Williams-SonomaWSM

13F holders, Q3 2025 (September 30)
942holders +25
104new positions
70sold out
10famous investors
$195.37avg. 13F price*

At the end of Q3 2025, 942 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings, up 25 from Q2 2025. 104 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock, Inc. ($2.3B) and Aristotle Capital Management, LLC ($1.8B). 10 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions104$327.1M
Exits70$195.9M

All 13F filers, Q2 2025 → Q3 2025: 8,969,567 shares bought and 9,689,237 shares sold, net −719,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 942 holders

Vanguard Group Inc. 0.05% Add +0.0% 15,605,872 $3.1B
BlackRock, Inc. 0.04% Reduce -3.1% 11,725,777 $2.3B
Aristotle Capital Management, LLC 3.45% Reduce -0.1% 9,136,069 $1.8B
Blackhill Capital Inc. 74.52% Reduce -0.3% 7,701,571 $1.5B
State Street Corp. 0.04% Add +2.5% 6,139,477 $1.2B
FMR LLC 0.04% Add +107.3% 3,937,433 $769.6M
Geode Capital Management, LLC 0.04% Add +0.7% 3,554,366 $692.1M
First Trust Advisors LP 0.33% Add +30.7% 2,269,461 $443.6M
D. E. Shaw & Co. 0.32% Reduce -5.9% 1,869,686 $365.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -8.2% 1,788,526 $349.6M
Northern Trust Corp. 0.04% Reduce -1.7% 1,746,440 $341.3M
Invesco Ltd. 0.05% Reduce -9.6% 1,574,558 $307.7M
Dimensional Fund Advisors LP 0.06% Reduce -0.1% 1,463,811 $286.1M
Boston Partners 0.26% New 1,304,657 $254.8M
JPMorgan Chase & Co. 0.02% Reduce -2.8% 1,221,134 $238.7M
Morgan Stanley 0.01% Reduce -23.8% 1,129,831 $220.8M
UBS Group AG 0.04% Add +31.6% 1,094,336 $213.9M
Nuveen, LLC 0.05% Add +84.4% 1,016,906 $198.8M
Leonard Green & Partners, L.P. 7.44% Reduce -69.0% 1,000,000 $195.4M
Principal Financial Group Inc. 0.10% Add +30.2% 997,414 $194.9M
Goldman Sachs Group Inc. 0.03% Add +54.8% 941,392 $184.0M
Nordea Investment Management AB 0.15% Add +8.2% 883,031 $170.8M
Bank of New York Mellon Corp 0.03% Reduce -3.1% 864,174 $168.9M
Voya Investment Management LLC 0.19% Add +184.3% 861,236 $167.9M
Captrust Financial Advisors 0.34% Add +3.5% 847,122 $165.6M
Charles Schwab Investment Management Inc. 0.02% Reduce -29.6% 768,390 $150.2M
Legal & General Group Plc 0.03% Add +1.4% 750,644 $146.7M
Renaissance Technologies 0.18% Reduce -22.0% 685,100 $133.9M
Deutsche Bank AG 0.04% Add +4.3% 622,268 $121.6M
Victory Capital Management Inc. 0.07% Add +307.7% 600,526 $117.4M
Caisse de depot et placement du Quebec 0.21% Reduce -26.3% 594,015 $116.1M
Jacobs Levy Equity Management, Inc. 0.42% Reduce -12.9% 544,437 $106.4M
Amundi 0.03% Reduce -47.3% 522,463 $102.4M
Wellington Management Group LLP 0.02% Add +4142.7% 478,072 $93.4M
Qube Research & Technologies Ltd 0.13% Reduce -36.1% 474,446 $92.7M
Robeco Institutional Asset Management B.V. 0.13% Reduce -24.1% 449,320 $87.8M
Assetmark, Inc. 0.19% Add +1.7% 446,971 $87.4M
Royal Bank of Canada 0.02% Add +39.2% 442,844 $86.6M
American Century Companies Inc. 0.04% Reduce -4.5% 424,288 $82.9M
Truist Financial Corp. 0.11% Add +8.4% 410,573 $80.2M
Alyeska Investment Group, L.P. 0.23% Add +9.9% 392,187 $76.7M
Envestnet Asset Management Inc. 0.02% Add +5.1% 387,163 $75.7M
Bank of America Corp. 0.01% Reduce -9.3% 362,276 $70.8M
National Pension Service 0.05% Add +10.3% 358,003 $70.0M
Swiss National Bank 0.04% Reduce -5.2% 354,500 $69.3M
Clark Capital Management Group, Inc. 0.42% Reduce -14.1% 339,864 $66.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.17% Reduce -7.5% 331,293 $64.2M
Boston Trust Walden Corp 0.47% Reduce -6.3% 327,950 $64.1M
Barclays PLC 0.02% Reduce -16.3% 311,127 $60.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.1% 293,450 $57.4M
Raymond James Financial Inc. 0.02% Add +22.1% 289,593 $56.6M
Wells Fargo & Company 0.01% Add +0.6% 287,936 $56.3M
HSBC Holdings PLC 0.03% Reduce -23.5% 283,587 $55.4M
Vest Financial, LLC 0.72% Add +39.5% 282,503 $55.2M
Schroder Investment Management Group 0.04% Add +2.8% 270,053 $52.8M
KBC Group NV 0.12% Add +10.3% 260,905 $51.0M
Citadel Advisors 0.04% Add +59.8% 254,029 $49.6M
Select Equity Group, L.P. 0.21% Reduce -5.1% 253,021 $49.5M
Advisors Capital Management, LLC 0.60% Add +1.8% 244,254 $47.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +4.9% 244,042 $47.7M
Rhumbline Advisers 0.04% Add +1.1% 243,832 $47.7M
T. Rowe Price Associates Inc. 0.01% Reduce -18.3% 240,693 $47.0M
BNP Paribas Financial Markets 0.04% Reduce -3.7% 238,020 $46.5M
Franklin Resources Inc. 0.01% Reduce -14.5% 236,484 $46.2M
Glenmede Investment Management, LP 0.22% Reduce -9.2% 233,807 $45.7M
Man Group plc 0.09% Reduce -43.7% 221,948 $43.4M
California Public Employees Retirement System 0.03% Add +3.1% 220,439 $43.1M
Quantinno Capital Management LP 0.12% Add +68.8% 215,677 $42.2M
Moran Wealth Management, LLC 1.25% Reduce -4.7% 212,664 $41.6M
Reik & Co., LLC 10.64% No change 211,941 $41.4M
Balyasny Asset Management L.P. 0.09% Reduce -49.3% 209,013 $40.9M
Russell Investments Group, Ltd. 0.04% Add +0.5% 198,625 $38.8M
Modera Wealth Management, LLC 0.44% Reduce -4.7% 193,743 $37.9M
California State Teachers Retirement System 0.04% Add +0.4% 185,404 $36.2M
Gotham Asset Management 0.16% Add +7.5% 184,595 $36.1M
Edgemoor Investment Advisors, Inc. 2.69% Reduce -1.2% 177,267 $34.6M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -26.5% 177,055 $34.6M
Systematic Financial Management LP 0.81% Reduce -1.1% 170,489 $33.3M
Jupiter Asset Management Ltd. 0.27% Reduce -54.2% 162,531 $31.8M
Logan Capital Management Inc. 1.32% Add +3.3% 160,395 $31.3M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +3037.6% 153,869 $30.1M
AQR Capital Management 0.02% Reduce -19.4% 147,016 $28.6M
Achmea Investment Management B.V. 0.36% Reduce -10.4% 146,321 $28.6M
Rodgers Brothers Inc. 3.37% Reduce -3.1% 139,770 $27.3M
Brandywine Global Investment Management, LLC 0.19% Add +71.4% 137,650 $26.9M
Acadian Asset Management LLC 0.05% Reduce -1.6% 137,159 $26.8M
AXA Investment Managers S.A. 0.07% — 136,141 $26.6M
McRae Capital Management Inc. 5.21% Reduce -5.0% 134,346 $26.3M
Investment House LLC 1.24% Add +0.3% 133,612 $26.1M
HS Management Partners, LLC 3.36% Reduce -48.7% 132,417 $25.9M
Treasurer of the State of North Carolina 0.08% Reduce -6.4% 131,669 $25.7M
First Long Island Investors, LLC 1.91% Reduce -0.5% 131,604 $25.7M
Pacific Heights Asset Management LLC 1.13% Add +18.2% 130,000 $25.4M
Alliancebernstein L.P. 0.01% Reduce -0.6% 127,269 $24.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.16% Add +0.6% 126,200 $24.7M
CANADA LIFE ASSURANCE Co 0.04% Reduce -2.9% 127,835 $24.6M
Teacher Retirement System of Texas 0.10% Add +2.6% 124,180 $24.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +4.0% 121,447 $23.7M
Nisa Investment Advisors, LLC 0.09% Add +27.3% 120,695 $23.6M
Aberdeen Group plc 0.04% Add +149.6% 121,896 $23.6M
Ameriprise Financial Inc. 0.01% Add +4.6% 119,586 $23.4M
Aware Super Pty Ltd as trustee of Aware Super 0.32% No change 117,064 $22.9M
Corient Private Wealth LP 0.04% Add +2.4% 117,019 $22.9M
PNC Financial Services Group, Inc. 0.01% Reduce -0.4% 113,062 $22.1M
State Board of Administration of Florida Retirement System 0.04% Reduce -12.6% 112,164 $21.9M
Winmill & Co. Inc. 5.31% No change 111,994 $21.9M
Bank of Montreal 0.01% Add +12.9% 110,549 $21.6M
New York State Teachers Retirement System 0.04% Reduce -5.6% 109,223 $21.3M
Hook Mill Capital Partners, LP 1.95% Reduce -50.6% 109,074 $21.3M
Linscomb Wealth, Inc. 0.91% Reduce -1.9% 108,453 $21.2M
Pictet Asset Management Holding SA 0.02% Add +7.5% 104,936 $20.5M
Aviva PLC 0.04% Add +9.5% 103,822 $20.3M
Handelsbanken Fonder AB 0.06% Add +238.0% 103,820 $20.3M
BI Asset Management Fondsmaeglerselskab A/S 0.18% Reduce -23.1% 99,322 $19.4M
Citigroup Inc. 0.01% Reduce -16.9% 98,001 $19.2M
State of Wisconsin Investment Board 0.04% Add +14.1% 94,804 $18.5M
Illinois Municipal Retirement Fund 0.22% Reduce -11.6% 89,865 $17.6M
HighTower Advisors, LLC 0.02% Add +1.7% 88,331 $17.3M
Forsta Ap-Fonden 0.10% Add +43.0% 83,500 $16.3M
SG Americas Securities, LLC 0.06% Reduce -30.4% 82,419 $16.1M
Korea Investment CORP 0.03% Add +1.3% 82,413 $16.1M
Osaic Holdings, Inc. 0.02% Add +62.2% 82,813 $16.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -10.9% 78,980 $15.4M
Thomas Story & Son LLC 5.66% Reduce -11.4% 78,792 $15.4M
LPL Financial LLC 0.00% Add +5.9% 76,321 $14.9M
Distillate Capital Partners LLC 0.76% Reduce -1.4% 75,312 $14.7M
New York State Common Retirement Fund 0.02% Reduce -5.4% 75,295 $14.7M
Meritage Portfolio Management 0.98% Reduce -21.2% 74,983 $14.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.9% 74,084 $14.5M
Ingalls & Snyder LLC 0.46% Add +0.4% 71,633 $14.0M
Prudential Financial Inc. 0.02% Reduce -11.3% 71,130 $13.9M
Hudson Bay Capital Management LP 0.10% Add +13.0% 70,294 $13.7M
Ensign Peak Advisors, Inc 0.02% Add +4.9% 68,633 $13.4M
Swiss Life Asset Management Ltd 0.07% Add +36.5% 68,430 $13.4M
KLP Kapitalforvaltning As 0.05% Reduce -24.0% 67,400 $13.2M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.4% 62,772 $12.3M
ExodusPoint Capital Management, LP 0.17% Add +50.6% 61,255 $12.0M
Sei Investments Co. 0.01% Reduce -7.5% 61,082 $11.9M
US Bancorp \de 0.01% Reduce -0.4% 60,393 $11.8M
Cary Street Partners Financial LLC 0.28% Reduce -0.8% 56,087 $11.0M
Sequoia Financial Advisors, LLC 0.07% Add +7.7% 56,083 $11.0M
Grace & White Inc. 1.94% Reduce -0.3% 55,430 $10.8M
Royal London Asset Management Ltd. 0.02% Add +30.3% 54,749 $10.7M
Fisher Asset Management 0.00% Reduce -3.2% 54,447 $10.6M
Storebrand Asset Management As 0.03% Reduce -2.1% 53,985 $10.6M
Asset Management One Co., Ltd. 0.03% Reduce -0.1% 53,636 $10.5M
Hood River Capital Management LLC 0.12% Add +5.6% 53,451 $10.4M
Coston, McIsaac & Partners 2.45% Reduce -2.4% 52,652 $10.3M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -80.0% 52,000 $10.2M
Cerity Partners LLC 0.02% Reduce -25.4% 51,104 $10.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -9.8% 52,455 $9.9M
Dividend Assets Capital, LLC 1.72% Add +8.7% 50,069 $9.8M
Nicholas Company, Inc. 0.17% Reduce -0.0% 50,024 $9.8M
Prudential PLC 0.07% Reduce -14.7% 47,537 $9.3M
Nomura Asset Management Co. Ltd. 0.02% Reduce -20.9% 47,431 $9.3M
Millennium Management 0.01% Reduce -21.0% 46,924 $9.2M
Mn Services Vermogensbeheer B.V. 0.06% No change 46,200 $9.0M
Commonwealth Equity Services, LLC 0.01% Reduce -19.1% 45,572 $8.9M
Glassy Mountain Advisors, Inc. 2.67% Reduce -0.9% 45,387 $8.9M
Danske Bank A/S 0.02% Reduce -12.7% 45,302 $8.9M
Toronto Dominion Bank 0.02% Reduce -9.4% 45,276 $8.8M
Kensington Investment Counsel, LLC 3.58% Reduce -2.7% 44,952 $8.8M
Radnor Capital Management, LLC 1.33% Reduce -2.8% 44,885 $8.8M
LBP Am SA 0.11% Add +0.7% 44,367 $8.7M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.6% 43,753 $8.5M
Sienna Gestion 0.59% New 47,651 $8.5M
State of Tennessee, Department of Treasury 0.03% Add +14.2% 42,879 $8.4M
TD Asset Management Inc 0.01% Reduce -4.8% 42,841 $8.4M
Public Employees Retirement System of Ohio 0.03% Add +0.7% 42,537 $8.3M
State of New Jersey Common Pension Fund D 0.03% Add +2.0% 42,503 $8.3M
National Bank of Canada 0.01% Reduce -52.0% 42,465 $8.3M
Evexia Wealth LLC 2.46% Reduce -10.7% 43,289 $8.2M
Cetera Investment Advisers 0.01% Add +7.3% 41,727 $8.2M
State of Michigan Retirement System 0.04% Reduce -0.2% 41,000 $8.0M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Add +12.7% 40,809 $8.0M
Macquarie Group Ltd. 0.01% Add +87.3% 44,682 $8.0M
Telos Capital Management, Inc. 0.76% No change 40,630 $7.9M
Goelzer Investment Management, Inc. 0.42% Reduce -1.1% 40,129 $7.8M
Marshall Wace, LLP 0.01% New 39,883 $7.8M
Rakuten Investment Management, Inc. 0.03% — 38,372 $7.6M
JGP Wealth Management, LLC 0.83% Add +249.8% 38,281 $7.5M
Pathstone Holdings, LLC 0.03% Reduce -0.8% 38,308 $7.5M
Hamilton Point Investment Advisors, LLC 1.16% Reduce -0.2% 38,103 $7.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +4.4% 37,799 $7.4M
Creative Planning 0.01% Add +12.4% 37,124 $7.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -43.6% 37,023 $7.2M
Dana Investment Advisors, Inc. 0.21% Reduce -7.1% 36,431 $7.1M
Arizona State Retirement System 0.04% Add +0.3% 36,196 $7.1M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -49.2% 36,114 $7.1M
HRT Financial LP 0.03% Add +794.1% 35,646 $7.0M
Promethos Capital, LLC 1.87% Add +43.5% 35,630 $7.0M
B & T Capital Management DBA Alpha Capital Management 1.09% Reduce -1.9% 35,227 $6.9M
Van Eck Associates Corp. 0.01% Add +3.4% 35,040 $6.8M
Railway Pension Investments Ltd 0.09% Reduce -22.6% 34,900 $6.8M
Impax Asset Management Group plc 0.04% Add +164.4% 34,039 $6.7M
FIL Ltd 0.01% Add +357.9% 33,661 $6.6M
Capital World Investors 0.00% Add +95.5% 33,636 $6.6M
Seascape Capital Management 1.89% Add +0.8% 33,626 $6.6M
O'shaughnessy Asset Management, LLC 0.04% Reduce -5.3% 32,858 $6.4M
Vinva Investment Management Ltd 0.12% Reduce -9.8% 33,213 $6.4M
SFE Investment Counsel 0.99% Reduce -0.3% 31,740 $6.2M
Focus Partners Wealth 0.01% Reduce -4.5% 31,726 $6.2M
Beacon Pointe Advisors, LLC 0.05% Add +17.0% 31,532 $6.2M
MetLife Investment Management, LLC 0.03% Reduce -2.4% 31,277 $6.1M
Czech National Bank 0.04% Add +4.0% 31,239 $6.1M
Level Four Advisory Services, LLC 0.21% Reduce -10.7% 31,224 $6.1M
Bell & Brown Wealth Advisors, LLC 1.97% Reduce -0.6% 30,836 $6.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +12.0% 29,882 $5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -2.0% 29,536 $5.8M
CapWealth Advisors, LLC 0.52% Reduce -2.5% 29,509 $5.8M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -0.2% 29,315 $5.7M
State of Alaska, Department of Revenue 0.06% Reduce -1.9% 29,211 $5.7M
Tabor Asset Management, LP 3.51% Reduce -25.9% 28,577 $5.6M
Boothbay Fund Management, LLC 0.15% Reduce -50.2% 28,445 $5.6M
Lakewood Asset Management LLC 3.34% Reduce -0.4% 28,243 $5.5M
Oddo BHF Asset Management Sas 0.21% Add +55.7% 28,219 $5.5M
Susquehanna International Group, LLP 0.01% Reduce -42.6% 28,082 $5.5M
Cumberland Partners Ltd 0.36% New 28,060 $5.5M
Natixis Advisors, LLC 0.01% Add +3.7% 27,844 $5.4M
Elo Mutual Pension Insurance Co 0.09% Add +50.5% 27,521 $5.4M
Roberts Wealth Advisors, LLC 1.41% Reduce -0.0% 27,109 $5.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +7.6% 26,754 $5.2M
Cibc World Market Inc. 0.01% Reduce -18.3% 26,532 $5.2M
Retirement Systems of Alabama 0.02% Reduce -0.5% 26,238 $5.1M
Lazard Asset Management LLC 0.01% Add +28.6% 26,047 $5.1M
Pacer Advisors, Inc. 0.01% Reduce -94.6% 25,933 $5.1M
Credit Agricole S A 0.02% — 25,677 $5.0M
IFM Investors Pty Ltd 0.04% Add +2.0% 24,880 $5.0M
Bokf, NA 0.07% Reduce -1.2% 25,278 $4.9M
Maverick Capital 0.07% Add +28.1% 24,836 $4.9M
Orion Porfolio Solutions, LLC 0.04% Add +1.5% 24,822 $4.9M
Alberta Investment Management Corp 0.04% Reduce -9.9% 24,600 $4.8M
Amalgamated Bank 0.03% Reduce -1.3% 24,325 $4.8M
Martin Capital Advisors, LLP 2.84% Add +0.0% 24,060 $4.7M
Cunning Capital Partners, LP 2.16% No change 23,863 $4.7M
Centric Wealth Management 1.03% Reduce -0.2% 23,842 $4.6M
Romano Brothers and Company 0.53% Reduce -1.7% 23,590 $4.6M
Palumbo Wealth Management LLC 1.47% New 23,603 $4.6M
Munich Reinsurance Co Stock Corp in Munich 0.12% — 23,561 $4.6M
Empowered Funds, LLC 0.05% Reduce -51.5% 23,557 $4.6M
Blair William & Co. 0.01% Reduce -0.7% 23,469 $4.6M
Allianz Asset Management GmbH 0.01% Reduce -35.5% 23,396 $4.6M
Coldstream Capital Management Inc. 0.06% Add +0.9% 23,225 $4.5M
Daiwa Securities Group Inc. 0.02% Reduce -1.6% 23,027 $4.5M
DNB Asset Management AS 0.02% Add +9.3% 22,763 $4.4M
Great Diamond Partners, LLC 0.82% Add +1.4% 21,743 $4.2M
ProShare Advisors LLC 0.01% Reduce -14.0% 21,615 $4.2M
LeClair Wealth Partners LLC 2.63% No change 21,594 $4.2M
M&T Bank Corp 0.01% Reduce -6.1% 21,575 $4.2M
Regatta Capital Group, LLC 0.66% Add +1.7% 21,371 $4.2M
Laird Norton Wetherby Wealth Management, LLC 0.17% Reduce -0.6% 21,282 $4.2M
Kerusso Capital Management LLC 2.50% Add +89.1% 20,843 $4.1M
Mariner, LLC 0.01% Reduce -38.8% 20,841 $4.1M
Federated Hermes, Inc. 0.01% Reduce -16.4% 20,800 $4.1M
Manning & Napier Advisors LLC 0.05% Reduce -41.8% 20,506 $4.0M
Insight Inv LLC 2.34% Reduce -2.5% 20,390 $4.0M
Beacon Investment Advisory Services, Inc. 0.17% No change 20,185 $3.9M
Xponance LLC 0.03% Reduce -3.6% 20,048 $3.9M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 20,000 $3.9M
DekaBank Deutsche Girozentrale 0.01% No change 20,344 $3.9M
Utah Retirement Systems 0.04% Reduce -1.8% 19,544 $3.8M
Police & Firemen's Retirement System of New Jersey 0.03% Add +5.9% 19,046 $3.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +14.0% 19,002 $3.7M
Royce & Associates LP 0.04% Reduce -7.0% 18,814 $3.7M
Swedbank AB 0.00% No change 18,740 $3.7M
Comerica Bank 0.01% Reduce -6.1% 18,735 $3.7M
Vontobel Holding Ltd. 0.01% Reduce -7.3% 18,662 $3.6M
Neuberger Berman Group LLC 0.00% Reduce -4.2% 18,312 $3.6M
Genus Capital Management Inc. 0.41% Add +141.8% 18,280 $3.6M
Vision Capital Management, Inc. 0.43% Reduce -1.9% 17,916 $3.5M
Old National Bancorp 0.06% Reduce -3.2% 17,894 $3.5M
Soltis Investment Advisors LLC 0.24% Reduce -26.2% 17,885 $3.5M
M. Kulyk & Associates, LLC 0.71% Reduce -2.1% 17,769 $3.5M
Stifel Financial Corp. 0.00% Reduce -0.3% 17,684 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -9.1% 17,677 $3.5M
Bank of Nova Scotia 0.01% Reduce -36.5% 17,634 $3.4M
Jefferies Financial Group Inc. 0.03% New 17,614 $3.4M
Precedent Wealth Partners, LLC 0.75% Add +2.1% 17,421 $3.4M
Tocqueville Asset Management L.P. 0.05% Reduce -1.0% 17,312 $3.4M
PDT Partners, LLC 0.21% Reduce -0.0% 17,038 $3.3M
CIBC Bancorp USA Inc. 0.02% — 16,970 $3.3M
Abn Amro Investment Solutions 0.07% Reduce -29.1% 16,932 $3.3M
New York Life Investment Management LLC 0.03% Reduce -0.1% 16,736 $3.3M
Advisors Asset Management, Inc. 0.06% Reduce -7.0% 16,716 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.2% 16,709 $3.3M
Mercer Global Advisors Inc. 0.01% Add +5.3% 16,576 $3.2M
NorthCoast Asset Management LLC 0.01% Add +2.2% 16,521 $3.2M
Gateway Investment Advisers LLC 0.03% Add +37.9% 16,398 $3.2M
Woodline Partners LP 0.01% Add +22.2% 16,255 $3.2M
Elyxium Wealth, LLC 1.10% Add +0.4% 16,099 $3.1M
CIBC Asset Management Inc 0.01% Add +0.0% 16,015 $3.1M
Mackenzie Financial Corp. 0.00% Add +1.4% 15,960 $3.1M
Nissay Asset Management Corp. /Japan 0.02% Add +0.3% 15,907 $3.1M
Hennion & Walsh Asset Management, Inc. 0.11% Reduce -17.1% 15,894 $3.1M
Greatmark Investment Partners, Inc. 0.37% Add +2.0% 15,858 $3.1M
Parsons Capital Management Inc. 0.17% Reduce -7.8% 15,259 $3.0M
Signature Wealth Management Group 1.15% Reduce -1.0% 15,182 $3.0M
UniSuper Management Pty Ltd 0.02% Reduce -1.7% 15,155 $3.0M
Landscape Capital Management, L.L.C. 0.19% New 15,045 $2.9M
Tidal Investments LLC 0.01% Reduce -15.1% 15,036 $2.9M
Janus Henderson Group PLC 0.00% Add +16.4% 14,976 $2.9M
Yousif Capital Management, LLC 0.03% Reduce -8.5% 14,881 $2.9M
Bank of Stockton 0.83% Reduce -1.4% 14,825 $2.9M
Canada Pension Plan Investment Board 0.00% Reduce -14.4% 14,800 $2.9M
Chilton Investment Co. Inc. 0.06% New 14,752 $2.9M
BLI - Banque de Luxembourg Investments 0.08% No change 14,900 $2.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +3.4% 14,605 $2.9M
Stiles Financial Services Inc 0.90% Add +0.0% 14,595 $2.9M
EFG Asset Management (North America) Corp. 0.37% Add +51.5% 14,593 $2.9M
OMERS ADMINISTRATION Corp 0.02% Reduce -6.4% 14,516 $2.8M
Kestra Advisory Services, LLC 0.01% Add +251.6% 14,377 $2.8M
Ethic Inc. 0.05% Add +16.6% 14,314 $2.8M
Crossmark Global Holdings, Inc. 0.04% Reduce -73.4% 14,252 $2.8M
Sheets Smith Wealth Management 0.31% Reduce -9.4% 14,228 $2.8M
Oregon Public Employees Retirement Fund 0.04% Add +33.4% 14,140 $2.8M
Peapack Gladstone Financial Corp. 0.04% Reduce -4.2% 13,838 $2.7M
OP Asset Management Ltd 0.04% No change 13,666 $2.7M
Vision Financial Markets LLC 2.27% Reduce -1.4% 13,600 $2.7M
Tredje AP-fonden 0.02% Add +28.1% 13,494 $2.6M
NEOS Investment Management LLC 0.02% Add +39.5% 13,398 $2.6M
Mutual of America Capital Management LLC 0.03% Reduce -5.4% 13,331 $2.6M
Shulman DeMeo Asset Management LLC 0.60% Reduce -2.3% 13,272 $2.6M
Los Angeles Capital Management LLC 0.01% Add +0.3% 13,152 $2.6M
Pinebridge Investments, L.P. 0.02% Reduce -84.3% 12,891 $2.5M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -3.4% 12,730 $2.5M
Gleason Group, Inc. 0.25% Add +0.3% 12,645 $2.5M
Rafferty Asset Management, LLC 0.01% Reduce -3.5% 12,602 $2.5M
Eukles Asset Management 0.96% Add +0.5% 12,575 $2.5M
Janney Montgomery Scott LLC 0.01% Add +6.0% 12,431 $2.4M
Cascade Investment Advisors, Inc. 1.43% Reduce -0.1% 12,115 $2.4M
Thrive Capital Management, LLC 0.61% Add +1.6% 12,070 $2.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.7% 11,981 $2.3M
Concord Asset Management, LLC 0.42% Reduce -10.0% 11,877 $2.3M
Generali Asset Management SPA SGR 0.05% Reduce -8.7% 11,848 $2.3M
Kintegral Advisory, LLC 0.20% Reduce -0.4% 11,739 $2.3M
DAVENPORT & Co LLC 0.01% Reduce -9.7% 11,723 $2.3M
Concord Wealth Partners 0.32% Reduce -11.4% 11,687 $2.3M
MML Investors Services, LLC 0.01% Add +6.2% 11,674 $2.3M
Mediolanum International Funds Ltd 0.02% Add +123.8% 11,844 $2.3M
Peak Retirement Planning, Inc. 0.64% Add +24.9% 11,619 $2.3M
Headlands Technologies LLC 0.18% Add +1046.9% 11,549 $2.3M
North Star Investment Management Corp. 0.14% No change 11,432 $2.2M
1832 Asset Management L.P. 0.00% Reduce -11.5% 11,429 $2.2M
Twin Capital Management Inc. 0.28% Reduce -50.8% 11,426 $2.2M
EFG Asset Management (Americas) Corp. 0.38% Add +48.0% 11,400 $2.2M
Westerkirk Capital Inc. 0.25% Reduce -5.8% 11,388 $2.2M
Wbi Investments, LLC 0.57% Reduce -7.0% 11,340 $2.2M
Westwood Holdings Group Inc. 0.02% Reduce -10.6% 11,324 $2.2M
Sterling Capital Management LLC 0.03% Add +64.2% 11,155 $2.2M
Natixis 0.01% New 11,110 $2.2M
Ironwood Investment Management LLC 0.93% Reduce -0.9% 10,896 $2.1M
Clearstead Advisors, LLC 0.03% Reduce -1.2% 10,786 $2.1M
Harvest Fund Management Co., Ltd 0.09% Add +2.9% 11,481 $2.1M
L2 Asset Management, LLC 0.30% Reduce -49.7% 10,763 $2.1M
Foster & Motley Inc. 0.11% Reduce -6.3% 10,734 $2.1M
Verition Fund Management LLC 0.01% Reduce -60.3% 10,683 $2.1M
Public Sector Pension Investment Board 0.01% Add +16.0% 10,655 $2.1M
Summit Trail Advisors, LLC 0.03% Add +81.9% 10,611 $2.1M
Fulton Bank, N.A. 0.07% Reduce -4.5% 10,383 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Reduce -31.2% 10,337 $2.0M
ASR Vermogensbeheer N.V. 0.02% Reduce -0.2% 10,119 $2.0M
Mogy Joel R Investment Counsel Inc. 0.11% No change 10,100 $2.0M
Legacy Bridge, LLC 0.82% Reduce -1.0% 10,096 $2.0M
LRT Capital Management, LLC 1.30% Reduce -12.9% 10,009 $2.0M
B. Metzler seel. Sohn & Co. AG 0.02% No change 9,959 $1.9M
MAI Capital Management 0.01% Add +33.5% 9,891 $1.9M
J. Safra Sarasin Holding AG 0.03% Reduce -13.6% 9,886 $1.9M
Candriam S.C.A. 0.01% Reduce -5.2% 9,858 $1.9M
Venturi Wealth Management, LLC 0.09% Reduce -11.4% 9,774 $1.9M
Virtus Investment Advisers, LLC 0.54% New 9,730 $1.9M
Commerce Bank 0.01% Reduce -0.5% 9,729 $1.9M
Vident Advisory, LLC 0.02% Add +3.9% 9,720 $1.9M
CIBC Private Wealth Group LLC 0.00% Add +20.7% 9,666 $1.9M
Intech Investment Management LLC 0.02% Add +52.3% 9,635 $1.9M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.3% 9,462 $1.9M
Great Lakes Advisors, LLC 0.02% Add +1.6% 9,422 $1.8M
CPC Advisors, LLC 0.19% Reduce -27.7% 9,224 $1.8M
Gladstone Institutional Advisory LLC 0.07% Add +21.9% 9,213 $1.8M
Fifth Third Bancorp 0.01% Add +209.2% 9,194 $1.8M
Novare Capital Management LLC 0.14% Reduce -0.5% 9,154 $1.8M
Penserra Capital Management LLC 0.02% Add +34.3% 9,068 $1.8M
Ameritas Investment Partners, Inc. 0.05% Reduce -6.5% 9,031 $1.8M
Caprock Group, LLC 0.04% — 9,299 $1.8M
Speece Thorson Capital Group Inc. 0.35% No change 8,888 $1.7M
Banque Cantonale Vaudoise 0.06% Reduce -41.6% 8,847 $1.7M
Zurich Insurance Group Ltd 0.01% New 8,800 $1.7M
Impact Investors, Inc 1.13% Reduce -1.2% 8,786 $1.7M
Strategic Investment Advisors / MI 0.15% Reduce -3.4% 8,776 $1.7M
QRG Capital Management, Inc. 0.02% Reduce -7.4% 8,751 $1.7M
Albion Financial Group 0.10% Reduce -1.1% 8,742 $1.7M
Mizuho Securities USA LLC 0.03% Add +5.4% 8,958 $1.7M
Raiffeisen Bank International AG 0.02% Add +24.9% 8,537 $1.6M
Knollwood Investment Advisory, LLC 0.15% Reduce -0.8% 8,371 $1.6M
Formidable Asset Management, LLC 0.26% Reduce -12.9% 9,975 $1.6M
Modern Wealth Management, LLC 0.03% Add +13.9% 8,310 $1.6M
Private Advisor Group, LLC 0.01% Add +6.2% 8,311 $1.6M
TD Waterhouse Canada Inc. 0.01% Reduce -0.0% 8,203 $1.6M
Synovus Financial Corp. 0.02% Add +1.1% 8,021 $1.6M
Chase Investment Counsel Corp. 0.46% No change 8,000 $1.6M
Schnieders Capital Management, Llc. 0.25% — 7,996 $1.6M
Assenagon Asset Management S.A. 0.00% Reduce -3.5% 7,676 $1.5M
Weiss Asset Management LP 0.03% Reduce -78.8% 7,630 $1.5M
Quadrant Capital Group LLC 0.05% Add +0.1% 7,558 $1.5M
CreativeOne Wealth, LLC 0.04% Reduce -39.0% 7,495 $1.5M
Accent Capital Management, LLC 0.61% Add +2.5% 7,463 $1.5M
Kentucky Retirement Systems 0.04% Reduce -4.8% 7,435 $1.5M
Ritholtz Wealth Management 0.03% Reduce -14.0% 7,429 $1.5M
Tilia Fiduciary Partners, Inc. 0.83% Reduce -25.2% 7,369 $1.4M
Alamar Capital Management, LLC 0.76% Reduce -1.6% 7,358 $1.4M
Norinchukin Bank, The 0.02% Add +2.2% 7,347 $1.4M
Trivant Custom Portfolio Group, LLC 0.74% Reduce -0.1% 7,329 $1.4M
1834 Investment Advisors Co. 0.18% Reduce -8.6% 7,309 $1.4M
Vestcor Inc 0.04% Reduce -43.0% 7,267 $1.4M
Hartford Investment Management Co. 0.04% Reduce -3.3% 7,194 $1.4M
Round Hill Asset Management 0.92% No change 7,147 $1.4M
DF Dent & Co. Inc. 0.02% New 7,080 $1.4M
Park Avenue Securities LLC 0.01% Add +1.6% 7,059 $1.4M
Ashton Thomas Private Wealth, LLC 0.04% Add +7.8% 6,976 $1.4M
Johnson Investment Counsel Inc. 0.01% Reduce -59.1% 6,890 $1.3M
Metis Global Partners, LLC 0.03% Add +2.5% 6,862 $1.3M
Jones Financial Companies LLLP 0.00% Add +27.9% 6,624 $1.3M
Stance Capital LLC 0.49% New 6,823 $1.3M
Horizon Investments, LLC 0.02% Add +41.3% 6,806 $1.3M
Sanctuary Advisors, LLC 0.01% Reduce -5.5% 6,780 $1.3M
Lido Advisors, LLC 0.01% Add +22.1% 6,753 $1.3M
Perbak Capital Partners LLP 0.23% Add +102.5% 6,743 $1.3M
Inscription Capital, LLC 0.14% Add +66.5% 6,643 $1.3M
Transatlantique Private Wealth LLC 0.42% Reduce -5.7% 6,512 $1.3M
Louisiana State Employees Retirement System 0.02% No change 6,500 $1.3M
Pensionfund Sabic 0.34% No change 6,400 $1.3M
Westmount Partners, LLC 0.32% Add +0.3% 6,306 $1.2M
Oppenheimer & Co. Inc. 0.01% Reduce -5.0% 6,256 $1.2M
Jane Street Group, LLC 0.00% New 6,219 $1.2M
GS Investments, Inc. 0.59% Reduce -4.6% 6,146 $1.2M
Gulf International Bank (UK) Ltd 0.04% Reduce -2.1% 6,073 $1.2M
Brighton Jones LLC 0.03% Reduce -2.0% 6,057 $1.2M
PKO Investment Management Joint-Stock Co 0.10% No change 6,000 $1.2M
Truvestments Capital LLC 0.21% Add +6.7% 5,899 $1.2M
Maryland State Retirement & Pension System 0.02% No change 5,848 $1.1M
Hunter Associates Investment Management LLC 0.16% Reduce -1.4% 5,825 $1.1M
Investment Management Corp of Ontario 0.02% Reduce -45.0% 5,808 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -8.1% 5,807 $1.1M
Ballentine Partners, LLC 0.02% Add +5.2% 5,806 $1.1M
Congress Asset Management Co. 0.01% Add +147.3% 5,783 $1.1M
Entropy Technologies, LP 0.08% Reduce -38.9% 5,693 $1.1M
Gsa Capital Partners LLP 0.09% Add +83.5% 5,686 $1.1M
Rockefeller Capital Management L.P. 0.00% New 5,609 $1.1M
New Mexico Educational Retirement Board 0.03% No change 5,600 $1.1M
Aaron Wealth Advisors LLC 0.07% Add +252.9% 5,594 $1.1M
E. Ohman J:or Asset Management AB 0.03% Add +14.5% 5,536 $1.1M
Bailard, Inc. 0.02% Add +29.7% 5,527 $1.1M
Argyle Capital Partners, LLC 0.77% No change 5,524 $1.1M
Wilmington Savings Fund Society, FSB 0.03% Reduce -31.4% 5,515 $1.1M
GMO 0.00% Add +16.3% 5,511 $1.1M
Archford Capital Strategies, LLC 0.13% Reduce -66.3% 5,402 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -0.4% 5,392 $1.1M
Winnacle Wealth LLC 0.82% New 5,363 $1.1M
Greenleaf Trust 0.01% Reduce -0.9% 5,356 $1.0M
Baird Financial Group, Inc. 0.00% Reduce -15.9% 5,339 $1.0M
&partners 0.01% Reduce -1.6% 5,335 $1.0M
Quadrature Capital Ltd 0.01% New 5,323 $1.0M
AG2R La Mondiale Gestion D'actifs 0.05% No change 6,344 $1.0M
Elevated Capital Advisors, LLC 0.26% Reduce -13.5% 5,246 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +0.1% 5,241 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.7% 5,189 $1.0M
Principal Securities, Inc. 0.02% Add +11.1% 5,093 $995K
Alexander Labrunerie & Co., Inc. 0.37% No change 5,066 $990K
CHICAGO TRUST Co NA 0.14% Add +0.4% 5,061 $989K
Nvwm, LLC 0.22% Reduce -0.8% 5,053 $988K
Graham Capital Management, L.P. 0.05% New 5,050 $987K
HB Wealth Management, LLC 0.01% Add +34.4% 5,048 $987K
Patten & Patten Inc. 0.06% No change 5,040 $985K
Cadence Bank 0.06% No change 5,028 $983K
Exchange Traded Concepts, LLC 0.01% Add +18.6% 5,022 $982K
Thrivent Financial for Lutherans 0.00% Reduce -1.9% 4,967 $971K
Fieldview Capital Management, LLC 0.16% New 4,968 $971K
MWA Asset Management 0.53% Add +0.2% 4,952 $968K
Brevan Howard Capital Management LP 0.01% Reduce -85.9% 4,929 $963K
Signaturefd, LLC 0.01% Add +0.3% 4,712 $921K
Panagora Asset Management Inc. 0.00% Reduce -0.2% 4,699 $918K
Shell Asset Management Co. 0.09% Reduce -70.1% 4,652 $909K
Brown Advisory Inc. 0.00% Reduce -0.1% 4,628 $905K
Polymer Capital Management (US) LLC 0.12% New 4,541 $888K
PKS Advisory Services, LLC 0.21% No change 4,525 $884K
Prospera Financial Services Inc 0.02% Reduce -0.1% 4,517 $883K
Allstate Corp. 0.02% New 4,516 $883K
Retireful, LLC 0.85% Reduce -8.9% 4,493 $878K
Berkeley, Inc 0.28% Reduce -5.9% 4,484 $876K
Waverly Advisors, LLC 0.01% Add +0.7% 4,475 $875K
Merit Financial Group, LLC 0.01% Add +0.0% 4,463 $872K
Ossiam 0.01% Reduce -12.8% 4,437 $867K
Choreo, LLC 0.01% Add +16.0% 4,230 $827K
Qtron Investments LLC 0.10% New 4,190 $819K
McBroom & Associates, LLC 0.39% No change 4,177 $816K
Michels Family Financial, LLC 0.63% Reduce -5.3% 4,159 $813K
Valtrion Capital Management, LLC 0.87% Add +0.8% 4,134 $808K
Engineers Gate Manager LP 0.01% Reduce -89.1% 4,123 $806K
Plato Investment Management Ltd 0.05% Add +3.0% 4,154 $806K
Sowell Financial Services LLC 0.03% Reduce -6.8% 4,117 $805K
Evergreen Capital Management LLC 0.02% Reduce -1.8% 4,089 $799K
Curat Global, LLC 0.74% Reduce -20.0% 4,000 $791K
Burton Enright Welch 0.12% Add +0.1% 4,044 $790K
Bridgewater Associates 0.00% New 4,039 $789K
NORTHSTAR ASSET MANAGEMENT Co 0.17% No change 4,000 $782K
Arax Advisory Partners 0.01% Add +931.3% 3,991 $780K
Resonant Capital Advisors, LLC 0.04% Reduce -0.5% 3,937 $769K
Burney Co./ 0.02% No change 3,925 $767K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 3,920 $766K
Guggenheim Capital LLC 0.01% Reduce -7.3% 3,850 $752K
Motley Fool Asset Management LLC 0.03% Add +22.5% 3,843 $751K
Keybank National Association 0.00% Reduce -12.5% 3,821 $747K
Farther Finance Advisors, LLC 0.01% Reduce -2.7% 3,805 $744K
Center For Asset Management LLC 0.40% Reduce -0.3% 3,804 $744K
AMG National Trust Bank 0.02% No change 3,800 $743K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -6.4% 3,782 $739K
Empirical Finance, LLC 0.04% Add +1.8% 3,764 $736K
Brookstone Capital Management 0.01% New 3,758 $735K
Cwm, LLC 0.00% Add +13.4% 3,751 $733K
Syon Capital LLC 0.04% Add +17.4% 3,691 $721K
Drucker Wealth 3.0, LLC 0.13% New 3,677 $719K
Group One Trading LLC 0.02% Reduce -15.8% 3,667 $717K
Aries Wealth Management 0.17% No change 3,660 $715K
Vaughan David Investments LLC 0.02% No change 3,600 $704K
Baker Avenue Asset Management, LP 0.02% Add +18.0% 3,598 $703K
Empirical Asset Management, LLC 0.20% Reduce -1.6% 3,598 $703K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -14.9% 3,582 $700K
Naples Global Advisors, LLC 0.05% Reduce -4.4% 3,578 $699K
Daiichi Life Insurance Co., Ltd. 0.02% No change 3,578 $699K
CENTRAL TRUST Co 0.01% No change 3,559 $696K
Arjuna Capital 0.17% Reduce -77.1% 3,507 $685K
GAMMA Investing LLC 0.04% Add +16.1% 3,505 $685K
Brown Brothers Harriman & Co. 0.00% Add +8.2% 3,502 $684K
Wendell David Associates Inc. 0.07% No change 3,500 $684K
Praxis Investment Management Inc. 0.04% No change 3,500 $684K
CI Investments Inc. 0.00% Reduce -0.7% 3,496 $683K
GC Wealth Management RIA, LLC 0.02% New 3,457 $676K
Absher Wealth Management, LLC 0.08% Reduce -2.6% 3,415 $667K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.6% 3,366 $658K
Buttonwood Financial Advisors Inc. 0.23% Reduce -1.5% 3,357 $656K
Chicago Partners Investment Group LLC 0.02% Add +99.8% 3,283 $655K
DGS Capital Management, LLC 0.12% Reduce -2.9% 3,341 $653K
Mufg Securities Americas Inc. 0.04% Add +21.7% 3,317 $648K
Squarepoint Ops LLC 0.00% Reduce -23.8% 3,281 $641K
Nomura Holdings Inc. 0.00% New 3,239 $633K
Wahed Invest LLC 0.09% Add +0.6% 3,238 $633K
CX Institutional 0.02% New 3,200 $625K
Seven Mile Advisory 0.10% Add +15.9% 3,195 $624K
Checchi Capital Advisers, LLC 0.04% Reduce -1.9% 3,154 $616K
Campbell & CO Investment Adviser LLC 0.05% Add +6.1% 3,129 $612K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -6.0% 3,117 $609K
Ignite Planners, LLC 0.10% No change 3,094 $605K
Atria Investments, Inc 0.01% Add +118.3% 3,067 $599K
Parallel Advisors, LLC 0.01% Add +0.9% 3,044 $595K
Optimize Financial Inc. 0.30% New 2,949 $576K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% Reduce -27.5% 2,900 $567K
Walleye Capital LLC 0.01% Reduce -97.1% 2,897 $566K
Kingsview Wealth Management, LLC 0.01% Reduce -7.8% 2,897 $566K
WINTON GROUP Ltd 0.02% New 2,868 $561K
STRS Ohio 0.00% Reduce -68.2% 2,832 $554K
Diversify Advisory Services, LLC 0.02% Add +3.7% 2,827 $544K
Larson Financial Group LLC 0.02% Add +18.8% 2,777 $543K
Syverson Strege & Co 0.13% Add +1.8% 2,754 $538K
Portside Wealth Group, LLC 0.07% Add +1.9% 2,746 $537K
PFG Investments, LLC 0.03% Add +0.3% 2,737 $535K
Cullinan Associates Inc. 0.03% No change 2,700 $528K
Jeppson Wealth Management, LLC 0.17% No change 2,683 $524K
Wealthfront Advisers LLC 0.00% Add +22.4% 2,675 $523K
Benchmark Financial Wealth Advisors, LLC 0.16% Reduce -4.7% 2,670 $522K
Advisor OS, LLC 0.04% Add +7.3% 2,664 $521K
Benjamin Edwards Inc. 0.01% Add +0.7% 2,644 $517K
Cynosure Group, LLC 0.06% No change 2,628 $514K
OneDigital Investment Advisors LLC 0.01% Reduce -2.6% 2,626 $513K
First Citizens Bank & Trust Co. 0.01% Reduce -76.1% 2,596 $507K
Mgo One Seven LLC 0.01% New 2,544 $497K
Lombard Odier Asset Management (USA) Corp 0.13% Add +50.0% 2,542 $497K
Fifth Third Wealth Advisors LLC 0.02% Add +0.2% 2,526 $494K
Norden Group LLC 0.05% Add +79.1% 2,508 $490K
Vise Technologies, Inc. 0.02% Reduce -28.6% 2,507 $490K
Whalen Wealth Management Inc. 0.29% Reduce -9.9% 2,507 $490K
Renasant Bank 0.31% Reduce -5.3% 2,503 $489K
GM Advisory Group, LLC 0.02% No change 2,500 $489K
Florida Financial Advisors, LLC 0.15% Reduce -11.8% 2,476 $484K
JLB & Associates Inc. 0.06% New 2,466 $482K
Jain Global LLC 0.01% Reduce -52.9% 2,452 $479K
Basepoint Wealth LLC 0.34% Reduce -29.2% 2,449 $479K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -5.6% 2,449 $479K
Alpha Omega Wealth Management LLC 0.08% Reduce -0.4% 2,440 $477K
HUB Investment Partners, LLC 0.02% New 2,436 $476K
Archer Investment Corp 0.11% Add +2.7% 2,435 $476K
Applied Finance Capital Management, LLC 0.03% New 2,429 $475K
GHP Investment Advisors, Inc. 0.02% Reduce -8.3% 2,417 $472K
Canada Post Corp Registered Pension Plan 0.02% Add +18.6% 2,420 $465K
MUFG Securities EMEA plc 0.01% Add +548.5% 2,354 $460K
Creekside Partners 0.20% Reduce -17.8% 2,352 $460K
J.W. Cole Advisors, Inc. 0.01% Add +23.4% 2,344 $458K
Scotia Capital Inc. 0.00% Reduce -16.4% 2,336 $457K
Wedmont Private Capital 0.02% Add +0.9% 2,415 $457K
Private Trust Co. NA 0.04% Reduce -0.4% 2,334 $456K
RFG Advisory, LLC 0.01% Add +4.0% 2,321 $454K
Alps Advisors Inc. 0.00% Add +8.9% 2,315 $452K
Grant Private Wealth Management Inc 0.28% New 2,312 $452K
Manske Wealth Management 0.14% No change 2,304 $450K
Princeton Global Asset Management LLC 0.07% No change 2,300 $450K
Ascent Group, LLC 0.02% Add +8.9% 2,270 $444K
Aptus Capital Advisors, LLC 0.00% Add +1.8% 2,269 $443K
Dark Forest Capital Management LP 0.02% New 2,242 $438K
Proficio Capital Partners LLC 0.03% Reduce -21.6% 2,221 $434K
Rebalance, LLC 0.03% No change 2,180 $426K
Callan Family Office, LLC 0.01% Add +6.2% 2,179 $426K
GeoWealth Management, LLC 0.02% Add +5.5% 2,175 $425K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.4% 2,174 $425K
Kimelman & Baird, LLC 0.03% No change 2,144 $419K
Smartleaf Asset Management LLC 0.03% Add +75.5% 2,150 $413K
Canopy Partners, LLC 0.14% Add +8.0% 2,103 $411K
Townsquare Capital LLC 0.06% Reduce -15.7% 2,088 $408K
Confluence Wealth Services, Inc. 0.02% No change 2,086 $408K
Kestra Private Wealth Services, LLC 0.01% Add +0.1% 2,066 $404K
Whittier Trust Co. of Nevada Inc. 0.01% Add +29.9% 2,024 $404K
Qsemble Capital Management, LP 0.04% New 2,064 $403K
Baader Bank Aktiengesellschaft 0.03% New 2,086 $402K
DRW Securities, LLC 0.02% New 2,086 $402K
FourThought Financial Partners, LLC 0.04% Add +31.3% 2,048 $400K
Profund Advisors LLC 0.01% Reduce -11.4% 2,043 $399K
King Luther Capital Management Corp. 0.00% Reduce -5.1% 2,042 $399K
Whipplewood Advisors, LLC 0.26% Reduce -1.0% 2,000 $391K
Tableaux LLC 0.16% New 2,000 $391K
Indiana Trust & Investment Management Co 0.12% No change 2,000 $391K
Gateway Wealth Partners, LLC 0.05% No change 2,000 $391K
RBF Capital, LLC 0.02% No change 2,000 $391K
Saxon Interests, Inc. 0.15% Reduce -14.2% 2,067 $389K
Sigma Planning Corp 0.01% Add +0.3% 1,987 $388K
BAM Wealth Management, LLC 0.30% — 1,982 $387K
Sapient Capital LLC 0.01% Reduce -0.2% 2,014 $387K
Klingman & Associates, LLC 0.02% Add +0.5% 1,973 $386K
Smithbridge Asset Management Inc. 0.06% Reduce -1.0% 1,973 $386K
Versant Capital Management, Inc 0.05% Add +3.3% 1,936 $378K
Caisse Des Depots Et Consignations 0.02% Reduce -74.6% 1,927 $377K
American Money Management, LLC 0.06% Reduce -1.7% 1,922 $376K
NorthRock Partners, LLC 0.01% Add +1.2% 1,920 $375K
Abacus Planning Group, Inc. 0.05% No change 1,918 $375K
Voleon Capital Management LP 0.01% New 1,917 $375K
Sovran Advisors, LLC 0.03% Reduce -29.8% 1,874 $372K
Plimoth Trust Co. LLC 0.08% Reduce -12.2% 1,900 $371K
First Manhattan Co. Llc. 0.00% New 1,900 $371K
Private Wealth Asset Management, LLC 0.04% Reduce -3.8% 1,890 $369K
Astoria Portfolio Advisors LLC. 0.10% Reduce -33.8% 1,930 $369K
J. Team Financial, Inc. 0.37% — 1,879 $367K
Kera Capital Partners, Inc. 0.06% Add +3.6% 1,879 $367K
High Note Wealth, LLC 0.07% Reduce -0.1% 1,871 $366K
World Investment Advisors 0.01% Add +1.0% 1,866 $365K
M.E. Allison & Co., Inc. 0.25% Reduce -17.7% 1,857 $363K
Geneos Wealth Management Inc. 0.01% Reduce -5.3% 1,833 $358K
Citizens Financial Group Inc. 0.00% Add +10.8% 1,827 $357K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -15.4% 1,823 $356K
Machina Capital S.A.S. 0.06% New 1,820 $356K
Farringdon Capital, Ltd. 0.09% New 1,814 $355K
Gallacher Capital Management LLC 0.14% Reduce -70.1% 1,813 $354K
Tiemann Investment Advisors, LLC 0.14% No change 1,810 $354K
Paulson Wealth Management Inc. 0.08% No change 1,802 $352K
Csenge Advisory Group 0.02% Reduce -40.1% 1,789 $350K
Northwestern Mutual Wealth Management Co. 0.00% Add +29.3% 1,746 $341K
Tiaa Trust, National Association 0.00% Reduce -5.2% 1,737 $339K
Procyon Advisors, LLC 0.02% Add +24.0% 1,729 $338K
Regions Financial Corp. 0.00% Reduce -7.6% 1,713 $335K
Forum Financial Management, LP 0.00% Reduce -7.8% 1,712 $335K
Paradigm Asset Management Co. LLC 0.08% No change 1,700 $332K
Siemens Fonds Invest GmbH 0.02% No change 1,692 $331K
Tema ETFs LLC 0.03% New 1,667 $326K
Investment Partners Asset Management, Inc. 0.21% Reduce -3.8% 1,662 $325K
Quantitative Investment Management, LLC 0.05% Reduce -27.1% 1,658 $324K
D.A. Davidson & Co. 0.00% Reduce -17.6% 1,640 $321K
Compound Planning, Inc. 0.01% Add +2.8% 1,636 $320K
BayBridge Capital Group, LLC 0.20% No change 1,602 $313K
HighPoint Advisor Group LLC 0.01% Add +6.4% 1,586 $310K
Catalina Capital Group, LLC 0.19% No change 1,585 $310K
First Bank & Trust 0.05% Add +6.6% 1,581 $309K
Hantz Financial Services, Inc. 0.00% Reduce -0.2% 1,570 $307K
Robeco Schweiz AG 0.01% Add +9.2% 1,546 $302K
SkyOak Wealth, LLC 0.06% Add +9.6% 1,520 $297K
Pflug Koory, LLC 0.14% Reduce -1.3% 1,514 $296K
Covenant Asset Management, LLC 0.06% No change 1,505 $294K
Quantum Financial Advisors, LLC 0.04% No change 1,502 $294K
First Interstate Bank 0.02% No change 1,500 $293K
Cahaba Wealth Management, Inc. 0.02% No change 1,492 $292K
Bridgefront Capital, LLC 0.09% New 1,490 $291K
United Capital Financial Advisors, LLC 0.00% Reduce -0.5% 1,484 $290K
Certuity, LLC 0.02% New 1,470 $287K
Patton Fund Management, Inc. 0.05% No change 1,456 $285K
Linden Thomas Advisory Services, LLC 0.03% Reduce -1.1% 1,451 $284K
Clark Asset Management, LLC 0.03% No change 1,444 $282K
First Western Trust Bank 0.01% No change 1,444 $282K
Pinnacle Bancorp, Inc. 0.08% No change 1,440 $281K
Summit Wealth Group LLC / Co. 0.03% New 1,804 $280K
Sheridan Capital Management, LLC 0.15% Reduce -0.1% 1,410 $276K
Trust Asset Management LLC 0.02% No change 1,405 $275K
Plan Group Financial, LLC 0.07% Reduce -1.6% 1,400 $274K
Kathmere Capital Management, LLC 0.02% New 1,400 $274K
Claret Asset Management Corp 0.03% Reduce -1.4% 1,396 $273K
Ehrlich Financial Group 0.16% No change 1,396 $273K
Savvy Advisors, Inc. 0.01% Reduce -3.8% 1,379 $270K
Bridgewater Advisors Inc. 0.02% Add +8.4% 1,397 $268K
Community Bank & Trust, Waco, Texas 0.06% No change 1,370 $268K
Spire Wealth Management 0.01% Add +65.2% 1,371 $268K
Global Retirement Partners, LLC 0.01% Reduce -7.9% 1,352 $264K
Moseley Investment Management Inc. 0.08% Reduce -2.3% 1,347 $263K
Bessemer Group Inc. 0.00% Add +15.2% 1,341 $263K
Kingswood Wealth Advisors, LLC 0.02% Reduce -6.8% 1,341 $262K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.1% 1,339 $262K
Harbour Investments, Inc. 0.01% Reduce -3.4% 1,326 $259K
3Chopt Investment Partners, LLC 0.06% Reduce -40.3% 1,324 $259K
Edmp, Inc. 0.20% No change 1,322 $258K
Rossby Financial, LCC 0.09% Reduce -5.2% 1,322 $258K
Pinnacle Associates Ltd. 0.00% Add +1.1% 1,315 $257K
Signature Estate & Investment Advisors LLC 0.01% Add +0.1% 1,314 $257K
Optas, LLC 0.04% Add +3.5% 1,311 $256K
Bryn Mawr Trust Advisors, LLC 0.01% New 1,310 $256K
MASTERINVEST Kapitalanlage GmbH 0.02% New 1,307 $255K
Badgley Phelps Wealth Managers, LLC 0.01% No change 1,304 $255K
Marex Group Ltd 0.00% New 1,303 $255K
Equitable Holdings, Inc. 0.00% New 1,303 $255K
Ieq Capital, LLC 0.00% Reduce -62.5% 1,302 $255K
Texas Capital Bank Wealth Management Services Inc 0.02% New 1,302 $254K
Valeo Financial Advisors, LLC 0.01% New 1,296 $253K
Stratos Wealth Partners, LTD. 0.00% Add +5.0% 1,293 $253K
Ferguson Wellman Capital Management, Inc. 0.00% No change 1,285 $251K
Intrust Bank NA 0.02% Reduce -1.7% 1,277 $250K
Mutual Advisors, LLC 0.01% Add +2.8% 1,325 $249K
Cullen Investment Group, LTD. 0.03% Add +0.2% 1,246 $249K
FORA Capital, LLC 0.04% Reduce -82.4% 1,271 $248K
Trajan Wealth LLC 0.01% Reduce -14.1% 1,264 $247K
Blue Trust, Inc. 0.00% Reduce -2.3% 1,253 $245K
Christensen, King & Associates Investment Services, Inc. 0.10% No change 1,240 $242K
Tower Research Capital LLC (TRC) 0.01% Add +18.6% 1,235 $241K
Diversified Trust Co. 0.00% Reduce -62.9% 1,232 $241K
Evercore Wealth Management, LLC 0.00% Reduce -2.1% 1,230 $240K
Phillips Wealth Planners LLC 0.20% Add +1.0% 1,219 $239K
Maridea Wealth Management LLC 0.04% Reduce -54.0% 1,252 $238K
Beacon Bank & Trust 0.05% New 1,200 $235K
Fort Sheridan Advisors LLC 0.03% New 1,200 $235K
Spinnaker Trust 0.01% New 1,200 $235K
Money Concepts Capital Corp. 0.01% New 1,199 $234K
Apollon Wealth Management, LLC 0.00% New 1,191 $233K
Moneco Advisors, LLC 0.02% New 1,182 $231K
Huntington National Bank 0.00% Add +10.0% 1,163 $227K
Whittier Trust Co. 0.00% Add +9.0% 1,135 $226K
Cigna Investments Inc. 0.03% New 1,154 $225K
Goodman Advisory Group, LLC 0.06% Reduce -20.9% 1,148 $224K
Consolidated Capital Management, LLC 0.08% New 1,140 $223K
Journey Strategic Wealth LLC 0.01% Reduce -7.8% 1,138 $223K
Ostrum Asset Management 0.01% Reduce -3.1% 1,138 $222K
Strategic Blueprint, LLC 0.01% New 1,126 $220K
Focus Financial Network, Inc. 0.01% New 1,126 $220K
Algert Global LLC 0.00% Reduce -91.8% 1,120 $219K
MainStreet Investment Advisors LLC 0.03% Reduce -23.8% 1,118 $219K
Paragon Capital Management Ltd 0.04% New 1,114 $218K
MOKAN Wealth Management Inc. 0.11% New 1,113 $217K
TFB Advisors LLC 0.06% Reduce -27.7% 1,135 $217K
LGL Partners, LLC 0.09% No change 1,106 $216K
Copeland Capital Management, LLC 0.00% Add +0.5% 1,104 $216K
HBK Sorce Advisory LLC 0.01% New 1,120 $213K
Valley National Advisers Inc. 0.03% Reduce -2.9% 1,085 $212K
Diversify Wealth Management, LLC 0.01% Reduce -0.5% 1,100 $212K
Kestra Investment Management, LLC 0.01% Reduce -78.4% 1,078 $211K
Cottage Street Advisors LLC 0.09% New 1,072 $210K
Crestwood Advisors Group, LLC 0.00% New 1,070 $209K
Leavell Investment Management, Inc. 0.01% New 1,066 $208K
Second Line Capital, LLC 0.04% New 1,057 $207K
Silvercrest Asset Management Group LLC 0.00% New 1,050 $205K
Global X Japan Co., Ltd. 0.02% Add +5384.2% 1,042 $204K
Planned Solutions, Inc. 0.07% New 1,040 $203K
Providence Wealth Advisors, LLC 0.13% No change 1,010 $202K
AlphaQuest LLC 0.01% Reduce -18.9% 1,023 $200K
Richardson Capital Management LLC 0.09% New 1,000 $195K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -23.1% 1,000 $195K
IFP Advisors, Inc 0.00% Reduce -35.5% 968 $189K
Virtus Advisers, LLC 0.11% Reduce -14.2% 961 $188K
Advisory Services Network, LLC 0.00% Reduce -75.6% 872 $170K
Johnson Financial Group, Inc. 0.01% Add +0.5% 852 $167K
Activest Wealth Management 0.03% Add +4.5% 836 $163K
Capital Advisors, Ltd. LLC 0.02% No change 817 $160K
Colonial Trust Co / SC 0.02% No change 770 $151K
Allworth Financial LP 0.00% Add +10.0% 746 $146K
Cullen/Frost Bankers, Inc. 0.00% Reduce -36.1% 726 $142K
State of Wyoming 0.02% Reduce -39.4% 705 $138K
DT Investment Partners, LLC 0.01% No change 694 $136K
Quent Capital, LLC 0.01% New 684 $134K
Ofi Invest Asset Management 0.00% Add +22.1% 796 $132K
Covestor Ltd 0.07% Reduce -8.7% 665 $130K
Transamerica Financial Advisors, LLC 0.01% Add +0.6% 648 $126K
Anchor Investment Management, LLC 0.01% No change 635 $124K
Harbor Investment Advisory, LLC 0.01% Add +3.4% 613 $120K
Evermay Wealth Management LLC 0.01% No change 600 $117K
Plante Moran Financial Advisors, LLC 0.01% No change 594 $116K
EverSource Wealth Advisors, LLC 0.00% Add +2.0% 572 $112K
Rosenberg Matthew Hamilton 0.02% Add +42.5% 563 $110K
Brown, Lisle/Cummings, Inc. 0.03% No change 560 $109K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -24.7% 555 $108K
Oakworth Capital, Inc. 0.01% New 530 $104K
Westfuller Advisors, LLC 0.05% New 515 $101K
UMB Bank, n.a. 0.00% Add +3.3% 509 $99K
Leonteq Securities AG 0.01% Reduce -7.8% 484 $95K
Hemington Wealth Management 0.01% Add +3.2% 482 $94K
Asset Dedication, LLC 0.01% No change 468 $91K
ORG Partners LLC 0.02% Add +52.2% 455 $89K
Caitlin John, LLC 0.06% New 436 $85K
AdvisorNet Financial, Inc 0.00% Add +1.2% 414 $81K
Bogart Wealth, LLC 0.00% Add +0.7% 412 $81K
Wealthspire Advisors, LLC 0.00% New 400 $78K
Richardson Financial Services Inc. 0.04% Add +25.0% 355 $69K
Cromwell Holdings LLC 0.04% Add +9.7% 341 $67K
SBI Securities Co., Ltd. 0.00% Reduce -2.6% 331 $65K
Salem Investment Counselors Inc. 0.00% Add +306.3% 325 $64K
CYBER HORNET ETFs LLC 0.04% Add +3.9% 322 $63K
Ameriflex Group, Inc. 0.02% Add +1061.5% 302 $59K
Painted Porch Advisors LLC 0.02% No change 281 $55K
Clearstead Trust, LLC 0.01% Add +0.4% 271 $53K
Sentry Investment Management LLC 0.03% Add +25.1% 274 $52K
Capital Analysts, LLC 0.00% No change 265 $52K
Bell Investment Advisors, Inc 0.01% Reduce -4.4% 259 $51K
Zions Bancorporation, National Association 0.00% Add +760.0% 258 $50K
Rise Advisors, LLC 0.02% Add +1.6% 256 $50K
SJS Investment Consulting Inc. 0.01% Add +1236.8% 254 $50K
Centennial Bank 0.02% Reduce -89.0% 254 $50K
Root Financial Partners, LLC 0.00% New 245 $48K
Parkside Financial Bank & Trust 0.00% Add +57.2% 228 $45K
Cary Street Partners Investment Advisory LLC 0.02% Add +66.7% 220 $43K
Summit Securities Group LLC 0.01% Add +159.8% 213 $42K
NFSG Corp 0.01% No change 205 $40K
Strategic Wealth Partners, Ltd. 0.00% Add +32.9% 202 $39K
Bartlett & Co. Wealth Management LLC 0.00% Add +6.9% 201 $39K
Sittner & Nelson, LLC 0.01% No change 200 $39K
Costello Asset Management, INC 0.01% No change 200 $39K
HM Payson & Co. 0.00% No change 200 $39K
Clean Yield Group 0.01% No change 192 $38K
Kozak & Associates, Inc. 0.01% No change 202 $37K
Vermillion & White Wealth Management Group, LLC 0.02% No change 180 $35K
Smithfield Trust Co 0.00% No change 160 $31K
Front Row Advisors LLC 0.01% Reduce -40.0% 150 $29K
Red Tortoise LLC 0.01% No change 144 $28K
True Wealth Design, LLC 0.01% Add +111.8% 144 $28K
Groupe la Francaise 0.00% Reduce -78.3% 137 $27K
University of Texas/Texas Am Investment Management Co. 0.00% New 131 $26K
Evolution Advisers, Inc. 0.01% No change 132 $25K
Foster Dykema Cabot & Partners, LLC 0.00% No change 122 $24K
Park Square Financial Group, LLC 0.09% Reduce -70.3% 110 $22K
Medallion Wealth Advisors, LLC 0.01% No change 110 $22K
Golden State Wealth Management, LLC 0.00% No change 110 $22K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 110 $21K
Manchester Capital Management LLC 0.00% Add +1.9% 108 $21K
Atwood & Palmer Inc. 0.00% No change 108 $21K
JFS Wealth Advisors, LLC 0.00% No change 103 $20K
CVA Family Office, LLC 0.00% Add +2.0% 101 $20K
Citizens National Bank Trust Department 0.00% No change 100 $20K
Strive Asset Management, LLC 0.01% New 98 $19K
Atlantic Union Bankshares Corp 0.00% No change 97 $19K
Private Wealth Management Group, LLC 0.00% No change 90 $18K
CoreCap Advisors, LLC 0.00% Add +12.8% 88 $17K
Tidemark, LLC 0.00% No change 84 $16K
Westside Investment Management, Inc. 0.00% No change 84 $16K
MCF Advisors LLC 0.00% No change 84 $16K
GW&K Investment Management, LLC 0.00% Add +7.7% 84 $16K
SouthState Bank Corp 0.00% Reduce -11.2% 79 $15K
Fortitude Family Office, LLC 0.00% No change 78 $15K
Contravisory Investment Management, Inc. 0.00% No change 78 $15K
Farmers & Merchants Investments Inc. 0.00% No change 78 $15K
WealthCollab, LLC 0.01% No change 74 $14K
Steigerwald, Gordon & Koch Inc. 0.00% New 74 $14K
Barnes Dennig Private Wealth Management LLC 0.01% No change 71 $14K
Meeder Asset Management Inc. 0.00% Reduce -97.9% 70 $14K
Ancora Advisors LLC 0.00% No change 70 $14K
GPS Wealth Strategies Group, LLC 0.00% No change 69 $13K
Abound Wealth Management 0.00% No change 66 $13K
TD Private Client Wealth LLC 0.00% Add +21.6% 62 $12K
Key Financial Inc 0.00% No change 62 $12K
Financial Management Professionals, Inc. 0.00% No change 60 $12K
Salomon & Ludwin, LLC 0.00% New 58 $12K
Cornerstone Planning Group LLC 0.00% Add +2300.0% 504 $11K
Itau Unibanco Holding S.A. 0.00% Reduce -3.5% 55 $11K
Valued Wealth Advisors LLC 0.00% Add +4.0% 52 $10K
South Plains Financial, Inc. 0.01% No change 52 $10K
Millstone Evans Group, LLC 0.01% New 51 $10K
Sachetta, LLC 0.00% No change 51 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 46 $9K
Mather Group, Llc. 0.00% New 45 $9K
JPL Wealth Management, LLC 0.00% New 44 $9K
Grove Bank & Trust 0.00% No change 44 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +14.3% 40 $8K
Darwin Wealth Management, LLC 0.00% No change 36 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 34 $6K
Rothschild Investment LLC 0.00% No change 31 $6K
Avion Wealth 0.00% Add +30.8% 34 $6K
Hilltop National Bank 0.00% No change 30 $6K
Dunhill Financial, LLC 0.00% No change 29 $6K
Elevation Wealth Partners, LLC 0.00% New 29 $6K
Webster Bank, N. A. 0.00% No change 28 $5K
Howard Hughes Medical Institute 0.00% No change 26 $5K
Addison Advisors LLC 0.00% Add +91.7% 23 $4K
Altshuler Shaham Ltd 0.00% Reduce -15.4% 22 $4K
Bruce G. Allen Investments, LLC 0.00% No change 20 $4K
Retirement Wealth Solutions LLC 0.00% New 20 $4K
Operose Advisors LLC 0.00% No change 20 $4K
Toth Financial Advisory Corp. 0.00% No change 20 $4K
MV Capital Management, Inc. 0.00% No change 20 $4K
Rialto Wealth Management, LLC 0.00% Add +5.9% 18 $4K
Quaker Wealth Management, LLC 0.00% No change 16 $3K
Rakuten Securities, Inc. 0.00% New 16 $3K
T. Rowe Price Investment Management, Inc. 0.00% New 12 $3K
Kilter Group LLC 0.00% Add +55.6% 14 $3K
Financial Life Planners 0.00% New 13 $3K
Marquette Asset Management, LLC 0.00% New 13 $3K
Heartwood Wealth Advisors LLC 0.00% New 12 $2K
Winthrop Capital Management, LLC 0.00% No change 8 $2K
Pacific Center for Financial Services 0.00% No change 10 $2K
CGC Financial Services, LLC 0.00% No change 10 $2K
Physician Wealth Advisors, Inc. 0.00% Add +66.7% 10 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +12.5% 9 $2K
Tortoise Investment Management, LLC 0.00% Add +50.0% 9 $2K
Cape Investment Advisory, Inc. 0.00% New 8 $2K
Legacy Wealth Managment, LLC 0.00% No change 8 $2K
Avalon Trust Co 0.00% New 8 $2K
Ameritas Advisory Services, LLC 0.00% Reduce -98.2% 8 $2K
TFC Financial Management, Inc. 0.00% No change 7 $1K
HFM Investment Advisors, LLC 0.00% Add +16.7% 7 $1K
Raffa Wealth Management, LLC 0.00% Add +133.3% 7 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6 $1K
Cloud Capital Management, LLC 0.00% New 8 $1K
Seneschal Advisors, LLC 0.00% New 4 $782
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 4 $782
Aventura Private Wealth, LLC 0.00% No change 4 $782
Bare Financial Services, Inc 0.00% No change 4 $782
Hughes Financial Services, LLC 0.00% No change 4 $779
Principia Wealth Advisory, LLC 0.00% No change 3 $586
Aspect Partners, LLC 0.00% No change 3 $586
DecisionPoint Financial, LLC 0.00% No change 3 $586
WestEnd Advisors, LLC 0.00% No change 3 $586
Northwest Capital Management Inc 0.00% No change 2 $418
American Capital Advisory, LLC 0.00% No change 2 $391
Wealth Watch Advisors, INC 0.00% New 2 $391
Palisade Asset Management, LLC 0.00% New 2 $391
Hurley Capital, LLC 0.00% New 1 $195
Davis Capital Management 0.00% — 1 $195
New Millennium Group LLC 0.00% New 1 $195

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