Williams-SonomaWSM

13F holders, Q2 2025 (June 30)
917holders +15
106new positions
89sold out
9famous investors
$163.42avg. 13F price*

At the end of Q2 2025, 917 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings, up 15 from Q1 2025. 106 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock, Inc. ($2.0B) and Aristotle Capital Management, LLC ($1.5B). 9 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies'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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions106$281.5M
Exits89$521.1M

All 13F filers, Q1 2025 → Q2 2025: 9,695,504 shares bought and 10,143,774 shares sold, net −448,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 917 holders

Vanguard Group Inc. 0.04% Reduce -0.2% 15,599,169 $2.5B
BlackRock, Inc. 0.04% Reduce -0.4% 12,095,823 $2.0B
Aristotle Capital Management, LLC 2.88% Reduce -0.1% 9,145,444 $1.5B
Blackhill Capital Inc. 72.78% Reduce -0.8% 7,725,571 $1.3B
State Street Corp. 0.04% Add +2.2% 5,991,697 $978.9M
Geode Capital Management, LLC 0.04% Reduce -1.8% 3,530,651 $577.9M
Leonard Green & Partners, L.P. 15.64% No change 3,224,030 $526.7M
D. E. Shaw & Co. 0.35% Add +2.6% 1,987,513 $324.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +35.6% 1,948,195 $318.3M
FMR LLC 0.02% Reduce -56.0% 1,899,759 $310.4M
Northern Trust Corp. 0.04% Reduce -2.0% 1,776,523 $290.2M
Invesco Ltd. 0.05% Add +30.6% 1,741,639 $284.5M
First Trust Advisors LP 0.23% Add +30.0% 1,736,466 $283.7M
Morgan Stanley 0.02% Add +12.0% 1,483,154 $242.3M
Dimensional Fund Advisors LP 0.06% Add +2.8% 1,464,930 $239.3M
Norges Bank 0.03% Reduce -6.0% 1,298,321 $212.1M
JPMorgan Chase & Co. 0.01% Add +44.9% 1,256,734 $205.3M
Charles Schwab Investment Management Inc. 0.03% Add +1.3% 1,090,811 $178.2M
Amundi 0.06% Add +20.9% 992,183 $165.1M
Bank of New York Mellon Corp 0.03% Reduce -4.3% 892,288 $145.8M
Renaissance Technologies 0.19% Reduce -29.4% 878,000 $143.4M
UBS Group AG 0.03% Reduce -1.1% 831,309 $135.8M
Captrust Financial Advisors 0.30% Add +23.6% 818,776 $133.8M
Nordea Investment Management AB 0.12% Add +8.0% 816,176 $133.0M
Caisse de depot et placement du Quebec 0.28% Add +274.4% 805,391 $131.6M
Principal Financial Group Inc. 0.07% Add +22.4% 765,925 $125.1M
Qube Research & Technologies Ltd 0.17% Reduce -30.3% 742,134 $121.2M
Legal & General Group Plc 0.03% Reduce -8.7% 740,548 $121.0M
Jacobs Levy Equity Management, Inc. 0.40% Add +38.3% 625,066 $102.1M
Goldman Sachs Group Inc. 0.02% Reduce -39.2% 608,340 $99.4M
Deutsche Bank AG 0.04% Add +17.1% 596,459 $97.4M
Robeco Institutional Asset Management B.V. 0.16% Add +740.4% 591,690 $96.7M
Nuveen, LLC 0.03% Add +2.5% 551,553 $90.1M
Pacer Advisors, Inc. 0.21% Reduce -5.8% 483,201 $78.9M
American Century Companies Inc. 0.04% Add +31.4% 444,165 $72.6M
Assetmark, Inc. 0.17% Reduce -0.2% 439,541 $71.8M
Balyasny Asset Management L.P. 0.15% Add +84.2% 412,076 $67.3M
Andra AP-fonden 0.92% Add +14.9% 406,300 $66.4M
Bank of America Corp. 0.01% Reduce -13.2% 399,618 $65.3M
Clark Capital Management Group, Inc. 0.45% New 395,666 $64.6M
Man Group plc 0.14% Add +623.0% 394,310 $64.4M
Truist Financial Corp. 0.09% Add +5.8% 378,892 $61.9M
Swiss National Bank 0.04% Add +7.7% 373,900 $61.1M
Barclays PLC 0.02% Reduce -2.9% 371,644 $60.7M
HSBC Holdings PLC 0.04% Add +7.8% 370,815 $60.6M
Envestnet Asset Management Inc. 0.02% Add +18.8% 368,411 $60.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Add +107.0% 357,991 $58.5M
Alyeska Investment Group, L.P. 0.21% New 356,694 $58.3M
Jupiter Asset Management Ltd. 0.48% Add +252.4% 354,607 $57.9M
Boston Trust Walden Corp 0.41% Add +5.5% 350,131 $57.2M
National Pension Service 0.05% Add +0.3% 324,440 $53.0M
Royal Bank of Canada 0.01% Add +37.8% 318,085 $52.0M
Voya Investment Management LLC 0.06% Add +7.1% 302,925 $49.5M
T. Rowe Price Associates Inc. 0.01% Add +2.1% 294,659 $48.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +4.5% 293,795 $48.0M
Wells Fargo & Company 0.01% Reduce -5.3% 286,282 $46.8M
Franklin Resources Inc. 0.01% Reduce -0.2% 276,452 $45.2M
Select Equity Group, L.P. 0.19% Reduce -6.3% 266,740 $43.6M
Schroder Investment Management Group 0.04% Reduce -2.3% 262,707 $42.9M
Adage Capital Partners Gp, L.L.C. 0.07% Add +614.5% 260,600 $42.6M
HS Management Partners, LLC 3.44% Add +20.6% 258,307 $42.2M
Glenmede Investment Management, LP 0.21% — 257,383 $42.0M
BNP Paribas Financial Markets 0.03% Reduce -4.7% 247,142 $40.4M
Rhumbline Advisers 0.03% Reduce -30.8% 241,247 $39.4M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +101.7% 240,887 $39.4M
Advisors Capital Management, LLC 0.54% Add +1.7% 239,884 $39.2M
Raymond James Financial Inc. 0.01% Add +20.1% 237,078 $38.7M
KBC Group NV 0.10% Add +165.5% 236,511 $38.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +6.8% 232,555 $38.0M
Moran Wealth Management, LLC 1.13% Reduce -21.7% 223,034 $36.4M
Hook Mill Capital Partners, LP 3.54% Add +47.5% 220,622 $36.0M
California Public Employees Retirement System 0.02% Add +2.4% 213,744 $34.9M
Reik & Co., LLC 8.64% Reduce -1.4% 211,941 $34.6M
Modera Wealth Management, LLC 0.41% Reduce -2.7% 203,288 $33.2M
Vest Financial, LLC 0.47% Add +57.1% 202,459 $33.1M
Scopus Asset Management, L.P. 0.87% New 199,395 $32.6M
Russell Investments Group, Ltd. 0.04% Add +47.8% 197,594 $32.3M
California State Teachers Retirement System 0.03% Reduce -4.2% 184,676 $30.2M
AQR Capital Management 0.02% Reduce -59.1% 182,489 $29.7M
Edgemoor Investment Advisors, Inc. 2.55% Reduce -3.2% 179,439 $29.3M
Systematic Financial Management LP 0.75% Add +0.6% 172,292 $28.1M
Gotham Asset Management 0.17% Add +10.3% 171,724 $28.1M
Achmea Investment Management B.V. 0.34% Add +22.4% 163,252 $26.7M
Citadel Advisors 0.02% Reduce -25.8% 159,006 $26.0M
Logan Capital Management Inc. 1.18% Reduce -7.3% 155,284 $25.4M
Victory Capital Management Inc. 0.02% Add +192.8% 147,312 $24.1M
Rodgers Brothers Inc. 2.97% Reduce -0.2% 144,265 $23.6M
McRae Capital Management Inc. 4.73% Reduce -0.1% 141,346 $23.1M
Treasurer of the State of North Carolina 0.07% Add +63.9% 140,618 $23.0M
Acadian Asset Management LLC 0.05% Add +807.1% 139,389 $22.8M
Investment House LLC 1.10% Add +13.4% 133,188 $21.8M
First Long Island Investors, LLC 1.70% Reduce -1.5% 132,263 $21.6M
CANADA LIFE ASSURANCE Co 0.03% Add +9.8% 131,593 $21.5M
BI Asset Management Fondsmaeglerselskab A/S 0.21% Add +32.0% 129,182 $21.1M
State Board of Administration of Florida Retirement System 0.04% Add +1.1% 128,398 $21.0M
Alliancebernstein L.P. 0.01% Add +0.5% 128,059 $20.9M
Quantinno Capital Management LP 0.09% Add +9.0% 127,777 $20.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.14% Reduce -34.3% 125,500 $20.5M
Teacher Retirement System of Texas 0.08% Add +6.8% 121,058 $19.8M
SG Americas Securities, LLC 0.09% Add +1705.3% 118,371 $19.3M
Citigroup Inc. 0.01% Reduce -10.1% 117,979 $19.3M
Aware Super Pty Ltd as trustee of Aware Super 0.28% Reduce -15.3% 117,064 $19.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -16.6% 116,739 $19.1M
New York State Teachers Retirement System 0.04% Add +0.1% 115,676 $18.9M
Ameriprise Financial Inc. 0.00% Add +84.3% 114,375 $18.7M
Corient Private Wealth LP 0.02% Add +1.6% 114,278 $18.7M
PNC Financial Services Group, Inc. 0.01% Add +4.8% 113,484 $18.5M
Winmill & Co. Inc. 5.09% No change 111,994 $18.3M
Kettle Hill Capital Management, LLC 4.23% New 111,900 $18.3M
Linscomb Wealth, Inc. 0.83% Reduce -0.2% 110,547 $18.1M
Pacific Heights Asset Management LLC 0.96% No change 110,000 $18.0M
Illinois Municipal Retirement Fund 0.23% Reduce -3.2% 101,656 $16.6M
Walleye Capital LLC 0.17% Add +2956.2% 100,549 $16.4M
Bank of Montreal 0.01% Reduce -14.0% 97,949 $16.0M
Pictet Asset Management Holding SA 0.02% Reduce -8.3% 97,581 $15.9M
Meritage Portfolio Management 0.98% Reduce -6.0% 95,119 $15.5M
Aviva PLC 0.03% Reduce -50.7% 94,816 $15.5M
Nisa Investment Advisors, LLC 0.07% Reduce -17.9% 94,812 $15.5M
AXA S.A. 0.04% Add +2019.7% 94,749 $15.5M
Thomas Story & Son LLC 5.59% Reduce -0.8% 88,954 $14.5M
KLP Kapitalforvaltning As 0.06% Add +0.9% 88,700 $14.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +6.0% 88,607 $14.5M
National Bank of Canada 0.02% Reduce -17.8% 88,532 $14.5M
HighTower Advisors, LLC 0.02% Reduce -17.1% 86,864 $14.2M
State of Wisconsin Investment Board 0.03% Add +14.5% 83,077 $13.6M
Pinebridge Investments, L.P. 0.11% Add +102.6% 82,138 $13.4M
Korea Investment CORP 0.03% Add +164.6% 81,325 $13.3M
Freestone Grove Partners LP 0.10% New 80,493 $13.2M
Brandywine Global Investment Management, LLC 0.09% Add +7.7% 80,299 $13.1M
Prudential Financial Inc. 0.02% Add +3.9% 80,194 $13.1M
New York State Common Retirement Fund 0.02% Reduce -0.6% 79,584 $13.0M
Distillate Capital Partners LLC 0.67% Reduce -4.3% 76,345 $12.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -10.1% 74,767 $12.2M
LPL Financial LLC 0.00% Add +16.9% 72,089 $11.8M
Ingalls & Snyder LLC 0.42% Add +4.1% 71,360 $11.7M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -72.9% 71,053 $11.6M
Cerity Partners LLC 0.02% Add +51.6% 68,535 $11.2M
Sei Investments Co. 0.01% Add +10.8% 66,049 $10.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +101.2% 65,642 $10.7M
Ensign Peak Advisors, Inc 0.02% Reduce -24.2% 65,433 $10.7M
Chevy Chase Trust Holdings, LLC 0.03% Add +0.7% 64,986 $10.6M
Hudson Bay Capital Management LP 0.08% Reduce -1.1% 62,198 $10.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -7.3% 58,140 $10.1M
US Bancorp \de 0.01% Reduce -3.0% 60,661 $9.9M
Nomura Asset Management Co. Ltd. 0.03% Add +4.1% 59,980 $9.8M
Millennium Management 0.01% Reduce -89.3% 59,397 $9.7M
Forsta Ap-Fonden 0.06% Add +12.1% 58,400 $9.5M
Boothbay Fund Management, LLC 0.30% Add +57.3% 57,104 $9.3M
Cary Street Partners Financial LLC 0.26% Reduce -1.1% 56,518 $9.2M
Commonwealth Equity Services, LLC 0.01% Reduce -8.7% 56,364 $9.2M
Fisher Asset Management 0.00% Add +1172.4% 56,267 $9.2M
Prudential PLC 0.06% Reduce -34.0% 55,737 $9.1M
Grace & White Inc. 1.69% Add +1.9% 55,580 $9.1M
Storebrand Asset Management As 0.03% Reduce -9.8% 55,139 $9.0M
Coston, McIsaac & Partners 2.28% Reduce -0.1% 53,918 $8.8M
Asset Management One Co., Ltd. 0.03% Add +4.5% 53,673 $8.8M
Crossmark Global Holdings, Inc. 0.14% Add +5.6% 53,643 $8.8M
Sequoia Financial Advisors, LLC 0.06% Add +17.3% 52,058 $8.5M
Danske Bank A/S 0.02% Reduce -42.7% 51,902 $8.5M
Hood River Capital Management LLC 0.12% New 50,608 $8.3M
Evexia Wealth LLC 2.60% Reduce -10.8% 48,490 $8.3M
Osaic Holdings, Inc. 0.01% Add +90.8% 51,063 $8.2M
Swiss Life Asset Management Ltd 0.05% Reduce -7.3% 50,114 $8.2M
Nicholas Company, Inc. 0.14% Reduce -0.0% 50,034 $8.2M
Toronto Dominion Bank 0.02% Add +15.8% 49,985 $8.2M
Susquehanna International Group, LLP 0.01% Reduce -9.4% 48,963 $8.0M
Empowered Funds, LLC 0.09% Add +48.9% 48,585 $7.9M
Aberdeen Group plc 0.01% Add +57.6% 48,844 $7.9M
Resona Asset Management Co.,Ltd. 0.04% Add +8.5% 46,370 $7.6M
Mn Services Vermogensbeheer B.V. 0.05% Add +4.3% 46,200 $7.5M
Kensington Investment Counsel, LLC 3.24% Add +1.6% 46,183 $7.5M
Radnor Capital Management, LLC 1.20% Add +1.6% 46,165 $7.5M
Dividend Assets Capital, LLC 1.37% Add +7.0% 46,073 $7.5M
Glassy Mountain Advisors, Inc. 2.41% Reduce -0.5% 45,817 $7.5M
Railway Pension Investments Ltd 0.10% Reduce -10.5% 45,100 $7.4M
TD Asset Management Inc 0.01% Add +2.6% 44,991 $7.4M
LBP Am SA 0.10% New 44,061 $7.2M
Public Employees Retirement System of Ohio 0.02% Reduce -3.1% 42,256 $6.9M
Royal London Asset Management Ltd. 0.02% Add +55.8% 42,028 $6.9M
AlpenGlobal Capital LLC 4.09% Add +1.2% 41,787 $6.8M
State of New Jersey Common Pension Fund D 0.03% No change 41,680 $6.8M
State of Michigan Retirement System 0.03% Add +2.5% 41,100 $6.7M
ExodusPoint Capital Management, LP 0.08% Add +381.7% 40,670 $6.6M
Telos Capital Management, Inc. 0.68% Add +0.9% 40,630 $6.6M
Goelzer Investment Management, Inc. 0.36% Add +21.4% 40,561 $6.6M
Dana Investment Advisors, Inc. 0.21% Reduce -0.2% 39,230 $6.4M
Cetera Investment Advisers 0.01% Add +157.9% 38,891 $6.4M
Pathstone Holdings, LLC 0.03% Reduce -9.2% 38,612 $6.3M
Tabor Asset Management, LP 4.41% Reduce -1.6% 38,584 $6.3M
Hamilton Point Investment Advisors, LLC 1.03% Reduce -34.2% 38,189 $6.2M
Engineers Gate Manager LP 0.08% Reduce -21.5% 37,887 $6.2M
State of Tennessee, Department of Treasury 0.02% Reduce -15.3% 37,536 $6.1M
Vinva Investment Management Ltd 0.16% Add +386.3% 36,814 $6.0M
Allianz Asset Management GmbH 0.01% Add +180.4% 36,267 $5.9M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -9.8% 36,205 $5.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +22.3% 36,200 $5.9M
Arizona State Retirement System 0.03% Add +1.4% 36,100 $5.9M
Weiss Asset Management LP 0.11% New 36,069 $5.9M
B & T Capital Management DBA Alpha Capital Management 1.01% Reduce -2.9% 35,898 $5.9M
Manning & Napier Advisors LLC 0.07% Add +42.7% 35,222 $5.8M
Brevan Howard Capital Management LP 0.06% New 35,040 $5.7M
Level Four Advisory Services, LLC 0.21% Add +4.3% 34,973 $5.7M
O'shaughnessy Asset Management, LLC 0.04% Reduce -38.5% 34,684 $5.7M
Mariner, LLC 0.01% Add +155.7% 34,043 $5.6M
Van Eck Associates Corp. 0.01% Reduce -2.8% 33,884 $5.5M
Jump Financial, LLC 0.07% New 33,402 $5.5M
Seascape Capital Management 1.72% Reduce -1.6% 33,376 $5.5M
Focus Partners Wealth 0.01% Add +586.6% 33,227 $5.4M
Quantbot Technologies LP 0.14% New 33,128 $5.4M
Creative Planning 0.00% Add +9.9% 33,030 $5.4M
Cibc World Market Inc. 0.01% Add +1692.5% 32,463 $5.3M
MetLife Investment Management, LLC 0.03% Reduce -8.7% 32,052 $5.2M
SFE Investment Counsel 0.92% Add +17.8% 31,830 $5.2M
Bell & Brown Wealth Advisors, LLC 1.81% Add +0.5% 31,008 $5.1M
Handelsbanken Fonder AB 0.02% Reduce -2.2% 30,720 $5.0M
CapWealth Advisors, LLC 0.49% Reduce -0.1% 30,277 $4.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +7.1% 30,152 $4.9M
Czech National Bank 0.04% Add +6.3% 30,050 $4.9M
State of Alaska, Department of Revenue 0.05% Add +53.4% 29,789 $4.9M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -2.9% 29,373 $4.8M
Centric Wealth Management 1.14% Add +0.9% 23,898 $4.8M
Lakewood Asset Management LLC 3.09% Reduce -1.4% 28,348 $4.6M
Bank of Nova Scotia 0.01% Add +116.3% 27,792 $4.5M
Alberta Investment Management Corp 0.04% New 27,300 $4.5M
Roberts Wealth Advisors, LLC 1.27% Add +1.3% 27,115 $4.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.12% Reduce -45.9% 27,005 $4.4M
Beacon Pointe Advisors, LLC 0.05% Reduce -6.4% 26,958 $4.4M
Verition Fund Management LLC 0.03% Reduce -57.5% 26,908 $4.4M
Natixis Advisors, LLC 0.01% Add +99.8% 26,860 $4.4M
Cibc World Markets Corp. 0.03% Reduce -2.2% 26,758 $4.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -3.1% 26,679 $4.4M
Retirement Systems of Alabama 0.02% Reduce -0.3% 26,381 $4.3M
Twin Tree Management, LP 0.11% Reduce -16.4% 26,003 $4.2M
Bokf, NA 0.07% Reduce -0.4% 25,578 $4.2M
ProShare Advisors LLC 0.01% Add +31.6% 25,139 $4.1M
Federated Hermes, Inc. 0.01% Add +377.0% 24,879 $4.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 24,863 $4.1M
Promethos Capital, LLC 1.37% No change 24,825 $4.1M
Amalgamated Bank 0.03% Reduce -1.4% 24,653 $4.0M
Orion Porfolio Solutions, LLC 0.03% Reduce -3.1% 24,466 $4.0M
IFM Investors Pty Ltd 0.04% Add +9.3% 24,393 $4.0M
Soltis Investment Advisors LLC 0.31% Add +54.9% 24,245 $4.0M
Martin Capital Advisors, LLP 2.56% Add +1.3% 24,057 $3.9M
Romano Brothers and Company 0.48% Reduce -4.2% 23,990 $3.9M
Abn Amro Investment Solutions 0.08% Reduce -2.5% 23,877 $3.9M
Cunning Capital Partners, LP 2.03% No change 23,863 $3.9M
Macquarie Group Ltd. 0.00% Add +20.6% 23,862 $3.9M
Blair William & Co. 0.01% Reduce -2.6% 23,633 $3.9M
Daiwa Securities Group Inc. 0.01% Add +34.0% 23,411 $3.8M
Twin Capital Management Inc. 0.40% Add +9.7% 23,198 $3.8M
Coldstream Capital Management Inc. 0.06% Add +0.4% 23,025 $3.8M
M&T Bank Corp 0.01% Reduce -0.4% 22,972 $3.8M
CWA Asset Management Group, LLC 0.15% Reduce -0.7% 21,812 $3.6M
LeClair Wealth Partners LLC 2.39% Reduce -0.0% 21,594 $3.5M
Great Diamond Partners, LLC 0.74% Reduce -8.1% 21,436 $3.5M
Laird Norton Wetherby Wealth Management, LLC 0.16% — 21,413 $3.5M
L2 Asset Management, LLC 0.57% Reduce -40.2% 21,384 $3.5M
Regatta Capital Group, LLC 0.59% Add +2.5% 21,011 $3.4M
Insight Inv LLC 2.29% Reduce -3.2% 20,912 $3.4M
DNB Asset Management AS 0.01% Reduce -1.8% 20,823 $3.4M
Xponance LLC 0.03% Reduce -15.4% 20,808 $3.4M
DekaBank Deutsche Girozentrale 0.01% Add +5.2% 20,344 $3.3M
Lazard Asset Management LLC 0.01% Reduce -82.9% 20,248 $3.3M
Royce & Associates LP 0.03% Reduce -1.3% 20,236 $3.3M
Beacon Investment Advisory Services, Inc. 0.15% No change 20,185 $3.3M
Vontobel Holding Ltd. 0.01% Add +33.3% 20,125 $3.3M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 20,000 $3.3M
Comerica Bank 0.01% Reduce -4.2% 19,949 $3.3M
Utah Retirement Systems 0.03% Reduce -1.4% 19,900 $3.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -17.4% 19,438 $3.2M
Maverick Capital 0.05% New 19,394 $3.2M
Hennion & Walsh Asset Management, Inc. 0.13% Reduce -4.3% 19,179 $3.1M
Stonebridge Capital Management Inc. 1.23% No change 19,180 $3.1M
Neuberger Berman Group LLC 0.00% Reduce -56.1% 19,121 $3.1M
Swedbank AB 0.00% New 18,740 $3.1M
Old National Bancorp 0.05% Reduce -18.7% 18,482 $3.0M
Elo Mutual Pension Insurance Co 0.06% Add +25.3% 18,288 $3.0M
Vision Capital Management, Inc. 0.39% Reduce -0.9% 18,266 $3.0M
M. Kulyk & Associates, LLC 0.64% Add +1.3% 18,153 $3.0M
Oddo BHF Asset Management Sas 0.11% Add +14.4% 18,129 $3.0M
Advisors Asset Management, Inc. 0.05% Reduce -7.3% 17,983 $2.9M
Police & Firemen's Retirement System of New Jersey 0.03% Add +1.9% 17,981 $2.9M
Stifel Financial Corp. 0.00% Reduce -7.7% 17,736 $2.9M
Tidal Investments LLC 0.02% Add +216.4% 17,702 $2.9M
Tocqueville Asset Management L.P. 0.04% Reduce -3.7% 17,480 $2.9M
Canada Pension Plan Investment Board 0.00% Add +166.2% 17,300 $2.8M
Capital World Investors 0.00% Add +211.3% 17,209 $2.8M
Precedent Wealth Partners, LLC 0.68% Add +14.3% 17,061 $2.8M
PDT Partners, LLC 0.16% New 17,039 $2.8M
Johnson Investment Counsel Inc. 0.02% Reduce -1.8% 16,842 $2.8M
New York Life Investment Management LLC 0.03% Add +11.3% 16,756 $2.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +12.5% 16,665 $2.7M
Parsons Capital Management Inc. 0.17% Reduce -0.8% 16,557 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -1.2% 16,266 $2.7M
TrueMark Investments, LLC 0.57% New 16,182 $2.6M
NorthCoast Asset Management LLC 0.01% New 16,165 $2.6M
Archford Capital Strategies, LLC 0.34% Reduce -15.6% 16,046 $2.6M
Elyxium Wealth, LLC 0.98% New 16,042 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.9% 16,032 $2.6M
CIBC Asset Management Inc 0.01% Reduce -9.0% 16,011 $2.6M
Nissay Asset Management Corp. /Japan 0.02% Add +2.6% 15,852 $2.6M
Mercer Global Advisors Inc. 0.01% Reduce -4.9% 15,747 $2.6M
Mackenzie Financial Corp. 0.00% Add +2.7% 15,734 $2.6M
Sheets Smith Wealth Management 0.30% Reduce -0.6% 15,710 $2.6M
Shell Asset Management Co. 0.09% Add +27.0% 15,546 $2.5M
Greatmark Investment Partners, Inc. 0.32% Add +24.3% 15,540 $2.5M
OMERS ADMINISTRATION Corp 0.02% Add +4.0% 15,516 $2.5M
UniSuper Management Pty Ltd 0.02% Add +7.6% 15,413 $2.5M
Signature Wealth Management Group 0.99% Add +1.4% 15,342 $2.5M
Arjuna Capital 0.66% Add +19.1% 15,296 $2.5M
Banque Cantonale Vaudoise 0.10% Reduce -8.4% 15,146 $2.5M
Bank of Stockton 0.73% Add +1.7% 15,035 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -65.0% 15,018 $2.5M
BLI - Banque de Luxembourg Investments 0.07% New 14,900 $2.4M
Stiles Financial Services Inc 0.82% Add +9.6% 14,590 $2.4M
Peapack Gladstone Financial Corp. 0.03% Reduce -21.2% 14,451 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.5% 14,131 $2.3M
Mutual of America Capital Management LLC 0.02% Reduce -1.4% 14,095 $2.3M
Vision Financial Markets LLC 2.13% No change 13,800 $2.3M
Wolverine Trading, LLC 0.06% Add +92.1% 13,686 $2.2M
OP Asset Management Ltd 0.03% Add +5.3% 13,666 $2.2M
Algert Global LLC 0.05% Add +387.8% 13,659 $2.2M
Shulman DeMeo Asset Management LLC 0.55% Reduce -1.8% 13,577 $2.2M
Woodline Partners LP 0.01% Add +27.9% 13,299 $2.2M
Occudo Quantitative Strategies LP 0.24% New 13,237 $2.2M
Concord Asset Management, LLC 0.32% Add +2.5% 13,196 $2.2M
Concord Wealth Partners 0.31% Add +11.8% 13,196 $2.2M
U.S. Capital Wealth Advisors, LLC 0.06% Add +4.5% 13,175 $2.2M
Los Angeles Capital Management LLC 0.01% Add +39.2% 13,109 $2.1M
Rafferty Asset Management, LLC 0.01% Add +46.7% 13,066 $2.1M
III Capital Management 0.43% New 13,000 $2.1M
DAVENPORT & Co LLC 0.01% Reduce -0.1% 12,984 $2.1M
Generali Asset Management SPA SGR 0.05% Add +28.3% 12,978 $2.1M
1832 Asset Management L.P. 0.00% Reduce -15.3% 12,918 $2.1M
Impax Asset Management Group plc 0.01% Add +92.8% 12,874 $2.1M
Janus Henderson Group PLC 0.00% Reduce -7.0% 12,872 $2.1M
CPC Advisors, LLC 0.26% Add +15.1% 12,764 $2.1M
Vestcor Inc 0.06% Reduce -69.8% 12,753 $2.1M
Westwood Holdings Group Inc. 0.02% Reduce -1.8% 12,662 $2.1M
Gleason Group, Inc. 0.22% Add +0.4% 12,603 $2.1M
Eukles Asset Management 0.84% Add +1.6% 12,515 $2.0M
Harvest Fund Management Co., Ltd 0.10% Add +0.0% 11,153 $2.0M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.3% 12,436 $2.0M
Ethic Inc. 0.04% Add +153.7% 12,279 $2.0M
CreativeOne Wealth, LLC 0.05% Add +29.1% 12,293 $2.0M
Wbi Investments, LLC 0.52% New 12,188 $2.0M
Cascade Investment Advisors, Inc. 1.27% Reduce -14.7% 12,130 $2.0M
Westerkirk Capital Inc. 0.24% — 12,088 $2.0M
Gateway Investment Advisers LLC 0.02% Add +53.8% 11,888 $1.9M
Thrive Capital Management, LLC 0.61% Add +289.1% 11,886 $1.9M
Kintegral Advisory, LLC 0.18% Reduce -0.1% 11,791 $1.9M
Janney Montgomery Scott LLC 0.01% Reduce -38.5% 11,722 $1.9M
LRT Capital Management, LLC 1.11% Reduce -21.7% 11,492 $1.9M
Foster & Motley Inc. 0.11% Reduce -4.9% 11,458 $1.9M
J. Safra Sarasin Holding AG 0.03% Reduce -40.6% 11,441 $1.9M
North Star Investment Management Corp. 0.13% Reduce -4.2% 11,432 $1.9M
Edgestream Partners, L.P. 0.05% Add +16.2% 11,348 $1.9M
Wellington Management Group LLP 0.00% Add +26.9% 11,268 $1.8M
Formidable Asset Management, LLC 0.30% No change 11,447 $1.8M
Venturi Wealth Management, LLC 0.09% Add +2.1% 11,035 $1.8M
Kerusso Capital Management LLC 1.11% Add +0.1% 11,023 $1.8M
Ironwood Investment Management LLC 0.87% Reduce -3.7% 10,991 $1.8M
MML Investors Services, LLC 0.01% Add +72.0% 10,988 $1.8M
JGP Wealth Management, LLC 0.22% Add +74.5% 10,944 $1.8M
Clearstead Advisors, LLC 0.03% Add +0.0% 10,918 $1.8M
First Citizens Bank & Trust Co. 0.03% Add +124.6% 10,873 $1.8M
Fulton Bank, N.A. 0.07% Reduce -1.0% 10,866 $1.8M
Bayesian Capital Management, LP 0.28% New 10,700 $1.7M
Oregon Public Employees Retirement Fund 0.03% No change 10,600 $1.7M
Investment Management Corp of Ontario 0.03% Add +201.7% 10,560 $1.7M
Tredje AP-fonden 0.01% Add +9.9% 10,532 $1.7M
Candriam S.C.A. 0.01% Reduce -5.5% 10,395 $1.7M
Legacy Bridge, LLC 0.79% Reduce -1.9% 10,196 $1.7M
ASR Vermogensbeheer N.V. 0.02% Add +7.2% 10,139 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -72.0% 10,102 $1.7M
Mogy Joel R Investment Counsel Inc. 0.10% No change 10,100 $1.7M
B. Metzler seel. Sohn & Co. AG 0.02% Add +80.6% 9,959 $1.6M
Tilia Fiduciary Partners, Inc. 0.98% Reduce -2.0% 9,853 $1.6M
Commerce Bank 0.01% Add +0.3% 9,782 $1.6M
Ameritas Investment Partners, Inc. 0.05% Reduce -19.6% 9,663 $1.6M
EFG Asset Management (North America) Corp. 0.22% Add +59.3% 9,632 $1.6M
NEOS Investment Management LLC 0.02% Add +22.8% 9,605 $1.6M
QRG Capital Management, Inc. 0.01% Add +5.1% 9,447 $1.5M
Vident Advisory, LLC 0.02% Add +9.4% 9,359 $1.5M
Entropy Technologies, LP 0.12% New 9,311 $1.5M
Peak Retirement Planning, Inc. 0.61% Add +50.2% 9,304 $1.5M
Great Lakes Advisors, LLC 0.01% Add +5.0% 9,271 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +272.3% 9,240 $1.5M
Novare Capital Management LLC 0.12% Reduce -9.1% 9,195 $1.5M
Public Sector Pension Investment Board 0.01% Reduce -45.1% 9,185 $1.5M
iA Global Asset Management Inc. 0.02% Add +82.5% 9,151 $1.5M
Strategic Investment Advisors / MI 0.14% Reduce -8.1% 9,088 $1.5M
STRS Ohio 0.01% Add +56.1% 8,910 $1.5M
Bridgeway Capital Management, LLC 0.03% Reduce -32.5% 8,900 $1.5M
Impact Investors, Inc 1.03% Add +1.1% 8,892 $1.5M
Speece Thorson Capital Group Inc. 0.30% No change 8,888 $1.5M
Albion Financial Group 0.09% Add +2.3% 8,839 $1.4M
Ritholtz Wealth Management 0.03% Reduce -38.9% 8,638 $1.4M
Mizuho Securities USA LLC 0.03% — 8,502 $1.4M
TD Waterhouse Canada Inc. 0.01% Add +10.1% 8,204 $1.4M
Caxton Associates LLP 0.04% No change 8,455 $1.4M
Knollwood Investment Advisory, LLC 0.13% No change 8,434 $1.4M
Wilmington Savings Fund Society, FSB 0.02% Reduce -3.9% 8,039 $1.3M
CIBC Private Wealth Group LLC 0.00% Reduce -5.8% 8,009 $1.3M
Schnieders Capital Management LLC 0.23% No change 7,996 $1.3M
Chase Investment Counsel Corp. 0.42% No change 8,000 $1.3M
1834 Investment Advisors Co. 0.17% Reduce -7.2% 7,994 $1.3M
Assenagon Asset Management S.A. 0.00% Add +8.9% 7,950 $1.3M
Synovus Financial Corp. 0.02% Add +1.5% 7,931 $1.3M
Private Advisor Group, LLC 0.01% Add +3.2% 7,826 $1.3M
Kentucky Retirement Systems 0.04% Reduce -6.2% 7,810 $1.3M
EFG Asset Management (Americas) Corp. 0.23% Add +59.1% 7,705 $1.3M
Caisse Des Depots Et Consignations 0.05% No change 7,584 $1.2M
Genus Capital Management Inc. 0.16% Add +372.5% 7,560 $1.2M
Gladstone Institutional Advisory LLC 0.05% Add +38.9% 7,557 $1.2M
Quadrant Capital Group LLC 0.04% Reduce -4.8% 7,553 $1.2M
Alamar Capital Management, LLC 0.66% Reduce -46.3% 7,475 $1.2M
Hartford Investment Management Co. 0.04% Reduce -0.8% 7,442 $1.2M
MAI Capital Management 0.01% Reduce -0.1% 7,410 $1.2M
FIL Ltd 0.00% Add +777.2% 7,351 $1.2M
Trivant Custom Portfolio Group, LLC 0.66% Reduce -1.2% 7,338 $1.2M
Modern Wealth Management, LLC 0.03% Reduce -11.9% 7,294 $1.2M
Accent Capital Management, LLC 0.53% Reduce -2.4% 7,283 $1.2M
FORA Capital, LLC 0.13% Reduce -61.3% 7,208 $1.2M
Norinchukin Bank, The 0.02% Add +51.9% 7,190 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -6.1% 7,177 $1.2M
Round Hill Asset Management 0.79% Reduce -2.7% 7,147 $1.2M
Park Avenue Securities LLC 0.01% New 6,946 $1.1M
Transatlantique Private Wealth LLC 0.41% Reduce -0.8% 6,906 $1.1M
Sterling Capital Management LLC 0.02% Add +121.4% 6,793 $1.1M
Penserra Capital Management LLC 0.02% Reduce -28.4% 6,751 $1.1M
Metis Global Partners, LLC 0.03% Reduce -5.9% 6,695 $1.1M
Raiffeisen Bank International AG 0.02% Add +29.1% 6,835 $1.1M
Oppenheimer & Co. Inc. 0.01% Add +1.8% 6,582 $1.1M
Atlas Capital Advisors Inc. 0.13% No change 6,512 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -1.5% 6,500 $1.1M
Ashton Thomas Private Wealth, LLC 0.04% Add +26.6% 6,468 $1.1M
GS Investments, Inc. 0.47% Reduce -5.3% 6,444 $1.1M
Pensionfund Sabic 0.30% Reduce -1.5% 6,400 $1.0M
Baird Financial Group, Inc. 0.00% Add +0.1% 6,345 $1.0M
AG2R La Mondiale Gestion D'actifs 0.05% Reduce -5.1% 6,344 $1.0M
Intech Investment Management LLC 0.01% Reduce -17.5% 6,327 $1.0M
Securian Asset Management, Inc. 0.03% Reduce -3.1% 6,320 $1.0M
Westmount Partners, LLC 0.28% Add +0.4% 6,285 $1.0M
Gulf International Bank (UK) Ltd 0.04% Reduce -14.1% 6,205 $1.0M
Brighton Jones LLC 0.03% Add +1.3% 6,184 $1.0M
Gallacher Capital Management LLC 0.46% Add +311.7% 6,068 $991K
PKO Investment Management Joint-Stock Co 0.11% No change 6,000 $980K
Hunter Associates Investment Management LLC 0.14% Reduce -7.7% 5,911 $964K
Elevated Capital Advisors, LLC 0.27% No change 6,066 $959K
Maryland State Retirement & Pension System 0.02% No change 5,848 $955K
Summit Trail Advisors, LLC 0.02% New 5,834 $953K
New Mexico Educational Retirement Board 0.03% No change 5,600 $915K
Allspring Global Investments Holdings, LLC 0.00% Reduce -4.4% 5,387 $911K
Lido Advisors, LLC 0.00% Add +0.4% 5,529 $903K
Truvestments Capital LLC 0.18% Add +17.8% 5,529 $903K
Argyle Capital Partners, LLC 0.74% No change 5,524 $902K
Ballentine Partners, LLC 0.01% Reduce -6.2% 5,517 $901K
Interval Partners, LP 0.02% Add +174.8% 5,495 $898K
TFG Advisers LLC 0.30% Reduce -0.2% 5,429 $887K
&partners 0.01% Reduce -3.6% 5,420 $885K
NewEdge Advisors, LLC 0.00% Reduce -35.4% 5,413 $884K
E Fund Management Co., Ltd. 0.04% No change 5,411 $884K
Greenleaf Trust 0.01% Reduce -10.1% 5,403 $883K
Mediolanum International Funds Ltd 0.01% Reduce -62.1% 5,291 $869K
Graypoint LLC 0.05% Add +10.0% 5,271 $861K
Steward Partners Investment Advisory, LLC 0.01% Reduce -15.9% 5,233 $855K
Jones Financial Companies LLLP 0.00% Add +7.8% 5,177 $850K
Jain Global LLC 0.01% New 5,200 $850K
Nvwm, LLC 0.20% Add +918.6% 5,093 $832K
Ossiam 0.01% Add +1383.4% 5,088 $831K
Alexander Labrunerie & Co., Inc. 0.34% No change 5,066 $828K
Thrivent Financial for Lutherans 0.00% Add +0.2% 5,061 $827K
Patten & Patten Inc. 0.05% No change 5,040 $823K
CHICAGO TRUST Co NA 0.12% Add +5.2% 5,040 $823K
Cadence Bank 0.05% No change 5,028 $821K
Curat Global, LLC 0.78% Reduce -44.4% 5,000 $817K
Kestra Investment Management, LLC 0.02% Add +445.5% 4,997 $816K
MWA Asset Management 0.49% Add +23.6% 4,944 $808K
Retireful, LLC 0.56% Reduce -29.3% 4,932 $806K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +234.1% 4,904 $801K
E. Ohman J:or Asset Management AB 0.02% Reduce -18.0% 4,836 $790K
Horizon Investments, LLC 0.01% Add +172.5% 4,818 $784K
Berkeley, Inc 0.28% Add +8.8% 4,767 $779K
GMO 0.00% Add +132.4% 4,739 $774K
Centiva Capital, LP 0.05% Add +48.3% 4,733 $773K
Panagora Asset Management Inc. 0.00% Reduce -92.7% 4,708 $769K
Signaturefd, LLC 0.01% Add +0.1% 4,696 $767K
Brown Advisory Inc. 0.00% Add +6.0% 4,631 $757K
Principal Securities, Inc. 0.01% Add +439.8% 4,583 $749K
PKS Advisory Services, LLC 0.18% Reduce -0.9% 4,525 $739K
Prospera Financial Services Inc 0.01% Reduce -1.5% 4,524 $739K
Hillsdale Investment Management Inc. 0.03% New 4,500 $735K
Counterpoint Mutual Funds LLC 0.06% New 4,472 $731K
Merit Financial Group, LLC 0.01% Reduce -41.7% 4,461 $729K
Waverly Advisors, LLC 0.01% Reduce -11.2% 4,442 $726K
Sowell Financial Services LLC 0.03% Add +6.3% 4,418 $722K
Michels Family Financial, LLC 0.61% Reduce -0.7% 4,394 $718K
Keybank National Association 0.00% Add +20.3% 4,365 $713K
Center For Asset Management LLC 0.44% Reduce -4.5% 3,817 $712K
Group One Trading LLC 0.02% Add +54.5% 4,354 $711K
Squarepoint Ops LLC 0.00% Reduce -98.8% 4,306 $703K
Bailard, Inc. 0.02% Reduce -3.5% 4,261 $696K
Exchange Traded Concepts, LLC 0.01% Add +217.6% 4,233 $692K
Y-Intercept (Hong Kong) Ltd 0.02% Add +56.1% 4,207 $687K
Evergreen Capital Management LLC 0.02% Reduce -9.2% 4,164 $680K
Guggenheim Capital LLC 0.01% Add +9.0% 4,153 $678K
Valtrion Capital Management, LLC 0.80% Add +0.0% 4,103 $670K
Kestra Advisory Services, LLC 0.00% Add +6.0% 4,089 $668K
Advisory Services Network, LLC 0.01% Reduce -53.7% 3,571 $668K
South Dakota Investment Council 0.01% Reduce -75.8% 4,047 $661K
McBroom & Associates, LLC 0.38% No change 4,177 $660K
Burton Enright Welch 0.11% Reduce -10.2% 4,042 $660K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +27.9% 4,040 $660K
Plato Investment Management Ltd 0.05% Add +0.1% 4,033 $656K
NORTHSTAR ASSET MANAGEMENT Co 0.15% No change 4,000 $653K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Add +25.0% 4,000 $653K
Inscription Capital, LLC 0.09% New 3,990 $652K
HRT Financial LP 0.00% New 3,987 $651K
Resonant Capital Advisors, LLC 0.04% Add +12.8% 3,956 $646K
Burney Co./ 0.02% Reduce -12.4% 3,925 $641K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 3,923 $641K
Farther Finance Advisors, LLC 0.01% Add +3.4% 3,910 $639K
Lindenwold Advisors, INC 0.33% Reduce -0.0% 3,849 $629K
AMG National Trust Bank 0.02% No change 3,800 $621K
Capstone Investment Advisors, LLC 0.01% Reduce -66.4% 3,799 $621K
HB Wealth Management, LLC 0.00% Reduce -20.2% 3,757 $614K
Naples Global Advisors, LLC 0.05% Add +18.5% 3,742 $611K
Cooper Financial Group 0.07% Reduce -39.1% 3,696 $604K
Empirical Finance, LLC 0.03% Add +3.4% 3,696 $604K
Aries Wealth Management 0.16% No change 3,660 $598K
Empirical Asset Management, LLC 0.18% New 3,658 $598K
Choreo, LLC 0.01% Reduce -2.9% 3,647 $596K
Avantax Advisory Services, Inc. 0.00% Add +31.5% 3,635 $594K
Vaughan David Investments LLC 0.01% No change 3,600 $588K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -37.5% 3,578 $585K
CENTRAL TRUST Co 0.01% Reduce -0.9% 3,559 $581K
CI Investments Inc. 0.00% Reduce -3.1% 3,521 $575K
Vise Technologies, Inc. 0.02% — 3,511 $574K
Absher Wealth Management, LLC 0.07% Add +3.9% 3,506 $573K
Wendell David Associates Inc. 0.06% No change 3,500 $572K
Praxis Investment Management Inc. 0.04% No change 3,500 $572K
Ieq Capital, LLC 0.00% Reduce -51.9% 3,468 $567K
Basepoint Wealth LLC 0.44% Reduce -38.0% 3,461 $565K
Diversify Advisory Services, LLC 0.02% New 2,726 $564K
DGS Capital Management, LLC 0.12% Reduce -24.9% 3,442 $562K
Buttonwood Financial Advisors Inc. 0.22% No change 3,408 $557K
Sagespring Wealth Partners, LLC 0.01% Reduce -1.7% 3,387 $553K
Perbak Capital Partners LLP 0.12% New 3,330 $544K
Diversified Trust Co. 0.01% Add +47.8% 3,320 $542K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -6.5% 3,315 $542K
Meeder Asset Management Inc. 0.03% Add +21.6% 3,314 $541K
Cwm, LLC 0.00% Reduce -40.3% 3,307 $540K
Brown Brothers Harriman & Co. 0.00% Add +8.4% 3,238 $529K
Prairiewood Capital, LLC 0.20% Reduce -0.1% 3,233 $528K
EP Wealth Advisors, LLC 0.00% Add +110.4% 3,228 $527K
Ignite Planners, LLC 0.09% Add +0.1% 3,094 $527K
Wahed Invest LLC 0.08% Add +0.9% 3,220 $526K
Astoria Portfolio Advisors LLC. 0.15% Add +5.7% 2,913 $526K
Checchi Capital Advisers, LLC 0.04% Reduce -1.9% 3,215 $525K
Syon Capital LLC 0.03% New 3,143 $513K
Kingsview Wealth Management, LLC 0.01% Reduce -28.1% 3,141 $513K
Motley Fool Asset Management LLC 0.02% Add +6.7% 3,138 $513K
Elevation Point Wealth Partners, LLC 0.04% Add +7.9% 3,121 $510K
Gsa Capital Partners LLP 0.04% Reduce -43.6% 3,098 $506K
V-Square Quantitative Management LLC 0.07% Add +17.0% 3,092 $505K
Baker Avenue Asset Management, LP 0.01% Add +4.2% 3,048 $498K
Fox Run Management, L.L.C. 0.08% Reduce -82.4% 3,023 $494K
GAMMA Investing LLC 0.03% Add +80.5% 3,018 $493K
Parallel Advisors, LLC 0.01% Add +2.1% 3,016 $493K
Fifth Third Bancorp 0.00% Add +72.2% 2,974 $486K
Csenge Advisory Group 0.03% New 2,987 $483K
Campbell & CO Investment Adviser LLC 0.03% Reduce -74.8% 2,948 $482K
Creekside Partners 0.22% No change 2,860 $467K
Proficio Capital Partners LLC 0.03% Add +3.7% 2,832 $463K
Florida Financial Advisors, LLC 0.11% Add +4.1% 2,806 $458K
Benchmark Financial Wealth Advisors, LLC 0.15% Add +0.4% 2,801 $458K
Scotia Capital Inc. 0.00% Reduce -4.4% 2,796 $457K
Whalen Wealth Management Inc. 0.29% Add +29.9% 2,783 $455K
Sovran Advisors, LLC 0.05% Reduce -6.9% 2,668 $451K
Seven Mile Advisory 0.27% Add +1.3% 2,756 $450K
PFG Investments, LLC 0.03% Reduce -15.3% 2,729 $446K
Mufg Securities Americas Inc. 0.04% Add +25.1% 2,725 $445K
Maridea Wealth Management LLC 0.12% New 2,723 $445K
Syverson Strege & Co 0.10% Add +8.9% 2,705 $442K
Cullinan Associates Inc. 0.03% No change 2,700 $441K
OneDigital Investment Advisors LLC 0.00% Add +2.9% 2,697 $441K
Portside Wealth Group, LLC 0.07% Add +19.7% 2,696 $440K
Jeppson Wealth Management, LLC 0.15% Reduce -8.8% 2,683 $438K
DoubleLine ETF Adviser LP 0.14% New 2,682 $438K
Renasant Bank 0.29% Reduce -11.8% 2,644 $432K
GHP Investment Advisors, Inc. 0.02% Reduce -26.6% 2,637 $431K
Cynosure Group, LLC 0.05% Add +41.9% 2,628 $429K
Benjamin Edwards Inc. 0.01% Add +4.0% 2,626 $429K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -33.1% 2,594 $424K
Wedmont Private Capital 0.02% Add +4.0% 2,393 $416K
CenterBook Partners LP 0.02% New 2,536 $414K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.8% 2,521 $412K
Laurion Capital Management LP 0.05% New 2,518 $411K
GM Advisory Group, LLC 0.02% New 2,500 $408K
Advisor OS, LLC 0.04% Add +17.4% 2,484 $406K
Townsquare Capital LLC 0.04% Reduce -83.4% 2,476 $405K
Alpha Omega Wealth Management LLC 0.07% No change 2,450 $400K
Versor Investments LP 0.07% New 2,432 $397K
Schonfeld Strategic Advisors LLC 0.00% New 2,415 $395K
Archer Investment Corp 0.09% Add +189.0% 2,370 $387K
Private Trust Co. NA 0.04% Add +9.2% 2,343 $383K
Congress Asset Management Co. 0.00% Reduce -61.9% 2,338 $382K
Larson Financial Group LLC 0.02% Add +10.3% 2,338 $382K
Saxon Interests, Inc. 0.18% No change 2,410 $381K
Profund Advisors LLC 0.01% Reduce -0.6% 2,306 $377K
Centennial Bank 0.16% Reduce -2.6% 2,304 $376K
Manske Wealth Management 0.12% No change 2,304 $376K
Princeton Global Asset Management LLC 0.07% Reduce -2.7% 2,300 $376K
Quantitative Investment Management, LLC 0.05% Reduce -36.3% 2,275 $371K
M.E. Allison & Co., Inc. 0.30% No change 2,257 $369K
RFG Advisory, LLC 0.01% Reduce -35.3% 2,232 $365K
Aptus Capital Advisors, LLC 0.00% Reduce -7.0% 2,229 $364K
Prime Capital Investment Advisors, LLC 0.00% Reduce -22.4% 2,228 $364K
3Chopt Investment Partners, LLC 0.09% New 2,216 $362K
Wealthfront Advisers LLC 0.00% Add +19.3% 2,185 $357K
Rebalance, LLC 0.02% No change 2,180 $356K
Plimoth Trust Co. LLC 0.08% No change 2,165 $354K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -9.3% 2,156 $352K
King Luther Capital Management Corp. 0.00% Reduce -2.2% 2,152 $352K
Kimelman & Baird, LLC 0.03% No change 2,144 $350K
Alps Advisors Inc. 0.00% Add +3.7% 2,125 $347K
Clarius Group, LLC 0.02% Add +7.8% 2,089 $341K
Confluence Wealth Services, Inc. 0.02% Reduce -2.3% 2,086 $341K
Ascent Group, LLC 0.01% Reduce -12.1% 2,084 $340K
Kestra Private Wealth Services, LLC 0.00% Add +2.5% 2,063 $337K
GeoWealth Management, LLC 0.01% Reduce -24.2% 2,061 $337K
Callan Family Office, LLC 0.01% New 2,051 $335K
Canada Post Corp Registered Pension Plan 0.02% New 2,040 $333K
Whipplewood Advisors, LLC 0.18% Add +0.4% 2,020 $330K
Sapient Capital LLC 0.01% Add +0.9% 2,018 $330K
Indiana Trust & Investment Management Co 0.11% No change 2,000 $327K
Gateway Wealth Partners, LLC 0.06% No change 2,000 $327K
RBF Capital, LLC 0.02% No change 2,000 $327K
Smithbridge Asset Management Inc. 0.06% Add +0.1% 1,993 $326K
D.A. Davidson & Co. 0.00% Reduce -59.1% 1,990 $325K
Sigma Planning Corp 0.01% Reduce -2.0% 1,982 $324K
Private Wealth Asset Management, LLC 0.04% Add +4.0% 1,965 $321K
Klingman & Associates, LLC 0.02% Reduce -5.9% 1,964 $321K
American Money Management, LLC 0.06% Add +0.5% 1,956 $319K
Canopy Partners, LLC 0.12% No change 1,948 $318K
Geneos Wealth Management Inc. 0.01% Add +0.5% 1,935 $316K
Abacus Planning Group, Inc. 0.05% Add +2.2% 1,918 $313K
J.W. Cole Advisors, Inc. 0.01% New 1,899 $310K
NorthRock Partners, LLC 0.01% Reduce -10.1% 1,897 $310K
Versant Capital Management, Inc 0.05% Reduce -35.8% 1,874 $306K
High Note Wealth, LLC 0.07% No change 1,872 $306K
Forum Financial Management, LP 0.00% Add +14.4% 1,856 $303K
Regions Financial Corp. 0.00% Add +14.2% 1,853 $303K
Chicago Partners Investment Group LLC 0.01% Add +10.6% 1,643 $302K
World Investment Advisors 0.01% Reduce -19.6% 1,847 $302K
Tiaa Trust, National Association 0.00% Add +2.2% 1,833 $299K
Kera Capital Partners, Inc. 0.06% New 1,814 $296K
Tiemann Investment Advisors, LLC 0.12% Reduce -4.0% 1,810 $296K
Paulson Wealth Management Inc. 0.08% Reduce -0.6% 1,802 $294K
PharVision Advisers, LLC 0.41% New 1,749 $286K
IFP Advisors, Inc 0.01% Add +2.0% 1,501 $284K
Investment Partners Asset Management, Inc. 0.20% Add +0.6% 1,727 $282K
Paradigm Asset Management Co. LLC 0.07% Reduce -41.4% 1,700 $278K
Lombard Odier Asset Management (USA) Corp 0.09% New 1,695 $277K
Siemens Fonds Invest GmbH 0.02% Add +16.9% 1,692 $276K
Magnetar Financial LLC 0.00% Reduce -95.4% 1,681 $275K
Citizens Financial Group Inc. 0.00% Add +14.0% 1,649 $269K
BayBridge Capital Group, LLC 0.17% No change 1,602 $262K
Compound Planning, Inc. 0.01% Add +7.2% 1,592 $260K
Catalina Capital Group, LLC 0.17% Reduce -2.2% 1,585 $259K
Aaron Wealth Advisors LLC 0.03% Add +4.8% 1,585 $259K
Hantz Financial Services, Inc. 0.00% Reduce -11.6% 1,573 $257K
TFB Advisors LLC 0.07% Add +22.5% 1,569 $256K
FourThought Financial Partners, LLC 0.03% Reduce -0.4% 1,560 $255K
Whittier Trust Co. of Nevada Inc. 0.01% Add +20.4% 1,558 $255K
Patriot Financial Group Insurance Agency, LLC 0.03% New 1,536 $251K
Pflug Koory, LLC 0.13% Reduce -1.2% 1,534 $251K
MBB Public Markets I LLC 0.03% Reduce -18.8% 1,534 $251K
Covenant Asset Management, LLC 0.05% Add +0.1% 1,505 $246K
Quantum Financial Advisors, LLC 0.03% Reduce -0.1% 1,502 $245K
First Interstate Bank 0.01% No change 1,500 $245K
Cahaba Wealth Management, Inc. 0.02% No change 1,492 $244K
United Capital Financial Advisors, LLC 0.00% Add +4.2% 1,491 $244K
HighPoint Advisor Group LLC 0.01% New 1,490 $243K
First Bank & Trust 0.04% Add +1.4% 1,483 $242K
Bridgewater Advisors Inc. 0.02% New 1,289 $241K
Trajan Wealth LLC 0.01% Add +10.9% 1,471 $240K
Global Retirement Partners, LLC 0.01% — 1,468 $240K
MainStreet Investment Advisors LLC 0.03% Reduce -22.6% 1,468 $240K
Linden Thomas Advisory Services, LLC 0.03% Reduce -22.9% 1,467 $240K
Patton Fund Management, Inc. 0.05% New 1,456 $238K
Goodman Advisory Group, LLC 0.08% Reduce -37.7% 1,452 $237K
denkapparat Operations GmbH 0.19% New 1,448 $237K
Clark Asset Management, LLC 0.03% No change 1,444 $236K
First Western Trust Bank 0.01% No change 1,444 $236K
Pinnacle Bancorp, Inc. 0.07% No change 1,440 $235K
Kingswood Wealth Advisors, LLC 0.02% Reduce -3.8% 1,439 $235K
Mutual Advisors, LLC 0.01% New 1,289 $234K
Savvy Advisors, Inc. 0.02% Reduce -2.2% 1,434 $234K
Plan Group Financial, LLC 0.08% Add +1.6% 1,423 $232K
Robeco Schweiz AG 0.01% No change 1,416 $231K
Claret Asset Management Corp 0.03% New 1,416 $231K
Sheridan Capital Management, LLC 0.16% No change 1,411 $230K
Berry Wealth Group, LP 0.16% New 1,410 $230K
Atria Investments, Inc 0.00% New 1,405 $230K
Trust Asset Management LLC 0.02% New 1,405 $230K
Diversify Wealth Management, LLC 0.01% New 1,106 $229K
Norden Group LLC 0.02% Reduce -60.4% 1,400 $229K
Ehrlich Financial Group 0.15% No change 1,396 $228K
Rossby Financial, LCC 0.09% Reduce -9.7% 1,395 $228K
Procyon Advisors, LLC 0.02% Reduce -6.1% 1,394 $228K
SkyOak Wealth, LLC 0.05% Add +3.1% 1,387 $227K
Atria Wealth Solutions, Inc. 0.01% No change 1,318 $226K
Moseley Investment Management Inc. 0.08% Add +1.1% 1,378 $225K
Harbour Investments, Inc. 0.01% Add +303.5% 1,372 $224K
Community Bank & Trust, Waco, Texas 0.05% No change 1,370 $224K
LGL Partners, LLC 0.10% New 1,106 $221K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.0% 1,350 $221K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.5% 1,341 $219K
Edmp, Inc. 0.18% No change 1,322 $216K
Signature Estate & Investment Advisors LLC 0.00% Add +0.1% 1,313 $215K
Badgley Phelps Wealth Managers, LLC 0.00% Reduce -0.1% 1,304 $213K
Belpointe Asset Management LLC 0.01% New 1,301 $213K
Pinnacle Associates Ltd. 0.00% New 1,301 $213K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,300 $212K
Intrust Bank NA 0.02% Reduce -10.0% 1,299 $212K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -13.6% 1,285 $210K
Blue Trust, Inc. 0.00% Add +13.7% 1,283 $210K
Optas, LLC 0.04% Reduce -34.3% 1,266 $207K
AlphaQuest LLC 0.02% Add +193.3% 1,261 $206K
Evercore Wealth Management, LLC 0.00% New 1,256 $205K
Phillips Wealth Planners LLC 0.19% New 1,207 $204K
Cullen Investment Group, LTD. 0.03% New 1,243 $203K
Christensen, King & Associates Investment Services, Inc. 0.09% No change 1,240 $203K
Providence Wealth Advisors, LLC 0.14% New 1,010 $202K
Journey Strategic Wealth LLC 0.01% New 1,234 $202K
Stratos Wealth Partners, LTD. 0.00% New 1,232 $201K
Smartleaf Asset Management LLC 0.02% Reduce -22.0% 1,225 $201K
Stenger Family Office, LLC 0.05% — 1,051 $200K
Ostrum Asset Management 0.01% Reduce -2.9% 1,174 $192K
Bessemer Group Inc. 0.00% Reduce -11.8% 1,164 $190K
State of Wyoming 0.02% New 1,163 $190K
Cullen/Frost Bankers, Inc. 0.00% Reduce -2.5% 1,137 $186K
Virtus Advisers, LLC 0.11% No change 1,120 $183K
Valley National Advisers Inc. 0.03% Reduce -4.4% 1,117 $182K
Copeland Capital Management, LLC 0.00% New 1,099 $180K
Huntington National Bank 0.00% Add +7.9% 1,057 $173K
Tower Research Capital LLC (TRC) 0.00% Reduce -80.0% 1,041 $170K
Whittier Trust Co. 0.00% Reduce -6.9% 1,041 $170K
Picton Mahoney Asset Management 0.00% New 1,007 $165K
Headlands Technologies LLC 0.02% New 1,007 $165K
Johnson Financial Group, Inc. 0.01% Add +66.6% 848 $139K
Capital Advisors, Ltd. LLC 0.02% Add +0.1% 817 $133K
Ridgewood Investments LLC 0.06% New 800 $131K
Activest Wealth Management 0.03% Reduce -0.3% 800 $131K
Colonial Trust Co / SC 0.02% Reduce -31.7% 770 $126K
Spire Wealth Management 0.00% Reduce -23.9% 830 $121K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -58.1% 737 $120K
Covestor Ltd 0.07% Add +766.7% 728 $119K
Brooklyn Investment Group 0.02% Add +28.9% 727 $119K
DT Investment Partners, LLC 0.01% No change 694 $113K
Allworth Financial LP 0.00% Add +55.9% 678 $111K
Transamerica Financial Advisors, LLC 0.01% Reduce -5.6% 644 $105K
Anchor Investment Management, LLC 0.01% No change 635 $104K
Groupe la Francaise 0.00% Add +8.2% 631 $103K
Evermay Wealth Management LLC 0.01% No change 600 $98K
Plante Moran Financial Advisors, LLC 0.01% No change 594 $97K
Harbor Investment Advisory, LLC 0.01% No change 593 $97K
Quarry LP 0.02% Add +190.4% 578 $94K
EverSource Wealth Advisors, LLC 0.00% Add +3.7% 561 $92K
Brown, Lisle/Cummings, Inc. 0.02% No change 560 $91K
Ofi Invest Asset Management 0.00% Add +69.8% 652 $91K
Leonteq Securities AG 0.01% Add +419.8% 525 $86K
UMB Bank, n.a. 0.00% Reduce -45.5% 493 $81K
Asset Dedication, LLC 0.01% No change 468 $76K
Hemington Wealth Management 0.01% Reduce -3.1% 467 $76K
Ameritas Advisory Services, LLC 0.00% New 441 $72K
Arax Advisory Partners 0.00% Reduce -6.5% 387 $72K
Bogart Wealth, LLC 0.00% Add +0.7% 409 $67K
AdvisorNet Financial, Inc 0.00% Reduce -20.1% 409 $67K
Rosenberg Matthew Hamilton 0.01% No change 395 $65K
Park Square Financial Group, LLC 0.04% Add +54.6% 371 $61K
MUFG Securities EMEA plc 0.00% New 363 $59K
Talon Private Wealth, LLC 0.01% New 344 $56K
SBI Securities Co., Ltd. 0.00% Add +2.7% 340 $56K
CYBER HORNET ETFs LLC 0.04% New 310 $51K
Cromwell Holdings LLC 0.03% Add +7675.0% 311 $51K
ORG Partners LLC 0.01% Add +3.1% 299 $51K
Richardson Financial Services Inc. 0.03% New 284 $48K
Painted Porch Advisors LLC 0.02% Reduce -8.8% 281 $46K
Bell Investment Advisors, Inc 0.01% Add +2.6% 271 $44K
Clearstead Trust, LLC 0.01% Add +2.3% 270 $44K
Capital Analysts, LLC 0.00% No change 265 $43K
Rise Advisors, LLC 0.02% Add +0.8% 252 $41K
Front Row Advisors LLC 0.01% No change 250 $41K
Sentry Investment Management LLC 0.02% No change 219 $37K
Volterra Technologies LP 0.05% — 222 $36K
Kozak & Associates, Inc. 0.01% No change 202 $35K
SOA Wealth Advisors, LLC. 0.01% No change 211 $34K
NFSG Corp 0.01% Add +0.5% 205 $33K
Sittner & Nelson, LLC 0.01% No change 200 $33K
Costello Asset Management, INC 0.01% No change 200 $33K
HM Payson & Co. 0.00% No change 200 $33K
Clean Yield Group 0.01% No change 192 $31K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.5% 188 $31K
Vermillion & White Wealth Management Group, LLC 0.02% Add +130.8% 180 $29K
Smithfield Trust Co 0.00% No change 160 $26K
Maseco LLP 0.00% — 158 $26K
Opal Wealth Advisors, LLC 0.01% No change 153 $25K
Strategic Wealth Partners, Ltd. 0.00% — 152 $25K
First Horizon Advisors, Inc. 0.00% Add +473.1% 149 $24K
Parkside Financial Bank & Trust 0.00% Add +1.4% 145 $24K
Red Tortoise LLC 0.01% No change 144 $24K
Cary Street Partners Investment Advisory LLC 0.01% Add +25.7% 132 $22K
Evolution Advisers, Inc. 0.01% No change 132 $21K
Atticus Wealth Management, LLC 0.01% New 125 $20K
Foster Dykema Cabot & Partners, LLC 0.00% No change 122 $20K
Medallion Wealth Advisors, LLC 0.01% No change 110 $19K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 110 $18K
Golden State Wealth Management, LLC 0.00% No change 110 $18K
Atwood & Palmer Inc. 0.00% New 108 $18K
Manchester Capital Management LLC 0.00% Add +34.2% 106 $17K
JFS Wealth Advisors, LLC 0.00% Reduce -2.8% 103 $17K
MRP Capital Investments, LLC 0.01% New 100 $16K
Citizens National Bank Trust Department 0.00% No change 100 $16K
CVA Family Office, LLC 0.00% Add +12.5% 99 $16K
Atlantic Union Bankshares Corp 0.00% New 97 $16K
Private Wealth Management Group, LLC 0.00% No change 90 $15K
SouthState Bank Corp 0.00% Reduce -9.2% 89 $15K
MCF Advisors LLC 0.00% No change 84 $14K
Tidemark, LLC 0.00% No change 84 $14K
Westside Investment Management, Inc. 0.00% No change 84 $14K
Summit Securities Group LLC 0.00% New 82 $13K
Salem Investment Counselors Inc. 0.00% No change 80 $13K
Harbor Capital Advisors, Inc. 0.00% Reduce -7.9% 82 $13K
GW&K Investment Management, LLC 0.00% Reduce -16.1% 78 $13K
Fortitude Family Office, LLC 0.00% Add +30.0% 78 $13K
Contravisory Investment Management, Inc. 0.00% No change 78 $13K
CoreCap Advisors, LLC 0.00% Reduce -61.8% 78 $13K
Farmers & Merchants Investments Inc. 0.00% Reduce -15.2% 78 $13K
WealthCollab, LLC 0.01% No change 74 $12K
Barnes Dennig Private Wealth Management LLC 0.01% New 71 $12K
Ancora Advisors LLC 0.00% Add +2.9% 70 $11K
GPS Wealth Strategies Group, LLC 0.00% Add +1.5% 69 $11K
True Wealth Design, LLC 0.00% Add +172.0% 68 $11K
Abound Wealth Management 0.00% No change 66 $11K
Key Financial Inc 0.00% No change 62 $10K
NewSquare Capital LLC 0.00% Add +69.4% 61 $10K
Twin Peaks Wealth Advisors, LLC 0.00% New 48 $10K
Financial Management Professionals, Inc. 0.00% New 60 $10K
Itau Unibanco Holding S.A. 0.00% Reduce -12.3% 57 $9K
South Plains Financial, Inc. 0.01% No change 52 $8K
Sachetta, LLC 0.00% Add +15.9% 51 $8K
TD Private Client Wealth LLC 0.00% Add +88.9% 51 $8K
Sunbelt Securities, Inc. 0.00% No change 45 $8K
Valued Wealth Advisors LLC 0.00% Reduce -5.7% 50 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 46 $8K
Grove Bank & Trust 0.00% New 44 $7K
Darwin Wealth Management, LLC 0.00% No change 36 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 35 $6K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.9% 34 $6K
Rothschild Investment LLC 0.00% Add +63.2% 31 $5K
Hilltop National Bank 0.00% — 30 $5K
Zions Bancorporation, National Association 0.00% Reduce -69.7% 30 $5K
Dunhill Financial, LLC 0.00% Add +11.5% 29 $5K
Webster Bank, N. A. 0.00% New 28 $5K
Cornerstone Planning Group LLC 0.00% Reduce -38.2% 21 $4K
Howard Hughes Medical Institute 0.00% New 26 $4K
Altshuler Shaham Ltd 0.00% Add +30.0% 26 $4K
Ameriflex Group, Inc. 0.00% No change 26 $4K
Avion Wealth 0.00% Add +30.0% 26 $4K
Beacon Capital Management, LLC 0.00% No change 24 $4K
Toth Financial Advisory Corp. 0.00% No change 20 $3K
MV Capital Management, Inc. 0.00% Add +566.7% 20 $3K
Garde Capital, Inc. 0.00% No change 20 $3K
Bruce G. Allen Investments, LLC 0.00% Add +42.9% 20 $3K
Operose Advisors LLC 0.00% New 20 $3K
SJS Investment Consulting Inc. 0.00% Reduce -36.7% 19 $3K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -93.5% 19 $3K
Global X Japan Co., Ltd. 0.00% New 19 $3K
Rialto Wealth Management, LLC 0.00% Add +41.7% 17 $3K
Solstein Capital, LLC 0.00% New 17 $3K
Quaker Wealth Management, LLC 0.00% — 16 $3K
Sierra Ocean, LLC 0.00% Add +180.0% 14 $2K
Addison Advisors LLC 0.00% Add +140.0% 12 $2K
Pacific Center for Financial Services 0.00% No change 10 $2K
CGC Financial Services, LLC 0.00% No change 10 $2K
Iron Horse Wealth Management, LLC 0.00% No change 10 $2K
Kilter Group LLC 0.00% New 9 $1K
Parkworth Wealth Management, Inc. 0.00% Add +125.0% 9 $1K
Legacy Investment Solutions, LLC 0.00% — 8 $1K
Legacy Wealth Managment, LLC 0.00% Reduce -38.5% 8 $1K
Center for Financial Planning, Inc. 0.00% No change 8 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 8 $1K
TFC Financial Management, Inc. 0.00% Add +250.0% 7 $1K
Winthrop Capital Management, LLC 0.00% No change 8 $1K
Physician Wealth Advisors, Inc. 0.00% Reduce -25.0% 6 $981
HFM Investment Advisors, LLC 0.00% Add +50.0% 6 $980
Tortoise Investment Management, LLC 0.00% New 6 $980
Kayne Anderson Rudnick Investment Management LLC 0.00% New 6 $980
Hughes Financial Services, LLC 0.00% Reduce -66.7% 4 $803
Aventura Private Wealth, LLC 0.00% New 4 $653
Bare Financial Services, Inc 0.00% Reduce -63.6% 4 $653
Arlington Trust Co LLC 0.00% Reduce -84.6% 4 $653
DecisionPoint Financial, LLC 0.00% New 3 $508
WealthTrak Capital Management LLC 0.00% Reduce -66.7% 3 $491
Principia Wealth Advisory, LLC 0.00% Reduce -50.0% 3 $490
Aspect Partners, LLC 0.00% New 3 $490
Raffa Wealth Management, LLC 0.00% No change 3 $490
WestEnd Advisors, LLC 0.00% No change 3 $490
Northwest Capital Management Inc 0.00% No change 2 $348
Raleigh Capital Management Inc. 0.00% New 2 $328
American Capital Advisory, LLC 0.00% New 2 $327
Essential Partners LLC 0.00% — 2 $327
Total Investment Management Inc. 0.00% New 1 $168
Stephens Consulting, LLC 0.00% New 1 $164

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