Willis Towers WatsonWTW

13F holders, Q4 2025 (December 31)
751holders +21
70new positions
78sold out
11famous investors
$328.59avg. 13F price*

At the end of Q4 2025, 751 institutions reported holding Willis Towers Watson PLC (WTW) in their 13F filings, up 21 from Q3 2025. 70 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($3.7B), BlackRock, Inc. ($2.8B) and Dodge & Cox ($2.3B). 11 famous investors held it, including Seth Klarman (8.5% of Baupost Group's portfolio), David Abrams (4.2% of Abrams Capital Management's portfolio) and Bill Nygren (2.3% 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions70$361.6M
Exits78$440.0M

All 13F filers, Q3 2025 → Q4 2025: 8,842,490 shares bought and 7,117,279 shares sold, net +1,725,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 751 holders

Vanguard Group Inc. 0.05% Reduce -1.4% 11,217,909 $3.7B
BlackRock, Inc. 0.05% Reduce -8.6% 8,467,266 $2.8B
Dodge & Cox 1.23% Add +90.7% 6,925,525 $2.3B
Massachusetts Financial Services Co. 0.63% Reduce -3.3% 5,977,816 $2.0B
Harris Associates (Oakmark Funds) 2.34% Add +30.7% 5,613,089 $1.8B
First Eagle Investment Management, LLC 2.46% Reduce -0.3% 4,250,802 $1.4B
State Street Corp. 0.05% Reduce -1.0% 4,227,039 $1.4B
T. Rowe Price Investment Management, Inc. 0.73% Add +23.4% 3,505,195 $1.2B
Artisan Partners Limited Partnership 1.74% Reduce -2.4% 3,461,646 $1.1B
Geode Capital Management, LLC 0.05% Reduce -1.3% 2,546,859 $833.7M
FMR LLC 0.04% Reduce -33.6% 2,214,575 $727.7M
Invesco Ltd. 0.07% Add +2.6% 2,212,870 $727.1M
Norges Bank 0.05% — 1,555,541 $511.2M
Baupost Group 8.45% Add +24.7% 1,357,601 $446.1M
Victory Capital Management Inc. 0.24% Reduce -4.8% 1,263,205 $415.1M
Northern Trust Corp. 0.05% Reduce -4.0% 1,106,063 $363.5M
Dimensional Fund Advisors LP 0.07% Add +0.4% 988,707 $324.9M
Morgan Stanley 0.02% Add +4.5% 942,389 $309.7M
Bank of Montreal 0.13% Add +657.3% 941,637 $309.4M
Alliancebernstein L.P. 0.10% Reduce -15.7% 924,591 $303.8M
Janus Henderson Group PLC 0.13% Add +2.2% 894,530 $293.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% New 866,006 $284.6M
Barrow Hanley Mewhinney & Strauss LLC 0.81% Reduce -10.9% 743,929 $244.5M
Abrams Capital Management 4.17% No change 720,779 $236.8M
Legal & General Group Plc 0.05% Add +1.6% 690,210 $226.8M
T. Rowe Price Associates Inc. 0.02% Reduce -29.9% 664,287 $218.3M
Goldman Sachs Group Inc. 0.03% Add +12.0% 654,053 $214.9M
American Century Companies Inc. 0.11% Reduce -7.0% 644,144 $211.7M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.4% 601,717 $197.7M
Bank of America Corp. 0.01% Reduce -5.9% 539,524 $177.3M
Altrinsic Global Advisors LLC 5.97% Reduce -5.0% 506,828 $166.5M
Bank of New York Mellon Corp 0.03% Reduce -3.4% 474,470 $155.9M
Balyasny Asset Management L.P. 0.28% Add +103.1% 432,838 $142.2M
Barclays PLC 0.05% Add +29.9% 403,495 $132.6M
Wellington Management Group LLP 0.02% Reduce -55.5% 374,556 $123.1M
Parnassus Investments, LLC 0.30% Add +1.5% 357,537 $117.5M
River Road Asset Management, LLC 1.23% Reduce -30.5% 340,513 $111.9M
Deutsche Bank AG 0.04% Reduce -0.6% 336,540 $110.6M
Atalan Capital Partners, LP 7.86% Reduce -34.8% 336,000 $110.4M
Crawford Investment Counsel Inc. 1.82% Add +0.1% 331,415 $108.9M
Brandywine Global Investment Management, LLC 0.73% Add +13.3% 328,291 $107.9M
Amundi 0.03% Add +15.0% 320,717 $105.4M
Nuveen, LLC 0.03% Reduce -39.9% 317,349 $104.3M
UBS Group AG 0.02% Add +5.0% 307,517 $101.1M
Clarkston Capital Partners, LLC 2.31% Reduce -32.6% 303,260 $99.7M
JPMorgan Chase & Co. 0.01% Add +3.3% 302,024 $99.2M
Johnson Investment Counsel Inc. 0.76% Reduce -1.4% 284,390 $93.5M
Brandes Investment Partners, LP 0.69% Add +6.2% 275,591 $90.6M
Swiss National Bank 0.05% Reduce -6.5% 267,330 $87.8M
Sei Investments Co. 0.09% Add +11.6% 263,057 $86.4M
Canoe Financial LP 1.16% Add +1.0% 260,128 $85.5M
California Public Employees Retirement System 0.05% Reduce -18.1% 249,777 $82.1M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -4.4% 239,497 $78.7M
BNP Paribas Financial Markets 0.05% Add +22.5% 228,502 $75.1M
Sound Shore Management Inc 2.36% Reduce -8.7% 226,119 $74.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +3.9% 204,529 $66.7M
Russell Investments Group, Ltd. 0.07% Reduce -4.6% 201,664 $66.3M
Cortland Associates Inc. 7.75% Reduce -1.7% 186,861 $61.4M
Rhumbline Advisers 0.05% Reduce -3.4% 176,473 $58.0M
Natixis Advisors, LLC 0.08% Reduce -4.6% 171,509 $56.4M
Royal Bank of Canada 0.01% Reduce -9.4% 165,485 $54.4M
AQR Capital Management 0.03% Add +22.0% 162,720 $53.5M
National Pension Service 0.04% Add +6.1% 158,741 $52.2M
California State Teachers Retirement System 0.05% Reduce -2.5% 158,632 $52.1M
Raymond James Financial Inc. 0.01% Reduce -18.6% 142,705 $46.9M
Rockefeller Capital Management L.P. 0.08% Add +0.3% 142,538 $46.8M
Alberta Investment Management Corp 0.31% Add +12.3% 140,400 $46.1M
Cidel Asset Management Inc. 3.03% Reduce -4.1% 130,190 $42.8M
First Trust Advisors LP 0.03% Add +2.8% 129,456 $42.5M
Citigroup Inc. 0.03% Reduce -15.9% 117,597 $38.6M
Principal Financial Group Inc. 0.02% Reduce -2.0% 111,999 $36.8M
Gotham Asset Management 0.13% Add +17.6% 111,958 $36.8M
Arrowstreet Capital, Limited Partnership 0.02% Add +531.8% 111,436 $36.6M
New South Capital Management Inc. 1.57% Reduce -0.8% 103,863 $34.1M
Canada Pension Plan Investment Board 0.02% Reduce -0.9% 103,055 $33.9M
HSBC Holdings PLC 0.02% Add +44.3% 102,296 $33.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +41.6% 83,693 $30.3M
State Board of Administration of Florida Retirement System 0.05% Reduce -5.1% 86,510 $28.4M
Baron Capital (BAMCO) 0.08% Reduce -10.3% 86,388 $28.4M
Envestnet Asset Management Inc. 0.01% Reduce -16.1% 85,096 $28.0M
Deroy & Devereaux Private Investment Counsel Inc. 1.36% Reduce -1.6% 84,146 $27.6M
Aviva PLC 0.05% Add +6.7% 83,986 $27.6M
CANADA LIFE ASSURANCE Co 0.05% Reduce -39.1% 81,218 $26.7M
Ameriprise Financial Inc. 0.01% Add +0.6% 78,679 $25.9M
Storebrand Asset Management As 0.06% Reduce -5.8% 72,877 $23.9M
Westport Asset Management Inc. 9.98% No change 69,234 $23.9M
Aberdeen Group plc 0.04% Reduce -0.3% 72,707 $23.9M
Danske Bank A/S 0.06% Add +2.3% 72,629 $23.9M
Arbejdsmarkedets Tillaegspension 0.60% — 72,183 $23.7M
New York State Common Retirement Fund 0.03% No change 69,420 $22.8M
Brown Advisory Inc. 0.03% Add +4.1% 68,725 $22.6M
AMF Tjanstepension AB 0.14% Add +0.0% 67,820 $22.3M
New York State Teachers Retirement System 0.04% Reduce -5.3% 66,667 $21.9M
Adage Capital Partners Gp, L.L.C. 0.03% Add +45.2% 66,488 $21.8M
Rivermont Capital Management LP 5.18% Reduce -22.1% 66,320 $21.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.11% Reduce -3.7% 66,005 $21.7M
Nomura Asset Management International Inc. 0.03% — 62,411 $20.5M
SG Americas Securities, LLC 0.03% Add +689.8% 61,135 $20.1M
Exchange Traded Concepts, LLC 0.17% Add +38.9% 60,859 $20.0M
CI Investments Inc. 0.09% Reduce -12.6% 60,431 $19.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +16.6% 59,916 $19.7M
APG Asset Management N.V. 0.05% Reduce -11.1% 68,120 $19.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -23.2% 55,842 $18.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +6.2% 55,703 $18.3M
KLP Kapitalforvaltning As 0.07% Reduce -1.7% 54,975 $18.1M
Pictet Asset Management Holding SA 0.02% Reduce -11.3% 53,445 $17.6M
Wells Fargo & Company 0.00% Reduce -36.3% 51,311 $16.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.3% 51,189 $16.8M
Franklin Resources Inc. 0.00% Reduce -23.9% 51,148 $16.8M
State of Wisconsin Investment Board 0.04% Reduce -3.1% 50,495 $16.6M
Jain Global LLC 0.17% Add +226.2% 50,200 $16.5M
Parkwood LLC 1.40% New 50,112 $16.5M
CIBC Asset Management Inc 0.04% Add +22.0% 50,092 $16.5M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.5% 48,568 $16.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +512.7% 43,903 $14.8M
Bridgewater Associates 0.05% Add +21.4% 44,809 $14.7M
Royal London Asset Management Ltd. 0.03% Reduce -0.4% 44,573 $14.6M
Asset Management One Co., Ltd. 0.04% Reduce -1.8% 43,493 $14.5M
Clearbridge Investments, LLC 0.01% Reduce -0.4% 44,159 $14.5M
Tredje AP-fonden 0.10% No change 41,542 $13.7M
TD Asset Management Inc 0.01% Reduce -8.4% 41,204 $13.5M
Treasurer of the State of North Carolina 0.04% Reduce -8.8% 40,100 $13.2M
Quantinno Capital Management LP 0.03% Add +58.1% 39,935 $13.1M
M&G PLC 0.07% Add +6.3% 38,367 $12.6M
Mackenzie Financial Corp. 0.01% Add +44.8% 37,576 $12.5M
Varma Mutual Pension Insurance Co 0.08% Add +19.9% 37,900 $12.5M
Mn Services Vermogensbeheer B.V. 0.08% Add +1.3% 37,854 $12.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Reduce -3.3% 37,328 $12.3M
Point72 Asset Management 0.02% Reduce -30.2% 36,730 $12.1M
Ensign Peak Advisors, Inc 0.02% Add +8.2% 36,564 $12.0M
Leeward Investments, LLC - MA 0.60% Reduce -5.5% 35,910 $11.8M
Cerity Partners LLC 0.02% Add +81.8% 35,797 $11.8M
Nomura Asset Management Co. Ltd. 0.03% Reduce -2.3% 35,252 $11.6M
LPL Financial LLC 0.00% Add +0.2% 35,031 $11.5M
State of Tennessee, Department of Treasury 0.04% Reduce -0.9% 35,715 $11.3M
Exencial Wealth Advisors, LLC 0.36% Reduce -0.9% 34,319 $11.3M
State of New Jersey Common Pension Fund D 0.04% Reduce -1.4% 33,735 $11.1M
Chesley Taft & Associates LLC 0.42% Reduce -2.8% 32,461 $10.7M
Hosking Partners LLP 0.36% Reduce -0.3% 32,227 $10.6M
FIL Ltd 0.01% Add +13.0% 31,884 $10.5M
Handelsbanken Fonder AB 0.03% Reduce -3.1% 31,385 $10.3M
Resona Asset Management Co.,Ltd. 0.05% Reduce -4.8% 31,323 $10.3M
Public Employees Retirement System of Ohio 0.03% Reduce -0.4% 31,071 $10.2M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -1.1% 31,065 $10.2M
Thompson Siegel & Walmsley LLC 0.17% Reduce -71.6% 30,909 $10.2M
Federated Hermes, Inc. 0.02% Reduce -58.0% 30,501 $10.0M
Schroder Investment Management Group 0.01% Reduce -60.1% 29,778 $9.9M
Vident Advisory, LLC 0.09% Add +26.7% 29,437 $9.7M
Rafferty Asset Management, LLC 0.03% Reduce -10.0% 29,203 $9.6M
Generate Investment Management Ltd 0.44% Reduce -43.4% 29,131 $9.6M
Squarepoint Ops LLC 0.02% Add +997.0% 28,543 $9.4M
Northwest & Ethical Investments L.P. 0.20% Reduce -6.2% 27,618 $9.1M
Polen Capital Management LLC 0.04% Reduce -87.5% 27,425 $9.0M
Millennium Management 0.01% Reduce -60.9% 26,900 $8.8M
Kingsview Wealth Management, LLC 0.13% Reduce -10.8% 26,762 $8.8M
Arizona State Retirement System 0.05% Reduce -8.5% 26,737 $8.8M
Korea Investment CORP 0.02% Reduce -50.9% 26,063 $8.6M
State of Michigan Retirement System 0.04% Reduce -1.5% 25,992 $8.5M
XTX Topco Ltd 0.22% New 25,924 $8.5M
DekaBank Deutsche Girozentrale 0.01% No change 30,437 $8.4M
Daiwa Securities Group Inc. 0.03% Add +1.1% 25,594 $8.4M
Czech National Bank 0.05% Add +1.9% 25,248 $8.3M
Woodbridge Co Ltd 0.02% New 25,234 $8.3M
Lazard Asset Management LLC 0.01% Reduce -35.7% 25,206 $8.3M
National Bank of Canada 0.01% Add +27.5% 25,123 $8.3M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.12% — 24,504 $8.1M
Public Sector Pension Investment Board 0.03% Add +15.8% 24,368 $8.0M
MetLife Investment Management, LLC 0.04% Reduce -5.2% 22,954 $7.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -4.9% 22,272 $7.3M
Dakota Wealth Management 0.13% Reduce -5.3% 22,167 $7.3M
Interval Partners, LP 0.17% Add +88.2% 21,851 $7.2M
Focus Partners Wealth 0.01% Add +2804.6% 21,726 $7.1M
Forsta Ap-Fonden 0.04% Add +4.1% 21,540 $7.1M
Credit Agricole S A 0.02% Reduce -37.3% 21,429 $7.0M
Citadel Advisors 0.00% Add +5.9% 21,334 $7.0M
Macquarie Group Ltd. 0.03% Reduce -87.3% 21,168 $7.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.39% Reduce -3.6% 21,036 $6.9M
Huntington National Bank 0.06% Add +0.8% 20,795 $6.8M
Retirement Systems of Alabama 0.02% Reduce -2.1% 20,370 $6.7M
ProShare Advisors LLC 0.01% Add +3.0% 20,330 $6.7M
PNC Financial Services Group, Inc. 0.00% Add +45.7% 20,225 $6.6M
Stifel Financial Corp. 0.01% Reduce -7.6% 20,152 $6.6M
Intech Investment Management LLC 0.06% Add +22.7% 20,005 $6.6M
DNB Asset Management AS 0.02% Add +0.1% 19,945 $6.6M
Susquehanna International Group, LLP 0.01% Reduce -41.4% 19,822 $6.5M
IFM Investors Pty Ltd 0.05% New 19,307 $6.3M
KBC Group NV 0.01% Add +3.7% 19,262 $6.3M
New Vernon Investment Management LLC 6.10% New 19,066 $6.3M
Voya Investment Management LLC 0.01% Reduce -8.7% 18,951 $6.2M
Timber Creek Capital Management LLC 1.44% Reduce -0.7% 18,909 $6.2M
PFA Pension, Forsikringsaktieselskab 0.02% — 18,470 $6.2M
Xponance LLC 0.05% Reduce -25.1% 18,711 $6.1M
Capital Fund Management S.A. 0.06% Reduce -37.4% 18,372 $6.0M
Daiichi Life Insurance Co., Ltd. 0.15% Reduce -4.7% 18,287 $6.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +19.2% 17,800 $5.8M
Impax Asset Management Group plc 0.04% Reduce -2.8% 17,783 $5.8M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.2% 17,703 $5.8M
Amalgamated Bank 0.04% Reduce -4.7% 17,640 $5.8M
Swiss Life Asset Management Ltd 0.03% Add +11.5% 17,416 $5.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +21.3% 17,283 $5.7M
Wealthfront Advisers LLC 0.01% Reduce -3.2% 17,271 $5.7M
Callahan Advisors, LLC 0.47% Reduce -2.4% 17,270 $5.7M
Foyston, Gordon & Payne Inc 1.23% Reduce -13.5% 17,184 $5.6M
Sendero Wealth Management, LLC 0.62% Reduce -3.8% 17,111 $5.6M
Marathon Capital Management 1.18% Reduce -0.5% 16,580 $5.4M
Bank of Nova Scotia 0.01% Add +29.8% 16,264 $5.3M
USS Investment Management Ltd 0.03% Add +0.4% 16,188 $5.3M
Utah Retirement Systems 0.05% Reduce -1.0% 16,049 $5.3M
STRS Ohio 0.02% Reduce -0.3% 15,793 $5.2M
Heartland Advisors Inc. 0.28% Reduce -34.9% 15,600 $5.1M
Cibc World Markets Corp. 0.03% — 15,382 $5.1M
HighTower Advisors, LLC 0.01% Reduce -46.6% 15,212 $5.0M
Olstein Capital Management, L.P. 1.02% No change 15,200 $5.0M
Heights Point Management, LP 4.11% — 14,676 $4.8M
D.A. Davidson & Co. 0.03% Add +95.6% 14,672 $4.8M
Louisbourg Investments Inc. 0.96% Add +5.8% 18,693 $4.8M
NEOS Investment Management LLC 0.03% Add +20.4% 14,641 $4.8M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -8.4% 14,539 $4.8M
Man Group plc 0.01% Add +105.5% 14,232 $4.7M
Swedbank AB 0.00% Reduce -28.7% 14,124 $4.6M
Financial Engines Advisors L.L.C. 0.01% Reduce -4.7% 14,088 $4.6M
Creative Planning 0.00% Add +13.7% 14,086 $4.6M
Boothbay Fund Management, LLC 0.12% Reduce -21.1% 14,071 $4.6M
Ethic Inc. 0.07% Reduce -0.6% 13,967 $4.6M
Yousif Capital Management, LLC 0.05% Reduce -6.5% 13,590 $4.4M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -0.7% 12,832 $4.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.7% 12,802 $4.2M
Vestmark Advisory Solutions, Inc. 0.05% New 12,207 $4.0M
IFC Advisors LLC 0.58% No change 12,135 $4.0M
US Bancorp \de 0.00% Reduce -5.5% 11,726 $3.9M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 11,339 $3.8M
Elo Mutual Pension Insurance Co 0.06% Reduce -13.1% 11,330 $3.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -15.5% 11,117 $3.7M
Oregon Public Employees Retirement Fund 0.05% Reduce -1.1% 10,955 $3.6M
Murphy Pohlad Asset Management LLC 1.37% Reduce -9.6% 10,870 $3.6M
Pacer Advisors, Inc. 0.01% Add +35.4% 10,623 $3.5M
London Co. of Virginia 0.02% Add +0.1% 10,483 $3.4M
Mutual of America Capital Management LLC 0.04% Reduce -2.8% 10,282 $3.4M
Nordea Investment Management AB 0.00% Add +5.6% 10,117 $3.3M
Prudential Financial Inc. 0.00% Reduce -36.3% 10,085 $3.3M
Nisa Investment Advisors, LLC 0.01% Add +13.3% 9,953 $3.3M
Pathstone Holdings, LLC 0.01% Add +11.1% 9,760 $3.2M
Neuberger Berman Group LLC 0.00% Add +1.3% 9,704 $3.2M
Agf Management Ltd. 0.01% Add +4.1% 9,690 $3.2M
Public Employees Retirement Association of Colorado 0.01% No change 9,523 $3.1M
Employees Retirement System of Texas 0.03% Reduce -44.0% 9,505 $3.1M
State of Alaska, Department of Revenue 0.03% Reduce -8.8% 9,494 $3.1M
Banque Cantonale Vaudoise 0.11% Add +3.6% 9,387 $3.1M
ASR Vermogensbeheer N.V. 0.04% Reduce -0.8% 9,302 $3.1M
AMG National Trust Bank 0.07% Reduce -1.1% 9,168 $3.0M
Tocqueville Asset Management L.P. 0.04% Add +0.1% 9,164 $3.0M
Avanza Fonder AB 0.08% Add +40.0% 9,128 $3.0M
Summit Trail Advisors, LLC 0.05% Reduce -0.2% 9,032 $3.0M
Osmosis Investment Management UK Ltd 0.07% — 8,883 $2.9M
Mercer Global Advisors Inc. 0.00% Add +6.5% 8,845 $2.9M
Baird Financial Group, Inc. 0.00% Reduce -2.0% 8,763 $2.9M
Truist Financial Corp. 0.00% Reduce -18.9% 8,701 $2.9M
M&T Bank Corp 0.01% Add +10.2% 8,609 $2.8M
Cary Street Partners Financial LLC 0.07% Reduce -1.7% 8,578 $2.8M
Montag A & Associates Inc. 0.13% Reduce -3.1% 8,536 $2.8M
Generali Asset Management SPA SGR 0.06% Reduce -11.9% 8,370 $2.8M
O'shaughnessy Asset Management, LLC 0.01% Add +8.2% 8,182 $2.7M
South Shore Capital Advisors 1.94% — 8,076 $2.7M
Allstate Corp. 0.04% Add +107.2% 7,947 $2.6M
Teachers Retirement System of the State of Kentucky 0.02% No change 7,878 $2.6M
Stratos Wealth Partners, LTD. 0.03% Reduce -16.2% 7,800 $2.6M
Orion Porfolio Solutions, LLC 0.02% Reduce -24.5% 7,748 $2.5M
Live Oak Private Wealth LLC 0.32% Add +8.6% 7,152 $2.4M
iA Global Asset Management Inc. 0.03% New 7,147 $2.3M
Assetmark, Inc. 0.00% Add +3.5% 7,101 $2.3M
Corient Private Wealth LP 0.00% Add +12.1% 7,035 $2.3M
Mizuho Securities USA LLC 0.04% Reduce -1.9% 6,972 $2.2M
Dynamic Advisor Solutions LLC 0.07% Add +226.5% 6,713 $2.2M
Accretive Wealth Partners, LLC 0.65% Add +0.4% 6,702 $2.2M
Investment Management Corp of Ontario 0.03% Add +41.7% 6,590 $2.2M
Metis Global Partners, LLC 0.05% Add +3.7% 6,538 $2.1M
Blair William & Co. 0.01% Reduce -9.0% 6,316 $2.1M
Teamwork Financial Advisors, LLC 0.22% Reduce -81.9% 6,293 $2.1M
Game Creek Capital, LP 0.78% Reduce -16.4% 6,225 $2.0M
EP Wealth Advisors, LLC 0.01% — 6,166 $2.0M
Kentucky Retirement Systems 0.05% No change 6,141 $2.0M
Sterling Capital Management LLC 0.03% Reduce -6.6% 5,891 $1.9M
WINTON GROUP Ltd 0.07% New 5,884 $1.9M
Figure 8 Investment Strategies LLC 1.63% Reduce -1.5% 5,587 $1.8M
Mariner, LLC 0.00% Reduce -61.0% 5,552 $1.8M
Ostrum Asset Management 0.09% Reduce -24.9% 5,451 $1.8M
Norinchukin Bank, The 0.02% Add +3.3% 5,422 $1.8M
Lighthouse Investment Partners, LLC 0.06% Add +67.2% 5,402 $1.8M
Fifth Third Bancorp 0.01% Add +15.8% 5,396 $1.8M
Kestra Private Wealth Services, LLC 0.02% Add +56.8% 5,368 $1.8M
SummitTX Capital, L.P. 0.05% New 5,296 $1.7M
Jane Street Group, LLC 0.00% Add +16.4% 5,271 $1.7M
CIBC Private Wealth Group LLC 0.00% Add +4.4% 5,113 $1.7M
Hantz Financial Services, Inc. 0.02% Reduce -18.2% 5,088 $1.7M
MML Investors Services, LLC 0.00% Reduce -69.5% 5,083 $1.7M
Empowered Funds, LLC 0.03% Add +6.3% 5,080 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.3% 5,002 $1.6M
RBF Capital, LLC 0.07% No change 5,000 $1.6M
Commonwealth Equity Services, LLC 0.00% No change 4,934 $1.6M
Cwm, LLC 0.00% Reduce -0.6% 4,903 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -3.9% 4,900 $1.6M
Gulf International Bank (UK) Ltd 0.05% No change 4,893 $1.6M
Cetera Investment Advisers 0.00% Reduce -6.8% 4,852 $1.6M
Cornercap Investment Counsel Inc. 0.75% Reduce -1.3% 4,610 $1.5M
New Mexico Educational Retirement Board 0.04% No change 4,500 $1.5M
SRH Advisors, LLC 0.42% No change 4,486 $1.5M
Ameritas Investment Partners, Inc. 0.04% Reduce -4.9% 4,443 $1.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.9% 4,393 $1.4M
Advisors Capital Management, LLC 0.02% Reduce -1.8% 4,338 $1.4M
Nomura Holdings Inc. 0.00% Reduce -10.6% 4,288 $1.4M
Callan Family Office, LLC 0.03% Add +23.6% 4,276 $1.4M
Marks Group Wealth Management, Inc 0.13% New 4,141 $1.4M
Benjamin Edwards Inc. 0.01% Add +22.5% 4,107 $1.3M
Allianz Asset Management GmbH 0.00% Reduce -1.2% 4,074 $1.3M
Gateway Investment Advisers LLC 0.01% Add +77.2% 4,046 $1.3M
Sanctuary Advisors, LLC 0.01% Add +0.2% 4,032 $1.3M
Commerce Bank 0.01% Reduce -5.5% 4,015 $1.3M
MUFG Securities EMEA plc 0.01% Add +110.2% 3,925 $1.3M
Oak Thistle LLC 0.18% New 3,895 $1.3M
Teacher Retirement System of Texas 0.00% Reduce -70.1% 3,880 $1.3M
Hunter Associates Investment Management LLC 0.17% No change 3,830 $1.3M
Atria Investments, Inc 0.01% Add +18.0% 3,831 $1.3M
Legacy Financial Advisors, Inc. 0.17% Add +16.4% 3,813 $1.3M
Assenagon Asset Management S.A. 0.00% Add +8.3% 3,808 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -2.0% 3,785 $1.2M
OMERS ADMINISTRATION Corp 0.01% No change 3,690 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +122.7% 3,650 $1.2M
Captrust Financial Advisors 0.00% Reduce -0.1% 3,648 $1.2M
NewEdge Advisors, LLC 0.00% Add +24.2% 3,617 $1.2M
Verition Fund Management LLC 0.01% Reduce -1.4% 3,611 $1.2M
Panagora Asset Management Inc. 0.00% No change 3,557 $1.2M
Sciencast Management LP 0.16% Reduce -72.5% 3,442 $1.1M
GAMMA Investing LLC 0.06% Add +5.1% 3,427 $1.1M
Walleye Trading LLC 0.02% Add +24.6% 3,405 $1.1M
North Dakota State Investment Board 0.04% — 3,354 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -33.3% 3,327 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -42.5% 3,318 $1.1M
AlTi Global, Inc. 0.02% Add +1.1% 3,302 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 3,233 $1.1M
Tempo Wealth, LLC 0.19% — 3,178 $1.0M
HB Wealth Management, LLC 0.01% Add +3.8% 3,169 $1.0M
Horizon Investments, LLC 0.01% Add +5.4% 3,138 $1.0M
Crossmark Global Holdings, Inc. 0.01% Add +136.0% 3,070 $1.0M
Clearstead Advisors, LLC 0.01% Add +6.4% 3,062 $1.0M
Tower Research Capital LLC (TRC) 0.02% Add +67.5% 3,052 $1.0M
Wbi Investments, LLC 0.26% New 3,032 $996K
TD Private Client Wealth LLC 0.02% Add +4.3% 3,023 $993K
Calder Financial LLC 0.96% — 2,991 $983K
Choreo, LLC 0.01% Add +25.8% 2,945 $982K
Janney Montgomery Scott LLC 0.00% Reduce -9.3% 2,989 $982K
Ossiam 0.02% Reduce -36.9% 2,973 $977K
Capitolis Liquid Global Markets LLC 0.01% No change 2,950 $969K
44 Wealth Management LLC 0.32% Add +1.3% 2,939 $966K
Jones Financial Companies LLLP 0.00% Reduce -31.6% 2,909 $956K
Harvest Fund Management Co., Ltd 0.03% No change 2,915 $928K
Two Sigma Investments, LP 0.00% No change 2,800 $920K
LMCG Investments, LLC 0.05% No change 2,755 $905K
Praxis Investment Management Inc. 0.05% Add +53.1% 2,726 $896K
Vise Technologies, Inc. 0.02% Add +24.5% 2,706 $889K
South Dakota Investment Council 0.02% Reduce -5.6% 2,695 $886K
Fortress Private Ledger, LLC 0.29% Add +43.9% 2,675 $879K
Intrust Bank NA 0.07% Add +2.0% 2,641 $868K
Securian Asset Management, Inc. 0.03% Reduce -44.8% 2,604 $856K
Gabelli Funds LLC 0.01% Add +13.0% 2,600 $854K
Mufg Securities Americas Inc. 0.05% Reduce -1.9% 2,580 $848K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 2,574 $846K
AlphaGrep UK Ltd 0.28% — 2,558 $841K
Rathbones Group PLC 0.00% No change 2,519 $828K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -41.4% 2,505 $823K
ASO GROUP Ltd 0.32% — 2,469 $811K
Engineers Gate Manager LP 0.01% New 2,467 $811K
QRG Capital Management, Inc. 0.01% Add +10.0% 2,467 $811K
Savant Capital, LLC 0.00% Add +9.9% 2,460 $809K
Lido Advisors, LLC 0.00% Add +3.9% 2,360 $806K
Evelyn Partners Investment Management LLP 0.02% No change 2,412 $793K
V-Square Quantitative Management LLC 0.08% New 2,380 $782K
S.E.E.D. Planning Group LLC 0.22% No change 2,334 $767K
Prudential PLC 0.01% Reduce -83.8% 2,321 $763K
Arax Advisory Partners 0.02% Reduce -56.5% 2,269 $746K
Keybank National Association 0.00% Add +19.7% 2,268 $745K
First Horizon Corp. 0.03% Add +18.6% 2,235 $734K
First Manhattan Co. Llc. 0.00% Add +0.1% 2,204 $726K
Merit Financial Group, LLC 0.01% Add +11.3% 2,204 $724K
Storgate, LLC 0.59% — 2,179 $716K
Thoroughbred Financial Services, LLC 0.04% Add +0.1% 2,147 $705K
Kestra Advisory Services, LLC 0.00% Reduce -24.6% 2,130 $700K
Caprock Group, LLC 0.01% Add +38.4% 2,057 $678K
Ironwood Investment Counsel, LLC 0.09% Reduce -7.4% 2,059 $677K
Concurrent Investment Advisors, LLC 0.01% Add +251.6% 2,043 $671K
Legal Advantage Investments, Inc. 0.31% Reduce -4.7% 2,015 $662K
Lester Murray Antman dba SimplyRich 0.17% No change 2,015 $662K
Occudo Quantitative Strategies LP 0.04% New 2,003 $658K
Chicago Partners Investment Group LLC 0.02% Add +0.6% 2,012 $649K
Vestcor Inc 0.02% No change 1,963 $645K
Transcend Capital Advisors, LLC 0.05% Add +12.5% 1,961 $644K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.8% 1,949 $640K
Laird Norton Wetherby Trust Company, LLC 0.01% New 1,927 $635K
Formidable Asset Management, LLC 0.09% Reduce -42.1% 1,832 $633K
DRW Securities, LLC 0.05% Reduce -10.3% 1,900 $624K
Aaron Wealth Advisors LLC 0.03% Add +27.8% 1,892 $622K
Coldstream Capital Management Inc. 0.01% Reduce -4.7% 1,869 $614K
Achmea Investment Management B.V. 0.02% New 1,859 $611K
Syon Capital LLC 0.03% Add +12.0% 1,854 $609K
Saxon Interests, Inc. 0.21% No change 1,831 $602K
Traphagen Investment Advisors LLC 0.05% New 1,786 $587K
Blue Trust, Inc. 0.01% Reduce -5.6% 1,785 $587K
Woodline Partners LP 0.00% New 1,785 $587K
Glenmede Trust Co. NA 0.00% — 1,778 $584K
Bell Investment Advisors, Inc 0.09% Reduce -0.2% 1,756 $577K
3Chopt Investment Partners, LLC 0.13% Reduce -2.7% 1,742 $574K
Stephens Inc. 0.01% Reduce -6.2% 1,743 $573K
Empower Advisory Group, LLC 0.00% Add +0.2% 1,740 $572K
Harbour Capital Advisors, LLC 0.12% Reduce -12.8% 1,743 $569K
Neville Rodie & Shaw Inc. 0.04% No change 1,698 $558K
Atlantic Union Bankshares Corp 0.01% Add +0.4% 1,679 $552K
Robeco Institutional Asset Management B.V. 0.00% Reduce -65.5% 1,647 $541K
Westerkirk Capital Inc. 0.05% New 1,624 $534K
Taikang Asset Management (Hong Kong) Co Ltd 0.05% Reduce -94.3% 1,600 $526K
Siemens Fonds Invest GmbH 0.03% Add +13.2% 1,566 $522K
World Investment Advisors 0.01% Add +103.0% 1,581 $520K
Fonville Wealth Management LLC 0.10% No change 1,554 $511K
HighPoint Advisor Group LLC 0.01% Add +0.8% 1,535 $504K
DHJJ Financial Advisors, Ltd. 0.17% No change 1,535 $504K
Global Retirement Partners, LLC 0.01% Add +84.6% 1,534 $504K
Burney Co./ 0.02% New 1,531 $503K
Cladis Investment Advisory, LLC 0.27% No change 1,510 $496K
Snowden Capital Advisors LLC 0.01% Reduce -6.6% 1,499 $494K
Avantra Family Wealth, Inc. 0.35% Add +2.9% 1,484 $488K
Quadrant Capital Group LLC 0.01% Add +30.6% 1,481 $487K
Mirabella Financial Services LLP 0.05% New 1,479 $486K
Brown Brothers Harriman & Co. 0.00% Add +3.8% 1,460 $480K
Central Pacific Bank - Trust Division 0.06% Add +87.1% 1,450 $476K
TCW Group Inc. 0.00% New 1,445 $475K
Riverpoint Wealth Management Holdings, LLC 0.10% No change 1,436 $472K
&partners 0.00% Add +5.3% 1,422 $468K
DAVENPORT & Co LLC 0.00% Add +6.5% 1,418 $466K
Machina Capital S.A.S. 0.09% New 1,415 $465K
Cresset Asset Management, LLC 0.00% Add +13.6% 1,405 $463K
Optimize Financial Inc. 0.23% Add +1.2% 1,384 $455K
Hilton Head Capital Partners, LLC 0.27% — 1,381 $454K
GTS Securities LLC 0.02% Reduce -20.7% 1,381 $454K
Arq Wealth Advisors, LLC 0.12% Reduce -15.5% 1,367 $449K
Plato Investment Management Ltd 0.03% No change 1,359 $449K
Bessemer Group Inc. 0.00% Add +23.9% 1,354 $445K
United Asset Strategies, Inc. 0.03% Reduce -7.0% 1,320 $434K
Oppenheimer Asset Management Inc. 0.01% Reduce -70.4% 1,316 $432K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -23.5% 1,299 $427K
S-Bank Fund Management Ltd 0.05% Reduce -20.1% 1,286 $423K
State of Wyoming 0.05% New 1,284 $422K
Sage Mountain Advisors LLC 0.02% Reduce -9.5% 1,281 $421K
Rockland Trust Co. 0.02% Add +0.9% 1,278 $420K
Park Avenue Securities LLC 0.00% Reduce -21.9% 1,274 $419K
Ritholtz Wealth Management 0.01% Reduce -2.2% 1,269 $417K
Busey Bank 0.01% Reduce -0.3% 1,267 $416K
Fidelis Capital Partners, LLC 0.03% No change 1,205 $396K
Florida Trust Wealth Management Co 0.01% No change 1,200 $394K
JM2 Capital Inc. 0.32% — 1,197 $393K
Forum Financial Management, LP 0.01% No change 1,197 $393K
Evanson Asset Management, LLC 0.02% Add +1.6% 1,195 $393K
CX Institutional 0.01% Add +17.4% 1,171 $385K
Waverly Advisors, LLC 0.00% Add +49.5% 1,171 $385K
Rothschild Investment LLC 0.02% Add +0.2% 1,168 $384K
Alhambra Investment Management LLC 0.18% No change 1,147 $377K
Pekin Hardy Strauss, Inc. 0.03% Reduce -2.7% 1,138 $374K
Proficio Capital Partners LLC 0.03% Reduce -0.1% 1,137 $374K
ORG Partners LLC 0.07% Add +0.1% 1,124 $369K
Private Advisor Group, LLC 0.00% Add +50.3% 1,123 $369K
Trust Asset Management LLC 0.03% Reduce -3.8% 1,122 $369K
MAI Capital Management 0.00% Add +0.4% 1,120 $368K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 1,115 $366K
Jefferies Financial Group Inc. 0.00% Reduce -88.3% 1,109 $364K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.9% 1,106 $363K
Picton Mahoney Asset Management 0.00% New 1,104 $363K
Brooklyn Investment Group 0.02% Add +57.7% 1,085 $362K
Meeder Advisory Services, Inc. 0.02% Add +22.0% 1,098 $361K
Mayflower Financial Advisors, LLC 0.04% Add +0.9% 1,095 $360K
Beacon Pointe Advisors, LLC 0.00% New 1,092 $359K
Vontobel Holding Ltd. 0.00% Reduce -56.9% 1,088 $358K
Connecticut Wealth Management, LLC 0.02% No change 1,069 $351K
Everhart Financial Group, Inc. 0.03% New 1,060 $348K
Cary Street Partners Investment Advisory LLC 0.09% Reduce -4.6% 1,041 $342K
AlphaCore Capital LLC 0.01% New 1,040 $342K
Monument Group Wealth Advisors, LLC 0.19% No change 1,034 $340K
Ieq Capital, LLC 0.00% Add +0.1% 1,033 $339K
Fielder Capital Group LLC 0.07% Reduce -6.3% 1,032 $339K
Journey Strategic Wealth LLC 0.01% Reduce -16.6% 1,017 $334K
Greenleaf Trust 0.00% Add +23.6% 1,007 $331K
Farringdon Capital, Ltd. 0.08% New 1,004 $330K
Profund Advisors LLC 0.01% Reduce -25.4% 997 $328K
Seed Wealth Management, Inc. 0.22% No change 970 $319K
Prelude Capital Management, LLC 0.02% New 970 $319K
Evolve Private Wealth, LLC 0.02% — 957 $315K
Cassaday & Co Wealth Management LLC 0.01% No change 950 $312K
Cigna Investments Inc. 0.04% Reduce -2.2% 940 $309K
Groupama Asset Managment 0.00% Reduce -9.3% 937 $308K
EverSource Wealth Advisors, LLC 0.01% Reduce -6.1% 935 $307K
Hamilton Capital Partners Inc. 0.01% Reduce -64.0% 931 $306K
Wakefield Asset Management LLLP 0.08% Add +27.8% 920 $302K
Catalyst Funds Management Pty Ltd 0.07% Reduce -34.3% 920 $302K
Confluence Investment Management LLC 0.00% Reduce -73.9% 911 $299K
Wedmont Private Capital 0.01% Reduce -1.7% 903 $299K
NewEdge Wealth, LLC 0.00% New 903 $297K
Raub Brock Capital Management LP 0.07% Reduce -10.0% 900 $296K
Compound Planning, Inc. 0.01% Add +20.4% 898 $295K
OpenArc Corporate Advisory, LLC 0.00% — 897 $295K
Net Worth Advisory Group 0.06% Reduce -2.0% 886 $291K
Summitry LLC 0.01% New 865 $284K
Ticino Wealth 0.10% — 858 $282K
Red Door Wealth Management, LLC 0.03% Add +0.1% 841 $276K
Maridea Wealth Management LLC 0.04% New 838 $275K
Birch Financial Group, LLC 0.16% Add +0.1% 837 $275K
Gibbs Wealth Management 0.07% Reduce -16.0% 832 $275K
GC Wealth Management RIA, LLC 0.01% Reduce -56.0% 835 $274K
Aptus Capital Advisors, LLC 0.00% Add +0.2% 822 $270K
Citadel Investment Advisory, Inc. 0.12% No change 817 $268K
Elevation Point Wealth Partners, LLC 0.01% New 804 $265K
Intact Investment Management Inc. 0.01% No change 800 $263K
Advisory Services Network, LLC 0.00% Reduce -27.9% 799 $263K
Fiduciary Trust Co 0.00% Reduce -24.8% 796 $262K
Bollard Group LLC 0.01% New 785 $258K
Longboard Asset Management, LP 1.63% No change 782 $257K
NorthCrest Asset Manangement, LLC 0.01% New 755 $253K
Moneta Group Investment Advisors LLC 0.00% New 766 $252K
Institute for Wealth Management, LLC. 0.03% No change 755 $248K
Blueshift Asset Management, LLC 0.07% New 750 $246K
Eagle Rock Investment Company, LLC 0.03% No change 750 $246K
Fisher Asset Management 0.00% Add +9.2% 749 $246K
Howard Capital Management, LLC 0.00% Add +5.7% 744 $244K
United Capital Financial Advisors, LLC 0.00% Reduce -5.7% 732 $240K
Patton Fund Management, Inc. 0.03% No change 728 $239K
Pettyjohn, Wood & White, Inc. 0.04% Add +6.3% 723 $238K
Checchi Capital Advisers, LLC 0.02% Reduce -2.3% 722 $237K
Commerzbank Aktiengesellschaft 0.00% Reduce -4.3% 718 $236K
Strategic Family Wealth Counselors, L.L.C. 0.05% New 731 $235K
Allworth Financial LP 0.00% Add +13.9% 713 $234K
Pallas Capital Advisors LLC 0.01% Reduce -1.0% 709 $233K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +3.5% 701 $230K
Modera Wealth Management, LLC 0.00% Reduce -1.1% 699 $230K
Financial Freedom, LLC 0.11% Reduce -50.7% 699 $230K
Farther Finance Advisors, LLC 0.00% Reduce -28.1% 692 $227K
Frec Markets, Inc. 0.07% — 691 $227K
Cambria Investment Management, L.P. 0.01% Reduce -3.7% 678 $223K
Parallel Advisors, LLC 0.00% Add +33.1% 675 $222K
Smartleaf Asset Management LLC 0.01% Add +17.4% 656 $219K
Bayforest Capital Ltd 0.16% New 663 $218K
Westco Advisory Services Inc. 0.13% — 661 $217K
Anchor Capital Advisors LLC 0.01% No change 660 $217K
Joel Isaacson & Co., LLC 0.01% No change 657 $216K
Crestwood Advisors Group, LLC 0.00% Add +9.8% 641 $211K
PDS Planning, Inc 0.01% Add +9.6% 637 $209K
Quadcap Wealth Management, LLC 0.02% Reduce -4.7% 636 $209K
Catalyst Financial Partners LLC 0.02% Add +2.3% 636 $209K
Mather Group, Llc. 0.00% Add +1.1% 633 $208K
Drive Wealth Management, LLC 0.04% Reduce -0.5% 626 $206K
Perpetual Ltd 0.00% Reduce -99.3% 621 $204K
William Blair Investment Management, LLC 0.00% Reduce -18.1% 619 $203K
UMB Bank, n.a. 0.00% Add +5.6% 606 $199K
Westpac Banking Corp. 0.01% Reduce -50.4% 563 $185K
Lanark Financial, Inc. 0.01% Reduce -7.6% 536 $176K
Penserra Capital Management LLC 0.00% Reduce -2.9% 537 $175K
Pinnacle Wealth Planning Services, Inc. 0.02% New 521 $171K
Aster Capital Management (DIFC) Ltd 0.07% New 515 $169K
Caitong International Asset Management Co., Ltd 0.04% Add +121.2% 502 $165K
Ascentis Wealth Management, LLC 0.04% New 473 $155K
Greykasell Wealth Strategies, Inc. 0.06% No change 470 $154K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.4% 434 $143K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 428 $141K
Los Angeles Capital Management LLC 0.00% New 437 $139K
PFS Partners, LLC 0.06% No change 400 $131K
JNBA Financial Advisors 0.01% No change 375 $123K
Zions Bancorporation, National Association 0.01% Add +29.5% 360 $118K
IFP Advisors, Inc 0.00% Reduce -52.5% 360 $118K
Washington Trust Advisors, Inc. 0.01% No change 325 $107K
Goodman Advisory Group, LLC 0.03% Reduce -2.2% 310 $102K
Syntax Research, Inc. 0.06% Reduce -87.0% 300 $99K
LRI Investments, LLC 0.01% Add +0.7% 297 $98K
CYBER HORNET ETFs LLC 0.06% Add +5.5% 288 $95K
Signaturefd, LLC 0.00% Add +27.1% 281 $92K
DT Investment Partners, LLC 0.01% No change 281 $92K
Private Trust Co. NA 0.01% Add +6.5% 278 $91K
Deseret Mutual Benefit Administrators 0.04% No change 273 $90K
Parkside Financial Bank & Trust 0.01% Add +7.3% 265 $87K
Johnson Financial Group, Inc. 0.00% Reduce -1.2% 256 $84K
Quarry LP 0.01% New 247 $81K
Root Financial Partners, LLC 0.00% Add +23.5% 242 $80K
Gables Capital Management Inc. 0.03% No change 227 $75K
Golden State Wealth Management, LLC 0.01% Reduce -2.6% 225 $74K
Community Bank, N.A. 0.01% No change 221 $73K
Sentry Investment Management LLC 0.05% No change 218 $72K
Quantbot Technologies LP 0.00% New 195 $64K
Versant Capital Management, Inc 0.01% Add +3.9% 188 $62K
Essential Partners LLC 0.02% Add +2.2% 185 $61K
Transamerica Financial Advisors, LLC 0.01% Add +133.3% 182 $60K
Smallwood Wealth Investment Management, LLC 0.03% No change 177 $58K
Capital Advisors, Ltd. LLC 0.01% No change 178 $58K
Cromwell Holdings LLC 0.03% No change 170 $56K
New Millennium Group LLC 0.02% Reduce -1.3% 155 $51K
Summit Securities Group LLC 0.01% Reduce -14.9% 143 $47K
HHM Wealth Advisors, LLC 0.01% No change 140 $46K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 135 $44K
DV Equities, LLC 0.01% — 134 $44K
Manchester Capital Management LLC 0.01% Add +195.6% 133 $44K
Heritage Wealth Advisors 0.00% No change 127 $42K
Ancora Advisors LLC 0.00% Add +252.8% 127 $42K
CKW Financial Group 0.00% No change 121 $40K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 119 $39K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -3.3% 117 $39K
Motco 0.00% Reduce -4.9% 116 $38K
Elyxium Wealth, LLC 0.01% New 110 $36K
Aventus Investment Advisors, Inc. 0.03% No change 109 $36K
AdvisorNet Financial, Inc 0.00% No change 108 $35K
Harbor Investment Advisory, LLC 0.00% Add +12.9% 105 $35K
SageView Advisory Group, LLC 0.00% New 104 $34K
Quent Capital, LLC 0.00% No change 97 $32K
Farmers & Merchants Investments Inc. 0.00% No change 97 $32K
McIlrath & Eck, LLC 0.00% No change 96 $32K
Reflection Asset Management 0.02% — 95 $31K
Trust Co. of Vermont 0.00% Reduce -12.8% 95 $31K
GW&K Investment Management, LLC 0.00% Add +40.3% 94 $31K
Crewe Advisors LLC 0.00% Add +4.4% 94 $31K
Raiffeisen Bank International AG 0.00% No change 90 $30K
Larson Financial Group LLC 0.00% Add +72.5% 88 $29K
Cornerstone Planning Group LLC 0.00% Reduce -48.0% 91 $29K
MV Capital Management, Inc. 0.00% No change 87 $29K
Fideuram Asset Management (Ireland) dac 0.00% — 89 $28K
Spire Wealth Management 0.00% Reduce -15.6% 81 $27K
Bartlett & Co. Wealth Management LLC 0.00% Add +375.0% 76 $25K
JFS Wealth Advisors, LLC 0.00% Add +37.7% 73 $24K
SOA Wealth Advisors, LLC. 0.00% Reduce -12.1% 73 $24K
Cullen/Frost Bankers, Inc. 0.00% Add +22.2% 66 $22K
Private Wealth Management Group, LLC 0.01% Reduce -2.9% 66 $22K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 63 $21K
New Age Alpha Advisors, LLC 0.00% Reduce -31.4% 59 $19K
Park Square Financial Group, LLC 0.11% New 59 $18K
Millstone Evans Group, LLC 0.01% No change 56 $18K
CENTRAL TRUST Co 0.00% Reduce -13.8% 56 $18K
Covestor Ltd 0.01% Reduce -8.3% 55 $18K
Cape Investment Advisory, Inc. 0.01% Add +170.0% 54 $18K
CVA Family Office, LLC 0.00% Reduce -3.6% 54 $18K
Grove Bank & Trust 0.00% Add +410.0% 51 $17K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $16K
Acumen Wealth Advisors, LLC 0.00% — 47 $15K
Bruce G. Allen Investments, LLC 0.01% No change 47 $15K
Duncker Streett & Co. Inc. 0.00% No change 45 $15K
Truvestments Capital LLC 0.00% No change 42 $14K
Fortitude Family Office, LLC 0.00% No change 41 $13K
Keating Financial Advisory Services, Inc. 0.00% — 41 $13K
Purpose Unlimited Inc. 0.00% — 39 $13K
Salomon & Ludwin, LLC 0.00% Reduce -46.9% 34 $11K
Aspect Partners, LLC 0.00% Add +3.0% 34 $11K
Murphy & Mullick Capital Management Corp 0.01% No change 32 $11K
Rossby Financial, LCC 0.00% Add +39.1% 32 $11K
Princeton Global Asset Management LLC 0.00% No change 32 $11K
Torren Management, LLC 0.01% — 31 $10K
Meeder Asset Management Inc. 0.00% Add +3.6% 29 $10K
Smithfield Trust Co 0.00% No change 26 $9K
Basecamp Wealth Advisors LLC 0.00% — 27 $9K
Clearstead Trust, LLC 0.00% Reduce -22.9% 27 $9K
Steigerwald, Gordon & Koch Inc. 0.00% New 27 $9K
Abound Wealth Management 0.00% No change 26 $9K
Anfield Capital Management, LLC 0.00% No change 26 $9K
Wealth Enhancement Trust Services, Inc. 0.00% — 26 $9K
Nemes Rush Group LLC 0.00% Add +766.7% 26 $9K
Harbour Investments, Inc. 0.00% Add +30.0% 26 $9K
Geneos Wealth Management Inc. 0.00% No change 26 $9K
Virtus Advisers, LLC 0.00% No change 25 $8K
SouthState Bank Corp 0.00% Add +242.9% 24 $8K
Elevation Wealth Partners, LLC 0.00% Add +283.3% 23 $8K
Kemnay Advisory Services Inc. 0.00% New 23 $8K
MCF Advisors LLC 0.00% Add +100.0% 22 $7K
Nova Wealth Management, Inc. 0.00% No change 21 $7K
Howard Hughes Medical Institute 0.00% No change 21 $7K
Raffa Wealth Management, LLC 0.00% No change 21 $7K
Colonial Trust Co / SC 0.00% No change 20 $7K
Ares Financial Consulting, LLC 0.01% — 19 $6K
Financial Management Professionals, Inc. 0.00% No change 19 $6K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.7% 28 $6K
Avion Wealth 0.00% Reduce -25.9% 20 $6K
IMG Wealth Management, Inc. 0.00% New 18 $6K
Asset Dedication, LLC 0.00% No change 18 $6K
Kohmann Bosshard Financial Services, LLC 0.00% New 18 $6K
SHP Wealth Management 0.00% — 17 $6K
Activest Wealth Management 0.00% Reduce -15.0% 17 $6K
Westfuller Advisors, LLC 0.00% No change 16 $5K
SJS Investment Consulting Inc. 0.00% Add +114.3% 15 $5K
Legacy Bridge, LLC 0.00% New 14 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 14 $5K
Hughes Financial Services, LLC 0.00% Reduce -6.7% 14 $5K
Cornerstone Financial Management LLC 0.00% — 13 $4K
Highline Wealth Partners LLC 0.00% No change 13 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -40.9% 13 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 12 $4K
Bravera Wealth 0.00% — 12 $4K
Wealth Watch Advisors, INC 0.00% Reduce -26.7% 11 $4K
Dunhill Financial, LLC 0.00% Add +11.1% 10 $3K
Optima Capital LLC 0.00% New 10 $3K
Strengthening Families & Communities, LLC 0.00% No change 10 $3K
Wilkerson Advisory Group LLC 0.00% — 10 $3K
True Wealth Design, LLC 0.00% Reduce -65.4% 9 $3K
Tompkins Financial Corp. 0.00% No change 9 $3K
Hollencrest Capital Management 0.00% No change 8 $3K
Sound Income Strategies, LLC 0.00% New 7 $2K
Sachetta, LLC 0.00% New 7 $2K
Clayton Financial Group LLC 0.00% New 7 $2K
Rialto Wealth Management, LLC 0.00% Add +16.7% 7 $2K
Physician Wealth Advisors, Inc. 0.00% Reduce -83.3% 7 $2K
Anchor Investment Management, LLC 0.00% No change 7 $2K
SBI Securities Co., Ltd. 0.00% Add +600.0% 7 $2K
CoreCap Advisors, LLC 0.00% Reduce -30.0% 7 $2K
First Command Advisory Services, Inc. 0.00% No change 7 $2K
Nalls Sherbakoff Group, LLC 0.00% No change 6 $2K
Clark Wealth Partners 0.00% No change 6 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 5 $2K
Signature Equity Partners, LLC 0.00% — 5 $2K
1015 Capital Partners, LLC 0.00% — 5 $2K
WPG Advisers, LLC 0.00% No change 5 $2K
Principia Wealth Advisory, LLC 0.00% Add +66.7% 5 $2K
Kilter Group LLC 0.00% Add +25.0% 5 $2K
HFM Investment Advisors, LLC 0.00% No change 5 $2K
Aventura Private Wealth, LLC 0.00% No change 5 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 5 $2K
TD Waterhouse Canada Inc. 0.00% Reduce -99.8% 5 $2K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 5 $2K
Prosperity Bancshares Inc 0.00% — 4 $1K
Glen Eagle Advisors, LLC 0.00% Reduce -55.6% 4 $1K
Bogart Wealth, LLC 0.00% Reduce -42.9% 4 $1K
Valued Wealth Advisors LLC 0.00% No change 3 $989
Prestige Wealth Management Group LLC 0.00% No change 3 $989
Sunrise Financial Services, LLC 0.00% — 3 $986
American Capital Advisory, LLC 0.00% No change 3 $986
Key Financial Inc 0.00% Reduce -75.0% 3 $986
DecisionPoint Financial, LLC 0.00% No change 3 $986
Sunbelt Securities, Inc. 0.00% No change 3 $986
WestEnd Advisors, LLC 0.00% No change 3 $986
Seneschal Advisors, LLC 0.00% No change 2 $658
NorthAvenue LLC 0.00% — 2 $658
West Branch Capital LLC 0.00% No change 2 $658
Toth Financial Advisory Corp. 0.00% New 2 $658
Arcadia Investment Management Corp. 0.00% New 2 $658
Quattro Advisors LLC 0.00% — 2 $657
Bare Financial Services, Inc 0.00% No change 2 $657
Nvwm, LLC 0.00% No change 2 $657
Creative Financial Designs Inc. 0.00% No change 2 $657
North Star Investment Management Corp. 0.00% New 2 $657
Quaker Wealth Management, LLC 0.00% No change 1 $329
Chilton Capital Management LLC 0.00% New 1 $329
Eastern Bank 0.00% New 1 $329
Leonteq Securities AG 0.00% New 1 $329
Private Wealth Asset Management, LLC 0.00% No change 1 $329
Turning Point Benefit Group, Inc. 0.00% No change 1 $328
Y.D. More Investments Ltd 0.00% Reduce -11.5% 69 $119

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