Valmont IndustriesVMI

13F holders, Q1 2026 (March 31)
607holders +26
70new positions
43sold out
11famous investors
$399.24avg. 13F price*

At the end of Q1 2026, 607 institutions reported holding Valmont Industries (VMI) in their 13F filings, up 26 from Q4 2025. 70 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($755.9M), Vanguard Portfolio Management LLC ($344.9M) and Vanguard Capital Management LLC ($337.8M). 11 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 Jeremy Grantham (0.0% of GMO's portfolio).

Company
Valmont Industries
CUSIP
920253101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 389Q1 2024Q2 2024: 409Q2 2024Q3 2024: 439Q3 2024Q4 2024: 486Q4 2024Q1 2025: 502Q1 2025Q2 2025: 497Q2 2025Q3 2025: 532Q3 2025Q4 2025: 581Q4 2025Q1 2026: 607Q1 2026Q2 2026: 652Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions70$107.0M
Exits43$54.5M

All 13F filers, Q4 2025 → Q1 2026: 1,204,336 shares bought and 1,124,084 shares sold, net +80,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 607 holders

BlackRock, Inc. 0.01% Add +1.0% 1,891,672 $755.9M
Vanguard Portfolio Management LLC 0.02% — 863,266 $344.9M
Vanguard Capital Management LLC 0.01% — 845,434 $337.8M
Neuberger Berman Group LLC 0.20% Reduce -2.8% 655,802 $262.0M
State Street Corp. 0.01% Add +1.1% 645,591 $258.5M
Geode Capital Management, LLC 0.01% Add +18.0% 435,397 $174.0M
Invesco Ltd. 0.02% Add +17.6% 431,137 $172.3M
Franklin Resources Inc. 0.04% Add +0.2% 399,649 $159.7M
Dimensional Fund Advisors LP 0.03% Reduce -2.5% 389,496 $155.6M
Earnest Partners LLC 0.64% Reduce -2.4% 388,689 $155.3M
King Luther Capital Management Corp. 0.63% Reduce -2.9% 362,547 $144.9M
Sei Investments Co. 0.11% Reduce -1.8% 289,062 $115.5M
Bank of America Corp. 0.01% Reduce -4.1% 273,727 $109.4M
Charles Schwab Investment Management Inc. 0.02% Add +2.4% 255,049 $101.9M
Vaughan Nelson Investment Management, L.P. 1.01% Add +3.8% 252,605 $100.9M
Robert B. Daugherty Foundation 100.00% No change 250,000 $100.0M
Impax Asset Management Group plc 0.63% Reduce -12.9% 227,075 $90.7M
FMR LLC 0.00% Add +1.4% 226,903 $90.7M
Segall Bryant & Hamill, LLC 1.27% Reduce -20.5% 222,248 $88.8M
Greenhouse Funds LLLP 4.04% Add +4.4% 213,048 $85.1M
T. Rowe Price Investment Management, Inc. 0.06% Reduce -3.6% 210,119 $84.0M
Copeland Capital Management, LLC 1.83% Reduce -2.4% 205,483 $82.1M
AQR Capital Management 0.04% Reduce -23.6% 209,796 $82.1M
Northern Trust Corp. 0.01% Reduce -0.3% 187,508 $74.9M
JPMorgan Chase & Co. 0.00% Add +11.3% 182,145 $69.9M
Brown Advisory Inc. 0.11% Reduce -19.2% 170,195 $68.0M
Morgan Stanley 0.00% Add +5.3% 166,221 $66.4M
Ninety One UK Ltd 0.15% Reduce -1.4% 161,924 $64.7M
Quantinno Capital Management LP 0.11% Add +35.7% 160,180 $64.0M
Bank of New York Mellon Corp 0.01% Reduce -1.8% 153,379 $61.3M
First Trust Advisors LP 0.04% Reduce -9.4% 152,505 $60.9M
Victory Capital Management Inc. 0.04% Reduce -1.4% 150,199 $60.0M
T. Rowe Price Associates Inc. 0.01% Reduce -8.7% 147,148 $58.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Add +6.0% 145,100 $58.0M
Kennedy Capital Management LLC 1.22% Reduce -12.2% 143,754 $57.4M
Allianz Asset Management GmbH 0.06% Reduce -45.5% 139,268 $55.6M
Qube Research & Technologies Ltd 0.07% Add +107.2% 130,974 $52.3M
Janus Henderson Group PLC 0.02% Add +31.8% 125,830 $50.3M
Jane Street Group, LLC 0.05% Add +287.9% 124,667 $49.8M
Vanguard Fiduciary Trust Co. 0.01% — 121,144 $48.4M
Amundi 0.01% Reduce -5.3% 118,539 $47.4M
Royce & Associates LP 0.47% Reduce -24.3% 117,999 $47.1M
Natixis Advisors, LLC 0.06% Add +7.4% 112,471 $44.9M
Storebrand Asset Management As 0.13% Reduce -0.7% 110,458 $44.1M
American Century Companies Inc. 0.02% Reduce -8.3% 102,216 $40.8M
HighTower Advisors, LLC 0.04% Reduce -39.8% 94,259 $37.7M
Boston Trust Walden Corp 0.31% Reduce -12.4% 93,773 $37.5M
Schroder Investment Management Group 0.03% Add +3.7% 96,423 $37.0M
Goldman Sachs Group Inc. 0.00% Add +69.6% 91,034 $36.4M
Congress Asset Management Co. 0.26% Add +5.3% 89,884 $35.9M
Gotham Asset Management 0.08% Add +8.4% 69,318 $27.7M
Jones Financial Companies LLLP 0.01% Add +35400.5% 65,676 $25.7M
Caisse de depot et placement du Quebec 0.04% Add +28.8% 63,254 $25.3M
Arbejdsmarkedets Tillaegspension 0.62% Add +11.6% 62,714 $25.1M
Gabelli Funds LLC 0.17% Reduce -3.5% 61,381 $24.5M
Squarepoint Ops LLC 0.05% New 59,042 $23.6M
GAMCO Investors 0.23% Reduce -2.3% 57,990 $23.2M
Panagora Asset Management Inc. 0.09% Reduce -1.1% 57,451 $23.0M
Leeward Investments, LLC - MA 1.13% Reduce -1.8% 57,369 $22.9M
UBS Group AG 0.00% Reduce -44.8% 57,257 $22.9M
Cwm, LLC 0.06% Reduce -1.0% 55,926 $22.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.6% 54,326 $21.7M
Ameriprise Financial Inc. 0.01% Reduce -27.0% 53,740 $21.5M
Rhumbline Advisers 0.02% Add +2.1% 51,551 $20.6M
Clearbridge Investments, LLC 0.02% Reduce -0.9% 51,449 $20.6M
Retirement Systems of Alabama 0.07% Add +1.0% 50,856 $20.3M
Renaissance Technologies 0.03% Add +94.0% 50,360 $20.1M
Envestnet Asset Management Inc. 0.01% Add +2.7% 48,426 $19.3M
Point72 Asset Management 0.03% New 47,411 $18.9M
Principal Financial Group Inc. 0.01% Add +3.7% 44,416 $17.7M
Jupiter Asset Management Ltd. 0.09% Add +18.1% 44,241 $17.7M
Trillium Asset Management, LLC 0.58% Reduce -13.4% 42,864 $17.6M
Pioneer Trust Bank N A 4.20% Reduce -4.6% 43,288 $17.3M
Avalon Trust Co 1.10% Add +0.9% 39,939 $16.0M
California Public Employees Retirement System 0.01% Add +1.7% 39,250 $15.7M
OP Asset Management Ltd 0.16% Reduce -11.5% 38,948 $15.6M
Swiss National Bank 0.01% No change 38,900 $15.5M
GMO 0.04% Reduce -4.4% 37,442 $15.0M
State of Wisconsin Investment Board 0.03% Reduce -5.7% 37,426 $15.0M
Allspring Global Investments Holdings, LLC 0.03% Reduce -20.7% 36,721 $14.9M
Oppenheimer & Co. Inc. 0.18% Reduce -1.1% 36,895 $14.7M
Blair William & Co. 0.04% Reduce -7.0% 35,276 $14.1M
F&V Capital Management, LLC 2.95% Reduce -2.4% 34,937 $14.0M
Duff & Phelps Investment Management Co. 0.14% Reduce -26.3% 34,557 $13.8M
D.A. Davidson & Co. 0.08% Add +0.4% 33,770 $13.5M
Handelsbanken Fonder AB 0.04% Reduce -18.6% 33,487 $13.4M
Robeco Schweiz AG 0.28% Reduce -0.7% 33,240 $13.3M
Value Holdings Management Co. LLC 2.14% No change 33,000 $13.2M
Pennant Select, LLC 6.63% No change 33,000 $13.2M
Millennium Management 0.01% Add +186.1% 32,212 $12.9M
Alliancebernstein L.P. 0.00% Add +1.4% 31,466 $12.7M
Citadel Advisors 0.01% Add +149.7% 31,354 $12.5M
Nuveen, LLC 0.00% Add +3.5% 30,831 $12.3M
Pennant Investors, LP 3.32% Reduce -9.4% 30,000 $12.0M
Martingale Asset Management L P 0.29% Add +86.6% 29,379 $11.7M
Legal & General Group Plc 0.00% Reduce -11.6% 27,753 $11.1M
Treasurer of the State of North Carolina 0.03% Add +8.0% 26,833 $10.7M
UniSuper Management Pty Ltd 0.07% No change 25,847 $10.3M
Tidal Investments LLC 0.03% Add +202.2% 25,840 $10.3M
Crawford Investment Counsel Inc. 0.17% Reduce -1.1% 24,698 $9.9M
WealthPlan Investment Management, LLC 0.55% Add +0.4% 24,641 $9.8M
Nordea Investment Management AB 0.01% Add +2.9% 25,036 $9.7M
Ieq Capital, LLC 0.04% Reduce -15.2% 24,272 $9.7M
Advisors Asset Management, Inc. 0.16% Add +4.4% 24,150 $9.6M
Corient Private Wealth LP 0.01% Add +519.2% 24,156 $9.6M
Edgestream Partners, L.P. 0.31% Add +12.8% 23,624 $9.4M
Royal Bank of Canada 0.00% Reduce -11.0% 23,226 $9.3M
California State Teachers Retirement System 0.01% Add +22.8% 23,214 $9.3M
Ninety One North America, Inc. 0.41% Reduce -0.6% 23,084 $9.2M
De Lisle Partners LLP 1.09% No change 22,800 $9.1M
J. Safra Sarasin Holding AG 0.15% Reduce -9.5% 22,163 $8.8M
Marshall Wace, LLP 0.01% Add +150.0% 22,101 $8.8M
New York State Teachers Retirement System 0.02% Reduce -2.8% 22,006 $8.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -43.1% 21,885 $8.7M
Covea Finance 0.30% Reduce -15.1% 21,300 $8.5M
Agf Management Ltd. 0.04% Reduce -2.5% 19,960 $8.0M
D. E. Shaw & Co. 0.01% Add +11.0% 19,955 $8.0M
Quantbot Technologies LP 0.32% New 19,650 $7.9M
Montanaro Asset Management Ltd 2.32% New 19,400 $7.8M
Raiffeisen Bank International AG 0.11% No change 20,000 $7.7M
Captrust Financial Advisors 0.01% Add +64.8% 19,050 $7.6M
Teacher Retirement System of Texas 0.03% Reduce -6.9% 18,952 $7.6M
Pier Capital, LLC 1.23% Reduce -1.7% 18,695 $7.5M
Osaic Holdings, Inc. 0.01% Add +1.9% 18,667 $7.5M
EDENTREE ASSET MANAGEMENT Ltd 2.21% No change 18,360 $7.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 18,342 $7.3M
Vontobel Holding Ltd. 0.02% Add +604.9% 18,031 $7.2M
Scopus Asset Management, L.P. 0.22% Add +67.3% 17,485 $7.0M
Van Eck Associates Corp. 0.01% Add +3.7% 16,631 $6.6M
Southernsun Asset Management, LLC 0.96% Reduce -17.9% 16,597 $6.6M
Mariner, LLC 0.01% Add +155.6% 16,578 $6.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -4.7% 16,533 $6.6M
Nitorum Capital, L.P. 5.72% Reduce -69.8% 16,305 $6.5M
Y-Intercept (Hong Kong) Ltd 0.12% Add +671.0% 15,959 $6.4M
Raymond James Financial Inc. 0.00% Add +1.0% 15,360 $6.1M
CSM Advisors, LLC 0.15% Add +9.8% 15,334 $6.1M
DekaBank Deutsche Girozentrale 0.01% No change 15,250 $6.1M
L. Roy Papp & Associates, LLP 0.69% Add +3.1% 14,951 $6.0M
Man Group plc 0.01% Add +3.8% 14,888 $5.9M
State Board of Administration of Florida Retirement System 0.01% Reduce -9.2% 14,809 $5.9M
Fifth Third Bancorp 0.01% Add +271.5% 14,729 $5.9M
Moran Wealth Management, LLC 0.18% Reduce -2.3% 14,493 $5.8M
Capital Fund Management S.A. 0.05% New 14,302 $5.7M
Nisa Investment Advisors, LLC 0.02% Reduce -12.3% 13,525 $5.4M
Wells Fargo & Company 0.00% Add +3.1% 13,378 $5.3M
Danske Bank A/S 0.01% Reduce -3.6% 12,669 $5.1M
Tudor Investment Corporation 0.03% New 12,531 $5.0M
Illinois Municipal Retirement Fund 0.06% Reduce -3.0% 12,355 $4.9M
Fca Corp. 1.39% Add +1.8% 12,309 $4.9M
Creative Planning 0.00% Add +6.2% 12,009 $4.8M
CANADA LIFE ASSURANCE Co 0.01% Add +0.6% 11,965 $4.8M
Voloridge Investment Management, LLC 0.02% New 11,925 $4.8M
Hillsdale Investment Management Inc. 0.13% Add +4.2% 11,900 $4.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +32.4% 11,720 $4.7M
Quadrature Capital Ltd 0.06% Add +94.5% 11,637 $4.6M
Leuthold Group, LLC 0.49% Add +1.1% 11,620 $4.6M
Stifel Financial Corp. 0.00% Reduce -0.2% 11,617 $4.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +46.8% 11,544 $4.6M
ExodusPoint Capital Management, LP 0.05% Add +16.8% 11,526 $4.6M
Russell Investments Group, Ltd. 0.00% Reduce -11.4% 11,257 $4.5M
Security National Bank 0.65% Reduce -0.6% 11,178 $4.5M
New York State Common Retirement Fund 0.01% No change 10,866 $4.3M
KBC Group NV 0.01% Add +41.9% 10,696 $4.3M
Cetera Investment Advisers 0.00% Add +4.8% 10,369 $4.1M
Entropy Technologies, LP 0.19% Add +94.9% 10,368 $4.1M
Seizert Capital Partners, LLC 0.19% Add +0.6% 10,091 $4.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +12.8% 9,908 $4.0M
Clean Yield Group 1.10% Add +2.3% 9,766 $3.9M
EFG International AG 0.08% Reduce -17.3% 9,759 $3.9M
MetLife Investment Management, LLC 0.02% Add +0.7% 9,688 $3.9M
Congruence Capital, LLC 1.30% Reduce -74.1% 9,678 $3.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +407.6% 9,522 $3.8M
Balyasny Asset Management L.P. 0.01% Reduce -79.7% 9,487 $3.8M
HSBC Holdings PLC 0.00% Add +112.5% 9,497 $3.8M
Amalgamated Bank 0.03% Add +4.8% 9,272 $3.7M
Barclays PLC 0.00% Reduce -37.4% 9,129 $3.6M
Canada Pension Plan Investment Board 0.00% Add +11.8% 9,120 $3.6M
Oak Thistle LLC 0.35% Add +264.5% 9,032 $3.6M
Holocene Advisors, LP 0.01% Add +3.2% 8,856 $3.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 8,700 $3.5M
Police & Firemen's Retirement System of New Jersey 0.03% Add +0.7% 8,502 $3.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% No change 8,500 $3.4M
Global Alpha Capital Management Ltd. 0.20% Reduce -30.6% 8,365 $3.3M
US Bancorp \de 0.00% Reduce -1.2% 8,361 $3.3M
Midwest Trust Co 0.04% Add +1.5% 8,344 $3.3M
O'shaughnessy Asset Management, LLC 0.02% Reduce -54.5% 8,239 $3.3M
State of Tennessee, Department of Treasury 0.01% Reduce -7.9% 8,201 $3.3M
Intech Investment Management LLC 0.03% Reduce -30.0% 8,119 $3.2M
Wedge Capital Management L L P 0.06% Reduce -5.3% 8,001 $3.2M
Vanguard Global Advisers, LLC 0.00% — 7,989 $3.2M
Thrivent Financial for Lutherans 0.01% Add +10.1% 7,863 $3.1M
Oliver Luxxe Assets LLC 0.47% Reduce -3.0% 7,858 $3.1M
Two Sigma Investments, LP 0.00% New 7,640 $3.1M
Diversify Wealth Management, LLC 0.05% Add +47.5% 6,179 $3.0M
Bridgewater Associates 0.01% Reduce -25.8% 7,595 $3.0M
Mutual of America Capital Management LLC 0.03% Reduce -7.9% 7,549 $3.0M
Engineers Gate Manager LP 0.04% New 7,286 $2.9M
Arjuna Capital 0.73% Add +1.3% 7,208 $2.9M
Schonfeld Strategic Advisors LLC 0.02% Add +442.7% 7,185 $2.9M
Hantz Financial Services, Inc. 0.04% Reduce -8.8% 7,156 $2.9M
Acadian Asset Management LLC 0.00% Add +435.0% 7,116 $2.8M
Public Employees Retirement System of Ohio 0.01% Reduce -2.1% 7,035 $2.8M
Focus Partners Wealth 0.00% Add +13.2% 6,860 $2.8M
Lazard Asset Management LLC 0.00% Reduce -84.3% 6,822 $2.7M
Cerity Partners LLC 0.00% Reduce -5.3% 6,772 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% No change 6,754 $2.7M
Mercer Global Advisors Inc. 0.00% Add +22.1% 6,700 $2.7M
Twinbeech Capital LP 0.27% New 6,525 $2.6M
Cannell & Spears LLC 0.05% Reduce -1.4% 6,500 $2.6M
Summit Trail Advisors, LLC 0.04% Add +16.2% 6,452 $2.6M
Moody National Bank Trust Division 0.24% Reduce -12.1% 6,306 $2.5M
Citigroup Inc. 0.00% Add +38.4% 6,305 $2.5M
Magnetar Financial LLC 0.03% Add +284.8% 6,246 $2.5M
Carmel Capital Partners, LLC 0.90% Add +7.5% 6,234 $2.5M
Defiance ETFs, LLC 0.04% New 6,219 $2.5M
State of New Jersey Common Pension Fund D 0.01% No change 6,207 $2.5M
Aptus Capital Advisors, LLC 0.02% No change 6,144 $2.5M
Guardian Wealth Advisors, LLC / NC 0.15% No change 6,089 $2.4M
LPL Financial LLC 0.00% Add +14.6% 6,039 $2.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +30.9% 7,733 $2.4M
Yousif Capital Management, LLC 0.03% Reduce -4.9% 5,872 $2.3M
Silver Lake Advisory, LLC 0.92% Reduce -3.3% 5,820 $2.3M
Sterling Capital Management LLC 0.04% Reduce -2.1% 5,797 $2.3M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -26.4% 5,713 $2.3M
Louisiana State Employees Retirement System 0.04% Add +3.6% 5,700 $2.3M
SummitTX Capital, L.P. 0.07% Add +95.8% 5,554 $2.2M
KLP Kapitalforvaltning As 0.01% Add +2.3% 5,460 $2.2M
Riverwater Partners LLC 0.73% Add +48.6% 5,462 $2.2M
Prudential Financial Inc. 0.00% Reduce -17.9% 5,426 $2.2M
Arizona State Retirement System 0.01% Reduce -1.3% 5,416 $2.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 4,930 $2.1M
Verity Asset Management, Inc. 0.87% Add +2.0% 5,171 $2.1M
Dark Forest Capital Management LP 0.18% Add +185.4% 5,160 $2.1M
Worldquant Millennium Advisors LLC 0.01% Add +351.6% 5,126 $2.0M
Robeco Institutional Asset Management B.V. 0.00% Reduce -9.1% 5,057 $2.0M
SMART Wealth LLC 0.59% Reduce -5.5% 5,050 $2.0M
Nicollet Investment Management, Inc. 0.68% Reduce -3.8% 4,975 $2.0M
Caprock Group, LLC 0.05% Add +18.7% 4,948 $2.0M
Nabity-Jensen Investment Management Inc 1.37% Reduce -3.1% 4,939 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 4,936 $2.0M
Inspire Investing, LLC 0.11% Reduce -30.1% 4,907 $2.0M
Horizon Investments, LLC 0.02% Reduce -43.6% 4,835 $1.9M
State of Michigan Retirement System 0.01% Add +2.1% 4,788 $1.9M
Vanguard Investments Australia, Ltd. 0.01% — 4,778 $1.9M
Shelton Capital Management 0.04% No change 4,728 $1.9M
Ritholtz Wealth Management 0.03% Reduce -20.6% 4,602 $1.8M
Prudential PLC 0.01% Reduce -21.6% 4,582 $1.8M
Pinnacle Financial Partners, Inc. 0.01% Reduce -14.3% 4,512 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -1.9% 4,505 $1.8M
Pathstone Holdings, LLC 0.01% Reduce -20.4% 4,420 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 4,413 $1.8M
Callan Family Office, LLC 0.04% Reduce -5.6% 4,409 $1.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.06% Reduce -0.7% 4,407 $1.8M
New Mexico Educational Retirement Board 0.05% No change 4,400 $1.8M
Nia Impact Advisors, LLC 0.78% New 4,388 $1.8M
Axon Capital LP 3.36% Reduce -77.2% 4,300 $1.7M
Bank of Montreal 0.00% Reduce -8.8% 4,272 $1.7M
Los Angeles Capital Management LLC 0.01% No change 4,172 $1.7M
Vest Financial, LLC 0.02% Add +10.9% 4,144 $1.7M
Picton Mahoney Asset Management 0.02% New 4,119 $1.6M
Deutsche Bank AG 0.00% Add +30.9% 4,108 $1.6M
Natixis 0.01% Reduce -28.0% 4,074 $1.6M
Jackson Creek Investment Advisors LLC 0.47% Reduce -4.3% 4,005 $1.6M
Oregon Public Employees Retirement Fund 0.02% Add +1.6% 3,929 $1.6M
Perigon Wealth Management, LLC 0.03% Reduce -9.9% 3,872 $1.5M
Dynamic Technology Lab Private Ltd 0.25% New 3,840 $1.5M
Credit Agricole S A 0.01% No change 3,808 $1.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -11.6% 3,800 $1.5M
TBH Global Asset Management, LLC 0.30% Reduce -1.3% 3,737 $1.5M
Oppenheimer Asset Management Inc. 0.02% Reduce -5.6% 3,690 $1.5M
Ameritas Investment Partners, Inc. 0.04% Add +0.5% 3,629 $1.5M
Freestone Grove Partners LP 0.01% Add +502.2% 3,619 $1.4M
Curi Capital, LLC 0.03% Reduce -0.1% 3,571 $1.4M
BNP Paribas Financial Markets 0.00% Add +9.5% 3,477 $1.4M
Brevan Howard Capital Management LP 0.01% New 3,455 $1.4M
Summit Financial, LLC 0.02% Reduce -0.7% 3,431 $1.4M
Aquatic Capital Management LLC 0.04% Add +29.0% 3,204 $1.3M
Alps Advisors Inc. 0.01% Add +19.7% 3,203 $1.3M
Inscription Capital, LLC 0.13% Add +2.6% 3,203 $1.3M
Pictet Asset Management Holding SA 0.00% Add +8.1% 3,127 $1.2M
Patriot Financial Group Insurance Agency, LLC 0.07% Add +22.2% 3,030 $1.2M
SG Americas Securities, LLC 0.00% Reduce -4.9% 3,004 $1.2M
Ethic Inc. 0.02% Add +5.2% 2,989 $1.2M
Allen Mooney & Barnes Investment Advisors LLC 0.17% Add +7.4% 2,923 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Reduce -17.6% 2,894 $1.2M
Baird Financial Group, Inc. 0.00% No change 2,836 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +376.1% 2,814 $1.1M
New York Life Investment Management LLC 0.01% Add +52.2% 2,802 $1.1M
Tradewinds Capital Management, LLC 0.22% No change 2,800 $1.1M
Essex Investment Management Co. LLC 0.18% Reduce -27.9% 2,794 $1.1M
Meeder Asset Management Inc. 0.06% Add +47.5% 2,793 $1.1M
Pacer Advisors, Inc. 0.00% Add +17.2% 2,769 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Add +16.5% 2,682 $1.1M
Vestcor Inc 0.03% No change 2,651 $1.1M
Chesapeake Capital Corp. 0.73% No change 2,535 $1.0M
&partners 0.00% Add +121.7% 2,392 $1.0M
Harbor Capital Advisors, Inc. 0.08% Add +44.4% 2,473 $988K
Federation des caisses Desjardins du Quebec 0.00% Reduce -8.5% 2,438 $974K
First National Bank of Omaha 0.03% Reduce -4.8% 2,380 $951K
Voya Investment Management LLC 0.00% Reduce -3.1% 2,357 $942K
Xponance LLC 0.01% Add +29.9% 2,351 $939K
Bristlecone Value Partners, LLC 0.81% New 2,291 $915K
CX Institutional 0.03% Reduce -3.3% 2,256 $902K
Heritage Trust Co 0.09% No change 2,247 $898K
First Manhattan Co. Llc. 0.00% No change 2,229 $892K
Chicago Partners Investment Group LLC 0.02% Add +24.8% 1,877 $876K
Ensign Peak Advisors, Inc 0.00% Reduce -18.3% 2,187 $874K
Sandler Capital Management 0.58% Reduce -47.0% 2,144 $857K
Venturi Wealth Management, LLC 0.04% Add +14.0% 2,112 $844K
HUB Investment Partners, LLC 0.02% Add +118.4% 2,090 $835K
Avidian Wealth Enterprises, LLC 0.03% Reduce -1.9% 2,065 $825K
Inceptionr LLC 0.20% New 2,043 $816K
Public Employees Retirement Association of Colorado 0.00% No change 2,033 $812K
Union Bancaire Privee, UBP SA 0.01% Add +47.3% 2,069 $811K
Fox Run Management, L.L.C. 0.14% Reduce -18.9% 2,057 $790K
State of Alaska, Department of Revenue 0.01% No change 1,974 $788K
Ostrum Asset Management 0.04% Add +17.5% 1,945 $777K
CenterBook Partners LP 0.04% New 1,943 $776K
Federated Hermes, Inc. 0.00% Reduce -22.1% 1,901 $760K
Choreo, LLC 0.01% Add +0.2% 1,888 $756K
Versant Capital Management, Inc 0.07% Add +23.7% 1,889 $755K
Gibbs Wealth Management 0.10% Add +186.6% 1,880 $751K
Quadrant Capital Group LLC 0.02% Add +0.4% 1,879 $751K
Azzad Asset Management Inc. 0.08% Reduce -1.6% 1,870 $747K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -20.9% 1,869 $747K
Atria Investments, Inc 0.01% Reduce -46.6% 1,844 $737K
Syon Capital LLC 0.04% Add +8.9% 1,834 $733K
NorthCrest Asset Manangement, LLC 0.02% Add +2.4% 1,791 $722K
D.B. Root & Company, LLC 0.17% Reduce -2.7% 1,803 $720K
Brooklyn Investment Group 0.02% Add +52.1% 1,775 $709K
Shay Capital LLC 0.10% Add +34.6% 1,750 $699K
Swiss Life Asset Management Ltd 0.00% Add +14.8% 1,741 $696K
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 1,722 $688K
Bridges Investment Management Inc. 0.01% Reduce -23.3% 1,709 $683K
Orion Porfolio Solutions, LLC 0.01% Add +4.1% 1,700 $679K
Silvercrest Asset Management Group LLC 0.00% Add +12.3% 1,680 $671K
Gladstone Institutional Advisory LLC 0.02% No change 1,661 $664K
Beacon Pointe Advisors, LLC 0.00% New 1,651 $660K
Alliance Wealth Advisors, LLC 0.14% Reduce -24.6% 1,649 $659K
Sanctuary Advisors, LLC 0.00% Reduce -38.1% 1,641 $656K
Blue Trust, Inc. 0.01% Add +2.9% 1,624 $649K
MQS Management LLC 0.42% Add +54.1% 1,573 $629K
Vident Advisory, LLC 0.01% Reduce -84.0% 1,564 $625K
Mackenzie Financial Corp. 0.00% New 1,548 $619K
Bessemer Group Inc. 0.00% Reduce -0.1% 1,534 $613K
Delta Asset Management LLC 0.06% No change 1,522 $608K
Boothbay Fund Management, LLC 0.01% Add +66.0% 1,521 $608K
Lecap Asset Management Ltd. 0.23% Reduce -33.0% 1,511 $604K
Portside Wealth Group, LLC 0.08% Add +3.4% 1,505 $601K
HRT Financial LP 0.00% New 1,506 $601K
Empowered Funds, LLC 0.00% New 1,479 $591K
Savvy Advisors, Inc. 0.02% Add +12.2% 1,476 $590K
Brighton Jones LLC 0.01% New 1,464 $585K
Merit Financial Group, LLC 0.00% Add +0.2% 1,445 $577K
Securian Asset Management, Inc. 0.02% No change 1,436 $574K
Kera Capital Partners, Inc. 0.07% Add +4.3% 1,435 $573K
Jefferies Financial Group Inc. 0.01% Reduce -41.7% 1,400 $559K
Dakota Wealth Management 0.01% Reduce -3.2% 1,399 $559K
Aviva PLC 0.00% Reduce -4.0% 1,394 $557K
Banque Cantonale Vaudoise 0.02% Add +105.3% 1,386 $554K
Lanark Financial, Inc. 0.04% Reduce -19.0% 1,386 $554K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -9.2% 1,374 $549K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 1,361 $544K
Crossmark Global Holdings, Inc. 0.01% Add +24.4% 1,347 $538K
Aaron Wealth Advisors LLC 0.03% Reduce -1.6% 1,321 $528K
Hamel Associates, Inc. 0.15% No change 1,320 $527K
Blueshift Asset Management, LLC 0.15% New 1,275 $509K
AlphaGrep UK Ltd 0.15% Add +111.8% 1,273 $509K
Janney Montgomery Scott LLC 0.00% Reduce -20.0% 1,249 $499K
Personal Cfo Solutions, LLC 0.07% Reduce -10.3% 1,243 $497K
Capstone Investment Advisors, LLC 0.01% Add +107.3% 1,244 $497K
Snowden Capital Advisors LLC 0.01% Reduce -20.8% 1,241 $497K
Pinebridge Investments LLC 0.00% Reduce -25.5% 1,234 $493K
Sequoia Financial Advisors, LLC 0.00% Reduce -18.5% 1,228 $491K
Corient IA LP 0.46% Reduce -18.7% 1,220 $487K
Evergreen Capital Management LLC 0.01% Add +10.8% 1,199 $480K
Horizon Kinetics Asset Management LLC 0.01% Reduce -7.7% 1,201 $480K
Shufro Rose & Co. LLC 0.03% No change 1,200 $479K
Chesapeake Asset Management LLC 0.38% Reduce -25.1% 1,186 $474K
Baker Avenue Asset Management, LP 0.01% Add +17.8% 1,183 $473K
Norden Group LLC 0.04% Reduce -15.2% 1,170 $468K
ProShare Advisors LLC 0.00% Add +4.6% 1,135 $454K
Pittenger & Anderson Inc. 0.02% No change 1,123 $449K
Caitong International Asset Management Co., Ltd 0.08% Add +1574.6% 1,122 $448K
EP Wealth Advisors, LLC 0.00% Add +15.4% 1,108 $443K
Allen Capital Group, LLC 0.04% Reduce -2.1% 1,106 $442K
First Nebraska Trust Co 0.04% No change 1,100 $440K
Welch Group, LLC 0.02% No change 1,100 $440K
MAI Capital Management 0.00% Add +3.7% 1,099 $439K
Steward Partners Investment Advisory, LLC 0.00% Add +8.0% 1,085 $434K
DNB Asset Management AS 0.00% New 1,070 $428K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -2.8% 1,069 $427K
Quantum Portfolio Management LLC 0.18% New 1,049 $419K
Utah Retirement Systems 0.00% No change 1,037 $414K
Blue Capital, Inc. 0.27% No change 1,036 $414K
Pinnacle Bancorp, Inc. 0.12% Reduce -1.0% 1,007 $402K
K.J. Harrison & Partners Inc 0.07% No change 1,000 $400K
Certuity, LLC 0.03% Add +52.9% 997 $398K
Beverly Hills Private Wealth, LLC 0.07% Reduce -3.0% 987 $394K
Banque Transatlantique SA 0.01% New 962 $384K
R Squared Ltd 0.21% Reduce -10.8% 945 $378K
RWC Asset Management LLP 0.02% No change 931 $372K
Maryland State Retirement & Pension System 0.01% No change 930 $372K
Tower Research Capital LLC (TRC) 0.01% Reduce -36.1% 925 $370K
Cyndeo Wealth Partners, LLC 0.02% Add +4.2% 922 $368K
Morey & Quinn Wealth Partners, LLC 0.26% No change 920 $368K
Carnegie Lake Advisors LLC 0.14% No change 900 $360K
Sagespring Wealth Partners, LLC 0.01% Reduce -20.0% 887 $354K
RHS Financial, LLC 0.17% Reduce -10.8% 880 $352K
Virtu Financial LLC 0.01% Reduce -28.0% 873 $349K
DGS Capital Management, LLC 0.06% Add +37.7% 873 $349K
Koshinski Asset Management, Inc. 0.02% New 864 $345K
Qsemble Capital Management, LP 0.03% New 840 $336K
NewEdge Advisors, LLC 0.00% Reduce -59.5% 822 $329K
Essential Partners LLC 0.11% Reduce -7.8% 820 $328K
Arax Advisory Partners 0.01% Add +0.8% 807 $323K
Axq Capital, LP 0.04% New 807 $322K
Pallas Capital Advisors LLC 0.01% Reduce -9.0% 802 $320K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -13.0% 800 $320K
Diversified Trust Co. 0.01% New 798 $319K
Hiley Hunt Wealth Management 0.14% Add +0.1% 787 $314K
M&T Bank Corp 0.00% Add +6.5% 785 $313K
XTX Topco Ltd 0.01% New 759 $303K
RFG - Bristol Wealth Advisors, LLC 0.08% Add +25.2% 751 $300K
BSW Wealth Partners 0.04% No change 750 $300K
Prime Capital Investment Advisors, LLC 0.00% No change 744 $297K
Hanseatic Management Services Inc. 0.28% — 743 $297K
ABN AMRO Bank N.V. 0.00% New 760 $294K
Fifth Third Wealth Advisors LLC 0.01% Add +12.6% 715 $286K
Polymer Capital Management (US) LLC 0.04% Add +0.6% 705 $282K
CreativeOne Wealth, LLC 0.01% Add +0.1% 703 $281K
Balefire, LLC 0.05% Add +5.1% 701 $280K
Bull Harbor Capital LLC 0.07% — 691 $276K
Wedmont Private Capital 0.01% Add +10.1% 641 $274K
Evolve Private Wealth, LLC 0.01% Add +6.6% 677 $271K
HB Wealth Management, LLC 0.00% Add +5.6% 676 $270K
Coldstream Capital Management Inc. 0.00% Add +1.2% 665 $266K
Farther Finance Advisors, LLC 0.00% Add +35.6% 640 $260K
CIBC Asset Management Inc 0.00% No change 648 $259K
Cullen Capital Management, LLC 0.00% Reduce -50.1% 643 $257K
Anb Bank 0.10% Reduce -2.5% 635 $254K
Childress Capital Advisors, LLC 0.05% No change 634 $253K
JMN Financial LLC 0.25% Add +2.9% 632 $253K
Lighthouse Investment Partners, LLC 0.01% Reduce -11.4% 620 $248K
Simplicity Wealth,LLC 0.01% Reduce -1.0% 604 $241K
Mgo One Seven LLC 0.00% New 603 $241K
Waverly Advisors, LLC 0.00% Reduce -0.7% 603 $241K
LSV Asset Management 0.00% No change 600 $240K
Lincoln Capital LLC 0.05% No change 600 $240K
Gsa Capital Partners LLP 0.01% New 596 $238K
RMR Wealth Builders 0.02% Add +0.2% 589 $235K
Cresset Asset Management, LLC 0.00% Reduce -13.7% 580 $232K
Krilogy Financial LLC 0.01% Reduce -8.0% 577 $232K
Altar Rock LLC 0.27% No change 569 $228K
Sendero Wealth Management, LLC 0.03% No change 570 $228K
Skandinaviska Enskilda Banken AB (publ) 0.01% New 570 $228K
North Dakota State Investment Board 0.01% Reduce -18.4% 569 $227K
Teza Capital Management LLC 0.82% New 563 $225K
Knollwood Investment Advisory, LLC 0.02% No change 556 $222K
Natural Investments, LLC 0.05% New 555 $221K
Penobscot Investment Management Company, Inc. 0.02% No change 550 $220K
ELCO Management Co., LLC 0.10% Reduce -15.5% 545 $218K
denkapparat Operations GmbH 0.09% New 542 $217K
Cambria Investment Management, L.P. 0.01% Reduce -28.9% 542 $217K
Aristides Capital LLC 0.07% New 541 $216K
Arkadios Wealth Advisors 0.00% Add +3.3% 528 $211K
Frec Markets, Inc. 0.04% New 526 $210K
Argent Trust Co 0.01% No change 525 $210K
Brendel Financial Advisors LLC 0.10% New 507 $203K
MML Investors Services, LLC 0.00% Reduce -24.5% 502 $201K
Asset Management One Co., Ltd. 0.00% Reduce -42.6% 487 $195K
STRS Ohio 0.00% No change 466 $186K
Rothschild Investment LLC 0.01% Reduce -0.7% 450 $180K
Harbor Investment Advisory, LLC 0.01% New 428 $171K
EverSource Wealth Advisors, LLC 0.01% Reduce -7.2% 426 $170K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 400 $160K
Exchange Traded Concepts, LLC 0.00% Reduce -24.9% 387 $155K
Harbour Investments, Inc. 0.00% Add +37400.0% 375 $150K
Allworth Financial LP 0.00% Add +2.1% 334 $133K
USA Financial Formulas 0.03% New 332 $133K
Parkside Financial Bank & Trust 0.01% No change 328 $131K
Quarry LP 0.03% Add +94.5% 321 $128K
Walleye Trading LLC 0.00% New 319 $127K
IFP Advisors, Inc 0.00% No change 317 $127K
GAMMA Investing LLC 0.01% Add +7.4% 304 $121K
Ancora Advisors LLC 0.00% Add +42.6% 301 $120K
Parallel Advisors, LLC 0.00% Add +35.8% 296 $118K
Beacon Investment Advisory Services, Inc. 0.00% New 240 $96K
Signaturefd, LLC 0.00% Add +15.5% 239 $95K
Pflug Koory, LLC 0.04% No change 220 $88K
UMB Bank, n.a. 0.00% Add +25.9% 219 $88K
Bayforest Capital Ltd 0.10% Reduce -72.2% 218 $87K
Cullen/Frost Bankers, Inc. 0.00% No change 208 $83K
AdvisorNet Financial, Inc 0.00% Add +2.2% 188 $75K
State of Wyoming 0.01% Add +98.8% 169 $68K
Advisory Services Network, LLC 0.00% New 162 $65K
Group One Trading LLC 0.00% New 157 $63K
Webster Bank, N. A. 0.01% No change 150 $60K
Quent Capital, LLC 0.00% No change 149 $60K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -9.9% 137 $55K
Huntington National Bank 0.00% Reduce -1.5% 134 $54K
True Wealth Design, LLC 0.01% Add +8.1% 133 $53K
Nomura Asset Management Co. Ltd. 0.00% No change 126 $50K
Smartleaf Asset Management LLC 0.00% Add +7.8% 124 $48K
Atlas Capital Advisors Inc. 0.01% No change 112 $45K
Measured Wealth Private Client Group, LLC 0.01% Reduce -22.8% 105 $42K
V-Square Quantitative Management LLC 0.00% New 93 $37K
Montag A & Associates Inc. 0.00% Reduce -20.6% 85 $34K
Provenance Wealth Advisors, LLC 0.00% No change 83 $33K
Larson Financial Group LLC 0.00% Add +822.2% 83 $33K
Cornerstone Planning Group LLC 0.00% Add +1.6% 64 $33K
Root Financial Partners, LLC 0.00% Add +9.7% 79 $32K
First Horizon Corp. 0.00% No change 75 $30K
Leonteq Securities AG 0.00% Reduce -4.0% 71 $28K
Innovative Asset Advisors Group, LLC 0.02% — 69 $28K
Community Bank, N.A. 0.00% No change 65 $26K
Centerpoint Advisors, LLC 0.01% No change 63 $25K
Millstone Evans Group, LLC 0.01% No change 60 $24K
TD Waterhouse Canada Inc. 0.00% Add +1350.0% 58 $24K
Capital Advisors, Ltd. LLC 0.00% No change 54 $22K
Retirement Wealth Solutions LLC 0.01% Reduce -10.5% 51 $20K
Sunbelt Securities, Inc. 0.00% No change 49 $20K
Covestor Ltd 0.01% Reduce -28.8% 42 $17K
YANKCOM Partnership 0.01% No change 40 $16K
Eurizon Capital SGR S.p.A. 0.00% New 40 $15K
SJS Investment Consulting Inc. 0.00% Add +5.6% 38 $15K
Kennebec Savings Bank 0.01% No change 37 $15K
Brown Brothers Harriman & Co. 0.00% Add +100.0% 36 $14K
Cedar Mountain Advisors, LLC 0.00% New 34 $14K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -36.0% 32 $13K
Strengthening Families & Communities, LLC 0.00% New 32 $13K
Assetmark, Inc. 0.00% Add +3.6% 29 $12K
Smithfield Trust Co 0.00% No change 26 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 27 $11K
JFS Wealth Advisors, LLC 0.00% Add +4.2% 25 $10K
Elevation Wealth Partners, LLC 0.00% Add +380.0% 24 $10K
CoreCap Advisors, LLC 0.00% Reduce -14.3% 24 $10K
WPG Advisers, LLC 0.01% Reduce -11.5% 23 $9K
Wolff Wiese Magana LLC 0.00% No change 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
Fortitude Family Office, LLC 0.00% Add +260.0% 18 $7K
CVA Family Office, LLC 0.00% Add +500.0% 18 $7K
McIlrath & Eck, LLC 0.00% No change 18 $7K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -83.8% 17 $7K
Twin Peaks Wealth Advisors, LLC 0.00% New 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
Farmers & Merchants Investments Inc. 0.00% No change 17 $7K
Owl Creek Wealth Partners LLC 0.00% — 16 $6K
Caitlin John, LLC 0.00% Reduce -33.3% 16 $6K
SBI Securities Co., Ltd. 0.00% New 16 $6K
High Note Wealth, LLC 0.00% No change 14 $6K
CENTRAL TRUST Co 0.00% No change 13 $5K
Dogwood Wealth Management LLC 0.00% Reduce -23.5% 13 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +100.0% 12 $5K
PFS Partners, LLC 0.00% No change 11 $4K
Richardson Capital Management LLC 0.00% New 11 $4K
MidFirst Bank 0.00% Reduce -99.0% 11 $4K
Johnson Financial Group, Inc. 0.00% No change 10 $4K
Clearstead Trust, LLC 0.00% No change 10 $4K
Keating Financial Advisory Services, Inc. 0.00% No change 10 $4K
Altshuler Shaham Ltd 0.00% New 10 $4K
TD Private Client Wealth LLC 0.00% Reduce -28.6% 10 $4K
United Financial Planning Group LLC 0.00% New 9 $4K
Ascentis Independent Advisors 0.00% New 9 $4K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -27.3% 8 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 8 $3K
Aster Capital Management (DIFC) Ltd 0.00% New 10 $3K
Intentional Wealth Strategies, LLC 0.00% — 7 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 6 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $2K
Clearstead Advisors, LLC 0.00% Reduce -93.3% 6 $2K
Park Place Capital Corp 0.00% No change 6 $2K
Raffa Wealth Management, LLC 0.00% No change 6 $2K
Sound Income Strategies, LLC 0.00% No change 5 $2K
Sachetta, LLC 0.00% No change 5 $2K
Bravera Wealth 0.00% Reduce -61.5% 5 $2K
Rialto Wealth Management, LLC 0.00% Add +25.0% 5 $2K
First Command Advisory Services, Inc. 0.00% No change 5 $2K
Signature Equity Partners, LLC 0.00% No change 4 $2K
Financial Network Wealth Advisors LLC 0.00% No change 4 $2K
Westside Investment Management, Inc. 0.00% No change 4 $2K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 4 $2K
Private Trust Co. NA 0.00% No change 4 $2K
Cromwell Holdings LLC 0.00% Add +50.0% 3 $1K
Cornerstone Financial Management LLC 0.00% No change 3 $1K
Whipplewood Advisors, LLC 0.00% New 3 $1K
Torren Management, LLC 0.00% Reduce -97.3% 3 $1K
Basecamp Wealth Advisors LLC 0.00% No change 3 $1K
TFC Financial Management, Inc. 0.00% No change 3 $1K
Y.D. More Investments Ltd 0.00% New 674 $851
Valued Wealth Advisors LLC 0.00% New 2 $801
Bell Investment Advisors, Inc 0.00% No change 2 $800
SouthState Bank Corp 0.00% Reduce -85.7% 2 $800
Rakuten Securities, Inc. 0.00% Reduce -80.0% 2 $799
HFM Investment Advisors, LLC 0.00% No change 2 $799
SHP Wealth Management 0.00% New 2 $799
Rossby Financial, LCC 0.00% No change 1 $407
Vermillion Wealth Management, Inc. 0.00% New 1 $400
Physician Wealth Advisors, Inc. 0.00% No change 1 $400
Curio Wealth, LLC 0.00% New 1 $400
Hughes Financial Services, LLC 0.00% New 1 $400
Bogart Wealth, LLC 0.00% New 1 $400
Cassaday & Co Wealth Management LLC 0.00% New 1 $400
Bay Harbor Wealth Management, LLC 0.00% No change 1 $399

"% of holder's portfolio" is VMI's weight in each manager's 13F, not the share of Valmont Industries the manager owns.