Willis Towers WatsonWTW

13F holders, Q2 2024 (June 30)
651holders −11
53new positions
66sold out
14famous investors
$262.16avg. 13F price*

At the end of Q2 2024, 651 institutions reported holding Willis Towers Watson PLC (WTW) in their 13F filings, down 11 from Q1 2024. 53 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock Inc. ($2.6B) and Massachusetts Financial Services Co. ($2.2B). 14 famous investors held it, including Seth Klarman (12.3% of Baupost Group's portfolio), David Abrams (3.7% of Abrams Capital Management's portfolio) and Bill Nygren (1.7% 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 → Q2 2024

InstitutionsTotal Value
New Positions53$39.0M
Exits66$271.1M

All 13F filers, Q1 2024 → Q2 2024: 4,227,480 shares bought and 4,822,932 shares sold, net −595,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 651 holders

Vanguard Group Inc. 0.06% Reduce -0.3% 11,423,341 $3.0B
BlackRock Inc. 0.06% Reduce -1.1% 9,955,542 $2.6B
Massachusetts Financial Services Co. 0.66% Reduce -10.7% 8,215,383 $2.2B
First Eagle Investment Management, LLC 3.19% Reduce -1.4% 5,377,880 $1.4B
State Street Corp. 0.05% Add +0.0% 4,291,425 $1.1B
Harris Associates (Oakmark Funds) 1.73% Reduce -2.1% 3,895,800 $1.0B
Artisan Partners Limited Partnership 1.40% Reduce -1.5% 3,513,266 $921.0M
Geode Capital Management, LLC 0.06% Add +1.7% 2,609,816 $682.5M
FMR LLC 0.04% Add +10.3% 2,368,071 $620.8M
Victory Capital Management Inc. 0.53% Add +5.2% 1,991,311 $522.0M
Invesco Ltd. 0.11% Add +1.2% 1,975,362 $517.8M
Bank of New York Mellon Corp 0.09% Add +17.8% 1,728,554 $453.1M
Baupost Group 12.27% Add +6.2% 1,652,648 $433.2M
Norges Bank 0.06% Add +14.7% 1,465,032 $384.0M
Barrow Hanley Mewhinney & Strauss LLC 1.00% Add +3.6% 1,122,475 $294.2M
Northern Trust Corp. 0.05% Add +0.8% 1,115,529 $292.4M
Burgundy Asset Management Ltd. 2.86% Add +0.1% 1,035,579 $271.5M
American Century Companies Inc. 0.16% Add +22.5% 1,006,728 $263.9M
Morgan Stanley 0.02% Reduce -3.3% 822,389 $215.6M
Southpoint Capital Advisors LP 5.22% No change 800,000 $209.7M
Dimensional Fund Advisors LP 0.05% Add +12.3% 737,464 $193.3M
Abrams Capital Management 3.69% No change 720,779 $188.9M
Legal & General Group Plc 0.05% Add +0.4% 702,955 $184.3M
Nuveen Asset Management, LLC 0.05% Reduce -15.5% 677,335 $177.7M
Alliancebernstein L.P. 0.06% Reduce -6.4% 662,447 $173.7M
Acadian Asset Management LLC 0.52% Add +53.0% 638,535 $167.4M
Goldman Sachs Group Inc. 0.03% Add +71.2% 609,751 $159.8M
Brandes Investment Partners, LP 1.93% Add +10.4% 598,631 $157.0M
Charles Schwab Investment Management Inc. 0.03% Add +2.0% 590,738 $154.9M
Balyasny Asset Management L.P. 0.41% Add +41.3% 590,571 $154.8M
Altrinsic Global Advisors LLC 6.73% Reduce -10.1% 575,383 $150.8M
Clarkston Capital Partners, LLC 2.66% Reduce -23.5% 531,318 $139.3M
Amundi 0.05% Add +11.2% 518,610 $135.0M
Prana Capital Management, LP 6.11% Add +25.8% 489,960 $128.4M
Adage Capital Partners Gp, L.L.C. 0.24% Add +10.8% 488,088 $127.9M
Citadel Advisors 0.13% Add +70.7% 474,006 $124.3M
California Public Employees Retirement System 0.09% Reduce -15.9% 452,064 $118.5M
Capital Research Global Investors 0.02% Add +0.1% 425,092 $111.4M
Sahana Capital Management LP 17.11% Reduce -22.0% 420,665 $110.3M
Millennium Management 0.09% Add +0.1% 400,050 $104.9M
Ceredex Value Advisors LLC 1.91% Add +10.8% 384,063 $101.0M
Sound Shore Management Inc 3.10% Add +19.6% 354,537 $92.9M
Bank of America Corp. 0.01% Add +1.7% 347,082 $91.0M
Ameriprise Financial Inc. 0.02% Add +22.7% 339,069 $88.9M
Atalan Capital Partners, LP 8.06% Reduce -12.0% 330,000 $86.5M
Brandywine Global Investment Management, LLC 0.65% Add +4.5% 327,863 $85.9M
Swiss National Bank 0.05% Reduce -1.9% 303,410 $79.5M
Barclays PLC 0.04% Reduce -2.1% 298,865 $78.3M
Johnson Investment Counsel Inc. 0.76% Reduce -0.6% 276,809 $72.6M
Deutsche Bank AG 0.03% Add +7.1% 275,435 $72.2M
Russell Investments Group, Ltd. 0.11% Add +9.6% 270,667 $71.0M
River Road Asset Management, LLC 1.01% Add +26.2% 268,691 $70.4M
UBS Group AG 0.02% Add +3.9% 263,988 $69.2M
Crawford Investment Counsel Inc. 1.28% Add +1.8% 254,898 $66.8M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -9.0% 249,509 $65.4M
Thompson Siegel & Walmsley LLC 1.04% Add +8.5% 247,982 $65.0M
Renaissance Technologies 0.11% Reduce -5.0% 238,620 $62.6M
Rockefeller Capital Management L.P. 0.18% Reduce -2.1% 234,966 $61.6M
Sei Investments Co. 0.08% Add +6.5% 226,810 $59.5M
Bank of Montreal 0.02% Add +73.8% 222,765 $59.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -60.3% 223,491 $58.6M
Perpetual Ltd 0.60% Add +10.5% 210,578 $55.2M
Sunriver Management LLC 6.98% Add +45.5% 210,221 $55.1M
T. Rowe Price Associates Inc. 0.01% Add +32.6% 205,425 $53.9M
Point72 Asset Management 0.17% Add +456.5% 198,389 $52.0M
Cortland Associates Inc. 6.55% Reduce -0.8% 197,568 $51.8M
First Trust Advisors LP 0.05% Add +1551.6% 195,186 $51.2M
HSBC Holdings PLC 0.03% Add +161.4% 190,101 $50.0M
Royal Bank of Canada 0.01% Reduce -21.1% 189,519 $49.7M
Man Group plc 0.13% Reduce -35.5% 187,645 $49.2M
Rhumbline Advisers 0.05% Reduce -2.0% 184,897 $48.5M
Clark Capital Management Group, Inc. 0.34% Add +2.1% 176,706 $46.3M
California State Teachers Retirement System 0.05% Add +0.2% 169,221 $44.4M
National Pension Service 0.05% Add +1.7% 150,001 $39.3M
JPMorgan Chase & Co. 0.00% Reduce -12.6% 149,927 $39.3M
Natixis Advisors, LLC 0.08% Add +4.1% 144,204 $37.8M
Voloridge Investment Management, LLC 0.14% Add +36.0% 141,063 $37.0M
BNP Paribas Financial Markets 0.04% Reduce -29.4% 139,184 $36.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +17.8% 138,156 $36.2M
Raymond James & Associates 0.02% Reduce -11.4% 122,169 $32.0M
Principal Financial Group Inc. 0.02% Reduce -4.5% 120,045 $31.5M
New South Capital Management Inc. 1.38% Reduce -2.4% 118,025 $30.9M
CANADA LIFE ASSURANCE Co 0.06% Add +1.5% 117,022 $30.7M
Bridgewater Associates 0.15% Add +47.4% 109,065 $28.6M
Rivermont Capital Management LP 11.71% Add +2.9% 104,369 $27.4M
Schonfeld Strategic Advisors LLC 0.21% Reduce -39.1% 102,527 $26.9M
State Board of Administration of Florida Retirement System 0.05% Reduce -13.1% 101,381 $26.6M
Robeco Institutional Asset Management B.V. 0.06% Reduce -44.4% 99,133 $26.0M
Envestnet Asset Management Inc. 0.01% Reduce -22.0% 98,936 $25.9M
Baron Capital (BAMCO) 0.07% Reduce -0.7% 95,073 $24.9M
Aryeh Capital Management Ltd. 14.99% Add +6.1% 89,065 $23.3M
Bank of Nova Scotia 0.05% Reduce -18.7% 88,962 $23.3M
New York State Teachers Retirement System 0.05% Reduce -7.0% 87,599 $23.0M
Marshall Wace, LLP 0.03% Add +415.4% 85,549 $22.4M
Susquehanna International Group, LLP 0.04% Add +59.7% 84,773 $22.2M
Deroy & Devereaux Private Investment Counsel Inc. 1.37% Add +0.4% 84,649 $22.2M
Citigroup Inc. 0.02% Add +17.1% 84,059 $22.0M
Intech Investment Management LLC 0.27% Add +5.5% 81,413 $21.3M
Aviva PLC 0.06% Add +23.6% 80,819 $21.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +504.9% 80,748 $21.2M
New York State Common Retirement Fund 0.03% Add +0.0% 78,650 $20.6M
Macquarie Group Ltd. 0.02% Add +1.2% 75,175 $19.7M
CI Investments Inc. 0.08% Reduce -0.7% 74,893 $19.6M
Canada Pension Plan Investment Board 0.02% Add +13.3% 70,819 $18.6M
Korea Investment CORP 0.05% Add +33.2% 70,325 $18.4M
Westport Asset Management Inc. 9.08% No change 69,234 $18.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.07% Reduce -2.4% 66,934 $17.5M
Storebrand Asset Management As 0.06% Reduce -0.7% 65,061 $17.1M
SG Americas Securities, LLC 0.11% Reduce -55.5% 64,858 $17.0M
Worldquant Millennium Advisors LLC 0.15% Reduce -23.7% 64,819 $17.0M
Nordea Investment Management AB 0.02% Add +673.9% 61,304 $16.2M
TD Asset Management Inc 0.01% Add +11.6% 60,573 $15.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.5% 57,091 $15.0M
Lazard Asset Management LLC 0.02% Reduce -1.7% 56,502 $14.8M
State of Wisconsin Investment Board 0.04% Reduce -6.2% 55,968 $14.7M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.6% 55,849 $14.6M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -8.6% 55,806 $14.6M
Hudson Bay Capital Management LP 0.13% Add +22.2% 55,000 $14.4M
Exencial Wealth Advisors, LLC 0.54% Reduce -5.2% 54,806 $14.4M
Leeward Investments, LLC - MA 0.65% Reduce -4.4% 54,192 $14.2M
Pictet Asset Management Holding SA 0.02% Reduce -0.4% 54,088 $14.2M
Gotham Asset Management 0.18% Add +28.4% 52,225 $13.7M
Toronto Dominion Bank 0.02% Reduce -36.7% 50,404 $13.2M
Jane Street Group, LLC 0.01% Add +35.2% 49,842 $13.1M
APG Asset Management N.V. 0.02% Add +40.6% 53,299 $13.0M
Alaska Permanent Fund Corp 0.19% Add +0.9% 45,127 $12.7M
Danske Bank A/S 0.05% Reduce -0.6% 48,537 $12.7M
Ensign Peak Advisors, Inc 0.02% Reduce -31.1% 47,322 $12.4M
State of Tennessee, Department of Treasury 0.04% Reduce -19.6% 45,946 $12.0M
M&G PLC 0.08% Add +1.8% 45,596 $11.9M
Gillson Capital LP 1.14% Reduce -60.9% 45,000 $11.8M
Royal London Asset Management Ltd. 0.03% Reduce -0.3% 44,704 $11.7M
Alyeska Investment Group, L.P. 0.07% Reduce -82.0% 44,644 $11.7M
Treasurer of the State of North Carolina 0.05% Reduce -6.3% 44,488 $11.7M
Wells Fargo & Company 0.00% Add +3.5% 44,294 $11.6M
AMF Tjanstepension AB 0.09% Add +6.6% 44,115 $11.6M
First Fiduciary Investment Counsel, Inc. 2.48% Add +2.2% 43,640 $11.4M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -2.9% 40,562 $10.6M
Hosking Partners LLP 0.38% Reduce -6.3% 38,798 $10.2M
Asset Management One Co., Ltd. 0.04% Reduce -3.2% 38,393 $10.1M
Squarepoint Ops LLC 0.04% Reduce -51.4% 36,267 $9.5M
State of New Jersey Common Pension Fund D 0.04% Reduce -39.5% 36,119 $9.5M
Rafferty Asset Management, LLC 0.04% Reduce -0.4% 35,955 $9.4M
Employees Retirement System of Texas 0.10% No change 35,940 $9.4M
Concentric Capital Strategies, LP 0.59% Add +38.9% 35,938 $9.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +7.6% 35,654 $9.3M
Voya Investment Management LLC 0.01% Reduce -53.7% 34,472 $9.0M
Chesley Taft & Associates LLC 0.45% Add +0.6% 34,343 $9.0M
Engineers Gate Manager LP 0.19% Reduce -18.4% 32,971 $8.6M
DekaBank Deutsche Girozentrale 0.02% Add +7.6% 32,536 $8.6M
Kingsview Wealth Management, LLC 0.19% New 30,286 $7.9M
Point72 Europe (London) LLP 0.66% Add +35.1% 29,997 $7.9M
Aberdeen Group plc 0.02% Reduce -32.8% 29,990 $7.9M
Arizona State Retirement System 0.05% Add +0.3% 29,710 $7.8M
Foyston, Gordon & Payne Inc 1.92% Add +41.6% 29,703 $7.8M
Impax Asset Management Group plc 0.03% Reduce -4.9% 29,252 $7.7M
Nomura Asset Management Co. Ltd. 0.03% Add +4.2% 29,175 $7.6M
Brown Advisory Inc. 0.01% Add +61.4% 28,619 $7.5M
Teacher Retirement System of Texas 0.04% Add +23.1% 28,386 $7.4M
State of Michigan Retirement System 0.04% Reduce -0.4% 27,992 $7.3M
MetLife Investment Management, LLC 0.04% Add +11.0% 27,268 $7.1M
AQR Capital Management 0.01% Reduce -18.2% 27,247 $7.1M
Olstein Capital Management, L.P. 1.24% No change 26,500 $6.9M
DORCHESTER WEALTH MANAGEMENT Co 1.33% Reduce -2.9% 26,357 $6.9M
Corebridge Financial, Inc. 0.04% — 26,121 $6.8M
Dakota Wealth Management 0.16% Reduce -0.6% 25,698 $6.7M
Allspring Global Investments Holdings, LLC 0.01% Reduce -3.0% 25,432 $6.7M
Northwest & Ethical Investments L.P. 0.19% Reduce -17.3% 25,283 $6.6M
HRT Financial LP 0.04% Add +780.1% 24,897 $6.5M
NorthCoast Asset Management LLC 0.05% Reduce -1.4% 24,301 $6.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.49% No change 23,751 $6.2M
ProShare Advisors LLC 0.02% Add +4.0% 22,857 $6.0M
Retirement Systems of Alabama 0.02% Reduce -0.3% 22,552 $5.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -0.2% 22,456 $5.9M
Jump Financial, LLC 0.12% Add +57.3% 22,103 $5.8M
Daiwa Securities Group Inc. 0.03% Reduce -4.5% 21,861 $5.7M
Credit Agricole S A 0.04% Add +233.2% 21,756 $5.7M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +110.0% 21,000 $5.5M
Amalgamated Bank 0.05% Reduce -3.2% 20,783 $5.4M
Schroder Investment Management Group 0.01% Reduce -29.9% 20,689 $5.4M
Forsta Ap-Fonden 0.05% Reduce -19.0% 20,500 $5.4M
Huntington National Bank 0.05% Add +0.1% 20,245 $5.3M
Marathon Capital Management 1.34% Reduce -0.6% 19,933 $5.2M
Moran Wealth Management, LLC 0.17% Reduce -0.6% 19,903 $5.2M
Cibc World Markets Corp. 0.03% Reduce -24.4% 19,647 $5.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +59.2% 19,628 $5.1M
AustralianSuper Pty Ltd 0.03% No change 19,490 $5.1M
Czech National Bank 0.06% Add +8.0% 19,483 $5.1M
USS Investment Management Ltd 0.04% Add +2.8% 19,442 $5.1M
Franklin Resources Inc. 0.00% Add +183.6% 19,285 $5.1M
Cooper Investors PTY Ltd. 0.76% New 19,107 $5.0M
QRG Capital Management, Inc. 0.06% Reduce -0.2% 18,742 $4.9M
Handelsbanken Fonder AB 0.02% Reduce -7.9% 18,485 $4.8M
River Global Investors LLP 1.32% Reduce -7.5% 18,299 $4.8M
PGGM Investments 0.07% Reduce -3.1% 18,080 $4.7M
Prudential Financial Inc. 0.01% Reduce -20.9% 18,044 $4.7M
Public Sector Pension Investment Board 0.03% Add +6.9% 17,330 $4.5M
Federation des caisses Desjardins du Quebec 0.02% Add +10.6% 17,207 $4.5M
Timber Creek Capital Management LLC 1.36% Add +1.6% 17,142 $4.5M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.05% — 16,988 $4.5M
Utah Retirement Systems 0.05% Reduce -6.2% 16,796 $4.4M
Swedbank AB 0.01% Reduce -0.2% 16,381 $4.3M
Financial Engines Advisors L.L.C. 0.01% Reduce -1.7% 16,157 $4.2M
New York Life Investment Management LLC 0.04% Add +0.6% 16,067 $4.2M
Baird Financial Group, Inc. 0.01% Add +5.3% 15,933 $4.2M
Sendero Wealth Management, LLC 0.70% Add +3.3% 15,920 $4.2M
Prudential PLC 0.03% Add +81.1% 15,810 $4.1M
Louisbourg Investments Inc. 1.15% Add +2.8% 20,132 $4.1M
LPL Financial LLC 0.00% Add +4.7% 15,351 $4.0M
Mercer Global Advisors Inc. 0.01% Add +1.7% 15,025 $4.0M
Two Sigma Investments, LP 0.01% Add +99.8% 15,161 $4.0M
M&T Bank Corp 0.01% Reduce -72.4% 14,979 $3.9M
KBC Group NV 0.01% Reduce -25.5% 14,871 $3.9M
Heartland Advisors Inc. 0.21% New 14,527 $3.8M
Xponance LLC 0.04% Reduce -10.1% 14,433 $3.8M
Thrivent Financial for Lutherans 0.01% Add +121.5% 14,110 $3.7M
Public Employees Retirement Association of Colorado 0.02% Reduce -3.8% 14,024 $3.7M
AXA S.A. 0.01% Add +10.5% 13,996 $3.7M
Mackenzie Financial Corp. 0.01% Reduce -76.6% 13,994 $3.7M
Yousif Capital Management, LLC 0.04% Reduce -1.9% 13,900 $3.6M
Callahan Advisors, LLC 0.38% Add +11.8% 13,821 $3.6M
Creative Planning 0.00% Add +0.3% 13,147 $3.4M
Capitolis Liquid Global Markets LLC 0.04% No change 13,000 $3.4M
Tudor Investment Corporation 0.04% Add +16.3% 12,944 $3.4M
Mutual of America Capital Management LLC 0.04% Reduce -4.1% 12,894 $3.4M
US Bancorp \de 0.00% Reduce -0.2% 12,858 $3.4M
Murphy Pohlad Asset Management LLC 1.45% No change 12,810 $3.4M
AMG National Trust Bank 0.09% Reduce -0.4% 12,788 $3.4M
Nissay Asset Management Corp. /Japan 0.02% Add +2.0% 12,755 $3.3M
Savant Capital, LLC 0.03% Reduce -1.9% 12,655 $3.3M
Ethic Inc. 0.08% Reduce -0.3% 12,559 $3.3M
Game Creek Capital, LP 1.79% Reduce -9.3% 12,250 $3.2M
Stifel Financial Corp. 0.00% Add +12.7% 11,544 $3.0M
Truist Financial Corp. 0.00% Add +0.9% 11,479 $3.0M
Janus Henderson Group PLC 0.00% Reduce -20.5% 11,411 $3.0M
HighTower Advisors, LLC 0.00% Add +1.2% 11,261 $3.0M
State of Alaska, Department of Revenue 0.03% No change 11,155 $2.9M
Cary Street Partners Investment Advisory LLC 0.12% Add +15.2% 11,076 $2.9M
CIBC Asset Management Inc 0.01% Reduce -6.4% 10,959 $2.9M
Wellington Management Group LLP 0.00% Add +45.1% 10,780 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 10,598 $2.8M
CenterBook Partners LP 0.17% Reduce -19.1% 10,590 $2.8M
PNC Financial Services Group, Inc. 0.00% Reduce -2.7% 10,476 $2.7M
Achmea Investment Management B.V. 0.05% Add +16.3% 10,240 $2.7M
Mariner, LLC 0.01% Reduce -0.1% 10,081 $2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +3.1% 10,007 $2.6M
Great Lakes Advisors, LLC 0.02% Reduce -68.9% 9,777 $2.6M
Wealthfront Advisers LLC 0.01% Add +2.6% 9,764 $2.6M
Tocqueville Asset Management L.P. 0.04% Reduce -1.1% 9,723 $2.5M
Tidal Investments LLC 0.04% Add +25.1% 9,699 $2.5M
Osaic Holdings, Inc. 0.01% Add +6.6% 9,513 $2.5M
Nebula Research & Development LLC 0.40% Add +348.6% 9,492 $2.5M
Walleye Capital LLC 0.03% Reduce -48.5% 9,432 $2.5M
National Bank of Canada 0.00% Reduce -4.3% 9,452 $2.5M
Axq Capital, LP 0.57% Add +54.0% 9,299 $2.4M
Nisa Investment Advisors, LLC 0.01% Reduce -5.1% 9,089 $2.4M
Agf Management Ltd. 0.01% Add +11.4% 9,120 $2.4M
Montag A & Associates Inc. 0.12% Reduce -1.6% 9,010 $2.4M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -0.2% 8,816 $2.3M
Oregon Public Employees Retirement Fund 0.05% No change 8,784 $2.3M
Gulf International Bank (UK) Ltd 0.06% No change 8,746 $2.3M
Markel Group 0.02% No change 8,627 $2.3M
Cornercap Investment Counsel Inc. 0.37% Reduce -2.2% 8,576 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.8% 8,309 $2.2M
Vanguard Personalized Indexing Management, LLC 0.04% Add +12.8% 8,099 $2.1M
Mizuho Securities USA LLC 0.05% New 7,886 $2.1M
Cary Street Partners Asset Management LLC 0.30% Add +2.0% 7,875 $2.1M
Aquatic Capital Management LLC 0.08% Reduce -61.0% 7,840 $2.1M
Brevan Howard Capital Management LP 0.14% Add +166.3% 7,776 $2.0M
Kentucky Retirement Systems 0.06% Reduce -1.1% 7,704 $2.0M
Cetera Investment Advisers 0.00% Add +8.5% 7,691 $2.0M
STRS Ohio 0.01% Add +3.3% 7,685 $2.0M
Neuberger Berman Group LLC 0.00% Reduce -5.3% 7,572 $2.0M
Pacer Advisors, Inc. 0.00% Add +4.5% 7,530 $2.0M
Headlands Technologies LLC 0.21% Reduce -12.0% 7,524 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -4.5% 7,487 $2.0M
Daiichi Life Insurance Co., Ltd. 0.05% No change 7,299 $1.9M
Orion Porfolio Solutions, LLC 0.02% Add +31.2% 7,132 $1.9M
Orion Portfolio Solutions, LLC 0.02% Add +31.2% 7,132 $1.9M
CIBC Private Wealth Group LLC 0.00% Add +0.4% 7,050 $1.8M
FJ Capital Management LLC 0.19% New 6,922 $1.8M
Campbell & CO Investment Adviser LLC 0.15% Add +77.0% 6,888 $1.8M
MBB Public Markets I LLC 0.04% New 6,786 $1.8M
Diversified Trust Co. 0.05% Add +38.4% 6,716 $1.8M
Tower Research Capital LLC (TRC) 0.03% Add +215.8% 6,657 $1.7M
Blair William & Co. 0.01% Add +4.2% 6,595 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -56.3% 6,496 $1.7M
Live Oak Private Wealth LLC 0.29% Add +0.3% 6,519 $1.7M
Ostrum Asset Management 0.14% Reduce -7.2% 6,272 $1.6M
Ameritas Investment Partners, Inc. 0.06% Add +0.1% 6,223 $1.6M
Accretive Wealth Partners, LLC 0.67% Add +0.8% 6,150 $1.6M
Assetmark, Inc. 0.01% Reduce -0.2% 6,149 $1.6M
Mosaic Financial Group, LLC 1.14% No change 6,040 $1.6M
Corient Private Wealth LP 0.00% Add +6.3% 5,999 $1.6M
Stratos Wealth Partners, LTD. 0.03% Add +10.4% 5,959 $1.6M
Wolverine Trading, LLC 0.03% New 5,926 $1.6M
Metis Global Partners, LLC 0.05% Add +3.9% 5,867 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -3.3% 5,800 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -3.3% 5,794 $1.5M
Allianz Asset Management GmbH 0.00% Reduce -51.7% 5,779 $1.5M
Cerity Partners LLC 0.00% Reduce -27.0% 5,760 $1.5M
Crossmark Global Holdings, Inc. 0.03% Reduce -6.1% 5,569 $1.5M
Interval Partners, LP 0.04% Reduce -78.2% 5,394 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -2.0% 5,353 $1.4M
Oliver Luxxe Assets LLC 0.29% Add +3.3% 5,264 $1.4M
New Mexico Educational Retirement Board 0.05% No change 5,200 $1.4M
Cresset Asset Management, LLC 0.01% Add +14.9% 5,108 $1.3M
RBF Capital, LLC 0.08% No change 5,000 $1.3M
LBP Am SA 0.05% Reduce -0.8% 4,924 $1.3M
Atom Investors LP 0.13% New 4,888 $1.3M
Hantz Financial Services, Inc. 0.02% Reduce -5.3% 4,833 $1.3M
Formidable Asset Management, LLC 0.20% Reduce -7.0% 4,810 $1.3M
Ossiam 0.02% Reduce -25.4% 4,720 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +46.3% 4,715 $1.2M
Boston Partners 0.00% No change 4,682 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -20.9% 4,666 $1.2M
Park Avenue Securities LLC 0.01% Add +8.5% 4,553 $1.2M
SRH Advisors, LLC 0.39% No change 4,486 $1.2M
Illinois Municipal Retirement Fund 0.02% No change 4,429 $1.2M
Fifth Third Bancorp 0.00% Add +0.3% 4,365 $1.1M
Vinva Investment Management Ltd 0.06% Reduce -4.0% 4,277 $1.1M
Empowered Funds, LLC 0.02% Reduce -52.8% 4,297 $1.1M
Fox Run Management, L.L.C. 0.21% Reduce -39.3% 4,157 $1.1M
SpiderRock Advisors, LLC 0.03% New 4,038 $1.1M
Hamilton Capital Partners Inc. 0.11% Add +32.1% 4,030 $1.1M
Advisors Capital Management, LLC 0.02% New 4,024 $1.1M
Raymond James Trust N.A. 0.02% Reduce -15.8% 4,004 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +15.2% 4,000 $1.0M
Ieq Capital, LLC 0.01% Add +43.3% 3,989 $1.0M
Commerce Bank 0.01% Add +1.1% 3,987 $1.0M
Swiss Life Asset Management Ltd 0.01% Add +169.5% 3,913 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +49.6% 3,869 $1.0M
Mesirow Financial Investment Management, Inc. 0.02% Add +0.6% 3,848 $1.0M
Hunter Associates Investment Management LLC 0.17% No change 3,810 $997K
Gateway Investment Advisers LLC 0.01% Add +30.1% 3,620 $949K
OMERS ADMINISTRATION Corp 0.01% New 3,580 $938K
Quantinno Capital Management LP 0.02% Add +29.6% 3,573 $937K
Norinchukin Bank, The 0.03% Add +0.9% 3,572 $936K
AlTi Global, Inc. 0.02% Reduce -2.1% 3,471 $913K
LMCG Investments, LLC 0.05% Reduce -3.3% 3,474 $911K
Sanctuary Advisors, LLC 0.01% — 3,566 $895K
NEOS Investment Management LLC 0.04% Add +41.9% 3,374 $884K
Oppenheimer Asset Management Inc. 0.01% Add +1.9% 3,373 $884K
Confluence Investment Management LLC 0.01% Add +1.8% 3,368 $883K
South Dakota Investment Council 0.02% Reduce -0.1% 3,355 $879K
Atria Investments, Inc 0.01% New 3,312 $868K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -2.5% 3,298 $865K
O'shaughnessy Asset Management, LLC 0.01% Add +6.4% 3,268 $857K
HB Wealth Management, LLC 0.01% Add +222.4% 3,250 $852K
Los Angeles Capital Management LLC 0.00% Reduce -49.4% 3,150 $826K
United Asset Strategies, Inc. 0.08% No change 3,121 $818K
iSAM Funds (UK) Ltd 0.61% New 3,104 $814K
Thoroughbred Financial Services, LLC 0.05% Add +38.4% 3,036 $796K
Blueshift Asset Management, LLC 0.27% Add +50.0% 3,028 $794K
Monument Group Wealth Advisors, LLC 0.53% Reduce -18.9% 3,018 $791K
Quantbot Technologies LP 0.04% Reduce -72.0% 3,006 $788K
Busey Bank 0.03% Reduce -18.2% 2,993 $785K
Schechter Investment Advisors, LLC 0.06% Add +18.1% 2,957 $775K
Assenagon Asset Management S.A. 0.00% Add +1.0% 2,908 $762K
Paloma Partners Management Co 0.08% New 2,900 $760K
Pettyjohn, Wood & White, Inc. 0.15% No change 2,880 $755K
Graham Capital Management, L.P. 0.05% Add +4.5% 2,848 $747K
MML Investors Services, LLC 0.00% Reduce -2.9% 2,812 $737K
Ironwood Investment Counsel, LLC 0.13% Reduce -6.8% 2,750 $721K
TD Private Client Wealth LLC 0.02% Reduce -7.1% 2,678 $702K
Clearstead Advisors, LLC 0.01% Add +727.6% 2,574 $675K
Principal Securities, Inc. 0.02% Add +12.2% 2,543 $667K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 2,536 $665K
Legacy Wealth Asset Management, LLC 0.19% Add +0.8% 2,531 $663K
SkyView Investment Advisors, LLC 0.12% Add +0.8% 2,506 $657K
Paradigm Asset Management Co. LLC 0.18% Reduce -16.7% 2,500 $655K
S.E.E.D. Planning Group LLC 0.24% No change 2,499 $655K
First Trust Direct Indexing L.P. 0.04% Add +34.3% 2,483 $651K
Lecap Asset Management Ltd. 0.14% Reduce -83.0% 2,457 $644K
Bleakley Financial Group, LLC 0.02% Reduce -1.6% 2,428 $636K
Simplicity Wealth,LLC 0.01% Reduce -1.3% 2,428 $636K
Exchange Traded Concepts, LLC 0.02% Add +3.8% 2,409 $631K
Intrust Bank NA 0.07% Reduce -3.0% 2,400 $629K
ExodusPoint Capital Management, LP 0.01% New 2,345 $615K
Cwm, LLC 0.00% Add +1.2% 2,329 $611K
Guggenheim Capital LLC 0.00% Reduce -62.4% 2,326 $610K
Stephens Inc. 0.01% No change 2,321 $608K
Gabelli Funds LLC 0.00% No change 2,300 $603K
Investment Management Corp of Ontario 0.02% Add +36.4% 2,250 $590K
Lester Murray Antman dba SimplyRich 0.19% No change 2,235 $585K
3Chopt Investment Partners, LLC 0.18% New 2,209 $581K
Legal Advantage Investments, Inc. 0.33% No change 2,215 $581K
Vident Advisory, LLC 0.02% Add +139.4% 2,200 $577K
Two Sigma Securities, LLC 0.03% Add +132.4% 2,157 $565K
Integrated Wealth Concepts LLC 0.01% Reduce -0.1% 2,124 $557K
Janney Montgomery Scott LLC 0.00% Add +1.7% 2,119 $555K
Vestcor Inc 0.02% No change 2,099 $550K
Walleye Trading LLC 0.01% Reduce -88.4% 2,088 $547K
Banque Cantonale Vaudoise 0.02% Add +184.3% 2,058 $540K
GTS Securities LLC 0.01% New 2,038 $534K
V-Square Quantitative Management LLC 0.09% Reduce -6.2% 2,009 $527K
Dryden Capital, LLC 0.90% New 2,000 $524K
Blue Trust, Inc. 0.01% Add +27.3% 1,881 $517K
Rappaport Reiches Capital Management, LLC 0.15% Add +0.3% 1,920 $503K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +6.9% 1,915 $502K
Kestra Advisory Services, LLC 0.00% Add +6.5% 1,903 $499K
Captrust Financial Advisors 0.00% Reduce -2.6% 1,862 $488K
Dynamic Advisor Solutions LLC 0.02% Add +1.4% 1,846 $484K
Saxon Interests, Inc. 0.23% No change 1,831 $480K
James Hambro & Partners LLP 0.02% No change 1,828 $479K
Washington Capital Management, Inc. 0.40% Reduce -21.7% 1,800 $472K
DHJJ Financial Advisors, Ltd. 0.19% Reduce -0.1% 1,750 $459K
Empower Advisory Group, LLC 0.00% Add +0.2% 1,733 $454K
Choreo, LLC 0.01% New 1,729 $449K
Family Firm, Inc. 0.10% No change 1,704 $447K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.0% 1,692 $444K
DoubleLine ETF Adviser LP 0.12% Reduce -4.2% 1,690 $443K
Rathbones Group PLC 0.00% Reduce -10.7% 1,666 $437K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.8% 1,665 $437K
Pekin Hardy Strauss, Inc. 0.06% Reduce -5.7% 1,651 $433K
Advisory Services Network, LLC 0.01% Add +0.7% 1,624 $426K
Buckingham Strategic Wealth, LLC 0.00% Add +0.4% 1,613 $423K
Scientech Research LLC 0.09% Reduce -38.9% 1,609 $422K
Fielder Capital Group LLC 0.16% New 1,591 $417K
Snowden Capital Advisors LLC 0.01% Add +7.5% 1,567 $412K
First Horizon Advisors, Inc. 0.01% Add +0.1% 1,572 $412K
Brighton Jones LLC 0.01% Add +24.0% 1,570 $412K
Clearbridge Investments, LLC 0.00% Reduce -9.6% 1,563 $410K
Fonville Wealth Management LLC 0.16% Add +0.1% 1,555 $408K
DRW Securities, LLC 0.02% New 1,504 $399K
Cladis Investment Advisory, LLC 0.29% No change 1,510 $396K
Qtron Investments LLC 0.06% No change 1,504 $394K
Epoch Investment Partners, Inc. 0.00% Reduce -4.5% 1,488 $390K
Profund Advisors LLC 0.01% Reduce -2.6% 1,485 $389K
Nomura Holdings Inc. 0.00% Add +80.3% 1,477 $387K
First Manhattan Co. Llc. 0.00% Add +8.2% 1,446 $380K
Riverpoint Wealth Management Holdings, LLC 0.10% Reduce -6.9% 1,436 $376K
Horizon Investments, LLC 0.01% Add +0.3% 1,434 $376K
Kestra Private Wealth Services, LLC 0.01% Add +1.7% 1,430 $375K
Proficio Capital Partners LLC 0.04% Add +0.9% 1,426 $374K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.3% 1,414 $371K
Capital Analysts, LLC 0.02% Add +7.0% 1,407 $369K
DAVENPORT & Co LLC 0.00% Add +1.9% 1,388 $364K
Chicago Partners Investment Group LLC 0.01% Add +0.6% 1,273 $362K
Glenmede Trust Co. NA 0.00% Add +20.8% 1,377 $361K
Fifth Third Wealth Advisors LLC 0.03% New 1,372 $360K
Access Investment Management LLC 0.12% Add +2.2% 1,370 $359K
Sciencast Management LP 0.12% New 1,368 $359K
Raub Brock Capital Management LP 0.08% No change 1,350 $354K
HighPoint Advisor Group LLC 0.02% Add +1.6% 1,230 $350K
Symmetry Partners, LLC 0.02% No change 1,328 $348K
Florida Trust Wealth Management Co 0.01% No change 1,320 $346K
Quadcap Wealth Management, LLC 0.06% New 1,310 $343K
Capstone Investment Advisors, LLC 0.02% New 1,295 $339K
Benjamin F. Edwards & Company, Inc. 0.01% Add +0.9% 1,296 $339K
Numerai GP LLC 0.12% New 1,293 $339K
Lanark Financial, Inc. 0.03% Add +17.1% 1,287 $337K
Callan Family Office, LLC 0.06% New 1,278 $335K
Rockland Trust Co. 0.02% No change 1,266 $332K
EP Wealth Advisors, LLC 0.00% Add +31.3% 1,262 $331K
Alhambra Investment Management LLC 0.18% No change 1,260 $330K
Vontobel Holding Ltd. 0.00% Reduce -15.4% 1,255 $329K
Private Advisor Group, LLC 0.00% Reduce -2.6% 1,253 $329K
Fidelis Capital Partners, LLC 0.05% Add +7.5% 1,186 $327K
Sherbrooke Park Advisers LLC 0.06% New 1,241 $325K
Regions Financial Corp. 0.00% Reduce -15.7% 1,240 $325K
GAMMA Investing LLC 0.04% Add +72.1% 1,227 $322K
Trust Asset Management LLC 0.03% No change 1,227 $322K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.0% 1,225 $321K
Federated Hermes, Inc. 0.00% Reduce -63.9% 1,225 $321K
Mayflower Financial Advisors, LLC 0.05% Reduce -1.1% 1,221 $320K
Lido Advisors, LLC 0.00% Add +2.5% 1,198 $315K
CTC Alternative Strategies, Ltd. 0.13% New 1,198 $314K
Sequoia Financial Advisors, LLC 0.00% Add +4.1% 1,189 $312K
Forum Financial Management, LP 0.01% Add +0.2% 1,150 $301K
United Capital Financial Advisors, LLC 0.00% Add +10.5% 1,130 $296K
Machina Capital S.A.S. 0.13% New 1,113 $292K
Cigna Investments Inc. 0.05% No change 1,100 $289K
ORG Partners LLC 0.04% New 1,112 $288K
Connecticut Wealth Management, LLC 0.01% Add +0.2% 1,100 $288K
D. E. Shaw & Co. 0.00% Reduce -97.3% 1,100 $288K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -3.3% 1,099 $288K
Siemens Fonds Invest GmbH 0.02% Reduce -2.4% 1,098 $288K
Financial Freedom, LLC 0.16% Add +9.5% 1,073 $281K
Cinctive Capital Management LP 0.01% New 1,061 $278K
Caisse de depot et placement du Quebec 0.00% Reduce -5.3% 1,050 $275K
Act Two Investors LLC 0.05% No change 1,029 $270K
Caprock Group, LLC 0.01% Add +16.4% 1,025 $270K
Cohen & Steers, Inc. 0.00% Reduce -2.0% 1,003 $263K
NewEdge Advisors, LLC 0.00% Add +3.9% 997 $261K
Csenge Advisory Group 0.01% Add +3.2% 996 $261K
Garrison Asset Management, LLC 0.14% Add +3.2% 980 $257K
Syon Capital LLC 0.02% Add +1.1% 974 $255K
Seed Wealth Management, Inc. 0.22% Add +14.1% 970 $254K
Townsquare Capital LLC 0.00% Add +15.8% 960 $252K
Brown Brothers Harriman & Co. 0.00% Reduce -36.5% 956 $251K
Vise Technologies, Inc. 0.04% Add +13.9% 953 $250K
William Blair Investment Management, LLC 0.00% No change 943 $247K
Concurrent Investment Advisors, LLC 0.01% New 939 $246K
Cassaday & Co Wealth Management LLC 0.01% Reduce -0.1% 924 $242K
Checchi Capital Advisers, LLC 0.02% Add +1.2% 895 $235K
ZWJ Investment Counsel Inc. 0.01% No change 884 $232K
Keybank National Association 0.00% Add +11.3% 877 $230K
Bessemer Group Inc. 0.00% Add +7.1% 871 $227K
Coldstream Capital Management Inc. 0.01% Add +6.7% 865 $227K
Greenleaf Trust 0.00% No change 843 $221K
Eagle Rock Investment Company, LLC 0.04% No change 841 $220K
Red Door Wealth Management, LLC 0.04% Reduce -0.7% 840 $220K
Citadel Investment Advisory, Inc. 0.12% No change 826 $217K
Harbour Capital Advisors, LLC 0.05% No change 830 $215K
Commerzbank Aktiengesellschaft 0.01% Add +3.3% 818 $215K
Graypoint LLC 0.01% Add +4.7% 820 $215K
Global Retirement Partners, LLC 0.01% Add +7.7% 816 $214K
Rothschild Investment LLC 0.01% Add +3.1% 806 $211K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +0.6% 805 $211K
Laurion Capital Management LP 0.01% New 794 $208K
Round Rock Advisors LLC 0.05% Add +1.2% 769 $202K
Seelaus Asset Management LLC 0.21% New 768 $201K
Goodman Advisory Group, LLC 0.06% New 722 $189K
EverSource Wealth Advisors, LLC 0.01% Add +0.2% 584 $165K
JNBA Financial Advisors 0.02% Reduce -11.5% 575 $151K
Mather Group, Llc. 0.00% Add +7.3% 531 $146K
Westpac Banking Corp. 0.01% New 555 $145K
IFP Advisors, Inc 0.01% Add +683.1% 509 $133K
Allworth Financial LP 0.00% Add +17.2% 498 $131K
Parallel Advisors, LLC 0.00% Add +0.4% 495 $130K
Penserra Capital Management LLC 0.00% Reduce -0.6% 484 $127K
Sentry Investment Management LLC 0.05% Reduce -16.9% 456 $120K
PFS Partners, LLC 0.08% No change 457 $120K
Gilliland Jeter Wealth Management LLC 0.04% No change 450 $118K
UMB Bank, n.a. 0.00% Add +15.3% 445 $117K
Point72 Asia (Singapore) Pte. Ltd. 0.02% Reduce -83.9% 420 $110K
DT Investment Partners, LLC 0.01% Add +68.5% 418 $110K
State of Wyoming 0.02% Add +1.9% 366 $96K
Deseret Mutual Benefit Administrators 0.04% No change 361 $95K
Quarry LP 0.04% Reduce -24.7% 345 $90K
Washington Trust Advisors, Inc. 0.01% No change 336 $88K
MassMutual Private Wealth & Trust, FSB 0.00% Add +33.6% 302 $79K
Quadrant Capital Group LLC 0.01% Reduce -0.7% 301 $79K
Alta Advisers Ltd 0.04% No change 300 $79K
Signaturefd, LLC 0.00% Reduce -57.5% 274 $72K
LRI Investments, LLC 0.01% Add +29.9% 274 $72K
Private Trust Co. NA 0.01% No change 256 $67K
Parkside Financial Bank & Trust 0.01% Reduce -3.5% 247 $65K
CENTRAL TRUST Co 0.00% Reduce -22.6% 243 $64K
Johnson Financial Group, Inc. 0.00% Reduce -2.9% 238 $63K
Gables Capital Management Inc. 0.03% No change 227 $60K
Beacon Capital Management, LLC 0.01% Add +21.1% 212 $56K
New Millennium Group LLC 0.04% New 207 $54K
Farther Finance Advisors, LLC 0.00% Add +14.1% 194 $50K
Capital Advisors, Ltd. LLC 0.01% Add +2.3% 178 $47K
Heritage Wealth Advisors 0.00% No change 154 $40K
Investors Research Corp 0.01% No change 151 $40K
Lindbrook Capital, LLC 0.00% No change 150 $39K
Cromwell Holdings LLC 0.02% — 148 $39K
Smartleaf Asset Management LLC 0.01% Add +125.4% 142 $37K
HHM Wealth Advisors, LLC 0.01% No change 140 $37K
American National Bank & Trust 0.00% New 137 $36K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +42.2% 128 $34K
Janiczek Wealth Management, LLC 0.01% No change 128 $34K
Jones Financial Companies LLLP 0.00% Add +138.5% 124 $33K
CKW Financial Group 0.00% No change 120 $31K
Hexagon Capital Partners LLC 0.01% Reduce -11.4% 117 $31K
Ancora Advisors LLC 0.00% New 110 $29K
AdvisorNet Financial, Inc 0.00% Add +10700.0% 108 $28K
Spire Wealth Management 0.00% Add +40.0% 105 $28K
Richardson Financial Services Inc. 0.02% No change 101 $26K
Farmers & Merchants Investments Inc. 0.00% No change 97 $25K
Harbor Investment Advisory, LLC 0.00% Add +1.1% 94 $25K
Crewe Advisors LLC 0.00% New 90 $24K
Trust Co. of Vermont 0.00% Add +6.0% 89 $23K
Versant Capital Management, Inc 0.01% Add +131.6% 88 $23K
MV Capital Management, Inc. 0.00% Add +4.9% 85 $22K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 80 $21K
Private Wealth Management Group, LLC 0.01% Add +126.7% 68 $18K
Rise Advisors, LLC 0.01% No change 60 $16K
Zions Bancorporation, N.A. 0.00% Add +1.7% 60 $16K
Bell Investment Advisors, Inc 0.00% Add +18.4% 58 $15K
Glen Eagle Advisors, LLC 0.00% No change 56 $15K
Arax Advisory Partners 0.00% Add +920.0% 51 $13K
JFS Wealth Advisors, LLC 0.00% Reduce -1.9% 51 $13K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $13K
Avalon Trust Co 0.00% No change 50 $13K
Covestor Ltd 0.01% Add +2.1% 49 $13K
GW&K Investment Management, LLC 0.00% Add +13.3% 51 $13K
CoreCap Advisors, LLC 0.00% Add +269.2% 48 $13K
Bruce G. Allen Investments, LLC 0.01% No change 47 $12K
Triad Wealth Partners, LLC 0.01% New 46 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +15.4% 45 $12K
Pinnacle Bancorp, Inc. 0.00% No change 44 $12K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 43 $11K
Indiana Trust & Investment Management Co 0.00% New 43 $11K
Aspect Partners, LLC 0.01% No change 42 $11K
Venturi Wealth Management, LLC 0.00% Add +118.8% 35 $9K
Meeder Asset Management Inc. 0.00% Add +9.4% 35 $9K
Manchester Capital Management LLC 0.00% Add +240.0% 34 $9K
Silicon Valley Capital Partners 0.00% No change 33 $9K
Gradient Investments LLC 0.00% Reduce -48.4% 32 $8K
Hobbs Group Advisors, LLC 0.00% — 29 $8K
Fortitude Family Office, LLC 0.00% Add +125.0% 27 $7K
CVA Family Office, LLC 0.00% Add +68.8% 27 $7K
Smithfield Trust Co 0.00% No change 26 $7K
Anfield Capital Management, LLC 0.00% New 26 $7K
Raffa Wealth Management, LLC 0.00% No change 25 $7K
MCF Advisors LLC 0.00% Add +100.0% 24 $6K
Abound Wealth Management 0.00% No change 24 $6K
Fairway Wealth LLC 0.00% New 21 $6K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 21 $6K
Avior Wealth Management, LLC 0.00% Reduce -30.0% 21 $6K
Colonial Trust Co / SC 0.00% No change 20 $5K
WR Wealth Planners, LLC 0.00% No change 20 $5K
Financial Management Professionals, Inc. 0.00% No change 18 $5K
Cullen/Frost Bankers, Inc. 0.00% New 19 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +17.4% 27 $5K
Quent Capital, LLC 0.00% No change 17 $4K
WASHINGTON TRUST Co 0.00% No change 17 $4K
SYSTM Wealth Solutions LLC 0.00% Reduce -99.4% 16 $4K
Northwest Capital Management Inc 0.00% No change 16 $4K
SJS Investment Consulting Inc. 0.00% No change 15 $4K
Sandy Spring Bank 0.00% No change 15 $4K
Continuum Advisory, LLC 0.00% No change 15 $4K
Opal Wealth Advisors, LLC 0.00% No change 13 $3K
Financial Network Wealth Advisors LLC 0.00% New 12 $3K
Strengthening Families & Communities, LLC 0.00% New 10 $3K
Park Place Capital Corp 0.00% No change 11 $3K
Harbour Investments, Inc. 0.00% No change 11 $3K
Balefire, LLC 0.00% Add +25.0% 10 $3K
Semmax Financial Advisors Inc. 0.00% No change 9 $3K
Cornerstone Planning Group LLC 0.00% Add +12.5% 9 $2K
Dunhill Financial, LLC 0.00% No change 9 $2K
RFP Financial Group LLC 0.00% No change 9 $2K
Tompkins Financial Corp. 0.00% No change 9 $2K
Geneos Wealth Management Inc. 0.00% No change 9 $2K
Ashton Thomas Private Wealth, LLC 0.00% New 9 $2K
Wetzel Investment Advisors, Inc. 0.00% No change 8 $2K
Eagle Bay Advisors LLC 0.00% No change 8 $2K
Highline Wealth Partners LLC 0.00% Add +14.3% 8 $2K
SOA Wealth Advisors, LLC. 0.00% No change 8 $2K
Hollencrest Capital Management 0.00% No change 8 $2K
Avion Wealth 0.00% Add +33.3% 8 $2K
Castleview Partners, LLC 0.00% Add +40.0% 7 $2K
Anchor Investment Management, LLC 0.00% No change 7 $2K
Core Alternative Capital 0.00% No change 6 $2K
Laurel Wealth Advisors LLC 0.00% No change 5 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Valued Wealth Advisors LLC 0.00% No change 3 $790
Prestige Wealth Management Group LLC 0.00% Reduce -78.6% 3 $790
Trifecta Capital Advisors, LLC 0.00% No change 3 $787
Raleigh Capital Management Inc. 0.00% No change 3 $786
TD Waterhouse Canada Inc. 0.00% New 3 $782
Nvwm, LLC 0.00% No change 2 $526
Carolinas Wealth Consulting LLC 0.00% No change 2 $525
Bokf, NA 0.00% No change 2 $524
Lynx Investment Advisory 0.00% — 1 $262
WestEnd Advisors, LLC 0.00% New 1 $262
Y.D. More Investments Ltd 0.00% New 54 $38

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