Advanced Drainage SystemsWMS
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 580 institutions reported holding Advanced Drainage Systems Inc. (WMS) in their 13F filings, up 32 from Q4 2025. 88 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Portfolio Management LLC ($495.8M) and Vanguard Capital Management LLC ($469.5M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).
- Company
- Advanced Drainage Systems Inc.
- CUSIP
- 00790R104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $195.1M |
| Exits | 53 | $78.9M |
All 13F filers, Q4 2025 → Q1 2026: 5,934,762 shares bought and 6,736,196 shares sold, net −801,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 580 holders
| BlackRock, Inc. | 0.02% | Add +4.4% | 7,422,729 | $1.0B |
| Vanguard Portfolio Management LLC | 0.03% | — | 3,615,687 | $495.8M |
| Vanguard Capital Management LLC | 0.01% | — | 3,423,703 | $469.5M |
| State Street Corp. | 0.01% | Add +0.8% | 2,489,531 | $341.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Reduce -4.1% | 2,450,123 | $336.0M |
| Pictet Asset Management Holding SA | 0.32% | Add +32.9% | 2,204,801 | $302.3M |
| Baillie Gifford & Co. | 0.29% | Reduce -8.8% | 2,047,349 | $280.8M |
| First Trust Advisors LP | 0.20% | Reduce -15.6% | 2,044,057 | $280.3M |
| Impax Asset Management Group plc | 1.84% | Reduce -6.7% | 1,927,510 | $264.3M |
| American Century Companies Inc. | 0.12% | Add +9.5% | 1,657,753 | $227.3M |
| Geode Capital Management, LLC | 0.01% | Add +5.8% | 1,344,795 | $184.5M |
| Morgan Stanley | 0.01% | Reduce -22.0% | 1,333,340 | $182.8M |
| Amundi | 0.05% | Add +0.7% | 1,288,672 | $176.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.2% | 1,191,778 | $163.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.45% | Reduce -7.1% | 1,106,423 | $151.7M |
| Wellington Management Group LLP | 0.03% | Reduce -15.9% | 1,063,231 | $145.8M |
| Invesco Ltd. | 0.01% | Reduce -0.2% | 982,528 | $134.7M |
| KBC Group NV | 0.32% | Add +1.6% | 916,981 | $125.7M |
| Impactive Capital LP | 8.52% | Reduce -41.3% | 856,492 | $117.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.1% | 702,650 | $96.4M |
| William Blair Investment Management, LLC | 0.30% | Reduce -4.7% | 655,684 | $89.9M |
| Capital International Investors | 0.02% | Reduce -31.8% | 639,021 | $87.6M |
| Mirova US LLC | 0.98% | Reduce -4.9% | 628,843 | $86.2M |
| Janus Henderson Group PLC | 0.04% | Reduce -1.0% | 592,581 | $81.3M |
| Northern Trust Corp. | 0.01% | Add +1.0% | 589,186 | $80.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.11% | Add +8.1% | 585,972 | $80.3M |
| Westwood Holdings Group Inc. | 0.55% | Add +28.9% | 553,211 | $75.9M |
| Adage Capital Partners Gp, L.L.C. | 0.12% | Add +266.7% | 550,000 | $75.4M |
| Qube Research & Technologies Ltd | 0.11% | Add +147.6% | 546,406 | $74.9M |
| Triodos Investment Management BV | 5.57% | Reduce -0.2% | 536,711 | $73.6M |
| Liontrust Investment Partners LLP | 1.23% | Reduce -8.5% | 524,782 | $72.0M |
| Bank of New York Mellon Corp | 0.01% | Add +5.9% | 519,242 | $71.2M |
| Schroder Investment Management Group | 0.06% | Reduce -14.8% | 525,787 | $69.1M |
| Schonfeld Strategic Advisors LLC | 0.55% | Reduce -2.9% | 489,307 | $67.1M |
| Brown Brothers Harriman & Co. | 0.34% | Reduce -3.9% | 455,614 | $62.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.4% | 451,763 | $62.0M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 449,649 | $61.7M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 439,577 | $60.3M |
| ACK Asset Management LLC | 6.68% | No change | 390,000 | $53.5M |
| Interval Partners, LP | 1.83% | Add +76.3% | 388,875 | $53.3M |
| Allianz Asset Management GmbH | 0.06% | Reduce -20.2% | 381,401 | $52.3M |
| Hill City Capital, LP | 1.81% | Add +131.3% | 370,000 | $50.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -20.2% | 358,948 | $49.2M |
| Corient Private Wealth LP | 0.07% | Reduce -2.9% | 342,161 | $46.9M |
| Stifel Financial Corp. | 0.04% | Add +0.7% | 318,746 | $43.7M |
| Robeco Schweiz AG | 0.89% | Reduce -15.3% | 308,404 | $42.3M |
| Franklin Resources Inc. | 0.01% | Reduce -18.7% | 298,712 | $41.0M |
| Van Lanschot Kempen Investment Management N.V. | 0.35% | Add +47.5% | 294,898 | $40.4M |
| Gotham Asset Management | 0.12% | Add +22.9% | 294,728 | $40.4M |
| Baron Capital (BAMCO) | 0.12% | Reduce -1.2% | 291,152 | $39.9M |
| JPMorgan Chase & Co. | 0.00% | Add +14.6% | 292,566 | $38.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -1.7% | 274,556 | $37.6M |
| TD Asset Management Inc | 0.03% | Reduce -25.5% | 272,240 | $37.3M |
| Owls Nest Partners IA, LLC | 12.68% | Add +47.3% | 264,101 | $36.2M |
| Capital World Investors | 0.00% | New | 262,854 | $36.0M |
| Alyeska Investment Group, L.P. | 0.10% | New | 258,508 | $35.4M |
| Geneva Capital Management LLC | 0.75% | Reduce -3.2% | 255,923 | $35.1M |
| Legal & General Group Plc | 0.01% | Reduce -0.3% | 234,949 | $32.2M |
| Millennium Management | 0.02% | Add +26.3% | 223,895 | $30.7M |
| AQR Capital Management | 0.01% | Add +395.5% | 224,779 | $30.1M |
| UBS Group AG | 0.01% | Reduce -8.6% | 218,057 | $29.9M |
| Quantinno Capital Management LP | 0.05% | Add +5.8% | 213,971 | $29.3M |
| Russell Investments Group, Ltd. | 0.03% | Add +26.0% | 209,806 | $28.8M |
| Mackenzie Financial Corp. | 0.03% | Reduce -0.2% | 207,424 | $28.4M |
| Aberdeen Group plc | 0.05% | Reduce -27.9% | 205,725 | $28.2M |
| Mediolanum International Funds Ltd | 0.30% | Add +7.0% | 212,849 | $28.0M |
| Thrivent Financial for Lutherans | 0.05% | Add +0.2% | 203,969 | $28.0M |
| GMO | 0.07% | Reduce -1.9% | 197,844 | $27.1M |
| PGGM Investments | 0.46% | Reduce -44.0% | 190,291 | $26.1M |
| Rhumbline Advisers | 0.02% | Add +1.7% | 183,319 | $25.1M |
| Loomis Sayles & Co. L P | 0.03% | Add +66.8% | 180,670 | $24.8M |
| Sei Investments Co. | 0.02% | Add +6.3% | 180,395 | $24.7M |
| Mirova | 0.96% | Add +1669.7% | 172,152 | $23.6M |
| Massachusetts Financial Services Co. | 0.01% | Add +0.1% | 154,638 | $23.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Reduce -22.4% | 165,932 | $22.8M |
| Swedbank AB | 0.02% | Reduce -21.8% | 164,961 | $22.6M |
| Storebrand Asset Management As | 0.06% | Add +5.2% | 163,525 | $22.4M |
| Principal Financial Group Inc. | 0.01% | Add +4.0% | 159,913 | $21.9M |
| Epoch Investment Partners, Inc. | 0.13% | Reduce -23.2% | 158,803 | $21.8M |
| Royal Bank of Canada | 0.00% | Add +12.9% | 154,436 | $21.2M |
| J. Safra Sarasin Holding AG | 0.36% | Reduce -8.4% | 152,496 | $20.9M |
| Nuveen, LLC | 0.01% | Add +56.1% | 150,403 | $20.6M |
| Jupiter Asset Management Ltd. | 0.11% | No change | 146,197 | $20.0M |
| Swiss National Bank | 0.01% | Add +0.3% | 146,100 | $20.0M |
| California Public Employees Retirement System | 0.01% | Add +11.9% | 139,885 | $19.2M |
| Duff & Phelps Investment Management Co. | 0.20% | Add +0.0% | 139,629 | $19.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +0.6% | 137,130 | $18.8M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -57.2% | 134,917 | $18.5M |
| OP Asset Management Ltd | 0.18% | Add +484.2% | 133,989 | $18.4M |
| Rathbones Group PLC | 0.07% | Reduce -14.0% | 130,792 | $17.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.6% | 127,237 | $17.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 123,643 | $17.0M |
| Cramer Rosenthal McGlynn LLC | 1.21% | Reduce -12.4% | 119,850 | $16.4M |
| ABN AMRO Bank N.V. | 0.17% | Reduce -3.4% | 114,694 | $15.9M |
| AEGON ASSET MANAGEMENT UK Plc | 0.21% | Reduce -27.9% | 113,778 | $15.6M |
| Exchange Traded Concepts, LLC | 0.12% | Add +957.9% | 113,322 | $15.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +31.2% | 111,300 | $15.3M |
| Lombard Odier Asset Management (Europe) Ltd | 1.25% | Add +87.0% | 111,124 | $15.2M |
| WCM Investment Management, LLC | 0.03% | Reduce -3.1% | 113,937 | $15.0M |
| Distillate Capital Partners LLC | 0.77% | New | 106,675 | $14.6M |
| Driehaus Capital Management LLC | 0.11% | Reduce -20.4% | 105,562 | $14.5M |
| Achmea Investment Management B.V. | 0.37% | Reduce -2.8% | 102,883 | $14.1M |
| Jane Street Group, LLC | 0.01% | Reduce -20.8% | 98,186 | $13.5M |
| Alliancebernstein L.P. | 0.00% | Add +0.5% | 91,301 | $13.2M |
| Man Group plc | 0.03% | Add +28.4% | 95,764 | $13.1M |
| FMR LLC | 0.00% | Add +21.6% | 92,469 | $12.7M |
| Van Eck Associates Corp. | 0.01% | Add +5.0% | 92,142 | $12.6M |
| Citadel Advisors | 0.01% | Reduce -89.7% | 88,723 | $12.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +33.7% | 88,309 | $12.1M |
| Retirement Systems of Alabama | 0.04% | Add +2.3% | 87,857 | $12.0M |
| California State Teachers Retirement System | 0.01% | Add +25.4% | 86,740 | $11.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +36.2% | 85,712 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Add +3.9% | 84,997 | $11.7M |
| Peregrine Capital Management LLC | 0.42% | Reduce -14.6% | 82,628 | $11.3M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -83.6% | 81,881 | $11.2M |
| Candriam S.C.A. | 0.06% | Reduce -13.3% | 81,455 | $11.2M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +266.6% | 80,614 | $11.1M |
| Deutsche Bank AG | 0.00% | Add +49.2% | 80,443 | $11.0M |
| Perpetual Ltd | 0.17% | Reduce -18.2% | 79,183 | $10.9M |
| State of Alaska, Department of Revenue | 0.12% | Add +240.8% | 78,963 | $10.8M |
| Kornitzer Capital Management Inc. | 0.23% | No change | 76,180 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -3.1% | 74,769 | $10.3M |
| Bridgewater Associates | 0.04% | Add +20.3% | 73,258 | $10.0M |
| Fifth Third Bancorp | 0.02% | Add +51.9% | 72,766 | $10.0M |
| ArrowMark Colorado Holdings LLC | 0.25% | Add +4.5% | 69,000 | $9.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 66,808 | $9.2M |
| Verition Fund Management LLC | 0.09% | Add +36.1% | 64,588 | $8.9M |
| Pier Capital, LLC | 1.44% | Add +26.7% | 63,860 | $8.8M |
| FIL Ltd | 0.01% | Add +13.2% | 62,752 | $8.6M |
| Nordea Investment Management AB | 0.01% | Reduce -4.8% | 64,268 | $8.6M |
| Channing Capital Management, LLC | 0.22% | Reduce -2.9% | 61,266 | $8.4M |
| Nomura Asset Management International Inc. | 0.01% | Add +1.3% | 59,314 | $8.1M |
| Archon Partners LLC | 0.96% | Add +47.5% | 59,000 | $8.1M |
| Scopus Asset Management, L.P. | 0.25% | Reduce -50.8% | 57,966 | $7.9M |
| ExodusPoint Capital Management, LP | 0.08% | New | 55,665 | $7.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.3% | 55,012 | $7.6M |
| EDENTREE ASSET MANAGEMENT Ltd | 2.28% | No change | 55,057 | $7.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.8% | 54,906 | $7.5M |
| Segall Bryant & Hamill, LLC | 0.11% | New | 54,391 | $7.5M |
| Mawer Investment Management Ltd. | 0.05% | Reduce -17.5% | 53,935 | $7.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -14.9% | 53,196 | $7.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.7% | 51,591 | $7.1M |
| Azimuth Capital Investment Management LLC | 0.26% | New | 51,339 | $7.0M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 50,080 | $6.9M |
| Cercano Management LLC | 0.30% | Reduce -50.1% | 50,016 | $6.9M |
| Vest Financial, LLC | 0.08% | Add +5.0% | 48,660 | $6.7M |
| Caisse de depot et placement du Quebec | 0.01% | Add +363.1% | 46,336 | $6.4M |
| PDT Partners, LLC | 0.37% | No change | 45,721 | $6.3M |
| Treasurer of the State of North Carolina | 0.02% | Add +4.8% | 44,831 | $6.1M |
| STRS Ohio | 0.02% | Add +229.5% | 44,790 | $6.1M |
| Agf Management Ltd. | 0.03% | Add +48.9% | 44,750 | $6.1M |
| Twinbeech Capital LP | 0.63% | New | 44,696 | $6.1M |
| Prentiss Smith & Co. Inc. | 3.48% | Add +1.6% | 43,762 | $6.0M |
| New York State Common Retirement Fund | 0.01% | No change | 43,296 | $5.9M |
| LPL Financial LLC | 0.00% | Reduce -6.0% | 42,934 | $5.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.3% | 41,101 | $5.6M |
| Essex Investment Management Co. LLC | 0.88% | Reduce -5.3% | 40,569 | $5.6M |
| WINTON GROUP Ltd | 0.19% | New | 40,298 | $5.5M |
| Vontobel Holding Ltd. | 0.02% | Add +71.9% | 38,949 | $5.3M |
| Squarepoint Ops LLC | 0.01% | Add +475.6% | 38,497 | $5.3M |
| Oppenheimer & Co. Inc. | 0.06% | Add +128.3% | 37,707 | $5.2M |
| Weiss Asset Management LP | 0.13% | New | 37,700 | $5.2M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.05% | No change | 37,043 | $5.1M |
| HSBC Holdings PLC | 0.00% | Add +61.6% | 37,093 | $5.1M |
| MetLife Investment Management, LLC | 0.02% | Add +0.8% | 35,237 | $4.8M |
| Crossmark Global Holdings, Inc. | 0.07% | Add +744.0% | 34,832 | $4.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.05% | New | 34,732 | $4.8M |
| Bridges Investment Management Inc. | 0.06% | Add +15.8% | 34,259 | $4.7M |
| SG Capital Management LLC | 0.39% | Reduce -82.6% | 34,219 | $4.7M |
| Amalgamated Bank | 0.03% | Add +1.2% | 32,956 | $4.5M |
| Advisors Capital Management, LLC | 0.05% | Add +61.1% | 31,314 | $4.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 31,306 | $4.3M |
| Alpine Peaks Capital, LP | 4.25% | Reduce -0.8% | 30,670 | $4.2M |
| Elo Mutual Pension Insurance Co | 0.07% | Add +111.7% | 30,478 | $4.2M |
| HighTower Advisors, LLC | 0.00% | Add +11.0% | 30,300 | $4.2M |
| BLI - Banque de Luxembourg Investments | 0.12% | No change | 28,400 | $4.1M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +0.5% | 29,884 | $4.1M |
| Vision Capital Management, Inc. | 0.51% | Add +2.1% | 29,639 | $4.1M |
| State of Tennessee, Department of Treasury | 0.01% | Add +18.7% | 29,538 | $4.1M |
| Victory Capital Management Inc. | 0.00% | Add +41.1% | 29,494 | $4.0M |
| Barclays PLC | 0.00% | Reduce -41.7% | 28,976 | $4.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +7.2% | 27,808 | $3.8M |
| Capital Investment Counsel, LLC | 0.52% | New | 27,661 | $3.8M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -7.8% | 27,464 | $3.8M |
| Natixis Advisors, LLC | 0.01% | Reduce -9.5% | 27,452 | $3.8M |
| Gryphon Financial Partners LLC | 0.39% | New | 27,447 | $3.8M |
| Future Fund LLC | 1.32% | Add +27.1% | 27,329 | $3.7M |
| One Capital Management, LLC | 0.10% | Add +27.1% | 27,329 | $3.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +328.9% | 25,996 | $3.6M |
| Handelsbanken Fonder AB | 0.01% | Add +7.9% | 25,866 | $3.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 25,107 | $3.4M |
| 1832 Asset Management L.P. | 0.00% | Add +0.7% | 24,855 | $3.4M |
| Creative Planning | 0.00% | Add +24.1% | 24,733 | $3.4M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +4207.6% | 24,424 | $3.3M |
| Jump Financial, LLC | 0.05% | Add +390.2% | 23,332 | $3.2M |
| Oxbow Advisors, LLC | 0.27% | New | 23,208 | $3.2M |
| Rik Saylor Financial, Inc. | 2.39% | Add +0.4% | 22,907 | $3.1M |
| Daiwa Securities Group Inc. | 0.01% | No change | 21,930 | $3.0M |
| Yousif Capital Management, LLC | 0.04% | Reduce -2.8% | 21,820 | $3.0M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 21,511 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 21,297 | $2.9M |
| Prudential Financial Inc. | 0.00% | Add +292.4% | 21,131 | $2.9M |
| Louisiana State Employees Retirement System | 0.05% | Add +5.0% | 20,800 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.5% | 20,564 | $2.8M |
| Arizona State Retirement System | 0.02% | Reduce -1.5% | 20,297 | $2.8M |
| Asset Management One Co., Ltd. | 0.01% | Add +1.3% | 20,231 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +5.0% | 19,769 | $2.7M |
| Madison Asset Management, LLC | 0.03% | Reduce -16.6% | 19,424 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 19,391 | $2.7M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.09% | Reduce -8.7% | 19,337 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +20.6% | 19,031 | $2.6M |
| XTX Topco Ltd | 0.05% | New | 18,978 | $2.6M |
| Calamos Advisors LLC | 0.01% | New | 18,973 | $2.6M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 18,366 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 17,956 | $2.5M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 18,354 | $2.5M |
| Icon Advisers Inc. | 0.57% | No change | 17,550 | $2.4M |
| State of Michigan Retirement System | 0.01% | Add +1.8% | 17,200 | $2.4M |
| Bank of Montreal | 0.00% | Add +16.4% | 16,730 | $2.3M |
| Focus Partners Wealth | 0.00% | Reduce -17.7% | 16,305 | $2.3M |
| Union Bancaire Privee, UBP SA | 0.03% | Reduce -18.6% | 17,016 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.8% | 16,400 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.3% | 16,054 | $2.2M |
| Inspire Investing, LLC | 0.13% | Add +23904.5% | 15,843 | $2.2M |
| Brevan Howard Capital Management LP | 0.02% | Add +880.7% | 15,818 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.0% | 15,460 | $2.1M |
| Corbyn Investment Management Inc. | 0.98% | Reduce -1.0% | 15,263 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.0% | 15,224 | $2.1M |
| Citigroup Inc. | 0.00% | Add +28.2% | 15,147 | $2.1M |
| Bell Asset Management Ltd | 0.61% | Reduce -35.4% | 15,045 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +3.1% | 14,743 | $2.0M |
| Raiffeisen Bank International AG | 0.03% | Add +66.7% | 15,000 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +16.6% | 14,202 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 14,100 | $1.9M |
| Mariner, LLC | 0.00% | Add +12.4% | 13,440 | $1.8M |
| Dynamic Technology Lab Private Ltd | 0.30% | Add +211.1% | 13,425 | $1.8M |
| &partners | 0.01% | Reduce -22.9% | 13,378 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.06% | New | 13,312 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Add +0.7% | 13,202 | $1.8M |
| Meridian Wealth Management, LLC | 0.06% | New | 13,109 | $1.8M |
| BDF-Gestion | 0.24% | New | 13,000 | $1.8M |
| Atom Investors LP | 0.13% | Reduce -36.4% | 12,940 | $1.8M |
| Dayah Capital LLC | 1.02% | New | 12,801 | $1.8M |
| DNB Asset Management AS | 0.01% | Add +29.6% | 12,698 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +24.8% | 12,078 | $1.7M |
| Picton Mahoney Asset Management | 0.02% | New | 12,034 | $1.7M |
| Beck Mack & Oliver LLC | 0.03% | Add +11.7% | 11,662 | $1.6M |
| Trexquant Investment LP | 0.01% | New | 11,633 | $1.6M |
| Clearbridge Investments, LLC | 0.00% | Reduce -2.5% | 11,615 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +129.3% | 11,584 | $1.6M |
| Intech Investment Management LLC | 0.02% | Add +97.8% | 11,289 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +117.5% | 11,104 | $1.5M |
| Montanaro Asset Management Ltd | 0.44% | Reduce -33.7% | 10,800 | $1.5M |
| Richard Bernstein Advisors LLC | 0.04% | New | 10,381 | $1.4M |
| AA Financial Advisors, LLC | 0.20% | No change | 10,152 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +306.9% | 9,933 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +31.9% | 9,878 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +350.3% | 9,772 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.39% | Add +4.3% | 9,608 | $1.3M |
| Kovack Advisors, Inc. | 0.07% | Reduce -12.0% | 9,170 | $1.3M |
| Northwest & Ethical Investments L.P. | 0.03% | Add +3.1% | 9,062 | $1.2M |
| Assenagon Asset Management S.A. | 0.00% | New | 9,032 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Add +23.6% | 8,964 | $1.2M |
| Xponance LLC | 0.01% | Add +35.4% | 8,901 | $1.2M |
| Tidal Investments LLC | 0.00% | Add +41.6% | 8,819 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.1% | 8,786 | $1.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -93.4% | 8,693 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -10.6% | 8,652 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.6% | 8,604 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.4% | 8,554 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Add +45.0% | 8,546 | $1.2M |
| Credit Agricole S A | 0.00% | New | 8,500 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -13.3% | 8,493 | $1.2M |
| Allstate Corp. | 0.01% | New | 8,475 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +9.5% | 8,282 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -65.5% | 8,116 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -6.4% | 7,885 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -3.7% | 7,787 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Add +407.2% | 7,740 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,389 | $1.0M |
| Castleark Management LLC | 0.03% | New | 7,190 | $986K |
| Benjamin Edwards Inc. | 0.01% | Add +216.4% | 7,166 | $983K |
| Nissay Asset Management Corp. /Japan | 0.01% | No change | 7,165 | $983K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.3% | 7,098 | $977K |
| Lazard Asset Management LLC | 0.00% | Add +37.3% | 7,125 | $977K |
| South Dakota Investment Council | 0.02% | No change | 7,000 | $960K |
| Marshall Wace, LLP | 0.00% | Reduce -50.3% | 6,936 | $951K |
| Illinois Municipal Retirement Fund | 0.01% | New | 6,722 | $922K |
| Absher Wealth Management, LLC | 0.11% | Reduce -45.1% | 6,719 | $921K |
| Y.D. More Investments Ltd | 0.04% | Add +67.2% | 6,688 | $917K |
| Federated Hermes, Inc. | 0.00% | Add +0.1% | 6,637 | $910K |
| Swiss Life Asset Management Ltd | 0.00% | Add +89.3% | 6,519 | $894K |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -31.4% | 6,510 | $893K |
| Vestcor Inc | 0.02% | New | 6,499 | $891K |
| Independent Advisor Alliance | 0.01% | Add +0.2% | 6,459 | $886K |
| PFG Investments, LLC | 0.04% | Reduce -2.2% | 6,356 | $872K |
| CenterBook Partners LP | 0.05% | New | 6,353 | $871K |
| Quadrant Capital Group LLC | 0.03% | Add +3.7% | 6,258 | $858K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -2.6% | 6,204 | $851K |
| Aristeia Capital, L.L.C. | 0.03% | Add +18.3% | 6,050 | $830K |
| Bridgefront Capital, LLC | 0.20% | Reduce -21.9% | 5,997 | $822K |
| Virtu Financial LLC | 0.03% | New | 5,787 | $794K |
| Foresight Group Ltd Liability Partnership | 0.14% | No change | 5,978 | $785K |
| Nicolet Bankshares Inc. | 0.03% | New | 5,623 | $770K |
| Brooklyn Investment Group | 0.02% | Add +174.8% | 5,405 | $741K |
| DRW Securities, LLC | 0.04% | Add +280.2% | 5,364 | $736K |
| First Eagle Investment Management, LLC | 0.00% | No change | 5,326 | $730K |
| Oak Thistle LLC | 0.07% | New | 5,305 | $727K |
| Securian Asset Management, Inc. | 0.03% | Add +2.3% | 5,282 | $724K |
| Truist Financial Corp. | 0.00% | Add +14.3% | 5,270 | $723K |
| Ofi Invest Asset Management | 0.01% | New | 6,062 | $721K |
| Voya Investment Management LLC | 0.00% | Reduce -1.3% | 5,150 | $706K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +59.5% | 5,134 | $704K |
| Apollon Wealth Management, LLC | 0.01% | New | 5,122 | $702K |
| Stone House Investment Management, LLC | 0.12% | New | 5,075 | $696K |
| Pathstone Holdings, LLC | 0.00% | Add +3.6% | 4,852 | $665K |
| QRG Capital Management, Inc. | 0.01% | Reduce -28.9% | 4,840 | $664K |
| Gibbs Wealth Management | 0.09% | Add +13.2% | 4,818 | $661K |
| Brown Advisory Inc. | 0.00% | Add +1.9% | 4,796 | $658K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.3% | 4,735 | $649K |
| Aquatic Capital Management LLC | 0.02% | Reduce -17.9% | 4,714 | $646K |
| Inceptionr LLC | 0.15% | Add +7.6% | 4,561 | $625K |
| Neuberger Berman Group LLC | 0.00% | Add +3.0% | 4,503 | $617K |
| Henshaw Capital LLC | 0.02% | No change | 4,424 | $607K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.4% | 4,332 | $593K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -12.6% | 4,287 | $588K |
| Cullen Capital Management, LLC | 0.01% | Add +6.7% | 4,268 | $585K |
| Blair William & Co. | 0.00% | New | 4,167 | $571K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -23.8% | 4,140 | $568K |
| Oddo BHF Asset Management Sas | 0.02% | New | 4,129 | $566K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.1% | 4,126 | $566K |
| D.B. Root & Company, LLC | 0.13% | Reduce -2.6% | 4,051 | $556K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.2% | 4,043 | $554K |
| Blue Edge Capital, LLC | 0.07% | No change | 4,012 | $550K |
| Caprock Group, LLC | 0.01% | Reduce -53.0% | 4,010 | $550K |
| Two Sigma Investments, LP | 0.00% | New | 3,813 | $523K |
| Abacus Wealth Partners, LLC | 0.05% | Add +0.2% | 3,805 | $522K |
| Utah Retirement Systems | 0.01% | No change | 3,776 | $518K |
| VARCOV Co. | 0.19% | New | 3,736 | $512K |
| Diversify Wealth Management, LLC | 0.01% | New | 3,497 | $512K |
| Freestone Grove Partners LP | 0.00% | New | 3,649 | $500K |
| Graver Capital Management, LLC | 0.38% | Reduce -29.4% | 3,647 | $500K |
| Journey Advisory Group, LLC | 0.04% | Add +0.0% | 3,628 | $497K |
| Alps Advisors Inc. | 0.00% | Add +10.8% | 3,606 | $494K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -1.7% | 3,605 | $494K |
| Brave Asset Management Inc. | 0.12% | No change | 3,600 | $494K |
| Ethic Inc. | 0.01% | Add +63.1% | 3,591 | $492K |
| Jones Financial Companies LLLP | 0.00% | Add +83.7% | 3,622 | $481K |
| Fox Run Management, L.L.C. | 0.08% | Add +66.4% | 3,621 | $476K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 3,465 | $475K |
| AXS Investments LLC | 0.18% | No change | 3,300 | $453K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,276 | $449K |
| Scotia Capital Inc. | 0.00% | Add +9.2% | 3,268 | $448K |
| Dempze Nancy E | 0.24% | Reduce -12.2% | 3,250 | $446K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +7.5% | 3,236 | $444K |
| RWC Asset Management LLP | 0.02% | No change | 3,234 | $443K |
| Syon Capital LLC | 0.02% | Reduce -31.9% | 3,204 | $439K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +88.8% | 3,185 | $437K |
| Balance Wealth Partners LLC | 0.13% | No change | 3,161 | $433K |
| US Bancorp \de | 0.00% | Add +3.6% | 3,158 | $433K |
| State of Wyoming | 0.05% | Add +130.0% | 3,121 | $428K |
| Cwm, LLC | 0.00% | Add +228.9% | 3,069 | $421K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -99.3% | 3,067 | $421K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -2.8% | 3,007 | $412K |
| Nomura Holdings Inc. | 0.00% | Reduce -55.0% | 2,960 | $406K |
| Focus Financial Network, Inc. | 0.01% | Add +0.0% | 2,952 | $405K |
| Fieldview Capital Management, LLC | 0.12% | Add +74.4% | 2,945 | $404K |
| Portside Wealth Group, LLC | 0.05% | Reduce -15.6% | 2,922 | $401K |
| Concentric Capital Strategies, LP | 0.03% | New | 2,896 | $397K |
| ProShare Advisors LLC | 0.00% | Add +0.2% | 2,874 | $394K |
| Baker Avenue Asset Management, LP | 0.01% | Add +5.1% | 2,774 | $380K |
| Outlook Wealth Advisors, LLC | 0.09% | Reduce -0.8% | 2,763 | $379K |
| 17 Capital Partners, LLC | 0.20% | New | 2,750 | $377K |
| Norden Group LLC | 0.04% | Reduce -8.5% | 2,731 | $375K |
| EntryPoint Capital, LLC | 0.11% | New | 2,728 | $374K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -16.5% | 2,707 | $371K |
| Intrust Bank NA | 0.03% | Add +5.8% | 2,707 | $371K |
| Guinness Asset Management LTD | 0.01% | No change | 2,705 | $371K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -34.5% | 2,701 | $370K |
| ELCO Management Co., LLC | 0.17% | Add +24.5% | 2,608 | $358K |
| Walleye Trading LLC | 0.01% | New | 2,604 | $357K |
| Cetera Trust Company, N.A | 0.20% | No change | 2,600 | $357K |
| Sterling Capital Management LLC | 0.01% | Reduce -39.2% | 2,583 | $354K |
| Vident Advisory, LLC | 0.00% | Add +24.4% | 2,578 | $354K |
| Lombard Odier Asset Management (Switzerland) SA | 0.01% | New | 2,536 | $348K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 2,523 | $346K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -40.8% | 2,432 | $334K |
| CIBC Asset Management Inc | 0.00% | No change | 2,432 | $334K |
| Chesapeake Capital Corp. | 0.24% | Reduce -21.3% | 2,407 | $330K |
| Accredited Investors Inc. | 0.02% | New | 2,403 | $330K |
| Isthmus Partners, LLC | 0.03% | Reduce -15.3% | 2,398 | $329K |
| TCW Group Inc. | 0.00% | Reduce -0.7% | 2,393 | $328K |
| Shelton Capital Management | 0.01% | No change | 2,386 | $327K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,364 | $324K |
| Ballentine Partners, LLC | 0.00% | Reduce -9.0% | 2,338 | $321K |
| Walleye Capital LLC | 0.00% | New | 2,246 | $308K |
| M&G PLC | 0.00% | No change | 2,218 | $304K |
| Trueblood Wealth Management, LLC | 0.12% | Add +32.8% | 2,208 | $303K |
| Callan Family Office, LLC | 0.01% | Add +18.2% | 2,180 | $299K |
| Summit Creek Advisors LLC | 0.06% | No change | 2,170 | $298K |
| Pinebridge Investments LLC | 0.00% | New | 2,154 | $295K |
| Oarsman Capital, Inc. | 0.04% | Reduce -6.1% | 2,140 | $293K |
| Praxis Investment Management Inc. | 0.02% | Add +7.0% | 2,130 | $292K |
| Compound Planning, Inc. | 0.01% | Add +1.6% | 2,109 | $289K |
| North Dakota State Investment Board | 0.01% | Reduce -17.5% | 2,066 | $283K |
| Park Avenue Securities LLC | 0.00% | Reduce -11.7% | 2,064 | $283K |
| Inscription Capital, LLC | 0.03% | Reduce -17.6% | 2,055 | $282K |
| Hantz Financial Services, Inc. | 0.00% | Add +34.2% | 2,032 | $279K |
| JB Capital LLC | 0.01% | Add +0.1% | 2,007 | $275K |
| Welch Financial Planning, LLC | 0.20% | No change | 2,000 | $274K |
| Hartree Partners, LP | 0.06% | New | 2,000 | $274K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 2,000 | $274K |
| Claret Asset Management Corp | 0.03% | Add +0.1% | 1,974 | $271K |
| Lecap Asset Management Ltd. | 0.10% | Reduce -73.4% | 1,944 | $267K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -22.2% | 1,928 | $264K |
| Fiduciary Alliance LLC | 0.02% | No change | 1,765 | $261K |
| MML Investors Services, LLC | 0.00% | Reduce -3.1% | 1,901 | $261K |
| HB Wealth Management, LLC | 0.00% | Add +27.9% | 1,874 | $257K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.2% | 1,841 | $252K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +7.7% | 1,800 | $247K |
| Marshall Financial Group, LLC | 0.04% | Reduce -0.4% | 1,795 | $246K |
| Moody Aldrich Partners LLC | 0.04% | New | 1,784 | $245K |
| Centiva Capital, LP | 0.01% | New | 1,775 | $243K |
| GAMMA Investing LLC | 0.01% | Add +3.9% | 1,756 | $241K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -26.0% | 1,565 | $241K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.8% | 1,741 | $239K |
| RFG Advisory, LLC | 0.00% | New | 1,730 | $237K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 1,727 | $237K |
| Choreo, LLC | 0.00% | Reduce -15.6% | 1,675 | $230K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -8.3% | 1,674 | $230K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -65.2% | 1,668 | $229K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +0.7% | 1,653 | $227K |
| Certuity, LLC | 0.01% | New | 1,640 | $225K |
| Boston Trust Walden Corp | 0.00% | Reduce -17.7% | 1,625 | $223K |
| Private Advisor Group, LLC | 0.00% | Reduce -14.6% | 1,609 | $221K |
| Profund Advisors LLC | 0.01% | Add +3.0% | 1,578 | $216K |
| Phoenix Financial Ltd. | 0.00% | Reduce -6.5% | 1,554 | $213K |
| Sepio Capital, LP | 0.01% | Reduce -31.5% | 1,531 | $210K |
| Creative Financial Designs Inc. | 0.01% | Add +27.3% | 1,496 | $205K |
| Acadian Asset Management LLC | 0.00% | New | 1,475 | $202K |
| Great Lakes Advisors, LLC | 0.00% | New | 1,471 | $202K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Add +45.4% | 1,455 | $200K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 1,413 | $194K |
| IFP Advisors, Inc | 0.00% | Add +3470.3% | 1,321 | $181K |
| UMB Bank, n.a. | 0.00% | Reduce -4.1% | 1,126 | $154K |
| Horizon Investments, LLC | 0.00% | Reduce -23.2% | 1,115 | $153K |
| Parallel Advisors, LLC | 0.00% | Add +18.1% | 1,027 | $141K |
| Los Angeles Capital Management LLC | 0.00% | Add +238.4% | 1,022 | $140K |
| Quarry LP | 0.03% | Add +797.2% | 951 | $130K |
| Versant Capital Management, Inc | 0.01% | Reduce -32.5% | 853 | $117K |
| Spire Wealth Management | 0.00% | Add +0.1% | 822 | $113K |
| Anchor Investment Management, LLC | 0.01% | No change | 800 | $110K |
| Leonteq Securities AG | 0.01% | Reduce -17.7% | 749 | $103K |
| Signaturefd, LLC | 0.00% | Add +6.6% | 710 | $97K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 590 | $81K |
| Huntington National Bank | 0.00% | Add +801.7% | 541 | $74K |
| MAI Capital Management | 0.00% | Add +939.2% | 530 | $73K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +128.4% | 466 | $64K |
| Ancora Advisors LLC | 0.00% | Add +81.0% | 447 | $61K |
| Larson Financial Group LLC | 0.00% | Add +11.4% | 420 | $58K |
| Blue Trust, Inc. | 0.00% | Reduce -24.8% | 403 | $55K |
| Bessemer Group Inc. | 0.00% | Add +70.3% | 395 | $54K |
| IFG Advisory, LLC | 0.15% | New | 380 | $52K |
| Penserra Capital Management LLC | 0.00% | Add +3.3% | 375 | $51K |
| Bayforest Capital Ltd | 0.05% | Reduce -76.8% | 321 | $44K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +41.6% | 320 | $44K |
| Wellington-Altus USA Inc. | 0.03% | No change | 270 | $42K |
| Vega Investment Solutions | 0.01% | No change | 274 | $38K |
| Avalon Trust Co | 0.00% | No change | 270 | $37K |
| Sunbelt Securities, Inc. | 0.00% | Add +9.5% | 264 | $36K |
| Covestor Ltd | 0.02% | Reduce -41.2% | 261 | $36K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 233 | $34K |
| SJS Investment Consulting Inc. | 0.00% | Add +78.1% | 244 | $33K |
| Allworth Financial LP | 0.00% | Add +109.7% | 239 | $33K |
| WPG Advisers, LLC | 0.02% | Add +2.7% | 225 | $31K |
| Arax Advisory Partners | 0.00% | Reduce -18.1% | 208 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.0% | 206 | $28K |
| Mather Group, Llc. | 0.00% | New | 204 | $28K |
| Manchester Capital Management LLC | 0.00% | No change | 200 | $27K |
| Oakworth Capital, Inc. | 0.00% | No change | 191 | $26K |
| Root Financial Partners, LLC | 0.00% | Add +10.6% | 188 | $26K |
| Geneos Wealth Management Inc. | 0.00% | No change | 178 | $24K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 167 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 151 | $21K |
| Rothschild Investment LLC | 0.00% | Add +407.4% | 137 | $19K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 136 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 130 | $18K |
| Private Trust Co. NA | 0.00% | No change | 125 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +14.8% | 124 | $16K |
| True Wealth Design, LLC | 0.00% | Add +11.7% | 115 | $16K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 111 | $15K |
| CX Institutional | 0.00% | New | 110 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.7% | 108 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1342.9% | 101 | $14K |
| Hickory Point Bank & Trust | 0.01% | New | 100 | $14K |
| Group One Trading LLC | 0.00% | New | 100 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +10.1% | 98 | $13K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +115.6% | 97 | $13K |
| Zions Bancorporation, National Association | 0.00% | Add +41.5% | 92 | $13K |
| Financial Consulate, Inc. | 0.00% | No change | 91 | $12K |
| CVA Family Office, LLC | 0.00% | Add +1640.0% | 87 | $12K |
| Triumph Capital Management | 0.00% | Reduce -2.5% | 77 | $11K |
| CoreCap Advisors, LLC | 0.00% | No change | 75 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -12.7% | 69 | $9K |
| First Horizon Corp. | 0.00% | Add +33.3% | 68 | $9K |
| LRI Investments, LLC | 0.00% | New | 66 | $9K |
| Heritage Wealth Advisors | 0.00% | New | 66 | $9K |
| Addison Advisors LLC | 0.00% | No change | 65 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 60 | $8K |
| Toth Financial Advisory Corp. | 0.00% | No change | 53 | $7K |
| Rossby Financial, LCC | 0.00% | Add +466.7% | 51 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.4% | 50 | $7K |
| Eastern Bank | 0.00% | Reduce -50.0% | 50 | $7K |
| Fortitude Family Office, LLC | 0.00% | Add +226.7% | 49 | $7K |
| Highline Wealth Partners LLC | 0.00% | New | 44 | $6K |
| Assetmark, Inc. | 0.00% | Add +28.1% | 41 | $6K |
| Itau Unibanco Holding S.A. | 0.00% | No change | 40 | $5K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 38 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 37 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 34 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -38.2% | 34 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 30 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 30 | $4K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 27 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 27 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 26 | $4K |
| Valued Wealth Advisors LLC | 0.00% | Add +400.0% | 25 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 25 | $3K |
| Clearstead Advisors, LLC | 0.00% | Reduce -93.4% | 20 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | New | 18 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 17 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 17 | $2K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 16 | $2K |
| Strategic Advocates LLC | 0.01% | New | 16 | $2K |
| Lanark Financial, Inc. | 0.00% | Add +6.7% | 16 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 15 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +55.6% | 14 | $2K |
| RMG Wealth Management LLC | 0.00% | New | 12 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 12 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +37.5% | 11 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -83.6% | 11 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 10 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 10 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +125.0% | 9 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 8 | $1K |
| Avion Wealth | 0.00% | No change | 10 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 7 | $960 |
| TD Private Client Wealth LLC | 0.00% | Reduce -50.0% | 7 | $960 |
| Montag A & Associates Inc. | 0.00% | New | 7 | $925 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 6 | $823 |
| Raffa Wealth Management, LLC | 0.00% | No change | 6 | $823 |
| Cornerstone Financial Management LLC | 0.00% | No change | 5 | $686 |
| Sachetta, LLC | 0.00% | No change | 5 | $686 |
| SouthState Bank Corp | 0.00% | No change | 5 | $686 |
| Cornerstone Planning Group LLC | 0.00% | New | 4 | $571 |
| HFM Investment Advisors, LLC | 0.00% | Add +33.3% | 4 | $549 |
| Marquette Asset Management, LLC | 0.00% | New | 4 | $549 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 4 | $549 |
| Natixis | 0.00% | Reduce -100.0% | 4 | $549 |
| American National Bank & Trust | 0.00% | Reduce -94.4% | 4 | $548 |
| American Capital Advisory, LLC | 0.00% | New | 3 | $412 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $412 |
| USA Financial Formulas | 0.00% | No change | 3 | $411 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $411 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $275 |
| MV Capital Management, Inc. | 0.00% | No change | 2 | $275 |
| Essential Partners LLC | 0.00% | Reduce -81.8% | 2 | $274 |
| AdvisorNet Financial, Inc | 0.00% | New | 2 | $274 |
| Activest Wealth Management | 0.00% | Add +100.0% | 2 | $274 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $211 |
| 3 Factor Indexing, LLC | 0.00% | — | 1 | $138 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $138 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $138 |
| Signature Equity Partners, LLC | 0.00% | New | 1 | $137 |
| IMA Advisory Services, Inc. | 0.00% | No change | 1 | $137 |
| Curio Wealth, LLC | 0.00% | New | 1 | $137 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $137 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is WMS's weight in each manager's 13F, not the share of Advanced Drainage Systems Inc. the manager owns.