Williams-SonomaWSM

13F holders, Q1 2026 (March 31)
931holders −16
81new positions
103sold out
8famous investors
$182.28avg. 13F price*

At the end of Q1 2026, 931 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings, down 16 from Q4 2025. 81 opened new positions and 103 sold out. The largest holders were BlackRock, Inc. ($2.1B), Aristotle Capital Management, LLC ($2.0B) and Vanguard Capital Management LLC ($1.4B). 8 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions81$71.7M
Exits103$223.4M

All 13F filers, Q4 2025 → Q1 2026: 7,271,573 shares bought and 6,550,534 shares sold, net +721,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 931 holders

BlackRock, Inc. 0.04% Reduce -2.3% 11,594,826 $2.1B
Aristotle Capital Management, LLC 4.25% Add +22.0% 11,140,471 $2.0B
Vanguard Capital Management LLC 0.04% — 7,763,405 $1.4B
Blackhill Capital Inc. 72.12% Reduce -0.1% 7,684,524 $1.4B
Vanguard Portfolio Management LLC 0.06% — 6,005,471 $1.1B
State Street Corp. 0.04% Reduce -3.9% 5,794,102 $1.1B
FMR LLC 0.04% Add +6.1% 4,154,933 $757.6M
Geode Capital Management, LLC 0.04% Add +8.0% 3,778,233 $693.9M
First Trust Advisors LP 0.35% Add +9.2% 2,664,580 $485.8M
Invesco Ltd. 0.03% Add +7.2% 1,781,183 $324.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -9.6% 1,735,408 $316.4M
Victory Capital Management Inc. 0.19% Add +44.0% 1,608,762 $293.3M
Northern Trust Corp. 0.04% Reduce -3.7% 1,605,920 $292.8M
Dimensional Fund Advisors LP 0.06% Add +1.4% 1,479,064 $269.6M
Boston Partners 0.23% Reduce -4.2% 1,228,331 $223.7M
Bank of America Corp. 0.01% Add +102.8% 1,108,589 $202.1M
Morgan Stanley 0.01% Reduce -1.7% 1,056,318 $192.6M
Leonard Green & Partners, L.P. 6.59% No change 1,000,000 $182.3M
Voya Investment Management LLC 0.22% Reduce -8.4% 997,159 $181.5M
Principal Financial Group Inc. 0.10% Reduce -2.6% 988,254 $180.2M
Captrust Financial Advisors 0.30% Add +7.8% 942,732 $171.9M
Goldman Sachs Group Inc. 0.02% Add +2.5% 903,386 $164.7M
Nordea Investment Management AB 0.15% Reduce -8.2% 892,639 $159.8M
Bank of New York Mellon Corp 0.03% Reduce -3.8% 819,855 $149.5M
JPMorgan Chase & Co. 0.01% Add +75.0% 841,412 $148.8M
D. E. Shaw & Co. 0.12% Reduce -42.8% 801,844 $146.2M
Charles Schwab Investment Management Inc. 0.02% Add +2.2% 782,238 $142.6M
UBS Group AG 0.02% Add +8.7% 748,401 $136.5M
Deutsche Bank AG 0.04% Add +18.3% 728,236 $132.8M
Renaissance Technologies 0.19% Add +13.3% 680,500 $124.1M
Vanguard Fiduciary Trust Co. 0.03% — 673,402 $122.8M
Caisse de depot et placement du Quebec 0.20% Add +14.0% 670,808 $122.3M
Legal & General Group Plc 0.03% Reduce -5.2% 651,658 $118.8M
Nuveen, LLC 0.03% Reduce -43.7% 632,735 $115.4M
Jacobs Levy Equity Management, Inc. 0.41% Reduce -10.6% 530,239 $96.7M
Amundi 0.03% Reduce -10.8% 504,457 $92.0M
Assetmark, Inc. 0.18% Add +4.6% 477,064 $87.0M
Truist Financial Corp. 0.12% Add +6.5% 475,524 $86.7M
Envestnet Asset Management Inc. 0.02% Add +10.0% 438,999 $80.0M
American Century Companies Inc. 0.04% Add +0.8% 437,708 $79.8M
Clark Capital Management Group, Inc. 0.45% Add +17.4% 401,711 $73.2M
Robeco Institutional Asset Management B.V. 0.10% Reduce -10.1% 391,621 $71.4M
Quantinno Capital Management LP 0.12% Add +10.1% 380,862 $69.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Reduce -26.9% 380,851 $69.4M
Wells Fargo & Company 0.01% Add +21.5% 373,856 $68.2M
Pacer Advisors, Inc. 0.19% Add +2.0% 369,808 $67.4M
Citigroup Inc. 0.04% Add +87.1% 359,398 $65.5M
Swiss National Bank 0.04% Add +4.9% 350,300 $63.9M
Vest Financial, LLC 0.75% Add +13.5% 342,710 $62.5M
Pictet Asset Management Holding SA 0.06% Add +156.1% 322,583 $58.8M
Schroder Investment Management Group 0.05% Add +11.1% 311,178 $56.7M
Franklin Resources Inc. 0.01% Add +27.2% 272,581 $49.7M
BNP Paribas Financial Markets 0.03% Reduce -7.6% 272,156 $49.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +9.1% 272,026 $49.6M
HSBC Holdings PLC 0.03% Add +0.8% 269,461 $49.1M
National Pension Service 0.04% Reduce -31.1% 265,363 $48.4M
Gotham Asset Management 0.15% Add +28.7% 265,257 $48.4M
AQR Capital Management 0.02% Add +33.3% 268,212 $48.3M
Vanguard Global Advisers, LLC 0.03% — 261,062 $47.6M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -7.0% 260,320 $47.5M
Advisors Capital Management, LLC 0.55% Add +2.4% 254,501 $46.4M
Thrivent Financial for Lutherans 0.09% Add +5071.9% 250,735 $45.7M
Barclays PLC 0.02% Reduce -6.8% 247,943 $45.2M
California Public Employees Retirement System 0.03% Add +8.9% 241,412 $44.0M
Select Equity Group, L.P. 0.23% Add +0.3% 233,063 $42.5M
Boston Trust Walden Corp 0.35% Reduce -16.6% 231,277 $42.2M
T. Rowe Price Associates Inc. 0.00% Reduce -4.4% 229,549 $41.9M
Rhumbline Advisers 0.04% Reduce -5.1% 226,235 $41.2M
Voloridge Investment Management, LLC 0.16% Add +128.2% 223,341 $40.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.30% Add +33.3% 218,900 $39.9M
Raymond James Financial Inc. 0.01% Reduce -19.6% 215,126 $39.1M
Russell Investments Group, Ltd. 0.04% Add +4.5% 213,491 $38.8M
Reik & Co., LLC 10.37% Reduce -0.1% 206,215 $37.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% — 204,098 $37.2M
Glenmede Trust Co. NA 0.17% Reduce -18.2% 188,906 $34.4M
Corient Private Wealth LP 0.05% Add +34.6% 178,256 $32.1M
Modera Wealth Management, LLC 0.38% Reduce -4.9% 175,768 $32.0M
Moran Wealth Management, LLC 0.96% Reduce -12.8% 172,560 $31.5M
Edgemoor Investment Advisors, Inc. 2.48% Reduce -1.2% 171,742 $31.3M
California State Teachers Retirement System 0.03% Reduce -3.7% 168,581 $30.7M
Systematic Financial Management LP 0.69% Reduce -2.0% 164,521 $30.0M
Citadel Advisors 0.02% Reduce -61.2% 162,301 $29.6M
Railway Pension Investments Ltd 0.40% Reduce -13.1% 155,700 $28.4M
Pacific Heights Asset Management LLC 0.92% No change 150,000 $27.3M
KBC Group NV 0.07% Reduce -43.1% 148,715 $27.1M
Rodgers Brothers Inc. 2.95% Reduce -1.3% 139,999 $25.5M
Treasurer of the State of North Carolina 0.08% Add +6.3% 135,947 $24.8M
Handelsbanken Fonder AB 0.08% Add +13.3% 135,220 $24.7M
PFA Pension, Forsikringsaktieselskab 0.07% Reduce -6.9% 135,207 $24.7M
Investment House LLC 1.26% Reduce -0.1% 133,295 $24.3M
Aberdeen Group plc 0.04% Reduce -1.7% 131,055 $23.9M
First Long Island Investors, LLC 1.93% Reduce -1.0% 130,608 $23.8M
Nisa Investment Advisors, LLC 0.08% Add +0.2% 122,127 $22.3M
Ameriprise Financial Inc. 0.01% Reduce -2.9% 120,047 $21.9M
Alliancebernstein L.P. 0.01% Reduce -5.0% 118,903 $21.2M
McRae Capital Management Inc. 4.35% Reduce -9.3% 115,133 $21.0M
Aviva PLC 0.04% Add +2.6% 114,470 $20.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -5.3% 114,371 $20.9M
Winmill & Co. Inc. 5.89% No change 111,994 $20.4M
PNC Financial Services Group, Inc. 0.01% Reduce -1.2% 109,891 $20.0M
Royal Bank of Canada 0.00% Reduce -10.7% 108,905 $19.9M
State Board of Administration of Florida Retirement System 0.04% Reduce -0.7% 108,117 $19.7M
Aware Super Pty Ltd as trustee of Aware Super 0.30% — 107,674 $19.6M
Bank of Montreal 0.01% Reduce -12.7% 106,838 $19.5M
New York State Teachers Retirement System 0.04% Add +0.1% 104,572 $19.1M
Intech Investment Management LLC 0.19% Add +9.6% 104,451 $19.0M
HighTower Advisors, LLC 0.02% Add +2.5% 87,816 $16.0M
Illinois Municipal Retirement Fund 0.20% Reduce -7.8% 87,441 $15.9M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +6.5% 87,078 $15.9M
Hook Mill Capital Partners, LP 1.37% Reduce -21.4% 85,151 $15.5M
Sei Investments Co. 0.01% Add +21.7% 83,409 $15.2M
LPL Financial LLC 0.00% Add +3.8% 83,398 $15.2M
Tocqueville Asset Management L.P. 0.22% Add +57.9% 82,501 $15.0M
Linscomb Wealth, Inc. 0.67% Reduce -23.0% 82,430 $15.0M
SEB Asset Management AB 0.06% — 79,613 $14.5M
Thomas Story & Son LLC 5.41% Reduce -0.8% 77,237 $14.1M
State of Wisconsin Investment Board 0.03% Reduce -23.5% 75,064 $13.7M
Distillate Capital Partners LLC 0.71% Add +0.1% 74,184 $13.5M
New York State Common Retirement Fund 0.02% Reduce -4.6% 73,295 $13.4M
Ingalls & Snyder LLC 0.46% Add +1.9% 71,525 $13.0M
Natixis Advisors, LLC 0.02% Add +102.5% 70,868 $12.9M
CANADA LIFE ASSURANCE Co 0.02% Add +2.0% 68,922 $12.6M
Adage Capital Partners Gp, L.L.C. 0.02% Add +3.8% 68,500 $12.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -7.6% 67,260 $12.3M
Sequoia Financial Advisors, LLC 0.07% Add +14.5% 66,559 $12.1M
KLP Kapitalforvaltning As 0.05% No change 66,100 $12.1M
National Bank of Canada 0.01% Add +15.6% 65,209 $11.9M
Millennium Management 0.01% Reduce -47.5% 65,122 $11.9M
Asset Management One Co., Ltd. 0.03% Add +20.5% 64,396 $11.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.22% Reduce -15.3% 63,564 $11.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +75.4% 60,499 $11.0M
Vanguard Investments Australia, Ltd. 0.03% — 59,769 $10.9M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -4.8% 58,811 $10.7M
Creative Planning 0.01% Add +50.1% 58,572 $10.7M
Prudential Financial Inc. 0.01% Reduce -5.8% 57,709 $10.5M
Acadian Asset Management LLC 0.01% Reduce -2.9% 57,651 $10.5M
US Bancorp \de 0.01% Reduce -3.5% 57,479 $10.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -9.3% 57,019 $10.4M
Royal London Asset Management Ltd. 0.02% Reduce -0.5% 56,557 $10.3M
Focus Partners Wealth 0.01% Reduce -3.5% 55,895 $10.3M
Cary Street Partners Financial LLC 0.25% Add +0.2% 55,451 $10.1M
Grace & White Inc. 1.81% No change 55,430 $10.1M
EFG International AG 0.22% Add +1.4% 54,792 $10.0M
HS Management Partners, LLC 3.39% Reduce -34.9% 53,088 $9.7M
Sienna Gestion 0.62% No change 53,725 $9.6M
PDT Partners, LLC 0.56% Add +53.8% 52,318 $9.5M
Swiss Life Asset Management Ltd 0.05% Reduce -23.0% 51,092 $9.3M
Evexia Wealth LLC 2.54% Add +10.5% 47,722 $9.2M
Nicholas Company, Inc. 0.18% No change 50,539 $9.2M
Oddo BHF Asset Management Sas 0.36% Add +0.7% 49,980 $9.1M
Squarepoint Ops LLC 0.02% Add +1430.6% 49,682 $9.1M
Coston, McIsaac & Partners 2.04% Reduce -1.6% 49,494 $9.0M
Fisher Asset Management 0.00% Reduce -4.5% 49,303 $9.0M
Danske Bank A/S 0.02% Reduce -2.0% 48,102 $8.8M
United Capital Management of KS, Inc. 1.33% New 48,025 $8.8M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -2.5% 47,759 $8.7M
Y-Intercept (Hong Kong) Ltd 0.17% Add +1844.3% 47,733 $8.7M
Nomura Asset Management Co. Ltd. 0.02% Add +0.2% 47,685 $8.7M
Dividend Assets Capital, LLC 1.72% Reduce -3.5% 47,340 $8.6M
Korea Investment CORP 0.02% Reduce -43.8% 47,280 $8.6M
Tredje AP-fonden 0.05% Add +249.6% 46,185 $8.4M
Bank of Nova Scotia 0.01% Add +45.0% 45,863 $8.4M
CIBC Bancorp USA Inc. 0.01% — 45,578 $8.3M
JGP Wealth Management, LLC 0.86% Add +11.8% 45,266 $8.3M
Radnor Capital Management, LLC 1.20% Add +0.6% 44,526 $8.1M
Empowered Funds, LLC 0.05% New 44,195 $8.1M
TD Asset Management Inc 0.01% Add +1.6% 43,887 $8.0M
Glassy Mountain Advisors, Inc. 2.48% Reduce -0.1% 43,799 $8.0M
Prudential PLC 0.06% Reduce -17.5% 42,601 $7.8M
Resona Asset Management Co.,Ltd. 0.04% Add +0.0% 42,420 $7.7M
Cerity Partners LLC 0.01% Reduce -51.6% 41,690 $7.6M
AlpenGlobal Capital LLC 4.83% — 41,610 $7.6M
State of New Jersey Common Pension Fund D 0.03% No change 40,834 $7.4M
SFE Investment Counsel 1.19% Add +16.2% 40,816 $7.4M
Cetera Investment Advisers 0.01% Reduce -4.1% 40,715 $7.4M
State of Michigan Retirement System 0.04% Reduce -1.7% 40,500 $7.4M
Public Employees Retirement System of Ohio 0.02% Reduce -3.2% 40,373 $7.4M
Telos Capital Management, Inc. 0.69% Reduce -0.8% 39,705 $7.2M
Ensign Peak Advisors, Inc 0.01% Reduce -8.6% 39,688 $7.2M
Commonwealth Equity Services, LLC 0.01% Reduce -14.1% 39,641 $7.2M
Goelzer Investment Management, Inc. 0.35% Reduce -0.2% 39,573 $7.2M
Susquehanna International Group, LLP 0.01% Add +32.3% 38,491 $7.0M
Hamilton Point Investment Advisors, LLC 1.07% Reduce -0.6% 38,136 $7.0M
Van Eck Associates Corp. 0.01% Add +2.7% 37,608 $6.9M
Voleon Capital Management LP 0.15% Add +70.9% 36,917 $6.7M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -8.2% 36,747 $6.7M
Pathstone Holdings, LLC 0.03% Reduce -0.6% 36,714 $6.7M
Storebrand Asset Management As 0.02% Reduce -20.1% 35,687 $6.5M
Toronto Dominion Bank 0.01% Reduce -13.7% 35,125 $6.4M
Man Group plc 0.01% Reduce -72.5% 34,859 $6.4M
B & T Capital Management DBA Alpha Capital Management 0.91% Reduce -2.4% 34,292 $6.3M
Dana Investment Advisors, Inc. 0.19% Reduce -0.7% 34,266 $6.2M
SG Americas Securities, LLC 0.01% Add +60.0% 34,223 $6.2M
Seascape Capital Management 1.78% Add +0.2% 33,847 $6.2M
Beacon Pointe Advisors, LLC 0.03% Add +2.8% 32,583 $5.9M
Czech National Bank 0.04% Add +1.2% 32,513 $5.9M
Arizona State Retirement System 0.03% Reduce -3.0% 32,447 $5.9M
Andra AP-fonden 0.07% Reduce -86.5% 32,305 $5.9M
Promethos Capital, LLC 1.57% Reduce -5.8% 32,137 $5.9M
Vanguard Personalized Indexing Management, LLC 0.06% Add +9.4% 32,012 $5.8M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.09% Reduce -20.1% 31,761 $5.8M
State of Tennessee, Department of Treasury 0.02% No change 31,418 $5.7M
O'shaughnessy Asset Management, LLC 0.03% Add +1.2% 30,495 $5.6M
Impax Asset Management Group plc 0.04% Reduce -10.6% 29,582 $5.4M
CIBC Asset Management Inc 0.01% Add +1.8% 29,415 $5.4M
M&T Bank Corp 0.02% Add +10.1% 29,218 $5.3M
Bell & Brown Wealth Advisors, LLC 1.72% Reduce -2.4% 29,049 $5.3M
Level Four Advisory Services, LLC 0.17% Reduce -4.1% 29,031 $5.3M
Westwood Holdings Group Inc. 0.04% Add +116.4% 28,616 $5.2M
MetLife Investment Management, LLC 0.03% Reduce -4.7% 28,596 $5.2M
Roberts Wealth Advisors, LLC 1.31% Add +3.0% 28,198 $5.1M
Lazard Asset Management LLC 0.01% Add +10.0% 28,187 $5.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -16.2% 28,024 $5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -1.8% 27,809 $5.1M
State of Alaska, Department of Revenue 0.05% Reduce -0.9% 27,761 $5.1M
IFM Investors Pty Ltd 0.04% Add +4.6% 27,707 $5.1M
Eurizon Capital SGR S.p.A. 0.02% New 27,742 $5.0M
Elo Mutual Pension Insurance Co 0.08% Add +2.8% 27,482 $5.0M
Ofi Invest Asset Management 0.07% Add +1419.7% 31,184 $5.0M
Tabor Asset Management, LP 1.96% Reduce -6.2% 26,779 $4.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -4.8% 26,604 $4.8M
Ilmarinen Mutual Pension Insurance Co 0.04% Add +31.6% 26,322 $4.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +12.3% 25,613 $4.7M
Retirement Systems of Alabama 0.02% Reduce -2.1% 25,351 $4.6M
DNB Asset Management AS 0.02% Add +11.1% 25,298 $4.6M
Kensington Investment Counsel, LLC 2.21% Reduce -41.1% 25,223 $4.6M
Martin Capital Advisors, LLP 2.82% Add +0.3% 24,512 $4.5M
Kerusso Capital Management LLC 2.23% Reduce -6.7% 24,402 $4.4M
Jones Financial Companies LLLP 0.00% Add +229.1% 25,133 $4.4M
Xponance LLC 0.03% Add +14.2% 24,140 $4.4M
Daiwa Securities Group Inc. 0.01% Add +3.7% 24,138 $4.4M
Cunning Capital Partners, LP 2.21% No change 23,863 $4.4M
Soltis Investment Advisors LLC 0.28% Add +24.8% 23,722 $4.3M
Woodline Partners LP 0.02% Add +42.3% 23,383 $4.3M
Mackenzie Financial Corp. 0.01% Add +2.8% 23,294 $4.2M
Avidian Wealth Enterprises, LLC 0.13% New 23,218 $4.2M
Laird Norton Wetherby Trust Company, LLC 0.09% Reduce -0.3% 23,113 $4.2M
Tidal Investments LLC 0.01% Add +25.3% 23,086 $4.2M
JLB & Associates Inc. 0.60% Add +30.4% 23,050 $4.2M
Regatta Capital Group, LLC 0.63% Add +7.7% 22,919 $4.2M
Blair William & Co. 0.01% Reduce -1.0% 22,714 $4.1M
Mercer Global Advisors Inc. 0.01% Add +6.3% 22,640 $4.1M
Romano Brothers and Company 0.47% Reduce -0.7% 22,585 $4.1M
Amalgamated Bank 0.03% Reduce -10.8% 22,544 $4.1M
Centric Wealth Management 0.82% Add +0.3% 23,379 $4.1M
Coldstream Capital Management Inc. 0.05% Reduce -4.9% 22,392 $4.1M
Great Diamond Partners, LLC 0.78% Add +2.8% 22,344 $4.1M
ING Groep NV 0.02% New 22,197 $4.0M
FIL Ltd 0.00% Add +7.5% 22,084 $4.0M
Macquarie Group Ltd. 0.02% Add +1.3% 21,618 $3.9M
XTX Topco Ltd 0.07% Add +79.6% 21,248 $3.9M
Lakewood Asset Management LLC 2.48% Reduce -25.0% 21,246 $3.9M
Federated Hermes, Inc. 0.01% Add +1.0% 21,007 $3.8M
Boothbay Fund Management, LLC 0.09% Reduce -21.4% 20,460 $3.7M
DekaBank Deutsche Girozentrale 0.01% No change 20,344 $3.7M
Neuberger Berman Group LLC 0.00% Add +5.1% 20,197 $3.7M
Fifth Third Bancorp 0.01% Add +122.6% 20,071 $3.7M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -80.4% 20,042 $3.7M
Sig Brokerage, LP 1.03% New 20,037 $3.7M
Entropy Technologies, LP 0.17% Add +3.4% 20,024 $3.7M
Beacon Investment Advisory Services, Inc. 0.15% No change 19,828 $3.6M
Insight Inv LLC 1.93% Reduce -2.5% 19,338 $3.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -16.9% 19,333 $3.5M
Public Sector Pension Investment Board 0.01% Add +21.7% 19,232 $3.5M
Vontobel Holding Ltd. 0.01% Add +2.5% 19,134 $3.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -12.2% 19,625 $3.5M
ProShare Advisors LLC 0.01% Reduce -21.7% 18,875 $3.4M
Manning & Napier Advisors LLC 0.05% Reduce -1.3% 18,809 $3.4M
Utah Retirement Systems 0.03% Reduce -4.3% 18,696 $3.4M
OMERS ADMINISTRATION Corp 0.02% Add +15.8% 18,658 $3.4M
Evolve Private Wealth, LLC 0.18% Reduce -2.3% 18,592 $3.4M
M. Kulyk & Associates, LLC 0.63% Add +1.2% 18,533 $3.4M
Zurich Insurance Group Ltd 0.03% No change 18,500 $3.4M
Westerkirk Capital Inc. 0.36% Reduce -5.1% 18,488 $3.4M
Precedent Wealth Partners, LLC 0.67% Add +2.8% 18,252 $3.3M
Osaic Holdings, Inc. 0.00% Reduce -6.7% 18,109 $3.3M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -0.8% 17,972 $3.3M
Havemeyer Place LP 0.37% New 17,582 $3.2M
Quadrature Capital Ltd 0.04% New 17,576 $3.2M
NEOS Investment Management LLC 0.02% Add +10.2% 17,484 $3.2M
Stifel Financial Corp. 0.00% Reduce -3.3% 17,234 $3.1M
Rakuten Investment Management, Inc. 0.01% Add +10.6% 17,717 $3.1M
Greatmark Investment Partners, Inc. 0.37% Add +7.6% 17,093 $3.1M
Cumberland Partners Ltd 0.23% Reduce -30.6% 16,980 $3.1M
Edgestream Partners, L.P. 0.10% Add +48.9% 16,951 $3.1M
Stonebridge Capital Management Inc. 1.39% — 16,750 $3.1M
BLI - Banque de Luxembourg Investments 0.09% No change 17,100 $3.1M
Cibc World Market Inc. 0.01% Reduce -6.2% 16,668 $3.0M
New York Life Investment Management LLC 0.03% Reduce -0.7% 16,620 $3.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -23.7% 16,458 $3.0M
Jain Global LLC 0.04% New 16,192 $3.0M
Canada Pension Plan Investment Board 0.00% Add +11.8% 16,100 $2.9M
Abn Amro Investment Solutions 0.04% Reduce -0.1% 15,903 $2.9M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.5% 15,867 $2.9M
Vision Capital Management, Inc. 0.36% Reduce -0.4% 15,597 $2.8M
Allstate Corp. 0.03% Add +72.9% 15,436 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.9% 15,338 $2.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -32.7% 15,459 $2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +0.2% 15,014 $2.7M
MML Investors Services, LLC 0.01% Add +7.9% 14,983 $2.7M
Parsons Capital Management Inc. 0.12% Reduce -1.0% 14,977 $2.7M
Walleye Capital LLC 0.02% Add +633.8% 14,947 $2.7M
Stiles Financial Services Inc 0.83% Reduce -0.8% 14,840 $2.7M
Ethic Inc. 0.04% Add +8.7% 14,750 $2.7M
Genus Capital Management Inc. 0.31% Add +996.3% 14,614 $2.7M
Janus Henderson Group PLC 0.00% Reduce -5.9% 14,527 $2.6M
Kestra Advisory Services, LLC 0.01% Add +9.1% 14,485 $2.6M
Freestone Grove Partners LP 0.02% New 14,272 $2.6M
UniSuper Management Pty Ltd 0.02% Reduce -3.2% 14,029 $2.6M
Elyxium Wealth, LLC 0.82% Add +1.2% 14,019 $2.6M
Sheets Smith Wealth Management 0.29% Reduce -2.4% 13,892 $2.5M
Credit Agricole S A 0.01% Add +11.6% 13,680 $2.5M
Palumbo Wealth Management LLC 0.61% Reduce -47.5% 13,676 $2.5M
Oregon Public Employees Retirement Fund 0.03% Reduce -2.1% 13,640 $2.5M
Vision Financial Markets LLC 2.40% Reduce -0.7% 13,500 $2.5M
Twin Capital Management Inc. 0.32% Add +2.6% 13,471 $2.5M
Advisors Asset Management, Inc. 0.04% Reduce -4.4% 13,453 $2.5M
Gladstone Institutional Advisory LLC 0.09% Reduce -16.7% 13,231 $2.4M
Verition Fund Management LLC 0.02% Reduce -43.4% 13,051 $2.4M
Shulman DeMeo Asset Management LLC 0.51% Reduce -0.9% 13,051 $2.4M
Vident Advisory, LLC 0.02% Add +26.4% 13,038 $2.4M
OP Asset Management Ltd 0.02% Reduce -6.9% 12,728 $2.3M
Hennessy Advisors Inc. 0.08% New 12,700 $2.3M
Mutual of America Capital Management LLC 0.03% Reduce -2.9% 12,696 $2.3M
Old National Bancorp 0.04% Reduce -17.8% 12,687 $2.3M
Peapack Gladstone Financial Corp. 0.03% Reduce -4.5% 12,654 $2.3M
Yousif Capital Management, LLC 0.03% Reduce -4.9% 12,487 $2.3M
QRG Capital Management, Inc. 0.02% Reduce -3.0% 12,485 $2.3M
Triasima Portfolio Management inc. 0.34% New 12,275 $2.2M
Bokf, NA 0.03% Reduce -47.6% 12,232 $2.2M
Cascade Investment Advisors, Inc. 1.31% Reduce -0.3% 12,163 $2.2M
Wellington Management Group LLP 0.00% Reduce -98.0% 12,057 $2.2M
Public Employees Retirement Association of Colorado 0.01% No change 11,981 $2.2M
CI Investments Inc. 0.01% Add +109.1% 11,783 $2.1M
Summit Trail Advisors, LLC 0.03% Add +12.5% 11,746 $2.1M
Eurizon SLJ Capital Ltd 1.01% Reduce -7.2% 11,984 $2.1M
DAVENPORT & Co LLC 0.01% Reduce -1.2% 11,523 $2.1M
North Star Investment Management Corp. 0.13% Add +0.1% 11,456 $2.1M
Marshall Wace, LLP 0.00% New 11,410 $2.1M
Caprock Group, LLC 0.05% Reduce -15.2% 11,331 $2.1M
Kintegral Advisory, LLC 0.19% Reduce -4.2% 10,942 $2.0M
Ironwood Investment Management LLC 0.83% Add +0.5% 10,926 $2.0M
Mediolanum International Funds Ltd 0.02% Add +0.6% 11,262 $2.0M
Legacy Bridge, LLC 0.71% Add +3.5% 10,271 $1.9M
Fulton Bank, N.A. 0.07% Reduce -2.2% 10,210 $1.9M
ASR Vermogensbeheer N.V. 0.02% Add +1.6% 10,200 $1.9M
Pinebridge Investments LLC 0.02% Reduce -72.4% 10,002 $1.8M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -5.2% 9,897 $1.8M
Venturi Wealth Management, LLC 0.08% Reduce -1.7% 9,814 $1.8M
Mogy Joel R Investment Counsel Inc. 0.11% Reduce -2.5% 9,775 $1.8M
Gateway Investment Advisers LLC 0.02% Reduce -48.0% 9,635 $1.8M
Commerce Bank 0.01% Add +2.8% 9,605 $1.8M
MAI Capital Management 0.01% Add +0.4% 9,538 $1.7M
Candriam S.C.A. 0.01% Reduce -13.2% 9,508 $1.7M
TD Waterhouse Canada Inc. 0.01% Reduce -3.5% 9,604 $1.7M
Albion Financial Group 0.11% Add +11.0% 9,486 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 9,462 $1.7M
Great Lakes Advisors, LLC 0.01% Reduce -1.4% 9,450 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Reduce -18.6% 9,378 $1.7M
Gulf International Bank (UK) Ltd 0.04% Add +51.4% 9,195 $1.7M
Strategic Investment Advisors / MI 0.12% Add +7.9% 9,166 $1.7M
Virtus Investment Advisers, LLC 0.46% Reduce -4.6% 9,113 $1.7M
Rafferty Asset Management, LLC 0.01% Reduce -29.3% 8,893 $1.6M
Private Advisor Group, LLC 0.01% Add +6.5% 8,853 $1.6M
Novare Capital Management LLC 0.13% Reduce -1.6% 8,814 $1.6M
Gateway Wealth Partners, LLC 0.06% Add +337.6% 8,753 $1.6M
Investment Management Corp of Ontario 0.02% Reduce -11.7% 8,585 $1.6M
Choreo, LLC 0.02% Add +102.6% 8,401 $1.5M
Generali Asset Management SPA SGR 0.03% Add +12.6% 8,308 $1.5M
Inscription Capital, LLC 0.16% Reduce -1.5% 8,258 $1.5M
Jefferies Financial Group Inc. 0.02% Reduce -38.6% 8,222 $1.5M
Bank of Stockton 0.46% Reduce -36.8% 8,215 $1.5M
Ritholtz Wealth Management 0.03% Reduce -1.1% 8,201 $1.5M
Eukles Asset Management 0.66% Reduce -37.1% 8,109 $1.5M
Lido Advisors, LLC 0.01% Add +14.4% 8,055 $1.5M
Park Avenue Securities LLC 0.01% Add +12.0% 8,019 $1.5M
Chase Investment Counsel Corp. 0.38% No change 8,000 $1.5M
Modern Wealth Management, LLC 0.02% Reduce -3.7% 7,970 $1.4M
Sterling Capital Management LLC 0.03% Reduce -27.3% 7,716 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.9% 7,647 $1.4M
Norinchukin Bank, The 0.02% Reduce -2.8% 7,643 $1.4M
GMO 0.00% Add +30.5% 7,641 $1.4M
OneDigital Investment Advisors LLC 0.01% Reduce -56.2% 7,615 $1.4M
Banque Transatlantique SA 0.03% New 7,593 $1.4M
Quadrant Capital Group LLC 0.04% Add +0.6% 7,551 $1.4M
Foster & Motley Inc. 0.07% Reduce -4.8% 7,503 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -93.5% 7,501 $1.4M
Trivant Custom Portfolio Group, LLC 0.74% Reduce -1.7% 7,406 $1.4M
Rockefeller Capital Management L.P. 0.00% Add +14.3% 7,397 $1.3M
Pinnacle Financial Partners, Inc. 0.01% Add +1.2% 7,365 $1.3M
Accent Capital Management, LLC 0.64% Reduce -2.2% 7,297 $1.3M
Assenagon Asset Management S.A. 0.00% Add +3.4% 7,256 $1.3M
Schnieders Capital Management, Llc. 0.21% Reduce -6.3% 7,240 $1.3M
Mizuho Securities USA LLC 0.03% Reduce -18.6% 7,217 $1.3M
Knollwood Investment Advisory, LLC 0.13% No change 7,188 $1.3M
Horizon Investments, LLC 0.01% Add +15.5% 7,074 $1.3M
Round Hill Asset Management 0.82% Reduce -4.4% 6,832 $1.2M
Ashton Thomas Private Wealth, LLC 0.03% Add +1.8% 6,769 $1.2M
Hartford Investment Management Co. 0.04% Reduce -3.5% 6,762 $1.2M
Gleason Group, Inc. 0.12% Reduce -46.7% 6,760 $1.2M
LRT Capital Management, LLC 1.14% Reduce -14.7% 6,696 $1.2M
Jane Street Group, LLC 0.00% Add +5.7% 6,652 $1.2M
Westmount Partners, LLC 0.30% Add +4.3% 6,598 $1.2M
Principal Securities, Inc. 0.02% Add +20.8% 6,587 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -7.7% 6,555 $1.2M
1834 Investment Advisors Co. 0.15% Reduce -9.2% 6,545 $1.2M
Lombard Odier Asset Management (Switzerland) SA 0.04% New 6,442 $1.2M
Tilia Fiduciary Partners, Inc. 0.65% Reduce -5.4% 6,440 $1.2M
Oppenheimer & Co. Inc. 0.01% Add +0.4% 6,397 $1.2M
Banque Cantonale Vaudoise 0.04% Reduce -33.6% 6,350 $1.2M
Huntington National Bank 0.01% Add +465.5% 6,351 $1.2M
Alamar Capital Management, LLC 0.70% Reduce -6.8% 6,325 $1.2M
AG2R La Mondiale Gestion D'actifs 0.05% New 6,237 $1.1M
Impact Investors, Inc 0.78% Reduce -28.3% 6,145 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -1.6% 6,100 $1.1M
Capstone Investment Advisors, LLC 0.01% New 6,056 $1.1M
E. Ohman J:or Asset Management AB 0.03% Add +9.0% 6,036 $1.1M
HB Wealth Management, LLC 0.01% Add +13.8% 6,020 $1.1M
Brighton Jones LLC 0.02% New 6,003 $1.1M
Truvestments Capital LLC 0.20% Reduce -10.8% 5,999 $1.1M
GS Investments, Inc. 0.62% Reduce -2.3% 5,906 $1.1M
Hunter Associates Investment Management LLC 0.14% Add +0.1% 5,829 $1.1M
Maryland State Retirement & Pension System 0.02% No change 5,848 $1.1M
Signature Wealth Management Group 0.40% Reduce -61.2% 5,819 $1.1M
New Mexico Educational Retirement Board 0.03% No change 5,800 $1.1M
Redwood Investment Management, LLC 0.13% Reduce -6.0% 5,760 $1.1M
Archford Capital Strategies, LLC 0.12% Add +3.3% 5,719 $1.0M
DF Dent & Co. Inc. 0.02% New 5,667 $1.0M
Ballentine Partners, LLC 0.01% Add +1.2% 5,644 $1.0M
Western Wealth Management, LLC 0.04% New 5,642 $1.0M
Adkins Seale Capital Management LLC 1.01% Reduce -10.7% 5,608 $1.0M
Syon Capital LLC 0.05% Reduce -5.5% 5,606 $1.0M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -29.9% 5,566 $1.0M
Formidable Asset Management, LLC 0.16% Reduce -14.9% 5,673 $1.0M
Metis Global Partners, LLC 0.02% Reduce -13.9% 5,550 $1.0M
Perbak Capital Partners LLP 0.25% Add +132.7% 5,531 $1.0M
E Fund Management Co., Ltd. 0.03% — 5,529 $1.0M
Argyle Capital Partners, LLC 0.73% No change 5,524 $1.0M
PKO Investment Management Joint-Stock Co 0.08% Reduce -8.3% 5,500 $1.0M
Global X Japan Co., Ltd. 0.05% Add +4.5% 5,498 $1.0M
Ameritas Advisory Services, LLC 0.04% Add +2.0% 5,489 $1.0M
Greenleaf Trust 0.01% Add +1.1% 5,398 $984K
Penserra Capital Management LLC 0.01% Reduce -7.0% 5,399 $983K
NewEdge Advisors, LLC 0.00% Reduce -3.4% 5,347 $975K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +15.8% 5,341 $974K
Atlas Capital Advisors Inc. 0.11% Reduce -17.7% 5,290 $965K
Copeland Capital Management, LLC 0.02% Add +3.3% 5,280 $963K
Spartan Wealth Advisory Services LLC 0.08% — 5,269 $961K
Evergreen Capital Management LLC 0.02% Reduce -17.6% 5,253 $958K
Vestcor Inc 0.03% Add +5.7% 5,240 $955K
Wilmington Savings Fund Society, FSB 0.02% Reduce -1.9% 5,220 $952K
Drucker Wealth 3.0, LLC 0.16% Add +13.9% 5,176 $944K
Crossmark Global Holdings, Inc. 0.01% Reduce -2.7% 5,121 $934K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.2% 5,069 $924K
Alexander Labrunerie & Co., Inc. 0.35% No change 5,066 $924K
Patten & Patten Inc. 0.06% No change 5,040 $919K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.6% 5,091 $918K
CHICAGO TRUST Co NA 0.15% Reduce -1.3% 5,024 $916K
Baird Financial Group, Inc. 0.00% Reduce -6.5% 4,964 $905K
MCF Advisors LLC 0.04% Add +5785.7% 4,944 $901K
MUFG Securities EMEA plc 0.01% Reduce -2.0% 4,894 $892K
MWA Asset Management 0.49% Add +0.1% 4,890 $892K
Brown Brothers Harriman & Co. 0.00% Add +25.9% 4,861 $886K
Waverly Advisors, LLC 0.01% Add +9.0% 4,851 $885K
Prospera Financial Services Inc 0.01% Add +0.6% 4,846 $884K
OmniStar Financial Group, Inc. 0.46% New 4,820 $879K
Berkeley, Inc 0.29% Add +3.8% 4,778 $871K
EP Wealth Advisors, LLC 0.00% Add +31.2% 4,777 $871K
&partners 0.00% Reduce -12.7% 4,764 $870K
Farther Finance Advisors, LLC 0.01% Add +11.6% 4,615 $832K
Panagora Asset Management Inc. 0.00% No change 4,560 $831K
Qtron Investments LLC 0.11% Add +0.1% 4,519 $824K
Exchange Traded Concepts, LLC 0.01% Add +78.8% 4,514 $823K
Allianz Asset Management GmbH 0.00% Add +12.8% 4,510 $822K
LBP Am SA 0.01% Reduce -85.4% 4,485 $818K
Cwm, LLC 0.00% Add +0.6% 4,466 $814K
Saudi Central Bank 0.02% New 4,406 $803K
Diversify Wealth Management, LLC 0.01% Add +294.8% 4,422 $801K
Little House Capital LLC 0.21% New 4,391 $801K
Sowell Financial Services LLC 0.03% Add +3.1% 4,349 $793K
Merit Financial Group, LLC 0.01% Add +12.6% 4,311 $786K
Keybank National Association 0.00% Add +8.8% 4,242 $773K
PKS Advisory Services, LLC 0.18% Reduce -0.5% 4,205 $767K
McBroom & Associates, LLC 0.42% No change 4,178 $762K
Valtrion Capital Management, LLC 0.72% Reduce -1.6% 4,172 $761K
Michels Family Financial, LLC 0.54% Reduce -0.9% 4,137 $754K
Inceptionr LLC 0.18% New 4,133 $754K
NORTHSTAR ASSET MANAGEMENT Co 0.16% No change 4,000 $729K
Baker Avenue Asset Management, LP 0.02% Reduce -4.5% 3,998 $729K
Resonant Capital Advisors, LLC 0.04% Add +2.4% 3,946 $719K
Johnson Investment Counsel Inc. 0.01% Reduce -34.6% 3,905 $712K
GAMMA Investing LLC 0.03% Add +12.8% 3,901 $711K
Elevation Point Wealth Partners, LLC 0.02% New 3,867 $705K
Empirical Finance, LLC 0.03% Add +1.3% 3,860 $704K
Motley Fool Asset Management LLC 0.03% Add +2.8% 3,859 $704K
Chicago Partners Investment Group LLC 0.02% Add +5.9% 3,554 $701K
MBL Wealth, LLC 0.05% Reduce -0.8% 3,823 $697K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.9% 3,820 $697K
Burton Enright Welch 0.09% Reduce -5.8% 3,813 $695K
Ostrum Asset Management 0.04% Add +341.1% 3,767 $687K
Plato Investment Management Ltd 0.04% No change 3,674 $670K
Vise Technologies, Inc. 0.01% No change 3,731 $666K
Burford Brothers, Inc. 0.27% Reduce -1.3% 3,648 $665K
Kera Capital Partners, Inc. 0.08% Reduce -2.6% 3,645 $665K
Brown Advisory Inc. 0.00% Reduce -3.6% 3,598 $656K
Vaughan David Investments LLC 0.01% No change 3,600 $656K
Center For Asset Management LLC 0.33% Add +4.2% 3,589 $655K
Aries Wealth Management 0.14% No change 3,583 $653K
Naples Global Advisors, LLC 0.05% No change 3,578 $652K
CENTRAL TRUST Co 0.01% Reduce -0.2% 3,553 $648K
Empirical Asset Management, LLC 0.17% Reduce -0.2% 3,538 $645K
Absher Wealth Management, LLC 0.08% Reduce -0.5% 3,535 $645K
Arjuna Capital 0.16% Reduce -1.2% 3,522 $642K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% No change 3,520 $642K
AMG National Trust Bank 0.01% Reduce -7.9% 3,500 $638K
V-Square Quantitative Management LLC 0.07% Add +3.4% 3,455 $630K
Royce & Associates LP 0.01% Reduce -67.5% 3,452 $629K
Brookstone Capital Management 0.01% New 3,441 $627K
North Dakota State Investment Board 0.03% Reduce -15.6% 3,423 $624K
Aaron Wealth Advisors LLC 0.04% Reduce -46.6% 3,418 $623K
Wendell David Associates Inc. 0.07% Reduce -2.9% 3,400 $620K
Buttonwood Financial Advisors Inc. 0.20% No change 3,357 $612K
Sagespring Wealth Partners, LLC 0.01% Reduce -15.0% 3,318 $605K
Mufg Securities Americas Inc. 0.04% Add +0.7% 3,303 $602K
Praxis Investment Management Inc. 0.04% Reduce -5.7% 3,300 $602K
Elevated Capital Advisors, LLC 0.15% Reduce -22.0% 3,254 $593K
Advisor OS, LLC 0.04% Add +9.8% 3,248 $592K
CX Institutional 0.02% Reduce -1.4% 3,234 $590K
Checchi Capital Advisers, LLC 0.04% Add +4.5% 3,217 $587K
Parallel Advisors, LLC 0.01% Add +2.2% 3,203 $584K
Securian Asset Management, Inc. 0.02% Reduce -3.0% 3,186 $581K
HUB Investment Partners, LLC 0.01% Add +5.2% 3,139 $572K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -12.6% 3,126 $570K
Wealthfront Advisers LLC 0.00% Add +12.6% 3,125 $570K
Kentucky Retirement Systems Insurance Trust Fund 0.04% No change 3,117 $568K
Wbi Investments, LLC 0.16% New 3,097 $565K
Millington Securities, LLC 0.16% — 3,097 $565K
Ignite Planners, LLC 0.09% No change 3,094 $564K
Canada Post Corp Registered Pension Plan 0.02% No change 3,070 $560K
Talon Private Wealth, LLC 0.07% — 3,054 $557K
Atria Investments, Inc 0.01% Add +2.0% 3,043 $555K
DGS Capital Management, LLC 0.09% Reduce -3.5% 3,042 $555K
PCB Capital LLC 0.87% Add +1.3% 3,014 $550K
Janney Montgomery Scott LLC 0.00% Reduce -63.7% 3,001 $547K
Curat Global, LLC 0.54% Reduce -25.0% 3,000 $547K
Wahed Invest LLC 0.07% Reduce -5.5% 2,944 $537K
Signaturefd, LLC 0.01% Reduce -39.2% 2,925 $533K
Wedmont Private Capital 0.02% Add +6.2% 2,841 $533K
Norden Group LLC 0.05% Reduce -10.3% 2,876 $524K
United Capital Financial Advisors, LLC 0.00% Add +14.2% 2,873 $524K
Brooklyn Investment Group 0.02% Add +36.6% 2,850 $520K
Seven Mile Advisory 0.37% Add +122.4% 2,842 $518K
Astoria Portfolio Advisors LLC. 0.11% Reduce -6.0% 2,677 $514K
Portside Wealth Group, LLC 0.07% Reduce -3.0% 2,783 $507K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +13.6% 2,782 $507K
Focused Alpha, LLC 0.16% Reduce -2.0% 2,770 $505K
Larson Financial Group LLC 0.02% Reduce -13.8% 2,752 $502K
Alps Advisors Inc. 0.00% Add +17.5% 2,751 $502K
STRS Ohio 0.00% Reduce -3.0% 2,751 $502K
PFG Investments, LLC 0.02% Add +0.3% 2,735 $499K
Syverson Strege & Co 0.12% Reduce -1.1% 2,721 $496K
GLR Partners, LLC 0.27% — 2,701 $492K
Cullinan Associates Inc. 0.04% No change 2,700 $492K
Benchmark Financial Wealth Advisors, LLC 0.14% Add +0.3% 2,687 $490K
Jeppson Wealth Management, LLC 0.15% No change 2,683 $489K
Abacus Wealth Partners, LLC 0.04% Add +0.9% 2,675 $488K
L2 Asset Management, LLC 0.05% Reduce -5.5% 2,663 $486K
King Luther Capital Management Corp. 0.00% Add +34.7% 2,654 $484K
First Citizens Bank & Trust Co. 0.01% Add +0.3% 2,603 $475K
Certuity, LLC 0.03% Add +8.0% 2,565 $468K
Versant Capital Management, Inc 0.05% Reduce -3.4% 2,522 $460K
Legato Capital Management LLC 0.04% Reduce -39.9% 2,520 $459K
Benjamin Edwards Inc. 0.00% Reduce -3.9% 2,519 $459K
Crestwood Advisors Group, LLC 0.01% Reduce -1.6% 2,515 $459K
GM Advisory Group, LLC 0.02% No change 2,500 $456K
Baader Bank Aktiengesellschaft 0.04% New 2,650 $452K
Diversify Advisory Services, LLC 0.07% Reduce -14.1% 2,473 $448K
Alpha Omega Wealth Management LLC 0.07% No change 2,435 $444K
World Investment Advisors 0.01% Add +7.3% 2,423 $442K
Scotia Capital Inc. 0.00% Reduce -7.3% 2,422 $442K
Significant Wealth Partners LLC 0.54% New 2,412 $440K
Los Angeles Capital Management LLC 0.00% Reduce -34.6% 2,398 $437K
Asset Advisory Group, Inc. 0.22% No change 2,372 $432K
Spire Wealth Management 0.01% Add +234.4% 2,354 $429K
Private Trust Co. NA 0.04% Add +18.2% 2,336 $426K
Townsquare Capital LLC 0.10% Add +2.4% 2,327 $424K
Manske Wealth Management 0.12% No change 2,304 $420K
Princeton Global Asset Management LLC 0.07% No change 2,300 $419K
Gsa Capital Partners LLP 0.03% New 2,286 $417K
RFG Advisory, LLC 0.01% Add +1.6% 2,285 $417K
DoubleLine ETF Adviser LP 0.16% Reduce -15.3% 2,274 $415K
Aptus Capital Advisors, LLC 0.00% Add +0.0% 2,242 $409K
Proficio Capital Partners LLC 0.02% Add +0.2% 2,234 $407K
Callan Family Office, LLC 0.01% Reduce -7.9% 2,221 $405K
GeoWealth Management, LLC 0.01% Add +1.9% 2,186 $399K
Rebalance, LLC 0.02% No change 2,180 $397K
Polymer Capital Management (US) LLC 0.06% New 2,178 $397K
Renasant Bank 0.28% Reduce -7.9% 2,177 $397K
Sunrise Financial Services, LLC 0.28% No change 2,146 $391K
Consolidated Capital Management, LLC 0.13% No change 2,140 $390K
Fifth Third Wealth Advisors LLC 0.01% Reduce -7.5% 2,101 $383K
Ascent Group, LLC 0.01% Reduce -1.0% 2,100 $383K
Kingswood Wealth Advisors, LLC 0.02% Add +63.4% 2,088 $381K
Canopy Partners, LLC 0.13% Reduce -1.8% 2,088 $381K
Klingman & Associates, LLC 0.02% Add +4.3% 2,067 $377K
TCW Group Inc. 0.00% Add +1.8% 2,065 $377K
Kingsview Wealth Management, LLC 0.01% Reduce -19.6% 2,014 $367K
Confluence Wealth Services, Inc. 0.01% Reduce -7.0% 2,008 $366K
Indiana Trust & Investment Management Co 0.11% No change 2,000 $365K
RBF Capital, LLC 0.02% No change 2,000 $365K
Grant Private Wealth Management Inc 0.19% Reduce -13.6% 1,988 $362K
Hantz Financial Services, Inc. 0.01% Add +19.6% 1,987 $362K
Optas, LLC 0.05% Reduce -9.3% 1,981 $361K
Mission Wealth Management, LP 0.01% New 1,974 $360K
Smartleaf Asset Management LLC 0.01% Reduce -1.9% 2,020 $357K
NLB Skladi, upravljanje premozenja, d.o.o. 0.02% Reduce -14.0% 1,951 $356K
Keel Point, LLC 0.02% New 1,946 $355K
Smithbridge Asset Management Inc. 0.05% Reduce -53.3% 1,943 $354K
Abacus Planning Group, Inc. 0.05% Reduce -2.1% 1,935 $353K
Guggenheim Capital LLC 0.00% Reduce -22.0% 1,912 $349K
First Manhattan Co. Llc. 0.00% No change 1,910 $348K
Leonteq Securities AG 0.02% Add +76.0% 1,903 $347K
Plimoth Trust Co. LLC 0.08% No change 1,900 $346K
Sigma Planning Corp 0.01% Reduce -0.1% 1,882 $343K
Lodestone Wealth Management LLC 0.14% Add +1758.4% 1,877 $342K
Geneos Wealth Management Inc. 0.01% Add +0.2% 1,872 $341K
High Note Wealth, LLC 0.07% No change 1,871 $341K
M.E. Allison & Co., Inc. 0.22% No change 1,857 $339K
GHP Investment Advisors, Inc. 0.01% Reduce -10.8% 1,825 $333K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.7% 1,818 $331K
Lombard Odier Asset Management (USA) Corp 0.25% New 1,815 $331K
Quantbot Technologies LP 0.01% Reduce -90.8% 1,815 $331K
Clearstead Advisors, LLC 0.00% Reduce -83.8% 1,787 $326K
Balyasny Asset Management L.P. 0.00% Reduce -77.6% 1,782 $325K
American Money Management, LLC 0.05% Reduce -7.5% 1,782 $325K
Teacher Retirement System of Texas 0.00% Reduce -98.2% 1,781 $325K
CenterStar Asset Management, LLC 0.31% New 1,780 $325K
Kestra Private Wealth Services, LLC 0.00% Reduce -3.6% 1,767 $322K
Tiemann Investment Advisors, LLC 0.13% Add +12.9% 1,750 $319K
Siemens Fonds Invest GmbH 0.02% Add +3.4% 1,749 $319K
Florida Financial Advisors, LLC 0.08% Reduce -31.3% 1,740 $317K
Csenge Advisory Group 0.01% Add +11.8% 1,730 $315K
Gallacher Capital Management LLC 0.12% Reduce -4.8% 1,726 $315K
Compound Planning, Inc. 0.01% Add +7.5% 1,712 $312K
Atom Investors LP 0.02% New 1,699 $310K
Rossby Financial, LCC 0.06% Add +35.8% 1,707 $308K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 1,672 $305K
Tema ETFs LLC 0.02% Add +0.4% 1,670 $304K
J. Team Financial, Inc. 0.34% Reduce -11.9% 1,659 $303K
Procyon Advisors, LLC 0.01% Reduce -6.5% 1,643 $300K
Concurrent Investment Advisors, LLC 0.00% New 1,621 $296K
Investment Partners Asset Management, Inc. 0.18% Reduce -0.3% 1,619 $295K
D.A. Davidson & Co. 0.00% Reduce -5.6% 1,614 $294K
Paulson Wealth Management Inc. 0.07% No change 1,602 $292K
Catalina Capital Group, LLC 0.18% No change 1,585 $289K
Catalyst Investment Management LLC 0.32% Reduce -5.0% 1,454 $289K
First Bank & Trust 0.05% Reduce -0.3% 1,577 $288K
Prime Capital Investment Advisors, LLC 0.00% Add +1.6% 1,575 $287K
BayBridge Capital Group, LLC 0.18% No change 1,602 $286K
Burney Co./ 0.01% Reduce -63.2% 1,564 $285K
Mgo One Seven LLC 0.01% Reduce -40.5% 1,557 $284K
Raiffeisen Bank International AG 0.00% Reduce -78.5% 1,592 $282K
Creekside Partners 0.12% Reduce -34.4% 1,542 $281K
Apollon Wealth Management, LLC 0.00% Add +16.6% 1,505 $274K
Covenant Asset Management, LLC 0.06% Reduce -0.1% 1,503 $274K
Paradigm Asset Management Co. LLC 0.06% No change 1,500 $273K
First Interstate Bank 0.02% No change 1,500 $273K
Profund Advisors LLC 0.01% Reduce -13.6% 1,497 $273K
Cahaba Wealth Management, Inc. 0.02% No change 1,492 $272K
Quantum Financial Advisors, LLC 0.03% Reduce -0.9% 1,490 $272K
Private Wealth Asset Management, LLC 0.03% Reduce -21.2% 1,490 $272K
Spinnaker Trust 0.01% No change 1,464 $267K
Maridea Wealth Management LLC 0.04% New 1,447 $264K
Clark Asset Management, LLC 0.02% No change 1,444 $263K
First Western Trust Bank 0.01% No change 1,444 $263K
Catalyst Funds Management Pty Ltd 0.04% New 1,441 $263K
Pinnacle Bancorp, Inc. 0.08% No change 1,440 $263K
Valeo Financial Advisors, LLC 0.01% Add +5.3% 1,429 $260K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -18.0% 1,414 $258K
Sheridan Capital Management, LLC 0.14% Add +0.1% 1,411 $257K
Plan Group Financial, LLC 0.06% No change 1,400 $255K
Ehrlich Financial Group 0.15% No change 1,396 $255K
Linden Thomas Advisory Services, LLC 0.02% Reduce -2.6% 1,394 $254K
Claret Asset Management Corp 0.03% No change 1,393 $254K
Sanchez Gaunt Capital Management, LLC 0.16% — 1,393 $254K
Arax Advisory Partners 0.01% Reduce -21.4% 1,385 $253K
Trust Asset Management LLC 0.02% No change 1,356 $247K
Texas Capital Bank Wealth Management Services Inc 0.01% Add +2.0% 1,353 $247K
Ieq Capital, LLC 0.00% Add +4.0% 1,349 $246K
111 Capital 0.06% Reduce -13.7% 1,342 $245K
Wealthcare Advisory Partners LLC 0.00% Reduce -5.2% 1,340 $244K
Balefire, LLC 0.05% Add +1.0% 1,334 $243K
Community Bank & Trust, Waco, Texas 0.05% Reduce -1.5% 1,350 $243K
FourThought Financial Partners, LLC 0.02% Reduce -27.1% 1,326 $242K
Meeder Advisory Services, Inc. 0.01% Add +9.7% 1,324 $241K
Signature Estate & Investment Advisors LLC 0.00% Reduce -0.1% 1,313 $239K
Moseley Investment Management Inc. 0.08% Reduce -2.6% 1,312 $239K
Patton Fund Management, Inc. 0.04% No change 1,306 $238K
Pinnacle Associates Ltd. 0.00% Reduce -0.4% 1,305 $238K
Badgley Phelps Wealth Managers, LLC 0.00% No change 1,304 $238K
Pflug Koory, LLC 0.11% Reduce -15.2% 1,284 $234K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 1,279 $233K
Cary Street Partners Investment Advisory LLC 0.06% Add +9.0% 1,278 $233K
Mutual Advisors, LLC 0.01% Reduce -7.5% 1,278 $233K
DRW Securities, LLC 0.01% Reduce -36.7% 1,269 $231K
Cornerstone Wealth Group, LLC 0.01% Reduce -1.0% 1,137 $230K
PCM Encore, LLC 0.05% Add +7.2% 1,259 $230K
Cullen Investment Group, LTD. 0.03% Add +0.2% 1,253 $229K
SkyOak Wealth, LLC 0.04% New 1,252 $228K
Intrust Bank NA 0.02% Reduce -1.0% 1,244 $227K
Bridgewater Advisors Inc. 0.01% Reduce -10.5% 1,307 $225K
Basepoint Wealth LLC 0.13% Reduce -9.9% 1,231 $224K
Evercore Wealth Management, LLC 0.00% No change 1,230 $224K
Kathmere Capital Management, LLC 0.01% Reduce -23.7% 1,223 $223K
Journey Strategic Wealth LLC 0.01% Add +5.9% 1,214 $221K
AlphaGrep UK Ltd 0.07% Reduce -47.7% 1,212 $221K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -24.8% 1,202 $220K
Fort Sheridan Advisors LLC 0.03% No change 1,200 $219K
Blue Trust, Inc. 0.00% Reduce -2.4% 1,189 $217K
Christensen, King & Associates Investment Services, Inc. 0.09% No change 1,187 $216K
Trajan Wealth LLC 0.01% Reduce -1.4% 1,187 $216K
Money Concepts Capital Corp. 0.01% Add +0.3% 1,183 $216K
Strategic Advisory Partners, LLC 0.17% No change 1,169 $213K
HBK Sorce Advisory LLC 0.00% Add +3.7% 1,169 $213K
Cigna Investments Inc. 0.03% No change 1,154 $211K
Phoenix Financial Ltd. 0.00% New 1,151 $210K
Beacon Bank & Trust 0.04% Reduce -4.2% 1,150 $210K
TFB Advisors LLC 0.11% New 1,134 $207K
Whittier Trust Co. 0.00% Reduce -1.6% 1,117 $204K
Paragon Capital Management Ltd 0.04% New 1,114 $203K
Apella Capital, LLC 0.00% New 1,019 $202K
Allworth Financial LP 0.00% Add +4.2% 1,108 $202K
Tower Research Capital LLC (TRC) 0.01% Reduce -84.0% 1,052 $192K
Whipplewood Advisors, LLC 0.10% Reduce -49.7% 1,006 $183K
Richardson Capital Management LLC 0.09% No change 1,000 $182K
Southern Michigan Bank & Trust 0.07% — 1,000 $182K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -93.5% 1,000 $182K
Bessemer Group Inc. 0.00% Reduce -47.7% 979 $178K
EverSource Wealth Advisors, LLC 0.01% Add +79.8% 953 $174K
Colonial Trust Co / SC 0.02% No change 940 $171K
Cullen/Frost Bankers, Inc. 0.00% No change 934 $170K
Advisory Services Network, LLC 0.00% New 883 $161K
Activest Wealth Management 0.03% Add +1.7% 820 $150K
Capital Advisors, Ltd. LLC 0.02% No change 817 $149K
IFP Advisors, Inc 0.00% Add +38.0% 726 $132K
DT Investment Partners, LLC 0.01% No change 694 $127K
Quent Capital, LLC 0.01% Add +0.3% 669 $122K
Ascentis Independent Advisors 0.01% New 660 $120K
Johnson Financial Group, Inc. 0.00% Reduce -23.6% 648 $118K
Transamerica Financial Advisors, LLC 0.01% Add +4.5% 628 $115K
Brown, Lisle/Cummings, Inc. 0.03% Add +11.1% 622 $113K
Oslo Pensjonsforsikring AS 0.02% — 606 $110K
Plante Moran Financial Advisors, LLC 0.01% No change 594 $108K
UMB Bank, n.a. 0.00% Add +12.6% 580 $106K
Harbor Investment Advisory, LLC 0.01% Reduce -2.7% 577 $105K
Harbour Investments, Inc. 0.00% Reduce -52.3% 543 $99K
Dorato Capital Management 0.07% No change 520 $98K
Valley National Advisers Inc. 0.01% Reduce -24.7% 540 $97K
Oakworth Capital, Inc. 0.01% No change 530 $97K
Alphadyne Asset Management LP 0.01% New 502 $92K
Nvwm, LLC 0.02% Reduce -90.0% 501 $91K
Richardson Financial Services Inc. 0.06% Add +20.4% 483 $88K
Asset Dedication, LLC 0.01% No change 468 $85K
Anchor Investment Management, LLC 0.01% No change 435 $79K
Bogart Wealth, LLC 0.00% Add +1.2% 414 $75K
Rosenberg Matthew Hamilton 0.01% No change 395 $72K
Mather Group, Llc. 0.00% New 389 $71K
Ameriflex Group, Inc. 0.03% Add +15.6% 364 $66K
Goodman Advisory Group, LLC 0.02% Reduce -69.0% 356 $65K
Cromwell Holdings LLC 0.04% No change 341 $62K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +0.6% 338 $62K
CYBER HORNET ETFs LLC 0.04% Reduce -2.0% 335 $60K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +3.8% 329 $60K
SBI Securities Co., Ltd. 0.00% Reduce -0.6% 328 $60K
Root Financial Partners, LLC 0.00% Add +8.8% 296 $54K
Bell Investment Advisors, Inc 0.01% Add +8.8% 285 $52K
American National Bank & Trust 0.01% Add +203.2% 285 $52K
Clearstead Trust, LLC 0.01% No change 264 $48K
Wealth Enhancement Trust Services, Inc. 0.01% No change 262 $48K
Centennial Bank 0.02% No change 254 $46K
CVA Family Office, LLC 0.00% Add +149.0% 254 $46K
State of Wyoming 0.00% Reduce -61.0% 222 $40K
Summit Securities Group LLC 0.02% Add +20.4% 218 $40K
Kozak & Associates, Inc. 0.01% No change 202 $39K
Bartlett & Co. Wealth Management LLC 0.00% Add +9.0% 219 $39K
NFSG Corp 0.01% Add +0.5% 207 $38K
Zions Bancorporation, National Association 0.00% Reduce -73.4% 204 $37K
Archer Investment Corp 0.01% Reduce -72.7% 202 $37K
Sittner & Nelson, LLC 0.01% No change 200 $36K
Costello Asset Management, INC 0.01% No change 200 $36K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 200 $36K
HM Payson & Co. 0.00% No change 200 $36K
Triumph Capital Management 0.01% No change 188 $34K
Parkside Financial Bank & Trust 0.00% Add +4.7% 178 $32K
MidFirst Bank 0.00% Add +5.4% 177 $32K
Millstone Evans Group, LLC 0.02% Add +229.4% 168 $31K
Ballast Advisors LLC 0.01% New 165 $30K
Smithfield Trust Co 0.00% No change 160 $29K
True Wealth Design, LLC 0.01% Reduce -10.2% 158 $29K
Keating Financial Advisory Services, Inc. 0.00% Reduce -15.5% 158 $29K
Opal Wealth Advisors, LLC 0.01% New 153 $28K
Strategic Wealth Partners, Ltd. 0.00% No change 152 $28K
Front Row Advisors LLC 0.01% No change 150 $27K
Salem Investment Counselors Inc. 0.00% New 150 $27K
Atlantic Union Bankshares Corp 0.00% No change 147 $27K
Red Tortoise LLC 0.01% No change 144 $26K
JFS Wealth Advisors, LLC 0.00% Add +3.8% 138 $25K
TIAA Wealth Investment Management LLC 0.00% — 134 $24K
Evolution Advisers, Inc. 0.01% No change 132 $24K
IMG Wealth Management, Inc. 0.01% Add +861.5% 125 $23K
Entrust Financial LLC 0.02% No change 124 $23K
Foster Dykema Cabot & Partners, LLC 0.00% No change 122 $22K
Ancora Advisors LLC 0.00% Add +76.5% 120 $22K
Schonfeld Strategic Advisors LLC 0.00% New 120 $22K
Groupe la Francaise 0.00% Reduce -13.9% 118 $22K
Salomon & Ludwin, LLC 0.00% Add +368.0% 117 $21K
Fortitude Family Office, LLC 0.00% Add +38.8% 111 $20K
Golden State Wealth Management, LLC 0.00% No change 110 $20K
Medallion Wealth Advisors, LLC 0.01% No change 110 $20K
Manchester Capital Management LLC 0.00% Add +2.8% 109 $20K
Citizens National Bank Trust Department 0.00% No change 100 $18K
Virtus Advisers, LLC 0.01% Reduce -13.2% 99 $18K
GW&K Investment Management, LLC 0.00% Add +11.4% 98 $18K
Barnes Dennig Private Wealth Management LLC 0.02% New 98 $18K
Twin Peaks Wealth Advisors, LLC 0.00% New 98 $18K
Frazier Financial Advisors, LLC 0.01% New 93 $17K
Private Wealth Management Group, LLC 0.00% No change 90 $16K
Clean Yield Group 0.00% Reduce -54.2% 88 $16K
Tidemark, LLC 0.00% Add +2.4% 86 $16K
Westside Investment Management, Inc. 0.00% No change 84 $15K
Meeder Asset Management Inc. 0.00% Add +137.1% 83 $15K
Contravisory Investment Management, Inc. 0.00% No change 78 $14K
Scarborough Advisors, LLC 0.00% New 76 $14K
CoreCap Advisors, LLC 0.00% Reduce -2.6% 75 $14K
Farmers & Merchants Investments Inc. 0.00% Reduce -2.6% 75 $14K
Caitlin John, LLC 0.01% No change 74 $14K
WealthCollab, LLC 0.01% No change 74 $13K
Steigerwald, Gordon & Koch Inc. 0.00% No change 74 $13K
Accordant Advisory Group Inc 0.01% New 73 $13K
Abound Wealth Management 0.00% Add +7.5% 72 $13K
TD Private Client Wealth LLC 0.00% Add +20.3% 71 $13K
Torren Management, LLC 0.01% Reduce -80.2% 70 $13K
Legacy Wealth Managment, LLC 0.01% No change 70 $13K
Rothschild Investment LLC 0.00% Add +67.5% 67 $12K
Financial Management Professionals, Inc. 0.00% Add +6.7% 64 $12K
Key Financial Inc 0.00% No change 62 $11K
Cornerstone Planning Group LLC 0.00% Add +77.1% 62 $11K
Covestor Ltd 0.01% Reduce -55.0% 58 $11K
Park Square Financial Group, LLC 0.08% New 60 $11K
Cedar Mountain Advisors, LLC 0.00% New 58 $11K
WPG Advisers, LLC 0.01% Add +1.8% 57 $10K
Prosperity Bancshares Inc 0.01% No change 55 $10K
Essential Partners LLC 0.00% New 54 $10K
South Plains Financial, Inc. 0.01% No change 52 $9K
Sachetta, LLC 0.01% No change 51 $9K
Owl Creek Wealth Partners LLC 0.00% — 49 $9K
Joseph Group Capital Management 0.00% New 49 $9K
First Command Advisory Services, Inc. 0.00% No change 48 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -6.0% 47 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 46 $8K
Addison Advisors LLC 0.00% Add +7.1% 45 $8K
Valued Wealth Advisors LLC 0.00% Reduce -24.6% 43 $8K
Timothy G. Youngquist 2020 Irrevocable Trust 0.00% New 42 $8K
Dunhill Financial, LLC 0.00% Add +22.6% 38 $7K
SJS Investment Consulting Inc. 0.00% Add +23.3% 37 $7K
Darwin Wealth Management, LLC 0.00% No change 36 $7K
JPL Wealth Management, LLC 0.00% New 34 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 34 $6K
Signature Equity Partners, LLC 0.00% Reduce -26.7% 33 $6K
Avion Wealth 0.00% Add +13.8% 33 $6K
JDM Financial Group LLC 0.00% New 31 $6K
Hilltop National Bank 0.00% No change 30 $5K
LRI Investments, LLC 0.00% New 30 $5K
Stone House Investment Management, LLC 0.00% New 29 $5K
Kemnay Advisory Services Inc. 0.00% New 28 $5K
Webster Bank, N. A. 0.00% No change 28 $5K
Operose Advisors LLC 0.00% Add +10.0% 22 $4K
Altshuler Shaham Ltd 0.00% Reduce -4.3% 22 $4K
Rialto Wealth Management, LLC 0.00% Add +23.5% 21 $4K
MV Capital Management, Inc. 0.00% No change 21 $4K
Bruce G. Allen Investments, LLC 0.00% No change 20 $4K
Physician Wealth Advisors, Inc. 0.00% Add +66.7% 20 $4K
Toth Financial Advisory Corp. 0.00% No change 20 $4K
Ares Financial Consulting, LLC 0.00% No change 20 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +26.7% 19 $3K
Retirement Wealth Solutions LLC 0.00% Add +88.9% 17 $3K
Raffa Wealth Management, LLC 0.00% Add +13.3% 17 $3K
Heritage Wealth Advisors 0.00% New 17 $3K
Elevation Wealth Partners, LLC 0.00% Reduce -27.3% 16 $3K
Maseco LLP 0.00% No change 15 $3K
Cornerstone Financial Management LLC 0.00% Add +25.0% 15 $3K
IMA Advisory Services, Inc. 0.00% Reduce -6.3% 15 $3K
Financial Life Planners 0.00% New 13 $2K
NBT Bank, N.A. 0.00% New 12 $2K
Winthrop Capital Management, LLC 0.00% No change 9 $2K
Pacific Center for Financial Services 0.00% No change 10 $2K
Kilter Group LLC 0.00% Reduce -9.1% 10 $2K
CGC Financial Services, LLC 0.00% No change 10 $2K
Lanark Financial, Inc. 0.00% New 10 $2K
Washington Trust Advisors, Inc. 0.00% New 10 $2K
SHP Wealth Management 0.00% Add +900.0% 10 $2K
Hilton Head Capital Partners, LLC 0.00% No change 8 $1K
Vermillion Wealth Management, Inc. 0.00% New 8 $1K
SouthState Bank Corp 0.00% Reduce -46.7% 8 $1K
1015 Capital Partners, LLC 0.00% No change 7 $1K
HFM Investment Advisors, LLC 0.00% Add +16.7% 7 $1K
International Assets Investment Management, LLC 0.00% Reduce -22.2% 7 $1K
Synergy Investment Management, LLC 0.00% New 6 $1K
Hughes Financial Services, LLC 0.00% Add +50.0% 6 $1K
First Horizon Corp. 0.00% New 6 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6 $1K
Principia Wealth Advisory, LLC 0.00% Add +25.0% 5 $912
American Capital Advisory, LLC 0.00% Add +66.7% 5 $912
Quaker Wealth Management, LLC 0.00% Reduce -70.6% 5 $912
TFC Financial Management, Inc. 0.00% Reduce -28.6% 5 $912
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 4 $729
Aspect Partners, LLC 0.00% Add +33.3% 4 $729
Aventura Private Wealth, LLC 0.00% No change 4 $729
Bare Financial Services, Inc 0.00% No change 4 $729
AdvisorNet Financial, Inc 0.00% Reduce -99.0% 4 $729
Seneschal Advisors, LLC 0.00% No change 3 $547
TopTier Wealth Management, LLC 0.00% New 3 $547
Burk Holdings LLC 0.00% New 3 $547
DecisionPoint Financial, LLC 0.00% No change 3 $547
Atlantic Private Wealth, LLC 0.00% No change 2 $365
Westfuller Advisors, LLC 0.00% New 2 $365
Nemes Rush Group LLC 0.00% No change 2 $365
First Pacific Financial 0.00% New 1 $183
Portus Wealth Advisors, LLC 0.00% New 1 $182
Davis Capital Management 0.00% Reduce -50.0% 1 $182
WestEnd Advisors, LLC 0.00% No change 1 $182

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