Coinbase Global Inc. Class ACOIN

13F holders, Q4 2025 (December 31)
1,266holders −64
108new positions
229sold out
8famous investors
$226.23avg. 13F price*

At the end of Q4 2025, 1,266 institutions reported holding Coinbase Global Inc. Class A (COIN) in their 13F filings, down 64 from Q3 2025. 108 opened new positions and 229 sold out. The largest holders were Vanguard Group Inc. ($6.0B), BlackRock, Inc. ($3.9B) and State Street Corp. ($2.1B). 8 famous investors held it, including Cathie Wood (3.8% of ARK Investment Management's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Coinbase Global Inc. Class A
Sector
Finance
CUSIP
19260Q107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions108$899.1M
Exits229$724.3M

All 13F filers, Q3 2025 → Q4 2025: 17,072,328 shares bought and 15,314,101 shares sold, net +1,758,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,266 holders

Vanguard Group Inc. 0.09% Add +0.7% 26,400,836 $6.0B
BlackRock, Inc. 0.07% Add +6.0% 17,078,477 $3.9B
State Street Corp. 0.07% Add +1.6% 9,481,849 $2.1B
Geode Capital Management, LLC 0.08% Add +3.2% 6,098,062 $1.4B
Morgan Stanley 0.06% Add +16.5% 4,351,772 $984.1M
Paradigm Operations LP 71.01% Add +3.3% 4,262,458 $963.9M
Norges Bank 0.07% — 2,904,149 $656.7M
Clear Street Group Inc. 3.02% Reduce -0.1% 2,552,542 $577.2M
ARK Investment Management 3.82% Add +6.1% 2,541,928 $574.8M
Invesco Ltd. 0.05% Add +74.3% 2,535,282 $573.3M
JPMorgan Chase & Co. 0.04% Add +23.9% 2,370,649 $536.1M
Bank of America Corp. 0.04% Add +64.2% 2,286,778 $517.1M
Sumitomo Mitsui Trust Group, Inc. 0.29% Add +0.1% 2,205,242 $498.7M
Northern Trust Corp. 0.06% Reduce -2.0% 1,920,927 $434.4M
Amova Asset Management Americas, Inc. 4.50% Add +0.8% 1,721,198 $389.2M
Charles Schwab Investment Management Inc. 0.06% Add +3.5% 1,662,786 $376.0M
Capital World Investors 0.05% Add +847.2% 1,536,534 $347.5M
Goldman Sachs Group Inc. 0.05% Reduce -17.9% 1,522,787 $344.4M
Barclays PLC 0.14% Add +57.7% 1,503,052 $339.9M
a16z Perennial Management, L.P. 26.21% New 1,461,157 $330.4M
UBS Group AG 0.06% Add +82.8% 1,258,868 $284.7M
FMR LLC 0.01% Reduce -70.6% 1,238,531 $280.1M
Legal & General Group Plc 0.06% Add +1.4% 1,210,082 $273.6M
Susquehanna International Group, LLP 0.37% Reduce -34.4% 1,194,425 $270.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +3.3% 1,100,873 $249.0M
Citigroup Inc. 0.17% Reduce -0.9% 1,098,230 $248.4M
Bank of New York Mellon Corp 0.04% Reduce -1.2% 1,042,908 $235.8M
Amundi 0.07% Add +8.4% 983,500 $222.4M
Natixis 0.81% Add +9.0% 911,803 $206.2M
Baillie Gifford & Co. 0.16% Add +41.1% 829,081 $187.5M
Bank of Montreal 0.08% Reduce -34.8% 818,372 $185.1M
Jane Street Group, LLC 0.21% Add +4777.6% 778,422 $176.0M
Dimensional Fund Advisors LP 0.04% Reduce -1.3% 772,986 $174.8M
Ribbit Management Company, LLC 8.27% Reduce -0.0% 737,300 $166.7M
Ruffer LLP 7.58% New 735,190 $166.5M
T. Rowe Price Associates Inc. 0.02% Reduce -9.3% 671,601 $151.9M
Wells Fargo & Company 0.03% Reduce -14.2% 636,612 $144.0M
BNP Paribas Financial Markets 0.09% Add +56.6% 591,953 $133.9M
Nuveen, LLC 0.03% Add +4.0% 573,289 $129.6M
Janus Henderson Group PLC 0.06% Add +2597.8% 549,304 $124.2M
Healthcare of Ontario Pension Plan Trust Fund 0.20% New 530,593 $120.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +5.8% 490,311 $116.0M
Cria, Inc. 66.28% — 491,661 $111.2M
HSBC Holdings PLC 0.06% Add +16.8% 482,427 $109.6M
Citadel Advisors 0.07% Add +177.5% 473,122 $107.0M
Artisan Partners Limited Partnership 0.16% Reduce -29.1% 471,945 $106.7M
Deutsche Bank AG 0.03% Reduce -13.4% 428,880 $97.0M
Capula Management Ltd 0.63% Reduce -15.0% 426,257 $96.4M
Ieq Capital, LLC 0.27% Add +1.2% 400,189 $90.5M
Royal Bank of Canada 0.02% Reduce -33.1% 393,492 $89.0M
Raymond James Financial Inc. 0.03% Reduce -3.9% 383,382 $87.7M
California Public Employees Retirement System 0.05% Add +7.4% 386,231 $87.3M
Evergreen Quality Fund GP, Ltd. 1.69% Reduce -54.5% 379,600 $85.8M
Rhumbline Advisers 0.07% Reduce -0.6% 378,125 $85.5M
Harvest Portfolios Group Inc. 1.48% Add +21.7% 376,578 $85.2M
Canada Pension Plan Investment Board 0.06% Reduce -0.2% 375,003 $84.8M
PEAK6 LLC 2.25% Add +18152900.0% 363,060 $82.1M
Walleye Trading LLC 1.22% Add +130.3% 336,168 $76.0M
Contrarius Group Holdings Ltd 3.55% Add +33.4% 323,327 $73.1M
California State Teachers Retirement System 0.07% Add +0.1% 318,628 $72.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.11% Add +50.9% 312,032 $70.6M
Robeco Institutional Asset Management B.V. 0.10% Reduce -39.7% 311,014 $70.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.49% Add +11.6% 308,762 $70.3M
Ameriprise Financial Inc. 0.02% Reduce -0.0% 260,808 $68.3M
National Pension Service 0.05% Reduce -34.1% 298,117 $67.4M
Kemnay Advisory Services Inc. 10.07% Add +43.8% 295,210 $66.8M
Nomura Asset Management International Inc. 0.10% — 283,695 $64.2M
LPL Financial LLC 0.02% Reduce -6.9% 281,545 $63.7M
Nomura Holdings Inc. 0.18% Reduce -49.3% 274,101 $62.0M
Compound Planning, Inc. 1.80% Reduce -7.6% 269,416 $60.9M
DGS Capital Management, LLC 10.15% Reduce 0.0% 261,620 $59.2M
Millennium Management 0.04% Add +133.9% 259,018 $58.6M
Principal Financial Group Inc. 0.03% Add +3.5% 254,606 $57.6M
Slate Path Capital LP 0.77% Reduce -22.8% 251,980 $57.0M
Alliancebernstein L.P. 0.02% Reduce -6.5% 238,868 $54.0M
Toronto Dominion Bank 0.10% Reduce -68.7% 237,632 $53.7M
Blair William & Co. 0.14% Add +39.2% 231,887 $52.4M
Tidal Investments LLC 0.21% Reduce -68.6% 223,788 $50.6M
First Trust Advisors LP 0.04% Reduce -13.6% 220,437 $49.8M
Rockefeller Capital Management L.P. 0.09% Add +0.7% 216,150 $48.9M
Voloridge Investment Management, LLC 0.17% New 215,261 $48.7M
Exchange Traded Concepts, LLC 0.40% Add +28.6% 214,904 $48.6M
Korea Investment CORP 0.09% Add +23.2% 213,254 $48.2M
Franklin Resources Inc. 0.01% Add +46.2% 211,190 $47.8M
Bank of Nova Scotia 0.07% Reduce -54.0% 210,260 $47.5M
Allspring Global Investments Holdings, LLC 0.08% Reduce -14.1% 198,947 $47.1M
Adage Capital Partners Gp, L.L.C. 0.07% Add +0.1% 206,000 $46.6M
CTC LLC 4.20% Add +9.7% 202,769 $45.9M
Parcion Private Wealth LLC 2.76% Reduce -14.5% 200,421 $45.3M
Van Eck Associates Corp. 0.04% Add +100.0% 196,832 $44.5M
State Board of Administration of Florida Retirement System 0.08% Add +0.7% 192,586 $43.6M
LMR Partners LLP 0.55% Reduce -0.3% 190,995 $43.2M
Voya Investment Management LLC 0.05% Reduce -9.3% 184,459 $41.7M
Capital International Investors 0.01% Add +0.5% 180,137 $40.7M
Patient Capital Management, LLC 1.56% Add +4.2% 178,923 $40.5M
Ensign Peak Advisors, Inc 0.07% Reduce -7.7% 175,014 $39.6M
New York State Teachers Retirement System 0.08% Reduce -0.2% 174,584 $39.5M
Aviva PLC 0.07% Add +7.3% 171,363 $38.8M
Quantinno Capital Management LP 0.07% Reduce -2.5% 161,263 $36.5M
D. E. Shaw & Co. 0.03% Add +576.1% 156,178 $35.3M
Mizuho Markets Cayman LP 1.71% New 150,000 $33.9M
Allen Investment Management, LLC 0.38% Reduce -31.3% 149,921 $33.9M
Marathon Trading Investment Management LLC 3.99% Add +45733.6% 147,126 $33.3M
Manufacturers Life Insurance Company, The 0.03% Add +2.6% 140,000 $31.7M
Weiss Asset Management LP 0.56% Reduce -74.5% 136,953 $31.0M
Signature Estate & Investment Advisors LLC 0.61% Reduce -19.0% 134,644 $30.4M
DJE Kapital AG 0.84% Reduce -10.2% 130,939 $30.3M
Danske Bank A/S 0.07% Add +19.9% 133,265 $30.1M
Schroder Investment Management Group 0.02% Add +8.2% 129,641 $30.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -15.4% 131,054 $30.0M
American Century Companies Inc. 0.01% Reduce -1.4% 131,680 $29.8M
KBC Group NV 0.07% Add +10.2% 131,276 $29.7M
TD Asset Management Inc 0.02% Reduce -3.7% 130,958 $29.6M
NFJ Investment Group, LLC 1.05% New 129,222 $29.2M
Twin Tree Management, LP 2.94% Add +73.7% 126,980 $28.7M
Sloy Dahl & Holst, LLC 3.42% Add +15.7% 125,805 $28.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +7.9% 123,135 $27.8M
Paragon Capital Management Ltd 5.48% Reduce -19.6% 119,286 $27.0M
PFA Pension, Forsikringsaktieselskab 0.08% — 115,514 $26.8M
Assenagon Asset Management S.A. 0.04% Reduce -76.7% 117,990 $26.7M
EULAV Asset Management 0.71% Add +31.5% 117,000 $26.5M
Chevy Chase Trust Holdings, LLC 0.07% Add +0.2% 115,678 $26.2M
Prudential Financial Inc. 0.03% Reduce -10.8% 113,350 $25.6M
Janney Montgomery Scott LLC 0.06% Add +51.7% 113,147 $25.6M
Cetera Investment Advisers 0.03% Add +7.1% 110,045 $24.9M
New York State Common Retirement Fund 0.03% Reduce -8.8% 108,533 $24.5M
APG Asset Management N.V. 0.07% Reduce -5.5% 125,992 $24.3M
State of Wisconsin Investment Board 0.05% Reduce -0.5% 106,351 $24.1M
Mizuho Markets Americas LLC 0.51% Reduce -70.0% 106,000 $24.0M
HighTower Advisors, LLC 0.03% Add +9.7% 105,761 $23.9M
ADAPT Investment Managers SA 4.79% New 104,840 $23.7M
WIM INVESTMENT MANAGEMENT Ltd 6.09% Add +12.2% 104,216 $23.6M
Royal London Asset Management Ltd. 0.05% Reduce -1.3% 102,220 $23.1M
Greenwich Wealth Management LLC 1.01% No change 100,049 $22.6M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -4.9% 99,903 $22.6M
Pictet Asset Management Holding SA 0.02% Reduce -15.8% 94,880 $21.5M
Banco Santander, S.A. 0.16% Add +29.6% 94,480 $21.4M
Mariner, LLC 0.03% Add +5.8% 94,428 $21.4M
Osaic Holdings, Inc. 0.03% Reduce -41.6% 94,252 $21.3M
Treasurer of the State of North Carolina 0.07% Reduce -1.2% 93,375 $21.1M
SG Americas Securities, LLC 0.03% Reduce -12.7% 92,927 $21.0M
Russell Investments Group, Ltd. 0.02% Add +15.7% 90,935 $20.6M
Simplex Trading, LLC 0.57% Add +53.8% 89,109 $20.2M
Step Capital Management Pte. Ltd. 10.55% — 88,300 $20.0M
Asset Management One Co., Ltd. 0.06% Add +0.4% 85,193 $19.9M
Creative Planning 0.01% Add +41.4% 87,798 $19.9M
Capital Impact Advisors, LLC 1.55% Add +154.4% 87,492 $19.8M
Storebrand Asset Management As 0.05% Reduce -35.3% 85,959 $19.4M
Leonteq Securities AG 1.03% Add +66.5% 85,672 $19.4M
Aequim Alternative Investments LP 9.74% Add +24.0% 85,091 $19.2M
NZS Capital, LLC 0.59% Add +0.8% 85,051 $19.2M
Group One Trading LLC 0.57% Add +219.8% 84,771 $19.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +17.3% 84,164 $19.0M
AQR Capital Management 0.01% Add +198.8% 80,931 $18.3M
Old Mission Capital LLC 0.69% New 79,402 $18.0M
Privium Fund Management B.V. 3.29% No change 79,000 $17.9M
Public Employees Retirement System of Ohio 0.05% Add +0.8% 77,868 $17.6M
Handelsbanken Fonder AB 0.05% Add +31.6% 77,354 $17.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.17% Add +29.2% 75,212 $17.0M
Rafferty Asset Management, LLC 0.06% Reduce -4.7% 74,234 $16.8M
Three Bridge Wealth Advisors, LLC 4.42% No change 74,170 $16.8M
Massar Capital Management, LP 3.29% New 74,027 $16.7M
Envestnet Asset Management Inc. 0.01% Add +16.6% 73,906 $16.7M
KLP Kapitalforvaltning As 0.06% Add +0.3% 72,800 $16.5M
Vontobel Holding Ltd. 0.05% Reduce -17.6% 72,395 $16.4M
Stifel Financial Corp. 0.01% Add +2.0% 72,272 $16.3M
Nomura Asset Management Co. Ltd. 0.04% Add +5.0% 70,859 $16.0M
State of New Jersey Common Pension Fund D 0.06% No change 70,408 $15.9M
Eurizon Capital SGR S.p.A. 0.05% — 70,105 $15.9M
Generali Asset Management SPA SGR 0.32% Add +18.2% 69,775 $15.8M
Victory Capital Management Inc. 0.01% Add +0.7% 69,125 $15.6M
STRS Ohio 0.06% Reduce -30.4% 68,138 $15.4M
Wealthfront Advisers LLC 0.03% Reduce -4.4% 66,005 $14.9M
State of Tennessee, Department of Treasury 0.05% Add +4.0% 75,815 $14.8M
Teacher Retirement System of Texas 0.05% Add +11.9% 63,209 $14.3M
Truist Financial Corp. 0.02% Add +8.9% 62,808 $14.2M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Add +1.4% 62,790 $14.2M
ICONIQ Capital, LLC 0.21% Reduce -35.7% 62,767 $14.2M
Cibc World Market Inc. 0.03% Add +70.8% 62,169 $14.1M
Resona Asset Management Co.,Ltd. 0.07% Reduce -1.9% 61,036 $13.9M
Gotham Asset Management 0.05% Add +44.8% 60,668 $13.7M
Czech National Bank 0.09% Add +4.7% 60,142 $13.6M
Sjbenen Advisory, LLC 14.05% — 59,900 $13.5M
State of Michigan Retirement System 0.07% Reduce -2.5% 59,700 $13.5M
Hudson Bay Capital Management LP 0.08% Reduce -56.9% 59,600 $13.5M
Whittier Trust Co. 0.14% Add +0.6% 52,963 $13.3M
Refined Wealth Management 8.91% Add +0.8% 58,518 $13.2M
Arizona State Retirement System 0.07% Reduce -2.7% 57,064 $12.9M
Tredje AP-fonden 0.10% Reduce -18.3% 56,864 $12.9M
Caption Management, LLC 0.58% Add +25.6% 56,770 $12.8M
National Bank of Canada 0.01% Reduce -94.4% 55,989 $12.7M
MetLife Investment Management, LLC 0.06% Reduce -2.0% 55,656 $12.6M
Commonwealth Equity Services, LLC 0.02% Add +10.8% 55,458 $12.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +120.1% 54,511 $12.4M
Caitong International Asset Management Co., Ltd 3.01% New 54,243 $12.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +15.2% 53,694 $12.1M
BIT Capital GmbH 0.53% Reduce -52.5% 53,312 $12.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -2.3% 53,072 $12.0M
CIBC Asset Management Inc 0.03% Add +83.5% 52,830 $11.9M
Marex Group Ltd 0.13% Add +158.5% 51,963 $11.8M
Allianz Asset Management GmbH 0.01% Add +1.3% 51,961 $11.8M
Credit Agricole S A 0.03% Add +45.1% 51,880 $11.7M
Aberdeen Group plc 0.02% Reduce -1.2% 50,500 $11.4M
DNB Asset Management AS 0.04% Reduce -33.8% 49,787 $11.3M
J. Safra Sarasin Holding AG 0.18% Add +14.8% 49,334 $11.2M
ProShare Advisors LLC 0.02% Add +6.5% 49,141 $11.1M
Sei Investments Co. 0.01% Reduce -64.9% 49,037 $11.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +2.4% 48,494 $11.0M
Retirement Systems of Alabama 0.04% Add +0.6% 48,539 $11.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.10% — 48,220 $10.9M
Logan Capital Management Inc. 0.46% Add +4.7% 48,022 $10.9M
Purpose Unlimited Inc. 0.50% — 47,899 $10.8M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +96.0% 46,583 $10.5M
Cambridge Investment Research Advisors, Inc. 0.03% Add +19.3% 46,017 $10.4M
Summit Trail Advisors, LLC 0.18% Reduce -9.8% 45,670 $10.3M
Swedbank AB 0.01% Add +8.0% 44,831 $10.1M
Amalgamated Bank 0.07% Add +4.6% 44,671 $10.1M
Vestmark Advisory Solutions, Inc. 0.13% Add +11.1% 44,110 $10.0M
Liontrust Investment Partners LLP 0.15% Reduce -66.4% 43,745 $9.9M
Neuberger Berman Group LLC 0.01% Reduce -0.8% 43,349 $9.8M
Forsta Ap-Fonden 0.06% Reduce -0.3% 43,280 $9.8M
Candriam S.C.A. 0.05% Add +57.0% 43,253 $9.8M
Capital Fund Management S.A. 0.09% Reduce -73.3% 42,658 $9.6M
Nepsis Inc. 2.98% Add +23.8% 42,634 $9.6M
Zurich Insurance Group Ltd 0.07% Add +1.1% 42,622 $9.6M
AEGON ASSET MANAGEMENT UK Plc 0.11% Reduce -2.7% 41,784 $9.4M
Clearbridge Investments, LLC 0.01% Reduce -20.4% 41,759 $9.4M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.33% — 40,675 $9.2M
Capstone Investment Advisors, LLC 0.09% Add +3862.8% 40,104 $9.1M
Baker Avenue Asset Management, LP 0.21% Add +0.0% 40,016 $9.0M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +4.7% 40,001 $9.0M
Flputnam Investment Management Co. 0.13% Reduce -52.8% 39,454 $8.9M
Penserra Capital Management LLC 0.11% Reduce -3.7% 39,231 $8.9M
IFM Investors Pty Ltd 0.07% Reduce -0.1% 38,937 $8.8M
Laurion Capital Management LP 0.62% New 38,713 $8.8M
Varma Mutual Pension Insurance Co 0.05% Add +2.1% 38,600 $8.7M
Wilkinson Global Asset Management LLC 0.60% Reduce -22.2% 38,590 $8.7M
Woodline Partners LP 0.03% Add +28.8% 38,495 $8.7M
Morgan Creek Capital Management, LLC 2.36% — 38,107 $8.6M
Jain Global LLC 0.09% Reduce -56.6% 37,750 $8.5M
Cresset Asset Management, LLC 0.04% Reduce -18.2% 37,110 $8.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +25.6% 36,243 $8.2M
Raiffeisen Bank International AG 0.11% Add +3.9% 35,248 $8.2M
Kera Capital Partners, Inc. 1.00% Add +6.3% 41,644 $8.1M
Nisa Investment Advisors, LLC 0.03% Add +14.7% 35,699 $8.1M
Utah Retirement Systems 0.08% Add +1.9% 35,393 $8.0M
Daiwa Securities Group Inc. 0.03% Add +3.4% 35,126 $7.9M
Calamos Advisors LLC 0.05% Reduce -3.9% 34,851 $7.9M
Jasper Ridge Partners, L.P. 0.17% Reduce -6.1% 34,414 $7.8M
Police & Firemen's Retirement System of New Jersey 0.06% Add +0.7% 34,133 $7.7M
Xponance LLC 0.06% Add +9.0% 34,059 $7.7M
USS Investment Management Ltd 0.04% Reduce -0.3% 34,026 $7.7M
Soros Fund Management 0.14% New 33,984 $7.7M
Oddo BHF Asset Management Sas 0.29% Add +26.2% 33,894 $7.7M
Vident Advisory, LLC 0.07% Add +28.4% 33,454 $7.6M
NLB Skladi, upravljanje premozenja, d.o.o. 0.34% — 33,088 $7.5M
Swiss Life Asset Management Ltd 0.04% Add +56.1% 33,071 $7.5M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -9.6% 32,800 $7.4M
Himension Capital (singapore) Pte. LTD. 0.45% Add +46.2% 32,254 $7.3M
New York Life Investment Management LLC 0.06% Reduce -1.9% 32,053 $7.2M
Wolverine Asset Management LLC 0.42% New 31,951 $7.2M
Walleye Capital LLC 0.04% New 31,568 $7.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +3.5% 31,480 $7.1M
Cibc World Markets Corp. 0.04% — 30,923 $7.0M
Horizon Wealth Management, LLC 1.07% Reduce -23.7% 30,534 $6.9M
Gateway Investment Advisers LLC 0.06% Add +2937.7% 30,377 $6.9M
Cynosure Group, LLC 0.69% Reduce -2.2% 30,133 $6.8M
Aperture Investors, LLC 0.95% No change 30,033 $6.8M
Proem Advisors LLC 2.30% New 30,000 $6.8M
Rakuten Investment Management, Inc. 0.02% Reduce -93.8% 29,018 $6.8M
First Citizens Bank & Trust Co. 0.14% Reduce -6.4% 29,447 $6.7M
Private Advisor Group, LLC 0.03% Reduce -18.2% 27,763 $6.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +2.2% 27,346 $6.2M
Ithaka Group LLC 1.10% Add +44.1% 27,213 $6.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -8.7% 27,194 $6.1M
Wellington Management Group LLP 0.00% Add +13.6% 27,057 $6.1M
Cerity Partners LLC 0.01% Add +21.0% 26,856 $6.1M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -2.2% 26,635 $6.0M
Pathstone Holdings, LLC 0.02% Reduce -4.9% 26,313 $6.0M
Oregon Public Employees Retirement Fund 0.08% Add +1.2% 26,128 $5.9M
Public Employees Retirement Association of Colorado 0.02% Add +0.3% 26,094 $5.9M
Freestone Capital Holdings, LLC 0.17% Reduce -2.3% 26,027 $5.9M
Nissay Asset Management Corp. /Japan 0.03% Add +2.9% 25,831 $5.8M
Foundations Investment Advisors, LLC 0.08% Add +15.4% 25,767 $5.8M
PNC Financial Services Group, Inc. 0.00% Reduce -12.3% 25,649 $5.8M
Baird Financial Group, Inc. 0.01% Reduce -44.5% 25,406 $5.7M
DekaBank Deutsche Girozentrale 0.01% No change 24,346 $5.7M
Verition Fund Management LLC 0.03% Add +76.1% 24,839 $5.6M
Tradewinds, LLC. 1.34% Add +4.4% 24,766 $5.6M
Strategic Planning Group, LLC 0.72% Add +9.7% 24,569 $5.6M
Mutual of America Capital Management LLC 0.06% Reduce -0.1% 24,500 $5.5M
Teachers Retirement System of the State of Kentucky 0.04% Add +48.5% 24,488 $5.5M
Aristotle Atlantic Partners, LLC 0.25% Add +564.9% 24,216 $5.5M
NEOS Investment Management LLC 0.03% Add +14.3% 24,005 $5.4M
Mackenzie Financial Corp. 0.01% Add +4.0% 23,326 $5.4M
SBI Securities Co., Ltd. 0.14% Reduce -11.9% 23,654 $5.3M
GenTrust, LLC 0.23% Reduce -0.5% 23,596 $5.3M
Aptus Capital Advisors, LLC 0.04% Add +1832.4% 23,343 $5.3M
Focus Partners Wealth 0.01% Reduce -67.5% 21,838 $5.2M
Lord, Abbett & Co. LLC 0.02% Add +1.9% 22,847 $5.2M
Summit Financial, LLC 0.08% Add +1.7% 22,847 $5.2M
Comerica Bank 0.02% Reduce -7.5% 22,758 $5.1M
Yousif Capital Management, LLC 0.06% Reduce -4.1% 22,536 $5.1M
Kestra Private Wealth Services, LLC 0.06% Reduce -14.5% 22,661 $5.1M
Mercer Global Advisors Inc. 0.01% Add +86.6% 22,641 $5.1M
OP Asset Management Ltd 0.06% Add +2.5% 22,513 $5.1M
State of Alaska, Department of Revenue 0.05% Reduce -7.4% 22,457 $5.1M
Y-Intercept (Hong Kong) Ltd 0.11% New 22,445 $5.1M
Jones Financial Companies LLLP 0.00% Add +120.9% 22,252 $5.0M
Hunting Hill Global Capital, LLC 4.98% Add +44.8% 22,212 $5.0M
Vienna Asset Management LLC 2.85% Add +35.6% 22,183 $5.0M
D.A. Davidson & Co. 0.03% Add +20.0% 21,932 $5.0M
LBP Am SA 0.06% Add +47.3% 21,800 $4.9M
Kestra Advisory Services, LLC 0.02% Add +16.4% 21,668 $4.9M
Man Group plc 0.01% Reduce -50.1% 21,539 $4.9M
Natixis Advisors, LLC 0.01% Reduce -21.6% 21,210 $4.8M
O'shaughnessy Asset Management, LLC 0.03% Reduce -4.5% 21,026 $4.8M
Fiduciary Alliance LLC 0.31% Add +13.8% 20,914 $4.7M
Cantor Fitzgerald, L. P. 0.14% Reduce -65.9% 20,564 $4.7M
Macquarie Group Ltd. 0.02% Reduce -93.4% 20,293 $4.6M
MML Investors Services, LLC 0.01% Add +12.3% 20,255 $4.6M
Nordea Investment Management AB 0.00% Add +2.6% 19,797 $4.5M
Mizuho Securities USA LLC 0.07% Add +0.9% 16,613 $4.5M
Ethic Inc. 0.07% Reduce -1.2% 19,967 $4.5M
Tenere Capital LLC 3.50% Reduce -32.1% 19,956 $4.5M
Keebeck Wealth Management 0.51% Reduce -0.3% 19,682 $4.5M
Ossiam 0.09% Reduce -58.6% 19,472 $4.4M
Elequin Capital, LP 0.67% Reduce -88.0% 19,386 $4.4M
Caprock Group, LLC 0.09% Reduce -3.7% 18,895 $4.3M
Limestone Investment Advisors LP 3.05% Add +74.1% 18,800 $4.3M
UniSuper Management Pty Ltd 0.03% Add +1.2% 18,497 $4.2M
Investment Management Corp of Ontario 0.06% Add +93.5% 18,271 $4.1M
Oppenheimer & Co. Inc. 0.06% Add +31.4% 18,053 $4.1M
Pacer Advisors, Inc. 0.01% Reduce -23.3% 17,775 $4.0M
NewEdge Advisors, LLC 0.01% Add +3.3% 17,719 $4.0M
Gilder Gagnon Howe & Co. LLC 0.04% Add +0.1% 17,649 $4.0M
Titan Wealth (CI) Ltd 1.53% — 17,646 $4.0M
Castleark Management LLC 0.12% Add +8.1% 17,630 $4.0M
Intech Investment Management LLC 0.04% Reduce -70.6% 17,600 $4.0M
Illinois Municipal Retirement Fund 0.05% Add +10.3% 17,587 $4.0M
B. Metzler seel. Sohn & Co. AG 0.03% Add +4.2% 17,234 $4.0M
Empowered Funds, LLC 0.07% Add +45.7% 17,005 $3.8M
Oppenheimer Asset Management Inc. 0.05% Add +30.4% 16,988 $3.8M
Sage Rhino Capital LLC 0.73% Reduce -4.0% 16,985 $3.8M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.05% — 16,484 $3.7M
Claar Advisors LLC 1.08% Add +56.5% 16,415 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -9.1% 14,755 $3.7M
Cary Street Partners Financial LLC 0.09% Add +17.4% 16,312 $3.7M
DRW Securities, LLC 0.28% Add +477.3% 16,296 $3.7M
Point Break Capital Management, LLC 3.23% — 16,100 $3.6M
Adams Diversified Equity Fund, Inc. 0.12% New 16,000 $3.6M
Pinebridge Investments LLC 0.03% — 15,746 $3.6M
683 Capital Management, LLC 0.31% Add +423.3% 15,700 $3.6M
Tikvah Management LLC 0.95% No change 15,650 $3.5M
Rakuten Securities, Inc. 1.15% Add +11.8% 15,637 $3.5M
Corient Private Wealth LP 0.00% Add +5.7% 15,478 $3.5M
Allstate Corp. 0.05% Add +107.4% 15,261 $3.5M
Huntington National Bank 0.03% Add +1276.4% 15,237 $3.4M
Captrust Financial Advisors 0.01% Add +26.3% 15,139 $3.4M
Johnson Investment Counsel Inc. 0.03% Reduce -0.1% 15,138 $3.4M
Tudor Investment Corporation 0.02% New 14,992 $3.4M
Infusive Asset Management Inc. 1.44% Add +50.1% 14,935 $3.4M
BLKBRD Asset Management, LP 4.54% Reduce -73.3% 14,918 $3.4M
Lazard Asset Management LLC 0.01% Add +2443.0% 14,673 $3.3M
Squarepoint Ops LLC 0.01% Reduce -82.5% 14,580 $3.3M
Soltis Investment Advisors LLC 0.22% Add +11.7% 14,572 $3.3M
QRG Capital Management, Inc. 0.04% Add +11.3% 14,570 $3.3M
US Bancorp \de 0.00% Add +14.2% 14,435 $3.3M
Tocqueville Asset Management L.P. 0.05% Add +977.2% 14,219 $3.2M
ASR Vermogensbeheer N.V. 0.04% Add +0.1% 14,151 $3.2M
Debussy Capital Management LP 0.43% Reduce -0.1% 14,125 $3.2M
Titleist Asset Management, LLC 0.25% Add +27.1% 13,814 $3.1M
Sepio Capital, LP 0.17% Add +3.6% 13,789 $3.1M
Newlands Management Operations LLC 0.02% No change 13,757 $3.1M
Advisory Services Network, LLC 0.04% Reduce -1.3% 13,744 $3.1M
Insigneo Advisory Services, LLC 0.22% Add +91.9% 13,640 $3.1M
Norinchukin Bank, The 0.04% Add +7.0% 13,583 $3.1M
Sanctuary Advisors, LLC 0.02% Add +0.0% 13,536 $3.1M
Prudential PLC 0.02% Add +38.0% 13,506 $3.1M
WCG Wealth Advisors LLC 0.08% New 13,278 $3.0M
Kentucky Retirement Systems 0.08% No change 13,194 $3.0M
Hartford Investment Management Co. 0.09% Reduce -0.5% 13,177 $3.0M
United Capital Management of KS, Inc. 0.42% Add +0.1% 13,150 $3.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% Add +102.7% 12,709 $3.0M
Collar Capital Management, LLC 1.97% Reduce -11.4% 13,022 $2.9M
ParaFi Capital LP 0.87% No change 13,001 $2.9M
Thrivent Financial for Lutherans 0.01% Reduce -22.1% 12,961 $2.9M
Edmond DE Rothschild Holding S.A. 0.04% Add +19.7% 12,954 $2.9M
Global Retirement Partners, LLC 0.05% Add +30.0% 12,895 $2.9M
Hancock Whitney Corp. 0.05% Add +67.8% 12,807 $2.9M
FengHe Fund Management Pte. Ltd. 0.16% Reduce -81.7% 12,800 $2.9M
Brevan Howard Capital Management LP 0.06% Reduce -43.8% 12,722 $2.9M
Farringdon Capital, Ltd. 0.70% Add +130.2% 12,695 $2.9M
Joel Isaacson & Co., LLC 0.09% Reduce -0.9% 12,638 $2.9M
New Age Alpha Advisors, LLC 0.12% New 12,319 $2.8M
M&T Bank Corp 0.01% Add +34.7% 12,162 $2.7M
Sterling Capital Management LLC 0.04% Add +2.4% 12,098 $2.7M
SIH Partners, LLLP 0.16% Add +0.5% 12,059 $2.7M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.6% 12,039 $2.7M
Audent Global Asset Management, LLC 1.72% Add +362.4% 12,019 $2.7M
Royal Fund Management, LLC 0.25% New 12,000 $2.7M
WINTON GROUP Ltd 0.09% Reduce -70.1% 11,935 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -1.7% 11,700 $2.6M
Sovran Advisors, LLC 0.22% Add +617.6% 11,023 $2.6M
Parallel Advisors, LLC 0.05% Reduce -4.1% 11,564 $2.6M
SVB Wealth LLC 0.15% Add +311.7% 11,454 $2.6M
Polar Capital Holdings Plc 0.01% New 11,407 $2.6M
Maryland State Retirement & Pension System 0.05% Add +7.6% 11,285 $2.6M
Fiduciary Financial Group, LLC 0.36% Reduce -1.2% 11,245 $2.5M
Prana Capital Management, LP 0.09% New 11,118 $2.5M
Grace & Mercy Foundation, Inc. 0.55% No change 10,719 $2.4M
Commerce Bank 0.01% Reduce -1.4% 10,678 $2.4M
Union Bancaire Privee, UBP SA 0.03% Add +12431.4% 13,158 $2.4M
Lido Advisors, LLC 0.01% Add +3.7% 8,265 $2.4M
Capitolis Liquid Global Markets LLC 0.01% Add +31.3% 10,500 $2.4M
New Mexico Educational Retirement Board 0.07% Add +8.3% 10,400 $2.4M
Flow Traders U.S. LLC 0.08% New 10,396 $2.4M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -24.2% 10,341 $2.3M
Beacon Pointe Advisors, LLC 0.02% Reduce -21.9% 10,215 $2.3M
Townsend Asset Management Corp. /NC/ 0.81% Add +50.2% 10,159 $2.3M
GC Wealth Management RIA, LLC 0.08% Reduce -21.3% 10,066 $2.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -23.1% 10,043 $2.3M
Benjamin Edwards Inc. 0.02% Add +1.2% 9,759 $2.2M
Evelyn Partners Investment Management LLP 0.06% Add +31.0% 9,664 $2.2M
Windle Wealth, LLC 0.97% Reduce -0.0% 9,569 $2.2M
Fielder Capital Group LLC 0.46% Add +1121.1% 9,476 $2.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -50.0% 9,357 $2.1M
MUFG Securities EMEA plc 0.02% Add +116.1% 9,354 $2.1M
Jefferies Financial Group Inc. 0.02% Add +208.0% 9,293 $2.1M
Mutual Advisors, LLC 0.04% Reduce -5.5% 9,273 $2.1M
Crossmark Global Holdings, Inc. 0.03% Add +17.0% 9,199 $2.1M
Fifth Third Bancorp 0.01% Add +16.2% 8,997 $2.0M
Nwam LLC 0.11% Reduce -51.5% 9,204 $2.0M
Equitable Holdings, Inc. 0.01% Add +16.2% 8,853 $2.0M
Verdence Capital Advisors LLC 0.12% Reduce -7.1% 8,852 $2.0M
J. Goldman & Co LP 0.08% New 8,850 $2.0M
Pinegrove Venture Partners, LLC 71.73% No change 8,832 $2.0M
Cobblestone Asset Management LLC 0.89% Add +22.6% 8,804 $2.0M
Baader Bank Aktiengesellschaft 0.17% Reduce -25.9% 9,225 $2.0M
Venture Visionary Partners LLC 0.06% Reduce -32.9% 8,788 $2.0M
Carnegie Investment Counsel 0.04% Add +941.0% 8,713 $2.0M
IFP Advisors, Inc 0.04% Add +8.0% 8,620 $1.9M
Metis Global Partners, LLC 0.05% Reduce -3.4% 8,539 $1.9M
JT Stratford LLC 0.25% Reduce -9.9% 8,538 $1.9M
Great Valley Advisor Group, Inc. 0.04% Add +20.2% 8,507 $1.9M
HighPoint Advisor Group LLC 0.04% Add +19.3% 8,501 $1.9M
Donor Advised Charitable Giving, Inc. 0.04% New 8,476 $1.9M
Entropy Technologies, LP 0.10% Add +741.8% 8,468 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% No change 8,461 $1.9M
Osmosis Investment Management UK Ltd 0.05% — 8,361 $1.9M
Laird Norton Wetherby Trust Company, LLC 0.04% New 8,358 $1.9M
Volterra Technologies LP 1.93% New 8,348 $1.9M
Optas, LLC 0.29% Reduce -49.3% 8,326 $1.9M
Longitude (Cayman) Ltd. 1.63% — 8,300 $1.9M
AG2R La Mondiale Gestion D'actifs 0.08% Add +8.2% 8,290 $1.9M
AE Wealth Management LLC 0.01% Add +245.9% 8,154 $1.8M
Thoroughbred Financial Services, LLC 0.11% Reduce -0.4% 8,100 $1.8M
Rede Wealth, LLC 0.64% New 8,088 $1.8M
Phoenix Financial Ltd. 0.02% Add +13.2% 7,975 $1.8M
Belvedere Trading LLC 0.33% New 7,937 $1.8M
Balyasny Asset Management L.P. 0.00% Reduce -97.3% 7,911 $1.8M
Dark Forest Capital Management LP 0.08% Add +440.5% 7,907 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +12.4% 7,879 $1.8M
IHT Wealth Management, LLC 0.04% Reduce -3.5% 7,824 $1.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -35.3% 7,760 $1.8M
Realta Investment Advisors 0.57% Reduce -7.8% 7,706 $1.7M
Bouvel Investment Partners, LLC 0.50% Reduce -0.8% 7,706 $1.7M
Choreo, LLC 0.02% Add +10.1% 7,401 $1.7M
Richard W. Paul & Associates, LLC 0.57% Add +18.5% 7,540 $1.7M
Senator Investment Group LP 0.07% No change 7,350 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +1.1% 7,291 $1.6M
HUB Investment Partners, LLC 0.04% Reduce -4.1% 7,197 $1.6M
North Dakota State Investment Board 0.06% — 7,192 $1.6M
DDD Partners, LLC 0.10% Add +552.6% 7,133 $1.6M
Shelton Capital Management 0.03% Add +489.3% 7,130 $1.6M
Nilsine Partners, LLC 0.14% Reduce -1.4% 7,073 $1.6M
GoalVest Advisory LLC 0.31% Add +33.1% 7,055 $1.6M
Independent Advisor Alliance 0.04% Reduce -17.8% 6,990 $1.6M
Simplicity Wealth,LLC 0.09% Reduce -16.2% 6,943 $1.6M
Sequoia Financial Advisors, LLC 0.01% Add +20.9% 6,930 $1.6M
Burford Brothers, Inc. 0.64% Reduce -1.2% 6,862 $1.6M
Callan Family Office, LLC 0.03% Add +13.5% 6,829 $1.5M
KMG Fiduciary Partners, LLC 0.11% Reduce -39.9% 6,821 $1.5M
United Capital Financial Advisors, LLC 0.01% Reduce -4.2% 6,819 $1.5M
Intellectus Partners, LLC 0.30% Add +10.5% 6,795 $1.5M
Axxcess Wealth Management, LLC 0.03% Add +34.5% 6,772 $1.5M
Two Sigma Securities, LLC 0.21% Add +942.6% 6,756 $1.5M
Perigon Wealth Management, LLC 0.03% Reduce -2.8% 6,690 $1.5M
&partners 0.01% Add +57.5% 6,530 $1.5M
Independent Financial Group, LLC 0.03% Add +27.4% 6,595 $1.5M
Arbor Capital Management Inc. 1.25% Reduce -0.6% 6,348 $1.5M
Syon Capital LLC 0.07% Add +842.7% 6,533 $1.5M
Orion Porfolio Solutions, LLC 0.01% Reduce -14.3% 6,446 $1.5M
Optiver Holding B.V. 0.03% New 6,407 $1.4M
Grant Private Wealth Management Inc 0.86% Reduce -3.0% 6,266 $1.4M
Caisse Des Depots Et Consignations 0.03% No change 6,251 $1.4M
OMERS ADMINISTRATION Corp 0.01% No change 6,226 $1.4M
Stablepoint Partners, LLC 0.22% Add +5.2% 6,221 $1.4M
CAP Partners, LLC 0.79% Add +2.5% 6,169 $1.4M
Mufg Securities Americas Inc. 0.09% Add +0.8% 6,147 $1.4M
Securian Asset Management, Inc. 0.05% Reduce -43.5% 6,147 $1.4M
Huntleigh Advisors, Inc. 0.23% Reduce -2.3% 6,145 $1.4M
Prospera Financial Services Inc 0.02% Add +14.1% 6,109 $1.4M
National Philanthropic Trust 0.01% New 6,020 $1.4M
Cwm, LLC 0.00% Reduce -24.0% 6,004 $1.4M
Jump Financial, LLC 0.02% Reduce -17.1% 5,946 $1.3M
One Wealth Advisors, LLC 0.16% No change 5,925 $1.3M
EP Wealth Advisors, LLC 0.01% — 5,898 $1.3M
Integrated Advisors Network LLC 0.06% Add +439.8% 5,803 $1.3M
Farmers Trust Co. 0.21% Reduce -1.5% 5,769 $1.3M
World Investment Advisors 0.02% Add +37.3% 5,709 $1.3M
Circle Wealth Management, LLC 0.02% Add +24.1% 5,670 $1.3M
ABN AMRO Bank N.V. 0.01% New 5,600 $1.3M
Assetmark, Inc. 0.00% Add +8.1% 5,583 $1.3M
Neville Rodie & Shaw Inc. 0.09% Reduce -2.6% 5,578 $1.3M
Benson Wealth Management INC 1.41% — 5,580 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Add +20.6% 5,546 $1.3M
Chokshi & Queen Wealth Advisors, Inc 0.65% Add +37.3% 5,540 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.08% No change 5,530 $1.3M
Polianta Ltd 0.16% Add +27.9% 5,500 $1.2M
Gerber, LLC 0.69% Reduce -0.7% 5,476 $1.2M
Federated Hermes, Inc. 0.00% Reduce -30.9% 5,401 $1.2M
Vise Technologies, Inc. 0.02% Add +7.4% 5,388 $1.2M
Virtus Investment Advisers, LLC 0.33% Add +11.2% 5,370 $1.2M
Concurrent Investment Advisors, LLC 0.01% Add +1.2% 5,345 $1.2M
Canada Post Corp Registered Pension Plan 0.05% Reduce -13.2% 5,280 $1.2M
CFM Wealth Partners LLC 0.17% Add +60.0% 5,269 $1.2M
F/m Investments LLC 0.05% New 5,269 $1.2M
Walter & Keenan Wealth Management LLC /in/ 0.31% Reduce -54.1% 5,193 $1.2M
Ninepoint Partners LP 0.14% Reduce -21.6% 5,181 $1.2M
Covenant Asset Management, LLC 0.23% Add +9.2% 5,165 $1.2M
Maridea Wealth Management LLC 0.18% Add +3.8% 5,148 $1.2M
E. Ohman J:or Asset Management AB 0.03% New 5,072 $1.1M
Horizon Investments, LLC 0.01% Add +3.5% 5,029 $1.1M
Sphera Management Technology Funds Ltd 0.59% No change 5,000 $1.1M
Resolute Advisors LLC 0.37% Reduce -9.6% 5,000 $1.1M
Ardmore Road Asset Management LP 0.09% Reduce -50.0% 5,000 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -74.6% 4,973 $1.1M
Spahn Wealth & Retirement LLC 0.70% Reduce -12.9% 4,968 $1.1M
Intact Investment Management Inc. 0.03% New 4,950 $1.1M
Boyd Watterson Asset Management LLC 0.32% Reduce -0.1% 4,948 $1.1M
Rathbones Group PLC 0.00% Reduce -14.6% 4,936 $1.1M
Fulton Bank, N.A. 0.04% Reduce -1.3% 4,889 $1.1M
Blackhawk Capital Partners, LLC 0.41% Add +6.7% 4,874 $1.1M
HB Wealth Management, LLC 0.01% Add +16.7% 4,837 $1.1M
MASTERINVEST Kapitalanlage GmbH 0.10% No change 4,661 $1.1M
Cache Advisors, LLC 0.13% Reduce -59.5% 4,750 $1.1M
Titan Investment Solutions Ltd 0.13% — 4,733 $1.1M
Fortis Group Advisors, LLC 0.18% Add +39.3% 5,415 $1.1M
Kingswood Wealth Advisors, LLC 0.05% Add +93.3% 4,652 $1.1M
Meeder Advisory Services, Inc. 0.05% Add +15.0% 4,650 $1.1M
Ballentine Partners, LLC 0.01% Reduce -1.4% 4,644 $1.1M
Pallas Capital Advisors LLC 0.03% Add +96.9% 4,616 $1.0M
Farther Finance Advisors, LLC 0.01% Add +38.0% 4,573 $1.0M
CMT Capital Markets Trading GmbH 0.68% Add +40.7% 4,538 $1.0M
Cim Investment Management Inc. 0.26% No change 4,443 $1.0M
Wedmont Private Capital 0.03% Reduce -4.0% 4,074 $1.0M
Brown Advisory Inc. 0.00% Reduce -10.1% 4,392 $993K
Mgo One Seven LLC 0.02% Add +1.5% 4,321 $977K
Belpointe Asset Management LLC 0.03% Add +64.6% 4,259 $963K
Parallax Volatility Advisers, L.P. 0.03% New 4,233 $957K
Scotia Capital Inc. 0.00% Add +365.7% 4,210 $952K
Wellington Shields Capital Management, LLC 0.14% Reduce -13.7% 4,203 $950K
Savvy Advisors, Inc. 0.03% Add +6.3% 4,200 $950K
GTS Securities LLC 0.03% Reduce -35.6% 4,144 $937K
LFG Wealth Partners, LLC 0.60% — 4,135 $935K
Regions Financial Corp. 0.01% Add +356.0% 4,118 $931K
Vestcor Inc 0.03% Add +9.1% 4,109 $929K
CV Advisors LLC 0.24% No change 4,092 $925K
AlTi Global, Inc. 0.02% Reduce -2.4% 4,074 $921K
CoreCap Advisors, LLC 0.03% Add +3.0% 4,060 $918K
U.S. Capital Wealth Advisors, LLC 0.02% Add +3.0% 4,054 $917K
Hennessy Advisors Inc. 0.03% Reduce -20.0% 4,000 $905K
1776 Wealth LLC 0.34% No change 3,977 $899K
Tema ETFs LLC 0.07% Add +15.2% 3,961 $896K
Westwood Holdings Group Inc. 0.01% Reduce -1.6% 3,946 $892K
Siemens Fonds Invest GmbH 0.05% Add +37.0% 3,851 $892K
SteelPeak Wealth, LLC 0.03% Reduce -35.0% 3,926 $888K
WealthPlan Investment Management, LLC 0.06% Reduce -14.3% 3,910 $884K
Evergreen Capital Management LLC 0.02% Add +155.7% 3,905 $883K
Boothbay Fund Management, LLC 0.02% Add +40.3% 3,896 $881K
Agf Management Ltd. 0.00% Add +79.3% 3,879 $877K
Aragon Global Management, LP 0.26% Reduce -50.0% 3,850 $871K
Harbour Investments, Inc. 0.02% Reduce -53.4% 3,838 $868K
J.W. Cole Advisors, Inc. 0.02% Reduce -7.5% 3,961 $864K
Staley Capital Advisers Inc. 0.04% No change 3,800 $859K
Whittier Trust Co. of Nevada Inc. 0.02% Add +17.6% 3,426 $858K
AdvisorNet Financial, Inc 0.05% Reduce -12.1% 3,779 $855K
United Advisor Group, LLC 0.11% Reduce -68.9% 3,753 $849K
AIA Group Ltd 0.01% New 3,750 $848K
Sunpointe, LLC 0.28% Add +10.9% 3,723 $842K
Bokf, NA 0.01% Add +2.6% 3,723 $842K
Coldstream Capital Management Inc. 0.01% Reduce -21.6% 3,697 $836K
Evelyn Partners Investment Management (Europe) Ltd 0.27% Add +4.0% 3,681 $832K
Pinnacle Financial Partners, Inc. 0.01% — 3,678 $832K
Citizens Financial Group Inc. 0.01% Add +0.9% 3,677 $831K
Kurv Investment Management LLC 1.03% — 3,638 $823K
Guggenheim Capital LLC 0.01% Reduce -6.1% 3,597 $813K
Atria Investments, Inc 0.01% Add +2.9% 3,575 $808K
Calamos Wealth Management LLC 0.03% Add +68.9% 3,574 $808K
TCW Group Inc. 0.01% New 3,551 $803K
IPG Investment Advisors LLC 0.14% Add +88.4% 3,544 $801K
Pinion Investment Advisors, LLC 0.20% Add +15.8% 3,533 $799K
Regal Investment Advisors LLC 0.05% Add +9.5% 3,518 $796K
VestGen Advisors, LLC 0.03% Add +265.2% 3,513 $794K
MH & Associates Securities Management Corp. 0.64% — 3,466 $784K
Planning Directions Inc. 0.39% No change 3,428 $775K
Kingsview Wealth Management, LLC 0.01% Add +14.2% 3,392 $767K
Elevation Point Wealth Partners, LLC 0.04% Reduce -27.6% 3,390 $767K
Wedbush Securities Inc. 0.02% Add +14.7% 3,375 $763K
Activest Wealth Management 0.14% Add +6.6% 3,371 $762K
Aspen Grove Capital, LLC 0.13% Reduce -1.5% 3,368 $762K
Meridian Management Co. 0.19% Reduce -7.5% 3,344 $756K
Park Avenue Securities LLC 0.01% Add +10.4% 3,344 $756K
OneDigital Investment Advisors LLC 0.01% Add +25.1% 3,314 $749K
Polymer Capital Management (US) LLC 0.10% Reduce -79.9% 3,289 $744K
Atlantic Private Wealth, LLC 0.47% Add +1.6% 3,279 $742K
DAVENPORT & Co LLC 0.00% Add +0.7% 3,247 $734K
Wealthcare Advisory Partners LLC 0.01% Reduce -19.9% 3,218 $728K
Portland Investment Counsel Inc. 0.22% Add +105.6% 3,137 $727K
Moneta Group Investment Advisors LLC 0.01% Add +0.4% 3,188 $721K
Elyxium Wealth, LLC 0.20% Add +99.6% 3,182 $719K
AXS Investments LLC 0.25% Add +1.4% 3,156 $714K
Avanza Fonder AB 0.02% New 3,141 $710K
Allworth Financial LP 0.00% Reduce -0.7% 3,134 $709K
NFSG Corp 0.11% Add +75.2% 3,127 $707K
Cane Capital Partners, LLC 0.29% — 3,104 $702K
Formidable Asset Management, LLC 0.10% Add +2.2% 2,074 $700K
Signaturefd, LLC 0.01% Reduce -3.7% 3,092 $699K
Bridgewater Advisors Inc. 0.05% Reduce -7.1% 3,072 $697K
Dara Capital Us, Inc. 0.61% — 3,061 $692K
Wellington Shields & Co., LLC 0.17% Add +35.5% 3,045 $689K
Ascentis Independent Advisors 0.11% Add +0.6% 3,006 $680K
Gladstone Institutional Advisory LLC 0.03% Reduce -20.1% 3,005 $680K
Wilmar Advisors LLC 0.53% No change 3,000 $678K
Oak Thistle LLC 0.09% Reduce -17.6% 2,978 $673K
Snowden Capital Advisors LLC 0.02% Add +35.9% 2,967 $671K
CTC Alternative Strategies, Ltd. 1.26% Reduce -54.6% 2,962 $670K
SCS Capital Management LLC 0.01% Add +0.0% 2,954 $668K
Coppell Advisory Solutions LLC 0.07% Add +126.2% 2,866 $664K
KG Capital Management 0.17% Reduce -73.4% 2,935 $664K
Smartleaf Asset Management LLC 0.03% Add +54.1% 2,864 $663K
Patten Group, Inc. 0.12% Add +335.2% 2,929 $662K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -0.3% 2,922 $661K
Greenleaf Trust 0.01% Add +7.0% 2,897 $655K
Genesis Financial Group, LLC 0.38% — 2,885 $652K
Banque Cantonale Vaudoise 0.02% Add +37.0% 2,882 $652K
Portman Square Capital LLP 0.63% New 2,880 $651K
Alphadyne Asset Management LP 0.07% New 2,880 $651K
ZEGA Investments, LLC 0.13% New 2,865 $648K
Wealthspire Advisors, LLC 0.01% Add +90.2% 2,838 $642K
MAI Capital Management 0.00% Reduce -4.9% 2,808 $635K
Stegent Equity Advisors, Inc. 0.49% Add +27.4% 2,794 $632K
Exit Wealth Advisors, LLC. 0.37% Add +11.1% 2,778 $628K
Merit Financial Group, LLC 0.01% Add +15.7% 2,749 $622K
BIP Wealth, LLC 0.02% New 2,743 $620K
Interchange Capital Partners, LLC 0.11% Add +3.9% 2,736 $619K
Triumph Capital Management 0.13% Add +195.1% 2,730 $617K
Cura Wealth Advisors, LLC 0.23% Reduce -9.7% 2,709 $613K
Bluebird Wealth Management LLC 0.57% — 2,703 $611K
Blue Line Capital, LLC / IL 0.72% — 2,674 $605K
Koss-Olinger Consulting, LLC 0.05% Reduce -35.7% 2,614 $591K
Spirepoint Private Client, LLC 0.06% Add +0.8% 2,608 $590K
Keybank National Association 0.00% Add +19.5% 2,594 $587K
Erste Asset Management GmbH 0.00% Reduce -93.0% 2,500 $584K
Frank, Rimerman Advisors LLC 0.04% Reduce -0.7% 2,579 $583K
Quadrant Private Wealth Management, LLC 0.09% Reduce -0.5% 2,543 $575K
Silverleafe Capital Partners, LLC 0.17% Add +104.1% 2,512 $568K
Arkadios Wealth Advisors 0.01% Reduce -10.5% 2,506 $567K
Valeo Financial Advisors, LLC 0.01% Reduce -22.3% 2,503 $566K
Shepherd Financial Partners LLC 0.05% New 2,468 $558K
CWA Asset Management Group, LLC 0.02% Add +0.9% 2,466 $558K
Central Pacific Bank - Trust Division 0.07% Reduce -20.5% 2,451 $554K
Investment House LLC 0.03% Reduce -48.1% 2,446 $553K
Accurate Wealth Management, LLC 0.07% Reduce -4.5% 2,284 $550K
Schonfeld Strategic Advisors LLC 0.00% Reduce -92.8% 2,432 $550K
Cullinan Associates Inc. 0.04% Reduce -99.1% 2,425 $548K
Rwa Wealth Partners, LLC 0.01% Reduce -3.6% 2,401 $543K
Brookstone Capital Management 0.01% Reduce -2.8% 2,401 $543K
Gentry Private Wealth, LLC 0.34% Add +66.8% 2,395 $542K
Profund Advisors LLC 0.02% Reduce -23.6% 2,374 $537K
Beacon Investment Advisors LLC 0.22% Reduce -53.6% 2,371 $536K
Waverly Advisors, LLC 0.00% Reduce -30.4% 2,371 $536K
Outfitters Financial LLC 0.42% Add +17.8% 2,345 $530K
Mediolanum International Funds Ltd 0.01% Reduce -82.5% 2,277 $527K
Arkos Global Advisors 0.07% Reduce -1.1% 2,318 $524K
Trust Asset Management LLC 0.04% Reduce -3.0% 2,317 $524K
Fideuram Asset Management (Ireland) dac 0.04% — 2,333 $521K
Western Wealth Management, LLC 0.02% Add +8.0% 2,301 $520K
Global Assets Advisory, LLC 0.15% Reduce -6.7% 2,299 $520K
Ausdal Financial Partners, Inc. 0.02% Add +19.7% 2,295 $519K
Transcend Capital Advisors, LLC 0.04% Reduce -2.9% 2,288 $517K
Employees Retirement System of Texas 0.00% New 2,286 $517K
Glenmede Trust Co. NA 0.00% — 2,278 $515K
Dimension Capital Management LLC 0.07% Reduce -0.0% 2,274 $514K
Everhart Financial Group, Inc. 0.05% Add +4.1% 2,272 $514K
Keystone Financial Group 0.04% Add +1.8% 2,261 $511K
Forum Financial Management, LP 0.01% Reduce -3.4% 2,261 $511K
Clear Creek Financial Management, LLC 0.04% Reduce -68.6% 2,239 $506K
Mayflower Financial Advisors, LLC 0.06% Add +15.4% 2,223 $503K
Mosley Wealth Management 0.23% — 1,297 $502K
Brooklyn Investment Group 0.02% Add +69.0% 2,129 $497K
Csenge Advisory Group 0.02% Add +110.2% 2,165 $490K
Archford Capital Strategies, LLC 0.06% Add +0.5% 2,143 $485K
Groupama Asset Managment 0.01% Reduce -5.7% 2,143 $485K
Sagespring Wealth Partners, LLC 0.01% Add +9.4% 2,139 $484K
Cigna Investments Inc. 0.07% Add +6.2% 2,128 $481K
Savant Capital, LLC 0.00% Reduce -1.7% 2,116 $479K
KCM Investment Advisors LLC 0.02% Add +54.4% 2,112 $478K
BankChampaign, National Association 0.47% — 2,100 $475K
Graham Capital Management, L.P. 0.02% New 2,100 $475K
CreativeOne Wealth, LLC 0.01% Reduce -31.3% 2,089 $472K
Avior Wealth Management, LLC 0.01% Add +15.1% 2,083 $471K
Signature Equity Partners, LLC 0.26% — 2,075 $469K
Traynor Capital Management, Inc. 0.03% Reduce -7.7% 2,070 $468K
Ameritas Investment Partners, Inc. 0.01% No change 2,061 $466K
High Point Wealth Management, LLC 0.45% — 2,058 $465K
Convergence Financial, LLC 0.07% No change 2,050 $464K
Q3 Asset Management 0.10% Add +51.8% 2,025 $458K
Centaurus Financial, Inc. 0.02% Reduce -5.5% 2,025 $458K
Ellevest, Inc. 0.06% Reduce -6.0% 2,021 $457K
Jacobi Capital Management LLC 0.03% Add +1.2% 2,008 $454K
DeDora Capital, Inc. 0.11% Add +10.8% 2,007 $454K
AlphaCore Capital LLC 0.01% Add +2.6% 1,999 $452K
McAdam, LLC 0.02% Add +180.8% 1,994 $451K
Fifth Third Wealth Advisors LLC 0.02% Add +10.4% 1,993 $451K
GAMMA Investing LLC 0.02% Reduce -9.7% 1,988 $450K
Oak Ridge Investments LLC 0.03% Reduce -5.7% 1,978 $447K
Meiji Yasuda Life Insurance Co 0.01% No change 1,970 $445K
Composition Wealth, LLC 0.01% Reduce -1.9% 1,966 $445K
Plato Investment Management Ltd 0.03% Reduce -6.8% 1,956 $444K
DV Trading LLC 0.04% — 1,944 $440K
Diversified Trust Co. 0.01% Add +1.3% 1,921 $434K
Triad Wealth Partners, LLC 0.04% New 1,901 $430K
Hirtle & Co., LLC 0.02% New 1,892 $428K
Dorsey & Whitney Trust CO LLC 0.02% Add +6.8% 1,891 $428K
TrinityBridge Ltd 0.01% Add +8.2% 1,886 $427K
Keystone Wealth Services, LLC 0.09% Reduce -22.3% 1,884 $426K
Strategic Wealth Partners, Ltd. 0.03% Add +2.7% 1,879 $425K
Jeppson Wealth Management, LLC 0.13% Add +8.0% 1,878 $425K
Impact Partnership Wealth, LLC 0.05% Reduce -52.8% 1,874 $424K
X-Square Capital, LLC 0.14% Add +3.0% 1,869 $423K
International Assets Investment Management, LLC 0.03% Add +2.8% 1,861 $421K
World Equity Group, Inc. 0.12% Add +19.3% 1,830 $414K
CSS LLC 0.07% Reduce -58.8% 1,830 $414K
Wilmington Savings Fund Society, FSB 0.01% Add +182.3% 1,821 $412K
RMR Wealth Builders 0.03% Reduce -0.6% 1,811 $410K
Provident Living Financial Services, Inc. 0.40% — 1,789 $405K
Columbia Advisory Partners LLC 0.27% Add +8.0% 1,782 $403K
Pier 88 Investment Partners LLC 0.46% Reduce -6.8% 1,780 $403K
Cladis Investment Advisory, LLC 0.22% Add +51.5% 1,780 $403K
Cottage Street Advisors LLC 0.17% Reduce -42.9% 1,778 $402K
Sigma Planning Corp 0.01% Reduce -10.6% 1,822 $401K
Los Angeles Capital Management LLC 0.00% Reduce -32.0% 1,204 $396K
Journey Strategic Wealth LLC 0.01% Reduce -0.7% 1,739 $393K
Partners Capital Investment Group, LLP 0.01% Reduce -6.5% 1,738 $393K
Accuvest Global Advisors 0.29% Add +23.1% 1,740 $393K
Simon Quick Advisors, LLC 0.02% Add +0.6% 1,732 $392K
Money Concepts Capital Corp. 0.02% Add +6.4% 1,725 $390K
Premier Path Wealth Partners, LLC 0.05% Add +3.4% 1,720 $389K
Requisite Capital Management, LLC 0.07% Add +1.7% 1,719 $389K
UMB Bank, n.a. 0.01% Add +20.3% 1,706 $386K
Flagship Harbor Advisors, LLC 0.02% Reduce -23.6% 1,704 $385K
Emerald Advisers, LLC 0.01% Reduce -4.3% 1,703 $385K
Clarius Group, LLC 0.02% Add +35.5% 1,700 $384K
Westshore Wealth, LLC 0.13% No change 1,694 $383K
MSH Capital Advisors LLC 0.08% Add +3.3% 1,682 $380K
Net Worth Advisory Group 0.08% Reduce -13.9% 1,675 $379K
PFG Investments, LLC 0.02% Add +16.4% 1,674 $379K
Geneos Wealth Management Inc. 0.01% Add +13.6% 1,671 $378K
XTX Topco Ltd 0.01% Reduce -53.7% 1,670 $378K
Arrington Capital Management, LLC 0.42% — 1,669 $377K
Bessemer Group Inc. 0.00% Reduce -35.4% 1,673 $377K
Mount Lucas Management LP 0.17% Reduce -1.8% 1,648 $373K
Sun Group Wealth Partners 0.30% — 1,641 $371K
Rossby Financial, LCC 0.11% Add +13.3% 1,615 $365K
Marietta Wealth Management, LLC 0.04% New 1,611 $364K
Commerzbank Aktiengesellschaft 0.01% No change 1,595 $361K
Westmount Partners, LLC 0.09% Reduce -15.8% 1,596 $361K
Trilogy Capital Inc. 0.02% New 1,587 $359K
V-Square Quantitative Management LLC 0.04% New 1,585 $358K
FIL Ltd 0.00% Reduce -55.5% 1,575 $356K
Jupiter Asset Management Ltd. 0.00% Reduce -86.1% 1,573 $356K
GFS Advisors, LLC 0.04% Add +30.0% 1,560 $353K
Eaton Financial Holdings Company, LLC 0.09% Add +62.2% 1,557 $352K
Morse Asset Management, Inc 0.07% Reduce -76.4% 1,555 $352K
Berger Financial Group, Inc 0.02% Reduce -0.8% 1,554 $351K
Main Street Research LLC 0.02% Reduce -0.1% 1,551 $351K
Ritholtz Wealth Management 0.01% Reduce -3.3% 1,547 $350K
South Dakota Investment Council 0.01% Reduce -23.0% 1,540 $348K
NTV Asset Management LLC 0.04% Reduce -45.4% 1,538 $348K
Intesa Sanpaolo S.p.A. 0.02% — 1,500 $347K
Colonial River Investments, LLC 0.12% New 1,535 $347K
Carter Financial Group, INC. 0.21% Reduce -5.8% 1,534 $347K
Optimize Financial Inc. 0.17% Add +1.3% 1,530 $346K
Capital Advisors Wealth Management, LLC 0.05% Reduce -1.6% 1,525 $345K
Sapient Capital LLC 0.00% Add +2.1% 1,485 $344K
Chesapeake Capital Corp. 0.29% Reduce -25.0% 1,517 $343K
Quadrant Capital Group LLC 0.01% Reduce -54.3% 1,508 $341K
Pacific Point Advisors, LLC 0.18% No change 1,500 $339K
Zweig-DiMenna Associates LLC 0.02% Reduce -94.1% 1,500 $339K
Ceeto Capital Group, LLC 0.10% Add +50.0% 1,500 $339K
Churchill Financial Advisors, LLC 0.10% — 1,490 $337K
Sowell Financial Services LLC 0.01% Reduce -28.1% 1,480 $335K
Argent Capital Management LLC 0.01% Reduce -67.9% 1,476 $334K
Integrated Wealth Concepts LLC 0.00% Reduce -60.1% 1,473 $333K
Harfst & Associates, Inc. 0.06% Add +9.3% 1,472 $333K
Red Door Wealth Management, LLC 0.03% Add +14.8% 1,468 $332K
Larson Financial Group LLC 0.01% Add +1.3% 1,467 $332K
Vantage Financial Partners, LLC 0.07% No change 1,466 $332K
Apollon Wealth Management, LLC 0.01% Add +66.3% 1,463 $331K
Diligent Investors, LLC 0.08% New 1,457 $329K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -1.7% 1,454 $329K
Allianz SE 0.00% Reduce -56.0% 1,440 $326K
Nations Financial Group Inc, /Ia/ 0.02% Add +12.6% 1,438 $325K
Alps Advisors Inc. 0.00% Add +1.1% 1,425 $322K
Inspire Investing, LLC 0.03% Add +54.6% 1,424 $322K
Eagle Global Advisors LLC 0.01% Add +22.4% 1,420 $321K
Aaron Wealth Advisors LLC 0.02% Reduce -20.0% 1,415 $320K
Koshinski Asset Management, Inc. 0.02% Add +3.0% 1,409 $319K
Granville Capital, Inc. 0.17% — 1,400 $317K
Rockline Wealth Management, LLC 0.06% Reduce -1.6% 1,392 $315K
Moors & Cabot, Inc. 0.01% Add +33.7% 1,389 $314K
EverSource Wealth Advisors, LLC 0.01% Reduce -23.6% 1,389 $314K
Silver Oak Securities, Incorporated 0.02% Add +5.7% 1,346 $312K
PCB Capital LLC 0.50% — 1,368 $309K
Focus Financial Network, Inc. 0.01% Reduce -3.2% 1,363 $308K
Praxis Investment Management Inc. 0.02% Reduce -67.5% 1,358 $307K
Capital Investment Advisors, LLC 0.00% Reduce -7.0% 1,353 $306K
Arrowroot Family Office, LLC 0.11% Reduce -0.4% 1,347 $305K
2UniFi Bank 0.14% No change 1,345 $304K
Visionary Wealth Advisors 0.01% Reduce -41.1% 1,341 $303K
Howard Capital Management, LLC 0.00% Add +2.8% 1,320 $299K
Crestwood Advisors Group, LLC 0.00% Add +10.6% 1,314 $297K
Ewa, LLC 0.07% Add +5.8% 1,306 $295K
Modern Wealth Management, LLC 0.01% Add +30.8% 1,301 $294K
Florida Trust Wealth Management Co 0.01% Add +9.9% 1,299 $294K
Synergy Asset Management, LLC 0.03% New 1,292 $292K
Evercore Wealth Management, LLC 0.00% Reduce -1.9% 1,277 $289K
Ascent Group, LLC 0.01% Add +8.1% 1,268 $287K
Dynasty Wealth Management, LLC 0.00% Reduce -7.5% 1,256 $284K
Personal Cfo Solutions, LLC 0.05% Add +9.5% 1,256 $284K
Oxinas Partners, LLC 0.14% Add +3.7% 1,254 $284K
Bailard, Inc. 0.01% New 1,254 $284K
Ionic Capital Management LLC 0.33% Reduce -16.2% 1,252 $283K
Emerald Mutual Fund Advisers Trust 0.01% No change 1,251 $283K
Cascade Financial Partners, LLC 0.03% No change 1,250 $283K
Westpac Banking Corp. 0.02% Add +13.7% 1,236 $280K
Avid Wealth Partners LLC 0.14% Add +0.1% 1,228 $278K
LeConte Wealth Management, LLC 0.18% Add +28.4% 1,217 $275K
Heartland Bank & Trust Co 0.12% New 1,216 $275K
Ameritas Advisory Services, LLC 0.01% Add +94.2% 1,212 $274K
Hantz Financial Services, Inc. 0.00% Add +20.4% 1,208 $273K
Certior Financial Group, LLC 0.19% Add +0.2% 1,204 $272K
Quattro Advisors LLC 0.22% — 1,203 $272K
Radnor Capital Management, LLC 0.04% Add +26.1% 1,185 $268K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +31.3% 1,182 $267K
Hodges Capital Management Inc. 0.02% New 1,180 $267K
Ancora Advisors LLC 0.01% Add +0.4% 1,179 $267K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Reduce -11.6% 1,169 $264K
Patton Fund Management, Inc. 0.04% Reduce -87.9% 1,165 $263K
Softbank Group Corp. 0.00% New 1,163 $263K
Ares Systematic Credit Ltd 1.01% — 1,154 $261K
Watershed Private Wealth LLC 0.08% No change 1,154 $261K
CI Investments Inc. 0.00% Reduce -0.5% 1,143 $258K
Cornerstone Wealth Management, LLC 0.01% Add +0.2% 1,138 $257K
Azzad Asset Management Inc. 0.03% Reduce -43.1% 1,132 $256K
Chickasaw Capital Management LLC 0.01% No change 1,125 $254K
Certuity, LLC 0.02% Add +62.6% 1,119 $253K
Harbor Investment Advisory, LLC 0.02% Reduce -34.8% 1,115 $252K
Lauterbach Financial Advisors, LLC 0.12% No change 1,113 $252K
L2 Asset Management, LLC 0.03% Add +14.8% 1,108 $251K
Chilton Investment Co. Inc. 0.01% Reduce -2.1% 1,108 $251K
Stephens Inc. 0.00% Add +4.7% 1,099 $249K
SageView Advisory Group, LLC 0.01% Add +3.6% 1,093 $247K
Main Street Financial Solutions, LLC 0.02% Reduce -40.2% 1,092 $247K
TCP Asset Management, LLC 0.04% Add +36.6% 1,086 $246K
Western Financial Corp 0.10% Reduce -83.0% 1,085 $245K
Crosspoint Financial, LLC 0.58% No change 1,083 $245K
CRA Financial Services, LLC 0.03% Reduce -10.9% 1,083 $245K
Pettinga Financial Advisors LLC 0.05% Add +1.4% 1,076 $243K
Capital Advisors Inc. 0.00% Add +2.5% 1,070 $242K
Congress Asset Management Co. 0.00% No change 1,070 $242K
Clearstead Advisors, LLC 0.00% Add +61.5% 1,066 $241K
Innovative Advisory Group, LLC 0.16% Reduce -26.2% 1,066 $241K
Conning Inc. 0.01% Add +9.1% 1,064 $241K
StoneX Group Inc. 0.01% Add +14.8% 1,058 $241K
Cooper Financial Group 0.03% Add +17.7% 1,063 $240K
Forvis Mazars Wealth Advisors, LLC 0.00% Add +1.6% 1,057 $239K
SeaCrest Wealth Management, LLC 0.02% Reduce -23.4% 970 $239K
Gsa Capital Partners LLP 0.02% Reduce -63.0% 1,046 $237K
Equitable Trust Co. 0.01% New 1,038 $235K
Stratos Wealth Advisors, LLC 0.01% Add +14.5% 1,035 $234K
West Family Investments, Inc. 0.05% No change 1,029 $233K
Aigen Investment Management, LP 0.05% New 1,029 $233K
SP Asset Management LLC 0.02% No change 1,028 $232K
Laidlaw Wealth Management LLC 0.72% No change 1,023 $231K
Consolidated Capital Management, LLC 0.07% Add +51.3% 1,017 $230K
NewEdge Wealth, LLC 0.00% New 1,009 $228K
Tortuga Wealth Management, Inc 0.24% — 1,007 $228K
WMS Group LLC 0.29% — 1,006 $227K
Grey Ledge Advisors, LLC 0.05% New 1,005 $227K
Silvercrest Asset Management Group LLC 0.00% Reduce -54.6% 1,003 $227K
Delta Investment Management, LLC 0.04% Add +17.2% 1,001 $226K
Brown Brothers Harriman & Co. 0.00% Add +10.0% 1,001 $226K
Firsthand Capital Management, Inc. 0.42% No change 1,000 $226K
Titiun Yejiel 0.28% — 1,000 $226K
Woodward Diversified Capital, LLC 0.10% New 1,000 $226K
Welch Group, LLC 0.01% No change 1,000 $226K
NorthRock Partners, LLC 0.00% Reduce -57.2% 999 $226K
Bollard Group LLC 0.01% No change 1,000 $226K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -2.3% 996 $225K
Estate Planners Group, LLC 0.10% — 994 $225K
Bridgefront Capital, LLC 0.06% New 993 $225K
Smith, Moore & Co. 0.02% Add +8.9% 988 $223K
Level Four Advisory Services, LLC 0.01% Reduce -28.3% 988 $223K
Stirlingshire Investments, Inc. 0.20% — 980 $222K
Norden Group LLC 0.02% Reduce -20.3% 979 $221K
CENTRAL TRUST Co 0.00% Add +329.6% 971 $220K
Alamea Verwaltungs GmbH 0.15% Add +50.3% 1,124 $219K
Dover Advisors, LLC 0.08% No change 967 $219K
Sherbrooke Park Advisers LLC 0.56% New 963 $218K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +17.4% 958 $217K
EFG International AG 0.00% — 957 $216K
Pekin Hardy Strauss, Inc. 0.02% New 955 $216K
PDS Planning, Inc 0.01% Add +10.7% 952 $215K
Compass Ion Advisors, LLC 0.02% No change 949 $215K
Private Trust Co. NA 0.02% Add +32.4% 949 $215K
Blue Trust, Inc. 0.00% Reduce -3.8% 940 $213K
Childress Capital Advisors, LLC 0.03% Reduce -11.1% 933 $211K
Silverlake Wealth Management LLC 0.05% New 930 $210K
Arax Advisory Partners 0.01% Reduce -8.7% 928 $210K
Perennial Investment Advisors, LLC 0.02% Reduce -4.4% 928 $210K
Shelton Wealth Management, LLC 0.09% Add +22.3% 927 $210K
One Capital Management, LLC 0.01% Add +12.1% 927 $210K
Spire Wealth Management 0.01% Reduce -81.4% 927 $210K
Jaffetilchin Investment Partners, LLC 0.01% New 925 $209K
DLD Asset Management, LP 0.07% New 916 $207K
Yarbrough Capital, LLC 0.01% Reduce -40.0% 914 $207K
Tsfg, LLC 0.03% No change 910 $206K
Procyon Advisors, LLC 0.01% New 909 $206K
Headland Capital, LLC 0.06% New 907 $205K
HBK Sorce Advisory LLC 0.00% Reduce -10.6% 1,234 $204K
Lotus Technology Management, LP 0.11% — 901 $204K
Brandywine Oak Private Wealth LLC 0.02% No change 891 $201K
IFG Advisory, LLC 0.01% Reduce -9.6% 889 $201K
Principal Securities, Inc. 0.00% Add +0.3% 887 $201K
Alta Advisers Ltd 0.07% Reduce -18.4% 886 $200K
CIBC Private Wealth Group LLC 0.00% Reduce -33.3% 880 $199K
KERR FINANCIAL PLANNING Corp 0.26% Add +15.3% 1,263 $190K
XY Capital Ltd 0.19% New 828 $187K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.09% Add +10.1% 820 $185K
Sound Income Strategies, LLC 0.01% Add +235.8% 759 $183K
Sunbelt Securities, Inc. 0.01% Add +123.9% 806 $182K
Reyes Financial Architecture, Inc. 0.11% Reduce -12.5% 792 $179K
Dagco, Inc. 0.04% No change 780 $176K
CX Institutional 0.01% Add +12.9% 779 $176K
SHP Wealth Management 0.01% — 774 $175K
Spirit of America Management Corp. 0.04% Add +36.4% 750 $170K
Cranbrook Wealth Management, LLC 0.03% No change 750 $170K
HM Payson & Co. 0.00% No change 743 $168K
City State Bank 0.04% Add +581.9% 716 $162K
IFC & Insurance Marketing, Inc. 0.15% — 673 $152K
Basecamp Wealth Advisors LLC 0.03% — 659 $149K
Johnson Financial Group, Inc. 0.01% Add +6.2% 651 $147K
CYBER HORNET ETFs LLC 0.09% Add +5.7% 647 $146K
Montag A & Associates Inc. 0.01% Reduce -63.0% 641 $145K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.23% — 635 $144K
Quaker Wealth Management, LLC 0.05% Add +3850.0% 632 $143K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +179.7% 621 $140K
State of Wyoming 0.02% Reduce -57.1% 613 $139K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -6.7% 604 $137K
SRH Advisors, LLC 0.04% Add +10.1% 600 $136K
Nemes Rush Group LLC 0.01% Add +0.2% 599 $135K
Westside Investment Management, Inc. 0.02% Add +0.2% 584 $135K
Indiana Trust & Investment Management Co 0.04% No change 590 $133K
Sentry Investment Management LLC 0.08% No change 561 $127K
Lanark Financial, Inc. 0.01% Add +14.5% 561 $127K
Hollencrest Capital Management 0.00% Add +55.4% 558 $126K
Creative Financial Designs Inc. 0.01% Add +6.8% 535 $121K
EMC Capital Management 0.05% New 500 $120K
Financial Freedom, LLC 0.06% No change 527 $119K
Financial Perspectives, Inc 0.03% No change 513 $116K
Versant Capital Management, Inc 0.01% Add +26.8% 511 $116K
C M Bidwell & Associates Ltd. 0.05% Reduce -63.7% 509 $115K
Strategic Advocates LLC 0.03% Add +6.5% 491 $114K
Fairman Group, LLC 0.09% No change 500 $113K
Atlantic Union Bankshares Corp 0.00% Add +87.5% 493 $112K
Zions Bancorporation, National Association 0.01% Reduce -73.9% 479 $108K
Center for Financial Planning, Inc. 0.01% Add +1.3% 470 $106K
Tucker Asset Management LLC 0.03% New 461 $104K
JTC Employer Solutions Trustee Ltd 0.01% No change 458 $103K
Avion Wealth 0.02% Reduce -0.5% 443 $100K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% New 430 $97K
RMG Wealth Management LLC 0.01% No change 426 $96K
Parkside Financial Bank & Trust 0.01% Add +4.2% 424 $96K
Aventura Private Wealth, LLC 0.03% Add +23.7% 402 $91K
Ostrum Asset Management 0.00% Reduce -24.9% 396 $90K
Strategic Investment Solutions, Inc. 0.02% New 394 $89K
Evelyn Partners Investment Management Services Ltd 0.01% Add +10.7% 393 $89K
Cromwell Holdings LLC 0.05% Add +6.3% 388 $88K
Armstrong Advisory Group, Inc. 0.01% No change 378 $85K
Golden State Wealth Management, LLC 0.01% Add +17.6% 361 $82K
BOCHK Asset Management Ltd 0.02% Reduce -97.4% 350 $79K
Keating Financial Advisory Services, Inc. 0.01% — 350 $79K
Torren Management, LLC 0.04% — 342 $77K
SJS Investment Consulting Inc. 0.01% Add +2.1% 339 $77K
Summit Securities Group LLC 0.01% Reduce -50.9% 339 $77K
Capital Advisors, Ltd. LLC 0.01% Add +3.4% 334 $76K
American National Bank & Trust 0.01% Add +1505.0% 321 $73K
DV Equities, LLC 0.01% — 320 $72K
Caitlin John, LLC 0.05% Reduce -13.7% 315 $71K
Hoey Investments, Inc. 0.01% Reduce -3.4% 312 $71K
LFA - Lugano Financial Advisors SA 0.04% No change 308 $70K
Estabrook Capital Management 0.01% No change 303 $69K
Compagnie Lombard Odier SCmA 0.00% No change 300 $68K
Reflection Asset Management 0.05% — 299 $68K
TD Waterhouse Canada Inc. 0.00% Add +84.2% 291 $66K
Tamar Securities, LLC 0.01% New 287 $65K
Pinnacle Wealth Planning Services, Inc. 0.01% New 286 $65K
SOA Wealth Advisors, LLC. 0.01% Add +41.3% 284 $64K
Concord Wealth Partners 0.01% Reduce -43.5% 267 $60K
AlphaQuest LLC 0.00% Add +9.8% 258 $58K
AlphaCentric Advisors LLC 0.06% — 255 $58K
Gould Capital, LLC 0.04% Reduce -4.5% 255 $58K
Medallion Wealth Advisors, LLC 0.02% No change 254 $57K
HighMark Wealth Management LLC 0.02% No change 253 $57K
Perkins Coie Trust Co 0.01% Reduce -6.4% 250 $57K
Quent Capital, LLC 0.00% Add +56.9% 240 $54K
Cape Investment Advisory, Inc. 0.02% Add +529.0% 239 $54K
Loomis Sayles & Co. L P 0.00% No change 238 $54K
Root Financial Partners, LLC 0.00% Add +27.6% 231 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +28.6% 225 $51K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -4.9% 214 $48K
Legacy Wealth Managment, LLC 0.02% Add +728.0% 207 $47K
NBT Bank, N.A. 0.00% Reduce -32.9% 226 $46K
Stephens Consulting, LLC 0.01% Add +99.0% 201 $45K
Addison Advisors LLC 0.01% No change 200 $45K
BNP Paribas 0.00% No change 195 $45K
Wiser Advisor Group LLC 0.05% No change 193 $44K
Cedar Mountain Advisors, LLC 0.01% No change 177 $40K
North Star Investment Management Corp. 0.00% Add +17.6% 174 $39K
Chelsea Counsel Co. 0.02% No change 170 $38K
CVA Family Office, LLC 0.00% Reduce -37.5% 165 $37K
Y.D. More Investments Ltd 0.00% Reduce -2.9% 165 $37K
Physician Wealth Advisors, Inc. 0.01% Reduce -12.9% 162 $37K
Barrett & Company, Inc. 0.01% No change 150 $34K
Pittenger & Anderson Inc. 0.00% Reduce -34.1% 145 $33K
Vision Retirement, LLC 0.01% — 144 $33K
Rothschild Investment LLC 0.00% Reduce -17.9% 142 $32K
Silvant Capital Management LLC 0.00% Reduce -98.6% 142 $32K
Financial Consulate, Inc. 0.00% No change 141 $32K
S-Bank Fund Management Ltd 0.00% Reduce -20.3% 141 $32K
NCP Inc. 0.03% New 140 $32K
TD Private Client Wealth LLC 0.00% Reduce -13.1% 139 $31K
Farmers & Merchants Investments Inc. 0.00% Add +6.2% 138 $31K
Highline Wealth Partners LLC 0.01% Reduce -45.2% 137 $31K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 134 $30K
University of Texas/Texas Am Investment Management Co. 0.00% Reduce -34.6% 132 $30K
Osbon Capital Management LLC 0.03% — 132 $30K
Brooklands Fund Management Ltd 0.02% — 150 $29K
GW&K Investment Management, LLC 0.00% Reduce -15.1% 129 $29K
SouthState Bank Corp 0.00% Add +12.3% 128 $29K
Albion Financial Group 0.00% No change 126 $28K
Salomon & Ludwin, LLC 0.00% Add +23.3% 111 $28K
MV Capital Management, Inc. 0.00% Add +4.3% 121 $27K
Acadian Asset Management LLC 0.00% Reduce -65.4% 122 $27K
Colonial Trust Advisors 0.00% No change 101 $23K
Peoples Financial Services Corp. 0.01% No change 100 $23K
Kings Path Partners LLC 0.01% New 100 $23K
Hurley Capital, LLC 0.01% Add +130.2% 99 $22K
Elevation Wealth Partners, LLC 0.01% Reduce -16.2% 98 $22K
Bell Investment Advisors, Inc 0.00% Reduce -2.1% 94 $21K
Pension & Wealth Management Advisors, Inc. 0.01% Add +355.0% 91 $21K
Rosenberg Matthew Hamilton 0.00% Add +81.6% 89 $20K
Covestor Ltd 0.01% Reduce -9.3% 88 $20K
SIMA Wealth Partners, LLC 0.01% No change 87 $20K
Glen Eagle Advisors, LLC 0.00% Add +52.6% 87 $20K
Tidemark, LLC 0.01% No change 84 $19K
Quarry LP 0.00% Reduce -52.8% 83 $19K
Abound Financial, LLC 0.01% New 78 $18K
JFS Wealth Advisors, LLC 0.00% Add +29.3% 75 $17K
Signature Resources Capital Management, LLC 0.01% No change 73 $17K
GPS Wealth Strategies Group, LLC 0.01% Reduce -88.4% 71 $16K
Murphy & Mullick Capital Management Corp 0.01% No change 70 $16K
Fourth Dimension Wealth, LLC 0.01% No change 70 $16K
Asset Dedication, LLC 0.00% No change 69 $16K
Rachor Investment Advisory Services, LLC 0.01% — 65 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 65 $15K
Cornerstone Planning Group LLC 0.00% Add +27.3% 70 $15K
HHM Wealth Advisors, LLC 0.00% Reduce -89.2% 63 $14K
Elevated Capital Advisors, LLC 0.00% New 61 $14K
DT Investment Partners, LLC 0.00% No change 59 $13K
Copia Wealth Management 0.01% Add +16.0% 58 $13K
Truvestments Capital LLC 0.00% Add +3.6% 58 $13K
Sachetta, LLC 0.01% No change 56 $13K
Westfuller Advisors, LLC 0.01% Reduce -21.1% 56 $13K
Wolff Wiese Magana LLC 0.01% Reduce -15.4% 55 $12K
S&T Bank 0.00% Reduce -12.7% 55 $12K
Private Wealth Management Group, LLC 0.00% No change 54 $12K
WPG Advisers, LLC 0.01% No change 51 $12K
Greenline Wealth Management LLC 0.01% — 51 $11K
Consultiva Wealth Management, Corp. 0.03% No change 50 $11K
Evolution Wealth Management Inc. 0.01% Reduce -12.3% 50 $11K
Wellington-Altus USA Inc. 0.01% — 50 $11K
Mechanics Financial Corp 0.00% No change 50 $11K
Operose Advisors LLC 0.00% No change 50 $11K
Princeton Global Asset Management LLC 0.00% No change 50 $11K
Avalon Trust Co 0.00% Reduce -3.9% 50 $11K
Quintet Private Bank (Europe) S.A. 0.00% No change 50 $11K
Abound Wealth Management 0.00% Reduce -54.1% 50 $11K
Sankala Group LLC 0.01% — 62 $11K
Howard Hughes Medical Institute 0.01% No change 48 $11K
Manchester Capital Management LLC 0.00% Reduce -90.7% 48 $11K
Ares Financial Consulting, LLC 0.01% — 47 $11K
Valued Wealth Advisors LLC 0.00% No change 46 $10K
Ankerstar Wealth, LLC 0.01% — 46 $10K
Hilltop National Bank 0.00% No change 45 $10K
Merited Wealth, LLC 0.01% — 45 $10K
Aspect Partners, LLC 0.00% Add +18.4% 45 $10K
MTM Investment Management, LLC 0.00% Add +50.0% 45 $10K
Meeder Asset Management Inc. 0.00% No change 45 $10K
St Germain D J Co. Inc. 0.00% Reduce -92.2% 45 $10K
Groupe la Francaise 0.00% Reduce -96.7% 50 $10K
Bogart Wealth, LLC 0.00% Add +377.8% 43 $10K
PayPay Securities Corp 0.27% Add +720.0% 41 $9K
Hilton Head Capital Partners, LLC 0.01% — 40 $9K
First United Bank & Trust 0.00% No change 40 $9K
Clean Yield Group 0.00% No change 40 $9K
Hartford Financial Management Inc. 0.00% No change 40 $9K
Fortitude Family Office, LLC 0.00% Add +2.6% 40 $9K
First PREMIER Bank 0.00% No change 42 $9K
Bruce G. Allen Investments, LLC 0.01% Reduce -15.2% 39 $9K
IMG Wealth Management, Inc. 0.01% Add +225.0% 39 $9K
Wealth Preservation Advisors, LLC 0.00% Add +30.0% 39 $9K
Wilkerson Advisory Group LLC 0.00% — 39 $9K
Duncker Streett & Co. Inc. 0.00% New 39 $9K
Rialto Wealth Management, LLC 0.00% No change 38 $9K
United Financial Planning Group LLC 0.01% New 38 $9K
Steph & Co. 0.00% Reduce -92.9% 36 $8K
Financially Speaking Inc 0.01% No change 35 $8K
Decker Retirement Planning Inc. 0.00% Reduce -99.8% 34 $8K
Tradewinds Capital Management, LLC 0.00% No change 34 $8K
Nova Wealth Management, Inc. 0.01% No change 34 $8K
Investors Research Corp 0.00% No change 33 $7K
IFS Advisors, LLC 0.00% No change 33 $7K
Global Wealth Strategies & Associates 0.00% No change 32 $7K
Clearstead Trust, LLC 0.00% Reduce -31.1% 31 $7K
Financial Management Professionals, Inc. 0.00% Reduce -6.1% 31 $7K
Vermillion & White Wealth Management Group, LLC 0.00% Add +42.9% 30 $7K
Park Place Capital Corp 0.00% Add +50.0% 30 $7K
Webster Bank, N. A. 0.00% No change 30 $7K
TFC Financial Management, Inc. 0.00% Add +45.0% 29 $7K
Turning Point Benefit Group, Inc. 0.00% Add +38.1% 29 $7K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 29 $7K
Archer Investment Corp 0.00% Reduce -30.0% 28 $6K
Transce3nd, LLC 0.05% No change 29 $6K
Cornerstone Financial Management LLC 0.01% — 27 $6K
Scarborough Advisors, LLC 0.00% No change 27 $6K
High Note Wealth, LLC 0.00% Add +100.0% 26 $6K
MRP Capital Investments, LLC 0.00% No change 25 $6K
Clark Wealth Partners 0.00% No change 25 $6K
Graney & King, LLC 0.00% No change 25 $6K
Eukles Asset Management 0.00% No change 25 $6K
Ransom Advisory, Ltd 0.00% No change 25 $6K
Orion Capital Management LLC 0.00% No change 25 $6K
Trust Co. of Vermont 0.00% No change 25 $6K
Adirondack Trust Co. 0.00% Add +41.2% 24 $5K
Crewe Advisors LLC 0.00% Add +26.3% 24 $5K
Louisbourg Investments Inc. 0.00% New 23 $5K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -43.9% 23 $5K
Sittner & Nelson, LLC 0.00% New 31 $5K
Cheviot Value Management, LLC 0.00% No change 24 $5K
Navigoe, LLC 0.00% No change 26 $5K
GHP Investment Advisors, Inc. 0.00% No change 22 $5K
Raffa Wealth Management, LLC 0.00% No change 22 $5K
Trust Co. of Toledo NA 0.00% No change 22 $5K
Trust Co 0.00% Add +120.0% 22 $5K
Plante Moran Financial Advisors, LLC 0.00% No change 21 $5K
Banque Transatlantique SA 0.00% No change 21 $5K
ORG Partners LLC 0.00% Reduce -16.0% 21 $5K
Prestige Wealth Management Group LLC 0.00% Reduce -25.9% 20 $5K
Dogwood Wealth Management LLC 0.00% Reduce -35.5% 20 $5K
Nvwm, LLC 0.00% Reduce -99.2% 20 $5K
Independence Bank of Kentucky 0.00% Add +53.9% 20 $5K
Bellevue Asset Management, LLC 0.00% No change 20 $5K
Centerpoint Advisors, LLC 0.00% No change 17 $4K
1620 Investment Advisors, Inc. 0.00% No change 17 $4K
Accent Capital Management, LLC 0.00% No change 16 $4K
Chesapeake Asset Management LLC 0.00% No change 15 $3K
True Wealth Design, LLC 0.00% Reduce -6.7% 14 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -6.7% 14 $3K
T. Rowe Price Investment Management, Inc. 0.00% No change 13 $3K
Hughes Financial Services, LLC 0.00% Reduce -23.5% 13 $3K
Financial Network Wealth Advisors LLC 0.00% New 12 $3K
Principia Wealth Advisory, LLC 0.00% Add +9.1% 12 $3K
Jessup Wealth Management, Inc 0.00% New 12 $3K
Measured Wealth Private Client Group, LLC 0.00% New 12 $3K
Manitou Investment Management Ltd. 0.00% No change 12 $3K
American Capital Advisory, LLC 0.00% Add +22.2% 11 $2K
Wealth Watch Advisors, INC 0.00% Reduce -31.3% 11 $2K
Transamerica Financial Advisors, LLC 0.00% Add +22.2% 11 $2K
First Horizon Corp. 0.00% No change 11 $2K
Bare Financial Services, Inc 0.00% Add +120.0% 11 $2K
Bay Harbor Wealth Management, LLC 0.00% No change 11 $2K
YANKCOM Partnership 0.00% New 10 $2K
Optima Capital LLC 0.00% New 10 $2K
Lodestone Wealth Management LLC 0.00% New 10 $2K
Berkshire Capital Holdings Inc. 0.00% Reduce -100.0% 10 $2K
Commonwealth Retirement Investments LLC 0.00% New 10 $2K
J.Safra Asset Management Corp 0.00% No change 10 $2K
Washington Trust Advisors, Inc. 0.00% Reduce -40.0% 9 $2K
Quest 10 Wealth Builders, Inc. 0.00% Add +0.0% 9 $2K
Kimelman & Baird, LLC 0.00% No change 9 $2K
Steigerwald, Gordon & Koch Inc. 0.00% New 9 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 8 $2K
NorthAvenue LLC 0.00% — 8 $2K
MCF Advisors LLC 0.00% Reduce -77.1% 8 $2K
Vermillion Wealth Management, Inc. 0.00% New 8 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -93.3% 7 $2K
1015 Capital Partners, LLC 0.00% — 7 $2K
William B. Walkup & Associates, Inc. 0.00% No change 7 $2K
WealthCollab, LLC 0.00% No change 7 $2K
DHJJ Financial Advisors, Ltd. 0.00% Add +40.0% 7 $2K
WestEnd Advisors, LLC 0.00% Add +40.0% 7 $2K
Dunhill Financial, LLC 0.00% New 6 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 6 $1K
Millstone Evans Group, LLC 0.00% No change 6 $1K
Godsey & Gibb, Inc. 0.00% No change 6 $1K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -14.3% 6 $1K
First Command Advisory Services, Inc. 0.00% New 6 $1K
Retirement Wealth Solutions LLC 0.00% Reduce -76.2% 5 $1K
Garton & Associates Financial Advisors LLC 0.00% — 5 $1K
McGuire Capital Advisors Inc. 0.00% — 5 $1K
Navalign, LLC 0.00% New 5 $1K
Toth Financial Advisory Corp. 0.00% New 5 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 6 $1K
Valley National Advisers Inc. 0.00% Reduce -60.0% 6 $1K
Roble, Belko & Company, Inc 0.00% Reduce -83.3% 5 $1K
Mascoma Wealth Management LLC 0.00% New 4 $905
Smallwood Wealth Investment Management, LLC 0.00% No change 4 $904
Colonial Trust Co / SC 0.00% Reduce -25.0% 3 $767
HFM Investment Advisors, LLC 0.00% No change 3 $679
DecisionPoint Financial, LLC 0.00% No change 3 $679
Your Advocates Ltd., LLP 0.00% New 3 $678
Arlington Trust Co LLC 0.00% Reduce -99.5% 3 $678
Seneschal Advisors, LLC 0.00% No change 2 $453
Kilter Group LLC 0.00% Reduce -77.8% 2 $453
Marquette Asset Management, LLC 0.00% Reduce -89.5% 2 $453
Prosperity Bancshares Inc 0.00% — 2 $452
Asset Planning,Inc 0.00% No change 2 $452
Sunrise Financial Services, LLC 0.00% — 2 $452
United Community Bank 0.00% Reduce -66.7% 2 $452
Strive Financial Group ,LLC 0.00% — 2 $452
TD Capital Management LLC 0.00% No change 2 $452
LRI Investments, LLC 0.00% New 2 $452
E Fund Management (Hong Kong) Co., Ltd. 0.00% Reduce -99.2% 2 $376
Delos Wealth Advisors, LLC 0.00% No change 1 $227
Chilton Capital Management LLC 0.00% New 1 $227
ROSS\JOHNSON & Associates LLC 0.00% No change 1 $226
Cullen/Frost Bankers, Inc. 0.00% New 1 $226
Grove Bank & Trust 0.00% New 1 $226
Private Wealth Asset Management, LLC 0.00% No change 1 $226
Wealth Enhancement Trust Services, Inc. 0.00% — 1 $226
Three Bearings Fiduciary Advisors, Inc. 0.00% — 1 $195
Motiv8 Investments LLC 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.