Williams-SonomaWSM
13F holders, Q1 2024 (March 31)807holders
8famous investors
$316.14avg. 13F price*
At the end of Q1 2024, 807 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings. The largest holders were BlackRock Inc. ($2.2B), Vanguard Group Inc. ($2.1B) and FMR LLC ($2.0B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Williams-Sonoma Inc.
- Sector
- Consumer Discretionary
- CUSIP
- 969904101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 182 | $440.5M |
| Exits | 51 | $121.6M |
Ownership 807 holders
| BlackRock Inc. | 0.05% | Add +15.0% | 6,773,016 | $2.2B |
| Vanguard Group Inc. | 0.04% | Reduce -9.5% | 6,622,109 | $2.1B |
| FMR LLC | 0.14% | Reduce -7.0% | 6,390,910 | $2.0B |
| Aristotle Capital Management, LLC | 2.70% | Reduce -0.2% | 4,580,167 | $1.5B |
| Blackhill Capital Inc. | 71.20% | Reduce -1.1% | 3,904,454 | $1.2B |
| Capital Research Global Investors | 0.20% | Reduce -18.6% | 2,737,061 | $869.1M |
| State Street Corp. | 0.04% | Add +14.7% | 2,601,891 | $826.2M |
| Leonard Green & Partners, L.P. | 9.32% | Reduce -49.8% | 1,612,015 | $511.9M |
| Invesco Ltd. | 0.10% | Add +112.7% | 1,388,679 | $440.9M |
| Geode Capital Management, LLC | 0.04% | Add +8.1% | 1,266,539 | $401.6M |
| First Trust Advisors LP | 0.31% | Add +625.8% | 944,407 | $299.9M |
| Bank of New York Mellon Corp | 0.05% | Add +2.4% | 785,457 | $249.4M |
| Northern Trust Corp. | 0.04% | Add +0.0% | 785,162 | $249.3M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -19.6% | 780,085 | $247.7M |
| Pacer Advisors, Inc. | 0.57% | Add +22.4% | 750,241 | $238.2M |
| Norges Bank | 0.04% | Reduce -6.8% | 705,787 | $224.1M |
| Principal Financial Group Inc. | 0.11% | Reduce -4.8% | 584,116 | $185.5M |
| Morgan Stanley | 0.01% | Reduce -11.7% | 524,330 | $166.5M |
| Captrust Financial Advisors | 0.60% | Add +37.5% | 704,919 | $164.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -70.7% | 419,860 | $133.3M |
| Alliancebernstein L.P. | 0.05% | Reduce -19.0% | 409,933 | $130.2M |
| JPMorgan Chase & Co. | 0.01% | Add +70.1% | 393,827 | $125.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +74.8% | 376,257 | $119.5M |
| Janus Henderson Group PLC | 0.06% | Reduce -17.3% | 348,113 | $110.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +34.8% | 322,700 | $102.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -15.6% | 320,576 | $101.8M |
| Boston Trust Walden Corp | 0.71% | Reduce -24.8% | 313,230 | $99.5M |
| Citigroup Inc. | 0.10% | Add +8.1% | 301,760 | $95.8M |
| Clark Capital Management Group, Inc. | 0.70% | Reduce -25.3% | 297,282 | $94.4M |
| American Century Companies Inc. | 0.05% | Add +7.7% | 232,507 | $73.8M |
| Caisse de depot et placement du Quebec | 0.17% | Add +980.8% | 219,394 | $69.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.34% | Add +5.3% | 219,383 | $69.7M |
| Select Equity Group, L.P. | 0.24% | Reduce -12.3% | 211,759 | $67.2M |
| Assetmark, Inc. | 0.22% | Reduce -5.3% | 209,809 | $66.6M |
| Legal & General Group Plc | 0.02% | Add +29.1% | 202,408 | $64.3M |
| Nuveen Asset Management, LLC | 0.02% | Add +29.3% | 197,424 | $62.7M |
| Rhumbline Advisers | 0.06% | Reduce -12.0% | 194,872 | $61.9M |
| HS Management Partners, LLC | 2.83% | Reduce -43.9% | 194,494 | $61.8M |
| Swiss National Bank | 0.04% | Add +52.0% | 182,500 | $57.9M |
| Wells Fargo & Company | 0.01% | Reduce -21.1% | 175,303 | $55.7M |
| D. E. Shaw & Co. | 0.07% | Reduce -20.1% | 170,557 | $54.2M |
| AQR Capital Management | 0.09% | Reduce -9.6% | 169,677 | $53.9M |
| Moran Wealth Management, LLC | 1.74% | Reduce -5.7% | 168,927 | $53.6M |
| ProShare Advisors LLC | 0.14% | Reduce -24.1% | 164,837 | $52.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.8% | 163,516 | $51.9M |
| Aberdeen Group plc | 0.10% | New | 157,296 | $49.9M |
| Advisors Capital Management, LLC | 0.88% | Reduce -3.3% | 151,882 | $48.2M |
| Clearbridge Investments, LLC | 0.04% | Reduce -33.6% | 149,666 | $47.5M |
| Truist Financial Corp. | 0.07% | Add +6.2% | 146,546 | $46.5M |
| Amundi | 0.02% | Add +35793.6% | 151,471 | $45.0M |
| Citadel Advisors | 0.04% | Reduce -37.9% | 137,434 | $43.6M |
| Deutsche Bank AG | 0.02% | Add +350.3% | 133,625 | $42.4M |
| Franklin Resources Inc. | 0.01% | Add +39.9% | 132,542 | $42.1M |
| Aviva PLC | 0.14% | Add +1020.5% | 130,366 | $41.4M |
| Victory Capital Management Inc. | 0.04% | Reduce -13.1% | 129,486 | $41.1M |
| Barclays PLC | 0.02% | Reduce -32.1% | 128,239 | $40.7M |
| Retirement Systems of Alabama | 0.16% | Add +0.2% | 126,750 | $40.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | New | 126,160 | $40.1M |
| Modera Wealth Management, LLC | 0.61% | Reduce -0.4% | 126,012 | $40.0M |
| LSV Asset Management | 0.08% | Reduce -9.6% | 124,260 | $39.5M |
| Millennium Management | 0.03% | Reduce -9.3% | 122,488 | $38.9M |
| California Public Employees Retirement System | 0.03% | Add +0.6% | 119,922 | $38.1M |
| Bank of America Corp. | 0.00% | Add +76.2% | 119,341 | $37.9M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +1034.2% | 117,334 | $37.3M |
| Glenmede Trust Co. NA | 0.18% | Reduce -21.3% | 113,010 | $35.9M |
| Reik & Co., LLC | 8.86% | Reduce -2.3% | 111,666 | $35.5M |
| Systematic Financial Management LP | 0.99% | Reduce -35.8% | 111,232 | $35.3M |
| Jupiter Asset Management Ltd. | 0.31% | Add +3439.5% | 101,123 | $32.1M |
| Allianz Asset Management GmbH | 0.05% | Add +435.1% | 99,763 | $31.7M |
| Edgemoor Investment Advisors, Inc. | 2.99% | Reduce -2.2% | 98,520 | $31.3M |
| T. Rowe Price Investment Management, Inc. | 0.02% | New | 96,762 | $30.7M |
| Logan Capital Management Inc. | 1.27% | Reduce -0.9% | 93,488 | $29.7M |
| Susquehanna International Group, LLP | 0.04% | Add +151.4% | 92,035 | $29.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Add +9.2% | 90,857 | $28.7M |
| McRae Capital Management Inc. | 6.18% | Reduce -9.4% | 88,871 | $28.2M |
| First Long Island Investors, LLC | 2.35% | Reduce -12.7% | 88,738 | $28.2M |
| UBS Group AG | 0.01% | Add +126.6% | 87,388 | $27.7M |
| Raymond James & Associates | 0.02% | Reduce -24.2% | 86,933 | $27.6M |
| Robeco Institutional Asset Management B.V. | 0.06% | Add +415.0% | 85,875 | $27.3M |
| Jane Street Group, LLC | 0.04% | Reduce -6.0% | 85,526 | $27.2M |
| American International Group, Inc. | 0.10% | Reduce -2.0% | 84,974 | $27.0M |
| KBC Group NV | 0.09% | Add +7042.2% | 84,778 | $26.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -15.8% | 84,341 | $26.8M |
| New York State Teachers Retirement System | 0.05% | Add +1.5% | 82,206 | $26.1M |
| California State Teachers Retirement System | 0.03% | Add +25.3% | 81,943 | $26.0M |
| Rodgers Brothers Inc. | 3.30% | Reduce -23.7% | 76,028 | $24.1M |
| Royal Bank of Canada | 0.01% | Add +35.4% | 72,808 | $23.1M |
| Candriam S.C.A. | 0.14% | New | 69,902 | $22.2M |
| Worldquant Millennium Advisors LLC | 0.27% | New | 69,689 | $22.1M |
| Nisa Investment Advisors, LLC | 0.14% | Reduce -6.2% | 69,544 | $22.1M |
| Squarepoint Ops LLC | 0.09% | New | 68,301 | $21.7M |
| Alps Advisors Inc. | 0.15% | Add +15.8% | 66,358 | $21.1M |
| Linscomb Wealth, Inc. | 1.08% | Reduce -4.7% | 65,872 | $20.9M |
| Vest Financial, LLC | 0.55% | New | 64,744 | $20.6M |
| Trexquant Investment LP | 0.39% | Add +19.0% | 62,189 | $19.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +297.3% | 62,005 | $19.7M |
| Corient Private Wealth LP | 0.04% | Add +0.1% | 61,859 | $19.6M |
| Bridgewater Associates | 0.10% | Add +150.0% | 61,820 | $19.6M |
| Renaissance Technologies | 0.03% | New | 60,300 | $19.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | New | 60,296 | $19.1M |
| Pacific Heights Asset Management LLC | 1.57% | No change | 60,000 | $19.1M |
| Congress Asset Management Co. | 0.13% | Add +20.6% | 57,169 | $18.2M |
| Investment House LLC | 1.06% | Add +27.1% | 56,967 | $18.1M |
| Texas Permanent School Fund Corp. | 0.14% | Add +1.3% | 56,139 | $17.8M |
| Winmill & Co. Inc. | 5.06% | No change | 55,997 | $17.8M |
| Verition Fund Management LLC | 0.19% | Add +3747.8% | 55,254 | $17.5M |
| Meritage Portfolio Management | 1.10% | Reduce -4.3% | 54,216 | $17.2M |
| Old National Bancorp | 0.41% | Reduce -5.6% | 53,819 | $17.1M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +4.5% | 53,375 | $16.9M |
| Man Group plc | 0.05% | Add +97.1% | 51,595 | $16.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -20.1% | 51,184 | $16.3M |
| Handelsbanken Fonder AB | 0.07% | Reduce -34.6% | 51,060 | $16.2M |
| West Coast Financial LLC | 1.96% | Add +2.9% | 50,911 | $16.2M |
| Vident Advisory, LLC | 0.34% | Reduce -31.9% | 50,859 | $16.1M |
| Credit Suisse AG/ | 0.02% | Reduce -47.3% | 50,663 | $16.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -10.9% | 49,780 | $15.8M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -4.3% | 49,194 | $15.6M |
| Danske Bank A/S | 0.05% | — | 48,846 | $15.5M |
| Lazard Asset Management LLC | 0.02% | Reduce -46.1% | 48,423 | $15.4M |
| Hook Mill Capital Partners, LP | 3.30% | Reduce -52.0% | 47,809 | $15.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -45.0% | 46,881 | $14.9M |
| Novare Capital Management LLC | 1.31% | Reduce -8.1% | 45,493 | $14.4M |
| Thomas Story & Son LLC | 6.06% | Reduce -9.7% | 45,157 | $14.3M |
| Amalgamated Bank | 0.12% | Reduce -6.2% | 43,922 | $13.9M |
| Mutual of America Capital Management LLC | 0.15% | Reduce -7.2% | 43,501 | $13.8M |
| Balyasny Asset Management L.P. | 0.03% | New | 41,306 | $13.1M |
| Forsta Ap-Fonden | 0.11% | New | 40,900 | $13.0M |
| HSBC Holdings PLC | 0.01% | Add +752.0% | 40,299 | $12.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -6.0% | 39,648 | $12.6M |
| Treasurer of the State of North Carolina | 0.05% | Add +5.3% | 38,660 | $12.3M |
| Gotham Asset Management | 0.18% | Reduce -3.8% | 38,416 | $12.2M |
| Prudential Financial Inc. | 0.02% | Reduce -11.2% | 37,871 | $12.0M |
| Westfield Capital Management Co. LP | 0.06% | Add +7.5% | 37,700 | $12.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.1% | 36,852 | $11.7M |
| MetLife Investment Management, LLC | 0.08% | Reduce -2.5% | 35,572 | $11.3M |
| Coston, McIsaac & Partners | 3.61% | Reduce -0.8% | 35,355 | $11.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +665.5% | 35,113 | $11.1M |
| Ensign Peak Advisors, Inc | 0.02% | Add +1.4% | 34,754 | $11.0M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 34,094 | $10.8M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -0.3% | 34,040 | $10.8M |
| US Bancorp \de | 0.01% | Reduce -5.6% | 33,385 | $10.6M |
| Kensington Investment Counsel, LLC | 4.77% | Add +2.9% | 32,884 | $10.4M |
| Schroder Investment Management Group | 0.01% | Add +4.9% | 32,801 | $10.4M |
| State of Wisconsin Investment Board | 0.03% | Add +4.2% | 32,479 | $10.3M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -2.2% | 31,399 | $10.0M |
| Ingalls & Snyder LLC | 0.44% | Reduce -25.7% | 31,190 | $9.9M |
| Weiss Asset Management LP | 0.58% | New | 31,151 | $9.9M |
| LPL Financial LLC | 0.01% | Reduce -16.9% | 30,744 | $9.8M |
| Illinois Municipal Retirement Fund | 0.15% | No change | 30,341 | $9.6M |
| Voya Investment Management LLC | 0.01% | Reduce -5.2% | 30,271 | $9.6M |
| Yousif Capital Management, LLC | 0.11% | Reduce -3.0% | 30,175 | $9.6M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -3.2% | 30,000 | $9.5M |
| Cary Street Partners Investment Advisory LLC | 0.40% | Add +1.5% | 29,829 | $9.5M |
| Comerica Bank | 0.04% | Reduce -3.5% | 29,767 | $9.5M |
| Prudential PLC | 0.08% | Add +187.8% | 29,104 | $9.2M |
| Glassy Mountain Advisors, Inc. | 3.44% | Reduce -4.3% | 28,736 | $9.1M |
| Bank of Montreal | 0.00% | Reduce -1.4% | 28,579 | $9.1M |
| Grace & White Inc. | 1.65% | Reduce -29.1% | 28,515 | $9.1M |
| Radnor Capital Management, LLC | 1.53% | Reduce -1.1% | 28,171 | $8.9M |
| Hamilton Point Investment Advisors, LLC | 1.74% | Reduce -1.3% | 28,092 | $8.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +110.1% | 28,074 | $8.9M |
| Dana Investment Advisors, Inc. | 0.29% | Add +263.4% | 27,864 | $8.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -62.0% | 27,612 | $8.8M |
| Tabor Asset Management, LP | 3.63% | Reduce -54.8% | 27,443 | $8.7M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +10.6% | 70,796 | $8.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.72% | Add +0.4% | 26,700 | $8.5M |
| Walleye Trading LLC | 0.13% | Reduce -64.9% | 25,556 | $8.1M |
| Goelzer Investment Management, Inc. | 0.46% | Reduce -4.9% | 25,400 | $8.1M |
| Abn Amro Investment Solutions | 0.14% | Add +0.8% | 25,399 | $8.1M |
| Evexia Wealth LLC | 3.32% | Reduce -31.6% | 27,881 | $8.1M |
| 1834 Investment Advisors Co. | 0.96% | Reduce -27.2% | 25,361 | $8.1M |
| Mn Services Vermogensbeheer B.V. | 0.06% | New | 24,700 | $7.8M |
| Royce & Associates LP | 0.07% | Reduce -38.8% | 24,536 | $7.8M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +42.8% | 26,816 | $7.8M |
| AXA S.A. | 0.02% | Reduce -55.1% | 23,870 | $7.6M |
| Pathstone Holdings, LLC | 0.04% | Add +156.4% | 23,763 | $7.5M |
| Telos Capital Management, Inc. | 0.85% | Reduce -10.0% | 23,755 | $7.5M |
| Ameritas Investment Partners, Inc. | 0.26% | Reduce -8.6% | 23,542 | $7.5M |
| SFE Investment Counsel | 1.69% | Reduce -24.3% | 23,426 | $7.4M |
| Seascape Capital Management | 2.75% | Reduce -5.9% | 23,311 | $7.4M |
| Teacher Retirement System of Texas | 0.05% | Add +50.4% | 23,101 | $7.3M |
| B & T Capital Management DBA Alpha Capital Management | 1.40% | Reduce -25.4% | 22,547 | $7.2M |
| Dividend Assets Capital, LLC | 1.50% | Reduce -4.9% | 22,443 | $7.1M |
| Crossmark Global Holdings, Inc. | 0.14% | Reduce -76.8% | 22,343 | $7.1M |
| Asset Management One Co., Ltd. | 0.03% | New | 21,851 | $6.9M |
| Teachers Retirement System of the State of Kentucky | 0.06% | Reduce -0.9% | 21,802 | $6.9M |
| APG Asset Management N.V. | 0.01% | Add +3.5% | 23,500 | $6.9M |
| Resona Asset Management Co.,Ltd. | 0.04% | — | 20,991 | $6.7M |
| Pictet Asset Management Holding SA | 0.01% | Add +188.3% | 20,988 | $6.7M |
| Carolina Wealth Advisors, LLC | 3.60% | Reduce -49.5% | 20,930 | $6.6M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +64.5% | 19,447 | $6.2M |
| M. Kulyk & Associates, LLC | 1.43% | Reduce -25.2% | 19,443 | $6.2M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +28.2% | 19,344 | $6.1M |
| Bell & Brown Wealth Advisors, LLC | 2.61% | Reduce -5.5% | 19,180 | $6.1M |
| Korea Investment CORP | 0.01% | New | 18,611 | $5.9M |
| Louisiana State Employees Retirement System | 0.11% | Add +2.8% | 18,500 | $5.9M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -2.0% | 18,442 | $5.9M |
| Marex Group Ltd | 0.19% | Reduce -35.4% | 18,144 | $5.8M |
| Cerity Partners LLC | 0.02% | Add +58.3% | 18,040 | $5.7M |
| Cwm, LLC | 0.03% | Reduce -45.4% | 17,847 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -81.0% | 17,114 | $5.4M |
| Capital Fund Management S.A. | 0.07% | Reduce -74.4% | 16,974 | $5.4M |
| Romano Brothers and Company | 0.73% | Reduce -9.5% | 16,830 | $5.3M |
| Arizona State Retirement System | 0.04% | Reduce -1.6% | 16,761 | $5.3M |
| Mediolanum International Funds Ltd | 0.09% | — | 16,833 | $5.3M |
| Soltis Investment Advisors LLC | 0.59% | Reduce -26.1% | 16,571 | $5.3M |
| Beacon Investment Advisory Services, Inc. | 0.22% | No change | 16,350 | $5.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +2.9% | 16,333 | $5.2M |
| South Dakota Investment Council | 0.11% | Reduce -20.6% | 16,236 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.0% | 16,188 | $5.1M |
| Cullinan Associates Inc. | 0.28% | No change | 16,000 | $5.1M |
| Oregon Public Employees Retirement Fund | 0.10% | Reduce -12.5% | 15,863 | $5.0M |
| Perbak Capital Partners LLP | 6.31% | — | 15,811 | $5.0M |
| State of Michigan Retirement System | 0.03% | Add +1.9% | 15,720 | $5.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | New | 15,700 | $5.0M |
| Townsquare Capital LLC | 0.07% | Add +9.5% | 15,499 | $4.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -11.9% | 15,346 | $4.9M |
| CapWealth Advisors, LLC | 0.54% | Reduce -1.3% | 15,038 | $4.8M |
| CW Advisors, LLC | 0.08% | Add +4.2% | 15,014 | $4.8M |
| Tredje AP-fonden | 0.05% | Add +186.7% | 14,942 | $4.7M |
| Salem Investment Counselors Inc. | 0.16% | Reduce -1.1% | 14,905 | $4.7M |
| Storebrand Asset Management As | 0.02% | New | 14,841 | $4.7M |
| Bokf, NA | 0.09% | Add +33.4% | 14,961 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -12.8% | 14,788 | $4.7M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -12.8% | 14,788 | $4.7M |
| Lakewood Asset Management LLC | 3.15% | Reduce -1.5% | 14,600 | $4.6M |
| Los Angeles Capital Management LLC | 0.02% | New | 14,404 | $4.6M |
| Monument Capital Management | 1.31% | Reduce -8.3% | 14,326 | $4.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.12% | Add +0.3% | 14,308 | $4.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.3% | 14,189 | $4.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.08% | Add +162.7% | 14,087 | $4.5M |
| Spectrum Wealth Counsel, LLC | 0.54% | New | 13,787 | $4.4M |
| M&T Bank Corp | 0.02% | Reduce -12.2% | 13,765 | $4.4M |
| Group One Trading LLC | 0.15% | Add +43.3% | 13,716 | $4.4M |
| Hennessy Advisors Inc. | 0.18% | New | 13,600 | $4.3M |
| New Mexico Educational Retirement Board | 0.15% | No change | 13,600 | $4.3M |
| Guggenheim Capital LLC | 0.03% | Add +173.9% | 13,489 | $4.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +39.6% | 13,383 | $4.2M |
| Jensen Investment Management Inc. | 0.03% | Reduce -27.3% | 13,340 | $4.2M |
| L & S Advisors Inc | 0.54% | New | 13,331 | $4.2M |
| Quantbot Technologies LP | 0.24% | Add +58.3% | 13,299 | $4.2M |
| Great Diamond Partners, LLC | 0.96% | New | 13,151 | $4.2M |
| Insight Inv LLC | 3.60% | Reduce -4.6% | 13,075 | $4.2M |
| Coldstream Capital Management Inc. | 0.11% | Reduce -24.1% | 13,071 | $4.2M |
| Blair William & Co. | 0.01% | Reduce -9.0% | 12,546 | $4.0M |
| Virtu Financial LLC | 0.30% | Add +164.0% | 12,491 | $4.0M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -28.0% | 12,438 | $3.9M |
| Macquarie Group Ltd. | 0.00% | Add +25.6% | 12,380 | $3.9M |
| Jacobs Levy Equity Management, Inc. | 0.02% | New | 12,301 | $3.9M |
| Regatta Capital Group, LLC | 0.87% | Add +1.1% | 12,190 | $3.9M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Reduce -4.2% | 12,177 | $3.9M |
| Sheets Smith Wealth Management | 0.43% | Add +0.8% | 12,150 | $3.9M |
| Creative Planning | 0.00% | Add +1.1% | 12,096 | $3.8M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -22.2% | 12,048 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +403.1% | 12,045 | $3.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.18% | Add +0.5% | 12,042 | $3.8M |
| Cunning Capital Partners, LP | 2.11% | No change | 12,000 | $3.8M |
| Walleye Capital LLC | 0.05% | New | 11,975 | $3.8M |
| Centric Wealth Management | 1.20% | Add +1.8% | 13,189 | $3.8M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -4.2% | 11,837 | $3.8M |
| Martin Capital Advisors, LLP | 2.94% | Reduce -0.3% | 11,821 | $3.8M |
| IFM Investors Pty Ltd | 0.04% | New | 11,774 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +63.3% | 11,683 | $3.7M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -0.4% | 11,383 | $3.6M |
| Tocqueville Asset Management L.P. | 0.06% | Add +4.0% | 11,326 | $3.6M |
| Vinva Investment Management Ltd | 0.20% | New | 11,284 | $3.6M |
| Xponance LLC | 0.04% | Add +30.8% | 11,212 | $3.6M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.10% | Reduce -30.7% | 11,020 | $3.5M |
| Utah Retirement Systems | 0.04% | No change | 10,988 | $3.5M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -1.3% | 10,952 | $3.5M |
| GMO | 0.01% | Add +83.8% | 10,595 | $3.4M |
| Twin Capital Management Inc. | 0.41% | Reduce -7.7% | 10,462 | $3.3M |
| Stonebridge Capital Management Inc. | 1.48% | Reduce -0.6% | 10,460 | $3.3M |
| Formidable Asset Management, LLC | 0.54% | Reduce -15.1% | 10,423 | $3.3M |
| Empowered Funds, LLC | 0.06% | Reduce -16.4% | 10,319 | $3.3M |
| Vision Capital Management, Inc. | 0.48% | Reduce -1.1% | 10,212 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -37.0% | 10,083 | $3.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 9,896 | $3.1M |
| Valley National Advisers Inc. | 0.46% | Reduce -6.5% | 9,685 | $3.1M |
| GHP Investment Advisors, Inc. | 0.15% | Add +4.0% | 9,591 | $3.0M |
| Ontario Teachers Pension Plan Board | 0.03% | Reduce -22.6% | 9,576 | $3.0M |
| Roberts Wealth Advisors, LLC | 1.13% | Reduce -0.7% | 10,515 | $3.0M |
| DNB Asset Management AS | 0.02% | New | 9,506 | $3.0M |
| Simplex Trading, LLC | 0.09% | New | 9,507 | $3.0M |
| Concord Wealth Partners | 0.53% | New | 9,289 | $2.9M |
| Concord Asset Management, LLC | 0.77% | New | 9,256 | $2.9M |
| Range Financial Group LLC | 1.52% | Reduce -1.6% | 9,189 | $2.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Add +132.9% | 9,147 | $2.9M |
| Level Four Advisory Services, LLC | 0.16% | Add +4.0% | 14,385 | $2.9M |
| Parsons Capital Management Inc. | 0.20% | Add +4.7% | 9,124 | $2.9M |
| National Bank of Canada | 0.01% | Reduce -42.7% | 9,086 | $2.9M |
| Alberta Investment Management Corp | 0.03% | No change | 9,000 | $2.9M |
| Gleason Group, Inc. | 0.60% | Add +0.4% | 8,969 | $2.8M |
| Hunter Associates Investment Management LLC | 0.48% | Add +11.9% | 8,907 | $2.8M |
| Stratos Wealth Advisors, LLC | 0.17% | Add +0.3% | 8,912 | $2.8M |
| Chartwell Investment Partners, LLC | 0.10% | New | 8,680 | $2.8M |
| Cascade Investment Advisors, Inc. | 1.79% | Reduce -5.7% | 8,642 | $2.7M |
| Vestcor Inc | 0.09% | Reduce -50.6% | 8,593 | $2.7M |
| Bank of Stockton | 0.84% | Reduce -0.1% | 8,521 | $2.7M |
| Occidental Asset Management, LLC | 0.50% | Add +25.9% | 8,390 | $2.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -51.5% | 8,355 | $2.7M |
| Martingale Asset Management L P | 0.05% | Reduce -13.2% | 8,352 | $2.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -2.1% | 8,326 | $2.6M |
| Caxton Associates LP | 0.18% | Add +66.1% | 8,266 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.0% | 8,183 | $2.6M |
| Cibc World Market Inc. | 0.01% | New | 8,116 | $2.6M |
| Foster & Motley Inc. | 0.17% | Reduce -5.6% | 7,993 | $2.5M |
| Ossiam | 0.04% | Add +50.9% | 7,926 | $2.5M |
| Tidal Investments LLC | 0.04% | Reduce -11.2% | 7,925 | $2.5M |
| Donald L. Hagan, LLC | 1.33% | Reduce -25.4% | 7,919 | $2.5M |
| Goodman Advisory Group, LLC | 0.79% | Reduce -10.3% | 7,796 | $2.5M |
| Quantinno Capital Management LP | 0.05% | Add +34.8% | 7,383 | $2.3M |
| Legacy Bridge, LLC | 1.36% | No change | 7,348 | $2.3M |
| Shulman DeMeo Asset Management LLC | 0.62% | Reduce -0.7% | 7,315 | $2.3M |
| Sei Investments Co. | 0.00% | Add +28.8% | 7,281 | $2.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | New | 7,275 | $2.3M |
| Symmetry Partners, LLC | 0.18% | Add +2.6% | 7,261 | $2.3M |
| Abacus FCF Advisors LLC | 0.57% | Add +7.8% | 7,218 | $2.3M |
| Greatmark Investment Partners, Inc. | 0.33% | Reduce -0.6% | 7,174 | $2.3M |
| New York Life Investment Management LLC | 0.02% | Add +0.8% | 7,150 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.0% | 7,034 | $2.2M |
| State of Alaska, Department of Revenue | 0.03% | Add +0.4% | 6,957 | $2.2M |
| Paragon Capital Management Inc. | 1.64% | New | 6,890 | $2.2M |
| Armistice Capital, LLC | 0.06% | Add +17.3% | 6,822 | $2.2M |
| Stiles Financial Services Inc | 0.86% | Add +1.9% | 6,773 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | New | 6,738 | $2.1M |
| PKO Investment Management Joint-Stock Co | 0.25% | Add +34.0% | 6,700 | $2.1M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -9.5% | 6,723 | $2.1M |
| Penserra Capital Management LLC | 0.03% | Reduce -17.1% | 6,631 | $2.1M |
| Basepoint Wealth LLC | 1.54% | Reduce -14.6% | 6,465 | $2.1M |
| Gulf International Bank (UK) Ltd | 0.05% | New | 6,464 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -47.3% | 16,370 | $2.0M |
| Precedent Wealth Partners, LLC | 0.87% | Add +6.2% | 6,405 | $2.0M |
| Tilia Fiduciary Partners, Inc. | 1.63% | Reduce -9.6% | 6,312 | $2.0M |
| Entropy Technologies, LP | 0.21% | New | 6,281 | $2.0M |
| Alaska Permanent Fund Corp | 0.03% | Reduce -60.0% | 6,200 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -16.8% | 6,114 | $1.9M |
| Shell Asset Management Co. | 0.09% | Add +3.7% | 6,828 | $1.9M |
| Wolverine Trading, LLC | 0.02% | Add +223.0% | 6,001 | $1.9M |
| Chase Investment Counsel Corp. | 0.71% | No change | 6,000 | $1.9M |
| Cutler Group LLC / CA | 0.96% | Reduce -65.7% | 5,997 | $1.9M |
| North Star Investment Management Corp. | 0.14% | No change | 5,966 | $1.9M |
| Promethos Capital, LLC | 1.09% | No change | 5,874 | $1.9M |
| Pearl River Capital, LLC | 0.29% | New | 5,842 | $1.9M |
| Albion Financial Group | 0.14% | Reduce -36.2% | 5,730 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | New | 5,640 | $1.8M |
| Ironwood Investment Management LLC | 0.87% | Reduce -1.8% | 5,627 | $1.8M |
| CWA Asset Management Group, LLC | 0.11% | New | 5,583 | $1.8M |
| Berkeley, Inc | 1.06% | Reduce -1.2% | 5,538 | $1.8M |
| Ritholtz Wealth Management | 0.06% | Add +72.6% | 5,493 | $1.7M |
| Fulton Bank, N.A. | 0.07% | Add +2.2% | 5,464 | $1.7M |
| Transatlantique Private Wealth LLC | 0.76% | Reduce -14.5% | 5,462 | $1.7M |
| Bayesian Capital Management, LP | 0.17% | New | 5,441 | $1.7M |
| Eukles Asset Management | 0.74% | Add +0.1% | 5,353 | $1.7M |
| Securian Asset Management, Inc. | 0.05% | Reduce -2.2% | 5,321 | $1.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -18.4% | 5,320 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -27.0% | 5,216 | $1.7M |
| Signature Wealth Management Group | 0.75% | Reduce -22.2% | 5,909 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +38.4% | 5,170 | $1.6M |
| Round Hill Asset Management | 0.99% | Reduce -32.4% | 5,145 | $1.6M |
| Strategic Investment Advisors / MI | 0.21% | Reduce -2.7% | 5,131 | $1.6M |
| Mogy Joel R Investment Counsel Inc. | 0.11% | No change | 5,100 | $1.6M |
| Great Lakes Advisors, LLC | 0.01% | Add +83.7% | 5,057 | $1.6M |
| GS Investments, Inc. | 0.77% | Reduce -18.6% | 4,997 | $1.6M |
| Venturi Wealth Management, LLC | 0.10% | Reduce -22.6% | 4,978 | $1.6M |
| Mariner, LLC | 0.00% | Add +1.6% | 4,770 | $1.5M |
| TD Asset Management Inc | 0.00% | New | 4,707 | $1.5M |
| JGP Wealth Management, LLC | 0.21% | Reduce -18.5% | 4,664 | $1.5M |
| Speece Thorson Capital Group Inc. | 0.28% | Reduce -89.1% | 4,528 | $1.4M |
| Klein Pavlis & Peasley Financial, Inc. | 1.29% | Reduce -36.2% | 4,500 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +9.6% | 4,456 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | No change | 4,973 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Add +144.5% | 4,370 | $1.4M |
| MAI Capital Management | 0.01% | Add +52.5% | 4,363 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +16.4% | 4,308 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | New | 4,300 | $1.4M |
| Parallax Volatility Advisers, L.P. | 0.04% | New | 4,228 | $1.3M |
| Jefferies Financial Group Inc. | 0.03% | New | 4,215 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.6% | 4,248 | $1.3M |
| Westwood Holdings Group Inc. | 0.01% | New | 4,211 | $1.3M |
| Daiwa Securities Group Inc. | 0.01% | New | 4,200 | $1.3M |
| Plato Investment Management Ltd | 0.14% | Add +4136.7% | 4,152 | $1.3M |
| Assenagon Asset Management S.A. | 0.00% | New | 4,147 | $1.3M |
| STRS Ohio | 0.01% | Reduce -33.9% | 4,096 | $1.3M |
| E Fund Management Co., Ltd. | 0.08% | New | 4,057 | $1.3M |
| Commerce Bank | 0.01% | Add +0.1% | 4,043 | $1.3M |
| QRG Capital Management, Inc. | 0.02% | Reduce -29.1% | 4,037 | $1.3M |
| Norden Group LLC | 0.26% | Add +42.9% | 4,033 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 4,026 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -39.6% | 4,004 | $1.3M |
| Schnieders Capital Management LLC | 0.26% | No change | 3,998 | $1.3M |
| Private Advisory Group LLC | 0.18% | Add +1.4% | 3,874 | $1.2M |
| LRT Capital Management, LLC | 1.10% | Reduce -55.1% | 3,838 | $1.2M |
| Paloma Partners Management Co | 0.25% | New | 3,801 | $1.2M |
| Nordea Investment Management AB | 0.00% | Reduce -96.0% | 3,760 | $1.2M |
| Nomura Holdings Inc. | 0.01% | New | 3,770 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +2.4% | 3,753 | $1.2M |
| Alliance Wealth Advisors, LLC | 0.36% | Add +15.1% | 3,750 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | — | 3,737 | $1.2M |
| Prairiewood Capital, LLC | 0.54% | Reduce -10.3% | 3,598 | $1.1M |
| WINTON GROUP Ltd | 0.08% | Add +86.4% | 3,529 | $1.1M |
| Atlas Capital Advisors Inc. | 0.17% | Reduce -0.7% | 3,510 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 3,462 | $1.1M |
| Elevated Capital Advisors, LLC | 0.31% | Reduce -4.2% | 3,425 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -91.3% | 3,363 | $1.1M |
| Brighton Jones LLC | 0.04% | Reduce -0.2% | 3,332 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.3% | 3,265 | $1.0M |
| Burton Enright Welch | 0.25% | Reduce -3.4% | 3,257 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -61.0% | 3,250 | $1.0M |
| MBB Public Markets I LLC | 0.07% | New | 3,224 | $1.0M |
| Panagora Asset Management Inc. | 0.01% | No change | 3,180 | $1.0M |
| L2 Asset Management, LLC | 0.33% | Add +10.4% | 3,169 | $1.0M |
| Greenleaf Trust | 0.01% | Reduce -1.4% | 3,149 | $1000K |
| RFG Advisory, LLC | 0.03% | Reduce -0.1% | 3,109 | $987K |
| Mount Vernon Associates Inc. | 0.84% | No change | 3,100 | $984K |
| Westmount Partners, LLC | 0.35% | Add +0.1% | 3,092 | $982K |
| Bank of Nova Scotia | 0.00% | New | 3,083 | $979K |
| Raymond James Trust N.A. | 0.02% | Reduce -9.7% | 3,042 | $966K |
| Empirical Finance, LLC | 0.06% | No change | 3,039 | $965K |
| WESPAC Advisors, LLC | 0.55% | Add +9.4% | 2,991 | $950K |
| Synovus Financial Corp. | 0.01% | Add +0.4% | 2,962 | $941K |
| Park Avenue Securities LLC | 0.01% | Add +10.1% | 2,956 | $939K |
| NewEdge Advisors, LLC | 0.01% | Add +50.7% | 2,947 | $936K |
| Brown Advisory Inc. | 0.00% | Add +3.9% | 2,901 | $921K |
| Virtue Capital Management, LLC | 0.16% | Add +5.4% | 3,153 | $912K |
| Cadence Bank | 0.07% | Add +0.3% | 2,854 | $906K |
| Inspire Investing, LLC | 0.09% | New | 2,808 | $892K |
| Roberts Capital Advisors, LLC | 0.85% | — | 2,798 | $888K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 2,758 | $876K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +88.8% | 2,749 | $873K |
| Burney Co./ | 0.03% | Reduce -24.5% | 2,730 | $867K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -80.8% | 2,727 | $866K |
| Shelton Capital Management | 0.02% | Reduce -2.1% | 2,709 | $860K |
| E. Ohman J:or Asset Management AB | 0.02% | New | 2,700 | $857K |
| Renasant Bank | 0.60% | Reduce -5.5% | 2,674 | $849K |
| TFG Advisers LLC | 0.33% | Add +0.8% | 2,663 | $846K |
| Modern Wealth Management, LLC | 0.08% | New | 2,646 | $840K |
| Cooper Financial Group | 0.14% | Reduce -0.8% | 2,639 | $838K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.6% | 2,591 | $823K |
| Profund Advisors LLC | 0.03% | Add +21.9% | 2,536 | $805K |
| Alexander Labrunerie & Co., Inc. | 0.46% | — | 2,533 | $804K |
| SkyView Investment Advisors, LLC | 0.15% | New | 2,525 | $802K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.9% | 2,513 | $798K |
| Patten & Patten Inc. | 0.06% | No change | 2,507 | $796K |
| MainStreet Investment Advisors LLC | 0.10% | Reduce -7.6% | 2,503 | $795K |
| Taurus Asset Management, LLC | 0.08% | No change | 2,500 | $794K |
| Ballentine Partners, LLC | 0.02% | Add +11.7% | 2,499 | $794K |
| Cibc World Markets Corp. | 0.01% | New | 2,495 | $792K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | New | 2,493 | $792K |
| CreativeOne Wealth, LLC | 0.03% | Add +82.0% | 2,483 | $788K |
| Jump Financial, LLC | 0.02% | New | 2,480 | $787K |
| Prospera Financial Services Inc | 0.02% | Reduce -7.8% | 2,462 | $782K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +4.0% | 2,454 | $779K |
| Metis Global Partners, LLC | 0.03% | New | 2,447 | $777K |
| Buttonwood Financial Advisors Inc. | 0.36% | Reduce -9.1% | 2,438 | $774K |
| CSS LLC | 0.19% | Reduce -4.0% | 2,400 | $762K |
| Csenge Advisory Group | 0.04% | Reduce -23.5% | 2,362 | $750K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.5% | 2,345 | $745K |
| Signaturefd, LLC | 0.02% | Add +9.0% | 2,344 | $744K |
| Graypoint LLC | 0.05% | Add +91.3% | 2,302 | $731K |
| Principal Securities, Inc. | 0.02% | Reduce -14.3% | 2,283 | $725K |
| CI Investments Inc. | 0.00% | Reduce -26.0% | 2,272 | $721K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.2% | 2,256 | $716K |
| Naples Global Advisors, LLC | 0.07% | Reduce -0.5% | 2,254 | $716K |
| MWA Asset Management | 0.52% | Reduce -12.1% | 2,241 | $712K |
| Mirabella Financial Services LLP | 0.05% | New | 2,237 | $710K |
| Scotia Capital Inc. | 0.00% | Reduce -2.9% | 2,216 | $704K |
| Centiva Capital, LP | 0.04% | Add +57.5% | 2,196 | $697K |
| Choate Investment Advisors | 0.02% | No change | 2,183 | $693K |
| Counterpoint Mutual Funds LLC | 0.17% | New | 2,139 | $679K |
| Sherbrooke Park Advisers LLC | 0.13% | New | 2,130 | $676K |
| Three Seasons Wealth, LLC | 0.47% | New | 2,167 | $672K |
| Lindenwold Advisors, INC | 0.36% | Reduce -1.0% | 2,106 | $669K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +18.6% | 2,103 | $668K |
| AMG National Trust Bank | 0.02% | Add +10.1% | 2,092 | $664K |
| McBroom & Associates, LLC | 0.44% | Add +0.1% | 2,090 | $664K |
| Ethic Inc. | 0.02% | Reduce -13.3% | 2,056 | $653K |
| Paragon Capital Management Ltd | 0.12% | Add +0.2% | 2,037 | $647K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -4.3% | 2,023 | $642K |
| Grey Street Capital, LLC | 0.09% | New | 2,013 | $639K |
| Wendell David Associates Inc. | 0.06% | Add +0.7% | 2,013 | $639K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.16% | No change | 2,000 | $635K |
| CENTRAL TRUST Co | 0.02% | No change | 1,958 | $622K |
| Cambria Investment Management, L.P. | 0.04% | Reduce -7.6% | 1,926 | $612K |
| PFG Investments, LLC | 0.04% | Add +19.0% | 1,916 | $608K |
| SkyOak Wealth, LLC | 0.14% | Reduce -8.1% | 1,894 | $601K |
| Center For Asset Management LLC | 0.49% | Reduce -3.4% | 1,873 | $595K |
| Bailard, Inc. | 0.02% | New | 1,871 | $594K |
| CIBC Asset Management Inc | 0.00% | No change | 1,865 | $592K |
| Wilmington Savings Fund Society, FSB | 0.02% | — | 1,863 | $592K |
| Fulcrum Capital LLC | 0.14% | No change | 1,860 | $591K |
| First Citizens Bank & Trust Co. | 0.01% | Add +3.0% | 1,837 | $583K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -5.9% | 1,807 | $574K |
| Vaughan David Investments LLC | 0.01% | No change | 1,800 | $572K |
| CHICAGO TRUST Co NA | 0.12% | New | 1,795 | $570K |
| Duality Advisers, LP | 0.05% | Reduce -89.0% | 1,742 | $553K |
| Absher Wealth Management, LLC | 0.08% | Reduce -1.1% | 1,709 | $543K |
| Checchi Capital Advisers, LLC | 0.04% | No change | 1,684 | $535K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +5.6% | 1,669 | $530K |
| Lisanti Capital Growth, LLC | 0.13% | New | 1,630 | $518K |
| Accuvest Global Advisors | 0.22% | No change | 1,598 | $507K |
| Two Sigma Securities, LLC | 0.02% | New | 1,584 | $503K |
| Brevan Howard Capital Management LP | 0.05% | New | 1,564 | $497K |
| Confluence Wealth Services, Inc. | 0.04% | No change | 1,558 | $495K |
| Wambolt & Associates, LLC | 0.15% | New | 1,567 | $493K |
| Kaizen Financial Strategies | 0.33% | New | 1,545 | $491K |
| Resonant Capital Advisors, LLC | 0.04% | New | 1,544 | $490K |
| Jeppson Wealth Management, LLC | 0.19% | Reduce -1.8% | 1,535 | $487K |
| Ignite Planners, LLC | 0.14% | Reduce -0.3% | 1,546 | $487K |
| Lido Advisors, LLC | 0.00% | Add +6.9% | 1,533 | $487K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.4% | 1,510 | $480K |
| Gateway Wealth Partners, LLC | 0.17% | No change | 1,500 | $476K |
| Alpha Omega Wealth Management LLC | 0.09% | Reduce -14.5% | 1,500 | $476K |
| Isthmus Partners, LLC | 0.05% | Reduce -4.8% | 1,496 | $475K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,477 | $469K |
| Keybank National Association | 0.00% | No change | 1,473 | $468K |
| Evergreen Capital Management LLC | 0.02% | Add +4.2% | 1,462 | $464K |
| Greenwood Capital Associates LLC | 0.06% | No change | 1,455 | $462K |
| Seven Mile Advisory | 0.35% | Add +0.1% | 1,439 | $457K |
| Trajan Wealth LLC | 0.03% | — | 1,427 | $453K |
| Genus Capital Management Inc. | 0.06% | — | 1,421 | $451K |
| Gsa Capital Partners LLP | 0.04% | Reduce -15.1% | 1,413 | $449K |
| Denali Advisors LLC | 0.13% | Reduce -30.0% | 1,403 | $445K |
| Handelsinvest Investeringsforvaltning | 0.21% | Reduce -34.2% | 1,400 | $445K |
| Degroof Petercam Asset Management | 0.01% | New | 1,400 | $445K |
| Balanced Rock Investment Advisors LLC | 0.38% | Reduce -26.0% | 1,399 | $444K |
| CoreCap Advisors, LLC | 0.02% | Reduce -7.3% | 1,381 | $439K |
| Brown Capital Management LLC | 0.01% | No change | 1,376 | $437K |
| Trust Point Inc. | 0.03% | Add +0.6% | 1,367 | $434K |
| Parallel Advisors, LLC | 0.01% | Add +2.8% | 1,362 | $432K |
| First Trust Direct Indexing L.P. | 0.03% | Add +0.3% | 1,361 | $432K |
| Lincoln National Corp. | 0.01% | New | 1,342 | $426K |
| Proficio Capital Partners LLC | 0.05% | Add +6.1% | 1,320 | $419K |
| Focus Partners Wealth | 0.00% | New | 1,318 | $419K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -1.9% | 1,318 | $419K |
| Portside Wealth Group, LLC | 0.08% | Add +6.1% | 1,317 | $418K |
| Quadrant Capital Group LLC | 0.03% | Add +3.5% | 1,313 | $417K |
| Saxon Interests, Inc. | 0.20% | Reduce -2.5% | 1,309 | $416K |
| Dorsey Wright & Associates | 0.11% | New | 1,305 | $414K |
| Plimoth Trust Co. LLC | 0.11% | No change | 1,285 | $408K |
| Centennial Bank | 0.20% | No change | 1,255 | $399K |
| Klingman & Associates, LLC | 0.03% | Reduce -2.8% | 1,253 | $398K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -18.0% | 1,280 | $397K |
| Smithbridge Asset Management Inc. | 0.08% | Reduce -8.1% | 1,250 | $397K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 1,240 | $394K |
| Syverson Strege & Co | 0.14% | Add +0.6% | 1,227 | $390K |
| Motley Fool Asset Management LLC | 0.03% | Add +4.4% | 1,225 | $389K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.7% | 1,206 | $383K |
| Bleakley Financial Group, LLC | 0.01% | Add +6.3% | 1,199 | $381K |
| Simplicity Wealth,LLC | 0.01% | New | 1,199 | $381K |
| Glenview Trust Co | 0.01% | Add +1.4% | 1,186 | $377K |
| Ascent Group, LLC | 0.03% | Reduce -10.0% | 1,184 | $376K |
| Florida Financial Advisors, LLC | 0.28% | New | 1,182 | $375K |
| Hanseatic Management Services Inc. | 0.57% | Add +383.2% | 1,179 | $374K |
| NorthRock Partners, LLC | 0.01% | Reduce -6.6% | 1,177 | $374K |
| IFP Advisors, Inc | 0.02% | Add +18.9% | 1,166 | $371K |
| CPC Advisors, LLC | 0.06% | New | 1,143 | $363K |
| Sigma Planning Corp | 0.01% | New | 1,138 | $362K |
| Pitcairn Co. | 0.02% | Add +9.5% | 1,132 | $359K |
| Dark Forest Capital Management LP | 0.06% | New | 1,131 | $359K |
| Occudo Quantitative Strategies LP | 0.06% | New | 1,129 | $358K |
| Prelude Capital Management, LLC | 0.02% | New | 1,127 | $358K |
| American Money Management, LLC | 0.07% | Add +0.5% | 1,125 | $357K |
| Edmp, Inc. | 0.30% | No change | 1,118 | $355K |
| Mgo One Seven LLC | 0.02% | Reduce -23.2% | 1,113 | $353K |
| Claret Asset Management Corp | 0.06% | Reduce -7.3% | 1,113 | $353K |
| Wedbush Securities Inc. | 0.01% | New | 1,111 | $353K |
| Gallacher Capital Management LLC | 0.18% | Reduce -45.3% | 1,107 | $352K |
| Rebalance, LLC | 0.03% | No change | 1,090 | $346K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 1,087 | $345K |
| Leo Wealth, LLC | 0.03% | Reduce -0.1% | 1,083 | $341K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.4% | 1,073 | $341K |
| Strategic Blueprint, LLC | 0.02% | Add +4.9% | 1,054 | $335K |
| Astoria Portfolio Advisors LLC. | 0.13% | Reduce -4.0% | 1,149 | $331K |
| Benchmark Financial Wealth Advisors, LLC | 0.13% | New | 1,035 | $329K |
| Larson Financial Group LLC | 0.03% | Add +71.7% | 1,032 | $328K |
| Investment Partners Asset Management, Inc. | 0.29% | Reduce -10.0% | 1,021 | $324K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -11.1% | 1,013 | $322K |
| Hyperion Capital Advisors LP | 0.15% | New | 1,010 | $321K |
| Oxford Asset Management LLP | 0.36% | New | 1,005 | $319K |
| BTC Capital Management, Inc. | 0.03% | — | 1,005 | $319K |
| Olympiad Research LP | 0.21% | Reduce -40.0% | 1,004 | $319K |
| Indiana Trust & Investment Management Co | 0.13% | No change | 1,000 | $318K |
| RBF Capital, LLC | 0.02% | No change | 1,000 | $318K |
| Investment Management Corp of Ontario | 0.01% | New | 1,000 | $318K |
| Sapient Capital LLC | 0.01% | No change | 1,000 | $318K |
| Intech Investment Management LLC | 0.00% | New | 988 | $314K |
| Thrive Capital Management, LLC | 0.17% | New | 977 | $310K |
| Catalina Capital Group, LLC | 0.13% | New | 972 | $309K |
| Roanoke Asset Management Corp./ NY | 0.10% | New | 950 | $302K |
| King Luther Capital Management Corp. | 0.00% | New | 951 | $302K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -14.6% | 942 | $299K |
| Abacus Planning Group, Inc. | 0.06% | Reduce -7.7% | 936 | $297K |
| High Note Wealth, LLC | 0.10% | New | 935 | $297K |
| Intrust Bank NA | 0.03% | Reduce -10.5% | 923 | $293K |
| Geneos Wealth Management Inc. | 0.01% | No change | 917 | $291K |
| Canopy Partners, LLC | 0.14% | New | 916 | $291K |
| Silverlake Wealth Management LLC | 0.15% | New | 900 | $286K |
| UniSuper Management Pty Ltd | 0.00% | New | 900 | $286K |
| Tiemann Investment Advisors, LLC | 0.12% | New | 880 | $279K |
| Avior Wealth Management, LLC | 0.01% | New | 869 | $276K |
| Intrua Financial, LLC | 0.04% | New | 866 | $275K |
| Cahaba Wealth Management, Inc. | 0.03% | New | 866 | $275K |
| Choreo, LLC | 0.01% | New | 862 | $273K |
| Arden Trust Co | 0.04% | New | 861 | $273K |
| Paulson Wealth Management Inc. | 0.08% | New | 858 | $272K |
| Ehrlich Financial Group | 0.23% | New | 857 | $272K |
| Eagle Harbor Asset Management Inc. | 0.29% | Reduce -51.6% | 852 | $271K |
| Bangor Savings Bank | 0.03% | Reduce -0.6% | 848 | $269K |
| New Vernon Capital Holdings II LLC | 0.14% | Reduce -80.4% | 838 | $266K |
| Regions Financial Corp. | 0.00% | New | 838 | $266K |
| Freedom Investment Management, Inc. | 0.02% | New | 832 | $264K |
| Linden Thomas Advisory Services, LLC | 0.04% | Reduce -33.5% | 832 | $264K |
| Fifth Third Bancorp | 0.00% | Add +47.6% | 828 | $263K |
| Kapitalo Investimentos Ltda | 0.06% | Reduce -51.0% | 826 | $262K |
| Private Trust Co. NA | 0.03% | Add +9.6% | 825 | $262K |
| Adero Partners, LLC | 0.02% | New | 816 | $259K |
| Pflug Koory, LLC | 0.02% | No change | 811 | $258K |
| Clarius Group, LLC | 0.02% | New | 811 | $258K |
| Crestone Asset Management LLC | 0.05% | New | 798 | $253K |
| Empirical Asset Management, LLC | 0.12% | New | 795 | $253K |
| Aviance Capital Partners, LLC | 0.04% | Reduce -87.2% | 791 | $251K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -53.1% | 789 | $250K |
| Ieq Capital, LLC | 0.00% | New | 786 | $250K |
| Aptus Capital Advisors, LLC | 0.01% | New | 784 | $249K |
| Spire Wealth Management | 0.00% | Reduce -14.8% | 776 | $247K |
| Abbrea Capital, LLC | 0.03% | New | 775 | $246K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 772 | $245K |
| Impact Partnership Wealth, LLC | 0.10% | Add +35.0% | 771 | $245K |
| Moneco Advisors, LLC | 0.04% | New | 765 | $243K |
| Foundry Partners, LLC | 0.01% | New | 763 | $242K |
| TFB Advisors LLC | 0.09% | New | 849 | $241K |
| Leavell Investment Management, Inc. | 0.01% | New | 756 | $240K |
| Covenant Asset Management, LLC | 0.06% | New | 755 | $240K |
| Quantum Financial Advisors, LLC | 0.04% | New | 754 | $239K |
| Lake Street Advisors Group, LLC | 0.01% | New | 752 | $239K |
| First Interstate Bank | 0.02% | New | 750 | $238K |
| GeoWealth Management, LLC | 0.01% | New | 747 | $237K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -29.1% | 747 | $237K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +183.3% | 745 | $237K |
| Caprock Group, LLC | 0.01% | New | 738 | $234K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 738 | $234K |
| Independent Financial Group, LLC | 0.01% | Reduce -43.8% | 736 | $234K |
| Community Bank & Trust, Waco, Texas | 0.06% | New | 735 | $233K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.3% | 730 | $232K |
| First Western Trust Bank | 0.01% | New | 722 | $229K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 720 | $229K |
| One Wealth Advisors, LLC | 0.04% | New | 719 | $228K |
| Horizon Investment Services, LLC | 0.11% | New | 717 | $228K |
| Harfst & Associates, Inc. | 0.05% | New | 712 | $226K |
| DGS Capital Management, LLC | 0.06% | New | 709 | $225K |
| BayBridge Capital Group, LLC | 0.20% | New | 801 | $224K |
| Sheridan Capital Management, LLC | 0.17% | New | 706 | $224K |
| Clark Asset Management, LLC | 0.07% | New | 703 | $223K |
| Moseley Investment Management Inc. | 0.11% | New | 702 | $223K |
| Phillips Wealth Planners LLC | 0.26% | Reduce -27.1% | 786 | $222K |
| Waterloo Capital, L.P. | 0.03% | Reduce -55.8% | 685 | $217K |
| Bison Wealth, LLC | 0.04% | Reduce -40.5% | 684 | $217K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | New | 681 | $216K |
| Compound Planning, Inc. | 0.02% | New | 681 | $216K |
| Seeds Investor LLC | 0.20% | New | 676 | $215K |
| Cigna Investments Inc. | 0.04% | New | 672 | $214K |
| Cullen Investment Group, LTD. | 0.03% | New | 670 | $208K |
| EP Wealth Advisors, LLC | 0.00% | New | 654 | $208K |
| Baker Avenue Asset Management, LP | 0.01% | New | 653 | $207K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 650 | $206K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -55.5% | 719 | $205K |
| Beacon Bank & Trust | 0.05% | New | 644 | $204K |
| Snowden Capital Advisors LLC | 0.01% | New | 644 | $204K |
| Evercore Wealth Management, LLC | 0.00% | New | 643 | $204K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 642 | $204K |
| Wealthfront Advisers LLC | 0.00% | New | 641 | $204K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 1,309 | $203K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -79.4% | 636 | $202K |
| GAMMA Investing LLC | 0.04% | Add +12.6% | 634 | $201K |
| HighPoint Advisor Group LLC | 0.01% | New | 638 | $201K |
| Tiaa Trust, National Association | 0.00% | New | 633 | $201K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 633 | $201K |
| Essex Private Wealth Management, LLC | 0.57% | New | 632 | $201K |
| Banque Cantonale Vaudoise | 0.01% | Add +9.6% | 617 | $196K |
| Colonial Trust Co / SC | 0.03% | No change | 489 | $155K |
| Bessemer Group Inc. | 0.00% | Add +374.8% | 489 | $155K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -10.5% | 526 | $151K |
| Janiczek Wealth Management, LLC | 0.03% | Reduce -1.0% | 475 | $151K |
| Global Retirement Partners, LLC | 0.01% | Reduce -19.8% | 457 | $145K |
| Tobam | 0.01% | New | 436 | $138K |
| Nvwm, LLC | 0.04% | No change | 425 | $135K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 408 | $130K |
| Archer Investment Corp | 0.04% | New | 400 | $127K |
| DT Investment Partners, LLC | 0.01% | No change | 400 | $127K |
| Asset Dedication, LLC | 0.01% | No change | 400 | $127K |
| Huntington National Bank | 0.00% | Add +11.8% | 360 | $114K |
| Quent Capital, LLC | 0.01% | Add +19.7% | 358 | $114K |
| First Command Advisory Services, Inc. | 0.00% | New | 585 | $107K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -32.8% | 318 | $101K |
| Evermay Wealth Management LLC | 0.01% | No change | 300 | $95K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 298 | $95K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +4.6% | 297 | $94K |
| Anchor Investment Management, LLC | 0.01% | No change | 275 | $87K |
| Allworth Financial LP | 0.00% | Add +49.4% | 257 | $82K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -50.0% | 250 | $79K |
| Lindbrook Capital, LLC | 0.01% | Add +2.2% | 236 | $75K |
| First Horizon Advisors, Inc. | 0.00% | No change | 230 | $73K |
| Leonteq Securities AG | 0.01% | New | 219 | $70K |
| Blue Trust, Inc. | 0.00% | Reduce -48.3% | 211 | $67K |
| Front Row Advisors LLC | 0.02% | Add +109.0% | 209 | $66K |
| Whittier Trust Co. | 0.00% | Reduce -40.1% | 205 | $65K |
| Bogart Wealth, LLC | 0.00% | No change | 200 | $64K |
| Richardson Financial Services Inc. | 0.04% | Reduce -22.0% | 184 | $58K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -96.8% | 182 | $58K |
| Clearstead Trust, LLC | 0.01% | Reduce -61.6% | 180 | $57K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -67.0% | 172 | $55K |
| Rise Advisors, LLC | 0.03% | New | 168 | $53K |
| Credit Agricole S A | 0.00% | Add +575.0% | 189 | $53K |
| Farther Finance Advisors, LLC | 0.00% | No change | 148 | $47K |
| ORG Partners LLC | 0.09% | New | 142 | $45K |
| Bell Investment Advisors, Inc | 0.01% | No change | 134 | $43K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -5.9% | 128 | $41K |
| Quarry LP | 0.02% | Add +269.7% | 122 | $39K |
| Covestor Ltd | 0.02% | Reduce -25.8% | 112 | $35K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 109 | $34K |
| Contravisory Investment Management, Inc. | 0.01% | New | 105 | $33K |
| NFSG Corp | 0.01% | Reduce -10.3% | 104 | $33K |
| Sittner & Nelson, LLC | 0.02% | No change | 100 | $32K |
| Northwest Investment Counselors, LLC | 0.01% | New | 100 | $32K |
| HM Payson & Co. | 0.00% | No change | 100 | $32K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -67.5% | 94 | $30K |
| EntryPoint Capital, LLC | 0.03% | Add +520.0% | 93 | $30K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 83 | $26K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 83 | $26K |
| Smithfield Trust Co | 0.00% | No change | 80 | $25K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -22.7% | 75 | $24K |
| Clearstead Advisors, LLC | 0.00% | No change | 73 | $23K |
| Caitlin John, LLC | 0.02% | Reduce -24.2% | 72 | $23K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -28.0% | 72 | $23K |
| Red Tortoise LLC | 0.01% | No change | 72 | $23K |
| Rogco, LP | 0.01% | Reduce -59.2% | 71 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Add +139.3% | 67 | $21K |
| Evolution Advisers, Inc. | 0.01% | No change | 66 | $21K |
| Distillate Capital Partners LLC | 3.52% | New | 66 | $21K |
| Frazier Financial Advisors, LLC | 0.02% | Add +88.6% | 66 | $21K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 61 | $19K |
| Mechanics Financial Corp | 0.01% | Add +71.4% | 60 | $19K |
| WASHINGTON TRUST Co | 0.00% | New | 60 | $19K |
| LGT Financial Advisors LLC | 0.02% | Add +346.1% | 58 | $18K |
| UMB Bank, n.a. | 0.00% | Add +44.7% | 55 | $17K |
| Cetera Trust Company, N.A | 0.01% | No change | 52 | $17K |
| Truvestments Capital LLC | 0.01% | New | 52 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 51 | $16K |
| Sandy Spring Bank | 0.00% | No change | 49 | $16K |
| Meeder Asset Management Inc. | 0.00% | New | 48 | $15K |
| MCF Advisors LLC | 0.00% | Reduce -63.2% | 46 | $15K |
| Private Wealth Management Group, LLC | 0.01% | No change | 45 | $14K |
| Sunbelt Securities, Inc. | 0.00% | New | 42 | $13K |
| Tidemark, LLC | 0.01% | No change | 42 | $13K |
| Westside Investment Management, Inc. | 0.00% | No change | 42 | $13K |
| Manchester Capital Management LLC | 0.00% | No change | 41 | $13K |
| WealthCollab, LLC | 0.01% | No change | 37 | $12K |
| Ancora Advisors LLC | 0.00% | New | 34 | $11K |
| Arax Advisory Partners | 0.00% | Add +3.0% | 34 | $11K |
| Opal Wealth Advisors, LLC | 0.00% | New | 33 | $10K |
| Princeton Global Asset Management LLC | 0.00% | No change | 32 | $10K |
| GW&K Investment Management, LLC | 0.00% | Reduce -33.3% | 30 | $10K |
| Key Financial Inc | 0.00% | No change | 31 | $10K |
| Globeflex Capital L P | 0.00% | Reduce -99.7% | 30 | $10K |
| First United Bank & Trust | 0.00% | No change | 28 | $9K |
| Davidson Capital Management Inc. | 0.00% | Reduce -29.7% | 26 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 26 | $8K |
| Copeland Capital Management, LLC | 0.00% | No change | 24 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 23 | $7K |
| Abich Financial Wealth Management LLC | 0.01% | Add +61.5% | 21 | $7K |
| Fortitude Family Office, LLC | 0.00% | No change | 20 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 20 | $6K |
| Valued Wealth Advisors LLC | 0.00% | Add +533.3% | 19 | $6K |
| Castleview Partners, LLC | 0.00% | No change | 18 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 18 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.3% | 18 | $6K |
| LRI Investments, LLC | 0.00% | — | 16 | $5K |
| Altshuler Shaham Ltd | 0.00% | New | 16 | $5K |
| Hilltop National Bank | 0.00% | — | 15 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -6.3% | 15 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 13 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 13 | $4K |
| Sachetta, LLC | 0.00% | No change | 20 | $4K |
| Hexagon Capital Partners LLC | 0.00% | No change | 12 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 10 | $3K |
| Avion Wealth | 0.00% | No change | 9 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 9 | $3K |
| Horizon Investments, LLC | 0.00% | Add +60.0% | 8 | $3K |
| Pacific Center for Financial Services | 0.00% | New | 5 | $2K |
| Western Pacific Wealth Management, LP | 0.00% | New | 5 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 5 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| Abound Wealth Management | 0.00% | No change | 4 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 4 | $1K |
| WR Wealth Planners, LLC | 0.00% | New | 4 | $1K |
| Vima LLC | 0.00% | No change | 10 | $1K |
| Financial Management Professionals, Inc. | 0.00% | New | 3 | $1K |
| True Wealth Design, LLC | 0.00% | Add +50.0% | 3 | $953 |
| Atticus Wealth Management, LLC | 0.00% | Reduce -75.0% | 2 | $751 |
| Northwest Capital Management Inc | 0.00% | No change | 1 | $347 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 1 | $319 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 1 | $318 |
| TFO Wealth Partners, LLC | 0.00% | No change | 1 | $318 |
| State of Wyoming | 0.00% | No change | 1 | $318 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $318 |
"% of holder's portfolio" is WSM's weight in each manager's 13F, not the share of Williams-Sonoma Inc. the manager owns.