SMURFIT WESTROCK PLC

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SW·G8267P108·US·equity·Consumer Cyclical - Packaging & Containers-13D/G

SHS

SW (SMURFIT WESTROCK PLC) is held by 243 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($2.4B), BlackRock, Inc. ($1.7B), Capital Research Global Investors ($1.4B). Net institutional sentiment: Mixed.

243

Holders

Avg rating(15 Elite)

$15.9B

Total Value

53% (259)

Fund Consensus

135 buying - 119 selling

Smart Money Verdict

View all

48Weak MomentumSplit Signals

Institutional (13F)51

Insider (Form 4)27

Activist (13D/13G)47

Congressional (STOCK Act)70

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See how SW's score breaks down across 4 SEC sources

Holder Quality

15

★★★★★

Elite

70

★★★★

Strong

93

★★★

Solid

57

★★

Below

23

★

Weak

Held by 243 funds

15 elite

Who's Trading

InsiderHKHietala Kaisa

13F: Dec 31, 2025Insider & Congress: Updated regularly

Positions (258)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Decreased	60.9M(-0.9%)	$2.4B	0.0%	-6.59%	0
BlackRock, Inc.	Increased	44.2M(+1.6%)	$1.7B	0.0%	-11.64%	32
Capital Research Global Investors	Increased	36.1M(+31.2%)	$1.4B	0.3%	+0.87%	48
STATE STREET CORP	Increased	24.7M(+3.5%)	$953.3M	0.0%	-4.05%	33
NUNuveen, LLC	Decreased	22.3M(-5.3%)	$861.3M	0.2%	+3.56%	0
Orbis Allan Gray Ltd	Decreased	14M(-26.3%)	$539.7M	2.3%	-1.15%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	13.8M(+1.1%)	$531.5M	0.0%	-6.13%	32
FMR LLC	Decreased	11.1M(-8.6%)	$430.4M	0.0%	-10.27%	0
Invesco Ltd.	Decreased	9.5M(-5.4%)	$369M	0.1%	-6.31%	0
Bank of New York Mellon Corp	Increased	9.1M(+4.1%)	$350.1M	0.1%	-3.92%	32
AMERIPRISE FINANCIAL INC	Increased	8.7M(+14.3%)	$335.4M	0.1%	-4.32%	35
FIL Ltd	Decreased	8.1M(-5.0%)	$313.5M	0.2%	-9.22%	0
DEUTSCHE BANK AG\	Increased	7.3M(+28.8%)	$280.5M	0.1%	-1.98%	39
FRANKLIN RESOURCES INC	Decreased	6.8M(-39.8%)	$263.9M	0.1%	+1.82%	0
AQR CAPITAL MANAGEMENT LLC	Increased	5.7M(+8132.7%)	$221.4M	0.1%	+16.22%	59
NORDEA INVESTMENT MANAGEMENT AB	Decreased	5.5M(-5.6%)	$211.4M	0.2%	-5.90%	0
MORGAN STANLEY	Increased	5.2M(+1.0%)	$202.9M	0.0%	-2.13%	31
BANK OF AMERICA CORP /DE/	Decreased	5.1M(-15.4%)	$198.8M	0.0%	-9.55%	0
NORTHERN TRUST CORP	Increased	4.8M(+10.2%)	$184.9M	0.0%	-5.16%	34
DIMENSIONAL FUND ADVISORS LP	Increased	4.7M(+6.2%)	$181.3M	0.0%	-5.08%	32
Legal & General Group Plc	Increased	4.6M(+11.4%)	$177.4M	0.0%	-1.72%	34
Amundi	Increased	4.2M(+0.4%)	$160.7M	0.0%	-5.75%	30
UBS Group AG	Decreased	3.6M(-67.8%)	$140M	0.0%	+3.44%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	3.3M(+5.0%)	$129M	0.0%	-4.85%	32
MWMARSHALL WACE, LLP	Decreased	3.3M(-33.0%)	$126.6M	0.1%	+2.87%	0
JPMORGAN CHASE & CO	Decreased	3.2M(-48.5%)	$124.5M	0.0%	-7.20%	0
BARCLAYS PLC	Decreased	3.2M(-39.2%)	$123.8M	0.0%	+2.36%	0
GOLDMAN SACHS GROUP INC	Decreased	3.1M(-15.1%)	$119.4M	0.0%	-8.18%	0
Pictet Asset Management Holding SA	Decreased	3M(-40.3%)	$115.2M	0.1%	-6.39%	0
CITADEL ADVISORS LLC	Increased	2.7M(+189.8%)	$104.7M	0.0%	+12.44%	48
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Increased	2.6M(+106.5%)	$99M	0.0%	+10.89%	48
SOSOROS FUND MANAGEMENT LLC	Decreased	2.4M(-69.0%)	$92.9M	1.1%	-5.52%	0
ALLIANCEBERNSTEIN L.P.	Decreased	2.2M(-58.1%)	$85.1M	0.0%	-6.87%	0
SEI INVESTMENTS CO	Increased	1.8M(+149.1%)	$69.9M	0.1%	+9.27%	48
CITIGROUP INC	Decreased	1.7M(-30.9%)	$67.3M	0.0%	-5.25%	0
ROYAL BANK OF CANADA	Increased	1.7M(+70.1%)	$67M	0.0%	+0.90%	44
Swiss National Bank	Decreased	1.4M(-4.9%)	$55.3M	0.0%	-5.92%	0
Alberta Investment Management Corp	New	1.4M	$54M	0.3%	+16.37%	49
Brandywine Global Investment Management, LLC	New	1.4M	$53.7M	0.4%	+16.37%	49
FIRST TRUST ADVISORS LP	Increased	1.3M(+83.7%)	$52M	0.0%	+10.32%	45
Vontobel Holding Ltd.	Increased	1.3M(+2.2%)	$49.1M	0.2%	-6.90%	36
BNP PARIBAS FINANCIAL MARKETS	Increased	1.2M(+2.5%)	$47M	0.0%	-4.59%	30
AVIVA PLC	Increased	1.2M(+1.8%)	$46.3M	0.1%	-3.02%	30
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Increased	1.2M(+20.9%)	$45.6M	0.0%	+4.61%	35
MUMitsubishi UFJ Asset Management Co., Ltd.	Increased	1.1M(+7.1%)	$44.4M	0.0%	-3.32%	31
Sumitomo Mitsui Trust Group, Inc.	Decreased	1.1M(-5.7%)	$44.1M	0.0%	-5.20%	0
Russell Investments Group, Ltd.	Increased	1M(+335.6%)	$39.4M	0.0%	+11.43%	47
Universal- Beteiligungs- und Servicegesellschaft mbH	Increased	977,387(+0.7%)	$37.8M	0.1%	-11.96%	29
RHUMBLINE ADVISERS	Increased	950,790(+0.9%)	$36.8M	0.0%	-5.83%	29
Cullen Capital Management, LLC	Decreased	924,448(-19.9%)	$35.7M	0.4%	+0.45%	0
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	Increased	870,808(+1.6%)	$33.7M	0.0%	+7.22%	29
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	Decreased	787,739(-57.0%)	$30.5M	0.0%	+4.03%	0
PRINCIPAL FINANCIAL GROUP INC	Increased	677,143(+7.5%)	$26.2M	0.0%	-4.09%	31
Compagnie Lombard Odier SCmA	Decreased	676,222(-10.8%)	$26.1M	0.3%	-6.89%	0
ALPS ADVISORS INC	New	674,538	$26.1M	0.2%	+16.37%	47
Zurich Insurance Group Ltd/FI	Decreased	666,789(-14.5%)	$25.8M	0.2%	-2.93%	0
GAGotham Asset Management, LLC	Increased	656,496(+109.0%)	$25.4M	0.1%	+11.74%	46
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	634,862(+1.1%)	$24.6M	0.0%	-6.37%	29
BROWN ADVISORY INC	Increased	529,616(+26.9%)	$20.5M	0.0%	+8.93%	35
Man Group plc	Decreased	498,218(-48.8%)	$19.3M	0.0%	+3.09%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	493,878(+21.8%)	$19.1M	0.0%	-5.46%	34
AGADAGE CAPITAL PARTNERS GP, L.L.C.	Decreased	471,389(-0.8%)	$18.2M	0.0%	-7.69%	0
Savant Capital, LLC	Decreased	467,402(-14.4%)	$18.1M	0.1%	-7.29%	0
MACKENZIE FINANCIAL CORP	Decreased	455,977(-50.3%)	$17.7M	0.0%	-7.57%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Increased	436,074(+0.4%)	$16.9M	0.0%	-6.83%	28
WELLINGTON MANAGEMENT GROUP LLP	Decreased	435,393(-13.5%)	$16.8M	0.0%	-7.31%	0
MOMOORE CAPITAL MANAGEMENT, LP	Decreased	393,812(-46.6%)	$15.2M	0.2%	+7.08%	0
Capital International Investors	Decreased	387,767(-0.2%)	$15M	0.0%	+7.08%	0
BANK OF MONTREAL /CAN/	Decreased	386,007(-55.5%)	$14.9M	0.0%	-1.56%	0
Ninety One UK Ltd	Unchanged	376,677	$14.5M	0.0%	+7.08%	0
AE Wealth Management LLC	Increased	369,652(+9.1%)	$14.3M	0.1%	+6.86%	31
ING GROEP NV	New	366,409	$14.2M	0.1%	+16.37%	39
BANQUE PICTET & CIE SA	Decreased	349,381(-7.6%)	$13.5M	0.1%	-5.58%	0
MILLENNIUM MANAGEMENT LLC	Decreased	340,034(-88.3%)	$13.1M	0.0%	+4.69%	0
Woodline Partners LP	New	331,845	$12.8M	0.0%	+16.37%	39
Aberdeen Group plc	Increased	329,643(+0.0%)	$12.7M	0.0%	+5.32%	28
TITUDOR INVESTMENT CORP ET AL	New	284,704	$11M	0.0%	+16.37%	38
TD ASSET MANAGEMENT INC	Increased	280,583(+48.3%)	$10.9M	0.0%	-1.17%	38
Jefferies Financial Group Inc.	Increased	277,935(+95.7%)	$10.7M	0.1%	+8.60%	44
NATIONAL BANK OF CANADA /FI/	Increased	273,993(+248.9%)	$10.6M	0.0%	+8.08%	45
STATE OF WISCONSIN INVESTMENT BOARD	Decreased	270,268(-1.4%)	$10.5M	0.0%	-6.61%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	265,837(+129.6%)	$10.3M	0.0%	+7.43%	45
Chevy Chase Trust Holdings, LLC	Decreased	264,747(-0.7%)	$10.2M	0.0%	-6.41%	0
MetLife Investment Management, LLC	Increased	259,353(+18.2%)	$10M	0.0%	-0.14%	32
ZKZurcher Kantonalbank (Zurich Cantonalbank)	Decreased	259,332(-0.1%)	$10M	0.0%	-5.57%	0
Swiss Life Asset Management Ltd	Increased	255,515(+200.2%)	$9.9M	0.1%	+9.20%	45
Vident Advisory, LLC	Increased	241,037(+116.9%)	$9.3M	0.1%	+11.59%	45
ROYAL LONDON ASSET MANAGEMENT LTD	Increased	238,632(+4.5%)	$9.2M	0.0%	+7.17%	29
CREDIT AGRICOLE S A	Increased	225,294(+50.0%)	$8.7M	0.0%	-2.22%	38
TIAA TRUST, NATIONAL ASSOCIATION	Increased	223,430(+5.9%)	$8.6M	0.0%	+7.56%	29
AOAsset Management One Co., Ltd.	Increased	219,316(+0.0%)	$8.5M	0.0%	-5.95%	27
NEW YORK STATE COMMON RETIREMENT FUND	Decreased	219,334(-62.7%)	$8.5M	0.0%	-3.38%	0
MUMitsubishi UFJ Trust & Banking Corp	Decreased	216,333(-5.3%)	$8.4M	0.0%	-6.59%	0
FULLER & THALER ASSET MANAGEMENT, INC.	Decreased	212,835(-9.7%)	$8.2M	0.0%	-5.06%	0
RAYMOND JAMES FINANCIAL INC	Increased	209,344(+4.4%)	$8.1M	0.0%	-12.04%	29
WELLS FARGO & COMPANY/MN	Decreased	206,286(-14.6%)	$8M	0.0%	-3.48%	0
Quantinno Capital Management LP	Increased	201,696(+87.0%)	$7.8M	0.0%	+8.94%	43
State of Tennessee, Department of Treasury	Increased	182,297(+83.7%)	$7.6M	0.0%	+2.23%	42
GIGATEWAY INVESTMENT ADVISERS LLC	Increased	191,277(+34.1%)	$7.4M	0.1%	-2.03%	35
JANUS HENDERSON GROUP PLC	Decreased	191,123(-93.5%)	$7.4M	0.0%	+4.16%	0
M&G Plc	Increased	188,914(+29.6%)	$7.4M	0.0%	-0.05%	34
NANOMURA ASSET MANAGEMENT CO LTD	Increased	185,336(+7.3%)	$7.2M	0.0%	-4.80%	29
KLP KAPITALFORVALTNING AS	Decreased	183,171(-6.7%)	$7.1M	0.0%	-11.50%	0
AMERICAN CENTURY COMPANIES INC	Increased	181,725(+9.1%)	$7M	0.0%	-5.16%	30
State of New Jersey Common Pension Fund D	Decreased	178,555(-2.1%)	$6.9M	0.0%	-6.37%	0
VICTORY CAPITAL MANAGEMENT INC	Increased	175,598(+28.6%)	$6.8M	0.0%	-8.05%	34
Lansforsakringar Fondforvaltning AB (publ)	Increased	173,001(+0.3%)	$6.7M	0.0%	-11.37%	27
Pathstone Holdings, LLC	Increased	167,255(+128.6%)	$6.5M	0.0%	+5.33%	44
EGEngineers Gate Manager LP	New	166,086	$6.4M	0.1%	+16.37%	38
LPL Financial LLC	Decreased	160,471(-3.8%)	$6.2M	0.0%	-8.95%	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Decreased	156,811(-3.7%)	$6.1M	0.0%	-6.65%	0
RAResona Asset Management Co.,Ltd.	Increased	149,038(+4.3%)	$5.8M	0.0%	+6.39%	28
VOYA INVESTMENT MANAGEMENT LLC	Increased	147,881(+10.9%)	$5.7M	0.0%	-4.87%	30
KIKorea Investment CORP	Decreased	147,377(-29.2%)	$5.7M	0.0%	-1.25%	0
STATE OF MICHIGAN RETIREMENT SYSTEM	Decreased	146,964(-3.3%)	$5.7M	0.0%	-6.44%	0
Arizona State Retirement System	Decreased	143,503(-7.0%)	$5.5M	0.0%	-6.54%	0
MIMediolanum International Funds Ltd	Increased	140,597(+4.9%)	$5.5M	0.1%	-10.16%	28
Czech National Bank	Increased	137,680(+3.8%)	$5.3M	0.0%	-4.28%	28
Saba Capital Management, L.P.	New	137,389	$5.3M	0.2%	+16.37%	45
FORSTA AP-FONDEN	Increased	135,400(+5.1%)	$5.2M	0.0%	-4.12%	28
CIBC Asset Management Inc	Increased	133,301(+64.8%)	$5.2M	0.0%	+0.67%	39
National Pension Service	Decreased	131,794(-84.9%)	$5.1M	0.0%	-10.70%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	Increased	139,127(+40.1%)	$5M	0.0%	+9.59%	36
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Decreased	121,463(-3.1%)	$4.7M	0.0%	-4.98%	0
DnB Asset Management AS	Increased	117,696(+8.0%)	$4.6M	0.0%	-4.75%	29
ProShare Advisors LLC	Increased	112,265(+7.4%)	$4.3M	0.0%	-3.85%	29
RSRetirement Systems of Alabama	Decreased	111,087(-0.3%)	$4.3M	0.0%	-6.74%	0
Trexquant Investment LP	Increased	104,102(+91.3%)	$4M	0.0%	+11.33%	42
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	94,926(-16.7%)	$3.9M	0.0%	-7.82%	0
SMSumitomo Mitsui DS Asset Management Company, Ltd	Increased	98,020(+58.4%)	$3.8M	0.0%	+1.02%	38
Verition Fund Management LLC	Increased	93,960(+61.4%)	$3.6M	0.0%	+6.08%	38
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	Increased	92,480(+23.3%)	$3.6M	0.0%	-3.90%	32
DANSKE BANK A/S	Increased	90,988(+10.8%)	$3.5M	0.0%	+4.66%	29
XPONANCE LLC	Increased	90,887(+24.8%)	$3.5M	0.0%	-2.98%	32
Mirae Asset Global Investments Co., Ltd.	Increased	90,679(+27.9%)	$3.5M	0.0%	+0.35%	33
FWFocus Partners Wealth	Increased	86,831(+729.9%)	$3.4M	0.0%	+12.34%	43
APG Asset Management N.V.	Increased	102,126(+27.1%)	$3.4M	0.0%	-1.15%	33
Utah Retirement Systems	Unchanged	85,152	$3.3M	0.0%	+2.19%	0
Ensign Peak Advisors, Inc	Decreased	83,278(-47.3%)	$3.2M	0.0%	-5.36%	0
CI INVESTMENTS INC.	Decreased	82,239(-0.6%)	$3.2M	0.0%	+3.77%	0
Police & Firemen's Retirement System of New Jersey	Decreased	79,281(-5.4%)	$3.1M	0.0%	-12.29%	0
Rathbones Group PLC	Decreased	77,510(-6.2%)	$3M	0.0%	-6.73%	0
CIBC WORLD MARKETS CORP	Decreased	72,638(-76.7%)	$2.8M	0.0%	+1.88%	0
WORLDQUANT MILLENNIUM ADVISORS LLC	Decreased	71,111(-65.4%)	$2.7M	0.0%	+7.08%	0
Tredje AP-fonden	Decreased	68,132(-84.1%)	$2.6M	0.0%	-4.04%	0
PUBLIC SECTOR PENSION INVESTMENT BOARD	Increased	67,894(+49.7%)	$2.6M	0.0%	-0.07%	36
STRS OHIO	Increased	63,380(+408.8%)	$2.5M	0.0%	+13.78%	42
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	58,085(-5.4%)	$2.4M	0.0%	-5.61%	0
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	61,496(+27.3%)	$2.4M	0.0%	-1.94%	32
DAVENPORT & Co LLC	Increased	59,954(+5.0%)	$2.3M	0.0%	-5.50%	27
Pacer Advisors, Inc.	Decreased	58,130(-96.9%)	$2.2M	0.0%	+6.80%	0
JANE STREET GROUP, LLC	Decreased	56,332(-48.0%)	$2.2M	0.0%	+7.08%	0
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	Decreased	56,055(-0.9%)	$2.2M	0.0%	-13.39%	0
STIFEL FINANCIAL CORP	Increased	53,417(+54.7%)	$2.1M	0.0%	-0.29%	37
PRUDENTIAL FINANCIAL INC	Decreased	52,866(-38.7%)	$2M	0.0%	-3.13%	0
AustralianSuper Pty Ltd	Unchanged	50,602	$2M	0.0%	+6.41%	0
Cetera Investment Advisers	Increased	50,322(+73.0%)	$1.9M	0.0%	+4.33%	39
Cerity Partners LLC	Increased	46,108(+55.2%)	$1.8M	0.0%	+0.79%	36
Allianz Asset Management GmbH	Decreased	45,084(-10.5%)	$1.7M	0.0%	-6.73%	0
Swedbank AB	Unchanged	44,304	$1.7M	0.0%	-6.73%	0
MACQUARIE GROUP LTD	Decreased	44,182(-4.9%)	$1.7M	0.0%	-8.86%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	44,063(-24.6%)	$1.7M	0.0%	-5.60%	0
Rafferty Asset Management, LLC	Decreased	43,732(-1.7%)	$1.7M	0.0%	-4.63%	0
FEDERATED HERMES, INC.	Decreased	40,649(-48.4%)	$1.6M	0.0%	+6.00%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	39,556(-27.3%)	$1.5M	0.0%	-6.60%	0
NINEOS Investment Management LLC	Increased	36,527(+29.7%)	$1.4M	0.0%	+3.34%	32
WESTWOOD HOLDINGS GROUP INC	Increased	36,022(+15.8%)	$1.4M	0.0%	-3.97%	29
CAPTRUST FINANCIAL ADVISORS	Increased	34,577(+84.8%)	$1.3M	0.0%	+6.23%	39
Empowered Funds, LLC	Increased	34,184(+174.1%)	$1.3M	0.0%	+7.85%	41
NISA INVESTMENT ADVISORS, LLC	Increased	32,768(+160.7%)	$1.3M	0.0%	+9.86%	41
Bank Julius Baer & Co. Ltd, Zurich	Increased	32,176(+0.1%)	$1.2M	0.0%	-12.35%	25
Connor, Clark & Lunn Investment Management Ltd.	Increased	31,284(+37.7%)	$1.2M	0.0%	+8.54%	33
Tidal Investments LLC	Increased	29,749(+78.8%)	$1.2M	0.0%	+5.85%	38
ABN AMRO Bank N.V.	Decreased	28,429(-32.3%)	$1.1M	0.0%	-5.69%	0
GUGGENHEIM CAPITAL LLC	Decreased	28,236(-24.2%)	$1.1M	0.0%	+0.24%	0
M&T BANK CORP	Increased	22,528(+290.1%)	$1M	0.0%	+9.43%	40
Robeco Institutional Asset Management B.V.	Decreased	25,682(-26.9%)	$993,123	0.0%	-6.53%	0
HighTower Advisors, LLC	Increased	25,344(+12.6%)	$980,065	0.0%	-4.04%	28
NewEdge Wealth, LLC	Increased	22,219(+23.0%)	$859,209	0.0%	+8.39%	30
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	22,148(+14.0%)	$856,478	0.0%	-0.02%	28
Allspring Global Investments Holdings, LLC	Decreased	21,137(-2.9%)	$837,025	0.0%	-6.17%	0
JACOBS LEVY EQUITY MANAGEMENT, INC	Decreased	20,840(-0.6%)	$805,883	0.0%	+3.68%	0
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	Decreased	20,643(-0.1%)	$798,265	0.0%	+5.33%	0
Assenagon Asset Management S.A.	Increased	20,583(+19.6%)	$795,945	0.0%	-2.44%	29
Mariner, LLC	Decreased	20,255(-36.5%)	$783,106	0.0%	-7.46%	0
OSAIC HOLDINGS, INC.	Decreased	18,751(-46.1%)	$725,430	0.0%	+0.45%	0
Neuberger Berman Group LLC	Decreased	18,467(-36.8%)	$714,109	0.0%	-3.87%	0
Vanguard Personalized Indexing Management, LLC	Decreased	18,463(-20.0%)	$713,964	0.0%	-5.50%	0
WAWOLVERINE ASSET MANAGEMENT LLC	New	18,000	$696,060	0.0%	+16.37%	34
TRTEACHER RETIREMENT SYSTEM OF TEXAS	Decreased	17,270(-74.8%)	$667,830	0.0%	+2.93%	0
Federation des caisses Desjardins du Quebec	Increased	16,364(+7.0%)	$632,796	0.0%	-1.76%	26
TRUIST FINANCIAL CORP	Decreased	15,903(-9.5%)	$614,953	0.0%	-10.36%	0
MFMerit Financial Group, LLC	Increased	14,719(+8.9%)	$569,183	0.0%	-2.11%	26
Squarepoint Ops LLC	Decreased	13,916(-0.1%)	$538,132	0.0%	+1.21%	0
XTX Topco Ltd	Decreased	13,295(-31.3%)	$514,118	0.0%	+7.08%	0
MML INVESTORS SERVICES, LLC	Increased	12,779(+61.9%)	$494,154	0.0%	-1.04%	35
ExodusPoint Capital Management, LP	Decreased	12,671(-83.6%)	$489,988	0.0%	+7.08%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	12,414(+27.4%)	$480,065	0.0%	-0.64%	30
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	Increased	12,300(+12.8%)	$475,641	0.0%	-10.62%	27
Sequoia Financial Advisors, LLC	Increased	10,951(+72.5%)	$423,490	0.0%	+10.80%	36
OMERS ADMINISTRATION Corp	Decreased	10,867(-56.6%)	$420,227	0.0%	+2.27%	0
Rockefeller Capital Management L.P.	Increased	10,785(+39.8%)	$417,074	0.0%	+9.58%	32
QRQRG CAPITAL MANAGEMENT, INC.	Decreased	10,219(-17.4%)	$395,186	0.0%	-4.88%	0
Schonfeld Strategic Advisors LLC	New	9,839	$380,474	0.0%	+16.37%	33
Wealthfront Advisers LLC	Increased	9,744(+37.4%)	$376,800	0.0%	+8.81%	31
&PARTNERS	Increased	9,607(+28.3%)	$373,373	0.0%	+9.00%	30
NONOMURA HOLDINGS INC	Decreased	9,267(-26.1%)	$358,355	0.0%	+7.08%	0
Corient Private Wealth LLC	Increased	9,677(+39.4%)	$357,776	0.0%	-1.18%	31
US BANCORP \DE\	Decreased	9,018(-24.3%)	$348,725	0.0%	-7.38%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	8,333(-49.4%)	$322,237	0.0%	-2.55%	0
TCW GROUP INC	New	8,124	$314,155	0.0%	+16.37%	32
D. E. Shaw & Co., Inc.	New	8,116	$313,846	0.0%	+16.37%	32
BALYASNY ASSET MANAGEMENT L.P.	New	7,815	$302,206	0.0%	+16.37%	32
Capital International, Inc./CA/	Decreased	7,797(-10.9%)	$301,510	0.0%	+7.08%	0
UFUNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	7,428(+34.4%)	$287,246	0.0%	+1.80%	30
Creative Planning	Increased	7,352(+3.8%)	$284,318	0.0%	-7.57%	24
Jain Global LLC	New	6,692	$258,780	0.0%	+16.37%	32
Wealthspire Advisors, LLC	Increased	6,101(+43.0%)	$235,926	0.0%	-0.16%	31
Pinnacle Financial Partners, Inc.	New	5,653	$218,602	0.0%	+16.37%	32
Steward Partners Investment Advisory, LLC	Decreased	5,393(-6.7%)	$208,557	0.0%	-8.27%	0
REGIONS FINANCIAL CORP	Decreased	5,388(-14.6%)	$208,354	0.0%	+7.08%	0
LAZARD ASSET MANAGEMENT LLC	Decreased	5,266(-76.5%)	$203,636	0.0%	+3.42%	0
FIFTH THIRD BANCORP	Decreased	4,903(-47.3%)	$189,599	0.0%	-3.46%	0
Kestra Advisory Services, LLC	Decreased	4,594(-22.1%)	$177,642	0.0%	-8.40%	0
JONES FINANCIAL COMPANIES LLLP	Increased	3,590(+9.1%)	$138,828	0.0%	-6.27%	24
BROWN BROTHERS HARRIMAN & CO	Increased	2,658(+181.9%)	$102,785	0.0%	+11.64%	35
Allworth Financial LP	Increased	2,214(+3.6%)	$85,627	0.0%	-3.64%	22
Farther Finance Advisors, LLC	Increased	2,163(+25.1%)	$83,633	0.0%	-5.22%	26
ASSETMARK, INC	Decreased	2,081(-9.5%)	$80,487	0.0%	-2.63%	0
EXCHANGE TRADED CONCEPTS, LLC	Increased	2,054(+11.7%)	$79,428	0.0%	-2.19%	24
MAI Capital Management	Decreased	1,533(-16.8%)	$59,288	0.0%	-11.10%	0
PRICE T ROWE ASSOCIATES INC /MD/	Increased	1M(+0.3%)	$40,551	0.0%	-5.99%	20
HUNTINGTON NATIONAL BANK	Decreased	1,017(-43.1%)	$39,308	0.0%	-4.07%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	809	$31,284	0.0%	+16.37%	30
TD Waterhouse Canada Inc.	Unchanged	640	$24,749	0.0%	+0.13%	0
NewEdge Advisors, LLC	Decreased	603(-23.6%)	$23,308	0.0%	-2.07%	0
CIBC Private Wealth Group LLC	Increased	549(+16.1%)	$21,234	0.0%	+0.01%	15
IFM Investors Pty Ltd	New	92,936	$3,594	0.0%	+16.37%	19
CBCULLEN/FROST BANKERS, INC.	Decreased	85(-9.6%)	$3,276	0.0%	-13.39%	0
KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	30(-33.3%)	$1,160	0.0%	-2.84%	0
First Command Advisory Services, Inc.	New	19	$735	0.0%	+16.37%	17
BNP Paribas Asset Management Holding S.A.	New	9,723	$372	0.0%	+16.37%	15
FLOSSBACH VON STORCH SE	Exited	0(-100.0%)	$8.6M	0.0%	-19.85%	0
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Exited	0(-100.0%)	$3M	0.0%	-19.36%	0
Walleye Capital LLC	Exited	0(-100.0%)	$10.9M	0.0%	-19.25%	0
Cresset Asset Management, LLC	Exited	0(-100.0%)	$1.1M	0.0%	-20.26%	0
Virtu Financial LLC	Exited	0(-100.0%)	$495	0.0%	-8.91%	0
Point72 Asset Management, L.P.	Exited	0(-100.0%)	$13.5M	0.0%	-10.92%	0
Magnetar Financial LLC	Exited	0(-100.0%)	$3.3M	0.0%	-7.98%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$3.5M	0.0%	-15.82%	0
INTECH INVESTMENT MANAGEMENT LLC	Exited	0(-100.0%)	$241,840	0.0%	-22.24%	0
BENJAMIN EDWARDS INC	Exited	0(-100.0%)	$661,567	0.0%	-13.37%	0
HSBC HOLDINGS PLC	Exited	0(-100.0%)	$53.3M	0.0%	-11.37%	0
IWIntegrated Wealth Concepts LLC	Exited	0(-100.0%)	$258,914	0.0%	-22.17%	0
GLENMEDE TRUST CO NA	Exited	0(-100.0%)	$1.4M	0.0%	-19.88%	0
HB Wealth Management, LLC	Exited	0(-100.0%)	$400,845	0.0%	-7.98%	0
Boston Partners	Exited	0(-100.0%)	$1.4M	0.0%	-20.06%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$54,827	0.0%	-7.98%	0