Williams-SonomaWSM

13F holders, Q4 2025 (December 31)
947holders +5
67new positions
95sold out
9famous investors
$178.67avg. 13F price*

At the end of Q4 2025, 947 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings, up 5 from Q3 2025. 67 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($2.1B) and Aristotle Capital Management, LLC ($1.6B). 9 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Williams-Sonoma Inc.
Sector
Consumer Discretionary
CUSIP
969904101
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions67$135.1M
Exits95$154.9M

All 13F filers, Q3 2025 → Q4 2025: 5,003,440 shares bought and 5,886,265 shares sold, net −882,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 947 holders

Vanguard Group Inc. 0.04% Reduce -2.8% 15,172,744 $2.7B
BlackRock, Inc. 0.04% Add +1.2% 11,865,615 $2.1B
Aristotle Capital Management, LLC 3.26% Reduce -0.1% 9,131,439 $1.6B
Blackhill Capital Inc. 70.65% Reduce -0.2% 7,689,036 $1.4B
State Street Corp. 0.04% Reduce -1.8% 6,027,973 $1.1B
FMR LLC 0.04% Reduce -0.5% 3,917,055 $699.5M
Geode Capital Management, LLC 0.04% Reduce -1.6% 3,497,235 $622.4M
First Trust Advisors LP 0.32% Add +7.5% 2,440,452 $435.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +7.3% 1,919,466 $342.8M
Norges Bank 0.03% — 1,774,569 $316.9M
Northern Trust Corp. 0.04% Reduce -4.5% 1,667,605 $297.8M
Invesco Ltd. 0.03% Add +5.5% 1,661,365 $296.7M
Dimensional Fund Advisors LP 0.05% Reduce -0.4% 1,458,178 $260.4M
D. E. Shaw & Co. 0.20% Reduce -25.1% 1,401,257 $250.3M
Boston Partners 0.24% Reduce -1.7% 1,282,277 $228.5M
Nuveen, LLC 0.05% Add +10.5% 1,123,345 $200.6M
Victory Capital Management Inc. 0.11% Add +86.0% 1,117,119 $199.5M
Voya Investment Management LLC 0.22% Add +26.4% 1,088,655 $194.0M
Morgan Stanley 0.01% Reduce -4.9% 1,074,827 $192.0M
Principal Financial Group Inc. 0.09% Add +1.7% 1,014,643 $181.2M
Leonard Green & Partners, L.P. 6.95% No change 1,000,000 $178.6M
Nordea Investment Management AB 0.15% Add +10.2% 972,810 $174.5M
Goldman Sachs Group Inc. 0.02% Reduce -6.3% 881,733 $157.5M
Captrust Financial Advisors 0.30% Add +3.2% 874,376 $156.2M
Bank of New York Mellon Corp 0.03% Reduce -1.4% 852,234 $152.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.3% 765,718 $136.7M
UBS Group AG 0.02% Reduce -37.1% 688,644 $123.0M
Legal & General Group Plc 0.03% Reduce -8.4% 687,656 $122.8M
Wellington Management Group LLP 0.02% Add +29.6% 619,798 $110.7M
Deutsche Bank AG 0.04% Reduce -1.0% 615,788 $110.0M
Renaissance Technologies 0.17% Reduce -12.3% 600,700 $107.3M
Jacobs Levy Equity Management, Inc. 0.41% Add +9.0% 593,266 $106.0M
Caisse de depot et placement du Quebec 0.18% Reduce -0.9% 588,632 $105.1M
Amundi 0.03% Add +8.3% 565,606 $101.0M
Bank of America Corp. 0.01% Add +50.9% 546,612 $97.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +57.3% 521,014 $93.1M
JPMorgan Chase & Co. 0.01% Reduce -60.6% 480,739 $85.9M
Assetmark, Inc. 0.17% Add +2.1% 456,165 $81.5M
Truist Financial Corp. 0.11% Add +8.8% 446,708 $79.8M
Robeco Institutional Asset Management B.V. 0.11% Reduce -3.0% 435,714 $77.8M
American Century Companies Inc. 0.04% Add +2.4% 434,279 $77.6M
Citadel Advisors 0.05% Add +64.5% 417,896 $74.6M
Envestnet Asset Management Inc. 0.02% Add +3.1% 399,233 $71.3M
National Pension Service 0.05% Add +7.6% 385,107 $68.8M
Pacer Advisors, Inc. 0.17% Add +1297.5% 362,420 $64.7M
Quantinno Capital Management LP 0.12% Add +60.5% 346,092 $61.8M
Clark Capital Management Group, Inc. 0.38% Add +0.7% 342,183 $61.1M
Swiss National Bank 0.04% Reduce -5.8% 333,800 $59.6M
Wells Fargo & Company 0.01% Add +6.9% 307,769 $55.0M
Vest Financial, LLC 0.68% Add +6.8% 301,845 $53.9M
BNP Paribas Financial Markets 0.03% Add +23.8% 294,598 $52.6M
Schroder Investment Management Group 0.04% Add +3.7% 280,122 $50.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -4.6% 279,918 $50.0M
Boston Trust Walden Corp 0.37% Reduce -15.4% 277,385 $49.5M
Raymond James Financial Inc. 0.01% Reduce -7.6% 267,693 $48.0M
HSBC Holdings PLC 0.03% Reduce -5.8% 267,218 $47.8M
Barclays PLC 0.02% Reduce -14.5% 265,924 $47.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +2.2% 249,429 $46.9M
KBC Group NV 0.11% Add +0.2% 261,536 $46.7M
Advisors Capital Management, LLC 0.53% Add +1.7% 248,481 $44.4M
Alyeska Investment Group, L.P. 0.12% Reduce -37.2% 246,370 $44.0M
T. Rowe Price Associates Inc. 0.00% Reduce -0.2% 240,114 $42.9M
Andra AP-fonden 0.53% New 238,600 $42.6M
Rhumbline Advisers 0.03% Reduce -2.2% 238,493 $42.6M
Worldquant Millennium Advisors LLC 0.16% New 236,178 $42.2M
Select Equity Group, L.P. 0.19% Reduce -8.2% 232,307 $41.5M
Glenmede Trust Co. NA 0.20% — 230,934 $41.2M
California Public Employees Retirement System 0.02% Add +0.6% 221,762 $39.6M
Qube Research & Technologies Ltd 0.06% Reduce -54.0% 218,360 $39.0M
Franklin Resources Inc. 0.01% Reduce -9.4% 214,269 $38.3M
Reik & Co., LLC 10.14% Reduce -2.6% 206,440 $36.9M
Gotham Asset Management 0.13% Add +11.7% 206,117 $36.8M
Russell Investments Group, Ltd. 0.04% Add +2.9% 204,392 $36.5M
AQR Capital Management 0.02% Add +36.8% 201,153 $35.9M
Moran Wealth Management, LLC 1.08% Reduce -6.9% 197,953 $35.4M
Citigroup Inc. 0.02% Add +96.0% 192,125 $34.3M
Modera Wealth Management, LLC 0.38% Reduce -4.7% 184,739 $33.0M
Railway Pension Investments Ltd 0.38% Add +413.2% 179,100 $32.0M
California State Teachers Retirement System 0.03% Reduce -5.5% 175,108 $31.3M
Edgemoor Investment Advisors, Inc. 2.42% Reduce -1.9% 173,906 $31.1M
Systematic Financial Management LP 0.71% Reduce -1.6% 167,847 $30.0M
Logan Capital Management Inc. 1.24% Add +2.6% 164,540 $29.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.17% Add +30.1% 164,200 $29.3M
Pacific Heights Asset Management LLC 1.00% Add +15.4% 150,000 $26.8M
PFA Pension, Forsikringsaktieselskab 0.07% — 145,209 $26.3M
Rodgers Brothers Inc. 3.03% Add +1.4% 141,775 $25.3M
Investment House LLC 1.13% Reduce -0.1% 133,498 $23.8M
Aberdeen Group plc 0.04% Add +9.4% 133,348 $23.8M
Corient Private Wealth LP 0.03% Add +13.2% 132,471 $23.7M
First Long Island Investors, LLC 1.73% Add +0.3% 131,949 $23.6M
Treasurer of the State of North Carolina 0.07% Reduce -2.9% 127,898 $22.8M
McRae Capital Management Inc. 4.63% Reduce -5.6% 126,879 $22.7M
Man Group plc 0.04% Reduce -42.9% 126,849 $22.7M
Pictet Asset Management Holding SA 0.02% Add +20.0% 125,941 $22.5M
Alliancebernstein L.P. 0.01% Reduce -1.7% 125,110 $22.3M
Millennium Management 0.02% Add +164.3% 124,015 $22.1M
Ameriprise Financial Inc. 0.01% Add +3.4% 123,681 $22.1M
Bank of Montreal 0.01% Add +10.7% 122,364 $21.9M
Royal Bank of Canada 0.00% Reduce -72.5% 122,003 $21.8M
Nisa Investment Advisors, LLC 0.07% Add +1.0% 121,904 $21.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -0.5% 120,824 $21.6M
Handelsbanken Fonder AB 0.06% Add +14.9% 119,320 $21.3M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -25.4% 114,814 $20.5M
Winmill & Co. Inc. 5.33% No change 111,994 $20.0M
Aviva PLC 0.03% Add +7.4% 111,531 $19.9M
PNC Financial Services Group, Inc. 0.01% Reduce -1.6% 111,198 $19.9M
State Board of Administration of Florida Retirement System 0.03% Reduce -3.0% 108,851 $19.4M
Hook Mill Capital Partners, LP 1.82% Reduce -0.7% 108,269 $19.3M
Linscomb Wealth, Inc. 0.80% Reduce -1.3% 107,085 $19.1M
New York State Teachers Retirement System 0.04% Reduce -4.3% 104,472 $18.7M
BI Asset Management Fondsmaeglerselskab A/S 0.16% Add +3.1% 102,358 $18.3M
Teacher Retirement System of Texas 0.06% Reduce -20.6% 98,580 $17.6M
State of Wisconsin Investment Board 0.04% Add +3.5% 98,115 $17.5M
Voloridge Investment Management, LLC 0.06% New 97,881 $17.5M
Intech Investment Management LLC 0.15% Add +889.0% 95,294 $17.0M
Illinois Municipal Retirement Fund 0.21% Add +5.6% 94,859 $16.9M
Cerity Partners LLC 0.02% Add +68.6% 86,174 $15.4M
HighTower Advisors, LLC 0.02% Reduce -3.0% 85,714 $15.3M
Brandywine Global Investment Management, LLC 0.10% Reduce -38.5% 84,655 $15.1M
Korea Investment CORP 0.03% Add +2.0% 84,051 $15.0M
Forsta Ap-Fonden 0.09% Reduce -1.6% 82,200 $14.7M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -53.8% 81,728 $14.6M
HS Management Partners, LLC 3.11% Reduce -38.4% 81,575 $14.6M
LPL Financial LLC 0.00% Add +5.3% 80,366 $14.4M
Thomas Story & Son LLC 5.17% Reduce -1.2% 77,867 $13.9M
New York State Common Retirement Fund 0.02% Add +2.0% 76,795 $13.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.19% Add +2488.4% 75,064 $13.4M
Distillate Capital Partners LLC 0.68% Reduce -1.6% 74,071 $13.2M
Meritage Portfolio Management 0.87% Reduce -2.2% 73,323 $13.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.8% 72,789 $13.0M
Ingalls & Snyder LLC 0.46% Reduce -2.0% 70,188 $12.5M
Sei Investments Co. 0.01% Add +12.2% 68,525 $12.2M
CANADA LIFE ASSURANCE Co 0.02% Reduce -47.2% 67,538 $12.1M
Swiss Life Asset Management Ltd 0.06% Reduce -3.0% 66,345 $11.8M
KLP Kapitalforvaltning As 0.05% Reduce -1.9% 66,100 $11.8M
Adage Capital Partners Gp, L.L.C. 0.02% Add +26.9% 66,000 $11.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -20.4% 62,894 $11.3M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.6% 61,771 $11.0M
Prudential Financial Inc. 0.01% Reduce -13.9% 61,254 $10.9M
US Bancorp \de 0.01% Reduce -1.4% 59,539 $10.6M
Acadian Asset Management LLC 0.02% Reduce -56.7% 59,361 $10.6M
Sequoia Financial Advisors, LLC 0.06% Add +3.6% 58,132 $10.4M
Focus Partners Wealth 0.01% Add +82.6% 57,939 $10.3M
Royal London Asset Management Ltd. 0.02% Add +3.8% 56,829 $10.1M
National Bank of Canada 0.01% Add +32.8% 56,406 $10.1M
Asset Management One Co., Ltd. 0.03% Reduce -0.3% 53,447 $10.0M
Grace & White Inc. 1.79% No change 55,430 $9.9M
Cary Street Partners Financial LLC 0.24% Reduce -1.4% 55,324 $9.9M
Sienna Gestion 0.58% Add +12.8% 53,725 $9.7M
EFG International AG 0.19% — 54,022 $9.6M
Darwins River Capital, LP 6.39% — 53,271 $9.5M
Hood River Capital Management LLC 0.10% Reduce -1.5% 52,662 $9.4M
Tocqueville Asset Management L.P. 0.14% Add +201.8% 52,241 $9.3M
Prudential PLC 0.07% Add +8.6% 51,634 $9.2M
Fisher Asset Management 0.00% Reduce -5.2% 51,625 $9.2M
Nicholas Company, Inc. 0.16% Add +1.0% 50,539 $9.0M
Coston, McIsaac & Partners 2.08% Reduce -4.5% 50,286 $9.0M
Evexia Wealth LLC 2.49% Reduce -0.2% 43,202 $8.9M
Oddo BHF Asset Management Sas 0.33% Add +76.0% 49,659 $8.9M
Danske Bank A/S 0.02% Add +8.4% 49,102 $8.8M
Dividend Assets Capital, LLC 1.67% Reduce -2.0% 49,047 $8.8M
Mn Services Vermogensbeheer B.V. 0.05% Add +6.0% 48,959 $8.7M
Nomura Asset Management Co. Ltd. 0.02% Add +0.3% 47,585 $8.5M
Commonwealth Equity Services, LLC 0.01% Add +1.3% 46,150 $8.2M
Storebrand Asset Management As 0.02% Reduce -17.2% 44,682 $8.0M
Radnor Capital Management, LLC 1.17% Reduce -1.4% 44,261 $7.9M
Glassy Mountain Advisors, Inc. 2.37% Reduce -3.4% 43,838 $7.8M
Ensign Peak Advisors, Inc 0.01% Reduce -36.7% 43,440 $7.8M
TD Asset Management Inc 0.01% Add +0.8% 43,198 $7.7M
Kensington Investment Counsel, LLC 3.11% Reduce -4.7% 42,856 $7.7M
Resona Asset Management Co.,Ltd. 0.04% Reduce -3.1% 42,411 $7.6M
Cetera Investment Advisers 0.01% Add +1.7% 42,450 $7.6M
Public Employees Retirement System of Ohio 0.02% Reduce -2.0% 41,694 $7.4M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +14.4% 41,322 $7.4M
State of Michigan Retirement System 0.04% Add +0.5% 41,200 $7.4M
State of New Jersey Common Pension Fund D 0.03% Reduce -3.9% 40,834 $7.3M
Toronto Dominion Bank 0.01% Reduce -10.1% 40,691 $7.3M
JGP Wealth Management, LLC 0.75% Add +5.7% 40,475 $7.2M
Telos Capital Management, Inc. 0.67% Reduce -1.5% 40,030 $7.1M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -2.0% 40,011 $7.1M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.10% — 39,765 $7.1M
Goelzer Investment Management, Inc. 0.33% Reduce -1.1% 39,668 $7.1M
Creative Planning 0.01% Add +5.1% 39,013 $7.0M
Hamilton Point Investment Advisors, LLC 1.04% Add +0.6% 38,346 $6.8M
Pathstone Holdings, LLC 0.03% Reduce -3.5% 36,948 $6.6M
Van Eck Associates Corp. 0.01% Add +4.5% 36,626 $6.5M
Pinebridge Investments LLC 0.05% — 36,272 $6.5M
State of Tennessee, Department of Treasury 0.02% Reduce -26.7% 31,418 $6.4M
DekaBank Deutsche Girozentrale 0.01% No change 20,344 $6.4M
SFE Investment Counsel 0.98% Add +10.7% 35,133 $6.3M
B & T Capital Management DBA Alpha Capital Management 0.88% Reduce -0.3% 35,126 $6.3M
Natixis Advisors, LLC 0.01% Add +25.7% 34,999 $6.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -8.7% 34,499 $6.2M
Dana Investment Advisors, Inc. 0.18% Reduce -5.3% 34,493 $6.2M
Promethos Capital, LLC 1.66% Reduce -4.3% 34,102 $6.1M
PDT Partners, LLC 0.39% Add +99.7% 34,018 $6.1M
Seascape Capital Management 1.71% Add +0.4% 33,770 $6.0M
Arizona State Retirement System 0.03% Reduce -7.6% 33,459 $6.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -9.7% 33,432 $6.0M
Impax Asset Management Group plc 0.04% Reduce -2.8% 33,079 $5.9M
Czech National Bank 0.04% Add +2.8% 32,115 $5.7M
Beacon Pointe Advisors, LLC 0.04% Add +0.5% 31,696 $5.7M
Bank of Nova Scotia 0.01% Add +79.4% 31,628 $5.6M
LBP Am SA 0.06% Reduce -30.7% 30,739 $5.5M
Level Four Advisory Services, LLC 0.18% Reduce -3.1% 30,264 $5.4M
O'shaughnessy Asset Management, LLC 0.03% Reduce -8.3% 30,126 $5.4M
MetLife Investment Management, LLC 0.03% Reduce -4.1% 29,991 $5.4M
Bell & Brown Wealth Advisors, LLC 1.71% Reduce -3.5% 29,762 $5.3M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -0.2% 29,254 $5.2M
Susquehanna International Group, LLP 0.01% Add +3.6% 29,098 $5.2M
CIBC Asset Management Inc 0.01% Add +80.4% 28,886 $5.2M
Tabor Asset Management, LP 2.06% Reduce -0.1% 28,550 $5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -4.1% 28,329 $5.1M
Lakewood Asset Management LLC 2.97% Add +0.3% 28,315 $5.1M
State of Alaska, Department of Revenue 0.05% Reduce -4.1% 28,006 $5.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -6.5% 27,956 $5.0M
Centric Wealth Management 1.05% Reduce -2.2% 23,309 $5.0M
Roberts Wealth Advisors, LLC 1.28% Add +1.0% 27,384 $4.9M
Alberta Investment Management Corp 0.03% Add +10.6% 27,200 $4.9M
Elo Mutual Pension Insurance Co 0.07% Reduce -2.8% 26,741 $4.8M
M&T Bank Corp 0.02% Add +23.0% 26,541 $4.7M
IFM Investors Pty Ltd 0.04% Add +6.5% 26,499 $4.7M
Cibc World Markets Corp. 0.02% — 26,210 $4.7M
Kerusso Capital Management LLC 2.16% Add +25.4% 26,143 $4.7M
Palumbo Wealth Management LLC 1.15% Add +10.3% 26,038 $4.7M
Boothbay Fund Management, LLC 0.12% Reduce -8.5% 26,021 $4.6M
Retirement Systems of Alabama 0.01% Reduce -1.3% 25,909 $4.6M
Lazard Asset Management LLC 0.01% Reduce -1.6% 25,624 $4.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -56.2% 22,966 $4.5M
Amalgamated Bank 0.03% Add +3.9% 25,271 $4.5M
Cumberland Partners Ltd 0.27% Reduce -12.8% 24,460 $4.4M
Martin Capital Advisors, LLP 2.56% Add +1.6% 24,435 $4.4M
ProShare Advisors LLC 0.01% Add +11.5% 24,106 $4.3M
Cunning Capital Partners, LP 1.97% No change 23,863 $4.3M
Coldstream Capital Management Inc. 0.05% Add +1.4% 23,547 $4.2M
Hudson Bay Capital Management LP 0.03% Reduce -66.6% 23,495 $4.2M
Bokf, NA 0.06% Reduce -7.6% 23,346 $4.2M
Daiwa Securities Group Inc. 0.01% Add +1.1% 23,279 $4.2M
Orion Porfolio Solutions, LLC 0.03% Reduce -6.2% 23,272 $4.2M
Laird Norton Wetherby Trust Company, LLC 0.09% New 23,177 $4.1M
Verition Fund Management LLC 0.02% Add +115.8% 23,059 $4.1M
Mackenzie Financial Corp. 0.00% Add +42.0% 22,670 $4.1M
Blair William & Co. 0.01% Reduce -2.3% 22,936 $4.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +20.0% 22,799 $4.1M
DNB Asset Management AS 0.01% No change 22,763 $4.1M
Romano Brothers and Company 0.46% Reduce -3.6% 22,735 $4.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -16.5% 22,339 $4.0M
Occudo Quantitative Strategies LP 0.27% New 22,235 $4.0M
Vinva Investment Management Ltd 0.05% Reduce -34.4% 21,784 $4.0M
Great Diamond Partners, LLC 0.75% Reduce -0.0% 21,737 $3.9M
Voleon Capital Management LP 0.08% Add +1026.7% 21,598 $3.9M
LeClair Wealth Partners LLC 2.24% No change 21,594 $3.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +22.1% 21,576 $3.9M
SG Americas Securities, LLC 0.01% Reduce -74.1% 21,383 $3.8M
Macquarie Group Ltd. 0.02% Reduce -52.2% 21,343 $3.8M
Mercer Global Advisors Inc. 0.01% Add +28.4% 21,291 $3.8M
Regatta Capital Group, LLC 0.57% Reduce -0.4% 21,279 $3.8M
Qsemble Capital Management, LP 0.31% Add +928.9% 21,236 $3.8M
Xponance LLC 0.03% Add +5.5% 21,147 $3.8M
Federated Hermes, Inc. 0.01% Reduce -0.0% 20,794 $3.7M
FIL Ltd 0.00% Reduce -39.0% 20,535 $3.7M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 20,000 $3.6M
Insight Inv LLC 1.99% Reduce -2.7% 19,839 $3.5M
Beacon Investment Advisory Services, Inc. 0.14% Reduce -1.8% 19,828 $3.5M
Quantbot Technologies LP 0.12% New 19,795 $3.5M
Utah Retirement Systems 0.03% No change 19,544 $3.5M
Westerkirk Capital Inc. 0.34% Add +71.1% 19,488 $3.5M
Osaic Holdings, Inc. 0.01% Reduce -76.6% 19,409 $3.5M
Entropy Technologies, LP 0.19% Add +240.3% 19,374 $3.5M
Manning & Napier Advisors LLC 0.04% Reduce -7.0% 19,062 $3.5M
Neuberger Berman Group LLC 0.00% Add +5.0% 19,220 $3.4M
Evolve Private Wealth, LLC 0.20% — 19,035 $3.4M
Soltis Investment Advisors LLC 0.22% Add +6.3% 19,011 $3.4M
Vontobel Holding Ltd. 0.01% No change 18,662 $3.3M
Swedbank AB 0.00% Reduce -1.1% 18,537 $3.3M
Gateway Investment Advisers LLC 0.03% Add +12.9% 18,514 $3.3M
Zurich Insurance Group Ltd 0.02% Add +110.2% 18,500 $3.3M
Tidal Investments LLC 0.01% Add +22.5% 18,421 $3.3M
M. Kulyk & Associates, LLC 0.63% Add +3.1% 18,316 $3.3M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -4.9% 18,111 $3.2M
Stifel Financial Corp. 0.00% Add +0.8% 17,827 $3.2M
Precedent Wealth Partners, LLC 0.67% Add +2.0% 17,763 $3.2M
Cibc World Market Inc. 0.01% Reduce -33.1% 17,760 $3.2M
JLB & Associates Inc. 0.43% Add +616.8% 17,676 $3.2M
OneDigital Investment Advisors LLC 0.03% Add +562.2% 17,389 $3.1M
BLI - Banque de Luxembourg Investments 0.09% Add +14.8% 17,100 $3.1M
Rakuten Investment Management, Inc. 0.01% Reduce -58.3% 16,021 $3.0M
New York Life Investment Management LLC 0.03% Reduce -0.0% 16,732 $3.0M
Woodline Partners LP 0.01% Add +1.1% 16,429 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.5% 16,292 $2.9M
OMERS ADMINISTRATION Corp 0.02% Add +11.0% 16,107 $2.9M
Comerica Bank 0.01% Reduce -14.3% 16,052 $2.9M
Nissay Asset Management Corp. /Japan 0.01% Add +0.2% 15,938 $2.8M
Abn Amro Investment Solutions 0.04% Reduce -6.0% 15,923 $2.8M
Greatmark Investment Partners, Inc. 0.34% Add +0.1% 15,880 $2.8M
Gladstone Institutional Advisory LLC 0.11% Add +72.3% 15,877 $2.8M
NEOS Investment Management LLC 0.02% Add +18.5% 15,872 $2.8M
Public Sector Pension Investment Board 0.01% Add +48.3% 15,806 $2.8M
Vision Capital Management, Inc. 0.34% Reduce -12.6% 15,662 $2.8M
Livforsakringsbolaget Skandia, Omsesidigt 0.11% Add +1450.0% 15,500 $2.8M
Old National Bancorp 0.05% Reduce -13.7% 15,440 $2.8M
Janus Henderson Group PLC 0.00% Add +3.1% 15,439 $2.8M
Yousif Capital Management, LLC 0.03% Reduce -11.8% 13,131 $2.7M
Parsons Capital Management Inc. 0.15% Reduce -0.9% 15,127 $2.7M
Signature Wealth Management Group 1.09% Reduce -1.2% 14,998 $2.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.6% 14,984 $2.7M
Stiles Financial Services Inc 0.82% Add +2.5% 14,953 $2.7M
Natixis 0.01% Add +31.3% 14,586 $2.6M
UniSuper Management Pty Ltd 0.02% Reduce -4.4% 14,488 $2.6M
Canada Pension Plan Investment Board 0.00% Reduce -2.7% 14,400 $2.6M
Sheets Smith Wealth Management 0.28% Add +0.0% 14,229 $2.5M
Advisors Asset Management, Inc. 0.04% Reduce -15.8% 14,072 $2.5M
Oregon Public Employees Retirement Fund 0.03% Reduce -1.4% 13,940 $2.5M
MML Investors Services, LLC 0.01% Add +18.9% 13,882 $2.5M
Elyxium Wealth, LLC 0.69% Reduce -13.9% 13,854 $2.5M
OP Asset Management Ltd 0.03% No change 13,666 $2.4M
Vision Financial Markets LLC 2.48% No change 13,600 $2.4M
Ethic Inc. 0.04% Reduce -5.2% 13,565 $2.4M
Jefferies Financial Group Inc. 0.02% Reduce -24.0% 13,387 $2.4M
Caprock Group, LLC 0.05% Add +43.6% 13,358 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -7.7% 13,275 $2.4M
Peapack Gladstone Financial Corp. 0.03% Reduce -4.2% 13,253 $2.4M
Westwood Holdings Group Inc. 0.02% Add +16.8% 13,221 $2.4M
Tredje AP-fonden 0.02% Reduce -2.1% 13,210 $2.4M
Shulman DeMeo Asset Management LLC 0.53% Reduce -0.8% 13,164 $2.4M
Twin Capital Management Inc. 0.29% Add +14.9% 13,125 $2.3M
Mutual of America Capital Management LLC 0.02% Reduce -1.9% 13,075 $2.3M
Bank of Stockton 0.66% Reduce -12.4% 12,991 $2.3M
Eurizon SLJ Capital Ltd 0.91% — 12,917 $2.3M
Eukles Asset Management 0.90% Add +2.6% 12,903 $2.3M
QRG Capital Management, Inc. 0.03% Add +47.1% 12,870 $2.3M
Gleason Group, Inc. 0.22% Add +0.4% 12,693 $2.3M
Rafferty Asset Management, LLC 0.01% Reduce -0.3% 12,569 $2.2M
Concord Wealth Partners 0.29% Add +6.3% 12,423 $2.2M
Concord Asset Management, LLC 0.38% Add +3.5% 12,294 $2.2M
Credit Agricole S A 0.01% Reduce -52.2% 12,264 $2.2M
Cascade Investment Advisors, Inc. 1.28% Add +0.7% 12,203 $2.2M
Public Employees Retirement Association of Colorado 0.01% No change 11,981 $2.1M
XTX Topco Ltd 0.06% New 11,828 $2.1M
Harvest Fund Management Co., Ltd 0.08% No change 11,481 $2.1M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -7.7% 11,746 $2.1M
DAVENPORT & Co LLC 0.01% Reduce -0.5% 11,661 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +11.4% 11,517 $2.1M
North Star Investment Management Corp. 0.13% Add +0.1% 11,446 $2.0M
Kintegral Advisory, LLC 0.17% Reduce -2.7% 11,427 $2.0M
Edgestream Partners, L.P. 0.06% New 11,381 $2.0M
Mediolanum International Funds Ltd 0.02% Reduce -5.5% 11,195 $2.0M
Clearstead Advisors, LLC 0.02% Add +1.9% 10,994 $2.0M
Candriam S.C.A. 0.01% Add +11.1% 10,951 $2.0M
Ironwood Investment Management LLC 0.82% Reduce -0.2% 10,877 $1.9M
Sterling Capital Management LLC 0.03% Reduce -4.8% 10,618 $1.9M
Royce & Associates LP 0.02% Reduce -43.6% 10,605 $1.9M
Summit Trail Advisors, LLC 0.03% Reduce -1.6% 10,442 $1.9M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -34.3% 10,439 $1.9M
Fulton Bank, N.A. 0.06% Add +0.5% 10,438 $1.9M
Vident Advisory, LLC 0.02% Add +6.1% 10,317 $1.8M
ASR Vermogensbeheer N.V. 0.02% Reduce -0.8% 10,042 $1.8M
Mogy Joel R Investment Counsel Inc. 0.10% Reduce -0.7% 10,025 $1.8M
Venturi Wealth Management, LLC 0.08% Add +2.2% 9,985 $1.8M
TD Waterhouse Canada Inc. 0.01% Add +21.4% 9,958 $1.8M
CPC Advisors, LLC 0.18% Add +7.8% 9,943 $1.8M
Legacy Bridge, LLC 0.72% Reduce -1.7% 9,921 $1.8M
Investment Management Corp of Ontario 0.02% Add +67.5% 9,726 $1.7M
Great Lakes Advisors, LLC 0.01% Add +1.7% 9,581 $1.7M
Banque Cantonale Vaudoise 0.06% Add +8.2% 9,568 $1.7M
Virtus Investment Advisers, LLC 0.46% Reduce -1.8% 9,555 $1.7M
MAI Capital Management 0.01% Reduce -4.0% 9,499 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 9,462 $1.7M
Commerce Bank 0.01% Reduce -4.0% 9,340 $1.7M
Fifth Third Bancorp 0.01% Reduce -1.9% 9,017 $1.6M
Novare Capital Management LLC 0.12% Reduce -2.2% 8,954 $1.6M
Mizuho Securities USA LLC 0.03% Reduce -1.0% 8,868 $1.6M
Allstate Corp. 0.02% Add +97.7% 8,929 $1.6M
Speece Thorson Capital Group Inc. 0.34% No change 8,888 $1.6M
Impact Investors, Inc 1.06% Reduce -2.5% 8,565 $1.5M
Albion Financial Group 0.10% Reduce -2.3% 8,545 $1.5M
Strategic Investment Advisors / MI 0.13% Reduce -3.2% 8,496 $1.5M
Inscription Capital, LLC 0.15% Add +26.2% 8,386 $1.5M
Private Advisor Group, LLC 0.01% No change 8,311 $1.5M
Ritholtz Wealth Management 0.03% Add +11.6% 8,290 $1.5M
Modern Wealth Management, LLC 0.03% Reduce -0.4% 8,276 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -33.4% 8,274 $1.5M
Engineers Gate Manager LP 0.02% Add +100.7% 8,274 $1.5M
CIBC Private Wealth Group LLC 0.00% Reduce -16.3% 8,090 $1.4M
Chase Investment Counsel Corp. 0.40% No change 8,000 $1.4M
Balyasny Asset Management L.P. 0.00% Reduce -96.2% 7,970 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -20.3% 7,934 $1.4M
Foster & Motley Inc. 0.07% Reduce -26.6% 7,881 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -12.8% 7,871 $1.4M
Norinchukin Bank, The 0.02% Add +7.0% 7,860 $1.4M
LRT Capital Management, LLC 1.20% Reduce -21.5% 7,854 $1.4M
Schnieders Capital Management, Llc. 0.22% Reduce -3.4% 7,726 $1.4M
Lido Advisors, LLC 0.01% Add +4.3% 7,042 $1.4M
Jones Financial Companies LLLP 0.00% Add +15.3% 7,637 $1.4M
Trivant Custom Portfolio Group, LLC 0.78% Add +2.8% 7,536 $1.3M
Runnymede Capital Advisors, Inc. 0.78% New 7,536 $1.3M
Raiffeisen Bank International AG 0.02% Reduce -13.1% 7,416 $1.3M
Quadrant Capital Group LLC 0.04% Reduce -0.7% 7,503 $1.3M
Transatlantique Private Wealth LLC 0.42% Add +17.7% 7,667 $1.3M
Accent Capital Management, LLC 0.57% No change 7,463 $1.3M
Kentucky Retirement Systems 0.04% No change 7,435 $1.3M
Generali Asset Management SPA SGR 0.03% Reduce -37.7% 7,381 $1.3M
Formidable Asset Management, LLC 0.19% Reduce -33.2% 6,666 $1.3M
Pinnacle Financial Partners, Inc. 0.01% — 7,280 $1.3M
1834 Investment Advisors Co. 0.16% Reduce -1.4% 7,209 $1.3M
Knollwood Investment Advisory, LLC 0.12% Reduce -14.1% 7,188 $1.3M
HRT Financial LP 0.00% Reduce -79.9% 7,168 $1.3M
Park Avenue Securities LLC 0.01% Add +1.4% 7,159 $1.3M
Round Hill Asset Management 0.80% No change 7,147 $1.3M
Sanctuary Advisors, LLC 0.01% Add +4.7% 7,098 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -8.6% 7,015 $1.3M
Hartford Investment Management Co. 0.04% Reduce -2.6% 7,006 $1.3M
Tilia Fiduciary Partners, Inc. 0.67% Reduce -7.6% 6,807 $1.2M
Alamar Capital Management, LLC 0.67% Reduce -7.8% 6,788 $1.2M
Truvestments Capital LLC 0.22% Add +14.1% 6,728 $1.2M
Ashton Thomas Private Wealth, LLC 0.03% Reduce -4.7% 6,647 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +433.9% 6,594 $1.2M
Dynamic Technology Lab Private Ltd 0.27% New 6,565 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +15.3% 6,469 $1.2M
Metis Global Partners, LLC 0.03% Reduce -6.1% 6,446 $1.2M
Atlas Capital Advisors Inc. 0.13% — 6,430 $1.1M
Pensionfund Sabic 0.31% No change 6,400 $1.1M
Aaron Wealth Advisors LLC 0.06% Add +14.3% 6,397 $1.1M
Evergreen Capital Management LLC 0.03% Add +55.9% 6,375 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +1.8% 6,370 $1.1M
Westmount Partners, LLC 0.28% Add +0.4% 6,329 $1.1M
Jane Street Group, LLC 0.00% Add +1.2% 6,296 $1.1M
Adkins Seale Capital Management LLC 1.11% — 6,277 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -4.6% 6,200 $1.1M
Redwood Investment Management, LLC 0.12% New 6,128 $1.1M
Horizon Investments, LLC 0.01% Reduce -10.0% 6,123 $1.1M
Gulf International Bank (UK) Ltd 0.04% No change 6,073 $1.1M
GS Investments, Inc. 0.59% Reduce -1.6% 6,045 $1.1M
PKO Investment Management Joint-Stock Co 0.09% No change 6,000 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -13.4% 5,968 $1.1M
Syon Capital LLC 0.05% Add +60.7% 5,932 $1.1M
GMO 0.00% Add +6.2% 5,854 $1.0M
Maryland State Retirement & Pension System 0.02% No change 5,848 $1.0M
Hunter Associates Investment Management LLC 0.14% Add +0.0% 5,826 $1.0M
New Mexico Educational Retirement Board 0.03% Add +3.6% 5,800 $1.0M
Penserra Capital Management LLC 0.01% Reduce -36.0% 5,807 $1.0M
CI Investments Inc. 0.00% Add +61.2% 5,635 $1.0M
Farringdon Capital, Ltd. 0.24% Add +207.9% 5,586 $998K
Ballentine Partners, LLC 0.01% Reduce -4.0% 5,575 $996K
NewEdge Advisors, LLC 0.00% Add +2.7% 5,537 $989K
E. Ohman J:or Asset Management AB 0.02% No change 5,536 $989K
Archford Capital Strategies, LLC 0.12% Add +2.4% 5,534 $988K
Argyle Capital Partners, LLC 0.72% No change 5,524 $987K
&partners 0.01% Add +2.3% 5,458 $975K
Principal Securities, Inc. 0.01% Add +7.1% 5,453 $974K
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.3% 5,172 $972K
Aigen Investment Management, LP 0.22% New 5,401 $965K
Ameritas Advisory Services, LLC 0.04% Add +67150.0% 5,380 $961K
Capstone Capital Management Ltd 0.92% — 5,378 $960K
Greenleaf Trust 0.01% Reduce -0.3% 5,337 $953K
Wilmington Savings Fund Society, FSB 0.02% Reduce -3.5% 5,320 $950K
Baird Financial Group, Inc. 0.00% Reduce -0.6% 5,307 $948K
HB Wealth Management, LLC 0.01% Add +4.8% 5,288 $944K
Global X Japan Co., Ltd. 0.07% Add +405.1% 5,263 $940K
Crossmark Global Holdings, Inc. 0.01% Reduce -63.1% 5,263 $940K
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.1% 5,183 $926K
Copeland Capital Management, LLC 0.02% Add +362.9% 5,111 $913K
CHICAGO TRUST Co NA 0.14% Add +0.6% 5,090 $909K
Alexander Labrunerie & Co., Inc. 0.33% No change 5,066 $905K
Cadence Bank 0.05% Add +0.3% 5,041 $900K
Patten & Patten Inc. 0.05% No change 5,040 $900K
MUFG Securities EMEA plc 0.01% Add +112.1% 4,993 $892K
Nvwm, LLC 0.19% Reduce -1.4% 4,985 $890K
Vestcor Inc 0.03% Reduce -31.8% 4,960 $886K
MWA Asset Management 0.49% Reduce -1.4% 4,883 $872K
Thrivent Financial for Lutherans 0.00% Reduce -2.4% 4,848 $866K
Prospera Financial Services Inc 0.01% Add +6.6% 4,815 $860K
Stevens Capital Management LP 0.30% New 4,816 $860K
Signaturefd, LLC 0.01% Add +2.1% 4,812 $859K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +22.0% 4,614 $824K
Berkeley, Inc 0.26% Add +2.6% 4,603 $822K
Panagora Asset Management Inc. 0.00% Reduce -3.0% 4,560 $814K
Drucker Wealth 3.0, LLC 0.14% Add +23.6% 4,546 $812K
Qtron Investments LLC 0.10% Add +7.8% 4,516 $807K
Waverly Advisors, LLC 0.01% Reduce -0.5% 4,451 $795K
Cwm, LLC 0.00% Add +18.4% 4,441 $793K
Kera Capital Partners, Inc. 0.09% Add +99.3% 3,744 $766K
Burney Co./ 0.02% Add +8.2% 4,245 $758K
Valtrion Capital Management, LLC 0.75% Add +2.6% 4,242 $758K
PKS Advisory Services, LLC 0.17% Reduce -6.6% 4,225 $755K
Sowell Financial Services LLC 0.03% Add +2.4% 4,216 $753K
Choreo, LLC 0.01% Reduce -2.0% 4,146 $752K
Graham Capital Management, L.P. 0.04% Reduce -16.8% 4,200 $750K
Legato Capital Management LLC 0.06% New 4,194 $749K
Baker Avenue Asset Management, LP 0.02% Add +16.3% 4,185 $747K
McBroom & Associates, LLC 0.36% Add +0.0% 4,178 $746K
Michels Family Financial, LLC 0.55% Add +0.4% 4,175 $746K
Elevated Capital Advisors, LLC 0.17% Reduce -20.5% 4,170 $745K
Smithbridge Asset Management Inc. 0.06% Add +110.8% 4,159 $743K
Fox Run Management, L.L.C. 0.11% New 4,151 $741K
Farther Finance Advisors, LLC 0.01% Add +8.7% 4,136 $739K
Los Angeles Capital Management LLC 0.00% Reduce -72.1% 3,668 $727K
North Dakota State Investment Board 0.03% — 4,057 $725K
Burton Enright Welch 0.10% Add +0.1% 4,050 $723K
Curat Global, LLC 0.79% No change 4,000 $714K
NORTHSTAR ASSET MANAGEMENT Co 0.15% No change 4,000 $714K
Allianz Asset Management GmbH 0.00% Reduce -82.9% 3,997 $714K
Sagespring Wealth Partners, LLC 0.01% Add +15.9% 3,903 $697K
Keybank National Association 0.00% Add +2.1% 3,900 $696K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.7% 3,892 $695K
Mariner, LLC 0.00% Reduce -81.2% 3,918 $694K
Brown Brothers Harriman & Co. 0.00% Add +10.3% 3,861 $690K
Resonant Capital Advisors, LLC 0.04% Reduce -2.1% 3,855 $688K
MBL Wealth, LLC 0.06% New 3,853 $688K
Chicago Partners Investment Group LLC 0.02% Add +2.2% 3,355 $686K
Merit Financial Group, LLC 0.01% Reduce -14.2% 3,830 $684K
Empirical Finance, LLC 0.03% Add +1.3% 3,811 $681K
AMG National Trust Bank 0.02% No change 3,800 $679K
Motley Fool Asset Management LLC 0.03% Reduce -2.3% 3,755 $671K
Walleye Trading LLC 0.01% New 3,734 $667K
Brown Advisory Inc. 0.00% Reduce -19.4% 3,732 $666K
Vise Technologies, Inc. 0.01% Add +48.8% 3,731 $666K
Burford Brothers, Inc. 0.27% New 3,695 $660K
Plato Investment Management Ltd 0.04% Reduce -11.6% 3,674 $659K
EP Wealth Advisors, LLC 0.00% — 3,640 $650K
Vaughan David Investments LLC 0.01% No change 3,600 $643K
Aries Wealth Management 0.14% Reduce -2.1% 3,583 $640K
Naples Global Advisors, LLC 0.05% No change 3,578 $639K
Daiichi Life Insurance Co., Ltd. 0.02% No change 3,578 $639K
Arjuna Capital 0.16% Add +1.6% 3,564 $636K
CENTRAL TRUST Co 0.01% Add +0.0% 3,560 $636K
Absher Wealth Management, LLC 0.08% Add +4.0% 3,551 $634K
Ignite Planners, LLC 0.10% No change 3,094 $633K
Empirical Asset Management, LLC 0.18% Reduce -1.5% 3,544 $633K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% — 3,520 $629K
Wendell David Associates Inc. 0.06% No change 3,500 $625K
Praxis Investment Management Inc. 0.04% No change 3,500 $625K
GAMMA Investing LLC 0.03% Reduce -1.3% 3,458 $618K
Center For Asset Management LLC 0.32% Reduce -9.4% 3,446 $615K
Diversify Advisory Services, LLC 0.02% Add +1.8% 2,878 $609K
Buttonwood Financial Advisors Inc. 0.20% No change 3,357 $600K
V-Square Quantitative Management LLC 0.06% New 3,341 $597K
Securian Asset Management, Inc. 0.02% Reduce -43.4% 3,286 $587K
CX Institutional 0.02% Add +2.5% 3,279 $586K
Mufg Securities Americas Inc. 0.04% Reduce -1.1% 3,281 $586K
Squarepoint Ops LLC 0.00% Reduce -1.1% 3,246 $580K
Astoria Portfolio Advisors LLC. 0.13% Add +47.5% 2,847 $575K
Norden Group LLC 0.06% Add +27.8% 3,206 $572K
1832 Asset Management L.P. 0.00% Reduce -72.0% 3,202 $572K
Larson Financial Group LLC 0.02% Add +14.9% 3,191 $570K
DGS Capital Management, LLC 0.10% Reduce -5.7% 3,152 $563K
Parallel Advisors, LLC 0.01% Add +2.9% 3,133 $560K
Kentucky Retirement Systems Insurance Trust Fund 0.04% No change 3,117 $557K
Wahed Invest LLC 0.07% Reduce -3.8% 3,115 $556K
Fideuram Asset Management (Ireland) dac 0.04% — 2,786 $553K
Checchi Capital Advisers, LLC 0.04% Reduce -2.4% 3,080 $550K
Canada Post Corp Registered Pension Plan 0.02% Add +26.9% 3,070 $548K
Optimize Financial Inc. 0.27% Add +1.4% 2,989 $534K
HUB Investment Partners, LLC 0.01% Add +22.4% 2,983 $533K
Atria Investments, Inc 0.01% Reduce -2.8% 2,982 $533K
PCB Capital LLC 0.85% — 2,975 $531K
Twin Tree Management, LP 0.05% New 2,965 $530K
Advisor OS, LLC 0.04% Add +11.0% 2,957 $528K
Wedmont Private Capital 0.02% Add +10.8% 2,675 $513K
Portside Wealth Group, LLC 0.07% Add +4.5% 2,870 $513K
Algert Global LLC 0.01% Add +155.4% 2,860 $511K
STRS Ohio 0.00% Add +0.2% 2,837 $507K
Focused Alpha, LLC 0.15% — 2,827 $505K
L2 Asset Management, LLC 0.07% Reduce -73.8% 2,819 $503K
Wealthfront Advisers LLC 0.00% Add +3.8% 2,776 $496K
Group One Trading LLC 0.01% Reduce -24.8% 2,759 $493K
Syverson Strege & Co 0.12% Reduce -0.1% 2,750 $491K
PFG Investments, LLC 0.02% Reduce -0.4% 2,726 $487K
Cullinan Associates Inc. 0.03% No change 2,700 $482K
DoubleLine ETF Adviser LP 0.14% New 2,684 $479K
Jeppson Wealth Management, LLC 0.15% No change 2,683 $479K
Benchmark Financial Wealth Advisors, LLC 0.14% Add +0.3% 2,679 $478K
Bridgewater Associates 0.00% Reduce -34.1% 2,663 $476K
Abacus Wealth Partners, LLC 0.05% New 2,651 $473K
Benjamin Edwards Inc. 0.01% Reduce -0.9% 2,620 $468K
Mgo One Seven LLC 0.01% Add +2.8% 2,616 $467K
Scotia Capital Inc. 0.00% Add +11.9% 2,614 $467K
Versant Capital Management, Inc 0.06% Add +34.9% 2,611 $466K
First Citizens Bank & Trust Co. 0.01% Reduce -0.1% 2,594 $463K
Crestwood Advisors Group, LLC 0.01% Add +138.9% 2,556 $456K
Florida Financial Advisors, LLC 0.12% Add +2.3% 2,534 $453K
Exchange Traded Concepts, LLC 0.00% Reduce -49.7% 2,524 $451K
United Capital Financial Advisors, LLC 0.00% Add +69.5% 2,515 $449K
Kingsview Wealth Management, LLC 0.01% Reduce -13.5% 2,505 $447K
GM Advisory Group, LLC 0.02% No change 2,500 $446K
Lotus Technology Management, LP 0.25% — 2,499 $446K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -31.5% 2,455 $438K
Guggenheim Capital LLC 0.00% Reduce -36.3% 2,451 $438K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 2,449 $437K
Alpha Omega Wealth Management LLC 0.07% Reduce -0.2% 2,435 $435K
Callan Family Office, LLC 0.01% Add +10.7% 2,412 $431K
Campbell & CO Investment Adviser LLC 0.02% Reduce -23.2% 2,404 $429K
Perbak Capital Partners LLP 0.13% Reduce -64.8% 2,377 $425K
Certuity, LLC 0.03% Add +61.6% 2,376 $424K
MQS Management LLC 0.25% New 2,374 $424K
Asset Advisory Group, Inc. 0.21% — 2,372 $424K
Renasant Bank 0.29% Reduce -5.5% 2,364 $422K
Creekside Partners 0.18% No change 2,352 $420K
Alps Advisors Inc. 0.00% Add +1.1% 2,341 $418K
AlphaGrep UK Ltd 0.14% — 2,318 $414K
Cynosure Group, LLC 0.04% Reduce -11.9% 2,314 $413K
Manske Wealth Management 0.12% No change 2,304 $411K
Grant Private Wealth Management Inc 0.25% Reduce -0.4% 2,302 $411K
Princeton Global Asset Management LLC 0.07% No change 2,300 $411K
Townsquare Capital LLC 0.09% Add +8.9% 2,273 $406K
Fifth Third Wealth Advisors LLC 0.01% Reduce -10.1% 2,272 $406K
NLB Skladi, upravljanje premozenja, d.o.o. 0.02% — 2,268 $405K
World Investment Advisors 0.01% Add +20.9% 2,257 $403K
RFG Advisory, LLC 0.01% Reduce -3.1% 2,249 $402K
Aptus Capital Advisors, LLC 0.00% Reduce -1.2% 2,241 $400K
Proficio Capital Partners LLC 0.03% Add +0.4% 2,230 $398K
Brooklyn Investment Group 0.02% New 2,087 $391K
Optas, LLC 0.06% Add +66.5% 2,183 $390K
Rebalance, LLC 0.02% No change 2,180 $389K
Confluence Wealth Services, Inc. 0.02% Add +3.5% 2,158 $385K
Sunrise Financial Services, LLC 0.29% — 2,146 $383K
GeoWealth Management, LLC 0.01% Reduce -1.4% 2,145 $383K
Consolidated Capital Management, LLC 0.12% Add +87.7% 2,140 $382K
Canopy Partners, LLC 0.12% Add +1.1% 2,127 $380K
Ascent Group, LLC 0.01% Reduce -6.5% 2,122 $379K
Smartleaf Asset Management LLC 0.01% Reduce -4.2% 2,059 $374K
Sapient Capital LLC 0.01% Add +0.4% 2,022 $367K
GHP Investment Advisors, Inc. 0.01% Reduce -15.3% 2,046 $365K
Walleye Capital LLC 0.00% Reduce -29.7% 2,037 $364K
TCW Group Inc. 0.00% New 2,028 $362K
Prelude Capital Management, LLC 0.03% New 2,016 $360K
DRW Securities, LLC 0.03% Reduce -3.9% 2,005 $358K
Whipplewood Advisors, LLC 0.23% No change 2,000 $357K
Indiana Trust & Investment Management Co 0.11% No change 2,000 $357K
Gateway Wealth Partners, LLC 0.04% No change 2,000 $357K
RBF Capital, LLC 0.02% No change 2,000 $357K
Klingman & Associates, LLC 0.02% Add +0.5% 1,982 $354K
Abacus Planning Group, Inc. 0.05% Add +3.1% 1,977 $353K
Private Trust Co. NA 0.03% Reduce -15.3% 1,976 $353K
Jump Financial, LLC 0.00% New 1,975 $353K
King Luther Capital Management Corp. 0.00% Reduce -3.5% 1,970 $352K
Northwestern Mutual Wealth Management Co. 0.00% Add +12.8% 1,969 $352K
Forum Financial Management, LP 0.00% Add +13.9% 1,950 $348K
American Money Management, LLC 0.05% Add +0.3% 1,927 $344K
Caisse Des Depots Et Consignations 0.01% No change 1,927 $344K
First Manhattan Co. Llc. 0.00% Add +0.5% 1,910 $341K
Plimoth Trust Co. LLC 0.08% No change 1,900 $339K
TrueMark Investments, LLC 0.06% New 1,893 $338K
Ofi Invest Asset Management 0.00% Add +157.8% 2,052 $338K
Private Wealth Asset Management, LLC 0.04% No change 1,890 $338K
J. Team Financial, Inc. 0.34% Add +0.3% 1,884 $337K
Sigma Planning Corp 0.01% Reduce -5.2% 1,883 $336K
High Note Wealth, LLC 0.07% No change 1,871 $334K
Bessemer Group Inc. 0.00% Add +39.7% 1,873 $334K
Geneos Wealth Management Inc. 0.01% Add +1.9% 1,868 $334K
M.E. Allison & Co., Inc. 0.23% No change 1,857 $332K
Kestra Private Wealth Services, LLC 0.00% Reduce -11.3% 1,833 $327K
FourThought Financial Partners, LLC 0.03% Reduce -11.2% 1,819 $325K
Gallacher Capital Management LLC 0.13% No change 1,813 $324K
Sovran Advisors, LLC 0.03% Reduce -19.5% 1,508 $317K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -21.1% 1,598 $315K
Arax Advisory Partners 0.01% Reduce -55.9% 1,762 $315K
Procyon Advisors, LLC 0.02% Add +1.7% 1,758 $314K
Bridgewater Advisors Inc. 0.02% Add +4.5% 1,460 $311K
Profund Advisors LLC 0.01% Reduce -15.2% 1,733 $309K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -5.4% 1,725 $308K
Siemens Fonds Invest GmbH 0.02% No change 1,692 $307K
Global Retirement Partners, LLC 0.01% Add +26.9% 1,715 $306K
D.A. Davidson & Co. 0.00% Add +4.3% 1,710 $305K
Citizens Financial Group Inc. 0.00% Reduce -7.9% 1,682 $300K
Tiaa Trust, National Association 0.00% Reduce -3.5% 1,676 $299K
Hantz Financial Services, Inc. 0.00% Add +5.9% 1,662 $297K
Tema ETFs LLC 0.02% Reduce -0.2% 1,663 $297K
Centiva Capital, LP 0.02% New 1,634 $292K
Investment Partners Asset Management, Inc. 0.18% Reduce -2.3% 1,624 $290K
BayBridge Capital Group, LLC 0.18% No change 1,602 $286K
Paulson Wealth Management Inc. 0.07% Reduce -11.1% 1,602 $286K
Kathmere Capital Management, LLC 0.02% Add +14.4% 1,602 $286K
Compound Planning, Inc. 0.01% Reduce -2.6% 1,593 $285K
Catalina Capital Group, LLC 0.17% No change 1,585 $283K
First Bank & Trust 0.05% No change 1,581 $282K
J.W. Cole Advisors, Inc. 0.01% Reduce -26.5% 1,722 $281K
111 Capital 0.06% New 1,555 $278K
Prime Capital Investment Advisors, LLC 0.00% Reduce -28.7% 1,551 $277K
Tiemann Investment Advisors, LLC 0.11% Reduce -14.4% 1,550 $277K
Csenge Advisory Group 0.01% Reduce -13.5% 1,547 $276K
Robeco Schweiz AG 0.01% No change 1,546 $276K
Catalyst Investment Management LLC 0.26% — 1,531 $273K
Pflug Koory, LLC 0.13% No change 1,514 $270K
Covenant Asset Management, LLC 0.05% No change 1,505 $269K
Quantum Financial Advisors, LLC 0.03% Add +0.1% 1,503 $268K
Paradigm Asset Management Co. LLC 0.06% Reduce -11.8% 1,500 $268K
First Interstate Bank 0.01% No change 1,500 $268K
HighPoint Advisor Group LLC 0.01% Reduce -5.5% 1,499 $268K
Cahaba Wealth Management, Inc. 0.02% No change 1,492 $266K
Spinnaker Trust 0.01% Add +22.0% 1,464 $261K
Tobam 0.06% New 1,461 $261K
Clark Asset Management, LLC 0.03% No change 1,444 $258K
First Western Trust Bank 0.01% No change 1,444 $258K
Pinnacle Bancorp, Inc. 0.08% No change 1,440 $257K
Linden Thomas Advisory Services, LLC 0.03% Reduce -1.4% 1,431 $256K
Wealthcare Advisory Partners LLC 0.01% Add +5.6% 1,414 $253K
Sheridan Capital Management, LLC 0.13% No change 1,410 $252K
NewEdge Wealth, LLC 0.00% New 1,408 $251K
Wealthspire Advisors, LLC 0.00% Add +251.0% 1,404 $251K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.35% New 1,400 $250K
Plan Group Financial, LLC 0.06% No change 1,400 $250K
Ehrlich Financial Group 0.14% No change 1,396 $249K
Claret Asset Management Corp 0.03% Reduce -0.2% 1,393 $249K
Cullen Investment Group, LTD. 0.03% Add +0.3% 1,250 $249K
HBK Sorce Advisory LLC 0.01% Add +0.6% 1,127 $249K
Saxon Interests, Inc. 0.09% Reduce -32.6% 1,393 $249K
Mutual Advisors, LLC 0.01% Add +4.2% 1,381 $247K
Bryn Mawr Trust Advisors, LLC 0.01% Add +4.9% 1,374 $245K
Community Bank & Trust, Waco, Texas 0.05% No change 1,370 $245K
Basepoint Wealth LLC 0.15% Reduce -44.2% 1,367 $244K
Valeo Financial Advisors, LLC 0.01% Add +4.7% 1,357 $242K
Trust Asset Management LLC 0.02% Reduce -3.5% 1,356 $242K
Marex Group Ltd 0.00% Add +3.6% 1,350 $241K
Moseley Investment Management Inc. 0.07% No change 1,347 $241K
Stratos Wealth Partners, LTD. 0.00% Add +3.3% 1,335 $238K
Genus Capital Management Inc. 0.03% Reduce -92.7% 1,333 $238K
Phillips Wealth Planners LLC 0.19% Reduce -9.5% 1,103 $238K
Texas Capital Bank Wealth Management Services Inc 0.01% Add +1.9% 1,327 $237K
Edmp, Inc. 0.19% No change 1,322 $236K
Balefire, LLC 0.05% New 1,321 $236K
Signature Estate & Investment Advisors LLC 0.00% No change 1,314 $235K
EntryPoint Capital, LLC 0.09% New 1,311 $234K
Pinnacle Associates Ltd. 0.00% Reduce -0.4% 1,310 $234K
Patton Fund Management, Inc. 0.03% Reduce -10.3% 1,306 $233K
Diversify Wealth Management, LLC 0.01% Add +1.8% 1,120 $233K
Badgley Phelps Wealth Managers, LLC 0.00% No change 1,304 $233K
Ieq Capital, LLC 0.00% Reduce -0.4% 1,297 $232K
Apollon Wealth Management, LLC 0.00% Add +8.4% 1,291 $231K
Ferguson Wellman Capital Management, Inc. 0.00% No change 1,285 $229K
Congress Asset Management Co. 0.00% Reduce -77.8% 1,283 $229K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 1,282 $229K
Kingswood Wealth Advisors, LLC 0.01% Reduce -4.7% 1,278 $228K
Seven Mile Advisory 0.04% Reduce -60.0% 1,278 $228K
Rossby Financial, LCC 0.07% Reduce -4.9% 1,257 $224K
Intrust Bank NA 0.02% Reduce -1.6% 1,257 $224K
Whittier Trust Co. 0.00% No change 1,135 $224K
Evercore Wealth Management, LLC 0.00% No change 1,230 $220K
Blue Trust, Inc. 0.00% Reduce -2.8% 1,218 $218K
Meeder Advisory Services, Inc. 0.01% New 1,207 $216K
Trajan Wealth LLC 0.01% Reduce -4.8% 1,204 $215K
Beacon Bank & Trust 0.04% No change 1,200 $214K
Fort Sheridan Advisors LLC 0.03% No change 1,200 $214K
Interchange Capital Partners, LLC 0.04% New 1,195 $213K
Christensen, King & Associates Investment Services, Inc. 0.09% Reduce -4.3% 1,187 $212K
Money Concepts Capital Corp. 0.01% Reduce -1.6% 1,180 $211K
PCM Encore, LLC 0.04% — 1,175 $210K
Cary Street Partners Investment Advisory LLC 0.06% Add +432.7% 1,172 $209K
Strategic Advisory Partners, LLC 0.17% — 1,169 $209K
Moneco Advisors, LLC 0.02% Reduce -1.8% 1,161 $207K
Mirabella Financial Services LLP 0.02% New 1,157 $207K
CreativeOne Wealth, LLC 0.01% Reduce -84.6% 1,157 $206K
Cigna Investments Inc. 0.03% No change 1,154 $206K
Cornerstone Wealth Group, LLC 0.01% New 1,149 $205K
Goodman Advisory Group, LLC 0.05% No change 1,148 $205K
Journey Strategic Wealth LLC 0.01% Add +0.7% 1,146 $205K
Harbour Investments, Inc. 0.00% Reduce -14.2% 1,138 $203K
AlphaCore Capital LLC 0.00% New 1,135 $203K
Werba Rubin Papier Wealth Management 0.05% New 1,131 $202K
Focus Financial Network, Inc. 0.01% No change 1,126 $201K
Huntington National Bank 0.00% Reduce -3.4% 1,123 $201K
Leonteq Securities AG 0.01% Add +123.3% 1,081 $193K
Allworth Financial LP 0.00% Add +42.5% 1,063 $190K
Richardson Capital Management LLC 0.09% No change 1,000 $179K
Colonial Trust Co / SC 0.02% Add +22.1% 940 $168K
Cullen/Frost Bankers, Inc. 0.00% Add +28.6% 934 $167K
Ostrum Asset Management 0.01% Reduce -25.0% 854 $153K
Johnson Financial Group, Inc. 0.01% Reduce -0.5% 848 $151K
Capital Advisors, Ltd. LLC 0.02% No change 817 $146K
Activest Wealth Management 0.03% Reduce -3.6% 806 $144K
Zions Bancorporation, National Association 0.01% Add +197.3% 767 $137K
Archer Investment Corp 0.03% Reduce -69.7% 739 $132K
Valley National Advisers Inc. 0.02% Reduce -33.9% 717 $127K
Spire Wealth Management 0.00% Reduce -48.6% 704 $126K
SageView Advisory Group, LLC 0.00% New 703 $126K
DT Investment Partners, LLC 0.01% No change 694 $124K
Quent Capital, LLC 0.01% Reduce -2.5% 667 $119K
Dorato Capital Management 0.08% — 520 $107K
Transamerica Financial Advisors, LLC 0.01% Reduce -7.3% 601 $107K
Plante Moran Financial Advisors, LLC 0.01% No change 594 $106K
Harbor Investment Advisory, LLC 0.01% Reduce -3.3% 593 $106K
State of Wyoming 0.01% Reduce -19.1% 570 $102K
Brown, Lisle/Cummings, Inc. 0.02% No change 560 $100K
Oakworth Capital, Inc. 0.01% No change 530 $95K
EverSource Wealth Advisors, LLC 0.00% Reduce -7.3% 530 $95K
IFP Advisors, Inc 0.00% Reduce -45.7% 526 $94K
UMB Bank, n.a. 0.00% Add +1.2% 515 $92K
ORG Partners LLC 0.02% Add +3.3% 470 $84K
Asset Dedication, LLC 0.01% No change 468 $84K
Anchor Investment Management, LLC 0.01% Reduce -31.5% 435 $78K
AdvisorNet Financial, Inc 0.00% Add +0.2% 415 $74K
Bogart Wealth, LLC 0.00% Reduce -0.7% 409 $73K
Richardson Financial Services Inc. 0.02% Add +13.0% 401 $72K
Camelot Portfolios, LLC 0.04% New 400 $72K
Rosenberg Matthew Hamilton 0.01% Reduce -29.8% 395 $71K
Caitong International Asset Management Co., Ltd 0.02% New 390 $70K
Torren Management, LLC 0.03% — 354 $63K
CYBER HORNET ETFs LLC 0.04% Add +6.2% 342 $61K
Cromwell Holdings LLC 0.03% No change 341 $61K
Pinnacle Wealth Planning Services, Inc. 0.01% New 336 $60K
Evermay Wealth Management LLC 0.01% Reduce -45.0% 330 $59K
SBI Securities Co., Ltd. 0.00% Reduce -0.3% 330 $59K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 317 $57K
Ameriflex Group, Inc. 0.03% Add +4.3% 315 $56K
Winnacle Wealth LLC 0.04% Reduce -94.2% 309 $55K
Sentry Investment Management LLC 0.03% No change 274 $49K
Root Financial Partners, LLC 0.00% Add +11.0% 272 $49K
Clearstead Trust, LLC 0.01% Reduce -2.6% 264 $47K
Capital Analysts, LLC 0.00% No change 265 $47K
Bell Investment Advisors, Inc 0.01% Add +1.2% 262 $47K
Wealth Enhancement Trust Services, Inc. 0.01% — 262 $47K
AlphaQuest LLC 0.00% Reduce -74.6% 260 $46K
Centennial Bank 0.02% No change 254 $45K
Sittner & Nelson, LLC 0.02% No change 200 $44K
Kozak & Associates, Inc. 0.01% No change 202 $40K
NFSG Corp 0.01% Add +0.5% 206 $37K
Bartlett & Co. Wealth Management LLC 0.00% No change 201 $36K
Costello Asset Management, INC 0.01% No change 200 $36K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +81.8% 200 $36K
HM Payson & Co. 0.00% No change 200 $36K
Clean Yield Group 0.01% No change 192 $34K
Triumph Capital Management 0.01% New 188 $34K
Keating Financial Advisory Services, Inc. 0.00% — 187 $33K
Summit Securities Group LLC 0.01% Reduce -15.0% 181 $32K
Vermillion & White Wealth Management Group, LLC 0.02% No change 180 $32K
True Wealth Design, LLC 0.01% Add +22.2% 176 $31K
DV Equities, LLC 0.01% — 175 $31K
Parkside Financial Bank & Trust 0.00% Reduce -25.4% 170 $30K
MidFirst Bank 0.00% — 168 $30K
Smithfield Trust Co 0.00% No change 160 $29K
Strategic Wealth Partners, Ltd. 0.00% Reduce -24.8% 152 $27K
Front Row Advisors LLC 0.01% No change 150 $27K
Atlantic Union Bankshares Corp 0.00% Add +51.5% 147 $26K
Red Tortoise LLC 0.01% No change 144 $26K
Groupe la Francaise 0.00% No change 137 $24K
Covestor Ltd 0.01% Reduce -80.6% 129 $24K
JFS Wealth Advisors, LLC 0.00% Add +29.1% 133 $24K
Evolution Advisers, Inc. 0.01% No change 132 $23K
Entrust Financial LLC 0.02% — 124 $22K
Foster Dykema Cabot & Partners, LLC 0.00% No change 122 $22K
Reflection Asset Management 0.01% — 114 $20K
Virtus Advisers, LLC 0.01% Reduce -88.1% 114 $20K
Navalign, LLC 0.01% New 114 $20K
Golden State Wealth Management, LLC 0.00% No change 110 $20K
Medallion Wealth Advisors, LLC 0.01% No change 110 $20K
Atwood & Palmer Inc. 0.00% No change 108 $19K
Manchester Capital Management LLC 0.00% Reduce -1.9% 106 $19K
Cape Investment Advisory, Inc. 0.01% Add +1187.5% 103 $18K
CVA Family Office, LLC 0.00% Add +1.0% 102 $18K
Lodestone Wealth Management LLC 0.01% New 101 $18K
Citizens National Bank Trust Department 0.00% No change 100 $18K
American National Bank & Trust 0.00% New 94 $17K
Private Wealth Management Group, LLC 0.00% No change 90 $16K
GW&K Investment Management, LLC 0.00% Add +4.8% 88 $16K
Tidemark, LLC 0.00% No change 84 $15K
Westside Investment Management, Inc. 0.00% No change 84 $15K
MCF Advisors LLC 0.00% No change 84 $15K
Fortitude Family Office, LLC 0.00% Add +2.6% 80 $14K
CBIZ Investment Advisory Services, LLC 0.00% New 80 $14K
FWL Investment Management, LLC 0.00% New 79 $14K
Contravisory Investment Management, Inc. 0.00% No change 78 $14K
CoreCap Advisors, LLC 0.00% Reduce -12.5% 77 $14K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.3% 77 $14K
WealthCollab, LLC 0.01% No change 74 $13K
Steigerwald, Gordon & Koch Inc. 0.00% No change 74 $13K
Caitlin John, LLC 0.01% Reduce -83.0% 74 $13K
Legacy Wealth Managment, LLC 0.01% Add +775.0% 70 $13K
Ancora Advisors LLC 0.00% Reduce -2.9% 68 $12K
Abound Wealth Management 0.00% Add +1.5% 67 $12K
Key Financial Inc 0.00% No change 62 $11K
Financial Management Professionals, Inc. 0.00% No change 60 $11K
TD Private Client Wealth LLC 0.00% Reduce -4.8% 59 $11K
Valued Wealth Advisors LLC 0.00% Add +9.6% 57 $10K
WPG Advisers, LLC 0.01% New 56 $10K
Prosperity Bancshares Inc 0.01% — 55 $10K
South Plains Financial, Inc. 0.01% No change 52 $9K
Sachetta, LLC 0.01% No change 51 $9K
Millstone Evans Group, LLC 0.01% No change 51 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +25.0% 50 $9K
First Command Advisory Services, Inc. 0.00% New 48 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 46 $8K
Signature Equity Partners, LLC 0.00% — 45 $8K
Grove Bank & Trust 0.00% No change 44 $8K
Addison Advisors LLC 0.00% Add +82.6% 42 $8K
Cornerstone Planning Group LLC 0.00% Reduce -93.1% 35 $7K
Rothschild Investment LLC 0.00% Add +29.0% 40 $7K
Basecamp Wealth Advisors LLC 0.00% — 38 $7K
Darwin Wealth Management, LLC 0.00% No change 36 $6K
Aster Capital Management (DIFC) Ltd 0.00% New 35 $6K
Meeder Asset Management Inc. 0.00% Reduce -50.0% 35 $6K
Quattro Advisors LLC 0.00% — 34 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 34 $6K
Dunhill Financial, LLC 0.00% Add +6.9% 31 $6K
SJS Investment Consulting Inc. 0.00% Reduce -88.2% 30 $5K
Hilltop National Bank 0.00% No change 30 $5K
Webster Bank, N. A. 0.00% No change 28 $5K
Avion Wealth 0.00% Reduce -14.7% 29 $5K
Salomon & Ludwin, LLC 0.00% Reduce -56.9% 25 $5K
Howard Hughes Medical Institute 0.00% No change 26 $5K
Altshuler Shaham Ltd 0.00% Add +4.5% 23 $4K
Elevation Wealth Partners, LLC 0.00% Reduce -24.1% 22 $4K
MV Capital Management, Inc. 0.00% Add +5.0% 21 $4K
Ares Financial Consulting, LLC 0.00% — 20 $4K
Bruce G. Allen Investments, LLC 0.00% No change 20 $4K
Operose Advisors LLC 0.00% No change 20 $4K
Toth Financial Advisory Corp. 0.00% No change 20 $4K
Flagship Harbor Advisors, LLC 0.00% New 20 $4K
Quaker Wealth Management, LLC 0.00% Add +6.3% 17 $3K
Rialto Wealth Management, LLC 0.00% Reduce -5.6% 17 $3K
T. Rowe Price Investment Management, Inc. 0.00% Add +25.0% 15 $3K
IMA Advisory Services, Inc. 0.00% New 16 $3K
Maseco LLP 0.00% New 15 $3K
Raffa Wealth Management, LLC 0.00% Add +114.3% 15 $3K
SouthState Bank Corp 0.00% Reduce -81.0% 15 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +66.7% 15 $3K
IMG Wealth Management, Inc. 0.00% New 13 $2K
Physician Wealth Advisors, Inc. 0.00% Add +20.0% 12 $2K
Cornerstone Financial Management LLC 0.00% — 12 $2K
Winthrop Capital Management, LLC 0.00% Add +12.5% 9 $2K
Pacific Center for Financial Services 0.00% No change 10 $2K
Kilter Group LLC 0.00% Reduce -21.4% 11 $2K
Optima Capital LLC 0.00% New 11 $2K
CGC Financial Services, LLC 0.00% No change 10 $2K
Retirement Wealth Solutions LLC 0.00% Reduce -55.0% 9 $2K
International Assets Investment Management, LLC 0.00% New 9 $2K
Hilton Head Capital Partners, LLC 0.00% — 8 $1K
TFC Financial Management, Inc. 0.00% No change 7 $1K
1015 Capital Partners, LLC 0.00% — 7 $1K
HFM Investment Advisors, LLC 0.00% Reduce -14.3% 6 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6 $1K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 4 $856
Principia Wealth Advisory, LLC 0.00% Add +33.3% 4 $714
Aventura Private Wealth, LLC 0.00% No change 4 $714
Bare Financial Services, Inc 0.00% No change 4 $714
Hughes Financial Services, LLC 0.00% No change 4 $714
Seneschal Advisors, LLC 0.00% Reduce -25.0% 3 $536
Aspect Partners, LLC 0.00% No change 3 $536
American Capital Advisory, LLC 0.00% Add +50.0% 3 $536
DecisionPoint Financial, LLC 0.00% No change 3 $536
Stephens Consulting, LLC 0.00% New 2 $358
Davis Capital Management 0.00% Add +100.0% 2 $357
Atlantic Private Wealth, LLC 0.00% New 2 $357
Luken Investment Analytics, LLC 0.00% New 2 $357
Nemes Rush Group LLC 0.00% New 2 $357
United Financial Planning Group LLC 0.00% New 1 $179
WestEnd Advisors, LLC 0.00% Reduce -66.7% 1 $179
SHP Wealth Management 0.00% — 1 $179

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