Toronto-Dominion BankTD

13F holders, Q2 2026 (June 30)
901holders +59
105new positions
49sold out
8famous investors
$123.41avg. 13F price*

At the end of Q2 2026, 901 institutions reported holding Toronto-Dominion Bank (TD) in their 13F filings, up 59 from Q1 2026. 105 opened new positions and 49 sold out. The largest holders were Royal Bank of Canada ($13.0B), Bank of Montreal ($7.6B) and Vanguard Capital Management LLC ($6.2B). 8 famous investors held it, including Jeremy Grantham (0.5% of GMO's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions105$362.3M
Exits49$241.5M

All 13F filers, Q1 2026 → Q2 2026: 30,767,251 shares bought and 59,729,775 shares sold, net −28,962,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 901 holders

Royal Bank of Canada 2.20% Reduce -6.8% 106,815,681 $13.0B
Bank of Montreal 2.80% Reduce -16.7% 62,731,681 $7.6B
Vanguard Capital Management LLC 0.13% Add +0.7% 50,840,223 $6.2B
Cibc World Market Inc. 7.40% Reduce -8.0% 36,191,962 $4.4B
Mackenzie Financial Corp. 3.95% Reduce -5.1% 22,892,530 $3.9B
FIL Ltd 2.66% Add +14.1% 30,466,572 $3.7B
1832 Asset Management L.P. 4.18% Reduce -7.5% 28,083,509 $3.4B
National Bank of Canada 2.91% Reduce -0.3% 27,343,546 $3.3B
TD Asset Management Inc 2.69% Reduce -32.2% 25,526,617 $3.1B
TD Waterhouse Canada Inc. 6.53% Reduce -1.9% 20,259,577 $2.5B
Norges Bank 0.24% — 20,021,693 $2.4B
Geode Capital Management, LLC 0.13% Add +9.7% 19,240,331 $2.4B
Manufacturers Life Insurance Company, The 1.62% Add +0.1% 16,944,405 $2.1B
Vanguard Fiduciary Trust Co. 0.40% Add +0.3% 14,821,204 $1.8B
Vanguard Global Advisers, LLC 0.73% Add +8.6% 12,842,706 $1.6B
CIBC Asset Management Inc 3.38% Add +5.9% 12,662,025 $1.5B
Canada Pension Plan Investment Board 0.85% Add +1.7% 12,683,729 $1.5B
Massachusetts Financial Services Co. 0.48% Reduce -21.5% 11,159,532 $1.5B
Bank of Nova Scotia 2.23% Reduce -4.5% 11,947,977 $1.5B
Connor, Clark & Lunn Investment Management Ltd. 2.73% Add +11.4% 11,854,139 $1.4B
Federation des caisses Desjardins du Quebec 3.83% Add +7.5% 10,284,968 $1.2B
Scotia Capital Inc. 4.64% Reduce -3.1% 10,259,435 $1.2B
Legal & General Group Plc 0.26% Reduce -1.5% 10,216,647 $1.2B
FMR LLC 0.05% Reduce -8.3% 10,130,249 $1.2B
JPMorgan Chase & Co. 0.06% Add +7.1% 8,180,040 $984.3M
Dimensional Fund Advisors LP 0.17% Add +2.6% 7,764,118 $942.8M
Goldman Sachs Group Inc. 0.10% Add +24.1% 7,663,475 $930.6M
Beutel, Goodman & Co Ltd. 5.74% Reduce -13.0% 6,420,709 $780.4M
Morgan Stanley 0.04% Add +3.6% 6,204,062 $753.4M
Healthcare of Ontario Pension Plan Trust Fund 0.99% Reduce -12.4% 5,667,809 $688.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3.98% Add +4.0% 5,234,126 $635.8M
Charles Schwab Investment Management Inc. 0.08% Add +1.4% 5,099,275 $619.8M
Acadian Asset Management LLC 0.67% Reduce -15.3% 4,642,131 $564.2M
Picton Mahoney Asset Management 5.13% Add +22.2% 4,578,596 $555.3M
Bank of America Corp. 0.04% Reduce -9.7% 4,485,484 $544.7M
UBS Group AG 0.08% Add +110.8% 4,007,209 $486.6M
Invesco Ltd. 0.04% Reduce -30.7% 3,777,066 $458.6M
Deutsche Bank AG 0.13% Reduce -21.8% 3,630,158 $440.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.28% Add +12.6% 3,461,167 $420.8M
Alberta Investment Management Corp 2.68% Reduce -17.9% 3,445,718 $418.5M
OMERS ADMINISTRATION Corp 2.41% Add +104.5% 3,309,223 $402.2M
Amundi 0.10% Add +6.5% 3,306,969 $401.7M
Public Sector Pension Investment Board 1.03% Add +9.8% 3,219,104 $391.0M
Caisse de depot et placement du Quebec 0.52% Add +1.8% 2,995,594 $364.1M
Agf Management Ltd. 1.42% Reduce -4.9% 2,510,292 $363.1M
Capital Research Global Investors 0.05% Add +0.1% 2,957,960 $359.6M
State Street Corp. 0.01% Reduce -2.5% 2,802,720 $340.3M
Toronto Dominion Bank 0.55% Add +4.5% 2,698,321 $327.7M
Fiera Capital Corp 1.16% Add +442.2% 2,642,663 $320.7M
Letko, Brosseau & Associates Inc. 4.30% Reduce -4.9% 2,393,682 $290.9M
Mufg Securities (canada), LTD. 7.74% Reduce -5.0% 2,364,122 $287.0M
BlackRock, Inc. 0.00% Reduce -6.1% 1,916,241 $232.7M
Addenda Capital Inc. 6.07% Reduce -0.5% 1,294,228 $223.2M
Clearbridge Investments, LLC 0.17% Reduce -4.8% 1,746,571 $210.7M
GMO 0.47% Reduce -11.7% 1,731,101 $210.4M
Bank of New York Mellon Corp 0.03% Add +4.7% 1,670,919 $202.9M
Aviso Financial Inc. 6.80% Reduce -5.0% 1,608,236 $195.5M
Dixon Mitchell Investment Counsel Inc. 6.29% Add +6.2% 1,591,641 $193.5M
Aviva PLC 0.27% Add +0.6% 1,514,831 $183.9M
Russell Investments Group, Ltd. 0.16% Add +4.4% 1,489,677 $180.2M
Jane Street Group, LLC 0.11% Add +875.1% 1,469,611 $178.5M
Nuveen, LLC 0.04% Reduce -0.6% 1,449,472 $176.2M
Northern Trust Corp. 0.02% Add +0.1% 1,317,944 $160.0M
Scheer, Rowlett & Associates Investment Management Ltd. 11.44% Reduce -4.2% 1,310,657 $159.2M
AQR Capital Management 0.05% Reduce -0.6% 1,248,989 $151.5M
Guardian Capital LP 3.66% Reduce -4.9% 1,237,833 $150.5M
Alliancebernstein L.P. 0.05% Reduce -1.8% 1,602,333 $149.5M
Natixis Advisors, LLC 0.16% Reduce -14.2% 1,203,747 $146.2M
Franklin Resources Inc. 0.03% Add +4.9% 1,169,642 $142.1M
Citadel Advisors 0.08% Add +499.9% 1,168,490 $141.9M
Jones Financial Companies LLLP 0.05% Reduce -15.1% 1,122,074 $134.2M
Korea Investment CORP 0.25% Add +0.7% 1,098,647 $133.5M
Allianz Asset Management GmbH 0.12% Add +265.0% 1,089,503 $132.4M
American Century Companies Inc. 0.06% Add +56.0% 1,034,827 $125.8M
Intact Investment Management Inc. 3.54% Reduce -18.5% 1,023,826 $124.5M
Hillsdale Investment Management Inc. 2.82% Reduce -15.2% 1,019,172 $123.8M
CANADA LIFE ASSURANCE Co 0.19% Add +14.8% 977,740 $118.2M
State of Tennessee, Department of Treasury 0.34% Add +0.2% 954,371 $116.0M
Two Sigma Investments, LP 0.09% Add +7.3% 944,156 $114.6M
Pictet Asset Management Holding SA 0.10% Reduce -2.3% 901,578 $109.6M
DekaBank Deutsche Girozentrale 0.18% No change 1,141,081 $106.0M
Alyeska Investment Group, L.P. 0.27% Reduce -8.8% 859,024 $104.3M
Jupiter Asset Management Ltd. 0.51% Add +1506.9% 841,636 $102.3M
Clark Capital Management Group, Inc. 0.56% Reduce -20.9% 841,705 $102.2M
SEB Asset Management AB 0.38% Reduce -44.3% 831,989 $101.1M
Renaissance Technologies 0.14% Add +747.7% 815,280 $99.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.19% Add +5.4% 807,758 $98.2M
Vanguard Investments Australia, Ltd. 0.24% Add +0.4% 790,542 $96.1M
Intech Investment Management LLC 0.85% Add +7.7% 762,326 $92.7M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 8.92% Reduce -23.7% 526,877 $90.9M
Bank of Nova Scotia Trust Co. 7.24% Reduce -3.6% 719,332 $87.3M
MUFG Securities EMEA plc 0.89% New 700,000 $85.0M
Bessemer Group Inc. 0.12% Reduce -2.0% 697,891 $84.7M
UniSuper Management Pty Ltd 0.41% Add +3.0% 465,386 $80.3M
Polar Asset Management Partners Inc. 1.91% New 652,990 $79.3M
Neuberger Berman Group LLC 0.05% Add +11.2% 629,309 $76.5M
Northwest & Ethical Investments L.P. 1.75% Reduce -9.8% 620,742 $75.3M
Public Employees Retirement System of Ohio 0.22% Reduce -5.1% 612,995 $74.5M
Guardian Partners Inc. 6.67% Reduce -13.4% 608,579 $74.0M
Lazard Asset Management LLC 0.11% Reduce -10.9% 593,563 $72.1M
Arrowstreet Capital, Limited Partnership 0.03% New 568,793 $69.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Reduce -28.9% 561,552 $68.2M
Millennium Management 0.05% Reduce -3.0% 556,764 $67.6M
State of Wisconsin Investment Board 0.14% Add +0.8% 550,563 $66.9M
First Trust Advisors LP 0.04% Reduce -11.2% 534,025 $64.9M
Mitsubishi UFJ Trust & Banking Corp 0.14% Add +29.0% 531,022 $64.5M
Delaney Capital Management Ltd. 10.16% Reduce -7.3% 529,495 $64.3M
Purpose Unlimited Inc. 2.47% Reduce -3.3% 526,435 $64.0M
Royal London Asset Management Ltd. 0.12% Add +1.6% 516,187 $62.7M
AustralianSuper Pty Ltd 0.27% Add +48.3% 504,709 $61.3M
Mn Services Vermogensbeheer B.V. 0.44% Add +20.1% 482,590 $58.7M
Citigroup Inc. 0.03% Reduce -22.1% 457,088 $55.6M
Cidel Asset Management Inc. 2.62% Reduce -21.7% 448,298 $54.5M
Advisors Capital Management, LLC 0.54% Reduce -4.6% 415,292 $50.4M
Envestnet Asset Management Inc. 0.01% Reduce -7.7% 413,528 $50.2M
DJE Kapital AG 0.93% Add +1890.8% 408,112 $49.3M
QV Investors Inc. 3.69% Reduce -14.5% 394,545 $48.0M
Zurich Insurance Group Ltd 0.33% Add +22.0% 390,811 $47.5M
Woodbridge Co Ltd 0.19% No change 388,202 $47.1M
Andra AP-fonden 0.54% New 270,579 $46.7M
Lansforsakringar Fondforvaltning AB (publ) 0.21% Reduce -4.8% 378,756 $46.0M
Harvest Portfolios Group Inc. 0.63% Add +3.8% 368,903 $44.9M
Swiss Life Asset Management Ltd 0.18% Add +12.8% 349,683 $42.4M
Raymond James Financial Inc. 0.01% Reduce -3.3% 345,658 $42.0M
Nykredit A/S 0.16% — 334,713 $40.7M
Wellington Management Group LLP 0.01% Reduce -0.9% 324,641 $39.5M
Wells Fargo & Company 0.01% Reduce -1.8% 322,910 $39.2M
Montrusco Bolton Investments Inc. 0.60% Reduce -13.6% 317,741 $38.6M
Creative Planning 0.02% Add +17.3% 310,241 $37.7M
Triasima Portfolio Management inc. 5.02% Add +10.9% 306,074 $37.2M
Varma Mutual Pension Insurance Co 0.19% Reduce -0.6% 299,998 $36.5M
Genus Capital Management Inc. 3.45% Add +10.6% 288,093 $35.0M
Investment Management Corp of Ontario 0.44% Reduce -0.0% 286,585 $34.8M
Cardinal Point Capital Management ULC 1.97% Reduce -2.4% 286,027 $34.7M
Godsey & Gibb, Inc. 2.74% Reduce -10.0% 275,464 $33.4M
Generali Asset Management SPA SGR 0.60% Add +9.2% 193,779 $33.4M
USS Investment Management Ltd 0.12% Reduce -10.1% 252,025 $30.6M
Barclays PLC 0.01% Add +156.5% 249,843 $30.3M
Ninepoint Partners LP 2.66% Add +42.1% 246,256 $29.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.24% Add +9.9% 240,904 $29.3M
Maryland State Retirement & Pension System 0.50% Add +1.4% 241,034 $29.3M
Coleford Investment Management Ltd. 6.27% Reduce -2.1% 236,780 $28.7M
LPL Financial LLC 0.01% Reduce -1.8% 225,580 $27.4M
Danica Pension, Livsforsikringsaktieselskab 0.43% Add +6.1% 156,280 $26.9M
SIG North Trading, ULC 4.83% Reduce -26.7% 217,667 $26.4M
Jupiter Topco LLC 0.01% — 215,477 $26.2M
Qube Research & Technologies Ltd 0.03% Reduce -66.0% 214,982 $26.1M
Heathbridge Capital Management Ltd. 8.82% Reduce -12.7% 212,550 $25.8M
Mediolanum International Funds Ltd 0.22% Add +8.6% 213,758 $25.7M
Waratah Capital Advisors Ltd. 1.90% Reduce -4.3% 203,254 $24.7M
Susquehanna Fundamental Investments, LLC 0.46% Add +134.0% 202,900 $24.6M
Canerector Inc. 11.07% No change 200,000 $24.3M
Quantinno Capital Management LP 0.03% Add +18.4% 192,611 $23.4M
ASR Vermogensbeheer N.V. 0.24% Reduce -14.2% 189,081 $23.0M
Portland Investment Counsel Inc. 6.34% Reduce -2.8% 186,700 $22.7M
Nicola Wealth Management LTD. 2.57% No change 183,802 $22.3M
HighTower Advisors, LLC 0.02% Reduce -2.2% 182,119 $22.1M
HRT Financial LP 0.04% Add +141.5% 178,265 $21.6M
Utah Retirement Systems 0.19% Reduce -9.3% 166,849 $20.3M
American Assets Investment Management, LLC 1.21% No change 165,000 $20.0M
Lorne Steinberg Wealth Management Inc. 4.05% Add +2.4% 162,268 $19.7M
Man Group plc 0.03% Reduce -36.9% 136,115 $16.5M
Lord, Abbett & Co. LLC 0.05% Reduce -23.3% 135,205 $16.4M
Lombard Odier Asset Management (Switzerland) SA 0.50% Reduce -1.7% 128,869 $15.7M
Gulf International Bank (UK) Ltd 0.31% Reduce -1.6% 128,383 $15.6M
Claret Asset Management Corp 1.64% Add +0.2% 124,169 $15.1M
O'shaughnessy Asset Management, LLC 0.07% Add +15.8% 122,827 $14.9M
Gold Investment Management Ltd. 3.92% Reduce -0.2% 118,976 $14.5M
Susquehanna International Group, LLP 0.01% New 115,810 $14.1M
Thrivent Financial for Lutherans 0.02% Add +0.8% 113,450 $13.8M
Triglav Investments, D.O.O. 0.72% New 79,000 $13.6M
PCJ Investment Counsel Ltd. 3.88% Reduce -8.8% 111,100 $13.5M
HSBC Holdings PLC 0.01% Add +10.3% 108,054 $13.1M
Cumberland Partners Ltd 0.77% Add +3.0% 97,731 $11.9M
Causeway Capital Management LLC 0.13% New 97,238 $11.8M
Modera Wealth Management, LLC 0.13% Reduce -1.5% 97,141 $11.8M
Cetera Investment Advisers 0.01% Add +2.2% 95,261 $11.6M
Mariner, LLC 0.01% Add +3.8% 93,485 $11.4M
NewSquare Capital LLC 0.84% Add +4.5% 92,917 $11.3M
Ameriprise Financial Inc. 0.00% Reduce -21.1% 73,350 $11.0M
Fiduciary Trust Co 0.11% No change 85,740 $10.4M
Commonwealth Equity Services, LLC 0.01% Reduce -0.4% 85,338 $10.4M
D. E. Shaw & Co. 0.01% Reduce -58.0% 83,700 $10.2M
Walter Public Investments Inc. 2.42% Reduce -11.5% 82,988 $10.1M
Capital World Investors 0.00% No change 82,501 $10.0M
DKRT Investments Corp. 2.23% No change 75,000 $9.1M
K.J. Harrison & Partners Inc 1.23% Reduce -0.7% 70,814 $8.6M
Beaton Management Co. Inc. 3.49% Add +14.9% 70,456 $8.6M
Manning & Napier Advisors LLC 0.11% New 70,292 $8.5M
Fideuram Asset Management (Ireland) dac 0.16% Add +4816.6% 48,773 $8.1M
Capital Fund Management S.A. 0.06% Add +18.3% 66,971 $8.1M
JCIC Asset Management Inc. 2.47% No change 86,674 $8.1M
Natixis 0.04% Reduce -6.0% 66,137 $8.0M
Credit Agricole S A 0.02% Reduce -1.0% 64,413 $7.8M
Hennessy Advisors Inc. 0.24% Reduce -1.7% 62,800 $7.6M
Worldquant Millennium Advisors LLC 0.03% Add +56.5% 62,432 $7.6M
Plato Investment Management Ltd 0.43% Add +30.5% 62,530 $7.6M
Stablepoint Partners, LLC 1.03% Add +0.0% 61,446 $7.5M
UNIVEST FINANCIAL Corp 0.36% No change 60,658 $7.4M
Ensign Peak Advisors, Inc 0.01% No change 60,453 $7.3M
Van Eck Associates Corp. 0.00% Add +0.2% 60,071 $7.3M
Pacifica Partners Inc. 2.19% Reduce -1.6% 60,846 $7.3M
Cerity Partners LLC 0.01% Add +3.4% 59,372 $7.2M
JTC Employer Solutions Trustee Ltd 0.56% Reduce -18.6% 58,079 $7.0M
Osaic Holdings, Inc. 0.01% Add +31.8% 57,696 $7.0M
BCV Asset Management Inc. 0.21% Reduce -27.4% 57,251 $6.9M
Osmosis Investment Management UK Ltd 0.32% Reduce -50.4% 56,476 $6.9M
Assenagon Asset Management S.A. 0.01% Add +7.4% 56,200 $6.8M
Ewing Morris & Co. Investment Partners Ltd. 3.33% Reduce -1.8% 52,374 $6.4M
IMC-Chicago, LLC 0.06% New 52,108 $6.3M
Trust Co. of Vermont 0.24% — 51,986 $6.3M
Value Partners Investments Inc. 0.44% Add +1.1% 51,562 $6.3M
Vanguard Personalized Indexing Management, LLC 0.05% Add +17.3% 50,193 $6.1M
Corient Private Wealth LP 0.01% Reduce -11.8% 49,769 $6.0M
Tidal Investments LLC 0.01% Add +0.6% 48,237 $5.9M
Focus Partners Wealth 0.01% Add +4.3% 48,148 $5.8M
Vise Technologies, Inc. 0.07% Add +7.5% 48,083 $5.8M
Tacita Capital Inc 3.08% Add +0.3% 46,754 $5.7M
Cardinal Capital Management 0.68% Reduce -0.1% 46,344 $5.6M
Burkett Asset Management Ltd 5.22% Reduce -2.3% 46,041 $5.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.0% 43,566 $5.3M
Welch & Forbes LLC 0.06% Reduce -0.2% 43,217 $5.2M
Orion Porfolio Solutions, LLC 0.04% Reduce -5.3% 43,078 $5.2M
Auto-Owners Insurance Co 0.12% No change 42,096 $5.1M
Stifel Financial Corp. 0.00% Reduce -55.7% 40,748 $4.9M
Park Avenue Securities LLC 0.03% Reduce -14.2% 40,249 $4.9M
Crossmark Global Holdings, Inc. 0.06% Reduce -78.6% 40,035 $4.9M
PNC Financial Services Group, Inc. 0.00% Reduce -6.2% 39,475 $4.8M
Metis Global Partners, LLC 0.11% Reduce -34.8% 39,332 $4.8M
MML Investors Services, LLC 0.01% Add +2.4% 39,211 $4.8M
M&T Bank Corp 0.01% Reduce -1.1% 38,946 $4.7M
Cassaday & Co Wealth Management LLC 0.09% No change 37,966 $4.6M
Louisbourg Investments Inc. 0.85% Reduce -20.1% 37,773 $4.6M
Quadrant Capital Group LLC 0.12% Reduce -0.1% 36,772 $4.5M
Tableaux LLC 1.86% No change 36,465 $4.4M
Voya Investment Management LLC 0.00% Reduce -70.1% 35,300 $4.3M
Rockefeller Capital Management L.P. 0.01% Add +9.8% 34,789 $4.2M
Baldwin Wealth Partners LLC 0.28% No change 34,675 $4.2M
Munich Reinsurance Co Stock Corp in Munich 0.09% Add +1386.9% 34,570 $4.2M
Evelyn Partners Group Ltd 0.07% — 33,989 $4.1M
Signaturefd, LLC 0.05% Add +14.3% 31,311 $3.8M
Rathbones Group PLC 0.01% Reduce -3.8% 30,814 $3.7M
Laird Norton Wetherby Trust Company, LLC 0.07% Reduce -3.9% 30,351 $3.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +0.2% 29,985 $3.6M
Janney Montgomery Scott LLC 0.01% Add +1.0% 29,802 $3.6M
Flagship Capital Management Inc. 2.28% Add +0.5% 29,715 $3.6M
Pinnacle Associates Ltd. 0.04% Add +2.0% 29,507 $3.6M
Equitable Holdings, Inc. 0.02% Reduce -0.3% 29,443 $3.6M
BNP Paribas Financial Markets 0.00% Add +2.7% 28,710 $3.5M
Sumitomo Life Insurance Co. 0.06% Reduce -5.5% 28,467 $3.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -5.5% 28,467 $3.5M
&partners 0.01% Add +0.2% 28,164 $3.4M
Ieq Capital, LLC 0.02% Add +2.9% 27,942 $3.4M
Compound Planning, Inc. 0.09% Add +8.9% 27,694 $3.4M
Danske Bank A/S 0.01% Add +1266.9% 27,721 $3.4M
US Bancorp \de 0.00% Add +4.3% 26,922 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.8% 26,418 $3.2M
WealthTrust Axiom LLC 0.71% Reduce -1.2% 26,340 $3.2M
Captrust Financial Advisors 0.00% Reduce -17.9% 26,328 $3.2M
Resources Management Corp. /CT/ 0.40% Reduce -0.1% 25,941 $3.2M
Pathstone Holdings, LLC 0.01% Reduce -5.6% 25,660 $3.1M
Mercer Global Advisors Inc. 0.00% Reduce -1.3% 25,541 $3.1M
CMH Wealth Management LLC 0.47% Reduce -17.4% 25,260 $3.1M
Moors & Cabot, Inc. 0.12% Reduce -0.1% 25,050 $3.0M
Empowered Funds, LLC 0.02% Add +3.0% 24,835 $3.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -9.8% 24,815 $3.0M
Kestra Advisory Services, LLC 0.01% Add +15.1% 24,639 $3.0M
Steward Partners Investment Advisory, LLC 0.01% Add +30.4% 24,038 $2.9M
Algert Global LLC 0.03% Add +142.3% 23,657 $2.9M
LRI Investments, LLC 0.23% Add +0.1% 23,632 $2.9M
Sequoia Financial Advisors, LLC 0.01% Add +1.6% 23,508 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.1% 23,554 $2.8M
PARK CIRCLE Co 2.50% No change 23,300 $2.8M
Ethic Inc. 0.04% Add +53.2% 23,125 $2.8M
Applied Capital LLC 1.87% No change 23,051 $2.8M
Tower Research Capital LLC (TRC) 0.07% Add +133.8% 23,041 $2.8M
Te Ahumairangi Investment Management Ltd 0.45% Reduce -16.4% 22,932 $2.8M
Family Legacy, Inc. 0.74% Reduce -0.9% 22,912 $2.8M
Donaldson Capital Management, LLC 0.08% Add +19.9% 22,810 $2.8M
Bleakley Financial Group, LLC 0.04% Add +16.5% 22,765 $2.8M
Horizon Kinetics Asset Management LLC 0.03% Reduce -0.2% 22,450 $2.7M
Savant Capital, LLC 0.01% Add +94.0% 25,002 $2.7M
Weaver C. Barksdale & Associates, Inc. 2.39% Reduce -0.1% 21,931 $2.7M
PDT Partners, LLC 0.14% Add +885.2% 21,674 $2.6M
Stratos Wealth Partners, LTD. 0.03% Add +0.6% 21,257 $2.6M
Sustainable Insight Capital Management, LLC 1.10% Reduce -36.3% 21,052 $2.6M
Integrated Wealth Concepts LLC 0.02% Reduce -7.0% 20,893 $2.5M
Nordwand Advisors, LLC 0.39% No change 20,800 $2.5M
Highland Capital Management, LLC 0.11% Reduce -0.2% 20,450 $2.5M
State of Wyoming 0.25% Reduce -10.4% 20,385 $2.5M
Sanctuary Advisors, LLC 0.01% Add +11.6% 20,326 $2.5M
Probity Advisors, Inc. 0.35% Reduce -4.2% 20,067 $2.4M
Keybank National Association 0.01% Add +29.6% 19,986 $2.4M
Sei Investments Co. 0.00% Reduce -2.5% 19,737 $2.4M
Ativo Capital Management LLC 1.79% Reduce -0.1% 19,265 $2.3M
Principal Securities, Inc. 0.03% Reduce -18.1% 19,208 $2.3M
Prudential PLC 0.01% Reduce -43.4% 18,567 $2.3M
Viewpoint Investment Partners Corp. 0.78% Add +0.8% 18,647 $2.3M
Rempart Asset Management Inc. 0.46% Reduce -7.1% 18,523 $2.2M
Hudson Portfolio Management LLC 1.67% Reduce -2.6% 18,158 $2.2M
Morningstar Investment Management LLC 0.14% No change 23,553 $2.2M
Commons Capital, LLC 1.53% Add +0.1% 17,990 $2.2M
Frank, Rimerman Advisors LLC 0.12% Add +4.3% 17,650 $2.1M
Foster & Motley Inc. 0.09% Reduce -3.6% 16,839 $2.0M
Qtron Investments LLC 0.27% Add +19.0% 16,745 $2.0M
Plimoth Trust Co. LLC 0.40% Reduce -5.4% 16,512 $2.0M
Farther Finance Advisors, LLC 0.02% Add +44.7% 16,271 $2.0M
LVM Capital Management Ltd. 0.16% No change 16,136 $2.0M
Greenfield Seitz Capital Management, LLC 0.58% Add +1.1% 16,036 $1.9M
Valmark Advisers, Inc. 0.02% Reduce -0.3% 16,012 $1.9M
Redhawk Wealth Advisors, Inc. 0.19% Add +2.9% 15,917 $1.9M
Beacon Pointe Advisors, LLC 0.01% Reduce -1.8% 15,783 $1.9M
Williamson Legacy Group, LLC 0.95% Add +91.5% 15,781 $1.9M
Private Advisor Group, LLC 0.01% Reduce -50.1% 15,729 $1.9M
Syon Capital LLC 0.08% Add +4.0% 15,592 $1.9M
AE Wealth Management LLC 0.01% Add +557.9% 15,172 $1.8M
American Assets Inc. 0.55% No change 15,000 $1.8M
Truist Financial Corp. 0.00% Reduce -2.1% 14,955 $1.8M
TD Private Client Wealth LLC 0.03% Add +1.0% 14,710 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Reduce -4.5% 14,694 $1.8M
Glenmede Trust Co. NA 0.01% Add +10.8% 14,680 $1.8M
Caprock Group, LLC 0.03% Add +2.1% 14,593 $1.8M
Cyndeo Wealth Partners, LLC 0.08% Reduce -2.1% 14,480 $1.8M
Quilter Plc 0.03% Reduce -2.4% 10,175 $1.8M
Hanson & Doremus Investment Management 0.18% Reduce -16.9% 14,425 $1.8M
CENTRAL TRUST Co 0.03% Reduce -5.1% 13,985 $1.7M
EP Wealth Advisors, LLC 0.01% Reduce -10.7% 13,524 $1.6M
Ritholtz Wealth Management 0.02% Add +8.4% 13,519 $1.6M
Daiwa Securities Group Inc. 0.00% Reduce -10.2% 13,200 $1.6M
Kepler Cheuvreux (Suisse) SA 0.09% Reduce -66.8% 9,178 $1.6M
ARS Wealth Advisors Group, LLC 0.12% Reduce -0.8% 13,020 $1.6M
NorthCoast Asset Management LLC 0.03% Reduce -2.7% 12,948 $1.6M
Callan Family Office, LLC 0.03% Add +5.6% 12,756 $1.5M
Ballentine Partners, LLC 0.02% Add +3.2% 12,733 $1.5M
HM Payson & Co. 0.02% No change 12,599 $1.5M
Marshall Wace, LLP 0.00% Reduce -27.4% 12,500 $1.5M
Mount Lucas Management LP 0.54% Add +87.3% 12,438 $1.5M
PCM Encore, LLC 0.26% Add +1.6% 12,015 $1.5M
Cardinal Capital Management, Inc. 0.04% Reduce -23.6% 12,020 $1.5M
Radnor Capital Management, LLC 0.20% No change 11,836 $1.4M
Balanced Rock Investment Advisors LLC 0.89% Reduce -14.5% 11,776 $1.4M
Silverlake Wealth Management LLC 0.26% Add +0.0% 11,400 $1.4M
Commerce Bank 0.01% Reduce -3.2% 11,284 $1.4M
UMB Bank, n.a. 0.02% Add +3.3% 11,257 $1.4M
Brevan Howard Capital Management LP 0.02% Add +188.7% 11,223 $1.4M
Principal Financial Group Inc. 0.00% Add +1.8% 11,200 $1.4M
Dickmeyer Boyce Financial Management, Inc. 0.69% Reduce -1.8% 10,890 $1.3M
Versant Capital Management, Inc 0.12% Add +4.9% 10,887 $1.3M
Chesapeake Capital Corp. 0.71% Add +8.2% 10,883 $1.3M
D.A. Davidson & Co. 0.01% No change 10,877 $1.3M
Bridgewater Advisors Inc. 0.07% Add +1.8% 10,811 $1.3M
Affinity Capital Advisors, LLC 0.16% No change 10,817 $1.3M
Linden Thomas Advisory Services, LLC 0.10% Add +3.9% 10,631 $1.3M
Magnetar Financial LLC 0.01% Reduce -62.1% 10,343 $1.3M
Ti-Trust, Inc. 0.66% No change 10,130 $1.2M
ExodusPoint Capital Management, LP 0.01% New 10,100 $1.2M
Mgo One Seven LLC 0.02% Add +9.8% 10,053 $1.2M
Baskin Financial Services Inc. 0.10% Add +29.5% 10,026 $1.2M
Avalon Trust Co 0.07% No change 10,000 $1.2M
Canoe Financial LP 0.01% Reduce -7.5% 9,944 $1.2M
First Citizens Bank & Trust Co. 0.02% No change 9,916 $1.2M
Fulton Bank, N.A. 0.04% No change 9,585 $1.2M
Kestra Private Wealth Services, LLC 0.01% Reduce -3.6% 9,498 $1.2M
Main Line Retirement Advisors, LLC 0.52% Reduce -23.8% 9,344 $1.1M
NewEdge Advisors, LLC 0.00% Add +1.6% 9,316 $1.1M
J. Safra Sarasin Holding AG 0.02% Add +126.7% 10,375 $1.1M
SummitTX Capital, L.P. 0.03% New 9,075 $1.1M
XTX Topco Ltd 0.01% Reduce -63.7% 8,868 $1.1M
Essex Financial Services, Inc. 0.05% Add +7.4% 8,865 $1.1M
CRA Financial Services, LLC 0.12% Reduce -2.8% 8,819 $1.1M
DRW Securities, LLC 0.06% New 8,800 $1.1M
Penobscot Investment Management Company, Inc. 0.07% No change 8,784 $1.1M
Evergreen Capital Management LLC 0.02% Reduce -2.9% 8,746 $1.1M
QRG Capital Management, Inc. 0.01% Add +8.2% 8,727 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +0.9% 8,716 $1.1M
Rhumbline Advisers 0.00% Add +5.1% 8,673 $1.1M
FNY Investment Advisers, LLC 0.38% Reduce -2.3% 8,600 $1.0M
United Community Bank 0.32% Reduce -0.2% 8,455 $1.0M
Rockland Trust Co. 0.04% No change 8,417 $1.0M
Themes Management Co LLC 0.66% Reduce -19.4% 8,191 $995K
Candriam S.C.A. 0.00% Add +4.6% 8,147 $989K
Concurrent Investment Advisors, LLC 0.01% Add +17.8% 8,107 $984K
Burney Co./ 0.03% No change 8,070 $980K
NLB Skladi, upravljanje premozenja, d.o.o. 0.04% No change 8,000 $972K
Vident Advisory, LLC 0.01% Reduce -0.0% 7,962 $967K
Arax Advisory Partners 0.01% Add +386.6% 7,926 $962K
PDS Planning, Inc 0.06% Add +0.6% 7,876 $956K
Brookstone Capital Management 0.01% New 7,854 $954K
Wolff Financial Management LLC 0.19% No change 7,771 $944K
Quantbot Technologies LP 0.04% New 7,749 $941K
Pathway Financial Advisers, LLC 0.24% Add +0.5% 7,748 $941K
Allianz SE 0.01% Reduce -23.5% 7,650 $930K
Crestwood Advisors Group, LLC 0.01% Add +27.5% 7,624 $926K
Westwood Holdings Group Inc. 0.01% Reduce -9.8% 7,590 $923K
LGT Group Foundation 0.01% No change 7,580 $921K
Brown Advisory Inc. 0.00% Reduce -4.5% 7,576 $920K
Sivia Capital Partners, LLC 0.11% No change 7,574 $920K
CenterBook Partners LP 0.04% Reduce -76.6% 7,510 $912K
Main Street Financial Solutions, LLC 0.06% Reduce -2.4% 7,415 $900K
SkyOak Wealth, LLC 0.15% No change 7,398 $898K
Carnegie Lake Advisors LLC 0.33% No change 7,299 $886K
Sagespring Wealth Partners, LLC 0.01% Reduce -2.5% 7,292 $885K
Checchi Capital Advisers, LLC 0.06% Reduce -0.3% 7,173 $871K
Waterloo Capital, L.P. 0.05% New 7,045 $856K
IFG Advisory, LLC 0.03% New 7,045 $855K
Old Port Advisors 0.17% Reduce -0.1% 7,030 $854K
Gateway Wealth Partners, LLC 0.05% Reduce -28.3% 7,006 $851K
Wesbanco Bank Inc. 0.02% Add +1.4% 6,942 $843K
Apollon Wealth Management, LLC 0.01% Reduce -3.4% 6,926 $841K
Wellington-Altus USA Inc. 0.58% Add +3.6% 8,449 $813K
Parallel Advisors, LLC 0.01% Add +4.7% 6,679 $811K
Allworth Financial LP 0.00% Add +46.2% 6,668 $810K
Mystic Asset Management, Inc. 0.17% Reduce -1.5% 6,661 $809K
Emergent Wealth Advisors, LLC 0.42% Add +61.4% 4,057 $809K
Net Worth Advisory Group 0.20% Add +1.5% 6,640 $806K
SHP Wealth Management 0.06% No change 6,609 $803K
Merit Financial Group, LLC 0.00% Add +6.3% 6,554 $796K
Greenfield Savings Bank 0.30% No change 6,440 $782K
Ranch Capital Advisors Inc. 0.25% Add +0.0% 6,416 $779K
Edmond DE Rothschild Holding S.A. 0.01% New 6,408 $776K
Keynote Financial Services LLC 0.36% No change 6,312 $766K
Fidelis Capital Partners, LLC 0.04% New 6,224 $756K
Natural Investments, LLC 0.17% Reduce -0.4% 6,220 $755K
Kohmann Bosshard Financial Services, LLC 0.06% No change 6,140 $746K
Oppenheimer & Co. Inc. 0.01% Reduce -2.0% 6,065 $736K
HB Wealth Management, LLC 0.00% Add +9.6% 6,042 $734K
Cabot Wealth Management Inc. 0.07% No change 6,032 $732K
Two Sigma Securities, LLC 0.06% New 6,032 $732K
Pure Financial Advisors, LLC 0.01% Add +5.2% 5,962 $724K
Davis R M Inc. 0.01% No change 5,949 $722K
Edgestream Partners, L.P. 0.02% Add +94.0% 5,918 $719K
Aprio Wealth Management, LLC 0.04% Add +9.2% 5,912 $718K
Kathmere Capital Management, LLC 0.04% Add +42.5% 5,895 $716K
Avanza Fonder AB 0.02% New 4,117 $710K
Chicago Partners Investment Group LLC 0.01% Add +3.6% 5,942 $708K
Clearstead Advisors, LLC 0.01% Add +78.6% 5,811 $706K
Adell Harriman & Carpenter Inc. 0.04% Reduce -2.4% 5,805 $705K
United Capital Financial Advisors, LLC 0.00% Add +13.1% 5,680 $690K
J.W. Cole Advisors, Inc. 0.01% New 5,643 $685K
Marble Harbor Investment Counsel, LLC 0.07% Add +0.6% 5,617 $682K
One Capital Management, LLC 0.02% No change 7,269 $677K
SlateStone Wealth, LLC 0.05% No change 5,544 $673K
Financial & Tax Architects, LLC 0.14% Reduce -17.1% 5,535 $672K
Ascent Group, LLC 0.02% Add +3.8% 5,533 $672K
Cary Street Partners Financial LLC 0.01% Add +1.5% 5,490 $667K
Bennett Selby Investments LP 0.21% No change 5,474 $665K
World Investment Advisors 0.01% Reduce -13.9% 6,619 $664K
MAI Capital Management 0.00% Add +64.9% 5,456 $663K
Legacy Financial Advisors, Inc. 0.08% Reduce -3.1% 5,338 $648K
Wealth Management Associates, Inc. 0.18% Add +0.3% 5,279 $641K
Blair William & Co. 0.00% Reduce -49.2% 5,259 $639K
Twin Tree Management, LP 0.10% Reduce -82.9% 5,220 $634K
M. Kulyk & Associates, LLC 0.10% Reduce -33.8% 5,212 $633K
WASHINGTON TRUST Co 0.02% No change 5,170 $628K
Westover Capital Advisors, LLC 0.10% Add +58.1% 5,140 $624K
Income Insurance Ltd 0.37% No change 5,135 $624K
Global Retirement Partners, LLC 0.01% — 5,088 $618K
Wright Investors Service Inc. 0.17% Reduce -6.0% 5,060 $614K
Next Level Private LLC 0.12% No change 5,023 $610K
Manske Wealth Management 0.15% Reduce -1.6% 5,021 $610K
Baird Financial Group, Inc. 0.00% Reduce -13.6% 4,965 $603K
Point72 Asset Management 0.00% Reduce -92.6% 4,992 $602K
Assetmark, Inc. 0.00% Add +153.0% 4,946 $601K
Larry Mathis Financial Planning, LLC 0.46% New 4,941 $600K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 4,926 $598K
Boston Trust Walden Corp 0.00% Reduce -9.3% 4,900 $595K
Bar Harbor Wealth Management 0.03% No change 4,890 $594K
Hemenway Trust Co LLC 0.04% Reduce -2.2% 4,875 $592K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% No change 4,853 $589K
MQS Management LLC 0.72% Reduce -7.5% 4,851 $589K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.3% 4,797 $582K
DAVENPORT & Co LLC 0.00% Reduce -20.4% 4,769 $579K
Empirical Asset Management, LLC 0.13% Add +28.0% 4,747 $576K
Prospera Financial Services Inc 0.01% Add +9.1% 4,744 $576K
CIBC Bancorp USA Inc. 0.00% Add +13.5% 3,764 $576K
Verdence Capital Advisors LLC 0.03% Add +0.4% 4,741 $576K
Swiss Re Ltd. 0.05% Add +777.9% 4,732 $575K
Wasatch Advisors LP 0.00% Add +4.5% 4,720 $573K
Tower Bridge Advisors 0.05% Reduce -7.2% 4,699 $571K
Fiduciary Group, LLC 0.04% Add +0.4% 4,663 $566K
Oslo Pensjonsforsikring AS 0.06% Reduce -9.8% 4,600 $559K
Powers Advisory Group, LLC 0.17% No change 4,538 $551K
Focus Partners Advisor Solutions, LLC 0.00% Add +8.4% 4,524 $549K
Wealthspire Advisors, LLC 0.00% Add +24.3% 4,522 $549K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -6.5% 4,505 $547K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.7% 4,500 $546K
Citizens Financial Group Inc. 0.01% Add +1.3% 4,455 $541K
Sky Investment Group LLC 0.09% Reduce -3.2% 4,446 $540K
Diversify Advisory Services, LLC 0.01% Add +114.5% 4,380 $524K
Diversify Wealth Management, LLC 0.01% Reduce -4.5% 4,380 $524K
Rehmann Capital Advisory Group 0.02% Reduce -3.0% 4,313 $524K
Parsons Capital Management Inc. 0.02% Reduce -2.1% 4,278 $519K
Maverick Capital 0.00% Add +13.1% 4,262 $518K
Cordatus Wealth Management LLC 0.11% Add +8.7% 4,241 $515K
Aspiriant, LLC 0.01% Add +77.5% 4,240 $515K
Grey Ledge Advisors, LLC 0.10% Reduce -11.4% 4,239 $515K
Sowell Financial Services LLC 0.02% Reduce -16.0% 4,189 $509K
Warner Group LLC 0.12% New 4,144 $503K
Columbia Asset Management 0.09% No change 4,135 $502K
Waverly Advisors, LLC 0.00% Reduce -5.5% 4,134 $502K
Virtus Advisers, LLC 0.20% No change 2,907 $501K
West Family Investments, Inc. 0.15% Add +3.6% 4,128 $501K
Simplicity Wealth,LLC 0.02% Add +28.0% 4,124 $501K
Alhambra Investment Management LLC 0.22% Reduce -3.5% 4,101 $498K
Cromwell Holdings LLC 0.22% No change 4,091 $497K
Five Oceans Advisors 0.16% No change 4,091 $497K
Riversedge Advisors, LLC 0.07% Add +12.9% 4,066 $494K
Independence Financial Advisors, LLC 0.13% No change 4,046 $491K
Pinnacle Financial Partners, Inc. 0.00% Reduce -1.2% 4,025 $489K
Coastline Trust Co 0.04% No change 4,000 $486K
Carter Financial Group, INC. 0.25% Add +5.8% 3,993 $485K
Blue Trust, Inc. 0.01% Reduce -24.4% 3,971 $482K
GMT Capital Corp 0.03% No change 3,960 $481K
Cypress Capital Group 0.04% Reduce -12.6% 3,946 $479K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -4.8% 3,924 $476K
Independent Advisor Alliance 0.01% Reduce -14.7% 3,888 $472K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -23.3% 3,877 $471K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 3,823 $464K
Summit Global Investments 0.03% New 3,814 $463K
Bath Savings Trust Co 0.05% No change 3,810 $463K
Boston Common Asset Management, LLC 0.03% Reduce -2.0% 3,800 $461K
Wilmington Savings Fund Society, FSB 0.01% No change 3,762 $457K
Coldstream Capital Management Inc. 0.01% Reduce -13.6% 3,757 $456K
Covenant Asset Management, LLC 0.08% Reduce -27.7% 3,717 $451K
Benjamin Edwards Inc. 0.00% New 3,650 $443K
Legacy Capital Group California, Inc. 0.13% Add +2.0% 3,638 $442K
MFA Wealth Services 0.26% Reduce -8.0% 3,628 $441K
CVA Family Office, LLC 0.04% No change 3,617 $439K
Old North State Wealth Management, LLC 0.19% Add +0.6% 3,593 $436K
Flatrock Wealth Partners LLC 0.17% Add +0.5% 3,585 $435K
Brown Brothers Harriman & Co. 0.00% No change 3,571 $434K
Adirondack Trust Co. 0.13% No change 3,562 $433K
Brucke Financial, Inc. 0.19% Reduce -4.0% 3,555 $432K
Caitong International Asset Management Co., Ltd 0.06% Add +945.0% 3,553 $431K
Mosaic Advisors LLC 0.58% New 3,550 $431K
Connecticut Wealth Management, LLC 0.02% Reduce -2.9% 3,539 $430K
Hexagon Capital Partners LLC 0.06% Reduce -1.6% 3,514 $427K
Sound View Wealth Advisors Group, LLC 0.03% No change 3,513 $427K
180 Wealth Advisors, LLC 0.04% Reduce -7.8% 3,509 $426K
Guggenheim Capital LLC 0.00% Add +17.5% 3,478 $422K
Greenspring Advisors, LLC 0.02% New 3,463 $421K
Atria Investments, Inc 0.00% Reduce -56.2% 3,458 $420K
Csenge Advisory Group 0.02% Reduce -16.3% 3,443 $418K
JFS Wealth Advisors, LLC 0.02% Add +0.4% 3,417 $415K
Arkadios Wealth Advisors 0.01% Reduce -15.6% 3,407 $414K
GAM Holding AG 0.03% Reduce -33.3% 3,400 $413K
Kelleher Financial Advisors 0.06% Add +17.8% 3,398 $413K
Transamerica Financial Advisors, LLC 0.03% Reduce -15.1% 3,370 $409K
Leavell Investment Management, Inc. 0.01% No change 3,350 $407K
Savvy Advisors, Inc. 0.01% Add +10.8% 3,348 $407K
OneAscent Family Office, LLC 0.21% Add +22.6% 3,347 $406K
Berger Financial Group, Inc 0.02% Add +0.8% 3,341 $406K
Burns J W & Co. Inc. 0.04% Reduce -6.6% 3,331 $405K
Ferguson Wellman Capital Management, Inc. 0.00% No change 3,319 $403K
Wealth Effects LLC 0.11% No change 3,258 $396K
Venturi Wealth Management, LLC 0.02% Add +5.3% 3,256 $395K
Capital Investment Advisors, LLC 0.01% Add +23.6% 3,252 $395K
Shelton Capital Management 0.01% Reduce -0.3% 3,235 $393K
Veratis Advisors, Inc. 0.28% — 3,200 $389K
55 North Private Wealth, LLC 0.08% Add +28.6% 3,182 $386K
Western Wealth Management, LLC 0.01% No change 3,156 $383K
Harbor Group, Inc. 0.04% No change 3,152 $383K
Smithbridge Asset Management Inc. 0.05% No change 3,148 $382K
Williams Financial, LLC 0.20% No change 3,146 $382K
Spartan Wealth Advisory Services LLC 0.03% Reduce -25.6% 3,145 $382K
Capstone Investment Advisors, LLC 0.00% Reduce -54.8% 3,141 $381K
Means Investment Co., Inc. 0.03% Reduce -5.0% 3,114 $378K
Dynamic Technology Lab Private Ltd 0.08% Reduce -42.9% 3,110 $378K
Brighton Jones LLC 0.01% Add +38.4% 3,094 $376K
Stonebrook Private Inc. 0.07% Add +30.1% 3,092 $375K
Yousif Capital Management, LLC 0.00% Reduce -77.9% 3,085 $375K
Atlas Capital Advisors Inc. 0.04% Add +27.9% 3,071 $373K
Cresset Asset Management, LLC 0.00% Add +20.0% 3,057 $371K
Payne Capital LLC 0.31% No change 3,050 $370K
HBK Sorce Advisory LLC 0.01% No change 3,037 $368K
Advisory Services Network, LLC 0.00% Reduce -5.6% 3,030 $368K
Caption Management, LLC 0.01% New 3,000 $364K
Bank of New Hampshire 0.08% No change 2,996 $364K
Successful Portfolios LLC 0.17% No change 3,014 $363K
Wealthcare Advisory Partners LLC 0.01% Reduce -4.9% 2,967 $360K
Apella Capital, LLC 0.01% Add +2.7% 2,964 $360K
Beacon Investment Advisory Services, Inc. 0.01% No change 2,963 $360K
Fiduciary Financial Group, LLC 0.04% Reduce -4.8% 2,944 $357K
Florida Trust Wealth Management Co 0.01% Reduce -4.6% 2,919 $354K
Marex Group Ltd 0.00% New 2,919 $354K
Johnson Investment Counsel Inc. 0.00% Reduce -1.7% 2,909 $353K
Calton & Associates, Inc. 0.05% Reduce -6.3% 2,905 $353K
Pinnacle Bancorp, Inc. 0.09% No change 2,890 $351K
Peapack Gladstone Financial Corp. 0.00% Reduce -11.5% 2,867 $348K
Pines Wealth Management, LLC 0.10% Reduce -23.9% 2,860 $347K
Saturna Capital Corp. 0.00% No change 2,850 $346K
Birch Financial Group, LLC 0.18% No change 2,831 $344K
Eastern Bank 0.01% Add +75.0% 2,801 $340K
Braun-Bostich & Associates Inc. 0.19% Reduce -8.4% 2,791 $339K
RiverFront Investment Group, LLC 0.00% New 2,789 $339K
Old National Bancorp 0.01% New 2,750 $334K
Firestone Capital Management 0.06% No change 2,740 $333K
Canopy Partners, LLC 0.10% No change 2,732 $332K
Rwa Wealth Partners, LLC 0.00% No change 2,729 $331K
Shulman DeMeo Asset Management LLC 0.06% No change 2,707 $329K
Summit Securities Group LLC 0.06% No change 2,700 $328K
Modern Wealth Management, LLC 0.00% New 2,689 $327K
Puff Wealth Management, LLC 0.33% — 2,680 $325K
NorthRock Partners, LLC 0.00% New 2,671 $324K
Arrow Financial Corp 0.03% No change 2,668 $324K
Geneos Wealth Management Inc. 0.01% Reduce -8.2% 2,667 $324K
Venture Visionary Partners LLC 0.01% No change 2,647 $321K
Premier Path Wealth Partners, LLC 0.04% No change 2,641 $321K
Seeds Investor LLC 0.03% Add +3.0% 2,636 $320K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.9% 2,622 $318K
Jacobi Capital Management LLC 0.02% Reduce -8.0% 2,604 $316K
Silver Oak Securities, Incorporated 0.02% Add +1.6% 2,602 $316K
YHB Investment Advisors, Inc. 0.02% Add +4.0% 2,578 $313K
Kingsview Wealth Management, LLC 0.00% Reduce -24.0% 2,576 $313K
Arq Wealth Advisors, LLC 0.04% Reduce -18.9% 2,578 $313K
Accurate Wealth Management, LLC 0.03% Add +0.2% 2,582 $311K
Choate Investment Advisors 0.01% No change 2,558 $311K
HUB Investment Partners, LLC 0.01% Add +4.0% 2,551 $310K
Claro Advisors Inc. 0.03% Reduce -91.3% 2,531 $307K
Prosperity Consulting Group, LLC 0.01% New 2,529 $307K
Whalerock Point Partners, LLC 0.05% No change 2,525 $307K
Inspirion Wealth Advisors, LLC 0.04% No change 2,500 $306K
Spire Wealth Management 0.01% Add +9.4% 2,511 $305K
Omnia Family Wealth, LLC 0.08% No change 2,504 $304K
Summit Wealth & Retirement Planning, Inc. 0.06% No change 2,465 $299K
Aft, Forsyth & Company, Inc. 0.14% No change 2,450 $298K
KCM Investment Advisors LLC 0.01% No change 2,424 $294K
Stock Yards Bank & Trust Co. 0.01% No change 2,414 $293K
Massachusetts Wealth Management 0.11% No change 2,410 $293K
Hill Investment Group Partners, LLC 0.03% No change 2,398 $291K
Clearstead Trust, LLC 0.04% Reduce -0.2% 2,396 $291K
Wescott Financial Advisory Group, LLC 0.02% No change 2,364 $287K
Innova Wealth Partners 0.12% No change 2,356 $286K
Family Capital Management, Inc. 0.11% New 2,356 $286K
Jeppson Wealth Management, LLC 0.08% Reduce -1.1% 2,349 $285K
Summit Financial, LLC 0.00% Add +1.5% 2,346 $285K
Sax Wealth Advisors, LLC 0.01% No change 3,048 $284K
Key Financial Inc 0.05% No change 2,341 $284K
PFG Investments, LLC 0.01% Reduce -1.6% 2,333 $283K
Kiley Juergens Wealth Management, LLC 0.04% No change 2,325 $282K
Mattern Capital Management, LLC 0.03% No change 2,308 $280K
Centaurus Financial, Inc. 0.01% Add +1.6% 2,310 $280K
Brown Shipley& Co Ltd 0.14% No change 2,300 $280K
Pinnacle Wealth Management Advisory Group, LLC 0.02% No change 2,300 $279K
Argos Wealth Advisors, LLC 0.07% No change 2,282 $277K
Abacus Wealth Partners, LLC 0.03% Reduce -47.7% 2,282 $277K
CogentBlue Wealth Advisors, LLC 0.16% Add +4.4% 2,281 $277K
Cape Ann Savings Bank 0.13% No change 2,254 $274K
Advisor OS, LLC 0.02% Add +0.2% 2,245 $273K
Turn8 Private Wealth Inc. 0.18% Reduce -45.6% 2,237 $271K
Sepio Capital, LP 0.01% Reduce -5.4% 2,222 $270K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.9% 2,217 $269K
Zevin Asset Management LLC 0.04% No change 2,204 $268K
Smartleaf Asset Management LLC 0.01% No change 2,220 $267K
MJP Associates Inc. 0.03% Add +0.2% 2,197 $267K
Massar Capital Management, LP 0.09% Reduce -51.5% 2,161 $262K
Empower Advisory Group, LLC 0.00% No change 2,155 $262K
Sensenig Capital Advisors, Inc 0.24% Reduce -5.7% 2,153 $261K
Flagship Harbor Advisors, LLC 0.01% New 2,148 $261K
CX Institutional 0.01% Reduce -4.5% 2,138 $260K
Valeo Financial Advisors, LLC 0.01% New 2,127 $258K
Pallas Capital Advisors LLC 0.01% New 2,113 $257K
Costello Asset Management, INC 0.08% Add +40.0% 2,100 $255K
Aviance Capital Partners, LLC 0.03% New 2,088 $254K
Mawer Investment Management Ltd. 0.00% New 2,081 $253K
Foundations Investment Advisors, LLC 0.00% Reduce -14.3% 2,077 $252K
AlphaCentric Advisors LLC 0.21% Add +96.8% 2,062 $250K
Drive Wealth Management, LLC 0.04% New 2,053 $249K
Wedbush Securities Inc. 0.01% New 2,043 $248K
Hilltop National Bank 0.05% Reduce -14.1% 2,027 $246K
Xxi Wealth, LLC 0.11% New 2,002 $243K
Beck Mack & Oliver LLC 0.00% New 2,000 $243K
Kovack Advisors, Inc. 0.01% New 1,974 $240K
Evolve Private Wealth, LLC 0.01% Reduce -44.2% 1,972 $239K
Foster Group, Inc. 0.01% New 1,969 $239K
Lido Advisors, LLC 0.00% Reduce -13.1% 1,958 $238K
Westco Advisory Services Inc. 0.14% New 1,952 $237K
National Philanthropic Trust 0.00% New 1,946 $236K
Breakwater Capital Group 0.03% New 1,943 $236K
Larson Financial Group LLC 0.01% Add +34.7% 1,934 $235K
Mayflower Financial Advisors, LLC 0.02% New 1,933 $235K
Precedent Wealth Partners, LLC 0.04% New 1,932 $235K
Ellis Investment Partners, LLC 0.04% New 1,916 $233K
Procyon Advisors, LLC 0.01% New 1,913 $232K
Waddell & Associates, LLC 0.01% New 1,908 $232K
Moneta Group Investment Advisors LLC 0.00% New 1,904 $231K
Tocqueville Asset Management L.P. 0.00% New 1,900 $231K
Kavar Capital Partners Group, LLC 0.03% New 1,899 $231K
Forbes J M & Co. LLP 0.02% New 1,899 $231K
Meadowbrook Advisors Group, LLC 0.12% New 1,890 $230K
Continuum Wealth Advisors, LLC 0.08% New 1,884 $229K
Sargent Investment Group, LLC 0.03% New 1,878 $228K
Burns Matteson Capital Management, LLC 0.07% New 1,878 $228K
AlphaCore Capital LLC 0.00% New 1,870 $227K
Harbour Investments, Inc. 0.00% Reduce -3.1% 1,864 $226K
Lanark Financial, Inc. 0.02% Add +0.1% 1,851 $225K
Avidian Wealth Enterprises, LLC 0.01% New 1,816 $220K
Wealthcare Capital Partners, LLC 0.09% New 1,810 $220K
Retirement Planning Co of New England, Inc. 0.08% New 1,802 $219K
Notis-McConarty Edward 0.09% New 1,800 $219K
Sunpointe, LLC 0.06% New 1,800 $219K
Composition Wealth, LLC 0.00% New 1,787 $217K
Jackson Thornton Wealth Management, LLC 0.02% New 1,775 $216K
Rossmore Private Capital 0.02% New 1,765 $214K
Keel Point, LLC 0.01% New 1,761 $214K
Hardin Capital Partners, LLC 0.10% New 1,762 $214K
Howe & Rusling Inc. 0.01% New 1,745 $212K
Triad Wealth Partners, LLC 0.01% New 1,747 $212K
Beacon Investment Advisors LLC 0.07% New 1,734 $211K
Stephens Inc. 0.00% New 1,714 $208K
Flputnam Investment Management Co. 0.00% New 1,703 $207K
Gladstone Institutional Advisory LLC 0.01% New 1,682 $204K
Bluesphere Advisors LLC 0.06% New 1,680 $204K
Excalibur Management Corp. 0.07% New 1,668 $203K
Sava Infond d.o.o. 0.01% New 1,670 $202K
Bangor Savings Bank 0.01% Add +2.9% 1,654 $201K
Capital Analysts, LLC 0.00% No change 1,622 $197K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,600 $194K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.1% 1,577 $191K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +39.2% 1,512 $183K
Rosenberg Matthew Hamilton 0.03% No change 1,489 $181K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -34.9% 1,481 $180K
Huntington National Bank 0.00% Add +9.8% 1,463 $178K
Pinnacle Wealth Planning Services, Inc. 0.02% No change 1,426 $173K
Medallion Wealth Advisors, LLC 0.05% Reduce -35.2% 1,423 $173K
Fifth Third Bancorp 0.00% Add +20.9% 1,414 $172K
Asset Planning,Inc 0.11% No change 1,351 $164K
EverSource Wealth Advisors, LLC 0.01% Reduce -35.3% 1,310 $159K
Silver Grove Financial Group, Inc. 0.08% Add +102.6% 1,230 $149K
Tompkins Financial Corp. 0.01% No change 1,200 $146K
Sterling Capital Management LLC 0.00% No change 1,190 $145K
Private Trust Co. NA 0.01% Reduce -13.3% 1,164 $141K
SouthState Bank Corp 0.01% New 1,135 $138K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,118 $136K
Manchester Capital Management LLC 0.02% Reduce -6.0% 1,115 $135K
LOM Asset Management Ltd 0.03% Reduce -63.6% 1,107 $134K
Atlantic Union Bankshares Corp 0.00% Reduce -4.5% 1,050 $128K
Crews Bank & Trust 0.02% No change 1,020 $124K
EFG International AG 0.00% No change 1,005 $122K
Sittner & Nelson, LLC 0.04% No change 1,000 $121K
Trust Co 0.01% Reduce -13.8% 1,000 $121K
Ni Acquisitions Company, LLC 0.05% — 990 $120K
Union Bancaire Privee, UBP SA 0.00% No change 1,133 $119K
Triumph Capital Management 0.02% Add +1.1% 969 $118K
IFP Advisors, Inc 0.00% Reduce -1.6% 954 $116K
Foster Dykema Cabot & Partners, LLC 0.01% No change 934 $113K
Richardson Financial Services Inc. 0.06% Reduce -13.4% 927 $113K
First Bancorp, Inc 0.04% New 882 $107K
Colonial Trust Co / SC 0.01% Add +0.5% 867 $105K
Cary Street Partners Investment Advisory LLC 0.02% Add +24.0% 863 $105K
Byrne Asset Management LLC 0.06% No change 859 $104K
American Capital Advisory, LLC 0.04% No change 801 $97K
Citizens National Bank Trust Department 0.01% No change 800 $97K
Rossby Financial, LCC 0.02% Add +182.6% 749 $91K
Groupe la Francaise 0.00% Add +172.5% 714 $87K
Bullock Wealth Management Group 0.04% No change 700 $86K
CNB Bank 0.03% Reduce -0.1% 690 $84K
Walleye Capital LLC 0.00% Reduce -95.0% 687 $83K
Intesa Sanpaolo Wealth Management 0.02% New 675 $82K
Brentview Investment Management LLC 0.03% No change 671 $81K
Bruce G. Allen Investments, LLC 0.05% Reduce -4.9% 662 $80K
Gilpin Wealth Management, LLC 0.05% Reduce -7.1% 650 $79K
Corient IA LP 0.07% Reduce -64.3% 640 $78K
SBI Securities Co., Ltd. 0.00% Reduce -17.7% 629 $76K
Godfrey Financial Associates, Inc. 0.06% No change 624 $76K
Cape Investment Advisory, Inc. 0.02% New 619 $75K
NBH Bank 0.03% — 605 $73K
Murphy & Mullick Capital Management Corp 0.05% No change 601 $73K
Hickory Point Bank & Trust 0.04% No change 600 $73K
Mb, Levis & Associates, LLC 0.03% No change 600 $73K
Entrust Financial LLC 0.05% No change 584 $71K
Ascentis Wealth Management, LLC 0.01% No change 568 $69K
True Wealth Design, LLC 0.02% No change 549 $67K
Measured Wealth Private Client Group, LLC 0.02% No change 547 $66K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 541 $66K
McMillan Office, Inc. 0.01% No change 531 $64K
Colonial Trust Advisors 0.00% Reduce -9.0% 515 $63K
Caldwell Trust Co 0.01% Reduce -5.5% 515 $63K
Basecamp Wealth Advisors LLC 0.01% No change 514 $62K
First Financial Corp. 0.02% No change 500 $61K
Blue Bell Private Wealth Management, LLC 0.01% No change 500 $61K
Toth Financial Advisory Corp. 0.01% No change 500 $61K
First Horizon Corp. 0.00% New 500 $61K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 500 $61K
Investors Research Corp 0.01% Reduce -91.8% 498 $60K
Logan Capital Management Inc. 0.00% — 496 $60K
NFSG Corp 0.01% Add +115.2% 495 $60K
St Germain D J Co. Inc. 0.00% No change 486 $59K
Bayforest Capital Ltd 0.05% Reduce -10.7% 469 $57K
Millstone Evans Group, LLC 0.03% No change 450 $55K
Cornerstone Planning Group LLC 0.01% Reduce -4.7% 443 $54K
Brown, Lisle/Cummings, Inc. 0.01% Add +4.2% 424 $51K
Park Place Capital Corp 0.01% No change 419 $51K
Sachetta, LLC 0.02% Reduce -18.5% 415 $50K
Mather Group, Llc. 0.00% Add +3.3% 412 $50K
First PREMIER Bank 0.01% No change 400 $49K
Addison Advisors LLC 0.02% Reduce -91.3% 400 $49K
Smithfield Trust Co 0.00% No change 376 $46K
Continuum Advisory, LLC 0.00% New 350 $43K
Harvest Fund Management Co., Ltd 0.00% No change 317 $38K
Nisa Investment Advisors, LLC 0.00% Add +58.9% 305 $37K
Bayban 0.03% No change 300 $36K
Maseco LLP 0.00% Add +17.6% 288 $35K
NBT Bank, N.A. 0.00% No change 284 $34K
CoreCap Advisors, LLC 0.00% No change 280 $34K
CBIZ Investment Advisory Services, LLC 0.00% No change 360 $34K
Axxion S.A. 0.00% — 270 $33K
SJS Investment Consulting Inc. 0.00% No change 269 $33K
Boyd Watterson Asset Management LLC 0.01% No change 264 $32K
Piscataqua Savings Bank 0.02% No change 263 $32K
Harbor Investment Advisory, LLC 0.00% No change 262 $32K
Financial Management Professionals, Inc. 0.00% Add +1.2% 261 $32K
Caldwell Sutter Capital, Inc. 0.01% Reduce -20.1% 259 $31K
Strategic Wealth Partners, Ltd. 0.00% No change 259 $31K
Tobam 0.01% No change 177 $31K
Valley National Advisers Inc. 0.00% Reduce -10.1% 250 $30K
Community Bank, N.A. 0.00% Reduce -50.0% 250 $30K
Bell Investment Advisors, Inc 0.00% No change 245 $30K
Prestige Wealth Management Group LLC 0.01% No change 244 $30K
Physician Wealth Advisors, Inc. 0.00% Add +4.8% 238 $29K
Financial Perspectives, Inc 0.01% No change 238 $29K
Westside Investment Management, Inc. 0.00% No change 235 $29K
Ramirez Asset Management, Inc. 0.00% No change 235 $29K
Wealth Enhancement Trust Services, Inc. 0.00% No change 225 $27K
Parkside Financial Bank & Trust 0.00% Reduce -7.2% 220 $27K
Cornerstone Financial Management LLC 0.02% Add +77.2% 218 $26K
MTM Investment Management, LLC 0.01% No change 218 $26K
Penserra Capital Management LLC 0.00% Add +3.4% 214 $25K
Ancora Advisors LLC 0.00% Reduce -55.3% 200 $24K
BOK Financial Private Wealth, Inc. 0.00% New 185 $22K
Synergy Investment Management, LLC 0.01% No change 182 $22K
Quaker Wealth Management, LLC 0.01% No change 182 $22K
Hartford Financial Management Inc. 0.00% No change 176 $21K
DiNuzzo Private Wealth, Inc. 0.00% No change 175 $21K
Coston, McIsaac & Partners 0.00% No change 178 $21K
Highline Wealth Partners LLC 0.00% No change 170 $21K
Kilter Group LLC 0.01% Add +250.0% 168 $20K
Highland Investment Advisors LLC 0.01% — 165 $20K
Dynamic Wealth Strategies, LLC 0.01% Add +29.8% 157 $19K
City State Bank 0.00% No change 153 $19K
Fourth Dimension Wealth, LLC 0.01% No change 150 $18K
Birchwood Financial Partners, Inc. 0.01% No change 144 $17K
Hilton Head Capital Partners, LLC 0.01% Reduce -7.8% 141 $17K
Essential Partners LLC 0.01% No change 135 $16K
Signature Equity Partners, LLC 0.01% Reduce -15.3% 133 $16K
SOA Wealth Advisors, LLC. 0.00% New 15,901 $16K
Delos Wealth Advisors, LLC 0.01% New 115 $14K
Elevation Wealth Partners, LLC 0.00% New 114 $14K
Raffa Wealth Management, LLC 0.00% Add +32.0% 103 $13K
Financial Consulate, Inc. 0.00% Add +24.4% 102 $12K
Bogart Wealth, LLC 0.00% No change 100 $12K
MV Capital Management, Inc. 0.00% Reduce -5.9% 96 $12K
Aventura Private Wealth, LLC 0.00% Add +70.0% 85 $10K
JPL Wealth Management, LLC 0.00% No change 82 $10K
Fortis Group Advisors, LLC 0.00% No change 82 $10K
Park Square Financial Group, LLC 0.08% Reduce -27.4% 77 $9K
Wolff Wiese Magana LLC 0.00% No change 75 $9K
Marshall Investment Management, LLC 0.00% Add +89.5% 72 $9K
Zions Bancorporation, National Association 0.00% No change 70 $9K
North Star Investment Management Corp. 0.00% No change 70 $9K
Westend Capital Management, LLC 0.00% New 60 $7K
Crewe Advisors LLC 0.00% No change 59 $7K
Holos Integrated Wealth LLC 0.00% No change 53 $6K
Advocate Investing Services LLC 0.00% No change 52 $6K
Community Financial Services Group, LLC 0.00% No change 50 $6K
Golden State Wealth Management, LLC 0.00% No change 50 $6K
FWL Investment Management, LLC 0.00% New 49 $6K
Princeton Global Asset Management LLC 0.00% No change 47 $6K
Vanguard National Trust Co 0.00% No change 47 $6K
Fiduciary Financial Advisors 0.00% New 46 $5K
Creative Capital Management Investments LLC 0.00% New 41 $5K
West Paces Advisors Inc. 0.00% New 40 $5K
Ravenstone Capital Management Inc. 0.00% No change 40 $5K
RMG Wealth Management LLC 0.00% New 39 $5K
Acumen Wealth Advisors, LLC 0.00% No change 36 $4K
Vision Retirement, LLC 0.00% No change 35 $4K
Elequin Capital, LP 0.00% Add +3400.0% 35 $4K
Tradewinds Capital Management, LLC 0.00% No change 33 $4K
Steigerwald, Gordon & Koch Inc. 0.00% No change 30 $4K
Financial Network Wealth Advisors LLC 0.00% Add +70.6% 29 $4K
Stone House Investment Management, LLC 0.00% Add +21.7% 28 $3K
TD Capital Management LLC 0.00% No change 27 $3K
N.E.W. Advisory Services LLC 0.00% New 24 $3K
First Command Advisory Services, Inc. 0.00% Add +91.7% 23 $3K
Copia Wealth Management 0.00% New 19 $2K
Cullen/Frost Bankers, Inc. 0.00% No change 16 $2K
Creative Financial Designs Inc. 0.00% No change 15 $2K
Main Street Group, LTD 0.00% No change 14 $2K
Horizon Investments, LLC 0.00% Reduce -56.7% 13 $2K
WPG Advisers, LLC 0.00% No change 12 $1K
Downshift Financial, LLC 0.00% New 12 $1K
Hantz Financial Services, Inc. 0.00% No change 8 $1K
Atlantic Private Wealth, LLC 0.00% No change 8 $971
Noble Wealth Management PBC 0.00% New 8 $971
Nvest Wealth Strategies, Inc. 0.00% No change 5 $608
Quarry LP 0.00% New 4 $486
Buck Wealth Strategies, LLC 0.00% New 3 $364
Atwood & Palmer Inc. 0.00% No change 2 $243
Private Wealth Asset Management, LLC 0.00% No change 2 $243
Burkett Financial Services, LLC 0.00% No change 2 $242
Cheviot Value Management, LLC 0.00% No change 1 $121

"% of holder's portfolio" is TD's weight in each manager's 13F, not the share of Toronto-Dominion Bank the manager owns.