WatscoWSO
13F holders, Q4 2024 (December 31)822holders +33
68new positions
62sold out
7famous investors
$473.90avg. 13F price*
At the end of Q4 2024, 822 institutions reported holding Watsco Inc. (WSO) in their 13F filings, up 33 from Q3 2024. 68 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($1.8B), Vanguard Group Inc. ($1.7B) and FMR LLC ($1.6B). 7 famous investors held it, including Tom Gayner (2.5% of Markel Group's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Watsco Inc.
- CUSIP
- 942622200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $153.2M |
| Exits | 62 | $121.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,487,932 shares bought and 1,637,298 shares sold, net −149,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 822 holders
| BlackRock, Inc. | 0.04% | Reduce -1.3% | 3,735,741 | $1.8B |
| Vanguard Group Inc. | 0.03% | Add +1.5% | 3,618,109 | $1.7B |
| FMR LLC | 0.10% | Reduce -4.2% | 3,471,241 | $1.6B |
| Kayne Anderson Rudnick Investment Management LLC | 1.69% | Add +0.2% | 1,549,850 | $734.5M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +9.5% | 1,371,535 | $650.0M |
| State Street Corp. | 0.02% | Add +4.1% | 1,221,747 | $579.0M |
| Baillie Gifford & Co. | 0.40% | Reduce -11.0% | 1,098,081 | $520.4M |
| Blair William & Co. | 1.06% | Reduce -1.8% | 770,936 | $365.3M |
| Geode Capital Management, LLC | 0.03% | Add +3.0% | 725,186 | $343.2M |
| Capital World Investors | 0.05% | No change | 639,019 | $302.8M |
| Morgan Stanley | 0.02% | Add +2.7% | 609,673 | $288.9M |
| Neuberger Berman Group LLC | 0.22% | Reduce -0.2% | 595,982 | $282.4M |
| Markel Group | 2.47% | Add +1.4% | 590,500 | $279.8M |
| JPMorgan Chase & Co. | 0.02% | Add +2.9% | 477,470 | $226.3M |
| Wells Fargo & Company | 0.05% | Reduce -1.5% | 466,710 | $221.2M |
| Raymond James Financial Inc. | 0.07% | — | 371,723 | $176.2M |
| Wellington Management Group LLP | 0.03% | Reduce -21.4% | 353,849 | $167.7M |
| Hamlin Capital Management, LLC | 4.05% | Add +9.7% | 345,020 | $163.5M |
| Boston Financial Mangement LLC | 4.91% | Add +0.3% | 342,412 | $162.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -8.5% | 342,077 | $162.1M |
| Northern Trust Corp. | 0.02% | Add +25.5% | 333,348 | $158.0M |
| DAVENPORT & Co LLC | 0.91% | Add +6.4% | 327,729 | $155.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.0% | 287,924 | $136.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.29% | Reduce -20.5% | 262,437 | $124.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +1.2% | 260,104 | $123.3M |
| Bahl & Gaynor LLC | 0.63% | Add +5.4% | 251,529 | $119.2M |
| Norges Bank | 0.02% | Reduce -1.5% | 249,661 | $118.3M |
| Barclays PLC | 0.06% | Reduce -38.2% | 237,647 | $112.6M |
| Royal Bank of Canada | 0.02% | Add +1.5% | 228,115 | $108.1M |
| Lord, Abbett & Co. LLC | 0.35% | New | 220,586 | $104.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.5% | 218,987 | $103.8M |
| Welch & Forbes LLC | 1.31% | Reduce -0.3% | 214,281 | $101.5M |
| Caledonia Investments PLC | 11.02% | Reduce -2.5% | 194,427 | $92.2M |
| Invesco Ltd. | 0.02% | Reduce -2.5% | 188,480 | $89.3M |
| Citadel Advisors | 0.07% | Add +189.0% | 161,647 | $76.6M |
| Corient Private Wealth LP | 0.12% | Reduce -4.4% | 157,818 | $74.8M |
| Williams Jones Wealth Management, LLC. | 0.83% | Add +13.0% | 144,435 | $68.4M |
| Bank of America Corp. | 0.01% | Reduce -22.9% | 141,693 | $67.1M |
| AEGON ASSET MANAGEMENT UK Plc | 0.87% | Add +15.1% | 139,157 | $66.0M |
| UBS Group AG | 0.01% | Add +124.7% | 138,270 | $65.5M |
| Brown Brothers Harriman & Co. | 0.44% | Add +11.5% | 132,393 | $62.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +9.7% | 130,379 | $61.8M |
| King Luther Capital Management Corp. | 0.26% | Add +3.9% | 126,875 | $60.1M |
| Handelsbanken Fonder AB | 0.22% | Reduce -4.0% | 122,458 | $58.0M |
| First Trust Advisors LP | 0.05% | Reduce -5.1% | 122,189 | $57.9M |
| Howland Capital Management LLC | 2.47% | Reduce -1.1% | 118,893 | $56.3M |
| GW&K Investment Management, LLC | 0.46% | Reduce -2.4% | 114,187 | $54.1M |
| Riverbridge Partners LLC | 0.73% | Reduce -6.5% | 113,472 | $53.8M |
| Balyasny Asset Management L.P. | 0.12% | Add +542.2% | 110,752 | $52.5M |
| Baird Financial Group, Inc. | 0.10% | Reduce -3.2% | 110,521 | $52.4M |
| Benjamin Edwards Inc. | 0.74% | Add +1.2% | 108,766 | $51.6M |
| Legal & General Group Plc | 0.01% | Reduce -8.2% | 107,925 | $51.1M |
| Rhumbline Advisers | 0.05% | Add +1.5% | 106,391 | $50.4M |
| Swedbank AB | 0.06% | Reduce -40.3% | 103,831 | $49.2M |
| Stifel Financial Corp. | 0.05% | Reduce -0.0% | 103,429 | $49.0M |
| Premier Fund Managers Ltd | 1.69% | No change | 100,000 | $47.5M |
| Swiss National Bank | 0.03% | Reduce -4.8% | 98,244 | $46.6M |
| Conestoga Capital Advisors, LLC | 0.61% | Add +1.4% | 97,832 | $46.4M |
| Dearborn Partners LLC | 1.88% | Reduce -1.1% | 94,485 | $44.8M |
| TimesSquare Capital Management, LLC | 0.62% | Reduce -18.5% | 90,340 | $42.8M |
| Natixis Advisors, LLC | 0.08% | Add +0.1% | 88,932 | $42.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -11.5% | 88,434 | $41.9M |
| Wilkinson Global Asset Management LLC | 2.54% | Reduce -0.2% | 87,128 | $41.3M |
| Anchor Capital Advisors LLC | 1.15% | Reduce -4.5% | 85,255 | $40.4M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.5% | 84,765 | $40.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -7.0% | 83,561 | $39.6M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -27.0% | 80,723 | $37.9M |
| Curi Capital, LLC | 0.86% | Reduce -0.1% | 78,561 | $37.2M |
| Jennison Associates LLC | 0.02% | Reduce -36.2% | 78,340 | $37.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +6.0% | 68,637 | $32.5M |
| Baskin Financial Services Inc. | 2.55% | Add +0.7% | 67,677 | $32.1M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +16.1% | 67,254 | $31.9M |
| Formuepleje A/S | 1.68% | Reduce -9.7% | 65,618 | $31.1M |
| Geneva Capital Management LLC | 0.52% | Reduce -7.3% | 63,059 | $29.9M |
| Macquarie Group Ltd. | 0.04% | Reduce -3.7% | 62,687 | $29.7M |
| Renaissance Technologies | 0.04% | Add +134.6% | 62,400 | $29.6M |
| Schwartz Investment Counsel Inc. | 1.04% | No change | 61,000 | $28.9M |
| Capital Advisors Inc. | 0.56% | Reduce -0.3% | 59,288 | $28.1M |
| Pembroke Management, LTD | 3.50% | Reduce -1.1% | 59,241 | $28.1M |
| Fenimore Asset Management Inc | 0.58% | Reduce -0.6% | 58,180 | $27.6M |
| California Public Employees Retirement System | 0.02% | Reduce -7.5% | 56,725 | $26.9M |
| EULAV Asset Management | 0.64% | Add +14.3% | 55,900 | $26.5M |
| Deutsche Bank AG | 0.01% | Reduce -8.7% | 54,970 | $26.0M |
| Retirement Systems of Alabama | 0.10% | Add +0.2% | 54,498 | $25.8M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -3.1% | 54,410 | $25.8M |
| National Pension Service | 0.02% | Reduce -2.7% | 53,300 | $25.3M |
| Motley Fool Asset Management LLC | 1.31% | Add +1.3% | 53,206 | $25.2M |
| Citigroup Inc. | 0.02% | Add +224.0% | 52,550 | $24.9M |
| William Blair Investment Management, LLC | 0.06% | Reduce -29.6% | 52,464 | $24.9M |
| Captrust Financial Advisors | 0.07% | Reduce -3.1% | 52,372 | $24.8M |
| California State Teachers Retirement System | 0.03% | Reduce -5.4% | 51,597 | $24.5M |
| Franklin Resources Inc. | 0.01% | Reduce -3.2% | 49,916 | $23.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.3% | 49,882 | $23.6M |
| Bradley Foster & Sargent Inc. | 0.37% | Add +0.3% | 46,900 | $22.2M |
| Nordea Investment Management AB | 0.02% | Reduce -9.8% | 46,639 | $22.2M |
| Sei Investments Co. | 0.03% | Reduce -10.9% | 46,596 | $22.1M |
| Squarepoint Ops LLC | 0.05% | Reduce -51.2% | 44,743 | $21.2M |
| Bath Savings Trust Co | 1.90% | Reduce -1.7% | 39,529 | $18.7M |
| Corebridge Financial, Inc. | 0.10% | Reduce -4.2% | 39,409 | $18.7M |
| Grace & White Inc. | 3.52% | Reduce -1.9% | 39,200 | $18.6M |
| WASHINGTON TRUST Co | 0.66% | Reduce -4.8% | 38,999 | $18.5M |
| LaFleur & Godfrey LLC | 2.51% | Reduce -6.4% | 38,634 | $18.3M |
| Storebrand Asset Management As | 0.06% | Reduce -29.4% | 38,467 | $18.2M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 38,869 | $18.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 37,291 | $17.7M |
| New York State Teachers Retirement System | 0.04% | Reduce -0.8% | 37,111 | $17.6M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +1.3% | 36,143 | $17.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.15% | Reduce -0.4% | 34,587 | $16.9M |
| AXA S.A. | 0.05% | Reduce -0.0% | 34,881 | $16.5M |
| Teachers Retirement System of the State of Kentucky | 0.14% | Reduce -0.7% | 34,227 | $16.2M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -14.4% | 34,153 | $16.2M |
| Carnegie Investment Counsel | 0.46% | Reduce -0.4% | 34,034 | $16.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -5.9% | 33,248 | $15.8M |
| Schonfeld Strategic Advisors LLC | 0.10% | Add +2636.7% | 33,169 | $15.7M |
| Wendell David Associates Inc. | 1.51% | Reduce -0.7% | 32,217 | $15.3M |
| HSBC Holdings PLC | 0.01% | Reduce -17.7% | 31,918 | $15.1M |
| Covington Investment Advisors Inc. | 2.27% | Reduce -1.0% | 31,985 | $15.1M |
| Comerica Bank | 0.06% | Reduce -3.9% | 30,864 | $14.6M |
| Motley Fool Wealth Management, LLC | 0.73% | Reduce -5.2% | 29,936 | $14.2M |
| Running Oak Capital LLC | 1.77% | Add +4.1% | 28,659 | $13.6M |
| BLI - Banque de Luxembourg Investments | 0.37% | — | 28,500 | $13.5M |
| LGT Group Foundation | 0.21% | Add +11.8% | 27,946 | $13.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -1.9% | 27,789 | $13.2M |
| LPL Financial LLC | 0.01% | Add +21.6% | 27,557 | $13.1M |
| Gotham Asset Management | 0.12% | Add +38.0% | 27,076 | $12.8M |
| Victory Capital Management Inc. | 0.01% | Add +15.6% | 26,760 | $12.7M |
| Heartland Advisors Inc. | 0.68% | Reduce -17.6% | 26,275 | $12.5M |
| Vantage Investment Partners, LLC | 1.08% | Reduce -2.9% | 26,205 | $12.4M |
| State of Wisconsin Investment Board | 0.03% | Add +0.2% | 25,809 | $12.2M |
| 2Xideas AG | 1.62% | Add +53.5% | 25,531 | $12.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +27.8% | 25,179 | $12.1M |
| Patrick Mauro Investment Advisor, INC. | 6.90% | Reduce -3.6% | 25,494 | $12.1M |
| Dudley & Shanley, Inc. | 1.86% | No change | 25,403 | $12.0M |
| AQR Capital Management | 0.02% | Add +15.1% | 25,167 | $11.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +8.8% | 24,908 | $11.8M |
| AE Wealth Management LLC | 0.10% | Reduce -6.1% | 24,931 | $11.8M |
| Amundi | 0.00% | Reduce -4.7% | 25,035 | $11.7M |
| Townsquare Capital LLC | 0.13% | Add +1.9% | 24,212 | $11.5M |
| Crown Oak Advisors, LLC | 5.88% | Add +20.5% | 24,121 | $11.4M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +1.8% | 23,119 | $11.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.9% | 22,327 | $10.6M |
| Janney Montgomery Scott LLC | 0.03% | New | 22,044 | $10.4M |
| Westfield Capital Management Co. LP | 0.05% | Reduce -3.4% | 22,016 | $10.4M |
| Public Employees Retirement Association of Colorado | 0.04% | Add +503.0% | 22,011 | $10.4M |
| Truist Financial Corp. | 0.02% | Reduce -49.1% | 21,843 | $10.4M |
| Korea Investment CORP | 0.02% | Add +198.7% | 21,611 | $10.2M |
| Oppenheimer Asset Management Inc. | 0.12% | Add +0.4% | 20,774 | $9.8M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -12.3% | 19,903 | $9.4M |
| MetLife Investment Management, LLC | 0.05% | Add +9.2% | 19,631 | $9.3M |
| DF Dent & Co. Inc. | 0.12% | Add +0.0% | 19,169 | $9.1M |
| Worldquant Millennium Advisors LLC | 0.06% | Add +3.7% | 19,010 | $9.0M |
| Danske Bank A/S | 0.03% | Add +22.7% | 18,593 | $8.8M |
| Kensington Investment Counsel, LLC | 3.65% | Add +3.9% | 18,452 | $8.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -10.5% | 18,418 | $8.7M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -2.1% | 18,398 | $8.7M |
| B. Metzler seel. Sohn & Co. AG | 0.09% | Reduce -15.6% | 18,333 | $8.7M |
| Anchor Investment Management, LLC | 0.81% | Add +7911.4% | 18,266 | $8.7M |
| Arcadia Investment Management Corp. | 1.38% | Reduce -4.8% | 18,187 | $8.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -20.4% | 18,075 | $8.6M |
| Regents Gate Capital LLP | 3.36% | — | 17,887 | $8.5M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -2.4% | 17,880 | $8.5M |
| Marshall Wace, LLP | 0.01% | Add +278.7% | 17,800 | $8.4M |
| Ipswich Investment Management Co., Inc. | 2.00% | Add +0.1% | 17,540 | $8.3M |
| Marks Group Wealth Management, Inc | 0.82% | Reduce -3.5% | 17,527 | $8.3M |
| Man Group plc | 0.03% | Add +26.8% | 17,474 | $8.3M |
| Buck Wealth Strategies, LLC | 1.72% | Add +29.5% | 17,450 | $8.3M |
| Tower Bridge Advisors | 0.88% | Reduce -1.3% | 17,095 | $8.1M |
| Amalgamated Bank | 0.07% | Reduce -0.8% | 16,994 | $8.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +2.8% | 16,855 | $8.0M |
| Vision Capital Management, Inc. | 1.16% | Reduce -0.4% | 16,721 | $7.9M |
| Southernsun Asset Management, LLC | 0.98% | Add +1.2% | 16,680 | $7.9M |
| Advisors Capital Management, LLC | 0.12% | Add +0.8% | 16,500 | $7.8M |
| FineMark National Bank & Trust | 0.27% | Reduce -2.3% | 16,355 | $7.8M |
| Redmond Asset Management, LLC | 1.93% | Add +2.4% | 16,270 | $7.7M |
| Naples Global Advisors, LLC | 0.72% | Reduce -1.3% | 16,258 | $7.7M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.1% | 16,110 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.3% | 15,978 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.8% | 15,747 | $7.5M |
| American Century Companies Inc. | 0.00% | Reduce -2.1% | 15,609 | $7.4M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.7% | 15,211 | $7.2M |
| Aberdeen Group plc | 0.01% | Add +0.4% | 15,052 | $7.2M |
| Princeton Global Asset Management LLC | 1.29% | Reduce -21.0% | 14,530 | $6.9M |
| Marsico Capital Management LLC | 0.19% | Reduce -24.1% | 14,415 | $6.8M |
| Royal London Asset Management Ltd. | 0.02% | No change | 14,385 | $6.8M |
| Achmea Investment Management B.V. | 0.11% | Reduce -9.4% | 14,078 | $6.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 14,067 | $6.7M |
| Verition Fund Management LLC | 0.03% | Add +252.9% | 14,019 | $6.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -7.0% | 13,906 | $6.6M |
| Cutter & CO Brokerage, Inc. | 1.59% | Add +9.4% | 13,763 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 13,669 | $6.5M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +37.4% | 13,662 | $6.5M |
| Quantbot Technologies LP | 0.24% | Add +47.0% | 13,608 | $6.4M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Add +2.3% | 13,600 | $6.4M |
| Hamilton Point Investment Advisors, LLC | 1.13% | Add +0.4% | 13,236 | $6.3M |
| Voya Investment Management LLC | 0.01% | Reduce -12.8% | 13,173 | $6.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +1.9% | 13,151 | $6.2M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -2.7% | 12,933 | $6.1M |
| Edgestream Partners, L.P. | 0.26% | Add +390.3% | 12,915 | $6.1M |
| Carderock Capital Management Inc. | 1.53% | Reduce -1.0% | 12,852 | $6.1M |
| Yousif Capital Management, LLC | 0.07% | Reduce -3.6% | 12,620 | $6.0M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 12,597 | $6.0M |
| Walleye Capital LLC | 0.06% | Add +351.6% | 12,477 | $5.9M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | — | 12,422 | $5.9M |
| US Bancorp \de | 0.01% | Add +1.3% | 12,134 | $5.8M |
| Guggenheim Capital LLC | 0.05% | Reduce -12.1% | 12,053 | $5.7M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -2.5% | 11,859 | $5.7M |
| NewEdge Wealth, LLC | 0.10% | Add +3.2% | 11,835 | $5.6M |
| KLP Kapitalforvaltning As | 0.03% | — | 11,800 | $5.6M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +3.4% | 11,640 | $5.5M |
| Bank of Montreal | 0.00% | Add +4.1% | 11,624 | $5.5M |
| Spectrum Wealth Counsel, LLC | 0.65% | Reduce -0.7% | 11,583 | $5.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.15% | Add +11.6% | 11,532 | $5.5M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -4.4% | 11,257 | $5.3M |
| Holocene Advisors, LP | 0.02% | Add +173.3% | 11,183 | $5.3M |
| Prosperity Consulting Group, LLC | 0.40% | Reduce -3.4% | 11,100 | $5.3M |
| Buckhead Capital Management LLC | 1.67% | Reduce -2.1% | 11,050 | $5.2M |
| CIBC Private Wealth Group LLC | 0.01% | Add +2.2% | 11,201 | $5.2M |
| Alerus Financial NA | 0.39% | Reduce -1.5% | 10,677 | $5.1M |
| Intech Investment Management LLC | 0.05% | Add +81.5% | 10,665 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.4% | 10,433 | $4.9M |
| Pathstone Holdings, LLC | 0.02% | Add +0.6% | 10,360 | $4.9M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -14.6% | 10,316 | $4.9M |
| Arizona State Retirement System | 0.03% | Add +1.5% | 10,104 | $4.8M |
| Monte Financial Group, LLC | 2.02% | Reduce -10.8% | 9,962 | $4.7M |
| Louisiana State Employees Retirement System | 0.09% | Add +1.0% | 9,700 | $4.6M |
| Prospect Capital Advisors, LLC | 2.65% | Reduce -17.6% | 9,635 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +9.4% | 9,623 | $4.6M |
| Voloridge Investment Management, LLC | 0.02% | Add +12.6% | 9,576 | $4.5M |
| &partners | 0.05% | Add +97.0% | 9,416 | $4.5M |
| K.J. Harrison & Partners Inc | 0.70% | Reduce -5.1% | 9,560 | $4.5M |
| Fiduciary Trust Co | 0.06% | Reduce -3.0% | 9,364 | $4.4M |
| Oppenheimer & Co. Inc. | 0.07% | Add +9.6% | 9,311 | $4.4M |
| D.A. Davidson & Co. | 0.04% | Add +0.6% | 9,139 | $4.3M |
| Alliance Wealth Advisors, LLC | 1.09% | Add +2.4% | 8,956 | $4.2M |
| Pinebridge Investments, L.P. | 0.03% | Add +42.7% | 8,955 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -19.3% | 8,580 | $4.2M |
| Crestline Management, L.P. | 0.14% | Add +278.8% | 8,709 | $4.1M |
| Jane Street Group, LLC | 0.01% | Reduce -70.6% | 8,704 | $4.1M |
| DNB Asset Management AS | 0.02% | Add +0.1% | 8,628 | $4.1M |
| Zurich Insurance Group Ltd | 0.03% | Add +107.7% | 8,517 | $4.0M |
| Atria Investments, Inc | 0.05% | Reduce -3.7% | 8,290 | $3.9M |
| State of Michigan Retirement System | 0.02% | Reduce -6.8% | 8,283 | $3.9M |
| Middleton & Co. Inc. | 0.43% | Reduce -1.3% | 8,277 | $3.9M |
| Illinois Municipal Retirement Fund | 0.06% | Reduce -27.9% | 8,214 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.8% | 8,026 | $3.9M |
| Nebula Research & Development LLC | 0.45% | Add +1392.8% | 8,091 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +5.3% | 7,929 | $3.8M |
| Focus Partners Wealth | 0.01% | Add +50.1% | 7,822 | $3.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -28.8% | 7,750 | $3.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.08% | Add +0.3% | 7,741 | $3.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +0.3% | 7,692 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Add +1609.0% | 7,622 | $3.6M |
| Brevan Howard Capital Management LP | 0.09% | Add +541.6% | 7,603 | $3.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -3.3% | 7,549 | $3.6M |
| Cibc World Market Inc. | 0.01% | Add +17.0% | 7,417 | $3.5M |
| Freedom Day Solutions, LLC | 1.03% | Reduce -2.5% | 7,301 | $3.5M |
| Forsta Ap-Fonden | 0.02% | Reduce -6.4% | 7,300 | $3.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -38.6% | 7,191 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -5.7% | 7,132 | $3.4M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -5.7% | 7,132 | $3.4M |
| New Age Alpha Advisors, LLC | 0.14% | New | 7,124 | $3.4M |
| New Mexico Educational Retirement Board | 0.11% | Add +11.2% | 7,118 | $3.4M |
| Oregon Public Employees Retirement Fund | 0.06% | Reduce -0.7% | 7,075 | $3.4M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -5.7% | 7,009 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -2.3% | 6,976 | $3.3M |
| IFM Investors Pty Ltd | 0.03% | Reduce -5.6% | 6,943 | $3.3M |
| Applied Capital LLC | 2.57% | Reduce -0.4% | 6,903 | $3.3M |
| Regions Financial Corp. | 0.02% | Add +0.8% | 6,737 | $3.2M |
| Appleton Partners Inc. | 0.24% | Reduce -0.8% | 6,713 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.9% | 6,680 | $3.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +14.9% | 6,662 | $3.2M |
| Quantinno Capital Management LP | 0.03% | Add +5.4% | 6,558 | $3.1M |
| TD Asset Management Inc | 0.00% | Add +4.2% | 6,510 | $3.1M |
| Centaurus Financial, Inc. | 0.19% | Add +4.2% | 6,423 | $3.0M |
| Hunter Associates Investment Management LLC | 0.46% | Reduce -2.3% | 6,405 | $3.0M |
| Van Eck Associates Corp. | 0.00% | Reduce -4.3% | 6,285 | $3.0M |
| KBC Group NV | 0.01% | Add +6.5% | 6,245 | $3.0M |
| WCM Investment Management, LLC | 0.01% | Reduce -6.2% | 6,191 | $2.9M |
| Abacus FCF Advisors LLC | 0.38% | Add +44.4% | 6,048 | $2.9M |
| Woodley Farra Manion Portfolio Management Inc. | 0.14% | Reduce -1.6% | 5,919 | $2.8M |
| Xponance LLC | 0.03% | Add +10.0% | 5,913 | $2.8M |
| River Road Asset Management, LLC | 0.04% | Reduce -58.0% | 5,809 | $2.8M |
| Argent Trust Co | 0.11% | Reduce -1.6% | 5,803 | $2.7M |
| Utah Retirement Systems | 0.03% | No change | 5,769 | $2.7M |
| Coldstream Capital Management Inc. | 0.06% | Add +5.6% | 5,727 | $2.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Reduce -28.7% | 5,719 | $2.7M |
| Employees Retirement System of Texas | 0.03% | No change | 5,718 | $2.7M |
| Empowered Funds, LLC | 0.04% | Add +13.2% | 5,695 | $2.7M |
| Mariner, LLC | 0.00% | Add +4.6% | 5,649 | $2.7M |
| Creative Planning | 0.00% | Add +7.6% | 5,610 | $2.7M |
| Landscape Capital Management, L.L.C. | 0.28% | New | 5,534 | $2.6M |
| National Bank of Canada | 0.00% | Add +15.9% | 5,499 | $2.6M |
| Aquatic Capital Management LLC | 0.07% | New | 5,487 | $2.6M |
| Obermeyer Wealth Partners | 0.13% | Add +1.4% | 5,450 | $2.6M |
| TrueMark Investments, LLC | 0.79% | Add +206.4% | 5,231 | $2.5M |
| Schroder Investment Management Group | 0.00% | Reduce -83.7% | 5,173 | $2.5M |
| Level Four Advisory Services, LLC | 0.10% | Add +0.9% | 5,176 | $2.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -19.8% | 5,158 | $2.4M |
| Pacer Advisors, Inc. | 0.01% | Reduce -0.2% | 5,111 | $2.4M |
| Old National Bancorp | 0.06% | Reduce -7.7% | 5,097 | $2.4M |
| Exchange Traded Concepts, LLC | 0.05% | New | 5,093 | $2.4M |
| Barbara Oil Co. | 0.98% | No change | 5,000 | $2.4M |
| Crown Advisors Management, Inc. | 1.52% | No change | 5,000 | $2.4M |
| TD Private Client Wealth LLC | 0.07% | Reduce -2.7% | 4,982 | $2.4M |
| AIA Group Ltd | 0.06% | Reduce -37.4% | 4,979 | $2.4M |
| UNIVEST FINANCIAL Corp | 0.15% | Add +0.5% | 4,928 | $2.3M |
| Jump Financial, LLC | 0.05% | New | 4,672 | $2.2M |
| Nomura Holdings Inc. | 0.01% | New | 4,622 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.9% | 4,582 | $2.2M |
| Toronto Dominion Bank | 0.00% | Add +6.9% | 4,552 | $2.2M |
| Northwest & Ethical Investments L.P. | 0.06% | Reduce -42.2% | 4,552 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.12% | Add +9.5% | 4,500 | $2.1M |
| First Hawaiian Bank | 0.07% | Add +1.1% | 4,435 | $2.1M |
| Credit Agricole S A | 0.01% | Add +60.5% | 4,355 | $2.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -0.3% | 4,296 | $2.1M |
| Lee Financial Co | 0.28% | Reduce -1.6% | 4,223 | $2.0M |
| Wolverine Asset Management LLC | 0.15% | Add +27.3% | 4,200 | $2.0M |
| Inspire Investing, LLC | 0.22% | Reduce -2.1% | 4,151 | $2.0M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | Reduce -3.2% | 4,106 | $1.9M |
| Taylor Frigon Capital Management LLC | 0.98% | Reduce -3.1% | 4,085 | $1.9M |
| Gateway Investment Advisers LLC | 0.02% | Reduce -11.4% | 4,032 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -17.8% | 3,994 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.6% | 3,972 | $1.9M |
| Avanza Fonder AB | 0.06% | — | 3,913 | $1.9M |
| Birch Capital Management, LLC | 0.93% | Reduce -3.3% | 3,905 | $1.9M |
| RFG Advisory, LLC | 0.05% | Reduce -1.5% | 3,893 | $1.8M |
| Fiducient Advisors LLC | 0.23% | New | 3,873 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.8% | 3,866 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +5.2% | 3,840 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +20.4% | 3,801 | $1.8M |
| Trueblood Wealth Management, LLC | 0.88% | Add +2.8% | 3,783 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.17% | No change | 3,735 | $1.8M |
| Ethic Inc. | 0.04% | Add +16.8% | 3,705 | $1.8M |
| Graham Capital Management, L.P. | 0.09% | New | 3,700 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | New | 3,536 | $1.7M |
| UMB Bank, n.a. | 0.03% | Add +1.7% | 3,646 | $1.7M |
| Schechter Investment Advisors, LLC | 0.13% | Reduce -2.0% | 3,593 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.3% | 3,582 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -29.1% | 3,577 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -3.3% | 3,509 | $1.7M |
| STRS Ohio | 0.01% | Add +7.4% | 3,484 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -12.7% | 3,367 | $1.6M |
| CoreCap Advisors, LLC | 0.07% | Add +7.6% | 3,357 | $1.6M |
| Citizens Financial Group Inc. | 0.03% | Add +2.5% | 3,299 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +264.5% | 3,288 | $1.6M |
| Saturna Capital Corp. | 0.02% | Add +9.5% | 3,263 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +10.0% | 3,210 | $1.5M |
| Access Financial Services, Inc. | 0.68% | Add +0.4% | 3,207 | $1.5M |
| Alpha Omega Wealth Management LLC | 0.29% | No change | 3,205 | $1.5M |
| Campbell Capital Management Inc. | 0.59% | Reduce -8.6% | 3,200 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | No change | 3,200 | $1.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 3,196 | $1.5M |
| Mirabaud Asset Management Ltd | 0.70% | Reduce -8.1% | 3,166 | $1.5M |
| FORA Capital, LLC | 0.17% | New | 3,170 | $1.5M |
| CHICAGO TRUST Co NA | 0.27% | Reduce -20.6% | 3,121 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Reduce -4.7% | 3,102 | $1.5M |
| J. W. Coons Advisors, LLC | 0.37% | Add +2.5% | 3,074 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Reduce -7.2% | 3,060 | $1.5M |
| Shaker Investments LLC | 0.61% | Reduce -59.6% | 3,059 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.2% | 3,046 | $1.4M |
| Semanteon Capital Management, LP | 0.77% | Add +31.3% | 3,036 | $1.4M |
| Lake Street Advisors Group, LLC | 0.07% | Add +285.0% | 3,011 | $1.4M |
| Annandale Capital, LLC | 0.28% | Add +0.1% | 3,009 | $1.4M |
| Freemont Management S.A. | 0.70% | No change | 3,000 | $1.4M |
| Procyon Advisors, LLC | 0.09% | Reduce -0.4% | 2,943 | $1.4M |
| Eastern Bank | 0.03% | Reduce -1.3% | 2,934 | $1.4M |
| CreativeOne Wealth, LLC | 0.04% | Add +3.8% | 2,927 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 2,915 | $1.4M |
| Portside Wealth Group, LLC | 0.23% | Add +2.8% | 2,906 | $1.4M |
| Confluence Wealth Services, Inc. | 0.09% | Add +19.9% | 2,745 | $1.4M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.02% | — | 2,812 | $1.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.7% | 2,800 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.3% | 2,797 | $1.3M |
| Belpointe Asset Management LLC | 0.08% | Reduce -0.3% | 2,734 | $1.3M |
| Oddo BHF Asset Management Sas | 0.07% | Add +0.7% | 2,726 | $1.3M |
| Harvey Investment Co. LLC | 0.15% | Add +1.1% | 2,715 | $1.3M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -12.0% | 2,707 | $1.3M |
| Securian Asset Management, Inc. | 0.04% | No change | 2,706 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +186.2% | 2,624 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -0.9% | 2,617 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.5% | 2,584 | $1.2M |
| Charter Oak Capital Management, LLC | 0.11% | Add +0.0% | 2,551 | $1.2M |
| Knollwood Investment Advisory, LLC | 0.13% | No change | 2,523 | $1.2M |
| Centennial Bank | 0.56% | Reduce -2.2% | 2,519 | $1.2M |
| Bridges Investment Management Inc. | 0.02% | Add +32.2% | 2,495 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -10.6% | 2,489 | $1.2M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -12.1% | 2,488 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +23.8% | 2,462 | $1.2M |
| Lindenwold Advisors, INC | 0.62% | Reduce -3.7% | 2,437 | $1.2M |
| Bokf, NA | 0.02% | Reduce -0.6% | 2,480 | $1.2M |
| Vestcor Inc | 0.04% | Reduce -76.1% | 2,396 | $1.1M |
| American National Bank & Trust | 0.13% | Reduce -0.3% | 2,380 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -7.2% | 2,330 | $1.1M |
| Choreo, LLC | 0.02% | Add +115.5% | 2,293 | $1.1M |
| Norden Group LLC | 0.12% | Reduce -1.5% | 2,292 | $1.1M |
| Ascent Group, LLC | 0.08% | Reduce -0.2% | 2,270 | $1.1M |
| Crawford Investment Counsel Inc. | 0.02% | No change | 2,263 | $1.1M |
| Swiss Life Asset Management Ltd | 0.01% | Add +241.5% | 2,220 | $1.1M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +18.3% | 2,209 | $1.0M |
| Cox Capital Mgt LLC | 0.67% | No change | 2,200 | $1.0M |
| Versor Investments LP | 0.18% | Add +10.0% | 2,200 | $1.0M |
| FAS Wealth Partners, Inc. | 0.09% | Add +0.3% | 2,186 | $1.0M |
| CIBC Asset Management Inc | 0.00% | Add +4.2% | 2,170 | $1.0M |
| Janus Henderson Group PLC | 0.00% | No change | 2,168 | $1.0M |
| TrinityPoint Wealth, LLC | 0.14% | Add +6.3% | 2,143 | $1.0M |
| Capital Analysts, LLC | 0.04% | Add +8.4% | 2,128 | $1.0M |
| Chicago Capital, LLC | 0.03% | New | 2,123 | $1.0M |
| Catalyst Funds Management Pty Ltd | 0.25% | New | 2,100 | $995K |
| SlateStone Wealth, LLC | 0.10% | Add +1.8% | 2,089 | $990K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +2.5% | 2,080 | $986K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +243.6% | 2,065 | $979K |
| Sterling Capital Management LLC | 0.01% | Add +55.4% | 2,050 | $971K |
| Jain Global LLC | 0.03% | — | 2,017 | $956K |
| Parsons Capital Management Inc. | 0.05% | Add +0.3% | 1,973 | $935K |
| Wealth Alliance, LLC | 0.11% | Reduce -1.6% | 1,964 | $931K |
| Commerce Bank | 0.01% | Reduce -4.5% | 1,953 | $926K |
| Meiji Yasuda Asset Management Co Ltd. | 0.04% | Add +1.2% | 1,949 | $924K |
| Oak Ridge Investments LLC | 0.07% | Add +0.1% | 1,939 | $919K |
| Allianz Asset Management GmbH | 0.00% | Reduce -20.3% | 1,922 | $911K |
| Benchmark Financial Wealth Advisors, LLC | 0.29% | New | 1,919 | $909K |
| Cranbrook Wealth Management, LLC | 0.21% | No change | 1,914 | $907K |
| LVW Advisors, LLC | 0.11% | Reduce -0.6% | 1,914 | $907K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -6.5% | 1,846 | $875K |
| First Commonwealth Financial Corp | 0.21% | Reduce -17.2% | 1,842 | $873K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -41.9% | 1,832 | $868K |
| Elevated Capital Advisors, LLC | 0.24% | Reduce -0.1% | 1,821 | $863K |
| Two Sigma Securities, LLC | 0.15% | Add +13.2% | 1,753 | $831K |
| M&T Bank Corp | 0.00% | Add +1.4% | 1,686 | $799K |
| Rwa Wealth Partners, LLC | 0.01% | New | 1,679 | $796K |
| Lombard Odier Asset Management (USA) Corp | 0.34% | New | 1,649 | $781K |
| Nicolet Advisory Services, LLC | 0.07% | Add +8.5% | 1,680 | $779K |
| M&G PLC | 0.01% | No change | 1,643 | $779K |
| ProShare Advisors LLC | 0.00% | Add +7.4% | 1,629 | $772K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 1,620 | $768K |
| Kestra Advisory Services, LLC | 0.00% | Add +30.5% | 1,613 | $764K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +14.0% | 1,607 | $762K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.4% | 1,594 | $755K |
| Trust Point Inc. | 0.05% | New | 1,593 | $755K |
| Ascentis Independent Advisors | 0.14% | Add +9.8% | 1,582 | $750K |
| Cibc World Markets Corp. | 0.00% | Reduce -22.3% | 1,574 | $746K |
| Webster Bank, N. A. | 0.08% | No change | 1,568 | $743K |
| Compound Planning, Inc. | 0.04% | Add +60.8% | 1,565 | $742K |
| Siemens Fonds Invest GmbH | 0.08% | Add +17.3% | 1,561 | $741K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Add +0.5% | 1,551 | $735K |
| Performance Wealth Partners, LLC | 0.02% | Add +6.7% | 1,527 | $724K |
| Engineers Gate Manager LP | 0.01% | Reduce -81.0% | 1,522 | $721K |
| Mayflower Financial Advisors, LLC | 0.11% | Reduce -17.8% | 1,503 | $712K |
| Vident Advisory, LLC | 0.01% | Add +12.8% | 1,495 | $709K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -8.8% | 1,488 | $705K |
| Teza Capital Management LLC | 0.11% | Reduce -63.7% | 1,488 | $705K |
| Impact Capital Partners LLC | 0.25% | — | 1,473 | $698K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +23.9% | 1,470 | $697K |
| BHK Investment Advisors, LLC | 0.26% | Add +0.1% | 1,461 | $692K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -3.8% | 1,481 | $687K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 1,426 | $676K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +20.9% | 1,418 | $672K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | Reduce -0.3% | 1,411 | $669K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -1.8% | 1,403 | $665K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.4% | 1,391 | $659K |
| Advocate Group LLC | 0.12% | No change | 1,384 | $656K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.6% | 1,375 | $652K |
| Tredje AP-fonden | 0.01% | Reduce -50.0% | 1,364 | $646K |
| Verity & Verity, LLC | 0.06% | New | 1,359 | $644K |
| Entropy Technologies, LP | 0.07% | New | 1,357 | $643K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +37.4% | 1,337 | $634K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.9% | 1,325 | $628K |
| QRG Capital Management, Inc. | 0.01% | Add +15.1% | 1,318 | $625K |
| Parcion Private Wealth LLC | 0.05% | No change | 1,314 | $623K |
| Tyche Wealth Partners LLC | 0.13% | New | 1,301 | $617K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +19.0% | 1,299 | $616K |
| Roundview Capital LLC | 0.04% | Add +21.2% | 1,282 | $608K |
| Shelton Capital Management | 0.01% | No change | 1,256 | $595K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -2.7% | 1,238 | $587K |
| CI Investments Inc. | 0.00% | Add +4.1% | 1,233 | $584K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 1,222 | $579K |
| Modera Wealth Management, LLC | 0.01% | Add +0.6% | 1,210 | $573K |
| Bank of Hawaii | 0.03% | No change | 1,201 | $569K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -10.8% | 1,200 | $569K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +1.8% | 1,196 | $567K |
| First Bank & Trust | 0.11% | Reduce -5.0% | 1,195 | $566K |
| Tudor Financial Inc. | 0.33% | No change | 1,195 | $566K |
| Lido Advisors, LLC | 0.00% | Add +7.6% | 1,191 | $564K |
| Equitable Trust Co. | 0.03% | Add +1.7% | 1,186 | $562K |
| Burney Co./ | 0.02% | No change | 1,178 | $558K |
| Jones Financial Companies LLLP | 0.00% | Add +81.0% | 1,178 | $558K |
| Advisor OS, LLC | 0.06% | Reduce -41.2% | 1,171 | $555K |
| Mattern Capital Management, LLC | 0.07% | Add +4.6% | 1,160 | $550K |
| Aviva PLC | 0.00% | Reduce -14.1% | 1,159 | $549K |
| Hilltop Holdings Inc. | 0.03% | Reduce -7.1% | 1,145 | $543K |
| Evergreen Capital Management LLC | 0.02% | Add +3.1% | 1,134 | $537K |
| Shell Asset Management Co. | 0.02% | No change | 1,099 | $521K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.4% | 1,083 | $513K |
| Trivium Point Advisory, LLC | 0.06% | Add +0.9% | 1,073 | $508K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -24.9% | 1,060 | $502K |
| Cary Street Partners Financial LLC | 0.02% | — | 1,050 | $498K |
| Park Place Capital Corp | 0.14% | Reduce -0.7% | 1,042 | $494K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.9% | 1,039 | $492K |
| Quantum Private Wealth, LLC | 0.16% | No change | 1,038 | $492K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.2% | 1,032 | $489K |
| Park National Corp. | 0.02% | Reduce -8.9% | 1,031 | $489K |
| Everpar Advisors LLC | 0.24% | Reduce -1.6% | 1,017 | $482K |
| Allstate Corp. | 0.01% | New | 1,010 | $479K |
| Tompkins Financial Corp. | 0.04% | No change | 1,000 | $474K |
| Clarius Group, LLC | 0.03% | No change | 1,000 | $474K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -63.6% | 990 | $469K |
| Fifth Third Bancorp | 0.00% | Reduce -1.5% | 981 | $465K |
| Tidal Investments LLC | 0.00% | Reduce -58.2% | 948 | $449K |
| Praxis Investment Management Inc. | 0.03% | New | 940 | $445K |
| Ellevest, Inc. | 0.03% | Reduce -2.2% | 937 | $444K |
| Millennium Management | 0.00% | Reduce -93.1% | 937 | $444K |
| Certior Financial Group, LLC | 0.39% | — | 933 | $442K |
| Greenleaf Trust | 0.00% | Add +11.6% | 932 | $442K |
| Delta Financial Group, Inc. | 0.10% | New | 930 | $441K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +879.8% | 921 | $436K |
| Adell Harriman & Carpenter Inc. | 0.03% | New | 913 | $433K |
| Prospera Financial Services Inc | 0.01% | No change | 911 | $432K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +4.2% | 904 | $428K |
| Haverford Trust Co | 0.00% | Reduce -0.3% | 904 | $428K |
| Arete Wealth Advisors, LLC | 0.03% | Add +10.6% | 898 | $427K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -4.0% | 898 | $426K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -0.4% | 898 | $426K |
| Heritage Family Offices, LLP | 0.21% | Reduce -6.3% | 898 | $425K |
| Mutual Advisors, LLC | 0.01% | Add +15.4% | 855 | $420K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | Add +785.0% | 885 | $419K |
| XTX Topco Ltd | 0.04% | New | 880 | $417K |
| CW Advisors, LLC | 0.01% | Add +9.2% | 867 | $412K |
| Venturi Wealth Management, LLC | 0.02% | Add +5.4% | 865 | $410K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | No change | 864 | $409K |
| Clearstead Advisors, LLC | 0.01% | Reduce -23.8% | 857 | $406K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -74.8% | 844 | $404K |
| Cwm, LLC | 0.00% | Reduce -11.1% | 846 | $401K |
| Callan Family Office, LLC | 0.03% | New | 842 | $399K |
| Profund Advisors LLC | 0.01% | Reduce -16.4% | 839 | $398K |
| ICW Investment Advisors LLC | 0.17% | Add +2.3% | 838 | $397K |
| Intrust Bank NA | 0.04% | Reduce -0.7% | 827 | $392K |
| Dark Forest Capital Management LP | 0.06% | New | 823 | $390K |
| Flputnam Investment Management Co. | 0.01% | Reduce -7.2% | 821 | $389K |
| Walleye Trading LLC | 0.01% | Reduce -72.9% | 820 | $389K |
| Stephens Inc. | 0.01% | Reduce -10.2% | 810 | $384K |
| Simon Quick Advisors, LLC | 0.02% | Add +15.6% | 808 | $383K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.5% | 749 | $381K |
| Larson Financial Group LLC | 0.02% | Reduce -29.6% | 801 | $380K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -0.9% | 795 | $377K |
| Enhancing Capital LLC | 0.30% | — | 793 | $376K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -3.3% | 800 | $371K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 780 | $371K |
| International Private Wealth Advisors LLC | 0.37% | Add +1.2% | 782 | $371K |
| Jag Capital Management, LLC | 0.05% | Reduce -7.3% | 770 | $365K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.9% | 769 | $364K |
| Penserra Capital Management LLC | 0.01% | Reduce -1.8% | 767 | $362K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 761 | $361K |
| EP Wealth Advisors, LLC | 0.00% | Add +41.0% | 760 | $360K |
| HB Wealth Management, LLC | 0.00% | New | 757 | $359K |
| Centennial Wealth Advisory LLC | 0.14% | Add +3.0% | 754 | $358K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +36.0% | 752 | $356K |
| Dakota Wealth Management | 0.01% | No change | 752 | $356K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -5.2% | 749 | $355K |
| Waterloo Capital, L.P. | 0.04% | Reduce -9.2% | 742 | $352K |
| World Equity Group, Inc. | 0.08% | New | 738 | $350K |
| Intrepid Capital Management Inc. | 0.22% | Reduce -82.9% | 736 | $349K |
| Taylor Hoffman Capital Management LLC | 0.12% | No change | 724 | $343K |
| Summit Financial, LLC | 0.01% | Add +42.3% | 710 | $336K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -12.5% | 700 | $332K |
| Checchi Capital Advisers, LLC | 0.02% | Add +0.6% | 696 | $330K |
| My Legacy Advisors, LLC | 0.13% | Add +3.1% | 687 | $329K |
| Eagle Global Advisors LLC | 0.01% | No change | 693 | $328K |
| Groesbeck Investment Management Corp. | 0.42% | Reduce -53.8% | 686 | $325K |
| Platform Technology Partners | 0.10% | No change | 685 | $325K |
| EntryPoint Capital, LLC | 0.14% | New | 680 | $322K |
| Woodstock Corp. | 0.03% | No change | 675 | $320K |
| First Citizens Bank & Trust Co. | 0.01% | Add +8.7% | 674 | $319K |
| Bleakley Financial Group, LLC | 0.01% | Add +8.5% | 674 | $319K |
| Fulcrum Capital LLC | 0.07% | Add +8.4% | 671 | $318K |
| Bank of Nova Scotia | 0.00% | Reduce -60.8% | 665 | $315K |
| Phillips Wealth Planners LLC | 0.31% | Reduce -16.8% | 678 | $315K |
| Assetmark, Inc. | 0.00% | Add +8.2% | 662 | $314K |
| Huntington National Bank | 0.00% | Reduce -12.1% | 655 | $310K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.5% | 655 | $310K |
| Savant Capital, LLC | 0.00% | Reduce -0.5% | 647 | $306K |
| Modern Wealth Management, LLC | 0.01% | Add +1.4% | 637 | $302K |
| Gsa Capital Partners LLP | 0.02% | Reduce -67.6% | 633 | $300K |
| Crestwood Advisors Group, LLC | 0.01% | Add +18.5% | 633 | $300K |
| Cynosure Group, LLC | 0.04% | Reduce -26.6% | 631 | $299K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -5.1% | 618 | $293K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 616 | $292K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.8% | 614 | $291K |
| Blue Barn Wealth, LLC | 0.15% | Add +1.5% | 610 | $289K |
| Arkadios Wealth Advisors | 0.02% | Reduce -5.6% | 608 | $288K |
| Raiffeisen Bank International AG | 0.00% | — | 603 | $286K |
| FourThought Financial Partners, LLC | 0.03% | New | 602 | $285K |
| Boit C F David | 0.14% | No change | 600 | $284K |
| Nixon Peabody Trust Co. | 0.02% | No change | 600 | $284K |
| Signaturefd, LLC | 0.01% | Reduce -4.2% | 593 | $281K |
| Waldron Private Wealth LLC | 0.01% | No change | 587 | $278K |
| Advisory Services Network, LLC | 0.01% | Add +0.3% | 585 | $277K |
| Csenge Advisory Group | 0.01% | Add +0.2% | 582 | $276K |
| Legacy Trust | 0.06% | No change | 580 | $275K |
| Napatree Capital LLC | 0.16% | No change | 576 | $273K |
| Davidson Kahn Capital Management, LLC | 0.25% | — | 561 | $266K |
| Prospect Financial Services LLC | 0.14% | Reduce -1.8% | 560 | $265K |
| HighPoint Advisor Group LLC | 0.01% | New | 560 | $264K |
| GTS Securities LLC | 0.01% | New | 557 | $264K |
| Aureus Asset Management, LLC | 0.02% | No change | 551 | $261K |
| Autumn Glory Partners, LLC | 0.13% | Reduce -60.0% | 548 | $260K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 544 | $258K |
| First Horizon Advisors, Inc. | 0.01% | Add +6.3% | 544 | $258K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -6.8% | 544 | $258K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -4.6% | 543 | $257K |
| GAMMA Investing LLC | 0.02% | Add +8.8% | 534 | $253K |
| Northside Capital Management, LLC | 0.07% | No change | 528 | $250K |
| Caprock Group, LLC | 0.01% | New | 526 | $249K |
| Gibbs Wealth Management | 0.07% | Add +28.4% | 524 | $248K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Reduce -66.9% | 522 | $247K |
| International Assets Investment Management, LLC | 0.02% | Add +10.9% | 527 | $247K |
| Cordatus Wealth Management LLC | 0.06% | Add +1.0% | 519 | $246K |
| Quadrant Capital Group LLC | 0.02% | Reduce -10.7% | 518 | $245K |
| PGIM Custom Harvest LLC | 0.00% | New | 516 | $245K |
| Sava Infond d.o.o. | 0.04% | — | 515 | $244K |
| KKM Financial LLC | 0.10% | No change | 508 | $241K |
| Seeds Investor LLC | 0.07% | No change | 505 | $239K |
| Forum Financial Management, LP | 0.00% | No change | 504 | $239K |
| River Wealth Advisors LLC | 0.03% | Add +0.4% | 502 | $238K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 500 | $237K |
| Aigen Investment Management, LP | 0.04% | Reduce -56.0% | 500 | $237K |
| 1834 Investment Advisors Co. | 0.03% | No change | 495 | $235K |
| Synovus Financial Corp. | 0.00% | No change | 493 | $234K |
| Breakwater Capital Group | 0.05% | No change | 491 | $233K |
| BankPlus Trust Department | 0.08% | — | 489 | $232K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -63.8% | 489 | $232K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.5% | 484 | $229K |
| Tower Wealth Partners, Inc. | 0.12% | No change | 482 | $228K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -10.4% | 481 | $228K |
| StoneX Group Inc. | 0.01% | New | 478 | $227K |
| Prudential PLC | 0.00% | Reduce -58.6% | 477 | $226K |
| MAI Capital Management | 0.00% | New | 477 | $226K |
| LRI Investments, LLC | 0.02% | No change | 472 | $224K |
| Metis Global Partners, LLC | 0.01% | Add +9.5% | 472 | $224K |
| LifeWealth Investments, LLC | 0.15% | — | 465 | $220K |
| Independent Advisor Alliance | 0.00% | New | 465 | $220K |
| SageView Advisory Group, LLC | 0.01% | Add +7.1% | 465 | $220K |
| Berry Wealth Group, LP | 0.16% | Add +12.9% | 463 | $219K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 462 | $219K |
| Voya Financial Advisors, Inc. | 0.02% | No change | 461 | $219K |
| Wealthfront Advisers LLC | 0.00% | Add +3.9% | 455 | $216K |
| Oarsman Capital, Inc. | 0.04% | No change | 453 | $215K |
| Trinity Financial Advisors LLC | 0.08% | No change | 452 | $212K |
| Jefferies Financial Group Inc. | 0.00% | No change | 445 | $211K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -20.9% | 444 | $211K |
| Stratos Investment Management, LLC | 0.01% | Add +0.5% | 443 | $210K |
| iSAM Funds (UK) Ltd | 0.15% | Reduce -62.4% | 439 | $208K |
| Fund 1 Investments, LLC | 0.03% | New | 438 | $208K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -9.3% | 431 | $204K |
| Bridgefront Capital, LLC | 0.07% | New | 429 | $203K |
| Rodgers Brothers Inc. | 0.03% | Reduce -1.6% | 426 | $202K |
| Baker Tilly Wealth Management, LLC | 0.08% | No change | 423 | $200K |
| Koshinski Asset Management, Inc. | 0.02% | Add +2.9% | 423 | $200K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 423 | $200K |
| HM Payson & Co. | 0.00% | No change | 410 | $194K |
| Promus Capital, LLC | 0.15% | — | 400 | $190K |
| IFP Advisors, Inc | 0.01% | Reduce -26.7% | 390 | $188K |
| Colonial Trust Co / SC | 0.03% | Reduce -1.3% | 394 | $187K |
| Principal Securities, Inc. | 0.00% | Add +6.9% | 373 | $177K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +13.0% | 373 | $177K |
| Ossiam | 0.00% | Reduce -23.0% | 369 | $175K |
| SG Americas Securities, LLC | 0.00% | Reduce -36.8% | 362 | $172K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 356 | $169K |
| Covestor Ltd | 0.11% | Add +5.1% | 353 | $168K |
| Bessemer Group Inc. | 0.00% | Add +8.3% | 341 | $162K |
| Hilltop National Bank | 0.05% | Reduce -7.8% | 321 | $152K |
| CENTRAL TRUST Co | 0.00% | No change | 315 | $149K |
| Endeavor Private Wealth, Inc. | 0.14% | — | 313 | $148K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -14.0% | 301 | $143K |
| Y.D. More Investments Ltd | 0.01% | No change | 300 | $142K |
| Bellwether Advisors, LLC | 0.03% | New | 300 | $142K |
| Evermay Wealth Management LLC | 0.02% | No change | 295 | $140K |
| Allworth Financial LP | 0.00% | Add +3.8% | 272 | $137K |
| Mather Group, Llc. | 0.00% | Add +7.3% | 278 | $132K |
| Eagle Bay Advisors LLC | 0.08% | Reduce -12.4% | 276 | $131K |
| Blue Trust, Inc. | 0.00% | Reduce -48.6% | 271 | $128K |
| Natixis | 0.00% | New | 264 | $125K |
| Arax Advisory Partners | 0.01% | Add +108.1% | 256 | $121K |
| Ostrum Asset Management | 0.01% | Reduce -3.2% | 242 | $115K |
| Cove Street Capital, LLC | 0.13% | No change | 240 | $114K |
| Bayforest Capital Ltd | 0.14% | — | 235 | $111K |
| GeoWealth Management, LLC | 0.00% | Reduce -5.6% | 235 | $111K |
| Continuum Advisory, LLC | 0.01% | No change | 228 | $108K |
| Trust Co. of Vermont | 0.01% | No change | 222 | $105K |
| Archer Investment Corp | 0.03% | No change | 216 | $102K |
| Global Retirement Partners, LLC | 0.00% | Add +71.0% | 212 | $100K |
| Mascoma Wealth Management LLC | 0.02% | No change | 205 | $97K |
| Canada Pension Plan Investment Board | 0.00% | New | 200 | $95K |
| Whittier Trust Co. | 0.00% | Reduce -6.6% | 198 | $94K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.5% | 195 | $92K |
| R Squared Ltd | 0.09% | — | 190 | $90K |
| Headlands Technologies LLC | 0.01% | Reduce -55.1% | 189 | $90K |
| Richardson Financial Services Inc. | 0.06% | Reduce -17.8% | 185 | $88K |
| Financial Network Wealth Advisors LLC | 0.14% | Reduce -58.0% | 156 | $74K |
| MCF Advisors LLC | 0.01% | Add +30.4% | 150 | $71K |
| Private Trust Co. NA | 0.01% | No change | 150 | $71K |
| Balefire, LLC | 0.02% | New | 151 | $71K |
| Tortoise Investment Management, LLC | 0.01% | Add +76.2% | 148 | $70K |
| Creative Financial Designs Inc. | 0.01% | No change | 145 | $69K |
| Smartleaf Asset Management LLC | 0.01% | Add +13.0% | 130 | $62K |
| Resources Management Corp. /CT/ | 0.01% | Reduce -3.9% | 125 | $59K |
| LGT Financial Advisors LLC | 0.13% | No change | 123 | $58K |
| Brooklyn Investment Group | 0.02% | Add +16.3% | 114 | $54K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 111 | $53K |
| Golden State Wealth Management, LLC | 0.01% | — | 106 | $50K |
| Atala Financial Inc | 0.03% | — | 103 | $49K |
| AlphaQuest LLC | 0.01% | Reduce -58.6% | 103 | $49K |
| Hexagon Capital Partners LLC | 0.01% | Add +3300.0% | 102 | $48K |
| Rise Advisors, LLC | 0.02% | Add +1.1% | 90 | $42K |
| Ransom Advisory, Ltd | 0.02% | No change | 88 | $42K |
| Lindbrook Capital, LLC | 0.00% | Reduce -12.5% | 84 | $40K |
| Wingate Wealth Advisors, Inc. | 0.04% | — | 76 | $36K |
| Rialto Wealth Management, LLC | 0.01% | — | 65 | $31K |
| Hartford Financial Management Inc. | 0.01% | Reduce -5.8% | 65 | $31K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 65 | $31K |
| West Branch Capital LLC | 0.01% | No change | 63 | $30K |
| WPG Advisers, LLC | 0.03% | — | 60 | $28K |
| Hall Laurie J Trustee | 0.01% | No change | 60 | $28K |
| First PREMIER Bank | 0.01% | No change | 59 | $28K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 56 | $27K |
| Bogart Wealth, LLC | 0.00% | Add +8.0% | 54 | $26K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.9% | 52 | $25K |
| Broadwater Capital Management LLC | 0.02% | Reduce -16.7% | 50 | $24K |
| PSI Advisors, LLC | 0.01% | No change | 50 | $24K |
| Global Financial Private Client, LLC | 0.01% | Add +4.3% | 49 | $23K |
| North Star Investment Management Corp. | 0.00% | New | 47 | $22K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 46 | $22K |
| RE Dickinson Investment Advisors, LLC | 0.02% | No change | 44 | $21K |
| Manchester Capital Management LLC | 0.00% | Add +34.4% | 43 | $20K |
| Solstein Capital, LLC | 0.01% | No change | 42 | $20K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 41 | $19K |
| Aventura Private Wealth, LLC | 0.01% | — | 40 | $19K |
| Legacy Bridge, LLC | 0.01% | No change | 40 | $19K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 40 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 40 | $19K |
| Legacy Investment Solutions, LLC | 0.01% | No change | 40 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 40 | $19K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 39 | $18K |
| Transce3nd, LLC | 0.01% | — | 38 | $18K |
| FSA Wealth Management LLC | 0.01% | No change | 38 | $18K |
| Parvin Asset Management, LLC | 0.02% | — | 37 | $18K |
| Spire Wealth Management | 0.00% | Add +75.0% | 35 | $17K |
| Main Street Group, LTD | 0.01% | No change | 35 | $17K |
| WR Wealth Planners, LLC | 0.01% | No change | 35 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 35 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 34 | $16K |
| GoalVest Advisory LLC | 0.00% | Reduce -60.7% | 33 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 32 | $15K |
| Meeder Asset Management Inc. | 0.00% | Add +255.6% | 32 | $15K |
| Hemington Wealth Management | 0.00% | Add +32.0% | 33 | $15K |
| CVA Family Office, LLC | 0.00% | Add +3.5% | 30 | $14K |
| IMG Wealth Management, Inc. | 0.01% | — | 29 | $14K |
| Winch Advisory Services, LLC | 0.00% | New | 29 | $14K |
| Coppell Advisory Solutions LLC | 0.00% | Add +73.3% | 26 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 26 | $12K |
| TCTC Holdings, LLC | 0.00% | New | 26 | $12K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 26 | $12K |
| Fortitude Family Office, LLC | 0.00% | No change | 25 | $12K |
| Kestra Investment Management, LLC | 0.00% | New | 25 | $12K |
| Private Wealth Management Group, LLC | 0.00% | No change | 24 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 21 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 21 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -4.8% | 20 | $9K |
| SouthState Bank Corp | 0.00% | New | 20 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 20 | $9K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 20 | $9K |
| Versant Capital Management, Inc | 0.00% | Reduce -76.3% | 19 | $9K |
| Smithfield Trust Co | 0.00% | No change | 20 | $9K |
| Financial Life Planners | 0.01% | — | 18 | $9K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | No change | 18 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +1600.0% | 17 | $8K |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -95.2% | 16 | $8K |
| New Wave Wealth Advisors LLC | 0.00% | New | 16 | $8K |
| Pingora Partners LLC | 0.00% | No change | 15 | $7K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 15 | $7K |
| TD Capital Management LLC | 0.00% | New | 14 | $7K |
| ESL Trust Services, LLC | 0.00% | No change | 14 | $7K |
| Mendota Financial Group, LLC | 0.00% | No change | 13 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 13 | $6K |
| Pathway Financial Advisers, LLC | 0.00% | Add +8.3% | 13 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 12 | $6K |
| High Note Wealth, LLC | 0.00% | New | 12 | $6K |
| Addison Advisors LLC | 0.00% | No change | 11 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 11 | $5K |
| Park Square Financial Group, LLC | 0.00% | — | 10 | $5K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 10 | $5K |
| Copia Wealth Management | 0.00% | — | 8 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 7 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 7 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 7 | $3K |
| Logan Capital Management Inc. | 0.00% | New | 6 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 6 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 6 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $3K |
| Orion Capital Management LLC | 0.00% | New | 5 | $2K |
| Missouri Trust & Investment Co | 0.00% | New | 5 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $2K |
| Painted Porch Advisors LLC | 0.00% | New | 4 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 4 | $2K |
| Sachetta, LLC | 0.00% | No change | 4 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 4 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 3 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $1K |
| Quent Capital, LLC | 0.00% | Reduce -60.0% | 2 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $948 |
| Millstone Evans Group, LLC | 0.00% | — | 2 | $948 |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 2 | $948 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $948 |
| Key Financial Inc | 0.00% | No change | 2 | $948 |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 2 | $948 |
| HHM Wealth Advisors, LLC | 0.00% | New | 2 | $948 |
| Lanark Financial, Inc. | 0.06% | — | 1 | $614 |
| Capital A Wealth Management, LLC | 0.00% | — | 1 | $474 |
| Riverview Trust Co | 0.00% | No change | 1 | $474 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $474 |
| Principia Wealth Advisory, LLC | 0.00% | — | 1 | $474 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $474 |
| NewSquare Capital LLC | 0.00% | New | 1 | $474 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $474 |
"% of holder's portfolio" is WSO's weight in each manager's 13F, not the share of Watsco Inc. the manager owns.