TimkenTKR
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 535 institutions reported holding Timken Co. (TKR) in their 13F filings, up 65 from Q4 2025. 106 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($583.1M), Vanguard Portfolio Management LLC ($329.8M) and Dimensional Fund Advisors LP ($290.3M). 10 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Timken Co.
- CUSIP
- 887389104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $316.0M |
| Exits | 40 | $90.9M |
All 13F filers, Q4 2025 → Q1 2026: 8,430,123 shares bought and 9,411,945 shares sold, net −981,822 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 535 holders
| BlackRock, Inc. | 0.01% | Add +4.0% | 5,798,042 | $583.1M |
| Vanguard Portfolio Management LLC | 0.02% | — | 3,279,460 | $329.8M |
| Dimensional Fund Advisors LP | 0.06% | Add +8.0% | 2,886,955 | $290.3M |
| Vanguard Capital Management LLC | 0.01% | — | 2,824,275 | $284.0M |
| State Street Corp. | 0.01% | Add +1.8% | 1,971,097 | $198.2M |
| FMR LLC | 0.01% | Reduce -31.2% | 1,919,759 | $193.1M |
| Victory Capital Management Inc. | 0.12% | Reduce -0.8% | 1,829,198 | $184.0M |
| Brown Advisory Inc. | 0.28% | Add +34.5% | 1,712,816 | $172.3M |
| Hotchkis & Wiley Capital Management LLC | 0.49% | Reduce -15.1% | 1,565,862 | $157.5M |
| Balyasny Asset Management L.P. | 0.31% | Add +106.7% | 1,519,726 | $152.8M |
| American Century Companies Inc. | 0.07% | Reduce -51.6% | 1,437,951 | $144.6M |
| Geode Capital Management, LLC | 0.01% | Add +2.9% | 1,196,009 | $120.3M |
| Invesco Ltd. | 0.01% | Reduce -12.9% | 1,194,958 | $120.2M |
| Earnest Partners LLC | 0.48% | Reduce -2.2% | 1,168,584 | $117.5M |
| Alyeska Investment Group, L.P. | 0.31% | Add +104.7% | 1,080,572 | $108.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -7.9% | 1,034,111 | $104.0M |
| Two Sigma Investments, LP | 0.08% | Add +260.5% | 977,419 | $98.3M |
| Channing Capital Management, LLC | 2.40% | Reduce -20.9% | 930,167 | $93.5M |
| Thrivent Financial for Lutherans | 0.18% | Reduce -20.4% | 921,502 | $92.7M |
| Cooke & Bieler LP | 1.04% | Reduce -33.9% | 913,884 | $91.9M |
| Keybank National Association | 0.30% | Reduce -3.8% | 824,891 | $83.0M |
| Morgan Stanley | 0.01% | Reduce -12.1% | 821,577 | $82.6M |
| Nomura Asset Management International Inc. | 0.13% | Add +3.4% | 750,521 | $75.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.1% | 729,361 | $73.4M |
| Principal Financial Group Inc. | 0.03% | Reduce -8.4% | 632,826 | $63.6M |
| Northern Trust Corp. | 0.01% | Add +1.5% | 582,772 | $58.6M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | Reduce -68.2% | 568,772 | $57.2M |
| Deprince Race & Zollo Inc. | 1.06% | Reduce -3.1% | 555,387 | $55.9M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -17.1% | 518,544 | $52.1M |
| Bank of America Corp. | 0.00% | Reduce -8.4% | 477,963 | $48.1M |
| New York State Common Retirement Fund | 0.07% | Reduce -9.4% | 464,628 | $46.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +240.3% | 457,735 | $46.0M |
| Segall Bryant & Hamill, LLC | 0.65% | Add +29.9% | 451,516 | $45.4M |
| Gotham Asset Management | 0.13% | Add +35.2% | 424,248 | $42.7M |
| Agf Management Ltd. | 0.18% | Reduce -14.1% | 407,352 | $41.0M |
| Quantinno Capital Management LP | 0.07% | Add +7.6% | 396,519 | $39.9M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 393,531 | $39.6M |
| Frontier Capital Management Co. LLC | 0.39% | Reduce -31.0% | 378,192 | $38.0M |
| Owls Nest Partners IA, LLC | 13.24% | New | 376,117 | $37.8M |
| Sei Investments Co. | 0.03% | Reduce -1.3% | 345,350 | $34.7M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -10.0% | 344,113 | $34.6M |
| TD Asset Management Inc | 0.03% | New | 343,514 | $34.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -24.9% | 338,267 | $34.0M |
| Clean Energy Transition LLP | 2.74% | New | 331,740 | $33.4M |
| Squarepoint Ops LLC | 0.06% | Add +167.9% | 298,309 | $30.0M |
| Nuveen, LLC | 0.01% | Add +260.5% | 289,393 | $29.1M |
| Walleye Capital LLC | 0.19% | New | 284,075 | $28.6M |
| Gabelli Funds LLC | 0.19% | Reduce -4.1% | 276,568 | $27.8M |
| Royce & Associates LP | 0.27% | Reduce -17.2% | 274,099 | $27.6M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +5.0% | 256,726 | $26.2M |
| Brandes Investment Partners, LP | 0.18% | Reduce -62.0% | 253,187 | $25.5M |
| First Trust Advisors LP | 0.02% | Reduce -0.3% | 247,659 | $24.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.21% | Reduce -27.6% | 233,398 | $23.5M |
| UBS Group AG | 0.00% | Reduce -69.6% | 218,747 | $22.0M |
| Westwood Holdings Group Inc. | 0.16% | Reduce -39.0% | 216,605 | $21.8M |
| JPMorgan Chase & Co. | 0.00% | Add +14.3% | 221,877 | $21.3M |
| Bridgewater Associates | 0.09% | Add +1071.6% | 191,948 | $19.3M |
| Tidal Investments LLC | 0.06% | Add +3689.8% | 187,024 | $18.7M |
| Stansberry Asset Management, LLC | 1.96% | Add +19.9% | 185,824 | $18.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.0% | 184,012 | $18.5M |
| Becker Capital Management Inc. | 0.54% | Reduce -7.2% | 182,875 | $18.4M |
| Wells Fargo & Company | 0.00% | Reduce -6.1% | 182,385 | $18.3M |
| AQR Capital Management | 0.01% | Add +4.9% | 180,503 | $17.8M |
| Wedge Capital Management L L P | 0.32% | Reduce -5.1% | 171,376 | $17.2M |
| Rhumbline Advisers | 0.01% | Add +0.8% | 169,316 | $17.0M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -63.2% | 168,169 | $16.9M |
| Millennium Management | 0.01% | Add +70.9% | 164,134 | $16.5M |
| Tema ETFs LLC | 1.10% | Add +29.5% | 163,615 | $16.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.6% | 160,946 | $16.2M |
| Trexquant Investment LP | 0.12% | New | 159,864 | $16.1M |
| Congruence Capital, LLC | 5.37% | New | 159,236 | $16.0M |
| Point72 Asset Management | 0.03% | New | 155,916 | $15.7M |
| Man Group plc | 0.03% | Add +18.5% | 150,799 | $15.2M |
| Cartenna Capital, LP | 0.66% | New | 150,000 | $15.1M |
| Ameriprise Financial Inc. | 0.00% | Add +13.3% | 149,838 | $15.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -37.8% | 144,124 | $14.5M |
| Jane Street Group, LLC | 0.02% | Add +284.9% | 143,140 | $14.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.7% | 142,839 | $14.4M |
| California Public Employees Retirement System | 0.01% | Add +13.3% | 142,285 | $14.3M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -14.1% | 138,576 | $13.9M |
| ArrowMark Colorado Holdings LLC | 0.37% | Reduce -13.4% | 137,489 | $13.8M |
| SG Americas Securities, LLC | 0.01% | Add +74.6% | 133,727 | $13.4M |
| Swiss National Bank | 0.01% | Add +0.2% | 130,900 | $13.2M |
| Wealth High Governance Asset Management Ltda. | 2.04% | Reduce -33.5% | 129,817 | $13.1M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.7% | 128,908 | $13.0M |
| LSV Asset Management | 0.03% | No change | 118,600 | $11.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -6.8% | 117,785 | $11.8M |
| Retirement Systems of Alabama | 0.04% | Add +1.4% | 117,713 | $11.8M |
| TD Waterhouse Canada Inc. | 0.03% | New | 114,953 | $11.7M |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 115,676 | $11.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 135,439 | $11.4M |
| Ceredex Value Advisors LLC | 0.35% | Reduce -20.8% | 111,000 | $11.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -19.3% | 105,699 | $10.6M |
| Cramer Rosenthal McGlynn LLC | 0.76% | New | 102,335 | $10.3M |
| Regents Gate Capital LLP | 2.18% | Reduce -6.2% | 101,754 | $10.2M |
| First Eagle Investment Management, LLC | 0.02% | Add +5.3% | 91,847 | $9.2M |
| Legal & General Group Plc | 0.00% | Reduce -11.9% | 91,224 | $9.2M |
| Cambria Investment Management, L.P. | 0.50% | Reduce -10.1% | 88,752 | $8.9M |
| State of Alaska, Department of Revenue | 0.09% | Add +0.1% | 82,986 | $8.3M |
| Albar Capital Partners LLP | 1.32% | New | 80,908 | $8.1M |
| California State Teachers Retirement System | 0.01% | Add +26.8% | 78,223 | $7.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.6% | 76,238 | $7.7M |
| Advisors Capital Management, LLC | 0.09% | Add +6.2% | 73,103 | $7.4M |
| Creative Planning | 0.01% | Add +63.5% | 72,802 | $7.3M |
| Wealth High Governance Capital Ltda | 2.12% | Reduce -43.7% | 70,183 | $7.1M |
| BW Gestao de Investimentos Ltda. | 0.31% | Reduce -43.7% | 70,183 | $7.1M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 70,156 | $7.1M |
| Peregrine Investment Management Inc. | 5.53% | New | 70,000 | $7.0M |
| Phocas Financial Corp. | 1.10% | Reduce -22.0% | 69,355 | $7.0M |
| Citadel Advisors | 0.01% | Add +158.5% | 69,240 | $7.0M |
| SMA Capital LLC | 2.87% | Reduce -8.1% | 66,150 | $6.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.06% | No change | 60,521 | $6.5M |
| Baker Ellis Asset Management LLC | 0.77% | Add +1.6% | 64,163 | $6.5M |
| Fifth Third Bancorp | 0.01% | Add +692.6% | 63,473 | $6.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -0.9% | 59,973 | $6.0M |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 59,543 | $6.0M |
| Van Den Berg Management I, Inc. | 1.37% | Reduce -0.7% | 59,290 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1819.8% | 57,076 | $5.7M |
| CSM Advisors, LLC | 0.14% | Add +9.7% | 56,204 | $5.7M |
| Highland Capital Management, LLC | 0.29% | Reduce -0.8% | 54,940 | $5.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 53,760 | $5.4M |
| Cinctive Capital Management LP | 0.35% | New | 53,316 | $5.4M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | Add +247.3% | 51,195 | $5.1M |
| Farallon Capital Management, L.L.C. | 0.03% | New | 51,000 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.3% | 50,362 | $5.1M |
| LPL Financial LLC | 0.00% | Add +10.6% | 46,162 | $4.6M |
| Hudson Bay Capital Management LP | 0.03% | Add +12.4% | 45,680 | $4.6M |
| Barclays PLC | 0.00% | Reduce -58.0% | 45,611 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.8% | 45,425 | $4.6M |
| SummitTX Capital, L.P. | 0.14% | New | 42,754 | $4.3M |
| Castleark Management LLC | 0.13% | New | 40,390 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +7.5% | 39,690 | $4.0M |
| Horizon Investments, LLC | 0.04% | Add +100.5% | 39,071 | $3.9M |
| Graham Capital Management, L.P. | 0.17% | Add +5.6% | 37,900 | $3.8M |
| Qube Research & Technologies Ltd | 0.01% | New | 36,874 | $3.7M |
| South Dakota Investment Council | 0.07% | No change | 36,818 | $3.7M |
| Voloridge Investment Management, LLC | 0.01% | New | 36,679 | $3.7M |
| Voya Investment Management LLC | 0.00% | Add +42.9% | 36,632 | $3.7M |
| Acadian Asset Management LLC | 0.01% | New | 36,545 | $3.7M |
| Focus Partners Wealth | 0.00% | Add +4.0% | 36,078 | $3.6M |
| HRT Financial LP | 0.01% | Add +105.2% | 36,202 | $3.6M |
| Bar Harbor Wealth Management | 0.21% | Reduce -1.1% | 35,084 | $3.5M |
| Erste Asset Management GmbH | 0.03% | Add +28.8% | 36,432 | $3.5M |
| Informed Momentum Co LLC | 0.40% | New | 34,255 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +0.5% | 33,861 | $3.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 33,305 | $3.3M |
| MetLife Investment Management, LLC | 0.02% | Add +0.7% | 31,168 | $3.1M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -2.8% | 31,049 | $3.1M |
| Linden Thomas Advisory Services, LLC | 0.30% | Add +3.5% | 30,876 | $3.1M |
| Oliver Luxxe Assets LLC | 0.46% | Add +30.3% | 30,833 | $3.1M |
| Amalgamated Bank | 0.02% | Add +2.2% | 29,160 | $2.9M |
| Janus Henderson Group PLC | 0.00% | No change | 28,919 | $2.9M |
| Cozad Asset Management Inc. | 0.22% | Reduce -2.3% | 28,301 | $2.8M |
| National Bank of Canada | 0.00% | New | 28,186 | $2.8M |
| Uncommon Cents Investing LLC | 0.65% | Add +0.8% | 27,695 | $2.8M |
| Holistic Financial Partners | 1.03% | No change | 27,666 | $2.8M |
| Taproot Management LP | 0.52% | Add +578.9% | 27,583 | $2.8M |
| Scopus Asset Management, L.P. | 0.09% | Reduce -3.4% | 27,539 | $2.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 27,522 | $2.8M |
| Summit Trail Advisors, LLC | 0.04% | Add +58.7% | 26,810 | $2.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 26,775 | $2.7M |
| Boston Partners | 0.00% | Reduce -7.4% | 26,401 | $2.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +28.9% | 26,014 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 25,673 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -12.0% | 25,541 | $2.6M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -1.4% | 24,946 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +39.8% | 24,861 | $2.5M |
| Brevan Howard Capital Management LP | 0.03% | Add +467.3% | 24,562 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.9% | 24,291 | $2.4M |
| GHP Investment Advisors, Inc. | 0.10% | Add +20.3% | 23,941 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -2.5% | 23,481 | $2.4M |
| Lazard Asset Management LLC | 0.00% | Add +330.4% | 22,947 | $2.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +58.4% | 22,250 | $2.2M |
| Fruth Investment Management | 0.56% | Reduce -0.2% | 22,184 | $2.2M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +0.3% | 21,347 | $2.1M |
| Sittner & Nelson, LLC | 0.78% | Reduce -0.5% | 21,243 | $2.1M |
| KTF Investments, LLC | 0.35% | Reduce -6.0% | 20,422 | $2.1M |
| Engineers Gate Manager LP | 0.03% | New | 20,245 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 20,171 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.7% | 19,801 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Reduce -3.5% | 19,777 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.9% | 19,692 | $2.0M |
| Boothbay Fund Management, LLC | 0.05% | New | 19,315 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | New | 19,131 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +7.2% | 19,296 | $1.9M |
| Buckland Partners Management Co LLC | 1.16% | No change | 19,000 | $1.9M |
| Moody National Bank Trust Division | 0.18% | Add +40.3% | 18,717 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | Add +5.1% | 18,400 | $1.9M |
| GMO | 0.00% | Add +5.3% | 18,387 | $1.8M |
| Beese Fulmer Investment Management, Inc. | 0.12% | Add +1.6% | 18,318 | $1.8M |
| Arizona State Retirement System | 0.01% | Reduce -1.3% | 18,179 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | Reduce -21.0% | 18,085 | $1.8M |
| Skylands Capital, LLC | 0.23% | Reduce -10.0% | 17,600 | $1.8M |
| Security National Bank of So Dak | 0.84% | Reduce -8.8% | 17,300 | $1.7M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 17,239 | $1.7M |
| Clearbridge Investments, LLC | 0.00% | Add +14.2% | 17,207 | $1.7M |
| Caisse de depot et placement du Quebec | 0.00% | New | 16,800 | $1.7M |
| Mork Capital Management, LLC | 1.19% | No change | 16,600 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.13% | Reduce -31.2% | 16,440 | $1.7M |
| Uniplan Investment Counsel, Inc. | 0.17% | Reduce -2.2% | 16,269 | $1.6M |
| Amica Mutual Insurance Co. | 0.14% | No change | 16,264 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 15,915 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 15,882 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.8% | 15,682 | $1.6M |
| Cookson Peirce & Co. Inc. | 0.07% | New | 15,441 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.0% | 15,234 | $1.5M |
| State of Michigan Retirement System | 0.01% | Add +1.3% | 15,223 | $1.5M |
| QRG Capital Management, Inc. | 0.02% | Reduce -16.0% | 15,197 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.0% | 15,020 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.5% | 14,600 | $1.5M |
| iSAM Funds (UK) Ltd | 0.71% | New | 14,383 | $1.4M |
| WESCAP Management Group, Inc. | 0.28% | Reduce -3.4% | 14,358 | $1.4M |
| Paradigm Asset Management Co. LLC | 0.34% | No change | 14,300 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -2.8% | 14,216 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.1% | 14,201 | $1.4M |
| Callan Family Office, LLC | 0.03% | Reduce -7.1% | 14,142 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +0.7% | 14,114 | $1.4M |
| Sona Asset Management (us) LLC | 0.08% | No change | 14,000 | $1.4M |
| Security National Bank of Sioux City Iowa | 0.83% | Reduce -8.2% | 13,916 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +3.2% | 13,721 | $1.4M |
| Diversified Trust Co. | 0.03% | New | 13,694 | $1.4M |
| New Mexico Educational Retirement Board | 0.04% | No change | 13,477 | $1.4M |
| Maverick Capital | 0.02% | New | 13,221 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -26.1% | 13,102 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +3.2% | 13,058 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +74.5% | 12,912 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -21.9% | 12,637 | $1.3M |
| Oak Thistle LLC | 0.12% | New | 12,546 | $1.3M |
| Lecap Asset Management Ltd. | 0.47% | New | 12,476 | $1.3M |
| GAMCO Investors | 0.01% | Reduce -0.1% | 12,461 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -32.7% | 12,197 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.5% | 12,159 | $1.2M |
| Penserra Capital Management LLC | 0.01% | New | 12,131 | $1.2M |
| Allstate Corp. | 0.01% | New | 11,778 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +18.9% | 11,405 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -11.7% | 11,305 | $1.1M |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.1% | 11,275 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.5% | 11,170 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | New | 10,715 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +68.2% | 10,541 | $1.1M |
| &partners | 0.01% | Reduce -3.4% | 10,518 | $1.1M |
| Maven Securities LTD | 0.06% | New | 10,436 | $1.0M |
| Brooklyn Investment Group | 0.03% | Add +43.8% | 10,434 | $1.0M |
| Kornitzer Capital Management Inc. | 0.02% | Reduce -4.6% | 10,364 | $1.0M |
| Bradley Foster & Sargent Inc. | 0.02% | New | 10,041 | $1.0M |
| Concentric Capital Strategies, LP | 0.09% | Reduce -92.0% | 9,895 | $995K |
| Neuberger Berman Group LLC | 0.00% | Add +7.4% | 9,873 | $993K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.0% | 9,858 | $991K |
| Cetera Investment Advisers | 0.00% | Add +8.7% | 9,763 | $982K |
| BNP Paribas Financial Markets | 0.00% | Add +8.4% | 9,722 | $978K |
| Captrust Financial Advisors | 0.00% | Add +4.9% | 9,597 | $965K |
| Integrated Quantitative Investments LLC | 0.17% | New | 9,313 | $937K |
| Bank of Montreal | 0.00% | Add +8.6% | 9,248 | $930K |
| Amundi | 0.00% | Add +151.1% | 8,885 | $894K |
| Atria Investments, Inc | 0.01% | Reduce -15.0% | 8,601 | $865K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 8,503 | $855K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -4.5% | 8,345 | $839K |
| Cresset Asset Management, LLC | 0.00% | New | 8,119 | $817K |
| Burney Co./ | 0.03% | Reduce -9.3% | 8,082 | $813K |
| Deutsche Bank AG | 0.00% | Add +3.5% | 7,998 | $804K |
| FORA Capital, LLC | 0.06% | Add +80.9% | 7,849 | $789K |
| Hantz Financial Services, Inc. | 0.01% | Add +48.1% | 7,842 | $789K |
| Knights of Columbus Asset Advisors LLC | 0.04% | Add +6.2% | 7,785 | $783K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -57.7% | 7,602 | $765K |
| Jones Financial Companies LLLP | 0.00% | Add +319.6% | 7,821 | $763K |
| Xponance LLC | 0.01% | Add +30.4% | 7,586 | $763K |
| Empowered Funds, LLC | 0.00% | New | 7,525 | $757K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.4% | 7,474 | $752K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -36.6% | 7,498 | $742K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -11.7% | 7,289 | $733K |
| Washington Capital Management, Inc. | 0.60% | Reduce -9.6% | 7,050 | $709K |
| State of Wyoming | 0.08% | Reduce -19.4% | 6,946 | $699K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,940 | $698K |
| Ifrah Financial Services, Inc. | 0.18% | Reduce -2.6% | 6,811 | $685K |
| Syon Capital LLC | 0.03% | Reduce -3.6% | 6,794 | $683K |
| Axq Capital, LP | 0.09% | New | 6,624 | $666K |
| Ritholtz Wealth Management | 0.01% | New | 6,529 | $657K |
| Magnetar Financial LLC | 0.01% | New | 6,456 | $649K |
| State of Wisconsin Investment Board | 0.00% | Add +77.2% | 6,416 | $645K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 6,200 | $624K |
| Burns Matteson Capital Management, LLC | 0.24% | Add +0.5% | 6,121 | $616K |
| Quadrature Capital Ltd | 0.01% | New | 5,996 | $603K |
| Dark Forest Capital Management LP | 0.05% | Reduce -80.1% | 5,960 | $599K |
| Sheets Smith Wealth Management | 0.07% | Add +0.0% | 5,951 | $598K |
| Exchange Traded Concepts, LLC | 0.00% | Add +32.3% | 5,936 | $597K |
| MML Investors Services, LLC | 0.00% | Reduce -31.6% | 5,925 | $596K |
| Winslow Asset Management Inc. | 0.11% | Reduce -3.2% | 5,831 | $586K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 5,753 | $579K |
| Quadrant Capital Group LLC | 0.02% | Add +0.3% | 5,642 | $567K |
| Huntington National Bank | 0.00% | Add +0.1% | 5,561 | $559K |
| Aquatic Capital Management LLC | 0.02% | Reduce -5.6% | 5,468 | $550K |
| Occudo Quantitative Strategies LP | 0.03% | New | 4,729 | $524K |
| William Blair Investment Management, LLC | 0.00% | Add +2.6% | 5,176 | $521K |
| Inspire Investing, LLC | 0.03% | Reduce -7.0% | 5,139 | $517K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +25.4% | 5,063 | $509K |
| Fortune Financial Advisors, LLC | 0.26% | New | 5,050 | $508K |
| Commerce Bank | 0.00% | Add +0.3% | 5,050 | $508K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.1% | 5,039 | $507K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.1% | 5,009 | $504K |
| Olstein Capital Management, L.P. | 0.11% | Reduce -39.8% | 5,000 | $503K |
| United Capital Financial Advisors, LLC | 0.00% | Add +64.6% | 4,882 | $491K |
| Chicago Partners Investment Group LLC | 0.01% | Add +28.0% | 4,555 | $486K |
| Diversify Wealth Management, LLC | 0.01% | Add +35.9% | 4,455 | $475K |
| Choreo, LLC | 0.01% | Reduce -40.5% | 4,716 | $474K |
| Securian Asset Management, Inc. | 0.02% | Add +3.2% | 4,672 | $470K |
| Royal Fund Management, LLC | 0.04% | No change | 4,631 | $466K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.2% | 4,562 | $459K |
| Covestor Ltd | 0.32% | Add +85.1% | 4,545 | $457K |
| Prelude Capital Management, LLC | 0.03% | New | 4,485 | $451K |
| Intrust Bank NA | 0.04% | Reduce -17.0% | 4,445 | $447K |
| Vident Advisory, LLC | 0.00% | New | 4,433 | $446K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,433 | $446K |
| First Bank & Trust | 0.07% | Reduce -1.0% | 4,407 | $443K |
| Great Lakes Advisors, LLC | 0.00% | No change | 4,331 | $436K |
| Connable Office Inc. | 0.04% | Reduce -36.8% | 4,254 | $428K |
| DNB Asset Management AS | 0.00% | New | 4,104 | $413K |
| Blair William & Co. | 0.00% | Reduce -0.6% | 3,982 | $401K |
| Centiva Capital, LP | 0.02% | New | 3,935 | $396K |
| DGS Capital Management, LLC | 0.06% | Add +59.2% | 3,916 | $394K |
| Prudential Financial Inc. | 0.00% | Reduce -6.7% | 3,878 | $390K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.3% | 3,866 | $389K |
| Swiss Life Asset Management Ltd | 0.00% | Add +23.7% | 3,832 | $385K |
| Glenmede Trust Co. NA | 0.00% | Add +0.2% | 3,816 | $384K |
| Worldquant Millennium Advisors LLC | 0.00% | Add +43.2% | 3,679 | $370K |
| Praxis Investment Management Inc. | 0.02% | No change | 3,660 | $368K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.3% | 3,637 | $366K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 3,500 | $352K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 3,500 | $352K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.7% | 3,471 | $349K |
| Utah Retirement Systems | 0.00% | No change | 3,400 | $342K |
| US Bancorp \de | 0.00% | Add +7.8% | 3,347 | $337K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.3% | 3,260 | $328K |
| Bridgefront Capital, LLC | 0.08% | New | 3,164 | $318K |
| Edmp, Inc. | 0.26% | Reduce -36.8% | 3,139 | $316K |
| Claret Asset Management Corp | 0.04% | Add +0.0% | 3,126 | $314K |
| JMN Financial LLC | 0.31% | New | 3,091 | $311K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,158 | $308K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,051 | $307K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,020 | $304K |
| Ethic Inc. | 0.00% | New | 2,972 | $299K |
| Parallel Advisors, LLC | 0.01% | Add +4.1% | 2,970 | $299K |
| Calamos Advisors LLC | 0.00% | New | 2,970 | $299K |
| Crestwood Advisors Group, LLC | 0.01% | Add +10.7% | 2,958 | $297K |
| SIH Partners, LLLP | 0.01% | New | 2,908 | $292K |
| Ancora Advisors LLC | 0.01% | No change | 2,879 | $290K |
| HUB Investment Partners, LLC | 0.01% | Add +4.1% | 2,851 | $287K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,842 | $286K |
| Sig Brokerage, LP | 0.08% | New | 2,821 | $284K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -53.5% | 2,745 | $276K |
| White Pine Capital LLC | 0.07% | No change | 2,719 | $273K |
| Sagewood Asset Management LP | 0.08% | Add +9.1% | 2,681 | $270K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Add +2.2% | 2,676 | $269K |
| Summit Financial, LLC | 0.00% | Reduce -3.6% | 2,649 | $266K |
| Independent Advisor Alliance | 0.00% | Reduce -0.0% | 2,631 | $265K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -1.6% | 2,625 | $264K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 2,580 | $259K |
| VARCOV Co. | 0.10% | New | 2,579 | $259K |
| ProShare Advisors LLC | 0.00% | No change | 2,542 | $256K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +4.3% | 2,537 | $255K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,508 | $252K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -2.0% | 2,626 | $252K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,505 | $252K |
| Redwood Family Wealth LLC | 0.25% | No change | 2,500 | $251K |
| Integrated Investment Consultants, LLC | 0.05% | Reduce -4.7% | 2,472 | $249K |
| Krilogy Financial LLC | 0.01% | Add +0.1% | 2,372 | $247K |
| Frec Markets, Inc. | 0.04% | New | 2,440 | $245K |
| Koshinski Asset Management, Inc. | 0.01% | New | 2,382 | $240K |
| Certuity, LLC | 0.02% | New | 2,365 | $238K |
| HM Payson & Co. | 0.00% | No change | 2,364 | $238K |
| Walleye Trading LLC | 0.00% | Add +52.8% | 2,362 | $238K |
| Checchi Capital Advisers, LLC | 0.02% | New | 2,341 | $235K |
| Lighthouse Financial LLC | 0.14% | New | 2,326 | $234K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -16.2% | 2,302 | $232K |
| KBC Group NV | 0.00% | Add +21.3% | 2,287 | $230K |
| Sterling Capital Management LLC | 0.00% | Reduce -41.3% | 2,278 | $229K |
| Optas, LLC | 0.03% | New | 2,261 | $227K |
| CIBC Asset Management Inc | 0.00% | New | 2,177 | $219K |
| Equitable Trust Co. | 0.01% | New | 2,159 | $217K |
| Guggenheim Capital LLC | 0.00% | New | 2,150 | $216K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -44.3% | 2,122 | $213K |
| Vestcor Inc | 0.01% | No change | 2,121 | $213K |
| Money Concepts Capital Corp. | 0.01% | New | 2,084 | $210K |
| Shelton Capital Management | 0.00% | New | 2,081 | $209K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -85.5% | 2,064 | $208K |
| Advisory Services Network, LLC | 0.00% | New | 2,056 | $207K |
| HB Wealth Management, LLC | 0.00% | New | 2,015 | $203K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,011 | $202K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,000 | $201K |
| Mairs & Power Inc. | 0.00% | New | 2,000 | $201K |
| USA Financial Formulas | 0.04% | New | 1,875 | $189K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -19.5% | 1,822 | $186K |
| Signaturefd, LLC | 0.00% | Add +7.2% | 1,539 | $155K |
| STRS Ohio | 0.00% | Reduce -0.1% | 1,496 | $150K |
| MAI Capital Management | 0.00% | Add +18.0% | 1,422 | $143K |
| Larson Financial Group LLC | 0.00% | Add +122.6% | 1,409 | $142K |
| GAMMA Investing LLC | 0.01% | Add +4.1% | 1,383 | $139K |
| Blue Trust, Inc. | 0.00% | Reduce -35.2% | 1,329 | $134K |
| Simplex Trading, LLC | 0.00% | Reduce -74.4% | 1,307 | $131K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,200 | $121K |
| Cwm, LLC | 0.00% | Add +21.8% | 1,158 | $116K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,025 | $103K |
| Versant Capital Management, Inc | 0.01% | Add +9.0% | 996 | $100K |
| Gen-Wealth Partners Inc | 0.03% | Add +4.1% | 946 | $95K |
| Hilltop National Bank | 0.02% | Add +4.8% | 931 | $94K |
| Parvin Asset Management, LLC | 0.07% | Add +16.5% | 920 | $93K |
| Quent Capital, LLC | 0.01% | Reduce -6.8% | 893 | $90K |
| Bessemer Group Inc. | 0.00% | Add +8.0% | 862 | $86K |
| First Horizon Corp. | 0.00% | Reduce -2.1% | 787 | $79K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +8.1% | 750 | $75K |
| Colonial Trust Co / SC | 0.01% | No change | 722 | $73K |
| Anchor Investment Management, LLC | 0.01% | No change | 722 | $73K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.3% | 715 | $72K |
| Manchester Capital Management LLC | 0.01% | No change | 703 | $71K |
| Fairway Wealth LLC | 0.02% | New | 666 | $67K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 640 | $64K |
| Atlas Capital Advisors Inc. | 0.01% | New | 591 | $59K |
| CoreCap Advisors, LLC | 0.00% | Reduce -4.9% | 564 | $57K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -5.1% | 523 | $53K |
| Bayforest Capital Ltd | 0.06% | Add +3340.0% | 516 | $52K |
| Quarry LP | 0.01% | New | 458 | $46K |
| Ramirez Asset Management, Inc. | 0.00% | Reduce -55.6% | 400 | $40K |
| SJS Investment Consulting Inc. | 0.00% | Add +1.9% | 376 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Add +13.2% | 368 | $37K |
| V-Square Quantitative Management LLC | 0.00% | No change | 364 | $37K |
| Mather Group, Llc. | 0.00% | New | 326 | $33K |
| Arax Advisory Partners | 0.00% | Reduce -54.4% | 325 | $33K |
| Eastern Bank | 0.00% | No change | 324 | $33K |
| Root Financial Partners, LLC | 0.00% | Add +13.1% | 311 | $31K |
| Los Angeles Capital Management LLC | 0.00% | No change | 302 | $30K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 300 | $30K |
| UMB Bank, n.a. | 0.00% | Add +0.3% | 289 | $29K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.1% | 280 | $28K |
| Vanguard National Trust Co | 0.00% | — | 265 | $27K |
| MTM Investment Management, LLC | 0.01% | No change | 256 | $26K |
| Westside Investment Management, Inc. | 0.00% | No change | 246 | $24K |
| Costello Asset Management, INC | 0.01% | No change | 226 | $23K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 225 | $23K |
| LRI Investments, LLC | 0.00% | Reduce -27.1% | 210 | $21K |
| Allworth Financial LP | 0.00% | Add +36.0% | 208 | $21K |
| Axiom Investment Management LLC | 0.02% | — | 200 | $20K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 196 | $20K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -7.9% | 187 | $18K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.2% | 179 | $18K |
| Key Financial Inc | 0.00% | No change | 178 | $18K |
| City State Bank | 0.00% | No change | 170 | $17K |
| DT Investment Partners, LLC | 0.00% | No change | 156 | $16K |
| Assetmark, Inc. | 0.00% | Add +151.7% | 151 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -16.9% | 153 | $15K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 144 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 136 | $14K |
| Meeder Asset Management Inc. | 0.00% | Reduce -27.9% | 124 | $12K |
| CVA Family Office, LLC | 0.00% | Add +1412.5% | 121 | $12K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 117 | $12K |
| JPL Wealth Management, LLC | 0.00% | New | 116 | $12K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -9.4% | 115 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +93.1% | 112 | $11K |
| Rossby Financial, LCC | 0.00% | No change | 102 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 101 | $10K |
| Clearstead Advisors, LLC | 0.00% | Reduce -66.8% | 101 | $10K |
| Evolution Wealth Management Inc. | 0.01% | No change | 100 | $10K |
| Danske Bank A/S | 0.00% | Reduce -88.9% | 100 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 95 | $10K |
| Spire Wealth Management | 0.00% | Add +1.1% | 93 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +16.7% | 91 | $9K |
| Coastline Trust Co | 0.00% | No change | 88 | $9K |
| True Wealth Design, LLC | 0.00% | No change | 87 | $9K |
| Natixis | 0.00% | Reduce -99.7% | 87 | $9K |
| Cetera Trust Company, N.A | 0.00% | No change | 77 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 76 | $8K |
| Highline Wealth Partners LLC | 0.00% | New | 74 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 68 | $7K |
| Ascentis Wealth Management, LLC | 0.00% | New | 60 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +190.0% | 58 | $6K |
| Rothschild Investment LLC | 0.00% | Add +87.1% | 58 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 56 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 54 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | Add +163.2% | 50 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 48 | $5K |
| Sachetta, LLC | 0.00% | Add +56.7% | 47 | $5K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -6.1% | 46 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 45 | $5K |
| Ascentis Independent Advisors | 0.00% | New | 45 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +53.6% | 43 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 42 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -31.7% | 41 | $4K |
| WealthCollab, LLC | 0.00% | No change | 36 | $4K |
| Red Tortoise LLC | 0.00% | No change | 34 | $3K |
| JDM Financial Group LLC | 0.00% | New | 31 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 28 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 28 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 25 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Add +4.2% | 25 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Add +41.2% | 24 | $2K |
| International Assets Investment Management, LLC | 0.00% | No change | 20 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +5.6% | 19 | $2K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 19 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +5.9% | 18 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +1600.0% | 17 | $2K |
| Sunrise Financial Services, LLC | 0.00% | No change | 17 | $2K |
| Signature Equity Partners, LLC | 0.00% | No change | 17 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 17 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +6.3% | 17 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 16 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 16 | $2K |
| MidFirst Bank | 0.00% | New | 16 | $2K |
| TD Capital Management LLC | 0.00% | New | 15 | $2K |
| Albion Financial Group | 0.00% | New | 15 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +25.0% | 15 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 14 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 13 | $1K |
| Quaker Wealth Management, LLC | 0.00% | Add +20.0% | 12 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Add +20.0% | 12 | $1K |
| Atwood & Palmer Inc. | 0.00% | No change | 12 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 11 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 10 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -99.1% | 5 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +33.3% | 8 | $805 |
| Financial Consulate, Inc. | 0.00% | No change | 6 | $604 |
| SBI Securities Co., Ltd. | 0.00% | Add +50.0% | 6 | $603 |
| TopTier Wealth Management, LLC | 0.00% | New | 5 | $503 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $503 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $503 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4 | $402 |
| Frazier Financial Advisors, LLC | 0.00% | New | 3 | $302 |
| Princeton Global Asset Management LLC | 0.00% | New | 3 | $302 |
| 3 Factor Indexing, LLC | 0.00% | — | 2 | $202 |
| Ameriflex Group, Inc. | 0.00% | No change | 2 | $201 |
| Essential Partners LLC | 0.00% | No change | 2 | $201 |
| SHP Wealth Management | 0.00% | New | 2 | $201 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $201 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1 | $107 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $101 |
| Curio Wealth, LLC | 0.00% | New | 1 | $101 |
"% of holder's portfolio" is TKR's weight in each manager's 13F, not the share of Timken Co. the manager owns.