Arm Holdings PLC-ADRARM
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $526.6M |
| Exits | 84 | $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.