Arm Holdings PLC-ADRARM

13F holders, Q3 2025 (September 30)
659holders −9
95new positions
95sold out
8famous investors
$141.41avg. 13F price*

At the end of Q3 2025, 659 institutions reported holding Arm Holdings PLC-ADR (ARM) in their 13F filings, down 9 from Q2 2025. 95 opened new positions and 95 sold out. The largest holders were Capital World Investors ($675.3M), DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main ($597.9M) and Morgan Stanley ($528.8M). 8 famous investors held it, including Brad Gerstner (2.0% of Altimeter Capital Management's portfolio), Philippe Laffont (0.8% of Coatue Management's portfolio) and Stanley Druckenmiller (0.6% of Duquesne Family Office'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions95$938.8M
Exits95$1.0B

All 13F filers, Q2 2025 → Q3 2025: 12,628,687 shares bought and 19,171,617 shares sold, net −6,542,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 659 holders

Capital World Investors 0.09% Reduce -3.5% 4,772,592 $675.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.54% Add +1.5% 4,225,943 $597.9M
Morgan Stanley 0.03% Reduce -1.0% 3,737,692 $528.8M
Goldman Sachs Group Inc. 0.07% Reduce -7.0% 3,409,592 $482.4M
Sustainable Growth Advisers, LP 2.39% Reduce -16.6% 2,881,709 $407.7M
Coatue Management 0.78% Reduce -51.2% 2,259,826 $319.7M
UBS Group AG 0.06% Reduce -37.4% 2,062,762 $291.9M
Alphabet Inc. 11.52% No change 1,960,784 $277.4M
Bank of America Corp. 0.02% Add +22.1% 1,802,973 $255.1M
Invesco Ltd. 0.04% Add +28.2% 1,772,123 $250.7M
Capital Research Global Investors 0.05% New 1,718,132 $243.1M
Schroder Investment Management Group 0.19% Reduce -64.1% 1,704,275 $241.1M
Wellington Management Group LLP 0.04% Add +43.1% 1,516,150 $214.5M
Mubadala Investment Co PJSC 1.19% No change 1,501,960 $212.5M
FMR LLC 0.01% Add +4.8% 1,497,054 $211.8M
Hyperion Asset Management Ltd 5.66% New 1,434,591 $203.0M
Franklin Resources Inc. 0.05% Add +2.3% 1,451,025 $199.8M
JPMorgan Chase & Co. 0.01% Add +626.0% 1,114,279 $157.7M
BlackRock, Inc. 0.00% Reduce -2.7% 1,104,503 $156.3M
Nvidia Corp. 4.05% No change 1,101,249 $155.8M
Altimeter Capital Management 2.05% Add +17.7% 1,098,139 $155.4M
Nuveen, LLC 0.03% New 911,376 $129.0M
BNP Paribas Financial Markets 0.10% Reduce -20.0% 876,284 $124.0M
Artisan Partners Limited Partnership 0.18% Reduce -57.7% 860,625 $121.8M
Loomis Sayles & Co. L P 0.14% Add +2.7% 850,281 $120.3M
Marshall Wace, LLP 0.13% Add +69.5% 818,637 $115.8M
Employees Provident Fund Board 0.91% Add +9.1% 800,000 $113.2M
Bank Julius Baer & Co. Ltd, Zurich 0.28% Reduce -19.6% 695,330 $98.4M
Robeco Schweiz AG 2.15% Reduce -7.7% 675,400 $95.6M
Barclays PLC 0.03% Add +25.2% 660,401 $93.4M
First Trust Advisors LP 0.07% Add +7.6% 650,296 $92.0M
Baillie Gifford & Co. 0.07% New 640,877 $90.7M
Robeco Institutional Asset Management B.V. 0.12% Add +10.9% 576,972 $81.6M
American Century Companies Inc. 0.04% Reduce -4.4% 570,291 $80.7M
T. Rowe Price Associates Inc. 0.01% Add +9479.3% 523,414 $74.1M
Citigroup Inc. 0.05% Reduce -12.9% 519,326 $73.5M
Zevenbergen Capital Investments LLC 1.37% Add +4.7% 499,772 $70.7M
Renaissance Technologies 0.09% Add +165.5% 495,400 $70.1M
State Street Corp. 0.00% Add +7.2% 473,328 $67.0M
NZS Capital, LLC 1.94% Add +32.9% 447,955 $63.4M
Rafferty Asset Management, LLC 0.21% Reduce -11.8% 447,232 $63.3M
Royal Bank of Canada 0.01% Add +76.1% 445,871 $63.1M
Mirae Asset Global Investments Co., Ltd. 0.16% Reduce -15.6% 367,964 $52.1M
Gilder Gagnon Howe & Co. LLC 0.50% Add +0.3% 348,067 $49.2M
Wells Fargo & Company 0.01% Reduce -26.3% 347,276 $49.1M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Reduce -2.1% 314,261 $44.5M
Swedbank AB 0.04% Add +22.4% 313,000 $44.3M
Walleye Trading LLC 0.69% Reduce -62.9% 304,023 $43.0M
Raymond James Financial Inc. 0.01% Reduce -5.0% 299,537 $42.4M
Mark Asset Management LP 4.31% Add +23.3% 298,132 $42.2M
LPL Financial LLC 0.01% Add +4.2% 297,033 $42.0M
Penserra Capital Management LLC 0.46% Add +22.9% 270,899 $38.3M
Mawer Investment Management Ltd. 0.20% Reduce -2.2% 269,784 $38.2M
Sei Investments Co. 0.04% Reduce -53.7% 241,876 $34.2M
Primecap Management Co. 0.03% Reduce -0.1% 235,340 $33.3M
Banque Transatlantique SA 0.79% Reduce -0.8% 227,749 $32.3M
Nwi Management LP 3.14% No change 225,000 $31.8M
Susquehanna International Group, LLP 0.05% Reduce -42.6% 221,053 $31.3M
PEAK6 LLC 0.77% New 217,068 $30.7M
Dock Street Asset Management Inc. 2.68% Reduce -3.9% 216,563 $30.6M
Two Sigma Investments, LP 0.05% New 209,411 $29.6M
Ameriprise Financial Inc. 0.01% Reduce -1.1% 206,370 $29.2M
Legal & General Group Plc 0.01% Add +4.6% 204,990 $29.0M
Tidal Investments LLC 0.12% Add +172.7% 203,841 $28.8M
Voya Investment Management LLC 0.03% Add +15.5% 202,443 $28.6M
Susquehanna Portfolio Strategies, LLC 0.42% New 185,057 $26.2M
Pacific Heights Asset Management LLC 1.16% Add +32.1% 185,000 $26.2M
Jane Street Group, LLC 0.03% Add +111.9% 170,635 $24.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +55.7% 168,559 $23.8M
Duquesne Family Office 0.60% New 167,900 $23.8M
Man Group plc 0.05% Reduce -24.9% 163,397 $23.1M
Cibc World Market Inc. 0.05% Reduce -10.2% 154,850 $21.9M
Two Sigma Advisers, LP 0.04% New 154,400 $21.8M
Neuberger Berman Group LLC 0.02% Reduce -3.1% 153,237 $21.7M
Rheos Capital Works Inc. 1.18% Add +15.1% 149,600 $21.2M
ProShare Advisors LLC 0.04% Reduce -18.6% 149,161 $21.1M
Liontrust Investment Partners LLP 0.31% Reduce -16.4% 148,748 $21.0M
TD Asset Management Inc 0.02% Add +363.5% 140,044 $19.8M
Reynders McVeigh Capital Management, LLC 0.92% Add +1.0% 138,943 $19.7M
Vident Advisory, LLC 0.19% Reduce -11.2% 135,439 $19.2M
Jump Financial, LLC 0.25% Add +1874.6% 133,700 $18.9M
Groupe la Francaise 0.24% Add +0.8% 125,078 $17.7M
Cwm, LLC 0.05% Add +8.3% 124,025 $17.5M
Millennium Management 0.01% Add +362.9% 123,600 $17.5M
Parallax Volatility Advisers, L.P. 0.58% Reduce -79.5% 121,944 $17.3M
SBI Securities Co., Ltd. 0.43% Reduce -2.3% 118,381 $16.7M
Geode Capital Management, LLC 0.00% Add +4.3% 118,243 $16.7M
Handelsbanken Fonder AB 0.05% Reduce -2.9% 118,015 $16.7M
Clear Street Group Inc. 0.08% — 116,334 $16.5M
Twin Tree Management, LP 0.73% Reduce -46.5% 110,894 $15.7M
State of Wisconsin Investment Board 0.04% New 110,800 $15.7M
Centiva Capital, LP 1.46% New 110,220 $15.6M
Ardsley Advisory Partners LP 2.34% Add +0.5% 108,000 $15.3M
Franklin Street Advisors Inc. 0.87% Add +0.8% 106,540 $15.1M
Stony Point Capital LLC 1.05% Add +5.0% 106,096 $15.0M
Osaic Holdings, Inc. 0.02% Reduce -14.8% 107,536 $14.9M
Renaissance Capital LLC 8.25% Add +4.5% 104,090 $14.7M
United Capital Management of KS, Inc. 1.94% Reduce -3.1% 100,865 $14.3M
Silvant Capital Management LLC 0.49% Add +3.9% 98,986 $14.0M
Focus Partners Wealth 0.02% Add +43.1% 98,296 $13.9M
Silvercrest Asset Management Group LLC 0.09% No change 92,055 $13.0M
Public Employees Retirement System of Ohio 0.04% Add +1.7% 90,782 $12.8M
Nomura Holdings Inc. 0.07% New 89,895 $12.7M
AXA Investment Managers S.A. 0.03% — 89,548 $12.7M
UNICOM Systems, Inc. 1.24% No change 89,000 $12.6M
Ensign Peak Advisors, Inc 0.02% Reduce -17.6% 88,954 $12.6M
LBP Am SA 0.15% Reduce -14.4% 87,757 $12.4M
Envestnet Asset Management Inc. 0.00% Add +18.4% 85,107 $12.0M
Diversify Advisory Services, LLC 0.39% Reduce -2.2% 69,509 $11.7M
Manchester Global Management (UK) Ltd 1.51% New 81,000 $11.5M
Cantor Fitzgerald, L. P. 0.21% Add +51.1% 76,958 $10.9M
Marsico Capital Management LLC 0.27% Add +10.6% 74,378 $10.5M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -22.2% 74,279 $10.5M
HSBC Holdings PLC 0.01% Reduce -26.6% 74,275 $10.4M
Broadleaf Partners, LLC 2.10% Reduce -1.5% 71,316 $10.1M
Global X Japan Co., Ltd. 0.87% Reduce -11.1% 71,308 $10.1M
Credit Agricole S A 0.03% — 71,109 $10.1M
Citadel Advisors 0.01% Reduce -86.6% 70,635 $10.0M
Pacer Advisors, Inc. 0.03% Add +134.0% 69,702 $9.9M
Nepsis Inc. 3.12% Reduce -16.8% 69,646 $9.9M
Natixis 0.05% Add +791.0% 68,123 $9.6M
Assetmark, Inc. 0.02% Add +4.8% 67,689 $9.6M
Bank of New York Mellon Corp 0.00% Reduce -32.4% 66,284 $9.4M
APG Asset Management N.V. 0.03% Add +3.0% 75,900 $9.1M
Alliancebernstein L.P. 0.00% Reduce -38.8% 62,859 $8.9M
Marex Group Ltd 0.11% Add +284.2% 62,535 $8.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +13.1% 61,384 $8.7M
NCP Inc. 6.31% Add +11.1% 60,000 $8.5M
Lansdowne Partners (uk) LLP 0.72% New 59,975 $8.5M
Victory Capital Management Inc. 0.01% Add +0.8% 59,297 $8.4M
Creative Planning 0.01% Add +1005.3% 58,856 $8.3M
NFSG Corp 1.24% Add +12.3% 58,535 $8.3M
Tudor Investment Corporation 0.05% New 57,498 $8.1M
Jones Financial Companies LLLP 0.01% Add +21.1% 57,968 $8.1M
Quinn Opportunity Partners LLC 0.55% New 52,877 $7.5M
Nissay Asset Management Corp. /Japan 0.04% Reduce -11.3% 52,792 $7.5M
Stifel Financial Corp. 0.01% Add +8.0% 50,160 $7.1M
Telemark Asset Management, LLC 0.67% Reduce -50.0% 50,000 $7.1M
Allianz Asset Management GmbH 0.01% No change 48,615 $6.9M
Vontobel Holding Ltd. 0.02% Add +116.5% 46,812 $6.6M
Guggenheim Capital LLC 0.05% Add +1.9% 44,997 $6.4M
Cetera Investment Advisers 0.01% Add +46.0% 44,767 $6.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +223.5% 44,997 $6.3M
Stanley-Laman Group, Ltd. 0.89% New 43,952 $6.2M
Royal Fund Management, LLC 0.73% Add +577.0% 43,060 $6.1M
Oppenheimer & Co. Inc. 0.07% Add +0.3% 42,602 $6.0M
Capital International Sarl 0.10% Add +2.6% 42,384 $6.0M
NEOS Investment Management LLC 0.04% Add +87.6% 41,343 $5.8M
Commonwealth Equity Services, LLC 0.01% Reduce -36.5% 41,194 $5.8M
Orion Porfolio Solutions, LLC 0.04% Add +4.9% 40,723 $5.8M
Capital Fund Management S.A. 0.06% New 40,300 $5.7M
Intrinsic Edge Capital Management LLC 0.86% No change 40,000 $5.7M
Exchange Traded Concepts, LLC 0.05% Add +13.9% 39,996 $5.7M
Lagoda Investment Management, L.P. 3.10% Add +13.3% 38,670 $5.5M
Van Eck Associates Corp. 0.01% Add +143.4% 38,588 $5.5M
Deutsche Bank AG 0.00% Reduce -86.3% 38,367 $5.4M
Bank of Montreal 0.00% Add +12.4% 36,691 $5.2M
Venture Visionary Partners LLC 0.17% Reduce -0.6% 35,835 $5.1M
Janney Montgomery Scott LLC 0.01% Add +11.3% 35,816 $5.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -4.0% 35,469 $5.0M
Walleye Capital LLC 0.04% Add +39835.2% 35,143 $5.0M
Jackson Square Capital, LLC 1.08% Reduce -9.1% 35,037 $5.0M
National Bank of Canada 0.01% Reduce -14.5% 34,562 $4.9M
Group One Trading LLC 0.14% Reduce -82.1% 33,495 $4.7M
GAM Holding AG 0.29% Add +64.0% 33,314 $4.7M
Pinnacle Associates Ltd. 0.06% Reduce -5.8% 33,297 $4.7M
Covenant Asset Management, LLC 0.89% Add +0.9% 33,128 $4.7M
Blue Fin Capital, Inc. 0.74% Add +0.7% 33,104 $4.7M
Telligent Fund, LP 3.87% No change 32,000 $4.5M
HighTower Advisors, LLC 0.00% Add +4.2% 30,528 $4.3M
NewEdge Advisors, LLC 0.02% Reduce -6.1% 29,921 $4.2M
Long Corridor Asset Management Ltd 2.06% New 28,800 $4.1M
USS Investment Management Ltd 0.02% No change 28,427 $4.0M
Pinebridge Investments, L.P. 0.03% Reduce -36.1% 27,937 $4.0M
Simplex Trading, LLC 0.08% New 27,036 $3.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -64.7% 26,973 $3.8M
GF Fund Management Co. LTD. 0.07% No change 26,644 $3.8M
Rockefeller Capital Management L.P. 0.01% Add +14.4% 26,572 $3.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -22.1% 26,458 $3.7M
Capital International Ltd. 0.13% No change 25,475 $3.6M
Harvest Fund Management Co., Ltd 0.15% Add +43.5% 25,495 $3.6M
Mariner, LLC 0.00% Reduce -6.8% 25,374 $3.6M
Slow Capital, Inc. 0.41% Add +0.8% 24,591 $3.5M
Financial Gravity Asset Management, Inc. 0.68% — 24,434 $3.5M
Baker Chad R 0.59% Add +99.3% 24,225 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Add +0.9% 23,514 $3.3M
Russell Investments Group, Ltd. 0.00% No change 23,480 $3.3M
Independent Financial Group, LLC 0.08% Reduce -0.8% 22,987 $3.3M
CIBC Asset Management Inc 0.01% No change 22,255 $3.1M
Mercer Global Advisors Inc. 0.01% New 25,362 $3.1M
Modus Advisors, LLC 0.85% Add +6.8% 22,010 $3.1M
Acadian Asset Management LLC 0.01% Add +75.7% 21,711 $3.1M
Tower View Wealth Management LLC 1.56% Add +2.1% 21,253 $3.0M
CacheTech Inc. 0.59% Reduce -13.1% 20,645 $2.9M
Guardian Capital LP 0.09% Reduce -1.4% 20,185 $2.9M
D. E. Shaw & Co. 0.00% New 20,150 $2.9M
SIH Partners, LLLP 0.25% New 20,000 $2.8M
Chicago Capital, LLC 0.07% Add +23.4% 19,411 $2.7M
SG Americas Securities, LLC 0.01% Reduce -64.6% 19,202 $2.7M
Adams Wealth Management 0.58% Reduce -19.9% 19,033 $2.7M
Schonfeld Strategic Advisors LLC 0.02% Reduce -50.1% 18,539 $2.6M
Robocap Asset Management Ltd 1.67% Reduce -31.1% 18,497 $2.6M
180 Wealth Advisors, LLC 0.32% Add +1.1% 18,351 $2.6M
Equitable Holdings, Inc. 0.02% Reduce -0.1% 18,287 $2.6M
Meiji Yasuda Asset Management Co Ltd. 0.12% Reduce -2.3% 18,112 $2.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +87.7% 17,956 $2.5M
Advisory Services Network, LLC 0.04% Reduce -0.0% 17,956 $2.5M
Haven Capital Group, Inc. 2.26% Reduce -0.1% 17,922 $2.5M
Independent Solutions Wealth Management, LLC 0.45% Add +4.0% 17,748 $2.5M
Capital International, Inc. 0.02% Add +6.2% 17,322 $2.5M
B. Metzler seel. Sohn & Co. AG 0.02% Add +13.2% 17,203 $2.4M
PKO Investment Management Joint-Stock Co 0.21% New 17,000 $2.4M
Lazard Freres Gestion S.A.S. 0.05% Add +0.0% 17,000 $2.4M
Mizuho Markets Cayman LP 0.20% Add +38.8% 16,553 $2.3M
Verition Fund Management LLC 0.01% Add +432.0% 16,397 $2.3M
XTX Topco Ltd 0.12% Reduce -51.9% 16,005 $2.3M
iA Global Asset Management Inc. 0.03% Add +6.7% 15,814 $2.2M
Alerus Financial NA 0.11% New 15,638 $2.2M
Snowden Capital Advisors LLC 0.06% Reduce -0.6% 15,615 $2.2M
Quantbot Technologies LP 0.06% New 15,491 $2.2M
Aft, Forsyth & Company, Inc. 1.05% Reduce -2.0% 15,423 $2.2M
Profund Advisors LLC 0.07% Reduce -8.4% 15,257 $2.2M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.86% Reduce -12.6% 15,155 $2.1M
Shelton Capital Management 0.05% No change 14,889 $2.1M
Leonteq Securities AG 0.11% Add +86.9% 14,136 $2.0M
Blair William & Co. 0.01% Reduce -19.9% 13,871 $2.0M
Midwest Professional Planners, LTD. 0.48% Add +1.1% 13,845 $2.0M
Cerity Partners LLC 0.00% Reduce -0.1% 13,728 $1.9M
Integrated Wealth Concepts LLC 0.02% Add +36.3% 13,713 $1.9M
Hoey Investments, Inc. 0.25% Reduce -13.9% 13,091 $1.9M
Rakuten Securities, Inc. 0.67% Add +18.6% 12,888 $1.8M
Quantum Private Wealth, LLC 0.53% Add +4.4% 12,856 $1.8M
&partners 0.01% Add +26.0% 12,686 $1.8M
HAP Trading, LLC 0.49% — 12,630 $1.8M
Balyasny Asset Management L.P. 0.00% New 12,589 $1.8M
LMR Partners LLP 0.03% Add +124.0% 12,460 $1.8M
Kestra Advisory Services, LLC 0.01% Add +21.3% 12,421 $1.8M
Daiwa Securities Group Inc. 0.01% Add +13.1% 12,397 $1.8M
Aft, Forsyth & Sober, LLC 0.54% No change 10,800 $1.7M
Scotia Capital Inc. 0.01% Add +32.5% 12,219 $1.7M
Stratos Wealth Partners, LTD. 0.02% Add +12.8% 12,127 $1.7M
Marathon Trading Investment Management LLC 0.73% New 11,939 $1.7M
PFG Investments, LLC 0.09% Reduce -12.9% 11,919 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +3.6% 11,875 $1.7M
Cresset Asset Management, LLC 0.01% Add +15.8% 11,866 $1.7M
Captrust Financial Advisors 0.00% Add +15.4% 11,804 $1.7M
NewEdge Wealth, LLC 0.02% Reduce -1.5% 10,408 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.1% 10,431 $1.7M
Ascent Wealth Partners, LLC 0.19% Reduce -24.6% 11,557 $1.6M
Oak Grove Capital LLC 0.34% Reduce -21.1% 11,200 $1.6M
National Philanthropic Trust 0.02% New 11,000 $1.6M
Rathbones Group PLC 0.01% Add +0.7% 10,552 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -12.1% 10,510 $1.5M
Horizon Investments, LLC 0.02% Add +18.1% 10,480 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Add +6.2% 10,295 $1.5M
Willner & Heller, LLC 1.12% Add +1.9% 10,285 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Add +7.9% 10,257 $1.5M
Canada Pension Plan Investment Board 0.00% Reduce -67.0% 10,219 $1.4M
Steel Grove Capital Advisors, LLC 0.17% No change 8,920 $1.4M
CMT Capital Markets Trading GmbH 0.59% Reduce -59.0% 10,014 $1.4M
FUKOKU MUTUAL LIFE INSURANCE Co 0.09% No change 10,000 $1.4M
Louisiana State Employees Retirement System 0.02% Add +2.0% 10,000 $1.4M
BNP Paribas 0.04% Add +1.4% 9,852 $1.4M
Perigon Wealth Management, LLC 0.03% Add +90.3% 9,848 $1.4M
MML Investors Services, LLC 0.00% Add +32.4% 9,721 $1.4M
Capstone Investment Advisors, LLC 0.01% Add +109.6% 9,586 $1.4M
Harbour Capital Advisors, LLC 0.28% Reduce -0.5% 8,482 $1.4M
EverSource Wealth Advisors, LLC 0.05% Add +13.7% 9,509 $1.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% No change 9,495 $1.3M
Rakuten Investment Management, Inc. 0.00% — 8,056 $1.3M
Parisi Gray Wealth Management 0.34% Add +5.6% 9,272 $1.3M
Schaper Benz & Wise Investment Counsel Inc. 0.10% New 9,263 $1.3M
Thoroughbred Financial Services, LLC 0.08% Add +15.6% 9,249 $1.3M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -80.7% 9,213 $1.3M
Corient Private Wealth LP 0.00% Add +68.9% 9,207 $1.3M
Empirical Asset Management, LLC 0.36% Add +4.3% 9,200 $1.3M
Fortem Financial Group, LLC 0.37% Add +3.4% 9,020 $1.3M
Main Street Financial Solutions, LLC 0.08% Add +8.8% 8,892 $1.3M
Farther Finance Advisors, LLC 0.02% Add +129.9% 8,880 $1.3M
SCS Capital Management LLC 0.01% No change 8,788 $1.2M
Dorsey & Whitney Trust CO LLC 0.07% No change 8,775 $1.2M
Centaurus Financial, Inc. 0.06% Add +2.5% 8,750 $1.2M
Cim Investment Management Inc. 0.33% Reduce -50.7% 8,669 $1.2M
Lazard Asset Management LLC 0.00% Add +4.2% 8,633 $1.2M
Calamos Advisors LLC 0.01% New 8,630 $1.2M
GPS Wealth Strategies Group, LLC 0.13% Reduce -59.0% 8,582 $1.2M
Fiduciary Trust Co 0.01% Reduce -9.1% 8,569 $1.2M
Smith Group Asset Management, LLC 0.07% Reduce -17.3% 8,520 $1.2M
Pine Valley Investments Ltd Liability Co 0.06% Add +23.3% 8,428 $1.2M
Private Advisor Group, LLC 0.01% Reduce -5.7% 8,361 $1.2M
Haven Private, LLC 0.52% Add +3.6% 8,260 $1.2M
Caption Management, LLC 0.07% Reduce -46.8% 8,250 $1.2M
Westwood Wealth Management 0.42% Reduce -49.2% 8,175 $1.2M
Watts Gwilliam & Co., LLC 0.18% No change 8,069 $1.1M
Toronto Dominion Bank 0.00% Reduce -26.0% 7,850 $1.1M
RFG Advisory, LLC 0.02% Reduce -6.6% 7,780 $1.1M
TrueMark Investments, LLC 0.19% Reduce -7.7% 7,699 $1.1M
Meiji Yasuda Life Insurance Co 0.03% No change 7,679 $1.1M
Ovata Capital Management Ltd 0.22% New 7,605 $1.1M
Convergence Financial, LLC 0.16% Add +0.8% 7,548 $1.1M
Lake Street Private Wealth, LLC 0.14% Add +7.0% 7,530 $1.1M
ING Groep NV 0.01% Add +17.8% 7,465 $1.1M
Prasad Wealth Partners, LLC 0.29% Reduce -13.0% 7,436 $1.1M
Kestra Private Wealth Services, LLC 0.01% Add +0.5% 7,390 $1.0M
Americana Partners, LLC 0.03% Add +1.0% 7,352 $1.0M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -11.6% 7,068 $1.0M
Corps Capital Advisors, LLC 1.50% No change 7,000 $990K
Abn Amro Investment Solutions 0.02% No change 7,000 $990K
Truist Financial Corp. 0.00% Add +29.1% 6,991 $989K
Capula Management Ltd 0.01% New 6,870 $972K
Vise Technologies, Inc. 0.04% Add +15.2% 6,811 $964K
Quantessence Capital LLC 0.30% New 6,767 $957K
Concurrent Investment Advisors, LLC 0.02% Add +36.9% 6,691 $947K
Leavell Investment Management, Inc. 0.04% Add +22.2% 6,595 $933K
GTS Securities LLC 0.04% Add +35.0% 6,594 $933K
Stephens Inc. 0.01% Add +39.7% 6,519 $922K
Iyo Bank, Ltd. 0.35% New 6,514 $922K
AIA Group Ltd 0.02% New 6,507 $921K
US Bancorp \de 0.00% Add +1.6% 6,485 $918K
Simplicity Wealth,LLC 0.05% New 6,389 $904K
Eisler Capital Management Ltd. 0.02% Add +46.2% 6,399 $896K
Park Avenue Securities LLC 0.01% Add +33.4% 6,225 $881K
Rye Brook Capital LLC 0.72% New 6,015 $851K
International Assets Investment Management, LLC 0.07% No change 5,420 $847K
Krane Funds Advisors LLC 0.02% Add +186.8% 4,990 $829K
Banque Cantonale Vaudoise 0.03% Reduce -32.1% 5,797 $820K
B & T Capital Management DBA Alpha Capital Management 0.13% Reduce -17.3% 5,793 $820K
Oppenheimer Asset Management Inc. 0.01% Reduce -36.5% 5,746 $813K
Crossmark Global Holdings, Inc. 0.01% Add +44.3% 5,551 $785K
Tower Research Capital LLC (TRC) 0.02% Add +96.5% 5,487 $776K
Capital Group Investment Management Pte. LTD. 0.13% No change 5,478 $775K
High Falls Advisors, Inc 0.16% Add +8.0% 5,400 $764K
Summit Trail Advisors, LLC 0.01% Add +23.1% 5,327 $754K
Wolverine Trading, LLC 0.02% New 5,349 $748K
Geneos Wealth Management Inc. 0.02% Add +5.4% 5,152 $729K
Schwarz Dygos Wheeler Investment Advisors LLC 0.15% Add +0.6% 5,139 $727K
ROI Financial Advisors, LLC 0.43% Add +8.4% 5,102 $722K
KCM Investment Advisors LLC 0.02% Add +7.9% 5,099 $721K
Gsa Capital Partners LLP 0.06% New 5,080 $719K
QRG Capital Management, Inc. 0.01% Reduce -42.5% 5,005 $708K
CIBC Bancorp USA Inc. 0.00% — 5,001 $708K
Washington Trust Advisors, Inc. 0.05% No change 4,997 $707K
Gilbert & Cook, Inc. 0.09% Add +0.3% 4,867 $689K
Cornerstone Wealth Management, LLC 0.04% Add +11.4% 4,867 $689K
WealthPLAN Partners, LLC 0.10% Reduce -3.9% 4,855 $687K
Integrity Alliance, Llc. 0.03% Add +188.9% 4,819 $682K
Dynamic Advisor Solutions LLC 0.02% New 4,792 $678K
Capital Markets Trading UK LLP 0.69% New 4,753 $673K
Elite Wealth Management, Inc. 0.17% Reduce -62.8% 4,752 $672K
Strategic Blueprint, LLC 0.03% Reduce -26.3% 4,732 $670K
OneDigital Investment Advisors LLC 0.01% Add +16.3% 4,728 $669K
Tufton Capital Management 0.12% Add +3.3% 4,675 $661K
Wedbush Securities Inc. 0.02% Add +17.9% 4,637 $656K
Sonora Investment Management Group, LLC 0.05% Reduce -0.1% 4,628 $655K
Huntleigh Advisors, Inc. 0.11% Add +4.9% 4,585 $649K
Ameritas Investment Partners, Inc. 0.02% Add +3.9% 4,555 $644K
IAM Advisory, LLC 0.14% Reduce -0.3% 4,544 $643K
Advisors Asset Management, Inc. 0.01% Reduce -10.5% 4,507 $638K
Sunbelt Securities, Inc. 0.04% Add +61.4% 4,495 $636K
Voleon Capital Management LP 0.02% New 4,445 $629K
Empowered Funds, LLC 0.01% Reduce -18.5% 4,431 $627K
Kingswood Wealth Advisors, LLC 0.04% Reduce -25.8% 4,422 $626K
HighPoint Advisor Group LLC 0.03% Reduce -2.0% 4,400 $623K
Quantinno Capital Management LP 0.00% Add +36.4% 4,370 $618K
Veracity Capital LLC 0.20% Add +100.8% 4,344 $615K
Edmond DE Rothschild Holding S.A. 0.01% Add +30.1% 4,325 $612K
Robertson Stephens Wealth Management, LLC 0.02% Add +3.6% 4,300 $608K
VestGen Advisors, LLC 0.02% New 4,289 $607K
Cherry Creek Investment Advisors, Inc. 0.26% Reduce -19.1% 4,271 $604K
Northern Trust Corp. 0.00% Add +26.6% 4,263 $603K
Prelude Capital Management, LLC 0.05% Reduce -38.2% 4,200 $594K
TFB Advisors LLC 0.17% Add +3.5% 3,527 $593K
Purus Wealth Management, LLC 0.19% No change 4,140 $586K
CastleKnight Management LP 0.03% No change 4,140 $586K
R Squared Ltd 0.25% New 4,077 $577K
Baird Financial Group, Inc. 0.00% Add +35.8% 3,948 $559K
Fearless Solutions, LLC dba Best Invest 0.36% Add +45.3% 3,916 $554K
EMC Capital Management 0.26% Add +25.8% 3,900 $552K
Signal Advisors Wealth, LLC 0.05% Reduce -55.0% 3,900 $552K
Norinchukin Bank, The 0.01% Reduce -0.7% 3,835 $543K
Beacon Pointe Advisors, LLC 0.00% Add +120.2% 3,768 $533K
Kaizen Financial Strategies 0.24% Reduce -16.6% 3,350 $530K
Gladstone Institutional Advisory LLC 0.02% Add +15.0% 3,658 $518K
China Universal Asset Management Co., Ltd. 0.04% Add +18.7% 3,606 $510K
Kovack Advisors, Inc. 0.05% Add +2.0% 3,602 $510K
Accel Wealth Management 0.15% Add +2.2% 3,598 $509K
Prime Capital Investment Advisors, LLC 0.01% Add +24.2% 3,593 $508K
Union Bancaire Privee, UBP SA 0.01% No change 3,515 $491K
Elevation Point Wealth Partners, LLC 0.03% Add +6073.2% 3,457 $489K
Vestmark Advisory Solutions, Inc. 0.01% New 3,398 $481K
Asset Management One Co., Ltd. 0.00% Add +6.3% 3,392 $480K
Inscription Capital, LLC 0.05% Add +11.7% 3,391 $480K
Jennison Associates LLC 0.00% Reduce -7.2% 3,355 $475K
Bosman Wealth Management, LLC 0.37% Reduce -1.2% 3,344 $473K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -21.8% 3,316 $469K
IHT Wealth Management, LLC 0.01% Add +10.0% 3,272 $466K
Essex Financial Services, Inc. 0.03% Reduce -3.4% 3,221 $456K
Annis Gardner Whiting Capital Advisors, LLC 0.09% New 3,210 $454K
Cynosure Group, LLC 0.05% No change 3,156 $447K
Balboa Wealth Partners 0.08% Add +2.7% 3,108 $440K
Vanguard Personalized Indexing Management, LLC 0.00% Add +3.9% 3,106 $439K
Independent Advisor Alliance 0.01% Add +6.6% 3,100 $439K
Wbi Investments, LLC 0.11% New 3,066 $434K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +88.0% 3,037 $430K
Cladis Investment Advisory, LLC 0.24% No change 3,000 $424K
United Advisor Group, LLC 0.06% New 2,979 $421K
Brown Advisory Inc. 0.00% No change 2,961 $419K
Argonautica Private Wealth Management, Inc. 0.12% Add +7.8% 2,892 $409K
Lido Advisors, LLC 0.00% Add +13.8% 2,837 $402K
Arkadios Wealth Advisors 0.01% Reduce -41.3% 2,700 $382K
KERR FINANCIAL PLANNING Corp 0.54% — 2,675 $381K
Northstar Group, Inc. 0.06% Add +3.9% 2,670 $378K
Obsidian Cio, LLC 0.05% Reduce -1.1% 2,640 $374K
Focus Financial Network, Inc. 0.01% Add +6.4% 2,637 $373K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 2,623 $371K
Crown Wealth Group, LLC 0.11% No change 2,604 $368K
Mirador Capital Partners LP 0.05% New 2,597 $367K
Meridian Wealth Management, LLC 0.01% No change 2,570 $364K
Coldstream Capital Management Inc. 0.00% Add +23.7% 2,545 $360K
TD Waterhouse Canada Inc. 0.00% Reduce -53.6% 2,393 $360K
Blue Trust, Inc. 0.00% Add +6.2% 2,536 $359K
Fortis Capital Advisors, LLC 0.06% No change 2,514 $356K
Belpointe Asset Management LLC 0.01% No change 2,514 $356K
HHM Wealth Advisors, LLC 0.04% No change 2,490 $352K
Henry James International Management Inc. 0.11% Reduce -5.8% 2,484 $351K
Keybank National Association 0.00% Add +17.8% 2,450 $347K
Allworth Financial LP 0.00% Reduce -11.9% 2,445 $346K
Ritholtz Wealth Management 0.01% Add +3.0% 2,439 $345K
Costello Asset Management, INC 0.12% Add +0.1% 2,434 $344K
GC Wealth Management RIA, LLC 0.01% New 2,434 $344K
Sanders Morris Harris LLC 0.05% Add +70.6% 2,417 $342K
Hennion & Walsh Asset Management, Inc. 0.01% Add +26.6% 2,404 $340K
Avanda Investment Management Pte. Ltd. 0.27% New 2,400 $340K
Agf Management Ltd. 0.00% New 2,400 $340K
Prospera Financial Services Inc 0.01% Add +28.3% 2,379 $337K
Family Manage LLC 0.05% New 2,350 $333K
Nwam LLC 0.02% Reduce -5.0% 1,984 $332K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -29.9% 2,341 $331K
Schnieders Capital Management, Llc. 0.05% — 2,330 $330K
D.A. Davidson & Co. 0.00% Reduce -16.6% 2,254 $319K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.1% 2,238 $317K
Sage Capital Management, LLC 0.14% No change 2,232 $316K
Sigma Planning Corp 0.01% Reduce -6.2% 2,226 $315K
Pittenger & Anderson Inc. 0.01% Add +2.3% 2,195 $311K
Western Wealth Management, LLC 0.02% Add +14.4% 2,171 $307K
Zullo Investment Group, Inc. 0.11% Add +2.7% 2,158 $305K
First Bank & Trust 0.05% New 2,116 $299K
Fox Run Management, L.L.C. 0.05% Reduce -10.8% 2,111 $299K
ICICI Prudential Asset Management Co Ltd 0.03% Add +25.1% 2,097 $297K
Hudock, Inc. 0.04% No change 2,081 $294K
J.W. Cole Advisors, Inc. 0.01% Reduce -34.4% 2,062 $292K
Circle Wealth Management, LLC 0.01% New 2,056 $291K
Moors & Cabot, Inc. 0.01% Add +5.3% 2,050 $290K
Lattice Capital Management, LLC 0.27% Reduce -47.4% 2,000 $283K
Addison Capital Co 0.08% No change 1,977 $280K
Great Valley Advisor Group, Inc. 0.01% Reduce -16.7% 1,946 $275K
Kingsview Wealth Management, LLC 0.00% Reduce -39.6% 1,944 $275K
Heritage Trust Co 0.03% Add +11.3% 1,938 $274K
Perennial Investment Advisors, LLC 0.02% Add +18.9% 1,917 $271K
Mystic Asset Management, Inc. 0.06% No change 1,885 $267K
Pathstone Holdings, LLC 0.00% New 1,885 $267K
O'shaughnessy Asset Management, LLC 0.00% Add +2.0% 1,864 $264K
TigerOak Management, L.L.C. 0.08% No change 1,853 $262K
Golden State Wealth Management, LLC 0.03% Add +2.8% 1,810 $256K
STF Management LP 0.09% Reduce -2.1% 1,807 $256K
Brevan Howard Capital Management LP 0.00% New 1,804 $255K
Westover Capital Advisors, LLC 0.05% No change 1,800 $255K
Fifth Third Bancorp 0.00% Reduce -3.5% 1,792 $254K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -7.5% 1,787 $253K
Dimension Capital Management LLC 0.04% No change 1,749 $247K
Kapstone Financial Advisors LLC 0.12% No change 1,743 $247K
CreativeOne Wealth, LLC 0.01% Reduce -18.3% 1,743 $247K
Integrated Advisors Network LLC 0.01% Add +13.3% 1,742 $246K
Atria Investments, Inc 0.00% Add +4.4% 1,732 $245K
Parallel Advisors, LLC 0.00% Reduce -13.6% 1,729 $245K
Sovran Advisors, LLC 0.02% New 1,467 $243K
Asset Dedication, LLC 0.02% No change 1,700 $241K
Mutual Advisors, LLC 0.01% New 1,419 $236K
360 Financial, Inc. 0.08% No change 1,669 $236K
Avidian Wealth Enterprises, LLC 0.01% Reduce -10.7% 1,664 $235K
Two Sigma Securities, LLC 0.03% Add +23.6% 1,656 $234K
DRW Securities, LLC 0.01% New 1,644 $232K
Leigh Baldwin & Co., LLC 0.13% No change 1,635 $231K
SeaCrest Wealth Management, LLC 0.02% Reduce -61.8% 1,354 $226K
AdvisorNet Financial, Inc 0.01% Reduce -0.8% 1,583 $224K
Harbour Investments, Inc. 0.01% Reduce -5.1% 1,574 $223K
Crescent Sterling, Ltd. 0.23% Add +8.5% 1,571 $222K
Compound Planning, Inc. 0.01% Add +4.6% 1,569 $222K
Diversified Trust Co. 0.00% Reduce -11.4% 1,552 $220K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -53.5% 1,536 $217K
ZEGA Investments, LLC 0.05% New 1,520 $215K
Wellington Shields Capital Management, LLC 0.03% No change 1,514 $214K
DGS Capital Management, LLC 0.04% Reduce -0.5% 1,513 $214K
Hantz Financial Services, Inc. 0.00% Add +197.2% 1,510 $214K
Clearstead Advisors, LLC 0.00% Reduce -13.7% 1,506 $213K
Capital CS Group, LLC 0.35% Add +7.1% 1,500 $212K
Venturi Wealth Management, LLC 0.01% No change 1,500 $212K
Kirtland Hills Capital Management, LLC 0.08% Add +8.9% 1,464 $207K
KRS Capital Management, LLC 0.12% Add +0.2% 1,462 $207K
Principal Securities, Inc. 0.00% Add +38.8% 1,457 $206K
Intellectus Partners, LLC 0.04% Reduce -8.3% 1,449 $205K
HB Wealth Management, LLC 0.00% New 1,433 $203K
Viawealth, LLC 0.11% Reduce -4.8% 1,431 $202K
Leo Wealth, LLC 0.03% New 1,428 $202K
NorthCoast Asset Management LLC 0.00% New 1,419 $201K
Congress Park Capital LLC 0.06% No change 1,415 $200K
CIBC Private Wealth Group LLC 0.00% Add +5.5% 1,350 $191K
Wealthspire Advisors, LLC 0.00% Add +2.2% 1,334 $189K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 1,250 $177K
Spire Wealth Management 0.01% No change 1,200 $170K
Aventura Private Wealth, LLC 0.06% Add +298.6% 1,168 $165K
Private Trust Co. NA 0.01% Reduce -44.8% 1,109 $157K
Creative Financial Designs Inc. 0.01% Reduce -4.4% 1,077 $152K
Mizuho Securities Co. Ltd. 0.97% Reduce -90.9% 1,000 $141K
Rialto Wealth Management, LLC 0.04% No change 1,000 $141K
Gladstone Capital Management LLP 0.02% No change 1,000 $141K
Financial Life Planners 0.09% New 991 $140K
Murphy & Mullick Capital Management Corp 0.10% Add +9.1% 926 $135K
Spirit of America Management Corp. 0.03% Add +375.0% 950 $134K
Brown, Lisle/Cummings, Inc. 0.03% No change 941 $133K
MAI Capital Management 0.00% Reduce -0.3% 939 $133K
FNY Investment Advisers, LLC 0.04% Add +61.4% 923 $130K
Global Retirement Partners, LLC 0.00% Add +18.5% 885 $125K
Cordant, Inc. 0.05% New 822 $116K
Tsfg, LLC 0.02% Reduce -69.7% 807 $114K
Larson Financial Group LLC 0.00% Add +5066.7% 775 $110K
CoreCap Advisors, LLC 0.00% Reduce -5.8% 751 $106K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 730 $103K
Game Plan Financial Advisors, LLC 0.05% Add +504.2% 725 $103K
Ancora Advisors LLC 0.00% No change 717 $101K
Comprehensive Financial Planning, Inc. 0.07% No change 700 $99K
Berbice Capital Management LLC 0.06% Add +55.6% 700 $99K
Bfsg, LLC 0.01% No change 700 $99K
Atlantic Union Bankshares Corp 0.00% Add +6.9% 695 $98K
MCF Advisors LLC 0.01% No change 671 $95K
Ransom Advisory, Ltd 0.04% Add +17.5% 670 $95K
Family Legacy Financial Solutions, LLC 0.07% No change 600 $85K
Rhumbline Advisers 0.00% Reduce -6.0% 537 $76K
Sumitomo Mitsui Financial Group, Inc. 0.00% New 532 $74K
Morse Asset Management, Inc 0.01% Reduce -96.5% 509 $72K
SOA Wealth Advisors, LLC. 0.01% No change 505 $71K
Pandora Wealth, Inc. 0.04% No change 500 $71K
Plante Moran Financial Advisors, LLC 0.00% No change 458 $65K
IFP Advisors, Inc 0.00% No change 455 $64K
Fourth Dimension Wealth, LLC 0.02% Reduce -14.7% 400 $57K
Sentry Investment Management LLC 0.04% Reduce -88.0% 319 $53K
ORG Partners LLC 0.01% Add +13.6% 351 $50K
Armstrong Advisory Group, Inc. 0.00% No change 339 $48K
Arax Advisory Partners 0.00% New 338 $48K
Manchester Capital Management LLC 0.01% No change 330 $47K
Financial Consulate, Inc. 0.01% New 320 $45K
WFA of San Diego, LLC 0.03% No change 300 $42K
Ameritas Advisory Services, LLC 0.00% Reduce -37.8% 288 $41K
Fairscale Capital, LLC 0.03% No change 257 $36K
Godsey & Gibb, Inc. 0.00% No change 250 $35K
Essential Partners LLC 0.01% Add +43.3% 235 $33K
Valley National Advisers Inc. 0.01% No change 232 $32K
Westend Capital Management, LLC 0.01% No change 222 $31K
Nova Wealth Management, Inc. 0.02% No change 200 $28K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 200 $28K
Grey Fox Wealth Advisors, LLC 0.01% New 200 $28K
Delta Asset Management LLC 0.00% No change 200 $28K
Avalon Trust Co 0.00% No change 200 $28K
Abound Wealth Management 0.01% No change 194 $27K
Ascentis Wealth Management, LLC 0.01% No change 188 $27K
N.E.W. Advisory Services LLC 0.00% No change 185 $26K
GAMMA Investing LLC 0.00% Add +126.0% 174 $25K
TrinityBridge Ltd 0.00% Reduce -66.6% 171 $24K
Mather Group, Llc. 0.00% New 169 $24K
Concord Wealth Partners 0.00% No change 161 $23K
Front Row Advisors LLC 0.01% No change 160 $23K
Cornerstone Planning Group LLC 0.00% Add +8.0% 135 $22K
JCIC Asset Management Inc. 0.01% — 157 $22K
Macquarie Group Ltd. 0.00% No change 156 $22K
WPG Advisers, LLC 0.02% No change 154 $22K
Medallion Wealth Advisors, LLC 0.01% No change 135 $19K
SRH Advisors, LLC 0.01% No change 131 $19K
FWL Investment Management, LLC 0.00% Reduce -40.5% 125 $18K
First Community Trust NA 0.01% No change 120 $17K
Bessemer Group Inc. 0.00% No change 110 $16K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Reduce -89.7% 110 $16K
Reyes Financial Architecture, Inc. 0.01% New 106 $15K
Guerra Advisors Inc 0.01% New 102 $14K
Asset Planning,Inc 0.01% New 100 $14K
Millstone Evans Group, LLC 0.01% No change 100 $14K
Legacy Wealth Managment, LLC 0.01% No change 100 $14K
SWAN Capital LLC 0.01% No change 100 $14K
CGC Financial Services, LLC 0.00% No change 100 $14K
Steigerwald, Gordon & Koch Inc. 0.00% New 100 $14K
Farmers & Merchants Investments Inc. 0.00% Add +100.0% 100 $14K
WealthCollab, LLC 0.01% Add +20.7% 99 $14K
Centerpoint Advisors, LLC 0.00% No change 100 $14K
Bear Mountain Capital, Inc. 0.00% Add +4.0% 78 $13K
Adirondack Trust Co. 0.00% Reduce -8.0% 92 $13K
Altshuler Shaham Ltd 0.00% Add +35.3% 92 $13K
Strategic Investment Solutions, Inc. 0.00% Add +238.1% 284 $12K
Sawyer & Company, Inc 0.00% No change 70 $11K
Itau Unibanco Holding S.A. 0.00% New 76 $11K
New Millennium Group LLC 0.00% No change 74 $10K
PayPay Securities Corp 0.36% New 71 $10K
Catalyst Capital Advisors LLC 0.00% Reduce -10.4% 69 $10K
Activest Wealth Management 0.00% No change 68 $10K
Hilltop National Bank 0.00% No change 67 $9K
American National Bank & Trust 0.00% Reduce -9.5% 67 $9K
Colonial Trust Advisors 0.00% Add +91.4% 67 $9K
Generali Asset Management SPA SGR 0.00% New 65 $9K
Capital Analysts, LLC 0.00% No change 65 $9K
Tompkins Financial Corp. 0.00% No change 60 $8K
Compass Financial Services Inc 0.00% No change 59 $8K
Cloud Capital Management, LLC 0.00% New 59 $8K
Versant Capital Management, Inc 0.00% New 51 $7K
Tanglewood Legacy Advisors, LLC 0.00% No change 50 $7K
Bogart Wealth, LLC 0.00% Reduce -28.6% 50 $7K
Eastern Bank 0.00% No change 50 $7K
Nemes Rush Group LLC 0.00% No change 44 $6K
Archer Investment Corp 0.00% Reduce -59.2% 40 $6K
Heritage Wealth Advisors 0.00% No change 40 $6K
Barnes Dennig Private Wealth Management LLC 0.01% No change 39 $6K
Strategic Advocates LLC 0.00% New 39 $6K
Root Financial Partners, LLC 0.00% New 38 $5K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% No change 37 $5K
Physician Wealth Advisors, Inc. 0.00% No change 36 $5K
Clearstead Trust, LLC 0.00% No change 35 $5K
Crews Bank & Trust 0.00% No change 35 $5K
JDM Financial Group LLC 0.00% No change 34 $5K
Signaturefd, LLC 0.00% No change 32 $5K
Investors Research Corp 0.00% No change 30 $4K
Bell Investment Advisors, Inc 0.00% Add +107.1% 29 $4K
Tortoise Investment Management, LLC 0.00% New 29 $4K
Hurley Capital, LLC 0.00% No change 26 $4K
BankPlus Trust Department 0.00% No change 25 $4K
SJS Investment Consulting Inc. 0.00% No change 24 $3K
Sound Income Strategies, LLC 0.00% New 17 $3K
Ameriflex Group, Inc. 0.00% Reduce -62.3% 20 $3K
Anfield Capital Management, LLC 0.00% No change 20 $3K
CVA Family Office, LLC 0.00% No change 20 $3K
Westfuller Advisors, LLC 0.00% New 18 $3K
Kilter Group LLC 0.00% Add +500.0% 18 $3K
IFS Advisors, LLC 0.00% No change 15 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 15 $2K
Trust Co 0.00% No change 13 $2K
Rossby Financial, LCC 0.00% New 10 $2K
Pin Oak Investment Advisors Inc. 0.00% No change 10 $1K
Caitlin John, LLC 0.00% New 10 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 10 $1K
Berkshire Capital Holdings Inc. 0.00% No change 10 $1K
Peterson Wealth Services 0.00% Add +34150.0% 7,535 $1K
Anchor Investment Management, LLC 0.00% New 5 $707
Cullen/Frost Bankers, Inc. 0.00% Add +66.7% 5 $707
2UniFi Bank 0.00% New 4 $566
Stephens Consulting, LLC 0.00% No change 4 $566
TD Private Client Wealth LLC 0.00% No change 4 $566
Wealth Watch Advisors, INC 0.00% New 3 $424
Hollencrest Capital Management 0.00% Reduce -98.3% 2 $283
Retirement Wealth Solutions LLC 0.00% New 1 $142
Palisade Asset Management, LLC 0.00% New 1 $142
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.6% 1 $141
Smartleaf Asset Management LLC 0.00% No change 1 $139
Y.D. More Investments Ltd 0.00% New 37 $16

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