Williams-SonomaWSM

13F holders, Q2 2026 (June 30)
1,005holders +74
140new positions
64sold out
8famous investors
$233.16avg. 13F price*

At the end of Q2 2026, 1,005 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings, up 74 from Q1 2026. 140 opened new positions and 64 sold out. The largest holders were BlackRock, Inc. ($2.7B), Aristotle Capital Management, LLC ($2.6B) and Vanguard Capital Management LLC ($1.8B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions140$191.6M
Exits64$103.4M

All 13F filers, Q1 2026 → Q2 2026: 6,046,447 shares bought and 6,688,507 shares sold, net −642,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,005 holders

BlackRock, Inc. 0.04% Reduce -1.7% 11,394,517 $2.7B
Aristotle Capital Management, LLC 5.41% Reduce -0.8% 11,057,269 $2.6B
Vanguard Capital Management LLC 0.04% Reduce -0.9% 7,692,533 $1.8B
Blackhill Capital Inc. 74.32% Reduce 0.0% 7,684,278 $1.8B
Vanguard Portfolio Management LLC 0.07% Add +3.2% 6,200,281 $1.4B
State Street Corp. 0.04% Add +1.9% 5,906,785 $1.4B
Geode Capital Management, LLC 0.05% Add +1.0% 3,815,020 $897.3M
First Trust Advisors LP 0.38% Add +4.7% 2,790,554 $650.5M
Norges Bank 0.04% — 1,757,080 $409.6M
Invesco Ltd. 0.03% Reduce -5.2% 1,688,888 $393.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -5.7% 1,636,136 $381.4M
FMR LLC 0.02% Reduce -61.1% 1,616,247 $376.7M
Northern Trust Corp. 0.04% Reduce -2.9% 1,559,183 $363.4M
Dimensional Fund Advisors LP 0.06% Add +2.7% 1,519,215 $354.2M
Nuveen, LLC 0.08% Add +134.1% 1,481,007 $345.2M
Victory Capital Management Inc. 0.19% Reduce -9.8% 1,450,284 $338.1M
Boston Partners 0.30% Add +17.5% 1,442,945 $335.5M
Morgan Stanley 0.01% Add +8.5% 1,145,937 $267.1M
UBS Group AG 0.04% Add +52.8% 1,143,600 $266.6M
Principal Financial Group Inc. 0.13% Add +15.7% 1,143,429 $266.5M
Bank of America Corp. 0.02% Add +2.3% 1,134,453 $264.4M
Nordea Investment Management AB 0.20% Add +15.0% 1,026,887 $241.3M
Voya Investment Management LLC 0.24% Add +3.4% 1,030,777 $239.9M
Leonard Green & Partners, L.P. 24.23% No change 1,000,000 $233.1M
Captrust Financial Advisors 0.34% Add +0.3% 946,038 $220.5M
Goldman Sachs Group Inc. 0.02% Add +3.3% 933,359 $217.6M
D. E. Shaw & Co. 0.14% Add +12.2% 899,723 $209.7M
Bank of New York Mellon Corp 0.03% Reduce -1.3% 809,109 $188.6M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.3% 779,781 $181.8M
Deutsche Bank AG 0.05% Reduce -1.8% 714,811 $166.6M
Vanguard Fiduciary Trust Co. 0.03% Reduce -1.5% 663,193 $154.6M
JPMorgan Chase & Co. 0.01% Reduce -29.4% 593,806 $143.9M
Legal & General Group Plc 0.03% Reduce -5.5% 615,728 $143.5M
Caisse de depot et placement du Quebec 0.20% Reduce -8.5% 613,734 $143.1M
American Century Companies Inc. 0.06% Add +26.9% 555,299 $129.4M
Pictet Asset Management Holding SA 0.11% Add +57.7% 508,706 $118.6M
Truist Financial Corp. 0.14% Add +6.6% 507,042 $118.2M
Assetmark, Inc. 0.19% Reduce -0.6% 474,021 $110.5M
Envestnet Asset Management Inc. 0.03% Add +5.2% 461,832 $107.7M
Amundi 0.03% Reduce -10.6% 451,112 $105.1M
Citigroup Inc. 0.05% Add +24.9% 448,765 $104.6M
Renaissance Technologies 0.13% Reduce -38.3% 419,900 $97.9M
Clark Capital Management Group, Inc. 0.51% Add +0.8% 405,136 $94.4M
Robeco Institutional Asset Management B.V. 0.12% Add +2.6% 401,742 $93.6M
Wells Fargo & Company 0.02% Add +3.3% 386,352 $90.1M
Quantinno Capital Management LP 0.10% Reduce -3.0% 369,394 $86.1M
Vest Financial, LLC 0.88% Add +5.1% 360,098 $83.9M
Swiss National Bank 0.04% Reduce -4.2% 335,700 $78.3M
Schroder Investment Management Group 0.05% Add +5.9% 329,454 $76.8M
Thrivent Financial for Lutherans 0.13% Add +30.2% 326,523 $76.1M
PNC Financial Services Group, Inc. 0.04% Add +181.4% 309,290 $72.1M
Gotham Asset Management 0.17% Add +16.4% 308,634 $71.9M
HSBC Holdings PLC 0.03% Add +12.1% 302,105 $70.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +6.3% 289,135 $67.4M
Citadel Advisors 0.04% Add +77.8% 288,635 $67.3M
Royal Bank of Canada 0.01% Add +160.2% 283,321 $66.0M
T. Rowe Price Associates Inc. 0.01% Add +22.1% 280,355 $65.4M
BNP Paribas Financial Markets 0.03% Add +1.3% 275,559 $64.2M
Boston Trust Walden Corp 0.49% Add +19.0% 275,152 $64.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -28.2% 273,606 $63.8M
Jacobs Levy Equity Management, Inc. 0.23% Reduce -48.4% 273,467 $63.7M
Voloridge Investment Management, LLC 0.26% Add +17.3% 261,982 $61.1M
National Pension Service 0.04% Reduce -2.0% 260,062 $60.6M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -1.2% 257,106 $59.9M
Vanguard Global Advisers, LLC 0.03% Reduce -2.7% 253,953 $59.2M
Advisors Capital Management, LLC 0.63% Reduce -0.7% 252,810 $58.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% Add +13.3% 231,172 $53.9M
California Public Employees Retirement System 0.03% Reduce -9.6% 218,347 $50.9M
Rhumbline Advisers 0.04% Reduce -5.7% 213,350 $49.7M
Raymond James Financial Inc. 0.01% Reduce -2.3% 210,113 $49.0M
Reik & Co., LLC 12.48% Reduce -0.3% 205,533 $47.9M
Glenmede Trust Co. NA 0.20% Add +0.8% 190,459 $44.4M
Barclays PLC 0.01% Reduce -25.9% 183,629 $42.8M
Zurich Insurance Group Ltd 0.29% Add +879.3% 181,169 $42.2M
AQR Capital Management 0.01% Reduce -33.0% 179,778 $41.9M
KBC Group NV 0.09% Add +18.0% 175,477 $40.9M
Edgemoor Investment Advisors, Inc. 2.73% Reduce -0.7% 170,565 $39.8M
Franklin Resources Inc. 0.01% Reduce -38.1% 168,789 $39.3M
Russell Investments Group, Ltd. 0.03% Reduce -21.3% 167,977 $39.3M
Alyeska Investment Group, L.P. 0.10% New 168,382 $39.2M
Modera Wealth Management, LLC 0.41% Reduce -5.2% 166,703 $38.9M
Logan Capital Management Inc. 1.44% — 166,130 $38.7M
Systematic Financial Management LP 0.77% Add +0.3% 165,049 $38.5M
Moran Wealth Management, LLC 1.03% Reduce -6.0% 162,177 $37.8M
Select Equity Group, L.P. 0.20% Reduce -30.6% 161,830 $37.7M
California State Teachers Retirement System 0.03% Reduce -6.1% 158,360 $36.9M
Railway Pension Investments Ltd 0.46% No change 155,700 $36.3M
Pacific Heights Asset Management LLC 1.11% No change 150,000 $35.0M
Adage Capital Partners Gp, L.L.C. 0.05% Add +114.5% 146,900 $34.2M
Handelsbanken Fonder AB 0.10% Add +8.1% 146,185 $34.1M
Hook Mill Capital Partners, LP 3.13% Add +70.1% 144,866 $33.8M
Rodgers Brothers Inc. 3.16% Reduce -0.3% 139,653 $32.6M
Treasurer of the State of North Carolina 0.08% Add +0.9% 137,227 $32.0M
Investment House LLC 1.39% Reduce -0.9% 132,046 $30.8M
Bank of Montreal 0.01% Add +23.2% 131,659 $30.7M
First Long Island Investors, LLC 2.16% Reduce -0.1% 130,525 $30.4M
PFA Pension, Forsikringsaktieselskab 0.08% Reduce -5.6% 127,600 $29.7M
Nisa Investment Advisors, LLC 0.09% Add +0.1% 122,226 $28.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +0.1% 114,504 $26.7M
Ameriprise Financial Inc. 0.01% Reduce -5.7% 113,253 $26.4M
Aviva PLC 0.04% Reduce -1.6% 112,673 $26.3M
Winmill & Co. Inc. 5.73% Reduce -0.9% 111,000 $25.9M
McRae Capital Management Inc. 5.01% Reduce -5.1% 109,271 $25.5M
State Board of Administration of Florida Retirement System 0.04% Add +0.9% 109,062 $25.4M
Aberdeen Group plc 0.04% Reduce -16.9% 108,884 $25.4M
Corient Private Wealth LP 0.03% Reduce -39.7% 107,568 $25.1M
Neuberger Berman Group LLC 0.02% Add +426.9% 106,412 $24.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.15% Reduce -52.2% 104,700 $24.4M
Alliancebernstein L.P. 0.01% Add +9.3% 129,962 $23.7M
New York State Teachers Retirement System 0.04% Reduce -4.2% 100,148 $23.3M
National Bank of Canada 0.02% Add +51.4% 98,734 $23.0M
SEB Asset Management AB 0.08% Add +11.7% 88,890 $20.7M
IMC-Chicago, LLC 0.18% New 86,128 $20.1M
HighTower Advisors, LLC 0.02% Reduce -3.0% 85,145 $19.8M
1832 Asset Management L.P. 0.02% New 82,865 $19.3M
Creative Planning 0.01% Add +41.4% 82,832 $19.3M
Squarepoint Ops LLC 0.04% Add +65.3% 82,122 $19.1M
Tocqueville Asset Management L.P. 0.25% Reduce -1.0% 81,709 $19.0M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -8.3% 79,841 $18.6M
Eurizon Capital SGR S.p.A. 0.05% Add +180.7% 77,883 $18.2M
Thomas Story & Son LLC 6.36% Reduce -0.0% 77,219 $18.0M
LPL Financial LLC 0.00% Reduce -7.9% 76,834 $17.9M
Natixis Advisors, LLC 0.02% Add +8.4% 76,799 $17.9M
Marshall Wace, LLP 0.02% Add +570.5% 76,498 $17.8M
Linscomb Wealth, Inc. 0.77% Reduce -7.8% 76,004 $17.7M
Illinois Municipal Retirement Fund 0.20% Reduce -15.1% 74,277 $17.3M
Ingalls & Snyder LLC 0.46% Add +0.3% 71,709 $16.7M
KLP Kapitalforvaltning As 0.05% Add +7.6% 71,100 $16.6M
New York State Common Retirement Fund 0.02% Reduce -5.3% 69,375 $16.2M
State of Wisconsin Investment Board 0.03% Reduce -9.3% 68,090 $15.9M
Sequoia Financial Advisors, LLC 0.08% Add +1.9% 67,858 $15.8M
CANADA LIFE ASSURANCE Co 0.03% Reduce -2.4% 67,273 $15.7M
Prudential PLC 0.10% Add +56.7% 66,764 $15.6M
Asset Management One Co., Ltd. 0.04% Add +2.2% 65,792 $15.3M
Bank of Nova Scotia 0.02% Add +43.3% 65,718 $15.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.8% 63,346 $14.8M
Swiss Life Asset Management Ltd 0.06% Add +22.3% 62,501 $14.6M
Intech Investment Management LLC 0.13% Reduce -41.0% 61,651 $14.4M
Vanguard Investments Australia, Ltd. 0.04% Add +1.4% 60,576 $14.1M
EFG International AG 0.26% Add +9.3% 59,907 $14.0M
JGP Wealth Management, LLC 1.23% Add +30.0% 58,844 $13.7M
US Bancorp \de 0.01% Add +2.1% 58,706 $13.7M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.3% 56,850 $13.3M
Prudential Financial Inc. 0.01% Reduce -2.1% 56,480 $13.2M
Oddo BHF Asset Management Sas 0.61% Add +12.8% 56,357 $13.1M
Cary Street Partners Financial LLC 0.28% Add +0.4% 55,681 $13.0M
Royal London Asset Management Ltd. 0.02% Reduce -2.6% 55,064 $12.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -3.8% 54,850 $12.8M
Focus Partners Wealth 0.01% Reduce -2.3% 54,613 $12.7M
Grace & White Inc. 2.02% Reduce -2.3% 54,180 $12.6M
Toronto Dominion Bank 0.02% Add +50.9% 53,014 $12.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -13.7% 52,199 $12.2M
Sienna Gestion 0.71% Reduce -7.8% 49,561 $12.0M
Sei Investments Co. 0.01% Reduce -38.1% 51,629 $12.0M
Andra AP-fonden 0.14% Add +59.4% 51,494 $12.0M
PDT Partners, LLC 0.62% Reduce -2.9% 50,818 $11.8M
United Capital Management of KS, Inc. 1.53% Add +4.6% 50,217 $11.7M
Interval Partners, LP 0.37% New 50,000 $11.7M
Fisher Asset Management 0.00% Add +1.2% 49,901 $11.6M
Coston, McIsaac & Partners 2.34% Add +0.8% 49,908 $11.6M
Wellington Management Group LLP 0.00% Add +313.2% 49,821 $11.6M
Voleon Capital Management LP 0.21% Add +33.5% 49,282 $11.5M
Evexia Wealth LLC 3.10% Reduce -0.0% 47,714 $11.4M
State of Tennessee, Department of Treasury 0.03% Add +55.2% 48,771 $11.4M
Nomura Asset Management Co. Ltd. 0.02% Add +0.7% 48,038 $11.2M
Korea Investment CORP 0.02% Add +1.2% 47,839 $11.2M
Dividend Assets Capital, LLC 2.14% Reduce -0.1% 47,316 $11.0M
Public Employees Retirement Association of Colorado 0.04% Add +292.5% 47,024 $11.0M
Nicholas Company, Inc. 0.20% Reduce -7.2% 46,914 $10.9M
HS Management Partners, LLC 3.71% Reduce -12.7% 46,353 $10.8M
Susquehanna International Group, LLP 0.01% Add +19.8% 46,106 $10.7M
Danske Bank A/S 0.02% Reduce -4.4% 46,002 $10.7M
Nykredit A/S 0.04% — 45,983 $10.7M
Mackenzie Financial Corp. 0.01% Add +94.6% 45,339 $10.6M
Cerity Partners LLC 0.01% Add +8.1% 45,054 $10.5M
Radnor Capital Management, LLC 1.44% Reduce -1.1% 44,051 $10.3M
Credit Agricole S A 0.03% Add +219.0% 43,643 $10.2M
Centric Wealth Management 1.58% Add +104.1% 47,725 $10.2M
Boothbay Fund Management, LLC 0.20% Add +109.6% 42,887 $10.0M
Glassy Mountain Advisors, Inc. 2.70% Reduce -3.3% 42,365 $9.9M
TD Asset Management Inc 0.01% Reduce -4.8% 41,776 $9.7M
AlpenGlobal Capital LLC 6.21% Reduce -0.2% 41,532 $9.7M
SFE Investment Counsel 1.33% Add +1.4% 41,393 $9.6M
Cetera Investment Advisers 0.01% Add +1.0% 41,139 $9.6M
State of Michigan Retirement System 0.04% Reduce -1.5% 39,900 $9.3M
Public Employees Retirement System of Ohio 0.03% Reduce -1.2% 39,874 $9.3M
Telos Capital Management, Inc. 0.81% Reduce -0.3% 39,605 $9.2M
Tredje AP-fonden 0.04% Reduce -14.6% 39,461 $9.2M
Commonwealth Equity Services, LLC 0.01% Reduce -2.0% 38,850 $9.1M
State of New Jersey Common Pension Fund D 0.03% Reduce -5.1% 38,746 $9.0M
Hamilton Point Investment Advisors, LLC 1.27% Add +1.1% 38,573 $9.0M
Resona Asset Management Co.,Ltd. 0.04% Reduce -9.7% 38,312 $9.0M
Goelzer Investment Management, Inc. 0.39% Reduce -2.9% 38,444 $9.0M
CIBC Asset Management Inc 0.02% Add +30.5% 38,375 $8.9M
Tabor Asset Management, LP 2.72% Add +41.9% 38,006 $8.9M
Pathstone Holdings, LLC 0.03% Add +0.1% 36,763 $8.6M
Empowered Funds, LLC 0.04% Reduce -17.6% 36,408 $8.5M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -2.4% 35,873 $8.4M
Cumberland Partners Ltd 0.53% Add +108.4% 35,380 $8.2M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -26.8% 34,959 $8.1M
Dana Investment Advisors, Inc. 0.21% Reduce -0.4% 34,137 $8.0M
Arizona State Retirement System 0.04% Add +5.2% 34,123 $8.0M
Jane Street Group, LLC 0.01% Add +412.0% 34,060 $7.9M
Seascape Capital Management 1.90% Add +0.4% 33,985 $7.9M
Van Eck Associates Corp. 0.00% Reduce -9.8% 33,906 $7.9M
B & T Capital Management DBA Alpha Capital Management 1.03% Reduce -1.9% 33,634 $7.8M
Tidal Investments LLC 0.02% Add +45.3% 33,553 $7.8M
Czech National Bank 0.04% Add +3.1% 33,514 $7.8M
Man Group plc 0.01% Reduce -4.8% 33,184 $7.7M
ASR Vermogensbeheer N.V. 0.08% Add +221.8% 32,819 $7.6M
Beacon Pointe Advisors, LLC 0.03% Reduce -3.6% 31,416 $7.3M
Aquatic Capital Management LLC 0.25% New 31,380 $7.3M
CIBC Bancorp USA Inc. 0.01% Reduce -31.5% 31,234 $7.3M
Lazard Asset Management LLC 0.01% Add +10.6% 31,183 $7.3M
IFM Investors Pty Ltd 0.05% Add +9.9% 30,458 $7.1M
Storebrand Asset Management As 0.02% Reduce -15.2% 30,252 $7.1M
Kerusso Capital Management LLC 2.56% Add +23.4% 30,116 $7.0M
Roberts Wealth Advisors, LLC 1.56% Add +4.7% 29,530 $6.9M
Level Four Advisory Services, LLC 0.19% Add +1.1% 29,338 $6.8M
FIL Ltd 0.00% Add +32.8% 29,329 $6.8M
M&T Bank Corp 0.02% Reduce -1.1% 28,912 $6.7M
Bell & Brown Wealth Advisors, LLC 2.04% Reduce -0.5% 28,894 $6.7M
Jones Financial Companies LLLP 0.00% Add +11.8% 28,088 $6.7M
O'shaughnessy Asset Management, LLC 0.03% Reduce -5.7% 28,758 $6.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +11.9% 28,665 $6.7M
Millennium Management 0.00% Reduce -56.0% 28,659 $6.7M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -10.7% 28,581 $6.7M
Ensign Peak Advisors, Inc 0.01% Reduce -29.2% 28,108 $6.6M
Impax Asset Management Group plc 0.04% Reduce -5.7% 27,886 $6.5M
MetLife Investment Management, LLC 0.03% Reduce -3.8% 27,515 $6.4M
BLI - Banque de Luxembourg Investments 0.22% Add +49.1% 25,500 $6.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -6.2% 26,290 $6.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -1.5% 26,205 $6.1M
State of Alaska, Department of Revenue 0.06% Reduce -6.9% 25,852 $6.0M
Woodline Partners LP 0.02% Add +10.2% 25,771 $6.0M
Maven Securities LTD 0.42% New 25,754 $6.0M
DNB Asset Management AS 0.02% Add +1.8% 25,744 $6.0M
JLB & Associates Inc. 0.79% Add +10.0% 25,360 $5.9M
Martin Capital Advisors, LLP 3.07% Add +2.4% 25,094 $5.8M
Kensington Investment Counsel, LLC 2.52% Reduce -1.4% 24,879 $5.8M
Retirement Systems of Alabama 0.02% Reduce -2.4% 24,736 $5.8M
Xponance LLC 0.03% Reduce -0.5% 24,031 $5.6M
Mercer Global Advisors Inc. 0.01% Add +5.7% 23,935 $5.6M
Cunning Capital Partners, LP 2.24% No change 23,863 $5.6M
Westfield Capital Management Co. LP 0.02% New 23,587 $5.5M
Avidian Wealth Enterprises, LLC 0.15% Add +0.4% 23,303 $5.4M
Laird Norton Wetherby Trust Company, LLC 0.10% Reduce -1.4% 22,783 $5.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +13.2% 22,684 $5.3M
Blair William & Co. 0.01% Reduce -0.1% 22,679 $5.3M
Great Diamond Partners, LLC 0.90% Add +0.9% 22,550 $5.3M
SG Americas Securities, LLC 0.00% Reduce -34.8% 22,325 $5.2M
Darwins River Capital, LP 2.84% New 22,219 $5.2M
Coldstream Capital Management Inc. 0.07% Reduce -0.8% 22,212 $5.2M
Amalgamated Bank 0.04% Reduce -2.8% 21,904 $5.1M
Daiwa Securities Group Inc. 0.01% Reduce -9.3% 21,902 $5.1M
L & S Advisors Inc 0.52% New 21,576 $5.0M
LeClair Wealth Partners LLC 2.60% New 21,504 $5.0M
Soltis Investment Advisors LLC 0.29% Reduce -9.9% 21,373 $5.0M
ING Groep NV 0.02% Reduce -4.1% 21,277 $5.0M
Vontobel Holding Ltd. 0.02% Add +9.8% 21,009 $4.9M
Pinebridge Investments LLC 0.04% Add +110.0% 21,004 $4.9M
Lakewood Asset Management LLC 2.67% Reduce -1.9% 20,853 $4.9M
Romano Brothers and Company 0.48% Reduce -8.8% 20,600 $4.8M
Precedent Wealth Partners, LLC 0.79% Add +11.1% 20,270 $4.7M
Rakuten Investment Management, Inc. 0.01% Add +9.1% 19,331 $4.6M
Campbell & CO Investment Adviser LLC 0.24% New 19,870 $4.6M
Beacon Investment Advisory Services, Inc. 0.17% No change 19,828 $4.6M
NEOS Investment Management LLC 0.02% Add +11.3% 19,453 $4.5M
Fifth Third Bancorp 0.01% Reduce -3.6% 19,345 $4.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -1.2% 19,107 $4.5M
ProShare Advisors LLC 0.01% Add +0.7% 19,006 $4.4M
Public Sector Pension Investment Board 0.01% Reduce -1.6% 18,916 $4.4M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -4.3% 18,785 $4.4M
Insight Inv LLC 2.05% Reduce -3.4% 18,683 $4.4M
Osaic Holdings, Inc. 0.01% Add +2.3% 18,533 $4.3M
Westerkirk Capital Inc. 0.41% No change 18,488 $4.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +8.4% 17,845 $4.2M
Utah Retirement Systems 0.04% Reduce -5.0% 17,751 $4.1M
Evolve Private Wealth, LLC 0.25% Reduce -4.8% 17,692 $4.1M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -1.6% 17,677 $4.1M
Greatmark Investment Partners, Inc. 0.45% Add +2.3% 17,493 $4.1M
Abn Amro Investment Solutions 0.03% Add +7.0% 17,024 $4.0M
Two Sigma Investments, LP 0.00% New 16,855 $3.9M
Cibc World Market Inc. 0.01% Reduce -0.1% 16,660 $3.9M
New York Life Investment Management LLC 0.03% Reduce -1.1% 16,439 $3.8M
Promethos Capital, LLC 1.04% Reduce -49.0% 16,402 $3.8M
Nissay Asset Management Corp. /Japan 0.02% Add +2.6% 16,275 $3.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +9.2% 16,880 $3.7M
MML Investors Services, LLC 0.01% Add +6.9% 16,020 $3.7M
Stifel Financial Corp. 0.00% Reduce -8.4% 15,782 $3.7M
DekaBank Deutsche Girozentrale 0.01% No change 20,344 $3.6M
Westwood Holdings Group Inc. 0.03% Reduce -45.7% 15,540 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.2% 15,519 $3.6M
Allstate Corp. 0.04% Add +0.2% 15,464 $3.6M
Stiles Financial Services Inc 0.89% Add +2.8% 15,262 $3.6M
Jupiter Topco LLC 0.00% — 15,088 $3.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.6% 14,919 $3.5M
Kestra Advisory Services, LLC 0.01% Add +2.6% 14,869 $3.5M
Parsons Capital Management Inc. 0.16% Reduce -1.6% 14,745 $3.4M
Vision Capital Management, Inc. 0.39% Reduce -6.5% 14,576 $3.4M
Genus Capital Management Inc. 0.33% Reduce -0.4% 14,557 $3.4M
Pacer Advisors, Inc. 0.01% Reduce -96.1% 14,539 $3.4M
Oregon Public Employees Retirement Fund 0.04% Add +6.1% 14,478 $3.4M
Lotus Technology Management, LP 4.05% New 14,154 $3.3M
Stonebridge Capital Management Inc. 1.58% Reduce -16.2% 14,040 $3.3M
Regatta Capital Group, LLC 0.44% Reduce -39.2% 13,938 $3.2M
Ethic Inc. 0.04% Reduce -6.6% 13,780 $3.2M
Vident Advisory, LLC 0.02% Add +5.0% 13,694 $3.2M
UniSuper Management Pty Ltd 0.02% Reduce -2.6% 13,667 $3.2M
Rafferty Asset Management, LLC 0.01% Add +53.6% 13,664 $3.2M
Macquarie Group Ltd. 0.01% Reduce -37.4% 13,535 $3.2M
Advisors Asset Management, Inc. 0.05% Add +0.5% 13,526 $3.2M
Vision Financial Markets LLC 2.73% No change 13,500 $3.1M
LRT Capital Management, LLC 2.04% Add +101.2% 13,473 $3.1M
Twin Capital Management Inc. 0.34% Reduce -0.6% 13,385 $3.1M
OP Asset Management Ltd 0.03% Add +4.7% 13,330 $3.1M
Erste Asset Management GmbH 0.02% New 12,900 $3.1M
Gladstone Institutional Advisory LLC 0.10% Add +0.4% 13,281 $3.1M
Shulman DeMeo Asset Management LLC 0.57% Reduce -0.4% 13,003 $3.0M
QRG Capital Management, Inc. 0.02% Add +3.4% 12,904 $3.0M
Peapack Gladstone Financial Corp. 0.03% Reduce -1.7% 12,443 $2.9M
Hennessy Advisors Inc. 0.09% Reduce -2.4% 12,400 $2.9M
Triasima Portfolio Management inc. 0.39% No change 12,275 $2.9M
Elyxium Wealth, LLC 0.30% Reduce -12.8% 12,223 $2.8M
Entropy Technologies, LP 0.11% Reduce -39.0% 12,212 $2.8M
Mutual of America Capital Management LLC 0.03% Reduce -4.5% 12,130 $2.8M
Cascade Investment Advisors, Inc. 1.53% Reduce -1.1% 12,028 $2.8M
Penserra Capital Management LLC 0.02% Add +122.7% 12,023 $2.8M
Teacher Retirement System of Texas 0.01% Add +571.7% 11,963 $2.8M
Old National Bancorp 0.06% Reduce -5.7% 11,959 $2.8M
Bokf, NA 0.04% Reduce -2.3% 11,957 $2.8M
Mediolanum International Funds Ltd 0.02% Add +1.6% 11,443 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -6.5% 11,674 $2.7M
Night Squared LP 0.29% New 11,570 $2.7M
DAVENPORT & Co LLC 0.01% Reduce -0.5% 11,468 $2.7M
Summit Trail Advisors, LLC 0.03% Reduce -2.8% 11,414 $2.7M
TD Waterhouse Canada Inc. 0.01% Add +20.5% 11,574 $2.6M
OMERS ADMINISTRATION Corp 0.02% Reduce -39.7% 11,243 $2.6M
Fulcrum Asset Management LLP 0.26% New 10,903 $2.6M
Gateway Investment Advisers LLC 0.03% Add +16.6% 11,230 $2.6M
Caprock Group, LLC 0.05% Reduce -1.0% 11,219 $2.6M
Federated Hermes, Inc. 0.00% Reduce -47.8% 10,958 $2.6M
Kintegral Advisory, LLC 0.21% No change 10,942 $2.6M
Ironwood Investment Management LLC 0.88% No change 10,926 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Add +16.5% 10,924 $2.5M
AG2R La Mondiale Gestion D'actifs 0.09% Add +70.5% 10,637 $2.5M
North Star Investment Management Corp. 0.13% Reduce -7.2% 10,629 $2.5M
Rockefeller Capital Management L.P. 0.00% Add +39.7% 10,334 $2.4M
Legacy Bridge, LLC 0.74% No change 10,271 $2.4M
Fulton Bank, N.A. 0.07% Reduce -0.0% 10,207 $2.4M
Venturi Wealth Management, LLC 0.09% Add +3.2% 10,127 $2.4M
Ilmarinen Mutual Pension Insurance Co 0.02% Reduce -61.7% 10,086 $2.4M
Candriam S.C.A. 0.01% Add +5.3% 10,014 $2.3M
Mogy Joel R Investment Counsel Inc. 0.13% No change 9,775 $2.3M
MAI Capital Management 0.01% Add +0.9% 9,624 $2.2M
Commerce Bank 0.01% Reduce -1.4% 9,468 $2.2M
Great Lakes Advisors, LLC 0.02% Add +0.1% 9,461 $2.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 9,462 $2.2M
GMO 0.01% Add +23.7% 9,453 $2.2M
Tower Research Capital LLC (TRC) 0.05% Add +795.3% 9,419 $2.2M
Virtus Investment Advisers, LLC 0.51% Add +3.0% 9,383 $2.2M
Schonfeld Strategic Advisors LLC 0.01% Add +7640.8% 9,289 $2.2M
Albion Financial Group 0.13% Reduce -2.3% 9,272 $2.2M
Mizuho Securities USA LLC 0.03% Add +27.7% 9,218 $2.1M
Ameritas Investment Partners, Inc. 0.06% Add +19.8% 9,162 $2.1M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.4% 9,069 $2.1M
Strategic Investment Advisors / MI 0.13% Reduce -2.5% 8,940 $2.1M
Farther Finance Advisors, LLC 0.02% Add +92.9% 8,903 $2.1M
Jefferies Financial Group Inc. 0.02% Add +8.3% 8,900 $2.1M
Novare Capital Management LLC 0.14% Reduce -1.0% 8,722 $2.0M
Vinva Investment Management Ltd 0.01% New 8,462 $2.0M
Choreo, LLC 0.02% Add +2.3% 8,590 $2.0M
Inscription Capital, LLC 0.18% Add +3.5% 8,549 $2.0M
Saudi Central Bank 0.03% Add +89.1% 8,331 $1.9M
Ritholtz Wealth Management 0.03% Reduce -0.9% 8,129 $1.9M
Bank of Stockton 0.53% Reduce -1.5% 8,089 $1.9M
CI Investments Inc. 0.01% Reduce -31.4% 8,080 $1.9M
Fideuram Asset Management (Ireland) dac 0.04% New 8,585 $1.9M
Virtu Financial LLC 0.06% New 7,898 $1.8M
Eurizon SLJ Capital Ltd 0.67% Reduce -35.0% 7,784 $1.8M
Ashton Thomas Private Wealth, LLC 0.04% Add +14.9% 7,781 $1.8M
Norinchukin Bank, The 0.02% Add +0.5% 7,682 $1.8M
Quadrant Capital Group LLC 0.05% Add +1.5% 7,667 $1.8M
Horizon Investments, LLC 0.02% Add +8.5% 7,676 $1.8M
Banque Transatlantique SA 0.04% No change 7,593 $1.8M
Investment Management Corp of Ontario 0.02% Reduce -11.7% 7,585 $1.8M
Eukles Asset Management 0.73% Reduce -7.0% 7,541 $1.8M
OneDigital Investment Advisors LLC 0.01% Reduce -1.6% 7,490 $1.7M
Sanctuary Advisors, LLC 0.01% Add +14.1% 7,481 $1.7M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.9% 7,361 $1.7M
Landscape Capital Management, L.L.C. 0.11% New 7,339 $1.7M
Pinnacle Financial Partners, Inc. 0.01% Reduce -0.4% 7,333 $1.7M
Modern Wealth Management, LLC 0.02% Reduce -8.5% 7,291 $1.7M
Lighthouse Investment Partners, LLC 0.05% New 7,289 $1.7M
Trivant Custom Portfolio Group, LLC 0.90% Reduce -1.7% 7,279 $1.7M
Sterling Capital Management LLC 0.03% Reduce -5.8% 7,272 $1.7M
B. Metzler seel. Sohn & Co. AG 0.01% Add +30.6% 7,270 $1.7M
Kentucky Retirement Systems 0.04% New 7,260 $1.7M
Schnieders Capital Management, Llc. 0.22% No change 7,240 $1.7M
Knollwood Investment Advisory, LLC 0.15% No change 7,188 $1.7M
Diversify Advisory Services, LLC 0.03% Add +186.2% 7,078 $1.7M
Diversify Wealth Management, LLC 0.03% Add +60.1% 7,078 $1.7M
Foster & Motley Inc. 0.08% Reduce -5.6% 7,084 $1.7M
Sheets Smith Wealth Management 0.16% Reduce -49.3% 7,037 $1.6M
Little House Capital LLC 0.37% Add +58.8% 6,974 $1.6M
Raiffeisen Bank International AG 0.02% Add +319.2% 6,673 $1.6M
Gateway Wealth Partners, LLC 0.10% Reduce -22.0% 6,825 $1.6M
Gleason Group, Inc. 0.14% Add +0.4% 6,788 $1.6M
Huntington National Bank 0.01% Add +5.2% 6,684 $1.6M
Lido Advisors, LLC 0.01% Reduce -17.0% 6,683 $1.6M
Nomura Holdings Inc. 0.01% New 6,677 $1.6M
Westmount Partners, LLC 0.34% Add +0.4% 6,623 $1.5M
Vise Technologies, Inc. 0.02% Add +77.5% 6,621 $1.5M
Park Avenue Securities LLC 0.01% Reduce -19.2% 6,476 $1.5M
Assenagon Asset Management S.A. 0.00% Reduce -11.4% 6,432 $1.5M
Hartford Investment Management Co. 0.04% Reduce -5.0% 6,427 $1.5M
Oppenheimer & Co. Inc. 0.02% Reduce -0.1% 6,389 $1.5M
Edgestream Partners, L.P. 0.04% Reduce -62.4% 6,368 $1.5M
Tilia Fiduciary Partners, Inc. 0.69% Reduce -2.3% 6,289 $1.5M
Canada Post Corp Registered Pension Plan 0.05% Add +103.8% 6,257 $1.5M
Brown Brothers Harriman & Co. 0.01% Add +27.6% 6,203 $1.4M
Balyasny Asset Management L.P. 0.00% Add +244.8% 6,144 $1.4M
Maryland State Retirement & Pension System 0.02% Add +4.7% 6,124 $1.4M
Principal Securities, Inc. 0.02% Reduce -7.3% 6,109 $1.4M
Truvestments Capital LLC 0.21% Add +1.8% 6,106 $1.4M
MYDA Advisors LLC 0.34% New 6,000 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -1.6% 6,000 $1.4M
Chase Investment Counsel Corp. 0.30% Reduce -25.0% 6,000 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +11.0% 5,930 $1.4M
1834 Investment Advisors Co. 0.16% Reduce -9.4% 5,928 $1.4M
GS Investments, Inc. 0.99% No change 5,906 $1.4M
New Mexico Educational Retirement Board 0.03% Add +1.7% 5,900 $1.4M
Brown Advisory Inc. 0.00% Add +62.9% 5,860 $1.4M
HB Wealth Management, LLC 0.01% Reduce -2.9% 5,846 $1.4M
HRT Financial LP 0.00% New 5,808 $1.4M
Metis Global Partners, LLC 0.03% Add +3.6% 5,751 $1.3M
Western Wealth Management, LLC 0.04% Add +1.8% 5,744 $1.3M
Copeland Capital Management, LLC 0.03% Add +8.4% 5,726 $1.3M
Mariner, LLC 0.00% New 5,704 $1.3M
Ballentine Partners, LLC 0.02% Add +0.6% 5,678 $1.3M
DF Dent & Co. Inc. 0.03% No change 5,667 $1.3M
Keybank National Association 0.00% Add +32.3% 5,611 $1.3M
Adkins Seale Capital Management LLC 1.16% Reduce -0.4% 5,588 $1.3M
E Fund Management Co., Ltd. 0.03% Add +0.6% 5,560 $1.3M
Private Advisor Group, LLC 0.01% Reduce -37.5% 5,529 $1.3M
Argyle Capital Partners, LLC 0.81% No change 5,524 $1.3M
EP Wealth Advisors, LLC 0.00% Add +15.4% 5,514 $1.3M
PKO Investment Management Joint-Stock Co 0.09% No change 5,500 $1.3M
NewEdge Advisors, LLC 0.00% Add +2.2% 5,463 $1.3M
Evergreen Capital Management LLC 0.02% Add +3.9% 5,455 $1.3M
Capstone Investment Advisors, LLC 0.01% Reduce -10.6% 5,413 $1.3M
Round Hill Asset Management 0.78% Reduce -21.8% 5,346 $1.2M
Greenleaf Trust 0.01% Reduce -1.0% 5,344 $1.2M
Banque Cantonale Vaudoise 0.05% Reduce -16.2% 5,319 $1.2M
Atlas Capital Advisors Inc. 0.13% No change 5,290 $1.2M
OmniStar Financial Group, Inc. 0.57% Add +9.4% 5,271 $1.2M
Spartan Wealth Advisory Services LLC 0.10% Reduce -1.2% 5,205 $1.2M
Ossiam 0.02% New 5,151 $1.2M
Wilmington Savings Fund Society, FSB 0.03% Reduce -1.3% 5,150 $1.2M
Global X Japan Co., Ltd. 0.04% Reduce -7.8% 5,072 $1.2M
CHICAGO TRUST Co NA 0.17% Add +0.9% 5,067 $1.2M
Alexander Labrunerie & Co., Inc. 0.42% No change 5,066 $1.2M
Patten & Patten Inc. 0.06% No change 5,040 $1.2M
E. Ohman J:or Asset Management AB 0.03% Reduce -16.6% 5,036 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Add +0.8% 5,130 $1.2M
Drucker Wealth 3.0, LLC 0.18% Reduce -3.5% 4,993 $1.2M
Redwood Investment Management, LLC 0.11% Reduce -14.1% 4,947 $1.2M
MCF Advisors LLC 0.04% No change 4,944 $1.2M
Archford Capital Strategies, LLC 0.12% Reduce -14.5% 4,889 $1.1M
Brighton Jones LLC 0.02% Reduce -18.6% 4,884 $1.1M
Hunter Associates Investment Management LLC 0.13% Reduce -16.7% 4,853 $1.1M
Allianz Asset Management GmbH 0.00% Add +7.4% 4,845 $1.1M
Prospera Financial Services Inc 0.02% Reduce -0.1% 4,843 $1.1M
Waverly Advisors, LLC 0.01% Reduce -1.2% 4,794 $1.1M
MWA Asset Management 0.50% Reduce -2.0% 4,792 $1.1M
&partners 0.00% Reduce -0.0% 4,763 $1.1M
Vestcor Inc 0.03% Reduce -10.3% 4,700 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.03% Reduce -27.3% 4,685 $1.1M
MUFG Securities EMEA plc 0.01% Reduce -5.8% 4,609 $1.1M
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -53.5% 4,604 $1.1M
Johnson Investment Counsel Inc. 0.01% Add +17.7% 4,596 $1.1M
Quantitative Investment Management, LLC 0.12% New 4,563 $1.1M
Panagora Asset Management Inc. 0.00% No change 4,560 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -10.4% 4,449 $1.0M
Syon Capital LLC 0.04% Reduce -21.3% 4,413 $1.0M
Commerzbank Aktiengesellschaft 0.02% New 4,410 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -15.0% 4,310 $1.0M
Sowell Financial Services LLC 0.03% Reduce -1.3% 4,291 $1.0M
Impact Investors, Inc 0.72% Reduce -30.9% 4,247 $990K
Valtrion Capital Management, LLC 0.73% Add +1.5% 4,233 $987K
Qtron Investments LLC 0.13% Reduce -6.9% 4,208 $981K
Michels Family Financial, LLC 0.63% Add +1.6% 4,202 $980K
McBroom & Associates, LLC 0.49% No change 4,178 $974K
V-Square Quantitative Management LLC 0.09% Add +20.4% 4,159 $969K
Jump Financial, LLC 0.01% New 4,100 $956K
Baker Avenue Asset Management, LP 0.02% Add +2.5% 4,100 $956K
Empirical Finance, LLC 0.04% Add +5.2% 4,059 $946K
Benjamin Edwards Inc. 0.01% Add +60.3% 4,037 $941K
Alps Advisors Inc. 0.00% Add +46.3% 4,024 $938K
GAMMA Investing LLC 0.03% Add +1.8% 3,972 $926K
Manning & Napier Advisors LLC 0.01% Reduce -79.6% 3,845 $923K
Resonant Capital Advisors, LLC 0.04% No change 3,946 $920K
Advisor OS, LLC 0.06% Add +20.4% 3,911 $912K
Formidable Asset Management, LLC 0.15% Reduce -12.1% 4,985 $909K
Elevation Point Wealth Partners, LLC 0.02% Add +0.7% 3,892 $907K
NORTHSTAR ASSET MANAGEMENT Co 0.17% No change 4,000 $907K
Northwestern Mutual Wealth Management Co. 0.00% Add +113.2% 3,876 $903K
Exchange Traded Concepts, LLC 0.00% Reduce -16.2% 3,784 $882K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.2% 3,774 $880K
United Capital Financial Advisors, LLC 0.00% Add +31.2% 3,769 $879K
Jain Global LLC 0.01% Reduce -77.0% 3,731 $870K
Plato Investment Management Ltd 0.05% Reduce -0.6% 3,652 $846K
Burton Enright Welch 0.10% Reduce -5.3% 3,612 $842K
Brevan Howard Capital Management LP 0.01% New 3,608 $841K
Vaughan David Investments LLC 0.02% No change 3,600 $839K
Naples Global Advisors, LLC 0.05% Add +0.5% 3,596 $838K
Absher Wealth Management, LLC 0.10% Add +1.4% 3,585 $836K
Aries Wealth Management 0.16% No change 3,583 $835K
HUB Investment Partners, LLC 0.02% Add +13.3% 3,558 $829K
CENTRAL TRUST Co 0.01% No change 3,553 $828K
Mufg Securities Americas Inc. 0.04% Add +7.4% 3,547 $827K
M. Kulyk & Associates, LLC 0.13% Reduce -80.9% 3,540 $825K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% No change 3,520 $821K
Motley Fool Asset Management LLC 0.03% Reduce -9.0% 3,512 $819K
Chicago Partners Investment Group LLC 0.02% Add +5.3% 3,741 $818K
Parallel Advisors, LLC 0.01% Add +9.3% 3,502 $816K
AMG National Trust Bank 0.02% No change 3,500 $816K
Center For Asset Management LLC 0.36% Reduce -3.0% 3,483 $812K
Crossmark Global Holdings, Inc. 0.01% Reduce -32.4% 3,462 $807K
Empirical Asset Management, LLC 0.18% Reduce -2.6% 3,445 $803K
Signaturefd, LLC 0.01% Add +17.7% 3,442 $802K
Daiichi Life Insurance Co., Ltd. 0.02% Add +9.5% 3,423 $798K
Aaron Wealth Advisors LLC 0.04% Add +0.0% 3,419 $797K
North Dakota State Investment Board 0.03% Reduce -0.1% 3,419 $797K
Wendell David Associates Inc. 0.08% No change 3,400 $793K
Merit Financial Group, LLC 0.00% Reduce -21.3% 3,394 $791K
Sagespring Wealth Partners, LLC 0.01% Add +2.2% 3,390 $790K
Praxis Investment Management Inc. 0.04% No change 3,300 $769K
Fortis Capital Advisors, LLC 0.09% New 3,298 $769K
Belpointe Asset Management LLC 0.03% New 3,298 $769K
Arjuna Capital 0.17% Reduce -7.1% 3,273 $763K
MBL Wealth, LLC 0.05% Reduce -14.4% 3,273 $763K
Proficio Capital Partners LLC 0.03% Add +46.2% 3,267 $761K
Checchi Capital Advisers, LLC 0.05% Add +0.9% 3,245 $756K
Wealthfront Advisers LLC 0.00% Add +3.4% 3,230 $753K
CX Institutional 0.02% Reduce -0.3% 3,225 $752K
PCB Capital LLC 0.90% Add +4.8% 3,160 $737K
Buttonwood Financial Advisors Inc. 0.22% Reduce -6.0% 3,156 $736K
Kera Capital Partners, Inc. 0.07% Reduce -13.6% 3,149 $734K
Mgo One Seven LLC 0.01% Add +99.4% 3,105 $724K
Atria Investments, Inc 0.01% Add +2.0% 3,103 $723K
Ignite Planners, LLC 0.10% No change 3,094 $721K
King Luther Capital Management Corp. 0.00% Add +15.4% 3,064 $714K
Frec Markets, Inc. 0.06% New 3,024 $705K
Securian Asset Management, Inc. 0.03% Reduce -3.1% 3,086 $705K
Norden Group LLC 0.06% Add +4.9% 3,017 $703K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -3.3% 3,013 $702K
Donaldson Capital Management, LLC 0.02% New 3,000 $699K
Wahed Invest LLC 0.07% Add +0.4% 2,955 $689K
Astoria Portfolio Advisors LLC. 0.12% Add +9.8% 2,938 $685K
Portside Wealth Group, LLC 0.08% Add +4.6% 2,912 $679K
Crestwood Advisors Group, LLC 0.01% Add +12.4% 2,827 $659K
Wedmont Private Capital 0.02% Add +3.4% 2,937 $651K
Spire Wealth Management 0.02% Add +18.4% 2,788 $650K
Focused Alpha, LLC 0.17% Add +0.5% 2,785 $649K
RFG Advisory, LLC 0.01% Add +21.3% 2,771 $646K
Seven Mile Advisory 0.43% Reduce -3.7% 2,737 $638K
PFG Investments, LLC 0.02% Reduce -0.3% 2,726 $635K
STRS Ohio 0.00% Reduce -2.9% 2,672 $623K
Syverson Strege & Co 0.14% Reduce -2.2% 2,660 $620K
Stevens Capital Management LP 0.15% New 2,645 $617K
Jeppson Wealth Management, LLC 0.18% Reduce -1.8% 2,634 $614K
Certuity, LLC 0.03% Add +2.3% 2,623 $611K
Two Sigma Securities, LLC 0.05% New 2,615 $610K
First Citizens Bank & Trust Co. 0.01% No change 2,603 $607K
GLR Partners, LLC 0.28% Reduce -4.3% 2,584 $602K
Callan Family Office, LLC 0.01% Add +14.3% 2,538 $592K
Versant Capital Management, Inc 0.05% Add +0.4% 2,532 $590K
Townsquare Capital LLC 0.11% Add +8.2% 2,518 $587K
Wealthspire Advisors, LLC 0.00% New 2,502 $583K
Benchmark Financial Wealth Advisors, LLC 0.14% Reduce -7.5% 2,484 $579K
Mission Wealth Management, LP 0.01% Add +25.7% 2,481 $578K
Ofi Invest Asset Management 0.01% Reduce -92.1% 2,468 $575K
Fieldview Capital Management, LLC 0.16% New 2,465 $575K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -12.0% 2,449 $571K
Significant Wealth Partners LLC 0.62% Add +1.2% 2,441 $569K
Janney Montgomery Scott LLC 0.00% Reduce -19.0% 2,430 $567K
Scotia Capital Inc. 0.00% No change 2,422 $565K
Alpha Omega Wealth Management LLC 0.09% Reduce -0.6% 2,420 $564K
Laurion Capital Management LP 0.04% New 2,417 $563K
Asset Advisory Group, Inc. 0.24% No change 2,372 $553K
Private Trust Co. NA 0.04% Add +0.2% 2,341 $546K
Clearstead Advisors, LLC 0.01% Add +31.0% 2,341 $546K
Twin Tree Management, LP 0.08% New 2,337 $545K
Generali Asset Management SPA SGR 0.01% Reduce -72.0% 2,330 $543K
Princeton Global Asset Management LLC 0.08% No change 2,300 $536K
Manske Wealth Management 0.13% Reduce -1.0% 2,280 $531K
Aptus Capital Advisors, LLC 0.00% Add +0.2% 2,247 $524K
Citizens Financial Group Inc. 0.01% New 2,219 $517K
Fifth Third Wealth Advisors LLC 0.01% Add +3.8% 2,181 $508K
Rebalance, LLC 0.03% No change 2,180 $508K
Sunrise Financial Services, LLC 0.30% Add +0.1% 2,149 $501K
Curat Global, LLC 0.41% Reduce -70.0% 900 $501K
Consolidated Capital Management, LLC 0.13% No change 2,140 $499K
iSAM Funds (UK) Ltd 0.35% New 2,100 $490K
Ostrum Asset Management 0.02% Reduce -44.3% 2,097 $489K
Kingswood Wealth Advisors, LLC 0.02% Reduce -0.1% 2,085 $486K
Smartleaf Asset Management LLC 0.02% No change 2,020 $485K
TCW Group Inc. 0.00% Add +0.1% 2,068 $482K
Klingman & Associates, LLC 0.02% Reduce -0.5% 2,057 $479K
Larson Financial Group LLC 0.01% Reduce -26.4% 2,026 $472K
Procyon Advisors, LLC 0.02% Add +23.1% 2,023 $472K
Canopy Partners, LLC 0.14% Reduce -3.2% 2,022 $471K
Indiana Trust & Investment Management Co 0.13% No change 2,000 $466K
RBF Capital, LLC 0.02% No change 2,000 $466K
Simplex Trading, LLC 0.01% New 1,991 $464K
Confluence Wealth Services, Inc. 0.01% Reduce -1.0% 1,988 $463K
Ascent Group, LLC 0.01% Reduce -5.8% 1,978 $461K
Prime Capital Investment Advisors, LLC 0.00% Add +24.9% 1,967 $458K
Royce & Associates LP 0.00% Reduce -43.7% 1,943 $453K
Guggenheim Capital LLC 0.00% Add +1.5% 1,941 $452K
AlphaCore Capital LLC 0.01% New 1,936 $451K
Rossby Financial, LCC 0.08% Add +13.4% 1,936 $451K
NLB Skladi, upravljanje premozenja, d.o.o. 0.02% Reduce -1.3% 1,925 $449K
First Manhattan Co. Llc. 0.00% No change 1,910 $445K
Abacus Planning Group, Inc. 0.05% Reduce -2.0% 1,896 $442K
Plimoth Trust Co. LLC 0.09% Reduce -0.8% 1,885 $439K
Geneos Wealth Management Inc. 0.01% Add +0.3% 1,877 $438K
Grant Private Wealth Management Inc 0.18% Reduce -5.6% 1,876 $437K
High Note Wealth, LLC 0.07% Add +0.2% 1,874 $437K
GeoWealth Management, LLC 0.01% Reduce -14.5% 1,870 $436K
Renasant Bank 0.28% Reduce -14.2% 1,868 $435K
M.E. Allison & Co., Inc. 0.25% No change 1,857 $433K
DV Trading LLC 0.04% New 1,841 $429K
Concurrent Investment Advisors, LLC 0.00% Add +13.2% 1,835 $428K
Florida Financial Advisors, LLC 0.07% Add +5.2% 1,831 $427K
Legato Capital Management LLC 0.04% Reduce -27.3% 1,831 $427K
Elevated Capital Advisors, LLC 0.12% Reduce -43.8% 1,829 $426K
Tema ETFs LLC 0.01% Add +8.7% 1,815 $423K
GHP Investment Advisors, Inc. 0.02% Reduce -1.5% 1,797 $419K
Smithbridge Asset Management Inc. 0.06% Reduce -7.7% 1,793 $418K
American Money Management, LLC 0.06% Add +0.3% 1,788 $417K
Lodestone Wealth Management LLC 0.15% Reduce -5.0% 1,784 $416K
World Investment Advisors 0.01% Reduce -7.3% 2,245 $414K
Marex Group Ltd 0.00% New 1,772 $413K
Siemens Fonds Invest GmbH 0.02% No change 1,749 $408K
Csenge Advisory Group 0.02% Add +0.9% 1,745 $407K
Global Retirement Partners, LLC 0.01% — 1,715 $400K
Compound Planning, Inc. 0.01% Reduce -0.2% 1,708 $398K
Neo Ivy Capital Management 0.09% New 1,707 $398K
Acadian Asset Management LLC 0.00% Reduce -97.1% 1,696 $395K
J. Team Financial, Inc. 0.38% Add +1.0% 1,675 $391K
L2 Asset Management, LLC 0.04% Reduce -37.3% 1,669 $389K
Meeder Advisory Services, Inc. 0.01% Add +23.9% 1,641 $383K
PKS Advisory Services, LLC 0.06% Reduce -61.3% 1,628 $379K
Investment Partners Asset Management, Inc. 0.21% No change 1,619 $377K
SouthState Bank Corp 0.02% Add +20050.0% 1,612 $376K
BayBridge Capital Group, LLC 0.19% No change 1,602 $373K
Paulson Wealth Management Inc. 0.08% No change 1,602 $373K
Mutual Advisors, LLC 0.01% Add +23.9% 1,583 $369K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -5.3% 1,583 $369K
Andrew Hill Investment Advisors, Inc. 0.27% New 1,577 $368K
First Bank & Trust 0.05% No change 1,577 $368K
Sigma Planning Corp 0.01% Reduce -16.8% 1,566 $365K
Burney Co./ 0.01% No change 1,564 $365K
Hantz Financial Services, Inc. 0.00% Reduce -21.6% 1,558 $363K
Creekside Partners 0.13% No change 1,542 $359K
Cary Street Partners Investment Advisory LLC 0.07% Add +20.5% 1,540 $359K
Valeo Financial Advisors, LLC 0.01% Add +7.1% 1,531 $357K
Kestra Private Wealth Services, LLC 0.00% Reduce -14.1% 1,518 $354K
Abacus Wealth Partners, LLC 0.04% Reduce -43.5% 1,512 $352K
Covenant Asset Management, LLC 0.06% No change 1,503 $350K
Arax Advisory Partners 0.00% Add +8.4% 1,501 $350K
Catalyst Funds Management Pty Ltd 0.02% Add +4.1% 1,500 $350K
J.W. Cole Advisors, Inc. 0.01% New 1,492 $348K
Cahaba Wealth Management, Inc. 0.02% No change 1,492 $348K
Profund Advisors LLC 0.01% Reduce -0.4% 1,491 $348K
Quantum Financial Advisors, LLC 0.03% No change 1,490 $347K
Private Wealth Asset Management, LLC 0.03% No change 1,490 $347K
Apollon Wealth Management, LLC 0.00% Reduce -2.4% 1,469 $342K
Spinnaker Trust 0.02% No change 1,464 $341K
Tiemann Investment Advisors, LLC 0.12% Reduce -17.1% 1,450 $338K
Clark Asset Management, LLC 0.03% No change 1,444 $337K
First Western Trust Bank 0.02% No change 1,444 $337K
Pinnacle Bancorp, Inc. 0.09% No change 1,440 $336K
Bridgewater Advisors Inc. 0.02% Add +6.4% 1,391 $334K
Balefire, LLC 0.05% Add +6.0% 1,414 $330K
Linden Thomas Advisory Services, LLC 0.03% Add +1.2% 1,411 $329K
Sheridan Capital Management, LLC 0.16% Reduce -0.1% 1,410 $329K
Plan Group Financial, LLC 0.07% No change 1,400 $326K
Pinnacle Associates Ltd. 0.00% Add +7.2% 1,399 $326K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -1.2% 1,397 $326K
Ehrlich Financial Group 0.17% No change 1,396 $325K
Optas, LLC 0.05% Reduce -29.6% 1,395 $325K
Koshinski Asset Management, Inc. 0.02% New 1,381 $322K
Kingsview Wealth Management, LLC 0.00% Reduce -31.5% 1,379 $321K
Catalyst Investment Management LLC 0.29% Reduce -6.5% 1,360 $317K
Community Bank & Trust, Waco, Texas 0.06% No change 1,350 $315K
Berkeley, Inc 0.10% Reduce -71.8% 1,348 $314K
FourThought Financial Partners, LLC 0.02% Add +0.4% 1,331 $310K
Sanchez Gaunt Capital Management, LLC 0.17% Reduce -5.0% 1,323 $308K
Trust Asset Management LLC 0.02% Reduce -2.6% 1,321 $308K
Signature Estate & Investment Advisors LLC 0.01% No change 1,313 $306K
Aigen Investment Management, LP 0.08% New 1,311 $306K
Badgley Phelps Wealth Managers, LLC 0.01% No change 1,304 $304K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.52% New 1,300 $303K
Wealthcare Advisory Partners LLC 0.01% Reduce -3.5% 1,293 $302K
Pflug Koory, LLC 0.12% No change 1,284 $299K
HBK Sorce Advisory LLC 0.01% Add +2.8% 1,202 $298K
Zhang Financial LLC 0.01% New 1,270 $296K
Gsa Capital Partners LLP 0.02% Reduce -44.4% 1,270 $296K
Cullen Investment Group, LTD. 0.04% Add +0.4% 1,258 $293K
Intrust Bank NA 0.02% No change 1,244 $290K
Evercore Wealth Management, LLC 0.00% No change 1,230 $287K
Sig Brokerage, LP 0.05% Reduce -93.9% 1,227 $286K
Ieq Capital, LLC 0.00% Reduce -10.0% 1,214 $283K
Cottage Street Advisors LLC 0.11% New 1,200 $280K
Fort Sheridan Advisors LLC 0.03% No change 1,200 $280K
First Interstate Bank 0.01% Reduce -20.0% 1,200 $280K
PCM Encore, LLC 0.05% Reduce -5.0% 1,196 $279K
Gallacher Capital Management LLC 0.16% Reduce -30.8% 1,195 $279K
Christensen, King & Associates Investment Services, Inc. 0.11% No change 1,187 $277K
Blue Trust, Inc. 0.00% Reduce -0.6% 1,182 $276K
Money Concepts Capital Corp. 0.01% Reduce -0.2% 1,181 $275K
FORA Capital, LLC 0.02% New 1,172 $273K
Whittier Trust Co. of Nevada Inc. 0.01% Add +1.9% 1,225 $273K
Strategic Advisory Partners, LLC 0.19% No change 1,169 $272K
Stratos Wealth Partners, LTD. 0.00% New 1,152 $269K
Kathmere Capital Management, LLC 0.01% Reduce -6.0% 1,149 $268K
Phoenix Financial Ltd. 0.00% Reduce -0.9% 1,141 $266K
Texas Capital Bank Wealth Management Services Inc 0.01% Reduce -16.0% 1,137 $265K
Strata Wealth Advisors, LLC 0.06% New 1,134 $264K
Regions Financial Corp. 0.00% New 1,126 $262K
Trajan Wealth LLC 0.01% Reduce -5.4% 1,123 $262K
TFB Advisors LLC 0.12% Reduce -1.1% 1,122 $262K
Paragon Capital Management Ltd 0.05% No change 1,114 $260K
Engineers Gate Manager LP 0.00% New 1,110 $259K
American National Bank & Trust 0.02% Add +288.1% 1,106 $258K
Klein Pavlis & Peasley Financial, Inc. 0.13% New 1,102 $257K
Cigna Investments Inc. 0.03% Reduce -5.0% 1,096 $255K
Compass Financial Group, Inc. (Ohio) 0.17% New 1,089 $254K
Simplicity Wealth,LLC 0.01% New 1,069 $249K
Beacon Bank & Trust 0.05% Reduce -7.4% 1,065 $248K
Allworth Financial LP 0.00% Reduce -4.2% 1,061 $247K
Integrated Wealth Concepts LLC 0.00% New 1,058 $247K
Silvercrest Asset Management Group LLC 0.00% New 1,050 $245K
Planned Solutions, Inc. 0.07% New 1,040 $242K
Relyea Zuckerberg Hanson LLC 0.02% New 1,039 $242K
Bessemer Group Inc. 0.00% Add +5.8% 1,036 $242K
Whittier Trust Co. 0.00% Reduce -3.5% 1,078 $241K
Second Line Capital, LLC 0.04% New 1,031 $240K
Phillips Wealth Planners LLC 0.18% New 1,077 $240K
Prosperity Consulting Group, LLC 0.01% New 1,024 $239K
D'Orazio & Associates, Inc. 0.03% New 1,016 $237K
Kestra Investment Management, LLC 0.00% New 1,011 $236K
Moneco Advisors, LLC 0.01% New 1,006 $234K
Basepoint Wealth LLC 0.13% Reduce -18.4% 1,005 $234K
Verdence Capital Advisors LLC 0.01% New 1,002 $234K
Richardson Capital Management LLC 0.10% No change 1,000 $233K
Tableaux LLC 0.10% New 1,000 $233K
Southern Michigan Bank & Trust 0.08% No change 1,000 $233K
Viewpoint Investment Partners Corp. 0.08% New 1,000 $233K
Old Mission Investment Co LLC 0.05% New 1,000 $233K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,000 $233K
Trust Co of Kansas 0.12% New 1,000 $233K
GW Henssler & Associates Ltd. 0.01% New 991 $231K
Cornerstone Wealth Group, LLC 0.01% Reduce -13.1% 988 $230K
Focus Financial Network, Inc. 0.01% New 983 $229K
Savvy Advisors, Inc. 0.00% New 983 $229K
Viawealth, LLC 0.11% New 980 $228K
Providence Wealth Advisors, LLC 0.13% New 1,010 $228K
Apella Capital, LLC 0.00% Add +0.7% 1,026 $228K
Stenger Family Office, LLC 0.04% New 972 $227K
Avior Wealth Management, LLC 0.01% New 971 $226K
Leavell Investment Management, Inc. 0.01% New 966 $225K
Ground Swell Capital, LLC 0.24% New 959 $224K
D.A. Davidson & Co. 0.00% Reduce -40.6% 958 $223K
Aviance Capital Partners, LLC 0.02% New 955 $223K
Turner Financial Group, Inc. 0.22% — 948 $221K
Savant Capital, LLC 0.00% New 1,048 $221K
RiverFront Investment Group, LLC 0.00% New 942 $220K
Claret Asset Management Corp 0.02% Reduce -32.6% 939 $219K
Everpar Advisors LLC 0.06% New 937 $218K
Wellspring Financial Advisors, LLC 0.01% New 934 $218K
PDS Planning, Inc 0.01% New 918 $214K
Perigon Wealth Management, LLC 0.00% New 915 $213K
Midwest Trust Co 0.00% New 913 $213K
Advisory Services Network, LLC 0.00% Add +3.3% 912 $213K
Frank, Rimerman Advisors LLC 0.01% New 911 $212K
Austin Wealth Management, LLC 0.04% New 929 $212K
Ring Mountain Capital, LLC 0.09% New 909 $212K
Eagle Harbor Asset Management Inc. 0.16% New 901 $210K
Independent Advisor Alliance 0.00% New 898 $209K
Arkadios Wealth Advisors 0.00% New 896 $209K
Titleist Asset Management, LLC 0.01% New 894 $208K
Destiny Wealth Partners, LLC 0.03% New 907 $207K
Colonial Trust Co / SC 0.03% Reduce -5.7% 886 $206K
Werba Rubin Papier Wealth Management 0.02% New 876 $204K
Cullen/Frost Bankers, Inc. 0.00% Reduce -6.6% 872 $203K
denkapparat Operations GmbH 0.07% New 868 $202K
HighPoint Advisor Group LLC 0.01% New 868 $202K
Teza Capital Management LLC 0.39% New 863 $201K
Integrity Alliance, Llc. 0.01% New 863 $201K
Capital Advisors, Ltd. LLC 0.02% Add +4.9% 857 $200K
Compass Financial Management LLC 0.02% — 701 $174K
Limestone Investment Advisors LP 0.09% New 737 $172K
DT Investment Partners, LLC 0.01% No change 694 $162K
Eastern Bank 0.00% New 680 $159K
Quent Capital, LLC 0.01% Add +1.2% 677 $158K
Leonteq Securities AG 0.01% Reduce -64.7% 672 $157K
Rosenberg Matthew Hamilton 0.03% Add +69.4% 669 $156K
Johnson Financial Group, Inc. 0.01% No change 648 $151K
Aster Capital Management (DIFC) Ltd 0.03% New 636 $148K
IFP Advisors, Inc 0.00% Reduce -14.9% 618 $144K
Brown, Lisle/Cummings, Inc. 0.03% Reduce -1.1% 615 $143K
Transamerica Financial Advisors, LLC 0.01% Reduce -5.1% 596 $139K
IFG Advisory, LLC 0.00% New 597 $139K
Harbour Investments, Inc. 0.00% Add +7.4% 583 $136K
UMB Bank, n.a. 0.00% Reduce -0.3% 578 $135K
EverSource Wealth Advisors, LLC 0.00% Reduce -40.1% 571 $133K
Harbor Investment Advisory, LLC 0.01% Reduce -5.2% 547 $127K
Richardson Financial Services Inc. 0.07% Add +11.0% 536 $125K
Oakworth Capital, Inc. 0.01% No change 530 $121K
Los Angeles Capital Management LLC 0.00% Reduce -78.5% 515 $120K
Nvwm, LLC 0.02% Add +0.2% 502 $117K
Dorato Capital Management 0.08% No change 520 $115K
Institute for Wealth Management, LLC. 0.01% New 470 $110K
Asset Dedication, LLC 0.01% No change 468 $109K
Graticule Asia Macro Advisors LLC 0.01% New 456 $106K
Anchor Investment Management, LLC 0.01% No change 435 $102K
Ameriflex Group, Inc. 0.04% Add +16.2% 423 $99K
Bogart Wealth, LLC 0.00% Add +1.9% 422 $98K
GW&K Investment Management, LLC 0.00% Add +292.9% 385 $90K
Valley National Advisers Inc. 0.01% Reduce -29.3% 382 $89K
Cromwell Holdings LLC 0.04% Add +5.3% 359 $84K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +2.7% 347 $81K
SBI Securities Co., Ltd. 0.00% Add +0.6% 330 $77K
CYBER HORNET ETFs LLC 0.04% Reduce -3.9% 322 $75K
Natixis 0.00% New 305 $71K
CVA Family Office, LLC 0.01% Add +15.3% 293 $68K
Oslo Pensjonsforsikring AS 0.01% Reduce -53.1% 284 $66K
Continuum Advisory, LLC 0.01% New 278 $65K
Clearstead Trust, LLC 0.01% No change 264 $62K
Bell Investment Advisors, Inc 0.01% Reduce -8.1% 262 $61K
Wealth Enhancement Trust Services, Inc. 0.01% No change 262 $61K
Concord Wealth Partners 0.01% New 258 $60K
Oakmont Advisory Group, LLC 0.05% New 249 $58K
Horizon Financial Services, LLC 0.02% New 237 $55K
Centennial Bank 0.02% Reduce -9.4% 230 $54K
WealthCollab, LLC 0.02% Add +202.7% 224 $52K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -3.6% 211 $49K
Crewe Advisors LLC 0.00% New 210 $49K
Bayforest Capital Ltd 0.04% New 208 $48K
NFSG Corp 0.01% Add +0.5% 208 $48K
Elevation Wealth Partners, LLC 0.01% Add +1193.8% 207 $48K
Keating Financial Advisory Services, Inc. 0.01% Add +28.5% 203 $47K
Archer Investment Corp 0.01% No change 202 $47K
Sittner & Nelson, LLC 0.01% No change 200 $47K
Costello Asset Management, INC 0.01% No change 200 $47K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 200 $47K
Arlington Trust Co LLC 0.00% New 200 $47K
HM Payson & Co. 0.00% No change 200 $47K
Kozak & Associates, Inc. 0.01% No change 202 $46K
Zions Bancorporation, National Association 0.00% Reduce -3.4% 197 $46K
Triumph Capital Management 0.01% No change 188 $44K
Parkside Financial Bank & Trust 0.00% Add +0.6% 179 $42K
Walleye Capital LLC 0.00% Reduce -98.8% 178 $41K
Fiduciary Financial Advisors 0.00% New 171 $40K
Millstone Evans Group, LLC 0.02% No change 168 $39K
Front Row Advisors LLC 0.01% No change 150 $38K
Smithfield Trust Co 0.00% No change 160 $37K
Silver Grove Financial Group, Inc. 0.02% New 155 $36K
Meeder Asset Management Inc. 0.00% Add +83.1% 152 $35K
Strategic Wealth Partners, Ltd. 0.00% No change 152 $35K
Groupe la Francaise 0.00% Add +27.1% 150 $35K
Atlantic Union Bankshares Corp 0.00% No change 147 $34K
True Wealth Design, LLC 0.01% Reduce -8.9% 144 $34K
JFS Wealth Advisors, LLC 0.00% No change 138 $32K
TIAA Wealth Investment Management LLC 0.00% No change 134 $31K
IMG Wealth Management, Inc. 0.02% Add +6.4% 133 $31K
AdvisorNet Financial, Inc 0.00% Add +3125.0% 129 $30K
Evolution Advisers, Inc. 0.01% No change 132 $30K
Entrust Financial LLC 0.02% No change 124 $29K
Foster Dykema Cabot & Partners, LLC 0.00% No change 122 $28K
Cape Investment Advisory, Inc. 0.01% New 121 $28K
Fortitude Family Office, LLC 0.01% Add +8.1% 120 $28K
Salem Investment Counselors Inc. 0.00% Reduce -23.3% 115 $27K
Golden State Wealth Management, LLC 0.00% Add +0.9% 111 $26K
Medallion Wealth Advisors, LLC 0.01% No change 110 $26K
Manchester Capital Management LLC 0.00% Reduce -1.8% 107 $25K
Barnes Dennig Private Wealth Management LLC 0.02% Add +6.1% 104 $24K
MidFirst Bank 0.00% Reduce -42.4% 102 $24K
MRP Capital Investments, LLC 0.02% New 100 $23K
Citizens National Bank Trust Department 0.00% No change 100 $23K
Mather Group, Llc. 0.00% Reduce -74.3% 100 $23K
Virtus Advisers, LLC 0.01% No change 99 $23K
Frazier Financial Advisors, LLC 0.01% No change 93 $22K
Private Wealth Management Group, LLC 0.00% No change 90 $21K
Clean Yield Group 0.01% No change 88 $21K
Abound Wealth Management 0.00% Add +20.8% 87 $20K
Tidemark, LLC 0.00% No change 86 $20K
Westside Investment Management, Inc. 0.00% No change 84 $20K
Ancora Advisors LLC 0.00% Reduce -33.3% 80 $19K
Contravisory Investment Management, Inc. 0.00% No change 78 $18K
Covestor Ltd 0.01% Add +32.8% 77 $18K
Caitlin John, LLC 0.01% No change 74 $17K
Steigerwald, Gordon & Koch Inc. 0.00% No change 74 $17K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.3% 74 $17K
Accordant Advisory Group Inc 0.01% No change 73 $17K
CoreCap Advisors, LLC 0.00% Reduce -5.3% 71 $17K
Torren Management, LLC 0.01% No change 70 $16K
Regatta Research & Money Management 0.02% — 71 $16K
Sachetta, LLC 0.01% Add +37.3% 70 $16K
Financial Management Professionals, Inc. 0.00% No change 64 $15K
Key Financial Inc 0.00% No change 62 $14K
SHP Wealth Management 0.00% Add +510.0% 61 $14K
Valued Wealth Advisors LLC 0.01% Add +39.5% 60 $14K
Cedar Mountain Advisors, LLC 0.00% No change 58 $14K
WPG Advisers, LLC 0.01% No change 57 $13K
Rothschild Investment LLC 0.00% Reduce -16.4% 56 $13K
TD Private Client Wealth LLC 0.00% Reduce -21.1% 56 $13K
Cornerstone Planning Group LLC 0.00% Reduce -6.5% 58 $13K
Prosperity Bancshares Inc 0.01% No change 55 $13K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +1275.0% 55 $13K
Owl Creek Wealth Partners LLC 0.00% Add +10.2% 54 $13K
South Plains Financial, Inc. 0.01% No change 52 $12K
Avion Wealth 0.00% Add +57.6% 52 $12K
Park Square Financial Group, LLC 0.10% Reduce -18.3% 49 $11K
Financial Consulate, Inc. 0.00% New 49 $11K
First Command Advisory Services, Inc. 0.00% No change 48 $11K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 46 $11K
Strive Financial Group ,LLC 0.00% New 42 $10K
JPL Wealth Management, LLC 0.00% Add +17.6% 40 $9K
Dunhill Financial, LLC 0.00% Add +2.6% 39 $9K
SJS Investment Consulting Inc. 0.00% No change 37 $9K
Darwin Wealth Management, LLC 0.00% No change 36 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 34 $8K
Signature Equity Partners, LLC 0.00% No change 33 $8K
Kemnay Advisory Services Inc. 0.00% Add +14.3% 32 $7K
Rialto Wealth Management, LLC 0.00% Add +47.6% 31 $7K
JDM Financial Group LLC 0.00% No change 31 $7K
FWL Investment Management, LLC 0.00% New 31 $7K
Hilltop National Bank 0.00% No change 30 $7K
Webster Bank, N. A. 0.00% No change 28 $7K
Bruce G. Allen Investments, LLC 0.00% Add +35.0% 27 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +42.1% 27 $6K
Summit Securities Group LLC 0.00% Reduce -87.6% 27 $6K
Plante Moran Financial Advisors, LLC 0.00% Reduce -95.5% 27 $6K
Salomon & Ludwin, LLC 0.00% Reduce -78.6% 25 $6K
Creative Capital Management Investments LLC 0.00% New 24 $6K
LRI Investments, LLC 0.00% Reduce -20.0% 24 $6K
MV Capital Management, Inc. 0.00% Add +9.5% 23 $5K
IMA Advisory Services, Inc. 0.00% Add +53.3% 23 $5K
Retirement Wealth Solutions LLC 0.00% Add +23.5% 21 $5K
Cornerstone Financial Management LLC 0.00% Add +40.0% 21 $5K
Raffa Wealth Management, LLC 0.00% Add +23.5% 21 $5K
Altshuler Shaham Ltd 0.00% Reduce -4.5% 21 $5K
Ares Financial Consulting, LLC 0.00% No change 20 $5K
Operose Advisors LLC 0.00% Reduce -9.1% 20 $5K
Toth Financial Advisory Corp. 0.00% No change 20 $5K
Addison Advisors LLC 0.00% Reduce -62.2% 17 $4K
Heritage Wealth Advisors 0.00% No change 17 $4K
Physician Wealth Advisors, Inc. 0.00% Reduce -20.0% 16 $4K
Westfuller Advisors, LLC 0.00% Add +650.0% 15 $3K
HFM Investment Advisors, LLC 0.00% Add +114.3% 15 $3K
Rakuten Securities, Inc. 0.00% New 14 $3K
Financial Life Planners 0.00% No change 13 $3K
Hughes Financial Services, LLC 0.00% Add +116.7% 13 $3K
NBT Bank, N.A. 0.00% No change 12 $3K
Pacific Center for Financial Services 0.00% No change 10 $2K
CGC Financial Services, LLC 0.00% No change 10 $2K
Marquette Asset Management, LLC 0.00% New 10 $2K
Trifecta Capital Advisors, LLC 0.00% New 10 $2K
Winthrop Capital Management, LLC 0.00% No change 9 $2K
Principia Wealth Advisory, LLC 0.00% Add +60.0% 8 $2K
Activest Wealth Management 0.00% Reduce -99.0% 8 $2K
1015 Capital Partners, LLC 0.00% No change 7 $2K
Whipplewood Advisors, LLC 0.00% Reduce -99.3% 7 $2K
Kilter Group LLC 0.00% Reduce -30.0% 7 $2K
Bare Financial Services, Inc 0.00% Add +75.0% 7 $2K
DecisionPoint Financial, LLC 0.00% Add +133.3% 7 $2K
International Assets Investment Management, LLC 0.00% No change 7 $2K
Essential Partners LLC 0.00% Reduce -88.9% 6 $1K
American Capital Advisory, LLC 0.00% Add +20.0% 6 $1K
First Horizon Corp. 0.00% No change 6 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6 $1K
Quaker Wealth Management, LLC 0.00% No change 5 $1K
BOK Financial Private Wealth, Inc. 0.00% New 5 $1K
TFC Financial Management, Inc. 0.00% No change 5 $1K
Lanark Financial, Inc. 0.00% Reduce -50.0% 5 $1K
Navigoe, LLC 0.00% New 6 $1K
Aspect Partners, LLC 0.00% No change 4 $932
Aventura Private Wealth, LLC 0.00% No change 4 $932
Seneschal Advisors, LLC 0.00% No change 3 $700
JNBA Financial Advisors 0.00% New 3 $700
PEAK6 LLC 0.00% New 3 $632
Davis Capital Management 0.00% Add +100.0% 2 $466
Atlantic Private Wealth, LLC 0.00% No change 2 $466
Strengthening Families & Communities, LLC 0.00% New 2 $466
Motco 0.00% New 2 $466
Nemes Rush Group LLC 0.00% No change 2 $466
Halbert Hargrove Global Advisors, LLC 0.00% New 2 $448
Maryland Capital Advisors Inc. 0.00% — 1 $234
Planning Strategies Inc. 0.00% — 1 $233
WestEnd Advisors, LLC 0.00% No change 1 $233

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