Willis Towers WatsonWTW

13F holders, Q1 2024 (March 31)
662holders
15famous investors
$274.96avg. 13F price*

At the end of Q1 2024, 662 institutions reported holding Willis Towers Watson PLC (WTW) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.2B), BlackRock Inc. ($2.8B) and Massachusetts Financial Services Co. ($2.5B). 15 famous investors held it, including Seth Klarman (12.1% of Baupost Group's portfolio), David Abrams (6.2% of Abrams Capital Management's portfolio) and Bill Nygren (1.8% of Harris Associates (Oakmark Funds)'s portfolio).

Company
Willis Towers Watson PLC
Sector
Finance
CUSIP
G96629103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 662Q1 2024Q2 2024: 651Q2 2024Q3 2024: 671Q3 2024Q4 2024: 708Q4 2024Q1 2025: 760Q1 2025Q2 2025: 723Q2 2025Q3 2025: 730Q3 2025Q4 2025: 751Q4 2025Q1 2026: 724Q1 2026Q2 2026: 693Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions80$279.7M
Exits47$66.9M

Ownership 662 holders

Vanguard Group Inc. 0.06% Reduce -1.4% 11,457,785 $3.2B
BlackRock Inc. 0.06% Reduce -2.4% 10,064,337 $2.8B
Massachusetts Financial Services Co. 0.76% Reduce -4.8% 9,204,146 $2.5B
First Eagle Investment Management, LLC 3.41% Reduce -2.1% 5,452,391 $1.5B
State Street Corp. 0.05% Add +0.3% 4,290,937 $1.2B
Harris Associates (Oakmark Funds) 1.77% Reduce -2.4% 3,980,434 $1.1B
Artisan Partners Limited Partnership 1.43% Reduce -21.1% 3,567,016 $980.9M
Geode Capital Management, LLC 0.07% Add +3.5% 2,565,919 $704.0M
FMR LLC 0.04% Add +11.1% 2,147,551 $590.6M
Invesco Ltd. 0.12% Reduce -3.1% 1,952,714 $537.0M
Victory Capital Management Inc. 0.52% Add +28.5% 1,892,389 $520.4M
Baupost Group 12.06% No change 1,555,667 $427.8M
Bank of New York Mellon Corp 0.08% Add +2.3% 1,466,992 $403.4M
Norges Bank 0.06% Add +2.4% 1,277,282 $351.3M
Northern Trust Corp. 0.05% Reduce -3.8% 1,107,082 $304.4M
Barrow Hanley Mewhinney & Strauss LLC 1.00% Reduce -4.2% 1,083,187 $297.9M
Burgundy Asset Management Ltd. 2.93% Reduce -0.8% 1,034,499 $284.5M
Morgan Stanley 0.02% Add +7.7% 850,023 $233.8M
American Century Companies Inc. 0.14% Add +13.9% 821,602 $225.9M
Nuveen Asset Management, LLC 0.07% Reduce -16.7% 801,829 $220.7M
Southpoint Capital Advisors LP 4.35% No change 800,000 $220.0M
Abrams Capital Management 6.19% Reduce -10.7% 720,779 $198.2M
Alliancebernstein L.P. 0.07% Reduce -2.0% 707,596 $194.6M
Legal & General Group Plc 0.06% Reduce -0.8% 699,861 $192.5M
Clarkston Capital Partners, LLC 3.37% Reduce -0.2% 694,238 $190.9M
Dimensional Fund Advisors LP 0.05% Reduce -0.5% 657,012 $180.7M
Altrinsic Global Advisors LLC 7.94% Reduce -30.1% 639,980 $176.0M
Charles Schwab Investment Management Inc. 0.04% Add +1.3% 578,973 $159.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -10.6% 562,883 $154.8M
Brandes Investment Partners, LP 1.92% Reduce -6.3% 542,117 $149.1M
Sahana Capital Management LP 22.95% Add +80.2% 539,153 $148.3M
California Public Employees Retirement System 0.10% Reduce -0.6% 537,472 $147.8M
Amundi 0.05% Add +21.3% 466,201 $122.6M
Adage Capital Partners Gp, L.L.C. 0.23% Reduce -6.3% 440,588 $121.2M
Capital Research Global Investors 0.03% Add +0.1% 424,846 $116.8M
Balyasny Asset Management L.P. 0.30% Reduce -5.8% 418,001 $115.0M
Acadian Asset Management LLC 0.40% Add +520.3% 417,427 $114.8M
Millennium Management 0.10% Reduce -6.5% 399,825 $110.0M
Prana Capital Management, LP 4.80% Reduce -3.8% 389,340 $107.1M
Atalan Capital Partners, LP 8.56% Reduce -3.9% 375,000 $103.1M
Goldman Sachs Group Inc. 0.02% Reduce -5.0% 356,174 $97.9M
Ceredex Value Advisors LLC 1.67% Reduce -5.8% 346,475 $95.6M
Bank of America Corp. 0.01% Add +21.8% 341,314 $93.9M
Brandywine Global Investment Management, LLC 0.63% Add +4.8% 313,640 $86.3M
Swiss National Bank 0.06% Reduce -5.6% 309,310 $85.1M
Barclays PLC 0.04% Reduce -13.8% 305,281 $84.0M
Sound Shore Management Inc 2.55% Reduce -2.3% 296,452 $81.5M
Man Group plc 0.22% Add +61.5% 291,100 $80.1M
Johnson Investment Counsel Inc. 0.83% Reduce -0.5% 278,504 $76.6M
Citadel Advisors 0.08% Reduce -19.6% 277,687 $76.4M
Ameriprise Financial Inc. 0.02% Add +40.9% 276,239 $76.0M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -0.6% 274,305 $75.4M
Deutsche Bank AG 0.03% Add +1.9% 257,270 $70.7M
UBS Group AG 0.02% Add +46.6% 254,091 $69.9M
Renaissance Technologies 0.11% Add +110.3% 251,320 $69.1M
Crawford Investment Counsel Inc. 1.28% Reduce -0.8% 250,353 $68.8M
Alyeska Investment Group, L.P. 0.42% Reduce -20.1% 247,465 $68.1M
Russell Investments Group, Ltd. 0.11% Add +2.3% 247,080 $68.0M
Royal Bank of Canada 0.02% Add +21.3% 240,294 $66.1M
Rockefeller Capital Management L.P. 0.19% Reduce -0.7% 239,963 $66.0M
Credit Suisse AG/ 0.06% Add +11.7% 228,727 $62.9M
Thompson Siegel & Walmsley LLC 0.97% Reduce -27.2% 228,575 $62.9M
Sei Investments Co. 0.09% Reduce -4.8% 212,966 $58.6M
River Road Asset Management, LLC 0.79% Reduce -18.6% 212,850 $58.5M
Cortland Associates Inc. 7.09% Reduce -2.0% 199,179 $54.8M
BNP Paribas Financial Markets 0.07% Add +72.1% 197,022 $54.2M
Perpetual Ltd 0.51% Reduce -26.5% 190,510 $52.4M
Rhumbline Advisers 0.05% Reduce -1.5% 188,662 $51.9M
Robeco Institutional Asset Management B.V. 0.11% Add +63.1% 178,227 $49.0M
Clark Capital Management Group, Inc. 0.36% New 173,063 $47.6M
JPMorgan Chase & Co. 0.00% Add +12.4% 171,586 $47.2M
California State Teachers Retirement System 0.06% Add +0.1% 168,869 $46.4M
Schonfeld Strategic Advisors LLC 0.36% Reduce -3.9% 168,282 $46.3M
T. Rowe Price Associates Inc. 0.01% Add +4.1% 154,973 $42.6M
Mawer Investment Management Ltd. 0.19% Reduce -17.2% 148,180 $40.7M
National Pension Service 0.05% New 147,496 $40.6M
SG Americas Securities, LLC 0.21% Add +158.0% 145,687 $40.1M
Sunriver Management LLC 5.19% Reduce -7.2% 144,435 $39.7M
Natixis Advisors, LLC 0.09% Add +8.4% 138,502 $38.1M
Raymond James & Associates 0.03% Reduce -4.3% 137,835 $37.9M
Bank of Montreal 0.01% Reduce -20.7% 128,166 $35.4M
Envestnet Asset Management Inc. 0.01% Add +87.6% 126,839 $34.9M
Principal Financial Group Inc. 0.02% Add +2.4% 125,693 $34.6M
Qube Research & Technologies Ltd 0.06% Add +373.1% 125,383 $34.5M
New South Capital Management Inc. 1.39% Add +0.7% 120,945 $33.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +16.8% 117,265 $32.2M
CANADA LIFE ASSURANCE Co 0.06% Add +2.7% 115,262 $31.7M
Gillson Capital LP 3.01% Reduce -54.6% 115,054 $31.6M
Viking Global Investors 0.12% New 112,344 $30.9M
Twinbeech Capital LP 0.62% New 109,518 $30.1M
Bank of Nova Scotia 0.06% Reduce -0.9% 109,468 $30.1M
Voloridge Investment Management, LLC 0.10% New 103,761 $28.5M
Rivermont Capital Management LP 10.23% Add +24.0% 101,450 $27.9M
State Board of Administration of Florida Retirement System 0.06% Add +6.8% 116,615 $27.1M
Baron Capital (BAMCO) 0.07% Reduce -7.7% 95,747 $26.3M
New York State Teachers Retirement System 0.05% Reduce -3.6% 94,174 $25.9M
Worldquant Millennium Advisors LLC 0.29% Add +89.7% 84,964 $23.4M
Deroy & Devereaux Private Investment Counsel Inc. 1.42% Reduce -1.6% 84,302 $23.2M
Aryeh Capital Management Ltd. 14.40% No change 83,936 $23.1M
Lord, Abbett & Co. LLC 0.07% New 82,000 $22.6M
Toronto Dominion Bank 0.03% Add +34.8% 79,622 $21.9M
New York State Common Retirement Fund 0.03% Reduce -9.9% 78,642 $21.6M
Intech Investment Management LLC 0.30% Reduce -47.3% 77,205 $21.2M
CI Investments Inc. 0.08% Reduce -0.5% 75,420 $20.7M
Squarepoint Ops LLC 0.09% Add +278.7% 74,690 $20.5M
Voya Investment Management LLC 0.02% Reduce -5.6% 74,513 $20.5M
Macquarie Group Ltd. 0.02% Reduce -1.0% 74,255 $20.4M
Bridgewater Associates 0.10% Reduce -1.1% 73,988 $20.3M
HSBC Holdings PLC 0.01% Add +1.8% 72,729 $20.0M
Citigroup Inc. 0.02% Reduce -12.3% 71,811 $19.7M
Westport Asset Management Inc. 9.51% No change 69,234 $19.0M
Ensign Peak Advisors, Inc 0.03% Reduce -41.1% 68,723 $18.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.08% Reduce -0.7% 68,573 $18.9M
Storebrand Asset Management As 0.06% Reduce -4.3% 65,520 $18.0M
Aviva PLC 0.06% Reduce -16.6% 65,381 $18.0M
Canada Pension Plan Investment Board 0.02% Add +163.8% 62,527 $17.2M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -6.5% 61,055 $16.8M
Blue Grotto Capital, LLC 3.35% New 60,000 $16.5M
Cubist Systematic Strategies, LLC 0.19% Add +128.2% 59,926 $16.5M
State of New Jersey Common Pension Fund D 0.05% No change 59,699 $16.4M
Mackenzie Financial Corp. 0.02% Add +3.9% 59,695 $16.4M
State of Wisconsin Investment Board 0.04% Add +1.0% 59,693 $16.4M
Trexquant Investment LP 0.32% Add +219.6% 59,038 $16.2M
Exencial Wealth Advisors, LLC 0.59% Reduce -2.1% 57,821 $15.9M
Lazard Asset Management LLC 0.02% Reduce -19.9% 57,464 $15.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -16.4% 57,373 $15.8M
State of Tennessee, Department of Treasury 0.06% Add +3.2% 57,180 $15.7M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.6% 56,786 $15.6M
Leeward Investments, LLC - MA 0.69% Add +48.8% 56,679 $15.6M
M&T Bank Corp 0.05% Reduce -8.9% 54,344 $14.9M
TD Asset Management Inc 0.01% Add +0.3% 54,285 $14.9M
Pictet Asset Management Holding SA 0.02% Reduce -4.3% 54,283 $14.9M
Susquehanna International Group, LLP 0.02% Add +81.0% 53,071 $14.6M
Korea Investment CORP 0.04% Add +1.4% 52,795 $14.5M
Danske Bank A/S 0.04% — 48,835 $13.4M
Treasurer of the State of North Carolina 0.06% Add +0.6% 47,481 $13.1M
Daiichi Life Insurance Co., Ltd. 0.28% No change 7,299 $12.6M
Hudson Bay Capital Management LP 0.12% No change 45,000 $12.4M
Royal London Asset Management Ltd. 0.03% Reduce -2.1% 44,826 $12.3M
M&G PLC 0.09% — 44,792 $12.3M
Alaska Permanent Fund Corp 0.18% Add +0.8% 44,729 $12.3M
Aberdeen Group plc 0.02% Add +1.9% 44,599 $12.3M
Wells Fargo & Company 0.00% Reduce -6.2% 42,800 $11.8M
First Fiduciary Investment Counsel, Inc. 2.43% Add +0.1% 42,686 $11.7M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -17.2% 41,762 $11.5M
Hosking Partners LLP 0.42% Reduce -0.3% 41,423 $11.4M
AMF Tjanstepension AB 0.09% No change 41,371 $11.4M
D. E. Shaw & Co. 0.02% Add +3636.6% 41,103 $11.3M
Gotham Asset Management 0.17% Add +22.7% 40,684 $11.2M
Engineers Gate Manager LP 0.29% Add +705.5% 40,395 $11.1M
Asset Management One Co., Ltd. 0.04% Reduce -5.8% 39,664 $10.9M
Jane Street Group, LLC 0.01% Reduce -61.9% 36,854 $10.1M
Rafferty Asset Management, LLC 0.04% Reduce -1.4% 36,089 $9.9M
Employees Retirement System of Texas 0.11% Reduce -32.5% 35,940 $9.9M
Point72 Asset Management 0.03% Reduce -50.8% 35,648 $9.8M
APG Asset Management N.V. 0.02% Add +1.9% 37,899 $9.7M
Chesley Taft & Associates LLC 0.48% Add +7.6% 34,137 $9.4M
AQR Capital Management 0.02% Add +194.4% 33,326 $9.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +14.7% 33,135 $9.1M
Great Lakes Advisors, LLC 0.07% New 31,464 $8.7M
Impax Asset Management Group plc 0.03% Add +1108.3% 30,764 $8.5M
Northwest & Ethical Investments L.P. 0.24% Add +1.2% 30,581 $8.4M
DekaBank Deutsche Girozentrale 0.02% Reduce -3.4% 30,230 $8.2M
Arizona State Retirement System 0.06% Add +0.5% 29,634 $8.1M
Schroder Investment Management Group 0.01% Add +27.4% 29,528 $8.1M
State of Michigan Retirement System 0.04% Reduce -0.7% 28,092 $7.7M
Nomura Asset Management Co. Ltd. 0.03% Reduce -1.3% 27,995 $7.7M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -44.0% 27,651 $7.6M
DORCHESTER WEALTH MANAGEMENT Co 1.34% Reduce -0.9% 27,141 $7.5M
American International Group, Inc. 0.03% Reduce -0.9% 26,933 $7.4M
Olstein Capital Management, L.P. 1.19% No change 26,500 $7.3M
Allspring Global Investments Holdings, LLC 0.01% Reduce -1.2% 26,229 $7.2M
Cibc World Markets Corp. 0.05% Add +8.3% 25,974 $7.1M
Concentric Capital Strategies, LP 0.46% Add +5.8% 25,876 $7.1M
Dakota Wealth Management 0.18% Reduce -1.8% 25,859 $7.1M
Forsta Ap-Fonden 0.06% Add +33.2% 25,300 $7.0M
Interval Partners, LP 0.26% New 24,791 $6.8M
NorthCoast Asset Management LLC 0.09% Add +17.0% 24,649 $6.8M
MetLife Investment Management, LLC 0.05% Reduce -4.1% 24,559 $6.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.53% No change 23,751 $6.5M
Teacher Retirement System of Texas 0.04% Add +130.7% 23,056 $6.3M
Daiwa Securities Group Inc. 0.04% Add +7.6% 22,893 $6.3M
Prudential Financial Inc. 0.01% Add +16.4% 22,820 $6.3M
Retirement Systems of Alabama 0.02% Reduce -0.6% 22,631 $6.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -0.5% 22,510 $6.2M
Point72 Europe (London) LLP 0.57% Add +192.7% 22,200 $6.1M
ProShare Advisors LLC 0.02% Reduce -6.6% 21,984 $6.0M
Amalgamated Bank 0.05% Reduce -17.9% 21,465 $5.9M
Texas Permanent School Fund Corp. 0.05% Reduce -0.6% 21,198 $5.8M
Foyston, Gordon & Payne Inc 1.39% No change 20,970 $5.8M
Huntington National Bank 0.06% Add +0.2% 20,223 $5.6M
Aquatic Capital Management LLC 0.18% New 20,120 $5.5M
Handelsbanken Fonder AB 0.02% Add +21.9% 20,067 $5.5M
Marathon Capital Management 1.33% Reduce -0.5% 20,053 $5.5M
Moran Wealth Management, LLC 0.18% Reduce -1.9% 20,029 $5.5M
KBC Group NV 0.02% Reduce -31.5% 19,953 $5.5M
River Global Investors LLP 1.36% Reduce -21.3% 19,777 $5.4M
AustralianSuper Pty Ltd 0.03% No change 19,490 $5.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +2.1% 19,188 $5.3M
USS Investment Management Ltd 0.04% Reduce -1.8% 18,922 $5.2M
QRG Capital Management, Inc. 0.07% Reduce -19.1% 18,777 $5.2M
PGGM Investments 0.07% Reduce -1.1% 18,668 $5.1M
Walleye Capital LLC 0.06% Reduce -73.4% 18,303 $5.0M
Walleye Trading LLC 0.08% Add +36.0% 18,066 $5.0M
Czech National Bank 0.06% Reduce -0.3% 18,041 $5.0M
Point72 (DIFC) Ltd 0.38% — 17,930 $4.9M
Utah Retirement Systems 0.06% No change 17,896 $4.9M
Brown Advisory Inc. 0.01% New 17,731 $4.9M
Timber Creek Capital Management LLC 1.45% Reduce -7.6% 16,866 $4.6M
Marshall Wace, LLP 0.01% Add +118.4% 16,600 $4.6M
Financial Engines Advisors L.L.C. 0.01% Add +8.3% 16,437 $4.5M
Swedbank AB 0.01% No change 16,407 $4.5M
Public Sector Pension Investment Board 0.03% Reduce -0.8% 16,216 $4.5M
Point72 Hong Kong Ltd 0.22% Add +928.4% 16,104 $4.4M
Xponance LLC 0.05% Add +7.2% 16,050 $4.4M
New York Life Investment Management LLC 0.04% Reduce -3.9% 15,970 $4.4M
Federation des caisses Desjardins du Quebec 0.03% Add +307.5% 15,565 $4.3M
Sendero Wealth Management, LLC 0.73% Add +2.0% 15,407 $4.2M
Louisbourg Investments Inc. 1.16% Reduce -0.6% 19,592 $4.2M
Baird Financial Group, Inc. 0.01% Add +5.6% 15,134 $4.2M
Mercer Global Advisors Inc. 0.01% Reduce -25.2% 14,769 $4.1M
LPL Financial LLC 0.00% Add +15.6% 14,662 $4.0M
Public Employees Retirement Association of Colorado 0.02% Reduce -5.7% 14,584 $4.0M
Lecap Asset Management Ltd. 0.83% New 14,474 $4.0M
Janus Henderson Group PLC 0.00% Reduce -0.7% 14,347 $3.9M
Yousif Capital Management, LLC 0.04% Reduce -1.9% 14,167 $3.9M
Jump Financial, LLC 0.11% Add +1329.2% 14,049 $3.9M
Game Creek Capital, LP 2.01% Reduce -21.2% 13,500 $3.7M
Mutual of America Capital Management LLC 0.04% Reduce -2.8% 13,445 $3.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +18.0% 13,349 $3.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +11.2% 14,862 $3.6M
Creative Planning 0.00% Reduce -7.9% 13,104 $3.6M
CenterBook Partners LP 0.25% Reduce -7.3% 13,092 $3.6M
Capitolis Liquid Global Markets LLC 0.06% Add +30.0% 13,000 $3.6M
Savant Capital, LLC 0.04% Reduce -1.5% 12,902 $3.5M
US Bancorp \de 0.00% Reduce -0.8% 12,881 $3.5M
AMG National Trust Bank 0.10% Reduce -16.6% 12,845 $3.5M
Murphy Pohlad Asset Management LLC 1.38% No change 12,810 $3.5M
AXA S.A. 0.01% Add +10.7% 12,662 $3.5M
Ethic Inc. 0.09% Add +1.6% 12,590 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +0.4% 12,509 $3.4M
Callahan Advisors, LLC 0.36% Add +7.1% 12,365 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +2.1% 12,329 $3.4M
Engine Capital Management, LP 0.68% Reduce -89.9% 12,317 $3.4M
Twin Tree Management, LP 0.08% Add +128.2% 12,087 $3.3M
Allianz Asset Management GmbH 0.01% Add +7.8% 11,956 $3.3M
First Trust Advisors LP 0.00% Add +3.9% 11,818 $3.2M
CIBC Asset Management Inc 0.01% Add +3.1% 11,708 $3.2M
Truist Financial Corp. 0.00% Reduce -0.2% 11,379 $3.1M
HighTower Advisors, LLC 0.01% Add +3.5% 11,128 $3.1M
State of Alaska, Department of Revenue 0.03% No change 11,155 $3.1M
Tudor Investment Corporation 0.04% Reduce -82.7% 11,126 $3.1M
PNC Financial Services Group, Inc. 0.00% Add +13.5% 10,762 $3.0M
Quantbot Technologies LP 0.17% New 10,735 $3.0M
Burney Co./ 0.11% New 10,689 $2.9M
Magnetar Financial LLC 0.08% Reduce -34.3% 10,653 $2.9M
Stifel Financial Corp. 0.00% Reduce -15.9% 10,241 $2.8M
Mariner, LLC 0.01% Add +17.9% 10,091 $2.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -82.1% 10,000 $2.8M
Tocqueville Asset Management L.P. 0.04% Add +2.1% 9,834 $2.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.0% 9,709 $2.7M
Cary Street Partners Investment Advisory LLC 0.11% Add +5.4% 9,612 $2.6M
Nisa Investment Advisors, LLC 0.02% Reduce -78.8% 9,574 $2.6M
Wealthfront Advisers LLC 0.01% Add +31.8% 9,520 $2.6M
National Bank of Canada 0.00% Add +90.9% 9,879 $2.5M
Montag A & Associates Inc. 0.13% Reduce -0.1% 9,161 $2.5M
Empowered Funds, LLC 0.05% Add +614.6% 9,111 $2.5M
Osaic Holdings, Inc. 0.01% Add +88.2% 8,924 $2.5M
Raymond James Financial Services Advisors, Inc. 0.00% Add +1.1% 8,837 $2.4M
Achmea Investment Management B.V. 0.05% Add +246.9% 8,804 $2.4M
Oregon Public Employees Retirement Fund 0.05% Add +9.4% 8,784 $2.4M
Cornercap Investment Counsel Inc. 0.37% Reduce -0.1% 8,769 $2.4M
Gulf International Bank (UK) Ltd 0.06% No change 8,746 $2.4M
Prudential PLC 0.02% Add +49.8% 8,730 $2.4M
Markel Group 0.02% No change 8,627 $2.4M
Headlands Technologies LLC 0.56% Add +68.2% 8,551 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -6.4% 8,545 $2.4M
Agf Management Ltd. 0.01% Reduce -29.0% 8,190 $2.3M
Neuberger Berman Group LLC 0.00% Reduce -4.7% 7,994 $2.2M
Nordea Investment Management AB 0.00% Add +1.9% 7,921 $2.2M
Cerity Partners LLC 0.01% Add +100.2% 7,887 $2.2M
Pathstone Holdings, LLC 0.01% Add +14.0% 7,837 $2.2M
Kentucky Retirement Systems 0.06% Reduce -5.8% 7,787 $2.1M
Tidal Investments LLC 0.04% Add +10.5% 7,753 $2.1M
Cary Street Partners Asset Management LLC 0.33% Add +0.7% 7,722 $2.1M
Two Sigma Investments, LP 0.01% New 7,590 $2.1M
STRS Ohio 0.01% Reduce -5.2% 7,437 $2.0M
Wellington Management Group LLP 0.00% Add +98.8% 7,427 $2.0M
Teza Capital Management LLC 0.26% New 7,223 $2.0M
Pacer Advisors, Inc. 0.00% Add +2.4% 7,202 $2.0M
Vanguard Personalized Indexing Management, LLC 0.04% Add +13.3% 7,182 $2.0M
Cetera Investment Advisers 0.00% New 7,091 $1.9M
CIBC Private Wealth Group LLC 0.00% Add +0.1% 7,023 $1.9M
Fox Run Management, L.L.C. 0.41% New 6,849 $1.9M
Franklin Resources Inc. 0.00% Add +10.3% 6,800 $1.9M
Ostrum Asset Management 0.15% No change 6,760 $1.9M
Live Oak Private Wealth LLC 0.31% Add +0.7% 6,499 $1.8M
Thrivent Financial for Lutherans 0.00% Add +19.7% 6,370 $1.8M
Blair William & Co. 0.01% Add +2.5% 6,332 $1.7M
Ossiam 0.03% Reduce -31.4% 6,324 $1.7M
Credit Agricole S A 0.03% Add +102.6% 6,529 $1.7M
Los Angeles Capital Management LLC 0.01% Add +3.2% 6,222 $1.7M
Ameritas Investment Partners, Inc. 0.06% Reduce -12.0% 6,218 $1.7M
Quadrature Capital Ltd 0.03% Reduce -85.3% 6,192 $1.7M
Guggenheim Capital LLC 0.01% Reduce -20.6% 6,188 $1.7M
Assetmark, Inc. 0.01% Reduce -0.7% 6,163 $1.7M
Mosaic Financial Group, LLC 1.33% — 6,040 $1.7M
Axq Capital, LP 0.40% Add +101.3% 6,040 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -3.2% 6,000 $1.6M
Securian Asset Management, Inc. 0.05% Reduce -8.7% 5,994 $1.6M
Crossmark Global Holdings, Inc. 0.03% Reduce -2.1% 5,933 $1.6M
Panagora Asset Management Inc. 0.01% Reduce -5.4% 5,898 $1.6M
Metis Global Partners, LLC 0.06% Reduce -0.3% 5,646 $1.6M
Corient Private Wealth LP 0.00% Add +21.4% 5,644 $1.6M
Accretive Wealth Partners, LLC 0.68% Add +0.4% 6,102 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -3.6% 5,460 $1.5M
Orion Porfolio Solutions, LLC 0.02% Add +5.5% 5,436 $1.5M
Orion Portfolio Solutions, LLC 0.02% Add +5.5% 5,436 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +5.0% 5,396 $1.5M
New Mexico Educational Retirement Board 0.05% Reduce -5.5% 5,200 $1.4M
Formidable Asset Management, LLC 0.23% Reduce -6.1% 5,175 $1.4M
Hantz Financial Services, Inc. 0.03% Reduce -9.2% 5,103 $1.4M
Oliver Luxxe Assets LLC 0.29% New 5,098 $1.4M
Arrowstreet Capital, Limited Partnership 0.00% Add +481.0% 5,026 $1.4M
RBF Capital, LLC 0.08% No change 5,000 $1.4M
Centiva Capital, LP 0.08% New 4,982 $1.4M
LBP Am SA 0.05% Reduce -7.6% 4,961 $1.4M
Diversified Trust Co. 0.04% Add +314.8% 4,853 $1.3M
Raymond James Trust N.A. 0.03% Add +1.4% 4,757 $1.3M
Boston Partners 0.00% Reduce -23.6% 4,682 $1.3M
Dynamic Technology Lab Private Ltd 0.13% New 4,486 $1.2M
SRH Advisors, LLC 0.39% No change 4,486 $1.2M
Cresset Asset Management, LLC 0.01% Add +8.2% 4,445 $1.2M
Vinva Investment Management Ltd 0.07% Add +0.1% 4,454 $1.2M
Illinois Municipal Retirement Fund 0.02% Reduce -34.1% 4,429 $1.2M
Inceptionr LLC 0.31% New 4,375 $1.2M
Fifth Third Bancorp 0.00% Reduce -0.7% 4,353 $1.2M
Park Avenue Securities LLC 0.01% Add +191.3% 4,197 $1.2M
Metropolitan Life Insurance Co 0.05% Reduce -1.6% 4,135 $1.1M
Commerce Bank 0.01% Reduce -0.2% 3,945 $1.1M
Oak Thistle LLC 0.96% Add +150.9% 3,892 $1.1M
Campbell & CO Investment Adviser LLC 0.09% Reduce -39.6% 3,891 $1.1M
Hunter Associates Investment Management LLC 0.18% No change 3,810 $1.1M
Mesirow Financial Investment Management, Inc. 0.02% Add +13.7% 3,824 $1.1M
Monument Group Wealth Advisors, LLC 0.76% Add +49.6% 3,720 $1.0M
Busey Bank 0.04% Reduce -17.2% 3,660 $1.0M
LMCG Investments, LLC 0.06% Reduce -5.3% 3,592 $988K
AlTi Global, Inc. 0.03% Add +6.0% 3,546 $978K
Norinchukin Bank, The 0.03% Reduce -1.6% 3,539 $973K
Boothbay Fund Management, LLC 0.03% New 3,522 $969K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.6% 3,473 $955K
Federated Hermes, Inc. 0.00% Reduce -20.4% 3,393 $933K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -8.0% 3,384 $931K
South Dakota Investment Council 0.02% No change 3,360 $924K
Oppenheimer Asset Management Inc. 0.01% Reduce -12.5% 3,311 $911K
Confluence Investment Management LLC 0.01% Reduce -1.1% 3,307 $909K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -58.8% 3,224 $887K
United Asset Strategies, Inc. 0.09% No change 3,121 $858K
O'shaughnessy Asset Management, LLC 0.01% Add +21.3% 3,072 $845K
Hamilton Capital Partners Inc. 0.10% No change 3,050 $839K
Paradigm Asset Management Co. LLC 0.21% New 3,000 $825K
Ironwood Investment Counsel, LLC 0.14% No change 2,949 $811K
Seven Eight Capital, LP 0.08% New 2,940 $809K
Brevan Howard Capital Management LP 0.08% Reduce -17.8% 2,920 $803K
MML Investors Services, LLC 0.00% Add +81.3% 2,897 $797K
TD Private Client Wealth LLC 0.03% Add +6.4% 2,882 $793K
Pettyjohn, Wood & White, Inc. 0.16% No change 2,880 $792K
Assenagon Asset Management S.A. 0.00% Reduce -5.4% 2,880 $792K
HRT Financial LP 0.00% Reduce -92.3% 2,829 $777K
Ieq Capital, LLC 0.01% Add +5.9% 2,784 $766K
Gateway Investment Advisers LLC 0.01% Reduce -1.4% 2,783 $765K
Quantinno Capital Management LP 0.02% Add +43.0% 2,756 $758K
Graham Capital Management, L.P. 0.04% Reduce -25.9% 2,725 $749K
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -59.1% 2,643 $727K
Scientech Research LLC 0.38% New 2,634 $724K
Point72 Asia (Singapore) Pte. Ltd. 0.19% New 2,613 $719K
OneDigital Investment Advisors LLC 0.01% Add +4.8% 2,587 $711K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +5.0% 2,536 $697K
SYSTM Wealth Solutions LLC 0.09% Reduce -14.0% 2,511 $692K
Legacy Wealth Asset Management, LLC 0.19% Add +3.8% 2,510 $690K
Schechter Investment Advisors, LLC 0.05% Reduce -21.2% 2,504 $689K
S.E.E.D. Planning Group LLC 0.25% Reduce -4.7% 2,499 $687K
SkyView Investment Advisors, LLC 0.13% New 2,485 $683K
Intrust Bank NA 0.07% No change 2,474 $680K
Bleakley Financial Group, LLC 0.02% Add +4.0% 2,467 $678K
Simplicity Wealth,LLC 0.02% New 2,459 $676K
NEOS Investment Management LLC 0.04% Add +62.5% 2,378 $654K
Stephens Inc. 0.01% Add +17.1% 2,321 $638K
Exchange Traded Concepts, LLC 0.02% Add +1849.6% 2,320 $638K
Cwm, LLC 0.00% Add +12.3% 2,302 $633K
Washington Capital Management, Inc. 0.51% No change 2,300 $633K
Gabelli Funds LLC 0.00% No change 2,300 $633K
Principal Securities, Inc. 0.02% Add +686.8% 2,266 $623K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Reduce -0.1% 2,252 $619K
Lester Murray Antman dba SimplyRich 0.20% No change 2,235 $615K
Legal Advantage Investments, Inc. 0.34% No change 2,215 $609K
Lincoln National Corp. 0.01% Add +10.7% 2,193 $603K
Thoroughbred Financial Services, LLC 0.06% Reduce -27.7% 2,193 $603K
V-Square Quantitative Management LLC 0.08% No change 2,142 $589K
Integrated Wealth Concepts LLC 0.01% Add +19.8% 2,127 $585K
Nebula Research & Development LLC 0.13% New 2,116 $582K
Tower Research Capital LLC (TRC) 0.01% Reduce -85.1% 2,108 $580K
Vestcor Inc 0.02% Reduce -0.9% 2,099 $577K
Janney Montgomery Scott LLC 0.00% Reduce -8.7% 2,084 $573K
Blueshift Asset Management, LLC 0.29% Add +35.1% 2,018 $555K
Rappaport Reiches Capital Management, LLC 0.16% No change 1,914 $526K
Captrust Financial Advisors 0.00% Reduce -83.9% 1,911 $525K
Gsa Capital Partners LLP 0.04% New 1,869 $514K
Rathbones Group PLC 0.00% Reduce -4.3% 1,866 $513K
First Trust Direct Indexing L.P. 0.04% Add +13.4% 1,849 $508K
Saxon Interests, Inc. 0.24% No change 1,831 $504K
James Hambro & Partners LLP 0.02% Reduce -4.8% 1,828 $502K
Cognios Beta Neutral Large Cap Fund, LP 0.65% Reduce -21.4% 1,825 $502K
Dynamic Advisor Solutions LLC 0.02% Add +5.8% 1,821 $501K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -61.1% 1,792 $493K
Kestra Advisory Services, LLC 0.00% Reduce -14.7% 1,786 $491K
Steward Partners Investment Advisory, LLC 0.01% Add +8.5% 1,767 $486K
DoubleLine ETF Adviser LP 0.12% Add +0.9% 1,764 $485K
DHJJ Financial Advisors, Ltd. 0.21% No change 1,752 $482K
Pekin Hardy Strauss, Inc. 0.07% No change 1,751 $482K
Empower Advisory Group, LLC 0.00% Add +1.6% 1,729 $475K
Clearbridge Investments, LLC 0.00% No change 1,728 $475K
Family Firm, Inc. 0.11% No change 1,704 $469K
Occudo Quantitative Strategies LP 0.08% New 1,683 $463K
Edgestream Partners, L.P. 0.02% Add +24.6% 1,651 $454K
Investment Management Corp of Ontario 0.01% Reduce -56.6% 1,650 $454K
Envestnet Portfolio Solutions, Inc. 0.00% Add +35.4% 1,642 $452K
PEAK6 Investments LLC 0.02% Add +108.4% 1,619 $445K
Advisory Services Network, LLC 0.01% Reduce -1.4% 1,613 $444K
Buckingham Strategic Wealth, LLC 0.00% Add +3.5% 1,607 $442K
First Horizon Advisors, Inc. 0.01% Add +0.7% 1,571 $432K
Stevens Capital Management LP 0.08% New 1,569 $431K
Epoch Investment Partners, Inc. 0.00% Reduce -15.2% 1,558 $428K
Fonville Wealth Management LLC 0.19% No change 1,554 $427K
Riverpoint Wealth Management Holdings, LLC 0.12% Add +0.1% 1,542 $424K
Profund Advisors LLC 0.02% Add +2.3% 1,525 $419K
Cladis Investment Advisory, LLC 0.30% No change 1,510 $415K
Brown Brothers Harriman & Co. 0.00% No change 1,506 $414K
Qtron Investments LLC 0.06% Reduce -33.7% 1,504 $414K
Vontobel Holding Ltd. 0.00% No change 1,483 $408K
Blue Trust, Inc. 0.01% Add +41.3% 1,478 $406K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.1% 1,478 $406K
Regions Financial Corp. 0.00% Add +7.4% 1,471 $405K
Snowden Capital Advisors LLC 0.01% Reduce -3.1% 1,458 $402K
Swiss Life Asset Management Ltd 0.01% Reduce -68.1% 1,452 $399K
Horizon Investments, LLC 0.01% Reduce -1.4% 1,429 $393K
Proficio Capital Partners LLC 0.04% Add +1.0% 1,413 $389K
Kestra Private Wealth Services, LLC 0.01% Add +14.7% 1,406 $387K
DAVENPORT & Co LLC 0.00% No change 1,362 $375K
Raub Brock Capital Management LP 0.08% No change 1,350 $371K
Access Investment Management LLC 0.12% Add +0.4% 1,340 $369K
First Manhattan Co. Llc. 0.00% No change 1,336 $368K
Symmetry Partners, LLC 0.03% New 1,328 $365K
Florida Trust Wealth Management Co 0.01% Add +0.6% 1,320 $363K
Capital Analysts, LLC 0.02% No change 1,315 $362K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -24.6% 1,290 $355K
Private Advisor Group, LLC 0.00% Reduce -5.5% 1,286 $354K
Benjamin F. Edwards & Company, Inc. 0.01% Add +18.8% 1,284 $353K
Brighton Jones LLC 0.01% Add +2.7% 1,266 $348K
Rockland Trust Co. 0.02% No change 1,266 $348K
Alhambra Investment Management LLC 0.19% No change 1,260 $347K
Bridgefront Capital, LLC 0.26% New 1,234 $339K
Mayflower Financial Advisors, LLC 0.06% Add +0.5% 1,234 $339K
Trust Asset Management LLC 0.03% No change 1,227 $337K
Chicago Partners Investment Group LLC 0.01% Reduce -2.8% 1,265 $334K
Lido Advisors, LLC 0.00% Add +2.5% 1,169 $322K
Forum Financial Management, LP 0.01% No change 1,148 $316K
Pearl River Capital, LLC 0.05% New 1,145 $315K
Summit Trail Advisors, LLC 0.01% Add +32.9% 1,139 $314K
Sequoia Financial Advisors, LLC 0.00% Reduce -32.4% 1,142 $314K
Glenmede Trust Co. NA 0.00% Add +1.3% 1,140 $314K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -0.3% 1,136 $312K
Mosaic Family Wealth Partners, LLC 0.05% New 1,135 $312K
Lanark Financial, Inc. 0.03% Reduce -14.4% 1,099 $312K
Siemens Fonds Invest GmbH 0.02% Reduce -6.3% 1,125 $309K
HighPoint Advisor Group LLC 0.02% Add +2.0% 1,210 $307K
Caisse de depot et placement du Quebec 0.00% Reduce -96.5% 1,109 $305K
Fidelis Capital Partners, LLC 0.05% Add +0.5% 1,103 $303K
Cigna Investments Inc. 0.06% Reduce -1.5% 1,100 $302K
Connecticut Wealth Management, LLC 0.02% Add +0.9% 1,098 $302K
Act Two Investors LLC 0.06% Add +14.8% 1,029 $283K
United Capital Financial Advisors, LLC 0.00% New 1,023 $281K
Cohen & Steers, Inc. 0.00% No change 1,023 $281K
iA Global Asset Management Inc. 0.01% New 1,011 $278K
HB Wealth Management, LLC 0.00% Add +6.0% 1,008 $277K
Financial Freedom, LLC 0.16% Add +140.2% 980 $269K
Verition Fund Management LLC 0.00% Reduce -46.5% 974 $268K
Csenge Advisory Group 0.01% New 965 $265K
Syon Capital LLC 0.03% Reduce -1.9% 963 $265K
EP Wealth Advisors, LLC 0.00% Reduce -3.4% 961 $264K
NewEdge Advisors, LLC 0.00% Add +5.5% 960 $264K
Martingale Asset Management L P 0.01% New 954 $262K
Garrison Asset Management, LLC 0.14% No change 950 $261K
William Blair Investment Management, LLC 0.00% Add +1.3% 943 $259K
Two Sigma Securities, LLC 0.01% New 928 $255K
Cassaday & Co Wealth Management LLC 0.01% Reduce -1.3% 925 $254K
Vident Advisory, LLC 0.01% New 919 $253K
Checchi Capital Advisers, LLC 0.02% Add +5.6% 884 $243K
ZWJ Investment Counsel Inc. 0.01% New 884 $243K
Caprock Group, LLC 0.01% Reduce -30.6% 881 $243K
Red Door Wealth Management, LLC 0.04% No change 846 $233K
Seed Wealth Management, Inc. 0.22% No change 850 $232K
Greenleaf Trust 0.00% Reduce -12.9% 843 $232K
Eagle Rock Investment Company, LLC 0.04% No change 841 $231K
Vise Technologies, Inc. 0.05% Reduce -7.2% 837 $230K
Townsquare Capital LLC 0.00% New 829 $228K
Citadel Investment Advisory, Inc. 0.13% No change 826 $227K
Wbi Investments, LLC 0.05% Reduce -21.9% 823 $226K
Nomura Holdings Inc. 0.00% Reduce -60.5% 819 $225K
Coldstream Capital Management Inc. 0.01% Reduce -4.7% 811 $223K
Bessemer Group Inc. 0.00% Add +4.4% 813 $223K
Harbour Capital Advisors, LLC 0.06% New 830 $222K
Pinnacle Wealth Planning Services, Inc. 0.03% New 800 $220K
Cookson Peirce & Co. Inc. 0.01% New 795 $219K
Commerzbank Aktiengesellschaft 0.01% New 792 $218K
Keybank National Association 0.00% New 788 $217K
SageView Advisory Group, LLC 0.01% New 15,414 $215K
Graypoint LLC 0.02% New 783 $215K
Rothschild Investment LLC 0.02% No change 782 $215K
Round Rock Advisors LLC 0.05% New 760 $209K
Global Retirement Partners, LLC 0.01% Add +27.8% 758 $208K
Waypoint Capital Advisors, LLC 0.05% New 754 $207K
SVB Wealth LLC 0.00% New 751 $207K
Modera Wealth Management, LLC 0.00% New 745 $205K
Aigen Investment Management, LP 0.04% New 734 $202K
Banque Cantonale Vaudoise 0.01% New 724 $199K
GAMMA Investing LLC 0.04% Add +26.4% 713 $196K
JNBA Financial Advisors 0.02% Reduce -12.2% 650 $179K
Signaturefd, LLC 0.00% Add +90.0% 644 $177K
Sentry Investment Management LLC 0.06% No change 549 $151K
EverSource Wealth Advisors, LLC 0.01% Add +4.7% 583 $146K
Parallel Advisors, LLC 0.00% Reduce -0.6% 493 $136K
Penserra Capital Management LLC 0.00% Reduce -48.3% 487 $133K
Quarry LP 0.05% Add +426.4% 458 $126K
PFS Partners, LLC 0.09% No change 457 $126K
Gilliland Jeter Wealth Management LLC 0.04% New 450 $124K
Mather Group, Llc. 0.00% New 495 $119K
Allworth Financial LP 0.00% Add +38.9% 425 $117K
UMB Bank, n.a. 0.00% Add +0.5% 386 $106K
Deseret Mutual Benefit Administrators 0.05% No change 361 $99K
State of Wyoming 0.02% New 359 $99K
Washington Trust Advisors, Inc. 0.01% Reduce -0.6% 336 $92K
CENTRAL TRUST Co 0.00% Reduce -29.8% 314 $86K
Quadrant Capital Group LLC 0.01% Reduce -7.1% 303 $83K
Alta Advisers Ltd 0.04% No change 300 $83K
Catalyst Funds Management Pty Ltd 0.02% — 300 $83K
Clearstead Advisors, LLC 0.00% Add +561.7% 311 $79K
Parkside Financial Bank & Trust 0.01% Add +2.8% 256 $70K
Private Trust Co. NA 0.01% Reduce -1.9% 256 $70K
Harvest Fund Management Co., Ltd 0.01% New 255 $70K
DT Investment Partners, LLC 0.01% No change 248 $68K
Johnson Financial Group, Inc. 0.00% Reduce -62.2% 245 $68K
Gables Capital Management Inc. 0.03% No change 227 $62K
MassMutual Private Wealth & Trust, FSB 0.00% Add +13.0% 226 $62K
LRI Investments, LLC 0.01% — 211 $58K
Beacon Capital Management, LLC 0.01% Add +136.5% 175 $48K
Capital Advisors, Ltd. LLC 0.01% Add +1.2% 174 $48K
Farther Finance Advisors, LLC 0.00% Add +14.9% 170 $46K
Heritage Wealth Advisors 0.00% No change 154 $42K
Investors Research Corp 0.01% No change 151 $42K
Lindbrook Capital, LLC 0.00% Add +0.7% 150 $41K
HHM Wealth Advisors, LLC 0.01% No change 140 $39K
Hexagon Capital Partners LLC 0.01% Add +2.3% 132 $36K
Janiczek Wealth Management, LLC 0.01% No change 128 $35K
CKW Financial Group 0.00% No change 120 $33K
Richardson Financial Services Inc. 0.02% New 101 $28K
Farmers & Merchants Investments Inc. 0.00% No change 97 $27K
Harbor Investment Advisory, LLC 0.00% No change 93 $26K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +5.9% 90 $25K
FIL Ltd 0.00% Add +4.7% 90 $25K
Trust Co. of Vermont 0.00% No change 84 $23K
MV Capital Management, Inc. 0.00% Reduce -8.0% 81 $22K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 80 $22K
Spire Wealth Management 0.00% Reduce -37.0% 75 $21K
New Covenant Trust Company, N.A. 0.02% — 73 $20K
Northwest Investment Counselors, LLC 0.00% New 66 $18K
IFP Advisors, Inc 0.00% Add +54.8% 65 $18K
Smartleaf Asset Management LLC 0.00% Add +231.6% 63 $17K
Gradient Investments LLC 0.00% Reduce -36.1% 62 $17K
Rise Advisors, LLC 0.01% New 60 $17K
Zions Bancorporation, N.A. 0.00% No change 59 $16K
Glen Eagle Advisors, LLC 0.00% No change 56 $15K
JFS Wealth Advisors, LLC 0.00% Reduce -8.8% 52 $14K
Jones Financial Companies LLLP 0.00% Add +420.0% 52 $14K
Plante Moran Financial Advisors, LLC 0.00% New 50 $14K
Avalon Trust Co 0.00% No change 50 $14K
Bell Investment Advisors, Inc 0.00% Reduce -18.3% 49 $13K
Covestor Ltd 0.01% Reduce -2.0% 48 $13K
Bruce G. Allen Investments, LLC 0.01% No change 47 $13K
Pinnacle Bancorp, Inc. 0.00% Reduce -29.0% 44 $12K
GW&K Investment Management, LLC 0.00% Reduce -6.3% 45 $12K
Aspect Partners, LLC 0.01% No change 42 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 39 $11K
Versant Capital Management, Inc 0.00% No change 38 $10K
Parallax Volatility Advisers, L.P. 0.00% New 35 $10K
Silicon Valley Capital Partners 0.00% No change 33 $9K
Meeder Asset Management Inc. 0.00% New 32 $9K
Private Wealth Management Group, LLC 0.00% No change 30 $8K
Avior Wealth Management, LLC 0.00% Add +900.0% 30 $8K
FSA Wealth Management LLC 0.00% No change 29 $8K
Smithfield Trust Co 0.00% No change 26 $7K
Raffa Wealth Management, LLC 0.00% No change 25 $7K
Abound Wealth Management 0.00% Reduce -4.0% 24 $7K
Institutional & Family Asset Management, LLC 0.00% No change 22 $6K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 21 $6K
Colonial Trust Co / SC 0.00% Reduce -4.8% 20 $6K
WR Wealth Planners, LLC 0.00% New 20 $6K
Oliver Lagore Vanvalin Investment Group 0.00% Add +171.4% 19 $5K
Financial Management Professionals, Inc. 0.00% Reduce -41.9% 18 $5K
Quent Capital, LLC 0.00% No change 17 $5K
CoreFirst Bank & Trust 0.00% No change 17 $5K
WASHINGTON TRUST Co 0.00% No change 17 $5K
Northwest Capital Management Inc 0.00% No change 16 $4K
CVA Family Office, LLC 0.00% No change 16 $4K
Venturi Wealth Management, LLC 0.00% Add +6.7% 16 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.2% 23 $4K
Naples Money Management LLC 0.00% New 15 $4K
SJS Investment Consulting Inc. 0.00% No change 15 $4K
Sandy Spring Bank 0.00% No change 15 $4K
Prestige Wealth Management Group LLC 0.00% Reduce -62.2% 14 $4K
SouthState Bank Corp 0.00% Reduce -72.0% 14 $4K
Continuum Advisory, LLC 0.00% New 15 $4K
Opal Wealth Advisors, LLC 0.00% New 13 $4K
CoreCap Advisors, LLC 0.00% New 13 $4K
MCF Advisors LLC 0.00% Add +9.1% 12 $3K
Fortitude Family Office, LLC 0.00% No change 12 $3K
Park Place Capital Corp 0.00% No change 11 $3K
Harbour Investments, Inc. 0.00% No change 11 $3K
VitalStone Financial, LLC 0.00% New 10 $3K
Manchester Capital Management LLC 0.00% Add +66.7% 10 $3K
RFP Financial Group LLC 0.00% New 9 $2K
Tompkins Financial Corp. 0.00% No change 9 $2K
Geneos Wealth Management Inc. 0.00% No change 9 $2K
Dunhill Financial, LLC 0.00% Add +28.6% 9 $2K
Semmax Financial Advisors Inc. 0.00% No change 9 $2K
Eagle Bay Advisors LLC 0.00% No change 8 $2K
Balefire, LLC 0.00% Reduce -11.1% 8 $2K
SOA Wealth Advisors, LLC. 0.00% No change 8 $2K
Beaird Harris Wealth Management, LLC 0.00% Reduce -75.0% 8 $2K
Hollencrest Capital Management 0.00% No change 8 $2K
Wetzel Investment Advisors, Inc. 0.00% No change 8 $2K
Cornerstone Planning Group LLC 0.00% Add +300.0% 8 $2K
Avion Wealth 0.00% Add +50.0% 6 $2K
Highline Wealth Partners LLC 0.00% No change 7 $2K
Anchor Investment Management, LLC 0.00% New 7 $2K
Core Alternative Capital 0.00% Reduce -87.8% 6 $2K
Castleview Partners, LLC 0.00% Reduce -16.7% 5 $1K
Laurel Wealth Advisors LLC 0.00% New 5 $1K
North Star Investment Management Corp. 0.00% No change 5 $1K
Arax Advisory Partners 0.00% Reduce -16.7% 5 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Valued Wealth Advisors LLC 0.00% No change 3 $828
Raleigh Capital Management Inc. 0.00% Reduce -62.5% 3 $825
Trifecta Capital Advisors, LLC 0.00% No change 3 $825
Nvwm, LLC 0.00% New 2 $552
Carolinas Wealth Consulting LLC 0.00% No change 2 $552
TFO Wealth Partners, LLC 0.00% Reduce -33.3% 2 $550
Bokf, NA 0.00% Reduce -95.9% 2 $547
Riggs Asset Managment Co. Inc. 0.00% New 1 $275
AdvisorNet Financial, Inc 0.00% No change 1 $275
Colonial Trust Advisors 0.00% No change 1 $275
TFC Financial Management, Inc. 0.00% New 1 $275

"% of holder's portfolio" is WTW's weight in each manager's 13F, not the share of Willis Towers Watson PLC the manager owns.