Willis Towers WatsonWTW

13F holders, Q4 2024 (December 31)
708holders +37
73new positions
61sold out
11famous investors
$313.21avg. 13F price*

At the end of Q4 2024, 708 institutions reported holding Willis Towers Watson PLC (WTW) in their 13F filings, up 37 from Q3 2024. 73 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($3.6B), BlackRock, Inc. ($3.1B) and Massachusetts Financial Services Co. ($2.0B). 11 famous investors held it, including Seth Klarman (16.8% of Baupost Group's portfolio), David Abrams (3.6% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions73$226.0M
Exits61$143.7M

All 13F filers, Q3 2024 → Q4 2024: 7,812,389 shares bought and 7,226,457 shares sold, net +585,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 708 holders

Vanguard Group Inc. 0.06% Add +0.1% 11,434,062 $3.6B
BlackRock, Inc. 0.06% Reduce -0.1% 9,864,400 $3.1B
Massachusetts Financial Services Co. 0.64% Reduce -13.7% 6,483,822 $2.0B
First Eagle Investment Management, LLC 3.13% Reduce -13.1% 4,456,930 $1.4B
State Street Corp. 0.05% Add +1.7% 4,360,260 $1.4B
FMR LLC 0.07% Add +52.4% 3,682,939 $1.2B
Harris Associates (Oakmark Funds) 1.83% Reduce -1.6% 3,519,884 $1.1B
Artisan Partners Limited Partnership 1.69% Reduce -0.1% 3,496,104 $1.1B
T. Rowe Price Investment Management, Inc. 0.54% Add +77.5% 2,788,542 $873.5M
Geode Capital Management, LLC 0.06% Add +0.2% 2,635,852 $823.6M
Invesco Ltd. 0.13% Add +14.7% 2,228,497 $698.1M
Victory Capital Management Inc. 0.62% Reduce -1.6% 1,969,936 $617.1M
Baupost Group 16.82% Add +3.1% 1,836,748 $575.3M
Norges Bank 0.06% Add +6.6% 1,545,810 $484.2M
Northern Trust Corp. 0.05% Add +14.3% 1,216,487 $381.1M
Barrow Hanley Mewhinney & Strauss LLC 1.14% Reduce -2.1% 1,069,871 $335.1M
Wellington Management Group LLP 0.06% Add +6676.1% 988,430 $309.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +10.9% 936,390 $293.3M
Burgundy Asset Management Ltd. 2.95% Reduce -9.0% 932,495 $292.1M
Morgan Stanley 0.02% Add +9.5% 921,728 $288.7M
Janus Henderson Group PLC 0.14% Add +6286.4% 862,869 $270.3M
Dimensional Fund Advisors LP 0.06% Add +14.0% 831,925 $260.6M
American Century Companies Inc. 0.13% Reduce -11.6% 744,118 $233.1M
Abrams Capital Management 3.63% No change 720,779 $225.8M
Southpoint Capital Advisors LP 5.14% No change 700,000 $219.3M
Legal & General Group Plc 0.05% Reduce -1.0% 660,229 $206.8M
Charles Schwab Investment Management Inc. 0.03% Add +2.0% 604,686 $189.4M
Bank of New York Mellon Corp 0.03% Reduce -48.7% 598,378 $187.4M
Nuveen Asset Management, LLC 0.05% Reduce -8.0% 588,833 $184.4M
Alliancebernstein L.P. 0.06% Reduce -10.4% 578,861 $181.3M
Amundi 0.06% Add +0.1% 558,746 $175.5M
Caisse de depot et placement du Quebec 0.34% Add +5.2% 526,083 $164.8M
Altrinsic Global Advisors LLC 7.76% Reduce -8.3% 512,093 $160.4M
Clarkston Capital Partners, LLC 3.06% Reduce -2.4% 510,500 $159.9M
Atalan Capital Partners, LP 14.80% Add +90.0% 475,000 $148.8M
California Public Employees Retirement System 0.09% Add +7.2% 451,373 $141.4M
Goldman Sachs Group Inc. 0.03% Add +13.0% 430,780 $134.9M
Capital Research Global Investors 0.03% Add +0.2% 426,226 $133.5M
Deutsche Bank AG 0.05% Add +19.1% 375,675 $117.7M
UBS Group AG 0.03% Add +18.1% 355,216 $111.3M
Brandywine Global Investment Management, LLC 0.73% Reduce -4.6% 320,690 $100.5M
River Road Asset Management, LLC 1.31% Add +9.6% 315,319 $98.8M
Bank of America Corp. 0.01% Reduce -22.6% 300,064 $94.0M
Sound Shore Management Inc 3.07% Reduce -12.6% 297,120 $93.1M
Swiss National Bank 0.06% Reduce -5.4% 286,910 $89.9M
Renaissance Technologies 0.13% Add +77.3% 284,620 $89.2M
Brandes Investment Partners, LP 0.99% Add +5.6% 283,543 $88.8M
Johnson Investment Counsel Inc. 0.86% Add +1.0% 282,330 $88.4M
Sei Investments Co. 0.11% Add +19.3% 274,230 $85.9M
Ceredex Value Advisors LLC 1.68% Reduce -17.5% 266,418 $83.5M
Ameriprise Financial Inc. 0.02% Reduce -59.5% 255,921 $80.2M
Russell Investments Group, Ltd. 0.11% Reduce -17.4% 254,207 $79.6M
Crawford Investment Counsel Inc. 1.42% Reduce -3.8% 252,093 $79.0M
Millennium Management 0.07% Reduce -20.7% 249,256 $78.1M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -1.1% 248,652 $77.9M
JPMorgan Chase & Co. 0.01% Add +25.1% 234,321 $73.4M
BNP Paribas Financial Markets 0.06% Add +24.5% 231,931 $72.7M
Clark Capital Management Group, Inc. 0.49% Add +1.5% 225,667 $70.7M
Adage Capital Partners Gp, L.L.C. 0.12% Reduce -35.2% 224,088 $70.2M
Royal Bank of Canada 0.01% Add +3.3% 216,208 $67.7M
Barclays PLC 0.03% Reduce -25.9% 199,761 $62.6M
Cortland Associates Inc. 6.82% Reduce -1.6% 191,359 $59.9M
Bridgewater Associates 0.27% Add +41.3% 190,723 $59.7M
T. Rowe Price Associates Inc. 0.01% Reduce -7.7% 186,165 $58.3M
Sunriver Management LLC 6.58% Add +0.7% 175,627 $55.0M
Rhumbline Advisers 0.05% Reduce -2.0% 175,082 $54.8M
California State Teachers Retirement System 0.06% Reduce -3.4% 164,461 $51.5M
Prana Capital Management, LP 2.37% Reduce -65.2% 158,598 $49.7M
Natixis Advisors, LLC 0.09% Add +4.9% 155,129 $48.6M
Canoe Financial LP 0.78% New 152,863 $47.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +3.0% 154,339 $47.7M
Bank of Montreal 0.02% Reduce -26.7% 147,557 $46.2M
National Bank of Canada 0.06% Add +1515.0% 146,493 $45.9M
National Pension Service 0.04% Reduce -5.9% 143,487 $44.9M
Cidel Asset Management Inc. 2.90% New 137,160 $43.0M
Thompson Siegel & Walmsley LLC 0.66% Reduce -32.0% 134,138 $42.0M
Raymond James Financial Inc. 0.02% — 132,675 $41.6M
Polen Capital Management LLC 0.11% New 128,586 $40.3M
Rockefeller Capital Management L.P. 0.10% Reduce -41.8% 126,697 $39.7M
CANADA LIFE ASSURANCE Co 0.07% Add +1.3% 123,923 $38.8M
Acadian Asset Management LLC 0.11% Reduce -84.7% 122,410 $38.3M
Principal Financial Group Inc. 0.02% Reduce -4.8% 122,093 $38.2M
Worldquant Millennium Advisors LLC 0.23% Add +33.1% 115,169 $36.1M
New South Capital Management Inc. 1.52% Reduce -1.3% 114,976 $36.0M
Perpetual Ltd 0.41% Reduce -30.1% 112,160 $35.1M
Envestnet Asset Management Inc. 0.01% Add +0.2% 106,958 $33.5M
HSBC Holdings PLC 0.02% Reduce -26.4% 106,254 $33.1M
Federated Hermes, Inc. 0.07% Add +7321.4% 102,786 $32.2M
Qube Research & Technologies Ltd 0.05% Reduce -11.7% 98,605 $30.9M
Macquarie Group Ltd. 0.04% Add +40.8% 100,573 $30.3M
Baron Capital (BAMCO) 0.08% Add +1.1% 96,358 $30.2M
State Board of Administration of Florida Retirement System 0.06% Reduce -3.7% 95,339 $29.9M
Rivermont Capital Management LP 10.78% Add +15.2% 91,384 $28.6M
Bank of Nova Scotia 0.05% Add +75.5% 91,237 $28.6M
Aryeh Capital Management Ltd. 16.72% No change 89,065 $27.9M
Voloridge Investment Management, LLC 0.10% Add +13.9% 88,419 $27.7M
Ensign Peak Advisors, Inc 0.05% Add +31.3% 87,946 $27.5M
Deroy & Devereaux Private Investment Counsel Inc. 1.58% Add +2.8% 87,748 $27.5M
Canada Pension Plan Investment Board 0.03% Add +4.1% 86,474 $27.1M
Pictet Asset Management Holding SA 0.03% Add +21.2% 81,835 $25.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% — 81,359 $25.5M
New York State Teachers Retirement System 0.05% Reduce -5.9% 78,693 $24.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.11% Add +3.5% 77,488 $24.3M
APG Asset Management N.V. 0.07% Add +245.0% 79,000 $23.9M
Intech Investment Management LLC 0.23% Reduce -27.6% 75,653 $23.7M
Man Group plc 0.07% Reduce -53.0% 75,651 $23.7M
CI Investments Inc. 0.09% Reduce -1.0% 73,674 $23.1M
Cooper Investors PTY Ltd. 3.61% Add +5.3% 73,205 $22.9M
Citigroup Inc. 0.02% Reduce -19.2% 72,835 $22.8M
Korea Investment CORP 0.05% Reduce -21.2% 72,465 $22.7M
Westport Asset Management Inc. 10.38% No change 69,234 $21.7M
AMF Tjanstepension AB 0.15% Add +55.4% 68,535 $21.5M
Lansforsakringar Fondforvaltning AB (publ) 0.08% — 67,460 $21.1M
Citadel Advisors 0.02% Reduce -87.7% 67,166 $21.0M
Sone Capital Management, LLC 2.66% — 67,135 $21.0M
New York State Common Retirement Fund 0.03% Reduce -4.7% 62,656 $19.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -7.7% 62,323 $19.5M
Aviva PLC 0.05% Reduce -26.0% 61,382 $19.2M
Storebrand Asset Management As 0.06% Add +10.1% 61,304 $19.2M
Danske Bank A/S 0.06% Add +19.2% 59,533 $18.6M
Lazard Asset Management LLC 0.03% Reduce -7.5% 58,956 $18.5M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -12.9% 57,485 $18.0M
Susquehanna International Group, LLP 0.03% Add +129.1% 57,106 $17.9M
Schroder Investment Management Group 0.02% Add +67.3% 56,851 $17.8M
State of Wisconsin Investment Board 0.05% Reduce -6.4% 56,093 $17.6M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.3% 55,663 $17.4M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -2.9% 52,886 $16.6M
Brown Advisory Inc. 0.02% Add +29.5% 48,185 $15.1M
NFJ Investment Group, LLC 0.48% Reduce -9.7% 47,691 $14.9M
M&G PLC 0.09% Reduce -3.3% 47,366 $14.8M
Gotham Asset Management 0.14% Reduce -16.8% 46,580 $14.6M
Wells Fargo & Company 0.00% Add +28.9% 46,279 $14.5M
AQR Capital Management 0.02% Reduce -20.4% 46,216 $14.5M
TD Asset Management Inc 0.01% Reduce -26.6% 46,148 $14.5M
Royal London Asset Management Ltd. 0.03% Add +4.2% 45,750 $14.3M
Treasurer of the State of North Carolina 0.06% Add +0.1% 45,478 $14.2M
Schonfeld Strategic Advisors LLC 0.09% Add +8.6% 45,397 $14.2M
Alaska Permanent Fund Corp 0.21% No change 45,127 $14.1M
SG Americas Securities, LLC 0.06% Add +239.9% 44,831 $14.0M
Allspring Global Investments Holdings, LLC 0.02% Reduce -65.3% 44,885 $13.9M
First Fiduciary Investment Counsel, Inc. 2.81% Reduce -0.5% 44,187 $13.8M
Gillson Capital LP 1.24% New 43,880 $13.7M
Generate Investment Management Ltd 0.95% New 43,326 $13.6M
State of Tennessee, Department of Treasury 0.05% Reduce -4.2% 42,897 $13.4M
Heartland Advisors Inc. 0.72% Add +27.6% 42,368 $13.3M
Asset Management One Co., Ltd. 0.05% Add +3.3% 41,939 $13.3M
Leeward Investments, LLC - MA 0.65% Reduce -3.2% 41,669 $13.1M
Jane Street Group, LLC 0.02% Add +263.9% 41,111 $12.9M
Mn Services Vermogensbeheer B.V. 0.09% Add +1.8% 40,262 $12.6M
Trexquant Investment LP 0.15% New 39,931 $12.5M
Tribune Investment Group LP 6.84% — 39,000 $12.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -10.0% 38,086 $11.9M
Clearbridge Investments, LLC 0.01% Add +28.3% 37,822 $11.8M
Silvercrest Asset Management Group LLC 0.08% New 37,067 $11.6M
State of New Jersey Common Pension Fund D 0.05% No change 36,119 $11.3M
Nisa Investment Advisors, LLC 0.04% Add +351.2% 35,909 $11.3M
Employees Retirement System of Texas 0.11% No change 35,940 $11.3M
Tidal Investments LLC 0.09% Add +249.2% 35,901 $11.2M
Exencial Wealth Advisors, LLC 0.41% Reduce -33.3% 35,774 $11.2M
Nomura Asset Management Co. Ltd. 0.03% Add +15.3% 35,555 $11.1M
Rafferty Asset Management, LLC 0.04% Add +3.2% 35,543 $11.1M
Aberdeen Group plc 0.02% Reduce -14.6% 35,650 $11.1M
Credit Agricole S A 0.04% Add +51.9% 35,151 $11.0M
KLP Kapitalforvaltning As 0.05% — 34,935 $11.0M
Public Employees Retirement System of Ohio 0.04% Reduce -6.8% 34,598 $10.8M
Chesley Taft & Associates LLC 0.49% No change 33,622 $10.5M
Kingsview Wealth Management, LLC 0.20% Add +7.1% 33,160 $10.4M
Hosking Partners LLP 0.40% Reduce -11.5% 32,809 $10.3M
Handelsbanken Fonder AB 0.04% Add +60.5% 31,251 $9.8M
Taikang Asset Management (Hong Kong) Co Ltd 1.41% Add +179.0% 30,550 $9.6M
DekaBank Deutsche Girozentrale 0.02% No change 30,437 $9.5M
Voya Investment Management LLC 0.01% Reduce -11.4% 30,340 $9.5M
Arizona State Retirement System 0.06% Add +0.7% 29,483 $9.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +86.6% 29,088 $9.1M
Concentric Capital Strategies, LP 0.57% Add +238.4% 28,797 $9.0M
Northwest & Ethical Investments L.P. 0.24% Reduce -1.7% 28,294 $8.9M
State of Michigan Retirement System 0.04% Reduce -1.4% 27,292 $8.5M
Forsta Ap-Fonden 0.06% Add +14.5% 26,800 $8.4M
MetLife Investment Management, LLC 0.05% Add +0.9% 26,660 $8.4M
Public Sector Pension Investment Board 0.03% Add +48.1% 26,111 $8.2M
LPL Financial LLC 0.00% Add +54.5% 25,951 $8.1M
Dakota Wealth Management 0.18% Reduce -2.0% 25,124 $7.9M
Corebridge Financial, Inc. 0.04% Reduce -2.2% 24,655 $7.7M
Daiwa Securities Group Inc. 0.03% Reduce -2.3% 24,183 $7.6M
Prudential Financial Inc. 0.01% Reduce -31.0% 24,069 $7.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.53% No change 24,039 $7.5M
AXA S.A. 0.02% Add +45.3% 23,976 $7.5M
Impax Asset Management Group plc 0.03% Reduce -8.4% 23,867 $7.5M
Franklin Resources Inc. 0.00% Reduce -4.5% 23,190 $7.3M
NorthCoast Asset Management LLC 0.03% Reduce -2.3% 21,851 $6.8M
Czech National Bank 0.06% Add +5.6% 21,840 $6.8M
Retirement Systems of Alabama 0.03% Reduce -1.9% 21,808 $6.8M
Jag Capital Management, LLC 0.95% New 21,713 $6.8M
ProShare Advisors LLC 0.02% Reduce -50.3% 21,594 $6.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -3.1% 21,417 $6.7M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -49.3% 20,853 $6.5M
Olstein Capital Management, L.P. 1.13% Reduce -21.1% 20,500 $6.4M
Huntington National Bank 0.06% Add +0.7% 20,430 $6.4M
Daiichi Life Insurance Co., Ltd. 0.18% Reduce -1.5% 20,421 $6.4M
Federation des caisses Desjardins du Quebec 0.03% Add +19.8% 20,124 $6.3M
Hudson Bay Capital Management LP 0.05% Reduce -60.0% 20,005 $6.3M
Marathon Capital Management 1.56% Reduce -1.0% 19,733 $6.2M
Prudential PLC 0.03% Add +48.1% 19,671 $6.2M
Amalgamated Bank 0.05% Reduce -2.0% 19,595 $6.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +14.0% 19,446 $6.1M
Timber Creek Capital Management LLC 1.73% Add +0.2% 19,131 $6.0M
Moran Wealth Management, LLC 0.19% Add +0.1% 19,113 $6.0M
Lighthouse Investment Partners, LLC 0.23% New 18,939 $5.9M
DNB Asset Management AS 0.03% Add +1.9% 18,534 $5.8M
PGGM Investments 0.08% No change 18,080 $5.7M
Sendero Wealth Management, LLC 0.82% Add +4.5% 17,549 $5.5M
KBC Group NV 0.02% Add +5.2% 17,438 $5.5M
Nordea Investment Management AB 0.01% Reduce -50.7% 17,411 $5.4M
Stifel Financial Corp. 0.01% Add +24.9% 16,949 $5.3M
Cerity Partners LLC 0.01% Add +2.7% 17,173 $5.3M
Mariner, LLC 0.01% Reduce -5.1% 16,926 $5.3M
Utah Retirement Systems 0.06% Reduce -1.5% 16,695 $5.2M
Swedbank AB 0.01% No change 16,381 $5.1M
Headlands Technologies LLC 0.51% Add +524.9% 16,360 $5.1M
USS Investment Management Ltd 0.04% Reduce -17.2% 16,125 $5.1M
Yousif Capital Management, LLC 0.06% Add +17.4% 15,951 $5.0M
Cibc World Markets Corp. 0.03% Reduce -19.3% 15,916 $5.0M
Foyston, Gordon & Payne Inc 1.31% Reduce -39.5% 15,788 $4.9M
Financial Engines Advisors L.L.C. 0.01% Reduce -6.1% 15,697 $4.9M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -52.6% 15,490 $4.9M
HRT Financial LP 0.02% Reduce -53.2% 15,222 $4.8M
Mackenzie Financial Corp. 0.01% Add +5.2% 15,113 $4.7M
New York Life Investment Management LLC 0.05% Reduce -0.5% 15,074 $4.7M
Callahan Advisors, LLC 0.43% Add +2.5% 14,744 $4.6M
Police & Firemen's Retirement System of New Jersey 0.04% — 14,651 $4.6M
Xponance LLC 0.04% Reduce -2.1% 14,350 $4.5M
River Global Investors LLP 0.85% Reduce -26.5% 13,912 $4.4M
Pacer Advisors, Inc. 0.01% Add +83.5% 13,811 $4.3M
Ethic Inc. 0.09% Add +9.6% 13,798 $4.3M
Wealthfront Advisers LLC 0.01% Add +12.5% 13,783 $4.3M
Game Creek Capital, LP 2.28% Add +6.0% 13,250 $4.2M
Panagora Asset Management Inc. 0.02% Add +179.5% 13,039 $4.1M
Nissay Asset Management Corp. /Japan 0.02% Reduce -4.0% 12,560 $4.0M
AMG National Trust Bank 0.11% Reduce -0.2% 12,607 $3.9M
US Bancorp \de 0.01% Reduce -3.8% 12,534 $3.9M
Creative Planning 0.00% Reduce -7.0% 12,528 $3.9M
Murphy Pohlad Asset Management LLC 1.69% No change 12,510 $3.9M
Pinnbrook Capital Management LP 1.37% New 12,498 $3.9M
Investment Management Corp of Ontario 0.13% Reduce -53.8% 12,411 $3.9M
Savant Capital, LLC 0.03% Reduce -0.5% 12,401 $3.9M
CIBC Asset Management Inc 0.01% Add +3.4% 12,328 $3.9M
Mutual of America Capital Management LLC 0.04% Reduce -3.5% 12,066 $3.8M
Swiss Life Asset Management Ltd 0.03% Add +52.6% 11,840 $3.7M
Louisbourg Investments Inc. 0.96% Reduce -13.5% 15,491 $3.7M
PNC Financial Services Group, Inc. 0.00% Add +0.9% 11,512 $3.6M
State of Alaska, Department of Revenue 0.04% Reduce -2.7% 11,485 $3.6M
M&T Bank Corp 0.01% Reduce -15.5% 11,324 $3.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +2.3% 11,285 $3.5M
HighTower Advisors, LLC 0.00% Add +1.6% 11,187 $3.5M
First Trust Advisors LP 0.00% Add +337.8% 10,766 $3.4M
Interval Partners, LP 0.09% Reduce -54.0% 10,650 $3.3M
Cary Street Partners Financial LLC 0.11% — 10,607 $3.3M
Truist Financial Corp. 0.01% Reduce -4.9% 10,575 $3.3M
Cetera Investment Advisers 0.01% Add +22.9% 10,507 $3.3M
Two Sigma Investments, LP 0.01% Add +0.1% 10,414 $3.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +20.7% 10,324 $3.3M
Cinctive Capital Management LP 0.18% New 10,396 $3.3M
Point72 Europe (London) LLP 0.19% Add +28.8% 10,300 $3.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.2% 10,236 $3.2M
Vanguard Personalized Indexing Management, LLC 0.05% Add +8.8% 10,130 $3.2M
Elo Mutual Pension Insurance Co 0.07% New 10,120 $3.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +5.3% 9,868 $3.1M
Allianz Asset Management GmbH 0.00% Reduce -46.4% 9,788 $3.1M
Tocqueville Asset Management L.P. 0.05% No change 9,673 $3.0M
Baird Financial Group, Inc. 0.01% Reduce -40.7% 9,661 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +22.5% 9,659 $3.0M
Orion Portfolio Solutions, LLC 0.03% Add +22.5% 9,659 $3.0M
Quadrature Capital Ltd 0.06% New 9,654 $3.0M
Mizuho Securities USA LLC 0.05% Add +45.0% 9,546 $3.0M
Osaic Holdings, Inc. 0.01% Add +17.4% 11,310 $3.0M
Commonwealth Equity Services, LLC 0.00% Add +96.8% 9,244 $2.9M
Montag A & Associates Inc. 0.13% No change 8,988 $2.8M
FJ Capital Management LLC 0.32% Reduce -22.6% 8,829 $2.8M
Hantz Financial Services, Inc. 0.05% Add +19253.3% 8,709 $2.7M
Markel Group 0.02% No change 8,627 $2.7M
Oregon Public Employees Retirement Fund 0.05% Reduce -0.8% 8,614 $2.7M
Agf Management Ltd. 0.01% Reduce -18.2% 8,478 $2.7M
Gulf International Bank (UK) Ltd 0.07% Reduce -1.0% 8,318 $2.6M
QRG Capital Management, Inc. 0.03% Reduce -59.5% 8,033 $2.5M
Mercer Global Advisors Inc. 0.01% Reduce -49.8% 7,996 $2.5M
Voleon Capital Management LP 0.18% — 7,851 $2.5M
Pathstone Holdings, LLC 0.01% Add +0.4% 7,789 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -3.3% 7,515 $2.4M
Neuberger Berman Group LLC 0.00% Reduce -2.7% 7,241 $2.3M
Robeco Institutional Asset Management B.V. 0.00% Reduce -93.5% 7,124 $2.2M
Stratos Wealth Partners, LTD. 0.03% Add +22.2% 7,098 $2.2M
Tower Research Capital LLC (TRC) 0.04% Add +5.6% 7,035 $2.2M
Kentucky Retirement Systems 0.06% Reduce -1.4% 6,979 $2.2M
Ossiam 0.04% Add +10.0% 6,974 $2.2M
Illinois Municipal Retirement Fund 0.03% Add +55.8% 6,902 $2.2M
Townsquare Capital LLC 0.02% Add +337.8% 6,869 $2.2M
Magnetar Financial LLC 0.06% Reduce -25.1% 6,849 $2.1M
CIBC Private Wealth Group LLC 0.00% Reduce -4.9% 6,809 $2.1M
Engineers Gate Manager LP 0.04% Add +290.4% 6,813 $2.1M
Groupama Asset Managment 0.04% New 6,631 $2.1M
Blair William & Co. 0.01% Reduce -0.7% 6,629 $2.1M
Thrivent Financial for Lutherans 0.00% Reduce -54.4% 6,490 $2.0M
Assetmark, Inc. 0.01% Add +4.3% 6,488 $2.0M
Live Oak Private Wealth LLC 0.34% Reduce -1.9% 6,417 $2.0M
Park Avenue Securities LLC 0.02% Add +15.0% 6,273 $2.0M
Metis Global Partners, LLC 0.06% Add +3.7% 6,247 $2.0M
Sterling Capital Management LLC 0.03% Add +51.5% 6,161 $1.9M
Corient Private Wealth LP 0.00% Reduce -19.0% 6,100 $1.9M
Ostrum Asset Management 0.17% Reduce -4.0% 6,099 $1.9M
Accretive Wealth Partners, LLC 0.79% Reduce -0.8% 5,966 $1.9M
Caitlin John, LLC 1.26% Add +3.0% 5,941 $1.9M
XTX Topco Ltd 0.15% Reduce -35.4% 5,877 $1.8M
Diversified Trust Co. 0.04% Reduce -13.9% 5,787 $1.8M
Ameritas Investment Partners, Inc. 0.06% Reduce -1.0% 5,787 $1.8M
Quantinno Capital Management LP 0.02% Add +34.5% 5,728 $1.8M
Plato Investment Management Ltd 0.13% Reduce -44.1% 5,660 $1.8M
Paradigm Asset Management Co. LLC 0.47% Add +120.0% 5,500 $1.7M
NEOS Investment Management LLC 0.04% Add +29.7% 5,429 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -5.3% 5,400 $1.7M
Securian Asset Management, Inc. 0.05% Reduce -4.2% 5,361 $1.7M
BTG Pactual Asset Management US LLC 0.21% Add +28.6% 5,300 $1.7M
OneDigital Investment Advisors LLC 0.02% Reduce -20.5% 5,281 $1.7M
Atom Investors LP 0.21% Reduce -34.2% 5,275 $1.7M
Ieq Capital, LLC 0.02% Add +2.3% 5,223 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.6% 5,196 $1.6M
Capitolis Liquid Global Markets LLC 0.02% Reduce -46.9% 5,100 $1.6M
RBF Capital, LLC 0.08% No change 5,000 $1.6M
Oliver Luxxe Assets LLC 0.28% No change 5,249 $1.5M
Cornercap Investment Counsel Inc. 0.49% Reduce -3.8% 4,906 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Add +23.1% 4,894 $1.5M
New Mexico Educational Retirement Board 0.05% Reduce -4.0% 4,800 $1.5M
Boston Partners 0.00% No change 4,682 $1.5M
Balyasny Asset Management L.P. 0.00% Reduce -96.7% 4,632 $1.5M
SRH Advisors, LLC 0.42% No change 4,486 $1.4M
Williamson Legacy Group, LLC 0.93% Add +45.8% 4,463 $1.4M
EP Wealth Advisors, LLC 0.01% Reduce -3.9% 4,456 $1.4M
Fifth Third Bancorp 0.01% Reduce -1.8% 4,370 $1.4M
Sanctuary Advisors, LLC 0.01% Add +2.7% 4,135 $1.4M
Norinchukin Bank, The 0.03% Add +5.5% 4,301 $1.3M
OMERS ADMINISTRATION Corp 0.01% Reduce -18.5% 4,301 $1.3M
Commerce Bank 0.01% Reduce -0.0% 4,294 $1.3M
Sheets Smith Investment Management 1.12% — 4,203 $1.3M
Advisors Capital Management, LLC 0.02% Add +0.3% 4,021 $1.3M
Squarepoint Ops LLC 0.00% Reduce -89.6% 4,019 $1.3M
Hamilton Capital Partners Inc. 0.09% Add +0.7% 3,979 $1.2M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -50.0% 3,951 $1.2M
Wbi Investments, LLC 0.31% New 3,926 $1.2M
Glenmede Trust Co. NA 0.01% Add +174.0% 3,888 $1.2M
Hunter Associates Investment Management LLC 0.18% Add +0.5% 3,830 $1.2M
Vinva Investment Management Ltd 0.04% Reduce -23.0% 3,708 $1.2M
Formidable Asset Management, LLC 0.19% Reduce -8.6% 3,685 $1.2M
Assenagon Asset Management S.A. 0.00% Add +12.2% 3,672 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +157.2% 3,601 $1.1M
LMCG Investments, LLC 0.07% Reduce -2.3% 3,395 $1.1M
Principal Securities, Inc. 0.02% Reduce -12.4% 3,361 $1.1M
South Dakota Investment Council 0.02% No change 3,355 $1.1M
Callan Family Office, LLC 0.07% Add +160.9% 3,352 $1.1M
Nomura Holdings Inc. 0.01% New 3,321 $1.0M
Confluence Investment Management LLC 0.01% Add +0.2% 3,308 $1.0M
AlTi Global, Inc. 0.02% Add +0.0% 3,273 $1.0M
MML Investors Services, LLC 0.00% Add +4.6% 3,238 $1.0M
Allstate Corp. 0.03% New 3,219 $1.0M
Vontobel Holding Ltd. 0.00% Add +144.5% 3,203 $1.0M
Praxis Investment Management Inc. 0.06% New 3,170 $993K
Cwm, LLC 0.00% Add +5.1% 3,096 $970K
First Hawaiian Bank 0.03% New 3,050 $955K
HB Wealth Management, LLC 0.01% Add +4.5% 3,043 $953K
Exchange Traded Concepts, LLC 0.02% Add +11.8% 2,979 $933K
Thoroughbred Financial Services, LLC 0.06% Add +0.0% 2,979 $933K
44 Wealth Management LLC 0.35% Reduce -7.0% 2,911 $912K
Pettyjohn, Wood & White, Inc. 0.17% No change 2,880 $902K
Neville Rodie & Shaw Inc. 0.06% New 2,832 $887K
Intact Investment Management Inc. 0.03% Reduce -11.1% 2,800 $877K
Atria Investments, Inc 0.01% Reduce -8.8% 2,786 $873K
CenterBook Partners LP 0.05% Reduce -29.5% 2,769 $867K
Nicholas Investment Partners, LP 0.08% No change 2,700 $846K
Crossmark Global Holdings, Inc. 0.02% Reduce -45.9% 2,679 $839K
TD Private Client Wealth LLC 0.02% Reduce -1.3% 2,653 $831K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 2,626 $823K
Intrust Bank NA 0.08% Add +6.7% 2,619 $820K
Ironwood Investment Counsel, LLC 0.14% Reduce -2.3% 2,609 $817K
Qtron Investments LLC 0.11% Reduce -25.0% 2,590 $811K
Bleakley Financial Group, LLC 0.02% Add +4.6% 2,589 $811K
Clearstead Advisors, LLC 0.01% Reduce -0.2% 2,573 $806K
Machina Capital S.A.S. 0.34% New 2,560 $802K
Legacy Wealth Asset Management, LLC 0.21% Reduce -1.3% 2,490 $780K
Janney Montgomery Scott LLC 0.00% Add +2.9% 2,487 $779K
GAMMA Investing LLC 0.07% Add +24.1% 2,482 $777K
Chapman Financial Group, LLC 0.62% — 2,452 $777K
Guggenheim Capital LLC 0.01% Add +13.6% 2,471 $774K
S.E.E.D. Planning Group LLC 0.26% No change 2,463 $772K
Evelyn Partners Investment Management LLP 0.02% — 2,412 $756K
NewEdge Advisors, LLC 0.00% Add +143.0% 2,406 $754K
Gabelli Funds LLC 0.01% No change 2,300 $720K
Harvest Fund Management Co., Ltd 0.03% New 2,299 $720K
Gateway Investment Advisers LLC 0.01% Reduce -37.3% 2,257 $707K
Captrust Financial Advisors 0.00% Add +25.1% 2,242 $702K
Legal Advantage Investments, Inc. 0.37% No change 2,215 $694K
Snowden Capital Advisors LLC 0.02% Add +34.9% 2,202 $692K
First Manhattan Co. Llc. 0.00% Add +52.2% 2,201 $691K
Oppenheimer Asset Management Inc. 0.01% Reduce -4.2% 2,204 $690K
Busey Bank 0.02% Reduce -14.3% 2,147 $673K
Walleye Trading LLC 0.01% New 2,139 $670K
Kestra Advisory Services, LLC 0.00% Add +5.0% 2,108 $660K
V-Square Quantitative Management LLC 0.09% Reduce -2.4% 2,105 $659K
Vestcor Inc 0.02% Reduce -0.1% 2,096 $657K
Lester Murray Antman dba SimplyRich 0.19% No change 2,082 $652K
Empowered Funds, LLC 0.01% Reduce -53.5% 2,053 $643K
Capstone Investment Advisors, LLC 0.01% Reduce -4.5% 2,050 $642K
Brueske Advisory Services, LLC 0.56% — 2,022 $633K
Integrated Wealth Concepts LLC 0.01% Add +0.6% 2,018 $632K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +2.4% 2,013 $631K
Board of the Pension Protection Fund 0.72% — 2,000 $626K
Focus Partners Wealth 0.00% Add +30.2% 1,984 $621K
Dynamic Advisor Solutions LLC 0.03% Add +2.6% 1,983 $621K
GTS Securities LLC 0.03% Add +74.0% 1,951 $611K
Rappaport Reiches Capital Management, LLC 0.16% Add +0.1% 1,922 $602K
United Asset Strategies, Inc. 0.06% Reduce -23.8% 1,921 $602K
Steward Partners Investment Advisory, LLC 0.01% Add +11.7% 1,898 $595K
Alyeska Investment Group, L.P. 0.00% Reduce -98.9% 1,887 $591K
Saxon Interests, Inc. 0.25% No change 1,831 $574K
Washington Capital Management, Inc. 0.45% No change 1,800 $564K
Sheets Smith Wealth Management 0.07% Add +42.6% 1,790 $561K
Monument Group Wealth Advisors, LLC 0.40% Reduce -24.7% 1,783 $559K
DHJJ Financial Advisors, Ltd. 0.21% No change 1,750 $548K
Envestnet Portfolio Solutions, Inc. 0.00% Add +7.0% 1,746 $547K
Empower Advisory Group, LLC 0.00% Add +1.4% 1,743 $546K
James Hambro & Partners LLP 0.02% No change 1,678 $526K
Teacher Retirement System of Texas 0.00% Reduce -98.1% 1,665 $522K
Rathbones Group PLC 0.00% No change 1,666 $522K
Stephens Inc. 0.01% Reduce -20.3% 1,663 $521K
Blue Trust, Inc. 0.01% Reduce -29.9% 1,650 $517K
Choreo, LLC 0.01% Reduce -6.1% 1,626 $510K
Pekin Hardy Strauss, Inc. 0.06% No change 1,613 $505K
First Horizon Advisors, Inc. 0.01% Add +0.3% 1,586 $497K
Evanson Asset Management, LLC 0.03% Reduce -12.7% 1,576 $494K
Causeway Capital Management LLC 0.01% New 1,563 $490K
Fonville Wealth Management LLC 0.16% No change 1,555 $487K
Quarry LP 0.10% Reduce -20.7% 1,539 $482K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.2% 1,539 $482K
Cladis Investment Advisory, LLC 0.34% No change 1,510 $473K
Mufg Securities Americas Inc. 0.06% — 1,487 $466K
Profund Advisors LLC 0.02% Reduce -11.7% 1,481 $464K
Family Firm, Inc. 0.10% Reduce -13.4% 1,476 $462K
Harbour Capital Advisors, LLC 0.10% Reduce -7.4% 1,495 $462K
Benjamin Edwards Inc. 0.01% Add +5.1% 1,475 $462K
Caprock Group, LLC 0.01% Add +16.4% 1,464 $460K
Proficio Capital Partners LLC 0.04% Add +8.8% 1,463 $458K
Riverpoint Wealth Management Holdings, LLC 0.12% No change 1,436 $450K
Avantra Family Wealth, Inc. 0.41% — 1,410 $442K
Cresset Asset Management, LLC 0.00% Reduce -74.1% 1,406 $442K
Fielder Capital Group LLC 0.14% Reduce -3.3% 1,408 $441K
Vident Advisory, LLC 0.01% Add +2.8% 1,405 $440K
Horizon Investments, LLC 0.01% Add +0.8% 1,388 $435K
Capital Analysts, LLC 0.02% Reduce -0.5% 1,385 $434K
DAVENPORT & Co LLC 0.00% No change 1,385 $434K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.3% 1,372 $430K
Kestra Private Wealth Services, LLC 0.01% Add +1.3% 1,372 $430K
Brighton Jones LLC 0.01% Add +4.7% 1,368 $429K
HighPoint Advisor Group LLC 0.02% Add +0.2% 1,329 $424K
Lido Advisors, LLC 0.00% Add +4.2% 1,347 $423K
Raub Brock Capital Management LP 0.09% No change 1,350 $423K
Numerai GP LLC 0.12% Add +71.5% 1,341 $420K
Fidelis Capital Partners, LLC 0.04% Add +0.4% 1,228 $406K
Scientech Research LLC 0.11% New 1,294 $405K
Global Retirement Partners, LLC 0.01% Add +36.4% 1,273 $399K
Brown Brothers Harriman & Co. 0.00% Add +29.2% 1,270 $398K
Rockland Trust Co. 0.02% No change 1,266 $397K
Alhambra Investment Management LLC 0.20% No change 1,260 $395K
Trust Asset Management LLC 0.03% No change 1,227 $384K
Fifth Third Wealth Advisors LLC 0.02% Reduce -1.2% 1,221 $382K
Vise Technologies, Inc. 0.03% Add +20.3% 1,220 $382K
Florida Trust Wealth Management Co 0.01% Reduce -9.1% 1,200 $376K
Forum Financial Management, LP 0.01% Add +3.8% 1,197 $375K
Chicago Partners Investment Group LLC 0.01% Reduce -5.3% 1,190 $374K
Optimize Financial Inc. 0.27% — 1,149 $360K
Mayflower Financial Advisors, LLC 0.05% Add +1.2% 1,136 $356K
MAI Capital Management 0.00% New 1,135 $356K
Concurrent Investment Advisors, LLC 0.01% Add +4.7% 1,117 $350K
ORG Partners LLC 0.05% No change 1,112 $348K
Coldstream Capital Management Inc. 0.01% Add +9.0% 1,104 $346K
Siemens Fonds Invest GmbH 0.04% No change 1,098 $344K
Syon Capital LLC 0.03% Add +8.6% 1,079 $338K
Connecticut Wealth Management, LLC 0.02% Reduce -1.2% 1,069 $335K
World Investment Advisors 0.01% New 1,063 $333K
Cigna Investments Inc. 0.06% No change 1,045 $328K
Keybank National Association 0.00% Add +14.2% 1,044 $327K
Centiva Capital, LP 0.01% Reduce -37.4% 1,042 $326K
Schechter Investment Advisors, LLC 0.03% Add +2.0% 1,040 $326K
Act Two Investors LLC 0.06% No change 1,029 $322K
Westpac Banking Corp. 0.02% Add +106.8% 1,026 $321K
Cohen & Steers, Inc. 0.00% Reduce -12.4% 1,022 $320K
Gibbs Wealth Management 0.09% New 1,021 $320K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -3.8% 981 $307K
Csenge Advisory Group 0.02% Reduce -13.2% 976 $306K
Seed Wealth Management, Inc. 0.25% No change 970 $304K
Waverly Advisors, LLC 0.00% New 965 $302K
Alliance Wealth Advisors, LLC 0.08% New 955 $299K
DRW Securities, LLC 0.02% Reduce -79.4% 948 $297K
Wedmont Private Capital 0.02% Add +16.4% 942 $295K
Cassaday & Co Wealth Management LLC 0.01% No change 922 $289K
Sage Mountain Advisors LLC 0.02% Add +26.4% 905 $283K
Private Advisor Group, LLC 0.00% Reduce -24.8% 902 $282K
Graypoint LLC 0.02% Reduce -0.2% 897 $281K
Bessemer Group Inc. 0.00% Reduce -0.3% 891 $279K
Financial Freedom, LLC 0.15% Reduce -17.6% 888 $278K
Checchi Capital Advisers, LLC 0.02% Reduce -0.6% 886 $278K
Greenleaf Trust 0.00% Add +1.3% 854 $268K
Jump Financial, LLC 0.01% Reduce -89.5% 843 $264K
Summit Trail Advisors, LLC 0.01% New 840 $264K
Eagle Rock Investment Company, LLC 0.04% No change 841 $263K
Red Door Wealth Management, LLC 0.04% No change 840 $263K
Atria Wealth Solutions, Inc. 0.00% New 840 $263K
Portside Wealth Group, LLC 0.04% New 837 $262K
Citadel Investment Advisory, Inc. 0.13% No change 826 $259K
Rothschild Investment LLC 0.02% No change 807 $253K
Resonant Capital Advisors, LLC 0.02% Add +2.2% 804 $253K
William Blair Investment Management, LLC 0.00% No change 799 $250K
Advisory Services Network, LLC 0.00% Reduce -51.0% 796 $249K
CX Institutional 0.01% Add +8.2% 795 $249K
Aster Capital Management (DIFC) Ltd 0.09% New 786 $246K
United Capital Financial Advisors, LLC 0.00% Reduce -36.0% 784 $246K
Longboard Asset Management, LP 0.65% — 782 $245K
Quadcap Wealth Management, LLC 0.04% Reduce -3.4% 765 $240K
Modera Wealth Management, LLC 0.00% Add +2.0% 761 $238K
iSAM Funds (UK) Ltd 0.18% New 760 $238K
Commerzbank Aktiengesellschaft 0.01% New 750 $235K
Penserra Capital Management LLC 0.00% Add +49.7% 732 $228K
Stonegate Investment Group, LLC 0.01% New 723 $226K
First Citizens Bank & Trust Co. 0.00% New 721 $226K
Wakefield Asset Management LLLP 0.08% New 720 $226K
Avantax Advisory Services, Inc. 0.00% New 717 $225K
Martingale Asset Management L P 0.01% No change 704 $221K
&partners 0.00% Reduce -15.9% 711 $220K
Trust Investment Advisors 0.14% New 697 $218K
Scheer, Rowlett & Associates Investment Management Ltd. 0.02% No change 693 $217K
Tectonic Advisors LLC 0.01% New 687 $215K
Mather Group, Llc. 0.00% Add +11.2% 676 $212K
Walleye Capital LLC 0.00% Reduce -83.7% 669 $210K
Anchor Capital Advisors LLC 0.01% New 660 $207K
Meeder Advisory Services, Inc. 0.01% New 652 $204K
Howard Capital Management, LLC 0.00% New 646 $202K
Crestline Management, L.P. 0.01% New 645 $202K
Dorsey & Whitney Trust CO LLC 0.01% New 642 $201K
Triangle Securities Wealth Management 0.05% New 640 $200K
Ancora Advisors LLC 0.00% Add +94.3% 585 $183K
Transamerica Financial Advisors, LLC 0.02% Reduce -7.3% 567 $178K
Brooklyn Investment Group 0.05% Reduce -0.7% 554 $173K
Parallel Advisors, LLC 0.00% Add +3.4% 522 $164K
UMB Bank, n.a. 0.00% Add +10.4% 520 $163K
Jones Financial Companies LLLP 0.00% Add +29.7% 520 $163K
IFP Advisors, Inc 0.01% Reduce -2.4% 497 $158K
JNBA Financial Advisors 0.02% No change 500 $157K
EverSource Wealth Advisors, LLC 0.01% Add +1.5% 462 $145K
Allworth Financial LP 0.00% Add +22.6% 450 $144K
Smartleaf Asset Management LLC 0.01% Add +33.4% 455 $143K
PFS Partners, LLC 0.07% Reduce -12.5% 400 $125K
Sentry Investment Management LLC 0.06% Reduce -14.0% 392 $123K
Lee Danner & Bass Inc. 0.01% New 365 $114K
MassMutual Private Wealth & Trust, FSB 0.00% Add +12.7% 337 $106K
Washington Trust Advisors, Inc. 0.01% No change 336 $105K
Farther Finance Advisors, LLC 0.00% Add +36.7% 324 $102K
Deseret Mutual Benefit Administrators 0.05% Reduce -7.8% 321 $101K
Quadrant Capital Group LLC 0.01% Reduce -1.3% 296 $93K
DT Investment Partners, LLC 0.01% Reduce -37.7% 281 $88K
Bayforest Capital Ltd 0.11% — 278 $87K
Private Trust Co. NA 0.01% Add +6.6% 273 $86K
Parkside Financial Bank & Trust 0.01% No change 245 $77K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 244 $76K
LRI Investments, LLC 0.01% No change 235 $74K
Golden State Wealth Management, LLC 0.01% — 230 $72K
Gables Capital Management Inc. 0.03% No change 227 $71K
Signaturefd, LLC 0.00% Add +2.7% 227 $71K
Beacon Capital Management, LLC 0.01% No change 212 $66K
New Millennium Group LLC 0.04% No change 208 $65K
American National Bank & Trust 0.01% New 200 $63K
Park Square Financial Group, LLC 0.04% — 197 $62K
Capital Advisors, Ltd. LLC 0.01% No change 178 $56K
Versant Capital Management, Inc 0.01% Add +95.5% 174 $55K
WPG Advisers, LLC 0.05% — 162 $51K
CENTRAL TRUST Co 0.00% Reduce -5.3% 160 $50K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -98.5% 156 $49K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 140 $49K
Cromwell Holdings LLC 0.03% No change 154 $48K
Heritage Wealth Advisors 0.00% No change 154 $48K
Lindbrook Capital, LLC 0.00% Add +2.0% 151 $47K
Hexagon Capital Partners LLC 0.01% Add +19.4% 148 $46K
HHM Wealth Advisors, LLC 0.01% Add +2.1% 143 $45K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +68.8% 135 $42K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -5.0% 132 $41K
CKW Financial Group 0.00% No change 120 $38K
Richardson Financial Services Inc. 0.03% Add +19.8% 121 $38K
GeoWealth Management, LLC 0.00% Add +94.9% 115 $36K
AdvisorNet Financial, Inc 0.00% Add +0.9% 109 $34K
Trust Co. of Vermont 0.00% No change 109 $34K
Geneos Wealth Management Inc. 0.00% Reduce -3.8% 101 $32K
Spire Wealth Management 0.00% Reduce -11.0% 97 $30K
Farmers & Merchants Investments Inc. 0.00% No change 97 $30K
McIlrath & Eck, LLC 0.00% New 96 $30K
Harbor Investment Advisory, LLC 0.00% No change 93 $29K
Hemington Wealth Management 0.01% Add +20.8% 93 $29K
MV Capital Management, Inc. 0.00% Add +2.3% 90 $28K
Wilmington Savings Fund Society, FSB 0.00% Reduce -95.9% 88 $28K
True Wealth Design, LLC 0.01% No change 83 $26K
New Age Alpha Advisors, LLC 0.00% Add +50.0% 81 $25K
Colonial Trust Co / SC 0.00% Add +228.6% 69 $22K
Private Wealth Management Group, LLC 0.01% No change 68 $21K
Capital A Wealth Management, LLC 0.03% — 67 $21K
Caitong International Asset Management Co., Ltd 0.02% — 66 $21K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 64 $21K
Altshuler Shaham Ltd 0.00% New 65 $20K
Plante Moran Financial Advisors, LLC 0.00% Add +26.0% 63 $20K
North Star Investment Management Corp. 0.00% New 63 $20K
Covestor Ltd 0.01% Add +20.0% 60 $19K
GW&K Investment Management, LLC 0.00% Add +5.3% 60 $19K
Rise Advisors, LLC 0.01% Add +1.7% 61 $19K
CVA Family Office, LLC 0.00% Add +100.0% 60 $19K
Zions Bancorporation, N.A. 0.00% Add +5.4% 59 $18K
Bell Investment Advisors, Inc 0.00% No change 58 $18K
Glen Eagle Advisors, LLC 0.00% No change 56 $18K
Arax Advisory Partners 0.00% No change 55 $17K
JFS Wealth Advisors, LLC 0.00% No change 53 $17K
Bruce G. Allen Investments, LLC 0.01% Add +10.6% 52 $16K
Anfield Capital Management, LLC 0.01% Add +100.0% 52 $16K
Bartlett & Co. Wealth Management LLC 0.00% No change 50 $16K
Avalon Trust Co 0.00% No change 50 $16K
Larson Financial Group LLC 0.00% Add +269.2% 48 $15K
Millstone Evans Group, LLC 0.01% — 46 $14K
Continuum Advisory, LLC 0.00% Reduce -4.2% 46 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 45 $14K
Duncker Streett & Co. Inc. 0.00% New 45 $14K
Manchester Capital Management LLC 0.00% No change 44 $14K
Venturi Wealth Management, LLC 0.00% Add +22.9% 43 $13K
Indiana Trust & Investment Management Co 0.00% No change 43 $13K
Meeder Asset Management Inc. 0.00% Reduce -11.9% 37 $12K
Kohmann Bosshard Financial Services, LLC 0.00% New 35 $11K
Silicon Valley Capital Partners 0.00% No change 34 $11K
Murphy & Mullick Capital Management Corp 0.01% — 32 $10K
Abound Wealth Management 0.00% Reduce -13.9% 31 $10K
Aspect Partners, LLC 0.01% Reduce -30.9% 29 $9K
FSA Wealth Management LLC 0.00% No change 29 $9K
Fortitude Family Office, LLC 0.00% No change 27 $8K
Smithfield Trust Co 0.00% No change 26 $8K
Whittier Trust Co. 0.00% New 24 $8K
Avior Wealth Management, LLC 0.00% Add +15.0% 23 $7K
Cullen/Frost Bankers, Inc. 0.00% Reduce -8.7% 21 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 21 $7K
Raffa Wealth Management, LLC 0.00% Reduce -16.0% 21 $7K
Financial Management Professionals, Inc. 0.00% No change 21 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 27 $6K
Quent Capital, LLC 0.00% Add +5.9% 18 $6K
Northwest Capital Management Inc 0.00% No change 16 $5K
Whittier Trust Co. of Nevada Inc. 0.00% New 16 $5K
Nemes Rush Group LLC 0.00% New 15 $5K
WASHINGTON TRUST Co 0.00% Reduce -11.8% 15 $5K
Harbour Investments, Inc. 0.00% Add +15.4% 15 $5K
Dunhill Financial, LLC 0.00% Add +66.7% 15 $5K
Sierra Ocean, LLC 0.00% — 13 $4K
Highline Wealth Partners LLC 0.00% Add +30.0% 13 $4K
Avion Wealth 0.00% Add +50.0% 15 $4K
Whipplewood Advisors, LLC 0.00% — 12 $4K
SJS Investment Consulting Inc. 0.00% Reduce -14.3% 12 $4K
MCF Advisors LLC 0.00% No change 11 $3K
Cornerstone Planning Group LLC 0.00% No change 10 $3K
Pinnacle Bancorp, Inc. 0.00% Reduce -33.3% 10 $3K
Strengthening Families & Communities, LLC 0.00% No change 10 $3K
Key Financial Inc 0.00% New 9 $3K
Tompkins Financial Corp. 0.00% No change 9 $3K
NewSquare Capital LLC 0.00% New 9 $3K
TCTC Holdings, LLC 0.00% New 9 $3K
Eagle Bay Advisors LLC 0.00% No change 8 $3K
WR Wealth Planners, LLC 0.00% Add +14.3% 8 $3K
SOA Wealth Advisors, LLC. 0.00% No change 8 $3K
Hollencrest Capital Management 0.00% No change 8 $3K
Sandy Spring Bank 0.00% No change 8 $3K
Creative Financial Designs Inc. 0.00% New 7 $2K
Anchor Investment Management, LLC 0.00% No change 7 $2K
Clark Wealth Partners 0.00% — 6 $2K
MPWM Advisory Solutions, LLC 0.00% — 6 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 6 $2K
Core Alternative Capital 0.00% No change 6 $2K
TD Waterhouse Canada Inc. 0.00% No change 6 $2K
Talon Private Wealth, LLC 0.00% No change 5 $2K
Coppell Advisory Solutions LLC 0.00% New 5 $2K
CoreCap Advisors, LLC 0.00% Reduce -64.3% 5 $2K
Decker Retirement Planning Inc. 0.00% — 4 $1K
FLP Wealth Management, LLC 0.00% — 3 $981
Valued Wealth Advisors LLC 0.00% Reduce -50.0% 3 $943
Prestige Wealth Management Group LLC 0.00% No change 3 $943
Riverview Trust Co 0.00% No change 3 $940
Sachetta, LLC 0.00% New 3 $940
Global Financial Private Client, LLC 0.00% New 3 $940
Old Second National Bank of Aurora 0.00% New 3 $940
Trifecta Capital Advisors, LLC 0.00% No change 3 $940
Logan Capital Management Inc. 0.00% New 3 $940
Carolinas Wealth Consulting LLC 0.00% No change 2 $629
BOK Financial Private Wealth, Inc. 0.00% New 2 $629
West Branch Capital LLC 0.00% No change 2 $627
Principia Wealth Advisory, LLC 0.00% — 2 $626
Parkworth Wealth Management, Inc. 0.00% — 2 $626
Nvwm, LLC 0.00% No change 2 $626
Raleigh Capital Management Inc. 0.00% No change 2 $626
SBI Securities Co., Ltd. 0.00% — 2 $626
Activest Wealth Management 0.00% New 1 $313
WestEnd Advisors, LLC 0.00% No change 1 $313
REAP Financial Group, LLC 0.00% New 1 $157
Y.D. More Investments Ltd 0.00% Add +121.0% 126 $108
Wood Tarver Financial Group, LLC 0.00% — 3 $0

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