Arm Holdings PLC-ADRARM

13F holders, Q1 2026 (March 31)
746holders +91
181new positions
82sold out
9famous investors
$151.24avg. 13F price*

At the end of Q1 2026, 746 institutions reported holding Arm Holdings PLC-ADR (ARM) in their 13F filings, up 91 from Q4 2025. 181 opened new positions and 82 sold out. The largest holders were DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main ($1.4B), Invesco Ltd. ($890.0M) and Morgan Stanley ($675.3M). 9 famous investors held it, including Brad Gerstner (4.6% of Altimeter Capital Management's portfolio), Alex Sacerdote (0.9% of Whale Rock Capital Management's portfolio) and Stanley Druckenmiller (0.5% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions181$1.3B
Exits82$695.4M

All 13F filers, Q4 2025 → Q1 2026: 32,206,439 shares bought and 22,631,499 shares sold, net +9,574,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 746 holders

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.31% Add +339.9% 9,376,278 $1.4B
Invesco Ltd. 0.09% Add +6.3% 5,883,125 $890.0M
Morgan Stanley 0.04% Add +18.0% 4,463,815 $675.3M
Capital Research Global Investors 0.10% Add +133.7% 4,218,729 $638.1M
Schroder Investment Management Group 0.47% Add +102.2% 3,824,345 $578.5M
FMR LLC 0.02% Add +41.5% 2,449,030 $370.5M
Van Eck Associates Corp. 0.25% Add +4292.3% 2,212,884 $334.8M
Sustainable Growth Advisers, LP 2.86% Reduce -24.8% 2,007,159 $303.6M
Alphabet Inc. 7.39% No change 1,960,784 $296.6M
Altimeter Capital Management 4.55% New 1,715,440 $259.5M
UBS Group AG 0.05% Reduce -0.0% 1,677,045 $253.7M
Wellington Management Group LLP 0.05% Reduce -23.0% 1,655,703 $250.5M
Goldman Sachs Group Inc. 0.03% Reduce -57.9% 1,629,861 $246.6M
Hyperion Asset Management Ltd 7.71% Reduce -12.9% 1,598,537 $241.8M
Franklin Resources Inc. 0.06% Add +6.1% 1,551,049 $234.6M
Employees Provident Fund Board 1.60% Add +27.3% 1,400,000 $211.8M
Mubadala Investment Co PJSC 1.02% No change 1,376,960 $208.3M
BlackRock, Inc. 0.00% Reduce -5.0% 1,242,684 $188.0M
Capital International Investors 0.04% New 1,165,530 $176.3M
Robeco Schweiz AG 3.22% Add +52.0% 1,007,404 $152.4M
SG Americas Securities, LLC 0.16% Add +265.6% 971,067 $146.9M
Arrowstreet Capital, Limited Partnership 0.08% Add +1203.5% 945,152 $143.0M
Lansdowne Partners (uk) LLP 7.58% Add +98.2% 935,503 $141.5M
Balyasny Asset Management L.P. 0.29% Add +1856.1% 924,723 $139.9M
Loomis Sayles & Co. L P 0.18% Add +3.7% 860,262 $130.1M
Susquehanna International Group, LLP 0.15% Reduce -58.5% 780,619 $118.1M
Janus Henderson Group PLC 0.06% New 767,534 $116.1M
Citigroup Inc. 0.07% Add +6.4% 753,058 $113.9M
First Trust Advisors LP 0.08% Reduce -22.1% 740,398 $112.0M
Bank of America Corp. 0.01% Reduce -69.9% 706,252 $106.8M
Analog Century Management LP 4.99% New 691,364 $104.6M
Artisan Partners Limited Partnership 0.17% Reduce -46.2% 669,054 $101.2M
Barclays PLC 0.03% Reduce -33.5% 643,726 $97.4M
Baillie Gifford & Co. 0.09% Reduce -0.1% 611,897 $92.6M
Bridgewater Associates 0.40% Add +81.8% 593,361 $89.8M
Two Sigma Investments, LP 0.08% Reduce -53.9% 580,038 $87.7M
Robeco Institutional Asset Management B.V. 0.12% Reduce -0.1% 570,263 $86.3M
Ameriprise Financial Inc. 0.02% Add +19.4% 521,298 $79.2M
Rathbones Group PLC 0.30% Reduce -0.5% 497,528 $75.3M
T. Rowe Price Associates Inc. 0.01% Add +3.5% 493,865 $74.7M
Altshuler Shaham Ltd 1.32% Add +212.4% 478,289 $72.4M
NZS Capital, LLC 2.36% Add +13.5% 467,303 $70.7M
Sei Investments Co. 0.06% Add +67.5% 454,220 $68.7M
Whale Rock Capital Management 0.88% New 452,384 $68.4M
Swedbank AB 0.07% Add +15.7% 421,000 $63.7M
Gilder Gagnon Howe & Co. LLC 0.74% Add +11.3% 408,257 $61.8M
Defiance ETFs, LLC 0.84% Add +9.4% 387,564 $58.6M
Penserra Capital Management LLC 0.68% Add +8.2% 383,257 $58.0M
Rafferty Asset Management, LLC 0.23% Reduce -21.2% 382,080 $57.8M
Mirae Asset Global Investments Co., Ltd. 0.17% Reduce -8.7% 381,242 $57.7M
Tidal Investments LLC 0.17% Add +75.2% 371,037 $56.1M
Wells Fargo & Company 0.01% Add +0.3% 366,000 $55.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +261.2% 361,706 $54.7M
Mark Asset Management LP 7.06% Add +23.9% 351,641 $53.2M
Liontrust Investment Partners LLP 0.90% Add +139.7% 347,339 $52.5M
Schonfeld Strategic Advisors LLC 0.43% New 345,322 $52.2M
Pacific Heights Asset Management LLC 1.65% Add +18.2% 325,000 $49.2M
Jane Street Group, LLC 0.05% Add +406.0% 315,527 $47.7M
Voya Investment Management LLC 0.06% Add +19.4% 309,512 $46.8M
D. E. Shaw & Co. 0.04% Add +139.2% 306,620 $46.4M
Nuveen, LLC 0.01% Reduce -77.7% 303,909 $46.0M
1832 Asset Management L.P. 0.06% New 300,000 $45.4M
Tensor Edge Capital, LLC 7.53% New 289,461 $43.8M
Citadel Advisors 0.03% Reduce -43.0% 288,820 $43.7M
Raymond James Financial Inc. 0.01% Add +37.9% 285,505 $43.2M
State Street Corp. 0.00% Reduce -1.6% 279,616 $42.3M
Tran Capital Management, L.P. 5.67% Add +44.0% 272,907 $41.3M
Millennium Management 0.03% Add +88.0% 270,164 $40.9M
LPL Financial LLC 0.01% Reduce -2.8% 260,253 $39.4M
Public Employees Retirement System of Ohio 0.13% Add +141.4% 257,788 $39.0M
BNP Paribas Financial Markets 0.02% Reduce -58.9% 240,520 $36.4M
Primecap Management Co. 0.03% No change 233,880 $35.4M
Royal Bank of Canada 0.01% Reduce -17.7% 231,046 $35.0M
Focus Partners Wealth 0.04% Add +111.3% 230,852 $34.9M
Dock Street Asset Management Inc. 3.42% Reduce -0.6% 214,885 $32.5M
Nwi Management LP 1.91% No change 206,730 $31.3M
Clear Street Group Inc. 0.17% Add +63.7% 200,879 $30.4M
American Century Companies Inc. 0.02% Reduce -64.5% 193,381 $29.3M
Rheos Capital Works Inc. 1.91% Add +5.6% 189,600 $28.7M
Centiva Capital, LP 1.32% Add +1624.9% 186,321 $28.2M
Legal & General Group Plc 0.01% Add +3.3% 179,172 $27.1M
ProShare Advisors LLC 0.04% Reduce -17.6% 177,885 $26.9M
Kayne Anderson Rudnick Investment Management LLC 0.08% New 173,336 $26.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -21.2% 171,463 $25.9M
Silvant Capital Management LLC 0.88% Add +70.1% 168,598 $25.5M
Qube Research & Technologies Ltd 0.04% Add +250.6% 168,020 $25.4M
Susquehanna Fundamental Investments, LLC 0.93% New 164,754 $24.9M
Eurizon Capital SGR S.p.A. 0.08% Add +38.7% 163,178 $24.7M
JPMorgan Chase & Co. 0.00% Reduce -81.8% 178,620 $24.5M
LBP Am SA 0.33% Add +44.7% 159,007 $24.1M
Alliancebernstein L.P. 0.01% Add +767.5% 217,999 $23.8M
Pacer Advisors, Inc. 0.06% Add +19.5% 139,386 $21.1M
Cibc World Market Inc. 0.04% Reduce -27.5% 131,971 $20.0M
Cwm, LLC 0.05% Add +1.0% 131,727 $19.9M
Banque Transatlantique SA 0.45% Reduce -40.2% 124,314 $18.8M
Talos Eurisko Asset Management LP 3.13% New 121,200 $18.3M
Geode Capital Management, LLC 0.00% Add +2.8% 118,989 $18.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -43.2% 116,595 $17.6M
Quinn Opportunity Partners LLC 0.92% Reduce -29.4% 115,850 $17.5M
Neuberger Berman Group LLC 0.01% Reduce -12.9% 115,225 $17.4M
United Capital Management of KS, Inc. 2.64% Add +10.2% 114,976 $17.4M
Reynders McVeigh Capital Management, LLC 0.87% Reduce -0.3% 114,099 $17.3M
CSM Advisors, LLC 0.42% New 111,709 $16.9M
TD Asset Management Inc 0.01% Reduce -10.7% 110,488 $16.7M
Tairen Capital Ltd 1.76% New 107,400 $16.2M
Duquesne Family Office 0.55% New 106,700 $16.1M
Man Group plc 0.03% Reduce -20.5% 99,510 $15.1M
Defender Capital, LLC. 5.31% Reduce -2.0% 98,940 $15.0M
Cantor Fitzgerald, L. P. 0.54% Add +14.6% 97,920 $14.8M
SBI Securities Co., Ltd. 0.39% Reduce -13.3% 94,085 $14.2M
HighTower Advisors, LLC 0.02% Add +311.7% 93,688 $14.2M
PEAK6 LLC 0.41% Reduce -69.0% 93,460 $14.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +146.3% 90,773 $13.7M
Diversify Wealth Management, LLC 0.24% New 67,852 $13.7M
Catalyst Funds Management Pty Ltd 2.31% New 90,198 $13.6M
Allianz Asset Management GmbH 0.02% Add +138.9% 89,177 $13.5M
Credit Agricole S A 0.04% Add +23.8% 89,056 $13.5M
New York State Common Retirement Fund 0.02% Add +122.1% 89,032 $13.5M
UNICOM Systems, Inc. 1.38% No change 89,000 $13.5M
XTX Topco Ltd 0.23% New 87,304 $13.2M
HRT Financial LP 0.03% New 85,816 $13.0M
Sora Investors LLC 1.18% New 85,000 $12.9M
Renaissance Capital LLC 9.01% Reduce -15.3% 59,145 $12.4M
Assetmark, Inc. 0.03% Add +24.7% 81,627 $12.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +12.8% 81,574 $12.3M
Handelsbanken Fonder AB 0.04% Add +1.3% 81,489 $12.3M
Diversify Advisory Services, LLC 1.88% Reduce -7.0% 60,893 $12.3M
Berkshire Capital Holdings Inc. 4.39% Add +804400.0% 80,450 $12.2M
Rockefeller Capital Management L.P. 0.02% Add +190.5% 77,696 $11.8M
Osaic Holdings, Inc. 0.02% Reduce -23.8% 74,519 $11.3M
NEOS Investment Management LLC 0.05% Add +29.4% 71,843 $10.9M
Envestnet Asset Management Inc. 0.00% Add +48.1% 71,071 $10.8M
Bank of New York Mellon Corp 0.00% Reduce -3.5% 69,904 $10.6M
Stifel Financial Corp. 0.01% Add +11.0% 68,757 $10.4M
Jones Financial Companies LLLP 0.00% Add +11.9% 70,885 $10.2M
&partners 0.05% Add +106.3% 64,704 $9.8M
Havemeyer Place LP 1.12% New 64,097 $9.7M
National Bank of Canada 0.01% Reduce -5.7% 61,838 $9.4M
Nissay Asset Management Corp. /Japan 0.05% Add +2.9% 61,653 $9.3M
Victory Capital Management Inc. 0.01% Reduce -3.0% 60,368 $9.1M
APG Asset Management N.V. 0.03% Reduce -0.6% 68,336 $9.0M
Whittier Trust Co. 0.10% New 58,793 $8.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +12.1% 57,401 $8.7M
Zevenbergen Capital Investments LLC 0.25% Add +2.5% 57,100 $8.6M
E Fund Management Co., Ltd. 0.25% — 56,444 $8.5M
Longitude (Cayman) Ltd. 7.26% Add +10.0% 55,000 $8.3M
Deutsche Bank AG 0.00% Reduce -78.0% 53,934 $8.2M
Westend Capital Management, LLC 2.44% New 53,699 $8.1M
Bank of Montreal 0.00% Reduce -54.9% 53,439 $8.1M
BOCHK Asset Management Ltd 1.67% New 53,200 $8.0M
Quadrature Capital Ltd 0.09% New 52,297 $7.9M
Caption Management, LLC 0.38% Add +440.5% 50,000 $7.6M
Janney Montgomery Scott LLC 0.02% Add +47.9% 49,057 $7.4M
Capital International Sarl 0.12% Add +7.4% 48,789 $7.4M
Stanley-Laman Group, Ltd. 0.88% Add +8.7% 47,189 $7.1M
Nixon Peabody Trust Co. 0.57% New 47,107 $7.1M
Guggenheim Capital LLC 0.06% Reduce -7.0% 46,804 $7.1M
Itau Unibanco Holding S.A. 0.17% Add +32.8% 46,000 $7.0M
Oribel Capital Management, LP 1.06% New 45,900 $6.9M
Slow Capital, Inc. 0.90% Add +71.8% 45,741 $6.9M
Hidden Lake Asset Management LP 4.55% New 45,366 $6.9M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.24% Add +96.0% 45,270 $6.8M
Gunderson Capital Management LLC 2.85% New 45,029 $6.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.20% Add +72.5% 46,349 $6.7M
Incline Global Management LLC 2.58% New 43,422 $6.6M
Oppenheimer & Co. Inc. 0.08% New 42,639 $6.5M
Harvest Fund Management Co., Ltd 0.27% Reduce -0.0% 42,315 $6.4M
Nishkama Capital, LLC 0.90% New 42,000 $6.4M
Groupe la Francaise 0.09% Add +62.9% 41,953 $6.3M
Capitolis Liquid Global Markets LLC 0.04% — 41,617 $6.3M
Nomura Holdings Inc. 0.05% Reduce -80.8% 40,981 $6.2M
Daiwa Securities Group Inc. 0.02% Add +188.1% 40,844 $6.2M
Exchange Traded Concepts, LLC 0.05% Reduce -52.5% 39,095 $5.9M
Cetera Investment Advisers 0.01% Reduce -15.9% 39,008 $5.9M
Royal Fund Management, LLC 0.56% Add +158.2% 38,344 $5.8M
Pinnacle Associates Ltd. 0.07% Add +15.8% 38,087 $5.8M
EFG International AG 0.12% Add +849.1% 37,841 $5.7M
Schaper Benz & Wise Investment Counsel Inc. 0.43% Add +15.3% 37,603 $5.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -88.5% 36,624 $5.5M
Broadleaf Partners, LLC 1.19% Reduce -15.2% 33,761 $5.1M
Optiver Holding B.V. 0.19% Reduce -71.1% 33,359 $5.0M
Mariner, LLC 0.01% Add +34.5% 33,102 $5.0M
Marsico Capital Management LLC 0.15% New 32,850 $5.0M
Y-Intercept (Hong Kong) Ltd 0.09% Reduce -60.6% 32,648 $4.9M
Modus Advisors, LLC 1.35% Add +17.8% 32,399 $4.9M
Mizuho Markets Cayman LP 0.26% Add +98.3% 31,654 $4.8M
Simplex Trading, LLC 0.15% Reduce -79.5% 31,465 $4.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +29.0% 31,199 $4.7M
Marex Group Ltd 0.05% Reduce -47.0% 31,039 $4.7M
USS Investment Management Ltd 0.02% Add +6.6% 30,229 $4.6M
Covea Finance 0.16% New 29,918 $4.5M
Midwest Trust Co 0.06% New 29,541 $4.5M
VestGen Advisors, LLC 0.12% Reduce -15.9% 21,196 $4.4M
Connective Capital Management, LLC 3.58% New 28,652 $4.3M
Robocap Asset Management Ltd 4.62% Add +176.4% 28,579 $4.3M
Chicago Capital, LLC 0.12% Add +66.7% 28,427 $4.3M
GF Fund Management Co. LTD. 0.07% Reduce -2.9% 28,352 $4.3M
Jackson Square Capital, LLC 0.90% Reduce -3.7% 28,218 $4.3M
CacheTech Inc. 0.82% Add +9.1% 28,011 $4.2M
Resolute Capital Asset Partners LLC 2.23% New 28,000 $4.2M
Texas Capital Bank Wealth Management Services Inc 0.25% No change 27,500 $4.2M
Intrinsic Edge Capital Management LLC 0.74% New 26,966 $4.1M
Capital International Ltd. 0.15% No change 26,804 $4.1M
Financial Gravity Asset Management, Inc. 0.72% Add +0.9% 26,766 $4.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% New 27,708 $4.0M
Lagoda Investment Management, L.P. 2.43% Reduce -8.3% 26,085 $3.9M
Westwood Wealth Management 1.49% New 25,135 $3.8M
Capital International, Inc. 0.03% Add +8.6% 25,026 $3.8M
HSBC Holdings PLC 0.00% Reduce -73.3% 24,790 $3.7M
CIBC Asset Management Inc 0.01% Reduce -2.3% 24,633 $3.7M
Walleye Trading LLC 0.08% Reduce -98.2% 24,402 $3.7M
Baker Chad R 0.69% No change 24,250 $3.7M
Commonwealth Equity Services, LLC 0.01% Reduce -9.7% 24,187 $3.7M
Adams Wealth Management 0.79% Add +6.6% 23,882 $3.6M
Whittier Trust Co. of Nevada Inc. 0.07% New 24,126 $3.6M
Twin Tree Management, LP 0.75% Reduce -83.2% 23,659 $3.6M
Vontobel Holding Ltd. 0.01% Reduce -8.9% 23,343 $3.5M
NFSG Corp 0.57% Reduce -74.5% 22,938 $3.5M
Verition Fund Management LLC 0.04% Add +183.7% 22,890 $3.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -29.6% 22,882 $3.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +1.0% 21,737 $3.3M
Scotia Capital Inc. 0.01% Add +43.5% 20,536 $3.1M
180 Wealth Advisors, LLC 0.35% Add +5.4% 20,525 $3.1M
Blue Fin Capital, Inc. 0.51% Reduce -9.9% 20,480 $3.1M
Morgens Waterfall Vintiadis & Co. Inc. 3.73% New 20,000 $3.0M
Oaktop Capital Management Ii, L.P. 0.23% New 20,000 $3.0M
Camarda Financial Advisors, LLC 1.57% New 19,734 $3.0M
Prospera Financial Services Inc 0.05% Add +631.0% 19,510 $3.0M
Mandatum Life Insurance Co Ltd 0.65% New 19,128 $2.9M
TD Waterhouse Canada Inc. 0.01% Add +1098.2% 18,572 $2.9M
Venture Visionary Partners LLC 0.09% Reduce -3.8% 18,313 $2.8M
Vestmark Advisory Solutions, Inc. 0.03% Add +24.6% 18,110 $2.7M
Nomura Asset Management Co. Ltd. 0.01% Reduce -24.8% 18,034 $2.7M
Ardsley Advisory Partners LP 0.41% New 18,000 $2.7M
Jump Financial, LLC 0.04% Reduce -95.3% 17,835 $2.7M
Tower View Wealth Management LLC 1.37% Reduce -12.2% 17,695 $2.7M
Caitong International Asset Management Co., Ltd 0.49% Add +94.3% 17,658 $2.7M
Haven Capital Group, Inc. 2.42% No change 17,246 $2.6M
Krane Funds Advisors LLC 0.11% Add +292.1% 17,450 $2.6M
Renaissance Technologies 0.00% Reduce -96.4% 16,900 $2.6M
Kestra Advisory Services, LLC 0.01% Add +19.1% 16,840 $2.5M
Snowden Capital Advisors LLC 0.07% Reduce -0.8% 16,799 $2.5M
iA Global Asset Management Inc. 0.04% Reduce -2.5% 16,769 $2.5M
NewEdge Advisors, LLC 0.01% Reduce -31.1% 16,633 $2.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -20.1% 16,160 $2.4M
Pinebridge Investments LLC 0.02% Reduce -36.0% 16,117 $2.4M
Blair William & Co. 0.01% Add +23.5% 16,047 $2.4M
Advisory Services Network, LLC 0.03% Reduce -12.8% 15,996 $2.4M
Meiji Yasuda Asset Management Co Ltd. 0.12% Reduce -5.0% 15,903 $2.4M
Elevation Advisory Partners LLC 2.24% — 20,877 $2.4M
Lido Advisors, LLC 0.01% Add +24.6% 15,759 $2.4M
Equitable Holdings, Inc. 0.02% Add +5.7% 20,199 $2.4M
Shelton Capital Management 0.05% Add +5.3% 15,670 $2.4M
Farther Finance Advisors, LLC 0.02% Reduce -13.4% 15,243 $2.4M
Aft, Forsyth & Company, Inc. 1.10% Add +0.4% 15,413 $2.3M
Polymer Capital Management (HK) LTD 0.33% New 15,411 $2.3M
Profund Advisors LLC 0.09% Reduce -16.0% 15,405 $2.3M
CTC Alternative Strategies, Ltd. 5.27% New 15,346 $2.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.95% No change 15,155 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +5.6% 15,082 $2.3M
Independent Solutions Wealth Management, LLC 0.33% Add +13.3% 15,036 $2.3M
Midwest Professional Planners, LTD. 0.53% Add +1.9% 15,009 $2.3M
Barrier Capital Management, LLC 1.99% New 15,000 $2.3M
BW Gestao de Investimentos Ltda. 0.10% New 14,980 $2.3M
Partners Group Holding AG 0.17% Add +104.1% 14,900 $2.3M
Cerity Partners LLC 0.00% Add +9.5% 14,806 $2.2M
Taproot Management LP 0.42% Add +48.3% 14,588 $2.2M
Point72 Asset Management 0.00% New 14,262 $2.2M
Concentric Capital Strategies, LP 0.19% New 14,113 $2.1M
Corps Capital Advisors, LLC 1.82% Add +44.2% 13,815 $2.1M
Greenwood Capital Associates LLC 0.23% New 13,759 $2.1M
Vident Advisory, LLC 0.02% Reduce -91.3% 13,739 $2.1M
Creative Planning 0.00% Reduce -77.8% 13,623 $2.1M
D.A. Davidson & Co. 0.01% Add +527.9% 13,506 $2.0M
Elevation Point Wealth Partners, LLC 0.05% Add +8.3% 13,443 $2.0M
Ascent Wealth Partners, LLC 0.23% Add +12.8% 13,217 $2.0M
Horizon Investments, LLC 0.02% Reduce -23.8% 12,782 $1.9M
CenterBook Partners LP 0.10% New 12,678 $1.9M
Baird Financial Group, Inc. 0.00% Add +205.4% 12,597 $1.9M
Integrated Wealth Concepts LLC 0.01% Add +90.2% 12,451 $1.9M
Willner & Heller, LLC 1.40% Add +10.3% 12,413 $1.9M
Captrust Financial Advisors 0.00% Add +21.7% 12,351 $1.9M
Lazard Freres Gestion S.A.S. 0.04% Reduce -5.1% 12,340 $1.9M
Mackenzie Financial Corp. 0.00% Reduce -35.0% 12,229 $1.9M
DekaBank Deutsche Girozentrale 0.00% New 12,092 $1.8M
Parallax Volatility Advisers, L.P. 0.10% Reduce -94.4% 11,749 $1.8M
PFG Investments, LLC 0.08% Reduce -7.6% 11,586 $1.8M
Oppenheimer Asset Management Inc. 0.02% New 11,539 $1.7M
Pine Valley Investments Ltd Liability Co 0.08% Add +3.5% 11,339 $1.7M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -60.9% 11,297 $1.7M
Vega Investment Solutions 0.41% No change 11,200 $1.7M
National Philanthropic Trust 0.02% No change 11,000 $1.7M
Quantum Private Wealth, LLC 0.51% Reduce -8.3% 10,975 $1.7M
NLB Skladi, upravljanje premozenja, d.o.o. 0.08% No change 10,910 $1.7M
Independent Financial Group, LLC 0.04% Reduce -11.7% 10,860 $1.6M
Harbour Capital Advisors, LLC 0.31% Add +2.7% 8,231 $1.6M
Rakuten Securities, Inc. 0.67% Reduce -36.9% 10,667 $1.6M
Paragon Capital Management Inc. 1.36% Add +40.4% 10,609 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.9% 10,199 $1.5M
Northern Trust Corp. 0.00% Add +72.7% 10,098 $1.5M
Stratos Wealth Partners, LTD. 0.02% Reduce -13.4% 10,024 $1.5M
JBF Capital, Inc. 0.22% New 10,000 $1.5M
FUKOKU MUTUAL LIFE INSURANCE Co 0.10% No change 10,000 $1.5M
Sona Asset Management (us) LLC 0.09% New 10,000 $1.5M
NewEdge Wealth, LLC 0.02% Reduce -5.1% 9,878 $1.5M
Haven Private, LLC 0.64% Add +11.9% 9,717 $1.5M
COFG Advisors, LLC 0.36% Add +1.5% 9,598 $1.5M
Leonteq Securities AG 0.09% Reduce -72.3% 9,371 $1.4M
Centaurus Financial, Inc. 0.07% Reduce -7.8% 9,278 $1.4M
Banque Cantonale Vaudoise 0.05% Add +24.9% 9,254 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Add +76.4% 9,216 $1.4M
Dorsey & Whitney Trust CO LLC 0.08% Add +5.0% 9,213 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -1.1% 9,200 $1.4M
Nomura Asset Management International Inc. 0.00% New 9,161 $1.4M
Empirical Asset Management, LLC 0.36% Add +1.1% 9,100 $1.4M
Concurrent Investment Advisors, LLC 0.01% Add +114.5% 9,011 $1.4M
SCS Capital Management LLC 0.01% No change 8,788 $1.3M
Iyo Bank, Ltd. 0.47% Add +33.4% 8,688 $1.3M
Steel Grove Capital Advisors, LLC 0.14% No change 8,650 $1.3M
PNC Financial Services Group, Inc. 0.00% Reduce -26.4% 8,636 $1.3M
Thoroughbred Financial Services, LLC 0.08% Reduce -2.1% 8,635 $1.3M
Cim Investment Management Inc. 0.35% Reduce -0.5% 8,626 $1.3M
Smith Group Asset Management, LLC 0.07% No change 8,520 $1.3M
Boothbay Fund Management, LLC 0.03% New 8,500 $1.3M
Asset Management One Co., Ltd. 0.00% Add +683.2% 8,427 $1.3M
Private Advisor Group, LLC 0.01% Reduce -5.2% 8,286 $1.3M
Alerus Financial NA 0.06% Reduce -59.3% 8,256 $1.2M
Brooklyn Investment Group 0.04% Add +150.2% 8,120 $1.2M
B & T Capital Management DBA Alpha Capital Management 0.17% Add +14.3% 7,871 $1.2M
Fortem Financial Group, LLC 0.30% Reduce -13.4% 7,843 $1.2M
Global X Japan Co., Ltd. 0.06% Add +2.5% 7,832 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -0.6% 7,722 $1.2M
Meiji Yasuda Life Insurance Co 0.04% No change 7,679 $1.2M
TrueMark Investments, LLC 0.22% Add +1.4% 7,592 $1.1M
Fiduciary Trust Co 0.01% No change 7,498 $1.1M
Polar Asset Management Partners Inc. 0.04% New 7,400 $1.1M
J.W. Cole Advisors, Inc. 0.04% Add +172.4% 7,341 $1.1M
QRG Capital Management, Inc. 0.01% Add +37.3% 7,261 $1.1M
Stephens Inc. 0.01% Add +8.4% 7,158 $1.1M
Corient Private Wealth LP 0.00% Add +0.6% 7,161 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +138.9% 7,000 $1.1M
Prasad Wealth Partners, LLC 0.29% Reduce -0.7% 6,999 $1.1M
Hilton Head Capital Partners, LLC 0.60% Add +0.6% 6,984 $1.1M
Convergence Financial, LLC 0.11% Reduce -1.1% 6,889 $1.0M
Prelude Capital Management, LLC 0.08% Reduce -11.9% 6,847 $1.0M
Lazard Asset Management LLC 0.00% Reduce -7.8% 6,806 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -32.6% 6,613 $1.0M
Hoey Investments, Inc. 0.15% Reduce -1.5% 6,585 $996K
Capital Markets Trading UK LLP 0.88% Add +24.6% 6,496 $983K
Geneos Wealth Management Inc. 0.02% Add +4.9% 6,452 $976K
CMT Capital Markets Trading GmbH 0.45% New 6,419 $971K
US Bancorp \de 0.00% Add +3.9% 6,312 $955K
Edmond DE Rothschild Holding S.A. 0.01% Add +2.9% 6,295 $952K
RFG Advisory, LLC 0.02% Reduce -12.3% 6,166 $933K
MML Investors Services, LLC 0.00% Reduce -18.4% 6,161 $932K
Walleye Capital LLC 0.01% Reduce -81.4% 6,146 $930K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 2.25% Reduce -30.7% 6,057 $916K
Empowered Funds, LLC 0.01% New 6,003 $908K
WealthPlan Investment Management, LLC 0.05% New 5,968 $903K
Kovack Advisors, Inc. 0.05% Reduce -1.4% 5,702 $879K
Sunbelt Securities, Inc. 0.06% Add +29.1% 5,805 $878K
Bank of Marin 0.64% Add +23.3% 5,775 $874K
Perigon Wealth Management, LLC 0.02% Add +37.6% 5,741 $868K
Mercer Global Advisors Inc. 0.00% Add +44.5% 5,705 $863K
Oak Grove Capital LLC 0.15% Reduce -12.3% 5,700 $862K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +81.1% 5,608 $848K
Kestra Private Wealth Services, LLC 0.01% Add +12.6% 5,534 $837K
Capital Group Investment Management Pte. LTD. 0.14% No change 5,478 $829K
Lake Street Private Wealth, LLC 0.10% Reduce -8.1% 5,410 $818K
Americana Partners, LLC 0.02% Add +33.8% 5,365 $812K
BNP Paribas 0.03% Reduce -60.4% 5,320 $804K
Fortis Capital Advisors, LLC 0.10% Add +117.2% 5,299 $802K
Belpointe Asset Management LLC 0.03% Add +117.2% 5,299 $802K
Norinchukin Bank, The 0.01% Add +10.3% 5,097 $771K
Schwarz Dygos Wheeler Investment Advisors LLC 0.16% Reduce -1.7% 5,069 $764K
Ameritas Investment Partners, Inc. 0.02% Add +0.9% 5,046 $763K
PKO Investment Management Joint-Stock Co 0.06% Reduce -80.0% 5,000 $756K
Fund Advisors of America Inc 0.76% Reduce -17.9% 4,982 $754K
SBI Okasan Asset Management Co.Ltd. 0.03% Reduce -14.7% 5,400 $740K
ROI Financial Advisors, LLC 0.44% Reduce -4.2% 4,883 $739K
Integrity Alliance, Llc. 0.03% Reduce -9.8% 4,856 $735K
Gilbert & Cook, Inc. 0.09% Reduce -0.5% 4,830 $731K
Golden State Wealth Management, LLC 0.08% Add +10.1% 4,810 $728K
Capstone Investment Advisors, LLC 0.01% Reduce -93.5% 4,662 $705K
Focus Financial Network, Inc. 0.03% Add +15.8% 4,646 $703K
B. Riley Wealth Advisors, Inc. 0.05% Reduce -9.3% 5,122 $701K
Arkadios Wealth Advisors 0.01% Add +69.9% 4,584 $693K
Huntleigh Advisors, Inc. 0.12% Add +13.1% 4,570 $691K
Cresset Asset Management, LLC 0.00% Reduce -30.1% 4,496 $680K
Strategic Blueprint, LLC 0.04% Reduce -4.3% 4,496 $680K
E Fund Management (Hong Kong) Co., Ltd. 0.30% Add +37.1% 4,315 $653K
Vanguard Personalized Indexing Management, LLC 0.01% Add +34.7% 4,290 $649K
KCM Investment Advisors LLC 0.02% Reduce -21.0% 4,245 $642K
Argonautica Private Wealth Management, Inc. 0.19% Add +13.3% 4,229 $640K
IHT Wealth Management, LLC 0.01% Add +4.3% 4,196 $635K
Savant Capital, LLC 0.00% New 4,185 $633K
Quantinno Capital Management LP 0.00% Reduce -12.4% 4,146 $627K
Crossmark Global Holdings, Inc. 0.01% Reduce -26.9% 4,145 $627K
United Advisor Group, LLC 0.08% Add +41.3% 4,143 $627K
GTS Securities LLC 0.02% Reduce -43.7% 4,128 $624K
ING Groep NV 0.00% New 4,127 $624K
Cornerstone Wealth Management, LLC 0.03% Reduce -15.4% 4,119 $623K
Hennion & Walsh Asset Management, Inc. 0.02% Add +35.2% 4,086 $618K
Tufton Capital Management 0.11% No change 4,049 $612K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -58.4% 3,997 $596K
China Universal Asset Management Co., Ltd. 0.04% Add +0.3% 3,928 $594K
Kirtland Hills Capital Management, LLC 0.19% New 3,008 $586K
Worth Financial Advisory Group, LLC 0.25% New 14 $572K
Prime Capital Investment Advisors, LLC 0.01% Add +4.0% 3,779 $572K
TFB Advisors LLC 0.30% Add +5.5% 3,763 $569K
AE Wealth Management LLC 0.00% Add +66.7% 3,745 $566K
Pictet Asset Management Holding SA 0.00% New 3,715 $562K
FIL Ltd 0.00% Reduce -19.6% 3,715 $562K
HighPoint Advisor Group LLC 0.02% Reduce -64.1% 3,665 $554K
International Assets Investment Management, LLC 0.04% Reduce -48.5% 3,572 $554K
Simplicity Wealth,LLC 0.03% Reduce -17.2% 3,642 $551K
Intellectus Partners, LLC 0.11% New 3,631 $549K
Bayesian Capital Management, LP 0.67% New 3,623 $548K
Hantz Financial Services, Inc. 0.01% Add +105.1% 3,602 $545K
Gladstone Institutional Advisory LLC 0.02% Add +7.5% 3,573 $541K
Trek Financial, LLC 0.03% New 3,570 $540K
Advisors Asset Management, Inc. 0.01% Reduce -6.5% 3,528 $534K
Fifth Lane Capital, LP 0.65% New 3,500 $529K
Gainplan LLC 0.40% New 3,500 $529K
Cherry Creek Investment Advisors, Inc. 0.22% Reduce -22.3% 3,376 $511K
IFP Advisors, Inc 0.01% Add +211.1% 3,375 $511K
BankChampaign, National Association 0.51% Add +61.5% 3,373 $510K
Patriot Financial Group Insurance Agency, LLC 0.03% New 3,354 $507K
Fox Run Management, L.L.C. 0.09% Reduce -42.6% 3,663 $502K
Meridian Wealth Management, LLC 0.02% Reduce -1.5% 3,292 $498K
Costello Asset Management, INC 0.17% Add +1.1% 3,257 $493K
Blue Trust, Inc. 0.01% Add +73.4% 3,257 $493K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +0.3% 3,220 $487K
KERR FINANCIAL PLANNING Corp 0.34% Reduce -9.3% 2,425 $481K
Parallel Advisors, LLC 0.01% Add +53.3% 3,142 $475K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -66.7% 3,060 $463K
Union Bancaire Privee, UBP SA 0.01% No change 3,345 $458K
Fearless Solutions, LLC dba Best Invest 0.28% Reduce -21.0% 3,016 $456K
Wilmar Advisors LLC 0.39% No change 3,000 $454K
LMR Partners LLP 0.01% Reduce -20.0% 3,000 $454K
Atalanta Sosnoff Capital, LLC 0.01% New 2,980 $451K
Kaizen Financial Strategies 0.19% Reduce -3.5% 2,750 $446K
Balboa Wealth Partners 0.07% Add +0.6% 2,925 $442K
Mizuho Markets Americas LLC 0.01% New 2,866 $434K
Marathon Trading Investment Management LLC 0.13% Reduce -84.1% 2,856 $432K
FNY Investment Advisers, LLC 0.19% New 2,855 $431K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 2,850 $431K
Essex Financial Services, Inc. 0.02% Reduce -4.2% 2,845 $430K
IKE Capital, LLC 0.24% New 2,825 $427K
Meadowbrook Wealth Management, LLC 0.56% New 2,815 $426K
PenderFund Capital Management Ltd. 0.20% New 2,800 $424K
Covenant Asset Management, LLC 0.09% Reduce -91.6% 2,800 $424K
Mirador Capital Partners LP 0.06% Add +4.4% 2,755 $417K
DSM Capital Partners LLC 0.01% Add +5.2% 2,730 $413K
Park Avenue Securities LLC 0.00% New 2,707 $410K
Northstar Group, Inc. 0.06% Reduce -5.3% 2,695 $408K
Independent Advisor Alliance 0.00% Reduce -13.5% 2,658 $402K
Crown Wealth Group, LLC 0.12% No change 2,604 $394K
Wealthfront Advisers LLC 0.00% New 2,602 $394K
Compound Planning, Inc. 0.01% New 2,596 $393K
Accel Wealth Management 0.10% Reduce -25.0% 2,581 $390K
Portfolio Design Labs, LLC 0.07% New 2,536 $384K
Henry James International Management Inc. 0.14% Add +3.1% 2,500 $378K
HHM Wealth Advisors, LLC 0.04% No change 2,490 $377K
Toronto Dominion Bank 0.00% Add +3.0% 2,468 $373K
Larson Financial Group LLC 0.01% Add +8.6% 2,438 $369K
Game Plan Financial Advisors, LLC 0.17% New 2,415 $365K
Parisi Gray Wealth Management 0.09% Add +5.5% 2,409 $364K
Chicago Partners Investment Group LLC 0.01% New 1,832 $360K
Waverly Advisors, LLC 0.00% New 2,359 $357K
Moors & Cabot, Inc. 0.02% Add +13.3% 2,342 $354K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 2,341 $354K
Coldstream Capital Management Inc. 0.00% Reduce -23.8% 2,337 $353K
ICICI Prudential Asset Management Co Ltd 0.04% Add +4.2% 2,314 $350K
Wedbush Securities Inc. 0.01% Reduce -43.3% 2,307 $349K
Sigma Planning Corp 0.01% Add +6.5% 2,301 $348K
Jennison Associates LLC 0.00% Reduce -0.9% 2,232 $338K
Sage Capital Management, LLC 0.16% No change 2,231 $338K
Sagespring Wealth Partners, LLC 0.01% Reduce -2.2% 2,204 $333K
Allworth Financial LP 0.00% Reduce -1.3% 2,204 $333K
SIH Partners, LLLP 0.01% Reduce -87.1% 2,200 $333K
Harbour Investments, Inc. 0.01% Add +29.0% 2,177 $329K
O'shaughnessy Asset Management, LLC 0.00% Add +14.5% 2,157 $326K
Strong Retirement Solutions LLC 0.23% Reduce -18.5% 2,155 $326K
Signal Advisors Wealth, LLC 0.02% Reduce -18.5% 2,155 $326K
HUB Investment Partners, LLC 0.01% Add +102.4% 2,145 $324K
SteelPeak Wealth, LLC 0.01% New 2,112 $320K
Wesbanco Bank Inc. 0.01% New 2,112 $320K
Hudock, Inc. 0.05% No change 2,081 $315K
Tower Research Capital LLC (TRC) 0.01% Reduce -85.3% 2,061 $312K
Lattice Capital Management, LLC 0.54% No change 2,000 $310K
Callan Family Office, LLC 0.01% New 2,046 $310K
Heritage Trust Co 0.03% No change 2,045 $309K
Veracity Capital LLC 0.11% Reduce -54.4% 2,034 $308K
Cidel Asset Management Inc. 0.02% New 2,019 $305K
Cladis Investment Advisory, LLC 0.17% No change 2,000 $303K
Summit Trail Advisors, LLC 0.00% Reduce -4.8% 2,000 $303K
Pathstone Holdings, LLC 0.00% Reduce -17.4% 2,000 $303K
Keybank National Association 0.00% Reduce -18.4% 2,000 $303K
EverSource Wealth Advisors, LLC 0.01% Reduce -48.2% 1,995 $302K
Zullo Investment Group, Inc. 0.11% Add +0.1% 1,978 $299K
Addison Capital Co 0.05% No change 1,977 $299K
Integrated Advisors Network LLC 0.02% Reduce -27.3% 1,951 $295K
Purus Wealth Management, LLC 0.09% No change 1,910 $289K
Mystic Asset Management, Inc. 0.07% No change 1,885 $285K
AlphaCore Capital LLC 0.01% New 1,853 $280K
Ascent Group, LLC 0.01% New 1,817 $275K
William John Sempolinski 0.14% New 1,802 $273K
Westover Capital Advisors, LLC 0.05% New 1,800 $272K
CreativeOne Wealth, LLC 0.01% Reduce -2.1% 1,791 $271K
Blackstone Inc. 0.00% Reduce -89.3% 1,787 $270K
EP Wealth Advisors, LLC 0.00% Reduce -23.0% 1,784 $270K
Fifth Third Bancorp 0.00% No change 1,780 $269K
Vise Technologies, Inc. 0.01% No change 2,450 $268K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -7.8% 1,756 $266K
Dimension Capital Management LLC 0.04% New 1,743 $264K
Wealth Effects LLC 0.09% New 1,725 $261K
Great Valley Advisor Group, Inc. 0.00% New 1,725 $261K
bLong Financial, LLC 0.20% New 1,710 $259K
Kingsview Wealth Management, LLC 0.00% New 1,709 $259K
Nwam LLC 0.01% Reduce -6.3% 1,702 $257K
Commerce Bank 0.00% New 1,702 $257K
Asset Dedication, LLC 0.02% No change 1,700 $257K
Quantessence Capital LLC 1.24% New 1,682 $254K
Cordoba Advisory Partners LLC 0.07% New 1,682 $254K
AdvisorNet Financial, Inc 0.01% Add +6.2% 1,681 $254K
Forum Financial Management, LP 0.00% New 1,678 $254K
Goldenstone Wealth Management LLC 0.18% New 1,674 $253K
360 Financial, Inc. 0.08% New 1,669 $252K
Absolute Gestao de Investimentos Ltda. 0.03% New 1,650 $250K
Leigh Baldwin & Co., LLC 0.16% New 1,635 $247K
Spartan Wealth Advisory Services LLC 0.02% — 1,622 $245K
ArchPoint Investors 0.06% New 1,600 $242K
Baker Avenue Asset Management, LP 0.01% Reduce -50.6% 1,597 $242K
Truist Financial Corp. 0.00% New 1,592 $241K
Schmidt P J Investment Management Inc. 0.04% New 1,587 $240K
Mutual Advisors, LLC 0.01% New 1,568 $237K
Daymark Wealth Partners, LLC 0.01% New 1,554 $235K
Diversified Trust Co. 0.00% New 1,528 $231K
Lotus Technology Management, LP 0.85% New 1,527 $231K
ZEGA Investments, LLC 0.04% New 1,520 $230K
Wellington Shields Capital Management, LLC 0.03% New 1,514 $229K
Apriem Advisors 0.02% New 1,508 $228K
Ahara Advisors LLC 0.19% New 1,501 $227K
Coquina Private Wealth LLC 0.18% New 1,500 $227K
Evelyn Partners Investment Management LLP 0.01% Add +66.7% 1,500 $227K
Atria Investments, Inc 0.00% New 1,497 $226K
Advisory Alpha, LLC 0.01% New 1,489 $225K
Foundations Investment Advisors, LLC 0.00% New 1,478 $224K
Markin Volterra Fund LP 2.05% New 1,454 $220K
Crescent Sterling, Ltd. 0.21% New 1,448 $219K
Merit Financial Group, LLC 0.00% Reduce -35.4% 1,438 $217K
Brookstone Capital Management 0.00% New 1,436 $217K
Apollon Wealth Management, LLC 0.00% New 1,422 $215K
HB Wealth Management, LLC 0.00% New 1,422 $215K
Laurel Oak Wealth Management, LLC 0.04% New 1,421 $215K
SmartHarvest Portfolios, LLC 0.09% New 1,419 $215K
IPG Investment Advisors LLC 0.04% New 1,415 $214K
Forefront Wealth Partners, LLC 0.09% New 1,403 $212K
First Affirmative Financial Network 0.08% — 1,397 $211K
RDA Financial Network 0.05% New 1,383 $209K
Banque Pictet & Cie SA 0.00% New 1,380 $209K
Credit Industriel Et Commercial 0.04% Reduce -70.5% 1,358 $205K
Baader Bank Aktiengesellschaft 0.02% New 2,061 $205K
Woodline Partners LP 0.00% Reduce -97.8% 1,340 $203K
Keebeck Wealth Management 0.02% New 1,338 $202K
Purpose Unlimited Inc. 0.01% New 1,337 $202K
Cary Street Partners Financial LLC 0.01% New 1,335 $202K
Elite Wealth Management, Inc. 0.07% New 1,323 $200K
Aventura Private Wealth, LLC 0.07% Add +12.0% 1,300 $197K
Spirit of America Management Corp. 0.04% No change 1,300 $197K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 1,250 $189K
Intesa Sanpaolo S.p.A. 0.01% New 1,200 $182K
Spire Wealth Management 0.01% No change 1,200 $182K
MAI Capital Management 0.00% Add +28.8% 1,149 $174K
Silicon Valley Capital Partners 0.02% New 1,079 $163K
Creative Financial Designs Inc. 0.01% No change 1,077 $163K
Acadian Asset Management LLC 0.00% Reduce -98.3% 1,070 $161K
Signature Equity Partners, LLC 0.08% Add +181.7% 1,034 $156K
Rialto Wealth Management, LLC 0.03% No change 1,000 $151K
Gladstone Capital Management LLP 0.02% No change 1,000 $151K
Financial Life Planners 0.11% New 991 $150K
Brown, Lisle/Cummings, Inc. 0.03% Reduce -2.7% 916 $139K
Hollencrest Capital Management 0.01% New 890 $135K
Clearstead Advisors, LLC 0.00% Reduce -38.7% 876 $133K
Murphy & Mullick Capital Management Corp 0.10% Reduce -18.2% 876 $133K
Valley National Advisers Inc. 0.02% Add +275.0% 870 $131K
Strategic Investment Advisors / MI 0.01% New 865 $131K
Westside Investment Management, Inc. 0.02% New 750 $113K
CoreCap Advisors, LLC 0.00% Reduce -0.9% 741 $112K
Ancora Advisors LLC 0.00% No change 726 $110K
Comprehensive Financial Planning, Inc. 0.07% No change 700 $106K
Fourth Dimension Wealth, LLC 0.04% Add +75.0% 700 $106K
Bfsg, LLC 0.01% No change 700 $106K
Atlantic Union Bankshares Corp 0.00% No change 695 $105K
MCF Advisors LLC 0.00% No change 684 $103K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -9.8% 677 $102K
Bogart Wealth, LLC 0.00% Add +1216.0% 658 $100K
Innovative Asset Advisors Group, LLC 0.06% — 650 $98K
Capula Management Ltd 0.00% Reduce -89.7% 635 $96K
Strategic Investment Solutions, Inc. 0.02% No change 627 $95K
SHP Wealth Management 0.01% Reduce -1.4% 621 $94K
Rhumbline Advisers 0.00% Add +1.8% 563 $85K
Ascentis Independent Advisors 0.01% New 534 $81K
SOA Wealth Advisors, LLC. 0.01% No change 505 $76K
Smartleaf Asset Management LLC 0.00% Add +25950.0% 521 $71K
Sound Income Strategies, LLC 0.00% Add +2600.0% 459 $71K
Plante Moran Financial Advisors, LLC 0.00% No change 458 $69K
Activest Wealth Management 0.01% Add +201.4% 440 $67K
Global Assets Advisory, LLC 0.02% New 400 $61K
CNB Bank 0.02% New 376 $57K
Sterling Capital Management LLC 0.00% Add +1400.0% 375 $57K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 375 $56K
GAMMA Investing LLC 0.00% Add +185.0% 342 $52K
Armstrong Advisory Group, Inc. 0.00% No change 339 $51K
Forum Finance Group S.A. 0.03% — 430 $49K
Financial Consulate, Inc. 0.01% No change 320 $48K
Lanark Financial, Inc. 0.00% Add +60.0% 320 $48K
TFC Financial Management, Inc. 0.01% New 316 $48K
WFA of San Diego, LLC 0.04% No change 300 $45K
Barrett & Company, Inc. 0.02% New 300 $45K
Tsfg, LLC 0.01% Reduce -62.9% 286 $43K
Wolff Wiese Magana LLC 0.02% New 284 $43K
McGuire Capital Advisors Inc. 0.03% Reduce -1.1% 270 $41K
Cassaday & Co Wealth Management LLC 0.00% New 263 $40K
Fairscale Capital, LLC 0.03% No change 257 $39K
Godsey & Gibb, Inc. 0.00% No change 250 $38K
Orion Capital Management LLC 0.01% New 225 $34K
Arax Advisory Partners 0.00% Reduce -43.5% 216 $33K
Nova Wealth Management, Inc. 0.02% No change 200 $30K
Syntax Research, Inc. 0.02% New 200 $30K
Keating Financial Advisory Services, Inc. 0.00% Reduce -19.0% 200 $30K
Evelyn Partners Investment Management Services Ltd 0.00% New 200 $30K
Avalon Trust Co 0.00% No change 200 $30K
Cornerstone Planning Group LLC 0.00% Add +6.0% 142 $30K
Abound Wealth Management 0.01% No change 194 $29K
Ascentis Wealth Management, LLC 0.01% No change 188 $28K
N.E.W. Advisory Services LLC 0.00% No change 185 $28K
Pittenger & Anderson Inc. 0.00% No change 180 $27K
Ankerstar Wealth, LLC 0.03% Reduce -1.7% 178 $27K
Mather Group, Llc. 0.00% New 163 $25K
Front Row Advisors LLC 0.01% No change 160 $24K
JCIC Asset Management Inc. 0.01% No change 157 $24K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 156 $24K
Wall Street Financial Group, Inc. 0.01% New 155 $23K
WPG Advisers, LLC 0.02% No change 154 $23K
Harbor Investment Advisory, LLC 0.00% No change 150 $23K
Colonial Trust Advisors 0.00% Add +119.4% 147 $22K
UMB Bank, n.a. 0.00% New 146 $22K
Reyes Financial Architecture, Inc. 0.02% No change 136 $21K
Medallion Wealth Advisors, LLC 0.01% No change 135 $20K
SRH Advisors, LLC 0.01% No change 131 $20K
FWL Investment Management, LLC 0.00% No change 125 $19K
Morse Asset Management, Inc 0.00% Reduce -28.7% 124 $19K
TrinityBridge Ltd 0.00% Reduce -35.7% 110 $17K
Bessemer Group Inc. 0.00% No change 110 $17K
Catalyst Capital Advisors LLC 0.00% Add +105.9% 105 $16K
SWAN Capital LLC 0.01% Add +2.0% 102 $15K
Asset Planning,Inc 0.01% No change 100 $15K
Millstone Evans Group, LLC 0.01% No change 100 $15K
Legacy Wealth Managment, LLC 0.01% No change 100 $15K
CGC Financial Services, LLC 0.00% No change 100 $15K
Key Financial Inc 0.00% New 100 $15K
Steigerwald, Gordon & Koch Inc. 0.00% No change 100 $15K
Delta Asset Management LLC 0.00% No change 100 $15K
Farmers & Merchants Investments Inc. 0.00% No change 100 $15K
Centerpoint Advisors, LLC 0.00% No change 100 $15K
LRI Investments, LLC 0.00% New 96 $15K
Bear Mountain Capital, Inc. 0.00% No change 75 $13K
HM Payson & Co. 0.00% New 79 $12K
Bayforest Capital Ltd 0.01% New 78 $12K
Delos Wealth Advisors, LLC 0.01% New 75 $11K
Wealth Enhancement Trust Services, Inc. 0.00% New 71 $11K
Basepoint Wealth LLC 0.01% New 70 $11K
Sawyer & Company, Inc 0.00% No change 70 $11K
Hilltop National Bank 0.00% No change 67 $10K
Capital Analysts, LLC 0.00% Add +1.5% 66 $10K
Ravenstone Capital Management Inc. 0.00% New 65 $10K
Rachor Investment Advisory Services, LLC 0.00% Add +8.9% 61 $9K
Hurley Capital, LLC 0.00% Add +130.8% 60 $9K
Tompkins Financial Corp. 0.00% No change 60 $9K
Root Financial Partners, LLC 0.00% Reduce -94.7% 56 $8K
Bullock Wealth Management Group 0.00% No change 53 $8K
Lloyd Advisory Services, LLC. 0.00% Add +562.5% 53 $8K
Kingdom Financial Group LLC. 0.00% No change 53 $8K
Strengthening Families & Communities, LLC 0.00% No change 52 $8K
Versant Capital Management, Inc 0.00% No change 51 $8K
Tanglewood Legacy Advisors, LLC 0.00% No change 50 $8K
PayPay Securities Corp 0.25% Reduce -37.5% 45 $7K
Stone House Investment Management, LLC 0.00% New 44 $7K
Nemes Rush Group LLC 0.00% No change 44 $7K
Vision Retirement, LLC 0.00% Reduce -37.3% 42 $6K
Pinney & Scofield, Inc. 0.00% New 40 $6K
Southern Michigan Bank & Trust 0.00% — 40 $6K
Heritage Wealth Advisors 0.00% No change 40 $6K
Barnes Dennig Private Wealth Management LLC 0.01% No change 39 $6K
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
My Portfolio Guide, LLC 0.00% — 30 $5K
Archer Investment Corp 0.00% No change 30 $5K
Investors Research Corp 0.00% No change 30 $5K
Signaturefd, LLC 0.00% Add +50.0% 30 $5K
Aspect Partners, LLC 0.00% Add +7.4% 29 $4K
Mosley Wealth Management 0.00% New 30 $4K
Quest 10 Wealth Builders, Inc. 0.00% Add +50.0% 27 $4K
2UniFi Bank 0.00% Add +58.8% 27 $4K
Nisa Investment Advisors, LLC 0.00% New 27 $4K
SJS Investment Consulting Inc. 0.00% Add +4.2% 25 $4K
Dogwood Wealth Management LLC 0.00% New 25 $4K
Legacy Bridge, LLC 0.00% New 25 $4K
BankPlus Trust Department 0.00% No change 25 $4K
Cary Street Partners Investment Advisory LLC 0.00% New 23 $3K
Transamerica Financial Advisors, LLC 0.00% New 21 $3K
Bartlett & Co. Wealth Management LLC 0.00% New 15 $3K
Anfield Capital Management, LLC 0.00% No change 20 $3K
Tradewinds Capital Management, LLC 0.00% No change 20 $3K
TD Private Client Wealth LLC 0.00% Add +375.0% 19 $3K
Westfuller Advisors, LLC 0.00% No change 18 $3K
WealthCollab, LLC 0.00% Reduce -74.2% 17 $3K
Godfrey Financial Associates, Inc. 0.00% No change 15 $2K
IFS Advisors, LLC 0.00% No change 15 $2K
NBT Bank, N.A. 0.00% Reduce -86.2% 15 $2K
Pin Oak Investment Advisors Inc. 0.00% No change 10 $2K
Strive Financial Group ,LLC 0.00% No change 12 $2K
Trust Co 0.00% No change 13 $2K
Huntington National Bank 0.00% Add +550.0% 13 $2K
Retirement Wealth Solutions LLC 0.00% Add +140.0% 12 $2K
Gill Capital Partners, LLC 0.00% New 11 $2K
Caitlin John, LLC 0.00% No change 10 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 10 $2K
Peterson Wealth Services 0.00% No change 10 $2K
Toth Financial Advisory Corp. 0.00% No change 10 $2K
Manning & Napier Advisors LLC 0.00% Add +1000.0% 11 $2K
Rossby Financial, LCC 0.00% Reduce -10.0% 9 $1K
CVA Family Office, LLC 0.00% Reduce -70.0% 6 $908
Bell Investment Advisors, Inc 0.00% Reduce -16.7% 5 $757
IMA Advisory Services, Inc. 0.00% No change 5 $756
Cullen/Frost Bankers, Inc. 0.00% No change 5 $756
Copia Wealth Management 0.00% No change 4 $605
Key Capital Management, INC 0.00% No change 3 $454
Investors Portfolio Services LLC 0.00% New 2 $443
Osbon Capital Management LLC 0.00% New 2 $303
Lodestone Wealth Management LLC 0.00% Reduce -97.4% 2 $303
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -97.3% 1 $151

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