Affirm HoldingsAFRM
13F holders, Q3 2025 (September 30)615holders +54
144new positions
91sold out
10famous investors
$73.02avg. 13F price*
At the end of Q3 2025, 615 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, up 54 from Q2 2025. 144 opened new positions and 91 sold out. The largest holders were Vanguard Group Inc. ($1.8B), Capital Research Global Investors ($1.7B) and Morgan Stanley ($1.7B). 10 famous investors held it, including Daniel Sundheim (0.7% of D1 Capital Partners's portfolio), Gavin Baker (0.4% of Atreides Management's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).
- Company
- Affirm Holdings Inc.
- CUSIP
- 00827B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 144 | $288.8M |
| Exits | 91 | $304.8M |
All 13F filers, Q2 2025 → Q3 2025: 32,396,479 shares bought and 26,775,865 shares sold, net +5,620,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 615 holders
| Vanguard Group Inc. | 0.03% | Add +0.9% | 24,419,068 | $1.8B |
| Capital Research Global Investors | 0.32% | Reduce -2.8% | 23,041,703 | $1.7B |
| Morgan Stanley | 0.10% | Add +3.6% | 22,967,766 | $1.7B |
| Capital World Investors | 0.21% | Add +0.1% | 21,203,690 | $1.5B |
| BlackRock, Inc. | 0.02% | Add +13.2% | 17,710,850 | $1.3B |
| FMR LLC | 0.05% | Add +27.1% | 12,240,360 | $894.5M |
| Durable Capital Partners LP | 3.39% | Reduce -15.2% | 6,268,515 | $458.1M |
| Baillie Gifford & Co. | 0.32% | Reduce -21.7% | 5,895,362 | $430.8M |
| State Street Corp. | 0.01% | Add +26.7% | 5,641,965 | $412.3M |
| Geode Capital Management, LLC | 0.02% | Add +11.0% | 5,172,075 | $376.9M |
| Marshall Wace, LLP | 0.36% | Add +203.2% | 4,466,524 | $326.4M |
| Invesco Ltd. | 0.05% | Add +294.2% | 4,333,691 | $316.7M |
| Jericho Capital Asset Management L.P. | 2.55% | Reduce -8.5% | 3,350,248 | $244.8M |
| 1832 Asset Management L.P. | 0.29% | Add +64.3% | 2,338,400 | $170.9M |
| Bank of America Corp. | 0.01% | Add +17.3% | 2,265,117 | $165.5M |
| Qube Research & Technologies Ltd | 0.22% | Add +69.0% | 2,146,092 | $156.8M |
| Foxhaven Asset Management, LP | 3.53% | Reduce -33.3% | 1,932,481 | $141.2M |
| UBS Group AG | 0.03% | Add +26.9% | 1,780,891 | $130.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -7.0% | 1,725,302 | $126.1M |
| Northern Trust Corp. | 0.02% | Add +10.0% | 1,629,935 | $119.1M |
| Lord, Abbett & Co. LLC | 0.36% | Add +908.0% | 1,582,287 | $115.6M |
| Holocene Advisors, LP | 0.26% | Add +71.2% | 1,545,605 | $113.0M |
| JPMorgan Chase & Co. | 0.01% | Add +99.3% | 1,538,408 | $112.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -3.4% | 1,330,718 | $97.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -44.4% | 1,311,581 | $95.9M |
| Allspring Global Investments Holdings, LLC | 0.15% | Add +96.3% | 1,261,611 | $93.9M |
| Alliancebernstein L.P. | 0.03% | Add +333.6% | 1,166,370 | $85.2M |
| Bank of New York Mellon Corp | 0.01% | Add +16.4% | 1,036,340 | $75.7M |
| Spyglass Capital Management LLC | 3.91% | Reduce -42.3% | 1,003,823 | $73.4M |
| Gilder Gagnon Howe & Co. LLC | 0.73% | Reduce -27.0% | 974,471 | $71.2M |
| Abdiel Capital Advisors, LP | 21.22% | No change | 959,582 | $70.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -6.7% | 940,131 | $68.7M |
| Leo Wealth, LLC | 8.76% | Reduce -7.3% | 924,770 | $67.6M |
| Wellington Management Group LLP | 0.01% | Reduce -56.8% | 919,352 | $67.2M |
| Nuveen, LLC | 0.02% | Add +21.0% | 892,079 | $65.2M |
| Franklin Resources Inc. | 0.02% | Add +601.5% | 829,362 | $60.6M |
| D1 Capital Partners | 0.69% | No change | 820,000 | $59.9M |
| Swiss National Bank | 0.03% | Add +60.7% | 771,800 | $56.4M |
| Tidal Investments LLC | 0.23% | Add +19596.3% | 753,187 | $55.0M |
| Allen Operations LLC | 6.29% | No change | 721,382 | $52.7M |
| Citadel Advisors | 0.04% | Add +371.9% | 710,357 | $51.9M |
| Westfield Capital Management Co. LP | 0.22% | Add +0.4% | 701,607 | $51.3M |
| Jane Street Group, LLC | 0.06% | Add +12.5% | 675,526 | $49.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -79.5% | 667,854 | $48.8M |
| First Trust Advisors LP | 0.03% | Add +201.9% | 578,181 | $42.3M |
| Quantinno Capital Management LP | 0.11% | Add +263.2% | 568,589 | $41.6M |
| Amundi | 0.01% | Reduce -5.9% | 545,385 | $41.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | New | 528,691 | $38.6M |
| Amanah Holdings Trust | 7.58% | No change | 519,230 | $37.9M |
| BNP Paribas Financial Markets | 0.03% | Add +3.1% | 513,372 | $37.5M |
| Citigroup Inc. | 0.03% | Add +82.6% | 504,979 | $36.9M |
| Mane Global Capital Management LP | 1.72% | Add +72.3% | 500,313 | $36.6M |
| Capital International Investors | 0.01% | Add +0.7% | 490,510 | $35.8M |
| Susquehanna International Group, LLP | 0.05% | Reduce -28.3% | 487,146 | $35.6M |
| American Century Companies Inc. | 0.02% | Add +322.3% | 485,513 | $35.5M |
| Legal & General Group Plc | 0.01% | Add +66.6% | 482,937 | $35.3M |
| Wells Fargo & Company | 0.01% | Add +40.9% | 470,986 | $34.4M |
| California Public Employees Retirement System | 0.02% | Add +8.2% | 469,271 | $34.3M |
| Man Group plc | 0.07% | Add +29.9% | 457,458 | $33.4M |
| Artemis Investment Management LLP | 0.41% | Reduce -35.2% | 451,272 | $33.0M |
| Pacific Heights Asset Management LLC | 1.43% | Add +17.3% | 440,000 | $32.2M |
| Neuberger Berman Group LLC | 0.02% | Add +29.6% | 436,339 | $31.9M |
| Glendon Capital Management LP | 1.66% | No change | 417,100 | $30.5M |
| ThornTree Capital Partners LP | 4.65% | Reduce -29.7% | 415,599 | $30.4M |
| Polar Capital Holdings Plc | 0.14% | Reduce -15.7% | 401,581 | $29.3M |
| Ogborne Capital Management, LLC | 7.96% | Reduce -27.3% | 400,000 | $29.2M |
| California State Teachers Retirement System | 0.03% | Add +61.8% | 385,450 | $28.2M |
| Deutsche Bank AG | 0.01% | Add +48.2% | 376,424 | $27.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +139.7% | 373,758 | $27.3M |
| NZS Capital, LLC | 0.80% | Reduce -5.7% | 356,926 | $26.1M |
| 12 West Capital Management LP | 2.65% | No change | 350,000 | $25.6M |
| AQR Capital Management | 0.02% | Add +4.5% | 345,614 | $25.3M |
| Rhumbline Advisers | 0.02% | Add +14.9% | 324,927 | $23.7M |
| Worldquant Millennium Advisors LLC | 0.10% | Add +81.6% | 324,168 | $23.7M |
| Blair William & Co. | 0.06% | Add +5.3% | 320,989 | $23.5M |
| Driehaus Capital Management LLC | 0.17% | Reduce -38.9% | 315,193 | $23.0M |
| Royal Bank of Canada | 0.00% | Reduce -39.7% | 314,141 | $23.0M |
| Millennium Management | 0.02% | Reduce -76.8% | 311,071 | $22.7M |
| Barclays PLC | 0.01% | Reduce -1.2% | 304,372 | $22.2M |
| D. E. Shaw & Co. | 0.02% | Reduce -72.1% | 289,768 | $21.2M |
| Rokos Capital Management LLP | 0.26% | Reduce -42.9% | 281,840 | $20.6M |
| Federated Hermes, Inc. | 0.03% | New | 261,042 | $19.1M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +4.8% | 247,923 | $18.1M |
| Allianz Asset Management GmbH | 0.02% | Add +127.9% | 246,860 | $18.0M |
| BIT Capital GmbH | 0.79% | Reduce -44.3% | 237,335 | $17.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.1% | 235,152 | $17.2M |
| Comerica Bank | 0.06% | Add +9.0% | 230,292 | $16.8M |
| Allen Holding Inc. | 1.59% | Reduce -9.9% | 230,000 | $16.8M |
| Penserra Capital Management LLC | 0.20% | Reduce -32.8% | 228,294 | $16.7M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -10.1% | 226,568 | $16.6M |
| Diversify Advisory Services, LLC | 0.53% | Reduce -14.0% | 219,833 | $15.8M |
| SG Americas Securities, LLC | 0.06% | Reduce -45.3% | 214,349 | $15.7M |
| Verition Fund Management LLC | 0.09% | Reduce -47.6% | 210,649 | $15.4M |
| Atreides Management | 0.39% | Reduce -89.5% | 207,905 | $15.2M |
| Ardmore Road Asset Management LP | 0.94% | Reduce -60.0% | 200,000 | $14.6M |
| Aviva PLC | 0.02% | New | 185,373 | $13.5M |
| Sei Investments Co. | 0.01% | Reduce -7.4% | 183,040 | $13.4M |
| IMC-Chicago, LLC | 0.24% | Add +374.4% | 182,984 | $13.4M |
| Dilation Capital Management LP | 6.50% | Reduce -2.7% | 179,403 | $13.1M |
| Jefferies Financial Group Inc. | 0.12% | Add +1161.2% | 171,269 | $12.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -5.7% | 170,052 | $12.4M |
| LPL Financial LLC | 0.00% | Add +38.4% | 166,316 | $12.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -20.8% | 165,322 | $12.1M |
| Capital Impact Advisors, LLC | 2.65% | New | 162,425 | $11.9M |
| Vestor Capital, LLC | 0.75% | Reduce -75.0% | 160,835 | $11.8M |
| Landscape Capital Management, L.L.C. | 0.71% | Reduce -30.3% | 152,451 | $11.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -14.9% | 150,695 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 149,397 | $10.9M |
| Aquatic Capital Management LLC | 0.20% | Reduce -65.8% | 148,988 | $10.9M |
| Optiver Holding B.V. | 0.18% | Add +1080.6% | 148,287 | $10.8M |
| Great Lakes Advisors, LLC | 0.09% | Reduce -4.3% | 142,535 | $10.4M |
| Agf Management Ltd. | 0.05% | New | 142,121 | $10.4M |
| Teachers Retirement System of the State of Kentucky | 0.08% | Reduce -24.3% | 139,877 | $10.2M |
| Trexquant Investment LP | 0.10% | Add +16.5% | 137,161 | $10.0M |
| Divisadero Street Capital Management, LP | 0.46% | Add +108.4% | 136,246 | $10.0M |
| New York State Common Retirement Fund | 0.01% | Add +2.0% | 135,015 | $9.9M |
| Picton Mahoney Asset Management | 0.13% | Reduce -49.4% | 133,458 | $9.8M |
| Catalyst Private Wealth, LLC | 4.13% | Reduce -5.4% | 128,745 | $9.4M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | No change | 128,560 | $9.4M |
| Gotham Asset Management | 0.04% | Add +26.2% | 125,127 | $9.1M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +113.8% | 122,758 | $9.0M |
| Gillson Capital LP | 0.77% | Add +61.0% | 122,100 | $8.9M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -3.8% | 120,632 | $8.8M |
| G2 Investment Partners Management LLC | 1.81% | Add +3.6% | 120,459 | $8.8M |
| Natixis | 0.05% | Add +514.6% | 120,332 | $8.8M |
| Police & Firemen's Retirement System of New Jersey | 0.07% | Add +16.4% | 118,807 | $8.7M |
| Flight Deck Capital, LP | 6.56% | Add +36.7% | 118,500 | $8.7M |
| Allen Investment Management, LLC | 0.09% | No change | 116,683 | $8.5M |
| Elyxium Wealth, LLC | 2.96% | Add +10.5% | 115,999 | $8.5M |
| Capital Fund Management S.A. | 0.08% | Reduce -82.1% | 113,741 | $8.3M |
| Andra AP-fonden | 0.11% | New | 113,600 | $8.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | New | 108,390 | $7.9M |
| Omega Financial Group, LLC | 2.60% | Reduce -7.8% | 105,627 | $7.7M |
| Rakuten Investment Management, Inc. | 0.03% | — | 95,856 | $7.7M |
| Twin Tree Management, LP | 0.35% | Reduce -48.4% | 102,477 | $7.5M |
| Walleye Capital LLC | 0.07% | Add +48.1% | 102,285 | $7.5M |
| Asset Management One Co., Ltd. | 0.02% | New | 100,994 | $7.4M |
| KLP Kapitalforvaltning As | 0.03% | Add +91.3% | 98,700 | $7.2M |
| Korea Investment CORP | 0.01% | New | 97,418 | $7.1M |
| Public Sector Pension Investment Board | 0.03% | New | 97,200 | $7.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +153.7% | 97,027 | $7.1M |
| HSBC Holdings PLC | 0.00% | Reduce -49.7% | 96,756 | $7.0M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +10.8% | 95,521 | $7.0M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -75.7% | 95,411 | $7.0M |
| Forsta Ap-Fonden | 0.04% | New | 93,200 | $6.8M |
| Danske Bank A/S | 0.02% | Add +2963.6% | 92,000 | $6.7M |
| Polar Asset Management Partners Inc. | 0.20% | New | 91,971 | $6.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +127.8% | 89,830 | $6.6M |
| Parallax Volatility Advisers, L.P. | 0.22% | New | 89,283 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.1% | 75,423 | $6.3M |
| RJA Asset Management LLC | 2.38% | Reduce -84.6% | 85,500 | $6.2M |
| Paloma Partners Management Co | 2.83% | Reduce -9.3% | 85,087 | $6.2M |
| Public Employees Retirement System of Ohio | 0.02% | Add +0.6% | 83,825 | $6.1M |
| Victory Capital Management Inc. | 0.00% | Add +19.4% | 83,360 | $6.1M |
| Hidden Lake Asset Management LP | 2.43% | Reduce -62.0% | 83,222 | $6.1M |
| Resona Asset Management Co.,Ltd. | 0.03% | New | 82,088 | $6.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.0% | 80,120 | $5.9M |
| Arizona State Retirement System | 0.03% | Add +9.1% | 80,014 | $5.8M |
| Group One Trading LLC | 0.16% | New | 74,950 | $5.5M |
| Faithward Advisors, LLC | 0.80% | Reduce -2.5% | 73,358 | $5.4M |
| Voleon Capital Management LP | 0.13% | Add +366.0% | 72,809 | $5.3M |
| Ballentine Partners, LLC | 0.07% | Reduce -6.0% | 71,476 | $5.2M |
| Maytus Capital Management, LLC | 1.11% | New | 71,000 | $5.2M |
| Virtu Financial LLC | 0.29% | New | 70,767 | $5.2M |
| Liberty Mutual Group Asset Management Inc. | 1.61% | No change | 69,374 | $5.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -6.8% | 67,924 | $5.0M |
| Handelsbanken Fonder AB | 0.02% | Add +13.1% | 67,200 | $4.9M |
| Jain Global LLC | 0.07% | New | 66,251 | $4.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -6.4% | 65,002 | $4.8M |
| Osterweis Capital Management Inc. | 0.27% | Reduce -50.7% | 63,519 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +19.0% | 62,131 | $4.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | New | 62,100 | $4.5M |
| Two Sigma Investments, LP | 0.01% | Add +67.0% | 62,069 | $4.5M |
| Ieq Capital, LLC | 0.01% | Add +38.8% | 62,055 | $4.5M |
| Mariner, LLC | 0.01% | Add +12.7% | 60,970 | $4.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +10.6% | 60,708 | $4.4M |
| Weiss Asset Management LP | 0.08% | New | 58,376 | $4.3M |
| Panoramic Capital, LLC | 2.69% | Reduce -25.0% | 58,155 | $4.2M |
| Liontrust Investment Partners LLP | 0.06% | Add +54.6% | 55,389 | $4.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | New | 53,100 | $3.9M |
| IFM Investors Pty Ltd | 0.03% | New | 50,679 | $3.9M |
| Zacks Investment Management | 0.03% | Reduce -1.9% | 52,720 | $3.9M |
| DNB Asset Management AS | 0.01% | Add +1639.7% | 50,782 | $3.7M |
| Compound Planning, Inc. | 0.12% | Reduce -9.1% | 49,660 | $3.6M |
| Maverick Capital | 0.05% | Reduce -7.8% | 48,110 | $3.5M |
| AXA Investment Managers S.A. | 0.01% | — | 47,821 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | New | 46,456 | $3.4M |
| Hillsdale Investment Management Inc. | 0.10% | No change | 46,400 | $3.4M |
| Xponance LLC | 0.03% | Add +58.1% | 44,961 | $3.3M |
| Clear Street Group Inc. | 0.02% | — | 44,570 | $3.3M |
| TD Asset Management Inc | 0.00% | New | 44,469 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -27.0% | 44,356 | $3.2M |
| Neo Ivy Capital Management | 0.76% | New | 42,850 | $3.1M |
| Mount Vernon Associates Inc. | 2.18% | Reduce -1.8% | 42,725 | $3.1M |
| Moore Capital Management, LP | 0.06% | New | 42,500 | $3.1M |
| Toronto Dominion Bank | 0.01% | New | 42,233 | $3.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -62.0% | 40,702 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.5% | 40,063 | $2.9M |
| OP Asset Management Ltd | 0.04% | Add +317.0% | 39,469 | $2.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | New | 38,479 | $2.8M |
| Jasper Ridge Partners, L.P. | 0.06% | No change | 38,086 | $2.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -20.4% | 37,718 | $2.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 37,372 | $2.7M |
| Gunderson Capital Management LLC | 0.98% | New | 36,406 | $2.7M |
| Storebrand Asset Management As | 0.01% | New | 36,301 | $2.7M |
| Employees Retirement System of Texas | 0.02% | Reduce -22.6% | 35,771 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +13.2% | 35,200 | $2.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -30.5% | 35,066 | $2.6M |
| Wolverine Trading, LLC | 0.05% | New | 33,446 | $2.6M |
| Diker Management LLC | 2.07% | Add +16.7% | 35,000 | $2.6M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -78.5% | 34,875 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +24.8% | 34,222 | $2.5M |
| Evolutionary Tree Capital Management, LLC | 2.72% | Reduce -15.6% | 34,173 | $2.5M |
| Nissay Asset Management Corp. /Japan | 0.01% | New | 33,650 | $2.5M |
| Polen Capital Management LLC | 0.01% | Add +10.2% | 33,096 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.10% | New | 32,947 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.9% | 31,928 | $2.3M |
| Credit Agricole S A | 0.01% | — | 31,307 | $2.3M |
| Silvant Capital Management LLC | 0.08% | New | 29,861 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +8.3% | 29,783 | $2.2M |
| Wakefield Asset Management LLLP | 0.59% | Reduce -8.8% | 29,433 | $2.2M |
| Daiwa Securities Group Inc. | 0.01% | Add +677.2% | 29,152 | $2.1M |
| Simplicity Wealth,LLC | 0.12% | New | 29,018 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +32.9% | 28,782 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +4.6% | 28,735 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -83.1% | 28,530 | $2.1M |
| Creative Planning | 0.00% | Add +24.8% | 28,333 | $2.1M |
| Caxton Associates LLP | 0.06% | New | 27,892 | $2.0M |
| Catalyst Funds Management Pty Ltd | 0.30% | Add +150.9% | 27,100 | $2.0M |
| FIL Ltd | 0.00% | New | 26,633 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | New | 26,603 | $1.9M |
| SBI Securities Co., Ltd. | 0.05% | Reduce -10.4% | 26,450 | $1.9M |
| Blueshift Asset Management, LLC | 0.59% | Reduce -58.0% | 26,302 | $1.9M |
| Donoghue Forlines LLC | 0.58% | New | 25,586 | $1.9M |
| Independent Financial Group, LLC | 0.04% | Reduce -55.7% | 25,149 | $1.8M |
| Belpointe Asset Management LLC | 0.07% | Add +43.2% | 25,010 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Reduce -95.1% | 24,923 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -53.4% | 24,677 | $1.8M |
| GF Fund Management Co. LTD. | 0.03% | Reduce -13.1% | 24,491 | $1.8M |
| Ashford Capital Management Inc. | 0.19% | Reduce -1.3% | 23,603 | $1.7M |
| Boothbay Fund Management, LLC | 0.05% | Reduce -29.8% | 23,345 | $1.7M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 23,329 | $1.7M |
| Nomura Holdings Inc. | 0.01% | Reduce -71.0% | 23,001 | $1.7M |
| Nordea Investment Management AB | 0.00% | Reduce -89.8% | 23,363 | $1.7M |
| Integris Wealth Management, LLC | 0.40% | Add +2.2% | 22,260 | $1.6M |
| Swiss Life Asset Management Ltd | 0.01% | Add +231.6% | 22,049 | $1.6M |
| Vinva Investment Management Ltd | 0.03% | New | 20,828 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +12.2% | 21,517 | $1.6M |
| Bridgeway Capital Management, LLC | 0.03% | New | 21,430 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +11.3% | 21,209 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -94.3% | 20,714 | $1.5M |
| Gsa Capital Partners LLP | 0.13% | Add +33.8% | 20,670 | $1.5M |
| DRW Securities, LLC | 0.08% | New | 20,440 | $1.5M |
| US Bancorp \de | 0.00% | Add +1.7% | 20,298 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +70.9% | 20,177 | $1.5M |
| Ardsley Advisory Partners LP | 0.22% | Reduce -89.8% | 20,000 | $1.5M |
| Element Squared LLC | 0.83% | New | 19,986 | $1.5M |
| Mission Wealth Management, LP | 0.03% | Reduce -0.1% | 19,519 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +63.0% | 19,403 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +7.2% | 19,399 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +287.5% | 19,397 | $1.4M |
| World Investment Advisors | 0.03% | Reduce -34.7% | 19,364 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -11.4% | 19,088 | $1.4M |
| Arete Wealth Advisors, LLC | 0.09% | Add +213.3% | 18,696 | $1.4M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -13.1% | 18,569 | $1.4M |
| Amalgamated Bank | 0.01% | Add +5.5% | 18,320 | $1.3M |
| KBC Group NV | 0.00% | Add +163.4% | 18,007 | $1.3M |
| Gateway Investment Advisers LLC | 0.01% | New | 18,000 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -0.3% | 17,930 | $1.3M |
| Independent Advisor Alliance | 0.03% | Reduce -0.5% | 17,752 | $1.3M |
| Cim Investment Management Inc. | 0.35% | Reduce -50.6% | 17,631 | $1.3M |
| Armistice Capital, LLC | 0.04% | New | 17,536 | $1.3M |
| Caisse de depot et placement du Quebec | 0.00% | New | 17,445 | $1.3M |
| Mgo One Seven LLC | 0.03% | Add +7.7% | 17,392 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +5.0% | 17,032 | $1.2M |
| Fairvoy Private Wealth, LLC | 0.28% | New | 16,712 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.21% | New | 16,592 | $1.2M |
| Edgestream Partners, L.P. | 0.04% | New | 16,551 | $1.2M |
| Rakuten Securities, Inc. | 0.44% | Add +119.8% | 16,416 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +0.2% | 16,315 | $1.2M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 16,168 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | New | 15,995 | $1.2M |
| Caprock Group, LLC | 0.03% | — | 12,825 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -18.2% | 15,454 | $1.1M |
| Capula Management Ltd | 0.01% | New | 15,324 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +11.7% | 15,302 | $1.1M |
| Dark Forest Capital Management LP | 0.04% | Add +355.5% | 14,876 | $1.1M |
| GTS Securities LLC | 0.04% | New | 14,634 | $1.1M |
| GC Wealth Management RIA, LLC | 0.04% | Add +108.5% | 14,619 | $1.1M |
| Machina Capital S.A.S. | 0.19% | Add +87.4% | 14,416 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Add +123.0% | 14,217 | $1.0M |
| Utah Retirement Systems | 0.01% | No change | 14,183 | $1.0M |
| Macquarie Group Ltd. | 0.00% | Add +1279.8% | 14,088 | $1.0M |
| Alta Wealth Advisors LLC | 0.36% | New | 13,937 | $1.0M |
| RFG Advisory, LLC | 0.02% | Add +21.4% | 13,927 | $1.0M |
| Baker Avenue Asset Management, LP | 0.02% | New | 13,697 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.0% | 13,666 | $999K |
| Maryland State Retirement & Pension System | 0.02% | Add +4.7% | 13,650 | $998K |
| CSS LLC | 0.17% | No change | 13,540 | $990K |
| STRS Ohio | 0.00% | Reduce -29.8% | 13,416 | $980K |
| Gulf International Bank (UK) Ltd | 0.03% | New | 13,342 | $975K |
| Steadview Capital Management LLC | 0.14% | New | 13,300 | $972K |
| a16z Perennial Management, L.P. | 0.08% | Reduce -84.7% | 13,260 | $969K |
| Cwm, LLC | 0.00% | Add +173.9% | 13,056 | $954K |
| Friedenthal Financial | 0.49% | New | 12,855 | $939K |
| Laird Norton Wetherby Trust Company, LLC | 0.16% | No change | 12,721 | $930K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.3% | 12,617 | $922K |
| Investment Management Corp of Ontario | 0.01% | New | 12,613 | $922K |
| Myecfo, LLC | 0.42% | Add +2.0% | 12,545 | $917K |
| HighVista Strategies LLC | 0.22% | New | 12,500 | $914K |
| HB Wealth Management, LLC | 0.01% | Add +97.5% | 12,474 | $912K |
| Lecap Asset Management Ltd. | 0.31% | Reduce -42.6% | 12,333 | $901K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -47.6% | 12,169 | $889K |
| Mason & Associates Inc | 0.18% | New | 12,117 | $886K |
| Engineers Gate Manager LP | 0.01% | Reduce -75.8% | 12,067 | $882K |
| MetLife Investment Management, LLC | 0.00% | Add +2.5% | 12,029 | $879K |
| GAMCO Investors | 0.01% | No change | 12,000 | $877K |
| F&V Capital Management, LLC | 0.20% | Add +1.1% | 11,965 | $874K |
| Arax Advisory Partners | 0.01% | Add +2770.8% | 11,598 | $848K |
| Jones Financial Companies LLLP | 0.00% | Add +87.7% | 11,067 | $841K |
| BBR Partners, LLC | 0.05% | No change | 11,366 | $831K |
| Militia Capital Partners, LP | 0.38% | New | 11,200 | $818K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +340.3% | 11,171 | $816K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +64.2% | 10,473 | $803K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.2% | 10,912 | $797K |
| Williamson Legacy Group, LLC | 0.61% | New | 10,798 | $789K |
| Paragon Capital Management Ltd | 0.15% | No change | 10,770 | $787K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +509.4% | 10,744 | $785K |
| Bank of Nova Scotia | 0.00% | Reduce -81.5% | 10,611 | $775K |
| Empowered Funds, LLC | 0.01% | Add +23.8% | 10,588 | $774K |
| Interval Partners, LP | 0.02% | New | 10,582 | $773K |
| Stifel Financial Corp. | 0.00% | Add +112.2% | 10,553 | $771K |
| Prospera Financial Services Inc | 0.01% | Add +0.2% | 10,310 | $753K |
| Toth Financial Advisory Corp. | 0.08% | No change | 10,200 | $745K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.7% | 10,118 | $739K |
| Aigen Investment Management, LP | 0.11% | Reduce -48.9% | 9,956 | $728K |
| Royal London Asset Management Ltd. | 0.00% | New | 9,766 | $714K |
| CIBC Bancorp USA Inc. | 0.00% | — | 9,600 | $702K |
| Wedmont Private Capital | 0.03% | Add +5.6% | 9,141 | $701K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.8% | 9,584 | $700K |
| Allstate Corp. | 0.02% | New | 9,472 | $692K |
| Oppenheimer & Co. Inc. | 0.01% | New | 9,453 | $691K |
| Lazard Asset Management LLC | 0.00% | Reduce -23.9% | 9,398 | $687K |
| Fox Run Management, L.L.C. | 0.11% | New | 9,312 | $681K |
| FORA Capital, LLC | 0.12% | New | 9,292 | $679K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.04% | Reduce -20.2% | 9,223 | $674K |
| Principal Financial Group Inc. | 0.00% | Reduce -29.1% | 9,033 | $660K |
| QRG Capital Management, Inc. | 0.01% | Reduce -70.5% | 8,870 | $648K |
| Bridgewater Associates | 0.00% | New | 8,860 | $647K |
| Focus Partners Wealth | 0.00% | Add +23.0% | 7,792 | $644K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.9% | 8,545 | $637K |
| Cravens & Co Advisors, LLC | 0.43% | Reduce -23.7% | 8,653 | $632K |
| Van Eck Associates Corp. | 0.00% | Add +195.3% | 8,639 | $631K |
| Central Pacific Bank - Trust Division | 0.08% | New | 8,614 | $630K |
| Marex Group Ltd | 0.01% | New | 8,451 | $618K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +37.8% | 8,442 | $617K |
| Ellevest, Inc. | 0.09% | Reduce -6.9% | 8,245 | $603K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -48.4% | 7,790 | $596K |
| Schroder Investment Management Group | 0.00% | New | 8,154 | $596K |
| CIBC Asset Management Inc | 0.00% | No change | 8,097 | $592K |
| J. Goldman & Co LP | 0.02% | Reduce -91.8% | 8,000 | $585K |
| Private Advisor Group, LLC | 0.00% | Reduce -30.6% | 7,969 | $582K |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.6% | 7,967 | $582K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -36.4% | 7,580 | $575K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 7,856 | $574K |
| J.Safra Asset Management Corp | 0.03% | New | 7,646 | $559K |
| United Capital Financial Advisors, LLC | 0.00% | Add +7.0% | 7,561 | $553K |
| Fortis Capital Advisors, LLC | 0.09% | New | 7,362 | $538K |
| Epoch Investment Partners, Inc. | 0.00% | New | 7,307 | $534K |
| Park Avenue Securities LLC | 0.00% | Add +6.1% | 7,282 | $532K |
| Praxis Investment Management Inc. | 0.03% | No change | 7,230 | $528K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 7,279 | $517K |
| Accuvest Global Advisors | 0.32% | New | 7,027 | $514K |
| Oder Investment Management, LLC | 0.37% | Reduce -2.3% | 7,031 | $514K |
| Shearwater Capital LLC | 0.30% | No change | 7,000 | $512K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.9% | 6,966 | $509K |
| Quadcap Wealth Management, LLC | 0.06% | Add +1.0% | 6,932 | $507K |
| Swedbank AB | 0.00% | New | 6,928 | $506K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -7.2% | 6,845 | $500K |
| Integrated Wealth Concepts LLC | 0.00% | Add +28.2% | 6,769 | $495K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.9% | 6,756 | $494K |
| Jennison Associates LLC | 0.00% | New | 6,737 | $492K |
| Left Brain Wealth Management, LLC | 0.15% | No change | 6,725 | $491K |
| Kera Capital Partners, Inc. | 0.07% | Add +37.7% | 6,590 | $482K |
| Emerald Mutual Fund Advisers Trust | 0.02% | New | 6,520 | $476K |
| CreativeOne Wealth, LLC | 0.01% | New | 6,356 | $464K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.5% | 6,335 | $463K |
| Biltmore Family Office, LLC | 0.07% | Add +0.9% | 6,327 | $462K |
| GraniteShares Advisors LLC | 0.27% | Reduce -21.3% | 6,302 | $461K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -0.3% | 6,057 | $456K |
| Leonteq Securities AG | 0.02% | Add +447.5% | 6,066 | $443K |
| Aspire Capital Advisors LLC | 0.11% | Add +33.4% | 5,981 | $437K |
| IPG Investment Advisors LLC | 0.08% | New | 5,959 | $435K |
| Meeder Advisory Services, Inc. | 0.02% | Add +3.8% | 5,928 | $433K |
| Hemington Wealth Management | 0.06% | Add +0.7% | 5,933 | $433K |
| Huntleigh Advisors, Inc. | 0.07% | Add +0.3% | 5,889 | $430K |
| White Lighthouse Investment Management Inc. | 0.07% | Reduce -45.7% | 5,835 | $426K |
| Moran Wealth Management, LLC | 0.01% | Add +63.0% | 5,741 | $420K |
| Choate Investment Advisors | 0.01% | Add +3.1% | 5,552 | $406K |
| Holistic Financial Partners | 0.16% | Add +0.5% | 5,500 | $402K |
| Par Capital Management Inc. | 0.01% | New | 5,500 | $402K |
| Choreo, LLC | 0.01% | Add +49.0% | 5,463 | $399K |
| Plato Investment Management Ltd | 0.03% | Add +11474.5% | 5,440 | $395K |
| Vestcor Inc | 0.01% | New | 5,341 | $390K |
| Wealthfront Advisers LLC | 0.00% | Reduce -15.4% | 5,153 | $377K |
| Signaturefd, LLC | 0.01% | Add +2.3% | 5,043 | $369K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.2% | 5,008 | $366K |
| Ossiam | 0.00% | Add +37.5% | 4,996 | $365K |
| Andina Capital Management, LLC | 0.20% | New | 4,926 | $360K |
| Avior Wealth Management, LLC | 0.01% | Add +0.0% | 4,909 | $359K |
| Prudential PLC | 0.00% | New | 4,858 | $355K |
| IFP Advisors, Inc | 0.01% | Add +7.3% | 4,851 | $355K |
| GAMMA Investing LLC | 0.02% | Add +4.4% | 4,850 | $354K |
| Acadian Asset Management LLC | 0.00% | Reduce -82.3% | 4,872 | $353K |
| Atria Investments, Inc | 0.00% | Add +24.7% | 4,789 | $350K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +195.9% | 4,755 | $347K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +45.1% | 4,691 | $343K |
| Diversified Trust Co. | 0.01% | Add +2.2% | 4,655 | $340K |
| UniSuper Management Pty Ltd | 0.00% | New | 4,600 | $336K |
| West Michigan Advisors, LLC | 0.08% | New | 4,540 | $332K |
| Forum Financial Management, LP | 0.00% | Reduce -39.4% | 4,521 | $330K |
| Fluent Financial, LLC | 0.13% | New | 4,519 | $330K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -10.6% | 4,467 | $326K |
| Callan Family Office, LLC | 0.01% | Add +5.3% | 4,455 | $326K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 4,270 | $321K |
| Commerce Bank | 0.00% | Add +0.8% | 4,269 | $312K |
| Aaron Wealth Advisors LLC | 0.02% | Add +30.4% | 4,265 | $312K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -1.0% | 4,261 | $311K |
| Intellectus Partners, LLC | 0.06% | New | 4,250 | $311K |
| Versant Capital Management, Inc | 0.04% | Add +0.1% | 4,236 | $310K |
| Vise Technologies, Inc. | 0.01% | Reduce -3.8% | 4,213 | $308K |
| SLT Holdings LLC | 0.21% | Reduce -2.3% | 4,205 | $307K |
| Prelude Capital Management, LLC | 0.02% | New | 4,194 | $306K |
| Ritholtz Wealth Management | 0.01% | No change | 4,109 | $300K |
| Parallel Advisors, LLC | 0.01% | Add +0.4% | 4,062 | $297K |
| Rational Advisors, Inc. | 0.03% | New | 4,000 | $292K |
| Western Wealth Management, LLC | 0.02% | Reduce -7.7% | 3,900 | $285K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -49.0% | 3,803 | $278K |
| Lido Advisors, LLC | 0.00% | New | 3,735 | $273K |
| Siemens Fonds Invest GmbH | 0.01% | New | 3,734 | $273K |
| Nicholas Investment Partners, LP | 0.02% | New | 3,727 | $272K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -2.9% | 3,628 | $265K |
| Intech Investment Management LLC | 0.00% | New | 3,587 | $262K |
| PFG Investments, LLC | 0.01% | New | 3,585 | $262K |
| National Bank of Canada | 0.00% | Add +0.0% | 3,581 | $262K |
| Hilltop Holdings Inc. | 0.01% | Reduce -5.3% | 3,566 | $261K |
| Coldstream Capital Management Inc. | 0.00% | Add +3.2% | 3,522 | $257K |
| Integrated Investment Consultants, LLC | 0.04% | Add +33.5% | 257,022 | $257K |
| Highland Capital Management, LLC | 0.01% | Reduce -2.0% | 3,510 | $257K |
| Inceptionr LLC | 0.06% | New | 3,505 | $256K |
| Ancora Advisors LLC | 0.01% | No change | 3,501 | $256K |
| Savvy Advisors, Inc. | 0.01% | Add +12.3% | 3,410 | $249K |
| MAI Capital Management | 0.00% | Reduce -10.5% | 3,360 | $246K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -1.1% | 3,353 | $245K |
| Rareview Capital LLC | 0.15% | No change | 3,541 | $245K |
| Kathleen S. Wright Associates Inc. | 0.09% | Reduce -17.7% | 3,333 | $244K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -9.7% | 3,275 | $239K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -24.5% | 3,268 | $239K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,267 | $239K |
| 111 Capital | 0.05% | New | 3,255 | $238K |
| Congress Park Capital LLC | 0.07% | No change | 3,250 | $238K |
| Yousif Capital Management, LLC | 0.00% | Add +5.1% | 3,243 | $237K |
| Brighton Jones LLC | 0.01% | New | 3,234 | $236K |
| Capital Markets Trading UK LLP | 0.24% | New | 3,216 | $235K |
| Sherbrooke Park Advisers LLC | 0.11% | New | 3,198 | $234K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +16.7% | 3,195 | $233K |
| Ethic Inc. | 0.00% | Reduce -2.8% | 3,165 | $231K |
| Piar LLC | 0.16% | New | 3,085 | $225K |
| Metis Global Partners, LLC | 0.01% | New | 3,016 | $220K |
| RBF Capital, LLC | 0.01% | No change | 3,000 | $219K |
| Paradigm Asset Management Co. LLC | 0.05% | No change | 2,900 | $212K |
| Leigh Baldwin & Co., LLC | 0.12% | No change | 2,894 | $211K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,857 | $209K |
| AlphaQuest LLC | 0.01% | Reduce -32.7% | 2,849 | $208K |
| Norden Group LLC | 0.02% | Reduce -11.4% | 2,802 | $205K |
| Birch Financial Group, LLC | 0.12% | Reduce -11.5% | 2,774 | $203K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.0% | 2,729 | $199K |
| Advisory Services Network, LLC | 0.00% | New | 2,661 | $194K |
| Spire Wealth Management | 0.01% | No change | 2,658 | $194K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 2,444 | $179K |
| State of Wyoming | 0.02% | New | 2,394 | $175K |
| Evergreen Capital Management LLC | 0.00% | New | 2,383 | $174K |
| NFSG Corp | 0.03% | No change | 2,297 | $168K |
| Manchester Capital Management LLC | 0.02% | Add +0.1% | 2,075 | $152K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 2,000 | $146K |
| Bayforest Capital Ltd | 0.06% | Reduce -85.1% | 1,825 | $133K |
| Twin Lakes Capital Management, LLC | 0.06% | No change | 1,811 | $132K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | New | 1,800 | $131K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +321.5% | 1,703 | $124K |
| Smartleaf Asset Management LLC | 0.01% | Add +64.6% | 1,600 | $122K |
| Ostrum Asset Management | 0.01% | New | 1,574 | $115K |
| Shell Asset Management Co. | 0.01% | Reduce -79.0% | 1,532 | $112K |
| Farther Finance Advisors, LLC | 0.00% | Add +13.2% | 1,471 | $108K |
| Aster Capital Management (DIFC) Ltd | 0.05% | New | 1,406 | $103K |
| Westside Investment Management, Inc. | 0.01% | Reduce -7.5% | 1,250 | $91K |
| Y.D. More Investments Ltd | 0.01% | Reduce -24.9% | 1,174 | $90K |
| Allworth Financial LP | 0.00% | Add +53.1% | 1,223 | $89K |
| Global Retirement Partners, LLC | 0.00% | Add +6.0% | 1,198 | $88K |
| Valley National Advisers Inc. | 0.01% | Reduce -20.3% | 977 | $71K |
| CI Investments Inc. | 0.00% | Add +131.1% | 929 | $68K |
| Sound Income Strategies, LLC | 0.00% | No change | 853 | $66K |
| Blue Trust, Inc. | 0.00% | No change | 886 | $65K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -50.0% | 814 | $59K |
| Quadrant Capital Group LLC | 0.00% | New | 801 | $59K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -22.3% | 788 | $58K |
| Quent Capital, LLC | 0.00% | New | 583 | $43K |
| UMB Bank, n.a. | 0.00% | Add +0.7% | 573 | $42K |
| Principal Securities, Inc. | 0.00% | Add +11.5% | 563 | $41K |
| Larson Financial Group LLC | 0.00% | Add +74.5% | 499 | $36K |
| SouthState Bank Corp | 0.00% | Add +16.2% | 496 | $36K |
| Bessemer Group Inc. | 0.00% | Add +201.2% | 494 | $36K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 485 | $35K |
| Blume Capital Management, Inc. | 0.01% | No change | 455 | $33K |
| Noble Wealth Management PBC | 0.02% | — | 450 | $33K |
| Copia Wealth Management | 0.02% | No change | 402 | $29K |
| Mather Group, Llc. | 0.00% | New | 402 | $29K |
| SWAN Capital LLC | 0.01% | No change | 400 | $29K |
| Harbour Investments, Inc. | 0.00% | Add +9.2% | 355 | $26K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -4.8% | 354 | $26K |
| Assetmark, Inc. | 0.00% | Add +111.3% | 338 | $25K |
| Optimum Investment Advisors | 0.01% | No change | 330 | $24K |
| Cornerstone Planning Group LLC | 0.00% | Add +820.8% | 221 | $24K |
| Fifth Third Bancorp | 0.00% | No change | 319 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 306 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | Add +200.0% | 300 | $22K |
| Root Financial Partners, LLC | 0.00% | New | 277 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -17.3% | 268 | $20K |
| True Wealth Design, LLC | 0.01% | Add +662.9% | 267 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +307.7% | 265 | $19K |
| Private Wealth Management Group, LLC | 0.01% | No change | 253 | $18K |
| Holos Integrated Wealth LLC | 0.01% | No change | 259 | $18K |
| Fortitude Family Office, LLC | 0.00% | Add +7.7% | 237 | $17K |
| Covestor Ltd | 0.01% | Reduce -26.4% | 228 | $17K |
| Matrix Trust Co | 0.00% | Reduce -17.4% | 200 | $15K |
| Tacita Capital Inc | 0.01% | No change | 200 | $15K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | New | 200 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +28.3% | 186 | $14K |
| Sachetta, LLC | 0.00% | No change | 169 | $12K |
| JDM Financial Group LLC | 0.01% | No change | 167 | $12K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 164 | $12K |
| HM Payson & Co. | 0.00% | Add +1.9% | 163 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 157 | $11K |
| JPL Wealth Management, LLC | 0.00% | New | 149 | $11K |
| Tortoise Investment Management, LLC | 0.00% | Add +11.3% | 138 | $10K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 120 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 123 | $9K |
| TD Private Client Wealth LLC | 0.00% | Add +12.6% | 116 | $8K |
| LRI Investments, LLC | 0.00% | No change | 115 | $8K |
| Huntington National Bank | 0.00% | Reduce -71.0% | 113 | $8K |
| Hantz Financial Services, Inc. | 0.00% | No change | 115 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 100 | $7K |
| Bfsg, LLC | 0.00% | No change | 100 | $7K |
| Aspect Partners, LLC | 0.00% | Add +90.0% | 95 | $7K |
| Salomon & Ludwin, LLC | 0.00% | New | 87 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 88 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.4% | 86 | $6K |
| CoreCap Advisors, LLC | 0.00% | Reduce -73.5% | 83 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -66.0% | 68 | $5K |
| City State Bank | 0.00% | No change | 55 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 55 | $4K |
| Lanark Financial, Inc. | 0.00% | New | 52 | $4K |
| Essential Partners LLC | 0.00% | Add +142.1% | 46 | $3K |
| Cromwell Holdings LLC | 0.00% | No change | 44 | $3K |
| CVA Family Office, LLC | 0.00% | Add +20.0% | 42 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 41 | $3K |
| West Oak Capital, LLC | 0.00% | No change | 40 | $3K |
| PayPay Securities Corp | 0.10% | Add +260.0% | 36 | $3K |
| Painted Porch Advisors LLC | 0.00% | No change | 35 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | New | 34 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -88.0% | 33 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +18.2% | 26 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +210.0% | 31 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 31 | $2K |
| Rothschild Investment LLC | 0.00% | Add +12.0% | 28 | $2K |
| Avion Wealth | 0.00% | Add +27.3% | 28 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 27 | $2K |
| WPG Advisers, LLC | 0.00% | Add +31.6% | 25 | $2K |
| Wealthspire Advisors, LLC | 0.00% | New | 24 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 23 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 22 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 21 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -98.3% | 21 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 20 | $1K |
| Rise Advisors, LLC | 0.00% | Add +60.0% | 16 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 15 | $1K |
| Heritage Wealth Advisors | 0.00% | No change | 15 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 23 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 20 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $951 |
| Team Financial Group, LLC | 0.00% | No change | 12 | $877 |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 11 | $804 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -78.8% | 11 | $804 |
| American Capital Advisory, LLC | 0.00% | Add +25.0% | 10 | $731 |
| Berkshire Capital Holdings Inc. | 0.00% | Reduce -100.0% | 10 | $731 |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 10 | $731 |
| Principia Wealth Advisory, LLC | 0.00% | Add +33.3% | 8 | $585 |
| Raffa Wealth Management, LLC | 0.00% | New | 8 | $585 |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $585 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 8 | $584 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 7 | $520 |
| Dogwood Wealth Management LLC | 0.00% | New | 7 | $512 |
| HFM Investment Advisors, LLC | 0.00% | Add +40.0% | 7 | $512 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -92.7% | 7 | $512 |
| Pacer Advisors, Inc. | 0.00% | New | 7 | $512 |
| Breakwater Investment Management | 0.00% | New | 6 | $439 |
| Cheviot Value Management, LLC | 0.00% | No change | 5 | $380 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -89.4% | 5 | $366 |
| DecisionPoint Financial, LLC | 0.00% | No change | 4 | $298 |
| Seneschal Advisors, LLC | 0.00% | New | 4 | $293 |
| Key Financial Inc | 0.00% | New | 2 | $149 |
| Davis Capital Management | 0.00% | — | 2 | $146 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 1 | $106 |
| Palisade Asset Management, LLC | 0.00% | New | 1 | $74 |
| Activest Wealth Management | 0.00% | No change | 1 | $73 |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.