Williams-SonomaWSM

13F holders, Q4 2024 (December 31)
897holders +67
105new positions
73sold out
7famous investors
$185.27avg. 13F price*

At the end of Q4 2024, 897 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings, up 67 from Q3 2024. 105 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($2.9B), Vanguard Group Inc. ($2.4B) and Aristotle Capital Management, LLC ($1.7B). 7 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.3% 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

05001,0001,500 Q1 2024: 807Q1 2024Q2 2024: 822Q2 2024Q3 2024: 830Q3 2024Q4 2024: 897Q4 2024Q1 2025: 902Q1 2025Q2 2025: 917Q2 2025Q3 2025: 942Q3 2025Q4 2025: 947Q4 2025Q1 2026: 931Q1 2026Q2 2026: 1,005Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions105$204.8M
Exits73$189.7M

All 13F filers, Q3 2024 → Q4 2024: 8,002,779 shares bought and 13,844,231 shares sold, net −5,841,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 897 holders

BlackRock, Inc. 0.06% Add +1.7% 15,682,231 $2.9B
Vanguard Group Inc. 0.04% Reduce -1.7% 12,832,748 $2.4B
Aristotle Capital Management, LLC 3.25% Reduce -0.0% 9,110,899 $1.7B
Blackhill Capital Inc. 75.00% Add +0.1% 7,816,428 $1.4B
FMR LLC 0.06% Reduce -34.2% 5,774,588 $1.1B
State Street Corp. 0.04% Reduce -1.0% 5,273,781 $976.7M
Leonard Green & Partners, L.P. 14.50% No change 3,224,030 $597.0M
Invesco Ltd. 0.10% Reduce -6.7% 2,860,978 $529.8M
Geode Capital Management, LLC 0.04% Reduce -0.5% 2,674,836 $498.8M
First Trust Advisors LP 0.32% Reduce -8.5% 1,954,483 $361.9M
Northern Trust Corp. 0.05% Add +15.1% 1,902,382 $352.3M
Morgan Stanley 0.02% Add +49.6% 1,794,730 $332.3M
Dimensional Fund Advisors LP 0.07% Reduce -6.2% 1,601,420 $296.6M
Norges Bank 0.04% Add +17.0% 1,566,697 $290.1M
D. E. Shaw & Co. 0.34% Add +336.4% 1,553,525 $287.7M
Bank of New York Mellon Corp 0.04% Reduce -14.9% 1,121,741 $207.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -3.1% 1,071,121 $198.4M
Principal Financial Group Inc. 0.10% Reduce -0.1% 1,019,134 $188.7M
Renaissance Technologies 0.27% Add +64.1% 989,700 $183.3M
Amundi 0.06% Reduce -10.7% 961,959 $182.1M
Capital Research Global Investors 0.04% Reduce -44.5% 925,762 $171.4M
Charles Schwab Investment Management Inc. 0.03% Reduce -1.3% 822,409 $152.3M
UBS Group AG 0.03% Add +240.6% 738,736 $136.8M
Captrust Financial Advisors 0.34% Add +4.0% 645,402 $119.5M
Legal & General Group Plc 0.03% Reduce -0.5% 629,498 $116.6M
Millennium Management 0.10% Add +14400.2% 608,575 $112.7M
KBC Group NV 0.29% Add +6.0% 563,058 $104.3M
Caisse de depot et placement du Quebec 0.21% Reduce -26.2% 555,034 $102.8M
Skandinaviska Enskilda Banken AB (publ) 0.45% Reduce -28.6% 538,326 $100.4M
Nordea Investment Management AB 0.10% Add +48.5% 527,740 $97.9M
JPMorgan Chase & Co. 0.01% Reduce -15.6% 525,476 $97.3M
Citigroup Inc. 0.09% Reduce -5.8% 517,484 $95.8M
Nuveen Asset Management, LLC 0.02% Reduce -25.4% 475,668 $88.1M
Jane Street Group, LLC 0.14% Add +1199.7% 475,068 $88.0M
Marshall Wace, LLP 0.11% New 470,615 $87.1M
Rhumbline Advisers 0.08% Add +1.3% 463,799 $85.9M
Boston Trust Walden Corp 0.56% Reduce -2.1% 433,338 $80.2M
Squarepoint Ops LLC 0.20% Add +284.5% 421,895 $78.1M
Assetmark, Inc. 0.21% Reduce -1.3% 413,916 $76.6M
HRT Financial LP 0.39% Add +866.5% 409,286 $75.8M
Deutsche Bank AG 0.03% Add +7.7% 380,160 $70.4M
HS Management Partners, LLC 4.83% Reduce -5.5% 379,198 $70.2M
AQR Capital Management 0.09% Reduce -33.5% 378,493 $69.9M
Ameriprise Financial Inc. 0.02% Reduce -25.9% 372,971 $69.1M
Swiss National Bank 0.04% Reduce -6.5% 356,800 $66.1M
Truist Financial Corp. 0.10% Add +3.4% 340,176 $63.0M
Aberdeen Group plc 0.12% Reduce -5.4% 331,007 $61.5M
Andra AP-fonden 0.98% Add +12.3% 330,741 $61.2M
Worldquant Millennium Advisors LLC 0.39% Add +215.4% 328,579 $60.8M
Janus Henderson Group PLC 0.03% Add +1.6% 327,421 $60.6M
National Pension Service 0.06% Add +1.0% 316,535 $58.6M
Envestnet Asset Management Inc. 0.02% Add +3.7% 314,935 $58.3M
Moran Wealth Management, LLC 1.85% Add +1.5% 312,953 $58.0M
American Century Companies Inc. 0.03% Add +6.8% 309,131 $57.2M
Wells Fargo & Company 0.01% Reduce -3.9% 305,878 $56.6M
Select Equity Group, L.P. 0.22% Reduce -1.4% 296,722 $54.9M
Bank of America Corp. 0.01% Reduce -0.4% 289,172 $53.5M
Glenmede Trust Co. NA 0.27% Add +12.9% 287,173 $53.2M
Goldman Sachs Group Inc. 0.01% Reduce -40.6% 276,879 $51.3M
HSBC Holdings PLC 0.03% Reduce -49.7% 263,575 $48.8M
Royal Bank of Canada 0.01% Reduce -32.9% 254,714 $47.2M
Voya Investment Management LLC 0.06% Reduce -18.5% 253,824 $47.0M
Barclays PLC 0.02% Reduce -31.5% 253,798 $47.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +3.0% 252,289 $46.7M
ProShare Advisors LLC 0.10% Reduce -42.7% 248,104 $45.9M
Teacher Retirement System of Texas 0.16% Add +3.7% 246,066 $45.6M
Advisors Capital Management, LLC 0.70% Reduce -0.2% 239,848 $44.4M
Franklin Resources Inc. 0.01% Reduce -7.9% 227,764 $42.2M
California Public Employees Retirement System 0.03% Reduce -7.6% 223,343 $41.4M
Modera Wealth Management, LLC 0.50% Reduce -4.8% 222,492 $41.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Reduce -28.4% 218,317 $40.4M
Aviva PLC 0.10% Reduce -27.9% 217,289 $40.2M
Reik & Co., LLC 9.59% No change 215,598 $39.9M
Raymond James Financial Inc. 0.01% — 214,752 $39.8M
Systematic Financial Management LP 1.00% Add +5.1% 212,689 $39.4M
Retirement Systems of Alabama 0.14% Reduce -1.3% 204,025 $37.8M
California State Teachers Retirement System 0.04% Reduce -4.2% 199,077 $36.9M
BI Asset Management Fondsmaeglerselskab A/S 0.38% Add +117.6% 195,998 $36.3M
Vest Financial, LLC 0.63% Reduce -0.2% 190,679 $35.3M
Schroder Investment Management Group 0.03% Add +82.3% 186,359 $34.8M
Edgemoor Investment Advisors, Inc. 3.07% Reduce -3.5% 186,696 $34.6M
Qube Research & Technologies Ltd 0.06% New 181,902 $33.7M
Capital Fund Management S.A. 0.32% Add +918.4% 177,105 $32.8M
Alliancebernstein L.P. 0.01% Reduce -4.8% 175,800 $32.6M
CANADA LIFE ASSURANCE Co 0.05% Reduce -4.7% 170,870 $31.6M
Logan Capital Management Inc. 1.31% Reduce -7.4% 168,897 $31.3M
T. Rowe Price Associates Inc. 0.00% Add +3.3% 162,112 $30.0M
Jupiter Asset Management Ltd. 0.29% Reduce -50.3% 157,955 $29.3M
McRae Capital Management Inc. 5.71% Reduce -3.1% 157,416 $29.2M
First Long Island Investors, LLC 2.25% Reduce -11.3% 153,121 $28.4M
Gotham Asset Management 0.27% Add +56.5% 153,070 $28.3M
New York State Teachers Retirement System 0.06% Reduce -5.3% 150,436 $27.9M
Rodgers Brothers Inc. 3.54% Reduce -0.7% 146,535 $27.1M
Corebridge Financial, Inc. 0.14% Reduce -6.0% 143,799 $26.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -10.3% 142,885 $26.5M
Aware Super Pty Ltd as trustee of Aware Super 0.41% — 138,204 $25.6M
State Board of Administration of Florida Retirement System 0.04% Reduce -8.3% 127,058 $23.5M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -25.6% 126,051 $23.3M
Hook Mill Capital Partners, LP 2.38% Reduce -23.8% 126,001 $23.3M
Illinois Municipal Retirement Fund 0.33% Reduce -9.3% 124,974 $23.1M
Linscomb Wealth, Inc. 1.10% Reduce -2.1% 118,959 $22.0M
Pictet Asset Management Holding SA 0.02% Add +4.9% 117,308 $21.7M
Nisa Investment Advisors, LLC 0.08% Reduce -7.1% 116,060 $21.5M
Investment House LLC 1.13% Reduce -0.1% 112,311 $20.8M
Winmill & Co. Inc. 6.71% No change 111,994 $20.7M
Corient Private Wealth LP 0.03% Add +6.3% 114,047 $20.7M
Pacific Heights Asset Management LLC 1.40% No change 110,000 $20.4M
PNC Financial Services Group, Inc. 0.01% Add +5.1% 109,359 $20.3M
Susquehanna International Group, LLP 0.03% Add +81.1% 108,306 $20.1M
Congress Asset Management Co. 0.13% Reduce -2.7% 105,445 $19.5M
Verition Fund Management LLC 0.10% Add +6.2% 104,898 $19.4M
Intech Investment Management LLC 0.19% Add +172.1% 104,806 $19.4M
HighTower Advisors, LLC 0.03% Reduce -9.8% 104,243 $19.3M
Meritage Portfolio Management 1.19% Reduce -2.2% 103,632 $19.2M
Brandywine Global Investment Management, LLC 0.14% Add +41.1% 103,211 $19.1M
Clearbridge Investments, LLC 0.02% Reduce -52.3% 101,067 $18.7M
Trexquant Investment LP 0.22% New 100,269 $18.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +7.7% 95,464 $18.4M
Danske Bank A/S 0.06% Add +102.1% 99,241 $18.4M
Achmea Investment Management B.V. 0.28% Reduce -2.0% 91,632 $17.0M
KLP Kapitalforvaltning As 0.08% — 91,400 $16.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -4.1% 91,069 $16.9M
Thomas Story & Son LLC 6.94% Reduce -0.6% 89,479 $16.6M
Treasurer of the State of North Carolina 0.06% Reduce -0.5% 89,221 $16.5M
Ensign Peak Advisors, Inc 0.03% Add +0.6% 88,672 $16.4M
Man Group plc 0.05% Add +18.9% 87,808 $16.3M
Distillate Capital Partners LLC 0.80% Reduce -59.5% 87,550 $16.2M
Russell Investments Group, Ltd. 0.02% Reduce -60.9% 82,816 $15.3M
New York State Common Retirement Fund 0.02% Reduce -6.2% 80,174 $14.8M
Korea Investment CORP 0.03% Reduce -21.6% 78,813 $14.6M
MetLife Investment Management, LLC 0.07% Add +6.6% 74,462 $13.8M
Handelsbanken Fonder AB 0.05% Reduce -9.3% 74,420 $13.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% — 74,020 $13.7M
Pinebridge Investments, L.P. 0.10% Add +136.8% 71,387 $13.2M
State of Wisconsin Investment Board 0.03% Reduce -4.6% 69,287 $12.8M
Ingalls & Snyder LLC 0.50% Add +3.6% 69,041 $12.8M
Prudential PLC 0.06% Reduce -12.1% 68,444 $12.7M
Mutual of America Capital Management LLC 0.13% Reduce -4.0% 66,738 $12.4M
Vestcor Inc 0.40% Reduce -43.1% 65,406 $12.1M
US Bancorp \de 0.02% Reduce -0.8% 64,030 $11.9M
Commonwealth Equity Services, LLC 0.02% Reduce -6.5% 62,622 $11.6M
Bank of Montreal 0.01% Reduce -0.4% 62,525 $11.6M
Bridgewater Associates 0.05% Reduce -57.8% 61,438 $11.4M
Evexia Wealth LLC 3.85% Reduce -3.9% 54,856 $11.4M
West Coast Financial LLC 1.25% Reduce -0.8% 61,354 $11.4M
Amalgamated Bank 0.09% Reduce -2.6% 61,175 $11.3M
Victory Capital Management Inc. 0.01% Reduce -67.4% 60,874 $11.3M
Coston, McIsaac & Partners 3.32% Reduce -10.2% 60,448 $11.2M
Nomura Asset Management Co. Ltd. 0.03% Reduce -39.5% 60,018 $11.1M
WINTON GROUP Ltd 0.73% Reduce -49.9% 59,663 $11.0M
O'shaughnessy Asset Management, LLC 0.09% Add +0.5% 59,109 $10.9M
LPL Financial LLC 0.00% Reduce -0.8% 58,972 $10.9M
Robeco Institutional Asset Management B.V. 0.02% Reduce -13.8% 58,680 $10.9M
Cary Street Partners Financial LLC 0.35% — 57,750 $10.7M
BNP Paribas Financial Markets 0.01% Reduce -7.9% 57,564 $10.7M
Hamilton Point Investment Advisors, LLC 1.92% Add +0.7% 57,495 $10.6M
Storebrand Asset Management As 0.03% Reduce -31.1% 57,179 $10.6M
Grace & White Inc. 1.93% Reduce -3.7% 54,930 $10.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +111.7% 54,745 $10.1M
Federation des caisses Desjardins du Quebec 0.05% Reduce -2.6% 54,494 $10.1M
Candriam S.C.A. 0.06% Reduce -38.3% 53,445 $9.9M
Forsta Ap-Fonden 0.07% Reduce -19.5% 51,900 $9.6M
State of Tennessee, Department of Treasury 0.03% Reduce -2.7% 51,546 $9.5M
Kensington Investment Counsel, LLC 3.96% Add +1.6% 51,266 $9.5M
Glassy Mountain Advisors, Inc. 3.25% Reduce -2.1% 51,237 $9.5M
Dividend Assets Capital, LLC 1.83% Add +4.5% 50,990 $9.4M
Swiss Life Asset Management Ltd 0.07% Add +16.4% 50,619 $9.4M
Nicholas Company, Inc. 0.15% New 50,159 $9.3M
Prudential Financial Inc. 0.01% Reduce -4.1% 49,761 $9.2M
Sanctuary Advisors, LLC 0.06% Reduce -1.4% 42,198 $9.2M
Public Employees Retirement System of Ohio 0.03% Reduce -11.2% 49,020 $9.1M
Allianz Asset Management GmbH 0.01% Reduce -83.2% 47,811 $8.9M
Mn Services Vermogensbeheer B.V. 0.06% Add +1.9% 47,700 $8.8M
Asset Management One Co., Ltd. 0.03% Add +10.5% 47,467 $8.8M
Yousif Capital Management, LLC 0.09% Reduce -5.7% 46,286 $8.6M
State of New Jersey Common Pension Fund D 0.03% Reduce -1.7% 46,265 $8.6M
Radnor Capital Management, LLC 1.42% Reduce -10.8% 45,800 $8.5M
Comerica Bank 0.03% Reduce -4.8% 44,479 $8.2M
Seascape Capital Management 2.84% Reduce -0.8% 44,078 $8.2M
Quantitative Investment Management, LLC 0.61% Add +288.2% 43,859 $8.1M
Pathstone Holdings, LLC 0.04% Reduce -2.4% 43,088 $8.0M
Dana Investment Advisors, Inc. 0.26% Reduce -19.8% 42,831 $7.9M
Quantinno Capital Management LP 0.08% Add +60.4% 42,527 $7.9M
Telos Capital Management, Inc. 0.84% Reduce -5.6% 42,355 $7.8M
Ameritas Investment Partners, Inc. 0.25% Reduce -2.5% 41,344 $7.7M
AlpenGlobal Capital LLC 4.96% — 41,238 $7.6M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.8% 40,904 $7.6M
B & T Capital Management DBA Alpha Capital Management 1.38% Reduce -4.6% 40,584 $7.5M
Teachers Retirement System of the State of Kentucky 0.07% Reduce -4.7% 40,504 $7.5M
Lansforsakringar Fondforvaltning AB (publ) 0.03% — 40,481 $7.5M
Tabor Asset Management, LP 3.53% Reduce -36.4% 40,015 $7.4M
SFE Investment Counsel 1.56% Reduce -1.3% 39,686 $7.3M
Railway Pension Investments Ltd 0.10% Reduce -5.3% 39,600 $7.3M
Carolina Wealth Advisors, LLC 3.94% Reduce -1.7% 39,568 $7.3M
Crossmark Global Holdings, Inc. 0.13% Reduce -22.2% 38,339 $7.1M
Walleye Capital LLC 0.07% Add +1764.5% 37,812 $7.0M
Pacer Advisors, Inc. 0.02% Reduce -98.2% 37,362 $6.9M
Arizona State Retirement System 0.04% Reduce -0.4% 36,696 $6.8M
State of Michigan Retirement System 0.04% Add +1.9% 36,640 $6.8M
Mediolanum International Funds Ltd 0.09% Reduce -5.0% 35,964 $6.7M
Level Four Advisory Services, LLC 0.27% Add +5.7% 35,367 $6.5M
Bokf, NA 0.11% Reduce -35.8% 33,119 $6.5M
Sequoia Financial Advisors, LLC 0.06% Add +15.2% 35,132 $6.5M
Louisiana State Employees Retirement System 0.12% Reduce -1.4% 35,100 $6.5M
Manning & Napier Advisors LLC 0.07% Reduce -3.4% 34,761 $6.4M
Empowered Funds, LLC 0.09% Reduce -75.4% 34,666 $6.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -16.8% 34,600 $6.4M
Van Eck Associates Corp. 0.01% Add +5.6% 34,152 $6.3M
Goelzer Investment Management, Inc. 0.37% Reduce -2.2% 33,977 $6.3M
Townsquare Capital LLC 0.07% Add +11.3% 33,404 $6.2M
Sei Investments Co. 0.01% Reduce -28.6% 33,145 $6.1M
Abn Amro Investment Solutions 0.11% Reduce -13.3% 32,465 $6.0M
Romano Brothers and Company 0.75% Reduce -3.3% 32,160 $6.0M
Bell & Brown Wealth Advisors, LLC 2.21% Reduce -4.0% 32,026 $5.9M
Creative Planning 0.01% Add +6.7% 31,011 $5.7M
CapWealth Advisors, LLC 0.62% Reduce -0.5% 30,205 $5.6M
Orion Porfolio Solutions, LLC 0.06% Reduce -1.6% 30,180 $5.6M
Orion Portfolio Solutions, LLC 0.06% Reduce -1.6% 30,180 $5.6M
Beacon Pointe Advisors, LLC 0.06% Reduce -17.5% 30,170 $5.6M
Thrivent Financial for Lutherans 0.01% Reduce -1.6% 29,960 $5.5M
Panagora Asset Management Inc. 0.03% Add +371.0% 29,701 $5.5M
Cerity Partners LLC 0.01% Add +4.2% 31,228 $5.4M
Osaic Holdings, Inc. 0.01% Add +11.0% 36,509 $5.4M
Roberts Wealth Advisors, LLC 1.64% Add +25.4% 27,147 $5.4M
Vanguard Personalized Indexing Management, LLC 0.08% Add +3.0% 28,999 $5.4M
Beacon Investment Advisory Services, Inc. 0.23% Reduce -0.5% 28,955 $5.4M
Xponance LLC 0.05% Add +7.3% 28,548 $5.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.17% Reduce -57.3% 28,247 $5.3M
M. Kulyk & Associates, LLC 1.13% Reduce -18.6% 28,138 $5.2M
Northwestern Mutual Investment Management Company, LLC 0.11% Reduce -1.6% 28,079 $5.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -1.6% 27,902 $5.2M
M&T Bank Corp 0.02% Reduce -1.1% 27,268 $5.0M
J. Safra Sarasin Holding AG 0.08% Reduce -2.2% 26,855 $5.0M
Coldstream Capital Management Inc. 0.11% Reduce -0.8% 26,810 $5.0M
Boothbay Fund Management, LLC 0.15% Reduce -37.0% 26,225 $4.9M
Jain Global LLC 0.15% — 26,200 $4.9M
New Mexico Educational Retirement Board 0.16% No change 26,000 $4.8M
Promethos Capital, LLC 1.70% Add +3.4% 25,928 $4.8M
Royce & Associates LP 0.04% Reduce -7.3% 25,928 $4.8M
Oregon Public Employees Retirement Fund 0.09% Reduce -1.7% 25,755 $4.8M
Blair William & Co. 0.01% Reduce -0.0% 25,628 $4.7M
Spectrum Wealth Counsel, LLC 0.56% Reduce -1.0% 25,561 $4.7M
Cullinan Associates Inc. 0.30% Reduce -3.8% 25,400 $4.7M
Old National Bancorp 0.11% Reduce -16.0% 25,076 $4.6M
Great Diamond Partners, LLC 1.20% Reduce -0.4% 25,019 $4.6M
Militia Capital Partners, LP 4.42% — 25,000 $4.6M
Martin Capital Advisors, LLP 2.95% Add +4.1% 24,762 $4.6M
Hennessy Advisors Inc. 0.14% Reduce -5.4% 24,700 $4.6M
Concord Asset Management, LLC 1.00% Reduce -5.5% 24,690 $4.6M
South Dakota Investment Council 0.09% No change 24,360 $4.5M
Concord Wealth Partners 0.74% Reduce -0.8% 24,279 $4.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +12.7% 24,196 $4.5M
Cunning Capital Partners, LP 2.66% No change 24,000 $4.4M
Abacus FCF Advisors LLC 0.58% Add +46.2% 23,950 $4.4M
L2 Asset Management, LLC 0.96% Add +23.6% 23,681 $4.4M
Lazard Asset Management LLC 0.01% Add +177.4% 23,688 $4.4M
Centric Wealth Management 1.17% Reduce -1.0% 23,482 $4.3M
Lakewood Asset Management LLC 2.98% Reduce -0.6% 23,367 $4.3M
IFM Investors Pty Ltd 0.04% Reduce -6.2% 23,063 $4.3M
Wolverine Trading, LLC 0.09% Add +440.0% 22,471 $4.2M
DNB Asset Management AS 0.02% Add +2.9% 22,529 $4.2M
Hennion & Walsh Asset Management, Inc. 0.19% Add +5.8% 22,473 $4.2M
TD Asset Management Inc 0.00% Add +15.0% 22,446 $4.2M
Twin Capital Management Inc. 0.45% Add +3.8% 22,231 $4.1M
Natixis Advisors, LLC 0.01% Add +9.6% 22,229 $4.1M
Bayesian Capital Management, LP 0.50% New 22,000 $4.1M
CW Advisors, LLC 0.06% Reduce -9.0% 21,904 $4.1M
Trek Financial, LLC 0.30% New 21,853 $4.0M
Insight Inv LLC 2.81% Reduce -0.4% 21,786 $4.0M
LeClair Wealth Partners LLC 2.67% — 21,594 $4.0M
Los Angeles Capital Management LLC 0.02% Add +391.9% 21,380 $4.0M
Laird Norton Wetherby Wealth Management, LLC 0.19% Reduce -3.0% 21,345 $4.0M
Utah Retirement Systems 0.04% Reduce -0.9% 20,760 $3.8M
Stonebridge Capital Management Inc. 1.56% Reduce -1.0% 20,620 $3.8M
Peapack Gladstone Financial Corp. 0.06% Reduce -5.3% 20,562 $3.8M
Advisors Asset Management, Inc. 0.07% Reduce -0.7% 20,339 $3.8M
Stifel Financial Corp. 0.00% Add +3.9% 20,293 $3.8M
CWA Asset Management Group, LLC 0.19% Add +29.8% 20,281 $3.8M
DekaBank Deutsche Girozentrale 0.01% No change 20,344 $3.7M
Regatta Capital Group, LLC 0.73% Reduce -22.2% 20,227 $3.7M
Tocqueville Asset Management L.P. 0.06% Reduce -0.4% 20,109 $3.7M
Landscape Capital Management, L.L.C. 0.39% New 19,882 $3.7M
Alamar Capital Management, LLC 1.93% Reduce -4.1% 19,042 $3.5M
Johnson Investment Counsel Inc. 0.03% Reduce -18.6% 18,773 $3.5M
Vision Capital Management, Inc. 0.50% Reduce -0.3% 18,384 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% — 18,081 $3.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +14.0% 17,712 $3.3M
Federated Hermes, Inc. 0.01% Add +18.3% 17,170 $3.2M
Parsons Capital Management Inc. 0.17% Reduce -5.9% 16,962 $3.1M
Aquatic Capital Management LLC 0.08% New 16,797 $3.1M
Nomura Holdings Inc. 0.02% Add +20.4% 16,764 $3.1M
Toronto Dominion Bank 0.01% Add +4.0% 16,526 $3.1M
Credit Agricole S A 0.01% Reduce -14.7% 16,261 $3.0M
Soltis Investment Advisors LLC 0.27% Add +3.8% 15,879 $2.9M
Sheets Smith Wealth Management 0.36% No change 15,800 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.7% 15,729 $2.9M
Bank of Stockton 0.89% Reduce -2.2% 15,727 $2.9M
Nissay Asset Management Corp. /Japan 0.02% Reduce -2.3% 15,653 $2.9M
Neuberger Berman Group LLC 0.00% Reduce -0.2% 15,519 $2.9M
Signature Wealth Management Group 1.13% Add +27.6% 15,212 $2.8M
Mercer Global Advisors Inc. 0.01% Reduce -33.7% 15,082 $2.8M
Ritholtz Wealth Management 0.08% Reduce -6.0% 14,747 $2.7M
Cascade Investment Advisors, Inc. 1.73% Reduce -2.4% 14,573 $2.7M
Transform Wealth, LLC 0.15% Add +3.2% 14,459 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -38.8% 14,409 $2.7M
National Bank of Canada 0.00% Reduce -1.9% 14,138 $2.6M
Shulman DeMeo Asset Management LLC 0.70% Reduce -1.6% 14,057 $2.6M
Chase Investment Counsel Corp. 0.83% Add +16.7% 14,000 $2.6M
Stiles Financial Services Inc 0.93% Reduce -7.3% 13,850 $2.6M
Vinva Investment Management Ltd 0.10% New 13,756 $2.6M
Vision Financial Markets LLC 2.76% — 13,800 $2.6M
Precedent Wealth Partners, LLC 0.83% Add +0.8% 13,782 $2.6M
Penserra Capital Management LLC 0.05% Add +30.1% 13,643 $2.5M
1834 Investment Advisors Co. 0.31% Reduce -13.8% 13,423 $2.5M
Macquarie Group Ltd. 0.00% Add +20.1% 13,343 $2.5M
DAVENPORT & Co LLC 0.01% Add +12.3% 13,341 $2.5M
Cetera Investment Advisers 0.01% Add +8.3% 13,234 $2.5M
Elo Mutual Pension Insurance Co 0.05% Add +15.6% 13,177 $2.4M
Westwood Holdings Group Inc. 0.02% No change 13,086 $2.4M
OMERS ADMINISTRATION Corp 0.02% Reduce -25.9% 12,772 $2.4M
Public Employees Retirement Association of Colorado 0.01% No change 12,722 $2.4M
Lombard Odier Asset Management (Switzerland) SA 0.18% Reduce -12.6% 12,717 $2.4M
Shell Asset Management Co. 0.10% Reduce -0.3% 12,667 $2.3M
Formidable Asset Management, LLC 0.38% Reduce -7.9% 12,632 $2.3M
Foster & Motley Inc. 0.15% Reduce -1.8% 12,607 $2.3M
Hunter Associates Investment Management LLC 0.35% Reduce -15.8% 12,523 $2.3M
Gleason Group, Inc. 0.41% Reduce -30.8% 12,516 $2.3M
1832 Asset Management L.P. 0.00% Reduce -31.8% 12,386 $2.3M
Gulf International Bank (UK) Ltd 0.06% Reduce -0.7% 12,258 $2.3M
Parallax Volatility Advisers, L.P. 0.06% Add +7.8% 11,994 $2.2M
North Star Investment Management Corp. 0.15% No change 11,932 $2.2M
Fulton Bank, N.A. 0.09% Add +4.0% 11,923 $2.2M
Kintegral Advisory, LLC 0.21% Reduce -4.5% 11,849 $2.2M
Albion Financial Group 0.15% Add +2.8% 11,802 $2.2M
Campbell & CO Investment Adviser LLC 0.17% Add +224.8% 11,768 $2.2M
Venturi Wealth Management, LLC 0.11% Add +69.6% 11,684 $2.2M
CCM Investment Group, LLC 0.23% — 11,404 $2.1M
Tilia Fiduciary Partners, Inc. 1.42% Reduce -2.6% 11,278 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 11,252 $2.1M
Mariner, LLC 0.00% Add +0.4% 11,225 $2.1M
Clearstead Advisors, LLC 0.03% Reduce -47.4% 11,109 $2.1M
Generali Asset Management SPA SGR 0.05% — 11,083 $2.1M
Mackenzie Financial Corp. 0.00% Add +68.3% 10,985 $2.0M
Ironwood Investment Management LLC 1.01% Reduce -0.5% 10,904 $2.0M
Eukles Asset Management 0.85% Add +0.1% 10,792 $2.0M
Kerusso Capital Management LLC 1.27% Add +0.2% 10,738 $2.0M
Legacy Bridge, LLC 1.00% No change 10,396 $1.9M
Marex Group Ltd 0.03% Reduce -72.1% 10,376 $1.9M
Harvest Fund Management Co., Ltd 0.09% New 10,369 $1.9M
Mogy Joel R Investment Counsel Inc. 0.11% No change 10,200 $1.9M
Novare Capital Management LLC 0.16% Add +0.3% 10,173 $1.9M
Greatmark Investment Partners, Inc. 0.26% Add +7.0% 10,115 $1.9M
TCW Group Inc. 0.02% Reduce -20.6% 10,034 $1.9M
Strategic Investment Advisors / MI 0.20% Reduce -3.8% 10,030 $1.9M
CPC Advisors, LLC 0.25% Add +155.9% 10,029 $1.9M
Berkeley, Inc 0.96% Reduce -49.9% 10,004 $1.9M
Daiwa Securities Group Inc. 0.01% Add +2.1% 9,900 $1.8M
Commerce Bank 0.01% Reduce -0.6% 9,747 $1.8M
JGP Wealth Management, LLC 0.23% Add +0.1% 9,651 $1.8M
Tredje AP-fonden 0.02% Reduce -50.0% 9,581 $1.8M
Securian Asset Management, Inc. 0.05% Reduce -4.5% 9,551 $1.8M
Maverick Capital 0.03% New 9,540 $1.8M
Transatlantique Private Wealth LLC 0.67% Reduce -3.7% 9,525 $1.8M
NewEdge Advisors, LLC 0.01% Reduce -6.5% 9,277 $1.7M
Great Lakes Advisors, LLC 0.01% Add +0.1% 9,157 $1.7M
B. Metzler seel. Sohn & Co. AG 0.02% No change 9,138 $1.7M
Greenland Capital Management LP 0.34% New 9,085 $1.7M
QRG Capital Management, Inc. 0.02% Add +14.9% 9,059 $1.7M
Caprock Group, LLC 0.05% Add +3.6% 9,013 $1.7M
Impact Investors, Inc 1.28% — 8,922 $1.7M
Speece Thorson Capital Group Inc. 0.32% No change 8,888 $1.6M
Janney Montgomery Scott LLC 0.00% Add +42.0% 8,679 $1.6M
Wilmington Savings Fund Society, FSB 0.03% Reduce -17.0% 8,590 $1.6M
Pensionfund Sabic 0.41% New 8,500 $1.6M
Basepoint Wealth LLC 1.25% Reduce -15.4% 8,479 $1.6M
Retireful, LLC 0.88% New 8,447 $1.6M
Knollwood Investment Advisory, LLC 0.16% No change 8,434 $1.6M
Ieq Capital, LLC 0.01% New 8,366 $1.5M
Round Hill Asset Management 1.09% Reduce -14.6% 8,357 $1.5M
ExodusPoint Capital Management, LP 0.02% New 8,293 $1.5M
CIBC Private Wealth Group LLC 0.00% Reduce -9.7% 7,839 $1.5M
Caisse Des Depots Et Consignations 0.07% — 8,190 $1.5M
Schnieders Capital Management LLC 0.30% No change 7,996 $1.5M
Raiffeisen Bank International AG 0.02% — 7,796 $1.5M
Assenagon Asset Management S.A. 0.00% Reduce -12.7% 7,769 $1.4M
Valley National Advisers Inc. 0.26% Reduce -11.8% 7,695 $1.4M
Redwood Investment Management, LLC 0.14% New 7,689 $1.4M
MAI Capital Management 0.01% Add +11.2% 7,630 $1.4M
Accent Capital Management, LLC 0.79% No change 7,463 $1.4M
Acadian Asset Management LLC 0.00% Reduce -95.3% 7,462 $1.4M
CreativeOne Wealth, LLC 0.04% Add +29.4% 7,431 $1.4M
Aigen Investment Management, LP 0.24% Reduce -7.7% 7,422 $1.4M
Group One Trading LLC 0.05% Reduce -3.2% 7,377 $1.4M
Trivant Custom Portfolio Group, LLC 0.80% Add +52.8% 7,367 $1.4M
Ethic Inc. 0.03% Add +257.6% 7,353 $1.4M
Norden Group LLC 0.15% Reduce -1.5% 7,349 $1.4M
Private Advisor Group, LLC 0.01% Reduce -0.6% 7,342 $1.4M
Tower Research Capital LLC (TRC) 0.03% Add +61.6% 7,305 $1.4M
LRT Capital Management, LLC 1.06% Reduce -9.3% 7,290 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -4.5% 7,198 $1.3M
Western Wealth Management, LLC 0.07% Reduce -3.6% 7,189 $1.3M
Merit Financial Group, LLC 0.02% New 7,139 $1.3M
Gateway Investment Advisers LLC 0.01% Reduce -61.9% 7,119 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +43.1% 7,075 $1.3M
Virtue Capital Management, LLC 0.26% Add +5.8% 7,014 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -18.6% 6,984 $1.3M
Synovus Financial Corp. 0.02% Add +1.1% 6,969 $1.3M
GS Investments, Inc. 0.58% Reduce -29.4% 6,956 $1.3M
TD Waterhouse Canada Inc. 0.01% Add +317.1% 6,933 $1.3M
MML Investors Services, LLC 0.00% Add +10.0% 6,808 $1.3M
Brighton Jones LLC 0.04% Add +22.4% 6,742 $1.2M
Maryland State Retirement & Pension System 0.03% Reduce -8.1% 6,680 $1.2M
Elevated Capital Advisors, LLC 0.33% Reduce -8.7% 6,548 $1.2M
Atlas Capital Advisors Inc. 0.15% No change 6,512 $1.2M
Baird Financial Group, Inc. 0.00% Add +13.8% 6,496 $1.2M
Pitcairn Co. 0.07% Add +19.8% 6,470 $1.2M
Tidal Investments LLC 0.01% Add +47.4% 6,460 $1.2M
Impax Asset Management Group plc 0.01% Reduce -1.2% 6,449 $1.2M
E. Ohman J:or Asset Management AB 0.03% Add +18.5% 6,400 $1.2M
Westmount Partners, LLC 0.35% Add +0.9% 6,242 $1.2M
AXA S.A. 0.00% Reduce -61.2% 6,097 $1.1M
Greenleaf Trust 0.01% Reduce -4.8% 6,002 $1.1M
PKO Investment Management Joint-Stock Co 0.14% Reduce -40.0% 6,000 $1.1M
Ontario Teachers Pension Plan Board 0.02% Add +71.8% 5,965 $1.1M
&partners 0.01% Add +74.4% 5,672 $1.1M
Cooper Financial Group 0.13% Add +6.6% 5,845 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.87% Add +3.9% 5,809 $1.1M
Virtu Financial LLC 0.06% New 5,789 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% New 5,728 $1.1M
Cibc World Markets Corp. 0.01% Reduce -23.7% 5,717 $1.1M
TFG Advisers LLC 0.38% Add +0.4% 5,652 $1.0M
Cadence Bank 0.07% Reduce -1.6% 5,646 $1.0M
Roberts Capital Advisors, LLC 0.87% No change 5,596 $1.0M
Aster Capital Management (DIFC) Ltd 0.39% New 5,526 $1.0M
Argyle Capital Partners, LLC 0.88% — 5,524 $1.0M
Ballentine Partners, LLC 0.02% Add +2.7% 5,516 $1.0M
Vident Advisory, LLC 0.02% Reduce -13.7% 5,514 $1.0M
Peak Retirement Planning, Inc. 0.68% — 5,454 $1.0M
Diversify Wealth Management, LLC 0.08% Add +56.0% 5,119 $1.0M
FIL Ltd 0.00% Add +66.5% 5,306 $983K
Vontobel Holding Ltd. 0.00% Reduce -25.3% 5,147 $953K
Alliance Wealth Advisors, LLC 0.25% Reduce -8.3% 5,143 $952K
E Fund Management Co., Ltd. 0.05% No change 5,098 $944K
Modern Wealth Management, LLC 0.04% Reduce -1.1% 5,077 $940K
Alexander Labrunerie & Co., Inc. 0.42% Reduce -0.5% 5,066 $938K
Patten & Patten Inc. 0.06% No change 5,040 $933K
Taurus Asset Management, LLC 0.09% No change 5,000 $926K
Jefferies Financial Group Inc. 0.01% Add +24.0% 5,000 $926K
Fifth Third Wealth Advisors LLC 0.05% Reduce -1.4% 4,948 $916K
First Citizens Bank & Trust Co. 0.02% Add +6.7% 4,948 $916K
D.A. Davidson & Co. 0.01% Reduce -13.4% 4,890 $906K
Focus Partners Wealth 0.00% Add +136.9% 4,843 $897K
Ashton Thomas Private Wealth, LLC 0.03% New 4,820 $893K
Prospera Financial Services Inc 0.02% Add +0.4% 4,819 $892K
Engineers Gate Manager LP 0.02% New 4,787 $886K
Burton Enright Welch 0.18% No change 4,744 $878K
Evergreen Capital Management LLC 0.03% Add +47.1% 4,738 $877K
Shelton Capital Management 0.02% Reduce -7.4% 4,723 $875K
Graypoint LLC 0.05% Add +0.3% 4,722 $874K
CHICAGO TRUST Co NA 0.16% Add +0.1% 4,628 $857K
Signaturefd, LLC 0.02% Reduce -4.3% 4,598 $851K
Kingsview Wealth Management, LLC 0.02% Reduce -10.8% 4,567 $846K
Michels Family Financial, LLC 0.77% — 4,555 $844K
OmniStar Financial Group, Inc. 0.68% Reduce -5.0% 4,555 $843K
PKS Advisory Services, LLC 0.21% — 4,545 $842K
Envestnet Portfolio Solutions, Inc. 0.00% Add +6.0% 4,516 $836K
Metis Global Partners, LLC 0.03% Reduce -7.0% 4,509 $835K
Renasant Bank 0.54% Add +0.3% 4,503 $834K
Buttonwood Financial Advisors Inc. 0.37% Add +0.0% 4,493 $832K
Winnacle Wealth LLC 0.82% — 4,626 $824K
Burney Co./ 0.03% Reduce -2.1% 4,417 $818K
Brown Advisory Inc. 0.00% Add +2.7% 4,373 $810K
Bank of Nova Scotia 0.00% Reduce -30.1% 4,359 $807K
Sterling Capital Management LLC 0.01% Add +26.9% 4,333 $802K
Advisory Services Network, LLC 0.01% Add +470.7% 4,212 $780K
Catalyst Funds Management Pty Ltd 0.19% Add +200.0% 4,200 $778K
CIBC Asset Management Inc 0.00% Add +13.2% 4,181 $774K
McBroom & Associates, LLC 0.44% Reduce -0.1% 4,177 $773K
GHP Investment Advisors, Inc. 0.04% Reduce -2.5% 4,143 $767K
Plato Investment Management Ltd 0.06% Add +20.6% 4,127 $767K
Prairiewood Capital, LLC 0.33% Reduce -41.8% 4,120 $763K
MWA Asset Management 0.51% Reduce -2.6% 4,117 $762K
Bailard, Inc. 0.02% Add +1.6% 4,091 $758K
NORTHSTAR ASSET MANAGEMENT Co 0.17% No change 4,000 $741K
Trust Point Inc. 0.05% Add +46.6% 3,969 $735K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.45% — 3,962 $734K
Portside Wealth Group, LLC 0.12% Add +45.5% 3,955 $732K
Lindenwold Advisors, INC 0.39% Reduce -4.8% 3,926 $727K
Jones Financial Companies LLLP 0.00% Add +132.0% 3,905 $723K
Kestra Advisory Services, LLC 0.00% Reduce -12.5% 3,903 $723K
Center For Asset Management LLC 0.47% Reduce -1.7% 3,890 $720K
DGS Capital Management, LLC 0.18% Reduce -1.1% 3,843 $712K
AMG National Trust Bank 0.02% No change 3,800 $704K
Keybank National Association 0.00% Add +5.7% 3,707 $686K
Jump Financial, LLC 0.01% Reduce -54.2% 3,696 $684K
Allstate Corp. 0.02% New 3,683 $682K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -5.4% 3,657 $678K
Aries Wealth Management 0.19% No change 3,660 $678K
Two Sigma Securities, LLC 0.12% Add +105.8% 3,605 $668K
Vaughan David Investments LLC 0.02% No change 3,600 $667K
RFG Advisory, LLC 0.02% Reduce -31.0% 3,594 $665K
CENTRAL TRUST Co 0.02% Reduce -0.0% 3,590 $665K
Elevation Point Wealth Partners, LLC 0.05% Reduce -1.5% 3,559 $659K
Empirical Finance, LLC 0.04% Reduce -42.3% 3,539 $655K
Wendell David Associates Inc. 0.06% Reduce -5.4% 3,500 $648K
Praxis Investment Management Inc. 0.04% New 3,500 $648K
Resonant Capital Advisors, LLC 0.05% Add +1.6% 3,474 $643K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -23.8% 3,363 $623K
Absher Wealth Management, LLC 0.08% Add +1.3% 3,349 $620K
Checchi Capital Advisers, LLC 0.05% No change 3,271 $606K
PFG Investments, LLC 0.04% Add +1.0% 3,263 $604K
Choreo, LLC 0.01% Reduce -22.9% 3,212 $597K
Ignite Planners, LLC 0.13% No change 3,092 $596K
Kestra Investment Management, LLC 0.02% Reduce -5.7% 3,184 $590K
Bridgefront Capital, LLC 0.20% New 3,180 $589K
Balyasny Asset Management L.P. 0.00% New 3,174 $588K
Naples Global Advisors, LLC 0.05% No change 3,158 $585K
MainStreet Investment Advisors LLC 0.08% Reduce -23.3% 3,148 $583K
CI Investments Inc. 0.00% Reduce -20.6% 3,130 $580K
Profund Advisors LLC 0.02% Reduce -15.6% 3,129 $579K
Scotia Capital Inc. 0.00% Reduce -1.6% 3,096 $573K
Applied Finance Capital Management, LLC 0.02% No change 3,094 $573K
Lido Advisors, LLC 0.00% Reduce -2.3% 3,080 $570K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -5.7% 3,078 $570K
Isthmus Partners, LLC 0.07% Reduce -10.6% 3,072 $569K
Florida Financial Advisors, LLC 0.25% Reduce -5.2% 3,042 $563K
Mgo One Seven LLC 0.02% Add +5.9% 3,018 $559K
111 Capital 0.12% — 3,006 $557K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% New 3,000 $556K
Brown Brothers Harriman & Co. 0.00% No change 2,988 $553K
IFP Advisors, Inc 0.02% Reduce -3.9% 2,942 $545K
Jeppson Wealth Management, LLC 0.20% Reduce -2.7% 2,943 $545K
Impact Partnership Wealth, LLC 0.11% Reduce -6.4% 2,933 $543K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -38.0% 2,913 $543K
Quadrant Capital Group LLC 0.04% Reduce -1.9% 2,904 $538K
Paradigm Asset Management Co. LLC 0.15% New 2,900 $537K
Sagespring Wealth Partners, LLC 0.01% — 2,899 $537K
Parallel Advisors, LLC 0.01% Reduce -1.7% 2,892 $536K
Private Client Services, LLC 0.29% Reduce -48.8% 2,892 $536K
Rafferty Asset Management, LLC 0.00% Reduce -2.7% 2,885 $534K
Fieldview Capital Management, LLC 0.08% — 2,883 $534K
HB Wealth Management, LLC 0.01% New 2,879 $533K
Seeds Investor LLC 0.15% Add +14.6% 2,864 $530K
SkyOak Wealth, LLC 0.11% Reduce -6.8% 2,863 $530K
Creekside Partners 0.27% No change 2,860 $530K
Hanseatic Management Services Inc. 0.67% Add +7.6% 2,837 $525K
Cwm, LLC 0.00% Add +13.4% 2,789 $516K
Guggenheim Capital LLC 0.00% Reduce -75.7% 2,786 $516K
Benchmark Financial Wealth Advisors, LLC 0.17% Reduce -1.0% 2,783 $515K
One Wealth Advisors, LLC 0.07% Add +0.5% 2,721 $504K
Cambria Investment Management, L.P. 0.03% Reduce -9.7% 2,716 $503K
Seven Mile Advisory 0.32% Reduce -7.8% 2,704 $501K
AdvisorShares Investments LLC 0.10% New 2,690 $498K
Proficio Capital Partners LLC 0.04% Add +8.2% 2,676 $496K
Atria Wealth Solutions, Inc. 0.01% Add +85.1% 2,671 $495K
Gsa Capital Partners LLP 0.04% Reduce -50.4% 2,644 $490K
Grant Private Wealth Management Inc 0.53% — 2,642 $489K
Wakefield Asset Management LLLP 0.16% New 2,634 $488K
Motley Fool Asset Management LLC 0.03% Add +12.7% 2,634 $488K
GeoWealth Management, LLC 0.02% Add +85.9% 2,625 $486K
Kingswood Wealth Advisors, LLC 0.04% New 2,608 $483K
Avantax Advisory Services, Inc. 0.00% Add +2.8% 2,575 $477K
Alpha Omega Wealth Management LLC 0.09% Reduce -8.4% 2,560 $474K
Atria Investments, Inc 0.01% Reduce -1.9% 2,510 $465K
Benjamin Edwards Inc. 0.01% Add +4.8% 2,500 $463K
Alps Advisors Inc. 0.00% No change 2,490 $461K
Confluence Wealth Services, Inc. 0.03% Reduce -28.9% 2,143 $454K
Advisor OS, LLC 0.05% New 2,449 $454K
Syverson Strege & Co 0.15% Add +3.7% 2,448 $453K
Qsemble Capital Management, LP 0.06% New 2,422 $449K
Centennial Bank 0.21% Reduce -3.8% 2,416 $447K
Convergence Investment Partners, LLC 0.10% New 2,404 $445K
UniSuper Management Pty Ltd 0.00% Reduce -60.9% 2,400 $444K
Ascent Group, LLC 0.03% Reduce -2.3% 2,385 $442K
Princeton Global Asset Management LLC 0.08% Add +3593.8% 2,364 $438K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.9% 2,325 $430K
Farther Finance Advisors, LLC 0.02% Reduce -20.1% 2,316 $429K
Archer Investment Corp 0.11% Reduce -11.5% 2,315 $429K
Manske Wealth Management 0.17% — 2,304 $427K
Baker Avenue Asset Management, LP 0.01% Add +9.0% 2,294 $425K
Forum Financial Management, LP 0.01% Add +0.6% 2,292 $424K
Saxon Interests, Inc. 0.19% Reduce -10.4% 2,282 $423K
King Luther Capital Management Corp. 0.00% Add +6.7% 2,271 $421K
Prime Capital Investment Advisors, LLC 0.01% Add +1.2% 2,269 $420K
M.E. Allison & Co., Inc. 0.46% — 2,257 $418K
Klingman & Associates, LLC 0.03% Reduce -3.9% 2,244 $416K
Stratos Wealth Partners, LTD. 0.01% New 2,244 $416K
AE Wealth Management LLC 0.00% Add +10.4% 2,195 $406K
Canopy Partners, LLC 0.15% No change 2,193 $406K
Plimoth Trust Co. LLC 0.10% Reduce -4.2% 2,190 $406K
Rebalance, LLC 0.03% No change 2,180 $404K
Wedmont Private Capital 0.02% New 2,047 $403K
Cibc World Market Inc. 0.00% New 2,170 $402K
Kimelman & Baird, LLC 0.03% No change 2,144 $397K
Sovran Advisors, LLC 0.06% — 2,049 $395K
Private Trust Co. NA 0.04% Add +8.2% 2,122 $393K
Neo Ivy Capital Management 0.08% New 2,106 $389K
Bleakley Financial Group, LLC 0.01% Reduce -9.2% 2,092 $387K
Dorsey Wright & Associates 0.09% Reduce -0.7% 2,067 $383K
OneDigital Investment Advisors LLC 0.00% Reduce -66.6% 2,059 $381K
Wesbanco Bank Inc. 0.01% New 2,040 $378K
Hyperion Capital Advisors LP 0.19% No change 2,020 $374K
Whipplewood Advisors, LLC 0.21% — 2,007 $372K
Catalina Capital Group, LLC 0.12% Reduce -0.3% 2,004 $371K
Indiana Trust & Investment Management Co 0.13% No change 2,000 $370K
Gateway Wealth Partners, LLC 0.10% No change 2,000 $370K
one8zero8, LLC 0.08% — 2,000 $370K
RBF Capital, LLC 0.02% No change 2,000 $370K
Sapient Capital LLC 0.01% No change 2,000 $370K
Diversify Advisory Services, LLC 0.02% Reduce -42.3% 1,863 $367K
Trajan Wealth LLC 0.02% Reduce -13.2% 1,964 $364K
Blue Investment Partners LLC 0.13% No change 1,963 $364K
Kestra Private Wealth Services, LLC 0.01% New 1,956 $362K
Hantz Financial Services, Inc. 0.01% Reduce -37.4% 1,942 $360K
American Money Management, LLC 0.07% Reduce -14.3% 1,942 $360K
NorthRock Partners, LLC 0.01% Reduce -4.3% 1,933 $358K
Sigma Planning Corp 0.01% Reduce -0.5% 1,926 $357K
Astoria Portfolio Advisors LLC. 0.13% Reduce -1.1% 1,834 $353K
Geneos Wealth Management Inc. 0.01% No change 1,903 $352K
Roanoke Asset Management Corp./ NY 0.11% No change 1,900 $352K
Larson Financial Group LLC 0.02% Reduce -7.8% 1,894 $351K
Tiemann Investment Advisors, LLC 0.16% Add +7.1% 1,885 $349K
Abacus Planning Group, Inc. 0.06% Reduce -2.3% 1,876 $347K
High Note Wealth, LLC 0.09% No change 1,872 $347K
American Alpha Advisors, LLC 0.31% Reduce -5.5% 1,850 $343K
Linden Thomas Advisory Services, LLC 0.04% Add +0.2% 1,847 $342K
Fulcrum Capital LLC 0.07% Reduce -51.6% 1,800 $333K
Smith Group Asset Management, LLC 0.02% Reduce -66.5% 1,780 $330K
Paulson Wealth Management Inc. 0.09% Add +2.8% 1,773 $328K
First Western Trust Bank 0.02% Add +1.6% 1,767 $327K
Adero Partners, LLC 0.02% Reduce -23.6% 1,762 $326K
Investment Partners Asset Management, Inc. 0.25% Reduce -0.2% 1,720 $319K
Cynosure Group, LLC 0.05% Reduce -30.9% 1,660 $307K
Aptus Capital Advisors, LLC 0.00% Reduce -4.0% 1,653 $306K
Edmp, Inc. 0.29% No change 1,652 $306K
Phillips Wealth Planners LLC 0.30% Reduce -1.2% 1,548 $305K
Clarius Group, LLC 0.02% Add +0.6% 1,640 $304K
GAMMA Investing LLC 0.03% Reduce -4.6% 1,633 $302K
Silverlake Wealth Management LLC 0.12% No change 1,616 $299K
BayBridge Capital Group, LLC 0.22% No change 1,602 $297K
Callan Family Office, LLC 0.02% New 1,598 $296K
FourThought Financial Partners, LLC 0.03% New 1,584 $293K
Smartleaf Asset Management LLC 0.03% Add +255.1% 1,573 $293K
Fifth Third Bancorp 0.00% Reduce -19.7% 1,573 $291K
Gallacher Capital Management LLC 0.14% Reduce -5.0% 1,571 $291K
Pflug Koory, LLC 0.02% No change 1,552 $287K
Edgestream Partners, L.P. 0.01% Reduce -42.2% 1,549 $287K
Regions Financial Corp. 0.00% Reduce -6.8% 1,547 $286K
Kathmere Capital Management, LLC 0.03% Reduce -13.3% 1,540 $285K
Compound Planning, Inc. 0.01% Add +7.2% 1,540 $285K
Glenview Trust Co 0.01% Reduce -14.2% 1,530 $283K
Counterpoint Mutual Funds LLC 0.04% New 1,522 $282K
Covenant Asset Management, LLC 0.06% No change 1,510 $280K
Quantum Financial Advisors, LLC 0.04% Reduce -0.4% 1,502 $278K
Whalen Wealth Management Inc. 0.19% New 1,500 $278K
First Interstate Bank 0.02% No change 1,500 $278K
World Investment Advisors 0.01% New 1,496 $277K
Cahaba Wealth Management, Inc. 0.02% No change 1,492 $276K
Tiaa Trust, National Association 0.00% Reduce -2.2% 1,467 $272K
Intrust Bank NA 0.03% Reduce -17.7% 1,456 $270K
Voleon Capital Management LP 0.02% — 1,444 $267K
Pinnacle Bancorp, Inc. 0.09% No change 1,440 $267K
Covestor Ltd 0.17% Add +11.8% 1,437 $266K
EP Wealth Advisors, LLC 0.00% Reduce -8.2% 1,429 $265K
HighPoint Advisor Group LLC 0.01% New 1,278 $264K
SVB Wealth LLC 0.00% New 1,424 $264K
Community Bank & Trust, Waco, Texas 0.06% No change 1,420 $263K
Savvy Advisors, Inc. 0.03% Add +0.6% 1,415 $262K
Sheridan Capital Management, LLC 0.18% No change 1,411 $261K
Clark Asset Management, LLC 0.05% No change 1,406 $260K
Ehrlich Financial Group 0.18% No change 1,396 $259K
Mutual Advisors, LLC 0.01% New 1,297 $258K
Wealthcare Advisory Partners LLC 0.01% New 1,393 $258K
First Bank & Trust 0.05% New 1,392 $258K
Empirical Asset Management, LLC 0.09% Add +19.0% 2,764 $257K
Canandaigua National Bank & Trust Co. 0.03% New 1,389 $257K
Axq Capital, LP 0.12% Reduce -71.2% 1,385 $256K
Lake Street Advisors Group, LLC 0.01% Reduce -7.7% 1,382 $256K
Christensen, King & Associates Investment Services, Inc. 0.12% No change 1,362 $256K
V-Square Quantitative Management LLC 0.04% Add +0.9% 1,350 $250K
Leavell Investment Management, Inc. 0.01% Reduce -2.4% 1,349 $250K
Moseley Investment Management Inc. 0.10% Add +2.4% 1,336 $247K
Valeo Financial Advisors, LLC 0.01% Reduce -4.7% 1,331 $246K
Snowden Capital Advisors LLC 0.01% New 1,326 $246K
Csenge Advisory Group 0.01% Reduce -8.3% 1,324 $245K
Aaron Wealth Advisors LLC 0.03% New 1,319 $244K
Cigna Investments Inc. 0.04% No change 1,314 $243K
Signature Estate & Investment Advisors LLC 0.01% No change 1,312 $243K
Focus Financial Network, Inc. 0.01% No change 1,310 $243K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -87.1% 1,304 $241K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,300 $241K
Beacon Bank & Trust 0.06% New 1,288 $239K
Capital World Investors 0.00% Reduce -25.2% 1,287 $238K
Journey Strategic Wealth LLC 0.01% New 1,285 $238K
Ferguson Wellman Capital Management, Inc. 0.00% New 1,285 $238K
Badgley Phelps Wealth Managers, LLC 0.01% New 1,284 $238K
Savant Capital, LLC 0.00% Reduce -9.3% 1,272 $236K
Great Valley Advisor Group, Inc. 0.01% New 1,265 $234K
Ring Mountain Capital, LLC 0.16% — 1,258 $233K
Evercore Wealth Management, LLC 0.00% New 1,256 $233K
Claret Asset Management Corp 0.04% New 1,248 $231K
Crestline Management, L.P. 0.01% Reduce -48.1% 1,247 $231K
Eagle Harbor Asset Management Inc. 0.23% Reduce -10.8% 1,240 $230K
Ostrum Asset Management 0.02% Reduce -4.0% 1,240 $230K
Cullen Investment Group, LTD. 0.03% Reduce -8.4% 1,235 $229K
Blue Trust, Inc. 0.00% Reduce -6.5% 1,233 $228K
Simon Quick Advisors, LLC 0.01% New 1,233 $228K
Bison Wealth, LLC 0.05% New 1,228 $227K
denkapparat Operations GmbH 0.34% — 1,228 $227K
Robeco Schweiz AG 0.00% Reduce -6.2% 1,224 $227K
Money Concepts Capital Corp. 0.02% New 1,217 $225K
TFB Advisors LLC 0.06% New 1,214 $225K
Moneco Advisors, LLC 0.02% New 1,206 $223K
Second Line Capital, LLC 0.06% Reduce -7.9% 1,205 $223K
Pinnacle Associates Ltd. 0.00% New 1,205 $223K
Planned Solutions, Inc. 0.09% Add +25.0% 1,200 $222K
Fort Sheridan Advisors LLC 0.03% New 1,200 $222K
Focused Wealth Management, Inc 0.03% New 1,200 $222K
Wealthfront Advisers LLC 0.00% New 1,198 $222K
Colonial Trust Co / SC 0.03% Add +3.5% 1,197 $222K
Bessemer Group Inc. 0.00% Add +48.5% 1,176 $218K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -99.9% 1,168 $216K
Algert Global LLC 0.01% New 1,160 $215K
Stevens Capital Management LP 0.09% New 1,156 $214K
United Capital Financial Advisors, LLC 0.00% New 1,155 $214K
J.W. Cole Advisors, Inc. 0.01% New 1,150 $213K
NDVR, Inc. 0.20% New 1,136 $210K
SignalPoint Asset Management, LLC 0.05% New 1,129 $209K
Paragon Capital Management Ltd 0.04% New 1,114 $206K
LGL Partners, LLC 0.03% New 1,111 $206K
Citizens Financial Group Inc. 0.00% New 1,106 $205K
HBK Sorce Advisory LLC 0.01% New 1,096 $203K
Spire Wealth Management 0.01% Add +57.3% 1,096 $203K
Prelude Capital Management, LLC 0.02% Reduce -44.5% 1,089 $202K
Providence Wealth Advisors, LLC 0.15% New 1,010 $201K
Avior Wealth Management, LLC 0.01% Add +1.5% 956 $177K
Principal Securities, Inc. 0.00% Reduce -6.8% 849 $157K
UMB Bank, n.a. 0.00% Add +57.8% 841 $156K
Nvwm, LLC 0.04% No change 825 $153K
Capital Advisors, Ltd. LLC 0.02% No change 816 $151K
Virtus Investment Advisers, LLC 0.12% No change 800 $148K
Activest Wealth Management 0.04% No change 800 $148K
Cullen/Frost Bankers, Inc. 0.00% Reduce -39.0% 776 $144K
Transamerica Financial Advisors, LLC 0.01% Add +0.9% 746 $139K
Huntington National Bank 0.00% Reduce -7.5% 715 $132K
Quent Capital, LLC 0.01% Add +0.1% 697 $129K
DT Investment Partners, LLC 0.01% No change 694 $129K
SG Americas Securities, LLC 0.00% Reduce -76.2% 679 $126K
Anchor Investment Management, LLC 0.01% No change 660 $122K
Painted Porch Advisors LLC 0.06% Add +47.0% 657 $122K
Evermay Wealth Management LLC 0.02% No change 600 $111K
Whittier Trust Co. 0.00% Reduce -8.2% 597 $111K
Plante Moran Financial Advisors, LLC 0.01% No change 594 $110K
Harbor Investment Advisory, LLC 0.01% No change 593 $110K
Whittier Trust Co. of Nevada Inc. 0.00% Add +141.8% 561 $104K
Brown, Lisle/Cummings, Inc. 0.03% New 560 $104K
Groupe la Francaise 0.00% — 516 $95K
Allworth Financial LP 0.00% Reduce -4.1% 447 $95K
Asset Dedication, LLC 0.01% Reduce -41.5% 468 $87K
Park Square Financial Group, LLC 0.06% — 466 $86K
Global Retirement Partners, LLC 0.00% Add +47.2% 443 $82K
SBI Securities Co., Ltd. 0.00% — 436 $81K
Lindbrook Capital, LLC 0.01% Reduce -13.0% 422 $78K
Hemington Wealth Management 0.02% Add +6.9% 418 $77K
AdvisorNet Financial, Inc 0.01% Reduce -1.9% 409 $76K
Bogart Wealth, LLC 0.00% No change 406 $75K
EverSource Wealth Advisors, LLC 0.00% Add +15.4% 396 $73K
Rosenberg Matthew Hamilton 0.02% Add +69.7% 370 $69K
Lavaca Capital LLC 0.03% New 368 $68K
Front Row Advisors LLC 0.02% No change 350 $65K
Rise Advisors, LLC 0.03% Add +0.3% 340 $63K
Clearstead Trust, LLC 0.01% Reduce -6.9% 335 $62K
Versant Capital Management, Inc 0.01% Add +17.1% 328 $61K
GPS Wealth Strategies Group, LLC 0.01% No change 314 $58K
Human Investing LLC 0.01% New 302 $56K
Tobam 0.02% New 299 $55K
AlphaQuest LLC 0.01% New 296 $55K
Concourse Financial Group Securities, Inc. 0.00% Reduce -50.0% 250 $53K
Ossiam 0.00% Reduce -97.9% 270 $50K
Ofi Invest Asset Management 0.00% — 275 $49K
Capital Analysts, LLC 0.00% No change 265 $49K
Bell Investment Advisors, Inc 0.01% Reduce -17.5% 264 $49K
LGT Financial Advisors LLC 0.10% No change 251 $46K
ORG Partners LLC 0.01% New 250 $46K
Richards, Merrill & Peterson, Inc. 0.02% — 248 $46K
Van Hulzen Asset Management, LLC 0.00% New 216 $40K
Kozak & Associates, Inc. 0.01% New 201 $39K
Johnson Financial Group, Inc. 0.00% No change 180 $38K
NFSG Corp 0.01% New 203 $38K
Sittner & Nelson, LLC 0.02% No change 200 $37K
HM Payson & Co. 0.00% No change 200 $37K
Ascentis Wealth Management, LLC 0.01% Reduce -11.8% 194 $36K
Clean Yield Group 0.01% No change 192 $36K
Bartlett & Co. Wealth Management LLC 0.00% No change 188 $35K
Cassady Schiller Wealth Management, LLC 0.01% Add +3.6% 172 $32K
Smithfield Trust Co 0.00% No change 160 $30K
Arax Advisory Partners 0.00% Add +23.7% 162 $30K
Exchange Traded Concepts, LLC 0.00% Reduce -95.4% 160 $30K
Red Tortoise LLC 0.01% No change 144 $27K
WR Wealth Planners, LLC 0.01% Add +28.3% 136 $25K
Evolution Advisers, Inc. 0.01% No change 132 $24K
Contravisory Investment Management, Inc. 0.01% No change 126 $23K
Foster Dykema Cabot & Partners, LLC 0.00% No change 122 $23K
Mechanics Financial Corp 0.01% No change 120 $22K
WASHINGTON TRUST Co 0.00% No change 120 $22K
Medallion Wealth Advisors, LLC 0.01% — 110 $20K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 110 $20K
Golden State Wealth Management, LLC 0.00% — 110 $20K
Bayforest Capital Ltd 0.03% — 109 $20K
JFS Wealth Advisors, LLC 0.00% No change 103 $19K
MRP Capital Investments, LLC 0.02% New 100 $19K
Citizens National Bank Trust Department 0.00% No change 100 $19K
Quarry LP 0.00% Reduce -74.5% 100 $19K
Sandy Spring Bank 0.00% No change 97 $18K
Rogco, LP 0.01% No change 96 $18K
Brooklyn Investment Group 0.01% Reduce -46.9% 95 $18K
Private Wealth Management Group, LLC 0.01% Add +3.3% 93 $17K
MCF Advisors LLC 0.00% No change 84 $16K
Tidemark, LLC 0.01% No change 84 $16K
Westside Investment Management, Inc. 0.00% No change 84 $16K
CVA Family Office, LLC 0.00% Add +148.5% 82 $15K
Continuum Advisory, LLC 0.00% Reduce -20.4% 82 $15K
Atwood & Palmer Inc. 0.00% New 82 $15K
Salem Investment Counselors Inc. 0.00% No change 80 $15K
WealthCollab, LLC 0.01% Add +6.8% 79 $15K
CoreCap Advisors, LLC 0.00% Add +14.5% 79 $15K
Talon Private Wealth, LLC 0.00% No change 78 $14K
Manchester Capital Management LLC 0.00% No change 77 $14K
Meeder Asset Management Inc. 0.00% Reduce -31.5% 76 $14K
Harbor Capital Advisors, Inc. 0.00% Add +9.9% 78 $14K
Caitlin John, LLC 0.01% No change 75 $14K
Itau Unibanco Holding S.A. 0.00% Add +180.8% 73 $14K
Davidson Capital Management Inc. 0.00% Add +14.8% 70 $13K
Ancora Advisors LLC 0.00% No change 68 $13K
Key Financial Inc 0.00% No change 62 $11K
Fortitude Family Office, LLC 0.00% No change 60 $11K
True Wealth Design, LLC 0.00% Add +460.0% 56 $10K
First United Bank & Trust 0.00% No change 56 $10K
Valued Wealth Advisors LLC 0.01% Add +26.2% 53 $10K
South Plains Financial, Inc. 0.01% — 52 $10K
Farmers & Merchants Investments Inc. 0.00% No change 52 $10K
Abound Wealth Management 0.00% No change 52 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 46 $9K
Sunbelt Securities, Inc. 0.00% No change 45 $8K
Harbour Investments, Inc. 0.00% Reduce -4.3% 45 $8K
Sachetta, LLC 0.00% No change 44 $8K
First Horizon Advisors, Inc. 0.00% Reduce -91.1% 40 $7K
Darwin Wealth Management, LLC 0.00% No change 36 $7K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.0% 34 $6K
Bruce G. Allen Investments, LLC 0.01% Add +1550.0% 33 $6K
Eagle Bay Advisors LLC 0.00% New 32 $6K
Parkside Financial Bank & Trust 0.00% No change 31 $6K
SJS Investment Consulting Inc. 0.00% Reduce -11.8% 30 $6K
Sierra Ocean, LLC 0.00% — 30 $6K
Hilltop National Bank 0.00% No change 30 $6K
Ameriflex Group, Inc. 0.00% — 26 $5K
2UniFi Bank 0.00% — 28 $5K
Capital A Wealth Management, LLC 0.01% — 26 $5K
Dunhill Financial, LLC 0.00% No change 26 $5K
Arlington Trust Co LLC 0.00% No change 26 $5K
Beacon Capital Management, LLC 0.00% Reduce -77.4% 24 $4K
New Wave Wealth Advisors LLC 0.00% New 23 $4K
Toth Financial Advisory Corp. 0.00% No change 20 $4K
Addison Advisors LLC 0.00% Add +41.7% 17 $3K
Avion Wealth 0.00% Add +11.1% 20 $3K
Legacy Investment Solutions, LLC 0.00% Add +62.5% 13 $3K
Legacy Wealth Managment, LLC 0.00% Add +62.5% 13 $3K
MV Capital Management, Inc. 0.00% Add +62.5% 13 $2K
Financial Life Planners 0.00% — 13 $2K
Winthrop Capital Management, LLC 0.00% New 10 $2K
Pacific Center for Financial Services 0.00% No change 10 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -37.5% 10 $2K
CGC Financial Services, LLC 0.00% No change 10 $2K
Iron Horse Wealth Management, LLC 0.00% No change 10 $2K
New Millennium Group LLC 0.00% New 9 $2K
Center for Financial Planning, Inc. 0.00% New 8 $1K
Raffa Wealth Management, LLC 0.00% No change 8 $1K
Hexagon Capital Partners LLC 0.00% Add +100.0% 8 $1K
NewSquare Capital LLC 0.00% New 8 $1K
AlphaMark Advisors, LLC 0.00% No change 4 $1K
Synergy Asset Management, LLC 0.00% New 6 $930
Global Financial Private Client, LLC 0.00% New 5 $926
Zions Bancorporation, N.A. 0.00% No change 5 $926
Parkworth Wealth Management, Inc. 0.00% — 4 $741
Rakuten Securities, Inc. 0.00% Reduce -97.0% 3 $556
Cornerstone Planning Group LLC 0.00% New 2 $423
Northwest Capital Management Inc 0.00% No change 2 $392
WealthTrak Capital Management LLC 0.00% — 2 $371
TFC Financial Management, Inc. 0.00% No change 2 $371
Principia Wealth Advisory, LLC 0.00% — 2 $370
Cary Street Partners Investment Advisory LLC 0.00% Reduce -100.0% 2 $370
Kohmann Bosshard Financial Services, LLC 0.00% New 2 $370
Stance Capital LLC 0.00% — 1 $185
Rothschild Investment LLC 0.00% No change 1 $185
Leonteq Securities AG 0.00% Reduce -99.8% 1 $185
Financial Management Professionals, Inc. 0.00% Reduce -83.3% 1 $185
Migdal Insurance & Financial Holdings Ltd. 0.00% New 2 $0

"% of holder's portfolio" is WSM's weight in each manager's 13F, not the share of Williams-Sonoma Inc. the manager owns.