Toronto-Dominion BankTD

13F holders, Q1 2026 (March 31)
842holders +41
94new positions
50sold out
9famous investors
$93.69avg. 13F price*

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

02004006008001,000 Q1 2024: 699Q1 2024Q2 2024: 672Q2 2024Q3 2024: 688Q3 2024Q4 2024: 639Q4 2024Q1 2025: 635Q1 2025Q2 2025: 681Q2 2025Q3 2025: 708Q3 2025Q4 2025: 801Q4 2025Q1 2026: 842Q1 2026Q2 2026: 901Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions94$298.6M
Exits50$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.