Affirm HoldingsAFRM

13F holders, Q4 2025 (December 31)
640holders +25
82new positions
88sold out
10famous investors
$74.19avg. 13F price*

At the end of Q4 2025, 640 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, up 25 from Q3 2025. 82 opened new positions and 88 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 Gavin Baker (2.2% of Atreides Management's portfolio), Stephen Mandel (2.1% of Lone Pine Capital's portfolio) and Daniel Sundheim (0.6% of D1 Capital Partners's portfolio).

Company
Affirm Holdings Inc.
CUSIP
00827B106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 382Q1 2024Q2 2024: 378Q2 2024Q3 2024: 426Q3 2024Q4 2024: 501Q4 2024Q1 2025: 490Q1 2025Q2 2025: 561Q2 2025Q3 2025: 615Q3 2025Q4 2025: 640Q4 2025Q1 2026: 593Q1 2026Q2 2026: 661Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions82$538.2M
Exits88$336.5M

All 13F filers, Q3 2025 → Q4 2025: 24,803,909 shares bought and 17,167,603 shares sold, net +7,636,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 640 holders

Vanguard Group Inc. 0.03% Add +1.8% 24,847,206 $1.8B
Capital Research Global Investors 0.32% Add +0.5% 23,145,942 $1.7B
Morgan Stanley 0.10% Add +0.2% 23,010,300 $1.7B
Capital World Investors 0.22% Add +2.4% 21,710,914 $1.6B
BlackRock, Inc. 0.02% Add +6.6% 18,873,925 $1.4B
FMR LLC 0.05% Add +11.7% 13,675,838 $1.0B
State Street Corp. 0.01% Add +3.6% 5,847,566 $435.2M
Geode Capital Management, LLC 0.03% Add +6.4% 5,501,387 $408.4M
Baillie Gifford & Co. 0.34% Reduce -7.0% 5,482,943 $408.1M
Marshall Wace, LLP 0.31% Reduce -3.0% 4,333,752 $322.6M
Invesco Ltd. 0.03% Reduce -6.0% 4,071,571 $303.0M
Lone Pine Capital 2.09% New 3,817,170 $284.1M
Norges Bank 0.03% — 3,788,266 $282.0M
Durable Capital Partners LP 2.59% Reduce -41.3% 3,681,173 $274.0M
Jericho Capital Asset Management L.P. 3.05% Add +7.5% 3,601,248 $268.0M
Lord, Abbett & Co. LLC 0.52% Add +36.5% 2,159,982 $160.8M
Bank of America Corp. 0.01% Reduce -4.9% 2,153,730 $160.3M
Foxhaven Asset Management, LP 3.50% Reduce -1.3% 1,906,882 $141.9M
JPMorgan Chase & Co. 0.01% Add +20.6% 1,855,883 $138.1M
1832 Asset Management L.P. 0.17% Reduce -23.8% 1,782,700 $132.7M
UBS Group AG 0.03% Reduce -3.8% 1,712,842 $127.5M
T. Rowe Price Associates Inc. 0.01% Add +154.2% 1,697,500 $126.3M
Northern Trust Corp. 0.02% Add +1.1% 1,647,608 $122.6M
Wellington Management Group LLP 0.02% Add +63.7% 1,504,709 $112.0M
Spyglass Capital Management LLC 5.38% Add +43.8% 1,443,580 $107.4M
Dimensional Fund Advisors LP 0.02% Add +5.8% 1,408,408 $104.9M
Franklin Resources Inc. 0.03% Add +69.4% 1,405,089 $104.6M
Charles Schwab Investment Management Inc. 0.02% Add +6.5% 1,396,929 $104.0M
Atreides Management 2.19% Add +566.1% 1,384,941 $103.1M
Qube Research & Technologies Ltd 0.14% Reduce -39.6% 1,295,987 $96.5M
Alliancebernstein L.P. 0.03% Add +10.1% 1,284,313 $95.6M
Allspring Global Investments Holdings, LLC 0.15% Add +1.0% 1,274,227 $94.3M
Goldman Sachs Group Inc. 0.01% Reduce -28.6% 1,231,231 $91.6M
Neuberger Berman Group LLC 0.06% Add +153.0% 1,104,068 $82.2M
Tremblant Capital Group 2.01% New 1,060,440 $78.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +11.7% 1,049,886 $78.1M
Bank of New York Mellon Corp 0.01% Add +1.0% 1,047,132 $77.9M
Gilder Gagnon Howe & Co. LLC 0.75% Reduce -2.2% 952,909 $70.9M
Leo Wealth, LLC 4.99% Reduce -0.0% 924,705 $68.8M
American Century Companies Inc. 0.03% Add +87.1% 908,435 $67.6M
Amundi 0.02% Add +64.2% 895,703 $66.7M
Westfield Capital Management Co. LP 0.26% Add +21.4% 851,834 $63.4M
D1 Capital Partners 0.57% No change 820,000 $61.0M
Artemis Investment Management LLP 0.71% Add +75.9% 793,941 $59.1M
ThornTree Capital Partners LP 9.56% Add +84.7% 767,754 $57.1M
Swiss National Bank 0.03% Reduce -3.9% 741,800 $55.2M
Capital Impact Advisors, LLC 4.26% Add +350.2% 731,252 $54.4M
Allen Operations LLC 6.72% No change 721,382 $53.7M
Ameriprise Financial Inc. 0.01% Add +334.8% 649,584 $48.3M
Nuveen, LLC 0.01% Reduce -29.6% 628,194 $46.8M
AustralianSuper Pty Ltd 0.22% New 622,756 $46.4M
Legal & General Group Plc 0.01% Add +25.4% 605,521 $45.1M
Quantinno Capital Management LP 0.09% Add +3.9% 590,954 $44.0M
Citigroup Inc. 0.03% Add +14.5% 578,081 $43.0M
Mane Global Capital Management LP 2.18% Add +7.0% 535,577 $39.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -0.1% 528,220 $39.3M
Pacific Heights Asset Management LLC 1.47% Add +19.3% 525,000 $39.1M
California Public Employees Retirement System 0.02% Add +5.5% 494,911 $36.8M
Capital International Investors 0.01% Reduce -0.3% 489,264 $36.4M
SG Americas Securities, LLC 0.05% Add +121.7% 475,141 $35.4M
BNP Paribas Financial Markets 0.02% Reduce -8.1% 471,683 $35.1M
Citadel Advisors 0.02% Reduce -41.2% 417,982 $31.1M
Glendon Capital Management LP 1.85% No change 417,100 $31.0M
Susquehanna International Group, LLP 0.04% Reduce -14.5% 416,612 $31.0M
Polar Capital Holdings Plc 0.14% Add +2.5% 411,776 $30.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +10.2% 411,681 $30.5M
Deutsche Bank AG 0.01% Add +8.5% 408,584 $30.4M
Schonfeld Strategic Advisors LLC 0.14% Add +212.3% 383,433 $28.5M
Sei Investments Co. 0.03% Add +108.5% 381,596 $28.4M
California State Teachers Retirement System 0.03% Reduce -1.5% 379,803 $28.3M
NZS Capital, LLC 0.82% Add +0.9% 360,091 $26.8M
12 West Capital Management LP 3.10% No change 350,000 $26.1M
First Trust Advisors LP 0.02% Reduce -41.4% 338,771 $25.2M
Islander Capital Partners, L.P. 10.95% — 326,355 $24.3M
Moore Capital Management, LP 0.51% Add +662.0% 323,872 $24.1M
Blair William & Co. 0.06% Reduce -0.1% 320,683 $23.9M
Rhumbline Advisers 0.02% Reduce -2.8% 315,881 $23.5M
Capital Fund Management S.A. 0.22% Add +174.1% 311,780 $23.2M
Royal Bank of Canada 0.00% Reduce -6.3% 294,200 $21.9M
Barclays PLC 0.01% Reduce -12.1% 267,628 $19.9M
Gillson Capital LP 1.29% Add +117.1% 265,072 $19.7M
Hudson Bay Capital Management LP 0.12% New 252,500 $18.8M
Bank of Montreal 0.01% Add +1089.9% 246,485 $18.3M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.6% 243,943 $18.2M
Allianz Asset Management GmbH 0.02% Reduce -1.6% 242,948 $18.1M
Envestnet Asset Management Inc. 0.01% Add +0.9% 237,176 $17.7M
Trexquant Investment LP 0.16% Add +71.7% 235,524 $17.5M
Allen Holding Inc. 1.63% No change 230,000 $17.1M
Steadview Capital Management LLC 3.19% Add +1612.1% 227,705 $16.9M
Balyasny Asset Management L.P. 0.03% Add +138.1% 227,143 $16.9M
Diversify Advisory Services, LLC 0.52% Add +0.6% 221,156 $16.5M
Driehaus Capital Management LLC 0.11% Reduce -31.1% 217,252 $16.2M
Dilation Capital Management LP 7.38% Add +20.2% 215,688 $16.1M
Wells Fargo & Company 0.00% Reduce -54.6% 213,905 $15.9M
Voya Investment Management LLC 0.02% Add +593.7% 197,904 $14.7M
Aviva PLC 0.02% Add +6.2% 196,808 $14.6M
Penserra Capital Management LLC 0.17% Reduce -14.6% 195,031 $14.5M
KBC Group NV 0.03% Add +979.6% 194,406 $14.5M
Science & Technology Partners, L.P. 3.91% New 188,100 $14.0M
Picton Mahoney Asset Management 0.15% Add +39.4% 185,978 $13.8M
Intercapital, LLC 7.02% — 179,762 $13.4M
Raymond James Financial Inc. 0.00% Add +17.3% 176,696 $13.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -4.0% 163,242 $12.2M
LPL Financial LLC 0.00% Reduce -5.4% 157,375 $11.7M
D. E. Shaw & Co. 0.01% Reduce -46.3% 155,540 $11.6M
Ogborne Capital Management, LLC 3.68% Reduce -62.5% 150,000 $11.2M
Abdiel Capital Advisors, LP 15.11% Reduce -85.0% 144,046 $10.7M
New York State Common Retirement Fund 0.01% Add +6.2% 143,415 $10.7M
Korea Investment CORP 0.02% Add +44.0% 140,254 $10.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +114.0% 139,083 $10.4M
Zacks Investment Management 0.08% Add +162.8% 138,574 $10.3M
Agf Management Ltd. 0.04% Reduce -2.9% 137,948 $10.3M
State of Wisconsin Investment Board 0.02% Reduce -17.5% 136,376 $10.2M
Teachers Retirement System of the State of Kentucky 0.08% Reduce -2.9% 135,852 $10.1M
Landscape Capital Management, L.L.C. 0.67% Reduce -11.8% 134,385 $10.0M
Woodson Capital Management, LP 1.49% New 130,000 $9.7M
Aquatic Capital Management LLC 0.27% Reduce -13.6% 128,711 $9.6M
Ilex Capital Partners (UK) LLP 0.27% New 128,675 $9.6M
Susquehanna Portfolio Strategies, LLC 0.15% No change 128,560 $9.6M
Catalyst Private Wealth, LLC 4.10% Reduce -2.0% 126,211 $9.4M
Elyxium Wealth, LLC 2.56% Add +6.8% 123,827 $9.2M
Gotham Asset Management 0.03% Reduce -1.8% 122,915 $9.1M
Allen Investment Management, LLC 0.10% No change 116,683 $8.7M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +7.4% 116,451 $8.7M
Police & Firemen's Retirement System of New Jersey 0.07% Reduce -2.1% 116,330 $8.7M
AQR Capital Management 0.00% Reduce -66.5% 115,670 $8.6M
Treasurer of the State of North Carolina 0.03% Reduce -4.5% 115,160 $8.6M
Optiver Holding B.V. 0.15% Reduce -22.5% 114,987 $8.6M
Walleye Capital LLC 0.05% Add +11.5% 114,090 $8.5M
Danske Bank A/S 0.02% Add +23.8% 113,900 $8.5M
Paloma Partners Management Co 6.66% Add +29.3% 110,002 $8.2M
PFA Pension, Forsikringsaktieselskab 0.02% — 106,844 $8.1M
Jain Global LLC 0.08% Add +63.6% 108,366 $8.1M
Pictet Asset Management Holding SA 0.01% Add +10.1% 106,793 $7.9M
Omega Financial Group, LLC 2.57% Reduce -1.9% 103,627 $7.7M
a16z Perennial Management, L.P. 0.61% Add +678.4% 103,220 $7.7M
Asset Management One Co., Ltd. 0.02% Add +0.4% 101,420 $7.7M
Great Lakes Advisors, LLC 0.06% Reduce -28.2% 102,370 $7.6M
KLP Kapitalforvaltning As 0.03% No change 98,700 $7.3M
Russell Investments Group, Ltd. 0.01% Add +8.6% 97,531 $7.3M
Victory Capital Management Inc. 0.00% Add +15.2% 95,986 $7.1M
State of New Jersey Common Pension Fund D 0.03% Reduce -0.8% 94,804 $7.1M
Verition Fund Management LLC 0.04% Reduce -55.4% 93,923 $7.0M
Lansforsakringar Fondforvaltning AB (publ) 0.03% New 89,095 $6.6M
HSBC Holdings PLC 0.00% Reduce -8.7% 88,341 $6.6M
Q Fund Management (Hong Kong) Ltd 6.02% New 86,200 $6.4M
Jefferies Financial Group Inc. 0.05% Reduce -49.7% 86,140 $6.4M
RJA Asset Management LLC 2.25% No change 85,500 $6.4M
Maytus Capital Management, LLC 1.50% Add +19.7% 85,000 $6.3M
Public Employees Retirement System of Ohio 0.02% Reduce -1.3% 82,729 $6.2M
WINTON GROUP Ltd 0.21% New 82,304 $6.1M
Nomura Asset Management Co. Ltd. 0.02% No change 80,120 $6.0M
Ensign Peak Advisors, Inc 0.01% Add +13.6% 77,180 $5.7M
Resona Asset Management Co.,Ltd. 0.03% Reduce -7.0% 76,300 $5.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +24.5% 75,555 $5.7M
Nomura Asset Management International Inc. 0.01% — 75,609 $5.6M
Faithward Advisors, LLC 0.82% Add +2.7% 75,311 $5.6M
BI Asset Management Fondsmaeglerselskab A/S 0.05% New 74,614 $5.6M
Arizona State Retirement System 0.03% Reduce -7.1% 74,327 $5.5M
Handelsbanken Fonder AB 0.02% Add +7.4% 72,200 $5.4M
Andra AP-fonden 0.07% Reduce -36.6% 72,000 $5.4M
Alberta Investment Management Corp 0.04% New 70,900 $5.3M
Forsta Ap-Fonden 0.03% Reduce -24.6% 70,300 $5.2M
Robeco Institutional Asset Management B.V. 0.01% New 70,000 $5.2M
Ballentine Partners, LLC 0.07% Reduce -2.4% 69,765 $5.2M
Liberty Mutual Group Asset Management Inc. 0.49% No change 69,374 $5.2M
G2 Investment Partners Management LLC 1.19% Reduce -44.5% 66,892 $5.0M
Maverick Capital 0.05% Add +37.2% 66,024 $4.9M
Capelight Capital Asset Management LP 5.06% — 66,000 $4.9M
Clear Street Group Inc. 0.02% Add +42.4% 63,478 $4.7M
Ardmore Road Asset Management LP 0.36% Reduce -68.4% 63,186 $4.7M
Two Sigma Investments, LP 0.01% No change 62,069 $4.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -0.2% 62,000 $4.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +448.2% 61,236 $4.6M
Sumitomo Life Insurance Co. 0.12% New 61,100 $4.5M
Dark Forest Capital Management LP 0.21% Add +307.8% 60,668 $4.5M
Truist Financial Corp. 0.01% Add +34.9% 59,825 $4.5M
Cetera Investment Advisers 0.00% Reduce -4.3% 59,486 $4.4M
Osaic Holdings, Inc. 0.01% Reduce -21.4% 59,293 $4.4M
Osmosis Investment Management UK Ltd 0.11% — 56,803 $4.2M
NLB Skladi, upravljanje premozenja, d.o.o. 0.19% — 55,974 $4.2M
Liontrust Investment Partners LLP 0.06% Reduce -1.2% 54,743 $4.1M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.2% 52,441 $3.9M
Baird Financial Group, Inc. 0.01% Add +11.5% 51,794 $3.9M
IFM Investors Pty Ltd 0.03% Add +0.3% 50,811 $3.8M
DNB Asset Management AS 0.01% No change 50,782 $3.8M
Toronto Dominion Bank 0.01% Add +15.9% 48,936 $3.6M
Millennium Management 0.00% Reduce -84.3% 48,735 $3.6M
SBI Securities Co., Ltd. 0.09% Add +83.4% 48,504 $3.6M
Neo Ivy Capital Management 0.56% Add +12.1% 48,042 $3.6M
Compound Planning, Inc. 0.11% Reduce -3.4% 47,992 $3.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +24.6% 47,934 $3.6M
Xponance LLC 0.03% Add +5.0% 47,223 $3.5M
TD Asset Management Inc 0.00% Add +5.7% 47,016 $3.5M
Osterweis Capital Management Inc. 0.20% Reduce -27.3% 46,209 $3.4M
Panoramic Capital, LLC 1.93% Reduce -22.0% 45,377 $3.4M
Twin Tree Management, LP 0.34% Reduce -56.0% 45,143 $3.4M
Militia Capital Partners, LP 1.23% Add +292.4% 43,943 $3.3M
Mount Vernon Associates Inc. 2.15% Add +0.5% 42,925 $3.2M
Caisse de depot et placement du Quebec 0.01% Add +137.9% 41,500 $3.1M
Mariner, LLC 0.00% Reduce -33.8% 40,365 $3.0M
Nisa Investment Advisors, LLC 0.01% Add +6.6% 40,192 $3.0M
Ameliora Wealth Management Ltd. 0.91% New 40,000 $3.0M
Storebrand Asset Management As 0.01% Add +9.7% 39,805 $3.0M
Jane Street Group, LLC 0.00% Reduce -94.1% 39,775 $3.0M
Polar Asset Management Partners Inc. 0.07% Reduce -57.9% 38,750 $2.9M
J. Safra Sarasin Holding AG 0.05% New 37,724 $2.9M
Jasper Ridge Partners, L.P. 0.06% No change 38,086 $2.8M
Group One Trading LLC 0.08% Reduce -49.5% 37,846 $2.8M
Vanguard Personalized Indexing Management, LLC 0.03% Add +1.9% 35,887 $2.7M
Employees Retirement System of Texas 0.03% No change 35,771 $2.7M
Silvant Capital Management LLC 0.09% Add +19.1% 35,570 $2.6M
Brevan Howard Capital Management LP 0.05% Add +0.4% 35,000 $2.6M
Readystate Asset Management LP 0.20% New 34,647 $2.6M
Nissay Asset Management Corp. /Japan 0.01% Add +2.0% 34,321 $2.6M
Element Squared LLC 1.36% Add +68.4% 33,664 $2.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 33,550 $2.5M
Evolutionary Tree Capital Management, LLC 2.88% Reduce -2.5% 33,313 $2.5M
Polen Capital Management LLC 0.01% Reduce -0.4% 32,969 $2.5M
Independent Financial Group, LLC 0.05% Add +30.2% 32,752 $2.4M
Creative Planning 0.00% Add +15.2% 32,645 $2.4M
Capula Management Ltd 0.02% Add +112.3% 32,541 $2.4M
Mercer Global Advisors Inc. 0.00% Add +2.1% 32,616 $2.4M
Flagship Harbor Advisors, LLC 0.11% Reduce -6.4% 30,844 $2.3M
Boothbay Fund Management, LLC 0.06% Add +31.3% 30,647 $2.3M
OP Asset Management Ltd 0.03% Reduce -23.2% 30,328 $2.3M
Belpointe Asset Management LLC 0.08% Add +18.7% 29,693 $2.2M
Wakefield Asset Management LLLP 0.58% Reduce -2.1% 28,819 $2.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% — 28,730 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +48.1% 28,722 $2.1M
Blueshift Asset Management, LLC 0.60% Add +5.9% 27,859 $2.1M
Nordea Investment Management AB 0.00% Add +17.6% 27,470 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -30.9% 27,680 $2.1M
Daiwa Securities Group Inc. 0.01% Reduce -5.1% 27,675 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -4.1% 27,600 $2.1M
Y-Intercept (Hong Kong) Ltd 0.05% New 27,530 $2.0M
Fieldview Capital Management, LLC 0.35% New 27,466 $2.0M
Catalyst Funds Management Pty Ltd 0.47% No change 27,100 $2.0M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +110.0% 26,714 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 26,603 $2.0M
Parallax Volatility Advisers, L.P. 0.07% Reduce -70.2% 26,571 $2.0M
Captrust Financial Advisors 0.00% Reduce -8.2% 26,367 $2.0M
HighTower Advisors, LLC 0.00% Reduce -12.8% 25,962 $1.9M
XTX Topco Ltd 0.05% New 25,919 $1.9M
Integris Wealth Management, LLC 0.44% Add +16.2% 25,857 $1.9M
Squarepoint Ops LLC 0.00% Add +2.4% 25,508 $1.9M
Dockside LLC 0.48% — 25,067 $1.9M
Thrivent Financial for Lutherans 0.00% Add +0.1% 24,701 $1.9M
STRS Ohio 0.01% Add +85.5% 24,884 $1.9M
GF Fund Management Co. LTD. 0.03% No change 24,491 $1.8M
MML Investors Services, LLC 0.00% Add +24.9% 24,230 $1.8M
Investment Management Corp of Ontario 0.02% Add +89.3% 23,883 $1.8M
Public Employees Retirement Association of Colorado 0.01% No change 23,329 $1.7M
NewEdge Advisors, LLC 0.01% Reduce -32.1% 23,246 $1.7M
Simplicity Wealth,LLC 0.10% Reduce -21.0% 22,930 $1.7M
Janus Henderson Group PLC 0.00% Reduce -44.0% 22,800 $1.7M
Credit Agricole S A 0.00% Reduce -27.3% 22,774 $1.7M
Nicholas Hoffman & Company, LLC. 0.04% New 22,571 $1.7M
Nomura Holdings Inc. 0.00% Reduce -3.0% 22,302 $1.7M
Swiss Life Asset Management Ltd 0.01% Add +1.1% 22,296 $1.7M
US Bancorp \de 0.00% Add +9.3% 22,192 $1.7M
M&T Bank Corp 0.01% Add +15.0% 21,951 $1.6M
Eurizon Capital SGR S.p.A. 0.01% — 21,656 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -2.3% 21,032 $1.6M
Ardsley Advisory Partners LP 0.20% Add +5.0% 21,000 $1.6M
Amalgamated Bank 0.01% Add +13.5% 20,794 $1.5M
World Investment Advisors 0.03% Add +6.3% 20,588 $1.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.09% Add +122.1% 20,486 $1.5M
Summit Trail Advisors, LLC 0.03% Add +5.1% 20,400 $1.5M
Los Angeles Capital Management LLC 0.01% Add +15.3% 21,419 $1.5M
Allstate Corp. 0.02% Add +108.4% 19,740 $1.5M
Mission Wealth Management, LP 0.03% Add +0.0% 19,521 $1.5M
Corient Private Wealth LP 0.00% Add +11.9% 19,064 $1.4M
AG2R La Mondiale Gestion D'actifs 0.06% New 18,484 $1.4M
Prelude Capital Management, LLC 0.10% Add +338.7% 18,400 $1.4M
Jones Financial Companies LLLP 0.00% Add +66.0% 18,373 $1.4M
Vontobel Holding Ltd. 0.00% Add +27.5% 18,130 $1.3M
Gateway Investment Advisers LLC 0.01% No change 18,000 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +142.1% 17,623 $1.3M
Gladstone Institutional Advisory LLC 0.05% Reduce -15.8% 17,859 $1.3M
Cerity Partners LLC 0.00% Reduce -11.9% 17,782 $1.3M
Shelton Wealth Management, LLC 0.57% New 17,675 $1.3M
Cim Investment Management Inc. 0.34% No change 17,631 $1.3M
Candriam S.C.A. 0.01% New 17,526 $1.3M
Mgo One Seven LLC 0.03% Add +0.5% 17,479 $1.3M
Oppenheimer Asset Management Inc. 0.02% Add +43.3% 17,435 $1.3M
Dynamic Technology Lab Private Ltd 0.28% Add +0.3% 16,640 $1.2M
Rakuten Securities, Inc. 0.40% Add +1.3% 16,622 $1.2M
Savant Capital, LLC 0.01% Add +1.0% 16,481 $1.2M
Mackenzie Financial Corp. 0.00% Reduce -0.4% 15,930 $1.2M
Vident Advisory, LLC 0.01% Add +3.7% 15,874 $1.2M
RFG Advisory, LLC 0.02% Add +13.6% 15,815 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +53.2% 15,503 $1.2M
Bank of Nova Scotia 0.00% Add +45.5% 15,443 $1.1M
Fairvoy Private Wealth, LLC 0.26% Reduce -8.0% 15,372 $1.1M
BloombergSen Inc. 0.12% New 15,292 $1.1M
Independent Advisor Alliance 0.03% Reduce -15.3% 15,040 $1.1M
Utah Retirement Systems 0.01% Add +2.8% 14,580 $1.1M
BIT Capital GmbH 0.05% Reduce -93.9% 14,482 $1.1M
New York State Teachers Retirement System 0.00% New 14,369 $1.1M
Manufacturers Life Insurance Company, The 0.00% Add +3.3% 14,121 $1.1M
&partners 0.01% New 14,023 $1.0M
Pacific Sage Partners, LLC 0.17% New 14,000 $1.0M
Alta Wealth Advisors LLC 0.34% Reduce -1.3% 13,763 $1.0M
Baker Avenue Asset Management, LP 0.02% Reduce -0.3% 13,656 $1.0M
Maryland State Retirement & Pension System 0.02% No change 13,650 $1.0M
CSS LLC 0.17% No change 13,540 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +23.8% 13,507 $1.0M
Gulf International Bank (UK) Ltd 0.03% No change 13,342 $993K
Empowered Funds, LLC 0.02% Add +25.7% 13,308 $991K
Myecfo, LLC 0.42% Add +5.8% 13,274 $988K
Royal Fund Management, LLC 0.09% New 13,244 $986K
Capstone Capital Management Ltd 0.95% — 13,241 $986K
HighVista Strategies LLC 0.25% Add +4.7% 13,086 $974K
Caprock Group, LLC 0.02% Reduce -0.6% 12,746 $949K
Cresset Asset Management, LLC 0.00% Add +0.0% 12,619 $939K
F&V Capital Management, LLC 0.20% Add +4.3% 12,476 $929K
MetLife Investment Management, LLC 0.00% Add +2.9% 12,380 $921K
HB Wealth Management, LLC 0.01% Reduce -0.9% 12,367 $920K
Lazard Asset Management LLC 0.00% Add +31.4% 12,353 $919K
CIBC Asset Management Inc 0.00% Add +51.4% 12,257 $912K
Fortis Capital Advisors, LLC 0.13% Add +65.8% 12,210 $909K
Natixis Advisors, LLC 0.00% Reduce -21.6% 12,114 $902K
Mason & Associates Inc 0.17% No change 12,117 $902K
GAMCO Investors 0.01% No change 12,000 $893K
Stifel Financial Corp. 0.00% Add +12.5% 11,870 $883K
Bluebird Wealth Management LLC 0.81% — 11,681 $869K
Rakuten Investment Management, Inc. 0.00% Reduce -88.0% 11,466 $866K
BBR Partners, LLC 0.05% No change 11,366 $846K
Cambridge Investment Research Advisors, Inc. 0.00% Add +34.1% 11,321 $843K
Wedmont Private Capital 0.03% Add +10.4% 10,093 $838K
Royal London Asset Management Ltd. 0.00% Add +12.9% 11,029 $821K
PCM Encore, LLC 0.17% — 11,025 $821K
Macquarie Group Ltd. 0.00% Reduce -23.1% 10,841 $807K
Paragon Capital Management Ltd 0.16% No change 10,770 $802K
Orion Porfolio Solutions, LLC 0.01% Add +11.2% 10,661 $793K
Abn Amro Investment Solutions 0.01% New 10,553 $785K
Federation des caisses Desjardins du Quebec 0.00% Reduce -4.5% 10,256 $763K
Prudential Financial Inc. 0.00% Reduce -44.0% 10,035 $761K
Toth Financial Advisory Corp. 0.08% No change 10,200 $759K
PNC Financial Services Group, Inc. 0.00% Add +27.9% 10,186 $758K
Assetmark, Inc. 0.00% Add +2876.0% 10,059 $749K
Odyssean, LLC 0.54% — 10,026 $746K
Gunderson Capital Management LLC 0.34% Reduce -72.5% 10,006 $745K
Evergreen Capital Management LLC 0.02% Add +306.0% 9,676 $720K
North Dakota State Investment Board 0.03% — 9,447 $703K
Cibc World Markets Corp. 0.00% — 9,392 $699K
QRG Capital Management, Inc. 0.01% Add +5.3% 9,344 $695K
Laurion Capital Management LP 0.05% New 9,264 $690K
J.Safra Asset Management Corp 0.04% Add +19.5% 9,139 $680K
Teacher Retirement System of Texas 0.00% Reduce -74.5% 8,936 $665K
Man Group plc 0.00% Reduce -98.0% 8,924 $664K
TD Waterhouse Canada Inc. 0.00% Add +4.2% 8,902 $662K
Cravens & Co Advisors, LLC 0.43% Add +0.5% 8,695 $661K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -45.2% 8,863 $660K
Lighthouse Investment Partners, LLC 0.02% New 8,820 $656K
Northwest & Ethical Investments L.P. 0.01% Add +8.2% 8,425 $639K
Nicholas Investment Partners, LP 0.05% Add +127.9% 8,495 $632K
United Capital Financial Advisors, LLC 0.00% Add +10.0% 8,320 $619K
Central Pacific Bank - Trust Division 0.08% Reduce -4.0% 8,274 $616K
Geneos Wealth Management Inc. 0.01% Add +22.2% 8,256 $614K
Jennison Associates LLC 0.00% Add +21.0% 8,151 $607K
Ellevest, Inc. 0.08% Reduce -2.3% 8,053 $599K
Schroder Investment Management Group 0.00% Reduce -1.6% 8,028 $598K
Cannon Global Investment Management, LLC 1.59% New 8,000 $595K
GraniteShares Advisors LLC 0.36% Add +25.4% 7,905 $588K
Institute for Wealth Management, LLC. 0.06% Reduce -0.6% 7,810 $581K
Sterling Capital Management LLC 0.01% Add +11.6% 7,774 $579K
Engineers Gate Manager LP 0.01% Reduce -36.8% 7,626 $568K
Kestra Private Wealth Services, LLC 0.01% Add +10.3% 7,549 $562K
Vestmark Advisory Solutions, Inc. 0.01% New 7,412 $552K
Praxis Investment Management Inc. 0.03% No change 7,230 $538K
Apollon Wealth Management, LLC 0.01% Add +13.8% 7,211 $537K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -37.8% 6,511 $536K
Park Avenue Securities LLC 0.00% Reduce -1.6% 7,162 $533K
White Lighthouse Investment Management Inc. 0.07% Add +21.9% 7,111 $529K
Aspire Capital Advisors LLC 0.12% Add +18.8% 7,107 $529K
Atria Investments, Inc 0.01% Add +48.0% 7,088 $528K
Shearwater Capital LLC 0.30% No change 7,000 $521K
Leonteq Securities AG 0.03% Add +14.5% 6,947 $517K
Swedbank AB 0.00% No change 6,928 $516K
Quadcap Wealth Management, LLC 0.06% Reduce -1.1% 6,853 $510K
Principal Financial Group Inc. 0.00% Reduce -24.9% 6,782 $505K
Ashford Capital Management Inc. 0.06% Reduce -71.3% 6,775 $504K
SeaCrest Wealth Management, LLC 0.05% Reduce -0.7% 6,017 $500K
Chicago Partners Investment Group LLC 0.01% Reduce -8.1% 6,966 $498K
Oder Investment Management, LLC 0.36% Reduce -5.2% 6,665 $496K
Lecap Asset Management Ltd. 0.20% Reduce -46.0% 6,657 $495K
PMC FIG Opportunities LLC 0.77% New 6,548 $487K
Emerald Mutual Fund Advisers Trust 0.02% No change 6,520 $485K
Focus Partners Wealth 0.00% Reduce -17.0% 6,466 $481K
Two Sigma Securities, LLC 0.07% New 6,458 $481K
Meeder Advisory Services, Inc. 0.02% Add +8.8% 6,448 $480K
Ieq Capital, LLC 0.00% Reduce -89.7% 6,410 $477K
Biltmore Family Office, LLC 0.07% Add +0.8% 6,380 $475K
Rhodes Investment Advisors Inc. 0.38% — 6,237 $464K
Gsa Capital Partners LLP 0.04% Reduce -69.8% 6,234 $464K
Huntleigh Advisors, Inc. 0.08% Add +5.0% 6,183 $460K
Tower Research Capital LLC (TRC) 0.01% Add +2166.0% 6,073 $452K
Steward Partners Investment Advisory, LLC 0.00% Add +58.8% 6,039 $449K
Wealthfront Advisers LLC 0.00% Add +16.0% 5,976 $445K
Private Advisor Group, LLC 0.00% Reduce -25.6% 5,932 $442K
Comerica Bank 0.00% Reduce -97.5% 5,819 $433K
National Bank of Canada 0.00% Add +60.0% 5,728 $426K
Choreo, LLC 0.01% Add +2.3% 5,587 $424K
Signaturefd, LLC 0.01% Add +11.7% 5,633 $419K
Choate Investment Advisors 0.01% No change 5,552 $413K
Vestcor Inc 0.01% Add +3.1% 5,506 $410K
Kera Capital Partners, Inc. 0.05% Add +3.0% 6,785 $409K
Plato Investment Management Ltd 0.03% No change 5,440 $407K
Forum Financial Management, LP 0.01% Add +20.3% 5,438 $405K
GC Wealth Management RIA, LLC 0.01% Reduce -63.0% 5,416 $403K
Vinva Investment Management Ltd 0.01% Reduce -74.8% 5,247 $398K
GAMMA Investing LLC 0.02% Add +10.1% 5,340 $397K
Daiichi Life Insurance Co., Ltd. 0.01% New 5,190 $386K
Yarbrough Capital, LLC 0.01% New 5,034 $375K
Avior Wealth Management, LLC 0.01% Add +2.1% 5,013 $373K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +5.3% 5,008 $373K
AlphaQuest LLC 0.02% Add +75.4% 4,996 $372K
Woodline Partners LP 0.00% New 4,988 $371K
Holistic Financial Partners 0.13% Reduce -10.3% 4,933 $367K
Andina Capital Management, LLC 0.22% No change 4,926 $367K
Tidal Investments LLC 0.00% Reduce -99.3% 4,861 $362K
Prudential PLC 0.00% No change 4,858 $362K
Ares Systematic Credit Ltd 1.37% — 4,752 $354K
Diversified Trust Co. 0.01% Add +1.0% 4,701 $350K
Callan Family Office, LLC 0.01% Add +4.1% 4,637 $345K
Quantitative Investment Management, LLC 0.03% New 4,647 $345K
UniSuper Management Pty Ltd 0.00% No change 4,600 $342K
Vise Technologies, Inc. 0.01% Add +9.1% 4,596 $342K
Commerce Bank 0.00% Add +0.7% 4,298 $320K
Lido Advisors, LLC 0.00% Add +15.0% 4,295 $315K
Foundations Investment Advisors, LLC 0.00% Reduce -0.9% 4,222 $314K
Versant Capital Management, Inc 0.04% Reduce -0.6% 4,211 $313K
TCW Group Inc. 0.00% New 4,207 $313K
SLT Holdings LLC 0.21% No change 4,205 $313K
Aaron Wealth Advisors LLC 0.02% Reduce -2.7% 4,148 $309K
Ritholtz Wealth Management 0.01% Add +0.3% 4,121 $307K
Cwm, LLC 0.00% Reduce -68.8% 4,074 $303K
Arista Wealth Management, LLC 0.04% New 4,018 $299K
Parallel Advisors, LLC 0.01% Reduce -1.1% 4,017 $299K
Farther Finance Advisors, LLC 0.00% Add +172.9% 4,015 $299K
IFP Advisors, Inc 0.01% Reduce -18.4% 3,961 $295K
Siemens Fonds Invest GmbH 0.02% No change 3,734 $283K
Western Wealth Management, LLC 0.01% Reduce -2.4% 3,805 $283K
CreativeOne Wealth, LLC 0.01% Reduce -40.7% 3,768 $280K
Sanctuary Advisors, LLC 0.00% Add +13.6% 3,710 $276K
Bayforest Capital Ltd 0.20% Add +100.7% 3,662 $273K
Brooklyn Investment Group 0.01% New 3,591 $271K
Frank, Rimerman Advisors LLC 0.02% Reduce -0.4% 3,614 $269K
Ethic Inc. 0.00% Add +12.6% 3,564 $265K
Vantage Financial Partners, LLC 0.05% New 3,527 $263K
Ancora Advisors LLC 0.01% Reduce -0.0% 3,500 $261K
Yousif Capital Management, LLC 0.00% Add +11.3% 3,608 $257K
Norden Group LLC 0.03% Add +22.9% 3,444 $256K
Kestra Advisory Services, LLC 0.00% Add +5.3% 3,441 $256K
Arax Advisory Partners 0.01% Reduce -70.9% 3,379 $251K
MAI Capital Management 0.00% Add +0.1% 3,362 $250K
Rareview Capital LLC 0.16% No change 3,541 $245K
PFG Investments, LLC 0.01% Reduce -8.4% 3,285 $245K
Prime Capital Investment Advisors, LLC 0.00% Reduce -30.0% 3,283 $244K
Congress Park Capital LLC 0.07% No change 3,250 $242K
Advisors Asset Management, Inc. 0.00% Add +16.6% 3,181 $237K
Personal Cfo Solutions, LLC 0.04% Reduce -5.6% 3,166 $236K
Advisory Services Network, LLC 0.00% Add +17.1% 3,116 $232K
Savvy Advisors, Inc. 0.01% Reduce -9.2% 3,095 $230K
HighPoint Advisor Group LLC 0.01% Reduce -6.0% 3,080 $229K
OpenArc Corporate Advisory, LLC 0.00% — 3,072 $229K
Ossiam 0.00% Reduce -39.3% 3,031 $226K
Intellectus Partners, LLC 0.04% Reduce -29.7% 2,986 $222K
Leigh Baldwin & Co., LLC 0.14% Add +0.3% 2,903 $216K
USA Financial Formulas 0.04% New 2,886 $215K
Envestnet Portfolio Solutions, Inc. 0.00% New 2,883 $215K
Freestone Capital Holdings, LLC 0.01% Add +0.7% 2,878 $214K
Coldstream Capital Management Inc. 0.00% Reduce -19.6% 2,831 $211K
PFG Advisors 0.01% New 2,818 $210K
EverSource Wealth Advisors, LLC 0.01% Reduce -12.5% 2,796 $208K
DRW Securities, LLC 0.02% Reduce -86.4% 2,782 $207K
Metis Global Partners, LLC 0.00% Reduce -8.0% 2,774 $206K
Childress Capital Advisors, LLC 0.03% New 2,721 $203K
PDT Partners, LLC 0.01% New 2,709 $202K
Paradigm Asset Management Co. LLC 0.05% Reduce -6.9% 2,700 $201K
Spire Wealth Management 0.01% Add +0.9% 2,681 $200K
Global Retirement Partners, LLC 0.00% Add +118.5% 2,618 $195K
Pinnacle Wealth Planning Services, Inc. 0.02% New 2,605 $194K
Smartleaf Asset Management LLC 0.01% Add +51.0% 2,416 $183K
Persistent Asset Partners Ltd 0.08% New 2,339 $174K
ASR Vermogensbeheer N.V. 0.00% New 2,315 $172K
NFSG Corp 0.03% No change 2,297 $171K
AdvisorNet Financial, Inc 0.01% Reduce -59.9% 2,010 $150K
SageView Advisory Group, LLC 0.00% New 1,933 $144K
E. Ohman J:or Asset Management AB 0.00% New 1,932 $144K
Twin Lakes Capital Management, LLC 0.06% No change 1,811 $135K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,800 $134K
Torren Management, LLC 0.06% — 1,671 $124K
Raleigh Capital Management Inc. 0.04% New 1,635 $122K
Transamerica Financial Advisors, LLC 0.01% Add +5848.1% 1,606 $120K
Acadian Asset Management LLC 0.00% Reduce -71.2% 1,401 $104K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% New 1,314 $98K
Westside Investment Management, Inc. 0.01% No change 1,250 $93K
Ostrum Asset Management 0.00% Reduce -24.9% 1,182 $88K
Cullen/Frost Bankers, Inc. 0.00% Reduce -41.0% 1,004 $75K
Valley National Advisers Inc. 0.01% Add +0.6% 983 $73K
Allworth Financial LP 0.00% Reduce -26.6% 898 $67K
Sound Income Strategies, LLC 0.00% No change 853 $64K
Global Wealth Strategies & Associates 0.02% No change 814 $61K
UMB Bank, n.a. 0.00% Add +36.6% 783 $58K
CIBC Private Wealth Group LLC 0.00% Reduce -1.6% 775 $58K
Vestor Capital, LLC 0.00% Add +378.4% 769,364 $55K
Hollencrest Capital Management 0.00% New 700 $52K
Osbon Capital Management LLC 0.05% — 661 $49K
Blue Trust, Inc. 0.00% Reduce -32.0% 602 $45K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +200.0% 600 $45K
Y.D. More Investments Ltd 0.00% Reduce -49.2% 596 $44K
Blume Capital Management, Inc. 0.01% Add +16.5% 530 $39K
Quent Capital, LLC 0.00% Reduce -9.3% 529 $39K
Fifth Third Bancorp 0.00% Add +63.6% 522 $39K
Bogart Wealth, LLC 0.00% Add +2380.9% 521 $39K
Quadrant Capital Group LLC 0.00% Reduce -35.1% 520 $39K
Harbour Investments, Inc. 0.00% Add +41.4% 502 $37K
Bessemer Group Inc. 0.00% No change 494 $37K
Capital Advisors, Ltd. LLC 0.00% No change 485 $36K
Strive Financial Group ,LLC 0.02% — 450 $33K
Noble Wealth Management PBC 0.02% No change 450 $33K
CoreCap Advisors, LLC 0.00% Add +431.3% 441 $33K
Root Financial Partners, LLC 0.00% Add +56.7% 434 $32K
Triumph Capital Management 0.01% New 428 $32K
Copia Wealth Management 0.02% Add +3.2% 415 $31K
SWAN Capital LLC 0.01% No change 400 $30K
SouthState Bank Corp 0.00% Reduce -24.0% 377 $28K
Garden State Investment Advisory Services LLC 0.01% New 354 $26K
Greenline Wealth Management LLC 0.03% — 347 $26K
Basecamp Wealth Advisors LLC 0.00% — 307 $23K
Larson Financial Group LLC 0.00% Reduce -45.1% 274 $20K
McGuire Capital Advisors Inc. 0.01% — 269 $20K
Reflection Asset Management 0.01% — 260 $19K
Holos Integrated Wealth LLC 0.01% No change 259 $19K
FIL Ltd 0.00% Reduce -99.0% 254 $19K
HM Payson & Co. 0.00% Add +55.2% 253 $19K
Private Wealth Management Group, LLC 0.01% Reduce -0.4% 252 $19K
Fortitude Family Office, LLC 0.00% Add +5.5% 250 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Add +28.5% 239 $18K
Covestor Ltd 0.01% No change 228 $17K
Zions Bancorporation, National Association 0.00% New 202 $15K
Tacita Capital Inc 0.01% No change 200 $15K
Raiffeisen Bank International AG 0.00% New 195 $15K
Aspect Partners, LLC 0.01% Add +81.0% 172 $13K
Manchester Capital Management LLC 0.00% Reduce -91.8% 171 $13K
Sachetta, LLC 0.01% No change 169 $13K
JDM Financial Group LLC 0.00% No change 167 $12K
Salomon & Ludwin, LLC 0.00% Add +75.9% 153 $12K
Armstrong Advisory Group, Inc. 0.00% Reduce -37.7% 165 $12K
Elequin Capital, LP 0.00% New 158 $12K
Purpose Unlimited Inc. 0.00% — 158 $12K
Brown Brothers Harriman & Co. 0.00% No change 157 $12K
JFS Wealth Advisors, LLC 0.00% Add +55.8% 134 $10K
Rialto Wealth Management, LLC 0.00% Add +1785.7% 132 $10K
Bruce G. Allen Investments, LLC 0.01% No change 123 $9K
Vision Retirement, LLC 0.00% — 123 $9K
Keating Financial Advisory Services, Inc. 0.00% — 123 $9K
Hantz Financial Services, Inc. 0.00% No change 115 $9K
LRI Investments, LLC 0.00% No change 115 $9K
Clearstead Advisors, LLC 0.00% Add +230.3% 109 $8K
TD Private Client Wealth LLC 0.00% Reduce -9.5% 105 $8K
Bayban 0.01% — 100 $7K
Tower View Wealth Management LLC 0.00% No change 100 $7K
Bfsg, LLC 0.00% No change 100 $7K
Bell Investment Advisors, Inc 0.00% Add +8.0% 95 $7K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -22.5% 93 $7K
CVA Family Office, LLC 0.00% Add +114.3% 90 $7K
Abound Financial, LLC 0.00% New 85 $6K
Rachor Investment Advisory Services, LLC 0.00% — 74 $6K
Meeder Asset Management Inc. 0.00% No change 68 $5K
Truvestments Capital LLC 0.00% New 64 $5K
True Wealth Design, LLC 0.00% Reduce -76.0% 64 $5K
Parkside Financial Bank & Trust 0.00% Add +427.3% 58 $4K
Quarry LP 0.00% New 58 $4K
City State Bank 0.00% No change 55 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 55 $4K
Atlantic Union Bankshares Corp 0.00% New 52 $4K
Huntington National Bank 0.00% Reduce -57.5% 48 $4K
Signature Equity Partners, LLC 0.00% — 44 $3K
Cromwell Holdings LLC 0.00% No change 44 $3K
Retirement Wealth Solutions LLC 0.00% Add +26.5% 43 $3K
Wealth Watch Advisors, INC 0.00% New 41 $3K
SOA Wealth Advisors, LLC. 0.00% No change 41 $3K
Lanark Financial, Inc. 0.00% Reduce -23.1% 40 $3K
Rothschild Investment LLC 0.00% Add +28.6% 36 $3K
SJS Investment Consulting Inc. 0.00% Add +169.2% 35 $3K
IMA Advisory Services, Inc. 0.00% New 34 $3K
Rossby Financial, LCC 0.00% New 33 $2K
Physician Wealth Advisors, Inc. 0.00% No change 31 $2K
POM Investment Strategies, LLC 0.00% New 31 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +11.5% 29 $2K
First Horizon Corp. 0.00% New 27 $2K
Cornerstone Planning Group LLC 0.00% Reduce -86.9% 29 $2K
Ankerstar Wealth, LLC 0.00% — 25 $2K
WPG Advisers, LLC 0.00% No change 25 $2K
Elevation Wealth Partners, LLC 0.00% New 24 $2K
Dogwood Wealth Management LLC 0.00% Add +242.9% 24 $2K
Hilton Head Capital Partners, LLC 0.00% — 23 $2K
Hughes Financial Services, LLC 0.00% No change 23 $2K
Asset Dedication, LLC 0.00% No change 22 $2K
Clearstead Trust, LLC 0.00% No change 21 $2K
Beaird Harris Wealth Management, LLC 0.00% Add +1800.0% 19 $1K
PayPay Securities Corp 0.04% Reduce -52.8% 17 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +112.5% 17 $1K
Raffa Wealth Management, LLC 0.00% Add +100.0% 16 $1K
Tradewinds Capital Management, LLC 0.00% No change 15 $1K
Vermillion & White Wealth Management Group, LLC 0.00% New 15 $1K
Steigerwald, Gordon & Koch Inc. 0.00% New 15 $1K
Heritage Wealth Advisors 0.00% No change 15 $1K
SHP Wealth Management 0.00% — 14 $1K
1015 Capital Partners, LLC 0.00% — 14 $1K
Avion Wealth 0.00% Reduce -10.7% 25 $1K
Essential Partners LLC 0.00% Reduce -71.7% 13 $968
Team Financial Group, LLC 0.00% No change 12 $893
Investors Portfolio Services LLC 0.00% — 11 $826
Principia Wealth Advisory, LLC 0.00% Add +37.5% 11 $819
HFM Investment Advisors, LLC 0.00% Add +42.9% 10 $745
Vermillion Wealth Management, Inc. 0.00% No change 10 $744
Berkshire Capital Holdings Inc. 0.00% No change 10 $744
American Capital Advisory, LLC 0.00% Reduce -10.0% 9 $670
CENTRAL TRUST Co 0.00% New 9 $645
MV Capital Management, Inc. 0.00% No change 8 $596
Turning Point Benefit Group, Inc. 0.00% No change 7 $521
North Star Investment Management Corp. 0.00% New 7 $521
Pacer Advisors, Inc. 0.00% No change 7 $521
Quaker Wealth Management, LLC 0.00% Add +20.0% 6 $447
Cape Investment Advisory, Inc. 0.00% New 6 $447
Dunhill Financial, LLC 0.00% New 6 $438
Seneschal Advisors, LLC 0.00% Add +25.0% 5 $373
ROSS\JOHNSON & Associates LLC 0.01% New 5 $372
Cheviot Value Management, LLC 0.00% No change 5 $327
Fideuram Asset Management (Ireland) dac 0.00% — 4 $305
DecisionPoint Financial, LLC 0.00% No change 4 $298
Optima Capital LLC 0.00% New 3 $223
Horizon Investments, LLC 0.00% New 3 $223
DV Trading LLC 0.00% — 3 $223
Key Financial Inc 0.00% No change 2 $149

"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.