Towne BankTOWN
13F holders, Q2 2026 (June 30)300holders +13
38new positions
26sold out
7famous investors
$36.25avg. 13F price*
At the end of Q2 2026, 300 institutions reported holding Towne Bank (TOWN) in their 13F filings, up 13 from Q1 2026. 38 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($247.7M), Vanguard Portfolio Management LLC ($176.8M) and T. Rowe Price Investment Management, Inc. ($173.3M). 7 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Towne Bank
- CUSIP
- 89214P109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $26.5M |
| Exits | 26 | $43.4M |
All 13F filers, Q1 2026 → Q2 2026: 5,311,928 shares bought and 3,705,475 shares sold, net +1,606,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| BlackRock, Inc. | 0.00% | Add +9.6% | 6,834,018 | $247.7M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -0.0% | 4,877,730 | $176.8M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +4.0% | 4,781,911 | $173.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.0% | 4,532,246 | $164.2M |
| Vanguard Capital Management LLC | 0.00% | Add +0.5% | 3,914,940 | $141.9M |
| State Street Corp. | 0.00% | Add +35.8% | 3,470,767 | $126.7M |
| Geode Capital Management, LLC | 0.00% | Add +6.5% | 2,331,521 | $84.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -1.9% | 1,939,243 | $70.3M |
| Jupiter Topco LLC | 0.02% | — | 1,584,847 | $57.4M |
| Brown Advisory Inc. | 0.09% | Reduce -0.3% | 1,535,126 | $55.6M |
| Capital International Investors | 0.01% | Add +2.8% | 1,141,411 | $41.4M |
| Patriot Financial Partners GP II, L.P. | 9.46% | Reduce -32.7% | 1,021,404 | $37.0M |
| FJ Capital Management LLC | 4.74% | Add +80.1% | 1,008,071 | $36.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.4% | 939,969 | $34.1M |
| Northern Trust Corp. | 0.00% | Add +7.5% | 831,598 | $30.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +24.1% | 773,211 | $28.0M |
| Royce & Associates LP | 0.21% | Reduce -10.4% | 712,656 | $25.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +4.2% | 574,450 | $20.8M |
| Ameriprise Financial Inc. | 0.00% | Add +12.9% | 541,596 | $19.6M |
| Bank of New York Mellon Corp | 0.00% | Add +6.2% | 536,108 | $19.4M |
| Citadel Advisors | 0.01% | Add +841.4% | 533,206 | $19.3M |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 502,750 | $18.2M |
| Renaissance Technologies | 0.02% | Reduce -21.6% | 462,819 | $16.8M |
| Morgan Stanley | 0.00% | Add +69.9% | 430,211 | $15.6M |
| Qube Research & Technologies Ltd | 0.02% | Add +16.0% | 374,162 | $13.6M |
| Captrust Financial Advisors | 0.02% | Add +2.8% | 331,228 | $12.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.5% | 330,774 | $12.0M |
| Lightrock Netherlands B.V. | 2.36% | Reduce -0.9% | 329,794 | $12.0M |
| American Century Companies Inc. | 0.01% | Reduce -16.3% | 325,245 | $11.8M |
| Rhino Investment Partners, Inc | 3.35% | Add +6.3% | 305,662 | $11.1M |
| AQR Capital Management | 0.00% | Add +48.4% | 296,529 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 287,388 | $10.4M |
| Endeavour Capital Advisors Inc. | 2.03% | Add +218.6% | 273,028 | $9.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.0% | 257,515 | $9.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -20.7% | 240,366 | $8.7M |
| FMR LLC | 0.00% | Add +1265.2% | 237,360 | $8.6M |
| Towne Trust Company, N.A | 2.23% | Reduce 0.0% | 201,874 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.5% | 187,351 | $6.9M |
| Nuveen, LLC | 0.00% | Reduce -60.5% | 183,259 | $6.6M |
| Swiss National Bank | 0.00% | Add +1.7% | 175,815 | $6.4M |
| Bridgewater Associates | 0.02% | Reduce -28.1% | 163,477 | $5.9M |
| Systematic Financial Management LP | 0.11% | Add +26.2% | 157,155 | $5.7M |
| Clearstead Advisors, LLC | 0.05% | Reduce -2.6% | 152,743 | $5.5M |
| Marshall Wace, LLP | 0.00% | Reduce -67.6% | 147,798 | $5.4M |
| De Lisle Partners LLP | 0.57% | No change | 144,341 | $5.2M |
| Deprince Race & Zollo Inc. | 0.09% | Reduce -25.0% | 142,404 | $5.2M |
| MBL Wealth, LLC | 0.35% | Reduce -1.4% | 142,128 | $5.2M |
| Maltese Capital Management LLC | 0.93% | Add +7.9% | 137,500 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Add +8.5% | 140,712 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -5.9% | 129,453 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.8% | 123,488 | $4.5M |
| Rhumbline Advisers | 0.00% | Add +4.1% | 121,842 | $4.4M |
| Cerity Partners LLC | 0.01% | Add +2.5% | 120,898 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +63.9% | 111,923 | $4.1M |
| UBS Group AG | 0.00% | Add +31.0% | 107,212 | $3.9M |
| Invesco Ltd. | 0.00% | Add +9.3% | 106,791 | $3.9M |
| DAVENPORT & Co LLC | 0.02% | Add +1.0% | 104,576 | $3.8M |
| Millennium Management | 0.00% | New | 104,000 | $3.8M |
| California State Teachers Retirement System | 0.00% | Add +6.9% | 103,540 | $3.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +13.8% | 100,399 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +30.0% | 95,239 | $3.5M |
| Citigroup Inc. | 0.00% | Add +54.4% | 94,322 | $3.4M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +0.3% | 93,789 | $3.4M |
| Emerald Investment Advisers, LLC | 0.22% | Add +4.0% | 90,078 | $3.3M |
| Franklin Resources Inc. | 0.00% | Add +0.9% | 86,599 | $3.1M |
| Nuance Investments, LLC | 0.53% | New | 85,643 | $3.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -3.5% | 84,612 | $3.1M |
| Sei Investments Co. | 0.00% | Reduce -51.8% | 83,347 | $3.0M |
| Trexquant Investment LP | 0.02% | New | 82,716 | $3.0M |
| Legal & General Group Plc | 0.00% | Add +6.4% | 82,499 | $3.0M |
| Jain Global LLC | 0.04% | New | 79,231 | $2.9M |
| First Trust Advisors LP | 0.00% | Add +0.1% | 76,511 | $2.8M |
| Quantinno Capital Management LP | 0.00% | Add +44.9% | 74,408 | $2.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +53.5% | 73,490 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +6.1% | 72,969 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -11.1% | 68,973 | $2.5M |
| Squarepoint Ops LLC | 0.00% | Add +471.9% | 64,597 | $2.3M |
| Panagora Asset Management Inc. | 0.01% | Reduce -46.9% | 62,698 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 57,689 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -15.3% | 56,882 | $2.1M |
| Atom Investors LP | 0.18% | New | 56,788 | $2.1M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.79% | Reduce -9.0% | 56,415 | $2.0M |
| Creative Planning | 0.00% | Add +45.8% | 54,059 | $2.0M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -12.0% | 53,273 | $1.9M |
| Verity Asset Management, Inc. | 0.72% | Add +0.5% | 52,479 | $1.9M |
| Vident Advisory, LLC | 0.01% | New | 52,439 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +9.9% | 51,522 | $1.9M |
| Bayview Asset Management, LLC | 1.35% | Reduce -21.0% | 50,000 | $1.8M |
| Apella Capital, LLC | 0.03% | Add +0.0% | 50,081 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -62.2% | 49,166 | $1.8M |
| Financial Security Advisor, Inc. | 0.29% | Add +0.4% | 48,258 | $1.8M |
| Numerai GP LLC | 0.14% | Add +32.4% | 47,920 | $1.7M |
| Holocene Advisors, LP | 0.00% | Add +434.5% | 47,470 | $1.7M |
| Salzhauer Michael | 0.63% | No change | 47,121 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.0% | 46,585 | $1.7M |
| Rafferty Asset Management, LLC | 0.00% | Add +1.0% | 45,922 | $1.7M |
| Occudo Quantitative Strategies LP | 0.08% | New | 41,867 | $1.5M |
| Dark Forest Capital Management LP | 0.10% | Reduce -8.4% | 41,764 | $1.5M |
| Banc Funds Co. LLC | 0.24% | No change | 40,804 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.6% | 40,600 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -57.4% | 40,103 | $1.5M |
| Equitable Trust Co. | 0.06% | No change | 37,504 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 37,378 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +55.1% | 36,981 | $1.3M |
| Choreo, LLC | 0.01% | Reduce -0.9% | 36,811 | $1.3M |
| Old North State Wealth Management, LLC | 0.56% | Add +2.8% | 36,284 | $1.3M |
| Graham Capital Management, L.P. | 0.05% | Reduce -4.8% | 35,502 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.4% | 34,582 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -9.7% | 34,075 | $1.2M |
| Bay Capital Advisors, LLC | 0.66% | No change | 33,760 | $1.2M |
| Motley Fool Asset Management LLC | 0.05% | Add +19.0% | 33,431 | $1.2M |
| Peak Planning Group, LLC | 0.27% | Reduce -0.9% | 33,081 | $1.2M |
| Fieldview Capital Management, LLC | 0.33% | Reduce -60.9% | 32,136 | $1.2M |
| Jump Financial, LLC | 0.01% | New | 31,461 | $1.1M |
| HUB Investment Partners, LLC | 0.02% | Add +0.9% | 31,406 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +11.8% | 31,154 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | No change | 29,443 | $1.1M |
| Live Oak Private Wealth LLC | 0.13% | Add +48.9% | 28,777 | $1.0M |
| Harbor Capital Advisors, Inc. | 0.07% | Add +20.8% | 28,759 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 28,414 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -10.0% | 28,330 | $1.0M |
| Barclays PLC | 0.00% | Reduce -55.3% | 27,578 | $999K |
| Kanawha Capital Management LLC | 0.06% | Reduce -0.5% | 27,373 | $992K |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.3% | 26,178 | $949K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +26.6% | 26,115 | $946K |
| Compton Wealth Advisory Group, LLC | 0.19% | Add +150.7% | 25,092 | $921K |
| Cary Street Partners Financial LLC | 0.02% | No change | 24,799 | $899K |
| Laurel Wealth Advisors LLC | 0.09% | Add +0.0% | 24,373 | $883K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 24,269 | $880K |
| Arizona State Retirement System | 0.00% | Add +0.4% | 24,165 | $876K |
| D. E. Shaw & Co. | 0.00% | New | 23,083 | $837K |
| Thrivent Financial for Lutherans | 0.00% | No change | 22,746 | $824K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.5% | 22,537 | $817K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.9% | 21,189 | $768K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 21,129 | $766K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -64.1% | 20,928 | $758K |
| SummerHaven Investment Management, LLC | 0.40% | No change | 20,413 | $740K |
| Vista Investment Management | 0.22% | No change | 20,264 | $734K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 20,043 | $726K |
| Handelsbanken Fonder AB | 0.00% | No change | 19,688 | $713K |
| KLP Kapitalforvaltning As | 0.00% | No change | 19,300 | $704K |
| Federated Hermes, Inc. | 0.00% | Reduce -17.5% | 19,330 | $701K |
| US Bancorp \de | 0.00% | Reduce -2.0% | 19,252 | $698K |
| Intech Investment Management LLC | 0.01% | Reduce -3.3% | 19,010 | $689K |
| QRG Capital Management, Inc. | 0.01% | New | 18,889 | $685K |
| Inspire Investing, LLC | 0.03% | Add +23.2% | 18,732 | $679K |
| Royal Bank of Canada | 0.00% | Add +27.4% | 18,308 | $664K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 18,285 | $663K |
| Allworth Financial LP | 0.00% | Add +1.9% | 18,032 | $653K |
| Keybank National Association | 0.00% | Add +40.7% | 18,015 | $653K |
| Bay Rivers Group | 0.22% | Add +0.0% | 17,527 | $635K |
| Arbor Investment Advisors, LLC | 0.07% | New | 17,462 | $633K |
| Integrated Wealth Concepts LLC | 0.00% | Add +9.5% | 17,406 | $631K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 17,405 | $631K |
| Novare Capital Management LLC | 0.04% | Reduce -54.8% | 16,500 | $598K |
| London Co. of Virginia | 0.00% | No change | 16,369 | $593K |
| Voya Investment Management LLC | 0.00% | Add +29.4% | 16,295 | $591K |
| O'Brien Greene & Co. Inc | 0.16% | No change | 16,042 | $581K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.7% | 15,571 | $564K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.2% | 15,342 | $556K |
| XML Financial, LLC | 0.04% | No change | 15,055 | $546K |
| First Western Trust Bank | 0.03% | Add +0.3% | 15,038 | $545K |
| Prudential Financial Inc. | 0.00% | Add +9.7% | 14,641 | $531K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -12.1% | 14,500 | $525K |
| Ascent Group, LLC | 0.02% | Add +2.0% | 13,913 | $504K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -39.3% | 13,708 | $497K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +46.9% | 13,849 | $496K |
| Redmond Asset Management, LLC | 0.12% | No change | 13,607 | $493K |
| Stifel Financial Corp. | 0.00% | Reduce -18.9% | 13,206 | $479K |
| GAMCO Investors | 0.00% | No change | 13,100 | $475K |
| Princeton Capital Management LLC | 0.11% | Add +8.4% | 12,944 | $469K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.8% | 12,952 | $469K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,912 | $468K |
| Ieq Capital, LLC | 0.00% | Add +6.6% | 12,795 | $464K |
| Wagner Wealth Management, LLC | 0.09% | No change | 12,681 | $460K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 12,147 | $440K |
| Cordgrass Capital Advisors, LLC | 0.16% | Reduce -18.9% | 12,031 | $436K |
| State of Wisconsin Investment Board | 0.00% | Add +37.4% | 11,723 | $425K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,658 | $422K |
| ProShare Advisors LLC | 0.00% | Reduce -7.0% | 11,594 | $420K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -40.3% | 10,894 | $395K |
| Wills Financial Group LLC | 0.14% | Add +36.1% | 10,830 | $392K |
| Ellsworth Advisors, LLC | 0.06% | Add +1.6% | 10,842 | $391K |
| XTX Topco Ltd | 0.01% | Add +27.3% | 10,673 | $387K |
| BCS Wealth Management | 0.07% | No change | 10,620 | $385K |
| &partners | 0.00% | Reduce -62.7% | 10,429 | $378K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,221 | $370K |
| DRW Securities, LLC | 0.02% | New | 10,092 | $366K |
| SG Americas Securities, LLC | 0.00% | Reduce -61.4% | 10,018 | $363K |
| Collaborative Wealth Managment Inc. | 0.15% | No change | 9,725 | $352K |
| Teza Capital Management LLC | 0.66% | New | 9,402 | $341K |
| Mariner, LLC | 0.00% | Add +15.2% | 9,251 | $335K |
| Xponance LLC | 0.00% | Add +15.0% | 9,086 | $329K |
| Oxford Asset Management LLP | 0.16% | New | 9,076 | $329K |
| Red Reef Advisors LLC | 0.30% | Reduce -8.8% | 8,852 | $321K |
| McRae Capital Management Inc. | 0.06% | No change | 8,574 | $311K |
| Freestone Grove Partners LP | 0.00% | Reduce -41.4% | 8,555 | $310K |
| Entropy Technologies, LP | 0.01% | Reduce -65.8% | 8,451 | $306K |
| Odyssean, LLC | 0.05% | No change | 8,139 | $295K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +14.1% | 8,036 | $291K |
| Biltmore Family Office, LLC | 0.03% | No change | 7,000 | $256K |
| MTM Investment Management, LLC | 0.07% | No change | 6,969 | $253K |
| Neuberger Berman Group LLC | 0.00% | New | 6,813 | $247K |
| Tull Financial Group, Inc. | 0.10% | Add +5.2% | 6,791 | $246K |
| American Capital Advisory, LLC | 0.09% | No change | 6,755 | $245K |
| Signature Estate & Investment Advisors LLC | 0.00% | No change | 6,727 | $244K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -28.9% | 6,686 | $242K |
| Martingale Asset Management L P | 0.01% | Reduce -90.2% | 6,519 | $236K |
| New Republic Capital, LLC | 0.05% | New | 6,453 | $236K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.7% | 6,245 | $226K |
| Aldebaran Financial Inc. | 0.18% | No change | 6,000 | $217K |
| Abel Hall, LLC | 0.04% | New | 5,804 | $210K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 5,800 | $210K |
| Legacy Wealth Asset Management, LLC | 0.05% | Reduce -6.0% | 5,760 | $209K |
| CIBC Bancorp USA Inc. | 0.00% | New | 5,752 | $208K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 5,723 | $207K |
| Axq Capital, LP | 0.02% | New | 5,678 | $206K |
| Gabelli Funds LLC | 0.00% | New | 5,670 | $205K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -0.5% | 5,655 | $205K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -51.5% | 5,612 | $203K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.8% | 5,560 | $202K |
| Evermay Wealth Management LLC | 0.02% | No change | 5,000 | $183K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +60.0% | 4,883 | $177K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.7% | 4,753 | $172K |
| 1620 Investment Advisors, Inc. | 0.08% | Reduce -2.3% | 3,695 | $134K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,500 | $127K |
| Eastern Bank | 0.00% | No change | 3,320 | $120K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,116 | $112K |
| KBC Group NV | 0.00% | No change | 2,939 | $107K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,855 | $104K |
| Fifth Third Bancorp | 0.00% | Add +19.7% | 2,401 | $87K |
| SouthState Bank Corp | 0.00% | No change | 2,316 | $84K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.6% | 2,266 | $82K |
| Signaturefd, LLC | 0.00% | Add +9.5% | 2,231 | $81K |
| Sterling Capital Management LLC | 0.00% | Reduce -37.4% | 1,785 | $65K |
| West Paces Advisors Inc. | 0.01% | New | 1,690 | $61K |
| Atlantic Union Bankshares Corp | 0.00% | Add +24.0% | 1,655 | $60K |
| Arax Advisory Partners | 0.00% | Add +834.1% | 1,588 | $58K |
| IFG Advisory, LLC | 0.00% | New | 1,418 | $51K |
| Jones Financial Companies LLLP | 0.00% | Add +63.0% | 1,405 | $51K |
| Nykredit A/S | 0.00% | — | 1,241 | $45K |
| Private Trust Co. NA | 0.00% | No change | 1,169 | $42K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,167 | $42K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,000 | $37K |
| CrossGen Wealth, LLC | 0.03% | No change | 928 | $34K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.9% | 902 | $33K |
| Versant Capital Management, Inc | 0.00% | No change | 897 | $33K |
| Abound Financial, LLC | 0.01% | No change | 800 | $29K |
| Covestor Ltd | 0.01% | Add +80.3% | 649 | $23K |
| Optiver Holding B.V. | 0.00% | Add +111.6% | 622 | $23K |
| Kemnay Advisory Services Inc. | 0.00% | Add +17.9% | 618 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Add +26.1% | 565 | $20K |
| Smartleaf Asset Management LLC | 0.00% | No change | 549 | $20K |
| Global Retirement Partners, LLC | 0.00% | — | 457 | $17K |
| Parallel Advisors, LLC | 0.00% | No change | 424 | $15K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 313 | $11K |
| GAMMA Investing LLC | 0.00% | Add +17.7% | 312 | $11K |
| IFP Advisors, Inc | 0.00% | Add +405.0% | 303 | $11K |
| City State Bank | 0.00% | No change | 300 | $11K |
| Rothschild Investment LLC | 0.00% | Add +94.6% | 288 | $10K |
| Godsey & Gibb, Inc. | 0.00% | No change | 283 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 252 | $9K |
| Daytona Street Capital LLC | 0.01% | Reduce -50.0% | 249 | $9K |
| Huntington National Bank | 0.00% | New | 226 | $8K |
| Ares Financial Consulting, LLC | 0.00% | No change | 128 | $5K |
| Dogwood Wealth Management LLC | 0.00% | No change | 121 | $4K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 121 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -82.0% | 119 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 116 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +533.3% | 114 | $4K |
| Rossby Financial, LCC | 0.00% | Add +3.7% | 84 | $3K |
| CVA Family Office, LLC | 0.00% | Add +127.0% | 84 | $3K |
| Essential Partners LLC | 0.00% | Add +151.5% | 83 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -16.3% | 82 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 78 | $3K |
| Assetmark, Inc. | 0.00% | No change | 59 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +25.0% | 50 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +51.7% | 44 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 43 | $2K |
| Quarry LP | 0.00% | New | 41 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 23 | $834 |
| True Wealth Design, LLC | 0.00% | New | 22 | $798 |
| Creative Capital Management Investments LLC | 0.00% | New | 22 | $797 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -4.5% | 21 | $762 |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +5.9% | 18 | $652 |
| SHP Wealth Management | 0.00% | New | 16 | $580 |
| Anchor Investment Management, LLC | 0.00% | New | 15 | $544 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $435 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 8 | $290 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 8 | $290 |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 8 | $290 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 7 | $255 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 7 | $254 |
| LRI Investments, LLC | 0.00% | Reduce -96.4% | 4 | $145 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $74 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $52 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $37 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $36 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $36 |
| Navigoe, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.