Toyota Motor Corp. -Spon ADRTM

13F holders, Q4 2025 (December 31)
688holders +63
98new positions
58sold out
5famous investors
$214.05avg. 13F price*

At the end of Q4 2025, 688 institutions reported holding Toyota Motor Corp. -Spon ADR (TM) in their 13F filings, up 63 from Q3 2025. 98 opened new positions and 58 sold out. The largest holders were Fisher Asset Management ($1.5B), Morgan Stanley ($518.4M) and Goldman Sachs Group Inc. ($246.2M). 5 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Toyota Motor Corp. -Spon ADR
CUSIP
892331307
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 612Q1 2024Q2 2024: 600Q2 2024Q3 2024: 574Q3 2024Q4 2024: 608Q4 2024Q1 2025: 610Q1 2025Q2 2025: 594Q2 2025Q3 2025: 625Q3 2025Q4 2025: 688Q4 2025Q1 2026: 700Q1 2026Q2 2026: 644Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions98$49.1M
Exits58$39.4M

All 13F filers, Q3 2025 → Q4 2025: 1,919,864 shares bought and 1,445,415 shares sold, net +474,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 688 holders

Fisher Asset Management 0.51% Add +1.3% 6,995,672 $1.5B
Morgan Stanley 0.03% Add +13.0% 2,421,645 $518.4M
Goldman Sachs Group Inc. 0.04% Reduce -6.3% 1,150,167 $246.2M
Northern Trust Corp. 0.03% Reduce -0.4% 1,047,133 $224.1M
Bank of America Corp. 0.01% Reduce -36.6% 928,662 $198.8M
BlackRock, Inc. 0.00% Add +0.7% 893,741 $191.3M
FMR LLC 0.01% Add +14.0% 883,462 $189.1M
Natixis Advisors, LLC 0.16% Add +14.3% 532,334 $114.0M
Stifel Financial Corp. 0.08% Add +4.5% 439,107 $94.0M
Clark Capital Management Group, Inc. 0.56% Add +28.4% 424,296 $90.8M
Captrust Financial Advisors 0.17% Add +0.7% 410,016 $87.8M
American Century Companies Inc. 0.04% Add +14.3% 379,764 $81.3M
SRB Corp. 3.50% No change 298,092 $63.8M
Cullen Capital Management, LLC 0.55% Add +19.9% 236,355 $50.6M
JPMorgan Chase & Co. 0.00% Add +116.3% 231,614 $49.6M
Wells Fargo & Company 0.01% Add +8.7% 225,191 $48.2M
Envestnet Asset Management Inc. 0.01% Add +26.0% 220,148 $47.1M
Dimensional Fund Advisors LP 0.01% Reduce -28.4% 213,303 $45.7M
Balyasny Asset Management L.P. 0.09% Reduce -6.6% 211,904 $45.4M
Royal Bank of Canada 0.01% Add +81.2% 199,327 $42.7M
UBS Group AG 0.01% Reduce -8.9% 181,399 $38.8M
Franklin Resources Inc. 0.01% Add +79.7% 180,709 $38.7M
First Trust Advisors LP 0.03% Reduce -11.5% 175,305 $37.5M
Raymond James Financial Inc. 0.01% Add +5.8% 158,421 $33.9M
Point72 Asset Management 0.05% Add +583.0% 133,881 $28.7M
Charles Schwab Investment Management Inc. 0.00% Add +17.2% 131,529 $28.2M
Ameriprise Financial Inc. 0.01% Add +4.2% 127,403 $27.3M
Quantinno Capital Management LP 0.05% Add +44.6% 122,089 $26.1M
Creative Planning 0.02% Add +9.1% 115,179 $24.7M
LPL Financial LLC 0.01% Add +13.2% 113,252 $24.2M
Martin Investment Management, LLC 6.74% Reduce -2.3% 112,580 $24.1M
Vantage Investment Partners, LLC 1.23% No change 85,781 $18.4M
Cetera Investment Advisers 0.02% Add +21.3% 69,586 $14.9M
O'shaughnessy Asset Management, LLC 0.08% Add +24.5% 66,360 $14.2M
QRG Capital Management, Inc. 0.15% Add +8.6% 63,869 $13.7M
New Age Alpha Advisors, LLC 0.59% Reduce -9.9% 63,400 $13.6M
Bank of New York Mellon Corp 0.00% Add +8.1% 56,412 $12.1M
HITE Hedge Asset Management LLC 0.69% Reduce -55.5% 50,609 $10.8M
Stamos Capital Partners, L.P. 1.74% Reduce -8.2% 50,565 $10.8M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -80.5% 50,189 $10.7M
AQR Capital Management 0.01% Add +54.6% 48,529 $10.4M
Mercer Global Advisors Inc. 0.02% Add +3.9% 48,269 $10.3M
Mariner, LLC 0.01% Add +5.3% 47,908 $10.3M
Altrius Capital Management Inc 2.17% Add +0.5% 47,778 $10.2M
Vanguard Personalized Indexing Management, LLC 0.10% Add +3.9% 47,760 $10.2M
Heritage Investors Management Corp. 0.28% Reduce -0.4% 45,501 $9.7M
Crossmark Global Holdings, Inc. 0.13% Reduce -27.7% 43,957 $9.4M
Sei Investments Co. 0.01% Add +9.6% 40,998 $8.8M
US Bancorp \de 0.01% Add +2.2% 40,137 $8.6M
Bank of Montreal 0.00% Add +20.1% 39,210 $8.4M
New York State Common Retirement Fund 0.01% Reduce -1.6% 38,952 $8.3M
Foster & Motley Inc. 0.44% Reduce -1.0% 38,604 $8.3M
Strategic Wealth Partners, Ltd. 0.57% Add +28.1% 38,558 $8.3M
Amanah Holdings Trust 1.16% New 37,000 $7.9M
Neuberger Berman Group LLC 0.01% Add +11.5% 36,992 $7.9M
Commonwealth Equity Services, LLC 0.01% Add +56.3% 36,579 $7.8M
HighTower Advisors, LLC 0.01% Add +4.4% 35,798 $7.7M
State Street Corp. 0.00% Reduce -13.7% 35,778 $7.7M
Oppenheimer Asset Management Inc. 0.09% Add +35.3% 35,340 $7.6M
Cwm, LLC 0.02% Reduce -5.4% 35,219 $7.5M
Cerity Partners LLC 0.01% Add +11.4% 33,649 $7.2M
Laird Norton Wetherby Trust Company, LLC 0.15% New 32,759 $7.0M
Citadel Advisors 0.00% Add +182.0% 32,643 $7.0M
Vident Advisory, LLC 0.06% Reduce -2.2% 32,189 $6.9M
Moran Wealth Management, LLC 0.20% Add +60.2% 30,613 $6.6M
American Assets Investment Management, LLC 0.44% No change 30,000 $6.4M
Quadrant Capital Group LLC 0.19% Add +1.9% 29,177 $6.2M
Susquehanna International Group, LLP 0.01% Reduce -36.6% 28,581 $6.1M
MML Investors Services, LLC 0.01% Add +30.1% 28,048 $6.0M
Massachusetts Financial Services Co. 0.00% Add +2.5% 27,933 $6.0M
PNC Financial Services Group, Inc. 0.00% Reduce -0.4% 27,553 $5.9M
Inspire Trust Co, N.A. 0.95% Add +8.0% 27,000 $5.8M
Factory Mutual Insurance Co. 0.06% No change 26,698 $5.7M
Moore Capital Management, LP 0.12% New 26,500 $5.7M
Corient Private Wealth LP 0.01% Reduce -9.2% 26,003 $5.6M
Gabelli Funds LLC 0.04% Add +10.4% 25,950 $5.6M
Pathstone Holdings, LLC 0.02% Add +8.8% 25,874 $5.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.39% Reduce -23.1% 25,639 $5.5M
IFG Advisory, LLC 0.24% Add +4.6% 25,477 $5.5M
Silvercrest Asset Management Group LLC 0.04% Add +0.8% 24,756 $5.3M
Cardinal Capital Management 0.69% Add +0.3% 24,171 $5.2M
Soros Capital Management LLC 1.30% New 23,200 $5.0M
Naviter Wealth, LLC 0.64% Reduce -6.4% 22,883 $4.9M
Ethic Inc. 0.07% Add +15.8% 22,662 $4.9M
Vise Technologies, Inc. 0.09% Add +58.4% 22,585 $4.8M
Park Avenue Securities LLC 0.04% Add +15.4% 21,956 $4.7M
Bearing Point Capital, LLC 0.71% Add +8.9% 21,241 $4.5M
Callan Family Office, LLC 0.09% Add +23.3% 20,569 $4.4M
Forum Financial Management, LP 0.06% No change 20,477 $4.4M
Signaturefd, LLC 0.07% Add +2.3% 20,252 $4.3M
Orion Porfolio Solutions, LLC 0.03% Add +9.9% 19,456 $4.2M
Ieq Capital, LLC 0.01% Add +14.6% 18,411 $3.9M
&partners 0.02% Add +30.8% 18,350 $3.9M
Federated Hermes, Inc. 0.01% Reduce -4.6% 18,294 $3.9M
Northwest Bancshares, Inc. 0.75% Reduce -10.9% 18,205 $3.9M
Ritholtz Wealth Management 0.07% Add +51.6% 17,977 $3.8M
Gold Investment Management Ltd. 1.22% Add +1.8% 17,786 $3.8M
Russell Investments Group, Ltd. 0.00% Add +24.3% 17,639 $3.8M
apricus wealth, LLC 1.84% Add +1.2% 16,829 $3.6M
Rhumbline Advisers 0.00% Add +26.8% 16,545 $3.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -23.2% 16,034 $3.4M
Rockefeller Capital Management L.P. 0.01% Reduce -4.9% 15,806 $3.4M
Millennium Management 0.00% Add +176.2% 15,699 $3.4M
Qube Research & Technologies Ltd 0.00% Reduce -43.3% 15,635 $3.3M
Principal Securities, Inc. 0.05% Add +18.2% 15,507 $3.3M
National Bank of Canada 0.00% Add +1.4% 15,445 $3.3M
Pittenger & Anderson Inc. 0.13% Add +17.9% 15,325 $3.3M
Assetmark, Inc. 0.01% Add +19.8% 15,193 $3.3M
Americana Partners, LLC 0.09% Add +40.5% 14,746 $3.2M
Nuveen, LLC 0.00% Reduce -14.7% 14,669 $3.1M
Anderson Hoagland & Co. 0.27% No change 14,615 $3.1M
Brooklyn Investment Group 0.14% Add +263.6% 14,444 $3.1M
Walleye Capital LLC 0.02% Add +39.1% 14,052 $3.0M
M&T Bank Corp 0.01% Reduce -7.5% 13,661 $2.9M
Evergreen Capital Management LLC 0.06% Reduce -2.6% 13,188 $2.8M
LSV Asset Management 0.01% Reduce -6.9% 13,190 $2.8M
Cibc World Market Inc. 0.01% Add +9.6% 13,085 $2.8M
Sanctuary Advisors, LLC 0.01% Add +38.1% 12,823 $2.7M
Jones Financial Companies LLLP 0.00% Add +37.4% 12,558 $2.7M
Osaic Holdings, Inc. 0.00% Reduce -66.7% 12,058 $2.6M
Ellsworth Advisors, LLC 0.51% Add +1.9% 11,108 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Add +2.5% 11,820 $2.5M
Greenfield Seitz Capital Management, LLC 0.82% Reduce -25.7% 11,733 $2.5M
Compound Planning, Inc. 0.07% Add +23.6% 11,564 $2.5M
Focus Partners Wealth 0.00% Add +55.0% 11,537 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +11.7% 11,218 $2.4M
Eagle Global Advisors LLC 0.09% Reduce -1.2% 11,154 $2.4M
United Capital Financial Advisors, LLC 0.01% Add +80.7% 10,985 $2.4M
Robinson Value Management, Ltd. 1.26% Reduce -2.5% 10,850 $2.3M
Allspring Global Investments Holdings, LLC 0.00% Add +23.9% 10,525 $2.3M
Raelipskie Partnership 0.96% Reduce -6.5% 10,697 $2.3M
HRT Financial LP 0.01% Add +156.8% 10,593 $2.3M
Alliance Private Wealth, LLC 0.79% — 9,755 $2.3M
Truist Financial Corp. 0.00% Add +8.9% 10,457 $2.2M
Sequoia Financial Advisors, LLC 0.01% Add +4.8% 10,412 $2.2M
Integrated Quantitative Investments LLC 0.45% Reduce -6.0% 9,682 $2.1M
Aaron Wealth Advisors LLC 0.11% Add +24.7% 9,605 $2.1M
Checchi Capital Advisers, LLC 0.14% Add +2.6% 9,565 $2.0M
Scotia Capital Inc. 0.01% Add +0.5% 9,433 $2.0M
Lester Murray Antman dba SimplyRich 0.52% Reduce -0.4% 9,208 $2.0M
Caprock Group, LLC 0.04% Add +34.7% 9,158 $2.0M
Alaethes Wealth, LLC 0.55% Reduce -0.6% 9,120 $2.0M
Dakota Wealth Management 0.03% Add +440.4% 9,020 $1.9M
Gradient Investments LLC 0.03% Add +49.6% 8,812 $1.9M
Level Four Advisory Services, LLC 0.06% Reduce -0.1% 8,756 $1.9M
SWP Investment Management LLC 1.34% Add +34.0% 8,643 $1.9M
Choreo, LLC 0.02% Add +26.5% 8,574 $1.8M
Janney Montgomery Scott LLC 0.00% Add +5.4% 8,571 $1.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +7.1% 8,320 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -5.6% 8,156 $1.8M
Ballentine Partners, LLC 0.03% Reduce -5.1% 8,400 $1.8M
Lockheed Martin Investment Management Co. 0.06% Add +38.0% 8,350 $1.8M
F/m Investments LLC 0.07% Add +6.1% 8,264 $1.8M
GFS Advisors, LLC 0.21% No change 8,185 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Add +224.4% 7,990 $1.7M
Kestra Advisory Services, LLC 0.01% Add +6.7% 7,979 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.0% 7,917 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +14.6% 7,840 $1.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% New 7,713 $1.7M
Frank, Rimerman Advisors LLC 0.10% Add +152.2% 7,652 $1.6M
Grey Ledge Advisors, LLC 0.36% Reduce -7.6% 7,524 $1.6M
Cascade Financial Partners, LLC 0.16% No change 7,430 $1.6M
Landscape Capital Management, L.L.C. 0.11% Add +426.8% 7,344 $1.6M
Dorsey & Whitney Trust CO LLC 0.08% Add +9.8% 7,280 $1.6M
HHM Wealth Advisors, LLC 0.18% Reduce -0.0% 7,204 $1.5M
Hantz Financial Services, Inc. 0.02% Add +37.1% 7,170 $1.5M
Group One Trading LLC 0.05% Reduce -24.1% 7,119 $1.5M
Greenleaf Trust 0.01% Reduce -0.5% 7,092 $1.5M
NewEdge Advisors, LLC 0.01% Add +17.8% 7,015 $1.5M
Marshall Wace, LLP 0.00% Add +20.6% 6,928 $1.5M
Henry James International Management Inc. 0.46% Reduce -1.8% 6,784 $1.5M
Community Bank & Trust, Waco, Texas 0.29% Add +6.4% 6,696 $1.4M
Simplex Trading, LLC 0.04% Add +287.3% 6,650 $1.4M
Aquatic Capital Management LLC 0.04% New 6,501 $1.4M
Citigroup Inc. 0.00% Reduce -55.4% 6,403 $1.4M
Murphy, Middleton, Hinkle & Parker, Inc. 0.66% New 6,998 $1.4M
Legacy Wealth Asset Management, LLC 0.34% Reduce -12.3% 6,370 $1.4M
HighPoint Advisor Group LLC 0.03% Add +23.7% 6,348 $1.4M
Regions Financial Corp. 0.01% Add +24.8% 6,246 $1.3M
Smartleaf Asset Management LLC 0.05% Add +19.6% 6,198 $1.3M
Farther Finance Advisors, LLC 0.01% Add +202.6% 6,070 $1.3M
Tocqueville Asset Management L.P. 0.02% Reduce -3.1% 6,010 $1.3M
Glenmede Trust Co. NA 0.01% — 5,816 $1.2M
Mitchell & Pahl Private Wealth, LLC 0.52% Reduce -1.2% 5,806 $1.2M
Ativo Capital Management LLC 1.08% Reduce -6.0% 5,755 $1.2M
Meridian Investment Counsel Inc. 0.29% No change 5,713 $1.2M
Acadian Asset Management LLC 0.00% New 5,647 $1.2M
Syon Capital LLC 0.06% Add +7.7% 5,553 $1.2M
AlphaCore Capital LLC 0.03% Add +10.6% 5,515 $1.2M
Global Retirement Partners, LLC 0.02% Add +146.8% 5,508 $1.2M
Weaver Capital Management LLC 0.25% New 5,490 $1.2M
Invst, LLC 0.13% Reduce -16.6% 5,448 $1.2M
Hudson Portfolio Management LLC 1.00% No change 5,405 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -11.2% 5,123 $1.1M
Spirepoint Private Client, LLC 0.10% No change 5,000 $1.1M
Private Advisor Group, LLC 0.01% Add +6.6% 4,963 $1.1M
Physicians Financial Services, Inc. 0.27% Reduce -2.1% 4,697 $1.0M
Independent Advisor Alliance 0.02% Add +50.1% 4,672 $1.0M
Salem Investment Counselors Inc. 0.03% No change 4,662 $998K
Nisa Investment Advisors, LLC 0.00% Add +1.5% 4,637 $993K
Versant Capital Management, Inc 0.12% Add +27.1% 4,582 $981K
Total Clarity Wealth Management, Inc. 0.24% Add +2.8% 4,556 $975K
Bailard, Inc. 0.02% Reduce -6.1% 4,524 $968K
CKW Financial Group 0.10% Add +0.0% 4,523 $968K
Ovata Capital Management Ltd 0.12% New 4,500 $964K
PDS Planning, Inc 0.06% Add +15.2% 4,493 $962K
BigSur Wealth Management LLC 0.23% No change 4,470 $957K
Intrust Bank NA 0.08% Add +12.3% 4,463 $955K
Xponance LLC 0.01% Add +11.8% 4,462 $955K
TD Waterhouse Canada Inc. 0.01% Add +6.3% 4,444 $952K
Abacus Wealth Partners, LLC 0.09% New 4,380 $938K
Apollon Wealth Management, LLC 0.02% Reduce -3.8% 4,369 $935K
Valeo Financial Advisors, LLC 0.02% Add +6.1% 4,307 $922K
Moneta Group Investment Advisors LLC 0.01% Add +1.5% 4,273 $915K
CIBC Asset Management Inc 0.00% New 4,251 $910K
Bank of Stockton 0.26% Add +1.0% 4,228 $905K
Flputnam Investment Management Co. 0.01% Add +8.5% 4,208 $901K
Axxcess Wealth Management, LLC 0.02% Reduce -2.3% 4,198 $899K
Basecamp Wealth Advisors LLC 0.19% — 4,169 $892K
Henshaw Capital LLC 0.03% Add +86.7% 4,151 $889K
Parallel Advisors, LLC 0.02% Reduce -2.5% 4,131 $884K
HB Wealth Management, LLC 0.01% Add +11.3% 4,012 $859K
Keybank National Association 0.00% Add +50.6% 4,004 $857K
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0.70% — 3,966 $849K
Brian Low Financial Group, LLC 0.60% Add +16.8% 3,966 $849K
Blue Trust, Inc. 0.01% Reduce -22.0% 3,960 $848K
Allworth Financial LP 0.00% Add +6.6% 3,841 $822K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 3,815 $817K
Sivia Capital Partners, LLC 0.17% Add +63.8% 3,807 $815K
Investment Research Partners LLC 0.35% Reduce -0.2% 3,791 $812K
Montecito Bank & Trust 0.13% No change 3,776 $808K
Beacon Pointe Advisors, LLC 0.01% Add +30.9% 3,773 $808K
Bridgewater Advisors Inc. 0.05% Add +1.3% 3,528 $803K
Sage Rhino Capital LLC 0.15% Reduce -2.4% 3,744 $801K
Five Oceans Advisors 0.28% No change 3,670 $786K
BNP Paribas Financial Markets 0.00% Add +28.3% 3,664 $784K
Grandview Asset Management LLC 0.22% No change 3,663 $784K
TD Private Client Wealth LLC 0.02% Add +31.3% 3,626 $776K
Prospera Financial Services Inc 0.01% Reduce -0.1% 3,607 $772K
Legacy Bridge, LLC 0.31% No change 3,598 $770K
Diligent Investors, LLC 0.19% Add +16.2% 3,584 $767K
Linden Thomas Advisory Services, LLC 0.08% Add +3.6% 3,560 $762K
GAMMA Investing LLC 0.04% Add +22.7% 3,529 $755K
Coldstream Capital Management Inc. 0.01% Add +2.6% 3,512 $752K
HBW Advisory Services LLC 0.08% Add +5.4% 3,502 $750K
West Family Investments, Inc. 0.17% Reduce -19.1% 3,404 $729K
Atria Investments, Inc 0.01% Add +19.3% 3,376 $723K
Harbour Capital Advisors, LLC 0.15% Reduce -1.9% 3,316 $722K
Sagespring Wealth Partners, LLC 0.01% Add +6.7% 3,365 $720K
Mutual Advisors, LLC 0.02% Add +71.7% 3,358 $719K
EP Wealth Advisors, LLC 0.00% — 3,339 $715K
Lido Advisors, LLC 0.00% No change 3,727 $712K
Optas, LLC 0.11% Add +16.5% 3,320 $711K
EverSource Wealth Advisors, LLC 0.03% Add +9.4% 3,305 $707K
Fiera Capital Corp 0.00% Add +138.0% 3,256 $697K
Commerce Bank 0.00% Add +3.9% 3,254 $697K
Baird Financial Group, Inc. 0.00% Reduce -43.7% 3,240 $694K
Clear Harbor Asset Management, LLC 0.05% Reduce -4.0% 3,225 $690K
Argonautica Private Wealth Management, Inc. 0.20% Add +48.2% 3,165 $677K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.4% 3,159 $676K
Plan A Wealth LLC 0.32% Add +2.5% 3,090 $661K
J. Team Financial, Inc. 0.66% Add +25.2% 3,081 $659K
Envestnet Portfolio Solutions, Inc. 0.00% Add +20.6% 3,050 $653K
Alexander Labrunerie & Co., Inc. 0.24% No change 3,014 $645K
Rexford Capital Inc. 0.47% Add +1.8% 2,911 $623K
New Republic Capital, LLC 0.16% Add +143.5% 2,881 $617K
Cordatus Wealth Management LLC 0.14% Reduce -3.2% 2,865 $613K
Frec Markets, Inc. 0.18% — 2,863 $613K
J.W. Cole Advisors, Inc. 0.01% Reduce -29.8% 2,863 $611K
Dynamic Advisor Solutions LLC 0.02% Add +1.1% 2,786 $596K
Arkadios Wealth Advisors 0.01% Add +2.1% 2,754 $589K
Savant Capital, LLC 0.00% Add +18.7% 2,751 $589K
Merit Financial Group, LLC 0.00% Add +4.8% 2,745 $588K
IPG Investment Advisors LLC 0.10% Reduce -37.8% 2,743 $587K
Hilltop Holdings Inc. 0.04% New 2,743 $587K
Sowell Financial Services LLC 0.02% Add +6.8% 2,663 $570K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -2.7% 2,574 $551K
Tiaa Trust, National Association 0.00% Add +17.4% 2,568 $550K
Lodestone Wealth Management LLC 0.22% Reduce -1.0% 2,563 $549K
NewEdge Wealth, LLC 0.01% New 2,556 $547K
Ascent Group, LLC 0.02% Add +1.2% 2,547 $545K
Mission Wealth Management, LP 0.01% Reduce -2.4% 2,531 $542K
Lee Danner & Bass Inc. 0.04% No change 2,517 $539K
Vestmark Advisory Solutions, Inc. 0.01% New 2,512 $538K
May Hill Capital, LLC 0.14% Add +20.6% 2,507 $537K
Nilsine Partners, LLC 0.05% Add +16.9% 2,501 $535K
Brucke Financial, Inc. 0.29% Add +17.0% 2,500 $535K
PKS Advisory Services, LLC 0.12% Add +37.4% 2,480 $531K
Cary Street Partners Financial LLC 0.01% Add +0.6% 2,476 $530K
Arax Advisory Partners 0.02% Add +9.5% 2,467 $528K
Abundance Wealth Counselors 0.09% Reduce -5.5% 2,443 $523K
Kathmere Capital Management, LLC 0.04% Add +20.2% 2,428 $520K
Pure Financial Advisors, LLC 0.01% Add +48.6% 2,425 $519K
Capital Analysts, LLC 0.01% Add +10.7% 2,413 $517K
D.A. Davidson & Co. 0.00% Reduce -23.6% 2,383 $510K
River Wealth Advisors LLC 0.06% Reduce -4.6% 2,377 $509K
Wedmont Private Capital 0.02% Add +6.0% 2,372 $506K
Ridge Creek Global, Inc 0.41% — 2,308 $494K
Atlas Capital Advisors Inc. 0.05% — 2,297 $492K
Abel Hall, LLC 0.11% Add +41.9% 2,255 $483K
Campion Asset Management 0.33% No change 2,252 $482K
Westover Capital Advisors, LLC 0.09% No change 2,245 $481K
Cetera Trust Company, N.A 0.26% Add +1.1% 2,240 $479K
Gallacher Capital Management LLC 0.19% Reduce -20.5% 2,239 $479K
Dynasty Wealth Management, LLC 0.00% Add +33.7% 2,222 $476K
Wealth Group, Ltd. 0.46% — 2,205 $472K
Fort Sheridan Advisors LLC 0.06% Add +0.1% 2,175 $466K
DeDora Capital, Inc. 0.11% Add +2.1% 2,141 $458K
J2 Capital Management Inc 0.33% Add +2.4% 2,125 $455K
Clarius Group, LLC 0.03% No change 2,122 $454K
MAI Capital Management 0.00% Reduce -4.0% 2,115 $453K
Stephens Inc. 0.01% Add +34.1% 2,112 $452K
Severin Investments, LLC 0.40% New 2,103 $450K
Summit Global Investments 0.03% Add +35.1% 2,095 $449K
SummitTX Capital, L.P. 0.01% New 2,087 $447K
Venturi Wealth Management, LLC 0.02% New 2,081 $445K
Barclays PLC 0.00% Reduce -74.0% 2,077 $445K
Concurrent Investment Advisors, LLC 0.01% Add +20.0% 2,073 $444K
SG Trading Solutions, LLC 0.10% — 2,046 $438K
Florida Trust Wealth Management Co 0.01% Add +40.5% 2,046 $438K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.2% 2,022 $433K
Dorato Capital Management 0.32% — 1,884 $428K
DAVENPORT & Co LLC 0.00% Reduce -7.3% 1,996 $427K
Corient IA LP 0.40% Reduce -33.7% 1,990 $426K
Cromwell Holdings LLC 0.23% No change 1,983 $424K
Advisory Services Network, LLC 0.01% Add +99.1% 1,953 $418K
Rosenberg Matthew Hamilton 0.09% Add +3.0% 1,943 $416K
Vista Investment Management 0.14% Reduce -5.0% 1,919 $411K
Keeler Thomas Management LLC 0.19% No change 1,874 $401K
World Investment Advisors 0.01% Add +48.1% 1,871 $401K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,852 $396K
Beverly Hills Private Wealth, LLC 0.07% Add +0.8% 1,847 $395K
Ameritas Advisory Services, LLC 0.01% Add +207.5% 1,845 $395K
Cresset Asset Management, LLC 0.00% Reduce -7.5% 1,843 $394K
Berger Financial Group, Inc 0.02% Add +0.1% 1,837 $393K
Trust Point Inc. 0.03% Add +15.9% 1,830 $392K
Foster Victor Wealth Advisors, LLC 0.02% Add +32.3% 1,683 $389K
Kingsview Wealth Management, LLC 0.01% Add +2.2% 1,792 $384K
Wedbush Securities Inc. 0.01% Add +25.6% 1,779 $381K
Traveka Wealth, LLC 0.15% Add +1.6% 1,736 $372K
Sender Co & Partners, Inc. 0.21% Reduce -60.1% 1,725 $369K
Aptus Capital Advisors, LLC 0.00% Add +4.8% 1,721 $368K
Choate Investment Advisors 0.01% No change 1,719 $368K
PCM Encore, LLC 0.08% — 1,716 $367K
American Trust Investment Advisors, LLC 0.20% No change 1,710 $366K
Graybill Wealth Management, LTD. 0.11% No change 1,706 $365K
DGS Capital Management, LLC 0.06% Add +2.2% 1,701 $364K
Invesco Ltd. 0.00% Add +42.6% 1,694 $363K
PFG Investments, LLC 0.02% Add +20.1% 1,684 $361K
Csenge Advisory Group 0.02% Add +21.6% 1,683 $360K
LMR Partners LLP 0.00% Reduce -94.9% 1,675 $359K
TD Asset Management Inc 0.00% Add +0.5% 1,670 $357K
First Horizon Corp. 0.02% Add +0.1% 1,651 $353K
CIBC Private Wealth Group LLC 0.00% Add +2.2% 1,650 $353K
Manske Wealth Management 0.10% Add +19.0% 1,646 $352K
Kestra Private Wealth Services, LLC 0.00% Reduce -67.7% 1,640 $351K
Parr McKnight Wealth Management Group, LLC 0.05% No change 1,632 $349K
Tectonic Advisors LLC 0.02% No change 1,631 $349K
Wealthspire Advisors, LLC 0.00% Add +137.1% 1,629 $349K
Sigma Planning Corp 0.01% Add +20.6% 1,626 $348K
Drive Wealth Management, LLC 0.07% Add +16.4% 1,624 $348K
Avior Wealth Management, LLC 0.01% Add +0.3% 1,608 $344K
U.S. Capital Wealth Advisors, LLC 0.01% Add +2.6% 1,598 $342K
Anchyra Partners LLC 0.10% — 1,591 $341K
Successful Portfolios LLC 0.17% No change 1,520 $337K
Elevation Point Wealth Partners, LLC 0.02% New 1,563 $335K
Bradley Foster & Sargent Inc. 0.00% No change 1,548 $331K
Legacy Advisors, LLC 0.04% Add +37.5% 1,537 $329K
Transamerica Financial Advisors, LLC 0.03% Add +48.7% 1,536 $329K
Aprio Wealth Management, LLC 0.02% Add +24.3% 1,496 $320K
Riversedge Advisors, LLC 0.05% Add +3.0% 1,494 $320K
Rehmann Capital Advisory Group 0.02% Add +3.2% 1,468 $314K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.4% 1,465 $314K
180 Wealth Advisors, LLC 0.04% Reduce -8.8% 1,453 $311K
Mgo One Seven LLC 0.01% Reduce -0.1% 1,442 $309K
Blair William & Co. 0.00% Add +0.2% 1,433 $307K
Arta Finance Wealth Management LLC 0.16% — 1,429 $306K
Norway Savings Bank 0.14% Reduce -1.8% 1,412 $302K
Canopy Partners, LLC 0.10% Add +8.9% 1,409 $302K
1832 Asset Management L.P. 0.00% New 1,401 $300K
Hourglass Capital, LLC 0.06% No change 1,400 $300K
HBK Sorce Advisory LLC 0.01% Add +8.6% 1,218 $297K
Keel Point, LLC 0.02% Reduce -0.2% 1,375 $294K
KOM Wealth Management Group, LLC 0.21% Reduce -3.7% 1,373 $294K
Flatrock Wealth Partners LLC 0.14% — 1,372 $294K
AlTi Global, Inc. 0.01% No change 1,354 $290K
Stratos Wealth Advisors, LLC 0.01% Add +22.5% 1,339 $287K
Iams Wealth Management, LLC 0.10% New 1,336 $286K
Waverly Advisors, LLC 0.00% Add +11.1% 1,329 $284K
American Money Management, LLC 0.04% No change 1,327 $284K
Snowden Capital Advisors LLC 0.01% Add +21.5% 1,324 $283K
Capital Advisors Inc. 0.00% Add +2.5% 1,313 $281K
Laraway Financial Advisors Inc 0.18% No change 1,300 $278K
Credit Industriel Et Commercial 0.06% New 1,300 $278K
Perigon Wealth Management, LLC 0.00% Add +8.9% 1,288 $276K
Lighthouse Investment Partners, LLC 0.01% New 1,285 $275K
Heritage Wealth Management, Inc. 0.08% Reduce -0.5% 1,279 $274K
Capital Advisors Wealth Management, LLC 0.04% Add +14.6% 1,278 $274K
Silvia McColl Wealth Management, LLC 0.18% No change 1,275 $273K
Klingman & Associates, LLC 0.01% Add +1.5% 1,274 $273K
Seven Mile Advisory 0.05% Reduce -9.7% 1,264 $271K
Auxier Asset Management LLC 0.04% Reduce -9.1% 1,249 $267K
Stratos Wealth Partners, LTD. 0.00% Reduce -3.3% 1,248 $267K
Manchester Capital Management LLC 0.04% New 1,244 $266K
Cahill Financial Advisors Inc. 0.03% No change 1,233 $264K
a16z Perennial Management, L.P. 0.02% No change 1,226 $262K
Meridian Wealth Management, LLC 0.01% Add +1.7% 1,226 $262K
Hardy Reed LLC 0.02% Reduce -4.6% 1,209 $259K
Composition Wealth, LLC 0.00% Add +7.3% 1,208 $259K
Advisors Capital Management, LLC 0.00% Add +3.6% 1,207 $258K
Stonehaven Wealth & Tax Solutions, LLC 0.23% New 1,201 $257K
KCM Investment Advisors LLC 0.01% New 1,195 $256K
Evoke Wealth, LLC 0.00% Add +13.3% 1,185 $254K
Etesian Wealth Advisors, Inc. 0.08% Reduce -7.0% 1,184 $253K
Sound Income Strategies, LLC 0.01% Add +21.5% 1,095 $253K
VanderPol Investments L.L.C. 0.48% Reduce -6.6% 1,168 $250K
71 West Capital Partners 0.01% — 1,155 $247K
Legacy Trust 0.05% No change 1,140 $244K
Resonant Capital Advisors, LLC 0.01% New 1,130 $242K
Moody National Bank Trust Division 0.02% New 1,126 $241K
Glenview Trust Co 0.00% New 1,111 $238K
Net Worth Advisory Group 0.05% Add +2.8% 1,105 $237K
Penobscot Investment Management Company, Inc. 0.02% No change 1,102 $236K
Schroder Investment Management Group 0.00% Reduce -5.8% 1,094 $235K
SOL Capital Management CO 0.02% No change 1,100 $235K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -15.2% 1,089 $233K
T. Rowe Price Associates Inc. 0.00% New 1,083 $233K
Peapack Gladstone Financial Corp. 0.00% No change 1,084 $232K
Sage Mountain Advisors LLC 0.01% New 1,078 $231K
Chevy Chase Trust Holdings, LLC 0.00% New 1,076 $230K
55 North Private Wealth, LLC 0.06% — 1,075 $230K
Sharp Wealth Advisory, LLC 0.12% Reduce -2.3% 1,075 $230K
SevenBridge Financial Group, LLC 0.04% Reduce -1.9% 1,016 $229K
Journey Strategic Wealth LLC 0.01% New 1,071 $229K
Inscription Capital, LLC 0.02% Add +1.2% 1,071 $229K
Red Mountain Financial, LLC 0.22% Reduce -21.6% 1,070 $229K
Wellington Shields Capital Management, LLC 0.03% No change 1,066 $228K
Prosperity Consulting Group, LLC 0.01% New 1,066 $228K
Sfmg, LLC 0.02% No change 1,056 $226K
Modera Wealth Management, LLC 0.00% New 1,053 $225K
Jane Street Group, LLC 0.00% Reduce -85.1% 1,053 $225K
Shelton Capital Management 0.00% No change 1,050 $225K
Howe & Rusling Inc. 0.01% New 1,050 $225K
Enterprise Financial Services Corp 0.11% New 1,042 $223K
Argos Wealth Advisors, LLC 0.06% — 1,040 $223K
Eastern Bank 0.00% New 1,037 $222K
Brown Advisory Inc. 0.00% Reduce -16.9% 1,035 $222K
VestGen Advisors, LLC 0.01% New 1,032 $221K
Fifth Third Bancorp 0.00% Add +14.1% 1,025 $219K
Savvy Advisors, Inc. 0.01% New 1,023 $219K
Hazlett, Burt & Watson, Inc. 0.07% Add +32.9% 1,011 $218K
Foster Group, Inc. 0.01% New 1,013 $217K
Donaldson Capital Management, LLC 0.01% New 1,006 $215K
Core Wealth Partners LLC 0.10% New 1,000 $214K
Altus Wealth Management, LLC 0.09% New 1,000 $214K
Tiller Private Wealth, Inc. 0.08% New 1,000 $214K
First National Bank & Trust Co. of Newtown 0.04% New 1,000 $214K
Sunpointe, LLC 0.07% New 999 $214K
Evolve Private Wealth, LLC 0.01% — 998 $214K
Advisors Preferred, LLC 0.03% New 977 $213K
Western Wealth Management, LLC 0.01% New 993 $212K
Mayflower Financial Advisors, LLC 0.03% New 991 $212K
Bayforest Capital Ltd 0.16% Reduce -35.5% 985 $211K
Earned Wealth Advisors, LLC 0.01% New 982 $210K
Williams Jones Wealth Management, LLC. 0.00% New 971 $208K
Wealth Alliance, LLC 0.02% New 965 $207K
Texas Capital Bank Wealth Management Services Inc 0.01% New 946 $203K
Portfolio Design Labs, LLC 0.03% New 943 $202K
AE Wealth Management LLC 0.00% New 942 $202K
OneDigital Investment Advisors LLC 0.00% Reduce -12.0% 939 $201K
Rooted Wealth Advisors, Inc. 0.06% New 831 $201K
Independent Solutions Wealth Management, LLC 0.04% New 935 $200K
Ashton Thomas Private Wealth, LLC 0.00% New 935 $200K
Oppenheimer & Co. Inc. 0.00% Reduce -38.3% 935 $200K
DV Trading LLC 0.02% — 900 $193K
Huntington National Bank 0.00% Reduce -3.7% 885 $189K
Cullen/Frost Bankers, Inc. 0.00% Add +27.8% 850 $182K
Caitong International Asset Management Co., Ltd 0.04% Add +11757.1% 830 $178K
Spire Wealth Management 0.01% Reduce -1.4% 793 $170K
CENTRAL TRUST Co 0.00% Reduce -17.2% 763 $163K
Cary Street Partners Investment Advisory LLC 0.04% Add +8.8% 738 $158K
Leonteq Securities AG 0.01% Reduce -38.7% 708 $152K
Pflug Koory, LLC 0.07% No change 700 $150K
Rothschild Investment LLC 0.01% Reduce -25.1% 694 $148K
Harbour Investments, Inc. 0.00% Reduce -0.1% 692 $148K
Deutsche Bank AG 0.00% Add +49.6% 691 $148K
Paradigm Asset Management Co. LLC 0.03% No change 655 $140K
Provenance Wealth Advisors, LLC 0.01% No change 614 $131K
Tower Research Capital LLC (TRC) 0.00% Reduce -85.9% 606 $130K
McMillan Office, Inc. 0.02% — 600 $128K
Community Bank, N.A. 0.02% No change 600 $128K
UMB Bank, n.a. 0.00% Reduce -22.0% 570 $122K
Parkside Financial Bank & Trust 0.01% Add +72.4% 569 $122K
Brown Brothers Harriman & Co. 0.00% Add +1485.7% 555 $119K
Millstone Evans Group, LLC 0.07% No change 547 $117K
North Star Investment Management Corp. 0.01% Add +0.9% 547 $117K
Bruce G. Allen Investments, LLC 0.08% Add +2.2% 520 $111K
Bessemer Group Inc. 0.00% Add +21.8% 508 $109K
Greykasell Wealth Strategies, Inc. 0.04% No change 502 $107K
HM Payson & Co. 0.00% No change 488 $104K
MeadowBrook Investment Advisors LLC 0.09% No change 4,845 $103K
Addison Advisors LLC 0.02% Add +0.2% 473 $101K
SageView Advisory Group, LLC 0.00% New 469 $100K
Hilltop National Bank 0.02% Reduce -9.3% 460 $98K
Financial Management Professionals, Inc. 0.01% Add +22.0% 454 $97K
Adkins Seale Capital Management LLC 0.10% — 450 $96K
Costello Asset Management, INC 0.03% No change 420 $90K
Westside Investment Management, Inc. 0.01% Reduce -5.8% 403 $87K
Richardson Financial Services Inc. 0.03% Add +42.0% 406 $87K
BankPlus Trust Department 0.02% No change 400 $86K
Trust Co. of Toledo NA 0.01% No change 400 $86K
BNP Paribas 0.00% No change 400 $86K
SouthState Bank Corp 0.00% No change 389 $83K
Geneos Wealth Management Inc. 0.00% Add +5.7% 373 $80K
Salomon & Ludwin, LLC 0.01% Add +7.1% 349 $76K
Golden State Wealth Management, LLC 0.01% No change 349 $75K
Bogart Wealth, LLC 0.00% Add +3.0% 346 $74K
CoreFirst Bank & Trust 0.04% Reduce -22.8% 338 $72K
Asset Dedication, LLC 0.00% No change 331 $71K
Atlantic Union Bankshares Corp 0.00% No change 324 $69K
HSBC Holdings PLC 0.00% New 320 $68K
SOA Wealth Advisors, LLC. 0.01% No change 312 $67K
Abound Financial, LLC 0.02% New 300 $64K
Flagship Harbor Advisors, LLC 0.00% New 300 $64K
Independence Bank of Kentucky 0.01% Add +18.4% 296 $63K
Bangor Savings Bank 0.01% Add +9.4% 292 $63K
IFP Advisors, Inc 0.00% Add +109.4% 289 $62K
Longview Financial Advisors LLC 0.03% No change 280 $60K
CoreCap Advisors, LLC 0.00% Reduce -23.4% 279 $60K
FNY Investment Advisers, LLC 0.02% Reduce -59.7% 275 $58K
Ascentis Wealth Management, LLC 0.01% No change 267 $57K
Financial Perspectives, Inc 0.02% No change 267 $57K
JFS Wealth Advisors, LLC 0.00% No change 241 $52K
Clearstead Advisors, LLC 0.00% No change 230 $49K
Ancora Advisors LLC 0.00% Add +82.4% 228 $49K
Private Trust Co. NA 0.00% Add +21.4% 227 $49K
Roxbury Financial LLC 0.04% Add +1.4% 221 $47K
Estabrook Capital Management 0.01% No change 220 $47K
Bell Investment Advisors, Inc 0.01% Add +80.5% 204 $44K
Concord Wealth Partners 0.01% No change 203 $43K
Activest Wealth Management 0.01% Add +10000.0% 202 $43K
Montag A & Associates Inc. 0.00% Reduce -8.3% 200 $43K
Key Financial Inc 0.01% Add +17.1% 199 $43K
Hamrick Investment Counsel, llc 0.03% — 190 $41K
Larson Financial Group LLC 0.00% Add +302.1% 189 $40K
Trust Co. of Vermont 0.00% No change 185 $40K
Wellington Grp LLC 0.01% — 179 $38K
Cornerstone Planning Group LLC 0.01% Add +37.8% 175 $38K
Lanark Financial, Inc. 0.00% Add +5.6% 169 $36K
Oakworth Capital, Inc. 0.00% No change 167 $36K
Parvin Asset Management, LLC 0.03% No change 163 $35K
Signature Equity Partners, LLC 0.02% — 162 $35K
Highline Wealth Partners LLC 0.01% Add +92.4% 152 $33K
NFSG Corp 0.00% Add +1.4% 145 $31K
Fairscale Capital, LLC 0.02% No change 142 $30K
Physician Wealth Advisors, Inc. 0.00% Add +11.9% 141 $30K
Boyd Watterson Asset Management LLC 0.01% No change 141 $30K
Tsfg, LLC 0.00% Add +0.8% 133 $29K
Bank of New Hampshire 0.01% No change 135 $29K
GW&K Investment Management, LLC 0.00% No change 133 $28K
Grove Bank & Trust 0.00% Reduce -7.1% 130 $28K
Coastline Trust Co 0.00% No change 129 $28K
Robinswood Financial LLC 0.01% No change 127 $27K
Zions Bancorporation, National Association 0.00% Add +11.5% 126 $27K
CX Institutional 0.00% Add +5.2% 121 $26K
Root Financial Partners, LLC 0.00% Reduce -11.0% 121 $26K
First Pacific Financial 0.00% Reduce -45.0% 120 $26K
Essential Partners LLC 0.01% No change 119 $25K
Caldwell Sutter Capital, Inc. 0.01% No change 116 $25K
True Wealth Design, LLC 0.01% Add +5.5% 116 $25K
AdvisorNet Financial, Inc 0.00% Add +225.7% 114 $24K
Kentucky Trust Co 0.01% New 113 $24K
Wilmington Savings Fund Society, FSB 0.00% No change 110 $24K
Retirement Wealth Solutions LLC 0.01% No change 109 $23K
McIlrath & Eck, LLC 0.00% No change 108 $23K
SJS Investment Consulting Inc. 0.00% Add +1920.0% 101 $22K
Key Capital Management, INC 0.02% — 100 $21K
Camelot Portfolios, LLC 0.01% New 100 $21K
Tacita Capital Inc 0.01% No change 100 $21K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $21K
City State Bank 0.01% No change 100 $21K
Nvwm, LLC 0.00% New 100 $21K
Caldwell Trust Co 0.00% No change 100 $21K
Harbor Investment Advisory, LLC 0.00% Add +30.7% 98 $21K
Financial Consulate, Inc. 0.00% Add +19.5% 92 $20K
NBT Bank, N.A. 0.00% No change 90 $19K
Albion Financial Group 0.00% No change 89 $19K
Accent Capital Management, LLC 0.01% No change 85 $18K
Nova Wealth Management, Inc. 0.01% No change 82 $18K
Ameriflex Group, Inc. 0.01% New 82 $18K
CVA Family Office, LLC 0.00% Reduce -5.8% 82 $18K
Optima Capital LLC 0.01% New 80 $17K
Manning & Napier Advisors LLC 0.00% New 79 $17K
Curio Wealth, LLC 0.01% New 77 $17K
Elyxium Wealth, LLC 0.00% New 76 $16K
Cornerstone Financial Management LLC 0.01% — 72 $15K
YANKCOM Partnership 0.01% New 72 $15K
Country Trust Bank 0.00% Add +260.0% 72 $15K
Nemes Rush Group LLC 0.00% Add +33.3% 68 $15K
Wellington-Altus USA Inc. 0.01% — 66 $14K
Kilter Group LLC 0.01% New 66 $14K
Basepoint Wealth LLC 0.01% New 63 $14K
Laurel Wealth Advisors LLC 0.00% New 61 $13K
Aspect Partners, LLC 0.01% No change 58 $12K
Bare Financial Services, Inc 0.00% Reduce -10.9% 57 $12K
Abound Wealth Management 0.00% Add +292.3% 51 $11K
Caitlin John, LLC 0.01% New 50 $11K
Bullseye Investment Management, LLC 0.01% New 50 $11K
Garner Asset Management Corp 0.00% New 50 $11K
Adirondack Trust Co. 0.00% No change 50 $11K
Missouri Trust & Investment Co 0.00% No change 50 $11K
N.E.W. Advisory Services LLC 0.00% New 50 $11K
Principia Wealth Advisory, LLC 0.01% No change 49 $10K
Westfuller Advisors, LLC 0.00% Add +2.1% 49 $10K
Merrithew & Thorsten Inc 0.01% — 50 $10K
Kelleher Financial Advisors 0.00% No change 45 $10K
Garton & Associates Financial Advisors LLC 0.01% — 44 $9K
Triumph Capital Management 0.00% New 43 $9K
Raffa Wealth Management, LLC 0.00% Add +55.6% 42 $9K
Bayban 0.01% — 40 $9K
Morse Asset Management, Inc 0.00% No change 40 $9K
Creative Capital Management Investments LLC 0.00% No change 39 $8K
IMA Advisory Services, Inc. 0.00% New 38 $8K
SHP Wealth Management 0.00% — 38 $8K
Smithfield Trust Co 0.00% Add +3300.0% 34 $8K
Truvestments Capital LLC 0.00% No change 37 $8K
Rossby Financial, LCC 0.00% Add +44.0% 36 $8K
Toth Financial Advisory Corp. 0.00% No change 35 $7K
Field & Main Bank 0.00% No change 35 $7K
Park Square Financial Group, LLC 0.04% Reduce -56.1% 36 $7K
Navalign, LLC 0.00% New 30 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 36 $6K
MidFirst Bank 0.00% — 28 $6K
Vision Retirement, LLC 0.00% — 27 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +2600.0% 27 $6K
Orion Capital Management LLC 0.00% No change 26 $6K
Cape Investment Advisory, Inc. 0.00% New 26 $6K
GPS Wealth Strategies Group, LLC 0.00% Reduce -93.1% 25 $5K
Beacon Financial Strategies CORP 0.00% New 25 $5K
Crews Bank & Trust 0.00% No change 25 $5K
WPG Advisers, LLC 0.00% Add +15.0% 23 $5K
Creative Financial Designs Inc. 0.00% Add +9.5% 23 $5K
Stone House Investment Management, LLC 0.00% Add +4.8% 22 $5K
Park Place Capital Corp 0.00% New 21 $4K
Glen Eagle Advisors, LLC 0.00% Reduce -16.0% 21 $4K
First Command Advisory Services, Inc. 0.00% Add +300.0% 20 $4K
Tucker Asset Management LLC 0.00% New 19 $4K
LRI Investments, LLC 0.00% No change 19 $4K
Stephens Consulting, LLC 0.00% New 18 $4K
Godfrey Financial Associates, Inc. 0.00% — 18 $4K
Quaker Wealth Management, LLC 0.00% New 17 $4K
Byrne Asset Management LLC 0.00% Reduce -57.1% 15 $3K
Strive Financial Group ,LLC 0.00% — 15 $3K
Horizon Investments, LLC 0.00% Add +400.0% 15 $3K
HighMark Wealth Management LLC 0.00% No change 14 $3K
VSM Wealth Advisory, LLC 0.00% New 14 $3K
Legacy Wealth Managment, LLC 0.00% Add +18.2% 13 $3K
MV Capital Management, Inc. 0.00% New 13 $3K
MidAtlantic Capital Management, Inc. 0.00% New 12 $3K
Wealth Preservation Advisors, LLC 0.00% No change 12 $3K
Bravera Wealth 0.00% — 12 $3K
American Capital Advisory, LLC 0.00% No change 12 $3K
Modus Advisors, LLC 0.00% New 11 $2K
Benson Wealth Management INC 0.00% — 10 $2K
Essential Investment Partners LLC 0.00% — 10 $2K
Tradewinds Capital Management, LLC 0.00% No change 10 $2K
Avion Wealth 0.00% No change 10 $2K
Evermay Wealth Management LLC 0.00% No change 8 $2K
GHP Investment Advisors, Inc. 0.00% No change 8 $2K
Ares Financial Consulting, LLC 0.00% — 8 $2K
Elevated Capital Advisors, LLC 0.00% New 8 $2K
Dunhill Financial, LLC 0.00% No change 8 $2K
TD Capital Management LLC 0.00% New 6 $1K
Prestige Wealth Management Group LLC 0.00% Reduce -90.2% 6 $1K
Investors Portfolio Services LLC 0.00% — 5 $1K
MPWM Advisory Solutions, LLC 0.00% No change 5 $1K
Wealth Watch Advisors, INC 0.00% No change 5 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 5 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5 $1K
Navigoe, LLC 0.00% No change 8 $1K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -88.9% 5 $1K
TFC Financial Management, Inc. 0.00% No change 4 $857
Whipplewood Advisors, LLC 0.00% New 4 $856
Trust Co 0.00% New 4 $856
Kozak & Associates, Inc. 0.00% No change 4 $808
Rialto Wealth Management, LLC 0.00% New 2 $429
Rachor Investment Advisory Services, LLC 0.00% — 1 $237
High Note Wealth, LLC 0.00% No change 1 $214

"% of holder's portfolio" is TM's weight in each manager's 13F, not the share of Toyota Motor Corp. -Spon ADR the manager owns.