Williams-SonomaWSM
13F holders, Q2 2024 (June 30)822holders +15
100new positions
84sold out
10famous investors
$279.53avg. 13F price*
At the end of Q2 2024, 822 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings, up 15 from Q1 2024. 100 opened new positions and 84 sold out. The largest holders were BlackRock Inc. ($2.2B), Vanguard Group Inc. ($1.9B) and FMR LLC ($1.4B). 10 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.2% of Gotham Asset 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $239.3M |
| Exits | 84 | $167.2M |
All 13F filers, Q1 2024 → Q2 2024: 6,665,584 shares bought and 6,611,549 shares sold, net +54,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 822 holders
| BlackRock Inc. | 0.05% | Add +13.1% | 7,659,794 | $2.2B |
| Vanguard Group Inc. | 0.04% | Add +0.1% | 6,625,321 | $1.9B |
| FMR LLC | 0.09% | Reduce -20.4% | 5,085,364 | $1.4B |
| Aristotle Capital Management, LLC | 2.49% | Reduce -0.5% | 4,559,657 | $1.3B |
| Blackhill Capital Inc. | 68.37% | Reduce -0.0% | 3,904,214 | $1.1B |
| State Street Corp. | 0.03% | Reduce -1.9% | 2,551,786 | $720.5M |
| Leonard Green & Partners, L.P. | 9.67% | No change | 1,612,015 | $455.2M |
| Geode Capital Management, LLC | 0.03% | Add +2.3% | 1,296,015 | $365.5M |
| Invesco Ltd. | 0.08% | Reduce -9.3% | 1,260,281 | $355.9M |
| Pacer Advisors, Inc. | 0.64% | Add +28.6% | 964,910 | $272.5M |
| First Trust Advisors LP | 0.27% | Reduce -0.9% | 935,499 | $264.2M |
| Northern Trust Corp. | 0.04% | Add +8.4% | 850,834 | $240.2M |
| Capital Research Global Investors | 0.05% | Reduce -69.5% | 833,442 | $235.3M |
| Dimensional Fund Advisors LP | 0.06% | Add +5.6% | 823,692 | $232.6M |
| Norges Bank | 0.03% | Add +4.8% | 739,484 | $208.8M |
| Bank of New York Mellon Corp | 0.04% | Reduce -7.1% | 729,968 | $206.1M |
| Morgan Stanley | 0.01% | Add +8.9% | 571,237 | $161.3M |
| Principal Financial Group Inc. | 0.09% | Reduce -5.3% | 553,082 | $156.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +67.2% | 539,591 | $152.4M |
| Ameriprise Financial Inc. | 0.03% | Add +37.5% | 440,893 | $124.5M |
| Amundi | 0.05% | Add +188.4% | 436,911 | $123.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.1% | 420,129 | $118.6M |
| D. E. Shaw & Co. | 0.17% | Add +133.8% | 398,818 | $112.6M |
| Renaissance Technologies | 0.18% | Add +536.3% | 383,700 | $108.3M |
| Caisse de depot et placement du Quebec | 0.26% | Add +73.1% | 379,840 | $107.3M |
| Janus Henderson Group PLC | 0.05% | Reduce -7.3% | 322,830 | $91.2M |
| Captrust Financial Advisors | 0.28% | Reduce -56.5% | 306,527 | $86.6M |
| Legal & General Group Plc | 0.02% | Add +51.3% | 306,275 | $86.5M |
| Clark Capital Management Group, Inc. | 0.63% | Add +1.9% | 302,883 | $85.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -27.7% | 284,715 | $80.4M |
| Citigroup Inc. | 0.07% | Reduce -9.2% | 274,135 | $77.4M |
| Boston Trust Walden Corp | 0.56% | Reduce -13.9% | 269,592 | $76.1M |
| AQR Capital Management | 0.12% | Add +57.3% | 266,932 | $75.4M |
| Royal Bank of Canada | 0.02% | Add +255.5% | 258,825 | $73.1M |
| Jacobs Levy Equity Management, Inc. | 0.29% | Add +1885.1% | 244,188 | $69.0M |
| Jupiter Asset Management Ltd. | 0.63% | Add +132.7% | 235,308 | $66.4M |
| Deutsche Bank AG | 0.03% | Add +68.8% | 225,588 | $63.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -41.0% | 221,791 | $62.6M |
| Rhumbline Advisers | 0.06% | Add +11.9% | 218,101 | $61.6M |
| Assetmark, Inc. | 0.18% | Reduce -1.6% | 206,368 | $58.3M |
| Acadian Asset Management LLC | 0.18% | New | 206,213 | $58.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -2.7% | 192,076 | $54.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.26% | Add +73.4% | 380,383 | $53.7M |
| HS Management Partners, LLC | 2.83% | Reduce -6.7% | 181,514 | $51.3M |
| Swiss National Bank | 0.04% | Reduce -0.9% | 180,800 | $51.1M |
| American Century Companies Inc. | 0.03% | Reduce -22.3% | 180,752 | $51.0M |
| Nordea Investment Management AB | 0.06% | Add +4517.7% | 173,625 | $49.9M |
| Aberdeen Group plc | 0.09% | Add +8.2% | 170,185 | $48.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.2% | 165,536 | $46.7M |
| Robeco Institutional Asset Management B.V. | 0.10% | Add +88.5% | 161,883 | $45.7M |
| Moran Wealth Management, LLC | 1.49% | Reduce -4.8% | 160,761 | $45.4M |
| Wells Fargo & Company | 0.01% | Reduce -9.2% | 159,184 | $44.9M |
| Truist Financial Corp. | 0.07% | Add +4.7% | 153,491 | $43.3M |
| Select Equity Group, L.P. | 0.17% | Reduce -29.4% | 149,514 | $42.2M |
| Clearbridge Investments, LLC | 0.03% | Reduce -0.5% | 148,925 | $42.1M |
| Citadel Advisors | 0.04% | Add +4.8% | 143,960 | $40.6M |
| Victory Capital Management Inc. | 0.04% | Add +9.4% | 141,694 | $40.0M |
| UBS Group AG | 0.01% | Add +52.8% | 133,483 | $37.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.10% | Add +119.1% | 132,112 | $37.3M |
| Aviva PLC | 0.10% | Reduce -0.9% | 129,218 | $36.5M |
| ProShare Advisors LLC | 0.10% | Reduce -22.5% | 127,724 | $36.1M |
| Modera Wealth Management, LLC | 0.51% | Reduce -1.9% | 123,579 | $34.9M |
| California Public Employees Retirement System | 0.03% | Add +2.2% | 122,524 | $34.6M |
| Lazard Asset Management LLC | 0.05% | Add +150.2% | 121,158 | $34.2M |
| Retirement Systems of Alabama | 0.13% | Reduce -5.4% | 119,903 | $33.9M |
| Advisors Capital Management, LLC | 0.59% | Reduce -21.2% | 119,636 | $33.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -7.8% | 116,323 | $32.8M |
| Allianz Asset Management GmbH | 0.05% | Add +93.3% | 192,879 | $32.3M |
| Glenmede Trust Co. NA | 0.16% | Reduce -1.7% | 111,053 | $31.4M |
| Reik & Co., LLC | 8.01% | Add +96.6% | 219,576 | $31.0M |
| Franklin Resources Inc. | 0.01% | Reduce -18.6% | 107,923 | $30.5M |
| Russell Investments Group, Ltd. | 0.05% | Add +664.0% | 102,250 | $29.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -75.0% | 102,626 | $29.0M |
| BNP Paribas Financial Markets | 0.03% | Add +116.8% | 101,630 | $28.7M |
| Barclays PLC | 0.01% | Reduce -21.8% | 100,284 | $28.3M |
| California State Teachers Retirement System | 0.03% | Add +21.8% | 99,763 | $28.2M |
| Edgemoor Investment Advisors, Inc. | 2.62% | Add +0.3% | 98,765 | $27.9M |
| LSV Asset Management | 0.06% | Reduce -20.7% | 98,560 | $27.8M |
| Systematic Financial Management LP | 0.82% | Reduce -13.8% | 95,877 | $27.1M |
| Logan Capital Management Inc. | 1.12% | Reduce -1.5% | 92,098 | $26.0M |
| Bank of Montreal | 0.01% | Add +202.2% | 86,359 | $25.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Reduce -1.6% | 89,414 | $25.2M |
| Teacher Retirement System of Texas | 0.14% | Add +277.5% | 87,215 | $24.6M |
| First Long Island Investors, LLC | 2.07% | Reduce -2.4% | 86,605 | $24.5M |
| Jane Street Group, LLC | 0.03% | Add +0.9% | 86,283 | $24.4M |
| Raymond James & Associates | 0.02% | Reduce -2.6% | 84,685 | $23.9M |
| McRae Capital Management Inc. | 5.38% | Reduce -6.0% | 83,515 | $23.6M |
| Hook Mill Capital Partners, LP | 3.48% | Add +72.5% | 82,488 | $23.3M |
| New York State Teachers Retirement System | 0.05% | Add +0.2% | 82,381 | $23.3M |
| Corebridge Financial, Inc. | 0.13% | — | 81,725 | $23.1M |
| Bank of America Corp. | 0.00% | Reduce -33.3% | 79,633 | $22.5M |
| Los Angeles Capital Management LLC | 0.08% | Add +448.2% | 78,962 | $22.3M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +56.3% | 76,893 | $21.8M |
| Vest Financial, LLC | 0.52% | Add +18.6% | 76,758 | $21.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.35% | Add +438.4% | 75,844 | $21.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -10.1% | 75,821 | $21.4M |
| Rodgers Brothers Inc. | 2.84% | Reduce -2.1% | 74,390 | $21.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +18.3% | 73,379 | $20.7M |
| KBC Group NV | 0.06% | Reduce -17.5% | 69,943 | $19.8M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -2.3% | 69,179 | $19.5M |
| Illinois Municipal Retirement Fund | 0.29% | Add +122.4% | 67,467 | $19.1M |
| Vestcor Inc | 0.63% | Add +665.6% | 65,791 | $18.6M |
| Nisa Investment Advisors, LLC | 0.11% | Reduce -8.8% | 63,431 | $17.9M |
| Linscomb Wealth, Inc. | 0.92% | Reduce -4.9% | 62,624 | $17.7M |
| Korea Investment CORP | 0.04% | Add +234.2% | 62,193 | $17.6M |
| Candriam S.C.A. | 0.11% | Reduce -12.0% | 61,514 | $17.4M |
| Corient Private Wealth LP | 0.03% | Reduce -0.7% | 61,407 | $17.3M |
| Pacific Heights Asset Management LLC | 1.33% | No change | 60,000 | $16.9M |
| WINTON GROUP Ltd | 1.12% | Add +1559.0% | 58,548 | $16.5M |
| Investment House LLC | 0.91% | Reduce -0.3% | 56,794 | $16.0M |
| Sei Investments Co. | 0.02% | Add +675.8% | 56,488 | $16.0M |
| Winmill & Co. Inc. | 5.39% | No change | 55,997 | $15.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.9% | 53,835 | $15.2M |
| Meritage Portfolio Management | 0.95% | Reduce -1.2% | 53,543 | $15.1M |
| Empowered Funds, LLC | 0.26% | Add +418.2% | 53,475 | $15.1M |
| Pictet Asset Management Holding SA | 0.02% | Add +154.3% | 53,383 | $15.1M |
| Schroder Investment Management Group | 0.02% | Add +61.0% | 52,794 | $14.9M |
| Storebrand Asset Management As | 0.05% | Add +251.8% | 52,203 | $14.7M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -46.1% | 52,156 | $14.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.2% | 51,068 | $14.4M |
| Congress Asset Management Co. | 0.10% | Reduce -10.7% | 51,056 | $14.4M |
| Prudential PLC | 0.10% | Add +75.4% | 51,050 | $14.4M |
| New York State Common Retirement Fund | 0.02% | Add +1.7% | 50,637 | $14.3M |
| National Pension Service | 0.02% | New | 100,300 | $14.2M |
| Distillate Capital Partners LLC | 0.72% | — | 48,067 | $13.6M |
| Squarepoint Ops LLC | 0.05% | Reduce -30.9% | 47,216 | $13.3M |
| Man Group plc | 0.04% | Reduce -11.6% | 45,605 | $12.9M |
| Thomas Story & Son LLC | 5.49% | Reduce -0.3% | 45,032 | $12.7M |
| Treasurer of the State of North Carolina | 0.05% | Add +15.6% | 44,683 | $12.6M |
| Ensign Peak Advisors, Inc | 0.02% | Add +25.5% | 43,604 | $12.3M |
| Achmea Investment Management B.V. | 0.21% | New | 42,047 | $11.9M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -3.4% | 42,043 | $11.9M |
| Gotham Asset Management | 0.15% | Add +7.6% | 41,322 | $11.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +14.6% | 40,231 | $11.4M |
| Voya Investment Management LLC | 0.01% | Add +31.4% | 39,779 | $11.2M |
| Twinbeech Capital LP | 0.22% | New | 39,730 | $11.2M |
| Point72 Asset Management | 0.04% | New | 39,589 | $11.2M |
| Alps Advisors Inc. | 0.08% | Reduce -40.4% | 39,582 | $11.2M |
| West Coast Financial LLC | 1.29% | Reduce -24.1% | 38,659 | $10.9M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.35% | New | 37,789 | $10.7M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +130.3% | 37,616 | $10.6M |
| Bridgewater Associates | 0.05% | Reduce -41.0% | 36,457 | $10.3M |
| Prudential Financial Inc. | 0.02% | Reduce -5.3% | 35,866 | $10.1M |
| MetLife Investment Management, LLC | 0.06% | Reduce -0.0% | 35,570 | $10.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.7% | 35,498 | $10.0M |
| Coston, McIsaac & Partners | 3.15% | Reduce -0.1% | 35,337 | $10.0M |
| Brandywine Global Investment Management, LLC | 0.07% | Add +2.5% | 34,880 | $9.8M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +76.6% | 34,346 | $9.7M |
| Kensington Investment Counsel, LLC | 4.20% | Add +2.3% | 33,655 | $9.5M |
| Handelsbanken Fonder AB | 0.04% | Reduce -34.9% | 33,260 | $9.4M |
| US Bancorp \de | 0.01% | Reduce -1.3% | 32,953 | $9.3M |
| Amalgamated Bank | 0.08% | Reduce -25.0% | 32,924 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.4% | 32,349 | $9.1M |
| Twin Tree Management, LP | 0.26% | New | 31,597 | $8.9M |
| Rokos Capital Management LLP | 0.21% | New | 31,100 | $8.8M |
| Forsta Ap-Fonden | 0.08% | Reduce -24.2% | 31,000 | $8.8M |
| LPL Financial LLC | 0.00% | Add +0.3% | 30,836 | $8.7M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -2.9% | 30,495 | $8.6M |
| Ingalls & Snyder LLC | 0.37% | Reduce -2.8% | 30,310 | $8.6M |
| Intech Investment Management LLC | 0.11% | Add +2964.3% | 30,275 | $8.5M |
| Evexia Wealth LLC | 3.19% | Add +100.1% | 55,779 | $8.5M |
| Millennium Management | 0.01% | Reduce -75.9% | 29,548 | $8.3M |
| Hamilton Point Investment Advisors, LLC | 1.57% | Add +2.2% | 28,701 | $8.1M |
| Cary Street Partners Investment Advisory LLC | 0.33% | Reduce -4.0% | 28,650 | $8.1M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +6.7% | 28,609 | $8.1M |
| Grace & White Inc. | 1.53% | Add +100.0% | 57,030 | $8.1M |
| Osaic Holdings, Inc. | 0.02% | Add +2.7% | 28,349 | $8.0M |
| Glassy Mountain Advisors, Inc. | 2.97% | Reduce -1.4% | 28,332 | $8.0M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -6.7% | 28,000 | $7.9M |
| Yousif Capital Management, LLC | 0.09% | Reduce -7.5% | 27,904 | $7.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +227.5% | 27,366 | $7.7M |
| Dana Investment Advisors, Inc. | 0.26% | Reduce -3.7% | 26,845 | $7.6M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 26,750 | $7.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.62% | No change | 26,700 | $7.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -32.7% | 26,684 | $7.5M |
| Comerica Bank | 0.03% | Reduce -10.5% | 26,651 | $7.5M |
| Bokf, NA | 0.13% | Add +76.7% | 26,442 | $7.5M |
| Danske Bank A/S | 0.03% | Reduce -46.6% | 26,079 | $7.4M |
| Goelzer Investment Management, Inc. | 0.40% | Reduce -1.1% | 25,121 | $7.1M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +27.0% | 24,561 | $7.0M |
| HSBC Holdings PLC | 0.00% | Add +12.3% | 45,266 | $6.8M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -2.8% | 24,000 | $6.8M |
| Crossmark Global Holdings, Inc. | 0.13% | Add +110.9% | 47,126 | $6.7M |
| Seascape Capital Management | 2.44% | Reduce -0.6% | 23,181 | $6.5M |
| Dividend Assets Capital, LLC | 1.33% | Add +3.0% | 23,119 | $6.5M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -32.4% | 23,056 | $6.5M |
| Telos Capital Management, Inc. | 0.72% | Reduce -3.2% | 22,990 | $6.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -3.5% | 22,930 | $6.5M |
| Tabor Asset Management, LP | 3.47% | Add +52.1% | 41,751 | $6.5M |
| HRT Financial LP | 0.04% | New | 22,612 | $6.4M |
| Tudor Investment Corporation | 0.07% | New | 22,472 | $6.3M |
| Teachers Retirement System of the State of Kentucky | 0.06% | No change | 21,802 | $6.2M |
| Ameritas Investment Partners, Inc. | 0.21% | Reduce -7.6% | 21,760 | $6.1M |
| Sanctuary Advisors, LLC | 0.04% | — | 21,723 | $6.1M |
| B & T Capital Management DBA Alpha Capital Management | 1.19% | Reduce -4.1% | 21,622 | $6.1M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -2.3% | 21,360 | $6.0M |
| Old National Bancorp | 0.14% | Reduce -60.5% | 21,270 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -77.0% | 21,186 | $6.0M |
| Verition Fund Management LLC | 0.05% | Reduce -61.7% | 21,183 | $6.0M |
| Carolina Wealth Advisors, LLC | 2.92% | Add +0.8% | 21,090 | $6.0M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -0.6% | 20,865 | $5.9M |
| Railway Pension Investments Ltd | 0.07% | New | 20,900 | $5.9M |
| Swiss Life Asset Management Ltd | 0.07% | New | 20,595 | $5.8M |
| SFE Investment Counsel | 1.25% | Reduce -14.5% | 20,034 | $5.7M |
| Interval Partners, LP | 0.17% | New | 20,000 | $5.6M |
| Manning & Napier Advisors LLC | 0.06% | — | 19,122 | $5.4M |
| Abn Amro Investment Solutions | 0.10% | Reduce -26.5% | 18,664 | $5.3M |
| Marex Group Ltd | 0.14% | Add +2.7% | 18,641 | $5.3M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +581.3% | 18,580 | $5.2M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.06% | — | 18,500 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -0.5% | 18,342 | $5.2M |
| State of Michigan Retirement System | 0.03% | Add +15.9% | 18,220 | $5.1M |
| Louisiana State Employees Retirement System | 0.10% | Reduce -1.6% | 18,200 | $5.1M |
| Cerity Partners LLC | 0.01% | Reduce -0.8% | 17,898 | $5.1M |
| M. Kulyk & Associates, LLC | 1.14% | Reduce -10.4% | 17,425 | $4.9M |
| Neo Ivy Capital Management | 0.95% | — | 17,236 | $4.9M |
| Arizona State Retirement System | 0.03% | Add +0.0% | 16,767 | $4.7M |
| Romano Brothers and Company | 0.65% | Reduce -0.9% | 16,680 | $4.7M |
| State of Alaska, Department of Revenue | 0.05% | Add +135.6% | 16,387 | $4.6M |
| Mediolanum International Funds Ltd | 0.08% | Add +2.4% | 17,237 | $4.6M |
| Alberta Investment Management Corp | 0.05% | Add +78.9% | 16,100 | $4.5M |
| Royce & Associates LP | 0.04% | Reduce -35.1% | 15,922 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.4% | 15,638 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.7% | 15,629 | $4.4M |
| Trexquant Investment LP | 0.07% | Reduce -75.4% | 15,325 | $4.3M |
| AXA S.A. | 0.01% | Reduce -35.9% | 15,295 | $4.3M |
| Boothbay Fund Management, LLC | 0.15% | New | 15,097 | $4.3M |
| Investment Management Corp of Ontario | 0.12% | Add +1409.5% | 15,095 | $4.3M |
| Beacon Investment Advisory Services, Inc. | 0.18% | Reduce -8.0% | 15,050 | $4.2M |
| CapWealth Advisors, LLC | 0.53% | Reduce -1.3% | 14,847 | $4.2M |
| Salem Investment Counselors Inc. | 0.13% | Reduce -1.6% | 14,665 | $4.1M |
| Van Eck Associates Corp. | 0.01% | New | 14,544 | $4.1M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +19.3% | 14,523 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.4% | 14,427 | $4.1M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -2.4% | 14,427 | $4.1M |
| Monument Capital Management | 1.19% | Add +0.3% | 14,370 | $4.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.10% | Add +0.2% | 14,340 | $4.0M |
| Lakewood Asset Management LLC | 2.81% | Reduce -2.3% | 14,265 | $4.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.4% | 14,241 | $4.0M |
| Great Diamond Partners, LLC | 0.94% | Add +8.0% | 14,201 | $4.0M |
| Cullinan Associates Inc. | 0.22% | Reduce -12.5% | 14,000 | $4.0M |
| Townsquare Capital LLC | 0.05% | Reduce -10.6% | 13,862 | $3.9M |
| M&T Bank Corp | 0.01% | Reduce -0.0% | 13,762 | $3.9M |
| Alamar Capital Management, LLC | 2.34% | — | 13,688 | $3.9M |
| Hennessy Advisors Inc. | 0.14% | Reduce -1.5% | 13,400 | $3.8M |
| Oregon Public Employees Retirement Fund | 0.07% | Reduce -16.0% | 13,323 | $3.8M |
| Xponance LLC | 0.04% | Add +18.5% | 13,290 | $3.8M |
| 1834 Investment Advisors Co. | 0.45% | Reduce -48.0% | 13,192 | $3.7M |
| Centric Wealth Management | 1.07% | Add +80.7% | 23,837 | $3.7M |
| Coldstream Capital Management Inc. | 0.09% | Add +0.0% | 13,076 | $3.7M |
| New Mexico Educational Retirement Board | 0.13% | Reduce -4.4% | 13,000 | $3.7M |
| J. Safra Sarasin Holding AG | 0.07% | — | 12,960 | $3.7M |
| Spectrum Wealth Counsel, LLC | 0.46% | Reduce -6.0% | 12,956 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -54.4% | 12,811 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +6.2% | 12,786 | $3.6M |
| Macquarie Group Ltd. | 0.00% | Add +3.0% | 12,745 | $3.6M |
| Blair William & Co. | 0.01% | Add +1.0% | 12,673 | $3.6M |
| Creative Planning | 0.00% | Add +4.6% | 12,655 | $3.6M |
| Promethos Capital, LLC | 1.35% | Add +114.4% | 12,594 | $3.6M |
| Regatta Capital Group, LLC | 0.76% | Add +3.0% | 12,553 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +10.2% | 12,547 | $3.5M |
| L2 Asset Management, LLC | 1.05% | Add +290.4% | 12,372 | $3.5M |
| South Dakota Investment Council | 0.07% | Reduce -25.0% | 12,180 | $3.4M |
| Insight Inv LLC | 2.94% | Reduce -7.7% | 12,063 | $3.4M |
| Cunning Capital Partners, LP | 1.90% | No change | 12,000 | $3.4M |
| IFM Investors Pty Ltd | 0.03% | Add +1.8% | 11,991 | $3.4M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -4.5% | 11,882 | $3.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -22.7% | 11,867 | $3.4M |
| Martin Capital Advisors, LLP | 2.50% | Add +0.0% | 11,824 | $3.3M |
| Jensen Investment Management Inc. | 0.03% | Reduce -12.0% | 11,740 | $3.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +60.7% | 11,690 | $3.3M |
| CW Advisors, LLC | 0.05% | Reduce -22.3% | 11,660 | $3.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 11,875 | $3.3M |
| Soltis Investment Advisors LLC | 0.35% | Reduce -30.0% | 11,595 | $3.3M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -3.5% | 11,429 | $3.2M |
| Concord Asset Management, LLC | 0.80% | Add +22.9% | 11,374 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.1% | 11,319 | $3.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.15% | Reduce -6.2% | 11,295 | $3.2M |
| Concord Wealth Partners | 0.56% | Add +21.4% | 11,272 | $3.2M |
| XTX Topco Ltd | 0.26% | New | 10,893 | $3.1M |
| Twin Capital Management Inc. | 0.36% | Add +4.0% | 10,878 | $3.1M |
| Roberts Wealth Advisors, LLC | 1.03% | Add +102.5% | 21,290 | $3.0M |
| Quantinno Capital Management LP | 0.05% | Add +45.0% | 10,704 | $3.0M |
| Point72 Hong Kong Ltd | 0.18% | New | 10,687 | $3.0M |
| Clearstead Advisors, LLC | 0.05% | Add +14426.0% | 10,604 | $3.0M |
| Level Four Advisory Services, LLC | 0.13% | Reduce -26.7% | 10,543 | $3.0M |
| Banque Cantonale Vaudoise | 0.12% | Add +1606.8% | 10,531 | $3.0M |
| LBP Am SA | 0.12% | New | 10,489 | $3.0M |
| Utah Retirement Systems | 0.04% | Reduce -5.1% | 10,430 | $2.9M |
| Stonebridge Capital Management Inc. | 1.25% | Add +99.0% | 20,820 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +217.9% | 10,331 | $2.9M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -10.1% | 10,184 | $2.9M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -8.3% | 10,040 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 10,026 | $2.8M |
| DNB Asset Management AS | 0.01% | Add +3.6% | 9,850 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -1.1% | 9,785 | $2.8M |
| Vision Capital Management, Inc. | 0.40% | Reduce -5.6% | 9,636 | $2.7M |
| OMERS ADMINISTRATION Corp | 0.03% | New | 9,622 | $2.7M |
| Tredje AP-fonden | 0.03% | Reduce -35.9% | 9,581 | $2.7M |
| Sheets Smith Wealth Management | 0.32% | Reduce -22.6% | 9,400 | $2.7M |
| TD Asset Management Inc | 0.00% | Add +99.2% | 9,374 | $2.6M |
| National Bank of Canada | 0.00% | Add +4.6% | 9,501 | $2.6M |
| Valley National Advisers Inc. | 0.38% | Reduce -5.4% | 9,165 | $2.6M |
| Range Financial Group LLC | 1.32% | Reduce -0.5% | 9,148 | $2.6M |
| Parsons Capital Management Inc. | 0.17% | Reduce -0.9% | 9,042 | $2.6M |
| NorthCoast Asset Management LLC | 0.02% | New | 9,028 | $2.5M |
| Gleason Group, Inc. | 0.52% | Add +0.4% | 9,004 | $2.5M |
| Kingsview Wealth Management, LLC | 0.06% | Add +162.7% | 8,833 | $2.5M |
| Occidental Asset Management, LLC | 0.43% | Add +4.4% | 8,757 | $2.5M |
| GHP Investment Advisors, Inc. | 0.12% | Reduce -9.1% | 8,720 | $2.5M |
| Chartwell Investment Partners, LLC | 0.09% | Reduce -0.9% | 8,604 | $2.4M |
| Cascade Investment Advisors, Inc. | 1.63% | Reduce -0.8% | 8,570 | $2.4M |
| Bell & Brown Wealth Advisors, LLC | 0.93% | Reduce -10.9% | 17,095 | $2.4M |
| Engineers Gate Manager LP | 0.05% | New | 8,468 | $2.4M |
| Bank of Stockton | 0.74% | Reduce -2.6% | 8,300 | $2.3M |
| Formidable Asset Management, LLC | 0.38% | Reduce -20.9% | 8,247 | $2.3M |
| Credit Agricole S A | 0.01% | Add +4258.7% | 8,238 | $2.3M |
| Ritholtz Wealth Management | 0.08% | Add +49.3% | 8,199 | $2.3M |
| Abacus FCF Advisors LLC | 0.57% | Add +13.5% | 8,193 | $2.3M |
| Wellington Management Group LLP | 0.00% | New | 8,153 | $2.3M |
| Zacks Investment Management | 0.03% | New | 8,092 | $2.3M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +32.3% | 8,089 | $2.3M |
| Ossiam | 0.04% | Add +1.8% | 8,070 | $2.3M |
| Federated Hermes, Inc. | 0.01% | Reduce -4.9% | 7,919 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.2% | 7,674 | $2.2M |
| Scientech Research LLC | 0.44% | New | 7,600 | $2.1M |
| Hunter Associates Investment Management LLC | 0.36% | Reduce -15.1% | 7,563 | $2.1M |
| Foster & Motley Inc. | 0.15% | Reduce -6.4% | 7,479 | $2.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +10.0% | 7,413 | $2.1M |
| Two Sigma Advisers, LP | 0.00% | Add +69.8% | 7,300 | $2.1M |
| Symmetry Partners, LLC | 0.11% | No change | 7,261 | $2.0M |
| Shulman DeMeo Asset Management LLC | 0.53% | Reduce -1.5% | 7,204 | $2.0M |
| Stiles Financial Services Inc | 0.78% | Add +5.6% | 7,154 | $2.0M |
| Quantbot Technologies LP | 0.10% | Reduce -46.9% | 7,062 | $2.0M |
| MAI Capital Management | 0.02% | Add +60.2% | 6,991 | $2.0M |
| APG Asset Management N.V. | 0.00% | Reduce -68.5% | 7,400 | $1.9M |
| PKO Investment Management Joint-Stock Co | 0.23% | No change | 6,700 | $1.9M |
| Westwood Holdings Group Inc. | 0.02% | Add +55.3% | 6,538 | $1.8M |
| Centiva Capital, LP | 0.09% | Add +196.0% | 6,500 | $1.8M |
| Gulf International Bank (UK) Ltd | 0.05% | No change | 6,464 | $1.8M |
| Precedent Wealth Partners, LLC | 0.73% | Reduce -0.1% | 6,400 | $1.8M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -5.4% | 6,361 | $1.8M |
| Kintegral Advisory, LLC | 0.17% | New | 6,282 | $1.8M |
| Tilia Fiduciary Partners, Inc. | 1.37% | Reduce -1.7% | 6,206 | $1.8M |
| Bridgefront Capital, LLC | 0.73% | New | 6,191 | $1.7M |
| Novare Capital Management LLC | 0.15% | Reduce -86.8% | 6,013 | $1.7M |
| Chase Investment Counsel Corp. | 0.60% | No change | 6,000 | $1.7M |
| North Star Investment Management Corp. | 0.12% | No change | 5,966 | $1.7M |
| Quantitative Investment Management, LLC | 0.18% | New | 5,894 | $1.7M |
| Signature Wealth Management Group | 0.72% | Reduce -0.9% | 5,857 | $1.7M |
| Albion Financial Group | 0.12% | Add +0.9% | 5,783 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +91.9% | 5,654 | $1.6M |
| Ironwood Investment Management LLC | 0.85% | Add +0.4% | 5,652 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -0.3% | 5,626 | $1.6M |
| Basepoint Wealth LLC | 1.25% | Reduce -13.6% | 5,589 | $1.6M |
| Paragon Capital Management Inc. | 1.17% | Reduce -21.0% | 5,445 | $1.5M |
| Eukles Asset Management | 0.65% | Reduce -0.1% | 5,345 | $1.5M |
| Fulton Bank, N.A. | 0.06% | Reduce -2.3% | 5,341 | $1.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +90.9% | 5,249 | $1.5M |
| Legacy Bridge, LLC | 0.87% | Reduce -29.3% | 5,198 | $1.5M |
| Donoghue Forlines LLC | 0.41% | New | 5,161 | $1.5M |
| Great Lakes Advisors, LLC | 0.01% | Add +1.5% | 5,132 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | Reduce -3.7% | 5,125 | $1.4M |
| Mariner, LLC | 0.00% | Add +7.0% | 5,103 | $1.4M |
| Mogy Joel R Investment Counsel Inc. | 0.09% | No change | 5,100 | $1.4M |
| Vident Advisory, LLC | 0.04% | Reduce -90.0% | 5,075 | $1.4M |
| Transatlantique Private Wealth LLC | 0.58% | Reduce -5.1% | 5,185 | $1.4M |
| Vinva Investment Management Ltd | 0.07% | Reduce -56.1% | 4,955 | $1.4M |
| Strategic Investment Advisors / MI | 0.17% | Reduce -1.9% | 5,036 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | No change | 4,973 | $1.4M |
| Round Hill Asset Management | 0.89% | Reduce -3.9% | 4,944 | $1.4M |
| Caprock Group, LLC | 0.06% | Add +569.8% | 4,943 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.7% | 4,928 | $1.4M |
| GS Investments, Inc. | 0.66% | Reduce -1.6% | 4,917 | $1.4M |
| Greatmark Investment Partners, Inc. | 0.20% | Reduce -31.6% | 4,905 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -63.6% | 4,905 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +10.8% | 4,773 | $1.3M |
| JGP Wealth Management, LLC | 0.19% | Add +1.9% | 4,753 | $1.3M |
| Fox Run Management, L.L.C. | 0.25% | New | 4,626 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.6% | 4,599 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +13.5% | 4,569 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +341.6% | 5,820 | $1.3M |
| Plato Investment Management Ltd | 0.12% | Add +8.6% | 4,507 | $1.3M |
| Speece Thorson Capital Group Inc. | 0.26% | Add +96.3% | 8,888 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 4,427 | $1.3M |
| Venturi Wealth Management, LLC | 0.07% | Reduce -11.5% | 4,407 | $1.2M |
| Atom Investors LP | 0.12% | New | 4,371 | $1.2M |
| Caxton Associates LP | 0.05% | Reduce -47.4% | 4,352 | $1.2M |
| Bayesian Capital Management, LP | 0.14% | Reduce -20.2% | 4,341 | $1.2M |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -54.8% | 4,327 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.7% | 4,277 | $1.2M |
| FORA Capital, LLC | 0.15% | New | 4,298 | $1.2M |
| MBB Public Markets I LLC | 0.03% | Add +33.0% | 4,289 | $1.2M |
| GMO | 0.00% | Reduce -59.9% | 4,246 | $1.2M |
| 1832 Asset Management L.P. | 0.00% | New | 8,461 | $1.2M |
| Knollwood Investment Advisory, LLC | 0.13% | New | 4,217 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -20.0% | 4,171 | $1.2M |
| Commerce Bank | 0.01% | Add +2.6% | 4,147 | $1.2M |
| Schnieders Capital Management LLC | 0.23% | No change | 3,998 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Reduce -1.0% | 3,996 | $1.1M |
| Parallax Volatility Advisers, L.P. | 0.03% | Reduce -8.0% | 3,890 | $1.1M |
| Inceptionr LLC | 0.31% | New | 3,883 | $1.1M |
| Aigen Investment Management, LP | 0.21% | New | 3,818 | $1.1M |
| Polianta Ltd | 0.54% | New | 3,800 | $1.1M |
| Norden Group LLC | 0.21% | Reduce -7.1% | 3,748 | $1.1M |
| UniSuper Management Pty Ltd | 0.01% | Add +315.4% | 3,739 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.8% | 3,721 | $1.1M |
| Edgestream Partners, L.P. | 0.05% | New | 3,701 | $1.0M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -11.2% | 3,684 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Add +16.3% | 3,797 | $1.0M |
| STRS Ohio | 0.00% | Reduce -11.4% | 3,629 | $1.0M |
| Virtu Financial LLC | 0.07% | Reduce -71.0% | 3,623 | $1.0M |
| Elevated Capital Advisors, LLC | 0.28% | Add +4.6% | 3,583 | $1.0M |
| Seven Eight Capital, LP | 0.11% | New | 3,572 | $1.0M |
| Prairiewood Capital, LLC | 0.48% | Reduce -1.0% | 3,563 | $1.0M |
| Gateway Investment Advisers LLC | 0.01% | Add +168.9% | 3,544 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +0.2% | 7,046 | $995K |
| Dark Forest Capital Management LP | 0.18% | Add +208.2% | 3,486 | $984K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.4% | 3,447 | $973K |
| Virtue Capital Management, LLC | 0.16% | Add +97.1% | 6,214 | $961K |
| Brighton Jones LLC | 0.03% | Add +1.0% | 3,364 | $950K |
| Axq Capital, LP | 0.22% | New | 3,358 | $948K |
| Private Advisory Group LLC | 0.12% | Reduce -14.5% | 3,314 | $936K |
| Park Avenue Securities LLC | 0.01% | Add +12.0% | 3,312 | $935K |
| Cibc World Markets Corp. | 0.01% | Add +31.9% | 3,291 | $929K |
| Mackenzie Financial Corp. | 0.00% | New | 3,283 | $927K |
| Pitcairn Co. | 0.06% | Add +183.8% | 3,213 | $907K |
| Greenleaf Trust | 0.01% | Add +0.6% | 3,169 | $895K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.8% | 3,153 | $890K |
| Roberts Capital Advisors, LLC | 0.85% | No change | 2,798 | $888K |
| OneDigital Investment Advisors LLC | 0.01% | Add +33.4% | 3,129 | $884K |
| Merit Financial Group, LLC | 0.02% | New | 3,066 | $866K |
| Empirical Finance, LLC | 0.05% | Add +0.8% | 3,064 | $865K |
| Westmount Partners, LLC | 0.28% | Reduce -0.4% | 3,079 | $853K |
| Atlas Capital Advisors Inc. | 0.11% | Reduce -14.3% | 3,010 | $850K |
| Mount Vernon Associates Inc. | 0.75% | Reduce -3.2% | 3,000 | $847K |
| Landscape Capital Management, L.L.C. | 0.07% | New | 2,992 | $845K |
| Bank of Nova Scotia | 0.00% | Add +93.4% | 5,963 | $842K |
| Synovus Financial Corp. | 0.01% | Add +0.2% | 2,969 | $838K |
| Raymond James Trust N.A. | 0.02% | Reduce -3.0% | 2,951 | $833K |
| Burton Enright Welch | 0.19% | Reduce -9.8% | 2,937 | $829K |
| Cooper Financial Group | 0.12% | Add +11.3% | 2,936 | $829K |
| Toronto Dominion Bank | 0.00% | New | 5,851 | $826K |
| Cadence Bank | 0.06% | Add +0.6% | 2,870 | $810K |
| Lisanti Capital Growth, LLC | 0.19% | Add +74.8% | 2,850 | $805K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -69.7% | 2,775 | $793K |
| Berkeley, Inc | 0.49% | Add +0.8% | 5,585 | $788K |
| Penserra Capital Management LLC | 0.01% | Reduce -17.1% | 5,495 | $776K |
| TFG Advisers LLC | 0.30% | Add +3.1% | 2,746 | $776K |
| Alliance Wealth Advisors, LLC | 0.23% | Reduce -27.0% | 2,738 | $773K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 2,700 | $762K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.8% | 2,679 | $756K |
| Burney Co./ | 0.03% | Reduce -2.8% | 2,653 | $749K |
| RFG Advisory, LLC | 0.02% | Reduce -14.8% | 2,650 | $748K |
| Klein Pavlis & Peasley Financial, Inc. | 0.66% | Reduce -41.2% | 2,645 | $747K |
| Affinity Investment Advisors, LLC | 0.56% | New | 2,636 | $744K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.8% | 2,635 | $744K |
| Ballentine Partners, LLC | 0.01% | Add +5.1% | 2,627 | $742K |
| Inspire Investing, LLC | 0.08% | Reduce -8.1% | 2,581 | $729K |
| Shelton Capital Management | 0.02% | Reduce -5.9% | 2,550 | $720K |
| E Fund Management Co., Ltd. | 0.04% | Reduce -37.2% | 2,549 | $720K |
| Alexander Labrunerie & Co., Inc. | 0.39% | No change | 2,533 | $715K |
| SkyView Investment Advisors, LLC | 0.13% | Add +0.1% | 2,527 | $714K |
| Patten & Patten Inc. | 0.05% | No change | 2,507 | $708K |
| Modern Wealth Management, LLC | 0.05% | Reduce -5.5% | 2,500 | $706K |
| Taurus Asset Management, LLC | 0.07% | No change | 2,500 | $706K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Add +0.2% | 2,499 | $706K |
| Signaturefd, LLC | 0.01% | Add +6.4% | 2,494 | $704K |
| Renasant Bank | 0.48% | Reduce -6.8% | 2,491 | $703K |
| Principal Securities, Inc. | 0.02% | Add +8.2% | 2,471 | $698K |
| AustralianSuper Pty Ltd | 0.00% | New | 2,450 | $692K |
| WESPAC Advisors, LLC | 0.54% | Reduce -18.4% | 2,440 | $689K |
| Prospera Financial Services Inc | 0.02% | Reduce -2.0% | 2,413 | $681K |
| Brown Advisory Inc. | 0.00% | Reduce -17.5% | 2,393 | $676K |
| Buttonwood Financial Advisors Inc. | 0.32% | Reduce -2.5% | 2,378 | $672K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -14.3% | 2,363 | $667K |
| Smith Group Asset Management, LLC | 0.06% | New | 2,350 | $664K |
| Csenge Advisory Group | 0.04% | Reduce -0.9% | 2,340 | $661K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -94.3% | 2,340 | $661K |
| Graypoint LLC | 0.05% | Add +1.4% | 2,334 | $659K |
| Metis Global Partners, LLC | 0.02% | Reduce -6.3% | 2,293 | $647K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -86.3% | 2,248 | $646K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -7.0% | 2,283 | $645K |
| Ethic Inc. | 0.02% | Add +10.8% | 2,277 | $643K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +50.3% | 2,270 | $641K |
| Evergreen Capital Management LLC | 0.02% | Add +49.2% | 2,181 | $616K |
| First Citizens Bank & Trust Co. | 0.01% | Add +18.4% | 2,174 | $614K |
| MWA Asset Management | 0.43% | Reduce -3.6% | 2,160 | $610K |
| Vontobel Holding Ltd. | 0.00% | New | 2,149 | $607K |
| Impax Asset Management Group plc | 0.00% | New | 2,125 | $600K |
| Goodman Advisory Group, LLC | 0.18% | Reduce -73.0% | 2,102 | $594K |
| Daiwa Securities Group Inc. | 0.00% | No change | 4,200 | $593K |
| CSS LLC | 0.13% | Reduce -12.5% | 2,100 | $593K |
| AMG National Trust Bank | 0.02% | No change | 2,092 | $591K |
| McBroom & Associates, LLC | 0.37% | No change | 2,090 | $590K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -1.7% | 2,068 | $584K |
| CHICAGO TRUST Co NA | 0.12% | Add +15.0% | 2,065 | $583K |
| Agf Management Ltd. | 0.00% | New | 2,062 | $582K |
| Fifth Third Wealth Advisors LLC | 0.04% | New | 2,057 | $581K |
| Lindenwold Advisors, INC | 0.31% | Reduce -3.0% | 2,043 | $577K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.14% | No change | 2,000 | $565K |
| Center For Asset Management LLC | 0.37% | Add +109.7% | 3,928 | $555K |
| LRT Capital Management, LLC | 0.52% | Add +1.9% | 3,911 | $552K |
| Sherbrooke Park Advisers LLC | 0.10% | Reduce -8.6% | 1,946 | $549K |
| Wendell David Associates Inc. | 0.06% | Reduce -5.0% | 1,913 | $540K |
| Hillsdale Investment Management Inc. | 0.04% | New | 1,900 | $537K |
| DGS Capital Management, LLC | 0.15% | Add +165.7% | 1,884 | $532K |
| Bailard, Inc. | 0.01% | No change | 1,871 | $528K |
| Profund Advisors LLC | 0.02% | Reduce -26.5% | 1,864 | $526K |
| Choreo, LLC | 0.01% | Add +119.6% | 1,893 | $525K |
| Fulcrum Capital LLC | 0.12% | No change | 1,860 | $525K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -0.5% | 1,854 | $524K |
| Tidal Investments LLC | 0.01% | Reduce -76.7% | 1,846 | $521K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +1.1% | 1,827 | $516K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -9.8% | 1,825 | $515K |
| Thrive Capital Management, LLC | 0.23% | Add +85.9% | 1,816 | $513K |
| Vaughan David Investments LLC | 0.01% | No change | 1,800 | $508K |
| CENTRAL TRUST Co | 0.01% | Reduce -8.3% | 1,795 | $507K |
| CIBC Asset Management Inc | 0.00% | Reduce -4.2% | 1,787 | $505K |
| First Trust Direct Indexing L.P. | 0.03% | Add +31.1% | 1,785 | $504K |
| Ascent Group, LLC | 0.04% | Add +50.7% | 1,784 | $504K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +89.1% | 1,781 | $503K |
| CI Investments Inc. | 0.00% | Reduce -22.0% | 1,772 | $500K |
| Naples Global Advisors, LLC | 0.05% | Reduce -22.2% | 1,754 | $495K |
| Checchi Capital Advisers, LLC | 0.04% | No change | 1,684 | $476K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -32.3% | 1,680 | $474K |
| Absher Wealth Management, LLC | 0.07% | Reduce -2.1% | 1,673 | $472K |
| SkyOak Wealth, LLC | 0.11% | Reduce -11.8% | 1,671 | $472K |
| Resonant Capital Advisors, LLC | 0.04% | Add +8.0% | 1,667 | $471K |
| iA Global Asset Management Inc. | 0.01% | New | 1,662 | $469K |
| Two Sigma Securities, LLC | 0.02% | Add +4.6% | 1,657 | $468K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35.9% | 1,639 | $463K |
| PFG Investments, LLC | 0.03% | Reduce -15.7% | 1,616 | $456K |
| Rafferty Asset Management, LLC | 0.00% | New | 1,589 | $449K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -15.8% | 3,145 | $447K |
| Scotia Capital Inc. | 0.00% | Add +42.8% | 3,165 | $447K |
| Lido Advisors, LLC | 0.00% | Add +3.0% | 1,579 | $446K |
| CPC Advisors, LLC | 0.07% | Add +36.8% | 1,563 | $441K |
| Impact Partnership Wealth, LLC | 0.12% | Add +101.6% | 1,554 | $439K |
| Isthmus Partners, LLC | 0.05% | Add +3.5% | 1,549 | $437K |
| Ignite Planners, LLC | 0.11% | Add +1.0% | 1,562 | $437K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -20.1% | 1,539 | $435K |
| Wambolt & Associates, LLC | 0.13% | No change | 1,567 | $434K |
| Jeppson Wealth Management, LLC | 0.17% | Reduce -0.2% | 1,532 | $433K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -3.2% | 1,508 | $426K |
| Gateway Wealth Partners, LLC | 0.13% | No change | 1,500 | $424K |
| Alpha Omega Wealth Management LLC | 0.08% | Reduce -1.0% | 1,485 | $419K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,477 | $417K |
| Quadrant Capital Group LLC | 0.03% | Add +11.7% | 1,467 | $414K |
| Keybank National Association | 0.00% | Reduce -1.4% | 1,453 | $410K |
| Seven Mile Advisory | 0.30% | Add +0.8% | 1,450 | $409K |
| Nebula Research & Development LLC | 0.07% | New | 1,434 | $405K |
| Creekside Partners | 0.22% | — | 1,430 | $404K |
| Parallel Advisors, LLC | 0.01% | Add +4.5% | 1,423 | $402K |
| Mgo One Seven LLC | 0.02% | Add +27.8% | 1,422 | $402K |
| Kaizen Financial Strategies | 0.25% | Add +74.1% | 2,690 | $401K |
| Florida Financial Advisors, LLC | 0.24% | Add +41.5% | 1,672 | $399K |
| Balanced Rock Investment Advisors LLC | 0.33% | Reduce -0.6% | 1,390 | $392K |
| Verdad Advisers, LP | 0.45% | New | 1,386 | $391K |
| Qsemble Capital Management, LP | 0.07% | New | 1,382 | $390K |
| Diversify Wealth Management, LLC | 0.05% | — | 2,869 | $386K |
| One Wealth Advisors, LLC | 0.08% | Add +276.9% | 2,710 | $384K |
| Proficio Capital Partners LLC | 0.04% | Reduce -0.6% | 1,312 | $371K |
| MainStreet Investment Advisors LLC | 0.05% | Add +4.6% | 2,618 | $370K |
| Trajan Wealth LLC | 0.02% | Reduce -9.4% | 1,293 | $365K |
| Plimoth Trust Co. LLC | 0.10% | Reduce -0.4% | 1,280 | $361K |
| Saxon Interests, Inc. | 0.17% | Reduce -2.7% | 1,274 | $360K |
| SG Americas Securities, LLC | 0.00% | Reduce -71.1% | 1,263 | $357K |
| Yeomans Consulting Group, Inc. | 0.14% | New | 1,264 | $357K |
| Smithbridge Asset Management Inc. | 0.07% | Add +0.5% | 1,256 | $355K |
| Benchmark Financial Wealth Advisors, LLC | 0.13% | Add +21.4% | 1,256 | $355K |
| Centennial Bank | 0.17% | No change | 1,255 | $354K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -51.6% | 1,255 | $354K |
| Trust Point Inc. | 0.03% | Reduce -8.4% | 1,252 | $354K |
| IFP Advisors, Inc | 0.01% | Add +7.3% | 1,251 | $353K |
| Forum Financial Management, LP | 0.01% | Add +0.5% | 1,246 | $352K |
| Syverson Strege & Co | 0.12% | Add +0.4% | 1,232 | $348K |
| Klingman & Associates, LLC | 0.02% | Reduce -2.5% | 1,222 | $345K |
| Kathmere Capital Management, LLC | 0.04% | New | 1,203 | $340K |
| Avantax Advisory Services, Inc. | 0.00% | Add +18.7% | 1,202 | $339K |
| Cwm, LLC | 0.00% | Reduce -93.4% | 1,185 | $335K |
| Motley Fool Asset Management LLC | 0.02% | Reduce -1.7% | 1,204 | $333K |
| Hanseatic Management Services Inc. | 0.50% | Reduce -0.1% | 1,178 | $333K |
| Precision Wealth Strategies, LLC | 0.34% | New | 1,172 | $331K |
| Blue Investment Partners LLC | 0.15% | New | 1,169 | $330K |
| Camelot Portfolios, LLC | 0.19% | New | 1,167 | $329K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -30.9% | 1,154 | $326K |
| Gallacher Capital Management LLC | 0.17% | Add +4.0% | 1,151 | $325K |
| Nomura Holdings Inc. | 0.00% | Reduce -69.5% | 1,148 | $324K |
| Glenview Trust Co | 0.01% | Reduce -3.3% | 1,147 | $324K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 1,140 | $322K |
| American Money Management, LLC | 0.07% | Add +0.4% | 1,129 | $319K |
| Portside Wealth Group, LLC | 0.06% | Reduce -14.9% | 1,121 | $317K |
| Seeds Investor LLC | 0.16% | Add +65.5% | 1,119 | $316K |
| Canopy Partners, LLC | 0.15% | Add +21.9% | 1,117 | $315K |
| Simplex Trading, LLC | 0.01% | Reduce -88.3% | 1,117 | $315K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +47.9% | 1,102 | $312K |
| Independent Financial Group, LLC | 0.01% | Add +50.0% | 1,104 | $312K |
| Three Seasons Wealth, LLC | 0.17% | Reduce -49.4% | 1,096 | $309K |
| NorthRock Partners, LLC | 0.01% | Reduce -7.2% | 1,092 | $308K |
| Rebalance, LLC | 0.02% | No change | 1,090 | $308K |
| Kimelman & Baird, LLC | 0.03% | — | 1,072 | $303K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -15.4% | 1,083 | $300K |
| Dorsey Wright & Associates | 0.08% | Reduce -20.0% | 1,044 | $295K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -14.0% | 1,031 | $291K |
| Simplicity Wealth,LLC | 0.01% | Reduce -14.0% | 1,031 | $291K |
| Astoria Portfolio Advisors LLC. | 0.10% | Reduce -11.1% | 1,021 | $288K |
| Hyperion Capital Advisors LP | 0.13% | No change | 1,010 | $285K |
| Strategic Blueprint, LLC | 0.02% | Reduce -4.8% | 1,003 | $283K |
| Indiana Trust & Investment Management Co | 0.10% | No change | 1,000 | $282K |
| RBF Capital, LLC | 0.02% | No change | 1,000 | $282K |
| Sapient Capital LLC | 0.01% | No change | 1,000 | $282K |
| King Luther Capital Management Corp. | 0.00% | Add +4.1% | 990 | $280K |
| Prelude Capital Management, LLC | 0.02% | Reduce -13.1% | 979 | $276K |
| Catalina Capital Group, LLC | 0.10% | Reduce -0.2% | 970 | $274K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -99.2% | 968 | $273K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | New | 958 | $271K |
| Roanoke Asset Management Corp./ NY | 0.09% | No change | 950 | $268K |
| Abacus Planning Group, Inc. | 0.05% | Add +0.6% | 942 | $266K |
| Investment Partners Asset Management, Inc. | 0.24% | Reduce -7.8% | 941 | $266K |
| High Note Wealth, LLC | 0.08% | No change | 935 | $264K |
| Larson Financial Group LLC | 0.02% | Reduce -10.4% | 925 | $261K |
| Empirical Asset Management, LLC | 0.10% | Add +15.6% | 919 | $259K |
| Geneos Wealth Management Inc. | 0.01% | No change | 917 | $259K |
| Private Client Services, LLC | 0.16% | New | 913 | $258K |
| Silverlake Wealth Management LLC | 0.10% | No change | 900 | $254K |
| Martingale Asset Management L P | 0.01% | Reduce -89.3% | 898 | $254K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -17.6% | 896 | $253K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 895 | $253K |
| Olympiad Research LP | 0.19% | Reduce -11.1% | 893 | $252K |
| Intrust Bank NA | 0.03% | Reduce -3.9% | 887 | $250K |
| Tiemann Investment Advisors, LLC | 0.11% | No change | 880 | $248K |
| Kapitalo Investimentos Ltda | 0.07% | Add +6.3% | 878 | $248K |
| TFB Advisors LLC | 0.08% | Add +2.2% | 868 | $245K |
| EP Wealth Advisors, LLC | 0.00% | Add +32.3% | 865 | $244K |
| Linden Thomas Advisory Services, LLC | 0.04% | Add +3.7% | 863 | $244K |
| Capital World Investors | 0.00% | New | 860 | $243K |
| Paulson Wealth Management Inc. | 0.07% | No change | 858 | $242K |
| Arden Trust Co | 0.03% | Reduce -2.1% | 843 | $238K |
| Adero Partners, LLC | 0.02% | Add +3.2% | 842 | $238K |
| Jackson Creek Investment Advisors LLC | 0.09% | New | 841 | $237K |
| New Vernon Capital Holdings II LLC | 0.13% | No change | 838 | $237K |
| Fifth Third Bancorp | 0.00% | Add +1.1% | 837 | $236K |
| Regions Financial Corp. | 0.00% | Reduce -0.9% | 830 | $234K |
| Edmp, Inc. | 0.21% | Reduce -26.1% | 826 | $233K |
| Exchange Traded Concepts, LLC | 0.01% | Add +985.3% | 814 | $230K |
| Compound Planning, Inc. | 0.02% | Add +19.5% | 814 | $230K |
| Clarius Group, LLC | 0.02% | Add +0.1% | 812 | $229K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +5.0% | 811 | $229K |
| Wedbush Securities Inc. | 0.01% | Reduce -27.4% | 806 | $228K |
| Phillips Wealth Planners LLC | 0.24% | Add +98.2% | 1,558 | $228K |
| BayBridge Capital Group, LLC | 0.18% | No change | 801 | $226K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -25.4% | 800 | $226K |
| United Capital Financial Advisors, LLC | 0.00% | New | 791 | $223K |
| GAMMA Investing LLC | 0.03% | Add +24.4% | 789 | $223K |
| Private Trust Co. NA | 0.02% | Reduce -5.0% | 784 | $221K |
| Bison Wealth, LLC | 0.04% | No change | 684 | $217K |
| Aviance Capital Partners, LLC | 0.03% | Reduce -2.8% | 769 | $217K |
| Atria Investments, Inc | 0.00% | New | 755 | $213K |
| Covenant Asset Management, LLC | 0.05% | No change | 755 | $213K |
| Quantum Financial Advisors, LLC | 0.04% | No change | 754 | $213K |
| Pinebridge Investments, L.P. | 0.00% | New | 754 | $213K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 752 | $212K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +0.7% | 752 | $212K |
| First Interstate Bank | 0.01% | No change | 750 | $212K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -13.9% | 746 | $211K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -43.1% | 745 | $210K |
| Marathon Trading Investment Management LLC | 0.06% | New | 742 | $210K |
| Advisory Services Network, LLC | 0.00% | Add +1.1% | 738 | $209K |
| Community Bank & Trust, Waco, Texas | 0.05% | No change | 735 | $208K |
| Intrua Financial, LLC | 0.03% | Reduce -15.1% | 735 | $208K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -7.2% | 732 | $207K |
| Parametrica Management Ltd | 0.27% | New | 725 | $205K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -1.8% | 725 | $205K |
| First Western Trust Bank | 0.01% | No change | 722 | $204K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 720 | $203K |
| Horizon Investment Services, LLC | 0.10% | No change | 717 | $202K |
| Harfst & Associates, Inc. | 0.05% | No change | 712 | $201K |
| V-Square Quantitative Management LLC | 0.03% | New | 666 | $188K |
| Ostrum Asset Management | 0.02% | New | 638 | $180K |
| Bangor Savings Bank | 0.02% | Reduce -25.0% | 636 | $180K |
| Blue Trust, Inc. | 0.00% | Add +163.5% | 556 | $177K |
| Farther Finance Advisors, LLC | 0.01% | Add +327.0% | 632 | $175K |
| Focused Wealth Management, Inc | 0.02% | New | 600 | $169K |
| Janiczek Wealth Management, LLC | 0.03% | Add +19.6% | 568 | $160K |
| Avior Wealth Management, LLC | 0.01% | Reduce -35.7% | 559 | $158K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +83.5% | 965 | $149K |
| Walleye Capital LLC | 0.00% | Reduce -95.9% | 496 | $140K |
| Colonial Trust Co / SC | 0.02% | No change | 489 | $138K |
| Huntington National Bank | 0.00% | Add +30.6% | 470 | $133K |
| Covestor Ltd | 0.08% | Add +310.7% | 460 | $130K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.2% | 456 | $129K |
| Whittier Trust Co. | 0.00% | Add +109.8% | 430 | $121K |
| Nvwm, LLC | 0.03% | No change | 425 | $120K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 408 | $115K |
| Spire Wealth Management | 0.00% | Reduce -48.3% | 401 | $113K |
| Virtus Investment Advisers, LLC | 0.10% | New | 400 | $113K |
| Activest Wealth Management | 0.04% | New | 400 | $113K |
| Asset Dedication, LLC | 0.01% | No change | 400 | $113K |
| Bessemer Group Inc. | 0.00% | Reduce -19.4% | 394 | $112K |
| Quent Capital, LLC | 0.01% | Add +0.3% | 359 | $101K |
| DT Investment Partners, LLC | 0.01% | Reduce -13.3% | 347 | $98K |
| State of Wyoming | 0.01% | Add +32000.0% | 321 | $91K |
| Archer Investment Corp | 0.02% | Reduce -25.0% | 300 | $85K |
| Evermay Wealth Management LLC | 0.01% | No change | 300 | $85K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 297 | $84K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.3% | 297 | $84K |
| Painted Porch Advisors LLC | 0.05% | New | 294 | $83K |
| Anchor Investment Management, LLC | 0.01% | No change | 275 | $78K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 250 | $71K |
| FIL Ltd | 0.00% | New | 249 | $70K |
| Allworth Financial LP | 0.00% | Add +82.5% | 469 | $69K |
| Jones Financial Companies LLLP | 0.00% | New | 243 | $69K |
| Lindbrook Capital, LLC | 0.01% | No change | 236 | $67K |
| First Horizon Advisors, Inc. | 0.00% | No change | 230 | $65K |
| Leonteq Securities AG | 0.01% | Reduce -1.8% | 215 | $61K |
| Front Row Advisors LLC | 0.02% | No change | 209 | $59K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -34.6% | 208 | $59K |
| Bogart Wealth, LLC | 0.00% | No change | 200 | $56K |
| UMB Bank, n.a. | 0.00% | Add +245.4% | 190 | $54K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 182 | $51K |
| Clearstead Trust, LLC | 0.01% | No change | 180 | $51K |
| Richardson Financial Services Inc. | 0.04% | Add +92.4% | 354 | $50K |
| Quarry LP | 0.02% | Add +44.3% | 176 | $50K |
| Rise Advisors, LLC | 0.03% | Add +0.6% | 169 | $48K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -8.7% | 157 | $44K |
| Bell Investment Advisors, Inc | 0.01% | Add +16.4% | 156 | $44K |
| Smartleaf Asset Management LLC | 0.01% | Add +89.5% | 127 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.8% | 127 | $36K |
| Hobbs Group Advisors, LLC | 0.01% | — | 118 | $33K |
| NFSG Corp | 0.01% | Add +6.7% | 111 | $31K |
| ORG Partners LLC | 0.00% | Reduce -22.5% | 110 | $30K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 109 | $30K |
| Crewe Advisors LLC | 0.00% | New | 103 | $29K |
| Sittner & Nelson, LLC | 0.01% | No change | 100 | $28K |
| HM Payson & Co. | 0.00% | No change | 100 | $28K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 94 | $27K |
| Frazier Financial Advisors, LLC | 0.02% | Add +40.9% | 93 | $26K |
| AlphaQuest LLC | 0.00% | New | 93 | $26K |
| Johnson Financial Group, Inc. | 0.00% | New | 90 | $25K |
| LGT Financial Advisors LLC | 0.05% | Add +53.5% | 89 | $25K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 83 | $23K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 83 | $23K |
| Smithfield Trust Co | 0.00% | No change | 80 | $23K |
| Versant Capital Management, Inc | 0.01% | Add +350.0% | 81 | $23K |
| Great Lakes Retirement, Inc. | 0.00% | New | 81 | $23K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -98.2% | 74 | $21K |
| Red Tortoise LLC | 0.01% | No change | 72 | $20K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 70 | $20K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 69 | $19K |
| Meeder Asset Management Inc. | 0.00% | Add +33.3% | 64 | $18K |
| Evolution Advisers, Inc. | 0.01% | No change | 66 | $18K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -12.5% | 63 | $18K |
| Ridgewood Investments LLC | 0.01% | New | 61 | $17K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 61 | $17K |
| Mechanics Financial Corp | 0.01% | No change | 60 | $17K |
| WASHINGTON TRUST Co | 0.00% | No change | 60 | $17K |
| Sandy Spring Bank | 0.00% | Add +18.4% | 58 | $16K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -45.7% | 57 | $16K |
| Rogco, LP | 0.01% | Reduce -25.4% | 53 | $15K |
| Cetera Trust Company, N.A | 0.01% | No change | 52 | $15K |
| Citizens National Bank Trust Department | 0.00% | New | 50 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -2.0% | 50 | $14K |
| MCF Advisors LLC | 0.00% | No change | 46 | $13K |
| Private Wealth Management Group, LLC | 0.01% | No change | 45 | $13K |
| Manchester Capital Management LLC | 0.00% | Add +9.8% | 45 | $13K |
| Arax Advisory Partners | 0.00% | Add +29.4% | 44 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 42 | $12K |
| Tidemark, LLC | 0.01% | No change | 42 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 42 | $12K |
| Caitlin John, LLC | 0.01% | Reduce -47.2% | 38 | $11K |
| WealthCollab, LLC | 0.01% | No change | 37 | $10K |
| Matrix Trust Co | 0.00% | New | 36 | $10K |
| Valued Wealth Advisors LLC | 0.01% | Add +79.0% | 34 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 34 | $10K |
| Princeton Global Asset Management LLC | 0.00% | No change | 32 | $9K |
| Key Financial Inc | 0.00% | No change | 31 | $9K |
| Opal Wealth Advisors, LLC | 0.00% | Reduce -9.1% | 30 | $8K |
| Innealta Capital, LLC | 0.00% | New | 29 | $8K |
| First United Bank & Trust | 0.00% | No change | 28 | $8K |
| Davidson Capital Management Inc. | 0.00% | No change | 26 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 26 | $7K |
| Sachetta, LLC | 0.00% | Add +140.0% | 48 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 23 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +16.7% | 21 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 20 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 20 | $6K |
| Abich Financial Wealth Management LLC | 0.00% | Reduce -9.5% | 19 | $5K |
| Castleview Partners, LLC | 0.00% | No change | 18 | $5K |
| Triad Wealth Partners, LLC | 0.00% | New | 18 | $5K |
| Hilltop National Bank | 0.00% | No change | 15 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 15 | $4K |
| Avion Wealth | 0.00% | Add +66.7% | 15 | $4K |
| Mather Group, Llc. | 0.00% | New | 12 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 13 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 13 | $4K |
| CVA Family Office, LLC | 0.00% | New | 13 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +18.2% | 13 | $4K |
| Hexagon Capital Partners LLC | 0.00% | No change | 12 | $3K |
| Altshuler Shaham Ltd | 0.00% | Reduce -25.0% | 12 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 10 | $3K |
| WR Wealth Planners, LLC | 0.00% | Add +100.0% | 8 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -11.1% | 8 | $2K |
| Balefire, LLC | 0.00% | New | 7 | $2K |
| Gradient Investments LLC | 0.00% | New | 7 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 6 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 6 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 6 | $2K |
| Pacific Center for Financial Services | 0.00% | No change | 5 | $1K |
| CGC Financial Services, LLC | 0.00% | No change | 5 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| True Wealth Design, LLC | 0.00% | Add +66.7% | 5 | $1K |
| Abound Wealth Management | 0.00% | No change | 4 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 4 | $1K |
| Horizon Investments, LLC | 0.00% | No change | 8 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $1K |
| MV Capital Management, Inc. | 0.00% | New | 3 | $848 |
| Atticus Wealth Management, LLC | 0.00% | No change | 2 | $670 |
| PEAK6 Investments LLC | 0.00% | New | 2 | $540 |
| Northwest Capital Management Inc | 0.00% | No change | 1 | $310 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $283 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 1 | $282 |
"% of holder's portfolio" is WSM's weight in each manager's 13F, not the share of Williams-Sonoma Inc. the manager owns.