WatersWAT
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 770 institutions reported holding Waters Corp. (WAT) in their 13F filings, up 4 from Q1 2025. 73 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($2.3B) and Alliancebernstein L.P. ($1.4B). 7 famous investors held it, including Terry Smith (5.5% of Fundsmith's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Waters Corp.
- Sector
- Industrials
- CUSIP
- 941848103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $129.2M |
| Exits | 66 | $313.2M |
All 13F filers, Q1 2025 → Q2 2025: 3,840,410 shares bought and 3,098,140 shares sold, net +742,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 770 holders
| Vanguard Group Inc. | 0.04% | Add +1.9% | 7,410,763 | $2.6B |
| BlackRock, Inc. | 0.04% | Reduce -5.4% | 6,563,393 | $2.3B |
| Alliancebernstein L.P. | 0.46% | Add +31.0% | 4,021,358 | $1.4B |
| Fundsmith | 5.47% | Reduce -0.1% | 3,608,407 | $1.3B |
| State Street Corp. | 0.04% | Add +1.4% | 2,676,198 | $934.1M |
| Massachusetts Financial Services Co. | 0.21% | Reduce -9.8% | 1,863,970 | $650.6M |
| Bank of New York Mellon Corp | 0.12% | Reduce -2.8% | 1,761,252 | $614.7M |
| Geode Capital Management, LLC | 0.04% | Add +2.8% | 1,552,399 | $539.6M |
| Fundsmith Investment Services LTD. | 5.77% | Add +0.4% | 1,220,785 | $426.1M |
| Invesco Ltd. | 0.07% | Add +0.1% | 1,112,823 | $388.4M |
| Janus Henderson Group PLC | 0.16% | Add +0.6% | 906,481 | $316.4M |
| Morgan Stanley | 0.02% | Add +17.3% | 836,404 | $291.9M |
| Principal Financial Group Inc. | 0.15% | Add +11.5% | 822,838 | $287.2M |
| Ako Capital LLP | 3.47% | Reduce -11.3% | 787,346 | $274.8M |
| Norges Bank | 0.03% | Reduce -6.7% | 763,190 | $266.4M |
| Northern Trust Corp. | 0.03% | Reduce -3.5% | 713,811 | $249.1M |
| GUARDCAP ASSET MANAGEMENT Ltd | 4.71% | Reduce -1.6% | 688,009 | $240.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +13.7% | 603,483 | $210.6M |
| London Co. of Virginia | 1.15% | Reduce -2.8% | 580,436 | $202.6M |
| Findlay Park Partners LLP | 2.02% | Reduce -3.5% | 560,969 | $195.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +7.7% | 521,820 | $182.2M |
| Bank of America Corp. | 0.01% | Add +9.5% | 520,563 | $181.7M |
| Robeco Institutional Asset Management B.V. | 0.29% | Add +16.3% | 515,495 | $179.9M |
| Mawer Investment Management Ltd. | 0.84% | Reduce -7.2% | 476,561 | $166.3M |
| Champlain Investment Partners, LLC | 1.14% | Reduce -5.8% | 469,329 | $163.8M |
| Wellington Management Group LLP | 0.03% | Reduce -19.9% | 458,848 | $160.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.9% | 432,530 | $151.0M |
| Legal & General Group Plc | 0.04% | Reduce -5.6% | 416,417 | $145.3M |
| Artisan Partners Limited Partnership | 0.20% | Add +121.6% | 389,824 | $136.1M |
| Amundi | 0.04% | Add +20.1% | 341,671 | $120.2M |
| First Trust Advisors LP | 0.09% | Reduce -6.6% | 313,084 | $109.3M |
| Madison Asset Management, LLC | 1.18% | Add +0.9% | 312,259 | $109.0M |
| Boston Trust Walden Corp | 0.73% | Add +2.3% | 294,325 | $102.7M |
| Royal Bank of Canada | 0.02% | Add +30.6% | 294,157 | $102.7M |
| Marshall Wace, LLP | 0.12% | Reduce -17.8% | 288,011 | $100.5M |
| Jupiter Asset Management Ltd. | 0.84% | Add +307.6% | 287,316 | $100.3M |
| Thrivent Financial for Lutherans | 0.22% | Reduce -21.3% | 277,051 | $96.7M |
| Impax Asset Management Group plc | 0.55% | Reduce -35.4% | 274,368 | $95.8M |
| Deutsche Bank AG | 0.03% | Add +2.9% | 267,419 | $93.3M |
| HSBC Holdings PLC | 0.06% | Add +19.0% | 262,687 | $91.8M |
| Voya Investment Management LLC | 0.10% | Reduce -11.6% | 251,857 | $87.5M |
| Beck Mack & Oliver LLC | 1.66% | Reduce -0.3% | 249,188 | $87.0M |
| Fenimore Asset Management Inc | 1.70% | Add +4.0% | 243,780 | $85.1M |
| American Century Companies Inc. | 0.05% | Reduce -28.9% | 238,516 | $83.3M |
| Nuveen, LLC | 0.02% | Reduce -6.9% | 237,621 | $82.9M |
| TD Asset Management Inc | 0.07% | Reduce -4.0% | 222,034 | $77.5M |
| Barclays PLC | 0.03% | Add +62.1% | 216,533 | $75.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.9% | 215,349 | $75.2M |
| UBS Group AG | 0.02% | Add +14.8% | 210,976 | $73.6M |
| AQR Capital Management | 0.06% | Add +106.7% | 209,043 | $73.0M |
| Mackenzie Financial Corp. | 0.09% | Add +87.6% | 206,670 | $72.1M |
| Natixis Advisors, LLC | 0.11% | Add +16.9% | 202,192 | $70.6M |
| Robeco Schweiz AG | 1.49% | Add +30.1% | 185,460 | $64.7M |
| Newport Trust Company, LLC | 0.15% | Reduce -0.3% | 182,289 | $63.6M |
| Swiss National Bank | 0.04% | Add +7.5% | 180,100 | $62.9M |
| Pictet Asset Management Holding SA | 0.06% | Add +3.8% | 178,962 | $62.5M |
| Epoch Investment Partners, Inc. | 0.31% | Reduce -1.0% | 172,090 | $60.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -18.6% | 162,915 | $56.9M |
| C Partners Holding GmbH | 11.84% | Add +454.9% | 154,360 | $53.9M |
| Nordea Investment Management AB | 0.05% | Reduce -7.8% | 151,868 | $53.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +3.7% | 139,081 | $48.5M |
| Squarepoint Ops LLC | 0.10% | Add +309.1% | 129,501 | $45.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.0% | 126,070 | $44.0M |
| Rhumbline Advisers | 0.04% | Reduce -0.3% | 125,159 | $43.7M |
| State Farm Mutual Automobile Insurance Co. | 0.04% | No change | 121,095 | $42.3M |
| Man Group plc | 0.09% | Add +94.5% | 113,762 | $39.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +6.1% | 111,572 | $38.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.3% | 111,298 | $38.8M |
| Franklin Resources Inc. | 0.01% | Reduce -2.4% | 110,349 | $38.5M |
| BNP Paribas Financial Markets | 0.03% | Reduce -19.9% | 106,149 | $37.1M |
| California Public Employees Retirement System | 0.02% | Add +4.7% | 105,868 | $37.0M |
| National Pension Service | 0.03% | Reduce -0.1% | 105,502 | $36.8M |
| FMR LLC | 0.00% | Add +14.1% | 105,320 | $36.8M |
| Schaper Benz & Wise Investment Counsel Inc. | 2.80% | Reduce -0.3% | 104,533 | $36.5M |
| BLI - Banque de Luxembourg Investments | 1.03% | Reduce -19.4% | 102,500 | $36.1M |
| California State Teachers Retirement System | 0.04% | Add +3.3% | 92,734 | $32.4M |
| SG Americas Securities, LLC | 0.14% | Add +226.2% | 91,915 | $32.1M |
| Qube Research & Technologies Ltd | 0.04% | New | 91,601 | $32.0M |
| Captrust Financial Advisors | 0.07% | Reduce -0.5% | 86,291 | $30.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.85% | Reduce -14.2% | 86,073 | $30.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.1% | 86,012 | $30.0M |
| Jain Global LLC | 0.49% | New | 85,698 | $29.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -3.9% | 82,279 | $28.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +14.3% | 79,146 | $27.6M |
| Wells Fargo & Company | 0.01% | Add +2.6% | 78,090 | $27.3M |
| Aberdeen Group plc | 0.05% | Add +13.9% | 76,819 | $26.8M |
| Bank of Montreal | 0.01% | Reduce -14.6% | 76,075 | $26.6M |
| Sone Capital Management, LLC | 2.41% | New | 74,953 | $26.2M |
| Sei Investments Co. | 0.03% | Add +25.1% | 72,356 | $25.3M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +17.1% | 69,806 | $24.4M |
| Tidal Investments LLC | 0.15% | Add +10.3% | 66,069 | $23.1M |
| Smith Group Asset Management, LLC | 1.48% | Add +2.0% | 64,548 | $22.5M |
| Woodline Partners LP | 0.11% | Reduce -18.7% | 61,411 | $21.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +2.2% | 58,553 | $20.4M |
| Ensign Peak Advisors, Inc | 0.03% | Add +0.7% | 57,842 | $20.2M |
| DekaBank Deutsche Girozentrale | 0.04% | Reduce -25.7% | 56,576 | $19.8M |
| Caisse de depot et placement du Quebec | 0.04% | Add +666.8% | 56,802 | $19.8M |
| Citigroup Inc. | 0.01% | Reduce -21.2% | 56,496 | $19.7M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +1.0% | 56,432 | $19.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +51.1% | 55,647 | $19.4M |
| Millennium Management | 0.02% | Add +545.8% | 51,038 | $17.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +50.9% | 50,408 | $17.6M |
| New York State Teachers Retirement System | 0.04% | Add +0.0% | 50,021 | $17.5M |
| Neuberger Berman Group LLC | 0.01% | Add +5.9% | 49,918 | $17.4M |
| Glenmede Investment Management, LP | 0.09% | — | 49,118 | $17.1M |
| Primecap Management Co. | 0.01% | Reduce -28.8% | 49,047 | $17.1M |
| New York State Common Retirement Fund | 0.02% | Add +1.9% | 48,819 | $17.0M |
| Pinebridge Investments, L.P. | 0.13% | Add +34.0% | 48,673 | $17.0M |
| Hutchinson Capital Management | 3.09% | Reduce -1.4% | 48,496 | $16.9M |
| Hikari Power Ltd | 1.38% | No change | 47,630 | $16.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -4.4% | 47,067 | $16.4M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -1.5% | 45,770 | $16.0M |
| Aviva PLC | 0.03% | Reduce -62.2% | 44,321 | $15.5M |
| APG Asset Management N.V. | 0.05% | Add +2.2% | 51,921 | $15.4M |
| Northwest & Ethical Investments L.P. | 0.38% | Reduce -22.3% | 44,228 | $15.4M |
| Jensen Investment Management Inc. | 0.18% | Reduce -0.9% | 43,936 | $15.3M |
| Assenagon Asset Management S.A. | 0.02% | Add +6.4% | 43,316 | $15.1M |
| PFM Health Sciences, LP | 1.34% | Reduce -16.9% | 43,089 | $15.0M |
| Jane Street Group, LLC | 0.02% | Add +271.8% | 42,809 | $14.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Reduce -10.7% | 42,071 | $14.7M |
| Prudential Financial Inc. | 0.02% | Add +7.7% | 41,795 | $14.6M |
| Swedbank AB | 0.02% | Add +25.8% | 40,526 | $14.1M |
| Quilter Plc | 0.26% | Reduce -1.7% | 40,091 | $14.0M |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 39,813 | $13.9M |
| Gotham Asset Management | 0.08% | Reduce -15.0% | 39,367 | $13.7M |
| Two Sigma Investments, LP | 0.03% | Reduce -57.9% | 39,314 | $13.7M |
| National Bank of Canada | 0.01% | Add +55.2% | 38,028 | $13.3M |
| Motley Fool Asset Management LLC | 0.61% | Reduce -4.3% | 37,942 | $13.2M |
| C WorldWide Group Holding A/S | 0.18% | Reduce -1.1% | 37,085 | $12.9M |
| State of Wisconsin Investment Board | 0.03% | Add +9.1% | 36,271 | $12.7M |
| Handelsbanken Fonder AB | 0.04% | Reduce -11.1% | 33,621 | $11.7M |
| Baird Financial Group, Inc. | 0.02% | Reduce -7.1% | 33,567 | $11.7M |
| Quantinno Capital Management LP | 0.05% | Reduce -22.0% | 33,343 | $11.6M |
| Public Employees Retirement System of Ohio | 0.04% | Add +1.3% | 33,341 | $11.6M |
| Logan Capital Management Inc. | 0.54% | Reduce -7.3% | 33,144 | $11.6M |
| Willis Investment Counsel | 0.66% | Add +1.1% | 32,205 | $11.2M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +36.8% | 32,047 | $11.2M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +0.9% | 31,822 | $11.1M |
| Harvey Investment Co. LLC | 1.22% | Add +1.1% | 31,742 | $11.1M |
| Parthenon LLC | 1.27% | Reduce -2.6% | 31,731 | $11.1M |
| Motley Fool Wealth Management, LLC | 0.66% | Reduce -10.4% | 31,337 | $10.9M |
| LPL Financial LLC | 0.00% | Add +21.6% | 30,562 | $10.7M |
| Segall Bryant & Hamill, LLC | 0.15% | Reduce -11.4% | 30,442 | $10.6M |
| Toronto Dominion Bank | 0.02% | Add +12.0% | 30,210 | $10.5M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -45.6% | 29,465 | $10.3M |
| Jefferies Financial Group Inc. | 0.17% | Add +2.8% | 28,879 | $10.1M |
| Korea Investment CORP | 0.02% | Add +43.2% | 28,518 | $10.0M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -3.1% | 28,383 | $9.9M |
| Treasurer of the State of North Carolina | 0.03% | Add +3.1% | 27,815 | $9.7M |
| Panagora Asset Management Inc. | 0.04% | Reduce -2.7% | 27,322 | $9.5M |
| Independent Investors Inc. | 2.00% | Reduce -17.3% | 26,267 | $9.2M |
| Asset Management One Co., Ltd. | 0.03% | Add +2.2% | 25,549 | $8.9M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -5.2% | 25,453 | $8.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -5.0% | 24,631 | $8.6M |
| Stifel Financial Corp. | 0.01% | Reduce -1.0% | 24,418 | $8.5M |
| Baldwin Wealth Partners LLC | 0.58% | Reduce -4.6% | 24,332 | $8.5M |
| FIL Ltd | 0.01% | Reduce -68.0% | 24,186 | $8.4M |
| Evelyn Partners Asset Management Ltd | 2.13% | Add +0.4% | 24,117 | $8.4M |
| GHP Investment Advisors, Inc. | 0.37% | Add +1.4% | 23,818 | $8.3M |
| Cambiar Investors LLC | 0.35% | Reduce -6.5% | 23,761 | $8.3M |
| Danske Bank A/S | 0.02% | Add +11.0% | 23,398 | $8.2M |
| Hikari Tsushin, Inc. | 0.57% | No change | 22,997 | $8.0M |
| Mn Services Vermogensbeheer B.V. | 0.06% | Add +7.0% | 22,933 | $8.0M |
| KLP Kapitalforvaltning As | 0.03% | Add +11.8% | 22,692 | $7.9M |
| Prudential PLC | 0.05% | Reduce -10.3% | 22,179 | $7.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +3.0% | 22,150 | $7.7M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -7.3% | 21,208 | $7.4M |
| Nuance Investments, LLC | 0.57% | New | 21,032 | $7.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -41.3% | 20,976 | $7.3M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +6.9% | 20,509 | $7.2M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +0.1% | 19,575 | $6.8M |
| Investment Management Corp of Ontario | 0.10% | Reduce -1.5% | 19,415 | $6.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Reduce -0.7% | 19,341 | $6.8M |
| Sivik Global Healthcare LLC | 2.81% | Add +5.9% | 18,000 | $6.3M |
| USS Investment Management Ltd | 0.04% | Reduce -12.4% | 17,949 | $6.3M |
| Headinvest, LLC | 1.32% | Reduce -13.7% | 17,773 | $6.2M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +4.2% | 17,407 | $6.1M |
| Arizona State Retirement System | 0.04% | Add +1.3% | 17,390 | $6.1M |
| State of Michigan Retirement System | 0.03% | Add +1.8% | 16,897 | $5.9M |
| LGT Group Foundation | 0.07% | Add +3.9% | 16,822 | $5.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Add +13.5% | 16,813 | $5.9M |
| Schroder Investment Management Group | 0.00% | Reduce -0.4% | 16,598 | $5.8M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.3% | 16,582 | $5.8M |
| Macquarie Group Ltd. | 0.01% | Reduce -18.3% | 16,473 | $5.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -9.8% | 15,943 | $5.6M |
| AXA S.A. | 0.02% | Add +432.4% | 15,776 | $5.5M |
| ASR Vermogensbeheer N.V. | 0.07% | Reduce -0.4% | 15,588 | $5.4M |
| Evelyn Partners Investment Management Services Ltd | 0.81% | Add +2.8% | 15,408 | $5.4M |
| MML Investors Services, LLC | 0.02% | Add +6.0% | 15,287 | $5.3M |
| Trexquant Investment LP | 0.06% | Reduce -27.6% | 15,267 | $5.3M |
| Fieldview Capital Management, LLC | 0.80% | Reduce -15.0% | 15,067 | $5.3M |
| Integral Health Asset Management, LLC | 0.49% | Reduce -25.0% | 15,000 | $5.2M |
| State of Tennessee, Department of Treasury | 0.02% | Add +7.2% | 14,768 | $5.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +7.5% | 14,595 | $5.1M |
| Czech National Bank | 0.04% | Add +6.7% | 14,546 | $5.1M |
| Investment House LLC | 0.26% | Reduce -0.9% | 14,454 | $5.0M |
| Capital Investment Counsel, LLC | 0.77% | Reduce -3.0% | 14,146 | $4.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.3% | 14,045 | $4.9M |
| Baron Capital (BAMCO) | 0.01% | Add +16.7% | 14,000 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Add +118.8% | 13,688 | $4.8M |
| Daiwa Securities Group Inc. | 0.02% | Add +11.9% | 13,601 | $4.7M |
| Swiss Life Asset Management Ltd | 0.03% | Add +56.8% | 13,429 | $4.7M |
| Van Eck Associates Corp. | 0.01% | Reduce -57.8% | 13,335 | $4.7M |
| Forsta Ap-Fonden | 0.03% | No change | 13,100 | $4.6M |
| KBC Group NV | 0.01% | Add +23.3% | 12,783 | $4.5M |
| Retirement Systems of Alabama | 0.02% | Add +0.1% | 12,769 | $4.5M |
| Cerity Partners LLC | 0.01% | Reduce -8.8% | 12,730 | $4.4M |
| Eos Management, L.P. | 1.93% | Reduce -16.3% | 12,699 | $4.4M |
| S&co Inc. | 0.28% | Add +1.0% | 12,584 | $4.4M |
| Amalgamated Bank | 0.03% | Add +2.4% | 12,561 | $4.4M |
| Guardian Capital LP | 0.15% | Add +0.8% | 12,405 | $4.3M |
| Xponance LLC | 0.03% | Add +1.9% | 11,870 | $4.1M |
| Commerce Bank | 0.02% | Add +6.0% | 11,770 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.2% | 11,365 | $4.0M |
| Leavell Investment Management, Inc. | 0.18% | Add +0.1% | 11,378 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.8% | 11,288 | $3.9M |
| IFM Investors Pty Ltd | 0.04% | Reduce -0.2% | 11,260 | $3.9M |
| DNB Asset Management AS | 0.02% | Add +7.3% | 11,016 | $3.8M |
| Wesleyan Assurance Society | 0.25% | No change | 11,000 | $3.8M |
| ProShare Advisors LLC | 0.01% | Add +12.8% | 10,621 | $3.7M |
| Lawson Kroeker Investment Management Inc. | 0.69% | Add +1.1% | 10,616 | $3.7M |
| Andra AP-fonden | 0.05% | Reduce -65.2% | 10,145 | $3.5M |
| Creative Planning | 0.00% | Add +8.8% | 10,069 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.2% | 10,014 | $3.5M |
| Campbell & CO Investment Adviser LLC | 0.22% | New | 9,963 | $3.5M |
| Canada Pension Plan Investment Board | 0.00% | Add +444.4% | 9,853 | $3.4M |
| Comerica Bank | 0.01% | Add +2.9% | 9,832 | $3.4M |
| Utah Retirement Systems | 0.04% | No change | 9,788 | $3.4M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.18% | Reduce -2.1% | 9,725 | $3.4M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +16.9% | 9,477 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -13.6% | 9,402 | $3.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -17.6% | 9,360 | $3.3M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -14.9% | 9,301 | $3.2M |
| Ethic Inc. | 0.06% | Add +10.5% | 9,175 | $3.2M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +6.4% | 9,104 | $3.2M |
| Meridian Wealth Management, LLC | 0.13% | Reduce -0.1% | 9,041 | $3.2M |
| Teacher Retirement System of Texas | 0.01% | Add +4.1% | 9,035 | $3.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 8,923 | $3.1M |
| New York Life Investment Management LLC | 0.03% | Add +0.7% | 8,916 | $3.1M |
| Mountain Pacific Investment Advisers LLC | 0.23% | Reduce -12.7% | 8,891 | $3.1M |
| Linscomb Wealth, Inc. | 0.14% | Add +4.9% | 8,737 | $3.0M |
| CIBC Asset Management Inc | 0.01% | Reduce -5.3% | 8,589 | $3.0M |
| Verition Fund Management LLC | 0.02% | Add +268.4% | 8,524 | $3.0M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -16.8% | 8,499 | $3.0M |
| Nichols & Pratt Advisers LLP | 0.19% | Reduce -3.3% | 8,242 | $2.9M |
| Armstrong Henry H Associates Inc. | 0.27% | Reduce -37.8% | 8,157 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +2.3% | 8,156 | $2.8M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -18.7% | 8,036 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +12.6% | 8,021 | $2.8M |
| Focus Partners Wealth | 0.01% | Add +5.1% | 7,919 | $2.8M |
| JPL Wealth Management, LLC | 0.75% | Add +1.4% | 7,917 | $2.8M |
| Lafayette Investments, Inc. | 0.55% | Reduce -5.5% | 7,842 | $2.7M |
| CI Investments Inc. | 0.01% | Reduce -16.6% | 7,773 | $2.7M |
| Employees Retirement System of Texas | 0.03% | New | 7,750 | $2.7M |
| Formuepleje A/S | 0.15% | No change | 7,294 | $2.7M |
| TD Waterhouse Canada Inc. | 0.02% | Add +9.4% | 7,512 | $2.7M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -9.4% | 7,650 | $2.7M |
| Kintegral Advisory, LLC | 0.24% | Reduce -0.1% | 7,634 | $2.7M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -0.6% | 7,620 | $2.7M |
| Argyle Capital Management, LLC | 0.96% | Reduce -2.6% | 7,550 | $2.6M |
| PDT Partners, LLC | 0.15% | Add +15.9% | 7,535 | $2.6M |
| Cibc World Markets Corp. | 0.02% | Add +4.5% | 7,488 | $2.6M |
| Mariner, LLC | 0.00% | Add +10.3% | 7,367 | $2.6M |
| Glenview Trust Co | 0.04% | Reduce -0.0% | 7,337 | $2.6M |
| Aviso Financial Inc. | 0.11% | Add +12.3% | 7,219 | $2.5M |
| Centiva Capital, LP | 0.17% | New | 7,165 | $2.5M |
| Peak Financial Advisors LLC | 1.27% | Reduce -14.6% | 7,079 | $2.5M |
| Oddo BHF Asset Management Sas | 0.09% | Reduce -6.6% | 7,045 | $2.5M |
| UniSuper Management Pty Ltd | 0.02% | Add +3.1% | 7,004 | $2.4M |
| Hunter Perkins Capital Management, LLC | 0.58% | Add +0.5% | 7,002 | $2.4M |
| Gabelli Funds LLC | 0.02% | Reduce -2.8% | 6,850 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -1.2% | 6,814 | $2.4M |
| World Investment Advisors | 0.05% | Reduce -0.1% | 6,731 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.8% | 6,728 | $2.3M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -3.8% | 6,685 | $2.3M |
| Storebrand Asset Management As | 0.01% | Add +0.9% | 6,668 | $2.3M |
| Cannell & Spears LLC | 0.05% | Reduce -2.1% | 6,499 | $2.3M |
| OP Asset Management Ltd | 0.03% | Add +2.7% | 6,385 | $2.2M |
| Westpac Banking Corp. | 0.15% | Reduce -0.3% | 6,375 | $2.2M |
| Vestcor Inc | 0.07% | Add +10.2% | 6,339 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +8.7% | 6,340 | $2.2M |
| Tikehau Investment Management | 3.45% | Reduce -4.6% | 6,337 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.5% | 6,314 | $2.2M |
| Rafferty Asset Management, LLC | 0.01% | Add +14.6% | 6,300 | $2.2M |
| Bank of Nova Scotia | 0.00% | Add +0.3% | 6,223 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | Add +47.1% | 6,180 | $2.2M |
| Perbak Capital Partners LLP | 0.48% | Add +793.0% | 6,099 | $2.1M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -1.9% | 5,964 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -0.7% | 5,950 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -11.2% | 5,903 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +3.4% | 5,810 | $2.0M |
| Dynamic Technology Lab Private Ltd | 0.27% | New | 5,770 | $2.0M |
| Candriam S.C.A. | 0.01% | Add +5.5% | 5,694 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +11.7% | 5,589 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Add +40.9% | 5,547 | $1.9M |
| Commerzbank Aktiengesellschaft | 0.04% | Add +6.1% | 5,496 | $1.9M |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 5,494 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +16.8% | 5,399 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +12.5% | 5,369 | $1.9M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -0.5% | 5,357 | $1.9M |
| Metis Global Partners, LLC | 0.05% | Reduce -6.8% | 5,357 | $1.9M |
| Cibc World Market Inc. | 0.00% | Reduce -8.2% | 5,329 | $1.9M |
| Figure 8 Investment Strategies LLC | 1.81% | Reduce -26.6% | 5,322 | $1.9M |
| Parsons Capital Management Inc. | 0.11% | No change | 5,272 | $1.8M |
| Shell Asset Management Co. | 0.06% | Add +107.3% | 5,247 | $1.8M |
| STRS Ohio | 0.01% | Add +84.4% | 5,228 | $1.8M |
| North Star Asset Management Inc. | 0.08% | No change | 5,175 | $1.8M |
| Tredje AP-fonden | 0.01% | Add +12.0% | 5,158 | $1.8M |
| Signal Advisors Wealth, LLC | 0.14% | Reduce -16.7% | 5,128 | $1.8M |
| Foguth Wealth Management, LLC. | 0.38% | No change | 5,114 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 5,095 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.3% | 5,088 | $1.8M |
| SummitTX Capital, L.P. | 0.08% | Add +3.8% | 4,927 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.7% | 4,896 | $1.7M |
| Liontrust Investment Partners LLP | 0.02% | No change | 4,890 | $1.7M |
| Erste Asset Management GmbH | 0.01% | Add +0.0% | 4,700 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +1.7% | 4,654 | $1.6M |
| Public Sector Pension Investment Board | 0.01% | Reduce -43.0% | 4,621 | $1.6M |
| FORA Capital, LLC | 0.18% | New | 4,589 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +5.3% | 4,568 | $1.6M |
| HM Payson & Co. | 0.02% | Reduce -1.6% | 4,510 | $1.6M |
| Kensington Investment Counsel, LLC | 0.67% | Reduce -0.7% | 4,465 | $1.6M |
| Oak Thistle LLC | 0.23% | New | 4,381 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -14.4% | 4,327 | $1.5M |
| Avanza Fonder AB | 0.04% | No change | 4,311 | $1.5M |
| one8zero8, LLC | 0.35% | Reduce -1.3% | 4,203 | $1.5M |
| Mizuho Securities USA LLC | 0.03% | — | 4,113 | $1.4M |
| Virtus Investment Advisers, LLC | 0.48% | New | 4,101 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Add +101.4% | 4,088 | $1.4M |
| Highline Wealth Partners LLC | 0.41% | Reduce -0.1% | 4,000 | $1.4M |
| Burney Co./ | 0.05% | No change | 3,974 | $1.4M |
| Bessemer Group Inc. | 0.00% | Reduce -33.8% | 3,933 | $1.4M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.04% | New | 3,913 | $1.4M |
| Generali Asset Management SPA SGR | 0.03% | Reduce -61.9% | 3,895 | $1.4M |
| NEOS Investment Management LLC | 0.02% | Add +5.7% | 3,844 | $1.3M |
| AG2R La Mondiale Gestion D'actifs | 0.07% | Add +27.0% | 3,835 | $1.3M |
| LaFleur & Godfrey LLC | 0.17% | Reduce -3.3% | 3,814 | $1.3M |
| Kentucky Retirement Systems | 0.04% | Reduce -6.1% | 3,776 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -9.1% | 3,757 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | Add +10.3% | 3,755 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -4.0% | 3,745 | $1.3M |
| Welch & Forbes LLC | 0.02% | Reduce -1.7% | 3,738 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.4% | 3,580 | $1.2M |
| iSAM Funds (UK) Ltd | 0.27% | Add +283.5% | 3,563 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -77.3% | 3,447 | $1.2M |
| GAM Holding AG | 0.08% | Reduce -4.9% | 3,310 | $1.2M |
| Fulton Bank, N.A. | 0.04% | Reduce -0.7% | 3,262 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 3,237 | $1.1M |
| Lederer & Associates Investment Counsel | 0.74% | Add +1.7% | 3,210 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.0% | 3,200 | $1.1M |
| Mather Group, Llc. | 0.01% | Reduce -2.5% | 3,188 | $1.1M |
| Norinchukin Bank, The | 0.02% | Add +4.0% | 3,169 | $1.1M |
| Montanova Capital, LLC | 0.04% | No change | 3,150 | $1.1M |
| Millstone Evans Group, LLC | 0.74% | No change | 3,107 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.1% | 3,100 | $1.1M |
| LBP Am SA | 0.02% | Reduce -44.9% | 3,081 | $1.1M |
| RFG - Bristol Wealth Advisors, LLC | 0.33% | Reduce -18.1% | 3,061 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -6.1% | 3,061 | $1.1M |
| Mission Wealth Management, LP | 0.02% | Add +0.6% | 3,060 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +21.9% | 3,050 | $1.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +24.8% | 3,027 | $1.1M |
| Tema ETFs LLC | 0.28% | Add +7.4% | 3,024 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -8.5% | 2,983 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Add +8.0% | 2,983 | $1.0M |
| Ossiam | 0.01% | Add +3.5% | 2,943 | $1.0M |
| Inceptionr LLC | 0.24% | New | 2,917 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | Add +5.0% | 2,894 | $1.0M |
| &partners | 0.01% | Add +7.9% | 2,894 | $1.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -41.7% | 2,879 | $1.0M |
| Atom Investors LP | 0.09% | New | 2,837 | $990K |
| Diversified Trust Co. | 0.02% | Reduce -3.8% | 2,811 | $981K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.8% | 2,791 | $974K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.9% | 2,784 | $972K |
| Becker Capital Management Inc. | 0.03% | No change | 2,750 | $960K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +37.7% | 2,741 | $957K |
| New Mexico Educational Retirement Board | 0.03% | No change | 2,740 | $956K |
| Park Avenue Securities LLC | 0.01% | New | 2,725 | $951K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -3.1% | 2,622 | $936K |
| US Bancorp \de | 0.00% | Add +13.1% | 2,681 | $936K |
| Sierra Legacy Group | 0.72% | Reduce -0.4% | 2,642 | $922K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -12.3% | 2,622 | $915K |
| Tiaa Trust, National Association | 0.00% | Add +161.6% | 2,598 | $907K |
| Cwm, LLC | 0.00% | Add +27.3% | 2,585 | $902K |
| Aberdeen Wealth Management LLC | 0.59% | No change | 2,562 | $894K |
| Quadrant Capital Group LLC | 0.03% | Add +15.3% | 2,551 | $890K |
| Fifth Third Bancorp | 0.00% | Add +11.2% | 2,528 | $882K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 2,524 | $881K |
| EFG Asset Management (North America) Corp. | 0.12% | Reduce -35.3% | 2,499 | $873K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.7% | 2,466 | $861K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.2% | 2,412 | $842K |
| Trust Co. of Vermont | 0.04% | No change | 2,412 | $842K |
| Forte Capital LLC | 0.09% | Add +23.0% | 2,377 | $830K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +235.2% | 2,373 | $828K |
| MainStreet Investment Advisors LLC | 0.11% | Reduce -28.3% | 2,359 | $823K |
| Susquehanna Fundamental Investments, LLC | 0.02% | No change | 2,300 | $803K |
| Great Diamond Partners, LLC | 0.17% | New | 2,295 | $801K |
| Grandfield & Dodd, LLC | 0.05% | No change | 2,295 | $801K |
| Waverly Advisors, LLC | 0.01% | Reduce -2.2% | 2,278 | $795K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -13.7% | 2,262 | $790K |
| QRG Capital Management, Inc. | 0.01% | Add +37.1% | 2,251 | $786K |
| Mengis Capital Management, Inc. | 0.17% | Reduce -62.5% | 2,250 | $785K |
| Horizon Investments, LLC | 0.01% | Add +163.2% | 2,242 | $783K |
| Stock Yards Bank & Trust Co. | 0.03% | Add +2.5% | 2,226 | $777K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Reduce -84.8% | 2,223 | $776K |
| Lido Advisors, LLC | 0.00% | Add +25.6% | 2,187 | $763K |
| Natixis | 0.00% | Add +66.4% | 2,178 | $760K |
| Lecap Asset Management Ltd. | 0.27% | New | 2,177 | $760K |
| Ballentine Partners, LLC | 0.01% | Reduce -4.0% | 2,159 | $754K |
| Bank of Stockton | 0.22% | Reduce -5.0% | 2,155 | $752K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 2,122 | $741K |
| CW Advisors, LLC | 0.01% | Add +2.0% | 2,112 | $737K |
| Empirical Finance, LLC | 0.04% | Add +0.8% | 2,092 | $730K |
| Gateway Investment Advisers LLC | 0.01% | Add +3.0% | 2,085 | $728K |
| Assetmark, Inc. | 0.00% | Add +34.9% | 2,084 | $727K |
| Avantax Advisory Services, Inc. | 0.00% | Add +56.6% | 2,060 | $719K |
| Trillium Asset Management, LLC | 0.02% | No change | 2,054 | $717K |
| Absher Wealth Management, LLC | 0.09% | Reduce -2.1% | 2,035 | $710K |
| S-Bank Fund Management Ltd | 0.10% | Reduce -4.6% | 1,976 | $690K |
| Vega Investment Solutions | 0.16% | Add +17.0% | 1,949 | $680K |
| Sterling Capital Management LLC | 0.01% | Add +38.4% | 1,939 | $677K |
| Global Retirement Partners, LLC | 0.02% | — | 1,933 | $675K |
| Atria Investments, Inc | 0.01% | Reduce -37.5% | 1,923 | $671K |
| Keybank National Association | 0.00% | Reduce -0.1% | 1,910 | $667K |
| Bokf, NA | 0.01% | No change | 1,890 | $660K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.4% | 1,881 | $658K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -1.8% | 1,805 | $632K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -1.4% | 1,800 | $628K |
| V-Square Quantitative Management LLC | 0.08% | Add +5.3% | 1,752 | $612K |
| Vident Advisory, LLC | 0.01% | Add +8.3% | 1,740 | $607K |
| Sheets Smith Wealth Management | 0.07% | No change | 1,728 | $603K |
| GAMMA Investing LLC | 0.04% | Reduce -4.4% | 1,718 | $600K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | Reduce -35.8% | 1,718 | $600K |
| Guardian Partners Inc. | 0.05% | Reduce -13.2% | 1,710 | $597K |
| Capstone Investment Advisors, LLC | 0.01% | New | 1,698 | $593K |
| Raiffeisen Bank International AG | 0.01% | New | 1,690 | $592K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -0.3% | 1,688 | $589K |
| O'ROURKE & COMPANY, Inc | 0.27% | No change | 1,670 | $583K |
| Praxis Investment Management Inc. | 0.04% | No change | 1,646 | $575K |
| Hyperion Capital Advisors LP | 0.36% | Reduce -33.9% | 1,634 | $570K |
| Charter Research & Investment Group, Inc. | 0.42% | No change | 1,630 | $569K |
| Scissortail Wealth Management, LLC | 0.14% | No change | 1,630 | $569K |
| Wahed Invest LLC | 0.09% | New | 1,618 | $565K |
| Oak Ridge Investments LLC | 0.04% | Add +0.3% | 1,610 | $562K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -6.5% | 1,602 | $559K |
| Investment Advisory Group, LLC | 0.17% | Add +0.1% | 1,602 | $559K |
| Principal Securities, Inc. | 0.01% | Add +12.5% | 1,598 | $558K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 1,594 | $556K |
| Advisory Alpha, LLC | 0.02% | Add +36.7% | 1,591 | $555K |
| Cinctive Capital Management LP | 0.03% | Reduce -89.8% | 1,590 | $555K |
| Banco Santander, S.A. | 0.01% | Add +3.9% | 1,590 | $555K |
| Compound Planning, Inc. | 0.02% | Add +5.5% | 1,585 | $553K |
| Greenleaf Trust | 0.00% | Reduce -4.3% | 1,582 | $552K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 1,528 | $533K |
| Applied Finance Capital Management, LLC | 0.04% | Reduce -9.3% | 1,521 | $531K |
| Huntington National Bank | 0.00% | Add +2.9% | 1,511 | $527K |
| R Squared Ltd | 0.29% | New | 1,497 | $523K |
| Farringdon Capital, Ltd. | 0.17% | New | 1,478 | $516K |
| MAI Capital Management | 0.00% | Add +1.8% | 1,465 | $511K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -0.7% | 1,457 | $509K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.6% | 1,450 | $506K |
| Brown, Lisle/Cummings, Inc. | 0.13% | Reduce -4.3% | 1,445 | $504K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -44.4% | 1,445 | $504K |
| Callan Family Office, LLC | 0.02% | Add +152.0% | 1,444 | $504K |
| PFG Investments, LLC | 0.03% | Add +4.4% | 1,433 | $500K |
| Brighton Jones LLC | 0.01% | Add +10.3% | 1,429 | $499K |
| Atlas Brown,Inc. | 0.16% | Reduce -0.6% | 1,413 | $493K |
| Empowered Funds, LLC | 0.01% | Add +23.2% | 1,387 | $484K |
| Natural Investments, LLC | 0.12% | Add +2.5% | 1,369 | $477K |
| Brave Asset Management Inc. | 0.13% | No change | 1,366 | $477K |
| Guggenheim Capital LLC | 0.00% | Add +7.9% | 1,336 | $466K |
| First Financial Bank - Trust Division | 0.04% | No change | 1,330 | $464K |
| Mufg Securities Americas Inc. | 0.04% | Add +25.4% | 1,319 | $460K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 1,313 | $458K |
| Argent Trust Co | 0.02% | Add +2.3% | 1,311 | $458K |
| Integrated Wealth Concepts LLC | 0.00% | Add +25.1% | 1,311 | $458K |
| MeadowBrook Investment Advisors LLC | 0.41% | Reduce -1.7% | 1,306 | $456K |
| Merit Financial Group, LLC | 0.01% | New | 1,303 | $455K |
| Beaton Management Co. Inc. | 0.22% | Reduce -7.1% | 1,302 | $454K |
| Ingalls & Snyder LLC | 0.02% | No change | 1,290 | $450K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | No change | 1,289 | $450K |
| Kuhn & Co Investment Counsel | 0.34% | Reduce -2.3% | 1,282 | $447K |
| Savant Capital, LLC | 0.00% | Add +3.5% | 1,282 | $447K |
| Eads & Heald Wealth Management | 0.22% | Add +4.0% | 1,282 | $447K |
| APG Asset Management US Inc. | 0.00% | No change | 1,227 | $438K |
| Avalon Trust Co | 0.03% | No change | 1,245 | $435K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +8.8% | 1,225 | $428K |
| Compass Ion Advisors, LLC | 0.05% | No change | 1,219 | $425K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -64.7% | 1,216 | $424K |
| Ransom Advisory, Ltd | 0.20% | No change | 1,200 | $419K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -15.6% | 1,185 | $414K |
| Phoenix Financial Ltd. | 0.01% | Reduce -1.7% | 1,185 | $413K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +0.4% | 1,180 | $412K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -3.8% | 1,166 | $407K |
| Johnson Investment Counsel Inc. | 0.00% | Add +6.2% | 1,155 | $403K |
| D. E. Shaw & Co. | 0.00% | Reduce -67.8% | 1,143 | $399K |
| Arjuna Capital | 0.10% | Reduce -2.4% | 1,139 | $398K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 1,137 | $397K |
| Crestwood Advisors Group, LLC | 0.01% | Add +4.7% | 1,126 | $393K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -5.8% | 1,118 | $390K |
| Walleye Capital LLC | 0.00% | New | 1,104 | $385K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.8% | 1,103 | $385K |
| Pensionfund Sabic | 0.11% | No change | 1,100 | $384K |
| Coastline Trust Co | 0.04% | No change | 1,100 | $384K |
| Claret Asset Management Corp | 0.05% | Reduce -0.8% | 1,098 | $383K |
| Canvas Wealth Advisors, LLC | 0.08% | New | 1,264 | $382K |
| Heartland Bank & Trust Co | 0.18% | Reduce -2.7% | 1,092 | $381K |
| Vontobel Holding Ltd. | 0.00% | Reduce -11.3% | 1,091 | $381K |
| UMB Bank, n.a. | 0.01% | Add +2.8% | 1,055 | $368K |
| Accredited Investors Inc. | 0.02% | No change | 1,053 | $368K |
| NorthRock Partners, LLC | 0.01% | Reduce -10.6% | 1,050 | $366K |
| HB Wealth Management, LLC | 0.00% | Reduce -6.4% | 1,044 | $364K |
| Aster Capital Management (DIFC) Ltd | 0.08% | Reduce -18.7% | 1,033 | $361K |
| Boston Family Office LLC | 0.02% | Reduce -0.1% | 1,003 | $350K |
| Heritage Investment Group, Inc. | 0.06% | No change | 1,000 | $349K |
| iA Global Asset Management Inc. | 0.01% | Reduce -1.1% | 999 | $349K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -6.0% | 998 | $349K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -15.7% | 983 | $347K |
| Forum Financial Management, LP | 0.01% | New | 992 | $346K |
| Alps Advisors Inc. | 0.00% | Add +3.4% | 982 | $343K |
| SevenBridge Financial Group, LLC | 0.06% | No change | 1,200 | $343K |
| Boothbay Fund Management, LLC | 0.01% | New | 973 | $340K |
| 111 Capital | 0.06% | New | 935 | $326K |
| Seeds Investor LLC | 0.08% | Reduce -5.9% | 931 | $325K |
| Pitcairn Co. | 0.02% | Reduce -15.6% | 920 | $321K |
| Fiera Capital Corp | 0.00% | No change | 920 | $321K |
| Aigen Investment Management, LP | 0.04% | New | 918 | $320K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -18.1% | 912 | $318K |
| E Fund Management Co., Ltd. | 0.02% | Reduce -2.8% | 908 | $317K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.7% | 904 | $316K |
| KPP Advisory Services LLC | 0.05% | No change | 900 | $314K |
| Two Sigma Advisers, LP | 0.00% | New | 900 | $314K |
| Rice Partnership, LLC | 0.05% | No change | 882 | $308K |
| KilterHowling LLC | 0.18% | No change | 867 | $303K |
| TD Private Client Wealth LLC | 0.01% | Reduce -13.9% | 858 | $299K |
| EP Wealth Advisors, LLC | 0.00% | New | 850 | $297K |
| Parallel Advisors, LLC | 0.01% | Add +5.3% | 849 | $296K |
| Shufro Rose & Co. LLC | 0.02% | No change | 800 | $295K |
| Profund Advisors LLC | 0.01% | Add +1.1% | 839 | $293K |
| Creekmur Asset Management LLC | 0.05% | Add +32.5% | 828 | $289K |
| Siemens Fonds Invest GmbH | 0.02% | Add +19.6% | 822 | $287K |
| Viewpoint Capital Management LLC | 0.14% | No change | 815 | $284K |
| Ipswich Investment Management Co., Inc. | 0.07% | Reduce -3.0% | 805 | $281K |
| Allianz SE | 0.01% | New | 795 | $277K |
| Entropy Technologies, LP | 0.02% | Add +30.7% | 784 | $274K |
| Benjamin Edwards Inc. | 0.00% | Add +3.6% | 773 | $270K |
| Syon Capital LLC | 0.02% | Reduce -15.2% | 764 | $267K |
| Canada Post Corp Registered Pension Plan | 0.02% | New | 764 | $267K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.06% | No change | 754 | $263K |
| J. W. Coons Advisors, LLC | 0.06% | Reduce -1.3% | 753 | $263K |
| South Dakota Investment Council | 0.01% | No change | 747 | $261K |
| FourThought Financial Partners, LLC | 0.03% | Add +12.9% | 743 | $259K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.4% | 733 | $256K |
| Fox Run Management, L.L.C. | 0.04% | New | 729 | $254K |
| Gen-Wealth Partners Inc | 0.10% | Add +3.9% | 728 | $254K |
| Choreo, LLC | 0.00% | Reduce -73.1% | 720 | $251K |
| Global Endowment Management, LP | 0.03% | Add +12.5% | 712 | $249K |
| Columbia Asset Management | 0.05% | No change | 705 | $246K |
| Cardinal Strategic Wealth Guidance | 0.07% | No change | 693 | $242K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -10.6% | 689 | $240K |
| Trust Asset Management LLC | 0.02% | No change | 687 | $240K |
| Advisory Services Network, LLC | 0.00% | Add +2.5% | 805 | $232K |
| Sivia Capital Partners, LLC | 0.08% | New | 665 | $232K |
| Clean Yield Group | 0.07% | Reduce -24.0% | 665 | $232K |
| Stiles Financial Services Inc | 0.08% | No change | 663 | $231K |
| Portland Global Advisors LLC | 0.03% | No change | 657 | $229K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -8.5% | 657 | $229K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -2.4% | 657 | $229K |
| Westerkirk Capital Inc. | 0.03% | — | 654 | $228K |
| Patton Fund Management, Inc. | 0.05% | New | 651 | $227K |
| GTS Securities LLC | 0.01% | New | 644 | $225K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -22.6% | 642 | $224K |
| HighPoint Advisor Group LLC | 0.01% | New | 638 | $223K |
| Ritholtz Wealth Management | 0.00% | Add +1.6% | 636 | $222K |
| DRW Securities, LLC | 0.02% | New | 633 | $221K |
| Rehmann Capital Advisory Group | 0.01% | New | 633 | $221K |
| Ostrum Asset Management | 0.01% | Reduce -2.8% | 633 | $221K |
| Arax Advisory Partners | 0.01% | Add +3.6% | 604 | $220K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -2.4% | 620 | $216K |
| Signaturefd, LLC | 0.00% | Add +7.7% | 614 | $214K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -8.0% | 610 | $213K |
| Ridgewood Investments LLC | 0.09% | No change | 606 | $212K |
| Barlow Wealth Partners, LLC | 0.03% | Reduce -14.3% | 600 | $211K |
| Summit Trail Advisors, LLC | 0.00% | New | 601 | $210K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 600 | $209K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 600 | $209K |
| Rathbones Group PLC | 0.00% | No change | 599 | $209K |
| Gilbert & Cook, Inc. | 0.03% | Reduce -0.2% | 597 | $208K |
| Rockland Trust Co. | 0.01% | Reduce -1.5% | 596 | $208K |
| Exchange Traded Concepts, LLC | 0.00% | Add +16.2% | 595 | $208K |
| Cigna Investments Inc. | 0.04% | No change | 589 | $206K |
| Brookwood Investment Group LLC | 0.03% | New | 590 | $206K |
| Fiduciary Trust Co | 0.00% | New | 578 | $202K |
| SFE Investment Counsel | 0.04% | No change | 577 | $201K |
| Harvest Fund Management Co., Ltd | 0.01% | No change | 540 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 566 | $198K |
| AlphaQuest LLC | 0.02% | Add +58.2% | 560 | $195K |
| Brooklyn Investment Group | 0.03% | Add +48.9% | 554 | $193K |
| Quarry LP | 0.05% | New | 554 | $193K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.9% | 545 | $190K |
| Brown Brothers Harriman & Co. | 0.00% | Add +10.3% | 533 | $186K |
| Cacti Asset Management LLC | 0.01% | No change | 500 | $176K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 499 | $174K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.9% | 467 | $163K |
| Tompkins Financial Corp. | 0.01% | No change | 400 | $140K |
| CENTRAL TRUST Co | 0.00% | No change | 390 | $136K |
| Headlands Technologies LLC | 0.02% | New | 386 | $135K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +82.9% | 386 | $135K |
| Sunbelt Securities, Inc. | 0.01% | No change | 350 | $130K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 360 | $126K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.6% | 358 | $125K |
| Generali Investments, Management Co LLC | 0.03% | New | 356 | $124K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 340 | $119K |
| Penserra Capital Management LLC | 0.00% | Add +13.2% | 327 | $114K |
| Jones Financial Companies LLLP | 0.00% | Reduce -54.6% | 306 | $108K |
| Manchester Capital Management LLC | 0.01% | Add +0.3% | 307 | $107K |
| Morse Asset Management, Inc | 0.02% | No change | 290 | $101K |
| CX Institutional | 0.00% | Add +42.9% | 290 | $101K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 280 | $98K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -9.7% | 279 | $97K |
| Banque de Luxembourg S.A. | 0.06% | No change | 262 | $97K |
| Rothschild Investment LLC | 0.01% | Reduce -8.4% | 272 | $95K |
| Spire Wealth Management | 0.00% | Add +0.4% | 271 | $95K |
| Federated Hermes, Inc. | 0.00% | Reduce -83.3% | 259 | $90K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 250 | $87K |
| Ofi Invest Asset Management | 0.00% | Add +44.6% | 279 | $83K |
| First Pacific Financial | 0.01% | Add +4.0% | 237 | $83K |
| Leonteq Securities AG | 0.00% | Reduce -20.7% | 234 | $82K |
| Deseret Mutual Benefit Administrators | 0.04% | No change | 227 | $79K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1750.0% | 222 | $77K |
| Whittier Trust Co. | 0.00% | No change | 217 | $76K |
| Curat Global, LLC | 0.07% | No change | 216 | $75K |
| State of Wyoming | 0.01% | New | 215 | $75K |
| Steph & Co. | 0.02% | New | 209 | $73K |
| Creative Financial Designs Inc. | 0.00% | Add +533.3% | 190 | $66K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 183 | $64K |
| Cromwell Holdings LLC | 0.04% | Add +4.0% | 181 | $63K |
| MUFG Securities EMEA plc | 0.00% | New | 175 | $61K |
| Sentry Investment Management LLC | 0.03% | No change | 172 | $60K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 165 | $58K |
| Boyd Watterson Asset Management LLC | 0.02% | No change | 160 | $56K |
| Bogart Wealth, LLC | 0.00% | Reduce -0.6% | 155 | $54K |
| TFC Financial Management, Inc. | 0.01% | Reduce -26.9% | 152 | $53K |
| CYBER HORNET ETFs LLC | 0.04% | New | 153 | $53K |
| IFP Advisors, Inc | 0.00% | Add +65.4% | 134 | $51K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -1.4% | 141 | $49K |
| First Horizon Advisors, Inc. | 0.00% | Add +5.7% | 131 | $46K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +3.3% | 126 | $44K |
| Zions Bancorporation, National Association | 0.00% | Add +55.8% | 120 | $42K |
| Larson Financial Group LLC | 0.00% | Reduce -20.1% | 111 | $39K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -0.9% | 111 | $39K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 105 | $37K |
| Asset Dedication, LLC | 0.00% | No change | 101 | $35K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -34.2% | 100 | $35K |
| Piscataqua Savings Bank | 0.03% | No change | 100 | $35K |
| Smithfield Trust Co | 0.00% | No change | 96 | $34K |
| Blue Trust, Inc. | 0.00% | Add +4.3% | 96 | $34K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 114 | $33K |
| 2UniFi Bank | 0.02% | No change | 92 | $32K |
| Covestor Ltd | 0.02% | Add +114.3% | 90 | $32K |
| Kennebec Savings Bank | 0.03% | No change | 91 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 91 | $32K |
| Parkside Financial Bank & Trust | 0.00% | Add +44.4% | 78 | $27K |
| Hemington Wealth Management | 0.00% | Add +10.3% | 75 | $26K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 73 | $25K |
| Bangor Savings Bank | 0.00% | No change | 70 | $24K |
| MV Capital Management, Inc. | 0.00% | Add +22.2% | 66 | $23K |
| CVA Family Office, LLC | 0.00% | Reduce -12.3% | 64 | $22K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 64 | $22K |
| Private Trust Co. NA | 0.00% | Reduce -24.4% | 62 | $22K |
| First PREMIER Bank | 0.01% | No change | 60 | $21K |
| Fortitude Family Office, LLC | 0.01% | Reduce -37.2% | 59 | $21K |
| Independence Bank of Kentucky | 0.00% | No change | 53 | $18K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 52 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +5100.0% | 52 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 50 | $17K |
| Bayforest Capital Ltd | 0.01% | Reduce -68.4% | 48 | $17K |
| Rise Advisors, LLC | 0.01% | Reduce -2.1% | 46 | $16K |
| Alpine Bank Wealth Management | 0.00% | New | 42 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -20.8% | 42 | $15K |
| Summit Securities Group LLC | 0.01% | New | 40 | $14K |
| GW&K Investment Management, LLC | 0.00% | Add +18.8% | 38 | $13K |
| NewEdge Advisors, LLC | 0.00% | Add +2.9% | 36 | $13K |
| Painted Porch Advisors LLC | 0.00% | No change | 34 | $12K |
| ORG Partners LLC | 0.00% | Add +1550.0% | 33 | $12K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -10.8% | 33 | $12K |
| Grove Bank & Trust | 0.00% | Add +17.9% | 33 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 30 | $10K |
| Essential Partners LLC | 0.00% | — | 29 | $10K |
| Versant Capital Management, Inc | 0.00% | Reduce -94.3% | 29 | $10K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 31 | $9K |
| Park Place Capital Corp | 0.00% | Add +166.7% | 24 | $9K |
| Golden State Wealth Management, LLC | 0.00% | No change | 24 | $8K |
| NewSquare Capital LLC | 0.00% | Reduce -38.5% | 24 | $8K |
| Sierra Ocean, LLC | 0.01% | No change | 23 | $8K |
| Sachetta, LLC | 0.00% | No change | 22 | $8K |
| LFA - Lugano Financial Advisors SA | 0.00% | New | 22 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 22 | $8K |
| Harbour Investments, Inc. | 0.00% | Add +40.0% | 21 | $7K |
| NBT Bank, N.A. | 0.00% | Reduce -71.4% | 20 | $7K |
| Meeder Asset Management Inc. | 0.00% | Add +42.9% | 20 | $7K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +850.0% | 19 | $7K |
| DT Investment Partners, LLC | 0.00% | No change | 19 | $7K |
| Clearstead Trust, LLC | 0.00% | New | 18 | $6K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -21.7% | 18 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 18 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $6K |
| Principia Wealth Advisory, LLC | 0.00% | Add +15.4% | 15 | $5K |
| Accredited Wealth Management, LLC | 0.00% | No change | 15 | $5K |
| Rogco, LP | 0.00% | Reduce -74.6% | 15 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 15 | $5K |
| Key Financial Inc | 0.00% | No change | 15 | $5K |
| Albion Financial Group | 0.00% | No change | 15 | $5K |
| Ancora Advisors LLC | 0.00% | Reduce -12.5% | 14 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 13 | $4K |
| Motco | 0.00% | New | 15 | $4K |
| Howard Hughes Medical Institute | 0.00% | New | 12 | $4K |
| Trust Co. of Toledo NA | 0.00% | New | 12 | $4K |
| Avion Wealth | 0.00% | Add +7.7% | 14 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 11 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 10 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 10 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 9 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -87.1% | 9 | $3K |
| SouthState Bank Corp | 0.00% | Reduce -57.1% | 9 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 9 | $3K |
| Eq Wealth Advisors, LLC | 0.00% | No change | 9 | $3K |
| Rakuten Securities, Inc. | 0.00% | New | 9 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 10 | $3K |
| Abound Wealth Management | 0.00% | No change | 8 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 8 | $3K |
| Global X Japan Co., Ltd. | 0.00% | New | 8 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +133.3% | 7 | $2K |
| Crowley Wealth Management, Inc. | 0.00% | No change | 7 | $2K |
| Tacita Capital Inc | 0.00% | No change | 7 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +50.0% | 6 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 6 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -64.3% | 5 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -28.6% | 5 | $2K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 5 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 5 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -33.3% | 6 | $2K |
| Montag A & Associates Inc. | 0.00% | Reduce -20.0% | 4 | $2K |
| Parkworth Wealth Management, Inc. | 0.00% | Add +300.0% | 4 | $1K |
| High Note Wealth, LLC | 0.00% | New | 4 | $1K |
| Kilter Group LLC | 0.00% | New | 3 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $1K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 3 | $1K |
| Bellevue Asset Management, LLC | 0.00% | No change | 3 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $1K |
| Tortoise Investment Management, LLC | 0.00% | New | 3 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 3 | $1K |
| WestEnd Advisors, LLC | 0.00% | No change | 3 | $1K |
| Dogwood Wealth Management LLC | 0.00% | New | 3 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -28.6% | 5 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 2 | $699 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -98.1% | 2 | $698 |
| Nvwm, LLC | 0.00% | Reduce -50.0% | 2 | $698 |
| Activest Wealth Management | 0.00% | Reduce -60.0% | 2 | $698 |
| AdvisorNet Financial, Inc | 0.00% | Add +100.0% | 2 | $698 |
| Hughes Financial Services, LLC | 0.00% | Reduce -60.0% | 2 | $555 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 1 | $443 |
| Quaker Wealth Management, LLC | 0.00% | — | 1 | $350 |
| Total Investment Management Inc. | 0.00% | New | 1 | $349 |
| Bare Financial Services, Inc | 0.00% | New | 1 | $349 |
| IMA Advisory Services, Inc. | 0.00% | New | 1 | $349 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1 | $349 |
"% of holder's portfolio" is WAT's weight in each manager's 13F, not the share of Waters Corp. the manager owns.