Valmont IndustriesVMI
13F holders, Q3 2025 (September 30)532holders +35
78new positions
37sold out
10famous investors
$387.38avg. 13F price*
At the end of Q3 2025, 532 institutions reported holding Valmont Industries (VMI) in their 13F filings, up 35 from Q2 2025. 78 opened new positions and 37 sold out. The largest holders were Vanguard Group Inc. ($751.7M), BlackRock, Inc. ($735.0M) and Neuberger Berman Group LLC ($276.3M). 10 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Valmont Industries
- CUSIP
- 920253101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $70.8M |
| Exits | 37 | $22.4M |
All 13F filers, Q2 2025 → Q3 2025: 1,296,108 shares bought and 1,100,037 shares sold, net +196,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 532 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.6% | 1,938,610 | $751.7M |
| BlackRock, Inc. | 0.01% | Reduce -1.6% | 1,895,527 | $735.0M |
| Neuberger Berman Group LLC | 0.20% | Reduce -23.0% | 712,578 | $276.3M |
| State Street Corp. | 0.01% | Reduce -2.5% | 654,223 | $254.1M |
| Franklin Resources Inc. | 0.05% | Reduce -4.0% | 504,679 | $195.7M |
| Invesco Ltd. | 0.03% | Add +8.3% | 422,997 | $164.0M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.4% | 415,208 | $161.0M |
| Earnest Partners LLC | 0.67% | Add +1.7% | 399,388 | $154.9M |
| King Luther Capital Management Corp. | 0.60% | Reduce -0.3% | 373,639 | $144.9M |
| Geode Capital Management, LLC | 0.01% | Add +0.7% | 356,579 | $138.3M |
| Impax Asset Management Group plc | 0.68% | Reduce -4.5% | 299,491 | $116.1M |
| FMR LLC | 0.01% | Reduce -30.2% | 293,809 | $113.9M |
| Bank of America Corp. | 0.01% | Add +0.0% | 291,997 | $113.2M |
| Sei Investments Co. | 0.12% | Add +3.1% | 290,948 | $112.8M |
| Segall Bryant & Hamill, LLC | 1.49% | Reduce -4.1% | 287,882 | $111.6M |
| Allianz Asset Management GmbH | 0.14% | Add +1.2% | 283,740 | $110.0M |
| AQR Capital Management | 0.07% | Add +118.8% | 282,610 | $108.9M |
| Brown Advisory Inc. | 0.14% | Reduce -26.9% | 273,534 | $106.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.2% | 254,533 | $98.7M |
| Vaughan Nelson Investment Management, L.P. | 0.89% | Add +35.1% | 253,735 | $98.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.9% | 243,705 | $94.5M |
| Copeland Capital Management, LLC | 1.79% | Reduce -4.2% | 222,154 | $86.1M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +48.7% | 218,840 | $84.9M |
| Greenhouse Funds LLLP | 3.00% | Reduce -1.4% | 199,446 | $77.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.7% | 198,942 | $77.1M |
| First Trust Advisors LP | 0.05% | Reduce -1.9% | 179,076 | $69.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.7% | 178,518 | $69.2M |
| Morgan Stanley | 0.00% | Reduce -8.1% | 172,348 | $66.8M |
| Royce & Associates LP | 0.66% | Add +5.2% | 171,503 | $66.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -1.0% | 161,150 | $62.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -20.5% | 158,753 | $61.6M |
| Victory Capital Management Inc. | 0.04% | Add +22.4% | 157,101 | $60.9M |
| Amundi | 0.02% | Add +49.7% | 154,629 | $60.0M |
| UBS Group AG | 0.01% | Add +54.4% | 138,812 | $53.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.08% | Add +1.4% | 133,505 | $51.8M |
| Storebrand Asset Management As | 0.12% | Reduce -9.5% | 119,520 | $46.3M |
| Boston Trust Walden Corp | 0.32% | Reduce -1.7% | 113,622 | $44.1M |
| American Century Companies Inc. | 0.02% | Add +23.9% | 113,589 | $44.0M |
| Natixis Advisors, LLC | 0.06% | Add +19.7% | 111,757 | $43.3M |
| Kennedy Capital Management LLC | 0.95% | Reduce -5.9% | 110,696 | $42.9M |
| Quantinno Capital Management LP | 0.11% | Add +17.5% | 105,922 | $41.1M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -13.0% | 102,101 | $39.6M |
| Schroder Investment Management Group | 0.03% | Add +882.8% | 98,962 | $37.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.8% | 80,825 | $31.3M |
| Congress Asset Management Co. | 0.19% | Add +13.3% | 74,828 | $29.0M |
| Gotham Asset Management | 0.12% | Reduce -2.6% | 69,392 | $26.9M |
| Gabelli Funds LLC | 0.17% | Reduce -3.4% | 64,477 | $25.0M |
| Panagora Asset Management Inc. | 0.10% | Add +182.2% | 64,282 | $24.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -35.5% | 64,157 | $24.9M |
| GAMCO Investors | 0.24% | Reduce -6.3% | 63,077 | $24.5M |
| Leeward Investments, LLC - MA | 1.17% | Reduce -2.2% | 59,271 | $23.0M |
| Cwm, LLC | 0.07% | Add +18.1% | 58,018 | $22.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.4% | 57,784 | $22.4M |
| Janus Henderson Group PLC | 0.01% | Add +554.3% | 56,914 | $22.1M |
| Clearbridge Investments, LLC | 0.02% | New | 56,635 | $22.0M |
| Nuveen, LLC | 0.01% | Reduce -7.2% | 54,559 | $21.2M |
| Trillium Asset Management, LLC | 0.55% | Reduce -1.4% | 53,869 | $20.9M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -0.7% | 53,652 | $20.8M |
| Rhumbline Advisers | 0.02% | Reduce -2.3% | 52,032 | $20.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.1% | 51,328 | $19.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -3.5% | 50,661 | $19.6M |
| Retirement Systems of Alabama | 0.07% | Reduce -11.7% | 50,569 | $19.6M |
| Nitorum Capital, L.P. | 3.37% | Reduce -1.3% | 49,490 | $19.2M |
| Duff & Phelps Investment Management Co. | 0.21% | Add +7.8% | 47,917 | $18.6M |
| Pioneer Trust Bank N A | 4.31% | Reduce -6.0% | 47,399 | $18.4M |
| Robeco Schweiz AG | 0.39% | Reduce -18.3% | 44,862 | $17.4M |
| Balyasny Asset Management L.P. | 0.04% | Add +15.6% | 44,648 | $17.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.6% | 44,282 | $17.2M |
| Legal & General Group Plc | 0.00% | Reduce -6.9% | 40,779 | $15.8M |
| Blair William & Co. | 0.04% | Reduce -11.8% | 39,860 | $15.5M |
| Avalon Trust Co | 1.00% | Reduce -0.9% | 39,710 | $15.4M |
| Caisse de depot et placement du Quebec | 0.03% | Add +74.5% | 39,021 | $15.1M |
| Swiss National Bank | 0.01% | Add +1.6% | 38,900 | $15.1M |
| California Public Employees Retirement System | 0.01% | Reduce -0.2% | 38,399 | $14.9M |
| Lazard Asset Management LLC | 0.02% | Add +387.9% | 37,977 | $14.7M |
| GMO | 0.04% | Add +11.5% | 37,860 | $14.7M |
| Oppenheimer & Co. Inc. | 0.18% | Reduce -0.4% | 37,525 | $14.5M |
| State of Wisconsin Investment Board | 0.03% | Reduce -2.4% | 36,589 | $14.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +1.7% | 35,840 | $13.9M |
| F&V Capital Management, LLC | 3.11% | Add +0.5% | 35,705 | $13.8M |
| D.A. Davidson & Co. | 0.09% | Reduce -0.3% | 34,319 | $13.3M |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 33,661 | $13.1M |
| Ceredex Value Advisors LLC | 0.30% | Reduce -1.3% | 33,350 | $12.9M |
| Pennant Investors, LP | 3.45% | Reduce -6.5% | 33,120 | $12.8M |
| Value Holdings Management Co. LLC | 2.05% | No change | 33,000 | $12.8M |
| Jupiter Asset Management Ltd. | 0.11% | Add +838.7% | 32,837 | $12.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.0% | 30,894 | $12.0M |
| Ieq Capital, LLC | 0.03% | Add +167.1% | 28,146 | $10.9M |
| J. Safra Sarasin Holding AG | 0.17% | No change | 27,586 | $10.7M |
| River Road Asset Management, LLC | 0.11% | Reduce -46.6% | 26,045 | $10.1M |
| UniSuper Management Pty Ltd | 0.06% | Reduce -10.2% | 25,847 | $10.0M |
| EDENTREE ASSET MANAGEMENT Ltd | 2.38% | Add +1.5% | 25,535 | $9.9M |
| Teacher Retirement System of Texas | 0.04% | Reduce -6.2% | 25,370 | $9.8M |
| Crawford Investment Counsel Inc. | 0.16% | Reduce -18.7% | 25,137 | $9.7M |
| Covea Finance | 0.34% | Add +35.0% | 25,100 | $9.7M |
| Raiffeisen Bank International AG | 0.13% | No change | 25,000 | $9.6M |
| WealthPlan Investment Management, LLC | 0.63% | Add +0.2% | 24,602 | $9.5M |
| Nordea Investment Management AB | 0.01% | Add +10.0% | 24,242 | $9.3M |
| Barclays PLC | 0.00% | Add +83.7% | 23,769 | $9.2M |
| De Lisle Partners LLP | 1.09% | Reduce -4.2% | 22,800 | $8.8M |
| Southernsun Asset Management, LLC | 1.14% | Reduce -4.6% | 22,770 | $8.8M |
| New York State Teachers Retirement System | 0.02% | No change | 22,540 | $8.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -67.2% | 22,536 | $8.7M |
| Millennium Management | 0.01% | Add +554.5% | 22,436 | $8.7M |
| Handelsbanken Fonder AB | 0.03% | Add +408.4% | 22,192 | $8.6M |
| Advisors Asset Management, Inc. | 0.14% | Add +2.1% | 21,936 | $8.5M |
| Renaissance Technologies | 0.01% | Add +1576.9% | 21,800 | $8.5M |
| Marshall Wace, LLP | 0.01% | Add +210.1% | 21,435 | $8.3M |
| Agf Management Ltd. | 0.04% | Add +53.9% | 21,380 | $8.3M |
| Castleark Management LLC | 0.21% | Reduce -23.1% | 19,126 | $7.4M |
| California State Teachers Retirement System | 0.01% | Add +1.6% | 18,944 | $7.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +14.9% | 17,792 | $6.9M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +19.2% | 17,619 | $6.8M |
| Jane Street Group, LLC | 0.01% | New | 17,199 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +2956.8% | 16,904 | $6.5M |
| Van Eck Associates Corp. | 0.01% | Add +2.3% | 16,756 | $6.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -2.8% | 16,314 | $6.3M |
| Moran Wealth Management, LLC | 0.19% | Reduce -5.8% | 16,181 | $6.3M |
| Martingale Asset Management L P | 0.15% | Add +57.6% | 15,721 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +17.8% | 15,483 | $6.0M |
| Nisa Investment Advisors, LLC | 0.02% | No change | 15,415 | $6.0M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 15,250 | $5.8M |
| Abacus FCF Advisors LLC | 0.75% | New | 14,516 | $5.6M |
| L. Roy Papp & Associates, LLP | 0.61% | Add +0.5% | 14,005 | $5.4M |
| Holocene Advisors, LP | 0.01% | Add +123.0% | 13,959 | $5.4M |
| CSM Advisors, LLC | 0.14% | Reduce -3.2% | 13,275 | $5.1M |
| Fca Corp. | 1.40% | Reduce -0.5% | 13,028 | $5.1M |
| KBC Group NV | 0.01% | No change | 12,538 | $4.9M |
| Hillsdale Investment Management Inc. | 0.14% | Add +27.2% | 12,155 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +7.3% | 12,154 | $4.7M |
| EFG Asset Management (North America) Corp. | 0.61% | Add +103.4% | 12,106 | $4.7M |
| Global Alpha Capital Management Ltd. | 0.27% | Add +28.7% | 12,098 | $4.7M |
| Capital Fund Management S.A. | 0.05% | New | 11,772 | $4.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -4.8% | 11,766 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 11,707 | $4.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.1% | 11,366 | $4.4M |
| Security National Bank | 0.67% | No change | 11,240 | $4.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 11,390 | $4.4M |
| OP Asset Management Ltd | 0.06% | Add +14.5% | 11,080 | $4.3M |
| Citigroup Inc. | 0.00% | Add +6.6% | 10,798 | $4.2M |
| Illinois Municipal Retirement Fund | 0.05% | Add +19.2% | 10,774 | $4.2M |
| Captrust Financial Advisors | 0.01% | Add +11.3% | 10,738 | $4.2M |
| Intech Investment Management LLC | 0.04% | Reduce -2.4% | 10,734 | $4.2M |
| Man Group plc | 0.01% | Add +65.2% | 10,646 | $4.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -37.7% | 10,490 | $4.1M |
| Fieldview Capital Management, LLC | 0.66% | Add +2.4% | 10,335 | $4.0M |
| MetLife Investment Management, LLC | 0.02% | Reduce -6.1% | 10,148 | $3.9M |
| Creative Planning | 0.00% | Add +20.1% | 10,118 | $3.9M |
| Cetera Investment Advisers | 0.00% | Add +19.3% | 10,022 | $3.9M |
| Arax Advisory Partners | 0.05% | Add +2195.8% | 9,872 | $3.8M |
| Seizert Capital Partners, LLC | 0.16% | Reduce -1.7% | 9,698 | $3.8M |
| Wedge Capital Management L L P | 0.06% | Reduce -8.3% | 9,612 | $3.7M |
| Vident Advisory, LLC | 0.04% | Add +18.1% | 9,601 | $3.7M |
| Comerica Bank | 0.01% | Reduce -5.3% | 9,526 | $3.7M |
| Hantz Financial Services, Inc. | 0.06% | Reduce -2.9% | 9,484 | $3.7M |
| Pier Capital, LLC | 0.57% | New | 9,461 | $3.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +4.8% | 9,349 | $3.6M |
| State of Tennessee, Department of Treasury | 0.01% | Add +2.3% | 9,228 | $3.6M |
| Amalgamated Bank | 0.03% | Reduce -1.5% | 9,179 | $3.6M |
| Clean Yield Group | 1.00% | Add +6.0% | 9,169 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -8.7% | 9,116 | $3.5M |
| BNP Paribas Financial Markets | 0.00% | Add +215.0% | 9,013 | $3.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -18.4% | 8,971 | $3.5M |
| Sandler Capital Management | 1.27% | Reduce -57.3% | 8,936 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +15.1% | 8,733 | $3.4M |
| Horizon Investments, LLC | 0.04% | Reduce -4.2% | 8,700 | $3.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +29.9% | 8,700 | $3.4M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 8,503 | $3.3M |
| Midwest Trust Co | 0.04% | Add +0.1% | 8,296 | $3.2M |
| Oliver Luxxe Assets LLC | 0.50% | Add +54.4% | 8,103 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -19.9% | 7,865 | $3.0M |
| Two Sigma Advisers, LP | 0.01% | Add +13.4% | 7,600 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.4% | 7,565 | $2.9M |
| Prudential Financial Inc. | 0.00% | Reduce -33.2% | 7,522 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +79.7% | 7,223 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.5% | 7,207 | $2.8M |
| Moody National Bank Trust Division | 0.23% | No change | 7,175 | $2.8M |
| Arjuna Capital | 0.68% | Add +90.7% | 7,073 | $2.7M |
| SMART Wealth LLC | 0.99% | Reduce -0.8% | 6,772 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -24.0% | 6,754 | $2.6M |
| Tidal Investments LLC | 0.01% | Add +1.0% | 6,511 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -5.7% | 6,468 | $2.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.2% | 6,400 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -8.2% | 6,240 | $2.4M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.5% | 6,223 | $2.4M |
| Canada Pension Plan Investment Board | 0.00% | Add +3000.0% | 6,200 | $2.4M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | No change | 6,190 | $2.4M |
| Silver Lake Advisory, LLC | 0.93% | Add +0.2% | 6,041 | $2.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +32.1% | 6,009 | $2.3M |
| Arizona State Retirement System | 0.01% | Add +1.4% | 5,939 | $2.3M |
| Prudential PLC | 0.02% | Add +28.7% | 5,841 | $2.3M |
| Concentric Capital Strategies, LP | 0.11% | New | 5,804 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.4% | 5,798 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +47.5% | 5,595 | $2.2M |
| Summit Trail Advisors, LLC | 0.03% | Add +16.8% | 5,681 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +139.4% | 5,636 | $2.2M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | No change | 5,225 | $2.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 5,514 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.8% | 5,500 | $2.1M |
| Mariner, LLC | 0.00% | Add +110.5% | 5,497 | $2.1M |
| Nabity-Jensen Investment Management Inc | 1.41% | No change | 5,251 | $2.0M |
| Ritholtz Wealth Management | 0.04% | Add +36.3% | 5,236 | $2.0M |
| Nicollet Investment Management, Inc. | 0.65% | Reduce -4.2% | 5,127 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.8% | 5,066 | $2.0M |
| Verity Asset Management, Inc. | 0.64% | Add +2.6% | 5,064 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +101.4% | 5,019 | $1.9M |
| LPL Financial LLC | 0.00% | Add +12.4% | 4,953 | $1.9M |
| Asset Management One Co., Ltd. | 0.01% | Add +441.2% | 4,941 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +87.3% | 4,892 | $1.9M |
| Synovus Financial Corp. | 0.02% | Reduce -8.5% | 4,825 | $1.9M |
| Shelton Capital Management | 0.04% | No change | 4,780 | $1.9M |
| Bridgewater Associates | 0.01% | Add +95.1% | 4,765 | $1.8M |
| State of Michigan Retirement System | 0.01% | Reduce -2.1% | 4,688 | $1.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -5.2% | 4,673 | $1.8M |
| Caprock Group, LLC | 0.04% | — | 4,803 | $1.8M |
| Tudor Investment Corporation | 0.01% | New | 4,511 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.4% | 4,474 | $1.7M |
| Fifth Third Bancorp | 0.01% | Reduce -5.5% | 4,403 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -1.8% | 4,400 | $1.7M |
| New Mexico Educational Retirement Board | 0.05% | No change | 4,400 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -2.3% | 4,348 | $1.7M |
| Bank of Montreal | 0.00% | Reduce -9.0% | 4,279 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.48% | New | 4,276 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Add +442.4% | 4,236 | $1.6M |
| Los Angeles Capital Management LLC | 0.01% | New | 4,172 | $1.6M |
| Diversify Wealth Management, LLC | 0.09% | Add +5.4% | 3,912 | $1.6M |
| Quadrature Capital Ltd | 0.02% | Reduce -31.9% | 4,086 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.7% | 3,993 | $1.5M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.10% | Reduce -13.4% | 3,933 | $1.5M |
| TBH Global Asset Management, LLC | 0.29% | Reduce -0.1% | 3,885 | $1.5M |
| Essex Investment Management Co. LLC | 0.23% | No change | 3,877 | $1.5M |
| Lecap Asset Management Ltd. | 0.52% | New | 3,860 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 3,859 | $1.5M |
| Inspire Investing, LLC | 0.14% | Add +212.0% | 3,803 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -5.1% | 3,700 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -0.3% | 3,591 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +119.0% | 3,592 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +21.7% | 3,563 | $1.4M |
| Curi Capital, LLC | 0.03% | No change | 3,556 | $1.4M |
| First National Bank of Omaha | 0.09% | No change | 3,550 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Add +97.7% | 3,404 | $1.3M |
| Summit Financial, LLC | 0.02% | Add +0.5% | 3,394 | $1.3M |
| Caitlin John, LLC | 0.90% | Add +1.4% | 3,325 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Add +8.5% | 3,080 | $1.2M |
| Alliance Wealth Advisors, LLC | 0.27% | Add +7.3% | 2,995 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Reduce -21.8% | 2,955 | $1.1M |
| Pinebridge Investments, L.P. | 0.01% | Add +2.4% | 2,952 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.4% | 2,898 | $1.1M |
| R Squared Ltd | 0.48% | New | 2,851 | $1.1M |
| Tradewinds Capital Management, LLC | 0.24% | No change | 2,800 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -12.6% | 2,766 | $1.1M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.16% | No change | 2,725 | $1.1M |
| Vestcor Inc | 0.03% | No change | 2,651 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Add +168.0% | 2,600 | $1.0M |
| Inscription Capital, LLC | 0.11% | Add +90.2% | 2,596 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.6% | 2,595 | $1.0M |
| Ethic Inc. | 0.02% | Reduce -8.5% | 2,567 | $995K |
| Chesapeake Capital Corp. | 0.88% | — | 2,535 | $983K |
| Voya Investment Management LLC | 0.00% | Reduce -19.1% | 2,523 | $978K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +58.8% | 2,479 | $961K |
| Engineers Gate Manager LP | 0.01% | Reduce -33.2% | 2,457 | $953K |
| Deutsche Bank AG | 0.00% | Add +12.7% | 2,407 | $933K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -23.1% | 2,403 | $932K |
| D.B. Root & Company, LLC | 0.24% | Reduce -10.6% | 2,401 | $931K |
| CX Institutional | 0.03% | Reduce -0.8% | 2,373 | $920K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 2,374 | $920K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.1% | 2,282 | $885K |
| Heritage Trust Co | 0.09% | No change | 2,259 | $876K |
| Alps Advisors Inc. | 0.00% | Reduce -8.5% | 2,256 | $875K |
| Bridges Investment Management Inc. | 0.01% | No change | 2,227 | $863K |
| Xponance LLC | 0.01% | Reduce -2.1% | 2,203 | $854K |
| Sherbrooke Park Advisers LLC | 0.39% | Add +17.5% | 2,173 | $843K |
| Hamel Associates, Inc. | 0.26% | No change | 2,165 | $839K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.3% | 2,159 | $837K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -7.5% | 2,116 | $820K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 2,070 | $803K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -1.2% | 2,033 | $788K |
| Farmers & Merchants Investments Inc. | 0.02% | Add +0.1% | 2,017 | $782K |
| Mariner Investment Group LLC | 0.30% | No change | 2,000 | $775K |
| Choreo, LLC | 0.01% | Add +7.0% | 1,977 | $768K |
| Boothbay Fund Management, LLC | 0.02% | New | 1,960 | $760K |
| Azzad Asset Management Inc. | 0.07% | New | 1,906 | $739K |
| Lanark Financial, Inc. | 0.06% | Add +0.6% | 1,904 | $738K |
| Entropy Technologies, LP | 0.06% | New | 1,900 | $737K |
| Quadrant Capital Group LLC | 0.02% | No change | 1,856 | $720K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -71.0% | 1,793 | $695K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +132.4% | 1,743 | $692K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.2% | 1,754 | $681K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 1,757 | $681K |
| Focus Partners Wealth | 0.00% | Add +65.4% | 1,737 | $673K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 1,735 | $673K |
| Edgestream Partners, L.P. | 0.02% | Reduce -88.4% | 1,709 | $663K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.2% | 1,692 | $656K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 1,661 | $644K |
| Bessemer Group Inc. | 0.00% | Reduce -13.1% | 1,660 | $644K |
| Summit Global Investments | 0.04% | Reduce -53.8% | 1,638 | $635K |
| Meeder Asset Management Inc. | 0.04% | No change | 1,634 | $634K |
| Dynamic Technology Lab Private Ltd | 0.11% | New | 1,630 | $632K |
| Blue Trust, Inc. | 0.01% | Add +9.1% | 1,611 | $625K |
| Syon Capital LLC | 0.03% | Add +15.4% | 1,562 | $606K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -38.1% | 1,558 | $604K |
| Diversify Advisory Services, LLC | 0.02% | Add +14.1% | 1,444 | $593K |
| Delta Asset Management LLC | 0.05% | No change | 1,522 | $590K |
| Chicago Partners Investment Group LLC | 0.02% | Add +24.9% | 1,410 | $589K |
| Securian Asset Management, Inc. | 0.02% | No change | 1,511 | $586K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 1,506 | $584K |
| Personal Cfo Solutions, LLC | 0.10% | Reduce -1.7% | 1,503 | $583K |
| Corient IA LP | 0.43% | No change | 1,500 | $582K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +2.4% | 1,467 | $569K |
| Ostrum Asset Management | 0.03% | New | 1,465 | $568K |
| Norden Group LLC | 0.06% | Reduce -7.1% | 1,459 | $566K |
| Versant Capital Management, Inc | 0.08% | Reduce -1.2% | 1,458 | $565K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +48.2% | 1,369 | $551K |
| Aviva PLC | 0.00% | Reduce -8.8% | 1,401 | $543K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -43.1% | 1,351 | $524K |
| Canton Hathaway, LLC | 0.10% | No change | 1,350 | $523K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 1,340 | $519K |
| Acadian Asset Management LLC | 0.00% | New | 1,330 | $515K |
| Portside Wealth Group, LLC | 0.07% | Add +5.5% | 1,310 | $508K |
| Aaron Wealth Advisors LLC | 0.03% | Add +56.1% | 1,297 | $503K |
| Shufro Rose & Co. LLC | 0.04% | No change | 1,300 | $494K |
| Wolverine Trading, LLC | 0.01% | New | 1,286 | $492K |
| Chesapeake Asset Management LLC | 0.43% | Add +191.6% | 1,254 | $487K |
| Brighton Jones LLC | 0.01% | New | 1,252 | $485K |
| Savvy Advisors, Inc. | 0.02% | Add +26.5% | 1,246 | $483K |
| Riverwater Partners LLC | 0.20% | New | 1,244 | $482K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,232 | $478K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -33.5% | 1,232 | $478K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -12.3% | 1,214 | $471K |
| Cullen Capital Management, LLC | 0.01% | No change | 1,168 | $453K |
| Merit Financial Group, LLC | 0.00% | Add +36.8% | 1,141 | $442K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,118 | $433K |
| Cornerstone Planning Group LLC | 0.07% | New | 14,606 | $432K |
| RHS Financial, LLC | 0.22% | Reduce -0.5% | 1,110 | $430K |
| Allen Capital Group, LLC | 0.04% | New | 1,106 | $429K |
| Caxton Associates LLP | 0.01% | Reduce -11.0% | 1,102 | $427K |
| First Nebraska Trust Co | 0.04% | No change | 1,100 | $427K |
| Welch Group, LLC | 0.02% | No change | 1,100 | $427K |
| &partners | 0.00% | Reduce -16.9% | 1,098 | $422K |
| Verition Fund Management LLC | 0.00% | Reduce -8.5% | 1,081 | $419K |
| MAI Capital Management | 0.00% | No change | 1,071 | $415K |
| Pinnacle Bancorp, Inc. | 0.12% | No change | 1,067 | $414K |
| Leuthold Group, LLC | 0.04% | Add +57.6% | 1,061 | $411K |
| Freestone Grove Partners LP | 0.00% | Reduce -75.3% | 1,059 | $411K |
| Kera Capital Partners, Inc. | 0.06% | Add +10.6% | 1,045 | $405K |
| Utah Retirement Systems | 0.00% | No change | 1,037 | $402K |
| Blue Capital, Inc. | 0.30% | No change | 1,036 | $402K |
| Transatlantique Private Wealth LLC | 0.13% | New | 1,029 | $399K |
| RWC Asset Management LLP | 0.02% | Reduce -2.6% | 1,027 | $398K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -3.3% | 1,023 | $397K |
| Washington Capital Management, Inc. | 0.28% | No change | 1,000 | $388K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -10.4% | 984 | $381K |
| Two Sigma Securities, LLC | 0.06% | New | 977 | $379K |
| Evergreen Capital Management LLC | 0.01% | Add +20.4% | 973 | $378K |
| HUB Investment Partners, LLC | 0.01% | New | 951 | $369K |
| Baker Avenue Asset Management, LP | 0.01% | Add +29.4% | 945 | $366K |
| Empowered Funds, LLC | 0.00% | Add +1.1% | 943 | $366K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -9.9% | 940 | $364K |
| Banque Cantonale Vaudoise | 0.01% | Add +0.8% | 937 | $363K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +20.6% | 935 | $362K |
| Convergence Investment Partners, LLC | 0.08% | New | 932 | $361K |
| Maryland State Retirement & Pension System | 0.01% | No change | 930 | $361K |
| ProShare Advisors LLC | 0.00% | Reduce -9.4% | 928 | $360K |
| Polymer Capital Management (US) LLC | 0.05% | Reduce -29.4% | 925 | $359K |
| Swiss Life Asset Management Ltd | 0.00% | New | 921 | $357K |
| Morey & Quinn Wealth Partners, LLC | 0.26% | No change | 920 | $357K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +75.3% | 908 | $352K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.9% | 902 | $350K |
| Carnegie Lake Advisors LLC | 0.13% | No change | 900 | $349K |
| Gitterman Wealth Management, LLC | 0.08% | Add +124.8% | 888 | $345K |
| ELCO Management Co., LLC | 0.18% | Reduce -11.0% | 888 | $344K |
| Pallas Capital Advisors LLC | 0.01% | Add +43.8% | 887 | $344K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 885 | $343K |
| NorthRock Partners, LLC | 0.01% | Add +20.3% | 849 | $329K |
| EntryPoint Capital, LLC | 0.12% | New | 818 | $317K |
| MQS Management LLC | 0.18% | New | 817 | $317K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 814 | $316K |
| Impact Partnership Wealth, LLC | 0.05% | New | 807 | $313K |
| Cambria Investment Management, L.P. | 0.02% | No change | 797 | $309K |
| Hiley Hunt Wealth Management | 0.14% | Add +0.1% | 784 | $304K |
| IFP Advisors, Inc | 0.01% | Reduce -23.0% | 771 | $299K |
| Essential Partners LLC | 0.10% | Add +23.7% | 762 | $295K |
| BSW Wealth Partners | 0.04% | No change | 750 | $291K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 741 | $287K |
| Krilogy Financial LLC | 0.01% | New | 674 | $276K |
| Forum Financial Management, LP | 0.00% | No change | 694 | $269K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.1% | 693 | $269K |
| Coldstream Capital Management Inc. | 0.00% | Add +2.2% | 687 | $266K |
| MML Investors Services, LLC | 0.00% | Reduce -1.9% | 668 | $259K |
| Cresset Asset Management, LLC | 0.00% | Add +6.9% | 664 | $258K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 1,073 | $258K |
| Stonegate Investment Group, LLC | 0.01% | No change | 663 | $257K |
| Certuity, LLC | 0.02% | New | 650 | $252K |
| CIBC Asset Management Inc | 0.00% | No change | 648 | $251K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.4% | 643 | $249K |
| Wbi Investments, LLC | 0.06% | New | 639 | $248K |
| Gibbs Wealth Management | 0.06% | Reduce -23.8% | 635 | $246K |
| Hilltop Holdings Inc. | 0.01% | New | 631 | $245K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -26.9% | 616 | $239K |
| Lincoln Capital LLC | 0.04% | New | 600 | $237K |
| LSV Asset Management | 0.00% | New | 600 | $233K |
| M&T Bank Corp | 0.00% | Reduce -25.6% | 598 | $231K |
| Pittenger & Anderson Inc. | 0.01% | New | 592 | $230K |
| New England Research & Management, Inc. | 0.10% | New | 575 | $223K |
| Sendero Wealth Management, LLC | 0.03% | New | 570 | $221K |
| Wedmont Private Capital | 0.01% | New | 551 | $219K |
| Balefire, LLC | 0.04% | New | 564 | $219K |
| Truist Financial Corp. | 0.00% | New | 558 | $216K |
| Knollwood Investment Advisory, LLC | 0.02% | New | 556 | $216K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 550 | $213K |
| Zacks Investment Management | 0.00% | New | 549 | $213K |
| Ballentine Partners, LLC | 0.00% | New | 548 | $212K |
| HB Wealth Management, LLC | 0.00% | New | 540 | $209K |
| FourThought Financial Partners, LLC | 0.02% | New | 531 | $206K |
| Argent Trust Co | 0.01% | New | 525 | $204K |
| AXA Investment Managers S.A. | 0.00% | — | 525 | $204K |
| Waverly Advisors, LLC | 0.00% | New | 524 | $203K |
| Principal Securities, Inc. | 0.00% | Reduce -11.1% | 504 | $195K |
| AlphaQuest LLC | 0.01% | Reduce -76.1% | 499 | $193K |
| STRS Ohio | 0.00% | Reduce -90.9% | 474 | $184K |
| Rothschild Investment LLC | 0.01% | New | 423 | $164K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +54.4% | 420 | $163K |
| Harvest Fund Management Co., Ltd | 0.01% | No change | 526 | $161K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 400 | $155K |
| Walleye Trading LLC | 0.00% | Reduce -77.7% | 338 | $131K |
| Rockefeller Capital Management L.P. | 0.00% | New | 329 | $128K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +30.2% | 306 | $119K |
| Allworth Financial LP | 0.00% | Add +179.6% | 274 | $106K |
| Optimum Investment Advisors | 0.04% | No change | 251 | $97K |
| Pflug Koory, LLC | 0.04% | No change | 220 | $85K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +0.9% | 217 | $84K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 208 | $81K |
| Signaturefd, LLC | 0.00% | Reduce -4.2% | 206 | $80K |
| GAMMA Investing LLC | 0.00% | Add +21.7% | 202 | $78K |
| Danske Bank A/S | 0.00% | Reduce -9.9% | 200 | $78K |
| Clearstead Advisors, LLC | 0.00% | Reduce -41.4% | 197 | $76K |
| iSAM Funds (UK) Ltd | 0.02% | Reduce -85.2% | 193 | $75K |
| AdvisorNet Financial, Inc | 0.00% | No change | 184 | $71K |
| UMB Bank, n.a. | 0.00% | Add +1.1% | 184 | $71K |
| Smartleaf Asset Management LLC | 0.00% | Add +37.2% | 177 | $68K |
| Parallel Advisors, LLC | 0.00% | Add +5.3% | 159 | $62K |
| Webster Bank, N. A. | 0.01% | No change | 150 | $58K |
| Quent Capital, LLC | 0.00% | New | 148 | $57K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 136 | $53K |
| Sound Income Strategies, LLC | 0.00% | No change | 130 | $52K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -9.8% | 129 | $50K |
| Huntington National Bank | 0.00% | Add +48.2% | 126 | $49K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 126 | $49K |
| True Wealth Design, LLC | 0.01% | Add +254.3% | 124 | $48K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -3.9% | 123 | $48K |
| Natixis | 0.00% | Reduce -65.7% | 121 | $47K |
| Jones Financial Companies LLLP | 0.00% | Add +335.7% | 122 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -17.4% | 114 | $44K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.9% | 111 | $43K |
| CI Investments Inc. | 0.00% | Reduce -29.7% | 109 | $42K |
| Shell Asset Management Co. | 0.00% | Reduce -63.6% | 107 | $41K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +15.4% | 105 | $41K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -29.1% | 100 | $39K |
| Farther Finance Advisors, LLC | 0.00% | Add +357.1% | 96 | $37K |
| Abich Financial Wealth Management LLC | 0.01% | — | 92 | $36K |
| Wealthspire Advisors, LLC | 0.00% | New | 87 | $34K |
| Binnacle Investments Inc | 0.02% | Add +23.2% | 85 | $33K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 83 | $32K |
| First Horizon Corp. | 0.00% | — | 75 | $29K |
| Covestor Ltd | 0.01% | Reduce -40.9% | 65 | $26K |
| Horizon Financial Services, LLC | 0.01% | No change | 65 | $25K |
| Community Bank, N.A. | 0.00% | New | 65 | $25K |
| Leonteq Securities AG | 0.00% | No change | 63 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.6% | 62 | $24K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -1.6% | 63 | $24K |
| Millstone Evans Group, LLC | 0.01% | No change | 60 | $23K |
| Root Financial Partners, LLC | 0.00% | New | 58 | $22K |
| Advisory Services Network, LLC | 0.00% | New | 57 | $22K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 57 | $22K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 54 | $21K |
| Rise Advisors, LLC | 0.01% | No change | 53 | $21K |
| YANKCOM Partnership | 0.01% | No change | 40 | $16K |
| Hemington Wealth Management | 0.00% | Add +11.4% | 39 | $15K |
| Ameriflex Group, Inc. | 0.01% | New | 38 | $15K |
| Kennebec Savings Bank | 0.01% | No change | 37 | $14K |
| Dakota Community Bank & Trust NA | 0.05% | New | 33 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -13.9% | 31 | $12K |
| WPG Advisers, LLC | 0.01% | No change | 26 | $10K |
| Smithfield Trust Co | 0.00% | No change | 26 | $10K |
| Assetmark, Inc. | 0.00% | Add +140.0% | 24 | $9K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -47.6% | 22 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 22 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 22 | $9K |
| Global Wealth Strategies & Associates | 0.00% | No change | 21 | $8K |
| SJS Investment Consulting Inc. | 0.00% | Add +566.7% | 20 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 18 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 18 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | New | 18 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -99.5% | 17 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 17 | $7K |
| St Germain D J Co. Inc. | 0.00% | No change | 17 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 14 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 14 | $5K |
| Dogwood Wealth Management LLC | 0.00% | No change | 13 | $5K |
| PFS Partners, LLC | 0.00% | No change | 11 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 11 | $4K |
| Johnson Financial Group, Inc. | 0.00% | New | 10 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 10 | $4K |
| Quarry LP | 0.00% | Reduce -52.6% | 9 | $3K |
| Trust Co. of Vermont | 0.00% | New | 9 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 9 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 8 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 8 | $3K |
| Montag A & Associates Inc. | 0.00% | Reduce -12.5% | 7 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +16.7% | 7 | $3K |
| Private Trust Co. NA | 0.00% | No change | 7 | $3K |
| Tortoise Investment Management, LLC | 0.00% | Add +75.0% | 7 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 6 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -83.3% | 6 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 6 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 5 | $2K |
| Sachetta, LLC | 0.00% | No change | 5 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Add +33.3% | 4 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 4 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 3 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 3 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 3 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 4 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 2 | $777 |
| Elevation Wealth Partners, LLC | 0.00% | New | 2 | $776 |
| Bell Investment Advisors, Inc | 0.00% | No change | 2 | $776 |
| SouthState Bank Corp | 0.00% | No change | 2 | $776 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $775 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 1 | $388 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $387 |
"% of holder's portfolio" is VMI's weight in each manager's 13F, not the share of Valmont Industries the manager owns.