Wheaton Precious MetalsWPM

13F holders, Q3 2025 (September 30)
751holders +63
108new positions
42sold out
8famous investors
$111.97avg. 13F price*

At the end of Q3 2025, 751 institutions reported holding Wheaton Precious Metals Corp. (WPM) in their 13F filings, up 63 from Q2 2025. 108 opened new positions and 42 sold out. The largest holders were Capital World Investors ($4.2B), Vanguard Group Inc. ($2.1B) and First Eagle Investment Management, LLC ($1.9B). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions108$176.2M
Exits42$223.4M

All 13F filers, Q2 2025 → Q3 2025: 19,923,321 shares bought and 18,452,388 shares sold, net +1,470,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 751 holders

Capital World Investors 0.58% Reduce -2.9% 37,669,625 $4.2B
Vanguard Group Inc. 0.03% Add +1.3% 18,789,090 $2.1B
First Eagle Investment Management, LLC 3.50% Reduce -5.2% 17,158,963 $1.9B
FMR LLC 0.10% Add +3.1% 17,034,701 $1.9B
Van Eck Associates Corp. 1.37% Reduce -25.7% 13,067,785 $1.5B
Royal Bank of Canada 0.20% Add +1.5% 10,162,384 $1.1B
FIL Ltd 0.87% Reduce -18.3% 9,932,403 $1.1B
Capital International Investors 0.14% Reduce -0.6% 7,502,126 $839.0M
TD Asset Management Inc 0.66% Add +3.5% 7,252,054 $811.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.26% Add +36.2% 6,955,810 $777.9M
Massachusetts Financial Services Co. 0.24% Reduce -2.0% 6,796,854 $760.2M
Bank of Montreal 0.31% Add +26.1% 6,455,675 $722.3M
Goldman Sachs Group Inc. 0.08% Add +56.3% 5,135,299 $574.3M
Bank of America Corp. 0.04% Add +0.4% 4,500,770 $503.4M
Geode Capital Management, LLC 0.03% Add +15.3% 4,213,259 $482.4M
Arrowstreet Capital, Limited Partnership 0.30% Add +53.0% 4,197,048 $469.5M
Manufacturers Life Insurance Company, The 0.37% Add +23.3% 3,984,041 $445.9M
National Bank of Canada 0.49% Reduce -3.4% 3,864,380 $431.0M
Mackenzie Financial Corp. 0.49% Add +2.2% 3,648,753 $408.2M
Cibc World Market Inc. 0.77% Add +0.6% 3,332,375 $372.8M
Legal & General Group Plc 0.08% Add +6.4% 3,202,980 $358.5M
JPMorgan Chase & Co. 0.02% Add +3.1% 3,185,567 $356.3M
Deutsche Bank AG 0.11% Add +11.5% 2,930,606 $327.8M
CIBC Asset Management Inc 0.92% Reduce -10.9% 2,837,098 $319.5M
Horizon Kinetics Asset Management LLC 3.81% Reduce -6.5% 2,792,112 $312.3M
Morgan Stanley 0.02% Add +8.5% 2,681,101 $299.9M
Neuberger Berman Group LLC 0.20% Reduce -20.7% 2,482,383 $277.5M
Amundi 0.08% Reduce -13.4% 2,266,699 $248.9M
Canada Pension Plan Investment Board 0.17% Add +5.9% 2,220,735 $248.5M
BlackRock, Inc. 0.00% Add +3.7% 2,198,704 $245.9M
Invesco Ltd. 0.04% Add +1.2% 2,110,427 $236.0M
Connor, Clark & Lunn Investment Management Ltd. 0.60% Reduce -34.0% 1,712,476 $191.6M
DekaBank Deutsche Girozentrale 0.30% No change 1,628,243 $178.3M
Federation des caisses Desjardins du Quebec 0.68% Reduce -9.1% 1,556,023 $172.9M
King Luther Capital Management Corp. 0.70% Reduce -0.5% 1,517,782 $169.7M
Capital Research Global Investors 0.03% Add +158.1% 1,458,898 $163.2M
UBS Group AG 0.03% Add +24.2% 1,430,299 $160.0M
Bank of Nova Scotia 0.28% Add +7.5% 1,423,448 $159.3M
Swiss National Bank 0.08% Reduce -5.3% 1,305,800 $146.2M
Toronto Dominion Bank 0.28% Add +66.6% 1,281,873 $143.4M
Qube Research & Technologies Ltd 0.20% Add +1655.4% 1,245,766 $139.3M
Tidal Investments LLC 0.58% Add +39.8% 1,229,212 $137.5M
Barclays PLC 0.05% Add +12.4% 1,162,744 $130.0M
Sprott Inc. 4.84% Add +3.0% 1,151,886 $128.9M
Millennium Management 0.10% Add +443.5% 1,107,551 $123.9M
Orbis Allan Gray Ltd 0.49% No change 1,023,924 $114.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.4% 1,019,424 $114.1M
Man Group plc 0.21% Add +53.5% 977,575 $109.3M
Canoe Financial LP 1.55% Reduce -0.8% 972,532 $108.8M
CANADA LIFE ASSURANCE Co 0.15% Add +4.4% 944,177 $104.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.58% Reduce -17.9% 910,064 $101.8M
Dixon Mitchell Investment Counsel Inc. 3.34% Add +0.9% 838,870 $93.8M
TD Waterhouse Canada Inc. 0.59% Add +9.4% 809,093 $89.9M
Jupiter Asset Management Ltd. 0.76% Add +18.0% 789,913 $88.3M
Mufg Securities (canada), LTD. 2.35% Reduce -2.4% 751,177 $84.1M
Dudley & Shanley, Inc. 12.52% Reduce -8.9% 695,665 $77.8M
Caisse de depot et placement du Quebec 0.14% Reduce -19.0% 687,782 $77.0M
Jane Street Group, LLC 0.09% Add +201.6% 678,413 $75.9M
Scotia Capital Inc. 0.32% Add +7.7% 680,487 $75.6M
Addenda Capital Inc. 2.18% Add +63.3% 472,290 $73.6M
American Century Companies Inc. 0.04% Reduce -2.7% 646,177 $72.3M
Citigroup Inc. 0.05% Reduce -2.8% 642,354 $71.9M
Gabelli Funds LLC 0.48% Reduce -6.3% 628,800 $70.3M
Bowen Hanes & Co. Inc. 1.73% Reduce -0.1% 617,840 $69.1M
Dimensional Fund Advisors LP 0.01% Add +11.6% 529,144 $59.2M
Tocqueville Asset Management L.P. 0.83% Reduce -0.4% 511,464 $57.2M
Aviva PLC 0.10% Reduce -1.6% 507,234 $56.7M
Federated Hermes, Inc. 0.10% Reduce -25.1% 492,015 $55.0M
Nuveen, LLC 0.01% Add +0.7% 479,337 $53.7M
HSBC Holdings PLC 0.03% Add +32.9% 475,417 $53.2M
Bank of New York Mellon Corp 0.01% Add +5.1% 470,027 $52.6M
Ameriprise Financial Inc. 0.01% Add +12.9% 464,045 $52.5M
Two Sigma Investments, LP 0.08% Reduce -42.7% 462,921 $51.8M
Picton Mahoney Asset Management 0.66% Reduce -3.8% 461,195 $51.6M
Douglas Lane & Associates, LLC 0.71% Reduce -6.9% 457,435 $51.2M
Barings LLC 0.98% Add +1.8% 446,693 $50.0M
Northern Trust Corp. 0.01% Add +10.6% 444,569 $49.7M
Allianz Asset Management GmbH 0.06% Reduce -13.5% 425,258 $47.6M
Royal London Asset Management Ltd. 0.10% Add +1298.1% 417,208 $46.7M
Moerus Capital Management LLC 18.11% Reduce -18.4% 398,347 $44.6M
AXA Investment Managers S.A. 0.12% — 392,749 $43.9M
BLI - Banque de Luxembourg Investments 1.26% Reduce -11.5% 385,000 $43.1M
Raymond James Financial Inc. 0.01% Add +2.4% 380,126 $42.5M
Hillsdale Investment Management Inc. 1.27% Reduce -5.7% 374,759 $41.9M
Russell Investments Group, Ltd. 0.05% Add +19.3% 365,208 $40.7M
Generali Asset Management SPA SGR 0.84% Reduce -27.6% 326,668 $39.4M
Fiera Capital Corp 0.13% Reduce -3.0% 351,462 $39.3M
Stack Financial Management, Inc 3.25% Reduce -0.7% 350,292 $39.2M
Perpetual Ltd 0.49% Reduce -39.7% 350,041 $39.1M
Macquarie Group Ltd. 0.04% Add +69.0% 361,674 $37.8M
Guardian Capital LP 1.21% Reduce -14.2% 335,706 $37.6M
Summit Financial, LLC 0.55% Add +11.1% 322,953 $36.1M
Public Employees Retirement System of Ohio 0.11% Reduce -7.4% 310,846 $34.8M
Renaissance Technologies 0.05% Reduce -55.4% 308,767 $34.5M
Allspring Global Investments Holdings, LLC 0.05% Reduce -0.1% 302,050 $33.8M
Credit Agricole S A 0.11% — 298,940 $33.4M
T. Rowe Price Associates Inc. 0.00% Reduce -17.9% 297,261 $33.2M
Korea Investment CORP 0.07% Reduce -0.5% 289,605 $32.4M
Euro Pacific Asset Management, LLC 3.81% Reduce -2.7% 285,701 $31.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +21.3% 279,009 $31.2M
Schwartz Investment Counsel Inc. 1.02% No change 273,000 $30.5M
Keybank National Association 0.10% Reduce -10.3% 265,017 $29.6M
State of Tennessee, Department of Treasury 0.10% Reduce -1.5% 259,343 $29.0M
Capital International, Inc. 0.23% Add +29.3% 258,877 $29.0M
Pictet Asset Management Holding SA 0.03% Add +0.0% 254,489 $28.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -1.5% 250,080 $28.0M
Voya Investment Management LLC 0.03% Add +7.3% 246,827 $27.6M
Two Sigma Advisers, LP 0.05% Reduce -42.2% 243,204 $27.2M
1832 Asset Management L.P. 0.05% Add +4.0% 242,714 $27.1M
Montrusco Bolton Investments Inc. 0.30% Add +107.0% 233,795 $26.2M
HRT Financial LP 0.09% New 229,343 $25.6M
LPL Financial LLC 0.01% Add +8.9% 228,841 $25.6M
Skandinaviska Enskilda Banken AB (publ) 0.10% Add +231.0% 221,817 $24.8M
Wells Fargo & Company 0.00% Add +10.1% 211,080 $23.6M
Varma Mutual Pension Insurance Co 0.15% Add +8.5% 207,358 $23.2M
HighTower Advisors, LLC 0.03% Reduce -6.7% 199,765 $22.3M
Intellus Advisors LLC 2.95% Reduce -2.3% 193,175 $21.6M
Exchange Traded Concepts, LLC 0.20% Add +62.2% 185,927 $20.8M
PKO Investment Management Joint-Stock Co 1.74% Reduce -0.3% 182,191 $20.4M
Stifel Financial Corp. 0.02% Add +76.2% 173,606 $19.4M
Mn Services Vermogensbeheer B.V. 0.12% Add +1.2% 171,530 $19.2M
Franklin Resources Inc. 0.00% Reduce -6.4% 161,860 $18.1M
EagleClaw Capital Managment, LLC 2.45% Reduce -3.5% 156,767 $17.5M
Hamilton Capital Partners Inc. 0.71% Reduce -1.4% 154,205 $17.2M
GW Henssler & Associates Ltd. 0.86% New 153,026 $17.1M
U S Global Investors Inc. 1.88% Add +3.3% 148,489 $16.6M
Groupe la Francaise 0.23% New 148,685 $16.5M
Cohen & Steers, Inc. 0.03% Add +0.8% 144,198 $16.1M
Alps Advisors Inc. 0.09% Add +99.6% 139,043 $15.6M
Citadel Advisors 0.01% Reduce -28.3% 133,925 $15.0M
Janus Henderson Group PLC 0.01% Add +77.0% 131,746 $14.7M
Guggenheim Capital LLC 0.10% Add +11.7% 121,701 $13.6M
Hendley & Co. Inc. 4.36% Add +29.6% 117,667 $13.2M
Barometer Capital Management Inc. 3.00% Add +25.1% 84,150 $13.1M
Agf Management Ltd. 0.06% Add +3.0% 114,872 $12.9M
Louisbourg Investments Inc. 2.76% Reduce -2.3% 113,228 $12.7M
Wellington Management Group LLP 0.00% Add +7.0% 112,069 $12.5M
Weiss Asset Management LP 0.22% New 111,957 $12.5M
D. E. Shaw & Co. 0.01% Add +102.8% 111,178 $12.4M
LGT Group Foundation 0.14% Add +21.8% 109,718 $12.3M
Blair William & Co. 0.03% Reduce -0.1% 108,592 $12.1M
Intech Investment Management LLC 0.11% Reduce -20.6% 108,383 $12.1M
Marshall Wace, LLP 0.01% Add +3427.2% 108,286 $12.1M
Andra AP-fonden 0.15% Add +64.5% 74,700 $11.6M
Teacher Retirement System of Texas 0.05% No change 103,300 $11.6M
Campbell & CO Investment Adviser LLC 0.86% New 101,528 $11.4M
Forsta Ap-Fonden 0.07% Add +0.6% 100,900 $11.3M
Edmond DE Rothschild Holding S.A. 0.17% Add +15.3% 100,775 $11.3M
Mad River Investors 4.69% Reduce -15.5% 97,927 $11.0M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -1.0% 97,284 $10.9M
USS Investment Management Ltd 0.05% No change 93,819 $10.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +8.4% 93,533 $10.5M
Beddow Capital Management Inc. 3.97% Reduce -2.5% 93,243 $10.4M
Capital Wealth Planning, LLC 0.07% Add +31.6% 91,974 $10.3M
Evelyn Partners Investment Management Services Ltd 1.38% Add +1.4% 91,636 $10.3M
Cetera Investment Advisers 0.01% Add +12.2% 90,836 $10.2M
Osaic Holdings, Inc. 0.01% Add +0.5% 93,007 $9.6M
Aviso Financial Inc. 0.38% Reduce -0.0% 83,298 $9.3M
Arrow Capital Pty Ltd 4.98% New 55,000 $9.3M
Beacon Pointe Advisors, LLC 0.08% Reduce -2.6% 83,002 $9.3M
Prospera Financial Services Inc 0.15% Add +9.2% 80,486 $9.0M
Commonwealth Equity Services, LLC 0.01% Reduce -4.0% 78,189 $8.7M
Public Sector Pension Investment Board 0.03% Add +77.8% 77,920 $8.7M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +17.2% 76,400 $8.5M
Northwest & Ethical Investments L.P. 0.20% Add +1.4% 75,169 $8.4M
Envestnet Asset Management Inc. 0.00% Add +3.5% 74,529 $8.3M
Metis Global Partners, LLC 0.20% Add +6.8% 74,240 $8.3M
Mediolanum International Funds Ltd 0.08% Add +35.6% 72,970 $8.1M
Susquehanna International Group, LLP 0.01% New 71,244 $8.0M
Baird Financial Group, Inc. 0.01% Reduce -65.2% 70,965 $7.9M
Aquatic Capital Management LLC 0.15% Add +1257.8% 70,929 $7.9M
Capital Fund Management S.A. 0.08% Reduce -7.1% 69,557 $7.8M
GAMCO Investors 0.08% Reduce -6.6% 69,347 $7.8M
J. Safra Sarasin Holding AG 0.12% Add +38.5% 68,485 $7.7M
Swiss Life Asset Management Ltd 0.04% Add +10.3% 67,875 $7.6M
SeaBridge Investment Advisors LLC 1.22% Add +4.5% 67,112 $7.5M
Plato Investment Management Ltd 0.50% Add +0.7% 66,806 $7.4M
Erste Asset Management GmbH 0.07% Reduce -3.0% 65,750 $7.3M
Creative Planning 0.01% Add +11.7% 65,570 $7.3M
Evelyn Partners Investment Management LLP 0.20% Add +17.4% 64,294 $7.2M
Leavell Investment Management, Inc. 0.29% Reduce -3.5% 61,204 $6.8M
DJE Kapital AG 0.16% No change 77,390 $6.8M
Cannell & Spears LLC 0.13% Reduce -0.3% 60,189 $6.7M
Shikiar Asset Management Inc. 1.82% New 58,775 $6.6M
Oppenheimer & Co. Inc. 0.08% Reduce -0.4% 58,229 $6.5M
Rockefeller Capital Management L.P. 0.01% Reduce -9.6% 57,799 $6.5M
Capital International Sarl 0.11% Reduce -1.7% 57,339 $6.4M
Klein Pavlis & Peasley Financial, Inc. 3.93% Reduce -8.1% 57,203 $6.4M
Natixis 0.03% Add +18.6% 57,027 $6.4M
Oxbow Advisors, LLC 0.60% Reduce -0.8% 56,722 $6.3M
Beck Bode, LLC 1.02% Reduce -1.4% 56,501 $6.3M
Financial Sense Advisors, Inc. 1.29% Reduce -30.0% 56,280 $6.3M
Avanza Fonder AB 0.16% Add +12.7% 40,405 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.8% 58,024 $6.3M
Profund Advisors LLC 0.20% Add +47.0% 56,002 $6.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +3.0% 54,844 $6.1M
U.S. Capital Wealth Advisors, LLC 0.16% Reduce -5.0% 54,357 $6.1M
Natixis Advisors, LLC 0.01% Add +1.8% 53,723 $6.0M
Kestra Advisory Services, LLC 0.03% Reduce -6.0% 53,183 $5.9M
Gilder Gagnon Howe & Co. LLC 0.06% Reduce -0.6% 52,808 $5.9M
Turning Point Benefit Group, Inc. 3.53% Reduce -3.0% 52,518 $5.9M
Ossiam 0.07% Add +0.3% 52,000 $5.8M
Parsons Capital Management Inc. 0.33% Reduce -3.1% 51,864 $5.8M
Utah Retirement Systems 0.06% Add +0.6% 50,904 $5.7M
Bradley Foster & Sargent Inc. 0.08% Add +0.3% 50,492 $5.6M
Alliancebernstein L.P. 0.00% Add +19.7% 50,490 $5.6M
NewEdge Wealth, LLC 0.08% Reduce -3.1% 58,283 $5.6M
Bard Associates Inc. 1.47% Reduce -15.2% 49,291 $5.5M
Maryland State Retirement & Pension System 0.11% Add +11.6% 47,720 $5.3M
Artemis Investment Management LLP 0.07% Reduce -24.2% 47,425 $5.3M
Janney Montgomery Scott LLC 0.01% Add +1.9% 47,419 $5.3M
Captrust Financial Advisors 0.01% Reduce -4.5% 46,644 $5.2M
Sonora Investment Management Group, LLC 0.36% Reduce -1.7% 45,704 $5.1M
Lazard Asset Management LLC 0.01% New 45,332 $5.1M
Integrated Wealth Concepts LLC 0.05% Reduce -2.7% 45,118 $5.0M
Principal Financial Group Inc. 0.00% Add +226.2% 45,043 $5.0M
Trek Financial, LLC 0.29% Reduce -10.2% 44,080 $4.9M
Vontobel Holding Ltd. 0.02% Add +1.9% 44,038 $4.9M
Employees Retirement System of Texas 0.04% New 42,318 $4.7M
Pring Turner Capital Group Inc. 2.87% Reduce -5.3% 42,017 $4.7M
Groupama Asset Managment 0.07% New 30,047 $4.7M
NewEdge Advisors, LLC 0.02% Add +277.0% 41,827 $4.7M
Equitable Trust Co. 0.21% Reduce 0.0% 41,475 $4.6M
Plancorp, LLC 0.14% Reduce -0.4% 40,569 $4.5M
Te Ahumairangi Investment Management Ltd 0.76% Reduce -13.4% 40,179 $4.5M
Mariner, LLC 0.01% Add +2.7% 40,100 $4.5M
Bristlecone Advisors, LLC 0.37% Reduce -5.2% 39,586 $4.4M
Capstone Wealth Management Group LLC 2.80% Reduce -0.1% 39,223 $4.4M
Robinson Value Management, Ltd. 2.54% Reduce -4.5% 39,145 $4.4M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +4.7% 39,003 $4.4M
Alberta Investment Management Corp 0.04% Reduce -87.9% 39,000 $4.4M
Oddo BHF Asset Management Sas 0.17% Reduce -49.3% 28,000 $4.4M
Advisory Services Network, LLC 0.06% Add +26.4% 38,986 $4.4M
Private Advisor Group, LLC 0.02% Reduce -4.8% 38,832 $4.3M
Medici Capital LLC 3.00% No change 36,000 $4.0M
BNP Paribas Financial Markets 0.00% Reduce -74.3% 35,667 $4.0M
DAVENPORT & Co LLC 0.02% Reduce -10.8% 35,634 $4.0M
OMERS ADMINISTRATION Corp 0.03% New 35,100 $3.9M
Bryn Mawr Trust Advisors, LLC 0.19% No change 35,075 $3.9M
GeoSphere Capital Management, LLC 2.99% No change 35,000 $3.9M
Lombard Odier Asset Management (Switzerland) SA 0.18% Reduce -21.6% 34,744 $3.9M
Quantinno Capital Management LP 0.01% Add +50.7% 34,452 $3.9M
Skerryvore Asset Management Ltd 2.69% Reduce -21.1% 35,100 $3.9M
Inlet Private Wealth, LLC 0.86% No change 33,970 $3.8M
PEAK6 LLC 0.10% New 33,944 $3.8M
PNC Financial Services Group, Inc. 0.00% Reduce -2.3% 33,486 $3.7M
ASR Vermogensbeheer N.V. 0.05% Add +46.3% 33,395 $3.7M
Pinnbrook Capital Management LP 0.69% New 33,336 $3.7M
AQR Capital Management 0.00% Add +31.6% 33,202 $3.7M
Creekmur Asset Management LLC 0.60% Reduce -21.7% 32,527 $3.6M
First Trust Advisors LP 0.00% Reduce -68.5% 31,967 $3.6M
CIBC Private Wealth Group LLC 0.01% Add +15.9% 31,944 $3.6M
Vestcor Inc 0.11% Reduce -7.3% 31,900 $3.6M
Engineers Gate Manager LP 0.04% Add +426.8% 31,826 $3.6M
Essex Financial Services, Inc. 0.21% Reduce -1.0% 31,808 $3.6M
Gulf International Bank (UK) Ltd 0.12% Reduce -1.6% 22,681 $3.5M
Voloridge Investment Management, LLC 0.01% Reduce -90.2% 30,302 $3.4M
Brevan Howard Capital Management LP 0.05% New 30,020 $3.4M
Wilmington Savings Fund Society, FSB 0.08% No change 30,000 $3.4M
Silvercrest Asset Management Group LLC 0.02% No change 30,000 $3.4M
IMC-Chicago, LLC 0.06% New 29,880 $3.3M
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 8.24% Add +51.3% 29,810 $3.3M
Crossmark Global Holdings, Inc. 0.05% Reduce -0.3% 29,018 $3.2M
Triasima Portfolio Management inc. 0.48% Reduce -6.5% 28,605 $3.2M
PCJ Investment Counsel Ltd. 0.88% Reduce -0.1% 28,400 $3.2M
KOM Wealth Management Group, LLC 2.39% Reduce -2.4% 28,302 $3.2M
Moors & Cabot, Inc. 0.14% Reduce -4.2% 28,196 $3.2M
Trust Co. of Toledo NA 0.31% No change 27,425 $3.1M
Jeppson Wealth Management, LLC 0.98% Reduce -0.6% 27,391 $3.1M
Vident Advisory, LLC 0.03% Add +46.4% 27,186 $3.0M
Vanguard Personalized Indexing Management, LLC 0.03% Add +4.6% 27,019 $3.0M
TCFG Wealth Management, LLC 1.15% Reduce -0.3% 26,166 $2.9M
Moran Wealth Management, LLC 0.09% Reduce -1.8% 25,874 $2.9M
CWA Asset Management Group, LLC 0.11% Add +7.8% 25,441 $2.8M
Cerity Partners LLC 0.00% Add +11.5% 24,948 $2.8M
Fielder Capital Group LLC 0.63% No change 24,701 $2.8M
Worldquant Millennium Advisors LLC 0.01% Add +480.1% 24,480 $2.7M
Bank of Nova Scotia Trust Co. 0.25% Add +56.9% 24,428 $2.7M
Ninepoint Partners LP 0.38% No change 24,391 $2.7M
Jones Financial Companies LLLP 0.00% Add +26.0% 24,808 $2.7M
Focus Partners Advisor Solutions, LLC 0.03% Add +19.1% 25,461 $2.7M
Sapient Capital LLC 0.04% No change 24,420 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +4.0% 23,978 $2.7M
Pathstone Holdings, LLC 0.01% Reduce -2.0% 23,506 $2.6M
Arkadios Wealth Advisors 0.06% Add +0.3% 22,949 $2.6M
Quantessence Capital LLC 0.80% New 22,742 $2.5M
PFG Investments, LLC 0.13% Add +0.3% 22,457 $2.5M
Quadrant Capital Group LLC 0.08% Add +0.1% 22,274 $2.5M
Westerkirk Capital Inc. 0.28% Reduce -11.9% 22,150 $2.5M
Atlas Wealth Partners, LLC 2.51% Reduce -0.2% 21,996 $2.5M
DF Dent & Co. Inc. 0.03% Reduce -8.6% 21,750 $2.4M
Ensign Peak Advisors, Inc 0.00% Reduce -30.7% 21,409 $2.4M
Daiwa Securities Group Inc. 0.01% Add +130.4% 21,200 $2.4M
Assenagon Asset Management S.A. 0.00% Reduce -0.6% 21,036 $2.4M
O'shaughnessy Asset Management, LLC 0.01% Reduce -74.2% 21,011 $2.3M
Johnson Investment Counsel Inc. 0.02% No change 20,390 $2.3M
Centiva Capital, LP 0.21% New 19,866 $2.2M
Equitable Holdings, Inc. 0.02% Add +55.0% 18,960 $2.1M
Greenline Partners, LLC 0.26% Add +1.1% 18,957 $2.1M
IHT Wealth Management, LLC 0.05% Reduce -0.0% 18,716 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +92.1% 18,657 $2.1M
Mgo One Seven LLC 0.05% Reduce -3.3% 18,454 $2.1M
Cobblestone Capital Advisors LLC 0.10% Add +1.2% 18,174 $2.0M
Lombard Odier Asset Management (USA) Corp 0.54% Reduce -37.7% 18,063 $2.0M
Intact Investment Management Inc. 0.06% Reduce -79.4% 17,600 $2.0M
Tower Research Capital LLC (TRC) 0.05% Add +201.1% 17,457 $2.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.15% No change 17,048 $1.9M
Value Partners Investments Inc. 0.15% Add +3.2% 16,957 $1.9M
Stratos Wealth Partners, LTD. 0.02% Reduce -5.8% 16,930 $1.9M
Argent Trust Co 0.07% No change 16,879 $1.9M
Investment Management Corp of Ontario 0.03% Reduce -39.1% 16,798 $1.9M
Prudential Financial Inc. 0.00% Add +297.8% 16,671 $1.9M
Aaron Wealth Advisors LLC 0.11% Add +1.0% 16,678 $1.9M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.44% Add +17.0% 16,651 $1.9M
LBP Am SA 0.02% Reduce -9.7% 16,370 $1.8M
Jump Financial, LLC 0.02% New 16,094 $1.8M
Corient Private Wealth LP 0.00% Add +3.7% 16,085 $1.8M
Sei Investments Co. 0.00% Reduce -12.8% 16,044 $1.8M
Howland Capital Management LLC 0.07% No change 16,000 $1.8M
Boston Partners 0.00% Reduce -0.4% 15,993 $1.8M
Harbour Capital Advisors, LLC 0.36% Reduce -5.6% 16,180 $1.8M
Altfest L J & Co. Inc. 0.19% Add +55.0% 15,340 $1.7M
Dakota Wealth Management 0.03% Add +3.2% 15,301 $1.7M
Manatuck Hill Partners, LLC 0.57% No change 15,000 $1.7M
Two Sigma Securities, LLC 0.25% Add +175.3% 14,934 $1.7M
Comprehensive Money Management Services LLC 1.18% Reduce -11.2% 14,889 $1.7M
M&T Bank Corp 0.01% Add +0.7% 14,770 $1.7M
Balyasny Asset Management L.P. 0.00% New 14,689 $1.6M
Pacific Asset Management, LLC 1.09% Reduce -1.9% 14,407 $1.6M
Riggs Asset Managment Co. Inc. 0.34% Add +13.4% 14,140 $1.6M
Beirne Wealth Consulting Services, LLC 0.38% Add +0.0% 14,018 $1.6M
Williamson Legacy Group, LLC 1.21% Add +5.8% 14,007 $1.6M
Childress Capital Advisors, LLC 0.29% New 14,000 $1.6M
Fiduciary Trust Co 0.02% Reduce -0.1% 13,992 $1.6M
GoalVest Advisory LLC 0.33% No change 13,950 $1.6M
Ion Asset Management Ltd. 0.19% No change 13,695 $1.5M
Cadinha & Co. LLC 0.21% Reduce -0.4% 13,650 $1.5M
Rathbones Group PLC 0.01% Reduce -2.5% 13,615 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Add +34.3% 13,539 $1.5M
Sargent Investment Group, LLC 0.21% Reduce -13.7% 13,118 $1.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +72.2% 13,117 $1.5M
Apollon Wealth Management, LLC 0.03% Reduce -0.1% 13,113 $1.5M
Composition Wealth, LLC 0.02% Add +0.9% 12,872 $1.4M
Vise Technologies, Inc. 0.05% Add +6.3% 12,871 $1.4M
Focus Partners Wealth 0.00% Add +7.1% 12,794 $1.4M
Mitsubishi UFJ Trust & Banking Corp 0.00% New 12,600 $1.4M
Signaturefd, LLC 0.02% Add +6.0% 12,541 $1.4M
Knoll Capital Management, LLC 0.75% No change 12,500 $1.4M
Boothbay Fund Management, LLC 0.04% New 12,228 $1.4M
Fig Financial Advisory Services Inc. 0.86% Reduce -4.5% 12,217 $1.4M
Verus Capital Partners, LLC 0.11% Reduce -16.5% 12,155 $1.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% No change 11,888 $1.3M
Parvin Asset Management, LLC 1.17% Add +1.5% 11,850 $1.3M
J.W. Cole Advisors, Inc. 0.03% Add +3.9% 11,835 $1.3M
Petra Financial Advisors Inc. 0.77% Reduce -5.4% 11,819 $1.3M
Winmill & Co. Inc. 0.32% Reduce -90.9% 11,700 $1.3M
Catalyst Funds Management Pty Ltd 0.20% Add +33.0% 11,700 $1.3M
Koshinski Asset Management, Inc. 0.09% Reduce -7.8% 11,576 $1.3M
Pecaut & Co. 0.42% No change 11,550 $1.3M
Brookstone Capital Management 0.02% Add +52.3% 11,411 $1.3M
Geneos Wealth Management Inc. 0.03% Reduce -0.1% 11,404 $1.3M
Finward Bancorp 0.97% No change 11,400 $1.3M
Synergy Asset Management, LLC 0.05% Add +197.7% 12,962 $1.3M
Blue Trust, Inc. 0.01% Add +30.4% 11,140 $1.2M
US Bancorp \de 0.00% Add +7.5% 11,138 $1.2M
Flagship Harbor Advisors, LLC 0.05% Reduce -1.0% 11,066 $1.2M
Pekin Hardy Strauss, Inc. 0.12% Reduce -1.4% 10,869 $1.2M
StoneX Group Inc. 0.05% Reduce -17.2% 10,845 $1.2M
Kestra Private Wealth Services, LLC 0.02% Add +194.2% 10,764 $1.2M
UniSuper Management Pty Ltd 0.01% No change 7,700 $1.2M
Wolverine Trading, LLC 0.02% New 10,850 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +35.9% 10,616 $1.2M
Choreo, LLC 0.02% Reduce -10.2% 10,553 $1.2M
Investment Partners Asset Management, Inc. 0.78% Reduce -1.5% 10,543 $1.2M
Savant Capital, LLC 0.01% Add +4.0% 10,351 $1.2M
Integrated Quantitative Investments LLC 0.33% No change 10,297 $1.2M
Harbour Investments, Inc. 0.03% Add +0.3% 10,175 $1.1M
Rossby Financial, LCC 0.38% Add +6.5% 10,205 $1.1M
NCM Capital Management, LLC 0.44% No change 10,129 $1.1M
Greenwich Wealth Management LLC 0.06% New 10,000 $1.1M
Stephens Inc. 0.01% Add +11.4% 9,988 $1.1M
Compound Planning, Inc. 0.04% Add +6.8% 9,931 $1.1M
Evergreen Capital Management LLC 0.03% Add +4.9% 9,887 $1.1M
XML Financial, LLC 0.09% Add +20.1% 9,886 $1.1M
MAI Capital Management 0.01% Add +9.0% 9,803 $1.1M
Guardian Partners Inc. 0.09% Add +28.2% 9,800 $1.1M
D.A. Davidson & Co. 0.01% Add +23.1% 9,711 $1.1M
Performance Wealth Partners, LLC 0.03% New 9,660 $1.1M
Kingswood Wealth Advisors, LLC 0.07% Reduce -3.1% 9,615 $1.1M
Spire Wealth Management 0.04% Add +8.6% 9,285 $1.0M
Benjamin Edwards Inc. 0.01% Add +73.5% 9,047 $1.0M
Uncommon Cents Investing LLC 0.25% Add +1.5% 8,940 $1000K
Ethic Inc. 0.02% Add +91.7% 8,929 $999K
Harvest Portfolios Group Inc. 0.02% Add +10.1% 8,904 $996K
Truist Financial Corp. 0.00% Add +0.5% 8,874 $992K
C WorldWide Group Holding A/S 0.01% Reduce -59.1% 8,717 $975K
Schroder Investment Management Group 0.00% Add +38.7% 8,799 $972K
Wahed Invest LLC 0.13% Reduce -13.2% 8,679 $971K
Confluence Investment Management LLC 0.01% Reduce -28.1% 8,657 $968K
Carnegie Investment Counsel 0.02% No change 8,642 $967K
Astoria Portfolio Advisors LLC. 0.25% Add +0.8% 8,932 $958K
Ieq Capital, LLC 0.00% Add +19.5% 8,407 $940K
Fortress Private Ledger, LLC 0.34% Add +24.4% 8,365 $936K
Principle Wealth Partners LLC 0.05% No change 8,346 $933K
Proficio Capital Partners LLC 0.06% Reduce -3.6% 8,300 $928K
Cigna Investments Inc. 0.13% No change 8,235 $922K
Shell Asset Management Co. 0.09% Reduce -1.2% 8,181 $916K
Independent Financial Group, LLC 0.02% Reduce -43.5% 8,188 $916K
Walleye Trading LLC 0.01% New 8,119 $908K
Arizona State Retirement System 0.00% New 8,050 $900K
MML Investors Services, LLC 0.00% Add +0.3% 8,014 $896K
Orion Porfolio Solutions, LLC 0.01% Add +41.1% 7,937 $888K
111 Capital 0.16% Reduce -26.7% 7,736 $865K
AlTi Global, Inc. 0.02% New 7,710 $862K
KCM Investment Advisors LLC 0.03% Add +34.3% 7,705 $862K
Ironwood Investment Management LLC 0.38% Reduce -0.3% 7,698 $861K
Cypress Wealth Services, LLC 0.14% Reduce -17.2% 7,693 $860K
Transatlantique Private Wealth LLC 0.28% Reduce -2.4% 7,613 $851K
Ewing Morris & Co. Investment Partners Ltd. 0.36% Reduce -37.2% 7,600 $851K
Huntington National Bank 0.01% No change 7,388 $826K
Tacita Capital Inc 0.50% Add +2.4% 7,346 $823K
Meridian Wealth Management, LLC 0.03% Add +31.5% 7,355 $823K
Veracity Capital LLC 0.26% Add +2.1% 7,318 $818K
Ballentine Partners, LLC 0.01% Add +11.7% 7,301 $817K
Arete Wealth Advisors, LLC 0.05% No change 7,017 $785K
Acadian Asset Management LLC 0.00% New 7,030 $784K
OneAscent Financial Services LLC 0.05% Reduce -0.3% 6,987 $781K
Candriam S.C.A. 0.00% Add +14.0% 6,936 $776K
Lido Advisors, LLC 0.00% Reduce -3.1% 6,870 $768K
Dynamic Advisor Solutions LLC 0.02% Reduce -1.1% 6,774 $758K
Verition Fund Management LLC 0.00% Add +17.2% 6,656 $744K
Allworth Financial LP 0.00% Add +7.8% 6,624 $741K
Silverlake Wealth Management LLC 0.18% No change 6,561 $734K
Meixler Investment Management, Ltd. 0.45% Reduce -9.9% 6,552 $733K
Hilltop Holdings Inc. 0.04% Add +4.4% 6,458 $722K
SBI Securities Co., Ltd. 0.02% Add +50.2% 6,400 $716K
Creative Financial Designs Inc. 0.05% Add +15.7% 6,376 $713K
Pembroke Management, LTD 0.07% Reduce -15.2% 6,324 $707K
Essex Investment Management Co. LLC 0.11% No change 6,302 $705K
Chilton Capital Management LLC 0.02% No change 6,300 $705K
Insigneo Advisory Services, LLC 0.05% Add +0.8% 6,265 $701K
Squarepoint Ops LLC 0.00% Reduce -90.2% 6,203 $694K
Brown Brothers Harriman & Co. 0.00% No change 6,182 $691K
Independent Advisor Alliance 0.02% Add +64.6% 6,144 $687K
Commerce Bank 0.00% Add +8.6% 6,127 $685K
AlphaCore Capital LLC 0.02% Add +30.9% 6,111 $683K
AE Wealth Management LLC 0.00% Add +2.1% 6,091 $681K
Perigon Wealth Management, LLC 0.01% Add +16.4% 6,048 $676K
TBH Global Asset Management, LLC 0.13% No change 5,931 $663K
Gotham Asset Management 0.00% Reduce -86.2% 5,908 $661K
Mercer Global Advisors Inc. 0.00% Reduce -72.0% 5,876 $657K
Prelude Capital Management, LLC 0.05% New 5,823 $651K
Sanctuary Advisors, LLC 0.00% Reduce -18.6% 5,809 $650K
Syon Capital LLC 0.03% Add +2.9% 5,739 $642K
Farther Finance Advisors, LLC 0.01% Add +23.1% 5,734 $641K
Y-Intercept (Hong Kong) Ltd 0.02% New 5,731 $641K
Wedbush Securities Inc. 0.02% Add +9.6% 5,726 $640K
CoreCap Advisors, LLC 0.02% Reduce -0.9% 5,702 $638K
Pure Financial Advisors, LLC 0.01% Add +1.4% 5,494 $614K
Regions Financial Corp. 0.00% Reduce -1.7% 5,488 $614K
HB Wealth Management, LLC 0.00% Add +7.8% 5,464 $611K
WNY Asset Management, LLC 0.06% Reduce -6.3% 5,454 $610K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +77.1% 5,406 $605K
Autumn Glory Partners, LLC 0.25% No change 5,400 $604K
Yousif Capital Management, LLC 0.01% Reduce -13.3% 5,390 $603K
Ingalls & Snyder LLC 0.02% No change 5,376 $601K
Bison Wealth, LLC 0.06% Add +22.8% 6,160 $599K
Perritt Capital Management Inc 0.28% No change 5,339 $597K
Capital Advisors Inc. 0.01% Add +0.4% 5,336 $597K
Merit Financial Group, LLC 0.01% Reduce -6.5% 5,303 $593K
Jamison Private Wealth Management, Inc. 0.08% Add +36.0% 5,283 $591K
Ritholtz Wealth Management 0.01% Add +42.6% 5,245 $587K
Diametric Capital, LP 0.22% New 5,229 $585K
Shelton Capital Management 0.01% New 5,175 $579K
Advisors Capital Management, LLC 0.01% No change 5,159 $577K
Atria Investments, Inc 0.01% Add +70.8% 5,130 $574K
Cardinal Point Capital Management ULC 0.04% Reduce -16.5% 5,075 $568K
Berkeley Capital Partners, LLC 0.13% Reduce -34.4% 5,013 $561K
Cladis Investment Advisory, LLC 0.32% New 5,000 $559K
Brown Advisory Inc. 0.00% No change 4,965 $555K
United Advisor Group, LLC 0.07% Add +8.9% 4,909 $549K
TruWealth Advisors, LLC 0.03% No change 4,769 $533K
Tradition Wealth Management, LLC 0.04% No change 4,728 $529K
Glenmede Investment Management, LP 0.00% Reduce -0.6% 4,697 $525K
Union Bancaire Privee, UBP SA 0.01% Add +47.0% 5,464 $520K
Mirae Asset Global Investments Co., Ltd. 0.00% New 4,629 $518K
Valeo Financial Advisors, LLC 0.01% No change 4,463 $499K
PDS Planning, Inc 0.03% Add +0.2% 4,459 $499K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +17.7% 4,427 $495K
Transcend Capital Advisors, LLC 0.03% Add +89.1% 4,402 $492K
Fifth Third Wealth Advisors LLC 0.02% No change 4,398 $492K
Parallel Advisors, LLC 0.01% Add +6.0% 4,397 $492K
Confluence Wealth Services, Inc. 0.02% Reduce -2.7% 4,371 $489K
Banyan Capital Management, Inc. 0.22% New 4,325 $484K
Sowell Financial Services LLC 0.02% Add +0.1% 4,312 $482K
Brave Asset Management Inc. 0.12% No change 4,305 $481K
CenterBook Partners LP 0.02% Reduce -34.8% 4,213 $471K
Evelyn Partners Asset Management Ltd 0.11% No change 4,200 $470K
Woodward Diversified Capital, LLC 0.22% No change 4,200 $470K
Lester Murray Antman dba SimplyRich 0.13% No change 4,201 $469K
&partners 0.00% Reduce -42.8% 4,151 $464K
Leigh Baldwin & Co., LLC 0.26% No change 4,127 $462K
Concurrent Investment Advisors, LLC 0.01% Add +0.1% 4,125 $461K
CreativeOne Wealth, LLC 0.01% Add +30.7% 4,117 $460K
Exencial Wealth Advisors, LLC 0.01% Add +0.2% 4,067 $455K
Navera Investment Management Ltd. 0.01% No change 4,000 $447K
Hedges Asset Management LLC 0.34% No change 4,000 $447K
Chesley Taft & Associates LLC 0.02% No change 4,000 $447K
First Affirmative Financial Network 0.21% Add +3.5% 3,976 $445K
B. Riley Wealth Advisors, Inc. 0.02% Add +33.8% 3,975 $445K
OneDigital Investment Advisors LLC 0.00% Add +0.6% 3,974 $444K
Mission Wealth Management, LP 0.01% Reduce -0.1% 3,923 $439K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.6% 3,918 $438K
Stegent Equity Advisors, Inc. 0.35% Reduce -45.7% 3,829 $428K
Avalon Capital Management 0.10% No change 3,801 $425K
Foundations Investment Advisors, LLC 0.01% Add +8.6% 3,791 $424K
Rock Point Advisors, LLC 0.11% Reduce -5.0% 3,780 $423K
MQS Management LLC 0.25% New 3,777 $422K
Great Valley Advisor Group, Inc. 0.01% Add +0.1% 3,716 $416K
Van Hulzen Asset Management, LLC 0.03% No change 3,707 $415K
Moody National Bank Trust Division 0.03% Reduce -11.2% 3,657 $409K
Twinbeech Capital LP 0.02% New 3,656 $409K
Zacks Investment Management 0.00% New 3,609 $404K
Wellington Shields & Co., LLC 0.10% Add +16.1% 3,600 $403K
Olympiad Research LP 0.56% New 3,577 $400K
Carnegie Lake Advisors LLC 0.15% Reduce -16.1% 3,576 $400K
Mesirow Financial Investment Management, Inc. 0.01% Add +13.0% 3,555 $398K
Apella Capital, LLC 0.01% Add +1.0% 3,491 $396K
EverSource Wealth Advisors, LLC 0.02% Add +16.4% 3,541 $396K
Seeds Investor LLC 0.08% Add +1.8% 3,502 $392K
Beutel, Goodman & Co Ltd. 0.00% No change 3,500 $391K
Clearstead Advisors, LLC 0.01% Add +58.4% 3,490 $390K
Salem Investment Counselors Inc. 0.01% Reduce -3.5% 3,467 $388K
Quent Capital, LLC 0.03% No change 3,463 $387K
Belpointe Asset Management LLC 0.01% Add +25.9% 3,452 $386K
Benedict Financial Advisors Inc. 0.08% Reduce -1.1% 3,439 $385K
FORA Capital, LLC 0.07% New 3,429 $383K
AdvisorNet Financial, Inc 0.02% Reduce -6.4% 3,413 $382K
MTM Investment Management, LLC 0.12% Add +0.1% 3,366 $376K
Fruth Investment Management 0.10% No change 3,350 $374K
Verdence Capital Advisors LLC 0.02% Add +0.3% 3,947 $373K
Net Worth Advisory Group 0.11% New 3,314 $371K
Lewis Asset Management, LLC 0.15% No change 3,275 $366K
Aire Advisors, LLC 0.07% Reduce -13.0% 3,261 $365K
Focus Financial Network, Inc. 0.01% Add +5.6% 3,224 $361K
Smith Salley Wealth Management 0.02% No change 3,150 $352K
Global Assets Advisory, LLC 0.10% No change 3,143 $351K
HUB Investment Partners, LLC 0.01% New 3,114 $348K
Zhang Financial LLC 0.01% New 3,064 $343K
Wealth Alliance Advisory Group, LLC 0.06% No change 3,025 $338K
Uhlmann Price Securities, LLC 0.21% New 3,000 $336K
Marex Group Ltd 0.00% New 2,956 $331K
New Harbor Financial Group, LLC 0.07% Add +18.0% 2,949 $330K
Cresset Asset Management, LLC 0.00% Add +17.6% 2,931 $328K
Eagle Global Advisors LLC 0.01% No change 2,910 $325K
Personal Cfo Solutions, LLC 0.06% Reduce -2.7% 2,880 $322K
Arax Advisory Partners 0.00% Add +8815.6% 2,853 $319K
Sig Brokerage, LP 0.08% New 2,843 $318K
Wesbanco Bank Inc. 0.01% No change 2,825 $316K
West Family Investments, Inc. 0.07% Add +2.1% 2,812 $314K
Tudor Investment Corporation 0.00% New 2,809 $314K
FourThought Financial Partners, LLC 0.03% New 2,786 $312K
Kiker Wealth Management, LLC 0.16% Reduce -2.8% 2,774 $310K
Cwm, LLC 0.00% Add +1.9% 2,763 $309K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -3.5% 2,748 $307K
Harvest Investment Services, LLC 0.06% Reduce -11.1% 2,736 $306K
Diversify Wealth Management, LLC 0.02% No change 3,125 $304K
Krilogy Financial LLC 0.01% New 3,140 $303K
Smallwood Wealth Investment Management, LLC 0.16% No change 2,700 $302K
Strategic Financial Concepts, LLC 0.04% New 2,697 $302K
MGB Wealth Management, LLC 0.08% Add +18.4% 2,645 $296K
Pinnacle Associates Ltd. 0.00% Reduce -16.0% 2,633 $294K
Bridgefront Capital, LLC 0.08% New 2,556 $286K
Atlantic Union Bankshares Corp 0.01% No change 2,550 $285K
Bridgewater Advisors Inc. 0.02% Reduce -2.8% 2,949 $284K
Canopy Partners, LLC 0.09% Reduce -0.8% 2,518 $282K
Sivia Capital Partners, LLC 0.08% Reduce -5.6% 2,508 $280K
Paradigm Capital Management, LLC 0.28% New 2,500 $280K
Lawson Kroeker Investment Management Inc. 0.05% No change 2,500 $280K
Berkshire Asset Management LLC 0.01% No change 2,500 $280K
LGT Fund Management Co Ltd. 0.02% No change 2,500 $279K
Checchi Capital Advisers, LLC 0.02% No change 2,492 $279K
Caprock Group, LLC 0.01% — 2,759 $278K
Capital Advisors Wealth Management, LLC 0.04% New 2,423 $271K
Empowered Funds, LLC 0.00% New 2,391 $267K
Mather Group, Llc. 0.00% No change 2,375 $266K
Icon Wealth Advisors, LLC 0.02% New 2,370 $265K
Capital Investment Advisors, LLC 0.00% Add +2.9% 2,367 $265K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -4.3% 2,324 $260K
Dana Investment Advisors, Inc. 0.01% New 2,323 $260K
Alpha Zero LLC 0.15% New 2,302 $257K
Synergy Financial Group, LTD 0.17% No change 2,292 $256K
QRG Capital Management, Inc. 0.00% Reduce -7.5% 2,282 $255K
Compagnie Lombard Odier SCmA 0.00% Reduce -50.0% 2,256 $253K
Leonteq Securities AG 0.01% Add +3050.7% 2,237 $250K
Redwood Investment Management, LLC 0.03% Add +0.2% 2,240 $250K
Sagespring Wealth Partners, LLC 0.00% New 2,199 $246K
Cidel Asset Management Inc. 0.01% New 2,187 $245K
TABR Capital Management, LLC 0.17% New 2,197 $243K
PYA Waltman Capital, LLC 0.07% Reduce -21.4% 2,168 $242K
Brighton Jones LLC 0.01% Reduce -6.0% 2,151 $241K
Abacus Wealth Partners, LLC 0.03% New 2,132 $238K
Flower City Capital 0.13% New 2,127 $238K
Curi Capital, LLC 0.00% New 2,116 $237K
Ascent Group, LLC 0.01% New 2,076 $232K
Augustine Asset Management Inc. 0.05% New 2,075 $232K
Modera Wealth Management, LLC 0.00% New 2,033 $227K
Fermata Advisors, LLC 0.06% New 2,028 $227K
Balentine LLC 0.01% New 2,017 $226K
Cyndeo Wealth Partners, LLC 0.01% New 2,016 $226K
NorthRock Partners, LLC 0.00% New 2,011 $225K
State of Wyoming 0.03% Reduce -76.9% 2,010 $225K
Goodman Financial Corp 0.04% New 2,000 $224K
Hudock, Inc. 0.03% New 2,000 $224K
Venture Visionary Partners LLC 0.01% New 2,000 $224K
Gold Investment Management Ltd. 0.07% Add +0.1% 1,977 $221K
Physician Wealth Advisors, Inc. 0.03% No change 1,962 $219K
Laffer Tengler Investments, Inc. 0.04% New 1,956 $219K
Waddell & Associates, LLC 0.02% New 1,954 $219K
Daymark Wealth Partners, LLC 0.01% New 1,950 $218K
IVC Wealth Advisors LLC 0.10% New 1,938 $217K
Smartleaf Asset Management LLC 0.01% Add +12.7% 1,940 $214K
Ranch Capital Advisors Inc. 0.08% New 1,908 $213K
Greatmark Investment Partners, Inc. 0.03% New 1,875 $210K
Willis Johnson & Associates, Inc. 0.01% New 1,870 $209K
Moneco Advisors, LLC 0.02% New 1,863 $208K
IFP Advisors, Inc 0.01% Reduce -36.9% 1,727 $193K
Versant Capital Management, Inc 0.03% Add +36.8% 1,680 $188K
Global Retirement Partners, LLC 0.00% Add +82.7% 1,672 $187K
Quantbot Technologies LP 0.01% Reduce -81.1% 1,659 $186K
Armstrong Advisory Group, Inc. 0.01% Add +13.5% 1,650 $185K
Advisors Asset Management, Inc. 0.00% Add +103.5% 1,577 $176K
Rhumbline Advisers 0.00% Reduce -48.9% 1,510 $169K
Cromwell Holdings LLC 0.09% No change 1,489 $167K
ORG Partners LLC 0.03% No change 1,480 $166K
GAMMA Investing LLC 0.01% Add +95.8% 1,429 $160K
First Horizon Corp. 0.01% — 1,336 $149K
UMB Bank, n.a. 0.00% Add +923.1% 1,330 $149K
Ancora Advisors LLC 0.00% Add +1115.0% 1,215 $136K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.4% 1,150 $129K
Manchester Capital Management LLC 0.02% Add +10.2% 1,135 $127K
Golden State Wealth Management, LLC 0.01% No change 1,100 $123K
JFS Wealth Advisors, LLC 0.01% No change 1,100 $123K
Dunhill Financial, LLC 0.04% Add +0.1% 1,052 $118K
RMG Wealth Management LLC 0.02% No change 1,200 $114K
Corundum Trust Company, INC 0.24% New 1,000 $112K
Gables Capital Management Inc. 0.05% No change 1,000 $112K
Capital Analysts, LLC 0.00% Add +25.8% 980 $110K
American National Bank & Trust 0.01% No change 900 $101K
Trust Co. of Vermont 0.00% Reduce -6.9% 885 $99K
Ameritas Advisory Services, LLC 0.01% Reduce -91.2% 800 $89K
Wealthspire Advisors, LLC 0.00% New 774 $87K
Parkside Financial Bank & Trust 0.01% Add +241.6% 772 $86K
Flagship Wealth Advisors, LLC 0.03% No change 724 $81K
Quintet Private Bank (Europe) S.A. 0.00% No change 700 $78K
City Holding Co. 0.01% Add +251.3% 699 $78K
MCF Advisors LLC 0.00% No change 690 $77K
Financial Consulate, Inc. 0.01% New 650 $73K
Hoey Investments, Inc. 0.01% No change 650 $73K
Financial Management Professionals, Inc. 0.01% No change 636 $71K
Lanark Financial, Inc. 0.01% No change 600 $67K
Cullen/Frost Bankers, Inc. 0.00% Reduce -20.1% 581 $65K
Promus Capital, LLC 0.04% No change 570 $64K
City State Bank 0.02% No change 560 $63K
Concord Wealth Partners 0.01% New 545 $61K
Principal Securities, Inc. 0.00% Add +4.5% 528 $59K
Gen-Wealth Partners Inc 0.02% Add +14.4% 515 $58K
Plante Moran Financial Advisors, LLC 0.00% No change 502 $56K
CVA Family Office, LLC 0.01% No change 500 $56K
Wealth Preservation Advisors, LLC 0.03% No change 487 $54K
Stephens Consulting, LLC 0.02% No change 481 $54K
Ulland Investment Advisors, LLC 0.04% No change 470 $53K
Innovative Advisory Group, LLC 0.03% Reduce -47.8% 458 $51K
Pacifica Partners Inc. 0.02% Add +27.8% 460 $51K
Larson Financial Group LLC 0.00% Reduce -90.2% 455 $51K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 450 $50K
Sunbelt Securities, Inc. 0.00% Reduce -50.6% 447 $50K
NFSG Corp 0.01% Reduce -74.2% 432 $48K
NBT Bank, N.A. 0.00% No change 405 $45K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Reduce -92.7% 393 $44K
Bessemer Group Inc. 0.00% No change 349 $39K
IAG Wealth Partners, LLC 0.00% No change 345 $39K
Clean Yield Group 0.01% No change 319 $36K
Fifth Third Bancorp 0.00% Add +3.3% 315 $35K
Bulwark Capital Corp 0.03% No change 300 $34K
Birchbrook, Inc. 0.02% No change 300 $34K
Global Wealth Strategies & Associates 0.01% No change 300 $34K
Duncker Streett & Co. Inc. 0.01% No change 300 $34K
Delta Asset Management LLC 0.00% No change 300 $34K
Rothschild Investment LLC 0.00% No change 300 $34K
Root Financial Partners, LLC 0.00% New 258 $29K
Bogart Wealth, LLC 0.00% Add +27.4% 256 $29K
Pathway Financial Advisers, LLC 0.01% New 253 $28K
Tompkins Financial Corp. 0.00% No change 247 $28K
Nisa Investment Advisors, LLC 0.00% New 230 $26K
Hopwood Financial Services, Inc. 0.01% New 200 $22K
HighMark Wealth Management LLC 0.01% Reduce -72.0% 200 $22K
Evermay Wealth Management LLC 0.00% No change 200 $22K
Abound Wealth Management 0.01% New 184 $21K
Pacific Center for Financial Services 0.01% No change 183 $20K
Bell Investment Advisors, Inc 0.00% Add +19.0% 163 $18K
Medallion Wealth Advisors, LLC 0.01% No change 161 $18K
Sound Income Strategies, LLC 0.00% No change 150 $16K
Hollencrest Capital Management 0.00% No change 136 $15K
Bank & Trust Co 0.01% No change 135 $15K
SouthState Bank Corp 0.00% No change 130 $15K
Chung Wu Investment Group, LLC 0.01% New 130 $15K
Caldwell Sutter Capital, Inc. 0.01% No change 125 $14K
Legacy Wealth Managment, LLC 0.01% No change 120 $13K
Coston, McIsaac & Partners 0.00% No change 125 $13K
Harvest Fund Management Co., Ltd 0.00% No change 117 $13K
Caitlin John, LLC 0.01% New 100 $11K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $11K
Darwin Wealth Management, LLC 0.00% New 100 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% New 100 $11K
Hilltop National Bank 0.00% No change 100 $11K
Tradewinds Capital Management, LLC 0.00% New 100 $11K
Key Financial Inc 0.00% No change 96 $11K
Assetmark, Inc. 0.00% Add +3.5% 90 $10K
SWAN Capital LLC 0.00% No change 80 $9K
BNP Paribas 0.00% New 75 $8K
Addison Advisors LLC 0.00% No change 73 $8K
Zions Bancorporation, National Association 0.00% Reduce -7.8% 71 $8K
Cornerstone Planning Group LLC 0.00% Reduce -26.9% 38 $8K
Private Trust Co. NA 0.00% Reduce -16.9% 64 $7K
JDM Financial Group LLC 0.00% No change 60 $7K
TCTC Holdings, LLC 0.00% No change 56 $6K
Banque Cantonale Vaudoise 0.00% New 50 $6K
True Wealth Design, LLC 0.00% Add +341.7% 53 $6K
Arvest Investments, Inc. 0.00% No change 50 $6K
CENTRAL TRUST Co 0.00% No change 50 $6K
GHP Investment Advisors, Inc. 0.00% No change 41 $5K
Toth Financial Advisory Corp. 0.00% No change 40 $4K
Asset Dedication, LLC 0.00% Reduce -20.4% 39 $4K
Bare Financial Services, Inc 0.00% New 33 $4K
Raffa Wealth Management, LLC 0.00% Add +52.4% 32 $4K
HM Payson & Co. 0.00% No change 31 $3K
Penserra Capital Management LLC 0.00% Reduce -30.8% 27 $3K
Evolution Wealth Management Inc. 0.00% New 26 $3K
McIlrath & Eck, LLC 0.00% No change 25 $3K
Eisler Capital Management Ltd. 0.00% New 23 $3K
Wealth Watch Advisors, INC 0.00% New 20 $2K
Vermillion Wealth Management, Inc. 0.00% No change 20 $2K
Crewe Advisors LLC 0.00% New 18 $2K
Navigoe, LLC 0.00% New 18 $2K
Anfield Capital Management, LLC 0.00% New 17 $2K
Private Wealth Asset Management, LLC 0.00% No change 16 $2K
NFJ Investment Group, LLC 0.00% No change 12 $1K
TD Private Client Wealth LLC 0.00% No change 7 $783
North Star Investment Management Corp. 0.00% New 6 $671
Highline Wealth Partners LLC 0.00% New 4 $447

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