CoupangCPNG

13F holders, Q1 2025 (March 31)
615holders +8
79new positions
70sold out
15famous investors
$21.93avg. 13F price*

At the end of Q1 2025, 615 institutions reported holding Coupang Inc. (CPNG) in their 13F filings, up 8 from Q4 2024. 79 opened new positions and 70 sold out. The largest holders were SB Investment Advisers (uk) Ltd. ($7.7B), Baillie Gifford & Co. ($3.4B) and Morgan Stanley ($1.6B). 15 famous investors held it, including Stanley Druckenmiller (6.8% of Duquesne Family Office's portfolio), David Abrams (5.1% of Abrams Capital Management's portfolio) and Brad Gerstner (3.3% of Altimeter Capital Management's portfolio).

Company
Coupang Inc.
CUSIP
22266T109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 479Q1 2024Q2 2024: 523Q2 2024Q3 2024: 534Q3 2024Q4 2024: 607Q4 2024Q1 2025: 615Q1 2025Q2 2025: 663Q2 2025Q3 2025: 678Q3 2025Q4 2025: 655Q4 2025Q1 2026: 603Q1 2026Q2 2026: 590Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions79$261.5M
Exits70$234.1M

All 13F filers, Q4 2024 → Q1 2025: 100,712,883 shares bought and 79,400,637 shares sold, net +21,312,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 615 holders

SB Investment Advisers (uk) Ltd. 69.89% No change 349,542,259 $7.7B
Baillie Gifford & Co. 2.97% Reduce -3.6% 155,258,559 $3.4B
Morgan Stanley 0.11% Add +1.7% 70,809,793 $1.6B
T. Rowe Price Associates Inc. 0.18% Reduce -10.6% 67,694,199 $1.5B
WCM Investment Management, LLC 2.85% Add +0.1% 49,663,297 $1.1B
Dodge & Cox 0.51% Add +101.6% 40,784,920 $894.4M
BlackRock, Inc. 0.02% Add +0.9% 33,503,658 $734.7M
FMR LLC 0.04% Add +8.2% 32,060,061 $703.1M
Capital International Investors 0.14% Reduce -41.0% 31,309,596 $686.6M
Massachusetts Institute of Technology 89.01% No change 28,703,675 $629.5M
Dragoneer Investment Group, LLC 11.90% Add +25.5% 25,782,481 $565.4M
Durable Capital Partners LP 4.51% Reduce -19.6% 23,009,002 $504.6M
Norges Bank 0.06% Reduce -1.9% 18,069,650 $396.3M
HRTG Gpe, LLC 84.77% — 16,141,491 $354.0M
State Street Corp. 0.01% Add +4.4% 14,430,974 $316.5M
Greenoaks LLC 16.82% No change 13,858,056 $303.9M
Tiger Global Management 1.10% Add +64.1% 13,328,319 $292.3M
Abrams Capital Management 5.07% No change 13,017,964 $285.5M
Fiduciary Trust Co 3.73% Reduce -1.6% 12,974,117 $284.5M
Holocene Advisors, LP 0.82% Add +31.0% 12,605,991 $276.4M
Sands Capital Management, LLC 0.90% Reduce -7.5% 12,080,484 $264.9M
HMI Capital Management, L.P. 13.58% Reduce -2.4% 11,379,652 $249.6M
Foxhaven Asset Management, LP 7.33% Reduce -3.6% 11,008,260 $241.4M
PointState Capital LP 4.78% Reduce -2.5% 9,845,936 $215.9M
Duquesne Family Office 6.84% Add +4.5% 9,302,634 $204.0M
Gates Foundation Trust 0.49% No change 9,248,045 $202.8M
Massachusetts Financial Services Co. 0.06% Add +436.6% 8,686,580 $190.5M
Scge Management, L.P. 4.91% Reduce -13.1% 7,767,000 $170.3M
GQG Partners LLC 0.27% New 7,666,520 $168.1M
Coronation Fund Managers Ltd. 9.00% Add +2.4% 7,559,777 $165.8M
Altimeter Capital Management 3.28% Add +24.3% 7,441,445 $163.2M
Kontiki Capital Management (HK) Ltd. 11.38% Add +3.4% 7,210,768 $158.1M
Wellington Management Group LLP 0.03% Reduce -6.4% 7,142,494 $156.6M
JPMorgan Chase & Co. 0.01% Reduce -1.0% 7,057,757 $154.8M
Dorsal Capital Management, LP 4.95% Reduce -3.5% 7,000,000 $153.5M
Geode Capital Management, LLC 0.01% Add +9.6% 6,716,585 $147.3M
Northern Trust Corp. 0.02% Add +12.4% 6,271,684 $137.5M
Davis Selected Advisers 0.74% Reduce -0.5% 5,880,990 $129.0M
Vanguard Group Inc. 0.00% Add +7.0% 5,739,018 $125.9M
D. E. Shaw & Co. 0.16% Add +116.5% 5,640,819 $123.7M
Two Sigma Advisers, LP 0.27% Add +67.3% 5,552,400 $121.8M
Baron Capital (BAMCO) 0.36% Reduce -4.3% 5,512,511 $120.9M
Renaissance Technologies 0.18% Add +19.4% 5,361,675 $117.6M
Jacobs Levy Equity Management, Inc. 0.43% Reduce -14.2% 4,957,845 $108.7M
Millennium Management 0.08% Add +55.7% 3,827,582 $83.9M
Point72 Asset Management 0.23% Add +19661.2% 3,675,588 $80.6M
Nuveen, LLC 0.02% — 3,455,334 $75.8M
Legal & General Group Plc 0.02% Add +2.6% 3,438,192 $75.4M
Assenagon Asset Management S.A. 0.13% Add +204.7% 3,352,002 $73.5M
Tree Line Advisors (Hong Kong) Ltd. 18.06% No change 3,300,000 $72.4M
Ninety One UK Ltd 0.19% Add +51.2% 3,190,434 $70.0M
Two Creeks Capital Management, LP 4.27% Add +10.2% 3,049,882 $66.9M
Nellore Capital Management LLC 8.87% No change 2,971,981 $65.2M
Marshall Wace, LLP 0.09% Add +91.4% 2,945,880 $64.6M
Bank of New York Mellon Corp 0.01% Add +3.9% 2,941,758 $64.5M
Capital World Investors 0.01% Reduce -73.1% 2,729,434 $59.9M
Russell Investments Group, Ltd. 0.08% Reduce -11.5% 2,660,950 $58.4M
Goldman Sachs Group Inc. 0.01% Add +72.9% 2,647,144 $58.1M
Dimensional Fund Advisors LP 0.01% Add +16.9% 2,630,255 $57.7M
Long Walk Management LP 17.17% Add +86.5% 2,417,500 $53.0M
UBS Group AG 0.01% Add +23.1% 2,329,606 $51.1M
Bank of America Corp. 0.00% Add +161.4% 2,308,471 $50.6M
Maverick Capital 0.86% Reduce -46.7% 2,179,195 $47.8M
Envestnet Asset Management Inc. 0.01% Reduce -4.4% 2,035,086 $44.6M
Ameriprise Financial Inc. 0.01% Add +8.8% 2,026,981 $44.5M
BNP Paribas Financial Markets 0.03% Add +621.8% 1,979,464 $43.4M
Capital International, Inc. 0.52% Add +28.9% 1,964,347 $43.1M
Luxor Capital Group, LP 5.47% Reduce -44.8% 1,940,202 $42.5M
Sei Investments Co. 0.05% Reduce -6.4% 1,910,489 $41.9M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -6.2% 1,873,296 $41.1M
Man Group plc 0.13% Add +4020.2% 1,871,904 $41.1M
Rhumbline Advisers 0.04% Add +2.8% 1,871,439 $41.0M
Mane Global Capital Management LP 3.19% Add +12319.1% 1,831,566 $40.2M
Invesco Ltd. 0.01% Add +44.4% 1,821,147 $39.9M
Rit Capital Partners PLC 7.25% Reduce -19.1% 1,700,000 $37.3M
California Public Employees Retirement System 0.02% Reduce -0.5% 1,498,535 $32.9M
Bain Capital Public Equity Management II, LLC 2.55% Add +39.4% 1,467,232 $32.2M
Untitled Investments LP 9.00% Reduce -16.8% 1,448,682 $31.8M
MIC Capital Management UK LLP 6.31% No change 1,412,946 $31.0M
3G Capital Partners LP 8.50% Add +12.5% 1,350,000 $29.6M
Raymond James Financial Inc. 0.01% Add +20.1% 1,320,777 $29.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -1.4% 1,282,191 $28.1M
Tremblant Capital Group 3.26% Add +12.6% 1,212,357 $26.6M
Two Sigma Investments, LP 0.06% Add +31.1% 1,181,025 $25.9M
Cubist Systematic Strategies, LLC 0.33% Add +129.1% 1,151,667 $25.3M
Charles Schwab Investment Management Inc. 0.00% Add +25.5% 1,146,841 $25.2M
Bwcp, LP 5.03% Add +46.4% 1,130,999 $24.8M
Skye Global Management LP 0.65% Add +5.9% 1,120,000 $24.6M
Gavilan Investment Partners LLC 6.88% No change 1,115,000 $24.5M
American Century Companies Inc. 0.01% Reduce -10.3% 1,110,075 $24.3M
Rubicon Global Capital Ltd 8.14% Reduce -7.6% 1,088,390 $23.9M
State Board of Administration of Florida Retirement System 0.05% Add +0.9% 1,053,028 $23.1M
Allen Investment Management, LLC 0.27% Add +16.0% 1,043,757 $22.9M
First Trust Advisors LP 0.02% Reduce -42.3% 1,015,126 $22.3M
Bienville Capital Management, LLC 5.12% Reduce -10.2% 962,987 $21.1M
Trexquant Investment LP 0.25% New 961,742 $21.1M
AQR Capital Management 0.02% Add +217.3% 956,746 $21.0M
Quaker Capital Investments, LLC 6.62% Reduce -0.3% 934,719 $20.5M
Hosking Partners LLP 0.85% Reduce -1.0% 916,947 $20.1M
Saraza Management, LP 6.08% Add +4.6% 910,000 $20.0M
Federated Hermes, Inc. 0.04% Reduce -9.1% 900,284 $19.7M
Citadel Advisors 0.02% Reduce -75.1% 888,943 $19.5M
Canada Pension Plan Investment Board 0.02% Add +298.5% 877,486 $19.2M
Public Employees Retirement System of Ohio 0.07% Add +45.4% 876,919 $19.2M
Jump Financial, LLC 0.29% Add +2381.5% 872,653 $19.1M
Matthews International Capital Management LLC 3.88% Add +23.1% 852,199 $18.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -3.0% 848,650 $18.6M
Sands Capital Alternatives, LLC 4.52% Reduce -8.8% 843,476 $18.5M
Makena Capital Management LLC 1.91% Add +64.9% 842,277 $18.5M
Royal Bank of Canada 0.00% Add +7.1% 837,533 $18.4M
Chescapmanager LLC 3.73% No change 817,133 $17.9M
Ninety One North America, Inc. 1.20% Reduce -3.8% 816,087 $17.9M
Public Sector Pension Investment Board 0.08% Add +6.7% 813,088 $17.8M
TFJ Management, LLC 16.21% No change 780,600 $17.1M
HSBC Holdings PLC 0.01% Add +71.8% 772,321 $16.9M
Citigroup Inc. 0.01% Reduce -47.0% 760,636 $16.7M
Fundsmith Investment Services LTD. 0.20% New 634,547 $13.9M
Whitebark Investors LP 7.12% Add +93.3% 619,344 $13.6M
HRT Financial LP 0.08% Add +2765.4% 605,120 $13.3M
Main Street Financial Solutions, LLC 1.15% New 604,245 $13.3M
Voya Investment Management LLC 0.02% Add +5.2% 593,615 $13.0M
Penserra Capital Management LLC 0.22% Reduce -5.7% 569,622 $12.5M
New York State Common Retirement Fund 0.02% Reduce -15.1% 567,911 $12.5M
Alliancebernstein L.P. 0.00% Reduce -28.4% 566,357 $12.4M
Maplelane Capital, LLC 1.14% Reduce -47.2% 560,001 $12.3M
Aberdeen Group plc 0.02% Add +194.1% 541,772 $11.9M
Natixis Advisors, LLC 0.02% Reduce -2.8% 540,999 $11.9M
Metavasi Capital LP 7.44% Add +10.3% 533,912 $11.7M
Treasurer of the State of North Carolina 0.05% Add +1.4% 530,038 $11.6M
National Philanthropic Trust 0.18% Reduce -2.1% 520,238 $11.4M
Royal London Asset Management Ltd. 0.03% Add +0.6% 487,223 $10.7M
Ieq Capital, LLC 0.08% Add +111.7% 472,622 $10.4M
GMO 0.03% Reduce -25.7% 462,065 $10.1M
Alberta Investment Management Corp 0.07% Reduce -4.2% 461,670 $10.1M
AMS Capital Ltda 4.17% Add +94.8% 461,630 $10.1M
TD Asset Management Inc 0.01% Reduce -24.7% 461,232 $10.1M
Barclays PLC 0.00% Add +59.6% 436,350 $9.6M
Handelsbanken Fonder AB 0.04% Reduce -2.8% 434,315 $9.5M
Engineers Gate Manager LP 0.16% Reduce -10.5% 429,247 $9.4M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +87.0% 1,105,083 $9.1M
Twenty Acre Capital LP 7.31% No change 407,614 $9.0M
Parallel Advisors, LLC 0.20% Reduce -1.5% 406,743 $8.9M
Qube Research & Technologies Ltd 0.01% Reduce -41.9% 388,654 $8.5M
Aquatic Capital Management LLC 0.22% Reduce -31.2% 385,168 $8.4M
Balyasny Asset Management L.P. 0.02% Add +235.9% 380,894 $8.4M
Brown Advisory Inc. 0.01% Reduce -7.7% 378,852 $8.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% No change 371,933 $8.2M
Worldquant Millennium Advisors LLC 0.05% Add +424.1% 356,102 $7.8M
M&T Bank Corp 0.03% Reduce -11.9% 354,221 $7.8M
Verition Fund Management LLC 0.04% Reduce -6.3% 344,872 $7.6M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -0.0% 340,486 $7.5M
Generation Investment Management LLP 0.04% Reduce -2.7% 339,242 $7.4M
Allen Operations LLC 1.17% No change 325,000 $7.1M
Quantbot Technologies LP 0.22% Reduce -38.3% 321,128 $7.0M
STRS Ohio 0.03% Reduce -12.9% 315,942 $6.9M
Arrowstreet Capital, Limited Partnership 0.01% New 311,104 $6.8M
Douglass Winthrop Advisors, LLC 0.13% Add +4.8% 309,793 $6.8M
Allspring Global Investments Holdings, LLC 0.01% Add +40.1% 305,512 $6.8M
Trivium Point Advisory, LLC 0.82% Reduce -0.1% 302,389 $6.6M
HighTower Advisors, LLC 0.01% Add +26.3% 286,863 $6.3M
Amundi 0.00% Reduce -23.3% 289,968 $6.2M
SG Americas Securities, LLC 0.02% Reduce -33.3% 272,128 $6.0M
Quantinno Capital Management LP 0.04% Add +14.2% 270,990 $5.9M
Armistice Capital, LLC 0.15% Reduce -25.9% 264,375 $5.8M
PDT Partners, LLC 0.41% Add +89.1% 260,868 $5.7M
PNC Financial Services Group, Inc. 0.00% Add +4.0% 260,302 $5.7M
Janney Capital Management LLC 0.39% Reduce -0.4% 259,381 $5.7M
Schonfeld Strategic Advisors LLC 0.04% Add +72.0% 248,500 $5.4M
US Bancorp \de 0.01% Reduce -1.7% 245,796 $5.4M
Baker Avenue Asset Management, LP 0.16% Add +23.3% 239,313 $5.2M
Bain Capital Public Equity, LP 5.74% Add +87.4% 237,961 $5.2M
Mariner, LLC 0.01% Reduce -30.1% 237,412 $5.2M
Martingale Asset Management L P 0.13% Add +277.3% 237,001 $5.2M
Cohen Capital Management, Inc. 0.88% No change 235,209 $5.2M
Macquarie Group Ltd. 0.01% Add +9.4% 222,669 $4.9M
USS Investment Management Ltd 0.04% No change 222,541 $4.9M
CIBC Private Wealth Group LLC 0.01% Reduce -14.7% 234,782 $4.7M
Choreo, LLC 0.07% Reduce -0.1% 212,023 $4.6M
Private Advisor Group, LLC 0.03% Add +156.5% 209,181 $4.6M
Capital Research Global Investors 0.00% Add +0.0% 205,731 $4.5M
Tidal Investments LLC 0.04% Reduce -10.6% 194,457 $4.3M
Utah Retirement Systems 0.05% No change 190,900 $4.2M
Flossbach Von Storch SE 0.02% Add +8.6% 190,000 $4.2M
Twin Tree Management, LP 0.09% New 186,365 $4.1M
Pathstone Holdings, LLC 0.02% Reduce -12.0% 185,587 $4.1M
Dark Forest Capital Management LP 0.19% Add +460.8% 185,182 $4.1M
Stifel Financial Corp. 0.00% Reduce -32.6% 180,807 $4.0M
Coatue Management 0.02% Add +13.7% 171,553 $3.8M
Police & Firemen's Retirement System of New Jersey 0.04% No change 168,073 $3.7M
Machina Capital S.A.S. 1.08% Add +396.5% 166,186 $3.6M
Xponance LLC 0.04% Add +4.4% 165,476 $3.6M
Abn Amro Investment Solutions 0.08% Reduce -3.0% 165,241 $3.6M
Exchange Traded Concepts, LLC 0.06% Add +1.6% 163,802 $3.6M
Ceera Investments, LLC 1.23% Reduce -0.1% 162,864 $3.6M
Capital Wealth Planning, LLC 0.03% Add +29.8% 162,230 $3.6M
Quadrature Capital Ltd 0.08% Add +730.7% 155,795 $3.4M
NewEdge Advisors, LLC 0.02% Reduce -5.9% 155,513 $3.4M
Wolfswood Holdings, LLC 37.93% No change 155,000 $3.4M
Group One Trading LLC 0.14% Reduce -34.5% 154,169 $3.4M
ProShare Advisors LLC 0.01% Reduce -3.2% 150,434 $3.3M
Parsons Capital Management Inc. 0.18% Reduce -2.3% 146,333 $3.2M
Capital International Sarl 0.07% Add +3.4% 145,936 $3.2M
Cwm, LLC 0.01% Reduce -10.2% 144,708 $3.2M
Sapient Capital LLC 0.06% No change 144,334 $3.2M
Oak Thistle LLC 0.61% Add +84.9% 138,860 $3.0M
D.A. Davidson & Co. 0.02% Add +7.5% 134,958 $3.0M
Inspirion Wealth Advisors, LLC 0.41% No change 133,914 $2.9M
Anthracite Investment Company, Inc. 1.82% Add +36.1% 132,700 $2.9M
Van Eck Associates Corp. 0.00% Add +9933.8% 130,439 $2.9M
Avanza Fonder AB 0.09% Reduce -1.3% 122,514 $2.8M
Equitable Trust Co. 0.15% Reduce -1.4% 121,950 $2.7M
Franklin Resources Inc. 0.00% Add +7.7% 119,526 $2.6M
Elevate Capital Advisors, LLC 2.38% Reduce -1.6% 117,202 $2.6M
Janus Henderson Group PLC 0.00% Add +180.4% 110,372 $2.5M
Wells Fargo & Company 0.00% Reduce -4.7% 111,730 $2.5M
LMR Partners LLP 0.07% No change 111,633 $2.4M
Bank of Montreal 0.00% New 111,275 $2.4M
Lazard Asset Management LLC 0.00% No change 109,861 $2.4M
ExodusPoint Capital Management, LP 0.03% New 109,758 $2.4M
Deutsche Bank AG 0.00% Add +19.7% 108,748 $2.4M
LPL Financial LLC 0.00% Add +27.7% 106,026 $2.3M
Davidson Kahn Capital Management, LLC 1.76% Add +31.6% 103,567 $2.3M
Commonwealth Equity Services, LLC 0.00% Add +18.5% 100,936 $2.2M
XTX Topco Ltd 0.11% Add +166.2% 100,461 $2.2M
Pacific Capital Partners Ltd 1.38% New 99,665 $2.2M
Cloverfields Capital Group, LP 0.71% Reduce -0.4% 98,422 $2.2M
Lansforsakringar Fondforvaltning AB (publ) 0.01% Reduce -43.2% 97,212 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +5.0% 96,900 $2.1M
Andra AP-fonden 0.03% New 96,621 $2.1M
Victory Capital Management Inc. 0.00% Add +7.4% 96,433 $2.1M
Bayesian Capital Management, LP 0.35% New 96,100 $2.1M
Headlands Technologies LLC 0.24% New 94,466 $2.1M
Truist Financial Corp. 0.00% Reduce -0.0% 91,479 $2.0M
Advanced Portfolio Management, LLC 3.98% New 90,000 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -82.6% 89,748 $2.0M
Walleye Capital LLC 0.02% Reduce -21.0% 88,169 $1.9M
JT Stratford LLC 0.34% Reduce -1.8% 87,619 $1.9M
Kerrisdale Advisers, LLC 0.80% Add +6.7% 86,945 $1.9M
Nebula Research & Development LLC 0.18% Add +48.1% 86,732 $1.9M
Mackenzie Financial Corp. 0.00% Reduce -54.0% 86,350 $1.9M
Cetera Investment Advisers 0.00% Add +9.2% 84,606 $1.9M
Focus Partners Wealth 0.00% New 84,600 $1.9M
Motley Fool Asset Management LLC 0.10% Add +2.7% 83,986 $1.8M
Stratos Wealth Advisors, LLC 0.10% Reduce -6.1% 83,757 $1.8M
Privium Fund Management B.V. 0.48% Reduce -42.3% 81,900 $1.8M
Gsa Capital Partners LLP 0.16% Add +47.6% 83,003 $1.8M
Amalgamated Bank 0.02% Add +6.7% 82,427 $1.8M
Adalta Capital Management LLC 0.93% Add +1.9% 79,729 $1.7M
Kentucky Retirement Systems 0.05% New 79,070 $1.7M
Freestone Capital Holdings, LLC 0.06% Reduce -10.0% 78,804 $1.7M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -2.7% 78,161 $1.7M
Principal Financial Group Inc. 0.00% Reduce -19.8% 77,802 $1.7M
Greenland Capital Management LP 0.30% Add +241.6% 77,787 $1.7M
Hennion & Walsh Asset Management, Inc. 0.08% Add +16.3% 77,735 $1.7M
Pinebridge Investments, L.P. 0.01% Reduce -15.7% 76,070 $1.7M
Vident Advisory, LLC 0.02% Add +121.3% 74,895 $1.6M
Sepio Capital, LP 0.13% No change 74,870 $1.6M
Walleye Trading LLC 0.05% Add +50.1% 74,483 $1.6M
Johnson Investment Counsel Inc. 0.02% Add +1.1% 73,442 $1.6M
California State Teachers Retirement System 0.00% Reduce -14.4% 73,184 $1.6M
GFS Advisors, LLC 0.32% No change 71,535 $1.6M
MetLife Investment Management, LLC 0.01% Reduce -0.2% 71,239 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +1.4% 69,183 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +1.9% 68,105 $1.5M
Integrated Wealth Concepts LLC 0.02% Reduce -3.7% 66,919 $1.5M
DekaBank Deutsche Girozentrale 0.00% No change 67,523 $1.5M
Axq Capital, LP 0.58% Add +144.4% 66,080 $1.4M
Elevation Point Wealth Partners, LLC 0.12% Reduce -1.9% 65,976 $1.4M
Captrust Financial Advisors 0.00% Reduce -5.3% 65,543 $1.4M
Glenmede Trust Co. NA 0.01% Reduce -1.6% 65,145 $1.4M
CIBC Asset Management Inc 0.00% Add +4.9% 64,333 $1.4M
Parallax Volatility Advisers, L.P. 0.05% Add +29.0% 64,077 $1.4M
Brevan Howard Capital Management LP 0.04% Reduce -49.5% 63,099 $1.4M
MML Investors Services, LLC 0.00% Add +2.3% 63,038 $1.4M
Ramirez Asset Management, Inc. 0.29% New 62,592 $1.4M
Point72 Hong Kong Ltd 0.10% Reduce -1.6% 62,418 $1.4M
Wedmont Private Capital 0.07% Add +1.1% 62,297 $1.3M
Marex Group Ltd 0.03% Add +7.2% 61,463 $1.3M
Virtus Investment Advisers, LLC 0.37% New 61,375 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +4.8% 60,927 $1.3M
Evoke Wealth, LLC 0.03% Reduce -3.4% 60,088 $1.3M
Schroder Investment Management Group 0.00% Add +245.3% 57,381 $1.3M
Landscape Capital Management, L.L.C. 0.11% Add +67.6% 58,239 $1.3M
Belfer Management LLC 21.37% Add +1.7% 56,114 $1.2M
Summit Trail Advisors, LLC 0.04% Add +5.8% 56,113 $1.2M
Angeles Wealth Management, LLC 0.10% No change 55,074 $1.2M
Neuberger Berman Group LLC 0.00% Add +55.3% 54,791 $1.2M
Keebeck Wealth Management 0.18% No change 54,652 $1.2M
Maryland State Retirement & Pension System 0.03% Reduce -12.4% 54,138 $1.2M
Howland Capital Management LLC 0.05% No change 52,340 $1.1M
Entropy Technologies, LP 0.11% New 52,154 $1.1M
Investment House LLC 0.06% No change 51,850 $1.1M
Fox Run Management, L.L.C. 0.18% Reduce -27.9% 51,839 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +23.7% 51,189 $1.1M
Knollwood Investment Advisory, LLC 0.12% No change 49,900 $1.1M
Prudential Financial Inc. 0.00% Add +75.7% 45,430 $1.1M
Leonteq Securities AG 0.08% Reduce -45.5% 49,062 $1.1M
Numerai GP LLC 0.20% Add +25.3% 48,574 $1.1M
Klingman & Associates, LLC 0.06% Add +1.1% 48,235 $1.1M
Advisory Resource Group 0.22% Add +4.0% 48,233 $1.1M
HighVista Strategies LLC 0.40% Reduce -31.9% 47,500 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -5.0% 47,397 $1.0M
IMC-Chicago, LLC 0.04% Add +56.9% 46,890 $1.0M
Osaic Holdings, Inc. 0.00% Add +100.0% 46,047 $1.0M
MRP Capital Investments, LLC 0.94% Add +2.6% 45,975 $1.0M
Platinum Investment Management Ltd. 0.06% Add +26.1% 45,541 $999K
Connable Office Inc. 0.11% Reduce -5.3% 45,273 $993K
Aviva PLC 0.00% Reduce -0.9% 44,361 $973K
Centiva Capital, LP 0.05% Add +37.0% 42,998 $943K
FIL Ltd 0.00% Add +0.7% 41,749 $916K
State of Wisconsin Investment Board 0.00% Add +70.5% 41,333 $906K
B. Metzler seel. Sohn & Co. AG 0.01% Add +5.5% 39,561 $868K
WCG Wealth Advisors LLC 0.06% Reduce -3.9% 38,920 $854K
Point72 (DIFC) Ltd 0.08% Add +481.5% 38,599 $846K
Empower Advisory Group, LLC 0.00% Add +0.3% 37,667 $826K
Beacon Pointe Advisors, LLC 0.01% Add +11.7% 37,498 $822K
Affinity Investment Advisors, LLC 0.65% Add +19.1% 36,648 $804K
Heritage Wealth Management, Inc. 0.67% Reduce -11.4% 35,773 $785K
Bessemer Group Inc. 0.00% Add +6.5% 35,131 $771K
Sphera Management Technology Funds Ltd 0.61% No change 35,000 $768K
Fieldview Capital Management, LLC 0.11% New 34,511 $757K
SkyView Investment Advisors, LLC 0.11% Add +6.7% 34,395 $754K
Kentucky Retirement Systems Insurance Trust Fund 0.05% New 33,678 $739K
Lido Advisors, LLC 0.00% Reduce -0.1% 33,428 $733K
Barings LLC 0.02% Reduce -36.1% 33,064 $725K
Wilmington Savings Fund Society, FSB 0.01% Add +31.6% 32,910 $722K
Orion Porfolio Solutions, LLC 0.01% Add +117.7% 32,881 $721K
Orion Portfolio Solutions, LLC 0.01% Add +117.7% 32,881 $721K
Illinois Municipal Retirement Fund 0.01% New 32,544 $714K
Allianz Asset Management GmbH 0.00% New 32,248 $707K
180 Wealth Advisors, LLC 0.11% Reduce -4.5% 32,166 $705K
Westpac Banking Corp. 0.05% Reduce -1.6% 32,127 $705K
Ethic Inc. 0.01% Reduce -67.1% 31,684 $703K
Personal Cfo Solutions, LLC 0.14% Reduce -4.9% 31,593 $693K
Boothbay Fund Management, LLC 0.02% Add +43.3% 30,641 $672K
Cerity Partners LLC 0.00% Add +42.0% 30,549 $670K
Great Lakes Advisors, LLC 0.01% New 30,507 $669K
Caitong International Asset Management Co., Ltd 0.49% Add +833.9% 30,239 $663K
OneDigital Investment Advisors LLC 0.01% Add +10.0% 30,001 $658K
RFG Advisory, LLC 0.02% Reduce -2.7% 29,526 $648K
Thoroughbred Financial Services, LLC 0.04% Add +1.4% 29,486 $646K
Nkcfo LLC 0.29% New 28,000 $614K
Harbour Capital Advisors, LLC 0.15% Reduce -1.1% 28,350 $608K
Capital Fund Management S.A. 0.01% Reduce -92.7% 27,700 $607K
Arcus Capital Partners, LLC 0.24% No change 27,401 $601K
VERITY Wealth Advisors 0.43% No change 26,425 $580K
Legacy Wealth Asset Management, LLC 0.16% Reduce -0.4% 26,382 $579K
Neo Ivy Capital Management 0.18% Reduce -83.1% 25,620 $562K
Avantax Advisory Services, Inc. 0.00% Add +11.8% 25,572 $561K
Bridgefront Capital, LLC 0.16% Add +62.0% 25,540 $560K
Cresset Asset Management, LLC 0.00% Add +60.5% 25,439 $558K
Rahlfs Capital, LLC 0.56% New 25,350 $556K
Ingalls & Snyder LLC 0.02% Reduce -2.6% 25,316 $555K
Atria Investments, Inc 0.01% Add +7.4% 25,098 $550K
Virtu Financial LLC 0.03% Add +89.1% 24,818 $544K
CW Advisors, LLC 0.01% Reduce -50.8% 24,448 $536K
Grandeur Peak Global Advisors, LLC 0.06% Reduce -73.2% 24,341 $534K
Unique Wealth Strategies, LLC 0.24% New 24,321 $533K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.4% 24,114 $529K
Altfest L J & Co. Inc. 0.07% Add +130.9% 24,113 $529K
AlphaQuest LLC 0.06% Add +350.2% 24,061 $528K
Thornburg Investment Management Inc. 0.01% Reduce -23.4% 23,689 $520K
Frank, Rimerman Advisors LLC 0.04% No change 23,632 $518K
Dynamic Technology Lab Private Ltd 0.07% New 23,542 $516K
Panagora Asset Management Inc. 0.00% Reduce -52.3% 22,656 $497K
Bokf, NA 0.01% Reduce -1.3% 22,597 $496K
Ignite Planners, LLC 0.09% Add +2.0% 20,560 $483K
Jessup Wealth Management, Inc 0.20% Reduce -0.8% 21,959 $482K
FDx Advisors, Inc. 0.16% Reduce -2.1% 21,802 $478K
Jasper Ridge Partners, L.P. 0.02% No change 21,754 $477K
Rockefeller Capital Management L.P. 0.00% Reduce -28.9% 21,723 $476K
Global Endowment Management, LP 0.06% Reduce -81.0% 21,600 $474K
RMR Capital Management, LLC 0.34% No change 21,592 $474K
Sovran Advisors, LLC 0.06% Reduce -4.8% 21,690 $464K
Samalin Investment Counsel, LLC 0.19% Add +2.5% 21,130 $463K
Catalyst Private Wealth, LLC 0.22% No change 20,957 $460K
Ashoka WhiteOak Capital Pte Ltd 0.19% No change 23,063 $457K
Endowment Wealth Management, Inc. 0.29% Reduce -0.9% 20,723 $454K
Comprehensive Financial Management LLC 0.01% No change 20,571 $451K
Corebridge Financial, Inc. 0.00% Reduce -3.7% 20,565 $451K
Guggenheim Capital LLC 0.00% Add +1.5% 20,295 $445K
Dakota Wealth Management 0.01% Reduce -7.5% 20,265 $444K
Ledyard National Bank 0.04% Reduce -12.9% 20,129 $441K
Plotkin Financial Advisors, LLC 0.27% No change 20,000 $439K
ArchPoint Investors 0.14% Add +53.9% 20,000 $439K
Keybank National Association 0.00% Add +22.2% 19,996 $439K
Leavell Investment Management, Inc. 0.02% Add +8.2% 19,900 $436K
National Bank of Canada 0.00% Add +182.6% 19,623 $430K
Allen Capital Group, LLC 0.05% Add +9.3% 19,583 $429K
Daiwa Securities Group Inc. 0.00% Add +1.9% 19,393 $425K
TCW Group Inc. 0.00% Add +13.2% 19,038 $418K
RBF Capital, LLC 0.03% Reduce -7.3% 19,000 $417K
Providence Wealth Advisors, LLC 0.31% No change 18,583 $412K
CenterBook Partners LP 0.03% Reduce -50.2% 18,152 $398K
Meeder Advisory Services, Inc. 0.02% Add +18.6% 18,140 $398K
Comerica Bank 0.00% Add +9.4% 18,103 $397K
Corient Private Wealth LP 0.00% Reduce -46.5% 18,016 $395K
Creative Planning 0.00% Add +3.6% 17,850 $391K
R Squared Ltd 0.42% Add +3185.2% 17,740 $389K
Ellevest, Inc. 0.03% Reduce -34.3% 17,628 $387K
United Advisor Group, LLC 0.08% Add +7.7% 17,442 $383K
Level Four Advisory Services, LLC 0.02% Add +42.8% 17,161 $376K
Quantum Portfolio Management LLC 0.19% New 16,930 $371K
Pekin Hardy Strauss, Inc. 0.05% No change 16,900 $371K
Parvin Asset Management, LLC 0.41% Reduce -92.8% 16,700 $366K
NewEdge Wealth, LLC 0.01% Add +4.5% 16,614 $364K
Wealth Enhancement Advisory Services, LLC 0.00% Add +73.5% 16,533 $363K
Sherbrooke Park Advisers LLC 0.17% Add +47.4% 16,161 $354K
Fiducient Advisors LLC 0.04% Reduce -41.4% 15,935 $349K
Financial Advocates Investment Management 0.02% Add +0.2% 15,831 $347K
First Manhattan Co. Llc. 0.00% Reduce -2.5% 15,800 $346K
Coldstream Capital Management Inc. 0.01% Add +7.0% 15,791 $346K
Bleakley Financial Group, LLC 0.01% Add +8.5% 15,709 $344K
Dymon Asia Capital (singapore) Pte. LTD. 0.27% New 15,600 $342K
Yousif Capital Management, LLC 0.00% Add +18.8% 15,554 $341K
Deltec Asset Management LLC 0.07% Add +34.8% 15,500 $340K
Sigma Planning Corp 0.01% New 15,480 $339K
Baird Financial Group, Inc. 0.00% Add +29.9% 15,364 $337K
Csenge Advisory Group 0.02% Add +61.6% 15,128 $324K
Prospect Financial Services LLC 0.18% Add +6.6% 14,535 $319K
Sciencast Management LP 0.07% Reduce -75.0% 14,419 $316K
Hobbs Group Advisors, LLC 0.12% Reduce -10.5% 14,200 $311K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -72.3% 14,170 $311K
Impact Asset Management GmbH 0.12% No change 14,022 $308K
Stevens Capital Management LP 0.07% Add +12.6% 13,677 $300K
Quarry LP 0.08% Add +90.3% 13,657 $299K
Mesirow Financial Investment Management, Inc. 0.01% Add +22.1% 13,271 $291K
Equita Financial Network, Inc. 0.10% New 13,258 $291K
EntryPoint Capital, LLC 0.13% New 13,199 $289K
IFP Advisors, Inc 0.01% Add +1.4% 12,914 $283K
Park Avenue Securities LLC 0.00% Reduce -6.9% 12,726 $279K
City Center Advisors, LLC 0.32% New 12,683 $278K
Deuterium Capital Management, LLC 0.61% No change 12,500 $274K
Prosperity Wealth Management, Inc. 0.13% New 12,500 $274K
Forum Financial Management, LP 0.00% New 12,379 $271K
Merit Financial Group, LLC 0.00% New 12,052 $264K
PEAK6 LLC 0.01% Add +581.8% 12,027 $264K
Pacer Advisors, Inc. 0.00% Add +3.0% 11,841 $260K
Eisler Capital Management Ltd. 0.01% New 11,819 $259K
Caption Management, LLC 0.01% Reduce -80.7% 11,800 $259K
Resonant Capital Advisors, LLC 0.02% Add +4.2% 11,768 $258K
Venturi Wealth Management, LLC 0.01% Reduce -4.0% 11,706 $257K
Arax Advisory Partners 0.02% Add +62.0% 11,686 $256K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 10,932 $244K
Vontobel Holding Ltd. 0.00% New 10,972 $241K
Petrus Trust Company, LTA 0.02% New 10,962 $240K
Baader Bank Aktiengesellschaft 0.02% Add +7.9% 10,787 $233K
Granite Group Advisors, LLC 0.16% No change 10,604 $233K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +2.5% 10,449 $229K
BankPlus Trust Department 0.07% No change 10,238 $225K
W1M Asset Management Ltd 0.02% New 10,166 $223K
Banco BTG Pactual S.A. 0.05% Reduce -44.4% 9,989 $219K
Daymark Wealth Partners, LLC 0.01% New 9,972 $219K
Caprock Group, LLC 0.01% Add +2.5% 9,903 $217K
BSW Wealth Partners 0.03% Reduce -18.9% 9,861 $216K
Park National Corp. 0.01% No change 9,851 $216K
Triumph Capital Management 0.07% New 9,838 $216K
Cigna Investments Inc. 0.04% No change 9,654 $212K
&partners 0.00% New 9,256 $207K
Tradition Wealth Management, LLC 0.02% New 9,412 $206K
Wedbush Securities Inc. 0.01% No change 9,400 $206K
Atria Wealth Solutions, Inc. 0.00% New 9,347 $205K
Clark Estates Inc. 0.04% No change 9,287 $204K
Aries Wealth Management 0.06% New 9,240 $203K
Sanctuary Advisors, LLC 0.00% Reduce -1.3% 9,238 $203K
V-Square Quantitative Management LLC 0.03% Reduce -7.4% 8,724 $191K
CI Investments Inc. 0.00% Reduce -1.0% 8,248 $181K
Bayforest Capital Ltd 0.08% New 8,251 $181K
Jupiter Wealth Management LLC 0.11% No change 6,597 $179K
Tower Research Capital LLC (TRC) 0.01% Reduce -47.5% 7,888 $173K
Jones Financial Companies LLLP 0.00% Add +535.4% 6,830 $153K
Advisors Asset Management, Inc. 0.00% Add +2.6% 6,933 $152K
Covestor Ltd 0.10% Add +14.6% 6,703 $147K
NBT Bank, N.A. 0.01% Reduce -17.8% 6,605 $145K
CX Institutional 0.01% New 6,500 $143K
Optimum Investment Advisors 0.06% Reduce -28.7% 6,200 $136K
Versant Capital Management, Inc 0.02% Add +834.2% 5,979 $131K
Geneos Wealth Management Inc. 0.00% Add +4.0% 5,701 $125K
WASHINGTON TRUST Co 0.00% No change 5,600 $123K
Banque Cantonale Vaudoise 0.01% — 5,560 $122K
SBI Securities Co., Ltd. 0.00% Reduce -3.4% 5,456 $120K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -57.8% 5,000 $113K
Ossiam 0.00% Reduce -21.6% 4,902 $108K
JTC Employer Solutions Trustee Ltd 0.01% No change 4,800 $105K
Cloud Capital Management, LLC 0.07% — 4,276 $93K
Sterling Capital Management LLC 0.00% Reduce -79.2% 3,883 $85K
Smartleaf Asset Management LLC 0.01% Reduce -56.0% 3,756 $84K
Opal Wealth Advisors, LLC 0.02% New 3,543 $78K
Northwest Capital Management Inc 0.03% No change 3,535 $78K
Asset Management One Co., Ltd. 0.00% Add +23.3% 3,211 $70K
BOCHK Asset Management Ltd 0.04% New 3,200 $70K
AdvisorNet Financial, Inc 0.01% No change 3,142 $69K
Blue Trust, Inc. 0.00% Add +13.2% 3,087 $68K
Summit Securities Group LLC 0.04% New 2,924 $64K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -92.0% 2,704 $59K
Nomura Asset Management Co. Ltd. 0.00% No change 2,700 $59K
Steward Partners Investment Advisory, LLC 0.00% Add +0.5% 2,525 $55K
GAMMA Investing LLC 0.00% Add +16.2% 2,515 $55K
Northwestern Mutual Wealth Management Co. 0.00% Add +600.3% 2,507 $55K
TD Waterhouse Canada Inc. 0.00% Add +0.8% 2,449 $54K
Twin Lakes Capital Management, LLC 0.04% No change 2,388 $52K
Quadrant Capital Group LLC 0.00% Reduce -18.8% 2,348 $51K
Allworth Financial LP 0.00% Add +5.4% 2,112 $49K
Signaturefd, LLC 0.00% Reduce -30.6% 2,217 $49K
Main Street Group, LTD 0.02% Add +5.1% 2,107 $46K
EverSource Wealth Advisors, LLC 0.00% Add +39.6% 1,921 $42K
Huntington National Bank 0.00% Add +6.2% 1,873 $41K
Itau Unibanco Holding S.A. 0.00% Reduce -10.2% 1,756 $39K
Brooklyn Investment Group 0.01% Add +43.1% 1,680 $37K
Clearstead Advisors, LLC 0.00% Add +3.0% 1,573 $34K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 1,521 $33K
Grove Bank & Trust 0.00% New 1,506 $33K
GPS Wealth Strategies Group, LLC 0.00% No change 1,503 $33K
Berbice Capital Management LLC 0.03% Add +7.1% 1,500 $33K
Wolff Wiese Magana LLC 0.02% Reduce -10.7% 1,417 $31K
SVB Wealth LLC 0.00% New 1,294 $28K
MassMutual Private Wealth & Trust, FSB 0.00% Add +42.4% 1,196 $26K
Financial Perspectives, Inc 0.01% No change 1,195 $26K
Hexagon Capital Partners LLC 0.00% Reduce -18.5% 1,179 $26K
First Horizon Advisors, Inc. 0.00% No change 1,156 $25K
Lindbrook Capital, LLC 0.00% Reduce -12.5% 1,134 $25K
Asset Dedication, LLC 0.00% Reduce -1.2% 1,111 $24K
Rakuten Securities, Inc. 0.01% Add +5.2% 1,010 $22K
Stone House Investment Management, LLC 0.00% New 1,000 $22K
Parkworth Wealth Management, Inc. 0.02% New 957 $21K
Assetmark, Inc. 0.00% Add +8.2% 939 $21K
Avion Wealth 0.00% No change 900 $19K
Atala Financial Inc 0.01% Reduce -77.5% 816 $18K
Darwin Wealth Management, LLC 0.01% No change 800 $18K
Archer Investment Corp 0.00% No change 775 $17K
Private Trust Co. NA 0.00% No change 742 $16K
Nemes Rush Group LLC 0.00% No change 700 $15K
Bell Investment Advisors, Inc 0.00% Add +4.6% 654 $14K
Cornerstone Planning Group LLC 0.00% Add +1944.8% 593 $13K
Global X Japan Co., Ltd. 0.00% New 610 $13K
Ridgewood Investments LLC 0.01% No change 600 $13K
WPG Advisers, LLC 0.01% Reduce -7.2% 584 $13K
Farther Finance Advisors, LLC 0.00% Add +60.2% 575 $13K
SouthState Bank Corp 0.00% New 558 $12K
Mather Group, Llc. 0.00% Reduce -31.8% 538 $12K
Meeder Asset Management Inc. 0.00% Reduce -25.5% 511 $11K
Parkside Financial Bank & Trust 0.00% Add +12.6% 484 $11K
Union Bancaire Privee, UBP SA 0.00% No change 500 $10K
MAI Capital Management 0.00% Add +2.6% 431 $9K
Webster Bank, N. A. 0.00% No change 399 $9K
Roxbury Financial LLC 0.01% No change 300 $7K
Larson Financial Group LLC 0.00% Add +503.8% 320 $7K
Investors Research Corp 0.00% No change 300 $7K
Principal Securities, Inc. 0.00% No change 297 $7K
Physician Wealth Advisors, Inc. 0.00% Add +22.1% 293 $6K
Your Advocates Ltd., LLP 0.00% No change 250 $5K
TD Private Client Wealth LLC 0.00% Reduce -5.8% 244 $5K
CVA Family Office, LLC 0.00% Add +14.1% 235 $5K
Keystone Financial Group, Inc. 0.00% No change 200 $5K
Sandy Spring Bank 0.00% New 210 $5K
Prudent Man Investment Management, Inc. 0.00% No change 200 $4K
Community Bank, N.A. 0.00% No change 200 $4K
GHP Investment Advisors, Inc. 0.00% New 187 $4K
Raffa Wealth Management, LLC 0.00% No change 141 $3K
Farmers & Merchants Investments Inc. 0.00% No change 140 $3K
Hazlett, Burt & Watson, Inc. 0.00% New 140 $3K
Hemington Wealth Management 0.00% Add +103.7% 167 $3K
Prestige Wealth Management Group LLC 0.00% No change 135 $3K
JFS Wealth Advisors, LLC 0.00% Add +3225.0% 133 $3K
NewSquare Capital LLC 0.00% Reduce -3.0% 128 $3K
True Wealth Design, LLC 0.00% Add +452.2% 127 $3K
Glen Eagle Advisors, LLC 0.00% No change 120 $3K
Harbour Investments, Inc. 0.00% Add +30.2% 112 $2K
ORG Partners LLC 0.00% No change 100 $2K
Vision Financial Markets LLC 0.00% New 100 $2K
City State Bank 0.00% No change 100 $2K
Golden State Wealth Management, LLC 0.00% No change 100 $2K
Valley National Advisers Inc. 0.00% No change 100 $2K
Toth Financial Advisory Corp. 0.00% No change 90 $2K
CoreCap Advisors, LLC 0.00% Reduce -75.7% 90 $2K
Highline Wealth Partners LLC 0.00% New 88 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 85 $2K
Activest Wealth Management 0.00% New 85 $2K
Fifth Third Bancorp 0.00% New 82 $2K
Global Wealth Strategies & Associates 0.00% New 76 $2K
Dogwood Wealth Management LLC 0.00% New 68 $1K
Binnacle Investments Inc 0.00% — 65 $1K
Whipplewood Advisors, LLC 0.00% Reduce -78.2% 79 $1K
Bartlett & Co. Wealth Management LLC 0.00% No change 55 $1K
Cromwell Holdings LLC 0.00% New 54 $1K
Salem Investment Counselors Inc. 0.00% No change 50 $1K
Hollencrest Capital Management 0.00% No change 50 $1K
Ogorek Anthony Joseph /NY/ 0.00% New 48 $1K
Game Plan Financial Advisors, LLC 0.00% No change 43 $943
Aspect Partners, LLC 0.00% New 40 $877
SJS Investment Consulting Inc. 0.00% Reduce -38.1% 39 $856
Sierra Ocean, LLC 0.00% Add +129.4% 39 $855
MV Capital Management, Inc. 0.00% No change 38 $834
DiNuzzo Private Wealth, Inc. 0.00% Add +342.9% 31 $680
Global Financial Private Client, LLC 0.00% Add +328.6% 30 $658
Natixis 0.00% New 29 $630
MPWM Advisory Solutions, LLC 0.00% No change 28 $614
Spire Wealth Management 0.00% New 25 $548
Manchester Capital Management LLC 0.00% Add +9.1% 24 $527
Bogart Wealth, LLC 0.00% New 21 $461
WealthTrak Capital Management LLC 0.00% Reduce -20.0% 20 $439
UMB Bank, n.a. 0.00% New 20 $439
Bare Financial Services, Inc 0.00% New 16 $351
Valued Wealth Advisors LLC 0.00% No change 12 $264
Bay Harbor Wealth Management, LLC 0.00% New 12 $263
REAP Financial Group, LLC 0.00% No change 10 $219
Rothschild Investment LLC 0.00% Reduce -50.0% 10 $219
Blume Capital Management, Inc. 0.00% New 9 $198
ROSS\JOHNSON & Associates LLC 0.00% New 9 $197
Private Wealth Asset Management, LLC 0.00% — 9 $197
HFM Investment Advisors, LLC 0.00% — 5 $110
Creative Financial Designs Inc. 0.00% New 5 $110
TFC Financial Management, Inc. 0.00% No change 5 $110
Cape Investment Advisory, Inc. 0.00% No change 4 $88
Capital Advisors, Ltd. LLC 0.00% No change 6 $0

"% of holder's portfolio" is CPNG's weight in each manager's 13F, not the share of Coupang Inc. the manager owns.