Arm Holdings PLC-ADRARM

13F holders, Q4 2024 (December 31)
638holders +24
71new positions
84sold out
8famous investors
$123.23avg. 13F price*

At the end of Q4 2024, 638 institutions reported holding Arm Holdings PLC-ADR (ARM) in their 13F filings, up 24 from Q3 2024. 71 opened new positions and 84 sold out. The largest holders were DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main ($453.2M), Goldman Sachs Group Inc. ($403.5M) and Morgan Stanley ($400.0M). 8 famous investors held it, including Stanley Druckenmiller (0.6% of Duquesne Family Office's portfolio), Paul Singer (0.2% of Elliott Investment Management's portfolio) and Chase Coleman (0.1% of Tiger Global Management's portfolio).

Company
Arm Holdings PLC-ADR
Sector
Technology
CUSIP
042068205
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 410Q1 2024Q2 2024: 567Q2 2024Q3 2024: 614Q3 2024Q4 2024: 638Q4 2024Q1 2025: 634Q1 2025Q2 2025: 668Q2 2025Q3 2025: 659Q3 2025Q4 2025: 655Q4 2025Q1 2026: 746Q1 2026Q2 2026: 961Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions71$526.6M
Exits84$337.4M

All 13F filers, Q3 2024 → Q4 2024: 13,383,029 shares bought and 10,196,347 shares sold, net +3,186,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 638 holders

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.49% Reduce -6.0% 3,674,147 $453.2M
Goldman Sachs Group Inc. 0.08% Reduce -21.0% 3,270,730 $403.5M
Morgan Stanley 0.03% Add +11.7% 3,242,501 $400.0M
Schroder Investment Management Group 0.36% Add +17.9% 3,054,331 $376.8M
BlackRock, Inc. 0.01% Add +18.6% 2,963,264 $365.5M
Artisan Partners Limited Partnership 0.50% Add +48.1% 2,651,489 $327.1M
FMR LLC 0.02% Add +6.4% 2,199,197 $271.3M
Alphabet Inc. 14.08% No change 1,960,784 $241.9M
UBS Group AG 0.05% Add +144.3% 1,898,190 $234.2M
Mubadala Investment Co PJSC 0.91% No change 1,501,960 $185.3M
Bank of America Corp. 0.02% Reduce -53.8% 1,437,695 $177.4M
Hudson Bay Capital Management LP 1.07% New 1,200,000 $148.0M
Nvidia Corp. 44.61% Reduce -43.8% 1,101,249 $135.9M
Wellington Management Group LLP 0.02% Reduce -4.6% 1,075,974 $132.7M
Franklin Resources Inc. 0.03% Reduce -27.7% 926,639 $114.3M
BNP Paribas Financial Markets 0.09% New 926,417 $114.3M
Walleye Trading LLC 2.17% Reduce -17.0% 893,495 $110.2M
First Trust Advisors LP 0.10% Add +1.9% 888,817 $109.6M
Bank Julius Baer & Co. Ltd, Zurich 0.33% Add +4506.5% 808,953 $107.8M
Loomis Sayles & Co. L P 0.13% Reduce -4.7% 854,524 $105.4M
Robeco Schweiz AG 2.23% Reduce -19.9% 845,005 $104.2M
Barclays PLC 0.05% Add +142.8% 807,559 $99.6M
Employees Provident Fund Board 1.23% Add +12.7% 800,000 $98.7M
Polar Capital Holdings Plc 0.53% Add +11.3% 763,939 $94.2M
Citigroup Inc. 0.09% Add +11.7% 720,281 $88.9M
Parallax Volatility Advisers, L.P. 2.14% New 682,166 $84.2M
Verition Fund Management LLC 0.38% Add +1.0% 594,328 $73.3M
Primecap Management Co. 0.05% Reduce -4.0% 546,620 $67.4M
Invesco Ltd. 0.01% Add +11.7% 526,215 $64.9M
Nuveen Asset Management, LLC 0.02% No change 521,174 $64.3M
Sei Investments Co. 0.08% Add +19.7% 507,507 $62.6M
Man Group plc 0.19% Reduce -12.3% 490,743 $60.5M
Acadian Asset Management LLC 0.17% Add +5946.2% 483,152 $59.6M
Zevenbergen Capital Investments LLC 1.18% Add +19.4% 470,533 $58.0M
PEAK6 LLC 2.27% — 468,086 $57.7M
Susquehanna International Group, LLP 0.08% Reduce -35.0% 437,845 $54.0M
Citadel Advisors 0.05% Reduce -5.3% 433,349 $53.5M
IMC-Chicago, LLC 1.43% Add +29.3% 424,908 $52.4M
Marshall Wace, LLP 0.07% New 420,725 $51.9M
Rafferty Asset Management, LLC 0.18% Reduce -0.4% 407,653 $50.3M
State Street Corp. 0.00% Add +81.4% 402,517 $49.7M
Neuberger Berman Group LLC 0.04% Reduce -65.5% 395,144 $48.7M
Twin Tree Management, LP 1.08% Add +167.9% 361,471 $44.6M
Mirae Asset Global Investments Co., Ltd. 0.18% Reduce -3.7% 345,809 $44.6M
Capital Fund Management S.A. 0.43% Add +457.8% 348,539 $43.0M
Wells Fargo & Company 0.01% Add +0.3% 335,721 $41.4M
American Century Companies Inc. 0.02% Add +200.9% 331,284 $40.9M
Gilder Gagnon Howe & Co. LLC 0.44% Reduce -5.1% 327,843 $40.4M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Add +1207.0% 310,913 $38.4M
Jane Street Group, LLC 0.06% Add +403.9% 308,664 $38.1M
Banque Transatlantique SA 0.95% — 298,614 $37.4M
Tiger Global Management 0.14% No change 300,000 $37.0M
Raymond James Financial Inc. 0.01% — 264,707 $32.7M
D. E. Shaw & Co. 0.04% Reduce -44.4% 256,099 $31.6M
Rheos Capital Works Inc. 1.67% Add +29.6% 244,900 $30.2M
LPL Financial LLC 0.01% Add +5.3% 234,004 $28.9M
Cibc World Market Inc. 0.06% Add +18.9% 219,613 $27.1M
Marsico Capital Management LLC 0.73% Add +6.7% 216,553 $26.7M
Voya Investment Management LLC 0.03% Reduce -8.4% 214,684 $26.4M
Woodline Partners LP 0.18% Add +9501.0% 213,238 $26.3M
Deutsche Bank AG 0.01% Add +203.4% 204,499 $25.2M
Mark Asset Management LP 3.84% Reduce -28.7% 201,900 $24.9M
Simplex Trading, LLC 0.65% Reduce -30.6% 185,802 $22.9M
SG Americas Securities, LLC 0.10% New 184,056 $22.7M
Ameriprise Financial Inc. 0.01% Add +1.5% 182,726 $22.5M
Legal & General Group Plc 0.01% Add +38.3% 179,202 $22.1M
Duquesne Family Office 0.62% Add +725.5% 178,394 $22.0M
Royal Bank of Canada 0.00% Reduce -20.3% 159,250 $19.6M
Telemark Asset Management, LLC 1.85% No change 150,000 $18.5M
Elliott Investment Management 0.20% No change 150,000 $18.5M
ProShare Advisors LLC 0.04% Add +23.5% 148,866 $18.4M
Quinn Opportunity Partners LLC 1.23% Add +1.5% 138,503 $17.1M
SBI Securities Co., Ltd. 0.52% — 137,267 $16.9M
NZS Capital, LLC 0.71% Add +0.8% 135,534 $16.7M
State of Michigan Retirement System 0.08% No change 128,200 $15.8M
Vident Advisory, LLC 0.27% Add +128.1% 126,022 $15.5M
Cwm, LLC 0.06% Add +9.0% 118,116 $14.6M
Osaic Holdings, Inc. 0.03% Add +3.0% 117,712 $14.5M
Liontrust Investment Partners LLP 0.21% Add +149.4% 117,230 $14.5M
Alliancebernstein L.P. 0.00% Reduce -6.5% 112,555 $13.9M
Alta Park Capital, LP 1.80% New 111,338 $13.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1596.2% 111,100 $13.7M
UNICOM Systems, Inc. 3.32% — 110,840 $13.7M
JPMorgan Chase & Co. 0.00% Reduce -84.3% 109,934 $13.6M
Franklin Street Advisors Inc. 0.89% Reduce -0.2% 108,895 $13.4M
Prudential PLC 0.07% No change 108,653 $13.4M
Geode Capital Management, LLC 0.00% Add +0.8% 108,531 $13.4M
Renaissance Capital LLC 8.56% Add +0.7% 105,802 $13.1M
Bank of New York Mellon Corp 0.00% Add +5.5% 105,300 $13.0M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -12.2% 104,910 $12.9M
Westwood Holdings Group Inc. 0.10% Reduce -4.9% 104,912 $12.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -4.0% 95,775 $11.8M
Public Employees Retirement System of Ohio 0.04% New 95,540 $11.8M
Silvant Capital Management LLC 0.48% Reduce -0.1% 94,403 $11.6M
Handelsbanken Fonder AB 0.04% New 90,702 $11.2M
United Capital Management of KS, Inc. 2.04% Add +2.6% 90,671 $11.2M
Reynders McVeigh Capital Management, LLC 0.59% Add +144.8% 90,615 $11.2M
Westend Capital Management, LLC 3.04% Add +0.7% 82,901 $10.2M
HSBC Holdings PLC 0.01% Add +9.9% 80,450 $9.9M
Stony Point Capital LLC 2.23% No change 78,533 $9.7M
Blair William & Co. 0.03% Add +57.4% 77,380 $9.5M
New York State Common Retirement Fund 0.01% Add +132.7% 73,235 $9.0M
Broadleaf Partners, LLC 2.11% Reduce -1.2% 73,192 $9.0M
Pinebridge Investments, L.P. 0.07% Add +2.3% 71,063 $8.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +23.3% 59,773 $8.4M
Focus Partners Wealth 0.02% Add +5.4% 68,138 $8.4M
Virtu Financial LLC 0.44% Add +735.8% 67,980 $8.4M
APG Asset Management N.V. 0.02% New 68,300 $8.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +753.0% 63,746 $8.0M
Nissay Asset Management Corp. /Japan 0.05% Add +13.1% 59,483 $7.7M
Nomura Holdings Inc. 0.04% Reduce -82.1% 60,549 $7.5M
Allianz Asset Management GmbH 0.01% Add +100.8% 60,213 $7.4M
LBP Am SA 0.10% New 59,400 $7.3M
Victory Capital Management Inc. 0.01% Add +2.1% 57,611 $7.1M
Jump Financial, LLC 0.15% Add +44.2% 55,377 $6.8M
Oppenheimer & Co. Inc. 0.10% Reduce -11.3% 53,784 $6.6M
Commonwealth Equity Services, LLC 0.01% Add +17.6% 51,341 $6.3M
Canada Pension Plan Investment Board 0.01% No change 50,486 $6.2M
Mirae Asset Securities (usa) Inc. 0.29% Reduce -50.0% 50,131 $6.2M
Dock Street Asset Management Inc. 0.72% Add +8.9% 49,011 $6.0M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2.37% Reduce -0.8% 47,400 $6.0M
Millennium Management 0.01% Add +28.3% 48,233 $6.0M
Bank of Montreal 0.00% Add +28.9% 46,987 $5.8M
Diversify Advisory Services, LLC 0.31% New 40,344 $5.7M
Wolverine Trading, LLC 0.13% Add +202.7% 44,522 $5.6M
J. Goldman & Co LP 0.20% New 45,000 $5.6M
Guggenheim Capital LLC 0.05% Reduce -10.2% 44,579 $5.5M
Stifel Financial Corp. 0.01% Add +7.6% 44,315 $5.5M
Envestnet Asset Management Inc. 0.00% Add +0.8% 43,124 $5.3M
Elite Wealth Management, Inc. 1.20% Reduce -0.2% 41,437 $5.1M
Vontobel Holding Ltd. 0.02% Add +57.6% 41,148 $5.1M
Cetera Investment Advisers 0.01% Reduce -10.5% 40,975 $5.1M
Longitude (Cayman) Ltd. 5.73% Add +52.8% 40,500 $5.0M
Maytus Capital Management, LLC 1.75% New 40,500 $5.0M
HighTower Advisors, LLC 0.01% Add +8.6% 40,002 $4.9M
Jackson Square Capital, LLC 1.19% Reduce -27.9% 39,867 $4.9M
Exchange Traded Concepts, LLC 0.10% Reduce -2.3% 38,930 $4.8M
Covenant Asset Management, LLC 1.06% Add +20.3% 38,866 $4.8M
Pinnacle Associates Ltd. 0.06% Add +11.7% 38,637 $4.8M
Tidal Investments LLC 0.04% Add +27.5% 37,558 $4.6M
NewEdge Advisors, LLC 0.03% Reduce -3.7% 36,508 $4.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +19.4% 35,942 $4.4M
Creative Planning 0.00% Reduce -5.4% 35,931 $4.4M
Squarepoint Ops LLC 0.01% Reduce -80.5% 35,095 $4.3M
Harvest Fund Management Co., Ltd 0.20% Add +75.0% 35,175 $4.3M
NCP Inc. 2.22% No change 35,000 $4.3M
TD Asset Management Inc 0.00% Reduce -0.8% 32,556 $4.0M
Mizuho Markets Cayman LP 9.93% Add +3.5% 32,484 $4.0M
Erste Asset Management GmbH 0.05% Reduce -62.5% 30,000 $3.9M
Concentric Capital Strategies, LP 0.24% Add +436.9% 31,167 $3.8M
Blue Fin Capital, Inc. 0.70% Add +5.5% 30,864 $3.8M
Venture Visionary Partners LLC 0.16% Add +182.6% 30,645 $3.8M
Optiver Holding B.V. 0.12% Reduce -68.0% 30,123 $3.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -6.3% 29,494 $3.6M
Credit Agricole S A 0.01% Add +60.7% 29,345 $3.6M
Jones Financial Companies LLLP 0.00% Add +23.1% 28,352 $3.5M
Atika Capital Management LLC 0.45% Add +181.0% 28,100 $3.5M
USS Investment Management Ltd 0.03% Reduce -4.1% 28,076 $3.5M
Rakuten Securities, Inc. 1.36% Reduce -56.2% 27,911 $3.4M
Two Sigma Advisers, LP 0.01% Add +16.9% 27,600 $3.4M
National Bank of Canada 0.00% Add +194.3% 27,080 $3.3M
Telligent Fund, LP 3.17% — 27,000 $3.3M
Janney Montgomery Scott LLC 0.01% Reduce -29.5% 26,835 $3.3M
David J Yvars Group 1.99% Reduce -9.6% 26,445 $3.3M
Charles Schwab Investment Management Inc. 0.00% Add +41.9% 26,191 $3.2M
NFSG Corp 0.83% Add +91.6% 26,166 $3.2M
AE Wealth Management LLC 0.03% Reduce -6.9% 25,998 $3.2M
GF Fund Management Co. LTD. 0.06% — 24,275 $3.0M
Smith Group Asset Management, LLC 0.22% New 24,000 $3.0M
Tower Research Capital LLC (TRC) 0.06% Add +232.0% 23,608 $2.9M
Adams Wealth Management 0.55% Reduce -0.0% 23,217 $2.9M
CacheTech Inc. 0.54% Reduce -0.0% 23,217 $2.9M
Pursue Wealth Partners LLC 1.62% Reduce -10.0% 22,993 $2.8M
Andar Capital Management HK Ltd 3.56% New 22,400 $2.8M
GPS Wealth Strategies Group, LLC 0.35% Add +30.5% 22,171 $2.7M
Mariner, LLC 0.00% Add +2.6% 22,163 $2.7M
CIBC Asset Management Inc 0.01% Add +5.1% 21,643 $2.7M
Royal Fund Management, LLC 0.29% New 21,300 $2.6M
Financial Gravity Companies, Inc. 0.60% New 21,287 $2.6M
ExodusPoint Capital Management, LP 0.03% New 20,761 $2.6M
CMT Capital Markets Trading GmbH 1.50% Reduce -1.4% 20,408 $2.5M
Ascent Wealth Partners, LLC 0.34% Add +2.6% 20,245 $2.5M
Guardian Capital LP 0.09% Add +7.6% 20,229 $2.5M
Ardsley Advisory Partners LP 0.48% New 20,000 $2.5M
New Age Alpha Advisors, LLC 0.10% Reduce -42.9% 20,000 $2.5M
Independent Financial Group, LLC 0.08% Reduce -0.7% 19,920 $2.5M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +2.6% 19,726 $2.4M
Fifth Third Bancorp 0.01% Reduce -3.6% 19,627 $2.4M
Centiva Capital, LP 0.09% Add +348.2% 19,538 $2.4M
Groupe la Francaise 0.06% — 18,335 $2.4M
Haven Capital Group, Inc. 2.25% — 19,427 $2.4M
CHURCHILL MANAGEMENT Corp 0.03% New 18,803 $2.3M
GAM Holding AG 0.17% Reduce -4.9% 18,723 $2.3M
PFG Investments, LLC 0.14% Reduce -8.2% 18,194 $2.2M
Modus Advisors, LLC 0.69% Add +300.2% 17,935 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% Add +227.8% 17,700 $2.2M
Advisory Services Network, LLC 0.04% Add +5.9% 17,672 $2.2M
Alberta Investment Management Corp 0.02% Reduce -14.5% 17,595 $2.2M
Snowden Capital Advisors LLC 0.07% Reduce -2.1% 16,967 $2.1M
Next Century Growth Investors LLC 0.16% Add +0.1% 16,903 $2.1M
Rathbones Group PLC 0.01% Add +10.8% 16,500 $2.0M
Independent Solutions Wealth Management, LLC 0.44% Add +11.1% 16,293 $2.0M
Marex Group Ltd 0.03% Reduce -67.7% 16,068 $2.0M
Mitchell Capital Management Co. 0.35% Add +0.1% 15,976 $2.0M
Aft, Forsyth & Company, Inc. 0.96% Add +3.5% 15,951 $2.0M
Mercer Global Advisors Inc. 0.00% New 18,818 $2.0M
Rockefeller Capital Management L.P. 0.01% Add +3.1% 15,824 $2.0M
Main Management ETF Advisors, LLC 0.09% Reduce -8.3% 15,664 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +6.8% 15,534 $1.9M
Nomura Asset Management Co. Ltd. 0.01% Add +12.5% 15,481 $1.9M
Warm Springs Advisors Inc. 1.72% — 15,005 $1.9M
KP Management LLC 0.65% Reduce -66.7% 15,000 $1.9M
Dakota Wealth Management 0.04% Reduce -73.0% 14,963 $1.8M
Tudor Investment Corporation 0.02% Reduce -4.3% 14,784 $1.8M
Tower View Wealth Management LLC 0.95% Add +1.9% 14,632 $1.8M
Midwest Professional Planners, LTD. 0.54% Add +7.5% 14,530 $1.8M
Balyasny Asset Management L.P. 0.00% Reduce -23.3% 14,442 $1.8M
Walleye Capital LLC 0.02% Add +144.8% 14,441 $1.8M
Shelton Capital Management 0.04% No change 14,283 $1.8M
HAP Trading, LLC 0.59% Reduce -24.0% 14,231 $1.8M
Profund Advisors LLC 0.06% Add +65.1% 13,821 $1.7M
iA Global Asset Management Inc. 0.03% Add +8.2% 13,805 $1.7M
Pictet Asset Management Holding SA 0.00% New 13,790 $1.7M
Savoie Capital LLC 0.20% No change 13,700 $1.7M
HRT Financial LP 0.01% New 13,612 $1.7M
Leonteq Securities AG 0.16% Add +97.2% 13,375 $1.6M
Robeco Institutional Asset Management B.V. 0.00% Reduce -9.6% 13,165 $1.6M
CenterStar Asset Management, LLC 3.52% Reduce -32.2% 13,001 $1.6M
BNP Paribas 0.02% Reduce -0.6% 12,709 $1.6M
DekaBank Deutsche Girozentrale 0.00% No change 12,092 $1.5M
Cerity Partners LLC 0.00% Add +2.5% 12,313 $1.5M
Horizon Investments, LLC 0.04% Add +204.6% 12,333 $1.5M
Chicago Capital, LLC 0.04% Add +5.9% 12,304 $1.5M
Perigon Wealth Management, LLC 0.04% Add +35.3% 9,857 $1.5M
Cresset Asset Management, LLC 0.01% Add +9.2% 11,457 $1.4M
Bosman Wealth Management, LLC 1.35% — 11,372 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +8.1% 11,255 $1.4M
Amundi 0.00% New 9,459 $1.4M
Eisler Capital Management Ltd. 0.04% — 10,439 $1.3M
Lazard Asset Management LLC 0.00% Reduce -29.6% 10,651 $1.3M
Strategic Blueprint, LLC 0.08% Add +0.5% 10,581 $1.3M
PNC Financial Services Group, Inc. 0.00% Add +5.6% 10,551 $1.3M
Paragon Capital Management Inc. 1.02% Reduce -12.5% 10,545 $1.3M
Global X Japan Co., Ltd. 0.16% Reduce -13.3% 10,387 $1.3M
Capital Markets Trading UK LLP 0.76% Add +10.1% 10,330 $1.3M
US Bancorp \de 0.00% Reduce -4.7% 10,305 $1.3M
Quantum Private Wealth, LLC 0.41% Add +8.9% 10,300 $1.3M
NewEdge Wealth, LLC 0.02% Reduce -13.5% 10,283 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +228.8% 10,000 $1.2M
FUKOKU MUTUAL LIFE INSURANCE Co 0.09% No change 10,000 $1.2M
Lazard Freres Gestion S.A.S. 0.02% New 10,000 $1.2M
Paloma Partners Management Co 0.11% Reduce -60.8% 9,928 $1.2M
Scotia Capital Inc. 0.01% Reduce -17.8% 9,903 $1.2M
WealthTrust Asset Management, LLC 0.88% Add +145.4% 9,876 $1.2M
Van Eck Associates Corp. 0.00% Add +259.6% 9,761 $1.2M
Daiwa Securities Group Inc. 0.01% Reduce -25.4% 9,754 $1.2M
Westwood Wealth Management 0.43% No change 9,725 $1.2M
Sig Brokerage, LP 0.56% — 9,669 $1.2M
Watts Gwilliam & Co., LLC 0.25% Add +15.5% 8,109 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.1% 9,400 $1.2M
Gsa Capital Partners LLP 0.09% Reduce -37.5% 9,305 $1.1M
Harbour Capital Advisors, LLC 0.26% Add +7.5% 8,135 $1.1M
Marathon Trading Investment Management LLC 0.18% Add +50.3% 8,962 $1.1M
Steel Grove Capital Advisors, LLC 0.15% Reduce -6.3% 8,880 $1.1M
Cim Investment Management Inc. 0.32% Reduce -0.0% 8,811 $1.1M
Private Advisor Group, LLC 0.01% Reduce -3.1% 8,712 $1.1M
AXA S.A. 0.00% Reduce -37.3% 8,629 $1.1M
Equitable Holdings, Inc. 0.01% Add +139.4% 8,616 $1.1M
Meiji Yasuda Life Insurance Co 0.02% No change 8,585 $1.1M
Empirical Asset Management, LLC 0.35% Add +2.4% 8,525 $1.1M
Federation des caisses Desjardins du Quebec 0.01% Add +19.5% 8,476 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -23.2% 8,440 $1.0M
Corebridge Financial, Inc. 0.01% Add +1.8% 8,329 $1.0M
Prasad Wealth Partners, LLC 0.32% — 8,099 $999K
Russell Investments Group, Ltd. 0.00% No change 7,880 $972K
Corient Private Wealth LP 0.00% Reduce -2.0% 7,778 $960K
Main Street Financial Solutions, LLC 0.09% Add +4.0% 7,771 $959K
Jain Global LLC 0.03% — 7,729 $953K
Fortem Financial Group, LLC 0.36% Add +4.9% 7,550 $931K
CastleKnight Management LP 0.11% Add +73.7% 7,540 $930K
Pacer Advisors, Inc. 0.00% Add +5.0% 7,532 $929K
Banco Santander, S.A. 0.01% New 7,471 $922K
Centaurus Financial, Inc. 0.06% Add +77.4% 7,384 $911K
Parisi Gray Wealth Management 0.29% Add +12.7% 7,370 $909K
Wealth Enhancement Advisory Services, LLC 0.00% Add +58.7% 7,242 $893K
Haven Private, LLC 0.50% — 7,193 $887K
Kestra Advisory Services, LLC 0.00% Reduce -1.7% 7,138 $881K
Freedom Investment Management, Inc. 0.07% Add +10.6% 7,107 $877K
Bayesian Capital Management, LP 0.11% Add +42.0% 7,100 $876K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Reduce -3.4% 7,100 $876K
Corps Capital Advisors, LLC 0.88% — 7,063 $871K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +4.0% 6,982 $861K
Americana Partners, LLC 0.04% Reduce -10.3% 6,957 $858K
China Universal Asset Management Co., Ltd. 0.08% Add +333.8% 6,884 $849K
Convergence Financial, LLC 0.17% Add +7.1% 6,855 $846K
MML Investors Services, LLC 0.00% Add +7.9% 6,823 $842K
Macquarie Group Ltd. 0.00% Add +15.7% 6,791 $838K
TD Waterhouse Canada Inc. 0.01% Reduce -76.0% 6,696 $826K
Willner & Heller, LLC 0.71% Reduce -3.1% 6,590 $813K
Clarus Wealth Advisors 0.40% New 5,930 $813K
Silver Oak Securities, Incorporated 0.07% Add +578.0% 6,319 $796K
Bulltick Wealth Management, LLC 0.18% Add +11.4% 6,350 $783K
Vega Investment Solutions 0.64% — 6,320 $780K
GTS Securities LLC 0.04% Reduce -94.0% 6,276 $774K
Avantax Advisory Services, Inc. 0.00% Reduce -11.2% 6,268 $773K
International Assets Investment Management, LLC 0.06% Add +3.7% 5,891 $755K
HB Wealth Management, LLC 0.01% Add +121.7% 6,051 $747K
SeaCrest Wealth Management, LLC 0.08% Reduce -12.0% 5,929 $731K
Game Plan Financial Advisors, LLC 0.38% Add +74.0% 5,807 $721K
ING Groep NV 0.00% Add +196.2% 5,787 $714K
Capital Market Strategies LLC 0.40% New 5,624 $694K
Edge Capital Group, LLC 0.03% No change 5,388 $665K
Schwarz Dygos Wheeler Investment Advisors LLC 0.16% Add +3.0% 5,229 $645K
HighPoint Advisor Group LLC 0.03% Add +9.6% 3,985 $629K
Prosperity Wealth Management, Inc. 0.26% Add +12.5% 5,085 $627K
&partners 0.01% Add +176.3% 4,423 $627K
New Wave Wealth Advisors LLC 0.25% Add +116.3% 5,024 $620K
High Falls Advisors, Inc 0.14% Add +11.1% 5,000 $617K
Washington Trust Advisors, Inc. 0.05% No change 4,997 $616K
B. Riley Wealth Advisors, Inc. 0.02% Add +2.0% 4,929 $608K
Atria Wealth Solutions, Inc. 0.01% Reduce -36.7% 4,850 $598K
Cherry Creek Investment Advisors, Inc. 0.29% Add +121.2% 4,840 $597K
IAM Advisory, LLC 0.15% Add +0.4% 4,711 $581K
Prospect Hill Management, LLC 0.25% Add +0.1% 4,601 $568K
Sonora Investment Management Group, LLC 0.04% Add +0.1% 4,594 $567K
Lake Street Private Wealth, LLC 0.09% Reduce -7.7% 4,560 $563K
Quantbot Technologies LP 0.02% Add +1142.6% 4,548 $561K
NEOS Investment Management LLC 0.01% Add +15.8% 4,547 $561K
Jennison Associates LLC 0.00% Add +58.1% 4,535 $559K
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 4,530 $559K
Leavell Investment Management, Inc. 0.03% New 4,440 $548K
Tufton Capital Management 0.10% Add +1.5% 4,425 $546K
Stratos Wealth Partners, LTD. 0.01% Reduce -3.3% 4,404 $543K
Principal Securities, Inc. 0.01% Add +6.3% 4,384 $541K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +5.0% 4,265 $526K
Townsquare Capital LLC 0.01% New 4,258 $525K
Kestra Private Wealth Services, LLC 0.01% Reduce -4.9% 4,241 $523K
Cornerstone Wealth Management, LLC 0.04% Reduce -1.7% 4,224 $521K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -24.5% 4,220 $521K
CreativeOne Wealth, LLC 0.02% Add +59.2% 4,187 $517K
Huntleigh Advisors, Inc. 0.11% — 4,170 $514K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +31.2% 4,125 $509K
Clare Market Investments LLC 0.12% No change 4,100 $506K
Truist Financial Corp. 0.00% New 4,084 $504K
WealthPLAN Partners, LLC 0.07% Add +13.3% 4,081 $503K
Ameritas Investment Partners, Inc. 0.02% Add +8.2% 4,075 $503K
DJE Kapital AG 0.01% — 4,000 $502K
Roehl & Yi Investment Advisors, LLC 0.28% — 4,059 $501K
Piar LLC 0.49% — 4,025 $497K
Crossmark Global Holdings, Inc. 0.01% Add +0.2% 4,009 $495K
U.S. Capital Wealth Advisors, LLC 0.02% New 4,011 $495K
Southport Management, L.L.C. 1.79% No change 4,000 $493K
Aft, Forsyth & Sober, LLC 0.16% Reduce -50.0% 4,000 $493K
Stephens Inc. 0.01% Reduce -71.0% 4,000 $493K
Ceeto Capital Group, LLC 0.18% Add +60.0% 4,000 $493K
Sovereign Financial Group, Inc. 0.11% Reduce -15.9% 3,995 $493K
QRG Capital Management, Inc. 0.01% New 3,994 $493K
Northern Trust Corp. 0.00% Add +52.5% 3,992 $492K
Meridian Wealth Management, LLC 0.02% Add +0.2% 3,982 $491K
Kingswood Wealth Advisors, LLC 0.04% Add +13.0% 3,932 $485K
B & T Capital Management DBA Alpha Capital Management 0.09% Add +6.1% 3,896 $481K
Toronto Dominion Bank 0.00% Add +119.1% 3,893 $480K
Advisors Asset Management, Inc. 0.01% Add +46.5% 3,884 $479K
Union Bancaire Privee, UBP SA 0.01% — 3,800 $471K
United Advisor Group, LLC 0.09% Add +0.2% 3,817 $471K
Lattice Capital Management, LLC 0.39% No change 3,800 $469K
Empowered Funds, LLC 0.01% Reduce -5.1% 3,793 $468K
Balboa Wealth Partners 0.11% Reduce -1.8% 3,775 $466K
Regions Financial Corp. 0.00% Add +2.0% 3,729 $460K
Fox Run Management, L.L.C. 0.08% New 3,727 $460K
Thompson Davis & Co., Inc. 0.29% Add +7.0% 3,650 $450K
Park Avenue Securities LLC 0.00% Add +29.1% 3,590 $443K
Accel Wealth Management 0.17% Add +0.1% 3,559 $439K
Veracity Capital LLC 0.16% Add +15.7% 3,558 $439K
Good Life Advisors, LLC 0.03% Reduce -13.8% 3,526 $435K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -72.8% 3,365 $435K
Kovack Advisors, Inc. 0.04% Add +7.9% 3,521 $434K
Vise Technologies, Inc. 0.04% Add +53.5% 3,480 $429K
D.A. Davidson & Co. 0.00% Reduce -62.6% 3,454 $426K
Essex Financial Services, Inc. 0.03% Reduce -0.8% 3,329 $411K
Tsfg, LLC 0.08% Reduce -1.5% 3,327 $410K
Gladstone Institutional Advisory LLC 0.02% Add +3.0% 3,319 $409K
Fortis Capital Advisors, LLC 0.14% No change 3,025 $402K
Belpointe Asset Management LLC 0.02% No change 3,025 $402K
Baird Financial Group, Inc. 0.00% Reduce -0.7% 3,113 $384K
Brown Advisory Inc. 0.00% Add +1.3% 3,097 $382K
Sentry Investment Management LLC 0.18% New 3,094 $382K
Fearless Solutions, LLC dba Best Invest 0.29% — 3,096 $382K
Pine Valley Investments Ltd Liability Co 0.03% Add +103.0% 3,094 $382K
StoneCrest Wealth Management, Inc. 0.25% Reduce -33.2% 3,090 $381K
KCM Investment Advisors LLC 0.01% Add +40.0% 3,060 $377K
Asset Management One Co., Ltd. 0.00% Add +52.5% 2,903 $375K
Edmond DE Rothschild Holding S.A. 0.01% No change 3,021 $373K
Fisher Asset Management 0.00% Add +81.5% 3,008 $371K
Caption Management, LLC 0.02% Reduce -42.3% 3,000 $370K
Plante Moran Financial Advisors, LLC 0.03% Add +0.1% 2,960 $365K
Wilmington Savings Fund Society, FSB 0.01% No change 2,931 $362K
Sunbelt Securities, Inc. 0.03% Add +4.1% 2,785 $351K
Cibc World Markets Corp. 0.00% Add +3.5% 2,838 $350K
Kingsview Wealth Management, LLC 0.01% Add +14.4% 2,773 $342K
Prime Capital Investment Advisors, LLC 0.00% Add +15.6% 2,750 $339K
Blueshift Asset Management, LLC 0.12% New 2,732 $337K
RFG Holdings, Inc. 0.11% Add +80.7% 2,725 $336K
NorthCoast Asset Management LLC 0.00% Reduce -15.5% 2,720 $336K
Geneos Wealth Management Inc. 0.01% New 2,707 $334K
Arkadios Wealth Advisors 0.02% Reduce -31.6% 2,705 $334K
Nwam LLC 0.02% Add +2.1% 2,666 $329K
Wedbush Securities Inc. 0.01% Reduce -12.2% 2,662 $328K
Henry James International Management Inc. 0.12% New 2,638 $325K
Concourse Financial Group Securities, Inc. 0.02% Reduce -37.6% 1,803 $324K
Kaizen Financial Strategies 0.18% Reduce -7.1% 2,600 $321K
Prelude Capital Management, LLC 0.03% New 2,600 $321K
AdvisorNet Financial, Inc 0.03% Add +6.9% 2,578 $318K
Manchester Capital Management LLC 0.04% No change 2,537 $313K
Quantinno Capital Management LP 0.00% Add +20.4% 2,505 $309K
Pittenger & Anderson Inc. 0.01% Reduce -13.8% 2,500 $308K
HHM Wealth Advisors, LLC 0.04% No change 2,490 $307K
Juncture Wealth Strategies, LLC 0.11% Add +39.0% 2,488 $307K
Focus Financial Network, Inc. 0.01% Reduce -35.4% 2,465 $304K
Diversified Trust Co. 0.01% New 2,441 $301K
Crown Wealth Group, LLC 0.12% No change 2,404 $297K
Scientech Research LLC 0.08% Reduce -78.3% 2,396 $296K
Gilbert & Cook, Inc. 0.04% New 2,392 $295K
MBL Wealth, LLC 0.03% No change 2,374 $293K
Penserra Capital Management LLC 0.01% Reduce -87.1% 2,317 $285K
Independent Advisor Alliance 0.00% Add +0.8% 2,308 $285K
Oak Grove Capital LLC 0.06% New 2,300 $284K
Sheaff Brock Investment Advisors, LLC 0.02% No change 2,300 $284K
Hudock, Inc. 0.05% No change 2,286 $282K
IHT Wealth Management, LLC 0.01% Reduce -25.7% 2,276 $281K
Lido Advisors, LLC 0.00% Add +23.5% 2,264 $279K
Sigma Planning Corp 0.01% Reduce -86.8% 2,246 $277K
IPG Investment Advisors LLC 0.06% Reduce -18.5% 2,242 $277K
Great Valley Advisor Group, Inc. 0.01% Add +14.1% 2,239 $276K
Sagespring Wealth Partners, LLC 0.01% — 2,233 $275K
Sage Capital Management, LLC 0.14% No change 2,232 $275K
Compass Capital Corp. /Ma/ 0.11% — 1,765 $275K
Schnieders Capital Management LLC 0.05% No change 2,205 $272K
Apollon Wealth Management, LLC 0.01% Reduce -5.9% 2,201 $272K
Viawealth, LLC 0.16% Add +4.8% 2,200 $271K
Cynosure Group, LLC 0.04% Reduce -14.1% 2,193 $271K
Compound Planning, Inc. 0.01% New 2,185 $270K
Dearborn Partners LLC 0.01% Add +7.5% 2,150 $265K
JBR Co Financial Management Inc 0.16% Reduce -4.4% 2,132 $263K
Envestnet Portfolio Solutions, Inc. 0.00% Add +6.7% 2,127 $262K
Insigneo Advisory Services, LLC 0.03% Reduce -19.4% 2,126 $262K
Kapstone Financial Advisors LLC 0.14% New 1,743 $257K
Beacon Pointe Advisors, LLC 0.00% Reduce -62.5% 2,075 $256K
Axq Capital, LP 0.11% Reduce -6.7% 2,059 $254K
Claro Advisors Inc. 0.03% No change 2,051 $253K
Captrust Financial Advisors 0.00% Reduce -46.7% 2,036 $251K
Morse Asset Management, Inc 0.06% Add +37.4% 2,034 $251K
OneDigital Investment Advisors LLC 0.00% Add +30.3% 2,027 $250K
Integrated Advisors Network LLC 0.01% Add +3.4% 2,002 $247K
Cladis Investment Advisory, LLC 0.17% Reduce -45.2% 2,000 $247K
GKV Capital Management Co., Inc. 0.10% — 2,000 $247K
First National Bank of Hutchinson 0.15% Add +8.1% 1,996 $246K
Choreo, LLC 0.00% Reduce -0.6% 1,966 $245K
Addison Capital Co 0.10% No change 1,977 $244K
Purus Wealth Management, LLC 0.10% No change 1,975 $244K
Fiduciary Trust Co 0.00% New 1,971 $243K
Commerce Bank 0.00% No change 1,928 $238K
Bridgefront Capital, LLC 0.08% New 1,922 $237K
Zullo Investment Group, Inc. 0.10% Add +4.6% 1,915 $236K
Ritholtz Wealth Management 0.01% Reduce -31.1% 1,904 $235K
Lindbrook Capital, LLC 0.02% No change 1,901 $235K
Global Retirement Partners, LLC 0.01% Reduce -46.0% 1,880 $232K
Crescent Sterling, Ltd. 0.24% Add +6.5% 1,879 $232K
STF Management LP 0.10% Add +7.2% 1,831 $226K
Private Trust Co. NA 0.02% No change 1,811 $223K
Parallel Advisors, LLC 0.01% Add +4.0% 1,802 $222K
Westover Capital Advisors, LLC 0.05% No change 1,800 $222K
360 Financial, Inc. 0.08% Reduce -8.7% 1,777 $219K
Holderness Investments Co. 0.05% Add +6.7% 1,761 $217K
Mizuho Securities Co. Ltd. 3.27% Reduce -87.5% 1,720 $217K
Numerai GP LLC 0.06% New 1,729 $213K
TigerOak Management, L.L.C. 0.08% — 1,725 $213K
Quadcap Wealth Management, LLC 0.03% New 1,705 $210K
Asset Dedication, LLC 0.02% Reduce -2.9% 1,700 $210K
Arete Wealth Advisors, LLC 0.02% Reduce -47.1% 1,690 $209K
Blue Trust, Inc. 0.00% Add +15.8% 1,694 $209K
Transcend Capital Advisors, LLC 0.01% Reduce -19.1% 1,690 $208K
Perennial Investment Advisors, LLC 0.02% Add +9.4% 1,690 $208K
Griffin Asset Management, Inc. 0.02% Reduce -15.2% 1,670 $206K
ICICI Prudential Asset Management Co Ltd 0.02% Add +2.1% 1,667 $206K
Traynor Capital Management, Inc. 0.02% Add +2.0% 1,654 $204K
Mutual Advisors, LLC 0.01% Reduce -24.6% 1,379 $203K
Mission Wealth Management, LP 0.00% Add +15.1% 1,567 $193K
Caitong International Asset Management Co., Ltd 0.18% — 1,522 $188K
Wellington Shields Capital Management, LLC 0.03% Add +12236.0% 185,040 $185K
Venturi Wealth Management, LLC 0.01% New 1,500 $185K
Allworth Financial LP 0.00% Add +94.5% 1,023 $184K
GAMMA Investing LLC 0.02% New 1,465 $181K
Golden State Wealth Management, LLC 0.03% — 1,420 $175K
Creative Financial Designs Inc. 0.01% Reduce -3.8% 1,263 $156K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 1,250 $154K
Larson Financial Group LLC 0.01% Add +16.5% 1,213 $150K
Financial Life Planners 0.12% — 1,194 $147K
Aventura Private Wealth, LLC 0.08% — 1,154 $142K
Avestar Capital, LLC 0.01% Add +114.0% 1,115 $138K
R Squared Ltd 0.13% — 1,050 $130K
Stonebridge Financial Group, LLC 0.01% — 1,040 $128K
Spire Wealth Management 0.00% New 1,015 $125K
Rialto Wealth Management, LLC 0.04% — 1,000 $123K
Strategic Investment Solutions, Inc. 0.04% Add +1437.4% 1,522 $116K
Harbour Investments, Inc. 0.00% Add +40.1% 902 $111K
Farther Finance Advisors, LLC 0.00% Add +108.6% 870 $107K
Brown, Lisle/Cummings, Inc. 0.03% No change 750 $93K
Ancora Advisors LLC 0.00% No change 719 $89K
MAI Capital Management 0.00% New 710 $88K
Comprehensive Financial Planning, Inc. 0.07% — 700 $86K
Bfsg, LLC 0.01% No change 700 $86K
MCF Advisors LLC 0.01% New 671 $83K
Ransom Advisory, Ltd 0.04% Reduce -20.7% 670 $83K
Hoey Investments, Inc. 0.01% Reduce -64.3% 650 $80K
Hexagon Capital Partners LLC 0.01% Add +1.9% 639 $79K
Valley National Advisers Inc. 0.01% Add +13.3% 613 $75K
Clearstead Advisors, LLC 0.00% Add +1.0% 586 $72K
Armstrong Advisory Group, Inc. 0.01% No change 575 $71K
IFP Advisors, Inc 0.00% Reduce -85.9% 571 $70K
HUB Investment Partners, LLC 0.00% New 525 $65K
Sandy Spring Bank 0.00% No change 525 $65K
JTC Employer Solutions Trustee Ltd 0.00% No change 500 $63K
First Community Trust NA 0.04% Add +4.9% 510 $63K
SOA Wealth Advisors, LLC. 0.01% No change 432 $53K
Berbice Capital Management LLC 0.04% — 400 $49K
TrinityBridge Ltd 0.00% No change 345 $43K
Colonial Trust Co / SC 0.01% New 321 $40K
Rhumbline Advisers 0.00% Reduce -6.0% 316 $39K
CoreCap Advisors, LLC 0.00% Reduce -74.5% 311 $38K
Oakworth Capital, Inc. 0.00% No change 288 $36K
RiverPark Advisors, LLC 0.03% Add +3.1% 263 $32K
GeoWealth Management, LLC 0.00% Add +53.8% 263 $32K
Bogart Wealth, LLC 0.00% Add +11.5% 261 $32K
Capital Analysts, LLC 0.00% No change 258 $32K
Fairscale Capital, LLC 0.03% No change 257 $32K
Godsey & Gibb, Inc. 0.00% No change 250 $31K
Oliver Lagore Vanvalin Investment Group 0.01% Add +12.4% 235 $29K
Caitlin John, LLC 0.02% Add +41.8% 234 $29K
CIBC Private Wealth Group LLC 0.00% Reduce -59.9% 179 $26K
EMC Capital Management 0.01% Reduce -96.0% 200 $25K
Nova Wealth Management, Inc. 0.02% — 200 $25K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 200 $25K
PSI Advisors, LLC 0.01% Reduce -38.5% 200 $25K
Spirit of America Management Corp. 0.01% No change 200 $25K
ORG Partners LLC 0.00% No change 200 $25K
Delta Asset Management LLC 0.00% No change 200 $25K
Mather Group, Llc. 0.00% Reduce -3.5% 193 $24K
SJS Investment Consulting Inc. 0.00% Add +675.0% 186 $23K
Y.D. More Investments Ltd 0.00% No change 169 $21K
Concord Wealth Partners 0.00% No change 161 $20K
Front Row Advisors LLC 0.01% No change 160 $20K
WPG Advisers, LLC 0.02% — 154 $19K
Cornerstone Planning Group LLC 0.00% No change 125 $18K
Country Trust Bank 0.00% No change 147 $18K
Rothschild Investment LLC 0.00% No change 137 $17K
Medallion Wealth Advisors, LLC 0.01% — 135 $17K
Legacy Investment Solutions, LLC 0.01% No change 100 $16K
Legacy Wealth Managment, LLC 0.01% No change 100 $16K
SRH Advisors, LLC 0.00% No change 131 $16K
WASHINGTON TRUST Co 0.00% No change 130 $16K
CI Investments Inc. 0.00% Reduce -97.3% 127 $16K
Summit Securities Group LLC 0.01% New 124 $15K
JCIC Asset Management Inc. 0.01% No change 116 $14K
Dogwood Wealth Management LLC 0.01% Reduce -49.5% 102 $13K
TFC Financial Management, Inc. 0.00% Add +431.6% 101 $12K
Bear Mountain Capital, Inc. 0.00% No change 75 $12K
Millstone Evans Group, LLC 0.01% — 100 $12K
Accent Capital Management, LLC 0.01% New 100 $12K
Vermillion Wealth Management, Inc. 0.01% — 100 $12K
SWAN Capital LLC 0.01% No change 100 $12K
CGC Financial Services, LLC 0.00% No change 100 $12K
Adirondack Trust Co. 0.00% No change 100 $12K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% Reduce -92.5% 97 $12K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 100 $12K
Covestor Ltd 0.01% Add +15.3% 98 $12K
Centerpoint Advisors, LLC 0.00% No change 100 $12K
Bessemer Group Inc. 0.00% No change 100 $12K
Catalyst Capital Advisors LLC 0.00% No change 92 $11K
Aspect Partners, LLC 0.01% Add +63.6% 90 $11K
First Horizon Advisors, Inc. 0.00% No change 90 $11K
Austin Private Wealth, LLC 0.00% Add +48.3% 89 $11K
Murphy & Mullick Capital Management Corp 0.01% — 80 $10K
Tucker Asset Management LLC 0.00% New 76 $9K
Moser Wealth Advisors, LLC 0.00% Add +25.0% 75 $9K
New Millennium Group LLC 0.01% No change 74 $9K
Sawyer & Company, Inc 0.00% No change 70 $9K
Atlatl Advisers LLC 0.01% — 70 $9K
Signaturefd, LLC 0.00% Reduce -58.8% 70 $9K
Activest Wealth Management 0.00% Add +112.5% 68 $8K
Hilltop National Bank 0.00% No change 67 $8K
HM Payson & Co. 0.00% Add +4.9% 64 $8K
WR Wealth Planners, LLC 0.00% Reduce -53.3% 63 $8K
Archer Investment Corp 0.00% Add +5.2% 61 $8K
Tompkins Financial Corp. 0.00% No change 60 $7K
Compass Financial Services Inc 0.00% — 59 $7K
EverSource Wealth Advisors, LLC 0.00% Add +75.8% 58 $7K
Bell Investment Advisors, Inc 0.00% Add +550.0% 52 $6K
Tanglewood Legacy Advisors, LLC 0.00% No change 50 $6K
Farmers & Merchants Investments Inc. 0.00% Reduce -50.0% 50 $6K
Eastern Bank 0.00% No change 50 $6K
Physician Wealth Advisors, Inc. 0.00% New 36 $4K
Clearstead Trust, LLC 0.00% New 35 $4K
Crews Bank & Trust 0.00% — 35 $4K
Colonial Trust Advisors 0.00% New 35 $4K
Avior Wealth Management, LLC 0.00% Reduce -56.3% 35 $4K
Cape Investment Advisory, Inc. 0.00% No change 30 $4K
Atticus Wealth Management, LLC 0.00% No change 30 $4K
Investors Research Corp 0.00% No change 30 $4K
Cedar Mountain Advisors, LLC 0.00% No change 30 $4K
Hurley Capital, LLC 0.00% — 26 $4K
Westside Investment Management, Inc. 0.00% New 25 $3K
Beacon Capital Management, LLC 0.00% New 20 $2K
Bernard Wealth Management Corp. 0.00% — 15 $2K
Park Square Financial Group, LLC 0.00% — 14 $2K
Trust Co 0.00% No change 13 $2K
Ameriflex Group, Inc. 0.00% — 10 $2K
WealthCollab, LLC 0.00% Reduce -37.5% 10 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 10 $1K
Berkshire Capital Holdings Inc. 0.00% Reduce -100.0% 10 $1K
CVA Family Office, LLC 0.00% New 10 $1K
Toth Financial Advisory Corp. 0.00% New 10 $1K
Assetmark, Inc. 0.00% New 10 $1K
Carolinas Wealth Consulting LLC 0.00% Reduce -16.7% 10 $1K
Pin Oak Investment Advisors Inc. 0.00% No change 10 $1K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +800.0% 9 $1K
HBC Financial Services, PLLC 0.00% New 10 $1K
Coston, McIsaac & Partners 0.00% No change 14 $1K
Abound Wealth Management 0.00% No change 4 $494
Stephens Consulting, LLC 0.00% No change 4 $494
Whipplewood Advisors, LLC 0.00% — 4 $493
Atwood & Palmer Inc. 0.00% No change 3 $371
Cassady Schiller Wealth Management, LLC 0.00% No change 3 $370
Cullen/Frost Bankers, Inc. 0.00% New 3 $370
Decker Retirement Planning Inc. 0.00% — 2 $247
Huntington National Bank 0.00% Reduce -96.4% 1 $123
Grove Bank & Trust 0.00% New 1 $123
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $89

"% of holder's portfolio" is ARM's weight in each manager's 13F, not the share of Arm Holdings PLC-ADR the manager owns.