Willis Towers WatsonWTW

13F holders, Q2 2026 (June 30)
693holders −31
67new positions
94sold out
11famous investors
$270.60avg. 13F price*

At the end of Q2 2026, 693 institutions reported holding Willis Towers Watson PLC (WTW) in their 13F filings, down 31 from Q1 2026. 67 opened new positions and 94 sold out. The largest holders were Massachusetts Financial Services Co. ($2.3B), BlackRock, Inc. ($2.2B) and Dodge & Cox ($2.1B). 11 famous investors held it, including David Abrams (3.4% of Abrams Capital Management's portfolio), Bill Nygren (2.1% of Harris Associates (Oakmark Funds)'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions67$35.7M
Exits94$450.0M

All 13F filers, Q1 2026 → Q2 2026: 6,148,593 shares bought and 6,922,268 shares sold, net −773,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 693 holders

Massachusetts Financial Services Co. 0.72% Reduce -6.4% 5,491,383 $2.3B
BlackRock, Inc. 0.03% Add +2.5% 8,314,002 $2.2B
Dodge & Cox 1.10% Add +9.4% 8,025,392 $2.1B
Vanguard Capital Management LLC 0.03% Add +0.1% 6,174,220 $1.6B
Harris Associates (Oakmark Funds) 2.05% Reduce -1.8% 5,908,033 $1.5B
Artisan Partners Limited Partnership 2.36% Add +46.3% 5,541,048 $1.4B
First Eagle Investment Management, LLC 1.93% Add +3.1% 4,475,860 $1.2B
State Street Corp. 0.03% Add +2.3% 4,315,443 $1.1B
Vanguard Portfolio Management LLC 0.05% Add +0.2% 4,064,712 $1.1B
Geode Capital Management, LLC 0.04% Add +0.5% 2,601,654 $677.4M
FMR LLC 0.03% Add +2.9% 2,215,896 $579.2M
Invesco Ltd. 0.04% Reduce -6.7% 2,171,679 $567.6M
T. Rowe Price Associates Inc. 0.05% Add +70.4% 1,721,323 $449.9M
Norges Bank 0.04% — 1,433,866 $374.8M
Northern Trust Corp. 0.03% Reduce -4.5% 1,049,080 $274.2M
Arrowstreet Capital, Limited Partnership 0.12% Add +223.3% 1,022,261 $267.2M
Dimensional Fund Advisors LP 0.05% Add +0.5% 1,005,711 $262.9M
Bank of Montreal 0.09% Add +4.0% 933,387 $244.0M
Jupiter Topco LLC 0.10% — 916,295 $239.5M
Morgan Stanley 0.01% Add +2.4% 834,440 $218.1M
Goldman Sachs Group Inc. 0.02% Reduce -17.8% 769,245 $201.1M
Abrams Capital Management 3.44% No change 720,779 $188.4M
Alliancebernstein L.P. 0.06% Reduce -35.7% 637,033 $185.2M
American Century Companies Inc. 0.08% Add +44.5% 670,954 $175.4M
T. Rowe Price Investment Management, Inc. 0.11% Reduce -1.5% 665,179 $173.9M
Legal & General Group Plc 0.04% Reduce -6.8% 652,351 $170.5M
Charles Schwab Investment Management Inc. 0.02% Add +1.7% 629,197 $164.5M
Altrinsic Global Advisors LLC 5.72% Reduce -1.6% 596,575 $155.9M
Vanguard Fiduciary Trust Co. 0.03% Reduce -0.8% 530,626 $138.7M
Bank of New York Mellon Corp 0.02% Add +0.7% 509,113 $133.1M
Bank of America Corp. 0.01% Reduce -4.4% 453,976 $118.7M
Franklin Resources Inc. 0.03% Add +9.6% 447,049 $116.8M
Citadel Advisors 0.06% Reduce -33.3% 382,807 $100.1M
Deutsche Bank AG 0.03% Add +6.6% 375,060 $98.0M
River Road Asset Management, LLC 1.08% Reduce -23.3% 371,893 $97.2M
Amundi 0.02% Add +1.4% 371,265 $97.0M
Sei Investments Co. 0.08% Add +37.2% 364,301 $95.2M
Parnassus Investments, LLC 0.25% Reduce -2.8% 355,179 $92.8M
Victory Capital Management Inc. 0.05% Reduce -75.1% 338,998 $88.6M
Crawford Investment Counsel Inc. 1.44% Reduce -0.4% 329,438 $86.1M
JPMorgan Chase & Co. 0.01% Add +18.8% 322,804 $85.4M
Brandes Investment Partners, LP 0.56% Add +3.0% 307,861 $80.5M
UBS Group AG 0.01% Reduce -1.7% 277,095 $72.4M
Swiss National Bank 0.04% Reduce -5.1% 266,570 $69.7M
Nuveen, LLC 0.02% Reduce -1.1% 266,564 $69.7M
HSBC Holdings PLC 0.03% Add +36.0% 259,766 $67.8M
Johnson Investment Counsel Inc. 0.47% Reduce -14.3% 246,960 $64.5M
BNP Paribas Financial Markets 0.03% Reduce -9.1% 241,420 $63.1M
Russell Investments Group, Ltd. 0.05% Add +15.2% 236,371 $61.8M
Barclays PLC 0.02% Reduce -17.9% 232,524 $60.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +6.6% 229,601 $60.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.0% 221,386 $57.9M
Vanguard Global Advisers, LLC 0.02% Reduce -2.3% 204,076 $53.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Add +12.5% 182,477 $47.7M
SG Americas Securities, LLC 0.03% Add +227.2% 181,547 $47.5M
Point72 Asset Management 0.07% Add +6.7% 175,202 $45.8M
Cortland Associates Inc. 6.59% Reduce -3.3% 174,446 $45.6M
PFA Pension, Forsikringsaktieselskab 0.12% Add +840.4% 174,300 $45.6M
Rhumbline Advisers 0.03% Add +0.4% 174,221 $45.5M
Prana Capital Management, LP 1.37% Add +40.4% 172,242 $45.0M
Raymond James Financial Inc. 0.01% Add +8.9% 171,556 $44.8M
California Public Employees Retirement System 0.03% Reduce -21.8% 171,227 $44.8M
National Pension Service 0.03% Add +15.4% 170,881 $44.7M
AQR Capital Management 0.02% Reduce -40.9% 169,752 $44.4M
Exchange Traded Concepts, LLC 0.21% Add +32.5% 160,322 $41.9M
California State Teachers Retirement System 0.04% Reduce -1.1% 151,726 $39.7M
First Trust Advisors LP 0.02% Reduce -4.2% 147,759 $38.6M
Renaissance Technologies 0.05% Add +39.9% 144,640 $37.8M
Canada Pension Plan Investment Board 0.02% Add +22.1% 144,066 $37.7M
Citigroup Inc. 0.02% Reduce -18.8% 135,243 $35.3M
Gotham Asset Management 0.08% Add +29.4% 126,344 $33.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.26% Reduce -7.9% 122,631 $32.1M
Principal Financial Group Inc. 0.01% Add +0.8% 114,472 $29.9M
New South Capital Management Inc. 1.12% Reduce -4.4% 97,401 $25.5M
Mackenzie Financial Corp. 0.02% Add +68.9% 90,202 $23.6M
Royal Bank of Canada 0.00% Add +14.0% 86,916 $22.7M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -29.9% 84,188 $22.0M
Baron Capital (BAMCO) 0.03% Reduce -2.0% 84,157 $22.0M
State Board of Administration of Florida Retirement System 0.04% Reduce -1.9% 83,918 $21.9M
Aviva PLC 0.03% Reduce -1.4% 83,031 $21.7M
Deroy & Devereaux Private Investment Counsel Inc. 0.91% Reduce -1.1% 82,918 $21.7M
Natixis Advisors, LLC 0.02% Reduce -14.8% 82,306 $21.5M
Aberdeen Group plc 0.03% Add +8.1% 81,632 $21.3M
Quantinno Capital Management LP 0.03% Add +67.5% 79,933 $20.9M
Intech Investment Management LLC 0.19% Add +26.2% 77,631 $20.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -16.9% 76,384 $20.0M
CANADA LIFE ASSURANCE Co 0.03% Reduce -8.5% 75,304 $19.6M
Brown Advisory Inc. 0.03% Reduce -0.2% 74,997 $19.6M
Danske Bank A/S 0.04% Reduce -19.5% 71,469 $18.7M
APG Asset Management N.V. 0.05% Add +23.5% 80,733 $18.5M
AMF Tjanstepension AB 0.11% No change 69,828 $18.3M
Westport Asset Management Inc. 7.39% No change 69,234 $18.1M
FIL Ltd 0.01% Add +8.7% 67,822 $17.7M
New York State Teachers Retirement System 0.03% No change 66,200 $17.3M
New York State Common Retirement Fund 0.02% Reduce -4.0% 65,220 $17.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +5.0% 62,298 $16.3M
Envestnet Asset Management Inc. 0.00% Reduce -0.5% 61,829 $16.2M
Nomura Asset Management International Inc. 0.02% Add +1.7% 61,134 $16.0M
Eventide Asset Management, LLC 0.21% Reduce -3.8% 60,725 $15.9M
Cidel Asset Management Inc. 0.73% Reduce -42.1% 58,359 $15.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +1.2% 58,314 $15.2M
Vident Advisory, LLC 0.11% Add +38.7% 58,209 $15.2M
KLP Kapitalforvaltning As 0.05% Add +2.0% 56,095 $14.7M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +0.1% 55,930 $14.6M
Wells Fargo & Company 0.00% Add +27.6% 53,916 $14.1M
Pictet Asset Management Holding SA 0.01% Reduce -0.6% 53,061 $13.9M
M&G PLC 0.07% Add +50.7% 52,988 $13.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -18.9% 51,340 $13.4M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +752.1% 50,905 $13.3M
State of Wisconsin Investment Board 0.03% Reduce -1.7% 50,411 $13.2M
Vanguard Investments Australia, Ltd. 0.03% Add +0.9% 47,947 $12.5M
Jones Financial Companies LLLP 0.01% Reduce -9.2% 46,656 $12.4M
Teacher Retirement System of Texas 0.03% Add +10.1% 46,355 $12.1M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.6% 45,626 $11.9M
Storebrand Asset Management As 0.03% Reduce -27.9% 45,337 $11.8M
Korea Investment CORP 0.02% Reduce -63.0% 45,072 $11.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.8% 44,156 $11.5M
Neuberger Berman Group LLC 0.01% Add +0.0% 44,056 $11.5M
Royal London Asset Management Ltd. 0.02% Reduce -1.4% 43,418 $11.3M
Varma Mutual Pension Insurance Co 0.06% Add +14.0% 43,200 $11.3M
LPL Financial LLC 0.00% Add +13.1% 42,377 $11.1M
Asset Management One Co., Ltd. 0.03% Reduce -0.6% 41,753 $10.9M
Treasurer of the State of North Carolina 0.03% Reduce -1.9% 40,185 $10.5M
Tidal Investments LLC 0.02% Add +196.6% 37,826 $9.9M
National Bank of Canada 0.01% Reduce -14.2% 35,078 $9.2M
Clearbridge Investments, LLC 0.01% Reduce -12.7% 34,875 $9.1M
TD Asset Management Inc 0.01% Reduce -6.1% 34,455 $9.0M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.7% 34,269 $9.0M
Thompson Siegel & Walmsley LLC 0.16% Add +9.0% 33,835 $8.8M
DekaBank Deutsche Girozentrale 0.01% No change 30,437 $8.8M
Credit Agricole S A 0.02% Add +3.8% 33,157 $8.7M
Federated Hermes, Inc. 0.01% Reduce -13.4% 33,109 $8.7M
Leeward Investments, LLC - MA 0.39% Reduce -5.5% 32,824 $8.6M
Hosking Partners LLP 0.28% Reduce -1.7% 31,681 $8.3M
CIBC Asset Management Inc 0.02% Reduce -26.1% 31,391 $8.2M
Chesley Taft & Associates LLC 0.32% Reduce -3.3% 31,336 $8.2M
State of New Jersey Common Pension Fund D 0.03% Reduce -6.5% 30,530 $8.0M
Northwest & Ethical Investments L.P. 0.18% No change 29,703 $7.8M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -5.2% 29,611 $7.7M
Resona Asset Management Co.,Ltd. 0.03% Reduce -10.2% 27,648 $7.2M
Rafferty Asset Management, LLC 0.02% Add +19.0% 27,513 $7.2M
Arizona State Retirement System 0.04% Add +4.2% 27,107 $7.1M
Public Sector Pension Investment Board 0.02% Reduce -52.7% 26,987 $7.1M
Public Employees Retirement System of Ohio 0.02% Reduce -8.2% 26,897 $7.0M
Czech National Bank 0.04% Add +3.8% 26,884 $7.0M
Focus Partners Wealth 0.01% Add +0.5% 26,793 $7.0M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -30.1% 26,454 $6.9M
Handelsbanken Fonder AB 0.02% Add +3.3% 25,987 $6.8M
State of Tennessee, Department of Treasury 0.02% Reduce -27.4% 25,927 $6.8M
Marshall Wace, LLP 0.01% New 25,772 $6.7M
Sone Capital Management, LLC 0.51% Add +90.9% 25,646 $6.7M
Woodbridge Co Ltd 0.03% No change 25,234 $6.6M
State of Michigan Retirement System 0.03% Reduce -2.3% 25,092 $6.6M
Ameriprise Financial Inc. 0.00% Reduce -44.3% 24,998 $6.5M
Daiwa Securities Group Inc. 0.01% Add +0.2% 24,421 $6.4M
Creative Planning 0.00% Add +24.1% 23,969 $6.3M
STRS Ohio 0.02% Add +910.8% 23,138 $6.0M
Schonfeld Strategic Advisors LLC 0.03% Reduce -35.4% 22,923 $6.0M
Foyston, Gordon & Payne Inc 1.28% Add +32.1% 22,772 $6.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +13.4% 22,893 $6.0M
Wealthfront Advisers LLC 0.01% Add +17.1% 22,825 $6.0M
CIBC Bancorp USA Inc. 0.01% Reduce -20.9% 22,789 $6.0M
Generate Investment Management Ltd 0.24% New 22,691 $5.9M
SEB Asset Management AB 0.02% Reduce -39.8% 22,358 $5.8M
DNB Asset Management AS 0.02% Add +8.3% 22,071 $5.8M
MetLife Investment Management, LLC 0.03% Reduce -2.8% 21,606 $5.6M
Huntington National Bank 0.04% Add +1.2% 20,879 $5.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -5.8% 20,861 $5.5M
IFM Investors Pty Ltd 0.04% Add +6.5% 20,619 $5.4M
Rockefeller Capital Management L.P. 0.01% Reduce -4.7% 20,504 $5.4M
Susquehanna International Group, LLP 0.00% Add +87.5% 20,478 $5.4M
Callahan Advisors, LLC 0.40% Add +2.2% 20,361 $5.3M
Kingsview Wealth Management, LLC 0.06% Reduce -44.8% 20,239 $5.3M
ProShare Advisors LLC 0.01% Add +2.6% 19,867 $5.2M
Retirement Systems of Alabama 0.02% Reduce -1.7% 19,841 $5.2M
Timber Creek Capital Management LLC 1.05% Add +12.2% 19,692 $5.1M
KBC Group NV 0.01% Reduce -0.3% 19,404 $5.1M
Voya Investment Management LLC 0.01% Add +2.9% 19,350 $5.1M
Stifel Financial Corp. 0.00% Add +12.5% 19,326 $5.1M
Louisbourg Investments Inc. 0.92% Add +11.2% 24,991 $5.0M
Capital Fund Management S.A. 0.04% Reduce -42.9% 19,004 $5.0M
Ieq Capital, LLC 0.02% Add +96.3% 18,842 $4.9M
Numerai GP LLC 0.40% Add +62.3% 18,780 $4.9M
D.A. Davidson & Co. 0.03% Add +12.7% 18,764 $4.9M
Sendero Wealth Management, LLC 0.48% Add +5.8% 18,612 $4.9M
Eurizon Capital SGR S.p.A. 0.01% Reduce -6.2% 18,394 $4.8M
Daiichi Life Insurance Co., Ltd. 0.11% Add +9.6% 18,187 $4.8M
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.7% 18,183 $4.8M
Dakota Wealth Management 0.09% Reduce -8.7% 17,948 $4.7M
USS Investment Management Ltd 0.02% Add +0.4% 17,765 $4.6M
Heartland Advisors Inc. 0.20% Add +24.8% 17,279 $4.5M
Xponance LLC 0.03% Reduce -6.4% 17,232 $4.5M
Savant Capital, LLC 0.01% Add +468.0% 14,784 $4.5M
Amalgamated Bank 0.03% Reduce -3.4% 16,606 $4.3M
Wellington Management Group LLP 0.00% Add +145.3% 16,504 $4.3M
Marathon Capital Management 0.87% Reduce -0.8% 16,415 $4.3M
Millennium Management 0.00% Add +90.0% 15,673 $4.1M
Impax Asset Management Group plc 0.03% Reduce -2.3% 15,544 $4.1M
NEOS Investment Management LLC 0.01% Add +1.1% 14,890 $3.9M
Elo Mutual Pension Insurance Co 0.05% Reduce -25.4% 14,536 $3.8M
PNC Financial Services Group, Inc. 0.00% Reduce -11.9% 14,389 $3.8M
Utah Retirement Systems 0.04% Reduce -7.9% 14,325 $3.7M
Swedbank AB 0.00% Add +4.8% 14,281 $3.7M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -2.7% 14,183 $3.7M
Cerity Partners LLC 0.00% Reduce -27.4% 14,135 $3.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +6.9% 14,116 $3.7M
Financial Engines Advisors L.L.C. 0.01% Reduce -1.6% 13,801 $3.6M
Empowered Funds, LLC 0.02% Add +52.4% 13,253 $3.5M
London Co. of Virginia 0.02% Add +21.6% 13,211 $3.5M
Ethic Inc. 0.04% Add +3.1% 13,202 $3.5M
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -37.5% 13,081 $3.4M
Polen Capital Management LLC 0.03% Reduce -33.8% 12,833 $3.4M
Ensign Peak Advisors, Inc 0.01% Reduce -16.4% 12,800 $3.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.4% 12,755 $3.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +133.5% 12,330 $3.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +9.3% 12,250 $3.2M
Man Group plc 0.01% Reduce -70.7% 12,016 $3.1M
US Bancorp \de 0.00% Add +2.0% 11,922 $3.1M
Oregon Public Employees Retirement Fund 0.03% Add +6.8% 11,614 $3.0M
Nordea Investment Management AB 0.00% Add +14.7% 11,631 $3.0M
Pathstone Holdings, LLC 0.01% Add +11.5% 11,366 $3.0M
Hohimer Wealth Management, LLC 0.30% Add +3.2% 11,249 $2.9M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -16.0% 10,909 $2.9M
Murphy Pohlad Asset Management LLC 0.98% Reduce -0.3% 10,765 $2.8M
Yousif Capital Management, LLC 0.03% Reduce -22.4% 10,469 $2.7M
Bank of Nova Scotia 0.00% Reduce -30.5% 10,268 $2.7M
Canoe Financial LP 0.03% Reduce -27.6% 10,225 $2.7M
Clarkston Capital Partners, LLC 0.22% Reduce -68.4% 10,155 $2.7M
Easterly Investment Partners LLC 0.13% New 10,000 $2.6M
Baird Financial Group, Inc. 0.00% Add +12.6% 9,910 $2.6M
Macquarie Group Ltd. 0.01% Reduce -31.0% 9,888 $2.6M
Summit Trail Advisors, LLC 0.03% Add +2.8% 9,795 $2.6M
Mutual of America Capital Management LLC 0.02% Reduce -3.8% 9,733 $2.5M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -11.7% 9,690 $2.5M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.9% 9,343 $2.4M
State of Alaska, Department of Revenue 0.02% Reduce -0.9% 9,255 $2.4M
Avanza Fonder AB 0.05% No change 9,128 $2.4M
Stratos Wealth Partners, LTD. 0.02% Add +18.3% 9,005 $2.4M
Orion Porfolio Solutions, LLC 0.02% Reduce -5.0% 8,770 $2.3M
Nisa Investment Advisors, LLC 0.01% Reduce -7.5% 8,707 $2.3M
Tocqueville Asset Management L.P. 0.03% Reduce -1.4% 8,700 $2.3M
IFC Advisors LLC 0.29% Reduce -28.9% 8,678 $2.3M
Prudential Financial Inc. 0.00% Add +2.5% 8,619 $2.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -10.0% 8,517 $2.2M
Arq Wealth Advisors, LLC 0.27% Reduce -43.1% 7,704 $2.2M
Interval Partners, LP 0.07% Reduce -53.4% 8,421 $2.2M
M&T Bank Corp 0.01% Reduce -0.6% 8,363 $2.2M
Bridgewater Associates 0.01% Reduce -63.1% 8,236 $2.2M
Zurich Insurance Group Ltd 0.01% New 8,100 $2.1M
Nomura Holdings Inc. 0.01% Add +90.0% 8,084 $2.1M
FORA Capital, LLC 0.14% Reduce -13.1% 7,990 $2.1M
Cary Street Partners Financial LLC 0.05% Reduce -2.4% 7,928 $2.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 7,878 $2.1M
Corient Private Wealth LP 0.00% Add +7.4% 7,845 $2.1M
South Shore Capital Advisors 1.36% No change 7,773 $2.0M
Mizuho Securities USA LLC 0.03% Add +28.6% 7,394 $1.9M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.4% 7,269 $1.9M
Balyasny Asset Management L.P. 0.00% Reduce -97.8% 7,256 $1.9M
Montag A & Associates Inc. 0.08% Reduce -7.1% 7,064 $1.9M
Pacer Advisors, Inc. 0.00% Reduce -13.8% 7,071 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Reduce -33.6% 6,928 $1.8M
Accretive Wealth Partners, LLC 0.44% Add +2.4% 6,902 $1.8M
Illinois Municipal Retirement Fund 0.02% Add +29.0% 6,823 $1.8M
Saudi Central Bank 0.02% Add +87.3% 6,618 $1.7M
Live Oak Private Wealth LLC 0.22% Reduce -13.3% 6,617 $1.7M
Stance Capital LLC 0.52% New 6,534 $1.7M
Mercer Global Advisors Inc. 0.00% Reduce -33.6% 6,530 $1.7M
AMG National Trust Bank 0.04% Reduce -35.6% 6,516 $1.7M
Polianta Ltd 0.21% New 6,500 $1.7M
EP Wealth Advisors, LLC 0.01% Add +2.9% 6,284 $1.6M
Blair William & Co. 0.00% Add +0.5% 6,230 $1.6M
Quantitative Investment Management, LLC 0.17% Reduce -17.8% 6,108 $1.6M
Kentucky Retirement Systems 0.04% New 6,042 $1.6M
Investment Management Corp of Ontario 0.02% Reduce -12.2% 6,030 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +23.9% 5,800 $1.5M
HighTower Advisors, LLC 0.00% Reduce -14.5% 5,646 $1.5M
Schroder Investment Management Group 0.00% Reduce -80.8% 5,549 $1.5M
Storgate, LLC 0.30% Add +149.2% 5,585 $1.5M
Fifth Third Bancorp 0.00% Add +14.1% 5,527 $1.4M
Generali Asset Management SPA SGR 0.03% No change 5,472 $1.4M
Abn Amro Investment Solutions 0.01% Add +27.9% 5,415 $1.4M
Woodline Partners LP 0.00% Reduce -93.8% 5,384 $1.4M
Norinchukin Bank, The 0.01% No change 5,337 $1.4M
Andra AP-fonden 0.02% Add +37.1% 5,316 $1.4M
OMERS ADMINISTRATION Corp 0.01% Add +12.3% 5,226 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -99.4% 5,154 $1.3M
RBF Capital, LLC 0.05% No change 5,000 $1.3M
Figure 8 Investment Strategies LLC 1.09% Reduce -8.9% 4,944 $1.3M
Jane Street Group, LLC 0.00% Add +5.6% 4,873 $1.3M
Louisiana State Employees Retirement System 0.02% No change 4,800 $1.3M
Glenmede Trust Co. NA 0.01% Add +14.7% 4,777 $1.2M
New Mexico Educational Retirement Board 0.03% Add +4.4% 4,700 $1.2M
Ameritas Investment Partners, Inc. 0.03% Add +3.7% 4,670 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -23.7% 4,132 $1.2M
SRH Advisors, LLC 0.30% No change 4,486 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.9% 4,237 $1.2M
Squarepoint Ops LLC 0.00% Reduce -98.3% 4,441 $1.2M
Cetera Investment Advisers 0.00% Reduce -2.2% 4,286 $1.1M
Metis Global Partners, LLC 0.03% Reduce -27.6% 4,263 $1.1M
Advisors Capital Management, LLC 0.01% Reduce -1.0% 4,072 $1.1M
Sustainable Insight Capital Management, LLC 0.45% Reduce -53.0% 3,991 $1.0M
Ostrum Asset Management 0.05% Reduce -60.6% 3,971 $1.0M
Allianz Asset Management GmbH 0.00% Reduce -14.2% 3,967 $1.0M
Commerce Bank 0.00% Reduce -0.2% 3,951 $1.0M
Empower Advisory Group, LLC 0.00% Reduce -1.3% 3,932 $1.0M
Truist Financial Corp. 0.00% Reduce -10.0% 3,873 $1.0M
Ossiam 0.01% Add +9.5% 3,823 $999K
Hunter Associates Investment Management LLC 0.11% Reduce -0.4% 3,816 $996K
NewEdge Advisors, LLC 0.00% Reduce -39.6% 3,805 $994K
D. E. Shaw & Co. 0.00% New 3,804 $994K
Atria Investments, Inc 0.01% Reduce -20.8% 3,737 $977K
Legacy Financial Advisors, Inc. 0.12% Reduce -4.9% 3,734 $976K
MUFG Securities EMEA plc 0.01% Reduce -4.5% 3,723 $973K
Osaic Holdings, Inc. 0.00% Add +7.1% 3,674 $962K
Weiss Asset Management LP 0.02% New 3,559 $930K
Panagora Asset Management Inc. 0.00% Reduce -0.1% 3,522 $921K
Portside Wealth Group, LLC 0.11% Add +10.6% 3,487 $911K
Fideuram Asset Management (Ireland) dac 0.02% New 3,468 $893K
denkapparat Operations GmbH 0.29% Add +52.8% 3,414 $892K
Callan Family Office, LLC 0.02% Reduce -18.8% 3,387 $885K
Assenagon Asset Management S.A. 0.00% Reduce -9.4% 3,328 $870K
AlTi Global, Inc. 0.02% Add +0.3% 3,309 $868K
Merit Financial Group, LLC 0.01% Add +46.4% 3,311 $865K
MML Investors Services, LLC 0.00% Reduce -30.5% 3,300 $862K
Fortress Private Ledger, LLC 0.23% Add +13.0% 3,280 $857K
Norden Group LLC 0.07% Reduce -11.0% 3,262 $853K
HB Wealth Management, LLC 0.00% Add +0.1% 3,245 $848K
Choreo, LLC 0.01% Add +13.3% 3,243 $848K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 3,233 $845K
Hamilton Capital Partners Inc. 0.02% Reduce -7.1% 3,223 $842K
OneDigital Investment Advisors LLC 0.01% Reduce -21.7% 3,076 $804K
SmartHarvest Portfolios, LLC 0.26% New 3,073 $803K
Crossmark Global Holdings, Inc. 0.01% Add +1.3% 3,064 $801K
Benjamin Edwards Inc. 0.01% Add +15.0% 3,060 $800K
ASR Vermogensbeheer N.V. 0.01% Reduce -67.6% 3,058 $799K
Ticino Wealth 0.25% Add +114.7% 3,018 $789K
Sterling Capital Management LLC 0.01% Reduce -12.0% 3,012 $787K
Game Creek Capital, LP 0.34% Reduce -20.0% 3,000 $784K
Frec Markets, Inc. 0.07% New 2,997 $783K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -3.0% 2,991 $782K
Calder Financial LLC 0.74% No change 2,991 $782K
Tempo Wealth, LLC 0.12% Reduce -6.2% 2,982 $779K
North Dakota State Investment Board 0.03% Add +2.9% 2,846 $744K
Mufg Securities Americas Inc. 0.04% Add +8.1% 2,845 $744K
Atom Investors LP 0.07% New 2,837 $742K
Securian Asset Management, Inc. 0.03% Reduce -3.8% 2,504 $735K
Gabelli Funds LLC 0.00% No change 2,800 $732K
Guggenheim Capital LLC 0.00% Add +79.9% 2,765 $723K
LMCG Investments, LLC 0.04% No change 2,755 $720K
V-Square Quantitative Management LLC 0.07% Add +12.0% 2,721 $711K
South Dakota Investment Council 0.01% No change 2,695 $704K
Sequoia Financial Advisors, LLC 0.00% Reduce -28.3% 2,630 $687K
Caprock Group, LLC 0.01% Add +45.8% 2,569 $674K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -2.6% 2,507 $655K
Keybank National Association 0.00% Add +1.3% 2,504 $654K
Clearstead Advisors, LLC 0.01% Add +4.7% 2,496 $652K
Captrust Financial Advisors 0.00% Reduce -31.9% 2,469 $645K
ASO GROUP Ltd 0.27% No change 2,469 $645K
Syon Capital LLC 0.03% Add +53.1% 2,442 $638K
CI Investments Inc. 0.00% Reduce -89.4% 2,430 $635K
Evelyn Partners Group Ltd 0.01% — 2,412 $630K
Two Sigma Securities, LLC 0.05% New 2,407 $629K
Washington Capital Management, Inc. 0.42% No change 2,405 $629K
Concurrent Investment Advisors, LLC 0.01% Add +4.4% 2,399 $627K
Plato Investment Management Ltd 0.04% No change 2,391 $621K
Osmosis Investment Management UK Ltd 0.03% Reduce -46.2% 2,347 $613K
Sanctuary Advisors, LLC 0.00% Reduce -2.7% 2,336 $611K
Praxis Investment Management Inc. 0.03% Reduce -36.5% 2,325 $608K
S.E.E.D. Planning Group LLC 0.16% No change 2,324 $607K
Prudential PLC 0.00% No change 2,321 $607K
AE Wealth Management LLC 0.00% New 2,303 $602K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +198.3% 2,210 $578K
Intrust Bank NA 0.04% Reduce -26.1% 2,190 $572K
Transcend Capital Advisors, LLC 0.04% Reduce -9.2% 2,179 $570K
Rathbones Group PLC 0.00% Reduce -8.5% 2,161 $565K
Thoroughbred Financial Services, LLC 0.03% Add +0.1% 2,150 $562K
Atlantic Union Bankshares Corp 0.01% Add +8.7% 2,133 $558K
First Manhattan Co. Llc. 0.00% Reduce -4.9% 2,082 $546K
GAMMA Investing LLC 0.02% Reduce -22.2% 2,062 $539K
Tower Research Capital LLC (TRC) 0.01% Reduce -25.4% 2,044 $534K
Evolve Private Wealth, LLC 0.03% New 2,025 $533K
First Horizon Corp. 0.02% Reduce -12.1% 2,011 $526K
Ironwood Investment Counsel, LLC 0.07% No change 1,999 $522K
Bessemer Group Inc. 0.00% Add +21.5% 1,992 $520K
Inceptionr LLC 0.13% Add +45.4% 1,982 $518K
Gateway Investment Advisers LLC 0.01% Reduce -20.2% 1,979 $517K
Chicago Partners Investment Group LLC 0.01% Reduce -14.1% 1,792 $517K
Lester Murray Antman dba SimplyRich 0.12% No change 1,973 $515K
Blue Trust, Inc. 0.01% Add +10.1% 1,968 $514K
Vestcor Inc 0.01% No change 1,963 $513K
Marks Group Wealth Management, Inc 0.04% Add +10.3% 1,875 $490K
Aaron Wealth Advisors LLC 0.02% Add +83.0% 1,834 $479K
Saxon Interests, Inc. 0.13% Reduce -0.6% 1,831 $479K
QRG Capital Management, Inc. 0.00% Reduce -14.4% 1,820 $476K
Mirabella Financial Services LLP 0.05% New 1,815 $474K
Kestra Advisory Services, LLC 0.00% Reduce -1.8% 1,799 $472K
Harbour Capital Advisors, LLC 0.09% Reduce -5.5% 1,618 $469K
Stephens Inc. 0.01% Reduce -2.0% 1,785 $467K
Brighton Jones LLC 0.01% Reduce -20.3% 1,783 $466K
&partners 0.00% Add +73.4% 1,774 $464K
PEAK6 LLC 0.01% New 1,768 $462K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -4.2% 1,746 $458K
Bell Investment Advisors, Inc 0.07% Reduce -0.6% 1,746 $456K
Apollon Wealth Management, LLC 0.01% New 1,723 $450K
Proficio Capital Partners LLC 0.02% Add +51.0% 1,712 $448K
Vise Technologies, Inc. 0.01% Reduce -37.7% 1,685 $440K
Wedmont Private Capital 0.01% Add +68.5% 1,486 $430K
Riverpoint Wealth Management Holdings, LLC 0.08% No change 1,630 $426K
Mather Group, Llc. 0.00% Add +172.2% 1,628 $426K
Westerkirk Capital Inc. 0.04% No change 1,624 $424K
Formidable Asset Management, LLC 0.07% Reduce -8.1% 1,460 $424K
World Investment Advisors 0.01% Reduce -0.9% 1,458 $423K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.0% 1,604 $419K
Global Retirement Partners, LLC 0.01% — 1,579 $413K
Coldstream Capital Management Inc. 0.01% Reduce -15.9% 1,578 $412K
Fonville Wealth Management LLC 0.07% Add +0.2% 1,560 $408K
Quadrant Capital Group LLC 0.01% Add +7.6% 1,560 $408K
Cresset Asset Management, LLC 0.00% Reduce -26.0% 1,536 $403K
DHJJ Financial Advisors, Ltd. 0.12% Reduce -0.1% 1,533 $401K
Baader Bank Aktiengesellschaft 0.03% Add +10.1% 1,525 $399K
TCW Group Inc. 0.00% Add +0.4% 1,524 $398K
Cladis Investment Advisory, LLC 0.18% No change 1,510 $395K
Journey Retirement Planning & Investment Management LLC 0.31% Add +18.1% 1,501 $392K
CX Institutional 0.01% Add +60.9% 1,500 $392K
FWL Investment Management, LLC 0.07% Reduce -27.6% 1,480 $387K
Central Pacific Bank - Trust Division 0.04% Add +1.7% 1,475 $386K
Townsquare Capital LLC 0.07% Add +12.4% 1,470 $384K
Blueshift Asset Management, LLC 0.09% New 1,466 $383K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.0% 1,399 $366K
Elevation Point Wealth Partners, LLC 0.01% Add +0.7% 1,394 $366K
Siemens Fonds Invest GmbH 0.02% Reduce -11.7% 1,368 $358K
Moneta Group Investment Advisors LLC 0.00% Reduce -40.0% 1,368 $357K
Taikang Asset Management (Hong Kong) Co Ltd 0.03% No change 1,366 $357K
Fox Run Management, L.L.C. 0.06% Reduce -55.3% 1,315 $344K
DAVENPORT & Co LLC 0.00% No change 1,309 $342K
AlphaCore Capital LLC 0.01% New 1,290 $337K
Ritholtz Wealth Management 0.01% Reduce -8.3% 1,287 $336K
Assetmark, Inc. 0.00% Add +16.4% 1,274 $333K
Rockland Trust Co. 0.01% No change 1,266 $331K
MAI Capital Management 0.00% Reduce -24.5% 1,233 $322K
Mayflower Financial Advisors, LLC 0.03% Add +9.1% 1,218 $318K
Diversify Advisory Services, LLC 0.01% New 1,040 $315K
Diversify Wealth Management, LLC 0.01% New 1,040 $315K
Modern Wealth Management, LLC 0.00% New 1,202 $314K
Carlson Capital, L.P. 0.06% Add +9.1% 1,200 $314K
JM2 Capital Inc. 0.21% No change 1,197 $313K
PW Nova Financial Services LLC 0.07% No change 1,196 $313K
Simplicity Wealth,LLC 0.01% New 1,193 $312K
Waverly Advisors, LLC 0.00% Add +4.8% 1,181 $309K
Evanson Financial, LLC 0.01% — 1,176 $307K
AlphaGrep UK Ltd 0.09% New 1,165 $304K
3Chopt Investment Partners, LLC 0.06% Reduce -24.4% 1,155 $303K
Applied Finance Capital Management, LLC 0.02% Add +14.8% 1,159 $303K
Fidelis Capital Partners, LLC 0.02% Reduce -6.6% 1,151 $301K
Fielder Capital Group LLC 0.06% Add +5.7% 1,133 $296K
Busey Bank 0.01% Reduce -7.5% 1,131 $296K
Horizon Investments, LLC 0.00% Add +1.3% 3,249 $295K
Vontobel Holding Ltd. 0.00% Reduce -47.6% 1,127 $295K
IMC-Chicago, LLC 0.00% Reduce -15.3% 1,123 $294K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 1,117 $292K
Janney Montgomery Scott LLC 0.00% Reduce -24.9% 1,102 $288K
Employees Retirement System of Texas 0.00% New 1,086 $284K
Rothschild Investment LLC 0.01% Reduce -29.3% 1,085 $284K
Trust Asset Management LLC 0.02% Reduce -3.9% 1,078 $282K
Alhambra Investment Management LLC 0.12% Reduce -6.5% 1,072 $280K
Florida Trust Wealth Management Co 0.01% Add +1.8% 1,059 $277K
Connecticut Wealth Management, LLC 0.01% Reduce -1.3% 1,055 $276K
Fifth Third Wealth Advisors LLC 0.01% Reduce -5.5% 1,047 $274K
Ascent Group, LLC 0.01% New 1,045 $273K
Farther Finance Advisors, LLC 0.00% Add +7.1% 1,022 $268K
United Asset Strategies, Inc. 0.02% Reduce -22.7% 1,020 $267K
OpenArc Corporate Advisory, LLC 0.00% Add +4.8% 1,016 $266K
Capitolis Liquid Global Markets LLC 0.00% Reduce -59.2% 1,000 $261K
Brown Brothers Harriman & Co. 0.00% Add +25.9% 998 $261K
Dynasty Wealth Management, LLC 0.00% New 981 $256K
Seed Wealth Management, Inc. 0.16% No change 970 $254K
Ascentis Wealth Management, LLC 0.04% Add +54.7% 970 $254K
Beacon Pointe Advisors, LLC 0.00% Reduce -24.5% 966 $253K
Fieldview Capital Management, LLC 0.07% New 966 $252K
Allstate Corp. 0.00% Reduce -90.0% 966 $252K
Robeco Institutional Asset Management B.V. 0.00% Reduce -41.3% 961 $251K
United Capital Financial Advisors, LLC 0.00% Add +8.2% 939 $245K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -16.9% 929 $243K
Cassaday & Co Wealth Management LLC 0.00% Reduce -1.2% 925 $242K
Wakefield Asset Management LLLP 0.05% No change 920 $240K
Independent Advisor Alliance 0.01% New 906 $237K
Cigna Investments Inc. 0.03% No change 903 $236K
Stevens Capital Management LP 0.06% New 898 $235K
Greenleaf Trust 0.00% Reduce -7.7% 899 $235K
Hantz Financial Services, Inc. 0.00% Add +185.9% 895 $234K
Brevan Howard Capital Management LP 0.00% Reduce -84.1% 894 $234K
State of Wyoming 0.02% New 875 $229K
EverSource Wealth Advisors, LLC 0.01% Reduce -36.1% 854 $223K
Integrated Wealth Concepts LLC 0.00% Reduce -64.5% 835 $218K
Pekin Hardy Strauss, Inc. 0.02% No change 833 $218K
Red Door Wealth Management, LLC 0.02% Add +0.6% 829 $217K
Larson Financial Group LLC 0.01% Add +413.8% 822 $215K
Citadel Investment Advisory, Inc. 0.10% No change 817 $214K
Alps Advisors Inc. 0.00% New 804 $210K
Profund Advisors LLC 0.01% Reduce -3.6% 792 $207K
Traphagen Investment Advisors LLC 0.01% Reduce -56.3% 781 $204K
Raub Brock Capital Management LP 0.06% No change 775 $203K
Institute for Wealth Management, LLC. 0.02% No change 755 $197K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -19.9% 725 $189K
Arax Advisory Partners 0.00% New 717 $187K
Allworth Financial LP 0.00% Reduce -28.6% 673 $176K
Parallel Advisors, LLC 0.00% Add +16.8% 659 $173K
Smartleaf Asset Management LLC 0.01% No change 604 $160K
Signaturefd, LLC 0.00% Add +66.6% 573 $150K
Penserra Capital Management LLC 0.00% Add +0.5% 555 $144K
Lanark Financial, Inc. 0.01% No change 536 $140K
UMB Bank, n.a. 0.00% Add +12.9% 535 $140K
Strategic Investment Advisors / MI 0.01% Add +2.9% 496 $130K
Greykasell Wealth Strategies, Inc. 0.04% No change 470 $123K
Los Angeles Capital Management LLC 0.00% No change 437 $114K
Phillip James Consulting Co. 0.07% No change 427 $112K
Transamerica Financial Advisors, LLC 0.01% Reduce -15.4% 422 $111K
Heritage Wealth Advisors 0.00% No change 405 $106K
PFS Partners, LLC 0.04% Add +0.3% 401 $105K
Versant Capital Management, Inc 0.01% Reduce -20.5% 380 $99K
JNBA Financial Advisors 0.01% No change 350 $91K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -11.6% 337 $88K
LRI Investments, LLC 0.01% Add +38.6% 334 $87K
Washington Trust Advisors, Inc. 0.01% Reduce -1.8% 323 $84K
Bollard Group LLC 0.00% No change 310 $81K
Private Trust Co. NA 0.01% Reduce -1.1% 271 $71K
CYBER HORNET ETFs LLC 0.04% Reduce -1.1% 259 $68K
Ameritas Advisory Services, LLC 0.00% New 257 $67K
TD Private Client Wealth LLC 0.00% Add +51.2% 254 $66K
Cromwell Holdings LLC 0.03% Add +41.2% 240 $63K
Parkside Financial Bank & Trust 0.00% Add +4.8% 240 $63K
DT Investment Partners, LLC 0.00% Reduce -16.4% 235 $61K
Gables Capital Management Inc. 0.02% No change 227 $59K
Community Bank, N.A. 0.01% No change 221 $58K
Deseret Mutual Benefit Administrators 0.02% No change 206 $54K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -59.3% 195 $51K
Smallwood Wealth Investment Management, LLC 0.02% No change 177 $46K
Zions Bancorporation, National Association 0.00% Add +11.6% 173 $45K
IFP Advisors, Inc 0.00% Reduce -53.7% 164 $43K
IFG Advisory, LLC 0.00% New 148 $39K
HHM Wealth Advisors, LLC 0.00% No change 140 $37K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 135 $35K
CKW Financial Group 0.00% Add +2.5% 124 $34K
Silver Grove Financial Group, Inc. 0.02% New 130 $34K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +8.3% 130 $34K
Raiffeisen Bank International AG 0.00% Add +37.8% 124 $33K
Capital Advisors, Ltd. LLC 0.00% Reduce -33.7% 118 $31K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.9% 115 $30K
Manchester Capital Management LLC 0.00% Reduce -16.4% 112 $29K
AdvisorNet Financial, Inc 0.00% Add +0.9% 112 $29K
Aventus Investment Advisors, Inc. 0.02% No change 109 $28K
Wilmington Savings Fund Society, FSB 0.00% Add +2000.0% 105 $27K
Owl Creek Wealth Partners LLC 0.01% Reduce -12.8% 102 $27K
Syntax Research, Inc. 0.02% Reduce -60.0% 100 $26K
Harbour Investments, Inc. 0.00% Reduce -1.0% 98 $26K
Crewe Advisors LLC 0.00% Add +5.6% 95 $25K
Trust Co. of Vermont 0.00% — 95 $25K
Cornerstone Planning Group LLC 0.00% Reduce -10.5% 85 $24K
Cedar Mountain Advisors, LLC 0.00% No change 92 $24K
GW&K Investment Management, LLC 0.00% Add +15.3% 83 $22K
MV Capital Management, Inc. 0.00% Reduce -5.8% 82 $21K
Geneos Wealth Management Inc. 0.00% Add +192.3% 76 $20K
Keating Financial Advisory Services, Inc. 0.00% Add +316.7% 75 $20K
JFS Wealth Advisors, LLC 0.00% Reduce -7.1% 65 $17K
Private Wealth Management Group, LLC 0.00% Reduce -3.0% 64 $17K
SJS Investment Consulting Inc. 0.00% Add +72.2% 62 $16K
Legacy Bridge, LLC 0.00% New 60 $16K
Vanguard National Trust Co 0.00% New 58 $15K
Salomon & Ludwin, LLC 0.00% Add +1733.3% 55 $15K
Harbor Investment Advisory, LLC 0.00% No change 57 $15K
CENTRAL TRUST Co 0.00% Reduce -16.7% 55 $14K
CVA Family Office, LLC 0.00% Reduce -52.6% 55 $14K
Fortitude Family Office, LLC 0.00% Reduce -8.5% 54 $14K
Cullen/Frost Bankers, Inc. 0.00% No change 52 $14K
CoreCap Advisors, LLC 0.00% Add +1633.3% 52 $14K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $13K
Bruce G. Allen Investments, LLC 0.01% Add +2.1% 48 $13K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 45 $12K
Main Street Group, LTD 0.00% New 45 $12K
Fiduciary Financial Advisors 0.00% New 49 $12K
Colonial Trust Advisors 0.00% New 43 $11K
Millstone Evans Group, LLC 0.01% Reduce -22.2% 42 $11K
Kemnay Advisory Services Inc. 0.00% Add +5.3% 40 $10K
Continuum Advisory, LLC 0.00% New 40 $10K
Princeton Global Asset Management LLC 0.00% Add +21.9% 39 $10K
Cornerstone Financial Management LLC 0.01% Add +146.7% 37 $10K
Financial Network Wealth Advisors LLC 0.01% No change 35 $9K
Ancora Advisors LLC 0.00% Reduce -45.3% 35 $9K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -5.7% 33 $9K
Murphy & Mullick Capital Management Corp 0.01% No change 32 $8K
Hilton Head Capital Partners, LLC 0.00% Reduce -97.7% 32 $8K
Group One Trading LLC 0.00% New 31 $8K
Covestor Ltd 0.00% Reduce -6.3% 30 $8K
Allied Private Wealth LLC 0.00% — 26 $8K
Summit Securities Group LLC 0.00% Add +81.3% 29 $8K
Aspect Partners, LLC 0.00% Reduce -14.7% 29 $8K
Bartlett & Co. Wealth Management LLC 0.00% Add +1300.0% 28 $7K
Ameriflex Group, Inc. 0.00% New 27 $7K
Smithfield Trust Co 0.00% No change 26 $7K
Raffa Wealth Management, LLC 0.00% Add +18.2% 26 $7K
Nemes Rush Group LLC 0.00% No change 26 $7K
Highline Wealth Partners LLC 0.00% Add +47.1% 25 $7K
SHP Wealth Management 0.00% No change 24 $6K
Quent Capital, LLC 0.00% Reduce -72.6% 23 $6K
True Wealth Design, LLC 0.00% Reduce -32.4% 23 $6K
Rossby Financial, LCC 0.00% Reduce -34.3% 23 $6K
Meeder Asset Management Inc. 0.00% Add +15.0% 23 $6K
Asset Dedication, LLC 0.00% Add +16.7% 21 $5K
Golden State Wealth Management, LLC 0.00% Reduce -91.1% 20 $5K
Ares Financial Consulting, LLC 0.00% No change 19 $5K
Financial Management Professionals, Inc. 0.00% No change 19 $5K
Arlington Trust Co LLC 0.00% No change 19 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 27 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +38.5% 18 $5K
Basecamp Wealth Advisors LLC 0.00% Reduce -56.1% 18 $5K
Elevation Wealth Partners, LLC 0.00% Reduce -30.4% 16 $4K
Physician Wealth Advisors, Inc. 0.00% Add +433.3% 16 $4K
Avion Wealth 0.00% Add +33.3% 16 $4K
Torren Management, LLC 0.00% No change 15 $4K
Kilter Group LLC 0.00% Add +66.7% 15 $4K
Bogart Wealth, LLC 0.00% Add +275.0% 15 $4K
Sachetta, LLC 0.00% Add +55.6% 14 $4K
Hughes Financial Services, LLC 0.00% Add +180.0% 14 $4K
Grove Bank & Trust 0.00% Reduce -74.5% 14 $4K
Dunhill Financial, LLC 0.00% Reduce -7.1% 13 $4K
Creative Capital Management Investments LLC 0.00% New 13 $3K
Johnson Financial Group, Inc. 0.00% Reduce -89.5% 12 $3K
Rialto Wealth Management, LLC 0.00% Add +100.0% 12 $3K
Marshall Investment Management, LLC 0.00% New 12 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 12 $3K
Spire Wealth Management 0.00% Reduce -84.7% 11 $3K
TD Waterhouse Canada Inc. 0.00% No change 10 $3K
Synergy Investment Management, LLC 0.00% Add +300.0% 8 $3K
GoalVest Advisory LLC 0.00% New 9 $2K
Tompkins Financial Corp. 0.00% No change 9 $2K
J.Safra Asset Management Corp 0.00% New 9 $2K
Planning Strategies Inc. 0.00% — 8 $2K
WPG Advisers, LLC 0.00% Add +60.0% 8 $2K
HFM Investment Advisors, LLC 0.00% Add +166.7% 8 $2K
High Note Wealth, LLC 0.00% Add +166.7% 8 $2K
Hollencrest Capital Management 0.00% No change 8 $2K
Benson Wealth Management INC 0.00% No change 7 $2K
Anchor Investment Management, LLC 0.00% No change 7 $2K
Abound Wealth Management 0.00% Reduce -77.4% 7 $2K
Oakmont Advisory Group, LLC 0.00% New 7 $2K
Westfuller Advisors, LLC 0.00% Reduce -62.5% 6 $2K
BOK Financial Private Wealth, Inc. 0.00% New 6 $2K
JPL Wealth Management, LLC 0.00% Add +500.0% 6 $2K
Nalls Sherbakoff Group, LLC 0.00% No change 6 $2K
North Star Investment Management Corp. 0.00% Reduce -14.3% 6 $2K
Purpose Unlimited Inc. 0.00% Reduce -45.5% 6 $2K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 5 $1K
Aventura Private Wealth, LLC 0.00% No change 5 $1K
American National Bank & Trust 0.00% New 5 $1K
American Capital Advisory, LLC 0.00% No change 4 $1K
TFC Financial Management, Inc. 0.00% New 4 $1K
Bellevue Asset Management, LLC 0.00% New 4 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -33.3% 4 $1K
Essential Partners LLC 0.00% Reduce -89.7% 4 $1K
Burk Holdings LLC 0.00% No change 4 $1K
Mosley Wealth Management 0.00% New 4 $1K
Caitong International Asset Management Co., Ltd 0.00% Add +100.0% 4 $1K
Glen Eagle Advisors, LLC 0.00% No change 4 $1K
Pin Oak Investment Advisors Inc. 0.00% New 2 $1K
Valued Wealth Advisors LLC 0.00% No change 3 $787
Prestige Wealth Management Group LLC 0.00% No change 3 $787
SouthState Bank Corp 0.00% Add +200.0% 3 $785
1015 Capital Partners, LLC 0.00% Reduce -40.0% 3 $784
Whipplewood Advisors, LLC 0.00% Reduce -75.0% 3 $784
Sunrise Financial Services, LLC 0.00% No change 3 $784
Signature Equity Partners, LLC 0.00% No change 3 $784
Cape Investment Advisory, Inc. 0.00% New 3 $784
Bare Financial Services, Inc 0.00% No change 3 $784
Logan Capital Management Inc. 0.00% — 3 $784
WestEnd Advisors, LLC 0.00% No change 3 $784
DecisionPoint Financial, LLC 0.00% Reduce -33.3% 2 $551
Seneschal Advisors, LLC 0.00% No change 2 $523
Davis Capital Management 0.00% New 2 $523
Quaker Wealth Management, LLC 0.00% No change 2 $523
West Branch Capital LLC 0.00% No change 2 $523
Tidemark, LLC 0.00% New 2 $523
Creative Financial Designs Inc. 0.00% No change 2 $523
Motco 0.00% New 2 $523
MidFirst Bank 0.00% No change 2 $523
Maryland Capital Advisors Inc. 0.00% — 1 $262
GHP Investment Advisors, Inc. 0.00% No change 1 $262
Activest Wealth Management 0.00% Reduce -91.7% 1 $261
Strengthening Families & Communities, LLC 0.00% New 1 $261
SBI Securities Co., Ltd. 0.00% No change 1 $261
Provenance Wealth Advisors, LLC 0.00% New 1 $261
Banque Cantonale Vaudoise 0.00% Reduce -84.0% 981 $256
Y.D. More Investments Ltd 0.00% No change 61 $54
Navigoe, LLC 0.00% New 1 $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.