WatersWAT
13F holders, Q4 2025 (December 31)808holders +52
93new positions
66sold out
9famous investors
$379.76avg. 13F price*
At the end of Q4 2025, 808 institutions reported holding Waters Corp. (WAT) in their 13F filings, up 52 from Q3 2025. 93 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($2.1B) and Fundsmith ($1.4B). 9 famous investors held it, including Terry Smith (7.9% of Fundsmith's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Waters Corp.
- Sector
- Industrials
- CUSIP
- 941848103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $262.1M |
| Exits | 66 | $283.3M |
All 13F filers, Q3 2025 → Q4 2025: 5,255,268 shares bought and 5,583,943 shares sold, net −328,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 808 holders
| Vanguard Group Inc. | 0.04% | Reduce -2.4% | 7,469,936 | $2.8B |
| BlackRock, Inc. | 0.04% | Reduce -10.4% | 5,432,155 | $2.1B |
| Fundsmith | 7.90% | Reduce -10.1% | 3,557,978 | $1.4B |
| State Street Corp. | 0.03% | Add +0.1% | 2,683,138 | $1.0B |
| Massachusetts Financial Services Co. | 0.32% | Reduce -2.4% | 2,624,715 | $996.9M |
| Alliancebernstein L.P. | 0.25% | Reduce -0.8% | 2,066,898 | $785.1M |
| Geode Capital Management, LLC | 0.04% | Add +0.5% | 1,593,388 | $602.9M |
| Mawer Investment Management Ltd. | 2.76% | Reduce -16.3% | 1,298,752 | $493.3M |
| Janus Henderson Group PLC | 0.22% | Reduce -0.9% | 1,290,393 | $490.1M |
| Veritas Asset Management LLP | 4.82% | Add +112.3% | 1,241,206 | $471.4M |
| Invesco Ltd. | 0.04% | Reduce -20.7% | 1,167,216 | $443.3M |
| Fundsmith Investment Services LTD. | 7.96% | Reduce -15.5% | 1,146,209 | $435.4M |
| Principal Financial Group Inc. | 0.17% | Add +0.2% | 870,969 | $330.8M |
| Ako Capital LLP | 4.36% | Reduce -6.6% | 753,455 | $286.2M |
| Morgan Stanley | 0.02% | Reduce -2.5% | 719,171 | $273.2M |
| Norges Bank | 0.03% | — | 699,659 | $265.8M |
| Northern Trust Corp. | 0.03% | Reduce -3.5% | 684,521 | $260.0M |
| T. Rowe Price Associates Inc. | 0.03% | Add +509.8% | 671,103 | $254.9M |
| Bank of America Corp. | 0.02% | Add +7.7% | 585,020 | $222.2M |
| Marshall Wace, LLP | 0.21% | Add +1611.3% | 581,063 | $220.7M |
| Millennium Management | 0.15% | Add +2281.7% | 538,713 | $204.6M |
| GUARDCAP ASSET MANAGEMENT Ltd | 5.39% | Reduce -15.2% | 530,654 | $201.8M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -5.7% | 506,775 | $192.5M |
| London Co. of Virginia | 1.11% | Reduce -9.2% | 504,674 | $191.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -0.9% | 494,067 | $187.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +155.1% | 468,221 | $177.8M |
| Findlay Park Partners LLP | 2.22% | Reduce -16.8% | 458,469 | $174.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.2% | 453,267 | $172.2M |
| JPMorgan Chase & Co. | 0.01% | Add +30.5% | 433,906 | $164.8M |
| Legal & General Group Plc | 0.04% | Reduce -1.1% | 433,682 | $164.7M |
| Holocene Advisors, LP | 0.33% | Add +33.5% | 411,710 | $156.4M |
| First Trust Advisors LP | 0.11% | Add +7.0% | 401,804 | $152.6M |
| HSBC Holdings PLC | 0.09% | Reduce -20.8% | 395,352 | $150.1M |
| Beck Mack & Oliver LLC | 2.70% | Reduce -1.1% | 390,655 | $148.4M |
| Artisan Partners Limited Partnership | 0.22% | Add +5.3% | 373,708 | $141.9M |
| Amundi | 0.04% | Reduce -13.9% | 359,846 | $136.7M |
| UBS Group AG | 0.03% | Add +73.8% | 355,955 | $135.2M |
| D. E. Shaw & Co. | 0.11% | Add +20.6% | 352,010 | $133.7M |
| Voya Investment Management LLC | 0.15% | Add +125.4% | 350,927 | $133.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.2% | 323,230 | $122.8M |
| Champlain Investment Partners, LLC | 1.20% | Reduce -16.6% | 312,768 | $118.8M |
| Madison Asset Management, LLC | 1.28% | Reduce -4.7% | 293,164 | $111.4M |
| Deutsche Bank AG | 0.04% | Reduce -21.1% | 285,474 | $108.4M |
| Wellington Management Group LLP | 0.02% | Reduce -25.0% | 272,722 | $103.6M |
| Focus Partners Wealth | 0.12% | Add +3158.5% | 271,761 | $103.2M |
| TD Asset Management Inc | 0.08% | Reduce -0.2% | 249,598 | $94.8M |
| Natixis Advisors, LLC | 0.13% | Add +23.3% | 244,898 | $93.0M |
| Impax Asset Management Group plc | 0.55% | Reduce -11.9% | 232,249 | $88.2M |
| Epoch Investment Partners, Inc. | 0.48% | Add +1.1% | 222,473 | $84.5M |
| Nuveen, LLC | 0.02% | Add +27.7% | 197,909 | $75.2M |
| Balyasny Asset Management L.P. | 0.14% | New | 185,126 | $70.3M |
| Newport Trust Company, LLC | 0.16% | Reduce -4.8% | 175,530 | $66.7M |
| Swiss National Bank | 0.04% | Reduce -4.9% | 163,120 | $62.0M |
| FMR LLC | 0.00% | Add +116.5% | 160,156 | $60.8M |
| Royal Bank of Canada | 0.01% | Reduce -36.9% | 155,324 | $59.0M |
| Citadel Advisors | 0.04% | Add +181.1% | 139,485 | $53.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -2.5% | 136,267 | $51.8M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -25.8% | 134,532 | $51.1M |
| Robeco Schweiz AG | 1.12% | Reduce -62.0% | 132,093 | $50.2M |
| Mackenzie Financial Corp. | 0.06% | Reduce -44.3% | 129,108 | $49.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.7% | 125,584 | $48.0M |
| State Farm Mutual Automobile Insurance Co. | 0.04% | No change | 121,095 | $46.0M |
| Rhumbline Advisers | 0.04% | Reduce -13.3% | 115,185 | $43.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.9% | 114,591 | $43.5M |
| Boston Trust Walden Corp | 0.32% | Reduce -8.2% | 112,407 | $42.7M |
| California Public Employees Retirement System | 0.02% | Reduce -0.6% | 110,349 | $41.9M |
| Barclays PLC | 0.02% | Reduce -32.4% | 109,811 | $41.7M |
| National Pension Service | 0.03% | Add +1.1% | 108,535 | $41.2M |
| BNP Paribas Financial Markets | 0.03% | Reduce -5.9% | 106,303 | $40.4M |
| Citigroup Inc. | 0.03% | Add +231.2% | 106,127 | $40.3M |
| Iron Triangle Partners LP | 4.57% | New | 105,167 | $39.9M |
| Wells Fargo & Company | 0.01% | Add +27.2% | 104,315 | $39.6M |
| Schaper Benz & Wise Investment Counsel Inc. | 2.86% | Reduce -1.5% | 104,050 | $39.5M |
| BLI - Banque de Luxembourg Investments | 1.14% | Reduce -32.5% | 100,920 | $38.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.2% | 97,293 | $37.0M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -15.1% | 91,740 | $34.8M |
| California State Teachers Retirement System | 0.03% | Reduce -4.7% | 91,666 | $34.8M |
| Ameriprise Financial Inc. | 0.01% | Add +143.3% | 90,233 | $34.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -11.1% | 85,465 | $32.7M |
| Captrust Financial Advisors | 0.06% | Reduce -0.2% | 85,798 | $32.6M |
| Woodline Partners LP | 0.12% | Reduce -29.5% | 81,413 | $30.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.85% | Reduce -5.1% | 80,827 | $30.7M |
| Jain Global LLC | 0.31% | Add +27.6% | 80,712 | $30.7M |
| Danske Bank A/S | 0.07% | Add +256.7% | 76,639 | $29.1M |
| Sei Investments Co. | 0.03% | Add +28.0% | 75,209 | $28.6M |
| Neuberger Berman Group LLC | 0.02% | Reduce -2.5% | 74,515 | $28.3M |
| Aberdeen Group plc | 0.04% | Reduce -3.5% | 73,863 | $28.1M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +1.9% | 73,375 | $28.0M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +9.4% | 73,285 | $27.8M |
| Smith Group Asset Management, LLC | 1.46% | Add +6.7% | 72,648 | $27.6M |
| Gotham Asset Management | 0.10% | Reduce -0.4% | 70,057 | $26.6M |
| HRT Financial LP | 0.08% | New | 68,444 | $26.0M |
| Quantinno Capital Management LP | 0.05% | Add +38.8% | 67,057 | $25.5M |
| Point72 Asset Management | 0.04% | Add +143.3% | 62,956 | $23.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +5.6% | 61,588 | $23.4M |
| Franklin Resources Inc. | 0.01% | Reduce -30.1% | 60,878 | $23.1M |
| Jane Street Group, LLC | 0.03% | Add +1862.2% | 60,121 | $22.8M |
| Investment Management Corp of Ontario | 0.30% | Reduce -25.7% | 59,956 | $22.8M |
| Caisse de depot et placement du Quebec | 0.04% | Reduce -24.7% | 58,154 | $22.1M |
| Russell Investments Group, Ltd. | 0.02% | Add +12.8% | 57,549 | $21.9M |
| Bank of Montreal | 0.01% | Add +5.4% | 56,995 | $21.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -32.6% | 56,444 | $21.4M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -6.2% | 51,714 | $19.6M |
| Aviva PLC | 0.03% | Add +9.4% | 51,640 | $19.6M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 56,576 | $19.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +161.4% | 49,375 | $18.8M |
| New York State Teachers Retirement System | 0.04% | Reduce -3.0% | 48,656 | $18.5M |
| Hutchinson Capital Management | 3.11% | Reduce -1.0% | 47,690 | $18.1M |
| Hikari Power Ltd | 1.43% | No change | 47,630 | $18.1M |
| AustralianSuper Pty Ltd | 0.08% | New | 46,834 | $17.8M |
| National Bank of Canada | 0.02% | Add +192.5% | 46,741 | $17.8M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -3.1% | 44,920 | $17.1M |
| Glenmede Trust Co. NA | 0.08% | — | 43,365 | $16.5M |
| PFM Health Sciences, LP | 1.69% | Add +40.5% | 43,208 | $16.4M |
| Swedbank AB | 0.02% | No change | 42,198 | $16.0M |
| Parkman Healthcare Partners LLC | 1.51% | New | 41,899 | $15.9M |
| Freemont Management S.A. | 3.11% | New | 41,600 | $15.8M |
| Northwest & Ethical Investments L.P. | 0.35% | Reduce -6.8% | 41,223 | $15.7M |
| State of Wisconsin Investment Board | 0.03% | Reduce -4.0% | 39,485 | $15.0M |
| Primecap Management Co. | 0.01% | Reduce -19.6% | 39,047 | $14.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +549.3% | 38,782 | $14.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -3.0% | 38,741 | $14.7M |
| Jensen Investment Management Inc. | 0.23% | Reduce -11.8% | 38,736 | $14.7M |
| Osmosis Investment Management UK Ltd | 0.37% | — | 38,362 | $14.6M |
| Logan Capital Management Inc. | 0.60% | Add +7.1% | 37,790 | $14.4M |
| SG Americas Securities, LLC | 0.02% | Add +543.8% | 37,244 | $14.1M |
| Handelsbanken Fonder AB | 0.04% | Add +9.4% | 37,033 | $14.1M |
| C WorldWide Group Holding A/S | 0.24% | Reduce -1.4% | 36,493 | $13.9M |
| Quilter Plc | 0.22% | Reduce -20.7% | 34,342 | $13.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Reduce -11.3% | 33,135 | $12.7M |
| Willis Investment Counsel | 0.65% | Add +4.5% | 33,144 | $12.6M |
| Motley Fool Asset Management LLC | 0.49% | Reduce -4.9% | 33,090 | $12.6M |
| Harvey Investment Co. LLC | 1.33% | Reduce -1.6% | 32,947 | $12.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -1.3% | 31,705 | $12.0M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -71.6% | 31,175 | $11.8M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -0.6% | 30,576 | $11.6M |
| AQR Capital Management | 0.01% | Reduce -63.0% | 30,142 | $11.4M |
| Andra AP-fonden | 0.14% | Reduce -74.5% | 29,600 | $11.2M |
| APG Asset Management N.V. | 0.03% | Reduce -4.0% | 34,300 | $11.1M |
| Parthenon LLC | 1.19% | Reduce -3.8% | 29,098 | $11.1M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.0% | 28,904 | $11.0M |
| Nisa Investment Advisors, LLC | 0.04% | Add +2.5% | 28,853 | $11.0M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -39.0% | 28,828 | $10.9M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 28,749 | $10.9M |
| Prudential Financial Inc. | 0.01% | Reduce -11.2% | 28,603 | $10.9M |
| Toronto Dominion Bank | 0.02% | Reduce -7.9% | 26,878 | $10.2M |
| Independent Investors Inc. | 1.85% | No change | 26,163 | $9.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -10.6% | 25,941 | $9.9M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -1.9% | 25,287 | $9.7M |
| Stifel Financial Corp. | 0.01% | Add +1.9% | 25,202 | $9.6M |
| Tudor Investment Corporation | 0.05% | New | 25,068 | $9.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.0% | 24,985 | $9.5M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -6.8% | 24,956 | $9.5M |
| Schroder Investment Management Group | 0.01% | Add +64.1% | 24,811 | $9.4M |
| Motley Fool Wealth Management, LLC | 0.71% | Reduce -13.4% | 24,208 | $9.2M |
| Evelyn Partners Asset Management Ltd | 2.15% | Reduce -13.1% | 24,171 | $9.2M |
| Erste Asset Management GmbH | 0.08% | Add +64.6% | 23,542 | $9.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -1.2% | 23,233 | $8.8M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +1.2% | 23,199 | $8.8M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -2.9% | 22,802 | $8.7M |
| Baldwin Wealth Partners LLC | 0.55% | Reduce -2.3% | 22,797 | $8.7M |
| Portolan Capital Management, LLC | 0.46% | New | 22,379 | $8.5M |
| GHP Investment Advisors, Inc. | 0.34% | Reduce -0.4% | 21,530 | $8.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -6.3% | 21,095 | $8.0M |
| KLP Kapitalforvaltning As | 0.03% | Reduce -7.7% | 20,952 | $8.0M |
| Twinbeech Capital LP | 0.56% | Add +118.7% | 20,800 | $7.9M |
| Hikari Tsushin, Inc. | 0.51% | Reduce -10.6% | 20,556 | $7.8M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -48.1% | 20,463 | $7.8M |
| Korea Investment CORP | 0.02% | Add +65.7% | 20,410 | $7.8M |
| American Century Companies Inc. | 0.00% | Add +4.2% | 20,323 | $7.7M |
| USS Investment Management Ltd | 0.04% | Add +11.9% | 20,237 | $7.7M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -3.9% | 20,018 | $7.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Add +1.1% | 19,643 | $7.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 19,283 | $7.3M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -4.1% | 19,130 | $7.3M |
| Swiss Life Asset Management Ltd | 0.04% | Add +8.5% | 18,678 | $7.1M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +6.1% | 18,450 | $7.0M |
| Man Group plc | 0.01% | Reduce -72.6% | 18,265 | $6.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.6% | 17,925 | $6.8M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +178.4% | 17,686 | $6.7M |
| Headinvest, LLC | 1.31% | Reduce -1.0% | 17,344 | $6.6M |
| LGT Group Foundation | 0.07% | Reduce -1.2% | 17,155 | $6.6M |
| Evelyn Partners Investment Management Services Ltd | 0.82% | Add +3.9% | 17,156 | $6.5M |
| Aquatic Capital Management LLC | 0.18% | Add +3.8% | 16,979 | $6.4M |
| KBC Group NV | 0.01% | Add +31.2% | 16,777 | $6.4M |
| Arizona State Retirement System | 0.03% | Reduce -7.0% | 16,361 | $6.2M |
| State of Michigan Retirement System | 0.03% | Reduce -3.6% | 16,197 | $6.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.9% | 15,774 | $6.0M |
| Czech National Bank | 0.04% | Add +3.8% | 15,698 | $6.0M |
| Natixis | 0.02% | Reduce -28.9% | 15,001 | $5.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Reduce -6.9% | 14,633 | $5.6M |
| CIBC Asset Management Inc | 0.01% | Add +67.1% | 14,368 | $5.5M |
| Brevan Howard Capital Management LP | 0.11% | Add +836.1% | 14,248 | $5.4M |
| Capital Investment Counsel, LLC | 0.75% | Reduce -0.1% | 14,151 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.9% | 13,367 | $5.4M |
| Investment House LLC | 0.25% | Reduce -1.6% | 14,083 | $5.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -3.1% | 13,848 | $5.3M |
| Forsta Ap-Fonden | 0.03% | Reduce -4.7% | 13,820 | $5.2M |
| Trexquant Investment LP | 0.05% | New | 13,780 | $5.2M |
| Van Eck Associates Corp. | 0.00% | Reduce -0.3% | 13,760 | $5.2M |
| Nordea Investment Management AB | 0.00% | Add +15.8% | 13,550 | $5.2M |
| Fred Alger Management, LLC | 0.02% | New | 13,627 | $5.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.25% | Reduce -3.3% | 13,352 | $5.1M |
| Morningstar Investment Management LLC | 0.29% | No change | 12,907 | $4.9M |
| Jones Kertz & Associates, Inc. | 2.50% | — | 12,808 | $4.9M |
| Daiwa Securities Group Inc. | 0.02% | Add +3.4% | 12,723 | $4.8M |
| MML Investors Services, LLC | 0.01% | Add +1.7% | 12,669 | $4.8M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.2% | 12,665 | $4.8M |
| WINTON GROUP Ltd | 0.17% | New | 12,605 | $4.8M |
| State of Tennessee, Department of Treasury | 0.02% | Add +85.9% | 12,818 | $4.8M |
| DNB Asset Management AS | 0.02% | Add +6.3% | 12,252 | $4.7M |
| Amalgamated Bank | 0.03% | Reduce -3.0% | 12,182 | $4.6M |
| Aviso Financial Inc. | 0.17% | Add +6.2% | 12,104 | $4.6M |
| ASR Vermogensbeheer N.V. | 0.05% | Reduce -21.9% | 12,094 | $4.6M |
| Xponance LLC | 0.03% | Add +6.1% | 12,076 | $4.6M |
| Trillium Asset Management, LLC | 0.14% | Add +581.0% | 11,652 | $4.6M |
| ProShare Advisors LLC | 0.01% | Add +1.2% | 11,966 | $4.5M |
| Perbak Capital Partners LLP | 1.36% | Add +18.4% | 11,754 | $4.5M |
| IFM Investors Pty Ltd | 0.04% | Add +0.4% | 11,302 | $4.3M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +19.1% | 11,299 | $4.3M |
| Munich Reinsurance Co Stock Corp in Munich | 0.10% | Add +56.0% | 11,157 | $4.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +18.5% | 11,222 | $4.3M |
| Creative Planning | 0.00% | Add +37.0% | 11,159 | $4.2M |
| Wesleyan Assurance Society | 0.24% | No change | 11,000 | $4.2M |
| S&co Inc. | 0.26% | Reduce -1.2% | 10,954 | $4.2M |
| Cambiar Investors LLC | 0.19% | Reduce -31.1% | 10,951 | $4.2M |
| Guardian Capital LP | 0.12% | Reduce -30.1% | 10,900 | $4.1M |
| BW Gestao de Investimentos Ltda. | 0.14% | New | 10,716 | $4.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -3.1% | 10,665 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 10,578 | $4.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +23.3% | 10,547 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -4.7% | 10,404 | $4.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +139.2% | 10,168 | $3.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +67.5% | 10,102 | $3.8M |
| Bank of Nova Scotia | 0.01% | Add +34.4% | 9,849 | $3.7M |
| Utah Retirement Systems | 0.04% | No change | 9,788 | $3.7M |
| TD Waterhouse Canada Inc. | 0.02% | Add +12.7% | 9,741 | $3.7M |
| Macquarie Group Ltd. | 0.02% | Reduce -2.5% | 9,576 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -0.6% | 9,422 | $3.6M |
| Linscomb Wealth, Inc. | 0.15% | Add +1.8% | 9,354 | $3.6M |
| Leavell Investment Management, Inc. | 0.15% | Reduce -1.8% | 9,206 | $3.5M |
| Tredje AP-fonden | 0.03% | Add +23.1% | 9,155 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -4.6% | 9,136 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +124.8% | 9,120 | $3.5M |
| Commerce Bank | 0.02% | Reduce -21.4% | 9,034 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 8,756 | $3.3M |
| Graybill Wealth Management, LTD. | 0.97% | Add +0.3% | 8,670 | $3.3M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.5% | 8,646 | $3.3M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -1.5% | 8,610 | $3.3M |
| Mountain Pacific Investment Advisers LLC | 0.52% | Reduce -2.5% | 8,472 | $3.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +5.4% | 8,292 | $3.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +23.5% | 8,283 | $3.1M |
| Cibc World Markets Corp. | 0.02% | — | 8,280 | $3.1M |
| Two Sigma Investments, LP | 0.00% | Add +136.2% | 8,227 | $3.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.1% | 8,107 | $3.1M |
| Avidity Partners Management LP | 0.89% | New | 8,100 | $3.1M |
| Eos Management, L.P. | 1.20% | No change | 8,027 | $3.0M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | New | 8,000 | $3.0M |
| Rakuten Investment Management, Inc. | 0.01% | Reduce -73.4% | 7,831 | $3.0M |
| SummitTX Capital, L.P. | 0.09% | Add +532.0% | 7,888 | $3.0M |
| Oddo BHF Asset Management Sas | 0.11% | Add +28.8% | 7,850 | $3.0M |
| Public Sector Pension Investment Board | 0.01% | Add +49.9% | 7,777 | $3.0M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.0% | 7,761 | $2.9M |
| Figure 8 Investment Strategies LLC | 2.62% | Reduce -0.5% | 7,751 | $2.9M |
| First Manhattan Co. Llc. | 0.01% | New | 7,729 | $2.9M |
| JPL Wealth Management, LLC | 0.71% | Reduce -3.8% | 7,706 | $2.9M |
| Comerica Bank | 0.01% | Reduce -10.7% | 7,685 | $2.9M |
| Aster Capital Management (DIFC) Ltd | 1.27% | Add +2686.1% | 7,634 | $2.9M |
| Pinnacle Associates Ltd. | 0.04% | Add +0.3% | 7,608 | $2.9M |
| Engineers Gate Manager LP | 0.03% | Add +49.6% | 7,557 | $2.9M |
| Argyle Capital Management, LLC | 0.96% | No change | 7,550 | $2.9M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +249.3% | 7,413 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +9.0% | 7,400 | $2.8M |
| Kintegral Advisory, LLC | 0.24% | Reduce -2.7% | 7,397 | $2.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -83.6% | 7,353 | $2.8M |
| Glenview Trust Co | 0.04% | No change | 7,337 | $2.8M |
| Alberta Investment Management Corp | 0.02% | Reduce -53.2% | 7,300 | $2.8M |
| Hunter Perkins Capital Management, LLC | 0.61% | Reduce -0.3% | 6,978 | $2.6M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -27.4% | 6,961 | $2.6M |
| Cibc World Market Inc. | 0.00% | Add +7.5% | 6,930 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 6,820 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Add +47.3% | 6,778 | $2.6M |
| Lafayette Investments, Inc. | 0.49% | Reduce -6.9% | 6,759 | $2.6M |
| Nichols & Pratt Advisers LLP | 0.16% | Reduce -8.2% | 6,701 | $2.5M |
| Gabelli Funds LLC | 0.02% | Reduce -2.2% | 6,700 | $2.5M |
| Cannell & Spears LLC | 0.05% | Add +3.3% | 6,642 | $2.5M |
| OP Asset Management Ltd | 0.03% | No change | 6,577 | $2.5M |
| World Investment Advisors | 0.04% | Reduce -3.1% | 6,564 | $2.5M |
| Candriam S.C.A. | 0.01% | Add +43.7% | 6,534 | $2.5M |
| Tidal Investments LLC | 0.01% | Reduce -10.2% | 6,471 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -6.2% | 6,429 | $2.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -9.1% | 6,415 | $2.4M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -3.0% | 6,410 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -0.9% | 6,382 | $2.4M |
| Credit Agricole S A | 0.01% | Reduce -54.3% | 6,318 | $2.4M |
| Storebrand Asset Management As | 0.01% | Add +13.0% | 6,284 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +14.1% | 6,223 | $2.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.6% | 5,914 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -6.4% | 5,945 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +16.7% | 5,925 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +16.9% | 5,862 | $2.2M |
| Blair William & Co. | 0.01% | Reduce -3.0% | 5,825 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | Add +11.5% | 5,787 | $2.2M |
| Ethic Inc. | 0.03% | Add +19.6% | 5,768 | $2.2M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 5,735 | $2.2M |
| Liontrust Investment Partners LLP | 0.03% | Reduce -32.0% | 5,686 | $2.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.12% | Reduce -3.6% | 5,635 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +19.7% | 5,623 | $2.1M |
| NEOS Investment Management LLC | 0.01% | Add +7.2% | 5,575 | $2.1M |
| Virtus Investment Advisers, LLC | 0.57% | New | 5,513 | $2.1M |
| Metis Global Partners, LLC | 0.05% | Reduce -0.6% | 5,373 | $2.0M |
| Parsons Capital Management Inc. | 0.11% | Add +1.0% | 5,327 | $2.0M |
| Foguth Wealth Management, LLC. | 0.30% | — | 5,114 | $2.0M |
| Commerzbank Aktiengesellschaft | 0.04% | Reduce -10.0% | 5,142 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.3% | 5,097 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.8% | 5,096 | $1.9M |
| Lighthouse Investment Partners, LLC | 0.06% | New | 5,000 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -65.0% | 4,971 | $1.9M |
| Allianz Asset Management GmbH | 0.00% | Add +14.1% | 4,920 | $1.9M |
| North Star Asset Management Inc. | 0.07% | No change | 4,890 | $1.9M |
| &partners | 0.01% | Add +68.0% | 4,854 | $1.8M |
| GMO | 0.00% | No change | 4,800 | $1.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -1.6% | 4,751 | $1.8M |
| Tema ETFs LLC | 0.14% | Add +8.6% | 4,755 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 4,654 | $1.8M |
| XTX Topco Ltd | 0.05% | New | 4,619 | $1.8M |
| Mizuho Securities USA LLC | 0.03% | No change | 4,335 | $1.7M |
| Formuepleje A/S | 0.10% | Reduce -10.8% | 4,532 | $1.7M |
| HM Payson & Co. | 0.02% | No change | 4,516 | $1.7M |
| Cwm, LLC | 0.00% | Add +1.2% | 4,474 | $1.7M |
| Mondrian Investment Partners LTD | 0.03% | Reduce -4.0% | 4,472 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +340.0% | 4,422 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -26.4% | 4,373 | $1.7M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -13.5% | 4,371 | $1.7M |
| Allstate Corp. | 0.02% | Add +117.6% | 4,344 | $1.6M |
| Avanza Fonder AB | 0.04% | No change | 4,311 | $1.6M |
| Oak Thistle LLC | 0.23% | Reduce -44.2% | 4,295 | $1.6M |
| Banque Cantonale Vaudoise | 0.06% | Add +329.0% | 4,294 | $1.6M |
| M&T Bank Corp | 0.01% | Add +15.7% | 4,219 | $1.6M |
| one8zero8, LLC | 0.35% | No change | 4,203 | $1.6M |
| Massar Capital Management, LP | 0.31% | New | 4,175 | $1.6M |
| Jump Financial, LLC | 0.02% | Add +456.4% | 4,145 | $1.6M |
| Armstrong Henry H Associates Inc. | 0.15% | Reduce -3.0% | 4,141 | $1.6M |
| CI Investments Inc. | 0.01% | Add +1.9% | 4,086 | $1.6M |
| Hamrick Investment Counsel, llc | 1.15% | — | 4,059 | $1.5M |
| Burney Co./ | 0.05% | Add +27.4% | 3,955 | $1.5M |
| Union Bancaire Privee, UBP SA | 0.02% | Reduce -26.4% | 4,304 | $1.4M |
| Kentucky Retirement Systems | 0.04% | No change | 3,739 | $1.4M |
| Welch & Forbes LLC | 0.02% | No change | 3,738 | $1.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 3,678 | $1.4M |
| ASO GROUP Ltd | 0.54% | — | 3,649 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Add +10.6% | 3,612 | $1.4M |
| AG2R La Mondiale Gestion D'actifs | 0.06% | Reduce -5.9% | 3,608 | $1.4M |
| Kensington Investment Counsel, LLC | 0.55% | Reduce -13.2% | 3,565 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.09% | Reduce -14.3% | 3,530 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.8% | 3,448 | $1.3M |
| Brown, Lisle/Cummings, Inc. | 0.32% | Add +138.4% | 3,445 | $1.3M |
| Norinchukin Bank, The | 0.02% | Add +6.4% | 3,438 | $1.3M |
| Bessemer Group Inc. | 0.00% | Reduce -12.5% | 3,399 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -40.3% | 3,382 | $1.3M |
| LaFleur & Godfrey LLC | 0.15% | Reduce -11.0% | 3,329 | $1.3M |
| Mather Group, Llc. | 0.01% | Add +3.6% | 3,294 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.0% | 3,244 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Add +69.5% | 3,242 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Add +43.3% | 3,218 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 3,174 | $1.2M |
| Montanova Capital, LLC | 0.03% | No change | 3,150 | $1.2M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -29.3% | 3,139 | $1.2M |
| Fox Run Management, L.L.C. | 0.18% | New | 3,116 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +2.0% | 3,111 | $1.2M |
| Millstone Evans Group, LLC | 0.69% | No change | 3,107 | $1.2M |
| Fulton Bank, N.A. | 0.04% | Reduce -0.0% | 3,074 | $1.2M |
| Vega Investment Solutions | 0.18% | — | 3,054 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | No change | 3,029 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +9.5% | 3,009 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.8% | 3,008 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.2% | 3,000 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -92.9% | 2,933 | $1.1M |
| Qtron Investments LLC | 0.14% | Reduce -3.5% | 2,913 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -27.1% | 2,892 | $1.1M |
| LBP Am SA | 0.01% | Reduce -4.8% | 2,884 | $1.1M |
| New Mexico Educational Retirement Board | 0.03% | Add +7.6% | 2,840 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.9% | 2,816 | $1.1M |
| Mission Wealth Management, LP | 0.02% | Reduce -7.9% | 2,812 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | New | 2,806 | $1.1M |
| Diversified Trust Co. | 0.02% | Add +19.6% | 2,797 | $1.1M |
| Becker Capital Management Inc. | 0.03% | Add +0.1% | 2,752 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +106.7% | 2,751 | $1.0M |
| Novem Group | 0.12% | New | 2,703 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -39.0% | 2,675 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +11.2% | 2,672 | $1.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +8.5% | 2,656 | $1.0M |
| FIL Ltd | 0.00% | Reduce -83.2% | 2,650 | $1.0M |
| Virtu Financial LLC | 0.04% | New | 2,645 | $1.0M |
| Sierra Legacy Group | 0.74% | No change | 2,642 | $1.0M |
| GAM Holding AG | 0.06% | Reduce -20.2% | 2,629 | $999K |
| Vestcor Inc | 0.03% | Reduce -33.2% | 2,585 | $982K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 2,524 | $959K |
| Aberdeen Wealth Management LLC | 0.44% | Reduce -2.5% | 2,497 | $948K |
| Absher Wealth Management, LLC | 0.11% | Reduce -8.2% | 2,492 | $947K |
| MUFG Securities EMEA plc | 0.01% | Add +114.5% | 2,443 | $928K |
| Horizon Investments, LLC | 0.01% | Reduce -3.9% | 2,441 | $927K |
| Trust Co. of Vermont | 0.04% | No change | 2,412 | $916K |
| Waverly Advisors, LLC | 0.01% | Add +8.0% | 2,412 | $916K |
| Lederer & Associates Investment Counsel | 0.61% | Reduce -21.8% | 2,375 | $902K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -20.2% | 2,353 | $894K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 2,264 | $860K |
| Mengis Capital Management, Inc. | 0.15% | No change | 2,250 | $855K |
| Great Diamond Partners, LLC | 0.16% | Reduce -2.5% | 2,229 | $847K |
| Marshall Financial Group, LLC | 0.16% | New | 2,227 | $846K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -3.7% | 2,203 | $837K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -5.5% | 2,202 | $836K |
| US Bancorp \de | 0.00% | Add +3.1% | 2,201 | $836K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -1.1% | 2,201 | $836K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.2% | 2,193 | $833K |
| MAI Capital Management | 0.00% | Add +0.2% | 2,171 | $825K |
| Fifth Third Bancorp | 0.00% | Add +0.5% | 2,156 | $819K |
| Qsemble Capital Management, LP | 0.07% | New | 2,119 | $805K |
| Azzad Asset Management Inc. | 0.08% | Reduce -1.3% | 2,116 | $804K |
| Bank of Stockton | 0.23% | Reduce -0.1% | 2,116 | $804K |
| Ballentine Partners, LLC | 0.01% | Add +4.0% | 2,082 | $791K |
| Winthrop Partners - WNY, LLC | 0.42% | — | 2,077 | $789K |
| North Dakota State Investment Board | 0.03% | — | 2,042 | $776K |
| Empirical Finance, LLC | 0.04% | Reduce -3.7% | 2,037 | $774K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -30.9% | 2,015 | $765K |
| Gateway Investment Advisers LLC | 0.01% | Add +15.2% | 2,012 | $764K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.9% | 2,008 | $763K |
| Quadrant Capital Group LLC | 0.02% | Add +0.5% | 2,001 | $760K |
| Atria Investments, Inc | 0.01% | Add +14.1% | 1,979 | $752K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 1,975 | $750K |
| Teacher Retirement System of Texas | 0.00% | Reduce -74.7% | 1,970 | $748K |
| Global Retirement Partners, LLC | 0.01% | Add +2.8% | 1,967 | $747K |
| Retireful, LLC | 0.93% | New | 1,940 | $745K |
| Sterling Capital Management LLC | 0.01% | Add +5.7% | 1,907 | $724K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.7% | 1,784 | $704K |
| MainStreet Investment Advisors LLC | 0.10% | Reduce -12.8% | 1,836 | $697K |
| Keybank National Association | 0.00% | Add +0.3% | 1,820 | $691K |
| Verition Fund Management LLC | 0.00% | Reduce -89.2% | 1,807 | $686K |
| Global X Japan Co., Ltd. | 0.05% | Add +309.4% | 1,785 | $678K |
| Assetmark, Inc. | 0.00% | Add +4.1% | 1,785 | $678K |
| Abn Amro Investment Solutions | 0.01% | New | 1,776 | $675K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -39.2% | 1,770 | $672K |
| Lecap Asset Management Ltd. | 0.27% | New | 1,769 | $672K |
| Raiffeisen Bank International AG | 0.01% | No change | 1,742 | $669K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +1.8% | 1,751 | $665K |
| O'ROURKE & COMPANY, Inc | 0.26% | Add +4.8% | 1,750 | $665K |
| Bokf, NA | 0.01% | Reduce -7.7% | 1,748 | $664K |
| Edgestream Partners, L.P. | 0.02% | Reduce -95.1% | 1,746 | $663K |
| GAMMA Investing LLC | 0.03% | Add +36.9% | 1,738 | $660K |
| Sheets Smith Wealth Management | 0.07% | No change | 1,728 | $656K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | — | 1,720 | $653K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 1,718 | $653K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +1.7% | 1,681 | $638K |
| Tiaa Trust, National Association | 0.00% | Reduce -35.9% | 1,667 | $633K |
| Ransom Advisory, Ltd | 0.25% | No change | 1,649 | $626K |
| Praxis Investment Management Inc. | 0.04% | No change | 1,646 | $625K |
| Securian Asset Management, Inc. | 0.02% | Reduce -42.5% | 1,644 | $624K |
| Hyperion Capital Advisors LP | 0.30% | No change | 1,634 | $621K |
| Charter Research & Investment Group, Inc. | 0.41% | No change | 1,630 | $619K |
| Scissortail Wealth Management, LLC | 0.14% | No change | 1,630 | $619K |
| Meeder Advisory Services, Inc. | 0.03% | Add +26.0% | 1,612 | $612K |
| Natural Investments, LLC | 0.15% | Add +17.5% | 1,608 | $610K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -1.8% | 1,605 | $610K |
| Mufg Securities Americas Inc. | 0.04% | Reduce -0.1% | 1,604 | $609K |
| V-Square Quantitative Management LLC | 0.06% | New | 1,600 | $608K |
| Quantitative Investment Management, LLC | 0.06% | Reduce -81.7% | 1,597 | $606K |
| Principal Securities, Inc. | 0.01% | Add +9.3% | 1,594 | $605K |
| Aigen Investment Management, LP | 0.14% | Reduce -52.2% | 1,590 | $604K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -18.8% | 1,589 | $604K |
| Squarepoint Ops LLC | 0.00% | Reduce -98.0% | 1,587 | $603K |
| PFG Investments, LLC | 0.03% | No change | 1,584 | $602K |
| HB Wealth Management, LLC | 0.00% | Add +45.0% | 1,584 | $602K |
| Grandfield & Dodd, LLC | 0.03% | No change | 1,581 | $601K |
| Wahed Invest LLC | 0.08% | Reduce -3.7% | 1,567 | $595K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | No change | 1,567 | $595K |
| Investment Advisory Group, LLC | 0.15% | Reduce -2.6% | 1,560 | $593K |
| Alps Advisors Inc. | 0.00% | Add +0.5% | 1,553 | $590K |
| Huntington National Bank | 0.00% | Add +4.8% | 1,544 | $586K |
| Compound Planning, Inc. | 0.02% | Add +3.1% | 1,538 | $584K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 1,528 | $580K |
| Phoenix Financial Ltd. | 0.01% | Reduce -0.1% | 1,514 | $575K |
| Lido Advisors, LLC | 0.00% | Reduce -2.4% | 1,858 | $563K |
| Greenleaf Trust | 0.01% | Add +2.8% | 1,473 | $559K |
| Aaron Wealth Advisors LLC | 0.03% | New | 1,443 | $548K |
| STRS Ohio | 0.00% | Add +0.2% | 1,427 | $542K |
| AlphaQuest LLC | 0.03% | Add +42.8% | 1,421 | $540K |
| MeadowBrook Investment Advisors LLC | 0.47% | Reduce -0.8% | 1,415 | $537K |
| iA Global Asset Management Inc. | 0.01% | Reduce -22.4% | 1,414 | $537K |
| Advisory Alpha, LLC | 0.01% | Reduce -6.0% | 1,412 | $536K |
| Third View Private Wealth, LLC | 0.07% | — | 1,407 | $534K |
| Vident Advisory, LLC | 0.01% | Reduce -10.2% | 1,397 | $531K |
| Farther Finance Advisors, LLC | 0.01% | Add +14.3% | 1,392 | $529K |
| Guggenheim Capital LLC | 0.00% | Reduce -12.3% | 1,374 | $522K |
| Snowden Capital Advisors LLC | 0.01% | Add +45.3% | 1,369 | $520K |
| Brave Asset Management Inc. | 0.12% | No change | 1,366 | $519K |
| Atlas Brown,Inc. | 0.15% | Reduce -3.4% | 1,365 | $518K |
| Catalyst Funds Management Pty Ltd | 0.12% | New | 1,360 | $517K |
| Ieq Capital, LLC | 0.00% | New | 1,333 | $506K |
| First Financial Bank - Trust Division | 0.04% | No change | 1,330 | $505K |
| Beaton Management Co. Inc. | 0.22% | No change | 1,300 | $494K |
| Avalon Trust Co | 0.03% | Reduce -10.0% | 1,300 | $494K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | No change | 1,289 | $491K |
| Ingalls & Snyder LLC | 0.02% | No change | 1,290 | $490K |
| Callan Family Office, LLC | 0.01% | Add +42.7% | 1,287 | $489K |
| Crestwood Advisors Group, LLC | 0.01% | Add +14.5% | 1,284 | $488K |
| Kuhn & Co Investment Counsel | 0.32% | No change | 1,282 | $487K |
| Syon Capital LLC | 0.02% | Add +23.8% | 1,279 | $486K |
| Wealthspire Advisors, LLC | 0.00% | Add +1661.1% | 1,268 | $482K |
| S-Bank Fund Management Ltd | 0.06% | Reduce -35.6% | 1,255 | $477K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 1,247 | $474K |
| Prudential PLC | 0.00% | Reduce -95.0% | 1,235 | $469K |
| Marble Harbor Investment Counsel, LLC | 0.05% | Reduce -6.3% | 1,230 | $467K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -35.6% | 1,223 | $465K |
| Argent Trust Co | 0.02% | Reduce -0.7% | 1,202 | $457K |
| Marex Group Ltd | 0.00% | New | 1,201 | $456K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 1,155 | $439K |
| DRW Securities, LLC | 0.03% | Reduce -14.8% | 1,151 | $437K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 1,137 | $432K |
| Generali Investments, Management Co LLC | 0.08% | Add +117.8% | 1,111 | $422K |
| Pensionfund Sabic | 0.11% | No change | 1,100 | $418K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.2% | 1,098 | $417K |
| Canada Post Corp Registered Pension Plan | 0.02% | Add +41.9% | 1,084 | $412K |
| Westpac Banking Corp. | 0.03% | Reduce -6.9% | 1,073 | $408K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Reduce -9.5% | 1,072 | $407K |
| Heartland Bank & Trust Co | 0.17% | Reduce -2.5% | 1,069 | $406K |
| Brooklyn Investment Group | 0.02% | New | 1,047 | $403K |
| Marks Group Wealth Management, Inc | 0.04% | New | 1,053 | $400K |
| Accredited Investors Inc. | 0.02% | No change | 1,053 | $400K |
| Claret Asset Management Corp | 0.05% | Reduce -0.2% | 1,049 | $399K |
| Ofi Invest Asset Management | 0.01% | New | 1,045 | $397K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +48.8% | 1,034 | $393K |
| SevenBridge Financial Group, LLC | 0.06% | No change | 1,000 | $391K |
| Choreo, LLC | 0.00% | Add +41.6% | 998 | $383K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -11.3% | 995 | $382K |
| Heritage Investment Group, Inc. | 0.06% | Add +0.1% | 1,001 | $380K |
| NorthRock Partners, LLC | 0.01% | Add +3.6% | 984 | $374K |
| McMillan Office, Inc. | 0.04% | — | 982 | $373K |
| Boston Family Office LLC | 0.02% | Add +2.6% | 979 | $372K |
| 111 Capital | 0.08% | New | 973 | $370K |
| Profund Advisors LLC | 0.01% | Add +21.1% | 969 | $368K |
| Forum Financial Management, LP | 0.00% | Add +21.8% | 962 | $365K |
| TCW Group Inc. | 0.00% | New | 930 | $353K |
| Fiera Capital Corp | 0.00% | No change | 920 | $349K |
| UMB Bank, n.a. | 0.00% | Add +1.7% | 917 | $348K |
| Ethos Financial Group, LLC | 0.03% | New | 917 | $348K |
| KPP Advisory Services LLC | 0.05% | No change | 900 | $342K |
| Graham Capital Management, L.P. | 0.02% | New | 886 | $337K |
| Rice Partnership, LLC | 0.05% | No change | 882 | $335K |
| KilterHowling LLC | 0.17% | No change | 867 | $329K |
| Brown Brothers Harriman & Co. | 0.00% | Add +12.3% | 864 | $328K |
| PCB Capital LLC | 0.52% | — | 850 | $323K |
| Eads & Heald Wealth Management | 0.16% | Reduce -0.9% | 845 | $321K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 815 | $313K |
| Benjamin Edwards Inc. | 0.00% | Add +0.3% | 818 | $311K |
| Viewpoint Capital Management LLC | 0.13% | No change | 815 | $310K |
| Shufro Rose & Co. LLC | 0.02% | No change | 800 | $304K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -7.2% | 799 | $303K |
| Ipswich Investment Management Co., Inc. | 0.07% | No change | 780 | $296K |
| Westerkirk Capital Inc. | 0.03% | Add +16.4% | 761 | $289K |
| Exchange Traded Concepts, LLC | 0.00% | Add +20.5% | 759 | $288K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | New | 758 | $288K |
| Arax Advisory Partners | 0.01% | Reduce -56.1% | 756 | $287K |
| Sage Mountain Advisors LLC | 0.02% | New | 755 | $287K |
| Seeds Investor LLC | 0.05% | Add +0.8% | 748 | $284K |
| EP Wealth Advisors, LLC | 0.00% | — | 745 | $283K |
| Vontobel Holding Ltd. | 0.00% | Reduce -0.4% | 736 | $280K |
| Trust Point Inc. | 0.02% | Reduce -7.8% | 735 | $279K |
| GTS Securities LLC | 0.01% | New | 733 | $278K |
| Guardian Partners Inc. | 0.02% | New | 721 | $276K |
| Columbia Asset Management | 0.05% | No change | 705 | $268K |
| Gilbert & Cook, Inc. | 0.03% | New | 702 | $267K |
| Manchester Capital Management LLC | 0.04% | Add +126.5% | 700 | $266K |
| PKO Investment Management Joint-Stock Co | 0.02% | Reduce -30.0% | 700 | $266K |
| Plato Investment Management Ltd | 0.02% | No change | 695 | $265K |
| AlphaGrep UK Ltd | 0.09% | — | 698 | $265K |
| Panagora Asset Management Inc. | 0.00% | Reduce -8.7% | 694 | $264K |
| Savant Capital, LLC | 0.00% | Reduce -21.0% | 673 | $256K |
| Rehmann Capital Advisory Group | 0.01% | New | 672 | $256K |
| South Dakota Investment Council | 0.00% | Reduce -10.7% | 667 | $253K |
| Stiles Financial Services Inc | 0.08% | New | 663 | $252K |
| Applied Finance Capital Management, LLC | 0.02% | Reduce -46.5% | 663 | $252K |
| Banque de Luxembourg S.A. | 0.11% | No change | 662 | $251K |
| Trust Asset Management LLC | 0.02% | Reduce -3.9% | 660 | $251K |
| Scientech Research LLC | 0.16% | New | 659 | $250K |
| Global Endowment Management, LP | 0.03% | Reduce -40.7% | 655 | $249K |
| Brookwood Investment Group LLC | 0.03% | New | 655 | $249K |
| Clean Yield Group | 0.07% | No change | 650 | $247K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 650 | $247K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 645 | $245K |
| Groupama Asset Managment | 0.00% | New | 643 | $244K |
| Canandaigua National Bank & Trust Co. | 0.02% | New | 642 | $244K |
| Anchor Capital Advisors LLC | 0.01% | New | 634 | $241K |
| Nomura Holdings Inc. | 0.00% | Reduce -97.7% | 627 | $238K |
| Cardinal Strategic Wealth Guidance | 0.06% | New | 623 | $237K |
| Ritholtz Wealth Management | 0.00% | New | 623 | $237K |
| Clearstead Advisors, LLC | 0.00% | Add +5.1% | 616 | $234K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.8% | 606 | $230K |
| FourThought Financial Partners, LLC | 0.02% | New | 603 | $229K |
| Bedel Financial Consulting, Inc. | 0.02% | New | 600 | $228K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 600 | $228K |
| AIA Group Ltd | 0.00% | Reduce -84.4% | 598 | $227K |
| Rockland Trust Co. | 0.01% | New | 596 | $226K |
| Cigna Investments Inc. | 0.03% | New | 589 | $224K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 586 | $223K |
| Portland Global Advisors LLC | 0.02% | New | 582 | $221K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 582 | $221K |
| Nuance Investments, LLC | 0.02% | Reduce -99.6% | 581 | $221K |
| Fiduciary Trust Co | 0.00% | New | 578 | $220K |
| Associated Banc-Corp | 0.01% | New | 566 | $215K |
| Advisory Advocates, LLC | 0.21% | — | 546 | $207K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 543 | $206K |
| Caprock Group, LLC | 0.00% | New | 543 | $206K |
| Beacon Investment Advisors LLC | 0.08% | New | 541 | $205K |
| Vise Technologies, Inc. | 0.00% | New | 541 | $205K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 531 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.7% | 531 | $202K |
| Harvest Fund Management Co., Ltd | 0.01% | No change | 540 | $200K |
| Cacti Asset Management LLC | 0.01% | No change | 500 | $193K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 499 | $190K |
| Gen-Wealth Partners Inc | 0.06% | Reduce -26.3% | 482 | $183K |
| TD Private Client Wealth LLC | 0.00% | Add +28.9% | 482 | $183K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 474 | $180K |
| Ostrum Asset Management | 0.01% | Reduce -25.1% | 459 | $174K |
| CIBC Private Wealth Group LLC | 0.00% | Add +127.8% | 442 | $168K |
| Jones Financial Companies LLLP | 0.00% | Add +80.1% | 434 | $165K |
| Castlefield Investment Partners LLP | 0.13% | — | 431 | $164K |
| Signaturefd, LLC | 0.00% | Add +8.7% | 411 | $156K |
| Tompkins Financial Corp. | 0.01% | No change | 400 | $152K |
| Creative Financial Designs Inc. | 0.01% | Add +3.1% | 393 | $149K |
| CENTRAL TRUST Co | 0.00% | No change | 390 | $148K |
| CX Institutional | 0.00% | Add +12.1% | 389 | $148K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +10.5% | 367 | $139K |
| Rosenberg Matthew Hamilton | 0.03% | Add +8.8% | 359 | $136K |
| Steph & Co. | 0.04% | Add +51.3% | 351 | $133K |
| Sunbelt Securities, Inc. | 0.01% | Add +2.1% | 345 | $131K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 340 | $129K |
| Morse Asset Management, Inc | 0.02% | No change | 290 | $110K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.0% | 286 | $109K |
| Allworth Financial LP | 0.00% | Add +3.9% | 270 | $103K |
| Federated Hermes, Inc. | 0.00% | No change | 254 | $96K |
| Los Angeles Capital Management LLC | 0.00% | New | 281 | $96K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 250 | $95K |
| Spire Wealth Management | 0.00% | No change | 247 | $94K |
| First Pacific Financial | 0.01% | Reduce -4.6% | 229 | $87K |
| Whittier Trust Co. | 0.00% | No change | 217 | $87K |
| Versant Capital Management, Inc | 0.01% | Add +27.7% | 226 | $86K |
| Curat Global, LLC | 0.09% | No change | 216 | $82K |
| Caitong International Asset Management Co., Ltd | 0.02% | Reduce -45.6% | 204 | $77K |
| Quarry LP | 0.01% | Reduce -63.3% | 202 | $77K |
| Monetary Management Group Inc. | 0.02% | New | 200 | $76K |
| Quent Capital, LLC | 0.01% | No change | 196 | $74K |
| Leonteq Securities AG | 0.00% | Reduce -63.7% | 192 | $73K |
| Rothschild Investment LLC | 0.00% | Reduce -34.1% | 187 | $71K |
| Cromwell Holdings LLC | 0.04% | Add +2.3% | 182 | $69K |
| ANTIPODES PARTNERS Ltd | 0.00% | Add +98.9% | 175 | $66K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -25.8% | 173 | $66K |
| CYBER HORNET ETFs LLC | 0.04% | Add +3.7% | 168 | $64K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +28.4% | 163 | $62K |
| Hantz Financial Services, Inc. | 0.00% | Add +42.9% | 160 | $61K |
| Boyd Watterson Asset Management LLC | 0.02% | No change | 160 | $61K |
| Bogart Wealth, LLC | 0.00% | Reduce -1.3% | 157 | $60K |
| Itau Unibanco Holding S.A. | 0.00% | Add +39.6% | 155 | $59K |
| Sentry Investment Management LLC | 0.04% | No change | 146 | $55K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 141 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -22.4% | 135 | $51K |
| eCIO, Inc. | 0.02% | New | 129 | $49K |
| SageView Advisory Group, LLC | 0.00% | New | 117 | $44K |
| Root Financial Partners, LLC | 0.00% | Add +32.2% | 115 | $44K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 114 | $43K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -19.9% | 113 | $43K |
| Cape Investment Advisory, Inc. | 0.01% | Add +1428.6% | 107 | $41K |
| Group One Trading LLC | 0.00% | New | 106 | $40K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $38K |
| Larson Financial Group LLC | 0.00% | Add +23.5% | 100 | $38K |
| Piscataqua Savings Bank | 0.03% | No change | 100 | $38K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Reduce -42.4% | 95 | $36K |
| Smithfield Trust Co | 0.00% | No change | 96 | $36K |
| 2UniFi Bank | 0.02% | No change | 92 | $35K |
| Kennebec Savings Bank | 0.03% | No change | 91 | $35K |
| Summit Securities Group LLC | 0.01% | Reduce -13.6% | 89 | $34K |
| DV Equities, LLC | 0.01% | — | 84 | $32K |
| SHP Wealth Management | 0.00% | — | 84 | $32K |
| Blue Trust, Inc. | 0.00% | Reduce -16.0% | 84 | $32K |
| Parkside Financial Bank & Trust | 0.00% | Add +20.9% | 81 | $31K |
| Ancora Advisors LLC | 0.00% | Add +464.3% | 79 | $30K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 74 | $28K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 73 | $28K |
| Zions Bancorporation, National Association | 0.00% | Add +121.2% | 73 | $28K |
| Private Trust Co. NA | 0.00% | Add +6.0% | 71 | $27K |
| Bangor Savings Bank | 0.00% | No change | 70 | $27K |
| CVA Family Office, LLC | 0.00% | Reduce -1.4% | 68 | $26K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 64 | $24K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 62 | $24K |
| First PREMIER Bank | 0.01% | No change | 60 | $23K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 60 | $23K |
| Prosperity Bancshares Inc | 0.02% | — | 59 | $22K |
| Deseret Mutual Benefit Administrators | 0.01% | Reduce -45.9% | 59 | $22K |
| Covestor Ltd | 0.01% | Reduce -23.0% | 57 | $22K |
| Reflection Asset Management | 0.02% | — | 57 | $22K |
| Fortitude Family Office, LLC | 0.01% | Reduce -3.5% | 56 | $21K |
| MCF Advisors LLC | 0.00% | New | 55 | $21K |
| EFG International AG | 0.00% | — | 55 | $21K |
| ORG Partners LLC | 0.00% | Add +71.9% | 55 | $21K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 52 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.1% | 49 | $19K |
| MV Capital Management, Inc. | 0.00% | No change | 48 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +77.8% | 48 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -2.0% | 48 | $18K |
| IFP Advisors, Inc | 0.00% | Reduce -58.9% | 46 | $17K |
| Johnson Financial Group, Inc. | 0.00% | No change | 40 | $15K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 45 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 36 | $14K |
| TFC Financial Management, Inc. | 0.00% | Add +2.9% | 35 | $13K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.8% | 35 | $13K |
| GW&K Investment Management, LLC | 0.00% | No change | 34 | $13K |
| Grove Bank & Trust | 0.00% | No change | 33 | $13K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -66.0% | 32 | $12K |
| Essential Partners LLC | 0.00% | Add +52.4% | 32 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 30 | $11K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 30 | $11K |
| City Holding Co. | 0.00% | New | 30 | $11K |
| Nvest Wealth Strategies, Inc. | 0.01% | — | 29 | $11K |
| True Wealth Design, LLC | 0.00% | No change | 29 | $11K |
| Elyxium Wealth, LLC | 0.00% | New | 28 | $11K |
| Golden State Wealth Management, LLC | 0.00% | No change | 28 | $11K |
| Park Place Capital Corp | 0.00% | Add +42.1% | 27 | $10K |
| Swiss Re Ltd. | 0.00% | — | 27 | $10K |
| Cornerstone Financial Management LLC | 0.01% | — | 23 | $9K |
| Avion Wealth | 0.00% | Add +4.5% | 23 | $8K |
| Ares Financial Consulting, LLC | 0.01% | — | 20 | $8K |
| Rossby Financial, LCC | 0.00% | Add +33.3% | 20 | $8K |
| NBT Bank, N.A. | 0.00% | No change | 20 | $8K |
| DT Investment Partners, LLC | 0.00% | No change | 19 | $7K |
| International Assets Investment Management, LLC | 0.00% | New | 19 | $7K |
| Aspect Partners, LLC | 0.00% | Add +5.9% | 18 | $7K |
| Meeder Asset Management Inc. | 0.00% | Add +5.9% | 18 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -11.1% | 16 | $6K |
| Bravera Wealth | 0.00% | — | 16 | $6K |
| Albion Financial Group | 0.00% | No change | 15 | $6K |
| Rogco, LP | 0.00% | No change | 15 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -6.3% | 15 | $6K |
| LRI Investments, LLC | 0.00% | Reduce -50.0% | 15 | $6K |
| Sachetta, LLC | 0.00% | No change | 14 | $5K |
| Truvestments Capital LLC | 0.00% | Reduce -30.0% | 14 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 14 | $5K |
| Independence Bank of Kentucky | 0.00% | Reduce -75.5% | 13 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 12 | $5K |
| Howard Hughes Medical Institute | 0.00% | No change | 12 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.7% | 12 | $5K |
| SouthState Bank Corp | 0.00% | Add +175.0% | 11 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 10 | $4K |
| Union Savings Bank | 0.00% | — | 10 | $4K |
| Westfuller Advisors, LLC | 0.00% | No change | 10 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 10 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 10 | $4K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 9 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +50.0% | 9 | $3K |
| Bayforest Capital Ltd | 0.00% | New | 9 | $3K |
| Clark Wealth Partners | 0.00% | No change | 9 | $3K |
| Trust Co. of Toledo NA | 0.00% | No change | 9 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 9 | $3K |
| Abound Wealth Management | 0.00% | No change | 8 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 8 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 8 | $3K |
| First Horizon Corp. | 0.00% | No change | 7 | $3K |
| Sankala Group LLC | 0.00% | — | 8 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -72.7% | 6 | $2K |
| Winnacle Wealth LLC | 0.00% | No change | 6 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +20.0% | 6 | $2K |
| Penserra Capital Management LLC | 0.00% | Reduce -98.2% | 6 | $2K |
| Kilter Group LLC | 0.00% | Reduce -16.7% | 5 | $2K |
| 1015 Capital Partners, LLC | 0.00% | — | 5 | $2K |
| Proathlete Wealth Management LLC | 0.00% | New | 5 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 4 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 4 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 4 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 3 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $1K |
| Optima Capital LLC | 0.00% | New | 3 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 3 | $1K |
| Bellevue Asset Management, LLC | 0.00% | New | 3 | $1K |
| Security National Bank | 0.00% | No change | 3 | $1K |
| WestEnd Advisors, LLC | 0.00% | Add +50.0% | 3 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 4 | $1K |
| Inspire Investing, LLC | 0.00% | New | 2 | $813 |
| Seneschal Advisors, LLC | 0.00% | Add +100.0% | 2 | $760 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 2 | $760 |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -50.0% | 2 | $760 |
| CoreCap Advisors, LLC | 0.00% | Add +100.0% | 2 | $760 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 1 | $482 |
| Cornerstone Planning Group LLC | 0.00% | No change | 1 | $385 |
| Davis Capital Management | 0.00% | No change | 1 | $380 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 1 | $380 |
| Quattro Advisors LLC | 0.00% | — | 1 | $380 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $380 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $380 |
| Torren Management, LLC | 0.00% | — | 1 | $380 |
| Arcadia Investment Management Corp. | 0.00% | New | 1 | $380 |
| Triumph Capital Management | 0.00% | New | 1 | $380 |
| Breakwater Investment Management | 0.00% | New | 1 | $380 |
| Wealth Watch Advisors, INC | 0.00% | No change | 1 | $380 |
| North Star Investment Management Corp. | 0.00% | New | 1 | $380 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $380 |
"% of holder's portfolio" is WAT's weight in each manager's 13F, not the share of Waters Corp. the manager owns.