TimkenTKR

13F holders, Q2 2026 (June 30)
607holders +72
128new positions
56sold out
10famous investors
$145.06avg. 13F price*

At the end of Q2 2026, 607 institutions reported holding Timken Co. (TKR) in their 13F filings, up 72 from Q1 2026. 128 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($870.0M), Vanguard Portfolio Management LLC ($483.8M) and Dimensional Fund Advisors LP ($447.4M). 10 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), George Soros (0.2% of Soros Fund Management's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

Company
Timken Co.
CUSIP
887389104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 441Q1 2024Q2 2024: 451Q2 2024Q3 2024: 466Q3 2024Q4 2024: 438Q4 2024Q1 2025: 422Q1 2025Q2 2025: 443Q2 2025Q3 2025: 430Q3 2025Q4 2025: 470Q4 2025Q1 2026: 535Q1 2026Q2 2026: 607Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions128$399.0M
Exits56$95.7M

All 13F filers, Q1 2026 → Q2 2026: 10,332,854 shares bought and 8,921,810 shares sold, net +1,411,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 607 holders

BlackRock, Inc. 0.01% Add +3.3% 5,986,764 $870.0M
Vanguard Portfolio Management LLC 0.02% Add +1.5% 3,329,199 $483.8M
Dimensional Fund Advisors LP 0.08% Add +6.6% 3,078,676 $447.4M
Vanguard Capital Management LLC 0.01% Add +0.3% 2,832,647 $411.6M
State Street Corp. 0.01% Add +3.2% 2,034,545 $295.7M
FMR LLC 0.01% Add +3.5% 1,986,664 $288.7M
Geode Capital Management, LLC 0.01% Add +51.9% 1,816,406 $264.0M
Brown Advisory Inc. 0.38% Reduce -0.6% 1,703,339 $247.5M
JPMorgan Chase & Co. 0.01% Add +587.3% 1,524,927 $219.2M
Victory Capital Management Inc. 0.11% Reduce -26.3% 1,347,754 $195.9M
Earnest Partners LLC 0.59% Reduce -2.9% 1,135,223 $165.0M
Morgan Stanley 0.01% Add +27.0% 1,043,434 $151.6M
Nuveen, LLC 0.04% Add +248.3% 1,008,031 $146.5M
Norges Bank 0.01% — 995,434 $144.7M
Two Sigma Investments, LP 0.11% Reduce -0.2% 975,764 $141.8M
Bank of New York Mellon Corp 0.02% Reduce -6.3% 968,590 $140.8M
William Blair Investment Management, LLC 0.42% Add +18347.4% 954,839 $138.8M
Thrivent Financial for Lutherans 0.21% Reduce -9.6% 833,497 $121.1M
Segall Bryant & Hamill, LLC 1.43% Add +83.5% 828,448 $120.4M
Keybank National Association 0.40% Add +0.4% 828,340 $120.4M
Balyasny Asset Management L.P. 0.22% Reduce -46.7% 809,574 $117.6M
Invesco Ltd. 0.01% Reduce -37.9% 741,801 $107.8M
Nomura Asset Management International Inc. 0.16% Reduce -2.9% 728,874 $105.9M
Channing Capital Management, LLC 2.42% Reduce -22.3% 722,356 $105.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.1% 721,552 $104.9M
Northern Trust Corp. 0.01% Add +6.2% 618,635 $89.9M
Alyeska Investment Group, L.P. 0.23% Reduce -43.1% 614,622 $89.3M
Goldman Sachs Group Inc. 0.01% Add +33.8% 612,320 $89.0M
Quantinno Capital Management LP 0.11% Add +54.2% 611,570 $88.9M
Principal Financial Group Inc. 0.04% Reduce -6.0% 594,970 $86.5M
Massachusetts Financial Services Co. 0.03% Add +62.2% 548,713 $79.7M
Deprince Race & Zollo Inc. 1.28% Reduce -5.2% 526,719 $76.5M
Manufacturers Life Insurance Company, The 0.06% Add +0.8% 522,825 $76.0M
Nykredit A/S 0.29% — 520,392 $75.6M
Bank of America Corp. 0.00% Add +4.2% 497,876 $72.4M
Gotham Asset Management 0.16% Add +9.1% 462,639 $67.2M
New York State Common Retirement Fund 0.08% Reduce -6.6% 433,986 $63.1M
Hotchkis & Wiley Capital Management LLC 0.18% Reduce -72.8% 426,695 $62.0M
Agf Management Ltd. 0.23% Reduce -0.8% 404,072 $58.7M
Vanguard Fiduciary Trust Co. 0.01% Add +1.6% 399,705 $58.1M
UBS Group AG 0.01% Add +81.9% 397,985 $57.8M
TD Asset Management Inc 0.04% Add +1.6% 348,836 $50.7M
Russell Investments Group, Ltd. 0.04% Add +0.3% 345,221 $50.2M
Cooke & Bieler LP 0.57% Reduce -63.0% 337,731 $49.1M
Owls Nest Partners IA, LLC 15.78% Reduce -11.0% 334,613 $48.6M
Fuller & Thaler Asset Management, Inc. 0.13% Reduce -43.8% 319,440 $46.4M
Bridgewater Associates 0.18% Add +57.7% 302,724 $44.0M
Sei Investments Co. 0.04% Reduce -13.8% 297,512 $43.2M
Wealth High Governance Asset Management Ltda. 4.48% Add +123.0% 289,555 $42.1M
Gabelli Funds LLC 0.26% Reduce -0.2% 276,055 $40.1M
American Century Companies Inc. 0.02% Reduce -80.9% 274,632 $39.9M
Squarepoint Ops LLC 0.08% Reduce -8.0% 274,342 $39.9M
Allspring Global Investments Holdings, LLC 0.06% Reduce -0.5% 255,471 $36.2M
T. Rowe Price Associates Inc. 0.00% Add +125.1% 237,896 $34.6M
Robeco Schweiz AG 0.55% New 235,190 $34.2M
Cramer Rosenthal McGlynn LLC 1.73% Add +129.4% 234,754 $34.1M
First Trust Advisors LP 0.02% Reduce -13.7% 213,661 $31.0M
Frontier Capital Management Co. LLC 0.28% Reduce -45.4% 206,670 $30.0M
Ameriprise Financial Inc. 0.01% Add +36.0% 203,844 $29.6M
Royce & Associates LP 0.24% Reduce -26.4% 201,587 $29.3M
Lodge Hill Capital, LLC 4.87% New 200,000 $29.1M
Wellington Management Group LLP 0.01% New 198,604 $28.9M
Tidal Investments LLC 0.07% Add +3.0% 192,679 $28.0M
AQR Capital Management 0.01% Add +7.0% 193,212 $27.8M
Millennium Management 0.02% Add +16.4% 190,980 $27.8M
Wells Fargo & Company 0.00% Add +1.8% 185,589 $27.0M
Alliancebernstein L.P. 0.01% Add +97.5% 267,535 $26.9M
Baird Financial Group, Inc. 0.04% New 182,767 $26.6M
Stansberry Asset Management, LLC 2.54% Reduce -2.2% 181,740 $26.4M
Becker Capital Management Inc. 0.69% Reduce -3.6% 176,211 $25.6M
Cartenna Capital, LP 0.94% Add +16.7% 175,000 $25.4M
Neuberger Berman Group LLC 0.02% Add +1671.0% 174,850 $25.4M
TD Waterhouse Canada Inc. 0.07% Add +55.3% 178,506 $25.3M
Raymond James Financial Inc. 0.01% Reduce -5.9% 173,163 $25.2M
Congruence Capital, LLC 6.48% Add +7.1% 170,586 $24.8M
Rhumbline Advisers 0.02% Add +0.6% 170,264 $24.7M
Tema ETFs LLC 0.80% Add +3.5% 169,397 $24.6M
Dilation Capital Management LP 9.73% New 165,945 $24.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.1% 162,691 $23.6M
Bank of Nova Scotia 0.04% New 157,439 $22.9M
Clean Energy Transition LLP 1.57% Reduce -53.1% 155,419 $22.6M
Walleye Capital LLC 0.12% Reduce -45.9% 153,584 $22.3M
California Public Employees Retirement System 0.01% Add +4.7% 148,936 $21.6M
Wedge Capital Management L L P 0.35% Reduce -13.9% 147,483 $21.4M
Envestnet Asset Management Inc. 0.01% Add +2.0% 145,701 $21.2M
First Eagle Investment Management, LLC 0.03% Add +54.9% 142,297 $20.7M
Franklin Resources Inc. 0.00% Add +13.3% 131,020 $19.0M
Brandes Investment Partners, LP 0.13% Reduce -48.8% 129,668 $18.8M
Swiss National Bank 0.01% Reduce -1.1% 129,500 $18.8M
Swedbank AB 0.02% New 127,200 $18.5M
Janney Montgomery Scott LLC 0.03% Reduce -8.6% 117,773 $17.1M
Westwood Holdings Group Inc. 0.13% Reduce -45.9% 117,121 $17.0M
LSV Asset Management 0.03% Reduce -1.3% 117,100 $17.0M
Pinnbrook Capital Management LP 2.74% New 113,500 $16.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -4.7% 112,277 $16.3M
Wealth High Governance Capital Ltda 4.80% Add +57.4% 110,445 $16.0M
BW Gestao de Investimentos Ltda. 0.39% Add +57.4% 110,445 $16.0M
Retirement Systems of Alabama 0.05% Reduce -10.4% 105,411 $15.3M
Van Lanschot Kempen Investment Management N.V. 0.12% Reduce -54.9% 105,363 $15.3M
Man Group plc 0.03% Reduce -31.1% 103,854 $15.1M
SG Americas Securities, LLC 0.01% Reduce -22.7% 103,362 $15.0M
Voloridge Investment Management, LLC 0.06% Add +174.8% 100,787 $14.6M
Canada Pension Plan Investment Board 0.01% New 94,800 $13.8M
Treasurer of the State of North Carolina 0.03% Add +248.6% 93,325 $13.6M
Cinctive Capital Management LP 0.52% Add +69.8% 90,535 $13.2M
Creative Planning 0.01% Add +23.4% 89,835 $13.1M
Granite Investment Partners, LLC 0.67% New 89,456 $13.0M
Citadel Advisors 0.01% Add +28.9% 89,256 $13.0M
Legal & General Group Plc 0.00% Reduce -2.4% 89,004 $12.9M
Rockefeller Capital Management L.P. 0.02% Reduce -42.4% 79,828 $11.6M
Daiwa Securities Group Inc. 0.03% New 78,214 $11.4M
California State Teachers Retirement System 0.01% Reduce -2.7% 76,133 $11.1M
New York State Teachers Retirement System 0.02% Reduce -0.3% 76,031 $11.0M
Castleark Management LLC 0.30% Add +86.7% 75,400 $11.0M
State of Alaska, Department of Revenue 0.11% Reduce -9.4% 75,164 $10.9M
Pembroke Management, LTD 1.39% New 74,257 $10.8M
State Board of Administration of Florida Retirement System 0.02% Add +4.8% 73,523 $10.7M
Advisors Capital Management, LLC 0.11% Reduce -2.2% 71,487 $10.4M
Point72 Asset Management 0.02% Reduce -54.6% 70,805 $10.3M
Peregrine Investment Management Inc. 4.33% No change 70,000 $10.2M
Soros Fund Management 0.18% New 70,000 $10.2M
Acadian Asset Management LLC 0.01% Add +89.0% 69,058 $10.0M
Ceredex Value Advisors LLC 0.28% Reduce -38.5% 68,300 $9.9M
Steward Partners Investment Advisory, LLC 0.05% Add +16.4% 66,427 $9.7M
Phocas Financial Corp. 1.33% Reduce -5.0% 65,888 $9.6M
Baker Ellis Asset Management LLC 0.98% Add +1.7% 65,243 $9.5M
Empowered Funds, LLC 0.05% Add +761.5% 64,831 $9.4M
Voya Investment Management LLC 0.01% Add +66.4% 60,954 $8.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -3.4% 57,932 $8.4M
Fifth Third Bancorp 0.01% Reduce -11.5% 56,181 $8.2M
Van Den Berg Management I, Inc. 1.72% Reduce -5.3% 56,168 $8.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +3.7% 55,749 $8.1M
Rokos Capital Management LLP 0.10% New 55,317 $8.0M
Highland Capital Management, LLC 0.37% Reduce -0.2% 54,820 $8.0M
Mercer Global Advisors Inc. 0.01% Add +7.5% 54,146 $7.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.07% Reduce -13.4% 52,410 $7.6M
D. E. Shaw & Co. 0.01% Reduce -63.6% 52,402 $7.6M
Corient Private Wealth LP 0.01% Add +168.9% 51,894 $7.5M
LPL Financial LLC 0.00% Add +10.0% 50,776 $7.4M
Interval Partners, LP 0.24% New 50,522 $7.3M
Cannell & Spears LLC 0.12% New 47,740 $6.9M
Moore Capital Management, LP 0.16% New 47,300 $6.9M
Erste Asset Management GmbH 0.05% Add +28.4% 46,794 $6.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.1% 45,376 $6.6M
KTF Investments, LLC 0.66% Add +121.4% 45,222 $6.6M
CSM Advisors, LLC 0.14% Reduce -22.2% 43,711 $6.3M
Roubaix Capital, LLC 2.24% New 42,931 $6.2M
ArrowMark Colorado Holdings LLC 0.25% Reduce -69.7% 41,681 $6.1M
Tribune Investment Group LP 4.07% New 41,520 $6.0M
Royal Bank of Canada 0.00% Add +3.9% 41,224 $6.0M
ExodusPoint Capital Management, LP 0.05% New 39,363 $5.7M
Lazard Asset Management LLC 0.01% Add +70.8% 39,205 $5.7M
XTX Topco Ltd 0.07% New 38,553 $5.6M
Hudson Bay Capital Management LP 0.03% Reduce -16.2% 38,275 $5.6M
Scopus Asset Management, L.P. 0.13% Add +33.9% 36,886 $5.4M
Moody National Bank Trust Division 0.44% Add +95.0% 36,495 $5.3M
Graham Capital Management, L.P. 0.20% Reduce -4.8% 36,100 $5.2M
Tredje AP-fonden 0.02% New 36,000 $5.2M
Susquehanna International Group, LLP 0.00% Add +120.5% 35,084 $5.1M
Bar Harbor Wealth Management 0.27% Reduce -0.1% 35,057 $5.1M
South Dakota Investment Council 0.09% Reduce -4.9% 35,018 $5.1M
Portolan Capital Management, LLC 0.19% New 34,861 $5.1M
Oppenheimer Asset Management Inc. 0.05% Add +0.3% 33,967 $4.9M
Candelo Capital Management LP 3.38% New 31,705 $4.6M
Linden Thomas Advisory Services, LLC 0.37% Add +1.9% 31,472 $4.6M
Edgestream Partners, L.P. 0.13% New 31,089 $4.5M
Tocqueville Asset Management L.P. 0.06% Reduce -0.1% 31,007 $4.5M
Cozad Asset Management Inc. 0.29% Add +7.8% 30,513 $4.4M
MetLife Investment Management, LLC 0.02% Reduce -2.3% 30,467 $4.4M
Natixis Advisors, LLC 0.01% Add +22.0% 30,326 $4.4M
Barclays PLC 0.00% Reduce -34.4% 29,913 $4.3M
GHP Investment Advisors, Inc. 0.16% Add +22.4% 29,294 $4.3M
Jupiter Topco LLC 0.00% — 28,919 $4.2M
Handelsbanken Fonder AB 0.01% Add +59.2% 28,785 $4.2M
Police & Firemen's Retirement System of New Jersey 0.03% Add +4.4% 28,737 $4.2M
Amalgamated Bank 0.03% Reduce -3.8% 28,044 $4.1M
Uncommon Cents Investing LLC 0.87% Add +0.2% 27,740 $4.0M
Focus Partners Wealth 0.00% Reduce -24.4% 27,274 $4.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +18.4% 26,350 $3.8M
Vanguard Global Advisers, LLC 0.00% Reduce -22.2% 25,897 $3.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -1.1% 25,741 $3.7M
CIBC Bancorp USA Inc. 0.00% New 25,399 $3.7M
State of Tennessee, Department of Treasury 0.01% Reduce -1.8% 25,219 $3.7M
Boston Partners 0.00% Reduce -4.5% 25,203 $3.7M
Pinnacle Associates Ltd. 0.04% Reduce -0.8% 24,746 $3.6M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.1% 23,728 $3.4M
Mutual of America Capital Management LLC 0.03% Reduce -3.3% 23,488 $3.4M
Uniplan Investment Counsel, Inc. 0.32% Add +41.9% 23,082 $3.4M
Citigroup Inc. 0.00% Add +86.3% 22,729 $3.3M
Diversified Trust Co. 0.05% Add +65.0% 22,589 $3.3M
Horizon Investments, LLC 0.04% Reduce -42.5% 22,461 $3.3M
Orion Porfolio Solutions, LLC 0.02% Reduce -5.2% 22,272 $3.2M
Fruth Investment Management 0.76% Reduce -0.5% 22,074 $3.2M
Illinois Municipal Retirement Fund 0.04% Add +105.5% 22,014 $3.2M
Ameritas Investment Partners, Inc. 0.08% Reduce -0.2% 21,309 $3.1M
Sittner & Nelson, LLC 0.97% Add +0.0% 21,244 $3.1M
Brevan Howard Capital Management LP 0.05% Reduce -14.2% 21,083 $3.1M
Calamos Advisors LLC 0.02% Add +606.7% 20,989 $3.1M
Monument Capital Management 0.59% New 20,299 $2.9M
Arkadios Wealth Advisors 0.05% Add +2.2% 20,215 $2.9M
Teachers Retirement System of the State of Kentucky 0.02% No change 20,171 $2.9M
Public Employees Retirement System of Ohio 0.01% Add +0.7% 19,933 $2.9M
Boothbay Fund Management, LLC 0.06% Add +1.2% 19,545 $2.8M
Bradley Foster & Sargent Inc. 0.04% Add +94.1% 19,490 $2.8M
Summit Trail Advisors, LLC 0.04% Reduce -27.5% 19,444 $2.8M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 19,400 $2.8M
Oliver Luxxe Assets LLC 0.41% Reduce -38.0% 19,129 $2.8M
Massar Capital Management, LP 0.95% New 19,009 $2.8M
Buckland Partners Management Co LLC 1.35% No change 19,000 $2.8M
Trexquant Investment LP 0.02% Reduce -88.4% 18,548 $2.7M
Louisiana State Employees Retirement System 0.04% Add +0.5% 18,500 $2.7M
Weiss Asset Management LP 0.05% New 18,465 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -6.3% 18,453 $2.7M
Beese Fulmer Investment Management, Inc. 0.15% Add +0.4% 18,395 $2.7M
Informed Momentum Co LLC 0.24% Reduce -46.7% 18,265 $2.7M
Arizona State Retirement System 0.01% Reduce -2.0% 17,810 $2.6M
O'shaughnessy Asset Management, LLC 0.01% Add +68.6% 17,771 $2.6M
Stifel Financial Corp. 0.00% Add +40.3% 17,724 $2.6M
Clearbridge Investments, LLC 0.00% Add +1.2% 17,416 $2.5M
Vanguard Investments Australia, Ltd. 0.01% No change 17,239 $2.5M
Prudential Financial Inc. 0.00% Add +340.3% 17,073 $2.5M
Security National Bank of So Dak 1.13% Reduce -3.0% 16,790 $2.4M
Assenagon Asset Management S.A. 0.00% New 16,768 $2.4M
QRG Capital Management, Inc. 0.02% Add +10.0% 16,717 $2.4M
Vestmark Advisory Solutions, Inc. 0.02% Add +96.3% 16,696 $2.4M
King Luther Capital Management Corp. 0.01% New 16,631 $2.4M
Truist Financial Corp. 0.00% Add +17.0% 16,519 $2.4M
Amica Mutual Insurance Co. 0.20% No change 16,264 $2.4M
Cookson Peirce & Co. Inc. 0.08% Add +4.2% 16,085 $2.3M
Security National Bank of Sioux City Iowa 0.95% Add +14.4% 15,921 $2.3M
HighTower Advisors, LLC 0.00% Add +3.7% 15,802 $2.3M
SummitTX Capital, L.P. 0.06% Reduce -63.1% 15,783 $2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -4.7% 15,140 $2.2M
Oak Harvest Investment Services 0.20% New 15,000 $2.2M
Cresset Asset Management, LLC 0.01% Add +83.2% 14,872 $2.2M
State of Michigan Retirement System 0.01% Reduce -2.6% 14,823 $2.2M
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -71.3% 14,671 $2.1M
KLP Kapitalforvaltning As 0.01% No change 14,600 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 14,226 $2.1M
Williamson Legacy Group, LLC 1.02% New 14,122 $2.1M
Cerity Partners LLC 0.00% Add +7.5% 14,089 $2.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +8.9% 14,057 $2.0M
Sona Asset Management (us) LLC 0.10% No change 14,000 $2.0M
Oppenheimer & Co. Inc. 0.02% Reduce -7.1% 13,960 $2.0M
Pathstone Holdings, LLC 0.01% Add +1.6% 13,942 $2.0M
WESCAP Management Group, Inc. 0.38% Reduce -3.5% 13,858 $2.0M
Harbor Capital Advisors, Inc. 0.14% Reduce -16.5% 13,725 $2.0M
Teacher Retirement System of Texas 0.01% Reduce -28.6% 13,666 $2.0M
M&T Bank Corp 0.01% Reduce -5.2% 13,482 $2.0M
New Mexico Educational Retirement Board 0.05% No change 13,477 $2.0M
GMO 0.00% Reduce -27.0% 13,426 $2.0M
New Age Alpha Advisors, LLC 0.08% New 13,332 $1.9M
Algert Global LLC 0.02% New 13,110 $1.9M
Oregon Public Employees Retirement Fund 0.02% No change 13,058 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +101.4% 15,099 $1.9M
Callan Family Office, LLC 0.04% Reduce -10.5% 12,661 $1.8M
Hancock Whitney Corp. 0.03% New 12,360 $1.8M
GAMCO Investors 0.02% Reduce -0.9% 12,344 $1.8M
Sanctuary Advisors, LLC 0.01% Add +0.1% 12,175 $1.8M
Nisa Investment Advisors, LLC 0.01% Add +6.3% 11,984 $1.7M
Bank of Montreal 0.00% Add +29.4% 11,971 $1.7M
Readystate Asset Management LP 0.11% New 11,946 $1.7M
Allstate Corp. 0.02% Add +0.8% 11,867 $1.7M
Wellington Shields Capital Management, LLC 0.21% New 11,225 $1.6M
Fairvoy Private Wealth, LLC 0.32% New 11,031 $1.6M
Integrated Quantitative Investments LLC 0.26% Add +18.1% 11,001 $1.6M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +75.8% 10,898 $1.6M
PNC Financial Services Group, Inc. 0.00% Add +8.5% 10,696 $1.6M
Ethic Inc. 0.02% Add +251.8% 10,454 $1.5M
Sequoia Financial Advisors, LLC 0.01% Reduce -10.7% 10,189 $1.5M
State of Wyoming 0.15% Add +45.3% 10,091 $1.5M
Atria Investments, Inc 0.01% Add +16.2% 9,992 $1.5M
Schonfeld Strategic Advisors LLC 0.01% New 9,963 $1.4M
Group One Trading LLC 0.04% New 9,931 $1.4M
Kornitzer Capital Management Inc. 0.03% Reduce -4.9% 9,854 $1.4M
Jones Financial Companies LLLP 0.00% Add +29.6% 10,132 $1.4M
Captrust Financial Advisors 0.00% Add +0.8% 9,678 $1.4M
Pictet Asset Management Holding SA 0.00% Reduce -14.9% 9,509 $1.4M
Chilton Investment Co. Inc. 0.03% New 9,450 $1.4M
Cetera Investment Advisers 0.00% Reduce -3.8% 9,390 $1.4M
Nordea Investment Management AB 0.00% New 9,168 $1.3M
Skylands Capital, LLC 0.16% Reduce -48.6% 9,050 $1.3M
Simplex Trading, LLC 0.03% Add +590.2% 9,021 $1.3M
Ritholtz Wealth Management 0.02% Add +37.9% 9,003 $1.3M
&partners 0.01% Reduce -14.7% 8,971 $1.3M
Pinnacle Financial Partners, Inc. 0.01% New 8,906 $1.3M
State of Wisconsin Investment Board 0.00% Add +34.3% 8,616 $1.3M
Xponance LLC 0.01% Add +13.0% 8,571 $1.2M
Deutsche Bank AG 0.00% Add +4.8% 8,381 $1.2M
Jackson Creek Investment Advisors LLC 0.40% New 8,836 $1.2M
Hantz Financial Services, Inc. 0.02% Add +5.2% 8,248 $1.2M
Sig Brokerage, LP 0.19% Add +186.1% 8,072 $1.2M
Ashton Thomas Private Wealth, LLC 0.02% Reduce -3.6% 8,044 $1.2M
Coldstream Capital Management Inc. 0.01% Add +9.9% 8,013 $1.2M
IMC-Chicago, LLC 0.01% New 7,999 $1.2M
Burney Co./ 0.03% Reduce -1.6% 7,954 $1.2M
Wellington Shields & Co., LLC 0.26% New 7,900 $1.1M
Gateway Investment Advisers LLC 0.01% New 7,690 $1.1M
Gallo Partners, LP 2.46% New 7,637 $1.1M
Chicago Partners Investment Group LLC 0.02% Add +67.6% 7,634 $1.1M
Syon Capital LLC 0.05% Add +8.5% 7,370 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -25.0% 7,295 $1.1M
Knights of Columbus Asset Advisors LLC 0.05% Reduce -6.9% 7,249 $1.1M
MML Investors Services, LLC 0.00% Add +21.4% 7,195 $1.0M
Pacer Advisors, Inc. 0.00% Reduce -5.3% 7,078 $1.0M
Public Employees Retirement Association of Colorado 0.00% No change 6,940 $1.0M
EP Wealth Advisors, LLC 0.00% Add +199.8% 6,901 $1.0M
Ifrah Financial Services, Inc. 0.24% Reduce -1.0% 6,744 $980K
Osaic Holdings, Inc. 0.00% Add +46.3% 6,676 $971K
Caprock Group, LLC 0.02% New 6,483 $942K
Engineers Gate Manager LP 0.01% Reduce -68.8% 6,320 $918K
Sheets Smith Wealth Management 0.09% Add +2.1% 6,079 $883K
Winslow Asset Management Inc. 0.15% Add +1.7% 5,931 $862K
Swiss Life Asset Management Ltd 0.00% Add +53.6% 5,887 $855K
Quadrant Capital Group LLC 0.02% Add +0.5% 5,672 $824K
Frec Markets, Inc. 0.07% Add +131.8% 5,655 $822K
SIH Partners, LLLP 0.03% Add +89.4% 5,508 $800K
Amundi 0.00% Reduce -38.5% 5,467 $794K
Choreo, LLC 0.01% Add +14.6% 5,402 $785K
Aaron Wealth Advisors LLC 0.04% Add +87.9% 5,157 $749K
Huntington National Bank 0.00% Reduce -7.3% 5,157 $749K
Union Bancaire Privee, UBP SA 0.01% New 5,982 $745K
Washington Capital Management, Inc. 0.49% Reduce -28.4% 5,050 $734K
Fortune Financial Advisors, LLC 0.31% No change 5,050 $734K
Commerce Bank 0.00% No change 5,050 $734K
Commonwealth Equity Services, LLC 0.00% Add +0.0% 5,011 $728K
Exchange Traded Concepts, LLC 0.00% Reduce -17.0% 4,925 $716K
Jane Street Group, LLC 0.00% Reduce -96.6% 4,908 $713K
Brasada Capital Management, LP 0.13% New 4,900 $712K
Federated Hermes, Inc. 0.00% Reduce -3.0% 4,886 $710K
United Capital Financial Advisors, LLC 0.00% Reduce -1.2% 4,825 $701K
Blackstone Inc. 0.00% New 4,662 $677K
Inspire Investing, LLC 0.03% Reduce -9.3% 4,661 $677K
Royal Fund Management, LLC 0.06% No change 4,631 $673K
Stonehage Fleming Financial Services Holdings Ltd 0.02% New 4,600 $668K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.8% 4,569 $664K
Ensign Peak Advisors, Inc 0.00% No change 4,433 $644K
Securian Asset Management, Inc. 0.02% No change 4,672 $644K
Intrust Bank NA 0.05% Reduce -1.5% 4,377 $636K
Diversify Advisory Services, LLC 0.01% New 4,486 $633K
Diversify Wealth Management, LLC 0.01% Add +0.7% 4,486 $633K
First Bank & Trust 0.09% Reduce -1.6% 4,336 $630K
Great Lakes Advisors, LLC 0.00% Add +0.1% 4,336 $630K
US Bancorp \de 0.00% Add +23.9% 4,147 $603K
HUB Investment Partners, LLC 0.01% Add +39.3% 3,972 $577K
Park Avenue Securities LLC 0.00% Add +6.5% 3,872 $563K
Lanark Financial, Inc. 0.04% Reduce -0.6% 3,843 $558K
Glenmede Trust Co. NA 0.00% Add +0.5% 3,836 $557K
Crestwood Advisors Group, LLC 0.01% Add +28.1% 3,789 $551K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +49.9% 3,759 $546K
Connable Office Inc. 0.05% Reduce -13.2% 3,691 $536K
JMN Financial LLC 0.42% Add +19.4% 3,689 $536K
Evolve Private Wealth, LLC 0.03% New 3,684 $535K
Praxis Investment Management Inc. 0.03% No change 3,660 $532K
Crossmark Global Holdings, Inc. 0.01% Add +3.3% 3,584 $521K
DNB Asset Management AS 0.00% Reduce -13.9% 3,532 $513K
First Citizens Bank & Trust Co. 0.01% No change 3,500 $509K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 3,500 $509K
Lido Advisors, LLC 0.00% New 3,454 $502K
Independent Advisor Alliance 0.01% Add +30.4% 3,431 $499K
Maryland State Retirement & Pension System 0.01% Add +13.0% 3,412 $496K
Utah Retirement Systems 0.00% No change 3,400 $494K
Fox Run Management, L.L.C. 0.08% New 3,324 $483K
Summit Financial Wealth Advisors, LLC 0.06% Add +23.6% 3,308 $481K
Levin Capital Strategies, L.P. 0.03% New 3,263 $474K
Tower Research Capital LLC (TRC) 0.01% Add +53.4% 3,255 $473K
Baker Avenue Asset Management, LP 0.01% Add +28.4% 3,217 $467K
Kera Capital Partners, Inc. 0.04% New 3,110 $452K
iSAM Funds (UK) Ltd 0.32% Reduce -78.5% 3,100 $450K
Parallel Advisors, LLC 0.01% Add +3.4% 3,070 $446K
Avantax Planning Partners, Inc. 0.01% Reduce -1.1% 3,019 $439K
Sagewood Asset Management LP 0.10% Add +12.4% 3,013 $438K
Easterly Investment Partners LLC 0.02% New 3,000 $436K
Summit Financial, LLC 0.00% Add +12.3% 2,974 $432K
Perigon Wealth Management, LLC 0.01% New 2,911 $423K
Permanent Capital Management, LP 0.06% New 2,870 $417K
Panagora Asset Management Inc. 0.00% No change 2,842 $413K
Certuity, LLC 0.02% Add +19.9% 2,835 $412K
Savant Capital, LLC 0.00% New 3,283 $409K
Arax Advisory Partners 0.00% Add +762.5% 2,803 $407K
White Pine Capital LLC 0.09% No change 2,719 $395K
Oxford Financial Group, LTD. LLC 0.02% Add +0.5% 2,637 $383K
Caisse de depot et placement du Quebec 0.00% Reduce -84.5% 2,600 $378K
Smartleaf Asset Management LLC 0.01% No change 2,626 $377K
Resolute Capital, LLC 0.13% New 2,586 $376K
Guyasuta Investment Advisors Inc. 0.02% No change 2,580 $375K
HM Payson & Co. 0.01% Add +9.1% 2,580 $375K
Redwood Family Wealth LLC 0.33% Add +2.1% 2,553 $371K
Counterpoint Mutual Funds LLC 0.04% New 2,551 $371K
Fifth Third Wealth Advisors LLC 0.01% Reduce -0.6% 2,521 $366K
ProShare Advisors LLC 0.00% Reduce -1.9% 2,495 $363K
Integrated Investment Consultants, LLC 0.07% Reduce -0.4% 2,461 $358K
Atlas Capital Advisors Inc. 0.04% Add +311.3% 2,431 $353K
Koshinski Asset Management, Inc. 0.02% Add +0.3% 2,389 $347K
Lighthouse Financial LLC 0.18% No change 2,326 $338K
KBC Group NV 0.00% No change 2,287 $332K
Optas, LLC 0.05% Reduce -0.9% 2,240 $326K
Edmp, Inc. 0.26% Reduce -29.0% 2,228 $324K
Blair William & Co. 0.00% Reduce -44.7% 2,203 $320K
CIBC Asset Management Inc 0.00% No change 2,177 $316K
Inceptionr LLC 0.08% New 2,176 $316K
Equitable Trust Co. 0.01% No change 2,159 $314K
Stratos Wealth Partners, LTD. 0.00% Add +5.6% 2,124 $309K
Vestcor Inc 0.01% No change 2,121 $308K
Sterling Capital Management LLC 0.01% Reduce -7.1% 2,117 $308K
Money Concepts Capital Corp. 0.01% Add +0.3% 2,090 $304K
DekaBank Deutsche Girozentrale 0.00% No change 3,158 $302K
Shelton Capital Management 0.01% Reduce -2.0% 2,039 $296K
Larson Financial Group LLC 0.01% Add +43.7% 2,025 $294K
Advisory Services Network, LLC 0.00% Reduce -2.2% 2,010 $292K
Wilmington Savings Fund Society, FSB 0.01% No change 2,000 $291K
Ancora Advisors LLC 0.01% Reduce -30.5% 2,000 $291K
Mairs & Power Inc. 0.00% No change 2,000 $291K
HB Wealth Management, LLC 0.00% Reduce -1.0% 1,994 $290K
Dorsey & Whitney Trust CO LLC 0.01% New 1,962 $285K
Martingale Asset Management L P 0.01% New 1,957 $284K
Allianz Asset Management GmbH 0.00% New 1,957 $284K
STRS Ohio 0.00% Add +29.8% 1,942 $282K
Denali Advisors LLC 0.03% New 1,915 $278K
Laird Norton Wetherby Trust Company, LLC 0.01% New 1,915 $278K
Signaturefd, LLC 0.00% Add +22.8% 1,890 $275K
Stephens Inc. 0.00% New 1,887 $274K
Checchi Capital Advisers, LLC 0.02% Reduce -20.2% 1,869 $272K
North Dakota State Investment Board 0.01% New 1,860 $270K
AlphaCore Capital LLC 0.00% New 1,844 $268K
NewEdge Advisors, LLC 0.00% Add +930.2% 1,844 $268K
Evergreen Capital Management LLC 0.00% New 1,837 $267K
Grandfield & Dodd, LLC 0.01% New 1,800 $262K
Bayforest Capital Ltd 0.24% Add +239.5% 1,752 $255K
Mariner, LLC 0.00% New 1,724 $251K
Net Worth Advisory Group 0.06% New 1,698 $247K
Principal Securities, Inc. 0.00% New 1,685 $245K
Gsa Capital Partners LLP 0.02% New 1,677 $244K
GAMMA Investing LLC 0.01% Add +20.5% 1,666 $242K
Farther Finance Advisors, LLC 0.00% Reduce -9.6% 1,647 $239K
Trust Point Inc. 0.02% New 1,631 $237K
Quadrature Capital Ltd 0.00% Reduce -72.9% 1,625 $236K
Merit Financial Group, LLC 0.00% New 1,625 $236K
Compound Planning, Inc. 0.01% New 1,610 $234K
Builder Investment Group Inc. 0.05% New 1,600 $233K
MAI Capital Management 0.00% Add +12.4% 1,598 $232K
Aviva PLC 0.00% New 1,596 $232K
Affinity Wealth LLC 0.12% New 1,584 $230K
Thomasville National Bank 0.01% — 1,584 $230K
Claret Asset Management Corp 0.02% Reduce -49.7% 1,573 $229K
Vident Advisory, LLC 0.00% Reduce -64.7% 1,564 $227K
Diversified Management Inc. 0.05% New 1,560 $227K
Greenleaf Trust 0.00% New 1,553 $226K
Probity Advisors, Inc. 0.03% New 1,547 $225K
Aigen Investment Management, LP 0.06% New 1,538 $224K
Portside Wealth Group, LLC 0.03% New 1,530 $222K
Kohmann Bosshard Financial Services, LLC 0.02% New 1,528 $222K
Presper Financial Architects, LLC 0.12% New 1,517 $220K
Kestra Advisory Services, LLC 0.00% New 1,505 $219K
Alpine Bank Wealth Management 0.03% New 1,500 $218K
Sather Financial Group Inc 0.01% New 1,500 $218K
Texas Yale Capital Corp. 0.00% New 1,500 $218K
NorthCrest Asset Manangement, LLC 0.01% New 1,557 $215K
FLC Capital Advisors 0.04% New 1,474 $214K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 1,462 $212K
Vise Technologies, Inc. 0.00% New 1,452 $211K
Cornerstone Wealth Group, LLC 0.01% New 1,452 $211K
Mgo One Seven LLC 0.00% New 1,426 $207K
Lecap Asset Management Ltd. 0.09% Reduce -88.6% 1,420 $206K
Composition Wealth, LLC 0.00% New 1,407 $204K
Confluence Wealth Services, Inc. 0.01% New 1,400 $203K
Argent Trust Co 0.01% New 1,399 $203K
Inscription Capital, LLC 0.02% New 1,390 $202K
USA Financial Formulas 0.03% — 1,276 $185K
Versant Capital Management, Inc 0.02% Add +26.9% 1,264 $184K
Twin Tree Management, LP 0.03% New 1,260 $183K
Glen Eagle Advisors, LLC 0.02% No change 1,200 $174K
Institute for Wealth Management, LLC. 0.01% New 1,131 $164K
Northwestern Mutual Wealth Management Co. 0.00% Add +55.5% 1,112 $162K
Blue Trust, Inc. 0.00% Reduce -18.1% 1,088 $158K
Caldwell Sutter Capital, Inc. 0.06% No change 1,025 $149K
Parvin Asset Management, LLC 0.11% Add +4.9% 965 $140K
Gen-Wealth Partners Inc 0.04% No change 946 $137K
Hilltop National Bank 0.03% No change 931 $135K
Quent Capital, LLC 0.01% Add +0.5% 897 $130K
First Horizon Corp. 0.01% Add +12.7% 887 $129K
Bessemer Group Inc. 0.00% Add +0.7% 868 $126K
Manchester Capital Management LLC 0.01% Reduce -0.1% 702 $102K
Covestor Ltd 0.06% Reduce -85.5% 661 $96K
Global Retirement Partners, LLC 0.00% — 562 $82K
Brown Brothers Harriman & Co. 0.00% No change 523 $76K
Toronto Dominion Bank 0.00% New 480 $70K
CoreCap Advisors, LLC 0.00% Reduce -18.1% 462 $67K
Nomura Asset Management Co. Ltd. 0.00% Reduce -28.1% 460 $67K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.02% New 456 $66K
Parkside Financial Bank & Trust 0.00% Add +21.2% 446 $65K
EverSource Wealth Advisors, LLC 0.00% Reduce -43.6% 423 $61K
Ramirez Asset Management, Inc. 0.01% No change 400 $58K
SJS Investment Consulting Inc. 0.01% Add +4.3% 392 $57K
V-Square Quantitative Management LLC 0.01% No change 364 $53K
UMB Bank, n.a. 0.00% Add +21.1% 350 $51K
Rothschild Investment LLC 0.00% Add +484.5% 339 $49K
Mather Group, Llc. 0.00% No change 326 $47K
Quest 10 Wealth Builders, Inc. 0.03% No change 300 $44K
JFS Wealth Advisors, LLC 0.00% Add +1.1% 283 $41K
Trust Co. of Vermont 0.00% — 283 $41K
Vanguard National Trust Co 0.00% No change 265 $39K
Elevation Wealth Partners, LLC 0.01% Add +420.0% 260 $38K
MTM Investment Management, LLC 0.01% No change 256 $37K
Allworth Financial LP 0.00% Add +23.1% 256 $37K
Westside Investment Management, Inc. 0.00% No change 246 $36K
Beacon Investment Advisory Services, Inc. 0.00% No change 225 $33K
Quantum Portfolio Management LLC 0.01% New 220 $32K
Axiom Investment Management LLC 0.02% No change 200 $29K
Rosenberg Matthew Hamilton 0.01% No change 196 $28K
True Wealth Design, LLC 0.01% Add +123.0% 194 $28K
Eurizon Capital SGR S.p.A. 0.00% No change 187 $27K
JPL Wealth Management, LLC 0.01% Add +56.9% 182 $26K
Key Financial Inc 0.00% No change 178 $26K
LRI Investments, LLC 0.00% Reduce -15.2% 178 $26K
City State Bank 0.01% No change 170 $25K
DT Investment Partners, LLC 0.00% No change 156 $23K
Assetmark, Inc. 0.00% Add +1.3% 153 $22K
Cherry Tree Wealth Management, LLC 0.00% No change 136 $20K
CVA Family Office, LLC 0.00% Add +9.1% 132 $19K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -11.1% 136 $19K
Keating Financial Advisory Services, Inc. 0.00% Add +2.6% 118 $17K
Fourth Dimension Wealth, LLC 0.01% No change 117 $17K
Meeder Asset Management Inc. 0.00% Reduce -14.5% 106 $15K
Rossby Financial, LCC 0.00% Add +1.0% 103 $15K
Clearstead Trust, LLC 0.00% No change 101 $15K
Evolution Wealth Management Inc. 0.01% No change 100 $15K
Silver Grove Financial Group, Inc. 0.01% New 100 $15K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +9.9% 100 $15K
Danske Bank A/S 0.00% No change 100 $15K
Clearstead Advisors, LLC 0.00% Reduce -4.0% 97 $14K
CENTRAL TRUST Co 0.00% No change 95 $14K
Spire Wealth Management 0.00% No change 93 $14K
Coastline Trust Co 0.00% No change 88 $13K
Los Angeles Capital Management LLC 0.00% Reduce -71.8% 85 $12K
Cetera Trust Company, N.A 0.01% No change 77 $11K
Private Wealth Management Group, LLC 0.00% No change 76 $11K
IMA Advisory Services, Inc. 0.00% Add +52.2% 70 $10K
Basecamp Wealth Advisors LLC 0.00% No change 68 $10K
Highline Wealth Partners LLC 0.00% Reduce -13.5% 64 $9K
Fiduciary Financial Advisors 0.00% New 68 $9K
Ascentis Wealth Management, LLC 0.00% No change 60 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -46.4% 60 $9K
Physician Wealth Advisors, Inc. 0.00% Add +32.6% 57 $8K
Fortitude Family Office, LLC 0.00% Reduce -1.7% 57 $8K
Farmers & Merchants Investments Inc. 0.00% No change 56 $8K
High Note Wealth, LLC 0.00% No change 54 $8K
Sachetta, LLC 0.00% Add +12.8% 53 $8K
Downshift Financial, LLC 0.00% New 50 $7K
SBI Securities Co., Ltd. 0.00% Add +733.3% 50 $7K
Salomon & Ludwin, LLC 0.00% No change 48 $7K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 45 $7K
Prestige Wealth Management Group LLC 0.00% No change 42 $6K
Bare Financial Services, Inc 0.00% Add +200.0% 39 $6K
Rialto Wealth Management, LLC 0.00% Add +123.5% 38 $6K
WealthCollab, LLC 0.00% No change 36 $5K
Principia Wealth Advisory, LLC 0.00% Add +29.2% 31 $5K
JDM Financial Group LLC 0.00% No change 31 $5K
Cassaday & Co Wealth Management LLC 0.00% New 29 $4K
Bruce G. Allen Investments, LLC 0.00% No change 28 $4K
Webster Bank, N. A. 0.00% No change 28 $4K
Costello Asset Management, INC 0.00% Reduce -88.5% 26 $4K
IFP Advisors, Inc 0.00% Reduce -36.6% 26 $4K
Ares Financial Consulting, LLC 0.00% No change 25 $4K
Retirement Wealth Solutions LLC 0.00% No change 25 $4K
Creative Capital Management Investments LLC 0.00% New 25 $4K
Transamerica Financial Advisors, LLC 0.00% Add +22.2% 22 $3K
Cromwell Holdings LLC 0.00% Add +100.0% 20 $3K
International Assets Investment Management, LLC 0.00% No change 20 $3K
Signature Equity Partners, LLC 0.00% Add +11.8% 19 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +28.6% 18 $3K
TD Private Client Wealth LLC 0.00% Add +80.0% 18 $3K
Cornerstone Planning Group LLC 0.00% Reduce -5.3% 18 $3K
Dunhill Financial, LLC 0.00% No change 17 $2K
Bell Investment Advisors, Inc 0.00% No change 17 $2K
Sunrise Financial Services, LLC 0.00% No change 17 $2K
Zions Bancorporation, National Association 0.00% Add +6.3% 17 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 16 $2K
MidFirst Bank 0.00% No change 16 $2K
AdvisorNet Financial, Inc 0.00% Add +6.7% 16 $2K
TD Capital Management LLC 0.00% No change 15 $2K
Rakuten Securities, Inc. 0.00% New 15 $2K
Planning Strategies Inc. 0.00% — 12 $2K
American Capital Advisory, LLC 0.00% Add +50.0% 12 $2K
FWL Investment Management, LLC 0.00% New 12 $2K
Raffa Wealth Management, LLC 0.00% No change 12 $2K
Atwood & Palmer Inc. 0.00% No change 12 $2K
HFM Investment Advisors, LLC 0.00% Add +120.0% 11 $2K
Quaker Wealth Management, LLC 0.00% Reduce -8.3% 11 $2K
Toth Financial Advisory Corp. 0.00% New 10 $1K
Dogwood Wealth Management LLC 0.00% Reduce -41.2% 10 $1K
SHP Wealth Management 0.00% Add +250.0% 7 $1K
Capital Advisors, Ltd. LLC 0.00% No change 5 $1K
Financial Consulate, Inc. 0.00% No change 6 $872
Owl Creek Wealth Partners LLC 0.00% New 5 $727
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4 $581
3 Factor Indexing, LLC 0.00% No change 2 $291
Ameriflex Group, Inc. 0.00% No change 2 $291
Essential Partners LLC 0.00% No change 2 $291
Plante Moran Financial Advisors, LLC 0.00% New 2 $291
Hughes Financial Services, LLC 0.00% No change 2 $291
DecisionPoint Financial, LLC 0.00% New 2 $284
MV Capital Management, Inc. 0.00% No change 1 $146
Maryland Capital Advisors Inc. 0.00% — 1 $146
ROSS\JOHNSON & Associates LLC 0.00% New 1 $145
Bartlett & Co. Wealth Management LLC 0.00% No change 1 $145
Navigoe, LLC 0.00% New 6 $0

"% of holder's portfolio" is TKR's weight in each manager's 13F, not the share of Timken Co. the manager owns.