Toronto-Dominion BankTD
13F holders, Q3 2025 (September 30)708holders +27
76new positions
44sold out
7famous investors
$80.11avg. 13F price*
At the end of Q3 2025, 708 institutions reported holding Toronto-Dominion Bank (TD) in their 13F filings, up 27 from Q2 2025. 76 opened new positions and 44 sold out. The largest holders were Royal Bank of Canada ($11.5B), Vanguard Group Inc. ($6.1B) and Bank of Montreal ($5.6B). 7 famous investors held it, including Jeremy Grantham (0.3% of GMO's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Toronto-Dominion Bank
- CUSIP
- 891160509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $196.6M |
| Exits | 44 | $278.8M |
All 13F filers, Q2 2025 → Q3 2025: 28,161,840 shares bought and 62,217,396 shares sold, net −34,055,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 708 holders
| Royal Bank of Canada | 2.04% | Reduce -0.8% | 143,471,416 | $11.5B |
| Vanguard Group Inc. | 0.09% | Reduce -0.9% | 76,487,581 | $6.1B |
| Bank of Montreal | 2.38% | Reduce -8.9% | 69,779,710 | $5.6B |
| Cibc World Market Inc. | 6.59% | Reduce -9.2% | 39,830,848 | $3.2B |
| TD Asset Management Inc | 2.44% | Add +0.7% | 37,612,007 | $3.0B |
| FIL Ltd | 2.27% | Reduce -14.0% | 36,178,613 | $2.9B |
| National Bank of Canada | 2.70% | Reduce -1.8% | 29,926,767 | $2.4B |
| Mackenzie Financial Corp. | 2.48% | Reduce -8.1% | 25,577,746 | $2.0B |
| 1832 Asset Management L.P. | 2.99% | Reduce -2.0% | 22,092,024 | $1.8B |
| Bank of Nova Scotia | 2.60% | Reduce -15.1% | 18,252,231 | $1.5B |
| Geode Capital Management, LLC | 0.08% | Add +11.5% | 15,778,949 | $1.3B |
| CIBC Asset Management Inc | 3.62% | Reduce -5.1% | 15,587,074 | $1.2B |
| Manufacturers Life Insurance Company, The | 1.02% | Add +11.4% | 15,385,774 | $1.2B |
| Beutel, Goodman & Co Ltd. | 6.13% | Reduce -13.6% | 12,733,758 | $1.0B |
| Massachusetts Financial Services Co. | 0.30% | Add +7.0% | 12,081,305 | $965.9M |
| JARISLOWSKY, FRASER Ltd | 5.16% | Reduce -2.2% | 11,728,785 | $938.0M |
| FMR LLC | 0.05% | Add +0.1% | 10,895,349 | $871.2M |
| Canada Pension Plan Investment Board | 0.61% | Reduce -13.6% | 10,780,343 | $861.8M |
| Scotia Capital Inc. | 3.65% | Reduce -0.1% | 10,746,880 | $858.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 2.55% | Add +3.2% | 10,113,286 | $808.5M |
| Federation des caisses Desjardins du Quebec | 3.15% | Reduce -29.7% | 10,012,201 | $800.7M |
| Legal & General Group Plc | 0.17% | Add +2.9% | 9,729,219 | $778.1M |
| TD Waterhouse Canada Inc. | 4.86% | Reduce -1.2% | 9,287,287 | $745.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.25% | Add +30.1% | 8,403,300 | $671.8M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -51.0% | 8,355,665 | $668.0M |
| JPMorgan Chase & Co. | 0.04% | Reduce -37.1% | 7,657,802 | $612.2M |
| Dimensional Fund Advisors LP | 0.12% | Add +0.3% | 6,973,169 | $557.5M |
| Deutsche Bank AG | 0.16% | Reduce -18.4% | 5,985,379 | $478.5M |
| Bank of America Corp. | 0.04% | Reduce -8.6% | 5,922,888 | $473.5M |
| Capital Research Global Investors | 0.09% | Add +0.5% | 5,690,845 | $455.0M |
| Morgan Stanley | 0.02% | Add +28.0% | 5,025,096 | $401.8M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -1.3% | 4,974,536 | $397.8M |
| Invesco Ltd. | 0.06% | Add +13.8% | 4,546,306 | $363.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.82% | Add +8.6% | 3,970,098 | $317.4M |
| UBS Group AG | 0.06% | Add +142.5% | 3,966,891 | $317.2M |
| Agf Management Ltd. | 1.38% | Reduce -2.4% | 3,373,021 | $310.4M |
| Acadian Asset Management LLC | 0.53% | Add +697.9% | 3,795,617 | $303.5M |
| Picton Mahoney Asset Management | 3.34% | Reduce -10.9% | 3,252,129 | $260.0M |
| Letko, Brosseau & Associates Inc. | 4.17% | Reduce -4.8% | 3,032,023 | $242.5M |
| State Street Corp. | 0.01% | Reduce -0.1% | 2,946,847 | $235.6M |
| Mufg Securities (canada), LTD. | 6.34% | Reduce -2.8% | 2,838,167 | $226.9M |
| Amundi | 0.07% | Reduce -8.1% | 2,708,813 | $220.1M |
| Public Sector Pension Investment Board | 0.73% | Reduce -7.1% | 2,477,621 | $198.2M |
| Quadrature Capital Ltd | 2.32% | Add +5566.3% | 2,451,600 | $196.0M |
| Alberta Investment Management Corp | 1.57% | Reduce -22.5% | 2,428,500 | $194.1M |
| Clearbridge Investments, LLC | 0.14% | Reduce -3.5% | 2,374,211 | $189.8M |
| Caisse de depot et placement du Quebec | 0.34% | Add +70.1% | 2,360,000 | $188.7M |
| Intact Investment Management Inc. | 5.34% | Add +11.4% | 2,206,477 | $176.4M |
| Toronto Dominion Bank | 0.34% | Reduce -25.6% | 2,167,853 | $173.2M |
| OMERS ADMINISTRATION Corp | 1.18% | Add +98.3% | 2,064,633 | $165.1M |
| BlackRock, Inc. | 0.00% | Add +14.9% | 2,004,364 | $160.2M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 9.36% | Reduce -7.1% | 1,963,233 | $156.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.59% | Add +85.2% | 1,845,369 | $147.6M |
| Addenda Capital Inc. | 4.36% | Add +1.9% | 1,325,250 | $147.5M |
| Burgundy Asset Management Ltd. | 1.34% | Reduce -0.6% | 1,896,245 | $142.3M |
| Arrowstreet Capital, Limited Partnership | 0.09% | Add +62.8% | 1,762,522 | $140.9M |
| Bank of New York Mellon Corp | 0.02% | Add +2.9% | 1,706,480 | $136.4M |
| Aviso Financial Inc. | 5.39% | Reduce -0.8% | 1,659,224 | $132.7M |
| Dixon Mitchell Investment Counsel Inc. | 4.70% | Add +0.4% | 1,650,983 | $132.1M |
| GMO | 0.35% | Add +96.4% | 1,533,571 | $122.6M |
| D. E. Shaw & Co. | 0.10% | Reduce -35.1% | 1,487,550 | $118.9M |
| Aviva PLC | 0.20% | Add +6.3% | 1,392,104 | $111.2M |
| Northern Trust Corp. | 0.01% | Add +2.9% | 1,321,992 | $105.7M |
| Nuveen, LLC | 0.03% | Reduce -6.8% | 1,200,703 | $96.0M |
| HSBC Holdings PLC | 0.06% | Add +0.3% | 1,164,212 | $93.1M |
| DekaBank Deutsche Girozentrale | 0.15% | No change | 1,141,081 | $90.8M |
| Clark Capital Management Group, Inc. | 0.57% | Add +30.6% | 1,133,531 | $90.6M |
| Russell Investments Group, Ltd. | 0.10% | Add +28.3% | 1,111,536 | $88.8M |
| Hillsdale Investment Management Inc. | 2.63% | Add +63.5% | 1,087,695 | $87.0M |
| State of Tennessee, Department of Treasury | 0.27% | Reduce -0.2% | 995,613 | $79.6M |
| Pictet Asset Management Holding SA | 0.08% | Reduce -2.6% | 982,601 | $78.6M |
| Renaissance Technologies | 0.10% | Reduce -9.1% | 960,380 | $76.8M |
| Korea Investment CORP | 0.16% | Reduce -5.5% | 949,203 | $75.9M |
| Citigroup Inc. | 0.05% | Add +21.9% | 935,526 | $74.8M |
| CANADA LIFE ASSURANCE Co | 0.11% | Add +1.2% | 921,010 | $73.4M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 8.02% | Reduce -9.4% | 906,632 | $72.1M |
| Franklin Resources Inc. | 0.02% | Reduce -8.3% | 855,774 | $68.4M |
| Canoe Financial LP | 0.96% | Reduce -1.0% | 843,946 | $67.5M |
| Fiera Capital Corp | 0.21% | Reduce -1.1% | 825,258 | $66.0M |
| Guardian Capital LP | 2.05% | Reduce -1.7% | 793,613 | $63.5M |
| MUFG Securities EMEA plc | 1.50% | New | 750,000 | $60.0M |
| Bank of Nova Scotia Trust Co. | 5.54% | Reduce -0.5% | 745,855 | $59.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.13% | Reduce -3.1% | 720,348 | $57.6M |
| Bessemer Group Inc. | 0.09% | Add +1.9% | 704,514 | $56.3M |
| Northwest & Ethical Investments L.P. | 1.32% | Reduce -2.9% | 700,583 | $56.0M |
| Guardian Partners Inc. | 4.48% | Reduce -1.1% | 657,357 | $53.0M |
| Public Employees Retirement System of Ohio | 0.16% | Add +69.9% | 615,736 | $49.2M |
| UniSuper Management Pty Ltd | 0.30% | Reduce -24.8% | 441,938 | $49.2M |
| Achmea Investment Management B.V. | 0.59% | Add +8.3% | 593,498 | $47.5M |
| Citadel Advisors | 0.04% | Reduce -50.5% | 587,397 | $47.0M |
| First Trust Advisors LP | 0.03% | Reduce -9.1% | 567,956 | $45.4M |
| Cidel Asset Management Inc. | 2.60% | Add +3.2% | 566,193 | $45.3M |
| QV Investors Inc. | 3.51% | New | 507,584 | $40.6M |
| Royal London Asset Management Ltd. | 0.09% | Reduce -0.8% | 495,570 | $39.6M |
| Montrusco Bolton Investments Inc. | 0.45% | Reduce -8.8% | 486,409 | $38.9M |
| Neuberger Berman Group LLC | 0.03% | Add +10.1% | 483,121 | $38.6M |
| Nicola Wealth Management LTD. | 3.04% | Reduce -30.8% | 427,202 | $34.2M |
| Advisors Capital Management, LLC | 0.43% | Add +2.1% | 425,737 | $34.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +80.6% | 415,609 | $33.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.16% | Add +2.2% | 390,695 | $31.2M |
| Woodbridge Co Ltd | 0.07% | No change | 388,202 | $31.0M |
| Forsta Ap-Fonden | 0.18% | Add +2.9% | 377,100 | $30.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.7% | 369,581 | $29.5M |
| O'shaughnessy Asset Management, LLC | 0.17% | Add +16.8% | 364,280 | $29.1M |
| SIG North Trading, ULC | 4.41% | Add +382.4% | 358,488 | $28.7M |
| American Century Companies Inc. | 0.01% | Add +12.4% | 355,364 | $28.4M |
| Mn Services Vermogensbeheer B.V. | 0.18% | Add +2.3% | 343,800 | $27.5M |
| Zurich Insurance Group Ltd | 0.19% | New | 339,578 | $27.1M |
| Godsey & Gibb, Inc. | 2.39% | Reduce -1.6% | 338,725 | $27.1M |
| Wells Fargo & Company | 0.01% | Reduce -8.3% | 316,707 | $25.3M |
| Cardinal Point Capital Management ULC | 1.67% | Reduce -2.4% | 298,640 | $23.9M |
| Varma Mutual Pension Insurance Co | 0.15% | Add +8.7% | 294,798 | $23.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.12% | Add +2.1% | 287,964 | $23.0M |
| Wellington Management Group LLP | 0.00% | Add +66.8% | 287,251 | $23.0M |
| Portland Investment Counsel Inc. | 6.16% | Reduce -25.9% | 281,700 | $22.5M |
| Canerector Inc. | 11.36% | No change | 200,000 | $22.3M |
| USS Investment Management Ltd | 0.11% | No change | 277,316 | $22.2M |
| Janus Henderson Group PLC | 0.01% | Add +50.5% | 267,966 | $21.4M |
| Swiss Life Asset Management Ltd | 0.11% | Add +28.3% | 261,112 | $20.9M |
| ASR Vermogensbeheer N.V. | 0.25% | Add +1.9% | 253,361 | $20.3M |
| Sienna Gestion | 1.40% | No change | 274,559 | $20.0M |
| Heathbridge Capital Management Ltd. | 7.65% | Reduce -15.3% | 249,550 | $19.9M |
| Erste Asset Management GmbH | 0.19% | Reduce -4.3% | 246,011 | $19.6M |
| Coleford Investment Management Ltd. | 4.65% | Reduce -6.5% | 242,421 | $19.4M |
| Waratah Capital Advisors Ltd. | 1.32% | Add +85.1% | 241,926 | $19.3M |
| Maryland State Retirement & Pension System | 0.40% | Add +9.2% | 236,821 | $18.9M |
| Generali Asset Management SPA SGR | 0.40% | Reduce -6.4% | 169,504 | $18.9M |
| Triasima Portfolio Management inc. | 2.75% | Add +97.1% | 228,013 | $18.2M |
| Creative Planning | 0.01% | Add +15.1% | 219,771 | $17.6M |
| Crossmark Global Holdings, Inc. | 0.26% | Reduce -1.3% | 216,259 | $17.3M |
| Investment Management Corp of Ontario | 0.24% | Reduce -16.6% | 198,017 | $15.8M |
| LPL Financial LLC | 0.00% | Add +10.0% | 197,782 | $15.8M |
| Utah Retirement Systems | 0.15% | Reduce -2.4% | 192,678 | $15.4M |
| Jane Street Group, LLC | 0.02% | Reduce -51.9% | 186,149 | $14.9M |
| Harvest Portfolios Group Inc. | 0.27% | Add +243.0% | 184,133 | $14.7M |
| HighTower Advisors, LLC | 0.02% | Add +0.3% | 184,051 | $14.7M |
| Alliancebernstein L.P. | 0.00% | Add +32.1% | 174,447 | $13.9M |
| AXA Investment Managers S.A. | 0.04% | — | 172,964 | $13.8M |
| Lord, Abbett & Co. LLC | 0.04% | New | 172,564 | $13.8M |
| Man Group plc | 0.03% | Add +25.3% | 165,252 | $13.2M |
| American Assets Investment Management, LLC | 0.97% | No change | 165,000 | $13.2M |
| Lorne Steinberg Wealth Management Inc. | 2.97% | Add +3.3% | 154,081 | $12.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -2.3% | 153,983 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 153,650 | $12.3M |
| Lighthouse Investment Partners, LLC | 0.44% | New | 153,109 | $12.2M |
| Lombard Odier Asset Management (Switzerland) SA | 0.50% | Reduce -5.6% | 136,434 | $10.9M |
| Osaic Holdings, Inc. | 0.01% | Add +218.1% | 134,191 | $10.6M |
| NewSquare Capital LLC | 0.69% | Reduce -0.7% | 127,037 | $10.2M |
| Claret Asset Management Corp | 1.19% | Reduce -2.0% | 124,209 | $9.9M |
| Voya Investment Management LLC | 0.01% | New | 124,143 | $9.9M |
| Gulf International Bank (UK) Ltd | 0.32% | Reduce -1.7% | 87,789 | $9.8M |
| Gold Investment Management Ltd. | 3.13% | Add +1.5% | 116,551 | $9.3M |
| Modera Wealth Management, LLC | 0.11% | Reduce -3.0% | 113,712 | $9.1M |
| Bridgewater Associates | 0.03% | Add +84.8% | 110,260 | $8.8M |
| Cumberland Partners Ltd | 0.57% | Add +8.6% | 109,173 | $8.7M |
| Intech Investment Management LLC | 0.08% | Reduce -2.2% | 105,796 | $8.5M |
| Genus Capital Management Inc. | 0.98% | Reduce -12.2% | 105,623 | $8.4M |
| DKRT Investments Corp. | 2.02% | Add +50.0% | 105,000 | $8.4M |
| Stifel Financial Corp. | 0.01% | Reduce -5.8% | 103,983 | $8.3M |
| Quantinno Capital Management LP | 0.02% | Add +27.5% | 101,045 | $8.1M |
| PCJ Investment Counsel Ltd. | 2.24% | Reduce -10.1% | 100,760 | $8.1M |
| Natixis | 0.04% | Add +226.2% | 100,663 | $8.0M |
| Allianz Asset Management GmbH | 0.01% | Add +7.5% | 97,557 | $7.8M |
| AQR Capital Management | 0.00% | Add +136.6% | 93,948 | $7.5M |
| Hennessy Advisors Inc. | 0.26% | Reduce -1.6% | 93,700 | $7.5M |
| Natixis Advisors, LLC | 0.01% | Add +11.1% | 89,786 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.5% | 89,731 | $7.2M |
| Mediolanum International Funds Ltd | 0.07% | Reduce -0.4% | 87,598 | $7.0M |
| Fiduciary Trust Co | 0.08% | Add +0.7% | 87,277 | $7.0M |
| Davis-Rea LTD. | 1.68% | Reduce -7.6% | 86,328 | $6.9M |
| HAP Trading, LLC | 1.88% | — | 85,301 | $6.8M |
| Millennium Management | 0.01% | Add +118.3% | 84,908 | $6.8M |
| Munich Reinsurance Co Stock Corp in Munich | 0.17% | — | 83,533 | $6.7M |
| Cetera Investment Advisers | 0.01% | Add +20.2% | 82,484 | $6.6M |
| Metis Global Partners, LLC | 0.15% | Reduce -0.7% | 82,224 | $6.6M |
| Capital World Investors | 0.00% | Add +203.6% | 80,216 | $6.4M |
| Credit Agricole S A | 0.02% | — | 79,992 | $6.4M |
| Van Eck Associates Corp. | 0.01% | Reduce -18.9% | 76,430 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.1% | 61,308 | $5.9M |
| Tableaux LLC | 2.35% | Add +100.0% | 73,310 | $5.9M |
| Westerkirk Capital Inc. | 0.66% | Reduce -18.3% | 72,349 | $5.8M |
| K.J. Harrison & Partners Inc | 0.83% | Reduce -11.7% | 72,601 | $5.8M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -31.4% | 71,353 | $5.7M |
| JTC Employer Solutions Trustee Ltd | 0.49% | No change | 71,315 | $5.7M |
| Stablepoint Partners, LLC | 0.86% | Reduce -12.8% | 68,007 | $5.4M |
| Sustainable Insight Capital Management, LLC | 1.71% | Add +31.1% | 67,913 | $5.4M |
| Mariner, LLC | 0.01% | Add +16.6% | 64,682 | $5.2M |
| Cerity Partners LLC | 0.01% | Add +1.5% | 64,506 | $5.2M |
| Prudential Financial Inc. | 0.01% | Add +399.1% | 64,351 | $5.1M |
| Pacifica Partners Inc. | 1.83% | Reduce -1.1% | 63,716 | $5.1M |
| Beaton Management Co. Inc. | 2.24% | Reduce -10.7% | 61,526 | $4.9M |
| UNIVEST FINANCIAL Corp | 0.27% | No change | 60,782 | $4.9M |
| Rempart Asset Management Inc. | 0.87% | Reduce -0.8% | 58,598 | $4.7M |
| Louisbourg Investments Inc. | 1.01% | Reduce -21.7% | 57,951 | $4.6M |
| Te Ahumairangi Investment Management Ltd | 0.78% | Reduce -6.3% | 57,511 | $4.6M |
| Corient Private Wealth LP | 0.01% | Reduce -4.2% | 56,782 | $4.5M |
| Trust Co. of Vermont | 0.20% | Add +3.2% | 56,042 | $4.5M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -2.7% | 55,470 | $4.4M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.88% | Reduce -0.9% | 54,725 | $4.4M |
| Wasatch Advisors LP | 0.02% | Add +1.9% | 51,178 | $4.1M |
| XTX Topco Ltd | 0.21% | Reduce -52.4% | 50,908 | $4.1M |
| Shell Asset Management Co. | 0.41% | Reduce -32.7% | 50,693 | $4.1M |
| Tower Research Capital LLC (TRC) | 0.11% | Add +601.1% | 50,154 | $4.0M |
| Wolverine Trading, LLC | 0.08% | Reduce -17.0% | 48,912 | $3.9M |
| Value Partners Investments Inc. | 0.32% | Add +15.8% | 48,757 | $3.9M |
| LRT Capital Management, LLC | 2.56% | New | 48,348 | $3.9M |
| ExodusPoint Capital Management, LP | 0.05% | New | 47,135 | $3.8M |
| Cardinal Capital Management | 0.51% | Add +1.2% | 46,416 | $3.7M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.28% | Reduce -13.2% | 46,000 | $3.7M |
| Tacita Capital Inc | 2.21% | Add +10.7% | 45,798 | $3.7M |
| Welch & Forbes LLC | 0.04% | Reduce -3.8% | 45,234 | $3.6M |
| Park Avenue Securities LLC | 0.03% | Add +10.6% | 42,669 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +15.8% | 43,036 | $3.4M |
| Auto-Owners Insurance Co | 0.09% | Reduce -17.3% | 42,096 | $3.4M |
| Principal Financial Group Inc. | 0.00% | Add +13.4% | 41,500 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.8% | 41,187 | $3.3M |
| Plato Investment Management Ltd | 0.22% | Add +0.1% | 40,925 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.4% | 40,122 | $3.2M |
| Focus Partners Wealth | 0.01% | Add +55.2% | 39,506 | $3.2M |
| M&T Bank Corp | 0.01% | Reduce -6.3% | 39,436 | $3.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +13.8% | 39,251 | $3.1M |
| Cassaday & Co Wealth Management LLC | 0.07% | No change | 38,206 | $3.1M |
| Creegan & Nassoura Financial Group, LLC | 1.93% | Reduce -0.9% | 37,425 | $3.0M |
| Quadrant Capital Group LLC | 0.10% | No change | 36,820 | $2.9M |
| Baldwin Wealth Partners LLC | 0.18% | No change | 34,875 | $2.8M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 34,383 | $2.7M |
| Evelyn Partners Investment Management LLP | 0.08% | Reduce -5.1% | 34,069 | $2.7M |
| Resources Management Corp. /CT/ | 0.35% | Reduce -34.8% | 33,459 | $2.7M |
| Barclays PLC | 0.00% | Add +5.8% | 33,350 | $2.7M |
| denkapparat Operations GmbH | 1.66% | Add +43.8% | 32,500 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +26.6% | 32,012 | $2.6M |
| Rathbones Group PLC | 0.01% | Reduce -5.7% | 31,535 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.5% | 30,265 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +50.8% | 29,927 | $2.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -11.6% | 29,770 | $2.4M |
| Claro Advisors Inc. | 0.34% | Reduce -2.2% | 29,327 | $2.3M |
| Vise Technologies, Inc. | 0.09% | Add +13.9% | 29,106 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +4.1% | 28,636 | $2.3M |
| Ninepoint Partners LP | 0.31% | New | 28,192 | $2.3M |
| Moneco Advisors, LLC | 0.19% | New | 28,158 | $2.3M |
| Empowered Funds, LLC | 0.02% | New | 28,033 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.9% | 27,485 | $2.2M |
| &partners | 0.01% | Add +5.5% | 27,339 | $2.2M |
| WealthTrust Axiom LLC | 0.58% | Add +2.9% | 27,271 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +14.5% | 26,678 | $2.1M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +29.0% | 25,903 | $2.1M |
| State of Wyoming | 0.23% | Add +236.4% | 25,765 | $2.1M |
| Moors & Cabot, Inc. | 0.09% | Add +0.7% | 25,137 | $2.0M |
| Signaturefd, LLC | 0.03% | Add +6.1% | 24,592 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.2% | 24,220 | $2.0M |
| Prudential PLC | 0.01% | Add +37.9% | 24,414 | $2.0M |
| PARK CIRCLE Co | 1.68% | No change | 24,200 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +33.2% | 24,151 | $1.9M |
| Probity Advisors, Inc. | 0.31% | Reduce -5.3% | 24,130 | $1.9M |
| IFG Advisory, LLC | 0.09% | Reduce -0.8% | 24,122 | $1.9M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -23.4% | 23,925 | $1.9M |
| Applied Capital LLC | 1.36% | No change | 23,760 | $1.9M |
| LRI Investments, LLC | 0.15% | Add +3.1% | 23,665 | $1.9M |
| Pinnacle Associates Ltd. | 0.03% | No change | 23,662 | $1.9M |
| Family Legacy, Inc. | 0.58% | Reduce -0.7% | 23,538 | $1.9M |
| Weaver C. Barksdale & Associates, Inc. | 1.80% | Reduce -6.1% | 23,361 | $1.9M |
| US Bancorp \de | 0.00% | Add +8.1% | 22,969 | $1.8M |
| Highland Capital Management, LLC | 0.09% | Add +4.1% | 22,950 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.0% | 22,500 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.9% | 22,057 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.4% | 21,562 | $1.7M |
| Hudson Portfolio Management LLC | 1.53% | Reduce -6.6% | 21,538 | $1.7M |
| Compound Planning, Inc. | 0.06% | Add +20.9% | 21,375 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +2.2% | 21,337 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 21,039 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +4.7% | 20,867 | $1.7M |
| Nordwand Advisors, LLC | 0.26% | No change | 20,800 | $1.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +371.0% | 20,186 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | No change | 20,111 | $1.6M |
| Sumitomo Life Insurance Co. | 0.05% | Reduce -3.5% | 19,869 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -3.5% | 19,869 | $1.6M |
| Foster & Motley Inc. | 0.08% | Reduce -3.3% | 18,716 | $1.5M |
| O'Neil Global Advisors, Inc. | 0.28% | No change | 18,688 | $1.5M |
| Plimoth Trust Co. LLC | 0.34% | Reduce -5.7% | 18,672 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +46.0% | 18,516 | $1.5M |
| Commons Capital, LLC | 0.98% | Add +0.7% | 18,251 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Add +1.4% | 17,910 | $1.4M |
| LVM Capital Management Ltd. | 0.14% | Reduce -4.2% | 17,686 | $1.4M |
| Ieq Capital, LLC | 0.00% | Add +96.2% | 17,641 | $1.4M |
| Cardinal Capital Management, Inc. | 0.04% | Add +1.1% | 17,520 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +15.7% | 17,417 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +1.4% | 17,399 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.10% | Add +280.6% | 17,326 | $1.4M |
| Greenfield Seitz Capital Management, LLC | 0.44% | Reduce -4.1% | 17,213 | $1.4M |
| Donaldson Capital Management, LLC | 0.04% | Add +9.1% | 16,380 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.06% | Reduce -0.4% | 16,340 | $1.3M |
| Sei Investments Co. | 0.00% | Add +5.6% | 16,328 | $1.3M |
| Jain Global LLC | 0.02% | New | 16,222 | $1.3M |
| Rhumbline Advisers | 0.00% | Reduce -11.3% | 16,213 | $1.3M |
| Qtron Investments LLC | 0.16% | Add +135.2% | 16,143 | $1.3M |
| SG Americas Securities, LLC | 0.00% | New | 16,140 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +20.9% | 15,935 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.7% | 15,730 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.5% | 15,527 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -8.0% | 15,096 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.6% | 15,030 | $1.2M |
| Balanced Rock Investment Advisors LLC | 0.88% | Reduce -0.7% | 15,010 | $1.2M |
| American Assets Inc. | 0.38% | No change | 15,000 | $1.2M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -12.1% | 14,800 | $1.2M |
| Syon Capital LLC | 0.06% | Add +3.1% | 14,788 | $1.2M |
| CENTRAL TRUST Co | 0.02% | Reduce -0.0% | 14,731 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -10.3% | 14,448 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Add +1336.3% | 14,406 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.3% | 14,333 | $1.1M |
| Frank, Rimerman Advisors LLC | 0.07% | Add +17.6% | 13,934 | $1.1M |
| Bard Financial Services, Inc. | 0.12% | Reduce -1.8% | 13,670 | $1.1M |
| Forum Financial Management, LP | 0.01% | No change | 13,483 | $1.1M |
| CenterBook Partners LP | 0.05% | Reduce -16.8% | 13,395 | $1.1M |
| Marshall Wace, LLP | 0.00% | New | 13,300 | $1.1M |
| ARS Wealth Advisors Group, LLC | 0.10% | No change | 13,120 | $1.0M |
| UMB Bank, n.a. | 0.01% | No change | 12,757 | $1.0M |
| HM Payson & Co. | 0.01% | Add +7.5% | 12,745 | $1.0M |
| Fulton Bank, N.A. | 0.03% | No change | 12,390 | $991K |
| Bleakley Financial Group, LLC | 0.02% | Add +12.9% | 12,228 | $978K |
| Ballentine Partners, LLC | 0.01% | Add +4.6% | 12,095 | $967K |
| Main Line Retirement Advisors, LLC | 0.49% | Reduce -49.5% | 12,043 | $963K |
| Radnor Capital Management, LLC | 0.14% | No change | 11,911 | $952K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +110.0% | 11,793 | $943K |
| Investors Research Corp | 0.17% | Reduce -43.2% | 11,702 | $936K |
| Plante Moran Financial Advisors, LLC | 0.06% | No change | 11,578 | $926K |
| Bridgewater Advisors Inc. | 0.06% | Add +1.9% | 11,204 | $901K |
| Quilter Plc | 0.02% | Add +2.3% | 11,225 | $897K |
| Silverlake Wealth Management LLC | 0.22% | Reduce -7.3% | 11,126 | $890K |
| Allianz SE | 0.02% | New | 10,650 | $852K |
| Caprock Group, LLC | 0.02% | — | 11,327 | $851K |
| Affinity Capital Advisors, LLC | 0.13% | No change | 10,590 | $843K |
| Savant Capital, LLC | 0.01% | Add +0.5% | 10,415 | $833K |
| M. Kulyk & Associates, LLC | 0.17% | Reduce -88.8% | 10,299 | $823K |
| Ethic Inc. | 0.01% | Add +47.5% | 10,214 | $817K |
| Ti-Trust, Inc. | 0.51% | Add +0.2% | 10,088 | $807K |
| Chesapeake Capital Corp. | 0.72% | — | 10,055 | $804K |
| Tidal Investments LLC | 0.00% | Add +6.4% | 10,055 | $804K |
| Glenmede Investment Management, LP | 0.00% | Add +6.4% | 10,022 | $801K |
| Ativo Capital Management LLC | 0.68% | New | 10,015 | $801K |
| Avalon Trust Co | 0.05% | New | 10,000 | $800K |
| MQS Management LLC | 0.46% | New | 9,846 | $787K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -26.9% | 9,694 | $775K |
| CRA Financial Services, LLC | 0.10% | Add +0.6% | 9,271 | $741K |
| Danske Bank A/S | 0.00% | Add +9.0% | 9,380 | $741K |
| Linden Thomas Advisory Services, LLC | 0.07% | Add +8.1% | 9,257 | $740K |
| Atria Investments, Inc | 0.01% | Reduce -0.8% | 9,162 | $733K |
| HRT Financial LP | 0.00% | New | 9,165 | $732K |
| Versor Investments LP | 0.13% | New | 9,000 | $719K |
| Walter Public Investments Inc. | 0.12% | Add +28.6% | 9,000 | $719K |
| Burney Co./ | 0.02% | Reduce -7.3% | 8,929 | $714K |
| Walleye Capital LLC | 0.01% | Reduce -2.8% | 8,892 | $711K |
| Penobscot Investment Management Company, Inc. | 0.05% | No change | 8,784 | $702K |
| Keybank National Association | 0.00% | No change | 8,680 | $694K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 8,635 | $690K |
| JCIC Asset Management Inc. | 0.21% | — | 8,598 | $687K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.2% | 8,572 | $685K |
| Ritholtz Wealth Management | 0.01% | Add +9.1% | 8,571 | $685K |
| SkyOak Wealth, LLC | 0.13% | No change | 8,485 | $678K |
| Evergreen Capital Management LLC | 0.02% | Reduce -0.1% | 8,448 | $675K |
| LGT Group Foundation | 0.01% | No change | 8,300 | $669K |
| NewEdge Advisors, LLC | 0.00% | Add +3.1% | 8,286 | $663K |
| United Community Bank | 0.20% | Add +156.8% | 8,090 | $647K |
| Brucke Financial, Inc. | 0.38% | Add +12.1% | 7,841 | $644K |
| Mystic Asset Management, Inc. | 0.14% | No change | 7,848 | $627K |
| Essex Financial Services, Inc. | 0.04% | Add +1.8% | 7,834 | $626K |
| PDS Planning, Inc | 0.04% | Add +2.2% | 7,808 | $624K |
| Pathway Financial Advisers, LLC | 0.18% | Reduce -76.6% | 7,790 | $622K |
| Wolff Financial Management LLC | 0.14% | No change | 7,771 | $621K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.4% | 7,587 | $607K |
| Arax Advisory Partners | 0.01% | Add +5653.4% | 7,537 | $603K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.6% | 7,410 | $592K |
| World Investment Advisors | 0.01% | Add +6.8% | 7,386 | $591K |
| Versant Capital Management, Inc | 0.08% | Add +0.3% | 7,353 | $588K |
| Carnegie Lake Advisors LLC | 0.22% | No change | 7,299 | $584K |
| FineMark National Bank & Trust | 0.02% | No change | 7,268 | $581K |
| Checchi Capital Advisers, LLC | 0.04% | Add +2.8% | 7,202 | $576K |
| Vident Advisory, LLC | 0.01% | Add +1.4% | 7,147 | $571K |
| Rockland Trust Co. | 0.02% | New | 7,122 | $569K |
| Old Port Advisors | 0.14% | Reduce -1.1% | 7,065 | $565K |
| Baskin Financial Services Inc. | 0.04% | Add +27.3% | 6,870 | $549K |
| Wesbanco Bank Inc. | 0.02% | Reduce -4.8% | 6,848 | $547K |
| QRG Capital Management, Inc. | 0.01% | Add +48.3% | 6,842 | $547K |
| Brown Advisory Inc. | 0.00% | Reduce -9.5% | 6,835 | $546K |
| Hanson & Doremus Investment Management | 0.07% | Reduce -3.1% | 6,811 | $545K |
| Lazard Asset Management LLC | 0.00% | Add +1477.5% | 6,878 | $542K |
| Verition Fund Management LLC | 0.00% | Add +117.9% | 6,772 | $541K |
| 111 Capital | 0.10% | New | 6,687 | $534K |
| Greenfield Savings Bank | 0.22% | Reduce -0.1% | 6,554 | $524K |
| Mgo One Seven LLC | 0.01% | Add +1.0% | 6,512 | $521K |
| Ranch Capital Advisors Inc. | 0.20% | Add +0.0% | 6,411 | $513K |
| Keynote Financial Services LLC | 0.31% | No change | 6,312 | $505K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -21.4% | 6,312 | $505K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.7% | 6,180 | $494K |
| Net Worth Advisory Group | 0.14% | Reduce -2.8% | 6,157 | $492K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Add +9.6% | 6,140 | $491K |
| Bar Harbor Wealth Management | 0.03% | New | 6,076 | $486K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -3.9% | 6,075 | $486K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 7,641 | $483K |
| Graham Capital Management, L.P. | 0.03% | New | 6,043 | $483K |
| Cabot Wealth Management Inc. | 0.05% | No change | 6,032 | $482K |
| West Family Investments, Inc. | 0.11% | No change | 5,918 | $473K |
| GAM Holding AG | 0.03% | New | 5,900 | $472K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.3% | 5,633 | $466K |
| WASHINGTON TRUST Co | 0.02% | Add +61.0% | 5,805 | $464K |
| Davis R M Inc. | 0.01% | Reduce -14.1% | 5,717 | $457K |
| Parallel Advisors, LLC | 0.01% | Add +1.1% | 5,691 | $455K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -11.8% | 5,667 | $453K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +4.3% | 5,655 | $452K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -6.8% | 5,596 | $447K |
| Group One Trading LLC | 0.01% | New | 5,582 | $446K |
| SlateStone Wealth, LLC | 0.04% | No change | 5,544 | $443K |
| Wright Investors Service Inc. | 0.13% | Reduce -5.3% | 5,518 | $441K |
| Bennett Selby Investments LP | 0.14% | No change | 5,474 | $438K |
| Sky Investment Group LLC | 0.07% | Reduce -4.4% | 5,446 | $435K |
| Hemenway Trust Co LLC | 0.03% | Reduce -4.8% | 5,435 | $435K |
| Boston Trust Walden Corp | 0.00% | No change | 5,400 | $432K |
| Transcend Capital Advisors, LLC | 0.03% | Add +1.0% | 5,385 | $431K |
| Global Retirement Partners, LLC | 0.01% | Add +14.8% | 5,374 | $430K |
| Callan Family Office, LLC | 0.01% | Reduce -35.1% | 5,307 | $424K |
| Manske Wealth Management | 0.13% | No change | 5,263 | $421K |
| Guggenheim Capital LLC | 0.00% | Reduce -45.1% | 5,245 | $419K |
| Cypress Capital Group | 0.05% | No change | 5,241 | $419K |
| Wealth Management Associates, Inc. | 0.15% | Reduce -4.3% | 5,228 | $418K |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 5,201 | $416K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +4.3% | 5,141 | $411K |
| Covenant Asset Management, LLC | 0.08% | No change | 5,142 | $411K |
| Cwm, LLC | 0.00% | Reduce -30.6% | 5,142 | $411K |
| Legacy Financial Advisors, Inc. | 0.06% | Add +29.4% | 5,111 | $409K |
| Tower Bridge Advisors | 0.04% | No change | 5,065 | $405K |
| Grey Ledge Advisors, LLC | 0.09% | Reduce -0.8% | 5,027 | $402K |
| Pines Wealth Management, LLC | 0.13% | Reduce -7.9% | 5,004 | $400K |
| Algert Global LLC | 0.01% | No change | 5,005 | $400K |
| Ascent Group, LLC | 0.01% | Reduce -8.5% | 4,924 | $394K |
| Marble Harbor Investment Counsel, LLC | 0.04% | No change | 4,910 | $393K |
| Colonial Trust Co / SC | 0.05% | Add +0.1% | 4,865 | $389K |
| J. Safra Sarasin Holding AG | 0.01% | New | 4,850 | $388K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 4,849 | $388K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.0% | 4,722 | $385K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.6% | 4,820 | $385K |
| Virtus Advisers, LLC | 0.22% | New | 3,450 | $384K |
| Two Sigma Investments, LP | 0.00% | Reduce -94.3% | 4,800 | $384K |
| Aprio Wealth Management, LLC | 0.04% | Add +6.9% | 4,795 | $383K |
| Natural Investments, LLC | 0.09% | Reduce -57.9% | 4,679 | $374K |
| MFA Wealth Services | 0.26% | Add +10.2% | 4,651 | $372K |
| Fiduciary Group, LLC | 0.03% | No change | 4,644 | $371K |
| First Affirmative Financial Network | 0.17% | Reduce -22.7% | 4,625 | $370K |
| Addison Advisors LLC | 0.08% | Reduce -2.5% | 4,581 | $366K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 4,560 | $365K |
| Boston Common Asset Management, LLC | 0.01% | Reduce -7.2% | 4,555 | $364K |
| Powers Advisory Group, LLC | 0.14% | No change | 4,538 | $363K |
| Sowell Financial Services LLC | 0.01% | Add +48.8% | 4,519 | $361K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.7% | 4,416 | $353K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.7% | 4,410 | $353K |
| Sagard Holdings Management Inc. | 1.76% | No change | 4,409 | $352K |
| Philip James Wealth Mangement, LLC | 0.04% | Reduce -32.3% | 4,350 | $348K |
| Citizens Financial Group Inc. | 0.00% | Add +23.1% | 4,331 | $346K |
| Alhambra Investment Management LLC | 0.16% | Reduce -15.0% | 4,251 | $340K |
| Tudor Financial Inc. | 0.18% | No change | 4,240 | $339K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 4,223 | $338K |
| Macquarie Group Ltd. | 0.00% | Reduce -97.9% | 4,211 | $337K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -6.1% | 4,130 | $330K |
| Keystone Financial Planning, Inc. | 0.10% | Reduce -96.5% | 4,104 | $328K |
| Csenge Advisory Group | 0.02% | New | 4,093 | $327K |
| Cromwell Holdings LLC | 0.17% | No change | 4,091 | $327K |
| Five Oceans Advisors | 0.12% | No change | 4,091 | $327K |
| Independence Financial Advisors, LLC | 0.10% | No change | 4,046 | $323K |
| Journey Strategic Wealth LLC | 0.01% | Add +3.7% | 4,031 | $322K |
| Bath Savings Trust Co | 0.03% | Reduce -1.7% | 4,010 | $321K |
| Coastline Trust Co | 0.03% | No change | 4,000 | $320K |
| GMT Capital Corp | 0.01% | No change | 3,960 | $317K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -34.7% | 3,942 | $315K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.3% | 3,909 | $313K |
| Commerce Bank | 0.00% | Add +29.8% | 3,870 | $309K |
| Blair William & Co. | 0.00% | Reduce -20.2% | 3,796 | $303K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,762 | $301K |
| Empirical Asset Management, LLC | 0.08% | No change | 3,708 | $296K |
| Old North State Wealth Management, LLC | 0.14% | Add +0.8% | 3,637 | $291K |
| Masso Torrence Wealth Management Inc. | 0.12% | No change | 3,623 | $290K |
| Burns J W & Co. Inc. | 0.03% | No change | 3,618 | $289K |
| CVA Family Office, LLC | 0.04% | No change | 3,617 | $289K |
| Sivia Capital Partners, LLC | 0.08% | Add +2.3% | 3,603 | $288K |
| Valeo Financial Advisors, LLC | 0.01% | Add +12.2% | 3,565 | $285K |
| Adirondack Trust Co. | 0.10% | No change | 3,562 | $285K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -4.3% | 3,559 | $285K |
| Connecticut Wealth Management, LLC | 0.01% | Add +2.3% | 3,539 | $283K |
| Kathmere Capital Management, LLC | 0.02% | New | 3,532 | $282K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 3,530 | $282K |
| Berger Financial Group, Inc | 0.02% | No change | 3,526 | $282K |
| CX Institutional | 0.01% | Add +23313.3% | 3,512 | $281K |
| Shelton Capital Management | 0.01% | No change | 3,492 | $279K |
| Means Investment Co., Inc. | 0.02% | Reduce -2.6% | 3,467 | $277K |
| Leavell Investment Management, Inc. | 0.01% | Add +0.2% | 3,462 | $277K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,448 | $276K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +10.6% | 3,408 | $273K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 3,402 | $272K |
| Riversedge Advisors, LLC | 0.04% | Add +11.9% | 3,350 | $268K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -21.2% | 3,348 | $268K |
| Westover Capital Advisors, LLC | 0.05% | New | 3,292 | $263K |
| Virtu Financial LLC | 0.01% | Reduce -66.7% | 3,287 | $263K |
| Calton & Associates, Inc. | 0.04% | Add +0.1% | 3,273 | $262K |
| Wealth Effects LLC | 0.08% | No change | 3,258 | $260K |
| Successful Portfolios LLC | 0.15% | Add +0.7% | 3,258 | $260K |
| Clearstead Advisors, LLC | 0.00% | Reduce -8.6% | 3,254 | $260K |
| Independent Advisor Alliance | 0.01% | Reduce -0.9% | 3,250 | $260K |
| Clarkston Capital Partners, LLC | 0.01% | New | 3,178 | $254K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,166 | $253K |
| HB Wealth Management, LLC | 0.00% | New | 3,158 | $252K |
| Western Wealth Management, LLC | 0.01% | No change | 3,155 | $252K |
| Williams Financial, LLC | 0.26% | Reduce -3.1% | 3,146 | $252K |
| Harbour Investments, Inc. | 0.01% | Add +50.1% | 3,134 | $251K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +41.3% | 3,111 | $249K |
| Spire Wealth Management | 0.01% | Add +1.2% | 3,110 | $249K |
| Leo Wealth, LLC | 0.03% | Reduce -0.8% | 3,085 | $247K |
| WorthPointe, LLC | 0.09% | No change | 3,062 | $245K |
| Payne Capital LLC | 0.25% | — | 3,050 | $244K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 3,048 | $244K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.1% | 3,039 | $243K |
| Bangor Savings Bank | 0.02% | No change | 3,026 | $242K |
| AlphaCore Capital LLC | 0.01% | New | 3,019 | $241K |
| Corient IA LP | 0.18% | No change | 3,000 | $240K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -9.8% | 3,000 | $240K |
| Bank of New Hampshire | 0.06% | No change | 2,996 | $240K |
| Cape Ann Savings Bank | 0.13% | New | 2,984 | $239K |
| Kelleher Financial Advisors | 0.06% | Add +3.4% | 2,982 | $238K |
| Jacobi Capital Management LLC | 0.01% | Reduce -6.3% | 2,981 | $238K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 2,963 | $237K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,953 | $236K |
| Allworth Financial LP | 0.00% | Reduce -6.5% | 2,946 | $236K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.8% | 2,919 | $235K |
| MAI Capital Management | 0.00% | Reduce -20.2% | 2,928 | $234K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.8% | 2,912 | $233K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 2,890 | $231K |
| Simplicity Wealth,LLC | 0.01% | Reduce -49.1% | 2,876 | $230K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -1.9% | 2,859 | $229K |
| Brown Shipley& Co Ltd | 0.12% | No change | 2,850 | $228K |
| Saturna Capital Corp. | 0.00% | No change | 2,850 | $228K |
| Clarius Group, LLC | 0.01% | No change | 2,847 | $228K |
| KCM Investment Advisors LLC | 0.01% | Reduce -21.2% | 2,847 | $228K |
| Apella Capital, LLC | 0.01% | New | 2,880 | $227K |
| Birch Financial Group, LLC | 0.13% | Reduce -30.1% | 2,831 | $226K |
| Cresset Asset Management, LLC | 0.00% | New | 2,762 | $221K |
| BetterWealth, LLC | 0.05% | New | 2,755 | $220K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,744 | $219K |
| Advisory Services Network, LLC | 0.00% | New | 2,743 | $219K |
| Firestone Capital Management | 0.05% | No change | 2,740 | $219K |
| Shulman DeMeo Asset Management LLC | 0.05% | New | 2,707 | $216K |
| Premier Path Wealth Partners, LLC | 0.03% | New | 2,675 | $214K |
| Arrow Financial Corp | 0.02% | New | 2,668 | $213K |
| Farther Finance Advisors, LLC | 0.00% | Add +28.9% | 2,660 | $213K |
| Venture Visionary Partners LLC | 0.01% | New | 2,647 | $212K |
| Florida Trust Wealth Management Co | 0.01% | New | 2,633 | $211K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -15.5% | 2,630 | $210K |
| Canopy Partners, LLC | 0.07% | New | 2,606 | $208K |
| Savvy Advisors, Inc. | 0.01% | New | 2,587 | $207K |
| Silver Oak Securities, Incorporated | 0.02% | New | 2,561 | $205K |
| Choate Investment Advisors | 0.00% | New | 2,558 | $205K |
| Accurate Wealth Management, LLC | 0.03% | New | 2,556 | $203K |
| Breakwater Capital Group | 0.03% | Reduce -9.4% | 2,531 | $202K |
| Lido Advisors, LLC | 0.00% | New | 2,527 | $202K |
| Whalerock Point Partners, LLC | 0.04% | New | 2,525 | $202K |
| Omnia Family Wealth, LLC | 0.07% | New | 2,504 | $200K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.5% | 2,504 | $200K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,471 | $198K |
| Clearstead Trust, LLC | 0.03% | Reduce -21.3% | 2,400 | $192K |
| Key Financial Inc | 0.03% | No change | 2,304 | $185K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,273 | $182K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -0.7% | 2,229 | $178K |
| Caitong International Asset Management Co., Ltd | 0.12% | Add +220.9% | 2,150 | $172K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -8.1% | 2,072 | $166K |
| Crews Bank & Trust | 0.02% | No change | 2,070 | $165K |
| Capital Analysts, LLC | 0.00% | Reduce -5.9% | 1,954 | $156K |
| Lanark Financial, Inc. | 0.01% | Add +4.5% | 1,900 | $152K |
| Summit Securities Group LLC | 0.05% | New | 1,800 | $144K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.4% | 1,697 | $136K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,600 | $128K |
| Asset Planning,Inc | 0.09% | No change | 1,557 | $125K |
| Private Trust Co. NA | 0.01% | Add +15.8% | 1,471 | $118K |
| Trust Co | 0.01% | Reduce -9.8% | 1,470 | $118K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,371 | $110K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | Add +26.8% | 1,363 | $109K |
| Huntington National Bank | 0.00% | No change | 1,333 | $107K |
| Measured Wealth Private Client Group, LLC | 0.03% | New | 1,315 | $105K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,295 | $104K |
| Eastern Bank | 0.00% | Add +282.8% | 1,294 | $103K |
| Tompkins Financial Corp. | 0.01% | No change | 1,200 | $96K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,118 | $90K |
| Hilltop National Bank | 0.02% | No change | 1,121 | $90K |
| Fifth Third Bancorp | 0.00% | Add +29.0% | 1,100 | $88K |
| Larson Financial Group LLC | 0.00% | Add +47.3% | 1,050 | $84K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -59.1% | 1,040 | $83K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +10.8% | 1,035 | $83K |
| Root Financial Partners, LLC | 0.01% | New | 1,035 | $83K |
| Pandora Wealth, Inc. | 0.05% | No change | 1,004 | $80K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,000 | $80K |
| Richardson Financial Services Inc. | 0.05% | Add +112.1% | 982 | $79K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,133 | $77K |
| Smartleaf Asset Management LLC | 0.00% | Add +78.1% | 935 | $75K |
| Byrne Asset Management LLC | 0.05% | No change | 929 | $74K |
| Atlantic Union Bankshares Corp | 0.00% | Add +500.0% | 900 | $72K |
| Kimelman & Baird, LLC | 0.01% | No change | 883 | $71K |
| Groupe la Francaise | 0.00% | New | 875 | $70K |
| Assetmark, Inc. | 0.00% | Add +199.3% | 844 | $67K |
| Colonial Trust Advisors | 0.01% | Add +58.5% | 816 | $65K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -40.3% | 812 | $65K |
| IFP Advisors, Inc | 0.00% | Reduce -23.0% | 809 | $65K |
| American Capital Advisory, LLC | 0.03% | No change | 801 | $64K |
| Citizens National Bank Trust Department | 0.01% | No change | 800 | $64K |
| CNB Bank | 0.03% | New | 770 | $62K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.3% | 763 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +19.0% | 746 | $60K |
| Sunbelt Securities, Inc. | 0.00% | Add +232.6% | 715 | $57K |
| Bruce G. Allen Investments, LLC | 0.04% | Reduce -4.3% | 696 | $56K |
| Brentview Investment Management LLC | 0.02% | No change | 671 | $54K |
| Mascoma Wealth Management LLC | 0.01% | No change | 644 | $51K |
| 2UniFi Bank | 0.02% | No change | 605 | $48K |
| Murphy & Mullick Capital Management Corp | 0.04% | New | 601 | $48K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 600 | $48K |
| ORG Partners LLC | 0.01% | No change | 568 | $45K |
| Caldwell Trust Co | 0.00% | No change | 561 | $45K |
| Tobam | 0.02% | Reduce -19.2% | 396 | $44K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 541 | $43K |
| McIlrath & Eck, LLC | 0.00% | No change | 517 | $41K |
| Caption Management, LLC | 0.00% | New | 515 | $41K |
| First Financial Corp. | 0.02% | No change | 500 | $40K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 500 | $40K |
| Community Bank, N.A. | 0.00% | Reduce -15.8% | 500 | $40K |
| Toth Financial Advisory Corp. | 0.00% | New | 500 | $40K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 500 | $40K |
| Logan Capital Management Inc. | 0.00% | No change | 496 | $40K |
| St Germain D J Co. Inc. | 0.00% | No change | 486 | $39K |
| CoreCap Advisors, LLC | 0.00% | No change | 480 | $38K |
| Millstone Evans Group, LLC | 0.02% | No change | 450 | $36K |
| Financial Management Professionals, Inc. | 0.00% | No change | 442 | $35K |
| Quaker Wealth Management, LLC | 0.01% | No change | 428 | $34K |
| Park Place Capital Corp | 0.01% | No change | 419 | $33K |
| Sachetta, LLC | 0.01% | New | 415 | $33K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -28.3% | 402 | $32K |
| First PREMIER Bank | 0.01% | No change | 400 | $32K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -22.2% | 154 | $32K |
| Mather Group, Llc. | 0.00% | New | 377 | $30K |
| Smithfield Trust Co | 0.00% | No change | 376 | $30K |
| True Wealth Design, LLC | 0.01% | New | 332 | $27K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 320 | $26K |
| Quarry LP | 0.01% | New | 289 | $23K |
| NBT Bank, N.A. | 0.00% | No change | 284 | $23K |
| Park Square Financial Group, LLC | 0.10% | Reduce -36.2% | 279 | $22K |
| Valley National Advisers Inc. | 0.00% | Reduce -3.1% | 278 | $22K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -18.5% | 264 | $21K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +100.8% | 259 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 258 | $21K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 244 | $20K |
| Financial Perspectives, Inc | 0.01% | No change | 238 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 235 | $19K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 235 | $19K |
| NFSG Corp | 0.00% | No change | 230 | $18K |
| Blue Trust, Inc. | 0.00% | Add +0.5% | 223 | $18K |
| MTM Investment Management, LLC | 0.01% | No change | 218 | $17K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 216 | $17K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 211 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 200 | $16K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $16K |
| Hartford Financial Management Inc. | 0.00% | No change | 176 | $14K |
| Leonteq Securities AG | 0.00% | Add +45.9% | 143 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 178 | $14K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 174 | $14K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 175 | $13K |
| City State Bank | 0.00% | No change | 153 | $12K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -1.3% | 149 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.9% | 150 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 142 | $11K |
| Essential Partners LLC | 0.00% | New | 135 | $11K |
| Penserra Capital Management LLC | 0.00% | Reduce -25.0% | 108 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $8K |
| Highline Wealth Partners LLC | 0.00% | No change | 96 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 82 | $7K |
| Rossby Financial, LCC | 0.00% | Add +52.9% | 78 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 78 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 75 | $6K |
| Optiver Holding B.V. | 0.00% | Reduce -9.1% | 70 | $6K |
| Crewe Advisors LLC | 0.00% | New | 59 | $5K |
| JPL Wealth Management, LLC | 0.00% | New | 58 | $5K |
| GGM Financial LLC | 0.00% | New | 57 | $5K |
| Holos Integrated Wealth LLC | 0.00% | No change | 53 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 49 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Add +118.2% | 48 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 47 | $4K |
| Zions Bancorporation, National Association | 0.00% | Reduce -33.3% | 34 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 33 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -61.7% | 31 | $2K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 30 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 27 | $2K |
| TD Capital Management LLC | 0.00% | No change | 27 | $2K |
| HighMark Wealth Management LLC | 0.00% | New | 19 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 15 | $1K |
| Main Street Group, LTD | 0.00% | No change | 14 | $1K |
| Stone House Investment Management, LLC | 0.00% | New | 13 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 8 | $1K |
| Johnson Financial Group, Inc. | 0.00% | No change | 12 | $960 |
| WPG Advisers, LLC | 0.00% | No change | 12 | $959 |
| Kilter Group LLC | 0.00% | Add +120.0% | 11 | $880 |
| Clear Investment Research, LLC | 0.00% | No change | 10 | $800 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 8 | $644 |
| Atlantic Private Wealth, LLC | 0.00% | No change | 8 | $640 |
| Burkett Financial Services, LLC | 0.00% | No change | 2 | $160 |
| Atwood & Palmer Inc. | 0.00% | No change | 2 | $160 |
| Cheviot Value Management, LLC | 0.00% | No change | 1 | $83 |
"% of holder's portfolio" is TD's weight in each manager's 13F, not the share of Toronto-Dominion Bank the manager owns.