WeyerhaeuserWY

13F holders, Q2 2024 (June 30)
957holders −27
75new positions
101sold out
9famous investors
$28.38avg. 13F price*

At the end of Q2 2024, 957 institutions reported holding Weyerhaeuser Co. (WY) in their 13F filings, down 27 from Q1 2024. 75 opened new positions and 101 sold out. The largest holders were Vanguard Group Inc. ($3.3B), BlackRock Inc. ($1.8B) and T. Rowe Price Associates Inc. ($1.5B). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Weyerhaeuser Co.
Sector
Real Estate
CUSIP
962166104
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 984Q1 2024Q2 2024: 957Q2 2024Q3 2024: 948Q3 2024Q4 2024: 942Q4 2024Q1 2025: 962Q1 2025Q2 2025: 899Q2 2025Q3 2025: 852Q3 2025Q4 2025: 876Q4 2025Q1 2026: 901Q1 2026Q2 2026: 905Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions75$126.9M
Exits101$101.9M

All 13F filers, Q1 2024 → Q2 2024: 25,844,313 shares bought and 38,892,556 shares sold, net −13,048,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 957 holders

Vanguard Group Inc. 0.06% Reduce -0.4% 114,563,109 $3.3B
BlackRock Inc. 0.04% Add +2.3% 62,143,506 $1.8B
T. Rowe Price Associates Inc. 0.17% Add +0.4% 51,476,599 $1.5B
Wellington Management Group LLP 0.16% Add +6.4% 31,720,817 $900.6M
State Street Corp. 0.04% Reduce -1.2% 30,645,889 $870.0M
Norges Bank 0.10% Add +0.1% 22,489,760 $638.5M
Geode Capital Management, LLC 0.05% Add +2.2% 19,316,548 $547.1M
Invesco Ltd. 0.11% Add +5.9% 17,776,187 $504.7M
JPMorgan Chase & Co. 0.04% Reduce -36.1% 15,018,212 $426.4M
First Eagle Investment Management, LLC 0.91% Reduce -0.2% 14,194,696 $403.0M
Cohen & Steers, Inc. 0.67% Reduce -20.5% 11,325,825 $321.5M
Legal & General Group Plc 0.08% Add +5.2% 10,321,788 $293.0M
Northern Trust Corp. 0.05% Reduce -2.7% 10,126,938 $287.5M
Charles Schwab Investment Management Inc. 0.04% Add +0.5% 8,286,024 $235.2M
Morgan Stanley 0.02% Add +7.7% 7,368,602 $209.2M
Allspring Global Investments Holdings, LLC 0.31% Add +3.0% 6,599,173 $187.4M
Bank of America Corp. 0.02% Reduce -2.7% 5,587,955 $158.6M
Bank of New York Mellon Corp 0.03% Reduce -0.6% 5,138,677 $145.9M
Pictet Asset Management Holding SA 0.16% Reduce -13.2% 4,993,675 $141.8M
Nuveen Asset Management, LLC 0.03% Reduce -21.9% 3,301,631 $93.7M
Principal Financial Group Inc. 0.06% Add +32.3% 3,296,393 $93.6M
HSBC Holdings PLC 0.06% Add +7.9% 3,271,442 $92.8M
Massachusetts Financial Services Co. 0.03% Add +31.9% 3,178,841 $90.2M
Amundi 0.03% Add +47.2% 3,292,541 $89.1M
Aberdeen Group plc 0.17% Add +12.5% 3,128,725 $88.8M
Deutsche Bank AG 0.04% Reduce -37.6% 2,996,980 $85.1M
Canada Pension Plan Investment Board 0.07% Reduce -1.7% 2,376,156 $67.5M
Swedbank AB 0.09% Reduce -21.1% 2,332,790 $66.2M
Russell Investments Group, Ltd. 0.10% Reduce -11.7% 2,201,291 $62.5M
Qube Research & Technologies Ltd 0.11% Add +505.1% 2,164,653 $61.5M
Swiss National Bank 0.04% Reduce -1.2% 2,159,933 $61.3M
FIL Ltd 0.06% Add +2.2% 2,102,032 $59.7M
Confluence Investment Management LLC 0.85% Reduce -8.2% 2,084,579 $59.2M
Schroder Investment Management Group 0.06% Reduce -2.6% 2,046,626 $58.1M
M&G PLC 0.38% Add +16.2% 1,961,969 $54.9M
Goldman Sachs Group Inc. 0.01% Reduce -26.2% 1,928,011 $54.7M
Royal Bank of Canada 0.01% Add +3.1% 1,843,797 $52.3M
Federated Hermes, Inc. 0.12% Add +8.5% 1,719,222 $48.8M
Nordea Investment Management AB 0.06% Add +9.7% 1,685,364 $47.9M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -8.1% 1,655,407 $47.0M
UBS Group AG 0.01% Reduce -22.1% 1,624,963 $46.1M
Barclays PLC 0.02% Add +10.4% 1,600,560 $45.4M
AEGON ASSET MANAGEMENT UK Plc 0.63% Add +51.3% 1,574,582 $44.7M
Millennium Management 0.04% Add +512.3% 1,563,454 $44.4M
FMR LLC 0.00% Reduce -11.2% 1,530,425 $43.4M
Sei Investments Co. 0.06% Reduce -7.9% 1,474,663 $41.9M
Rhumbline Advisers 0.04% Reduce -0.8% 1,448,538 $41.1M
Tocqueville Asset Management L.P. 0.67% Reduce -0.9% 1,419,454 $40.3M
California Public Employees Retirement System 0.03% Reduce -1.6% 1,357,064 $38.5M
Storebrand Asset Management As 0.12% Reduce -0.6% 1,298,130 $36.9M
HighTower Advisors, LLC 0.06% Add +5.0% 1,295,259 $36.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -62.5% 1,252,216 $35.6M
Neuberger Berman Group LLC 0.03% Reduce -20.1% 1,214,261 $34.5M
Ameriprise Financial Inc. 0.01% Reduce -2.0% 1,178,569 $33.5M
BNP Paribas Financial Markets 0.04% Reduce -32.1% 1,154,331 $32.8M
Manufacturers Life Insurance Company, The 0.03% Add +1.6% 1,146,507 $32.5M
California State Teachers Retirement System 0.04% Reduce -2.1% 1,134,966 $32.2M
Wells Fargo & Company 0.01% Reduce -6.8% 1,130,241 $32.1M
National Pension Service 0.03% Add +8.9% 1,069,086 $30.4M
AIA Group Ltd 0.88% Add +7.6% 1,065,071 $30.2M
CANADA LIFE ASSURANCE Co 0.06% Reduce -5.4% 1,063,581 $30.2M
Allianz Asset Management GmbH 0.05% Reduce -3.4% 1,056,777 $30.0M
Impax Asset Management Group plc 0.12% Add +1.1% 1,007,474 $28.6M
Aviva PLC 0.08% Add +31.1% 999,857 $28.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +16.3% 975,956 $27.7M
Baird Financial Group, Inc. 0.05% Reduce -2.4% 910,432 $25.8M
Alliancebernstein L.P. 0.01% Reduce -57.7% 905,522 $25.7M
Andra AP-fonden 0.42% Add +6.8% 871,400 $24.7M
State Board of Administration of Florida Retirement System 0.05% Reduce -3.5% 865,526 $24.6M
Bowen Hanes & Co. Inc. 0.64% Reduce -0.1% 815,758 $23.2M
Squarepoint Ops LLC 0.08% Add +1071.3% 761,216 $21.6M
Citadel Advisors 0.02% Add +597.0% 759,343 $21.6M
Bank of Montreal 0.01% Add +4.2% 750,575 $21.3M
Natixis 0.13% Add +842.7% 749,426 $21.3M
Citigroup Inc. 0.02% Reduce -3.2% 748,800 $21.3M
Voloridge Investment Management, LLC 0.08% New 742,793 $21.1M
Verition Fund Management LLC 0.18% Add +39.4% 734,955 $20.9M
US Bancorp \de 0.03% Add +0.5% 720,030 $20.4M
Raymond James & Associates 0.01% Reduce -16.1% 718,814 $20.4M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +195.1% 715,200 $20.3M
D. E. Shaw & Co. 0.03% New 708,627 $20.1M
Boston Common Asset Management, LLC 0.51% Reduce -8.9% 703,282 $20.0M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -56.7% 699,300 $19.9M
LPL Financial LLC 0.01% Add +10.2% 678,242 $19.3M
Franklin Resources Inc. 0.01% Add +1.4% 662,256 $18.8M
Ancora Advisors LLC 0.47% Reduce -0.8% 661,543 $18.8M
State of Wisconsin Investment Board 0.05% Add +16.0% 661,051 $18.8M
New York State Teachers Retirement System 0.04% Reduce -4.4% 659,487 $18.7M
Janus Henderson Group PLC 0.01% Add +46.0% 659,173 $18.7M
Schonfeld Strategic Advisors LLC 0.14% New 651,984 $18.5M
Grandfield & Dodd, LLC 1.17% Add +1.0% 651,903 $18.5M
Stifel Financial Corp. 0.02% Reduce -4.9% 619,735 $17.6M
New York State Common Retirement Fund 0.02% Reduce -4.5% 616,481 $17.5M
Ensign Peak Advisors, Inc 0.03% Add +12.3% 615,222 $17.5M
Retirement Systems of Alabama 0.06% Reduce -4.0% 584,809 $16.6M
Sarasin & Partners LLP 0.15% Add +4.4% 581,137 $16.5M
Parcion Private Wealth LLC 1.47% Reduce -0.3% 566,446 $16.1M
Dimensional Fund Advisors LP 0.00% Add +27.5% 565,350 $16.1M
Uniplan Investment Counsel, Inc. 1.47% Reduce -15.8% 558,418 $15.9M
Greenwich Wealth Management LLC 1.15% Reduce -0.1% 554,996 $15.8M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -10.2% 550,695 $15.6M
Voya Investment Management LLC 0.02% Add +37.8% 543,011 $15.4M
Balyasny Asset Management L.P. 0.04% Add +495.5% 502,801 $14.3M
State of Alaska, Department of Revenue 0.16% Reduce -3.3% 494,309 $14.0M
Quantbot Technologies LP 0.67% New 490,598 $13.9M
DekaBank Deutsche Girozentrale 0.02% Reduce -1.7% 488,821 $13.7M
Prudential Financial Inc. 0.02% Reduce -38.6% 476,699 $13.5M
TCW Group Inc. 0.12% Reduce -26.0% 460,285 $13.1M
Envestnet Asset Management Inc. 0.00% Reduce -15.4% 448,121 $12.7M
Korea Investment CORP 0.03% Reduce -39.3% 436,671 $12.4M
Nisa Investment Advisors, LLC 0.07% Reduce -0.9% 418,445 $11.9M
Credit Agricole S A 0.07% Add +15.8% 415,133 $11.8M
Mariner, LLC 0.02% Reduce -6.1% 412,124 $11.7M
Victory Capital Management Inc. 0.01% Add +6.8% 408,865 $11.6M
First Trust Advisors LP 0.01% Add +311.6% 404,591 $11.5M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.6% 400,252 $11.4M
Marathon Asset Management Ltd 0.36% Reduce -4.0% 399,989 $11.4M
Handelsbanken Fonder AB 0.05% Add +2.5% 399,679 $11.3M
QRG Capital Management, Inc. 0.13% Add +5.2% 397,319 $11.3M
Bradley Foster & Sargent Inc. 0.20% Reduce -20.0% 397,101 $11.3M
Pinnacle Financial Partners Inc 0.24% Reduce -0.0% 388,121 $11.2M
Centersquare Investment Management LLC 0.12% Reduce -9.8% 385,189 $10.9M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -33.0% 379,721 $10.8M
Wilkins Investment Counsel Inc. 1.60% Add +2.8% 377,585 $10.7M
Toronto Dominion Bank 0.02% Reduce -13.6% 357,597 $10.2M
Varma Mutual Pension Insurance Co 0.08% Reduce -1.8% 346,042 $9.8M
Third Avenue Management LLC 1.68% Reduce -7.0% 344,740 $9.8M
Public Employees Retirement System of Ohio 0.04% Reduce -30.0% 336,278 $9.5M
Tredje AP-fonden 0.09% Reduce -0.5% 334,546 $9.5M
Treasurer of the State of North Carolina 0.04% Reduce -2.4% 326,163 $9.3M
UniSuper Management Pty Ltd 0.07% Add +790.4% 317,066 $9.0M
O'Keefe Stevens Advisory, Inc. 2.99% Add +2.3% 314,962 $8.9M
Cultivar Capital, Inc. 7.41% Add +2.8% 311,496 $8.8M
Westwood Holdings Group Inc. 0.07% Add +3071.6% 309,327 $8.8M
Corient Private Wealth LP 0.02% Reduce -1.9% 305,561 $8.7M
Man Group plc 0.02% Add +3.0% 305,328 $8.7M
Danske Bank A/S 0.03% Reduce -6.5% 299,289 $8.5M
Duff & Phelps Investment Management Co. 0.10% Reduce -90.1% 281,080 $8.0M
Royal London Asset Management Ltd. 0.02% Add +1.7% 278,153 $7.9M
TD Asset Management Inc 0.01% Add +1.4% 275,835 $7.8M
L. Roy Papp & Associates, LLP 0.94% No change 272,920 $7.7M
Skba Capital Management LLC 1.22% Reduce -1.4% 267,180 $7.6M
Reinhart Partners, Llc. 0.31% Reduce -10.4% 264,198 $7.5M
Asset Management One Co., Ltd. 0.03% Reduce -5.0% 264,077 $7.5M
Becker Capital Management Inc. 0.26% Reduce -6.4% 262,276 $7.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% No change 260,407 $7.4M
Tudor Investment Corporation 0.08% New 253,755 $7.2M
ING Groep NV 0.04% Add +152.8% 252,798 $7.2M
Fiduciary Counselling Inc. 20.41% No change 252,473 $7.2M
D.A. Davidson & Co. 0.06% Reduce -2.6% 247,240 $7.0M
Oppenheimer & Co. Inc. 0.11% Add +0.1% 245,598 $7.0M
State of New Jersey Common Pension Fund D 0.03% Reduce -38.4% 245,215 $7.0M
M&T Bank Corp 0.02% Reduce -0.8% 244,382 $6.9M
Illinois Municipal Retirement Fund 0.10% Reduce -2.5% 243,021 $6.9M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -2.3% 242,036 $6.9M
State of Michigan Retirement System 0.03% Reduce -2.8% 239,429 $6.8M
Macquarie Group Ltd. 0.01% Reduce -57.2% 238,322 $6.8M
Tidal Investments LLC 0.09% Add +27.9% 235,987 $6.7M
Mercer Global Advisors Inc. 0.02% Add +0.9% 231,278 $6.6M
Calamos Advisors LLC 0.05% Reduce -3.5% 228,849 $6.5M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.07% — 226,344 $6.4M
Hudson Bay Capital Management LP 0.06% Reduce -43.8% 225,000 $6.4M
Xponance LLC 0.06% Reduce -0.5% 211,017 $6.0M
Nomura Asset Management Co. Ltd. 0.02% Reduce -13.3% 206,597 $5.9M
National Bank of Canada 0.01% Add +22.4% 211,631 $5.8M
Azimuth Capital Investment Management LLC 0.23% Add +3.9% 202,926 $5.8M
Gabelli Funds LLC 0.04% Reduce -1.8% 201,495 $5.7M
Arizona State Retirement System 0.04% Reduce -0.2% 200,401 $5.7M
Susquehanna International Group, LLP 0.01% Add +12.7% 198,131 $5.6M
Sienna Gestion 0.50% No change 197,773 $5.6M
Bfsg, LLC 0.71% Reduce -2.9% 196,601 $5.6M
American Century Companies Inc. 0.00% Reduce -63.7% 195,902 $5.6M
MetLife Investment Management, LLC 0.03% Add +13.8% 194,445 $5.5M
AQR Capital Management 0.01% Reduce -44.1% 195,700 $5.5M
USS Investment Management Ltd 0.04% Add +2.0% 191,605 $5.4M
Uncommon Cents Investing LLC 1.67% Reduce -0.2% 187,509 $5.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -84.9% 187,145 $5.3M
Captrust Financial Advisors 0.02% Reduce -1.0% 186,608 $5.3M
Corebridge Financial, Inc. 0.03% — 186,265 $5.3M
Adalta Capital Management LLC 2.82% Add +0.0% 182,477 $5.2M
Mutual of America Capital Management LLC 0.06% Reduce -2.0% 180,189 $5.1M
Commonwealth Equity Services, LLC 0.01% Reduce -11.6% 180,094 $5.1M
Van Cleef Asset Management,Inc 0.63% Reduce -0.4% 178,083 $5.1M
Patten & Patten Inc. 0.35% Reduce -9.0% 175,945 $5.0M
Mediolanum International Funds Ltd 0.08% New 188,559 $5.0M
ProShare Advisors LLC 0.01% Add +10.1% 174,199 $4.9M
Flputnam Investment Management Co. 0.09% Reduce -3.6% 171,228 $4.9M
Y-Intercept (Hong Kong) Ltd 0.27% New 170,567 $4.8M
Winslow Asset Management Inc. 0.95% Reduce -1.4% 169,368 $4.8M
Baker Ellis Asset Management LLC 0.72% Reduce -0.5% 169,077 $4.8M
Chesley Taft & Associates LLC 0.24% Reduce -0.1% 168,917 $4.8M
Orange Investment Advisors, Inc. 0.62% Reduce -8.4% 140,734 $4.8M
Holocene Advisors, LP 0.02% Add +14.6% 168,011 $4.8M
Jane Street Group, LLC 0.01% Add +164.4% 166,674 $4.7M
Magnetar Financial LLC 0.11% Add +487.8% 166,230 $4.7M
Marshall Wace, LLP 0.01% Reduce -30.3% 164,844 $4.7M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -7.0% 164,117 $4.7M
GMO 0.02% Add +2.7% 163,411 $4.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.1% 160,129 $4.5M
Truist Financial Corp. 0.01% Reduce -7.2% 156,734 $4.4M
AlTi Global, Inc. 0.12% Reduce -31.1% 156,626 $4.4M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Reduce -32.0% 156,575 $4.4M
Beach Investment Counsel Inc. 0.54% Reduce -29.6% 154,725 $4.4M
PNC Financial Services Group, Inc. 0.00% Reduce -7.8% 153,340 $4.4M
Cutler Capital Management, LLC 2.08% Add +0.5% 151,644 $4.3M
BW Gestao de Investimentos Ltda. 0.56% Reduce -18.9% 150,000 $4.3M
Pacific Heights Asset Management LLC 0.34% No change 150,000 $4.3M
Rowlandmiller & Partners.adv 0.93% Reduce -5.1% 149,554 $4.2M
Natixis Advisors, LLC 0.01% Reduce -34.2% 149,189 $4.2M
Worldquant Millennium Advisors LLC 0.04% Reduce -69.4% 148,890 $4.2M
Amalgamated Bank 0.04% Reduce -2.4% 148,130 $4.2M
Gateway Investment Advisers LLC 0.05% Add +0.4% 147,935 $4.2M
Blair William & Co. 0.01% Reduce -4.7% 143,039 $4.1M
Northwest & Ethical Investments L.P. 0.12% No change 142,055 $4.0M
Investment Management Corp of Ontario 0.11% Add +3.3% 140,055 $4.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +60.3% 139,719 $4.0M
IFM Investors Pty Ltd 0.04% Add +0.4% 139,658 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.0% 139,236 $4.0M
Czech National Bank 0.05% Add +8.1% 138,915 $3.9M
ArrowMark Colorado Holdings LLC 0.05% No change 138,710 $3.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +1.8% 138,168 $3.9M
Jump Financial, LLC 0.08% Add +222.4% 134,627 $3.8M
Resona Asset Management Co.,Ltd. 0.02% Add +0.7% 134,444 $3.8M
SFE Investment Counsel 0.84% Reduce -3.0% 134,180 $3.8M
Crestwood Advisors Group, LLC 0.08% Reduce -10.1% 132,755 $3.8M
Cerity Partners LLC 0.01% Reduce -4.4% 131,298 $3.7M
PGGM Investments 0.05% Add +35.4% 130,405 $3.7M
Premier Fund Managers Ltd 0.15% Reduce -4.1% 130,086 $3.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -14.5% 128,741 $3.7M
Granite Investment Partners, LLC 0.15% Reduce -2.3% 127,698 $3.6M
Lazard Asset Management LLC 0.00% Reduce -17.5% 127,565 $3.6M
Aigen Investment Management, LP 0.70% New 126,631 $3.6M
Blume Capital Management, Inc. 0.86% Add +7.5% 125,603 $3.6M
Burns Matteson Capital Management, LLC 2.21% Reduce -12.7% 123,962 $3.5M
Yousif Capital Management, LLC 0.04% Reduce -1.3% 123,894 $3.5M
Clifford Swan Investment Counsel LLC 0.13% No change 123,120 $3.5M
Caisse de depot et placement du Quebec 0.01% Reduce -80.5% 121,729 $3.5M
Robinson Value Management, Ltd. 2.40% Add +6.1% 121,481 $3.4M
Neo Ivy Capital Management 0.67% — 120,972 $3.4M
Utah Retirement Systems 0.04% Reduce -5.1% 120,045 $3.4M
Achmea Investment Management B.V. 0.06% Reduce -4.6% 119,629 $3.4M
STRS Ohio 0.01% Add +174.5% 118,801 $3.4M
Westpac Banking Corp. 0.27% Add +0.9% 117,894 $3.3M
Slocum, Gordon & Co LLP 2.46% Add +32.6% 116,483 $3.3M
DNB Asset Management AS 0.02% Add +7.0% 115,100 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -10.0% 114,509 $3.3M
New York Life Investment Management LLC 0.03% Add +0.9% 111,627 $3.2M
Arrowstreet Capital, Limited Partnership 0.00% New 106,005 $3.0M
Forsta Ap-Fonden 0.03% Reduce -15.9% 105,400 $3.0M
Silver Lake Advisory, LLC 0.73% Add +0.0% 104,445 $3.0M
Lecap Asset Management Ltd. 0.64% New 104,006 $3.0M
Foresight Group Ltd Liability Partnership 1.56% Add +96.3% 132,273 $3.0M
Windward Capital Management Co. 0.25% Reduce -2.5% 103,558 $2.9M
Keating Investment Counselors Inc. 0.93% Reduce -5.8% 102,017 $2.9M
Mackenzie Financial Corp. 0.00% Add +6.2% 101,943 $2.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -70.3% 101,658 $2.9M
State of Tennessee, Department of Treasury 0.01% Reduce -75.6% 101,522 $2.9M
Public Sector Pension Investment Board 0.02% Add +17.3% 101,258 $2.9M
Rafferty Asset Management, LLC 0.01% Add +15.2% 100,654 $2.9M
CIBC Asset Management Inc 0.01% Reduce -4.6% 98,491 $2.8M
Brown Advisory Inc. 0.00% Reduce -2.5% 97,686 $2.8M
Commerce Bank 0.02% Reduce -33.0% 97,464 $2.8M
Heitman Real Estate Securities LLC 0.17% Reduce -10.9% 96,574 $2.7M
Hyman Charles D 0.15% Reduce -1.1% 94,802 $2.7M
Cibc World Markets Corp. 0.02% Reduce -68.8% 93,944 $2.7M
Assenagon Asset Management S.A. 0.01% Add +11.1% 93,751 $2.7M
Abn Amro Investment Solutions 0.05% Reduce -35.7% 93,482 $2.7M
Azzad Asset Management Inc. 0.31% Add +18.8% 93,325 $2.6M
CBRE Investment Management Listed Real Assets LLC 0.05% Reduce -34.9% 92,798 $2.6M
Sentinel Trust Co. Lba 0.32% No change 92,576 $2.6M
Pathstone Holdings, LLC 0.01% Reduce -6.8% 92,002 $2.6M
Capital Fund Management S.A. 0.03% Add +559.3% 88,667 $2.5M
APG Asset Management N.V. 0.00% Add +223.5% 94,661 $2.5M
Teacher Retirement System of Texas 0.01% Reduce -54.8% 88,186 $2.5M
Nissay Asset Management Corp. /Japan 0.02% Add +1.5% 87,831 $2.5M
Prospera Financial Services Inc 0.07% Add +0.3% 87,254 $2.5M
Sowell Financial Services LLC 0.12% Reduce -5.8% 85,065 $2.4M
Woodmont Investment Counsel LLC 0.19% Reduce -10.6% 80,680 $2.3M
Accordant Advisory Group Inc 2.22% Add +1.2% 80,276 $2.3M
Savoie Capital LLC 0.29% No change 80,000 $2.3M
Daiwa Securities Group Inc. 0.01% Add +10.0% 79,438 $2.3M
KBC Group NV 0.01% Reduce -85.8% 78,553 $2.2M
Meridian Investment Counsel Inc. 0.70% Add +1.1% 77,958 $2.2M
Schwarz Dygos Wheeler Investment Advisors LLC 0.61% Add +0.9% 77,891 $2.2M
Crestline Management, L.P. 0.17% Add +6.1% 77,421 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 76,837 $2.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.25% Add +12.0% 76,046 $2.2M
Associated Banc-Corp 0.07% Add +0.1% 75,984 $2.2M
Bank of Nova Scotia 0.00% Reduce -16.4% 75,937 $2.2M
Towne Trust Company, N.A 0.83% Reduce -1.5% 75,005 $2.1M
Barings LLC 0.05% No change 74,288 $2.1M
Rockefeller Capital Management L.P. 0.01% Add +8.1% 74,150 $2.1M
Meyer Handelman Co. 0.07% Reduce -6.1% 74,081 $2.1M
Cohen Capital Management, Inc. 0.36% No change 73,840 $2.1M
Argyle Capital Management, LLC 0.86% Reduce -4.6% 73,312 $2.1M
Centiva Capital, LP 0.10% Add +128.9% 73,079 $2.1M
SG Americas Securities, LLC 0.01% Reduce -37.3% 72,801 $2.1M
Candriam S.C.A. 0.01% Add +19.8% 72,308 $2.1M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.7% 71,821 $2.0M
Montag A & Associates Inc. 0.10% Add +0.9% 71,702 $2.0M
Elo Mutual Pension Insurance Co 0.05% Add +7.3% 71,445 $2.0M
MML Investors Services, LLC 0.01% Reduce -10.6% 71,265 $2.0M
American Assets Investment Management, LLC 0.19% No change 70,000 $2.0M
Sittner & Nelson, LLC 0.95% Add +4.6% 68,064 $1.9M
Unison Advisors LLC 0.24% Add +1.0% 67,944 $1.9M
OMERS ADMINISTRATION Corp 0.02% New 67,906 $1.9M
Curbstone Financial Management Corp 0.41% Reduce -1.4% 66,650 $1.9M
Metis Global Partners, LLC 0.06% Add +10.3% 65,879 $1.9M
Clearbridge Investments, LLC 0.00% Add +2.0% 65,722 $1.9M
Werlinich Asset Management, LLC 1.15% No change 65,510 $1.8M
Lombard Odier Asset Management (Europe) Ltd 0.13% Add +91.3% 65,080 $1.8M
Mirova 0.34% No change 64,791 $1.8M
Bristlecone Advisors, LLC 0.16% Reduce -6.1% 64,692 $1.8M
Raymond James Trust N.A. 0.04% Add +4.8% 64,643 $1.8M
Swiss Life Asset Management Ltd 0.02% Add +25.9% 63,811 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.9% 63,100 $1.8M
Oregon Public Employees Retirement Fund 0.04% Add +0.3% 62,611 $1.8M
Cetera Investment Advisers 0.00% Reduce -10.3% 61,908 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.9% 61,791 $1.8M
CIBC Private Wealth Group LLC 0.00% Reduce -7.0% 63,155 $1.7M
Procyon Advisors, LLC 0.13% Add +5.0% 61,187 $1.7M
Creative Planning 0.00% Reduce -4.5% 60,527 $1.7M
Gulf International Bank (UK) Ltd 0.04% Reduce -3.8% 60,444 $1.7M
Sherbrooke Park Advisers LLC 0.30% New 60,013 $1.7M
Keybank National Association 0.01% Reduce -6.9% 59,792 $1.7M
Cullen/Frost Bankers, Inc. 0.02% Reduce -1.9% 59,600 $1.7M
Marathon Capital Management 0.43% Reduce -4.4% 59,186 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.8% 58,287 $1.7M
Moors & Cabot, Inc. 0.09% Add +0.8% 57,985 $1.6M
Tower Research Capital LLC (TRC) 0.03% Add +118.2% 57,973 $1.6M
Groupama Asset Managment 0.02% Add +66.4% 57,054 $1.6M
Quadrature Capital Ltd 0.03% Add +502.6% 57,057 $1.6M
Amova Asset Management Americas, Inc. 0.02% Reduce -17.5% 56,389 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -5.5% 56,292 $1.6M
Mizuho Securities USA LLC 0.04% New 56,206 $1.6M
Maryland State Retirement & Pension System 0.03% No change 55,918 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -52.9% 55,432 $1.6M
Kentucky Retirement Systems 0.05% Reduce -0.9% 54,936 $1.6M
Cascade Investment Advisors, Inc. 1.05% Add +5.2% 54,875 $1.6M
Oppenheimer Asset Management Inc. 0.02% Reduce -6.5% 54,531 $1.5M
CW Advisors, LLC 0.02% Reduce -1.3% 54,169 $1.5M
Van Eck Associates Corp. 0.00% Reduce -4.7% 53,650 $1.5M
CI Investments Inc. 0.01% Add +17.9% 53,517 $1.5M
Garner Asset Management Corp 0.56% Reduce -0.6% 53,457 $1.5M
Fiduciary Trust Co 0.02% No change 52,854 $1.5M
River Global Investors LLP 0.41% Reduce -1.5% 52,476 $1.5M
Pacer Advisors, Inc. 0.00% Add +4.7% 51,880 $1.5M
Steward Partners Investment Advisory, LLC 0.02% Reduce -32.9% 51,861 $1.5M
Birmingham Capital Management Co. Inc. 0.57% Reduce -1.1% 51,663 $1.5M
Cohen Klingenstein LLC 0.05% Reduce -0.5% 51,574 $1.5M
Kestra Advisory Services, LLC 0.01% Add +8.4% 51,224 $1.5M
MBB Public Markets I LLC 0.03% Add +613.9% 50,846 $1.4M
Inspire Trust Co, N.A. 0.47% Add +80.0% 50,620 $1.4M
Adams Asset Advisors, LLC 0.19% No change 50,542 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Reduce -37.6% 50,338 $1.4M
Cullen Investment Group, LTD. 0.23% Reduce -2.5% 50,304 $1.4M
Fifth Third Bancorp 0.01% Reduce -9.5% 48,912 $1.4M
Vident Advisory, LLC 0.04% Reduce -52.3% 48,699 $1.4M
Baldwin Wealth Partners LLC 0.11% Reduce -18.3% 48,460 $1.4M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -25.2% 47,710 $1.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -9.4% 47,226 $1.3M
Hartford Investment Management Co. 0.05% Reduce -1.2% 46,631 $1.3M
Naviter Wealth, LLC 0.20% Reduce -8.4% 46,267 $1.3M
Mairs & Power Inc. 0.01% Reduce -2.1% 45,945 $1.3M
Engineers Gate Manager LP 0.03% Reduce -0.3% 45,189 $1.3M
Sonora Investment Management Group, LLC 0.10% No change 35,392 $1.3M
Ethic Inc. 0.03% Reduce -0.0% 44,496 $1.3M
Larson Financial Group LLC 0.09% Add +2.7% 44,179 $1.3M
Johnson Financial Group, Inc. 0.06% Add +262.4% 44,120 $1.3M
Edgemoor Investment Advisors, Inc. 0.12% Reduce -26.7% 43,947 $1.2M
Crossmark Global Holdings, Inc. 0.02% Reduce -0.2% 43,754 $1.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -70.4% 43,973 $1.2M
Summit Trail Advisors, LLC 0.03% Add +1.9% 43,274 $1.2M
Edgestream Partners, L.P. 0.06% New 42,897 $1.2M
Trust Co. of Toledo NA 0.17% Reduce -8.4% 42,617 $1.2M
Graham Capital Management, L.P. 0.08% New 42,492 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Add +1.9% 42,068 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -2.5% 41,918 $1.2M
Entropy Technologies, LP 0.13% New 41,848 $1.2M
Pine Valley Investments Ltd Liability Co 0.09% Add +8.8% 41,826 $1.2M
Bessemer Group Inc. 0.00% Reduce -5.1% 41,624 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -3.1% 41,200 $1.2M
Leavell Investment Management, Inc. 0.06% Reduce -3.4% 41,057 $1.2M
Empowered Funds, LLC 0.02% Add +20.4% 40,977 $1.2M
Sanctuary Advisors, LLC 0.01% — 37,138 $1.2M
Ossiam 0.02% Reduce -0.1% 40,591 $1.2M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -12.0% 41,099 $1.1M
MAI Capital Management 0.01% Reduce -0.8% 40,032 $1.1M
Wellington Shields & Co., LLC 0.37% Reduce -2.6% 40,030 $1.1M
Hunter Associates Investment Management LLC 0.19% Reduce -0.8% 39,295 $1.1M
Mutual Advisors, LLC 0.03% Reduce -11.2% 35,655 $1.1M
AlphaQuest LLC 0.15% Add +301507.7% 39,209 $1.1M
Boston Family Office LLC 0.08% Reduce -3.3% 39,221 $1.1M
Guyasuta Investment Advisors Inc. 0.08% No change 31,915 $1.1M
Greenfield Seitz Capital Management, LLC 0.41% Reduce -8.1% 38,914 $1.1M
Lantz Financial LLC 0.34% Add +0.1% 38,913 $1.1M
Gotham Asset Management 0.01% Reduce -10.8% 38,755 $1.1M
Liberty Mutual Group Asset Management Inc. 0.16% Reduce -6.9% 38,307 $1.1M
Private Advisor Group, LLC 0.01% Reduce -7.5% 37,958 $1.1M
Home Federal Bank of Tennessee 0.33% Add +2.8% 37,882 $1.1M
Erste Asset Management GmbH 0.01% No change 38,000 $1.1M
Aurora Investment Counsel 0.62% Add +0.2% 37,218 $1.1M
New Mexico Educational Retirement Board 0.04% No change 36,819 $1.0M
Strong Tower Advisory Services 0.34% Add +42.5% 36,748 $1.0M
Bokf, NA 0.02% Reduce -17.7% 36,127 $1.0M
IMC-Chicago, LLC 0.03% New 35,434 $1.0M
Howland Capital Management LLC 0.05% Reduce -16.5% 34,831 $989K
Stevens Capital Management LP 0.33% Reduce -22.7% 34,560 $981K
Arkadios Wealth Advisors 0.07% Add +9.6% 34,460 $978K
NTV Asset Management LLC 0.14% Add +2.3% 33,877 $962K
Hosking Partners LLP 0.04% Reduce -37.2% 33,836 $961K
Oak Thistle LLC 0.71% New 33,631 $955K
Focus Partners Wealth 0.00% Add +204.9% 33,498 $952K
Wealthfront Advisers LLC 0.00% Reduce -76.1% 32,798 $931K
Patten Group, Inc. 0.22% Reduce -16.2% 32,661 $927K
Horizon Kinetics Asset Management LLC 0.02% Reduce -6.9% 32,524 $923K
Cresset Asset Management, LLC 0.00% Reduce -10.4% 32,387 $919K
Wambolt & Associates, LLC 0.27% Add +13.5% 33,245 $916K
Janney Montgomery Scott LLC 0.00% Reduce -26.6% 32,229 $915K
Harbor Advisory Corp. 0.31% Reduce -2.3% 32,035 $909K
Daiichi Life Insurance Co., Ltd. 0.02% Add +13.1% 31,746 $901K
E. Ohman J:or Asset Management AB 0.02% No change 31,400 $891K
Banque Cantonale Vaudoise 0.04% Reduce -67.8% 31,338 $889K
Vestcor Inc 0.03% No change 30,755 $873K
Mengis Capital Management, Inc. 0.18% Reduce -25.0% 30,500 $866K
Scientech Research LLC 0.18% New 30,487 $866K
Everett Harris & Co. 0.01% Reduce -1.0% 30,304 $860K
Fortem Financial Group, LLC 0.37% Add +2.3% 30,273 $859K
Machina Capital S.A.S. 0.38% New 30,092 $854K
Financial Counselors Inc. 0.01% Reduce -4.3% 29,918 $849K
Northeast Investment Management 0.04% No change 29,745 $844K
Community Financial Services Group, LLC 0.18% Reduce -20.2% 29,618 $841K
Arvest Trust Co. N A 0.05% No change 29,455 $836K
Avantax Advisory Services, Inc. 0.01% Add +144.4% 29,417 $835K
Provenance Wealth Advisors, LLC 0.12% Add +0.4% 29,239 $830K
Boothbay Fund Management, LLC 0.03% New 29,203 $829K
Moody National Bank Trust Division 0.06% Add +4.2% 28,660 $814K
Levin Capital Strategies, L.P. 0.09% No change 28,600 $812K
Strategic Wealth Partners, Ltd. 0.08% New 28,420 $807K
Orion Porfolio Solutions, LLC 0.01% Add +0.7% 28,019 $795K
Orion Portfolio Solutions, LLC 0.01% Add +0.7% 28,019 $795K
Inceptionr LLC 0.22% Reduce -10.4% 28,008 $795K
Montgomery Investment Management Inc. 0.31% No change 27,895 $792K
Anchor Investment Management, LLC 0.08% Reduce -4.1% 27,850 $791K
Bramshill Investments, LLC 0.09% New 27,539 $782K
Neville Rodie & Shaw Inc. 0.06% Reduce -0.4% 27,500 $781K
Bollard Group LLC 0.02% Add +0.5% 27,491 $780K
SpiderRock Advisors, LLC 0.02% Reduce -1.2% 27,016 $767K
LS Investment Advisors, LLC 0.12% No change 26,799 $761K
Carson Advisory Inc. 0.52% Reduce -9.3% 26,261 $746K
Blackhill Capital Inc. 0.05% No change 26,240 $745K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -10.3% 26,116 $741K
Recurrent Investment Advisors LLC 0.08% Reduce -3.0% 26,072 $740K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -77.9% 25,809 $733K
Freestone Capital Holdings, LLC 0.03% Add +0.4% 25,693 $729K
NEOS Investment Management LLC 0.03% Add +45.1% 25,619 $727K
UMB Bank, n.a. 0.01% Reduce -1.1% 25,564 $726K
Norinchukin Bank, The 0.02% Add +4.1% 25,506 $724K
North Star Asset Management Inc. 0.03% Reduce -0.8% 25,433 $722K
Synovus Financial Corp. 0.01% Add +7.6% 25,228 $716K
Wellington Shields Capital Management, LLC 0.13% Reduce -5.6% 25,047 $711K
180 Wealth Advisors, LLC 0.12% Add +16.1% 24,352 $705K
Parsons Capital Management Inc. 0.05% Reduce -1.9% 24,833 $705K
Byrne Asset Management LLC 0.58% Reduce -7.2% 24,792 $700K
CENTRAL TRUST Co 0.02% Reduce -19.3% 24,552 $697K
NBT Bank, N.A. 0.05% Reduce -12.1% 24,478 $695K
Mission Wealth Management, LP 0.02% Reduce -0.1% 24,466 $695K
Moser Wealth Advisors, LLC 0.37% Add +2.1% 24,055 $683K
Hancock Whitney Corp. 0.02% Reduce -25.8% 23,776 $675K
SeaBridge Investment Advisors LLC 0.17% Reduce -0.0% 23,748 $674K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -2.4% 23,514 $668K
Wedbush Securities Inc. 0.02% Reduce -10.4% 23,379 $664K
Fox Run Management, L.L.C. 0.12% Add +97.6% 23,371 $664K
Kiley Juergens Wealth Management, LLC 0.18% Add +2.5% 23,245 $660K
Hartford Financial Management Inc. 0.14% Reduce -9.7% 23,232 $660K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 23,201 $659K
Chatham Capital Group, Inc. 0.11% New 23,190 $658K
Lasalle Investment Management Securities LLC 0.03% Add +3.8% 22,960 $652K
Lockheed Martin Investment Management Co. 0.04% Reduce -37.8% 22,720 $645K
Panagora Asset Management Inc. 0.00% Reduce -26.8% 22,698 $644K
Alpha Omega Wealth Management LLC 0.12% Reduce -0.1% 22,659 $643K
Fisher Asset Management 0.00% Add +9.4% 22,572 $641K
United Capital Financial Advisors, LLC 0.01% Reduce -16.2% 22,373 $635K
Cubist Systematic Strategies, LLC 0.01% New 22,286 $633K
Moran Wealth Management, LLC 0.02% Add +2.8% 22,276 $632K
First Pacific Financial 0.16% Add +6.2% 22,223 $631K
Park Avenue Securities LLC 0.01% Reduce -17.4% 22,057 $626K
Nebula Research & Development LLC 0.10% New 21,760 $618K
DAVENPORT & Co LLC 0.00% Reduce -3.2% 21,752 $618K
Capstone Investment Advisors, LLC 0.03% Add +115.4% 21,609 $613K
Versor Investments LP 0.11% New 21,600 $613K
Summit Global Investments 0.04% Reduce -16.8% 21,603 $613K
Sumitomo Life Insurance Co. 0.01% Reduce -11.8% 21,118 $600K
Argent Trust Co 0.03% Reduce -0.4% 21,034 $597K
Compass Wealth Management LLC 0.15% Reduce -15.8% 21,011 $597K
Coldstream Capital Management Inc. 0.01% Add +0.5% 20,972 $595K
Guggenheim Capital LLC 0.00% Reduce -29.6% 20,807 $591K
Advisory Services Network, LLC 0.01% Reduce -4.5% 20,706 $588K
Simplex Trading, LLC 0.02% New 20,705 $587K
V-Square Quantitative Management LLC 0.09% Add +6.5% 20,631 $586K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +4.2% 20,596 $585K
Glenmede Trust Co. NA 0.00% Reduce -54.0% 20,554 $584K
Intech Investment Management LLC 0.01% Add +40.2% 20,463 $581K
Wolverine Trading, LLC 0.01% New 20,242 $575K
NCM Capital Management, LLC 0.30% Reduce -1.0% 20,191 $573K
Dorsey & Whitney Trust CO LLC 0.04% Add +0.0% 20,173 $573K
Point72 (DIFC) Ltd 0.05% New 20,051 $569K
Bryn Mawr Trust Advisors, LLC 0.03% No change 20,000 $568K
Somerset Group LLC 0.50% No change 19,777 $561K
Smith, Moore & Co. 0.06% Add +1.8% 19,590 $556K
Beacon Investment Advisors LLC 0.28% Add +0.3% 19,564 $555K
Rathbones Group PLC 0.00% Add +3.2% 19,502 $554K
Garda Capital Partners LP 0.30% New 19,447 $552K
Manchester Capital Management LLC 0.07% Reduce -1.5% 19,398 $551K
Schulhoff & Co. Inc. 0.25% No change 19,255 $547K
Stephens Inc. 0.01% Add +2.8% 19,070 $541K
Walleye Capital LLC 0.01% Add +703.3% 18,942 $538K
Snowden Capital Advisors LLC 0.02% Reduce -8.6% 18,851 $535K
Pinnacle Associates Ltd. 0.01% Reduce -2.4% 18,656 $530K
J.W. Cole Advisors, Inc. 0.02% Add +0.7% 18,621 $529K
United Services Automobile Association 0.01% Reduce -6.7% 18,567 $527K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.22% No change 18,530 $526K
NewEdge Advisors, LLC 0.00% Add +7.7% 18,517 $526K
Hanson & Doremus Investment Management 0.09% Reduce -8.4% 18,139 $515K
Huntington National Bank 0.01% Add +0.4% 18,117 $514K
Legacy Wealth Asset Management, LLC 0.14% Add +3.7% 18,025 $512K
Murphy Pohlad Asset Management LLC 0.22% No change 17,990 $511K
Karpas Strategies, LLC 0.16% Add +0.1% 17,794 $505K
Axiom Advisory, LLC 0.01% New 16,191 $501K
Courier Capital LLC 0.04% No change 17,501 $497K
Denali Advisors LLC 0.13% Reduce -24.5% 17,296 $491K
Venture Visionary Partners LLC 0.02% Reduce -2.1% 17,289 $491K
Whittier Trust Co. 0.01% Reduce -26.9% 17,220 $489K
Biechele Royce Advisors 0.16% Reduce -4.8% 17,162 $487K
Cibc World Market Inc. 0.00% Add +158.7% 17,155 $487K
Siemens Fonds Invest GmbH 0.04% No change 17,111 $486K
Ingalls & Snyder LLC 0.02% Reduce -0.2% 17,045 $484K
Marex Group Ltd 0.01% New 17,000 $483K
Regions Financial Corp. 0.00% Reduce -4.8% 16,970 $482K
Biltmore Wealth Management, LLC 0.21% Reduce -24.3% 16,908 $480K
Cwm, LLC 0.00% Add +3.9% 16,817 $477K
Institute for Wealth Management, LLC. 0.06% Add +2.2% 16,731 $475K
Apollon Wealth Management, LLC 0.01% Add +9.0% 16,550 $470K
Financial Security Advisor, Inc. 0.16% Reduce -1.1% 16,444 $467K
Greenleaf Trust 0.00% Reduce -17.2% 16,434 $467K
Keudell/Morrison Wealth Management 0.14% Reduce -0.4% 16,397 $466K
Delta Asset Management LLC 0.04% Reduce -1.0% 16,290 $462K
Saturna Capital Corp. 0.01% Add +4.8% 16,239 $461K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -1.5% 16,112 $457K
Forbes J M & Co. LLP 0.05% No change 16,101 $457K
Atria Investments, Inc 0.01% New 16,022 $455K
Values First Advisors, Inc. 0.27% Reduce -0.1% 16,010 $455K
Prairie Sky Financial Group LLC 0.28% No change 16,000 $454K
Vontobel Holding Ltd. 0.00% Reduce -42.0% 15,994 $454K
Wahed Invest LLC 0.09% Add +11.8% 15,988 $454K
Level Four Advisory Services, LLC 0.02% Add +12.1% 15,518 $441K
U.S. Capital Wealth Advisors, LLC 0.02% New 15,516 $440K
Dynamic Technology Lab Private Ltd 0.05% New 15,502 $440K
Caldwell Trust Co 0.05% Reduce -7.6% 15,263 $433K
Regency Capital Management Inc.\DE 0.28% New 15,130 $430K
TLS Advisors LLC 1.07% New 15,000 $426K
Integrated Wealth Concepts LLC 0.01% Reduce -1.8% 14,924 $424K
Cullen Capital Management, LLC 0.00% No change 14,917 $423K
Symphony Financial, Ltd. Co. 0.08% New 15,319 $423K
Assetmark, Inc. 0.00% Reduce -0.2% 14,742 $419K
Quantinno Capital Management LP 0.01% Reduce -39.1% 14,457 $410K
HB Wealth Management, LLC 0.00% Add +0.6% 14,454 $410K
Keynote Financial Services LLC 0.35% Reduce -10.1% 14,448 $410K
First Trust Direct Indexing L.P. 0.03% Reduce -11.4% 14,324 $407K
Dakota Wealth Management 0.01% Reduce -3.2% 14,264 $405K
Ieq Capital, LLC 0.01% Add +16.1% 14,147 $402K
Choreo, LLC 0.01% New 14,534 $401K
NovaPoint Capital, LLC 0.14% Add +4.2% 14,133 $401K
SPC Financial, Inc. 0.04% Reduce -0.6% 13,982 $397K
Fernwood Investment Management, LLC 0.12% No change 13,900 $395K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% Reduce -56.3% 13,620 $387K
Magnus Financial Group LLC 0.04% Add +0.1% 13,503 $383K
Sigma Planning Corp 0.01% Reduce -5.8% 13,448 $382K
Bayesian Capital Management, LP 0.04% New 13,000 $369K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -91.5% 12,961 $368K
Prio Wealth Limited Partnership 0.01% Reduce -6.7% 12,883 $366K
Sabal Trust CO 0.02% Reduce -4.7% 12,753 $362K
Park National Corp. 0.01% Add +65.9% 12,683 $360K
TSP Capital Management Group, LLC 0.11% Add +1.2% 12,611 $358K
Blue Trust, Inc. 0.00% Add +36.8% 9,811 $352K
Cim Investment Management Inc. 0.11% Reduce -0.6% 12,231 $347K
Silvercrest Asset Management Group LLC 0.00% No change 12,105 $344K
Pallas Capital Advisors LLC 0.02% Reduce -7.6% 11,167 $338K
TRUE Private Wealth Advisors 0.04% No change 11,922 $338K
BLB&B Advisors, LLC 0.02% Reduce -1.0% 11,922 $338K
Wealthspire Advisors, LLC 0.00% Add +0.0% 11,844 $336K
NewEdge Wealth, LLC 0.01% Reduce -3.6% 11,784 $335K
Checchi Capital Advisers, LLC 0.03% Reduce -12.4% 11,771 $334K
Acadian Asset Management LLC 0.00% New 11,774 $333K
Federation des caisses Desjardins du Quebec 0.00% Add +391.4% 11,710 $332K
Brighton Jones LLC 0.01% Reduce -1.2% 11,561 $328K
Venturi Wealth Management, LLC 0.02% Add +3091.4% 11,553 $328K
GAMMA Investing LLC 0.04% Add +10.8% 11,536 $328K
King Luther Capital Management Corp. 0.00% Reduce -15.5% 11,520 $327K
Cadence Bank 0.02% No change 11,427 $324K
Belpointe Asset Management LLC 0.02% Add +16.5% 11,357 $322K
Profund Advisors LLC 0.01% Add +2.6% 11,293 $321K
Cable Hill Partners, LLC 0.03% Add +10.5% 11,193 $318K
Choate Investment Advisors 0.01% Add +1.0% 11,070 $314K
Bridgewater Associates 0.00% Reduce -45.8% 11,055 $314K
Stock Yards Bank & Trust Co. 0.01% No change 11,027 $313K
Marco Investment Management LLC 0.03% No change 10,999 $312K
Quarry LP 0.13% Add +1665.8% 10,948 $311K
Palisades Hudson Asset Management, L.P. 0.14% No change 10,898 $309K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -14.5% 10,883 $309K
Buckhead Capital Management LLC 0.10% No change 10,796 $306K
First Affirmative Financial Network 0.21% Add +32.6% 10,742 $305K
Auxier Asset Management LLC 0.05% Reduce -0.7% 10,716 $304K
Nomura Holdings Inc. 0.00% Add +81.1% 10,550 $300K
Bank of Hawaii 0.01% Reduce -0.1% 10,502 $298K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -2.0% 10,500 $298K
Waverly Advisors, LLC 0.01% Add +61.7% 10,445 $297K
Wilkinson Global Asset Management LLC 0.02% No change 10,400 $295K
Penserra Capital Management LLC 0.00% Add +26.8% 10,390 $295K
Evanson Asset Management, LLC 0.02% Reduce -66.2% 10,358 $294K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 10,336 $293K
Horizon Investments, LLC 0.01% Reduce -7.0% 10,299 $292K
Pinnacle West Asset Management, Inc. 0.23% Add +4.6% 10,290 $292K
Bleakley Financial Group, LLC 0.01% Reduce -24.7% 10,223 $290K
Simplicity Wealth,LLC 0.01% Reduce -24.8% 10,216 $290K
Atria Wealth Solutions, Inc. 0.00% Add +0.2% 10,178 $289K
Ameritas Advisory Services, LLC 0.01% Add +14.0% 10,173 $289K
Chilton Capital Management LLC 0.01% Add +1.2% 10,122 $287K
Keeley-Teton Advisors, LLC 0.04% No change 10,077 $286K
Means Investment Co., Inc. 0.03% Add +0.5% 10,016 $284K
Old North State Trust, LLC 0.25% No change 9,989 $284K
Jade Capital Advisors, LLC 0.20% Reduce -80.0% 10,000 $284K
Supplemental Annuity Collective Trust of NJ 0.09% No change 10,000 $284K
KCM Investment Advisors LLC 0.01% Reduce -2.9% 9,985 $283K
Shepherd Financial Partners LLC 0.04% No change 9,976 $283K
Foundations Investment Advisors, LLC 0.01% Add +15.3% 9,897 $281K
Marble Harbor Investment Counsel, LLC 0.03% Add +3.1% 9,875 $280K
Johnson Investment Counsel Inc. 0.00% Reduce -2.3% 9,851 $280K
Mather Group, Llc. 0.00% Add +12.5% 7,705 $277K
Widmann Financial Services, Inc. 0.22% Add +2.2% 9,669 $274K
Modera Wealth Management, LLC 0.00% Add +0.0% 9,653 $274K
Community Trust & Investment Co. 0.02% No change 9,635 $274K
Telos Capital Management, Inc. 0.03% Add +0.4% 9,606 $273K
Ellenbecker Investment Group 0.05% No change 9,600 $273K
BBR Partners, LLC 0.02% No change 9,600 $273K
Bernardo Wealth Planning LLC 0.07% No change 9,594 $272K
Cassaday & Co Wealth Management LLC 0.01% Reduce -0.6% 9,585 $272K
American Financial Advisors, LLC 0.04% Reduce -5.7% 9,564 $272K
Texas Yale Capital Corp. 0.01% Add +10.6% 9,539 $271K
Mayflower Financial Advisors, LLC 0.04% Reduce -6.7% 9,526 $270K
Trust Co. of Vermont 0.01% Reduce -2.4% 9,505 $270K
LBP Am SA 0.01% No change 9,491 $269K
GW Henssler & Associates Ltd. 0.02% Add +0.2% 9,352 $266K
Inspire Investing, LLC 0.03% Reduce -24.3% 9,319 $265K
Trium Capital LLP 0.09% New 9,066 $257K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.8% 8,997 $255K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -46.5% 8,987 $255K
Peak Asset Management, LLC 0.05% Reduce -4.3% 8,860 $252K
Salem Investment Counselors Inc. 0.01% No change 8,841 $251K
Sippican Capital Advisors 0.20% Reduce -61.2% 8,828 $251K
Vicus Capital 0.02% Reduce -5.9% 8,820 $250K
PFG Investments, LLC 0.02% Add +0.1% 8,773 $249K
Ritholtz Wealth Management 0.01% Reduce -40.1% 8,733 $248K
Prudent Man Advisors, LLC 0.09% Add +5.5% 8,722 $248K
L2 Asset Management, LLC 0.07% Add +4.1% 8,651 $246K
Johnson Bixby & Associates, LLC 0.04% No change 8,622 $245K
Diversify Advisory Services, LLC 0.01% Reduce -0.1% 8,791 $242K
Mraz, Amerine & Associates, Inc. 0.05% Reduce -6.3% 8,489 $241K
Realta Investment Advisors 0.05% Add +2.7% 8,470 $240K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 8,455 $240K
Independent Financial Group, LLC 0.01% New 8,431 $239K
SVB Wealth LLC 0.01% Reduce -27.0% 8,398 $238K
Independent Advisor Alliance 0.01% Add +4.2% 8,364 $237K
Wiser Wealth Management, Inc 0.07% Add +1.4% 8,329 $236K
MTM Investment Management, LLC 0.10% No change 8,316 $236K
Hilltop Holdings Inc. 0.03% No change 8,285 $235K
Athena Investment Management 0.14% Reduce -1.2% 8,259 $234K
BNC Wealth Management, LLC 0.09% Reduce -3.2% 8,217 $233K
Wedmont Private Capital 0.01% Reduce -36.6% 7,954 $233K
Gratus Capital, LLC 0.01% Add +1.6% 8,190 $233K
Sunbelt Securities, Inc. 0.02% Add +0.7% 8,188 $232K
Prudential PLC 0.00% No change 8,176 $232K
Essex LLC 0.05% Reduce -6.2% 8,165 $232K
Court Place Advisors, LLC 0.07% Reduce -2.4% 8,050 $229K
Bedel Financial Consulting, Inc. 0.03% Add +1.7% 8,036 $228K
Parallel Advisors, LLC 0.01% Reduce -3.2% 8,018 $228K
Ironwood Investment Counsel, LLC 0.04% No change 8,000 $227K
Waters Parkerson & Co., LLC 0.01% No change 7,920 $225K
Mma Asset Management LLC 0.11% Reduce -3.5% 7,919 $225K
Ameritas Investment Partners, Inc. 0.01% No change 7,893 $224K
Peregrine Asset Advisers, Inc. 0.09% No change 7,888 $224K
Capital Investment Advisors, LLC 0.01% Reduce -11.0% 7,880 $224K
Caprock Group, LLC 0.01% Add +19.4% 7,877 $224K
First Horizon Advisors, Inc. 0.01% Add +733.9% 7,872 $223K
Davidson Trust Co. 0.15% Add +24.7% 7,825 $222K
AXA S.A. 0.00% Reduce -89.0% 7,789 $221K
Lanark Financial, Inc. 0.02% Reduce -11.3% 7,813 $221K
Elevate Wealth Advisory, Inc. 0.18% No change 7,758 $220K
Advisory Alpha, LLC 0.01% Reduce -4.9% 7,731 $220K
Clarius Group, LLC 0.02% Reduce -5.3% 7,617 $216K
Cigna Investments Inc. 0.04% Reduce -1.9% 7,602 $216K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -11.2% 7,548 $214K
Bartlett & Co. Wealth Management LLC 0.00% No change 7,544 $214K
EP Wealth Advisors, LLC 0.00% Reduce -0.2% 7,494 $213K
Bailard, Inc. 0.01% Add +12.1% 7,485 $212K
GeoWealth Management, LLC 0.01% Reduce -8.7% 7,449 $211K
HighPoint Advisor Group LLC 0.01% Reduce -7.8% 6,610 $210K
Sara-Bay Financial 0.08% New 7,334 $208K
Axxcess Wealth Management, LLC 0.01% Reduce -12.0% 7,331 $208K
Kingsview Wealth Management, LLC 0.00% Reduce -0.9% 7,298 $207K
High Net Worth Advisory Group LLC 0.06% Reduce -3.0% 7,240 $206K
CoreFirst Bank & Trust 0.14% Reduce -6.1% 7,239 $206K
Conning Inc. 0.01% Reduce -1.0% 7,231 $205K
Etesian Wealth Advisors, Inc. 0.12% No change 7,212 $205K
Cabot Wealth Management Inc. 0.03% No change 7,200 $204K
Pitcairn Co. 0.01% Reduce -18.7% 7,200 $204K
Renaissance Group LLC 0.01% Add +4.8% 7,193 $204K
Meeder Advisory Services, Inc. 0.01% Add +27.7% 7,179 $204K
GC Wealth Management RIA, LLC 0.04% New 7,176 $204K
Wesbanco Bank Inc. 0.01% No change 7,150 $203K
Fuller & Thaler Asset Management, Inc. 0.00% Add +100.1% 7,145 $203K
Summit X, LLC 0.05% Add +0.0% 7,127 $202K
HM Payson & Co. 0.00% Reduce -4.5% 6,715 $191K
Spire Wealth Management 0.01% Add +0.5% 6,672 $189K
EntryPoint Capital, LLC 0.08% New 6,437 $183K
Avior Wealth Management, LLC 0.01% Reduce -11.6% 6,422 $182K
IFP Advisors, Inc 0.01% Reduce -0.9% 6,341 $180K
Pittenger & Anderson Inc. 0.01% No change 6,104 $173K
S.A. Mason LLC 0.10% Add +5.7% 6,063 $172K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Reduce -87.2% 6,046 $172K
TCTC Holdings, LLC 0.01% No change 5,967 $169K
Spirit of America Management Corp. 0.03% No change 5,800 $165K
Ostrum Asset Management 0.01% Reduce -7.2% 5,705 $162K
First PREMIER Bank 0.04% Reduce -24.1% 5,559 $158K
Walleye Trading LLC 0.00% New 5,257 $149K
Principal Securities, Inc. 0.00% Add +24.8% 5,247 $149K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -27.0% 5,153 $147K
Clearstead Advisors, LLC 0.00% Add +17.7% 5,162 $147K
Parkside Financial Bank & Trust 0.02% Reduce -4.5% 4,797 $136K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.4% 4,683 $133K
Missouri Trust & Investment Co 0.05% Reduce -32.6% 4,640 $132K
Redwood Wealth Management Group, LLC 0.10% New 4,610 $131K
Gilliland Jeter Wealth Management LLC 0.04% No change 4,482 $127K
Headlands Technologies LLC 0.01% New 4,406 $125K
Global Retirement Partners, LLC 0.00% Add +19.9% 4,383 $124K
Valley National Advisers Inc. 0.02% Reduce -1.3% 4,238 $120K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 4,000 $119K
Allianz SE 0.00% Reduce -83.5% 4,100 $116K
Clean Yield Group 0.04% Reduce -16.3% 4,096 $116K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.07% New 4,000 $114K
Allworth Financial LP 0.00% Reduce -2.6% 3,751 $113K
Leonteq Securities AG 0.02% Add +10355.3% 3,973 $113K
City State Bank 0.05% Reduce -4.2% 3,968 $113K
Signaturefd, LLC 0.00% Reduce -26.6% 3,966 $113K
Harbor Investment Advisory, LLC 0.01% Reduce -0.9% 3,806 $108K
TD Private Client Wealth LLC 0.00% Add +40.4% 3,780 $107K
Capital Analysts, LLC 0.00% Reduce -0.2% 3,709 $106K
Private Trust Co. NA 0.01% Reduce -0.8% 3,729 $106K
Washington Trust Advisors, Inc. 0.01% Reduce -7.6% 3,682 $105K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -42.8% 3,580 $102K
Basso Capital Management, L.P. 0.09% No change 3,552 $101K
FinTrust Capital Advisors, LLC 0.02% Add +184.0% 3,496 $99K
Kimelman & Baird, LLC 0.01% — 3,413 $97K
Union Savings Bank 0.05% Reduce -5.9% 3,311 $94K
Rosenberg Matthew Hamilton 0.03% Reduce -3.6% 3,266 $90K
Sentry Investment Management LLC 0.04% Reduce -17.0% 3,156 $90K
International Assets Investment Management, LLC 0.01% New 3,154 $90K
State of Wyoming 0.01% Add +51.5% 3,139 $89K
Quadrant Capital Group LLC 0.01% Reduce -24.2% 3,054 $87K
REAP Financial Group, LLC 0.02% No change 3,035 $86K
Family Firm, Inc. 0.02% New 3,023 $86K
Sandy Spring Bank 0.00% No change 3,014 $86K
Colonial Trust Co / SC 0.01% No change 3,000 $85K
Hollencrest Capital Management 0.00% No change 2,886 $82K
Addison Advisors LLC 0.03% Reduce -4.5% 2,826 $80K
Sound Income Strategies, LLC 0.01% Add +4.8% 2,811 $80K
EverSource Wealth Advisors, LLC 0.01% Add +31.8% 2,502 $79K
Cedar Mountain Advisors, LLC 0.02% Add +0.7% 2,796 $79K
Colonial Trust Advisors 0.01% No change 2,710 $77K
Farther Finance Advisors, LLC 0.00% Add +16.2% 2,694 $74K
Advisors Asset Management, Inc. 0.00% Reduce -19.2% 2,544 $72K
Point72 Hong Kong Ltd 0.00% New 2,498 $71K
Peoples Financial Services Corp. 0.03% No change 2,344 $67K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +43.8% 2,300 $65K
Jones Financial Companies LLLP 0.00% Add +180.0% 2,223 $63K
Archer Investment Corp 0.02% Add +93.3% 2,165 $61K
Geneos Wealth Management Inc. 0.00% Add +9.7% 2,165 $61K
Gould Capital, LLC 0.04% No change 2,130 $60K
Bellevue Asset Management, LLC 0.03% Add +0.2% 2,093 $59K
Broadwater Capital Management LLC 0.05% No change 2,080 $59K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 2,050 $58K
WASHINGTON TRUST Co 0.00% No change 2,023 $57K
Avalon Trust Co 0.00% No change 1,995 $57K
Glen Eagle Advisors, LLC 0.01% Reduce -7.1% 1,975 $56K
Ashton Thomas Private Wealth, LLC 0.00% New 1,962 $56K
NFSG Corp 0.02% No change 1,953 $55K
Smartleaf Asset Management LLC 0.01% Add +6.9% 1,961 $55K
Optiver Holding B.V. 0.00% New 1,920 $55K
Rothschild Investment LLC 0.00% Reduce -5.5% 1,892 $54K
Covestor Ltd 0.03% Reduce -27.1% 1,814 $52K
Glass Jacobson Investment Advisors llc 0.02% No change 1,783 $51K
Harbour Investments, Inc. 0.00% Reduce -1.1% 1,750 $50K
Paloma Partners Management Co 0.01% New 1,700 $48K
Hilltop National Bank 0.02% No change 1,686 $48K
North Star Investment Management Corp. 0.00% No change 1,643 $47K
Centennial Bank 0.02% No change 1,607 $46K
Elevation Wealth Partners, LLC 0.02% No change 1,600 $45K
Riverview Trust Co 0.04% No change 1,596 $45K
Continuum Advisory, LLC 0.01% Add +2.6% 1,561 $44K
Independence Bank of Kentucky 0.01% Add +150000.0% 1,501 $43K
Northwest Capital Management Inc 0.02% No change 1,500 $43K
Deseret Mutual Benefit Administrators 0.02% Add +13.5% 1,472 $42K
Hoey Investments, Inc. 0.01% No change 1,457 $41K
SouthState Bank Corp 0.00% New 1,375 $39K
Quent Capital, LLC 0.00% Reduce -9.1% 1,362 $39K
Cromwell Holdings LLC 0.02% — 1,320 $37K
Princeton Global Asset Management LLC 0.01% No change 1,250 $35K
Park Place Capital Corp 0.01% Add +440.5% 1,227 $35K
Rational Advisors, Inc. 0.00% Reduce -6.0% 1,217 $35K
Investors Research Corp 0.01% No change 1,213 $34K
AdvisorNet Financial, Inc 0.00% Reduce -67.9% 1,186 $34K
Cherry Tree Wealth Management, LLC 0.01% Reduce -40.5% 1,156 $33K
Lindbrook Capital, LLC 0.00% Add +20.8% 1,151 $33K
M&R Capital Management Inc. 0.01% No change 1,107 $31K
United Community Bank 0.01% No change 1,100 $31K
Horizon Bancorp Inc. 0.01% No change 1,004 $29K
Register Financial Advisors LLC 0.01% No change 1,000 $28K
Prestige Wealth Management Group LLC 0.01% Reduce -89.8% 1,000 $28K
Webster Bank, N. A. 0.00% No change 1,000 $28K
Dynamic Wealth Strategies, LLC 0.02% No change 979 $28K
Maryland Capital Advisors Inc. 0.01% No change 979 $28K
Tyler-Stone Wealth Management 0.01% Add +0.6% 976 $28K
Itau Unibanco Holding S.A. 0.00% New 968 $27K
Hall Laurie J Trustee 0.01% No change 964 $27K
Ridgewood Investments LLC 0.01% New 929 $26K
Van Lanschot Kempen Investment Management N.V. 0.00% No change 875 $25K
Estabrook Capital Management 0.00% No change 850 $24K
McIlrath & Eck, LLC 0.00% No change 813 $23K
Nemes Rush Group LLC 0.00% Reduce -50.0% 800 $23K
Armstrong Advisory Group, Inc. 0.00% Reduce -44.4% 800 $23K
Ransom Advisory, Ltd 0.01% No change 750 $21K
Millburn Ridgefield LLC 0.00% Add +4.4% 742 $21K
Catalyst Capital Advisors LLC 0.00% Add +4.4% 742 $21K
CGC Financial Services, LLC 0.01% No change 725 $21K
Wetzel Investment Advisors, Inc. 0.01% New 548 $20K
SYSTM Wealth Solutions LLC 0.00% Add +75.7% 680 $19K
Aspire Private Capital, LLC 0.01% No change 678 $19K
Asset Dedication, LLC 0.00% No change 646 $18K
New Millennium Group LLC 0.01% New 638 $18K
Financial Perspectives, Inc 0.01% No change 590 $17K
TD Waterhouse Canada Inc. 0.00% Reduce -56.0% 593 $16K
Sugarloaf Wealth Management, LLC 0.00% Reduce -38.0% 565 $16K
Barrett & Company, Inc. 0.01% No change 561 $16K
Point72 Asia (Singapore) Pte. Ltd. 0.00% New 552 $16K
Bogart Wealth, LLC 0.00% No change 539 $15K
Stuart Chaussee & Associates, Inc. 0.00% No change 533 $15K
Motco 0.00% No change 520 $15K
GHP Investment Advisors, Inc. 0.00% Add +16.3% 513 $15K
Farmers & Merchants Investments Inc. 0.00% No change 505 $14K
Indiana Trust & Investment Management Co 0.01% No change 489 $14K
1832 Asset Management L.P. 0.00% Add +12.8% 467 $13K
Gradient Investments LLC 0.00% No change 466 $13K
Bangor Savings Bank 0.00% No change 464 $13K
Westside Investment Management, Inc. 0.00% No change 456 $13K
Nvwm, LLC 0.00% Reduce -1.1% 453 $13K
Beaird Harris Wealth Management, LLC 0.00% Add +553.0% 431 $12K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 446 $12K
Capital Advisors, Ltd. LLC 0.00% Add +72.9% 415 $12K
Meeder Asset Management Inc. 0.00% New 417 $12K
Plato Investment Management Ltd 0.00% No change 400 $11K
RFP Financial Group LLC 0.00% Add +140.1% 389 $11K
Rise Advisors, LLC 0.01% Add +0.5% 383 $11K
Global Wealth Strategies & Associates 0.00% No change 357 $10K
Salomon & Ludwin, LLC 0.00% No change 356 $10K
GW&K Investment Management, LLC 0.00% Add +5.5% 365 $10K
MV Capital Management, Inc. 0.00% Reduce -6.1% 341 $10K
Piscataqua Savings Bank 0.01% No change 340 $10K
Zions Bancorporation, N.A. 0.00% No change 336 $10K
Tortoise Investment Management, LLC 0.00% Reduce -69.8% 320 $9K
Ramirez Asset Management, Inc. 0.00% No change 302 $9K
Voisard Asset Management Group, Inc. 0.00% Add +0.7% 301 $9K
St Germain D J Co. Inc. 0.00% No change 300 $9K
Opal Wealth Advisors, LLC 0.00% Reduce -15.4% 296 $8K
Tucker Asset Management LLC 0.00% No change 292 $8K
Concourse Financial Group Securities, Inc. 0.00% Reduce -92.1% 286 $8K
Northwest Bank & Trust Co 0.01% Reduce -74.0% 281 $8K
Sachetta, LLC 0.00% Add +34.5% 230 $7K
Creative Financial Designs Inc. 0.00% Add +0.8% 256 $7K
Breakwater Investment Management 0.00% No change 250 $7K
Grove Bank & Trust 0.00% No change 249 $7K
AlphaMark Advisors, LLC 0.00% No change 250 $7K
Coston, McIsaac & Partners 0.00% No change 250 $7K
Financial Management Professionals, Inc. 0.00% Reduce -2.3% 257 $7K
Tradewinds Capital Management, LLC 0.00% No change 239 $7K
Raleigh Capital Management Inc. 0.00% Reduce -11.3% 235 $7K
Bruce G. Allen Investments, LLC 0.01% Reduce -55.0% 233 $7K
Painted Porch Advisors LLC 0.00% New 229 $7K
Carolinas Wealth Consulting LLC 0.00% Reduce -16.9% 226 $6K
Fairway Wealth LLC 0.00% New 213 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 200 $6K
Annapolis Financial Services, LLC 0.00% No change 200 $6K
Catalyst Funds Management Pty Ltd 0.00% New 200 $6K
Crewe Advisors LLC 0.00% No change 194 $6K
Eagle Bay Advisors LLC 0.00% No change 184 $5K
Global Financial Private Client, LLC 0.00% No change 184 $5K
Caldwell Sutter Capital, Inc. 0.00% Add +10.1% 175 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 174 $5K
Great Lakes Retirement, Inc. 0.00% New 164 $5K
Bell Investment Advisors, Inc 0.00% No change 160 $5K
Cypress Capital, LLC 0.00% New 160 $5K
Private Wealth Management Group, LLC 0.00% Reduce -15.5% 153 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -29.1% 149 $4K
Abound Wealth Management 0.00% Reduce -45.3% 133 $4K
HHM Wealth Advisors, LLC 0.00% Reduce -78.9% 133 $4K
Arrow Financial Corp 0.00% No change 110 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 120 $3K
Smithfield Trust Co 0.00% No change 130 $3K
Highline Wealth Partners LLC 0.00% Add +300.0% 100 $3K
Security National Bank 0.00% No change 100 $3K
Fortitude Family Office, LLC 0.00% Reduce -73.5% 92 $3K
PSI Advisors, LLC 0.00% New 92 $3K
Key Financial Inc 0.00% No change 91 $3K
Winch Advisory Services, LLC 0.00% Add +1.4% 71 $2K
Creekmur Asset Management LLC 0.00% Reduce -71.6% 69 $2K
Caitlin John, LLC 0.00% Reduce -99.8% 66 $2K
Lynx Investment Advisory 0.00% — 61 $2K
Dunhill Financial, LLC 0.00% Add +1.7% 61 $2K
MCF Advisors LLC 0.00% No change 61 $2K
Kelly Financial Services LLC 0.00% No change 59 $2K
Country Trust Bank 0.00% No change 57 $2K
Center for Financial Planning, Inc. 0.00% No change 52 $1K
Beacon Capital Management, LLC 0.00% No change 50 $1K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 47 $1K
Atlas Capital Advisors Inc. 0.00% No change 45 $1K
CBIZ Investment Advisory Services, LLC 0.00% Add +2.6% 40 $1K
Coppell Advisory Solutions LLC 0.00% — 39 $1K
Unique Wealth Strategies, LLC 0.00% New 30 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Strategic Financial Concepts, LLC 0.00% New 30,402 $957
Delos Wealth Advisors, LLC 0.00% No change 25 $710
Global Trust Asset Management, LLC 0.00% No change 24 $681
WR Wealth Planners, LLC 0.00% Reduce -29.0% 22 $625
Raffa Wealth Management, LLC 0.00% No change 21 $596
Versant Capital Management, Inc 0.00% No change 21 $596
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 19 $539
CVA Family Office, LLC 0.00% Reduce -93.7% 19 $539
West Paces Advisors Inc. 0.00% No change 18 $511
Horizon Financial Services, LLC 0.00% No change 17 $483
Concord Wealth Partners 0.00% New 15 $426
Ruedi Wealth Management, Inc. 0.00% New 13 $369
Transcendent Capital Group LLC 0.00% No change 10 $284
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -66.7% 9 $256
Janiczek Wealth Management, LLC 0.00% No change 8 $228
Aspect Partners, LLC 0.00% Reduce -65.2% 8 $227
Jamison Private Wealth Management, Inc. 0.00% Reduce -87.5% 5 $142
JFS Wealth Advisors, LLC 0.00% Reduce -77.8% 2 $57
Avion Wealth 0.00% Add +6.7% 32 $0

"% of holder's portfolio" is WY's weight in each manager's 13F, not the share of Weyerhaeuser Co. the manager owns.