Thomson ReutersTRI

13F holders, Q2 2026 (June 30)
412holders +403
53new positions
6sold out
3famous investors
$81.81avg. 13F price*

At the end of Q2 2026, 412 institutions reported holding Thomson Reuters Corp. (TRI) in their 13F filings, up 403 from Q1 2026. 53 opened new positions and 6 sold out. The largest holders were Woodbridge Co Ltd ($24.2B), Invesco Ltd. ($848.5M) and Royal Bank of Canada ($653.7M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Thomson Reuters Corp.
Sector
Finance
CUSIP
884903881
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q3 2025: 1Q3 2025Q4 2025: 4Q4 2025Q1 2026: 9Q1 2026Q2 2026: 412Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions53$110.7M
Exits6$46.8M

All 13F filers, Q1 2026 → Q2 2026: 11,795,595 shares bought and 12,141,745 shares sold, net −346,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 412 holders

Woodbridge Co Ltd 95.82% No change 296,247,085 $24.2B
Invesco Ltd. 0.07% Reduce -10.9% 10,389,479 $848.5M
Royal Bank of Canada 0.11% Reduce -10.6% 8,003,836 $653.7M
1832 Asset Management L.P. 0.77% Add +7.8% 7,671,208 $626.5M
Morgan Stanley 0.02% Add +38.2% 4,435,768 $362.3M
TLT Family Holdco ULC 49.15% No change 4,236,459 $346.0M
Bank of Montreal 0.13% Reduce -19.1% 4,238,221 $345.8M
TD Asset Management Inc 0.30% Reduce -18.1% 4,190,918 $342.2M
FMR LLC 0.01% Add +43.6% 4,093,736 $334.4M
Vanguard Capital Management LLC 0.01% Add +0.9% 3,703,882 $302.5M
LCC Family Corp. 100.00% Reduce -5.7% 3,008,406 $245.7M
FIL Ltd 0.17% Add +2751.9% 2,956,423 $241.5M
Goldman Sachs Group Inc. 0.02% Reduce -19.3% 2,511,682 $205.1M
First Trust Advisors LP 0.12% Add +56.7% 2,449,769 $200.1M
SEG Family Corp. 100.00% Reduce -1.0% 2,440,238 $199.3M
Fiera Capital Corp 0.65% Add +4.1% 2,185,507 $178.2M
Geode Capital Management, LLC 0.01% Reduce -4.7% 2,090,508 $172.9M
Mackenzie Financial Corp. 0.13% Reduce -36.5% 1,087,904 $125.6M
Agf Management Ltd. 0.48% Add +6.1% 1,500,920 $122.7M
TD Waterhouse Canada Inc. 0.29% Reduce -2.0% 1,297,109 $110.3M
Canada Pension Plan Investment Board 0.06% Reduce -24.5% 1,314,063 $107.2M
Bank of America Corp. 0.01% Reduce -20.4% 1,274,694 $104.1M
Manufacturers Life Insurance Company, The 0.08% Reduce -15.1% 1,253,916 $102.2M
Cibc World Market Inc. 0.17% Add +26.3% 1,234,115 $100.7M
Vanguard Fiduciary Trust Co. 0.02% Add +0.5% 1,176,971 $96.1M
BlackRock, Inc. 0.00% Reduce -4.6% 1,120,950 $91.5M
Norges Bank 0.01% — 1,100,566 $89.8M
National Bank of Canada 0.08% Reduce -40.8% 1,084,305 $87.4M
DKRT Investments Corp. 19.72% No change 988,349 $80.7M
JPMorgan Chase & Co. 0.00% Reduce -25.0% 975,009 $80.6M
Storebrand Asset Management As 0.19% Add +1.7% 942,719 $77.0M
Legal & General Group Plc 0.02% Reduce -5.8% 910,109 $74.3M
Clearbridge Investments, LLC 0.05% Add +58.1% 777,571 $63.5M
AQR Capital Management 0.02% Add +16.1% 712,176 $58.1M
Toronto Dominion Bank 0.09% Add +9.5% 663,803 $54.2M
Bank of Nova Scotia 0.08% Add +67.8% 626,816 $51.2M
Arrowstreet Capital, Limited Partnership 0.02% New 619,352 $50.6M
Vanguard Global Advisers, LLC 0.02% Add +5.7% 565,083 $46.2M
Amundi 0.01% Add +43.3% 564,556 $46.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -6.0% 547,202 $44.7M
Citigroup Inc. 0.02% Add +193.5% 528,583 $43.2M
PJT Investments Corp. 14.42% No change 522,108 $42.6M
BNP Paribas Financial Markets 0.02% Add +47.7% 490,464 $40.1M
Massachusetts Financial Services Co. 0.01% Add +0.7% 341,913 $38.8M
Alberta Investment Management Corp 0.25% Add +1247.5% 474,751 $38.8M
CIBC Asset Management Inc 0.08% Reduce -52.0% 463,662 $37.9M
UBS Group AG 0.01% Add +24.2% 457,156 $37.3M
Quadrature Capital Ltd 0.31% Add +148.8% 446,107 $36.4M
Swiss National Bank 0.02% Reduce -18.8% 422,855 $34.4M
Raymond James Financial Inc. 0.01% Reduce -11.1% 416,870 $34.0M
ProShare Advisors LLC 0.04% Reduce -36.2% 354,201 $28.9M
Bank of New York Mellon Corp 0.00% Reduce -13.3% 351,535 $28.7M
Benjamin Edwards Inc. 0.26% Reduce -18.7% 345,679 $28.2M
Deutsche Bank AG 0.01% Reduce -13.5% 332,339 $27.1M
Envestnet Asset Management Inc. 0.01% Reduce -1.6% 331,421 $27.1M
Dixon Mitchell Investment Counsel Inc. 0.85% Add +7.3% 320,163 $26.1M
Pictet Asset Management Holding SA 0.02% Reduce -23.8% 311,005 $25.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% Add +10.5% 297,518 $24.3M
NEOS Investment Management LLC 0.08% Add +11.9% 263,473 $21.5M
Two Sigma Investments, LP 0.02% Reduce -36.9% 253,513 $20.7M
Scotia Capital Inc. 0.07% Reduce -6.6% 237,956 $19.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +112.2% 236,355 $19.3M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -50.3% 220,772 $18.0M
Barclays PLC 0.01% New 206,489 $16.9M
Federation des caisses Desjardins du Quebec 0.05% Add +3.3% 204,816 $16.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -10.4% 200,489 $16.4M
Heathbridge Capital Management Ltd. 5.32% Add +47.8% 190,743 $15.6M
Mufg Securities (canada), LTD. 0.41% Reduce -4.9% 185,253 $15.1M
GW&K Investment Management, LLC 0.11% Reduce -2.2% 168,312 $13.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -17.1% 164,407 $13.4M
Rafferty Asset Management, LLC 0.03% Add +33.5% 160,063 $13.1M
Victory Capital Management Inc. 0.01% Reduce -15.8% 159,272 $13.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +45029.0% 154,536 $12.6M
State Street Corp. 0.00% Reduce -13.0% 154,441 $12.6M
Stifel Financial Corp. 0.01% Reduce -5.9% 153,722 $12.6M
Marshall Wace, LLP 0.01% Reduce -77.0% 149,113 $12.2M
Intact Investment Management Inc. 0.34% Reduce -28.7% 145,827 $11.9M
Public Sector Pension Investment Board 0.03% Add +578.1% 145,321 $11.9M
Northern Trust Corp. 0.00% Reduce -22.3% 141,986 $11.6M
M&G PLC 0.06% Reduce -1.0% 133,993 $10.9M
Dimensional Fund Advisors LP 0.00% Reduce -2.1% 131,356 $10.7M
Wells Fargo & Company 0.00% Reduce -2.3% 126,556 $10.3M
SG Americas Securities, LLC 0.01% Add +11.2% 124,586 $10.2M
Davis-Rea LTD. 2.89% No change 124,012 $10.1M
APG Asset Management N.V. 0.02% Add +14.3% 138,113 $9.9M
Aquatic Capital Management LLC 0.34% Reduce -20.6% 120,171 $9.8M
Aviva PLC 0.01% Reduce -13.1% 115,524 $9.4M
Scheer, Rowlett & Associates Investment Management Ltd. 0.66% Add +20.1% 112,198 $9.2M
Russell Investments Group, Ltd. 0.01% Reduce -9.2% 102,084 $8.4M
Vest Financial, LLC 0.08% Add +98.3% 93,557 $7.6M
Nuveen, LLC 0.00% Reduce -29.8% 92,820 $7.6M
Louisbourg Investments Inc. 1.34% Add +24.8% 89,435 $7.3M
Waratah Capital Advisors Ltd. 0.53% New 85,099 $7.0M
Gotham Asset Management 0.02% Add +438.0% 82,118 $6.7M
GF Fund Management Co. LTD. 0.08% Reduce -14.2% 76,956 $6.3M
Guggenheim Capital LLC 0.04% Reduce -6.8% 76,402 $6.2M
United Capital Financial Advisors, LLC 0.03% Add +43.7% 73,694 $6.0M
Franklin Resources Inc. 0.00% Reduce -5.8% 73,553 $6.0M
Rathbones Group PLC 0.02% Add +0.4% 69,862 $5.7M
State of Tennessee, Department of Treasury 0.02% Reduce -4.1% 68,893 $5.6M
Addenda Capital Inc. 0.15% No change 47,751 $5.5M
Vanguard Investments Australia, Ltd. 0.01% Reduce -12.4% 67,515 $5.5M
Bank of Nova Scotia Trust Co. 0.46% Add +0.8% 67,252 $5.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% New 66,346 $5.4M
Quantinno Capital Management LP 0.01% Reduce -27.3% 64,720 $5.3M
HRT Financial LP 0.01% Add +84.1% 62,999 $5.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -14.0% 62,744 $5.1M
Nissay Asset Management Corp. /Japan 0.02% Reduce -5.8% 62,117 $5.1M
Cerity Partners LLC 0.01% Reduce -3.8% 59,880 $4.9M
Beutel, Goodman & Co Ltd. 0.03% Reduce -1.5% 58,067 $4.7M
Numerai GP LLC 0.38% Add +71.7% 56,778 $4.6M
ExodusPoint Capital Management, LP 0.04% Reduce -4.7% 56,386 $4.6M
Harvest Portfolios Group Inc. 0.06% New 54,103 $4.4M
Creative Planning 0.00% Reduce -3.2% 51,561 $4.2M
SIG North Trading, ULC 0.74% Add +0.2% 49,633 $4.1M
Northwest & Ethical Investments L.P. 0.09% Reduce -13.8% 49,567 $4.0M
Vestcor Inc 0.10% No change 49,227 $4.0M
Cooper Investors PTY Ltd. 1.82% Add +16.4% 48,620 $4.0M
First National Bank of Mount Dora, Trust Investment Services 0.73% Reduce -0.9% 44,702 $3.7M
iA Global Asset Management Inc. 0.04% Reduce -15.4% 44,448 $3.6M
Nykredit A/S 0.01% — 43,462 $3.5M
Baird Financial Group, Inc. 0.00% Add +7.7% 42,890 $3.5M
Aviso Financial Inc. 0.12% Reduce -11.8% 42,566 $3.5M
LPL Financial LLC 0.00% Reduce -1.6% 42,027 $3.4M
Bridgewater Associates 0.01% Reduce -73.8% 41,160 $3.4M
State of Wisconsin Investment Board 0.01% Reduce -15.7% 41,108 $3.4M
PCJ Investment Counsel Ltd. 0.96% New 41,040 $3.3M
Shelton Capital Management 0.06% Reduce -16.2% 40,399 $3.3M
Van Lanschot Kempen Investment Management N.V. 0.02% Add +33.5% 39,407 $3.2M
Daiwa Securities Group Inc. 0.01% Reduce -7.7% 38,302 $3.1M
Mn Services Vermogensbeheer B.V. 0.02% New 38,120 $3.1M
Mariner, LLC 0.00% Add +0.9% 37,744 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.3% 33,326 $3.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -5.6% 35,908 $2.9M
HSBC Holdings PLC 0.00% Add +10.3% 36,009 $2.9M
Avanza Fonder AB 0.06% Add +32.5% 22,026 $2.6M
Credit Agricole S A 0.01% Add +25.2% 30,086 $2.5M
Lido Advisors, LLC 0.01% Add +19.8% 29,462 $2.4M
Lansforsakringar Fondforvaltning AB (publ) 0.01% Reduce -10.9% 29,127 $2.4M
Jones Financial Companies LLLP 0.00% Add +14.0% 28,244 $2.4M
Arkadios Wealth Advisors 0.04% Add +47.7% 28,667 $2.3M
Nomura Holdings Inc. 0.01% Reduce -49.4% 27,630 $2.3M
Swiss Life Asset Management Ltd 0.01% Add +6.1% 26,423 $2.2M
USS Investment Management Ltd 0.01% Add +1.1% 26,451 $2.2M
Profund Advisors LLC 0.06% Reduce -6.5% 26,262 $2.1M
Callahan Advisors, LLC 0.16% No change 25,906 $2.1M
Korea Investment CORP 0.00% Reduce -81.7% 25,162 $2.1M
Ameriprise Financial Inc. 0.00% Reduce -35.2% 24,164 $2.0M
Drexel Morgan & Co. 0.28% No change 24,614 $2.0M
Louisiana State Employees Retirement System 0.03% Reduce -14.4% 24,600 $2.0M
Penbrook Management LLC 1.27% No change 24,381 $2.0M
Prosperity Consulting Group, LLC 0.07% Reduce -11.9% 23,717 $1.9M
SEB Asset Management AB 0.01% New 23,698 $1.9M
Stratos Wealth Partners, LTD. 0.02% Reduce -67.6% 23,398 $1.9M
Pacer Advisors, Inc. 0.00% Add +51.0% 22,326 $1.8M
Bessemer Group Inc. 0.00% Reduce -1.0% 22,337 $1.8M
Man Group plc 0.00% Reduce -74.4% 21,392 $1.7M
First American Bank 0.09% Add +13.8% 20,358 $1.7M
EFG International AG 0.03% Reduce -18.6% 20,073 $1.6M
Guardian Partners Inc. 0.15% Add +5.3% 20,066 $1.6M
Public Employees Retirement System of Ohio 0.00% Add +109.0% 20,016 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +9.2% 19,708 $1.6M
CI Investments Inc. 0.01% New 19,483 $1.6M
MUFG Securities EMEA plc 0.02% New 19,288 $1.6M
Investment Management Corp of Ontario 0.02% No change 18,747 $1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2244.1% 17,461 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -72.1% 17,026 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +17.3% 16,706 $1.4M
Fairtree Asset Management (Pty) Ltd 0.51% New 16,405 $1.3M
Rodgers Brothers Inc. 0.13% No change 16,355 $1.3M
Neuberger Berman Group LLC 0.00% Add +93.1% 16,269 $1.3M
Fideuram Asset Management (Ireland) dac 0.03% New 11,662 $1.3M
Burkett Asset Management Ltd 1.17% Add +9.2% 15,374 $1.3M
Generali Asset Management SPA SGR 0.02% Reduce -7.5% 10,767 $1.2M
American Century Companies Inc. 0.00% Add +19.8% 14,558 $1.2M
Norinchukin Bank, The 0.01% Reduce -10.3% 14,410 $1.2M
Nomura Asset Management Co. Ltd. 0.00% Reduce -12.5% 14,226 $1.2M
Alliancebernstein L.P. 0.00% Reduce -7.6% 13,971 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -12.7% 13,820 $1.1M
Qube Research & Technologies Ltd 0.00% New 13,595 $1.1M
Corient Private Wealth LP 0.00% Reduce -26.3% 13,524 $1.1M
Jupiter Topco LLC 0.00% — 13,462 $1.1M
E Fund Management Co., Ltd. 0.02% Reduce -4.5% 13,338 $1.1M
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -12.1% 13,276 $1.1M
Utah Retirement Systems 0.01% Reduce -10.5% 13,231 $1.1M
Natixis 0.01% Add +35.6% 13,131 $1.1M
Blueshift Asset Management, LLC 0.24% Add +27.6% 12,888 $1.1M
ICONIQ Capital, LLC 0.03% New 12,643 $1.0M
Metatron Capital SICAV plc - Metatron Long Term Equity Fund 0.49% — 12,239 $999K
Macquarie Group Ltd. 0.00% New 12,220 $998K
Griffin Asset Management, Inc. 0.10% Reduce -4.4% 11,898 $972K
CenterBook Partners LP 0.05% Add +24.9% 11,740 $959K
Gulf International Bank (UK) Ltd 0.02% Reduce -2.7% 11,715 $955K
Beacon Pointe Advisors, LLC 0.00% New 11,625 $949K
China Universal Asset Management Co., Ltd. 0.06% Reduce -6.8% 11,474 $937K
PNC Financial Services Group, Inc. 0.00% Add +14.5% 11,077 $905K
RFG Advisory, LLC 0.01% Reduce -57.9% 11,000 $898K
Schonfeld Strategic Advisors LLC 0.00% New 10,660 $871K
Prospera Financial Services Inc 0.01% Add +14.2% 10,472 $855K
Orion Porfolio Solutions, LLC 0.01% Reduce -8.5% 10,366 $847K
Waterfront Wealth Inc. 0.13% Reduce -0.3% 9,108 $817K
Lazard Asset Management LLC 0.00% Add +20.9% 9,886 $807K
Quantbot Technologies LP 0.03% Reduce -74.0% 9,616 $785K
Cetera Investment Advisers 0.00% Add +34.0% 9,463 $773K
ING Groep NV 0.00% Reduce -23.3% 9,336 $762K
Alliance Wealth Advisors, LLC 0.14% Reduce -37.4% 9,096 $743K
Wellington Management Group LLP 0.00% Reduce -4.7% 9,041 $738K
Osaic Holdings, Inc. 0.00% Reduce -1.8% 9,022 $737K
Evelyn Partners Group Ltd 0.01% — 8,787 $717K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -23.1% 8,695 $710K
Oppenheimer & Co. Inc. 0.01% Reduce -2.3% 8,590 $702K
Value Partners Investments Inc. 0.05% Add +35.4% 8,372 $682K
Sit Investment Associates Inc. 0.01% No change 8,294 $677K
Sanctuary Advisors, LLC 0.00% Reduce -2.8% 8,116 $663K
Ensign Peak Advisors, Inc 0.00% No change 8,049 $657K
Xcelsior Advisor Partners LLC 0.09% New 8,009 $654K
Tower Research Capital LLC (TRC) 0.02% Reduce -73.4% 8,001 $653K
Vise Technologies, Inc. 0.01% Add +23.7% 7,913 $646K
Ethic Inc. 0.01% Add +73.7% 7,755 $633K
Squarepoint Ops LLC 0.00% New 7,704 $629K
Portside Wealth Group, LLC 0.07% Reduce -2.1% 7,650 $625K
HighTower Advisors, LLC 0.00% Add +10.7% 7,609 $621K
Allianz Asset Management GmbH 0.00% Reduce -97.3% 7,380 $603K
Tidal Investments LLC 0.00% Add +40.9% 7,335 $599K
US Bancorp \de 0.00% Reduce -2.4% 7,232 $591K
Concurrent Investment Advisors, LLC 0.00% Add +16.9% 7,063 $577K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% New 7,049 $576K
Kestra Private Wealth Services, LLC 0.01% Reduce -11.6% 6,858 $560K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 6,804 $549K
Charles Schwab Trust Co 0.03% No change 6,616 $540K
Bond & Devick Financial Network, Inc. 0.13% New 6,590 $538K
Savant Capital, LLC 0.00% Add +36.3% 6,458 $528K
CIBC Bancorp USA Inc. 0.00% Add +79.4% 6,419 $524K
O'shaughnessy Asset Management, LLC 0.00% Reduce -30.5% 6,321 $516K
ICICI Prudential Asset Management Co Ltd 0.06% Reduce -13.1% 6,301 $515K
Quadrant Capital Group LLC 0.01% New 6,227 $509K
Eventide Asset Management, LLC 0.01% New 6,081 $503K
Sequoia Financial Advisors, LLC 0.00% Reduce -29.0% 6,153 $503K
Lee Financial Co 0.06% Reduce -0.3% 6,054 $494K
Dynamic Advisor Solutions LLC 0.01% Reduce -6.5% 6,031 $493K
Jane Street Group, LLC 0.00% Reduce -75.0% 5,938 $485K
Coastal Bridge Advisors, LLC 0.03% Reduce -20.9% 5,817 $475K
Quilter Plc 0.01% Reduce -6.5% 4,061 $470K
Integrated Wealth Concepts LLC 0.00% Reduce -0.2% 5,610 $458K
Signaturefd, LLC 0.01% Reduce -12.3% 5,543 $453K
Focus Partners Wealth 0.00% Add +52.6% 5,474 $447K
Janney Montgomery Scott LLC 0.00% Reduce -1.7% 5,389 $440K
Candriam S.C.A. 0.00% Reduce -87.4% 5,332 $435K
&partners 0.00% Add +76.8% 5,270 $430K
NewEdge Advisors, LLC 0.00% Add +0.5% 5,221 $426K
Syon Capital LLC 0.02% Reduce -28.6% 5,186 $424K
Ossiam 0.01% New 5,159 $421K
Certior Financial Group, LLC 0.23% Add +3.4% 5,071 $414K
Journey Retirement Planning & Investment Management LLC 0.32% Reduce -12.3% 5,035 $411K
IFP Advisors, Inc 0.01% New 5,002 $409K
Ingalls & Snyder LLC 0.01% Reduce -12.6% 4,816 $393K
Catalyst Funds Management Pty Ltd 0.02% New 4,800 $392K
Arista Wealth Management, LLC 0.04% No change 4,708 $385K
Royal London Asset Management Ltd. 0.00% Reduce -40.8% 4,684 $383K
Cidel Asset Management Inc. 0.02% Reduce -95.7% 4,570 $373K
Empower Advisory Group, LLC 0.00% No change 4,568 $373K
Pathstone Holdings, LLC 0.00% Reduce -39.9% 4,338 $354K
Tobam 0.09% Add +20.0% 3,022 $350K
Norden Group LLC 0.03% Add +6.5% 4,285 $350K
Assenagon Asset Management S.A. 0.00% Reduce -23.1% 4,249 $347K
Alpha Family Trust 0.14% Add +46.9% 4,135 $338K
CastleKnight Management LP 0.01% No change 4,135 $338K
Mercer Global Advisors Inc. 0.00% Add +2.1% 4,115 $336K
Caprock Group, LLC 0.01% Reduce -24.1% 4,105 $335K
Fiduciary Trust Co 0.00% Reduce -1.9% 4,100 $335K
Sei Investments Co. 0.00% New 4,088 $334K
Lombard Odier Asset Management (Switzerland) SA 0.01% Reduce -49.9% 4,037 $329K
First Business Financial Services, Inc. 0.03% Add +1.6% 3,942 $322K
Rockefeller Capital Management L.P. 0.00% Reduce -6.2% 3,903 $319K
Mizuho Markets Americas LLC 0.01% Reduce -5.0% 3,796 $310K
Farther Finance Advisors, LLC 0.00% Add +7.9% 3,792 $310K
Eagle Harbor Asset Management Inc. 0.24% Reduce -43.5% 3,789 $309K
Exit Wealth Advisors, LLC. 0.14% New 3,773 $308K
Venturi Wealth Management, LLC 0.01% Reduce -23.5% 3,759 $307K
Purpose Unlimited Inc. 0.01% Reduce -59.4% 3,717 $306K
Wealthfront Advisers LLC 0.00% Reduce -1.4% 3,695 $302K
Aaron Wealth Advisors LLC 0.02% Reduce -29.8% 3,665 $299K
Sivia Capital Partners, LLC 0.04% Reduce -27.1% 3,530 $288K
Checchi Capital Advisers, LLC 0.02% Reduce -8.3% 3,373 $275K
Ballentine Partners, LLC 0.00% Reduce -23.8% 3,169 $259K
First National Bank of Omaha 0.01% No change 3,107 $257K
PAX Financial Group, LLC 0.04% Add +20.3% 3,099 $253K
Metis Global Partners, LLC 0.01% Reduce -55.7% 3,041 $248K
Tacita Capital Inc 0.13% Reduce -17.5% 3,024 $247K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -36.1% 2,972 $243K
CFO4Life Group, LLC 0.03% New 2,922 $239K
Ieq Capital, LLC 0.00% Reduce -40.4% 2,917 $238K
Westwood Holdings Group Inc. 0.00% Add +1.6% 2,889 $236K
Guardian Capital LP 0.01% Reduce -0.3% 2,884 $235K
Versant Capital Management, Inc 0.02% Add +33.3% 2,773 $226K
Key Financial Inc 0.04% Reduce -0.5% 2,695 $220K
D.A. Davidson & Co. 0.00% No change 2,694 $220K
Kestra Advisory Services, LLC 0.00% Reduce -71.8% 2,691 $220K
MML Investors Services, LLC 0.00% Add +22.3% 2,686 $219K
Vident Advisory, LLC 0.00% Reduce -15.5% 2,598 $212K
Diversify Advisory Services, LLC 0.00% New 2,152 $210K
Diversify Wealth Management, LLC 0.00% New 2,152 $210K
SIH Partners, LLLP 0.01% New 2,459 $201K
Moors & Cabot, Inc. 0.01% Add +0.6% 2,450 $200K
Parallel Advisors, LLC 0.00% Add +14.4% 2,443 $200K
Advisors Asset Management, Inc. 0.00% Add +160.7% 2,442 $199K
Rhumbline Advisers 0.00% Reduce -23.7% 2,326 $190K
Highline Wealth Partners LLC 0.04% New 2,302 $188K
Picton Mahoney Asset Management 0.00% Reduce -99.0% 2,079 $169K
E Fund Management (Hong Kong) Co., Ltd. 0.06% Add +34.0% 2,033 $166K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.6% 1,923 $157K
Jackson, Grant Investment Advisers, Inc. 0.04% Reduce -6.7% 1,680 $137K
Larson Financial Group LLC 0.00% Add +201.5% 1,614 $132K
Caitong International Asset Management Co., Ltd 0.02% Add +103.9% 1,509 $123K
Cornerstone Planning Group LLC 0.01% Add +3.3% 1,207 $105K
EverSource Wealth Advisors, LLC 0.00% Reduce -8.6% 1,185 $97K
Physician Wealth Advisors, Inc. 0.01% Reduce -0.1% 1,090 $89K
Oslo Pensjonsforsikring AS 0.01% No change 1,083 $88K
Hillsdale Investment Management Inc. 0.00% Add +11.0% 991 $81K
GAMMA Investing LLC 0.00% Reduce -30.6% 954 $78K
Manchester Capital Management LLC 0.01% Add +0.3% 942 $77K
Allworth Financial LP 0.00% New 923 $75K
GHP Investment Advisors, Inc. 0.00% Reduce -0.2% 916 $75K
IFG Advisory, LLC 0.00% New 904 $74K
JPL Wealth Management, LLC 0.01% Reduce -52.6% 882 $72K
Clearstead Advisors, LLC 0.00% New 879 $72K
High Note Wealth, LLC 0.01% New 852 $70K
SBI Securities Co., Ltd. 0.00% Add +69.6% 786 $64K
Private Trust Co. NA 0.00% No change 732 $60K
Colonial Trust Co / SC 0.01% Reduce -0.3% 673 $56K
Vanguard National Trust Co 0.00% No change 623 $51K
Brown Brothers Harriman & Co. 0.00% Reduce -13.2% 601 $49K
JNBA Financial Advisors 0.00% No change 592 $48K
Huntington National Bank 0.00% Reduce -26.6% 590 $48K
Continuum Advisory, LLC 0.00% New 557 $45K
Cromwell Holdings LLC 0.02% Reduce -33.6% 543 $44K
Financial Perspectives, Inc 0.01% Reduce -0.1% 393 $32K
Arax Advisory Partners 0.00% Add +36.0% 388 $32K
Trust Co. of Toledo NA 0.00% No change 375 $31K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.8% 373 $30K
Nisa Investment Advisors, LLC 0.00% Add +7.8% 351 $29K
MassMutual Private Wealth & Trust, FSB 0.00% Add +17.8% 350 $29K
Westside Investment Management, Inc. 0.00% Reduce -0.2% 332 $27K
CGC Financial Services, LLC 0.01% No change 310 $25K
Gold Investment Management Ltd. 0.01% No change 301 $25K
Fifth Third Bancorp 0.00% Reduce -68.9% 252 $21K
Tsfg, LLC 0.00% No change 248 $20K
Ankerstar Wealth, LLC 0.02% Reduce -1.7% 237 $19K
Cassaday & Co Wealth Management LLC 0.00% Add +0.3% 221 $18K
Bare Financial Services, Inc 0.00% Add +82.8% 214 $17K
Trust Co. of Vermont 0.00% — 213 $17K
Montag A & Associates Inc. 0.00% Reduce -26.1% 200 $16K
Eurizon Capital SGR S.p.A. 0.00% New 191 $16K
Brown Shipley& Co Ltd 0.01% No change 189 $15K
Asset Dedication, LLC 0.00% Reduce -0.6% 179 $15K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -63.0% 171 $14K
Assetmark, Inc. 0.00% Reduce -32.0% 166 $14K
Catalyst Capital Advisors LLC 0.00% Add +32.8% 166 $14K
Plato Investment Management Ltd 0.00% Reduce -91.6% 166 $13K
Caldwell Trust Co 0.00% New 147 $12K
Rothschild Investment LLC 0.00% Reduce -0.4% 145 $12K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -41.9% 144 $12K
Measured Wealth Private Client Group, LLC 0.00% Reduce -0.5% 143 $12K
Asset Management One Co., Ltd. 0.00% Add +97.6% 140 $11K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% Reduce -0.6% 137 $11K
Silver Grove Financial Group, Inc. 0.00% New 102 $8K
Boreal Capital Management LLC 0.01% Reduce -0.4% 100 $8K
Ares Financial Consulting, LLC 0.01% Add +275.2% 96 $8K
City Holding Co. 0.00% Reduce -0.6% 88 $7K
Crewe Advisors LLC 0.00% Reduce -61.4% 87 $7K
Zions Bancorporation, National Association 0.00% Reduce -8.2% 84 $7K
Institute for Wealth Management, LLC. 0.00% New 76 $6K
Blue Trust, Inc. 0.00% Reduce -32.3% 74 $6K
Towne Trust Company, N.A 0.00% New 71 $6K
Harbour Investments, Inc. 0.00% Reduce -4.1% 67 $5K
LRI Investments, LLC 0.00% New 67 $5K
True Wealth Design, LLC 0.00% Reduce -65.6% 63 $5K
Roxbury Financial LLC 0.00% No change 61 $5K
Princeton Global Asset Management LLC 0.00% No change 59 $5K
Cornerstone Financial Management LLC 0.00% Add +15.5% 50 $4K
Murphy & Mullick Capital Management Corp 0.00% Reduce -0.5% 47 $4K
TD Capital Management LLC 0.00% Reduce -0.6% 44 $4K
Bell Investment Advisors, Inc 0.00% Add +17.0% 38 $3K
CoreCap Advisors, LLC 0.00% Reduce -65.2% 37 $3K
TD Private Client Wealth LLC 0.00% Add +261.3% 32 $3K
Transamerica Financial Advisors, LLC 0.00% Add +8.9% 30 $2K
Phillip James Consulting Co. 0.00% New 29 $2K
Global Retirement Partners, LLC 0.00% — 27 $2K
Penserra Capital Management LLC 0.00% New 25 $2K
Capital Analysts, LLC 0.00% Reduce -36.5% 20 $2K
Walleye Capital LLC 0.00% Reduce -97.8% 21 $2K
Fiduciary Financial Advisors 0.00% New 23 $2K
Creative Financial Designs Inc. 0.00% Reduce -55.8% 20 $2K
Bogart Wealth, LLC 0.00% Add +1.6% 19 $2K
Albion Financial Group 0.00% Reduce -4.3% 16 $1K
BOK Financial Private Wealth, Inc. 0.00% New 14 $1K
Ameriflex Group, Inc. 0.00% Reduce -5.2% 14 $1K
Godfrey Financial Associates, Inc. 0.00% Reduce -17.4% 13 $1K
Financial Consulate, Inc. 0.00% Add +204.9% 12 $981
North Star Investment Management Corp. 0.00% Reduce -72.9% 12 $980
Anchor Investment Management, LLC 0.00% Reduce -6.8% 11 $898
SHP Wealth Management 0.00% Reduce -34.2% 11 $898
Quarry LP 0.00% New 11 $898
Hilton Head Capital Partners, LLC 0.00% Reduce -8.5% 9 $735
Raffa Wealth Management, LLC 0.00% No change 9 $735
Buck Wealth Strategies, LLC 0.00% New 6 $490
Strategic Wealth Partners, Ltd. 0.00% Reduce -12.9% 6 $490
Bullock Wealth Management Group 0.00% Reduce -25.0% 3 $255
MV Capital Management, Inc. 0.00% Reduce -72.3% 3 $246
Armstrong Advisory Group, Inc. 0.00% Reduce -23.8% 3 $246
Brown, Lisle/Cummings, Inc. 0.00% Reduce -32.3% 2 $163
Stone House Investment Management, LLC 0.00% New 2 $163

"% of holder's portfolio" is TRI's weight in each manager's 13F, not the share of Thomson Reuters Corp. the manager owns.