Advanced Drainage SystemsWMS
13F holders, Q2 2026 (June 30)556holders −24
53new positions
78sold out
7famous investors
$157.28avg. 13F price*
At the end of Q2 2026, 556 institutions reported holding Advanced Drainage Systems Inc. (WMS) in their 13F filings, down 24 from Q1 2026. 53 opened new positions and 78 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Portfolio Management LLC ($581.6M) and Vanguard Capital Management LLC ($533.2M). 7 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Advanced Drainage Systems Inc.
- CUSIP
- 00790R104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $54.3M |
| Exits | 78 | $323.6M |
All 13F filers, Q1 2026 → Q2 2026: 5,862,739 shares bought and 6,769,155 shares sold, net −906,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 556 holders
| BlackRock, Inc. | 0.02% | Add +0.6% | 7,469,940 | $1.2B |
| Vanguard Portfolio Management LLC | 0.03% | Add +2.5% | 3,705,538 | $581.6M |
| Vanguard Capital Management LLC | 0.01% | Reduce -0.8% | 3,397,037 | $533.2M |
| State Street Corp. | 0.01% | Add +8.2% | 2,693,665 | $422.8M |
| First Trust Advisors LP | 0.25% | Add +30.2% | 2,660,753 | $417.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Reduce -4.2% | 2,346,623 | $368.3M |
| Impax Asset Management Group plc | 1.89% | Reduce -4.2% | 1,845,942 | $289.7M |
| Baillie Gifford & Co. | 0.26% | Reduce -10.4% | 1,835,297 | $288.1M |
| American Century Companies Inc. | 0.11% | Reduce -1.4% | 1,634,302 | $256.5M |
| Morgan Stanley | 0.01% | Add +4.5% | 1,393,836 | $218.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.7% | 1,367,443 | $214.7M |
| Amundi | 0.05% | Add +5.1% | 1,354,610 | $212.7M |
| Norges Bank | 0.02% | — | 1,303,735 | $204.6M |
| Dimensional Fund Advisors LP | 0.04% | Add +7.2% | 1,277,818 | $200.5M |
| Pictet Asset Management Holding SA | 0.17% | Reduce -48.8% | 1,127,974 | $177.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.50% | Reduce -6.4% | 1,035,255 | $162.5M |
| KBC Group NV | 0.31% | Add +0.7% | 923,696 | $145.0M |
| Wellington Management Group LLP | 0.02% | Reduce -20.9% | 840,488 | $131.9M |
| Qube Research & Technologies Ltd | 0.15% | Add +53.7% | 839,820 | $131.8M |
| Invesco Ltd. | 0.01% | Reduce -14.9% | 835,672 | $131.2M |
| Impactive Capital LP | 8.77% | Reduce -8.6% | 782,790 | $122.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.9% | 696,500 | $109.3M |
| Baron Capital (BAMCO) | 0.16% | Add +133.7% | 680,431 | $106.8M |
| Capital International Investors | 0.02% | Add +2.9% | 657,285 | $103.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +42.0% | 641,404 | $100.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.12% | Add +8.2% | 634,269 | $99.6M |
| Mirova US LLC | 1.04% | Reduce -1.6% | 619,117 | $97.2M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 594,404 | $93.3M |
| Liontrust Investment Partners LLP | 1.29% | Add +6.5% | 558,705 | $87.7M |
| Schroder Investment Management Group | 0.06% | Add +5.0% | 551,815 | $85.2M |
| Ameriprise Financial Inc. | 0.02% | Add +47.2% | 528,473 | $83.0M |
| Triodos Investment Management BV | 5.05% | Reduce -1.6% | 528,311 | $82.9M |
| Hill City Capital, LP | 1.76% | Add +29.7% | 480,000 | $75.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.1% | 472,119 | $74.1M |
| Schonfeld Strategic Advisors LLC | 0.38% | Reduce -6.0% | 460,060 | $72.2M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +1.7% | 457,355 | $71.8M |
| Interval Partners, LP | 2.28% | Add +16.3% | 452,250 | $71.0M |
| Thrivent Financial for Lutherans | 0.11% | Add +108.7% | 425,647 | $66.8M |
| Swedbank AB | 0.06% | Add +148.9% | 410,660 | $64.5M |
| Brown Brothers Harriman & Co. | 0.28% | Reduce -11.0% | 405,502 | $63.6M |
| ACK Asset Management LLC | 7.15% | No change | 390,000 | $61.2M |
| Westwood Holdings Group Inc. | 0.44% | Reduce -33.5% | 367,876 | $57.7M |
| Jupiter Topco LLC | 0.02% | — | 361,701 | $56.8M |
| Corient Private Wealth LP | 0.08% | Add +2.3% | 349,857 | $54.9M |
| Balyasny Asset Management L.P. | 0.10% | Add +11081.1% | 342,925 | $53.8M |
| Bank of America Corp. | 0.00% | Reduce -22.6% | 340,259 | $53.4M |
| Allianz Asset Management GmbH | 0.05% | Reduce -14.6% | 325,728 | $51.1M |
| Stifel Financial Corp. | 0.04% | Reduce -0.7% | 316,418 | $49.7M |
| Marshall Wace, LLP | 0.04% | Add +4434.4% | 314,509 | $49.4M |
| Franklin Resources Inc. | 0.01% | Add +1.0% | 301,831 | $47.4M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.1% | 277,646 | $43.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 276,016 | $43.2M |
| Robeco Schweiz AG | 0.68% | Reduce -11.9% | 271,735 | $42.7M |
| UBS Group AG | 0.01% | Add +24.2% | 270,881 | $42.5M |
| Capital World Investors | 0.01% | Add +2.9% | 270,582 | $42.5M |
| AQR Capital Management | 0.01% | Add +18.7% | 266,824 | $41.3M |
| TD Asset Management Inc | 0.04% | Reduce -5.3% | 257,884 | $40.5M |
| Geneva Capital Management LLC | 0.88% | Reduce -3.9% | 245,893 | $38.6M |
| Legal & General Group Plc | 0.01% | Add +3.5% | 243,190 | $38.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +82.6% | 225,799 | $35.4M |
| FIL Ltd | 0.02% | Add +252.5% | 221,192 | $34.7M |
| GMO | 0.08% | Add +10.2% | 218,069 | $34.2M |
| Owls Nest Partners IA, LLC | 10.79% | Reduce -19.8% | 211,839 | $33.3M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -3.9% | 201,716 | $31.7M |
| Aberdeen Group plc | 0.04% | Reduce -2.1% | 201,310 | $31.6M |
| Quantinno Capital Management LP | 0.04% | Reduce -7.8% | 197,347 | $31.0M |
| Van Lanschot Kempen Investment Management N.V. | 0.24% | Reduce -33.2% | 197,030 | $30.9M |
| BDF-Gestion | 4.08% | Reduce -10.1% | 11,686 | $30.5M |
| PGGM Investments | 0.73% | No change | 190,291 | $29.9M |
| Storebrand Asset Management As | 0.07% | Add +15.8% | 189,377 | $29.7M |
| Gotham Asset Management | 0.07% | Reduce -37.9% | 182,934 | $28.7M |
| Rhumbline Advisers | 0.02% | Reduce -0.5% | 182,486 | $28.6M |
| J. Safra Sarasin Holding AG | 0.41% | Add +19.3% | 181,952 | $28.4M |
| Mackenzie Financial Corp. | 0.03% | Reduce -15.2% | 175,879 | $27.6M |
| Mirova | 1.01% | Add +0.8% | 173,559 | $27.2M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -6.4% | 169,143 | $26.5M |
| Clearbridge Investments, LLC | 0.02% | Add +1332.5% | 166,390 | $26.1M |
| Scopus Asset Management, L.P. | 0.61% | Add +186.8% | 166,227 | $26.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +121.3% | 165,501 | $26.0M |
| Principal Financial Group Inc. | 0.01% | Add +1.8% | 162,716 | $25.5M |
| WCM Investment Management, LLC | 0.05% | Add +44.9% | 165,114 | $25.5M |
| Epoch Investment Partners, Inc. | 0.14% | Reduce -3.9% | 152,667 | $24.0M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -72.7% | 150,000 | $23.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +8.9% | 149,275 | $23.4M |
| Sei Investments Co. | 0.02% | Reduce -18.4% | 147,129 | $23.1M |
| Wells Fargo & Company | 0.00% | Add +15.6% | 147,054 | $23.1M |
| Jupiter Asset Management Ltd. | 0.11% | No change | 146,197 | $22.9M |
| Cramer Rosenthal McGlynn LLC | 1.14% | Add +19.7% | 143,426 | $22.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -14.3% | 142,271 | $22.3M |
| Swiss National Bank | 0.01% | Reduce -3.7% | 140,700 | $22.1M |
| Royal Bank of Canada | 0.00% | Reduce -10.1% | 138,901 | $21.8M |
| California Public Employees Retirement System | 0.01% | Reduce -1.0% | 138,509 | $21.7M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -0.8% | 133,832 | $21.0M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +65.7% | 133,536 | $21.0M |
| Millennium Management | 0.01% | Reduce -40.5% | 133,227 | $20.9M |
| Rathbones Group PLC | 0.08% | Add +0.7% | 131,747 | $20.7M |
| Baird Financial Group, Inc. | 0.03% | Add +560.7% | 128,123 | $20.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -19.0% | 125,282 | $19.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +11.5% | 124,095 | $19.5M |
| Citadel Advisors | 0.01% | Add +35.8% | 120,446 | $18.9M |
| Silvercrest Asset Management Group LLC | 0.12% | Add +3865.6% | 119,246 | $18.7M |
| Susquehanna Fundamental Investments, LLC | 0.35% | New | 118,313 | $18.6M |
| Exchange Traded Concepts, LLC | 0.09% | Add +2.9% | 116,548 | $18.3M |
| ABN AMRO Bank N.V. | 0.23% | Reduce -0.1% | 114,578 | $18.0M |
| Nuveen, LLC | 0.00% | Reduce -25.7% | 111,795 | $17.5M |
| Perpetual Ltd | 0.24% | Add +34.4% | 106,416 | $16.7M |
| Deutsche Bank AG | 0.00% | Add +29.1% | 103,811 | $16.3M |
| Achmea Investment Management B.V. | 0.40% | No change | 102,883 | $16.1M |
| Duff & Phelps Investment Management Co. | 0.15% | Reduce -29.5% | 98,489 | $15.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.0% | 95,358 | $15.0M |
| OP Asset Management Ltd | 0.16% | Reduce -29.7% | 94,168 | $14.8M |
| Van Eck Associates Corp. | 0.01% | Reduce -0.5% | 91,657 | $14.4M |
| Mawer Investment Management Ltd. | 0.10% | Add +68.7% | 91,012 | $14.3M |
| Trexquant Investment LP | 0.09% | Add +670.3% | 89,610 | $14.1M |
| FMR LLC | 0.00% | Reduce -8.4% | 84,718 | $13.3M |
| California State Teachers Retirement System | 0.01% | Reduce -2.7% | 84,397 | $13.2M |
| Lombard Odier Asset Management (Europe) Ltd | 0.95% | Reduce -26.2% | 82,032 | $12.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.9% | 80,667 | $12.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.1% | 78,944 | $12.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.9% | 88,657 | $12.2M |
| Candriam S.C.A. | 0.05% | Reduce -5.8% | 76,733 | $12.0M |
| Retirement Systems of Alabama | 0.04% | Reduce -15.6% | 74,121 | $11.6M |
| Channing Capital Management, LLC | 0.26% | Add +16.7% | 71,485 | $11.2M |
| State of Alaska, Department of Revenue | 0.11% | Reduce -9.8% | 71,189 | $11.2M |
| Fifth Third Bancorp | 0.02% | Reduce -2.3% | 71,094 | $11.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +3.3% | 69,022 | $10.8M |
| Kornitzer Capital Management Inc. | 0.21% | Reduce -15.7% | 64,230 | $10.1M |
| Pier Capital, LLC | 1.33% | Add +0.5% | 64,151 | $10.1M |
| Oppenheimer & Co. Inc. | 0.10% | Add +64.8% | 62,133 | $9.8M |
| Nordea Investment Management AB | 0.01% | Reduce -3.6% | 61,958 | $9.7M |
| HITE Hedge Asset Management LLC | 0.52% | New | 60,437 | $9.5M |
| ArrowMark Colorado Holdings LLC | 0.39% | Reduce -13.0% | 60,000 | $9.4M |
| Public Employees Retirement System of Ohio | 0.03% | Add +168.3% | 55,178 | $8.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.1% | 54,929 | $8.6M |
| STRS Ohio | 0.03% | Add +21.8% | 54,530 | $8.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.1% | 52,138 | $8.2M |
| Man Group plc | 0.01% | Reduce -46.5% | 51,226 | $8.0M |
| EDENTREE ASSET MANAGEMENT Ltd | 2.40% | Reduce -8.8% | 50,200 | $7.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.5% | 49,340 | $7.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -12.9% | 47,820 | $7.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -11.7% | 46,956 | $7.4M |
| Azimuth Capital Investment Management LLC | 0.25% | Reduce -9.3% | 46,586 | $7.3M |
| Treasurer of the State of North Carolina | 0.02% | Add +1.9% | 45,671 | $7.2M |
| Natixis Advisors, LLC | 0.01% | Add +61.9% | 44,455 | $7.0M |
| LPL Financial LLC | 0.00% | Add +1.5% | 43,590 | $6.8M |
| Prentiss Smith & Co. Inc. | 3.72% | Reduce -1.3% | 43,207 | $6.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.5% | 40,896 | $6.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.7% | 40,800 | $6.4M |
| Essex Investment Management Co. LLC | 0.83% | Reduce -0.4% | 40,413 | $6.3M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -15.0% | 39,400 | $6.2M |
| SG Americas Securities, LLC | 0.00% | Add +383.0% | 39,199 | $6.2M |
| Vontobel Holding Ltd. | 0.02% | Add +0.4% | 39,092 | $6.1M |
| Vest Financial, LLC | 0.06% | Reduce -28.6% | 34,753 | $5.5M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.0% | 34,521 | $5.4M |
| Bridges Investment Management Inc. | 0.07% | Add +0.4% | 34,407 | $5.4M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -43.7% | 33,378 | $5.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +8.6% | 32,467 | $5.1M |
| Amalgamated Bank | 0.03% | Reduce -3.6% | 31,766 | $5.0M |
| Creative Planning | 0.00% | Add +23.2% | 30,476 | $4.8M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +40.7% | 30,267 | $4.8M |
| Advisors Capital Management, LLC | 0.05% | Reduce -3.7% | 30,146 | $4.7M |
| Bell Asset Management Ltd | 1.24% | Add +96.8% | 29,614 | $4.6M |
| Future Fund LLC | 1.31% | Add +6.3% | 29,057 | $4.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 29,016 | $4.6M |
| Vision Capital Management, Inc. | 0.52% | Reduce -2.6% | 28,861 | $4.5M |
| PDT Partners, LLC | 0.24% | Reduce -37.3% | 28,662 | $4.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -25.9% | 28,541 | $4.5M |
| Capital Investment Counsel, LLC | 0.55% | Add +1.7% | 28,130 | $4.4M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -11.8% | 27,611 | $4.3M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +10.9% | 27,093 | $4.3M |
| Assenagon Asset Management S.A. | 0.01% | Add +196.9% | 26,815 | $4.2M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.1% | 26,614 | $4.2M |
| Lighthouse Investment Partners, LLC | 0.13% | New | 26,138 | $4.1M |
| Bridgewater Associates | 0.02% | Reduce -64.4% | 26,071 | $4.1M |
| Handelsbanken Fonder AB | 0.01% | No change | 25,866 | $4.1M |
| Rik Saylor Financial, Inc. | 2.66% | Add +11.7% | 25,596 | $4.0M |
| Gryphon Financial Partners LLC | 0.36% | Reduce -7.3% | 25,447 | $4.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -8.7% | 25,396 | $4.0M |
| Alpine Peaks Capital, LP | 4.66% | Reduce -17.4% | 25,344 | $4.0M |
| 1832 Asset Management L.P. | 0.00% | Reduce -0.2% | 24,802 | $3.9M |
| One Capital Management, LLC | 0.10% | No change | 27,329 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -5.8% | 23,638 | $3.7M |
| Oxbow Advisors, LLC | 0.30% | Add +0.9% | 23,425 | $3.7M |
| BLI - Banque de Luxembourg Investments | 0.13% | Reduce -16.7% | 23,660 | $3.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +163.9% | 22,938 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +533.4% | 22,943 | $3.5M |
| HSBC Holdings PLC | 0.00% | Reduce -42.1% | 21,481 | $3.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 21,297 | $3.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +89.2% | 21,004 | $3.3M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.0% | 21,000 | $3.3M |
| Yousif Capital Management, LLC | 0.04% | Reduce -5.9% | 20,528 | $3.2M |
| Citigroup Inc. | 0.00% | Add +34.4% | 20,355 | $3.2M |
| VARCOV Co. | 1.20% | Add +440.4% | 20,190 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -33.6% | 19,595 | $3.1M |
| Madison Asset Management, LLC | 0.04% | Add +0.1% | 19,452 | $3.1M |
| Arizona State Retirement System | 0.02% | Reduce -4.7% | 19,344 | $3.0M |
| Barclays PLC | 0.00% | Reduce -33.9% | 19,168 | $3.0M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +13.0% | 19,233 | $2.9M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +0.2% | 18,408 | $2.9M |
| Verition Fund Management LLC | 0.02% | Reduce -71.6% | 18,371 | $2.9M |
| &partners | 0.01% | Add +35.8% | 18,162 | $2.9M |
| Natixis | 0.01% | Add +448825.0% | 17,957 | $2.8M |
| Montanaro Asset Management Ltd | 0.89% | Add +65.7% | 17,900 | $2.8M |
| Raiffeisen Bank International AG | 0.03% | Add +20.0% | 18,000 | $2.8M |
| Icon Advisers Inc. | 0.52% | No change | 17,550 | $2.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.5% | 17,157 | $2.7M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -35.4% | 16,805 | $2.6M |
| State of Michigan Retirement System | 0.01% | Reduce -2.3% | 16,800 | $2.6M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -24.2% | 16,630 | $2.6M |
| KLP Kapitalforvaltning As | 0.01% | No change | 16,400 | $2.6M |
| Lazard Asset Management LLC | 0.00% | Add +128.7% | 16,295 | $2.6M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.08% | Reduce -15.9% | 16,267 | $2.6M |
| Aquatic Capital Management LLC | 0.09% | Add +244.0% | 16,216 | $2.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.4% | 16,121 | $2.5M |
| Walleye Trading LLC | 0.03% | Add +492.1% | 15,418 | $2.4M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 18,354 | $2.4M |
| Corbyn Investment Management Inc. | 0.97% | No change | 15,263 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -9.0% | 15,230 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.9% | 14,870 | $2.3M |
| Meridian Wealth Management, LLC | 0.07% | Add +11.1% | 14,569 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +7.6% | 14,329 | $2.2M |
| Abn Amro Investment Solutions | 0.02% | New | 14,119 | $2.2M |
| New Mexico Educational Retirement Board | 0.06% | No change | 14,100 | $2.2M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -32.4% | 13,671 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -11.3% | 13,500 | $2.1M |
| Aventail Capital Group, LP | 0.12% | New | 13,498 | $2.1M |
| South Dakota Investment Council | 0.04% | Add +91.2% | 13,383 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.06% | No change | 13,202 | $2.1M |
| Cerity Partners LLC | 0.00% | Reduce -31.7% | 12,995 | $2.0M |
| SG Capital Management LLC | 0.18% | Reduce -62.8% | 12,718 | $2.0M |
| Summit Trail Advisors, LLC | 0.02% | Add +39.7% | 12,520 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -59.6% | 12,247 | $1.9M |
| Cannon Advisors, Inc. | 1.17% | New | 12,726 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -18.9% | 11,512 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.4% | 11,301 | $1.8M |
| Beck Mack & Oliver LLC | 0.03% | Reduce -3.1% | 11,298 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +14.1% | 11,146 | $1.7M |
| DNB Asset Management AS | 0.00% | Reduce -13.8% | 10,943 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +24.2% | 10,749 | $1.7M |
| Intech Investment Management LLC | 0.01% | Reduce -13.6% | 9,749 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +44.8% | 9,734 | $1.5M |
| Entropy Technologies, LP | 0.06% | New | 9,652 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | New | 9,559 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +418.7% | 9,549 | $1.5M |
| AA Financial Advisors, LLC | 0.18% | Reduce -6.6% | 9,480 | $1.5M |
| Tidal Investments LLC | 0.00% | Add +7.4% | 9,471 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +440.6% | 9,337 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -44.9% | 8,990 | $1.4M |
| Walleye Capital LLC | 0.01% | Add +298.2% | 8,944 | $1.4M |
| Jump Financial, LLC | 0.01% | Reduce -62.4% | 8,775 | $1.4M |
| Kovack Advisors, Inc. | 0.07% | Reduce -1.6% | 9,019 | $1.4M |
| Xponance LLC | 0.01% | Reduce -2.6% | 8,672 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.3% | 8,529 | $1.3M |
| New York Life Investment Management LLC | 0.01% | Reduce -0.3% | 8,524 | $1.3M |
| Credit Agricole S A | 0.00% | No change | 8,500 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +14.0% | 8,167 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.3% | 8,146 | $1.3M |
| Cibc World Market Inc. | 0.00% | Reduce -1.6% | 8,145 | $1.3M |
| Atria Investments, Inc | 0.01% | Add +1.2% | 7,979 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.0% | 7,704 | $1.2M |
| Inceptionr LLC | 0.29% | Add +67.2% | 7,628 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.1% | 7,561 | $1.2M |
| Absher Wealth Management, LLC | 0.13% | Add +11.8% | 7,512 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.5% | 7,775 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Reduce -25.5% | 7,402 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,389 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Add +10.2% | 7,312 | $1.1M |
| Group One Trading LLC | 0.03% | Add +7140.0% | 7,240 | $1.1M |
| Foresight Group Ltd Liability Partnership | 0.20% | Add +17.7% | 7,035 | $1.1M |
| Novem Group | 0.11% | New | 6,987 | $1.1M |
| Y.D. More Investments Ltd | 0.03% | Add +1.6% | 6,793 | $1.1M |
| Oddo BHF Asset Management Sas | 0.05% | Add +61.0% | 6,649 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.6% | 6,624 | $1.0M |
| Empowered Funds, LLC | 0.01% | New | 6,520 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +242.9% | 6,518 | $1.0M |
| Vestcor Inc | 0.03% | No change | 6,499 | $1.0M |
| Independent Advisor Alliance | 0.02% | Add +0.3% | 6,478 | $1.0M |
| M&G PLC | 0.01% | Add +186.1% | 6,345 | $996K |
| Marshall Financial Group, LLC | 0.14% | Add +240.8% | 6,117 | $960K |
| Quadrant Capital Group LLC | 0.03% | Reduce -3.1% | 6,062 | $951K |
| PFG Investments, LLC | 0.04% | Reduce -4.7% | 6,056 | $951K |
| Cambria Investment Management, L.P. | 0.05% | New | 5,890 | $924K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -24.4% | 5,890 | $924K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +79.7% | 5,814 | $913K |
| Savant Capital, LLC | 0.00% | New | 5,849 | $883K |
| Voya Investment Management LLC | 0.00% | Add +8.0% | 5,562 | $873K |
| Stone House Investment Management, LLC | 0.11% | Add +5.9% | 5,375 | $844K |
| Prudential Financial Inc. | 0.00% | Reduce -74.8% | 5,326 | $836K |
| Truist Financial Corp. | 0.00% | Add +0.7% | 5,309 | $833K |
| Ofi Invest Asset Management | 0.01% | No change | 6,062 | $832K |
| Cullen Capital Management, LLC | 0.01% | Add +21.5% | 5,184 | $814K |
| M&T Bank Corp | 0.00% | Reduce -39.3% | 5,159 | $810K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +21.5% | 5,029 | $789K |
| Brown Advisory Inc. | 0.00% | Add +4.1% | 4,991 | $783K |
| Securian Asset Management, Inc. | 0.03% | No change | 5,282 | $779K |
| Jane Street Group, LLC | 0.00% | Reduce -95.1% | 4,789 | $752K |
| IMC-Chicago, LLC | 0.01% | New | 4,771 | $749K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.9% | 4,768 | $748K |
| CenterBook Partners LP | 0.04% | Reduce -25.0% | 4,766 | $748K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.3% | 4,723 | $741K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -24.1% | 4,708 | $739K |
| Blair William & Co. | 0.00% | Add +9.5% | 4,564 | $716K |
| United Capital Financial Advisors, LLC | 0.00% | New | 4,510 | $708K |
| Nicolet Bankshares Inc. | 0.02% | Reduce -16.9% | 4,671 | $707K |
| Perigon Wealth Management, LLC | 0.01% | Add +5.0% | 4,500 | $706K |
| Pathstone Holdings, LLC | 0.00% | Reduce -8.2% | 4,456 | $699K |
| Inspire Investing, LLC | 0.03% | Reduce -72.0% | 4,443 | $697K |
| Henshaw Capital LLC | 0.02% | No change | 4,424 | $694K |
| Nisa Investment Advisors, LLC | 0.00% | Add +6.4% | 4,391 | $689K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -33.8% | 4,318 | $678K |
| Ethic Inc. | 0.01% | Add +20.0% | 4,308 | $676K |
| ELCO Management Co., LLC | 0.29% | Add +65.1% | 4,306 | $676K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -87.7% | 4,287 | $673K |
| D.B. Root & Company, LLC | 0.14% | Add +4.2% | 4,221 | $663K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.8% | 4,196 | $659K |
| Creative Financial Designs Inc. | 0.03% | Add +169.5% | 4,032 | $633K |
| Blue Edge Capital, LLC | 0.08% | No change | 4,012 | $630K |
| Two Sigma Investments, LP | 0.00% | Add +4.9% | 4,000 | $628K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.1% | 3,957 | $621K |
| QRG Capital Management, Inc. | 0.01% | Reduce -19.1% | 3,913 | $614K |
| Utah Retirement Systems | 0.01% | No change | 3,776 | $593K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -15.0% | 3,681 | $578K |
| Occudo Quantitative Strategies LP | 0.03% | New | 3,655 | $574K |
| Graver Capital Management, LLC | 0.41% | No change | 3,647 | $572K |
| Alps Advisors Inc. | 0.00% | Add +1.0% | 3,641 | $571K |
| Journey Advisory Group, LLC | 0.04% | No change | 3,628 | $570K |
| Maryland State Retirement & Pension System | 0.01% | Add +10.7% | 3,628 | $569K |
| RWC Asset Management LLP | 0.02% | Add +11.4% | 3,603 | $566K |
| Brave Asset Management Inc. | 0.12% | No change | 3,600 | $565K |
| EntryPoint Capital, LLC | 0.14% | Add +30.0% | 3,546 | $557K |
| Guinness Asset Management LTD | 0.01% | Add +27.2% | 3,440 | $540K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.6% | 3,408 | $535K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +23.3% | 3,337 | $524K |
| AXS Investments LLC | 0.15% | No change | 3,300 | $518K |
| Diversify Advisory Services, LLC | 0.01% | New | 3,615 | $518K |
| Diversify Wealth Management, LLC | 0.01% | Add +3.4% | 3,615 | $518K |
| Simplex Trading, LLC | 0.01% | New | 3,279 | $515K |
| Hantz Financial Services, Inc. | 0.01% | Add +58.8% | 3,226 | $506K |
| Callan Family Office, LLC | 0.01% | Add +44.7% | 3,154 | $495K |
| Scotia Capital Inc. | 0.00% | Reduce -6.5% | 3,057 | $480K |
| US Bancorp \de | 0.00% | Reduce -3.7% | 3,042 | $477K |
| Isthmus Partners, LLC | 0.05% | Add +25.1% | 3,000 | $471K |
| Focus Financial Network, Inc. | 0.01% | No change | 2,952 | $463K |
| ProShare Advisors LLC | 0.00% | Reduce -1.6% | 2,827 | $444K |
| Outlook Wealth Advisors, LLC | 0.09% | Add +0.5% | 2,777 | $436K |
| Syon Capital LLC | 0.02% | Reduce -13.7% | 2,765 | $434K |
| 17 Capital Partners, LLC | 0.20% | Add +0.4% | 2,761 | $433K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -24.1% | 2,736 | $429K |
| Cetera Trust Company, N.A | 0.21% | Add +5.0% | 2,730 | $429K |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -58.1% | 2,727 | $428K |
| Vident Advisory, LLC | 0.00% | Add +4.5% | 2,694 | $423K |
| Portside Wealth Group, LLC | 0.05% | Reduce -8.3% | 2,678 | $420K |
| Valeo Financial Advisors, LLC | 0.01% | Add +59.6% | 2,672 | $419K |
| Dempze Nancy E | 0.20% | Reduce -18.5% | 2,650 | $416K |
| IFP Advisors, Inc | 0.01% | Add +95.4% | 2,581 | $405K |
| Private Advisor Group, LLC | 0.00% | Add +57.3% | 2,531 | $397K |
| CIBC Asset Management Inc | 0.00% | No change | 2,432 | $382K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.1% | 2,426 | $381K |
| Shelton Capital Management | 0.01% | No change | 2,386 | $375K |
| Evolve Private Wealth, LLC | 0.02% | New | 2,309 | $362K |
| Ballentine Partners, LLC | 0.00% | Reduce -1.7% | 2,299 | $361K |
| Intrust Bank NA | 0.03% | Reduce -15.5% | 2,287 | $359K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +26.7% | 2,281 | $358K |
| Penserra Capital Management LLC | 0.00% | Add +508.0% | 2,280 | $357K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.5% | 2,256 | $354K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -20.0% | 2,220 | $348K |
| Fox Run Management, L.L.C. | 0.06% | Reduce -38.9% | 2,213 | $347K |
| Trueblood Wealth Management, LLC | 0.12% | Add +0.1% | 2,211 | $347K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -12.5% | 2,207 | $346K |
| Summit Creek Advisors LLC | 0.12% | No change | 2,170 | $341K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,130 | $334K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 2,101 | $330K |
| SEB Asset Management AB | 0.00% | New | 2,080 | $326K |
| Nykredit A/S | 0.00% | — | 2,064 | $324K |
| Chicago Partners Investment Group LLC | 0.01% | Add +45.6% | 2,278 | $320K |
| Norden Group LLC | 0.03% | Reduce -26.1% | 2,018 | $317K |
| JB Capital LLC | 0.01% | No change | 2,007 | $315K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.1% | 2,000 | $314K |
| Welch Financial Planning, LLC | 0.18% | No change | 2,000 | $314K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 2,000 | $314K |
| Lombard Odier Asset Management (Switzerland) SA | 0.01% | Reduce -21.8% | 1,983 | $311K |
| Chesapeake Capital Corp. | 0.16% | Reduce -20.3% | 1,919 | $301K |
| Great Lakes Advisors, LLC | 0.00% | Add +29.4% | 1,904 | $299K |
| MQS Management LLC | 0.36% | New | 1,900 | $298K |
| Gateway Investment Advisers LLC | 0.00% | New | 1,852 | $291K |
| SkyView Investment Advisors, LLC | 0.22% | New | 1,800 | $283K |
| Axxion S.A. | 0.02% | — | 1,792 | $281K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.5% | 1,784 | $280K |
| Moody Aldrich Partners LLC | 0.05% | Reduce -0.3% | 1,779 | $279K |
| TCW Group Inc. | 0.00% | Reduce -26.1% | 1,768 | $278K |
| GAMMA Investing LLC | 0.01% | Add +0.6% | 1,766 | $277K |
| Fiduciary Alliance LLC | 0.02% | No change | 1,765 | $277K |
| Qsemble Capital Management, LP | 0.04% | New | 1,758 | $276K |
| RFG Advisory, LLC | 0.00% | Add +0.5% | 1,739 | $273K |
| Compound Planning, Inc. | 0.01% | Reduce -20.3% | 1,680 | $264K |
| SIH Partners, LLLP | 0.01% | New | 1,678 | $263K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -13.7% | 1,663 | $261K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 1,653 | $259K |
| Banque Cantonale Vaudoise | 0.01% | New | 1,635 | $257K |
| Boston Trust Walden Corp | 0.00% | No change | 1,625 | $255K |
| HB Wealth Management, LLC | 0.00% | Reduce -14.3% | 1,605 | $252K |
| Accredited Investors Inc. | 0.01% | Reduce -33.3% | 1,603 | $252K |
| First Bank & Trust | 0.04% | New | 1,579 | $248K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -51.0% | 1,559 | $245K |
| Balance Wealth Partners LLC | 0.06% | Reduce -51.0% | 1,548 | $243K |
| HUB Investment Partners, LLC | 0.00% | New | 1,531 | $240K |
| AlphaGrep UK Ltd | 0.07% | New | 1,520 | $239K |
| Emerald Investment Advisers, LLC | 0.02% | New | 1,510 | $237K |
| Global Retirement Partners, LLC | 0.00% | — | 1,507 | $237K |
| Hartree Partners, LP | 0.05% | Reduce -25.0% | 1,500 | $235K |
| Profund Advisors LLC | 0.01% | Reduce -4.9% | 1,500 | $235K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -90.5% | 1,498 | $235K |
| Kera Capital Partners, Inc. | 0.02% | New | 1,489 | $234K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.8% | 1,471 | $231K |
| Claret Asset Management Corp | 0.02% | Reduce -26.0% | 1,461 | $229K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Add +0.1% | 1,457 | $229K |
| Wedmont Private Capital | 0.01% | New | 1,517 | $228K |
| New England Research & Management, Inc. | 0.09% | New | 1,450 | $228K |
| Kiker Wealth Management, LLC | 0.09% | New | 1,448 | $227K |
| Sepio Capital, LP | 0.01% | Reduce -6.0% | 1,439 | $226K |
| Sig Brokerage, LP | 0.04% | New | 1,412 | $222K |
| Trust Co. of Vermont | 0.01% | — | 1,392 | $218K |
| Hamilton Capital, LLC | 0.01% | New | 1,389 | $218K |
| Oarsman Capital, Inc. | 0.02% | Reduce -35.8% | 1,373 | $216K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,329 | $209K |
| Modern Wealth Management, LLC | 0.00% | New | 1,317 | $207K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,307 | $205K |
| Knollwood Investment Advisory, LLC | 0.02% | New | 1,300 | $204K |
| Horizon Investments, LLC | 0.00% | Add +16.2% | 1,296 | $203K |
| UMB Bank, n.a. | 0.00% | Add +1.0% | 1,137 | $178K |
| Groupe la Francaise | 0.00% | New | 1,000 | $157K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.8% | 947 | $149K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Reduce -33.3% | 942 | $148K |
| Anchor Investment Management, LLC | 0.01% | Add +4.9% | 839 | $132K |
| Spire Wealth Management | 0.00% | Add +0.1% | 823 | $129K |
| Signaturefd, LLC | 0.00% | Add +8.0% | 767 | $120K |
| Arax Advisory Partners | 0.00% | Add +184.1% | 591 | $93K |
| Larson Financial Group LLC | 0.00% | Add +32.9% | 558 | $88K |
| Quarry LP | 0.01% | Reduce -41.5% | 556 | $87K |
| Clearstead Advisors, LLC | 0.00% | Add +2510.0% | 522 | $82K |
| Harbor Investment Advisory, LLC | 0.01% | Add +4950.0% | 505 | $79K |
| Huntington National Bank | 0.00% | Reduce -7.4% | 501 | $79K |
| McDonald Partners LLC | 0.02% | New | 500 | $78K |
| Bessemer Group Inc. | 0.00% | Add +20.3% | 475 | $75K |
| Versant Capital Management, Inc | 0.01% | Reduce -44.7% | 472 | $74K |
| Blue Trust, Inc. | 0.00% | No change | 403 | $63K |
| Covestor Ltd | 0.03% | Add +44.8% | 378 | $59K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.4% | 347 | $55K |
| Vega Investment Solutions | 0.01% | Add +15.3% | 316 | $50K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -70.5% | 302 | $47K |
| IFG Advisory, LLC | 0.00% | Reduce -21.1% | 300 | $47K |
| Avalon Trust Co | 0.00% | No change | 270 | $42K |
| Wellington-Altus USA Inc. | 0.03% | No change | 270 | $37K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 233 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.9% | 229 | $36K |
| WPG Advisers, LLC | 0.02% | Add +0.9% | 227 | $36K |
| Mather Group, Llc. | 0.00% | No change | 204 | $32K |
| Quantum Portfolio Management LLC | 0.01% | New | 201 | $32K |
| Manchester Capital Management LLC | 0.00% | No change | 200 | $31K |
| Oakworth Capital, Inc. | 0.00% | No change | 191 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -11.2% | 183 | $29K |
| Geneos Wealth Management Inc. | 0.00% | No change | 178 | $28K |
| Index Technologies Group LLC | 0.02% | New | 172 | $27K |
| Allworth Financial LP | 0.00% | Reduce -31.8% | 163 | $26K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 167 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 151 | $24K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +264.7% | 124 | $19K |
| First Horizon Corp. | 0.00% | Add +80.9% | 123 | $19K |
| Smartleaf Asset Management LLC | 0.00% | No change | 124 | $19K |
| Bullseye Investment Management, LLC | 0.01% | New | 119 | $19K |
| Strategic Advocates LLC | 0.07% | Add +631.3% | 117 | $18K |
| CX Institutional | 0.00% | No change | 110 | $17K |
| SBI Securities Co., Ltd. | 0.00% | No change | 108 | $17K |
| Private Trust Co. NA | 0.00% | Reduce -16.8% | 104 | $16K |
| Zions Bancorporation, National Association | 0.00% | Add +9.8% | 101 | $16K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +3.1% | 100 | $16K |
| Hickory Point Bank & Trust | 0.01% | No change | 100 | $16K |
| Rothschild Investment LLC | 0.00% | Reduce -27.0% | 100 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -4.1% | 94 | $15K |
| Financial Consulate, Inc. | 0.00% | No change | 91 | $14K |
| Triumph Capital Management | 0.00% | No change | 77 | $12K |
| CVA Family Office, LLC | 0.00% | Reduce -11.5% | 77 | $12K |
| CoreCap Advisors, LLC | 0.00% | No change | 75 | $12K |
| LRI Investments, LLC | 0.00% | Add +6.1% | 70 | $11K |
| Heritage Wealth Advisors | 0.00% | No change | 66 | $10K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -74.2% | 63 | $10K |
| Assetmark, Inc. | 0.00% | Add +51.2% | 62 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 60 | $9K |
| Toth Financial Advisory Corp. | 0.00% | No change | 53 | $8K |
| Itau Unibanco Holding S.A. | 0.00% | Add +32.5% | 53 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.0% | 52 | $8K |
| Rossby Financial, LCC | 0.00% | Reduce -2.0% | 50 | $8K |
| Crewe Advisors LLC | 0.00% | New | 50 | $8K |
| Eastern Bank | 0.00% | No change | 50 | $8K |
| True Wealth Design, LLC | 0.00% | Reduce -57.4% | 49 | $8K |
| Fortitude Family Office, LLC | 0.00% | Reduce -6.1% | 46 | $7K |
| Highline Wealth Partners LLC | 0.00% | No change | 44 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -59.4% | 41 | $6K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 38 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 39 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 34 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -56.5% | 30 | $5K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 30 | $5K |
| CENTRAL TRUST Co | 0.00% | Reduce -18.9% | 30 | $5K |
| Valued Wealth Advisors LLC | 0.00% | Add +12.0% | 28 | $4K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 27 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | — | 27 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 27 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 24 | $4K |
| Cromwell Holdings LLC | 0.00% | Add +71.4% | 24 | $4K |
| Lanark Financial, Inc. | 0.00% | Add +43.8% | 23 | $4K |
| Stance Capital LLC | 0.00% | New | 18 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 17 | $3K |
| Clearstead Trust, LLC | 0.00% | No change | 17 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -43.3% | 17 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 17 | $3K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 16 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -16.7% | 15 | $2K |
| Manning & Napier Advisors LLC | 0.00% | New | 13 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +9.1% | 12 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +100.0% | 12 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +25.0% | 10 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 9 | $1K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.2% | 9 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 8 | $1K |
| Washington Trust Advisors, Inc. | 0.00% | New | 8 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 7 | $1K |
| Avion Wealth | 0.00% | No change | 10 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -14.3% | 6 | $942 |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -40.0% | 6 | $942 |
| Cornerstone Financial Management LLC | 0.00% | No change | 5 | $785 |
| SouthState Bank Corp | 0.00% | No change | 5 | $785 |
| DecisionPoint Financial, LLC | 0.00% | Add +66.7% | 5 | $755 |
| Planning Strategies Inc. | 0.00% | — | 4 | $628 |
| American National Bank & Trust | 0.00% | No change | 4 | $625 |
| Cornerstone Planning Group LLC | 0.00% | No change | 4 | $567 |
| American Capital Advisory, LLC | 0.00% | No change | 3 | $471 |
| USA Financial Formulas | 0.00% | — | 3 | $471 |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 3 | $471 |
| Leonteq Securities AG | 0.00% | Reduce -99.6% | 3 | $471 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $471 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $314 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $314 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $314 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $314 |
| MV Capital Management, Inc. | 0.00% | No change | 2 | $314 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $241 |
| Sachetta, LLC | 0.00% | Reduce -80.0% | 1 | $157 |
| 3 Factor Indexing, LLC | 0.00% | No change | 1 | $157 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $157 |
| IMA Advisory Services, Inc. | 0.00% | No change | 1 | $157 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $157 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
| Navigoe, LLC | 0.00% | New | 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.