Valmont IndustriesVMI

13F holders, Q2 2026 (June 30)
652holders +45
113new positions
66sold out
9famous investors
$576.17avg. 13F price*

At the end of Q2 2026, 652 institutions reported holding Valmont Industries (VMI) in their 13F filings, up 45 from Q1 2026. 113 opened new positions and 66 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Portfolio Management LLC ($493.3M) and Vanguard Capital Management LLC ($487.5M). 9 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions113$486.4M
Exits66$98.9M

All 13F filers, Q1 2026 → Q2 2026: 2,032,209 shares bought and 1,822,779 shares sold, net +209,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 652 holders

BlackRock, Inc. 0.02% Add +4.5% 1,976,054 $1.1B
Vanguard Portfolio Management LLC 0.02% Reduce -1.1% 854,011 $493.3M
Vanguard Capital Management LLC 0.01% Reduce -0.2% 844,005 $487.5M
State Street Corp. 0.01% Add +2.2% 659,625 $381.5M
Neuberger Berman Group LLC 0.19% Reduce -24.1% 497,545 $287.4M
Geode Capital Management, LLC 0.01% Reduce -2.6% 424,196 $245.1M
Dimensional Fund Advisors LP 0.04% Add +0.2% 390,222 $225.4M
Earnest Partners LLC 0.80% Reduce -1.8% 381,692 $220.5M
Invesco Ltd. 0.02% Reduce -14.9% 366,785 $211.9M
King Luther Capital Management Corp. 0.81% Reduce -6.8% 337,838 $195.1M
Bank of America Corp. 0.01% Add +10.9% 303,684 $175.4M
Sei Investments Co. 0.14% Reduce -3.1% 280,023 $161.7M
Franklin Resources Inc. 0.03% Reduce -35.2% 259,068 $149.6M
Robert B. Daugherty Foundation 100.00% No change 250,000 $144.4M
Vaughan Nelson Investment Management, L.P. 1.26% Reduce -2.0% 247,458 $142.9M
Fuller & Thaler Asset Management, Inc. 0.39% New 246,376 $142.3M
Norges Bank 0.01% — 244,208 $141.1M
Charles Schwab Investment Management Inc. 0.02% Reduce -4.3% 244,104 $141.0M
Pictet Asset Management Holding SA 0.13% Add +7551.1% 239,251 $138.2M
Impax Asset Management Group plc 0.85% Reduce -0.4% 226,080 $130.6M
Segall Bryant & Hamill, LLC 1.41% Reduce -7.3% 205,924 $118.9M
Quantinno Capital Management LP 0.14% Add +23.9% 198,423 $114.6M
T. Rowe Price Investment Management, Inc. 0.07% Reduce -6.0% 197,597 $114.1M
Ninety One UK Ltd 0.25% Add +17.3% 189,999 $109.7M
Northern Trust Corp. 0.01% Reduce -4.1% 179,741 $103.8M
AQR Capital Management 0.04% Reduce -15.0% 178,340 $102.4M
First Trust Advisors LP 0.06% Add +15.3% 175,843 $101.6M
FMR LLC 0.00% Reduce -23.3% 174,122 $100.6M
Morgan Stanley 0.01% Add +0.2% 166,497 $96.2M
JPMorgan Chase & Co. 0.01% Reduce -8.4% 166,788 $96.1M
Copeland Capital Management, LLC 1.91% Reduce -21.6% 161,012 $93.0M
T. Rowe Price Associates Inc. 0.01% Add +9.2% 160,608 $92.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.11% Add +8.6% 157,550 $91.0M
Victory Capital Management Inc. 0.05% Add +1.6% 152,679 $88.2M
Southpoint Capital Advisors LP 1.97% New 150,000 $86.6M
Bank of New York Mellon Corp 0.01% Reduce -5.5% 144,951 $83.7M
Thrivent Financial for Lutherans 0.13% Add +1590.6% 132,935 $76.8M
Jupiter Topco LLC 0.03% — 130,279 $75.3M
Goldman Sachs Group Inc. 0.01% Add +40.4% 127,782 $73.8M
Vanguard Fiduciary Trust Co. 0.02% Add +0.6% 121,880 $70.4M
Brown Advisory Inc. 0.11% Reduce -28.4% 121,839 $70.4M
Natixis Advisors, LLC 0.08% Add +5.0% 118,082 $68.2M
Point72 Asset Management 0.11% Add +149.0% 118,065 $68.2M
Mawer Investment Management Ltd. 0.45% New 114,118 $65.9M
Allianz Asset Management GmbH 0.06% Reduce -19.9% 111,478 $64.4M
Royce & Associates LP 0.51% Reduce -7.1% 109,656 $63.3M
Kennedy Capital Management LLC 1.11% Reduce -24.3% 108,802 $62.8M
American Century Companies Inc. 0.03% Add +3.4% 105,677 $61.0M
Boston Trust Walden Corp 0.45% Add +8.7% 101,945 $58.9M
Greenhouse Funds LLLP 2.94% Reduce -54.7% 96,557 $55.8M
Storebrand Asset Management As 0.14% Reduce -13.4% 95,659 $55.3M
Congress Asset Management Co. 0.31% Reduce -3.0% 87,143 $50.3M
Lord, Abbett & Co. LLC 0.15% New 86,285 $49.8M
Schroder Investment Management Group 0.03% Reduce -11.2% 85,623 $49.1M
Amundi 0.01% Reduce -30.3% 82,598 $47.7M
Renaissance Technologies 0.06% Add +55.5% 78,320 $45.2M
Jones Financial Companies LLLP 0.02% Add +11.1% 72,943 $41.5M
Gotham Asset Management 0.10% Add +3.4% 71,692 $41.4M
Nuveen, LLC 0.01% Add +124.9% 69,329 $40.0M
SG Americas Securities, LLC 0.02% Add +2207.1% 69,306 $40.0M
Bornite Capital Management LP 4.75% New 65,300 $37.7M
UBS Group AG 0.01% Add +7.4% 61,486 $35.5M
GAMCO Investors 0.30% Reduce -0.7% 57,560 $33.2M
Allspring Global Investments Holdings, LLC 0.05% Add +61.8% 59,414 $33.2M
Gabelli Funds LLC 0.21% Reduce -7.3% 56,893 $32.9M
Leeward Investments, LLC - MA 1.48% Reduce -2.1% 56,176 $32.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -1.1% 53,748 $31.0M
HighTower Advisors, LLC 0.03% Reduce -43.3% 53,418 $30.9M
Arbejdsmarkedets Tillaegspension 0.64% Reduce -19.3% 50,640 $29.2M
Rhumbline Advisers 0.02% Reduce -2.2% 50,403 $29.1M
Trillium Asset Management, LLC 0.86% Add +13.2% 48,505 $28.0M
Retirement Systems of Alabama 0.08% Reduce -8.0% 46,785 $27.0M
Voloridge Investment Management, LLC 0.11% Add +291.3% 46,667 $27.0M
Panagora Asset Management Inc. 0.08% Reduce -19.6% 46,192 $26.7M
Envestnet Asset Management Inc. 0.01% Reduce -5.5% 45,778 $26.4M
Principal Financial Group Inc. 0.01% Reduce -0.8% 44,074 $25.5M
Ameriprise Financial Inc. 0.01% Reduce -19.3% 43,358 $25.0M
Jupiter Asset Management Ltd. 0.12% Reduce -2.7% 43,027 $24.9M
Pioneer Trust Bank N A 5.49% Reduce -3.1% 41,926 $24.2M
Clearbridge Investments, LLC 0.02% Reduce -18.5% 41,925 $24.2M
California Public Employees Retirement System 0.01% Add +6.4% 41,753 $24.1M
Jane Street Group, LLC 0.02% Reduce -66.9% 41,255 $23.8M
Avalon Trust Co 1.41% Reduce -0.5% 39,748 $23.0M
Swiss National Bank 0.01% Add +0.8% 39,220 $22.7M
Caisse de depot et placement du Quebec 0.03% Reduce -38.5% 38,888 $22.5M
GMO 0.05% Reduce -1.2% 36,978 $21.4M
Oppenheimer & Co. Inc. 0.23% Reduce -0.6% 36,670 $21.2M
Alta Fox Capital Management, LLC 4.24% New 36,480 $21.1M
Wells Fargo & Company 0.00% Add +166.9% 35,707 $20.6M
Qube Research & Technologies Ltd 0.02% Reduce -72.9% 35,492 $20.5M
F&V Capital Management, LLC 3.75% Add +0.8% 35,228 $20.3M
Tidal Investments LLC 0.05% Add +33.5% 34,510 $19.9M
Blair William & Co. 0.05% Reduce -2.6% 34,368 $19.9M
D.A. Davidson & Co. 0.11% Add +0.3% 33,866 $19.6M
Value Holdings Management Co. LLC 3.19% No change 33,000 $19.1M
Pennant Select, LLC 8.47% No change 33,000 $19.1M
Treasurer of the State of North Carolina 0.05% Add +16.4% 31,231 $18.0M
State of Wisconsin Investment Board 0.04% Reduce -16.8% 31,141 $18.0M
Squarepoint Ops LLC 0.04% Reduce -47.6% 30,925 $17.9M
Pennant Investors, LP 5.17% No change 30,000 $17.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +36.0% 29,757 $17.2M
Nordea Investment Management AB 0.01% Add +17.3% 29,361 $16.9M
Millennium Management 0.01% Reduce -10.0% 29,003 $16.8M
Marshall Wace, LLP 0.01% Add +30.8% 28,914 $16.7M
Advisors Asset Management, Inc. 0.25% Add +17.5% 28,370 $16.4M
Ninety One North America, Inc. 0.76% Add +20.9% 27,909 $16.1M
Corient Private Wealth LP 0.02% Add +11.6% 26,960 $15.6M
Legal & General Group Plc 0.00% Reduce -4.7% 26,453 $15.3M
Handelsbanken Fonder AB 0.04% Reduce -21.8% 26,194 $15.1M
Montanaro Asset Management Ltd 4.71% Add +33.3% 25,850 $14.9M
OP Asset Management Ltd 0.16% Reduce -35.0% 25,312 $14.6M
Delta Global Management LP 1.56% New 24,876 $14.4M
WealthPlan Investment Management, LLC 0.71% Add +0.3% 24,716 $14.3M
Royal Bank of Canada 0.00% Add +4.7% 24,327 $14.1M
Crawford Investment Counsel Inc. 0.23% Reduce -3.5% 23,838 $13.8M
Capital Fund Management S.A. 0.09% Add +60.0% 22,891 $13.2M
De Lisle Partners LLP 1.44% No change 22,800 $13.2M
California State Teachers Retirement System 0.01% Reduce -2.7% 22,588 $13.0M
J. Safra Sarasin Holding AG 0.17% Add +89.4% 41,975 $12.2M
Pier Capital, LLC 1.55% Add +8.3% 20,239 $11.7M
Osaic Holdings, Inc. 0.01% Add +8.3% 20,215 $11.7M
D. E. Shaw & Co. 0.01% Add +0.4% 20,026 $11.6M
Citadel Advisors 0.01% Reduce -36.1% 20,020 $11.6M
Agf Management Ltd. 0.04% Add +0.1% 19,969 $11.5M
Raiffeisen Bank International AG 0.13% No change 20,000 $11.5M
Duff & Phelps Investment Management Co. 0.11% Reduce -43.4% 19,568 $11.3M
New York State Teachers Retirement System 0.02% Reduce -12.9% 19,156 $11.1M
Alliancebernstein L.P. 0.00% Reduce -12.7% 27,482 $11.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +3.1% 18,911 $10.9M
Danske Bank A/S 0.02% Add +48.5% 18,819 $10.9M
Captrust Financial Advisors 0.02% Reduce -2.3% 18,616 $10.8M
Van Eck Associates Corp. 0.01% Add +10.2% 18,334 $10.6M
Raymond James Financial Inc. 0.00% Add +15.6% 17,763 $10.3M
Manufacturers Life Insurance Company, The 0.01% Add +1.8% 16,822 $9.7M
Covea Finance 0.31% Reduce -21.1% 16,800 $9.7M
Ieq Capital, LLC 0.04% Reduce -32.1% 16,486 $9.5M
CSM Advisors, LLC 0.20% Add +7.3% 16,456 $9.5M
Nitorum Capital, L.P. 6.41% No change 16,305 $9.4M
Teacher Retirement System of Texas 0.02% Reduce -16.6% 15,811 $9.1M
KBC Group NV 0.02% Add +45.5% 15,562 $9.0M
EDENTREE ASSET MANAGEMENT Ltd 2.74% Reduce -15.3% 15,560 $9.0M
Mariner, LLC 0.01% Reduce -6.4% 15,523 $9.0M
Security National Bank 1.03% Add +34.0% 14,981 $8.7M
L. Roy Papp & Associates, LLP 0.90% Reduce -1.2% 14,767 $8.5M
State Board of Administration of Florida Retirement System 0.01% Reduce -2.7% 14,409 $8.3M
Defiance ETFs, LLC 0.12% Add +139.4% 14,886 $8.3M
Los Angeles Capital Management LLC 0.03% Add +241.8% 14,262 $8.2M
Creative Planning 0.00% Add +16.4% 13,985 $8.1M
Nisa Investment Advisors, LLC 0.02% Add +1.3% 13,706 $7.9M
Southernsun Asset Management, LLC 1.06% Reduce -18.1% 13,601 $7.9M
Fifth Third Bancorp 0.01% Reduce -7.7% 13,597 $7.9M
Illinois Municipal Retirement Fund 0.09% Add +9.6% 13,537 $7.8M
Martingale Asset Management L P 0.18% Reduce -54.1% 13,493 $7.8M
Moran Wealth Management, LLC 0.21% Reduce -8.2% 13,311 $7.7M
Vontobel Holding Ltd. 0.02% Reduce -30.5% 12,535 $7.2M
Fca Corp. 1.77% Add +1.1% 12,438 $7.2M
Cannell & Spears LLC 0.13% Add +90.8% 12,405 $7.2M
Hillsdale Investment Management Inc. 0.16% Add +3.4% 12,300 $7.1M
HSBC Holdings PLC 0.00% Add +28.2% 12,178 $7.0M
CANADA LIFE ASSURANCE Co 0.01% Add +1.4% 12,136 $7.0M
Erste Asset Management GmbH 0.05% New 12,000 $6.8M
Boothbay Fund Management, LLC 0.13% Add +646.3% 11,351 $6.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -3.4% 11,320 $6.5M
BNP Paribas Financial Markets 0.00% Add +221.0% 11,160 $6.4M
Leuthold Group, LLC 0.65% Reduce -4.2% 11,137 $6.4M
New York State Common Retirement Fund 0.01% Reduce -1.8% 10,666 $6.2M
Informed Momentum Co LLC 0.54% New 10,532 $6.1M
DekaBank Deutsche Girozentrale 0.01% No change 15,250 $6.0M
Natixis 0.03% Add +150.0% 10,186 $5.9M
Cetera Investment Advisers 0.01% Reduce -2.4% 10,121 $5.8M
Stifel Financial Corp. 0.00% Reduce -13.0% 10,106 $5.8M
Intech Investment Management LLC 0.05% Add +23.8% 10,049 $5.8M
Russell Investments Group, Ltd. 0.01% Reduce -11.0% 10,022 $5.8M
Cabot Wealth Management Inc. 0.58% New 9,857 $5.7M
EFG International AG 0.10% Reduce -1.9% 9,577 $5.5M
MetLife Investment Management, LLC 0.02% Reduce -3.6% 9,340 $5.4M
Inspire Investing, LLC 0.21% Add +79.2% 8,793 $5.1M
Amalgamated Bank 0.04% Reduce -5.4% 8,770 $5.1M
Police & Firemen's Retirement System of New Jersey 0.04% Add +0.7% 8,558 $4.9M
State of Tennessee, Department of Treasury 0.01% Add +3.3% 8,469 $4.9M
Midwest Trust Co 0.05% Add +0.4% 8,374 $4.8M
Clean Yield Group 1.20% Reduce -14.4% 8,361 $4.8M
Global Alpha Capital Management Ltd. 0.29% Reduce -0.2% 8,347 $4.8M
Horizon Investments, LLC 0.05% Add +70.0% 8,218 $4.7M
Nia Impact Advisors, LLC 1.88% Add +78.6% 7,838 $4.5M
Credit Agricole S A 0.01% Add +102.2% 7,700 $4.4M
Wedge Capital Management L L P 0.07% Reduce -4.7% 7,624 $4.4M
Vanguard Global Advisers, LLC 0.00% Reduce -6.0% 7,509 $4.3M
LPL Financial LLC 0.00% Add +22.8% 7,416 $4.3M
Focus Partners Wealth 0.00% Add +7.5% 7,375 $4.3M
Mutual of America Capital Management LLC 0.04% Reduce -4.6% 7,202 $4.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Reduce -16.5% 7,100 $4.1M
Mercer Global Advisors Inc. 0.01% Add +4.0% 6,971 $4.0M
Commonwealth Equity Services, LLC 0.01% Add +53.3% 6,907 $4.0M
Citigroup Inc. 0.00% Add +7.3% 6,765 $3.9M
Prudential Financial Inc. 0.00% Add +24.3% 6,744 $3.9M
Public Employees Retirement System of Ohio 0.01% Reduce -5.0% 6,682 $3.9M
1832 Asset Management L.P. 0.00% New 6,600 $3.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +14.4% 8,848 $3.7M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -7.4% 6,254 $3.6M
State of New Jersey Common Pension Fund D 0.01% No change 6,207 $3.6M
O'shaughnessy Asset Management, LLC 0.02% Reduce -25.1% 6,167 $3.6M
Meeder Asset Management Inc. 0.18% Add +119.4% 6,127 $3.5M
Aptus Capital Advisors, LLC 0.03% Reduce -0.7% 6,100 $3.5M
&partners 0.01% Add +155.8% 6,119 $3.5M
Summit Trail Advisors, LLC 0.04% Reduce -5.9% 6,073 $3.5M
Guardian Wealth Advisors, LLC / NC 0.20% Reduce -0.6% 6,053 $3.5M
XTX Topco Ltd 0.05% Add +697.4% 6,052 $3.5M
Scopus Asset Management, L.P. 0.08% Reduce -65.5% 6,037 $3.5M
Moody National Bank Trust Division 0.29% Reduce -5.4% 5,967 $3.4M
Diversify Advisory Services, LLC 0.06% New 6,820 $3.4M
Diversify Wealth Management, LLC 0.06% Add +10.4% 6,820 $3.4M
Louisiana State Employees Retirement System 0.05% No change 5,700 $3.3M
KLP Kapitalforvaltning As 0.01% Add +3.7% 5,660 $3.3M
Riverwater Partners LLC 0.97% Add +3.3% 5,644 $3.3M
Schonfeld Strategic Advisors LLC 0.02% Reduce -22.9% 5,537 $3.2M
Silver Lake Advisory, LLC 1.14% Reduce -5.0% 5,526 $3.2M
Quadrature Capital Ltd 0.03% Reduce -53.0% 5,467 $3.2M
Yousif Capital Management, LLC 0.04% Reduce -7.2% 5,449 $3.1M
Arax Advisory Partners 0.02% Add +569.1% 5,400 $3.1M
Arizona State Retirement System 0.02% Reduce -0.4% 5,394 $3.1M
Verity Asset Management, Inc. 1.17% Add +3.3% 5,343 $3.1M
Hantz Financial Services, Inc. 0.04% Reduce -25.8% 5,311 $3.1M
Cerity Partners LLC 0.00% Reduce -23.3% 5,196 $3.0M
Carmel Capital Partners, LLC 0.98% Reduce -17.6% 5,140 $3.0M
Nicollet Investment Management, Inc. 0.90% Add +1.9% 5,072 $2.9M
Caprock Group, LLC 0.06% Add +1.3% 5,012 $2.9M
Vanguard Investments Australia, Ltd. 0.01% Add +4.9% 5,012 $2.9M
Oak Thistle LLC 0.28% Reduce -45.2% 4,948 $2.9M
Nabity-Jensen Investment Management Inc 1.75% No change 4,939 $2.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 4,930 $2.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -57.5% 4,911 $2.8M
Oliver Luxxe Assets LLC 0.41% Reduce -38.5% 4,832 $2.8M
Johnson Investment Counsel Inc. 0.02% New 4,743 $2.7M
Shelton Capital Management 0.05% Reduce -0.0% 4,726 $2.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +24.1% 4,715 $2.7M
Two Sigma Investments, LP 0.00% Reduce -38.9% 4,671 $2.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -5.8% 4,648 $2.7M
Bank of Montreal 0.00% Add +8.5% 4,635 $2.7M
State of Michigan Retirement System 0.01% Reduce -4.2% 4,588 $2.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -51.8% 4,586 $2.6M
Deutsche Bank AG 0.00% Add +11.2% 4,569 $2.6M
Barclays PLC 0.00% Reduce -50.7% 4,501 $2.6M
Engineers Gate Manager LP 0.03% Reduce -38.7% 4,465 $2.6M
Pathstone Holdings, LLC 0.01% Add +0.4% 4,439 $2.6M
New Mexico Educational Retirement Board 0.06% No change 4,400 $2.5M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.0% 4,367 $2.5M
Callan Family Office, LLC 0.05% Reduce -2.5% 4,299 $2.5M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -25.4% 4,264 $2.5M
Vest Financial, LLC 0.03% Add +1.1% 4,191 $2.4M
Susquehanna International Group, LLP 0.00% New 4,083 $2.4M
Oregon Public Employees Retirement Fund 0.03% Add +2.1% 4,012 $2.3M
Perigon Wealth Management, LLC 0.03% Reduce -1.6% 3,812 $2.2M
Ritholtz Wealth Management 0.03% Reduce -18.5% 3,751 $2.2M
TBH Global Asset Management, LLC 0.40% No change 3,737 $2.2M
Pinnacle Financial Partners, Inc. 0.01% Reduce -17.9% 3,704 $2.1M
Jain Global LLC 0.03% New 3,670 $2.1M
Ameritas Investment Partners, Inc. 0.06% Reduce -1.5% 3,573 $2.1M
Curi Capital, LLC 0.03% Add +0.1% 3,573 $2.1M
Katamaran Capital LLP 1.73% New 3,509 $2.0M
Fulcrum Asset Management LLP 0.20% New 3,496 $2.0M
Summit Financial, LLC 0.02% Reduce -0.5% 3,413 $2.0M
Oppenheimer Asset Management Inc. 0.02% Reduce -7.8% 3,402 $2.0M
SMART Wealth LLC 0.42% Reduce -33.7% 3,349 $1.9M
Edgestream Partners, L.P. 0.06% Reduce -85.9% 3,324 $1.9M
Alps Advisors Inc. 0.01% Add +0.1% 3,206 $1.9M
Inscription Capital, LLC 0.16% Reduce -1.8% 3,147 $1.8M
Arjuna Capital 0.40% Reduce -56.9% 3,106 $1.8M
Rockefeller Capital Management L.P. 0.00% Add +6.7% 3,003 $1.7M
Sanctuary Advisors, LLC 0.01% Add +81.8% 2,983 $1.7M
Ethic Inc. 0.02% Reduce -1.1% 2,957 $1.7M
Canada Pension Plan Investment Board 0.00% Reduce -68.0% 2,920 $1.7M
Tradewinds Capital Management, LLC 0.29% No change 2,800 $1.6M
Baird Financial Group, Inc. 0.00% Reduce -4.0% 2,723 $1.6M
Federation des caisses Desjardins du Quebec 0.00% Add +11.6% 2,721 $1.6M
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.6% 2,698 $1.6M
US Bancorp \de 0.00% Reduce -68.2% 2,661 $1.5M
Venturi Wealth Management, LLC 0.06% Add +25.6% 2,652 $1.5M
Vestcor Inc 0.04% No change 2,651 $1.5M
Pacer Advisors, Inc. 0.00% Reduce -6.6% 2,586 $1.5M
Rithm Capital Corp. 2.02% New 2,500 $1.4M
Ensign Peak Advisors, Inc 0.00% Add +13.5% 2,482 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.14% Reduce -21.1% 2,392 $1.4M
New York Life Investment Management LLC 0.01% Reduce -15.9% 2,355 $1.4M
First National Bank of Omaha 0.04% Reduce -2.1% 2,330 $1.3M
Integrated Wealth Concepts LLC 0.01% New 2,314 $1.3M
Union Bancaire Privee, UBP SA 0.01% Add +13.1% 2,340 $1.3M
Xponance LLC 0.01% Reduce -2.4% 2,295 $1.3M
Bristlecone Value Partners, LLC 1.06% No change 2,291 $1.3M
Asset Management One Co., Ltd. 0.00% Add +369.6% 2,287 $1.3M
HUB Investment Partners, LLC 0.02% Add +9.1% 2,281 $1.3M
Heritage Trust Co 0.11% No change 2,247 $1.3M
First Manhattan Co. Llc. 0.00% No change 2,229 $1.3M
Atria Investments, Inc 0.01% Add +21.0% 2,231 $1.3M
Chesapeake Capital Corp. 0.70% Reduce -12.2% 2,227 $1.3M
Picton Mahoney Asset Management 0.01% Reduce -46.8% 2,193 $1.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.08% Reduce -24.3% 2,190 $1.3M
Ostrum Asset Management 0.06% Add +11.6% 2,170 $1.3M
CX Institutional 0.04% Reduce -4.9% 2,145 $1.2M
Jackson Creek Investment Advisors LLC 0.39% Reduce -38.6% 2,457 $1.2M
Acadian Asset Management LLC 0.00% Reduce -71.2% 2,050 $1.2M
Walleye Capital LLC 0.01% New 2,043 $1.2M
AE Wealth Management LLC 0.01% New 2,030 $1.2M
Redwood Investment Management, LLC 0.12% New 2,027 $1.2M
Wbi Investments, LLC 0.29% New 2,027 $1.2M
ING Groep NV 0.01% New 2,000 $1.2M
Voya Investment Management LLC 0.00% Reduce -15.2% 2,000 $1.2M
Landscape Capital Management, L.L.C. 0.07% New 1,996 $1.2M
Harbor Capital Advisors, Inc. 0.08% Reduce -20.0% 1,978 $1.1M
Global Retirement Partners, LLC 0.02% — 1,951 $1.1M
Quadrant Capital Group LLC 0.03% Add +2.9% 1,934 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Add +13.2% 2,028 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -3.6% 1,903 $1.1M
Public Employees Retirement Association of Colorado 0.00% Reduce -7.3% 1,885 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.2% 1,873 $1.1M
PNC Financial Services Group, Inc. 0.00% Add +6.8% 1,839 $1.1M
Choreo, LLC 0.01% Reduce -2.9% 1,833 $1.1M
Blue Trust, Inc. 0.01% Add +12.6% 1,829 $1.1M
Avidian Wealth Enterprises, LLC 0.03% Reduce -11.6% 1,826 $1.1M
Chicago Partners Investment Group LLC 0.02% Add +14.1% 2,142 $1.0M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -82.3% 1,759 $1.0M
Syon Capital LLC 0.04% Reduce -5.0% 1,742 $1.0M
Swiss Life Asset Management Ltd 0.00% Reduce -0.1% 1,740 $1.0M
Orion Porfolio Solutions, LLC 0.01% Add +0.6% 1,710 $987K
Bridges Investment Management Inc. 0.01% No change 1,709 $987K
Inceptionr LLC 0.24% Reduce -16.4% 1,709 $987K
EP Wealth Advisors, LLC 0.00% Add +53.1% 1,696 $980K
Janney Montgomery Scott LLC 0.00% Add +34.7% 1,682 $972K
Gladstone Institutional Advisory LLC 0.03% Add +0.4% 1,668 $963K
Kera Capital Partners, Inc. 0.09% Add +15.4% 1,656 $957K
Portside Wealth Group, LLC 0.11% Add +8.2% 1,629 $941K
Federated Hermes, Inc. 0.00% Reduce -16.4% 1,590 $918K
Quantbot Technologies LP 0.04% Reduce -92.0% 1,578 $911K
Natural Investments, LLC 0.20% Add +181.6% 1,563 $902K
Aaron Wealth Advisors LLC 0.05% Add +16.9% 1,544 $892K
Delta Asset Management LLC 0.08% No change 1,522 $879K
denkapparat Operations GmbH 0.29% Add +179.3% 1,514 $874K
Essex Investment Management Co. LLC 0.11% Reduce -46.0% 1,510 $872K
D.B. Root & Company, LLC 0.18% Reduce -17.3% 1,491 $861K
Savvy Advisors, Inc. 0.02% Reduce -2.7% 1,436 $830K
Brighton Jones LLC 0.02% Reduce -2.7% 1,425 $823K
Frec Markets, Inc. 0.07% Add +167.3% 1,406 $812K
Generali Asset Management SPA SGR 0.01% New 1,405 $812K
Dakota Wealth Management 0.02% No change 1,399 $808K
Alliance Wealth Advisors, LLC 0.15% Reduce -15.2% 1,399 $808K
Silvercrest Asset Management Group LLC 0.01% Reduce -16.7% 1,399 $808K
Insight Wealth Partners, LLC 0.11% New 1,387 $801K
Versant Capital Management, Inc 0.07% Reduce -28.1% 1,359 $785K
Cornerstone Investment Partners, LLC 0.03% New 1,356 $783K
MAI Capital Management 0.00% Add +22.8% 1,350 $780K
Finivi Inc. 0.39% New 1,324 $765K
Bessemer Group Inc. 0.00% Reduce -14.1% 1,318 $762K
Securian Asset Management, Inc. 0.03% Reduce -0.3% 1,432 $761K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +19.6% 1,278 $738K
Tower Research Capital LLC (TRC) 0.02% Add +36.1% 1,259 $727K
Merit Financial Group, LLC 0.00% Reduce -14.1% 1,241 $717K
Hamel Associates, Inc. 0.20% Reduce -6.4% 1,235 $713K
Baker Avenue Asset Management, LP 0.01% Add +4.2% 1,233 $712K
Corient IA LP 0.65% No change 1,220 $705K
Lanark Financial, Inc. 0.05% Reduce -12.6% 1,212 $700K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.4% 1,211 $699K
Horizon Kinetics Asset Management LLC 0.01% No change 1,201 $694K
Shufro Rose & Co. LLC 0.04% No change 1,200 $693K
ABN AMRO Bank N.V. 0.01% Add +56.6% 1,190 $683K
Knights of Columbus Asset Advisors LLC 0.03% New 1,152 $665K
Banque Cantonale Vaudoise 0.03% Reduce -16.9% 1,152 $665K
Evergreen Capital Management LLC 0.01% Reduce -4.3% 1,148 $664K
Allen Capital Group, LLC 0.05% Add +1.2% 1,119 $646K
RWC Asset Management LLP 0.03% Add +19.9% 1,116 $645K
Welch Group, LLC 0.02% Add +0.9% 1,110 $641K
ProShare Advisors LLC 0.00% Reduce -2.7% 1,104 $638K
First Nebraska Trust Co 0.05% No change 1,100 $635K
Norden Group LLC 0.05% Reduce -6.2% 1,097 $634K
Certuity, LLC 0.03% Add +9.9% 1,096 $633K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -20.3% 1,085 $627K
Personal Cfo Solutions, LLC 0.09% Reduce -13.9% 1,070 $619K
Chesapeake Asset Management LLC 0.47% Add +10.2% 1,307 $610K
Vident Advisory, LLC 0.00% Reduce -32.7% 1,053 $608K
Lido Advisors, LLC 0.00% New 1,039 $602K
Man Group plc 0.00% Reduce -93.0% 1,036 $598K
Nykredit A/S 0.00% — 1,027 $593K
AlphaGrep UK Ltd 0.18% Reduce -20.2% 1,016 $587K
Crossmark Global Holdings, Inc. 0.01% Reduce -24.9% 1,011 $584K
Pinnacle Bancorp, Inc. 0.15% No change 1,007 $582K
K.J. Harrison & Partners Inc 0.08% No change 1,000 $578K
Capstone Investment Advisors, LLC 0.01% Reduce -19.7% 999 $577K
Blue Capital, Inc. 0.36% Reduce -4.5% 989 $571K
Utah Retirement Systems 0.01% Reduce -4.7% 988 $571K
DNB Asset Management AS 0.00% Reduce -8.7% 977 $564K
NewEdge Advisors, LLC 0.00% Add +16.3% 956 $552K
Banque Transatlantique SA 0.01% Reduce -0.6% 956 $552K
JMN Financial LLC 0.43% Add +50.6% 952 $551K
Steward Partners Investment Advisory, LLC 0.00% Reduce -12.3% 952 $550K
Stirlingshire Investments, Inc. 0.40% New 937 $542K
Cyndeo Wealth Partners, LLC 0.03% Add +1.7% 938 $542K
Maryland State Retirement & Pension System 0.01% No change 930 $537K
Pittenger & Anderson Inc. 0.02% Reduce -17.4% 927 $535K
Fox Run Management, L.L.C. 0.09% Reduce -55.2% 922 $533K
Morey & Quinn Wealth Partners, LLC 0.34% No change 920 $531K
Advyzon Investment Management, LLC 0.04% New 914 $528K
Carnegie Lake Advisors LLC 0.19% No change 900 $520K
Prime Capital Investment Advisors, LLC 0.01% Add +19.6% 890 $514K
Sagespring Wealth Partners, LLC 0.01% Add +0.3% 890 $514K
Gateway Investment Advisers LLC 0.01% New 874 $505K
Koshinski Asset Management, Inc. 0.03% Add +0.1% 865 $499K
Hanseatic Management Services Inc. 0.36% Add +14.4% 850 $491K
Two Sigma Securities, LLC 0.04% New 832 $481K
Snowden Capital Advisors LLC 0.01% Reduce -33.2% 829 $480K
M&T Bank Corp 0.00% Add +4.1% 817 $472K
Dynamic Technology Lab Private Ltd 0.10% Reduce -78.9% 811 $468K
Pallas Capital Advisors LLC 0.01% Reduce -0.1% 801 $463K
Chevy Chase Trust Holdings, LLC 0.00% No change 800 $462K
Diversified Trust Co. 0.01% Reduce -0.8% 792 $457K
Hiley Hunt Wealth Management 0.18% No change 787 $454K
Simplicity Wealth,LLC 0.02% Add +27.8% 772 $446K
One Wealth Capital Management, LLC 0.13% New 770 $445K
R Squared Ltd 0.23% Reduce -20.1% 755 $436K
BSW Wealth Partners 0.05% No change 750 $433K
Farther Finance Advisors, LLC 0.00% Add +16.1% 743 $429K
Gsa Capital Partners LLP 0.03% Add +24.5% 742 $429K
CreativeOne Wealth, LLC 0.01% Add +2.0% 717 $414K
Fieldview Capital Management, LLC 0.12% New 701 $405K
Vise Technologies, Inc. 0.00% New 699 $404K
Balefire, LLC 0.06% Reduce -2.7% 682 $394K
Fifth Third Wealth Advisors LLC 0.01% Reduce -6.3% 670 $387K
Lazard Asset Management LLC 0.00% Reduce -90.3% 662 $382K
Beacon Pointe Advisors, LLC 0.00% Reduce -60.2% 657 $380K
Mgo One Seven LLC 0.01% Add +7.8% 650 $376K
RMR Wealth Builders 0.02% Add +9.7% 646 $373K
Waverly Advisors, LLC 0.00% Add +6.3% 641 $370K
Anb Bank 0.14% Add +0.2% 636 $367K
Childress Capital Advisors, LLC 0.06% No change 634 $366K
Worldquant Millennium Advisors LLC 0.00% Reduce -87.7% 633 $366K
Tsfg, LLC 0.05% New 629 $363K
Coldstream Capital Management Inc. 0.00% Reduce -5.6% 628 $363K
Wedmont Private Capital 0.01% Add +2.2% 655 $358K
Cullen Capital Management, LLC 0.00% Reduce -3.7% 619 $358K
Burney Co./ 0.01% New 610 $352K
CIBC Asset Management Inc 0.00% Reduce -6.8% 604 $349K
Empowered Funds, LLC 0.00% Reduce -59.3% 602 $348K
LSV Asset Management 0.00% No change 600 $347K
Lincoln Capital LLC 0.06% No change 600 $347K
ELCO Management Co., LLC 0.15% Add +9.2% 595 $344K
North Dakota State Investment Board 0.01% Add +1.8% 579 $334K
111 Capital 0.06% New 576 $333K
Cresset Asset Management, LLC 0.00% Reduce -1.0% 574 $332K
RHS Financial, LLC 0.13% Reduce -35.0% 572 $330K
Sendero Wealth Management, LLC 0.03% No change 570 $329K
Sterling Capital Management LLC 0.01% Reduce -90.2% 570 $329K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -59.0% 563 $325K
Knollwood Investment Advisory, LLC 0.03% No change 556 $321K
HB Wealth Management, LLC 0.00% Reduce -18.2% 553 $319K
Penobscot Investment Management Company, Inc. 0.02% No change 550 $318K
IFP Advisors, Inc 0.01% Add +72.6% 547 $316K
STRS Ohio 0.00% Add +17.4% 547 $316K
Oak Associates Ltd. 0.02% New 546 $315K
Harbour Capital Advisors, LLC 0.06% New 576 $315K
Cambria Investment Management, L.P. 0.02% No change 542 $313K
Maridea Wealth Management LLC 0.03% New 538 $311K
Arkadios Wealth Advisors 0.00% Add +0.9% 533 $308K
Krilogy Financial LLC 0.01% Reduce -8.5% 528 $305K
Turner Financial Group, Inc. 0.30% — 526 $304K
Argent Trust Co 0.01% No change 525 $303K
Foundations Investment Advisors, LLC 0.00% New 521 $301K
MML Investors Services, LLC 0.00% Add +3.8% 521 $301K
Bull Harbor Capital LLC 0.06% Reduce -25.3% 516 $298K
Brendel Financial Advisors LLC 0.14% Add +0.2% 508 $293K
Optas, LLC 0.04% New 501 $289K
King Wealth Management Group 0.03% New 500 $289K
State of Wyoming 0.03% Add +195.9% 500 $289K
Crestwood Advisors Group, LLC 0.00% New 495 $286K
Ballentine Partners, LLC 0.00% New 492 $284K
Innealta Capital, LLC 0.15% New 476 $275K
Cary Street Partners Investment Advisory LLC 0.06% New 475 $274K
Interchange Capital Partners, LLC 0.05% New 475 $274K
Cornerstone Wealth Group, LLC 0.02% New 475 $274K
Segment Wealth Management, LLC 0.01% New 475 $274K
Truist Financial Corp. 0.00% New 474 $274K
Vigilare Wealth Management 0.08% New 474 $274K
Praxis Investment Management Inc. 0.01% New 473 $273K
Proficio Capital Partners LLC 0.01% New 464 $268K
Claro Advisors Inc. 0.03% New 460 $266K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 454 $262K
Florida Financial Advisors, LLC 0.04% New 451 $261K
River Street Advisors LLC 0.08% New 450 $260K
Exchange Traded Concepts, LLC 0.00% Add +14.7% 444 $256K
Harbor Investment Advisory, LLC 0.02% No change 428 $247K
TD Private Client Wealth LLC 0.00% Add +4130.0% 423 $244K
Virtue Capital Management, LLC 0.03% New 422 $244K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% New 420 $243K
Envestnet Portfolio Solutions, Inc. 0.00% New 419 $242K
Mission Wealth Management, LP 0.00% New 417 $241K
DRW Securities, LLC 0.01% New 414 $239K
Wealthfront Advisers LLC 0.00% New 414 $239K
NewEdge Wealth, LLC 0.00% New 411 $237K
Encompass More Asset Management 0.03% New 411 $237K
Novem Group 0.02% New 411 $237K
Profund Advisors LLC 0.01% New 410 $237K
Zacks Investment Management 0.00% New 404 $234K
Cypress Asset Management Inc. 0.04% New 400 $231K
Axxion S.A. 0.02% — 400 $231K
Clifford Swan Investment Counsel LLC 0.01% New 400 $231K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 400 $231K
Equitable Holdings, Inc. 0.00% New 400 $231K
Carr Financial Group Corp 0.05% New 394 $228K
Park Avenue Securities LLC 0.00% New 393 $227K
Teza Capital Management LLC 0.43% Reduce -30.9% 389 $225K
Badgley Phelps Wealth Managers, LLC 0.00% New 385 $223K
55 North Private Wealth, LLC 0.04% New 380 $219K
Rothschild Investment LLC 0.01% Reduce -16.0% 378 $218K
Harbour Investments, Inc. 0.00% Add +0.3% 376 $217K
Atlantic Union Bankshares Corp 0.00% New 375 $217K
Drucker Wealth 3.0, LLC 0.03% New 369 $213K
Glenmede Trust Co. NA 0.00% New 365 $211K
West Family Investments, Inc. 0.06% New 363 $210K
Commerce Bank 0.00% New 363 $210K
Sowell Financial Services LLC 0.01% New 357 $206K
Trust Point Inc. 0.02% New 354 $204K
VARCOV Co. 0.08% New 352 $203K
Beverly Hills Private Wealth, LLC 0.04% Reduce -64.4% 351 $203K
FSM Wealth Advisors, LLC 0.02% New 350 $202K
Parkside Financial Bank & Trust 0.01% Add +6.4% 349 $202K
Glenview Trust Co 0.00% New 349 $202K
Armistice Capital, LLC 0.01% New 348 $201K
GAMMA Investing LLC 0.01% Add +13.8% 346 $200K
Allworth Financial LP 0.00% Reduce -0.3% 333 $192K
EverSource Wealth Advisors, LLC 0.01% Reduce -27.2% 310 $179K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.30% New 300 $173K
Walleye Trading LLC 0.00% Reduce -7.2% 296 $171K
Parallel Advisors, LLC 0.00% Reduce -2.0% 290 $168K
Signaturefd, LLC 0.00% Add +18.0% 282 $163K
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -52.8% 269 $155K
Toronto Dominion Bank 0.00% New 247 $143K
Larson Financial Group LLC 0.00% Add +190.4% 241 $139K
UMB Bank, n.a. 0.00% Add +4.1% 228 $132K
Pflug Koory, LLC 0.05% No change 220 $127K
Cullen/Frost Bankers, Inc. 0.00% No change 208 $120K
Essential Partners LLC 0.05% Reduce -75.8% 198 $114K
AdvisorNet Financial, Inc 0.01% No change 188 $109K
Quarry LP 0.02% Reduce -42.4% 185 $107K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -27.1% 175 $101K
Webster Bank, N. A. 0.01% No change 150 $87K
Quent Capital, LLC 0.01% Reduce -0.7% 148 $86K
True Wealth Design, LLC 0.02% Add +6.8% 142 $82K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% No change 137 $79K
Huntington National Bank 0.00% Reduce -5.2% 127 $73K
Aster Capital Management (DIFC) Ltd 0.02% Add +1170.0% 127 $73K
Smartleaf Asset Management LLC 0.00% No change 124 $71K
Atlas Capital Advisors Inc. 0.01% Add +8.9% 122 $70K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 105 $61K
Measured Wealth Private Client Group, LLC 0.01% Reduce -10.5% 94 $54K
Montag A & Associates Inc. 0.00% No change 85 $49K
Provenance Wealth Advisors, LLC 0.00% No change 83 $48K
First Horizon Corp. 0.00% No change 75 $43K
Elevation Wealth Partners, LLC 0.01% Add +179.2% 67 $39K
Trust Co. of Toledo NA 0.00% New 66 $38K
Community Bank, N.A. 0.00% No change 65 $38K
Millstone Evans Group, LLC 0.02% No change 60 $35K
International Assets Investment Management, LLC 0.00% New 59 $33K
Nomura Asset Management Co. Ltd. 0.00% Reduce -54.8% 57 $33K
TD Waterhouse Canada Inc. 0.00% No change 58 $32K
Capital Advisors, Ltd. LLC 0.00% No change 54 $31K
Retirement Wealth Solutions LLC 0.02% No change 51 $29K
Centerpoint Advisors, LLC 0.01% Reduce -20.6% 50 $29K
Spire Wealth Management 0.00% New 50 $29K
Northwestern Mutual Wealth Management Co. 0.00% Add +53.1% 49 $28K
Covestor Ltd 0.01% Add +7.1% 45 $26K
Cary Street Partners Financial LLC 0.00% New 45 $26K
Cornerstone Planning Group LLC 0.00% Reduce -18.8% 52 $25K
Sachetta, LLC 0.01% Add +780.0% 44 $25K
YANKCOM Partnership 0.01% No change 40 $23K
Eurizon Capital SGR S.p.A. 0.00% No change 40 $23K
SJS Investment Consulting Inc. 0.00% No change 38 $22K
Kennebec Savings Bank 0.02% No change 37 $21K
CoreCap Advisors, LLC 0.00% Add +50.0% 36 $21K
Brown Brothers Harriman & Co. 0.00% No change 36 $21K
Cedar Mountain Advisors, LLC 0.00% No change 34 $20K
CVA Family Office, LLC 0.00% Add +83.3% 33 $19K
Strengthening Families & Communities, LLC 0.00% No change 32 $19K
National Bank of Canada 0.00% New 29 $17K
Silver Grove Financial Group, Inc. 0.01% New 27 $16K
Leonteq Securities AG 0.00% Reduce -62.0% 27 $16K
Assetmark, Inc. 0.00% Reduce -6.9% 27 $16K
Smithfield Trust Co 0.00% No change 26 $15K
JFS Wealth Advisors, LLC 0.00% No change 25 $14K
Tanglewood Legacy Advisors, LLC 0.00% New 25 $14K
WPG Advisers, LLC 0.01% No change 23 $13K
Ancora Advisors LLC 0.00% Reduce -92.4% 23 $13K
Wolff Wiese Magana LLC 0.01% No change 22 $13K
Private Wealth Management Group, LLC 0.00% No change 22 $13K
Fortitude Family Office, LLC 0.00% Add +22.2% 22 $13K
Wilmington Savings Fund Society, FSB 0.00% No change 22 $13K
Dogwood Wealth Management LLC 0.00% Add +61.5% 21 $12K
Signature Equity Partners, LLC 0.01% Add +375.0% 19 $11K
Fiduciary Financial Advisors 0.00% New 18 $10K
Private Wealth Asset Management, LLC 0.00% No change 17 $10K
St Germain D J Co. Inc. 0.00% No change 17 $10K
Trust Co. of Vermont 0.00% — 17 $10K
Farmers & Merchants Investments Inc. 0.00% No change 17 $10K
Owl Creek Wealth Partners LLC 0.00% No change 16 $9K
SBI Securities Co., Ltd. 0.00% No change 16 $9K
High Note Wealth, LLC 0.00% No change 14 $8K
Caitlin John, LLC 0.00% Reduce -18.8% 13 $8K
Keating Financial Advisory Services, Inc. 0.00% Add +30.0% 13 $8K
CENTRAL TRUST Co 0.00% No change 13 $8K
MassMutual Private Wealth & Trust, FSB 0.00% No change 12 $7K
Synergy Investment Management, LLC 0.00% New 15 $7K
CBIZ Investment Advisory Services, LLC 0.00% No change 17 $7K
PFS Partners, LLC 0.00% No change 11 $6K
Richardson Capital Management LLC 0.00% No change 11 $6K
MidFirst Bank 0.00% No change 11 $6K
Johnson Financial Group, Inc. 0.00% No change 10 $6K
Clearstead Trust, LLC 0.00% No change 10 $6K
United Financial Planning Group LLC 0.00% No change 9 $5K
Rialto Wealth Management, LLC 0.00% Add +60.0% 8 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 8 $5K
Clearstead Advisors, LLC 0.00% Add +33.3% 8 $5K
Whittier Trust Co. of Nevada Inc. 0.00% No change 8 $4K
HFM Investment Advisors, LLC 0.00% Add +250.0% 7 $4K
Raffa Wealth Management, LLC 0.00% Add +16.7% 7 $4K
Park Place Capital Corp 0.00% No change 6 $3K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +50.0% 6 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $3K
Creative Capital Management Investments LLC 0.00% New 5 $3K
First Command Advisory Services, Inc. 0.00% No change 5 $3K
Financial Network Wealth Advisors LLC 0.00% No change 4 $2K
Westside Investment Management, Inc. 0.00% No change 4 $2K
Private Trust Co. NA 0.00% No change 4 $2K
Bogart Wealth, LLC 0.00% Add +300.0% 4 $2K
Cromwell Holdings LLC 0.00% No change 3 $2K
Cornerstone Financial Management LLC 0.00% No change 3 $2K
Whipplewood Advisors, LLC 0.00% No change 3 $2K
Torren Management, LLC 0.00% No change 3 $2K
Marshall Investment Management, LLC 0.00% New 3 $2K
JPL Wealth Management, LLC 0.00% New 3 $2K
Basecamp Wealth Advisors LLC 0.00% No change 3 $2K
TFC Financial Management, Inc. 0.00% No change 3 $2K
Hughes Financial Services, LLC 0.00% Add +200.0% 3 $2K
SHP Wealth Management 0.00% Add +50.0% 3 $2K
Y.D. More Investments Ltd 0.00% Add +4.9% 707 $1K
Bell Investment Advisors, Inc 0.00% No change 2 $1K
SouthState Bank Corp 0.00% No change 2 $1K
Ameriflex Group, Inc. 0.00% New 2 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $1K
Mascoma Wealth Management LLC 0.00% New 2 $1K
LRI Investments, LLC 0.00% New 2 $1K
American Capital Advisory, LLC 0.00% New 1 $578
Physician Wealth Advisors, Inc. 0.00% No change 1 $578
Rossby Financial, LCC 0.00% No change 1 $578
Cassaday & Co Wealth Management LLC 0.00% No change 1 $578
DecisionPoint Financial, LLC 0.00% New 1 $560
Navigoe, LLC 0.00% New 1 $0

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