Bloom Energy Corp. Class ABE

13F holders, Q1 2026 (March 31)
984holders +185
269new positions
89sold out
11famous investors
$134.97avg. 13F price*

At the end of Q1 2026, 984 institutions reported holding Bloom Energy Corp. Class A (BE) in their 13F filings, up 185 from Q4 2025. 269 opened new positions and 89 sold out. The largest holders were BlackRock, Inc. ($3.4B), Ameriprise Financial Inc. ($3.1B) and Vanguard Portfolio Management LLC ($1.7B). 11 famous investors held it, including Leopold Aschenbrenner (22.8% of Situational Awareness's portfolio), Alex Sacerdote (2.9% of Whale Rock Capital Management's portfolio) and Stanley Druckenmiller (0.6% of Duquesne Family Office's portfolio).

Company
Bloom Energy Corp. Class A
Sector
Energy
CUSIP
093712107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 291Q1 2024Q2 2024: 315Q2 2024Q3 2024: 316Q3 2024Q4 2024: 370Q4 2024Q1 2025: 369Q1 2025Q2 2025: 386Q2 2025Q3 2025: 600Q3 2025Q4 2025: 799Q4 2025Q1 2026: 984Q1 2026Q2 2026: 1,284Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions269$1.1B
Exits89$297.3M

All 13F filers, Q4 2025 → Q1 2026: 36,215,310 shares bought and 36,571,532 shares sold, net −356,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 984 holders

BlackRock, Inc. 0.06% Add +3.7% 25,060,806 $3.4B
Ameriprise Financial Inc. 0.72% Reduce -20.1% 22,889,027 $3.1B
Vanguard Portfolio Management LLC 0.09% — 12,829,781 $1.7B
Vanguard Capital Management LLC 0.04% — 11,796,818 $1.6B
Goldman Sachs Group Inc. 0.16% Add +350.1% 9,120,513 $1.2B
Morgan Stanley 0.06% Reduce -18.3% 7,644,234 $1.0B
Situational Awareness 22.79% Reduce -35.6% 6,485,408 $878.7M
State Street Corp. 0.03% Add +7.3% 6,473,617 $877.1M
Geode Capital Management, LLC 0.05% Add +12.7% 5,947,076 $810.6M
Jane Street Group, LLC 0.72% Add +1.9% 4,922,291 $666.9M
Value Aligned Research Advisors, LLC 7.36% Add +31.9% 4,584,731 $621.2M
Graticule Asia Macro Advisors LLC 94.89% Reduce -4.5% 4,543,205 $615.6M
D. E. Shaw & Co. 0.48% Reduce -52.2% 4,209,457 $570.3M
Two Sigma Investments, LP 0.41% Add +83.1% 3,547,838 $480.7M
Franklin Resources Inc. 0.09% Add +46.6% 2,756,004 $373.4M
FMR LLC 0.02% Add +29.5% 2,751,237 $372.8M
Jennison Associates LLC 0.25% Add +20074.4% 2,687,029 $364.1M
Fuller & Thaler Asset Management, Inc. 1.05% Reduce -16.1% 2,299,320 $311.5M
Northern Trust Corp. 0.04% Add +9.2% 2,229,887 $302.1M
Bank of America Corp. 0.02% Add +6.1% 2,211,880 $299.7M
T. Rowe Price Associates Inc. 0.03% Add +85.1% 2,166,049 $293.5M
Wellington Management Group LLP 0.05% Reduce -12.2% 2,073,606 $281.0M
Charles Schwab Investment Management Inc. 0.04% Add +12.0% 2,065,526 $279.9M
BNP Paribas Financial Markets 0.17% Reduce -22.1% 1,923,353 $260.6M
UBS Group AG 0.05% Reduce -29.0% 1,906,671 $258.3M
Capital World Investors 0.03% Add +4.9% 1,838,834 $249.1M
Sands Capital Management, LLC 0.95% New 1,779,038 $241.0M
Vanguard Fiduciary Trust Co. 0.06% — 1,768,560 $239.6M
Invesco Ltd. 0.02% Reduce -8.6% 1,684,201 $228.2M
Whale Rock Capital Management 2.89% Add +23.4% 1,653,788 $224.1M
Hood River Capital Management LLC 2.14% Add +1.3% 1,576,258 $213.6M
JPMorgan Chase & Co. 0.01% Add +92.4% 1,720,723 $205.6M
Nuveen, LLC 0.05% Reduce -0.3% 1,452,961 $196.9M
Bank of New York Mellon Corp 0.03% Reduce -29.2% 1,380,367 $187.0M
Clearbridge Investments, LLC 0.16% Reduce -21.6% 1,377,248 $186.6M
Wells Fargo & Company 0.04% Add +95.5% 1,353,938 $183.4M
Alliancebernstein L.P. 0.05% Reduce -10.0% 1,922,243 $167.0M
Westfield Capital Management Co. LP 0.68% Add +4.0% 1,191,572 $161.4M
Raymond James Financial Inc. 0.05% Reduce -7.3% 1,176,848 $157.0M
Handelsbanken Fonder AB 0.51% Reduce -9.0% 1,127,149 $152.7M
Elemental Capital Partners LLC 63.89% Reduce -5.6% 1,107,420 $150.0M
Neuberger Berman Group LLC 0.11% Reduce -17.8% 1,100,997 $148.6M
Marshall Wace, LLP 0.15% Add +630.7% 1,031,636 $139.8M
Trivest Advisors Ltd 9.56% Reduce -12.9% 980,000 $132.8M
Deutsche Bank AG 0.04% Add +5.2% 970,228 $131.5M
Lord, Abbett & Co. LLC 0.41% Add +341.1% 889,918 $120.6M
Bank of Montreal 0.05% Add +7.4% 877,880 $118.9M
Driehaus Capital Management LLC 0.85% Add +64.9% 849,801 $115.1M
Polar Capital Holdings Plc 0.45% Reduce -12.8% 764,863 $103.6M
Voya Investment Management LLC 0.12% Reduce -0.6% 764,325 $103.6M
Amundi 0.03% Reduce -75.9% 759,960 $103.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +3.3% 744,414 $100.9M
Royal Bank of Canada 0.02% Add +19.1% 739,239 $100.2M
AustralianSuper Pty Ltd 0.51% New 722,169 $97.8M
Voloridge Investment Management, LLC 0.37% Add +57.1% 678,391 $91.9M
Massachusetts Financial Services Co. 0.03% Reduce -16.2% 670,985 $90.9M
Clear Street Group Inc. 0.51% Add +69.3% 667,984 $90.5M
Swiss National Bank 0.05% Add +8.2% 659,400 $89.3M
Legal & General Group Plc 0.02% Reduce -0.7% 648,596 $87.9M
DekaBank Deutsche Girozentrale 0.14% No change 643,397 $83.7M
Artisan Partners Limited Partnership 0.13% Add +13.2% 605,477 $82.0M
Bessemer Group Inc. 0.13% Add +228.0% 587,947 $79.7M
Tremblant Capital Group 2.38% Add +17.2% 545,184 $73.9M
Emerald Advisers, LLC 2.32% Reduce -3.1% 541,787 $73.4M
Renaissance Technologies 0.11% Add +106.0% 535,900 $72.6M
Toronto Dominion Bank 0.14% Add +49.1% 528,523 $71.6M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +7.8% 517,286 $70.1M
Stephens Investment Management Group LLC 0.92% Reduce -0.5% 497,450 $67.4M
Capital Fund Management S.A. 0.59% Add +524.3% 490,436 $66.4M
Susquehanna International Group, LLP 0.08% Reduce -28.7% 483,248 $65.5M
National Pension Service 0.05% Add +37.0% 482,644 $65.4M
Dimensional Fund Advisors LP 0.01% Reduce -11.7% 459,266 $62.1M
Allspring Global Investments Holdings, LLC 0.10% Reduce -12.0% 454,532 $60.2M
Champlain Investment Partners, LLC 0.73% New 424,657 $57.5M
Mirae Asset Global Investments Co., Ltd. 0.16% Add +7.0% 424,377 $57.5M
First Trust Advisors LP 0.04% Reduce -18.7% 423,697 $57.4M
California Public Employees Retirement System 0.03% Add +6.1% 403,159 $54.6M
HSBC Holdings PLC 0.03% Add +18.8% 406,537 $54.4M
Federated Hermes, Inc. 0.09% Add +30.4% 398,582 $54.0M
Artemis Investment Management LLP 0.57% Reduce -2.7% 395,058 $53.5M
Millennium Management 0.04% Add +24.4% 387,161 $52.5M
Barclays PLC 0.02% Reduce -38.7% 384,815 $52.1M
LPL Financial LLC 0.01% Add +48.1% 380,715 $51.6M
Holocene Advisors, LP 0.12% New 380,000 $51.5M
Sei Investments Co. 0.05% Add +28.7% 365,975 $49.6M
Temasek Holdings (Private) Ltd 0.16% New 359,354 $48.7M
Emerald Mutual Fund Advisers Trust 2.31% Add +0.2% 352,178 $47.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -27.5% 348,457 $46.8M
Citadel Advisors 0.03% Reduce -63.3% 329,230 $44.6M
Man Group plc 0.09% Add +28.3% 327,291 $44.3M
Hudson Bay Capital Management LP 0.29% New 321,266 $43.5M
Rhumbline Advisers 0.04% Add +1.3% 318,274 $43.1M
William Blair Investment Management, LLC 0.14% Reduce -8.8% 317,721 $43.0M
Chicago Capital, LLC 1.14% Reduce -1.4% 312,771 $42.4M
California State Teachers Retirement System 0.04% Reduce -2.4% 310,859 $42.1M
Nomura Asset Management International Inc. 0.07% Reduce -12.2% 309,736 $42.0M
Tidal Investments LLC 0.13% Add +130.3% 307,415 $41.7M
MKP Capital Management, L.L.C. 1.37% New 307,000 $41.6M
Citigroup Inc. 0.03% Add +27.6% 302,273 $41.0M
Allianz Asset Management GmbH 0.05% Add +1773.7% 296,118 $40.1M
TimesSquare Capital Management, LLC 0.66% Reduce -14.7% 287,299 $38.9M
Baird Financial Group, Inc. 0.06% Reduce -14.1% 279,293 $37.8M
Soma Equity Partners LP 2.76% New 276,593 $37.5M
DigitalBridge Group, Inc. 2.26% Reduce -4.8% 262,250 $35.5M
Robeco Schweiz AG 0.75% New 261,101 $35.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +0.2% 256,452 $34.7M
BIT Capital GmbH 1.92% New 254,089 $34.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +12.6% 253,191 $34.3M
Schonfeld Strategic Advisors LLC 0.28% Reduce -30.6% 250,000 $33.9M
Stifel Financial Corp. 0.03% Add +38.0% 243,843 $33.0M
Storebrand Asset Management As 0.09% Add +19.9% 241,061 $32.7M
Avalon Trust Co 2.18% Reduce -34.1% 233,720 $31.7M
Pictet Asset Management Holding SA 0.03% Reduce -13.2% 226,316 $30.6M
Ensign Peak Advisors, Inc 0.05% Add +38.3% 209,427 $28.4M
Pinnacle Associates Ltd. 0.36% Reduce -11.3% 209,349 $28.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +15.7% 208,410 $28.2M
Walleye Capital LLC 0.19% Add +70.5% 207,010 $28.0M
Flight Deck Capital, LP 20.23% Reduce -24.2% 205,276 $27.8M
Russell Investments Group, Ltd. 0.03% Add +96.3% 202,060 $27.2M
Aviva PLC 0.04% Add +3.4% 184,094 $24.9M
SG Americas Securities, LLC 0.03% Reduce -72.4% 182,226 $24.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +35.0% 181,264 $24.6M
Envestnet Asset Management Inc. 0.01% Add +37.5% 180,827 $24.5M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Reduce -40.4% 179,158 $24.3M
AQR Capital Management 0.01% Add +44.1% 184,657 $23.9M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.83% Add +16.1% 174,200 $23.6M
Creative Planning 0.02% Add +29.4% 171,286 $23.2M
TCW Group Inc. 0.17% Add +27.6% 171,114 $23.2M
Peapack Gladstone Financial Corp. 0.28% Reduce -15.5% 163,349 $22.1M
American Century Companies Inc. 0.01% Add +17.5% 160,304 $21.7M
Wellington Shields Capital Management, LLC 3.25% Reduce -1.8% 159,575 $21.6M
National Bank of Canada 0.02% Add +3922.0% 157,260 $21.3M
Erste Asset Management GmbH 0.20% Reduce -6.5% 177,308 $21.2M
Zurich Insurance Group Ltd 0.16% New 154,026 $20.9M
Science & Technology Partners, L.P. 5.39% Add +0.3% 151,850 $20.6M
Van Eck Associates Corp. 0.02% Reduce -6.1% 151,649 $20.5M
Cetera Investment Advisers 0.02% Add +71.1% 150,972 $20.5M
Marathon Trading Investment Management LLC 6.11% Add +3.4% 150,275 $20.4M
Janus Henderson Group PLC 0.01% Add +157.3% 150,094 $20.3M
Canada Pension Plan Investment Board 0.01% No change 149,526 $20.3M
Panagora Asset Management Inc. 0.08% Add +103.7% 148,556 $20.1M
ArrowMark Colorado Holdings LLC 0.53% Reduce -4.5% 146,500 $19.8M
Victory Capital Management Inc. 0.01% Reduce -4.0% 142,952 $19.4M
Rockefeller Capital Management L.P. 0.03% Reduce -13.3% 139,699 $18.9M
Prudential Financial Inc. 0.02% Add +59.6% 138,770 $18.8M
Eventide Asset Management, LLC 0.31% Add +0.4% 137,760 $18.6M
Duquesne Family Office 0.63% Reduce -81.6% 136,320 $18.5M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.91% Add +17.4% 135,000 $18.3M
Mizuho Markets Americas LLC 0.49% New 131,500 $17.8M
Mediolanum International Funds Ltd 0.19% Add +809.4% 148,499 $17.7M
Navellier & Associates Inc. 1.82% Add +9.7% 128,725 $17.4M
John G Ullman & Associates Inc. 2.26% Reduce -5.4% 125,662 $17.0M
Balyasny Asset Management L.P. 0.03% Add +98.0% 123,517 $16.7M
Susquehanna Portfolio Strategies, LLC 0.24% No change 118,858 $16.1M
MetLife Investment Management, LLC 0.08% Reduce -1.3% 118,812 $16.1M
Voleon Capital Management LP 0.35% Add +2015.5% 118,213 $16.0M
State of Wisconsin Investment Board 0.04% Add +4.5% 117,150 $15.9M
Stanley Capital Management, LLC 2.65% No change 117,000 $15.9M
Graham Capital Management, L.P. 0.72% New 116,921 $15.8M
Janney Montgomery Scott LLC 0.04% Add +147.4% 115,891 $15.7M
Fred Alger Management, LLC 0.07% Add +18.3% 115,804 $15.7M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -3.8% 115,340 $15.6M
Korea Investment CORP 0.03% Reduce -6.7% 115,178 $15.6M
CANADA LIFE ASSURANCE Co 0.03% Add +0.9% 114,557 $15.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 112,703 $15.3M
Leonteq Securities AG 0.92% Add +396.3% 111,687 $15.1M
Nicholas Investment Partners, LP 1.24% Reduce -0.5% 111,549 $15.1M
Vanguard Global Advisers, LLC 0.01% — 109,235 $14.8M
CI Investments Inc. 0.07% Reduce -63.3% 109,161 $14.8M
KBC Group NV 0.04% Add +10.1% 109,064 $14.8M
Freestone Grove Partners LP 0.10% Add +16.2% 106,592 $14.4M
Intech Investment Management LLC 0.14% Reduce -20.5% 104,048 $14.1M
Vanguard Investments Australia, Ltd. 0.04% — 103,919 $14.1M
Danske Bank A/S 0.03% Add +13.6% 101,700 $13.8M
Broad Peak Investment Advisers Pte Ltd 2.78% Reduce -50.0% 101,000 $13.7M
Ma Investment Partnership, LP 6.51% No change 100,000 $13.5M
Marietta Investment Partners LLC 2.68% Reduce -5.7% 98,832 $13.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -30.2% 98,235 $13.3M
Vontobel Holding Ltd. 0.04% Add +33.9% 95,032 $12.9M
Axiom Investors LLC 0.14% Reduce -1.4% 94,533 $12.8M
KLP Kapitalforvaltning As 0.05% Add +18.3% 93,900 $12.7M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +3.7% 93,087 $12.6M
Nishkama Capital, LLC 1.79% Reduce -61.8% 92,621 $12.5M
Nomura Asset Management Co. Ltd. 0.03% Add +21.7% 92,375 $12.5M
Jump Financial, LLC 0.21% Add +442.4% 92,173 $12.5M
Andra AP-fonden 0.15% Reduce -23.0% 91,682 $12.4M
New York State Common Retirement Fund 0.02% Reduce -0.4% 90,846 $12.3M
XN LP 0.45% New 90,257 $12.2M
Ghisallo Capital Management LLC 0.34% New 90,000 $12.2M
Captrust Financial Advisors 0.02% Add +0.3% 88,376 $12.0M
IMC-Chicago, LLC 0.18% New 86,367 $11.7M
Nordea Investment Management AB 0.01% Add +335.2% 91,176 $11.6M
Asset Management One Co., Ltd. 0.03% Add +0.2% 85,836 $11.6M
Truist Financial Corp. 0.02% Reduce -4.0% 84,480 $11.4M
Moore Capital Management, LP 0.45% New 83,500 $11.3M
E Fund Management Co., Ltd. 0.33% — 82,649 $11.2M
Tredje AP-fonden 0.06% New 82,040 $11.1M
Insight Holdings Group, LLC 0.78% New 82,030 $11.1M
Berkshire Capital Holdings Inc. 4.00% Add +408950.0% 81,810 $11.1M
DNB Asset Management AS 0.04% Add +30.4% 81,671 $11.1M
Osaic Holdings, Inc. 0.02% Add +48.1% 81,633 $11.1M
Gilder Gagnon Howe & Co. LLC 0.13% Add +1856.9% 81,583 $11.1M
Mezzasalma Advisors, LLC 2.79% Add +6.8% 80,420 $10.9M
Advisors Asset Management, Inc. 0.18% Reduce -6.2% 79,166 $10.7M
State of New Jersey Common Pension Fund D 0.04% No change 77,437 $10.5M
Family CFO Inc 4.69% Reduce -7.8% 77,353 $10.5M
CVFG LLC 1.26% New 74,645 $10.1M
Algert Global LLC 0.15% Reduce -19.9% 74,547 $10.1M
UNICOM Systems, Inc. 1.03% New 74,000 $10.0M
Boundless Plain Holdings Ltd 3.22% Add +12.4% 72,128 $9.8M
Entropy Technologies, LP 0.45% Reduce -17.5% 71,959 $9.7M
Canton Hathaway, LLC 1.95% Reduce -2.0% 71,172 $9.6M
Whittier Trust Co. 0.11% Add +9617.4% 71,034 $9.6M
Deeter Investments LLP 1.68% New 70,701 $9.6M
Tema ETFs LLC 0.64% New 70,485 $9.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +95.8% 69,700 $9.4M
Boothbay Fund Management, LLC 0.22% Reduce -21.2% 68,028 $9.2M
Polen Capital Management LLC 0.06% Reduce -10.9% 67,231 $9.1M
HighTower Advisors, LLC 0.01% Add +16.5% 66,723 $9.0M
Fifth Third Bancorp 0.02% Add +811825.0% 64,954 $8.8M
Commonwealth Equity Services, LLC 0.01% Add +0.5% 64,489 $8.7M
Resona Asset Management Co.,Ltd. 0.04% Reduce -0.4% 64,494 $8.6M
Park Avenue Securities LLC 0.07% Add +27.0% 63,234 $8.6M
State Board of Administration of Florida Retirement System 0.02% Add +0.6% 63,006 $8.5M
Quantinno Capital Management LP 0.01% Add +136.1% 62,909 $8.5M
Zweig-DiMenna Associates LLC 1.19% New 62,500 $8.5M
Ratan Capital Management LP 3.09% Reduce -47.2% 61,494 $8.3M
Arizona State Retirement System 0.05% Add +0.1% 61,077 $8.3M
Nomura Holdings Inc. 0.07% Reduce -47.4% 60,097 $8.1M
Torray Investment Partners LLC 1.27% Add +95.0% 60,031 $8.1M
Swedbank AB 0.01% Add +23.9% 59,519 $8.1M
Arrowstreet Capital, Limited Partnership 0.00% Add +91.6% 59,388 $8.0M
Police & Firemen's Retirement System of New Jersey 0.07% Add +0.8% 59,321 $8.0M
Pinnacle Financial Partners, Inc. 0.06% Add +47.2% 58,746 $8.0M
Metavasi Capital LP 4.68% Reduce -43.1% 58,030 $7.9M
Defiance ETFs, LLC 0.11% New 56,976 $7.7M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +6.7% 56,619 $7.7M
Wealthfront Advisers LLC 0.02% Add +1811.4% 56,158 $7.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +51.2% 55,842 $7.6M
Informed Momentum Co LLC 0.87% Add +64.7% 55,680 $7.5M
Trexquant Investment LP 0.05% Reduce -32.0% 55,369 $7.5M
Castleark Management LLC 0.25% Reduce -20.9% 55,045 $7.5M
Nissay Asset Management Corp. /Japan 0.04% Add +13.6% 54,964 $7.4M
Daiwa Securities Group Inc. 0.02% Add +179.7% 54,254 $7.4M
Ananym Capital Management, LP 2.79% New 54,000 $7.3M
Corient Private Wealth LP 0.01% Add +49.9% 53,869 $7.3M
KR Capital LP 1.45% — 53,424 $7.2M
Engineers Gate Manager LP 0.09% Reduce -52.1% 52,015 $7.0M
Worldquant Millennium Advisors LLC 0.03% New 51,774 $7.0M
Acadian Asset Management LLC 0.01% Add +16.6% 51,424 $7.0M
Summit Securities Group LLC 3.37% Reduce -34.6% 51,100 $6.9M
Light Street Capital Management, LLC 1.38% New 50,625 $6.9M
Jones Financial Companies LLLP 0.00% Add +305.9% 51,133 $6.8M
Westerly Capital Management, LLC 2.09% Reduce -66.7% 50,000 $6.8M
Principal Financial Group Inc. 0.00% Add +15.9% 49,531 $6.7M
Macquarie Group Ltd. 0.04% Reduce -25.3% 49,508 $6.7M
Ducere Wealth Management LLC 2.62% Reduce -0.9% 48,686 $6.6M
Armistice Capital, LLC 0.21% Add +987.2% 47,737 $6.5M
Tudor Investment Corporation 0.03% New 46,868 $6.4M
IFM Investors Pty Ltd 0.05% Add +12.0% 46,550 $6.3M
EFG International AG 0.14% Reduce -16.6% 46,304 $6.3M
SEB Asset Management AB 0.03% — 46,229 $6.3M
Orion Porfolio Solutions, LLC 0.05% Add +60.9% 46,080 $6.2M
M&T Bank Corp 0.02% Add +9.2% 45,973 $6.2M
Bridgewater Associates 0.03% Reduce -28.6% 45,683 $6.2M
Point72 Asset Management 0.01% Reduce -88.0% 45,396 $6.2M
CenterBook Partners LP 0.33% Reduce -29.7% 45,298 $6.1M
Grand Alliance Asset Management Ltd 3.69% Reduce -45.8% 45,000 $6.1M
Next Century Growth Investors LLC 0.44% Reduce -2.4% 44,698 $6.1M
Focus Partners Wealth 0.01% Reduce -2.1% 42,378 $5.9M
TD Asset Management Inc 0.00% Add +10.2% 42,767 $5.8M
Mariner, LLC 0.01% Add +23.3% 41,405 $5.6M
Oppenheimer & Co. Inc. 0.07% New 41,227 $5.6M
CIBC Bancorp USA Inc. 0.01% — 40,790 $5.5M
Mackenzie Financial Corp. 0.01% Reduce -1.1% 38,964 $5.3M
CIBC Asset Management Inc 0.01% Reduce -9.8% 38,629 $5.2M
Soros Capital Management LLC 2.24% Reduce -33.3% 38,000 $5.1M
STRS Ohio 0.02% Reduce -9.2% 37,400 $5.1M
Los Angeles Capital Management LLC 0.02% Add +19.8% 36,152 $4.9M
ARP Global Capital Ltd 2.88% New 36,069 $4.9M
Whittier Trust Co. of Nevada Inc. 0.10% New 36,110 $4.9M
Kestra Advisory Services, LLC 0.02% Reduce -46.6% 35,810 $4.9M
Moody Aldrich Partners LLC 0.86% Add +4.5% 35,285 $4.8M
Liontrust Investment Partners LLP 0.08% New 35,255 $4.8M
Zevenbergen Capital Investments LLC 0.14% Reduce -53.5% 35,075 $4.8M
Eschler Asset Management LLP 4.73% New 35,000 $4.7M
Cinctive Capital Management LP 0.31% Reduce -56.0% 34,698 $4.7M
Xponance LLC 0.03% Add +15.0% 34,374 $4.7M
Riggs Asset Managment Co. Inc. 0.96% Reduce -0.5% 34,309 $4.6M
Natixis Advisors, LLC 0.01% Add +134.5% 34,023 $4.6M
ProShare Advisors LLC 0.01% Reduce -19.3% 33,530 $4.5M
L & S Advisors Inc 0.57% Reduce -36.0% 33,331 $4.5M
Ilmarinen Mutual Pension Insurance Co 0.04% New 33,000 $4.5M
Taikang Asset Management (Hong Kong) Co Ltd 0.44% Add +61.5% 32,674 $4.4M
Blackstone Inc. 0.02% New 32,582 $4.4M
Oak Ridge Investments LLC 0.29% New 32,343 $4.4M
FORA Capital, LLC 0.32% Reduce -66.7% 32,325 $4.4M
Blair William & Co. 0.01% Add +4.6% 32,332 $4.4M
Udine Wealth Management, Inc. 2.14% Reduce -13.8% 32,258 $4.4M
Firsthand Capital Management, Inc. 9.25% Add +166.7% 32,000 $4.3M
Kercheville Advisors, LLC 1.38% Reduce -33.9% 31,855 $4.3M
Petredis Investment Advisors LLC 0.35% New 31,458 $4.3M
NewEdge Advisors, LLC 0.02% Add +17.1% 31,396 $4.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Reduce -6.5% 31,221 $4.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -21.2% 30,967 $4.2M
Marex Group Ltd 0.04% Add +255.2% 30,565 $4.1M
Credit Capital Investments LLC 3.69% Reduce -14.3% 30,000 $4.1M
Wesbanco Bank Inc. 0.11% Reduce -43.9% 29,932 $4.1M
Cibc World Market Inc. 0.01% Add +366.7% 29,866 $4.0M
Tribune Investment Group LP 2.71% New 29,810 $4.0M
Mitchell Capital Management Co. 0.73% New 29,310 $4.0M
Piar LLC 3.32% Add +552.6% 29,079 $3.9M
Meridian Wealth Management, LLC 0.14% Add +291.0% 28,920 $3.9M
Duff & Phelps Investment Management Co. 0.04% Reduce -16.3% 28,669 $3.9M
HUB Investment Partners, LLC 0.09% New 27,679 $3.8M
Hidden Lake Asset Management LP 2.45% Reduce -28.2% 27,337 $3.7M
Concurrent Investment Advisors, LLC 0.04% Add +251.0% 27,231 $3.7M
Icon Wealth Advisors, LLC 0.24% Reduce -13.6% 12,729 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -6.0% 26,861 $3.6M
Kornitzer Capital Management Inc. 0.08% Add +14.3% 26,745 $3.6M
KP Management LLC 1.03% Reduce -22.0% 26,600 $3.6M
Credit Agricole S A 0.01% Reduce -28.1% 26,217 $3.6M
Squarepoint Ops LLC 0.01% Reduce -90.7% 26,174 $3.5M
Covenant Asset Management, LLC 0.72% New 25,874 $3.5M
Nisa Investment Advisors, LLC 0.01% Reduce -12.0% 25,644 $3.5M
Sona Asset Management (us) LLC 0.20% New 25,300 $3.4M
Edgestream Partners, L.P. 0.11% Add +31.4% 24,787 $3.4M
Zacks Investment Management 0.03% Add +9.2% 24,552 $3.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +0.1% 24,357 $3.3M
Sigma Planning Corp 0.09% New 23,834 $3.2M
Mercer Global Advisors Inc. 0.00% Add +319.4% 24,687 $3.2M
Allstate Corp. 0.03% Add +42.8% 23,709 $3.2M
Utah Retirement Systems 0.03% New 23,689 $3.2M
Swiss Life Asset Management Ltd 0.02% Add +56.8% 23,397 $3.2M
Essential Investment Partners LLC 2.93% Reduce -43.6% 23,386 $3.2M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -5.3% 23,130 $3.1M
OP Asset Management Ltd 0.03% Reduce -29.2% 23,102 $3.1M
Pathstone Holdings, LLC 0.01% Add +0.0% 22,686 $3.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +59.0% 22,589 $3.1M
Factory Mutual Insurance Co. 0.03% Reduce -10.0% 22,500 $3.0M
Vident Advisory, LLC 0.03% Add +166.0% 22,287 $3.0M
Kingswood Wealth Advisors, LLC 0.14% New 22,152 $3.0M
NorthCoast Asset Management LLC 0.07% No change 22,016 $3.0M
Capital Management Associates 4.93% Reduce -18.6% 21,900 $3.0M
Advisory Services Network, LLC 0.04% New 21,822 $3.0M
Eurizon Capital SGR S.p.A. 0.01% Add +81.4% 22,101 $3.0M
Palumbo Wealth Management LLC 0.72% Add +1.6% 21,748 $2.9M
Arosa Capital Management LP 1.93% Reduce -75.5% 21,692 $2.9M
O'shaughnessy Asset Management, LLC 0.01% Add +3.2% 21,330 $2.9M
Public Employees Retirement Association of Colorado 0.01% No change 21,265 $2.9M
PVG Asset Management Corp. 1.62% New 9,987 $2.7M
Polymer Capital Management (HK) LTD 0.38% New 20,028 $2.7M
Oak Harvest Investment Services 0.28% New 19,962 $2.7M
Caption Management, LLC 0.13% New 19,877 $2.7M
JT Stratford LLC 0.34% Reduce -21.9% 19,524 $2.6M
Mutual of America Capital Management LLC 0.03% New 19,352 $2.6M
Brevan Howard Capital Management LP 0.03% New 19,252 $2.6M
Legato Capital Management LLC 0.23% Reduce -41.9% 19,047 $2.6M
Williamson Legacy Group, LLC 1.92% Add +19.1% 18,915 $2.6M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.09% Reduce -31.5% 18,806 $2.5M
Cerity Partners LLC 0.00% Add +108.6% 18,770 $2.5M
Tower Research Capital LLC (TRC) 0.07% Add +146.2% 18,552 $2.5M
Assetmark, Inc. 0.01% Add +6709.9% 18,523 $2.5M
Kultura Capital Management LP 2.28% Reduce -49.0% 18,350 $2.5M
Ameritas Investment Partners, Inc. 0.08% Reduce -0.0% 18,062 $2.4M
Portland Investment Counsel Inc. 0.78% No change 18,000 $2.4M
Tocqueville Asset Management L.P. 0.04% Reduce -19.0% 17,936 $2.4M
Mission Wealth Management, LP 0.05% New 17,710 $2.4M
Katamaran Capital LLP 2.12% New 17,562 $2.4M
Baader Bank Aktiengesellschaft 0.23% Reduce -11.7% 17,780 $2.4M
First Foundation Advisors 0.10% No change 17,500 $2.4M
Diversified Trust Co. 0.04% Add +260.5% 17,468 $2.4M
Gulf International Bank (UK) Ltd 0.05% Add +55.0% 17,415 $2.4M
PNC Financial Services Group, Inc. 0.00% Add +12.2% 17,395 $2.4M
MML Investors Services, LLC 0.01% Add +96.8% 17,268 $2.3M
Schroder Investment Management Group 0.00% Add +260.3% 19,470 $2.3M
CSS LLC 0.37% Reduce -55.4% 17,097 $2.3M
Trust Investment Advisors 1.35% Add +4.5% 17,026 $2.3M
Prudential PLC 0.02% Add +19.3% 16,820 $2.3M
Florida Financial Advisors, LLC 0.54% Add +27.5% 16,744 $2.3M
SteelPeak Wealth, LLC 0.07% New 16,682 $2.3M
Gsa Capital Partners LLP 0.14% Reduce -18.5% 16,589 $2.2M
Candriam S.C.A. 0.01% Reduce -1.9% 16,322 $2.2M
LBP Am SA 0.03% New 16,283 $2.2M
Genesis Financial Group, LLC 1.48% No change 16,250 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +263.4% 16,249 $2.2M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -72.3% 16,200 $2.2M
Investment Management Corp of Ontario 0.03% Add +7.3% 16,100 $2.2M
Bank of Nova Scotia 0.00% Reduce -86.2% 16,035 $2.2M
Cypress Wealth Services, LLC 0.30% Add +24.0% 15,707 $2.1M
Worth Financial Advisory Group, LLC 0.93% New 827 $2.1M
M.E. Allison & Co., Inc. 1.40% Reduce -55.7% 15,575 $2.1M
Daymark Wealth Partners, LLC 0.07% Add +10.4% 15,486 $2.1M
FCG Investment Co 0.91% — 15,385 $2.1M
Caxton Associates LLP 0.05% New 15,056 $2.0M
Harvest Investment Services, LLC 0.37% New 15,027 $2.0M
ASR Vermogensbeheer N.V. 0.02% Add +15.0% 15,008 $2.0M
Advent Capital Management 2.23% New 15,000 $2.0M
Scalar Gauge Management, LLC 1.96% New 15,000 $2.0M
CX Institutional 0.06% No change 15,000 $2.0M
GF Fund Management Co. LTD. 0.03% Reduce -89.6% 14,941 $2.0M
Tsfg, LLC 0.31% Reduce -0.8% 14,853 $2.0M
Empowered Funds, LLC 0.01% New 14,826 $2.0M
MH & Associates Securities Management Corp. 1.69% Reduce -0.0% 14,334 $1.9M
Moors & Cabot, Inc. 0.08% Add +2.1% 14,045 $1.9M
Pacific Point Advisors, LLC 1.00% Add +40.0% 14,000 $1.9M
Diversify Wealth Management, LLC 0.03% New 6,579 $1.9M
Neo Ivy Capital Management 0.49% Reduce -59.6% 13,711 $1.9M
David J Yvars Group 1.04% Add +11.2% 13,703 $1.9M
Gerber Kawasaki Wealth & Investment Management 0.06% Add +68.8% 9,136 $1.8M
Rye Brook Capital LLC 1.69% New 13,539 $1.8M
Sovran Advisors, LLC 0.14% Reduce -4.3% 6,423 $1.8M
QRG Capital Management, Inc. 0.02% Add +106.4% 13,163 $1.8M
Pinebridge Investments LLC 0.01% New 13,149 $1.8M
MRP Capital Investments, LLC 1.55% Add +20.9% 13,115 $1.8M
Ardsley Advisory Partners LP 0.27% Reduce -74.5% 13,000 $1.8M
Abel Hall, LLC 0.37% Add +19.1% 12,816 $1.7M
Joule Financial, LLC 0.50% Reduce -33.1% 12,742 $1.7M
Strengthening Families & Communities, LLC 0.42% Reduce -24.6% 12,570 $1.7M
Abn Amro Investment Solutions 0.02% Add +3.8% 12,508 $1.7M
Blue Jean Financial LLC 1.38% New 12,396 $1.7M
Lumbard & Kellner, LLC 0.58% Reduce -30.0% 12,379 $1.7M
Fideuram Asset Management (Ireland) dac 0.21% Reduce -56.0% 11,685 $1.7M
Clearstead Advisors, LLC 0.01% Reduce -9.8% 12,017 $1.6M
Osmosis Investment Management UK Ltd 0.04% Add +224.4% 11,758 $1.6M
Diametric Capital, LP 0.41% Reduce -25.4% 11,566 $1.6M
World Investment Advisors 0.03% Reduce -10.2% 11,488 $1.6M
Vestmark Advisory Solutions, Inc. 0.02% Add +112.5% 11,254 $1.5M
Altfest L J & Co. Inc. 0.16% New 11,193 $1.5M
Delta Global Management LP 0.12% New 11,113 $1.5M
Calamos Advisors LLC 0.01% Add +236.5% 11,105 $1.5M
Cresset Asset Management, LLC 0.01% Add +1.2% 11,056 $1.5M
AG2R La Mondiale Gestion D'actifs 0.07% Reduce -16.6% 10,989 $1.5M
Brookstone Capital Management 0.02% New 10,731 $1.5M
Smithfield Trust Co 0.06% No change 10,721 $1.5M
CoreCommodity Management, LLC 0.27% Reduce -50.7% 10,712 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -61.2% 10,696 $1.4M
Bosman Wealth Management, LLC 1.27% New 10,693 $1.4M
Orion Capital Management LLC 0.50% Reduce -11.6% 10,685 $1.4M
Innovative Asset Advisors Group, LLC 0.83% — 10,626 $1.4M
Parisi Gray Wealth Management 0.33% Add +165.4% 10,373 $1.4M
Hanseatic Management Services Inc. 1.34% — 10,328 $1.4M
US Bancorp \de 0.00% Reduce -6.9% 10,146 $1.4M
StoneCrest Wealth Management, Inc. 0.58% Add +46.0% 10,143 $1.4M
Tradewinds, LLC. 0.44% New 4,684 $1.4M
Ridge Creek Global, Inc 1.15% No change 10,043 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% New 9,867 $1.3M
Private Advisor Group, LLC 0.01% Add +65.7% 9,831 $1.3M
Generali Asset Management SPA SGR 0.03% New 9,814 $1.3M
Praxis Investment Management Inc. 0.08% Add +55.0% 9,719 $1.3M
Polianta Ltd 0.17% Reduce -40.1% 9,700 $1.3M
IFP Advisors, Inc 0.03% Reduce -16.6% 9,583 $1.3M
Inspire Investing, LLC 0.08% Add +153.0% 9,561 $1.3M
SBI Securities Co., Ltd. 0.04% Reduce -7.3% 9,504 $1.3M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -4.6% 9,479 $1.3M
Stance Capital LLC 0.62% New 9,410 $1.3M
Royal London Asset Management Ltd. 0.00% Reduce -2.0% 9,247 $1.3M
Range Financial Group LLC 0.42% New 9,215 $1.2M
Prelude Capital Management, LLC 0.09% Reduce -92.0% 9,065 $1.2M
Lido Advisors, LLC 0.00% Reduce -34.5% 8,939 $1.2M
Jefferies Financial Group Inc. 0.02% Add +882300.0% 8,824 $1.2M
Woodline Partners LP 0.00% Add +114.7% 8,795 $1.2M
Chesapeake Capital Corp. 0.86% No change 8,776 $1.2M
Gilliland Jeter Wealth Management LLC 0.35% No change 8,700 $1.2M
Union Bancaire Privee, UBP SA 0.02% Reduce -78.8% 10,328 $1.2M
Alps Advisors Inc. 0.01% Reduce -17.9% 8,566 $1.2M
Fidelis Capital Partners, LLC 0.08% New 8,564 $1.2M
Mutual Advisors, LLC 0.02% Add +8.6% 8,547 $1.2M
Alphadyne Asset Management LP 0.15% New 8,546 $1.2M
Numerai GP LLC 0.12% Add +111.7% 8,537 $1.2M
Stratos Wealth Partners, LTD. 0.01% Add +29.3% 8,494 $1.2M
Geneos Wealth Management Inc. 0.03% Add +353.0% 8,421 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% Reduce -3.8% 8,399 $1.1M
Glenmede Trust Co. NA 0.01% Add +0.7% 8,382 $1.1M
Aberdeen Group plc 0.00% Add +141.5% 8,333 $1.1M
Timothy G. Youngquist 2020 Irrevocable Trust 0.55% Add +68.0% 8,328 $1.1M
VestGen Advisors, LLC 0.03% New 4,005 $1.1M
Saudi Central Bank 0.02% New 8,293 $1.1M
Chesley Taft & Associates LLC 0.05% Reduce -21.2% 8,245 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +48.2% 8,213 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +4.8% 8,151 $1.1M
Bay Rivers Group 0.46% Add +4.3% 8,145 $1.1M
M & L Capital Management Ltd 0.27% New 8,100 $1.1M
Bannerstone Capital Management, LLC 1.02% Reduce -2.5% 8,082 $1.1M
QP Wealth Management, LLC 1.87% New 8,067 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% Reduce -2.1% 3,785 $1.1M
Virtus Advisers, LLC 0.52% Add +59.0% 8,060 $1.1M
Black Swift Group, LLC 0.19% New 8,050 $1.1M
Wealthspire Advisors, LLC 0.01% Add +50.4% 7,989 $1.1M
Kestra Private Wealth Services, LLC 0.01% Reduce -1.8% 7,866 $1.1M
SeaBridge Investment Advisors LLC 0.18% No change 7,852 $1.1M
&partners 0.01% Reduce -57.1% 7,754 $1.1M
IAM Advisory, LLC 0.23% New 7,648 $1.0M
E. Ohman J:or Asset Management AB 0.03% No change 7,604 $1.0M
Apella Capital, LLC 0.02% New 4,950 $1.0M
Quantitative Investment Management, LLC 0.11% Reduce -89.0% 7,593 $1.0M
Farther Finance Advisors, LLC 0.01% Reduce -15.8% 7,742 $1.0M
Chicago Partners Investment Group LLC 0.02% Add +8.5% 4,450 $1.0M
Exchange Traded Concepts, LLC 0.01% Reduce -42.1% 7,511 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Add +12.0% 7,215 $978K
Dymon Asia Capital (singapore) Pte. LTD. 0.21% New 7,100 $962K
Blueshift Asset Management, LLC 0.29% Add +66.9% 7,071 $958K
Flputnam Investment Management Co. 0.01% Reduce -25.9% 7,003 $949K
Alight Capital Management LP 0.28% Reduce -30.0% 7,000 $948K
K.J. Harrison & Partners Inc 0.16% Reduce -58.8% 7,000 $948K
Ritholtz Wealth Management 0.02% Add +19.6% 6,896 $934K
Raiffeisen Bank International AG 0.01% Add +106.6% 7,594 $933K
Assenagon Asset Management S.A. 0.00% Add +11.7% 6,857 $929K
Amalgamated Bank 0.01% Reduce -1.3% 6,782 $919K
Caprock Group, LLC 0.02% Add +19.0% 6,738 $913K
Banque Cantonale Vaudoise 0.03% Add +87.0% 6,736 $912K
Fiduciary Trust Co 0.01% Add +2.1% 6,720 $911K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +10.4% 6,703 $908K
Snowden Capital Advisors LLC 0.02% Reduce -4.3% 6,667 $903K
Banque Transatlantique SA 0.02% Add +1204.7% 6,654 $902K
Nikulski Financial, Inc. 0.22% Add +75.7% 6,512 $882K
LMR Partners LLP 0.01% New 6,500 $881K
Lazari Capital Management, Inc. 0.31% Add +1.6% 6,494 $880K
Avanza Fonder AB 0.02% Reduce -50.0% 6,445 $873K
Neville Rodie & Shaw Inc. 0.06% New 6,445 $873K
Pier 88 Investment Partners LLC 1.26% Reduce -22.5% 6,300 $854K
Cwm, LLC 0.00% Reduce -2.5% 6,139 $832K
F/m Investments LLC 0.05% Add +14.6% 6,083 $824K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.0% 6,006 $814K
Militia Capital Management LLC 0.18% — 6,000 $813K
Curbstone Financial Management Corp 0.15% No change 5,906 $800K
Sequoia Financial Advisors, LLC 0.00% Add +110.2% 5,882 $797K
Seelaus Asset Management LLC 0.57% Reduce -1.3% 5,821 $789K
MAI Capital Management 0.00% Add +2.5% 5,788 $784K
Foster Victor Wealth Advisors, LLC 0.04% No change 3,558 $779K
Lighthouse Investment Partners, LLC 0.03% New 5,685 $770K
Altshuler Shaham Ltd 0.01% Add +11.1% 5,623 $762K
Fieldview Capital Management, LLC 0.22% New 5,622 $762K
State of Alaska, Department of Revenue 0.01% Add +56.2% 5,558 $753K
CFO4Life Group, LLC 0.11% Reduce -15.3% 5,541 $751K
Parallel Advisors, LLC 0.01% Add +30.3% 5,523 $748K
Ashton Thomas Private Wealth, LLC 0.02% Add +0.3% 5,522 $748K
ExodusPoint Capital Management, LP 0.01% Reduce -95.7% 5,514 $747K
Straight Path Wealth Management 0.20% No change 5,500 $745K
Vestcor Inc 0.02% No change 5,500 $745K
Harvest Fund Management Co., Ltd 0.03% Add +31.5% 5,452 $738K
MRA Advisory Group 0.30% Add +4.5% 5,446 $738K
Brooklyn Investment Group 0.02% Add +16.0% 5,440 $737K
Lanark Financial, Inc. 0.06% Reduce -34.7% 5,430 $736K
Independent Financial Group, LLC 0.02% Add +15.7% 5,427 $735K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -91.1% 5,417 $734K
Citizens Financial Group Inc. 0.01% Reduce -3.1% 5,413 $733K
New Paradigm Capital Management, LLC 1.56% — 5,400 $732K
Ares Systematic Credit Ltd 3.33% Reduce -36.8% 6,062 $724K
B. Metzler seel. Sohn & Co. AG 0.01% No change 5,263 $713K
Aigen Investment Management, LP 0.18% Add +125.2% 5,214 $706K
T3 Companies, LLC 0.97% New 5,205 $705K
Arkadios Wealth Advisors 0.01% Reduce -12.8% 5,180 $702K
Aspiring Ventures, LLC 0.23% Add +2.2% 5,112 $693K
Cornerstone Wealth Group, LLC 0.04% Add +2.9% 3,126 $691K
Regal Investment Advisors LLC 0.04% New 5,062 $686K
Moneco Advisors, LLC 0.05% New 5,022 $680K
Old Mission Capital LLC 0.02% New 5,007 $678K
Gruss & Co., LLC 1.58% Reduce -9.1% 5,000 $677K
Summit Financial, LLC 0.01% New 4,944 $670K
Roberts Wealth Advisors, LLC 0.17% Reduce -14.9% 4,899 $664K
Rakuten Securities, Inc. 0.27% Reduce -36.6% 4,875 $661K
R Squared Ltd 0.36% Reduce -38.6% 4,841 $656K
Metis Global Partners, LLC 0.02% New 4,831 $655K
Krilogy Financial LLC 0.02% Add +8.9% 3,087 $648K
Jag Capital Management, LLC 0.07% Add +55.5% 4,763 $645K
Essex LLC 0.11% No change 4,755 $644K
Fortem Financial Group, LLC 0.16% Add +11.8% 4,750 $644K
Insigneo Advisory Services, LLC 0.05% Add +6.1% 4,749 $643K
Great Valley Advisor Group, Inc. 0.01% New 4,704 $638K
71 West Capital Partners 0.03% New 4,660 $631K
Warren Street Wealth Advisors, LLC 0.16% New 4,620 $626K
Western Wealth Management, LLC 0.02% New 4,604 $624K
Oak Grove Capital LLC 0.11% New 4,600 $623K
AlphaGrep UK Ltd 0.18% Add +32.2% 4,590 $622K
Centric Wealth Management 0.12% No change 2,148 $620K
Avior Wealth Management, LLC 0.02% Add +0.3% 4,570 $619K
Aureus Asset Management, LLC 0.04% New 4,549 $616K
Inceptionr LLC 0.15% New 4,538 $615K
Vaughan David Investments LLC 0.01% New 4,520 $612K
Act Capital Management, LLC 0.48% Reduce -65.4% 4,500 $610K
UniSuper Management Pty Ltd 0.00% No change 4,500 $610K
Visionary Wealth Advisors 0.03% Reduce -34.4% 4,488 $608K
Qsemble Capital Management, LP 0.05% Reduce -82.5% 4,468 $605K
Concentric Capital Strategies, LP 0.05% Reduce -95.7% 4,463 $605K
Horizon Investments, LLC 0.01% Add +13.8% 4,453 $603K
Sheets Smith Wealth Management 0.07% New 4,445 $602K
XTX Topco Ltd 0.01% Reduce -89.7% 4,421 $599K
Ethic Inc. 0.01% Add +35.9% 4,387 $594K
Q Fund Management (Hong Kong) Ltd 1.40% New 4,300 $583K
Choreo, LLC 0.01% Add +47.5% 4,248 $576K
Chung Wu Investment Group, LLC 0.48% New 4,150 $562K
Sage Rhino Capital LLC 0.10% Reduce -28.0% 4,056 $550K
Merit Financial Group, LLC 0.00% Add +8.8% 4,049 $549K
Total Clarity Wealth Management, Inc. 0.13% Reduce -46.8% 4,004 $543K
Patriot Financial Group Insurance Agency, LLC 0.03% New 4,002 $542K
Wakefield Asset Management LLLP 0.14% No change 4,000 $542K
S&co Inc. 0.03% Reduce -20.0% 4,000 $541K
Atom Investors LP 0.04% Reduce -91.5% 3,952 $535K
Foundations Investment Advisors, LLC 0.01% New 3,924 $532K
Profund Advisors LLC 0.02% Reduce -7.9% 3,912 $530K
KMG Fiduciary Partners, LLC 0.04% Reduce -8.2% 3,907 $529K
CTC Alternative Strategies, Ltd. 1.20% New 3,900 $528K
Flaharty Asset Management, LLC 0.07% Add +39.3% 3,900 $528K
CreativeOne Wealth, LLC 0.01% Reduce -1.6% 3,854 $522K
Callan Family Office, LLC 0.01% Add +13.7% 3,838 $520K
ABS Direct Equity Fund LLC 0.40% New 1,800 $520K
Capital CS Group, LLC 1.05% New 3,770 $511K
Thrivent Financial for Lutherans 0.00% Reduce -26.4% 3,853 $502K
Focus Financial Network, Inc. 0.02% New 3,696 $501K
Integrated Advisors Network LLC 0.03% Reduce -12.2% 3,690 $500K
GWN Securities Inc. 0.10% Add +6.6% 3,690 $500K
NewEdge Wealth, LLC 0.01% Reduce -46.5% 3,685 $499K
Bedell Frazier Investment Counselling, LLC 0.10% Reduce -15.8% 3,678 $498K
Robeco Institutional Asset Management B.V. 0.00% New 3,666 $497K
Apollon Wealth Management, LLC 0.01% Add +27.6% 3,663 $496K
MASTERINVEST Kapitalanlage GmbH 0.05% New 3,625 $491K
Lincoln Capital Corp. 0.18% New 3,590 $486K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.8% 3,554 $482K
Stephens Inc. 0.01% Add +9.6% 3,524 $477K
AE Wealth Management LLC 0.00% Add +17.3% 3,518 $477K
Heron Bay Capital Management 0.04% No change 3,512 $476K
Adams Wealth Management 0.10% No change 3,500 $474K
CacheTech Inc. 0.09% No change 3,500 $474K
Bragg Financial Advisors, Inc 0.01% Reduce -53.3% 3,500 $474K
Global Trust Asset Management, LLC 0.18% No change 3,445 $467K
Compound Planning, Inc. 0.01% Add +1.1% 3,445 $467K
HB Wealth Management, LLC 0.00% Add +1.6% 3,442 $466K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -18.6% 3,881 $464K
Sovereign Financial Group, Inc. 0.08% Add +46.3% 3,411 $462K
Tran Capital Management, L.P. 0.06% New 3,406 $461K
Capstone Investment Advisors, LLC 0.01% Reduce -74.7% 3,392 $460K
Lombard Odier Asset Management (Switzerland) SA 0.02% New 3,389 $459K
DRW Securities, LLC 0.02% New 3,350 $454K
Perpetual Ltd 0.01% Reduce -15.7% 3,348 $454K
Teacher Retirement System of Texas 0.00% Reduce -54.5% 3,339 $452K
Integrated Wealth Concepts LLC 0.00% New 3,318 $450K
PDT Partners, LLC 0.03% No change 3,300 $447K
First National Trust Co 0.02% Reduce -37.7% 3,300 $447K
Wellington Shields & Co., LLC 0.11% Reduce -5.7% 3,287 $445K
Cidel Asset Management Inc. 0.02% New 3,281 $445K
Fortitude Advisory Group L.L.C. 0.20% No change 3,245 $440K
Siemens Fonds Invest GmbH 0.03% Add +4.5% 3,243 $439K
Concorde Asset Management, LLC 0.21% Add +6.0% 3,217 $436K
Redhawk Wealth Advisors, Inc. 0.05% New 3,211 $435K
Vise Technologies, Inc. 0.01% No change 5,005 $435K
Equitable Holdings, Inc. 0.00% Add +52.6% 4,040 $432K
Family Manage LLC 0.05% New 3,091 $419K
Sandler Capital Management 0.28% New 3,063 $415K
IHT Wealth Management, LLC 0.01% New 3,052 $414K
Meeder Advisory Services, Inc. 0.02% Add +5.6% 3,050 $413K
Global Assets Advisory, LLC 0.12% No change 3,035 $411K
J.W. Cole Advisors, Inc. 0.01% New 3,018 $409K
GAMMA Investing LLC 0.02% Add +33.3% 3,016 $409K
Laird Norton Wetherby Trust Company, LLC 0.01% New 3,004 $407K
Morton Community Bank 0.09% New 3,000 $406K
TRB Wealth Management, LLC 0.06% — 3,000 $406K
LVW Advisors, LLC 0.04% New 2,996 $406K
MOR Wealth Management, LLC 0.18% Reduce -9.3% 2,935 $398K
State of Wyoming 0.05% Reduce -29.4% 2,919 $395K
Patten Group, Inc. 0.07% Reduce -1.6% 2,895 $392K
Odyssean, LLC 0.14% New 2,875 $390K
Kera Capital Partners, Inc. 0.05% Add +0.3% 2,870 $389K
Holderness Investments Co. 0.08% New 2,866 $388K
Yousif Capital Management, LLC 0.00% Add +3.8% 2,838 $385K
Per Stirling Capital Management, LLC. 0.04% No change 2,822 $382K
Scotia Capital Inc. 0.00% New 2,796 $379K
DAVENPORT & Co LLC 0.00% Add +8.7% 2,781 $377K
GTS Securities LLC 0.01% Reduce -5.0% 2,771 $375K
Hennion & Walsh Asset Management, Inc. 0.01% New 2,771 $375K
Fifth Third Wealth Advisors LLC 0.01% New 2,767 $375K
NFSG Corp 0.06% Add +3.3% 2,719 $368K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -48.2% 2,706 $367K
Matisse Capital 0.16% New 2,700 $366K
Inspire Advisors, LLC 0.03% New 2,692 $365K
Montchanin Asset Management, LLC 0.38% — 2,655 $360K
D.A. Davidson & Co. 0.00% Add +2.9% 2,655 $360K
Financial Consulate, Inc. 0.04% Add +0.9% 2,608 $353K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -29.6% 2,606 $353K
Reliant Investment Management, LLC 0.17% Add +1.2% 2,586 $350K
Gilbert & Cook, Inc. 0.04% New 2,566 $348K
Intrua Financial, LLC 0.04% Reduce -8.6% 2,560 $347K
Smartleaf Asset Management LLC 0.01% Add +37.8% 2,874 $343K
Calton & Associates, Inc. 0.05% New 2,515 $341K
Victory Financial Group, LLC 0.04% New 2,486 $337K
Everett Harris & Co. 0.00% No change 2,460 $333K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 2,457 $333K
Natixis 0.00% New 2,443 $331K
Huntleigh Advisors, Inc. 0.06% Reduce -40.5% 2,440 $331K
FourThought Financial Partners, LLC 0.03% Reduce -0.9% 2,436 $330K
Ausdal Financial Partners, Inc. 0.01% New 2,420 $328K
Left Brain Wealth Management, LLC 0.13% New 2,394 $324K
Twinbeech Capital LP 0.03% New 2,383 $323K
Fox Run Management, L.L.C. 0.05% New 2,625 $314K
Brighton Jones LLC 0.01% New 2,295 $311K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% No change 2,451 $310K
Belpointe Asset Management LLC 0.01% New 2,264 $307K
Bluebird Wealth Management LLC 0.31% New 2,253 $305K
Nkcfo LLC 0.09% New 2,250 $305K
Valmark Advisers, Inc. 0.00% New 2,249 $305K
Kingsview Wealth Management, LLC 0.00% New 2,247 $304K
Triglav Investments, D.O.O. 0.02% Add +16.6% 2,216 $300K
GM Advisory Group, LLC 0.01% New 2,197 $298K
Evoke Wealth, LLC 0.01% New 2,184 $296K
Centaurus Financial, Inc. 0.01% Add +42.3% 2,165 $293K
Hillsdale Investment Management Inc. 0.01% New 2,160 $293K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -68.7% 2,135 $289K
Optimist Retirement Group LLC 0.13% New 2,129 $288K
Exencial Wealth Advisors, LLC 0.01% New 2,100 $285K
Miller Howard Investments Inc. 0.01% New 2,098 $284K
Cigna Investments Inc. 0.04% New 2,095 $284K
Keybank National Association 0.00% New 2,083 $282K
CoreCap Advisors, LLC 0.01% Add +57.6% 2,041 $277K
United Capital Financial Advisors, LLC 0.00% New 2,035 $276K
Schnieders Capital Management, Llc. 0.04% New 2,025 $274K
Ewa, LLC 0.06% New 2,017 $273K
Tuttle Capital Management, LLC 0.45% New 2,007 $272K
Coldstream Capital Management Inc. 0.00% New 2,004 $272K
WealthTrust Axiom LLC 0.07% New 2,003 $271K
Mathes Company, Inc. 0.10% New 2,000 $271K
Fifth Lane Capital, LP 0.33% Reduce -50.0% 2,000 $271K
Central Asset Investments & Management Holdings (HK) Ltd 0.26% Reduce -74.8% 2,000 $271K
Epiq Partners, LLC 0.13% New 2,000 $271K
Defender Capital, LLC. 0.10% Reduce -63.6% 2,000 $271K
Truefg, LLC 0.07% New 2,000 $271K
Harbor Advisors LLC 0.04% Reduce -33.3% 2,000 $271K
Ullmann Wealth Partners Group, LLC 0.03% No change 2,000 $271K
Mgo One Seven LLC 0.01% Reduce -36.0% 1,993 $270K
Clear Creek Financial Management, LLC 0.02% New 1,971 $267K
Colonial River Investments, LLC 0.09% New 1,950 $264K
Amplify Investments, LLC 4.67% No change 1,921 $260K
Guggenheim Capital LLC 0.00% New 1,917 $260K
Intercapital, LLC 0.14% Reduce -67.8% 1,902 $258K
Atlantic Union Bankshares Corp 0.00% Add +15.6% 1,891 $256K
Empower Advisory Group, LLC 0.00% New 1,889 $256K
Summit Trail Advisors, LLC 0.00% New 1,884 $255K
Bernard Wealth Management Corp. 0.11% No change 1,874 $254K
Two Sigma Securities, LLC 0.03% New 1,839 $249K
Adamsbrown Wealth Consultants LLC 0.07% New 1,820 $247K
Perigon Wealth Management, LLC 0.00% New 1,814 $246K
Moody National Bank Trust Division 0.02% New 1,782 $241K
Allworth Financial LP 0.00% Reduce -1.6% 1,781 $241K
RPS Advisory Solutions LLC 0.14% New 1,780 $241K
Ballentine Partners, LLC 0.00% New 1,770 $240K
Continental Investors Services, Inc. 0.23% New 839 $238K
Disciplined Investors, L.L.C. 0.14% New 1,753 $238K
Walser Wealth Management Company, A Ltd Liability Co 0.11% New 1,752 $237K
Norden Group LLC 0.02% New 1,741 $236K
Hall Capital Management Co. Inc. 0.08% New 830 $235K
International Assets Investment Management, LLC 0.02% New 1,763 $234K
Dark Forest Capital Management LP 0.02% New 1,719 $233K
Rathbones Group PLC 0.00% New 1,708 $231K
Values First Advisors, Inc. 0.12% New 1,701 $231K
DV Trading LLC 0.02% Add +717.8% 1,701 $230K
Griffin Asset Management, Inc. 0.03% New 1,688 $229K
Great Lakes Advisors, LLC 0.00% New 1,671 $226K
Jaffetilchin Investment Partners, LLC 0.01% New 1,667 $226K
Hudock, Inc. 0.03% New 1,665 $226K
180 Wealth Advisors, LLC 0.03% New 1,633 $221K
Argentarii, LLC 0.08% New 1,616 $219K
Sfmg, LLC 0.01% New 1,616 $219K
Lazard Asset Management LLC 0.00% Reduce -96.1% 1,611 $218K
Cordoba Advisory Partners LLC 0.06% New 1,606 $218K
Signaturefd, LLC 0.00% Reduce -20.3% 1,605 $217K
Thrive Wealth Management, LLC 0.03% New 1,604 $217K
Hollencrest Capital Management 0.01% Add +695.0% 1,598 $217K
Penserra Capital Management LLC 0.00% New 1,590 $215K
Hartline Investment Corp./ 0.02% Reduce -62.8% 1,585 $215K
Principal Securities, Inc. 0.00% New 1,578 $214K
Altus Wealth Group LLC 0.09% New 1,576 $214K
Investors Portfolio Services LLC 0.20% Reduce -22.3% 1,575 $213K
Midwest Trust Co 0.00% New 1,558 $211K
Harbour Investments, Inc. 0.00% Add +18.9% 1,551 $210K
Cobblestone Asset Management LLC 0.09% New 1,550 $210K
BostonPremier Wealth LLC 0.11% New 1,539 $209K
FIL Ltd 0.00% New 1,532 $208K
RMR Wealth Builders 0.02% New 1,504 $204K
Buckland Partners Management Co LLC 0.12% New 1,500 $203K
Naples Global Advisors, LLC 0.01% New 1,500 $203K
Trilogy Capital Inc. 0.01% New 1,500 $203K
Prime Capital Investment Advisors, LLC 0.00% Reduce -48.8% 1,499 $203K
Oxford Asset Management LLP 0.08% New 1,481 $201K
Ascentis Wealth Management, LLC 0.04% Reduce -3.3% 1,472 $199K
Sterling Capital Management LLC 0.00% Reduce -1.0% 1,419 $192K
Beacon Pointe Advisors, LLC 0.00% New 1,350 $183K
Bayforest Capital Ltd 0.20% Reduce -6.9% 1,344 $182K
Oslo Pensjonsforsikring AS 0.03% — 1,299 $176K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +29.3% 1,280 $173K
Glass Jacobson Investment Advisors llc 0.06% Add +13.9% 1,276 $173K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +34.3% 1,154 $156K
AdvisorShares Investments LLC 0.03% Reduce -5.8% 1,115 $151K
Arax Advisory Partners 0.00% Add +45.0% 892 $145K
Ostrum Asset Management 0.01% Add +1.4% 1,056 $143K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.06% New 1,050 $142K
EverSource Wealth Advisors, LLC 0.00% Add +30.8% 1,027 $139K
LRI Investments, LLC 0.01% New 1,011 $137K
Key Financial Inc 0.02% No change 1,000 $135K
Provenance Wealth Advisors, LLC 0.01% No change 1,000 $135K
Silicon Valley Capital Partners 0.01% Reduce -47.4% 1,000 $135K
Hills Bank & Trust Co 0.01% New 1,000 $135K
SouthState Bank Corp 0.01% No change 1,000 $135K
Beacon Investment Advisory Services, Inc. 0.01% New 1,000 $135K
Salem Investment Counselors Inc. 0.00% New 1,000 $135K
Basecamp Wealth Advisors LLC 0.03% Add +2.0% 975 $132K
Knuff & Co LLC 0.04% New 865 $117K
Meeder Asset Management Inc. 0.01% Add +804.3% 850 $115K
Physician Wealth Advisors, Inc. 0.01% Add +2063.9% 779 $106K
Sound Income Strategies, LLC 0.01% Add +2.6% 776 $103K
Gen-Wealth Partners Inc 0.03% Add +7.8% 757 $103K
Brookfield Corp 0.00% Reduce -95.3% 747 $101K
Sachetta, LLC 0.05% No change 735 $100K
UMB Bank, n.a. 0.00% No change 700 $95K
Westfuller Advisors, LLC 0.04% Reduce -44.7% 677 $92K
Kemnay Advisory Services Inc. 0.01% Add +14.1% 649 $88K
Rothschild Investment LLC 0.00% Add +11.2% 646 $88K
Huntington National Bank 0.00% Add +127.9% 638 $86K
Park Place Capital Corp 0.02% New 635 $86K
TFC Financial Management, Inc. 0.01% Add +9.0% 618 $84K
Murphy & Mullick Capital Management Corp 0.06% No change 600 $81K
Bradley & Co. Private Wealth Management, LLC 0.04% New 600 $81K
RiverPark Advisors, LLC 0.04% Reduce -1.3% 554 $75K
BNP Paribas 0.00% New 576 $69K
Center for Financial Planning, Inc. 0.01% Reduce -13.3% 502 $68K
Lodestone Wealth Management LLC 0.03% No change 500 $68K
Keating Financial Advisory Services, Inc. 0.01% Add +9.1% 490 $66K
Ascentis Independent Advisors 0.00% New 465 $63K
Cranbrook Wealth Management, LLC 0.01% No change 462 $63K
Parkside Financial Bank & Trust 0.00% Add +16.5% 458 $62K
Wilkerson Advisory Group LLC 0.02% Add +814.0% 457 $62K
Signature Equity Partners, LLC 0.03% Add +205.6% 440 $60K
Nemes Rush Group LLC 0.01% No change 435 $59K
McMillan Office, Inc. 0.01% No change 426 $58K
Whipplewood Advisors, LLC 0.03% New 417 $56K
Owl Creek Wealth Partners LLC 0.02% — 405 $55K
N.E.W. Advisory Services LLC 0.00% Add +3.2% 392 $53K
AdvisorNet Financial, Inc 0.00% Add +17800.0% 358 $49K
Sunbelt Securities, Inc. 0.00% Add +26.1% 353 $48K
Versant Capital Management, Inc 0.00% Add +1140.7% 335 $45K
Cedar Mountain Advisors, LLC 0.01% Add +29.0% 334 $45K
Hantz Financial Services, Inc. 0.00% Add +3.4% 331 $45K
TD Waterhouse Canada Inc. 0.00% Add +69.8% 338 $45K
Bokf, NA 0.00% No change 327 $44K
WPG Advisers, LLC 0.03% Add +0.3% 322 $44K
Brown Brothers Harriman & Co. 0.00% Add +35.3% 322 $44K
Paladin Advisory Group, LLC 0.03% No change 318 $43K
SBI Okasan Asset Management Co.Ltd. 0.00% New 359 $43K
CENTRAL TRUST Co 0.00% Add +10000.0% 303 $41K
Ancora Advisors LLC 0.00% New 285 $39K
Rossby Financial, LCC 0.01% New 281 $37K
McIlrath & Eck, LLC 0.00% Reduce -19.9% 273 $37K
Larson Financial Group LLC 0.00% Add +49.2% 270 $37K
Essential Partners LLC 0.01% Add +0.4% 268 $36K
2UniFi Bank 0.02% No change 265 $36K
Heritage Wealth Advisors 0.00% No change 257 $35K
Cullen/Frost Bankers, Inc. 0.00% Add +27.0% 249 $34K
Persistent Asset Partners Ltd 0.01% Reduce -82.5% 245 $33K
Westside Investment Management, Inc. 0.00% Add +954.5% 232 $31K
Kilter Group LLC 0.01% Reduce -35.1% 231 $31K
Strategic Advocates LLC 0.13% Add +3028.6% 219 $30K
Covestor Ltd 0.02% Reduce -57.9% 213 $29K
Quadrant Capital Group LLC 0.00% Add +6.5% 213 $29K
Godsey & Gibb, Inc. 0.00% Add +2000.0% 210 $28K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -13.3% 208 $28K
SHP Wealth Management 0.00% Add +2.5% 205 $28K
Wealth Enhancement Trust Services, Inc. 0.00% New 201 $27K
Vision Financial Markets LLC 0.03% No change 200 $27K
Noble Wealth Management PBC 0.01% No change 200 $27K
Adirondack Trust Co. 0.01% No change 200 $27K
Anchor Investment Management, LLC 0.00% New 200 $27K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -89.1% 163 $26K
Blue Trust, Inc. 0.00% Add +37.2% 188 $25K
Toth Financial Advisory Corp. 0.00% Add +87.0% 187 $25K
Cornerstone Planning Group LLC 0.00% Add +32.8% 85 $25K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 160 $22K
Abound Wealth Management 0.00% Add +10.6% 156 $21K
WealthCollab, LLC 0.01% New 150 $20K
JFS Wealth Advisors, LLC 0.00% Add +0.7% 150 $20K
Community Financial Services Group, LLC 0.00% New 150 $20K
Tompkins Financial Corp. 0.00% New 143 $19K
Ankerstar Wealth, LLC 0.02% New 139 $19K
Scarborough Advisors, LLC 0.00% Add +12.5% 135 $18K
GoalVest Advisory LLC 0.00% Add +8.3% 130 $18K
Global X Japan Co., Ltd. 0.00% Reduce -71.5% 130 $18K
Valued Wealth Advisors LLC 0.01% Reduce -53.8% 128 $17K
True Wealth Design, LLC 0.00% Add +10.4% 127 $17K
University of Texas/Texas Am Investment Management Co. 0.00% No change 126 $17K
Root Financial Partners, LLC 0.00% Add +64.2% 110 $15K
Accent Capital Management, LLC 0.01% Add +5.0% 105 $14K
Caldwell Sutter Capital, Inc. 0.01% Reduce -27.6% 105 $14K
Fortitude Family Office, LLC 0.00% Add +112.2% 104 $14K
First Horizon Corp. 0.00% Reduce -3.8% 101 $14K
Millstone Evans Group, LLC 0.01% No change 100 $14K
Founders Capital Management 0.01% New 100 $14K
Fourth Dimension Wealth, LLC 0.01% New 100 $14K
Lloyd Advisory Services, LLC. 0.00% New 100 $14K
Kingdom Financial Group LLC. 0.00% New 100 $14K
Blume Capital Management, Inc. 0.00% No change 100 $14K
Asset Dedication, LLC 0.00% No change 100 $14K
Destiny Wealth Partners, LLC 0.00% New 98 $13K
Dogwood Wealth Management LLC 0.01% Add +143.6% 95 $13K
Acumen Wealth Advisors, LLC 0.00% Reduce -12.0% 95 $13K
Operose Advisors LLC 0.00% No change 93 $13K
Elequin Capital, LP 0.00% Reduce -55.6% 92 $12K
Bell Investment Advisors, Inc 0.00% Add +46.8% 91 $12K
Carolina Wealth Advisors, LLC 0.01% New 89 $12K
TD Private Client Wealth LLC 0.00% Add +1333.3% 86 $12K
MJT & Associates Financial Advisory Group, Inc. 0.01% Add +50.0% 75 $10K
Cassaday & Co Wealth Management LLC 0.00% New 70 $9K
CVA Family Office, LLC 0.00% New 65 $9K
Spire Wealth Management 0.00% Add +24.0% 62 $8K
Zions Bancorporation, National Association 0.00% New 57 $8K
Stone House Investment Management, LLC 0.00% Add +67.7% 52 $7K
Hazlett, Burt & Watson, Inc. 0.00% No change 52 $7K
Bare Financial Services, Inc 0.00% Reduce -37.8% 51 $7K
Private Trust Co. NA 0.00% Add +733.3% 50 $7K
Bangor Savings Bank 0.00% No change 50 $7K
Creative Financial Designs Inc. 0.00% New 50 $7K
MCF Advisors LLC 0.00% No change 48 $7K
Blue Bell Private Wealth Management, LLC 0.00% New 42 $6K
Retirement Wealth Solutions LLC 0.00% Add +14.7% 39 $5K
Private Wealth Management Group, LLC 0.00% Add +8.8% 37 $5K
Avion Wealth 0.00% Add +41.9% 44 $5K
Purpose Unlimited Inc. 0.00% Reduce -97.4% 36 $5K
Rachor Investment Advisory Services, LLC 0.00% Add +725.0% 33 $4K
Tidemark, LLC 0.00% New 31 $4K
Princeton Global Asset Management LLC 0.00% No change 31 $4K
Berbice Capital Management LLC 0.00% New 30 $4K
Hurley Capital, LLC 0.00% New 30 $4K
Rialto Wealth Management, LLC 0.00% Reduce -3.2% 30 $4K
Salomon & Ludwin, LLC 0.00% New 29 $4K
Marquette Asset Management, LLC 0.00% Add +55.6% 28 $4K
Clearstead Trust, LLC 0.00% New 25 $3K
POM Investment Strategies, LLC 0.00% New 25 $3K
Evelyn Partners Investment Management Services Ltd 0.00% New 25 $3K
Roble, Belko & Company, Inc 0.00% No change 23 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 22 $3K
Graney & King, LLC 0.00% No change 21 $3K
Aspect Partners, LLC 0.00% New 20 $3K
New England Capital Financial Advisors LLC 0.00% No change 20 $3K
Quarry LP 0.00% New 19 $3K
IMA Advisory Services, Inc. 0.00% Reduce -5.0% 19 $3K
YANKCOM Partnership 0.00% New 18 $2K
Raffa Wealth Management, LLC 0.00% Add +125.0% 18 $2K
Select Equity Group, L.P. 0.00% New 18 $2K
Intentional Wealth Strategies, LLC 0.00% — 17 $2K
Vermillion Wealth Management, Inc. 0.00% New 17 $2K
Manchester Capital Management LLC 0.00% Reduce -20.0% 16 $2K
Bogart Wealth, LLC 0.00% Add +220.0% 16 $2K
Tradewinds Capital Management, LLC 0.00% New 15 $2K
Armstrong Advisory Group, Inc. 0.00% No change 15 $2K
Transamerica Financial Advisors, LLC 0.00% Add +150.0% 15 $2K
SJS Investment Consulting Inc. 0.00% Add +62.5% 13 $2K
Westend Capital Management, LLC 0.00% No change 12 $2K
Dunhill Financial, LLC 0.00% Add +175.0% 11 $2K
Cornerstone Financial Management LLC 0.00% Add +120.0% 11 $1K
Godfrey Financial Associates, Inc. 0.00% Add +37.5% 11 $1K
Curio Wealth, LLC 0.00% New 11 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +120.0% 11 $1K
SWAN Capital LLC 0.00% New 10 $1K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.00% No change 10 $1K
Crewe Advisors LLC 0.00% New 10 $1K
First Command Advisory Services, Inc. 0.00% New 10 $1K
Principia Wealth Advisory, LLC 0.00% Add +14.3% 8 $1K
JPL Wealth Management, LLC 0.00% New 8 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 8 $1K
American Capital Advisory, LLC 0.00% Add +75.0% 7 $949
Roxbury Financial LLC 0.00% New 7 $948
McGuire Capital Advisors Inc. 0.00% No change 7 $948
Brown, Lisle/Cummings, Inc. 0.00% New 7 $948
Arlington Trust Co LLC 0.00% New 6 $813
1015 Capital Partners, LLC 0.00% Add +66.7% 5 $677
Sawyer & Company, Inc 0.00% New 5 $677
Hughes Financial Services, LLC 0.00% New 4 $542
Quaker Wealth Management, LLC 0.00% Add +200.0% 3 $407
HFM Investment Advisors, LLC 0.00% Add +50.0% 3 $406
North Star Investment Management Corp. 0.00% Reduce -72.7% 3 $406
Davis Capital Management 0.00% No change 2 $271
Frazier Financial Advisors, LLC 0.00% New 2 $271
Seneschal Advisors, LLC 0.00% Add +100.0% 2 $271
Nvest Wealth Strategies, Inc. 0.00% New 2 $271
TopTier Wealth Management, LLC 0.00% New 2 $271
Golden State Wealth Management, LLC 0.00% No change 2 $271
Ares Financial Consulting, LLC 0.00% New 2 $265
Capital Advisors, Ltd. LLC 0.00% No change 3 $0

"% of holder's portfolio" is BE's weight in each manager's 13F, not the share of Bloom Energy Corp. Class A the manager owns.