Coinbase Global Inc. Class ACOIN
13F holders, Q2 2024 (June 30)915holders −7
104new positions
115sold out
9famous investors
$222.23avg. 13F price*
At the end of Q2 2024, 915 institutions reported holding Coinbase Global Inc. Class A (COIN) in their 13F filings, down 7 from Q1 2024. 104 opened new positions and 115 sold out. The largest holders were Vanguard Group Inc. ($3.9B), FMR LLC ($2.5B) and BlackRock Inc. ($2.4B). 9 famous investors held it, including Cathie Wood (7.0% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Coinbase Global Inc. Class A
- Sector
- Finance
- CUSIP
- 19260Q107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $449.5M |
| Exits | 115 | $443.4M |
All 13F filers, Q1 2024 → Q2 2024: 16,238,334 shares bought and 9,299,105 shares sold, net +6,939,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 915 holders
| Vanguard Group Inc. | 0.08% | Add +4.4% | 17,657,059 | $3.9B |
| FMR LLC | 0.16% | Add +7.9% | 11,032,887 | $2.5B |
| BlackRock Inc. | 0.06% | Add +19.3% | 10,982,136 | $2.4B |
| Paradigm Operations LP | 100.00% | No change | 4,515,596 | $1.0B |
| State Street Corp. | 0.04% | Add +9.2% | 4,142,881 | $920.7M |
| ARK Investment Management | 7.02% | Reduce -19.5% | 3,558,701 | $790.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.51% | Reduce -8.7% | 3,129,708 | $695.5M |
| Geode Capital Management, LLC | 0.06% | Add +10.2% | 3,111,231 | $690.8M |
| Jane Street Group, LLC | 0.73% | Add +83.4% | 3,042,010 | $676.0M |
| Amova Asset Management Americas, Inc. | 6.90% | Reduce -10.9% | 2,689,484 | $597.5M |
| Morgan Stanley | 0.04% | Reduce -25.2% | 2,497,725 | $555.1M |
| Norges Bank | 0.07% | Add +5.5% | 2,086,738 | $463.7M |
| Clear Street Derivatives LLC | 6.92% | Add +57.6% | 2,012,159 | $447.2M |
| a16z Perennial Management, L.P. | 44.29% | Reduce -1.6% | 1,862,462 | $413.9M |
| Cowen and Company, LLC | 9.25% | Reduce -3.4% | 1,488,975 | $330.9M |
| Sozo Ventures GP II, L.P. | 99.03% | No change | 1,085,040 | $241.1M |
| Multicoin Capital Management, LLC | 77.03% | Add +30.4% | 1,067,797 | $237.3M |
| Renaissance Technologies | 0.40% | Add +185.9% | 1,063,117 | $236.3M |
| Northern Trust Corp. | 0.04% | Add +9.9% | 1,015,913 | $225.8M |
| Deutsche Bank AG | 0.10% | Add +68.9% | 992,183 | $220.5M |
| Legal & General Group Plc | 0.06% | Add +18.8% | 944,166 | $209.8M |
| JPMorgan Chase & Co. | 0.02% | Add +95.8% | 917,447 | $203.9M |
| Susquehanna International Group, LLP | 0.35% | Add +107.6% | 877,403 | $195.0M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +1.7% | 866,222 | $192.5M |
| Two Sigma Advisers, LP | 0.40% | Add +122.5% | 809,400 | $179.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +34.2% | 761,088 | $169.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.60% | Add +2.4% | 684,248 | $152.4M |
| Capital Fund Management S.A. | 1.73% | Add +145.2% | 684,422 | $152.1M |
| National Bank of Canada | 0.22% | Add +30.9% | 617,606 | $144.1M |
| Bank of New York Mellon Corp | 0.03% | Add +12.2% | 641,546 | $142.6M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -41.6% | 569,151 | $126.5M |
| Nuveen Asset Management, LLC | 0.03% | Add +15.2% | 518,292 | $115.2M |
| Bank of America Corp. | 0.01% | Add +22.1% | 476,868 | $106.0M |
| American Century Companies Inc. | 0.06% | Add +1136.7% | 474,234 | $105.4M |
| Voloridge Investment Management, LLC | 0.38% | Reduce -22.5% | 466,048 | $103.6M |
| Quadrature Capital Ltd | 1.70% | New | 456,397 | $101.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +23.7% | 442,003 | $98.2M |
| Lord, Abbett & Co. LLC | 0.32% | Add +2.3% | 437,092 | $97.1M |
| Invesco Ltd. | 0.02% | Reduce -11.7% | 418,939 | $93.1M |
| SVB Financial Group | 64.87% | No change | 415,805 | $92.4M |
| Squarepoint Ops LLC | 0.35% | Add +89.1% | 415,467 | $92.3M |
| Ribbit Management Company, LLC | 5.82% | No change | 376,450 | $83.7M |
| Allen Investment Management, LLC | 0.97% | Add +12.7% | 358,306 | $79.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -10.2% | 352,554 | $78.4M |
| Natixis | 0.48% | Reduce -66.5% | 345,114 | $76.7M |
| California Public Employees Retirement System | 0.06% | Add +11.3% | 338,045 | $75.1M |
| IDG Technology Venture Investment IV, LLC | 100.00% | No change | 332,866 | $74.0M |
| DGS Capital Management, LLC | 20.46% | Reduce -0.0% | 327,928 | $72.9M |
| Barclays PLC | 0.03% | Reduce -6.1% | 319,334 | $71.0M |
| Compound Planning, Inc. | 5.23% | Reduce -2.0% | 317,869 | $70.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.30% | Add +19.6% | 316,504 | $70.3M |
| Voya Investment Management LLC | 0.08% | Add +63.0% | 312,042 | $69.3M |
| Nomura Holdings Inc. | 0.45% | Add +148.1% | 311,980 | $69.3M |
| Cullinan Associates Inc. | 3.78% | Reduce -0.5% | 300,625 | $66.8M |
| California State Teachers Retirement System | 0.08% | Add +8.7% | 300,534 | $66.8M |
| Parcion Private Wealth LLC | 6.03% | No change | 296,663 | $65.9M |
| Group One Trading LLC | 1.99% | Add +21.6% | 284,185 | $63.2M |
| Two Sigma Investments, LP | 0.15% | Add +189.8% | 279,300 | $62.1M |
| Kemnay Advisory Services Inc. | 12.63% | No change | 273,431 | $60.8M |
| Qube Research & Technologies Ltd | 0.11% | New | 273,144 | $60.7M |
| UBS Group AG | 0.02% | Add +133.0% | 272,976 | $60.7M |
| Eagle Asset Management Inc. | 0.32% | New | 256,341 | $59.8M |
| Ieq Capital, LLC | 0.77% | Reduce -59.3% | 257,788 | $57.3M |
| Rhumbline Advisers | 0.05% | Add +26.1% | 256,584 | $57.0M |
| Man Group plc | 0.15% | Reduce -36.1% | 244,589 | $54.4M |
| National Pension Service | 0.06% | Reduce -9.4% | 229,807 | $51.1M |
| Paragon Capital Management Ltd | 9.11% | Reduce -3.6% | 223,393 | $49.6M |
| Contrarius Investment Management Ltd | 3.06% | Reduce -3.5% | 220,029 | $48.9M |
| Royal Bank of Canada | 0.01% | Reduce -20.3% | 218,444 | $48.5M |
| Westfield Capital Management Co. LP | 0.22% | New | 203,302 | $45.2M |
| HSBC Holdings PLC | 0.03% | Add +153.9% | 203,666 | $45.0M |
| Wolverine Trading, LLC | 0.72% | Add +120.4% | 197,651 | $43.9M |
| Tidal Investments LLC | 0.60% | Add +32.6% | 195,306 | $43.4M |
| State Board of Administration of Florida Retirement System | 0.08% | Add +1.9% | 191,794 | $42.6M |
| Citadel Advisors | 0.04% | Reduce -51.4% | 190,821 | $42.4M |
| Amundi | 0.02% | Add +9.3% | 188,050 | $42.3M |
| Patient Capital Management, LLC | 2.11% | Reduce -17.8% | 179,153 | $39.8M |
| SpiderRock Advisors, LLC | 1.01% | Add +3.8% | 172,576 | $38.4M |
| Osaic Holdings, Inc. | 0.09% | Reduce -18.4% | 169,671 | $37.7M |
| IMC-Chicago, LLC | 1.21% | Add +263.9% | 169,257 | $37.6M |
| Citigroup Inc. | 0.04% | Add +49.1% | 163,884 | $36.4M |
| Neuberger Berman Group LLC | 0.03% | Add +730.8% | 162,541 | $36.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.08% | — | 150,375 | $33.4M |
| Hel Ved Capital Management Ltd | 10.64% | Reduce -29.1% | 137,961 | $30.7M |
| Toronto Dominion Bank | 0.05% | Add +568.1% | 137,545 | $30.6M |
| Twin Tree Management, LP | 0.90% | New | 137,227 | $30.5M |
| New York State Common Retirement Fund | 0.04% | Add +13.3% | 137,095 | $30.5M |
| Banco Santander, S.A. | 0.36% | New | 132,169 | $29.4M |
| Three Bridge Wealth Advisors, LLC | 10.96% | Add +0.0% | 124,398 | $27.6M |
| Macquarie Group Ltd. | 0.03% | Add +832.4% | 121,520 | $27.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +19.0% | 115,725 | $25.7M |
| Worldquant Millennium Advisors LLC | 0.23% | Add +28.4% | 115,687 | $25.7M |
| LPL Financial LLC | 0.01% | Add +11.1% | 112,622 | $25.0M |
| TD Asset Management Inc | 0.02% | Reduce -35.3% | 111,567 | $24.8M |
| Storebrand Asset Management As | 0.08% | Add +28.2% | 108,425 | $24.1M |
| Intech Investment Management LLC | 0.30% | Add +164.7% | 107,361 | $23.9M |
| First Trust Advisors LP | 0.02% | Add +2.4% | 105,459 | $23.4M |
| Twinbeech Capital LP | 0.45% | New | 103,526 | $23.0M |
| Schroder Investment Management Group | 0.03% | Add +494.0% | 103,232 | $22.9M |
| Azora Capital LP | 1.31% | Add +283.2% | 102,790 | $22.8M |
| Mizuho Markets Americas LLC | 0.62% | Add +94.7% | 100,637 | $22.4M |
| Parallax Volatility Advisers, L.P. | 0.64% | Add +2.8% | 98,605 | $21.9M |
| State of Wisconsin Investment Board | 0.06% | Add +6.5% | 98,446 | $21.9M |
| Simplex Trading, LLC | 0.70% | New | 97,709 | $21.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.0% | 94,865 | $21.1M |
| Van Eck Associates Corp. | 0.03% | Add +14.3% | 94,496 | $21.0M |
| Rockefeller Capital Management L.P. | 0.06% | Add +3.6% | 90,094 | $20.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +0.9% | 89,255 | $19.8M |
| Bank of Nova Scotia | 0.04% | Add +1123.2% | 88,402 | $19.6M |
| Ossiam | 0.37% | Add +122.9% | 88,260 | $19.6M |
| Treasurer of the State of North Carolina | 0.08% | Add +9.0% | 85,906 | $19.1M |
| Robeco Institutional Asset Management B.V. | 0.04% | Add +80.0% | 81,647 | $18.1M |
| Whittier Trust Co. | 0.25% | Reduce -1.0% | 80,133 | $17.8M |
| Public Employees Retirement System of Ohio | 0.07% | Add +19.9% | 79,727 | $17.7M |
| Federated Hermes, Inc. | 0.04% | Add +24.6% | 77,766 | $17.3M |
| Royal London Asset Management Ltd. | 0.04% | Add +14.9% | 77,167 | $17.1M |
| Walleye Trading LLC | 0.34% | Add +6.1% | 76,580 | $17.0M |
| Danske Bank A/S | 0.06% | Add +17.1% | 73,925 | $16.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -10.0% | 73,390 | $16.3M |
| Mariner, LLC | 0.03% | Add +4.4% | 72,403 | $16.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +9.8% | 71,651 | $15.9M |
| Morling Financial Advisors, LLC | 6.93% | Reduce -2.7% | 71,561 | $15.9M |
| Summit Trail Advisors, LLC | 0.41% | Reduce -0.7% | 70,450 | $15.7M |
| IvyRock Asset Management (HK) Ltd | 6.63% | Reduce -51.0% | 69,999 | $15.6M |
| BIT Capital GmbH | 1.40% | Reduce -75.3% | 69,416 | $15.4M |
| State of New Jersey Common Pension Fund D | 0.07% | Reduce -31.0% | 69,149 | $15.4M |
| Aequim Alternative Investments LP | 6.31% | Add +112.3% | 68,800 | $15.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 68,798 | $15.3M |
| Pictet Asset Management Holding SA | 0.02% | Add +8.2% | 68,531 | $15.2M |
| ICONIQ Capital, LLC | 0.32% | Reduce -0.2% | 68,256 | $15.2M |
| Mn Services Vermogensbeheer B.V. | 0.11% | Reduce -2.9% | 68,200 | $15.2M |
| Wells Fargo & Company | 0.00% | Add +21.7% | 68,194 | $15.2M |
| Wealthfront Advisers LLC | 0.05% | Reduce -0.8% | 67,470 | $15.0M |
| Cresset Asset Management, LLC | 0.06% | Reduce -8.8% | 67,450 | $15.0M |
| Asset Management One Co., Ltd. | 0.06% | Add +5.8% | 65,841 | $14.6M |
| Exchange Traded Concepts, LLC | 0.37% | Reduce -13.5% | 65,761 | $14.6M |
| GTS Securities LLC | 0.30% | Add +6.3% | 65,490 | $14.6M |
| Penserra Capital Management LLC | 0.18% | Reduce -20.6% | 65,347 | $14.5M |
| Victory Capital Management Inc. | 0.01% | Add +23.7% | 60,761 | $13.5M |
| Logan Capital Management Inc. | 0.56% | Reduce -1.2% | 58,036 | $12.9M |
| Aquatic Capital Management LLC | 0.48% | Add +4733.3% | 58,000 | $12.9M |
| Senator Investment Group LP | 0.63% | Reduce -20.6% | 57,668 | $12.8M |
| Resona Asset Management Co.,Ltd. | 0.08% | Add +0.3% | 56,000 | $12.5M |
| Millennium Management | 0.01% | Reduce -81.1% | 54,943 | $12.2M |
| Arizona State Retirement System | 0.08% | Add +12.9% | 53,851 | $12.0M |
| Bank of Montreal | 0.00% | Reduce -52.2% | 53,111 | $11.8M |
| EULAV Asset Management | 0.32% | Add +3.9% | 53,000 | $11.8M |
| KBC Group NV | 0.03% | Reduce -26.7% | 51,585 | $11.5M |
| Sloy Dahl & Holst, LLC | 2.38% | Add +2.5% | 51,026 | $11.3M |
| Refined Wealth Management | 8.72% | Reduce -1.9% | 50,859 | $11.3M |
| Korea Investment CORP | 0.03% | Add +79.2% | 50,405 | $11.2M |
| Creative Planning | 0.01% | Add +20.0% | 50,210 | $11.2M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +10.7% | 49,817 | $11.1M |
| Vestmark Advisory Solutions, Inc. | 0.44% | Reduce -39.4% | 47,164 | $10.5M |
| Trexquant Investment LP | 0.16% | Add +95.0% | 46,375 | $10.3M |
| Swedbank AB | 0.01% | Add +138.9% | 45,476 | $10.1M |
| Jump Financial, LLC | 0.20% | Add +1533.2% | 44,847 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.8% | 44,847 | $10.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -13.7% | 43,946 | $9.8M |
| Engineers Gate Manager LP | 0.21% | Add +261.5% | 42,911 | $9.5M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.10% | — | 40,700 | $9.0M |
| Jasper Ridge Partners, L.P. | 0.29% | Add +0.5% | 39,900 | $8.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.14% | Add +743.3% | 39,670 | $8.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +430.4% | 38,563 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.0% | 38,373 | $8.5M |
| Vident Advisory, LLC | 0.23% | Add +6.6% | 37,999 | $8.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Add +8.6% | 37,825 | $8.4M |
| IFM Investors Pty Ltd | 0.08% | Add +7.7% | 37,253 | $8.3M |
| Handelsbanken Fonder AB | 0.04% | Add +4497.5% | 36,918 | $8.2M |
| Carnegie Investment Counsel | 0.26% | Reduce -11.9% | 36,838 | $8.2M |
| Liontrust Investment Partners LLP | 0.12% | New | 36,678 | $8.2M |
| Quantbot Technologies LP | 0.39% | New | 35,860 | $8.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.05% | Add +71.8% | 35,578 | $7.9M |
| Forsta Ap-Fonden | 0.07% | Reduce -3.1% | 34,300 | $7.6M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +23.7% | 33,522 | $7.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +110.8% | 32,168 | $7.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -64.5% | 32,063 | $7.1M |
| Xponance LLC | 0.07% | Add +114.4% | 31,695 | $7.0M |
| Utah Retirement Systems | 0.08% | Add +3.4% | 30,751 | $6.8M |
| AQR Capital Management | 0.01% | Add +103.8% | 30,729 | $6.8M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -94.2% | 30,649 | $6.8M |
| DNB Asset Management AS | 0.03% | Reduce -60.5% | 30,621 | $6.8M |
| Stifel Financial Corp. | 0.01% | Reduce -4.4% | 29,921 | $6.6M |
| SVB Wealth LLC | 0.16% | Add +0.3% | 29,906 | $6.6M |
| HAP Trading, LLC | 2.90% | Reduce -5.4% | 29,883 | $6.6M |
| Hudson Bay Capital Management LP | 0.06% | Add +15.5% | 29,787 | $6.6M |
| Vontobel Holding Ltd. | 0.02% | Reduce -65.4% | 29,459 | $6.5M |
| USS Investment Management Ltd | 0.05% | Add +2.2% | 29,432 | $6.5M |
| Andra AP-fonden | 0.11% | New | 29,100 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +9.1% | 28,306 | $6.3M |
| Blair William & Co. | 0.02% | Reduce -0.5% | 26,688 | $5.9M |
| Public Employees Retirement Association of Colorado | 0.02% | Add +39.9% | 26,022 | $5.8M |
| FORA Capital, LLC | 0.69% | Reduce -12.2% | 25,595 | $5.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +3.8% | 25,745 | $5.6M |
| SG Americas Securities, LLC | 0.04% | Reduce -94.0% | 25,338 | $5.6M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -11.8% | 25,325 | $5.6M |
| Pathstone Holdings, LLC | 0.03% | Reduce -51.6% | 25,292 | $5.6M |
| Public Sector Pension Investment Board | 0.04% | Add +7.4% | 25,178 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -19.9% | 25,011 | $5.6M |
| Commerce Bank | 0.03% | Add +142.7% | 24,241 | $5.4M |
| Mission Creek Capital Partners, Inc. | 1.35% | Reduce -54.3% | 24,071 | $5.3M |
| Lindbrook Capital, LLC | 0.48% | Reduce -22.9% | 23,049 | $5.1M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +9.2% | 21,701 | $4.8M |
| Aviva PLC | 0.01% | Reduce -15.3% | 21,576 | $4.8M |
| Sage Rhino Capital LLC | 1.12% | Reduce 0.0% | 21,011 | $4.7M |
| Keebeck Wealth Management | 0.68% | Add +2.1% | 20,925 | $4.7M |
| APG Asset Management N.V. | 0.01% | Add +261.0% | 22,407 | $4.6M |
| Stevens Capital Management LP | 1.51% | Add +106.5% | 20,072 | $4.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -14.0% | 19,908 | $4.4M |
| Elevatus Welath Management | 1.64% | New | 19,763 | $4.4M |
| PDT Partners, LLC | 0.41% | Add +524.8% | 19,525 | $4.3M |
| Touchstone Capital, Inc. | 6.66% | Reduce -5.3% | 19,100 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.0% | 18,890 | $4.2M |
| Cibc World Market Inc. | 0.01% | Add +278.0% | 18,448 | $4.1M |
| First Trust Investment Solutions L.P. | 0.57% | Add +13.4% | 18,321 | $4.1M |
| Gilder Gagnon Howe & Co. LLC | 0.05% | Add +0.6% | 18,293 | $4.1M |
| Edgestream Partners, L.P. | 0.19% | Add +20.4% | 17,815 | $4.0M |
| Raymond James & Associates | 0.00% | Reduce -4.9% | 17,771 | $3.9M |
| Zacks Investment Management | 0.04% | Add +215.9% | 17,513 | $3.9M |
| Private Advisor Group, LLC | 0.03% | Add +12.8% | 17,256 | $3.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Add +16.7% | 17,253 | $3.8M |
| Zweig-DiMenna Associates LLC | 0.43% | Reduce -84.6% | 17,219 | $3.8M |
| Rheos Capital Works Inc. | 0.20% | New | 17,000 | $3.8M |
| Principal Financial Group Inc. | 0.00% | Add +15.6% | 16,805 | $3.7M |
| Clarity Capital Partners LLC | 2.25% | Add +0.1% | 16,516 | $3.7M |
| Elo Mutual Pension Insurance Co | 0.08% | Add +2.8% | 16,292 | $3.6M |
| Optas, LLC | 0.93% | Add +0.2% | 16,176 | $3.6M |
| Maryland State Retirement & Pension System | 0.06% | Add +14.4% | 15,379 | $3.4M |
| Prudential Financial Inc. | 0.01% | Add +4.6% | 15,264 | $3.4M |
| Goldentree Asset Management LP | 0.29% | New | 14,771 | $3.3M |
| Dark Forest Capital Management LP | 0.60% | Add +204.3% | 14,752 | $3.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +136.4% | 14,675 | $3.2M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +23.3% | 14,442 | $3.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -6.5% | 14,400 | $3.2M |
| Allianz Asset Management GmbH | 0.01% | Add +39.9% | 14,371 | $3.2M |
| CTC LLC | 0.23% | Reduce -86.1% | 14,092 | $3.1M |
| Walter & Keenan Wealth Management LLC /in/ | 1.00% | No change | 14,074 | $3.1M |
| Nordea Investment Management AB | 0.00% | Add +12.9% | 13,986 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +71.0% | 13,830 | $3.1M |
| Debussy Capital Management LP | 0.87% | Reduce -0.1% | 13,808 | $3.1M |
| Newlands Management Operations LLC | 0.03% | No change | 13,757 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +229.4% | 13,744 | $3.1M |
| Comerica Bank | 0.01% | Add +658.4% | 13,704 | $3.0M |
| Magnetar Financial LLC | 0.07% | New | 13,616 | $3.0M |
| MBB Public Markets I LLC | 0.06% | Add +495.8% | 13,585 | $3.0M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -0.0% | 13,143 | $2.9M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Add +362.8% | 13,125 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | — | 12,305 | $2.9M |
| Amalgamated Bank | 0.02% | Add +32.0% | 12,935 | $2.9M |
| Fiduciary Financial Group, LLC | 0.69% | — | 11,382 | $2.9M |
| Daiwa Securities Group Inc. | 0.02% | Add +5.4% | 12,864 | $2.9M |
| Bokf, NA | 0.05% | Add +341.4% | 12,811 | $2.8M |
| SRN Advisors, LLC | 2.36% | Add +10.9% | 12,774 | $2.8M |
| Cerity Partners LLC | 0.01% | Reduce -2.4% | 12,713 | $2.8M |
| Fifth Third Bancorp | 0.01% | Add +0.4% | 12,498 | $2.8M |
| Baader Bank Aktiengesellschaft | 0.22% | Add +131.2% | 12,486 | $2.8M |
| Stablepoint Partners, LLC | 0.53% | Reduce -10.3% | 11,742 | $2.7M |
| Leonteq Securities AG | 0.38% | Add +75.9% | 12,221 | $2.7M |
| Aletheian Wealth Advisors LLC | 1.43% | Reduce -17.5% | 12,192 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +26.9% | 12,118 | $2.7M |
| Sei Investments Co. | 0.00% | Add +22.3% | 12,128 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +24.5% | 11,826 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.4% | 11,780 | $2.6M |
| Brevan Howard Capital Management LP | 0.18% | New | 11,734 | $2.6M |
| Boothbay Fund Management, LLC | 0.09% | Add +154.2% | 11,628 | $2.6M |
| Caprock Group, LLC | 0.10% | Add +215.2% | 11,548 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +169.4% | 11,468 | $2.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -33.8% | 11,347 | $2.5M |
| Varma Mutual Pension Insurance Co | 0.02% | Reduce -80.1% | 11,300 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Add +79.2% | 11,224 | $2.5M |
| Ninepoint Partners LP | 0.27% | Reduce -31.0% | 11,110 | $2.5M |
| United Capital Management of KS, Inc. | 0.54% | Add +5.4% | 11,027 | $2.5M |
| WCG Wealth Advisors LLC | 0.18% | Reduce -2.5% | 10,919 | $2.4M |
| Grace & Mercy Foundation, Inc. | 0.54% | No change | 10,719 | $2.4M |
| Sepio Capital, LP | 0.22% | Add +6.5% | 10,716 | $2.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -5.1% | 9,454 | $2.3M |
| Candriam S.C.A. | 0.01% | Add +9.8% | 10,506 | $2.3M |
| Baillie Gifford & Co. | 0.00% | Add +0.0% | 10,484 | $2.3M |
| LexAurum Advisors, LLC | 0.57% | No change | 10,334 | $2.3M |
| Richard W. Paul & Associates, LLC | 0.88% | Reduce -3.7% | 10,298 | $2.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +60.5% | 10,276 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 10,219 | $2.3M |
| Rakuten Securities, Inc. | 0.96% | Reduce -68.0% | 10,038 | $2.2M |
| Cibc World Markets Corp. | 0.01% | Add +41.0% | 10,016 | $2.2M |
| Ardmore Road Asset Management LP | 0.34% | New | 10,000 | $2.2M |
| Wellington Management Group LLP | 0.00% | Reduce -23.1% | 9,726 | $2.2M |
| QRG Capital Management, Inc. | 0.03% | Add +130.5% | 9,703 | $2.2M |
| Concentric Capital Strategies, LP | 0.13% | New | 9,648 | $2.1M |
| Sherbrooke Park Advisers LLC | 0.37% | Add +183.8% | 9,616 | $2.1M |
| US Bancorp \de | 0.00% | Add +18.0% | 9,601 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.0% | 9,323 | $2.1M |
| Mackenzie Financial Corp. | 0.00% | Add +639.4% | 9,205 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -9.1% | 9,152 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +4.0% | 9,068 | $2.0M |
| Vestcor Inc | 0.07% | Reduce -14.1% | 9,026 | $2.0M |
| Intrinsic Edge Capital Management LLC | 0.19% | Add +800.0% | 9,000 | $2.0M |
| Ethic Inc. | 0.05% | Reduce -31.2% | 8,907 | $2.0M |
| Independent Financial Group, LLC | 0.08% | Add +23.1% | 8,862 | $2.0M |
| Franklin Resources Inc. | 0.00% | Add +9.2% | 8,843 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +102.3% | 8,715 | $1.9M |
| Fiduciary Alliance LLC | 0.31% | Add +102.7% | 8,332 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +55.1% | 8,518 | $1.9M |
| Point72 Italy, S.r.l. | 0.82% | Reduce -13.3% | 8,500 | $1.9M |
| AQR Arbitrage LLC | 0.09% | New | 8,390 | $1.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +18.2% | 8,386 | $1.9M |
| Brown Advisory Inc. | 0.00% | Reduce -2.1% | 8,226 | $1.8M |
| Brighton Jones LLC | 0.06% | Reduce -1.1% | 8,112 | $1.8M |
| F/m Investments LLC | 0.06% | New | 8,053 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +138.2% | 7,924 | $1.8M |
| Rede Wealth, LLC | 1.60% | Reduce -0.4% | 7,826 | $1.7M |
| Arbor Capital Management Inc. | 1.59% | Reduce -3.0% | 7,441 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +12.7% | 7,794 | $1.7M |
| Old Mission Capital LLC | 0.05% | Add +678.3% | 7,744 | $1.7M |
| Headlands Technologies LLC | 0.18% | Add +689.4% | 7,712 | $1.7M |
| Verition Fund Management LLC | 0.01% | Reduce -72.8% | 7,559 | $1.7M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -11.1% | 7,539 | $1.7M |
| Joel Isaacson & Co., LLC | 0.09% | Reduce -2.6% | 7,491 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -61.1% | 7,324 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.2% | 7,265 | $1.6M |
| Cantor Fitzgerald, L. P. | 0.33% | Add +41.4% | 7,241 | $1.6M |
| Resolute Advisors LLC | 0.41% | Add +42.0% | 7,100 | $1.6M |
| Windle Wealth, LLC | 0.91% | Add +12.5% | 6,714 | $1.5M |
| Nilsine Partners, LLC | 0.20% | Reduce -0.5% | 6,703 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +5.6% | 6,695 | $1.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -4.0% | 6,638 | $1.5M |
| Verdence Capital Advisors LLC | 0.13% | Add +9.8% | 6,622 | $1.5M |
| CIBC Asset Management Inc | 0.01% | Add +31.2% | 6,595 | $1.5M |
| Burford Brothers, Inc. | 0.85% | Add +6.8% | 6,565 | $1.5M |
| Nwam LLC | 0.43% | Reduce -4.5% | 6,554 | $1.5M |
| Realta Investment Advisors | 0.28% | Reduce -5.1% | 6,382 | $1.4M |
| Rathbones Group PLC | 0.01% | Add +4.5% | 6,364 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 6,136 | $1.4M |
| Credit Agricole S A | 0.01% | Add +965.0% | 6,092 | $1.4M |
| Capula Management Ltd | 0.02% | New | 6,087 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +11.7% | 6,085 | $1.4M |
| Swiss Life Asset Management Ltd | 0.02% | Add +136.5% | 6,045 | $1.3M |
| Dakota Wealth Management | 0.03% | New | 6,032 | $1.3M |
| M&T Bank Corp | 0.00% | Add +23.8% | 6,000 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +12.1% | 5,988 | $1.3M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 5,976 | $1.3M |
| AlTi Global, Inc. | 0.04% | Reduce -6.1% | 5,973 | $1.3M |
| Independent Advisor Alliance | 0.05% | Add +93.3% | 5,924 | $1.3M |
| Choreo, LLC | 0.02% | New | 5,610 | $1.3M |
| Lecap Asset Management Ltd. | 0.28% | Add +219.1% | 5,817 | $1.3M |
| Convergence Investment Partners, LLC | 0.38% | Add +108.1% | 5,804 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.1% | 5,804 | $1.3M |
| Cwm, LLC | 0.01% | Reduce -3.1% | 5,786 | $1.3M |
| PMC FIG Opportunities LLC | 1.91% | Add +204.9% | 5,681 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | New | 5,635 | $1.3M |
| Gerber, LLC | 0.98% | Add +0.7% | 5,604 | $1.2M |
| Tokio Marine Asset Management Co. Ltd. | 0.06% | New | 5,602 | $1.2M |
| Freestone Capital Holdings, LLC | 0.04% | Add +54.8% | 5,576 | $1.2M |
| Hennessy Advisors Inc. | 0.05% | Reduce -8.3% | 5,500 | $1.2M |
| LBP Am SA | 0.05% | Add +249.5% | 5,498 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | New | 5,492 | $1.2M |
| CAP Partners, LLC | 0.99% | Add +1.9% | 5,487 | $1.2M |
| Covenant Asset Management, LLC | 0.27% | No change | 5,430 | $1.2M |
| Gotham Asset Management | 0.02% | Reduce -0.4% | 5,403 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +51.0% | 5,403 | $1.2M |
| Fulton Bank, N.A. | 0.05% | Reduce -1.4% | 5,322 | $1.2M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | Add +307.5% | 5,301 | $1.2M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -9.0% | 5,264 | $1.2M |
| Empowered Funds, LLC | 0.02% | Add +3.1% | 5,142 | $1.1M |
| Beacon Investment Advisors LLC | 0.58% | No change | 5,111 | $1.1M |
| Bridgewater Associates | 0.01% | New | 5,049 | $1.1M |
| Western Financial Corp | 0.68% | Reduce -2.2% | 5,032 | $1.1M |
| Sona Asset Management (us) LLC | 1.09% | Reduce -51.0% | 5,000 | $1.1M |
| Birch Hill Investment Advisors LLC | 0.05% | No change | 5,000 | $1.1M |
| Compass Ion Advisors, LLC | 0.16% | No change | 4,163 | $1.1M |
| Harvest Portfolios Group Inc. | 0.04% | Reduce -29.1% | 4,963 | $1.1M |
| Hunting Hill Global Capital, LLC | 0.54% | No change | 4,904 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +7.3% | 4,863 | $1.1M |
| Aberdeen Group plc | 0.00% | Reduce -92.0% | 4,798 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +9.0% | 4,758 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +9.0% | 4,758 | $1.1M |
| Walleye Capital LLC | 0.01% | Add +433.6% | 4,749 | $1.1M |
| Gateway Advisory, LLC | 0.18% | Add +3.1% | 4,719 | $1.0M |
| Lake Street Advisors Group, LLC | 0.05% | Reduce -0.8% | 4,714 | $1.0M |
| Cim Investment Management Inc. | 0.32% | Reduce -1.1% | 4,701 | $1.0M |
| Bayesian Capital Management, LP | 0.12% | Add +88.0% | 4,700 | $1.0M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 4,682 | $1.0M |
| Level Four Advisory Services, LLC | 0.05% | Add +112.3% | 4,657 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +18.7% | 4,645 | $1.0M |
| Vinva Investment Management Ltd | 0.05% | Reduce -23.6% | 4,586 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.7% | 4,469 | $993K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +4.9% | 4,319 | $960K |
| Emory University | 0.62% | Reduce -4.2% | 4,312 | $958K |
| Koss-Olinger Consulting, LLC | 0.09% | New | 4,264 | $948K |
| Hancock Whitney Corp. | 0.03% | Add +0.1% | 4,265 | $948K |
| UniSuper Management Pty Ltd | 0.01% | Add +68.0% | 4,200 | $933K |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -25.5% | 4,198 | $932K |
| CV Advisors LLC | 0.52% | Reduce -2.7% | 4,184 | $930K |
| Investment Management Corp of Ontario | 0.02% | Add +45.9% | 4,131 | $918K |
| Tudor Investment Corporation | 0.01% | Reduce -94.4% | 4,119 | $915K |
| Landscape Capital Management, L.L.C. | 0.08% | New | 4,050 | $900K |
| First Trust Direct Indexing L.P. | 0.06% | Add +5.7% | 4,035 | $897K |
| Blue Trust, Inc. | 0.01% | Add +1775.6% | 3,376 | $895K |
| Longitude (Cayman) Ltd. | 1.40% | Reduce -63.6% | 4,000 | $889K |
| Monetta Financial Services Inc. | 0.77% | No change | 4,000 | $889K |
| HBK Investments L P | 0.02% | New | 4,000 | $889K |
| 1776 Wealth LLC | 0.40% | No change | 3,977 | $884K |
| Regal Investment Advisors LLC | 0.06% | Add +0.3% | 3,931 | $874K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -11.1% | 3,829 | $851K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -7.7% | 3,815 | $848K |
| Activest Wealth Management | 0.28% | Add +1008.5% | 3,791 | $842K |
| Metis Global Partners, LLC | 0.03% | Add +74.3% | 3,785 | $841K |
| Focus Financial Network, Inc. | 0.04% | Reduce -35.5% | 3,353 | $835K |
| Bleakley Financial Group, LLC | 0.02% | Add +11.5% | 3,757 | $835K |
| Simplicity Wealth,LLC | 0.02% | Add +11.5% | 3,752 | $834K |
| Intellectus Partners, LLC | 0.23% | No change | 3,730 | $829K |
| Transcend Capital Advisors, LLC | 0.06% | Add +34.9% | 3,713 | $825K |
| Teacher Retirement System of Texas | 0.00% | Reduce -18.1% | 3,612 | $803K |
| Qsemble Capital Management, LP | 0.15% | New | 3,611 | $802K |
| Regal Partners Ltd | 0.08% | Reduce -60.4% | 3,600 | $800K |
| Vienna Asset Management LLC | 0.66% | Add +68.0% | 3,591 | $798K |
| Corebridge Financial, Inc. | 0.00% | — | 3,541 | $787K |
| Alpha DNA Investment Management LLC | 0.44% | Add +13.3% | 3,522 | $783K |
| Versor Investments LP | 0.14% | Reduce -42.8% | 3,507 | $779K |
| Westshore Wealth, LLC | 0.32% | No change | 3,506 | $779K |
| Quantinno Capital Management LP | 0.01% | Add +8.9% | 3,505 | $779K |
| Spire Wealth Management | 0.03% | Add +5.5% | 3,500 | $778K |
| AXS Investments LLC | 0.22% | New | 3,494 | $776K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +5.4% | 3,492 | $776K |
| Mutual Advisors, LLC | 0.02% | Add +14.7% | 3,308 | $775K |
| Capital Impact Advisors, LLC | 2.17% | New | 3,464 | $770K |
| Aspen Grove Capital, LLC | 0.18% | Reduce -0.4% | 3,405 | $757K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -15.2% | 3,339 | $742K |
| STRS Ohio | 0.00% | Add +14.4% | 3,326 | $739K |
| Plato Investment Management Ltd | 0.07% | New | 3,324 | $739K |
| Interchange Capital Partners, LLC | 0.27% | Reduce -2.1% | 3,301 | $733K |
| Staley Capital Advisers Inc. | 0.03% | No change | 3,300 | $733K |
| Two Sigma Securities, LLC | 0.03% | New | 3,270 | $727K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -3.5% | 3,202 | $712K |
| Windmill Hill Asset Management Ltd | 0.29% | New | 3,160 | $702K |
| Atlas Capital Advisors Inc. | 0.09% | Reduce -19.3% | 3,147 | $699K |
| Ballentine Partners, LLC | 0.01% | Add +20.3% | 3,124 | $694K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -0.2% | 3,093 | $687K |
| AdvisorNet Financial, Inc | 0.06% | Add +0.2% | 3,088 | $686K |
| BluePointe Capital Management, LLC | 0.45% | Reduce -17.3% | 2,996 | $666K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.08% | Add +79.3% | 2,994 | $665K |
| Wedbush Securities Inc. | 0.02% | Reduce -19.1% | 2,981 | $662K |
| Pallas Capital Advisors LLC | 0.03% | Add +10.4% | 2,807 | $655K |
| Strategic Advocates LLC | 0.26% | Add +31.5% | 2,942 | $654K |
| NewEdge Wealth, LLC | 0.01% | Add +2.9% | 2,912 | $647K |
| Caxton Associates LP | 0.02% | New | 2,828 | $628K |
| Arkadios Wealth Advisors | 0.04% | Add +98.5% | 2,815 | $626K |
| Ascentis Independent Advisors | 0.13% | — | 2,814 | $625K |
| Itau Unibanco Holding S.A. | 0.03% | Add +18.9% | 2,805 | $623K |
| CoreCap Advisors, LLC | 0.06% | Add +43.5% | 2,799 | $622K |
| Twin Peaks Wealth Advisors, LLC | 0.31% | No change | 2,784 | $619K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +18.7% | 2,769 | $615K |
| Keystone Financial Group | 0.22% | Reduce -2.6% | 2,766 | $615K |
| Harbour Investments, Inc. | 0.02% | Reduce -2.6% | 2,764 | $614K |
| Oak Thistle LLC | 0.45% | Add +85.7% | 2,746 | $610K |
| JT Stratford LLC | 0.11% | Add +1.4% | 2,701 | $600K |
| Marex Group Ltd | 0.02% | Add +205.4% | 2,700 | $600K |
| Abn Amro Investment Solutions | 0.01% | Add +222.0% | 2,695 | $599K |
| Lazari Capital Management, Inc. | 0.27% | Add +8.5% | 2,692 | $598K |
| Prudential PLC | 0.00% | No change | 2,658 | $591K |
| Assenagon Asset Management S.A. | 0.00% | Add +39.1% | 2,629 | $584K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -1.1% | 2,607 | $579K |
| Brookstone Capital Management | 0.01% | Add +7.8% | 2,321 | $578K |
| Numerai GP LLC | 0.21% | New | 2,588 | $575K |
| Rakuten Investment Management, Inc. | 0.00% | Add +70.2% | 2,555 | $572K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +6.6% | 2,570 | $571K |
| HighPoint Advisor Group LLC | 0.03% | Add +6.3% | 2,482 | $557K |
| Empirical Capital Management, LLC | 0.40% | Add +92.3% | 2,500 | $556K |
| Yousif Capital Management, LLC | 0.01% | Add +28.5% | 2,500 | $556K |
| Dimension Capital Management LLC | 0.11% | Add +0.9% | 2,495 | $555K |
| Allworth Financial LP | 0.00% | Reduce -8.0% | 2,145 | $553K |
| Signaturefd, LLC | 0.01% | Reduce -5.0% | 2,457 | $546K |
| X-Square Capital, LLC | 0.20% | New | 2,454 | $545K |
| Kingsview Wealth Management, LLC | 0.01% | Add +56.5% | 2,446 | $544K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -5.3% | 2,431 | $540K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -74.4% | 2,408 | $535K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -30.3% | 2,824 | $535K |
| Townsquare Capital LLC | 0.01% | Add +81.0% | 2,404 | $534K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.2% | 2,375 | $528K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -23.0% | 2,370 | $527K |
| MSH Capital Advisors LLC | 0.17% | Add +3.3% | 2,354 | $523K |
| Prairie Wealth Advisors, Inc. | 0.26% | Reduce -5.9% | 2,325 | $517K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 2,296 | $510K |
| Diversified Trust Co. | 0.01% | Add +8.5% | 2,287 | $508K |
| Focus Partners Wealth | 0.00% | Add +22.7% | 2,277 | $506K |
| Schechter Investment Advisors, LLC | 0.04% | Add +0.5% | 2,264 | $503K |
| Waldron Private Wealth LLC | 0.02% | Reduce -8.5% | 2,259 | $502K |
| Baird Financial Group, Inc. | 0.00% | Reduce -39.8% | 2,244 | $499K |
| Convergence Financial, LLC | 0.13% | Add +2.9% | 2,242 | $498K |
| Graham Capital Management, L.P. | 0.03% | Reduce -46.8% | 2,203 | $490K |
| Nicholas Wealth, LLC. | 0.35% | Reduce -0.3% | 2,199 | $489K |
| C M Bidwell & Associates Ltd. | 0.33% | Add +8.4% | 2,189 | $486K |
| Geneva Partners, LLC | 0.20% | Reduce -87.4% | 2,185 | $486K |
| Avantax Advisory Services, Inc. | 0.00% | New | 2,176 | $484K |
| Inscription Capital, LLC | 0.08% | No change | 2,159 | $480K |
| Meeder Advisory Services, Inc. | 0.03% | Add +39.6% | 2,138 | $475K |
| Forum Financial Management, LP | 0.01% | Add +11.9% | 2,128 | $473K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +4.4% | 2,099 | $466K |
| Accurate Wealth Management, LLC | 0.11% | Add +3.6% | 1,913 | $465K |
| Heritage Oak Wealth Advisors LLC | 0.24% | — | 2,081 | $462K |
| Financial Freedom, LLC | 0.26% | No change | 2,080 | $462K |
| SC US (ttgp), LTD. | 0.00% | No change | 2,074 | $461K |
| National Philanthropic Trust | 0.01% | Add +32.4% | 2,065 | $459K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -4.9% | 2,056 | $457K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -1.0% | 2,056 | $457K |
| Cigna Investments Inc. | 0.08% | Add +11.5% | 2,044 | $455K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Add +129.6% | 2,020 | $449K |
| Benjamin Edwards Inc. | 0.09% | Add +3.1% | 2,009 | $446K |
| DAVENPORT & Co LLC | 0.00% | New | 1,964 | $437K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +18.2% | 1,960 | $436K |
| WINTON GROUP Ltd | 0.03% | New | 1,935 | $430K |
| M Holdings Securities, Inc. | 0.06% | New | 1,937 | $430K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +2.8% | 1,931 | $429K |
| Brooklyn Investment Group | 0.18% | No change | 1,694 | $427K |
| Equitable Holdings, Inc. | 0.00% | Reduce -32.6% | 1,914 | $425K |
| Prospera Financial Services Inc | 0.01% | Reduce -17.5% | 1,911 | $425K |
| Acadian Asset Management LLC | 0.00% | New | 1,900 | $422K |
| IPG Investment Advisors LLC | 0.09% | Add +12.1% | 1,886 | $419K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +26.2% | 1,876 | $417K |
| Blueshift Asset Management, LLC | 0.14% | Reduce -55.8% | 1,854 | $412K |
| Lazard Asset Management LLC | 0.00% | Reduce -3.0% | 1,857 | $412K |
| Vanguard Capital Wealth Advisors | 0.28% | Reduce -0.4% | 1,850 | $411K |
| Vishria Bird Financial Group, LLC | 0.17% | No change | 1,850 | $411K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -12.8% | 1,836 | $408K |
| MAI Capital Management | 0.00% | Add +1.1% | 1,821 | $405K |
| PEAK6 Investments LLC | 0.02% | Add +90550.0% | 1,813 | $403K |
| Lido Advisors, LLC | 0.00% | Reduce -25.2% | 1,803 | $401K |
| Chesapeake Capital Corp. | 0.52% | Reduce -51.4% | 1,794 | $399K |
| Keystone Wealth Services, LLC | 0.12% | No change | 1,792 | $398K |
| IFP Advisors, Inc | 0.02% | Reduce -2.5% | 1,761 | $391K |
| Seaport Global Advisors, LLC | 1.38% | New | 1,732 | $385K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -23.6% | 1,730 | $384K |
| Wedmont Private Capital | 0.02% | Add +12.7% | 1,760 | $384K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -5.3% | 1,718 | $382K |
| Loomis Sayles & Co. L P | 0.00% | New | 1,714 | $381K |
| Berger Financial Group, Inc | 0.03% | Add +2.3% | 1,709 | $380K |
| Jacobi Capital Management LLC | 0.03% | Reduce -2.7% | 1,708 | $380K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.1% | 1,706 | $379K |
| Requisite Capital Management, LLC | 0.09% | No change | 1,700 | $378K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,692 | $376K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | New | 1,685 | $374K |
| Deerfield Management Company, L.P. | 0.01% | New | 1,667 | $370K |
| W1M Investment Management Ltd | 0.01% | No change | 1,659 | $369K |
| Assetmark, Inc. | 0.00% | Add +16.0% | 1,630 | $362K |
| Laidlaw Wealth Management LLC | 0.20% | Reduce -13.0% | 1,618 | $360K |
| Smith Anglin Financial, LLC | 0.04% | Add +44.0% | 1,611 | $358K |
| Partners Capital Investment Group, LLP | 0.01% | Reduce -60.3% | 1,608 | $357K |
| Source Financial Advisors LLC | 0.11% | Add +0.3% | 1,605 | $357K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +69.8% | 1,571 | $352K |
| Merit Financial Group, LLC | 0.01% | Add +17.5% | 1,582 | $352K |
| Bridgefront Capital, LLC | 0.15% | New | 1,573 | $350K |
| DeDora Capital, Inc. | 0.11% | Reduce -4.8% | 1,573 | $350K |
| Proficio Capital Partners LLC | 0.04% | Add +40.0% | 1,568 | $348K |
| Prio Wealth Limited Partnership | 0.01% | No change | 1,550 | $344K |
| Impact Partnership Wealth, LLC | 0.09% | Add +651.7% | 1,541 | $342K |
| Westmount Partners, LLC | 0.11% | Reduce -1.7% | 1,465 | $342K |
| Perennial Investment Advisors, LLC | 0.05% | Add +14.5% | 1,536 | $341K |
| Vima LLC | 0.75% | Add +1864.1% | 1,532 | $340K |
| Warren Street Wealth Advisors, LLC | 0.17% | New | 1,525 | $339K |
| Flaharty Asset Management, LLC | 0.05% | New | 1,500 | $333K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 1,499 | $333K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Reduce -2.1% | 1,363 | $331K |
| Columbia Advisory Partners LLC | 0.32% | No change | 1,484 | $330K |
| Tamar Securities, LLC | 0.05% | Reduce -6.4% | 1,477 | $328K |
| Seaview Investment Managers LLC | 0.10% | Reduce -28.1% | 1,455 | $323K |
| Scientech Research LLC | 0.07% | Reduce -53.6% | 1,445 | $321K |
| Jeppson Wealth Management, LLC | 0.12% | Reduce -0.7% | 1,444 | $321K |
| CRA Financial Services, LLC | 0.06% | Reduce -6.8% | 1,434 | $319K |
| XTX Topco Ltd | 0.03% | Reduce -37.9% | 1,434 | $319K |
| Arkos Global Advisors | 0.05% | Add +3.5% | 1,430 | $318K |
| Circle Wealth Management, LLC | 0.01% | No change | 1,420 | $316K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +4.6% | 1,413 | $314K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +342.6% | 1,412 | $314K |
| Central Asset Investments & Management Holdings (HK) Ltd | 0.22% | New | 1,400 | $311K |
| Greenleaf Trust | 0.00% | Reduce -8.0% | 1,396 | $310K |
| Visionary Wealth Advisors | 0.02% | Add +0.9% | 1,391 | $309K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +10.5% | 1,380 | $307K |
| Los Angeles Capital Management LLC | 0.00% | Add +24.2% | 1,376 | $306K |
| Yeomans Consulting Group, Inc. | 0.12% | Reduce -50.1% | 1,375 | $306K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.1% | 1,375 | $305K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.13% | Add +12.3% | 1,371 | $305K |
| RMR Wealth Builders | 0.03% | Add +40.8% | 1,350 | $300K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -6.8% | 1,347 | $299K |
| HB Wealth Management, LLC | 0.00% | Add +35.0% | 1,339 | $298K |
| Sigma Planning Corp | 0.01% | Reduce -15.6% | 1,332 | $296K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -47.4% | 1,330 | $296K |
| Callan Capital, LLC | 0.02% | Add +72.1% | 1,325 | $294K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -99.6% | 1,308 | $292K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -14.3% | 1,310 | $291K |
| CI Investments Inc. | 0.00% | Add +73.3% | 1,310 | $291K |
| Pitcairn Co. | 0.02% | Add +9.9% | 1,304 | $290K |
| Machina Capital S.A.S. | 0.13% | Add +36.8% | 1,300 | $289K |
| Wealthgate Family Office, LLC | 0.71% | No change | 1,298 | $288K |
| Glenmede Trust Co. NA | 0.00% | Reduce -23.3% | 1,293 | $287K |
| World Equity Group, Inc. | 0.08% | Reduce -10.5% | 1,275 | $283K |
| Pettinga Financial Advisors LLC | 0.07% | No change | 1,272 | $283K |
| Premier Path Wealth Partners, LLC | 0.05% | New | 1,253 | $278K |
| Sharp Wealth Advisory, LLC | 0.24% | New | 1,250 | $278K |
| Park Avenue Securities LLC | 0.00% | Add +42.7% | 1,246 | $277K |
| Greenland Capital Management LP | 0.06% | New | 1,226 | $272K |
| Avid Wealth Partners LLC | 0.21% | No change | 1,221 | $271K |
| EPIQ Capital Group, LLC | 0.10% | No change | 1,217 | $270K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -26.2% | 1,200 | $267K |
| Inspire Investing, LLC | 0.03% | Reduce -28.9% | 1,191 | $265K |
| Composition Wealth, LLC | 0.01% | Reduce -0.2% | 1,169 | $260K |
| Scotia Capital Inc. | 0.00% | Reduce -30.2% | 1,165 | $259K |
| Rockline Wealth Management, LLC | 0.08% | No change | 1,157 | $257K |
| Chickasaw Capital Management LLC | 0.01% | No change | 1,158 | $257K |
| Crosspoint Financial, LLC | 1.05% | No change | 1,153 | $256K |
| PFG Investments, LLC | 0.02% | Add +38.9% | 1,150 | $256K |
| Harvey Capital Management Inc. | 0.07% | No change | 1,150 | $256K |
| Watershed Private Wealth LLC | 0.11% | No change | 1,149 | $255K |
| Cranbrook Wealth Management, LLC | 0.06% | No change | 1,142 | $254K |
| Global Retirement Partners, LLC | 0.01% | Reduce -30.7% | 1,140 | $253K |
| Stephens Inc. | 0.00% | Add +6.6% | 1,119 | $249K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.0% | 1,116 | $248K |
| &partners | 0.01% | New | 1,113 | $247K |
| Axiom Advisory, LLC | 0.00% | New | 1,071 | $246K |
| Belpointe Asset Management LLC | 0.02% | New | 1,104 | $245K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 1,102 | $245K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.5% | 1,090 | $242K |
| Teza Capital Management LLC | 0.03% | Reduce -3.0% | 1,081 | $240K |
| Bill Few Associates, Inc. | 0.09% | Add +16.9% | 1,077 | $239K |
| Belmont Capital, LLC | 0.04% | Reduce -48.3% | 1,072 | $238K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -83.0% | 1,067 | $237K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -0.6% | 1,064 | $236K |
| NorthRock Partners, LLC | 0.01% | Reduce -16.2% | 1,057 | $235K |
| Waverly Advisors, LLC | 0.00% | Add +6.0% | 1,050 | $233K |
| Counterpoint Mutual Funds LLC | 0.05% | Reduce -1.9% | 1,043 | $232K |
| Hollencrest Capital Management | 0.01% | Add +93.1% | 1,037 | $230K |
| Wealth Alliance, LLC | 0.03% | New | 1,035 | $230K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.4% | 1,032 | $229K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +0.2% | 1,030 | $229K |
| SP Asset Management LLC | 0.02% | Add +2.8% | 1,028 | $228K |
| Triumph Capital Management | 0.09% | No change | 1,022 | $227K |
| LGT Group Foundation | 0.00% | New | 1,022 | $227K |
| Plancorp, LLC | 0.01% | Reduce -0.1% | 1,017 | $226K |
| Next Capital Management LLC | 0.10% | No change | 1,015 | $226K |
| Essex Financial Services, Inc. | 0.02% | Add +40.0% | 1,172 | $225K |
| Avior Wealth Management, LLC | 0.01% | Add +1.6% | 1,012 | $225K |
| Ancora Advisors LLC | 0.01% | Reduce -20.4% | 1,008 | $224K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -3.3% | 1,018 | $224K |
| GAM Holding AG | 0.02% | Reduce -95.4% | 1,004 | $223K |
| Armstrong, Fleming & Moore, Inc | 0.14% | No change | 1,000 | $222K |
| Welch Group, LLC | 0.01% | No change | 1,000 | $222K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.5% | 930 | $217K |
| GFG Capital, LLC | 0.06% | No change | 973 | $216K |
| Integrated Advisors Network LLC | 0.01% | Reduce -6.6% | 963 | $214K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 949 | $211K |
| Jupiter Asset Management Ltd. | 0.00% | New | 944 | $210K |
| Formidable Asset Management, LLC | 0.03% | New | 943 | $210K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.4% | 942 | $209K |
| AE Wealth Management LLC | 0.00% | Add +17.9% | 941 | $209K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | New | 940 | $209K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -10.9% | 919 | $204K |
| JFG Wealth Management, LLC | 0.06% | Reduce -58.6% | 914 | $203K |
| Cooper Financial Group | 0.03% | New | 913 | $203K |
| River Street Advisors LLC | 0.13% | New | 910 | $202K |
| Phoenix Financial Ltd. | 0.00% | Reduce -30.6% | 898 | $201K |
| Kensington Investment Counsel, LLC | 0.09% | New | 904 | $201K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.2% | 904 | $201K |
| Capital Advisors Inc. | 0.00% | Add +0.6% | 904 | $201K |
| Oxinas Partners, LLC | 0.13% | Reduce -25.6% | 902 | $200K |
| HM Payson & Co. | 0.00% | Add +0.4% | 826 | $184K |
| Huntington National Bank | 0.00% | Add +20.2% | 820 | $182K |
| GAMMA Investing LLC | 0.02% | Reduce -1.4% | 805 | $179K |
| Tsfg, LLC | 0.04% | Reduce -4.3% | 765 | $170K |
| Emfo, LLC | 0.15% | No change | 760 | $169K |
| Clearstead Advisors, LLC | 0.00% | No change | 744 | $165K |
| Westpac Banking Corp. | 0.01% | New | 725 | $161K |
| Summit Securities Group LLC | 0.06% | New | 700 | $156K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -5.5% | 684 | $152K |
| Centaurus Financial, Inc. | 0.01% | Add +42.2% | 657 | $146K |
| Caitlin John, LLC | 0.11% | Add +8.3% | 655 | $146K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Add +84.5% | 655 | $146K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.1% | 648 | $144K |
| Nemes Rush Group LLC | 0.02% | Reduce -5.0% | 640 | $142K |
| Focused Wealth Management, Inc | 0.02% | New | 630 | $140K |
| Ostrum Asset Management | 0.01% | Reduce -7.2% | 589 | $131K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 554 | $123K |
| Sunbelt Securities, Inc. | 0.01% | Add +84.3% | 553 | $123K |
| Oakworth Capital, Inc. | 0.01% | No change | 552 | $123K |
| Creative Financial Designs Inc. | 0.01% | Add +52.8% | 544 | $121K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -20.3% | 534 | $119K |
| Quarry LP | 0.05% | Add +205.8% | 532 | $118K |
| Larson Financial Group LLC | 0.01% | Add +12.1% | 530 | $118K |
| Paloma Partners Management Co | 0.01% | Reduce -82.7% | 503 | $112K |
| Fairman Group, LLC | 0.11% | No change | 500 | $111K |
| Alta Advisers Ltd | 0.05% | No change | 500 | $111K |
| SRH Advisors, LLC | 0.04% | No change | 500 | $111K |
| Financial Perspectives, Inc | 0.04% | No change | 493 | $110K |
| NFSG Corp | 0.04% | Reduce -2.6% | 484 | $108K |
| Tyler-Stone Wealth Management | 0.04% | No change | 465 | $103K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 465 | $103K |
| Principal Securities, Inc. | 0.00% | Add +113.6% | 455 | $101K |
| Hexagon Capital Partners LLC | 0.02% | No change | 431 | $96K |
| Central Pacific Bank - Trust Division | 0.01% | Add +18.1% | 425 | $94K |
| Tucker Asset Management LLC | 0.02% | Add +12.0% | 421 | $94K |
| Sound Income Strategies, LLC | 0.01% | No change | 401 | $89K |
| CENTRAL TRUST Co | 0.00% | Reduce -38.5% | 400 | $89K |
| Geneos Wealth Management Inc. | 0.00% | Add +245.5% | 387 | $86K |
| PSI Advisors, LLC | 0.03% | No change | 381 | $85K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 372 | $83K |
| HighMark Wealth Management LLC | 0.05% | No change | 365 | $81K |
| Macroview Investment Management LLC | 0.08% | Reduce -1.9% | 358 | $80K |
| Cape Investment Advisory, Inc. | 0.04% | Add +5.0% | 354 | $79K |
| Motco | 0.00% | No change | 350 | $78K |
| Wiser Advisor Group LLC | 0.12% | No change | 346 | $77K |
| JTC Employer Solutions Trustee Ltd | 0.01% | Reduce -90.4% | 342 | $76K |
| Center for Financial Planning, Inc. | 0.01% | No change | 332 | $74K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +13.0% | 322 | $72K |
| Gould Capital, LLC | 0.05% | Add +5.3% | 317 | $70K |
| Hoey Investments, Inc. | 0.01% | No change | 312 | $69K |
| Westside Investment Management, Inc. | 0.02% | No change | 306 | $68K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.0% | 300 | $67K |
| Valley Wealth Managers, Inc. | 0.01% | New | 300 | $67K |
| AlphaQuest LLC | 0.01% | Add +233.7% | 297 | $66K |
| Bradley & Co. Private Wealth Management, LLC | 0.05% | No change | 284 | $63K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 282 | $63K |
| Valley National Advisers Inc. | 0.01% | Reduce -1.8% | 277 | $61K |
| Quadrant Capital Group LLC | 0.00% | Reduce -1.1% | 258 | $57K |
| Avion Wealth | 0.02% | Add +2420.0% | 252 | $56K |
| Stephens Consulting, LLC | 0.02% | No change | 250 | $56K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -10.3% | 245 | $54K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -33.3% | 220 | $51K |
| Great Lakes Retirement, Inc. | 0.01% | New | 229 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -5.8% | 226 | $50K |
| Venturi Wealth Management, LLC | 0.00% | Add +11.3% | 217 | $48K |
| Abich Financial Wealth Management LLC | 0.03% | Add +548.5% | 214 | $48K |
| Smartleaf Asset Management LLC | 0.01% | Add +285.4% | 212 | $47K |
| Jones Financial Companies LLLP | 0.00% | Add +72.0% | 203 | $45K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 202 | $45K |
| Colonial Trust Advisors | 0.00% | Add +20000.0% | 201 | $45K |
| Redwood Wealth Management Group, LLC | 0.03% | New | 200 | $44K |
| Addison Advisors LLC | 0.01% | No change | 200 | $44K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +7.1% | 195 | $43K |
| Salem Investment Counselors Inc. | 0.00% | No change | 184 | $41K |
| J.Safra Asset Management Corp | 0.00% | Add +592.3% | 180 | $40K |
| NCP Inc. | 0.02% | Reduce -22.2% | 175 | $39K |
| Chelsea Counsel Co. | 0.02% | No change | 170 | $38K |
| Arax Advisory Partners | 0.00% | Add +50.0% | 168 | $37K |
| Global Wealth Strategies & Associates | 0.01% | Add +19.0% | 163 | $36K |
| Riverview Trust Co | 0.03% | No change | 161 | $36K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -15.0% | 159 | $35K |
| Financial Management Professionals, Inc. | 0.00% | No change | 159 | $35K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 156 | $35K |
| Continuum Advisory, LLC | 0.01% | Add +3000.0% | 155 | $34K |
| Coppell Advisory Solutions LLC | 0.01% | — | 154 | $34K |
| Barrett & Company, Inc. | 0.02% | No change | 150 | $33K |
| Spirit of America Management Corp. | 0.01% | New | 150 | $33K |
| NBT Bank, N.A. | 0.00% | No change | 150 | $33K |
| Silvant Capital Management LLC | 0.00% | No change | 150 | $33K |
| ORG Partners LLC | 0.00% | Reduce -22.4% | 142 | $33K |
| Pittenger & Anderson Inc. | 0.00% | Add +2.8% | 149 | $33K |
| Private Wealth Management Group, LLC | 0.01% | No change | 143 | $32K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 140 | $31K |
| Versant Capital Management, Inc | 0.01% | Add +75.0% | 133 | $30K |
| Manchester Capital Management LLC | 0.00% | Add +3.1% | 131 | $29K |
| Lynx Investment Advisory | 0.02% | — | 130 | $29K |
| Private Trust Co. NA | 0.00% | No change | 128 | $28K |
| Highline Wealth Partners LLC | 0.01% | Add +0.8% | 126 | $28K |
| Albion Financial Group | 0.00% | No change | 126 | $28K |
| Crewe Advisors LLC | 0.00% | Add +547.4% | 123 | $27K |
| EdgeRock Capital LLC | 0.02% | New | 110 | $24K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 110 | $24K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | No change | 105 | $23K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 105 | $23K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 101 | $22K |
| Peoples Financial Services Corp. | 0.01% | No change | 100 | $22K |
| Halpern Financial, Inc. | 0.01% | No change | 100 | $22K |
| Princeton Global Asset Management LLC | 0.00% | No change | 100 | $22K |
| Allianz SE | 0.00% | No change | 100 | $22K |
| Elevation Wealth Partners, LLC | 0.01% | Add +200.0% | 99 | $22K |
| Covestor Ltd | 0.01% | Reduce -3.1% | 93 | $21K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 92 | $20K |
| Quent Capital, LLC | 0.00% | Add +15.2% | 91 | $20K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 75 | $20K |
| Asset Dedication, LLC | 0.00% | Add +368.4% | 89 | $20K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 89 | $20K |
| SIMA Wealth Partners, LLC | 0.02% | — | 86 | $19K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.01% | Reduce -97.2% | 86 | $19K |
| Bell Investment Advisors, Inc | 0.00% | No change | 86 | $19K |
| Baldwin Wealth Partners LLC | 0.00% | Add +3.8% | 83 | $18K |
| SouthState Bank Corp | 0.00% | No change | 81 | $18K |
| Raleigh Capital Management Inc. | 0.01% | Add +5.2% | 81 | $18K |
| Arlington Trust Co LLC | 0.00% | No change | 78 | $17K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 75 | $17K |
| Towne Trust Company, N.A | 0.01% | No change | 75 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -67.3% | 73 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 71 | $16K |
| Montag A & Associates Inc. | 0.00% | Reduce -38.8% | 71 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +58.1% | 68 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 65 | $14K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Reduce -19.1% | 51 | $14K |
| VitalStone Financial, LLC | 0.01% | Reduce -20.0% | 60 | $13K |
| Advantage Trust Co | 0.01% | No change | 60 | $13K |
| Mather Group, Llc. | 0.00% | Reduce -59.2% | 49 | $13K |
| PFS Partners, LLC | 0.01% | No change | 58 | $13K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 57 | $13K |
| Painted Porch Advisors LLC | 0.01% | New | 57 | $13K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 55 | $12K |
| North Star Investment Management Corp. | 0.00% | No change | 55 | $12K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -86.7% | 56 | $12K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 53 | $12K |
| Creekmur Asset Management LLC | 0.00% | Add +178.9% | 53 | $12K |
| Bogart Wealth, LLC | 0.00% | Reduce -15.9% | 53 | $12K |
| City State Bank | 0.00% | No change | 52 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 49 | $11K |
| ZynergyRetirementPlanningLLC | 0.01% | — | 50 | $11K |
| Olistico Wealth, LLC | 0.01% | New | 50 | $11K |
| Aspect Partners, LLC | 0.01% | New | 50 | $11K |
| Mechanics Financial Corp | 0.01% | No change | 50 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | New | 50 | $11K |
| Sandy Spring Bank | 0.00% | Add +23.1% | 48 | $11K |
| Meeder Asset Management Inc. | 0.00% | Add +6.7% | 48 | $11K |
| Dunhill Financial, LLC | 0.01% | No change | 47 | $10K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -93.7% | 47 | $10K |
| Valued Wealth Advisors LLC | 0.01% | New | 46 | $10K |
| Cypress Capital, LLC | 0.00% | New | 46 | $10K |
| Main Street Group, LTD | 0.00% | No change | 43 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 45 | $10K |
| Tidemark, LLC | 0.00% | No change | 43 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 43 | $10K |
| Sachetta, LLC | 0.00% | Reduce -26.3% | 42 | $9K |
| Transcendent Capital Group LLC | 0.01% | No change | 42 | $9K |
| CNB Bank | 0.00% | No change | 42 | $9K |
| Hartford Financial Management Inc. | 0.00% | No change | 40 | $9K |
| Clean Yield Group | 0.00% | No change | 40 | $9K |
| EntryPoint Capital, LLC | 0.00% | Reduce -52.4% | 39 | $9K |
| WR Wealth Planners, LLC | 0.00% | Add +44.4% | 39 | $9K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -59.8% | 39 | $9K |
| Gradient Investments LLC | 0.00% | Add +8.8% | 37 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +80.0% | 36 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 35 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +29.0% | 40 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | Add +142.9% | 34 | $8K |
| Investors Research Corp | 0.00% | No change | 33 | $7K |
| IFS Advisors, LLC | 0.01% | No change | 33 | $7K |
| TrinityBridge Ltd | 0.00% | No change | 30 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -32.6% | 31 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 31 | $7K |
| Gen-Wealth Partners Inc | 0.00% | Add +200.0% | 30 | $7K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 30 | $7K |
| Ibex Wealth Advisors | 0.00% | New | 30 | $7K |
| Archer Investment Corp | 0.00% | No change | 28 | $6K |
| Scarborough Advisors, LLC | 0.00% | No change | 27 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 27 | $6K |
| Raffa Wealth Management, LLC | 0.00% | No change | 27 | $6K |
| Concord Wealth Partners | 0.00% | Reduce -76.3% | 27 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -36.6% | 26 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 25 | $6K |
| Ransom Advisory, Ltd | 0.00% | No change | 25 | $6K |
| Eukles Asset Management | 0.00% | No change | 25 | $6K |
| Unique Wealth Strategies, LLC | 0.00% | New | 20 | $5K |
| TFC Financial Management, Inc. | 0.00% | Reduce -4.2% | 23 | $5K |
| Rise Advisors, LLC | 0.00% | Add +53.3% | 23 | $5K |
| PayPay Securities Corp | 0.41% | Reduce -12.0% | 22 | $5K |
| CVA Family Office, LLC | 0.00% | Add +23.5% | 21 | $5K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 21 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 21 | $5K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -25.0% | 21 | $4K |
| Hilltop National Bank | 0.00% | No change | 20 | $4K |
| Tortoise Investment Management, LLC | 0.00% | No change | 20 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 20 | $4K |
| 1832 Asset Management L.P. | 0.00% | New | 20 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 20 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $4K |
| MV Capital Management, Inc. | 0.00% | New | 19 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 19 | $4K |
| Sawyer & Company, Inc | 0.00% | New | 20 | $4K |
| Centerpoint Advisors, LLC | 0.00% | No change | 17 | $4K |
| Roble, Belko & Company, Inc | 0.00% | Add +6.7% | 16 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +6.3% | 17 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 15 | $3K |
| Balefire, LLC | 0.00% | New | 13 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 13 | $3K |
| Castleview Partners, LLC | 0.00% | No change | 12 | $3K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 12 | $3K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Add +10.0% | 11 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +10.0% | 11 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 10 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 10 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 10 | $2K |
| Berkshire Capital Holdings Inc. | 0.00% | Reduce -100.0% | 10 | $2K |
| Studio Investment Management LLC | 0.00% | New | 10 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 10 | $2K |
| Trust Co | 0.00% | New | 10 | $2K |
| ClariVest Asset Management LLC | 0.00% | New | 10 | $2K |
| WASHINGTON TRUST Co | 0.00% | Reduce -50.0% | 10 | $2K |
| Kimelman & Baird, LLC | 0.00% | — | 9 | $2K |
| Lanark Financial, Inc. | 0.00% | Reduce -66.7% | 12 | $2K |
| WFA of San Diego, LLC | 0.00% | — | 8 | $2K |
| Evergreen Private Wealth LLC | 0.00% | No change | 8 | $2K |
| RFP Financial Group LLC | 0.00% | New | 8 | $2K |
| WealthCollab, LLC | 0.00% | No change | 7 | $2K |
| William B. Walkup & Associates, Inc. | 0.00% | — | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +16.7% | 7 | $2K |
| Godsey & Gibb, Inc. | 0.00% | Add +20.0% | 6 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 6 | $1K |
| Triad Wealth Partners, LLC | 0.00% | New | 6 | $1K |
| Rothschild Investment LLC | 0.00% | Add +20.0% | 6 | $1K |
| Hobbs Group Advisors, LLC | 0.00% | — | 5 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 6 | $1K |
| Horrell Capital Management, Inc. | 0.00% | No change | 3 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 4 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 4 | $889 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 4 | $889 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 3 | $667 |
| Estabrook Capital Management | 0.00% | No change | 3 | $667 |
| Planning Capital Management Corp | 0.00% | New | 2 | $445 |
| Marquette Asset Management, LLC | 0.00% | No change | 2 | $445 |
| Clear Investment Research, LLC | 0.00% | No change | 2 | $444 |
| Salomon & Ludwin, LLC | 0.00% | No change | 2 | $444 |
| Strategic Financial Concepts, LLC | 0.00% | New | 52,075 | $232 |
| MCF Advisors LLC | 0.00% | No change | 1 | $223 |
| China Universal Asset Management Co., Ltd. | 0.00% | Reduce -100.0% | 1 | $222 |
"% of holder's portfolio" is COIN's weight in each manager's 13F, not the share of Coinbase Global Inc. Class A the manager owns.