Affirm HoldingsAFRM
13F holders, Q2 2025 (June 30)561holders +71
129new positions
61sold out
11famous investors
$69.15avg. 13F price*
At the end of Q2 2025, 561 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, up 71 from Q1 2025. 129 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($1.7B), Capital Research Global Investors ($1.6B) and Morgan Stanley ($1.5B). 11 famous investors held it, including Gavin Baker (3.8% of Atreides Management's portfolio), Alex Sacerdote (1.2% of Whale Rock Capital Management's portfolio) and Daniel Sundheim (0.8% of D1 Capital Partners's portfolio).
- Company
- Affirm Holdings Inc.
- CUSIP
- 00827B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $592.5M |
| Exits | 61 | $99.3M |
All 13F filers, Q1 2025 → Q2 2025: 30,269,828 shares bought and 22,748,718 shares sold, net +7,521,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Vanguard Group Inc. | 0.03% | Add +4.0% | 24,195,810 | $1.7B |
| Capital Research Global Investors | 0.33% | Add +2.5% | 23,700,297 | $1.6B |
| Morgan Stanley | 0.10% | Add +4.6% | 22,167,304 | $1.5B |
| Capital World Investors | 0.21% | Add +4.8% | 21,185,170 | $1.5B |
| BlackRock, Inc. | 0.02% | Add +18.3% | 15,642,187 | $1.1B |
| FMR LLC | 0.04% | Add +14.3% | 9,629,382 | $665.8M |
| Baillie Gifford & Co. | 0.39% | Reduce -16.3% | 7,532,410 | $520.8M |
| Durable Capital Partners LP | 3.87% | Add +12.3% | 7,389,337 | $510.9M |
| Geode Capital Management, LLC | 0.02% | Add +5.8% | 4,659,287 | $322.2M |
| State Street Corp. | 0.01% | Add +3.8% | 4,454,300 | $308.0M |
| Jericho Capital Asset Management L.P. | 3.37% | Reduce -27.6% | 3,661,975 | $253.2M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -28.2% | 3,262,162 | $225.5M |
| Foxhaven Asset Management, LP | 4.83% | Add +39.1% | 2,896,908 | $200.3M |
| Norges Bank | 0.02% | Add +11.5% | 2,653,671 | $183.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.5% | 2,359,066 | $163.1M |
| Wellington Management Group LLP | 0.03% | Add +28.7% | 2,128,997 | $147.2M |
| Atreides Management | 3.79% | Add +543.3% | 1,977,882 | $136.8M |
| Bank of America Corp. | 0.01% | Add +52.7% | 1,930,732 | $133.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +10.3% | 1,855,607 | $128.3M |
| Spyglass Capital Management LLC | 7.10% | Reduce -8.5% | 1,740,283 | $120.3M |
| Northern Trust Corp. | 0.01% | Add +3.7% | 1,481,419 | $102.4M |
| Marshall Wace, LLP | 0.12% | Reduce -36.2% | 1,473,034 | $101.8M |
| 1832 Asset Management L.P. | 0.17% | Add +23.0% | 1,423,400 | $98.4M |
| UBS Group AG | 0.02% | Reduce -42.0% | 1,403,591 | $97.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +11.9% | 1,376,945 | $95.2M |
| Millennium Management | 0.09% | Add +41.4% | 1,340,406 | $92.7M |
| Gilder Gagnon Howe & Co. LLC | 0.98% | Add +7.0% | 1,335,496 | $92.3M |
| Whale Rock Capital Management | 1.22% | New | 1,275,022 | $88.2M |
| Qube Research & Technologies Ltd | 0.12% | Reduce -56.4% | 1,270,279 | $87.8M |
| Invesco Ltd. | 0.01% | Add +55.0% | 1,099,431 | $76.0M |
| D. E. Shaw & Co. | 0.08% | Reduce -26.1% | 1,039,882 | $71.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +39.8% | 1,007,476 | $69.7M |
| Leo Wealth, LLC | 5.37% | Add +4.8% | 998,091 | $69.0M |
| Abdiel Capital Advisors, LP | 6.20% | Reduce -13.8% | 959,582 | $66.3M |
| Holocene Advisors, LP | 0.15% | Reduce -63.9% | 903,067 | $62.4M |
| Bank of New York Mellon Corp | 0.01% | Add +2.1% | 890,694 | $61.6M |
| Vestor Capital, LLC | 4.53% | New | 643,085 | $60.5M |
| D1 Capital Partners | 0.79% | No change | 820,000 | $56.7M |
| Alyeska Investment Group, L.P. | 0.20% | New | 800,466 | $55.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.7% | 771,728 | $53.4M |
| Nuveen, LLC | 0.01% | Add +23.1% | 737,280 | $51.0M |
| Allen Operations LLC | 6.86% | No change | 721,382 | $49.9M |
| Westfield Capital Management Co. LP | 0.20% | New | 698,779 | $48.3M |
| Artemis Investment Management LLP | 0.62% | New | 696,472 | $48.2M |
| Susquehanna International Group, LLP | 0.07% | Reduce -32.1% | 679,359 | $47.0M |
| Capital Fund Management S.A. | 0.48% | Add +50.1% | 634,666 | $43.9M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -35.2% | 642,623 | $43.1M |
| Jane Street Group, LLC | 0.07% | Add +685.7% | 600,288 | $41.5M |
| ThornTree Capital Partners LP | 6.80% | Reduce -10.8% | 591,076 | $40.9M |
| Amundi | 0.01% | Add +47.5% | 579,594 | $39.6M |
| RJA Asset Management LLC | 13.18% | No change | 553,827 | $38.3M |
| Ogborne Capital Management, LLC | 9.43% | Add +464.1% | 550,000 | $38.0M |
| Royal Bank of Canada | 0.01% | Add +169.2% | 521,214 | $36.0M |
| Amanah Holdings Trust | 8.87% | — | 519,230 | $35.9M |
| Driehaus Capital Management LLC | 0.29% | Add +31.5% | 516,231 | $35.7M |
| Squarepoint Ops LLC | 0.08% | Reduce -13.0% | 506,141 | $35.0M |
| Ardmore Road Asset Management LP | 2.86% | Reduce -16.7% | 500,000 | $34.6M |
| BNP Paribas Financial Markets | 0.03% | Add +93.2% | 497,962 | $34.4M |
| Rokos Capital Management LLP | 0.58% | New | 493,827 | $34.1M |
| Capital International Investors | 0.01% | Reduce -62.4% | 487,273 | $33.7M |
| Swiss National Bank | 0.02% | Add +2.6% | 480,300 | $33.2M |
| Polar Capital Holdings Plc | 0.17% | Add +724.8% | 476,160 | $32.9M |
| Aquatic Capital Management LLC | 0.61% | Add +55.1% | 435,307 | $30.1M |
| California Public Employees Retirement System | 0.02% | Add +8.6% | 433,625 | $30.0M |
| BIT Capital GmbH | 1.92% | Reduce -26.1% | 426,341 | $29.5M |
| Glendon Capital Management LP | 1.58% | No change | 417,100 | $28.8M |
| Verition Fund Management LLC | 0.17% | Add +78.5% | 402,270 | $27.8M |
| Balyasny Asset Management L.P. | 0.06% | Add +607.7% | 392,178 | $27.1M |
| SG Americas Securities, LLC | 0.12% | Add +5144.9% | 391,479 | $27.1M |
| NZS Capital, LLC | 0.89% | Add +36.3% | 378,330 | $26.2M |
| Pacific Heights Asset Management LLC | 1.38% | Add +17.2% | 375,000 | $25.9M |
| Bank of Montreal | 0.01% | Reduce -14.6% | 362,728 | $25.1M |
| Shannon River Fund Management LLC | 3.80% | New | 356,563 | $24.7M |
| Man Group plc | 0.05% | Add +257.7% | 352,142 | $24.3M |
| 12 West Capital Management LP | 2.56% | Add +7.7% | 350,000 | $24.2M |
| Penserra Capital Management LLC | 0.33% | Add +22.7% | 339,483 | $23.5M |
| Neuberger Berman Group LLC | 0.02% | Add +1194.7% | 336,685 | $23.3M |
| Wells Fargo & Company | 0.01% | Add +95.8% | 334,330 | $23.1M |
| AQR Capital Management | 0.02% | Add +543.9% | 330,561 | $22.9M |
| Barclays PLC | 0.01% | Reduce -57.4% | 307,960 | $21.3M |
| Blair William & Co. | 0.06% | New | 304,959 | $21.1M |
| Mane Global Capital Management LP | 0.91% | New | 290,282 | $20.1M |
| Legal & General Group Plc | 0.01% | Add +7.8% | 289,865 | $20.0M |
| Diversify Advisory Services, LLC | 0.75% | Add +14.6% | 255,656 | $19.7M |
| Rhumbline Advisers | 0.02% | Add +10.6% | 282,698 | $19.5M |
| Citigroup Inc. | 0.01% | Add +223.5% | 276,484 | $19.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -53.9% | 269,030 | $18.6M |
| Picton Mahoney Asset Management | 0.26% | New | 263,675 | $18.2M |
| Allen Holding Inc. | 1.74% | Reduce -0.1% | 255,262 | $17.6M |
| Deutsche Bank AG | 0.01% | Reduce -36.3% | 253,988 | $17.6M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -55.2% | 252,117 | $17.4M |
| California State Teachers Retirement System | 0.02% | Add +4.6% | 238,197 | $16.5M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +1.1% | 236,467 | $16.3M |
| Nordea Investment Management AB | 0.01% | Add +121.7% | 229,837 | $15.9M |
| Hidden Lake Asset Management LP | 7.44% | Add +561.9% | 218,969 | $15.1M |
| Landscape Capital Management, L.L.C. | 1.19% | Add +90.2% | 218,818 | $15.1M |
| Comerica Bank | 0.06% | Add +3733.7% | 211,349 | $14.6M |
| State of Wisconsin Investment Board | 0.04% | Add +55.0% | 208,856 | $14.4M |
| Berkshire Capital Holdings Inc. | 4.92% | Add +45.9% | 203,600 | $14.1M |
| Twin Tree Management, LP | 0.35% | Reduce -59.6% | 198,443 | $13.7M |
| Sei Investments Co. | 0.02% | Add +161.1% | 197,733 | $13.7M |
| Ardsley Advisory Partners LP | 2.21% | New | 197,000 | $13.5M |
| First Trust Advisors LP | 0.01% | Add +44.8% | 191,525 | $13.2M |
| HSBC Holdings PLC | 0.01% | Add +3346.3% | 192,374 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 186,418 | $12.9M |
| Teachers Retirement System of the State of Kentucky | 0.10% | Reduce -7.9% | 184,777 | $12.8M |
| Dilation Capital Management LP | 6.79% | Add +99.9% | 184,450 | $12.8M |
| Q Fund Management (Hong Kong) Ltd | 6.92% | Add +46.5% | 182,000 | $12.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -4.2% | 180,375 | $12.5M |
| Worldquant Millennium Advisors LLC | 0.06% | New | 178,517 | $12.3M |
| Nishkama Capital, LLC | 2.02% | New | 178,003 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 177,166 | $12.2M |
| Voya Investment Management LLC | 0.01% | Add +422.8% | 169,208 | $11.7M |
| Algert Global LLC | 0.24% | Reduce -4.2% | 168,290 | $11.6M |
| Brevan Howard Capital Management LP | 0.12% | Add +63.3% | 161,805 | $11.2M |
| Lord, Abbett & Co. LLC | 0.04% | Reduce -87.8% | 156,974 | $10.9M |
| Quantinno Capital Management LP | 0.05% | Add +11.7% | 156,560 | $10.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -9.9% | 155,933 | $10.8M |
| Westerly Capital Management, LLC | 4.54% | Add +210.0% | 155,000 | $10.7M |
| Citadel Advisors | 0.01% | Reduce -94.4% | 150,529 | $10.4M |
| Great Lakes Advisors, LLC | 0.09% | New | 148,890 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 142,745 | $9.9M |
| Catalyst Private Wealth, LLC | 4.19% | Reduce -1.3% | 136,076 | $9.4M |
| Point72 Asset Management | 0.02% | New | 133,583 | $9.2M |
| New York State Common Retirement Fund | 0.01% | Add +3.9% | 132,415 | $9.2M |
| Osterweis Capital Management Inc. | 0.55% | New | 128,845 | $8.9M |
| Susquehanna Portfolio Strategies, LLC | 0.19% | New | 128,560 | $8.9M |
| Treasurer of the State of North Carolina | 0.03% | Add +5.7% | 125,336 | $8.7M |
| LPL Financial LLC | 0.00% | Add +47.2% | 120,205 | $8.3M |
| Franklin Resources Inc. | 0.00% | Reduce -90.7% | 118,234 | $8.2M |
| Trexquant Investment LP | 0.09% | Reduce -58.4% | 117,704 | $8.1M |
| Allen Investment Management, LLC | 0.09% | No change | 116,683 | $8.1M |
| G2 Investment Partners Management LLC | 1.76% | Reduce -16.9% | 116,319 | $8.0M |
| American Century Companies Inc. | 0.00% | Reduce -24.5% | 114,960 | $7.9M |
| Omega Financial Group, LLC | 2.86% | Add +4.9% | 114,630 | $7.9M |
| Allianz Asset Management GmbH | 0.01% | Add +6.0% | 108,313 | $7.5M |
| Janus Henderson Group PLC | 0.00% | No change | 107,182 | $7.4M |
| Elyxium Wealth, LLC | 2.72% | Add +7.0% | 104,980 | $7.3M |
| Police & Firemen's Retirement System of New Jersey | 0.07% | Add +8.3% | 102,102 | $7.1M |
| Hudson Bay Capital Management LP | 0.05% | Reduce -44.5% | 100,000 | $6.9M |
| Gotham Asset Management | 0.04% | Reduce -7.3% | 99,179 | $6.9M |
| J. Goldman & Co LP | 0.21% | Add +1297.5% | 97,406 | $6.7M |
| Paloma Partners Management Co | 2.79% | Add +295.7% | 93,774 | $6.5M |
| Proem Advisors LLC | 1.65% | New | 90,067 | $6.2M |
| Flight Deck Capital, LP | 6.34% | Reduce -8.5% | 86,700 | $6.0M |
| a16z Perennial Management, L.P. | 0.49% | Reduce -17.0% | 86,520 | $6.0M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +3.7% | 86,210 | $6.0M |
| Public Employees Retirement System of Ohio | 0.02% | Add +4.4% | 83,305 | $5.8M |
| Nomura Holdings Inc. | 0.04% | Add +1125.3% | 79,239 | $5.5M |
| Panoramic Capital, LLC | 4.13% | Add +411.8% | 77,579 | $5.4M |
| Ballentine Partners, LLC | 0.08% | Reduce -0.3% | 76,022 | $5.3M |
| Gillson Capital LP | 0.40% | New | 75,839 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.3% | 75,540 | $5.2M |
| Faithward Advisors, LLC | 0.81% | Add +3.8% | 75,235 | $5.2M |
| Arizona State Retirement System | 0.03% | Add +6.0% | 73,358 | $5.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -26.2% | 72,914 | $5.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.1% | 69,828 | $4.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +11.2% | 69,468 | $4.8M |
| Liberty Mutual Group Asset Management Inc. | 1.04% | No change | 69,374 | $4.8M |
| Walleye Capital LLC | 0.05% | Reduce -7.6% | 69,042 | $4.8M |
| Divisadero Street Capital Management, LP | 0.30% | New | 65,366 | $4.5M |
| One Fin Capital Management LP | 1.66% | New | 65,000 | $4.5M |
| Blueshift Asset Management, LLC | 1.33% | Add +875.0% | 62,634 | $4.3M |
| Eisler Capital Management Ltd. | 0.15% | Reduce -64.8% | 61,950 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +236.6% | 60,725 | $4.2M |
| Handelsbanken Fonder AB | 0.01% | Reduce -5.0% | 59,400 | $4.1M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -74.4% | 57,409 | $4.0M |
| Bank of Nova Scotia | 0.01% | New | 57,405 | $4.0M |
| Independent Financial Group, LLC | 0.11% | New | 56,747 | $3.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +48.4% | 54,881 | $3.8M |
| Bienville Capital Management, LLC | 0.74% | New | 54,667 | $3.8M |
| Compound Planning, Inc. | 0.14% | Reduce -4.8% | 54,628 | $3.8M |
| Mariner, LLC | 0.01% | Reduce -0.2% | 54,078 | $3.7M |
| Zacks Investment Management | 0.03% | New | 53,764 | $3.7M |
| Nebula Research & Development LLC | 0.31% | New | 52,871 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | New | 52,964 | $3.6M |
| Maverick Capital | 0.06% | New | 52,206 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +69.7% | 52,199 | $3.6M |
| KLP Kapitalforvaltning As | 0.02% | Add +5.1% | 51,600 | $3.6M |
| Teacher Retirement System of Texas | 0.01% | Add +8.9% | 50,463 | $3.5M |
| Engineers Gate Manager LP | 0.04% | Add +32.3% | 49,927 | $3.5M |
| AXA S.A. | 0.01% | Add +383.3% | 49,818 | $3.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +19.1% | 47,488 | $3.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -15.9% | 47,360 | $3.3M |
| Hillsdale Investment Management Inc. | 0.12% | Add +222.2% | 46,400 | $3.2M |
| Employees Retirement System of Texas | 0.03% | No change | 46,234 | $3.2M |
| LMR Partners LLP | 0.07% | Reduce -69.1% | 46,199 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +31.8% | 45,806 | $3.2M |
| Ieq Capital, LLC | 0.02% | Add +28.2% | 44,705 | $3.1M |
| Mount Vernon Associates Inc. | 2.17% | Add +221.2% | 43,525 | $3.0M |
| Sig Brokerage, LP | 0.79% | New | 41,664 | $2.9M |
| Evolutionary Tree Capital Management, LLC | 2.97% | Reduce -8.4% | 40,495 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.6% | 39,430 | $2.7M |
| IMC-Chicago, LLC | 0.07% | New | 38,570 | $2.7M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.8% | 38,247 | $2.6M |
| Jasper Ridge Partners, L.P. | 0.07% | No change | 38,086 | $2.6M |
| Sculptor Capital LP | 0.07% | Add +118.8% | 37,200 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -3.6% | 37,169 | $2.6M |
| Liontrust Investment Partners LLP | 0.04% | Reduce -68.1% | 35,823 | $2.5M |
| Cim Investment Management Inc. | 0.44% | Add +99.6% | 35,701 | $2.3M |
| Boothbay Fund Management, LLC | 0.07% | Reduce -12.6% | 33,258 | $2.3M |
| Wakefield Asset Management LLLP | 0.62% | Reduce -3.9% | 32,268 | $2.2M |
| PMC FIG Opportunities LLC | 3.28% | New | 31,870 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.0% | 31,629 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +3.8% | 31,102 | $2.2M |
| QRG Capital Management, Inc. | 0.02% | Reduce -44.8% | 30,033 | $2.1M |
| Polen Capital Management LLC | 0.01% | New | 30,027 | $2.1M |
| Diker Management LLC | 1.95% | Add +200.0% | 30,000 | $2.1M |
| World Investment Advisors | 0.05% | New | 29,636 | $2.0M |
| SBI Securities Co., Ltd. | 0.06% | Reduce -19.7% | 29,526 | $2.0M |
| Main Management ETF Advisors, LLC | 0.08% | Add +1.7% | 29,320 | $2.0M |
| PDT Partners, LLC | 0.11% | New | 29,300 | $2.0M |
| Xponance LLC | 0.02% | Add +116.3% | 28,445 | $2.0M |
| GF Fund Management Co. LTD. | 0.04% | Reduce -47.2% | 28,192 | $1.9M |
| Avenir Tech Ltd | 0.17% | New | 28,000 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -7.0% | 27,749 | $1.9M |
| Acadian Asset Management LLC | 0.00% | Reduce -35.8% | 27,532 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +5.1% | 27,508 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +6.3% | 27,472 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -16.7% | 27,418 | $1.9M |
| Graham Capital Management, L.P. | 0.06% | Add +10.4% | 26,705 | $1.8M |
| Ashford Capital Management Inc. | 0.19% | Reduce -5.5% | 23,903 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -84.9% | 23,832 | $1.6M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 23,600 | $1.6M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.29% | New | 23,561 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 23,329 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +4.5% | 23,227 | $1.6M |
| Creative Planning | 0.00% | Add +12.7% | 22,700 | $1.6M |
| Tabor Asset Management, LP | 1.09% | New | 22,599 | $1.6M |
| Integris Wealth Management, LLC | 0.39% | Add +23.1% | 21,772 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +36.8% | 21,661 | $1.5M |
| M&T Bank Corp | 0.01% | Add +0.6% | 21,542 | $1.5M |
| Lecap Asset Management Ltd. | 0.53% | Add +97.6% | 21,485 | $1.5M |
| Los Angeles Capital Management LLC | 0.01% | Add +333.2% | 21,365 | $1.5M |
| Alberta Investment Management Corp | 0.01% | New | 21,200 | $1.5M |
| Bantamac Capital, LLC | 0.51% | Add +84.0% | 20,675 | $1.4M |
| US Bancorp \de | 0.00% | Add +2.0% | 19,964 | $1.4M |
| Natixis | 0.01% | Reduce -82.6% | 19,580 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Reduce -3.8% | 19,532 | $1.4M |
| Aigen Investment Management, LP | 0.18% | New | 19,466 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +5.5% | 19,180 | $1.3M |
| STRS Ohio | 0.00% | Add +9.4% | 19,107 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -27.0% | 19,065 | $1.3M |
| Cadent Capital Advisors, LLC | 0.43% | New | 18,935 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +21.5% | 18,892 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -14.5% | 18,094 | $1.3M |
| Belmont Capital, LLC | 0.19% | No change | 18,000 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +10.2% | 17,985 | $1.2M |
| Independent Advisor Alliance | 0.04% | Reduce -4.5% | 17,839 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Reduce -0.0% | 17,470 | $1.2M |
| Amalgamated Bank | 0.01% | Add +26.1% | 17,371 | $1.2M |
| Encompass More Asset Management | 0.26% | New | 16,294 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +0.1% | 16,278 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +93.0% | 16,217 | $1.1M |
| Mgo One Seven LLC | 0.04% | Add +150.2% | 16,153 | $1.1M |
| Voleon Capital Management LP | 0.06% | Add +25.2% | 15,623 | $1.1M |
| Gsa Capital Partners LLP | 0.07% | Add +117.7% | 15,447 | $1.1M |
| Northwest & Ethical Investments L.P. | 0.03% | New | 15,100 | $1.0M |
| Readystate Asset Management LP | 0.08% | Reduce -67.6% | 14,647 | $1.0M |
| Utah Retirement Systems | 0.01% | Add +1.3% | 14,183 | $981K |
| Vident Advisory, LLC | 0.01% | Add +11.9% | 13,702 | $947K |
| Quantitative Investment Management, LLC | 0.13% | Add +16.0% | 13,674 | $945K |
| Jefferies Financial Group Inc. | 0.02% | Reduce -92.7% | 13,580 | $939K |
| CSS LLC | 0.17% | Add +164.3% | 13,540 | $936K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.7% | 13,271 | $918K |
| Cresset Asset Management, LLC | 0.00% | Add +1.2% | 13,051 | $902K |
| Maryland State Retirement & Pension System | 0.02% | Add +7.6% | 13,041 | $902K |
| Point72 (DIFC) Ltd | 0.07% | New | 12,808 | $886K |
| Polymer Capital Management (HK) LTD | 0.14% | New | 12,760 | $882K |
| Principal Financial Group Inc. | 0.00% | Add +0.4% | 12,736 | $881K |
| Laird Norton Wetherby Trust Company, LLC | 0.12% | No change | 12,721 | $880K |
| Optiver Holding B.V. | 0.02% | New | 12,560 | $868K |
| Lazard Asset Management LLC | 0.00% | Add +3.9% | 12,353 | $853K |
| Myecfo, LLC | 0.42% | Add +0.3% | 12,299 | $850K |
| Bayforest Capital Ltd | 0.37% | Reduce -59.1% | 12,262 | $848K |
| GAMCO Investors | 0.01% | No change | 12,000 | $830K |
| Summit Trail Advisors, LLC | 0.01% | Add +9.7% | 11,904 | $823K |
| F&V Capital Management, LLC | 0.21% | New | 11,835 | $818K |
| Cerity Partners LLC | 0.00% | Add +158.7% | 11,805 | $816K |
| MetLife Investment Management, LLC | 0.00% | Add +151.8% | 11,732 | $811K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.05% | New | 11,558 | $799K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.8% | 11,506 | $796K |
| Private Advisor Group, LLC | 0.00% | Add +106.5% | 11,476 | $793K |
| RFG Advisory, LLC | 0.02% | Add +102.5% | 11,474 | $793K |
| BBR Partners, LLC | 0.05% | No change | 11,366 | $786K |
| Cravens & Co Advisors, LLC | 0.59% | Reduce -2.2% | 11,343 | $784K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -23.7% | 11,913 | $782K |
| Persistent Asset Partners Ltd | 0.67% | New | 10,989 | $760K |
| Ameliora Wealth Management Ltd. | 0.27% | New | 10,950 | $757K |
| Qsemble Capital Management, LP | 0.07% | New | 10,868 | $751K |
| Catalyst Funds Management Pty Ltd | 0.21% | Reduce -60.9% | 10,800 | $747K |
| Paragon Capital Management Ltd | 0.14% | No change | 10,770 | $745K |
| White Lighthouse Investment Management Inc. | 0.12% | Add +12.6% | 10,744 | $743K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -20.8% | 10,621 | $734K |
| Atria Wealth Solutions, Inc. | 0.02% | Add +33.2% | 10,538 | $729K |
| Prospera Financial Services Inc | 0.01% | Reduce -8.7% | 10,290 | $711K |
| Toth Financial Advisory Corp. | 0.08% | New | 10,200 | $705K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.4% | 10,166 | $703K |
| OP Asset Management Ltd | 0.01% | No change | 9,465 | $654K |
| Altshuler Shaham Ltd | 0.02% | Add +33.8% | 9,100 | $629K |
| Ellevest, Inc. | 0.10% | Reduce -2.7% | 8,857 | $612K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 8,798 | $608K |
| Wedmont Private Capital | 0.03% | Add +1.5% | 8,658 | $598K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 8,649 | $598K |
| Empowered Funds, LLC | 0.01% | Reduce -49.3% | 8,550 | $591K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -6.0% | 8,706 | $584K |
| Intrepid Financial Planning Group LLC | 0.24% | No change | 8,350 | $577K |
| CW Advisors, LLC | 0.01% | New | 8,200 | $567K |
| CIBC Asset Management Inc | 0.00% | No change | 8,097 | $560K |
| GraniteShares Advisors LLC | 0.34% | New | 8,007 | $554K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 7,856 | $543K |
| Machina Capital S.A.S. | 0.11% | New | 7,693 | $532K |
| Sterling Capital Management LLC | 0.01% | Reduce -48.1% | 7,480 | $517K |
| Rakuten Securities, Inc. | 0.20% | Add +172.5% | 7,468 | $516K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +178.5% | 7,458 | $516K |
| Forum Financial Management, LP | 0.01% | Reduce -1.3% | 7,457 | $516K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +25.4% | 7,372 | $510K |
| Shell Asset Management Co. | 0.02% | Reduce -15.3% | 7,308 | $505K |
| Praxis Investment Management Inc. | 0.03% | No change | 7,230 | $500K |
| Oder Investment Management, LLC | 0.38% | Reduce -2.7% | 7,198 | $498K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.9% | 7,063 | $488K |
| GC Wealth Management RIA, LLC | 0.04% | New | 7,012 | $485K |
| Shearwater Capital LLC | 0.30% | No change | 7,000 | $484K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -39.4% | 6,900 | $477K |
| Park Avenue Securities LLC | 0.00% | New | 6,866 | $475K |
| Quadcap Wealth Management, LLC | 0.06% | Add +5.4% | 6,863 | $475K |
| KBC Group NV | 0.00% | Reduce -35.0% | 6,836 | $473K |
| Geneos Wealth Management Inc. | 0.01% | Add +4415.9% | 6,819 | $471K |
| Left Brain Wealth Management, LLC | 0.16% | Reduce -20.6% | 6,725 | $465K |
| Swiss Life Asset Management Ltd | 0.00% | New | 6,650 | $460K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 6,622 | $458K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -32.6% | 6,496 | $449K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,380 | $441K |
| Vontobel Holding Ltd. | 0.00% | Reduce -46.8% | 6,375 | $441K |
| Focus Partners Wealth | 0.00% | Add +17.6% | 6,334 | $438K |
| HB Wealth Management, LLC | 0.00% | Reduce -45.0% | 6,315 | $437K |
| Biltmore Family Office, LLC | 0.07% | Add +1.1% | 6,270 | $434K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,126 | $424K |
| Apollon Wealth Management, LLC | 0.01% | Add +17.2% | 6,123 | $423K |
| Wealthfront Advisers LLC | 0.00% | Add +11.1% | 6,088 | $421K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -10.9% | 6,078 | $420K |
| Arete Wealth Advisors, LLC | 0.03% | New | 5,968 | $413K |
| Avantax Advisory Services, Inc. | 0.00% | Add +11.1% | 5,900 | $408K |
| Hemington Wealth Management | 0.06% | Add +0.5% | 5,890 | $407K |
| Huntleigh Advisors, Inc. | 0.08% | Add +0.4% | 5,873 | $406K |
| Jones Financial Companies LLLP | 0.00% | Add +87.4% | 5,897 | $401K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -0.4% | 5,711 | $395K |
| Counterpoint Mutual Funds LLC | 0.03% | New | 5,678 | $393K |
| LVW Advisors, LLC | 0.04% | New | 5,654 | $391K |
| Oak Thistle LLC | 0.06% | New | 5,621 | $389K |
| Holistic Financial Partners | 0.17% | No change | 5,471 | $378K |
| Choate Investment Advisors | 0.01% | No change | 5,384 | $372K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -72.9% | 5,279 | $365K |
| Cypress Point Wealth Management, LLC | 0.09% | New | 5,253 | $363K |
| Aspiriant, LLC | 0.01% | Add +0.4% | 5,082 | $351K |
| Sowell Financial Services LLC | 0.01% | Add +1.1% | 5,044 | $349K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +140.0% | 5,006 | $346K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.2% | 5,000 | $346K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 4,999 | $346K |
| Stifel Financial Corp. | 0.00% | Reduce -6.8% | 4,973 | $344K |
| Signaturefd, LLC | 0.01% | Reduce -12.0% | 4,931 | $341K |
| IFP Advisors, Inc | 0.01% | Add +3.3% | 4,519 | $341K |
| Avior Wealth Management, LLC | 0.01% | New | 4,907 | $339K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 4,881 | $337K |
| Kera Capital Partners, Inc. | 0.07% | New | 4,785 | $331K |
| Cwm, LLC | 0.00% | Reduce -19.9% | 4,766 | $330K |
| GAMMA Investing LLC | 0.02% | Add +1.0% | 4,644 | $321K |
| Diversified Trust Co. | 0.01% | Reduce -33.3% | 4,556 | $315K |
| Veltria Advisors Corp. | 0.21% | New | 4,511 | $312K |
| Aspire Capital Advisors LLC | 0.09% | New | 4,482 | $310K |
| Vise Technologies, Inc. | 0.01% | — | 4,380 | $303K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,328 | $299K |
| SLT Holdings LLC | 0.23% | New | 4,305 | $298K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,305 | $298K |
| Commerce Bank | 0.00% | New | 4,237 | $293K |
| AlphaQuest LLC | 0.03% | Add +50.5% | 4,236 | $293K |
| Versant Capital Management, Inc | 0.04% | Add +3.9% | 4,232 | $293K |
| Callan Family Office, LLC | 0.01% | New | 4,229 | $292K |
| Western Wealth Management, LLC | 0.02% | New | 4,225 | $292K |
| Ritholtz Wealth Management | 0.01% | New | 4,109 | $284K |
| Kathleen S. Wright Associates Inc. | 0.11% | Reduce -7.4% | 4,052 | $280K |
| Parallel Advisors, LLC | 0.01% | Reduce -18.6% | 4,045 | $280K |
| Versor Investments LP | 0.05% | New | 4,038 | $279K |
| Challenger Wealth Management | 0.19% | New | 4,020 | $278K |
| Atria Investments, Inc | 0.00% | New | 3,840 | $265K |
| Tidal Investments LLC | 0.00% | Reduce -90.4% | 3,824 | $264K |
| Hilltop Holdings Inc. | 0.02% | Reduce -77.2% | 3,766 | $260K |
| MAI Capital Management | 0.00% | Add +12.8% | 3,753 | $259K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -15.4% | 3,751 | $259K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 3,738 | $258K |
| Choreo, LLC | 0.00% | New | 3,667 | $254K |
| Ossiam | 0.00% | Reduce -29.9% | 3,634 | $251K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,626 | $251K |
| Highland Capital Management, LLC | 0.01% | New | 3,581 | $248K |
| National Bank of Canada | 0.00% | Add +117.9% | 3,580 | $247K |
| Rareview Capital LLC | 0.15% | New | 3,541 | $245K |
| Sender Co & Partners, Inc. | 0.07% | New | 3,540 | $245K |
| Moran Wealth Management, LLC | 0.01% | New | 3,523 | $244K |
| Ancora Advisors LLC | 0.01% | No change | 3,501 | $242K |
| Essex Financial Services, Inc. | 0.02% | New | 3,475 | $240K |
| Wedbush Securities Inc. | 0.01% | New | 3,472 | $240K |
| Jump Financial, LLC | 0.00% | Reduce -99.0% | 3,416 | $236K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -13.5% | 3,412 | $236K |
| Personal Cfo Solutions, LLC | 0.04% | New | 3,390 | $234K |
| Aaron Wealth Advisors LLC | 0.02% | New | 3,272 | $226K |
| Dark Forest Capital Management LP | 0.01% | Reduce -88.0% | 3,266 | $226K |
| Congress Park Capital LLC | 0.07% | New | 3,250 | $225K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,233 | $224K |
| Ethic Inc. | 0.00% | New | 3,257 | $222K |
| Norden Group LLC | 0.02% | New | 3,163 | $219K |
| Birch Financial Group, LLC | 0.17% | New | 3,133 | $217K |
| Yousif Capital Management, LLC | 0.00% | New | 3,085 | $213K |
| Savvy Advisors, Inc. | 0.01% | New | 3,037 | $210K |
| Centiva Capital, LP | 0.01% | Reduce -46.6% | 3,026 | $209K |
| Danske Bank A/S | 0.00% | Reduce -79.3% | 3,003 | $208K |
| RBF Capital, LLC | 0.01% | Reduce -40.0% | 3,000 | $207K |
| J. Safra Sarasin Holding AG | 0.00% | New | 3,000 | $207K |
| Guggenheim Capital LLC | 0.00% | New | 2,948 | $204K |
| Van Eck Associates Corp. | 0.00% | New | 2,925 | $202K |
| DNB Asset Management AS | 0.00% | New | 2,919 | $202K |
| Paradigm Asset Management Co. LLC | 0.05% | Reduce -38.3% | 2,900 | $201K |
| Leigh Baldwin & Co., LLC | 0.13% | New | 2,894 | $200K |
| Integrated Investment Consultants, LLC | 0.04% | No change | 192,578 | $193K |
| Advisors Asset Management, Inc. | 0.00% | Add +15.7% | 2,757 | $191K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +18.5% | 2,738 | $189K |
| Spire Wealth Management | 0.01% | No change | 2,658 | $184K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 2,537 | $175K |
| NFSG Corp | 0.03% | Reduce -4.2% | 2,297 | $159K |
| GeoWealth Management, LLC | 0.01% | New | 2,074 | $143K |
| Manchester Capital Management LLC | 0.02% | Add +1435.6% | 2,073 | $143K |
| Twin Lakes Capital Management, LLC | 0.08% | No change | 1,811 | $125K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.3% | 1,763 | $122K |
| Global Wealth Strategies & Associates | 0.03% | No change | 1,628 | $113K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -96.5% | 1,607 | $111K |
| Y.D. More Investments Ltd | 0.01% | Reduce -10.9% | 1,563 | $106K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -0.1% | 1,521 | $105K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.3% | 1,387 | $96K |
| Brooklyn Investment Group | 0.01% | Reduce -1.5% | 1,371 | $95K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,351 | $93K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.6% | 1,300 | $90K |
| Valley National Advisers Inc. | 0.01% | Add +10.2% | 1,226 | $84K |
| Bogart Wealth, LLC | 0.00% | Add +134.6% | 1,213 | $84K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -83.9% | 1,167 | $81K |
| Global Retirement Partners, LLC | 0.00% | — | 1,130 | $78K |
| WealthTrak Capital Management LLC | 0.06% | Reduce -0.5% | 1,110 | $77K |
| Leonteq Securities AG | 0.00% | Add +75.0% | 1,108 | $77K |
| Macquarie Group Ltd. | 0.00% | New | 1,021 | $71K |
| CIBC Private Wealth Group LLC | 0.00% | Add +125.8% | 1,014 | $70K |
| LOM Asset Management Ltd | 0.02% | — | 1,000 | $69K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -28.5% | 972 | $66K |
| Oddo BHF Asset Management Sas | 0.00% | Reduce -82.2% | 950 | $66K |
| Ridgewood Investments LLC | 0.03% | No change | 900 | $62K |
| Blue Trust, Inc. | 0.00% | Reduce -14.8% | 886 | $61K |
| Sound Income Strategies, LLC | 0.00% | New | 853 | $59K |
| Allworth Financial LP | 0.00% | Add +41.9% | 799 | $55K |
| UMB Bank, n.a. | 0.00% | Add +86.6% | 569 | $39K |
| FNY Investment Advisers, LLC | 0.02% | New | 547 | $37K |
| Principal Securities, Inc. | 0.00% | Add +23.5% | 505 | $35K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 485 | $34K |
| Blume Capital Management, Inc. | 0.01% | Add +468.8% | 455 | $31K |
| Quarry LP | 0.01% | Reduce -36.7% | 445 | $31K |
| SouthState Bank Corp | 0.00% | Add +190.5% | 427 | $30K |
| CI Investments Inc. | 0.00% | Reduce -34.5% | 402 | $28K |
| Arax Advisory Partners | 0.00% | No change | 404 | $28K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 404 | $28K |
| Copia Wealth Management | 0.02% | Add +11.1% | 402 | $28K |
| SWAN Capital LLC | 0.01% | No change | 400 | $28K |
| Huntington National Bank | 0.00% | Add +634.0% | 389 | $27K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -10.6% | 372 | $26K |
| Optimum Investment Advisors | 0.01% | No change | 330 | $23K |
| Harbour Investments, Inc. | 0.00% | Add +7.3% | 325 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.9% | 324 | $22K |
| Fifth Third Bancorp | 0.00% | Add +2178.6% | 319 | $22K |
| CoreCap Advisors, LLC | 0.00% | Add +979.3% | 313 | $22K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 306 | $21K |
| Covestor Ltd | 0.01% | Reduce -0.3% | 310 | $21K |
| Larson Financial Group LLC | 0.00% | Add +1044.0% | 286 | $20K |
| Clearstead Advisors, LLC | 0.00% | Add +605.1% | 275 | $19K |
| Holos Integrated Wealth LLC | 0.01% | No change | 259 | $19K |
| Private Wealth Management Group, LLC | 0.01% | No change | 253 | $17K |
| Matrix Trust Co | 0.00% | New | 242 | $17K |
| Fortitude Family Office, LLC | 0.01% | Add +77.4% | 220 | $15K |
| Tacita Capital Inc | 0.01% | No change | 200 | $14K |
| Accent Capital Management, LLC | 0.01% | No change | 200 | $14K |
| Meeder Asset Management Inc. | 0.00% | Add +20.5% | 200 | $14K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 182 | $13K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 175 | $12K |
| Sachetta, LLC | 0.00% | Add +7.6% | 169 | $12K |
| JDM Financial Group LLC | 0.01% | No change | 167 | $12K |
| HM Payson & Co. | 0.00% | No change | 160 | $11K |
| Assetmark, Inc. | 0.00% | Add +515.4% | 160 | $11K |
| Bessemer Group Inc. | 0.00% | No change | 164 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | New | 157 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -57.1% | 145 | $10K |
| Kiker Wealth Management, LLC | 0.01% | No change | 130 | $9K |
| Tortoise Investment Management, LLC | 0.00% | Add +12.7% | 124 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 123 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | New | 123 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 120 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -67.8% | 115 | $8K |
| LRI Investments, LLC | 0.00% | New | 115 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 94 | $7K |
| TD Private Client Wealth LLC | 0.00% | Reduce -63.7% | 103 | $7K |
| Tsfg, LLC | 0.00% | No change | 100 | $7K |
| Berbice Capital Management LLC | 0.00% | New | 100 | $7K |
| Pandora Wealth, Inc. | 0.00% | Add +81.8% | 100 | $7K |
| Tower View Wealth Management LLC | 0.00% | No change | 100 | $7K |
| Bfsg, LLC | 0.00% | No change | 100 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | New | 100 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $7K |
| Rialto Wealth Management, LLC | 0.00% | New | 96 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +25.7% | 88 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.7% | 84 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 65 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 64 | $4K |
| City State Bank | 0.00% | No change | 55 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 55 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +225.0% | 52 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 50 | $3K |
| Quaker Wealth Management, LLC | 0.00% | — | 47 | $3K |
| Plato Investment Management Ltd | 0.00% | Add +9.3% | 47 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +266.7% | 44 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 41 | $3K |
| West Oak Capital, LLC | 0.00% | No change | 40 | $3K |
| Painted Porch Advisors LLC | 0.00% | No change | 35 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 35 | $2K |
| True Wealth Design, LLC | 0.00% | Add +75.0% | 35 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 35 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +41.2% | 24 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +155.6% | 23 | $2K |
| Rothschild Investment LLC | 0.00% | Add +150.0% | 25 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +57.1% | 22 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 22 | $2K |
| Clearstead Trust, LLC | 0.00% | Reduce -51.2% | 21 | $1K |
| Total Investment Management Inc. | 0.00% | New | 21 | $1K |
| WPG Advisers, LLC | 0.00% | New | 19 | $1K |
| Essential Partners LLC | 0.00% | — | 19 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -93.0% | 17 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -94.3% | 15 | $1K |
| Hollencrest Capital Management | 0.00% | New | 15 | $1K |
| Heritage Wealth Advisors | 0.00% | No change | 15 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 20 | $1K |
| Avion Wealth | 0.00% | Add +340.0% | 22 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.9% | 13 | $899 |
| Team Financial Group, LLC | 0.00% | New | 12 | $830 |
| Richardson Financial Services Inc. | 0.00% | No change | 11 | $761 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 11 | $761 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -75.6% | 10 | $692 |
| PayPay Securities Corp | 0.03% | Reduce -28.6% | 10 | $691 |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 10 | $691 |
| Rise Advisors, LLC | 0.00% | Reduce -37.5% | 10 | $691 |
| Stephens Consulting, LLC | 0.00% | New | 9 | $623 |
| American Capital Advisory, LLC | 0.00% | New | 8 | $554 |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $554 |
| Principia Wealth Advisory, LLC | 0.00% | New | 6 | $415 |
| Cheviot Value Management, LLC | 0.00% | No change | 5 | $362 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 5 | $346 |
| HFM Investment Advisors, LLC | 0.00% | Add +66.7% | 5 | $346 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $276 |
| DecisionPoint Financial, LLC | 0.00% | New | 4 | $269 |
| Activest Wealth Management | 0.00% | Reduce -87.5% | 1 | $69 |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.