WatscoWSO
13F holders, Q1 2025 (March 31)840holders +18
77new positions
62sold out
7famous investors
$508.03avg. 13F price*
At the end of Q1 2025, 840 institutions reported holding Watsco Inc. (WSO) in their 13F filings, up 18 from Q4 2024. 77 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($1.9B), Vanguard Group Inc. ($1.8B) and FMR LLC ($1.7B). 7 famous investors held it, including Tom Gayner (2.7% of Markel Group's portfolio), Joel Greenblatt (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $113.5M |
| Exits | 62 | $161.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,873,763 shares bought and 1,497,991 shares sold, net +375,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 840 holders
| BlackRock, Inc. | 0.04% | Reduce -0.3% | 3,723,348 | $1.9B |
| Vanguard Group Inc. | 0.03% | Reduce -1.4% | 3,568,862 | $1.8B |
| FMR LLC | 0.11% | Reduce -1.8% | 3,407,807 | $1.7B |
| Kayne Anderson Rudnick Investment Management LLC | 1.94% | Add +0.5% | 1,557,610 | $791.7M |
| Charles Schwab Investment Management Inc. | 0.14% | Add +6.0% | 1,454,512 | $739.1M |
| State Street Corp. | 0.03% | Add +1.3% | 1,238,087 | $629.3M |
| Baillie Gifford & Co. | 0.45% | Reduce -7.2% | 1,019,100 | $518.0M |
| Blair William & Co. | 1.25% | Add +5.7% | 814,712 | $414.1M |
| Geode Capital Management, LLC | 0.03% | Add +5.0% | 761,504 | $386.4M |
| Morgan Stanley | 0.02% | Add +9.7% | 668,764 | $339.9M |
| Capital World Investors | 0.05% | Reduce -0.8% | 634,018 | $322.3M |
| Markel Group | 2.67% | No change | 590,500 | $300.2M |
| Neuberger Berman Group LLC | 0.24% | Reduce -6.1% | 559,574 | $284.4M |
| JPMorgan Chase & Co. | 0.02% | Add +4.0% | 496,428 | $252.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +62.9% | 468,875 | $238.3M |
| Wells Fargo & Company | 0.06% | Reduce -1.8% | 458,265 | $232.9M |
| Captrust Financial Advisors | 0.49% | Add +640.6% | 387,870 | $197.2M |
| Raymond James Financial Inc. | 0.07% | Add +1.1% | 375,803 | $191.0M |
| Hamlin Capital Management, LLC | 4.27% | Add +1.8% | 351,271 | $178.6M |
| Northern Trust Corp. | 0.03% | Add +0.7% | 335,584 | $170.6M |
| Wellington Management Group LLP | 0.03% | Reduce -6.7% | 330,179 | $167.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.0% | 328,303 | $166.9M |
| DAVENPORT & Co LLC | 0.97% | Reduce -0.9% | 324,796 | $164.5M |
| Citadel Advisors | 0.15% | Add +80.1% | 291,079 | $148.0M |
| Bahl & Gaynor LLC | 0.75% | Add +15.4% | 290,327 | $147.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +3.1% | 268,284 | $136.4M |
| Lord, Abbett & Co. LLC | 0.46% | Add +8.8% | 240,086 | $122.0M |
| Royal Bank of Canada | 0.03% | Add +0.7% | 229,597 | $116.7M |
| Barclays PLC | 0.05% | Reduce -4.8% | 226,213 | $115.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.0% | 223,357 | $113.5M |
| Welch & Forbes LLC | 1.41% | Reduce -0.9% | 212,257 | $107.9M |
| Caledonia Investments PLC | 11.50% | No change | 194,427 | $98.9M |
| Norges Bank | 0.01% | Reduce -25.2% | 186,647 | $94.9M |
| Bank of America Corp. | 0.01% | Add +31.7% | 186,585 | $94.8M |
| Squarepoint Ops LLC | 0.20% | Add +264.3% | 163,006 | $82.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.20% | Reduce -41.6% | 153,258 | $77.9M |
| Williams Jones Wealth Management, LLC. | 0.95% | Add +1.4% | 146,406 | $74.4M |
| Brown Brothers Harriman & Co. | 0.52% | Add +10.4% | 146,195 | $74.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +11.3% | 145,060 | $73.7M |
| Corient Private Wealth LP | 0.12% | Reduce -9.1% | 143,508 | $72.9M |
| UBS Group AG | 0.02% | Add +0.1% | 138,419 | $70.4M |
| King Luther Capital Management Corp. | 0.31% | Add +2.9% | 130,494 | $66.3M |
| Benjamin Edwards Inc. | 0.90% | Add +15.9% | 126,107 | $64.1M |
| Handelsbanken Fonder AB | 0.26% | Add +0.8% | 123,458 | $62.8M |
| First Trust Advisors LP | 0.05% | Reduce -5.6% | 115,313 | $58.6M |
| Howland Capital Management LLC | 2.60% | Reduce -3.4% | 114,824 | $58.4M |
| GW&K Investment Management, LLC | 0.54% | Add +0.5% | 114,713 | $58.3M |
| AEGON ASSET MANAGEMENT UK Plc | 0.83% | Reduce -19.1% | 112,565 | $57.0M |
| Invesco Ltd. | 0.01% | Reduce -41.8% | 109,733 | $55.8M |
| Baird Financial Group, Inc. | 0.11% | Reduce -2.4% | 107,925 | $54.9M |
| Legal & General Group Plc | 0.01% | Reduce -0.1% | 107,767 | $54.8M |
| Jacobs Levy Equity Management, Inc. | 0.22% | New | 107,290 | $54.5M |
| Rhumbline Advisers | 0.05% | Reduce -0.5% | 105,845 | $53.8M |
| Conestoga Capital Advisors, LLC | 0.81% | Add +7.5% | 105,192 | $53.5M |
| Riverbridge Partners LLC | 0.84% | Reduce -8.8% | 103,523 | $52.6M |
| Stifel Financial Corp. | 0.06% | Reduce -1.7% | 101,696 | $51.7M |
| Premier Fund Managers Ltd | 1.87% | Add +0.0% | 100,035 | $50.1M |
| Swiss National Bank | 0.04% | No change | 98,244 | $49.9M |
| Wilkinson Global Asset Management LLC | 2.77% | Add +0.1% | 87,168 | $44.3M |
| Natixis Advisors, LLC | 0.08% | Reduce -2.3% | 86,910 | $44.2M |
| Principal Financial Group Inc. | 0.02% | Add +1.4% | 85,964 | $43.7M |
| Anchor Capital Advisors LLC | 1.24% | Reduce -4.2% | 81,708 | $41.5M |
| Nuveen, LLC | 0.01% | — | 81,089 | $41.2M |
| Marshall Wace, LLP | 0.05% | Add +343.3% | 78,915 | $40.1M |
| Dearborn Partners LLC | 1.89% | Reduce -17.9% | 77,608 | $39.4M |
| Curi Capital, LLC | 0.96% | Reduce -3.1% | 76,139 | $38.7M |
| Swedbank AB | 0.05% | Reduce -27.1% | 75,731 | $38.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -0.6% | 68,220 | $34.7M |
| Baskin Financial Services Inc. | 2.79% | Reduce -0.2% | 67,541 | $34.3M |
| Geneva Capital Management LLC | 0.63% | Add +4.8% | 66,056 | $33.6M |
| Schwartz Investment Counsel Inc. | 1.15% | Add +8.2% | 66,000 | $33.5M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -2.7% | 65,447 | $33.3M |
| TimesSquare Capital Management, LLC | 0.52% | Reduce -30.2% | 63,075 | $32.1M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -25.0% | 60,575 | $31.0M |
| Capital Advisors Inc. | 0.61% | Add +1.1% | 59,909 | $30.5M |
| Fenimore Asset Management Inc | 0.63% | Add +0.4% | 58,405 | $29.7M |
| EULAV Asset Management | 0.70% | No change | 55,900 | $28.4M |
| Deutsche Bank AG | 0.01% | Add +0.8% | 55,391 | $28.2M |
| California Public Employees Retirement System | 0.02% | Reduce -3.7% | 54,616 | $27.8M |
| Retirement Systems of Alabama | 0.11% | Add +0.1% | 54,538 | $27.7M |
| Macquarie Group Ltd. | 0.03% | Reduce -14.3% | 53,707 | $27.3M |
| Nordea Investment Management AB | 0.03% | Add +17.1% | 54,617 | $27.3M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -1.4% | 53,643 | $27.3M |
| Worldquant Millennium Advisors LLC | 0.17% | Add +180.3% | 53,280 | $27.1M |
| Franklin Resources Inc. | 0.01% | Add +6.3% | 53,071 | $27.0M |
| California State Teachers Retirement System | 0.03% | Add +0.5% | 51,831 | $26.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -42.8% | 50,588 | $25.7M |
| Citigroup Inc. | 0.02% | Reduce -6.4% | 49,197 | $25.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.8% | 48,992 | $24.9M |
| Jennison Associates LLC | 0.02% | Reduce -37.6% | 48,877 | $24.8M |
| Sei Investments Co. | 0.03% | Add +1.7% | 47,374 | $24.1M |
| Motley Fool Asset Management LLC | 1.29% | Reduce -15.1% | 45,175 | $23.0M |
| Bradley Foster & Sargent Inc. | 0.38% | Reduce -7.3% | 43,460 | $22.1M |
| Gotham Asset Management | 0.18% | Add +55.3% | 42,056 | $21.4M |
| Russell Investments Group, Ltd. | 0.03% | Add +141.7% | 40,734 | $20.7M |
| Bath Savings Trust Co | 2.07% | Reduce -0.5% | 39,314 | $20.0M |
| Ameriprise Financial Inc. | 0.01% | Add +5.3% | 39,281 | $20.0M |
| Grace & White Inc. | 3.85% | Reduce -0.2% | 39,130 | $19.9M |
| AXA S.A. | 0.07% | Add +11.2% | 38,781 | $19.7M |
| Corebridge Financial, Inc. | 0.11% | Reduce -2.4% | 38,469 | $19.6M |
| LaFleur & Godfrey LLC | 2.64% | Reduce -1.0% | 38,256 | $19.4M |
| WASHINGTON TRUST Co | 0.74% | Reduce -2.1% | 38,166 | $19.4M |
| Storebrand Asset Management As | 0.06% | Reduce -1.0% | 38,097 | $19.4M |
| Renaissance Technologies | 0.03% | Reduce -39.1% | 38,000 | $19.3M |
| DekaBank Deutsche Girozentrale | 0.04% | Reduce -0.1% | 38,830 | $19.1M |
| State Board of Administration of Florida Retirement System | 0.04% | No change | 36,143 | $18.4M |
| New York State Teachers Retirement System | 0.04% | Reduce -4.6% | 35,411 | $18.0M |
| Pembroke Management, LTD | 2.61% | Reduce -40.6% | 35,161 | $17.9M |
| Teachers Retirement System of the State of Kentucky | 0.16% | Add +0.0% | 34,228 | $17.4M |
| Comerica Bank | 0.07% | Add +10.8% | 34,204 | $17.4M |
| Danske Bank A/S | 0.05% | Add +83.8% | 34,184 | $17.4M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -0.1% | 34,124 | $17.3M |
| Jane Street Group, LLC | 0.03% | Add +290.2% | 33,962 | $17.3M |
| Covington Investment Advisors Inc. | 2.55% | Add +0.7% | 32,220 | $16.4M |
| Wendell David Associates Inc. | 1.63% | Reduce -0.4% | 32,088 | $16.3M |
| Running Oak Capital LLC | 1.95% | Add +11.0% | 31,815 | $16.2M |
| Carnegie Investment Counsel | 0.38% | Reduce -0.8% | 33,771 | $16.0M |
| AQR Capital Management | 0.02% | Add +28.0% | 32,217 | $15.8M |
| Schonfeld Strategic Advisors LLC | 0.10% | Reduce -8.3% | 30,398 | $15.5M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.15% | Reduce -2.3% | 33,797 | $15.1M |
| BLI - Banque de Luxembourg Investments | 0.46% | Add +5.3% | 30,000 | $15.0M |
| William Blair Investment Management, LLC | 0.04% | Reduce -45.0% | 28,837 | $14.7M |
| LPL Financial LLC | 0.01% | Add +2.8% | 28,338 | $14.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +13.5% | 28,570 | $14.3M |
| LGT Group Foundation | 0.20% | Reduce -0.3% | 27,847 | $14.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +10.0% | 27,392 | $13.9M |
| Vantage Investment Partners, LLC | 1.17% | Add +4.3% | 27,336 | $13.9M |
| Public Employees Retirement Association of Colorado | 0.06% | Add +22.7% | 27,011 | $13.7M |
| Motley Fool Wealth Management, LLC | 0.78% | Reduce -13.8% | 25,800 | $13.1M |
| Amundi | 0.00% | Add +5.2% | 26,348 | $13.0M |
| Dudley & Shanley, Inc. | 2.04% | Add +0.1% | 25,428 | $12.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -9.6% | 25,110 | $12.8M |
| Townsquare Capital LLC | 0.14% | Add +3.5% | 25,071 | $12.7M |
| Patrick Mauro Investment Advisor, INC. | 6.96% | Reduce -1.7% | 25,057 | $12.7M |
| Caisse de depot et placement du Quebec | 0.03% | New | 24,755 | $12.6M |
| AE Wealth Management LLC | 0.10% | Reduce -1.7% | 24,506 | $12.5M |
| Millennium Management | 0.01% | Add +2513.3% | 24,487 | $12.4M |
| Crown Oak Advisors, LLC | 6.26% | Add +1.0% | 24,371 | $12.4M |
| Stratos Wealth Partners, LTD. | 0.19% | Add +3.8% | 24,004 | $12.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -10.6% | 23,936 | $12.2M |
| HSBC Holdings PLC | 0.01% | Reduce -26.1% | 23,598 | $11.9M |
| Vestmark Advisory Solutions, Inc. | 0.31% | Add +100.2% | 23,308 | $11.8M |
| Ensign Peak Advisors, Inc | 0.02% | Add +14.8% | 22,854 | $11.6M |
| Korea Investment CORP | 0.03% | Add +5.4% | 22,785 | $11.6M |
| Oppenheimer Asset Management Inc. | 0.14% | Add +7.7% | 22,380 | $11.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.11% | Add +576.8% | 21,630 | $11.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.9% | 21,447 | $10.9M |
| Truist Financial Corp. | 0.02% | Reduce -4.5% | 20,858 | $10.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +98.5% | 20,704 | $10.5M |
| State of Wisconsin Investment Board | 0.03% | Reduce -23.6% | 19,717 | $10.0M |
| Heartland Advisors Inc. | 0.57% | Reduce -25.6% | 19,561 | $9.9M |
| MetLife Investment Management, LLC | 0.05% | Reduce -1.5% | 19,338 | $9.8M |
| Kensington Investment Counsel, LLC | 4.32% | Add +3.8% | 19,149 | $9.7M |
| Buck Wealth Strategies, LLC | 1.77% | Add +9.7% | 19,136 | $9.7M |
| B. Metzler seel. Sohn & Co. AG | 0.10% | Add +3.4% | 18,950 | $9.6M |
| DF Dent & Co. Inc. | 0.13% | Reduce -2.9% | 18,620 | $9.5M |
| Anchor Investment Management, LLC | 0.87% | No change | 18,266 | $9.3M |
| Achmea Investment Management B.V. | 0.13% | Add +27.5% | 17,949 | $9.1M |
| Marks Group Wealth Management, Inc | 0.88% | Add +2.4% | 17,940 | $9.1M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -2.6% | 17,925 | $9.1M |
| Arcadia Investment Management Corp. | 1.65% | Reduce -1.6% | 17,888 | $9.1M |
| Ipswich Investment Management Co., Inc. | 2.25% | Add +1.9% | 17,871 | $9.1M |
| Vision Capital Management, Inc. | 1.31% | Add +6.8% | 17,849 | $9.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -46.9% | 17,648 | $9.0M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -2.2% | 17,490 | $8.9M |
| DNB Asset Management AS | 0.04% | Add +95.0% | 16,826 | $8.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -9.0% | 16,757 | $8.5M |
| Tower Bridge Advisors | 0.97% | Reduce -2.1% | 16,728 | $8.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -7.7% | 16,682 | $8.5M |
| Advisors Capital Management, LLC | 0.13% | Add +0.4% | 16,570 | $8.4M |
| Redmond Asset Management, LLC | 2.14% | Add +0.3% | 16,314 | $8.3M |
| Amalgamated Bank | 0.07% | Reduce -4.1% | 16,299 | $8.3M |
| Voya Investment Management LLC | 0.01% | Add +23.1% | 16,218 | $8.2M |
| FineMark National Bank & Trust | 0.30% | Reduce -0.8% | 16,216 | $8.2M |
| Royal London Asset Management Ltd. | 0.02% | Add +11.8% | 16,083 | $8.2M |
| American Century Companies Inc. | 0.01% | Add +1.9% | 15,908 | $8.1M |
| Naples Global Advisors, LLC | 0.77% | Reduce -2.3% | 15,883 | $8.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 15,825 | $8.0M |
| Treasurer of the State of North Carolina | 0.03% | Add +4.0% | 15,821 | $8.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +15.5% | 15,777 | $8.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.2% | 15,775 | $8.0M |
| Scopus Asset Management, L.P. | 0.29% | New | 15,718 | $8.0M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -3.2% | 15,601 | $7.9M |
| United Capital Financial Advisors, LLC | 0.07% | Add +102.8% | 15,456 | $7.9M |
| Man Group plc | 0.02% | Reduce -12.9% | 15,223 | $7.7M |
| Cutter & CO Brokerage, Inc. | 1.81% | Add +9.1% | 15,020 | $7.6M |
| Princeton Global Asset Management LLC | 1.47% | Reduce -0.1% | 14,523 | $7.4M |
| Marsico Capital Management LLC | 0.25% | No change | 14,415 | $7.3M |
| Southernsun Asset Management, LLC | 1.05% | Reduce -14.5% | 14,263 | $7.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.2% | 14,240 | $7.2M |
| Walleye Capital LLC | 0.09% | Add +13.5% | 14,166 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.3% | 14,123 | $7.2M |
| Carderock Capital Management Inc. | 1.87% | Add +7.8% | 13,848 | $7.0M |
| Verition Fund Management LLC | 0.04% | Reduce -4.0% | 13,465 | $6.8M |
| 2Xideas AG | 1.04% | Reduce -47.3% | 13,444 | $6.8M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.3% | 13,441 | $6.8M |
| Hamilton Point Investment Advisors, LLC | 1.21% | Add +0.3% | 13,282 | $6.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +0.9% | 13,270 | $6.7M |
| Asset Management One Co., Ltd. | 0.02% | Add +10.3% | 13,084 | $6.7M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 12,933 | $6.6M |
| Aberdeen Group plc | 0.01% | Reduce -14.8% | 12,820 | $6.5M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | Add +0.5% | 12,483 | $6.3M |
| Yousif Capital Management, LLC | 0.07% | Reduce -2.1% | 12,350 | $6.3M |
| Fiduciary Trust Co | 0.08% | Add +31.5% | 12,314 | $6.3M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -9.6% | 12,300 | $6.3M |
| KLP Kapitalforvaltning As | 0.03% | Add +3.4% | 12,200 | $6.2M |
| US Bancorp \de | 0.01% | Reduce -1.9% | 11,904 | $6.1M |
| NewEdge Wealth, LLC | 0.11% | Add +0.2% | 11,863 | $6.0M |
| Bank of Montreal | 0.00% | Add +1.1% | 11,752 | $6.0M |
| Spectrum Wealth Counsel, LLC | 0.71% | Add +0.3% | 11,614 | $5.9M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +2.7% | 11,566 | $5.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -9.4% | 11,406 | $5.8M |
| Nicholas Company, Inc. | 0.10% | New | 11,373 | $5.8M |
| Buckhead Capital Management LLC | 1.82% | Add +0.8% | 11,138 | $5.7M |
| Alerus Financial NA | 0.45% | Add +3.2% | 11,021 | $5.6M |
| Pathstone Holdings, LLC | 0.02% | Add +5.7% | 10,953 | $5.6M |
| Prosperity Consulting Group, LLC | 0.42% | Reduce -4.3% | 10,623 | $5.4M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.2% | 11,333 | $5.2M |
| Guggenheim Capital LLC | 0.05% | Reduce -14.8% | 10,272 | $5.2M |
| D. E. Shaw & Co. | 0.01% | Add +31.5% | 10,190 | $5.2M |
| Oppenheimer & Co. Inc. | 0.08% | Add +8.4% | 10,094 | $5.1M |
| Arizona State Retirement System | 0.03% | Reduce -0.3% | 10,073 | $5.1M |
| Monte Financial Group, LLC | 2.23% | Add +0.8% | 10,039 | $5.1M |
| &partners | 0.05% | Add +5.7% | 9,948 | $5.0M |
| Louisiana State Employees Retirement System | 0.10% | Add +1.0% | 9,800 | $5.0M |
| D.A. Davidson & Co. | 0.04% | Add +5.5% | 9,638 | $4.9M |
| K.J. Harrison & Partners Inc | 0.95% | No change | 9,560 | $4.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 9,270 | $4.7M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -3.8% | 9,209 | $4.7M |
| Alliance Wealth Advisors, LLC | 1.20% | Add +1.3% | 9,073 | $4.6M |
| Quantinno Capital Management LP | 0.03% | Add +37.3% | 9,007 | $4.6M |
| Cerity Partners LLC | 0.01% | Add +1.2% | 8,683 | $4.4M |
| Atria Investments, Inc | 0.06% | Add +4.4% | 8,652 | $4.4M |
| Intech Investment Management LLC | 0.05% | Reduce -19.1% | 8,625 | $4.4M |
| Focus Partners Wealth | 0.01% | Add +9.0% | 8,524 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +6.3% | 8,432 | $4.3M |
| State of Michigan Retirement System | 0.02% | Add +1.2% | 8,383 | $4.3M |
| Cibc World Market Inc. | 0.01% | Add +12.9% | 8,372 | $4.3M |
| Dark Forest Capital Management LP | 0.19% | Add +912.5% | 8,333 | $4.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +8.2% | 8,326 | $4.2M |
| Illinois Municipal Retirement Fund | 0.06% | No change | 8,214 | $4.2M |
| Middleton & Co. Inc. | 0.47% | Reduce -3.6% | 7,980 | $4.1M |
| Prospect Capital Advisors, LLC | 2.71% | Reduce -19.3% | 7,780 | $4.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.06% | Add +0.1% | 7,745 | $3.9M |
| Jump Financial, LLC | 0.06% | Add +65.7% | 7,743 | $3.9M |
| Brown Advisory Inc. | 0.01% | Add +129.3% | 7,722 | $3.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -7.6% | 7,419 | $3.8M |
| Brevan Howard Capital Management LP | 0.11% | Reduce -2.5% | 7,414 | $3.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -2.7% | 7,346 | $3.7M |
| Cresset Asset Management, LLC | 0.02% | Add +1.5% | 7,302 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +7.6% | 7,187 | $3.7M |
| Algert Global LLC | 0.09% | New | 7,130 | $3.6M |
| New Mexico Educational Retirement Board | 0.13% | No change | 7,118 | $3.6M |
| Oregon Public Employees Retirement Fund | 0.07% | No change | 7,075 | $3.6M |
| Forsta Ap-Fonden | 0.03% | Reduce -4.1% | 7,000 | $3.6M |
| Centaurus Financial, Inc. | 0.21% | Add +8.3% | 6,959 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.6% | 6,943 | $3.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -2.6% | 6,943 | $3.5M |
| Creative Planning | 0.00% | Add +23.1% | 6,907 | $3.5M |
| Applied Capital LLC | 2.82% | Reduce -0.1% | 6,897 | $3.5M |
| Freedom Day Solutions, LLC | 1.07% | Reduce -5.6% | 6,894 | $3.5M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -1.8% | 6,853 | $3.5M |
| Appleton Partners Inc. | 0.27% | Add +1.3% | 6,802 | $3.5M |
| IFM Investors Pty Ltd | 0.04% | Reduce -3.7% | 6,688 | $3.4M |
| TD Asset Management Inc | 0.00% | Add +2.5% | 6,675 | $3.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | No change | 6,662 | $3.4M |
| Regions Financial Corp. | 0.03% | Reduce -2.1% | 6,598 | $3.4M |
| Van Eck Associates Corp. | 0.00% | Add +1.9% | 6,404 | $3.3M |
| WCM Investment Management, LLC | 0.01% | Add +3.3% | 6,398 | $3.2M |
| Hunter Associates Investment Management LLC | 0.49% | Reduce -2.6% | 6,240 | $3.2M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -39.9% | 6,196 | $3.1M |
| Argent Trust Co | 0.13% | Add +4.8% | 6,083 | $3.1M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -13.2% | 6,082 | $3.1M |
| Xponance LLC | 0.03% | Add +1.2% | 5,985 | $3.0M |
| Holocene Advisors, LP | 0.01% | Reduce -46.5% | 5,979 | $3.0M |
| Empowered Funds, LLC | 0.04% | Add +4.1% | 5,927 | $3.0M |
| Abacus FCF Advisors LLC | 0.47% | Reduce -2.3% | 5,911 | $3.0M |
| Woodley Farra Manion Portfolio Management Inc. | 0.15% | Reduce -0.6% | 5,882 | $3.0M |
| Trexquant Investment LP | 0.03% | New | 5,868 | $3.0M |
| Credit Agricole S A | 0.01% | Add +33.6% | 5,820 | $3.0M |
| Generali Asset Management SPA SGR | 0.07% | New | 5,787 | $2.9M |
| Utah Retirement Systems | 0.03% | Reduce -0.7% | 5,728 | $2.9M |
| Mariner, LLC | 0.00% | Add +1.2% | 5,715 | $2.9M |
| Obermeyer Wealth Partners | 0.15% | Reduce -0.1% | 5,443 | $2.8M |
| Level Four Advisory Services, LLC | 0.11% | Add +4.0% | 5,385 | $2.7M |
| River Road Asset Management, LLC | 0.04% | Reduce -7.7% | 5,361 | $2.7M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -6.5% | 5,353 | $2.7M |
| UNIVEST FINANCIAL Corp | 0.18% | Add +8.2% | 5,334 | $2.7M |
| Toronto Dominion Bank | 0.01% | Add +15.1% | 5,240 | $2.7M |
| Teacher Retirement System of Texas | 0.01% | New | 5,092 | $2.6M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +12.6% | 5,067 | $2.6M |
| Barbara Oil Co. | 1.03% | No change | 5,000 | $2.5M |
| Crown Advisors Management, Inc. | 2.24% | No change | 5,000 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +7.1% | 4,909 | $2.5M |
| Schroder Investment Management Group | 0.00% | Reduce -4.0% | 4,967 | $2.5M |
| TD Private Client Wealth LLC | 0.07% | Reduce -2.8% | 4,842 | $2.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Reduce -15.7% | 4,819 | $2.4M |
| KBC Group NV | 0.01% | Reduce -25.3% | 4,668 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +19.7% | 4,551 | $2.3M |
| RFG Advisory, LLC | 0.06% | Add +16.1% | 4,518 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +14.7% | 4,403 | $2.2M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -38.7% | 4,369 | $2.2M |
| Intrepid Capital Management Inc. | 1.34% | Add +492.7% | 4,362 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.3% | 4,351 | $2.2M |
| Inspire Investing, LLC | 0.26% | Add +3.1% | 4,278 | $2.2M |
| Bridges Investment Management Inc. | 0.03% | Add +67.0% | 4,168 | $2.1M |
| Ethic Inc. | 0.04% | Add +10.3% | 4,086 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Add +2.6% | 4,077 | $2.1M |
| Gilder Gagnon Howe & Co. LLC | 0.03% | Reduce -2.1% | 4,021 | $2.0M |
| Old National Bancorp | 0.05% | Reduce -21.6% | 3,997 | $2.0M |
| Trueblood Wealth Management, LLC | 0.94% | Add +5.6% | 3,994 | $2.0M |
| Taylor Frigon Capital Management LLC | 1.20% | Reduce -3.2% | 3,953 | $2.0M |
| Ontario Teachers Pension Plan Board | 0.03% | Add +45.8% | 3,948 | $2.0M |
| OP Asset Management Ltd | 0.03% | — | 3,890 | $2.0M |
| Avanza Fonder AB | 0.06% | Reduce -3.2% | 3,788 | $2.0M |
| Choreo, LLC | 0.03% | Add +67.5% | 3,840 | $2.0M |
| UMB Bank, n.a. | 0.03% | Add +5.3% | 3,838 | $2.0M |
| Birch Capital Management, LLC | 1.01% | Reduce -2.3% | 3,817 | $1.9M |
| Lee Financial Co | 0.29% | Reduce -11.0% | 3,760 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +6.9% | 3,750 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.17% | No change | 3,735 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -8.8% | 3,643 | $1.9M |
| HRT Financial LP | 0.01% | New | 3,577 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -0.1% | 3,534 | $1.8M |
| Aster Capital Management (DIFC) Ltd | 0.33% | Add +8795.0% | 3,558 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -3.8% | 3,442 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +7.2% | 3,440 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.2% | 3,431 | $1.7M |
| Quantbot Technologies LP | 0.06% | Reduce -74.9% | 3,417 | $1.7M |
| Access Financial Services, Inc. | 0.70% | Add +6.4% | 3,412 | $1.7M |
| Alpha Omega Wealth Management LLC | 0.33% | Add +6.4% | 3,409 | $1.7M |
| Versor Investments LP | 0.28% | Add +54.6% | 3,401 | $1.7M |
| Allianz Asset Management GmbH | 0.00% | Add +73.4% | 3,332 | $1.7M |
| CoreCap Advisors, LLC | 0.07% | Reduce -0.9% | 3,326 | $1.7M |
| Saturna Capital Corp. | 0.02% | No change | 3,263 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +5.5% | 3,213 | $1.6M |
| Swiss Life Asset Management Ltd | 0.01% | Add +43.6% | 3,187 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Add +7.9% | 3,157 | $1.6M |
| Procyon Advisors, LLC | 0.10% | Add +6.3% | 3,127 | $1.6M |
| CHICAGO TRUST Co NA | 0.30% | No change | 3,121 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -19.8% | 3,102 | $1.6M |
| J. W. Coons Advisors, LLC | 0.41% | Add +0.2% | 3,079 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Add +0.6% | 3,078 | $1.6M |
| Two Sigma Securities, LLC | 0.24% | Add +75.5% | 3,077 | $1.6M |
| SummitTX Capital, L.P. | 0.07% | — | 3,063 | $1.6M |
| Chicago Capital, LLC | 0.04% | Add +43.4% | 3,045 | $1.5M |
| Portside Wealth Group, LLC | 0.25% | Add +4.8% | 3,044 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Reduce -2.1% | 3,037 | $1.5M |
| Lombard Odier Asset Management (USA) Corp | 0.64% | Add +83.0% | 3,017 | $1.5M |
| Annandale Capital, LLC | 0.29% | No change | 3,009 | $1.5M |
| Shaker Investments LLC | 0.73% | Reduce -2.3% | 2,990 | $1.5M |
| Gateway Investment Advisers LLC | 0.02% | Reduce -27.7% | 2,916 | $1.5M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.6% | 2,900 | $1.5M |
| Schechter Investment Advisors, LLC | 0.12% | Reduce -19.3% | 2,899 | $1.5M |
| Citizens Financial Group Inc. | 0.03% | Reduce -14.4% | 2,823 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +35.2% | 2,812 | $1.4M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.02% | No change | 2,812 | $1.4M |
| Belpointe Asset Management LLC | 0.07% | Add +2.5% | 2,803 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -12.5% | 2,800 | $1.4M |
| Harvey Investment Co. LLC | 0.15% | No change | 2,715 | $1.4M |
| Oddo BHF Asset Management Sas | 0.06% | Reduce -0.5% | 2,713 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | No change | 2,706 | $1.4M |
| CW Advisors, LLC | 0.02% | Add +210.8% | 2,695 | $1.4M |
| Freemont Management S.A. | 0.54% | Reduce -10.0% | 2,700 | $1.4M |
| Mirabaud Asset Management Ltd | 0.71% | Reduce -15.0% | 2,690 | $1.4M |
| Eastern Bank | 0.03% | Reduce -9.6% | 2,652 | $1.3M |
| Walleye Trading LLC | 0.04% | Add +220.4% | 2,627 | $1.3M |
| Charter Oak Capital Management, LLC | 0.12% | Reduce -0.0% | 2,550 | $1.3M |
| Knollwood Investment Advisory, LLC | 0.14% | No change | 2,523 | $1.3M |
| Confluence Wealth Services, Inc. | 0.08% | Add +4.7% | 2,873 | $1.3M |
| Canada Pension Plan Investment Board | 0.00% | Add +1159.5% | 2,519 | $1.3M |
| AG2R La Mondiale Gestion D'actifs | 0.07% | — | 2,871 | $1.3M |
| American National Bank & Trust | 0.14% | Add +4.5% | 2,487 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.6% | 2,476 | $1.3M |
| Bokf, NA | 0.02% | Reduce -0.2% | 2,474 | $1.3M |
| Centennial Bank | 0.60% | Reduce -2.2% | 2,464 | $1.3M |
| STRS Ohio | 0.01% | Reduce -29.9% | 2,443 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -3.9% | 2,393 | $1.2M |
| Lindenwold Advisors, INC | 0.68% | Reduce -2.1% | 2,386 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.8% | 2,355 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -9.3% | 2,344 | $1.2M |
| Ascent Group, LLC | 0.05% | Add +2.9% | 2,335 | $1.2M |
| Norden Group LLC | 0.13% | Reduce -0.5% | 2,280 | $1.2M |
| Crawford Investment Counsel Inc. | 0.02% | Add +0.0% | 2,264 | $1.2M |
| CIBC Asset Management Inc | 0.00% | Add +3.5% | 2,245 | $1.1M |
| United Services Automobile Association | 0.03% | New | 2,244 | $1.1M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +0.1% | 2,212 | $1.1M |
| Cox Capital Mgt LLC | 0.82% | No change | 2,200 | $1.1M |
| FAS Wealth Partners, Inc. | 0.09% | Add +0.3% | 2,192 | $1.1M |
| SlateStone Wealth, LLC | 0.11% | Add +4.7% | 2,187 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -81.1% | 2,178 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 2,168 | $1.1M |
| Nebula Research & Development LLC | 0.10% | Reduce -73.9% | 2,115 | $1.1M |
| Occudo Quantitative Strategies LP | 0.14% | New | 2,135 | $1.1M |
| Capital Analysts, LLC | 0.04% | Reduce -1.8% | 2,090 | $1.1M |
| Quadrant Capital Group LLC | 0.04% | Add +302.3% | 2,084 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -11.6% | 2,059 | $1.0M |
| Mackenzie Financial Corp. | 0.00% | Reduce -60.2% | 2,053 | $1.0M |
| Graham Capital Management, L.P. | 0.05% | Reduce -46.0% | 2,000 | $1.0M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -20.3% | 1,983 | $1.0M |
| Tounjian Advisory Partners, LLC | 0.19% | — | 1,980 | $1.0M |
| Wealth Alliance, LLC | 0.12% | Add +0.6% | 1,976 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +69.2% | 1,993 | $1.0M |
| Commerce Bank | 0.01% | Add +0.7% | 1,967 | $1000K |
| Allstate Corp. | 0.03% | Add +91.8% | 1,937 | $985K |
| Parsons Capital Management Inc. | 0.05% | Reduce -2.1% | 1,931 | $982K |
| Meiji Yasuda Asset Management Co Ltd. | 0.04% | Reduce -1.2% | 1,925 | $978K |
| Sterling Capital Management LLC | 0.02% | Reduce -6.2% | 1,922 | $977K |
| Elevated Capital Advisors, LLC | 0.27% | Add +5.3% | 1,918 | $975K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -26.9% | 1,914 | $972K |
| Oak Ridge Investments LLC | 0.08% | Reduce -1.9% | 1,903 | $967K |
| Vident Advisory, LLC | 0.01% | Add +26.6% | 1,892 | $962K |
| Cranbrook Wealth Management, LLC | 0.22% | Reduce -1.6% | 1,884 | $958K |
| LVW Advisors, LLC | 0.11% | Reduce -4.8% | 1,823 | $927K |
| Aquatic Capital Management LLC | 0.02% | Reduce -66.8% | 1,820 | $925K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +66.8% | 1,807 | $919K |
| Compound Planning, Inc. | 0.04% | Add +10.0% | 1,722 | $875K |
| Jain Global LLC | 0.02% | Reduce -14.7% | 1,721 | $875K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 1,679 | $853K |
| Nicolet Advisory Services, LLC | 0.08% | Add +1.5% | 1,705 | $851K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -19.7% | 1,658 | $843K |
| M&G PLC | 0.01% | No change | 1,643 | $835K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.5% | 1,616 | $821K |
| Farther Finance Advisors, LLC | 0.02% | Add +7.9% | 1,605 | $821K |
| Regents Gate Capital LLP | 0.35% | Reduce -91.0% | 1,605 | $816K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.3% | 1,603 | $815K |
| Harvest Investment Services, LLC | 0.22% | New | 1,589 | $808K |
| Cibc World Markets Corp. | 0.01% | Add +0.7% | 1,585 | $806K |
| Andra AP-fonden | 0.01% | New | 1,580 | $803K |
| Endeavor Private Wealth, Inc. | 0.43% | Add +401.0% | 1,568 | $797K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | No change | 1,551 | $788K |
| Ascentis Independent Advisors | 0.15% | Reduce -3.3% | 1,530 | $778K |
| Performance Wealth Partners, LLC | 0.03% | No change | 1,527 | $776K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +2.8% | 1,511 | $768K |
| Webster Bank, N. A. | 0.08% | Reduce -4.8% | 1,493 | $759K |
| Donaldson Capital Management, LLC | 0.03% | Add +6.3% | 1,491 | $758K |
| ProShare Advisors LLC | 0.00% | Reduce -8.9% | 1,484 | $754K |
| Baker Avenue Asset Management, LP | 0.02% | Add +19.8% | 1,483 | $754K |
| Impact Capital Partners LLC | 0.27% | Add +0.1% | 1,475 | $750K |
| Roundview Capital LLC | 0.05% | Add +12.9% | 1,447 | $736K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.4% | 1,445 | $734K |
| Davidson Kahn Capital Management, LLC | 0.56% | Add +156.0% | 1,436 | $730K |
| Vestcor Inc | 0.02% | Reduce -40.4% | 1,428 | $726K |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | Add +0.9% | 1,424 | $724K |
| Trust Point Inc. | 0.07% | Reduce -10.7% | 1,422 | $723K |
| Mayflower Financial Advisors, LLC | 0.11% | Reduce -5.4% | 1,422 | $723K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.3% | 1,421 | $722K |
| Advocate Group LLC | 0.13% | No change | 1,384 | $703K |
| M&T Bank Corp | 0.00% | Reduce -18.1% | 1,381 | $702K |
| Parallel Advisors, LLC | 0.02% | Reduce -0.1% | 1,374 | $699K |
| Tredje AP-fonden | 0.01% | No change | 1,364 | $693K |
| Bayforest Capital Ltd | 0.30% | Add +479.6% | 1,362 | $692K |
| CI Investments Inc. | 0.00% | Add +9.8% | 1,354 | $688K |
| Sumitomo Life Insurance Co. | 0.02% | New | 1,353 | $688K |
| LGT Fund Management Co Ltd. | 0.06% | New | 1,350 | $686K |
| Shell Asset Management Co. | 0.03% | Add +22.7% | 1,348 | $685K |
| HB Wealth Management, LLC | 0.01% | Add +76.9% | 1,339 | $681K |
| Verity & Verity, LLC | 0.06% | Reduce -3.0% | 1,318 | $670K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -50.0% | 1,312 | $667K |
| National Bank of Canada | 0.00% | Reduce -76.2% | 1,307 | $665K |
| E. Ohman J:or Asset Management AB | 0.02% | Reduce -19.4% | 1,305 | $663K |
| Parcion Private Wealth LLC | 0.05% | Reduce -0.8% | 1,304 | $663K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +0.1% | 1,301 | $661K |
| XTX Topco Ltd | 0.03% | Add +47.7% | 1,300 | $661K |
| BHK Investment Advisors, LLC | 0.28% | Reduce -11.3% | 1,296 | $659K |
| Hilltop Holdings Inc. | 0.04% | Add +12.0% | 1,282 | $652K |
| Larson Financial Group LLC | 0.03% | Add +58.5% | 1,270 | $646K |
| Shelton Capital Management | 0.02% | No change | 1,256 | $638K |
| QRG Capital Management, Inc. | 0.01% | Reduce -4.9% | 1,253 | $637K |
| Evergreen Capital Management LLC | 0.02% | Add +10.1% | 1,248 | $634K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.4% | 1,227 | $624K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -33.4% | 1,221 | $620K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -14.0% | 1,219 | $620K |
| Mattern Capital Management, LLC | 0.08% | Add +5.0% | 1,218 | $619K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -8.3% | 1,358 | $619K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +1.6% | 1,215 | $618K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -13.4% | 1,204 | $612K |
| Bank of Hawaii | 0.04% | No change | 1,201 | $610K |
| Aviva PLC | 0.00% | Add +3.5% | 1,199 | $609K |
| Equitable Trust Co. | 0.03% | Add +0.8% | 1,196 | $608K |
| Tudor Financial Inc. | 0.36% | No change | 1,195 | $607K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -1.1% | 1,187 | $603K |
| First Bank & Trust | 0.12% | Reduce -0.8% | 1,185 | $602K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.4% | 1,169 | $594K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -88.2% | 1,136 | $577K |
| Lanark Financial, Inc. | 0.05% | — | 1,126 | $572K |
| Advisor OS, LLC | 0.07% | Reduce -4.0% | 1,124 | $571K |
| Fieldview Capital Management, LLC | 0.08% | New | 1,118 | $568K |
| Heritage Family Offices, LLP | 0.28% | Add +20.9% | 1,086 | $552K |
| Cary Street Partners Financial LLC | 0.02% | Add +2.2% | 1,073 | $545K |
| Bridgefront Capital, LLC | 0.16% | Add +149.7% | 1,071 | $544K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.3% | 1,056 | $537K |
| Lido Advisors, LLC | 0.00% | Reduce -11.7% | 1,052 | $535K |
| AlphaQuest LLC | 0.06% | Add +921.4% | 1,052 | $535K |
| Alamea Verwaltungs GmbH | 0.46% | — | 1,045 | $531K |
| Park Place Capital Corp | 0.14% | No change | 1,042 | $530K |
| Quantum Private Wealth, LLC | 0.20% | No change | 1,038 | $527K |
| Park National Corp. | 0.02% | No change | 1,031 | $524K |
| Fifth Third Bancorp | 0.00% | Add +4.8% | 1,028 | $523K |
| Burney Co./ | 0.02% | Reduce -13.0% | 1,025 | $521K |
| Investment Management Corp of Ontario | 0.01% | New | 1,001 | $509K |
| Tompkins Financial Corp. | 0.05% | No change | 1,000 | $508K |
| Clarius Group, LLC | 0.03% | No change | 1,000 | $508K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -7.9% | 988 | $502K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -8.0% | 975 | $495K |
| Fox Run Management, L.L.C. | 0.08% | New | 971 | $494K |
| iSAM Funds (UK) Ltd | 0.24% | Add +118.9% | 961 | $488K |
| Tidal Investments LLC | 0.00% | Add +1.3% | 960 | $488K |
| Rakuten Investment Management, Inc. | 0.00% | — | 961 | $482K |
| Everpar Advisors LLC | 0.26% | Reduce -7.1% | 945 | $480K |
| Adell Harriman & Carpenter Inc. | 0.04% | Add +3.5% | 945 | $480K |
| Ellevest, Inc. | 0.03% | Add +0.6% | 943 | $479K |
| Certior Financial Group, LLC | 0.39% | Add +0.8% | 940 | $478K |
| Praxis Investment Management Inc. | 0.03% | No change | 940 | $478K |
| GAMMA Investing LLC | 0.04% | Add +76.0% | 940 | $478K |
| Private Advisor Group, LLC | 0.00% | Reduce -29.1% | 939 | $477K |
| Greenleaf Trust | 0.00% | Add +0.5% | 937 | $476K |
| Delta Financial Group, Inc. | 0.11% | No change | 930 | $476K |
| Quantitative Investment Management, LLC | 0.04% | New | 926 | $470K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +6.8% | 923 | $469K |
| PAX Financial Group, LLC | 0.08% | New | 921 | $468K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.1% | 920 | $468K |
| Prospera Financial Services Inc | 0.01% | Add +0.2% | 913 | $464K |
| Waterloo Capital, L.P. | 0.04% | Add +22.8% | 911 | $463K |
| First Citizens Bank & Trust Co. | 0.01% | Add +34.4% | 906 | $461K |
| Compass Ion Advisors, LLC | 0.05% | Add +0.3% | 901 | $458K |
| Simon Quick Advisors, LLC | 0.03% | Add +11.4% | 900 | $458K |
| Maven Securities LTD | 0.10% | New | 900 | $457K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.5% | 878 | $446K |
| Teza Capital Management LLC | 0.20% | Reduce -41.2% | 875 | $445K |
| Flputnam Investment Management Co. | 0.01% | Add +6.5% | 874 | $444K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -4.0% | 868 | $441K |
| Cwm, LLC | 0.00% | Add +2.5% | 867 | $441K |
| Haverford Trust Co | 0.00% | Reduce -4.4% | 864 | $439K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -0.5% | 861 | $438K |
| ICW Investment Advisors LLC | 0.18% | Add +1.4% | 850 | $432K |
| SG Americas Securities, LLC | 0.00% | Add +133.2% | 844 | $429K |
| Siemens Fonds Invest GmbH | 0.03% | Reduce -46.6% | 833 | $423K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -7.5% | 831 | $422K |
| Callan Family Office, LLC | 0.03% | Reduce -2.3% | 823 | $418K |
| Profund Advisors LLC | 0.02% | Reduce -2.9% | 815 | $414K |
| Enhancing Capital LLC | 0.33% | Add +2.5% | 813 | $413K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | Reduce -8.5% | 810 | $412K |
| Ballentine Partners, LLC | 0.01% | New | 810 | $412K |
| Mutual Advisors, LLC | 0.01% | Add +5.3% | 900 | $410K |
| Intrust Bank NA | 0.04% | Reduce -2.4% | 807 | $410K |
| Stephens Inc. | 0.01% | Reduce -1.0% | 802 | $408K |
| Somerville Kurt F | 0.07% | New | 800 | $407K |
| Aigen Investment Management, LP | 0.06% | Add +57.2% | 786 | $400K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 780 | $397K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +1.0% | 777 | $395K |
| Centennial Wealth Advisory LLC | 0.14% | Add +2.9% | 776 | $395K |
| Jag Capital Management, LLC | 0.05% | Add +0.4% | 773 | $393K |
| International Private Wealth Advisors LLC | 0.37% | Reduce -2.0% | 766 | $389K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -2.8% | 778 | $388K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 761 | $387K |
| Modern Wealth Management, LLC | 0.01% | Add +16.8% | 744 | $378K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.4% | 742 | $377K |
| Checchi Capital Advisers, LLC | 0.03% | Add +5.6% | 735 | $374K |
| Cynosure Group, LLC | 0.05% | Add +16.0% | 732 | $372K |
| Taylor Hoffman Capital Management LLC | 0.14% | No change | 724 | $370K |
| Thrive Wealth Management, LLC | 0.07% | Add +17.3% | 725 | $369K |
| Yarbrough Capital, LLC | 0.02% | New | 716 | $364K |
| Engineers Gate Manager LP | 0.01% | Reduce -53.1% | 714 | $363K |
| Geneos Wealth Management Inc. | 0.01% | Add +15.8% | 711 | $361K |
| Semanteon Capital Management, LP | 0.20% | Reduce -76.7% | 708 | $360K |
| Penserra Capital Management LLC | 0.01% | Reduce -7.8% | 707 | $358K |
| First Commonwealth Financial Corp | 0.08% | Reduce -61.8% | 704 | $358K |
| UniSuper Management Pty Ltd | 0.00% | No change | 700 | $356K |
| StoneX Group Inc. | 0.02% | Add +45.0% | 693 | $352K |
| My Legacy Advisors, LLC | 0.14% | Add +0.9% | 693 | $352K |
| Groesbeck Investment Management Corp. | 0.49% | No change | 686 | $349K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 686 | $349K |
| Platform Technology Partners | 0.10% | No change | 685 | $348K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.3% | 682 | $347K |
| Phillips Wealth Planners LLC | 0.37% | Add +0.3% | 680 | $346K |
| Arkadios Wealth Advisors | 0.01% | Add +11.7% | 679 | $345K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -24.4% | 679 | $345K |
| HighPoint Advisor Group LLC | 0.02% | Add +34.5% | 753 | $343K |
| Fulcrum Capital LLC | 0.08% | No change | 671 | $341K |
| Signaturefd, LLC | 0.01% | Add +12.3% | 666 | $339K |
| Bank of Nova Scotia | 0.00% | No change | 665 | $338K |
| Crestwood Advisors Group, LLC | 0.01% | Add +4.6% | 662 | $337K |
| Apollon Wealth Management, LLC | 0.01% | No change | 655 | $333K |
| Assetmark, Inc. | 0.00% | Reduce -1.1% | 655 | $333K |
| Csenge Advisory Group | 0.02% | Add +12.4% | 654 | $331K |
| Berry Wealth Group, LP | 0.25% | Add +37.8% | 638 | $324K |
| Perbak Capital Partners LLP | 0.24% | New | 626 | $318K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.1% | 623 | $317K |
| Stevens Capital Management LP | 0.08% | New | 619 | $315K |
| Blue Barn Wealth, LLC | 0.16% | Add +0.3% | 612 | $311K |
| Eagle Global Advisors LLC | 0.01% | Reduce -11.7% | 612 | $311K |
| Metis Global Partners, LLC | 0.01% | Add +29.4% | 611 | $311K |
| FourThought Financial Partners, LLC | 0.03% | Add +0.2% | 603 | $306K |
| Boit C F David | 0.15% | No change | 600 | $305K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -24.9% | 597 | $303K |
| Advisory Services Network, LLC | 0.01% | Add +1.7% | 595 | $302K |
| Huntington National Bank | 0.00% | Reduce -10.4% | 587 | $298K |
| Gibbs Wealth Management | 0.07% | Add +11.3% | 583 | $296K |
| Insigneo Advisory Services, LLC | 0.03% | Add +6.8% | 580 | $295K |
| Napatree Capital LLC | 0.16% | No change | 576 | $293K |
| Parkside Financial Bank & Trust | 0.04% | Add +5.3% | 573 | $291K |
| First Horizon Advisors, Inc. | 0.01% | Add +4.6% | 569 | $290K |
| Dakota Wealth Management | 0.01% | Reduce -24.7% | 566 | $288K |
| Prospect Financial Services LLC | 0.16% | No change | 560 | $285K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -80.8% | 559 | $284K |
| Legacy Trust | 0.07% | Reduce -4.1% | 556 | $283K |
| Highland Capital Management, LLC | 0.02% | New | 554 | $282K |
| Fiduciary Family Office, LLC | 0.09% | New | 551 | $280K |
| Aureus Asset Management, LLC | 0.02% | No change | 551 | $280K |
| Summit Financial, LLC | 0.01% | Reduce -22.4% | 551 | $280K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.1% | 550 | $280K |
| Autumn Glory Partners, LLC | 0.14% | No change | 548 | $279K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Add +3.6% | 541 | $275K |
| Cordatus Wealth Management LLC | 0.08% | Add +3.9% | 539 | $274K |
| Forum Financial Management, LP | 0.00% | Add +6.9% | 539 | $274K |
| International Assets Investment Management, LLC | 0.02% | Add +0.8% | 531 | $270K |
| Independent Advisor Alliance | 0.01% | Add +13.6% | 528 | $268K |
| OneDigital Investment Advisors LLC | 0.00% | New | 523 | $266K |
| Synovus Financial Corp. | 0.00% | Add +5.9% | 522 | $265K |
| Breakwater Capital Group | 0.05% | Add +5.9% | 520 | $264K |
| VestGen Advisors, LLC | 0.01% | — | 518 | $263K |
| Woodstock Corp. | 0.03% | Reduce -23.4% | 517 | $263K |
| Stratos Investment Management, LLC | 0.01% | Add +16.7% | 517 | $263K |
| Sava Infond d.o.o. | 0.05% | No change | 515 | $262K |
| HM Payson & Co. | 0.00% | Add +24.4% | 510 | $259K |
| KKM Financial LLC | 0.11% | No change | 508 | $258K |
| Freedom Investment Management, Inc. | 0.02% | Add +4.8% | 504 | $256K |
| River Wealth Advisors LLC | 0.04% | Reduce -0.4% | 500 | $254K |
| Tower Wealth Partners, Inc. | 0.13% | Add +2.1% | 492 | $250K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +16.3% | 492 | $250K |
| Northside Capital Management, LLC | 0.04% | Reduce -7.6% | 488 | $248K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.8% | 480 | $244K |
| Prudential PLC | 0.00% | No change | 477 | $242K |
| Savant Capital, LLC | 0.00% | Reduce -26.4% | 476 | $242K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -36.7% | 474 | $241K |
| MAI Capital Management | 0.00% | Reduce -0.6% | 474 | $241K |
| Waldron Private Wealth LLC | 0.01% | Reduce -19.4% | 473 | $240K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 500 | $237K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -0.2% | 461 | $234K |
| Curat Global, LLC | 0.28% | — | 460 | $234K |
| BankPlus Trust Department | 0.08% | Reduce -6.3% | 458 | $233K |
| HBK Sorce Advisory LLC | 0.01% | New | 458 | $233K |
| Tradition Wealth Management, LLC | 0.02% | Add +3.1% | 458 | $233K |
| Koshinski Asset Management, Inc. | 0.02% | Add +7.8% | 456 | $232K |
| Oarsman Capital, Inc. | 0.04% | No change | 453 | $230K |
| Entropy Technologies, LP | 0.02% | Reduce -66.8% | 450 | $229K |
| Integrity Alliance, Llc. | 0.01% | New | 446 | $227K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -2.2% | 451 | $226K |
| Jefferies Financial Group Inc. | 0.00% | No change | 445 | $226K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.2% | 445 | $226K |
| Trinity Financial Advisors LLC | 0.08% | No change | 452 | $223K |
| Rodgers Brothers Inc. | 0.03% | Add +2.4% | 436 | $222K |
| Berkshire Asset Management LLC | 0.01% | New | 472 | $221K |
| Seeds Investor LLC | 0.06% | Reduce -15.8% | 425 | $216K |
| SageView Advisory Group, LLC | 0.01% | Reduce -9.0% | 423 | $215K |
| Baker Tilly Wealth Management, LLC | 0.08% | No change | 423 | $215K |
| Fullcircle Wealth LLC | 0.09% | New | 470 | $214K |
| Scotia Capital Inc. | 0.00% | New | 420 | $213K |
| Diversify Advisory Services, LLC | 0.01% | New | 467 | $213K |
| IFP Advisors, Inc | 0.01% | Add +3.1% | 402 | $208K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -5.6% | 407 | $207K |
| Longboard Asset Management, LP | 0.60% | New | 405 | $206K |
| Promus Capital, LLC | 0.16% | Add +0.5% | 402 | $204K |
| Equitable Holdings, Inc. | 0.00% | New | 402 | $204K |
| ICONIQ Capital, LLC | 0.00% | New | 401 | $204K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 400 | $203K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +7.2% | 400 | $203K |
| Ellis Investment Partners, LLC | 0.04% | New | 399 | $203K |
| Sargent Investment Group, LLC | 0.03% | New | 398 | $202K |
| Colonial Trust Co / SC | 0.03% | No change | 394 | $200K |
| Covestor Ltd | 0.13% | Add +10.5% | 390 | $199K |
| Archer Investment Corp | 0.05% | Add +64.8% | 356 | $181K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 356 | $181K |
| Principal Securities, Inc. | 0.00% | No change | 373 | $177K |
| Bessemer Group Inc. | 0.00% | Reduce -1.2% | 337 | $172K |
| Whittier Trust Co. | 0.00% | Add +70.2% | 337 | $171K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -60.8% | 331 | $168K |
| CENTRAL TRUST Co | 0.00% | No change | 315 | $160K |
| Blue Trust, Inc. | 0.00% | Add +16.2% | 315 | $160K |
| Continuum Advisory, LLC | 0.02% | Add +32.9% | 303 | $154K |
| Y.D. More Investments Ltd | 0.01% | No change | 300 | $152K |
| Evermay Wealth Management LLC | 0.02% | No change | 295 | $150K |
| LRI Investments, LLC | 0.01% | Reduce -38.6% | 290 | $148K |
| Mather Group, Llc. | 0.00% | Add +3.2% | 287 | $146K |
| Allworth Financial LP | 0.00% | Add +17.6% | 320 | $145K |
| Bellwether Advisors, LLC | 0.03% | Reduce -5.7% | 283 | $144K |
| Financial Network Wealth Advisors LLC | 0.19% | Add +80.8% | 282 | $143K |
| Clearstead Advisors, LLC | 0.00% | Reduce -67.8% | 276 | $140K |
| Ossiam | 0.00% | Reduce -30.1% | 258 | $131K |
| North Capital, Inc. | 0.12% | — | 255 | $130K |
| Arax Advisory Partners | 0.01% | Reduce -5.9% | 241 | $122K |
| Cove Street Capital, LLC | 0.19% | No change | 240 | $122K |
| Strengthening Families & Communities, LLC | 0.07% | Add +1531.3% | 261 | $121K |
| Ostrum Asset Management | 0.01% | Reduce -2.9% | 235 | $119K |
| Caitong International Asset Management Co., Ltd | 0.09% | New | 229 | $116K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -27.9% | 217 | $110K |
| Trust Co. of Vermont | 0.01% | Reduce -2.7% | 216 | $110K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.5% | 194 | $99K |
| Smartleaf Asset Management LLC | 0.01% | Add +45.4% | 189 | $95K |
| Richardson Financial Services Inc. | 0.07% | No change | 185 | $94K |
| Lindbrook Capital, LLC | 0.01% | Add +116.7% | 182 | $93K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -14.6% | 175 | $89K |
| Brooklyn Investment Group | 0.02% | Add +44.7% | 165 | $84K |
| GeoWealth Management, LLC | 0.00% | Reduce -30.2% | 164 | $83K |
| N.E.W. Advisory Services LLC | 0.01% | New | 160 | $81K |
| MCF Advisors LLC | 0.01% | Reduce -2.7% | 146 | $74K |
| National Pension Service | 0.00% | Reduce -99.7% | 146 | $74K |
| Private Trust Co. NA | 0.01% | Reduce -3.3% | 145 | $74K |
| Creative Financial Designs Inc. | 0.01% | No change | 145 | $74K |
| Resources Management Corp. /CT/ | 0.01% | No change | 125 | $64K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 111 | $56K |
| Golden State Wealth Management, LLC | 0.01% | No change | 106 | $54K |
| Atala Financial Inc | 0.04% | No change | 103 | $52K |
| Hexagon Capital Partners LLC | 0.01% | No change | 102 | $52K |
| Flaharty Asset Management, LLC | 0.01% | New | 100 | $51K |
| FNY Investment Advisers, LLC | 0.03% | New | 100 | $50K |
| Optiver Holding B.V. | 0.00% | New | 90 | $46K |
| Ransom Advisory, Ltd | 0.02% | No change | 88 | $45K |
| St Germain D J Co. Inc. | 0.00% | Add +260.0% | 72 | $37K |
| Harbour Investments, Inc. | 0.00% | Add +30.8% | 68 | $35K |
| Rise Advisors, LLC | 0.02% | Reduce -25.6% | 67 | $34K |
| Hartford Financial Management Inc. | 0.01% | Add +1.5% | 66 | $34K |
| Rialto Wealth Management, LLC | 0.01% | No change | 65 | $33K |
| West Branch Capital LLC | 0.01% | No change | 63 | $32K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 65 | $31K |
| First PREMIER Bank | 0.01% | No change | 59 | $30K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +3.6% | 58 | $29K |
| Rossby Financial, LCC | 0.01% | New | 64 | $29K |
| City Holding Co. | 0.00% | New | 57 | $29K |
| TCTC Holdings, LLC | 0.00% | Add +115.4% | 56 | $28K |
| Global Financial Private Client, LLC | 0.01% | Add +8.2% | 53 | $27K |
| Bogart Wealth, LLC | 0.00% | Reduce -5.6% | 51 | $26K |
| WPG Advisers, LLC | 0.02% | Reduce -16.7% | 50 | $25K |
| Broadwater Capital Management LLC | 0.02% | No change | 50 | $25K |
| PSI Advisors, LLC | 0.01% | No change | 50 | $25K |
| Manitou Investment Management Ltd. | 0.00% | New | 50 | $25K |
| Opal Wealth Advisors, LLC | 0.01% | New | 49 | $25K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.2% | 47 | $24K |
| Kestra Investment Management, LLC | 0.00% | Add +88.0% | 47 | $24K |
| North Star Investment Management Corp. | 0.00% | No change | 47 | $24K |
| Hemington Wealth Management | 0.00% | Add +36.4% | 45 | $22K |
| CVA Family Office, LLC | 0.00% | Add +43.3% | 43 | $22K |
| Solstein Capital, LLC | 0.01% | No change | 42 | $21K |
| Aventura Private Wealth, LLC | 0.01% | No change | 40 | $21K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 40 | $20K |
| Legacy Bridge, LLC | 0.01% | No change | 40 | $20K |
| McIlrath & Eck, LLC | 0.00% | No change | 40 | $20K |
| FSA Wealth Management LLC | 0.01% | No change | 38 | $19K |
| Transce3nd, LLC | 0.01% | No change | 38 | $19K |
| Rosenberg Matthew Hamilton | 0.00% | Add +8.6% | 38 | $19K |
| Parvin Asset Management, LLC | 0.02% | No change | 37 | $19K |
| Main Street Group, LTD | 0.01% | No change | 35 | $18K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 34 | $17K |
| Manchester Capital Management LLC | 0.00% | Reduce -20.9% | 34 | $17K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -12.8% | 34 | $17K |
| GoalVest Advisory LLC | 0.00% | No change | 33 | $17K |
| Central Pacific Bank - Trust Division | 0.00% | New | 33 | $17K |
| Bares Capital Management, Inc. | 0.00% | New | 33 | $17K |
| AdvisorNet Financial, Inc | 0.00% | Add +65.0% | 33 | $17K |
| NewSquare Capital LLC | 0.00% | Add +3100.0% | 32 | $16K |
| Dagco, Inc. | 0.01% | New | 31 | $16K |
| Winch Advisory Services, LLC | 0.00% | No change | 29 | $15K |
| IMG Wealth Management, Inc. | 0.01% | No change | 29 | $15K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -29.3% | 29 | $15K |
| SouthState Bank Corp | 0.00% | Add +45.0% | 29 | $15K |
| Bell Investment Advisors, Inc | 0.00% | Add +7.7% | 28 | $14K |
| Versant Capital Management, Inc | 0.00% | Add +42.1% | 27 | $14K |
| Spire Wealth Management | 0.00% | Reduce -22.9% | 27 | $14K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -18.8% | 26 | $13K |
| Private Wealth Management Group, LLC | 0.00% | No change | 24 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +84.6% | 24 | $12K |
| Clearstead Trust, LLC | 0.00% | New | 23 | $12K |
| ORG Partners LLC | 0.00% | New | 22 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 21 | $11K |
| Ancora Advisors LLC | 0.00% | No change | 21 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 20 | $10K |
| Smithfield Trust Co | 0.00% | No change | 20 | $10K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | No change | 18 | $9K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 18 | $9K |
| Fortitude Family Office, LLC | 0.00% | Reduce -28.0% | 18 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | — | 17 | $9K |
| Meeder Asset Management Inc. | 0.00% | Reduce -46.9% | 17 | $9K |
| Pingora Partners LLC | 0.01% | No change | 15 | $8K |
| TD Capital Management LLC | 0.00% | No change | 14 | $7K |
| Saudi Central Bank | 0.04% | New | 14 | $7K |
| ESL Trust Services, LLC | 0.00% | No change | 14 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 12 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 12 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 11 | $6K |
| Wolff Wiese Magana LLC | 0.00% | New | 11 | $6K |
| Addison Advisors LLC | 0.00% | No change | 11 | $6K |
| Grove Bank & Trust | 0.00% | New | 11 | $6K |
| Park Square Financial Group, LLC | 0.00% | No change | 10 | $5K |
| Sierra Ocean, LLC | 0.00% | New | 9 | $5K |
| Hughes Financial Services, LLC | 0.00% | New | 8 | $4K |
| Copia Wealth Management | 0.00% | No change | 8 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 8 | $4K |
| LGT Financial Advisors LLC | 0.01% | Reduce -93.5% | 8 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 7 | $4K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | — | 7 | $4K |
| Logan Capital Management Inc. | 0.00% | No change | 6 | $3K |
| True Wealth Design, LLC | 0.00% | Add +100.0% | 6 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $3K |
| Orion Capital Management LLC | 0.00% | No change | 5 | $3K |
| Missouri Trust & Investment Co | 0.00% | No change | 5 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 5 | $3K |
| First Pacific Financial | 0.00% | New | 5 | $3K |
| Sachetta, LLC | 0.00% | No change | 4 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 4 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $2K |
| First United Bank & Trust | 0.00% | New | 4 | $2K |
| Activest Wealth Management | 0.00% | Add +0.0% | 3 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $2K |
| Quent Capital, LLC | 0.00% | No change | 2 | $1K |
| Capital A Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $1K |
| Cromwell Holdings LLC | 0.00% | New | 2 | $1K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 2 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 2 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $1K |
| Bernard Wealth Management Corp. | 0.00% | New | 2 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 2 | $1K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 2 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $1K |
| Key Financial Inc | 0.00% | No change | 2 | $1K |
| Greenline Partners, LLC | 0.00% | New | 2 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +100.0% | 2 | $1K |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $509 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $509 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1 | $509 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $508 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $508 |
| Perkins Coie Trust Co | 0.00% | New | 1 | $508 |
| Stonebridge Financial Group, LLC | 0.00% | New | 1 | $508 |
| Rothschild Investment LLC | 0.00% | New | 1 | $508 |
| Horizon Investments, LLC | 0.00% | New | 1 | $505 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $499 |
| Avion Wealth | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is WSO's weight in each manager's 13F, not the share of Watsco Inc. the manager owns.