Coreweave Inc. Class ACRWV

13F holders, Q3 2025 (September 30)
646holders +239
303new positions
65sold out
11famous investors
$136.85avg. 13F price*

At the end of Q3 2025, 646 institutions reported holding Coreweave Inc. Class A (CRWV) in their 13F filings, up 239 from Q2 2025. 303 opened new positions and 65 sold out. The largest holders were Magnetar Financial LLC ($11.2B), FMR LLC ($3.7B) and Nvidia Corp. ($3.3B). 11 famous investors held it, including Leopold Aschenbrenner (25.9% of Situational Awareness's portfolio), Philippe Laffont (2.3% of Coatue Management's portfolio) and Cathie Wood (0.4% of ARK Investment Management's portfolio).

Company
Coreweave Inc. Class A
Sector
Technology
CUSIP
21873S108
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2025: 106Q1 2025Q2 2025: 407Q2 2025Q3 2025: 646Q3 2025Q4 2025: 729Q4 2025Q1 2026: 784Q1 2026Q2 2026: 971Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions303$3.2B
Exits65$669.7M

All 13F filers, Q2 2025 → Q3 2025: 65,284,034 shares bought and 49,773,832 shares sold, net +15,510,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 646 holders

Magnetar Financial LLC 72.15% Reduce -14.4% 81,983,325 $11.2B
FMR LLC 0.19% Add +7.1% 26,793,956 $3.7B
Nvidia Corp. 86.44% No change 24,277,573 $3.3B
Jane Street Group, LLC 1.99% Add +143.8% 12,297,105 $1.7B
Vanguard Group Inc. 0.02% Add +109.7% 7,433,501 $1.0B
Coatue Management 2.26% Reduce -62.2% 6,724,615 $920.3M
Morgan Stanley 0.03% Add +483.0% 4,172,359 $571.0M
Situational Awareness 25.89% New 4,115,456 $563.2M
BlackRock, Inc. 0.01% Add +446.9% 3,623,259 $495.8M
Value Aligned Research Advisors, LLC 9.72% New 3,079,120 $421.4M
Invesco Ltd. 0.06% Add +55329.7% 2,999,300 $410.5M
Clear Street Group Inc. 1.97% — 2,960,899 $405.2M
Goldman Sachs Group Inc. 0.05% Add +1914.7% 2,687,942 $367.8M
Geode Capital Management, LLC 0.02% Add +264.7% 2,611,886 $357.6M
JPMorgan Chase & Co. 0.02% Reduce -9.8% 2,115,011 $289.4M
PEAK6 LLC 7.08% Reduce -76.3% 2,059,361 $281.8M
Lavaca Capital LLC 49.54% New 2,000,000 $273.7M
First Trust Advisors LP 0.20% Add +1464.9% 1,944,348 $266.1M
Bank of America Corp. 0.02% Add +11.7% 1,796,143 $245.8M
Investment Management Corp of Ontario 3.49% Reduce -80.6% 1,681,780 $230.2M
UBS Group AG 0.04% Reduce -3.6% 1,600,810 $219.1M
Tidal Investments LLC 0.87% Add +1683.3% 1,491,905 $204.2M
Quadrature Capital Ltd 2.36% New 1,454,769 $199.2M
Toronto Dominion Bank 0.37% New 1,365,776 $186.9M
Cisco Systems, Inc. 36.05% No change 1,063,980 $145.6M
State Street Corp. 0.00% Add +456.9% 1,019,321 $139.5M
Alyeska Investment Group, L.P. 0.42% Reduce -65.5% 1,000,000 $136.8M
Qube Research & Technologies Ltd 0.17% New 861,243 $117.9M
Millennium Management 0.09% Add +2019.1% 834,348 $114.2M
Voya Investment Management LLC 0.13% New 807,904 $110.6M
Marshall Wace, LLP 0.12% New 801,672 $109.7M
Burkehill Global Management, LP 6.28% Add +29.3% 785,000 $107.4M
Bluefin Capital Management, LLC 55.81% Add +1620.0% 759,360 $103.9M
Senator Investment Group LP 3.79% New 750,000 $102.6M
Marex Group Ltd 1.15% Add +12043.1% 706,730 $93.2M
Susquehanna International Group, LLP 0.14% Add +243.4% 676,017 $92.5M
Charles Schwab Investment Management Inc. 0.01% Add +346.6% 662,652 $90.7M
Healthcare of Ontario Pension Plan Trust Fund 0.17% New 653,000 $89.4M
Munro Partners 2.31% Add +5272.4% 616,485 $84.4M
LPL Financial LLC 0.02% Add +37.6% 609,986 $83.5M
Zurich Insurance Group Ltd 0.59% New 602,187 $82.4M
Holocene Advisors, LP 0.18% New 583,075 $79.8M
Raymond James Financial Inc. 0.02% Add +151.3% 480,348 $65.7M
ARK Investment Management 0.38% Add +37.7% 467,957 $64.0M
Cantor Fitzgerald, L. P. 1.25% Add +1187.5% 462,224 $63.3M
CI Investments Inc. 0.22% Add +136677.9% 433,586 $59.3M
Northern Trust Corp. 0.01% Add +450.6% 429,717 $58.8M
Ameriprise Financial Inc. 0.01% Add +6027.4% 352,878 $48.3M
Ardmore Road Asset Management LP 3.09% New 350,000 $47.9M
Rokos Capital Management LLP 0.60% New 347,947 $47.6M
Wells Fargo & Company 0.01% Add +166.2% 304,810 $41.7M
Jump Financial, LLC 0.54% Add +5190.1% 295,557 $40.4M
Lmdagg, L.L.C. 53.95% No change 294,554 $40.3M
Two Seas Capital LP 2.30% New 279,051 $38.2M
Citadel Advisors 0.03% Add +73.3% 271,069 $37.1M
Bridgewater Associates 0.14% New 270,556 $37.0M
Capital Fund Management S.A. 0.37% New 267,271 $36.6M
Royal Bank of Canada 0.01% Add +208.3% 263,806 $36.1M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +19.7% 251,650 $34.4M
Citigroup Inc. 0.02% Reduce -47.0% 248,249 $34.0M
Amova Asset Management Americas, Inc. 0.33% Add +20.3% 247,874 $33.9M
HRT Financial LP 0.12% New 245,781 $33.6M
Tudor Investment Corporation 0.22% Add +365.7% 235,617 $32.2M
Nomura Holdings Inc. 0.16% Add +10710.7% 230,593 $31.6M
Creative Planning 0.02% Add +62.0% 226,951 $31.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +15818.1% 225,401 $30.8M
Cwm, LLC 0.09% Add +26.0% 209,931 $28.7M
Shellback Capital, LP 1.73% New 200,000 $27.4M
Squarepoint Ops LLC 0.06% Add +5038.5% 198,296 $27.1M
Fred Alger Management, LLC 0.10% New 188,974 $25.9M
Bank of Montreal 0.01% Add +233.8% 175,580 $24.0M
Moore Capital Management, LP 0.47% New 167,520 $22.9M
Blackstone Inc. 0.09% Reduce -96.0% 153,947 $21.1M
Cetera Investment Advisers 0.02% Add +163.7% 151,133 $20.7M
Marsico Capital Management LLC 0.51% New 146,415 $20.0M
LMR Partners LLP 0.38% New 143,219 $19.6M
Alliancebernstein L.P. 0.01% Add +63.3% 142,899 $19.6M
CastleKnight Management LP 1.06% Add +2201.6% 142,700 $19.5M
CloudAlpha Capital Management Limited/Hong Kong 1.75% Add +458.9% 141,948 $19.4M
Trivest Advisors Ltd 0.61% New 139,000 $19.0M
Q Fund Management (Hong Kong) Ltd 12.93% New 136,173 $18.6M
EULAV Asset Management 0.43% New 135,000 $18.5M
Hudson Bay Capital Management LP 0.13% New 133,071 $18.2M
D. E. Shaw & Co. 0.02% Add +60.7% 132,137 $18.1M
Talos Eurisko Asset Management LP 3.38% New 128,200 $17.5M
Zweig-DiMenna Associates LLC 1.35% New 127,250 $17.4M
Rakuten Investment Management, Inc. 0.06% — 50,960 $17.0M
Voloridge Investment Management, LLC 0.06% New 121,870 $16.7M
GF Fund Management Co. LTD. 0.29% Add +133.4% 118,183 $16.2M
Canada Pension Plan Investment Board 0.01% New 110,758 $15.2M
Hidden Lake Asset Management LP 5.92% New 108,247 $14.8M
Verition Fund Management LLC 0.09% Add +5481.4% 108,224 $14.8M
Brevan Howard Capital Management LP 0.21% New 107,137 $14.7M
SBI Securities Co., Ltd. 0.37% Add +358.9% 104,460 $14.3M
Stifel Financial Corp. 0.01% Add +116.8% 103,575 $14.2M
Caitong International Asset Management Co., Ltd 9.74% New 102,726 $14.1M
Liontrust Investment Partners LLP 0.20% Add +191.4% 101,720 $13.9M
Bank of New York Mellon Corp 0.00% Add +29.7% 100,226 $13.7M
Evergreen Quality Fund GP, Ltd. 0.30% New 100,000 $13.7M
Barclays PLC 0.01% Add +8268.5% 97,409 $13.3M
Wolverine Trading, LLC 0.26% Add +331.4% 106,441 $13.0M
Private Advisory Group LLC 1.11% Add +16.9% 92,881 $12.7M
Himension Capital (singapore) Pte. LTD. 0.78% New 92,718 $12.7M
Prudential PLC 0.09% New 90,857 $12.4M
Commonwealth Equity Services, LLC 0.02% Add +7.3% 89,344 $12.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +93.3% 87,939 $12.0M
Tower Research Capital LLC (TRC) 0.33% Add +211.5% 86,550 $11.8M
Steward Partners Investment Advisory, LLC 0.07% Add +5818.3% 86,526 $11.8M
Allianz Asset Management GmbH 0.01% New 76,067 $10.4M
Victory Capital Management Inc. 0.01% Add +12.5% 74,772 $10.2M
T. Rowe Price Associates Inc. 0.00% Reduce -86.0% 72,531 $9.9M
Focus Partners Wealth 0.02% Add +439.8% 71,297 $9.8M
SG Americas Securities, LLC 0.03% New 65,532 $9.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +106.6% 65,149 $8.9M
HighTower Advisors, LLC 0.01% Add +61.5% 64,771 $8.9M
Osaic Holdings, Inc. 0.01% Add +134.1% 77,429 $8.9M
Schonfeld Strategic Advisors LLC 0.06% New 64,691 $8.9M
Private Advisor Group, LLC 0.04% Add +19.0% 63,898 $8.7M
Atreides Management 0.22% Reduce -59.3% 62,904 $8.6M
Davidson Kempner Capital Management LP 0.17% New 60,000 $8.2M
Two Sigma Investments, LP 0.01% Reduce -0.0% 59,714 $8.2M
Point72 Asset Management 0.02% New 59,589 $8.2M
ExodusPoint Capital Management, LP 0.11% Reduce -16.1% 56,273 $7.7M
Marathon Trading Investment Management LLC 3.31% Add +216.2% 56,138 $7.7M
Envestnet Asset Management Inc. 0.00% Add +419.7% 55,095 $7.5M
Virtus Wealth Solutions LLC 1.42% Add +18.3% 53,939 $7.4M
Quantbot Technologies LP 0.19% Add +2623.1% 52,012 $7.1M
TD Asset Management Inc 0.01% Add +137.7% 50,480 $6.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.46% Add +204.4% 50,012 $6.8M
Ghisallo Capital Management LLC 0.22% New 50,000 $6.8M
Leonteq Securities AG 0.35% Add +5045.3% 47,388 $6.5M
Diversify Advisory Services, LLC 0.22% Add +668.3% 51,173 $6.5M
Renaissance Capital LLC 3.62% Add +49.9% 47,162 $6.5M
Mariner, LLC 0.01% Add +231.4% 45,372 $6.2M
Andina Capital Management, LLC 3.50% New 45,236 $6.2M
NewEdge Advisors, LLC 0.03% Add +234.8% 45,086 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +105.4% 47,504 $6.1M
RWQ Financial Management Services, Inc. 2.64% Add +297.2% 44,450 $6.1M
Capstone Investment Advisors, LLC 0.06% New 42,445 $5.8M
SIH Partners, LLLP 0.50% Add +817.8% 41,943 $5.7M
Point72 Europe (London) LLP 0.30% New 41,000 $5.6M
Aptus Capital Advisors, LLC 0.05% New 40,653 $5.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -6.6% 40,040 $5.5M
WINTON GROUP Ltd 0.21% New 40,032 $5.5M
Second Line Capital, LLC 1.11% New 39,218 $5.4M
GAMCO Investors 0.05% Add +191.9% 36,996 $5.1M
Cresset Asset Management, LLC 0.02% Add +1868.4% 36,652 $5.0M
Concentric Capital Strategies, LP 0.24% New 36,440 $5.0M
Quadrant Private Wealth Management, LLC 0.91% New 36,413 $5.0M
Bayesian Capital Management, LP 1.01% New 36,300 $5.0M
Independent Financial Group, LLC 0.11% Add +379.0% 34,160 $4.7M
Rockefeller Capital Management L.P. 0.01% Reduce -30.8% 34,054 $4.7M
Sassicaia Capital Advisers LLC 2.07% New 34,000 $4.7M
Revere Asset Management, Inc 1.75% New 33,982 $4.7M
Jones Financial Companies LLLP 0.00% Add +280.1% 38,280 $4.6M
Advisory Services Network, LLC 0.07% Add +163.0% 33,027 $4.5M
BNP Paribas Financial Markets 0.00% Add +545283.3% 32,723 $4.5M
MML Investors Services, LLC 0.01% Add +541.3% 31,804 $4.4M
Agp Franklin, LLC 2.12% Add +141.2% 31,774 $4.3M
AE Wealth Management LLC 0.03% New 30,993 $4.2M
Amundi 0.00% Add +559.1% 31,513 $4.2M
Alight Capital Management LP 0.98% New 30,000 $4.1M
Banco BTG Pactual S.A. 0.60% New 30,000 $4.1M
Parallax Volatility Advisers, L.P. 0.14% Add +9577.4% 30,000 $4.1M
Rakuten Securities, Inc. 1.50% Add +22.5% 29,771 $4.1M
Truist Financial Corp. 0.01% Add +86.5% 29,308 $4.0M
Sapphire Ventures, L.P. 4.66% No change 28,841 $3.9M
Sig Brokerage, LP 0.98% New 28,538 $3.9M
Kestra Private Wealth Services, LLC 0.05% Add +88.8% 28,498 $3.9M
Sender Co & Partners, Inc. 1.51% New 28,478 $3.9M
Entropy Technologies, LP 0.28% New 26,897 $3.7M
Herbst Group, LLC 2.29% New 26,870 $3.7M
PFG Investments, LLC 0.19% Add +314.3% 26,317 $3.6M
1832 Asset Management L.P. 0.01% New 25,700 $3.5M
Warm Springs Advisors Inc. 2.60% New 25,000 $3.4M
Siren, L.L.C. 0.13% New 24,000 $3.3M
CIBC Private Wealth Group LLC 0.01% Add +228.7% 23,920 $3.3M
Y-Intercept (Hong Kong) Ltd 0.08% Add +88.7% 23,441 $3.2M
Stratos Wealth Partners, LTD. 0.04% Add +234.0% 22,679 $3.1M
Man Group plc 0.01% Add +134.8% 22,133 $3.0M
Kestra Advisory Services, LLC 0.01% Add +98.5% 21,330 $2.9M
Summit Securities Group LLC 0.96% Add +243.6% 21,300 $2.9M
Altshuler Shaham Ltd 0.05% New 21,234 $2.9M
Janus Henderson Group PLC 0.00% New 21,054 $2.9M
Wealth Management Partners, LLC 0.89% New 20,533 $2.8M
Thoroughbred Financial Services, LLC 0.17% Reduce -32.7% 20,453 $2.8M
&partners 0.02% Add +611.5% 20,114 $2.8M
Monashee Investment Management LLC 1.41% New 20,000 $2.7M
Macquarie Group Ltd. 0.00% Add +6770.5% 19,581 $2.7M
Stephens Inc. 0.03% New 18,847 $2.6M
Capula Management Ltd 0.02% New 18,746 $2.6M
Ritholtz Wealth Management 0.05% Add +711.2% 18,609 $2.5M
RFG Advisory, LLC 0.05% New 18,600 $2.5M
Boothbay Fund Management, LLC 0.07% Add +160.4% 17,999 $2.5M
Janney Montgomery Scott LLC 0.01% Add +282.4% 17,743 $2.4M
Meadowbrook Wealth Management, LLC 2.50% — 17,450 $2.4M
Manufacturers Life Insurance Company, The 0.00% Add +386.7% 17,201 $2.4M
Main Management ETF Advisors, LLC 0.09% New 17,050 $2.3M
Vontobel Holding Ltd. 0.01% Add +358.6% 16,935 $2.3M
Deutsche Bank AG 0.00% New 16,779 $2.3M
Arkadios Wealth Advisors 0.06% Add +100.3% 16,523 $2.3M
Diker Management LLC 1.77% Add +300.0% 16,000 $2.2M
Group One Trading LLC 0.07% New 15,910 $2.2M
Prospera Financial Services Inc 0.04% Add +35.6% 15,731 $2.2M
Paragon Advisors, LLC 0.55% New 15,671 $2.1M
SteelPeak Wealth, LLC 0.07% Add +329.4% 15,630 $2.1M
PNC Financial Services Group, Inc. 0.00% Add +471.1% 15,351 $2.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +18.8% 15,243 $2.1M
Sunbelt Securities, Inc. 0.14% New 15,151 $2.1M
National Bank of Canada 0.00% Add +516.5% 15,134 $2.1M
Castle Hook Partners LP 0.03% New 15,111 $2.1M
Matauro, LLC 0.33% Reduce -1.1% 14,950 $2.0M
IFG Advisory, LLC 0.09% Add +31.8% 14,883 $2.0M
Fielder Capital Group LLC 0.46% New 14,754 $2.0M
Blair William & Co. 0.01% Add +294.8% 14,670 $2.0M
Krane Funds Advisors LLC 0.06% New 14,744 $2.0M
Independent Advisor Alliance 0.05% Add +521.4% 14,030 $1.9M
Itau Unibanco Holding S.A. 0.07% No change 14,000 $1.9M
Equitable Holdings, Inc. 0.01% Add +153.7% 13,973 $1.9M
RFG Holdings, Inc. 0.49% Add +55.9% 13,861 $1.9M
HWG Holdings LP 0.47% New 13,617 $1.9M
SummitTX Capital, L.P. 0.08% New 13,612 $1.9M
B. Riley Wealth Advisors, Inc. 0.09% Add +363.3% 13,282 $1.8M
Integrated Wealth Concepts LLC 0.02% Add +333.9% 13,237 $1.8M
XTX Topco Ltd 0.09% Add +1.4% 12,850 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +569.7% 12,563 $1.7M
Level Four Advisory Services, LLC 0.06% Reduce -50.7% 12,334 $1.7M
Mackenzie Financial Corp. 0.00% Reduce -21.5% 12,237 $1.7M
IronBridge Private Wealth, LLC 0.53% New 12,216 $1.7M
Point72 (DIFC) Ltd 0.12% New 12,182 $1.7M
Hoey Investments, Inc. 0.22% Add +15.8% 12,010 $1.6M
Stance Capital LLC 0.60% New 12,002 $1.6M
MYDA Advisors LLC 0.50% New 12,000 $1.6M
Concurrent Investment Advisors, LLC 0.03% Add +903.6% 11,883 $1.6M
Gryphon Financial Partners LLC 0.18% New 11,693 $1.6M
J.W. Cole Advisors, Inc. 0.03% Add +726.1% 11,475 $1.6M
Focused Wealth Management, Inc 0.16% Add +6.5% 10,752 $1.5M
Sanctuary Advisors, LLC 0.01% Add +40.2% 10,630 $1.5M
NorthCoast Asset Management LLC 0.01% Reduce -11.3% 10,446 $1.4M
Citizens Financial Group Inc. 0.02% New 10,321 $1.4M
WCG Wealth Advisors LLC 0.09% New 10,251 $1.4M
Rhumbline Advisers 0.00% New 10,219 $1.4M
Paloma Partners Management Co 0.62% New 9,999 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Add +218.3% 9,816 $1.3M
Scientech Research LLC 0.46% New 9,739 $1.3M
Morse Asset Management, Inc 0.26% Add +9489.0% 9,589 $1.3M
Pinebridge Investments, L.P. 0.01% New 9,529 $1.3M
Integrated Advisors Network LLC 0.05% Reduce -52.6% 9,491 $1.3M
Traynor Capital Management, Inc. 0.07% Add +450.4% 9,433 $1.3M
GTS Securities LLC 0.05% New 9,292 $1.3M
M.E. Allison & Co., Inc. 0.88% New 9,210 $1.3M
Mutual Advisors, LLC 0.03% New 10,188 $1.3M
Farther Finance Advisors, LLC 0.02% Add +1560.9% 9,135 $1.3M
Choreo, LLC 0.02% Add +195.1% 9,085 $1.2M
Triumph Capital Management 0.33% New 9,007 $1.2M
Laurion Capital Management LP 0.18% New 8,978 $1.2M
Pathstone Holdings, LLC 0.00% Add +186.1% 9,024 $1.2M
Family Office Research LLC 0.52% New 8,636 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -31.5% 8,634 $1.2M
Fortis Capital Advisors, LLC 0.19% Add +303.0% 8,624 $1.2M
Belpointe Asset Management LLC 0.05% Add +303.0% 8,624 $1.2M
Rafferty Asset Management, LLC 0.00% New 8,603 $1.2M
Kingswood Wealth Advisors, LLC 0.07% Add +172.1% 8,598 $1.2M
Lighthouse Financial LLC 0.77% New 8,558 $1.2M
Chesapeake Asset Management LLC 1.03% Add +8.2% 8,529 $1.2M
Profund Advisors LLC 0.04% New 8,465 $1.2M
IFP Advisors, Inc 0.03% Add +1009.7% 8,223 $1.1M
Floyd Financial Group LLC 0.83% Reduce -51.7% 7,939 $1.1M
Captrust Financial Advisors 0.00% Add +254.0% 8,171 $1.1M
Tactive Advisors, LLC 0.32% New 8,139 $1.1M
FNY Investment Advisers, LLC 0.36% New 8,095 $1.1M
Regal Partners Ltd 0.08% New 8,000 $1.1M
Mgo One Seven LLC 0.02% Reduce -38.3% 7,595 $1.0M
Bessemer Group Inc. 0.00% No change 7,520 $1.0M
Monetta Financial Services Inc. 0.72% New 7,500 $1.0M
Rockline Wealth Management, LLC 0.21% Add +28.5% 7,496 $1.0M
Oppenheimer & Co. Inc. 0.01% New 7,483 $1.0M
AlphaCore Capital LLC 0.03% Add +502.6% 7,472 $1.0M
Retirement Planning Group, LLC 0.04% Add +0.7% 7,425 $1.0M
JT Stratford LLC 0.14% New 7,425 $1.0M
Strategies Wealth Advisors, LLC 0.11% New 7,382 $1.0M
Aljian Capital Management, LLC 0.20% Add +272.8% 7,330 $1.0M
Jain Global LLC 0.01% New 7,313 $1.0M
Gables Capital Management Inc. 0.43% New 7,300 $999K
Kingsview Wealth Management, LLC 0.02% New 7,255 $993K
NewEdge Wealth, LLC 0.01% Add +178.4% 8,619 $986K
Legal & General Group Plc 0.00% New 7,145 $978K
Fidelis Capital Partners, LLC 0.08% Add +66.9% 7,112 $973K
Stevens Capital Management LP 0.13% New 7,052 $965K
Ionic Capital Management LLC 1.20% New 7,000 $958K
SPX Gestao de Recursos Ltda 0.08% New 7,000 $958K
Moors & Cabot, Inc. 0.04% Add +165.9% 6,979 $955K
Foundations Investment Advisors, LLC 0.01% Add +133.0% 6,919 $947K
Sowell Financial Services LLC 0.04% New 6,854 $938K
Wealth Effects LLC 0.30% New 6,750 $924K
Great Valley Advisor Group, Inc. 0.02% New 6,673 $913K
Global Retirement Partners, LLC 0.02% Add +143.4% 6,548 $896K
HSBC Holdings PLC 0.00% New 6,457 $892K
Global Assets Advisory, LLC 0.26% New 6,495 $889K
Apexium Financial, LP 0.04% Add +1.4% 6,488 $888K
Picton Mahoney Asset Management 0.01% New 6,447 $883K
Pinnacle Family Advisors, LLC 0.38% Add +8.4% 6,392 $875K
Tradition Wealth Management, LLC 0.06% New 6,380 $873K
Sigma Investment Counselors Inc. 0.04% New 6,252 $856K
Ameritas Advisory Services, LLC 0.06% New 6,202 $849K
Yarbrough Capital, LLC 0.03% No change 6,190 $847K
Arete Wealth Advisors, LLC 0.05% Add +12.2% 6,186 $847K
Lighthouse Investment Partners, LLC 0.03% New 6,000 $821K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +71.4% 6,000 $821K
RiverPark Advisors, LLC 0.63% New 5,972 $817K
D.A. Davidson & Co. 0.01% Add +67.0% 5,730 $784K
Gladstone Institutional Advisory LLC 0.03% Add +54.8% 5,712 $782K
MADDEN SECURITIES Corp 0.24% New 5,700 $780K
Strategic Investment Solutions, Inc. 0.20% Reduce -39.6% 4,108 $765K
Cerity Partners LLC 0.00% Add +226.7% 5,586 $764K
Magnus Financial Group LLC 0.06% Add +0.8% 5,582 $764K
HHM Wealth Advisors, LLC 0.09% Add +31.2% 5,466 $748K
Vanguard Capital Wealth Advisors 0.60% Add +153.5% 5,450 $746K
Prosperity Wealth Management, Inc. 0.25% Add +53.2% 5,400 $739K
Dimension Capital Management LLC 0.10% Add +7.3% 5,195 $711K
Flow Traders U.S. LLC 0.03% New 5,186 $710K
J.Safra Asset Management Corp 0.04% New 5,184 $709K
Aristeia Capital, L.L.C. 0.04% New 5,179 $709K
Daiwa Securities Group Inc. 0.00% New 5,152 $705K
Apollon Wealth Management, LLC 0.01% Add +37.3% 5,022 $687K
First Manhattan Co. Llc. 0.00% Reduce -94.0% 5,018 $687K
Vident Advisory, LLC 0.01% Add +66.2% 5,015 $686K
Anson Funds Management LP 0.08% New 5,000 $684K
Symmetry Investments LP 0.06% New 5,000 $684K
Banque Cantonale Vaudoise 0.03% New 4,950 $677K
Bosman Wealth Management, LLC 0.52% New 4,934 $675K
Sfmg, LLC 0.05% New 4,920 $673K
HUB Investment Partners, LLC 0.02% Add +478.7% 4,919 $673K
Catalyst Funds Management Pty Ltd 0.10% Add +36.1% 4,900 $671K
Veracity Capital LLC 0.21% Add +53.2% 4,747 $650K
Insigneo Advisory Services, LLC 0.05% New 4,745 $649K
Balboa Wealth Partners 0.11% Add +221.8% 4,737 $648K
Pine Valley Investments Ltd Liability Co 0.03% Add +20.3% 4,683 $641K
Cornerstone Wealth Management, LLC 0.04% Reduce -20.9% 4,651 $637K
SLT Holdings LLC 0.43% Add +93.8% 4,650 $636K
Limestone Investment Advisors LP 0.28% New 4,400 $602K
Fifth Third Wealth Advisors LLC 0.02% New 4,373 $598K
Ground Swell Capital, LLC 1.31% Add +24.6% 4,366 $597K
NFSG Corp 0.09% Reduce -30.2% 4,362 $597K
Allworth Financial LP 0.00% Add +190.7% 4,358 $596K
Keebeck Wealth Management 0.07% New 4,350 $595K
Strategic Blueprint, LLC 0.03% Reduce -58.8% 4,318 $591K
Wesbanco Bank Inc. 0.02% Add +230.8% 4,300 $588K
Brown, Lisle/Cummings, Inc. 0.15% New 4,285 $586K
US Bancorp \de 0.00% Add +1213.3% 4,242 $581K
Jaffetilchin Investment Partners, LLC 0.03% New 4,187 $573K
Cibc World Market Inc. 0.00% Add +229.5% 4,138 $566K
Wedbush Securities Inc. 0.02% Add +121.5% 4,138 $566K
Corient Private Wealth LP 0.00% Add +45.6% 4,111 $563K
Lake Street Private Wealth, LLC 0.07% New 4,070 $557K
Quartz Partners, LLC 0.20% Add +96.8% 4,035 $552K
Exencial Wealth Advisors, LLC 0.02% New 4,029 $551K
Zuckerman Investment Group, LLC 0.05% No change 4,000 $547K
Baird Financial Group, Inc. 0.00% Add +41.9% 3,957 $542K
Polymer Capital Management (HK) LTD 0.08% Reduce -10.3% 3,946 $540K
Y.D. More Investments Ltd 0.03% Add +680.0% 3,900 $534K
Pursue Wealth Partners LLC 0.29% New 3,879 $531K
Strengthening Families & Communities, LLC 0.12% Add +28.0% 3,855 $528K
Lake Hills Wealth Management, LLC 0.28% New 3,821 $523K
Focus Financial Network, Inc. 0.02% New 3,820 $523K
Noble Wealth Management PBC 0.28% — 3,810 $521K
Torrey Growth & Income Advisors 0.15% — 3,810 $521K
Neuberger Berman Group LLC 0.00% Reduce -96.5% 3,802 $520K
Dynamic Advisor Solutions LLC 0.01% New 3,784 $518K
U.S. Capital Wealth Advisors, LLC 0.01% New 3,735 $511K
Hilltop Holdings Inc. 0.03% New 3,730 $510K
Centaurus Financial, Inc. 0.02% Add +339.3% 3,708 $507K
Keystone Wealth Services, LLC 0.11% New 3,695 $506K
Comerica Bank 0.00% Add +132.9% 3,656 $500K
AdvisorNet Financial, Inc 0.03% Add +7176.0% 3,638 $498K
Evercore Wealth Management, LLC 0.01% No change 3,600 $493K
Prudential Financial Inc. 0.00% New 3,600 $493K
IHT Wealth Management, LLC 0.01% Add +142.9% 3,576 $489K
Ausdal Financial Partners, Inc. 0.02% Add +13.7% 3,543 $485K
Oxford Asset Management LLP 0.16% New 3,530 $483K
PFG Advisors 0.02% New 3,517 $481K
Scotia Capital Inc. 0.00% New 3,498 $479K
Parallel Advisors, LLC 0.01% Add +7843.2% 3,495 $478K
Bank of Nova Scotia 0.00% New 3,490 $477K
Riverpark Capital Management LLC 0.86% New 3,465 $474K
Owen LaRue, LLC 0.19% New 3,450 $472K
Shikiar Asset Management Inc. 0.13% New 3,450 $472K
Wbi Investments, LLC 0.12% New 3,447 $472K
HighPoint Advisor Group LLC 0.02% Add +102.3% 3,446 $472K
Aspen Grove Capital, LLC 0.08% No change 3,361 $460K
Proactive Wealth Strategies LLC 0.20% New 3,357 $459K
Altrafin AG 0.15% New 3,352 $459K
Castle Rock Wealth Management, LLC 0.10% Add +8.1% 3,320 $457K
StoneX Group Inc. 0.02% New 3,294 $451K
Flagship Harbor Advisors, LLC 0.02% Add +25.3% 3,259 $446K
Chevy Chase Trust Holdings, LLC 0.00% Add +10.3% 3,200 $438K
Delta Investment Management, LLC 0.08% New 3,138 $429K
SCS Capital Management LLC 0.00% Add +62.7% 3,102 $425K
Lazard Asset Management LLC 0.00% No change 3,090 $423K
Capital Investment Advisory Services, LLC 0.03% New 3,084 $422K
Garden State Investment Advisory Services LLC 0.11% New 3,076 $421K
Hollencrest Capital Management 0.02% Add +474.4% 3,073 $421K
Elevation Point Wealth Partners, LLC 0.03% New 3,071 $420K
Vestmark Advisory Solutions, Inc. 0.01% New 3,071 $420K
Meridian Wealth Management, LLC 0.02% Reduce -95.7% 3,065 $419K
Diversify Wealth Management, LLC 0.02% Add +6.8% 3,315 $419K
Masso Torrence Wealth Management Inc. 0.17% New 3,050 $417K
Colonial Trust Advisors 0.03% Add +81.0% 3,050 $417K
Harbour Investments, Inc. 0.01% Add +4978.3% 3,047 $417K
Rathbones Group PLC 0.00% New 3,045 $417K
Vigilare Wealth Management 0.14% New 3,042 $416K
United Capital Management of KS, Inc. 0.06% New 3,000 $411K
Howard Financial Services, LTD. 0.05% No change 3,000 $411K
J. Safra Sarasin Holding AG 0.01% New 2,972 $407K
Modus Advisors, LLC 0.11% New 2,966 $406K
MAI Capital Management 0.00% Add +21.8% 2,963 $405K
Strait & Sound Wealth Management LLC 0.16% Reduce -2.1% 2,960 $405K
Sigma Planning Corp 0.01% Reduce -62.9% 2,948 $403K
Aventura Private Wealth, LLC 0.15% Add +2844.0% 2,944 $403K
Prime Capital Investment Advisors, LLC 0.01% New 2,895 $396K
Kapstone Financial Advisors LLC 0.18% Add +43.5% 2,867 $392K
Almanack Investment Partners, LLC. 0.06% Add +30.4% 2,850 $390K
Ieq Capital, LLC 0.00% New 2,784 $381K
McGuire Investment Group, LLC 0.04% New 2,763 $378K
R Squared Ltd 0.16% New 2,762 $378K
Chung Wu Investment Group, LLC 0.31% Reduce -40.6% 2,750 $376K
Mandatum Life Insurance Co Ltd 0.09% Add +57.1% 2,750 $376K
Westwood Wealth Management 0.14% New 2,730 $374K
Whalen Wealth Management Inc. 0.22% New 2,705 $370K
Spirit of America Management Corp. 0.07% New 2,700 $369K
TCFG Wealth Management, LLC 0.15% New 2,693 $369K
Lido Advisors, LLC 0.00% New 2,682 $367K
Milestone Asset Management, LLC 0.07% New 2,664 $365K
Cannell & Spears LLC 0.01% Add +40.1% 2,662 $364K
United Advisor Group, LLC 0.05% New 2,637 $361K
Principal Securities, Inc. 0.01% Add +140.9% 2,607 $357K
BOCHK Asset Management Ltd 0.09% New 2,600 $356K
Whitford Management LLC 0.36% Add +101.6% 2,580 $353K
Steel Grove Capital Advisors, LLC 0.04% No change 2,100 $342K
Leigh Baldwin & Co., LLC 0.19% New 2,500 $342K
Maytus Capital Management, LLC 0.07% New 2,500 $342K
Howland Capital Management LLC 0.01% New 2,500 $342K
Fusion Capital, LLC 0.10% Add +55.1% 2,534 $339K
Banco Santander, S.A. 0.00% Add +7.9% 2,455 $336K
Aua Capital Management, LLC 0.19% No change 2,433 $333K
Kovack Advisors, Inc. 0.03% Add +91.6% 2,405 $329K
Keybank National Association 0.00% New 2,390 $327K
Wealthcare Advisory Partners LLC 0.01% Add +56.8% 2,384 $326K
World Investment Advisors 0.01% Add +12.7% 2,374 $325K
TD Waterhouse Canada Inc. 0.00% Add +666.1% 2,329 $319K
Focus Partners Advisor Solutions, LLC 0.00% New 2,896 $318K
Nwam LLC 0.02% New 2,500 $318K
Hedges Asset Management LLC 0.24% Reduce -4.2% 2,300 $315K
Capital Advisors Wealth Management, LLC 0.04% New 2,288 $313K
Lewis Asset Management, LLC 0.13% New 2,230 $305K
Huntington National Bank 0.00% Add +33.7% 2,166 $296K
VestGen Advisors, LLC 0.01% Add +6.2% 2,124 $291K
Merit Financial Group, LLC 0.00% Reduce -29.3% 2,117 $290K
Freestone Capital Holdings, LLC 0.01% New 2,110 $289K
Darden Wealth Group Inc 0.15% Reduce -14.1% 2,110 $289K
Quantum Private Wealth, LLC 0.08% New 2,100 $287K
Cyndeo Wealth Partners, LLC 0.02% New 2,100 $287K
Joseph P. Lucia & Associates, LLC 0.11% New 2,085 $285K
Jefferies Financial Group Inc. 0.00% Reduce -82.2% 2,057 $282K
Verdence Capital Advisors LLC 0.02% New 2,058 $280K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -0.5% 2,038 $279K
GM Advisory Group, LLC 0.01% New 2,021 $277K
Forum Financial Management, LP 0.00% New 2,021 $277K
SkyOak Wealth, LLC 0.05% New 2,015 $276K
Valeo Financial Advisors, LLC 0.01% New 2,013 $275K
Mariner Investment Group LLC 0.11% New 2,000 $274K
Stephens Consulting, LLC 0.09% Add +31.4% 2,000 $274K
SS&H Financial Advisors, Inc. 0.08% New 2,000 $274K
Shay Capital LLC 0.05% New 2,000 $274K
Arista Wealth Management, LLC 0.03% New 2,000 $274K
Legacy Advisors, LLC 0.03% — 2,000 $274K
Investment House LLC 0.01% New 2,000 $274K
O'shaughnessy Asset Management, LLC 0.00% Reduce -28.1% 1,970 $270K
Palumbo Wealth Management LLC 0.09% New 1,954 $267K
Franklin Resources Inc. 0.00% New 1,929 $264K
Van Eck Associates Corp. 0.00% New 1,897 $260K
NovaPoint Capital, LLC 0.06% New 1,855 $254K
Compagnie Lombard Odier SCmA 0.00% New 1,852 $253K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +89.5% 1,842 $252K
Tripletail Wealth Management, LLC 0.30% New 1,850 $252K
Cypress Wealth Services, LLC 0.04% New 1,813 $248K
Fortis Group Advisors, LLC 0.04% New 1,816 $243K
Titleist Asset Management, LLC 0.02% Add +39.4% 1,760 $241K
Iron Gate Global Advisors LLC 0.02% New 1,731 $237K
Hudock, Inc. 0.04% New 1,718 $235K
Sollinda Capital Management LLC 0.06% New 1,700 $233K
Seneschal Advisors, LLC 0.17% New 1,666 $228K
Rehmann Capital Advisory Group 0.01% New 1,656 $228K
Bryn Mawr Trust Advisors, LLC 0.01% New 1,649 $226K
Private Trust Co. NA 0.02% Add +16.2% 1,634 $224K
Advisory Alpha, LLC 0.01% New 1,613 $223K
Intrua Financial, LLC 0.03% New 1,612 $221K
Park Avenue Securities LLC 0.00% New 1,605 $220K
Baker Avenue Asset Management, LP 0.01% New 1,581 $216K
Empowered Funds, LLC 0.00% Add +4.2% 1,577 $216K
Founders Financial Securities LLC 0.01% New 1,570 $215K
Ancora Advisors LLC 0.00% New 1,550 $212K
Financial Engines Advisors L.L.C. 0.00% New 1,542 $211K
Beacon Pointe Advisors, LLC 0.00% New 1,542 $211K
Avalon Trust Co 0.01% No change 1,534 $210K
KG Capital Management 0.06% Reduce -30.9% 1,517 $208K
Credit Capital Investments LLC 0.23% New 1,500 $205K
Alpha Wealth Funds, LLC 0.17% New 1,500 $205K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -16.7% 1,500 $205K
CreativeOne Wealth, LLC 0.01% Reduce -36.7% 1,488 $204K
Valmark Advisers, Inc. 0.00% New 1,488 $204K
NorthRock Partners, LLC 0.00% New 1,472 $201K
MPWM Advisory Solutions, LLC 0.12% New 1,457 $199K
Valley National Advisers Inc. 0.03% Add +2690.0% 1,395 $190K
BankPlus Trust Department 0.05% New 1,370 $187K
Penserra Capital Management LLC 0.00% Reduce -92.6% 1,357 $185K
Bokf, NA 0.00% Add +29.9% 1,305 $179K
Creative Financial Designs Inc. 0.01% Add +896.0% 1,245 $170K
Archer Investment Corp 0.04% Add +485.4% 1,206 $165K
Fourth Dimension Wealth, LLC 0.05% Reduce -53.7% 1,025 $140K
Toth Financial Advisory Corp. 0.01% New 1,000 $137K
Albion Financial Group 0.01% No change 1,000 $137K
EverSource Wealth Advisors, LLC 0.01% Add +3196.6% 956 $131K
Groupe la Francaise 0.00% New 1,230 $128K
Edmond DE Rothschild Holding S.A. 0.00% New 885 $121K
Armstrong Advisory Group, Inc. 0.01% Reduce -54.6% 871 $119K
Atlantic Union Bankshares Corp 0.00% Add +113.3% 800 $109K
Sittner & Nelson, LLC 0.04% New 800 $109K
Murphy & Mullick Capital Management Corp 0.08% Add +45.9% 795 $108K
Western Pacific Wealth Management, LP 0.09% Add +40.0% 700 $96K
Fifth Third Bancorp 0.00% New 700 $96K
Pittenger & Anderson Inc. 0.00% Add +36.0% 680 $93K
CoreCap Advisors, LLC 0.00% Add +29.6% 644 $88K
Signaturefd, LLC 0.00% Reduce -45.0% 604 $83K
Whittier Trust Co. of Nevada Inc. 0.00% New 541 $73K
Centiva Capital, LP 0.01% Add +177.0% 529 $72K
Sound Income Strategies, LLC 0.00% New 486 $70K
Pacer Advisors, Inc. 0.00% New 508 $70K
Webster Bank, N. A. 0.01% No change 500 $68K
Global Trust Asset Management, LLC 0.03% New 490 $67K
Walleye Capital LLC 0.00% New 482 $66K
Arax Advisory Partners 0.00% Add +2275.0% 475 $65K
Parkside Financial Bank & Trust 0.01% New 475 $65K
MTM Investment Management, LLC 0.02% New 413 $57K
Montag A & Associates Inc. 0.00% Add +33.3% 404 $55K
Quadrant Capital Group LLC 0.00% New 400 $55K
ORG Partners LLC 0.01% Add +253.4% 364 $50K
Chilton Capital Management LLC 0.00% Add +50.2% 362 $50K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +864.9% 357 $49K
Hazlett, Burt & Watson, Inc. 0.02% Add +1272.0% 343 $46K
North Star Investment Management Corp. 0.00% Add +301.2% 333 $46K
Avion Wealth 0.01% Add +1363.6% 322 $44K
Cedar Mountain Advisors, LLC 0.01% New 320 $44K
Holos Integrated Wealth LLC 0.03% No change 310 $43K
Costello Asset Management, INC 0.01% Reduce -25.0% 300 $41K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -35.2% 283 $39K
Cullen/Frost Bankers, Inc. 0.00% New 264 $36K
Pin Oak Investment Advisors Inc. 0.02% Add +0.0% 250 $34K
UMB Bank, n.a. 0.00% New 250 $34K
Wealthspire Advisors, LLC 0.00% New 242 $33K
Manchester Capital Management LLC 0.00% New 230 $31K
Crewe Advisors LLC 0.00% New 225 $31K
Marshall & Sterling Wealth Advisors Inc. 0.02% New 220 $30K
Rothschild Investment LLC 0.00% Add +10700.0% 216 $30K
Princeton Global Asset Management LLC 0.00% New 205 $28K
Bogart Wealth, LLC 0.00% Reduce -75.9% 205 $28K
Aspect Partners, LLC 0.01% New 201 $28K
Family Legacy Financial Solutions, LLC 0.02% Add +166.7% 200 $27K
HighMark Wealth Management LLC 0.01% New 200 $27K
Old Second National Bank of Aurora 0.01% New 200 $27K
Strategic Wealth Partners, Ltd. 0.00% New 200 $27K
FIL Ltd 0.00% New 198 $27K
Peterson Wealth Services 0.01% New 13,653 $22K
Bank of New Hampshire 0.01% New 160 $22K
Westfuller Advisors, LLC 0.01% New 157 $21K
Pension & Wealth Management Advisors, Inc. 0.01% New 155 $21K
Nisa Investment Advisors, LLC 0.00% New 152 $21K
Nalls Sherbakoff Group, LLC 0.01% Reduce -40.0% 150 $21K
Financial Consulate, Inc. 0.00% New 150 $21K
SJS Investment Consulting Inc. 0.00% Reduce -93.6% 150 $21K
Golden State Wealth Management, LLC 0.00% Add +55.6% 140 $19K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 125 $17K
Tradewinds Capital Management, LLC 0.00% Add +278.8% 125 $17K
KERR FINANCIAL PLANNING Corp 0.02% — 200 $15K
CSS LLC 0.00% New 103 $14K
DiNuzzo Private Wealth, Inc. 0.00% Add +92.9% 135 $14K
Clear Investment Research, LLC 0.02% No change 100 $14K
Signature Resources Capital Management, LLC 0.01% New 100 $14K
Smallwood Wealth Investment Management, LLC 0.01% New 100 $14K
Ascentis Wealth Management, LLC 0.00% No change 100 $14K
Pathway Financial Advisers, LLC 0.00% New 98 $13K
Cornerstone Planning Group LLC 0.00% Add +104.4% 92 $12K
SouthState Bank Corp 0.00% New 84 $11K
Exchange Traded Concepts, LLC 0.00% New 83 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -23.8% 80 $11K
Larson Financial Group LLC 0.00% Reduce -46.7% 80 $11K
Lanark Financial, Inc. 0.00% Add +352.9% 77 $11K
Novem Group 0.00% New 75 $10K
PFS Partners, LLC 0.00% Add +250.0% 70 $10K
GPS Wealth Strategies Group, LLC 0.00% Reduce -88.5% 65 $9K
Corsicana & Co. 0.00% — 60 $8K
Hughes Financial Services, LLC 0.00% Reduce -16.3% 67 $7K
Scarborough Advisors, LLC 0.00% Reduce -50.0% 50 $7K
Wolverine Asset Management LLC 0.00% New 50 $7K
Pinnacle Bancorp, Inc. 0.00% New 45 $6K
Stone House Investment Management, LLC 0.00% Add +350.0% 45 $6K
Concord Wealth Partners 0.00% No change 43 $6K
Delta Asset Management LLC 0.00% New 42 $6K
Financial Life Planners 0.00% New 40 $5K
Activest Wealth Management 0.00% Add +0.0% 40 $5K
Bell Investment Advisors, Inc 0.00% Add +227.3% 36 $5K
Nvwm, LLC 0.00% Add +133.3% 35 $5K
Adirondack Trust Co. 0.00% New 32 $4K
Physician Wealth Advisors, Inc. 0.00% No change 25 $3K
Midwest Capital Advisors, LLC 0.00% New 25 $3K
First United Bank & Trust 0.00% New 25 $3K
Grove Bank & Trust 0.00% No change 25 $3K
SWAN Capital LLC 0.00% No change 24 $3K
CVA Family Office, LLC 0.00% New 23 $3K
CENTRAL TRUST Co 0.00% New 23 $3K
Barrett & Company, Inc. 0.00% New 20 $3K
NBT Bank, N.A. 0.00% New 137 $3K
Marquette Asset Management, LLC 0.00% New 19 $3K
JPL Wealth Management, LLC 0.00% New 18 $2K
Legacy Wealth Managment, LLC 0.00% New 16 $2K
Bartlett & Co. Wealth Management LLC 0.00% No change 15 $2K
Russell Investments Group, Ltd. 0.00% New 13 $2K
Transamerica Financial Advisors, LLC 0.00% New 12 $2K
Rialto Wealth Management, LLC 0.00% No change 11 $2K
Asset Dedication, LLC 0.00% New 11 $2K
GAMMA Investing LLC 0.00% Add +175.0% 11 $2K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -97.2% 10 $1K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 10 $1K
Principia Wealth Advisory, LLC 0.00% New 8 $1K
Assetmark, Inc. 0.00% New 8 $1K
Covestor Ltd 0.00% No change 9 $1K
Cloud Capital Management, LLC 0.00% New 8 $1K
DB Fitzpatrick & Co, Inc 0.00% New 5 $684
Caitlin John, LLC 0.00% New 5 $684
CBIZ Investment Advisory Services, LLC 0.00% New 5 $684
Root Financial Partners, LLC 0.00% New 3 $411
Davis Capital Management 0.00% — 2 $274
Key Financial Inc 0.00% New 2 $274
American Capital Advisory, LLC 0.00% No change 1 $137
Financial Management Professionals, Inc. 0.00% New 1 $137
Blue Trust, Inc. 0.00% Reduce -99.9% 1 $74

"% of holder's portfolio" is CRWV's weight in each manager's 13F, not the share of Coreweave Inc. Class A the manager owns.