Coinbase Global Inc. Class ACOIN

13F holders, Q1 2025 (March 31)
1,000holders −28
141new positions
165sold out
10famous investors
$172.17avg. 13F price*

At the end of Q1 2025, 1,000 institutions reported holding Coinbase Global Inc. Class A (COIN) in their 13F filings, down 28 from Q4 2024. 141 opened new positions and 165 sold out. The largest holders were Vanguard Group Inc. ($3.3B), BlackRock, Inc. ($2.1B) and State Street Corp. ($768.8M). 10 famous investors held it, including Cathie Wood (5.3% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions141$424.3M
Exits165$881.9M

All 13F filers, Q4 2024 → Q1 2025: 15,288,022 shares bought and 20,390,449 shares sold, net −5,102,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,000 holders

Vanguard Group Inc. 0.06% Add +4.8% 19,294,456 $3.3B
BlackRock, Inc. 0.04% Add +0.3% 12,370,919 $2.1B
State Street Corp. 0.03% Add +1.6% 4,463,710 $768.8M
Paradigm Operations LP 100.00% No change 4,128,033 $711.0M
Geode Capital Management, LLC 0.05% Add +7.1% 3,804,367 $654.4M
Morgan Stanley 0.05% Add +44.1% 3,798,999 $654.3M
ARK Investment Management 5.29% Add +1.1% 3,069,107 $528.6M
Sumitomo Mitsui Trust Group, Inc. 0.34% Reduce -2.0% 2,796,982 $481.7M
FMR LLC 0.03% Reduce -69.6% 2,361,718 $406.8M
Amova Asset Management Americas, Inc. 5.22% Reduce -3.1% 2,353,499 $405.2M
Clear Street Derivatives LLC 6.83% Reduce -10.4% 2,301,296 $396.4M
Norges Bank 0.06% Add +5.6% 2,281,611 $393.0M
National Bank of Canada 0.38% Add +361.9% 1,895,383 $326.4M
a16z Perennial Management, L.P. 34.34% Reduce -2.5% 1,599,762 $275.5M
Amundi 0.10% Add +170.2% 1,574,434 $268.9M
Jane Street Group, LLC 0.48% Reduce -76.8% 1,525,703 $262.8M
HSBC Holdings PLC 0.16% Add +1022.4% 1,398,808 $239.4M
Northern Trust Corp. 0.03% Add +0.6% 1,302,433 $224.3M
Hudson Bay Capital Management LP 1.55% Add +76.8% 1,227,973 $211.5M
Goldman Sachs Group Inc. 0.04% Reduce -21.0% 1,105,333 $190.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +8.9% 1,065,960 $183.6M
Bank of America Corp. 0.02% Add +72.2% 1,003,871 $172.9M
Legal & General Group Plc 0.05% Reduce -1.3% 991,573 $170.8M
Renaissance Technologies 0.26% New 978,300 $168.5M
Charles Schwab Investment Management Inc. 0.03% Add +1.8% 951,848 $163.9M
Natixis 0.92% Reduce -11.0% 899,761 $154.2M
JPMorgan Chase & Co. 0.01% Reduce -4.8% 863,269 $148.7M
Nomura Holdings Inc. 0.75% Add +2.0% 807,781 $139.1M
T. Rowe Price Associates Inc. 0.02% Add +2.2% 802,229 $138.2M
Deutsche Bank AG 0.05% Add +46.3% 777,823 $134.0M
Ribbit Management Company, LLC 13.03% Add +39.8% 737,600 $127.0M
Qube Research & Technologies Ltd 0.19% Reduce -44.2% 718,494 $123.7M
Bank of New York Mellon Corp 0.02% Reduce -2.8% 663,512 $114.3M
Dimensional Fund Advisors LP 0.03% Add +44.6% 590,149 $101.7M
Marshall Wace, LLP 0.13% Reduce -33.0% 541,064 $93.2M
Bank of Montreal 0.05% Add +48.6% 513,773 $88.5M
Millennium Management 0.09% Reduce -40.1% 506,265 $87.2M
Barclays PLC 0.04% Add +17.0% 500,039 $86.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.85% Reduce -4.5% 492,012 $84.5M
Nuveen, LLC 0.03% — 484,547 $83.5M
Toronto Dominion Bank 0.21% Reduce -66.4% 482,197 $83.0M
Sig Brokerage, LP 23.96% New 477,400 $82.2M
Citigroup Inc. 0.06% Add +51.5% 461,427 $79.5M
UBS Group AG 0.02% Reduce -35.9% 457,234 $78.7M
BNP Paribas Financial Markets 0.06% Add +125.4% 455,670 $78.5M
CTC LLC 12.15% Add +326.2% 439,543 $75.7M
Raymond James Financial Inc. 0.03% Reduce -7.7% 420,455 $72.4M
American Century Companies Inc. 0.04% Add +4.3% 400,644 $69.0M
Invesco Ltd. 0.01% Reduce -15.8% 375,219 $64.6M
Quadrature Capital Ltd 1.35% Add +31.9% 351,777 $60.7M
Citadel Advisors 0.06% Add +33.4% 347,758 $59.9M
Compound Planning, Inc. 2.62% Add +3.0% 333,650 $57.5M
IDG Technology Venture Investment IV, LLC 100.00% No change 332,866 $57.3M
DGS Capital Management, LLC 14.87% Reduce -0.1% 327,886 $56.5M
Ameriprise Financial Inc. 0.02% Add +21.8% 249,518 $56.3M
Clear Street LLC 1.11% New 325,000 $56.0M
Macquarie Group Ltd. 0.07% Add +2383.1% 312,200 $53.8M
California State Teachers Retirement System 0.07% Add +0.1% 306,437 $52.8M
Franklin Resources Inc. 0.02% Reduce -11.1% 305,097 $52.5M
Cullinan Associates Inc. 3.69% No change 302,725 $52.1M
Westfield Capital Management Co. LP 0.24% Reduce -0.5% 288,763 $49.7M
Walleye Trading LLC 1.39% Add +66.0% 282,804 $48.7M
National Pension Service 0.05% Add +4.6% 282,270 $48.6M
Susquehanna International Group, LLP 0.08% Reduce -71.5% 277,435 $47.8M
Wolverine Trading, LLC 1.49% Add +776.9% 269,414 $46.9M
Wellington Management Group LLP 0.01% Reduce -17.8% 270,349 $46.6M
First Trust Advisors LP 0.04% Add +62.8% 264,736 $45.6M
Tidal Investments LLC 0.38% Add +38.2% 263,883 $45.4M
Rhumbline Advisers 0.04% Reduce -1.7% 259,003 $44.6M
Ieq Capital, LLC 0.33% Add +1.0% 241,509 $41.6M
Canada Pension Plan Investment Board 0.04% Add +10.9% 235,230 $40.5M
Parcion Private Wealth LLC 3.29% Reduce -12.8% 234,105 $40.3M
California Public Employees Retirement System 0.03% Reduce -26.4% 233,964 $40.3M
Allen Investment Management, LLC 0.47% No change 232,393 $40.0M
Kemnay Advisory Services Inc. 7.53% No change 232,346 $40.0M
Contrarius Group Holdings Ltd 2.70% Add +22.8% 229,559 $39.5M
Royal Bank of Canada 0.01% Add +7.5% 217,652 $37.5M
Twin Tree Management, LP 0.80% Add +239.3% 210,182 $36.2M
LPL Financial LLC 0.01% Add +17.8% 206,665 $35.6M
Patient Capital Management, LLC 1.80% Add +0.1% 203,672 $35.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Add +20.4% 198,209 $34.1M
State Board of Administration of Florida Retirement System 0.07% Add +0.6% 197,114 $33.9M
Federated Hermes, Inc. 0.07% Add +28.9% 193,221 $33.3M
Rockefeller Capital Management L.P. 0.08% Add +7.9% 191,160 $32.9M
Voya Investment Management LLC 0.04% Reduce -5.2% 187,127 $32.2M
Mizuho Markets Americas LLC 0.68% Reduce -12.4% 183,166 $31.5M
Van Eck Associates Corp. 0.04% Add +33.9% 180,243 $31.0M
Man Group plc 0.09% Add +25.8% 176,450 $30.4M
Osaic Holdings, Inc. 0.07% Add +36.7% 175,445 $30.2M
Paragon Capital Management Ltd 6.15% No change 173,037 $29.8M
Group One Trading LLC 1.24% Reduce -1.0% 172,772 $29.8M
Banco Santander, S.A. 0.32% Reduce -9.5% 170,283 $29.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +8.1% 166,843 $28.7M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Reduce -30.7% 156,730 $27.0M
Weiss Asset Management LP 0.97% Add +201.4% 143,043 $24.6M
Trexquant Investment LP 0.28% Add +351.3% 139,924 $24.1M
Robeco Institutional Asset Management B.V. 0.05% Add +34.9% 139,812 $24.1M
Azora Capital LP 1.60% Add +610.2% 136,754 $23.6M
Aquatic Capital Management LLC 0.56% Add +64.0% 128,616 $22.2M
PEAK6 LLC 0.86% Add +4254600.0% 127,641 $22.0M
Exchange Traded Concepts, LLC 0.39% Add +39.3% 125,699 $21.6M
New York State Common Retirement Fund 0.03% Add +4.8% 119,633 $20.6M
Storebrand Asset Management As 0.07% Add +3.4% 119,146 $20.5M
Schroder Investment Management Group 0.02% Reduce -29.6% 115,367 $20.1M
Korea Investment CORP 0.05% Add +7.5% 116,425 $20.1M
TD Asset Management Inc 0.02% Reduce -3.9% 115,418 $19.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +2.4% 114,431 $19.7M
APG Asset Management N.V. 0.06% Reduce -3.3% 123,289 $19.7M
Harvest Portfolios Group Inc. 0.56% Add +2250.1% 110,574 $19.0M
State of Wisconsin Investment Board 0.05% Add +3.0% 109,521 $18.9M
Aviva PLC 0.05% Add +19.4% 108,985 $18.8M
Alliancebernstein L.P. 0.01% Add +48.0% 106,885 $18.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +15.7% 97,151 $16.7M
Jump Financial, LLC 0.25% Add +135.5% 96,079 $16.5M
Royal London Asset Management Ltd. 0.04% Add +11.7% 94,158 $16.2M
Sloy Dahl & Holst, LLC 2.83% Add +53.0% 94,091 $16.2M
ICONIQ Capital, LLC 0.29% Reduce -2.5% 93,471 $16.1M
Treasurer of the State of North Carolina 0.06% Add +4.1% 92,726 $16.0M
Wells Fargo & Company 0.00% Reduce -66.1% 90,713 $15.6M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +4.1% 89,512 $15.4M
Mariner, LLC 0.03% Add +10.7% 88,806 $15.3M
Simplex Trading, LLC 0.54% Add +13.4% 87,558 $15.1M
Two Sigma Advisers, LP 0.03% Reduce -79.7% 82,900 $14.3M
Danske Bank A/S 0.04% Reduce -13.1% 79,825 $13.7M
STRS Ohio 0.06% Reduce -7.4% 78,584 $13.5M
EULAV Asset Management 0.33% Add +32.8% 77,005 $13.3M
Tudor Investment Corporation 0.12% Add +535.9% 75,166 $12.9M
Pictet Asset Management Holding SA 0.01% Add +4.9% 74,413 $12.8M
Three Bridge Wealth Advisors, LLC 4.44% Reduce -0.3% 74,170 $12.8M
Asset Management One Co., Ltd. 0.04% Add +5.5% 73,643 $12.7M
BIT Capital GmbH 1.52% Reduce -54.5% 73,257 $12.6M
Public Employees Retirement System of Ohio 0.04% Reduce -4.4% 71,300 $12.3M
Allianz Asset Management GmbH 0.02% Add +461.3% 70,925 $12.2M
Morling Financial Advisors, LLC 4.20% Add +0.1% 70,800 $12.2M
Victory Capital Management Inc. 0.01% Reduce -4.7% 68,528 $11.8M
Cetera Investment Advisers 0.02% Add +81.1% 68,274 $11.8M
Quinn Opportunity Partners LLC 0.82% New 67,995 $11.7M
Wealthfront Advisers LLC 0.03% Reduce -0.3% 67,640 $11.6M
Handelsbanken Fonder AB 0.05% Reduce -4.3% 67,613 $11.6M
State of New Jersey Common Pension Fund D 0.05% Reduce -7.0% 66,251 $11.4M
KLP Kapitalforvaltning As 0.06% Add +0.5% 65,400 $11.3M
Cresset Asset Management, LLC 0.06% Add +5.2% 64,461 $11.1M
Stifel Financial Corp. 0.01% Add +12.0% 64,407 $11.1M
Generali Asset Management SPA SGR 0.27% Add +112.1% 63,403 $10.9M
ParaFi Capital LP 5.31% Add +72.3% 63,200 $10.9M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -7.9% 62,800 $10.8M
Teacher Retirement System of Texas 0.04% Reduce -7.3% 62,280 $10.7M
HRT Financial LP 0.07% Reduce -59.8% 62,161 $10.7M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -50.6% 61,965 $10.7M
Whittier Trust Co. 0.15% Reduce -17.0% 61,830 $10.6M
Ossiam 0.15% Add +51.5% 61,556 $10.6M
Rakuten Securities, Inc. 5.21% Add +239.6% 59,977 $10.3M
Aequim Alternative Investments LP 7.91% No change 58,800 $10.1M
Resona Asset Management Co.,Ltd. 0.06% Add +8.3% 58,629 $10.1M
Refined Wealth Management 8.14% Add +16.4% 57,808 $10.0M
Truist Financial Corp. 0.02% Add +771.2% 57,297 $9.9M
Arizona State Retirement System 0.06% Add +3.2% 57,016 $9.8M
Nomura Asset Management Co. Ltd. 0.03% Add +6.1% 56,827 $9.8M
Penserra Capital Management LLC 0.17% Add +18.6% 56,231 $9.7M
NZS Capital, LLC 0.43% Add +71.9% 55,354 $9.5M
Commonwealth Equity Services, LLC 0.01% Reduce -4.8% 54,717 $9.4M
HAP Trading, LLC 3.34% Add +197.2% 54,408 $9.4M
Cantor Fitzgerald, L. P. 0.35% Add +1252.6% 53,941 $9.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +6.0% 53,080 $9.1M
Creative Planning 0.01% Reduce -1.0% 52,991 $9.1M
Divisadero Street Capital Management, LP 1.04% New 52,521 $9.0M
Summit Trail Advisors, LLC 0.30% Reduce -9.3% 52,043 $9.0M
Clearbridge Investments, LLC 0.01% Add +0.1% 51,838 $8.9M
Envestnet Asset Management Inc. 0.00% Add +24.0% 51,447 $8.9M
DJE Kapital AG 0.26% Add +55.1% 53,758 $8.8M
KBC Group NV 0.03% Reduce -1.6% 48,812 $8.4M
Logan Capital Management Inc. 0.38% Reduce -0.7% 48,151 $8.3M
Liontrust Investment Partners LLP 0.13% Reduce -45.1% 47,990 $8.3M
Vestmark Advisory Solutions, Inc. 0.21% Reduce -26.4% 47,727 $8.2M
Janney Montgomery Scott LLC 0.02% Add +43.5% 43,236 $7.4M
Intech Investment Management LLC 0.07% Add +136.2% 41,149 $7.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Reduce -6.1% 40,200 $6.9M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +6.0% 40,054 $6.9M
Jasper Ridge Partners, L.P. 0.22% No change 39,374 $6.8M
Forsta Ap-Fonden 0.05% Reduce -2.3% 39,000 $6.7M
Blair William & Co. 0.02% Add +20.1% 38,692 $6.7M
SG Americas Securities, LLC 0.02% Add +227.9% 38,629 $6.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +23.0% 37,869 $6.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +0.8% 37,226 $6.4M
Xponance LLC 0.06% Add +3.0% 35,989 $6.2M
Kera Capital Partners, Inc. 1.84% Add +4.1% 35,875 $6.2M
Swedbank AB 0.01% Add +9.0% 35,323 $6.1M
Clough Capital Partners L P 0.75% Add +462.4% 34,618 $6.0M
Los Angeles Capital Management LLC 0.03% Add +3893.4% 34,583 $6.0M
IFM Investors Pty Ltd 0.06% Add +0.5% 34,536 $5.9M
USS Investment Management Ltd 0.04% No change 34,158 $5.9M
Squarepoint Ops LLC 0.01% Reduce -54.5% 34,169 $5.9M
DNB Asset Management AS 0.03% Reduce -0.8% 34,028 $5.9M
Utah Retirement Systems 0.07% Add +7.8% 33,571 $5.8M
Private Advisor Group, LLC 0.03% Add +78.9% 33,308 $5.7M
QRG Capital Management, Inc. 0.06% Add +2.5% 33,287 $5.7M
Andra AP-fonden 0.09% New 33,000 $5.7M
Mediolanum International Funds Ltd 0.08% Add +226.5% 32,336 $5.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +18.7% 32,549 $5.6M
Beacon Harbor Wealth Advisors, Inc. 1.28% New 31,928 $5.5M
Comerica Bank 0.02% Add +32.3% 31,088 $5.4M
Varma Mutual Pension Insurance Co 0.05% Reduce -10.7% 31,000 $5.3M
Leonteq Securities AG 0.40% Add +34.2% 30,482 $5.2M
Aberdeen Group plc 0.01% Add +2.3% 29,825 $5.1M
Capula Management Ltd 0.04% Add +602.3% 29,691 $5.1M
Police & Firemen's Retirement System of New Jersey 0.05% No change 29,476 $5.1M
Jain Global LLC 0.10% Reduce -18.1% 29,381 $5.1M
AXA S.A. 0.02% Add +92.5% 29,251 $5.0M
Cibc World Market Inc. 0.01% Add +45.1% 29,054 $5.0M
Edgestream Partners, L.P. 0.17% Add +50.0% 28,905 $5.0M
Fred Alger Management, LLC 0.03% Reduce -67.1% 28,692 $4.9M
Swiss Life Asset Management Ltd 0.04% Add +147.8% 28,605 $4.9M
SBI Securities Co., Ltd. 0.16% Add +2.7% 28,173 $4.9M
Acadian Asset Management LLC 0.01% New 28,015 $4.8M
Brevan Howard Capital Management LP 0.14% Reduce -70.2% 28,351 $4.8M
Pathstone Holdings, LLC 0.02% Add +4.3% 26,470 $4.6M
DekaBank Deutsche Girozentrale 0.01% Add +11.3% 27,094 $4.5M
Public Employees Retirement Association of Colorado 0.02% Add +0.1% 26,100 $4.5M
Vident Advisory, LLC 0.06% Reduce -29.8% 25,575 $4.4M
Vontobel Holding Ltd. 0.02% Add +45.1% 25,065 $4.3M
Capstone Investment Advisors, LLC 0.05% New 25,000 $4.3M
Engineers Gate Manager LP 0.07% Add +407.8% 24,911 $4.3M
Ninety One SA (Pty) Ltd 0.79% No change 25,488 $4.3M
Optiver Holding B.V. 0.16% New 24,726 $4.3M
Galaxy Digital Capital Management GP LLC 6.30% Add +20.6% 23,938 $4.1M
Stratos Wealth Partners, LTD. 0.06% Add +37.1% 23,645 $4.1M
Nissay Asset Management Corp. /Japan 0.03% Add +2.3% 23,503 $4.0M
Sei Investments Co. 0.01% Add +12.0% 23,456 $4.0M
Nisa Investment Advisors, LLC 0.02% Add +1.0% 23,355 $4.0M
Gotham Asset Management 0.03% Add +1185.9% 23,120 $4.0M
GTS Securities LLC 0.17% New 23,061 $4.0M
Kestra Advisory Services, LLC 0.02% Add +31.5% 22,318 $3.8M
HighTower Advisors, LLC 0.01% Reduce -34.4% 22,239 $3.8M
Candriam S.C.A. 0.02% Add +70.8% 21,528 $3.7M
Lord, Abbett & Co. LLC 0.01% Add +5.9% 21,242 $3.7M
Sage Rhino Capital LLC 0.84% Add +0.1% 21,065 $3.6M
Russell Investments Group, Ltd. 0.01% Reduce -19.5% 20,856 $3.6M
Kestra Private Wealth Services, LLC 0.06% Add +12.3% 20,827 $3.6M
Sterling Capital Management LLC 0.06% Reduce -16.8% 20,757 $3.6M
OP Asset Management Ltd 0.06% — 20,625 $3.6M
Dark Forest Capital Management LP 0.16% Add +16.2% 20,597 $3.5M
Janus Henderson Group PLC 0.00% Add +16.0% 20,305 $3.5M
MML Investors Services, LLC 0.01% Add +39.1% 20,388 $3.5M
AQR Capital Management 0.00% Reduce -65.0% 20,369 $3.4M
Credit Agricole S A 0.01% Add +66.6% 19,448 $3.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +7.1% 19,406 $3.3M
Quantinno Capital Management LP 0.02% Add +121.1% 19,148 $3.3M
Keebeck Wealth Management 0.49% Add +8.4% 19,129 $3.3M
Catalyst Funds Management Pty Ltd 0.86% No change 19,100 $3.3M
LMR Partners LLP 0.09% Add +848.9% 18,977 $3.3M
Zacks Investment Management 0.03% Add +29.9% 18,900 $3.3M
AMF Tjanstepension AB 0.02% No change 18,681 $3.2M
Vanguard Personalized Indexing Management, LLC 0.05% Add +9.1% 18,344 $3.2M
Landscape Capital Management, L.L.C. 0.28% New 18,238 $3.1M
Johnson Investment Counsel Inc. 0.03% No change 18,169 $3.1M
Clarity Capital Partners LLC 1.24% Add +5.8% 17,814 $3.1M
Capital Fund Management S.A. 0.04% Reduce -95.3% 17,703 $3.0M
Avanza Fonder AB 0.10% Reduce -0.7% 16,664 $3.0M
Gilder Gagnon Howe & Co. LLC 0.04% Reduce -4.9% 17,450 $3.0M
Caprock Group, LLC 0.09% Add +0.3% 17,216 $3.0M
Schonfeld Strategic Advisors LLC 0.02% Reduce -27.3% 17,157 $3.0M
Neuberger Berman Group LLC 0.00% Reduce -89.0% 16,840 $2.9M
J. Safra Sarasin Holding AG 0.05% Reduce -6.2% 16,781 $2.9M
Oppenheimer & Co. Inc. 0.04% Add +60.7% 16,724 $2.9M
Garda Capital Partners LP 1.61% New 16,669 $2.9M
Readystate Asset Management LP 0.26% New 16,639 $2.9M
Daiwa Securities Group Inc. 0.01% Add +4.3% 16,386 $2.8M
Elequin Capital, LP 0.74% Add +11481.6% 16,330 $2.8M
Cerity Partners LLC 0.01% Add +14.7% 16,292 $2.8M
Ensign Peak Advisors, Inc 0.01% Reduce -58.6% 16,245 $2.8M
Foundations Investment Advisors, LLC 0.05% Add +17.9% 16,054 $2.8M
Virtu Financial LLC 0.15% Add +15.0% 15,555 $2.7M
Collar Capital Management, LLC 2.37% Add +1.6% 15,148 $2.6M
Atria Wealth Solutions, Inc. 0.03% Add +13.6% 15,146 $2.6M
Steward Partners Investment Advisory, LLC 0.02% Reduce -4.1% 14,769 $2.5M
D.A. Davidson & Co. 0.02% Add +79.6% 14,757 $2.5M
Mercer Global Advisors Inc. 0.01% Reduce -12.7% 14,675 $2.5M
Nordea Investment Management AB 0.00% Add +0.7% 15,035 $2.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.29% Add +57.5% 14,442 $2.5M
B. Metzler seel. Sohn & Co. AG 0.03% Add +30.5% 14,156 $2.4M
Vienna Asset Management LLC 1.90% Add +529.9% 13,972 $2.4M
Debussy Capital Management LP 0.38% Add +0.1% 13,859 $2.4M
Kentucky Retirement Systems 0.07% New 13,832 $2.4M
Newlands Management Operations LLC 0.02% No change 13,757 $2.4M
Amalgamated Bank 0.02% Add +4.8% 13,747 $2.4M
Marathon Trading Investment Management LLC 1.27% Add +82.1% 13,676 $2.4M
D. E. Shaw & Co. 0.00% Reduce -11.7% 13,600 $2.3M
Dymon Asia Capital (singapore) Pte. LTD. 1.86% New 13,588 $2.3M
FengHe Fund Management Pte. Ltd. 0.87% New 13,500 $2.3M
Fiduciary Alliance LLC 0.23% Add +17.6% 13,467 $2.3M
Flputnam Investment Management Co. 0.04% Add +8.4% 13,343 $2.3M
Himension Capital (singapore) Pte. LTD. 0.20% New 13,315 $2.3M
Strategic Planning Group, LLC 0.45% Add +12.4% 13,297 $2.3M
Principal Financial Group Inc. 0.00% Reduce -18.4% 13,024 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.3% 12,852 $2.2M
Optas, LLC 0.38% Add +1.3% 12,796 $2.2M
Walter & Keenan Wealth Management LLC /in/ 0.66% Add +0.2% 12,708 $2.2M
NewEdge Advisors, LLC 0.01% Add +37.6% 12,683 $2.2M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +19.0% 12,645 $2.2M
Edmond DE Rothschild Holding S.A. 0.04% Add +91.2% 12,613 $2.2M
Sepio Capital, LP 0.17% Add +9.4% 12,557 $2.2M
Silvant Capital Management LLC 0.10% Add +115.3% 12,527 $2.2M
Lindbrook Capital, LLC 0.20% Reduce -49.7% 12,512 $2.2M
Maven Securities LTD 0.47% New 12,400 $2.1M
United Capital Management of KS, Inc. 0.44% Add +4.5% 12,386 $2.1M
Mackenzie Financial Corp. 0.00% Add +20.6% 12,065 $2.1M
Balyasny Asset Management L.P. 0.01% New 11,987 $2.1M
LexAurum Advisors, LLC 0.40% Add +9.1% 11,971 $2.1M
Marex Group Ltd 0.04% Add +77.8% 11,928 $2.1M
Prelude Capital Management, LLC 0.20% Add +376.8% 11,795 $2.0M
WCG Wealth Advisors LLC 0.15% Reduce -1.2% 11,791 $2.0M
Chokshi & Queen Wealth Advisors, Inc 1.33% Add +420.6% 11,635 $2.0M
Joel Isaacson & Co., LLC 0.09% Add +103.9% 11,528 $2.0M
Manufacturers Life Insurance Company, The 0.00% Add +2.8% 11,405 $2.0M
Baird Financial Group, Inc. 0.00% Add +24.0% 11,354 $2.0M
Fiduciary Financial Group, LLC 0.42% Add +0.0% 11,396 $1.9M
ASR Vermogensbeheer N.V. 0.03% — 11,220 $1.9M
Sanctuary Advisors, LLC 0.01% Add +11.7% 11,153 $1.9M
MetLife Investment Management, LLC 0.01% Reduce -0.1% 11,051 $1.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +58.2% 11,019 $1.9M
AG2R La Mondiale Gestion D'actifs 0.10% — 7,662 $1.9M
Benjamin Edwards Inc. 0.03% Reduce -9.7% 10,874 $1.9M
Stenham Asset Management Ltd 0.76% — 10,810 $1.9M
Caas Capital Management LP 0.88% New 10,800 $1.9M
Cache Advisors, LLC 0.71% Add +69.0% 10,797 $1.9M
Bank of Nova Scotia 0.00% Add +6.8% 10,778 $1.9M
SRN Advisors, LLC 2.08% Add +78.8% 10,750 $1.9M
Grace & Mercy Foundation, Inc. 0.46% No change 10,719 $1.8M
Ethic Inc. 0.04% Reduce -7.3% 10,476 $1.8M
Vestcor Inc 0.06% Add +0.1% 10,589 $1.8M
Aware Super Pty Ltd as trustee of Aware Super 0.03% No change 10,586 $1.8M
Y-Intercept (Hong Kong) Ltd 0.12% Reduce -48.3% 10,547 $1.8M
KMG Fiduciary Partners, LLC 0.15% New 10,469 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Reduce -12.3% 10,392 $1.8M
Commerce Bank 0.01% Reduce -0.4% 10,361 $1.8M
Simplicity Wealth,LLC 0.14% Add +383.9% 10,335 $1.8M
Claar Advisors LLC 0.59% New 10,134 $1.7M
Abn Amro Investment Solutions 0.04% Add +17.7% 10,052 $1.7M
Corient Private Wealth LP 0.00% Reduce -1.0% 9,943 $1.7M
Advisory Services Network, LLC 0.03% Add +6.3% 9,852 $1.7M
Verdence Capital Advisors LLC 0.13% Add +25.6% 9,725 $1.7M
Soltis Investment Advisors LLC 0.15% Add +65.6% 9,512 $1.6M
Maryland State Retirement & Pension System 0.04% Reduce -13.3% 9,471 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +3.9% 9,468 $1.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 9,400 $1.6M
Robertson Stephens Wealth Management, LLC 0.06% Add +350.8% 9,111 $1.6M
Royal Fund Management, LLC 0.18% New 9,003 $1.6M
Richard W. Paul & Associates, LLC 0.60% Reduce -3.0% 8,869 $1.5M
Cibc World Markets Corp. 0.01% Reduce -67.7% 8,858 $1.5M
Pinegrove Venture Partners, LLC 4.49% No change 8,832 $1.5M
Arete Wealth Advisors, LLC 0.11% Add +38.8% 8,670 $1.5M
Empowered Funds, LLC 0.02% Add +25.8% 8,581 $1.5M
Prudential Financial Inc. 0.00% Add +62.8% 8,503 $1.5M
CIBC Asset Management Inc 0.00% Add +6.4% 8,490 $1.5M
M&T Bank Corp 0.01% Reduce -4.0% 8,408 $1.4M
Vinva Investment Management Ltd 0.06% Add +268.2% 8,229 $1.4M
Windle Wealth, LLC 0.73% Add +5.1% 8,268 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Add +23.3% 8,248 $1.4M
Resolute Advisors LLC 0.41% Reduce -15.4% 8,230 $1.4M
Assetmark, Inc. 0.00% Add +124.8% 8,220 $1.4M
CMT Capital Markets Trading GmbH 0.58% New 8,195 $1.4M
Ground Swell Capital, LLC 3.28% Add +556.0% 8,089 $1.4M
Perigon Wealth Management, LLC 0.04% Add +3.9% 8,065 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -19.8% 8,040 $1.4M
Orion Portfolio Solutions, LLC 0.01% Reduce -19.8% 8,040 $1.4M
IHT Wealth Management, LLC 0.04% Add +9.4% 8,030 $1.4M
Rede Wealth, LLC 0.49% Add +0.6% 8,027 $1.4M
Independent Advisor Alliance 0.05% Add +6.9% 8,004 $1.4M
Great Valley Advisor Group, Inc. 0.03% Add +190.0% 7,856 $1.4M
EFG Asset Management (North America) Corp. 0.22% Add +29.9% 7,851 $1.4M
HighPoint Advisor Group LLC 0.08% Add +163.7% 6,559 $1.4M
Hel Ved Capital Management Ltd 0.68% Reduce -60.8% 7,822 $1.3M
Verition Fund Management LLC 0.01% Reduce -57.0% 7,742 $1.3M
Headlands Technologies LLC 0.15% New 7,513 $1.3M
US Bancorp \de 0.00% Reduce -7.8% 7,387 $1.3M
Ninepoint Partners LP 0.22% Reduce -30.5% 7,370 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -15.9% 7,226 $1.3M
Bridgewater Advisors Inc. 0.11% New 6,096 $1.3M
Arbor Capital Management Inc. 1.22% Add +17.7% 7,131 $1.3M
Aletheian Wealth Advisors LLC 0.70% Reduce -0.6% 7,235 $1.2M
Freestone Capital Holdings, LLC 0.05% Reduce -8.6% 7,228 $1.2M
Avantax Advisory Services, Inc. 0.01% Add +110.2% 7,211 $1.2M
Burford Brothers, Inc. 0.60% Add +1.2% 7,175 $1.2M
Fortis Group Advisors, LLC 0.24% Reduce -14.4% 7,165 $1.2M
Tower Research Capital LLC (TRC) 0.04% Add +112.6% 7,035 $1.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% New 6,423 $1.2M
Rathbones Group PLC 0.01% Add +5.9% 6,987 $1.2M
Grant Private Wealth Management Inc 1.29% Reduce -2.3% 6,929 $1.2M
Interval Partners, LP 0.04% New 6,918 $1.2M
Plato Investment Management Ltd 0.10% Add +119.6% 6,835 $1.2M
Nilsine Partners, LLC 0.13% Reduce -0.2% 6,897 $1.2M
Baader Bank Aktiengesellschaft 0.12% Reduce -24.6% 6,943 $1.2M
Cynosure Group, LLC 0.16% No change 6,846 $1.2M
Brighton Jones LLC 0.04% Add +2.3% 6,827 $1.2M
Townsquare Capital LLC 0.01% Add +28.0% 6,792 $1.2M
Daiichi Life Insurance Co., Ltd. 0.03% No change 6,738 $1.2M
Hancock Whitney Corp. 0.04% Add +30.4% 6,725 $1.2M
Walleye Capital LLC 0.01% Add +16.1% 6,714 $1.2M
Hennessy Advisors Inc. 0.04% Add +21.8% 6,700 $1.2M
Stablepoint Partners, LLC 0.21% Reduce -30.1% 6,633 $1.1M
Global Assets Advisory, LLC 0.21% New 6,742 $1.1M
Cwm, LLC 0.00% Add +14.1% 6,439 $1.1M
Realta Investment Advisors 0.50% Reduce -5.0% 6,352 $1.1M
Bryce Point Capital, LLC 0.82% Add +195.5% 5,605 $1.1M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.2% 6,226 $1.1M
Signature Estate & Investment Advisors LLC 0.03% Add +1.1% 6,215 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +34.2% 6,214 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -59.9% 6,049 $1.0M
Independent Financial Group, LLC 0.04% Add +40.2% 5,999 $1.0M
Intellectus Partners, LLC 0.25% Add +24.2% 5,905 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% New 5,892 $1.0M
GenTrust, LLC 0.05% New 5,879 $1.0M
IFP Advisors, Inc 0.03% Reduce -18.5% 5,773 $995K
Brown Advisory Inc. 0.00% Reduce -4.6% 5,772 $994K
Investment Management Corp of Ontario 0.02% Reduce -51.2% 5,531 $953K
Gerber, LLC 0.79% No change 5,517 $950K
CAP Partners, LLC 0.69% Add +45.8% 5,491 $946K
CV Advisors LLC 0.33% Reduce -23.5% 5,426 $935K
Rakuten Investment Management, Inc. 0.00% — 5,371 $934K
Syquant Capital Sas 0.66% New 5,398 $930K
AlTi Global, Inc. 0.02% Reduce -70.2% 5,385 $927K
Two Sigma Securities, LLC 0.14% New 5,327 $917K
Oak Thistle LLC 0.18% Add +2.5% 5,309 $914K
SteelPeak Wealth, LLC 0.04% Add +152.3% 5,266 $907K
Parallel Advisors, LLC 0.02% Add +70.2% 5,263 $906K
Focus Partners Wealth 0.00% Add +7.5% 5,202 $896K
Fulton Bank, N.A. 0.04% Reduce -6.1% 5,175 $891K
Brown Wealth Management, LLC 0.31% Add +470.2% 5,166 $890K
Boyd Watterson Asset Management LLC 0.29% New 5,158 $888K
Beacon Investment Advisors LLC 0.42% No change 5,111 $880K
Galaxy Digital Capital Management LP 8.61% — 5,155 $880K
Allstate Corp. 0.03% Reduce -10.8% 5,103 $879K
Aragon Global Management, LP 0.33% New 5,055 $871K
Bridgewater Associates 0.00% No change 5,049 $870K
Castle Rock Wealth Management, LLC 0.23% New 4,963 $861K
Metis Global Partners, LLC 0.02% Add +22.7% 4,987 $859K
J.W. Cole Advisors, Inc. 0.03% Add +49.6% 4,923 $848K
World Investment Advisors 0.02% Add +445.8% 4,912 $846K
Hunting Hill Global Capital, LLC 1.07% No change 4,904 $845K
Greenland Capital Management LP 0.15% Add +347.6% 4,901 $844K
Gladstone Capital Management LLP 0.09% New 4,900 $844K
Transcend Capital Advisors, LLC 0.06% Add +4.6% 4,883 $841K
Sherbrooke Park Advisers LLC 0.39% Add +135.1% 4,871 $839K
Mutual Advisors, LLC 0.02% Add +35.3% 3,893 $816K
Covenant Asset Management, LLC 0.20% Add +1.8% 4,713 $812K
Illinois Municipal Retirement Fund 0.01% No change 4,682 $806K
EP Wealth Advisors, LLC 0.01% Add +1.4% 4,588 $790K
Cary Street Partners Financial LLC 0.02% New 4,545 $783K
United Capital Financial Advisors, LLC 0.01% Add +6.1% 4,541 $782K
Pier 88 Investment Partners LLC 0.94% Add +7.8% 4,540 $782K
Cim Investment Management Inc. 0.18% Reduce -0.1% 4,507 $776K
Choreo, LLC 0.01% Add +0.0% 4,456 $767K
Axxcess Wealth Management, LLC 0.02% Add +141.7% 4,440 $765K
Emory University 3.47% Add +0.8% 4,410 $760K
Entropy Technologies, LP 0.07% New 4,404 $759K
CTC Alternative Strategies, Ltd. 0.91% Add +15.6% 4,320 $744K
Wolf Group Capital Advisors 0.25% New 4,263 $734K
Impact Partnership Wealth, LLC 0.16% Add +118.7% 4,248 $732K
Planning Directions Inc. 0.31% Add +3.4% 4,193 $722K
Captrust Financial Advisors 0.00% Reduce -5.9% 4,068 $701K
Koss-Olinger Consulting, LLC 0.06% New 4,064 $700K
Scientech Research LLC 0.18% Reduce -35.0% 4,027 $694K
Cottage Street Advisors LLC 0.35% Add +13.9% 4,013 $691K
Massar Capital Management, LP 0.83% New 4,000 $689K
1776 Wealth LLC 0.31% No change 3,977 $685K
Bokf, NA 0.01% Add +0.2% 3,975 $685K
Prime Capital Investment Advisors, LLC 0.01% Add +154.3% 3,965 $683K
Valeo Financial Advisors, LLC 0.02% Add +76.0% 3,958 $682K
Spire Wealth Management 0.02% Reduce -0.4% 3,944 $679K
Elite Wealth Management, Inc. 0.19% New 3,930 $677K
Beacon Pointe Advisors, LLC 0.01% Reduce -37.1% 3,896 $671K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.31% New 3,860 $665K
XTX Topco Ltd 0.03% Reduce -15.3% 3,849 $663K
Sequoia Financial Advisors, LLC 0.01% Reduce -9.9% 3,817 $657K
CW Advisors, LLC 0.01% New 3,618 $638K
Laurion Capital Management LP 0.05% Add +10.1% 3,700 $637K
UniSuper Management Pty Ltd 0.00% No change 3,700 $637K
GFS Advisors, LLC 0.13% New 3,700 $637K
B. Riley Wealth Advisors, Inc. 0.02% Add +12.4% 3,669 $632K
Lido Advisors, LLC 0.00% Add +28.9% 3,666 $632K
AdvisorNet Financial, Inc 0.05% Add +5.5% 3,661 $631K
Assenagon Asset Management S.A. 0.00% Reduce -16.3% 3,654 $629K
Versor Investments LP 0.10% New 3,600 $620K
Park Avenue Securities LLC 0.01% Add +8.5% 3,599 $620K
SLT Holdings LLC 0.61% Add +10.5% 3,584 $617K
Equitable Holdings, Inc. 0.01% Add +65.8% 3,574 $616K
Diversified Trust Co. 0.02% Add +60.5% 3,571 $615K
SVB Wealth LLC 0.03% Reduce -0.9% 3,568 $615K
Gladstone Institutional Advisory LLC 0.03% Add +0.8% 3,565 $614K
Fox Run Management, L.L.C. 0.10% New 3,561 $613K
Compass Ion Advisors, LLC 0.07% Reduce -8.2% 3,545 $611K
Sphera Management Technology Funds Ltd 0.48% Add +75.0% 3,500 $603K
Westwood Holdings Group Inc. 0.00% New 3,496 $602K
Wedbush Securities Inc. 0.02% Add +14.9% 3,486 $600K
KG Capital Management 0.19% New 3,446 $594K
Aspen Grove Capital, LLC 0.11% Reduce -0.3% 3,399 $585K
Ballentine Partners, LLC 0.01% Reduce -1.9% 3,398 $585K
Investment House LLC 0.03% New 3,379 $582K
Wealthcare Advisory Partners LLC 0.02% Add +87.0% 3,355 $578K
Savvy Advisors, Inc. 0.06% Add +51.8% 3,351 $577K
Harbour Investments, Inc. 0.02% Add +5.6% 3,343 $576K
Inscription Capital, LLC 0.09% — 2,159 $572K
Staley Capital Advisers Inc. 0.03% No change 3,300 $568K
Encompass More Asset Management 0.17% New 3,292 $567K
Insigneo Advisory Services, LLC 0.06% Add +28.2% 3,290 $567K
Meeder Advisory Services, Inc. 0.03% Add +17.2% 3,280 $565K
Praxis Investment Management Inc. 0.04% Reduce -32.9% 3,260 $561K
Corebridge Financial, Inc. 0.00% Reduce -3.7% 3,240 $558K
SummitTX Capital, L.P. 0.02% — 3,239 $558K
Signaturefd, LLC 0.01% Reduce -8.2% 3,237 $558K
Atlantic Private Wealth, LLC 0.41% No change 3,229 $556K
Whittier Trust Co. of Nevada Inc. 0.01% Add +90.6% 3,225 $555K
Wedmont Private Capital 0.03% Add +78.8% 3,158 $554K
New York Life Investment Management LLC 0.01% Reduce -6.9% 3,177 $547K
Blueshift Asset Management, LLC 0.21% Reduce -56.8% 3,134 $540K
Cadent Capital Advisors, LLC 0.20% Add +13.4% 3,132 $539K
BluePointe Capital Management, LLC 0.21% Add +21.5% 3,129 $539K
Boothbay Fund Management, LLC 0.02% Add +191.2% 3,124 $538K
Activest Wealth Management 0.14% No change 3,112 $536K
DAVENPORT & Co LLC 0.00% Add +6.6% 3,083 $531K
Interchange Capital Partners, LLC 0.15% Add +5.4% 3,045 $524K
Magnetar Financial LLC 0.01% Reduce -85.5% 3,038 $523K
NewEdge Wealth, LLC 0.01% Add +2.2% 3,019 $520K
Cura Wealth Advisors, LLC 0.21% Reduce -16.7% 3,000 $517K
MYDA Advisors LLC 0.18% New 3,000 $517K
Gsa Capital Partners LLP 0.05% Reduce -76.2% 2,977 $513K
Ascentis Independent Advisors 0.10% Add +3.4% 2,959 $510K
Moneta Group Investment Advisors LLC 0.01% Reduce -5.5% 2,951 $508K
&partners 0.01% Add +24.9% 2,918 $508K
Qsemble Capital Management, LP 0.05% Add +136.2% 2,934 $505K
Pinnacle Financial Partners Inc 0.01% New 2,894 $498K
Citizens Financial Group Inc. 0.01% New 2,883 $497K
Vishria Bird Financial Group, LLC 0.17% No change 2,882 $496K
X-Square Capital, LLC 0.21% Reduce -6.4% 2,872 $495K
Allworth Financial LP 0.00% Add +6.5% 2,413 $492K
Regal Investment Advisors LLC 0.04% Add +172.7% 2,825 $487K
Quantessence Capital LLC 0.12% Add +197.1% 2,822 $486K
Itau Unibanco Holding S.A. 0.02% Reduce -3.1% 2,800 $482K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.4% 2,776 $478K
Evercore Wealth Management, LLC 0.01% Reduce -2.5% 2,700 $465K
Prudential PLC 0.00% No change 2,658 $458K
Connective Capital Management, LLC 0.42% Reduce -29.4% 2,645 $456K
SCS Capital Management LLC 0.01% New 2,637 $454K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 2,630 $453K
AXS Investments LLC 0.13% Reduce -5.1% 2,624 $452K
Pallas Capital Advisors LLC 0.02% Reduce -0.1% 2,621 $451K
Yousif Capital Management, LLC 0.01% Add +2.2% 2,615 $450K
Smith Anglin Financial, LLC 0.05% Add +12.4% 2,597 $447K
CIBC Private Wealth Group LLC 0.00% Reduce -46.7% 2,937 $445K
Arkadios Wealth Advisors 0.02% Add +55.0% 2,565 $442K
C M Bidwell & Associates Ltd. 0.26% Add +138.8% 2,539 $437K
Raiffeisen Bank International AG 0.01% Add +8.6% 2,516 $437K
Jefferies Financial Group Inc. 0.01% Reduce -48.2% 2,518 $434K
Driehaus Capital Management LLC 0.00% New 2,517 $434K
Nvwm, LLC 0.12% Add +0.3% 2,516 $433K
Banque Cantonale Vaudoise 0.02% — 2,514 $433K
Clare Market Investments LLC 0.11% Reduce -10.6% 2,507 $432K
Wilmar Advisors LLC 0.45% No change 2,500 $431K
Tru Independence Asset Management 2, LLC 0.32% Add +2.7% 2,493 $429K
OneDigital Investment Advisors LLC 0.01% Add +47.0% 2,488 $429K
Surience Private Wealth LLC 0.75% Reduce -27.1% 2,485 $428K
Machina Capital S.A.S. 0.13% New 2,482 $427K
MAI Capital Management 0.00% Add +11.9% 2,474 $426K
Rwa Wealth Partners, LLC 0.01% Reduce -1.8% 2,463 $424K
Wealthedge Investment Advisors, LLC 0.19% New 2,452 $422K
HUB Investment Partners, LLC 0.02% Add +3.4% 2,431 $419K
Simon Quick Advisors, LLC 0.02% Add +13.2% 2,402 $414K
PFG Investments, LLC 0.03% Add +31.1% 2,396 $413K
Accurate Wealth Management, LLC 0.08% Add +0.6% 2,352 $413K
Keystone Financial Group 0.04% Reduce -14.4% 2,391 $412K
Elevation Point Wealth Partners, LLC 0.03% Add +71.1% 2,358 $406K
AlphaQ Advisors LLC 0.96% Add +3.6% 2,333 $402K
Dimension Capital Management LLC 0.07% Reduce -5.1% 2,313 $398K
Net Worth Advisory Group 0.12% New 2,286 $394K
Brookstone Capital Management 0.01% Add +0.1% 2,279 $393K
Perennial Investment Advisors, LLC 0.04% Add +7.6% 2,239 $386K
Siemens Fonds Invest GmbH 0.03% Add +8.2% 2,234 $385K
HB Wealth Management, LLC 0.00% Add +43.0% 2,203 $379K
Twin Peaks Wealth Advisors, LLC 0.17% Reduce -1.1% 2,155 $378K
Prospera Financial Services Inc 0.01% Reduce -0.1% 2,185 $376K
Savant Capital, LLC 0.00% Reduce -8.7% 2,174 $374K
CreativeOne Wealth, LLC 0.01% Add +3.1% 2,169 $374K
Palisade Capital Management, LP 0.01% Add +87.0% 2,150 $370K
MSH Capital Advisors LLC 0.11% Reduce -9.8% 2,137 $368K
Integrated Wealth Concepts LLC 0.00% Add +24.2% 2,119 $365K
Cannon Global Investment Management, LLC 1.00% New 2,100 $362K
Oak Ridge Investments LLC 0.03% New 2,086 $359K
Kingswood Wealth Advisors, LLC 0.03% Add +77.9% 2,078 $358K
Sage Advisors, LLC 0.25% New 2,078 $358K
Main Street Financial Solutions, LLC 0.03% Reduce -18.0% 2,075 $357K
Coldstream Capital Management Inc. 0.01% Add +11.2% 2,057 $354K
Flagship Harbor Advisors, LLC 0.02% Add +1.1% 2,051 $353K
Archford Capital Strategies, LLC 0.05% New 2,050 $353K
Convergence Financial, LLC 0.07% Add +0.6% 2,050 $353K
Cigna Investments Inc. 0.07% Reduce -0.9% 2,047 $352K
Mount Lucas Management LP 0.17% New 2,040 $351K
Belpointe Asset Management LLC 0.02% Add +78.8% 2,031 $350K
Mach-1 Financial Group, LLC 0.10% New 2,020 $348K
Pacific Point Advisors, LLC 0.19% New 2,000 $344K
Jacobi Capital Management LLC 0.03% Add +14.0% 1,976 $340K
IPG Investment Advisors LLC 0.08% Reduce -12.8% 1,972 $340K
Merit Financial Group, LLC 0.01% Add +50.1% 1,949 $336K
Fieldview Capital Management, LLC 0.05% Add +39.2% 1,943 $335K
Fisher Asset Management 0.00% New 1,937 $334K
StoneX Group Inc. 0.02% New 1,936 $333K
Bayforest Capital Ltd 0.14% Add +1745.6% 1,901 $327K
Alps Advisors Inc. 0.00% New 1,900 $327K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% New 1,881 $327K
Forum Financial Management, LP 0.01% Reduce -9.3% 1,893 $326K
KCM Investment Advisors LLC 0.01% Reduce -7.3% 1,890 $326K
Counterpoint Mutual Funds LLC 0.05% New 1,866 $321K
Partners Capital Investment Group, LLP 0.01% New 1,858 $320K
Callan Family Office, LLC 0.02% Add +4.3% 1,830 $315K
Intrinsic Edge Capital Management LLC 0.07% Reduce -35.5% 1,818 $313K
Crossmark Global Holdings, Inc. 0.01% Add +29.1% 1,813 $312K
Scotia Capital Inc. 0.00% New 1,806 $311K
Oddo BHF Asset Management Sas 0.01% Add +350.0% 1,800 $310K
Meitav Investment House Ltd. 0.01% Add +50.0% 1,800 $310K
Snowden Capital Advisors LLC 0.01% Add +1.3% 1,794 $309K
Inspire Investing, LLC 0.04% Add +71.4% 1,789 $308K
Harvest Fund Management Co., Ltd 0.02% No change 1,787 $308K
Mgo One Seven LLC 0.01% New 1,785 $307K
Emerald Advisers, LLC 0.01% Add +33.3% 1,782 $307K
Accuvest Global Advisors 0.26% New 1,775 $306K
Optimize Financial Inc. 0.12% Reduce -21.2% 1,772 $305K
Composition Wealth, LLC 0.01% Add +21.7% 1,765 $304K
2UniFi Bank 0.19% No change 1,395 $301K
Kingsview Wealth Management, LLC 0.01% Reduce -11.0% 1,718 $296K
Westshore Wealth, LLC 0.12% No change 1,704 $293K
Requisite Capital Management, LLC 0.07% No change 1,700 $293K
Focus Financial Network, Inc. 0.01% Reduce -12.4% 1,698 $292K
Jeppson Wealth Management, LLC 0.11% Add +17.9% 1,697 $292K
Hilltop Holdings Inc. 0.02% Add +7.6% 1,695 $292K
Sovran Advisors, LLC 0.04% Add +29.8% 1,653 $289K
Proficio Capital Partners LLC 0.02% Reduce -0.4% 1,679 $289K
Mayflower Financial Advisors, LLC 0.04% New 1,679 $289K
Alpine Global Management, LLC 0.09% Reduce -35.4% 1,664 $287K
Titleist Asset Management, LLC 0.03% New 1,659 $286K
Tamar Securities, LLC 0.04% Add +31.6% 1,656 $285K
Keystone Wealth Services, LLC 0.08% Reduce -9.3% 1,626 $280K
Doliver Advisors, LP 0.08% New 1,623 $280K
RMR Wealth Builders 0.03% Add +12.2% 1,619 $279K
Ionic Capital Management LLC 0.51% Reduce -15.8% 1,600 $276K
Berger Financial Group, Inc 0.02% Reduce -1.7% 1,598 $275K
Greenleaf Trust 0.00% Add +4.7% 1,596 $275K
Western Wealth Management, LLC 0.02% Add +13.2% 1,574 $271K
Frank, Rimerman Advisors LLC 0.02% Add +2.4% 1,566 $270K
Dorsey & Whitney Trust CO LLC 0.02% New 1,557 $268K
Pinebridge Investments, L.P. 0.00% No change 1,556 $268K
Innovative Advisory Group, LLC 0.25% Add +12.8% 1,554 $268K
Guggenheim Capital LLC 0.00% Add +80.6% 1,548 $267K
Centiva Capital, LP 0.02% New 1,546 $266K
Phoenix Financial Ltd. 0.00% Reduce -65.2% 1,532 $265K
Ritholtz Wealth Management 0.01% Add +3.0% 1,533 $264K
NFSG Corp 0.06% Add +142.6% 1,531 $264K
Formidable Asset Management, LLC 0.04% Add +14.3% 1,521 $262K
Elyxium Wealth, LLC 0.12% Reduce -24.1% 1,518 $261K
Capital Advisors Wealth Management, LLC 0.05% Add +3.1% 1,515 $261K
Sara-Bay Financial 0.12% Add +66.7% 1,500 $261K
Quadrant Private Wealth Management, LLC 0.06% New 1,508 $260K
Laidlaw Wealth Management LLC 0.77% Reduce -5.2% 1,503 $259K
DeDora Capital, Inc. 0.07% Add +3.2% 1,503 $259K
Principal Securities, Inc. 0.01% No change 1,032 $256K
Lazari Capital Management, Inc. 0.10% New 1,477 $254K
Silver Oak Securities, Incorporated 0.02% New 1,461 $254K
Concurrent Investment Advisors, LLC 0.01% Add +36.3% 1,461 $252K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -40.8% 1,453 $250K
Westmount Partners, LLC 0.08% Add +0.7% 1,447 $249K
Circle Wealth Management, LLC 0.01% No change 1,420 $245K
Well Done, LLC 0.04% New 983 $244K
Rockline Wealth Management, LLC 0.07% Add +1.6% 1,414 $244K
Sowell Financial Services LLC 0.01% New 1,412 $243K
Farther Finance Advisors, LLC 0.01% Add +44.2% 1,390 $243K
Nations Financial Group Inc, /Ia/ 0.02% Add +47.2% 1,400 $241K
Mountain Capital Investment Advisors Inc. 0.05% Reduce -12.2% 1,177 $240K
Bordeaux Wealth Advisors LLC 0.04% New 1,387 $239K
Sigma Planning Corp 0.01% Reduce -61.0% 1,367 $235K
denkapparat Operations GmbH 0.25% New 1,364 $235K
CRA Financial Services, LLC 0.04% Add +1.9% 1,364 $235K
World Equity Group, Inc. 0.07% Add +2.7% 1,345 $232K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Reduce -2.3% 1,345 $232K
Tradewinds, LLC. 0.07% Add +46.3% 1,344 $231K
EverSource Wealth Advisors, LLC 0.01% Add +18.7% 1,325 $228K
Visionary Wealth Advisors 0.01% Reduce -5.6% 1,324 $228K
Shell Asset Management Co. 0.01% No change 1,316 $227K
Sagespring Wealth Partners, LLC 0.01% Add +0.5% 1,314 $226K
Arkos Global Advisors 0.03% Add +3.8% 1,309 $225K
FWG Holdings, LLC 0.11% Reduce -0.9% 1,085 $224K
Peapack Gladstone Financial Corp. 0.00% Reduce -4.1% 1,288 $222K
Pettinga Financial Advisors LLC 0.05% No change 1,287 $222K
AE Wealth Management LLC 0.00% Add +23.6% 1,281 $221K
CI Investments Inc. 0.00% Add +2.4% 1,280 $220K
Econ Financial Services Corp 0.12% New 1,277 $220K
Vantage Financial Partners, LLC 0.05% New 1,266 $218K
Columbia Advisory Partners LLC 0.19% New 1,264 $218K
Red Door Wealth Management, LLC 0.03% Add +3.1% 1,261 $217K
Crescent Grove Advisors, LLC 0.02% Add +46.6% 1,258 $217K
Callan Capital, LLC 0.02% Add +5.1% 1,247 $215K
Thrivent Financial for Lutherans 0.00% Reduce -58.5% 660 $214K
Avid Wealth Partners LLC 0.14% No change 1,221 $210K
Prairie Wealth Advisors, Inc. 0.10% Reduce -3.1% 1,207 $208K
Certior Financial Group, LLC 0.17% Reduce -1.6% 1,201 $207K
Portman Square Capital LLP 0.18% New 1,200 $207K
Cranbrook Wealth Management, LLC 0.05% Add +4.6% 1,195 $206K
Howard Capital Management, LLC 0.01% Reduce -13.2% 1,190 $205K
Chicago Partners Investment Group LLC 0.01% Reduce -10.6% 1,033 $203K
Rossby Financial, LCC 0.09% New 965 $202K
Capital Investment Advisors, LLC 0.00% Add +2.5% 1,174 $202K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +222.7% 86,233 $201K
Smartleaf Asset Management LLC 0.02% Add +14.2% 1,134 $197K
Generali Investments, Management Co LLC 0.06% New 1,132 $195K
GAMMA Investing LLC 0.01% Add +8.1% 1,123 $193K
Larson Financial Group LLC 0.01% Add +46.5% 1,113 $192K
Jones Financial Companies LLLP 0.00% Add +121.0% 1,083 $188K
Financial Freedom, LLC 0.11% No change 1,080 $186K
Ridgewood Investments LLC 0.09% New 1,075 $185K
CoreCap Advisors, LLC 0.01% Reduce -65.1% 1,071 $184K
Firsthand Capital Management, Inc. 0.42% No change 1,000 $172K
Belmont Capital, LLC 0.03% Reduce -6.7% 1,000 $172K
CSS LLC 0.03% Reduce -58.3% 998 $172K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +1.7% 974 $168K
Geneos Wealth Management Inc. 0.01% Add +43.0% 945 $163K
Ancora Advisors LLC 0.00% Add +7.4% 868 $149K
Westpac Banking Corp. 0.01% Reduce -19.6% 860 $148K
Huntington National Bank 0.00% Add +23.7% 850 $146K
V-Square Quantitative Management LLC 0.02% Reduce -10.6% 821 $141K
Tsfg, LLC 0.03% Add +5.9% 810 $140K
Sunbelt Securities, Inc. 0.01% Reduce -1.3% 790 $136K
Reyes Financial Architecture, Inc. 0.10% Reduce -17.1% 773 $133K
Hantz Financial Services, Inc. 0.00% Add +9.9% 752 $130K
Stephens Consulting, LLC 0.03% No change 750 $129K
HM Payson & Co. 0.00% No change 742 $128K
Fairman Group, LLC 0.11% No change 500 $124K
Brooklyn Investment Group 0.03% Add +7.1% 720 $124K
Centaurus Financial, Inc. 0.01% Add +24.4% 718 $124K
Lazard Asset Management LLC 0.00% Reduce -45.8% 720 $123K
Hexagon Capital Partners LLC 0.02% Add +73.1% 708 $122K
AlphaQuest LLC 0.01% Add +29.6% 643 $111K
Allianz SE 0.00% Reduce -39.1% 627 $108K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.07% No change 620 $107K
TD Private Client Wealth LLC 0.00% Add +38.5% 611 $105K
Fifth Third Bancorp 0.00% Add +5.6% 608 $105K
Avion Wealth 0.03% No change 420 $104K
Steph & Co. 0.04% Add +69.9% 598 $103K
Nemes Rush Group LLC 0.01% No change 598 $103K
Clearstead Advisors, LLC 0.00% Reduce -25.3% 597 $103K
Harbor Investment Advisory, LLC 0.01% Reduce -20.5% 586 $101K
Arlington Trust Co LLC 0.02% Add +521.5% 578 $100K
Chelsea Counsel Co. 0.05% Add +21.3% 570 $98K
Ostrum Asset Management 0.01% Reduce -2.6% 558 $96K
Central Pacific Bank - Trust Division 0.01% New 550 $95K
First Horizon Advisors, Inc. 0.00% Reduce -11.8% 548 $94K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.6% 528 $91K
Compagnie Lombard Odier SCmA 0.00% Reduce -28.3% 508 $87K
SRH Advisors, LLC 0.03% No change 500 $86K
CX Institutional 0.00% New 494 $85K
Financial Perspectives, Inc 0.03% No change 493 $85K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.05% Reduce -23.9% 465 $81K
Indiana Trust & Investment Management Co 0.03% No change 465 $80K
Arax Advisory Partners 0.01% Add +7.8% 455 $78K
Spirit of America Management Corp. 0.02% Add +80.0% 450 $78K
Kiker Wealth Management, LLC 0.05% New 401 $69K
Golden State Wealth Management, LLC 0.01% Reduce -50.3% 391 $67K
Blue Trust, Inc. 0.00% Add +16.1% 390 $67K
PSI Advisors, LLC 0.02% Reduce -4.2% 365 $63K
Creative Financial Designs Inc. 0.01% Reduce -26.9% 364 $63K
GPS Wealth Strategies Group, LLC 0.01% No change 362 $62K
Garde Capital, Inc. 0.00% New 355 $61K
Motco 0.01% No change 350 $60K
JTC Employer Solutions Trustee Ltd 0.00% No change 342 $59K
Evelyn Partners Investment Management LLP 0.00% Add +76.3% 335 $58K
Quarry LP 0.01% Reduce -17.4% 323 $56K
Hemington Wealth Management 0.01% Reduce -0.3% 314 $54K
Hoey Investments, Inc. 0.01% Reduce -24.3% 312 $54K
Aventura Private Wealth, LLC 0.03% Reduce -8.3% 310 $53K
SJS Investment Consulting Inc. 0.01% Add +2990.0% 309 $53K
LFA - Lugano Financial Advisors SA 0.04% No change 308 $53K
Westside Investment Management, Inc. 0.01% No change 306 $53K
WealthTrak Capital Management LLC 0.05% Add +0.7% 305 $53K
Cape Investment Advisory, Inc. 0.02% No change 305 $53K
Valley Wealth Managers, Inc. 0.00% No change 300 $52K
Versant Capital Management, Inc 0.01% Reduce -4.4% 285 $49K
Capital Advisors, Ltd. LLC 0.01% No change 284 $49K
Bradley & Co. Private Wealth Management, LLC 0.03% No change 284 $49K
Medallion Wealth Advisors, LLC 0.02% Reduce -4.3% 269 $47K
Gould Capital, LLC 0.03% No change 267 $46K
Sound Income Strategies, LLC 0.00% Reduce -22.0% 266 $46K
Wiser Advisor Group LLC 0.07% Reduce -21.4% 264 $45K
Center for Financial Planning, Inc. 0.01% Reduce -9.3% 264 $45K
Emerald Mutual Fund Advisers Trust 0.00% New 258 $44K
IMG Wealth Management, Inc. 0.04% No change 256 $44K
HighMark Wealth Management LLC 0.03% No change 253 $44K
Perkins Coie Trust Co 0.01% New 250 $43K
Quadrant Capital Group LLC 0.00% Reduce -13.4% 246 $42K
Colonial Trust Advisors 0.00% Add +49.7% 241 $42K
Loomis Sayles & Co. L P 0.00% No change 238 $41K
Parkside Financial Bank & Trust 0.01% Reduce -2.5% 229 $39K
SOA Wealth Advisors, LLC. 0.01% Reduce -14.3% 228 $39K
Bernard Wealth Management Corp. 0.02% No change 225 $39K
Valley National Advisers Inc. 0.01% Add +9.7% 226 $38K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 220 $38K
Addison Advisors LLC 0.01% No change 200 $34K
BNP Paribas 0.00% No change 195 $34K
Brown Brothers Harriman & Co. 0.00% Reduce -43.4% 196 $34K
Berbice Capital Management LLC 0.03% New 195 $34K
NBT Bank, N.A. 0.00% New 190 $33K
SouthState Bank Corp 0.00% Add +128.4% 185 $32K
Evelyn Partners Investment Management Services Ltd 0.01% Add +211.9% 184 $32K
MPWM Advisory Solutions, LLC 0.02% Add +28.6% 180 $31K
S-Bank Fund Management Ltd 0.01% — 179 $31K
Cedar Mountain Advisors, LLC 0.01% No change 177 $30K
NCP Inc. 0.04% No change 167 $29K
Riverview Trust Co 0.03% Reduce -2.4% 161 $28K
Richards, Merrill & Peterson, Inc. 0.01% Add +14.5% 158 $27K
Pittenger & Anderson Inc. 0.00% Add +4.0% 155 $27K
Studio Investment Management LLC 0.01% No change 154 $27K
Bessemer Group Inc. 0.00% Add +297.4% 151 $26K
Barrett & Company, Inc. 0.01% No change 150 $26K
Ameriflex Group, Inc. 0.01% No change 150 $26K
Highline Wealth Partners LLC 0.01% Add +2.1% 147 $25K
Physician Wealth Advisors, Inc. 0.00% Add +11.4% 147 $25K
Manchester Capital Management LLC 0.00% No change 131 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.7% 130 $22K
Albion Financial Group 0.00% No change 126 $22K
Optimum Investment Advisors 0.01% New 125 $22K
Covestor Ltd 0.01% Add +4.4% 119 $21K
Meeder Asset Management Inc. 0.00% Add +125.0% 117 $20K
Copia Wealth Management 0.02% Add +5.7% 112 $19K
Bell Investment Advisors, Inc 0.00% Add +16.0% 109 $19K
Glen Eagle Advisors, LLC 0.00% Add +87.7% 107 $18K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.4% 105 $18K
Quent Capital, LLC 0.00% Reduce -2.9% 101 $17K
Atala Financial Inc 0.01% Reduce -9.1% 100 $17K
Peoples Financial Services Corp. 0.01% No change 100 $17K
Elevation Wealth Partners, LLC 0.01% Add +11.4% 98 $17K
Financial Gravity Asset Management, Inc. 0.00% — 98 $17K
Quintet Private Bank (Europe) S.A. 0.00% Add +92.0% 96 $17K
Salem Investment Counselors Inc. 0.00% Reduce -48.9% 94 $16K
Grove Bank & Trust 0.00% New 90 $16K
SIMA Wealth Partners, LLC 0.01% Add +1.2% 87 $15K
Hollencrest Capital Management 0.00% Reduce -46.3% 86 $15K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 83 $14K
Tidemark, LLC 0.01% No change 81 $14K
Decker Retirement Planning Inc. 0.01% New 80 $14K
FWL Investment Management, LLC 0.01% New 80 $14K
Abound Financial, LLC 0.01% New 78 $13K
Saudi Central Bank 0.07% New 77 $13K
Global Wealth Strategies & Associates 0.00% No change 75 $13K
Strategic Investment Solutions, Inc. 0.00% Reduce -92.8% 75 $13K
Rosenberg Matthew Hamilton 0.00% No change 74 $13K
Signature Resources Capital Management, LLC 0.01% No change 73 $13K
ZynergyRetirementPlanningLLC 0.01% No change 50 $12K
Montag A & Associates Inc. 0.00% No change 71 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +100.0% 70 $12K
Murphy & Mullick Capital Management Corp 0.01% No change 70 $12K
Campbell Capital Management Inc. 0.01% No change 70 $12K
Beacon Capital Management, LLC 0.00% Add +590.0% 69 $12K
Private Wealth Management Group, LLC 0.00% Reduce -5.5% 69 $12K
Asset Dedication, LLC 0.00% Reduce -9.2% 69 $12K
TD Waterhouse Canada Inc. 0.00% Reduce -55.2% 65 $11K
Centricity Wealth Management, LLC 0.01% No change 65 $11K
Binnacle Investments Inc 0.01% — 65 $11K
Painted Porch Advisors LLC 0.00% No change 62 $11K
Groupe la Francaise 0.00% Add +17.5% 67 $11K
HHM Wealth Advisors, LLC 0.00% No change 59 $10K
DT Investment Partners, LLC 0.00% No change 59 $10K
WPG Advisers, LLC 0.01% Add +3.7% 56 $10K
Park Place Capital Corp 0.00% Add +60.0% 56 $10K
Capital Analysts, LLC 0.00% New 51 $9K
Bellwether Advisors, LLC 0.00% Reduce -99.3% 52 $9K
Legacy Wealth Managment, LLC 0.01% Reduce -28.2% 51 $9K
Glass Jacobson Investment Advisors llc 0.00% No change 35 $9K
Park Square Financial Group, LLC 0.01% No change 50 $9K
Mechanics Financial Corp 0.00% No change 50 $9K
Princeton Global Asset Management LLC 0.00% No change 50 $9K
Sandy Spring Bank 0.00% Add +4.2% 50 $9K
Consultiva Wealth Management, Corp. 0.03% New 50 $9K
Keystone Global Partners, LLC 0.01% — 50 $9K
Sachetta, LLC 0.00% Reduce -3.9% 49 $8K
Fortitude Family Office, LLC 0.00% No change 48 $8K
Valued Wealth Advisors LLC 0.00% No change 46 $8K
Wolff Wiese Magana LLC 0.01% Reduce -16.7% 45 $8K
St Germain D J Co. Inc. 0.00% No change 45 $8K
Armstrong Advisory Group, Inc. 0.00% No change 31 $8K
CVA Family Office, LLC 0.00% Reduce -34.9% 43 $7K
Cary Street Partners Investment Advisory LLC 0.00% New 43 $7K
First PREMIER Bank 0.00% New 42 $7K
Hartford Financial Management Inc. 0.00% No change 40 $7K
Clean Yield Group 0.00% No change 40 $7K
Financial Management Professionals, Inc. 0.00% No change 39 $7K
American National Bank & Trust 0.00% New 39 $7K
Transce3nd, LLC 0.00% Reduce -52.0% 36 $6K
Cornerstone Planning Group LLC 0.00% Add +24.0% 31 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -18.6% 35 $6K
Chesapeake Asset Management LLC 0.01% New 35 $6K
Financially Speaking Inc 0.00% No change 35 $6K
GF Fund Management Co. LTD. 0.00% Reduce -24.4% 34 $6K
Investors Research Corp 0.00% No change 33 $6K
IFS Advisors, LLC 0.00% No change 33 $6K
Rialto Wealth Management, LLC 0.00% Add +10.3% 32 $6K
MV Capital Management, Inc. 0.00% Reduce -59.0% 32 $6K
Mather Group, Llc. 0.00% Add +77.8% 32 $5K
Archer Investment Corp 0.00% No change 31 $5K
Vision Financial Markets LLC 0.01% Reduce -40.0% 30 $5K
Pilgrim Partners Asia Pte Ltd 0.00% Reduce -99.7% 30 $5K
Nova Wealth Management, Inc. 0.00% Reduce -44.4% 30 $5K
Wealth Preservation Advisors, LLC 0.00% — 30 $5K
TrinityBridge Ltd 0.00% No change 30 $5K
Tradewinds Capital Management, LLC 0.00% No change 29 $5K
Main Street Group, LTD 0.00% Add +21.7% 28 $5K
Cheviot Value Management, LLC 0.00% New 24 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -16.1% 26 $4K
Graney & King, LLC 0.00% No change 25 $4K
Fourth Dimension Wealth, LLC 0.00% New 25 $4K
Ransom Advisory, Ltd 0.00% No change 25 $4K
Eukles Asset Management 0.00% No change 25 $4K
Orion Capital Management LLC 0.00% No change 25 $4K
Trust Co. of Vermont 0.00% No change 25 $4K
Roble, Belko & Company, Inc 0.00% Add +43.8% 23 $4K
Cordant, Inc. 0.00% New 23 $4K
Raffa Wealth Management, LLC 0.00% No change 23 $4K
Hughes Financial Services, LLC 0.00% New 22 $4K
REAP Financial Group, LLC 0.00% New 22 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 21 $4K
Banque Transatlantique SA 0.00% No change 21 $4K
Pension & Wealth Management Advisors, Inc. 0.00% Add +66.7% 20 $4K
Promus Capital, LLC 0.00% No change 20 $3K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 20 $3K
Bellevue Asset Management, LLC 0.00% No change 20 $3K
Tortoise Investment Management, LLC 0.00% No change 20 $3K
NewSquare Capital LLC 0.00% New 20 $3K
Bartlett & Co. Wealth Management LLC 0.00% No change 20 $3K
Prestige Wealth Management Group LLC 0.00% No change 19 $3K
Capital A Wealth Management, LLC 0.00% No change 19 $3K
PayPay Securities Corp 0.18% Reduce -55.0% 18 $3K
Pacer Advisors, Inc. 0.00% Add +260.0% 18 $3K
Centerpoint Advisors, LLC 0.00% Reduce -69.6% 17 $3K
Lanark Financial, Inc. 0.00% — 18 $3K
1620 Investment Advisors, Inc. 0.00% No change 17 $3K
Clearstead Trust, LLC 0.00% No change 17 $3K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -34.6% 17 $3K
Riggs Asset Managment Co. Inc. 0.00% Reduce -11.8% 15 $3K
Aspect Partners, LLC 0.00% New 15 $3K
Washington Trust Advisors, Inc. 0.00% Add +40.0% 14 $2K
Kennebec Savings Bank 0.00% New 13 $2K
Global Financial Private Client, LLC 0.00% Add +550.0% 13 $2K
Independence Bank of Kentucky 0.00% No change 13 $2K
Sierra Ocean, LLC 0.00% Reduce -14.3% 12 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $2K
Your Advocates Ltd., LLP 0.00% No change 11 $2K
Truvestments Capital LLC 0.00% No change 11 $2K
Greenline Partners, LLC 0.00% New 11 $2K
CENTRAL TRUST Co 0.00% No change 10 $2K
Cromwell Holdings LLC 0.00% New 10 $2K
Berkshire Capital Holdings Inc. 0.00% No change 10 $2K
Trust Co 0.00% No change 10 $2K
Private Wealth Asset Management, LLC 0.00% — 10 $2K
Rothschild Investment LLC 0.00% Add +66.7% 10 $2K
American Capital Advisory, LLC 0.00% New 9 $2K
Kimelman & Baird, LLC 0.00% No change 9 $2K
Evergreen Private Wealth LLC 0.00% No change 8 $1K
Brown, Lisle/Cummings, Inc. 0.00% Add +166.7% 8 $1K
WealthCollab, LLC 0.00% No change 7 $1K
William B. Walkup & Associates, Inc. 0.00% No change 7 $1K
Dogwood Wealth Management LLC 0.00% New 7 $1K
S&T Bank 0.00% New 7 $1K
TFC Financial Management, Inc. 0.00% No change 7 $1K
Godsey & Gibb, Inc. 0.00% No change 6 $1K
Millstone Evans Group, LLC 0.00% No change 6 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 6 $1K
Winthrop Capital Management, LLC 0.00% No change 5 $1K
Friedenthal Financial 0.00% Reduce -85.7% 5 $862
GHP Investment Advisors, Inc. 0.00% No change 5 $862
Hurley Capital, LLC 0.00% No change 5 $861
Gen-Wealth Partners Inc 0.00% New 5 $861
Continuum Advisory, LLC 0.00% No change 5 $861
Bogart Wealth, LLC 0.00% Reduce -97.6% 5 $861
Winnacle Wealth LLC 0.00% Add +25.0% 5 $799
Rise Advisors, LLC 0.00% New 4 $689
Wood Tarver Financial Group, LLC 0.00% No change 4 $689
UMB Bank, n.a. 0.00% New 4 $689
Smallwood Wealth Investment Management, LLC 0.00% New 4 $688
Bay Harbor Wealth Management, LLC 0.00% New 4 $688
Quest 10 Wealth Builders, Inc. 0.00% Reduce -40.0% 3 $549
Principia Wealth Advisory, LLC 0.00% Reduce -40.0% 3 $531
Clear Investment Research, LLC 0.00% No change 3 $517
Parkworth Wealth Management, Inc. 0.00% Reduce -81.3% 3 $517
True Wealth Design, LLC 0.00% New 3 $517
Estabrook Capital Management 0.00% No change 3 $517
Horizon Investments, LLC 0.00% New 3 $517
Marquette Asset Management, LLC 0.00% No change 2 $345
Asset Planning,Inc 0.00% No change 2 $344
MorganRosel Wealth Management, LLC 0.00% New 2 $344
Bare Financial Services, Inc 0.00% New 2 $344
TD Capital Management LLC 0.00% New 2 $344
Salomon & Ludwin, LLC 0.00% No change 2 $344
HFM Investment Advisors, LLC 0.00% — 1 $173
MCF Advisors LLC 0.00% No change 1 $173
ROSS\JOHNSON & Associates LLC 0.00% New 1 $172
McClarren Financial Advisors, Inc. 0.00% New 172 $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.