Alibaba Group Holding-SP ADRBABA

13F holders, Q4 2024 (December 31)
1,209holders −28
127new positions
208sold out
17famous investors
$84.74avg. 13F price*

At the end of Q4 2024, 1,209 institutions reported holding Alibaba Group Holding-SP ADR (BABA) in their 13F filings, down 28 from Q3 2024. 127 opened new positions and 208 sold out. The largest holders were Primecap Management Co. ($1.9B), Dodge & Cox ($1.2B) and JPMorgan Chase & Co. ($1.1B). 17 famous investors held it, including Michael Burry (16.4% of Scion Asset Management's portfolio), David Tepper (15.6% of Appaloosa's portfolio) and Charlie Munger (7.9% of Daily Journal's portfolio).

Company
Alibaba Group Holding-SP ADR
CUSIP
01609W102
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions127$501.7M
Exits208$1.3B

All 13F filers, Q3 2024 → Q4 2024: 39,811,265 shares bought and 81,573,573 shares sold, net −41,762,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,209 holders

Primecap Management Co. 1.44% Add +0.2% 21,955,107 $1.9B
Dodge & Cox 0.72% Reduce -20.0% 14,469,770 $1.2B
JPMorgan Chase & Co. 0.09% Reduce -7.1% 12,994,223 $1.1B
FIL Ltd 1.02% Reduce -8.5% 12,828,184 $1.1B
Morgan Stanley 0.07% Add +26.5% 12,142,233 $1.0B
Appaloosa 15.62% Add +18.4% 11,843,158 $1.0B
HSBC Holdings PLC 0.54% Add +16.6% 10,350,876 $878.0M
Sanders Capital, LLC 1.10% Reduce -51.8% 8,897,277 $754.4M
BNP Paribas Financial Markets 0.50% Add +544.3% 7,586,166 $643.2M
Goldman Sachs Group Inc. 0.12% Reduce -28.2% 7,284,910 $617.7M
Norges Bank 0.08% Reduce -35.6% 6,905,047 $585.5M
Bank of America Corp. 0.05% Add +7.0% 6,676,773 $566.1M
T. Rowe Price Associates Inc. 0.06% Reduce -53.0% 6,010,789 $509.7M
H&H International Investment 3.18% Add +0.1% 5,450,830 $462.2M
Fisher Asset Management 0.17% Add +1.6% 5,093,828 $431.9M
HHLR Advisors, LTD. 14.35% Reduce -44.6% 4,887,300 $414.4M
Loomis Sayles & Co. L P 0.51% Reduce -3.2% 4,739,306 $401.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +19.5% 4,610,035 $390.9M
Temasek Holdings (Private) Ltd 1.50% Reduce -51.5% 4,464,559 $378.5M
Lazard Asset Management LLC 0.58% Reduce -0.7% 4,355,410 $369.3M
UBS Group AG 0.08% Add +37.7% 4,283,581 $363.2M
Alyeska Investment Group, L.P. 1.27% Add +1.1% 3,978,977 $337.4M
Assenagon Asset Management S.A. 0.54% Reduce -41.9% 3,561,606 $302.0M
Qube Research & Technologies Ltd 0.42% Add +308.4% 3,032,119 $257.1M
Renaissance Technologies 0.38% Add +208.5% 2,995,640 $254.0M
Discerene Group LP 34.70% No change 2,967,087 $251.6M
Rwwm, Inc. 21.90% Reduce -0.8% 2,826,939 $239.7M
Citigroup Inc. 0.23% Add +4.2% 2,791,739 $236.7M
AMF Tjanstepension AB 1.55% Reduce -7.6% 2,577,464 $218.5M
Jane Street Group, LLC 0.33% Reduce -22.2% 2,382,036 $202.0M
BlackRock, Inc. 0.00% Reduce -29.8% 2,277,822 $193.1M
Macquarie Group Ltd. 0.23% Reduce -16.4% 2,266,974 $192.2M
Invesco Ltd. 0.04% Reduce -63.2% 2,253,294 $191.1M
Janus Henderson Group PLC 0.09% Add +95.4% 2,112,187 $179.1M
North of South Capital LLP 20.35% Add +17.9% 1,975,760 $167.5M
Blue Pool Management Ltd. 67.77% No change 1,957,500 $166.0M
Royal Bank of Canada 0.04% Reduce -10.3% 1,926,904 $163.4M
Man Group plc 0.50% Add +2.4% 1,897,326 $160.9M
Allspring Global Investments Holdings, LLC 0.26% Reduce -5.7% 1,879,949 $159.7M
Susquehanna International Group, LLP 0.23% Add +264.1% 1,817,149 $154.1M
Dimensional Fund Advisors LP 0.04% Add +6.3% 1,741,485 $147.7M
Eminence Capital, LP 2.26% Reduce -5.5% 1,741,415 $147.7M
Public Investment Fund 0.71% No change 1,610,654 $136.6M
Ruffer LLP 4.93% Reduce -38.8% 1,609,404 $136.5M
Wellington Management Group LLP 0.02% Reduce -19.7% 1,591,693 $135.0M
Martin Currie Ltd. 4.96% Reduce -4.1% 1,589,007 $134.7M
Barclays PLC 0.07% Add +16.6% 1,553,364 $131.7M
Northern Trust Corp. 0.02% Add +48.0% 1,512,959 $128.3M
American Century Companies Inc. 0.07% Add +5.0% 1,507,591 $127.8M
Slate Path Capital LP 2.25% Reduce -24.0% 1,466,100 $124.3M
Baron Capital (BAMCO) 0.31% Reduce 0.0% 1,434,620 $121.6M
Brookfield Corp 0.70% Reduce -42.3% 1,367,057 $115.9M
National Bank of Canada 0.15% Add +926.0% 1,361,990 $115.5M
Nordea Investment Management AB 0.12% Reduce -17.5% 1,305,726 $111.1M
FMR LLC 0.01% Reduce -64.8% 1,270,182 $107.7M
ARGA Investment Management, LP 3.51% Reduce -1.5% 1,268,296 $107.5M
Squarepoint Ops LLC 0.27% Add +261.9% 1,236,592 $104.9M
Millennium Management 0.09% Reduce -28.5% 1,161,554 $98.5M
Bank of Montreal 0.05% Add +92.7% 1,147,636 $97.3M
Alliancebernstein L.P. 0.03% Reduce -26.6% 1,140,286 $96.7M
Neuberger Berman Group LLC 0.07% Add +14.3% 1,111,392 $94.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.18% Add +11.9% 1,012,429 $85.8M
Causeway Capital Management LLC 1.84% Add +7.2% 951,168 $80.6M
Voloridge Investment Management, LLC 0.26% New 869,529 $73.7M
Soros Fund Management 1.82% Reduce -34.9% 850,000 $72.1M
Handelsbanken Fonder AB 0.27% No change 822,904 $69.8M
Walleye Trading LLC 1.34% Add +68.8% 803,420 $68.1M
UG Investment Advisers Ltd. 26.26% Add +53.7% 791,239 $67.1M
CapitalatWork S.A. 2.15% Add +0.2% 782,034 $66.3M
Maple Rock Capital Partners Inc. 4.76% Reduce -27.5% 771,300 $65.4M
GMT Capital Corp 3.17% Reduce -34.5% 767,400 $65.1M
Wells Fargo & Company 0.02% Add +4.5% 766,472 $65.0M
Long Focus Capital Management, LLC 4.91% Add +19.2% 757,000 $64.2M
Raymond James Financial Inc. 0.02% — 755,942 $64.1M
Edmond DE Rothschild Holding S.A. 1.06% Reduce -13.5% 727,322 $61.7M
CI Investments Inc. 0.23% Add +323.4% 714,389 $60.6M
Patient Capital Management, LLC 2.70% Add +4.7% 689,712 $58.5M
HighTower Advisors, LLC 0.08% Reduce -15.2% 674,362 $57.2M
State Street Corp. 0.00% Add +24.8% 663,958 $56.3M
Brandes Investment Partners, LP 0.63% Reduce -7.5% 661,261 $56.1M
Amundi 0.02% Add +80.0% 646,058 $54.1M
WT Asset Management Ltd 5.98% Add +364.4% 634,200 $53.8M
Canada Pension Plan Investment Board 0.05% Add +7.8% 620,000 $52.6M
RWC Asset Advisors (us) LLC 10.40% Reduce -44.2% 614,635 $52.1M
Susquehanna Advisors Group, Inc. 3.62% — 607,500 $51.5M
Russell Investments Group, Ltd. 0.07% Reduce -48.7% 602,781 $51.1M
PEAK6 LLC 1.93% — 579,834 $49.2M
Simplex Trading, LLC 1.38% Reduce -32.7% 578,106 $49.0M
Legal & General Group Plc 0.01% Reduce -5.0% 573,924 $48.7M
M&G PLC 0.31% Add +8.8% 565,796 $48.1M
Toronto Dominion Bank 0.09% Add +89409.6% 562,120 $47.7M
Capital World Investors 0.01% Reduce -0.0% 559,851 $47.5M
Clear Street Derivatives LLC 0.62% New 550,653 $46.7M
Point72 Hong Kong Ltd 2.88% Add +1632.3% 545,257 $46.2M
Citadel Advisors 0.04% Add +9.3% 544,517 $46.2M
Marathon Trading Investment Management LLC 7.59% Add +4825.8% 535,192 $45.4M
STRS Ohio 0.18% Add +8.0% 523,830 $44.4M
AXA S.A. 0.13% Add +3.8% 510,561 $43.3M
LPL Financial LLC 0.02% Add +11.9% 506,761 $43.0M
Cibc World Market Inc. 0.10% Add +11.4% 501,376 $42.5M
Davis Asset Management, L.P. 1.73% No change 500,000 $42.4M
Hudson Bay Capital Management LP 0.31% Reduce -35.9% 500,000 $42.4M
Thornburg Investment Management Inc. 0.56% Reduce -0.2% 497,933 $42.2M
FengHe Fund Management Pte. Ltd. 12.44% New 497,400 $42.2M
Franklin Resources Inc. 0.01% Add +2.1% 488,356 $41.4M
Clark Capital Management Group, Inc. 0.28% Reduce -5.8% 474,003 $40.2M
Ameriprise Financial Inc. 0.01% Add +13.0% 471,652 $40.0M
Sei Investments Co. 0.05% Reduce -22.6% 454,134 $38.5M
Novo Holdings A/S 2.32% Reduce -9.7% 452,327 $38.4M
Harel Insurance Investments & Financial Services Ltd. 0.62% Add +0.5% 448,731 $38.0M
Nuveen Asset Management, LLC 0.01% Reduce 0.0% 441,820 $37.5M
Cerity Partners LLC 0.08% Reduce -0.8% 432,177 $36.7M
CIBC Private Wealth Group LLC 0.07% Reduce -7.0% 438,333 $36.7M
Polunin Capital Partners Ltd 8.77% Reduce -1.6% 416,576 $35.4M
Deutsche Bank AG 0.01% Add +20.2% 417,289 $35.4M
Aviva PLC 0.09% Reduce -10.2% 415,116 $35.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.37% Reduce -14.4% 493,227 $34.8M
Envestnet Asset Management Inc. 0.01% Reduce -15.2% 402,508 $34.1M
Contrarius Group Holdings Ltd 2.07% — 398,865 $33.8M
Natixis Advisors, LLC 0.06% Reduce -16.9% 392,427 $33.3M
Baird Financial Group, Inc. 0.06% Add +3.3% 390,233 $33.1M
D. E. Shaw & Co. 0.04% Reduce -72.6% 371,328 $31.5M
Fort Washington Investment Advisors Inc. 0.18% Reduce -8.7% 363,319 $30.8M
Alberta Investment Management Corp 0.21% No change 354,454 $30.1M
ArrowMark Colorado Holdings LLC 0.40% Reduce -13.7% 351,300 $29.8M
New York State Common Retirement Fund 0.04% Reduce -24.6% 350,592 $29.7M
Deprince Race & Zollo Inc. 0.56% Add +6.6% 331,543 $28.1M
CTC LLC 2.70% New 315,213 $26.7M
Todd Asset Management LLC 0.63% Add +5.1% 309,235 $26.2M
Walleye Capital LLC 0.27% Add +8.4% 303,707 $25.8M
Mirae Asset Securities (usa) Inc. 1.20% New 303,305 $25.7M
GMO 0.08% Reduce -8.6% 287,312 $24.4M
Ancient Art, L.P. 5.17% Add +77.3% 286,629 $24.3M
DJE Kapital AG 0.57% — 288,144 $24.3M
Private Management Group Inc. 0.87% Reduce -12.4% 284,037 $24.1M
Maxi Investments CY Ltd 4.61% Add +57.0% 281,662 $23.9M
Caledonia Investments PLC 2.82% No change 278,000 $23.6M
TT International Asset Management LTD 3.38% Reduce -24.6% 276,562 $23.4M
Newlands Management Operations LLC 0.14% No change 269,858 $22.9M
Brandywine Global Investment Management, LLC 0.17% Add +18.7% 268,768 $22.8M
Tudor Investment Corporation 0.24% Add +420.7% 268,379 $22.8M
Massachusetts Financial Services Co. 0.01% Reduce -0.8% 267,683 $22.7M
UniSuper Management Pty Ltd 0.16% No change 264,442 $22.4M
Itau Unibanco Holding S.A. 0.69% Add +521.1% 260,860 $22.1M
CANADA LIFE ASSURANCE Co 0.04% Reduce -2.2% 260,343 $22.1M
State of Michigan Retirement System 0.11% No change 257,000 $21.8M
Bridgewater Associates 0.10% Reduce -50.2% 255,023 $21.6M
Vontobel Holding Ltd. 0.07% Add +2.0% 254,212 $21.6M
Flossbach Von Storch SE 0.08% Reduce -0.5% 249,100 $21.1M
Think Investments LP 4.52% Reduce -12.9% 242,548 $20.6M
Pictet Asset Management Holding SA 0.02% Add +4.9% 240,611 $20.4M
Varma Mutual Pension Insurance Co 0.15% Add +12.7% 240,400 $20.4M
ANTIPODES PARTNERS Ltd 0.68% Reduce -38.8% 229,813 $19.5M
Harber Asset Management LLC 5.88% Add +10.3% 228,732 $19.4M
Clearline Capital LP 2.49% Reduce -24.8% 221,875 $18.8M
Stifel Financial Corp. 0.02% Reduce -17.2% 221,023 $18.7M
Kopernik Global Investors, LLC 2.00% Add +19.2% 220,556 $18.7M
RWC Asset Management LLP 1.10% Reduce -26.7% 215,118 $18.2M
Parallax Volatility Advisers, L.P. 0.46% New 211,689 $17.9M
Capital International Investors 0.00% Reduce -0.4% 211,197 $17.9M
Public Employees Retirement System of Ohio 0.06% Reduce -21.6% 210,464 $17.8M
Eisler Capital Management Ltd. 0.58% — 203,594 $17.3M
Warther Private Wealth, LLC 5.83% Add +17.0% 202,457 $17.2M
Teachers Retirement System of the State of Kentucky 0.15% Add +8.4% 202,080 $17.1M
Schroder Investment Management Group 0.02% Add +34.9% 202,309 $17.0M
Pine Valley Investments Ltd Liability Co 1.10% Add +72.1% 197,898 $16.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.43% Add +7756.4% 196,410 $16.7M
Daily Journal 7.90% No change 195,000 $16.5M
Partners Value Investments L.P. 0.18% No change 194,375 $16.5M
Coatue Management 0.06% Reduce -92.9% 192,728 $16.3M
Clearbridge Investments, LLC 0.01% Add +57.7% 191,925 $16.3M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +16.4% 190,873 $16.2M
Arnhold LLC 1.59% Reduce -8.6% 190,825 $16.2M
Harris Associates (Oakmark Funds) 0.03% New 188,986 $16.0M
Meritage Portfolio Management 0.98% Reduce -2.2% 186,747 $15.8M
Groupe la Francaise 0.39% — 185,424 $15.8M
SIH Partners, LLLP 1.10% Add +565.1% 184,759 $15.7M
Wolverine Trading, LLC 0.35% New 182,367 $15.3M
Marshall Wace, LLP 0.02% Reduce -89.2% 179,726 $15.2M
Gemsstock Ltd. 3.12% Add +12.7% 177,900 $15.1M
Liontrust Investment Partners LLP 0.22% Add +77.7% 177,294 $15.0M
Bank of New York Mellon Corp 0.00% Add +96.0% 172,748 $14.6M
GFS Advisors, LLC 2.20% New 170,422 $14.4M
Commonwealth Equity Services, LLC 0.02% Add +33.7% 169,039 $14.3M
Tidal Investments LLC 0.12% Add +62.2% 166,993 $14.2M
O'shaughnessy Asset Management, LLC 0.12% Add +17.1% 163,573 $13.9M
Allianz Asset Management GmbH 0.02% Reduce -10.6% 163,351 $13.9M
Fred Alger Management, LLC 0.06% Add +584.9% 158,102 $13.4M
Foundations Investment Advisors, LLC 0.25% Add +21.1% 155,440 $13.2M
Monaco Asset Management SAM 5.85% New 155,000 $13.1M
Verition Fund Management LLC 0.07% Add +19.1% 154,978 $13.1M
Aubrey Capital Management Ltd 4.85% New 150,900 $12.8M
Scion Asset Management 16.42% Reduce -25.0% 150,000 $12.7M
MIC Capital Management UK LLP 1.80% No change 150,000 $12.7M
Rockefeller Capital Management L.P. 0.03% Add +6.1% 149,957 $12.7M
Tamar Securities, LLC 1.76% Add +4.4% 149,795 $12.7M
IMC-Chicago, LLC 0.34% New 148,369 $12.6M
Philosophy Capital Management LLC 1.69% Reduce -14.6% 147,939 $12.5M
Quinn Opportunity Partners LLC 0.87% Reduce -6.4% 143,000 $12.1M
Progeny 3, Inc. 0.93% No change 138,000 $11.7M
Harvest Fund Management Co., Ltd 0.54% Reduce -17.4% 137,846 $11.7M
Creative Planning 0.01% Add +10.3% 135,492 $11.5M
Compagnie Lombard Odier SCmA 0.17% Reduce -15.8% 132,596 $11.2M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -4.5% 132,107 $11.1M
Penserra Capital Management LLC 0.20% Add +143.3% 130,316 $11.0M
Osaic Holdings, Inc. 0.02% Reduce -0.4% 129,960 $11.0M
Taikang Asset Management (Hong Kong) Co Ltd 1.62% Add +8.3% 130,000 $11.0M
Crossmark Global Holdings, Inc. 0.20% Add +3.5% 128,015 $10.9M
Holowesko Partners Ltd. 4.95% No change 127,500 $10.8M
Alpine Investment Management Ltd 6.78% New 125,000 $10.6M
Federated Hermes, Inc. 0.02% Add +54.9% 124,978 $10.6M
Baker Avenue Asset Management, LP 0.32% Add +5.4% 124,117 $10.5M
Armistice Capital, LLC 0.24% New 124,000 $10.5M
Marex Group Ltd 0.18% Reduce -5.8% 123,377 $10.5M
NWF Advisory Services Inc. 1.53% Add +22.6% 122,959 $10.4M
Balyasny Asset Management L.P. 0.02% Add +165.2% 121,920 $10.3M
GF Fund Management Co. LTD. 0.22% — 121,507 $10.3M
Long Corridor Asset Management Ltd 8.86% Add +20.0% 120,000 $10.2M
Cambridge Investment Research Advisors, Inc. 0.03% Add +51.0% 116,269 $9.9M
Truist Financial Corp. 0.02% Reduce -59.5% 113,582 $9.6M
Cetera Investment Advisers 0.02% Reduce -0.5% 113,170 $9.6M
Osborne Partners Capital Management, LLC 0.56% Add +0.7% 113,135 $9.6M
Artisan Partners Limited Partnership 0.01% Reduce -15.9% 112,821 $9.6M
Kamunting Street Capital Management, L.P. 8.22% New 112,192 $9.5M
AI-Squared Management Ltd 9.65% New 111,637 $9.5M
Yarbrough Capital, LLC 0.36% Reduce -13.3% 111,581 $9.5M
HBK Investments L P 0.22% Reduce -13.0% 109,596 $9.3M
Georgetown University 2.69% No change 107,819 $9.1M
Private Advisor Group, LLC 0.05% Add +5.6% 106,622 $9.0M
LMR Partners LLP 0.20% Reduce -17.1% 105,883 $9.0M
Beaumont Financial Advisors, LLC 0.67% New 105,866 $9.0M
Concentric Capital Strategies, LP 0.57% Add +32.1% 105,750 $9.0M
HAP Trading, LLC 2.98% Add +435.6% 104,921 $8.9M
Philip James Wealth Mangement, LLC 1.14% Reduce -9.9% 99,928 $8.5M
Fiduciary Alliance LLC 0.86% Add +15.5% 99,713 $8.5M
Leonteq Securities AG 0.83% New 99,253 $8.4M
U.S. Capital Wealth Advisors, LLC 0.25% Add +95.2% 93,689 $7.9M
Storebrand Asset Management As 0.02% New 91,510 $7.8M
Boothe Investment Group, Inc. 3.33% Add +1.9% 90,428 $7.7M
CMT Capital Markets Trading GmbH 4.56% Add +1056.4% 90,200 $7.6M
Blair William & Co. 0.02% Reduce -5.7% 88,998 $7.5M
Federation des caisses Desjardins du Quebec 0.04% Reduce -9.0% 87,768 $7.4M
BNP Paribas 0.10% Add +0.6% 86,397 $7.3M
Generate Investment Management Ltd 0.51% Reduce -28.0% 85,922 $7.3M
QV Investors Inc. 0.75% Reduce -39.9% 85,817 $7.3M
Evergreen Capital Management LLC 0.24% Add +4.8% 85,234 $7.2M
Pekin Hardy Strauss, Inc. 0.92% New 84,974 $7.2M
Origin Asset Management LLP 16.50% Reduce -76.9% 84,620 $7.2M
Douglas Lane & Associates, LLC 0.10% Reduce -22.2% 84,268 $7.1M
Jessup Wealth Management, Inc 3.04% Add +780.0% 83,962 $7.1M
Profund Advisors LLC 0.26% Add +5.9% 83,513 $7.1M
PARUS FINANCE (UK) Ltd 2.19% Add +37.8% 82,322 $7.0M
Ramirez Asset Management, Inc. 1.38% Reduce -1.7% 80,728 $6.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +9.6% 80,633 $6.8M
Mariner, LLC 0.01% Add +9.9% 77,046 $6.5M
O'Keefe Stevens Advisory, Inc. 2.01% Add +20.0% 76,679 $6.5M
Aurora Investment Managers, LLC. 4.07% Add +4.4% 76,486 $6.5M
Sierra Summit Advisors LLC 1.30% New 76,444 $6.5M
Union Bancaire Privee, UBP SA 0.12% — 80,050 $6.5M
NewEdge Advisors, LLC 0.04% Add +4.6% 75,935 $6.4M
Oppenheimer & Co. Inc. 0.10% Reduce -0.2% 75,628 $6.4M
Ally Financial Inc. 0.78% No change 75,000 $6.4M
Exchange Traded Concepts, LLC 0.13% Add +131.2% 74,807 $6.3M
State of New Jersey Common Pension Fund D 0.03% Reduce -1.9% 74,534 $6.3M
Banco Santander, S.A. 0.08% Add +14.5% 74,184 $6.3M
Alden Global Capital LLC 6.02% Add +11.0% 72,892 $6.2M
ExodusPoint Capital Management, LP 0.06% New 71,988 $6.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +75.2% 71,350 $6.0M
DekaBank Deutsche Girozentrale 0.01% No change 71,870 $6.0M
Townsquare Capital LLC 0.07% Add +0.4% 70,000 $5.9M
Farley Capital L.P. 5.04% No change 69,776 $5.9M
Wilson Asset Management (international) PTY Ltd. 1.52% Add +59.5% 69,355 $5.9M
Yelin Lapidot Holdings Management Ltd. 1.02% No change 69,320 $5.9M
NS Partners Ltd 0.24% New 68,700 $5.8M
Ratan Capital Management LP 0.89% No change 70,000 $5.8M
MML Investors Services, LLC 0.02% Add +21.2% 68,559 $5.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -48.8% 66,698 $5.7M
MMBG Investment Advisors Co. 0.59% Add +44.9% 65,705 $5.6M
Claar Advisors LLC 1.79% No change 65,300 $5.5M
Premier Fund Managers Ltd 0.20% New 65,700 $5.5M
GFG Capital, LLC 1.52% Reduce -4.6% 65,140 $5.5M
Tairen Capital Ltd 0.81% Add +333.3% 65,000 $5.5M
Fullerton Fund Management Co Ltd. 0.19% New 64,397 $5.5M
Abn Amro Investment Solutions 0.10% Add +91.7% 63,145 $5.4M
Quintet Private Bank (Europe) S.A. 0.29% Reduce -3.6% 63,095 $5.3M
Hi-Line Capital Management, LLC 2.31% Reduce -0.6% 62,184 $5.3M
Banco BTG Pactual S.A. 1.21% Add +1.3% 60,778 $5.2M
Capital Fund Management S.A. 0.05% No change 60,860 $5.2M
Erste Asset Management GmbH 0.06% No change 88,819 $5.0M
GQG Partners LLC 0.01% New 59,497 $5.0M
Parkwood LLC 0.62% New 59,133 $5.0M
Cantor Fitzgerald, L. P. 0.19% Add +2504.4% 59,119 $5.0M
Renaissance Group LLC 0.21% Reduce -5.9% 58,366 $4.9M
Fairtree Asset Management (Pty) Ltd 4.67% — 57,568 $4.9M
Summa Corp. 2.31% Reduce -19.3% 55,673 $4.7M
Sanctuary Advisors, LLC 0.03% Reduce -22.5% 45,759 $4.7M
Kestra Advisory Services, LLC 0.03% Reduce -34.1% 55,433 $4.7M
Private Wealth Partners, LLC 0.35% Reduce -0.0% 54,456 $4.6M
Pzena Investment Management LLC 0.02% Reduce -16.7% 54,425 $4.6M
Rathbones Group PLC 0.02% Reduce -27.8% 53,446 $4.5M
Capital Wealth Planning, LLC 0.04% Add +16.0% 53,076 $4.5M
Blue Zone Wealth Advisors, LLC 1.29% Add +3.8% 52,916 $4.5M
Polymer Capital Management (HK) LTD 0.78% Reduce -73.0% 52,600 $4.5M
Virtus Family Office LLC 5.58% Add +10.6% 52,530 $4.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.46% — 52,212 $4.4M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +4.9% 51,566 $4.4M
Engineers Gate Manager LP 0.08% Add +27.9% 51,507 $4.4M
HighPoint Advisor Group LLC 0.24% Reduce -1.7% 38,583 $4.4M
Bank of Nova Scotia 0.01% Reduce -60.8% 51,196 $4.3M
Banque Pictet & Cie SA 0.04% Add +19.0% 50,389 $4.3M
Annandale Capital, LLC 0.84% Add +0.1% 50,328 $4.3M
Sona Asset Management (us) LLC 0.96% No change 50,000 $4.2M
Global Frontier Investments LLC 1.09% — 50,000 $4.2M
1832 Asset Management L.P. 0.01% Reduce -23.7% 49,773 $4.2M
GenTrust, LLC 0.18% Reduce -65.1% 49,571 $4.2M
Genesis Investment Management, LLP 4.60% Reduce -76.1% 49,452 $4.2M
NewEdge Wealth, LLC 0.07% Reduce -0.8% 49,434 $4.2M
Steward Partners Investment Advisory, LLC 0.04% Add +15.2% 49,137 $4.2M
Stelac Advisory Services LLC 1.61% No change 48,773 $4.1M
Norden Group LLC 0.47% New 48,499 $4.1M
First Trust Advisors LP 0.00% Add +2.2% 47,897 $4.1M
Oppenheimer Asset Management Inc. 0.05% Reduce -3.1% 47,700 $4.0M
Aquamarine Capital (Aquamarine Zurich) 1.40% No change 47,500 $4.0M
D L Carlson Investment Group Inc. 0.72% Add +0.3% 47,373 $4.0M
Credit Agricole S A 0.01% Reduce -3.1% 46,921 $4.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -15.1% 46,921 $4.0M
Naviter Wealth, LLC 0.48% Reduce -0.8% 46,904 $4.0M
Calamos Advisors LLC 0.03% Add +5.3% 46,637 $4.0M
Equitable Holdings, Inc. 0.04% Add +46.5% 46,588 $4.0M
Knuff & Co LLC 1.19% Reduce -2.8% 46,164 $3.9M
US Bancorp \de 0.01% Add +47.2% 46,018 $3.9M
M&T Bank Corp 0.01% Reduce -12.7% 46,004 $3.9M
Lido Advisors, LLC 0.02% Add +3.6% 45,982 $3.9M
Helios Capital Management Pte. Ltd. 2.26% Add +14.0% 45,600 $3.9M
ProShare Advisors LLC 0.01% Reduce -25.1% 45,150 $3.8M
Nwi Management LP 0.30% No change 45,000 $3.8M
Madison Asset Management, LLC 0.04% Reduce -9.0% 44,641 $3.8M
Madison Investment Advisors, LLC 0.04% — 44,641 $3.8M
Janney Montgomery Scott LLC 0.01% Reduce -3.0% 44,438 $3.8M
Hohimer Wealth Management, LLC 0.70% Add +2.7% 43,686 $3.7M
Caprock Group, LLC 0.12% Reduce -3.7% 43,601 $3.7M
Adero Partners, LLC 0.24% Add +0.6% 43,144 $3.7M
SBI Securities Co., Ltd. 0.11% — 43,120 $3.7M
Segall Bryant & Hamill, LLC 0.05% Add +113.9% 43,000 $3.6M
Ritholtz Wealth Management 0.11% Add +13.6% 42,534 $3.6M
Corecam Pte. Ltd. 1.95% Reduce -36.1% 42,500 $3.6M
Kerrisdale Advisers, LLC 1.21% Reduce -24.6% 42,111 $3.6M
QRG Capital Management, Inc. 0.04% Add +12.1% 41,843 $3.5M
PNC Financial Services Group, Inc. 0.00% Reduce -2.7% 41,710 $3.5M
BRIGHT VALLEY CAPITAL Ltd 2.35% New 41,700 $3.5M
Stamos Capital Partners, L.P. 0.83% Add +51.2% 41,700 $3.5M
EPIQ Capital Group, LLC 0.91% Reduce -11.2% 41,168 $3.5M
Graham Capital Management, L.P. 0.17% New 41,137 $3.5M
Eos Management, L.P. 1.48% Add +19.6% 41,107 $3.5M
Panagora Asset Management Inc. 0.02% Add +2.4% 40,878 $3.5M
Academy Capital Management 0.57% Add +2.4% 40,842 $3.5M
Analyst IMS Investment Management Services Ltd. 0.13% No change 40,305 $3.4M
W1M Investment Management Ltd 0.05% New 40,171 $3.4M
Westerly Capital Management, LLC 1.57% Reduce -20.0% 40,000 $3.4M
Nightview Capital, LLC 3.05% New 39,752 $3.4M
Milestone Asset Management, LLC 0.74% Add +108.6% 39,639 $3.4M
Voya Investment Management LLC 0.00% Reduce -69.6% 39,600 $3.4M
Allianz SE 0.09% Reduce -16.3% 39,547 $3.3M
Orion Porfolio Solutions, LLC 0.03% Add +0.0% 38,933 $3.3M
Orion Portfolio Solutions, LLC 0.03% Add +0.0% 38,933 $3.3M
Yousif Capital Management, LLC 0.04% No change 38,736 $3.3M
Horiko Capital Management LLC 0.95% Reduce -1.3% 38,697 $3.3M
Grafton Street Partners Fund, LP 2.39% No change 38,704 $3.3M
Bell & Brown Wealth Advisors, LLC 1.22% Add +1.0% 38,517 $3.3M
Pathstone Holdings, LLC 0.01% Add +3.3% 38,390 $3.3M
Corient Private Wealth LP 0.01% Reduce -1.5% 38,050 $3.2M
Angeles Wealth Management, LLC 0.27% New 38,001 $3.2M
Aperture Investors, LLC 0.41% No change 37,531 $3.2M
Mirabella Financial Services LLP 0.30% New 37,200 $3.2M
Group One Trading LLC 0.11% New 36,606 $3.1M
Poehling Capital Management, INC. 0.76% Add +32.7% 36,526 $3.1M
Chiron Investment Management, LLC 1.03% Add +40.6% 36,420 $3.1M
Atria Wealth Solutions, Inc. 0.03% Add +52.3% 36,258 $3.1M
Oak Harvest Investment Services 0.43% Add +701.1% 36,048 $3.1M
Ativo Capital Management LLC 3.02% No change 35,898 $3.0M
Hantz Financial Services, Inc. 0.05% Reduce -4.4% 35,812 $3.0M
Harding Loevner LP 0.02% Reduce -28.8% 35,778 $3.0M
Jain Global LLC 0.09% — 35,740 $3.0M
AMG National Trust Bank 0.08% Reduce -0.8% 36,004 $3.0M
SG Americas Securities, LLC 0.01% Reduce -11.5% 35,647 $3.0M
CWA Asset Management Group, LLC 0.15% Add +20.9% 35,584 $3.0M
Mackenzie Financial Corp. 0.00% Reduce -61.3% 35,199 $3.0M
Atria Investments, Inc 0.04% Add +1.2% 35,191 $3.0M
Eagle Global Advisors LLC 0.12% Add +6.0% 35,003 $3.0M
Pingora Partners LLC 1.94% Add +2.4% 34,878 $3.0M
Scotia Capital Inc. 0.02% Reduce -36.9% 34,822 $3.0M
Acadian Asset Management LLC 0.01% Add +12.4% 33,474 $2.8M
Principal Financial Group Inc. 0.00% Reduce -38.0% 32,609 $2.8M
Nomura Holdings Inc. 0.01% Reduce -62.2% 32,186 $2.7M
Caas Capital Management LP 2.25% Add +146.5% 32,045 $2.7M
Fragasso Financial Advisors Inc 0.20% Reduce -14.5% 31,297 $2.7M
Quilter Plc 0.05% Reduce -13.0% 31,094 $2.6M
Biglari, Sardar 6.00% No change 31,000 $2.6M
Brown Brothers Harriman & Co. 0.02% Add +0.5% 30,855 $2.6M
HRT Financial LP 0.01% New 30,472 $2.6M
Yong Rong (HK) Asset Management Ltd 1.11% Add +50.0% 30,000 $2.5M
683 Capital Management, LLC 0.28% Reduce -32.6% 30,000 $2.5M
EULAV Asset Management 0.06% No change 30,000 $2.5M
Intellectus Partners, LLC 0.55% Add +4.7% 29,004 $2.5M
Y-Intercept (Hong Kong) Ltd 0.16% Reduce -54.2% 28,947 $2.5M
Carmignac Gestion 0.04% Add +10204.6% 28,853 $2.4M
Platinum Investment Management Ltd. 0.14% Reduce -86.0% 28,845 $2.4M
Twenty Acre Capital LP 1.99% No change 28,700 $2.4M
Capstone Investment Advisors, LLC 0.03% Reduce -52.8% 28,700 $2.4M
Formidable Asset Management, LLC 0.40% Reduce -10.5% 28,699 $2.4M
Moore Capital Management, LP 0.05% New 28,500 $2.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +28.6% 28,203 $2.4M
Amova Asset Management Americas, Inc. 0.03% Reduce -5.6% 28,340 $2.4M
Royal Fund Management, LLC 0.26% Reduce -15.5% 28,309 $2.4M
Shah Capital Management 0.48% Reduce -2.4% 28,279 $2.4M
AlphaStar Capital Management, LLC 0.25% Add +16.1% 28,176 $2.4M
&partners 0.03% Add +214.8% 27,202 $2.3M
Integrated Wealth Concepts LLC 0.03% Reduce -5.2% 27,197 $2.3M
Great Valley Advisor Group, Inc. 0.05% Add +10.3% 27,077 $2.3M
Inspire Trust Co, N.A. 0.59% Add +35.0% 27,000 $2.3M
GUARDCAP ASSET MANAGEMENT Ltd 0.04% Reduce -4.4% 26,400 $2.2M
Kazazian Asset Management, LLC 1.76% — 26,385 $2.2M
Sterling Investment Management, LLC 1.74% Reduce -0.9% 26,138 $2.2M
Cypress Capital Group 0.27% Reduce -25.0% 25,965 $2.2M
Tandem Capital Management Corp. 1.17% Add +2.1% 25,798 $2.2M
Henry James International Management Inc. 0.79% Add +35.0% 25,794 $2.2M
Signaturefd, LLC 0.04% Add +3.4% 25,705 $2.2M
Vise Technologies, Inc. 0.18% Add +811.6% 25,644 $2.2M
Sanders Morris Harris LLC 0.32% Add +398.6% 25,018 $2.1M
KBC Group NV 0.01% New 25,000 $2.1M
Riposte Capital LLC 1.12% New 25,000 $2.1M
VR Advisory Services Ltd 0.54% Reduce -50.0% 25,000 $2.1M
Quantum Private Wealth, LLC 0.67% Add +1.6% 24,791 $2.1M
Cibc World Markets Corp. 0.01% Add +20.9% 24,730 $2.1M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -17.7% 24,294 $2.1M
Udine Wealth Management, Inc. 1.32% Add +4.8% 24,180 $2.1M
American Assets Investment Management, LLC 0.17% No change 24,000 $2.0M
Mercer Global Advisors Inc. 0.00% Reduce -36.5% 23,852 $2.0M
Hel Ved Capital Management Ltd 0.62% New 23,700 $2.0M
Schechter Investment Advisors, LLC 0.15% Reduce -9.3% 23,657 $2.0M
BigSur Wealth Management LLC 0.57% No change 23,330 $2.0M
RPg Family Wealth Advisory, LLC 0.69% Add +2.1% 23,152 $2.0M
V2 Financial group LLC 1.18% Reduce -1.7% 22,970 $1.9M
Essex Financial Services, Inc. 0.14% Reduce -9.3% 22,826 $1.9M
Capital Investment Counsel, Inc 0.29% Reduce -17.0% 22,759 $1.9M
AEGON ASSET MANAGEMENT UK Plc 0.03% Reduce -4.7% 22,642 $1.9M
Quantinno Capital Management LP 0.02% Add +15.0% 22,612 $1.9M
OneDigital Investment Advisors LLC 0.02% Add +93.4% 22,607 $1.9M
Compound Planning, Inc. 0.10% Add +12.2% 22,489 $1.9M
Jones Financial Companies LLLP 0.00% Add +37.2% 22,438 $1.9M
Rwa Wealth Partners, LLC 0.02% Add +3.7% 22,422 $1.9M
Beverly Hills Private Wealth, LLC 0.39% Reduce -0.7% 22,398 $1.9M
Two Sigma Securities, LLC 0.34% Add +79.6% 22,342 $1.9M
Waverly Advisors, LLC 0.03% Add +184.6% 22,299 $1.9M
Rhumbline Advisers 0.00% Add +0.7% 22,246 $1.9M
GM Advisory Group, LLC 0.10% Add +152.5% 22,020 $1.9M
First Horizon Advisors, Inc. 0.05% Add +0.6% 21,735 $1.8M
Means Investment Co., Inc. 0.19% Reduce -1.4% 21,576 $1.8M
ICONIQ Capital, LLC 0.03% No change 21,498 $1.8M
National Philanthropic Trust 0.03% Reduce -3.2% 21,486 $1.8M
Sterneck Capital Management, LLC 0.98% Reduce -14.8% 21,345 $1.8M
Waterfront Wealth Inc. 0.44% Add +8.8% 21,211 $1.8M
Arkadios Wealth Advisors 0.10% Reduce -0.1% 21,206 $1.8M
Procyon Advisors, LLC 0.11% Add +3.1% 21,160 $1.8M
Titleist Asset Management, LLC 0.21% Add +877.1% 21,105 $1.8M
Vident Advisory, LLC 0.03% Add +10.3% 21,058 $1.8M
Naples Global Advisors, LLC 0.17% Add +4.5% 20,876 $1.8M
HighVista Strategies LLC 0.66% Add +2.5% 20,857 $1.8M
Triasima Portfolio Management inc. 0.34% Reduce -38.4% 20,635 $1.7M
Ping Capital Management, Inc. 0.70% Add +400.0% 20,000 $1.7M
Horizon Investments, LLC 0.05% Add +269.7% 19,796 $1.7M
Advisory Services Network, LLC 0.03% Reduce -32.8% 19,649 $1.7M
Stolper Co 0.55% Reduce -1.3% 19,601 $1.7M
Kestra Private Wealth Services, LLC 0.03% Add +38.1% 19,597 $1.7M
Virtu Financial LLC 0.09% Reduce -85.5% 19,535 $1.7M
Belvedere Trading LLC 0.13% Add +766.4% 19,521 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +10.4% 19,324 $1.6M
Moon Capital Management LP 1.24% Reduce -49.6% 19,294 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +29.6% 18,589 $1.6M
Park Avenue Securities LLC 0.02% Add +31.3% 18,465 $1.6M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -3.1% 18,451 $1.6M
Pittenger & Anderson Inc. 0.06% New 18,450 $1.6M
Infusive Asset Management Inc. 0.70% New 18,446 $1.6M
LGT Group Foundation 0.02% Reduce -2.3% 18,428 $1.6M
Nations Financial Group Inc, /Ia/ 0.11% Reduce -36.0% 18,378 $1.6M
Calamos Wealth Management LLC 0.08% Add +6.5% 18,342 $1.6M
Insigneo Advisory Services, LLC 0.16% Reduce -8.4% 18,321 $1.6M
NFJ Investment Group, LLC 0.05% Reduce -8.0% 18,302 $1.6M
Cresset Asset Management, LLC 0.01% Reduce -33.0% 17,887 $1.5M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -98.0% 17,806 $1.5M
Jackson Hole Capital Partners, LLC 0.30% Add +1.2% 17,768 $1.5M
SVB Wealth LLC 0.03% New 17,533 $1.5M
Boston Partners 0.00% Reduce -0.1% 17,461 $1.5M
APEIRON CAPITAL Ltd 0.55% New 17,400 $1.5M
Cloverfields Capital Group, LP 0.47% Add +6.8% 17,343 $1.5M
Ridgewood Investments LLC 0.71% Add +9.9% 17,258 $1.5M
Belpointe Asset Management LLC 0.09% Add +79.8% 17,430 $1.5M
Vanguard Personalized Indexing Management, LLC 0.02% Add +7.5% 17,108 $1.5M
SRN Advisors, LLC 1.28% Add +60.0% 17,000 $1.4M
HUB Investment Partners, LLC 0.06% Add +2.2% 16,925 $1.4M
DAVENPORT & Co LLC 0.01% Add +278.1% 16,898 $1.4M
Principal Securities, Inc. 0.03% Reduce -2.6% 16,734 $1.4M
Twin Lakes Capital Management, LLC 0.89% No change 16,350 $1.4M
LGT Fund Management Co Ltd. 0.12% No change 16,340 $1.4M
DRW Securities, LLC 0.09% Reduce -50.7% 16,088 $1.4M
Integrated Quantitative Investments LLC 0.67% — 16,000 $1.4M
SeaBridge Investment Advisors LLC 0.28% Add +8.0% 15,925 $1.4M
SkyView Investment Advisors, LLC 0.22% Add +165.3% 15,918 $1.4M
Prospera Financial Services Inc 0.03% Add +18.3% 15,792 $1.3M
Mystic Asset Management, Inc. 0.36% Reduce -1.9% 15,802 $1.3M
Leo Wealth, LLC 0.12% Add +3.4% 15,648 $1.3M
Clear Harbor Asset Management, LLC 0.11% Add +8.3% 15,641 $1.3M
IFG Advisory, LLC 0.07% Reduce -2.6% 15,592 $1.3M
AE Wealth Management LLC 0.01% Reduce -18.5% 15,334 $1.3M
AlTi Global, Inc. 0.03% Add +0.2% 15,019 $1.3M
JW Asset Management, LLC 0.60% No change 15,000 $1.3M
Point72 (DIFC) Ltd 0.11% Reduce -93.5% 14,927 $1.3M
Focus Partners Wealth 0.00% Add +13.1% 14,786 $1.3M
Quadrant Capital Group LLC 0.09% Add +4.7% 14,758 $1.3M
Cubist Systematic Strategies, LLC 0.02% Reduce -96.4% 14,743 $1.3M
Richard W. Paul & Associates, LLC 0.46% Add +1.4% 14,736 $1.2M
TD Waterhouse Canada Inc. 0.01% Add +5.8% 14,485 $1.2M
Ethic Inc. 0.02% Add +406.8% 14,382 $1.2M
Stablepoint Partners, LLC 0.22% Add +0.6% 14,301 $1.2M
Chemistry Wealth Management LLC 0.28% Reduce -6.1% 14,208 $1.2M
Snowden Capital Advisors LLC 0.04% Reduce -9.2% 14,178 $1.2M
Root Financial Partners, LLC 0.15% Add +14.3% 14,090 $1.2M
Lakeshore Capital Group, Inc. 1.81% — 14,085 $1.2M
Oxford Wealth Group, LLC 0.77% Reduce -3.0% 14,041 $1.2M
Ashton Thomas Private Wealth, LLC 0.05% New 14,027 $1.2M
Assetmark, Inc. 0.00% Add +3405.5% 13,917 $1.2M
Ballentine Partners, LLC 0.02% Add +5.9% 13,892 $1.2M
Great Lakes Advisors, LLC 0.01% Add +14.8% 13,886 $1.2M
Florida Trust Wealth Management Co 0.04% Reduce -2.1% 13,821 $1.2M
Matthews International Capital Management LLC 0.24% Reduce -66.0% 13,699 $1.2M
Missouri Trust & Investment Co 0.41% Add +12.3% 13,680 $1.2M
Capula Management Ltd 0.01% New 13,608 $1.2M
Selective Wealth Management, Inc. 0.46% Reduce -71.4% 13,873 $1.1M
Blue Trust, Inc. 0.01% Reduce -4.0% 13,346 $1.1M
Hexagon Capital Partners LLC 0.20% Reduce -2.3% 13,168 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +6.0% 13,143 $1.1M
Channing Global Advisors, LLC 0.74% Reduce -14.4% 13,082 $1.1M
Wynn Capital, LLC 0.70% Add +1.1% 13,013 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 11,642 $1.1M
Koss-Olinger Consulting, LLC 0.09% New 12,752 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -76.5% 12,748 $1.1M
Alps Advisors Inc. 0.01% Add +6.2% 12,683 $1.1M
Comprehensive Financial Management LLC 0.03% No change 12,634 $1.1M
Cwm, LLC 0.00% Add +14.2% 12,611 $1.1M
Sunbelt Securities, Inc. 0.09% Reduce -5.8% 12,647 $1.1M
Victory Capital Management Inc. 0.00% New 12,537 $1.1M
International Assets Investment Management, LLC 0.09% Reduce -22.7% 12,366 $1.1M
jvl associates llc 0.40% No change 12,319 $1.0M
Boston Common Asset Management, LLC 0.03% Reduce -72.8% 12,291 $1.0M
Bank Hapoalim BM 0.17% Reduce -14.0% 12,173 $1.0M
Shay Capital LLC 0.25% Reduce -59.6% 12,125 $1.0M
Mutual Advisors, LLC 0.03% Reduce -4.0% 12,457 $1.0M
Phoenix Financial Ltd. 0.01% Reduce -50.8% 12,035 $1.0M
TrinityBridge Ltd 0.03% No change 12,036 $1.0M
Centiva Capital, LP 0.04% Add +405.6% 12,018 $1.0M
ABS Direct Equity Fund LLC 1.17% No change 11,900 $1.0M
Bleakley Financial Group, LLC 0.03% Add +7.2% 11,846 $1.0M
Tejara Capital Ltd 0.66% New 11,800 $1.0M
V-Square Quantitative Management LLC 0.14% Add +30.5% 11,644 $986K
BTG Pactual Asset Management US LLC 0.13% No change 11,568 $981K
SOL Capital Management CO 0.11% Reduce -23.9% 11,474 $973K
Redwood Wealth Management Group, LLC 0.47% Add +11.0% 11,450 $971K
Nilsine Partners, LLC 0.10% Add +3.6% 11,332 $961K
Waratah Capital Advisors Ltd. 0.05% Reduce -61.6% 11,332 $961K
Future Fund LLC 2.72% Add +45.3% 11,230 $952K
Captrust Financial Advisors 0.00% Add +5.0% 11,200 $950K
Ascentis Wealth Management, LLC 0.33% Reduce -0.2% 10,986 $932K
Legacy Advisors, LLC 0.09% Reduce -0.5% 10,983 $931K
Cooper Financial Group 0.11% Add +5.3% 10,915 $925K
JTC Employer Solutions Trustee Ltd 0.07% No change 10,986 $924K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.3% 10,811 $917K
Berkshire Asset Management LLC 0.04% New 10,225 $911K
PFG Investments, LLC 0.06% Add +17.9% 10,718 $909K
World Investment Advisors 0.02% Add +4.0% 10,660 $904K
Quartz Partners, LLC 0.55% Add +2.3% 10,648 $903K
Fluent Financial, LLC 0.40% Add +22.6% 10,627 $901K
Cumberland Advisors Inc. 0.36% Reduce -9.0% 10,625 $901K
Laidlaw Wealth Management LLC 0.39% Reduce -2.6% 10,585 $898K
Sepio Capital, LP 0.07% Reduce -0.8% 10,572 $896K
Quadrant Private Wealth Management, LLC 0.22% Reduce -4.5% 10,540 $894K
Aspen Grove Capital, LLC 0.19% Add +0.6% 10,516 $892K
Prospect Financial Services LLC 0.49% Reduce -8.9% 10,483 $889K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -5.7% 10,538 $888K
IPG Investment Advisors LLC 0.20% Reduce -38.4% 10,351 $878K
Retirement Planning Co of New England, Inc. 0.42% Add +10.4% 10,312 $874K
Trustmark Bank Trust Department 0.06% Reduce -43.7% 10,283 $872K
Bailard, Inc. 0.02% Add +46.3% 10,245 $869K
Kelleher Financial Advisors 0.33% Add +1.6% 10,218 $866K
Independent Financial Group, LLC 0.03% Add +42.8% 10,201 $865K
Independent Investors Inc. 0.17% No change 10,100 $856K
LM Advisors LLC 0.15% New 10,079 $855K
Lazari Capital Management, Inc. 0.34% Reduce -0.6% 10,050 $852K
Rheos Capital Works Inc. 0.05% New 10,000 $848K
Systrade AG 1.45% No change 10,000 $848K
Advanced Portfolio Management, LLC 0.97% New 10,000 $848K
Anson Funds Management LP 0.11% New 10,000 $848K
Avitas Wealth Management LLC 0.12% New 9,892 $839K
Good Life Advisors, LLC 0.06% Add +132.8% 9,759 $827K
Caption Management, LLC 0.03% New 9,750 $827K
Mizuho Markets Americas LLC 0.02% New 9,700 $822K
Fifth Third Bancorp 0.00% Reduce -15.9% 9,691 $822K
Composition Wealth, LLC 0.02% Reduce -17.7% 9,682 $821K
Cedar Wealth Management, LLC 0.30% Add +21.1% 9,655 $819K
Sterling Capital Management LLC 0.01% Reduce -4.9% 9,626 $816K
Lombard Odier Asset Management (USA) Corp 0.35% New 9,500 $806K
Auxier Asset Management LLC 0.12% Reduce -2.7% 9,474 $803K
Henshaw Capital LLC 0.03% Add +190.7% 9,451 $801K
IHT Wealth Management, LLC 0.03% Reduce -31.9% 9,310 $789K
Parallel Advisors, LLC 0.02% Add +4.9% 9,286 $787K
NorthCoast Asset Management LLC 0.00% Add +7.1% 9,242 $784K
Strategic Wealth Investment Group, LLC 0.04% Reduce -4.7% 9,077 $770K
Envestnet Portfolio Solutions, Inc. 0.00% Add +13.4% 9,058 $768K
Circle Wealth Management, LLC 0.02% Reduce -24.4% 8,960 $760K
Transcend Capital Advisors, LLC 0.05% Reduce -34.1% 8,909 $755K
Raiffeisen Bank International AG 0.01% — 8,893 $748K
Freestone Capital Holdings, LLC 0.03% Reduce -35.6% 8,807 $747K
Magnus Financial Group LLC 0.07% Reduce -7.7% 8,806 $747K
Merit Financial Group, LLC 0.01% Reduce -0.0% 8,758 $743K
Westside Investment Management, Inc. 0.16% Reduce -14.2% 8,714 $739K
Focus Financial Network, Inc. 0.03% Add +13.7% 8,575 $727K
Wealth Alliance, LLC 0.09% Reduce -7.5% 8,559 $726K
McDonald Partners LLC 0.19% Add +5.2% 8,542 $724K
Independent Advisor Alliance 0.01% Add +17.7% 8,522 $723K
TAGStone Capital, Inc. 0.35% No change 8,502 $721K
Institute for Wealth Management, LLC. 0.09% Reduce -7.4% 8,485 $719K
Financial Sense Advisors, Inc. 0.24% New 8,412 $713K
180 Wealth Advisors, LLC 0.11% Add +3.0% 8,371 $710K
Prudential PLC 0.00% Reduce -1.3% 8,343 $707K
Arete Wealth Advisors, LLC 0.05% Add +3.1% 8,249 $700K
Greenleaf Trust 0.01% Add +0.8% 8,251 $700K
Woodward Diversified Capital, LLC 0.49% Reduce -1.2% 7,863 $667K
Diametric Capital, LP 0.45% Add +47.7% 7,830 $664K
Joule Financial, LLC 0.23% Add +1.8% 7,807 $662K
Guggenheim Capital LLC 0.01% Add +11.0% 7,794 $661K
Liberty One Investment Management, LLC 0.07% Reduce -14.6% 7,672 $651K
Savant Capital, LLC 0.01% Add +19.4% 7,617 $646K
Baader Bank Aktiengesellschaft 0.06% Reduce -80.7% 7,600 $644K
Global Endowment Management, LP 0.08% Add +1.4% 7,570 $642K
Washington Capital Management, Inc. 0.50% Reduce -2.9% 7,505 $636K
Gladstone Institutional Advisory LLC 0.03% Reduce -20.8% 7,371 $625K
Birchbrook, Inc. 0.35% Reduce -19.8% 7,310 $620K
Stephens Inc. 0.01% Add +12.5% 7,248 $615K
Denali Advisors LLC 0.06% Add +38.2% 7,167 $608K
Fortis Capital Advisors, LLC 0.21% New 7,288 $607K
Wincap Financial LLC 0.61% — 7,111 $603K
Rings Capital Management LLC 0.31% Add +1.4% 7,100 $602K
Systematic Alpha Investments, LLC 0.02% No change 7,100 $602K
Mainstream Capital Management LLC 0.42% New 7,081 $600K
Morningstar Investment Services LLC 0.05% Reduce -92.3% 7,053 $598K
Rehmann Capital Advisory Group 0.04% Add +13.3% 7,039 $597K
Oasis Management Co Ltd. 0.21% No change 7,000 $594K
JT Stratford LLC 0.10% Add +7.8% 6,838 $580K
Maridea Wealth Management LLC 0.19% — 6,825 $579K
Rakuten Securities, Inc. 0.23% Reduce -23.1% 6,825 $579K
WNY Asset Management, LLC 0.07% Reduce -2.0% 6,820 $578K
Lansforsakringar Fondforvaltning AB (publ) 0.00% — 6,810 $577K
MAI Capital Management 0.00% Reduce -30.0% 6,792 $576K
Applied Capital LLC 0.45% Add +2.3% 6,785 $575K
Ausdal Financial Partners, Inc. 0.05% Reduce -1.2% 6,748 $572K
Global Retirement Partners, LLC 0.02% Add +68.2% 6,689 $567K
Chiron Capital Management, LLC 0.53% Reduce -6.2% 6,661 $565K
Guinness Atkinson Asset Management Inc 0.29% Reduce -14.3% 6,620 $561K
Saranac Partners Ltd 0.32% Reduce -21.0% 6,618 $561K
J. Safra Sarasin Holding AG 0.01% No change 6,600 $560K
Clarity Capital Partners LLC 0.29% Reduce -8.1% 6,583 $558K
Summit Global Investments 0.03% Reduce -3.2% 6,566 $557K
Concurrent Investment Advisors, LLC 0.01% Reduce -19.1% 6,488 $550K
DNB Asset Management AS 0.00% New 6,468 $548K
Advisors Capital Management, LLC 0.01% New 6,455 $547K
Ieq Capital, LLC 0.01% Reduce -36.5% 6,451 $547K
Cordatus Wealth Management LLC 0.14% Add +0.4% 6,375 $541K
Peapack Gladstone Financial Corp. 0.01% Reduce -7.3% 6,391 $541K
Beacon Pointe Advisors, LLC 0.01% Add +9.7% 6,354 $539K
CW Advisors, LLC 0.01% Add +2.3% 6,325 $536K
Geneos Wealth Management Inc. 0.02% Reduce -1.1% 6,308 $535K
Summit Financial, LLC 0.02% Add +7.0% 6,275 $532K
Mosley Wealth Management 0.33% Add +9.3% 5,499 $532K
Everstar Asset Management, LLC 0.37% Reduce -44.0% 6,248 $530K
Choreo, LLC 0.01% Add +0.5% 6,219 $526K
Flagship Harbor Advisors, LLC 0.03% Reduce -15.4% 6,173 $523K
Signature Estate & Investment Advisors LLC 0.01% Reduce -3.8% 6,107 $518K
Cowa, LLC 0.25% Add +98.4% 6,090 $516K
Johnson Investment Counsel Inc. 0.01% New 6,086 $516K
HC Advisors, LLC 0.41% Reduce -14.5% 6,079 $515K
Cohen Capital Management, Inc. 0.09% Reduce -29.0% 6,065 $514K
Aaron Wealth Advisors LLC 0.06% Add +30.4% 5,987 $508K
Sierra Capital LLC 0.06% Add +6.8% 5,967 $506K
Integrated Advisors Network LLC 0.02% Reduce -17.4% 5,950 $505K
StoneX Group Inc. 0.03% New 5,914 $501K
Steamboat Capital Partners, LLC 0.15% Reduce -2.2% 5,861 $497K
West Family Investments, Inc. 0.17% Add +7.4% 5,853 $496K
Geller Advisors LLC 0.03% Reduce -0.0% 5,838 $495K
Ranch Capital Advisors Inc. 0.23% Reduce -3.6% 5,838 $495K
CreativeOne Wealth, LLC 0.02% Add +19.4% 5,832 $495K
Hardin Capital Partners, LLC 0.30% Add +4.5% 5,794 $491K
Ignite Planners, LLC 0.11% Add +2.5% 5,737 $491K
Synovus Financial Corp. 0.01% Add +3.9% 5,747 $487K
Adalta Capital Management LLC 0.25% Reduce -18.5% 5,720 $485K
IFP Advisors, Inc 0.02% Reduce -17.8% 5,708 $484K
City State Bank 0.17% Reduce -23.5% 5,678 $481K
Balefire, LLC 0.16% Reduce -21.4% 5,582 $474K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.19% Reduce -79.2% 5,631 $474K
Evolution Wealth Advisors, LLC 0.08% Add +35.8% 5,505 $467K
PDS Planning, Inc 0.04% Add +8.0% 5,502 $467K
Family Manage LLC 0.07% New 5,426 $460K
Prelude Capital Management, LLC 0.04% Reduce -64.8% 5,372 $455K
Central Asset Investments & Management Holdings (HK) Ltd 0.29% Reduce -94.3% 5,357 $454K
Kathmere Capital Management, LLC 0.04% Add +11.7% 5,321 $451K
Kingsview Wealth Management, LLC 0.01% Reduce -18.2% 5,314 $451K
Lake Hills Wealth Management, LLC 0.31% Reduce -2.3% 5,295 $449K
Allen Investment Management, LLC 0.01% Reduce -74.4% 5,268 $447K
Plato Investment Management Ltd 0.03% New 5,240 $446K
Net Worth Advisory Group 0.13% Add +63.3% 5,213 $442K
Brevan Howard Capital Management LP 0.01% Reduce -51.1% 5,189 $442K
Cary Street Partners Financial LLC 0.01% — 5,176 $439K
Bulltick Wealth Management, LLC 0.10% Reduce -41.8% 5,153 $437K
Avior Wealth Management, LLC 0.02% Reduce -6.1% 5,128 $435K
Csenge Advisory Group 0.02% Reduce -25.7% 5,124 $434K
Savvy Advisors, Inc. 0.05% New 5,111 $433K
Beacon Financial Advisory LLC 0.14% Reduce -1.0% 5,107 $433K
DGS Capital Management, LLC 0.11% Add +3.9% 5,106 $433K
Bellevue Asset Management, LLC 0.22% No change 5,100 $432K
Avidian Wealth Enterprises, LLC 0.02% Add +26.8% 5,063 $429K
Jeppson Wealth Management, LLC 0.15% Add +0.0% 5,006 $424K
Biglari Capital Corp. 0.05% Reduce -50.0% 5,000 $424K
Guerra Pan Advisors, LLC 0.30% Reduce -1.8% 4,942 $419K
Highland Capital Management, LLC 0.02% Reduce -2.0% 4,940 $419K
United Capital Financial Advisors, LLC 0.00% Add +1.2% 4,933 $418K
Sentry Investment Management LLC 0.20% Reduce -20.5% 4,903 $416K
Rainey & Randall Wealth Advisors Inc. 0.08% Add +29.7% 4,906 $416K
California First Leasing Corp. 0.17% No change 4,900 $415K
Patriot Financial Group Insurance Agency, LLC 0.06% Add +29.7% 4,873 $413K
Triata Capital Ltd 0.17% — 4,841 $410K
QVT Financial LP 0.04% No change 4,813 $408K
TBH Global Asset Management, LLC 0.10% Add +2.4% 4,795 $407K
ArchPoint Investors 0.13% Reduce -20.4% 4,746 $402K
Sage Investment Counsel LLC 0.52% — 4,734 $401K
EP Wealth Advisors, LLC 0.00% Reduce -5.4% 4,679 $397K
Benjamin Edwards Inc. 0.01% Reduce -2.4% 4,665 $396K
Tweedy, Browne Co LLC 0.03% Reduce -64.1% 4,645 $394K
Sompo Asset Management Co., Ltd. 0.07% Add +32.9% 4,570 $387K
Lion Street Advisors, LLC 0.12% Add +0.8% 4,569 $387K
Dimension Capital Management LLC 0.06% No change 4,567 $387K
American Financial Advisors, LLC 0.05% Reduce -1.1% 4,567 $387K
Seaview Investment Managers LLC 0.11% Add +54.6% 4,534 $384K
Capital Markets Trading UK LLP 0.23% New 4,500 $382K
WP Advisors, LLC 0.13% Reduce -15.1% 4,500 $382K
Harbor Advisors LLC 0.06% Add +50.0% 4,500 $382K
GTS Securities LLC 0.02% Reduce -99.3% 4,475 $379K
Financial Security Advisor, Inc. 0.10% Reduce -3.1% 4,472 $379K
Farther Finance Advisors, LLC 0.01% Reduce -41.2% 4,413 $374K
Verus Capital Partners, LLC 0.04% New 4,386 $372K
Pinnacle Associates Ltd. 0.01% Reduce -10.2% 4,382 $372K
HBK Sorce Advisory LLC 0.01% Reduce -15.3% 4,381 $371K
Summit Trail Advisors, LLC 0.01% Add +0.5% 4,381 $371K
Northstar Group, Inc. 0.06% Add +4.6% 4,350 $369K
ABN AMRO Bank N.V. 0.01% No change 4,389 $368K
Brown Advisory Inc. 0.00% Reduce -75.7% 4,317 $366K
Clay Northam Wealth Management, LLC 0.24% New 4,314 $366K
Penn Mutual Asset Management 0.94% New 4,300 $365K
Strategic Global Advisors, LLC 0.07% Reduce -32.8% 4,296 $364K
Caitong International Asset Management Co., Ltd 0.36% — 4,285 $363K
Palisade Capital Management, LP 0.01% Reduce -9.2% 4,265 $362K
CenterBook Partners LP 0.02% New 4,254 $361K
Clifford Swan Investment Counsel LLC 0.01% No change 4,252 $361K
Capital Group Private Client Services, Inc. 0.00% No change 4,252 $361K
Lester Murray Antman dba SimplyRich 0.10% Add +54.6% 4,252 $360K
Advisors Asset Management, Inc. 0.01% Reduce -3.5% 4,187 $355K
Templeton & Phillips Capital Management, LLC 0.28% Reduce -2.3% 4,175 $354K
Thoroughbred Financial Services, LLC 0.02% No change 4,173 $353K
Elyxium Wealth, LLC 0.21% New 4,163 $353K
Mgo One Seven LLC 0.01% Reduce -0.3% 4,086 $346K
Mandatum Life Insurance Co Ltd 0.10% Reduce -0.4% 4,078 $346K
Deltec Asset Management LLC 0.07% Reduce -42.8% 4,075 $346K
Jacobi Capital Management LLC 0.03% Reduce -10.1% 4,039 $342K
Intrinsic Value Partners, LLC 0.34% Reduce -24.6% 4,023 $341K
TFB Advisors LLC 0.10% Reduce -0.5% 4,001 $339K
Wesbanco Bank Inc. 0.01% No change 3,976 $337K
Kingstone Capital Partners Texas, LLC 0.27% — 3,979 $337K
Prime Capital Investment Advisors, LLC 0.00% Reduce -20.2% 3,970 $337K
Sagespring Wealth Partners, LLC 0.01% — 3,955 $335K
D.A. Davidson & Co. 0.00% Reduce -21.2% 3,949 $335K
Investors Research Corp 0.07% Reduce -3.1% 3,946 $335K
Meitav Investment House Ltd. 0.01% Reduce -97.8% 3,946 $333K
Valeo Financial Advisors, LLC 0.01% Reduce -8.1% 3,915 $332K
Financial Counselors Inc. 0.00% Add +6.7% 3,910 $332K
TrueWealth Financial Partners 0.21% No change 3,907 $331K
Capital Investment Advisory Services, LLC 0.03% Add +3.3% 3,883 $329K
Hedges Asset Management LLC 0.22% Add +2.6% 3,875 $329K
Edmp, Inc. 0.31% No change 3,858 $327K
NTV Asset Management LLC 0.04% Add +8.4% 3,850 $326K
Wedbush Securities Inc. 0.01% Reduce -15.6% 3,832 $325K
HB Wealth Management, LLC 0.00% Reduce -5.9% 3,833 $325K
Sivia Capital Partners, LLC 0.16% Add +3.6% 3,825 $324K
Spire Wealth Management 0.01% Add +4.0% 3,814 $323K
White Knight Strategic Wealth Advisors, LLC 0.14% New 3,806 $323K
Woodstock Corp. 0.03% No change 3,803 $322K
Cable Hill Partners, LLC 0.03% Reduce -8.9% 3,775 $320K
Viewpoint Capital Management LLC 0.17% Add +2.0% 3,749 $318K
Sound Income Strategies, LLC 0.02% Add +180.1% 3,723 $316K
Allworth Financial LP 0.00% Add +1.8% 3,597 $311K
United Advisor Group, LLC 0.06% Reduce -38.5% 3,660 $310K
Regions Financial Corp. 0.00% Add +16.3% 3,621 $307K
Eagle Bay Advisors LLC 0.19% No change 3,586 $304K
Hudson Portfolio Management LLC 0.30% Reduce -5.3% 3,575 $303K
Knights of Columbus Asset Advisors LLC 0.02% Add +7.7% 3,571 $303K
Cobblestone Capital Advisors LLC 0.02% Reduce -2.8% 3,535 $300K
Qtron Investments LLC 0.04% No change 3,514 $298K
Hoertkorn Richard Charles 0.12% Reduce -2.8% 3,509 $298K
Marino, Stram & Associates LLC 0.07% Reduce -0.2% 3,494 $296K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.15% Reduce -0.0% 3,482 $295K
Gallagher Capital Advisors, LLC 0.21% — 3,476 $295K
Sycomore Asset Management 0.04% Reduce -20.0% 2,800 $294K
Thrivent Financial for Lutherans 0.00% Add +1.6% 3,074 $292K
High Net Worth Advisory Group LLC 0.08% No change 3,428 $291K
Brighton Jones LLC 0.01% Add +40.4% 3,411 $289K
Winthrop Advisory Group LLC 0.03% Add +46.0% 3,411 $289K
Chou Associates Management Inc. 0.20% No change 3,400 $288K
KKM Financial LLC 0.12% Reduce -15.0% 3,400 $288K
Cornerstone Wealth Management, LLC 0.02% Reduce -0.3% 3,389 $287K
Kovack Advisors, Inc. 0.03% Add +73.4% 3,354 $284K
Sheaff Brock Investment Advisors, LLC 0.02% No change 3,350 $284K
Legacy Financial Advisors, Inc. 0.05% Reduce -4.7% 3,338 $283K
Welch Group, LLC 0.01% No change 3,340 $281K
Aljian Capital Management, LLC 0.06% Reduce -18.4% 3,294 $279K
Aptus Capital Advisors, LLC 0.00% Add +68.1% 3,270 $277K
Scientech Research LLC 0.08% Reduce -61.0% 3,270 $277K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -10.2% 3,261 $277K
Stratos Wealth Advisors, LLC 0.01% Reduce -3.1% 3,257 $276K
Cooper/Haims Advisors, LLC 0.16% Reduce -2.5% 3,243 $275K
TRUE Private Wealth Advisors 0.03% Add +3.7% 3,239 $275K
Fosun International Ltd 0.09% Add +38.9% 3,230 $274K
Wolverine Asset Management LLC 0.02% New 3,227 $274K
Ashton Thomas Securities, LLC 0.07% Add +4.0% 3,193 $271K
Commerce Bank 0.00% Reduce -7.7% 3,186 $270K
Summit Place Financial Advisors, LLC 0.15% Reduce -29.9% 3,170 $269K
Diversified Trust Co. 0.01% New 3,170 $269K
Level Four Advisory Services, LLC 0.01% Add +18.8% 3,167 $269K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +3.6% 3,134 $266K
Absolute Gestao de Investimentos Ltda. 0.11% Add +4.1% 3,133 $266K
Silver Oak Securities, Incorporated 0.02% New 3,146 $265K
IvyRock Asset Management (HK) Ltd 0.12% No change 3,100 $263K
Mizuho Securities Co. Ltd. 3.94% No change 3,100 $261K
Whitaker-Myers Wealth Managers, LTD. 0.08% New 3,075 $261K
Stonehaven Wealth & Tax Solutions, LLC 0.28% — 3,070 $260K
Millstone Evans Group, LLC 0.18% — 3,047 $258K
Integrity Wealth Advisors, Inc. 0.19% — 3,046 $258K
Portman Square Capital LLP 0.24% New 3,041 $258K
FLC Capital Advisors 0.06% New 3,007 $255K
Howard Financial Services, LTD. 0.03% No change 3,006 $255K
Portside Wealth Group, LLC 0.04% Add +2.3% 3,004 $255K
Glaxis Capital Management, LLC 0.70% New 3,000 $254K
First Heartland Consultants, Inc. 0.03% Reduce -12.3% 2,987 $253K
Yakira Capital Management, Inc. 0.10% No change 2,975 $252K
Campbell & CO Investment Adviser LLC 0.02% New 2,952 $250K
Moors & Cabot, Inc. 0.01% Add +0.7% 2,949 $250K
Focused Wealth Management, Inc 0.03% Add +31.4% 2,938 $249K
AdvisorNet Financial, Inc 0.02% Add +99.3% 2,931 $248K
Money Concepts Capital Corp. 0.02% Reduce -3.5% 2,919 $248K
Shelton Capital Management 0.01% Add +1.6% 2,918 $247K
Douglass Winthrop Advisors, LLC 0.00% Reduce -6.5% 2,900 $246K
Baker Tilly Wealth Management, LLC 0.10% Add +4.1% 2,899 $246K
Endowment Wealth Management, Inc. 0.16% Reduce -0.8% 2,890 $245K
First Wilshire Securities Management Inc. 0.07% No change 2,890 $245K
Independent Wealth Network Inc. 0.10% Reduce -0.2% 2,887 $245K
X-Square Capital, LLC 0.10% No change 2,881 $244K
Larson Financial Group LLC 0.01% Add +2.9% 2,875 $244K
Perennial Investment Advisors, LLC 0.03% New 2,866 $243K
Tucker Asset Management LLC 0.06% Add +1112.7% 2,862 $243K
Traphagen Investment Advisors LLC 0.02% Reduce -5.0% 2,849 $242K
Accredited Investors Inc. 0.01% Add +0.1% 2,832 $240K
Lindbrook Capital, LLC 0.02% Add +3.7% 2,829 $240K
Wedmont Private Capital 0.01% Add +7.4% 2,974 $240K
Commerzbank Aktiengesellschaft 0.01% No change 2,815 $239K
Element Pointe Advisors, LLC 0.06% No change 2,802 $238K
Lighthouse Financial LLC 0.19% — 2,800 $237K
Westover Capital Advisors, LLC 0.05% No change 2,800 $237K
Jaffetilchin Investment Partners, LLC 0.02% Add +6.5% 2,795 $237K
Kingswood Wealth Advisors, LLC 0.02% New 2,768 $235K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 2,739 $232K
Wealthspire Advisors, LLC 0.00% Reduce -4.7% 2,736 $232K
Xponance LLC 0.00% Add +4.5% 2,709 $230K
ING Groep NV 0.00% New 2,674 $227K
Riversedge Advisors, LLC 0.05% Add +41.0% 2,664 $226K
Marcum Wealth, LLC 0.02% Add +2.0% 2,659 $225K
Old National Bancorp 0.01% New 2,653 $225K
Balentine LLC 0.01% New 2,649 $225K
Interchange Capital Partners, LLC 0.08% Reduce -19.2% 2,647 $224K
Simon Quick Advisors, LLC 0.01% New 2,625 $223K
Pavion Blue Capital, LLC 0.10% Add +8.8% 2,610 $221K
Modern Wealth Management, LLC 0.01% Reduce -20.1% 2,603 $221K
Huntington National Bank 0.00% Add +24.0% 2,602 $221K
Tyler-Stone Wealth Management 0.04% Reduce -8.8% 2,598 $220K
Elkhorn Partners Limited Partnership 0.14% Reduce -7.1% 2,600 $220K
Chicago Partners Investment Group LLC 0.01% Add +8.2% 2,628 $220K
Meriwether Wealth & Planning, LLC 0.16% — 2,591 $220K
Jefferies Financial Group Inc. 0.00% Reduce -93.2% 2,583 $219K
Arax Advisory Partners 0.01% Add +2459.0% 2,559 $217K
Glenmede Trust Co. NA 0.00% Add +4.4% 2,555 $217K
Harbour Investments, Inc. 0.01% Reduce -26.0% 2,554 $217K
Byrne Asset Management LLC 0.18% Add +28.8% 2,547 $216K
Empowered Funds, LLC 0.00% New 2,540 $215K
Tower Research Capital LLC (TRC) 0.00% Reduce -92.3% 2,534 $215K
Hamilton Capital, LLC 0.02% Add +2.8% 2,531 $215K
CoreCap Advisors, LLC 0.01% Add +87.1% 2,530 $215K
Traveka Wealth, LLC 0.12% Add +4.0% 2,529 $214K
Retireful, LLC 0.12% New 2,522 $214K
Hilltop Holdings Inc. 0.01% Reduce -16.2% 2,514 $213K
Synergy Asset Management, LLC 0.02% New 2,508 $213K
TD Asset Management Inc 0.00% New 2,507 $213K
Cladis Investment Advisory, LLC 0.15% Reduce -60.8% 2,500 $212K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -74.0% 2,481 $210K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -28.1% 2,479 $210K
Roman Butler Fullerton & Co. 0.07% New 2,335 $210K
Community Bank & Trust, Waco, Texas 0.05% Reduce -0.9% 2,461 $209K
Moloney Securities Asset Management, LLC 0.03% New 2,451 $208K
Coldstream Capital Management Inc. 0.00% Reduce -15.2% 2,446 $207K
Salem Investment Counselors Inc. 0.01% Reduce -34.4% 2,440 $207K
Confluence Investment Management LLC 0.00% Add +20.5% 2,425 $206K
Berkeley Capital Partners, LLC 0.06% Reduce -14.0% 2,408 $204K
Personal Cfo Solutions, LLC 0.04% Add +0.8% 2,393 $203K
Mondrian Investment Partners LTD 0.00% Add +4.8% 2,051 $203K
LaSalle St. Investment Advisors, LLC 0.06% Add +0.4% 2,377 $201K
City Holding Co. 0.03% No change 2,350 $199K
Clearstead Advisors, LLC 0.00% Add +31.8% 2,183 $185K
Bfsg, LLC 0.02% Reduce -19.5% 2,144 $182K
Harbor Investment Advisory, LLC 0.02% Reduce -0.7% 67,121 $180K
Centaurus Financial, Inc. 0.01% Add +3.3% 2,033 $172K
Nkcfo LLC 0.07% Reduce -77.0% 2,000 $170K
Rialto Wealth Management, LLC 0.06% — 2,000 $170K
Venturi Wealth Management, LLC 0.01% Reduce -8.0% 1,979 $168K
EverSource Wealth Advisors, LLC 0.01% Reduce -32.4% 1,923 $163K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 1,750 $148K
Aventura Private Wealth, LLC 0.08% — 1,726 $146K
Rothschild Investment LLC 0.01% Add +1504.7% 1,717 $146K
LRI Investments, LLC 0.01% Add +19.9% 1,712 $145K
Garde Capital, Inc. 0.01% Add +45.5% 1,696 $144K
Chesapeake Asset Management LLC 0.13% Reduce -14.2% 1,689 $143K
Icon Wealth Advisors, LLC 0.01% Reduce -0.3% 1,656 $140K
Bogart Wealth, LLC 0.01% Add +40.7% 1,525 $129K
Cape Investment Advisory, Inc. 0.05% Add +2.6% 1,516 $129K
Paladin Advisory Group, LLC 0.10% Reduce -77.4% 1,512 $128K
Accent Capital Management, LLC 0.07% No change 1,500 $127K
Optiver Holding B.V. 0.00% New 1,474 $124K
North Star Investment Management Corp. 0.01% No change 1,413 $120K
HHM Wealth Advisors, LLC 0.02% No change 1,354 $115K
WR Wealth Planners, LLC 0.04% Reduce -58.3% 1,351 $115K
Private Trust Co. NA 0.01% Reduce -60.3% 1,325 $112K
Transamerica Financial Advisors, LLC 0.01% Reduce -9.7% 1,172 $100K
Financial Perspectives, Inc 0.03% Add +4.5% 1,131 $96K
Stephens Consulting, LLC 0.02% Reduce -72.6% 1,131 $96K
GeoWealth Management, LLC 0.00% Add +119.1% 1,126 $95K
Elequin Capital, LP 0.01% Reduce -27.3% 1,125 $95K
Banque Transatlantique SA 0.00% — 1,100 $93K
Sit Investment Associates Inc. 0.00% Reduce -44.9% 1,075 $91K
Brooklyn Investment Group 0.03% New 1,026 $87K
Webster Bank, N. A. 0.01% No change 1,023 $87K
Fortitude Family Office, LLC 0.03% Reduce -0.5% 1,000 $85K
Gladstone Capital Management LLP 0.01% Reduce -99.8% 1,000 $85K
FNY Investment Advisers, LLC 0.04% Reduce -94.4% 1,000 $84K
J.Safra Asset Management Corp 0.01% Add +42.4% 997 $84K
Van Hulzen Asset Management, LLC 0.01% New 985 $84K
Granite FO LLC 0.05% No change 976 $83K
Modus Advisors, LLC 0.03% New 967 $82K
Nisa Investment Advisors, LLC 0.00% No change 950 $81K
Winthrop Capital Management, LLC 0.02% Reduce -21.2% 939 $79K
Wolff Wiese Magana LLC 0.05% Reduce -17.8% 921 $78K
Banque de Luxembourg S.A. 0.04% — 905 $77K
UMB Bank, n.a. 0.00% Reduce -78.3% 905 $77K
Wilmington Savings Fund Society, FSB 0.00% Add +5.6% 882 $75K
SOA Wealth Advisors, LLC. 0.01% Reduce -48.0% 881 $75K
Empirical Asset Management, LLC 0.02% New 50,485 $74K
Tidemark, LLC 0.03% Add +0.1% 847 $72K
Bessemer Group Inc. 0.00% Reduce -85.3% 821 $70K
WealthCollab, LLC 0.04% No change 778 $66K
Whittier Trust Co. 0.00% No change 747 $63K
Activest Wealth Management 0.02% Reduce -15.2% 745 $63K
JFS Wealth Advisors, LLC 0.00% Add +39.5% 727 $62K
Golden State Wealth Management, LLC 0.01% — 712 $60K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -37.8% 709 $60K
Medallion Wealth Advisors, LLC 0.03% — 535 $60K
NFSG Corp 0.02% Reduce -83.8% 698 $59K
Global Wealth Strategies & Associates 0.02% No change 678 $57K
Sandy Spring Bank 0.00% Reduce -4.4% 677 $57K
HighMark Wealth Management LLC 0.03% Reduce -61.7% 660 $56K
Kieckhefer Group LLC 0.03% — 652 $55K
Brown Shipley& Co Ltd 0.03% Add +279.1% 652 $55K
Vision Financial Markets LLC 0.06% — 650 $55K
Redwood Park Advisors LLC 0.04% — 618 $52K
Pacific Center for Financial Services 0.01% No change 611 $52K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -3.6% 610 $52K
Atlas Capital Advisors Inc. 0.01% No change 609 $52K
Manchester Capital Management LLC 0.01% No change 575 $49K
Advisors Preferred, LLC 0.01% Reduce -42.0% 550 $47K
Strategic Investment Solutions, Inc. 0.02% Add +59.0% 539 $46K
Ancora Advisors LLC 0.00% No change 518 $44K
Evelyn Partners Investment Management LLP 0.00% — 510 $43K
GHP Investment Advisors, Inc. 0.00% No change 500 $42K
Capital Analysts, LLC 0.00% Reduce -53.1% 500 $42K
Farmers & Merchants Investments Inc. 0.00% No change 487 $41K
Park Place Capital Corp 0.01% Add +3.7% 482 $41K
Bear Mountain Capital, Inc. 0.02% Reduce -14.5% 460 $40K
Hemington Wealth Management 0.01% No change 466 $39K
Carolinas Wealth Consulting LLC 0.01% No change 438 $37K
Cary Street Partners Investment Advisory LLC 0.02% New 435 $37K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -61.2% 428 $36K
Nemes Rush Group LLC 0.00% Add +755.3% 402 $34K
Future Financial Wealth Managment LLC 0.02% Reduce -66.0% 400 $34K
Pinnacle Bancorp, Inc. 0.01% Reduce -9.3% 388 $33K
Guinness Asset Management LTD 0.00% No change 380 $32K
GPS Wealth Strategies Group, LLC 0.00% Reduce -28.6% 375 $32K
Sierra Ocean, LLC 0.03% — 373 $32K
Decker Retirement Planning Inc. 0.02% — 367 $31K
Physician Wealth Advisors, Inc. 0.01% New 357 $30K
Evelyn Partners Investment Management Services Ltd 0.01% — 358 $30K
Highline Wealth Partners LLC 0.01% Add +0.6% 345 $29K
Concourse Financial Group Securities, Inc. 0.00% Reduce -42.6% 303 $26K
IAG Wealth Partners, LLC 0.00% Reduce -3.1% 308 $26K
First Community Trust NA 0.02% No change 300 $25K
Optimum Investment Advisors 0.01% No change 295 $25K
Glen Eagle Advisors, LLC 0.00% Reduce -2.6% 295 $25K
Washington Trust Advisors, Inc. 0.00% Reduce -1.4% 286 $24K
PSI Advisors, LLC 0.01% Reduce -44.0% 276 $23K
Smartleaf Asset Management LLC 0.00% Reduce -53.8% 269 $23K
Montag A & Associates Inc. 0.00% Reduce -7.8% 261 $22K
Richardson Financial Services Inc. 0.02% New 256 $22K
Accredited Wealth Management, LLC 0.02% — 250 $21K
Winch Advisory Services, LLC 0.01% Add +58.1% 245 $21K
HM Payson & Co. 0.00% Reduce -70.3% 240 $20K
Consultiva Wealth Management, Corp. 0.10% New 240 $20K
Beacon Capital Management, LLC 0.00% No change 237 $20K
Tsfg, LLC 0.00% Reduce -12.7% 233 $20K
Ransom Advisory, Ltd 0.01% Reduce -39.0% 235 $20K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 233 $20K
Turim 21 Investimentos Ltda. 0.00% No change 190 $19K
Provenance Wealth Advisors, LLC 0.00% No change 221 $19K
Asset Dedication, LLC 0.00% Reduce -35.0% 214 $18K
Tradewinds Capital Management, LLC 0.00% New 213 $18K
Creative Financial Designs Inc. 0.00% Reduce -45.8% 207 $18K
Kestra Investment Management, LLC 0.00% New 201 $17K
Measured Risk Portfolios, Inc. 0.02% — 200 $17K
Aspetuck Financial Management LLC 0.01% — 200 $17K
Fourth Dimension Wealth, LLC 0.01% — 200 $17K
Summit Securities Group LLC 0.01% No change 200 $17K
Ulland Investment Advisors, LLC 0.01% No change 185 $16K
TD Private Client Wealth LLC 0.00% New 187 $16K
JNBA Financial Advisors 0.00% No change 185 $16K
Archer Investment Corp 0.00% No change 183 $16K
Mather Group, Llc. 0.00% No change 177 $15K
Park Square Financial Group, LLC 0.01% — 175 $15K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 162 $15K
Key Financial Inc 0.00% Reduce -2.9% 165 $14K
Financial Management Professionals, Inc. 0.00% No change 165 $14K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -71.2% 162 $14K
Addison Advisors LLC 0.00% No change 160 $14K
Hilltop National Bank 0.00% No change 158 $13K
Bank & Trust Co 0.01% No change 153 $13K
Bernard Wealth Management Corp. 0.01% — 150 $13K
Atticus Wealth Management, LLC 0.00% No change 150 $13K
First Command Advisory Services, Inc. 0.00% No change 150 $13K
Center for Financial Planning, Inc. 0.00% Add +3.5% 147 $12K
GAMMA Investing LLC 0.00% No change 147 $12K
Whittier Trust Co. of Nevada Inc. 0.00% Add +61.1% 145 $12K
Capital A Wealth Management, LLC 0.02% — 139 $12K
Evermay Wealth Management LLC 0.00% No change 139 $12K
Criterion Capital Advisors, LLC 0.01% No change 163 $12K
New Wave Wealth Advisors LLC 0.00% New 135 $11K
Bartlett & Co. Wealth Management LLC 0.00% No change 130 $11K
Strengthening Families & Communities, LLC 0.01% Reduce -62.6% 126 $11K
New England Capital Financial Advisors LLC 0.01% No change 128 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 125 $11K
REAP Financial Group, LLC 0.00% No change 123 $10K
Nordwand Advisors, LLC 0.00% No change 120 $10K
AllSquare Wealth Management LLC 0.01% No change 115 $10K
JDM Financial Group LLC 0.00% No change 110 $9K
Creative Capital Management Investments LLC 0.00% New 110 $9K
VSM Wealth Advisory, LLC 0.00% — 110 $9K
Cullen/Frost Bankers, Inc. 0.00% Reduce -1.8% 110 $9K
Glass Jacobson Investment Advisors llc 0.00% Add +275.9% 109 $9K
New Millennium Group LLC 0.01% No change 104 $9K
TD Capital Management LLC 0.00% Reduce -49.8% 104 $9K
Coppell Advisory Solutions LLC 0.00% Add +1960.0% 103 $9K
Minot DeBlois Advisors LLC 0.01% — 100 $8K
Whipplewood Advisors, LLC 0.00% — 100 $8K
Legacy Bridge, LLC 0.00% No change 100 $8K
Miller Wealth Advisors, LLC 0.00% No change 100 $8K
Gables Capital Management Inc. 0.00% No change 100 $8K
Barrett & Company, Inc. 0.00% No change 100 $8K
Morton Brown Family Wealth, LLC 0.00% Add +100.0% 100 $8K
Old Second National Bank of Aurora 0.00% New 100 $8K
Belmont Capital, LLC 0.00% No change 100 $8K
Kohmann Bosshard Financial Services, LLC 0.00% New 100 $8K
Anchor Investment Management, LLC 0.00% No change 100 $8K
Kimelman & Baird, LLC 0.00% New 100 $8K
Rise Advisors, LLC 0.00% Reduce -38.0% 98 $8K
Hurley Capital, LLC 0.01% — 96 $8K
Concord Wealth Partners 0.00% Reduce -62.4% 96 $8K
Hall Laurie J Trustee 0.00% No change 100 $8K
Valley National Advisers Inc. 0.00% Reduce -6.2% 106 $8K
SWAN Capital LLC 0.00% No change 94 $8K
Indiana Trust & Investment Management Co 0.00% No change 93 $8K
High Note Wealth, LLC 0.00% New 92 $8K
Vega Investment Solutions 0.01% — 92 $8K
Bell Investment Advisors, Inc 0.00% Reduce -9.8% 92 $8K
Valley Wealth Managers, Inc. 0.00% No change 90 $8K
Transce3nd, LLC 0.00% — 86 $7K
Mechanics Financial Corp 0.00% No change 85 $7K
Trust Co. of Vermont 0.00% New 85 $7K
Islay Capital Management, LLC 0.00% No change 75 $6K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 75 $6K
Richards, Merrill & Peterson, Inc. 0.00% — 75 $6K
Ameliora Wealth Management Ltd. 0.00% No change 75 $6K
Painted Porch Advisors LLC 0.00% Reduce -5.3% 71 $6K
GS Investments, Inc. 0.00% No change 70 $6K
Oakworth Capital, Inc. 0.00% No change 64 $5K
SouthState Bank Corp 0.00% Add +26.0% 63 $5K
Oarsman Capital, Inc. 0.00% Reduce -11.4% 62 $5K
Pacifica Partners Inc. 0.00% Reduce -31.0% 60 $5K
American Capital Advisory, LLC 0.00% Reduce -96.6% 60 $5K
Continuum Advisory, LLC 0.00% No change 59 $5K
Darwin Wealth Management, LLC 0.00% Reduce -4.9% 58 $5K
Stonebridge Financial Group, LLC 0.00% — 58 $5K
NewSquare Capital LLC 0.00% New 56 $5K
Cornerstone Planning Group LLC 0.00% Add +25.0% 50 $5K
Lee Danner & Bass Inc. 0.00% New 53 $4K
Plante Moran Financial Advisors, LLC 0.00% New 52 $4K
Graney & King, LLC 0.00% — 52 $4K
Colonial Trust Advisors 0.00% Reduce -32.9% 51 $4K
WPG Advisers, LLC 0.00% — 50 $4K
Private Wealth Management Group, LLC 0.00% No change 50 $4K
Towne Trust Company, N.A 0.00% No change 50 $4K
Laurel Wealth Advisors LLC 0.00% New 50 $4K
Evelyn Partners Investment Management (Europe) Ltd 0.00% — 50 $4K
Raffa Wealth Management, LLC 0.00% No change 48 $4K
Sachetta, LLC 0.00% No change 44 $4K
YANKCOM Partnership 0.00% — 43 $4K
Catherine Avery Investment Management LLC 0.00% — 40 $3K
Lowe Wealth Advisors, LLC 0.00% No change 40 $3K
Peoples Bank 0.00% No change 40 $3K
Davis Capital Management 0.00% No change 36 $3K
CGC Financial Services, LLC 0.00% No change 35 $3K
Financial Network Wealth Advisors LLC 0.01% Reduce -44.1% 33 $3K
Spectrum Wealth Counsel, LLC 0.00% Add +34.8% 31 $3K
West Branch Capital LLC 0.00% Reduce -70.0% 30 $3K
Hartford Financial Management Inc. 0.00% No change 30 $3K
Bellwether Advisors, LLC 0.00% New 30 $3K
Delta Asset Management LLC 0.00% No change 30 $3K
CENTRAL TRUST Co 0.00% Reduce -96.7% 30 $3K
ORG Partners LLC 0.00% Reduce -94.3% 30 $3K
Cypress Capital Management LLC (WY) 0.00% No change 28 $2K
Fortis Group Advisors, LLC 0.00% No change 27 $2K
Northwest Capital Management Inc 0.00% No change 26 $2K
Mark Sheptoff Financial Planning, LLC 0.00% No change 25 $2K
Abound Wealth Management 0.00% Reduce -10.7% 25 $2K
Salomon & Ludwin, LLC 0.00% No change 25 $2K
Hollencrest Capital Management 0.00% No change 25 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -95.6% 28 $2K
Wood Tarver Financial Group, LLC 0.00% — 25 $2K
Wiser Advisor Group LLC 0.00% No change 23 $2K
Friedenthal Financial 0.00% New 20 $2K
Main Street Group, LTD 0.00% No change 20 $2K
Global Financial Private Client, LLC 0.00% No change 20 $2K
First Financial Corp. 0.00% No change 19 $2K
Parkside Financial Bank & Trust 0.00% New 18 $2K
Christopher J. Hasenberg, Inc 0.00% No change 17 $1K
FSA Wealth Management LLC 0.00% No change 14 $1K
Carolina Wealth Advisors, LLC 0.00% Reduce -56.7% 13 $1K
Hazlett, Burt & Watson, Inc. 0.00% New 10 $1K
Ameriflex Group, Inc. 0.00% — 10 $988
Cedar Mountain Advisors, LLC 0.00% No change 11 $933
Caitlin John, LLC 0.00% No change 10 $848
Cranbrook Wealth Management, LLC 0.00% No change 10 $848
Cherry Tree Wealth Management, LLC 0.00% No change 10 $848
Atwood & Palmer Inc. 0.00% No change 10 $848
TFC Financial Management, Inc. 0.00% No change 10 $848
St Germain D J Co. Inc. 0.00% No change 10 $848
Frazier Financial Advisors, LLC 0.00% Reduce -87.5% 9 $783
Crewe Advisors LLC 0.00% Reduce -91.9% 9 $764
Centricity Wealth Management, LLC 0.00% — 8 $678
1620 Investment Advisors, Inc. 0.00% No change 8 $678
Lanark Financial, Inc. 0.06% — 7 $657
IMG Wealth Management, Inc. 0.00% — 7 $594
West Paces Advisors Inc. 0.00% No change 7 $594
Colonial Trust Co / SC 0.00% Reduce -94.0% 6 $542
Cassady Schiller Wealth Management, LLC 0.00% New 6 $509
Eastern Bank 0.00% No change 6 $509
MPWM Advisory Solutions, LLC 0.00% — 6 $508
Copia Wealth Management 0.00% — 5 $424
POM Investment Strategies, LLC 0.00% No change 5 $424
Fairman Group, LLC 0.00% No change 5 $424
Financial Gravity Companies, Inc. 0.00% New 5 $424
Mountain Hill Investment Partners Corp. 0.00% — 5 $422
Prudent Man Investment Management, Inc. 0.00% — 4 $340
Denver PWM, LLC 0.00% New 4 $340
Lam Group, Inc. 0.00% No change 4 $339
Country Trust Bank 0.00% Reduce -85.7% 4 $339
Pension & Wealth Management Advisors, Inc. 0.00% No change 3 $263
Innovative Advisory Group, LLC 0.00% — 3 $254
Curio Wealth, LLC 0.00% — 3 $254
Financial Life Planners 0.00% — 2 $176
Kozak & Associates, Inc. 0.00% No change 2 $171
SJS Investment Consulting Inc. 0.00% No change 2 $170
Clark Wealth Partners 0.00% — 1 $85
Toth Financial Advisory Corp. 0.00% Reduce -99.6% 1 $85

"% of holder's portfolio" is BABA's weight in each manager's 13F, not the share of Alibaba Group Holding-SP ADR the manager owns.