Thomson ReutersTRI
13F holders, Q2 2025 (June 30)531holders +36
75new positions
45sold out
7famous investors
$201.15avg. 13F price*
At the end of Q2 2025, 531 institutions reported holding Thomson Reuters Corp. (TRI) in their 13F filings, up 36 from Q1 2025. 75 opened new positions and 45 sold out. The largest holders were Woodbridge Co Ltd ($60.5B), Royal Bank of Canada ($2.3B) and FMR LLC ($1.3B). 7 famous investors held it, including Israel Englander (0.5% of Millennium Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Thomson Reuters Corp.
- CUSIP
- 884903808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $248.9M |
| Exits | 45 | $184.2M |
All 13F filers, Q1 2025 → Q2 2025: 10,460,677 shares bought and 7,658,775 shares sold, net +2,801,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 531 holders
| Woodbridge Co Ltd | 99.07% | — | 300,593,176 | $60.5B |
| Royal Bank of Canada | 0.44% | Reduce -4.8% | 11,188,389 | $2.3B |
| FMR LLC | 0.07% | Add +6.8% | 6,357,986 | $1.3B |
| TD Asset Management Inc | 0.97% | Add +3.0% | 5,681,469 | $1.1B |
| Vanguard Group Inc. | 0.02% | Add +2.6% | 5,617,231 | $1.1B |
| Bank of Montreal | 0.53% | Reduce -8.3% | 5,147,057 | $1.0B |
| FIL Ltd | 0.78% | Reduce -10.0% | 4,520,010 | $908.9M |
| TLT Family Holdco ULC | 68.42% | — | 4,302,901 | $865.4M |
| LCC Family Corp. | 100.00% | — | 4,043,419 | $813.3M |
| SEG Family Corp. | 100.00% | — | 3,281,110 | $659.9M |
| Mackenzie Financial Corp. | 0.82% | Reduce -3.2% | 3,159,302 | $635.7M |
| JARISLOWSKY, FRASER Ltd | 3.45% | Reduce -7.8% | 3,010,760 | $604.2M |
| Millennium Management | 0.47% | Add +183.7% | 2,536,873 | $510.2M |
| Fiera Capital Corp | 1.72% | Add +1.1% | 2,518,855 | $506.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.52% | Reduce -15.5% | 2,143,684 | $431.4M |
| Geode Capital Management, LLC | 0.03% | Add +13.7% | 1,997,516 | $405.3M |
| Goldman Sachs Group Inc. | 0.06% | Add +19.1% | 1,892,493 | $380.6M |
| 1832 Asset Management L.P. | 0.64% | Add +10.4% | 1,838,448 | $369.8M |
| National Bank of Canada | 0.31% | Reduce -20.4% | 1,465,677 | $285.6M |
| HRT Financial LP | 1.23% | Add +115.4% | 1,388,588 | $279.3M |
| CIBC Asset Management Inc | 0.87% | Add +16.5% | 1,369,718 | $275.7M |
| Norges Bank | 0.03% | Add +77.0% | 1,366,821 | $275.0M |
| BlackRock, Inc. | 0.00% | Add +15.3% | 1,281,922 | $257.8M |
| Morgan Stanley | 0.01% | Reduce -31.2% | 1,072,211 | $215.7M |
| Cibc World Market Inc. | 0.47% | Reduce -1.4% | 1,059,834 | $213.3M |
| Legal & General Group Plc | 0.05% | Add +13.1% | 1,009,815 | $202.7M |
| JPMorgan Chase & Co. | 0.01% | Add +16.0% | 860,077 | $173.0M |
| Manufacturers Life Insurance Company, The | 0.15% | Reduce -14.4% | 814,740 | $163.2M |
| Qube Research & Technologies Ltd | 0.22% | Add +123.6% | 802,576 | $161.4M |
| Bank of America Corp. | 0.01% | Add +7.5% | 743,352 | $149.5M |
| Clearbridge Investments, LLC | 0.12% | Reduce -30.4% | 726,663 | $146.2M |
| DKRT Investments Corp. | 32.76% | — | 671,217 | $135.0M |
| Susquehanna International Group, LLP | 0.19% | Add +459.5% | 603,781 | $121.4M |
| Balyasny Asset Management L.P. | 0.26% | Add +347.9% | 554,720 | $111.6M |
| PJT Investments Corp. | 56.93% | — | 530,297 | $106.7M |
| Jane Street Group, LLC | 0.16% | Add +585.2% | 497,457 | $100.1M |
| Picton Mahoney Asset Management | 1.39% | New | 491,996 | $98.5M |
| Swiss National Bank | 0.06% | Add +6.9% | 478,855 | $95.9M |
| Toronto Dominion Bank | 0.20% | Reduce -1.7% | 469,151 | $94.4M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -3.7% | 444,556 | $89.4M |
| Invesco Ltd. | 0.01% | Add +160.2% | 401,566 | $80.8M |
| UBS Group AG | 0.02% | Add +22.2% | 401,385 | $80.7M |
| Storebrand Asset Management As | 0.22% | Add +0.3% | 382,422 | $76.9M |
| Bank of Nova Scotia | 0.15% | Reduce -21.8% | 373,668 | $75.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +129.0% | 369,984 | $74.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.17% | Add +2.1% | 255,128 | $69.9M |
| Marshall Wace, LLP | 0.08% | Add +30.0% | 342,757 | $68.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.8% | 337,699 | $67.8M |
| Deutsche Bank AG | 0.02% | Add +18.7% | 326,299 | $65.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -9.8% | 323,119 | $65.0M |
| Raymond James Financial Inc. | 0.02% | Add +444.7% | 314,059 | $63.2M |
| Amundi | 0.02% | Reduce -21.3% | 310,939 | $61.8M |
| Agf Management Ltd. | 0.28% | Reduce -5.5% | 303,404 | $61.6M |
| D. E. Shaw & Co. | 0.06% | Add +54.1% | 295,940 | $59.5M |
| First Trust Advisors LP | 0.04% | Reduce -8.7% | 260,595 | $52.4M |
| Scotia Capital Inc. | 0.24% | Add +0.6% | 251,948 | $50.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.28% | Reduce -41.5% | 236,029 | $47.5M |
| TD Waterhouse Canada Inc. | 0.34% | Add +24.3% | 235,308 | $47.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.3% | 229,725 | $46.2M |
| Mufg Securities (canada), LTD. | 1.40% | Add +11.2% | 229,105 | $46.0M |
| Federation des caisses Desjardins du Quebec | 0.20% | Reduce -2.0% | 235,608 | $44.6M |
| Pictet Asset Management Holding SA | 0.04% | Reduce -0.1% | 216,770 | $43.5M |
| Bank of New York Mellon Corp | 0.01% | Add +5.1% | 214,304 | $43.1M |
| Dixon Mitchell Investment Counsel Inc. | 1.66% | Add +1.4% | 212,511 | $42.6M |
| Northern Trust Corp. | 0.01% | Reduce -12.2% | 203,703 | $41.0M |
| Benjamin Edwards Inc. | 0.51% | Add +4174.5% | 199,875 | $40.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.08% | Add +6.7% | 193,142 | $38.8M |
| Guardian Capital LP | 1.17% | Add +2.5% | 165,185 | $33.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +6317.1% | 161,197 | $32.4M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -67.0% | 136,776 | $27.5M |
| AXA S.A. | 0.08% | Add +1.6% | 135,596 | $27.3M |
| Waratah Capital Advisors Ltd. | 1.83% | Reduce -33.4% | 133,793 | $26.9M |
| Nuveen, LLC | 0.01% | No change | 134,034 | $26.9M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 132,000 | $26.5M |
| Cidel Asset Management Inc. | 1.56% | Add +2.4% | 129,042 | $25.9M |
| HSBC Holdings PLC | 0.02% | Reduce -5.5% | 128,654 | $25.8M |
| Wells Fargo & Company | 0.01% | Reduce -2.5% | 126,895 | $25.5M |
| Ameriprise Financial Inc. | 0.01% | Add +232.8% | 119,818 | $24.3M |
| Aviva PLC | 0.05% | Add +6.8% | 116,819 | $23.5M |
| Man Group plc | 0.05% | Reduce -15.4% | 114,440 | $23.0M |
| Cumberland Partners Ltd | 1.58% | Reduce -0.4% | 113,254 | $22.8M |
| Stifel Financial Corp. | 0.02% | Add +236.2% | 111,894 | $22.5M |
| Victory Capital Management Inc. | 0.01% | New | 110,916 | $22.3M |
| Jain Global LLC | 0.36% | Add +68.0% | 109,641 | $22.1M |
| Allianz Asset Management GmbH | 0.03% | Add +962.0% | 103,800 | $20.8M |
| Alberta Investment Management Corp | 0.17% | Reduce -77.2% | 100,000 | $20.1M |
| Argent Capital Management LLC | 0.57% | Add +3.1% | 99,145 | $19.9M |
| Jefferies Financial Group Inc. | 0.33% | New | 94,106 | $18.9M |
| Korea Investment CORP | 0.04% | Reduce -20.1% | 94,122 | $18.9M |
| Rathbones Group PLC | 0.08% | Reduce -1.9% | 90,071 | $18.1M |
| APG Asset Management N.V. | 0.05% | New | 99,700 | $17.0M |
| BNP Paribas Financial Markets | 0.01% | Add +123.3% | 84,286 | $17.0M |
| Barclays PLC | 0.01% | Reduce -12.8% | 83,150 | $16.7M |
| Franklin Resources Inc. | 0.00% | Add +4.8% | 82,294 | $16.6M |
| Beck Bode, LLC | 2.79% | New | 82,063 | $16.5M |
| Citigroup Inc. | 0.01% | Add +46.8% | 80,567 | $16.2M |
| Assetmark, Inc. | 0.04% | Add +3.3% | 77,837 | $15.7M |
| State of Tennessee, Department of Treasury | 0.06% | No change | 77,636 | $15.6M |
| Addenda Capital Inc. | 0.53% | Reduce -0.6% | 53,802 | $14.7M |
| Aviso Financial Inc. | 0.64% | Add +1.7% | 70,897 | $14.3M |
| Russell Investments Group, Ltd. | 0.02% | Add +6.7% | 70,184 | $14.0M |
| Intech Investment Management LLC | 0.13% | Add +4.8% | 67,872 | $13.6M |
| Beutel, Goodman & Co Ltd. | 0.08% | Reduce -1.8% | 65,793 | $13.2M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -4.8% | 65,599 | $13.2M |
| Hilton Capital Management, LLC | 1.02% | Reduce -0.8% | 63,745 | $12.8M |
| Bank of Nova Scotia Trust Co. | 1.23% | Reduce -3.1% | 61,959 | $12.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +710.6% | 61,065 | $12.3M |
| Varma Mutual Pension Insurance Co | 0.09% | Reduce -5.2% | 58,854 | $11.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -17.7% | 56,302 | $11.3M |
| Greenland Capital Management LP | 1.51% | Add +260.5% | 55,686 | $11.2M |
| Capital Investment Counsel, LLC | 1.69% | Reduce -7.0% | 54,196 | $10.9M |
| Walleye Trading LLC | 0.25% | Add +2488.8% | 50,197 | $10.1M |
| Squarepoint Ops LLC | 0.02% | Reduce -64.5% | 49,452 | $9.9M |
| Citadel Advisors | 0.01% | Reduce -94.8% | 48,822 | $9.8M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -40.3% | 47,808 | $9.6M |
| First National Bank of Mount Dora, Trust Investment Services | 2.15% | Reduce -0.4% | 47,436 | $9.5M |
| Triasima Portfolio Management inc. | 1.72% | Reduce -13.3% | 46,995 | $9.4M |
| Mariner, LLC | 0.01% | Add +12.2% | 45,741 | $9.2M |
| Brevan Howard Capital Management LP | 0.10% | New | 45,008 | $9.1M |
| Cerity Partners LLC | 0.02% | Add +0.4% | 42,318 | $8.5M |
| Shell Asset Management Co. | 0.29% | Add +36.5% | 42,311 | $8.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -45.5% | 40,844 | $8.2M |
| Northwest & Ethical Investments L.P. | 0.20% | Reduce -9.4% | 40,291 | $8.1M |
| Baird Financial Group, Inc. | 0.01% | Add +741.5% | 39,548 | $8.0M |
| Cwm, LLC | 0.03% | Reduce -1.9% | 38,232 | $7.7M |
| LPL Financial LLC | 0.00% | Reduce -5.1% | 38,035 | $7.7M |
| Voya Investment Management LLC | 0.01% | Reduce -2.9% | 37,510 | $7.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.07% | Add +60.5% | 37,158 | $7.5M |
| Jones Financial Companies LLLP | 0.01% | Add +27.9% | 36,589 | $7.3M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +0.0% | 34,789 | $7.0M |
| Occudo Quantitative Strategies LP | 0.75% | Add +403.9% | 33,258 | $6.7M |
| Macquarie Group Ltd. | 0.01% | Add +5.2% | 24,393 | $6.7M |
| Forsta Ap-Fonden | 0.04% | Add +1.2% | 33,188 | $6.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Reduce -4.6% | 32,875 | $6.6M |
| Verition Fund Management LLC | 0.04% | Add +1143.3% | 32,326 | $6.5M |
| Bessemer Group Inc. | 0.01% | Reduce -0.3% | 32,210 | $6.5M |
| Montrusco Bolton Investments Inc. | 0.07% | Reduce -4.6% | 31,328 | $6.3M |
| JPL Wealth Management, LLC | 1.62% | Reduce -1.8% | 29,920 | $6.0M |
| Denali Advisors LLC | 0.62% | Add +0.0% | 29,646 | $6.0M |
| Catalyst Funds Management Pty Ltd | 1.64% | Add +74.1% | 29,590 | $6.0M |
| Quantinno Capital Management LP | 0.03% | Add +18.9% | 29,422 | $5.9M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +0.6% | 29,582 | $5.8M |
| Callahan Advisors, LLC | 0.48% | No change | 26,314 | $5.3M |
| Meridian Wealth Management, LLC | 0.23% | Reduce -0.7% | 26,246 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.8% | 26,210 | $5.3M |
| Hudson Bay Capital Management LP | 0.04% | New | 26,100 | $5.2M |
| First American Bank | 0.35% | Add +5.4% | 25,426 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +4.3% | 25,315 | $5.1M |
| Vista Investment Partners LLC | 1.46% | Reduce -0.5% | 25,194 | $5.1M |
| Penbrook Management LLC | 3.75% | No change | 24,848 | $5.0M |
| SummitTX Capital, L.P. | 0.22% | Add +230.7% | 24,800 | $5.0M |
| Hillsdale Investment Management Inc. | 0.18% | Reduce -48.1% | 24,429 | $4.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +1.4% | 23,887 | $4.8M |
| AQR Capital Management | 0.00% | Add +39.1% | 23,861 | $4.8M |
| USS Investment Management Ltd | 0.03% | No change | 23,635 | $4.6M |
| Lido Advisors, LLC | 0.02% | Add +2.0% | 22,943 | $4.6M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -5.2% | 22,231 | $4.5M |
| Larson Financial Group LLC | 0.18% | Add +9.3% | 21,743 | $4.4M |
| Trek Financial, LLC | 0.29% | New | 21,628 | $4.4M |
| Graypoint LLC | 0.24% | Add +0.1% | 21,319 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +148.5% | 21,944 | $4.2M |
| Principal Financial Group Inc. | 0.00% | No change | 20,647 | $4.1M |
| Creative Planning | 0.00% | Add +2.6% | 20,577 | $4.1M |
| Promethium Advisors,llc | 2.49% | Reduce -25.6% | 20,388 | $4.1M |
| Guardian Partners Inc. | 0.37% | Reduce -2.8% | 20,443 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +3.0% | 20,088 | $4.0M |
| Corient Private Wealth LP | 0.01% | Reduce -10.0% | 19,780 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -18.0% | 19,770 | $4.0M |
| US Bancorp \de | 0.00% | Add +2.0% | 18,928 | $3.8M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -8.4% | 18,756 | $3.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.17% | — | 18,520 | $3.7M |
| Lombard Odier Asset Management (USA) Corp | 1.15% | Reduce -17.3% | 18,457 | $3.7M |
| Jump Financial, LLC | 0.05% | New | 18,039 | $3.6M |
| Aquatic Capital Management LLC | 0.07% | Add +106.7% | 17,412 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +7.6% | 17,376 | $3.5M |
| Rodgers Brothers Inc. | 0.44% | No change | 17,148 | $3.4M |
| PDT Partners, LLC | 0.19% | New | 17,100 | $3.4M |
| Capula Management Ltd | 0.04% | Reduce -62.1% | 13,449 | $3.4M |
| Vista Investment Partners Ii, LLC | 1.62% | Add +0.1% | 16,674 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -5.2% | 16,321 | $3.3M |
| Utah Retirement Systems | 0.03% | No change | 15,381 | $3.1M |
| Lombard Odier Asset Management (Switzerland) SA | 0.15% | Add +15.9% | 15,057 | $3.0M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +15.7% | 14,566 | $2.9M |
| Generali Asset Management SPA SGR | 0.07% | Add +10.7% | 10,725 | $2.9M |
| Janus Henderson Group PLC | 0.00% | Add +4.3% | 14,876 | $2.9M |
| SIG North Trading, ULC | 0.62% | Add +69.6% | 14,055 | $2.8M |
| DRW Securities, LLC | 0.20% | New | 13,910 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.2% | 13,157 | $2.6M |
| Public Sector Pension Investment Board | 0.01% | Add +0.8% | 13,098 | $2.6M |
| EFG Asset Management (Americas) Corp. | 0.48% | Reduce -23.4% | 13,013 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.03% | New | 12,405 | $2.5M |
| Griffin Asset Management, Inc. | 0.29% | Add +0.2% | 12,181 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.6% | 12,100 | $2.4M |
| Ossiam | 0.03% | Reduce -49.5% | 12,103 | $2.4M |
| Avanza Fonder AB | 0.07% | No change | 8,676 | $2.4M |
| American Century Companies Inc. | 0.00% | No change | 11,498 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -21.5% | 11,462 | $2.3M |
| Metis Global Partners, LLC | 0.06% | Add +2.5% | 11,313 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.3% | 11,276 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 11,195 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.8% | 10,959 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +40.0% | 10,969 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.4% | 10,934 | $2.2M |
| State Street Corp. | 0.00% | No change | 10,846 | $2.2M |
| Legacy Wealth Asset Management, LLC | 0.52% | Reduce -14.5% | 10,242 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +17.0% | 10,058 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -96.9% | 10,021 | $2.0M |
| Laurion Capital Management LP | 0.24% | No change | 9,828 | $2.0M |
| Tacita Capital Inc | 1.26% | Add +1.9% | 9,712 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.7% | 9,669 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +1.7% | 9,298 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -2.1% | 9,022 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | No change | 8,857 | $1.8M |
| Vise Technologies, Inc. | 0.07% | — | 8,746 | $1.8M |
| Sora Investors LLC | 0.16% | New | 8,690 | $1.7M |
| Quadrant Capital Group LLC | 0.06% | Reduce -3.6% | 8,647 | $1.7M |
| &partners | 0.01% | Add +89.4% | 8,617 | $1.7M |
| ASR Vermogensbeheer N.V. | 0.02% | Reduce -5.5% | 8,628 | $1.7M |
| Signaturefd, LLC | 0.03% | Add +0.8% | 8,426 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 8,367 | $1.7M |
| Wellington Management Group LLP | 0.00% | Reduce -0.5% | 8,286 | $1.7M |
| Investment Management Corp of Ontario | 0.02% | Reduce -4.7% | 8,191 | $1.6M |
| Henshaw Capital LLC | 0.06% | No change | 7,973 | $1.6M |
| Royal London Asset Management Ltd. | 0.00% | Reduce -12.7% | 7,903 | $1.6M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -12.6% | 7,849 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Add +1.1% | 7,845 | $1.6M |
| PCJ Investment Counsel Ltd. | 0.52% | Reduce -4.9% | 7,560 | $1.5M |
| Gotham Asset Management | 0.01% | New | 7,222 | $1.5M |
| Greenleaf Trust | 0.01% | Add +5.2% | 7,151 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +10.2% | 7,095 | $1.4M |
| Lester Murray Antman dba SimplyRich | 0.40% | No change | 7,074 | $1.4M |
| Aigen Investment Management, LP | 0.18% | Reduce -16.3% | 4,820 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +29.1% | 6,499 | $1.3M |
| Evelyn Partners Investment Management LLP | 0.04% | Reduce -1.3% | 6,456 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +90.1% | 6,436 | $1.3M |
| Ontario Teachers Pension Plan Board | 0.03% | Reduce -56.5% | 6,384 | $1.3M |
| Sit Investment Associates Inc. | 0.03% | No change | 6,325 | $1.3M |
| Assenagon Asset Management S.A. | 0.00% | Add +1.4% | 6,011 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.3% | 5,829 | $1.2M |
| Quilter Plc | 0.02% | Reduce -0.4% | 5,753 | $1.2M |
| Evergreen Capital Management LLC | 0.03% | Add +0.8% | 5,720 | $1.2M |
| Coastal Bridge Advisors, LLC | 0.10% | New | 5,712 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +115.0% | 5,623 | $1.1M |
| Bristol Gate Capital Partners Inc. | 0.06% | Reduce -3.4% | 5,572 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +338.0% | 5,400 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.7% | 5,360 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +21.3% | 5,329 | $1.1M |
| Value Partners Investments Inc. | 0.08% | Add +11.9% | 5,328 | $1.1M |
| XTX Topco Ltd | 0.04% | Add +37.5% | 5,205 | $1.0M |
| Impact Investors, Inc | 0.74% | Add +10.6% | 5,185 | $1.0M |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.3% | 5,195 | $1.0M |
| Checchi Capital Advisers, LLC | 0.07% | Reduce -2.9% | 5,054 | $1.0M |
| Ballentine Partners, LLC | 0.02% | Add +9.1% | 5,034 | $1.0M |
| Novem Group | 0.12% | New | 4,892 | $984K |
| Ritholtz Wealth Management | 0.02% | Add +4.8% | 4,860 | $977K |
| Prosperity Consulting Group, LLC | 0.07% | No change | 4,813 | $968K |
| Arista Wealth Management, LLC | 0.13% | New | 4,780 | $961K |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.8% | 4,705 | $946K |
| Marshall Financial Group, LLC | 0.18% | New | 4,592 | $924K |
| Louisbourg Investments Inc. | 0.21% | Reduce -8.5% | 4,537 | $911K |
| Syon Capital LLC | 0.06% | Add +3.0% | 4,456 | $896K |
| Private Advisor Group, LLC | 0.00% | Add +25.1% | 4,362 | $877K |
| Rhumbline Advisers | 0.00% | Reduce -2.4% | 4,348 | $875K |
| Calydon Capital | 0.08% | Add +100.0% | 4,272 | $859K |
| West Family Investments, Inc. | 0.22% | Add +2.9% | 4,260 | $857K |
| Engineers Gate Manager LP | 0.01% | Reduce -9.2% | 4,191 | $843K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -19.3% | 4,179 | $841K |
| NewSquare Capital LLC | 0.06% | Reduce -4.0% | 4,178 | $840K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -5.2% | 4,175 | $840K |
| Williamson Legacy Group, LLC | 0.67% | New | 3,965 | $797K |
| First Business Financial Services, Inc. | 0.07% | No change | 3,942 | $793K |
| Focus Partners Wealth | 0.00% | Add +9.6% | 3,905 | $785K |
| Evelyn Partners Investment Management Services Ltd | 0.12% | No change | 3,870 | $779K |
| UniSuper Management Pty Ltd | 0.01% | Reduce -10.0% | 2,700 | $739K |
| Savant Capital, LLC | 0.01% | Add +28.1% | 3,667 | $738K |
| Jackson, Grant Investment Advisers, Inc. | 0.27% | No change | 3,664 | $735K |
| Atria Investments, Inc | 0.01% | Reduce -2.0% | 3,618 | $728K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -53.9% | 3,652 | $725K |
| Marks Group Wealth Management, Inc | 0.07% | Add +3.9% | 3,513 | $707K |
| Natixis | 0.00% | Reduce -73.5% | 3,506 | $705K |
| SilverOak Wealth Management LLC | 0.13% | No change | 3,476 | $699K |
| Tritonpoint Wealth, LLC | 0.06% | Add +2.9% | 3,461 | $696K |
| Numerai GP LLC | 0.10% | Reduce -21.1% | 3,402 | $684K |
| Moore Capital Management, LP | 0.01% | New | 3,401 | $684K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.0% | 3,274 | $659K |
| Harvest Portfolios Group Inc. | 0.02% | New | 3,248 | $653K |
| Sara-Bay Financial | 0.23% | Reduce -1.6% | 3,224 | $648K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.9% | 3,221 | $648K |
| Daiwa Securities Group Inc. | 0.00% | New | 3,211 | $646K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.8% | 3,191 | $642K |
| IMS Capital Management | 0.30% | No change | 3,143 | $632K |
| Country Club Bank | 0.04% | No change | 3,158 | $625K |
| Renaissance Technologies | 0.00% | Reduce -90.7% | 3,100 | $624K |
| Candriam S.C.A. | 0.00% | Add +74.2% | 3,086 | $619K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -29.9% | 2,977 | $599K |
| Ingalls & Snyder LLC | 0.02% | Reduce -8.5% | 2,971 | $598K |
| Ieq Capital, LLC | 0.00% | Add +88.8% | 2,932 | $590K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -25.2% | 2,916 | $587K |
| Contravisory Investment Management, Inc. | 0.12% | Add +1.0% | 2,909 | $585K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -0.6% | 2,889 | $581K |
| Cigna Investments Inc. | 0.10% | Add +0.2% | 2,864 | $575K |
| Brighton Jones LLC | 0.02% | Add +0.6% | 2,824 | $568K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.6% | 2,811 | $565K |
| ICONIQ Capital, LLC | 0.01% | Add +8.9% | 2,803 | $564K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +26.3% | 2,788 | $561K |
| Key Financial Inc | 0.11% | No change | 2,753 | $553K |
| D.A. Davidson & Co. | 0.00% | Add +13.6% | 2,739 | $551K |
| PAX Financial Group, LLC | 0.10% | Add +38.7% | 2,722 | $547K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.9% | 2,708 | $545K |
| Choreo, LLC | 0.01% | Reduce -0.3% | 2,693 | $542K |
| PFG Investments, LLC | 0.03% | Add +2.2% | 2,660 | $535K |
| Financial Advocates Investment Management | 0.04% | Add +96.4% | 2,643 | $531K |
| Vident Advisory, LLC | 0.01% | Add +32.1% | 2,577 | $518K |
| Moors & Cabot, Inc. | 0.02% | Add +4.1% | 2,528 | $508K |
| Wexford Capital LP | 0.14% | New | 2,517 | $506K |
| First Affirmative Financial Network | 0.26% | Add +1.8% | 2,509 | $505K |
| PDS Planning, Inc | 0.04% | Add +1.6% | 2,495 | $502K |
| First Manhattan Co. Llc. | 0.00% | Reduce -5.0% | 2,475 | $497K |
| Park Edge Advisors, LLC | 0.13% | No change | 2,467 | $496K |
| Oak Hill Wealth Advisors, LLC | 0.10% | No change | 2,463 | $493K |
| Portside Wealth Group, LLC | 0.07% | Add +59.0% | 2,451 | $493K |
| Diversify Advisory Services, LLC | 0.02% | New | 2,890 | $492K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -0.1% | 2,449 | $490K |
| M&T Bank Corp | 0.00% | Add +1.5% | 2,437 | $490K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.9% | 2,420 | $487K |
| DAVENPORT & Co LLC | 0.00% | Add +3.6% | 2,362 | $474K |
| K.J. Harrison & Partners Inc | 0.08% | Reduce -5.6% | 2,275 | $457K |
| Clarius Group, LLC | 0.03% | No change | 2,238 | $450K |
| Bridges Investment Management Inc. | 0.01% | No change | 2,207 | $444K |
| Yousif Capital Management, LLC | 0.00% | Add +8.3% | 2,161 | $435K |
| QRG Capital Management, Inc. | 0.00% | Add +2.2% | 2,137 | $430K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -4.6% | 2,111 | $425K |
| Bridgewater Associates | 0.00% | Reduce -98.3% | 2,105 | $422K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.6% | 2,102 | $422K |
| Select Equity Group, L.P. | 0.00% | No change | 2,093 | $420K |
| KDT Advisors, LLC | 0.66% | Reduce -48.8% | 2,043 | $411K |
| Compound Planning, Inc. | 0.02% | Add +5.3% | 2,020 | $406K |
| Blair William & Co. | 0.00% | Add +0.4% | 2,015 | $405K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | Reduce -27.6% | 1,980 | $398K |
| Westbourne Investment Advisors, Inc. | 0.12% | No change | 1,939 | $390K |
| CTC Alternative Strategies, Ltd. | 0.33% | New | 1,900 | $382K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -3.1% | 1,885 | $379K |
| Townsquare Capital LLC | 0.04% | Reduce -84.2% | 1,881 | $378K |
| Stephens Inc. | 0.01% | Reduce -1.2% | 1,879 | $378K |
| Norden Group LLC | 0.04% | Add +19.1% | 1,878 | $378K |
| Midwest Trust Co | 0.01% | — | 1,867 | $376K |
| Sentry Investment Management LLC | 0.20% | No change | 1,809 | $362K |
| Versant Capital Management, Inc | 0.05% | Reduce -3.8% | 1,758 | $353K |
| Omnia Family Wealth, LLC | 0.13% | No change | 1,754 | $352K |
| Sivia Capital Partners, LLC | 0.12% | Reduce -1.8% | 1,728 | $348K |
| 180 Wealth Advisors, LLC | 0.05% | Add +17.6% | 1,680 | $338K |
| HB Wealth Management, LLC | 0.00% | Add +11.1% | 1,598 | $322K |
| Burgundy Asset Management Ltd. | 0.00% | No change | 1,593 | $320K |
| Grunden Financial Advisory, Inc. | 0.14% | No change | 1,582 | $318K |
| Laurus Global Equity Management Inc. | 0.21% | No change | 1,575 | $317K |
| Retirement Investment Advisors, Inc. | 0.03% | No change | 1,573 | $316K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -49.5% | 1,553 | $312K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,541 | $309K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,512 | $304K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 1,512 | $304K |
| Banque Cantonale Vaudoise | 0.01% | Add +1325.5% | 1,511 | $303K |
| Wealth Alliance, LLC | 0.03% | Reduce -0.3% | 1,481 | $298K |
| RFG Advisory, LLC | 0.01% | New | 1,472 | $296K |
| Wisconsin Capital Management LLC | 0.16% | No change | 1,435 | $289K |
| Landaas & Co. /Wi | 0.07% | No change | 1,417 | $285K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +4.6% | 1,414 | $284K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -0.2% | 1,404 | $282K |
| Wealth Advisory Solutions, LLC | 0.07% | New | 1,390 | $280K |
| Ewa, LLC | 0.09% | Add +0.6% | 1,376 | $277K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 1,374 | $276K |
| PrairieView Partners, LLC | 0.03% | Reduce -31.9% | 1,369 | $275K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -3.0% | 1,333 | $268K |
| Pine Haven Investment Counsel, Inc | 0.21% | No change | 1,302 | $262K |
| Bokf, NA | 0.00% | Reduce -7.1% | 1,287 | $259K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,277 | $257K |
| Addison Advisors LLC | 0.06% | Reduce -0.6% | 1,275 | $256K |
| Mgo One Seven LLC | 0.01% | Reduce -4.5% | 1,264 | $254K |
| Gibbs Wealth Management | 0.05% | New | 1,251 | $252K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -16.2% | 1,238 | $247K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.1% | 1,226 | $247K |
| Advisors Capital Management, LLC | 0.00% | Reduce -2.6% | 1,217 | $245K |
| Gsa Capital Partners LLP | 0.02% | Reduce -17.2% | 1,200 | $241K |
| Brucke Financial, Inc. | 0.17% | Reduce -0.3% | 1,191 | $240K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 1,187 | $239K |
| Seneca Financial Advisors LLC | 0.09% | No change | 1,181 | $238K |
| Freedom Investment Management, Inc. | 0.02% | New | 1,179 | $237K |
| Kathmere Capital Management, LLC | 0.02% | New | 1,176 | $237K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +91.0% | 1,173 | $236K |
| Prudential Financial Inc. | 0.00% | New | 1,168 | $234K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -35.3% | 1,185 | $234K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,149 | $231K |
| Wulff, Hansen & Co. | 0.20% | New | 1,144 | $230K |
| Cresset Asset Management, LLC | 0.00% | Reduce -31.8% | 1,139 | $229K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 1,129 | $227K |
| Quotient Wealth Partners, LLC | 0.01% | New | 1,125 | $226K |
| World Investment Advisors | 0.01% | New | 1,106 | $222K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.3% | 1,084 | $218K |
| Ascent Group, LLC | 0.01% | New | 1,080 | $217K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -17.1% | 1,079 | $217K |
| Ethic Inc. | 0.00% | New | 1,096 | $217K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -14.4% | 1,078 | $217K |
| Great Waters Wealth Management | 0.03% | New | 1,073 | $216K |
| Kaydan Wealth Management, Inc. | 0.07% | New | 1,072 | $216K |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.01% | Reduce -31.9% | 1,059 | $213K |
| Tobam | 0.08% | Reduce -51.1% | 775 | $212K |
| HORAN Wealth, LLC | 0.06% | — | 1,048 | $211K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,042 | $210K |
| Rossby Financial, LCC | 0.08% | Add +4.7% | 1,040 | $209K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 1,040 | $209K |
| Spire Wealth Management | 0.01% | Reduce -50.0% | 1,037 | $209K |
| Fiduciary Family Office, LLC | 0.07% | New | 1,036 | $208K |
| Cary Street Partners Investment Advisory LLC | 0.10% | New | 1,026 | $206K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,025 | $206K |
| Prasad Wealth Partners, LLC | 0.06% | New | 1,014 | $204K |
| Old North State Wealth Management, LLC | 0.11% | New | 1,005 | $202K |
| International Assets Investment Management, LLC | 0.02% | New | 1,002 | $202K |
| Davis R M Inc. | 0.00% | New | 1,000 | $201K |
| Wellington Shields Capital Management, LLC | 0.03% | New | 1,000 | $201K |
| Motco | 0.02% | No change | 998 | $201K |
| Seldon Capital LP | 0.09% | New | 996 | $200K |
| Huntington National Bank | 0.00% | Reduce -8.7% | 947 | $190K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 868 | $175K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.7% | 867 | $174K |
| Hanson & Doremus Investment Management | 0.02% | Reduce -8.0% | 842 | $169K |
| Private Trust Co. NA | 0.02% | No change | 804 | $162K |
| Manchester Capital Management LLC | 0.02% | No change | 735 | $148K |
| GAMMA Investing LLC | 0.01% | Reduce -1.0% | 669 | $135K |
| Plato Investment Management Ltd | 0.01% | Reduce -95.3% | 642 | $128K |
| State of Wyoming | 0.02% | Reduce -5.6% | 636 | $128K |
| Whittier Trust Co. | 0.00% | No change | 621 | $125K |
| Colonial Trust Co / SC | 0.02% | Add +29.5% | 623 | $123K |
| JNBA Financial Advisors | 0.01% | No change | 602 | $121K |
| Danske Bank A/S | 0.00% | No change | 599 | $120K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 573 | $115K |
| Cromwell Holdings LLC | 0.06% | Add +3.7% | 527 | $106K |
| Brown Brothers Harriman & Co. | 0.00% | Add +6.7% | 526 | $106K |
| GeoWealth Management, LLC | 0.00% | Reduce -40.3% | 517 | $104K |
| Ridgewood Investments LLC | 0.04% | No change | 514 | $103K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 496 | $100K |
| HM Payson & Co. | 0.00% | No change | 480 | $97K |
| Financial Network Wealth Advisors LLC | 0.12% | New | 473 | $95K |
| Fifth Third Bancorp | 0.00% | Reduce -5.2% | 459 | $92K |
| MAI Capital Management | 0.00% | Add +1476.9% | 410 | $82K |
| Allworth Financial LP | 0.00% | No change | 401 | $81K |
| Financial Perspectives, Inc | 0.02% | New | 400 | $80K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.03% | No change | 393 | $79K |
| Old Second National Bank of Aurora | 0.02% | No change | 393 | $79K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -16.7% | 399 | $79K |
| Trust Co. of Toledo NA | 0.01% | New | 381 | $77K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.3% | 381 | $77K |
| Blue Trust, Inc. | 0.00% | Add +14.1% | 365 | $73K |
| UMB Bank, n.a. | 0.00% | No change | 364 | $73K |
| Principal Securities, Inc. | 0.00% | Reduce -11.3% | 347 | $70K |
| Gold Investment Management Ltd. | 0.03% | No change | 336 | $68K |
| CGC Financial Services, LLC | 0.02% | No change | 315 | $63K |
| SBI Securities Co., Ltd. | 0.00% | Add +30.9% | 309 | $62K |
| Asset Dedication, LLC | 0.00% | No change | 238 | $48K |
| Clean Yield Group | 0.01% | No change | 232 | $47K |
| Optiver Holding B.V. | 0.00% | New | 222 | $45K |
| Trust Co. of Vermont | 0.00% | No change | 214 | $43K |
| Pacifica Partners Inc. | 0.02% | Reduce -6.2% | 226 | $42K |
| AlphaCore Capital LLC | 0.00% | New | 193 | $39K |
| Brown Shipley& Co Ltd | 0.02% | No change | 192 | $39K |
| Ameritas Advisory Services, LLC | 0.00% | New | 186 | $37K |
| Westside Investment Management, Inc. | 0.01% | New | 169 | $34K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +5.7% | 166 | $33K |
| Curio Wealth, LLC | 0.01% | Add +16200.0% | 163 | $33K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $30K |
| Geneos Wealth Management Inc. | 0.00% | No change | 144 | $29K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 140 | $28K |
| Walleye Capital LLC | 0.00% | Reduce -99.0% | 135 | $27K |
| IFP Advisors, Inc | 0.00% | Add +36.0% | 117 | $24K |
| Arax Advisory Partners | 0.00% | Add +85.7% | 26 | $23K |
| Roxbury Financial LLC | 0.02% | No change | 115 | $23K |
| CoreCap Advisors, LLC | 0.00% | Reduce -51.6% | 108 | $22K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +10400.0% | 105 | $21K |
| Boreal Capital Management LLC | 0.02% | — | 102 | $20K |
| Global Retirement Partners, LLC | 0.00% | — | 100 | $20K |
| Zions Bancorporation, National Association | 0.00% | No change | 98 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +12.9% | 96 | $19K |
| Maseco LLP | 0.00% | — | 94 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +15.3% | 83 | $17K |
| Stephens Consulting, LLC | 0.00% | No change | 79 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 78 | $16K |
| Capital Analysts, LLC | 0.00% | Reduce -17.2% | 77 | $15K |
| North Capital, Inc. | 0.01% | No change | 73 | $15K |
| Princeton Global Asset Management LLC | 0.00% | New | 60 | $12K |
| Hantz Financial Services, Inc. | 0.00% | No change | 60 | $12K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 48 | $10K |
| TD Capital Management LLC | 0.00% | New | 45 | $9K |
| Cary Street Partners Financial LLC | 0.00% | New | 45 | $9K |
| Sierra Ocean, LLC | 0.01% | No change | 43 | $9K |
| Fortitude Family Office, LLC | 0.00% | No change | 42 | $8K |
| Creative Financial Designs Inc. | 0.00% | Reduce -24.5% | 40 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 44 | $7K |
| Penserra Capital Management LLC | 0.00% | No change | 39 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 34 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 33 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +1000.0% | 33 | $7K |
| Brooklyn Investment Group | 0.00% | Add +28.0% | 32 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 30 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $6K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 29 | $5K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 23 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 19 | $4K |
| SouthState Bank Corp | 0.00% | Add +800.0% | 18 | $4K |
| TD Private Client Wealth LLC | 0.00% | New | 18 | $4K |
| Albion Financial Group | 0.00% | No change | 17 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -26.1% | 17 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 16 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 18 | $3K |
| ORG Partners LLC | 0.00% | New | 15 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 15 | $3K |
| Hemington Wealth Management | 0.00% | No change | 19 | $3K |
| Parkside Financial Bank & Trust | 0.00% | New | 14 | $3K |
| Ancora Advisors LLC | 0.00% | New | 13 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 12 | $2K |
| Anchor Investment Management, LLC | 0.00% | Reduce -85.7% | 12 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -77.1% | 8 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 8 | $2K |
| True Wealth Design, LLC | 0.00% | Add +40.0% | 7 | $1K |
| Gen-Wealth Partners Inc | 0.00% | No change | 7 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 7 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 4 | $805 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 3 | $603 |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 3 | $603 |
| Kestra Investment Management, LLC | 0.00% | Reduce -96.2% | 3 | $603 |
| PEAK6 LLC | 0.00% | New | 3 | $534 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 3 | $468 |
| Blume Capital Management, Inc. | 0.00% | New | 2 | $403 |
| Kilter Group LLC | 0.00% | New | 1 | $202 |
"% of holder's portfolio" is TRI's weight in each manager's 13F, not the share of Thomson Reuters Corp. the manager owns.