Vault-13

ARDMORE SHIPPING CORP ASC

COM · Common Stock · CUSIP Y0207T100 · ISIN MHY0207T1001

193 institutional holders +1 vs Q1 2026
34,070,56534.1m shares reported held*
$477.5mreported value*
24 new 72 added 65 reduced 22 sold out net bought ≈ $12.4m (+887.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.02. Options: 5 managers hold calls ($1.5m notional), 5 hold puts ($1.8m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 115Q4 22: 144Q1 23: 143Q2 23: 147Q3 23: 138Q4 23: 154Q1 24: 164Q2 24: 193Q3 24: 207Q4 24: 180Q1 25: 161Q2 25: 174Q3 25: 167Q4 25: 182Q1 26: 192Q2 26: 193193Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022115
Q4 2022144
Q1 2023143
Q2 2023147
Q3 2023138
Q4 2023154
Q1 2024164
Q2 2024193
Q3 2024207
Q4 2024180
Q1 2025161
Q2 2025174
Q3 2025167
Q4 2025182
Q1 2026192
Q2 2026193

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 107 bought or addedQ3 24: 96 cut or sold outQ4 24: 104 bought or addedQ4 24: 112 cut or sold outQ4 24Q1 25: 73 bought or addedQ1 25: 107 cut or sold outQ2 25: 87 bought or addedQ2 25: 86 cut or sold outQ2 25Q3 25: 82 bought or addedQ3 25: 89 cut or sold outQ4 25: 84 bought or addedQ4 25: 84 cut or sold outQ4 25Q1 26: 99 bought or addedQ1 26: 84 cut or sold outQ2 26: 96 bought or addedQ2 26: 87 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410796
Q4 2024104112
Q1 202573107
Q2 20258786
Q3 20258289
Q4 20258484
Q1 20269984
Q2 20269687

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ3 25 calls: $1.6mQ3 25 puts: $641.5kQ3 25P/C 0.41Q4 25 calls: $2.3mQ4 25 puts: $269.0kQ4 25P/C 0.12Q1 26 calls: $5.2mQ1 26 puts: $33.5kQ1 26P/C 0.01Q2 26 calls: $1.5mQ2 26 puts: $1.8mQ2 26P/C 1.20
Numbers
QuarterCallsPutsP/C
Q3 2025$1.6m$641.5k0.41
Q4 2025$2.3m$269.0k0.12
Q1 2026$5.2m$33.5k0.01
Q2 2026$1.5m$1.8m1.20

Biggest buyers

BlackRock, Inc. Added +665,587+665.6k
JANE STREET GROUP, LLC Added +405,198+405.2k
CastleKnight Management LP Added +272,580+272.6k
TWO SIGMA INVESTMENTS, LP Added +254,958+255.0k
FEARNLEY ASSET MANAGEMENT AS New +208,056+208.1k
GEODE CAPITAL MANAGEMENT, LLC Added +184,935+184.9k
Hartree Partners, LP Added +157,899+157.9k
NAVELLIER & ASSOCIATES INC New +157,157+157.2k
Connor, Clark & Lunn Investment Management Ltd. Added +146,008+146.0k
Numerai GP LLC Added +136,975+137.0k

Biggest sellers

Nuveen, LLC Reduced -428,193-428.2k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -212,157-212.2k
Qube Research & Technologies Ltd Reduced -205,516-205.5k
ROYCE & ASSOCIATES LP Reduced -188,660-188.7k
UBS Group AG Reduced -186,449-186.4k
CITADEL ADVISORS LLC Reduced -181,129-181.1k
RENAISSANCE TECHNOLOGIES LLC Reduced -156,207-156.2k
PRIVATE MANAGEMENT GROUP INC Reduced -145,463-145.5k
MORGAN STANLEY Reduced -138,595-138.6k
Point72 Asset Management, L.P. Reduced -126,081-126.1k

Biggest calls

CITADEL ADVISORS LLC Added $512.8k36.6k shares
JANE STREET GROUP, LLC Added $498.8k35.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $423.1k30.2k shares
GROUP ONE TRADING LLC Reduced $46.2k3.3k shares
SIMPLEX TRADING, LLC Reduced $25.2k1.8k shares

Biggest puts

CITADEL ADVISORS LLC New $998.9k71.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $511.4k36.5k shares
JANE STREET GROUP, LLC New $194.7k13.9k shares
SIMPLEX TRADING, LLC Added $106.5k7.6k shares
GROUP ONE TRADING LLC Reduced $2.8k200 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution +0.4 pts · filed 2026-07-27 5.4% +0.4 pts 2.2m≈ $30.7m 2026-07-27

Fell to 5% or below in the last year: Lolli-Ghetti Annalisa (3.7%, 2026-08-07)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 5 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—5$1.1m$152.6k
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-05-18 McWilliams Curtis B Director Sold 16,277 $19.38 $315.4k16.3k shares -21%
2026-05-15 de Jong Helen Johanna Director Sold 1,534 $18.93 $29.0k1.5k shares -6%
2026-05-15 McWilliams Curtis B Director Sold 848 $19.01 $16.1k848 shares -1%
2026-05-13 McWilliams Curtis B Director Sold 303 $19.02 $5.8k303 shares -<1%
2026-05-12 O'Driscoll Aideen Siobhan SVP & Sr. Dir. of Corp. Svcs Sold 15,848 $18.96 $300.5k15.8k shares -45%
2026-05-12 Tikka Kirsi Director Sold 12,000 $18.93 $227.2k12.0k shares -25%
2026-05-12 McWilliams Curtis B Director Sold 2,572 $19.05 $49.0k2.6k shares -3%
2026-05-12 de Jong Helen Johanna Director Sold 1,966 $19.02 $37.4k2.0k shares -7%
2026-05-05 Kelleher Bart B President Sold plan 8,000 $19.07 $152.6k8.0k shares -12%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,845,6463.8m $53.9m $53.9m 0.00% Added +665.6k +665,587
2 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 2,497,8452.5m $35.0m $35.0m 0.01% Added +45.4k +45,383
3 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 1,982,8942.0m $27.8m $27.8m 0.00% Added +116.2k +116,154
4 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 1,735,4981.7m $24.3m $24.3m 0.01% Added +29.0k +28,971
5 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 1,580,4251.6m $22.1m $22.1m 0.03% Reduced -156.2k -156,207
6 ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio Boston, MA 1,502,1601.5m $21.0m $21.0m 0.02% Added +125.5k +125,528
7 PRIVATE MANAGEMENT GROUP INC 0.39% of their portfolio IRVINE, CA 1,068,3501.1m $15.0m $15.0m 0.39% Reduced -145.5k -145,463
8 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 1,061,6341.1m $14.9m $14.9m 0.00% Reduced -428.2k -428,193
9 Flat Footed LLC 2.30% of their portfolio WILSON, WY 948,865948.9k $13.3m $13.3m 2.30% Reduced -55.8k -55,831
10 RBF Capital, LLC 0.53% of their portfolio RENO, NV 901,880901.9k $12.6m $12.6m 0.53% Unchanged
11 Aristotle Capital Boston, LLC 0.83% of their portfolio BOSTON, MA 887,479887.5k $12.4m $12.4m 0.83% Reduced -51.2k -51,183
12 TICINO WEALTH 3.16% of their portfolio MISSION VIEJO, CA 714,735714.7k $10.0m $10.0m 3.16% Added +8.4k +8,368
13 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 703,262703.3k $9.9m $9.9m 0.01% Reduced -205.5k -205,516
14 Hartree Partners, LP 2.03% of their portfolio NEW YORK, NY 672,899672.9k $9.4m $9.4m 2.03% Added +157.9k +157,899
15 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 651,048651.0k $9.1m $9.1m 0.00% Added +184.9k +184,935
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 648,485648.5k $9.1m $9.1m 0.00% Added +24.5k +24,468
17 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 635,912635.9k $8.9m $8.9m 0.01% Reduced -181.1k -181,129
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 614,388614.4k $8.6m $8.6m 0.00% Reduced -138.6k -138,595
19 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 597,970598.0k $8.4m $8.4m 0.01% Added +405.2k +405,198
20 CastleKnight Management LP 0.29% of their portfolio New York, NY 566,956567.0k $7.9m $7.9m 0.29% Added +272.6k +272,580
21 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 543,549543.5k $7.6m $7.6m 0.01% Added +146.0k +146,008
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 513,137513.1k $7.2m $7.2m 0.00% Added +86.3k +86,349
23 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 422,939422.9k $6.0m $6.0m 0.01% Reduced -55.9k -55,876
24 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 411,648411.6k $5.8m $5.8m 0.01% Added +8.6k +8,569
25 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 352,959353.0k $4.9m $4.9m 0.02% Added +49.1k +49,134
26 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.08% of their portfolio HOUSTON, TX 333,140333.1k $4.7m $4.7m 0.08% Added +15.4k +15,407
27 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 291,318291.3k $4.1m $4.1m 0.00% Added +64.6k +64,626
28 Trexquant Investment LP 0.02% of their portfolio STAMFORD, CT 288,342288.3k $4.0m $4.0m 0.02% Reduced -29.7k -29,671
29 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 285,364285.4k $4.0m $4.0m 0.00% Added +45.5k +45,520
30 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 283,659283.7k $4.0m $4.0m 0.00% Reduced -212.2k -212,157
31 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 274,658274.7k $3.8m $3.8m 0.00% Added +255.0k +254,958
32 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 265,131265.1k $3.7m $3.7m 0.00% Reduced -40.6k -40,575
33 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 259,881259.9k $3.6m $3.6m 0.00% Added +17.0k +17,022
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 256,166256.2k $3.6m $3.6m 0.00% Added +80.2k +80,247
35 Marnell Management LLC 1.68% of their portfolio FARMINGTON HILLS, MI 236,122236.1k $3.3m $3.3m 1.68% Reduced -63.2k -63,235
36 Numerai GP LLC 0.27% of their portfolio SAN FRANCISCO, CA 235,075235.1k $3.3m $3.3m 0.27% Added +137.0k +136,975
37 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 222,404222.4k $3.1m $3.1m 0.00% Reduced -7.8k -7,840
38 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 213,740213.7k $3.0m $3.0m 0.02% Reduced -976 -976
39 FEARNLEY ASSET MANAGEMENT AS 1.05% of their portfolio OSLO, Q8 208,056208.1k $2.9m $2.9m 1.05% New
40 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 200,348200.3k $2.8m $2.8m 0.00% Added +95.6k +95,648
41 SPROTT INC. 0.09% of their portfolio TORONTO, A6 190,300190.3k $2.7m $2.7m 0.09% Added +53.0k +53,000
42 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 189,712189.7k $2.7m $2.7m 0.00% Added +4.9k +4,868
43 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 184,678184.7k $2.6m $2.6m 0.00% Reduced -126.1k -126,081
44 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 167,910167.9k $2.4m $2.4m 0.00% Added +28.3k +28,271
45 NAVELLIER & ASSOCIATES INC 0.17% of their portfolio Reno, NV 157,157157.2k $2.2m $2.2m 0.17% New
46 FMR LLC 0.00% of their portfolio BOSTON, MA 144,338144.3k $2.0m $2.0m 0.00% Added +99.7k +99,693
47 Glenorchy Capital Ltd 1.19% of their portfolio BOOROLITE, C3 135,775135.8k $1.9m $1.9m 1.19% Added +2.8k +2,759
48 Engineers Gate Manager LP 0.02% of their portfolio NEW YORK, NY 131,362131.4k $1.8m $1.8m 0.02% Added +91.4k +91,411
49 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 130,507130.5k $1.8m $1.8m 0.00% Reduced -34.7k -34,706
50 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 122,769122.8k $1.7m $1.7m 0.01% Reduced -15.6k -15,626
51 CSM Advisors, LLC 0.04% of their portfolio WARRENDALE, PA 119,800119.8k $1.7m $1.7m 0.04% Reduced -110.6k -110,641
52 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 108,922108.9k $1.5m $1.5m 0.00% Reduced -15.8k -15,783
53 Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio HONG KONG, K3 106,720106.7k $1.5m $1.5m 0.03% Reduced -57.7k -57,716
54 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 104,155104.2k $1.5m $1.5m 0.02% Reduced -11.6k -11,609
55 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 98,23898.2k $1.4m $1.4m 0.00% Added +6.3k +6,350
56 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 91,79691.8k $1.3m $1.3m 0.01% New
57 AEGIS FINANCIAL CORP 0.20% of their portfolio MC LEAN, VA 89,61289.6k $1.3m $1.3m 0.20% Unchanged
58 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 89,12989.1k $1.2m $1.2m 0.00% Added +18.8k +18,802
59 MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio BOSTON, MA 88,60788.6k $1.2m $1.2m 0.03% Added +9.1k +9,104
60 Campbell & CO Investment Adviser LLC 0.06% of their portfolio BALTIMORE, MD 86,33686.3k $1.2m $1.2m 0.06% Reduced -2.3k -2,310
61 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 69,30069.3k $971.0k $971.0k 0.00% Added +13.5k +13,500
62 Magnetar Financial LLC 0.01% of their portfolio EVANSTON, IL 67,88167.9k $951.0k $951.0k 0.01% New
63 CenterBook Partners LP 0.04% of their portfolio GREENWICH, CT 65,01765.0k $910.9k $910.9k 0.04% Added +22.4k +22,447
64 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 63,83763.8k $894.4k $894.4k 0.00% Reduced -3.6k -3,567
65 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 63,45563.5k $889.0k $889.0k 0.00% Added +13.8k +13,845
66 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 53,62253.6k $771.6k $771.6k 0.00% Reduced -451 -451
67 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 52,86852.9k $740.7k $740.7k 0.00% Reduced -51.2k -51,185
68 ALGERT GLOBAL LLC 0.01% of their portfolio SAN FRANCISCO, CA 52,80052.8k $739.7k $739.7k 0.01% Added +40.6k +40,600
69 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 52,52952.5k $735.9k $735.9k 0.00% New
70 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 49,34349.3k $691.3k $691.3k 0.00% Added +1.5k +1,494
71 WINTON GROUP Ltd 0.02% of their portfolio LONDON, X0 48,80048.8k $683.7k $683.7k 0.02% Added +34.7k +34,700
72 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 47,08347.1k $665.3k $665.3k 0.00% Added +4.2k +4,163
73 ROYCE & ASSOCIATES LP 0.01% of their portfolio New York, NY 45,87045.9k $642.6k $642.6k 0.01% Reduced -188.7k -188,660
74 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 43,80943.8k $613.8k $613.8k 0.00% Added +17.0k +17,024
75 Boston Partners 0.00% of their portfolio BOSTON, MA 43,18043.2k $605.0k $605.0k 0.00% Reduced -6.6k -6,606
76 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 41,64141.6k $583.4k $583.4k 0.00% Reduced -3.3k -3,267
77 Graham Capital Management, L.P. 0.01% of their portfolio ROWAYTON, CT 39,62439.6k $555.1k $555.1k 0.01% Added +127 +127
78 Quantbot Technologies LP 0.02% of their portfolio NEW YORK, NY 36,84936.8k $516.3k $516.3k 0.02% Reduced -115.7k -115,712
79 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 36,72336.7k $514.5k $514.5k 0.00% Reduced -2.5k -2,492
80 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 36,10636.1k $505.8k $505.8k 0.00% Added +25.4k +25,450
81 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 34,93434.9k $489.4k $489.4k 0.00% Added +5.8k +5,840
82 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 32,35532.4k $453.3k $453.3k 0.00% Added +16 +16
83 FOX RUN MANAGEMENT, L.L.C. 0.08% of their portfolio GREENWICH, CT 32,34032.3k $453.1k $453.1k 0.08% Reduced -30.9k -30,891
84 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 31,05031.1k $473.5k $473.5k 0.00% Added +14.7k +14,700
85 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 29,80229.8k $418.0k $418.0k 0.00% Added +5.7k +5,717
86 Michels Family Financial, LLC 0.25% of their portfolio FORT WORTH, TX 28,04128.0k $392.9k $392.9k 0.25% Reduced -397 -397
87 Jackson Creek Investment Advisors LLC 0.16% of their portfolio CASTLE ROCK, CO 27,67027.7k $481.0k $481.0k 0.16% Reduced -83 -83
88 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 27,53727.5k $385.8k $385.8k 0.00% Reduced -2.5k -2,548
89 Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio Bala Cynwyd, PA 26,11826.1k $365.9k $365.9k 0.01% New
90 State of Wyoming 0.04% of their portfolio CHEYENNE, WY 25,19425.2k $353.0k $353.0k 0.04% Added +8.3k +8,275
91 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 24,25424.3k $339.8k $339.8k 0.00% Reduced -933 -933
92 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 21,38321.4k $299.6k $299.6k 0.00% Added +3.5k +3,458
93 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 21,25121.3k $297.7k $297.7k 0.00% Added +2.2k +2,167
94 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 20,76020.8k $290.8k $290.8k 0.00% Reduced -43.8k -43,833
95 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 19,08419.1k $267.4k $267.4k 0.00% Reduced -7.1k -7,102
96 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 18,78518.8k $263.2k $263.2k 0.00% New
97 SmartHarvest Portfolios, LLC 0.08% of their portfolio SEATTLE, WA 18,21118.2k $255.1k $255.1k 0.08% Added +1.5k +1,509
98 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,02018.0k $252.5k $252.5k 0.00% Added +3.0k +3,033
99 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 17,89917.9k $250.8k $250.8k 0.00% Added +6.4k +6,446
100 Cornerstone Investment Partners, LLC 0.01% of their portfolio ATLANTA, GA 17,27517.3k $242.0k $242.0k 0.01% Reduced -820 -820