Coinbase Global Inc. Class ACOIN

13F holders, Q3 2025 (September 30)
1,330holders +72
219new positions
133sold out
7famous investors
$336.72avg. 13F price*

At the end of Q3 2025, 1,330 institutions reported holding Coinbase Global Inc. Class A (COIN) in their 13F filings, up 72 from Q2 2025. 219 opened new positions and 133 sold out. The largest holders were Vanguard Group Inc. ($8.8B), BlackRock, Inc. ($5.4B) and State Street Corp. ($3.1B). 7 famous investors held it, including Cathie Wood (4.8% of ARK Investment Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions219$1.1B
Exits133$1.5B

All 13F filers, Q2 2025 → Q3 2025: 17,976,908 shares bought and 10,753,579 shares sold, net +7,223,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,330 holders

Vanguard Group Inc. 0.13% Add +8.3% 26,216,793 $8.8B
BlackRock, Inc. 0.10% Add +6.8% 16,113,444 $5.4B
State Street Corp. 0.11% Add +6.9% 9,328,983 $3.1B
Geode Capital Management, LLC 0.13% Add +6.3% 5,908,982 $2.0B
FMR LLC 0.07% Add +0.8% 4,212,523 $1.4B
Paradigm Operations LP 74.67% No change 4,128,033 $1.4B
Morgan Stanley 0.08% Reduce -3.2% 3,734,817 $1.3B
Clear Street Group Inc. 4.20% — 2,555,828 $862.6M
ARK Investment Management 4.81% Reduce -8.7% 2,395,540 $808.5M
Sumitomo Mitsui Trust Group, Inc. 0.43% Reduce -16.5% 2,203,387 $743.6M
Northern Trust Corp. 0.08% Add +5.9% 1,959,871 $661.4M
JPMorgan Chase & Co. 0.04% Add +1.4% 1,913,635 $645.8M
Goldman Sachs Group Inc. 0.09% Reduce -5.1% 1,854,941 $626.0M
Susquehanna International Group, LLP 0.90% Add +40.5% 1,820,816 $614.5M
Amova Asset Management Americas, Inc. 5.58% Reduce -18.5% 1,708,011 $576.3M
Charles Schwab Investment Management Inc. 0.09% Add +10.3% 1,606,075 $542.0M
Invesco Ltd. 0.08% Add +17.9% 1,454,575 $490.9M
Bank of America Corp. 0.04% Add +12.6% 1,392,587 $470.0M
Bank of Montreal 0.18% Add +106.1% 1,255,897 $423.9M
Legal & General Group Plc 0.09% Add +5.0% 1,193,784 $402.9M
Citigroup Inc. 0.26% Reduce -3.9% 1,108,333 $374.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -15.4% 1,066,016 $359.8M
Bank of New York Mellon Corp 0.06% Add +6.1% 1,055,526 $356.2M
Amundi 0.11% Add +153.1% 907,323 $350.3M
National Bank of Canada 0.38% Add +37.4% 995,658 $336.0M
Barclays PLC 0.12% Add +55.0% 953,089 $321.7M
Natixis 1.53% Add +17.1% 836,185 $282.2M
Evergreen Quality Fund GP, Ltd. 6.25% Add +12.6% 834,900 $281.8M
Dimensional Fund Advisors LP 0.06% Add +1.1% 783,273 $264.3M
Toronto Dominion Bank 0.50% Add +51.5% 759,010 $256.2M
Wells Fargo & Company 0.05% Add +107.0% 742,313 $250.5M
T. Rowe Price Associates Inc. 0.03% Reduce -18.2% 740,727 $250.0M
Ribbit Management Company, LLC 11.82% Reduce -0.0% 737,500 $248.9M
Tidal Investments LLC 1.02% Add +104.0% 711,919 $240.3M
UBS Group AG 0.05% Reduce -14.1% 688,606 $232.4M
Artisan Partners Limited Partnership 0.32% New 665,688 $224.7M
Royal Bank of Canada 0.04% Add +48.6% 587,905 $198.4M
Baillie Gifford & Co. 0.15% New 587,422 $198.2M
Nuveen, LLC 0.05% Add +0.3% 551,300 $186.1M
Nomura Holdings Inc. 0.93% Add +72.7% 540,290 $182.3M
Weiss Asset Management LP 3.23% Reduce -12.3% 537,491 $181.4M
Robeco Institutional Asset Management B.V. 0.25% Add +100.5% 515,708 $174.0M
Assenagon Asset Management S.A. 0.25% Add +1647.1% 507,318 $171.2M
Capula Management Ltd 1.26% New 501,397 $169.2M
Deutsche Bank AG 0.06% Reduce -21.5% 495,381 $167.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +14.8% 463,279 $156.4M
Bank of Nova Scotia 0.28% Add +1799.7% 457,365 $154.4M
National Pension Service 0.12% Add +1.3% 452,736 $152.8M
HSBC Holdings PLC 0.08% Add +7.6% 413,108 $138.7M
Raymond James Financial Inc. 0.04% Reduce -19.6% 398,783 $134.6M
Ieq Capital, LLC 0.41% Add +42.5% 395,403 $133.4M
Rhumbline Advisers 0.10% Add +1.7% 380,496 $128.4M
BNP Paribas Financial Markets 0.10% Reduce -1.3% 377,902 $127.5M
Canada Pension Plan Investment Board 0.09% Add +5.8% 375,689 $126.8M
California Public Employees Retirement System 0.07% Add +8.1% 359,766 $121.4M
Mizuho Markets Americas LLC 2.51% Add +165.7% 352,765 $119.1M
Slate Path Capital LP 1.70% Reduce -22.5% 326,180 $110.1M
California State Teachers Retirement System 0.11% Add +0.2% 318,162 $107.4M
Harvest Portfolios Group Inc. 1.93% Add +42.5% 309,496 $104.5M
Macquarie Group Ltd. 0.12% Reduce -2.0% 309,470 $104.4M
LPL Financial LLC 0.03% Add +23.2% 302,367 $102.0M
Compound Planning, Inc. 3.19% Reduce -6.9% 291,708 $98.4M
Balyasny Asset Management L.P. 0.20% Add +124.6% 287,920 $97.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.71% Reduce -34.9% 276,747 $92.7M
DGS Capital Management, LLC 16.10% Add +0.0% 261,624 $88.3M
Ameriprise Financial Inc. 0.02% Reduce -6.5% 260,894 $88.1M
Cullinan Associates Inc. 5.67% Reduce -14.8% 257,925 $87.0M
Alliancebernstein L.P. 0.03% Add +5.6% 255,489 $86.2M
First Trust Advisors LP 0.06% Add +99.8% 255,208 $86.1M
Principal Financial Group Inc. 0.04% Reduce -11.5% 245,923 $83.0M
Contrarius Group Holdings Ltd 3.70% Reduce -0.1% 242,376 $81.8M
Allspring Global Investments Holdings, LLC 0.13% Add +16.7% 231,628 $80.2M
Parcion Private Wealth LLC 4.93% Add +0.0% 234,322 $79.1M
Allen Investment Management, LLC 0.82% Reduce -6.0% 218,358 $73.7M
Rockefeller Capital Management L.P. 0.14% Reduce -0.3% 214,559 $72.4M
Quadrature Capital Ltd 0.83% Add +37.1% 207,137 $69.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.11% Add +8.4% 206,832 $69.8M
Adage Capital Partners Gp, L.L.C. 0.11% Add +6.3% 205,700 $69.4M
Kemnay Advisory Services Inc. 10.54% Reduce -11.6% 205,300 $69.3M
Voya Investment Management LLC 0.08% Reduce -14.2% 203,459 $68.7M
LMR Partners LLP 1.24% Add +251.8% 191,559 $64.6M
State Board of Administration of Florida Retirement System 0.11% Reduce -4.5% 191,280 $64.6M
Ensign Peak Advisors, Inc 0.10% Add +50.1% 189,532 $64.0M
Connor, Clark & Lunn Investment Management Ltd. 0.20% Add +19.7% 188,029 $63.5M
CTC LLC 2.54% Add +218.5% 184,821 $62.4M
Capital International Investors 0.01% Add +44.4% 179,180 $60.5M
Aquatic Capital Management LLC 1.11% Add +139.7% 176,605 $59.6M
New York State Teachers Retirement System 0.12% Add +14.7% 174,880 $59.0M
Korea Investment CORP 0.12% Reduce -29.0% 173,070 $58.4M
IDG Technology Venture Investment IV, LLC 100.00% No change 172,866 $58.3M
Patient Capital Management, LLC 2.32% Reduce -15.6% 171,736 $58.0M
Citadel Advisors 0.05% Reduce -50.5% 170,480 $57.5M
Exchange Traded Concepts, LLC 0.54% Add +42.8% 167,127 $56.4M
Blair William & Co. 0.15% Add +39.0% 166,540 $56.2M
Signature Estate & Investment Advisors LLC 1.20% Add +3827.1% 166,156 $56.1M
Quantinno Capital Management LP 0.15% Add +343.7% 165,456 $55.8M
Capital World Investors 0.01% New 162,216 $54.7M
Elequin Capital, LP 4.66% Add +3896.2% 161,725 $54.6M
Capital Fund Management S.A. 0.54% New 159,810 $53.9M
Aviva PLC 0.10% Add +8.1% 159,631 $53.9M
Oriental Harbor Investment Master Fund 4.09% Reduce -0.1% 156,667 $52.9M
Osaic Holdings, Inc. 0.07% Reduce -4.1% 161,366 $52.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Add +1.9% 154,950 $52.3M
DJE Kapital AG 1.26% No change 145,884 $51.9M
Paragon Capital Management Ltd 9.50% Reduce -4.9% 148,330 $50.1M
Moore Capital Management, LP 1.01% Add +16.0% 146,932 $49.6M
Walleye Trading LLC 0.79% Add +204.5% 145,975 $49.3M
Franklin Resources Inc. 0.01% Add +206.7% 144,490 $48.8M
Sei Investments Co. 0.05% Add +361.8% 139,639 $47.1M
Hudson Bay Capital Management LP 0.33% Reduce -19.0% 138,329 $46.7M
Manufacturers Life Insurance Company, The 0.04% Add +11.4% 136,485 $46.1M
TD Asset Management Inc 0.04% Reduce -3.4% 136,042 $45.9M
American Century Companies Inc. 0.02% Add +8.3% 133,544 $45.1M
Storebrand Asset Management As 0.12% Add +25.5% 132,873 $44.8M
Liontrust Investment Partners LLP 0.64% Add +56.7% 130,138 $43.9M
Prudential Financial Inc. 0.05% Add +4.1% 127,024 $42.9M
KBC Group NV 0.10% Add +95.4% 119,116 $40.2M
New York State Common Retirement Fund 0.05% Add +11.2% 118,976 $40.2M
Schroder Investment Management Group 0.03% Reduce -10.3% 119,807 $40.0M
Chevy Chase Trust Holdings, LLC 0.11% Add +3.4% 115,419 $39.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +0.2% 114,110 $38.5M
TB Alternative Assets Ltd. 5.76% Reduce -2.5% 114,051 $38.5M
APG Asset Management N.V. 0.11% Reduce -0.4% 133,395 $38.3M
Renaissance Technologies 0.05% Reduce -87.1% 113,400 $38.3M
Pictet Asset Management Holding SA 0.04% Add +23.1% 112,751 $38.1M
BIT Capital GmbH 1.73% Add +28.4% 112,141 $37.8M
Danske Bank A/S 0.09% Reduce -4.9% 111,181 $37.5M
Millennium Management 0.03% Reduce -24.7% 110,725 $37.4M
Sloy Dahl & Holst, LLC 3.89% Add +2.4% 108,755 $36.7M
State of Wisconsin Investment Board 0.08% Add +0.2% 106,842 $36.1M
SG Americas Securities, LLC 0.13% Add +187.2% 106,449 $35.9M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +21.9% 105,099 $35.5M
Royal London Asset Management Ltd. 0.08% Add +4.3% 103,553 $34.9M
Cetera Investment Advisers 0.04% Add +90.3% 102,759 $34.7M
Greenwich Wealth Management LLC 1.68% Reduce -0.0% 100,049 $33.8M
Van Eck Associates Corp. 0.03% Reduce -55.5% 98,391 $33.2M
STRS Ohio 0.12% Reduce -20.3% 97,825 $33.0M
ICONIQ Capital, LLC 0.41% Reduce -0.2% 97,614 $32.9M
HighTower Advisors, LLC 0.04% Add +283.8% 96,396 $32.5M
Treasurer of the State of North Carolina 0.10% Reduce -2.0% 94,481 $31.9M
WIM INVESTMENT MANAGEMENT Ltd 7.98% Add +1474.8% 92,916 $31.4M
Perpetual Ltd 0.38% Reduce -48.7% 91,254 $30.8M
Rakuten Investment Management, Inc. 0.11% — 465,243 $30.7M
Mariner, LLC 0.04% Add +4.4% 89,270 $30.1M
EULAV Asset Management 0.70% Add +29.0% 89,000 $30.0M
Vontobel Holding Ltd. 0.09% Add +124.0% 87,850 $29.6M
Jain Global LLC 0.41% Add +523.0% 87,008 $29.4M
Asset Management One Co., Ltd. 0.08% Add +0.5% 84,820 $28.6M
NZS Capital, LLC 0.87% Reduce -13.9% 84,337 $28.5M
Flputnam Investment Management Co. 0.42% Add +499.1% 83,514 $28.2M
Squarepoint Ops LLC 0.06% Reduce -85.7% 83,325 $28.1M
Privium Fund Management B.V. 4.79% Add +12.9% 79,000 $26.7M
Russell Investments Group, Ltd. 0.03% Add +108.7% 78,579 $26.5M
Rafferty Asset Management, LLC 0.09% Add +9.9% 77,917 $26.3M
Public Employees Retirement System of Ohio 0.08% Add +3.5% 77,249 $26.1M
Stevens Capital Management LP 3.41% Add +255.2% 76,240 $25.7M
DNB Asset Management AS 0.09% Add +100.7% 75,215 $25.4M
Janney Montgomery Scott LLC 0.06% Add +129.5% 74,570 $25.2M
Three Bridge Wealth Advisors, LLC 6.45% Reduce -0.1% 74,170 $25.0M
Twin Tree Management, LP 1.15% New 73,095 $24.7M
State of Tennessee, Department of Treasury 0.08% Add +4.4% 72,890 $24.6M
Banco Santander, S.A. 0.22% Reduce -22.6% 72,886 $24.6M
KLP Kapitalforvaltning As 0.10% Add +2.4% 72,600 $24.5M
Northwestern Mutual Wealth Management Co. 0.02% Add +15.1% 71,730 $24.2M
Stifel Financial Corp. 0.02% Add +22.9% 70,884 $23.9M
Marshall Wace, LLP 0.03% Add +1560.1% 70,653 $23.8M
State of New Jersey Common Pension Fund D 0.09% Add +4.3% 70,408 $23.8M
FengHe Fund Management Pte. Ltd. 2.15% Add +119.1% 69,900 $23.6M
Tredje AP-fonden 0.19% Reduce -4.2% 69,634 $23.5M
Wealthfront Advisers LLC 0.05% Add +3.5% 69,024 $23.3M
Victory Capital Management Inc. 0.01% Add +6.0% 68,647 $23.2M
Aequim Alternative Investments LP 3.87% No change 68,600 $23.2M
Nomura Asset Management Co. Ltd. 0.06% Add +3.6% 67,485 $22.8M
Concentric Capital Strategies, LP 1.08% Add +190.8% 67,169 $22.7M
Focus Partners Wealth 0.04% Add +836.9% 67,173 $22.6M
Envestnet Asset Management Inc. 0.01% Add +4.4% 63,375 $21.4M
Resona Asset Management Co.,Ltd. 0.10% Reduce -4.9% 62,227 $21.0M
Creative Planning 0.02% Add +24.4% 62,080 $21.0M
Lansforsakringar Fondforvaltning AB (publ) 0.11% Add +3.5% 61,954 $20.9M
State of Michigan Retirement System 0.10% Add +6.4% 61,200 $20.7M
Cantor Fitzgerald, L. P. 0.40% Add +20.1% 60,311 $20.4M
Intech Investment Management LLC 0.18% Add +10.0% 59,822 $20.2M
Whittier Trust Co. 0.23% Reduce -10.6% 52,648 $20.0M
Generali Asset Management SPA SGR 0.43% Add +0.7% 59,050 $19.9M
Handelsbanken Fonder AB 0.06% Add +1.1% 58,786 $19.8M
Arizona State Retirement System 0.11% Add +0.5% 58,652 $19.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.33% Add +49.5% 58,199 $19.6M
Refined Wealth Management 12.59% Reduce -1.2% 58,056 $19.6M
Simplex Trading, LLC 0.43% Add +60.3% 57,924 $19.5M
Truist Financial Corp. 0.03% Add +8.6% 57,698 $19.5M
Czech National Bank 0.13% Add +11.0% 57,439 $19.4M
MetLife Investment Management, LLC 0.09% Add +3.9% 56,819 $19.2M
Teacher Retirement System of Texas 0.08% Reduce -6.7% 56,500 $19.1M
BLKBRD Asset Management, LP 5.26% Add +104.1% 55,958 $18.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +4.7% 54,309 $18.3M
Clearbridge Investments, LLC 0.01% Add +0.2% 52,475 $17.7M
Melqart Asset Management (UK) Ltd 2.36% New 52,416 $17.7M
Leonteq Securities AG 0.93% Add +176.7% 51,455 $17.4M
Allianz Asset Management GmbH 0.02% Reduce -36.1% 51,295 $17.3M
Aberdeen Group plc 0.03% Add +3.8% 51,095 $17.2M
Summit Trail Advisors, LLC 0.24% Reduce -0.7% 50,625 $17.1M
Commonwealth Equity Services, LLC 0.02% Reduce -6.5% 50,070 $16.9M
Wolverine Trading, LLC 0.34% New 50,401 $16.8M
Wilkinson Global Asset Management LLC 1.05% Add +89.6% 49,609 $16.7M
Retirement Systems of Alabama 0.05% Add +6.3% 48,244 $16.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +38.9% 47,371 $15.9M
Ossiam 0.20% Add +8.6% 47,056 $15.9M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +23.9% 46,595 $15.7M
ProShare Advisors LLC 0.03% Reduce -1.5% 46,126 $15.6M
Logan Capital Management Inc. 0.65% Add +7.0% 45,855 $15.5M
Baird Financial Group, Inc. 0.02% Add +172.9% 45,739 $15.4M
Cresset Asset Management, LLC 0.07% Reduce -13.2% 45,382 $15.3M
Caption Management, LLC 0.93% New 45,200 $15.3M
Neuberger Berman Group LLC 0.01% Add +57.3% 43,695 $14.7M
Forsta Ap-Fonden 0.09% Add +6.6% 43,400 $14.6M
Man Group plc 0.03% Add +5.4% 43,191 $14.6M
J. Safra Sarasin Holding AG 0.23% Add +55.4% 42,962 $14.5M
AEGON ASSET MANAGEMENT UK Plc 0.17% New 42,948 $14.5M
Amalgamated Bank 0.10% Add +4.3% 42,720 $14.4M
Zurich Insurance Group Ltd 0.10% Add +0.4% 42,151 $14.2M
Gotham Asset Management 0.06% Reduce -13.4% 41,910 $14.1M
Swedbank AB 0.01% Add +0.1% 41,520 $14.0M
Alta Park Capital, LP 1.39% Add +85.6% 40,980 $13.8M
Penserra Capital Management LLC 0.16% Reduce -15.0% 40,747 $13.8M
Centiva Capital, LP 1.27% Add +28172.5% 40,147 $13.5M
Baker Avenue Asset Management, LP 0.32% New 40,009 $13.5M
Horizon Wealth Management, LLC 1.98% Add +98.6% 40,004 $13.5M
WINTON GROUP Ltd 0.50% Add +495.8% 39,916 $13.5M
Vestmark Advisory Solutions, Inc. 0.26% Reduce -55.9% 39,713 $13.4M
Kera Capital Partners, Inc. 1.98% Add +6.0% 39,167 $13.2M
Berkshire Capital Holdings Inc. 4.00% Reduce -18.4% 39,030 $13.2M
Cambridge Investment Research Advisors, Inc. 0.04% Add +9.2% 38,574 $13.0M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -4.6% 38,208 $12.9M
Varma Mutual Pension Insurance Co 0.08% Add +21.9% 37,800 $12.8M
Jasper Ridge Partners, L.P. 0.28% Reduce -3.7% 36,658 $12.4M
Cibc World Market Inc. 0.03% Add +1.6% 36,410 $12.3M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -51.3% 36,300 $12.3M
Calamos Advisors LLC 0.07% Add +0.4% 36,259 $12.2M
IFM Investors Pty Ltd 0.11% Add +0.3% 38,979 $12.2M
Credit Agricole S A 0.04% — 35,750 $12.1M
Erste Asset Management GmbH 0.11% Add +6998.0% 35,490 $11.8M
Utah Retirement Systems 0.11% Add +3.4% 34,722 $11.7M
Nepsis Inc. 3.68% New 34,426 $11.6M
Capital Impact Advisors, LLC 2.60% New 34,391 $11.6M
USS Investment Management Ltd 0.06% Reduce -0.1% 34,115 $11.5M
Daiwa Securities Group Inc. 0.04% Add +8.2% 33,975 $11.5M
Private Advisor Group, LLC 0.06% Add +36.8% 33,934 $11.5M
Police & Firemen's Retirement System of New Jersey 0.09% Add +8.3% 33,913 $11.4M
Schonfeld Strategic Advisors LLC 0.08% Add +49.8% 33,808 $11.4M
Raiffeisen Bank International AG 0.15% Add +162.6% 33,913 $11.3M
New York Life Investment Management LLC 0.10% Add +3.8% 32,678 $11.0M
First Citizens Bank & Trust Co. 0.23% New 31,473 $10.6M
Xponance LLC 0.08% Reduce -0.6% 31,259 $10.5M
AXA Investment Managers S.A. 0.03% — 31,221 $10.5M
Q Fund Management (Hong Kong) Ltd 7.31% New 31,200 $10.5M
Nisa Investment Advisors, LLC 0.04% Add +2.6% 31,115 $10.5M
Cynosure Group, LLC 1.13% Reduce 0.0% 30,813 $10.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Reduce -5.0% 30,400 $10.3M
CIBC Bancorp USA Inc. 0.06% — 30,293 $10.2M
Aperture Investors, LLC 1.41% Reduce -6.9% 30,033 $10.1M
Woodline Partners LP 0.05% Add +30.7% 29,886 $10.1M
Envestnet Portfolio Solutions, Inc. 0.04% New 29,800 $10.1M
Tenere Capital LLC 2.34% New 29,400 $9.9M
PNC Financial Services Group, Inc. 0.01% Add +19.1% 29,231 $9.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -8.1% 28,868 $9.7M
CIBC Asset Management Inc 0.03% Add +0.7% 28,785 $9.7M
Pathstone Holdings, LLC 0.04% Reduce -3.9% 27,667 $9.3M
Candriam S.C.A. 0.05% Reduce -3.0% 27,550 $9.3M
Vanguard Personalized Indexing Management, LLC 0.09% Add +4.7% 27,245 $9.2M
Natixis Advisors, LLC 0.01% Add +127.1% 27,060 $9.1M
AQR Capital Management 0.01% Add +56.0% 27,084 $9.1M
SBI Securities Co., Ltd. 0.23% Add +5.3% 26,865 $9.1M
Oddo BHF Asset Management Sas 0.35% Add +3968.2% 26,850 $9.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +8.5% 26,751 $9.0M
Freestone Capital Holdings, LLC 0.28% Add +243.5% 26,635 $9.0M
Group One Trading LLC 0.27% Add +44.1% 26,504 $8.9M
Kestra Private Wealth Services, LLC 0.12% Add +5.7% 26,501 $8.9M
Vident Advisory, LLC 0.09% Add +3.9% 26,065 $8.8M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.8% 26,025 $8.8M
Oregon Public Employees Retirement Fund 0.11% Add +41.1% 25,828 $8.7M
Zweig-DiMenna Associates LLC 0.66% Add +48.0% 25,300 $8.5M
Nissay Asset Management Corp. /Japan 0.05% Add +1.6% 25,112 $8.5M
Fullerton Fund Management Co Ltd. 0.32% New 24,678 $8.3M
Comerica Bank 0.03% Reduce -1.6% 24,594 $8.3M
Mutual of America Capital Management LLC 0.09% Add +1.1% 24,514 $8.3M
State of Alaska, Department of Revenue 0.08% Add +1.6% 24,242 $8.2M
Wellington Management Group LLP 0.00% Reduce -51.8% 23,814 $8.0M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +177.3% 23,766 $8.0M
Tradewinds, LLC. 1.95% New 23,724 $8.0M
DekaBank Deutsche Girozentrale 0.01% No change 24,346 $8.0M
GenTrust, LLC 0.36% Add +37.8% 23,719 $8.0M
Yousif Capital Management, LLC 0.08% Add +0.2% 23,499 $7.9M
Pacer Advisors, Inc. 0.02% Add +35.2% 23,171 $7.8M
D. E. Shaw & Co. 0.01% Reduce -54.3% 23,100 $7.8M
Brevan Howard Capital Management LP 0.11% Reduce -52.1% 22,639 $7.6M
Summit Financial, LLC 0.12% New 22,457 $7.6M
Lord, Abbett & Co. LLC 0.02% Reduce -70.1% 22,431 $7.6M
Mackenzie Financial Corp. 0.01% Add +9.4% 22,423 $7.6M
Strategic Planning Group, LLC 1.02% Add +35.0% 22,393 $7.6M
Foundations Investment Advisors, LLC 0.11% Add +45.5% 22,318 $7.5M
Cerity Partners LLC 0.01% Add +25.4% 22,190 $7.5M
Himension Capital (singapore) Pte. LTD. 0.46% Add +194.4% 22,058 $7.4M
O'shaughnessy Asset Management, LLC 0.04% Add +43.0% 22,007 $7.4M
OP Asset Management Ltd 0.10% Add +2.8% 21,953 $7.4M
Itau Unibanco Holding S.A. 0.24% Add +20.3% 21,271 $7.2M
Swiss Life Asset Management Ltd 0.04% Add +6.8% 21,189 $7.2M
NEOS Investment Management LLC 0.05% Add +38.1% 21,005 $7.1M
Janus Henderson Group PLC 0.00% Reduce -23.2% 20,361 $6.9M
Sierra Summit Advisors LLC 1.04% New 20,302 $6.9M
Ethic Inc. 0.11% Add +15.1% 20,207 $6.8M
Marex Group Ltd 0.08% Add +26.9% 20,100 $6.8M
HRT Financial LP 0.02% New 20,043 $6.8M
Dilation Capital Management LP 3.33% New 19,935 $6.7M
Keebeck Wealth Management 0.79% Add +3.2% 19,735 $6.7M
Tower Research Capital LLC (TRC) 0.18% Reduce -0.1% 19,554 $6.6M
Nwam LLC 0.35% Add +11.0% 18,996 $6.5M
Nordea Investment Management AB 0.01% Add +10.3% 19,296 $6.4M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.20% New 19,000 $6.4M
Ithaka Group LLC 1.09% Reduce -0.1% 18,884 $6.4M
Stratos Wealth Partners, LTD. 0.08% Reduce -18.9% 18,731 $6.3M
Kestra Advisory Services, LLC 0.03% Add +28.4% 18,610 $6.3M
Decker Retirement Planning Inc. 3.45% New 18,575 $6.3M
Fiduciary Alliance LLC 0.42% Add +4.0% 18,379 $6.2M
UniSuper Management Pty Ltd 0.04% Add +12.6% 18,283 $6.2M
D.A. Davidson & Co. 0.04% Add +14.3% 18,278 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +24.7% 16,235 $6.1M
MML Investors Services, LLC 0.02% Reduce -11.5% 18,032 $6.1M
Caprock Group, LLC 0.15% — 19,617 $6.0M
Sage Rhino Capital LLC 1.15% Reduce -17.6% 17,687 $6.0M
Gilder Gagnon Howe & Co. LLC 0.06% Add +1.4% 17,634 $6.0M
NewEdge Advisors, LLC 0.03% Add +28.8% 17,155 $5.8M
Thrivent Financial for Lutherans 0.01% Reduce -7.6% 16,629 $5.6M
B. Metzler seel. Sohn & Co. AG 0.05% Add +13.6% 16,538 $5.6M
Teachers Retirement System of the State of Kentucky 0.04% No change 16,488 $5.6M
Optas, LLC 0.94% Add +77.6% 16,411 $5.5M
Vienna Asset Management LLC 3.29% Add +328.0% 16,364 $5.5M
Polymer Capital Management (US) LLC 0.73% New 16,361 $5.5M
Castleark Management LLC 0.15% Reduce -24.9% 16,310 $5.5M
Gillson Capital LP 0.47% New 16,200 $5.5M
Jane Street Group, LLC 0.01% Reduce -98.2% 15,959 $5.4M
Illinois Municipal Retirement Fund 0.07% Add +143.1% 15,952 $5.4M
Tikvah Management LLC 1.58% New 15,650 $5.3M
Maytus Capital Management, LLC 1.13% Add +17.2% 15,600 $5.3M
Hunting Hill Global Capital, LLC 1.95% Add +18.9% 15,338 $5.2M
Johnson Investment Counsel Inc. 0.04% Reduce -0.3% 15,148 $5.1M
Resolute Capital Asset Partners LLC 2.65% Reduce -17.6% 15,000 $5.1M
Mizuho Securities USA LLC 0.10% Add +12.7% 16,472 $5.1M
LexAurum Advisors, LLC 0.72% Add +13.7% 14,970 $5.1M
Intrinsic Edge Capital Management LLC 0.76% Add +715.1% 14,818 $5.0M
LBP Am SA 0.06% New 14,800 $5.0M
Collar Capital Management, LLC 3.49% Reduce -4.9% 14,695 $5.0M
Corient Private Wealth LP 0.01% Add +13.3% 14,643 $4.9M
Blue Square Asset Management, LLC 2.09% Add +56.5% 14,205 $4.8M
Pinebridge Investments, L.P. 0.04% Add +2186.3% 14,198 $4.8M
Debussy Capital Management LP 0.67% Add +1.6% 14,132 $4.8M
ASR Vermogensbeheer N.V. 0.06% Reduce -0.3% 14,131 $4.8M
Verition Fund Management LLC 0.03% Reduce -36.2% 14,102 $4.8M
Rakuten Securities, Inc. 1.74% Reduce -78.2% 13,987 $4.7M
Advisory Services Network, LLC 0.07% Reduce -4.5% 13,927 $4.7M
Cary Street Partners Financial LLC 0.12% Add +38.0% 13,888 $4.7M
Newlands Management Operations LLC 0.02% No change 13,757 $4.6M
Oppenheimer & Co. Inc. 0.06% Add +8.0% 13,734 $4.6M
Abn Amro Investment Solutions 0.09% Add +36.7% 13,689 $4.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -0.3% 13,646 $4.6M
Sanctuary Advisors, LLC 0.03% Reduce -3.1% 13,534 $4.6M
Sepio Capital, LP 0.27% Add +3.7% 13,314 $4.5M
BOCHK Asset Management Ltd 1.18% Add +285.2% 13,290 $4.5M
Hartford Investment Management Co. 0.14% Add +3.9% 13,248 $4.5M
Kentucky Retirement Systems 0.12% Add +1.6% 13,194 $4.5M
United Capital Management of KS, Inc. 0.60% Add +2.6% 13,141 $4.4M
Venture Visionary Partners LLC 0.15% Add +735.7% 13,096 $4.4M
QRG Capital Management, Inc. 0.05% Reduce -7.6% 13,094 $4.4M
Beacon Pointe Advisors, LLC 0.04% Add +197.4% 13,075 $4.4M
Federation des caisses Desjardins du Quebec 0.02% Add +57.6% 13,060 $4.4M
Soltis Investment Advisors LLC 0.30% Add +0.3% 13,049 $4.4M
Oppenheimer Asset Management Inc. 0.05% Add +1.6% 13,026 $4.4M
ParaFi Capital LP 0.97% Reduce -86.0% 13,001 $4.4M
Vestor Capital, LLC 0.28% Reduce -22.6% 12,877 $4.3M
Mediolanum International Funds Ltd 0.05% Add +207.8% 12,984 $4.3M
GC Wealth Management RIA, LLC 0.14% Add +931.7% 12,793 $4.3M
Joel Isaacson & Co., LLC 0.16% Add +6.0% 12,756 $4.3M
Norinchukin Bank, The 0.06% Add +50.6% 12,695 $4.3M
US Bancorp \de 0.01% Add +36.2% 12,641 $4.3M
Baader Bank Aktiengesellschaft 0.35% Reduce -25.0% 12,448 $4.2M
Steward Partners Investment Advisory, LLC 0.02% Add +25.3% 12,230 $4.1M
HAP Trading, LLC 1.13% — 12,184 $4.1M
Mercer Global Advisors Inc. 0.01% Reduce -2.7% 12,131 $4.1M
United Advisor Group, LLC 0.55% New 12,075 $4.1M
Parallel Advisors, LLC 0.07% Add +13.0% 12,054 $4.1M
SIH Partners, LLLP 0.35% New 12,004 $4.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% Add +50.0% 12,000 $4.0M
Captrust Financial Advisors 0.01% Add +65.8% 11,989 $4.0M
Louisiana State Employees Retirement System 0.07% Add +6.3% 11,900 $4.0M
Sterling Capital Management LLC 0.06% Reduce -6.3% 11,820 $4.0M
Cache Advisors, LLC 0.69% Reduce -18.3% 11,732 $4.0M
Empowered Funds, LLC 0.04% Add +22.7% 11,672 $3.9M
Andra AP-fonden 0.05% Add +69.1% 11,500 $3.9M
Brasada Capital Management, LP 0.66% New 10,676 $3.9M
Fiduciary Financial Group, LLC 0.61% Reduce -0.0% 11,377 $3.8M
KMG Fiduciary Partners, LLC 0.26% Reduce -2.4% 11,350 $3.8M
Walter & Keenan Wealth Management LLC /in/ 1.06% Reduce -10.8% 11,327 $3.8M
Jupiter Asset Management Ltd. 0.03% New 11,297 $3.8M
KG Capital Management 1.02% New 11,037 $3.7M
Caxton Associates LLP 0.10% Reduce -69.4% 11,000 $3.7M
Securian Asset Management, Inc. 0.10% Reduce -1.5% 10,883 $3.7M
Titleist Asset Management, LLC 0.32% Add +99.2% 10,870 $3.7M
Commerce Bank 0.02% Add +3.3% 10,831 $3.7M
Edmond DE Rothschild Holding S.A. 0.06% Reduce -16.2% 10,823 $3.7M
Limestone Investment Advisors LP 1.72% No change 10,800 $3.6M
Grace & Mercy Foundation, Inc. 0.77% No change 10,719 $3.6M
Claar Advisors LLC 1.05% Reduce -0.3% 10,487 $3.5M
Maryland State Retirement & Pension System 0.07% Add +4.6% 10,485 $3.5M
Verdence Capital Advisors LLC 0.20% Reduce -1.3% 9,526 $3.4M
Ardmore Road Asset Management LP 0.22% New 10,000 $3.4M
Divisadero Street Capital Management, LP 0.16% No change 10,000 $3.4M
Infusive Asset Management Inc. 1.54% New 9,952 $3.4M
Silvant Capital Management LLC 0.12% Reduce -38.2% 9,936 $3.4M
Global Retirement Partners, LLC 0.07% Add +94.1% 9,922 $3.3M
Headlands Technologies LLC 0.26% New 9,797 $3.3M
Prudential PLC 0.02% Add +45.8% 9,786 $3.3M
Benjamin Edwards Inc. 0.04% Reduce -15.4% 9,645 $3.3M
Patton Fund Management, Inc. 0.58% Add +658.8% 9,629 $3.2M
New Mexico Educational Retirement Board 0.10% Add +5.5% 9,600 $3.2M
Windle Wealth, LLC 1.45% Add +0.0% 9,570 $3.2M
JT Stratford LLC 0.43% Add +46.0% 9,474 $3.2M
Investment Management Corp of Ontario 0.05% Add +91.5% 9,443 $3.2M
Mutual Advisors, LLC 0.07% Add +251.1% 9,810 $3.2M
Jones Financial Companies LLLP 0.00% Add +301.1% 10,072 $3.1M
M&T Bank Corp 0.01% Reduce -8.3% 9,031 $3.0M
Metis Global Partners, LLC 0.07% Reduce -3.4% 8,839 $3.0M
Pinegrove Venture Partners, LLC 9.39% No change 8,832 $3.0M
Fred Alger Management, LLC 0.01% Reduce -80.3% 8,795 $3.0M
Independent Advisor Alliance 0.07% Add +4.9% 8,498 $2.9M
Daiichi Life Insurance Co., Ltd. 0.07% No change 8,461 $2.9M
Realta Investment Advisors 0.94% Add +26.3% 8,359 $2.8M
Simplicity Wealth,LLC 0.16% Add +484.5% 8,288 $2.8M
Harbour Investments, Inc. 0.06% Add +145.3% 8,238 $2.8M
Thoroughbred Financial Services, LLC 0.17% Reduce -1.2% 8,130 $2.7M
IHT Wealth Management, LLC 0.07% Add +8.6% 8,108 $2.7M
Elevatus Welath Management 0.78% New 8,036 $2.7M
Capitolis Liquid Global Markets LLC 0.02% New 8,000 $2.7M
IFP Advisors, Inc 0.07% Add +0.0% 7,983 $2.7M
Aletheian Wealth Advisors LLC 1.25% Reduce -0.3% 7,978 $2.7M
Lido Advisors, LLC 0.01% Add +31.6% 7,971 $2.7M
AG2R La Mondiale Gestion D'actifs 0.14% No change 7,662 $2.7M
Cwm, LLC 0.01% Reduce -13.2% 7,903 $2.7M
Crossmark Global Holdings, Inc. 0.04% Reduce -2.4% 7,863 $2.7M
Lombard Odier Asset Management (Europe) Ltd 0.20% New 30,000 $2.7M
Federated Hermes, Inc. 0.00% Reduce -96.8% 7,818 $2.6M
Bouvel Investment Partners, LLC 0.80% Add +2.3% 7,771 $2.6M
Fifth Third Bancorp 0.01% Add +42.1% 7,744 $2.6M
Aragon Global Management, LP 0.80% New 7,700 $2.6M
Hancock Whitney Corp. 0.05% Reduce -2.9% 7,632 $2.6M
Equitable Holdings, Inc. 0.02% Add +16.8% 7,621 $2.6M
Orion Porfolio Solutions, LLC 0.02% Reduce -29.5% 7,518 $2.5M
HUB Investment Partners, LLC 0.09% Add +278.2% 7,504 $2.5M
Axiom Investors LLC 0.02% Add +28.2% 7,390 $2.5M
Evelyn Partners Investment Management LLP 0.07% Add +40.5% 7,375 $2.5M
Dymon Asia Capital (singapore) Pte. LTD. 1.00% Add +272.5% 7,364 $2.5M
Allstate Corp. 0.06% New 7,358 $2.5M
Senator Investment Group LP 0.09% Reduce -87.0% 7,350 $2.5M
Encompass More Asset Management 0.47% New 7,261 $2.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +6.9% 7,208 $2.4M
Cobblestone Asset Management LLC 1.11% Reduce -16.6% 7,181 $2.4M
Nilsine Partners, LLC 0.22% Add +1.0% 7,174 $2.4M
Jump Financial, LLC 0.03% Add +101.5% 7,169 $2.4M
HighPoint Advisor Group LLC 0.11% Add +6.5% 7,128 $2.4M
United Capital Financial Advisors, LLC 0.02% Add +19.2% 7,121 $2.4M
Clear Creek Financial Management, LLC 0.21% Add +47.8% 7,121 $2.4M
Insigneo Advisory Services, LLC 0.17% Add +39.3% 7,109 $2.4M
Great Valley Advisor Group, Inc. 0.05% Reduce -19.9% 7,079 $2.4M
Phoenix Financial Ltd. 0.03% Add +15.1% 7,044 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +2.3% 7,011 $2.4M
Burford Brothers, Inc. 1.00% Add +0.3% 6,944 $2.3M
Perigon Wealth Management, LLC 0.05% Reduce -5.8% 6,884 $2.3M
Polymer Capital Management (HK) LTD 0.32% New 6,769 $2.3M
Townsend Asset Management Corp. /NC/ 0.81% New 6,763 $2.3M
Arbor Capital Management Inc. 1.83% Reduce -23.9% 6,388 $2.3M
Choreo, LLC 0.03% Add +19.0% 6,722 $2.3M
K.J. Harrison & Partners Inc 0.32% New 6,000 $2.2M
Ninepoint Partners LP 0.31% Add +7.2% 6,611 $2.2M
Brighton Jones LLC 0.05% Add +2.6% 6,589 $2.2M
Morse Asset Management, Inc 0.45% Add +190.6% 6,586 $2.2M
CTC Alternative Strategies, Ltd. 3.55% Reduce -46.6% 6,528 $2.2M
Grant Private Wealth Management Inc 1.34% New 6,458 $2.2M
GTS Securities LLC 0.08% Add +333.5% 6,438 $2.2M
Western Financial Corp 0.94% New 6,384 $2.2M
Richard W. Paul & Associates, LLC 0.73% Reduce -27.4% 6,364 $2.1M
Huntleigh Advisors, Inc. 0.36% Add +2.7% 6,291 $2.1M
Caisse Des Depots Et Consignations 0.09% New 6,251 $2.1M
OMERS ADMINISTRATION Corp 0.01% No change 6,226 $2.1M
Pursue Wealth Partners LLC 1.14% New 6,164 $2.1M
Intellectus Partners, LLC 0.40% Add +3.2% 6,150 $2.1M
Point72 Europe (London) LLP 0.11% Add +369.2% 6,100 $2.1M
Mufg Securities Americas Inc. 0.13% Add +30.2% 6,099 $2.1M
SteelPeak Wealth, LLC 0.07% Add +155.4% 6,042 $2.0M
CAP Partners, LLC 1.15% Reduce -1.5% 6,017 $2.0M
Callan Family Office, LLC 0.06% Add +16.3% 6,017 $2.0M
Canada Post Corp Registered Pension Plan 0.09% Add +20.2% 6,080 $2.0M
One Wealth Advisors, LLC 0.25% New 5,925 $2.0M
Stablepoint Partners, LLC 0.32% Reduce -11.6% 5,916 $2.0M
Terra Nova Asset Management LLC 1.25% Add +548.5% 5,882 $2.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Add +47.9% 6,270 $2.0M
Farmers Trust Co. 0.34% New 5,857 $2.0M
Rathbones Group PLC 0.01% Add +4.0% 5,778 $2.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +63.3% 24,764 $1.9M
Sequoia Financial Advisors, LLC 0.01% Add +18.7% 5,733 $1.9M
Neville Rodie & Shaw Inc. 0.14% New 5,728 $1.9M
Spahn Wealth & Retirement LLC 1.14% Add +17.9% 5,706 $1.9M
TriaGen Wealth Management LLC 0.49% Add +180.0% 5,612 $1.9M
Resolute Advisors LLC 0.48% No change 5,530 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.12% Add +0.4% 5,530 $1.9M
Gerber, LLC 1.17% No change 5,517 $1.9M
Farringdon Capital, Ltd. 0.47% New 5,515 $1.9M
Prospera Financial Services Inc 0.03% Add +15.3% 5,356 $1.8M
GoalVest Advisory LLC 0.38% New 5,300 $1.8M
Concurrent Investment Advisors, LLC 0.03% Add +45.2% 5,280 $1.8M
Independent Financial Group, LLC 0.04% Reduce -60.6% 5,175 $1.7M
Assetmark, Inc. 0.00% Add +14.9% 5,166 $1.7M
Galaxy Digital Capital Management GP LLC 1.70% Add +10.7% 5,148 $1.7M
Beacon Investment Advisors LLC 0.71% No change 5,111 $1.7M
Arete Wealth Advisors, LLC 0.11% Reduce -21.0% 5,077 $1.7M
Maridea Wealth Management LLC 0.27% Add +5.5% 4,961 $1.7M
Axxcess Wealth Management, LLC 0.04% Reduce -16.0% 5,034 $1.7M
Contravisory Investment Management, Inc. 0.33% New 5,020 $1.7M
Vise Technologies, Inc. 0.06% Reduce -7.3% 5,015 $1.7M
Sphera Management Technology Funds Ltd 0.85% Reduce -6.7% 5,000 $1.7M
Hennessy Advisors Inc. 0.06% Reduce -16.7% 5,000 $1.7M
Spire Wealth Management 0.06% Reduce -6.1% 4,980 $1.7M
Fulton Bank, N.A. 0.06% Reduce -2.9% 4,954 $1.7M
Boyd Watterson Asset Management LLC 0.50% Add +9.8% 4,952 $1.7M
Brown Advisory Inc. 0.00% Reduce -5.0% 4,887 $1.6M
Wellington Shields Capital Management, LLC 0.25% Add +30.2% 4,868 $1.6M
Horizon Investments, LLC 0.02% Add +38.6% 4,859 $1.6M
Virtus Investment Advisers, LLC 0.47% New 4,830 $1.6M
Covenant Asset Management, LLC 0.30% Reduce -0.0% 4,731 $1.6M
Wedmont Private Capital 0.06% Add +31.8% 4,244 $1.6M
Investment House LLC 0.08% Add +121.2% 4,716 $1.6M
Coldstream Capital Management Inc. 0.02% Add +30.8% 4,713 $1.6M
Ballentine Partners, LLC 0.02% Add +2.9% 4,709 $1.6M
Elevation Point Wealth Partners, LLC 0.11% Add +89.1% 4,685 $1.6M
MASTERINVEST Kapitalanlage GmbH 0.15% Add +7.0% 4,661 $1.6M
Argent Capital Management LLC 0.04% New 4,602 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Add +98.1% 4,600 $1.6M
Blackhawk Capital Partners, LLC 0.60% New 4,570 $1.5M
Circle Wealth Management, LLC 0.03% Add +49.2% 4,568 $1.5M
WealthPlan Investment Management, LLC 0.10% New 4,563 $1.5M
Surience Private Wealth LLC 1.45% Add +45.0% 4,531 $1.5M
Cim Investment Management Inc. 0.41% Reduce -50.6% 4,443 $1.5M
CSS LLC 0.26% Add +61.9% 4,440 $1.5M
MUFG Securities EMEA plc 0.04% Add +592.6% 4,329 $1.5M
AdvisorNet Financial, Inc 0.08% Add +1.5% 4,301 $1.5M
Polianta Ltd 0.60% Reduce -17.3% 4,300 $1.5M
J.W. Cole Advisors, Inc. 0.03% Add +1.3% 4,281 $1.4M
Vishria Bird Financial Group, LLC 0.28% Add +48.4% 4,278 $1.4M
Mgo One Seven LLC 0.03% Add +33.6% 4,258 $1.4M
Virtu Financial LLC 0.08% New 4,226 $1.4M
Koss-Olinger Consulting, LLC 0.12% No change 4,065 $1.4M
FNY Investment Advisers, LLC 0.47% Add +124.6% 4,216 $1.4M
Praxis Investment Management Inc. 0.08% Reduce -6.8% 4,174 $1.4M
AlTi Global, Inc. 0.03% Reduce -10.6% 4,173 $1.4M
World Investment Advisors 0.03% Reduce -17.0% 4,157 $1.4M
HB Wealth Management, LLC 0.01% Add +54.0% 4,144 $1.4M
&partners 0.01% Add +32.7% 4,147 $1.4M
Centric Wealth Management 0.31% New 4,029 $1.4M
CV Advisors LLC 0.38% No change 4,092 $1.4M
Moneco Advisors, LLC 0.11% Reduce -0.1% 4,043 $1.4M
Meeder Advisory Services, Inc. 0.06% Add +13.7% 4,042 $1.4M
Chokshi & Queen Wealth Advisors, Inc 0.72% Reduce -51.0% 4,035 $1.4M
Wealthcare Advisory Partners LLC 0.03% Add +41.4% 4,019 $1.4M
Westwood Holdings Group Inc. 0.01% Add +1.3% 4,008 $1.4M
1776 Wealth LLC 0.52% No change 3,977 $1.3M
Impact Partnership Wealth, LLC 0.20% Add +292.4% 3,971 $1.3M
Fortis Group Advisors, LLC 0.23% Reduce -0.6% 3,887 $1.3M
Savvy Advisors, Inc. 0.06% Add +14.6% 3,950 $1.3M
CoreCap Advisors, LLC 0.05% Add +36.6% 3,941 $1.3M
U.S. Capital Wealth Advisors, LLC 0.04% Add +5.0% 3,936 $1.3M
Guggenheim Capital LLC 0.01% Reduce -4.7% 3,832 $1.3M
Monetta Financial Services Inc. 0.90% No change 3,800 $1.3M
Staley Capital Advisers Inc. 0.05% No change 3,800 $1.3M
Vestcor Inc 0.04% No change 3,766 $1.3M
Gladstone Institutional Advisory LLC 0.05% Add +14.6% 3,759 $1.3M
Vinva Investment Management Ltd 0.02% Add +22.2% 3,798 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +44.0% 3,694 $1.2M
Citizens Financial Group Inc. 0.02% Add +12.4% 3,645 $1.2M
Aristotle Atlantic Partners, LLC 0.04% New 3,642 $1.2M
Bokf, NA 0.02% Reduce -3.7% 3,630 $1.2M
Meridian Management Co. 0.33% New 3,617 $1.2M
Oak Thistle LLC 0.19% Reduce -73.7% 3,613 $1.2M
XTX Topco Ltd 0.06% Reduce -79.2% 3,610 $1.2M
Point72 (DIFC) Ltd 0.08% New 3,600 $1.2M
Connective Portfolio Management, LLC 2.12% Reduce -32.1% 3,600 $1.2M
FIL Ltd 0.00% Add +415.6% 3,542 $1.2M
Evelyn Partners Investment Management (Europe) Ltd 0.41% Add +4162.6% 3,538 $1.2M
Joule Financial, LLC 0.36% Add +0.1% 3,518 $1.2M
Atria Investments, Inc 0.01% Add +7.1% 3,473 $1.2M
Tema ETFs LLC 0.10% New 3,439 $1.2M
Planning Directions Inc. 0.60% No change 3,428 $1.2M
Aspen Grove Capital, LLC 0.19% Reduce -11.4% 3,419 $1.2M
Waverly Advisors, LLC 0.01% Add +318.4% 3,406 $1.1M
Sunpointe, LLC 0.41% Add +369.6% 3,358 $1.1M
Farther Finance Advisors, LLC 0.02% Add +51.8% 3,313 $1.1M
Quadrant Capital Group LLC 0.04% Add +5.1% 3,301 $1.1M
CFM Wealth Partners LLC 0.16% New 3,292 $1.1M
Whittier Trust Co. of Nevada Inc. 0.02% Add +1.3% 2,913 $1.1M
Allianz SE 0.02% Add +603.4% 3,271 $1.1M
Atlantic Private Wealth, LLC 0.70% No change 3,229 $1.1M
CMT Capital Markets Trading GmbH 0.45% Reduce -41.9% 3,226 $1.1M
DAVENPORT & Co LLC 0.01% Add +9.7% 3,225 $1.1M
Valeo Financial Advisors, LLC 0.02% Reduce -32.1% 3,223 $1.1M
Regal Investment Advisors LLC 0.07% Add +10.4% 3,213 $1.1M
Signaturefd, LLC 0.02% Add +7.3% 3,210 $1.1M
Pinion Investment Advisors, LLC 0.30% New 3,052 $1.1M
Moneta Group Investment Advisors LLC 0.01% Add +2.1% 3,174 $1.1M
Activest Wealth Management 0.22% Reduce -0.5% 3,162 $1.1M
Allworth Financial LP 0.00% Reduce -2.1% 3,157 $1.1M
Cottage Street Advisors LLC 0.45% No change 3,113 $1.1M
AXS Investments LLC 0.33% Add +4.2% 3,111 $1.0M
Profund Advisors LLC 0.03% Add +16.7% 3,106 $1.0M
Central Pacific Bank - Trust Division 0.13% Add +8.1% 3,082 $1.0M
CreativeOne Wealth, LLC 0.03% Add +28.9% 3,041 $1.0M
Park Avenue Securities LLC 0.01% New 3,028 $1.0M
Jefferies Financial Group Inc. 0.01% Add +138.5% 3,017 $1.0M
Pinkerton Wealth, LLC 0.11% New 3,014 $1.0M
Wilmar Advisors LLC 0.83% Add +20.0% 3,000 $1.0M
Cura Wealth Advisors, LLC 0.39% New 3,000 $1.0M
683 Capital Management, LLC 0.10% New 3,000 $1.0M
Ascentis Independent Advisors 0.17% Reduce -2.4% 2,989 $1.0M
Kingsview Wealth Management, LLC 0.02% Reduce -3.4% 2,971 $1.0M
MAI Capital Management 0.01% Add +8.7% 2,954 $997K
SCS Capital Management LLC 0.01% Reduce -0.4% 2,953 $997K
Wedbush Securities Inc. 0.03% Reduce -3.0% 2,943 $993K
B. Riley Wealth Advisors, Inc. 0.05% Reduce -0.9% 2,932 $990K
Pinnacle Financial Partners Inc 0.02% Add +0.9% 2,928 $988K
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +10.9% 2,912 $983K
Bridgewater Advisors Inc. 0.07% Add +1.2% 3,307 $976K
CenterBook Partners LP 0.05% New 2,847 $961K
NorthCoast Asset Management LLC 0.00% Add +62.7% 2,835 $957K
Gsa Capital Partners LLP 0.08% Add +2.6% 2,829 $955K
DRW Securities, LLC 0.05% Add +113.1% 2,823 $953K
NTV Asset Management LLC 0.10% Add +12.7% 2,818 $951K
Siemens Fonds Invest GmbH 0.05% Add +0.1% 2,810 $948K
Arkadios Wealth Advisors 0.02% Add +25.7% 2,801 $945K
SVB Wealth LLC 0.05% Add +75.7% 2,782 $939K
Boothbay Fund Management, LLC 0.02% Reduce -74.0% 2,777 $937K
Driehaus Capital Management LLC 0.01% Add +2.0% 2,723 $919K
Greenleaf Trust 0.01% Add +20.9% 2,707 $914K
Strategic Blueprint, LLC 0.04% New 2,673 $902K
OneDigital Investment Advisors LLC 0.01% Reduce -6.0% 2,650 $894K
Interchange Capital Partners, LLC 0.17% Reduce -8.3% 2,634 $889K
Audent Global Asset Management, LLC 0.64% New 2,599 $877K
Frank, Rimerman Advisors LLC 0.06% Add +0.3% 2,596 $876K
ING Groep NV 0.00% Reduce -74.7% 2,591 $874K
Bessemer Group Inc. 0.00% Add +122.0% 2,588 $874K
Whitaker-Myers Wealth Managers, LTD. 0.19% New 2,588 $873K
Spirepoint Private Client, LLC 0.09% New 2,588 $873K
Belpointe Asset Management LLC 0.03% Add +10.7% 2,588 $873K
Quantessence Capital LLC 0.28% New 2,575 $869K
Quadrant Private Wealth Management, LLC 0.16% Add +0.2% 2,556 $863K
Meitav Investment House Ltd. 0.01% Add +34.1% 2,513 $848K
Exit Wealth Advisors, LLC. 0.56% — 2,500 $844K
Militia Capital Partners, LP 0.39% Add +66.7% 2,500 $844K
Nvwm, LLC 0.19% Reduce -0.5% 2,499 $843K
Rwa Wealth Partners, LLC 0.01% Reduce -1.9% 2,490 $840K
Paradiem, LLC 0.20% New 2,485 $839K
Brookstone Capital Management 0.01% Add +4.3% 2,469 $833K
Global Assets Advisory, LLC 0.25% Reduce -14.1% 2,464 $832K
CWA Asset Management Group, LLC 0.03% Reduce -76.5% 2,444 $825K
Keystone Wealth Services, LLC 0.18% Add +25.1% 2,423 $818K
Accurate Wealth Management, LLC 0.11% Reduce -5.5% 2,391 $817K
Kingswood Wealth Advisors, LLC 0.05% Add +41.8% 2,407 $812K
Trust Asset Management LLC 0.06% No change 2,389 $806K
Merit Financial Group, LLC 0.01% Add +52.7% 2,376 $802K
AE Wealth Management LLC 0.01% Add +40.9% 2,357 $795K
Transcend Capital Advisors, LLC 0.06% Reduce -1.5% 2,357 $795K
Arkos Global Advisors 0.10% Add +64.0% 2,344 $791K
Pallas Capital Advisors LLC 0.03% Reduce -11.9% 2,344 $791K
Forum Financial Management, LP 0.01% Add +8.4% 2,340 $790K
NorthRock Partners, LLC 0.01% Add +16.1% 2,335 $788K
Pinnbrook Capital Management LP 0.14% New 2,304 $778K
Cinctive Capital Management LP 0.04% New 2,285 $771K
Visionary Wealth Advisors 0.04% Add +77.7% 2,278 $769K
Dimension Capital Management LLC 0.11% Reduce -1.6% 2,275 $768K
Groupama Asset Managment 0.01% New 2,272 $767K
Glenmede Investment Management, LP 0.00% Add +23.4% 2,255 $761K
Octahedron Capital Management L.P. 0.43% New 2,250 $759K
Wellington Shields & Co., LLC 0.20% Add +44.5% 2,247 $758K
Traynor Capital Management, Inc. 0.04% Add +124.5% 2,243 $757K
Waratah Capital Advisors Ltd. 0.05% New 2,240 $756K
Flagship Harbor Advisors, LLC 0.03% Add +2.0% 2,229 $752K
Keystone Financial Group 0.06% Reduce -7.0% 2,221 $750K
Silvercrest Asset Management Group LLC 0.00% No change 2,208 $745K
GAMMA Investing LLC 0.04% Add +45.5% 2,202 $743K
Stegent Equity Advisors, Inc. 0.60% Reduce -22.2% 2,194 $740K
Everhart Financial Group, Inc. 0.07% Add +4.4% 2,183 $737K
Snowden Capital Advisors LLC 0.02% Add +2.3% 2,183 $737K
Keybank National Association 0.00% Reduce -4.7% 2,171 $733K
Agf Management Ltd. 0.00% Add +39.2% 2,163 $730K
Savant Capital, LLC 0.00% Add +11.7% 2,153 $727K
Ellevest, Inc. 0.10% Reduce -8.1% 2,151 $726K
Centaurus Financial, Inc. 0.03% Add +88.2% 2,143 $723K
Pilgrim Partners Asia Pte Ltd 0.32% — 2,133 $720K
Archford Capital Strategies, LLC 0.09% Reduce -0.5% 2,133 $720K
Lee Johnson Capital Management, LLC 0.24% Add +8.2% 2,132 $720K
Western Wealth Management, LLC 0.04% Add +27.7% 2,131 $719K
Calamos Wealth Management LLC 0.03% New 2,116 $714K
Formidable Asset Management, LLC 0.11% Add +33.5% 2,030 $711K
Banque Cantonale Vaudoise 0.03% Add +0.6% 2,104 $711K
Oak Ridge Investments LLC 0.05% Add +0.2% 2,098 $708K
Unique Wealth Strategies, LLC 0.28% New 2,087 $704K
Plato Investment Management Ltd 0.05% Reduce -18.4% 2,099 $703K
Engineers Gate Manager LP 0.01% Add +264.2% 2,083 $703K
Ameritas Investment Partners, Inc. 0.02% Add +3.3% 2,061 $696K
Sowell Financial Services LLC 0.03% Add +59.7% 2,058 $695K
Convergence Financial, LLC 0.10% No change 2,050 $692K
Sigma Planning Corp 0.02% Add +10.2% 2,039 $688K
Chesapeake Capital Corp. 0.61% — 2,023 $683K
Dynamic Advisor Solutions LLC 0.02% Add +101.7% 2,015 $680K
Cigna Investments Inc. 0.10% Reduce -1.0% 2,004 $677K
Composition Wealth, LLC 0.01% Add +8.3% 2,005 $677K
Shell Asset Management Co. 0.07% Reduce -31.6% 1,999 $675K
South Dakota Investment Council 0.01% Reduce -9.1% 2,000 $675K
Credit Capital Investments LLC 0.75% No change 2,000 $675K
Azzad Asset Management Inc. 0.07% Reduce -3.7% 1,991 $672K
Outfitters Financial LLC 0.54% New 1,990 $672K
TrueWealth Advisors, LLC 0.18% New 1,989 $671K
Jacobi Capital Management LLC 0.04% Add +1.3% 1,984 $670K
Meiji Yasuda Life Insurance Co 0.02% New 1,970 $665K
Sagespring Wealth Partners, LLC 0.01% Add +10.3% 1,956 $660K
AlphaCore Capital LLC 0.02% Add +13.4% 1,949 $658K
Net Worth Advisory Group 0.19% Reduce -10.9% 1,945 $657K
Westmount Partners, LLC 0.17% Add +16.0% 1,896 $656K
Mayflower Financial Advisors, LLC 0.08% Add +1.1% 1,927 $650K
Ausdal Financial Partners, Inc. 0.03% Add +52.1% 1,918 $647K
Pier 88 Investment Partners LLC 0.71% Reduce -44.5% 1,910 $645K
Diversified Trust Co. 0.01% Reduce -16.9% 1,896 $640K
IPG Investment Advisors LLC 0.11% Reduce -52.9% 1,881 $635K
Partners Capital Investment Group, LLP 0.02% No change 1,858 $627K
Capital Management Associates 0.93% New 1,850 $624K
Smartleaf Asset Management LLC 0.04% Add +91.5% 1,859 $621K
Zions Bancorporation, National Association 0.03% Add +866.8% 1,837 $620K
Strategic Wealth Partners, Ltd. 0.05% Reduce -34.3% 1,829 $617K
Main Street Financial Solutions, LLC 0.04% Reduce -37.1% 1,827 $617K
RMR Wealth Builders 0.05% Add +5.5% 1,821 $615K
EverSource Wealth Advisors, LLC 0.02% Add +3.2% 1,818 $613K
X-Square Capital, LLC 0.19% Reduce -39.8% 1,815 $613K
DeDora Capital, Inc. 0.15% Add +5.2% 1,811 $611K
Avior Wealth Management, LLC 0.02% Add +12.1% 1,810 $611K
Fifth Third Wealth Advisors LLC 0.02% Add +19.1% 1,805 $609K
International Assets Investment Management, LLC 0.05% No change 1,811 $607K
NFSG Corp 0.09% Reduce -42.1% 1,785 $602K
Emerald Advisers, LLC 0.02% Reduce -23.5% 1,780 $601K
Los Angeles Capital Management LLC 0.00% Reduce -94.6% 1,771 $598K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -4.1% 1,771 $598K
Aaron Wealth Advisors LLC 0.04% Add +74.6% 1,769 $597K
Journey Strategic Wealth LLC 0.02% Reduce -0.3% 1,752 $591K
Vicus Capital 0.04% New 1,747 $590K
TrinityBridge Ltd 0.01% Add +5710.0% 1,743 $588K
Jeppson Wealth Management, LLC 0.19% Reduce -1.5% 1,739 $587K
Montag A & Associates Inc. 0.03% Reduce -24.6% 1,730 $584K
Williams & Novak, LLC 0.45% New 1,723 $582K
Simon Quick Advisors, LLC 0.03% Add +14.1% 1,721 $581K
Harbor Investment Advisory, LLC 0.05% Add +317.1% 1,710 $577K
Westshore Wealth, LLC 0.20% Reduce -0.6% 1,694 $572K
Requisite Capital Management, LLC 0.10% Add +2.8% 1,691 $571K
Dakota Wealth Management 0.01% New 1,684 $568K
Mount Lucas Management LP 0.26% Reduce -7.2% 1,678 $566K
Premier Path Wealth Partners, LLC 0.07% Add +26.4% 1,664 $562K
Columbia Advisory Partners LLC 0.39% Add +15.2% 1,650 $557K
MSH Capital Advisors LLC 0.15% No change 1,629 $550K
Carter Financial Group, INC. 0.33% Add +1.4% 1,628 $549K
Money Concepts Capital Corp. 0.03% New 1,621 $547K
Bryce Point Capital, LLC 0.66% Reduce -22.7% 1,613 $544K
Ritholtz Wealth Management 0.01% Add +128.3% 1,600 $540K
Westerkirk Capital Inc. 0.06% Reduce -52.5% 1,599 $540K
Commerzbank Aktiengesellschaft 0.01% Add +4.3% 1,595 $539K
Elyxium Wealth, LLC 0.19% Add +1.5% 1,594 $538K
Copperleaf Capital, LLC 0.26% New 1,588 $536K
Berger Financial Group, Inc 0.03% Reduce -4.9% 1,567 $529K
Main Street Research LLC 0.03% Add +0.2% 1,553 $524K
Capital Advisors Wealth Management, LLC 0.07% Add +2.0% 1,549 $523K
World Equity Group, Inc. 0.12% Add +14.9% 1,534 $518K
Evergreen Capital Management LLC 0.01% Add +7.7% 1,527 $515K
Portland Investment Counsel Inc. 0.14% New 1,526 $515K
Yarbrough Capital, LLC 0.02% Add +149.8% 1,524 $514K
Parsons Capital Management Inc. 0.03% New 1,518 $512K
Optimize Financial Inc. 0.27% Reduce -14.2% 1,510 $510K
Pacific Point Advisors, LLC 0.30% Reduce -25.0% 1,500 $506K
Private Wealth Partners, LLC 0.04% New 1,500 $506K
Sovran Advisors, LLC 0.04% Add +4.8% 1,536 $505K
Ionic Capital Management LLC 0.63% Add +24.5% 1,494 $504K
Wealthspire Advisors, LLC 0.00% Add +41.1% 1,492 $503K
Meiji Yasuda Asset Management Co Ltd. 0.02% New 1,479 $499K
Abich Financial Wealth Management LLC 0.18% — 1,476 $498K
Geneos Wealth Management Inc. 0.01% Reduce -19.7% 1,471 $496K
Vantage Financial Partners, LLC 0.10% Reduce -12.0% 1,466 $495K
Dark Forest Capital Management LP 0.02% New 1,463 $494K
Rossby Financial, LCC 0.16% Add +74.8% 1,425 $493K
Capital Investment Advisors, LLC 0.01% Reduce -8.7% 1,455 $491K
SeaCrest Wealth Management, LLC 0.05% Reduce -19.2% 1,267 $491K
Larson Financial Group LLC 0.02% Add +19.8% 1,448 $489K
Innovative Advisory Group, LLC 0.32% Reduce -3.4% 1,444 $487K
Sapient Capital LLC 0.01% New 1,455 $486K
PFG Investments, LLC 0.03% Add +13.5% 1,438 $485K
Gentry Private Wealth, LLC 0.34% New 1,436 $485K
State of Wyoming 0.06% New 1,430 $483K
UMB Bank, n.a. 0.01% Add +541.6% 1,418 $479K
Lighthouse Investment Partners, LLC 0.02% New 1,415 $478K
Rockline Wealth Management, LLC 0.10% No change 1,414 $477K
Accuvest Global Advisors 0.30% Add +134.9% 1,414 $477K
Alps Advisors Inc. 0.00% Reduce -26.7% 1,409 $476K
Focus Financial Network, Inc. 0.02% Reduce -47.9% 1,408 $475K
C M Bidwell & Associates Ltd. 0.23% Reduce -25.1% 1,402 $473K
Level Four Advisory Services, LLC 0.02% Reduce -77.4% 1,378 $465K
HBK Sorce Advisory LLC 0.01% Add +10.7% 1,380 $464K
Koshinski Asset Management, Inc. 0.03% Add +0.6% 1,368 $462K
KCM Investment Advisors LLC 0.01% Add +136.7% 1,368 $462K
Dynasty Wealth Management, LLC 0.01% New 1,358 $458K
Arrowroot Family Office, LLC 0.18% New 1,353 $457K
Cadent Capital Advisors, LLC 0.12% Reduce -57.4% 1,348 $455K
Harfst & Associates, Inc. 0.08% New 1,347 $455K
2UniFi Bank 0.23% No change 1,345 $454K
Independent Solutions Wealth Management, LLC 0.08% New 1,339 $452K
Q3 Asset Management 0.15% New 1,334 $450K
Fi3 FINANCIAL ADVISORS, LLC 0.15% Add +3.6% 1,323 $446K
Vigilare Wealth Management 0.15% Add +4.5% 1,320 $445K
Tocqueville Asset Management L.P. 0.01% New 1,320 $445K
Brooklyn Investment Group 0.06% Reduce -1.0% 1,260 $445K
CIBC Private Wealth Group LLC 0.00% Add +20.0% 1,319 $445K
Enclave Advisors LLC 0.07% New 1,307 $441K
Evercore Wealth Management, LLC 0.01% Reduce -51.0% 1,302 $439K
Howard Capital Management, LLC 0.01% Add +2.9% 1,284 $433K
Salem Investment Counselors Inc. 0.01% Add +1408.2% 1,282 $433K
Armstrong, Fleming & Moore, Inc 0.21% Add +36.5% 1,280 $432K
Red Door Wealth Management, LLC 0.05% Add +1.4% 1,279 $432K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -8.4% 1,277 $431K
Silver Oak Securities, Incorporated 0.03% Add +0.2% 1,273 $430K
Groupe la Francaise 0.01% Add +2896.0% 1,498 $426K
Clarius Group, LLC 0.03% Add +11.0% 1,255 $424K
Coppell Advisory Solutions LLC 0.04% New 1,267 $423K
Chicago Partners Investment Group LLC 0.01% Add +8.9% 1,189 $422K
Emerald Mutual Fund Advisers Trust 0.02% Add +58.0% 1,251 $422K
Cascade Financial Partners, LLC 0.05% New 1,250 $422K
Waterloo Capital, L.P. 0.03% Reduce -5.4% 1,235 $417K
Ewa, LLC 0.12% Add +4.8% 1,234 $416K
Clare Market Investments LLC 0.08% Reduce -51.6% 1,234 $416K
Sage Advisors, LLC 0.30% Reduce -8.2% 1,232 $416K
Silverleafe Capital Partners, LLC 0.13% New 1,231 $415K
Norden Group LLC 0.04% Add +83.8% 1,228 $414K
Avid Wealth Partners LLC 0.21% Add +9.7% 1,227 $414K
Prairie Wealth Advisors, Inc. 0.17% Reduce -0.1% 1,226 $414K
Mountain Capital Investment Advisors Inc. 0.07% Add +1.7% 1,187 $411K
CRA Financial Services, LLC 0.06% Reduce -15.9% 1,215 $410K
Shelton Capital Management 0.01% Add +92.7% 1,210 $408K
Oxinas Partners, LLC 0.22% Add +10.2% 1,209 $408K
Aptus Capital Advisors, LLC 0.00% Add +37.9% 1,208 $408K
Certior Financial Group, LLC 0.28% No change 1,202 $406K
GFS Advisors, LLC 0.05% No change 1,200 $405K
Peapack Gladstone Financial Corp. 0.01% Reduce -7.4% 1,193 $403K
Crestwood Advisors Group, LLC 0.01% Add +19.8% 1,188 $401K
Plancorp, LLC 0.01% Reduce -2.2% 1,187 $401K
Florida Trust Wealth Management Co 0.01% New 1,182 $399K
Cladis Investment Advisory, LLC 0.23% New 1,175 $397K
Ancora Advisors LLC 0.01% Add +4.5% 1,174 $396K
Ascent Group, LLC 0.01% No change 1,173 $396K
Pitcairn Co. 0.03% Reduce -2.3% 1,168 $394K
Mma Asset Management LLC 0.13% New 1,162 $392K
Eagle Global Advisors LLC 0.01% Add +52.6% 1,160 $391K
Whalen Wealth Management Inc. 0.23% New 1,157 $390K
Watershed Private Wealth LLC 0.12% No change 1,154 $389K
CI Investments Inc. 0.00% Reduce -6.9% 1,149 $388K
Personal Cfo Solutions, LLC 0.07% Add +1.3% 1,147 $387K
Generali Investments, Management Co LLC 0.08% No change 1,140 $385K
Cornerstone Wealth Management, LLC 0.02% Add +22.7% 1,136 $383K
Chilton Investment Co. Inc. 0.01% Reduce -0.1% 1,132 $382K
One Wealth Map LLC 0.20% No change 1,200 $382K
Chickasaw Capital Management LLC 0.02% No change 1,125 $380K
New England Research & Management, Inc. 0.17% New 1,125 $380K
Lauterbach Financial Advisors, LLC 0.19% No change 1,113 $376K
Huntington National Bank 0.00% Add +14.0% 1,107 $374K
Eisler Capital Management Ltd. 0.01% Reduce -94.7% 1,109 $371K
DDD Partners, LLC 0.02% New 1,093 $369K
Westpac Banking Corp. 0.02% No change 1,087 $367K
Alta Advisers Ltd 0.11% No change 1,086 $367K
Crosspoint Financial, LLC 0.90% Reduce -6.1% 1,083 $366K
Integrated Advisors Network LLC 0.02% Reduce -1.8% 1,075 $363K
Congress Asset Management Co. 0.00% New 1,070 $361K
Pettinga Financial Advisors LLC 0.07% Reduce -19.7% 1,061 $358K
Castle Rock Wealth Management, LLC 0.08% Add +9.3% 967 $356K
SageView Advisory Group, LLC 0.01% Add +36.3% 1,055 $356K
Childress Capital Advisors, LLC 0.06% Add +9.0% 1,050 $354K
Stephens Inc. 0.00% No change 1,050 $354K
Capital Advisors Inc. 0.01% Add +15.5% 1,044 $352K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +3.4% 1,040 $351K
Moors & Cabot, Inc. 0.02% Add +10.7% 1,039 $351K
Arax Advisory Partners 0.01% Add +53.7% 1,016 $349K
Focus Partners Advisor Solutions, LLC 0.00% New 1,053 $348K
Csenge Advisory Group 0.02% Add +10.4% 1,030 $348K
West Family Investments, Inc. 0.08% Add +3.3% 1,029 $347K
SP Asset Management LLC 0.03% No change 1,028 $347K
Laidlaw Wealth Management LLC 0.82% Reduce -54.7% 1,023 $345K
Ashton Thomas Private Wealth, LLC 0.01% Add +27.2% 1,019 $344K
Capstone Investment Advisors, LLC 0.00% Reduce -95.2% 1,012 $342K
Entropy Technologies, LP 0.03% Reduce -70.4% 1,006 $340K
Quotient Wealth Partners, LLC 0.01% Add +25.2% 1,005 $339K
Hantz Financial Services, Inc. 0.01% Add +20.6% 1,003 $339K
Firsthand Capital Management, Inc. 0.57% No change 1,000 $337K
Left Brain Wealth Management, LLC 0.11% New 1,000 $337K
Bramshill Investments, LLC 0.02% New 1,000 $337K
Welch Group, LLC 0.01% No change 1,000 $337K
Gateway Investment Advisers LLC 0.00% New 1,000 $337K
Ceeto Capital Group, LLC 0.10% New 1,000 $337K
Bollard Group LLC 0.01% No change 1,000 $337K
Modern Wealth Management, LLC 0.01% New 995 $336K
IFG Advisory, LLC 0.02% Add +10.7% 983 $332K
Blue Trust, Inc. 0.00% Add +73.2% 977 $330K
Conning Inc. 0.01% New 975 $329K
LaSalle St. Investment Advisors, LLC 0.06% New 977 $329K
Perennial Investment Advisors, LLC 0.03% Reduce -9.3% 971 $328K
Dover Advisors, LLC 0.13% Reduce -10.0% 967 $326K
L2 Asset Management, LLC 0.05% Add +5.0% 965 $326K
VestGen Advisors, LLC 0.01% Add +23.6% 962 $325K
Eaton Financial Holdings Company, LLC 0.09% New 960 $324K
Compass Ion Advisors, LLC 0.03% Reduce -7.1% 949 $320K
LeConte Wealth Management, LLC 0.21% Add +11.4% 948 $320K
Claris Financial LLC 0.18% New 944 $319K
Fox Hill Wealth Management 0.15% Add +1.7% 942 $318K
Radnor Capital Management, LLC 0.05% New 940 $317K
Tradition Wealth Management, LLC 0.02% Add +4.0% 933 $315K
Americana Partners, LLC 0.01% New 926 $313K
Triumph Capital Management 0.08% New 925 $312K
StoneX Group Inc. 0.01% Reduce -53.2% 922 $311K
Inspire Investing, LLC 0.03% Add +14.4% 921 $311K
Proficio Capital Partners LLC 0.02% Reduce -46.8% 915 $309K
Brown Brothers Harriman & Co. 0.00% Add +85.3% 910 $307K
Tsfg, LLC 0.05% Add +12.3% 910 $307K
Smith, Moore & Co. 0.02% Add +13.1% 907 $306K
Heck Capital Advisors, LLC 0.02% New 905 $305K
Reyes Financial Architecture, Inc. 0.21% Reduce -4.4% 905 $305K
Stratos Wealth Advisors, LLC 0.01% New 904 $305K
Scotia Capital Inc. 0.00% Add +22.7% 904 $305K
Cooper Financial Group 0.03% Add +17.3% 903 $305K
Regions Financial Corp. 0.00% Add +12.0% 903 $305K
Patriot Financial Group Insurance Agency, LLC 0.04% New 900 $304K
Oxford Financial Group, LTD. LLC 0.02% New 898 $303K
Ridgewood Investments LLC 0.13% Reduce -22.1% 896 $302K
Brandywine Oak Private Wealth LLC 0.03% No change 891 $301K
Principal Securities, Inc. 0.00% Reduce -0.1% 884 $298K
Apollon Wealth Management, LLC 0.01% Add +48.4% 880 $297K
Daymark Wealth Partners, LLC 0.01% Add +20.6% 878 $296K
JFG Wealth Management, LLC 0.06% Add +2.1% 874 $295K
KERR FINANCIAL PLANNING Corp 0.41% — 1,095 $294K
Fiducient Advisors LLC 0.03% No change 868 $293K
Fidelis Capital Partners, LLC 0.02% Add +21.3% 866 $292K
Joseph P. Lucia & Associates, LLC 0.11% Add +31.6% 862 $291K
PDS Planning, Inc 0.02% Reduce -2.9% 860 $290K
Delta Investment Management, LLC 0.05% Add +4.4% 854 $288K
Focused Wealth Management, Inc 0.03% Reduce -6.8% 845 $285K
Lake Hills Wealth Management, LLC 0.15% New 844 $285K
Carnegie Investment Counsel 0.01% Add +7.7% 837 $282K
Holderness Investments Co. 0.06% Add +14.7% 835 $282K
Sage Mountain Advisors LLC 0.02% Add +25.5% 832 $281K
Moss Adams Wealth Advisors LLC 0.02% Add +2.5% 831 $280K
Keel Point, LLC 0.02% Add +32.2% 829 $280K
One Capital Management, LLC 0.01% Reduce -4.5% 827 $279K
Avantax Planning Partners, Inc. 0.01% New 823 $278K
Founders Financial Securities LLC 0.02% Reduce -1.8% 818 $276K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -7.2% 816 $275K
Curi Capital, LLC 0.01% Add +22.5% 810 $273K
Kensington Investment Counsel, LLC 0.11% Add +7.0% 808 $273K
TCP Asset Management, LLC 0.05% Reduce -4.9% 795 $268K
LS Investment Advisors, LLC 0.04% New 787 $266K
Blueshift Asset Management, LLC 0.08% New 786 $265K
Sivia Capital Partners, LLC 0.07% Reduce -3.4% 785 $265K
Means Investment Co., Inc. 0.02% Reduce -1.0% 784 $265K
Klingenstein Fields & Co. LP 0.01% Reduce -6.3% 784 $265K
Dagco, Inc. 0.07% New 780 $263K
KRS Capital Management, LLC 0.16% New 777 $262K
Fielder Capital Group LLC 0.06% Add +28.5% 776 $262K
Crescent Grove Advisors, LLC 0.03% Reduce -0.4% 774 $261K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 771 $260K
Acorn Financial Advisory Services Inc. 0.04% No change 768 $259K
Earned Wealth Advisors, LLC 0.04% Add +13.5% 766 $259K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 766 $259K
Whalerock Point Partners, LLC 0.05% No change 765 $258K
Evoke Wealth, LLC 0.01% Add +25.3% 764 $258K
Resonant Capital Advisors, LLC 0.01% Reduce -21.1% 763 $258K
Shelton Wealth Management, LLC 0.12% Add +4.5% 758 $256K
Twin Peaks Wealth Advisors, LLC 0.09% Add +0.4% 757 $256K
Werba Rubin Papier Wealth Management 0.04% No change 753 $254K
Ironsides Asset Advisors, LLC 0.07% New 750 $253K
Cranbrook Wealth Management, LLC 0.05% Reduce -15.9% 750 $253K
Avidian Wealth Enterprises, LLC 0.01% New 750 $253K
Alamea Verwaltungs GmbH 0.17% Add +13.3% 748 $252K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.13% Reduce -6.9% 745 $251K
HM Payson & Co. 0.00% Add +0.1% 743 $251K
Abundance Wealth Counselors 0.04% Add +0.1% 743 $251K
Family Investment Center, Inc. 0.05% New 742 $250K
EagleClaw Capital Managment, LLC 0.03% No change 740 $250K
Inspire Advisors, LLC 0.02% Add +1.1% 721 $243K
Private Trust Co. NA 0.02% Add +1180.4% 717 $242K
Drive Wealth Management, LLC 0.05% New 717 $242K
Waterfront Wealth Inc. 0.05% Add +4.8% 760 $241K
Founders Financial Alliance, LLC 0.05% New 715 $241K
Hubbell Strickland Wealth Management, LLC 0.10% No change 711 $240K
McAdam, LLC 0.01% Reduce -46.6% 710 $240K
TCI Wealth Advisors, Inc. 0.01% Add +8.9% 697 $235K
Syon Capital LLC 0.01% Add +1.5% 693 $234K
CX Institutional 0.01% Add +36.6% 690 $233K
Summit Securities Group LLC 0.08% Add +385.9% 690 $233K
Certuity, LLC 0.02% New 688 $232K
Prelude Capital Management, LLC 0.02% Reduce -54.2% 690 $232K
Berkshire Asset Management LLC 0.01% Reduce -1.4% 681 $230K
Riverview Capital Advisers, LLC 0.07% New 678 $229K
Strategic Financial Services, Inc. 0.01% Add +0.1% 676 $228K
Patten Group, Inc. 0.04% New 673 $227K
Consolidated Capital Management, LLC 0.08% New 672 $227K
Romano Brothers and Company 0.03% No change 672 $227K
Bill Few Associates, Inc. 0.06% No change 669 $226K
Sterling Investment Advisors, Ltd. 0.04% No change 665 $224K
Revisor Wealth Management LLC 0.08% No change 579 $224K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -1.8% 664 $224K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 661 $223K
Clearstead Advisors, LLC 0.00% Reduce -22.6% 660 $223K
Magnolia Capital Advisors LLC 0.06% Reduce -20.2% 657 $222K
Leavell Investment Management, Inc. 0.01% Add +0.5% 654 $221K
New Republic Capital, LLC 0.07% Add +8.0% 650 $219K
Advisor OS, LLC 0.02% Reduce -1.5% 649 $219K
Two Sigma Securities, LLC 0.03% Add +12.3% 648 $219K
MassMutual Private Wealth & Trust, FSB 0.01% Add +53.0% 647 $218K
Modera Wealth Management, LLC 0.00% Reduce -5.6% 646 $218K
Wilmington Savings Fund Society, FSB 0.01% Reduce -73.6% 645 $218K
TSA Wealth Managment LLC 0.07% Add +0.2% 644 $217K
Sentry Investment Management LLC 0.14% Reduce -28.4% 561 $217K
Citrine Capital LLC 0.10% Reduce -7.1% 639 $216K
GR Financial Group, LLC 0.05% New 633 $214K
Instrumental Wealth, LLC 0.15% Add +11.4% 647 $213K
FAS Wealth Partners, Inc. 0.01% Add +0.2% 629 $212K
Ameritas Advisory Services, LLC 0.01% Reduce -3.7% 624 $211K
Benchmark Financial Wealth Advisors, LLC 0.06% Add +3.2% 619 $209K
Frisch Financial Group, Inc. 0.05% No change 619 $209K
Wellspring Financial Advisors, LLC 0.02% Add +6.9% 618 $209K
Johnson Financial Group, Inc. 0.01% Reduce -27.4% 613 $207K
CYBER HORNET ETFs LLC 0.13% Add +4.3% 612 $207K
GPS Wealth Strategies Group, LLC 0.02% Add +18.4% 611 $206K
Richmond Investment Services, LLC 0.04% Add +5.4% 607 $205K
Vista Investment Partners LLC 0.06% No change 606 $205K
Victory Financial Group, LLC 0.03% New 603 $204K
Sfmg, LLC 0.01% New 600 $203K
MGB Wealth Management, LLC 0.06% New 600 $202K
Atlantic Edge Private Wealth Management, LLC 0.05% Add +4.3% 600 $202K
NWF Advisory Services Inc. 0.02% Add +3.5% 600 $202K
Nemes Rush Group LLC 0.02% No change 598 $202K
True Freedom Investing, LLC 0.07% New 594 $200K
Westside Investment Management, Inc. 0.03% Add +27.6% 583 $199K
Indiana Trust & Investment Management Co 0.06% Add +26.9% 590 $199K
HHM Wealth Advisors, LLC 0.02% Add +889.8% 584 $197K
Venturi Wealth Management, LLC 0.01% New 584 $197K
Arlington Trust Co LLC 0.04% No change 578 $195K
St Germain D J Co. Inc. 0.01% Add +1184.4% 578 $195K
Lazard Asset Management LLC 0.00% Reduce -85.7% 577 $195K
Carmignac Gestion 0.00% New 559 $189K
Spirit of America Management Corp. 0.04% Add +22.2% 550 $186K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 550 $185K
SRH Advisors, LLC 0.05% Add +9.0% 545 $184K
Ascentis Wealth Management, LLC 0.04% Add +150.2% 533 $180K
Financial Freedom, LLC 0.09% Reduce -20.1% 527 $178K
Ostrum Asset Management 0.01% Reduce -2.8% 527 $178K
Manchester Capital Management LLC 0.02% Add +52.4% 515 $174K
Financial Perspectives, Inc 0.05% Add +4.1% 513 $173K
Steph & Co. 0.05% Add +52.9% 506 $171K
Creative Financial Designs Inc. 0.01% Add +50.0% 501 $169K
Fairman Group, LLC 0.14% No change 500 $169K
Lanark Financial, Inc. 0.01% Add +3983.3% 490 $165K
Concord Wealth Partners 0.02% Reduce -11.9% 473 $160K
Center for Financial Planning, Inc. 0.02% Reduce -39.3% 464 $157K
Strategic Advocates LLC 0.04% New 461 $156K
JTC Employer Solutions Trustee Ltd 0.01% Add +33.9% 458 $154K
Avion Wealth 0.03% Add +0.2% 445 $150K
Parkside Financial Bank & Trust 0.01% Add +1.5% 407 $137K
Versant Capital Management, Inc 0.02% Add +9.5% 403 $136K
RMG Wealth Management LLC 0.02% Add +69.7% 426 $134K
Armstrong Advisory Group, Inc. 0.01% No change 378 $128K
Hemington Wealth Management 0.02% Add +4.8% 369 $124K
Cromwell Holdings LLC 0.07% Add +41.5% 365 $123K
Caitlin John, LLC 0.09% New 365 $123K
Sunbelt Securities, Inc. 0.01% Reduce -55.0% 360 $121K
Hollencrest Capital Management 0.00% Reduce -74.5% 359 $121K
Evelyn Partners Investment Management Services Ltd 0.02% Add +501.7% 355 $120K
Motco 0.01% No change 350 $118K
Acadian Asset Management LLC 0.00% Add +22.1% 353 $118K
SJS Investment Consulting Inc. 0.02% No change 332 $112K
Aventura Private Wealth, LLC 0.04% Add +4.8% 325 $110K
Hoey Investments, Inc. 0.01% Add +3.5% 323 $109K
Capital Advisors, Ltd. LLC 0.01% No change 323 $109K
Marathon Trading Investment Management LLC 0.05% Reduce -66.0% 321 $108K
LFA - Lugano Financial Advisors SA 0.05% No change 308 $104K
Golden State Wealth Management, LLC 0.01% Add +1.0% 307 $104K
Estabrook Capital Management 0.01% Reduce -24.8% 303 $102K
Compagnie Lombard Odier SCmA 0.00% Reduce -16.7% 300 $101K
Bradley & Co. Private Wealth Management, LLC 0.05% No change 284 $96K
Coston, McIsaac & Partners 0.02% Add +37.5% 275 $92K
Gould Capital, LLC 0.06% No change 267 $90K
Perkins Coie Trust Co 0.02% Add +6.8% 267 $90K
CVA Family Office, LLC 0.01% Add +12.3% 264 $89K
Atlantic Union Bankshares Corp 0.00% Add +526.2% 263 $89K
Sound Income Strategies, LLC 0.00% No change 226 $87K
Medallion Wealth Advisors, LLC 0.03% Reduce -1.9% 254 $86K
HighMark Wealth Management LLC 0.04% No change 253 $85K
Highline Wealth Partners LLC 0.02% Add +82.5% 250 $84K
E Fund Management (Hong Kong) Co., Ltd. 0.05% Add +17.0% 241 $81K
Ramirez Asset Management, Inc. 0.01% New 239 $81K
Loomis Sayles & Co. L P 0.00% No change 238 $80K
AlphaQuest LLC 0.01% Reduce -20.3% 235 $79K
CENTRAL TRUST Co 0.00% Add +2160.0% 226 $76K
Cary Street Partners Investment Advisory LLC 0.03% Add +100.9% 225 $76K
Annis Gardner Whiting Capital Advisors, LLC 0.02% New 222 $75K
Pittenger & Anderson Inc. 0.00% Add +51.7% 220 $74K
Berbice Capital Management LLC 0.04% Add +7.7% 210 $71K
University of Texas/Texas Am Investment Management Co. 0.01% New 202 $68K
SOA Wealth Advisors, LLC. 0.01% No change 201 $68K
Game Plan Financial Advisors, LLC 0.03% Reduce -11.1% 200 $67K
Addison Advisors LLC 0.02% No change 200 $67K
Wiser Advisor Group LLC 0.08% New 193 $65K
BNP Paribas 0.00% No change 195 $65K
Mather Group, Llc. 0.00% New 193 $65K
Physician Wealth Advisors, Inc. 0.01% Add +20.0% 186 $63K
Root Financial Partners, LLC 0.00% New 181 $61K
Cedar Mountain Advisors, LLC 0.01% No change 177 $60K
S-Bank Fund Management Ltd 0.01% Reduce -1.7% 177 $60K
Financial Life Planners 0.04% New 176 $59K
Quarry LP 0.02% Reduce -84.9% 176 $59K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -20.4% 175 $59K
Rothschild Investment LLC 0.00% Reduce -15.6% 173 $58K
Chelsea Counsel Co. 0.03% No change 170 $57K
Y.D. More Investments Ltd 0.00% New 170 $57K
NBT Bank, N.A. 0.00% Add +117.4% 337 $56K
TD Waterhouse Canada Inc. 0.00% Reduce -62.3% 158 $55K
TD Private Client Wealth LLC 0.00% Add +357.1% 160 $54K
Quent Capital, LLC 0.00% New 153 $52K
GW&K Investment Management, LLC 0.00% Add +32.2% 152 $51K
Barrett & Company, Inc. 0.02% No change 150 $51K
North Star Investment Management Corp. 0.00% Reduce -6.3% 148 $50K
JPL Wealth Management, LLC 0.01% New 144 $49K
Financial Consulate, Inc. 0.01% New 141 $48K
MJT & Associates Financial Advisory Group, Inc. 0.04% New 134 $45K
GF Fund Management Co. LTD. 0.00% Reduce -64.5% 134 $45K
Farmers & Merchants Investments Inc. 0.00% No change 130 $44K
Albion Financial Group 0.00% No change 126 $43K
Optimum Investment Advisors 0.02% No change 125 $42K
Elevation Wealth Partners, LLC 0.01% Add +37.6% 117 $39K
MV Capital Management, Inc. 0.00% Add +14.8% 116 $39K
SouthState Bank Corp 0.00% Reduce -26.4% 114 $38K
Abound Wealth Management 0.01% Add +354.2% 109 $37K
Cloud Capital Management, LLC 0.02% New 108 $36K
City State Bank 0.01% Add +10.5% 105 $35K
Foster Dykema Cabot & Partners, LLC 0.00% New 105 $35K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 105 $35K
Salomon & Ludwin, LLC 0.00% Add +4400.0% 90 $34K
Stephens Consulting, LLC 0.01% Reduce -86.7% 101 $34K
Colonial Trust Advisors 0.00% Reduce -22.9% 101 $34K
Peoples Financial Services Corp. 0.02% No change 100 $34K
Covestor Ltd 0.02% Reduce -17.8% 97 $33K
Prosperity Financial Group, Inc. 0.01% New 97 $33K
Bell Investment Advisors, Inc 0.01% Reduce -7.7% 96 $32K
Uniplan Investment Counsel, Inc. 0.00% Reduce -23.1% 90 $30K
SIMA Wealth Partners, LLC 0.02% No change 87 $29K
Palisade Asset Management, LLC 0.00% New 85 $29K
Tidemark, LLC 0.01% No change 84 $28K
Union Bancaire Privee, UBP SA 0.00% No change 105 $28K
REAP Financial Group, LLC 0.01% New 75 $25K
Signature Resources Capital Management, LLC 0.01% No change 73 $25K
Westfuller Advisors, LLC 0.01% New 71 $24K
Fourth Dimension Wealth, LLC 0.01% Reduce -30.0% 70 $24K
Asset Dedication, LLC 0.00% Reduce -1.4% 69 $23K
Murphy & Mullick Capital Management Corp 0.02% Reduce -22.2% 70 $23K
Wolff Wiese Magana LLC 0.01% Add +30.0% 65 $22K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 65 $22K
Binnacle Investments Inc 0.01% No change 65 $22K
S&T Bank 0.01% Add +70.3% 63 $21K
Painted Porch Advisors LLC 0.01% No change 62 $21K
DT Investment Partners, LLC 0.00% No change 59 $20K
JFS Wealth Advisors, LLC 0.00% No change 58 $20K
Ameriflex Group, Inc. 0.01% Reduce -67.8% 58 $20K
Cedar Wealth Management, LLC 0.01% New 58 $20K
Evolution Wealth Management Inc. 0.02% No change 57 $19K
Glen Eagle Advisors, LLC 0.00% Reduce -41.2% 57 $19K
Sachetta, LLC 0.01% No change 56 $19K
Truvestments Capital LLC 0.00% Add +409.1% 56 $19K
Private Wealth Management Group, LLC 0.01% Reduce -1.8% 54 $18K
Cornerstone Planning Group LLC 0.00% Add +5.8% 55 $18K
Avalon Trust Co 0.00% New 52 $18K
WPG Advisers, LLC 0.01% No change 51 $17K
Consultiva Wealth Management, Corp. 0.05% No change 50 $17K
Copia Wealth Management 0.01% No change 50 $17K
Mechanics Financial Corp 0.01% No change 50 $17K
Operose Advisors LLC 0.00% New 50 $17K
Princeton Global Asset Management LLC 0.00% No change 50 $17K
Quintet Private Bank (Europe) S.A. 0.00% No change 50 $17K
Rosenberg Matthew Hamilton 0.00% No change 49 $17K
Howard Hughes Medical Institute 0.01% Add +6.7% 48 $16K
Bruce G. Allen Investments, LLC 0.01% Add +21.1% 46 $16K
Valued Wealth Advisors LLC 0.01% No change 46 $16K
Hilltop National Bank 0.00% No change 45 $15K
Clearstead Trust, LLC 0.00% Add +9.8% 45 $15K
Meeder Asset Management Inc. 0.00% Reduce -65.7% 45 $15K
Hurley Capital, LLC 0.01% Add +760.0% 43 $15K
First PREMIER Bank 0.00% No change 42 $14K
Bartlett & Co. Wealth Management LLC 0.00% Add +95.2% 41 $14K
First United Bank & Trust 0.00% New 40 $14K
Clean Yield Group 0.00% No change 40 $14K
Hartford Financial Management Inc. 0.00% No change 40 $14K
Archer Investment Corp 0.00% Add +42.9% 40 $14K
Fortitude Family Office, LLC 0.00% Add +5.4% 39 $13K
Cape Investment Advisory, Inc. 0.01% Reduce -86.8% 38 $13K
Aspect Partners, LLC 0.01% Add +322.2% 38 $13K
Rialto Wealth Management, LLC 0.00% Reduce -29.6% 38 $13K
MCF Advisors LLC 0.00% Add +3400.0% 35 $12K
Financially Speaking Inc 0.01% No change 35 $12K
Family Legacy Financial Solutions, LLC 0.01% No change 34 $11K
Tradewinds Capital Management, LLC 0.00% No change 34 $11K
Nova Wealth Management, Inc. 0.01% No change 34 $11K
IFS Advisors, LLC 0.01% No change 33 $11K
Investors Research Corp 0.00% No change 33 $11K
Financial Management Professionals, Inc. 0.00% Reduce -15.4% 33 $11K
Global Wealth Strategies & Associates 0.00% Reduce -11.1% 32 $11K
Dogwood Wealth Management LLC 0.00% Add +29.2% 31 $10K
Wealth Preservation Advisors, LLC 0.01% No change 30 $10K
AllSquare Wealth Management LLC 0.01% Add +50.0% 30 $10K
MTM Investment Management, LLC 0.00% No change 30 $10K
Webster Bank, N. A. 0.00% New 30 $10K
Tortoise Investment Management, LLC 0.00% Add +7.1% 30 $10K
Transce3nd, LLC 0.09% Reduce -19.4% 29 $10K
Roble, Belko & Company, Inc 0.00% No change 30 $10K
Main Street Group, LTD 0.00% No change 28 $9K
Prestige Wealth Management Group LLC 0.00% Add +42.1% 27 $9K
Scarborough Advisors, LLC 0.00% No change 27 $9K
MRP Capital Investments, LLC 0.01% No change 25 $9K
Cheviot Value Management, LLC 0.00% No change 24 $9K
Legacy Wealth Managment, LLC 0.00% Reduce -3.9% 25 $8K
Graney & King, LLC 0.01% No change 25 $8K
Ransom Advisory, Ltd 0.00% No change 25 $8K
Eukles Asset Management 0.00% No change 25 $8K
Orion Capital Management LLC 0.00% No change 25 $8K
Trust Co. of Vermont 0.00% No change 25 $8K
ORG Partners LLC 0.00% Add +66.7% 25 $8K
Navigoe, LLC 0.01% New 26 $8K
Raffa Wealth Management, LLC 0.00% Reduce -18.5% 22 $7K
Trust Co. of Toledo NA 0.00% Add +29.4% 22 $7K
GHP Investment Advisors, Inc. 0.00% No change 22 $7K
Turning Point Benefit Group, Inc. 0.00% New 21 $7K
Retirement Wealth Solutions LLC 0.00% New 21 $7K
Vermillion & White Wealth Management Group, LLC 0.00% New 21 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 21 $7K
Banque Transatlantique SA 0.00% No change 21 $7K
Pension & Wealth Management Advisors, Inc. 0.00% No change 20 $7K
Promus Capital, LLC 0.00% No change 20 $7K
Rise Advisors, LLC 0.00% Add +42.9% 20 $7K
Park Place Capital Corp 0.00% No change 20 $7K
TFC Financial Management, Inc. 0.00% Add +150.0% 20 $7K
American National Bank & Trust 0.00% New 20 $7K
Bellevue Asset Management, LLC 0.00% No change 20 $7K
Marquette Asset Management, LLC 0.00% Add +850.0% 19 $6K
Crewe Advisors LLC 0.00% New 19 $6K
Centerpoint Advisors, LLC 0.00% No change 17 $6K
Guerra Advisors Inc 0.00% New 17 $6K
1620 Investment Advisors, Inc. 0.00% No change 17 $6K
Adirondack Trust Co. 0.00% New 17 $6K
Clark Wealth Partners 0.00% New 25 $6K
Hughes Financial Services, LLC 0.00% Add +13.3% 17 $5K
Accent Capital Management, LLC 0.00% New 16 $5K
Wealth Watch Advisors, INC 0.00% New 16 $5K
Quaker Wealth Management, LLC 0.00% No change 16 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 16 $5K
True Wealth Design, LLC 0.00% Add +15.4% 15 $5K
Chesapeake Asset Management LLC 0.00% No change 15 $5K
N.E.W. Advisory Services LLC 0.00% Add +50.0% 15 $5K
Washington Trust Advisors, Inc. 0.00% No change 15 $5K
Valley National Advisers Inc. 0.00% Reduce -93.4% 15 $5K
T. Rowe Price Investment Management, Inc. 0.00% New 13 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +7.1% 15 $5K
High Note Wealth, LLC 0.00% New 13 $4K
Independence Bank of Kentucky 0.00% No change 13 $4K
IMG Wealth Management, Inc. 0.00% Reduce -45.5% 12 $4K
Manitou Investment Management Ltd. 0.00% New 12 $4K
Winnacle Wealth LLC 0.00% New 11 $4K
Principia Wealth Advisory, LLC 0.00% No change 11 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +57.1% 11 $4K
First Horizon Corp. 0.00% — 11 $4K
Evergreen Private Wealth LLC 0.00% Add +25.0% 10 $3K
Trust Co 0.00% No change 10 $3K
J.Safra Asset Management Corp 0.00% New 10 $3K
American Capital Advisory, LLC 0.00% Reduce -10.0% 9 $3K
Kilter Group LLC 0.00% Reduce -65.4% 9 $3K
Kimelman & Baird, LLC 0.00% No change 9 $3K
Transamerica Financial Advisors, LLC 0.00% New 9 $3K
Bogart Wealth, LLC 0.00% Reduce -47.1% 9 $3K
Brown, Lisle/Cummings, Inc. 0.00% No change 8 $3K
WealthCollab, LLC 0.00% No change 7 $2K
William B. Walkup & Associates, Inc. 0.00% No change 7 $2K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -50.0% 7 $2K
Millstone Evans Group, LLC 0.00% No change 6 $2K
United Community Bank 0.00% Reduce -88.0% 6 $2K
Godsey & Gibb, Inc. 0.00% No change 6 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 6 $2K
Winthrop Capital Management, LLC 0.00% New 5 $2K
PayPay Securities Corp 0.06% Add +25.0% 5 $2K
DHJJ Financial Advisors, Ltd. 0.00% New 5 $2K
Bare Financial Services, Inc 0.00% New 5 $2K
WestEnd Advisors, LLC 0.00% No change 5 $2K
Colonial Trust Co / SC 0.00% New 4 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 4 $1K
DecisionPoint Financial, LLC 0.00% No change 3 $1K
Clear Investment Research, LLC 0.00% No change 3 $1K
HFM Investment Advisors, LLC 0.00% Reduce -40.0% 3 $1K
Grey Fox Wealth Advisors, LLC 0.00% New 3 $1K
Heartwood Wealth Advisors LLC 0.00% New 3 $1K
PEAK6 LLC 0.00% No change 2 $738
Davis Capital Management 0.00% — 2 $675
Seneschal Advisors, LLC 0.00% New 2 $675
Asset Planning,Inc 0.00% No change 2 $675
Texas Capital Bancshares Inc 0.00% New 2 $675
TD Capital Management LLC 0.00% No change 2 $675
Delos Wealth Advisors, LLC 0.00% No change 1 $338
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $337
Stone House Investment Management, LLC 0.00% New 1 $337
Country Trust Bank 0.00% New 1 $337
Private Wealth Asset Management, LLC 0.00% No change 1 $337
Beaird Harris Wealth Management, LLC 0.00% New 1 $213
Ogorek Anthony Joseph /NY/ 0.00% New 1 $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.