Arm Holdings PLC-ADRARM

13F holders, Q2 2025 (June 30)
668holders +34
122new positions
88sold out
6famous investors
$161.69avg. 13F price*

At the end of Q2 2025, 668 institutions reported holding Arm Holdings PLC-ADR (ARM) in their 13F filings, up 34 from Q1 2025. 122 opened new positions and 88 sold out. The largest holders were Capital World Investors ($800.4M), Schroder Investment Management Group ($767.6M) and Coatue Management ($749.4M). 6 famous investors held it, including Brad Gerstner (2.2% of Altimeter Capital Management's portfolio), Philippe Laffont (2.1% of Coatue Management's portfolio) and Ray Dalio (0.3% of Bridgewater Associates'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions122$1.7B
Exits88$468.9M

All 13F filers, Q1 2025 → Q2 2025: 21,020,374 shares bought and 15,596,885 shares sold, net +5,423,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 668 holders

Capital World Investors 0.12% Add +0.3% 4,948,437 $800.4M
Schroder Investment Management Group 0.65% Add +41.7% 4,745,957 $767.6M
Coatue Management 2.09% New 4,633,454 $749.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.70% Reduce -20.0% 4,162,320 $673.2M
Morgan Stanley 0.04% Add +19.6% 3,776,628 $610.8M
Goldman Sachs Group Inc. 0.10% Reduce -0.7% 3,665,723 $592.9M
Sustainable Growth Advisers, LP 2.89% Add +116.8% 3,457,220 $559.2M
UBS Group AG 0.11% Add +15.3% 3,292,334 $532.5M
Artisan Partners Limited Partnership 0.49% Reduce -39.1% 2,034,535 $329.1M
Alphabet Inc. 14.85% No change 1,960,784 $317.1M
Mubadala Investment Co PJSC 1.28% No change 1,501,960 $242.9M
Bank of America Corp. 0.02% Add +12.8% 1,476,743 $238.8M
FMR LLC 0.01% Reduce -23.2% 1,428,475 $231.0M
Franklin Resources Inc. 0.06% Add +27.9% 1,417,829 $229.3M
Invesco Ltd. 0.04% Add +139.9% 1,381,906 $223.5M
Jericho Capital Asset Management L.P. 2.81% New 1,306,115 $211.3M
BlackRock, Inc. 0.00% Reduce -67.2% 1,135,389 $183.6M
Nvidia Corp. 4.11% No change 1,101,249 $178.1M
BNP Paribas Financial Markets 0.14% Reduce -50.0% 1,094,865 $177.1M
Wellington Management Group LLP 0.03% Add +1.1% 1,059,671 $171.4M
Altimeter Capital Management 2.18% Add +431.4% 933,208 $150.9M
Bank Julius Baer & Co. Ltd, Zurich 0.42% Reduce -0.2% 864,660 $139.9M
Loomis Sayles & Co. L P 0.17% Reduce -2.0% 828,140 $133.9M
Walleye Trading LLC 3.25% Reduce -11.3% 818,567 $132.4M
Employees Provident Fund Board 1.03% Reduce -26.6% 733,519 $118.6M
Robeco Schweiz AG 2.73% Reduce -6.0% 731,496 $118.3M
AXA S.A. 0.29% Add +49.3% 629,816 $101.9M
First Trust Advisors LP 0.08% Reduce -33.4% 604,296 $97.7M
Hudson Bay Capital Management LP 0.72% New 600,000 $97.0M
American Century Companies Inc. 0.05% Reduce -15.2% 596,580 $96.5M
Citigroup Inc. 0.07% Reduce -12.8% 596,188 $96.4M
Parallax Volatility Advisers, L.P. 4.71% Add +146.8% 593,626 $96.0M
Citadel Advisors 0.08% Add +130.1% 527,621 $85.3M
Barclays PLC 0.03% Reduce -31.5% 527,618 $85.3M
Castle Hook Partners LP 1.25% New 525,825 $85.0M
Sei Investments Co. 0.10% Reduce -17.2% 522,313 $84.5M
Robeco Institutional Asset Management B.V. 0.14% Add +3853.4% 520,465 $84.2M
Rafferty Asset Management, LLC 0.27% Add +31.0% 506,874 $82.0M
Marshall Wace, LLP 0.09% Add +75.2% 482,952 $78.1M
Zevenbergen Capital Investments LLC 1.51% Add +1.2% 477,289 $77.2M
Bridgewater Associates 0.31% New 473,725 $76.6M
Wells Fargo & Company 0.02% Add +26.2% 471,252 $76.2M
State Street Corp. 0.00% Add +14.7% 441,445 $71.4M
Driehaus Capital Management LLC 0.57% Add +2166.2% 437,769 $70.8M
Mirae Asset Global Investments Co., Ltd. 0.25% Reduce -0.7% 435,902 $70.5M
1832 Asset Management L.P. 0.11% New 403,700 $65.3M
Susquehanna International Group, LLP 0.10% Reduce -61.2% 385,195 $62.3M
Gilder Gagnon Howe & Co. LLC 0.60% Add +0.2% 347,089 $56.1M
NZS Capital, LLC 1.85% Add +76.2% 337,190 $54.5M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Reduce -3.0% 321,010 $51.9M
Raymond James Financial Inc. 0.02% Add +15.2% 315,395 $51.0M
LPL Financial LLC 0.02% Add +12.7% 284,999 $46.1M
Deutsche Bank AG 0.02% Add +20.5% 280,386 $45.3M
Mawer Investment Management Ltd. 0.23% New 275,747 $44.6M
GQG Partners LLC 0.06% New 273,048 $44.2M
Swedbank AB 0.05% Add +46.3% 255,700 $41.4M
Royal Bank of Canada 0.01% Add +31.8% 253,236 $41.0M
Mark Asset Management LP 4.68% Reduce -0.1% 241,720 $39.1M
Primecap Management Co. 0.03% Reduce -13.9% 235,590 $38.1M
Banque Transatlantique SA 1.03% Add +14.6% 229,633 $37.2M
Dock Street Asset Management Inc. 3.43% Add +49.0% 225,452 $36.5M
Nwi Management LP 3.34% Add +66.7% 225,000 $36.4M
Penserra Capital Management LLC 0.50% New 220,504 $35.7M
Man Group plc 0.08% Reduce -45.4% 217,640 $35.2M
Ameriprise Financial Inc. 0.01% Add +10.1% 208,557 $33.7M
Twin Tree Management, LP 0.85% Reduce -62.2% 207,424 $33.5M
Legal & General Group Plc 0.01% Add +21.4% 195,973 $31.7M
Group One Trading LLC 0.99% Reduce -47.5% 187,133 $30.3M
Renaissance Technologies 0.04% Add +856.9% 186,600 $30.2M
Sig Brokerage, LP 8.16% New 183,815 $29.7M
ProShare Advisors LLC 0.06% Add +4.9% 183,346 $29.7M
Liontrust Investment Partners LLP 0.41% Reduce -6.9% 177,909 $28.8M
Voya Investment Management LLC 0.03% Reduce -14.9% 175,215 $28.3M
Cibc World Market Inc. 0.06% Reduce -32.0% 172,383 $27.9M
Neuberger Berman Group LLC 0.02% Reduce -49.0% 158,191 $25.6M
JPMorgan Chase & Co. 0.00% Reduce -25.6% 153,487 $24.8M
Vident Advisory, LLC 0.28% Reduce -35.4% 152,555 $24.7M
Pacific Heights Asset Management LLC 1.21% New 140,000 $22.6M
Reynders McVeigh Capital Management, LLC 1.11% Add +16.3% 137,598 $22.3M
Newbrook Capital Advisors LP 2.75% New 135,144 $21.9M
Rheos Capital Works Inc. 1.21% New 130,000 $21.0M
State of Michigan Retirement System 0.11% No change 128,200 $20.7M
Osaic Holdings, Inc. 0.04% Add +3.1% 126,168 $20.4M
Oribel Capital Management, LP 1.08% New 126,100 $20.4M
Groupe la Francaise 0.33% Add +403.4% 124,052 $20.0M
Handelsbanken Fonder AB 0.07% Add +42.2% 121,482 $19.6M
SBI Securities Co., Ltd. 0.56% Reduce -6.8% 121,218 $19.6M
Cwm, LLC 0.07% Reduce -10.3% 114,574 $18.5M
Geode Capital Management, LLC 0.00% Add +3.0% 113,335 $18.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +0.5% 108,248 $17.5M
Ensign Peak Advisors, Inc 0.03% Add +41.3% 107,964 $17.5M
Ardsley Advisory Partners LP 2.84% Add +208.5% 107,500 $17.4M
Defender Capital, LLC. 5.88% New 106,985 $17.3M
Franklin Street Advisors Inc. 1.06% Reduce -2.7% 105,680 $17.1M
United Capital Management of KS, Inc. 2.64% Add +10.4% 104,051 $16.8M
Alliancebernstein L.P. 0.01% Reduce -37.1% 102,724 $16.6M
LBP Am SA 0.23% Add +26.7% 102,469 $16.6M
HSBC Holdings PLC 0.01% Add +31.1% 101,146 $16.5M
Stony Point Capital LLC 1.29% Reduce -12.1% 101,054 $16.3M
Mirae Asset Securities (usa) Inc. 0.72% New 100,260 $16.2M
Telemark Asset Management, LLC 1.72% No change 100,000 $16.2M
Renaissance Capital LLC 11.23% Reduce -11.4% 99,563 $16.1M
ArchPoint Investors 4.66% No change 98,039 $15.9M
Bank of New York Mellon Corp 0.00% Reduce -3.9% 98,021 $15.9M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -13.0% 95,437 $15.4M
Silvant Capital Management LLC 0.58% Add +0.7% 95,291 $15.4M
Capitolis Liquid Global Markets LLC 0.11% New 95,100 $15.4M
Silvercrest Asset Management Group LLC 0.10% New 92,055 $14.9M
Public Employees Retirement System of Ohio 0.05% Add +5.2% 89,287 $14.4M
UNICOM Systems, Inc. 1.99% No change 89,000 $14.4M
Nepsis Inc. 3.77% Reduce -2.6% 83,720 $13.5M
Jane Street Group, LLC 0.02% Reduce -70.1% 80,523 $13.0M
Global X Japan Co., Ltd. 1.32% Add +638.4% 80,239 $13.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.4% 76,494 $12.4M
Tidal Investments LLC 0.08% Add +121.3% 74,759 $12.1M
Prudential PLC 0.07% Reduce -32.1% 73,755 $11.9M
Broadleaf Partners, LLC 2.58% Add +0.9% 72,433 $11.7M
Envestnet Asset Management Inc. 0.00% Add +74.6% 71,851 $11.6M
Clear Street LLC 0.07% New 69,230 $11.2M
Focus Partners Wealth 0.02% Reduce -0.2% 68,700 $11.1M
Marsico Capital Management LLC 0.30% Reduce -67.6% 67,270 $10.9M
Commonwealth Equity Services, LLC 0.01% Add +10.9% 64,928 $10.5M
Assetmark, Inc. 0.02% Add +31.8% 64,564 $10.4M
APG Asset Management N.V. 0.03% Add +5.1% 73,700 $10.2M
Diversify Advisory Services, LLC 0.39% Add +7.7% 71,040 $10.1M
Nissay Asset Management Corp. /Japan 0.06% Reduce -9.6% 59,534 $9.6M
Victory Capital Management Inc. 0.01% Add +1.4% 58,855 $9.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +9.0% 54,298 $8.8M
SG Americas Securities, LLC 0.04% Add +229.4% 54,280 $8.8M
NCP Inc. 8.23% Add +1700.0% 54,000 $8.7M
NFSG Corp 1.37% Add +12.0% 52,141 $8.4M
Cantor Fitzgerald, L. P. 0.20% Add +72.3% 50,936 $8.2M
Jones Financial Companies LLLP 0.01% Add +21.3% 47,885 $7.9M
Allianz Asset Management GmbH 0.01% No change 48,615 $7.9M
Y-Intercept (Hong Kong) Ltd 0.19% Add +581.0% 47,660 $7.7M
Hidden Lake Asset Management LP 3.71% New 46,620 $7.5M
Stifel Financial Corp. 0.01% Reduce -3.4% 46,462 $7.5M
Polar Asset Management Partners Inc. 0.25% New 45,766 $7.4M
Guggenheim Capital LLC 0.06% Add +15.3% 44,159 $7.1M
Point72 (DIFC) Ltd 0.57% New 44,000 $7.1M
Pinebridge Investments, L.P. 0.06% Reduce -16.7% 43,691 $7.1M
Oppenheimer & Co. Inc. 0.09% Add +2.4% 42,477 $6.9M
Capital International Sarl 0.13% Add +6.1% 41,290 $6.7M
National Bank of Canada 0.01% Add +39.9% 40,409 $6.5M
Intrinsic Edge Capital Management LLC 0.98% New 40,000 $6.5M
Orion Porfolio Solutions, LLC 0.05% New 38,812 $6.3M
Jackson Square Capital, LLC 1.38% Reduce -2.3% 38,526 $6.2M
Schonfeld Strategic Advisors LLC 0.05% New 37,147 $6.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +8.8% 36,964 $6.0M
Venture Visionary Partners LLC 0.22% Add +6.6% 36,045 $5.8M
Pinnacle Associates Ltd. 0.08% Reduce -4.5% 35,357 $5.7M
Exchange Traded Concepts, LLC 0.07% Reduce -7.0% 35,120 $5.7M
Lagoda Investment Management, L.P. 3.13% New 34,125 $5.5M
Charles Schwab Investment Management Inc. 0.00% Add +2.6% 33,948 $5.5M
XTX Topco Ltd 0.22% New 33,250 $5.4M
Blue Fin Capital, Inc. 0.91% Add +6.0% 32,878 $5.3M
Covenant Asset Management, LLC 1.09% Reduce -9.6% 32,827 $5.3M
Bank of Montreal 0.00% Reduce -77.7% 32,636 $5.3M
Janney Montgomery Scott LLC 0.01% Add +1.9% 32,194 $5.2M
Telligent Fund, LP 4.73% Add +28.0% 32,000 $5.2M
NewEdge Advisors, LLC 0.03% Reduce -3.1% 31,852 $5.2M
Canada Pension Plan Investment Board 0.00% No change 30,949 $5.0M
Cetera Investment Advisers 0.01% Reduce -5.7% 30,654 $5.0M
TD Asset Management Inc 0.00% Reduce -8.6% 30,216 $4.9M
Pacer Advisors, Inc. 0.01% Add +302.0% 29,789 $4.8M
HighTower Advisors, LLC 0.01% Add +15.7% 29,301 $4.7M
USS Investment Management Ltd 0.03% Add +1.3% 28,427 $4.6M
Mariner, LLC 0.01% Add +2.0% 27,238 $4.4M
Robocap Asset Management Ltd 2.74% Add +13.0% 26,847 $4.3M
Millennium Management 0.00% Reduce -26.1% 26,704 $4.3M
New York State Common Retirement Fund 0.01% Reduce -36.0% 26,661 $4.3M
GF Fund Management Co. LTD. 0.09% Add +7.5% 26,644 $4.3M
Thames Capital Management LLC 0.94% New 25,533 $4.1M
Capital International Ltd. 0.16% No change 25,475 $4.1M
CMT Capital Markets Trading GmbH 1.90% Add +302.2% 24,399 $3.9M
Slow Capital, Inc. 0.48% New 24,396 $3.9M
HAP Trading, LLC 1.71% Reduce -58.0% 24,286 $3.9M
Boothbay Fund Management, LLC 0.12% New 23,900 $3.9M
Financial Gravity Companies, Inc. 0.76% — 23,880 $3.9M
Adams Wealth Management 0.73% Reduce -10.1% 23,756 $3.8M
CacheTech Inc. 0.71% Reduce -10.1% 23,756 $3.8M
Russell Investments Group, Ltd. 0.00% Add +202.3% 23,480 $3.8M
Nomura Asset Management Co. Ltd. 0.01% Add +14.4% 23,307 $3.8M
Rockefeller Capital Management L.P. 0.01% Add +13.7% 23,225 $3.8M
Independent Financial Group, LLC 0.10% Add +27.5% 23,176 $3.7M
CIBC Asset Management Inc 0.01% Reduce -1.4% 22,255 $3.6M
NEOS Investment Management LLC 0.04% Add +241.2% 22,033 $3.6M
CloudAlpha Capital Management Limited/Hong Kong 0.44% New 21,924 $3.5M
ExodusPoint Capital Management, LP 0.04% New 21,867 $3.5M
Vontobel Holding Ltd. 0.01% Reduce -12.2% 21,623 $3.5M
GPS Wealth Strategies Group, LLC 0.39% Reduce -6.8% 20,950 $3.4M
Tower View Wealth Management LLC 1.74% Add +1.2% 20,809 $3.4M
Atria Wealth Solutions, Inc. 0.08% Reduce -6.5% 20,674 $3.3M
Modus Advisors, LLC 0.99% Add +5.9% 20,608 $3.3M
Guardian Capital LP 0.12% Reduce -0.7% 20,481 $3.3M
GAM Holding AG 0.23% Reduce -6.0% 20,314 $3.3M
Fortress Investment Group LLC 0.47% New 20,000 $3.2M
Meiji Yasuda Asset Management Co Ltd. 0.15% Reduce -3.4% 18,544 $3.0M
Equitable Holdings, Inc. 0.02% Add +62.8% 18,312 $3.0M
180 Wealth Advisors, LLC 0.41% Add +121.7% 18,149 $2.9M
Haven Capital Group, Inc. 2.56% Reduce -2.1% 17,944 $2.9M
Harvest Fund Management Co., Ltd 0.14% Add +96.3% 17,770 $2.9M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1.12% Reduce -52.9% 17,335 $2.8M
Blair William & Co. 0.01% Reduce -80.4% 17,317 $2.8M
Independent Solutions Wealth Management, LLC 0.54% Add +3.0% 17,069 $2.8M
Pursue Wealth Partners LLC 1.56% Reduce -24.7% 17,024 $2.8M
Next Century Growth Investors LLC 0.21% Add +0.1% 16,924 $2.7M
Profund Advisors LLC 0.10% Add +11.2% 16,655 $2.7M
Capital International, Inc. 0.03% Add +9.5% 16,314 $2.6M
Marex Group Ltd 0.05% Reduce -68.7% 16,275 $2.6M
Westwood Wealth Management 0.87% Reduce -12.3% 16,100 $2.6M
Van Eck Associates Corp. 0.00% Add +8.3% 15,855 $2.6M
Aft, Forsyth & Company, Inc. 1.30% Reduce -3.8% 15,733 $2.5M
Chicago Capital, LLC 0.06% Add +0.5% 15,732 $2.5M
Snowden Capital Advisors LLC 0.08% Reduce -4.2% 15,712 $2.5M
Advisory Services Network, LLC 0.04% Add +15.3% 17,963 $2.5M
Caption Management, LLC 0.23% Add +78.2% 15,500 $2.5M
Cim Investment Management Inc. 0.48% Add +99.6% 17,574 $2.5M
Ascent Wealth Partners, LLC 0.31% Reduce -25.7% 15,333 $2.5M
Hoey Investments, Inc. 0.37% Add +159.3% 15,206 $2.5M
B. Metzler seel. Sohn & Co. AG 0.02% Add +5.2% 15,203 $2.5M
Warm Springs Advisors Inc. 2.08% No change 15,005 $2.4M
Shelton Capital Management 0.06% Add +4.2% 14,889 $2.4M
iA Global Asset Management Inc. 0.04% Add +2.9% 14,821 $2.4M
Squarepoint Ops LLC 0.01% Reduce -77.9% 14,584 $2.4M
Morse Asset Management, Inc 0.52% Reduce -7.6% 14,566 $2.4M
Point72 Italy, S.r.l. 1.15% New 14,463 $2.3M
Oak Grove Capital LLC 0.53% Add +1.4% 14,200 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -84.5% 13,910 $2.3M
Cerity Partners LLC 0.00% Reduce -6.4% 13,735 $2.2M
Savoie Capital LLC 0.28% No change 13,700 $2.2M
Midwest Professional Planners, LTD. 0.58% Reduce -1.7% 13,689 $2.2M
PFG Investments, LLC 0.13% Reduce -37.7% 13,680 $2.2M
E Fund Management Co., Ltd. 0.10% Add +301.3% 13,367 $2.2M
Rwa Wealth Partners, LLC 0.03% New 13,086 $2.1M
Elite Wealth Management, Inc. 0.68% Reduce -51.3% 12,785 $2.1M
Phoenix Financial Ltd. 0.03% New 10,000 $2.0M
Acadian Asset Management LLC 0.00% Reduce -89.2% 12,357 $2.0M
Quantum Private Wealth, LLC 0.64% Add +7.6% 12,313 $2.0M
Baker Chad R 0.37% No change 12,155 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +0.2% 11,956 $1.9M
Mizuho Markets Cayman LP 0.14% Reduce -62.5% 11,922 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -35.2% 11,459 $1.9M
Mizuho Securities Co. Ltd. 6.41% Add +55.6% 10,970 $1.8M
Daiwa Securities Group Inc. 0.01% Reduce -22.5% 10,965 $1.8M
Rakuten Securities, Inc. 0.69% Reduce -50.0% 10,868 $1.8M
Aft, Forsyth & Sober, LLC 0.59% Add +5.9% 10,800 $1.7M
Stratos Wealth Partners, LTD. 0.02% Add +161.8% 10,747 $1.7M
Toronto Dominion Bank 0.00% Add +73.3% 10,613 $1.7M
Rathbones Group PLC 0.01% Add +0.2% 10,482 $1.7M
Smith Group Asset Management, LLC 0.11% Reduce -46.4% 10,300 $1.7M
Cresset Asset Management, LLC 0.01% Reduce -34.3% 10,247 $1.7M
Kestra Advisory Services, LLC 0.01% Add +5.8% 10,244 $1.7M
Captrust Financial Advisors 0.00% Add +233.0% 10,232 $1.7M
Willner & Heller, LLC 1.37% Add +21.4% 10,090 $1.6M
&partners 0.01% Add +11.1% 10,065 $1.6M
Integrated Wealth Concepts LLC 0.02% Reduce -3.9% 10,060 $1.6M
KP Management LLC 0.66% Reduce -33.3% 10,000 $1.6M
FUKOKU MUTUAL LIFE INSURANCE Co 0.10% No change 10,000 $1.6M
Louisiana State Employees Retirement System 0.03% Add +2.1% 9,800 $1.6M
BNP Paribas 0.05% Add +3.2% 9,719 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Reduce -16.4% 9,691 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -45.2% 9,566 $1.5M
Cibc World Markets Corp. 0.01% New 9,530 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.4% 9,505 $1.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% No change 9,495 $1.5M
Fiduciary Trust Co 0.02% Reduce -0.4% 9,429 $1.5M
Scotia Capital Inc. 0.01% Reduce -5.3% 9,221 $1.5M
Oppenheimer Asset Management Inc. 0.02% Add +122.8% 9,054 $1.5M
Steel Grove Capital Advisors, LLC 0.17% No change 8,920 $1.4M
Horizon Investments, LLC 0.02% Reduce -20.4% 8,877 $1.4M
Private Advisor Group, LLC 0.01% Reduce -9.1% 8,870 $1.4M
NewEdge Wealth, LLC 0.02% Reduce -1.0% 10,565 $1.4M
Empirical Asset Management, LLC 0.44% No change 8,825 $1.4M
SCS Capital Management LLC 0.02% Add +62.1% 8,788 $1.4M
Parisi Gray Wealth Management 0.41% Add +9.0% 8,784 $1.4M
Dorsey & Whitney Trust CO LLC 0.08% New 8,775 $1.4M
Fortem Financial Group, LLC 0.45% Add +20.8% 8,720 $1.4M
QRG Capital Management, Inc. 0.01% Reduce -3.1% 8,709 $1.4M
Signal Advisors Wealth, LLC 0.11% New 8,666 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.5% 8,983 $1.4M
Prasad Wealth Partners, LLC 0.40% Reduce -1.8% 8,549 $1.4M
Centaurus Financial, Inc. 0.08% Add +1.7% 8,541 $1.4M
Banque Cantonale Vaudoise 0.06% Add +18.6% 8,534 $1.4M
EverSource Wealth Advisors, LLC 0.06% Add +2434.6% 8,364 $1.4M
TrueMark Investments, LLC 0.29% Add +25.5% 8,341 $1.3M
RFG Advisory, LLC 0.03% Reduce -1.9% 8,330 $1.3M
Lazard Asset Management LLC 0.00% Reduce -15.2% 8,284 $1.3M
Main Street Financial Solutions, LLC 0.10% Add +3.7% 8,171 $1.3M
Harbour Capital Advisors, LLC 0.28% Reduce -2.1% 8,525 $1.3M
Thoroughbred Financial Services, LLC 0.09% New 8,003 $1.3M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -28.6% 7,994 $1.3M
Haven Private, LLC 0.57% Add +0.9% 7,973 $1.3M
Meiji Yasuda Life Insurance Co 0.04% No change 7,679 $1.2M
Natixis 0.01% Reduce -93.2% 7,646 $1.2M
Leonteq Securities AG 0.07% Reduce -79.3% 7,563 $1.2M
Convergence Financial, LLC 0.21% Add +7.2% 7,491 $1.2M
Freedom Investment Management, Inc. 0.10% Reduce -9.3% 7,392 $1.2M
Kestra Private Wealth Services, LLC 0.02% Add +44.1% 7,354 $1.2M
MML Investors Services, LLC 0.00% Reduce -24.0% 7,340 $1.2M
Watts Gwilliam & Co., LLC 0.19% Reduce -7.9% 8,069 $1.2M
Americana Partners, LLC 0.04% Reduce -0.2% 7,277 $1.2M
Lake Street Private Wealth, LLC 0.16% Add +27.3% 7,035 $1.1M
B & T Capital Management DBA Alpha Capital Management 0.20% Add +22.6% 7,004 $1.1M
Corps Capital Advisors, LLC 1.82% Reduce -0.9% 7,000 $1.1M
Abn Amro Investment Solutions 0.02% New 7,000 $1.1M
Pine Valley Investments Ltd Liability Co 0.07% Add +89.1% 6,833 $1.1M
Prelude Capital Management, LLC 0.11% New 6,800 $1.1M
Jump Financial, LLC 0.01% Reduce -90.3% 6,771 $1.1M
Main Management ETF Advisors, LLC 0.04% Add +1.7% 6,597 $1.1M
Capital Market Strategies LLC 0.74% Reduce -16.8% 6,518 $1.1M
IPG Investment Advisors LLC 0.20% Add +210.1% 6,480 $1.0M
Strategic Blueprint, LLC 0.05% Reduce -0.7% 6,423 $1.0M
US Bancorp \de 0.00% Reduce -32.1% 6,386 $1.0M
Royal Fund Management, LLC 0.11% Reduce -53.3% 6,360 $1.0M
ING Groep NV 0.01% New 6,339 $1.0M
Prospect Hill Management, LLC 0.52% Reduce -2.0% 6,214 $1.0M
Bulltick Wealth Management, LLC 0.24% Add +6.6% 6,000 $970K
Kingswood Wealth Advisors, LLC 0.08% Add +52.1% 5,958 $964K
Vise Technologies, Inc. 0.04% — 5,915 $957K
Vega Investment Solutions 0.21% Reduce -11.4% 5,600 $906K
Henshaw Capital LLC 0.04% Add +28.8% 5,594 $905K
LMR Partners LLP 0.02% Reduce -77.2% 5,562 $900K
Capital Group Investment Management Pte. LTD. 0.16% No change 5,478 $886K
T. Rowe Price Associates Inc. 0.00% Reduce -78.8% 5,464 $885K
Corient Private Wealth LP 0.00% Reduce -32.8% 5,452 $882K
Empowered Funds, LLC 0.01% Add +11.2% 5,435 $879K
International Assets Investment Management, LLC 0.07% Reduce -22.1% 5,420 $877K
Truist Financial Corp. 0.00% Add +172.4% 5,415 $876K
Leavell Investment Management, Inc. 0.04% Add +3.5% 5,395 $873K
StoneCrest Wealth Management, Inc. 0.41% Add +2.8% 5,378 $870K
Prosperity Wealth Management, Inc. 0.32% Add +1.6% 5,349 $865K
Creative Planning 0.00% Reduce -85.5% 5,325 $861K
Cherry Creek Investment Advisors, Inc. 0.40% Add +4.7% 5,278 $854K
Perigon Wealth Management, LLC 0.02% Reduce -6.6% 5,174 $837K
Schwarz Dygos Wheeler Investment Advisors LLC 0.19% Reduce -1.6% 5,109 $827K
WealthPLAN Partners, LLC 0.13% Add +23.8% 5,051 $817K
Advisors Asset Management, Inc. 0.01% Add +11.4% 5,037 $815K
High Falls Advisors, Inc 0.18% No change 5,000 $809K
Washington Trust Advisors, Inc. 0.07% No change 4,997 $808K
TD Waterhouse Canada Inc. 0.01% Reduce -15.3% 5,155 $805K
Geneos Wealth Management Inc. 0.02% Add +61.1% 4,890 $791K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 4,890 $791K
GTS Securities LLC 0.04% New 4,886 $790K
Concurrent Investment Advisors, LLC 0.02% New 4,886 $790K
Gilbert & Cook, Inc. 0.11% Add +2.2% 4,850 $784K
KCM Investment Advisors LLC 0.03% Add +51.8% 4,727 $765K
Mangrove Partners Im, LLC 0.08% No change 4,724 $764K
ROI Financial Advisors, LLC 0.48% Add +30.0% 4,706 $761K
Park Avenue Securities LLC 0.01% Reduce -10.6% 4,665 $755K
Stephens Inc. 0.01% Add +3.4% 4,665 $755K
Sonora Investment Management Group, LLC 0.06% Reduce -0.1% 4,635 $750K
Arkadios Wealth Advisors 0.02% Add +20.1% 4,597 $744K
Capstone Investment Advisors, LLC 0.01% Reduce -94.2% 4,574 $740K
IAM Advisory, LLC 0.18% Add +3.0% 4,556 $737K
Tufton Capital Management 0.14% Add +2.3% 4,525 $731K
Avantax Advisory Services, Inc. 0.00% Reduce -9.1% 4,502 $728K
HighPoint Advisor Group LLC 0.04% Reduce -11.1% 4,491 $726K
Erste Asset Management GmbH 0.01% Reduce -84.8% 4,567 $722K
Ameritas Investment Partners, Inc. 0.02% Add +2.3% 4,383 $709K
Good Life Advisors, LLC 0.04% Add +1.1% 4,382 $709K
Eisler Capital Management Ltd. 0.02% Reduce -68.5% 4,377 $708K
Huntleigh Advisors, Inc. 0.14% Reduce -1.4% 4,370 $707K
Cornerstone Wealth Management, LLC 0.04% Add +3.3% 4,367 $706K
Summit Trail Advisors, LLC 0.01% New 4,327 $700K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -4.8% 4,241 $686K
Robertson Stephens Wealth Management, LLC 0.02% Add +20.3% 4,150 $671K
Purus Wealth Management, LLC 0.23% No change 4,140 $670K
CastleKnight Management LP 0.05% No change 4,140 $670K
OneDigital Investment Advisors LLC 0.01% New 4,065 $657K
Kaizen Financial Strategies 0.33% Add +60.8% 4,019 $650K
Wedbush Securities Inc. 0.02% Add +20.1% 3,932 $636K
Farther Finance Advisors, LLC 0.01% Add +139.1% 3,863 $625K
Norinchukin Bank, The 0.01% Add +9.9% 3,862 $625K
Crossmark Global Holdings, Inc. 0.01% Add +21.0% 3,847 $622K
Lattice Capital Management, LLC 0.68% No change 3,800 $615K
Silver Oak Securities, Incorporated 0.05% Reduce -38.1% 3,679 $595K
Jennison Associates LLC 0.00% Reduce -19.3% 3,616 $585K
Union Bancaire Privee, UBP SA 0.01% No change 3,515 $582K
SeaCrest Wealth Management, LLC 0.06% Reduce -24.6% 3,540 $573K
Kovack Advisors, Inc. 0.06% Reduce -20.1% 3,530 $571K
Accel Wealth Management 0.19% Reduce -2.6% 3,519 $569K
Glaxis Capital Management, LLC 0.76% New 3,500 $566K
Bank of Nova Scotia 0.00% New 3,443 $556K
TFB Advisors LLC 0.14% Add +31.9% 3,409 $551K
Bosman Wealth Management, LLC 0.49% Reduce -37.8% 3,384 $547K
Northern Trust Corp. 0.00% Reduce -75.8% 3,366 $544K
Stonehage Fleming Financial Services Holdings Ltd 0.02% New 3,341 $540K
Essex Financial Services, Inc. 0.04% Add +1.8% 3,333 $539K
Yarbrough Capital, LLC 0.02% No change 3,332 $539K
Edmond DE Rothschild Holding S.A. 0.01% Add +17.7% 3,325 $538K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -18.7% 3,307 $535K
Kingsview Wealth Management, LLC 0.01% Add +70.7% 3,220 $521K
Quantinno Capital Management LP 0.00% Reduce -16.0% 3,204 $518K
Asset Management One Co., Ltd. 0.00% Reduce -1.6% 3,192 $516K
Gladstone Institutional Advisory LLC 0.02% Add +7.1% 3,182 $515K
Cynosure Group, LLC 0.06% Add +14.1% 3,156 $510K
J.W. Cole Advisors, Inc. 0.01% Reduce -5.2% 3,144 $509K
EMC Capital Management 0.27% Add +10.7% 3,100 $501K
Verition Fund Management LLC 0.00% Reduce -98.3% 3,082 $498K
Inscription Capital, LLC 0.07% New 3,037 $491K
China Universal Asset Management Co., Ltd. 0.05% Reduce -6.1% 3,037 $491K
Balboa Wealth Partners 0.10% Add +11.0% 3,025 $489K
Cladis Investment Advisory, LLC 0.30% Add +50.0% 3,000 $485K
Vanguard Personalized Indexing Management, LLC 0.01% New 2,989 $483K
IHT Wealth Management, LLC 0.01% Add +14.2% 2,974 $481K
Brown Advisory Inc. 0.00% Reduce -4.2% 2,961 $479K
Baird Financial Group, Inc. 0.00% Reduce -1.8% 2,908 $470K
Independent Advisor Alliance 0.01% Add +27.3% 2,907 $470K
Prime Capital Investment Advisors, LLC 0.01% Reduce -16.8% 2,893 $468K
Tower Research Capital LLC (TRC) 0.01% Add +25.4% 2,793 $452K
Allworth Financial LP 0.00% Add +308.7% 2,775 $449K
D.A. Davidson & Co. 0.00% Reduce -9.8% 2,701 $437K
Fearless Solutions, LLC dba Best Invest 0.30% Reduce -6.9% 2,696 $436K
Argonautica Private Wealth Management, Inc. 0.14% Add +0.2% 2,683 $434K
Obsidian Cio, LLC 0.06% Reduce -9.5% 2,669 $432K
Tsfg, LLC 0.08% No change 2,667 $431K
Henry James International Management Inc. 0.14% Add +0.7% 2,637 $427K
Crown Wealth Group, LLC 0.16% No change 2,604 $421K
Northstar Group, Inc. 0.07% Add +19.8% 2,570 $416K
Meridian Wealth Management, LLC 0.02% Add +2.1% 2,570 $416K
Fortis Capital Advisors, LLC 0.07% Reduce -0.4% 2,514 $407K
Belpointe Asset Management LLC 0.02% Reduce -0.4% 2,514 $407K
Lido Advisors, LLC 0.00% New 2,492 $403K
HHM Wealth Advisors, LLC 0.05% No change 2,490 $403K
Focus Financial Network, Inc. 0.02% Add +1.9% 2,479 $401K
Piar LLC 0.44% No change 3,725 $398K
Costello Asset Management, INC 0.15% Add +1.6% 2,432 $393K
Schnieders Capital Management LLC 0.07% Add +9.0% 2,430 $393K
Sentry Investment Management LLC 0.22% No change 2,660 $393K
MBL Wealth, LLC 0.04% Add +1.4% 2,407 $389K
Blue Trust, Inc. 0.00% Add +23.2% 2,389 $386K
Sigma Planning Corp 0.01% Reduce -1.5% 2,373 $384K
Ritholtz Wealth Management 0.01% Reduce -0.3% 2,369 $383K
Fox Run Management, L.L.C. 0.06% Reduce -75.0% 2,368 $383K
Great Valley Advisor Group, Inc. 0.01% Add +2.6% 2,335 $378K
Bridgefront Capital, LLC 0.10% Reduce -36.0% 2,283 $369K
Sagespring Wealth Partners, LLC 0.01% Add +0.1% 2,240 $362K
Sage Capital Management, LLC 0.17% No change 2,232 $361K
Veracity Capital LLC 0.12% Add +1.8% 2,163 $350K
Pittenger & Anderson Inc. 0.01% Reduce -14.2% 2,145 $347K
CreativeOne Wealth, LLC 0.01% Reduce -36.2% 2,133 $345K
Sunbelt Securities, Inc. 0.03% Reduce -12.6% 2,785 $344K
Zullo Investment Group, Inc. 0.14% Reduce -2.4% 2,102 $340K
Hudock, Inc. 0.05% No change 2,081 $337K
Keybank National Association 0.00% New 2,080 $336K
Coldstream Capital Management Inc. 0.01% Add +230.7% 2,057 $333K
Belvedere Trading LLC 0.03% New 2,037 $329K
Axq Capital, LP 0.10% Reduce -52.3% 2,009 $325K
Private Trust Co. NA 0.03% Reduce -0.1% 2,009 $325K
Commerce Bank 0.00% Add +0.8% 2,003 $324K
Parallel Advisors, LLC 0.01% Add +14.0% 2,000 $323K
CW Advisors, LLC 0.00% Reduce -15.2% 1,997 $323K
Addison Capital Co 0.11% No change 1,977 $320K
Moors & Cabot, Inc. 0.01% New 1,947 $315K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -7.9% 1,933 $313K
Hennion & Walsh Asset Management, Inc. 0.01% New 1,899 $307K
Western Wealth Management, LLC 0.02% New 1,898 $307K
Mystic Asset Management, Inc. 0.07% New 1,885 $305K
Dakota Wealth Management 0.01% Reduce -92.2% 1,879 $304K
Avidian Wealth Enterprises, LLC 0.01% New 1,864 $301K
Nwam LLC 0.02% Reduce -15.1% 2,088 $301K
Fifth Third Bancorp 0.00% Reduce -89.3% 1,858 $301K
Prospera Financial Services Inc 0.01% New 1,855 $300K
TigerOak Management, L.L.C. 0.10% New 1,853 $300K
STF Management LP 0.12% Add +2.4% 1,845 $298K
O'shaughnessy Asset Management, LLC 0.00% Reduce -6.7% 1,828 $296K
Westover Capital Advisors, LLC 0.06% New 1,800 $291K
Golden State Wealth Management, LLC 0.03% Add +20.6% 1,760 $285K
Diversified Trust Co. 0.01% Reduce -17.6% 1,752 $283K
Dimension Capital Management LLC 0.04% New 1,749 $283K
Clearstead Advisors, LLC 0.00% Add +3.6% 1,744 $282K
Kapstone Financial Advisors LLC 0.14% New 1,743 $282K
Heritage Trust Co 0.03% New 1,742 $282K
Krane Funds Advisors LLC 0.01% New 1,740 $281K
Beacon Pointe Advisors, LLC 0.00% New 1,711 $277K
Asset Dedication, LLC 0.02% No change 1,700 $275K
ICICI Prudential Asset Management Co Ltd 0.03% Reduce -0.2% 1,676 $271K
360 Financial, Inc. 0.09% New 1,669 $270K
Integrity Alliance, Llc. 0.01% Reduce -68.4% 1,668 $270K
Atria Investments, Inc 0.00% New 1,659 $268K
Harbour Investments, Inc. 0.01% Add +0.2% 1,658 $268K
Leigh Baldwin & Co., LLC 0.17% New 1,635 $264K
Brendel Financial Advisors LLC 0.15% New 1,630 $264K
Ascentis Independent Advisors 0.05% New 1,623 $263K
Gerber Kawasaki Wealth & Investment Management 0.01% New 1,615 $261K
Perennial Investment Advisors, LLC 0.03% Reduce -30.2% 1,613 $261K
AdvisorNet Financial, Inc 0.02% Reduce -41.3% 1,595 $258K
Intellectus Partners, LLC 0.06% New 1,580 $256K
Sowell Financial Services LLC 0.01% Reduce -26.6% 1,577 $255K
WJ Wealth Management, LLC 0.08% New 1,550 $251K
Integrated Advisors Network LLC 0.01% New 1,538 $249K
Credit Industriel Et Commercial 0.05% New 1,538 $249K
DGS Capital Management, LLC 0.05% New 1,520 $246K
Wellington Shields Capital Management, LLC 0.04% New 1,514 $245K
Viawealth, LLC 0.14% Reduce -23.7% 1,503 $243K
Venturi Wealth Management, LLC 0.01% New 1,500 $243K
Compound Planning, Inc. 0.01% Reduce -34.9% 1,500 $243K
AE Wealth Management LLC 0.00% New 1,469 $238K
KRS Capital Management, LLC 0.16% New 1,459 $236K
Crescent Sterling, Ltd. 0.26% New 1,448 $234K
Wulff, Hansen & Co. 0.20% New 1,435 $232K
Sanders Morris Harris LLC 0.05% New 1,417 $229K
Congress Park Capital LLC 0.07% New 1,415 $229K
bLong Financial, LLC 0.18% New 1,410 $228K
Claro Advisors Inc. 0.04% New 1,409 $228K
Capital CS Group, LLC 0.37% New 1,400 $226K
FineMark National Bank & Trust 0.01% New 1,396 $226K
SteelPeak Wealth, LLC 0.01% New 1,348 $218K
Kirtland Hills Capital Management, LLC 0.10% New 1,344 $217K
Two Sigma Securities, LLC 0.03% Reduce -66.0% 1,340 $217K
Carnegie Investment Counsel 0.00% New 1,334 $216K
Smith Anglin Financial, LLC 0.02% New 1,329 $215K
Victory Financial Group, LLC 0.03% New 1,318 $213K
Forum Financial Management, LP 0.00% New 1,311 $212K
Victrix Investment Advisors 0.09% New 1,306 $211K
JBR Co Financial Management Inc 0.10% Reduce -33.0% 1,305 $211K
Wealthspire Advisors, LLC 0.00% New 1,305 $211K
Transcend Capital Advisors, LLC 0.02% New 1,290 $209K
CIBC Private Wealth Group LLC 0.00% Add +358.4% 1,279 $207K
Altfest L J & Co. Inc. 0.02% New 1,273 $206K
Atlantic Edge Private Wealth Management, LLC 0.06% No change 1,250 $202K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.5% 1,217 $197K
Mission Wealth Management, LP 0.00% Reduce -94.3% 1,210 $196K
Spire Wealth Management 0.01% Add +2.2% 1,200 $194K
Brooklyn Investment Group 0.02% Add +353.1% 1,169 $189K
Creative Financial Designs Inc. 0.01% Reduce -0.3% 1,127 $182K
E Fund Management (Hong Kong) Co., Ltd. 0.17% Add +3029.4% 1,064 $172K
Principal Securities, Inc. 0.00% Reduce -76.1% 1,050 $170K
Rialto Wealth Management, LLC 0.05% No change 1,000 $162K
Gladstone Capital Management LLP 0.02% Reduce -91.5% 1,000 $162K
MAI Capital Management 0.00% Add +31.2% 942 $152K
Brown, Lisle/Cummings, Inc. 0.04% No change 941 $152K
CoreCap Advisors, LLC 0.01% Add +83.2% 797 $129K
Murphy & Mullick Capital Management Corp 0.10% Add +300.5% 849 $123K
Global Retirement Partners, LLC 0.00% — 747 $121K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -95.2% 730 $118K
Ancora Advisors LLC 0.00% Reduce -0.3% 717 $116K
Comprehensive Financial Planning, Inc. 0.09% No change 700 $113K
Bfsg, LLC 0.01% No change 700 $113K
MCF Advisors LLC 0.01% No change 671 $109K
Atlantic Union Bankshares Corp 0.00% New 650 $105K
State of Wyoming 0.01% New 632 $102K
Family Legacy Financial Solutions, LLC 0.08% — 600 $97K
Rhumbline Advisers 0.00% Add +239.9% 571 $92K
Ransom Advisory, Ltd 0.04% Reduce -19.7% 570 $92K
FNY Investment Advisers, LLC 0.04% New 572 $92K
TrinityBridge Ltd 0.00% Add +86.2% 512 $83K
Hantz Financial Services, Inc. 0.00% Add +6250.0% 508 $82K
SOA Wealth Advisors, LLC. 0.01% No change 505 $82K
Pandora Wealth, Inc. 0.05% No change 500 $81K
MorganRosel Wealth Management, LLC 0.02% No change 500 $81K
Fourth Dimension Wealth, LLC 0.03% New 469 $76K
Ameritas Advisory Services, LLC 0.00% New 463 $75K
Plante Moran Financial Advisors, LLC 0.01% Reduce -89.1% 458 $74K
IFP Advisors, Inc 0.00% Reduce -18.6% 455 $74K
Berbice Capital Management LLC 0.05% Add +12.5% 450 $73K
Global Trust Asset Management, LLC 0.03% New 350 $57K
Armstrong Advisory Group, Inc. 0.00% Reduce -41.0% 339 $55K
Manchester Capital Management LLC 0.01% Reduce -87.0% 330 $53K
WFA of San Diego, LLC 0.04% — 300 $49K
ORG Partners LLC 0.01% New 309 $48K
Aventura Private Wealth, LLC 0.02% Reduce -79.5% 293 $47K
RiverPark Advisors, LLC 0.04% Add +2.2% 282 $46K
TFC Financial Management, Inc. 0.01% No change 266 $43K
GeoWealth Management, LLC 0.00% New 263 $43K
Godsey & Gibb, Inc. 0.00% No change 250 $40K
Valley National Advisers Inc. 0.01% Reduce -69.6% 232 $37K
Fairscale Capital, LLC 0.03% No change 257 $36K
Westend Capital Management, LLC 0.01% Reduce -0.9% 222 $36K
FWL Investment Management, LLC 0.01% New 210 $34K
Nova Wealth Management, Inc. 0.02% No change 200 $32K
Koesten, Hirschmann & Crabtree, INC. 0.02% No change 200 $32K
Spirit of America Management Corp. 0.01% No change 200 $32K
Delta Asset Management LLC 0.00% No change 200 $32K
Avalon Trust Co 0.00% No change 200 $32K
Abound Wealth Management 0.01% Add +50.4% 194 $31K
N.E.W. Advisory Services LLC 0.00% Reduce -42.2% 185 $30K
Huntington National Bank 0.00% New 185 $30K
Ascentis Wealth Management, LLC 0.01% No change 188 $29K
Essential Partners LLC 0.01% — 164 $27K
Concord Wealth Partners 0.00% No change 161 $26K
Front Row Advisors LLC 0.01% No change 160 $26K
Oliver Lagore Vanvalin Investment Group 0.01% — 241 $26K
Macquarie Group Ltd. 0.00% No change 156 $25K
WPG Advisers, LLC 0.02% No change 154 $25K
Sawyer & Company, Inc 0.01% No change 70 $25K
SRH Advisors, LLC 0.01% No change 131 $21K
Medallion Wealth Advisors, LLC 0.01% No change 135 $21K
Garde Capital, Inc. 0.00% No change 129 $21K
First Community Trust NA 0.02% No change 120 $19K
Game Plan Financial Advisors, LLC 0.01% New 120 $19K
Hollencrest Capital Management 0.00% Reduce -33.7% 116 $19K
Bessemer Group Inc. 0.00% Add +10.0% 110 $18K
Cornerstone Planning Group LLC 0.00% No change 125 $17K
Union Savings Bank 0.01% New 115 $16K
Millstone Evans Group, LLC 0.01% No change 100 $16K
Legacy Investment Solutions, LLC 0.01% — 100 $16K
Legacy Wealth Managment, LLC 0.01% No change 100 $16K
Vermillion Wealth Management, Inc. 0.01% No change 100 $16K
Accent Capital Management, LLC 0.01% No change 100 $16K
SWAN Capital LLC 0.01% No change 100 $16K
Adirondack Trust Co. 0.01% No change 100 $16K
CGC Financial Services, LLC 0.01% No change 100 $16K
Rothschild Investment LLC 0.00% No change 100 $16K
Centerpoint Advisors, LLC 0.01% No change 100 $16K
Archer Investment Corp 0.00% Add +8.9% 98 $16K
First Horizon Advisors, Inc. 0.00% No change 90 $15K
Walleye Capital LLC 0.00% Reduce -99.2% 88 $14K
Strategic Investment Solutions, Inc. 0.00% No change 84 $14K
WealthCollab, LLC 0.01% Add +412.5% 82 $13K
GAMMA Investing LLC 0.00% Reduce -66.5% 77 $12K
Catalyst Capital Advisors LLC 0.00% Reduce -21.4% 77 $12K
New Millennium Group LLC 0.01% No change 74 $12K
American National Bank & Trust 0.00% New 74 $12K
Caitong International Asset Management Co., Ltd 0.01% New 73 $12K
Bear Mountain Capital, Inc. 0.00% No change 75 $12K
Bogart Wealth, LLC 0.00% No change 70 $11K
Activest Wealth Management 0.00% No change 68 $11K
Capital Analysts, LLC 0.00% Reduce -74.8% 65 $11K
Altshuler Shaham Ltd 0.00% Add +74.4% 68 $11K
Hilltop National Bank 0.00% — 67 $11K
Tompkins Financial Corp. 0.00% No change 60 $10K
Compass Financial Services Inc 0.00% No change 59 $10K
NewSquare Capital LLC 0.00% Add +73.5% 59 $10K
Elevation Point Wealth Partners, LLC 0.00% New 56 $9K
Ameriflex Group, Inc. 0.00% No change 53 $8K
Tanglewood Legacy Advisors, LLC 0.00% No change 50 $8K
Eastern Bank 0.00% No change 50 $8K
Farmers & Merchants Investments Inc. 0.00% No change 50 $8K
Nemes Rush Group LLC 0.00% No change 44 $7K
Heritage Wealth Advisors 0.00% Add +100.0% 40 $6K
Barnes Dennig Private Wealth Management LLC 0.01% No change 39 $6K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% Reduce -97.2% 37 $6K
Physician Wealth Advisors, Inc. 0.00% No change 36 $6K
Clearstead Trust, LLC 0.00% No change 35 $6K
Crews Bank & Trust 0.00% No change 35 $6K
Colonial Trust Advisors 0.00% No change 35 $6K
JDM Financial Group LLC 0.00% No change 34 $5K
Signaturefd, LLC 0.00% Add +60.0% 32 $5K
Covestor Ltd 0.00% Reduce -86.7% 32 $5K
Atticus Wealth Management, LLC 0.00% No change 30 $5K
Cape Investment Advisory, Inc. 0.00% No change 30 $5K
Investors Research Corp 0.00% No change 30 $5K
Hurley Capital, LLC 0.00% No change 26 $4K
BankPlus Trust Department 0.00% No change 25 $4K
SJS Investment Consulting Inc. 0.00% Reduce -87.1% 24 $4K
Peterson Wealth Services 0.00% New 22 $4K
Anfield Capital Management, LLC 0.00% New 20 $3K
CVA Family Office, LLC 0.00% New 20 $3K
Beacon Capital Management, LLC 0.00% No change 20 $3K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -62.5% 15 $3K
IFS Advisors, LLC 0.00% No change 15 $2K
Larson Financial Group LLC 0.00% Reduce -78.6% 15 $2K
Bell Investment Advisors, Inc 0.00% Reduce -73.1% 14 $2K
Park Square Financial Group, LLC 0.00% No change 14 $2K
Trust Co 0.00% No change 13 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 10 $2K
Berkshire Capital Holdings Inc. 0.00% No change 10 $2K
Pin Oak Investment Advisors Inc. 0.00% No change 10 $1K
Whipplewood Advisors, LLC 0.00% Reduce -73.3% 4 $647
Stephens Consulting, LLC 0.00% No change 4 $647
TD Private Client Wealth LLC 0.00% No change 4 $647
Kilter Group LLC 0.00% New 3 $486
Riggs Asset Managment Co. Inc. 0.00% New 3 $486
Cullen/Frost Bankers, Inc. 0.00% No change 3 $485
Smartleaf Asset Management LLC 0.00% No change 1 $165
Blume Capital Management, Inc. 0.00% New 1 $162

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