Toll BrothersTOL

13F holders, Q1 2026 (March 31)
785holders +50
108new positions
64sold out
12famous investors
$136.35avg. 13F price*

At the end of Q1 2026, 785 institutions reported holding Toll Brothers Inc. (TOL) in their 13F filings, up 50 from Q4 2025. 108 opened new positions and 64 sold out. The largest holders were BlackRock, Inc. ($1.4B), Greenhaven Associates Inc. ($770.4M) and Capital World Investors ($710.7M). 12 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Toll Brothers Inc.
CUSIP
889478103
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 642Q1 2024Q2 2024: 659Q2 2024Q3 2024: 718Q3 2024Q4 2024: 721Q4 2024Q1 2025: 661Q1 2025Q2 2025: 661Q2 2025Q3 2025: 720Q3 2025Q4 2025: 735Q4 2025Q1 2026: 785Q1 2026Q2 2026: 808Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions108$246.0M
Exits64$179.8M

All 13F filers, Q4 2025 → Q1 2026: 7,872,997 shares bought and 8,061,946 shares sold, net −188,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 785 holders

BlackRock, Inc. 0.02% Reduce -1.2% 9,949,088 $1.4B
Greenhaven Associates Inc. 12.69% Add +0.8% 5,645,309 $770.4M
Capital World Investors 0.10% Add +0.2% 5,207,777 $710.7M
Vanguard Capital Management LLC 0.01% — 4,252,652 $580.4M
Vanguard Portfolio Management LLC 0.03% — 4,170,253 $569.1M
FMR LLC 0.03% Add +5.8% 3,505,038 $478.3M
State Street Corp. 0.02% Reduce -0.3% 3,359,665 $458.5M
Dimensional Fund Advisors LP 0.08% Add +3.5% 2,990,447 $408.1M
Geode Capital Management, LLC 0.02% Add +3.1% 2,379,639 $324.8M
AQR Capital Management 0.11% Reduce -19.7% 1,766,487 $238.0M
Jennison Associates LLC 0.13% Add +30.1% 1,418,543 $193.6M
Goldman Sachs Group Inc. 0.02% Add +18.1% 1,336,278 $182.4M
Morgan Stanley 0.01% Add +15.2% 1,273,748 $173.8M
Citadel Advisors 0.11% Add +7.4% 1,132,636 $154.6M
Holocene Advisors, LP 0.35% Add +6.1% 1,059,585 $144.6M
Bank of New York Mellon Corp 0.03% Reduce -0.2% 1,032,910 $141.0M
Baron Capital (BAMCO) 0.38% Reduce -20.1% 932,031 $127.2M
Northern Trust Corp. 0.02% Reduce -0.5% 855,583 $116.8M
LSV Asset Management 0.24% Reduce -4.0% 819,359 $111.8M
Millennium Management 0.09% Add +58.6% 814,317 $111.1M
Balyasny Asset Management L.P. 0.23% Add +29.1% 809,565 $110.5M
Victory Capital Management Inc. 0.07% Reduce -31.0% 762,752 $104.1M
Bank of America Corp. 0.01% Reduce -1.0% 751,404 $102.5M
Charles Schwab Investment Management Inc. 0.02% Add +3.4% 728,104 $99.4M
First Trust Advisors LP 0.06% Reduce -0.8% 598,128 $81.6M
Vanguard Fiduciary Trust Co. 0.02% — 587,377 $80.2M
Janus Henderson Group PLC 0.03% Add +13.3% 528,903 $72.2M
Raymond James Financial Inc. 0.02% Reduce -5.7% 518,135 $70.5M
JPMorgan Chase & Co. 0.00% Add +112.5% 535,716 $69.9M
Quantinno Capital Management LP 0.11% Add +158.4% 497,751 $67.9M
Qube Research & Technologies Ltd 0.09% Add +142.5% 479,428 $65.4M
Two Sigma Investments, LP 0.05% Reduce -26.3% 450,226 $61.4M
UBS Group AG 0.01% Add +15.0% 446,640 $61.0M
Pacer Advisors, Inc. 0.17% Add +3700.7% 430,356 $58.7M
Invesco Ltd. 0.01% Add +50.3% 406,869 $55.5M
Junto Capital Management LP 1.14% Reduce -2.6% 393,005 $53.6M
T. Rowe Price Associates Inc. 0.01% Reduce -88.1% 392,845 $53.6M
Walleye Capital LLC 0.36% Reduce -12.1% 391,002 $53.4M
Milford Funds Ltd. 1.02% Add +223.7% 354,987 $48.4M
Wells Fargo & Company 0.01% Reduce -7.0% 338,806 $46.2M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -22.2% 330,000 $45.0M
Anchor Capital Advisors LLC 1.27% Reduce -3.8% 327,136 $44.6M
Royal Bank of Canada 0.01% Add +29.7% 311,776 $42.5M
Voloridge Investment Management, LLC 0.17% Reduce -54.5% 308,850 $42.1M
Squarepoint Ops LLC 0.09% New 290,143 $39.6M
Basswood Capital Management, L.L.C. 1.98% Reduce -13.3% 284,288 $38.8M
Point72 Asset Management 0.07% Add +83.6% 279,587 $38.2M
Vaughan Nelson Investment Management, L.P. 0.37% Add +2.3% 268,356 $36.6M
Woodline Partners LP 0.14% Add +77.2% 266,679 $36.4M
Rhumbline Advisers 0.03% Reduce -4.1% 256,584 $35.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +0.5% 243,656 $33.3M
SG Americas Securities, LLC 0.03% Add +19.2% 227,044 $31.0M
Pictet Asset Management Holding SA 0.03% Reduce -17.5% 226,760 $30.9M
Marshall Wace, LLP 0.03% Reduce -20.2% 221,231 $30.2M
Bridgewater Associates 0.13% Reduce -29.9% 217,446 $29.7M
Barclays PLC 0.01% Reduce -30.4% 216,568 $29.6M
Retirement Systems of Alabama 0.10% Reduce -5.4% 215,480 $29.4M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -30.1% 239,665 $29.3M
Principal Financial Group Inc. 0.02% Add +2.0% 211,432 $28.9M
Allianz Asset Management GmbH 0.03% Add +0.7% 207,634 $28.3M
Nuveen, LLC 0.01% Add +12.2% 202,010 $27.6M
California Public Employees Retirement System 0.02% Add +10.1% 201,287 $27.5M
Deroy & Devereaux Private Investment Counsel Inc. 1.32% Reduce -0.7% 199,230 $27.2M
Assetmark, Inc. 0.05% Add +6.0% 191,100 $26.1M
Cookson Peirce & Co. Inc. 1.09% Add +0.6% 188,472 $25.7M
Swiss National Bank 0.01% Reduce -1.1% 187,900 $25.6M
Empowered Funds, LLC 0.16% New 185,113 $25.3M
Jane Street Group, LLC 0.03% Add +1974.6% 181,421 $24.8M
Renaissance Technologies 0.04% Add +172.9% 173,000 $23.6M
Ameriprise Financial Inc. 0.01% Reduce -0.4% 167,050 $22.8M
Franklin Resources Inc. 0.01% Add +321.7% 163,318 $22.3M
Ieq Capital, LLC 0.10% Reduce -8.6% 159,808 $21.8M
American Century Companies Inc. 0.01% Reduce -2.2% 158,589 $21.6M
Legal & General Group Plc 0.00% Reduce -11.2% 139,188 $19.0M
Rafferty Asset Management, LLC 0.08% Reduce -10.6% 136,065 $18.6M
Nomura Asset Management International Inc. 0.03% Add +1.8% 128,775 $17.6M
Caisse de depot et placement du Quebec 0.03% Add +11.5% 126,904 $17.3M
Citigroup Inc. 0.01% Reduce -15.6% 124,166 $16.9M
Corient Private Wealth LP 0.02% Add +1246.4% 124,491 $16.8M
Prudential Financial Inc. 0.02% Add +947.4% 118,801 $16.2M
Gateway Investment Advisers LLC 0.18% Reduce -7.0% 118,432 $16.2M
Alliancebernstein L.P. 0.01% Reduce -6.3% 117,025 $15.8M
Union Bancaire Privee, UBP SA 0.22% No change 121,100 $15.8M
New York State Teachers Retirement System 0.03% Reduce -3.0% 115,745 $15.8M
BNP Paribas Financial Markets 0.01% Reduce -28.4% 113,036 $15.4M
California State Teachers Retirement System 0.02% Add +21.0% 110,541 $15.1M
Gotham Asset Management 0.05% Add +217.4% 108,688 $14.8M
Envestnet Asset Management Inc. 0.00% Add +78.0% 108,460 $14.8M
Distillate Capital Partners LLC 0.77% Reduce -0.8% 107,575 $14.7M
State of Wisconsin Investment Board 0.03% Reduce -9.6% 106,941 $14.6M
GDS Wealth Management 0.83% Add +9.6% 101,691 $13.9M
ExodusPoint Capital Management, LP 0.14% New 101,110 $13.8M
Lyell Wealth Management, LP 1.00% Add +4.7% 100,181 $13.7M
Mercer Global Advisors Inc. 0.02% Add +65.3% 100,054 $13.7M
Davis R M Inc. 0.24% Reduce -8.8% 98,016 $13.4M
Captrust Financial Advisors 0.02% Add +258.4% 97,558 $13.3M
LPL Financial LLC 0.00% Reduce -0.6% 96,421 $13.2M
National Bank of Canada 0.01% Reduce -7.2% 95,767 $13.1M
De Lisle Partners LLP 1.55% No change 95,000 $13.0M
Verition Fund Management LLC 0.13% Reduce -1.7% 94,609 $12.9M
Strategic Wealth Partners, Ltd. 0.89% Add +7.1% 94,052 $12.8M
Riverstone Advisors, LLC 6.16% Reduce -5.8% 91,568 $12.5M
Moran Wealth Management, LLC 0.37% Add +12.6% 89,488 $12.2M
Wedgewood Partners Inc. 2.49% New 88,275 $12.0M
Focus Partners Wealth 0.01% Add +15.6% 86,196 $11.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 86,060 $11.7M
D. E. Shaw & Co. 0.01% New 84,153 $11.5M
Engineers Gate Manager LP 0.14% New 82,364 $11.2M
Allspring Global Investments Holdings, LLC 0.02% Reduce -24.6% 81,765 $11.2M
Lighthouse Investment Partners, LLC 0.42% Add +147.8% 81,093 $11.1M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +1.1% 80,951 $11.0M
RBF Capital, LLC 0.54% No change 80,500 $11.0M
State Board of Administration of Florida Retirement System 0.02% Reduce -5.3% 80,304 $11.0M
Kettle Hill Capital Management, LLC 2.74% New 80,222 $10.9M
MetLife Investment Management, LLC 0.06% Reduce -0.7% 79,591 $10.9M
NFC Investments, LLC 3.01% New 79,138 $10.8M
Van Eck Associates Corp. 0.01% Add +3.8% 77,752 $10.6M
Cerity Partners LLC 0.01% Reduce -53.5% 77,544 $10.6M
Canada Pension Plan Investment Board 0.01% Add +1.9% 76,100 $10.4M
Tower Bridge Advisors 1.00% Reduce -0.4% 75,591 $10.3M
Public Employees Retirement Association of Colorado 0.04% Add +658.1% 74,532 $10.2M
CANADA LIFE ASSURANCE Co 0.02% Add +1.1% 74,245 $10.2M
Quantbot Technologies LP 0.41% Add +113113.9% 73,589 $10.0M
Amundi 0.00% Reduce -31.5% 73,250 $10.0M
O'shaughnessy Asset Management, LLC 0.05% Add +66.2% 70,830 $9.7M
Horizon Investments, LLC 0.10% Add +34.9% 68,721 $9.4M
Eurizon Capital SGR S.p.A. 0.03% Add +1165.9% 68,588 $9.4M
Cambria Investment Management, L.P. 0.51% Add +9.3% 67,490 $9.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.5% 66,177 $9.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Add +3036.2% 66,394 $9.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -0.3% 64,500 $8.8M
Natixis Advisors, LLC 0.01% Add +6.3% 64,110 $8.7M
Teacher Retirement System of Texas 0.04% Reduce -1.7% 63,268 $8.6M
Edgestream Partners, L.P. 0.27% New 60,199 $8.2M
Mackenzie Financial Corp. 0.01% Add +904.1% 59,923 $8.2M
HRT Financial LP 0.02% Reduce -2.9% 59,170 $8.1M
Cwm, LLC 0.02% Reduce -1.4% 59,021 $8.1M
Janney Montgomery Scott LLC 0.02% Reduce -15.1% 58,797 $8.0M
XTX Topco Ltd 0.14% Add +1020.2% 58,652 $8.0M
Hook Mill Capital Partners, LP 0.69% Add +1735.1% 57,456 $7.8M
New York State Common Retirement Fund 0.01% Reduce -3.4% 56,353 $7.7M
Neuberger Berman Group LLC 0.01% Add +12.7% 55,731 $7.6M
Capital Fund Management S.A. 0.07% Add +291.7% 53,551 $7.3M
Vanguard Global Advisers, LLC 0.00% — 52,930 $7.2M
Castleark Management LLC 0.23% Add +25.1% 51,403 $7.0M
Agf Management Ltd. 0.03% Reduce -52.2% 50,659 $6.9M
Russell Investments Group, Ltd. 0.01% Reduce -27.2% 49,754 $6.8M
Whittier Trust Co. 0.08% New 49,166 $6.8M
HighTower Advisors, LLC 0.01% Add +6.5% 49,623 $6.8M
Hancock Whitney Corp. 0.12% Reduce -3.5% 47,463 $6.7M
Highland Capital Management, LLC 0.35% Reduce -1.0% 48,960 $6.7M
Y-Intercept (Hong Kong) Ltd 0.12% New 47,397 $6.5M
Alphadyne Asset Management LP 0.85% Add +2694.5% 47,395 $6.5M
Stifel Financial Corp. 0.01% Add +231.8% 46,220 $6.3M
Alps Advisors Inc. 0.03% Reduce -3.4% 46,064 $6.3M
Annex Advisory Services, LLC 0.12% Add +3.6% 45,833 $6.3M
Thrivent Financial for Lutherans 0.01% Add +1.1% 45,631 $6.2M
Candriam S.C.A. 0.03% Reduce -36.1% 45,465 $6.2M
Cannell & Spears LLC 0.12% Reduce -0.4% 44,887 $6.1M
Susquehanna International Group, LLP 0.01% Reduce -25.6% 44,442 $6.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +26.2% 43,984 $6.0M
SlateStone Wealth, LLC 0.49% Add +3.1% 43,895 $6.0M
Amalgamated Bank 0.05% Reduce -0.6% 43,852 $6.0M
Pathstone Holdings, LLC 0.02% Reduce -5.3% 42,301 $5.8M
Glenmede Trust Co. NA 0.03% Reduce -1.4% 41,894 $5.7M
Police & Firemen's Retirement System of New Jersey 0.05% Reduce -1.2% 40,712 $5.6M
Capital International, Inc. 0.04% Add +8.6% 40,452 $5.5M
Treasurer of the State of North Carolina 0.02% Add +0.4% 40,354 $5.5M
Sei Investments Co. 0.01% Add +69.8% 40,097 $5.5M
Mutual of America Capital Management LLC 0.06% Reduce -10.1% 40,086 $5.5M
Waverly Advisors, LLC 0.04% Add +1130.7% 39,111 $5.3M
GAMCO Investors 0.05% Reduce -0.1% 38,377 $5.2M
Creative Planning 0.00% Add +55.0% 38,019 $5.2M
Sciencast Management LP 0.66% New 37,994 $5.2M
State of Tennessee, Department of Treasury 0.02% No change 37,802 $5.2M
Commonwealth Equity Services, LLC 0.01% Reduce -6.5% 37,716 $5.1M
Investment House LLC 0.27% Add +11.3% 37,683 $5.1M
Vest Financial, LLC 0.06% Add +6.0% 36,710 $5.0M
Advisors Capital Management, LLC 0.06% Add +7.8% 36,529 $5.0M
Oppenheimer & Co. Inc. 0.06% Add +88.5% 36,256 $4.9M
HSBC Holdings PLC 0.00% Add +112.1% 35,381 $4.8M
Qsemble Capital Management, LP 0.37% New 35,187 $4.8M
Cetera Investment Advisers 0.01% Add +1.4% 34,694 $4.7M
Burney Co./ 0.15% Reduce -18.1% 34,671 $4.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.8% 34,540 $4.7M
FIL Ltd 0.00% Add +79.3% 34,301 $4.7M
Quadrature Capital Ltd 0.06% Add +35.5% 34,202 $4.7M
Entropy Technologies, LP 0.21% New 33,775 $4.6M
Trexquant Investment LP 0.03% New 33,609 $4.6M
BLB&B Advisors, LLC 0.19% Reduce -2.5% 33,446 $4.6M
Evolve Private Wealth, LLC 0.24% Reduce -2.1% 32,561 $4.4M
Mitchell Capital Management Co. 0.81% Add +3.7% 32,526 $4.4M
Ritholtz Wealth Management 0.08% Add +128.7% 32,217 $4.4M
Infrastructure Capital Advisors, LLC 0.61% New 31,226 $4.3M
Deutsche Bank AG 0.00% Reduce -52.8% 30,516 $4.2M
Advisory Services Network, LLC 0.05% Add +1.5% 30,222 $4.1M
Teachers Retirement System of the State of Kentucky 0.03% No change 30,147 $4.1M
Shellback Capital, LP 0.58% New 30,000 $4.1M
Public Employees Retirement System of Ohio 0.01% Reduce -4.4% 29,728 $4.1M
Bank of Montreal 0.00% Reduce -21.9% 29,650 $4.0M
Yousif Capital Management, LLC 0.05% Reduce -6.0% 29,420 $4.0M
Handelsbanken Fonder AB 0.01% No change 29,200 $4.0M
Regal Investment Advisors LLC 0.23% Add +0.8% 29,054 $4.0M
Panagora Asset Management Inc. 0.01% Add +370.7% 28,975 $4.0M
Fifth Third Bancorp 0.01% Add +2672.4% 28,362 $3.9M
Osaic Holdings, Inc. 0.01% Add +13.1% 27,792 $3.8M
Montag A & Associates Inc. 0.18% Add +63.2% 27,758 $3.8M
Louisiana State Employees Retirement System 0.07% Add +3.0% 27,500 $3.8M
TCW Group Inc. 0.03% Add +15.0% 27,421 $3.7M
Twinbeech Capital LP 0.39% New 27,350 $3.7M
Emerald Investment Advisers, LLC 0.33% — 27,166 $3.7M
Old National Bancorp 0.06% Add +8.3% 27,130 $3.7M
State of New Jersey Common Pension Fund D 0.01% Add +8.5% 26,253 $3.6M
Intech Investment Management LLC 0.04% Reduce -36.1% 26,151 $3.6M
Trail Ridge Investment Advisors, LLC 1.55% Add +0.9% 26,143 $3.6M
Arizona State Retirement System 0.02% Reduce -3.3% 26,084 $3.6M
Orion Porfolio Solutions, LLC 0.03% Add +12.7% 25,669 $3.5M
Jones Financial Companies LLLP 0.00% Add +356.1% 26,247 $3.4M
Whittier Trust Co. of Nevada Inc. 0.07% New 24,829 $3.4M
KLP Kapitalforvaltning As 0.01% Add +2.5% 25,000 $3.4M
Capital Management Corp. 0.58% Reduce -1.0% 24,835 $3.4M
Laurion Capital Management LP 0.33% New 24,318 $3.3M
Vanguard Investments Australia, Ltd. 0.01% — 24,091 $3.3M
Ashton Thomas Private Wealth, LLC 0.08% New 23,815 $3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -1.6% 23,740 $3.2M
NorthCrest Asset Manangement, LLC 0.10% Reduce -10.8% 23,810 $3.2M
Assenagon Asset Management S.A. 0.01% Reduce -1.1% 23,489 $3.2M
SWP Investment Management LLC 2.39% Add +2.0% 23,477 $3.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -79.6% 23,173 $3.2M
Nisa Investment Advisors, LLC 0.01% Reduce -1.7% 22,938 $3.1M
Voya Investment Management LLC 0.00% Reduce -1.7% 22,831 $3.1M
State of Michigan Retirement System 0.02% No change 22,826 $3.1M
Merit Financial Group, LLC 0.02% Add +10.9% 22,802 $3.1M
PNC Financial Services Group, Inc. 0.00% Reduce -5.2% 22,632 $3.1M
Coldstream Capital Management Inc. 0.04% Add +127.3% 21,369 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -1.6% 21,227 $2.9M
Cullen/Frost Bankers, Inc. 0.03% Reduce -0.0% 21,200 $2.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +4.5% 21,103 $2.9M
AE Wealth Management LLC 0.02% Add +656.6% 21,025 $2.9M
New Mexico Educational Retirement Board 0.09% No change 21,000 $2.9M
Gardner Lewis Asset Management L P 0.62% Reduce -17.4% 20,953 $2.9M
Baypointe Partners LLC 3.75% Add +13.9% 20,000 $2.7M
AssuredPartners Investment Advisors, LLC 0.30% New 19,712 $2.7M
Lecap Asset Management Ltd. 1.02% New 19,904 $2.7M
Pallas Capital Advisors LLC 0.10% Reduce -6.7% 19,617 $2.7M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +79.6% 19,534 $2.7M
Oregon Public Employees Retirement Fund 0.04% Add +1.0% 19,424 $2.7M
Vanguard Personalized Indexing Management, LLC 0.03% Add +0.6% 19,349 $2.6M
Brevan Howard Capital Management LP 0.03% Add +122.3% 18,963 $2.6M
OMC Financial Services LTD 1.00% No change 18,918 $2.6M
Man Group plc 0.01% New 18,896 $2.6M
Hager Investment Management Services, LLC 1.38% Add +10.8% 18,395 $2.5M
Gabelli Funds LLC 0.02% No change 18,200 $2.5M
Bank Ozk 0.88% Add +3.1% 18,174 $2.5M
Stamos Capital Partners, L.P. 0.38% Reduce -2.8% 17,913 $2.4M
Shariaportfolio, Inc. 1.08% Reduce -32.7% 17,852 $2.4M
JT Stratford LLC 0.31% Add +121.2% 17,630 $2.4M
Opinicus Capital, Inc. 1.70% Add +0.4% 17,623 $2.4M
Ameritas Investment Partners, Inc. 0.07% Reduce -1.2% 17,455 $2.4M
Mariner, LLC 0.00% Reduce -64.1% 17,095 $2.3M
First Business Financial Services, Inc. 0.21% Add +12.4% 16,983 $2.3M
Soltis Investment Advisors LLC 0.15% New 16,970 $2.3M
GoodHaven Capital Management, LLC 0.83% Add +0.0% 16,969 $2.3M
Graham Capital Management, L.P. 0.10% New 16,812 $2.3M
Readystate Asset Management LP 0.23% New 16,767 $2.3M
Vident Advisory, LLC 0.02% Add +59.2% 16,521 $2.3M
Boothbay Fund Management, LLC 0.05% Add +465.8% 16,369 $2.2M
Byrne Asset Management LLC 1.30% Reduce -6.3% 15,995 $2.2M
Truist Financial Corp. 0.00% Add +5.2% 15,936 $2.2M
Catalyst Capital Advisors LLC 0.04% Reduce -5.4% 15,825 $2.2M
Utah Retirement Systems 0.02% Reduce -4.4% 15,503 $2.1M
Blair William & Co. 0.01% Add +18.4% 15,357 $2.1M
South Dakota Investment Council 0.04% Reduce -26.5% 15,223 $2.1M
Walleye Trading LLC 0.04% Reduce -45.3% 15,122 $2.1M
TD Waterhouse Canada Inc. 0.01% Add +1.9% 15,039 $2.1M
Summit Trail Advisors, LLC 0.03% Add +80.3% 14,969 $2.0M
Magnetar Financial LLC 0.02% New 14,708 $2.0M
Summit Place Financial Advisors, LLC 0.94% Add +11.1% 14,315 $2.0M
Caldwell Trust Co 0.17% Add +10.7% 13,980 $1.9M
Great Lakes Retirement, Inc. 0.20% Reduce -0.3% 13,836 $1.9M
M&T Bank Corp 0.01% Add +7.3% 13,812 $1.9M
OMERS ADMINISTRATION Corp 0.01% Add +9.2% 13,270 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.8% 13,238 $1.8M
Virtu Financial LLC 0.07% New 13,122 $1.8M
Clear Harbor Asset Management, LLC 0.12% Add +0.2% 13,018 $1.8M
Gsa Capital Partners LLP 0.11% New 12,752 $1.7M
Caprock Group, LLC 0.04% Add +518.0% 12,563 $1.7M
Kestra Advisory Services, LLC 0.01% Reduce -15.2% 12,443 $1.7M
GMO 0.00% Add +83.2% 12,433 $1.7M
Ensign Peak Advisors, Inc 0.00% Add +171.3% 11,894 $1.6M
FJ Capital Management LLC 0.18% New 11,874 $1.6M
Revolve Wealth Partners, LLC 0.21% Add +2.0% 11,792 $1.6M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -20.1% 11,705 $1.6M
Xponance LLC 0.01% Add +28.7% 11,681 $1.6M
Lazard Asset Management LLC 0.00% Add +5.8% 11,452 $1.6M
Polymer Capital Management (US) LLC 0.23% Reduce -18.9% 11,434 $1.6M
Aigen Investment Management, LP 0.40% New 11,389 $1.6M
Private Advisor Group, LLC 0.01% Reduce -19.3% 11,323 $1.5M
Brian Low Financial Group, LLC 1.04% Add +11.8% 11,213 $1.5M
Dynamic Technology Lab Private Ltd 0.25% Add +26.3% 11,200 $1.5M
Outfitters Financial LLC 1.17% Reduce -8.4% 11,055 $1.5M
Mgo One Seven LLC 0.03% Reduce -2.2% 10,939 $1.5M
Occudo Quantitative Strategies LP 0.08% Add +53.5% 10,427 $1.5M
QRG Capital Management, Inc. 0.02% Add +13.7% 10,799 $1.5M
Polianta Ltd 0.20% New 10,800 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -4.9% 10,566 $1.4M
First Citizens Bank & Trust Co. 0.03% Reduce -4.5% 10,554 $1.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.07% No change 10,000 $1.4M
MRP Capital Investments, LLC 1.19% Add +10.6% 9,988 $1.4M
Cibc World Market Inc. 0.00% Reduce -13.7% 9,660 $1.3M
Moody Aldrich Partners LLC 0.24% Reduce -59.3% 9,658 $1.3M
Integrity Alliance, Llc. 0.05% Add +9.5% 9,636 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -14.8% 9,602 $1.3M
University of Texas/Texas Am Investment Management Co. 0.19% New 9,561 $1.3M
Brighton Jones LLC 0.03% New 9,556 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -0.9% 9,508 $1.3M
Jump Financial, LLC 0.02% New 9,357 $1.3M
Ostrum Asset Management 0.07% Add +17.6% 9,030 $1.2M
Pine Valley Investments Ltd Liability Co 0.06% Add +0.0% 9,000 $1.2M
Brooklyn Investment Group 0.04% Add +58.4% 8,859 $1.2M
McLaughlin Asset Management, Inc. 1.15% Reduce -3.2% 8,788 $1.2M
Vestcor Inc 0.03% Add +16.1% 8,763 $1.2M
DekaBank Deutsche Girozentrale 0.00% No change 8,591 $1.2M
Aviance Capital Partners, LLC 0.14% Reduce -52.6% 8,512 $1.2M
Hilltop National Bank 0.27% Add +0.4% 8,414 $1.1M
Proficio Capital Partners LLC 0.06% Add +0.1% 8,394 $1.1M
Callan Family Office, LLC 0.03% Add +6.8% 8,340 $1.1M
Federated Hermes, Inc. 0.00% Add +5.0% 8,136 $1.1M
Krilogy Financial LLC 0.04% Reduce -0.9% 7,864 $1.1M
Buckland Partners Management Co LLC 0.66% No change 8,000 $1.1M
Oak Thistle LLC 0.11% Add +14.0% 7,978 $1.1M
Delphi Management Inc. 1.29% Reduce -21.0% 7,891 $1.1M
One Wealth Advisors, LLC 0.13% New 7,799 $1.1M
Old North State Trust, LLC 0.63% Add +4.7% 7,784 $1.1M
Tudor Investment Corporation 0.01% New 7,729 $1.1M
CSS LLC 0.17% Add +6.8% 7,722 $1.1M
Hillsdale Investment Management Inc. 0.03% New 7,700 $1.1M
MML Investors Services, LLC 0.00% Reduce -12.8% 7,629 $1.0M
Sequoia Financial Advisors, LLC 0.01% Reduce -4.8% 7,621 $1.0M
Kingsview Wealth Management, LLC 0.01% Reduce -89.0% 7,609 $1.0M
Brown, Lisle/Cummings, Inc. 0.26% No change 7,600 $1.0M
Gallo Partners, LP 1.96% Reduce -61.0% 7,507 $1.0M
US Bancorp \de 0.00% Add +24.3% 7,494 $1.0M
Beacon Pointe Advisors, LLC 0.01% New 7,432 $1.0M
Jamison Private Wealth Management, Inc. 0.13% Add +3.4% 7,367 $1.0M
Sanctuary Advisors, LLC 0.01% Add +4.6% 7,328 $1.0M
Sacks & Associates, LLC 0.74% Add +1.9% 7,315 $998K
Headlands Technologies LLC 0.11% Reduce -28.3% 7,300 $996K
Wincap Financial LLC 0.66% Add +7.8% 7,228 $986K
&partners 0.00% Add +109.1% 6,874 $980K
Securian Asset Management, Inc. 0.04% No change 7,024 $959K
NorthCoast Asset Management LLC 0.02% Reduce -0.1% 6,905 $942K
Paradiem, LLC 0.21% Reduce -9.1% 6,879 $939K
Evergreen Capital Management LLC 0.02% Add +83.6% 6,772 $924K
Transcend Capital Advisors, LLC 0.07% Add +0.6% 6,593 $900K
Jaffetilchin Investment Partners, LLC 0.05% Add +0.1% 6,571 $897K
Diker Management LLC 0.78% No change 6,400 $873K
Chicago Partners Investment Group LLC 0.02% Add +42.1% 5,842 $865K
Lebenthal Global Advisors, LLC 0.13% Add +9.8% 6,325 $863K
Federation des caisses Desjardins du Quebec 0.00% Reduce -21.5% 6,260 $854K
New England Research & Management, Inc. 0.36% Reduce -20.7% 6,225 $850K
MAI Capital Management 0.00% Reduce -12.6% 6,215 $848K
Hantz Financial Services, Inc. 0.01% Add +42.7% 6,142 $838K
Quadrant Capital Group LLC 0.03% Add +3.2% 6,128 $836K
Vise Technologies, Inc. 0.02% No change 6,103 $825K
NewEdge Advisors, LLC 0.00% Reduce -6.3% 6,041 $824K
Commerce Bank 0.00% Add +135.1% 5,986 $817K
Atlas Capital Advisors Inc. 0.09% Reduce -14.1% 5,951 $812K
Swiss Life Asset Management Ltd 0.00% Add +33.1% 5,926 $809K
United Capital Financial Advisors, LLC 0.01% Add +113.2% 5,907 $806K
Systematic Alpha Investments, LLC 0.03% No change 5,900 $805K
Integrated Advisors Network LLC 0.04% Reduce -67.8% 5,812 $793K
PKO Investment Management Joint-Stock Co 0.07% Reduce -14.7% 5,800 $792K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.7% 5,720 $781K
Northstar Advisory Group, LLC 0.30% Reduce -56.3% 5,712 $780K
Cresset Asset Management, LLC 0.00% Reduce -2.3% 5,631 $768K
U S Global Investors Inc. 0.09% New 5,400 $737K
Chapin Davis, Inc. 0.16% Reduce -0.3% 5,394 $736K
Gratus Wealth Advisors, LLC 0.11% Reduce -12.3% 5,376 $734K
River Wealth Advisors LLC 0.08% No change 5,339 $729K
Bank of Nova Scotia 0.00% Reduce -96.8% 5,332 $728K
Integrated Wealth Concepts LLC 0.01% Add +219.9% 5,300 $723K
Pinnacle Associates Ltd. 0.01% Reduce -1.9% 5,294 $722K
Capital Squared Financial LLC 0.55% Add +0.1% 5,284 $721K
DNB Asset Management AS 0.00% New 5,248 $716K
Schroder Investment Management Group 0.00% Add +3.3% 5,402 $705K
Equitable Holdings, Inc. 0.00% Add +13.0% 5,185 $701K
Oxford Asset Management LLP 0.28% New 5,132 $700K
iSAM Funds (UK) Ltd 0.35% New 5,130 $700K
Game Creek Capital, LP 0.26% Reduce -55.6% 5,000 $682K
Ceeto Capital Group, LLC 0.21% No change 5,000 $682K
Belpointe Asset Management LLC 0.02% Reduce -6.0% 4,980 $680K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 4,961 $677K
Group One Trading LLC 0.02% Add +10.9% 4,947 $675K
Key Financial Inc 0.12% Add +1.1% 4,927 $672K
denkapparat Operations GmbH 0.28% No change 4,918 $671K
Inceptionr LLC 0.16% New 4,906 $670K
Westover Capital Advisors, LLC 0.12% Add +32.4% 4,900 $669K
E Fund Management Co., Ltd. 0.02% — 4,758 $649K
Los Angeles Capital Management LLC 0.00% Reduce -87.0% 4,728 $645K
Maryland State Retirement & Pension System 0.01% No change 4,699 $641K
Compound Planning, Inc. 0.02% Add +7.3% 4,692 $640K
Meeder Advisory Services, Inc. 0.03% Add +4.9% 4,685 $639K
RiverPark Advisors, LLC 0.31% New 4,658 $636K
Oak Asset Management, LLC 0.22% No change 4,600 $628K
Penserra Capital Management LLC 0.01% Add +2.1% 4,572 $623K
Aaron Wealth Advisors LLC 0.04% Add +6.1% 4,553 $621K
Martin Capital Advisors, LLP 0.39% Add +2.9% 4,530 $618K
PW Nova Financial Services LLC 0.17% Add +27.1% 4,521 $617K
CI Investments Inc. 0.00% Reduce -1.6% 4,431 $605K
Essential Partners LLC 0.20% Reduce -0.1% 4,385 $598K
Optimize Financial Inc. 0.29% New 4,339 $592K
Choreo, LLC 0.01% Add +14.3% 4,289 $585K
D.A. Davidson & Co. 0.00% Reduce -14.9% 4,277 $584K
Strategic Investment Advisors / MI 0.04% Reduce -3.6% 4,259 $583K
Atria Investments, Inc 0.01% Add +52.0% 4,262 $582K
First Commonwealth Financial Corp 0.09% No change 4,256 $581K
MOKAN Wealth Management Inc. 0.25% Add +94.6% 4,110 $561K
Independent Advisor Alliance 0.01% Add +1.4% 4,081 $557K
Brown Advisory Inc. 0.00% Add +0.2% 4,071 $556K
Inscription Capital, LLC 0.06% New 4,015 $548K
Fortune Financial Advisors, LLC 0.28% New 4,000 $546K
Syon Capital LLC 0.03% Add +143.1% 3,878 $529K
Tidal Investments LLC 0.00% Reduce -19.2% 3,825 $522K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +90.0% 3,802 $519K
ProShare Advisors LLC 0.00% Reduce -1.7% 3,800 $519K
Fifth Third Wealth Advisors LLC 0.02% Add +2.9% 3,767 $514K
Gross & Hartman Investments LLC 0.27% Add +6.3% 3,756 $513K
Sovereign Financial Group, Inc. 0.09% Reduce -0.5% 3,751 $512K
Fuller & Thaler Asset Management, Inc. 0.00% No change 3,721 $508K
Denali Advisors LLC 0.06% Add +18.6% 3,712 $507K
Simplex Trading, LLC 0.02% New 3,671 $501K
EverSource Wealth Advisors, LLC 0.02% Add +8.4% 3,635 $496K
Tower Research Capital LLC (TRC) 0.01% Add +8.4% 3,591 $490K
AdvisorShares Investments LLC 0.09% No change 3,560 $486K
Baker Avenue Asset Management, LP 0.01% Add +37.4% 3,544 $484K
Stratos Wealth Partners, LTD. 0.01% Add +103.4% 3,537 $483K
IFP Advisors, Inc 0.01% Add +10.2% 3,526 $481K
EP Wealth Advisors, LLC 0.00% Add +15.5% 3,525 $481K
Pavaki Capital Management LLC 0.34% No change 3,500 $478K
GAMMA Investing LLC 0.02% Add +23.0% 3,496 $477K
HB Wealth Management, LLC 0.00% Add +11.6% 3,484 $475K
Bull Harbor Capital LLC 0.12% — 3,414 $466K
Numerai GP LLC 0.05% Reduce -86.3% 3,390 $463K
Drive Wealth Management, LLC 0.10% Reduce -18.3% 3,389 $462K
Brown Brothers Harriman & Co. 0.00% New 3,382 $462K
Earned Wealth Advisors, LLC 0.03% Add +11.3% 3,286 $448K
Ascentis Wealth Management, LLC 0.09% Add +0.1% 3,271 $446K
Exchange Traded Concepts, LLC 0.00% Add +26.9% 3,268 $446K
Versant Capital Management, Inc 0.04% Add +300.3% 3,254 $444K
Two Sigma Securities, LLC 0.05% Add +91.3% 3,239 $442K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.2% 3,234 $441K
Strathmore Capital Advisors, Inc. 0.12% Reduce -11.2% 3,007 $441K
Axq Capital, LP 0.06% New 3,206 $438K
Mutual Advisors, LLC 0.01% Add +0.4% 3,195 $436K
SYM FINANCIAL Corp 0.04% Reduce -0.3% 3,195 $436K
Sterling Capital Management LLC 0.01% Reduce -44.0% 3,185 $435K
Shelton Capital Management 0.01% Reduce -4.3% 3,178 $434K
Kaufman Rossin Wealth, LLC 0.25% Reduce -16.7% 3,176 $433K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.18% Add +1842.6% 3,147 $429K
Certuity, LLC 0.03% Add +81.2% 3,098 $423K
F/m Investments LLC 0.03% Reduce -89.6% 3,074 $420K
Allworth Financial LP 0.00% Add +9.0% 3,048 $416K
CIBC Bancorp USA Inc. 0.00% — 3,022 $412K
Kera Capital Partners, Inc. 0.05% Add +5.5% 3,006 $410K
Fiduciary Trust Co 0.00% No change 3,005 $410K
KBC Group NV 0.00% Add +9.2% 3,002 $410K
Leavell Investment Management, Inc. 0.02% No change 3,000 $409K
Rossby Financial, LCC 0.09% Add +9.2% 2,983 $408K
CIBC Asset Management Inc 0.00% No change 2,970 $405K
Argos Wealth Advisors, LLC 0.12% New 2,969 $405K
Childress Capital Advisors, LLC 0.07% Reduce -1.3% 2,961 $404K
Concentric Capital Strategies, LP 0.04% New 2,961 $404K
Diversify Wealth Management, LLC 0.01% Add +105.2% 2,860 $399K
Ellis Investment Partners, LLC 0.07% Reduce -24.1% 2,922 $399K
Elevated Capital Advisors, LLC 0.10% Reduce -19.1% 2,908 $397K
Atticus Wealth Management, LLC 0.11% Add +0.1% 2,877 $393K
Kingswood Wealth Advisors, LLC 0.02% Reduce -52.0% 2,832 $386K
Wealthspire Advisors, LLC 0.00% Reduce -22.1% 2,825 $386K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 2,806 $383K
North Dakota State Investment Board 0.02% Reduce -18.5% 2,803 $383K
Savant Capital, LLC 0.00% Add +78.3% 2,790 $381K
Harbour Investments, Inc. 0.01% Add +2.2% 2,688 $367K
Park Avenue Securities LLC 0.00% Add +7.3% 2,680 $366K
Summit Financial, LLC 0.00% Add +38.7% 2,672 $365K
Nilsine Partners, LLC 0.03% Reduce -1.6% 2,472 $364K
Western Wealth Management, LLC 0.01% Reduce -0.4% 2,647 $361K
First Eagle Investment Management, LLC 0.00% Reduce -10.4% 2,591 $354K
Ethic Inc. 0.01% Reduce -4.8% 2,588 $353K
Harbour Capital Advisors, LLC 0.07% No change 2,375 $352K
Fidelis Capital Partners, LLC 0.02% Add +1.1% 2,556 $349K
Arkadios Wealth Advisors 0.01% Add +8.6% 2,543 $347K
Marathon Capital Management 0.08% Add +22.2% 2,535 $346K
waypoint wealth counsel 0.18% Reduce -6.2% 2,518 $344K
Seeds Investor LLC 0.05% Reduce -1.2% 2,394 $340K
RFG Advisory, LLC 0.01% Reduce -0.1% 2,487 $339K
Disciplined Investors, L.L.C. 0.20% Add +0.7% 2,487 $339K
Florida Financial Advisors, LLC 0.08% New 2,485 $339K
Mirabella Financial Services LLP 0.03% Reduce -39.9% 2,389 $326K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -0.5% 2,374 $324K
Aviva PLC 0.00% Reduce -45.9% 2,362 $322K
Ballentine Partners, LLC 0.00% No change 2,317 $316K
Sivia Capital Partners, LLC 0.06% Reduce -66.0% 2,313 $316K
Pinnacle Financial Partners, Inc. 0.00% Reduce -0.3% 2,311 $315K
Praxis Investment Management Inc. 0.02% No change 2,290 $313K
WINTON GROUP Ltd 0.01% New 2,275 $310K
Eventide Asset Management, LLC 0.01% Add +4.0% 2,359 $308K
STRS Ohio 0.00% Reduce -1.8% 2,255 $308K
Scientech Research LLC 0.26% New 2,253 $307K
Crestwood Advisors Group, LLC 0.01% New 2,251 $307K
Hickory Point Bank & Trust 0.20% Reduce -2.2% 2,246 $307K
Wbi Investments, LLC 0.08% Add +22.8% 2,245 $306K
Millington Securities, LLC 0.08% — 2,245 $306K
Ariadne Wealth Management, LP 0.14% Add +6.5% 2,244 $306K
Nomura Holdings Inc. 0.00% Reduce -48.8% 2,236 $305K
Red Door Wealth Management, LLC 0.03% New 2,200 $300K
Parcion Private Wealth LLC 0.02% Reduce -2.8% 2,189 $299K
Farther Finance Advisors, LLC 0.00% Reduce -8.6% 2,179 $298K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -1.8% 2,172 $296K
PFG Private Wealth Management, LLC 0.13% Add +29.3% 2,165 $295K
Evoke Wealth, LLC 0.01% Reduce -17.9% 2,146 $293K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Add +38.4% 2,115 $289K
Omnia Family Wealth, LLC 0.09% No change 2,114 $288K
Cercano Management LLC 0.01% No change 2,107 $288K
Private Trust Co. NA 0.03% Reduce -8.7% 2,106 $287K
Valeo Financial Advisors, LLC 0.01% Add +1.9% 2,037 $278K
Old Port Advisors 0.06% Add +3.0% 2,036 $278K
Pitcairn Wealth Advisors LLC 0.03% No change 2,028 $274K
Van Hulzen Asset Management, LLC 0.02% Reduce -50.0% 2,000 $273K
Greenleaf Trust 0.00% Add +5.9% 1,999 $273K
Daymark Wealth Partners, LLC 0.01% Add +18.2% 1,972 $269K
Parallel Advisors, LLC 0.00% Reduce -0.7% 1,964 $268K
AlphaCore Capital LLC 0.01% Add +22.9% 1,961 $268K
Financial Security Advisor, Inc. 0.05% Reduce -0.9% 1,954 $267K
Jacobi Capital Management LLC 0.01% No change 1,952 $266K
Ruffer LLP 0.01% New 1,924 $263K
Allegiance Financial Group Advisory Services LLC 0.05% Reduce -6.0% 1,920 $262K
Tiemann Investment Advisors, LLC 0.10% Add +4.7% 1,905 $260K
Strategic Advisors LLC 0.04% No change 1,900 $259K
Daiwa Securities Group Inc. 0.00% New 1,900 $259K
Prelude Capital Management, LLC 0.02% Reduce -37.9% 1,892 $258K
Baron Wealth Management LLC 0.08% Add +12.5% 1,880 $257K
Kestra Private Wealth Services, LLC 0.00% Reduce -5.1% 1,865 $255K
Wedbush Securities Inc. 0.01% No change 1,864 $254K
GTS Securities LLC 0.01% Reduce -84.5% 1,847 $252K
Quantum Private Wealth, LLC 0.08% No change 1,843 $252K
Clifford Swan Investment Counsel LLC 0.01% No change 1,839 $251K
Eads & Heald Wealth Management 0.12% Reduce -7.8% 1,812 $247K
HUB Investment Partners, LLC 0.01% New 1,812 $247K
Montecito Bank & Trust 0.04% Reduce -9.6% 1,806 $246K
Jackson Thornton Wealth Management, LLC 0.02% Reduce -12.9% 1,757 $246K
Journey Strategic Wealth LLC 0.01% Add +5.6% 1,801 $246K
Vontobel Holding Ltd. 0.00% Reduce -1.4% 1,795 $245K
Quent Capital, LLC 0.02% Reduce -1.2% 1,792 $245K
Kathmere Capital Management, LLC 0.02% New 1,791 $244K
Modera Wealth Management, LLC 0.00% Reduce -10.8% 1,782 $243K
Bessemer Group Inc. 0.00% Add +4.7% 1,771 $242K
Trajan Wealth LLC 0.01% Reduce -1.3% 1,768 $241K
Composition Wealth, LLC 0.00% Reduce -0.3% 1,764 $241K
Clearstead Advisors, LLC 0.00% Reduce -30.4% 1,760 $240K
Trust Point Inc. 0.02% Add +3.3% 1,758 $240K
Flputnam Investment Management Co. 0.00% Reduce -10.4% 1,755 $240K
Paragon Capital Management Ltd 0.05% Reduce -4.9% 1,752 $239K
Waddell & Associates, LLC 0.01% Reduce -4.0% 1,746 $238K
HM Payson & Co. 0.00% Reduce -1.4% 1,735 $237K
Tocqueville Asset Management L.P. 0.00% New 1,729 $236K
Sage Rhino Capital LLC 0.04% New 1,727 $236K
Roman Butler Fullerton & Co. 0.06% Add +0.2% 1,693 $236K
Profund Advisors LLC 0.01% Reduce -11.9% 1,724 $235K
Meeder Asset Management Inc. 0.01% Add +2196.0% 1,722 $235K
111 Capital 0.06% New 1,719 $235K
Cinctive Capital Management LP 0.02% Reduce -81.9% 1,711 $234K
Alpine Woods Capital Investors, LLC 0.06% No change 1,700 $232K
Lido Advisors, LLC 0.00% New 1,693 $231K
Northwest Wealth Management, LLC 0.03% No change 1,689 $230K
Abel Hall, LLC 0.05% New 1,676 $229K
DAVENPORT & Co LLC 0.00% Add +0.5% 1,674 $228K
Great Lakes Advisors, LLC 0.00% New 1,669 $228K
Arax Advisory Partners 0.01% Add +125.4% 1,668 $228K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +26.1% 1,632 $223K
TIAA Wealth Investment Management LLC 0.00% — 1,628 $222K
Frec Markets, Inc. 0.04% New 1,626 $222K
William Blair Investment Management, LLC 0.00% Add +2.5% 1,617 $221K
Peapack Gladstone Financial Corp. 0.00% Reduce -5.9% 1,600 $218K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,600 $218K
Portside Wealth Group, LLC 0.03% New 1,586 $216K
1834 Investment Advisors Co. 0.03% No change 1,585 $216K
Diligent Investors, LLC 0.05% No change 1,555 $212K
Elevation Point Wealth Partners, LLC 0.01% New 1,543 $211K
AlphaGrep UK Ltd 0.06% Reduce -60.8% 1,543 $211K
Lazari Capital Management, Inc. 0.07% New 1,514 $207K
Brown Miller Wealth Management, LLC 0.06% No change 1,500 $205K
Toronto Dominion Bank 0.00% Reduce -99.3% 1,491 $203K
Poinciana Advisors Group, LLC 0.16% New 1,470 $201K
Bailard, Inc. 0.00% New 1,466 $200K
Signaturefd, LLC 0.00% Add +14.1% 1,401 $191K
UMB Bank, n.a. 0.00% Add +7.7% 1,322 $180K
PEAK6 LLC 0.01% Reduce -75.7% 1,290 $176K
True Wealth Design, LLC 0.05% Add +2.8% 1,258 $172K
SBI Securities Co., Ltd. 0.00% Reduce -14.8% 1,221 $167K
Western Pacific Wealth Management, LP 0.17% No change 1,220 $166K
Greykasell Wealth Strategies, Inc. 0.06% No change 1,177 $161K
Navigoe, LLC 0.09% No change 1,171 $159K
TopTier Wealth Management, LLC 0.09% New 1,092 $149K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 1,066 $145K
Larson Financial Group LLC 0.00% Add +27.9% 1,065 $145K
Bokf, NA 0.00% Add +0.2% 958 $131K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $123K
Spirit of America Management Corp. 0.02% No change 875 $119K
Curat Global, LLC 0.11% No change 800 $109K
Beacon Investment Advisory Services, Inc. 0.00% New 700 $95K
Aster Capital Management (DIFC) Ltd 0.03% New 902 $95K
Vanguard National Trust Co 0.01% — 680 $93K
Spire Wealth Management 0.00% Add +66.2% 668 $91K
SRH Advisors, LLC 0.03% Reduce -53.7% 650 $89K
Salem Investment Counselors Inc. 0.00% New 650 $89K
J.Safra Asset Management Corp 0.00% No change 640 $87K
Wilmington Savings Fund Society, FSB 0.00% Reduce -80.7% 600 $82K
Global Trust Asset Management, LLC 0.03% No change 546 $75K
1620 Investment Advisors, Inc. 0.05% No change 532 $73K
CDKV Holdings LLC 0.06% No change 500 $68K
Global Assets Advisory, LLC 0.02% New 491 $67K
Bayforest Capital Ltd 0.07% Add +50.3% 487 $66K
Fulcrum Asset Management LLP 0.01% No change 487 $64K
Root Financial Partners, LLC 0.00% Add +13.4% 441 $60K
Wellington-Altus USA Inc. 0.03% No change 358 $59K
Morse Asset Management, Inc 0.01% Add +0.5% 422 $58K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 405 $57K
Aventura Private Wealth, LLC 0.02% Reduce -5.7% 415 $57K
Operose Advisors LLC 0.01% No change 398 $54K
Rothschild Investment LLC 0.00% Add +7.1% 391 $53K
Deseret Mutual Benefit Administrators 0.02% Add +83.1% 379 $52K
Nova Wealth Management, Inc. 0.03% No change 377 $51K
Smartleaf Asset Management LLC 0.00% Add +27.3% 392 $51K
Leonteq Securities AG 0.00% Reduce -7.2% 372 $51K
Caitong International Asset Management Co., Ltd 0.01% Reduce -59.4% 338 $46K
MassMutual Private Wealth & Trust, FSB 0.00% Add +13.8% 337 $46K
Caitlin John, LLC 0.03% Reduce -1.5% 320 $44K
Creative Financial Designs Inc. 0.00% No change 315 $43K
Ancora Advisors LLC 0.00% Add +55.5% 311 $42K
Covestor Ltd 0.03% Reduce -31.1% 305 $42K
Macquarie Group Ltd. 0.00% New 297 $41K
CVA Family Office, LLC 0.00% Add +126.2% 294 $40K
DiNuzzo Private Wealth, Inc. 0.00% No change 280 $38K
Owl Creek Wealth Partners LLC 0.01% — 271 $37K
Smithfield Trust Co 0.00% No change 260 $35K
Mather Group, Llc. 0.00% New 256 $35K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 250 $34K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 250 $34K
Parkside Financial Bank & Trust 0.00% Add +11.2% 238 $32K
Lanark Financial, Inc. 0.00% Add +2.6% 238 $32K
Quarry LP 0.01% Reduce -26.6% 237 $32K
Innovative Asset Advisors Group, LLC 0.02% — 233 $32K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -41.0% 214 $29K
Pinnacle Holdings, LLC 0.01% No change 200 $27K
Sunbelt Securities, Inc. 0.00% Add +3.7% 198 $27K
Wiser Advisor Group LLC 0.03% No change 196 $27K
Measured Wealth Private Client Group, LLC 0.01% No change 190 $26K
Hilton Head Capital Partners, LLC 0.01% Add +65.5% 187 $26K
GW&K Investment Management, LLC 0.00% No change 182 $25K
Twin Peaks Wealth Advisors, LLC 0.01% New 173 $24K
Basecamp Wealth Advisors LLC 0.00% No change 172 $23K
Pinnacle Bancorp, Inc. 0.01% Add +66.0% 166 $23K
Colonial Trust Advisors 0.00% Reduce -19.0% 166 $23K
JFS Wealth Advisors, LLC 0.00% Add +3.9% 161 $22K
Geneos Wealth Management Inc. 0.00% No change 160 $22K
Marshall Investment Management, LLC 0.01% New 155 $21K
SouthState Bank Corp 0.00% No change 155 $21K
Valley National Advisers Inc. 0.00% No change 150 $20K
Harbor Investment Advisory, LLC 0.00% Add +7.7% 140 $19K
Peregrine Capital Management LLC 0.00% No change 140 $19K
Destiny Wealth Partners, LLC 0.00% New 135 $18K
Kozak & Associates, Inc. 0.00% No change 130 $18K
Physician Wealth Advisors, Inc. 0.00% Add +13.0% 130 $18K
NFSG Corp 0.00% No change 127 $17K
Sound Income Strategies, LLC 0.00% Reduce -23.4% 121 $17K
Murphy & Mullick Capital Management Corp 0.01% No change 121 $17K
Fortitude Family Office, LLC 0.00% Add +50.7% 113 $15K
Friedenthal Financial 0.01% No change 109 $15K
Rakuten Securities, Inc. 0.01% Reduce -83.7% 108 $15K
Aquatic Capital Management LLC 0.00% New 108 $15K
Medallion Wealth Advisors, LLC 0.00% No change 100 $14K
Atlantic Union Bankshares Corp 0.00% Reduce -39.0% 100 $14K
Danske Bank A/S 0.00% Reduce -92.3% 100 $14K
JPL Wealth Management, LLC 0.00% New 96 $13K
Investors Research Corp 0.00% No change 93 $13K
SWAN Capital LLC 0.00% New 90 $12K
McIlrath & Eck, LLC 0.00% No change 90 $12K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.1% 87 $12K
HHM Wealth Advisors, LLC 0.00% No change 75 $10K
Steigerwald, Gordon & Koch Inc. 0.00% No change 70 $10K
Country Trust Bank 0.00% No change 70 $10K
Prestige Wealth Management Group LLC 0.00% Add +3.0% 68 $9K
Cedar Mountain Advisors, LLC 0.00% New 67 $9K
Dogwood Wealth Management LLC 0.00% No change 63 $9K
Clearstead Trust, LLC 0.00% Add +56.4% 61 $8K
SJS Investment Consulting Inc. 0.00% Add +7.1% 60 $8K
Intentional Wealth Strategies, LLC 0.01% — 59 $8K
Capital Analysts, LLC 0.00% No change 54 $8K
LGT Financial Advisors LLC 0.04% Add +1.9% 55 $7K
International Assets Investment Management, LLC 0.00% Reduce -16.9% 54 $7K
Tiaa Trust, National Association 0.00% New 54 $7K
Mark Sheptoff Financial Planning, LLC 0.00% No change 50 $7K
Hughes Financial Services, LLC 0.00% No change 50 $7K
GHP Investment Advisors, Inc. 0.00% No change 48 $7K
Bogart Wealth, LLC 0.00% Reduce -9.4% 48 $7K
Keating Financial Advisory Services, Inc. 0.00% Reduce -2.1% 47 $6K
Focused Wealth Management, Inc 0.00% New 47 $6K
First Horizon Corp. 0.00% Add +74.1% 47 $6K
EFG International AG 0.00% New 47 $6K
High Note Wealth, LLC 0.00% No change 46 $6K
Huntington National Bank 0.00% Add +206.7% 46 $6K
Anchor Investment Management, LLC 0.00% No change 45 $6K
Avion Wealth 0.00% Add +7.0% 46 $6K
Retirement Wealth Solutions LLC 0.00% Add +4.9% 43 $6K
Red Tortoise LLC 0.00% No change 43 $6K
Princeton Global Asset Management LLC 0.00% No change 43 $6K
Sachetta, LLC 0.00% Add +121.0% 42 $6K
Bruce G. Allen Investments, LLC 0.00% No change 38 $5K
Transamerica Financial Advisors, LLC 0.00% Add +111.1% 38 $5K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -54.0% 35 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +12.5% 36 $5K
Crews Bank & Trust 0.00% No change 35 $5K
Wealth Enhancement Trust Services, Inc. 0.00% New 35 $5K
Bare Financial Services, Inc 0.00% Add +14.8% 31 $4K
REAP Financial Group, LLC 0.00% New 30 $4K
Gables Capital Management Inc. 0.00% No change 29 $4K
IMA Advisory Services, Inc. 0.00% Reduce -6.7% 28 $4K
Dunhill Financial, LLC 0.00% Add +1250.0% 27 $4K
Whipplewood Advisors, LLC 0.00% Add +92.9% 27 $4K
Rialto Wealth Management, LLC 0.00% Add +42.1% 27 $4K
Bell Investment Advisors, Inc 0.00% No change 27 $4K
Cornerstone Planning Group LLC 0.00% Add +9.1% 24 $3K
Elevation Wealth Partners, LLC 0.00% Add +283.3% 23 $3K
Addison Advisors LLC 0.00% No change 23 $3K
Darwin Wealth Management, LLC 0.00% Reduce -44.7% 21 $3K
Valued Wealth Advisors LLC 0.00% Add +320.0% 21 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +90.9% 21 $3K
Private Wealth Management Group, LLC 0.00% No change 20 $3K
Marquette Asset Management, LLC 0.00% New 20 $3K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 19 $3K
Signature Equity Partners, LLC 0.00% No change 19 $3K
Cromwell Holdings LLC 0.00% No change 16 $2K
Gen-Wealth Partners Inc 0.00% No change 15 $2K
IAG Wealth Partners, LLC 0.00% No change 15 $2K
First Pacific Financial 0.00% New 13 $2K
Aspect Partners, LLC 0.00% No change 13 $2K
Silicon Valley Capital Partners 0.00% New 13 $2K
TD Private Client Wealth LLC 0.00% No change 13 $2K
Cornerstone Financial Management LLC 0.00% No change 12 $2K
MCF Advisors LLC 0.00% New 12 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 11 $2K
Legacy Wealth Managment, LLC 0.00% No change 11 $2K
Kilter Group LLC 0.00% No change 11 $2K
Sunrise Financial Services, LLC 0.00% No change 11 $2K
Stone House Investment Management, LLC 0.00% No change 11 $2K
Lodestone Wealth Management LLC 0.00% No change 10 $1K
HighMark Wealth Management LLC 0.00% No change 10 $1K
Frazier Financial Advisors, LLC 0.00% New 10 $1K
Abound Wealth Management 0.00% No change 10 $1K
Financial Management Professionals, Inc. 0.00% No change 10 $1K
Blue Trust, Inc. 0.00% No change 10 $1K
Ares Financial Consulting, LLC 0.00% No change 9 $1K
WealthCollab, LLC 0.00% No change 9 $1K
Financial Consulate, Inc. 0.00% No change 9 $1K
North Star Investment Management Corp. 0.00% New 9 $1K
HFM Investment Advisors, LLC 0.00% No change 8 $1K
AdvisorNet Financial, Inc 0.00% No change 8 $1K
Picton Mahoney Asset Management 0.00% No change 8 $1K
Capital Advisors, Ltd. LLC 0.00% No change 5 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 7 $956
Vermillion Wealth Management, Inc. 0.00% New 7 $955
Financial Network Wealth Advisors LLC 0.00% New 6 $819
Zions Bancorporation, National Association 0.00% New 6 $819
Quaker Wealth Management, LLC 0.00% Add +150.0% 5 $683
MV Capital Management, Inc. 0.00% Reduce -16.7% 5 $683
Nemes Rush Group LLC 0.00% No change 5 $682
CoreCap Advisors, LLC 0.00% Add +66.7% 5 $682
1015 Capital Partners, LLC 0.00% No change 4 $546
American Capital Advisory, LLC 0.00% Reduce -42.9% 4 $546
Highline Wealth Partners LLC 0.00% New 4 $546
USA Financial Formulas 0.00% No change 3 $409
Seneschal Advisors, LLC 0.00% No change 2 $273
Toth Financial Advisory Corp. 0.00% No change 1 $137
Bartlett & Co. Wealth Management LLC 0.00% New 1 $135

"% of holder's portfolio" is TOL's weight in each manager's 13F, not the share of Toll Brothers Inc. the manager owns.