Toronto-Dominion BankTD
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 842 institutions reported holding Toronto-Dominion Bank (TD) in their 13F filings, up 41 from Q4 2025. 94 opened new positions and 50 sold out. The largest holders were Royal Bank of Canada ($10.7B), Bank of Montreal ($7.0B) and Vanguard Capital Management LLC ($4.7B). 9 famous investors held it, including Jeremy Grantham (0.5% of GMO's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Toronto-Dominion Bank
- CUSIP
- 891160509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $298.6M |
| Exits | 50 | $325.9M |
All 13F filers, Q4 2025 → Q1 2026: 42,465,259 shares bought and 49,122,513 shares sold, net −6,657,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 842 holders
| Royal Bank of Canada | 2.03% | Reduce -5.6% | 114,542,618 | $10.7B |
| Bank of Montreal | 2.92% | Add +8.0% | 75,336,464 | $7.0B |
| Vanguard Capital Management LLC | 0.12% | — | 50,497,120 | $4.7B |
| Cibc World Market Inc. | 6.45% | Add +1.7% | 39,319,985 | $3.7B |
| TD Asset Management Inc | 2.84% | Add +0.1% | 37,654,650 | $3.5B |
| 1832 Asset Management L.P. | 3.75% | Reduce -6.0% | 30,345,986 | $2.8B |
| National Bank of Canada | 2.62% | Add +7.0% | 27,422,403 | $2.6B |
| FIL Ltd | 1.94% | Reduce -13.8% | 26,709,671 | $2.5B |
| Mackenzie Financial Corp. | 2.70% | Reduce -5.6% | 24,114,490 | $2.3B |
| TD Waterhouse Canada Inc. | 5.77% | Add +122.5% | 20,650,959 | $1.9B |
| Geode Capital Management, LLC | 0.10% | Add +4.7% | 17,537,781 | $1.7B |
| Manufacturers Life Insurance Company, The | 1.37% | Reduce -0.5% | 16,927,399 | $1.6B |
| Massachusetts Financial Services Co. | 0.49% | Reduce -6.5% | 14,219,093 | $1.4B |
| Vanguard Fiduciary Trust Co. | 0.35% | — | 14,777,316 | $1.4B |
| Bank of Nova Scotia | 2.05% | Reduce -35.8% | 12,511,563 | $1.2B |
| Canada Pension Plan Investment Board | 0.75% | Reduce -7.7% | 12,476,893 | $1.2B |
| CIBC Asset Management Inc | 2.73% | Reduce -15.5% | 11,954,710 | $1.1B |
| Vanguard Global Advisers, LLC | 0.59% | — | 11,821,337 | $1.1B |
| FMR LLC | 0.05% | Reduce -0.9% | 11,040,738 | $1.0B |
| Connor, Clark & Lunn Investment Management Ltd. | 2.29% | Add +16.7% | 10,640,443 | $992.6M |
| Scotia Capital Inc. | 4.06% | Reduce -0.9% | 10,586,822 | $987.4M |
| Legal & General Group Plc | 0.22% | Add +2.2% | 10,367,941 | $965.2M |
| Federation des caisses Desjardins du Quebec | 3.20% | Reduce -3.5% | 9,562,538 | $889.5M |
| Dimensional Fund Advisors LP | 0.15% | Add +8.4% | 7,565,982 | $706.0M |
| JPMorgan Chase & Co. | 0.05% | Add +9.0% | 7,640,334 | $699.5M |
| Beutel, Goodman & Co Ltd. | 4.66% | Reduce -7.8% | 7,383,692 | $687.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.01% | Reduce -45.6% | 6,470,416 | $604.1M |
| Goldman Sachs Group Inc. | 0.08% | Add +49.5% | 6,177,181 | $576.4M |
| Morgan Stanley | 0.03% | Add +13.3% | 5,989,805 | $558.9M |
| Acadian Asset Management LLC | 0.72% | Reduce -37.0% | 5,480,221 | $510.1M |
| Invesco Ltd. | 0.05% | Add +9.4% | 5,453,357 | $508.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 2.78% | Add +77.8% | 5,031,656 | $470.0M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +1.5% | 5,031,324 | $468.4M |
| Bank of America Corp. | 0.03% | Add +7.8% | 4,967,545 | $463.5M |
| Deutsche Bank AG | 0.14% | Reduce -1.2% | 4,643,057 | $433.2M |
| Alberta Investment Management Corp | 2.69% | Add +31.9% | 4,195,116 | $391.9M |
| Picton Mahoney Asset Management | 3.65% | Add +10.3% | 3,746,718 | $350.0M |
| Agf Management Ltd. | 1.31% | Reduce -13.2% | 2,640,523 | $290.7M |
| Amundi | 0.08% | Reduce -10.0% | 3,103,758 | $289.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.25% | — | 3,072,950 | $287.0M |
| Capital Research Global Investors | 0.04% | Reduce -48.2% | 2,955,734 | $276.0M |
| Public Sector Pension Investment Board | 0.85% | Add +28.7% | 2,931,884 | $273.9M |
| Caisse de depot et placement du Quebec | 0.44% | Add +30.0% | 2,941,415 | $273.8M |
| State Street Corp. | 0.01% | Add +0.5% | 2,875,154 | $268.3M |
| Toronto Dominion Bank | 0.47% | Add +3.8% | 2,582,971 | $241.2M |
| Letko, Brosseau & Associates Inc. | 3.78% | Reduce -8.3% | 2,516,065 | $234.2M |
| Mufg Securities (canada), LTD. | 6.67% | Reduce -3.6% | 2,489,513 | $232.1M |
| BlackRock, Inc. | 0.00% | Add +7.1% | 2,040,485 | $190.4M |
| GMO | 0.47% | Add +6.2% | 1,960,719 | $182.5M |
| UBS Group AG | 0.03% | Reduce -18.2% | 1,901,313 | $177.4M |
| Clearbridge Investments, LLC | 0.15% | Reduce -12.1% | 1,835,518 | $169.9M |
| Addenda Capital Inc. | 4.76% | Reduce -0.2% | 1,300,447 | $169.0M |
| Aviso Financial Inc. | 5.61% | Add +0.1% | 1,693,349 | $158.0M |
| Alliancebernstein L.P. | 0.05% | Add +10.4% | 1,632,379 | $153.8M |
| OMERS ADMINISTRATION Corp | 0.97% | Reduce -12.9% | 1,617,955 | $150.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.2% | 1,595,513 | $148.9M |
| Aviva PLC | 0.24% | Add +2.7% | 1,506,462 | $140.2M |
| Dixon Mitchell Investment Counsel Inc. | 4.85% | Reduce -6.4% | 1,499,333 | $139.5M |
| SEB Asset Management AB | 0.59% | — | 1,494,394 | $139.1M |
| Nuveen, LLC | 0.04% | Reduce -0.6% | 1,457,986 | $135.7M |
| Russell Investments Group, Ltd. | 0.14% | Add +8.7% | 1,427,011 | $131.3M |
| Natixis Advisors, LLC | 0.18% | Add +9.3% | 1,402,354 | $130.9M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 9.18% | Reduce -14.1% | 1,368,213 | $127.6M |
| Northern Trust Corp. | 0.02% | Add +2.6% | 1,315,908 | $122.8M |
| Guardian Capital LP | 3.21% | Reduce -1.4% | 1,301,737 | $121.2M |
| Jones Financial Companies LLLP | 0.06% | Add +3176.9% | 1,321,663 | $120.8M |
| Quadrature Capital Ltd | 1.43% | Add +6.6% | 1,288,100 | $119.9M |
| Intact Investment Management Inc. | 3.34% | Reduce -45.6% | 1,256,136 | $117.3M |
| AQR Capital Management | 0.05% | Reduce -13.3% | 1,256,775 | $116.4M |
| Hillsdale Investment Management Inc. | 3.05% | Add +3.0% | 1,201,500 | $112.2M |
| DekaBank Deutsche Girozentrale | 0.18% | No change | 1,141,081 | $108.2M |
| Franklin Resources Inc. | 0.03% | Add +17.0% | 1,115,134 | $104.2M |
| Korea Investment CORP | 0.21% | Add +14.4% | 1,090,952 | $101.6M |
| Clark Capital Management Group, Inc. | 0.61% | Reduce -6.2% | 1,064,277 | $99.3M |
| State of Tennessee, Department of Treasury | 0.30% | Reduce -0.6% | 952,292 | $88.7M |
| Alyeska Investment Group, L.P. | 0.25% | New | 941,992 | $87.9M |
| Pictet Asset Management Holding SA | 0.09% | Reduce -2.1% | 923,081 | $85.9M |
| Two Sigma Investments, LP | 0.07% | New | 880,112 | $82.1M |
| CANADA LIFE ASSURANCE Co | 0.14% | Reduce -7.7% | 851,354 | $79.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.09% | Add +208.2% | 790,058 | $73.8M |
| Vanguard Investments Australia, Ltd. | 0.21% | — | 787,126 | $73.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.16% | Add +5.6% | 766,560 | $71.4M |
| Bank of Nova Scotia Trust Co. | 5.98% | Reduce -1.8% | 746,266 | $69.6M |
| Bessemer Group Inc. | 0.10% | Add +3.3% | 711,868 | $66.3M |
| Intech Investment Management LLC | 0.65% | Add +56.9% | 708,006 | $65.9M |
| Guardian Partners Inc. | 5.47% | Reduce -1.8% | 702,815 | $65.6M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 6.97% | Reduce -16.8% | 690,433 | $65.5M |
| Northwest & Ethical Investments L.P. | 1.49% | Reduce -4.0% | 688,491 | $64.6M |
| Lazard Asset Management LLC | 0.10% | Add +88.0% | 665,884 | $62.2M |
| American Century Companies Inc. | 0.03% | Add +29.6% | 663,452 | $62.0M |
| Public Employees Retirement System of Ohio | 0.19% | Reduce -0.2% | 645,872 | $60.1M |
| Qube Research & Technologies Ltd | 0.08% | Add +359.4% | 631,869 | $59.0M |
| UniSuper Management Pty Ltd | 0.38% | Add +1.0% | 451,838 | $58.7M |
| First Trust Advisors LP | 0.04% | Add +7.0% | 601,469 | $56.1M |
| Citigroup Inc. | 0.03% | Reduce -28.7% | 586,846 | $54.6M |
| Millennium Management | 0.04% | Reduce -30.4% | 573,860 | $53.5M |
| Cidel Asset Management Inc. | 2.91% | Add +184.1% | 572,742 | $53.3M |
| Delaney Capital Management Ltd. | 8.55% | Add +0.3% | 570,949 | $53.2M |
| Neuberger Berman Group LLC | 0.04% | Add +14.0% | 565,988 | $52.3M |
| State of Wisconsin Investment Board | 0.12% | Reduce -13.9% | 546,063 | $50.8M |
| Purpose Unlimited Inc. | 2.12% | Add +8.0% | 544,286 | $50.8M |
| Royal London Asset Management Ltd. | 0.10% | Add +0.3% | 508,178 | $47.4M |
| Fiera Capital Corp | 0.16% | Add +280.1% | 487,391 | $45.4M |
| QV Investors Inc. | 3.48% | Reduce -2.1% | 461,384 | $43.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +23.5% | 447,819 | $41.8M |
| Advisors Capital Management, LLC | 0.48% | Reduce -0.5% | 435,231 | $40.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.09% | Add +87.5% | 411,513 | $38.0M |
| Mn Services Vermogensbeheer B.V. | 0.25% | Add +1.5% | 401,990 | $37.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.19% | Reduce -0.5% | 397,828 | $37.0M |
| Woodbridge Co Ltd | 0.13% | No change | 388,202 | $36.2M |
| Montrusco Bolton Investments Inc. | 0.52% | Reduce -1.7% | 367,619 | $34.2M |
| Raymond James Financial Inc. | 0.01% | Add +4.4% | 357,298 | $33.3M |
| Harvest Portfolios Group Inc. | 0.55% | Add +41.0% | 355,336 | $33.2M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.50% | Add +113.1% | 355,871 | $33.1M |
| AustralianSuper Pty Ltd | 0.17% | New | 340,438 | $31.8M |
| Wells Fargo & Company | 0.01% | Reduce -4.5% | 328,878 | $30.7M |
| Wellington Management Group LLP | 0.01% | Reduce -5.8% | 327,748 | $30.5M |
| Zurich Insurance Group Ltd | 0.23% | Reduce -6.1% | 320,362 | $29.8M |
| Swiss Life Asset Management Ltd | 0.14% | Add +11.5% | 310,132 | $28.9M |
| Godsey & Gibb, Inc. | 2.49% | Reduce -5.7% | 306,209 | $28.6M |
| Varma Mutual Pension Insurance Co | 0.16% | No change | 301,698 | $28.1M |
| Allianz Asset Management GmbH | 0.03% | Add +178.9% | 298,526 | $27.8M |
| SIG North Trading, ULC | 5.56% | Add +179.3% | 296,897 | $27.7M |
| Cardinal Point Capital Management ULC | 1.67% | Reduce -1.3% | 293,001 | $27.3M |
| Investment Management Corp of Ontario | 0.34% | Reduce -16.5% | 286,629 | $26.7M |
| USS Investment Management Ltd | 0.11% | Add +1.1% | 280,408 | $26.2M |
| Erste Asset Management GmbH | 0.24% | Add +0.3% | 286,519 | $26.2M |
| Canerector Inc. | 12.31% | No change | 200,000 | $26.0M |
| Triasima Portfolio Management inc. | 3.89% | Add +9.9% | 276,049 | $25.7M |
| Creative Planning | 0.02% | Add +7.4% | 264,504 | $24.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.4% | 263,491 | $24.5M |
| Genus Capital Management Inc. | 2.78% | Add +46.6% | 260,428 | $24.2M |
| Generali Asset Management SPA SGR | 0.48% | Add +7.2% | 177,471 | $23.1M |
| Heathbridge Capital Management Ltd. | 8.24% | Reduce -0.7% | 243,350 | $22.7M |
| Coleford Investment Management Ltd. | 5.52% | Add +2.1% | 241,905 | $22.5M |
| Maryland State Retirement & Pension System | 0.45% | Add +1.5% | 237,776 | $22.2M |
| LPL Financial LLC | 0.01% | Add +3.5% | 229,801 | $21.4M |
| ASR Vermogensbeheer N.V. | 0.24% | Reduce -13.0% | 220,340 | $20.5M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.20% | Add +14.3% | 219,104 | $20.4M |
| Man Group plc | 0.04% | Reduce -24.1% | 215,697 | $20.1M |
| Waratah Capital Advisors Ltd. | 1.78% | Reduce -28.9% | 212,432 | $19.8M |
| Danica Pension, Livsforsikringsaktieselskab | 0.36% | New | 147,262 | $19.1M |
| D. E. Shaw & Co. | 0.02% | Add +463.0% | 199,029 | $18.6M |
| Citadel Advisors | 0.01% | Add +204.0% | 194,769 | $18.2M |
| Mediolanum International Funds Ltd | 0.19% | Add +24.0% | 196,912 | $18.0M |
| Portland Investment Counsel Inc. | 5.75% | No change | 192,000 | $17.9M |
| Crossmark Global Holdings, Inc. | 0.26% | Reduce -4.2% | 186,833 | $17.4M |
| HighTower Advisors, LLC | 0.02% | Add +1.6% | 186,298 | $17.4M |
| Nicola Wealth Management LTD. | 2.06% | Reduce -49.4% | 183,802 | $17.2M |
| Utah Retirement Systems | 0.18% | Reduce -4.5% | 184,005 | $17.1M |
| Lord, Abbett & Co. LLC | 0.06% | Reduce -2.5% | 176,245 | $16.5M |
| Ninepoint Partners LP | 1.91% | Add +69.4% | 173,330 | $16.2M |
| American Assets Investment Management, LLC | 1.04% | No change | 165,000 | $15.4M |
| Quantinno Capital Management LP | 0.03% | Add +24.8% | 162,606 | $15.2M |
| Lorne Steinberg Wealth Management Inc. | 3.51% | Add +1.8% | 158,465 | $14.8M |
| Jane Street Group, LLC | 0.02% | Add +33.9% | 150,708 | $14.1M |
| Lighthouse Investment Partners, LLC | 0.48% | Add +128.1% | 136,811 | $12.8M |
| Lombard Odier Asset Management (Switzerland) SA | 0.46% | Add +15.2% | 131,072 | $12.2M |
| Gulf International Bank (UK) Ltd | 0.27% | Add +48.6% | 130,536 | $12.2M |
| Claret Asset Management Corp | 1.39% | Add +0.8% | 123,937 | $11.6M |
| PCJ Investment Counsel Ltd. | 3.23% | Add +5.5% | 121,860 | $11.4M |
| Gold Investment Management Ltd. | 3.44% | Add +0.9% | 119,227 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Add +62.5% | 92,956 | $11.0M |
| Voya Investment Management LLC | 0.01% | Reduce -2.3% | 118,208 | $11.0M |
| Sienna Gestion | 0.69% | Reduce -58.0% | 115,359 | $10.6M |
| Osmosis Investment Management UK Ltd | 0.28% | Reduce -14.2% | 113,963 | $10.6M |
| Thrivent Financial for Lutherans | 0.02% | New | 112,581 | $10.5M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -72.5% | 106,038 | $9.9M |
| Modera Wealth Management, LLC | 0.11% | Reduce -8.3% | 98,646 | $9.2M |
| HSBC Holdings PLC | 0.01% | Add +54.3% | 97,998 | $9.1M |
| Barclays PLC | 0.00% | Add +212.9% | 97,402 | $9.1M |
| Renaissance Technologies | 0.01% | Reduce -81.8% | 96,180 | $9.0M |
| Cumberland Partners Ltd | 0.67% | Reduce -13.1% | 94,929 | $8.8M |
| Walter Public Investments Inc. | 2.09% | Add +941.8% | 93,763 | $8.8M |
| Cetera Investment Advisers | 0.01% | Add +3.7% | 93,187 | $8.7M |
| Stifel Financial Corp. | 0.01% | Reduce -4.5% | 92,058 | $8.6M |
| Mariner, LLC | 0.01% | Add +8.3% | 90,092 | $8.4M |
| NewSquare Capital LLC | 0.72% | Reduce -1.2% | 88,882 | $8.3M |
| Susquehanna Fundamental Investments, LLC | 0.30% | Add +112.5% | 86,700 | $8.1M |
| JCIC Asset Management Inc. | 2.47% | Add +1.7% | 86,674 | $8.1M |
| Y-Intercept (Hong Kong) Ltd | 0.15% | New | 86,031 | $8.0M |
| Fiduciary Trust Co | 0.09% | No change | 85,740 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.6% | 85,682 | $8.0M |
| Capital World Investors | 0.00% | Add +1.3% | 82,501 | $7.7M |
| BCV Asset Management Inc. | 0.25% | New | 78,917 | $7.3M |
| DKRT Investments Corp. | 1.77% | No change | 75,000 | $7.0M |
| HRT Financial LP | 0.02% | Reduce -47.2% | 73,815 | $6.9M |
| Davis-Rea LTD. | 1.79% | Reduce -8.1% | 73,733 | $6.9M |
| JTC Employer Solutions Trustee Ltd | 0.56% | No change | 71,315 | $6.6M |
| K.J. Harrison & Partners Inc | 1.09% | Add +0.0% | 71,321 | $6.6M |
| Susquehanna Advisors Group, Inc. | 0.44% | No change | 71,000 | $6.6M |
| Natixis | 0.03% | Reduce -20.3% | 70,361 | $6.6M |
| Point72 Asset Management | 0.01% | New | 67,305 | $6.3M |
| Credit Agricole S A | 0.02% | Add +7.6% | 65,092 | $6.1M |
| Hennessy Advisors Inc. | 0.22% | Reduce -28.0% | 63,900 | $6.0M |
| Pacifica Partners Inc. | 1.91% | Reduce -2.6% | 61,856 | $5.8M |
| Stablepoint Partners, LLC | 0.85% | Reduce -9.9% | 61,423 | $5.7M |
| Beaton Management Co. Inc. | 2.55% | Reduce -0.3% | 61,295 | $5.7M |
| UNIVEST FINANCIAL Corp | 0.32% | Reduce -0.2% | 60,658 | $5.7M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -15.3% | 60,453 | $5.6M |
| Metis Global Partners, LLC | 0.14% | Reduce -8.0% | 60,348 | $5.6M |
| Van Eck Associates Corp. | 0.00% | Reduce -24.3% | 59,975 | $5.6M |
| Cerity Partners LLC | 0.01% | Add +9.6% | 57,414 | $5.4M |
| Capital Fund Management S.A. | 0.05% | New | 56,634 | $5.3M |
| Corient Private Wealth LP | 0.01% | Add +7.9% | 56,411 | $5.2M |
| Ewing Morris & Co. Investment Partners Ltd. | 2.24% | Reduce -0.0% | 53,354 | $5.0M |
| Jupiter Asset Management Ltd. | 0.03% | New | 52,375 | $4.9M |
| Assenagon Asset Management S.A. | 0.01% | Add +0.3% | 52,340 | $4.9M |
| Value Partners Investments Inc. | 0.36% | Add +3.5% | 50,989 | $4.8M |
| Tidal Investments LLC | 0.01% | Add +377.0% | 47,959 | $4.5M |
| Plato Investment Management Ltd | 0.30% | Add +17.1% | 47,932 | $4.5M |
| Louisbourg Investments Inc. | 0.83% | Reduce -2.4% | 47,254 | $4.4M |
| Burkett Asset Management Ltd | 4.33% | Reduce -2.4% | 47,101 | $4.4M |
| Park Avenue Securities LLC | 0.03% | Add +4.9% | 46,899 | $4.4M |
| Tacita Capital Inc | 2.57% | Reduce -0.0% | 46,601 | $4.3M |
| Focus Partners Wealth | 0.00% | Add +6.8% | 46,155 | $4.3M |
| Cardinal Capital Management | 0.56% | Reduce -0.2% | 46,397 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +0.7% | 45,467 | $4.2M |
| Vise Technologies, Inc. | 0.08% | No change | 44,734 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.1% | 44,023 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.5% | 43,771 | $4.1M |
| Welch & Forbes LLC | 0.05% | Reduce -1.0% | 43,316 | $4.0M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -2.5% | 42,778 | $4.0M |
| Auto-Owners Insurance Co | 0.08% | No change | 42,096 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.7% | 42,065 | $3.9M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -25.3% | 39,892 | $3.7M |
| M&T Bank Corp | 0.01% | Reduce -0.7% | 39,372 | $3.7M |
| Kepler Cheuvreux (Suisse) SA | 0.24% | No change | 27,626 | $3.6M |
| MML Investors Services, LLC | 0.01% | Reduce -3.9% | 38,283 | $3.6M |
| Cassaday & Co Wealth Management LLC | 0.08% | Reduce -0.6% | 37,966 | $3.5M |
| Quadrant Capital Group LLC | 0.10% | Reduce -0.0% | 36,816 | $3.4M |
| Tableaux LLC | 1.65% | No change | 36,465 | $3.4M |
| Baldwin Wealth Partners LLC | 0.24% | Reduce -0.6% | 34,675 | $3.2M |
| Evelyn Partners Investment Management LLP | 0.09% | Reduce -0.2% | 34,014 | $3.2M |
| Sustainable Insight Capital Management, LLC | 1.04% | Add +12.0% | 33,065 | $3.1M |
| Prudential PLC | 0.02% | No change | 32,806 | $3.1M |
| Captrust Financial Advisors | 0.01% | Reduce -2.1% | 32,089 | $3.0M |
| CenterBook Partners LP | 0.16% | New | 32,037 | $3.0M |
| Rathbones Group PLC | 0.01% | Add +2.4% | 32,019 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +24.8% | 31,671 | $3.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | Add +6.4% | 31,591 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +1.6% | 31,537 | $2.9M |
| Group One Trading LLC | 0.10% | Add +22.8% | 31,257 | $2.9M |
| CMH Wealth Management LLC | 0.49% | New | 30,595 | $2.9M |
| Twin Tree Management, LP | 0.60% | Reduce -12.4% | 30,568 | $2.9M |
| Sumitomo Life Insurance Co. | 0.07% | Add +2.6% | 30,114 | $2.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.6% | 30,114 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +0.2% | 29,926 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Add +3.6% | 29,539 | $2.8M |
| Flagship Capital Management Inc. | 2.03% | Reduce -0.7% | 29,575 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.0% | 29,503 | $2.8M |
| Claro Advisors Inc. | 0.33% | Reduce -0.7% | 29,128 | $2.7M |
| Pinnacle Associates Ltd. | 0.03% | Add +2.5% | 28,922 | $2.7M |
| &partners | 0.01% | Add +1.2% | 28,108 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.7% | 27,960 | $2.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 27,515 | $2.6M |
| Signaturefd, LLC | 0.04% | Add +7.0% | 27,398 | $2.6M |
| Te Ahumairangi Investment Management Ltd | 0.43% | Reduce -12.2% | 27,432 | $2.6M |
| Magnetar Financial LLC | 0.03% | Reduce -40.2% | 27,327 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +9.9% | 27,181 | $2.5M |
| Ieq Capital, LLC | 0.01% | Add +17.4% | 27,158 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.6% | 26,890 | $2.5M |
| WealthTrust Axiom LLC | 0.61% | Reduce -0.8% | 26,661 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.0% | 25,638 | $2.4M |
| Resources Management Corp. /CT/ | 0.32% | Reduce -1.9% | 25,961 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +74.5% | 25,865 | $2.4M |
| US Bancorp \de | 0.00% | Add +3.3% | 25,803 | $2.4M |
| Compound Planning, Inc. | 0.07% | Add +4.8% | 25,422 | $2.4M |
| Moors & Cabot, Inc. | 0.10% | Reduce -0.2% | 25,087 | $2.3M |
| XTX Topco Ltd | 0.04% | Add +418.2% | 24,401 | $2.3M |
| Empowered Funds, LLC | 0.01% | New | 24,124 | $2.3M |
| LRI Investments, LLC | 0.20% | Add +0.8% | 23,596 | $2.2M |
| Morningstar Investment Management LLC | 0.14% | Add +11.6% | 23,553 | $2.2M |
| Principal Securities, Inc. | 0.03% | Add +11.5% | 23,451 | $2.2M |
| PARK CIRCLE Co | 2.07% | Reduce -0.4% | 23,300 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.4% | 23,129 | $2.2M |
| Family Legacy, Inc. | 0.65% | Reduce -0.8% | 23,112 | $2.2M |
| Applied Capital LLC | 1.56% | Reduce -4.1% | 23,051 | $2.2M |
| State of Wyoming | 0.25% | Add +1018.7% | 22,765 | $2.1M |
| Tudor Investment Corporation | 0.01% | New | 22,680 | $2.1M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -3.5% | 22,500 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +166.9% | 22,459 | $2.1M |
| Weaver C. Barksdale & Associates, Inc. | 1.96% | Add +6.0% | 21,956 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.5% | 21,416 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.0% | 21,130 | $2.0M |
| Probity Advisors, Inc. | 0.31% | Reduce -3.0% | 20,941 | $2.0M |
| Nordwand Advisors, LLC | 0.34% | No change | 20,800 | $1.9M |
| Highland Capital Management, LLC | 0.10% | Reduce -0.2% | 20,500 | $1.9M |
| DJE Kapital AG | 0.04% | Reduce -44.3% | 20,500 | $1.9M |
| Sei Investments Co. | 0.00% | Add +10.5% | 20,242 | $1.9M |
| Rempart Asset Management Inc. | 0.39% | Reduce -65.6% | 19,948 | $1.9M |
| Bleakley Financial Group, LLC | 0.03% | Add +15.2% | 19,540 | $1.8M |
| Ativo Capital Management LLC | 1.56% | Reduce -0.0% | 19,278 | $1.8M |
| Alphadyne Asset Management LP | 0.23% | New | 19,138 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Add +14.0% | 19,086 | $1.8M |
| Donaldson Capital Management, LLC | 0.06% | Add +12.6% | 19,019 | $1.8M |
| Viewpoint Investment Partners Corp. | 0.81% | New | 18,497 | $1.8M |
| Hudson Portfolio Management LLC | 1.47% | Reduce -2.9% | 18,653 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +11.6% | 18,437 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.9% | 18,216 | $1.7M |
| Commons Capital, LLC | 1.40% | Reduce -0.3% | 17,963 | $1.7M |
| Plimoth Trust Co. LLC | 0.36% | Reduce -4.0% | 17,462 | $1.6M |
| Foster & Motley Inc. | 0.08% | Reduce -2.5% | 17,461 | $1.6M |
| Hanson & Doremus Investment Management | 0.19% | Add +155.5% | 17,356 | $1.6M |
| Marshall Wace, LLP | 0.00% | Reduce -76.3% | 17,228 | $1.6M |
| Frank, Rimerman Advisors LLC | 0.10% | Add +20.9% | 16,923 | $1.6M |
| LVM Capital Management Ltd. | 0.14% | Reduce -6.9% | 16,136 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +35.9% | 16,077 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +0.8% | 16,057 | $1.5M |
| Greenfield Seitz Capital Management, LLC | 0.45% | Reduce -3.6% | 15,857 | $1.5M |
| Cardinal Capital Management, Inc. | 0.04% | Reduce -10.2% | 15,723 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.16% | New | 15,466 | $1.4M |
| Keybank National Association | 0.01% | Add +77.7% | 15,425 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.2% | 15,383 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -7.2% | 15,277 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -9.8% | 15,150 | $1.4M |
| Ethic Inc. | 0.02% | Add +30.2% | 15,098 | $1.4M |
| American Assets Inc. | 0.47% | No change | 15,000 | $1.4M |
| Syon Capital LLC | 0.07% | Reduce -1.1% | 14,993 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -1.6% | 14,784 | $1.4M |
| CENTRAL TRUST Co | 0.03% | No change | 14,731 | $1.4M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -0.4% | 14,700 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Reduce -1.7% | 14,569 | $1.4M |
| Quilter Plc | 0.02% | No change | 10,425 | $1.4M |
| Caprock Group, LLC | 0.03% | Add +8.1% | 14,296 | $1.3M |
| Qtron Investments LLC | 0.18% | No change | 14,073 | $1.3M |
| Yousif Capital Management, LLC | 0.02% | No change | 13,966 | $1.3M |
| Balanced Rock Investment Advisors LLC | 0.90% | Reduce -5.1% | 13,776 | $1.3M |
| LRT Capital Management, LLC | 1.19% | Reduce -66.7% | 13,721 | $1.3M |
| Walleye Capital LLC | 0.01% | Add +55.8% | 13,613 | $1.3M |
| NorthCoast Asset Management LLC | 0.03% | New | 13,302 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | Add +14.2% | 13,250 | $1.2M |
| ARS Wealth Advisors Group, LLC | 0.10% | No change | 13,120 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +20.9% | 12,890 | $1.2M |
| HM Payson & Co. | 0.02% | No change | 12,599 | $1.2M |
| Ritholtz Wealth Management | 0.02% | Add +32.0% | 12,471 | $1.2M |
| Ballentine Partners, LLC | 0.02% | Add +5.1% | 12,343 | $1.2M |
| Main Line Retirement Advisors, LLC | 0.57% | Add +0.8% | 12,254 | $1.1M |
| Bridgewater Advisors Inc. | 0.07% | Reduce -6.6% | 10,625 | $1.1M |
| Callan Family Office, LLC | 0.03% | Add +7.8% | 12,075 | $1.1M |
| Radnor Capital Management, LLC | 0.16% | No change | 11,836 | $1.1M |
| PCM Encore, LLC | 0.23% | Add +6.3% | 11,831 | $1.1M |
| Commerce Bank | 0.01% | Add +143.6% | 11,660 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.07% | No change | 11,578 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +50.1% | 11,244 | $1.1M |
| Silverlake Wealth Management LLC | 0.22% | Add +0.1% | 11,395 | $1.1M |
| Dickmeyer Boyce Financial Management, Inc. | 0.61% | — | 11,085 | $1.0M |
| Wellington-Altus USA Inc. | 0.60% | Reduce -2.5% | 8,157 | $1.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -71.5% | 11,000 | $1.0M |
| UMB Bank, n.a. | 0.01% | Reduce -8.6% | 10,895 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -24.1% | 10,877 | $1.0M |
| Affinity Capital Advisors, LLC | 0.14% | Add +2.1% | 10,817 | $1.0M |
| Canoe Financial LP | 0.01% | Reduce -98.5% | 10,747 | $1.0M |
| Versant Capital Management, Inc | 0.10% | Add +30.0% | 10,379 | $968K |
| Blair William & Co. | 0.00% | Add +169.6% | 10,346 | $965K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +4.7% | 10,231 | $955K |
| Themes Management Co LLC | 0.59% | Add +0.7% | 10,168 | $949K |
| Ti-Trust, Inc. | 0.56% | No change | 10,130 | $945K |
| Chesapeake Capital Corp. | 0.68% | No change | 10,055 | $938K |
| Avalon Trust Co | 0.06% | No change | 10,000 | $933K |
| Allianz SE | 0.01% | Reduce -6.1% | 10,000 | $931K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -0.0% | 9,916 | $925K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +55.6% | 9,854 | $919K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.9% | 9,854 | $919K |
| Gateway Wealth Partners, LLC | 0.04% | New | 9,769 | $912K |
| Algert Global LLC | 0.01% | Add +46.1% | 9,762 | $909K |
| Pinebridge Investments LLC | 0.01% | New | 6,982 | $907K |
| Fulton Bank, N.A. | 0.03% | Add +0.1% | 9,585 | $894K |
| NewEdge Advisors, LLC | 0.00% | Add +4.7% | 9,171 | $856K |
| Mgo One Seven LLC | 0.02% | Add +35.1% | 9,156 | $854K |
| CRA Financial Services, LLC | 0.11% | Reduce -2.7% | 9,069 | $846K |
| Evergreen Capital Management LLC | 0.02% | Add +5.4% | 9,005 | $840K |
| FNY Investment Advisers, LLC | 0.37% | New | 8,800 | $821K |
| Penobscot Investment Management Company, Inc. | 0.06% | No change | 8,784 | $820K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.9% | 8,634 | $806K |
| United Community Bank | 0.26% | Add +4.5% | 8,475 | $791K |
| Rockland Trust Co. | 0.03% | Reduce -6.2% | 8,417 | $785K |
| Westwood Holdings Group Inc. | 0.01% | New | 8,419 | $784K |
| Essex Financial Services, Inc. | 0.04% | Add +2.3% | 8,254 | $770K |
| Rhumbline Advisers | 0.00% | Reduce -45.6% | 8,254 | $770K |
| Williamson Legacy Group, LLC | 0.58% | New | 8,242 | $769K |
| Burney Co./ | 0.02% | Reduce -6.8% | 8,070 | $753K |
| QRG Capital Management, Inc. | 0.01% | Add +5.3% | 8,069 | $753K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.04% | No change | 8,000 | $746K |
| Vident Advisory, LLC | 0.01% | Reduce -14.8% | 7,964 | $743K |
| Brown Advisory Inc. | 0.00% | Add +12.5% | 7,929 | $740K |
| Atria Investments, Inc | 0.01% | Reduce -6.9% | 7,895 | $737K |
| Cwm, LLC | 0.00% | Add +27.7% | 7,886 | $736K |
| M. Kulyk & Associates, LLC | 0.14% | Reduce -21.2% | 7,868 | $734K |
| PDS Planning, Inc | 0.05% | Reduce -0.5% | 7,828 | $730K |
| Candriam S.C.A. | 0.00% | No change | 7,792 | $725K |
| Wolff Financial Management LLC | 0.16% | No change | 7,771 | $725K |
| Baskin Financial Services Inc. | 0.06% | Add +0.1% | 7,744 | $723K |
| Pathway Financial Advisers, LLC | 0.20% | Reduce -1.4% | 7,713 | $720K |
| World Investment Advisors | 0.01% | Reduce -24.6% | 7,685 | $717K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -0.2% | 7,599 | $709K |
| LGT Group Foundation | 0.01% | Reduce -8.7% | 7,580 | $708K |
| Sivia Capital Partners, LLC | 0.14% | Reduce -22.2% | 7,574 | $707K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +13.9% | 7,480 | $698K |
| SkyOak Wealth, LLC | 0.13% | Reduce -11.9% | 7,398 | $690K |
| Carnegie Lake Advisors LLC | 0.27% | No change | 7,299 | $681K |
| One Capital Management, LLC | 0.02% | No change | 7,269 | $677K |
| Checchi Capital Advisers, LLC | 0.05% | Add +1.5% | 7,194 | $671K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.5% | 7,166 | $669K |
| Old Port Advisors | 0.15% | No change | 7,040 | $657K |
| Capstone Investment Advisors, LLC | 0.01% | New | 6,949 | $648K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +28.9% | 6,885 | $642K |
| Wesbanco Bank Inc. | 0.02% | No change | 6,848 | $639K |
| Mystic Asset Management, Inc. | 0.15% | Add +6.5% | 6,761 | $631K |
| Financial & Tax Architects, LLC | 0.14% | Reduce -28.1% | 6,679 | $623K |
| Mount Lucas Management LP | 0.23% | New | 6,640 | $620K |
| SHP Wealth Management | 0.05% | No change | 6,609 | $617K |
| Net Worth Advisory Group | 0.13% | Reduce -6.2% | 6,540 | $610K |
| Greenfield Savings Bank | 0.26% | Reduce -0.1% | 6,440 | $601K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.8% | 5,735 | $600K |
| Ranch Capital Advisors Inc. | 0.22% | Add +0.0% | 6,415 | $599K |
| Parallel Advisors, LLC | 0.01% | Add +8.4% | 6,378 | $595K |
| Keynote Financial Services LLC | 0.32% | No change | 6,312 | $589K |
| Natural Investments, LLC | 0.14% | Add +23.1% | 6,246 | $582K |
| Jefferies Financial Group Inc. | 0.01% | New | 6,200 | $578K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.2% | 6,192 | $578K |
| Merit Financial Group, LLC | 0.00% | Add +43.5% | 6,168 | $576K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 6,140 | $573K |
| Investors Research Corp | 0.11% | Reduce -1.4% | 6,087 | $568K |
| Cabot Wealth Management Inc. | 0.06% | No change | 6,032 | $563K |
| DAVENPORT & Co LLC | 0.00% | Add +1.1% | 5,991 | $559K |
| Crestwood Advisors Group, LLC | 0.01% | Add +10.1% | 5,978 | $558K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -2.1% | 5,950 | $555K |
| Davis R M Inc. | 0.01% | No change | 5,949 | $555K |
| Asahi Life Asset Management Co., LTD. | 0.35% | Add +14.6% | 5,767 | $537K |
| Baird Financial Group, Inc. | 0.00% | Add +5.9% | 5,748 | $536K |
| Pure Financial Advisors, LLC | 0.01% | Add +30.7% | 5,668 | $529K |
| Marble Harbor Investment Counsel, LLC | 0.06% | Add +5.2% | 5,584 | $521K |
| SlateStone Wealth, LLC | 0.04% | No change | 5,544 | $517K |
| HB Wealth Management, LLC | 0.00% | Add +19.3% | 5,514 | $515K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +10.6% | 5,509 | $514K |
| Bennett Selby Investments LP | 0.18% | No change | 5,474 | $511K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 5,450 | $509K |
| Aprio Wealth Management, LLC | 0.03% | Add +8.3% | 5,414 | $505K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.8% | 5,411 | $505K |
| Boston Trust Walden Corp | 0.00% | No change | 5,400 | $504K |
| Wright Investors Service Inc. | 0.16% | Add +0.4% | 5,383 | $502K |
| Ascent Group, LLC | 0.02% | Add +11.3% | 5,329 | $497K |
| Wealth Management Associates, Inc. | 0.17% | Add +0.3% | 5,264 | $491K |
| Blue Trust, Inc. | 0.01% | Add +0.2% | 5,249 | $490K |
| MQS Management LLC | 0.33% | New | 5,242 | $489K |
| WASHINGTON TRUST Co | 0.02% | Reduce -5.5% | 5,170 | $482K |
| Covenant Asset Management, LLC | 0.10% | No change | 5,142 | $480K |
| Diversify Wealth Management, LLC | 0.01% | New | 4,588 | $479K |
| Income Insurance Ltd | 0.33% | No change | 5,135 | $478K |
| Manske Wealth Management | 0.13% | No change | 5,101 | $476K |
| Oslo Pensjonsforsikring AS | 0.07% | — | 5,100 | $475K |
| GAM Holding AG | 0.04% | Reduce -78.8% | 5,100 | $475K |
| Tower Bridge Advisors | 0.05% | No change | 5,065 | $473K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -4.0% | 5,055 | $472K |
| Next Level Private LLC | 0.11% | No change | 5,023 | $469K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.3% | 5,022 | $469K |
| Sowell Financial Services LLC | 0.02% | Add +2.0% | 4,988 | $465K |
| Hemenway Trust Co LLC | 0.04% | Reduce -7.3% | 4,985 | $465K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +381.1% | 4,926 | $460K |
| Bar Harbor Wealth Management | 0.03% | No change | 4,890 | $456K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | No change | 4,853 | $453K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -2.1% | 4,817 | $450K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -6.4% | 4,809 | $449K |
| Grey Ledge Advisors, LLC | 0.10% | Reduce -5.0% | 4,783 | $446K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.0% | 4,723 | $441K |
| Brooklyn Investment Group | 0.01% | New | 4,678 | $436K |
| Fiduciary Group, LLC | 0.04% | No change | 4,644 | $433K |
| 111 Capital | 0.11% | New | 4,622 | $432K |
| Addison Advisors LLC | 0.09% | Reduce -0.2% | 4,603 | $430K |
| Sky Investment Group LLC | 0.08% | Reduce -16.4% | 4,594 | $429K |
| J. Safra Sarasin Holding AG | 0.01% | Add +13.7% | 4,576 | $426K |
| Independent Advisor Alliance | 0.00% | Reduce -11.6% | 4,560 | $426K |
| Allworth Financial LP | 0.00% | Add +5.8% | 4,560 | $425K |
| Powers Advisory Group, LLC | 0.15% | No change | 4,538 | $423K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 4,531 | $423K |
| Wasatch Advisors LP | 0.00% | Reduce -91.2% | 4,518 | $422K |
| Cypress Capital Group | 0.05% | Reduce -7.6% | 4,516 | $421K |
| Massar Capital Management, LP | 0.08% | New | 4,453 | $416K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -10.1% | 4,447 | $415K |
| Citizens Financial Group Inc. | 0.01% | Add +0.2% | 4,396 | $410K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.7% | 4,377 | $408K |
| Parsons Capital Management Inc. | 0.02% | Reduce -4.4% | 4,368 | $408K |
| Abacus Wealth Partners, LLC | 0.04% | Add +21.9% | 4,362 | $407K |
| Prospera Financial Services Inc | 0.01% | New | 4,348 | $406K |
| Coldstream Capital Management Inc. | 0.01% | Add +11.1% | 4,349 | $406K |
| Alhambra Investment Management LLC | 0.18% | No change | 4,251 | $397K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,315 | $395K |
| Spartan Wealth Advisory Services LLC | 0.03% | — | 4,225 | $394K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +21.9% | 4,172 | $389K |
| Kathmere Capital Management, LLC | 0.02% | Add +11.3% | 4,136 | $386K |
| Columbia Asset Management | 0.07% | Add +7.8% | 4,135 | $386K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 4,123 | $385K |
| Csenge Advisory Group | 0.02% | Add +1.0% | 4,114 | $384K |
| Turn8 Private Wealth Inc. | 0.24% | New | 4,115 | $383K |
| Cromwell Holdings LLC | 0.21% | No change | 4,091 | $382K |
| Five Oceans Advisors | 0.14% | No change | 4,091 | $382K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 4,075 | $380K |
| Virtus Advisers, LLC | 0.18% | Reduce -26.2% | 2,907 | $378K |
| Independence Financial Advisors, LLC | 0.11% | No change | 4,046 | $378K |
| Arkadios Wealth Advisors | 0.01% | Add +25.9% | 4,038 | $377K |
| Farringdon Capital, Ltd. | 0.08% | New | 4,005 | $374K |
| Coastline Trust Co | 0.04% | No change | 4,000 | $373K |
| West Family Investments, Inc. | 0.13% | Reduce -32.7% | 3,985 | $372K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +12.8% | 3,967 | $370K |
| GMT Capital Corp | 0.02% | New | 3,960 | $370K |
| MFA Wealth Services | 0.24% | Add +0.8% | 3,942 | $368K |
| Cordatus Wealth Management LLC | 0.09% | New | 3,901 | $364K |
| Brevan Howard Capital Management LP | 0.00% | New | 3,888 | $363K |
| Boston Common Asset Management, LLC | 0.02% | Reduce -3.4% | 3,877 | $362K |
| Bath Savings Trust Co | 0.04% | No change | 3,810 | $356K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -6.2% | 3,808 | $355K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -7.5% | 3,788 | $353K |
| LOM Asset Management Ltd | 0.10% | No change | 3,042 | $353K |
| Carter Financial Group, INC. | 0.22% | Add +10.8% | 3,774 | $352K |
| Maverick Capital | 0.00% | New | 3,769 | $352K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,762 | $351K |
| Pines Wealth Management, LLC | 0.11% | Reduce -4.5% | 3,758 | $351K |
| Empirical Asset Management, LLC | 0.09% | No change | 3,708 | $346K |
| Brucke Financial, Inc. | 0.18% | Reduce -52.9% | 3,702 | $345K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.8% | 3,665 | $342K |
| Connecticut Wealth Management, LLC | 0.01% | Add +3.0% | 3,644 | $340K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -33.5% | 3,637 | $339K |
| CVA Family Office, LLC | 0.04% | No change | 3,617 | $338K |
| Riversedge Advisors, LLC | 0.05% | Add +2.2% | 3,601 | $336K |
| Old North State Wealth Management, LLC | 0.15% | Add +0.6% | 3,573 | $333K |
| Brown Brothers Harriman & Co. | 0.00% | Add +9.2% | 3,571 | $333K |
| Hexagon Capital Partners LLC | 0.05% | New | 3,570 | $333K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,568 | $333K |
| Legacy Capital Group California, Inc. | 0.13% | New | 3,567 | $333K |
| Flatrock Wealth Partners LLC | 0.15% | Add +0.1% | 3,566 | $333K |
| Adirondack Trust Co. | 0.11% | No change | 3,562 | $332K |
| FCG Investment Co | 0.15% | — | 3,551 | $331K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -5.2% | 3,533 | $330K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -0.5% | 3,513 | $328K |
| HBK Sorce Advisory LLC | 0.01% | Add +4.7% | 3,037 | $326K |
| Independent Financial Group, LLC | 0.01% | New | 3,493 | $326K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 3,402 | $317K |
| First Affirmative Financial Network | 0.12% | — | 3,394 | $317K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.5% | 3,389 | $316K |
| Leavell Investment Management, Inc. | 0.01% | No change | 3,350 | $313K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 3,319 | $310K |
| Berger Financial Group, Inc | 0.02% | Reduce -6.0% | 3,316 | $309K |
| MAI Capital Management | 0.00% | Add +9.7% | 3,309 | $309K |
| Means Investment Co., Inc. | 0.03% | Reduce -4.0% | 3,277 | $306K |
| Apella Capital, LLC | 0.00% | Add +0.2% | 2,887 | $304K |
| Wealth Effects LLC | 0.11% | No change | 3,258 | $304K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,254 | $304K |
| Westover Capital Advisors, LLC | 0.06% | Reduce -1.2% | 3,252 | $303K |
| Shelton Capital Management | 0.01% | Reduce -7.1% | 3,243 | $303K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 3,238 | $302K |
| Simplicity Wealth,LLC | 0.02% | Add +12.0% | 3,222 | $301K |
| Advisory Services Network, LLC | 0.00% | Add +4.8% | 3,209 | $299K |
| Arq Wealth Advisors, LLC | 0.05% | New | 3,178 | $297K |
| Western Wealth Management, LLC | 0.01% | No change | 3,156 | $294K |
| Harbor Group, Inc. | 0.04% | No change | 3,152 | $294K |
| Smithbridge Asset Management Inc. | 0.04% | New | 3,148 | $294K |
| Williams Financial, LLC | 0.17% | No change | 3,146 | $294K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.3% | 3,121 | $291K |
| Calton & Associates, Inc. | 0.04% | New | 3,102 | $289K |
| Fiduciary Financial Group, LLC | 0.04% | Add +3.1% | 3,093 | $289K |
| Venturi Wealth Management, LLC | 0.01% | Add +15.6% | 3,092 | $289K |
| Philip James Wealth Mangement, LLC | 0.04% | Reduce -23.9% | 3,082 | $288K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 3,048 | $287K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,059 | $285K |
| Edgestream Partners, L.P. | 0.01% | Reduce -13.9% | 3,051 | $285K |
| Payne Capital LLC | 0.26% | No change | 3,050 | $285K |
| Braun-Bostich & Associates Inc. | 0.18% | Reduce -3.5% | 3,047 | $284K |
| Savvy Advisors, Inc. | 0.01% | Add +15.1% | 3,022 | $282K |
| Successful Portfolios LLC | 0.15% | Reduce -32.1% | 3,014 | $280K |
| Bank of New Hampshire | 0.06% | No change | 2,996 | $280K |
| Leo Wealth, LLC | 0.02% | Reduce -3.8% | 2,964 | $277K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 2,963 | $276K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -26.3% | 2,959 | $276K |
| Guggenheim Capital LLC | 0.00% | Reduce -26.5% | 2,959 | $276K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -13.7% | 2,906 | $271K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 2,890 | $270K |
| Saturna Capital Corp. | 0.00% | No change | 2,850 | $266K |
| Impact Investors, Inc | 0.18% | New | 2,833 | $264K |
| Jacobi Capital Management LLC | 0.01% | Reduce -0.6% | 2,831 | $264K |
| Birch Financial Group, LLC | 0.15% | No change | 2,831 | $264K |
| Seeds Investor LLC | 0.04% | New | 2,560 | $264K |
| Accurate Wealth Management, LLC | 0.03% | Add +0.3% | 2,576 | $259K |
| Firestone Capital Management | 0.05% | No change | 2,740 | $256K |
| Canopy Partners, LLC | 0.09% | Add +2.5% | 2,732 | $255K |
| OneAscent Family Office, LLC | 0.18% | No change | 2,729 | $255K |
| Rwa Wealth Partners, LLC | 0.00% | New | 2,729 | $255K |
| Shulman DeMeo Asset Management LLC | 0.05% | No change | 2,707 | $253K |
| Summit Securities Group LLC | 0.12% | Reduce -69.0% | 2,700 | $252K |
| Arrow Financial Corp | 0.03% | No change | 2,668 | $249K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,647 | $247K |
| Premier Path Wealth Partners, LLC | 0.03% | No change | 2,641 | $246K |
| Aaron Wealth Advisors LLC | 0.01% | New | 2,634 | $246K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 2,631 | $246K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +2.3% | 2,599 | $243K |
| Silver Oak Securities, Incorporated | 0.02% | No change | 2,561 | $239K |
| Choate Investment Advisors | 0.00% | No change | 2,558 | $239K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.1% | 2,548 | $238K |
| Whalerock Point Partners, LLC | 0.05% | No change | 2,525 | $236K |
| Emergent Wealth Advisors, LLC | 0.14% | New | 2,513 | $234K |
| Omnia Family Wealth, LLC | 0.07% | No change | 2,504 | $234K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 2,500 | $233K |
| BetterWealth, LLC | 0.05% | Reduce -7.5% | 2,480 | $231K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,478 | $231K |
| 55 North Private Wealth, LLC | 0.06% | Add +9.7% | 2,475 | $231K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | No change | 2,465 | $230K |
| HUB Investment Partners, LLC | 0.01% | New | 2,454 | $229K |
| Aft, Forsyth & Company, Inc. | 0.11% | No change | 2,450 | $229K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -20.4% | 2,435 | $227K |
| KCM Investment Advisors LLC | 0.01% | Reduce -13.2% | 2,424 | $226K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -3.4% | 2,423 | $226K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,414 | $225K |
| Massachusetts Wealth Management | 0.10% | No change | 2,410 | $225K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 2,401 | $224K |
| Clearstead Trust, LLC | 0.04% | No change | 2,400 | $224K |
| Avior Wealth Management, LLC | 0.01% | Add +10.8% | 2,400 | $224K |
| Hill Investment Group Partners, LLC | 0.02% | No change | 2,398 | $224K |
| Lester Murray Antman dba SimplyRich | 0.06% | No change | 2,400 | $223K |
| Aspiriant, LLC | 0.01% | New | 2,389 | $223K |
| Stonebrook Private Inc. | 0.05% | New | 2,376 | $222K |
| Jeppson Wealth Management, LLC | 0.07% | No change | 2,374 | $222K |
| PFG Investments, LLC | 0.01% | Reduce -0.1% | 2,370 | $221K |
| Wescott Financial Advisory Group, LLC | 0.02% | No change | 2,364 | $221K |
| Hilltop National Bank | 0.05% | Reduce -7.5% | 2,359 | $220K |
| Innova Wealth Partners | 0.10% | No change | 2,356 | $220K |
| Sepio Capital, LP | 0.01% | New | 2,348 | $219K |
| Key Financial Inc | 0.04% | No change | 2,341 | $218K |
| Kiley Juergens Wealth Management, LLC | 0.04% | New | 2,325 | $217K |
| Munich Reinsurance Co Stock Corp in Munich | 0.01% | Reduce -18.1% | 2,325 | $216K |
| Summit Financial, LLC | 0.00% | New | 2,311 | $216K |
| Mattern Capital Management, LLC | 0.03% | No change | 2,308 | $215K |
| AE Wealth Management LLC | 0.00% | New | 2,306 | $215K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | No change | 2,300 | $215K |
| Spire Wealth Management | 0.01% | Reduce -8.9% | 2,296 | $214K |
| Brown Shipley& Co Ltd | 0.13% | No change | 2,300 | $214K |
| Sensenig Capital Advisors, Inc | 0.22% | Reduce -13.8% | 2,283 | $213K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -8.4% | 2,042 | $213K |
| Argos Wealth Advisors, LLC | 0.06% | No change | 2,282 | $213K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -1.8% | 2,274 | $212K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,273 | $212K |
| Kelleher Financial Advisors | 0.05% | Reduce -3.5% | 2,885 | $212K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 2,270 | $212K |
| Cape Ann Savings Bank | 0.11% | No change | 2,254 | $210K |
| Lido Advisors, LLC | 0.00% | New | 2,252 | $210K |
| Advisor OS, LLC | 0.02% | No change | 2,240 | $209K |
| CX Institutional | 0.01% | Reduce -9.9% | 2,238 | $209K |
| Brighton Jones LLC | 0.00% | New | 2,235 | $209K |
| Zevin Asset Management LLC | 0.03% | No change | 2,204 | $206K |
| PDT Partners, LLC | 0.01% | New | 2,200 | $205K |
| Medallion Wealth Advisors, LLC | 0.07% | Reduce -0.2% | 2,197 | $205K |
| MJP Associates Inc. | 0.02% | No change | 2,192 | $205K |
| CogentBlue Wealth Advisors, LLC | 0.14% | No change | 2,185 | $204K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -8.5% | 2,220 | $203K |
| Empower Advisory Group, LLC | 0.00% | New | 2,155 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +67.7% | 2,026 | $189K |
| Danske Bank A/S | 0.00% | Reduce -71.8% | 2,028 | $189K |
| SG Americas Securities, LLC | 0.00% | New | 2,026 | $189K |
| Assetmark, Inc. | 0.00% | Add +70.0% | 1,955 | $182K |
| Harbour Investments, Inc. | 0.00% | Reduce -25.0% | 1,924 | $180K |
| Lanark Financial, Inc. | 0.01% | Reduce -2.6% | 1,850 | $173K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,600 | $170K |
| Corient IA LP | 0.16% | New | 1,790 | $167K |
| Arax Advisory Partners | 0.00% | Reduce -54.1% | 1,629 | $152K |
| Capital Analysts, LLC | 0.00% | Reduce -6.0% | 1,622 | $151K |
| Bangor Savings Bank | 0.01% | Reduce -6.1% | 1,608 | $150K |
| Eastern Bank | 0.00% | Add +23.7% | 1,601 | $149K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.3% | 1,560 | $146K |
| Costello Asset Management, INC | 0.05% | Add +106.9% | 1,500 | $140K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,489 | $139K |
| Larson Financial Group LLC | 0.00% | Add +9.7% | 1,436 | $134K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -3.7% | 1,426 | $133K |
| Fideuram Asset Management (Ireland) dac | 0.02% | New | 992 | $132K |
| Asset Planning,Inc | 0.09% | No change | 1,351 | $126K |
| Private Trust Co. NA | 0.01% | Reduce -12.7% | 1,342 | $125K |
| Huntington National Bank | 0.00% | Reduce -5.7% | 1,333 | $124K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,295 | $121K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,118 | $113K |
| Tompkins Financial Corp. | 0.01% | No change | 1,200 | $112K |
| Sterling Capital Management LLC | 0.00% | New | 1,190 | $111K |
| Manchester Capital Management LLC | 0.02% | Add +5.9% | 1,186 | $111K |
| Fifth Third Bancorp | 0.00% | Add +4.7% | 1,170 | $109K |
| Trust Co | 0.01% | Reduce -12.1% | 1,160 | $108K |
| Innovative Asset Advisors Group, LLC | 0.06% | — | 1,127 | $105K |
| Root Financial Partners, LLC | 0.00% | Add +6.2% | 1,112 | $104K |
| Atlantic Union Bankshares Corp | 0.00% | Add +22.2% | 1,100 | $103K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | Reduce -21.0% | 1,086 | $101K |
| Richardson Financial Services Inc. | 0.06% | Reduce -3.1% | 1,070 | $100K |
| AlphaCentric Advisors LLC | 0.10% | New | 1,048 | $98K |
| Crews Bank & Trust | 0.01% | No change | 1,020 | $95K |
| EFG International AG | 0.00% | Reduce -25.0% | 1,005 | $94K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,000 | $93K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,133 | $91K |
| IFP Advisors, Inc | 0.00% | Add +24.9% | 969 | $90K |
| Triumph Capital Management | 0.02% | Add +4.5% | 958 | $89K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 934 | $87K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -10.8% | 929 | $87K |
| Colonial Trust Co / SC | 0.01% | Reduce -37.9% | 863 | $81K |
| Byrne Asset Management LLC | 0.05% | Reduce -3.4% | 859 | $80K |
| American Capital Advisory, LLC | 0.03% | No change | 801 | $75K |
| Citizens National Bank Trust Department | 0.01% | No change | 800 | $75K |
| SBI Securities Co., Ltd. | 0.00% | Add +7.8% | 764 | $71K |
| Bullock Wealth Management Group | 0.03% | No change | 700 | $66K |
| Gilpin Wealth Management, LLC | 0.05% | Reduce -12.5% | 700 | $65K |
| Sunbelt Securities, Inc. | 0.00% | No change | 700 | $65K |
| Bruce G. Allen Investments, LLC | 0.04% | No change | 696 | $65K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +3.3% | 696 | $65K |
| CNB Bank | 0.03% | Reduce -10.3% | 691 | $64K |
| Brentview Investment Management LLC | 0.03% | No change | 671 | $63K |
| Mascoma Wealth Management LLC | 0.01% | No change | 644 | $60K |
| Godfrey Financial Associates, Inc. | 0.05% | No change | 624 | $58K |
| Silver Grove Financial Group, Inc. | 0.05% | New | 607 | $57K |
| 2UniFi Bank | 0.03% | No change | 605 | $56K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 601 | $56K |
| Hickory Point Bank & Trust | 0.04% | New | 600 | $56K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 600 | $56K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 599 | $56K |
| Entrust Financial LLC | 0.04% | No change | 584 | $55K |
| Ascentis Wealth Management, LLC | 0.01% | New | 568 | $53K |
| Colonial Trust Advisors | 0.00% | Reduce -5.0% | 566 | $53K |
| True Wealth Design, LLC | 0.01% | Add +65.4% | 549 | $51K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -58.4% | 547 | $51K |
| Caldwell Trust Co | 0.00% | Reduce -2.7% | 545 | $51K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 541 | $50K |
| Swiss Re Ltd. | 0.31% | No change | 539 | $50K |
| McMillan Office, Inc. | 0.01% | No change | 531 | $50K |
| Cornerstone Planning Group LLC | 0.01% | Add +8.6% | 465 | $49K |
| Bayforest Capital Ltd | 0.05% | New | 525 | $49K |
| McIlrath & Eck, LLC | 0.00% | No change | 517 | $48K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 514 | $48K |
| Sachetta, LLC | 0.03% | No change | 509 | $47K |
| 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 |
| Sound Income Strategies, LLC | 0.00% | Add +5.6% | 492 | $47K |
| St Germain D J Co. Inc. | 0.00% | No change | 486 | $45K |
| Millstone Evans Group, LLC | 0.03% | No change | 450 | $42K |
| Ancora Advisors LLC | 0.00% | Add +59.1% | 447 | $42K |
| Park Place Capital Corp | 0.01% | No change | 419 | $39K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +88.4% | 407 | $38K |
| Mather Group, Llc. | 0.00% | New | 399 | $37K |
| First PREMIER Bank | 0.01% | No change | 400 | $37K |
| Intentional Wealth Strategies, LLC | 0.03% | — | 376 | $35K |
| Smithfield Trust Co | 0.00% | No change | 376 | $35K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 360 | $34K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +129.7% | 340 | $32K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -14.1% | 324 | $30K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 317 | $30K |
| Bayban | 0.02% | No change | 300 | $28K |
| NBT Bank, N.A. | 0.00% | No change | 284 | $27K |
| CoreCap Advisors, LLC | 0.00% | No change | 280 | $26K |
| SJS Investment Consulting Inc. | 0.00% | No change | 269 | $25K |
| Rossby Financial, LCC | 0.01% | Add +184.9% | 265 | $25K |
| Valley National Advisers Inc. | 0.00% | No change | 278 | $25K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 264 | $25K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | Add +11.5% | 262 | $24K |
| Groupe la Francaise | 0.00% | Reduce -70.1% | 262 | $24K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 259 | $24K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -41.6% | 258 | $24K |
| Tobam | 0.01% | Reduce -41.8% | 177 | $23K |
| Maseco LLP | 0.00% | New | 245 | $23K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.7% | 245 | $23K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 244 | $23K |
| Westside Investment Management, Inc. | 0.00% | No change | 235 | $22K |
| Financial Perspectives, Inc | 0.01% | No change | 238 | $22K |
| Parkside Financial Bank & Trust | 0.00% | Add +6.3% | 237 | $22K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 235 | $22K |
| NFSG Corp | 0.00% | No change | 230 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +4.6% | 227 | $21K |
| Wellington Grp LLC | 0.01% | Reduce -38.4% | 226 | $21K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 225 | $21K |
| MTM Investment Management, LLC | 0.01% | No change | 218 | $20K |
| Penserra Capital Management LLC | 0.00% | Reduce -12.7% | 207 | $18K |
| Nisa Investment Advisors, LLC | 0.00% | Add +37.1% | 192 | $18K |
| Synergy Investment Management, LLC | 0.01% | New | 182 | $17K |
| Quaker Wealth Management, LLC | 0.01% | Reduce -41.7% | 182 | $17K |
| Hartford Financial Management Inc. | 0.00% | No change | 176 | $16K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 175 | $16K |
| Coston, McIsaac & Partners | 0.00% | No change | 178 | $16K |
| Highline Wealth Partners LLC | 0.00% | No change | 170 | $16K |
| Signature Equity Partners, LLC | 0.01% | Add +0.6% | 157 | $15K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 153 | $14K |
| City State Bank | 0.00% | No change | 153 | $14K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 150 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | Add +4.9% | 149 | $14K |
| Birchwood Financial Partners, Inc. | 0.01% | No change | 144 | $13K |
| BNP Paribas | 0.00% | Reduce -96.2% | 140 | $13K |
| True Link Financial Advisors, LLC | 0.00% | New | 137 | $13K |
| Essential Partners LLC | 0.00% | No change | 135 | $13K |
| Cornerstone Financial Management LLC | 0.01% | Add +35.2% | 123 | $11K |
| Dynamic Wealth Strategies, LLC | 0.01% | New | 121 | $11K |
| Park Square Financial Group, LLC | 0.08% | New | 106 | $10K |
| MV Capital Management, Inc. | 0.00% | Add +500.0% | 102 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $9K |
| JPL Wealth Management, LLC | 0.00% | New | 82 | $8K |
| Financial Consulate, Inc. | 0.00% | Add +355.6% | 82 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 82 | $8K |
| Raffa Wealth Management, LLC | 0.00% | No change | 78 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 75 | $7K |
| Zions Bancorporation, National Association | 0.00% | No change | 70 | $7K |
| North Star Investment Management Corp. | 0.00% | Add +18.6% | 70 | $7K |
| MCF Advisors LLC | 0.00% | New | 69 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -50.0% | 68 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 65 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 59 | $6K |
| Holos Integrated Wealth LLC | 0.00% | No change | 53 | $5K |
| Advocate Investing Services LLC | 0.00% | Add +2.0% | 52 | $5K |
| Community Financial Services Group, LLC | 0.00% | New | 50 | $5K |
| Fortitude Family Office, LLC | 0.00% | New | 51 | $5K |
| Aventura Private Wealth, LLC | 0.00% | No change | 50 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 50 | $5K |
| Kilter Group LLC | 0.00% | Reduce -2.0% | 48 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 47 | $4K |
| Vanguard National Trust Co | 0.00% | — | 47 | $4K |
| Ravenstone Capital Management Inc. | 0.00% | New | 40 | $4K |
| Marshall Investment Management, LLC | 0.00% | New | 38 | $4K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 36 | $3K |
| Vision Retirement, LLC | 0.00% | No change | 35 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 33 | $3K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 30 | $3K |
| Horizon Investments, LLC | 0.00% | Add +150.0% | 30 | $3K |
| TD Capital Management LLC | 0.00% | No change | 27 | $3K |
| Stone House Investment Management, LLC | 0.00% | Add +27.8% | 23 | $2K |
| MBM Wealth Consultants, LLC | 0.00% | New | 18 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 17 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 16 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 15 | $1K |
| Main Street Group, LTD | 0.00% | New | 14 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 12 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 12 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 8 | $1K |
| Clear Investment Research, LLC | 0.00% | New | 10 | $933 |
| Atlantic Private Wealth, LLC | 0.00% | No change | 8 | $746 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 5 | $467 |
| Atwood & Palmer Inc. | 0.00% | No change | 2 | $187 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -92.9% | 2 | $187 |
| Burkett Financial Services, LLC | 0.00% | No change | 2 | $186 |
| Cheviot Value Management, LLC | 0.00% | No change | 1 | $93 |
| Elequin Capital, LP | 0.00% | New | 1 | $93 |
| Optiver Holding B.V. | 0.00% | New | 1 | $93 |
"% of holder's portfolio" is TD's weight in each manager's 13F, not the share of Toronto-Dominion Bank the manager owns.