Toyota Motor Corp. -Spon ADRTM

13F holders, Q1 2026 (March 31)
700holders +12
78new positions
65sold out
7famous investors
$205.79avg. 13F price*

At the end of Q1 2026, 700 institutions reported holding Toyota Motor Corp. -Spon ADR (TM) in their 13F filings, up 12 from Q4 2025. 78 opened new positions and 65 sold out. The largest holders were Fisher Asset Management ($1.5B), Morgan Stanley ($501.9M) and Goldman Sachs Group Inc. ($252.8M). 7 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jeremy Grantham (0.0% of GMO'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions78$57.5M
Exits65$53.1M

All 13F filers, Q4 2025 → Q1 2026: 2,280,788 shares bought and 802,899 shares sold, net +1,477,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 700 holders

Fisher Asset Management 0.49% Add +1.0% 7,067,216 $1.5B
Morgan Stanley 0.03% Add +0.6% 2,435,144 $501.9M
Goldman Sachs Group Inc. 0.03% Add +6.7% 1,226,890 $252.8M
Northern Trust Corp. 0.03% Add +2.7% 1,075,579 $221.7M
FMR LLC 0.01% Add +16.9% 1,033,159 $212.9M
BlackRock, Inc. 0.00% Add +9.6% 979,123 $201.8M
Bank of America Corp. 0.01% Reduce -0.2% 926,582 $191.0M
American Century Companies Inc. 0.05% Add +26.3% 479,438 $98.8M
Stifel Financial Corp. 0.09% Add +3.7% 455,179 $93.8M
Natixis Advisors, LLC 0.13% Reduce -14.6% 454,669 $93.7M
Captrust Financial Advisors 0.16% Add +6.2% 435,479 $89.7M
Clark Capital Management Group, Inc. 0.51% Reduce -6.1% 398,351 $82.1M
Jones Financial Companies LLLP 0.03% Add +2647.4% 345,025 $71.3M
Cullen Capital Management, LLC 0.66% Add +32.3% 312,605 $64.4M
SRB Corp. 3.69% Reduce -2.1% 291,815 $60.1M
JPMorgan Chase & Co. 0.00% Add +21.4% 281,293 $57.1M
Envestnet Asset Management Inc. 0.01% Add +15.4% 254,096 $52.4M
Wells Fargo & Company 0.01% Add +5.8% 238,307 $49.1M
Royal Bank of Canada 0.01% Add +19.0% 237,220 $48.9M
Ameriprise Financial Inc. 0.01% Add +54.6% 197,032 $40.6M
Dimensional Fund Advisors LP 0.01% Reduce -10.5% 190,865 $39.3M
UBS Group AG 0.01% Reduce -0.1% 181,306 $37.4M
First Trust Advisors LP 0.03% Add +1.3% 177,609 $36.6M
Balyasny Asset Management L.P. 0.07% Reduce -18.4% 172,896 $35.6M
Franklin Resources Inc. 0.01% Reduce -10.3% 162,117 $33.4M
Quantinno Capital Management LP 0.05% Add +28.7% 157,114 $32.4M
Charles Schwab Investment Management Inc. 0.00% Add +16.6% 153,412 $31.6M
Raymond James Financial Inc. 0.01% Reduce -9.3% 143,726 $29.6M
Creative Planning 0.02% Add +11.0% 127,878 $26.4M
LPL Financial LLC 0.01% Add +0.9% 114,332 $23.6M
Citigroup Inc. 0.01% Add +1574.6% 107,227 $22.1M
Martin Investment Management, LLC 6.29% Reduce -9.5% 101,925 $21.0M
Vantage Investment Partners, LLC 1.22% No change 85,781 $17.7M
QRG Capital Management, Inc. 0.16% Add +20.3% 76,844 $15.8M
AQR Capital Management 0.01% Add +55.8% 75,597 $15.6M
D. E. Shaw & Co. 0.01% New 75,537 $15.6M
O'shaughnessy Asset Management, LLC 0.08% Add +13.3% 75,188 $15.5M
Neuberger Berman Group LLC 0.01% Add +96.8% 72,806 $15.0M
Cetera Investment Advisers 0.02% Add +2.9% 71,628 $14.8M
Invesco Ltd. 0.00% Add +3519.0% 61,306 $12.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1505.7% 61,258 $12.6M
Bank of New York Mellon Corp 0.00% Add +7.5% 60,645 $12.5M
Strategic Wealth Partners, Ltd. 0.77% Add +39.2% 53,657 $11.1M
Stamos Capital Partners, L.P. 1.69% Add +4.0% 52,600 $10.8M
Mariner, LLC 0.01% Add +6.5% 51,048 $10.5M
Mercer Global Advisors Inc. 0.01% Add +1.3% 48,914 $10.1M
Sei Investments Co. 0.01% Add +17.1% 47,995 $9.9M
Jane Street Group, LLC 0.01% Add +4392.2% 47,303 $9.7M
Y-Intercept (Hong Kong) Ltd 0.18% New 46,570 $9.6M
Altrius Capital Management Inc 1.91% Reduce -2.7% 46,498 $9.6M
Vanguard Personalized Indexing Management, LLC 0.09% Reduce -4.6% 45,573 $9.4M
Heritage Investors Management Corp. 0.28% Reduce -0.8% 45,134 $9.3M
Marshall Wace, LLP 0.01% Add +503.8% 41,832 $8.6M
US Bancorp \de 0.01% Add +4.1% 41,767 $8.6M
Barclays PLC 0.00% Add +1903.6% 41,615 $8.6M
Crossmark Global Holdings, Inc. 0.13% Reduce -5.8% 41,427 $8.5M
Bank of Montreal 0.00% Add +4.4% 40,918 $8.4M
Oppenheimer Asset Management Inc. 0.09% Add +13.9% 40,240 $8.3M
New York State Common Retirement Fund 0.01% No change 38,952 $8.0M
Foster & Motley Inc. 0.41% Reduce -0.7% 38,340 $7.9M
HighTower Advisors, LLC 0.01% Add +6.9% 38,276 $7.9M
Amanah Holdings Trust 0.84% No change 37,000 $7.6M
Moran Wealth Management, LLC 0.23% Add +19.9% 36,699 $7.6M
Cerity Partners LLC 0.01% Add +7.6% 36,198 $7.5M
State Street Corp. 0.00% Reduce -0.3% 35,666 $7.4M
Cwm, LLC 0.02% Reduce -1.4% 34,726 $7.2M
Vident Advisory, LLC 0.06% Add +6.1% 34,143 $7.0M
Gabelli Funds LLC 0.05% Add +26.2% 32,750 $6.7M
Laird Norton Wetherby Trust Company, LLC 0.15% Reduce -0.7% 32,529 $6.7M
Commonwealth Equity Services, LLC 0.01% Reduce -14.1% 31,412 $6.5M
Susquehanna International Group, LLP 0.01% Add +5.4% 30,133 $6.2M
American Assets Investment Management, LLC 0.42% No change 30,000 $6.2M
Ethic Inc. 0.10% Add +32.0% 29,923 $6.2M
Quadrant Capital Group LLC 0.18% Add +1.2% 29,521 $6.1M
PNC Financial Services Group, Inc. 0.00% Add +6.5% 29,335 $6.0M
Inspire Trust Co, N.A. 0.92% Add +7.4% 29,000 $6.0M
Pathstone Holdings, LLC 0.02% Add +5.4% 27,276 $5.6M
MML Investors Services, LLC 0.02% Reduce -3.4% 27,104 $5.6M
Factory Mutual Insurance Co. 0.06% No change 26,698 $5.5M
T. Rowe Price Associates Inc. 0.00% Add +2359.1% 26,632 $5.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.28% Reduce -0.7% 25,454 $5.2M
HITE Hedge Asset Management LLC 0.30% Reduce -50.0% 25,315 $5.2M
Silvercrest Asset Management Group LLC 0.04% Reduce -0.2% 24,699 $5.1M
Cardinal Capital Management 0.65% Add +0.8% 24,355 $5.0M
Naviter Wealth, LLC 0.62% Add +4.4% 23,893 $4.9M
Vise Technologies, Inc. 0.09% No change 22,585 $4.8M
Qube Research & Technologies Ltd 0.01% Add +49.5% 23,371 $4.8M
Park Avenue Securities LLC 0.04% Add +6.0% 23,283 $4.8M
Americana Partners, LLC 0.12% Add +57.8% 23,266 $4.8M
Corient Private Wealth LP 0.01% Reduce -10.2% 23,355 $4.8M
Russell Investments Group, Ltd. 0.01% Add +28.8% 22,717 $4.7M
Bearing Point Capital, LLC 0.71% Add +3.9% 22,061 $4.5M
Sanctuary Advisors, LLC 0.02% Add +72.0% 22,051 $4.5M
&partners 0.02% Add +15.4% 21,184 $4.4M
Signaturefd, LLC 0.07% Add +3.1% 20,881 $4.3M
Callan Family Office, LLC 0.10% Add +1.0% 20,775 $4.3M
Calamos Wealth Management LLC 0.15% New 20,763 $4.3M
Calamos Advisors LLC 0.02% New 20,763 $4.3M
Rockefeller Capital Management L.P. 0.01% Add +30.4% 20,613 $4.2M
Assetmark, Inc. 0.01% Add +34.1% 20,380 $4.2M
Ieq Capital, LLC 0.02% Add +9.6% 20,186 $4.2M
Evergreen Capital Management LLC 0.09% Add +48.6% 19,600 $4.0M
Integrated Quantitative Investments LLC 0.72% Add +100.0% 19,364 $4.0M
Brooklyn Investment Group 0.12% Add +32.4% 19,130 $3.9M
Ritholtz Wealth Management 0.07% Add +5.9% 19,033 $3.9M
Landscape Capital Management, L.L.C. 0.25% Add +156.0% 18,798 $3.9M
Gold Investment Management Ltd. 1.15% Add +1.2% 17,997 $3.7M
Northwest Bancshares, Inc. 0.73% Reduce -2.5% 17,747 $3.7M
Rhumbline Advisers 0.00% Add +5.3% 17,426 $3.6M
apricus wealth, LLC 1.74% Add +3.0% 17,339 $3.6M
Orion Porfolio Solutions, LLC 0.03% Reduce -15.1% 16,528 $3.4M
Massachusetts Financial Services Co. 0.00% Reduce -43.5% 15,767 $3.2M
Principal Securities, Inc. 0.05% Add +1.2% 15,687 $3.2M
GMO 0.01% New 15,510 $3.2M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -3.9% 15,415 $3.2M
Pittenger & Anderson Inc. 0.13% Add +0.3% 15,370 $3.2M
Point72 Asset Management 0.01% Reduce -88.7% 15,176 $3.1M
Osaic Holdings, Inc. 0.00% Add +23.0% 14,831 $3.1M
Sequoia Financial Advisors, LLC 0.02% Add +40.9% 14,666 $3.0M
Focus Partners Wealth 0.00% Add +23.3% 14,226 $3.0M
Anderson Hoagland & Co. 0.26% No change 14,615 $3.0M
Twin Tree Management, LP 0.61% New 14,039 $2.9M
National Bank of Canada 0.00% Reduce -10.7% 13,795 $2.8M
M&T Bank Corp 0.01% Add +0.1% 13,672 $2.8M
Allspring Global Investments Holdings, LLC 0.00% Add +18.3% 12,446 $2.6M
Compound Planning, Inc. 0.08% Add +8.7% 12,570 $2.6M
Lockheed Martin Investment Management Co. 0.09% Add +49.5% 12,480 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Add +3.3% 12,215 $2.5M
GFS Advisors, LLC 0.16% Add +63.5% 13,385 $2.5M
Cibc World Market Inc. 0.00% Reduce -7.7% 12,079 $2.5M
SWP Investment Management LLC 1.85% Add +39.2% 12,033 $2.5M
Greenfield Seitz Capital Management, LLC 0.74% Add +0.8% 11,829 $2.4M
Federated Hermes, Inc. 0.00% Reduce -35.5% 11,809 $2.4M
Aaron Wealth Advisors LLC 0.14% Add +20.8% 11,607 $2.4M
Keybank National Association 0.01% Add +182.9% 11,327 $2.3M
Ellsworth Advisors, LLC 0.44% Add +1.3% 11,251 $2.3M
Truist Financial Corp. 0.00% Add +7.1% 11,200 $2.3M
Eagle Global Advisors LLC 0.08% Add +0.3% 11,189 $2.3M
United Capital Financial Advisors, LLC 0.01% Add +0.6% 11,046 $2.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -78.8% 10,641 $2.2M
Raelipskie Partnership 0.91% Reduce -2.4% 10,442 $2.2M
Robinson Value Management, Ltd. 1.20% Reduce -3.9% 10,432 $2.1M
LSV Asset Management 0.00% Reduce -22.0% 10,290 $2.1M
Janney Montgomery Scott LLC 0.01% Add +19.8% 10,269 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.8% 10,234 $2.1M
Alliance Private Wealth, LLC 0.74% Add +2.1% 9,965 $2.1M
Caprock Group, LLC 0.05% Add +7.5% 9,844 $2.0M
Collaborative Fund Advisors, LLC 1.21% — 9,500 $2.0M
Scotia Capital Inc. 0.01% Add +0.2% 9,453 $1.9M
Citadel Advisors 0.00% Reduce -71.3% 9,373 $1.9M
Ballentine Partners, LLC 0.03% Add +11.4% 9,360 $1.9M
Checchi Capital Advisers, LLC 0.13% Reduce -2.5% 9,321 $1.9M
Lester Murray Antman dba SimplyRich 0.48% Reduce -0.4% 9,168 $1.9M
Alaethes Wealth, LLC 0.54% Add +0.3% 9,149 $1.9M
Choreo, LLC 0.02% Add +6.1% 9,099 $1.9M
Kestra Advisory Services, LLC 0.01% Add +13.3% 9,044 $1.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +12.1% 8,648 $1.8M
Level Four Advisory Services, LLC 0.06% Reduce -4.8% 8,339 $1.7M
Yousif Capital Management, LLC 0.02% No change 8,156 $1.7M
Summit Trail Advisors, LLC 0.02% New 8,134 $1.7M
Hantz Financial Services, Inc. 0.03% Add +11.3% 7,981 $1.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -4.3% 7,962 $1.6M
Farther Finance Advisors, LLC 0.02% Add +28.9% 7,821 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.1% 7,907 $1.6M
HRT Financial LP 0.00% Reduce -25.9% 7,846 $1.6M
Frank, Rimerman Advisors LLC 0.11% Add +2.2% 7,818 $1.6M
Dorsey & Whitney Trust CO LLC 0.09% Add +4.2% 7,585 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -5.6% 7,543 $1.6M
Advisors Preferred, LLC 0.23% Add +660.7% 7,432 $1.5M
Cascade Financial Partners, LLC 0.16% No change 7,430 $1.5M
Grey Ledge Advisors, LLC 0.34% Reduce -1.8% 7,389 $1.5M
Greenleaf Trust 0.01% Add +0.1% 7,100 $1.5M
Legacy Wealth Asset Management, LLC 0.35% Add +10.7% 7,050 $1.5M
Virtu Financial LLC 0.06% New 6,931 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -13.5% 6,781 $1.4M
Henry James International Management Inc. 0.50% Add +0.0% 6,785 $1.4M
Community Bank & Trust, Waco, Texas 0.28% Add +1.3% 6,783 $1.4M
Beacon Pointe Advisors, LLC 0.01% Add +73.8% 6,558 $1.4M
Regions Financial Corp. 0.01% Add +4.6% 6,536 $1.3M
Bank of Stockton 0.42% Add +54.4% 6,526 $1.3M
Smartleaf Asset Management LLC 0.05% Add +5.1% 6,515 $1.3M
Glenmede Trust Co. NA 0.01% Add +9.3% 6,358 $1.3M
HHM Wealth Advisors, LLC 0.15% Reduce -13.5% 6,229 $1.3M
TD Waterhouse Canada Inc. 0.00% Add +37.6% 6,115 $1.3M
Brian Low Financial Group, LLC 0.86% Add +54.4% 6,125 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +17.4% 6,013 $1.2M
Tocqueville Asset Management L.P. 0.02% Reduce -0.2% 6,000 $1.2M
Millennium Management 0.00% Reduce -62.4% 5,906 $1.2M
Mitchell & Pahl Private Wealth, LLC 0.49% Add +0.2% 5,815 $1.2M
NewEdge Advisors, LLC 0.00% Reduce -17.5% 5,788 $1.2M
Dakota Wealth Management 0.03% Reduce -35.9% 5,785 $1.2M
Sivia Capital Partners, LLC 0.23% Add +50.5% 5,730 $1.2M
Syon Capital LLC 0.06% Add +2.7% 5,702 $1.2M
Meridian Investment Counsel Inc. 0.28% Reduce -0.4% 5,688 $1.2M
Nuveen, LLC 0.00% Reduce -62.3% 5,527 $1.1M
Hudson Portfolio Management LLC 0.94% No change 5,405 $1.1M
Walleye Capital LLC 0.01% Reduce -62.2% 5,316 $1.1M
Versant Capital Management, Inc 0.11% Add +15.8% 5,306 $1.1M
Schonfeld Strategic Advisors LLC 0.01% New 5,264 $1.1M
Abacus Wealth Partners, LLC 0.10% Add +17.0% 5,125 $1.1M
Intrust Bank NA 0.09% Add +13.8% 5,079 $1.0M
Spirepoint Private Client, LLC 0.10% No change 5,000 $1.0M
Abel Hall, LLC 0.22% Add +121.1% 4,985 $1.0M
First Affirmative Financial Network 0.40% — 4,949 $1.0M
Xponance LLC 0.01% Add +10.3% 4,924 $1.0M
Lido Advisors, LLC 0.00% Add +32.0% 4,920 $1.0M
Parallel Advisors, LLC 0.02% Add +18.5% 4,895 $1.0M
Physicians Financial Services, Inc. 0.27% Add +1.1% 4,747 $978K
Independent Advisor Alliance 0.01% Add +0.2% 4,682 $965K
Nisa Investment Advisors, LLC 0.00% Add +0.6% 4,664 $961K
Invst, LLC 0.11% Reduce -14.6% 4,652 $959K
Private Advisor Group, LLC 0.00% Reduce -6.5% 4,642 $957K
Bailard, Inc. 0.02% Add +1.7% 4,601 $948K
CKW Financial Group 0.10% No change 4,523 $948K
PDS Planning, Inc 0.06% Add +2.1% 4,586 $945K
Apollon Wealth Management, LLC 0.02% Add +4.7% 4,576 $943K
Salem Investment Counselors Inc. 0.03% Reduce -2.1% 4,562 $940K
Engineers Gate Manager LP 0.01% New 4,495 $926K
Atria Investments, Inc 0.01% Add +32.8% 4,483 $924K
BigSur Wealth Management LLC 0.26% No change 4,470 $921K
EverSource Wealth Advisors, LLC 0.03% Add +34.5% 4,444 $916K
Flputnam Investment Management Co. 0.01% Add +5.4% 4,435 $914K
CIBC Asset Management Inc 0.00% Add +2.3% 4,348 $896K
F/m Investments LLC 0.06% Reduce -48.5% 4,256 $877K
Simplex Trading, LLC 0.03% Reduce -36.4% 4,231 $872K
Commerce Bank 0.00% Add +28.9% 4,194 $864K
Basecamp Wealth Advisors LLC 0.18% Reduce -0.2% 4,161 $858K
Henshaw Capital LLC 0.03% No change 4,151 $855K
Moneta Group Investment Advisors LLC 0.01% Reduce -3.7% 4,115 $848K
GAMMA Investing LLC 0.04% Add +13.7% 4,012 $827K
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0.61% No change 3,966 $817K
BNP Paribas Financial Markets 0.00% Add +7.3% 3,933 $811K
Allworth Financial LP 0.00% Add +1.5% 3,898 $803K
Investment Research Partners LLC 0.33% Add +2.2% 3,876 $799K
Linden Thomas Advisory Services, LLC 0.08% Add +6.7% 3,799 $783K
Frec Markets, Inc. 0.13% Add +32.2% 3,786 $780K
Montecito Bank & Trust 0.13% No change 3,776 $778K
Sage Rhino Capital LLC 0.14% Add +0.5% 3,762 $775K
Emerald Investment Advisers, LLC 0.07% — 3,757 $774K
HB Wealth Management, LLC 0.00% Reduce -7.8% 3,700 $763K
Legacy Bridge, LLC 0.29% Add +2.2% 3,678 $758K
Fiera Capital Corp 0.00% Add +12.8% 3,672 $757K
Five Oceans Advisors 0.27% No change 3,670 $756K
Grandview Asset Management LLC 0.22% No change 3,663 $755K
Prospera Financial Services Inc 0.01% Add +1.5% 3,660 $754K
EP Wealth Advisors, LLC 0.00% Add +9.1% 3,644 $751K
Sagespring Wealth Partners, LLC 0.01% Add +8.0% 3,635 $749K
SummitTX Capital, L.P. 0.02% Add +72.6% 3,602 $742K
Savant Capital, LLC 0.00% Add +29.9% 3,574 $737K
American Trust Investment Advisors, LLC 0.40% Add +107.0% 3,540 $730K
Gateway Wealth Partners, LLC 0.03% New 3,530 $728K
Diligent Investors, LLC 0.18% Reduce -1.7% 3,524 $726K
Merit Financial Group, LLC 0.01% Add +28.1% 3,515 $724K
Argonautica Private Wealth Management, Inc. 0.21% Add +8.9% 3,447 $710K
True North Advisors, LLC 0.08% New 3,430 $707K
Harbour Capital Advisors, LLC 0.13% Add +6.0% 3,515 $705K
Valeo Financial Advisors, LLC 0.02% Reduce -21.0% 3,402 $701K
Coldstream Capital Management Inc. 0.01% Reduce -3.4% 3,392 $699K
Wealthedge Investment Advisors, LLC 0.26% New 3,387 $698K
Baird Financial Group, Inc. 0.00% Add +4.4% 3,384 $697K
Blue Trust, Inc. 0.01% Reduce -14.7% 3,380 $696K
Optas, LLC 0.10% Add +0.5% 3,335 $687K
TD Private Client Wealth LLC 0.01% Reduce -8.3% 3,326 $685K
J. Team Financial, Inc. 0.76% Add +6.7% 3,288 $678K
Clear Harbor Asset Management, LLC 0.05% Add +0.3% 3,235 $667K
Ellevest, Inc. 0.09% New 3,211 $662K
Plan A Wealth LLC 0.31% Add +2.2% 3,159 $651K
Weaver Capital Management LLC 0.14% Reduce -42.7% 3,146 $648K
HBW Advisory Services LLC 0.07% Reduce -12.0% 3,081 $635K
Arkadios Wealth Advisors 0.01% Add +9.4% 3,012 $621K
Alexander Labrunerie & Co., Inc. 0.23% Reduce -0.1% 3,012 $621K
Picton Mahoney Asset Management 0.01% New 31,285 $620K
Pure Financial Advisors, LLC 0.01% Add +22.5% 2,971 $612K
Bridgewater Advisors Inc. 0.04% Reduce -7.5% 3,264 $610K
Rexford Capital Inc. 0.43% Add +1.0% 2,939 $606K
Cordatus Wealth Management LLC 0.14% Add +1.7% 2,914 $601K
Concurrent Investment Advisors, LLC 0.01% Add +40.3% 2,908 $599K
Dynamic Advisor Solutions LLC 0.02% Add +3.8% 2,893 $596K
Brighton Jones LLC 0.01% New 2,890 $596K
Kathmere Capital Management, LLC 0.04% Add +17.7% 2,858 $589K
Cresset Asset Management, LLC 0.00% Add +54.6% 2,850 $587K
MAI Capital Management 0.00% Add +32.4% 2,801 $577K
Sowell Financial Services LLC 0.02% Add +4.6% 2,785 $574K
Nilsine Partners, LLC 0.04% Add +16.2% 2,907 $559K
Venturi Wealth Management, LLC 0.02% Add +27.3% 2,650 $546K
Abundance Wealth Counselors 0.08% Add +8.2% 2,642 $544K
Lodestone Wealth Management LLC 0.21% Add +1.6% 2,603 $536K
Summit Securities Group LLC 0.26% New 2,600 $536K
Total Clarity Wealth Management, Inc. 0.12% Reduce -44.1% 2,546 $525K
West Family Investments, Inc. 0.18% Reduce -25.9% 2,523 $520K
Lee Danner & Bass Inc. 0.03% No change 2,517 $519K
Ascent Group, LLC 0.02% Reduce -1.2% 2,517 $519K
May Hill Capital, LLC 0.13% Reduce -0.3% 2,499 $515K
Steward Partners Investment Advisory, LLC 0.00% Reduce -21.5% 2,480 $511K
Financial & Tax Architects, LLC 0.11% New 2,473 $510K
PKS Advisory Services, LLC 0.12% Reduce -1.8% 2,435 $502K
Mission Wealth Management, LP 0.01% Reduce -4.1% 2,428 $500K
Wedmont Private Capital 0.02% Reduce -4.4% 2,268 $488K
IPG Investment Advisors LLC 0.08% Reduce -14.5% 2,345 $483K
Capital Analysts, LLC 0.01% Reduce -3.0% 2,341 $482K
DGS Capital Management, LLC 0.08% Add +37.2% 2,334 $481K
River Wealth Advisors LLC 0.05% Reduce -2.5% 2,317 $478K
Ridge Creek Global, Inc 0.40% No change 2,308 $476K
Dynasty Wealth Management, LLC 0.00% Add +3.6% 2,303 $475K
HUB Investment Partners, LLC 0.01% New 2,299 $474K
DeDora Capital, Inc. 0.12% Add +6.5% 2,280 $470K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -25.4% 2,275 $469K
Westover Capital Advisors, LLC 0.09% No change 2,245 $463K
Gallacher Capital Management LLC 0.18% Add +0.1% 2,241 $462K
Cetera Trust Company, N.A 0.26% No change 2,240 $462K
Campion Asset Management 0.31% Reduce -1.2% 2,224 $458K
D.A. Davidson & Co. 0.00% Reduce -7.0% 2,216 $457K
Severin Investments, LLC 0.39% Add +5.3% 2,214 $456K
Elevation Point Wealth Partners, LLC 0.01% Add +41.6% 2,213 $456K
Wealth Group, Ltd. 0.42% No change 2,205 $454K
Fort Sheridan Advisors LLC 0.05% Add +0.5% 2,186 $450K
Trust Point Inc. 0.04% Add +19.1% 2,180 $449K
J2 Capital Management Inc 0.31% Add +2.1% 2,170 $447K
Transamerica Financial Advisors, LLC 0.04% Add +39.4% 2,141 $441K
Cary Street Partners Financial LLC 0.01% Reduce -13.9% 2,131 $439K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -15.7% 2,118 $436K
Empowered Funds, LLC 0.00% New 2,112 $435K
Brown Advisory Inc. 0.00% Add +101.2% 2,082 $429K
Advisory Services Network, LLC 0.01% Add +5.2% 2,054 $423K
Koss-Olinger Consulting, LLC 0.04% New 2,050 $422K
Florida Trust Wealth Management Co 0.01% No change 2,046 $422K
World Investment Advisors 0.01% Add +8.1% 2,022 $417K
Mutual Advisors, LLC 0.01% Reduce -40.5% 1,999 $412K
PCM Encore, LLC 0.08% Add +16.2% 1,994 $411K
Corient IA LP 0.39% No change 1,990 $410K
Nicholas Hoffman & Company, LLC. 0.01% Add +7.2% 1,986 $409K
Rosenberg Matthew Hamilton 0.08% Add +2.2% 1,985 $409K
Cromwell Holdings LLC 0.23% No change 1,983 $409K
Dorato Capital Management 0.30% No change 1,884 $405K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -3.9% 1,944 $401K
Avior Wealth Management, LLC 0.01% Add +19.8% 1,926 $397K
Foster Victor Wealth Advisors, LLC 0.02% Add +11.2% 1,872 $396K
Manske Wealth Management 0.11% Add +16.1% 1,911 $394K
Vista Investment Management 0.13% Reduce -0.5% 1,910 $394K
Aprio Wealth Management, LLC 0.02% Add +26.7% 1,895 $390K
HSBC Holdings PLC 0.00% Add +494.1% 1,901 $390K
MQS Management LLC 0.26% New 1,891 $390K
Kestra Private Wealth Services, LLC 0.00% Add +14.8% 1,883 $388K
Keeler Thomas Management LLC 0.16% No change 1,874 $386K
PEAK6 LLC 0.01% New 1,865 $384K
Kingsview Wealth Management, LLC 0.01% Add +3.6% 1,857 $383K
Evolve Private Wealth, LLC 0.02% Add +85.2% 1,848 $381K
Wedbush Securities Inc. 0.01% Add +2.5% 1,824 $376K
King Luther Capital Management Corp. 0.00% New 1,808 $373K
Berger Financial Group, Inc 0.02% Reduce -2.6% 1,789 $369K
Iams Wealth Management, LLC 0.13% Add +32.6% 1,771 $365K
Anchyra Partners LLC 0.11% Add +10.6% 1,760 $363K
Traveka Wealth, LLC 0.14% Add +1.1% 1,756 $362K
TD Asset Management Inc 0.00% Add +4.8% 1,751 $361K
Choate Investment Advisors 0.01% Add +1.8% 1,749 $360K
Ameritas Advisory Services, LLC 0.01% Reduce -6.3% 1,728 $356K
Stephens Inc. 0.00% Reduce -18.2% 1,727 $356K
Hexagon Capital Partners LLC 0.05% New 1,723 $355K
Drive Wealth Management, LLC 0.07% Add +5.4% 1,711 $353K
Graybill Wealth Management, LTD. 0.11% No change 1,706 $352K
Parr McKnight Wealth Management Group, LLC 0.05% Add +3.1% 1,683 $347K
Aptus Capital Advisors, LLC 0.00% Reduce -2.6% 1,676 $345K
Snowden Capital Advisors LLC 0.01% Add +26.2% 1,671 $344K
Credit Industriel Et Commercial 0.06% Add +28.4% 1,669 $344K
Csenge Advisory Group 0.02% Reduce -1.7% 1,655 $341K
First Horizon Corp. 0.01% No change 1,651 $340K
New Republic Capital, LLC 0.11% Reduce -42.8% 1,647 $340K
Norway Savings Bank 0.16% Add +15.9% 1,636 $337K
CIBC Bancorp USA Inc. 0.00% — 1,624 $335K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.2% 1,617 $333K
PFG Investments, LLC 0.02% Reduce -4.1% 1,615 $333K
Composition Wealth, LLC 0.00% Add +30.3% 1,574 $324K
Riversedge Advisors, LLC 0.05% Add +3.4% 1,544 $318K
Bradley Foster & Sargent Inc. 0.00% Reduce -0.3% 1,544 $318K
Legacy Advisors, LLC 0.04% Reduce -0.5% 1,530 $315K
Journey Strategic Wealth LLC 0.01% Add +42.0% 1,521 $314K
Rehmann Capital Advisory Group 0.02% Add +3.4% 1,518 $313K
Seeds Investor LLC 0.04% New 1,478 $313K
Mgo One Seven LLC 0.01% Add +5.2% 1,517 $313K
Successful Portfolios LLC 0.17% No change 1,520 $309K
Flatrock Wealth Partners LLC 0.14% Add +8.8% 1,492 $307K
Perigon Wealth Management, LLC 0.01% Add +15.4% 1,487 $306K
Resonant Capital Advisors, LLC 0.02% Add +31.6% 1,487 $306K
Focus Partners Advisor Solutions, LLC 0.00% Add +35.2% 1,472 $303K
Farringdon Capital, Ltd. 0.07% New 1,471 $303K
Waverly Advisors, LLC 0.00% Add +9.6% 1,456 $300K
Wealth Alliance, LLC 0.03% Add +50.8% 1,455 $300K
Blair William & Co. 0.00% Add +1.3% 1,452 $299K
Bridgefront Capital, LLC 0.07% New 1,438 $296K
Canopy Partners, LLC 0.10% Add +1.0% 1,423 $293K
Brucke Financial, Inc. 0.14% Reduce -44.7% 1,382 $285K
Hardy Reed LLC 0.02% Add +14.2% 1,381 $285K
Walkner Condon Financial Advisors LLC 0.04% New 1,377 $284K
KOM Wealth Management Group, LLC 0.19% Reduce -0.6% 1,365 $281K
Klingman & Associates, LLC 0.01% Add +6.4% 1,355 $279K
Deutsche Bank AG 0.00% Add +95.4% 1,350 $278K
71 West Capital Partners 0.01% Add +16.4% 1,345 $277K
DAVENPORT & Co LLC 0.00% Reduce -32.8% 1,341 $276K
Stratos Wealth Advisors, LLC 0.02% No change 1,339 $276K
Moody National Bank Trust Division 0.03% Add +18.9% 1,339 $276K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,465 $276K
Seven Mile Advisory 0.20% Add +5.1% 1,328 $274K
Centiva Capital, LP 0.01% New 1,318 $272K
Capital Advisors Inc. 0.00% Add +0.3% 1,317 $271K
55 North Private Wealth, LLC 0.07% Add +20.7% 1,298 $268K
American Money Management, LLC 0.04% Reduce -2.8% 1,290 $266K
Arta Finance Wealth Management LLC 0.13% Reduce -10.1% 1,285 $265K
Beverly Hills Private Wealth, LLC 0.04% Reduce -31.4% 1,267 $261K
180 Wealth Advisors, LLC 0.03% Reduce -13.1% 1,263 $260K
Evoke Wealth, LLC 0.00% Add +6.2% 1,259 $260K
Auxier Asset Management LLC 0.04% No change 1,249 $257K
Dynamic Technology Lab Private Ltd 0.04% New 1,240 $256K
Silvia McColl Wealth Management, LLC 0.17% Reduce -3.1% 1,235 $255K
Cahill Financial Advisors Inc. 0.03% No change 1,233 $254K
Manchester Capital Management LLC 0.04% Reduce -1.2% 1,229 $253K
a16z Perennial Management, L.P. 0.02% No change 1,226 $253K
Prosperity Consulting Group, LLC 0.01% Add +14.3% 1,219 $251K
Advisors Capital Management, LLC 0.00% Add +0.7% 1,215 $250K
HBK Sorce Advisory LLC 0.01% Add +9.5% 1,334 $250K
Capital Advisors Wealth Management, LLC 0.03% Reduce -5.7% 1,205 $248K
Summit Global Investments 0.01% Reduce -43.3% 1,187 $245K
Parkside Financial Bank & Trust 0.02% Add +108.6% 1,187 $245K
Etesian Wealth Advisors, Inc. 0.08% No change 1,184 $244K
Meridian Wealth Management, LLC 0.01% Reduce -5.1% 1,163 $240K
Inscription Capital, LLC 0.03% Add +8.1% 1,158 $239K
NewEdge Wealth, LLC 0.00% Reduce -55.0% 1,149 $237K
Keebeck Wealth Management 0.03% New 1,148 $237K
Legacy Trust 0.04% No change 1,140 $235K
Harbour Investments, Inc. 0.00% Add +64.6% 1,139 $235K
Foster Group, Inc. 0.01% Add +11.6% 1,130 $233K
Fifth Third Bancorp 0.00% Add +9.3% 1,120 $231K
Glenview Trust Co 0.00% No change 1,111 $229K
HighPoint Advisor Group LLC 0.01% Reduce -82.5% 1,110 $229K
Penobscot Investment Management Company, Inc. 0.02% No change 1,102 $227K
Laraway Financial Advisors Inc 0.16% Reduce -15.4% 1,100 $227K
Net Worth Advisory Group 0.05% Reduce -0.8% 1,096 $226K
Greenspring Advisors, LLC 0.01% New 1,095 $226K
Mayflower Financial Advisors, LLC 0.03% Add +10.2% 1,092 $225K
Sound Income Strategies, LLC 0.01% Reduce -2.1% 1,072 $225K
KCM Investment Advisors LLC 0.01% Reduce -8.9% 1,089 $224K
Stratos Wealth Partners, LTD. 0.00% Reduce -13.0% 1,086 $224K
VestGen Advisors, LLC 0.01% Add +18.9% 1,227 $223K
Chevy Chase Trust Holdings, LLC 0.00% No change 1,076 $222K
Sharp Wealth Advisory, LLC 0.11% No change 1,075 $222K
Crestwood Advisors Group, LLC 0.00% New 1,073 $221K
Red Mountain Financial, LLC 0.21% No change 1,070 $221K
Williams Jones Wealth Management, LLC. 0.00% Add +10.2% 1,070 $221K
Oppenheimer & Co. Inc. 0.00% Add +14.1% 1,067 $220K
Wellington Shields Capital Management, LLC 0.03% No change 1,066 $220K
Schroder Investment Management Group 0.00% No change 1,094 $219K
Enterprise Financial Services Corp 0.11% Add +1.7% 1,060 $218K
AE Wealth Management LLC 0.00% Add +12.2% 1,057 $218K
Leonteq Securities AG 0.01% Add +48.5% 1,051 $217K
Shelton Capital Management 0.00% No change 1,050 $216K
Savvy Advisors, Inc. 0.01% Add +2.4% 1,047 $216K
Ashton Thomas Private Wealth, LLC 0.01% Add +11.4% 1,042 $215K
Argos Wealth Advisors, LLC 0.06% No change 1,040 $214K
Trek Financial, LLC 0.01% New 1,029 $212K
Howe & Rusling Inc. 0.01% Reduce -2.3% 1,026 $211K
Purpose Unlimited Inc. 0.01% New 1,022 $210K
Benjamin Edwards Inc. 0.00% New 1,007 $208K
Atlas Capital Advisors Inc. 0.02% Reduce -56.3% 1,004 $207K
Angeles Wealth Management, LLC 0.01% New 1,002 $207K
Core Wealth Partners LLC 0.10% No change 1,000 $206K
Altus Wealth Management, LLC 0.09% No change 1,000 $206K
Tiller Private Wealth, Inc. 0.07% No change 1,000 $206K
First National Bank & Trust Co. of Newtown 0.04% No change 1,000 $206K
Sfmg, LLC 0.01% Reduce -5.3% 1,000 $206K
Donaldson Capital Management, LLC 0.01% Reduce -0.6% 1,000 $206K
IHT Wealth Management, LLC 0.00% New 999 $206K
Modern Wealth Management, LLC 0.00% New 982 $206K
Western Wealth Management, LLC 0.01% Add +0.3% 996 $204K
SevenBridge Financial Group, LLC 0.03% No change 1,016 $204K
Sigma Planning Corp 0.01% Reduce -39.3% 987 $203K
Ferguson Wellman Capital Management, Inc. 0.00% New 986 $203K
Sunpointe, LLC 0.07% Reduce -1.9% 980 $202K
Brown Brothers Harriman & Co. 0.00% Add +76.0% 977 $201K
Hazlett, Burt & Watson, Inc. 0.06% Reduce -5.0% 961 $196K
Spire Wealth Management 0.01% Add +13.8% 902 $186K
Cullen/Frost Bankers, Inc. 0.00% Reduce -1.8% 835 $172K
Cary Street Partners Investment Advisory LLC 0.04% Add +12.2% 828 $171K
AlphaCore Capital LLC 0.00% Reduce -85.8% 781 $161K
CENTRAL TRUST Co 0.00% Reduce -0.1% 762 $157K
Rothschild Investment LLC 0.01% Add +9.1% 757 $156K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 730 $150K
Arax Advisory Partners 0.00% Reduce -71.2% 710 $146K
Pflug Koory, LLC 0.07% No change 700 $144K
Huntington National Bank 0.00% Reduce -22.4% 687 $142K
Owl Creek Wealth Partners LLC 0.05% — 665 $137K
Innovative Asset Advisors Group, LLC 0.08% — 662 $136K
Twin Peaks Wealth Advisors, LLC 0.03% New 646 $133K
Bessemer Group Inc. 0.00% Add +25.8% 639 $132K
Bayforest Capital Ltd 0.15% Reduce -35.1% 639 $132K
Provenance Wealth Advisors, LLC 0.01% No change 614 $127K
McMillan Office, Inc. 0.02% No change 600 $124K
Community Bank, N.A. 0.01% No change 600 $124K
Bruce G. Allen Investments, LLC 0.08% Add +10.8% 576 $119K
Millstone Evans Group, LLC 0.07% Add +4.9% 574 $118K
UMB Bank, n.a. 0.00% No change 570 $117K
North Star Investment Management Corp. 0.01% Add +0.4% 549 $113K
Greykasell Wealth Strategies, Inc. 0.04% No change 502 $103K
HM Payson & Co. 0.00% No change 488 $101K
MeadowBrook Investment Advisors LLC 0.09% No change 4,845 $97K
Adkins Seale Capital Management LLC 0.09% No change 450 $93K
Addison Advisors LLC 0.02% Reduce -6.8% 441 $91K
Costello Asset Management, INC 0.03% No change 420 $87K
Richardson Financial Services Inc. 0.05% Add +0.5% 408 $84K
Westside Investment Management, Inc. 0.01% No change 403 $83K
BankPlus Trust Department 0.02% No change 400 $82K
Trust Co. of Toledo NA 0.01% No change 400 $82K
BNP Paribas 0.00% No change 400 $82K
Global Assets Advisory, LLC 0.02% New 390 $80K
Destiny Wealth Partners, LLC 0.01% New 390 $80K
SouthState Bank Corp 0.00% No change 389 $80K
Financial Management Professionals, Inc. 0.01% Reduce -18.3% 371 $76K
Paradigm Asset Management Co. LLC 0.02% Reduce -45.8% 355 $73K
Salomon & Ludwin, LLC 0.01% No change 349 $72K
Golden State Wealth Management, LLC 0.01% No change 349 $72K
Geneos Wealth Management Inc. 0.00% Reduce -6.4% 349 $72K
Bogart Wealth, LLC 0.00% Reduce -0.6% 344 $71K
Atlantic Union Bankshares Corp 0.00% Add +6.2% 344 $71K
CoreFirst Bank & Trust 0.04% No change 338 $70K
Cassaday & Co Wealth Management LLC 0.00% New 321 $66K
Ancora Advisors LLC 0.00% Add +38.2% 315 $65K
Hilltop National Bank 0.02% Reduce -32.0% 313 $65K
Whipplewood Advisors, LLC 0.03% Add +7700.0% 312 $64K
SOA Wealth Advisors, LLC. 0.01% No change 312 $64K
Ares Financial Consulting, LLC 0.05% Add +3675.0% 302 $63K
Abound Financial, LLC 0.03% No change 300 $62K
Longview Financial Advisors LLC 0.03% No change 280 $58K
Private Trust Co. NA 0.01% Add +19.4% 271 $56K
Ascentis Wealth Management, LLC 0.01% No change 267 $55K
Bangor Savings Bank 0.00% Reduce -8.6% 267 $55K
Financial Perspectives, Inc 0.02% No change 267 $55K
Independence Bank of Kentucky 0.01% Reduce -15.5% 250 $52K
Key Financial Inc 0.01% Add +24.6% 248 $51K
Anfield Capital Management, LLC 0.01% New 246 $51K
Larson Financial Group LLC 0.00% Add +28.0% 242 $50K
Clearstead Advisors, LLC 0.00% No change 230 $47K
Roxbury Financial LLC 0.04% No change 221 $45K
Estabrook Capital Management 0.01% No change 220 $45K
Wilmington Savings Fund Society, FSB 0.00% Add +90.9% 210 $43K
Crews Bank & Trust 0.01% Add +716.0% 204 $42K
True Wealth Design, LLC 0.01% Add +75.0% 203 $42K
Activest Wealth Management 0.01% No change 202 $42K
Montag A & Associates Inc. 0.00% No change 200 $41K
JFS Wealth Advisors, LLC 0.00% Reduce -18.7% 196 $40K
Hamrick Investment Counsel, llc 0.02% No change 190 $39K
Signature Equity Partners, LLC 0.02% Add +16.7% 189 $39K
GW&K Investment Management, LLC 0.00% Add +35.3% 180 $37K
CoreCap Advisors, LLC 0.00% Reduce -35.8% 179 $37K
Cornerstone Planning Group LLC 0.00% Add +6.3% 186 $35K
Oakworth Capital, Inc. 0.00% No change 167 $34K
Parvin Asset Management, LLC 0.02% No change 163 $34K
International Assets Investment Management, LLC 0.00% New 160 $33K
Asset Dedication, LLC 0.00% Reduce -52.3% 158 $33K
Highline Wealth Partners LLC 0.01% Reduce -2.6% 148 $31K
Bell Investment Advisors, Inc 0.00% Reduce -27.9% 147 $30K
IFP Advisors, Inc 0.00% Reduce -49.5% 146 $30K
NFSG Corp 0.00% No change 145 $30K
Financial Consulate, Inc. 0.00% Add +55.4% 143 $29K
Fairscale Capital, LLC 0.02% No change 142 $29K
Boyd Watterson Asset Management LLC 0.01% No change 141 $29K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +418.5% 140 $29K
Physician Wealth Advisors, Inc. 0.00% Reduce -1.4% 139 $29K
Tsfg, LLC 0.00% No change 133 $28K
Bank of New Hampshire 0.01% No change 135 $28K
Caldwell Sutter Capital, Inc. 0.01% Add +14.7% 133 $27K
Essential Partners LLC 0.01% Add +10.1% 131 $27K
Grove Bank & Trust 0.00% No change 130 $27K
Lanark Financial, Inc. 0.00% Reduce -24.3% 128 $26K
Robinswood Financial LLC 0.01% No change 127 $26K
Caldwell Trust Co 0.00% Add +27.0% 127 $26K
First Pacific Financial 0.00% No change 120 $25K
CX Institutional 0.00% Reduce -5.0% 115 $24K
Retirement Wealth Solutions LLC 0.02% Add +6.4% 116 $24K
AdvisorNet Financial, Inc 0.00% No change 114 $23K
SJS Investment Consulting Inc. 0.00% Add +8.9% 110 $23K
McIlrath & Eck, LLC 0.00% No change 108 $22K
Coastline Trust Co 0.00% Reduce -17.1% 107 $22K
Rossby Financial, LCC 0.00% Add +188.9% 104 $22K
Key Capital Management, INC 0.01% Add +3.0% 103 $21K
Zions Bancorporation, National Association 0.00% Reduce -19.1% 102 $21K
Eastern Bank 0.00% Reduce -90.2% 102 $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% No change 100 $21K
V-Square Quantitative Management LLC 0.00% New 98 $20K
Harbor Investment Advisory, LLC 0.00% No change 98 $20K
Root Financial Partners, LLC 0.00% Reduce -23.1% 93 $19K
NBT Bank, N.A. 0.00% No change 90 $19K
Albion Financial Group 0.00% No change 89 $18K
Kilter Group LLC 0.01% Add +33.3% 88 $18K
Accent Capital Management, LLC 0.01% No change 85 $18K
Cornerstone Financial Management LLC 0.02% Add +16.7% 84 $17K
Nova Wealth Management, Inc. 0.01% No change 82 $17K
Wall Street Financial Group, Inc. 0.01% New 82 $17K
Ameriflex Group, Inc. 0.01% No change 82 $17K
CVA Family Office, LLC 0.00% No change 82 $17K
Maseco LLP 0.00% New 81 $17K
Brown, Lisle/Cummings, Inc. 0.00% Add +1460.0% 78 $16K
Curio Wealth, LLC 0.01% No change 77 $16K
Manning & Napier Advisors LLC 0.00% Reduce -1.3% 78 $16K
Wellington-Altus USA Inc. 0.01% Add +40.9% 93 $16K
Mather Group, Llc. 0.00% New 76 $16K
Country Trust Bank 0.00% No change 72 $15K
Redwood Park Advisors LLC 0.01% New 70 $14K
Nemes Rush Group LLC 0.00% No change 68 $14K
Principia Wealth Advisory, LLC 0.01% Add +34.7% 66 $14K
Ballast Advisors LLC 0.00% New 66 $14K
Basepoint Wealth LLC 0.01% Add +1.6% 64 $13K
Arlington Trust Co LLC 0.00% New 62 $13K
SHP Wealth Management 0.00% Add +57.9% 60 $12K
Aspect Partners, LLC 0.00% No change 58 $12K
Creative Financial Designs Inc. 0.00% Add +152.2% 58 $12K
Horizon Investments, LLC 0.00% Add +286.7% 58 $12K
MV Capital Management, Inc. 0.00% Add +300.0% 52 $11K
Bullseye Investment Management, LLC 0.01% No change 50 $10K
Missouri Trust & Investment Co 0.00% No change 50 $10K
N.E.W. Advisory Services LLC 0.00% No change 50 $10K
Adirondack Trust Co. 0.00% No change 50 $10K
TD Capital Management LLC 0.00% Add +716.7% 49 $10K
Westfuller Advisors, LLC 0.00% No change 49 $10K
Merrithew & Thorsten Inc 0.01% No change 50 $10K
Triumph Capital Management 0.00% Add +11.6% 48 $10K
Richards, Merrill & Peterson, Inc. 0.00% New 45 $9K
Kelleher Financial Advisors 0.00% No change 45 $9K
Abound Wealth Management 0.00% Reduce -13.7% 44 $9K
Rialto Wealth Management, LLC 0.00% Add +2050.0% 43 $9K
Raffa Wealth Management, LLC 0.00% No change 42 $9K
JPL Wealth Management, LLC 0.00% New 41 $8K
Park Square Financial Group, LLC 0.06% Add +11.1% 40 $8K
Bayban 0.01% No change 40 $8K
Morse Asset Management, Inc 0.00% No change 40 $8K
Toth Financial Advisory Corp. 0.00% Add +14.3% 40 $8K
Creative Capital Management Investments LLC 0.00% No change 39 $8K
Smithfield Trust Co 0.00% No change 34 $8K
Truvestments Capital LLC 0.00% No change 37 $8K
IMA Advisory Services, Inc. 0.00% Reduce -2.6% 37 $8K
EFG International AG 0.00% New 36 $7K
Field & Main Bank 0.00% No change 35 $7K
Lloyd Advisory Services, LLC. 0.00% New 30 $6K
Kingdom Financial Group LLC. 0.00% New 30 $6K
Vision Retirement, LLC 0.00% No change 27 $6K
Orion Capital Management LLC 0.00% No change 26 $5K
Beacon Financial Strategies CORP 0.00% No change 25 $5K
Intentional Wealth Strategies, LLC 0.00% — 25 $5K
WPG Advisers, LLC 0.00% Add +8.7% 25 $5K
Ascentis Independent Advisors 0.00% New 25 $5K
Boreal Capital Management LLC 0.00% Add +0.0% 24 $5K
Burk Holdings LLC 0.00% New 24 $5K
First Command Advisory Services, Inc. 0.00% Add +20.0% 24 $5K
Stone House Investment Management, LLC 0.00% No change 22 $5K
Synergy Investment Management, LLC 0.00% New 22 $5K
Park Place Capital Corp 0.00% No change 21 $4K
Glen Eagle Advisors, LLC 0.00% No change 21 $4K
Merkkuri Wealth Advisors LLC 0.00% New 20 $4K
HighMark Wealth Management LLC 0.00% Add +35.7% 19 $4K
LRI Investments, LLC 0.00% No change 19 $4K
Godfrey Financial Associates, Inc. 0.00% No change 18 $4K
Dogwood Wealth Management LLC 0.00% New 17 $4K
GHP Investment Advisors, Inc. 0.00% Add +112.5% 17 $4K
American Capital Advisory, LLC 0.00% Add +25.0% 15 $3K
Byrne Asset Management LLC 0.00% No change 15 $3K
Strive Financial Group ,LLC 0.00% No change 15 $3K
VSM Wealth Advisory, LLC 0.00% No change 14 $3K
Legacy Wealth Managment, LLC 0.00% No change 13 $3K
MidFirst Bank 0.00% Reduce -53.6% 13 $3K
Marshall Investment Management, LLC 0.00% New 11 $2K
Benson Wealth Management INC 0.00% No change 10 $2K
Essential Investment Partners LLC 0.00% No change 10 $2K
Tradewinds Capital Management, LLC 0.00% No change 10 $2K
Avion Wealth 0.00% No change 10 $2K
Financial Network Wealth Advisors LLC 0.00% New 9 $2K
Elevated Capital Advisors, LLC 0.00% No change 8 $2K
Delta Asset Management LLC 0.00% New 8 $2K
Evermay Wealth Management LLC 0.00% No change 8 $2K
Dunhill Financial, LLC 0.00% Reduce -12.5% 7 $2K
Southern Michigan Bank & Trust 0.00% — 6 $1K
Prestige Wealth Management Group LLC 0.00% No change 6 $1K
Investors Portfolio Services LLC 0.00% No change 5 $1K
Hilton Head Capital Partners, LLC 0.00% New 5 $1K
MPWM Advisory Solutions, LLC 0.00% No change 5 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5 $1K
Farmers & Merchants Investments Inc. 0.00% New 5 $1K
Navigoe, LLC 0.00% No change 8 $1K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 5 $1K
TFC Financial Management, Inc. 0.00% No change 4 $825
Islay Capital Management, LLC 0.00% New 4 $824
MBM Wealth Consultants, LLC 0.00% New 4 $824
Trust Co 0.00% No change 4 $824
Kozak & Associates, Inc. 0.00% No change 4 $770
Nvest Wealth Strategies, Inc. 0.00% New 3 $619
Walsh & Associates, LLC 0.00% New 3 $618
Wolff Wiese Magana LLC 0.00% New 2 $413
Frazier Financial Advisors, LLC 0.00% New 2 $413
Rachor Investment Advisory Services, LLC 0.00% No change 1 $229
Ameritas Investment Partners, Inc. 0.00% New 1 $206
High Note Wealth, LLC 0.00% No change 1 $206

"% 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.