Wheaton Precious MetalsWPM

13F holders, Q2 2025 (June 30)
688holders +24
76new positions
54sold out
7famous investors
$89.93avg. 13F price*

At the end of Q2 2025, 688 institutions reported holding Wheaton Precious Metals Corp. (WPM) in their 13F filings, up 24 from Q1 2025. 76 opened new positions and 54 sold out. The largest holders were Capital World Investors ($3.5B), Vanguard Group Inc. ($1.7B) and First Eagle Investment Management, LLC ($1.6B). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Wheaton Precious Metals Corp.
CUSIP
962879102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 517Q1 2024Q2 2024: 552Q2 2024Q3 2024: 605Q3 2024Q4 2024: 627Q4 2024Q1 2025: 664Q1 2025Q2 2025: 688Q2 2025Q3 2025: 751Q3 2025Q4 2025: 812Q4 2025Q1 2026: 858Q1 2026Q2 2026: 853Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions76$179.7M
Exits54$88.8M

All 13F filers, Q1 2025 → Q2 2025: 18,083,789 shares bought and 14,663,710 shares sold, net +3,420,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 688 holders

Capital World Investors 0.51% Reduce -4.0% 38,793,685 $3.5B
Vanguard Group Inc. 0.03% Add +3.1% 18,554,651 $1.7B
First Eagle Investment Management, LLC 3.26% Reduce -2.6% 18,096,257 $1.6B
Van Eck Associates Corp. 1.80% Reduce -3.5% 17,592,979 $1.6B
FMR LLC 0.08% Add +1.6% 16,514,268 $1.5B
FIL Ltd 0.93% Add +32.3% 12,154,803 $1.1B
Royal Bank of Canada 0.18% Add +9.4% 10,008,456 $898.8M
Capital International Investors 0.12% Add +10.0% 7,549,606 $678.0M
Norges Bank 0.08% Reduce -11.6% 7,295,677 $656.5M
TD Asset Management Inc 0.54% Reduce -6.7% 7,008,027 $629.0M
Massachusetts Financial Services Co. 0.20% Reduce -1.6% 6,933,363 $622.6M
Bank of Montreal 0.23% Add +10.3% 5,120,087 $460.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.90% Add +0.7% 5,107,833 $458.7M
Bank of America Corp. 0.03% Add +12.8% 4,481,459 $402.4M
National Bank of Canada 0.39% Add +9.7% 4,000,876 $358.4M
Geode Capital Management, LLC 0.02% Add +20.5% 3,653,717 $332.8M
Mackenzie Financial Corp. 0.42% Add +19.7% 3,571,271 $321.4M
Cibc World Market Inc. 0.66% Reduce -10.0% 3,311,890 $298.1M
Goldman Sachs Group Inc. 0.05% Add +27.5% 3,285,290 $295.0M
Manufacturers Life Insurance Company, The 0.26% Reduce -0.1% 3,230,338 $289.2M
CIBC Asset Management Inc 0.91% Add +24.8% 3,185,420 $288.3M
Neuberger Berman Group LLC 0.22% Reduce -12.6% 3,129,860 $280.6M
JPMorgan Chase & Co. 0.02% Add +0.9% 3,088,506 $277.3M
Legal & General Group Plc 0.07% Add +17.8% 3,009,688 $270.1M
Horizon Kinetics Asset Management LLC 3.18% Add +1.0% 2,985,486 $268.1M
Arrowstreet Capital, Limited Partnership 0.17% Add +30.0% 2,743,476 $246.6M
Deutsche Bank AG 0.09% Add +10.7% 2,628,005 $236.0M
Amundi 0.08% Reduce -4.7% 2,617,847 $234.8M
Connor, Clark & Lunn Investment Management Ltd. 0.82% Add +5.3% 2,596,494 $233.6M
Morgan Stanley 0.01% Reduce -7.4% 2,470,608 $221.9M
BlackRock, Inc. 0.00% Reduce -9.1% 2,119,367 $190.3M
Canada Pension Plan Investment Board 0.16% No change 2,097,735 $188.8M
Invesco Ltd. 0.03% Add +139.8% 2,085,042 $187.2M
Federation des caisses Desjardins du Quebec 0.67% Add +124.1% 1,712,607 $153.4M
DekaBank Deutsche Girozentrale 0.25% Reduce -1.3% 1,628,243 $142.6M
King Luther Capital Management Corp. 0.60% Reduce -0.4% 1,524,942 $136.9M
Swiss National Bank 0.07% Add +6.8% 1,378,800 $123.5M
Bank of Nova Scotia 0.24% Reduce -6.1% 1,324,707 $119.1M
UBS Group AG 0.02% Reduce -5.2% 1,151,644 $103.4M
Sprott Inc. 5.03% Add +10.2% 1,118,810 $100.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.58% Reduce -8.2% 1,108,839 $99.8M
Barclays PLC 0.04% Add +5.8% 1,034,572 $92.9M
Charles Schwab Investment Management Inc. 0.02% Add +4.1% 1,034,007 $92.8M
Orbis Allan Gray Ltd 0.45% Reduce -22.8% 1,023,924 $91.9M
Canoe Financial LP 1.26% Reduce -44.7% 980,013 $88.2M
CANADA LIFE ASSURANCE Co 0.13% Add +1.1% 904,584 $81.0M
Tidal Investments LLC 0.52% Reduce -10.3% 879,248 $79.0M
Caisse de depot et placement du Quebec 0.16% Reduce -42.8% 849,157 $76.2M
Dixon Mitchell Investment Counsel Inc. 2.90% Add +1.5% 830,987 $74.5M
Two Sigma Investments, LP 0.14% Add +27.4% 808,294 $72.6M
Toronto Dominion Bank 0.15% Reduce -5.0% 769,327 $69.2M
Mufg Securities (canada), LTD. 2.10% Add +11.2% 769,377 $69.1M
Dudley & Shanley, Inc. 10.77% Reduce -24.5% 763,475 $68.6M
TD Waterhouse Canada Inc. 0.48% Reduce -2.7% 739,597 $66.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -7.5% 693,509 $62.3M
Renaissance Technologies 0.08% Reduce -4.6% 692,761 $62.2M
Gabelli Funds LLC 0.44% Reduce -8.9% 671,250 $60.3M
Jupiter Asset Management Ltd. 0.50% Add +12.6% 669,281 $60.1M
American Century Companies Inc. 0.03% Add +3.8% 663,848 $59.6M
Citigroup Inc. 0.04% Add +8.5% 660,571 $59.3M
Federated Hermes, Inc. 0.11% Reduce -28.6% 657,188 $59.0M
Man Group plc 0.13% Add +116.4% 636,955 $57.2M
Scotia Capital Inc. 0.27% Add +38.1% 631,973 $56.6M
Bowen Hanes & Co. Inc. 1.40% Add +9.2% 618,275 $55.5M
Perpetual Ltd 0.61% Reduce -10.6% 580,701 $52.1M
Capital Research Global Investors 0.01% New 565,165 $50.8M
Aviva PLC 0.10% Reduce -23.1% 515,467 $46.3M
Tocqueville Asset Management L.P. 0.70% Reduce -24.7% 513,313 $46.1M
Generali Asset Management SPA SGR 1.01% Reduce -29.6% 451,019 $44.3M
Allianz Asset Management GmbH 0.06% Reduce -3.1% 491,487 $44.1M
Douglas Lane & Associates, LLC 0.64% Reduce -4.6% 491,100 $44.1M
Moerus Capital Management LLC 18.71% Reduce -31.2% 488,154 $43.8M
Picton Mahoney Asset Management 0.61% New 479,566 $43.0M
Nuveen, LLC 0.01% Add +0.1% 475,917 $42.7M
Dimensional Fund Advisors LP 0.01% Reduce -2.1% 474,350 $42.6M
Bank of New York Mellon Corp 0.01% Add +5.4% 447,043 $40.1M
Barings LLC 0.95% Reduce -6.3% 438,776 $39.5M
BLI - Banque de Luxembourg Investments 1.11% No change 435,000 $38.9M
Two Sigma Advisers, LP 0.08% Add +11.6% 420,704 $37.8M
Ameriprise Financial Inc. 0.01% Add +16.9% 410,941 $37.4M
Northern Trust Corp. 0.01% Reduce -10.5% 401,938 $36.1M
Hillsdale Investment Management Inc. 1.32% Add +48.0% 397,579 $35.8M
Addenda Capital Inc. 1.27% Reduce -68.4% 289,167 $35.4M
Guardian Capital LP 1.24% Reduce -3.9% 391,180 $35.1M
Raymond James Financial Inc. 0.01% Add +1.1% 371,064 $33.3M
Fiera Capital Corp 0.11% Add +2.3% 362,288 $32.6M
T. Rowe Price Associates Inc. 0.00% Reduce -11.1% 362,130 $32.5M
HSBC Holdings PLC 0.02% Reduce -47.6% 357,761 $32.1M
Stack Financial Management, Inc 2.80% Reduce -1.6% 352,725 $31.7M
Twin Tree Management, LP 0.76% Add +1.4% 336,323 $30.2M
Public Employees Retirement System of Ohio 0.10% Reduce -3.4% 335,815 $30.1M
Quadrature Capital Ltd 0.51% Add +877.7% 333,400 $29.8M
Alberta Investment Management Corp 0.25% Reduce -58.6% 323,200 $29.1M
Voloridge Investment Management, LLC 0.10% New 308,016 $27.7M
AXA S.A. 0.08% Reduce -1.9% 303,721 $27.3M
Russell Investments Group, Ltd. 0.03% Reduce -16.8% 306,055 $27.3M
Allspring Global Investments Holdings, LLC 0.05% Reduce -2.2% 302,350 $27.2M
Keybank National Association 0.10% Reduce -7.0% 295,572 $26.5M
Euro Pacific Asset Management, LLC 4.25% Add +1.1% 293,660 $26.3M
Korea Investment CORP 0.06% Add +31.2% 290,948 $26.1M
Summit Financial, LLC 0.59% Reduce -11.1% 290,671 $26.1M
Schwartz Investment Counsel Inc. 0.81% Add +1.9% 273,000 $24.5M
State of Tennessee, Department of Treasury 0.08% No change 263,343 $23.6M
Pictet Asset Management Holding SA 0.02% Add +6.2% 254,408 $22.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -2.1% 253,942 $22.8M
Macquarie Group Ltd. 0.03% Reduce -20.4% 214,032 $21.3M
1832 Asset Management L.P. 0.04% Add +769.5% 233,461 $21.0M
Voya Investment Management LLC 0.02% Reduce -69.2% 229,919 $20.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -9.3% 230,000 $20.6M
Jane Street Group, LLC 0.03% Reduce -9.5% 224,922 $20.2M
HighTower Advisors, LLC 0.02% Reduce -22.4% 214,158 $19.2M
LPL Financial LLC 0.01% Add +6.2% 210,162 $18.9M
Baird Financial Group, Inc. 0.03% Add +2.1% 203,856 $18.3M
Millennium Management 0.02% Reduce -52.1% 203,782 $18.3M
Capital International, Inc. 0.17% Add +48.7% 200,214 $18.0M
Intellus Advisors LLC 2.65% Reduce -12.3% 197,664 $17.8M
Lombard Odier Asset Management (Europe) Ltd 1.53% Reduce -36.0% 193,202 $17.3M
Wells Fargo & Company 0.00% Reduce -14.2% 191,791 $17.2M
Varma Mutual Pension Insurance Co 0.13% Add +5.3% 191,058 $17.1M
Ruffer LLP 0.75% Reduce -34.6% 189,484 $17.0M
Citadel Advisors 0.01% Reduce -13.9% 186,663 $16.8M
PKO Investment Management Joint-Stock Co 1.76% Reduce -3.3% 182,691 $16.4M
Franklin Resources Inc. 0.00% Add +1.0% 172,852 $15.6M
Mn Services Vermogensbeheer B.V. 0.11% Add +3.5% 169,530 $15.2M
EagleClaw Capital Managment, LLC 2.18% Reduce -1.6% 162,510 $14.6M
Hamilton Capital Partners Inc. 0.72% Add +22.2% 156,379 $14.0M
U S Global Investors Inc. 1.52% Reduce -10.9% 143,810 $12.9M
Cohen & Steers, Inc. 0.02% Reduce -2.6% 143,105 $12.9M
BNP Paribas Financial Markets 0.01% Reduce -9.0% 138,532 $12.4M
Intech Investment Management LLC 0.12% Add +28.8% 136,571 $12.3M
Winmill & Co. Inc. 3.21% Add +4.6% 128,700 $11.6M
Erste Asset Management GmbH 0.09% Add +12.1% 67,800 $10.7M
Mad River Investors 4.66% Reduce -21.6% 115,925 $10.4M
Louisbourg Investments Inc. 2.45% Add +72.9% 115,846 $10.4M
Exchange Traded Concepts, LLC 0.13% Add +115.6% 114,605 $10.3M
Montrusco Bolton Investments Inc. 0.11% Reduce -60.5% 112,929 $10.1M
Agf Management Ltd. 0.05% Reduce -17.9% 111,528 $10.0M
Guggenheim Capital LLC 0.08% Add +7.3% 108,929 $9.8M
Blair William & Co. 0.03% Add +2.4% 108,670 $9.8M
Concentric Capital Strategies, LP 0.54% New 106,008 $9.5M
Wellington Management Group LLP 0.00% Add +13.8% 104,760 $9.4M
Teacher Retirement System of Texas 0.04% Add +3030.3% 103,300 $9.3M
First Trust Advisors LP 0.01% Add +0.3% 101,659 $9.1M
Forsta Ap-Fonden 0.06% Reduce -0.7% 100,300 $9.0M
Stifel Financial Corp. 0.01% Reduce -6.8% 98,531 $8.8M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -5.2% 98,242 $8.8M
Beddow Capital Management Inc. 3.52% Reduce -6.8% 95,668 $8.6M
USS Investment Management Ltd 0.05% Reduce -8.0% 93,819 $8.4M
Osaic Holdings, Inc. 0.01% Reduce -5.3% 92,545 $8.3M
Barometer Capital Management Inc. 2.28% Reduce -29.3% 67,270 $8.2M
Hendley & Co. Inc. 2.85% Add +0.5% 90,775 $8.2M
Evelyn Partners Investment Management Services Ltd 1.22% Reduce -22.7% 90,411 $8.1M
LGT Group Foundation 0.10% Reduce -7.1% 90,060 $8.1M
Edmond DE Rothschild Holding S.A. 0.13% Add +13.4% 87,387 $7.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +214.2% 86,295 $7.7M
Intact Investment Management Inc. 0.26% Reduce -9.8% 85,350 $7.7M
Beacon Pointe Advisors, LLC 0.08% Reduce -3.5% 85,208 $7.7M
Aviso Financial Inc. 0.34% Add +2.9% 83,307 $7.5M
O'shaughnessy Asset Management, LLC 0.05% Add +1.5% 81,477 $7.3M
Commonwealth Equity Services, LLC 0.01% Reduce -21.5% 81,443 $7.3M
Cetera Investment Advisers 0.01% Reduce -5.0% 80,980 $7.3M
Financial Sense Advisors, Inc. 1.78% Add +14.4% 80,349 $7.2M
Ontario Teachers Pension Plan Board 0.15% Add +35.2% 76,115 $6.8M
DJE Kapital AG 0.16% Add +3.2% 77,390 $6.8M
Oddo BHF Asset Management Sas 0.26% Reduce -6.6% 55,200 $6.8M
Capital Fund Management S.A. 0.07% Reduce -3.8% 74,876 $6.7M
Janus Henderson Group PLC 0.00% Reduce -53.8% 74,434 $6.7M
GAMCO Investors 0.07% Add +0.3% 74,262 $6.7M
Prospera Financial Services Inc 0.12% Reduce -18.3% 73,711 $6.6M
Northwest & Ethical Investments L.P. 0.16% Reduce -36.9% 74,109 $6.6M
Envestnet Asset Management Inc. 0.00% Add +7.8% 71,999 $6.5M
Qube Research & Technologies Ltd 0.01% Reduce -16.7% 70,967 $6.4M
Capital Wealth Planning, LLC 0.05% Reduce -17.1% 69,894 $6.3M
SummitTX Capital, L.P. 0.28% Reduce -23.3% 69,803 $6.3M
Alps Advisors Inc. 0.04% Add +84.3% 69,675 $6.3M
Metis Global Partners, LLC 0.16% Add +15.9% 69,544 $6.3M
Skandinaviska Enskilda Banken AB (publ) 0.03% No change 67,023 $6.0M
NewEdge Wealth, LLC 0.09% Reduce -0.6% 60,157 $6.0M
Plato Investment Management Ltd 0.45% Add +8.1% 66,357 $5.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 65,200 $5.9M
SeaBridge Investment Advisors LLC 1.07% Add +3.8% 64,223 $5.8M
Rockefeller Capital Management L.P. 0.01% Add +8.1% 63,945 $5.7M
Squarepoint Ops LLC 0.01% Add +54.8% 63,487 $5.7M
Leavell Investment Management, Inc. 0.26% Add +3.9% 63,434 $5.7M
Artemis Investment Management LLP 0.07% Reduce -7.5% 62,563 $5.6M
Klein Pavlis & Peasley Financial, Inc. 3.73% Reduce -1.6% 62,260 $5.6M
Andra AP-fonden 0.08% Add +48.4% 45,400 $5.6M
Swiss Life Asset Management Ltd 0.03% Reduce -8.6% 61,513 $5.5M
Cannell & Spears LLC 0.11% Reduce -0.7% 60,403 $5.4M
Creative Planning 0.00% Add +13.7% 58,727 $5.3M
Oppenheimer & Co. Inc. 0.07% Reduce -13.4% 58,462 $5.2M
Capital International Sarl 0.10% Add +1.6% 58,307 $5.2M
Bard Associates Inc. 1.68% Reduce -5.3% 58,096 $5.2M
Beck Bode, LLC 0.87% New 57,293 $5.1M
U.S. Capital Wealth Advisors, LLC 0.15% Reduce -34.1% 57,233 $5.1M
Oxbow Advisors, LLC 0.57% Add +0.0% 57,201 $5.1M
Kestra Advisory Services, LLC 0.02% Add +11.4% 56,557 $5.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.4% 55,915 $5.1M
Evelyn Partners Investment Management LLP 0.15% Add +14.5% 54,774 $4.9M
D. E. Shaw & Co. 0.01% Add +59.4% 54,833 $4.9M
Turning Point Benefit Group, Inc. 3.68% Reduce -2.3% 54,139 $4.9M
Parsons Capital Management Inc. 0.29% Add +3.0% 53,509 $4.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.2% 53,275 $4.8M
Gilder Gagnon Howe & Co. LLC 0.05% Reduce -0.7% 53,135 $4.8M
Natixis Advisors, LLC 0.01% Reduce -1.4% 52,769 $4.7M
Mediolanum International Funds Ltd 0.06% Add +42.9% 53,811 $4.7M
Ossiam 0.05% Reduce -50.0% 51,844 $4.7M
Utah Retirement Systems 0.05% No change 50,608 $4.5M
Bradley Foster & Sargent Inc. 0.07% Reduce -14.1% 50,349 $4.5M
J. Safra Sarasin Holding AG 0.08% Add +160.0% 49,435 $4.4M
Trek Financial, LLC 0.30% New 49,106 $4.4M
Avanza Fonder AB 0.13% No change 35,854 $4.4M
Captrust Financial Advisors 0.01% Add +0.1% 48,827 $4.4M
Natixis 0.02% Reduce -1.2% 48,092 $4.3M
Janney Montgomery Scott LLC 0.01% Add +13.3% 46,510 $4.2M
Sonora Investment Management Group, LLC 0.31% Reduce -0.8% 46,505 $4.2M
Integrated Wealth Concepts LLC 0.04% Add +24.7% 46,353 $4.2M
Te Ahumairangi Investment Management Ltd 0.74% Reduce -1.4% 46,379 $4.2M
Skerryvore Asset Management Ltd 3.22% Reduce -13.1% 44,500 $4.0M
Lombard Odier Asset Management (Switzerland) SA 0.20% Reduce -7.1% 44,313 $4.0M
Pring Turner Capital Group Inc. 2.57% Reduce -17.2% 44,344 $4.0M
Public Sector Pension Investment Board 0.02% No change 43,820 $3.9M
Vontobel Holding Ltd. 0.01% Add +80.9% 43,208 $3.9M
Maryland State Retirement & Pension System 0.08% New 42,754 $3.8M
Gotham Asset Management 0.02% Add +104.2% 42,707 $3.8M
Alliancebernstein L.P. 0.00% Add +4.5% 42,180 $3.8M
Bristlecone Advisors, LLC 0.32% Reduce -34.5% 41,774 $3.8M
Creekmur Asset Management LLC 0.66% Reduce -13.9% 41,537 $3.7M
Equitable Trust Co. 0.19% Reduce -1.3% 41,476 $3.7M
Robinson Value Management, Ltd. 2.31% Reduce -2.0% 40,970 $3.7M
Private Advisor Group, LLC 0.02% Reduce -48.4% 40,812 $3.7M
Plancorp, LLC 0.13% Add +6.1% 40,714 $3.7M
DAVENPORT & Co LLC 0.02% Reduce -0.8% 39,934 $3.6M
Capstone Wealth Management Group LLC 2.56% Add +3.7% 39,256 $3.5M
Mariner, LLC 0.01% Add +6.1% 39,036 $3.5M
Profund Advisors LLC 0.12% Reduce -2.6% 38,085 $3.4M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -4.7% 37,251 $3.3M
Medici Capital LLC 3.68% No change 36,000 $3.2M
Bryn Mawr Trust Advisors, LLC 0.17% Reduce -0.4% 35,075 $3.1M
GeoSphere Capital Management, LLC 3.22% Add +75.0% 35,000 $3.1M
Vestcor Inc 0.09% No change 34,400 $3.1M
PNC Financial Services Group, Inc. 0.00% Add +2.1% 34,286 $3.1M
Inlet Private Wealth, LLC 0.75% No change 33,970 $3.1M
Essex Financial Services, Inc. 0.19% Reduce -3.5% 32,130 $2.9M
Advisory Services Network, LLC 0.05% Add +35.5% 30,834 $2.8M
Ensign Peak Advisors, Inc 0.00% Reduce -9.4% 30,909 $2.8M
Triasima Portfolio Management inc. 0.50% Reduce -35.6% 30,600 $2.7M
Zurich Insurance Group Ltd 0.02% No change 30,500 $2.7M
Wilmington Savings Fund Society, FSB 0.05% No change 30,000 $2.7M
Silvercrest Asset Management Group LLC 0.02% No change 30,000 $2.7M
Royal London Asset Management Ltd. 0.01% No change 29,841 $2.7M
Moors & Cabot, Inc. 0.12% Reduce -11.9% 29,421 $2.6M
Crossmark Global Holdings, Inc. 0.04% Reduce -11.3% 29,118 $2.6M
KOM Wealth Management Group, LLC 2.06% Add +0.2% 29,007 $2.6M
Lombard Odier Asset Management (USA) Corp 0.81% Reduce -6.6% 28,998 $2.6M
PCJ Investment Counsel Ltd. 0.87% Reduce -22.2% 28,430 $2.6M
Investment Management Corp of Ontario 0.04% Reduce -4.8% 27,598 $2.5M
Jeppson Wealth Management, LLC 0.86% Reduce -0.4% 27,564 $2.5M
CIBC Private Wealth Group LLC 0.00% Reduce -27.9% 27,558 $2.5M
Trust Co. of Toledo NA 0.27% No change 27,425 $2.5M
Moran Wealth Management, LLC 0.07% Reduce -3.5% 26,343 $2.4M
TCFG Wealth Management, LLC 1.07% Reduce -1.5% 26,256 $2.4M
DRW Securities, LLC 0.16% Reduce -37.5% 26,000 $2.3M
Vanguard Personalized Indexing Management, LLC 0.03% Add +19.7% 25,839 $2.3M
AQR Capital Management 0.00% Add +473.2% 25,220 $2.3M
Westerkirk Capital Inc. 0.28% — 25,150 $2.3M
Fielder Capital Group LLC 0.59% No change 24,701 $2.2M
Sapient Capital LLC 0.04% Reduce -0.1% 24,420 $2.2M
Ninepoint Partners LP 0.42% No change 24,391 $2.2M
Pathstone Holdings, LLC 0.01% Add +13.0% 23,976 $2.2M
DF Dent & Co. Inc. 0.03% Reduce -47.4% 23,800 $2.1M
CWA Asset Management Group, LLC 0.09% Add +155.8% 23,596 $2.1M
Gulf International Bank (UK) Ltd 0.07% Reduce -13.1% 23,052 $2.1M
Laird Norton Wetherby Wealth Management, LLC 0.09% — 23,066 $2.1M
Integrated Advisors Network LLC 0.09% New 23,050 $2.1M
Arkadios Wealth Advisors 0.06% Add +4.6% 22,873 $2.1M
Quantinno Capital Management LP 0.01% Add +23.5% 22,856 $2.1M
ASR Vermogensbeheer N.V. 0.03% Add +0.9% 22,821 $2.0M
PFG Investments, LLC 0.12% Reduce -0.6% 22,390 $2.0M
Cerity Partners LLC 0.00% Add +10.4% 22,375 $2.0M
Quadrant Capital Group LLC 0.07% Add +12.3% 22,259 $2.0M
Seaview Investment Managers LLC 0.42% Add +1.2% 22,086 $2.0M
Atlas Wealth Partners, LLC 2.29% Reduce -0.5% 22,046 $2.0M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -2.4% 21,378 $1.9M
C WorldWide Group Holding A/S 0.03% No change 21,313 $1.9M
Assenagon Asset Management S.A. 0.00% Reduce -6.0% 21,164 $1.9M
Mercer Global Advisors Inc. 0.00% Add +269.5% 20,953 $1.9M
Virtu Financial LLC 0.10% New 20,911 $1.9M
Johnson Investment Counsel Inc. 0.02% No change 20,390 $1.8M
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 8.37% Reduce -13.2% 19,700 $1.8M
Jones Financial Companies LLLP 0.00% Add +140.4% 19,683 $1.7M
Mgo One Seven LLC 0.06% Add +9.1% 19,073 $1.7M
Greenline Partners, LLC 0.23% Add +31.5% 18,742 $1.7M
IHT Wealth Management, LLC 0.05% Add +3.0% 18,721 $1.7M
Vident Advisory, LLC 0.02% Reduce -4.9% 18,575 $1.7M
Sei Investments Co. 0.00% Reduce -51.2% 18,397 $1.7M
LBP Am SA 0.02% Reduce -3.3% 18,122 $1.6M
Stratos Wealth Partners, LTD. 0.02% Add +4.0% 17,979 $1.6M
Cobblestone Capital Advisors LLC 0.08% Add +0.4% 17,955 $1.6M
Harbour Capital Advisors, LLC 0.32% Reduce -0.3% 17,135 $1.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.13% No change 17,048 $1.5M
Argent Trust Co 0.06% Reduce -9.6% 16,879 $1.5M
Comprehensive Money Management Services LLC 1.14% Reduce -5.7% 16,762 $1.5M
Sargent Investment Group, LLC 0.20% No change 15,202 $1.5M
Aaron Wealth Advisors LLC 0.15% Reduce -1.0% 16,508 $1.5M
Value Partners Investments Inc. 0.12% Add +11.5% 16,426 $1.5M
Boston Partners 0.00% New 16,054 $1.4M
Howland Capital Management LLC 0.06% No change 16,000 $1.4M
Bank of Nova Scotia Trust Co. 0.14% Add +17.9% 15,566 $1.4M
Corient Private Wealth LP 0.00% Add +18.4% 15,514 $1.4M
XTX Topco Ltd 0.06% New 15,313 $1.4M
Manatuck Hill Partners, LLC 0.51% Reduce -25.0% 15,000 $1.3M
Dakota Wealth Management 0.03% Reduce -1.5% 14,826 $1.3M
Pacific Asset Management, LLC 1.06% Reduce -4.5% 14,682 $1.3M
M&T Bank Corp 0.00% Reduce -0.1% 14,669 $1.3M
Verus Capital Partners, LLC 0.12% Reduce -20.8% 14,555 $1.3M
Independent Financial Group, LLC 0.04% Add +88.3% 14,497 $1.3M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.36% Add +96.8% 14,236 $1.3M
Beirne Wealth Consulting Services, LLC 0.41% Add +0.0% 14,015 $1.3M
Fiduciary Trust Co 0.02% Reduce -0.3% 14,000 $1.3M
Rathbones Group PLC 0.01% Reduce -12.7% 13,962 $1.3M
GoalVest Advisory LLC 0.31% No change 13,950 $1.3M
Principal Financial Group Inc. 0.00% Reduce -45.3% 13,807 $1.2M
Cadinha & Co. LLC 0.20% Reduce -21.1% 13,710 $1.2M
Ion Asset Management Ltd. 0.07% Reduce -12.8% 13,695 $1.2M
Williamson Legacy Group, LLC 1.00% New 13,236 $1.2M
Apollon Wealth Management, LLC 0.02% Add +10.5% 13,131 $1.2M
StoneX Group Inc. 0.06% Add +18.6% 13,100 $1.2M
Fig Financial Advisory Services Inc. 0.77% New 12,799 $1.1M
Composition Wealth, LLC 0.02% Add +0.4% 12,762 $1.1M
Koshinski Asset Management, Inc. 0.09% Reduce -4.5% 12,555 $1.1M
Knoll Capital Management, LLC 0.80% No change 12,500 $1.1M
Petra Financial Advisors Inc. 0.71% Add +0.1% 12,493 $1.1M
Riggs Asset Managment Co. Inc. 0.28% Add +3.4% 12,467 $1.1M
Equitable Holdings, Inc. 0.01% Add +90.0% 12,232 $1.1M
Vise Technologies, Inc. 0.04% — 12,109 $1.1M
Ewing Morris & Co. Investment Partners Ltd. 0.49% Add +59.2% 12,100 $1.1M
Confluence Investment Management LLC 0.02% Reduce -2.2% 12,045 $1.1M
Focus Partners Wealth 0.00% Add +6.4% 11,943 $1.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% No change 11,888 $1.1M
Signaturefd, LLC 0.02% Add +0.6% 11,831 $1.1M
Choreo, LLC 0.01% Add +6.3% 11,752 $1.1M
Parvin Asset Management, LLC 1.08% Reduce -5.3% 11,675 $1.0M
Pecaut & Co. 0.34% No change 11,550 $1.0M
Geneos Wealth Management Inc. 0.03% Add +1.5% 11,412 $1.0M
Finward Bancorp 0.81% No change 11,400 $1.0M
J.W. Cole Advisors, Inc. 0.02% Add +10.0% 11,396 $1.0M
Flagship Harbor Advisors, LLC 0.05% Add +3.1% 11,177 $1.0M
NewEdge Advisors, LLC 0.01% Add +61.2% 11,095 $996K
Pekin Hardy Strauss, Inc. 0.11% Reduce -21.2% 11,019 $990K
Investment Partners Asset Management, Inc. 0.67% Reduce -0.4% 10,706 $961K
111 Capital 0.16% Reduce -30.8% 10,559 $950K
UniSuper Management Pty Ltd 0.01% Reduce -11.5% 7,700 $943K
US Bancorp \de 0.00% Add +4.6% 10,358 $930K
Integrated Quantitative Investments LLC 0.27% New 10,297 $925K
Pembroke Management, LTD 0.11% Reduce -42.1% 7,458 $913K
Harbour Investments, Inc. 0.02% No change 10,143 $911K
NCM Capital Management, LLC 0.37% Add +0.0% 10,129 $910K
Steward Partners Investment Advisory, LLC 0.01% Reduce -6.8% 10,080 $905K
EP Wealth Advisors, LLC 0.01% Reduce -10.6% 10,022 $900K
Wahed Invest LLC 0.14% New 10,000 $897K
Savant Capital, LLC 0.01% Add +26.0% 9,949 $893K
Kingswood Wealth Advisors, LLC 0.07% Add +42.4% 9,921 $891K
Altfest L J & Co. Inc. 0.10% Reduce -38.6% 9,894 $888K
Rossby Financial, LCC 0.32% Reduce -0.5% 9,584 $861K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -54.9% 9,711 $860K
Evergreen Capital Management LLC 0.03% Reduce -2.9% 9,426 $846K
Compound Planning, Inc. 0.03% Add +161.0% 9,298 $835K
Cypress Wealth Services, LLC 0.15% Reduce -2.4% 9,292 $834K
Astoria Portfolio Advisors LLC. 0.23% Add +12.3% 8,865 $833K
Daiwa Securities Group Inc. 0.00% New 9,200 $826K
Ameritas Advisory Services, LLC 0.04% Reduce -0.4% 9,088 $816K
MAI Capital Management 0.01% Reduce -5.2% 8,992 $808K
Stephens Inc. 0.01% Reduce -2.7% 8,964 $805K
Truist Financial Corp. 0.00% Add +98.2% 8,834 $793K
Uncommon Cents Investing LLC 0.21% Add +0.2% 8,805 $791K
Catalyst Funds Management Pty Ltd 0.22% New 8,800 $790K
Quantbot Technologies LP 0.02% New 8,769 $787K
State of Wyoming 0.10% New 8,708 $782K
Carnegie Investment Counsel 0.02% No change 8,642 $776K
Proficio Capital Partners LLC 0.05% No change 8,613 $773K
Spire Wealth Management 0.03% Reduce -3.7% 8,552 $768K
Blue Trust, Inc. 0.01% Add +8.6% 8,544 $767K
Principle Wealth Partners LLC 0.05% Reduce -19.3% 8,346 $749K
Shell Asset Management Co. 0.03% Reduce -41.7% 8,281 $743K
Cigna Investments Inc. 0.13% Reduce -2.6% 8,235 $739K
XML Financial, LLC 0.06% Reduce -4.6% 8,229 $739K
Harvest Portfolios Group Inc. 0.02% New 8,088 $727K
MML Investors Services, LLC 0.00% Add +24.4% 7,992 $718K
D.A. Davidson & Co. 0.01% Reduce -44.2% 7,891 $709K
Sequoia Financial Advisors, LLC 0.00% Add +44.9% 7,813 $702K
Transatlantique Private Wealth LLC 0.26% Reduce -5.8% 7,802 $701K
Ironwood Investment Management LLC 0.34% Add +1.4% 7,722 $693K
Berkeley Capital Partners, LLC 0.17% No change 7,638 $686K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -6.1% 7,617 $684K
Guardian Partners Inc. 0.06% Add +11.8% 7,644 $681K
Brookstone Capital Management 0.01% Add +48.6% 7,494 $673K
Huntington National Bank 0.01% Reduce -17.2% 7,388 $663K
Meixler Investment Management, Ltd. 0.45% Reduce -9.1% 7,272 $653K
&partners 0.01% Add +13.6% 7,257 $652K
Tacita Capital Inc 0.41% Add +358.1% 7,174 $645K
Veracity Capital LLC 0.22% Reduce -2.1% 7,169 $644K
Sanctuary Advisors, LLC 0.00% Add +12.5% 7,132 $640K
Lido Advisors, LLC 0.00% Add +19.9% 7,092 $637K
Avantax Advisory Services, Inc. 0.00% Add +4.7% 7,053 $633K
Stegent Equity Advisors, Inc. 0.56% Add +160.9% 7,046 $633K
Ieq Capital, LLC 0.00% New 7,035 $632K
Arete Wealth Advisors, LLC 0.04% No change 7,017 $630K
OneAscent Financial Services LLC 0.04% Reduce -50.3% 7,006 $629K
Dynamic Advisor Solutions LLC 0.02% Add +0.1% 6,846 $615K
Fortress Private Ledger, LLC 0.27% Add +38.9% 6,727 $604K
Silverlake Wealth Management LLC 0.17% Reduce -15.7% 6,561 $589K
Ballentine Partners, LLC 0.01% Add +19.3% 6,536 $587K
SG Americas Securities, LLC 0.00% Reduce -72.6% 6,506 $584K
CenterBook Partners LP 0.03% Reduce -17.3% 6,457 $580K
Schroder Investment Management Group 0.00% Reduce -34.9% 6,345 $570K
Essex Investment Management Co. LLC 0.10% Reduce -2.4% 6,302 $566K
Chilton Capital Management LLC 0.02% No change 6,300 $566K
Yousif Capital Management, LLC 0.01% Add +8.3% 6,220 $559K
Insigneo Advisory Services, LLC 0.05% Add +3.3% 6,214 $558K
Hilltop Holdings Inc. 0.04% Reduce -1.6% 6,185 $555K
Brown Brothers Harriman & Co. 0.00% Add +1.8% 6,182 $555K
Allworth Financial LP 0.00% Add +7.6% 6,147 $552K
Candriam S.C.A. 0.00% New 6,083 $546K
Cardinal Point Capital Management ULC 0.04% New 6,075 $545K
Engineers Gate Manager LP 0.01% Reduce -19.7% 6,042 $543K
AE Wealth Management LLC 0.00% Reduce -12.2% 5,968 $536K
TBH Global Asset Management, LLC 0.11% No change 5,931 $533K
WNY Asset Management, LLC 0.06% Reduce -14.0% 5,823 $523K
Tower Research Capital LLC (TRC) 0.01% Reduce -44.7% 5,798 $521K
CoreCap Advisors, LLC 0.02% Reduce -3.5% 5,752 $517K
KCM Investment Advisors LLC 0.02% Reduce -10.0% 5,736 $515K
Caxton Associates LLP 0.01% New 5,690 $511K
Verition Fund Management LLC 0.00% New 5,679 $510K
Merit Financial Group, LLC 0.01% Add +11.9% 5,673 $509K
Commerce Bank 0.00% No change 5,641 $507K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.9% 5,626 $505K
Meridian Wealth Management, LLC 0.02% New 5,593 $502K
Regions Financial Corp. 0.00% No change 5,584 $501K
Syon Capital LLC 0.03% Add +0.4% 5,575 $501K
Creative Financial Designs Inc. 0.04% Reduce -4.3% 5,510 $495K
Schonfeld Strategic Advisors LLC 0.00% New 5,476 $492K
Two Sigma Securities, LLC 0.06% New 5,425 $487K
Pure Financial Advisors, LLC 0.01% Add +0.3% 5,418 $487K
Autumn Glory Partners, LLC 0.23% New 5,400 $485K
Ingalls & Snyder LLC 0.02% No change 5,376 $483K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% New 5,355 $481K
Perritt Capital Management Inc 0.25% Add +39.1% 5,339 $479K
Capital Advisors Inc. 0.01% Add +0.3% 5,314 $477K
Aquatic Capital Management LLC 0.01% New 5,224 $469K
Wedbush Securities Inc. 0.02% Reduce -23.9% 5,225 $469K
Benjamin Edwards Inc. 0.01% New 5,215 $468K
Perigon Wealth Management, LLC 0.01% Reduce -29.1% 5,194 $466K
Advisors Capital Management, LLC 0.01% No change 5,159 $463K
Atria Wealth Solutions, Inc. 0.01% Reduce -44.4% 5,127 $460K
Bison Wealth, LLC 0.04% Add +54.8% 5,018 $457K
HB Wealth Management, LLC 0.00% Add +3.2% 5,068 $455K
Formidable Asset Management, LLC 0.07% Reduce -32.5% 4,984 $448K
Brown Advisory Inc. 0.00% Reduce -0.5% 4,965 $446K
TruWealth Advisors, LLC 0.02% No change 4,769 $428K
Tradition Wealth Management, LLC 0.03% No change 4,728 $425K
Glenmede Investment Management, LP 0.00% — 4,727 $424K
AlphaCore Capital LLC 0.02% New 4,668 $419K
Farther Finance Advisors, LLC 0.01% Add +56.8% 4,656 $418K
Larson Financial Group LLC 0.02% Add +204.0% 4,651 $418K
Ethic Inc. 0.01% Add +28.3% 4,657 $407K
Compagnie Lombard Odier SCmA 0.01% New 4,512 $405K
United Advisor Group, LLC 0.07% Reduce -4.8% 4,508 $405K
Confluence Wealth Services, Inc. 0.02% No change 4,492 $403K
Valeo Financial Advisors, LLC 0.01% Add +0.9% 4,463 $401K
PDS Planning, Inc 0.03% Reduce -1.1% 4,449 $400K
Tableaux LLC 0.23% New 4,422 $397K
Fifth Third Wealth Advisors LLC 0.02% No change 4,398 $395K
Synergy Asset Management, LLC 0.04% Add +42.8% 4,354 $391K
Sowell Financial Services LLC 0.02% Reduce -56.5% 4,309 $387K
Brave Asset Management Inc. 0.11% No change 4,305 $387K
Tyler-Stone Wealth Management 0.06% Add +0.3% 4,274 $384K
Carnegie Lake Advisors LLC 0.15% No change 4,265 $383K
Total Wealth Planning & Management, Inc. 0.33% Reduce -0.5% 4,265 $383K
SBI Securities Co., Ltd. 0.01% Reduce -10.6% 4,262 $383K
Worldquant Millennium Advisors LLC 0.00% New 4,220 $379K
Evelyn Partners Asset Management Ltd 0.10% No change 4,200 $378K
Woodward Diversified Capital, LLC 0.19% New 4,200 $377K
Lester Murray Antman dba SimplyRich 0.11% No change 4,201 $377K
Prudential Financial Inc. 0.00% New 4,191 $376K
Parallel Advisors, LLC 0.01% Add +1.9% 4,146 $372K
Leigh Baldwin & Co., LLC 0.24% Add +0.1% 4,127 $371K
Concurrent Investment Advisors, LLC 0.01% Add +14.7% 4,123 $370K
Moody National Bank Trust Division 0.03% No change 4,116 $370K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.1% 4,058 $364K
Navera Investment Management Ltd. 0.01% No change 4,000 $359K
Hedges Asset Management LLC 0.29% No change 4,000 $359K
Chesley Taft & Associates LLC 0.02% No change 4,000 $359K
Rock Point Advisors, LLC 0.10% No change 3,980 $357K
OneDigital Investment Advisors LLC 0.00% Reduce -0.6% 3,949 $355K
Verdence Capital Advisors LLC 0.02% Add +1.6% 3,934 $353K
Mission Wealth Management, LP 0.01% Add +34.3% 3,929 $353K
Union Bancaire Privee, UBP SA 0.01% Reduce -28.4% 3,716 $352K
Nations Financial Group Inc, /Ia/ 0.02% Add +8.5% 3,896 $350K
Jamison Private Wealth Management, Inc. 0.05% Reduce -19.5% 3,886 $349K
First Affirmative Financial Network 0.18% Add +7.1% 3,843 $345K
Capula Management Ltd 0.00% New 2,800 $343K
Avalon Capital Management 0.09% No change 3,801 $341K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -2.4% 3,760 $338K
Aire Advisors, LLC 0.07% Reduce -28.6% 3,750 $337K
Independent Advisor Alliance 0.01% New 3,733 $335K
Great Valley Advisor Group, Inc. 0.01% Add +1.2% 3,714 $333K
Van Hulzen Asset Management, LLC 0.03% Reduce -89.3% 3,707 $333K
Ritholtz Wealth Management 0.01% No change 3,678 $330K
Kestra Private Wealth Services, LLC 0.00% Add +19.0% 3,659 $329K
AdvisorNet Financial, Inc 0.02% Reduce -0.4% 3,648 $328K
Salem Investment Counselors Inc. 0.01% Reduce -11.7% 3,592 $323K
Apella Capital, LLC 0.01% Add +15.8% 3,456 $320K
Beutel, Goodman & Co Ltd. 0.00% No change 3,500 $314K
Foundations Investment Advisors, LLC 0.01% Add +10.7% 3,491 $313K
Benedict Financial Advisors Inc. 0.07% Reduce -4.7% 3,476 $312K
Quent Capital, LLC 0.03% No change 3,463 $311K
Seeds Investor LLC 0.07% Reduce -0.7% 3,441 $309K
MTM Investment Management, LLC 0.10% Add +0.3% 3,361 $302K
Diversify Wealth Management, LLC 0.02% Reduce -32.6% 3,125 $301K
Fruth Investment Management 0.08% No change 3,350 $300K
Lewis Asset Management, LLC 0.14% New 3,275 $294K
Williams Jones Wealth Management, LLC. 0.00% No change 3,223 $289K
Calydon Capital 0.03% New 3,190 $286K
Bridgewater Advisors Inc. 0.02% Add +2.7% 3,035 $283K
Smith Salley Wealth Management 0.02% Add +21.8% 3,150 $283K
CreativeOne Wealth, LLC 0.01% Add +12.7% 3,149 $283K
Mesirow Financial Investment Management, Inc. 0.01% New 3,147 $283K
Pinnacle Associates Ltd. 0.00% Reduce -10.6% 3,133 $281K
Global Assets Advisory, LLC 0.11% Reduce -62.6% 3,143 $281K
Wellington Shields & Co., LLC 0.08% Reduce -6.1% 3,100 $278K
Harvest Investment Services, LLC 0.06% Add +4.7% 3,077 $276K
Marshall Wace, LLP 0.00% Reduce -96.0% 3,070 $276K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -16.0% 3,053 $274K
Focus Financial Network, Inc. 0.01% Add +0.7% 3,053 $274K
EverSource Wealth Advisors, LLC 0.01% Add +342.3% 3,043 $273K
Wealth Alliance Advisory Group, LLC 0.05% No change 3,025 $272K
Atria Investments, Inc 0.00% New 3,004 $270K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -6.7% 2,972 $267K
Personal Cfo Solutions, LLC 0.05% New 2,960 $266K
Rhumbline Advisers 0.00% Add +28.4% 2,952 $265K
Eagle Global Advisors LLC 0.01% No change 2,910 $261K
Kiker Wealth Management, LLC 0.14% Add +3.6% 2,854 $256K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.1% 2,847 $256K
Wesbanco Bank Inc. 0.01% New 2,825 $254K
SCP Investment, LP 0.20% New 2,800 $251K
PYA Waltman Capital, LLC 0.07% Reduce -4.8% 2,760 $248K
Asahi Life Asset Management Co., LTD. 0.14% Reduce -45.7% 2,755 $247K
West Family Investments, Inc. 0.06% New 2,753 $247K
Belpointe Asset Management LLC 0.01% Reduce -54.8% 2,742 $246K
IFP Advisors, Inc 0.01% Add +35.1% 2,736 $246K
Cwm, LLC 0.00% Reduce -4.4% 2,711 $243K
Smallwood Wealth Investment Management, LLC 0.14% No change 2,700 $242K
Sivia Capital Partners, LLC 0.08% New 2,657 $239K
Atlantic Union Bankshares Corp 0.01% New 2,550 $229K
Canopy Partners, LLC 0.08% New 2,537 $228K
LGT Fund Management Co Ltd. 0.02% New 2,500 $225K
Lawson Kroeker Investment Management Inc. 0.04% New 2,500 $225K
Berkshire Asset Management LLC 0.01% Reduce -75.1% 2,500 $225K
New Harbor Financial Group, LLC 0.05% Reduce -34.4% 2,499 $224K
Checchi Capital Advisers, LLC 0.02% New 2,492 $224K
Cresset Asset Management, LLC 0.00% Reduce -62.1% 2,492 $224K
QRG Capital Management, Inc. 0.00% Reduce -16.3% 2,466 $221K
B.O.S.S. Retirement Advisors, LLC 0.05% New 2,429 $218K
ICONIQ Capital, LLC 0.00% New 2,407 $216K
Mather Group, Llc. 0.00% Add +11775.0% 2,375 $213K
Transcend Capital Advisors, LLC 0.02% New 2,328 $209K
Capital Investment Advisors, LLC 0.00% New 2,301 $207K
Synergy Financial Group, LTD 0.15% New 2,292 $206K
Brighton Jones LLC 0.01% New 2,288 $205K
Redwood Investment Management, LLC 0.02% New 2,236 $201K
MGB Wealth Management, LLC 0.07% New 2,233 $201K
Clearstead Advisors, LLC 0.00% No change 2,203 $198K
Gold Investment Management Ltd. 0.07% Add +0.4% 1,974 $177K
Physician Wealth Advisors, Inc. 0.03% No change 1,962 $176K
Brooklyn Investment Group 0.02% Add +28.8% 1,722 $155K
Smartleaf Asset Management LLC 0.01% Add +19.8% 1,722 $150K
NFSG Corp 0.02% Add +287.0% 1,672 $150K
Cromwell Holdings LLC 0.08% No change 1,489 $134K
ORG Partners LLC 0.03% Add +3.9% 1,480 $132K
Armstrong Advisory Group, Inc. 0.01% Add +384.7% 1,454 $131K
Versant Capital Management, Inc 0.02% Add +7.2% 1,228 $110K
RMG Wealth Management LLC 0.02% — 1,200 $106K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.6% 1,123 $101K
Golden State Wealth Management, LLC 0.01% No change 1,100 $99K
JFS Wealth Advisors, LLC 0.01% Add +1000.0% 1,100 $99K
Dunhill Financial, LLC 0.03% No change 1,051 $94K
Manchester Capital Management LLC 0.01% No change 1,030 $92K
Gables Capital Management Inc. 0.04% No change 1,000 $90K
Trust Co. of Vermont 0.00% New 951 $85K
Global Retirement Partners, LLC 0.00% — 915 $82K
American National Bank & Trust 0.01% New 900 $81K
Innovative Advisory Group, LLC 0.07% No change 878 $79K
Capital Analysts, LLC 0.00% Reduce -40.0% 779 $70K
Advisors Asset Management, Inc. 0.00% New 775 $70K
Whittier Trust Co. 0.00% No change 763 $69K
GAMMA Investing LLC 0.00% No change 730 $66K
Cullen/Frost Bankers, Inc. 0.00% Reduce -87.7% 727 $65K
Flagship Wealth Advisors, LLC 0.02% No change 724 $65K
HighMark Wealth Management LLC 0.03% Reduce -30.4% 715 $64K
Quintet Private Bank (Europe) S.A. 0.00% No change 700 $63K
MCF Advisors LLC 0.00% No change 690 $62K
Hoey Investments, Inc. 0.01% No change 650 $58K
Financial Management Professionals, Inc. 0.01% Reduce -2.0% 636 $57K
Lanark Financial, Inc. 0.00% No change 600 $53K
Promus Capital, LLC 0.03% No change 570 $51K
Sunbelt Securities, Inc. 0.00% No change 905 $51K
City State Bank 0.02% Add +40.0% 560 $50K
Principal Securities, Inc. 0.00% Add +98.8% 505 $45K
Plante Moran Financial Advisors, LLC 0.00% Reduce -23.2% 502 $45K
CVA Family Office, LLC 0.01% No change 500 $45K
Wealth Preservation Advisors, LLC 0.03% No change 487 $44K
Stephens Consulting, LLC 0.01% No change 481 $43K
Ulland Investment Advisors, LLC 0.03% No change 470 $42K
Gen-Wealth Partners Inc 0.02% No change 450 $40K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 450 $40K
NBT Bank, N.A. 0.00% Reduce -2.4% 405 $36K
Pacifica Partners Inc. 0.01% No change 360 $31K
Bessemer Group Inc. 0.00% Reduce -65.7% 349 $31K
IAG Wealth Partners, LLC 0.00% No change 345 $31K
Clean Yield Group 0.01% No change 319 $29K
Fifth Third Bancorp 0.00% Add +10.1% 305 $27K
Bulwark Capital Corp 0.02% — 300 $27K
Birchbrook, Inc. 0.01% No change 300 $27K
Ridgewood Investments LLC 0.01% No change 300 $27K
Global Wealth Strategies & Associates 0.01% No change 300 $27K
Duncker Streett & Co. Inc. 0.00% No change 300 $27K
Delta Asset Management LLC 0.00% New 300 $27K
Rothschild Investment LLC 0.00% No change 300 $27K
Arax Advisory Partners 0.00% Reduce -17.9% 32 $27K
Tompkins Financial Corp. 0.00% No change 247 $22K
Twin Peaks Wealth Advisors, LLC 0.01% New 227 $22K
Parkside Financial Bank & Trust 0.00% No change 226 $20K
Bogart Wealth, LLC 0.00% No change 201 $18K
Evermay Wealth Management LLC 0.00% No change 200 $18K
Whittier Trust Co. of Nevada Inc. 0.00% New 200 $18K
City Holding Co. 0.00% No change 199 $18K
Sierra Ocean, LLC 0.01% No change 184 $17K
Pacific Center for Financial Services 0.00% No change 183 $16K
Compass Planning Associates Inc 0.01% No change 180 $16K
Medallion Wealth Advisors, LLC 0.01% No change 161 $14K
Tobam 0.01% No change 114 $14K
Sound Income Strategies, LLC 0.00% No change 150 $13K
Maseco LLP 0.00% — 142 $13K
Bell Investment Advisors, Inc 0.00% No change 137 $12K
Hollencrest Capital Management 0.00% No change 136 $12K
Bank & Trust Co 0.01% No change 135 $12K
SouthState Bank Corp 0.00% Add +30.0% 130 $12K
UMB Bank, n.a. 0.00% No change 130 $12K
NewSquare Capital LLC 0.00% Add +157.1% 126 $11K
Caldwell Sutter Capital, Inc. 0.01% No change 125 $11K
Coston, McIsaac & Partners 0.00% No change 125 $11K
Legacy Investment Solutions, LLC 0.01% — 120 $11K
Legacy Wealth Managment, LLC 0.01% No change 120 $11K
Harvest Fund Management Co., Ltd 0.00% New 117 $10K
Elevation Point Wealth Partners, LLC 0.00% New 109 $10K
Mark Sheptoff Financial Planning, LLC 0.00% No change 100 $9K
Quaker Wealth Management, LLC 0.00% — 100 $9K
Hilltop National Bank 0.00% — 100 $9K
Ancora Advisors LLC 0.00% No change 100 $9K
Key Financial Inc 0.00% No change 96 $9K
Garde Capital, Inc. 0.00% No change 93 $8K
Assetmark, Inc. 0.00% New 87 $8K
SWAN Capital LLC 0.00% No change 80 $7K
Private Trust Co. NA 0.00% No change 77 $7K
Zions Bancorporation, National Association 0.00% Reduce -2.5% 77 $7K
Addison Advisors LLC 0.00% Add +21.7% 73 $7K
Leonteq Securities AG 0.00% Reduce -96.9% 71 $6K
JDM Financial Group LLC 0.00% New 60 $5K
Cornerstone Planning Group LLC 0.00% Add +44.4% 52 $5K
TCTC Holdings, LLC 0.00% No change 56 $5K
Arvest Investments, Inc. 0.00% No change 50 $4K
CENTRAL TRUST Co 0.00% No change 50 $4K
Asset Dedication, LLC 0.00% No change 49 $4K
CarsonAllaria Wealth Management, Ltd. 0.00% New 45 $4K
GHP Investment Advisors, Inc. 0.00% No change 41 $4K
Toth Financial Advisory Corp. 0.00% No change 40 $4K
Aventura Private Wealth, LLC 0.00% No change 39 $4K
Penserra Capital Management LLC 0.00% Reduce -94.8% 39 $3K
HM Payson & Co. 0.00% New 31 $3K
McIlrath & Eck, LLC 0.00% No change 25 $2K
Raffa Wealth Management, LLC 0.00% No change 21 $2K
Vermillion Wealth Management, Inc. 0.00% No change 20 $2K
Private Wealth Asset Management, LLC 0.00% No change 16 $1K
True Wealth Design, LLC 0.00% Reduce -7.7% 12 $1K
NFJ Investment Group, LLC 0.00% Reduce -99.7% 12 $1K
TD Private Client Wealth LLC 0.00% No change 7 $629
First Horizon Advisors, Inc. 0.00% New 6 $538

"% of holder's portfolio" is WPM's weight in each manager's 13F, not the share of Wheaton Precious Metals Corp. the manager owns.