Willis Towers WatsonWTW

13F holders, Q1 2026 (March 31)
724holders −27
87new positions
113sold out
12famous investors
$300.43avg. 13F price*

At the end of Q1 2026, 724 institutions reported holding Willis Towers Watson PLC (WTW) in their 13F filings, down 27 from Q4 2025. 87 opened new positions and 113 sold out. The largest holders were Massachusetts Financial Services Co. ($2.6B), BlackRock, Inc. ($2.4B) and Dodge & Cox ($2.1B). 12 famous investors held it, including Seth Klarman (5.1% of Baupost Group's portfolio), David Abrams (4.5% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions87$188.5M
Exits113$300.8M

All 13F filers, Q4 2025 → Q1 2026: 6,136,792 shares bought and 7,934,482 shares sold, net −1,797,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 724 holders

Massachusetts Financial Services Co. 0.87% Reduce -1.8% 5,867,533 $2.6B
BlackRock, Inc. 0.04% Reduce -4.2% 8,113,226 $2.4B
Dodge & Cox 1.17% Add +5.9% 7,332,414 $2.1B
Vanguard Capital Management LLC 0.04% — 6,164,853 $1.8B
Harris Associates (Oakmark Funds) 2.34% Add +7.2% 6,017,682 $1.7B
First Eagle Investment Management, LLC 2.14% Add +2.1% 4,339,361 $1.3B
State Street Corp. 0.04% Reduce -0.2% 4,216,835 $1.2B
Vanguard Portfolio Management LLC 0.06% — 4,056,990 $1.2B
Artisan Partners Limited Partnership 1.80% Add +9.4% 3,786,617 $1.1B
Geode Capital Management, LLC 0.05% Add +1.7% 2,589,972 $750.1M
Invesco Ltd. 0.07% Add +5.2% 2,327,401 $676.6M
FMR LLC 0.03% Reduce -2.8% 2,153,728 $626.1M
Victory Capital Management Inc. 0.26% Add +7.7% 1,360,892 $397.0M
Alliancebernstein L.P. 0.11% Add +7.2% 991,158 $325.7M
Northern Trust Corp. 0.04% Reduce -0.7% 1,098,885 $319.4M
T. Rowe Price Associates Inc. 0.03% Add +52.0% 1,010,073 $293.6M
Dimensional Fund Advisors LP 0.06% Add +1.2% 1,000,558 $290.9M
Goldman Sachs Group Inc. 0.04% Add +43.1% 935,744 $272.0M
Janus Henderson Group PLC 0.13% Add +1.0% 903,762 $262.7M
Bank of Montreal 0.11% Reduce -4.7% 897,019 $260.8M
Baupost Group 5.08% Reduce -34.2% 893,126 $259.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +0.5% 870,725 $253.1M
Morgan Stanley 0.01% Reduce -13.6% 814,668 $236.8M
Abrams Capital Management 4.52% No change 720,779 $209.5M
Legal & General Group Plc 0.05% Add +1.4% 699,955 $203.5M
T. Rowe Price Investment Management, Inc. 0.14% Reduce -80.7% 675,402 $196.3M
Charles Schwab Investment Management Inc. 0.03% Add +2.8% 618,416 $179.8M
Altrinsic Global Advisors LLC 6.31% Add +19.6% 606,354 $176.3M
Citadel Advisors 0.12% Add +2591.9% 574,298 $166.9M
Vanguard Fiduciary Trust Co. 0.04% — 534,847 $155.5M
Bank of New York Mellon Corp 0.03% Add +6.5% 505,357 $146.9M
River Road Asset Management, LLC 1.60% Add +42.4% 484,993 $141.0M
Bank of America Corp. 0.01% Reduce -12.0% 474,881 $138.0M
American Century Companies Inc. 0.07% Reduce -27.9% 464,366 $135.0M
Franklin Resources Inc. 0.03% Add +697.4% 407,859 $118.6M
Amundi 0.03% Add +14.1% 365,952 $106.4M
Parnassus Investments, LLC 0.31% Add +2.1% 365,225 $106.2M
Deutsche Bank AG 0.03% Add +4.5% 351,769 $102.3M
Balyasny Asset Management L.P. 0.20% Reduce -21.9% 338,086 $98.3M
Crawford Investment Counsel Inc. 1.65% Reduce -0.2% 330,769 $96.2M
Arrowstreet Capital, Limited Partnership 0.05% Add +183.7% 316,158 $91.9M
Brandes Investment Partners, LP 0.62% Add +8.5% 299,036 $86.9M
Johnson Investment Counsel Inc. 0.68% Add +1.3% 288,056 $83.7M
AQR Capital Management 0.04% Add +76.5% 287,134 $83.2M
Barclays PLC 0.03% Reduce -29.8% 283,389 $82.4M
UBS Group AG 0.01% Reduce -8.3% 281,850 $81.9M
Swiss National Bank 0.05% Add +5.1% 281,010 $81.7M
JPMorgan Chase & Co. 0.01% Reduce -10.1% 271,647 $78.7M
Nuveen, LLC 0.02% Reduce -15.0% 269,654 $78.4M
BNP Paribas Financial Markets 0.05% Add +16.2% 265,601 $77.2M
Sei Investments Co. 0.07% Add +0.9% 265,556 $77.2M
Squarepoint Ops LLC 0.17% Add +821.7% 263,090 $76.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -7.5% 221,433 $64.4M
California Public Employees Retirement System 0.04% Reduce -12.4% 218,825 $63.6M
Barrow Hanley Mewhinney & Strauss LLC 0.21% Reduce -71.0% 216,026 $62.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +5.3% 215,350 $62.6M
Vanguard Global Advisers, LLC 0.03% — 208,771 $60.7M
Russell Investments Group, Ltd. 0.06% Add +1.8% 205,262 $59.6M
HSBC Holdings PLC 0.03% Add +86.7% 190,955 $55.5M
Cortland Associates Inc. 7.52% Reduce -3.5% 180,326 $52.4M
Rhumbline Advisers 0.04% Reduce -1.6% 173,577 $50.5M
Citigroup Inc. 0.03% Add +41.7% 166,638 $48.4M
Point72 Asset Management 0.09% Add +347.3% 164,284 $47.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% — 162,214 $47.2M
Raymond James Financial Inc. 0.01% Add +10.4% 157,509 $45.8M
First Trust Advisors LP 0.03% Add +19.1% 154,214 $44.8M
California State Teachers Retirement System 0.05% Reduce -3.3% 153,370 $44.6M
National Pension Service 0.03% Reduce -6.7% 148,114 $43.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.24% Add +101.8% 133,204 $38.7M
Prana Capital Management, LP 1.09% New 122,661 $35.7M
Korea Investment CORP 0.07% Add +366.7% 121,643 $35.4M
Exchange Traded Concepts, LLC 0.27% Add +98.8% 121,008 $35.2M
Adage Capital Partners Gp, L.L.C. 0.05% Add +80.8% 120,188 $34.9M
Canada Pension Plan Investment Board 0.02% Add +14.5% 118,032 $34.3M
Principal Financial Group Inc. 0.02% Add +1.4% 113,522 $33.0M
Renaissance Technologies 0.05% New 103,400 $30.1M
New South Capital Management Inc. 1.42% Reduce -1.9% 101,926 $29.6M
Cidel Asset Management Inc. 1.60% Reduce -22.6% 100,725 $29.3M
Gotham Asset Management 0.09% Reduce -12.8% 97,616 $28.4M
Natixis Advisors, LLC 0.04% Reduce -43.7% 96,603 $28.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +9.8% 91,926 $26.7M
GFS Advisors, LLC 1.71% New 191,120 $26.4M
Danske Bank A/S 0.06% Add +22.3% 88,818 $25.8M
Woodline Partners LP 0.10% Add +4807.6% 87,600 $25.5M
Baron Capital (BAMCO) 0.08% Reduce -0.5% 85,918 $25.0M
State Board of Administration of Florida Retirement System 0.05% Reduce -1.1% 85,545 $24.9M
Aviva PLC 0.04% Add +0.2% 84,173 $24.5M
Deroy & Devereaux Private Investment Counsel Inc. 1.18% Reduce -0.3% 83,852 $24.4M
CANADA LIFE ASSURANCE Co 0.04% Add +1.3% 82,279 $24.0M
Alberta Investment Management Corp 0.16% Reduce -43.0% 80,000 $23.3M
Royal Bank of Canada 0.00% Reduce -53.9% 76,235 $22.2M
Aberdeen Group plc 0.04% Add +3.9% 75,523 $22.0M
Brown Advisory Inc. 0.04% Add +9.4% 75,163 $21.8M
AMF Tjanstepension AB 0.13% Add +3.0% 69,828 $20.3M
Westport Asset Management Inc. 8.89% No change 69,234 $20.1M
New York State Common Retirement Fund 0.03% Reduce -2.2% 67,920 $19.7M
New York State Teachers Retirement System 0.04% Reduce -0.7% 66,200 $19.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +13.3% 63,285 $18.4M
Eventide Asset Management, LLC 0.30% New 63,113 $18.3M
Storebrand Asset Management As 0.05% Reduce -13.7% 62,879 $18.3M
FIL Ltd 0.01% Add +95.6% 62,371 $18.1M
Envestnet Asset Management Inc. 0.00% Reduce -26.9% 62,166 $18.1M
Intech Investment Management LLC 0.18% Add +207.4% 61,496 $17.9M
Nomura Asset Management International Inc. 0.03% Reduce -3.7% 60,128 $17.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +59.0% 59,338 $17.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -3.8% 57,640 $16.8M
Public Sector Pension Investment Board 0.05% Add +134.1% 57,036 $16.6M
APG Asset Management N.V. 0.05% Reduce -4.0% 65,360 $16.5M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +0.3% 55,867 $16.2M
SG Americas Securities, LLC 0.02% Reduce -9.3% 55,479 $16.1M
KLP Kapitalforvaltning As 0.06% No change 54,975 $16.0M
Mackenzie Financial Corp. 0.02% Add +42.1% 53,411 $15.5M
Pictet Asset Management Holding SA 0.02% Reduce -0.2% 53,354 $15.5M
State of Wisconsin Investment Board 0.03% Add +1.5% 51,262 $14.9M
Jones Financial Companies LLLP 0.01% Add +1665.8% 51,366 $14.5M
Quantinno Capital Management LP 0.02% Add +19.5% 47,723 $13.9M
Vanguard Investments Australia, Ltd. 0.04% — 47,534 $13.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -8.4% 46,897 $13.6M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -3.5% 46,864 $13.6M
Ameriprise Financial Inc. 0.00% Reduce -42.9% 44,908 $13.1M
Neuberger Berman Group LLC 0.01% Add +353.9% 44,050 $12.8M
Royal London Asset Management Ltd. 0.03% Reduce -1.2% 44,028 $12.8M
CIBC Asset Management Inc 0.03% Reduce -15.2% 42,465 $12.3M
Wells Fargo & Company 0.00% Reduce -17.7% 42,250 $12.3M
Teacher Retirement System of Texas 0.05% Add +985.1% 42,103 $12.2M
Asset Management One Co., Ltd. 0.04% Reduce -3.4% 42,008 $12.2M
Vident Advisory, LLC 0.10% Add +42.6% 41,968 $12.2M
Treasurer of the State of North Carolina 0.04% Add +2.2% 40,975 $11.9M
Man Group plc 0.03% Add +187.7% 40,942 $11.9M
National Bank of Canada 0.01% Add +62.7% 40,877 $11.9M
Clearbridge Investments, LLC 0.01% Reduce -9.5% 39,963 $11.6M
Federated Hermes, Inc. 0.02% Add +25.3% 38,231 $11.1M
Varma Mutual Pension Insurance Co 0.06% No change 37,900 $11.0M
Mn Services Vermogensbeheer B.V. 0.07% No change 37,854 $11.0M
LPL Financial LLC 0.00% Add +6.9% 37,459 $10.9M
SEB Asset Management AB 0.05% — 37,133 $10.8M
Parkwood LLC 0.95% Reduce -26.3% 36,921 $10.7M
TD Asset Management Inc 0.01% Reduce -10.9% 36,692 $10.7M
Kingsview Wealth Management, LLC 0.15% Add +37.0% 36,676 $10.7M
State of Tennessee, Department of Treasury 0.03% No change 35,715 $10.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.16% Add +45.6% 35,669 $10.4M
Schonfeld Strategic Advisors LLC 0.08% New 35,473 $10.3M
M&G PLC 0.05% Reduce -8.4% 35,153 $10.2M
Leeward Investments, LLC - MA 0.50% Reduce -3.3% 34,715 $10.1M
Nomura Asset Management Co. Ltd. 0.03% Reduce -2.1% 34,526 $10.0M
Capital Fund Management S.A. 0.09% Add +81.3% 33,299 $9.7M
Exencial Wealth Advisors, LLC 0.30% Reduce -3.5% 33,105 $9.6M
State of New Jersey Common Pension Fund D 0.04% Reduce -3.2% 32,641 $9.5M
Chesley Taft & Associates LLC 0.39% Reduce -0.2% 32,406 $9.4M
Hosking Partners LLP 0.34% No change 32,227 $9.4M
Clarkston Capital Partners, LLC 0.71% Reduce -89.4% 32,180 $9.4M
Credit Agricole S A 0.03% Add +49.1% 31,947 $9.3M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Add +0.5% 31,223 $9.1M
Thompson Siegel & Walmsley LLC 0.16% Add +0.5% 31,050 $9.0M
DekaBank Deutsche Girozentrale 0.01% No change 30,437 $9.0M
Resona Asset Management Co.,Ltd. 0.04% Reduce -1.7% 30,801 $9.0M
Northwest & Ethical Investments L.P. 0.20% Add +7.5% 29,703 $8.6M
Public Employees Retirement System of Ohio 0.03% Reduce -5.8% 29,283 $8.5M
CIBC Bancorp USA Inc. 0.01% — 28,824 $8.4M
Schroder Investment Management Group 0.01% Reduce -2.9% 28,914 $8.3M
Tredje AP-fonden 0.04% Reduce -32.0% 28,249 $8.2M
Focus Partners Wealth 0.01% Add +22.8% 26,671 $7.7M
Arizona State Retirement System 0.04% Reduce -2.7% 26,017 $7.6M
Czech National Bank 0.05% Add +2.6% 25,895 $7.5M
State of Michigan Retirement System 0.04% Reduce -1.1% 25,692 $7.5M
Woodbridge Co Ltd 0.03% No change 25,234 $7.3M
Handelsbanken Fonder AB 0.02% Reduce -19.9% 25,148 $7.3M
Daiwa Securities Group Inc. 0.02% Reduce -4.7% 24,380 $7.1M
Olstein Capital Management, L.P. 1.48% Add +54.0% 23,400 $6.8M
Rafferty Asset Management, LLC 0.03% Reduce -20.9% 23,115 $6.7M
CI Investments Inc. 0.03% Reduce -62.0% 22,990 $6.7M
Bridgewater Associates 0.03% Reduce -50.3% 22,294 $6.5M
MetLife Investment Management, LLC 0.03% Reduce -3.2% 22,225 $6.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.6% 22,148 $6.4M
Rockefeller Capital Management L.P. 0.01% Reduce -84.9% 21,522 $6.3M
Jain Global LLC 0.08% Reduce -58.2% 20,991 $6.1M
Y-Intercept (Hong Kong) Ltd 0.12% New 20,913 $6.1M
Huntington National Bank 0.04% Reduce -0.8% 20,626 $6.0M
DNB Asset Management AS 0.02% Add +2.1% 20,370 $5.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +13.4% 20,194 $5.9M
Retirement Systems of Alabama 0.02% Reduce -0.9% 20,191 $5.9M
Callahan Advisors, LLC 0.48% Add +15.4% 19,928 $5.8M
Dakota Wealth Management 0.12% Reduce -11.3% 19,667 $5.7M
Eurizon Capital SGR S.p.A. 0.02% New 19,601 $5.7M
Elo Mutual Pension Insurance Co 0.09% Add +72.1% 19,494 $5.7M
Wealthfront Advisers LLC 0.01% Add +12.9% 19,493 $5.7M
KBC Group NV 0.01% Add +1.1% 19,465 $5.7M
Cerity Partners LLC 0.01% Reduce -45.6% 19,460 $5.7M
Polen Capital Management LLC 0.04% Reduce -29.4% 19,376 $5.6M
IFM Investors Pty Ltd 0.05% Add +0.3% 19,366 $5.6M
ProShare Advisors LLC 0.01% Reduce -4.8% 19,354 $5.6M
Creative Planning 0.00% Add +37.1% 19,318 $5.6M
Voya Investment Management LLC 0.01% Reduce -0.7% 18,811 $5.5M
PFA Pension, Forsikringsaktieselskab 0.02% Add +0.3% 18,535 $5.4M
Xponance LLC 0.04% Reduce -1.6% 18,416 $5.4M
Federation des caisses Desjardins du Quebec 0.02% Add +3.4% 18,306 $5.3M
Interval Partners, LP 0.18% Reduce -17.3% 18,061 $5.3M
USS Investment Management Ltd 0.02% Add +9.3% 17,692 $5.1M
Sendero Wealth Management, LLC 0.57% Add +2.8% 17,584 $5.1M
Timber Creek Capital Management LLC 1.24% Reduce -7.2% 17,546 $5.1M
Louisbourg Investments Inc. 0.96% Add +20.2% 22,466 $5.1M
Foyston, Gordon & Payne Inc 1.16% Add +0.3% 17,240 $5.0M
Amalgamated Bank 0.04% Reduce -2.5% 17,196 $5.0M
Stifel Financial Corp. 0.00% Reduce -14.8% 17,174 $5.0M
D.A. Davidson & Co. 0.03% Add +13.5% 16,648 $4.8M
Daiichi Life Insurance Co., Ltd. 0.14% Reduce -9.3% 16,591 $4.8M
Marathon Capital Management 1.08% Reduce -0.2% 16,542 $4.8M
PNC Financial Services Group, Inc. 0.00% Reduce -19.2% 16,338 $4.7M
Impax Asset Management Group plc 0.03% Reduce -10.6% 15,903 $4.6M
Utah Retirement Systems 0.05% Reduce -3.1% 15,555 $4.5M
Ensign Peak Advisors, Inc 0.01% Reduce -58.1% 15,307 $4.4M
Bank of Nova Scotia 0.01% Reduce -9.1% 14,782 $4.3M
NEOS Investment Management LLC 0.02% Add +0.6% 14,728 $4.3M
Police & Firemen's Retirement System of New Jersey 0.04% Add +0.3% 14,582 $4.2M
Macquarie Group Ltd. 0.02% Reduce -32.3% 14,331 $4.2M
Canoe Financial LP 0.06% Reduce -94.6% 14,116 $4.1M
Financial Engines Advisors L.L.C. 0.01% Reduce -0.4% 14,032 $4.1M
Heartland Advisors Inc. 0.21% Reduce -11.3% 13,842 $4.0M
Swedbank AB 0.00% Reduce -3.5% 13,634 $4.0M
Arq Wealth Advisors, LLC 0.71% Add +891.4% 13,552 $3.9M
Yousif Capital Management, LLC 0.05% Reduce -0.8% 13,487 $3.9M
Sone Capital Management, LLC 0.33% New 13,437 $3.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -23.6% 13,201 $3.8M
Vestmark Advisory Solutions, Inc. 0.04% Add +6.4% 12,988 $3.8M
Engineers Gate Manager LP 0.05% Add +421.2% 12,858 $3.7M
Ethic Inc. 0.06% Reduce -8.3% 12,808 $3.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% No change 12,802 $3.7M
Tidal Investments LLC 0.01% New 12,755 $3.7M
IFC Advisors LLC 0.51% Add +0.6% 12,203 $3.5M
Agf Management Ltd. 0.02% Add +23.6% 11,973 $3.5M
US Bancorp \de 0.00% Reduce -0.3% 11,686 $3.4M
Numerai GP LLC 0.34% New 11,573 $3.4M
Aquatic Capital Management LLC 0.10% New 11,567 $3.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.8% 11,206 $3.3M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -14.5% 10,975 $3.2M
Susquehanna International Group, LLP 0.00% Reduce -44.9% 10,921 $3.2M
Hohimer Wealth Management, LLC 0.39% New 10,898 $3.2M
Oregon Public Employees Retirement Fund 0.04% Reduce -0.7% 10,876 $3.2M
London Co. of Virginia 0.02% Add +3.6% 10,865 $3.2M
Murphy Pohlad Asset Management LLC 1.12% Reduce -0.7% 10,795 $3.1M
O'shaughnessy Asset Management, LLC 0.02% Add +27.5% 10,429 $3.0M
Pathstone Holdings, LLC 0.01% Add +4.4% 10,190 $3.0M
AMG National Trust Bank 0.06% Add +10.4% 10,120 $2.9M
Mutual of America Capital Management LLC 0.03% Reduce -1.6% 10,113 $2.9M
Ostrum Asset Management 0.16% Add +84.8% 10,076 $2.9M
Nordea Investment Management AB 0.00% Add +0.2% 10,140 $2.9M
Mercer Global Advisors Inc. 0.00% Add +11.3% 9,841 $2.9M
Allstate Corp. 0.03% Add +21.3% 9,640 $2.8M
Ieq Capital, LLC 0.01% Add +829.4% 9,601 $2.8M
New Vernon Investment Management LLC 2.94% Reduce -50.0% 9,533 $2.8M
Summit Trail Advisors, LLC 0.04% Add +5.5% 9,530 $2.8M
Public Employees Retirement Association of Colorado 0.01% No change 9,523 $2.8M
Nisa Investment Advisors, LLC 0.01% Reduce -5.5% 9,411 $2.7M
ASR Vermogensbeheer N.V. 0.03% Add +1.5% 9,442 $2.7M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -16.5% 9,464 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -1.6% 9,339 $2.7M
Orion Porfolio Solutions, LLC 0.02% Add +19.1% 9,228 $2.7M
FORA Capital, LLC 0.20% New 9,194 $2.7M
Avanza Fonder AB 0.07% No change 9,128 $2.7M
Tocqueville Asset Management L.P. 0.04% Reduce -3.7% 8,824 $2.6M
Baird Financial Group, Inc. 0.00% Add +0.5% 8,804 $2.6M
Empowered Funds, LLC 0.02% Add +71.2% 8,696 $2.5M
Aigen Investment Management, LP 0.64% New 8,578 $2.5M
Sustainable Insight Capital Management, LLC 0.83% New 8,482 $2.5M
M&T Bank Corp 0.01% Reduce -2.3% 8,412 $2.4M
Prudential Financial Inc. 0.00% Reduce -16.7% 8,405 $2.4M
Millennium Management 0.00% Reduce -69.3% 8,250 $2.4M
Pacer Advisors, Inc. 0.01% Reduce -22.8% 8,206 $2.4M
Cary Street Partners Financial LLC 0.06% Reduce -5.3% 8,119 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% No change 7,878 $2.3M
South Shore Capital Advisors 1.65% Reduce -3.8% 7,773 $2.3M
ExodusPoint Capital Management, LP 0.02% New 7,733 $2.2M
Live Oak Private Wealth LLC 0.31% Add +6.7% 7,633 $2.2M
Montag A & Associates Inc. 0.10% Reduce -10.9% 7,606 $2.2M
Stratos Wealth Partners, LTD. 0.03% Reduce -2.4% 7,613 $2.2M
Quantitative Investment Management, LLC 0.22% New 7,431 $2.2M
Gulf International Bank (UK) Ltd 0.05% Add +50.7% 7,373 $2.1M
Mariner, LLC 0.00% Add +30.3% 7,234 $2.1M
Corient Private Wealth LP 0.00% Add +3.9% 7,306 $2.0M
Investment Management Corp of Ontario 0.03% Add +4.3% 6,870 $2.0M
Accretive Wealth Partners, LLC 0.55% Add +0.6% 6,739 $2.0M
Wellington Management Group LLP 0.00% Reduce -98.2% 6,729 $2.0M
HighTower Advisors, LLC 0.00% Reduce -56.6% 6,601 $1.9M
NewEdge Advisors, LLC 0.01% Add +74.2% 6,299 $1.8M
Blair William & Co. 0.01% Reduce -1.9% 6,198 $1.8M
Banque Cantonale Vaudoise 0.07% Reduce -34.8% 6,118 $1.8M
EP Wealth Advisors, LLC 0.01% Reduce -1.0% 6,106 $1.8M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +57.8% 5,974 $1.7M
Metis Global Partners, LLC 0.04% Reduce -10.0% 5,886 $1.7M
Mizuho Securities USA LLC 0.04% Reduce -17.6% 5,748 $1.7M
Brevan Howard Capital Management LP 0.02% New 5,627 $1.6M
Generali Asset Management SPA SGR 0.03% Reduce -34.6% 5,472 $1.6M
Figure 8 Investment Strategies LLC 1.54% Reduce -2.9% 5,428 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -87.7% 5,413 $1.6M
Norinchukin Bank, The 0.02% Reduce -1.6% 5,337 $1.6M
Illinois Municipal Retirement Fund 0.02% New 5,289 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.6% 5,281 $1.5M
Cwm, LLC 0.00% Add +6.0% 5,195 $1.5M
WINTON GROUP Ltd 0.05% Reduce -12.8% 5,130 $1.5M
RBF Capital, LLC 0.07% No change 5,000 $1.5M
Fifth Third Bancorp 0.00% Reduce -10.2% 4,845 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -2.0% 4,800 $1.4M
MML Investors Services, LLC 0.00% Reduce -6.6% 4,746 $1.4M
Gsa Capital Partners LLP 0.09% New 4,741 $1.4M
Atria Investments, Inc 0.02% Add +23.1% 4,716 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -5.1% 4,682 $1.4M
OMERS ADMINISTRATION Corp 0.01% Add +26.1% 4,653 $1.4M
Allianz Asset Management GmbH 0.00% Add +13.5% 4,623 $1.3M
Jane Street Group, LLC 0.00% Reduce -12.5% 4,614 $1.3M
Ameritas Investment Partners, Inc. 0.04% Add +1.4% 4,505 $1.3M
New Mexico Educational Retirement Board 0.04% No change 4,500 $1.3M
SRH Advisors, LLC 0.37% No change 4,486 $1.3M
Cetera Investment Advisers 0.00% Reduce -9.7% 4,382 $1.3M
Osmosis Investment Management UK Ltd 0.03% Reduce -50.9% 4,361 $1.3M
Truist Financial Corp. 0.00% Reduce -50.5% 4,303 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.6% 4,321 $1.2M
Nomura Holdings Inc. 0.01% Reduce -0.8% 4,254 $1.2M
Abn Amro Investment Solutions 0.02% New 4,234 $1.2M
Callan Family Office, LLC 0.03% Reduce -2.4% 4,173 $1.2M
Glenmede Trust Co. NA 0.01% Add +134.3% 4,166 $1.2M
Advisors Capital Management, LLC 0.01% Reduce -5.2% 4,113 $1.2M
Empower Advisory Group, LLC 0.00% Add +128.9% 3,983 $1.2M
XTX Topco Ltd 0.02% Reduce -84.7% 3,963 $1.2M
Commerce Bank 0.01% Reduce -1.4% 3,959 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +18.1% 3,928 $1.1M
Legacy Financial Advisors, Inc. 0.16% Add +2.9% 3,925 $1.1M
MUFG Securities EMEA plc 0.02% Reduce -0.7% 3,898 $1.1M
Andra AP-fonden 0.01% New 3,876 $1.1M
Campbell & CO Investment Adviser LLC 0.06% New 3,842 $1.1M
Hunter Associates Investment Management LLC 0.15% No change 3,830 $1.1M
Game Creek Capital, LP 0.42% Reduce -39.8% 3,750 $1.1M
Assenagon Asset Management S.A. 0.00% Reduce -3.5% 3,674 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +0.4% 3,666 $1.1M
Norden Group LLC 0.10% New 3,665 $1.1M
Praxis Investment Management Inc. 0.06% Add +34.3% 3,661 $1.1M
Captrust Financial Advisors 0.00% Reduce -0.6% 3,625 $1.1M
Saudi Central Bank 0.02% New 3,534 $1.0M
Panagora Asset Management Inc. 0.00% Reduce -0.8% 3,527 $1.0M
Ossiam 0.02% Add +17.4% 3,490 $1.0M
Hamilton Capital Partners Inc. 0.03% Add +272.6% 3,469 $1.0M
Osaic Holdings, Inc. 0.00% Add +3.4% 3,430 $998K
Sterling Capital Management LLC 0.02% Reduce -41.9% 3,421 $994K
Axq Capital, LP 0.12% New 3,321 $965K
AlTi Global, Inc. 0.02% Reduce -0.1% 3,299 $962K
HB Wealth Management, LLC 0.01% Add +2.3% 3,243 $943K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 3,233 $940K
Dynamic Technology Lab Private Ltd 0.15% New 3,223 $937K
Horizon Investments, LLC 0.01% Add +2.2% 3,206 $932K
Tempo Wealth, LLC 0.16% No change 3,178 $924K
Portside Wealth Group, LLC 0.12% New 3,153 $917K
Mesirow Financial Investment Management, Inc. 0.01% Add +23.1% 3,085 $897K
Vise Technologies, Inc. 0.02% No change 2,706 $889K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.4% 3,026 $880K
Occudo Quantitative Strategies LP 0.05% Add +68.3% 3,371 $864K
Intrust Bank NA 0.07% Add +12.2% 2,962 $861K
Calder Financial LLC 0.85% No change 2,991 $860K
Fox Run Management, L.L.C. 0.15% New 2,943 $853K
Fortress Private Ledger, LLC 0.26% Add +8.5% 2,902 $844K
Mediolanum International Funds Ltd 0.01% New 2,907 $842K
Choreo, LLC 0.01% Reduce -2.8% 2,862 $835K
Gabelli Funds LLC 0.01% Add +7.7% 2,800 $814K
Two Sigma Investments, LP 0.00% No change 2,800 $814K
North Dakota State Investment Board 0.03% Reduce -17.5% 2,767 $804K
LMCG Investments, LLC 0.05% No change 2,755 $801K
Tower Research Capital LLC (TRC) 0.02% Reduce -10.2% 2,740 $797K
South Dakota Investment Council 0.01% No change 2,695 $783K
Benjamin Edwards Inc. 0.01% Reduce -35.2% 2,660 $773K
Evelyn Partners Investment Management LLP 0.02% Add +10.0% 2,653 $771K
GAMMA Investing LLC 0.04% Reduce -22.7% 2,649 $770K
Mufg Securities Americas Inc. 0.05% Add +2.0% 2,631 $765K
Securian Asset Management, Inc. 0.03% No change 2,604 $757K
Savant Capital, LLC 0.00% Add +5.8% 2,603 $757K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 2,574 $748K
Kestra Private Wealth Services, LLC 0.01% Reduce -52.3% 2,561 $744K
Gateway Investment Advisers LLC 0.01% Reduce -38.7% 2,479 $721K
Keybank National Association 0.00% Add +9.0% 2,473 $719K
ASO GROUP Ltd 0.30% No change 2,469 $718K
Capitolis Liquid Global Markets LLC 0.00% — 2,450 $712K
V-Square Quantitative Management LLC 0.07% Add +2.1% 2,429 $706K
Washington Capital Management, Inc. 0.59% New 2,405 $699K
Sanctuary Advisors, LLC 0.00% Reduce -40.5% 2,401 $698K
Transcend Capital Advisors, LLC 0.06% Add +22.4% 2,400 $698K
Plato Investment Management Ltd 0.05% Add +75.9% 2,391 $695K
Clearstead Advisors, LLC 0.01% Reduce -22.2% 2,383 $693K
Rathbones Group PLC 0.00% Reduce -6.3% 2,361 $686K
Integrated Wealth Concepts LLC 0.01% New 2,353 $684K
S.E.E.D. Planning Group LLC 0.20% Reduce -0.4% 2,324 $676K
Prudential PLC 0.01% No change 2,321 $675K
Concurrent Investment Advisors, LLC 0.01% Add +12.5% 2,298 $668K
STRS Ohio 0.00% Reduce -85.5% 2,289 $665K
First Horizon Corp. 0.03% Add +2.3% 2,287 $665K
Moneta Group Investment Advisors LLC 0.01% Add +197.9% 2,282 $663K
Merit Financial Group, LLC 0.00% Add +2.6% 2,262 $657K
Storgate, LLC 0.51% Add +2.9% 2,241 $651K
Brighton Jones LLC 0.01% New 2,237 $650K
denkapparat Operations GmbH 0.27% New 2,234 $649K
First Manhattan Co. Llc. 0.00% Reduce -0.7% 2,189 $638K
Vontobel Holding Ltd. 0.00% Add +97.9% 2,153 $626K
Thoroughbred Financial Services, LLC 0.04% Add +0.1% 2,149 $624K
Lazard Asset Management LLC 0.00% Reduce -91.5% 2,143 $623K
QRG Capital Management, Inc. 0.01% Reduce -13.8% 2,127 $618K
Chicago Partners Investment Group LLC 0.01% Add +3.7% 2,087 $608K
Cresset Asset Management, LLC 0.00% Add +47.7% 2,075 $605K
FWL Investment Management, LLC 0.13% New 2,045 $594K
Ironwood Investment Counsel, LLC 0.08% Reduce -2.9% 1,999 $581K
SummitTX Capital, L.P. 0.02% Reduce -62.4% 1,990 $578K
Lester Murray Antman dba SimplyRich 0.15% Reduce -2.1% 1,973 $573K
Vestcor Inc 0.02% No change 1,963 $571K
Atlantic Union Bankshares Corp 0.01% Add +16.9% 1,963 $571K
Headlands Technologies LLC 0.06% New 1,951 $567K
Coldstream Capital Management Inc. 0.01% Add +0.4% 1,876 $545K
Saxon Interests, Inc. 0.18% Add +0.6% 1,842 $535K
Kestra Advisory Services, LLC 0.00% Reduce -14.0% 1,831 $532K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -5.5% 1,822 $531K
Stephens Inc. 0.01% Add +4.5% 1,821 $529K
Formidable Asset Management, LLC 0.08% Reduce -13.3% 1,588 $522K
Blue Trust, Inc. 0.01% Add +0.2% 1,788 $519K
Traphagen Investment Advisors LLC 0.04% No change 1,786 $519K
Caprock Group, LLC 0.01% Reduce -14.3% 1,762 $514K
Bell Investment Advisors, Inc 0.08% No change 1,756 $510K
Polymer Capital Management (US) LLC 0.07% New 1,742 $506K
Harbour Capital Advisors, LLC 0.10% Reduce -1.7% 1,713 $499K
Marks Group Wealth Management, Inc 0.05% Reduce -59.0% 1,700 $494K
Brooklyn Investment Group 0.01% Add +52.4% 1,654 $481K
GTS Securities LLC 0.02% Add +19.3% 1,648 $479K
Gibbs Wealth Management 0.06% Add +98.0% 1,647 $479K
Robeco Institutional Asset Management B.V. 0.00% Reduce -0.6% 1,638 $476K
Steward Partners Investment Advisory, LLC 0.00% Reduce -16.0% 1,637 $476K
Bessemer Group Inc. 0.00% Add +21.1% 1,640 $476K
Lido Advisors, LLC 0.00% Reduce -30.9% 1,631 $476K
MAI Capital Management 0.00% Add +45.8% 1,633 $475K
Riverpoint Wealth Management Holdings, LLC 0.10% Add +13.5% 1,630 $474K
Westerkirk Capital Inc. 0.05% No change 1,624 $472K
Ticino Wealth 0.16% Add +63.9% 1,406 $468K
Neville Rodie & Shaw Inc. 0.03% Reduce -5.9% 1,598 $465K
Syon Capital LLC 0.02% Reduce -14.0% 1,595 $464K
Fonville Wealth Management LLC 0.09% Add +0.2% 1,557 $453K
Siemens Fonds Invest GmbH 0.03% Reduce -1.0% 1,550 $451K
Guggenheim Capital LLC 0.00% New 1,537 $447K
Rothschild Investment LLC 0.02% Add +31.4% 1,535 $446K
DHJJ Financial Advisors, Ltd. 0.15% No change 1,535 $446K
3Chopt Investment Partners, LLC 0.10% Reduce -12.3% 1,528 $446K
TCW Group Inc. 0.00% Add +5.0% 1,518 $441K
Cladis Investment Advisory, LLC 0.24% No change 1,510 $439K
Cambridge Investment Research Advisors, Inc. 0.00% Add +15.9% 1,505 $437K
World Investment Advisors 0.01% Reduce -7.0% 1,471 $428K
Janney Montgomery Scott LLC 0.00% Reduce -50.9% 1,468 $427K
Central Pacific Bank - Trust Division 0.06% No change 1,450 $422K
Quadrant Capital Group LLC 0.01% Reduce -2.1% 1,450 $422K
DRW Securities, LLC 0.02% Reduce -24.9% 1,427 $415K
Ritholtz Wealth Management 0.01% Add +10.6% 1,403 $408K
Elevation Point Wealth Partners, LLC 0.01% Add +72.1% 1,384 $403K
Baader Bank Aktiengesellschaft 0.04% New 1,385 $403K
Hilton Head Capital Partners, LLC 0.23% Reduce -0.1% 1,380 $401K
Taikang Asset Management (Hong Kong) Co Ltd 0.04% Reduce -14.6% 1,366 $397K
Inceptionr LLC 0.10% New 1,363 $396K
EverSource Wealth Advisors, LLC 0.01% Add +42.9% 1,336 $389K
IMC-Chicago, LLC 0.01% New 1,326 $385K
United Asset Strategies, Inc. 0.03% No change 1,320 $384K
DAVENPORT & Co LLC 0.00% Reduce -7.7% 1,309 $381K
Townsquare Capital LLC 0.09% New 1,308 $380K
Beacon Pointe Advisors, LLC 0.00% Add +17.2% 1,280 $372K
Journey Retirement Planning & Investment Management LLC 0.33% New 1,271 $369K
MQS Management LLC 0.25% New 1,271 $369K
Rockland Trust Co. 0.01% Reduce -0.9% 1,266 $368K
Oak Thistle LLC 0.04% Reduce -68.0% 1,248 $363K
S-Bank Fund Management Ltd 0.05% Reduce -3.6% 1,240 $360K
Fidelis Capital Partners, LLC 0.03% Add +2.2% 1,232 $358K
Busey Bank 0.01% Reduce -3.5% 1,223 $356K
Voleon Capital Management LP 0.01% New 1,223 $356K
JM2 Capital Inc. 0.29% No change 1,197 $348K
PW Nova Financial Services LLC 0.09% New 1,196 $348K
R Squared Ltd 0.19% New 1,182 $344K
Evanson Asset Management, LLC 0.02% Reduce -1.6% 1,176 $342K
Alhambra Investment Management LLC 0.15% No change 1,147 $333K
Proficio Capital Partners LLC 0.02% Reduce -0.3% 1,134 $330K
Waverly Advisors, LLC 0.00% Reduce -3.8% 1,127 $327K
Ascentis Independent Advisors 0.02% New 1,122 $326K
Trust Asset Management LLC 0.02% No change 1,122 $326K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.3% 1,118 $325K
Mayflower Financial Advisors, LLC 0.04% Add +1.9% 1,116 $324K
Focus Financial Network, Inc. 0.01% New 1,108 $322K
Fifth Third Wealth Advisors LLC 0.01% Add +0.2% 1,108 $322K
Carlson Capital, L.P. 0.13% New 1,100 $320K
Jump Financial, LLC 0.01% New 1,098 $319K
Assetmark, Inc. 0.00% Reduce -84.6% 1,095 $318K
Virtu Financial LLC 0.01% New 1,075 $312K
Fielder Capital Group LLC 0.07% Add +3.9% 1,072 $311K
Connecticut Wealth Management, LLC 0.01% No change 1,069 $311K
Florida Trust Wealth Management Co 0.01% Reduce -13.3% 1,040 $302K
&partners 0.00% Reduce -28.1% 1,023 $297K
Applied Finance Capital Management, LLC 0.02% New 1,010 $294K
Aaron Wealth Advisors LLC 0.02% Reduce -47.0% 1,002 $291K
Greenleaf Trust 0.00% Reduce -3.3% 974 $283K
Seed Wealth Management, Inc. 0.19% No change 970 $282K
OpenArc Corporate Advisory, LLC 0.00% Add +8.0% 969 $282K
Summitry LLC 0.01% Add +11.2% 962 $280K
Checchi Capital Advisers, LLC 0.02% Add +31.0% 946 $275K
Farther Finance Advisors, LLC 0.00% Add +37.9% 954 $274K
Allworth Financial LP 0.00% Add +32.1% 942 $274K
Cassaday & Co Wealth Management LLC 0.01% Reduce -1.5% 936 $272K
CX Institutional 0.01% Reduce -20.4% 932 $271K
Wakefield Asset Management LLLP 0.07% No change 920 $267K
Cigna Investments Inc. 0.04% Reduce -3.9% 903 $263K
Park Avenue Securities LLC 0.00% Reduce -29.0% 904 $263K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -13.1% 905 $263K
Fisher Asset Management 0.00% Add +19.6% 896 $261K
Wedmont Private Capital 0.01% Reduce -2.3% 882 $257K
United Capital Financial Advisors, LLC 0.00% Add +18.6% 868 $252K
Seelaus Asset Management LLC 0.18% New 859 $250K
Pekin Hardy Strauss, Inc. 0.03% Reduce -26.8% 833 $242K
Red Door Wealth Management, LLC 0.02% Reduce -2.0% 824 $240K
Profund Advisors LLC 0.01% Reduce -17.6% 822 $239K
Citadel Investment Advisory, Inc. 0.11% No change 817 $238K
Waddell & Associates, LLC 0.01% New 804 $234K
Patton Fund Management, Inc. 0.04% Add +9.8% 799 $232K
iSAM Funds (UK) Ltd 0.11% New 797 $232K
Brown Brothers Harriman & Co. 0.00% Reduce -45.7% 793 $231K
Net Worth Advisory Group 0.05% Reduce -12.3% 777 $226K
Raub Brock Capital Management LP 0.06% Reduce -13.9% 775 $225K
Compound Planning, Inc. 0.01% Reduce -13.9% 773 $225K
Institute for Wealth Management, LLC. 0.02% No change 755 $220K
Alliance Wealth Advisors, LLC 0.05% New 749 $218K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +5.7% 741 $215K
Meeder Advisory Services, Inc. 0.01% Reduce -32.5% 741 $215K
United Community Bank 0.07% New 738 $215K
Pettyjohn, Wood & White, Inc. 0.03% No change 723 $210K
William Blair Investment Management, LLC 0.00% Add +15.0% 712 $207K
Birch Financial Group, LLC 0.12% Reduce -15.5% 707 $205K
Financial Freedom, LLC 0.10% Add +0.3% 701 $204K
Ascentis Wealth Management, LLC 0.04% Add +32.6% 627 $182K
Advisory Services Network, LLC 0.00% Reduce -24.0% 607 $177K
Smartleaf Asset Management LLC 0.01% Reduce -7.9% 604 $175K
Mather Group, Llc. 0.00% Reduce -5.5% 598 $174K
Parallel Advisors, LLC 0.00% Reduce -16.4% 564 $164K
Penserra Capital Management LLC 0.00% Add +2.8% 552 $159K
Lanark Financial, Inc. 0.01% No change 536 $156K
Transamerica Financial Advisors, LLC 0.01% Add +174.2% 499 $146K
Strategic Investment Advisors / MI 0.01% New 482 $140K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -8.1% 479 $139K
Versant Capital Management, Inc 0.01% Add +154.3% 478 $139K
UMB Bank, n.a. 0.00% Reduce -21.8% 474 $138K
Greykasell Wealth Strategies, Inc. 0.06% No change 470 $137K
Los Angeles Capital Management LLC 0.00% No change 437 $127K
Phillip James Consulting Co. 0.09% New 427 $124K
Heritage Wealth Advisors 0.00% Add +218.9% 405 $118K
PFS Partners, LLC 0.05% No change 400 $116K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.2% 381 $111K
IFP Advisors, Inc 0.00% Reduce -1.7% 354 $103K
JNBA Financial Advisors 0.01% Reduce -6.7% 350 $102K
Signaturefd, LLC 0.00% Add +22.4% 344 $100K
Washington Trust Advisors, Inc. 0.01% Add +1.2% 329 $96K
Hantz Financial Services, Inc. 0.00% Reduce -93.8% 313 $91K
Bollard Group LLC 0.00% Reduce -60.5% 310 $90K
Jefferies Financial Group Inc. 0.00% Reduce -73.3% 296 $86K
Goodman Advisory Group, LLC 0.02% Reduce -5.5% 293 $85K
Westpac Banking Corp. 0.01% Reduce -49.2% 286 $83K
DT Investment Partners, LLC 0.01% No change 281 $82K
Private Trust Co. NA 0.01% Reduce -1.4% 274 $80K
CYBER HORNET ETFs LLC 0.05% Reduce -9.0% 262 $75K
Syntax Research, Inc. 0.05% Reduce -16.7% 250 $73K
LRI Investments, LLC 0.01% Reduce -18.9% 241 $70K
Parkside Financial Bank & Trust 0.01% Reduce -13.6% 229 $67K
Gables Capital Management Inc. 0.03% No change 227 $66K
Root Financial Partners, LLC 0.00% Reduce -6.2% 227 $66K
Golden State Wealth Management, LLC 0.01% No change 225 $65K
Community Bank, N.A. 0.01% No change 221 $64K
Deseret Mutual Benefit Administrators 0.02% Reduce -24.5% 206 $60K
Simplex Trading, LLC 0.00% New 200 $58K
Capula Management Ltd 0.00% New 199 $58K
Capital Advisors, Ltd. LLC 0.01% No change 178 $52K
Smallwood Wealth Investment Management, LLC 0.03% No change 177 $51K
Cromwell Holdings LLC 0.03% No change 170 $50K
TD Private Client Wealth LLC 0.00% Reduce -94.4% 168 $49K
Larson Financial Group LLC 0.00% Add +81.8% 160 $47K
Zions Bancorporation, National Association 0.00% Reduce -56.9% 155 $45K
HHM Wealth Advisors, LLC 0.00% No change 140 $41K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 135 $39K
Manchester Capital Management LLC 0.01% Add +0.8% 134 $39K
CKW Financial Group 0.00% No change 121 $35K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +2.6% 120 $35K
Wall Street Financial Group, Inc. 0.02% New 120 $35K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +0.8% 120 $35K
Owl Creek Wealth Partners LLC 0.01% — 117 $34K
CVA Family Office, LLC 0.00% Add +114.8% 116 $34K
Farmers & Merchants Investments Inc. 0.00% Add +19.6% 116 $34K
Johnson Financial Group, Inc. 0.00% Reduce -55.5% 114 $33K
AdvisorNet Financial, Inc 0.00% Add +2.8% 111 $32K
Aventus Investment Advisors, Inc. 0.03% No change 109 $32K
Harbour Investments, Inc. 0.00% Add +280.8% 99 $29K
McIlrath & Eck, LLC 0.00% No change 96 $28K
Quarry LP 0.01% Reduce -61.5% 95 $28K
Cedar Mountain Advisors, LLC 0.01% New 92 $27K
Crewe Advisors LLC 0.00% Reduce -4.3% 90 $26K
Raiffeisen Bank International AG 0.00% No change 90 $26K
MV Capital Management, Inc. 0.00% No change 87 $25K
Cornerstone Planning Group LLC 0.00% Add +4.4% 95 $25K
Quent Capital, LLC 0.00% Reduce -13.4% 84 $24K
GW&K Investment Management, LLC 0.00% Reduce -23.4% 72 $21K
Spire Wealth Management 0.00% Reduce -11.1% 72 $21K
JFS Wealth Advisors, LLC 0.00% Reduce -4.1% 70 $20K
Private Wealth Management Group, LLC 0.01% No change 66 $19K
CENTRAL TRUST Co 0.00% Add +17.9% 66 $19K
Ancora Advisors LLC 0.00% Reduce -49.6% 64 $19K
Fortitude Family Office, LLC 0.00% Add +43.9% 59 $17K
Harbor Investment Advisory, LLC 0.00% Reduce -45.7% 57 $17K
Grove Bank & Trust 0.00% Add +7.8% 55 $16K
Millstone Evans Group, LLC 0.01% Reduce -3.6% 54 $16K
Cullen/Frost Bankers, Inc. 0.00% Reduce -21.2% 52 $15K
Twin Peaks Wealth Advisors, LLC 0.00% New 51 $15K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $15K
Innovative Asset Advisors Group, LLC 0.01% — 49 $14K
Bruce G. Allen Investments, LLC 0.01% No change 47 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -28.6% 45 $13K
Truvestments Capital LLC 0.00% No change 42 $12K
Basecamp Wealth Advisors LLC 0.00% Add +51.9% 41 $12K
Essential Partners LLC 0.00% Reduce -78.9% 39 $11K
Kemnay Advisory Services Inc. 0.00% Add +65.2% 38 $11K
SJS Investment Consulting Inc. 0.00% Add +140.0% 36 $10K
Financial Network Wealth Advisors LLC 0.01% New 35 $10K
Brown, Lisle/Cummings, Inc. 0.00% Add +150.0% 35 $10K
Rossby Financial, LCC 0.00% Add +9.4% 35 $10K
Covestor Ltd 0.01% Reduce -41.8% 32 $10K
Aspect Partners, LLC 0.00% No change 34 $10K
True Wealth Design, LLC 0.00% Add +277.8% 34 $10K
Timothy G. Youngquist 2020 Irrevocable Trust 0.00% New 33 $10K
Murphy & Mullick Capital Management Corp 0.01% No change 32 $9K
Princeton Global Asset Management LLC 0.00% No change 32 $9K
Clearstead Trust, LLC 0.00% Add +14.8% 31 $9K
Abound Wealth Management 0.00% Add +19.2% 31 $9K
Joseph Group Capital Management 0.00% New 28 $8K
Smithfield Trust Co 0.00% No change 26 $8K
Anfield Capital Management, LLC 0.00% No change 26 $8K
Nemes Rush Group LLC 0.00% No change 26 $8K
Geneos Wealth Management Inc. 0.00% No change 26 $8K
Virtus Advisers, LLC 0.00% No change 25 $7K
SHP Wealth Management 0.00% Add +41.2% 24 $7K
Elevation Wealth Partners, LLC 0.00% No change 23 $7K
Raffa Wealth Management, LLC 0.00% Add +4.8% 22 $6K
Nova Wealth Management, Inc. 0.00% No change 21 $6K
Meeder Asset Management Inc. 0.00% Reduce -31.0% 20 $6K
Financial Management Professionals, Inc. 0.00% No change 19 $6K
Ares Financial Consulting, LLC 0.00% No change 19 $6K
Arlington Trust Co LLC 0.00% New 19 $6K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.6% 27 $5K
Keating Financial Advisory Services, Inc. 0.00% Reduce -56.1% 18 $5K
Asset Dedication, LLC 0.00% No change 18 $5K
Highline Wealth Partners LLC 0.00% Add +30.8% 17 $5K
Westfuller Advisors, LLC 0.00% No change 16 $5K
Summit Securities Group LLC 0.00% Reduce -88.8% 16 $5K
Torren Management, LLC 0.00% Reduce -51.6% 15 $4K
Cornerstone Financial Management LLC 0.00% Add +15.4% 15 $4K
Dunhill Financial, LLC 0.00% Add +40.0% 14 $4K
First Pacific Financial 0.00% New 13 $4K
Raleigh Capital Management Inc. 0.00% New 13 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +8.3% 13 $4K
Whipplewood Advisors, LLC 0.00% New 12 $3K
Activest Wealth Management 0.00% Reduce -29.4% 12 $3K
Purpose Unlimited Inc. 0.00% Reduce -71.8% 11 $3K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -7.7% 12 $3K
Avion Wealth 0.00% Reduce -40.0% 12 $3K
TD Waterhouse Canada Inc. 0.00% Add +100.0% 10 $3K
Sachetta, LLC 0.00% Add +28.6% 9 $3K
Kilter Group LLC 0.00% Add +80.0% 9 $3K
Tompkins Financial Corp. 0.00% No change 9 $3K
Clark Wealth Partners 0.00% Add +33.3% 8 $2K
Hollencrest Capital Management 0.00% No change 8 $2K
Benson Wealth Management INC 0.00% New 7 $2K
Clayton Financial Group LLC 0.00% No change 7 $2K
Anchor Investment Management, LLC 0.00% No change 7 $2K
North Star Investment Management Corp. 0.00% Add +250.0% 7 $2K
First Command Advisory Services, Inc. 0.00% No change 7 $2K
Rialto Wealth Management, LLC 0.00% Reduce -14.3% 6 $2K
Nalls Sherbakoff Group, LLC 0.00% No change 6 $2K
Principia Wealth Advisory, LLC 0.00% Add +20.0% 6 $2K
Vermillion Wealth Management, Inc. 0.00% New 6 $2K
Wilkerson Advisory Group LLC 0.00% Reduce -40.0% 6 $2K
1015 Capital Partners, LLC 0.00% No change 5 $1K
WPG Advisers, LLC 0.00% No change 5 $1K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 5 $1K
Dogwood Wealth Management LLC 0.00% New 5 $1K
Aventura Private Wealth, LLC 0.00% No change 5 $1K
Hughes Financial Services, LLC 0.00% Reduce -64.3% 5 $1K
Wilmington Savings Fund Society, FSB 0.00% No change 5 $1K
American Capital Advisory, LLC 0.00% Add +33.3% 4 $1K
Burk Holdings LLC 0.00% New 4 $1K
Glen Eagle Advisors, LLC 0.00% No change 4 $1K
NBT Bank, N.A. 0.00% New 4 $1K
Albion Financial Group 0.00% New 4 $1K
Bogart Wealth, LLC 0.00% No change 4 $1K
Capital Analysts, LLC 0.00% New 4 $1K
Valued Wealth Advisors LLC 0.00% No change 3 $875
Prestige Wealth Management Group LLC 0.00% No change 3 $875
DecisionPoint Financial, LLC 0.00% No change 3 $873
Physician Wealth Advisors, Inc. 0.00% Reduce -57.1% 3 $873
Sunrise Financial Services, LLC 0.00% No change 3 $872
Signature Equity Partners, LLC 0.00% Reduce -40.0% 3 $872
HFM Investment Advisors, LLC 0.00% Reduce -40.0% 3 $872
High Note Wealth, LLC 0.00% New 3 $872
Bare Financial Services, Inc 0.00% Add +50.0% 3 $872
Sunbelt Securities, Inc. 0.00% No change 3 $872
WestEnd Advisors, LLC 0.00% No change 3 $872
CoreCap Advisors, LLC 0.00% Reduce -57.1% 3 $872
Colonial Trust Co / SC 0.00% Reduce -85.0% 3 $869
Salomon & Ludwin, LLC 0.00% Reduce -91.2% 3 $866
Strategic Wealth Partners, Ltd. 0.00% New 3 $745
Seneschal Advisors, LLC 0.00% No change 2 $582
Quaker Wealth Management, LLC 0.00% Add +100.0% 2 $582
West Branch Capital LLC 0.00% No change 2 $582
Arcadia Investment Management Corp. 0.00% No change 2 $582
Intentional Wealth Strategies, LLC 0.00% — 2 $581
Synergy Investment Management, LLC 0.00% New 2 $581
Nvwm, LLC 0.00% No change 2 $581
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.6% 2 $581
Creative Financial Designs Inc. 0.00% No change 2 $581
MidFirst Bank 0.00% New 2 $581
Bartlett & Co. Wealth Management LLC 0.00% Reduce -97.4% 2 $520
TopTier Wealth Management, LLC 0.00% New 1 $291
JPL Wealth Management, LLC 0.00% New 1 $291
Curio Wealth, LLC 0.00% New 1 $291
SouthState Bank Corp 0.00% Reduce -95.8% 1 $291
GHP Investment Advisors, Inc. 0.00% New 1 $291
SBI Securities Co., Ltd. 0.00% Reduce -85.7% 1 $291
Y.D. More Investments Ltd 0.00% Reduce -11.6% 61 $56

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