Affirm HoldingsAFRM

13F holders, Q2 2026 (June 30)
661holders +68
137new positions
71sold out
9famous investors
$81.53avg. 13F price*

At the end of Q2 2026, 661 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, up 68 from Q1 2026. 137 opened new positions and 71 sold out. The largest holders were Capital Research Global Investors ($2.1B), Capital World Investors ($1.9B) and Morgan Stanley ($1.9B). 9 famous investors held it, including Gavin Baker (0.9% of Atreides Management's portfolio), Daniel Sundheim (0.4% of D1 Capital Partners's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions137$866.3M
Exits71$346.1M

All 13F filers, Q1 2026 → Q2 2026: 38,447,775 shares bought and 21,464,701 shares sold, net +16,983,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 661 holders

Capital Research Global Investors 0.30% Add +5.7% 26,000,572 $2.1B
Capital World Investors 0.22% Add +2.7% 23,115,136 $1.9B
Morgan Stanley 0.10% Add +5.9% 23,000,269 $1.9B
BlackRock, Inc. 0.02% Add +4.7% 19,613,537 $1.6B
FMR LLC 0.06% Add +1.7% 17,581,656 $1.4B
JPMorgan Chase & Co. 0.08% Add +215.7% 16,722,922 $1.4B
Vanguard Capital Management LLC 0.02% Add +1.4% 12,320,890 $1.0B
Vanguard Portfolio Management LLC 0.04% Add +2.5% 11,886,405 $969.3M
State Street Corp. 0.02% Add +5.3% 6,349,214 $517.8M
Baillie Gifford & Co. 0.43% Add +10.4% 5,856,569 $477.6M
Geode Capital Management, LLC 0.02% Add +3.4% 5,712,491 $464.7M
Winslow Capital Management, LLC 1.28% New 4,577,562 $373.3M
Durable Capital Partners LP 3.51% Reduce -21.7% 4,425,406 $360.9M
Norges Bank 0.03% — 3,681,211 $300.2M
Bank of America Corp. 0.01% Add +2.4% 2,840,260 $231.6M
UBS Group AG 0.03% Add +9.1% 2,511,220 $204.8M
D1 Capital Partners 0.45% Reduce -1.5% 1,908,511 $155.6M
Vanguard Fiduciary Trust Co. 0.03% Add +3.4% 1,875,338 $152.9M
Northern Trust Corp. 0.02% Add +3.0% 1,814,431 $148.0M
Sei Investments Co. 0.12% Add +672.4% 1,705,507 $139.1M
Charles Schwab Investment Management Inc. 0.02% Add +12.8% 1,656,971 $135.1M
Dimensional Fund Advisors LP 0.02% Add +1.7% 1,601,389 $130.6M
Allspring Global Investments Holdings, LLC 0.20% Reduce -3.6% 1,520,255 $127.5M
Spyglass Capital Management LLC 6.79% Reduce -7.5% 1,537,840 $125.4M
1832 Asset Management L.P. 0.15% New 1,534,400 $125.1M
Foxhaven Asset Management, LP 3.35% Reduce -30.4% 1,534,155 $125.1M
T. Rowe Price Associates Inc. 0.01% Reduce -13.1% 1,496,735 $122.1M
Millennium Management 0.08% Add +6.6% 1,473,364 $120.2M
Tremblant Capital Group 3.43% Add +4.8% 1,464,129 $119.4M
Westfield Capital Management Co. LP 0.36% Add +25.1% 1,352,200 $110.3M
Goldman Sachs Group Inc. 0.01% Reduce -18.2% 1,273,728 $103.9M
Atreides Management 0.93% Add +6.6% 1,273,050 $103.8M
Citadel Advisors 0.06% Reduce -69.3% 1,248,374 $101.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +17.0% 1,245,563 $101.6M
Wellington Management Group LLP 0.02% Reduce -54.6% 1,243,908 $101.4M
Gilder Gagnon Howe & Co. LLC 0.93% Add +15.7% 1,108,083 $90.4M
American Century Companies Inc. 0.04% Add +19.1% 1,076,745 $87.8M
Artemis Investment Management LLP 0.70% Add +40.2% 961,002 $78.4M
Marshall Wace, LLP 0.07% Reduce -64.9% 950,683 $77.5M
Bank of New York Mellon Corp 0.01% Reduce -10.0% 921,164 $75.1M
Amundi 0.02% Add +15.2% 846,986 $69.1M
Nuveen, LLC 0.02% Add +23.3% 785,978 $64.1M
Swiss National Bank 0.03% Reduce -2.7% 785,200 $64.0M
Federated Hermes, Inc. 0.09% New 772,078 $63.0M
Susquehanna International Group, LLP 0.05% Reduce -28.6% 742,283 $60.5M
Ameriprise Financial Inc. 0.01% Add +336.9% 723,193 $59.0M
Allen Operations LLC 8.15% No change 721,382 $58.8M
Capital Impact Advisors, LLC 3.22% Add +540.5% 704,065 $57.4M
Holocene Advisors, LP 0.13% Add +313.7% 703,463 $57.4M
Jane Street Group, LLC 0.04% Reduce -33.1% 694,088 $56.6M
Neuberger Berman Group LLC 0.04% Add +54.6% 691,879 $56.4M
Citigroup Inc. 0.03% Reduce -4.0% 684,535 $55.8M
Worldquant Millennium Advisors LLC 0.19% New 670,803 $54.7M
Pacific Heights Asset Management LLC 1.68% Reduce -3.7% 650,000 $53.0M
Schonfeld Strategic Advisors LLC 0.25% Add +79.1% 569,152 $46.4M
ThornTree Capital Partners LP 6.34% Reduce -31.9% 568,524 $46.4M
Legal & General Group Plc 0.01% Reduce -10.6% 550,499 $44.9M
Driehaus Capital Management LLC 0.25% New 537,519 $43.8M
Daiwa Securities Group Inc. 0.10% Add +2049.6% 529,318 $43.2M
Islander Capital Partners, L.P. 15.65% Reduce -7.2% 529,097 $43.1M
Invesco Ltd. 0.00% Add +5.5% 524,934 $42.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -2.5% 515,298 $42.0M
Glendon Capital Management LP 5.43% No change 514,100 $41.9M
Raymond James Financial Inc. 0.01% Add +136.2% 498,168 $40.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +5.5% 480,680 $39.2M
Quantinno Capital Management LP 0.05% Reduce -8.9% 474,279 $38.7M
12 West Capital Management LP 7.02% Reduce -14.0% 460,000 $37.5M
Deutsche Bank AG 0.01% Add +9.4% 456,911 $37.3M
Gotham Asset Management 0.09% Add +142.8% 454,524 $37.1M
Congress Asset Management Co. 0.21% Add +4638.6% 426,470 $34.8M
Envestnet Asset Management Inc. 0.01% Add +20.2% 410,775 $33.5M
Polar Capital Holdings Plc 0.09% Add +6.9% 404,896 $33.0M
Wells Fargo & Company 0.01% Add +99.3% 389,630 $31.8M
California Public Employees Retirement System 0.02% Reduce -24.9% 368,905 $30.1M
California State Teachers Retirement System 0.03% Reduce -4.2% 367,042 $29.9M
T. Rowe Price Investment Management, Inc. 0.02% Add +2.4% 363,770 $29.7M
Royal Bank of Canada 0.00% Add +10.9% 353,664 $28.8M
Voya Investment Management LLC 0.03% Add +93.5% 350,856 $28.6M
Capital Fund Management S.A. 0.20% Add +48.3% 348,607 $28.4M
Rhumbline Advisers 0.02% Add +8.1% 341,313 $27.8M
Healthcare of Ontario Pension Plan Trust Fund 0.04% New 334,000 $27.2M
BIT Capital GmbH 0.93% Add +534.5% 331,200 $27.0M
Diversify Advisory Services, LLC 0.44% Add +26.8% 355,854 $26.0M
Diversify Wealth Management, LLC 0.44% Add +10.2% 355,854 $26.0M
SG Americas Securities, LLC 0.01% Reduce -41.7% 274,076 $22.4M
Nordea Investment Management AB 0.02% Reduce -3.0% 273,694 $22.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +348.7% 269,644 $22.0M
Susquehanna Fundamental Investments, LLC 0.38% New 247,900 $20.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -0.8% 241,927 $19.7M
RJA Asset Management LLC 6.14% Reduce -1.6% 241,600 $19.7M
AQR Capital Management 0.01% Reduce -45.9% 237,138 $19.3M
Allen Holding Inc. 1.85% No change 230,000 $18.8M
Russell Investments Group, Ltd. 0.02% Add +162.4% 223,644 $18.2M
Eurizon Capital SGR S.p.A. 0.05% Add +24.7% 223,510 $18.2M
Barclays PLC 0.01% Add +0.6% 220,834 $18.0M
LPL Financial LLC 0.00% Reduce -9.4% 211,892 $17.3M
Aviva PLC 0.03% Add +0.9% 208,226 $17.0M
Meridiem Capital Partners LP 0.75% New 201,047 $16.4M
Signature Estate & Investment Advisors LLC 0.27% New 184,420 $15.0M
Gillson Capital LP 0.87% Reduce -45.2% 180,609 $14.7M
HSBC Holdings PLC 0.01% Add +6.2% 174,950 $14.3M
Mane Global Capital Management LP 1.14% Reduce -36.1% 169,763 $13.8M
Nomura Holdings Inc. 0.06% Add +1257.5% 159,619 $13.0M
Osterweis Capital Management Inc. 0.70% Add +159.4% 157,605 $12.9M
Intercapital, LLC 5.60% Reduce -32.9% 156,568 $12.8M
Interval Partners, LP 0.39% Add +18.7% 150,581 $12.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +7.1% 147,704 $12.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +4.9% 147,143 $12.0M
State of Wisconsin Investment Board 0.02% Add +0.6% 144,118 $11.8M
New York State Common Retirement Fund 0.01% Add +5.4% 141,915 $11.6M
Tredje AP-fonden 0.05% Add +51.4% 141,451 $11.5M
Penserra Capital Management LLC 0.09% Reduce -28.7% 140,635 $11.5M
Jones Financial Companies LLLP 0.00% Add +416.1% 143,904 $11.4M
Pathstone Holdings, LLC 0.03% Add +595.6% 139,474 $11.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +27.6% 139,455 $11.4M
BNP Paribas Financial Markets 0.01% Reduce -46.7% 135,112 $11.0M
Abdiel Capital Advisors, LP 21.21% No change 134,741 $11.0M
Osaic Holdings, Inc. 0.01% Add +298.8% 133,893 $10.9M
Teachers Retirement System of the State of Kentucky 0.07% No change 132,852 $10.8M
Vanguard Investments Australia, Ltd. 0.03% Add +3.8% 132,151 $10.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -12.7% 132,103 $10.8M
Bank of Montreal 0.00% Add +418.4% 130,189 $10.6M
Lord, Abbett & Co. LLC 0.03% Add +1.6% 128,006 $10.4M
Sora Investors LLC 0.80% New 127,664 $10.4M
Police & Firemen's Retirement System of New Jersey 0.08% Add +8.7% 127,116 $10.4M
Natixis Advisors, LLC 0.01% New 126,425 $10.3M
Catalyst Private Wealth, LLC 4.93% Add +0.3% 125,224 $10.2M
Treasurer of the State of North Carolina 0.03% Add +1.4% 119,300 $9.7M
Allen Investment Management, LLC 0.11% No change 116,683 $9.5M
Danske Bank A/S 0.02% Add +4.5% 115,200 $9.4M
Vanguard Global Advisers, LLC 0.00% Reduce -4.2% 113,957 $9.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +4.1% 112,522 $9.2M
Maytus Capital Management, LLC 1.43% New 111,847 $9.1M
KLP Kapitalforvaltning As 0.03% Add +13.1% 111,600 $9.1M
Victory Capital Management Inc. 0.01% Reduce -0.0% 110,032 $9.0M
Korea Investment CORP 0.02% Add +1.1% 108,711 $8.9M
Divisadero Street Capital Management, LP 0.20% Add +12.3% 106,735 $8.7M
Asset Management One Co., Ltd. 0.02% Add +1.9% 104,373 $8.5M
Omega Financial Group, LLC 2.57% No change 103,627 $8.5M
Allianz Asset Management GmbH 0.01% Reduce -38.8% 100,387 $8.2M
Steadview Capital Management LLC 2.42% Reduce -31.8% 98,730 $8.1M
a16z Perennial Management, L.P. 0.65% Reduce -5.0% 98,020 $8.0M
Clear Street Group Inc. 0.03% Add +3.5% 97,803 $8.0M
Pictet Asset Management Holding SA 0.01% Add +2.2% 97,356 $7.9M
Militia Capital Management LLC 1.36% Add +1.8% 92,502 $7.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -5.8% 91,950 $7.5M
IMC-Chicago, LLC 0.07% Reduce -18.5% 91,880 $7.5M
State of New Jersey Common Pension Fund D 0.03% Reduce -4.4% 90,601 $7.4M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.7% 87,120 $7.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -6.9% 83,445 $6.8M
Catalyst Funds Management Pty Ltd 0.37% Add +99.4% 80,973 $6.6M
Mn Services Vermogensbeheer B.V. 0.05% New 80,900 $6.6M
Handelsbanken Fonder AB 0.02% Add +6.5% 80,200 $6.5M
Public Employees Retirement System of Ohio 0.02% Reduce -0.2% 79,844 $6.5M
Arizona State Retirement System 0.03% Add +6.6% 79,645 $6.5M
Walleye Capital LLC 0.03% Reduce -2.9% 79,174 $6.5M
Resona Asset Management Co.,Ltd. 0.03% Reduce -6.3% 75,860 $6.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% New 75,511 $6.2M
Renaissance Technologies 0.01% Add +1167.8% 74,800 $6.1M
Nykredit A/S 0.02% — 73,613 $6.0M
Globeflex Capital L P 0.76% Add +31.0% 73,405 $6.0M
ExodusPoint Capital Management, LP 0.06% New 72,795 $5.9M
Creative Planning 0.00% Add +19.2% 71,069 $5.8M
Ballentine Partners, LLC 0.07% Add +0.9% 69,885 $5.7M
Liberty Mutual Group Asset Management Inc. 0.49% No change 69,374 $5.7M
Readystate Asset Management LP 0.36% Add +4.6% 67,315 $5.5M
Los Angeles Capital Management LLC 0.02% Reduce -86.6% 66,653 $5.4M
Xponance LLC 0.03% Add +21.3% 64,859 $5.3M
IFM Investors Pty Ltd 0.03% Add +17.3% 63,449 $5.2M
FIL Ltd 0.00% Reduce -64.9% 62,380 $5.1M
KR Capital LP 0.49% New 61,132 $5.0M
Faithward Advisors, LLC 0.60% Reduce -2.2% 60,792 $5.0M
Zacks Investment Management 0.03% Add +5.4% 58,686 $4.8M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +951.4% 57,826 $4.7M
Robeco Institutional Asset Management B.V. 0.01% Reduce -17.9% 57,500 $4.7M
Karl Kapital LLC 2.74% Reduce -59.7% 56,496 $4.6M
Alliancebernstein L.P. 0.00% Reduce -0.3% 100,533 $4.6M
DNB Asset Management AS 0.01% Add +4.7% 56,276 $4.6M
SEB Asset Management AB 0.02% Add +4.5% 55,890 $4.6M
Ensign Peak Advisors, Inc 0.01% Add +8.5% 54,549 $4.4M
Cetera Investment Advisers 0.00% Reduce -8.4% 53,393 $4.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +5.7% 51,729 $4.2M
Two Sigma Investments, LP 0.00% New 51,322 $4.2M
TD Asset Management Inc 0.00% Add +0.9% 50,917 $4.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +23.3% 50,480 $4.1M
Truist Financial Corp. 0.00% Add +4.4% 49,959 $4.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.15% Reduce -12.7% 48,850 $4.0M
Donoghue Forlines LLC 1.01% New 48,009 $3.9M
Linden Thomas Advisory Services, LLC 0.31% Add +2.9% 47,819 $3.9M
Stifel Financial Corp. 0.00% Add +17.9% 45,980 $3.7M
Silvant Capital Management LLC 0.11% Add +25.0% 45,191 $3.7M
Blair William & Co. 0.01% Reduce -19.9% 45,008 $3.7M
Federation des caisses Desjardins du Quebec 0.01% Add +9.9% 44,666 $3.6M
Odyssean, LLC 0.58% Add +139.1% 43,968 $3.6M
Wakefield Asset Management LLLP 0.81% Reduce -0.6% 43,936 $3.6M
Jump Financial, LLC 0.03% New 43,300 $3.5M
TD Waterhouse Canada Inc. 0.01% Add +386.5% 51,844 $3.5M
Galaxy Digital Capital Management GP LLC 2.10% New 43,000 $3.5M
Quantbot Technologies LP 0.14% New 42,638 $3.5M
Mount Vernon Associates Inc. 2.26% Reduce -2.1% 42,575 $3.5M
Compound Planning, Inc. 0.09% Reduce -2.9% 41,855 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +9.8% 41,597 $3.4M
KBC Group NV 0.01% Reduce -0.7% 40,434 $3.3M
Baird Financial Group, Inc. 0.00% Reduce -4.3% 39,999 $3.3M
Vanguard Personalized Indexing Management, LLC 0.03% Add +9.2% 38,454 $3.1M
Jasper Ridge Partners, L.P. 0.07% No change 38,086 $3.1M
J. Safra Sarasin Holding AG 0.04% No change 37,724 $3.1M
Toronto Dominion Bank 0.01% Add +7.0% 37,539 $3.1M
Nissay Asset Management Corp. /Japan 0.01% Add +5.1% 37,164 $3.0M
BloombergSen Inc. 0.34% No change 36,889 $3.0M
Hudson Bay Capital Management LP 0.02% Add +75.5% 36,866 $3.0M
Commonwealth Equity Services, LLC 0.00% Add +9.8% 36,267 $3.0M
Oak Thistle LLC 0.28% Add +319.9% 35,988 $2.9M
Employees Retirement System of Texas 0.03% No change 35,771 $2.9M
D. E. Shaw & Co. 0.00% Reduce -80.9% 35,333 $2.9M
Jefferies Financial Group Inc. 0.03% Reduce -36.4% 34,669 $2.8M
Integris Wealth Management, LLC 0.57% Add +13.7% 34,568 $2.8M
Thrivent Financial for Lutherans 0.00% Add +11.9% 33,993 $2.8M
Swiss Life Asset Management Ltd 0.01% Add +25.4% 33,305 $2.7M
Cerity Partners LLC 0.00% Add +27.0% 32,981 $2.7M
Lotus Technology Management, LP 3.26% New 31,909 $2.7M
XTX Topco Ltd 0.03% Reduce -44.1% 32,329 $2.6M
OP Asset Management Ltd 0.03% Add +12.5% 32,263 $2.6M
Advisory Resource Group 0.39% Add +7.1% 32,169 $2.6M
Entropy Technologies, LP 0.10% New 31,898 $2.6M
NewEdge Advisors, LLC 0.01% Add +8.4% 31,612 $2.6M
Corient Private Wealth LP 0.00% Add +101.4% 31,063 $2.5M
Atlantic Edge Private Wealth Management, LLC 0.52% New 30,785 $2.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% Add +9.8% 30,310 $2.5M
Dymon Asia Capital (singapore) Pte. LTD. 0.39% New 30,000 $2.4M
Nisa Investment Advisors, LLC 0.01% Reduce -10.9% 29,378 $2.4M
MML Investors Services, LLC 0.00% Add +18.5% 28,738 $2.3M
Mercer Global Advisors Inc. 0.00% Reduce -6.1% 28,223 $2.3M
US Bancorp \de 0.00% Add +32.1% 28,144 $2.3M
Captrust Financial Advisors 0.00% Add +6.3% 27,958 $2.3M
Neo Ivy Capital Management 0.52% Add +112.2% 27,755 $2.3M
Oppenheimer Asset Management Inc. 0.02% Add +5.2% 27,709 $2.3M
Allstate Corp. 0.02% Reduce -0.3% 27,532 $2.2M
Capula Management Ltd 0.01% Add +20.0% 27,322 $2.2M
Jupiter Topco LLC 0.00% — 26,909 $2.2M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +1.1% 26,737 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 26,603 $2.2M
O'Neil Global Advisors, Inc. 0.48% New 26,576 $2.2M
National Pension Service 0.00% Reduce -22.8% 25,787 $2.1M
Storebrand Asset Management As 0.01% Reduce -6.6% 24,746 $2.0M
ASR Vermogensbeheer N.V. 0.02% Add +369.7% 24,289 $2.0M
M&T Bank Corp 0.01% Reduce -3.9% 23,964 $2.0M
Squarepoint Ops LLC 0.00% New 23,908 $1.9M
Nvwm, LLC 0.39% Add +1004.3% 23,642 $1.9M
Consolidated Investment Group LLC 0.17% New 23,475 $1.9M
Summit Trail Advisors, LLC 0.02% Reduce -5.1% 23,466 $1.9M
Public Employees Retirement Association of Colorado 0.01% No change 23,329 $1.9M
Trexquant Investment LP 0.01% New 23,308 $1.9M
HighTower Advisors, LLC 0.00% Reduce -7.4% 22,139 $1.8M
RFG Advisory, LLC 0.03% Add +14.4% 21,931 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Reduce -0.1% 21,548 $1.8M
Private Advisor Group, LLC 0.01% Add +351.2% 21,494 $1.8M
Nicholas Hoffman & Company, LLC. 0.04% Reduce -5.8% 21,272 $1.7M
Herbst Group, LLC 0.94% Reduce -14.7% 21,250 $1.7M
Sciencast Management LP 0.36% New 21,056 $1.7M
Gulf International Bank (UK) Ltd 0.03% Reduce -1.5% 20,877 $1.7M
Fortune Financial Advisors, LLC 0.72% No change 20,700 $1.7M
SteelPeak Wealth, LLC 0.04% Add +0.1% 20,428 $1.7M
Amalgamated Bank 0.01% Add +8.0% 20,334 $1.7M
Mackenzie Financial Corp. 0.00% Add +1.2% 20,255 $1.7M
Inspire Investing, LLC 0.07% New 20,108 $1.6M
Vestmark Advisory Solutions, Inc. 0.01% New 19,485 $1.6M
Saudi Central Bank 0.02% Add +91.6% 19,445 $1.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.05% Add +2488.3% 19,257 $1.6M
Candriam S.C.A. 0.01% Add +3.2% 19,124 $1.6M
Ardmore Road Asset Management LP 0.09% Reduce -96.8% 19,100 $1.6M
Biltmore Family Office, LLC 0.20% Add +7.2% 18,944 $1.5M
J.Safra Asset Management Corp 0.07% Add +19.4% 18,874 $1.5M
Prelude Capital Management, LLC 0.11% Reduce -46.9% 18,821 $1.5M
Savant Capital, LLC 0.00% Reduce -0.9% 18,627 $1.5M
Dark Forest Capital Management LP 0.10% Reduce -87.6% 18,568 $1.5M
World Investment Advisors 0.03% Reduce -0.0% 32,890 $1.5M
OpenArc Corporate Advisory, LLC 0.02% Reduce -7.3% 18,470 $1.5M
Banco Santander, S.A. 0.01% Add +229.6% 18,409 $1.5M
Gateway Investment Advisers LLC 0.01% Add +1.2% 18,217 $1.5M
Credit Agricole S A 0.00% Add +2.4% 18,160 $1.5M
Mediolanum International Funds Ltd 0.01% New 17,813 $1.5M
Man Group plc 0.00% Reduce -21.1% 17,834 $1.5M
Investment Management Corp of Ontario 0.02% Reduce -9.7% 17,761 $1.4M
Prospera Financial Services Inc 0.02% Add +4.0% 17,575 $1.4M
Andra AP-fonden 0.02% Reduce -89.0% 17,500 $1.4M
Dockside LLC 0.32% — 16,934 $1.4M
Inceptionr LLC 0.33% Add +88.8% 16,695 $1.4M
Sequoia Financial Advisors, LLC 0.01% Reduce -2.7% 16,519 $1.3M
Mission Wealth Management, LP 0.02% Reduce -16.4% 16,451 $1.3M
Blueshift Asset Management, LLC 0.31% Reduce -69.6% 16,344 $1.3M
Abn Amro Investment Solutions 0.01% Add +49.3% 16,314 $1.3M
Rakuten Investment Management, Inc. 0.00% Add +16.5% 15,984 $1.3M
Woodline Partners LP 0.00% Add +47.4% 15,856 $1.3M
Vident Advisory, LLC 0.01% Add +1.3% 15,829 $1.3M
Maryland State Retirement & Pension System 0.02% Add +15.3% 15,737 $1.3M
MetLife Investment Management, LLC 0.01% Add +31.0% 15,571 $1.3M
Landscape Capital Management, L.L.C. 0.08% Reduce -91.5% 15,325 $1.2M
SBI Securities Co., Ltd. 0.03% Reduce -66.5% 15,191 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +53.1% 14,510 $1.2M
Manufacturers Life Insurance Company, The 0.00% Add +0.1% 14,730 $1.2M
Advisory Services Network, LLC 0.01% Add +272.6% 14,685 $1.2M
Utah Retirement Systems 0.01% No change 14,580 $1.2M
Empowered Funds, LLC 0.01% Reduce -68.6% 14,481 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +21.6% 14,116 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +8.2% 14,062 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +9.3% 14,052 $1.1M
Havemeyer Place LP 0.11% New 13,964 $1.1M
Myecfo, LLC 0.43% No change 13,921 $1.1M
Independent Advisor Alliance 0.03% Reduce -1.7% 13,778 $1.1M
Swedbank AB 0.00% No change 13,772 $1.1M
Gladstone Institutional Advisory LLC 0.04% Reduce -23.5% 13,659 $1.1M
Bleakley Financial Group, LLC 0.01% Add +1.6% 13,598 $1.1M
Choreo, LLC 0.01% Add +175.8% 13,544 $1.1M
CSS LLC 0.15% No change 13,540 $1.1M
CIBC Asset Management Inc 0.00% Add +3.3% 13,492 $1.1M
Tidal Investments LLC 0.00% New 13,449 $1.1M
Caprock Group, LLC 0.02% Add +7.2% 13,094 $1.1M
Intech Investment Management LLC 0.01% No change 12,598 $1.0M
Cresset Asset Management, LLC 0.00% Add +45.9% 12,563 $1.0M
Vise Technologies, Inc. 0.01% Add +168.0% 12,319 $1.0M
Fideuram Asset Management (Ireland) dac 0.02% New 13,936 $992K
Baltimore-Washington Financial Advisors, Inc. 0.04% No change 12,000 $979K
GAMCO Investors 0.01% No change 12,000 $979K
Franklin Resources Inc. 0.00% Reduce -11.3% 11,836 $965K
RB Capital Management, LLC 0.19% New 11,659 $951K
CIBC Bancorp USA Inc. 0.00% Reduce -6.6% 11,616 $945K
Osmosis Investment Management UK Ltd 0.04% Reduce -53.8% 11,448 $934K
Fifth Third Bancorp 0.00% Add +100.7% 11,416 $931K
BBR Partners, LLC 0.04% No change 11,366 $927K
Rhodes Investment Advisors Inc. 0.67% Reduce -1.1% 11,229 $916K
Polymer Capital Management (US) LLC 0.13% Reduce -60.0% 11,079 $903K
PCM Encore, LLC 0.16% Add +0.4% 11,023 $899K
QRG Capital Management, Inc. 0.01% Add +11.8% 10,829 $883K
Paragon Capital Management Ltd 0.17% No change 10,770 $878K
J. Goldman & Co LP 0.03% New 10,708 $873K
Lombard Odier Asset Management (Switzerland) SA 0.03% New 10,500 $856K
FJ Capital Management LLC 0.11% New 10,378 $846K
Park Avenue Securities LLC 0.01% Add +7.7% 10,354 $844K
Centiva Capital, LP 0.03% Reduce -84.0% 10,306 $840K
Wedmont Private Capital 0.02% Reduce -3.7% 9,959 $831K
Diker Management LLC 0.63% New 10,000 $816K
Northstar Asset Management Inc. 0.24% New 10,000 $816K
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.6% 9,913 $808K
Atria Investments, Inc 0.01% New 9,690 $790K
Townsquare Capital LLC 0.14% New 9,645 $787K
Janney Montgomery Scott LLC 0.00% New 9,608 $784K
Evolutionary Tree Capital Management, LLC 1.46% Reduce -61.3% 9,521 $776K
Quadcap Wealth Management, LLC 0.08% Add +9.5% 9,520 $776K
Baker Avenue Asset Management, LP 0.01% Reduce -30.2% 9,481 $773K
United Capital Financial Advisors, LLC 0.00% Add +26.5% 9,426 $769K
Geneos Wealth Management Inc. 0.02% Reduce -8.6% 9,372 $764K
White Lighthouse Investment Management Inc. 0.09% Add +13.1% 9,140 $745K
Royal London Asset Management Ltd. 0.00% Reduce -9.6% 9,080 $740K
Dynamic Technology Lab Private Ltd 0.16% New 9,040 $737K
Polen Capital Management LLC 0.01% Add +88.1% 8,958 $731K
Pacific Sage Partners, LLC 0.10% Reduce -35.7% 8,870 $723K
Picton Mahoney Asset Management 0.01% Reduce -4.2% 8,781 $716K
Vontobel Holding Ltd. 0.00% Reduce -91.9% 8,750 $714K
MAI Capital Management 0.00% Reduce -14.9% 8,689 $709K
Calamos Advisors LLC 0.00% New 8,650 $705K
First Trust Advisors LP 0.00% Reduce -94.3% 8,628 $704K
Voleon Capital Management LP 0.01% New 8,519 $695K
Encompass More Asset Management 0.10% New 8,515 $694K
Aspire Capital Advisors LLC 0.14% Add +8.2% 8,507 $694K
Flputnam Investment Management Co. 0.01% New 8,377 $683K
Schroder Investment Management Group 0.00% Add +10.0% 8,328 $679K
North Dakota State Investment Board 0.03% Add +1.7% 8,173 $667K
Mason & Associates Inc 0.11% Reduce -16.9% 8,117 $662K
Sanctuary Advisors, LLC 0.00% New 8,102 $661K
Ieq Capital, LLC 0.00% Reduce -11.7% 8,002 $653K
Praxis Investment Management Inc. 0.03% No change 7,910 $645K
Central Pacific Bank - Trust Division 0.07% No change 7,831 $639K
Blue Trust, Inc. 0.01% Add +1212.3% 7,598 $620K
Macquarie Group Ltd. 0.00% Reduce -31.6% 7,413 $605K
National Bank of Canada 0.00% Add +6.7% 7,365 $601K
Ellevest, Inc. 0.07% Reduce -4.7% 7,341 $599K
Signaturefd, LLC 0.01% Add +1.0% 7,317 $597K
Simplicity Wealth,LLC 0.02% Reduce -62.5% 7,297 $595K
Ethic Inc. 0.01% Add +56.8% 7,262 $592K
HB Wealth Management, LLC 0.00% Add +18.6% 7,227 $589K
Global Retirement Partners, LLC 0.01% — 7,188 $586K
Independent Financial Group, LLC 0.01% Reduce -57.3% 7,045 $575K
Shearwater Capital LLC 0.27% No change 7,000 $571K
&partners 0.00% Reduce -52.4% 6,981 $568K
UniSuper Management Pty Ltd 0.00% Add +47.4% 6,778 $553K
E. Ohman J:or Asset Management AB 0.01% No change 6,760 $551K
Cravens & Co Advisors, LLC 0.37% Reduce -27.2% 6,751 $551K
Oder Investment Management, LLC 0.37% No change 6,665 $544K
Alliance Wealth Advisors, LLC 0.10% New 6,600 $538K
Emerald Mutual Fund Advisers Trust 0.02% No change 6,520 $532K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +11743.6% 6,514 $531K
Evergreen Capital Management LLC 0.01% New 6,487 $529K
Avior Wealth Management, LLC 0.01% Add +19.8% 6,429 $524K
STRS Ohio 0.00% Reduce -74.7% 6,291 $513K
Dana Investment Advisors, Inc. 0.01% Reduce -1.7% 6,288 $513K
Portside Wealth Group, LLC 0.06% New 6,279 $512K
Boothbay Fund Management, LLC 0.01% Reduce -34.4% 6,214 $507K
Meeder Advisory Services, Inc. 0.02% No change 6,212 $507K
Prudential Financial Inc. 0.00% Reduce -29.6% 6,205 $506K
Huntleigh Advisors, Inc. 0.07% Reduce -0.4% 6,186 $504K
Kestra Private Wealth Services, LLC 0.01% Add +7.8% 6,182 $504K
B. Metzler seel. Sohn & Co. AG 0.00% No change 6,168 $503K
Gsa Capital Partners LLP 0.03% Add +26.4% 6,114 $499K
Two Sigma Securities, LLC 0.04% New 5,985 $488K
Wealthfront Advisers LLC 0.00% Reduce -1.6% 5,786 $472K
Personal Cfo Solutions, LLC 0.07% Add +6.8% 5,706 $465K
GAMMA Investing LLC 0.02% Add +25.3% 5,609 $457K
Parallel Advisors, LLC 0.01% Add +24.2% 5,585 $456K
Sagespring Wealth Partners, LLC 0.01% New 5,561 $454K
Integrated Wealth Concepts LLC 0.00% Reduce -9.1% 5,560 $453K
Aaron Wealth Advisors LLC 0.02% Add +4.2% 5,557 $453K
Ancora Advisors LLC 0.01% Add +57.1% 5,500 $449K
Ostrum Asset Management 0.02% No change 5,496 $448K
Kera Capital Partners, Inc. 0.04% Reduce -1.0% 5,436 $443K
Bluebird Wealth Management LLC 0.38% Reduce -9.2% 5,396 $440K
Vestcor Inc 0.01% No change 5,341 $436K
Lido Advisors, LLC 0.00% New 5,125 $418K
Choate Investment Advisors 0.01% No change 5,120 $418K
Norden Group LLC 0.03% New 5,093 $415K
Vann Equity Management LLC 0.25% Reduce -2.2% 5,076 $414K
Kestra Advisory Services, LLC 0.00% Add +4.6% 4,975 $406K
Savvy Advisors, Inc. 0.01% Add +8.4% 4,961 $405K
Farther Finance Advisors, LLC 0.00% Add +1.0% 4,914 $401K
Prudential PLC 0.00% No change 4,858 $396K
Bank of Nova Scotia 0.00% Add +8.3% 4,788 $390K
Capital Markets Trading UK LLP 0.28% New 4,767 $389K
Apollon Wealth Management, LLC 0.00% Reduce -10.0% 4,755 $388K
TCW Group Inc. 0.00% Add +7.5% 4,754 $388K
Commerce Bank 0.00% Add +8.1% 4,730 $386K
Merit Financial Group, LLC 0.00% New 4,708 $384K
Advisors Asset Management, Inc. 0.01% Add +19.2% 4,685 $382K
Versant Capital Management, Inc 0.03% Add +34.7% 4,652 $379K
Y-Intercept (Hong Kong) Ltd 0.01% New 4,621 $377K
Capital Advisors Inc. 0.01% Reduce -4.4% 4,497 $367K
Blackstone Inc. 0.00% New 4,380 $357K
Callan Family Office, LLC 0.01% New 4,323 $353K
PFG Advisors 0.02% New 4,272 $348K
Diversified Trust Co. 0.01% Reduce -5.4% 4,145 $338K
IFP Advisors, Inc 0.01% Add +9.2% 4,080 $333K
Siemens Fonds Invest GmbH 0.02% Add +8.0% 4,034 $329K
Marex Group Ltd 0.00% Reduce -76.4% 4,027 $328K
Ritholtz Wealth Management 0.00% New 4,006 $327K
Par Capital Management Inc. 0.01% New 4,000 $326K
Financiere des Professionnels - Fonds d'investissement inc. 0.02% Reduce -82.3% 3,954 $322K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +25.4% 3,951 $319K
Chicago Partners Investment Group LLC 0.01% Add +0.4% 4,467 $318K
Royal Fund Management, LLC 0.03% Reduce -88.5% 3,844 $313K
Frank, Rimerman Advisors LLC 0.02% New 3,799 $310K
Yousif Capital Management, LLC 0.00% New 3,775 $308K
Envestnet Portfolio Solutions, Inc. 0.00% New 3,760 $307K
Spartan Wealth Advisory Services LLC 0.03% New 3,757 $306K
Oxford Asset Management LLP 0.15% New 3,689 $301K
Venturi Wealth Management, LLC 0.01% New 3,672 $299K
One Wealth Capital Management, LLC 0.08% New 3,609 $294K
SeaCrest Wealth Management, LLC 0.03% New 3,560 $290K
Cibc World Market Inc. 0.00% New 3,526 $288K
F&V Capital Management, LLC 0.05% New 3,426 $279K
Gables Capital Management Inc. 0.10% Reduce -46.0% 3,400 $277K
Syon Capital LLC 0.01% New 3,313 $270K
Alyeska Investment Group, L.P. 0.00% New 3,292 $268K
Congress Park Capital LLC 0.07% New 3,250 $265K
Arax Advisory Partners 0.00% Add +608.7% 3,246 $265K
Leonteq Securities AG 0.02% Reduce -94.3% 3,235 $264K
Quadrature Capital Ltd 0.00% New 3,213 $262K
EverSource Wealth Advisors, LLC 0.01% Add +17.7% 3,203 $261K
Elevation Point Wealth Partners, LLC 0.00% New 3,142 $256K
Seelaus Asset Management LLC 0.18% New 3,059 $249K
Balefire, LLC 0.04% New 3,040 $248K
Prime Capital Investment Advisors, LLC 0.00% New 3,024 $247K
Rareview Capital LLC 0.14% No change 3,541 $245K
Allworth Financial LP 0.00% Add +52.6% 2,980 $243K
Intellectus Partners, LLC 0.04% New 2,966 $242K
Zions Bancorporation, National Association 0.01% Add +986.8% 2,956 $241K
Keybank National Association 0.00% New 2,907 $237K
OneDigital Investment Advisors LLC 0.00% New 2,905 $237K
PFG Investments, LLC 0.01% Reduce -53.0% 2,880 $235K
AlphaCore Capital LLC 0.00% New 2,865 $234K
Valeo Financial Advisors, LLC 0.00% New 2,853 $233K
Brighton Jones LLC 0.00% New 2,852 $233K
Mutual of America Capital Management LLC 0.00% New 2,851 $232K
Freestone Capital Holdings, LLC 0.01% New 2,827 $231K
Birch Financial Group, LLC 0.12% New 2,793 $228K
Axim Planning & Wealth 0.32% New 2,763 $225K
Spire Wealth Management 0.01% Add +4.3% 2,668 $218K
111 Capital 0.04% New 2,660 $217K
DMC Group, LLC 0.15% New 2,655 $217K
Proficio Capital Partners LLC 0.01% New 2,647 $216K
Cigna Investments Inc. 0.03% New 2,640 $215K
Smartleaf Asset Management LLC 0.01% No change 2,621 $214K
Coldstream Capital Management Inc. 0.00% New 2,621 $214K
Rakuten Securities, Inc. 0.05% Reduce -38.7% 2,534 $207K
Aberdeen Group plc 0.00% New 2,512 $205K
Citizens Financial Group Inc. 0.00% New 2,486 $203K
Banque Cantonale Vaudoise 0.01% New 2,326 $190K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -33.0% 2,244 $183K
Rothschild Investment LLC 0.01% Add +882.8% 2,113 $172K
NFSG Corp 0.02% Reduce -8.3% 2,107 $172K
Volterra Technologies LP 0.10% New 1,959 $160K
Sterling Capital Management LLC 0.00% Reduce -62.3% 1,848 $151K
Twin Lakes Capital Management, LLC 0.06% No change 1,811 $148K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 1,800 $147K
Cullen/Frost Bankers, Inc. 0.00% Add +41.2% 1,471 $120K
Lanark Financial, Inc. 0.01% Reduce -1.8% 1,394 $114K
Lazard Asset Management LLC 0.00% New 1,386 $113K
Larson Financial Group LLC 0.00% Add +7.4% 1,352 $110K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% No change 1,314 $107K
Quarry LP 0.02% Reduce -57.3% 1,261 $103K
Transamerica Financial Advisors, LLC 0.01% Add +83.9% 1,197 $98K
Hollencrest Capital Management 0.01% New 1,186 $97K
Westside Investment Management, Inc. 0.01% No change 1,170 $95K
Harbor Investment Advisory, LLC 0.01% New 1,113 $91K
Ossiam 0.00% Reduce -61.9% 1,062 $87K
CX Institutional 0.00% Add +2724.3% 1,045 $85K
Valley National Advisers Inc. 0.01% No change 983 $80K
Institute for Wealth Management, LLC. 0.01% Reduce -97.8% 859 $70K
UMB Bank, n.a. 0.00% Add +4.0% 803 $65K
Quent Capital, LLC 0.00% Add +53.7% 741 $60K
Blume Capital Management, Inc. 0.01% Reduce -3.3% 730 $60K
Huntington National Bank 0.00% Add +3531.6% 690 $56K
Osbon Capital Management LLC 0.04% No change 661 $54K
Washington Trust Advisors, Inc. 0.00% New 601 $49K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 600 $49K
Oslo Pensjonsforsikring AS 0.01% Reduce -61.0% 562 $46K
CVA Family Office, LLC 0.00% Add +37.9% 509 $42K
Capital Advisors, Ltd. LLC 0.00% No change 489 $40K
Harbour Investments, Inc. 0.00% Add +15.4% 464 $38K
Keating Financial Advisory Services, Inc. 0.00% Add +20.4% 460 $38K
Strive Financial Group ,LLC 0.02% No change 450 $37K
V-Square Quantitative Management LLC 0.00% Reduce -15.1% 439 $36K
Triumph Capital Management 0.01% No change 428 $35K
Mather Group, Llc. 0.00% Reduce -4.1% 401 $33K
SWAN Capital LLC 0.01% No change 400 $33K
TD Private Client Wealth LLC 0.00% Add +115.5% 390 $32K
Assetmark, Inc. 0.00% Add +21.2% 371 $30K
Purpose Unlimited Inc. 0.00% Reduce -0.8% 355 $29K
Garden State Investment Advisory Services LLC 0.01% No change 354 $29K
Bessemer Group Inc. 0.00% Reduce -0.6% 328 $27K
Burnham & Co LLC 0.02% — 300 $24K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -10.8% 299 $24K
Owl Creek Wealth Partners LLC 0.01% No change 290 $24K
Holos Integrated Wealth LLC 0.01% No change 259 $22K
Private Wealth Management Group, LLC 0.00% No change 252 $21K
Fortitude Family Office, LLC 0.00% Add +5.0% 252 $21K
McGuire Capital Advisors Inc. 0.01% No change 250 $20K
Signature Equity Partners, LLC 0.01% Add +892.0% 248 $20K
Bokf, NA 0.00% New 243 $20K
Fiduciary Financial Advisors 0.00% New 206 $17K
Tacita Capital Inc 0.01% No change 200 $16K
Bell Investment Advisors, Inc 0.00% Reduce -5.8% 194 $16K
Sachetta, LLC 0.01% Add +4.1% 176 $14K
JDM Financial Group LLC 0.00% No change 167 $14K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +3.2% 163 $13K
HM Payson & Co. 0.00% No change 163 $13K
Basecamp Wealth Advisors LLC 0.00% Reduce -19.1% 157 $13K
Brown Brothers Harriman & Co. 0.00% No change 157 $13K
IFG Advisory, LLC 0.00% New 150 $12K
Aspect Partners, LLC 0.00% Reduce -20.9% 148 $12K
Avion Wealth 0.00% Add +19.1% 156 $12K
JFS Wealth Advisors, LLC 0.00% Add +37.4% 147 $12K
Elevation Wealth Partners, LLC 0.00% Add +85.1% 137 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -98.9% 129 $11K
Bruce G. Allen Investments, LLC 0.01% No change 123 $10K
Covestor Ltd 0.01% Add +0.8% 126 $10K
Bogart Wealth, LLC 0.00% Add +80.7% 112 $9K
Financial Consulate, Inc. 0.00% Add +2500.0% 104 $8K
Ankerstar Wealth, LLC 0.01% Reduce -44.9% 103 $8K
Copia Wealth Management 0.01% No change 102 $8K
Bayban 0.01% No change 100 $8K
Byrne Asset Management LLC 0.00% Reduce -60.0% 100 $8K
Tower View Wealth Management LLC 0.00% No change 100 $8K
Bfsg, LLC 0.00% No change 100 $8K
SouthState Bank Corp 0.00% Reduce -74.5% 96 $8K
Raiffeisen Bank International AG 0.00% Reduce -51.3% 95 $8K
Physician Wealth Advisors, Inc. 0.00% Add +1.1% 95 $8K
Abound Financial, LLC 0.00% No change 85 $7K
True Wealth Design, LLC 0.00% Add +46.4% 82 $7K
JPL Wealth Management, LLC 0.00% Add +9.9% 78 $6K
Cromwell Holdings LLC 0.00% Add +45.3% 77 $6K
Hantz Financial Services, Inc. 0.00% Reduce -15.7% 75 $6K
Vision Retirement, LLC 0.00% Reduce -40.6% 73 $6K
SJS Investment Consulting Inc. 0.00% Reduce -18.4% 71 $6K
Meeder Asset Management Inc. 0.00% Add +18.6% 70 $6K
Cedar Mountain Advisors, LLC 0.00% No change 67 $5K
Armstrong Advisory Group, Inc. 0.00% No change 65 $5K
Cornerstone Planning Group LLC 0.00% Add +3.4% 61 $5K
City State Bank 0.00% No change 55 $4K
Torren Management, LLC 0.00% No change 53 $4K
Arlington Trust Co LLC 0.00% No change 53 $4K
LifeSteps Financial, Inc. 0.00% New 51 $4K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% No change 50 $4K
Clearstead Trust, LLC 0.00% Add +2.0% 50 $4K
SHP Wealth Management 0.00% Add +6.7% 48 $4K
IMA Advisory Services, Inc. 0.00% Add +54.8% 48 $4K
Silver Grove Financial Group, Inc. 0.00% New 47 $4K
Retirement Wealth Solutions LLC 0.00% Add +25.7% 44 $4K
SOA Wealth Advisors, LLC. 0.00% No change 41 $3K
Ameriflex Group, Inc. 0.00% New 40 $3K
Creative Capital Management Investments LLC 0.00% New 39 $3K
North Star Investment Management Corp. 0.00% Reduce -51.9% 38 $3K
Rialto Wealth Management, LLC 0.00% Add +560.0% 33 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +33.3% 32 $3K
Parkside Financial Bank & Trust 0.00% Reduce -27.9% 31 $3K
Hughes Financial Services, LLC 0.00% Add +93.8% 31 $3K
Manning & Napier Advisors LLC 0.00% New 30 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +76.5% 30 $2K
Raffa Wealth Management, LLC 0.00% Add +50.0% 30 $2K
American Capital Advisory, LLC 0.00% Add +66.7% 25 $2K
Rossby Financial, LCC 0.00% Reduce -10.7% 25 $2K
Winthrop Capital Management, LLC 0.00% New 25 $2K
LRI Investments, LLC 0.00% Add +100.0% 24 $2K
Financial Network Wealth Advisors LLC 0.00% New 23 $2K
HFM Investment Advisors, LLC 0.00% Add +228.6% 23 $2K
Asset Dedication, LLC 0.00% No change 22 $2K
Hilton Head Capital Partners, LLC 0.00% Reduce -51.1% 22 $2K
Continuum Advisory, LLC 0.00% New 21 $2K
AdvisorNet Financial, Inc 0.00% Add +11.1% 20 $2K
Planning Strategies Inc. 0.00% — 19 $2K
Essential Partners LLC 0.00% Add +72.7% 19 $2K
Cornerstone Financial Management LLC 0.00% New 18 $1K
Marquette Asset Management, LLC 0.00% New 18 $1K
NBT Bank, N.A. 0.00% No change 16 $1K
Tradewinds Capital Management, LLC 0.00% No change 15 $1K
Principia Wealth Advisory, LLC 0.00% Add +15.4% 15 $1K
First Horizon Corp. 0.00% Add +114.3% 15 $1K
Barnes Dennig Private Wealth Management LLC 0.00% New 14 $1K
Davis Capital Management 0.00% Add +133.3% 14 $1K
Raleigh Capital Management Inc. 0.00% No change 13 $1K
CoreCap Advisors, LLC 0.00% No change 13 $1K
Pacer Advisors, Inc. 0.00% Reduce -12.5% 7 $1K
Clearstead Advisors, LLC 0.00% New 11 $898
1015 Capital Partners, LLC 0.00% Add +22.2% 11 $897
Bare Financial Services, Inc 0.00% No change 11 $897
PayPay Securities Corp 0.02% Reduce -52.4% 10 $816
Berkshire Capital Holdings Inc. 0.00% No change 10 $816
MV Capital Management, Inc. 0.00% Add +11.1% 10 $816
Cassaday & Co Wealth Management LLC 0.00% No change 10 $816
DecisionPoint Financial, LLC 0.00% Add +125.0% 9 $755
Mascoma Wealth Management LLC 0.00% New 9 $734
Seneschal Advisors, LLC 0.00% Add +33.3% 8 $653
Kilter Group LLC 0.00% New 7 $571
Halbert Hargrove Global Advisors, LLC 0.00% New 7 $561
Trifecta Capital Advisors, LLC 0.00% New 6 $490
Dogwood Wealth Management LLC 0.00% New 6 $489
Dunhill Financial, LLC 0.00% No change 5 $479
Quaker Wealth Management, LLC 0.00% Reduce -16.7% 5 $408
Plante Moran Financial Advisors, LLC 0.00% New 5 $408
Horizon Investments, LLC 0.00% New 5 $408
Cordant, Inc. 0.00% New 3 $281
ROSS\JOHNSON & Associates LLC 0.00% New 3 $245
Wealth Enhancement Trust Services, Inc. 0.00% New 3 $245
Maryland Capital Advisors Inc. 0.00% — 2 $164
Manchester Capital Management LLC 0.00% Reduce -33.3% 2 $164
GHP Investment Advisors, Inc. 0.00% No change 2 $164
Medallion Wealth Advisors, LLC 0.00% New 2 $163
Activest Wealth Management 0.00% New 2 $163
Beaird Harris Wealth Management, LLC 0.00% No change 1 $119
TFC Financial Management, Inc. 0.00% No change 1 $82
Highland Investment Advisors LLC 0.00% — 1 $82
CKW Financial Group 0.00% New 5 $0
Navigoe, LLC 0.00% New 9 $0

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