Toronto-Dominion BankTD
13F holders, Q4 2025 (December 31)801holders +93
93new positions
34sold out
7famous investors
$94.46avg. 13F price*
At the end of Q4 2025, 801 institutions reported holding Toronto-Dominion Bank (TD) in their 13F filings, up 93 from Q3 2025. 93 opened new positions and 34 sold out. The largest holders were Royal Bank of Canada ($11.4B), Vanguard Group Inc. ($7.3B) and Bank of Montreal ($6.6B). 7 famous investors held it, including Jeremy Grantham (0.4% of GMO's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Toronto-Dominion Bank
- CUSIP
- 891160509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $153.8M |
| Exits | 34 | $148.5M |
All 13F filers, Q3 2025 → Q4 2025: 43,353,100 shares bought and 63,649,639 shares sold, net −20,296,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 801 holders
| Royal Bank of Canada | 2.01% | Reduce -15.4% | 121,337,794 | $11.4B |
| Vanguard Group Inc. | 0.11% | Add +1.0% | 77,252,688 | $7.3B |
| Bank of Montreal | 2.71% | Reduce 0.0% | 69,777,906 | $6.6B |
| Cibc World Market Inc. | 6.52% | Reduce -2.9% | 38,666,316 | $3.6B |
| TD Asset Management Inc | 2.85% | Reduce -0.0% | 37,596,747 | $3.5B |
| 1832 Asset Management L.P. | 3.88% | Add +46.2% | 32,289,612 | $3.0B |
| FIL Ltd | 2.19% | Reduce -14.4% | 30,980,425 | $2.9B |
| Mackenzie Financial Corp. | 2.86% | Reduce -0.2% | 25,536,772 | $2.4B |
| National Bank of Canada | 2.48% | Reduce -14.4% | 25,630,670 | $2.4B |
| Norges Bank | 0.23% | — | 22,556,669 | $2.1B |
| Bank of Nova Scotia | 2.73% | Add +6.8% | 19,486,741 | $1.8B |
| Geode Capital Management, LLC | 0.10% | Add +6.1% | 16,747,071 | $1.6B |
| Manufacturers Life Insurance Company, The | 1.33% | Add +10.6% | 17,014,836 | $1.6B |
| Massachusetts Financial Services Co. | 0.46% | Add +25.9% | 15,210,762 | $1.4B |
| CIBC Asset Management Inc | 3.23% | Reduce -9.2% | 14,153,384 | $1.3B |
| Canada Pension Plan Investment Board | 0.85% | Add +25.4% | 13,523,256 | $1.3B |
| Healthcare of Ontario Pension Plan Trust Fund | 1.91% | Add +41.6% | 11,899,945 | $1.1B |
| FMR LLC | 0.05% | Add +2.3% | 11,140,693 | $1.0B |
| Scotia Capital Inc. | 4.05% | Reduce -0.6% | 10,685,530 | $1.0B |
| Legal & General Group Plc | 0.21% | Add +4.3% | 10,148,324 | $957.7M |
| Federation des caisses Desjardins du Quebec | 3.57% | Reduce -1.0% | 9,911,821 | $934.1M |
| TD Waterhouse Canada Inc. | 5.44% | Reduce -0.1% | 9,282,285 | $874.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 2.25% | Reduce -9.8% | 9,120,801 | $859.6M |
| Acadian Asset Management LLC | 1.35% | Add +129.0% | 8,692,670 | $820.3M |
| Beutel, Goodman & Co Ltd. | 4.65% | Reduce -37.1% | 8,012,730 | $756.2M |
| JPMorgan Chase & Co. | 0.04% | Reduce -8.5% | 7,010,236 | $660.4M |
| Dimensional Fund Advisors LP | 0.14% | Add +0.1% | 6,976,666 | $657.2M |
| Capital Research Global Investors | 0.10% | Add +0.3% | 5,711,002 | $538.2M |
| Morgan Stanley | 0.03% | Add +5.2% | 5,286,308 | $498.0M |
| Invesco Ltd. | 0.04% | Add +9.7% | 4,986,602 | $469.7M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -0.4% | 4,955,985 | $467.7M |
| Deutsche Bank AG | 0.14% | Reduce -21.5% | 4,698,132 | $442.6M |
| Bank of America Corp. | 0.03% | Reduce -22.2% | 4,609,133 | $434.2M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -50.5% | 4,133,158 | $389.3M |
| Agf Management Ltd. | 1.44% | Reduce -9.8% | 3,042,610 | $331.0M |
| Amundi | 0.10% | Add +27.3% | 3,448,492 | $324.9M |
| Picton Mahoney Asset Management | 3.51% | Add +4.5% | 3,396,972 | $320.6M |
| Alberta Investment Management Corp | 2.00% | Add +31.0% | 3,181,800 | $299.9M |
| State Street Corp. | 0.01% | Reduce -2.9% | 2,861,077 | $269.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.41% | Reduce -28.7% | 2,829,431 | $266.7M |
| Letko, Brosseau & Associates Inc. | 4.24% | Reduce -9.5% | 2,742,748 | $258.8M |
| Mufg Securities (canada), LTD. | 6.77% | Reduce -9.0% | 2,583,057 | $243.5M |
| Toronto Dominion Bank | 0.42% | Add +14.8% | 2,489,237 | $234.6M |
| UBS Group AG | 0.04% | Reduce -41.4% | 2,323,156 | $218.8M |
| Intact Investment Management Inc. | 6.26% | Add +4.7% | 2,309,626 | $217.7M |
| Public Sector Pension Investment Board | 0.72% | Reduce -8.0% | 2,278,633 | $214.8M |
| Caisse de depot et placement du Quebec | 0.36% | Reduce -4.1% | 2,262,489 | $213.5M |
| Clearbridge Investments, LLC | 0.16% | Reduce -12.1% | 2,086,930 | $196.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.72% | Add +3.6% | 1,912,794 | $180.2M |
| BlackRock, Inc. | 0.00% | Reduce -5.0% | 1,904,754 | $179.4M |
| OMERS ADMINISTRATION Corp | 1.25% | Reduce -10.0% | 1,857,367 | $175.3M |
| GMO | 0.45% | Add +20.4% | 1,845,845 | $174.2M |
| Addenda Capital Inc. | 4.95% | Reduce -1.7% | 1,303,135 | $168.6M |
| Aviso Financial Inc. | 6.06% | Add +1.9% | 1,691,007 | $159.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.4% | 1,665,402 | $156.9M |
| Dixon Mitchell Investment Counsel Inc. | 4.99% | Reduce -3.0% | 1,602,059 | $151.2M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 10.30% | Reduce -18.9% | 1,593,176 | $150.2M |
| Alliancebernstein L.P. | 0.04% | Add +747.9% | 1,479,170 | $139.3M |
| Nuveen, LLC | 0.04% | Add +22.2% | 1,466,819 | $138.4M |
| Aviva PLC | 0.23% | Add +5.4% | 1,467,456 | $138.4M |
| AQR Capital Management | 0.07% | Add +1443.3% | 1,449,855 | $136.6M |
| Guardian Capital LP | 3.69% | Add +66.3% | 1,319,972 | $124.5M |
| Russell Investments Group, Ltd. | 0.14% | Add +18.1% | 1,312,821 | $124.1M |
| Natixis Advisors, LLC | 0.17% | Add +1329.3% | 1,283,296 | $120.9M |
| Northern Trust Corp. | 0.02% | Reduce -2.9% | 1,283,117 | $120.9M |
| Quadrature Capital Ltd | 1.16% | Reduce -50.7% | 1,207,849 | $114.0M |
| Hillsdale Investment Management Inc. | 3.04% | Add +7.3% | 1,166,579 | $110.1M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 9.11% | Reduce -8.5% | 829,383 | $107.3M |
| Clark Capital Management Group, Inc. | 0.66% | Add +0.1% | 1,134,830 | $106.9M |
| State of Tennessee, Department of Treasury | 0.29% | Reduce -3.8% | 958,040 | $90.0M |
| Korea Investment CORP | 0.18% | Add +0.5% | 953,530 | $90.0M |
| Franklin Resources Inc. | 0.02% | Add +11.4% | 952,985 | $89.8M |
| Pictet Asset Management Holding SA | 0.09% | Reduce -4.1% | 942,536 | $88.9M |
| CANADA LIFE ASSURANCE Co | 0.15% | Add +0.1% | 922,186 | $87.0M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -49.4% | 892,099 | $84.1M |
| Millennium Management | 0.06% | Add +871.5% | 824,890 | $77.7M |
| Citigroup Inc. | 0.05% | Reduce -12.0% | 823,459 | $77.7M |
| DekaBank Deutsche Girozentrale | 0.13% | No change | 1,141,081 | $74.1M |
| Bank of Nova Scotia Trust Co. | 6.23% | Add +1.9% | 759,986 | $71.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.15% | Add +0.8% | 725,955 | $68.5M |
| Guardian Partners Inc. | 5.46% | Add +8.9% | 716,017 | $68.1M |
| Canoe Financial LP | 0.92% | Reduce -14.6% | 721,113 | $68.0M |
| Northwest & Ethical Investments L.P. | 1.52% | Add +2.4% | 717,434 | $67.7M |
| Bessemer Group Inc. | 0.10% | Reduce -2.2% | 688,990 | $65.0M |
| Public Employees Retirement System of Ohio | 0.19% | Add +5.1% | 647,063 | $61.1M |
| State of Wisconsin Investment Board | 0.13% | New | 634,563 | $59.9M |
| UniSuper Management Pty Ltd | 0.35% | Add +1.3% | 447,538 | $57.9M |
| Delaney Capital Management Ltd. | 8.91% | — | 569,504 | $53.8M |
| First Trust Advisors LP | 0.04% | Reduce -1.1% | 561,861 | $52.9M |
| Renaissance Technologies | 0.08% | Reduce -45.0% | 528,080 | $49.7M |
| American Century Companies Inc. | 0.02% | Add +44.1% | 512,138 | $48.3M |
| Royal London Asset Management Ltd. | 0.10% | Add +2.2% | 506,456 | $47.7M |
| Purpose Unlimited Inc. | 2.20% | — | 503,859 | $47.5M |
| Neuberger Berman Group LLC | 0.03% | Add +2.7% | 496,364 | $46.8M |
| QV Investors Inc. | 3.64% | Reduce -7.2% | 471,076 | $44.5M |
| Intech Investment Management LLC | 0.38% | Add +326.6% | 451,359 | $42.6M |
| Advisors Capital Management, LLC | 0.49% | Add +2.7% | 437,323 | $41.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.19% | Add +2.4% | 399,967 | $37.7M |
| Mn Services Vermogensbeheer B.V. | 0.23% | Add +15.2% | 395,990 | $37.4M |
| Woodbridge Co Ltd | 0.09% | No change | 388,202 | $36.6M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +5.9% | 385,620 | $36.3M |
| Forsta Ap-Fonden | 0.21% | Reduce -0.1% | 376,900 | $35.6M |
| Montrusco Bolton Investments Inc. | 0.44% | Reduce -23.1% | 374,003 | $35.3M |
| Nicola Wealth Management LTD. | 3.12% | Reduce -15.0% | 363,302 | $34.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.9% | 362,620 | $34.2M |
| Lazard Asset Management LLC | 0.06% | Add +5048.7% | 354,125 | $33.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | New | 256,368 | $33.2M |
| Wellington Management Group LLP | 0.01% | Add +21.1% | 347,809 | $32.8M |
| Wells Fargo & Company | 0.01% | Add +8.7% | 344,251 | $32.4M |
| Investment Management Corp of Ontario | 0.43% | Add +73.4% | 343,412 | $32.3M |
| Raymond James Financial Inc. | 0.01% | Add +122.8% | 342,338 | $32.2M |
| Zurich Insurance Group Ltd | 0.22% | Add +0.5% | 341,163 | $32.2M |
| Godsey & Gibb, Inc. | 2.75% | Reduce -4.1% | 324,806 | $30.6M |
| Varma Mutual Pension Insurance Co | 0.17% | Add +2.3% | 301,698 | $28.5M |
| Waratah Capital Advisors Ltd. | 2.14% | Add +23.4% | 298,574 | $28.1M |
| Cardinal Point Capital Management ULC | 1.83% | Reduce -0.6% | 296,898 | $28.0M |
| Erste Asset Management GmbH | 0.23% | Add +16.2% | 285,773 | $27.0M |
| Man Group plc | 0.05% | Add +71.9% | 284,090 | $26.8M |
| Swiss Life Asset Management Ltd | 0.13% | Add +6.5% | 278,103 | $26.2M |
| USS Investment Management Ltd | 0.13% | No change | 277,316 | $26.2M |
| Sienna Gestion | 1.56% | No change | 274,559 | $25.9M |
| Canerector Inc. | 12.66% | No change | 200,000 | $25.9M |
| Janus Henderson Group PLC | 0.01% | Reduce -1.3% | 264,466 | $25.0M |
| ASR Vermogensbeheer N.V. | 0.28% | No change | 253,361 | $23.9M |
| Harvest Portfolios Group Inc. | 0.41% | Add +36.9% | 251,979 | $23.7M |
| Triasima Portfolio Management inc. | 3.55% | Add +10.2% | 251,170 | $23.7M |
| Creative Planning | 0.02% | Add +12.0% | 246,193 | $23.2M |
| Heathbridge Capital Management Ltd. | 8.84% | Reduce -1.8% | 245,100 | $23.1M |
| Coleford Investment Management Ltd. | 5.44% | Reduce -2.3% | 236,946 | $22.3M |
| Maryland State Retirement & Pension System | 0.45% | Reduce -1.1% | 234,301 | $22.1M |
| Generali Asset Management SPA SGR | 0.44% | Reduce -2.4% | 165,513 | $21.4M |
| LPL Financial LLC | 0.01% | Add +12.3% | 222,059 | $20.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +42.6% | 219,513 | $20.5M |
| Cidel Asset Management Inc. | 1.35% | Reduce -64.4% | 201,604 | $19.0M |
| Crossmark Global Holdings, Inc. | 0.26% | Reduce -9.8% | 194,995 | $18.4M |
| Utah Retirement Systems | 0.17% | No change | 192,678 | $18.2M |
| Portland Investment Counsel Inc. | 5.45% | Reduce -31.8% | 192,000 | $18.1M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.16% | — | 191,644 | $18.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.3% | 183,437 | $17.3M |
| Lord, Abbett & Co. LLC | 0.05% | Add +4.7% | 180,696 | $17.0M |
| Genus Capital Management Inc. | 1.95% | Add +68.2% | 177,625 | $16.8M |
| Prudential Financial Inc. | 0.02% | Add +172.8% | 175,541 | $16.6M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.23% | — | 167,004 | $15.8M |
| American Assets Investment Management, LLC | 1.07% | No change | 165,000 | $15.5M |
| Mediolanum International Funds Ltd | 0.15% | Add +81.3% | 158,804 | $15.1M |
| Lorne Steinberg Wealth Management Inc. | 3.38% | Add +1.1% | 155,697 | $14.7M |
| HRT Financial LP | 0.04% | Add +1425.9% | 139,845 | $13.2M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -66.9% | 137,540 | $13.0M |
| Osmosis Investment Management UK Ltd | 0.32% | — | 132,741 | $12.5M |
| Quantinno Capital Management LP | 0.02% | Add +29.0% | 130,323 | $12.3M |
| Fiera Capital Corp | 0.04% | Reduce -84.5% | 128,231 | $12.1M |
| Claret Asset Management Corp | 1.36% | Reduce -1.0% | 122,998 | $11.6M |
| Voya Investment Management LLC | 0.01% | Reduce -2.5% | 121,017 | $11.4M |
| Gold Investment Management Ltd. | 3.55% | Add +1.3% | 118,115 | $11.1M |
| PCJ Investment Counsel Ltd. | 2.69% | Add +14.7% | 115,540 | $10.9M |
| Lombard Odier Asset Management (Switzerland) SA | 0.46% | Reduce -16.6% | 113,772 | $10.7M |
| Jane Street Group, LLC | 0.01% | Reduce -39.5% | 112,578 | $10.6M |
| ExodusPoint Capital Management, LP | 0.12% | Add +137.0% | 111,700 | $10.5M |
| Cumberland Partners Ltd | 0.63% | Add +0.1% | 109,259 | $10.3M |
| Modera Wealth Management, LLC | 0.12% | Reduce -5.3% | 107,623 | $10.1M |
| Allianz Asset Management GmbH | 0.01% | Add +9.7% | 107,053 | $10.1M |
| SIG North Trading, ULC | 1.75% | Reduce -70.3% | 106,306 | $10.0M |
| Ninepoint Partners LP | 1.14% | Add +263.0% | 102,340 | $9.6M |
| Bridgewater Associates | 0.03% | Reduce -9.6% | 99,698 | $9.4M |
| Stifel Financial Corp. | 0.01% | Reduce -7.3% | 96,433 | $9.1M |
| NewSquare Capital LLC | 0.75% | Reduce -29.2% | 89,960 | $8.5M |
| Cetera Investment Advisers | 0.01% | Add +9.0% | 89,873 | $8.5M |
| Hennessy Advisors Inc. | 0.30% | Reduce -5.3% | 88,700 | $8.4M |
| Natixis | 0.03% | Reduce -12.3% | 88,229 | $8.3M |
| Gulf International Bank (UK) Ltd | 0.27% | Add +0.0% | 87,826 | $8.3M |
| Fiduciary Trust Co | 0.09% | Reduce -1.8% | 85,740 | $8.1M |
| JCIC Asset Management Inc. | 2.46% | Add +891.5% | 85,248 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.1% | 85,168 | $8.0M |
| Mariner, LLC | 0.01% | Add +28.6% | 83,159 | $7.8M |
| Capital World Investors | 0.00% | Add +1.5% | 81,441 | $7.7M |
| Davis-Rea LTD. | 1.89% | Reduce -7.1% | 80,208 | $7.6M |
| Van Eck Associates Corp. | 0.01% | Add +3.6% | 79,170 | $7.5M |
| DKRT Investments Corp. | 2.00% | Reduce -28.6% | 75,000 | $7.1M |
| Marshall Wace, LLP | 0.01% | Add +446.5% | 72,680 | $6.8M |
| JTC Employer Solutions Trustee Ltd | 0.46% | No change | 71,315 | $6.7M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 71,353 | $6.7M |
| K.J. Harrison & Partners Inc | 0.89% | Reduce -1.8% | 71,314 | $6.7M |
| Susquehanna Advisors Group, Inc. | 0.25% | New | 71,000 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.7% | 57,213 | $6.5M |
| Stablepoint Partners, LLC | 1.00% | Add +0.2% | 68,148 | $6.4M |
| Metis Global Partners, LLC | 0.15% | Reduce -20.2% | 65,595 | $6.2M |
| Citadel Advisors | 0.00% | Reduce -89.1% | 64,076 | $6.0M |
| Pacifica Partners Inc. | 2.66% | Reduce -0.3% | 63,493 | $6.0M |
| HSBC Holdings PLC | 0.00% | Reduce -94.5% | 63,499 | $6.0M |
| Beaton Management Co. Inc. | 2.55% | Reduce -0.1% | 61,489 | $5.8M |
| UNIVEST FINANCIAL Corp | 0.30% | No change | 60,782 | $5.7M |
| Credit Agricole S A | 0.02% | Reduce -24.4% | 60,501 | $5.7M |
| Lighthouse Investment Partners, LLC | 0.19% | Reduce -60.8% | 59,970 | $5.7M |
| Rempart Asset Management Inc. | 1.03% | Reduce -1.1% | 57,948 | $5.5M |
| Ewing Morris & Co. Investment Partners Ltd. | 2.23% | Reduce -2.5% | 53,357 | $5.1M |
| Two Sigma Advisers, LP | 0.01% | New | 53,606 | $5.0M |
| Worldquant Millennium Advisors LLC | 0.02% | Add +106.2% | 53,404 | $5.0M |
| Trust Co. of Vermont | 0.21% | Reduce -5.0% | 53,264 | $5.0M |
| Cerity Partners LLC | 0.01% | Reduce -18.8% | 52,376 | $4.9M |
| Corient Private Wealth LP | 0.01% | Reduce -7.9% | 52,281 | $4.9M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -6.0% | 52,157 | $4.9M |
| Wasatch Advisors LP | 0.03% | Add +0.6% | 51,494 | $4.9M |
| Value Partners Investments Inc. | 0.36% | Add +1.1% | 49,288 | $4.7M |
| Louisbourg Investments Inc. | 0.91% | Reduce -16.4% | 48,419 | $4.6M |
| Burkett Asset Management Ltd | 4.60% | — | 48,251 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -65.1% | 46,795 | $4.4M |
| Tacita Capital Inc | 2.55% | Add +1.8% | 46,614 | $4.4M |
| Cardinal Capital Management | 0.58% | Add +0.2% | 46,500 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.6% | 46,394 | $4.4M |
| Magnetar Financial LLC | 0.05% | New | 45,709 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +69.2% | 45,138 | $4.3M |
| Vise Technologies, Inc. | 0.08% | Add +53.7% | 44,734 | $4.2M |
| Park Avenue Securities LLC | 0.04% | Add +4.8% | 44,706 | $4.2M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +11.8% | 43,887 | $4.1M |
| Welch & Forbes LLC | 0.05% | Reduce -3.3% | 43,734 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.1% | 43,683 | $4.1M |
| Focus Partners Wealth | 0.00% | Add +9.4% | 43,219 | $4.1M |
| Auto-Owners Insurance Co | 0.08% | No change | 42,096 | $4.0M |
| LRT Capital Management, LLC | 3.33% | Reduce -14.7% | 41,224 | $3.9M |
| Plato Investment Management Ltd | 0.25% | No change | 40,925 | $3.9M |
| Susquehanna Fundamental Investments, LLC | 0.13% | New | 40,800 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.3% | 40,333 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +24.5% | 39,844 | $3.8M |
| M&T Bank Corp | 0.01% | Add +0.6% | 39,658 | $3.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -7.0% | 38,600 | $3.6M |
| Cassaday & Co Wealth Management LLC | 0.08% | No change | 38,206 | $3.6M |
| Kepler Cheuvreux (Suisse) SA | 0.20% | New | 27,626 | $3.6M |
| DJE Kapital AG | 0.10% | New | 36,800 | $3.5M |
| Quadrant Capital Group LLC | 0.10% | No change | 36,820 | $3.5M |
| Tableaux LLC | 2.43% | Reduce -50.3% | 36,465 | $3.4M |
| Creegan & Nassoura Financial Group, LLC | 2.17% | Reduce -5.1% | 35,500 | $3.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -97.6% | 35,354 | $3.3M |
| IMC-Chicago, LLC | 0.06% | New | 35,359 | $3.3M |
| Twin Tree Management, LP | 0.34% | New | 34,916 | $3.3M |
| Baldwin Wealth Partners LLC | 0.21% | No change | 34,875 | $3.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | No change | 34,383 | $3.2M |
| Evelyn Partners Investment Management LLP | 0.09% | No change | 34,069 | $3.2M |
| Prudential PLC | 0.02% | Add +34.4% | 32,806 | $3.1M |
| Captrust Financial Advisors | 0.01% | Add +105.7% | 32,781 | $3.1M |
| Rathbones Group PLC | 0.01% | Reduce -0.8% | 31,285 | $3.0M |
| Te Ahumairangi Investment Management Ltd | 0.53% | Reduce -45.7% | 31,239 | $2.9M |
| Barclays PLC | 0.00% | Reduce -6.7% | 31,132 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +3.7% | 31,027 | $2.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +0.3% | 29,860 | $2.8M |
| Flagship Capital Management Inc. | 1.98% | — | 29,782 | $2.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | New | 29,691 | $2.8M |
| Sustainable Insight Capital Management, LLC | 0.93% | Reduce -56.5% | 29,513 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.5% | 29,501 | $2.8M |
| Sumitomo Life Insurance Co. | 0.08% | Add +47.7% | 29,344 | $2.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +47.7% | 29,344 | $2.8M |
| Claro Advisors Inc. | 0.38% | Reduce -0.0% | 29,318 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.4% | 28,511 | $2.7M |
| Pinnacle Associates Ltd. | 0.03% | Add +19.3% | 28,222 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Add +35.0% | 28,163 | $2.7M |
| Moneco Advisors, LLC | 0.21% | No change | 28,158 | $2.7M |
| &partners | 0.01% | Add +1.6% | 27,780 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.5% | 27,617 | $2.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +36.3% | 27,515 | $2.6M |
| WealthTrust Axiom LLC | 0.65% | Reduce -1.5% | 26,871 | $2.5M |
| Resources Management Corp. /CT/ | 0.32% | Reduce -20.9% | 26,451 | $2.5M |
| Signaturefd, LLC | 0.04% | Add +4.1% | 25,598 | $2.4M |
| Group One Trading LLC | 0.07% | Add +356.1% | 25,461 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +20.6% | 25,384 | $2.4M |
| Moors & Cabot, Inc. | 0.10% | No change | 25,137 | $2.4M |
| US Bancorp \de | 0.00% | Add +8.7% | 24,972 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +15.9% | 24,741 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.8% | 24,423 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.2% | 24,439 | $2.3M |
| Compound Planning, Inc. | 0.07% | Add +13.5% | 24,264 | $2.3M |
| GAM Holding AG | 0.15% | Add +308.5% | 24,100 | $2.3M |
| Cardinal Capital Management, Inc. | 0.05% | Reduce -0.1% | 17,509 | $2.3M |
| Applied Capital LLC | 1.55% | Add +1.2% | 24,041 | $2.3M |
| PARK CIRCLE Co | 1.99% | Reduce -3.3% | 23,400 | $2.2M |
| LRI Investments, LLC | 0.18% | Reduce -1.1% | 23,400 | $2.2M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -2.5% | 23,317 | $2.2M |
| Family Legacy, Inc. | 0.66% | Reduce -1.0% | 23,303 | $2.2M |
| Ieq Capital, LLC | 0.01% | Add +31.2% | 23,142 | $2.2M |
| IFG Advisory, LLC | 0.09% | Reduce -9.5% | 21,832 | $2.1M |
| Probity Advisors, Inc. | 0.33% | Reduce -10.5% | 21,586 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.0% | 21,339 | $2.0M |
| Morningstar Investment Management LLC | 0.12% | New | 21,097 | $2.0M |
| Principal Securities, Inc. | 0.03% | Add +20.8% | 21,034 | $2.0M |
| Nordwand Advisors, LLC | 0.34% | No change | 20,800 | $2.0M |
| Weaver C. Barksdale & Associates, Inc. | 2.05% | Reduce -11.3% | 20,719 | $2.0M |
| Highland Capital Management, LLC | 0.10% | Reduce -10.5% | 20,550 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.7% | 19,564 | $1.8M |
| Ativo Capital Management LLC | 1.59% | Add +92.5% | 19,279 | $1.8M |
| Hudson Portfolio Management LLC | 1.56% | Reduce -10.8% | 19,208 | $1.8M |
| O'Neil Global Advisors, Inc. | 0.61% | No change | 18,688 | $1.8M |
| Sei Investments Co. | 0.00% | Add +12.2% | 18,320 | $1.7M |
| Plimoth Trust Co. LLC | 0.38% | Reduce -2.6% | 18,192 | $1.7M |
| Commons Capital, LLC | 1.19% | Reduce -1.2% | 18,026 | $1.7M |
| Foster & Motley Inc. | 0.09% | Reduce -4.3% | 17,903 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +15.6% | 17,369 | $1.6M |
| LVM Capital Management Ltd. | 0.15% | Reduce -2.0% | 17,336 | $1.6M |
| Bleakley Financial Group, LLC | 0.03% | Add +38.7% | 16,963 | $1.6M |
| Donaldson Capital Management, LLC | 0.05% | Add +3.1% | 16,893 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | — | 16,804 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | New | 16,747 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.4% | 16,523 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -5.4% | 16,466 | $1.6M |
| Greenfield Seitz Capital Management, LLC | 0.51% | Reduce -4.5% | 16,442 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +433.7% | 16,218 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +1.3% | 15,935 | $1.5M |
| Rhumbline Advisers | 0.00% | Reduce -6.3% | 15,188 | $1.4M |
| Syon Capital LLC | 0.07% | Add +2.6% | 15,166 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.08% | Reduce -0.4% | 15,031 | $1.4M |
| American Assets Inc. | 0.45% | No change | 15,000 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.4% | 14,825 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Add +2.9% | 14,825 | $1.4M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -0.3% | 14,755 | $1.4M |
| CENTRAL TRUST Co | 0.03% | No change | 14,731 | $1.4M |
| Balanced Rock Investment Advisors LLC | 0.97% | Reduce -3.3% | 14,516 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.8% | 14,331 | $1.4M |
| Qtron Investments LLC | 0.17% | Reduce -12.8% | 14,073 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.08% | Add +0.4% | 13,993 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -30.6% | 13,966 | $1.3M |
| Forum Financial Management, LP | 0.02% | No change | 13,483 | $1.3M |
| Caprock Group, LLC | 0.03% | Add +16.8% | 13,231 | $1.2M |
| ARS Wealth Advisors Group, LLC | 0.11% | No change | 13,120 | $1.2M |
| HM Payson & Co. | 0.02% | Reduce -1.1% | 12,599 | $1.2M |
| Main Line Retirement Advisors, LLC | 0.58% | Add +0.9% | 12,152 | $1.1M |
| Jain Global LLC | 0.01% | Reduce -25.4% | 12,100 | $1.1M |
| UMB Bank, n.a. | 0.01% | Reduce -6.6% | 11,920 | $1.1M |
| Radnor Capital Management, LLC | 0.17% | Reduce -0.6% | 11,836 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.3% | 11,827 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Reduce -2.9% | 11,740 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | — | 11,603 | $1.1M |
| Ethic Inc. | 0.02% | Add +13.5% | 11,594 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.07% | No change | 11,578 | $1.1M |
| Silverlake Wealth Management LLC | 0.24% | Add +2.4% | 11,389 | $1.1M |
| Bridgewater Advisors Inc. | 0.07% | Add +1.6% | 11,380 | $1.1M |
| Callan Family Office, LLC | 0.02% | Add +111.0% | 11,200 | $1.1M |
| PCM Encore, LLC | 0.22% | — | 11,132 | $1.0M |
| Havemeyer Place LP | 0.20% | — | 10,891 | $1.0M |
| Allianz SE | 0.01% | No change | 10,650 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +2.4% | 10,664 | $1.0M |
| Affinity Capital Advisors, LLC | 0.14% | No change | 10,590 | $998K |
| Quilter Plc | 0.02% | Reduce -7.1% | 10,425 | $983K |
| Aigen Investment Management, LP | 0.22% | New | 8,087 | $970K |
| World Investment Advisors | 0.02% | Add +38.1% | 10,199 | $961K |
| Ti-Trust, Inc. | 0.59% | Add +0.4% | 10,130 | $954K |
| Themes Management Co LLC | 0.76% | — | 10,098 | $951K |
| Chesapeake Capital Corp. | 0.79% | No change | 10,055 | $947K |
| Tidal Investments LLC | 0.00% | No change | 10,055 | $947K |
| Avalon Trust Co | 0.06% | No change | 10,000 | $942K |
| M. Kulyk & Associates, LLC | 0.18% | Reduce -3.0% | 9,990 | $941K |
| Warner Group LLC | 0.58% | New | 9,982 | $940K |
| First Citizens Bank & Trust Co. | 0.02% | Add +2.3% | 9,920 | $934K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +5.6% | 9,773 | $921K |
| Sivia Capital Partners, LLC | 0.19% | Add +170.3% | 9,739 | $917K |
| Fulton Bank, N.A. | 0.03% | Reduce -22.7% | 9,572 | $902K |
| Ritholtz Wealth Management | 0.02% | Add +10.2% | 9,446 | $890K |
| Vident Advisory, LLC | 0.01% | Add +30.7% | 9,344 | $880K |
| CRA Financial Services, LLC | 0.11% | Add +0.5% | 9,320 | $878K |
| Financial & Tax Architects, LLC | 0.20% | New | 9,293 | $875K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.5% | 9,130 | $860K |
| Walter Public Investments Inc. | 0.15% | No change | 9,000 | $848K |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.0% | 8,983 | $846K |
| Rockland Trust Co. | 0.03% | Add +25.9% | 8,969 | $845K |
| Penobscot Investment Management Company, Inc. | 0.06% | No change | 8,784 | $827K |
| NewEdge Advisors, LLC | 0.00% | Add +5.7% | 8,761 | $825K |
| Walleye Capital LLC | 0.01% | Reduce -1.7% | 8,740 | $823K |
| Summit Securities Group LLC | 0.15% | Add +383.3% | 8,700 | $820K |
| Keybank National Association | 0.00% | No change | 8,680 | $818K |
| Burney Co./ | 0.03% | Reduce -3.0% | 8,657 | $816K |
| Wellington-Altus USA Inc. | 0.60% | — | 8,364 | $809K |
| Evergreen Capital Management LLC | 0.02% | Add +1.1% | 8,544 | $805K |
| Atria Investments, Inc | 0.01% | Reduce -7.4% | 8,483 | $799K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -61.8% | 8,416 | $793K |
| SkyOak Wealth, LLC | 0.14% | Reduce -1.0% | 8,398 | $791K |
| LGT Group Foundation | 0.01% | No change | 8,300 | $785K |
| United Community Bank | 0.29% | Add +0.3% | 8,110 | $764K |
| Essex Financial Services, Inc. | 0.04% | Add +3.0% | 8,071 | $760K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.03% | — | 8,000 | $754K |
| Versant Capital Management, Inc | 0.09% | Add +8.6% | 7,982 | $752K |
| Passumpsic Savings Bank | 0.41% | — | 7,960 | $750K |
| PDS Planning, Inc | 0.05% | Add +0.8% | 7,867 | $741K |
| Brucke Financial, Inc. | 0.40% | Add +0.3% | 7,862 | $741K |
| Pathway Financial Advisers, LLC | 0.21% | Add +0.5% | 7,826 | $737K |
| Candriam S.C.A. | 0.00% | New | 7,792 | $735K |
| Wolff Financial Management LLC | 0.16% | No change | 7,771 | $732K |
| Baskin Financial Services Inc. | 0.05% | Add +12.6% | 7,737 | $729K |
| QRG Capital Management, Inc. | 0.01% | Add +11.9% | 7,659 | $721K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.3% | 7,611 | $717K |
| Avanza Fonder AB | 0.02% | New | 5,495 | $711K |
| Farther Finance Advisors, LLC | 0.01% | Add +181.7% | 7,492 | $706K |
| Carnegie Lake Advisors LLC | 0.26% | No change | 7,299 | $688K |
| One Capital Management, LLC | 0.02% | New | 7,269 | $686K |
| Danske Bank A/S | 0.00% | Reduce -23.4% | 7,183 | $678K |
| Xponance LLC | 0.01% | New | 7,165 | $676K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.7% | 7,133 | $672K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -1.6% | 7,090 | $668K |
| Brown Advisory Inc. | 0.00% | Add +3.1% | 7,046 | $664K |
| Old Port Advisors | 0.16% | Reduce -0.3% | 7,040 | $663K |
| Net Worth Advisory Group | 0.13% | Add +13.2% | 6,971 | $657K |
| Wesbanco Bank Inc. | 0.02% | No change | 6,848 | $645K |
| Hanson & Doremus Investment Management | 0.08% | Reduce -0.3% | 6,792 | $640K |
| Mgo One Seven LLC | 0.01% | Add +4.0% | 6,775 | $638K |
| FineMark National Bank & Trust | 0.02% | Reduce -6.9% | 6,768 | $638K |
| Algert Global LLC | 0.01% | Add +33.5% | 6,683 | $631K |
| SHP Wealth Management | 0.05% | — | 6,609 | $623K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +16.1% | 6,566 | $619K |
| Global Retirement Partners, LLC | 0.01% | Add +20.4% | 6,473 | $610K |
| Greenfield Savings Bank | 0.26% | Reduce -1.7% | 6,444 | $607K |
| Ranch Capital Advisors Inc. | 0.22% | Add +0.0% | 6,413 | $604K |
| Mystic Asset Management, Inc. | 0.14% | Reduce -19.1% | 6,348 | $598K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -87.4% | 6,334 | $597K |
| Keynote Financial Services LLC | 0.34% | No change | 6,312 | $595K |
| Cwm, LLC | 0.00% | Add +20.1% | 6,175 | $582K |
| Investors Research Corp | 0.11% | Reduce -47.3% | 6,172 | $581K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 6,140 | $578K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.0% | 6,119 | $576K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 6,075 | $572K |
| Cabot Wealth Management Inc. | 0.06% | No change | 6,032 | $568K |
| Davis R M Inc. | 0.01% | Add +4.1% | 5,949 | $560K |
| DAVENPORT & Co LLC | 0.00% | New | 5,923 | $558K |
| West Family Investments, Inc. | 0.13% | No change | 5,918 | $557K |
| Parallel Advisors, LLC | 0.01% | Add +3.4% | 5,884 | $554K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 5,633 | $536K |
| Cary Street Partners Financial LLC | 0.01% | New | 5,623 | $530K |
| SlateStone Wealth, LLC | 0.04% | No change | 5,544 | $522K |
| Sky Investment Group LLC | 0.09% | Add +0.9% | 5,494 | $518K |
| Bennett Selby Investments LP | 0.17% | No change | 5,474 | $516K |
| WASHINGTON TRUST Co | 0.02% | Reduce -5.7% | 5,472 | $515K |
| Wealthspire Advisors, LLC | 0.00% | Add +63.2% | 5,465 | $515K |
| Crestwood Advisors Group, LLC | 0.01% | Add +12.6% | 5,428 | $511K |
| Baird Financial Group, Inc. | 0.00% | Add +4.3% | 5,427 | $511K |
| Virtus Advisers, LLC | 0.25% | Add +14.2% | 3,941 | $510K |
| Boston Trust Walden Corp | 0.00% | No change | 5,400 | $509K |
| Hemenway Trust Co LLC | 0.04% | Reduce -1.1% | 5,375 | $506K |
| Wright Investors Service Inc. | 0.15% | Reduce -2.8% | 5,362 | $505K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 5,340 | $503K |
| Marble Harbor Investment Counsel, LLC | 0.05% | Add +8.1% | 5,309 | $500K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +154.1% | 5,265 | $496K |
| Wealth Management Associates, Inc. | 0.17% | Add +0.3% | 5,246 | $494K |
| Blue Trust, Inc. | 0.01% | Add +2248.9% | 5,238 | $493K |
| Independent Advisor Alliance | 0.01% | Add +58.8% | 5,160 | $486K |
| Income Insurance Ltd | 0.31% | — | 5,135 | $485K |
| Covenant Asset Management, LLC | 0.09% | No change | 5,142 | $484K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.1% | 5,137 | $484K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 7,641 | $483K |
| Manske Wealth Management | 0.14% | Reduce -3.1% | 5,101 | $481K |
| Tower Bridge Advisors | 0.05% | No change | 5,065 | $477K |
| Natural Investments, LLC | 0.12% | Add +8.4% | 5,073 | $477K |
| Asahi Life Asset Management Co., LTD. | 0.26% | New | 5,033 | $475K |
| Grey Ledge Advisors, LLC | 0.11% | Add +0.2% | 5,035 | $474K |
| Next Level Private LLC | 0.12% | New | 5,023 | $473K |
| Aprio Wealth Management, LLC | 0.03% | Add +4.2% | 4,997 | $471K |
| Legacy Financial Advisors, Inc. | 0.06% | Reduce -2.5% | 4,982 | $469K |
| AlphaCore Capital LLC | 0.01% | Add +64.0% | 4,952 | $466K |
| Rehmann Capital Advisory Group | 0.02% | New | 4,944 | $466K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -13.2% | 4,921 | $464K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.1% | 5,656 | $462K |
| Sowell Financial Services LLC | 0.02% | Add +8.3% | 4,892 | $461K |
| Bar Harbor Wealth Management | 0.03% | Reduce -19.5% | 4,890 | $461K |
| Cypress Capital Group | 0.05% | Reduce -6.8% | 4,886 | $460K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.1% | 4,853 | $457K |
| Ascent Group, LLC | 0.02% | Reduce -2.7% | 4,790 | $451K |
| Commerce Bank | 0.00% | Add +23.7% | 4,787 | $451K |
| United Capital Financial Advisors, LLC | 0.00% | Add +8.0% | 4,767 | $449K |
| Verdence Capital Advisors LLC | 0.03% | No change | 4,722 | $445K |
| XTX Topco Ltd | 0.01% | Reduce -90.8% | 4,709 | $444K |
| Westerkirk Capital Inc. | 0.04% | Reduce -93.6% | 4,649 | $438K |
| Fiduciary Group, LLC | 0.04% | No change | 4,644 | $437K |
| HB Wealth Management, LLC | 0.00% | Add +46.4% | 4,623 | $435K |
| Addison Advisors LLC | 0.10% | Add +0.7% | 4,613 | $435K |
| Parsons Capital Management Inc. | 0.02% | Add +32.5% | 4,568 | $430K |
| Powers Advisory Group, LLC | 0.16% | No change | 4,538 | $427K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -0.6% | 4,531 | $427K |
| Waverly Advisors, LLC | 0.00% | New | 4,498 | $424K |
| Successful Portfolios LLC | 0.21% | Add +36.3% | 4,442 | $419K |
| Citizens Financial Group Inc. | 0.01% | Add +1.3% | 4,389 | $413K |
| Pure Financial Advisors, LLC | 0.01% | New | 4,337 | $409K |
| Allworth Financial LP | 0.00% | Add +46.3% | 4,311 | $406K |
| Merit Financial Group, LLC | 0.00% | Add +9.9% | 4,297 | $405K |
| Alhambra Investment Management LLC | 0.19% | No change | 4,251 | $400K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -2.4% | 4,123 | $388K |
| Ameritas Advisory Services, LLC | 0.01% | Add +404.1% | 4,093 | $386K |
| Cromwell Holdings LLC | 0.21% | No change | 4,091 | $385K |
| Five Oceans Advisors | 0.14% | No change | 4,091 | $385K |
| Csenge Advisory Group | 0.02% | Reduce -0.5% | 4,073 | $384K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -35.7% | 4,059 | $382K |
| CIBC Private Wealth Group LLC | 0.00% | Add +39.1% | 4,051 | $382K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -6.9% | 4,050 | $382K |
| Independence Financial Advisors, LLC | 0.10% | No change | 4,046 | $381K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -17.0% | 4,025 | $380K |
| Guggenheim Capital LLC | 0.00% | Reduce -23.3% | 4,025 | $379K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.8% | 4,014 | $378K |
| Boston Common Asset Management, LLC | 0.02% | Reduce -11.9% | 4,013 | $378K |
| Coastline Trust Co | 0.04% | No change | 4,000 | $377K |
| Pines Wealth Management, LLC | 0.12% | Reduce -21.4% | 3,935 | $371K |
| Coldstream Capital Management Inc. | 0.00% | Add +23.6% | 3,913 | $369K |
| MFA Wealth Services | 0.25% | Reduce -15.9% | 3,910 | $368K |
| Blair William & Co. | 0.00% | Add +1.1% | 3,837 | $361K |
| Columbia Asset Management | 0.06% | New | 3,835 | $361K |
| Bath Savings Trust Co | 0.04% | Reduce -5.0% | 3,810 | $359K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,762 | $354K |
| LOM Asset Management Ltd | 0.10% | New | 3,042 | $353K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -7.4% | 3,731 | $351K |
| Evolve Private Wealth, LLC | 0.02% | — | 3,725 | $351K |
| Kathmere Capital Management, LLC | 0.02% | Add +5.2% | 3,715 | $350K |
| Empirical Asset Management, LLC | 0.10% | No change | 3,708 | $349K |
| BNP Paribas | 0.01% | New | 3,696 | $349K |
| CVA Family Office, LLC | 0.04% | No change | 3,617 | $341K |
| Abacus Wealth Partners, LLC | 0.03% | New | 3,578 | $337K |
| Burns J W & Co. Inc. | 0.04% | Reduce -1.4% | 3,568 | $336K |
| Adirondack Trust Co. | 0.11% | No change | 3,562 | $336K |
| Flatrock Wealth Partners LLC | 0.16% | — | 3,561 | $335K |
| Old North State Wealth Management, LLC | 0.16% | Reduce -2.4% | 3,551 | $335K |
| Arax Advisory Partners | 0.01% | Reduce -52.9% | 3,548 | $334K |
| Edgestream Partners, L.P. | 0.01% | New | 3,545 | $334K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,539 | $333K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 3,530 | $333K |
| Berger Financial Group, Inc | 0.02% | No change | 3,526 | $332K |
| Riversedge Advisors, LLC | 0.05% | Add +5.2% | 3,523 | $332K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +13.1% | 3,518 | $331K |
| Shelton Capital Management | 0.01% | No change | 3,492 | $329K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.3% | 3,476 | $327K |
| Summit Global Investments | 0.02% | New | 3,469 | $327K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +0.5% | 3,424 | $323K |
| Means Investment Co., Inc. | 0.03% | Reduce -1.6% | 3,412 | $321K |
| Carter Financial Group, INC. | 0.19% | New | 3,405 | $321K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 3,402 | $320K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -18.5% | 3,366 | $317K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -3.2% | 3,350 | $316K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -7.3% | 3,304 | $311K |
| Westover Capital Advisors, LLC | 0.06% | No change | 3,292 | $310K |
| Brown Brothers Harriman & Co. | 0.00% | Add +32.4% | 3,271 | $308K |
| SG Trading Solutions, LLC | 0.07% | — | 3,270 | $308K |
| Wealth Effects LLC | 0.10% | No change | 3,258 | $307K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,254 | $307K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +9.7% | 3,238 | $305K |
| Veratis Advisors, Inc. | 0.24% | — | 3,200 | $304K |
| Arkadios Wealth Advisors | 0.01% | New | 3,207 | $302K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 3,178 | $299K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -28.3% | 3,163 | $298K |
| Braun-Bostich & Associates Inc. | 0.18% | New | 3,158 | $297K |
| Western Wealth Management, LLC | 0.01% | Add +0.0% | 3,156 | $297K |
| Harbor Group, Inc. | 0.04% | New | 3,152 | $297K |
| Williams Financial, LLC | 0.17% | No change | 3,146 | $296K |
| Verition Fund Management LLC | 0.00% | Reduce -54.1% | 3,108 | $293K |
| WorthPointe, LLC | 0.08% | Add +1.3% | 3,101 | $292K |
| Leo Wealth, LLC | 0.02% | Reduce -0.1% | 3,081 | $290K |
| Advisory Services Network, LLC | 0.00% | Add +11.6% | 3,062 | $288K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,060 | $288K |
| Florida Trust Wealth Management Co | 0.01% | Add +16.2% | 3,059 | $288K |
| Payne Capital LLC | 0.29% | No change | 3,050 | $287K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 3,048 | $287K |
| MAI Capital Management | 0.00% | Add +3.0% | 3,017 | $284K |
| Fiduciary Financial Group, LLC | 0.04% | Add +4.9% | 3,000 | $283K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 3,000 | $283K |
| Bank of New Hampshire | 0.06% | No change | 2,996 | $282K |
| Kelleher Financial Advisors | 0.07% | Add +0.2% | 2,988 | $281K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.6% | 2,902 | $281K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 2,963 | $279K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 2,890 | $272K |
| Apella Capital, LLC | 0.01% | No change | 2,880 | $271K |
| Simplicity Wealth,LLC | 0.02% | No change | 2,876 | $271K |
| Munich Reinsurance Co Stock Corp in Munich | 0.01% | Reduce -96.6% | 2,838 | $269K |
| Saturna Capital Corp. | 0.00% | No change | 2,850 | $268K |
| Jacobi Capital Management LLC | 0.02% | Reduce -4.4% | 2,849 | $268K |
| Clarius Group, LLC | 0.02% | No change | 2,847 | $268K |
| Birch Financial Group, LLC | 0.15% | No change | 2,831 | $267K |
| KCM Investment Advisors LLC | 0.01% | Reduce -1.9% | 2,794 | $263K |
| Waterloo Capital, L.P. | 0.02% | New | 2,788 | $263K |
| Busey Bank | 0.01% | New | 2,782 | $262K |
| Firestone Capital Management | 0.05% | No change | 2,740 | $258K |
| OneAscent Family Office, LLC | 0.17% | New | 2,729 | $257K |
| Shulman DeMeo Asset Management LLC | 0.06% | No change | 2,707 | $255K |
| BetterWealth, LLC | 0.06% | Reduce -2.7% | 2,680 | $252K |
| Venturi Wealth Management, LLC | 0.01% | New | 2,676 | $252K |
| Arrow Financial Corp | 0.03% | No change | 2,668 | $251K |
| Canopy Partners, LLC | 0.08% | Add +2.3% | 2,665 | $251K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.8% | 2,656 | $250K |
| Sensenig Capital Advisors, Inc | 0.25% | — | 2,647 | $249K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,647 | $249K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -1.3% | 2,641 | $249K |
| Capital Investment Advisors, LLC | 0.00% | No change | 2,630 | $248K |
| Savvy Advisors, Inc. | 0.01% | Add +1.5% | 2,625 | $247K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,592 | $244K |
| Silver Oak Securities, Incorporated | 0.02% | No change | 2,561 | $243K |
| Accurate Wealth Management, LLC | 0.03% | Add +0.4% | 2,567 | $242K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.1% | 2,566 | $242K |
| Choate Investment Advisors | 0.00% | No change | 2,558 | $241K |
| Hilltop National Bank | 0.06% | Add +127.4% | 2,549 | $240K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 2,540 | $239K |
| Whalerock Point Partners, LLC | 0.05% | No change | 2,525 | $238K |
| Spire Wealth Management | 0.01% | Reduce -19.0% | 2,520 | $237K |
| Procyon Advisors, LLC | 0.01% | New | 2,513 | $237K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,508 | $236K |
| Omnia Family Wealth, LLC | 0.07% | No change | 2,504 | $236K |
| Inspirion Wealth Advisors, LLC | 0.03% | New | 2,500 | $236K |
| CX Institutional | 0.01% | Reduce -29.3% | 2,483 | $234K |
| YHB Investment Advisors, Inc. | 0.02% | New | 2,478 | $233K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | New | 2,465 | $232K |
| Aft, Forsyth & Company, Inc. | 0.10% | New | 2,450 | $231K |
| Breakwater Capital Group | 0.03% | Reduce -3.5% | 2,442 | $230K |
| Smartleaf Asset Management LLC | 0.01% | Add +159.6% | 2,427 | $230K |
| Tocqueville Asset Management L.P. | 0.00% | New | 2,429 | $229K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -12.0% | 2,414 | $227K |
| Massachusetts Wealth Management | 0.11% | New | 2,410 | $227K |
| Atlas Capital Advisors Inc. | 0.03% | — | 2,401 | $226K |
| Clearstead Trust, LLC | 0.04% | No change | 2,400 | $226K |
| Lester Murray Antman dba SimplyRich | 0.06% | New | 2,400 | $226K |
| Hill Investment Group Partners, LLC | 0.03% | New | 2,398 | $226K |
| Jeppson Wealth Management, LLC | 0.07% | New | 2,374 | $224K |
| PFG Investments, LLC | 0.01% | New | 2,372 | $223K |
| Brookstone Capital Management | 0.00% | New | 2,370 | $223K |
| Wescott Financial Advisory Group, LLC | 0.02% | New | 2,364 | $223K |
| Innova Wealth Partners | 0.11% | New | 2,356 | $222K |
| Key Financial Inc | 0.04% | Add +1.6% | 2,341 | $221K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -7.5% | 2,315 | $219K |
| Mattern Capital Management, LLC | 0.03% | New | 2,308 | $217K |
| Brown Shipley& Co Ltd | 0.12% | Reduce -19.3% | 2,300 | $217K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | New | 2,300 | $217K |
| Argos Wealth Advisors, LLC | 0.06% | — | 2,282 | $215K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,273 | $214K |
| 55 North Private Wealth, LLC | 0.06% | — | 2,256 | $213K |
| Cape Ann Savings Bank | 0.11% | Reduce -24.5% | 2,254 | $212K |
| Advisor OS, LLC | 0.02% | New | 2,240 | $211K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,230 | $209K |
| Zevin Asset Management LLC | 0.03% | New | 2,204 | $208K |
| Medallion Wealth Advisors, LLC | 0.07% | Reduce -1.3% | 2,201 | $207K |
| MJP Associates Inc. | 0.03% | New | 2,192 | $206K |
| CogentBlue Wealth Advisors, LLC | 0.14% | New | 2,185 | $206K |
| Avior Wealth Management, LLC | 0.01% | New | 2,167 | $204K |
| Charter Oak Capital Management, LLC | 0.02% | New | 2,148 | $202K |
| Benjamin Edwards Inc. | 0.00% | New | 2,145 | $202K |
| State of Wyoming | 0.02% | Reduce -92.1% | 2,035 | $192K |
| Lanark Financial, Inc. | 0.01% | No change | 1,900 | $179K |
| Capital Analysts, LLC | 0.00% | Reduce -11.7% | 1,725 | $163K |
| Bangor Savings Bank | 0.01% | Reduce -43.4% | 1,713 | $161K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.0% | 1,613 | $152K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,600 | $151K |
| Private Trust Co. NA | 0.01% | Add +4.5% | 1,537 | $145K |
| Rosenberg Matthew Hamilton | 0.03% | Add +8.6% | 1,489 | $140K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,481 | $140K |
| Huntington National Bank | 0.00% | Add +6.1% | 1,414 | $133K |
| Colonial Trust Co / SC | 0.02% | Reduce -71.5% | 1,389 | $131K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | Add +0.9% | 1,375 | $130K |
| Asset Planning,Inc | 0.09% | Reduce -13.2% | 1,351 | $127K |
| EFG International AG | 0.00% | — | 1,340 | $127K |
| Trust Co | 0.01% | Reduce -10.2% | 1,320 | $124K |
| Measured Wealth Private Client Group, LLC | 0.03% | No change | 1,315 | $124K |
| Larson Financial Group LLC | 0.00% | Add +24.7% | 1,309 | $123K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,295 | $122K |
| Eastern Bank | 0.00% | No change | 1,294 | $122K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +61.9% | 1,208 | $114K |
| Tompkins Financial Corp. | 0.01% | No change | 1,200 | $113K |
| Assetmark, Inc. | 0.00% | Add +36.3% | 1,150 | $108K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,118 | $107K |
| Manchester Capital Management LLC | 0.01% | New | 1,120 | $106K |
| Fifth Third Bancorp | 0.00% | Add +1.6% | 1,118 | $105K |
| Richardson Financial Services Inc. | 0.03% | Add +12.4% | 1,104 | $104K |
| Root Financial Partners, LLC | 0.01% | Add +1.2% | 1,047 | $99K |
| Advisors Asset Management, Inc. | 0.00% | Add +0.1% | 1,041 | $98K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,000 | $97K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -95.5% | 1,024 | $96K |
| Crews Bank & Trust | 0.01% | Reduce -50.7% | 1,020 | $96K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,005 | $95K |
| Pandora Wealth, Inc. | 0.06% | No change | 1,004 | $95K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,133 | $91K |
| Reflection Asset Management | 0.06% | — | 944 | $91K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -9.8% | 934 | $88K |
| Triumph Capital Management | 0.02% | New | 917 | $86K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 900 | $85K |
| Byrne Asset Management LLC | 0.05% | Reduce -4.3% | 889 | $84K |
| Groupe la Francaise | 0.00% | No change | 875 | $83K |
| American Capital Advisory, LLC | 0.03% | No change | 801 | $75K |
| Gilpin Wealth Management, LLC | 0.06% | — | 800 | $75K |
| Citizens National Bank Trust Department | 0.01% | No change | 800 | $75K |
| IFP Advisors, Inc | 0.00% | Reduce -4.1% | 776 | $73K |
| CNB Bank | 0.03% | No change | 770 | $73K |
| Costello Asset Management, INC | 0.02% | New | 725 | $68K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.1% | 709 | $67K |
| Bullock Wealth Management Group | 0.03% | — | 700 | $66K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -2.1% | 700 | $66K |
| Bruce G. Allen Investments, LLC | 0.04% | No change | 696 | $66K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 674 | $63K |
| Brentview Investment Management LLC | 0.03% | No change | 671 | $63K |
| Cape Investment Advisory, Inc. | 0.02% | New | 669 | $63K |
| Mascoma Wealth Management LLC | 0.01% | No change | 644 | $61K |
| Godfrey Financial Associates, Inc. | 0.05% | — | 624 | $59K |
| 2UniFi Bank | 0.03% | No change | 605 | $57K |
| DV Trading LLC | 0.00% | — | 603 | $57K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 601 | $57K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 600 | $57K |
| Colonial Trust Advisors | 0.00% | Reduce -27.0% | 596 | $56K |
| Entrust Financial LLC | 0.04% | — | 584 | $55K |
| ORG Partners LLC | 0.01% | No change | 568 | $54K |
| Caldwell Trust Co | 0.00% | Reduce -0.2% | 560 | $53K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 541 | $51K |
| Swiss Re Ltd. | 0.00% | — | 539 | $51K |
| McMillan Office, Inc. | 0.01% | — | 531 | $50K |
| McIlrath & Eck, LLC | 0.00% | No change | 517 | $49K |
| Caption Management, LLC | 0.00% | No change | 515 | $49K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 514 | $48K |
| Sachetta, LLC | 0.03% | Add +22.6% | 509 | $48K |
| First Financial Corp. | 0.02% | No change | 500 | $47K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 500 | $47K |
| Community Bank, N.A. | 0.01% | No change | 500 | $47K |
| Toth Financial Advisory Corp. | 0.01% | No change | 500 | $47K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 500 | $47K |
| St Germain D J Co. Inc. | 0.00% | No change | 486 | $46K |
| Sound Income Strategies, LLC | 0.00% | Add +80.6% | 466 | $44K |
| Millstone Evans Group, LLC | 0.02% | No change | 450 | $42K |
| Financial Management Professionals, Inc. | 0.00% | No change | 442 | $42K |
| Cornerstone Planning Group LLC | 0.01% | Add +177.9% | 428 | $40K |
| Park Place Capital Corp | 0.01% | No change | 419 | $39K |
| Tobam | 0.01% | Reduce -23.2% | 304 | $39K |
| First PREMIER Bank | 0.01% | No change | 400 | $38K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -6.2% | 377 | $36K |
| Smithfield Trust Co | 0.00% | No change | 376 | $35K |
| Wellington Grp LLC | 0.01% | — | 367 | $35K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 360 | $34K |
| True Wealth Design, LLC | 0.01% | No change | 332 | $31K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +112.8% | 317 | $30K |
| Quaker Wealth Management, LLC | 0.01% | Reduce -27.1% | 312 | $29K |
| Bayban | 0.03% | — | 300 | $28K |
| NBT Bank, N.A. | 0.00% | No change | 284 | $27K |
| Ancora Advisors LLC | 0.00% | Add +40.5% | 281 | $26K |
| CoreCap Advisors, LLC | 0.00% | Reduce -41.7% | 280 | $26K |
| Valley National Advisers Inc. | 0.00% | No change | 278 | $26K |
| SJS Investment Consulting Inc. | 0.00% | New | 269 | $25K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 264 | $25K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $25K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 259 | $24K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 244 | $23K |
| Financial Perspectives, Inc | 0.01% | No change | 238 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 235 | $22K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 235 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | Add +17.5% | 235 | $22K |
| Bell Investment Advisors, Inc | 0.00% | Add +56.0% | 234 | $22K |
| NFSG Corp | 0.00% | No change | 230 | $22K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 225 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Add +185.9% | 223 | $21K |
| Penserra Capital Management LLC | 0.00% | Add +119.4% | 237 | $21K |
| MTM Investment Management, LLC | 0.01% | No change | 218 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.8% | 217 | $20K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 216 | $20K |
| Hartford Financial Management Inc. | 0.00% | No change | 176 | $17K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 175 | $16K |
| Highline Wealth Partners LLC | 0.00% | Add +77.1% | 170 | $16K |
| Coston, McIsaac & Partners | 0.00% | No change | 178 | $16K |
| Signature Equity Partners, LLC | 0.01% | — | 156 | $15K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 153 | $14K |
| City State Bank | 0.00% | No change | 153 | $14K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -13.8% | 150 | $14K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -93.1% | 148 | $14K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 144 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 142 | $13K |
| Nisa Investment Advisors, LLC | 0.00% | New | 140 | $13K |
| Legacy Wealth Managment, LLC | 0.01% | New | 136 | $13K |
| Essential Partners LLC | 0.00% | No change | 135 | $13K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 126 | $12K |
| SageView Advisory Group, LLC | 0.00% | New | 124 | $12K |
| Leonteq Securities AG | 0.00% | Reduce -40.6% | 85 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $9K |
| Rossby Financial, LCC | 0.00% | Add +19.2% | 93 | $9K |
| Cornerstone Financial Management LLC | 0.01% | — | 91 | $9K |
| Fortis Group Advisors, LLC | 0.00% | No change | 82 | $8K |
| Raffa Wealth Management, LLC | 0.00% | Add +62.5% | 78 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 75 | $7K |
| Quarry LP | 0.00% | Reduce -75.1% | 72 | $7K |
| Zions Bancorporation, National Association | 0.00% | Add +105.9% | 70 | $7K |
| Evolution Wealth Management Inc. | 0.01% | New | 65 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 59 | $6K |
| North Star Investment Management Corp. | 0.00% | New | 59 | $6K |
| GGM Financial LLC | 0.00% | Add +1.8% | 58 | $5K |
| FWL Investment Management, LLC | 0.00% | New | 56 | $5K |
| Holos Integrated Wealth LLC | 0.00% | No change | 53 | $5K |
| Advocate Investing Services LLC | 0.00% | — | 51 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 50 | $5K |
| Aventura Private Wealth, LLC | 0.00% | Add +2.0% | 50 | $5K |
| Kilter Group LLC | 0.00% | Add +345.4% | 49 | $5K |
| Princeton Global Asset Management LLC | 0.00% | No change | 47 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 42 | $4K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 36 | $3K |
| Vision Retirement, LLC | 0.00% | — | 35 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 33 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | No change | 31 | $3K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 30 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | Add +3.7% | 28 | $3K |
| TD Capital Management LLC | 0.00% | No change | 27 | $3K |
| DV Equities, LLC | 0.00% | — | 25 | $2K |
| Stone House Investment Management, LLC | 0.00% | Add +38.5% | 18 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 18 | $2K |
| MV Capital Management, Inc. | 0.00% | New | 17 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 16 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 15 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 12 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 12 | $1K |
| Horizon Investments, LLC | 0.00% | New | 12 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 8 | $1K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 8 | $754 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 8 | $754 |
| PFS Partners, LLC | 0.00% | New | 5 | $475 |
| Atwood & Palmer Inc. | 0.00% | No change | 2 | $189 |
| Burkett Financial Services, LLC | 0.00% | No change | 2 | $188 |
| Cheviot Value Management, LLC | 0.00% | No change | 1 | $94 |
"% of holder's portfolio" is TD's weight in each manager's 13F, not the share of Toronto-Dominion Bank the manager owns.