Affirm HoldingsAFRM
13F holders, Q1 2026 (March 31)593holders −47
76new positions
126sold out
10famous investors
$45.80avg. 13F price*
At the end of Q1 2026, 593 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, down 47 from Q4 2025. 76 opened new positions and 126 sold out. The largest holders were Capital Research Global Investors ($1.1B), Capital World Investors ($1.0B) and Morgan Stanley ($995.0M). 10 famous investors held it, including Gavin Baker (1.3% of Atreides Management's portfolio), Daniel Sundheim (0.8% of D1 Capital Partners's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Affirm Holdings Inc.
- CUSIP
- 00827B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $162.9M |
| Exits | 126 | $929.9M |
All 13F filers, Q4 2025 → Q1 2026: 34,162,919 shares bought and 30,543,976 shares sold, net +3,618,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 593 holders
| Capital Research Global Investors | 0.18% | Add +6.3% | 24,592,033 | $1.1B |
| Capital World Investors | 0.14% | Add +3.7% | 22,512,923 | $1.0B |
| Morgan Stanley | 0.06% | Reduce -5.6% | 21,715,982 | $995.0M |
| BlackRock, Inc. | 0.02% | Reduce -0.8% | 18,732,493 | $858.3M |
| FMR LLC | 0.04% | Add +26.5% | 17,294,381 | $792.4M |
| Vanguard Capital Management LLC | 0.01% | — | 12,152,375 | $556.8M |
| Vanguard Portfolio Management LLC | 0.03% | — | 11,599,993 | $531.5M |
| State Street Corp. | 0.01% | Add +3.1% | 6,031,141 | $276.3M |
| Durable Capital Partners LP | 2.66% | Add +53.5% | 5,649,434 | $258.9M |
| Geode Capital Management, LLC | 0.02% | Add +0.4% | 5,522,772 | $252.4M |
| Baillie Gifford & Co. | 0.25% | Reduce -3.3% | 5,302,297 | $243.0M |
| JPMorgan Chase & Co. | 0.02% | Add +185.4% | 5,297,016 | $227.9M |
| Citadel Advisors | 0.13% | Add +874.0% | 4,071,115 | $186.5M |
| Bank of America Corp. | 0.01% | Add +28.8% | 2,774,298 | $127.1M |
| Wellington Management Group LLP | 0.02% | Add +82.3% | 2,742,715 | $125.7M |
| Marshall Wace, LLP | 0.13% | Reduce -37.5% | 2,707,974 | $124.1M |
| UBS Group AG | 0.02% | Add +34.4% | 2,302,217 | $105.5M |
| Foxhaven Asset Management, LP | 3.17% | Add +15.7% | 2,205,556 | $101.1M |
| D1 Capital Partners | 0.79% | Add +136.2% | 1,936,900 | $88.7M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 1,813,121 | $83.1M |
| Northern Trust Corp. | 0.01% | Add +7.0% | 1,762,385 | $80.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.5% | 1,722,380 | $78.9M |
| Spyglass Capital Management LLC | 5.39% | Add +15.2% | 1,662,325 | $76.2M |
| Qube Research & Technologies Ltd | 0.10% | Add +21.6% | 1,575,982 | $72.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +11.8% | 1,574,660 | $72.1M |
| Allspring Global Investments Holdings, LLC | 0.12% | Add +23.8% | 1,577,264 | $71.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +26.5% | 1,557,610 | $71.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.1% | 1,468,593 | $67.3M |
| Tremblant Capital Group | 2.06% | Add +31.8% | 1,397,248 | $64.0M |
| Millennium Management | 0.05% | Add +2735.6% | 1,381,914 | $63.3M |
| Atreides Management | 1.33% | Reduce -13.7% | 1,194,711 | $54.7M |
| Balyasny Asset Management L.P. | 0.11% | Add +406.1% | 1,149,661 | $52.7M |
| Westfield Capital Management Co. LP | 0.21% | Add +26.9% | 1,080,636 | $49.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.4% | 1,064,236 | $48.8M |
| Susquehanna International Group, LLP | 0.06% | Add +149.7% | 1,040,114 | $47.7M |
| Jane Street Group, LLC | 0.05% | Add +2507.1% | 1,036,975 | $47.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.2% | 1,023,643 | $46.9M |
| Gilder Gagnon Howe & Co. LLC | 0.53% | Add +0.5% | 958,005 | $43.9M |
| Leo Wealth, LLC | 3.08% | Reduce -0.0% | 924,622 | $42.4M |
| American Century Companies Inc. | 0.02% | Reduce -0.5% | 903,899 | $41.4M |
| ThornTree Capital Partners LP | 6.78% | Add +8.7% | 834,289 | $38.2M |
| Swiss National Bank | 0.02% | Add +8.8% | 806,800 | $37.0M |
| Amundi | 0.01% | Reduce -17.9% | 735,302 | $33.7M |
| Allen Operations LLC | 4.94% | No change | 721,382 | $33.1M |
| Citigroup Inc. | 0.02% | Add +23.4% | 713,211 | $32.7M |
| Artemis Investment Management LLP | 0.33% | Reduce -13.6% | 685,608 | $31.4M |
| Pacific Heights Asset Management LLC | 1.03% | Add +28.6% | 675,000 | $30.9M |
| Nuveen, LLC | 0.01% | Add +1.4% | 637,280 | $29.2M |
| Legal & General Group Plc | 0.01% | Add +1.6% | 615,540 | $28.2M |
| AustralianSuper Pty Ltd | 0.15% | Reduce -1.4% | 614,323 | $28.1M |
| Ardmore Road Asset Management LP | 1.81% | Add +849.6% | 600,000 | $27.5M |
| Islander Capital Partners, L.P. | 10.29% | Add +74.7% | 570,000 | $26.1M |
| 12 West Capital Management LP | 4.14% | Add +52.9% | 535,000 | $24.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +0.0% | 528,358 | $24.2M |
| Quantinno Capital Management LP | 0.04% | Reduce -11.9% | 520,839 | $23.9M |
| Glendon Capital Management LP | 2.93% | Add +23.3% | 514,100 | $23.6M |
| Invesco Ltd. | 0.00% | Reduce -87.8% | 497,346 | $22.8M |
| Los Angeles Capital Management LLC | 0.09% | Add +2217.5% | 496,394 | $22.7M |
| Capital International Investors | 0.01% | Add +0.7% | 492,821 | $22.6M |
| California Public Employees Retirement System | 0.01% | Reduce -0.8% | 491,055 | $22.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +10.7% | 455,837 | $20.9M |
| Ilex Capital Partners (UK) LLP | 0.51% | Add +252.7% | 453,767 | $20.8M |
| Neuberger Berman Group LLC | 0.02% | Reduce -59.5% | 447,622 | $20.5M |
| Diversify Wealth Management, LLC | 0.37% | New | 322,961 | $20.5M |
| AQR Capital Management | 0.01% | Add +278.9% | 438,220 | $19.5M |
| Deutsche Bank AG | 0.01% | Add +2.2% | 417,484 | $19.1M |
| SG Americas Securities, LLC | 0.02% | Reduce -1.0% | 470,444 | $18.9M |
| Diversify Advisory Services, LLC | 2.73% | Add +26.9% | 280,693 | $17.8M |
| California State Teachers Retirement System | 0.02% | Add +0.8% | 382,998 | $17.5M |
| Polar Capital Holdings Plc | 0.08% | Reduce -8.0% | 378,684 | $17.4M |
| NZS Capital, LLC | 0.56% | Add +1.8% | 366,379 | $16.8M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +381791.4% | 355,159 | $16.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +44.1% | 341,771 | $15.7M |
| Gillson Capital LP | 1.24% | Add +24.4% | 329,810 | $15.1M |
| Bienville Capital Management, LLC | 2.84% | New | 326,395 | $15.0M |
| Royal Bank of Canada | 0.00% | Add +8.4% | 318,783 | $14.6M |
| Schonfeld Strategic Advisors LLC | 0.12% | Reduce -17.1% | 317,723 | $14.6M |
| Rhumbline Advisers | 0.01% | Reduce -0.1% | 315,711 | $14.5M |
| Longaeva Partners L.P. | 0.63% | New | 285,099 | $13.1M |
| PEAK6 LLC | 0.37% | New | 277,468 | $12.7M |
| Nordea Investment Management AB | 0.01% | Add +927.0% | 282,114 | $12.4M |
| Mane Global Capital Management LP | 1.25% | Reduce -50.4% | 265,628 | $12.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -46.2% | 253,569 | $11.6M |
| Walleye Trading LLC | 0.23% | New | 246,078 | $11.3M |
| RJA Asset Management LLC | 4.14% | Add +187.1% | 245,500 | $11.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.0% | 243,893 | $11.2M |
| Capital Fund Management S.A. | 0.10% | Reduce -24.6% | 235,113 | $10.8M |
| LPL Financial LLC | 0.00% | Add +48.6% | 233,932 | $10.7M |
| Intercapital, LLC | 5.92% | Add +29.8% | 233,368 | $10.7M |
| Allen Holding Inc. | 1.05% | No change | 230,000 | $10.5M |
| Sei Investments Co. | 0.01% | Reduce -42.1% | 220,818 | $10.1M |
| Barclays PLC | 0.00% | Reduce -18.0% | 219,459 | $10.1M |
| Raymond James Financial Inc. | 0.00% | Add +19.4% | 210,907 | $9.7M |
| Aviva PLC | 0.02% | Add +4.8% | 206,262 | $9.5M |
| Penserra Capital Management LLC | 0.11% | Add +1.2% | 197,337 | $9.0M |
| Wells Fargo & Company | 0.00% | Reduce -8.6% | 195,462 | $9.0M |
| Gotham Asset Management | 0.03% | Add +52.3% | 187,216 | $8.6M |
| D. E. Shaw & Co. | 0.01% | Add +19.2% | 185,347 | $8.5M |
| Voya Investment Management LLC | 0.01% | Reduce -8.4% | 181,292 | $8.3M |
| Landscape Capital Management, L.L.C. | 0.52% | Add +33.8% | 179,831 | $8.2M |
| Eurizon Capital SGR S.p.A. | 0.03% | Add +727.8% | 179,258 | $8.2M |
| FIL Ltd | 0.01% | Add +69933.5% | 177,885 | $8.2M |
| Holocene Advisors, LP | 0.02% | New | 170,026 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -74.5% | 165,537 | $7.6M |
| Allianz Asset Management GmbH | 0.01% | Reduce -32.5% | 164,078 | $7.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -92.2% | 100,805 | $7.5M |
| HSBC Holdings PLC | 0.00% | Add +86.5% | 164,780 | $7.5M |
| Andra AP-fonden | 0.09% | Add +121.4% | 159,400 | $7.3M |
| First Trust Advisors LP | 0.01% | Reduce -55.2% | 151,910 | $7.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +147.1% | 151,301 | $6.9M |
| Dark Forest Capital Management LP | 0.61% | Add +147.4% | 150,069 | $6.9M |
| OCO Capital Partners, L.P. | 1.81% | New | 150,000 | $6.9M |
| Steadview Capital Management LLC | 2.93% | Reduce -36.4% | 144,815 | $6.6M |
| Prana Capital Management, LP | 0.20% | New | 144,592 | $6.6M |
| State of Wisconsin Investment Board | 0.01% | Add +5.1% | 143,330 | $6.6M |
| Karl Kapital LLC | 4.45% | New | 140,290 | $6.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +0.9% | 140,276 | $6.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 137,965 | $6.3M |
| Abdiel Capital Advisors, LP | 11.86% | Reduce -6.5% | 134,741 | $6.2M |
| Agf Management Ltd. | 0.03% | Reduce -2.3% | 134,716 | $6.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.1% | 134,615 | $6.2M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Reduce -2.2% | 132,852 | $6.1M |
| WINTON GROUP Ltd | 0.21% | Add +56.1% | 128,453 | $5.9M |
| Vanguard Investments Australia, Ltd. | 0.02% | — | 127,356 | $5.8M |
| Interval Partners, LP | 0.20% | New | 126,836 | $5.8M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -94.2% | 125,969 | $5.8M |
| Catalyst Private Wealth, LLC | 3.10% | Reduce -1.0% | 124,897 | $5.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 118,944 | $5.5M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.2% | 117,670 | $5.4M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +0.5% | 116,962 | $5.4M |
| Allen Investment Management, LLC | 0.07% | No change | 116,683 | $5.3M |
| IMC-Chicago, LLC | 0.08% | New | 112,682 | $5.2M |
| Dilation Capital Management LP | 2.57% | Reduce -48.2% | 111,717 | $5.1M |
| Danske Bank A/S | 0.01% | Reduce -3.3% | 110,200 | $5.0M |
| Victory Capital Management Inc. | 0.00% | Add +14.7% | 110,067 | $5.0M |
| Capital Impact Advisors, LLC | 2.04% | Reduce -85.0% | 109,917 | $5.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -33.0% | 109,330 | $5.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -7.2% | 108,107 | $5.0M |
| Farallon Capital Management, L.L.C. | 0.03% | New | 108,000 | $4.9M |
| Vontobel Holding Ltd. | 0.02% | Add +493.7% | 107,641 | $4.9M |
| Korea Investment CORP | 0.01% | Reduce -23.3% | 107,522 | $4.9M |
| PFA Pension, Forsikringsaktieselskab | 0.01% | No change | 106,844 | $4.9M |
| Omega Financial Group, LLC | 1.57% | No change | 103,627 | $4.7M |
| a16z Perennial Management, L.P. | 0.39% | No change | 103,220 | $4.7M |
| Asset Management One Co., Ltd. | 0.01% | Add +1.0% | 102,444 | $4.7M |
| KLP Kapitalforvaltning As | 0.02% | No change | 98,700 | $4.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Add +57.5% | 97,650 | $4.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.8% | 95,258 | $4.4M |
| Divisadero Street Capital Management, LP | 0.20% | New | 95,071 | $4.4M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 94,804 | $4.3M |
| Clear Street Group Inc. | 0.02% | Add +48.9% | 94,529 | $4.3M |
| Tredje AP-fonden | 0.02% | New | 93,439 | $4.3M |
| Militia Capital Management LLC | 0.93% | — | 90,902 | $4.2M |
| Point72 Asset Management | 0.01% | New | 89,686 | $4.1M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Add +0.6% | 89,647 | $4.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +9.5% | 87,760 | $4.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.6% | 85,231 | $3.9M |
| Walleye Capital LLC | 0.03% | Reduce -28.5% | 81,542 | $3.7M |
| Weiss Asset Management LP | 0.09% | New | 80,254 | $3.7M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +6.1% | 80,956 | $3.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.3% | 80,002 | $3.7M |
| Handelsbanken Fonder AB | 0.01% | Add +4.3% | 75,300 | $3.5M |
| Arizona State Retirement System | 0.02% | Add +0.5% | 74,694 | $3.4M |
| Sumitomo Life Insurance Co. | 0.08% | Add +17.2% | 71,600 | $3.3M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 70,000 | $3.2M |
| Liberty Mutual Group Asset Management Inc. | 0.25% | No change | 69,374 | $3.2M |
| Ballentine Partners, LLC | 0.04% | Reduce -0.8% | 69,240 | $3.2M |
| Optiver Holding B.V. | 0.12% | Reduce -40.8% | 68,026 | $3.1M |
| Faithward Advisors, LLC | 0.44% | Reduce -17.4% | 62,184 | $3.1M |
| Centiva Capital, LP | 0.14% | New | 64,484 | $3.0M |
| Readystate Asset Management LP | 0.30% | Add +85.7% | 64,345 | $2.9M |
| Osterweis Capital Management Inc. | 0.17% | Add +31.5% | 60,760 | $2.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -20.5% | 60,098 | $2.8M |
| Creative Planning | 0.00% | Add +82.6% | 59,622 | $2.7M |
| Cetera Investment Advisers | 0.00% | Reduce -2.0% | 58,295 | $2.7M |
| XTX Topco Ltd | 0.05% | Add +123.1% | 57,830 | $2.6M |
| Leonteq Securities AG | 0.16% | Add +721.4% | 57,064 | $2.6M |
| Blair William & Co. | 0.01% | Reduce -82.5% | 56,198 | $2.6M |
| Globeflex Capital L P | 0.39% | New | 56,039 | $2.6M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.12% | No change | 55,974 | $2.6M |
| Zacks Investment Management | 0.02% | Reduce -59.8% | 55,673 | $2.6M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -36.7% | 54,535 | $2.5M |
| IFM Investors Pty Ltd | 0.02% | Add +6.5% | 54,089 | $2.5M |
| Blueshift Asset Management, LLC | 0.75% | Add +93.2% | 53,826 | $2.5M |
| DNB Asset Management AS | 0.01% | Add +5.9% | 53,759 | $2.5M |
| Xponance LLC | 0.02% | Add +13.3% | 53,479 | $2.5M |
| SEB Asset Management AB | 0.01% | — | 53,469 | $2.4M |
| Mariner, LLC | 0.00% | Add +32.3% | 53,394 | $2.4M |
| BIT Capital GmbH | 0.13% | Add +260.4% | 52,197 | $2.4M |
| TD Asset Management Inc | 0.00% | Add +7.4% | 50,482 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -34.9% | 50,269 | $2.3M |
| Capelight Capital Asset Management LP | 1.94% | Reduce -24.2% | 50,000 | $2.3M |
| Jain Global LLC | 0.03% | Reduce -55.2% | 48,558 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -20.0% | 47,842 | $2.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +177.6% | 48,920 | $2.2M |
| Linden Thomas Advisory Services, LLC | 0.21% | New | 46,476 | $2.1M |
| Empowered Funds, LLC | 0.01% | Add +246.9% | 46,165 | $2.1M |
| SBI Securities Co., Ltd. | 0.06% | Reduce -6.5% | 45,368 | $2.1M |
| Wakefield Asset Management LLLP | 0.54% | Add +53.4% | 44,211 | $2.0M |
| Mount Vernon Associates Inc. | 1.41% | Add +1.3% | 43,475 | $2.0M |
| Compound Planning, Inc. | 0.06% | Reduce -10.2% | 43,106 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -19.3% | 41,814 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +42.6% | 40,953 | $1.9M |
| KBC Group NV | 0.00% | Reduce -79.0% | 40,722 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +296.3% | 40,646 | $1.9M |
| Catalyst Funds Management Pty Ltd | 0.32% | Add +49.8% | 40,600 | $1.9M |
| Institute for Wealth Management, LLC. | 0.20% | Add +408.4% | 39,710 | $1.8M |
| General Equity Holdings LP | 1.34% | New | 39,301 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +228.4% | 38,986 | $1.8M |
| Freestone Grove Partners LP | 0.01% | New | 38,692 | $1.8M |
| Jasper Ridge Partners, L.P. | 0.04% | No change | 38,086 | $1.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -21.0% | 37,873 | $1.7M |
| BloombergSen Inc. | 0.19% | Add +141.2% | 36,889 | $1.7M |
| Silvant Capital Management LLC | 0.06% | Add +1.6% | 36,153 | $1.7M |
| Moran Wealth Management, LLC | 0.05% | New | 35,948 | $1.6M |
| Employees Retirement System of Texas | 0.02% | No change | 35,771 | $1.6M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 37,724 | $1.6M |
| Prelude Capital Management, LLC | 0.12% | Add +92.5% | 35,412 | $1.6M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.0% | 35,362 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -1.9% | 35,223 | $1.6M |
| Toronto Dominion Bank | 0.00% | Reduce -28.3% | 35,089 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.4% | 33,578 | $1.5M |
| Royal Fund Management, LLC | 0.15% | Add +152.5% | 33,444 | $1.5M |
| National Pension Service | 0.00% | New | 33,385 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.3% | 33,014 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -17.9% | 32,979 | $1.5M |
| World Investment Advisors | 0.02% | Add +59.8% | 32,893 | $1.5M |
| G2 Investment Partners Management LLC | 0.36% | Reduce -52.2% | 32,000 | $1.5M |
| Integris Wealth Management, LLC | 0.32% | Add +17.6% | 30,417 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.8% | 30,062 | $1.4M |
| Advisory Resource Group | 0.24% | New | 30,042 | $1.4M |
| Quantitative Investment Management, LLC | 0.14% | Add +542.1% | 29,839 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +22.9% | 30,366 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +25.4% | 29,160 | $1.3M |
| OP Asset Management Ltd | 0.01% | Reduce -5.4% | 28,679 | $1.3M |
| Paloma Partners Management Co | 1.13% | Reduce -74.5% | 28,029 | $1.3M |
| Polymer Capital Management (US) LLC | 0.19% | New | 27,714 | $1.3M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | Reduce -3.9% | 27,610 | $1.3M |
| Allstate Corp. | 0.01% | Add +39.8% | 27,605 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 26,603 | $1.2M |
| Swiss Life Asset Management Ltd | 0.01% | Add +19.1% | 26,557 | $1.2M |
| Storebrand Asset Management As | 0.00% | Reduce -33.4% | 26,506 | $1.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Reduce -1.0% | 26,452 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +51.1% | 26,341 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -0.2% | 26,305 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +46.0% | 25,971 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +51.8% | 27,884 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -89.8% | 25,114 | $1.2M |
| M&T Bank Corp | 0.00% | Add +13.6% | 24,932 | $1.1M |
| Herbst Group, LLC | 0.70% | New | 24,900 | $1.1M |
| STRS Ohio | 0.00% | Reduce -0.0% | 24,874 | $1.1M |
| Osmosis Investment Management UK Ltd | 0.03% | Reduce -56.4% | 24,784 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Add +21.2% | 24,719 | $1.1M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -11.0% | 24,624 | $1.1M |
| Evolutionary Tree Capital Management, LLC | 2.12% | Reduce -26.2% | 24,574 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 24,245 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.9% | 23,900 | $1.1M |
| Parallax Volatility Advisers, L.P. | 0.06% | Reduce -36.4% | 16,907 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 23,329 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 22,800 | $1.0M |
| Capula Management Ltd | 0.01% | Reduce -30.0% | 22,768 | $1.0M |
| Man Group plc | 0.00% | Add +153.2% | 22,594 | $1.0M |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 22,571 | $1.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.06% | Add +9.3% | 22,393 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -21.8% | 21,576 | $989K |
| US Bancorp \de | 0.00% | Reduce -4.0% | 21,310 | $976K |
| Gulf International Bank (UK) Ltd | 0.02% | Add +58.8% | 21,189 | $971K |
| Hudson Bay Capital Management LP | 0.01% | Reduce -91.7% | 21,000 | $962K |
| Fortune Financial Advisors, LLC | 0.48% | New | 20,700 | $948K |
| SteelPeak Wealth, LLC | 0.03% | New | 20,403 | $935K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.7% | 20,052 | $919K |
| Mackenzie Financial Corp. | 0.00% | Add +25.6% | 20,006 | $917K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +548.8% | 19,930 | $913K |
| Mission Wealth Management, LP | 0.02% | Add +0.8% | 19,671 | $901K |
| Investment Management Corp of Ontario | 0.01% | Reduce -17.7% | 19,661 | $901K |
| Simplicity Wealth,LLC | 0.05% | Reduce -15.2% | 19,444 | $891K |
| RFG Advisory, LLC | 0.02% | Add +21.2% | 19,171 | $878K |
| Amalgamated Bank | 0.01% | Reduce -9.5% | 18,826 | $863K |
| Savant Capital, LLC | 0.00% | Add +14.1% | 18,805 | $862K |
| Candriam S.C.A. | 0.00% | Add +5.7% | 18,528 | $849K |
| Odyssean, LLC | 0.31% | Add +83.4% | 18,389 | $843K |
| Fieldview Capital Management, LLC | 0.25% | Reduce -33.1% | 18,386 | $842K |
| Gateway Investment Advisers LLC | 0.01% | No change | 18,000 | $825K |
| Gladstone Institutional Advisory LLC | 0.03% | No change | 17,859 | $818K |
| Credit Agricole S A | 0.00% | Reduce -22.2% | 17,727 | $812K |
| Biltmore Family Office, LLC | 0.11% | Add +177.0% | 17,674 | $810K |
| Cim Investment Management Inc. | 0.21% | Reduce -0.5% | 17,550 | $804K |
| Marex Group Ltd | 0.01% | New | 17,050 | $781K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +25.7% | 16,974 | $778K |
| Prospera Financial Services Inc | 0.01% | New | 16,902 | $774K |
| New York State Teachers Retirement System | 0.00% | Add +17.4% | 16,877 | $773K |
| REX Advisers, LLC | 4.47% | New | 16,700 | $765K |
| Independent Financial Group, LLC | 0.02% | Reduce -49.6% | 16,512 | $757K |
| J.Safra Asset Management Corp | 0.04% | Add +73.0% | 15,807 | $724K |
| Vident Advisory, LLC | 0.01% | Reduce -1.6% | 15,628 | $716K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.3% | 14,721 | $675K |
| &partners | 0.00% | Add +4.5% | 14,660 | $671K |
| Utah Retirement Systems | 0.01% | No change | 14,580 | $668K |
| Independent Advisor Alliance | 0.01% | Reduce -6.8% | 14,021 | $642K |
| Myecfo, LLC | 0.27% | Add +4.9% | 13,921 | $638K |
| Pacific Sage Partners, LLC | 0.10% | Reduce -1.4% | 13,800 | $632K |
| Swedbank AB | 0.00% | Add +98.8% | 13,772 | $631K |
| Maryland State Retirement & Pension System | 0.01% | No change | 13,650 | $625K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -0.6% | 13,580 | $622K |
| CSS LLC | 0.10% | No change | 13,540 | $620K |
| Bleakley Financial Group, LLC | 0.01% | New | 13,377 | $613K |
| Franklin Resources Inc. | 0.00% | Reduce -99.0% | 13,339 | $611K |
| Corient Private Wealth LP | 0.00% | Reduce -19.1% | 15,421 | $601K |
| Neo Ivy Capital Management | 0.16% | Reduce -72.8% | 13,078 | $599K |
| CIBC Asset Management Inc | 0.00% | Add +6.5% | 13,059 | $598K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.2% | 12,997 | $596K |
| Rakuten Investment Management, Inc. | 0.00% | Add +19.7% | 13,724 | $591K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +20.6% | 12,859 | $589K |
| Atom Investors LP | 0.04% | New | 12,726 | $583K |
| Group One Trading LLC | 0.02% | Reduce -66.5% | 12,659 | $580K |
| Intech Investment Management LLC | 0.01% | New | 12,598 | $577K |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,431 | $570K |
| Caprock Group, LLC | 0.01% | Reduce -4.2% | 12,210 | $560K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | New | 12,000 | $550K |
| Caxton Associates LLP | 0.01% | New | 12,000 | $550K |
| GAMCO Investors | 0.01% | No change | 12,000 | $550K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +97.2% | 11,974 | $549K |
| MetLife Investment Management, LLC | 0.00% | Reduce -4.0% | 11,883 | $544K |
| Nomura Holdings Inc. | 0.00% | Reduce -47.3% | 11,758 | $539K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.0% | 11,608 | $532K |
| BBR Partners, LLC | 0.03% | No change | 11,366 | $521K |
| Rhodes Investment Advisors Inc. | 0.45% | Add +82.0% | 11,354 | $520K |
| Wedmont Private Capital | 0.02% | Add +2.5% | 10,340 | $515K |
| Focus Partners Wealth | 0.00% | Add +73.8% | 11,235 | $515K |
| PCM Encore, LLC | 0.10% | Reduce -0.4% | 10,977 | $503K |
| Abn Amro Investment Solutions | 0.01% | Add +3.6% | 10,931 | $501K |
| Macquarie Group Ltd. | 0.00% | No change | 10,841 | $497K |
| Principal Financial Group Inc. | 0.00% | Add +59.9% | 10,841 | $497K |
| Paragon Capital Management Ltd | 0.10% | No change | 10,770 | $493K |
| Woodline Partners LP | 0.00% | Add +115.7% | 10,760 | $493K |
| TD Waterhouse Canada Inc. | 0.00% | Add +19.7% | 10,657 | $484K |
| Geneos Wealth Management Inc. | 0.01% | Add +24.2% | 10,256 | $470K |
| MAI Capital Management | 0.00% | Add +203.7% | 10,211 | $468K |
| Saudi Central Bank | 0.01% | New | 10,147 | $465K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -8.9% | 10,045 | $460K |
| QRG Capital Management, Inc. | 0.00% | Add +3.6% | 9,684 | $444K |
| Park Avenue Securities LLC | 0.00% | Add +34.3% | 9,615 | $441K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +45.5% | 9,475 | $439K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -69.1% | 9,479 | $434K |
| Cravens & Co Advisors, LLC | 0.28% | Add +6.6% | 9,270 | $425K |
| Mason & Associates Inc | 0.08% | Reduce -19.4% | 9,769 | $420K |
| Picton Mahoney Asset Management | 0.00% | Reduce -95.1% | 9,164 | $420K |
| Ieq Capital, LLC | 0.00% | Add +41.4% | 9,061 | $415K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.1% | 9,043 | $414K |
| Congress Asset Management Co. | 0.00% | New | 9,000 | $412K |
| Inceptionr LLC | 0.10% | New | 8,844 | $405K |
| Prudential Financial Inc. | 0.00% | Reduce -12.2% | 8,815 | $404K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 8,794 | $403K |
| Quadcap Wealth Management, LLC | 0.05% | Add +26.9% | 8,696 | $398K |
| Cresset Asset Management, LLC | 0.00% | Reduce -31.8% | 8,609 | $394K |
| Oak Thistle LLC | 0.04% | New | 8,570 | $393K |
| GraniteShares Advisors LLC | 0.28% | Add +6.8% | 8,442 | $387K |
| White Lighthouse Investment Management Inc. | 0.05% | Add +13.7% | 8,084 | $370K |
| North Dakota State Investment Board | 0.02% | Reduce -14.9% | 8,035 | $368K |
| Praxis Investment Management Inc. | 0.02% | Add +9.4% | 7,910 | $362K |
| Aspire Capital Advisors LLC | 0.08% | Add +10.6% | 7,860 | $360K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -5.3% | 7,831 | $359K |
| Ellevest, Inc. | 0.05% | Reduce -4.3% | 7,703 | $353K |
| Schroder Investment Management Group | 0.00% | Reduce -5.7% | 7,574 | $347K |
| Vise Technologies, Inc. | 0.01% | No change | 4,596 | $342K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -10.4% | 7,451 | $341K |
| Signaturefd, LLC | 0.01% | Add +28.6% | 7,243 | $332K |
| Graham Capital Management, L.P. | 0.01% | New | 7,052 | $323K |
| Shearwater Capital LLC | 0.17% | No change | 7,000 | $321K |
| National Bank of Canada | 0.00% | Add +20.5% | 6,901 | $317K |
| GC Wealth Management RIA, LLC | 0.01% | Add +25.9% | 6,819 | $312K |
| E. Ohman J:or Asset Management AB | 0.01% | Add +249.9% | 6,760 | $310K |
| Oder Investment Management, LLC | 0.23% | No change | 6,665 | $305K |
| DRW Securities, LLC | 0.02% | Add +137.5% | 6,608 | $303K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 6,520 | $299K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -36.1% | 4,450 | $296K |
| Dana Investment Advisors, Inc. | 0.01% | New | 6,397 | $293K |
| Gables Capital Management Inc. | 0.12% | New | 6,300 | $289K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -3.7% | 6,212 | $285K |
| Huntleigh Advisors, Inc. | 0.05% | Add +0.4% | 6,210 | $285K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Reduce -30.4% | 6,168 | $283K |
| PFG Investments, LLC | 0.01% | Add +86.6% | 6,130 | $281K |
| Integrated Wealth Concepts LLC | 0.00% | New | 6,113 | $280K |
| HB Wealth Management, LLC | 0.00% | Reduce -50.8% | 6,091 | $279K |
| Bluebird Wealth Management LLC | 0.28% | Reduce -49.1% | 5,943 | $272K |
| Renaissance Technologies | 0.00% | New | 5,900 | $270K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.7% | 5,877 | $269K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -24.0% | 5,736 | $263K |
| Fifth Third Bancorp | 0.00% | Add +989.5% | 5,687 | $261K |
| Cwm, LLC | 0.00% | Add +39.3% | 5,673 | $260K |
| Banco Santander, S.A. | 0.00% | New | 5,586 | $256K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,570 | $254K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -92.6% | 5,500 | $252K |
| Ostrum Asset Management | 0.01% | Add +365.0% | 5,496 | $252K |
| Kera Capital Partners, Inc. | 0.03% | Reduce -19.0% | 5,493 | $252K |
| Plato Investment Management Ltd | 0.02% | No change | 5,440 | $249K |
| Avior Wealth Management, LLC | 0.01% | Add +7.1% | 5,368 | $246K |
| Vestcor Inc | 0.01% | Reduce -3.0% | 5,341 | $245K |
| Rareview Capital LLC | 0.14% | No change | 3,541 | $245K |
| Personal Cfo Solutions, LLC | 0.03% | Add +68.8% | 5,343 | $245K |
| Aaron Wealth Advisors LLC | 0.01% | Add +28.6% | 5,334 | $244K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -26.8% | 5,281 | $242K |
| Vann Equity Management LLC | 0.17% | — | 5,188 | $238K |
| ASR Vermogensbeheer N.V. | 0.00% | Add +123.4% | 5,171 | $237K |
| Choate Investment Advisors | 0.00% | Reduce -7.8% | 5,120 | $235K |
| Choreo, LLC | 0.00% | Reduce -12.1% | 4,910 | $225K |
| Sterling Capital Management LLC | 0.00% | Reduce -36.9% | 4,905 | $225K |
| Prudential PLC | 0.00% | No change | 4,858 | $223K |
| Brooklyn Investment Group | 0.01% | Add +35.0% | 4,847 | $222K |
| Gsa Capital Partners LLP | 0.01% | Reduce -22.4% | 4,837 | $222K |
| Farther Finance Advisors, LLC | 0.00% | Add +21.1% | 4,864 | $222K |
| Holistic Financial Partners | 0.08% | Reduce -2.7% | 4,801 | $220K |
| Andina Capital Management, LLC | 0.20% | Reduce -3.0% | 4,776 | $219K |
| Private Advisor Group, LLC | 0.00% | Reduce -19.7% | 4,764 | $218K |
| Polen Capital Management LLC | 0.00% | Reduce -85.5% | 4,763 | $218K |
| Kestra Advisory Services, LLC | 0.00% | Add +38.2% | 4,756 | $218K |
| Capital Advisors Inc. | 0.00% | New | 4,703 | $215K |
| Ethic Inc. | 0.00% | Add +29.9% | 4,631 | $212K |
| UniSuper Management Pty Ltd | 0.00% | No change | 4,600 | $211K |
| Savvy Advisors, Inc. | 0.01% | Add +47.8% | 4,575 | $210K |
| Bayesian Capital Management, LP | 0.25% | New | 4,500 | $206K |
| Parallel Advisors, LLC | 0.00% | Add +11.9% | 4,497 | $206K |
| GAMMA Investing LLC | 0.01% | Reduce -16.2% | 4,475 | $205K |
| State of Wyoming | 0.02% | New | 4,469 | $205K |
| Ares Systematic Credit Ltd | 0.94% | No change | 4,752 | $204K |
| TCW Group Inc. | 0.00% | Add +5.1% | 4,421 | $203K |
| Bank of Nova Scotia | 0.00% | Reduce -71.4% | 4,421 | $203K |
| Diversified Trust Co. | 0.00% | Reduce -6.8% | 4,380 | $201K |
| Commerce Bank | 0.00% | Add +1.8% | 4,377 | $201K |
| Rakuten Securities, Inc. | 0.08% | Reduce -75.1% | 4,136 | $190K |
| Advisory Services Network, LLC | 0.00% | Add +26.5% | 3,941 | $181K |
| Advisors Asset Management, Inc. | 0.00% | Add +23.5% | 3,929 | $180K |
| IFP Advisors, Inc | 0.00% | Reduce -5.7% | 3,737 | $171K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 3,734 | $171K |
| Ancora Advisors LLC | 0.00% | No change | 3,500 | $160K |
| Versant Capital Management, Inc | 0.02% | Reduce -18.0% | 3,453 | $158K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -33.1% | 3,349 | $153K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 3,150 | $143K |
| Quarry LP | 0.03% | Add +4991.4% | 2,953 | $135K |
| Ossiam | 0.00% | Reduce -8.0% | 2,789 | $128K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.7% | 2,721 | $125K |
| Paradigm Asset Management Co. LLC | 0.03% | No change | 2,700 | $124K |
| Spire Wealth Management | 0.00% | Reduce -4.6% | 2,557 | $117K |
| Smartleaf Asset Management LLC | 0.00% | Add +8.5% | 2,621 | $113K |
| NFSG Corp | 0.02% | No change | 2,297 | $105K |
| Nvwm, LLC | 0.02% | New | 2,141 | $98K |
| Allworth Financial LP | 0.00% | Add +117.5% | 1,953 | $89K |
| Twin Lakes Capital Management, LLC | 0.04% | No change | 1,811 | $83K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 1,800 | $82K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -71.2% | 1,740 | $80K |
| Oslo Pensjonsforsikring AS | 0.01% | — | 1,442 | $66K |
| Lanark Financial, Inc. | 0.00% | Add +3450.0% | 1,420 | $65K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 1,314 | $60K |
| Larson Financial Group LLC | 0.00% | Add +359.5% | 1,259 | $58K |
| Westside Investment Management, Inc. | 0.01% | Reduce -6.4% | 1,170 | $54K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3.8% | 1,042 | $48K |
| Quadrant Capital Group LLC | 0.00% | Add +95.4% | 1,016 | $47K |
| Valley National Advisers Inc. | 0.01% | No change | 983 | $45K |
| Ascentis Independent Advisors | 0.00% | New | 902 | $41K |
| Sound Income Strategies, LLC | 0.00% | No change | 853 | $39K |
| UMB Bank, n.a. | 0.00% | Reduce -1.4% | 772 | $35K |
| Blume Capital Management, Inc. | 0.01% | Add +42.5% | 755 | $35K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | New | 744 | $34K |
| Osbon Capital Management LLC | 0.02% | No change | 661 | $30K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -59.5% | 651 | $30K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 600 | $27K |
| Blue Trust, Inc. | 0.00% | Reduce -3.8% | 579 | $27K |
| V-Square Quantitative Management LLC | 0.00% | New | 517 | $24K |
| Quent Capital, LLC | 0.00% | Reduce -8.9% | 482 | $22K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +0.8% | 489 | $22K |
| Strive Financial Group ,LLC | 0.01% | No change | 450 | $21K |
| Arax Advisory Partners | 0.00% | Reduce -86.5% | 458 | $21K |
| Triumph Capital Management | 0.00% | No change | 428 | $20K |
| Mather Group, Llc. | 0.00% | New | 418 | $19K |
| Harbour Investments, Inc. | 0.00% | Reduce -19.9% | 402 | $18K |
| SWAN Capital LLC | 0.01% | No change | 400 | $18K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +210.6% | 382 | $18K |
| SouthState Bank Corp | 0.00% | No change | 377 | $17K |
| CVA Family Office, LLC | 0.00% | Add +310.0% | 369 | $17K |
| Purpose Unlimited Inc. | 0.00% | Add +126.6% | 358 | $16K |
| Garden State Investment Advisory Services LLC | 0.00% | No change | 354 | $16K |
| Root Financial Partners, LLC | 0.00% | Reduce -20.7% | 344 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +40.2% | 335 | $15K |
| Bessemer Group Inc. | 0.00% | Reduce -33.2% | 330 | $15K |
| Assetmark, Inc. | 0.00% | Reduce -97.0% | 306 | $14K |
| Trask Adam Roland | 0.01% | — | 300 | $14K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 290 | $13K |
| Zions Bancorporation, National Association | 0.00% | Add +34.6% | 272 | $12K |
| Holos Integrated Wealth LLC | 0.01% | No change | 259 | $12K |
| Private Wealth Management Group, LLC | 0.00% | No change | 252 | $12K |
| McGuire Capital Advisors Inc. | 0.01% | Reduce -7.1% | 250 | $11K |
| Byrne Asset Management LLC | 0.01% | New | 250 | $11K |
| Fortitude Family Office, LLC | 0.00% | Reduce -4.0% | 240 | $11K |
| Rothschild Investment LLC | 0.00% | Add +497.2% | 215 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Add +116.8% | 206 | $9K |
| Tacita Capital Inc | 0.01% | No change | 200 | $9K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -36.8% | 194 | $9K |
| CENTRAL TRUST Co | 0.00% | Add +1977.8% | 187 | $9K |
| Ankerstar Wealth, LLC | 0.01% | Add +648.0% | 187 | $9K |
| Aspect Partners, LLC | 0.00% | Add +8.7% | 187 | $9K |
| Raiffeisen Bank International AG | 0.00% | No change | 195 | $8K |
| TD Private Client Wealth LLC | 0.00% | Add +72.4% | 181 | $8K |
| Sachetta, LLC | 0.00% | No change | 169 | $8K |
| JDM Financial Group LLC | 0.00% | No change | 167 | $8K |
| HM Payson & Co. | 0.00% | Reduce -35.6% | 163 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -93.9% | 158 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 157 | $7K |
| Covestor Ltd | 0.00% | Reduce -45.2% | 125 | $6K |
| Avion Wealth | 0.00% | Add +424.0% | 131 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 123 | $6K |
| Vision Retirement, LLC | 0.00% | No change | 123 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -20.1% | 107 | $5K |
| Copia Wealth Management | 0.00% | Reduce -75.4% | 102 | $5K |
| Bayban | 0.00% | No change | 100 | $5K |
| Tower View Wealth Management LLC | 0.00% | No change | 100 | $5K |
| Bfsg, LLC | 0.00% | No change | 100 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +203.2% | 94 | $4K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +18.9% | 88 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -22.6% | 89 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +148.6% | 87 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +103.5% | 59 | $4K |
| Abound Financial, LLC | 0.00% | No change | 85 | $4K |
| North Star Investment Management Corp. | 0.00% | Add +1028.6% | 79 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | Add +208.3% | 74 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 71 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 67 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -60.6% | 65 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 64 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -88.1% | 62 | $3K |
| Meeder Asset Management Inc. | 0.00% | Reduce -13.2% | 59 | $3K |
| Elequin Capital, LP | 0.00% | Reduce -63.3% | 58 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -12.5% | 56 | $3K |
| City State Bank | 0.00% | No change | 55 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 55 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +20.4% | 53 | $2K |
| Torren Management, LLC | 0.00% | Reduce -96.8% | 53 | $2K |
| Arlington Trust Co LLC | 0.00% | New | 53 | $2K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | New | 50 | $2K |
| Clearstead Trust, LLC | 0.00% | Add +133.3% | 49 | $2K |
| SHP Wealth Management | 0.00% | Add +221.4% | 45 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | Add +95.7% | 45 | $2K |
| CX Institutional | 0.00% | New | 37 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -25.9% | 43 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 41 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -18.6% | 35 | $2K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 31 | $1K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -8.8% | 31 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -15.2% | 28 | $1K |
| PayPay Securities Corp | 0.04% | Add +23.5% | 21 | $1K |
| Signature Equity Partners, LLC | 0.00% | Reduce -43.2% | 25 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -17.2% | 24 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 22 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Add +25.0% | 20 | $916 |
| Huntington National Bank | 0.00% | Reduce -60.4% | 19 | $871 |
| MCF Advisors LLC | 0.00% | New | 19 | $871 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -99.1% | 18 | $825 |
| Whipplewood Advisors, LLC | 0.00% | New | 17 | $779 |
| Vermillion Wealth Management, Inc. | 0.00% | Add +70.0% | 17 | $779 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 17 | $778 |
| Hughes Financial Services, LLC | 0.00% | Reduce -30.4% | 16 | $733 |
| NBT Bank, N.A. | 0.00% | New | 16 | $733 |
| American Capital Advisory, LLC | 0.00% | Add +66.7% | 15 | $688 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 15 | $688 |
| Heritage Wealth Advisors | 0.00% | No change | 15 | $687 |
| Principia Wealth Advisory, LLC | 0.00% | Add +18.2% | 13 | $596 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -99.2% | 13 | $596 |
| CoreCap Advisors, LLC | 0.00% | Reduce -97.0% | 13 | $596 |
| Team Financial Group, LLC | 0.00% | No change | 12 | $550 |
| LRI Investments, LLC | 0.00% | Reduce -89.6% | 12 | $550 |
| Essential Partners LLC | 0.00% | Reduce -15.4% | 11 | $504 |
| Bare Financial Services, Inc | 0.00% | New | 11 | $504 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 10 | $459 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $458 |
| MV Capital Management, Inc. | 0.00% | Add +12.5% | 9 | $413 |
| 1015 Capital Partners, LLC | 0.00% | Reduce -35.7% | 9 | $412 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -30.0% | 7 | $321 |
| First Horizon Corp. | 0.00% | Reduce -74.1% | 7 | $321 |
| Davis Capital Management | 0.00% | New | 6 | $275 |
| Seneschal Advisors, LLC | 0.00% | Add +20.0% | 6 | $275 |
| Quaker Wealth Management, LLC | 0.00% | No change | 6 | $275 |
| Dunhill Financial, LLC | 0.00% | Reduce -16.7% | 5 | $269 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -96.2% | 5 | $230 |
| Cheviot Value Management, LLC | 0.00% | No change | 5 | $229 |
| Financial Consulate, Inc. | 0.00% | New | 4 | $184 |
| DecisionPoint Financial, LLC | 0.00% | No change | 4 | $184 |
| Manchester Capital Management LLC | 0.00% | Reduce -98.3% | 3 | $138 |
| Gill Capital Partners, LLC | 0.00% | New | 3 | $137 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 2 | $93 |
| GHP Investment Advisors, Inc. | 0.00% | New | 2 | $92 |
| Curio Wealth, LLC | 0.00% | New | 2 | $92 |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -94.7% | 1 | $67 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $46 |
| Pacer Advisors, Inc. | 0.00% | Add +14.3% | 8 | $0 |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.