Coinbase Global Inc. Class ACOIN

13F holders, Q4 2024 (December 31)
1,028holders +156
186new positions
83sold out
8famous investors
$248.47avg. 13F price*

At the end of Q4 2024, 1,028 institutions reported holding Coinbase Global Inc. Class A (COIN) in their 13F filings, up 156 from Q3 2024. 186 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($4.6B), BlackRock, Inc. ($3.1B) and FMR LLC ($1.9B). 8 famous investors held it, including Cathie Wood (6.3% of ARK Investment Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Ken Griffin (0.1% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions186$952.9M
Exits83$341.5M

All 13F filers, Q3 2024 → Q4 2024: 20,860,134 shares bought and 10,246,721 shares sold, net +10,613,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,028 holders

Vanguard Group Inc. 0.08% Add +0.7% 18,419,097 $4.6B
BlackRock, Inc. 0.06% Add +8.9% 12,339,769 $3.1B
FMR LLC 0.12% Add +15.2% 7,770,185 $1.9B
Jane Street Group, LLC 2.63% Add +112.1% 6,566,266 $1.6B
State Street Corp. 0.04% Add +2.2% 4,395,737 $1.1B
Paradigm Operations LP 100.00% Reduce -8.6% 4,128,033 $1.0B
Geode Capital Management, LLC 0.07% Add +3.7% 3,552,694 $882.8M
ARK Investment Management 6.28% Reduce -6.4% 3,034,645 $753.5M
Sumitomo Mitsui Trust Group, Inc. 0.48% Reduce -10.8% 2,854,409 $708.7M
Morgan Stanley 0.05% Add +11.9% 2,636,695 $654.7M
Clear Street Derivatives LLC 8.52% Add +11.6% 2,567,320 $637.5M
Amova Asset Management Americas, Inc. 6.53% Reduce -12.9% 2,428,618 $602.5M
Norges Bank 0.07% Reduce -14.7% 2,160,627 $536.5M
a16z Perennial Management, L.P. 47.32% New 1,640,962 $407.5M
Toronto Dominion Bank 0.68% Add +4596.4% 1,435,543 $356.4M
Goldman Sachs Group Inc. 0.07% Add +165.3% 1,399,209 $347.4M
Northern Trust Corp. 0.05% Add +20.3% 1,294,758 $321.5M
Qube Research & Technologies Ltd 0.52% Add +135.3% 1,288,415 $319.9M
Multicoin Capital Management, LLC 70.88% No change 1,067,797 $265.1M
Natixis 1.71% Add +84.7% 1,011,016 $251.0M
Legal & General Group Plc 0.07% Add +7.3% 1,004,291 $249.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +29.5% 979,129 $243.1M
Susquehanna International Group, LLP 0.36% Reduce -52.4% 974,280 $241.9M
Charles Schwab Investment Management Inc. 0.04% Add +1.7% 935,032 $232.2M
JPMorgan Chase & Co. 0.02% Reduce -23.7% 907,045 $225.2M
Millennium Management 0.19% Add +881.5% 845,907 $210.0M
Marshall Wace, LLP 0.25% Add +176.8% 807,211 $200.4M
Nomura Holdings Inc. 1.04% Reduce -26.0% 791,875 $196.6M
T. Rowe Price Associates Inc. 0.02% Reduce -12.4% 785,076 $194.9M
UBS Group AG 0.04% Add +194.0% 713,665 $177.2M
Hudson Bay Capital Management LP 1.24% Reduce -39.4% 694,400 $172.4M
Bank of New York Mellon Corp 0.03% Add +4.4% 682,938 $169.6M
Amundi 0.05% Add +158.1% 582,648 $151.5M
Bank of America Corp. 0.01% Add +13.8% 582,842 $144.7M
Nuveen Asset Management, LLC 0.04% Reduce -1.0% 541,981 $134.6M
Deutsche Bank AG 0.05% Reduce -22.9% 531,693 $132.0M
Ribbit Management Company, LLC 14.82% Add +33.9% 527,600 $131.0M
Banco Bilbao Vizcaya Argentaria, S.A. 1.35% Reduce -25.9% 515,437 $128.9M
Raymond James Financial Inc. 0.04% — 455,495 $113.1M
Invesco Ltd. 0.02% Add +26.1% 445,736 $110.7M
Barclays PLC 0.05% Reduce -18.2% 427,424 $106.1M
National Bank of Canada 0.13% Reduce -32.1% 410,315 $101.9M
Two Sigma Advisers, LP 0.23% Add +445.4% 408,500 $101.4M
Dimensional Fund Advisors LP 0.02% Add +2.0% 408,170 $101.4M
American Century Companies Inc. 0.05% Reduce -0.8% 384,053 $95.4M
Capital Fund Management S.A. 0.92% Reduce -19.6% 373,957 $92.9M
Bank of Montreal 0.04% Add +568.1% 345,666 $85.8M
Franklin Resources Inc. 0.02% Add +614.8% 343,348 $85.3M
IDG Technology Venture Investment IV, LLC 100.00% No change 332,866 $82.7M
Wellington Management Group LLP 0.01% Add +1159.9% 328,684 $81.6M
DGS Capital Management, LLC 20.40% Add +0.1% 328,238 $81.5M
Compound Planning, Inc. 4.06% Reduce -0.4% 323,838 $80.4M
California Public Employees Retirement System 0.05% Reduce -5.3% 317,874 $78.9M
California State Teachers Retirement System 0.09% Reduce -0.2% 306,215 $76.0M
Citigroup Inc. 0.07% Add +1.1% 304,647 $75.6M
Cullinan Associates Inc. 4.82% Reduce -0.1% 302,725 $75.2M
Healthcare of Ontario Pension Plan Trust Fund 0.16% New 300,000 $74.5M
Westfield Capital Management Co. LP 0.31% Reduce -11.6% 290,306 $72.1M
National Pension Service 0.06% Add +1.6% 269,936 $67.0M
Parcion Private Wealth LLC 5.10% Reduce -3.6% 268,385 $66.6M
Wells Fargo & Company 0.02% Add +50.0% 267,897 $66.5M
Quadrature Capital Ltd 1.33% Add +147.5% 266,785 $66.2M
Rhumbline Advisers 0.06% Add +1.4% 263,403 $65.4M
Citadel Advisors 0.06% Add +122.1% 260,640 $64.7M
Ieq Capital, LLC 0.57% Reduce -5.9% 239,208 $59.4M
Allen Investment Management, LLC 0.67% Reduce -22.8% 232,393 $57.7M
Kemnay Advisory Services Inc. 10.36% Reduce -9.4% 232,346 $57.7M
Connor, Clark & Lunn Investment Management Ltd. 0.25% New 226,106 $56.1M
Trivest Advisors Ltd 2.49% New 220,980 $54.9M
Frontier Capital Management Co. LLC 0.52% Add +43.1% 218,271 $54.2M
Canada Pension Plan Investment Board 0.05% Reduce -11.7% 212,189 $52.7M
Mizuho Markets Americas LLC 1.00% Add +135.8% 209,008 $51.9M
Ameriprise Financial Inc. 0.01% Reduce -38.8% 204,884 $50.8M
Patient Capital Management, LLC 2.33% Add +15.0% 203,401 $50.5M
Royal Bank of Canada 0.01% Add +5.7% 202,404 $50.3M
BNP Paribas Financial Markets 0.04% New 202,182 $50.2M
Voya Investment Management LLC 0.06% Reduce -35.8% 197,419 $49.0M
State Board of Administration of Florida Retirement System 0.09% Add +6.2% 195,984 $48.7M
Tidal Investments LLC 0.39% Reduce -9.1% 190,957 $47.4M
Banco Santander, S.A. 0.56% Add +26.4% 188,142 $46.7M
Contrarius Group Holdings Ltd 2.84% — 186,884 $46.4M
Two Sigma Investments, LP 0.11% New 181,073 $45.0M
Rockefeller Capital Management L.P. 0.11% Add +35.7% 177,196 $44.0M
LPL Financial LLC 0.02% Add +36.2% 175,377 $43.5M
Group One Trading LLC 1.47% Add +165.3% 174,500 $43.3M
Paragon Capital Management Ltd 8.63% Reduce -22.5% 173,037 $43.0M
Walleye Trading LLC 0.83% Add +65.4% 170,420 $42.3M
Schroder Investment Management Group 0.04% Add +40.0% 163,818 $41.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +5.3% 154,348 $41.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Add +23.0% 164,628 $40.9M
First Trust Advisors LP 0.04% Add +33.8% 162,635 $40.4M
BIT Capital GmbH 3.50% Add +218.4% 161,093 $40.0M
Parallax Volatility Advisers, L.P. 1.00% Add +16.6% 158,964 $39.5M
HRT Financial LP 0.20% Reduce -67.3% 154,778 $38.4M
Neuberger Berman Group LLC 0.03% Reduce -28.9% 152,918 $38.0M
Anatole Investment Management Ltd 17.30% Add +17.2% 151,169 $37.5M
Federated Hermes, Inc. 0.08% Reduce -21.6% 149,918 $37.2M
Man Group plc 0.11% Add +246.9% 140,260 $34.8M
MUFG Securities EMEA plc 0.63% New 135,000 $33.5M
Van Eck Associates Corp. 0.04% Reduce -32.3% 134,596 $33.4M
Holocene Advisors, LP 0.11% Reduce -38.3% 133,472 $33.1M
Lansforsakringar Fondforvaltning AB (publ) 0.12% — 125,480 $31.2M
HSBC Holdings PLC 0.02% Add +67.1% 124,628 $31.1M
Osaic Holdings, Inc. 0.07% Add +2.7% 128,304 $30.8M
APG Asset Management N.V. 0.09% Add +1261.1% 127,498 $30.6M
TD Asset Management Inc 0.03% Reduce -22.1% 120,114 $29.8M
Storebrand Asset Management As 0.09% Add +73.5% 115,245 $28.6M
New York State Common Retirement Fund 0.04% Reduce -5.2% 114,133 $28.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% — 111,756 $27.7M
Korea Investment CORP 0.06% Add +109.0% 108,350 $26.9M
State of Wisconsin Investment Board 0.07% Reduce -0.8% 106,355 $26.4M
Robeco Institutional Asset Management B.V. 0.05% Add +33.5% 103,619 $25.7M
CTC LLC 2.58% Add +1566.5% 103,138 $25.6M
Worldquant Millennium Advisors LLC 0.16% New 99,940 $24.8M
CloudAlpha Capital Management Limited/Hong Kong 5.05% Reduce -41.5% 97,633 $24.2M
ICONIQ Capital, LLC 0.37% Reduce -24.3% 95,852 $23.8M
Fullerton Fund Management Co Ltd. 0.83% Add +7440.1% 95,608 $23.7M
Brevan Howard Capital Management LP 0.59% Add +55.1% 95,274 $23.7M
Danske Bank A/S 0.07% Add +18.3% 91,842 $22.8M
Aviva PLC 0.06% Add +305.4% 91,240 $22.7M
Exchange Traded Concepts, LLC 0.46% Add +9.2% 90,265 $22.4M
Treasurer of the State of North Carolina 0.09% Add +3.3% 89,106 $22.1M
Liontrust Investment Partners LLP 0.31% Add +138.4% 87,442 $21.7M
Fred Alger Management, LLC 0.10% Add +459.8% 87,176 $21.6M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -1.6% 85,958 $21.3M
STRS Ohio 0.08% Add +1671.0% 84,848 $21.1M
Royal London Asset Management Ltd. 0.05% Add +3.5% 84,336 $20.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +22.5% 84,005 $20.9M
Mariner, LLC 0.03% Add +9.3% 80,219 $19.9M
Aquatic Capital Management LLC 0.53% Add +2.8% 78,450 $19.5M
Simplex Trading, LLC 0.54% Add +165.7% 77,224 $19.2M
Squarepoint Ops LLC 0.05% Reduce -73.9% 75,107 $18.6M
Asset Management One Co., Ltd. 0.06% Add +2.4% 69,825 $18.6M
Public Employees Retirement System of Ohio 0.06% Reduce -2.5% 74,587 $18.5M
Whittier Trust Co. 0.24% Reduce -6.3% 74,508 $18.5M
Three Bridge Wealth Advisors, LLC 6.47% Reduce -40.2% 74,398 $18.5M
Arrowstreet Capital, Limited Partnership 0.01% Add +51.0% 72,681 $18.0M
Alliancebernstein L.P. 0.01% Reduce -0.7% 72,209 $17.9M
Victory Capital Management Inc. 0.02% Add +10.9% 71,933 $17.9M
State of New Jersey Common Pension Fund D 0.07% Add +0.8% 71,245 $17.7M
Pictet Asset Management Holding SA 0.02% Reduce -4.0% 70,916 $17.6M
Morling Financial Advisors, LLC 6.12% Reduce -0.6% 70,753 $17.6M
Handelsbanken Fonder AB 0.07% Add +85.3% 70,649 $17.5M
Mn Services Vermogensbeheer B.V. 0.11% Add +2.6% 68,200 $16.9M
Ninety One UK Ltd 0.05% New 68,009 $16.9M
Wealthfront Advisers LLC 0.05% Add +0.2% 67,836 $16.8M
Teacher Retirement System of Texas 0.06% Add +5182.9% 67,198 $16.7M
Vestmark Advisory Solutions, Inc. 0.56% Add +47.3% 64,811 $16.4M
KLP Kapitalforvaltning As 0.08% — 65,100 $16.2M
Twin Tree Management, LP 0.37% Reduce -62.2% 61,936 $15.4M
Sloy Dahl & Holst, LLC 1.94% Add +3.7% 61,493 $15.3M
Cresset Asset Management, LLC 0.07% Reduce -14.6% 61,272 $15.2M
Aequim Alternative Investments LP 9.48% Reduce -14.5% 58,800 $14.6M
AQR Capital Management 0.02% Reduce -0.3% 58,161 $14.4M
EULAV Asset Management 0.35% Reduce -20.5% 58,007 $14.4M
Senator Investment Group LP 0.42% Reduce -3.9% 57,668 $14.3M
Stifel Financial Corp. 0.01% Add +32.2% 57,522 $14.3M
Commonwealth Equity Services, LLC 0.02% Reduce -30.4% 57,460 $14.3M
Summit Trail Advisors, LLC 0.53% Reduce -12.5% 57,351 $14.2M
Arizona State Retirement System 0.08% Add +1.5% 55,259 $13.7M
Resona Asset Management Co.,Ltd. 0.08% Reduce -3.4% 54,146 $13.6M
Creative Planning 0.01% Reduce -25.2% 53,545 $13.3M
Nomura Asset Management Co. Ltd. 0.04% Add +1.2% 53,544 $13.3M
Clearbridge Investments, LLC 0.01% Add +798.9% 51,806 $12.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +30.2% 50,094 $12.4M
Refined Wealth Management 9.39% Reduce -0.9% 49,676 $12.3M
KBC Group NV 0.03% Reduce -12.1% 49,607 $12.3M
Logan Capital Management Inc. 0.50% Reduce -15.3% 48,500 $12.0M
Weiss Asset Management LP 0.36% New 47,453 $11.8M
Penserra Capital Management LLC 0.22% Reduce -23.5% 47,418 $11.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Reduce -0.7% 42,800 $10.6M
ExodusPoint Capital Management, LP 0.11% New 42,617 $10.6M
Envestnet Asset Management Inc. 0.00% Reduce -14.6% 41,495 $10.3M
Jump Financial, LLC 0.22% Add +58.8% 40,797 $10.1M
Ossiam 0.17% Reduce -60.4% 40,635 $10.1M
Forsta Ap-Fonden 0.07% Add +1.0% 39,900 $9.9M
Jasper Ridge Partners, L.P. 0.31% No change 39,374 $9.8M
Ensign Peak Advisors, Inc 0.02% Add +31.3% 39,215 $9.7M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +0.7% 37,774 $9.6M
Cetera Investment Advisers 0.02% Add +6.1% 37,705 $9.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +16.5% 36,921 $9.2M
ParaFi Capital LP 2.18% — 36,684 $9.1M
Vident Advisory, LLC 0.16% Add +17.7% 36,406 $9.0M
Jain Global LLC 0.27% — 35,874 $8.9M
DJE Kapital AG 0.21% — 34,658 $8.8M
Xponance LLC 0.08% Add +11.0% 34,937 $8.7M
Varma Mutual Pension Insurance Co 0.07% Add +207.1% 34,700 $8.6M
Kera Capital Partners, Inc. 2.46% — 34,469 $8.6M
IFM Investors Pty Ltd 0.09% Reduce -7.8% 34,365 $8.5M
DNB Asset Management AS 0.04% Add +6.2% 34,310 $8.5M
USS Investment Management Ltd 0.06% Reduce -5.7% 34,158 $8.5M
HighTower Advisors, LLC 0.01% Add +80.9% 33,909 $8.4M
Ratan Capital Management LP 1.24% New 25,643 $8.1M
QRG Capital Management, Inc. 0.08% Reduce -0.8% 32,480 $8.1M
Swedbank AB 0.01% Reduce -29.9% 32,414 $8.0M
Blair William & Co. 0.02% Add +4.1% 32,213 $8.0M
NZS Capital, LLC 0.34% New 32,204 $8.0M
Wolverine Trading, LLC 0.18% New 30,722 $7.9M
Utah Retirement Systems 0.09% Add +1.0% 31,151 $7.7M
Trexquant Investment LP 0.09% New 31,008 $7.7M
Cambridge Investment Research Advisors, Inc. 0.03% Add +24.6% 30,796 $7.6M
Janney Montgomery Scott LLC 0.02% Reduce -22.0% 30,122 $7.5M
Generali Asset Management SPA SGR 0.19% — 29,887 $7.4M
Police & Firemen's Retirement System of New Jersey 0.07% — 29,476 $7.3M
Aberdeen Group plc 0.01% Reduce -16.2% 29,155 $7.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +5904.5% 26,720 $7.1M
Pathstone Holdings, LLC 0.03% Add +1.2% 25,390 $7.0M
SBI Securities Co., Ltd. 0.21% — 27,436 $6.8M
Cibc World Markets Corp. 0.04% Add +147.8% 27,425 $6.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +36.5% 27,421 $6.8M
Wolverine Asset Management LLC 0.50% Add +58.2% 26,902 $6.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.4% 26,076 $6.5M
Russell Investments Group, Ltd. 0.01% Add +36.8% 25,920 $6.4M
Ninety One SA (Pty) Ltd 1.40% New 25,488 $6.3M
DekaBank Deutsche Girozentrale 0.01% No change 24,346 $6.3M
Sterling Capital Management LLC 0.09% Reduce -2.0% 24,957 $6.2M
Lindbrook Capital, LLC 0.56% Reduce -17.2% 24,860 $6.2M
Nissay Asset Management Corp. /Japan 0.04% Add +0.5% 22,980 $6.1M
Schonfeld Strategic Advisors LLC 0.04% Add +511.9% 23,588 $5.9M
Comerica Bank 0.02% Add +1.0% 23,505 $5.8M
J. Goldman & Co LP 0.21% Add +523.4% 23,378 $5.8M
Nisa Investment Advisors, LLC 0.02% No change 23,125 $5.7M
Leonteq Securities AG 0.55% Reduce -12.3% 22,710 $5.6M
FORA Capital, LLC 0.62% Add +171.1% 21,727 $5.4M
Sage Rhino Capital LLC 1.14% Add +0.0% 21,037 $5.2M
Sei Investments Co. 0.01% Add +44.9% 20,938 $5.2M
Magnetar Financial LLC 0.14% Add +50.8% 20,896 $5.2M
Achmea Investment Management B.V. 0.08% New 20,488 $5.1M
AlTi Global, Inc. 0.12% Add +203.0% 18,043 $5.1M
Y-Intercept (Hong Kong) Ltd 0.34% New 20,412 $5.1M
Lord, Abbett & Co. LLC 0.02% New 20,067 $5.0M
Cibc World Market Inc. 0.01% Reduce -18.5% 20,020 $5.0M
Yong Rong (HK) Asset Management Ltd 2.17% Reduce -89.3% 20,000 $5.0M
Hel Ved Capital Management Ltd 1.52% Reduce -84.2% 19,972 $5.0M
Galaxy Digital Capital Management GP LLC 3.60% — 19,858 $4.9M
Edgestream Partners, L.P. 0.20% Reduce -35.3% 19,264 $4.8M
Azora Capital LP 0.21% Reduce -94.0% 19,256 $4.8M
Catalyst Funds Management Pty Ltd 1.17% New 19,100 $4.7M
AMF Tjanstepension AB 0.03% New 18,681 $4.6M
Private Advisor Group, LLC 0.03% Add +17.7% 18,617 $4.6M
Kestra Private Wealth Services, LLC 0.08% Add +35.2% 18,552 $4.6M
Gilder Gagnon Howe & Co. LLC 0.05% Add +0.7% 18,346 $4.6M
HAP Trading, LLC 1.52% Add +67.7% 18,306 $4.5M
Johnson Investment Counsel Inc. 0.04% Reduce -9.7% 18,169 $4.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +5.2% 18,114 $4.5M
Verition Fund Management LLC 0.02% Reduce -95.0% 18,007 $4.5M
J. Safra Sarasin Holding AG 0.08% New 17,880 $4.4M
Dark Forest Capital Management LP 0.65% New 17,726 $4.4M
Rakuten Securities, Inc. 1.73% Add +19.2% 17,659 $4.4M
Keebeck Wealth Management 0.63% Reduce -24.8% 17,638 $4.4M
Elo Mutual Pension Insurance Co 0.09% Add +4.6% 17,546 $4.4M
Janus Henderson Group PLC 0.00% Add +12.7% 17,499 $4.3M
Intech Investment Management LLC 0.04% Reduce -14.6% 17,425 $4.3M
Vontobel Holding Ltd. 0.01% Reduce -9.9% 17,274 $4.3M
Stratos Wealth Partners, LTD. 0.06% Add +79.7% 17,242 $4.3M
Zweig-DiMenna Associates LLC 0.36% No change 17,219 $4.3M
Caprock Group, LLC 0.14% Add +3.9% 17,157 $4.3M
Kestra Advisory Services, LLC 0.02% Add +51.3% 16,970 $4.2M
Clarity Capital Partners LLC 2.17% Add +0.9% 16,840 $4.2M
Vanguard Personalized Indexing Management, LLC 0.06% Add +14.9% 16,807 $4.2M
Mercer Global Advisors Inc. 0.01% Add +1.8% 16,805 $4.2M
Avanza Fonder AB 0.12% — 16,776 $4.2M
Carnegie Investment Counsel 0.12% Reduce -56.8% 16,674 $4.1M
Principal Financial Group Inc. 0.00% Reduce -70.2% 15,966 $4.0M
Daiwa Securities Group Inc. 0.02% Add +8.6% 15,704 $3.9M
Debussy Capital Management LP 0.59% Add +0.3% 13,843 $3.8M
Steward Partners Investment Advisory, LLC 0.03% Add +36.1% 15,404 $3.8M
D. E. Shaw & Co. 0.00% Add +18.5% 15,400 $3.8M
AXA S.A. 0.01% New 15,199 $3.8M
Nordea Investment Management AB 0.00% Add +5.9% 14,934 $3.8M
PNC Financial Services Group, Inc. 0.00% Add +10.8% 15,091 $3.7M
Collar Capital Management, LLC 3.08% — 14,904 $3.7M
MML Investors Services, LLC 0.01% Add +16.8% 14,659 $3.6M
Zacks Investment Management 0.03% Add +26.4% 14,550 $3.6M
Nishkama Capital, LLC 0.57% New 14,096 $3.5M
Newlands Management Operations LLC 0.02% No change 13,757 $3.4M
Foundations Investment Advisors, LLC 0.07% Add +198.0% 13,614 $3.4M
Cerity Partners LLC 0.01% Add +0.7% 14,204 $3.4M
Virtu Financial LLC 0.18% Reduce -37.7% 13,527 $3.4M
Atria Wealth Solutions, Inc. 0.04% Add +65.2% 13,339 $3.3M
StepStone Group LP 2.88% New 13,281 $3.3M
Amalgamated Bank 0.03% Add +4.7% 13,118 $3.3M
Walter & Keenan Wealth Management LLC /in/ 0.95% Reduce -9.9% 12,682 $3.1M
Optas, LLC 0.68% Reduce -17.8% 12,636 $3.1M
Allianz Asset Management GmbH 0.00% Add +0.5% 12,635 $3.1M
Candriam S.C.A. 0.02% Add +20.0% 12,603 $3.1M
Macquarie Group Ltd. 0.00% Add +10.0% 12,573 $3.1M
Gsa Capital Partners LLP 0.23% New 12,513 $3.1M
Flputnam Investment Management Co. 0.06% New 12,311 $3.1M
Sanctuary Advisors, LLC 0.02% Reduce -1.1% 9,988 $3.0M
Benjamin Edwards Inc. 0.04% Add +3.0% 12,043 $3.0M
WCG Wealth Advisors LLC 0.20% Reduce -11.3% 11,937 $3.0M
Fiduciary Financial Group, LLC 0.65% Add +0.1% 11,395 $2.9M
O'shaughnessy Asset Management, LLC 0.03% Add +41.0% 11,850 $2.9M
United Capital Management of KS, Inc. 0.54% Add +7.8% 11,849 $2.9M
Strategic Planning Group, LLC 0.54% New 11,828 $2.9M
Tudor Investment Corporation 0.03% Reduce -52.0% 11,820 $2.9M
SG Americas Securities, LLC 0.01% Reduce -13.1% 11,781 $2.9M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +15.5% 10,626 $2.9M
Credit Agricole S A 0.01% Reduce -33.1% 11,674 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +12.4% 11,657 $2.9M
AQR Arbitrage LLC 0.12% Reduce -77.6% 11,610 $2.9M
Swiss Life Asset Management Ltd 0.02% Add +194.5% 11,543 $2.9M
Sepio Capital, LP 0.23% Add +1.1% 11,480 $2.9M
Fiduciary Alliance LLC 0.29% Add +19.5% 11,453 $2.8M
Investment Management Corp of Ontario 0.09% Add +78.9% 11,325 $2.8M
Ethic Inc. 0.06% Reduce -12.7% 11,300 $2.8M
Manufacturers Life Insurance Company, The 0.00% Add +6.6% 11,096 $2.8M
MetLife Investment Management, LLC 0.01% Add +0.5% 11,061 $2.7M
LexAurum Advisors, LLC 0.54% Add +6.3% 10,975 $2.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +139.0% 10,845 $2.7M
Maryland State Retirement & Pension System 0.06% Reduce -3.4% 10,926 $2.7M
Grace & Mercy Foundation, Inc. 0.60% No change 10,719 $2.7M
Ninepoint Partners LP 0.42% Reduce -4.5% 10,610 $2.6M
Aware Super Pty Ltd as trustee of Aware Super 0.04% — 10,586 $2.6M
Vestcor Inc 0.09% Add +22.6% 10,580 $2.6M
Oppenheimer & Co. Inc. 0.04% Add +160.9% 10,409 $2.6M
Commerce Bank 0.02% Reduce -0.8% 10,403 $2.6M
Mediolanum International Funds Ltd 0.03% New 9,904 $2.5M
Bank of Nova Scotia 0.00% Add +11.3% 10,090 $2.5M
Corient Private Wealth LP 0.00% Add +8.5% 10,042 $2.5M
Pilgrim Partners Asia Pte Ltd 2.17% — 10,030 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +64.2% 10,023 $2.5M
Orion Portfolio Solutions, LLC 0.02% Add +64.2% 10,023 $2.5M
Mackenzie Financial Corp. 0.00% Reduce -0.8% 10,006 $2.5M
Proem Advisors LLC 1.14% — 10,000 $2.5M
Resolute Advisors LLC 0.49% Add +18.2% 9,730 $2.4M
Soros Capital Management LLC 0.38% New 9,700 $2.4M
Stablepoint Partners, LLC 0.43% Reduce -5.8% 9,490 $2.4M
Advisory Services Network, LLC 0.04% Add +38.4% 9,266 $2.3M
NewEdge Advisors, LLC 0.01% Add +42.6% 9,216 $2.3M
Baader Bank Aktiengesellschaft 0.21% Reduce -49.1% 9,208 $2.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.27% Add +84.7% 9,172 $2.3M
Baird Financial Group, Inc. 0.00% Add +320.1% 9,154 $2.3M
Richard W. Paul & Associates, LLC 0.83% Reduce -8.2% 9,139 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -59.2% 9,114 $2.3M
Maytus Capital Management, LLC 0.78% New 9,000 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Add +4.3% 8,592 $2.2M
Pinegrove Venture Partners, LLC 3.16% Reduce -97.9% 8,832 $2.2M
Perigon Wealth Management, LLC 0.05% Add +3.8% 7,761 $2.2M
HBK Investments L P 0.05% New 8,797 $2.2M
M&T Bank Corp 0.01% Add +23.4% 8,760 $2.2M
Quantinno Capital Management LP 0.02% Add +134.1% 8,661 $2.2M
Abn Amro Investment Solutions 0.04% Add +216.8% 8,539 $2.1M
K.J. Harrison & Partners Inc 0.33% New 8,200 $2.1M
Fortis Group Advisors, LLC 0.39% New 8,372 $2.1M
BlueCrest Capital Management Ltd 0.13% New 8,300 $2.1M
D.A. Davidson & Co. 0.02% Add +39.4% 8,218 $2.0M
US Bancorp \de 0.00% Add +2.9% 8,010 $2.0M
CIBC Asset Management Inc 0.01% Add +14.6% 7,980 $2.0M
Rede Wealth, LLC 0.76% Add +2.0% 7,977 $2.0M
Freestone Capital Holdings, LLC 0.07% Reduce -19.6% 7,911 $2.0M
Windle Wealth, LLC 1.08% Add +14.5% 7,868 $2.0M
Verdence Capital Advisors LLC 0.15% Add +8.5% 7,744 $1.9M
Marathon Trading Investment Management LLC 0.31% Add +148.4% 7,512 $1.9M
Independent Advisor Alliance 0.02% Add +31.9% 7,488 $1.9M
IHT Wealth Management, LLC 0.06% Reduce -18.7% 7,340 $1.8M
Realta Investment Advisors 0.74% Add +63.6% 6,684 $1.8M
Aletheian Wealth Advisors LLC 1.07% Add +0.9% 7,276 $1.8M
Blueshift Asset Management, LLC 0.66% Reduce -61.5% 7,262 $1.8M
OMERS ADMINISTRATION Corp 0.02% Add +21.4% 7,255 $1.8M
Bellwether Advisors, LLC 0.32% New 7,178 $1.8M
CV Advisors LLC 0.61% Add +69.5% 7,093 $1.8M
Burford Brothers, Inc. 0.86% Add +0.2% 7,092 $1.8M
Grant Private Wealth Management Inc 1.90% — 7,089 $1.8M
IFP Advisors, Inc 0.06% Add +297.8% 7,080 $1.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +97.6% 6,965 $1.7M
Nilsine Partners, LLC 0.18% Add +2.4% 6,910 $1.7M
Arbor Capital Management Inc. 1.68% Reduce -30.3% 6,059 $1.7M
Cynosure Group, LLC 0.25% Reduce -74.1% 6,846 $1.7M
Empowered Funds, LLC 0.02% Add +31.5% 6,820 $1.7M
Daiichi Life Insurance Co., Ltd. 0.05% Add +27.1% 6,738 $1.7M
Marex Group Ltd 0.03% Add +324.3% 6,708 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +17.0% 6,690 $1.7M
Brighton Jones LLC 0.05% Reduce -15.9% 6,674 $1.7M
Edmond DE Rothschild Holding S.A. 0.03% Add +226.5% 6,596 $1.6M
Rathbones Group PLC 0.01% Add +3.3% 6,596 $1.6M
Truist Financial Corp. 0.00% Add +18.8% 6,577 $1.6M
Main Management ETF Advisors, LLC 0.07% Reduce -8.3% 6,408 $1.6M
Cache Advisors, LLC 0.66% — 6,390 $1.6M
Arete Wealth Advisors, LLC 0.11% Add +228.6% 6,247 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -12.2% 6,199 $1.5M
Scientech Research LLC 0.44% New 6,192 $1.5M
Clough Capital Partners L P 0.17% New 6,155 $1.5M
Signature Estate & Investment Advisors LLC 0.04% Reduce -1.1% 6,145 $1.5M
Brown Advisory Inc. 0.00% Reduce -25.3% 6,048 $1.5M
EFG Asset Management (North America) Corp. 0.20% New 6,042 $1.5M
SRN Advisors, LLC 1.33% Reduce -40.0% 6,013 $1.5M
Regal Partners Ltd 0.15% New 5,906 $1.5M
Silvant Capital Management LLC 0.06% Add +3778.0% 5,817 $1.4M
Walleye Capital LLC 0.02% Add +211.4% 5,783 $1.4M
CIBC Private Wealth Group LLC 0.00% Add +131.5% 5,512 $1.4M
Soltis Investment Advisors LLC 0.13% New 5,745 $1.4M
Allstate Corp. 0.04% New 5,718 $1.4M
Joel Isaacson & Co., LLC 0.06% Reduce -15.3% 5,653 $1.4M
Cwm, LLC 0.01% Reduce -6.5% 5,644 $1.4M
Gerber, LLC 1.00% Reduce -1.6% 5,517 $1.4M
Fulton Bank, N.A. 0.05% Add +1.6% 5,512 $1.4M
Hennessy Advisors Inc. 0.04% Reduce -8.3% 5,500 $1.4M
Virtus Advisers, LLC 0.54% New 5,327 $1.3M
Townsquare Capital LLC 0.01% Add +12.0% 5,308 $1.3M
Prudential Financial Inc. 0.00% Reduce -64.2% 5,222 $1.3M
Oak Thistle LLC 0.38% New 5,181 $1.3M
Hancock Whitney Corp. 0.04% Add +15.5% 5,157 $1.3M
Nwam LLC 0.08% Reduce -25.1% 5,144 $1.3M
Beacon Investment Advisors LLC 0.60% No change 5,111 $1.3M
Bridgewater Associates 0.01% No change 5,049 $1.3M
Engineers Gate Manager LP 0.02% Reduce -48.1% 4,906 $1.2M
Hunting Hill Global Capital, LLC 0.55% No change 4,904 $1.2M
Consolidated Portfolio Review Corp 0.19% New 4,904 $1.2M
Praxis Investment Management Inc. 0.08% New 4,860 $1.2M
Jefferies Financial Group Inc. 0.01% Reduce -65.7% 4,857 $1.2M
Focus Partners Wealth 0.00% Add +127.8% 4,841 $1.2M
Intellectus Partners, LLC 0.26% Add +3.8% 4,755 $1.2M
Harvest Portfolios Group Inc. 0.04% Reduce -4.3% 4,705 $1.2M
Belvedere Trading LLC 0.09% Add +178.5% 4,701 $1.2M
Illinois Municipal Retirement Fund 0.02% No change 4,682 $1.2M
Transcend Capital Advisors, LLC 0.08% Add +1.2% 4,668 $1.2M
Covenant Asset Management, LLC 0.26% Reduce -14.7% 4,630 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% New 4,629 $1.1M
Choreo, LLC 0.02% Reduce -10.5% 4,454 $1.1M
XTX Topco Ltd 0.09% Reduce -65.5% 4,542 $1.1M
EP Wealth Advisors, LLC 0.01% Reduce -17.6% 4,524 $1.1M
Windmill Hill Asset Management Ltd 0.37% No change 4,515 $1.1M
Cim Investment Management Inc. 0.33% Reduce -0.8% 4,510 $1.1M
Phoenix Financial Ltd. 0.01% Add +212.5% 4,406 $1.1M
Emory University 1.57% Add +1.5% 4,376 $1.1M
Assenagon Asset Management S.A. 0.00% Add +21.9% 4,364 $1.1M
Captrust Financial Advisors 0.00% Add +3.0% 4,323 $1.1M
Independent Financial Group, LLC 0.04% Add +6.5% 4,280 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -0.4% 4,279 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +27.3% 4,235 $1.1M
Capula Management Ltd 0.01% Add +101.3% 4,228 $1.0M
Pier 88 Investment Partners LLC 1.28% New 4,210 $1.0M
Bokf, NA 0.02% Reduce -66.9% 3,967 $1.0M
Metis Global Partners, LLC 0.03% Add +55.3% 4,065 $1.0M
Planning Directions Inc. 0.58% Add +90.0% 4,057 $1.0M
Cantor Fitzgerald, L. P. 0.04% Add +66.1% 3,988 $990K
1776 Wealth LLC 0.45% No change 3,977 $987K
Spire Wealth Management 0.03% Reduce -8.4% 3,960 $983K
Vise Technologies, Inc. 0.08% Add +56.1% 3,930 $976K
Compass Ion Advisors, LLC 0.11% Reduce -7.3% 3,863 $959K
CAP Partners, LLC 0.66% Reduce -39.2% 3,766 $935K
Longitude (Cayman) Ltd. 1.07% Reduce -37.5% 3,750 $931K
Connective Capital Management, LLC 1.08% New 3,749 $931K
CTC Alternative Strategies, Ltd. 1.20% New 3,737 $928K
UniSuper Management Pty Ltd 0.01% Reduce -21.3% 3,700 $919K
Assetmark, Inc. 0.00% Add +27.0% 3,657 $908K
SVB Wealth LLC 0.02% New 3,602 $894K
Cura Wealth Advisors, LLC 0.40% — 3,600 $894K
Riggs Capital Management LLC 0.86% — 3,546 $880K
Gladstone Institutional Advisory LLC 0.04% Add +62.9% 3,537 $878K
CenterBook Partners LP 0.05% New 3,529 $876K
Signaturefd, LLC 0.02% Add +17.0% 3,526 $876K
Cottage Street Advisors LLC 0.46% New 3,523 $875K
Sigma Planning Corp 0.03% Add +162.6% 3,508 $871K
O'Neil Global Advisors, Inc. 0.25% New 3,500 $869K
AdvisorNet Financial, Inc 0.07% Add +2.0% 3,469 $861K
Ballentine Partners, LLC 0.01% Add +4.5% 3,463 $860K
Avantax Advisory Services, Inc. 0.01% Add +15.5% 3,430 $852K
Bleakley Financial Group, LLC 0.03% Reduce -2.3% 3,414 $848K
New York Life Investment Management LLC 0.01% New 3,412 $847K
Surience Private Wealth LLC 1.09% New 3,410 $847K
Aspen Grove Capital, LLC 0.18% Add +0.9% 3,408 $846K
Corebridge Financial, Inc. 0.00% Reduce -1.6% 3,363 $835K
Laurion Capital Management LP 0.05% New 3,360 $834K
Park Avenue Securities LLC 0.01% Add +73.4% 3,317 $824K
Tower Research Capital LLC (TRC) 0.02% Reduce -41.7% 3,309 $822K
Staley Capital Advisers Inc. 0.04% No change 3,300 $819K
J.W. Cole Advisors, Inc. 0.03% Reduce -8.4% 3,291 $817K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -15.2% 3,265 $811K
Mutual Advisors, LLC 0.02% Reduce -4.5% 2,878 $811K
SLT Holdings LLC 0.78% — 3,244 $805K
Atlantic Private Wealth, LLC 0.60% No change 3,229 $802K
Harbour Investments, Inc. 0.02% Add +16.6% 3,165 $786K
Plato Investment Management Ltd 0.06% Reduce -30.0% 3,113 $776K
Moneta Group Investment Advisors LLC 0.01% Reduce -8.9% 3,122 $775K
Activest Wealth Management 0.22% Add +0.0% 3,112 $773K
Parallel Advisors, LLC 0.02% Add +7.9% 3,093 $768K
IronOak Wealth LLC. 0.86% — 3,082 $765K
X-Square Capital, LLC 0.31% Add +84.7% 3,069 $762K
CoreCap Advisors, LLC 0.03% Add +4.3% 3,066 $761K
Wedbush Securities Inc. 0.03% Reduce -1.1% 3,034 $753K
MGB Wealth Management, LLC 0.23% New 2,972 $740K
NewEdge Wealth, LLC 0.01% Reduce -4.3% 2,953 $733K
PDT Partners, LLC 0.06% No change 2,900 $720K
DAVENPORT & Co LLC 0.00% Add +15.2% 2,892 $718K
Interchange Capital Partners, LLC 0.26% Reduce -6.1% 2,889 $717K
Itau Unibanco Holding S.A. 0.02% Add +48.9% 2,891 $716K
Vishria Bird Financial Group, LLC 0.25% No change 2,882 $716K
Ascentis Independent Advisors 0.14% Reduce -0.7% 2,863 $711K
Lido Advisors, LLC 0.00% Add +64.4% 2,844 $706K
Intrinsic Edge Capital Management LLC 0.09% Reduce -71.8% 2,818 $700K
Clare Market Investments LLC 0.17% Reduce -61.4% 2,803 $696K
Meeder Advisory Services, Inc. 0.04% Add +14.6% 2,799 $695K
Keystone Financial Group 0.07% Add +0.9% 2,795 $694K
Evercore Wealth Management, LLC 0.01% Reduce -8.1% 2,770 $688K
AXS Investments LLC 0.19% Add +0.9% 2,766 $687K
Cadent Capital Advisors, LLC 0.24% New 2,762 $686K
Private Advisory Group LLC 0.08% New 2,759 $685K
JT Stratford LLC 0.11% Reduce -18.2% 2,750 $683K
Global Retirement Partners, LLC 0.02% Add +2.6% 2,750 $683K
U.S. Capital Wealth Advisors, LLC 0.02% New 2,737 $680K
Great Valley Advisor Group, Inc. 0.02% Reduce -27.8% 2,709 $672K
Allworth Financial LP 0.00% Add +4.1% 2,265 $670K
United Advisor Group, LLC 0.13% New 2,696 $669K
Level Four Advisory Services, LLC 0.03% Reduce -2.5% 2,686 $667K
Kovack Advisors, Inc. 0.07% New 2,681 $666K
HighPoint Advisor Group LLC 0.04% Reduce -46.6% 2,487 $664K
Prudential PLC 0.00% No change 2,658 $660K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +2.3% 2,630 $653K
Pallas Capital Advisors LLC 0.03% Add +2.0% 2,625 $652K
BluePointe Capital Management, LLC 0.37% Reduce -14.3% 2,576 $640K
Alpine Global Management, LLC 0.22% New 2,576 $640K
Insigneo Advisory Services, LLC 0.07% Reduce -33.7% 2,567 $637K
Yousif Capital Management, LLC 0.01% Add +1.8% 2,559 $635K
Waldron Private Wealth LLC 0.03% Add +6.5% 2,557 $635K
&partners 0.01% Add +19.3% 2,337 $632K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +9.4% 2,547 $632K
Main Street Financial Solutions, LLC 0.06% Add +3.8% 2,531 $628K
Nvwm, LLC 0.16% Add +2687.8% 2,509 $623K
Rwa Wealth Partners, LLC 0.01% Add +8.7% 2,509 $623K
Wilmar Advisors LLC 0.57% — 2,500 $621K
Prelude Capital Management, LLC 0.05% New 2,474 $614K
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.4% 2,456 $610K
Strategic Wealth Partners, Ltd. 0.05% Add +19.7% 2,045 $610K
Dimension Capital Management LLC 0.10% Reduce -2.3% 2,437 $605K
Accurate Wealth Management, LLC 0.12% Add +10.1% 2,338 $605K
Tru Independence Asset Management 2, LLC 0.50% Reduce -3.2% 2,428 $603K
CSS LLC 0.11% Reduce -17.0% 2,394 $594K
Raiffeisen Bank International AG 0.01% — 2,316 $594K
Savant Capital, LLC 0.00% New 2,381 $591K
MSH Capital Advisors LLC 0.19% No change 2,369 $588K
HUB Investment Partners, LLC 0.02% New 2,351 $584K
Smith Anglin Financial, LLC 0.05% Add +0.7% 2,311 $574K
Vinva Investment Management Ltd 0.02% Reduce -33.4% 2,235 $571K
Teza Capital Management LLC 0.09% Add +47.0% 2,291 $569K
Brookstone Capital Management 0.01% Reduce -3.3% 2,277 $565K
IPG Investment Advisors LLC 0.13% Add +2.0% 2,261 $561K
AlphaQ Advisors LLC 1.53% Add +51.4% 2,251 $559K
Optimize Financial Inc. 0.42% — 2,249 $558K
Valeo Financial Advisors, LLC 0.02% Add +11.3% 2,249 $558K
Chokshi & Queen Wealth Advisors, Inc 0.34% — 2,235 $555K
Diversified Trust Co. 0.01% Reduce -4.0% 2,225 $552K
Vienna Asset Management LLC 0.37% Reduce -80.1% 2,218 $551K
MAI Capital Management 0.00% Add +19.0% 2,210 $549K
Savvy Advisors, Inc. 0.07% Reduce -57.2% 2,207 $548K
Aigen Investment Management, LP 0.10% New 2,207 $548K
Central Asset Investments & Management Holdings (HK) Ltd 0.35% New 2,200 $546K
Prospera Financial Services Inc 0.01% Add +10.5% 2,187 $543K
Twin Peaks Wealth Advisors, LLC 0.23% Reduce -12.0% 2,178 $541K
Stevens Capital Management LP 0.22% Reduce -87.8% 2,175 $540K
Bridgefront Capital, LLC 0.18% Reduce -12.5% 2,171 $539K
Equitable Holdings, Inc. 0.01% Reduce -8.3% 2,155 $535K
Nicholas Wealth, LLC. 0.29% No change 2,127 $534K
Simplicity Wealth,LLC 0.11% New 2,136 $530K
Siemens Fonds Invest GmbH 0.06% Add +2.2% 2,065 $528K
Simon Quick Advisors, LLC 0.03% Add +8.5% 2,122 $527K
CreativeOne Wealth, LLC 0.02% New 2,103 $522K
Forum Financial Management, LP 0.01% Add +0.4% 2,088 $518K
SteelPeak Wealth, LLC 0.02% Reduce -71.9% 2,087 $518K
Perennial Investment Advisors, LLC 0.06% Add +39.0% 2,080 $516K
Blueprint Investment Partners LLC 0.08% New 2,080 $516K
Sherbrooke Park Advisers LLC 0.16% New 2,072 $514K
Cigna Investments Inc. 0.09% Add +0.7% 2,066 $513K
Dakota Wealth Management 0.01% New 2,050 $509K
KCM Investment Advisors LLC 0.02% New 2,040 $507K
Convergence Financial, LLC 0.10% Reduce -8.2% 2,038 $506K
Flagship Harbor Advisors, LLC 0.03% Add +2.8% 2,029 $504K
Robertson Stephens Wealth Management, LLC 0.02% Add +0.6% 2,021 $502K
Sphera Management Technology Funds Ltd 0.39% — 2,000 $497K
Elyxium Wealth, LLC 0.30% New 2,000 $497K
LMR Partners LLP 0.01% New 2,000 $497K
Impact Partnership Wealth, LLC 0.10% Add +11.5% 1,942 $482K
Focus Financial Network, Inc. 0.02% Add +39.6% 1,939 $481K
Kingsview Wealth Management, LLC 0.01% Add +15.4% 1,930 $479K
Ionic Capital Management LLC 0.68% New 1,900 $472K
Bryce Point Capital, LLC 0.14% — 1,897 $471K
Chesapeake Capital Corp. 0.48% Add +9.5% 1,885 $468K
Coldstream Capital Management Inc. 0.01% Reduce -33.3% 1,850 $459K
Western Financial Corp 0.25% New 1,847 $459K
Wedmont Private Capital 0.02% Add +21.9% 1,766 $457K
Axxcess Wealth Management, LLC 0.01% Reduce -63.7% 1,837 $456K
PFG Investments, LLC 0.03% Reduce -3.8% 1,827 $454K
Magnolia Capital Advisors LLC 0.12% New 1,804 $448K
Gotham Asset Management 0.00% New 1,798 $446K
Wealthcare Advisory Partners LLC 0.01% Add +8.1% 1,794 $445K
Thrivent Financial for Lutherans 0.00% Add +40.2% 1,590 $445K
Keystone Wealth Services, LLC 0.12% No change 1,792 $445K
Harvest Fund Management Co., Ltd 0.02% New 1,787 $443K
Snowden Capital Advisors LLC 0.01% Add +2.0% 1,771 $440K
Vanguard Capital Wealth Advisors 0.48% New 1,760 $437K
Callan Family Office, LLC 0.03% New 1,754 $436K
Jacobi Capital Management LLC 0.03% Reduce -0.3% 1,733 $430K
Integrated Wealth Concepts LLC 0.00% No change 1,706 $424K
Westshore Wealth, LLC 0.17% Reduce -49.7% 1,704 $423K
Requisite Capital Management, LLC 0.09% No change 1,700 $422K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -32.9% 1,696 $421K
OneDigital Investment Advisors LLC 0.00% Add +48.3% 1,692 $420K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,692 $420K
Proficio Capital Partners LLC 0.03% Add +23.9% 1,685 $418K
Arkadios Wealth Advisors 0.02% Reduce -42.0% 1,655 $411K
Oxford Wealth Group, LLC 0.26% New 1,645 $408K
Berger Financial Group, Inc 0.03% Reduce -4.1% 1,625 $403K
Mountain Capital Investment Advisors Inc. 0.08% No change 1,341 $396K
Laidlaw Wealth Management LLC 0.17% Reduce -7.7% 1,586 $394K
Hilltop Holdings Inc. 0.02% New 1,575 $391K
Jupiter Asset Management Ltd. 0.00% New 1,570 $390K
Prime Capital Investment Advisors, LLC 0.01% Add +19.3% 1,559 $387K
Pinebridge Investments, L.P. 0.00% No change 1,556 $386K
HB Wealth Management, LLC 0.00% Add +21.4% 1,540 $382K
Frank, Rimerman Advisors LLC 0.03% Add +2.2% 1,530 $380K
Greenleaf Trust 0.00% Add +7.4% 1,525 $379K
Ritholtz Wealth Management 0.01% New 1,488 $369K
Capital Advisors Wealth Management, LLC 0.07% Add +3.2% 1,470 $365K
DeDora Capital, Inc. 0.10% Reduce -5.2% 1,456 $362K
Edge Capital Group, LLC 0.02% Add +12.4% 1,456 $362K
Composition Wealth, LLC 0.01% Add +5.0% 1,450 $360K
RMR Wealth Builders 0.04% Reduce -0.3% 1,443 $358K
Jeppson Wealth Management, LLC 0.13% Reduce -0.3% 1,440 $358K
Silverleafe Capital Partners, LLC 0.11% New 1,440 $358K
Westmount Partners, LLC 0.11% Reduce -1.9% 1,437 $357K
Circle Wealth Management, LLC 0.01% No change 1,420 $353K
Visionary Wealth Advisors 0.02% Add +5.0% 1,403 $348K
Crossmark Global Holdings, Inc. 0.01% Reduce -9.3% 1,404 $348K
Mosley Wealth Management 0.22% Add +0.8% 1,194 $347K
Fieldview Capital Management, LLC 0.05% — 1,396 $347K
2UniFi Bank 0.23% — 1,395 $346K
Rockline Wealth Management, LLC 0.09% Reduce -24.8% 1,392 $346K
Western Wealth Management, LLC 0.02% New 1,390 $345K
Elevation Point Wealth Partners, LLC 0.03% Add +6.4% 1,378 $342K
Innovative Advisory Group, LLC 0.30% — 1,377 $342K
Fi3 FINANCIAL ADVISORS, LLC 0.13% Add +0.7% 1,377 $342K
Howard Capital Management, LLC 0.01% Add +5.1% 1,371 $340K
EPIQ Capital Group, LLC 0.09% No change 1,367 $339K
Twinbeech Capital LP 0.01% New 1,366 $339K
Peapack Gladstone Financial Corp. 0.00% New 1,343 $333K
CRA Financial Services, LLC 0.06% Reduce -5.3% 1,339 $332K
Emerald Advisers, LLC 0.01% Add +0.2% 1,337 $332K
Formidable Asset Management, LLC 0.05% Reduce -1.1% 1,331 $330K
Lazard Asset Management LLC 0.00% Reduce -6.7% 1,328 $329K
Shell Asset Management Co. 0.01% Add +54.3% 1,316 $327K
First Hawaiian Bank 0.01% New 1,315 $327K
White Knight Strategic Wealth Advisors, LLC 0.14% New 1,314 $326K
Sovran Advisors, LLC 0.05% — 1,274 $325K
World Equity Group, Inc. 0.07% Reduce -16.0% 1,310 $325K
Sagespring Wealth Partners, LLC 0.01% — 1,307 $324K
Glenmede Trust Co. NA 0.00% Add +2.4% 1,306 $324K
Merit Financial Group, LLC 0.01% New 1,298 $322K
Pettinga Financial Advisors LLC 0.07% Add +1.2% 1,287 $320K
Premier Path Wealth Partners, LLC 0.05% New 1,284 $319K
Bravias Capital Group, LLC 0.26% — 1,084 $316K
Arkos Global Advisors 0.05% Reduce -11.8% 1,261 $313K
Tamar Securities, LLC 0.04% New 1,258 $312K
FWG Holdings, LLC 0.15% New 1,095 $311K
CI Investments Inc. 0.00% Reduce -13.3% 1,250 $310K
Prairie Wealth Advisors, Inc. 0.15% Reduce -42.1% 1,246 $309K
Qsemble Capital Management, LP 0.04% New 1,242 $308K
Ground Swell Capital, LLC 0.67% Reduce -82.2% 1,233 $306K
Brandywine Oak Private Wealth LLC 0.03% New 1,226 $304K
MIG Capital, LLC 0.03% New 1,225 $304K
Carmignac Gestion 0.00% New 1,224 $304K
Red Door Wealth Management, LLC 0.05% New 1,223 $304K
Avid Wealth Partners LLC 0.22% No change 1,221 $303K
Certior Financial Group, LLC 0.27% — 1,220 $303K
Chicago Partners Investment Group LLC 0.01% New 1,156 $301K
Pitcairn Co. 0.02% New 1,203 $299K
Meitav Investment House Ltd. 0.01% New 1,200 $298K
Callan Capital, LLC 0.02% Reduce -6.5% 1,186 $294K
Kingswood Wealth Advisors, LLC 0.02% New 1,168 $290K
Fernwood Investment Management, LLC 0.10% Reduce -10.3% 1,165 $289K
BOCHK Asset Management Ltd 0.09% Reduce -98.2% 1,160 $288K
GWN Securities Inc. 0.08% — 967 $288K
Watershed Private Wealth LLC 0.11% No change 1,154 $287K
Palisade Capital Management, LP 0.01% New 1,150 $286K
Capital Investment Advisors, LLC 0.01% Reduce -0.4% 1,145 $284K
Cranbrook Wealth Management, LLC 0.07% No change 1,142 $284K
Wealthspire Advisors, LLC 0.00% Reduce -13.1% 1,129 $280K
Chickasaw Capital Management LLC 0.01% No change 1,125 $279K
Koshinski Asset Management, Inc. 0.02% New 1,120 $278K
EverSource Wealth Advisors, LLC 0.02% Reduce -21.4% 1,116 $277K
Greenland Capital Management LP 0.06% Reduce -81.9% 1,095 $272K
Ellevest, Inc. 0.02% Reduce -43.6% 1,095 $272K
Financial Freedom, LLC 0.14% No change 1,080 $268K
Evergreen Capital Management LLC 0.01% New 1,078 $268K
Boothbay Fund Management, LLC 0.01% New 1,073 $266K
Concurrent Investment Advisors, LLC 0.01% Reduce -10.7% 1,072 $266K
Belmont Capital, LLC 0.04% No change 1,072 $266K
Westpac Banking Corp. 0.02% Add +47.5% 1,069 $265K
Oxinas Partners, LLC 0.16% New 1,067 $265K
C M Bidwell & Associates Ltd. 0.16% No change 1,063 $264K
Allianz SE 0.01% New 1,030 $263K
Stephens Inc. 0.00% New 1,050 $261K
Moneco Advisors, LLC 0.03% New 1,045 $259K
Inspire Investing, LLC 0.03% Reduce -34.2% 1,044 $259K
GAMMA Investing LLC 0.02% Add +25.9% 1,039 $258K
Regal Investment Advisors LLC 0.02% New 1,036 $257K
AE Wealth Management LLC 0.00% New 1,036 $257K
Principal Securities, Inc. 0.01% Add +35.3% 1,032 $256K
Welch Group, LLC 0.01% New 1,000 $256K
SP Asset Management LLC 0.02% New 1,028 $255K
Whitaker-Myers Wealth Managers, LTD. 0.07% New 1,022 $254K
Smartleaf Asset Management LLC 0.03% Add +31.2% 993 $254K
McElhenny Sheffield Capital Management, LLC 0.08% New 1,016 $252K
McAdam, LLC 0.01% New 1,010 $251K
Firsthand Capital Management, Inc. 0.52% New 1,000 $248K
Tradewinds, LLC. 0.07% New 919 $245K
Almanack Investment Partners, LLC. 0.04% New 972 $241K
Integrated Advisors Network LLC 0.01% Reduce -50.9% 967 $240K
Avior Wealth Management, LLC 0.01% Add +7.8% 965 $240K
Farther Finance Advisors, LLC 0.01% Add +4.3% 964 $239K
Lauterbach Financial Advisors, LLC 0.15% New 963 $239K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% No change 958 $238K
Nations Financial Group Inc, /Ia/ 0.02% New 951 $236K
Quantessence Capital LLC 0.10% — 950 $236K
Plancorp, LLC 0.01% New 949 $236K
V-Square Quantitative Management LLC 0.03% Add +196.1% 918 $235K
Matauro, LLC 0.05% — 946 $235K
Everhart Financial Group, Inc. 0.05% New 944 $234K
Csenge Advisory Group 0.01% New 943 $234K
First Heartland Consultants, Inc. 0.02% New 939 $233K
Armstrong, Fleming & Moore, Inc 0.14% New 938 $233K
Reyes Financial Architecture, Inc. 0.18% — 933 $232K
Sara-Bay Financial 0.09% New 900 $230K
Focused Wealth Management, Inc 0.03% New 915 $227K
Acorn Financial Advisory Services Inc. 0.04% New 913 $227K
Brown Wealth Management, LLC 0.08% New 906 $225K
World Investment Advisors 0.01% New 900 $224K
Capital Advisors Inc. 0.00% New 899 $223K
Benchmark Financial Wealth Advisors, LLC 0.07% New 898 $223K
Next Capital Management LLC 0.09% New 895 $222K
EagleClaw Capital Managment, LLC 0.04% New 890 $221K
Fiducient Advisors LLC 0.03% New 868 $216K
Los Angeles Capital Management LLC 0.00% Reduce -41.7% 866 $215K
JFG Wealth Management, LLC 0.05% New 865 $215K
Dynamic Advisor Solutions LLC 0.01% New 858 $213K
Crescent Grove Advisors, LLC 0.02% Reduce -25.9% 858 $213K
Sivia Capital Partners, LLC 0.11% New 857 $213K
Guggenheim Capital LLC 0.00% Reduce -24.8% 857 $213K
Financial Engines Advisors L.L.C. 0.00% New 856 $213K
International Assets Investment Management, LLC 0.02% Reduce -2.5% 819 $211K
Aaron Wealth Advisors LLC 0.02% New 842 $209K
Founders Financial Securities LLC 0.02% New 842 $209K
Belpointe Asset Management LLC 0.01% New 1,136 $208K
Klingenstein Fields & Co. LP 0.01% New 837 $208K
Tyler-Stone Wealth Management 0.04% New 830 $206K
River Street Advisors LLC 0.11% Reduce -40.5% 830 $206K
Cooper Financial Group 0.02% New 829 $206K
Berkshire Asset Management LLC 0.01% New 689 $205K
HBK Sorce Advisory LLC 0.01% New 824 $205K
Sunbelt Securities, Inc. 0.02% Add +14.9% 800 $204K
Clarius Group, LLC 0.01% New 822 $204K
Means Investment Co., Inc. 0.02% New 810 $201K
Ancora Advisors LLC 0.00% Reduce -19.8% 808 $201K
Clearstead Advisors, LLC 0.00% Add +6.8% 799 $198K
Golden State Wealth Management, LLC 0.03% — 787 $195K
Tsfg, LLC 0.04% No change 765 $190K
Larson Financial Group LLC 0.01% Add +43.1% 760 $189K
Stephens Consulting, LLC 0.05% Add +200.0% 750 $186K
Strategic Investment Solutions, Inc. 0.06% Add +1280.0% 1,035 $186K
HM Payson & Co. 0.00% Reduce -10.2% 742 $184K
Harbor Investment Advisory, LLC 0.02% Add +15.5% 737 $183K
Compagnie Lombard Odier SCmA 0.00% Reduce -76.7% 708 $176K
Huntington National Bank 0.00% Add +32.9% 687 $171K
Hantz Financial Services, Inc. 0.00% Add +175.8% 684 $170K
Brooklyn Investment Group 0.05% Reduce -61.8% 672 $167K
Geneos Wealth Management Inc. 0.01% Add +224.0% 661 $164K
NFSG Corp 0.04% Add +44.7% 631 $157K
J.Safra Asset Management Corp 0.01% Add +96.5% 611 $156K
Private Trust Co. NA 0.02% Add +390.6% 628 $156K
First Horizon Advisors, Inc. 0.00% Add +19.2% 621 $154K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.09% New 620 $154K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.08% Add +825.8% 611 $152K
Nemes Rush Group LLC 0.02% Reduce -11.3% 598 $148K
Fifth Third Bancorp 0.00% Reduce -95.4% 576 $143K
Centaurus Financial, Inc. 0.01% Reduce -1.9% 577 $143K
Ostrum Asset Management 0.01% Reduce -4.0% 573 $142K
Caitlin John, LLC 0.09% Reduce -2.7% 545 $135K
Wilmington Savings Fund Society, FSB 0.00% Add +0.6% 531 $132K
Fairman Group, LLC 0.10% No change 500 $124K
SRH Advisors, LLC 0.04% No change 500 $124K
Creative Financial Designs Inc. 0.01% Reduce -16.3% 498 $124K
AlphaQuest LLC 0.02% Reduce -92.6% 496 $123K
Financial Perspectives, Inc 0.04% No change 493 $122K
Jones Financial Companies LLLP 0.00% Add +125.8% 490 $122K
Chelsea Counsel Co. 0.06% Add +176.5% 470 $117K
Van Hulzen Asset Management, LLC 0.01% New 469 $116K
Indiana Trust & Investment Management Co 0.04% No change 465 $115K
TD Private Client Wealth LLC 0.00% Add +1.6% 441 $110K
GeoWealth Management, LLC 0.00% Add +20.2% 423 $105K
Arax Advisory Partners 0.01% Add +189.0% 422 $105K
Avion Wealth 0.03% Reduce -9.5% 420 $104K
Hoey Investments, Inc. 0.02% Add +32.0% 412 $102K
Oliver Lagore Vanvalin Investment Group 0.03% No change 410 $102K
Hexagon Capital Partners LLC 0.02% No change 409 $102K
R Squared Ltd 0.10% — 400 $99K
Oakworth Capital, Inc. 0.01% Reduce -27.5% 400 $99K
Oddo BHF Asset Management Sas 0.01% New 400 $99K
Quarry LP 0.02% Add +234.2% 391 $97K
PSI Advisors, LLC 0.03% No change 381 $95K
GPS Wealth Strategies Group, LLC 0.01% Add +70.8% 362 $90K
Steph & Co. 0.03% New 352 $87K
JTC Employer Solutions Trustee Ltd 0.01% No change 342 $87K
Motco 0.01% No change 350 $87K
Brown Brothers Harriman & Co. 0.00% Add +36.2% 346 $86K
Sound Income Strategies, LLC 0.01% Reduce -15.0% 341 $85K
Aventura Private Wealth, LLC 0.05% — 338 $84K
Tucker Asset Management LLC 0.02% No change 337 $84K
Wiser Advisor Group LLC 0.12% No change 336 $83K
Blue Trust, Inc. 0.00% Reduce -95.5% 336 $83K
Hemington Wealth Management 0.02% Add +7.9% 315 $78K
LFA - Lugano Financial Advisors SA 0.05% No change 308 $76K
Westside Investment Management, Inc. 0.02% No change 306 $76K
Cape Investment Advisory, Inc. 0.03% Reduce -13.8% 305 $76K
WealthTrak Capital Management LLC 0.06% — 303 $75K
New Wave Wealth Advisors LLC 0.03% New 303 $75K
Valley Wealth Managers, Inc. 0.01% No change 300 $74K
Versant Capital Management, Inc 0.02% Add +106.9% 298 $74K
Center for Financial Planning, Inc. 0.01% Reduce -12.3% 291 $72K
Capital Advisors, Ltd. LLC 0.01% Reduce -10.1% 284 $71K
Quadrant Capital Group LLC 0.00% Add +7.6% 284 $71K
Bradley & Co. Private Wealth Management, LLC 0.04% — 284 $71K
Medallion Wealth Advisors, LLC 0.03% — 281 $70K
Financial Life Planners 0.06% — 276 $69K
Gould Capital, LLC 0.05% Reduce -15.8% 267 $66K
SOA Wealth Advisors, LLC. 0.01% Add +17.7% 266 $66K
IMG Wealth Management, Inc. 0.06% — 256 $64K
HighMark Wealth Management LLC 0.04% Reduce -38.3% 253 $63K
Groupe la Francaise 0.00% — 57 $62K
Spirit of America Management Corp. 0.01% Add +66.7% 250 $62K
Venturi Wealth Management, LLC 0.00% Add +5.8% 238 $59K
Loomis Sayles & Co. L P 0.00% New 238 $59K
Parkside Financial Bank & Trust 0.01% Add +6.3% 235 $58K
Bernard Wealth Management Corp. 0.03% — 225 $56K
Financial Gravity Companies, Inc. 0.01% Add +413.9% 221 $55K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 220 $55K
Bogart Wealth, LLC 0.00% Add +252.5% 208 $52K
Valley National Advisers Inc. 0.01% No change 206 $51K
BNP Paribas 0.00% New 195 $50K
Addison Advisors LLC 0.01% No change 200 $50K
Cullen/Frost Bankers, Inc. 0.00% New 200 $50K
Evelyn Partners Investment Management LLP 0.00% — 190 $47K
Salem Investment Counselors Inc. 0.00% Reduce -1.1% 184 $46K
Cedar Mountain Advisors, LLC 0.01% Reduce -12.4% 177 $44K
Ameriflex Group, Inc. 0.02% — 150 $44K
Ascentis Wealth Management, LLC 0.02% Reduce -3.9% 174 $43K
NCP Inc. 0.02% Reduce -16.5% 167 $41K
Riverview Trust Co 0.04% Add +2.5% 165 $41K
Colonial Trust Advisors 0.00% Reduce -46.5% 161 $40K
Hollencrest Capital Management 0.00% Reduce -47.4% 160 $40K
Studio Investment Management LLC 0.01% New 154 $38K
Barrett & Company, Inc. 0.02% No change 150 $37K
Pittenger & Anderson Inc. 0.00% No change 149 $37K
TD Waterhouse Canada Inc. 0.00% Reduce -32.6% 145 $36K
Highline Wealth Partners LLC 0.01% Add +14.3% 144 $36K
Elequin Capital, LP 0.01% Add +21.6% 141 $35K
MPWM Advisory Solutions, LLC 0.03% — 140 $35K
Richards, Merrill & Peterson, Inc. 0.02% — 138 $34K
MassMutual Private Wealth & Trust, FSB 0.00% Add +365.5% 135 $34K
AlphaMark Advisors, LLC 0.01% No change 134 $33K
Physician Wealth Advisors, Inc. 0.01% New 132 $33K
Manchester Capital Management LLC 0.00% No change 131 $33K
Albion Financial Group 0.00% No change 126 $31K
Prosperity Financial Group, Inc. 0.02% New 121 $30K
Covestor Ltd 0.02% Add +18.8% 114 $28K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +5.7% 111 $28K
Atala Financial Inc 0.02% — 110 $27K
Wingate Wealth Advisors, Inc. 0.03% — 108 $27K
Copia Wealth Management 0.03% — 106 $26K
Quent Capital, LLC 0.00% Reduce -0.9% 104 $26K
Bayforest Capital Ltd 0.03% — 103 $26K
Peoples Financial Services Corp. 0.01% No change 100 $25K
Aspetuck Financial Management LLC 0.02% — 98 $24K
Bell Investment Advisors, Inc 0.00% Add +11.9% 94 $23K
Arlington Trust Co LLC 0.00% Add +19.2% 93 $23K
Elevation Wealth Partners, LLC 0.01% Add +25.7% 88 $22K
SIMA Wealth Partners, LLC 0.02% No change 86 $21K
WR Wealth Planners, LLC 0.01% Add +123.7% 85 $21K
Evelyn Partners Investment Management (Europe) Ltd 0.01% — 83 $21K
Transce3nd, LLC 0.01% — 75 $20K
SouthState Bank Corp 0.00% No change 81 $20K
Tidemark, LLC 0.01% Add +88.4% 81 $20K
Legacy Investment Solutions, LLC 0.01% No change 71 $19K
Legacy Wealth Managment, LLC 0.01% No change 71 $19K
MV Capital Management, Inc. 0.00% Add +143.8% 78 $19K
Raleigh Capital Management Inc. 0.01% No change 77 $19K
Asset Dedication, LLC 0.00% Reduce -14.6% 76 $19K
Global Wealth Strategies & Associates 0.01% Reduce -25.7% 75 $19K
Rosenberg Matthew Hamilton 0.00% Add +51.0% 74 $18K
Signature Resources Capital Management, LLC 0.02% No change 73 $18K
Private Wealth Management Group, LLC 0.01% Reduce -49.0% 73 $18K
Concourse Financial Group Securities, Inc. 0.00% Add +190.5% 61 $18K
Montag A & Associates Inc. 0.00% No change 71 $18K
Murphy & Mullick Capital Management Corp 0.02% — 70 $17K
Campbell Capital Management Inc. 0.01% New 70 $17K
CVA Family Office, LLC 0.00% Add +214.3% 66 $16K
Centricity Wealth Management, LLC 0.02% — 65 $16K
Painted Porch Advisors LLC 0.01% Add +8.8% 62 $15K
Evelyn Partners Investment Management Services Ltd 0.00% — 59 $15K
HHM Wealth Advisors, LLC 0.00% Add +9.3% 59 $15K
DT Investment Partners, LLC 0.00% No change 59 $15K
PFS Partners, LLC 0.01% No change 58 $14K
Glen Eagle Advisors, LLC 0.00% Reduce -74.9% 57 $14K
Centerpoint Advisors, LLC 0.00% Add +229.4% 56 $14K
North Star Investment Management Corp. 0.00% No change 55 $14K
Wolff Wiese Magana LLC 0.01% Reduce -28.0% 54 $13K
WPG Advisers, LLC 0.01% — 54 $13K
Nova Wealth Management, Inc. 0.01% — 54 $13K
Creekmur Asset Management LLC 0.00% No change 52 $13K
Meeder Asset Management Inc. 0.00% Reduce -11.9% 52 $13K
Sachetta, LLC 0.01% Add +4.1% 51 $13K
Sanctuary Wealth Management, L.L.C. 0.01% Reduce -51.0% 51 $13K
Game Plan Financial Advisors, LLC 0.01% New 50 $12K
Vision Financial Markets LLC 0.01% — 50 $12K
Park Square Financial Group, LLC 0.01% — 50 $12K
Mechanics Financial Corp 0.01% No change 50 $12K
Princeton Global Asset Management LLC 0.00% Reduce -50.0% 50 $12K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -19.4% 50 $12K
Sandy Spring Bank 0.00% No change 48 $12K
Fortitude Family Office, LLC 0.00% Add +200.0% 48 $12K
Valued Wealth Advisors LLC 0.01% No change 46 $11K
Hilltop National Bank 0.00% Add +125.0% 45 $11K
St Germain D J Co. Inc. 0.00% No change 45 $11K
GF Fund Management Co. LTD. 0.00% — 45 $11K
Oarsman Capital, Inc. 0.00% Add +10.0% 44 $11K
JFS Wealth Advisors, LLC 0.00% Add +26.5% 43 $11K
Transcendent Capital Group LLC 0.01% No change 42 $10K
PayPay Securities Corp 0.43% Add +566.7% 40 $10K
Clean Yield Group 0.00% No change 40 $10K
Hartford Financial Management Inc. 0.00% No change 40 $10K
Financial Management Professionals, Inc. 0.00% Reduce -75.5% 39 $10K
Bessemer Group Inc. 0.00% No change 38 $9K
ZynergyRetirementPlanningLLC 0.01% No change 50 $9K
Financially Speaking Inc 0.01% — 35 $9K
Friedenthal Financial 0.01% Add +600.0% 35 $9K
Glass Jacobson Investment Advisors llc 0.00% No change 35 $9K
Park Place Capital Corp 0.00% Add +12.9% 35 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -22.2% 35 $9K
Investors Research Corp 0.00% No change 33 $8K
IFS Advisors, LLC 0.01% No change 33 $8K
Armstrong Advisory Group, Inc. 0.00% No change 31 $8K
Bruce G. Allen Investments, LLC 0.01% Add +19.2% 31 $8K
Archer Investment Corp 0.00% Add +10.7% 31 $8K
Atlas Capital Advisors Inc. 0.00% No change 31 $8K
Rialto Wealth Management, LLC 0.00% — 29 $7K
Tradewinds Capital Management, LLC 0.00% Add +625.0% 29 $7K
TrinityBridge Ltd 0.00% No change 30 $7K
Cornerstone Planning Group LLC 0.00% Add +92.3% 25 $7K
Evermay Wealth Management LLC 0.00% Reduce -3.7% 26 $6K
CBIZ Investment Advisory Services, LLC 0.00% Add +36.8% 26 $6K
Graney & King, LLC 0.00% — 25 $6K
Ransom Advisory, Ltd 0.00% No change 25 $6K
Orion Capital Management LLC 0.00% New 25 $6K
Eukles Asset Management 0.00% No change 25 $6K
Trust Co. of Vermont 0.00% No change 25 $6K
Main Street Group, LTD 0.00% Reduce -46.5% 23 $6K
Raffa Wealth Management, LLC 0.00% Reduce -14.8% 23 $6K
Colonial Trust Co / SC 0.00% New 23 $6K
Sugarloaf Wealth Management, LLC 0.00% Reduce -85.0% 21 $5K
Plante Moran Financial Advisors, LLC 0.00% No change 21 $5K
Banque Transatlantique SA 0.00% — 21 $5K
Promus Capital, LLC 0.00% — 20 $5K
CarsonAllaria Wealth Management, Ltd. 0.00% Reduce -84.5% 20 $5K
Bellevue Asset Management, LLC 0.00% No change 20 $5K
Tortoise Investment Management, LLC 0.00% No change 20 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 20 $5K
Capital A Wealth Management, LLC 0.01% — 19 $5K
Prestige Wealth Management Group LLC 0.00% No change 19 $5K
Mather Group, Llc. 0.00% Add +350.0% 18 $4K
Riggs Asset Managment Co. Inc. 0.00% Add +13.3% 17 $4K
1620 Investment Advisors, Inc. 0.00% New 17 $4K
Clearstead Trust, LLC 0.00% New 17 $4K
LRI Investments, LLC 0.00% New 17 $4K
Roble, Belko & Company, Inc 0.00% No change 16 $4K
Sierra Ocean, LLC 0.00% — 14 $3K
Mainstream Capital Management LLC 0.00% New 14 $3K
Independence Bank of Kentucky 0.00% No change 13 $3K
Pension & Wealth Management Advisors, Inc. 0.00% New 12 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +9.1% 12 $3K
Your Advocates Ltd., LLP 0.00% New 11 $3K
Truvestments Capital LLC 0.00% No change 11 $3K
Coppell Advisory Solutions LLC 0.00% Add +233.3% 10 $3K
Washington Trust Advisors, Inc. 0.00% New 10 $3K
Berkshire Capital Holdings Inc. 0.00% No change 10 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 10 $2K
SJS Investment Consulting Inc. 0.00% Reduce -9.1% 10 $2K
Trust Co 0.00% No change 10 $2K
Beacon Capital Management, LLC 0.00% No change 10 $2K
CENTRAL TRUST Co 0.00% No change 10 $2K
WASHINGTON TRUST Co 0.00% No change 10 $2K
Parkworth Wealth Management, Inc. 0.00% — 16 $2K
Kimelman & Baird, LLC 0.00% No change 9 $2K
Evergreen Private Wealth LLC 0.00% No change 8 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 8 $2K
WealthCollab, LLC 0.00% No change 7 $2K
TFC Financial Management, Inc. 0.00% Reduce -73.1% 7 $2K
William B. Walkup & Associates, Inc. 0.00% No change 7 $2K
Millstone Evans Group, LLC 0.00% — 6 $1K
Rothschild Investment LLC 0.00% No change 6 $1K
Godsey & Gibb, Inc. 0.00% No change 6 $1K
Hurley Capital, LLC 0.00% — 5 $1K
Quest 10 Wealth Builders, Inc. 0.00% — 5 $1K
Principia Wealth Advisory, LLC 0.00% — 5 $1K
CGC Financial Services, LLC 0.00% No change 5 $1K
Continuum Advisory, LLC 0.00% No change 5 $1K
GHP Investment Advisors, Inc. 0.00% Reduce -92.3% 5 $1K
Pacer Advisors, Inc. 0.00% Reduce -16.7% 5 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 6 $1K
Horrell Capital Management, Inc. 0.00% No change 3 $1K
Winthrop Capital Management, LLC 0.00% New 5 $1K
Winnacle Wealth LLC 0.00% — 4 $781
Clear Investment Research, LLC 0.00% No change 3 $745
Denver PWM, LLC 0.00% New 3 $745
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $745
Estabrook Capital Management 0.00% No change 3 $745
PEAK6 LLC 0.00% — 3 $712
Asset Planning,Inc 0.00% — 2 $497
JDM Financial Group LLC 0.00% No change 2 $497
Global Financial Private Client, LLC 0.00% New 2 $497
Marquette Asset Management, LLC 0.00% No change 2 $497
Kohmann Bosshard Financial Services, LLC 0.00% New 2 $497
Salomon & Ludwin, LLC 0.00% No change 2 $497
Pineridge Advisors LLC 0.00% New 2 $449
Synergy Asset Management, LLC 0.00% New 2 $356
Delos Wealth Advisors, LLC 0.00% No change 1 $249
MCF Advisors LLC 0.00% No change 1 $249
Whipplewood Advisors, LLC 0.00% — 1 $248
Wood Tarver Financial Group, LLC 0.00% — 4 $0

"% 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.