Arm Holdings PLC-ADRARM

13F holders, Q2 2026 (June 30)
961holders +215
301new positions
84sold out
9famous investors
$353.21avg. 13F price*

At the end of Q2 2026, 961 institutions reported holding Arm Holdings PLC-ADR (ARM) in their 13F filings, up 215 from Q1 2026. 301 opened new positions and 84 sold out. The largest holders were Invesco Ltd. ($4.5B), DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main ($2.3B) and Capital World Investors ($1.5B). 9 famous investors held it, including Brad Gerstner (5.9% of Altimeter Capital Management's portfolio), Stanley Druckenmiller (0.2% of Duquesne Family Office's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions301$3.3B
Exits84$450.6M

All 13F filers, Q1 2026 → Q2 2026: 34,842,688 shares bought and 25,968,913 shares sold, net +8,873,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 961 holders

Invesco Ltd. 0.36% Add +117.8% 12,816,588 $4.5B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.83% Reduce -30.6% 6,504,147 $2.3B
Capital World Investors 0.18% New 4,330,875 $1.5B
Arrowstreet Capital, Limited Partnership 0.64% Add +333.2% 4,094,696 $1.5B
FMR LLC 0.06% Add +65.9% 4,062,977 $1.4B
Goldman Sachs Group Inc. 0.11% Add +79.3% 2,922,908 $1.0B
Van Eck Associates Corp. 0.57% Add +17.5% 2,600,597 $922.1M
Capital Research Global Investors 0.12% Reduce -43.1% 2,401,422 $851.4M
Morgan Stanley 0.04% Reduce -51.6% 2,158,428 $765.3M
Capital International Investors 0.15% Add +75.9% 2,050,241 $726.8M
BlackRock, Inc. 0.01% Add +63.8% 2,035,975 $721.9M
Franklin Resources Inc. 0.16% Add +30.5% 2,024,003 $717.7M
Alphabet Inc. 0.70% No change 1,960,784 $695.2M
Schroder Investment Management Group 0.47% Reduce -51.0% 1,873,306 $664.2M
UBS Group AG 0.09% Reduce -1.7% 1,648,810 $584.6M
Altimeter Capital Management 5.92% Reduce -4.3% 1,641,972 $582.2M
Susquehanna International Group, LLP 0.51% Add +108.4% 1,627,121 $576.9M
Bank of America Corp. 0.03% Add +72.6% 1,218,800 $432.1M
JPMorgan Chase & Co. 0.02% Add +563.2% 1,184,566 $407.0M
Lansdowne Partners (uk) LLP 15.64% Add +14.6% 1,072,493 $380.3M
Royal Bank of Canada 0.06% Add +362.5% 1,068,616 $378.9M
Evergreen Quality Fund GP, Ltd. 5.61% New 981,449 $348.0M
Mubadala Investment Co PJSC 0.92% Reduce -34.5% 901,960 $319.8M
Employees Provident Fund Board 1.83% Reduce -35.7% 900,000 $319.1M
Citigroup Inc. 0.14% Add +10.9% 834,904 $296.0M
Robeco Schweiz AG 4.71% Reduce -17.9% 827,366 $293.4M
Wellington Management Group LLP 0.05% Reduce -51.1% 809,451 $287.0M
Loomis Sayles & Co. L P 0.35% Reduce -8.7% 785,168 $278.4M
T. Rowe Price Associates Inc. 0.03% Add +45.6% 719,274 $255.0M
Barclays PLC 0.07% Add +2.7% 661,355 $234.5M
Two Sigma Investments, LP 0.18% Add +13.8% 660,156 $234.1M
Sands Capital Management, LLC 0.85% New 642,829 $227.9M
Mirae Asset Global Investments Co., Ltd. 0.42% Add +64.0% 625,235 $221.7M
Altshuler Shaham Ltd 2.62% Add +23.5% 590,484 $209.4M
BNP Paribas Financial Markets 0.10% Add +128.4% 549,399 $194.8M
Hyperion Asset Management Ltd 4.99% Reduce -66.8% 531,331 $188.4M
Rathbones Group PLC 0.66% Add +0.9% 501,861 $177.9M
Wells Fargo & Company 0.03% Add +36.7% 500,220 $177.4M
Rafferty Asset Management, LLC 0.40% Add +29.7% 495,435 $175.7M
Allianz Asset Management GmbH 0.16% Add +445.8% 486,755 $172.6M
Gilder Gagnon Howe & Co. LLC 1.69% Add +13.0% 461,461 $163.6M
Baillie Gifford & Co. 0.14% Reduce -27.9% 441,365 $156.5M
ProShare Advisors LLC 0.21% Add +131.9% 412,575 $146.3M
Congress Asset Management Co. 0.89% New 409,049 $145.0M
Clear Street Group Inc. 0.45% Add +99.9% 401,475 $142.4M
Menora Mivtachim Holdings LTD. 0.55% New 400,000 $141.8M
Sustainable Growth Advisers, LP 1.34% Reduce -80.8% 385,965 $136.9M
Voya Investment Management LLC 0.13% Add +23.0% 380,675 $135.0M
Tidal Investments LLC 0.32% Reduce -0.8% 368,074 $130.5M
Raymond James Financial Inc. 0.04% Add +28.5% 366,955 $130.1M
Ameriprise Financial Inc. 0.03% Reduce -31.8% 355,496 $127.7M
State Street Corp. 0.00% Add +28.6% 359,440 $127.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Reduce -3.0% 350,919 $124.4M
First Trust Advisors LP 0.07% Reduce -52.8% 349,627 $124.0M
American Century Companies Inc. 0.05% Add +80.5% 348,989 $123.7M
Pacific Heights Asset Management LLC 3.65% No change 325,000 $115.2M
LPL Financial LLC 0.02% Add +19.2% 310,127 $110.0M
Neuberger Berman Group LLC 0.07% Add +163.2% 303,311 $107.5M
Swedbank AB 0.09% Reduce -28.6% 300,800 $106.7M
Penserra Capital Management LLC 0.80% Reduce -23.0% 295,071 $104.6M
Defiance ETFs, LLC 1.45% Reduce -20.5% 308,010 $103.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% Add +142.8% 283,151 $100.4M
Legal & General Group Plc 0.02% Add +57.4% 281,969 $100.0M
Artisan Partners Limited Partnership 0.16% Reduce -58.2% 279,829 $99.2M
Mark Asset Management LP 9.89% Reduce -21.7% 275,310 $97.6M
Marex Group Ltd 0.70% Add +758.2% 266,382 $94.5M
1832 Asset Management L.P. 0.11% Reduce -16.9% 249,400 $88.4M
Tran Capital Management, L.P. 9.86% Reduce -11.5% 241,540 $85.6M
Bank of New York Mellon Corp 0.01% Add +238.1% 236,313 $83.8M
Primecap Management Co. 0.05% Reduce -0.1% 233,680 $82.9M
Nordea Investment Management AB 0.07% New 234,772 $82.7M
NZS Capital, LLC 2.11% Reduce -50.9% 229,378 $81.3M
Kayne Anderson Rudnick Investment Management LLC 0.24% Add +27.1% 220,321 $78.1M
Royal London Asset Management Ltd. 0.14% New 214,787 $76.2M
Jones Financial Companies LLLP 0.03% Add +217.0% 224,696 $75.1M
Dock Street Asset Management Inc. 6.91% Reduce -2.0% 210,605 $74.7M
Whittier Trust Co. 0.69% Add +270.5% 217,837 $70.2M
Sei Investments Co. 0.06% Reduce -56.7% 196,491 $69.7M
Munro Partners 1.56% New 193,733 $68.7M
Focus Partners Wealth 0.07% Reduce -16.4% 193,094 $68.5M
Susquehanna Fundamental Investments, LLC 1.25% Add +14.2% 188,153 $66.7M
National Bank of Canada 0.06% Add +199.9% 185,466 $65.8M
Victory Capital Management Inc. 0.04% Add +193.6% 177,220 $62.8M
Deutsche Bank AG 0.02% Add +226.6% 176,136 $62.5M
Silvant Capital Management LLC 1.78% Add +2.5% 172,817 $61.3M
Citadel Advisors 0.03% Reduce -41.9% 167,727 $59.5M
Rockefeller Capital Management L.P. 0.08% Add +99.6% 155,106 $55.0M
Tensor Edge Capital, LLC 3.83% Reduce -46.8% 154,141 $54.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -10.6% 153,355 $54.4M
AustralianSuper Pty Ltd 0.23% New 151,983 $53.9M
Oriental Harbor Investment Master Fund 3.24% New 150,573 $53.4M
Jupiter Topco LLC 0.02% — 146,297 $51.9M
Pacer Advisors, Inc. 0.13% Add +3.6% 144,383 $51.2M
Osaic Holdings, Inc. 0.06% Add +86.4% 138,926 $49.3M
CI Investments Inc. 0.16% New 137,295 $48.7M
Cibc World Market Inc. 0.08% Reduce -0.9% 130,813 $46.4M
Bessemer Group Inc. 0.06% Add +110651.8% 121,827 $43.2M
Natixis Advisors, LLC 0.05% New 121,769 $43.2M
GF Fund Management Co. LTD. 0.51% Add +323.0% 119,924 $42.5M
Nissay Asset Management Corp. /Japan 0.18% Add +93.8% 119,495 $42.4M
Geode Capital Management, LLC 0.00% Reduce -0.1% 118,891 $42.2M
Reynders McVeigh Capital Management, LLC 1.79% Reduce -0.1% 114,025 $40.4M
CIBC Asset Management Inc 0.09% Add +352.2% 111,380 $39.5M
Public Employees Retirement System of Ohio 0.11% Reduce -58.1% 107,962 $38.3M
Capital International Sarl 0.53% Add +114.3% 104,537 $37.1M
LBP Am SA 0.37% Reduce -35.3% 102,949 $36.5M
Liontrust Investment Partners LLP 0.53% Reduce -70.5% 102,359 $36.3M
Banque Transatlantique SA 0.77% Add +36.1% 169,154 $35.9M
TD Asset Management Inc 0.03% Reduce -8.7% 100,930 $35.8M
Robeco Institutional Asset Management B.V. 0.04% Reduce -82.4% 100,180 $35.5M
Bank of Montreal 0.01% Add +82.9% 97,748 $34.7M
Guggenheim Capital LLC 0.22% Add +108.6% 97,653 $34.6M
Prospera Financial Services Inc 0.50% Add +400.3% 97,603 $34.6M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +166.0% 97,416 $34.5M
Alliancebernstein L.P. 0.01% Add +3.9% 226,427 $34.3M
Eurizon Capital SGR S.p.A. 0.09% Reduce -41.8% 94,959 $33.6M
HighTower Advisors, LLC 0.03% Add +0.8% 94,388 $33.5M
Envestnet Asset Management Inc. 0.01% Add +29.0% 91,677 $32.5M
Rheos Capital Works Inc. 1.82% Reduce -52.5% 90,000 $31.9M
UNICOM Systems, Inc. 2.06% No change 89,000 $31.6M
NEOS Investment Management LLC 0.11% Add +21.6% 87,397 $31.0M
SBI Securities Co., Ltd. 0.70% Reduce -7.3% 87,222 $30.9M
Vident Advisory, LLC 0.23% Add +521.0% 85,324 $30.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.90% Add +86.3% 84,359 $29.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -7.3% 84,100 $29.8M
APG Asset Management N.V. 0.07% Add +39.8% 95,515 $29.6M
Jane Street Group, LLC 0.02% Reduce -73.5% 83,470 $29.6M
Fideuram Asset Management (Ireland) dac 0.55% New 103,002 $29.1M
Assetmark, Inc. 0.05% Add +0.2% 81,799 $29.0M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Add +597.5% 78,794 $28.0M
Whittier Trust Co. of Nevada Inc. 0.51% Add +278.5% 91,308 $27.4M
IMC-Chicago, LLC 0.25% New 76,670 $27.2M
Handelsbanken Fonder AB 0.08% Reduce -8.7% 74,374 $26.4M
Nomura Asset Management Co. Ltd. 0.05% Add +294.8% 71,206 $25.2M
Intrinsic Edge Capital Management LLC 3.03% Add +156.9% 69,266 $24.6M
Harel Insurance Investments & Financial Services Ltd. 0.11% Add +2227.9% 66,345 $23.5M
USS Investment Management Ltd 0.09% Add +112.0% 64,083 $22.7M
Capital International, Inc. 0.16% Add +151.4% 62,911 $22.3M
Ami Asset Management Corp. 1.28% New 62,867 $22.3M
Cambridge Investment Research Advisors, Inc. 0.05% Add +7.0% 61,401 $21.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -24.8% 61,386 $21.8M
Zevenbergen Capital Investments LLC 0.49% Add +6.8% 60,965 $21.6M
Spear Advisors LLC 7.29% New 59,860 $21.2M
Pictet Asset Management Holding SA 0.02% Add +1478.6% 58,644 $20.8M
Jump Financial, LLC 0.20% Add +221.0% 57,247 $20.3M
Stifel Financial Corp. 0.02% Reduce -16.8% 57,182 $20.3M
United Capital Management of KS, Inc. 2.65% Reduce -50.4% 56,993 $20.2M
Capital International Ltd. 0.65% Add +110.3% 56,366 $20.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Add +101.4% 55,794 $19.9M
CSM Advisors, LLC 0.42% Reduce -50.8% 54,946 $19.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +146.9% 53,664 $19.0M
Harvest Fund Management Co., Ltd 0.60% Add +21.7% 51,512 $18.3M
Brighton Jones LLC 0.33% New 49,716 $17.6M
iA Global Asset Management Inc. 0.21% Add +195.0% 49,470 $17.5M
Cetera Investment Advisers 0.02% Add +26.5% 49,339 $17.5M
SG Americas Securities, LLC 0.01% Reduce -95.0% 48,661 $17.3M
Krane Funds Advisors LLC 0.61% Add +176.4% 48,236 $17.1M
Nixon Peabody Trust Co. 1.20% Add +1.4% 47,757 $16.9M
Ardsley Advisory Partners LP 1.80% Add +161.1% 47,000 $16.6M
Man Group plc 0.03% Reduce -53.4% 46,410 $16.5M
Norges Bank 0.00% — 45,898 $16.3M
Stanley-Laman Group, Ltd. 1.65% Reduce -2.9% 45,843 $16.3M
Canada Pension Plan Investment Board 0.01% New 45,137 $16.0M
HSBC Holdings PLC 0.01% Add +79.7% 44,553 $15.9M
Daiwa Securities Group Inc. 0.04% Add +9.3% 44,643 $15.8M
Renaissance Capital LLC 8.72% Reduce -24.6% 44,595 $15.8M
Global X Japan Co., Ltd. 0.58% Add +469.3% 44,587 $15.8M
Slow Capital, Inc. 1.82% Reduce -3.9% 43,964 $15.6M
Shelton Capital Management 0.29% Add +179.0% 43,722 $15.5M
Midwest Trust Co 0.18% Add +47.8% 43,665 $15.5M
Creative Planning 0.01% Add +220.3% 43,634 $15.5M
&partners 0.06% Reduce -32.6% 43,611 $15.5M
Ratan Capital Management LP 4.98% New 43,515 $15.4M
Janney Montgomery Scott LLC 0.03% Reduce -16.3% 41,057 $14.6M
Diversify Advisory Services, LLC 0.23% Reduce -14.3% 52,208 $13.9M
Diversify Wealth Management, LLC 0.23% Reduce -23.1% 52,208 $13.9M
Berkshire Capital Holdings Inc. 2.98% Reduce -51.7% 38,840 $13.8M
Natixis 0.06% New 37,713 $13.4M
New York State Common Retirement Fund 0.02% Reduce -58.0% 37,367 $13.2M
Schaper Benz & Wise Investment Counsel Inc. 0.88% Reduce -0.9% 37,258 $13.2M
Advisory Services Network, LLC 0.15% Add +127.4% 36,382 $12.9M
Maytree Asset Management Ltd 8.38% New 36,364 $12.9M
Profund Advisors LLC 0.35% Add +130.3% 35,479 $12.6M
Oppenheimer & Co. Inc. 0.13% Reduce -16.8% 35,472 $12.6M
Broadleaf Partners, LLC 2.37% Add +2.1% 34,484 $12.2M
Commonwealth Equity Services, LLC 0.02% Add +41.3% 34,172 $12.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.28% Reduce -23.8% 35,342 $11.8M
Pinnacle Associates Ltd. 0.13% Reduce -15.3% 32,277 $11.4M
Generate Investment Management Ltd 0.47% New 31,878 $11.3M
Concurrent Investment Advisors, LLC 0.09% Add +239.3% 30,570 $10.8M
Waratah Capital Advisors Ltd. 0.82% New 30,070 $10.7M
Peregrine Investment Management Inc. 4.53% New 30,000 $10.6M
KADENSA CAPITAL Ltd 2.25% New 29,799 $10.6M
Voloridge Investment Management, LLC 0.04% New 29,773 $10.6M
Union Bancaire Privee, UBP SA 0.12% Add +925.0% 34,287 $10.5M
Westwood Wealth Management 2.97% Add +14.8% 28,860 $10.2M
Vestmark Advisory Solutions, Inc. 0.10% Add +58.9% 28,780 $10.2M
Chicago Capital, LLC 0.24% Add +0.9% 28,679 $10.2M
Lagoda Investment Management, L.P. 5.56% Add +9.3% 28,525 $10.1M
Jackson Square Capital, LLC 1.39% No change 28,218 $10.0M
Groupe la Francaise 0.12% Reduce -33.0% 28,120 $10.0M
Duquesne Family Office 0.23% Reduce -73.7% 28,090 $10.0M
Oppenheimer Asset Management Inc. 0.10% Add +143.0% 28,042 $9.9M
Exchange Traded Concepts, LLC 0.05% Reduce -28.8% 27,836 $9.9M
Mizuho Markets Cayman LP 0.37% Reduce -12.5% 27,684 $9.8M
Fred Alger Management, LLC 0.03% New 27,637 $9.8M
Modus Advisors, LLC 2.40% Reduce -15.4% 27,399 $9.7M
Louisiana State Employees Retirement System 0.14% Add +196.7% 27,300 $9.7M
Morgens Waterfall Vintiadis & Co. Inc. 7.30% Add +35.0% 27,000 $9.6M
Financial Gravity Companies, Inc. 1.48% — 25,683 $9.1M
Mariner, LLC 0.01% Reduce -22.7% 25,602 $9.1M
EFG International AG 0.16% Reduce -33.8% 25,054 $8.9M
Azimuth Capital Investment Management LLC 0.30% New 24,806 $8.8M
MML Investors Services, LLC 0.02% Add +300.3% 24,664 $8.7M
Marsico Capital Management LLC 0.23% Reduce -25.5% 24,460 $8.7M
Baader Bank Aktiengesellschaft 0.71% Add +1082.1% 24,363 $8.6M
Baker Chad R 1.39% No change 24,250 $8.6M
Independent Advisor Alliance 0.20% Add +787.1% 23,578 $8.4M
Gunderson Capital Management LLC 2.20% Reduce -48.9% 23,028 $8.2M
Meiji Yasuda Asset Management Co Ltd. 0.35% Add +37.8% 21,921 $7.8M
Vontobel Holding Ltd. 0.03% Reduce -6.1% 21,914 $7.8M
MUFG Securities EMEA plc 0.08% New 21,462 $7.6M
Equitable Holdings, Inc. 0.04% Add +2.9% 20,784 $7.4M
Defender Capital, LLC. 2.37% Reduce -79.2% 20,581 $7.3M
Longitude (Cayman) Ltd. 4.80% Reduce -62.7% 20,500 $7.3M
Blue Fin Capital, Inc. 1.04% Reduce -0.5% 20,369 $7.2M
180 Wealth Advisors, LLC 0.72% Reduce -1.3% 20,260 $7.2M
NewEdge Wealth, LLC 0.07% Add +105.0% 20,246 $7.2M
Nomura Holdings Inc. 0.03% Reduce -50.7% 20,211 $7.2M
VMS Asset Management Limited 2.27% New 20,200 $7.2M
Blair William & Co. 0.02% Add +24.9% 20,050 $7.1M
Oaktop Capital Management Ii, L.P. 0.30% No change 20,000 $7.1M
CacheTech Inc. 1.14% Reduce -29.2% 19,820 $7.0M
NFSG Corp 0.84% Reduce -16.2% 19,214 $6.8M
VestGen Advisors, LLC 0.20% Reduce -9.7% 19,141 $6.8M
Credit Agricole S A 0.02% Reduce -78.5% 19,121 $6.8M
Federation des caisses Desjardins du Quebec 0.02% Add +86.4% 19,014 $6.7M
Decker Retirement Planning Inc. 2.29% New 18,952 $6.7M
NewEdge Advisors, LLC 0.02% Add +13.8% 18,933 $6.7M
Camarda Financial Advisors, LLC 1.96% Reduce -7.2% 18,316 $6.5M
AIA Group Ltd 0.08% New 18,114 $6.4M
Mediolanum International Funds Ltd 0.05% New 18,632 $6.4M
Kestra Advisory Services, LLC 0.02% Add +6.5% 17,937 $6.4M
TD Waterhouse Canada Inc. 0.02% Add +0.6% 18,674 $6.3M
L & S Advisors Inc 0.64% New 17,588 $6.2M
Elevation Point Wealth Partners, LLC 0.11% Add +29.8% 17,454 $6.2M
Tower Research Capital LLC (TRC) 0.15% Add +737.3% 17,256 $6.1M
Haven Capital Group, Inc. 4.91% No change 17,246 $6.1M
Lido Advisors, LLC 0.02% Add +4.4% 16,454 $5.8M
Norinchukin Bank, The 0.06% Add +214.5% 16,031 $5.7M
Cerity Partners LLC 0.01% Add +7.1% 15,861 $5.6M
Integrated Wealth Concepts LLC 0.04% Add +25.7% 15,646 $5.5M
Midwest Professional Planners, LTD. 1.07% Add +2.7% 15,419 $5.5M
Ameritas Investment Partners, Inc. 0.15% Add +204.7% 15,377 $5.5M
Snowden Capital Advisors LLC 0.13% Reduce -8.6% 15,354 $5.4M
Robocap Asset Management Ltd 4.38% Reduce -46.4% 15,317 $5.4M
PNC Financial Services Group, Inc. 0.00% Add +76.9% 15,279 $5.4M
Adams Wealth Management 1.04% Reduce -36.1% 15,251 $5.4M
Farther Finance Advisors, LLC 0.04% Reduce -0.9% 15,107 $5.4M
Ogborne Capital Management, LLC 2.43% New 15,000 $5.3M
Independent Solutions Wealth Management, LLC 0.69% Reduce -1.1% 14,873 $5.3M
E Fund Management Co., Ltd. 0.12% Reduce -73.7% 14,858 $5.3M
Pinebridge Investments LLC 0.04% Reduce -10.6% 14,406 $5.1M
Atlatl Advisers LLC 1.20% New 14,276 $5.1M
Northern Trust Corp. 0.00% Add +41.2% 14,259 $5.1M
FORA Capital, LLC 0.34% New 14,142 $5.0M
Aft, Forsyth & Company, Inc. 2.41% Reduce -8.5% 14,108 $5.0M
Hoey Investments, Inc. 0.65% Add +111.8% 13,944 $4.9M
Corps Capital Advisors, LLC 3.95% No change 13,815 $4.9M
China Universal Asset Management Co., Ltd. 0.29% Add +248.3% 13,683 $4.9M
Elevation Advisory Partners LLC 4.91% Reduce -14.8% 17,782 $4.8M
Ascent Wealth Partners, LLC 0.48% Add +1.1% 13,357 $4.8M
Toronto Dominion Bank 0.01% Add +442.9% 13,399 $4.8M
Scotia Capital Inc. 0.02% Reduce -34.8% 13,393 $4.7M
Phoenix Financial Ltd. 0.03% New 10,000 $4.7M
Trek Financial, LLC 0.23% Add +267.8% 13,132 $4.7M
Baird Financial Group, Inc. 0.01% Add +3.6% 13,054 $4.6M
Entropy Technologies, LP 0.18% New 13,042 $4.6M
Balyasny Asset Management L.P. 0.01% Reduce -98.6% 12,973 $4.6M
Lazard Freres Gestion S.A.S. 0.08% Add +0.7% 12,430 $4.4M
Nuveen, LLC 0.00% Reduce -95.9% 12,336 $4.4M
Leonteq Securities AG 0.26% Add +31.0% 12,272 $4.4M
Avenir Tech Ltd 0.71% New 12,256 $4.3M
Capital Group Investment Management Pte. LTD. 0.65% Add +120.9% 12,102 $4.3M
MYDA Advisors LLC 1.04% New 12,000 $4.3M
PKO Investment Management Joint-Stock Co 0.31% Add +140.0% 12,000 $4.3M
Simplicity Wealth,LLC 0.14% Add +226.2% 11,880 $4.2M
NLB Skladi, upravljanje premozenja, d.o.o. 0.16% Add +8.7% 11,856 $4.2M
Dakota Wealth Management 0.08% New 11,728 $4.2M
Centaurus Financial, Inc. 0.16% Add +25.3% 11,627 $4.1M
GTS Securities LLC 0.09% Add +178.6% 11,501 $4.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1.35% Reduce -24.3% 11,467 $4.1M
Private Advisor Group, LLC 0.02% Add +35.5% 11,227 $4.0M
Factory Mutual Insurance Co. 0.04% New 11,100 $3.9M
Asset Management One Co., Ltd. 0.01% Add +29.5% 10,911 $3.9M
Rakuten Securities, Inc. 0.89% Add +1.3% 10,810 $3.8M
J. Safra Sarasin Holding AG 0.05% New 10,689 $3.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -65.8% 10,678 $3.8M
Vestor Capital, LLC 0.24% New 25,430 $3.8M
Capstone Investment Advisors, LLC 0.03% Add +125.0% 10,492 $3.7M
Quantum Private Wealth, LLC 0.95% Reduce -4.6% 10,475 $3.7M
Stratos Wealth Partners, LTD. 0.04% Add +3.4% 10,367 $3.7M
Paragon Capital Management Inc. 2.71% Reduce -3.5% 10,236 $3.6M
Pine Valley Investments Ltd Liability Co 0.15% Reduce -11.2% 10,066 $3.6M
FUKOKU MUTUAL LIFE INSURANCE Co 0.21% No change 10,000 $3.5M
Sona Asset Management (us) LLC 0.17% No change 10,000 $3.5M
Itau Unibanco Holding S.A. 0.07% Reduce -78.3% 10,000 $3.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -56.4% 9,984 $3.5M
Convergence Financial, LLC 0.28% Add +43.6% 9,894 $3.5M
QRG Capital Management, Inc. 0.03% Add +32.1% 9,591 $3.4M
Summit Financial, LLC 0.04% New 9,388 $3.3M
Haven Private, LLC 1.24% Reduce -5.1% 9,223 $3.3M
Dorsey & Whitney Trust CO LLC 0.16% Reduce -0.5% 9,167 $3.3M
Willner & Heller, LLC 2.00% Reduce -27.3% 9,021 $3.2M
COFG Advisors, LLC 0.55% Reduce -6.6% 8,962 $3.2M
Castle Rock Wealth Management, LLC 0.61% New 9,244 $3.1M
Flow Traders U.S. LLC 0.13% New 8,784 $3.1M
Steel Grove Capital Advisors, LLC 0.29% Add +1.2% 8,750 $3.1M
Thoroughbred Financial Services, LLC 0.15% Add +1.3% 8,743 $3.1M
Iyo Bank, Ltd. 0.93% No change 8,688 $3.1M
Meiji Yasuda Life Insurance Co 0.10% Add +12.9% 8,669 $3.1M
Zurich Insurance Group Ltd 0.02% New 8,655 $3.1M
Insigneo Advisory Services, LLC 0.11% New 8,622 $3.1M
Stephens Inc. 0.03% Add +19.5% 8,554 $3.0M
Smith Group Asset Management, LLC 0.12% No change 8,520 $3.0M
Walleye Capital LLC 0.02% Add +38.5% 8,509 $3.0M
Independent Financial Group, LLC 0.06% Reduce -22.6% 8,404 $3.0M
Empirical Asset Management, LLC 0.67% Reduce -7.9% 8,380 $3.0M
Tower View Wealth Management LLC 1.30% Reduce -53.0% 8,313 $2.9M
Maxi Investments CY Ltd 0.60% New 8,300 $2.9M
CFM Wealth Partners LLC 0.37% New 8,197 $2.9M
Russell Investments Group, Ltd. 0.00% Add +1.8% 7,859 $2.8M
Seeds Investor LLC 0.29% New 7,850 $2.8M
Envestnet Portfolio Solutions, Inc. 0.01% New 7,771 $2.8M
US Bancorp \de 0.00% Add +22.2% 7,712 $2.7M
Captrust Financial Advisors 0.00% Reduce -37.9% 7,667 $2.7M
Fiduciary Trust Co 0.03% Add +2.0% 7,648 $2.7M
Prime Capital Investment Advisors, LLC 0.03% Add +100.9% 7,591 $2.7M
Proem Advisors LLC 0.55% New 7,500 $2.7M
Harbour Capital Advisors, LLC 0.48% Reduce -0.2% 8,211 $2.7M
SBI Okasan Asset Management Co.Ltd. 0.09% Add +40.9% 7,611 $2.6M
D.A. Davidson & Co. 0.01% Reduce -45.4% 7,373 $2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -51.2% 7,364 $2.6M
Quantinno Capital Management LP 0.00% Add +75.8% 7,288 $2.6M
CIBC Bancorp USA Inc. 0.00% New 7,245 $2.6M
Mercer Global Advisors Inc. 0.00% Add +26.3% 7,205 $2.6M
Kestra Private Wealth Services, LLC 0.03% Add +29.1% 7,142 $2.5M
Verition Fund Management LLC 0.02% Reduce -69.0% 7,106 $2.5M
BI Asset Management Fondsmaeglerselskab A/S 0.02% New 7,052 $2.5M
ICICI Prudential Asset Management Co Ltd 0.27% Add +203.0% 7,011 $2.5M
Polymer Capital Management (HK) LTD 0.25% Reduce -54.6% 7,001 $2.5M
Hilton Head Capital Partners, LLC 1.25% Add +0.1% 6,989 $2.5M
Havemeyer Place LP 0.24% Reduce -89.3% 6,877 $2.4M
Wbi Investments, LLC 0.60% New 6,863 $2.4M
Barrier Capital Management, LLC 1.76% Reduce -54.8% 6,782 $2.4M
ING Groep NV 0.01% Add +64.0% 6,767 $2.4M
BOCHK Asset Management Ltd 0.37% Reduce -87.4% 6,700 $2.4M
Geneos Wealth Management Inc. 0.05% Add +2.3% 6,602 $2.3M
Indivisible Partners 0.13% New 6,597 $2.3M
Hantz Financial Services, Inc. 0.03% Add +83.0% 6,593 $2.3M
Acadian Asset Management LLC 0.00% Add +516.2% 6,593 $2.3M
Prasad Wealth Partners, LLC 0.56% Reduce -6.1% 6,573 $2.3M
Corient Private Wealth LP 0.00% Reduce -9.3% 6,497 $2.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -60.1% 6,443 $2.3M
Edmond DE Rothschild Holding S.A. 0.03% Add +0.4% 6,323 $2.2M
Covea Finance 0.07% Reduce -79.0% 6,283 $2.2M
WealthPlan Investment Management, LLC 0.11% Add +2.8% 6,134 $2.2M
SEB Asset Management AB 0.01% New 6,118 $2.2M
Ensign Peak Advisors, Inc 0.00% New 6,103 $2.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -13.1% 6,085 $2.2M
Metatron Capital SICAV plc - Metatron Long Term Equity Fund 1.04% — 7,418 $2.1M
Artemis Wealth Advisors, LLC 0.25% New 6,000 $2.1M
Maridea Wealth Management LLC 0.23% New 5,958 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +62.6% 6,498 $2.1M
Empowered Funds, LLC 0.01% Reduce -2.2% 5,870 $2.1M
Truist Financial Corp. 0.00% Add +266.9% 5,841 $2.1M
Kovack Advisors, Inc. 0.10% Add +6.0% 6,045 $2.1M
Wealthfront Advisers LLC 0.00% Add +122.2% 5,782 $2.1M
Lazard Asset Management LLC 0.00% Reduce -15.1% 5,776 $2.0M
Perigon Wealth Management, LLC 0.03% Add +0.4% 5,766 $2.0M
D. E. Shaw & Co. 0.00% Reduce -98.1% 5,764 $2.0M
Fortem Financial Group, LLC 0.42% Reduce -26.8% 5,743 $2.0M
Cresset Asset Management, LLC 0.01% Add +22.7% 5,518 $2.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -17.3% 5,466 $1.9M
Crossmark Global Holdings, Inc. 0.03% Add +31.0% 5,430 $1.9M
B. Riley Wealth Advisors, Inc. 0.10% Add +8.1% 5,535 $1.9M
IKE Capital, LLC 0.99% Add +88.7% 5,331 $1.9M
Q3 Asset Management 0.34% New 5,244 $1.9M
ROI Financial Advisors, LLC 0.95% Add +6.2% 5,185 $1.8M
Twin Tree Management, LP 0.28% Reduce -78.5% 5,096 $1.8M
Americana Partners, LLC 0.04% Reduce -5.5% 5,072 $1.8M
B & T Capital Management DBA Alpha Capital Management 0.23% Reduce -35.9% 5,048 $1.8M
Hennion & Walsh Asset Management, Inc. 0.05% Add +21.9% 4,979 $1.8M
Bridgewater Associates 0.01% Reduce -99.2% 4,924 $1.7M
Stevens Capital Management LP 0.42% New 4,918 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -14.1% 4,815 $1.7M
Kingsview Wealth Management, LLC 0.02% Add +181.4% 4,809 $1.7M
SCS Capital Management LLC 0.02% Reduce -45.5% 4,788 $1.7M
TrueMark Investments, LLC 0.21% Reduce -37.0% 4,783 $1.7M
Park Capital Management, LLC / WI 1.00% New 4,779 $1.7M
Great Valley Advisor Group, Inc. 0.03% Add +175.5% 4,752 $1.7M
Focus Financial Network, Inc. 0.05% No change 4,646 $1.6M
Schwarz Dygos Wheeler Investment Advisors LLC 0.31% Reduce -8.4% 4,644 $1.6M
Argonautica Private Wealth Management, Inc. 0.40% Add +9.3% 4,620 $1.6M
Vega Investment Solutions 0.23% Reduce -58.8% 4,612 $1.6M
Huntleigh Advisors, Inc. 0.23% No change 4,570 $1.6M
Alerus Financial NA 0.07% Reduce -44.7% 4,563 $1.6M
Arkadios Wealth Advisors 0.02% Reduce -0.6% 4,556 $1.6M
Atria Investments, Inc 0.02% Add +202.9% 4,535 $1.6M
Lake Street Private Wealth, LLC 0.18% Reduce -16.3% 4,531 $1.6M
Partners Group Holding AG 0.11% Reduce -70.5% 4,400 $1.6M
Golden State Wealth Management, LLC 0.14% Reduce -8.9% 4,382 $1.6M
PFG Investments, LLC 0.06% Reduce -62.2% 4,378 $1.6M
Meridian Wealth Management, LLC 0.05% Add +30.5% 4,295 $1.5M
IHT Wealth Management, LLC 0.03% Add +2.3% 4,291 $1.5M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -1.2% 4,237 $1.5M
Fortis Capital Advisors, LLC 0.17% Reduce -20.1% 4,233 $1.5M
Belpointe Asset Management LLC 0.05% Reduce -20.1% 4,233 $1.5M
Bank of Marin 1.04% Reduce -27.2% 4,205 $1.5M
Joule Financial, LLC 0.40% New 4,195 $1.5M
Townsquare Capital LLC 0.27% New 4,172 $1.5M
Fund Advisors of America Inc 1.34% Reduce -16.6% 4,155 $1.5M
KCM Investment Advisors LLC 0.04% Reduce -2.4% 4,145 $1.5M
HUB Investment Partners, LLC 0.03% Add +93.0% 4,141 $1.5M
Lotus Technology Management, LP 1.79% Add +169.4% 4,114 $1.5M
Oak Grove Capital LLC 0.11% Reduce -28.1% 4,100 $1.5M
Cornerstone Wealth Management, LLC 0.06% Reduce -0.8% 4,088 $1.4M
EP Wealth Advisors, LLC 0.01% Add +127.3% 4,055 $1.4M
Harbour Investments, Inc. 0.02% Add +84.9% 4,026 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -56.6% 4,000 $1.4M
Gilbert & Cook, Inc. 0.16% Reduce -17.4% 3,989 $1.4M
Intesa Sanpaolo S.p.A. 0.05% Add +231.4% 3,977 $1.4M
Advisors Asset Management, Inc. 0.02% Add +12.6% 3,974 $1.4M
Callan Family Office, LLC 0.03% Add +93.5% 3,959 $1.4M
Henry James International Management Inc. 0.42% Add +58.3% 3,958 $1.4M
BankChampaign, National Association 1.08% Add +17.1% 3,951 $1.4M
IFP Advisors, Inc 0.03% Add +16.7% 3,940 $1.4M
Darden Wealth Group Inc 0.55% New 3,916 $1.4M
United Advisor Group, LLC 0.15% Reduce -6.7% 3,865 $1.4M
BW Gestao de Investimentos Ltda. 0.03% Reduce -74.3% 3,850 $1.4M
Dymon Asia Capital (singapore) Pte. LTD. 0.22% New 3,832 $1.4M
BlueCrest Capital Management Ltd 0.07% New 3,832 $1.4M
Mackenzie Financial Corp. 0.00% Reduce -68.7% 3,826 $1.4M
Maverick Capital 0.01% New 3,813 $1.4M
Strategic Blueprint, LLC 0.07% Reduce -15.9% 3,782 $1.3M
Mutual Advisors, LLC 0.03% Add +139.4% 3,754 $1.3M
Xcel Wealth Management, LLC 0.32% New 3,740 $1.3M
Silicon Valley Capital Partners 0.11% Add +245.7% 3,730 $1.3M
Compound Planning, Inc. 0.03% Add +41.1% 3,663 $1.3M
International Assets Investment Management, LLC 0.08% Add +7.3% 3,832 $1.3M
Kirtland Hills Capital Management, LLC 0.37% Add +21.2% 3,647 $1.3M
Tufton Capital Management 0.22% Reduce -9.9% 3,649 $1.3M
HighPoint Advisor Group LLC 0.05% Reduce -0.7% 3,640 $1.3M
Integrity Alliance, Llc. 0.04% Reduce -25.6% 3,612 $1.3M
AE Wealth Management LLC 0.01% Reduce -3.9% 3,599 $1.3M
XTX Topco Ltd 0.02% Reduce -95.9% 3,566 $1.3M
Gladstone Institutional Advisory LLC 0.04% Reduce -1.5% 3,518 $1.2M
NCP Inc. 1.73% New 3,500 $1.2M
Monetta Financial Services Inc. 0.84% New 3,500 $1.2M
111 Capital 0.21% New 3,464 $1.2M
Cherry Creek Investment Advisors, Inc. 0.47% Add +0.8% 3,403 $1.2M
TFB Advisors LLC 0.53% Reduce -10.0% 3,387 $1.2M
Sage Capital Management, LLC 0.47% Add +51.6% 3,382 $1.2M
Intellectus Partners, LLC 0.20% Reduce -8.6% 3,319 $1.2M
Parallel Advisors, LLC 0.02% Add +4.1% 3,272 $1.2M
Park Avenue Securities LLC 0.01% Add +20.6% 3,265 $1.2M
Fairvoy Private Wealth, LLC 0.23% New 3,203 $1.1M
Morse Asset Management, Inc 0.19% Add +2450.0% 3,162 $1.1M
Manufacturers Life Insurance Company, The 0.00% New 3,159 $1.1M
Ausdal Financial Partners, Inc. 0.04% New 3,144 $1.1M
Arax Advisory Partners 0.01% Add +1335.7% 3,101 $1.1M
Costello Asset Management, INC 0.33% Reduce -5.9% 3,064 $1.1M
Waverly Advisors, LLC 0.01% Add +29.5% 3,054 $1.1M
Atalanta Sosnoff Capital, LLC 0.02% Add +1.7% 3,030 $1.1M
Highland Capital Management, LLC 0.05% New 3,000 $1.1M
Balboa Wealth Partners 0.14% Add +1.2% 2,960 $1.0M
Millennium Management 0.00% Reduce -98.9% 2,949 $1.0M
Mgo One Seven LLC 0.02% New 2,940 $1.0M
J.W. Cole Advisors, Inc. 0.02% Reduce -60.0% 2,938 $1.0M
Parisi Gray Wealth Management 0.21% Add +19.8% 2,887 $1.0M
Covenant Asset Management, LLC 0.18% Add +0.5% 2,814 $998K
TRUE Private Wealth Advisors 0.09% New 2,808 $996K
Connective Portfolio Management, LLC 1.65% New 2,800 $993K
Guardian Partners Inc. 0.09% New 2,800 $993K
Ardmore Road Asset Management LP 0.06% New 2,800 $993K
Savant Capital, LLC 0.00% Reduce -33.3% 2,790 $984K
HighVista Strategies LLC 0.22% New 2,700 $957K
MAI Capital Management 0.00% Add +134.1% 2,690 $954K
Dnca Finance 0.05% New 2,685 $952K
Ashton Thomas Securities, LLC 0.14% New 2,473 $948K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +51.3% 2,656 $942K
Prelude Capital Management, LLC 0.07% Reduce -61.4% 2,641 $936K
Accel Wealth Management 0.21% Add +1.0% 2,606 $924K
Sigma Planning Corp 0.02% Add +13.0% 2,601 $922K
Williams Jones Wealth Management, LLC. 0.01% New 2,600 $922K
O'shaughnessy Asset Management, LLC 0.00% Add +19.2% 2,572 $912K
Brown Advisory Inc. 0.00% New 2,547 $903K
Veracity Capital LLC 0.24% Add +25.1% 2,544 $902K
Global Retirement Partners, LLC 0.01% — 2,531 $897K
Caprock Group, LLC 0.02% New 2,528 $896K
Ieq Capital, LLC 0.00% New 2,527 $896K
HHM Wealth Advisors, LLC 0.09% Add +0.8% 2,510 $890K
Essex Financial Services, Inc. 0.04% Reduce -11.8% 2,508 $889K
FNY Investment Advisers, LLC 0.32% Reduce -12.4% 2,500 $886K
Portfolio Design Labs, LLC 0.14% Reduce -1.7% 2,492 $884K
Apollon Wealth Management, LLC 0.01% Add +74.9% 2,487 $882K
George Kaiser Family Foundation 0.08% New 2,462 $873K
Prescott Group Capital Management, L.L.C. 0.08% New 2,462 $873K
Simplex Trading, LLC 0.02% Reduce -92.3% 2,428 $861K
KERR FINANCIAL PLANNING Corp 0.96% No change 2,425 $860K
Wisconsin Capital Management LLC 0.41% New 2,412 $855K
Mission Wealth Management, LP 0.01% New 2,400 $851K
Sagespring Wealth Partners, LLC 0.01% Add +8.1% 2,382 $845K
Moors & Cabot, Inc. 0.03% Add +0.8% 2,361 $837K
Summit Trail Advisors, LLC 0.01% Add +18.0% 2,360 $837K
Crown Wealth Group, LLC 0.21% Reduce -9.9% 2,345 $831K
BIT Capital GmbH 0.03% New 2,305 $817K
Larson Financial Group LLC 0.02% Reduce -5.7% 2,298 $815K
E Fund Management (Hong Kong) Co., Ltd. 0.27% Reduce -47.2% 2,279 $808K
Allworth Financial LP 0.00% Add +3.0% 2,269 $804K
Northstar Group, Inc. 0.11% Reduce -16.0% 2,265 $803K
CreativeOne Wealth, LLC 0.02% Add +26.1% 2,258 $801K
Lord, Abbett & Co. LLC 0.00% New 2,190 $777K
CMT Capital Markets Trading GmbH 0.41% Reduce -65.9% 2,188 $776K
Game Plan Financial Advisors, LLC 0.31% Reduce -10.8% 2,153 $763K
CNB Bank 0.29% Add +464.9% 2,124 $753K
Caxton Associates LLP 0.01% New 2,122 $752K
Global Trust Asset Management, LLC 0.24% New 2,120 $752K
Creative Financial Designs Inc. 0.04% Add +96.8% 2,119 $751K
CenterBook Partners LP 0.04% Reduce -83.3% 2,117 $751K
Ascent Group, LLC 0.02% Add +15.7% 2,103 $746K
Gladstone Capital Management LLP 0.07% Add +110.0% 2,100 $745K
Hudock, Inc. 0.09% No change 2,081 $738K
Blue Line Capital, LLC / IL 0.63% New 2,048 $726K
Jennison Associates LLC 0.00% Reduce -8.3% 2,046 $725K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -33.6% 2,031 $720K
Keybank National Association 0.00% Add +1.6% 2,031 $720K
Merit Financial Group, LLC 0.00% Add +41.0% 2,028 $719K
Prosperity Consulting Group, LLC 0.03% New 2,021 $717K
Cidel Asset Management Inc. 0.03% No change 2,019 $716K
Heritage Oak Wealth Advisors LLC 0.21% New 2,019 $716K
Advyzon Investment Management, LLC 0.05% New 2,007 $712K
Zullo Investment Group, Inc. 0.24% Add +1.3% 2,004 $711K
Heritage Trust Co 0.06% Reduce -2.1% 2,002 $710K
Wilmar Advisors LLC 0.51% Reduce -33.3% 2,000 $709K
Cladis Investment Advisory, LLC 0.33% No change 2,000 $709K
CoreCap Advisors, LLC 0.02% Add +167.8% 1,984 $703K
Addison Capital Co 0.11% No change 1,977 $701K
Purus Wealth Management, LLC 0.19% Add +2.9% 1,966 $697K
DSM Capital Partners LLC 0.01% Reduce -28.9% 1,940 $688K
Thompson David Blair 0.34% New 1,934 $686K
Markin Volterra Fund LP 2.32% Add +32.5% 1,927 $683K
Perennial Investment Advisors, LLC 0.05% New 1,924 $682K
Kingswood Wealth Advisors, LLC 0.03% New 1,902 $674K
Principal Securities, Inc. 0.01% New 1,878 $666K
EverSource Wealth Advisors, LLC 0.02% Reduce -6.2% 1,871 $663K
AlphaCore Capital LLC 0.01% No change 1,853 $657K
Wedbush Securities Inc. 0.02% Reduce -20.5% 1,835 $651K
NorthRock Partners, LLC 0.01% New 1,829 $649K
TBH Global Asset Management, LLC 0.12% New 1,810 $642K
William John Sempolinski 0.26% No change 1,802 $639K
Westover Capital Advisors, LLC 0.11% No change 1,800 $638K
Mirador Capital Partners LP 0.08% Reduce -34.9% 1,795 $636K
Pathstone Holdings, LLC 0.00% Reduce -10.6% 1,789 $634K
Schnieders Capital Management, Llc. 0.08% New 1,779 $631K
Level Four Advisory Services, LLC 0.02% New 1,752 $621K
AdvisorNet Financial, Inc 0.03% Add +3.9% 1,747 $619K
Dimension Capital Management LLC 0.07% No change 1,743 $618K
Commerce Bank 0.00% Add +1.2% 1,723 $611K
Raiffeisen Bank International AG 0.01% New 1,775 $610K
Axxcess Wealth Management, LLC 0.01% New 1,716 $608K
Goldenstone Wealth Management LLC 0.40% Add +2.3% 1,712 $607K
bLong Financial, LLC 0.39% No change 1,710 $606K
Asset Dedication, LLC 0.04% Add +0.6% 1,710 $606K
Signal Advisors Wealth, LLC 0.03% Reduce -21.2% 1,699 $602K
Pembroke Management, LTD 0.08% New 1,696 $601K
Strong Retirement Solutions LLC 0.36% Reduce -22.2% 1,677 $595K
Leigh Baldwin & Co., LLC 0.32% Add +2.1% 1,670 $592K
360 Financial, Inc. 0.15% No change 1,669 $592K
Coldstream Capital Management Inc. 0.01% Reduce -29.6% 1,644 $583K
Baker Avenue Asset Management, LP 0.01% Add +1.7% 1,624 $576K
Optiver Holding B.V. 0.01% Reduce -95.2% 1,607 $570K
Keebeck Wealth Management 0.06% Add +20.0% 1,606 $569K
Moneta Group Investment Advisors LLC 0.00% New 1,604 $569K
Formula Growth Ltd. 0.20% New 1,600 $567K
ArchPoint Investors 0.12% No change 1,600 $567K
Kaizen Financial Strategies 0.22% Reduce -38.9% 1,680 $567K
Schmidt P J Investment Management Inc. 0.09% No change 1,587 $563K
Bluespring Wealth Management, LLC 0.01% New 1,560 $553K
Blue Trust, Inc. 0.01% Reduce -52.3% 1,555 $551K
SmartHarvest Portfolios, LLC 0.18% Add +9.3% 1,551 $550K
Xcelsior Advisor Partners LLC 0.07% New 1,544 $547K
Diversified Trust Co. 0.01% Add +0.8% 1,540 $546K
Cane Capital Partners, LLC 0.22% New 1,538 $545K
Symmetry Investments LP 0.06% New 1,537 $545K
Wealthspire Advisors, LLC 0.00% New 1,537 $545K
Mystic Asset Management, Inc. 0.12% Reduce -18.6% 1,535 $544K
Schonfeld Strategic Advisors LLC 0.00% Reduce -99.6% 1,515 $537K
Family Manage LLC 0.06% New 1,507 $534K
Agf Management Ltd. 0.00% New 1,502 $533K
Clal Insurance Enterprises Holdings Ltd 0.00% New 1,500 $532K
Coquina Private Wealth LLC 0.36% No change 1,500 $532K
Spirit of America Management Corp. 0.10% Add +15.4% 1,500 $532K
Himension Capital (singapore) Pte. LTD. 0.03% New 1,500 $532K
Brookstone Capital Management 0.01% Add +4.3% 1,497 $531K
Integrated Advisors Network LLC 0.02% Reduce -23.3% 1,497 $531K
Fox Run Management, L.L.C. 0.09% Reduce -60.0% 1,467 $520K
Ahara Advisors LLC 0.35% Reduce -2.3% 1,466 $520K
KRS Capital Management, LLC 0.24% New 1,447 $513K
Driehaus Capital Management LLC 0.00% New 1,433 $508K
Crescent Sterling, Ltd. 0.45% Reduce -1.7% 1,423 $505K
Laurel Oak Wealth Management, LLC 0.07% No change 1,421 $504K
RDA Financial Network 0.11% Add +1.2% 1,399 $496K
SIH Partners, LLLP 0.02% Reduce -36.4% 1,399 $496K
Foundations Investment Advisors, LLC 0.01% Reduce -6.4% 1,384 $491K
Aventura Private Wealth, LLC 0.15% Add +4.9% 1,364 $484K
J. Goldman & Co LP 0.02% New 1,350 $479K
NorthCoast Asset Management LLC 0.01% New 1,349 $478K
Eventide Asset Management, LLC 0.01% New 1,345 $476K
Strategic Investment Solutions, Inc. 0.11% Add +113.4% 1,338 $474K
Western Wealth Management, LLC 0.02% New 1,334 $473K
FIL Ltd 0.00% Reduce -64.3% 1,326 $470K
Ritholtz Wealth Management 0.01% New 1,316 $466K
Total Clarity Wealth Management, Inc. 0.09% New 1,315 $466K
Chiron Capital Management, LLC 0.41% New 1,300 $461K
ZEGA Investments, LLC 0.08% Reduce -14.5% 1,300 $461K
Cary Street Partners Financial LLC 0.01% Reduce -2.8% 1,298 $460K
SOA Wealth Advisors, LLC. 0.08% Add +155.6% 1,291 $458K
Claro Advisors Inc. 0.05% New 1,289 $457K
Berkeley Capital Partners, LLC 0.09% New 1,283 $455K
Altfest L J & Co. Inc. 0.04% New 1,283 $455K
Wesbanco Bank Inc. 0.01% Reduce -39.4% 1,281 $454K
Cache Advisors, LLC 0.04% New 1,280 $454K
Freestone Grove Partners LP 0.00% New 1,271 $451K
Retirement Planning Co of New England, Inc. 0.16% New 1,265 $449K
Sowell Financial Services LLC 0.01% New 1,262 $448K
LCM Capital Management Inc 0.19% New 1,252 $444K
Franchise GP Ltd 0.21% New 1,250 $443K
Atlantic Edge Private Wealth Management, LLC 0.09% No change 1,250 $443K
Choreo, LLC 0.00% New 1,253 $443K
Capital Asset Advisory Services LLC 0.02% New 1,246 $442K
Worthington Financial Partners, LLC 0.36% New 1,238 $439K
HB Wealth Management, LLC 0.00% Reduce -13.1% 1,236 $438K
Savvy Advisors, Inc. 0.01% New 1,229 $436K
Hilltop Holdings Inc. 0.04% New 1,220 $433K
Connecticut Capital Management Group, LLC 0.35% New 1,219 $432K
Cordoba Advisory Partners LLC 0.09% Reduce -27.9% 1,212 $430K
Traynor Capital Management, Inc. 0.02% New 1,207 $428K
Left Brain Wealth Management, LLC 0.13% New 1,205 $427K
Albion Financial Group 0.02% New 1,200 $425K
Avalon Capital Management 0.10% New 1,198 $425K
Fifth Third Wealth Advisors LLC 0.01% New 1,193 $423K
Norden Group LLC 0.03% New 1,185 $420K
Avidian Wealth Enterprises, LLC 0.01% New 1,185 $420K
GC Wealth Management RIA, LLC 0.02% New 1,183 $419K
Clearstead Advisors, LLC 0.00% Add +34.5% 1,178 $418K
Fearless Solutions, LLC dba Best Invest 0.22% Reduce -61.4% 1,164 $413K
Wellington Shields Capital Management, LLC 0.05% Reduce -23.1% 1,164 $413K
Purpose Unlimited Inc. 0.02% Reduce -14.9% 1,138 $404K
OneDigital Investment Advisors LLC 0.00% New 1,119 $397K
RAM Investment Partners, LLC 0.06% New 1,117 $396K
Caitlin John, LLC 0.22% Add +11000.0% 1,110 $394K
Texas Yale Capital Corp. 0.01% New 1,070 $379K
Berger Financial Group, Inc 0.02% New 1,060 $376K
Redhawk Wealth Advisors, Inc. 0.04% New 1,058 $375K
Rossmore Private Capital 0.03% New 1,055 $374K
United Capital Financial Advisors, LLC 0.00% New 1,052 $373K
DAVENPORT & Co LLC 0.00% New 1,051 $373K
Drive Wealth Management, LLC 0.07% New 1,048 $371K
LaSalle St. Investment Advisors, LLC 0.04% New 1,038 $368K
Rockline Wealth Management, LLC 0.07% New 1,037 $368K
YANKCOM Partnership 0.13% New 1,031 $366K
Innovative Asset Advisors Group, LLC 0.16% Add +58.1% 1,028 $364K
Mandatum Life Insurance Co Ltd 0.07% Reduce -94.6% 1,028 $364K
Collaborative Fund Advisors, LLC 0.21% New 1,025 $363K
Signature Equity Partners, LLC 0.17% Reduce -1.9% 1,014 $360K
Mindset Wealth Management, LLC 0.07% New 1,012 $359K
Ancora Advisors LLC 0.01% Add +39.0% 1,009 $358K
Grandview Asset Management LLC 0.09% New 1,008 $357K
Obermeyer Wealth Partners 0.01% New 1,003 $356K
Central Valley Advisors, LLC 0.09% New 1,000 $355K
Rialto Wealth Management, LLC 0.07% No change 1,000 $355K
Capital Investment Counsel, Inc 0.04% New 1,000 $355K
Griffin Asset Management, Inc. 0.04% New 1,000 $355K
Amplius Wealth Advisors, LLC 0.03% New 1,000 $355K
Venturi Wealth Management, LLC 0.01% New 1,000 $355K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -57.3% 1,000 $355K
Beck Mack & Oliver LLC 0.01% New 1,000 $355K
Financial Life Planners 0.23% No change 991 $351K
Resonant Capital Advisors, LLC 0.02% New 988 $350K
Almanack Investment Partners, LLC. 0.04% New 975 $346K
Frec Markets, Inc. 0.03% New 955 $339K
Jefferies Financial Group Inc. 0.00% New 950 $337K
Fisher Asset Management 0.00% New 946 $336K
Portside Wealth Group, LLC 0.04% New 945 $335K
Wolff Wiese Magana LLC 0.15% Add +228.2% 932 $330K
Mizuho Markets Americas LLC 0.01% Reduce -67.5% 930 $330K
Mane Global Capital Management LP 0.03% New 929 $329K
Earned Wealth Advisors, LLC 0.02% New 929 $329K
Brown, Lisle/Cummings, Inc. 0.07% Add +0.6% 921 $327K
LMR Partners LLP 0.00% Reduce -69.3% 921 $327K
Wealthcare Advisory Partners LLC 0.01% New 919 $326K
GoalFusion Wealth Management, LLC 0.13% New 905 $321K
TABR Capital Management, LLC 0.27% New 900 $319K
QTR Family Wealth, LLC 0.11% New 897 $318K
PW Nova Financial Services LLC 0.07% New 895 $317K
Murphy & Mullick Capital Management Corp 0.20% Add +1.7% 891 $316K
Wealth Architects, LLC 0.02% New 877 $311K
Valley National Advisers Inc. 0.03% No change 870 $308K
Capstone Financial Advisors, Inc. 0.01% New 870 $308K
Gotham Asset Management 0.00% New 868 $308K
Midwest Financial Group LLC 0.11% New 863 $306K
FreeGulliver LLC 0.11% New 855 $303K
Strategic Investment Advisors / MI 0.02% Reduce -1.4% 853 $302K
Forefront Wealth Partners, LLC 0.09% Reduce -39.7% 846 $300K
Spire Wealth Management 0.01% Reduce -29.6% 845 $300K
SteelPeak Wealth, LLC 0.01% Reduce -60.3% 839 $297K
SHP Wealth Management 0.02% Add +35.1% 839 $297K
Gsa Capital Partners LLP 0.02% New 837 $297K
Vertrix Wealth Management, LLC 0.10% New 823 $292K
STG Securities, LLC 0.31% — 815 $289K
Royal Fund Management, LLC 0.02% Reduce -97.9% 809 $287K
Jeppson Wealth Management, LLC 0.08% New 806 $286K
Verus Capital Partners, LLC 0.02% New 805 $285K
Aspen Investment Management Inc 0.08% New 805 $285K
Carson Advisory Inc. 0.13% New 800 $284K
Chicago Partners Investment Group LLC 0.01% Reduce -45.5% 999 $283K
Victrix Investment Advisors 0.12% New 796 $282K
Acorn Wealth Advisors, LLC 0.07% New 790 $280K
Benjamin Edwards Inc. 0.00% New 781 $277K
Atlantic Union Bankshares Corp 0.00% Add +11.5% 775 $275K
Leavell Investment Management, Inc. 0.01% New 775 $275K
First Bank & Trust 0.04% New 773 $274K
Victory Financial Group, LLC 0.03% New 772 $274K
Smith Shellnut Wilson LLC 0.10% New 771 $273K
Nwam LLC 0.01% Reduce -54.9% 767 $272K
MCF Advisors LLC 0.01% Add +11.7% 764 $271K
Visionary Wealth Advisors 0.01% New 762 $270K
GeoWealth Management, LLC 0.01% New 754 $267K
Fischer Financial Services, Inc. 0.07% New 751 $266K
Westside Investment Management, Inc. 0.03% No change 750 $266K
Dynamic Advisor Solutions LLC 0.01% New 740 $262K
Greenwich Wealth Management LLC 0.01% New 735 $261K
Stronghold Wealth Management L.L.C. 0.35% New 736 $261K
Courier Capital LLC 0.01% New 730 $259K
Apollon Financial, LLC 0.03% New 718 $255K
SeaCrest Wealth Management, LLC 0.03% New 713 $253K
Stiles Financial Services Inc 0.06% New 710 $252K
New Hampshire Trust 0.05% New 707 $251K
CVFG LLC 0.03% New 707 $251K
Comprehensive Financial Planning, Inc. 0.13% Add +0.1% 701 $249K
Jacobs Equity LLC 0.17% New 700 $248K
Evansbrook LLC 0.15% New 700 $248K
Bfsg, LLC 0.02% No change 700 $248K
Roberts Wealth Advisors, LLC 0.06% New 699 $248K
Andrews Advisory Associates, LLC 0.12% New 690 $245K
Accredited Investors Inc. 0.01% New 679 $241K
Aviva PLC 0.00% New 675 $239K
Avant Capital LLC 0.15% New 674 $239K
Peapack Gladstone Financial Corp. 0.00% New 672 $238K
Per Stirling Capital Management, LLC. 0.02% New 670 $238K
RFG Advisory, LLC 0.00% Reduce -89.2% 666 $236K
Inscription Capital, LLC 0.02% New 665 $236K
Core Wealth Partners LLC 0.10% New 664 $235K
TLWM 0.04% New 661 $234K
HBK Sorce Advisory LLC 0.00% New 852 $234K
Silverlake Wealth Management LLC 0.04% New 656 $233K
Northstar Financial Companies, Inc. 0.16% New 654 $232K
Knollwood Investment Advisory, LLC 0.02% New 654 $232K
Astoria Portfolio Advisors LLC. 0.04% New 651 $231K
Bogart Wealth, LLC 0.01% Reduce -1.2% 650 $230K
Rhumbline Advisers 0.00% Add +15.4% 650 $230K
Patron Partners, LLC 0.09% New 645 $229K
Patriot Financial Group Insurance Agency, LLC 0.02% Reduce -81.0% 637 $226K
Northeast Investment Management 0.01% New 637 $226K
TrinityBridge Ltd 0.01% Add +477.3% 635 $225K
Encompass More Asset Management 0.03% New 634 $225K
Mascagni Wealth Management, Inc. 0.14% New 632 $224K
Northwest Financial Advisors 0.03% New 615 $218K
17 Capital Partners, LLC 0.10% New 610 $216K
Main Street Financial Solutions, LLC 0.01% New 606 $215K
Balefire, LLC 0.04% New 605 $215K
Family Legacy Financial Solutions, LLC 0.13% New 600 $213K
Alliance Wealth Advisors, LLC 0.09% New 600 $213K
Woodline Partners LP 0.00% Reduce -55.5% 597 $212K
GenTrust, LLC 0.01% New 596 $211K
Vista Investment Partners Ii, LLC 0.08% New 594 $211K
Signaturefd, LLC 0.00% Add +1880.0% 594 $211K
Daymark Wealth Partners, LLC 0.01% Reduce -62.4% 585 $207K
DWR Wealth Management, LLC 0.15% New 601 $206K
First International Bank of Israel Ltd. 0.06% New 580 $206K
Eastern Bank 0.00% New 572 $203K
IPG Investment Advisors LLC 0.03% Reduce -59.7% 570 $202K
IMA Advisory Services, Inc. 0.01% Add +11060.0% 558 $198K
Smartleaf Asset Management LLC 0.01% No change 521 $179K
Garden State Investment Advisory Services LLC 0.03% New 490 $174K
Wilmington Savings Fund Society, FSB 0.00% New 470 $167K
Plante Moran Financial Advisors, LLC 0.01% No change 458 $162K
GAMMA Investing LLC 0.01% Add +18.7% 406 $144K
Fourth Dimension Wealth, LLC 0.04% Reduce -42.9% 400 $142K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 375 $133K
Armstrong Advisory Group, Inc. 0.01% Add +10.0% 373 $132K
Bayforest Capital Ltd 0.12% Add +369.2% 366 $130K
Forum Finance Group S.A. 0.04% No change 430 $123K
Transamerica Financial Advisors, LLC 0.01% Add +1452.4% 326 $116K
Lanark Financial, Inc. 0.01% No change 320 $113K
TFC Financial Management, Inc. 0.01% No change 316 $112K
Sterling Capital Management LLC 0.00% Reduce -18.4% 306 $108K
Marathon Trading Investment Management LLC 0.01% Reduce -89.5% 300 $106K
Hollencrest Capital Management 0.01% Reduce -66.3% 300 $106K
Vanguard Capital Management LLC 0.00% New 286 $101K
Tsfg, LLC 0.01% Reduce -0.3% 285 $101K
McGuire Capital Advisors Inc. 0.05% No change 270 $96K
BNP Paribas 0.00% Reduce -94.9% 270 $96K
Fairscale Capital, LLC 0.05% No change 257 $91K
Financial Consulate, Inc. 0.01% Reduce -21.9% 250 $89K
Godsey & Gibb, Inc. 0.01% No change 250 $89K
Physician Wealth Advisors, Inc. 0.01% Add +572.2% 242 $86K
Wilkerson Advisory Group LLC 0.03% New 232 $82K
Centiva Capital, LP 0.00% Reduce -99.9% 230 $82K
Evelyn Partners Group Ltd 0.00% — 230 $82K
Orion Capital Management LLC 0.02% No change 225 $80K
SJS Investment Consulting Inc. 0.01% Add +764.0% 216 $77K
Pittenger & Anderson Inc. 0.00% Add +13.9% 205 $73K
Barrett & Company, Inc. 0.02% Reduce -32.0% 204 $72K
Syntax Research, Inc. 0.05% No change 200 $71K
Nova Wealth Management, Inc. 0.04% No change 200 $71K
Keating Financial Advisory Services, Inc. 0.01% No change 200 $71K
Avalon Trust Co 0.00% No change 200 $71K
Signature Resources Capital Management, LLC 0.03% New 188 $67K
Ascentis Wealth Management, LLC 0.01% No change 188 $67K
N.E.W. Advisory Services LLC 0.00% No change 185 $66K
Compass Financial Management LLC 0.01% — 171 $61K
Allied Private Wealth LLC 0.04% — 200 $60K
Cassaday & Co Wealth Management LLC 0.00% Reduce -38.0% 163 $58K
Hurley Capital, LLC 0.03% Add +170.0% 162 $57K
Concord Wealth Partners 0.01% New 161 $57K
WPG Advisers, LLC 0.03% No change 154 $55K
Quent Capital, LLC 0.00% New 151 $54K
Asset Planning,Inc 0.03% Add +50.0% 150 $53K
Harbor Investment Advisory, LLC 0.00% No change 150 $53K
North Star Investment Management Corp. 0.00% New 150 $53K
Ankerstar Wealth, LLC 0.04% Reduce -17.4% 147 $52K
UMB Bank, n.a. 0.00% No change 146 $52K
Silver Grove Financial Group, Inc. 0.03% New 142 $50K
Reyes Financial Architecture, Inc. 0.03% No change 136 $48K
Medallion Wealth Advisors, LLC 0.02% No change 135 $48K
SRH Advisors, LLC 0.01% No change 131 $46K
Consultiva Wealth Management, Corp. 0.10% New 125 $44K
FWL Investment Management, LLC 0.01% No change 125 $44K
Continuum Advisory, LLC 0.00% New 123 $44K
Front Row Advisors LLC 0.01% No change 160 $43K
Huntington National Bank 0.00% Add +830.8% 121 $43K
RHL Group, LLC 0.03% New 118 $42K
IFG Advisory, LLC 0.00% New 117 $41K
Catalyst Capital Advisors LLC 0.00% Add +8.6% 114 $40K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.12% Reduce -98.2% 112 $40K
Cornerstone Planning Group LLC 0.00% Reduce -5.6% 134 $38K
Millstone Evans Group, LLC 0.02% No change 100 $35K
CGC Financial Services, LLC 0.01% No change 100 $35K
Flagship Wealth Advisors, LLC 0.01% New 100 $35K
Key Financial Inc 0.01% No change 100 $35K
Steigerwald, Gordon & Koch Inc. 0.00% No change 100 $35K
Delta Asset Management LLC 0.00% No change 100 $35K
SouthState Bank Corp 0.00% New 100 $35K
Centerpoint Advisors, LLC 0.01% No change 100 $35K
Tokio Marine Asset Management Co. Ltd. 0.00% New 97 $34K
LRI Investments, LLC 0.00% No change 96 $34K
TD Private Client Wealth LLC 0.00% Add +363.2% 88 $31K
Farmers & Merchants Investments Inc. 0.00% Reduce -25.0% 75 $27K
Advisors Preferred, LLC 0.00% New 80 $25K
Wealth Enhancement Trust Services, Inc. 0.00% No change 71 $25K
Core Capital Management & Research, inc. 0.01% — 105 $25K
Sawyer & Company, Inc 0.01% No change 70 $25K
Capital Analysts, LLC 0.00% No change 66 $24K
Hilltop National Bank 0.01% No change 67 $24K
Colonial Trust Advisors 0.00% Reduce -54.4% 67 $24K
JCIC Asset Management Inc. 0.01% No change 157 $24K
SWAN Capital LLC 0.01% Reduce -41.2% 60 $21K
Cary Street Partners Investment Advisory LLC 0.00% Add +160.9% 60 $21K
Bear Mountain Capital, Inc. 0.01% No change 75 $21K
Private Trust Co. NA 0.00% New 55 $20K
Kingdom Financial Group LLC. 0.00% No change 53 $19K
Strengthening Families & Communities, LLC 0.00% No change 52 $18K
Wormser Freres Gestion 0.01% New 52 $18K
Versant Capital Management, Inc 0.00% No change 51 $18K
First Command Advisory Services, Inc. 0.00% New 51 $18K
Bullock Wealth Management Group 0.01% No change 53 $18K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 50 $18K
Basepoint Wealth LLC 0.01% Reduce -28.6% 50 $18K
Kelleher Financial Advisors 0.00% New 50 $18K
HighMark Wealth Management LLC 0.01% New 50 $18K
Stone House Investment Management, LLC 0.00% Add +11.4% 49 $17K
Roxbury Financial LLC 0.01% New 46 $16K
Cape Investment Advisory, Inc. 0.00% New 44 $16K
Nemes Rush Group LLC 0.00% No change 44 $16K
Pinney & Scofield, Inc. 0.01% No change 40 $14K
Southern Michigan Bank & Trust 0.01% No change 40 $14K
Heritage Wealth Advisors 0.00% No change 40 $14K
Barnes Dennig Private Wealth Management LLC 0.01% No change 39 $14K
NBH Bank 0.01% — 37 $13K
Western Pacific Wealth Management, LP 0.01% New 35 $12K
Dogwood Wealth Management LLC 0.00% Add +40.0% 35 $12K
Tanglewood Legacy Advisors, LLC 0.00% Reduce -30.0% 35 $12K
Clearstead Trust, LLC 0.00% No change 35 $12K
Crews Bank & Trust 0.00% No change 35 $12K
PayPay Securities Corp 0.29% Reduce -24.4% 34 $12K
JDM Financial Group LLC 0.00% No change 34 $12K
Cordant, Inc. 0.00% New 31 $11K
Mosley Wealth Management 0.00% No change 30 $11K
Archer Investment Corp 0.00% No change 30 $11K
Investors Research Corp 0.00% No change 30 $11K
Nisa Investment Advisors, LLC 0.00% Add +7.4% 29 $10K
Institute for Wealth Management, LLC. 0.00% New 28 $10K
Quest 10 Wealth Builders, Inc. 0.01% No change 27 $10K
Legacy Bridge, LLC 0.00% No change 25 $9K
Fiduciary Financial Advisors 0.00% New 23 $8K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.9% 23 $8K
Tradewinds Capital Management, LLC 0.00% No change 20 $7K
Toth Financial Advisory Corp. 0.00% Add +100.0% 20 $7K
TOP Private Wealth LLC. 0.01% — 18 $6K
Westfuller Advisors, LLC 0.00% No change 18 $6K
WealthCollab, LLC 0.00% No change 17 $6K
Godfrey Financial Associates, Inc. 0.00% No change 15 $5K
Peterson Wealth Management 0.00% New 15 $5K
Prestige Wealth Management Group LLC 0.00% New 15 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 15 $5K
IFS Advisors, LLC 0.00% No change 15 $5K
Retirement Wealth Solutions LLC 0.00% Add +16.7% 14 $5K
Trust Co 0.00% No change 13 $5K
Strive Financial Group ,LLC 0.00% No change 12 $4K
Winch Advisory Services, LLC 0.00% New 12 $4K
Manning & Napier Advisors LLC 0.00% Add +9.1% 12 $4K
Pin Oak Investment Advisors Inc. 0.00% No change 10 $4K
KBC Group NV 0.00% New 10 $4K
Bell Investment Advisors, Inc 0.00% Add +120.0% 11 $4K
Gill Capital Partners, LLC 0.00% No change 11 $4K
Ninepoint Partners LP 0.00% New 11 $4K
Cullen/Frost Bankers, Inc. 0.00% Add +120.0% 11 $4K
Obsidian Cio, LLC 0.00% New 10 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 10 $4K
Peterson Wealth Services 0.00% No change 10 $4K
Bollard Group LLC 0.00% New 9 $3K
Lloyd Advisory Services, LLC. 0.00% Reduce -84.9% 8 $3K
Rossby Financial, LCC 0.00% Reduce -11.1% 8 $3K
Strategic Wealth Partners, Ltd. 0.00% New 8 $3K
Quarry LP 0.00% New 7 $2K
CVA Family Office, LLC 0.00% No change 6 $2K
Hazlett, Burt & Watson, Inc. 0.00% New 5 $2K
Anchor Bay Capital, Inc. 0.00% — 7 $2K
Copia Wealth Management 0.00% No change 4 $1K
TOWER TRUST & INVESTMENT Co 0.00% New 4 $1K
Cedar Mountain Advisors, LLC 0.00% New 4 $1K
Key Capital Management, INC 0.00% No change 3 $1K
Investors Portfolio Services LLC 0.00% No change 2 $709
Lodestone Wealth Management LLC 0.00% No change 2 $709
Rothschild Investment LLC 0.00% New 2 $709
PEAK6 LLC 0.00% Reduce -100.0% 1 $530
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $355
Mather Group, Llc. 0.00% Reduce -99.4% 1 $355
Coston, McIsaac & Partners 0.00% New 1 $0

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