Coreweave Inc. Class ACRWV

13F holders, Q2 2026 (June 30)
971holders +187
268new positions
85sold out
14famous investors
$99.46avg. 13F price*

At the end of Q2 2026, 971 institutions reported holding Coreweave Inc. Class A (CRWV) in their 13F filings, up 187 from Q1 2026. 268 opened new positions and 85 sold out. The largest holders were Magnetar Financial LLC ($5.2B), Nvidia Corp. ($4.7B) and BlackRock, Inc. ($2.4B). 14 famous investors held it, including Brad Gerstner (6.2% of Altimeter Capital Management's portfolio), Leopold Aschenbrenner (3.7% of Situational Awareness's portfolio) and Gavin Baker (1.9% of Atreides 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions268$1.2B
Exits85$335.3M

All 13F filers, Q1 2026 → Q2 2026: 111,557,736 shares bought and 31,217,312 shares sold, net +80,340,424 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 971 holders

Magnetar Financial LLC 52.38% Reduce -24.1% 52,062,927 $5.2B
Nvidia Corp. 7.41% No change 47,213,353 $4.7B
BlackRock, Inc. 0.04% Add +157.0% 24,105,966 $2.4B
Goldman Sachs Group Inc. 0.19% Add +1.3% 18,103,949 $1.8B
Vanguard Portfolio Management LLC 0.08% Add +34.3% 17,063,815 $1.7B
Vanguard Capital Management LLC 0.03% Add +26.9% 15,789,271 $1.6B
Jane Street Group, LLC 0.89% Add +56.8% 13,885,024 $1.4B
Invesco Ltd. 0.10% Add +1149.5% 12,408,675 $1.2B
Alyeska Investment Group, L.P. 2.79% Add +55.7% 10,891,267 $1.1B
Value Aligned Research Advisors, LLC 6.48% Add +31.5% 10,886,110 $1.1B
Bank of America Corp. 0.05% Add +46.4% 8,272,471 $823.4M
PEAK6 LLC 19.54% Add +18.3% 8,057,406 $802.0M
Aspex Management (HK) Ltd 8.93% Add +12.2% 7,960,201 $792.4M
Situational Awareness 3.69% Add +4.2% 7,479,558 $744.5M
State Street Corp. 0.02% Add +139.7% 7,058,846 $702.6M
Altimeter Capital Management 6.15% Add +35.0% 6,073,695 $604.6M
Geode Capital Management, LLC 0.03% Add +91.8% 5,904,372 $586.3M
Barclays PLC 0.14% Add +323.3% 4,466,809 $444.6M
UBS Group AG 0.07% Add +24.1% 4,465,874 $444.5M
Norges Bank 0.04% — 4,320,898 $430.1M
Jennison Associates LLC 0.24% Add +227.3% 4,019,579 $400.1M
FMR LLC 0.02% Add +21.4% 3,938,289 $392.0M
Morgan Stanley 0.02% Add +29.4% 3,679,696 $366.3M
Two Sigma Investments, LP 0.27% Add +2919.9% 3,431,074 $341.5M
Lavaca Capital LLC 34.48% Add +13.7% 3,323,566 $330.8M
Clear Street Group Inc. 0.90% Reduce -23.3% 2,846,760 $283.4M
First Trust Advisors LP 0.16% Add +56.5% 2,728,784 $271.6M
ARK Investment Management 1.72% Add +4.7% 2,657,192 $264.5M
Toronto Dominion Bank 0.43% Add +35.6% 2,574,255 $256.2M
Citigroup Inc. 0.12% Reduce -12.9% 2,534,082 $252.2M
Atreides Management 1.90% Add +162.2% 2,124,845 $211.5M
Deutsche Bank AG 0.06% Reduce -5.5% 1,969,579 $196.1M
Northern Trust Corp. 0.02% Add +92.2% 1,912,610 $190.4M
Vanguard Fiduciary Trust Co. 0.04% Add +20.5% 1,818,954 $181.1M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +6.6% 1,733,781 $172.6M
American Century Companies Inc. 0.08% Add +33664.6% 1,721,993 $171.4M
JPMorgan Chase & Co. 0.01% Add +692.8% 1,747,172 $166.9M
Agf Management Ltd. 0.63% New 1,617,808 $161.0M
Balyasny Asset Management L.P. 0.30% Add +184.0% 1,611,219 $160.4M
Wells Fargo & Company 0.03% Add +13.0% 1,484,068 $147.7M
Neuberger Berman Group LLC 0.10% Add +40831.1% 1,453,871 $144.7M
Amundi 0.03% Reduce -56.1% 1,440,085 $143.3M
BNP Paribas Financial Markets 0.08% Add +147.0% 1,435,759 $142.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +64.7% 1,415,103 $140.9M
Legal & General Group Plc 0.03% Add +19.5% 1,332,209 $132.6M
Bank of New York Mellon Corp 0.02% Add +263.4% 1,285,270 $127.9M
T. Rowe Price Associates Inc. 0.01% Add +363.4% 1,157,805 $115.2M
Appaloosa 1.44% New 1,078,248 $107.3M
Amova Asset Management Americas, Inc. 1.38% Reduce -4.2% 1,076,613 $107.1M
Cisco Systems, Inc. 26.14% No change 1,063,980 $105.9M
AQR Capital Management 0.04% Add +6110.8% 1,068,013 $104.6M
Charles Schwab Investment Management Inc. 0.01% Add +28.3% 1,020,320 $101.6M
LPL Financial LLC 0.02% Add +22.4% 981,268 $97.7M
Ameriprise Financial Inc. 0.02% Add +177.2% 954,701 $95.0M
Kinetic Partners Management, LP 2.15% Add +70.5% 904,900 $90.1M
Marex Group Ltd 0.63% Add +0.5% 849,390 $84.5M
Swiss National Bank 0.04% Add +11.4% 767,068 $76.4M
Penserra Capital Management LLC 0.55% Add +47.0% 718,335 $71.5M
Bond Capital Management, LP 23.05% No change 706,732 $70.3M
Burkehill Global Management, LP 2.62% No change 700,000 $69.7M
Blackstone Inc. 0.22% New 675,000 $67.2M
Tidal Investments LLC 0.16% Add +148.1% 666,507 $66.3M
Canada Pension Plan Investment Board 0.04% No change 645,208 $64.2M
Sivia Capital Partners, LLC 7.75% New 639,945 $63.7M
Bank of Nova Scotia 0.10% Add +3612.1% 628,461 $62.6M
D1 Capital Partners 0.18% New 628,446 $62.6M
Panview Capital Ltd 10.77% Reduce -31.5% 614,485 $61.2M
Defiance ETFs, LLC 0.83% Add +45.8% 697,210 $59.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% Add +31.6% 583,988 $58.1M
Nuveen, LLC 0.01% New 567,790 $56.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Add +71.9% 555,750 $55.3M
Gilder Gagnon Howe & Co. LLC 0.55% Add +890.5% 537,774 $53.5M
HSBC Holdings PLC 0.03% Add +290.0% 540,102 $53.4M
Dimensional Fund Advisors LP 0.01% Add +19095.8% 531,916 $52.9M
1832 Asset Management L.P. 0.06% New 530,600 $52.8M
National Pension Service 0.03% Add +1194.7% 524,854 $52.2M
Marshall Wace, LLP 0.04% Add +268.4% 512,307 $51.0M
California Public Employees Retirement System 0.03% Add +90.5% 506,405 $50.4M
LBP Am SA 0.49% Add +1087.0% 480,730 $47.9M
Royal Bank of Canada 0.01% Add +106.8% 466,034 $46.4M
Aequim Alternative Investments LP 13.56% Add +120.0% 459,158 $45.7M
Bank of Montreal 0.02% Add +49.3% 458,444 $45.6M
Mizuho Markets Cayman LP 1.67% New 448,160 $44.6M
Himension Capital (singapore) Pte. LTD. 2.62% Add +11.2% 429,274 $42.7M
California State Teachers Retirement System 0.04% Add +30.5% 417,514 $41.6M
ProShare Advisors LLC 0.06% New 416,835 $41.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +43.6% 411,072 $40.9M
Covalis Capital LLP 2.32% New 410,049 $40.8M
Rhumbline Advisers 0.03% Add +728.1% 401,827 $40.0M
Davidson Kempner Capital Management LP 0.98% New 400,000 $39.8M
CastleKnight Management LP 1.41% Add +45.3% 386,500 $38.5M
Gotham Asset Management 0.09% Add +36.4% 375,000 $37.3M
Cantor Fitzgerald, L. P. 0.70% Add +269.3% 362,290 $36.1M
Raymond James Financial Inc. 0.01% Reduce -5.1% 355,181 $35.4M
Investment Management Corp of Ontario 0.44% Reduce -24.8% 347,338 $34.6M
Man Group plc 0.06% Reduce -6.1% 341,839 $34.0M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +134.4% 340,125 $33.9M
SG Americas Securities, LLC 0.02% Reduce -62.9% 324,852 $32.3M
Jump Financial, LLC 0.31% Add +84.8% 322,120 $32.1M
Steward Partners Investment Advisory, LLC 0.16% Add +20.8% 305,710 $30.4M
Soros Fund Management 0.52% Reduce -31.7% 300,000 $29.9M
Walleye Capital LLC 0.16% Add +299.8% 299,146 $29.8M
Blue Sparrow, LLC 0.29% Add +197.6% 297,600 $29.6M
State Board of Administration of Florida Retirement System 0.05% Add +2089.6% 291,811 $29.0M
Victory Capital Management Inc. 0.02% Add +246.1% 274,563 $27.3M
NEOS Investment Management LLC 0.10% New 259,686 $25.8M
Wedbush Fund Advisers, LLC 2.09% Add +3.4% 236,720 $23.6M
Woodline Partners LP 0.07% New 232,685 $23.2M
Cetera Investment Advisers 0.02% Add +19.2% 231,688 $23.1M
Panagora Asset Management Inc. 0.07% New 217,695 $21.7M
Credit Agricole S A 0.05% Add +8.0% 211,040 $21.0M
LMR Partners LLP 0.18% Add +42.8% 198,307 $19.7M
Aviva PLC 0.03% Reduce -0.8% 197,304 $19.6M
Voya Investment Management LLC 0.02% Add +617.6% 194,924 $19.4M
Royal London Asset Management Ltd. 0.04% Reduce -2.0% 193,075 $19.2M
Bluefin Capital Management, LLC 5.53% Reduce -31.2% 189,460 $18.9M
Hel Ved Capital Management Ltd 2.60% Reduce -10.8% 185,720 $18.5M
CI Investments Inc. 0.06% Add +237.2% 185,534 $18.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.13% Add +0.2% 178,017 $17.7M
New York State Common Retirement Fund 0.02% New 174,400 $17.4M
Ardmore Road Asset Management LP 1.01% Reduce -50.6% 173,493 $17.3M
Jupiter Topco LLC 0.01% — 171,165 $17.0M
Renaissance Capital LLC 9.27% Add +19.0% 168,892 $16.8M
EULAV Asset Management 0.53% Reduce -1.2% 166,000 $16.5M
Osaic Holdings, Inc. 0.02% Add +30.3% 157,756 $15.7M
Public Employees Retirement System of Ohio 0.05% Add +318563.3% 156,145 $15.5M
Stifel Financial Corp. 0.01% Add +89.8% 154,058 $15.3M
Two Seas Capital LP 0.58% New 153,139 $15.2M
Nomura Holdings Inc. 0.06% New 150,948 $15.0M
Treasurer of the State of North Carolina 0.04% New 148,160 $14.7M
Glynn Capital Management LLC 4.00% Add +42.7% 146,007 $14.5M
TIAA Wealth Investment Management LLC 0.10% New 145,557 $14.5M
Bienville Capital Management, LLC 2.08% Add +72.6% 145,183 $14.5M
Jones Financial Companies LLLP 0.01% Add +33.1% 149,241 $14.4M
State of Wisconsin Investment Board 0.03% Add +15.3% 141,042 $14.0M
Rafferty Asset Management, LLC 0.03% Add +863.7% 139,521 $13.9M
KLP Kapitalforvaltning As 0.04% Add +62.8% 137,400 $13.7M
Pictet Asset Management Holding SA 0.01% Add +58.8% 137,322 $13.7M
Rockefeller Capital Management L.P. 0.02% Add +53.4% 135,182 $13.5M
Vanguard Global Advisers, LLC 0.01% Add +8.7% 133,858 $13.3M
Susquehanna International Group, LLP 0.01% Reduce -91.0% 130,695 $13.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.7% 130,493 $13.0M
Focus Partners Wealth 0.01% Add +22.0% 130,409 $13.0M
Vanguard Investments Australia, Ltd. 0.03% Add +18.3% 129,906 $12.9M
Daiwa Securities Group Inc. 0.03% Add +194.2% 129,505 $12.9M
Talos Eurisko Asset Management LP 1.88% New 128,600 $12.8M
Danske Bank A/S 0.03% Add +30.2% 127,200 $12.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +894.5% 126,275 $12.5M
Mariner, LLC 0.01% Add +50.4% 122,471 $12.2M
Capstone Investment Advisors, LLC 0.11% Reduce -46.2% 122,219 $12.2M
Capital World Investors 0.00% Add +47.6% 120,808 $12.0M
GF Fund Management Co. LTD. 0.14% Add +215.2% 119,507 $11.9M
Commonwealth Equity Services, LLC 0.01% Reduce -1.1% 118,924 $11.8M
Russell Investments Group, Ltd. 0.01% Add +184.7% 118,572 $11.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +151.2% 116,556 $11.6M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +15.4% 110,486 $11.0M
Nissay Asset Management Corp. /Japan 0.05% Add +259.8% 109,284 $10.9M
Nomura Asset Management Co. Ltd. 0.02% Add +39.8% 107,887 $10.7M
PFG Investments, LLC 0.40% Add +53.2% 103,081 $10.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 102,831 $10.2M
Asset Management One Co., Ltd. 0.03% Add +15.2% 102,128 $10.2M
Ghisallo Capital Management LLC 0.24% No change 100,000 $10.0M
Eventide Asset Management, LLC 0.13% New 99,209 $9.9M
Virtu Financial LLC 0.31% Add +173.8% 97,219 $9.7M
Guggenheim Capital LLC 0.06% Add +1300.8% 96,737 $9.6M
Alliancebernstein L.P. 0.00% Add +451.7% 123,036 $9.5M
CIBC Asset Management Inc 0.02% Add +2503.3% 94,864 $9.4M
Compound Planning, Inc. 0.25% Add +7.5% 94,752 $9.4M
TD Asset Management Inc 0.01% Reduce -21.3% 93,716 $9.3M
Krane Funds Advisors LLC 0.32% Add +186.2% 91,146 $9.1M
Capstone Capital Management Ltd 4.00% Add +397.4% 89,780 $8.9M
Lord, Abbett & Co. LLC 0.03% New 88,976 $8.9M
State of New Jersey Common Pension Fund D 0.03% Add +9.1% 87,863 $8.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +56.0% 87,800 $8.7M
XTX Topco Ltd 0.11% Add +2235.2% 87,663 $8.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.05% Add +212.1% 87,091 $8.7M
Storebrand Asset Management As 0.02% Add +48.1% 85,468 $8.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +6.5% 84,164 $8.4M
Lansforsakringar Fondforvaltning AB (publ) 0.04% New 81,411 $8.1M
Entropy Technologies, LP 0.32% New 80,277 $8.0M
Quadrant Private Wealth Management, LLC 1.78% Add +2.5% 79,731 $7.9M
TCW Group Inc. 0.05% Add +1.0% 79,152 $7.9M
Citadel Advisors 0.00% Reduce -94.0% 78,546 $7.8M
ARP Global Capital Ltd 3.40% New 77,759 $7.7M
Nykredit A/S 0.03% — 77,471 $7.7M
NewEdge Advisors, LLC 0.02% Add +30.7% 77,332 $7.7M
Pacer Advisors, Inc. 0.02% Add +1284850.0% 77,097 $7.7M
Arizona State Retirement System 0.04% Add +17.4% 75,475 $7.5M
Korea Investment CORP 0.01% Reduce -56.3% 75,330 $7.5M
D. E. Shaw & Co. 0.00% Reduce -86.9% 74,794 $7.4M
Equitable Holdings, Inc. 0.04% Add +18.0% 73,890 $7.4M
PNC Financial Services Group, Inc. 0.00% Add +36.0% 73,540 $7.3M
Fiduciary Financial Group, LLC 0.83% New 73,317 $7.3M
Xponance LLC 0.04% Add +400.3% 73,033 $7.3M
Envestnet Asset Management Inc. 0.00% Add +68.6% 71,795 $7.1M
IronBridge Private Wealth, LLC 2.34% Reduce -0.5% 71,562 $7.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -53.1% 71,129 $7.1M
Resona Asset Management Co.,Ltd. 0.03% Add +0.7% 71,256 $7.0M
AI-Squared Management Ltd 3.70% New 69,661 $6.9M
NFSG Corp 0.84% Reduce -3.4% 68,048 $6.8M
AG2R La Mondiale Gestion D'actifs 0.24% Add +204.2% 66,403 $6.6M
Janney Montgomery Scott LLC 0.01% Add +15.9% 65,466 $6.5M
Ensign Peak Advisors, Inc 0.01% Add +46.0% 65,020 $6.5M
Kestra Private Wealth Services, LLC 0.07% Add +34.0% 64,417 $6.4M
TD Waterhouse Canada Inc. 0.02% Add +30.6% 73,470 $6.3M
Voleon Capital Management LP 0.11% Add +66.1% 62,343 $6.2M
Worldquant Millennium Advisors LLC 0.02% New 61,864 $6.2M
Sei Investments Co. 0.01% Add +2023.4% 60,836 $6.1M
Teacher Retirement System of Texas 0.02% Add +44.2% 60,254 $6.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +73.2% 67,366 $6.0M
IFM Investors Pty Ltd 0.04% Add +26.8% 59,672 $5.9M
Ieq Capital, LLC 0.03% Add +1248.0% 59,313 $5.9M
DNB Asset Management AS 0.02% Add +14.0% 57,897 $5.8M
Summit Trail Advisors, LLC 0.07% New 57,873 $5.8M
HighTower Advisors, LLC 0.01% Reduce -2.3% 57,743 $5.7M
SEB Asset Management AB 0.02% Add +15.9% 55,935 $5.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +23.3% 55,712 $5.5M
Vestmark Advisory Solutions, Inc. 0.05% Add +0.3% 54,019 $5.4M
Pinebridge Investments LLC 0.04% Add +591.2% 53,409 $5.3M
Advisory Services Network, LLC 0.06% Reduce -22.4% 53,355 $5.3M
Swedbank AB 0.00% Add +293.2% 52,992 $5.3M
Utah Retirement Systems 0.05% Add +62.8% 52,808 $5.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -41.6% 53,396 $5.2M
Shellback Capital, LP 0.46% New 52,297 $5.2M
iA Global Asset Management Inc. 0.06% New 52,210 $5.2M
Captrust Financial Advisors 0.01% Add +38.8% 52,044 $5.2M
Police & Firemen's Retirement System of New Jersey 0.04% New 52,031 $5.2M
Leonteq Securities AG 0.30% Reduce -70.0% 50,950 $5.1M
Alden Global Capital LLC 1.86% New 50,900 $5.1M
EFG International AG 0.09% Add +2.5% 50,479 $5.0M
Vident Advisory, LLC 0.04% Add +19.3% 50,190 $5.0M
Alight Capital Management LP 0.81% New 50,000 $5.0M
Gryphon Financial Partners LLC 0.44% No change 49,704 $4.9M
Vontobel Holding Ltd. 0.02% Reduce -42.8% 49,462 $4.9M
Foundations Investment Advisors, LLC 0.05% Add +18.0% 49,359 $4.9M
Gunderson Capital Management LLC 1.31% Add +11.9% 48,900 $4.9M
WCG Wealth Advisors LLC 0.11% New 48,655 $4.8M
Rakuten Investment Management, Inc. 0.01% Add +321.5% 50,567 $4.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +81.7% 47,833 $4.8M
Cibc World Market Inc. 0.01% Add +48.2% 47,818 $4.8M
RFG Advisory, LLC 0.07% Add +2.5% 47,438 $4.7M
Kestra Advisory Services, LLC 0.02% Reduce -0.8% 47,182 $4.7M
Allianz Asset Management GmbH 0.00% New 46,958 $4.7M
Brevan Howard Capital Management LP 0.07% Reduce -63.4% 46,400 $4.6M
Truist Financial Corp. 0.01% Add +54.0% 46,321 $4.6M
Shelton Capital Management 0.08% New 45,344 $4.5M
Stratos Wealth Partners, LTD. 0.05% Reduce -5.1% 44,820 $4.5M
Wealth Management Partners, LLC 1.05% Add +37.9% 44,732 $4.5M
Private Advisor Group, LLC 0.02% Reduce -8.6% 44,132 $4.4M
Liontrust Investment Partners LLP 0.06% Reduce -65.6% 43,900 $4.4M
Royal Fund Management, LLC 0.35% New 42,000 $4.2M
International Assets Investment Management, LLC 0.25% Add +18.7% 48,668 $4.2M
Ahara Advisors LLC 2.81% Reduce -1.2% 41,768 $4.2M
GAMCO Investors 0.04% Add +0.5% 40,759 $4.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +26.0% 40,736 $4.1M
ExodusPoint Capital Management, LP 0.04% Add +29.3% 40,188 $4.0M
Polymer Capital Management (US) LLC 0.59% Reduce -25.6% 40,000 $4.0M
HB Wealth Management, LLC 0.02% New 39,599 $3.9M
&partners 0.02% Reduce -35.8% 39,078 $3.9M
Creative Planning 0.00% Reduce -41.1% 39,162 $3.9M
SBI Securities Co., Ltd. 0.09% Reduce -10.4% 39,031 $3.9M
Profund Advisors LLC 0.11% Add +398.2% 38,634 $3.8M
Natixis Advisors, LLC 0.00% New 38,478 $3.8M
Robeco Institutional Asset Management B.V. 0.00% Reduce -42.0% 37,843 $3.8M
Gabelli Funds LLC 0.02% Add +0.5% 37,490 $3.7M
Cerity Partners LLC 0.00% Add +88.9% 37,134 $3.7M
Holocene Advisors, LP 0.01% New 36,976 $3.7M
Oak Ridge Investments LLC 0.21% Add +0.1% 36,623 $3.6M
Engineers Gate Manager LP 0.05% Add +42.9% 36,570 $3.6M
Intercapital, LLC 1.59% New 36,500 $3.6M
National Bank of Canada 0.00% Add +75.4% 36,338 $3.6M
Baader Bank Aktiengesellschaft 0.29% New 35,847 $3.6M
Carroll Investors, Inc 1.52% Add +53.2% 35,876 $3.6M
Independent Financial Group, LLC 0.07% Add +58.8% 35,725 $3.6M
Independent Solutions Wealth Management, LLC 0.46% Reduce -2.1% 35,472 $3.5M
Warm Springs Advisors Inc. 2.41% No change 35,000 $3.5M
Jefferies Financial Group Inc. 0.03% Reduce -51.3% 34,658 $3.4M
Crumly & Associates Inc. 0.66% Add +0.6% 34,452 $3.4M
Arkadios Wealth Advisors 0.05% Add +17.2% 34,373 $3.4M
Elo Mutual Pension Insurance Co 0.04% New 34,226 $3.4M
Wealthfront Advisers LLC 0.01% Add +80.6% 34,139 $3.4M
Arax Advisory Partners 0.02% Add +627.0% 34,026 $3.4M
Agp Franklin, LLC 1.45% Add +4.1% 33,622 $3.3M
Blair William & Co. 0.01% Add +58.3% 33,483 $3.3M
Harvest Fund Management Co., Ltd 0.11% New 33,264 $3.3M
180 Wealth Advisors, LLC 0.33% Add +1.4% 33,137 $3.3M
Ameritas Advisory Services, LLC 0.07% Add +860.6% 33,082 $3.3M
Swiss Life Asset Management Ltd 0.01% Add +21.6% 32,759 $3.3M
Public Employees Retirement Association of Colorado 0.01% Add +2.9% 32,285 $3.2M
Compass Financial Management LLC 0.38% — 32,039 $3.1M
OP Asset Management Ltd 0.03% Add +29.2% 30,799 $3.1M
Purkiss Capital Advisors LLC 1.17% Reduce -17.7% 30,786 $3.1M
MML Investors Services, LLC 0.01% Reduce -23.6% 30,513 $3.0M
Lake Street Private Wealth, LLC 0.35% Add +620.3% 30,468 $3.0M
J. Safra Sarasin Holding AG 0.04% New 30,346 $3.0M
Principle Wealth Partners LLC 0.15% Add +32.1% 29,950 $3.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +12.5% 29,483 $2.9M
Nordea Investment Management AB 0.00% Add +21.2% 30,229 $2.9M
Louisiana State Employees Retirement System 0.04% New 28,800 $2.9M
Prospera Financial Services Inc 0.04% Reduce -25.5% 28,527 $2.8M
Ritholtz Wealth Management 0.04% Add +0.8% 28,126 $2.8M
Z3 Capital Partners, LLC 0.59% Add +11.1% 28,080 $2.8M
Cresset Asset Management, LLC 0.01% Add +2.0% 27,538 $2.7M
Empowered Funds, LLC 0.01% Add +272.3% 26,995 $2.7M
Freestone Grove Partners LP 0.02% New 26,495 $2.6M
Herbst Group, LLC 1.43% Reduce -24.9% 26,430 $2.6M
Concurrent Investment Advisors, LLC 0.02% Reduce -26.4% 26,239 $2.6M
Sanctuary Advisors, LLC 0.01% Add +36.8% 26,204 $2.6M
EP Wealth Advisors, LLC 0.01% Add +898.9% 26,091 $2.6M
Allstate Corp. 0.03% Reduce -9.1% 26,011 $2.6M
KBC Group NV 0.01% Add +28.3% 25,917 $2.6M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 25,802 $2.6M
Thoroughbred Financial Services, LLC 0.12% Add +8.0% 25,675 $2.6M
Financial Sense Advisors, Inc. 0.56% New 25,644 $2.6M
Franklin Resources Inc. 0.00% Add +33.2% 25,569 $2.5M
Kornitzer Capital Management Inc. 0.05% New 25,385 $2.5M
Amalgamated Bank 0.02% New 25,216 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Add +24.6% 24,590 $2.4M
Mackenzie Financial Corp. 0.00% Add +25.7% 24,587 $2.4M
Optiver Holding B.V. 0.03% New 23,949 $2.4M
Prudential PLC 0.02% New 23,764 $2.4M
Lighthouse Financial LLC 1.23% Add +31.8% 23,753 $2.4M
Manufacturers Life Insurance Company, The 0.00% Add +7.0% 23,616 $2.4M
BW Gestao de Investimentos Ltda. 0.06% Reduce -79.2% 23,446 $2.3M
FirstWave Capital Management LLC 1.03% New 23,373 $2.3M
Gulf International Bank (UK) Ltd 0.05% Add +27.1% 23,207 $2.3M
Centaurus Financial, Inc. 0.09% Add +11.9% 23,113 $2.3M
Banque Cantonale Vaudoise 0.10% Add +195.1% 23,063 $2.3M
MUFG Securities EMEA plc 0.02% New 22,655 $2.3M
AE Wealth Management LLC 0.01% Reduce -9.4% 22,634 $2.3M
Oppenheimer & Co. Inc. 0.02% Add +61.2% 22,518 $2.2M
Whitaker-Myers Wealth Managers, LTD. 0.37% New 22,298 $2.2M
Proactive Wealth Strategies LLC 0.36% Add +15.1% 22,272 $2.2M
Greenup Street Wealth Management LLC 0.27% Add +11.8% 22,139 $2.2M
Rakuten Securities, Inc. 0.51% Reduce -38.5% 22,102 $2.2M
Kovack Advisors, Inc. 0.11% Reduce -13.4% 22,864 $2.2M
QRG Capital Management, Inc. 0.02% Add +8.4% 21,810 $2.2M
RHS Financial, LLC 0.85% New 21,291 $2.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% Reduce -31.6% 21,241 $2.1M
CIBC Bancorp USA Inc. 0.00% Add +22.5% 21,091 $2.1M
GTS Securities LLC 0.04% Add +636.0% 21,085 $2.1M
Macquarie Group Ltd. 0.01% Add +392.4% 20,851 $2.1M
Castle Rock Wealth Management, LLC 0.41% Reduce -3.6% 24,119 $2.1M
Quantinno Capital Management LP 0.00% Add +120.8% 20,747 $2.1M
Stephens Inc. 0.02% Add +2.6% 20,508 $2.0M
Fideuram Asset Management (Ireland) dac 0.04% New 17,084 $2.0M
Integrated Wealth Concepts LLC 0.01% Reduce -19.7% 19,916 $2.0M
Flow Traders U.S. LLC 0.08% Add +36.7% 19,614 $2.0M
MetLife Investment Management, LLC 0.01% New 19,338 $1.9M
AlphaCore Capital LLC 0.04% Reduce -11.6% 19,299 $1.9M
Saudi Central Bank 0.02% Add +119.9% 19,040 $1.9M
Uniting Wealth Partners, LLC 0.38% Add +45.2% 18,591 $1.9M
Inspire Investing, LLC 0.08% New 18,525 $1.8M
Advisors Asset Management, Inc. 0.03% Add +115.6% 18,473 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 18,417 $1.8M
Stance Capital LLC 0.55% New 18,242 $1.8M
Maryland State Retirement & Pension System 0.03% New 18,199 $1.8M
Kingsview Wealth Management, LLC 0.02% Add +35.1% 18,039 $1.8M
MYDA Advisors LLC 0.44% New 18,000 $1.8M
Mercer Global Advisors Inc. 0.00% Add +224.0% 17,893 $1.8M
Amitell Capital Pte Ltd 1.58% New 17,313 $1.7M
Flagship Harbor Advisors, LLC 0.07% New 17,221 $1.7M
Wellington Management Group LLP 0.00% Add +67.1% 17,183 $1.7M
Norinchukin Bank, The 0.02% New 17,158 $1.7M
SIH Partners, LLLP 0.07% New 17,101 $1.7M
Candriam S.C.A. 0.01% Add +16.8% 16,629 $1.7M
Hudson Bay Capital Management LP 0.01% Reduce -75.7% 16,485 $1.6M
Group One Trading LLC 0.05% Reduce -74.8% 16,445 $1.6M
J.W. Cole Advisors, Inc. 0.03% Add +36.0% 16,401 $1.6M
Avanda Investment Management Pte. Ltd. 2.20% New 16,400 $1.6M
Van Eck Associates Corp. 0.00% New 16,382 $1.6M
Ameritas Investment Partners, Inc. 0.04% New 16,232 $1.6M
Farther Finance Advisors, LLC 0.01% Reduce -0.1% 16,204 $1.6M
Sovran Advisors, LLC 0.12% Reduce -65.7% 23,883 $1.6M
Meridian Wealth Management, LLC 0.05% Add +32.5% 16,040 $1.6M
Dark Forest Capital Management LP 0.10% Add +322.3% 15,882 $1.6M
E Fund Management Co., Ltd. 0.04% New 15,682 $1.6M
Lazard Asset Management LLC 0.00% Add +12.8% 15,574 $1.6M
Schroder Investment Management Group 0.00% Add +52.9% 15,330 $1.5M
RFG Holdings, Inc. 0.32% Add +6.5% 15,179 $1.5M
Praxis Investment Management Inc. 0.08% Add +54.9% 15,138 $1.5M
BNP Paribas 0.04% New 15,630 $1.5M
PKO Investment Management Joint-Stock Co 0.11% New 15,000 $1.5M
Eurizon Capital SGR S.p.A. 0.00% Add +186.6% 14,884 $1.5M
Abn Amro Investment Solutions 0.01% Add +36.2% 14,582 $1.5M
Elevation Advisory Partners LLC 1.47% Add +55.9% 19,693 $1.4M
United Advisor Group, LLC 0.15% Reduce -6.7% 14,284 $1.4M
Aberdeen Group plc 0.00% Add +22.7% 14,145 $1.4M
Sigma Planning Corp 0.04% Add +17.8% 14,141 $1.4M
Lombard Odier Asset Management (Switzerland) SA 0.04% Add +114.5% 13,809 $1.4M
Matauro, LLC 0.18% Reduce -0.5% 13,768 $1.4M
IKE Capital, LLC 0.72% Add +98.6% 13,690 $1.4M
MAI Capital Management 0.01% Add +119.2% 13,513 $1.3M
China Universal Asset Management Co., Ltd. 0.08% New 13,477 $1.3M
Corient Private Wealth LP 0.00% Add +24.8% 13,252 $1.3M
Victory Financial Group, LLC 0.14% New 13,236 $1.3M
Morse Asset Management, Inc 0.22% Reduce -1.1% 13,191 $1.3M
Acadian Asset Management LLC 0.00% New 13,158 $1.3M
Benjamin Edwards Inc. 0.01% Add +10.0% 12,960 $1.3M
Axxcess Wealth Management, LLC 0.02% Add +1.4% 12,909 $1.3M
Wolverine Asset Management LLC 0.07% Add +3.5% 12,858 $1.3M
Twin Tree Management, LP 0.20% New 12,836 $1.3M
Brown Advisory Inc. 0.00% Add +15.6% 12,794 $1.3M
Means Investment Co., Inc. 0.10% Add +10.7% 12,719 $1.3M
Bosman Wealth Management, LLC 0.78% Reduce -37.7% 12,708 $1.3M
Citizens Financial Group Inc. 0.01% Add +2.5% 12,384 $1.2M
Sig Brokerage, LP 0.19% Reduce -37.5% 12,244 $1.2M
Readystate Asset Management LP 0.08% New 12,117 $1.2M
Prime Capital Investment Advisors, LLC 0.01% Add +27.8% 12,067 $1.2M
OMERS ADMINISTRATION Corp 0.01% New 12,000 $1.2M
SlateStone Wealth, LLC 0.09% New 12,000 $1.2M
Mizuho Markets Americas LLC 0.02% New 11,930 $1.2M
Floyd Financial Group LLC 0.78% Reduce -12.2% 14,854 $1.2M
Triumph Capital Management 0.21% Add +119.4% 11,868 $1.2M
Banco Santander, S.A. 0.01% New 11,851 $1.2M
Modus Advisors, LLC 0.29% Add +233.2% 11,774 $1.2M
Allworth Financial LP 0.01% Add +16.7% 11,740 $1.2M
Level Four Advisory Services, LLC 0.03% Reduce -8.0% 11,693 $1.2M
Meadowbrook Wealth Management, LLC 1.23% Reduce -1.4% 13,282 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +38.9% 11,396 $1.1M
Pathstone Holdings, LLC 0.00% Add +32.7% 11,336 $1.1M
Unifi Asset Management LP 0.79% Reduce -70.4% 11,242 $1.1M
Teamwork Financial Advisors, LLC 0.10% New 11,085 $1.1M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -56.3% 11,541 $1.1M
Sowell Financial Services LLC 0.04% Add +14.5% 11,022 $1.1M
Fortis Capital Advisors, LLC 0.12% New 10,919 $1.1M
Belpointe Asset Management LLC 0.04% New 10,919 $1.1M
Summit Securities Group LLC 0.21% No change 10,800 $1.1M
Focused Wealth Management, Inc 0.09% Add +4.5% 10,638 $1.1M
Generali Asset Management SPA SGR 0.02% New 10,628 $1.1M
Chicago Partners Investment Group LLC 0.02% New 12,772 $1.0M
Prevail Innovative Wealth Advisors, LLC 0.15% New 10,354 $1.0M
North Dakota State Investment Board 0.04% New 10,257 $1.0M
Exchange Traded Concepts, LLC 0.01% Add +31.1% 10,208 $1.0M
Calamos Advisors LLC 0.01% No change 10,000 $995K
RD Finance Ltd 0.98% New 10,000 $995K
Diker Management LLC 0.77% No change 10,000 $995K
Mgo One Seven LLC 0.02% Add +50.1% 9,977 $993K
Merit Financial Group, LLC 0.01% Add +60.9% 9,775 $973K
NLB Skladi, upravljanje premozenja, d.o.o. 0.04% New 9,769 $972K
Snowden Capital Advisors LLC 0.02% Add +194.3% 9,735 $969K
Patten Group, Inc. 0.15% New 9,496 $945K
Osmosis Investment Management UK Ltd 0.04% Reduce -48.5% 9,463 $942K
United Capital Financial Advisors, LLC 0.01% Add +8.5% 9,444 $940K
Daiichi Life Insurance Co., Ltd. 0.02% New 9,422 $938K
SteelPeak Wealth, LLC 0.02% Add +101.3% 9,385 $934K
Milestone Asset Management, LLC 0.15% Add +81.4% 9,308 $927K
Fortis Group Advisors, LLC 0.15% Add +304.7% 9,305 $926K
Principal Securities, Inc. 0.01% Add +29.8% 9,257 $921K
IFP Advisors, Inc 0.02% Add +14.1% 9,149 $911K
RiverPark Advisors, LLC 0.45% Reduce -18.3% 9,131 $909K
Elevation Point Wealth Partners, LLC 0.02% Add +5.5% 9,041 $900K
HUB Investment Partners, LLC 0.02% Add +1.8% 9,029 $899K
Clearwave Capital, LLC 0.49% No change 8,987 $895K
IHT Wealth Management, LLC 0.02% Add +7.6% 8,790 $875K
Family Office Research LLC 0.32% No change 8,654 $861K
STRS Ohio 0.00% New 8,611 $857K
Harbour Investments, Inc. 0.01% Reduce -2.9% 8,565 $853K
Prelude Capital Management, LLC 0.06% Reduce -35.6% 8,524 $848K
May Hill Capital, LLC 0.18% Reduce -23.2% 8,514 $847K
Monetta Financial Services Inc. 0.57% New 8,500 $846K
ABS Investment Management LLC 0.53% — 199 $836K
Insigneo Advisory Services, LLC 0.03% Add +58.9% 8,397 $836K
B & T Capital Management DBA Alpha Capital Management 0.11% Reduce -29.2% 8,371 $833K
Venture Visionary Partners LLC 0.02% New 8,297 $826K
Schonfeld Strategic Advisors LLC 0.00% Reduce -91.3% 8,214 $818K
Traynor Capital Management, Inc. 0.04% Add +0.4% 8,168 $813K
EverSource Wealth Advisors, LLC 0.03% Add +513.1% 8,093 $806K
SS&H Financial Advisors, Inc. 0.20% — 8,050 $801K
Verition Fund Management LLC 0.01% New 7,985 $795K
Kingswood Wealth Advisors, LLC 0.03% Reduce -44.4% 7,909 $787K
Brighton Jones LLC 0.01% New 7,903 $787K
Dimension Capital Management LLC 0.09% New 7,822 $779K
UniSuper Management Pty Ltd 0.00% Add +107.3% 7,671 $764K
HighPoint Advisor Group LLC 0.03% Add +55.3% 7,664 $763K
Tradition Wealth Management, LLC 0.05% Add +10.6% 7,557 $752K
Tower Research Capital LLC (TRC) 0.02% Add +899.9% 7,509 $747K
Howard Financial Services, LTD. 0.07% No change 7,500 $747K
ICICI Prudential Asset Management Co Ltd 0.08% New 7,401 $737K
Prudential Financial Inc. 0.00% New 7,315 $728K
Magnus Financial Group LLC 0.05% Add +13.9% 7,307 $727K
NewEdge Wealth, LLC 0.01% Add +2.6% 7,287 $725K
B. Metzler seel. Sohn & Co. AG 0.01% Add +36.1% 7,285 $725K
VestGen Advisors, LLC 0.02% Add +13.3% 7,249 $722K
Scotia Capital Inc. 0.00% Reduce -69.2% 7,232 $720K
Gsa Capital Partners LLP 0.05% New 7,220 $719K
Buckland Partners Management Co LLC 0.35% Add +7.5% 7,200 $717K
Apollon Wealth Management, LLC 0.01% Add +29.9% 7,150 $712K
Intech Investment Management LLC 0.01% Add +51.9% 7,143 $711K
Sfmg, LLC 0.04% Add +0.9% 7,141 $711K
Themes Management Co LLC 0.47% Reduce -25.3% 7,071 $704K
E. Ohman J:or Asset Management AB 0.02% Add +48.5% 7,040 $701K
Lido Advisors, LLC 0.00% Add +21.1% 6,983 $695K
Capula Management Ltd 0.00% Reduce -85.7% 6,979 $695K
Spartan Wealth Advisory Services LLC 0.06% Add +74.3% 6,965 $693K
Parallel Advisors, LLC 0.01% Add +190.1% 6,788 $676K
Lighthouse Investment Partners, LLC 0.02% New 6,744 $671K
Independent Advisor Alliance 0.02% Reduce -55.5% 6,717 $669K
Concentric Capital Strategies, LP 0.04% New 6,642 $661K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.3% 6,609 $658K
Brookstone Capital Management 0.01% Add +54.5% 6,540 $651K
Rockline Wealth Management, LLC 0.12% Reduce -37.4% 6,521 $649K
Wealthspire Advisors, LLC 0.00% New 6,474 $644K
Whitford Management LLC 0.57% Add +24.0% 6,447 $642K
Hudock, Inc. 0.08% Reduce -7.6% 6,445 $642K
Jamison Private Wealth Management, Inc. 0.07% Add +35.0% 6,424 $639K
Titleist Asset Management, LLC 0.04% Add +45.7% 6,403 $637K
Ionic Capital Management LLC 0.68% Reduce -5.0% 6,370 $634K
Signature Wealth Management Partners, LLC 0.29% Add +2.7% 6,207 $618K
Yarbrough Capital, LLC 0.02% No change 6,190 $616K
Vise Technologies, Inc. 0.01% Add +36.6% 6,161 $613K
Laurion Capital Management LP 0.05% Reduce -38.9% 6,100 $607K
Symmetry Investments LP 0.07% New 6,093 $606K
US Bancorp \de 0.00% Add +52.6% 6,067 $604K
Cane Capital Partners, LLC 0.24% Add +5.2% 6,034 $601K
Platform Technology Partners 0.10% Reduce -26.1% 6,004 $598K
Clear Creek Financial Management, LLC 0.04% Add +11.7% 5,963 $594K
Great Valley Advisor Group, Inc. 0.01% Add +48.5% 5,933 $591K
Global Assets Advisory, LLC 0.13% Reduce -7.2% 6,700 $585K
SLT Holdings LLC 0.37% Add +5.4% 5,850 $582K
Alessandra Capital Management, LLC 0.41% Add +1.4% 5,828 $580K
Alpine Global Management, LLC 0.10% New 5,816 $579K
Garden State Investment Advisory Services LLC 0.11% Reduce -39.8% 5,670 $564K
TrueWealth Advisors, LLC 0.13% New 5,657 $563K
Pine Valley Investments Ltd Liability Co 0.02% Add +4.7% 5,629 $560K
Moors & Cabot, Inc. 0.02% Add +19.6% 5,553 $553K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% Add +3.3% 5,545 $552K
Fidelis Capital Partners, LLC 0.03% Add +82.8% 5,496 $547K
Viawealth, LLC 0.27% Reduce -2.5% 5,420 $540K
AlTi Global, Inc. 0.01% New 5,415 $539K
Waverly Advisors, LLC 0.00% New 5,341 $532K
Azzad Asset Management Inc. 0.05% Add +6.3% 5,336 $531K
Capital Advisors Wealth Management, LLC 0.06% Add +10.6% 5,321 $530K
Diversify Advisory Services, LLC 0.01% New 7,461 $528K
Diversify Wealth Management, LLC 0.01% Reduce -60.7% 7,461 $528K
Fielder Capital Group LLC 0.11% Reduce -53.0% 5,289 $526K
Visionary Wealth Advisors 0.02% Reduce -3.5% 5,227 $520K
Piar LLC 0.32% Add +66.2% 5,220 $520K
Cardinal Point Capital Management ULC 0.03% No change 5,200 $518K
HHM Wealth Advisors, LLC 0.05% No change 5,199 $518K
Tactive Advisors, LLC 0.13% Reduce -7.0% 5,189 $517K
Alps Advisors Inc. 0.00% New 5,187 $516K
Mutual Advisors, LLC 0.01% Add +44.0% 5,160 $514K
Savvy Advisors, Inc. 0.01% Add +45.5% 5,132 $511K
VARCOV Co. 0.19% New 5,124 $510K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 5,091 $507K
AXS Investments LLC 0.14% New 5,056 $503K
Mariner Investment Group LLC 0.19% New 5,000 $498K
Red Reef Advisors LLC 0.46% Add +12.5% 4,988 $497K
Strait & Sound Wealth Management LLC 0.17% Reduce -9.5% 4,969 $495K
Brown, Lisle/Cummings, Inc. 0.11% No change 4,885 $486K
Intrua Financial, LLC 0.05% Add +5.4% 4,882 $486K
Ausdal Financial Partners, Inc. 0.02% Reduce -5.0% 4,806 $478K
Vestcor Inc 0.01% No change 4,797 $477K
Gladstone Institutional Advisory LLC 0.01% Reduce -1.6% 4,725 $470K
Cladis Investment Advisory, LLC 0.22% Add +68.6% 4,720 $470K
M&T Bank Corp 0.00% New 4,699 $468K
AlphaStar Capital Management, LLC 0.03% New 4,653 $463K
Savant Capital, LLC 0.00% New 4,907 $456K
MBL Wealth, LLC 0.03% Add +1.7% 4,576 $455K
Quantbot Technologies LP 0.02% Add +140.2% 4,551 $453K
Huntleigh Advisors, Inc. 0.06% Add +4.6% 4,543 $452K
Interchange Capital Partners, LLC 0.09% New 4,541 $452K
Choreo, LLC 0.00% New 4,517 $450K
PKS Advisory Services, LLC 0.07% New 4,461 $444K
Aventura Private Wealth, LLC 0.14% Reduce -1.7% 4,452 $443K
Nisa Investment Advisors, LLC 0.00% Add +79.8% 4,310 $429K
Dynamic Advisor Solutions LLC 0.01% Reduce -10.0% 4,280 $426K
Focus Partners Advisor Solutions, LLC 0.00% New 4,252 $423K
Altshuler Shaham Ltd 0.01% Add +83980.0% 4,204 $418K
Cyndeo Wealth Partners, LLC 0.02% Add +2.5% 4,202 $418K
Csenge Advisory Group 0.02% Add +41.1% 4,186 $417K
Wealth Effects LLC 0.11% Add +56.4% 4,160 $414K
Sequoia Financial Advisors, LLC 0.00% Add +3.6% 4,128 $411K
Pathway Wealth Management LLC 0.29% Add +14.6% 4,118 $410K
Snider Financial Group 0.10% New 4,110 $409K
Park Avenue Securities LLC 0.00% Add +38.1% 4,092 $407K
Americana Partners, LLC 0.01% New 4,082 $406K
Yousif Capital Management, LLC 0.00% New 4,077 $406K
Pursue Wealth Partners LLC 0.23% No change 4,061 $404K
T3 Companies, LLC 0.47% New 4,054 $404K
Activest Wealth Management 0.08% Add +30.2% 4,004 $399K
Harbor Advisors LLC 0.05% No change 4,000 $398K
Zuckerman Investment Group, LLC 0.03% No change 4,000 $398K
Westside Investment Management, Inc. 0.05% Add +21.3% 3,990 $397K
Baird Financial Group, Inc. 0.00% New 3,985 $397K
Evolution Wealth Advisors, LLC 0.05% Add +48.5% 3,980 $396K
Strategies Wealth Advisors, LLC 0.04% Add +11.2% 3,979 $396K
Siemens Fonds Invest GmbH 0.02% Add +16.9% 3,975 $396K
Strengthening Families & Communities, LLC 0.09% No change 3,955 $394K
Creative Financial Designs Inc. 0.02% Add +23.9% 3,921 $390K
State of Michigan Retirement System 0.00% New 3,914 $390K
Cornerstone Wealth Management, LLC 0.02% Reduce -1.0% 3,848 $383K
Aptus Capital Advisors, LLC 0.00% Reduce -94.5% 3,845 $383K
Stiles Financial Services Inc 0.10% Add +27.8% 3,840 $382K
Edmond DE Rothschild Holding S.A. 0.01% Add +86.0% 3,840 $382K
Keystone Wealth Services, LLC 0.07% Add +8.8% 3,834 $382K
Global Retirement Partners, LLC 0.01% — 3,821 $380K
World Investment Advisors 0.01% Reduce -20.0% 4,890 $379K
Envestnet Portfolio Solutions, Inc. 0.00% New 3,796 $378K
Clare Market Investments LLC 0.07% Reduce -11.3% 3,795 $378K
Caprock Group, LLC 0.01% New 3,780 $376K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,057 $371K
Fifth Third Wealth Advisors LLC 0.01% New 3,722 $370K
Millennium Management 0.00% Reduce -99.6% 3,673 $366K
DAVENPORT & Co LLC 0.00% New 3,649 $363K
D.A. Davidson & Co. 0.00% Reduce -27.3% 3,645 $363K
Forefront Wealth Partners, LLC 0.11% Add +25.2% 3,627 $361K
Fusion Capital, LLC 0.08% No change 3,627 $361K
CoreCap Advisors, LLC 0.01% Add +65.8% 3,610 $359K
Avior Wealth Management, LLC 0.01% Reduce -4.7% 3,610 $359K
Fifth Third Bancorp 0.00% Reduce -21.5% 3,602 $359K
Evercore Wealth Management, LLC 0.01% No change 3,600 $358K
White Knight Strategic Wealth Advisors, LLC 0.25% Add +7.1% 3,565 $355K
Colonial Trust Advisors 0.02% Add +0.8% 3,550 $353K
Chesapeake Asset Management LLC 0.27% Add +11.0% 4,698 $353K
Mutual of America Capital Management LLC 0.00% New 3,541 $352K
Kapstone Financial Advisors LLC 0.15% Add +1.4% 3,535 $352K
Balboa Wealth Partners 0.05% Add +13.1% 3,535 $352K
Baker Avenue Asset Management, LP 0.01% Add +33.4% 3,493 $348K
Mission Wealth Management, LP 0.00% New 3,435 $342K
Itau Unibanco Holding S.A. 0.01% Reduce -88.1% 3,420 $340K
CRA Financial Services, LLC 0.04% Add +10.9% 3,411 $340K
Spirit of America Management Corp. 0.06% No change 3,400 $338K
Perennial Investment Advisors, LLC 0.02% New 3,362 $335K
Mirova 0.01% New 3,350 $333K
Krilogy Financial LLC 0.01% New 3,339 $332K
Walser Wealth Management Company, A Ltd Liability Co 0.14% New 3,299 $328K
M.E. Allison & Co., Inc. 0.18% No change 3,210 $320K
Cypress Wealth Services, LLC 0.04% New 3,204 $319K
Watershed Private Wealth LLC 0.09% Add +18.5% 3,200 $319K
Private Advisory Group LLC 0.02% Reduce -38.3% 3,166 $315K
Shikiar Asset Management Inc. 0.09% No change 3,150 $314K
Capital Investment Advisory Services, LLC 0.02% Add +4.8% 3,153 $314K
Cigna Investments Inc. 0.04% New 3,150 $313K
Marietta Wealth Management, LLC 0.03% No change 3,118 $310K
Quantum Private Wealth, LLC 0.08% No change 3,100 $309K
McMillan Office, Inc. 0.04% No change 3,100 $309K
Advisor OS, LLC 0.02% Reduce -0.3% 3,094 $308K
Authentikos Wealth Advisory, LLC 0.20% Reduce -1.4% 3,087 $307K
Frank, Rimerman Advisors LLC 0.02% Add +3.8% 3,075 $306K
Alchemi Wealth, LLC 0.14% New 3,073 $306K
Florida Financial Advisors, LLC 0.05% New 3,069 $305K
L & S Advisors Inc 0.03% Reduce -39.4% 3,049 $303K
Markin Volterra Fund LP 1.02% New 3,027 $301K
Ostrum Asset Management 0.01% No change 3,023 $301K
Wealthcare Advisory Partners LLC 0.01% Reduce -21.7% 3,009 $300K
Moneco Advisors, LLC 0.02% Reduce -6.1% 3,006 $299K
Clarity Wealth Advisors, LLC 0.05% No change 3,000 $299K
Point72 Asset Management 0.00% Reduce -88.8% 3,000 $299K
Laird Norton Wetherby Trust Company, LLC 0.01% New 2,972 $296K
TigerOak Management, L.L.C. 0.08% New 2,959 $295K
Cooper Financial Group 0.02% Reduce -3.3% 2,919 $291K
Summit Financial, LLC 0.00% New 2,917 $290K
Wedbush Securities Inc. 0.01% Reduce -20.3% 2,908 $289K
Whitegate Investment Counselors, Inc. 0.08% New 2,865 $285K
NorthRock Partners, LLC 0.00% New 2,825 $281K
Impact Partnership Wealth, LLC 0.03% New 2,788 $278K
Fulcrum Asset Management LLP 0.03% New 2,881 $275K
Mindset Wealth Management, LLC 0.05% New 2,758 $275K
Larson Financial Group LLC 0.01% Add +196.1% 2,751 $274K
Financial Engines Advisors L.L.C. 0.00% Add +4.5% 2,738 $273K
Beacon Financial Group 0.02% New 2,731 $272K
Angeles Wealth Management, LLC 0.01% New 2,729 $272K
Meeder Advisory Services, Inc. 0.01% New 2,717 $270K
New York Life Investment Management LLC 0.00% Reduce -4.7% 2,693 $268K
Harvest Investment Services, LLC 0.04% Reduce -9.5% 2,687 $267K
Cannell & Spears LLC 0.00% Add +0.3% 2,669 $266K
Glenview Trust Co 0.00% New 2,660 $265K
ASR Vermogensbeheer N.V. 0.00% Reduce -79.2% 2,652 $264K
WealthPlan Investment Management, LLC 0.01% Reduce -4.4% 2,650 $264K
Mayflower Financial Advisors, LLC 0.02% New 2,626 $261K
Compagnie Lombard Odier SCmA 0.00% Add +262.1% 2,625 $261K
Dagco, Inc. 0.05% New 2,591 $258K
Bay Rivers Group 0.09% New 2,565 $255K
Ring Mountain Capital, LLC 0.11% New 2,558 $255K
William John Sempolinski 0.10% Reduce -10.5% 2,550 $254K
PSI Advisors, LLC 0.06% New 2,539 $253K
Money Concepts Capital Corp. 0.01% New 2,520 $251K
Howland Capital Management LLC 0.01% New 2,501 $249K
McAdam, LLC 0.01% New 2,500 $249K
Blue Trust, Inc. 0.00% Add +605.7% 2,491 $248K
Intrepid Financial Planning Group LLC 0.08% New 2,487 $248K
Conservest Capital Advisors, Inc. 0.02% New 2,487 $248K
Aljian Capital Management, LLC 0.05% Reduce -42.9% 2,469 $246K
OpenArc Corporate Advisory, LLC 0.00% New 2,457 $245K
Laidlaw Wealth Management LLC 0.70% New 2,455 $244K
Cherry Creek Investment Advisors, Inc. 0.10% New 2,442 $243K
Pallas Capital Advisors LLC 0.01% New 2,438 $243K
Haven Capital Group, Inc. 0.19% New 2,436 $242K
Forum Financial Management, LP 0.00% New 2,426 $241K
Daymark Wealth Partners, LLC 0.01% New 2,412 $240K
E Fund Management (Hong Kong) Co., Ltd. 0.08% New 2,406 $239K
Hedges Asset Management LLC 0.16% — 2,400 $239K
Nwam LLC 0.01% New 2,388 $238K
Jacksonville Wealth Management, LLC 0.13% New 2,381 $237K
McGuire Investment Group, LLC 0.02% New 2,375 $236K
AdvisorNet Financial, Inc 0.01% Reduce -13.6% 2,363 $235K
Dymon Asia Capital (singapore) Pte. LTD. 0.04% New 2,362 $235K
Rydar Equities, Inc. 0.13% New 2,971 $233K
Joseph P. Lucia & Associates, LLC 0.07% New 2,338 $233K
Dba Trading, LLC 0.12% No change 3,000 $232K
Narus Financial Partners, LLC 0.06% Reduce -41.4% 2,317 $231K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +22.3% 2,316 $230K
Huntington National Bank 0.00% Reduce -5.9% 2,308 $230K
Sterling Capital Management LLC 0.00% New 2,296 $229K
Delta Global Management LP 0.02% New 2,282 $227K
Noble Wealth Management PBC 0.10% No change 2,275 $226K
OneAscent Financial Services LLC 0.01% New 2,265 $225K
Evergreen Capital Management LLC 0.00% New 2,257 $225K
Almanack Investment Partners, LLC. 0.03% New 2,255 $224K
Ancora Advisors LLC 0.00% Reduce -19.9% 2,226 $222K
Verdence Capital Advisors LLC 0.01% Reduce -28.6% 2,221 $221K
Sutton Place Investors LLC 0.11% New 2,205 $219K
Catalyst Private Wealth, LLC 0.10% New 2,179 $217K
Highland Capital Management, LLC 0.01% New 2,165 $216K
QTR Family Wealth, LLC 0.07% New 2,161 $215K
Quadrature Capital Ltd 0.00% Reduce -25.6% 2,160 $215K
Presidio Capital Management, LLC 0.05% New 2,151 $214K
Rose Capital Advisors LLC 0.11% — 2,146 $214K
Gerber Kawasaki Wealth & Investment Management 0.01% New 2,143 $213K
Leigh Baldwin & Co., LLC 0.11% New 2,130 $212K
Waddell & Associates, LLC 0.01% New 2,111 $210K
Moneta Group Investment Advisors LLC 0.00% New 2,109 $210K
Crossmark Global Holdings, Inc. 0.00% New 2,108 $210K
Rathbones Group PLC 0.00% New 2,100 $209K
CMT Capital Markets Trading GmbH 0.11% New 2,102 $209K
Peapack Gladstone Financial Corp. 0.00% New 2,100 $209K
Aua Capital Management, LLC 0.10% New 2,098 $209K
Keeler Thomas Management LLC 0.07% New 2,097 $209K
NWK Group, Inc. 0.06% New 2,091 $208K
Soltis Investment Advisors LLC 0.01% New 2,075 $207K
Tripletail Wealth Management, LLC 0.24% Reduce -3.8% 2,525 $206K
Delta Investment Management, LLC 0.03% Reduce -25.5% 2,070 $206K
CreativeOne Wealth, LLC 0.00% Reduce -39.8% 2,040 $203K
Legacy Advisors, LLC 0.02% New 2,039 $203K
Integrity Alliance, Llc. 0.01% New 2,030 $202K
Boothbay Fund Management, LLC 0.00% New 2,025 $202K
Persistent Asset Partners Ltd 0.06% Reduce -30.8% 2,000 $199K
Hollencrest Capital Management 0.01% Reduce -68.9% 1,952 $194K
Nemes Rush Group LLC 0.02% Add +7.5% 1,845 $184K
SHP Wealth Management 0.01% Add +16.1% 1,803 $179K
SOA Wealth Advisors, LLC. 0.03% Add +103.4% 1,802 $179K
Osbon Capital Management LLC 0.14% Reduce -0.1% 1,793 $179K
Quantum Portfolio Management LLC 0.06% New 1,750 $174K
Marathon Trading Investment Management LLC 0.02% Reduce -72.9% 1,750 $174K
Atlantic Union Bankshares Corp 0.00% Reduce -18.2% 1,726 $172K
Golden State Wealth Management, LLC 0.01% Reduce -9.2% 1,639 $163K
FNY Investment Advisers, LLC 0.06% Add +6.5% 1,598 $159K
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.01% New 1,500 $149K
Cedar Mountain Advisors, LLC 0.02% No change 1,425 $142K
Bullock Wealth Management Group 0.06% Reduce -4.0% 1,629 $140K
Clearstead Advisors, LLC 0.00% Add +950.4% 1,376 $137K
LifeSteps Financial, Inc. 0.06% New 1,365 $136K
Toth Financial Advisory Corp. 0.01% Add +3.0% 1,355 $135K
Private Trust Co. NA 0.01% Add +285.7% 1,350 $134K
WPG Advisers, LLC 0.08% Add +16.3% 1,348 $134K
Seneschal Advisors, LLC 0.08% No change 1,246 $124K
Akuna Securities LLC 0.14% Add +13.1% 1,244 $124K
High Point Wealth Management, LLC 0.10% No change 1,235 $123K
Strategic Investment Solutions, Inc. 0.03% Add +22.0% 1,202 $120K
Operose Advisors LLC 0.02% New 1,169 $116K
Los Angeles Capital Management LLC 0.00% Reduce -26.0% 1,166 $116K
Vision Retirement, LLC 0.03% No change 1,152 $115K
Y.D. More Investments Ltd 0.00% New 1,136 $113K
BankPlus Trust Department 0.03% Reduce -17.2% 1,134 $113K
MidFirst Bank 0.01% No change 1,127 $112K
IFG Advisory, LLC 0.00% New 1,120 $111K
Ascentis Wealth Management, LLC 0.02% Add +112.8% 1,100 $109K
GAMMA Investing LLC 0.00% Add +1558.7% 1,045 $104K
Avalon Trust Co 0.01% Reduce -32.6% 1,034 $103K
Signature Equity Partners, LLC 0.05% Add +17.0% 1,012 $101K
Lanark Financial, Inc. 0.01% Add +226.4% 1,012 $101K
Southern Michigan Bank & Trust 0.04% Add +354.9% 1,010 $101K
PeakShares LLC 0.07% No change 1,000 $100K
Monetary Management Group Inc. 0.02% New 1,000 $100K
LRI Investments, LLC 0.01% Reduce -35.4% 1,000 $100K
Signaturefd, LLC 0.00% Add +34.2% 997 $99K
Intesa Sanpaolo S.p.A. 0.00% New 977 $97K
Purpose Unlimited Inc. 0.00% New 975 $97K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +253.7% 955 $95K
Elequin Capital, LP 0.02% Add +367.2% 953 $95K
Coastline Trust Co 0.01% No change 854 $85K
Hilton Head Capital Partners, LLC 0.04% Add +42.0% 838 $83K
Center for Financial Planning, Inc. 0.01% Add +59.3% 790 $79K
Fourth Dimension Wealth, LLC 0.02% Reduce -4.1% 767 $76K
Parkside Financial Bank & Trust 0.01% Add +26.3% 758 $75K
Valley National Advisers Inc. 0.01% No change 719 $72K
Bokf, NA 0.00% Add +9.0% 692 $69K
Bogart Wealth, LLC 0.00% Reduce -29.3% 665 $66K
MPWM Advisory Solutions, LLC 0.03% Reduce -34.7% 640 $64K
Meeder Asset Management Inc. 0.00% New 619 $62K
Elevation Wealth Partners, LLC 0.02% No change 614 $61K
MTM Investment Management, LLC 0.02% No change 611 $61K
Armstrong Advisory Group, Inc. 0.00% Add +8.0% 611 $61K
Consultiva Wealth Management, Corp. 0.13% Add +14.3% 600 $60K
McDonald Partners LLC 0.01% New 600 $60K
UMB Bank, n.a. 0.00% Add +31.8% 593 $59K
Spectrum Wealth Advisory Group, LLC 0.02% New 587 $58K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 584 $58K
Richard W. Paul & Associates, LLC 0.02% New 576 $57K
Holos Integrated Wealth LLC 0.02% No change 623 $52K
Continuum Advisory, LLC 0.00% New 522 $52K
Smithfield Trust Co 0.00% No change 500 $50K
Bessemer Group Inc. 0.00% Reduce -93.3% 500 $50K
Webster Bank, N. A. 0.00% No change 500 $50K
Clearstead Trust, LLC 0.01% No change 472 $47K
Physician Wealth Advisors, Inc. 0.01% Add +242.3% 469 $47K
Quaker Wealth Management, LLC 0.01% Add +22950.0% 461 $46K
Banque Transatlantique SA 0.00% New 460 $46K
Crewe Advisors LLC 0.00% Reduce -7.7% 429 $43K
Wellington-Altus USA Inc. 0.03% Add +256.0% 534 $41K
Gilpin Wealth Management, LLC 0.03% Reduce -7.8% 415 $41K
Intesa Sanpaolo Wealth Management 0.01% New 408 $41K
Peterson Wealth Services 0.01% No change 405 $40K
Bayforest Capital Ltd 0.04% New 404 $40K
BOCHK Asset Management Ltd 0.01% New 402 $40K
1015 Capital Partners, LLC 0.03% No change 400 $40K
Highline Wealth Partners LLC 0.01% Reduce -38.5% 400 $40K
Cassaday & Co Wealth Management LLC 0.00% Add +0.3% 400 $40K
Rossby Financial, LCC 0.01% Add +44.4% 390 $39K
Assetmark, Inc. 0.00% Add +82.8% 382 $38K
Chilton Capital Management LLC 0.00% No change 362 $36K
Allied Private Wealth LLC 0.02% — 400 $36K
Peterson Wealth Management 0.02% Add +61.1% 356 $35K
Burnham & Co LLC 0.03% — 325 $32K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 320 $32K
Rothschild Investment LLC 0.00% Add +210.7% 320 $32K
Imprint Wealth LLC 0.13% No change 317 $32K
CVA Family Office, LLC 0.00% Reduce -7.3% 306 $30K
Murphy & Mullick Capital Management Corp 0.02% Reduce -38.4% 305 $30K
Cornerstone Planning Group LLC 0.00% Add +6.1% 366 $30K
Raiffeisen Bank International AG 0.00% Add +40.5% 312 $30K
Essential Partners LLC 0.01% New 299 $30K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% New 265 $26K
Global Trust Asset Management, LLC 0.01% New 264 $26K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -22.4% 266 $26K
Benson Wealth Management INC 0.03% New 251 $25K
Advocate Investing Services LLC 0.02% Add +150.0% 250 $25K
Rialto Wealth Management, LLC 0.00% Add +18.5% 250 $25K
Pittenger & Anderson Inc. 0.00% Add +42.9% 250 $25K
Nova Wealth Management, Inc. 0.01% New 249 $25K
V-Square Quantitative Management LLC 0.00% Reduce -15.9% 244 $24K
Forum Finance Group S.A. 0.01% No change 300 $24K
TrinityBridge Ltd 0.00% Add +656.7% 227 $23K
Owl Creek Wealth Partners LLC 0.01% New 230 $23K
First Command Advisory Services, Inc. 0.00% Add +1252.9% 230 $23K
Lodestone Wealth Management LLC 0.01% Add +22.7% 227 $23K
SJS Investment Consulting Inc. 0.00% Add +44.0% 216 $22K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -65.0% 254 $21K
Markowski Investments 0.00% — 206 $21K
Archer Investment Corp 0.00% No change 206 $21K
KERR FINANCIAL PLANNING Corp 0.02% No change 200 $20K
Western Pacific Wealth Management, LP 0.02% No change 200 $20K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 200 $20K
Tower View Wealth Management LLC 0.01% No change 200 $20K
Caldwell Sutter Capital, Inc. 0.01% No change 200 $20K
Costello Asset Management, INC 0.01% Reduce -33.3% 200 $20K
Old Second National Bank of Aurora 0.00% No change 200 $20K
Caldwell Trust Co 0.00% No change 200 $20K
True Wealth Design, LLC 0.00% Add +1654.5% 193 $19K
GS Investments, Inc. 0.01% No change 190 $19K
Investors Research Corp 0.00% No change 185 $18K
Avion Wealth 0.00% Add +209.8% 189 $18K
North Star Investment Management Corp. 0.00% Reduce -7.7% 180 $18K
Ankerstar Wealth, LLC 0.01% Add +12.7% 177 $18K
McGuire Capital Advisors Inc. 0.01% Reduce -62.5% 176 $18K
Vima LLC 0.02% — 175 $17K
PlanVest Financial, Inc 0.01% No change 174 $17K
Orion Capital Management LLC 0.01% No change 170 $17K
Strategic Wealth Partners, Ltd. 0.00% Add +120.5% 161 $16K
Fiduciary Financial Advisors 0.00% New 157 $15K
Wealth Enhancement Trust Services, Inc. 0.00% No change 151 $15K
Harbor Investment Advisory, LLC 0.00% No change 150 $15K
Concord Wealth Partners 0.00% New 146 $15K
Washington Trust Advisors, Inc. 0.00% New 140 $14K
Catalyst Capital Advisors LLC 0.00% New 137 $14K
DiNuzzo Private Wealth, Inc. 0.00% No change 135 $13K
Asset Dedication, LLC 0.00% Add +357.1% 128 $13K
Financial Consulate, Inc. 0.00% Add +14.6% 126 $13K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 125 $12K
Salem Investment Counselors Inc. 0.00% No change 125 $12K
Cornerstone Financial Management LLC 0.01% Add +103.3% 124 $12K
Cromwell Holdings LLC 0.01% New 118 $12K
Manchester Capital Management LLC 0.00% Add +19.1% 112 $11K
Montag A & Associates Inc. 0.00% No change 112 $11K
Basecamp Wealth Advisors LLC 0.00% Add +473.7% 109 $11K
Kemnay Advisory Services Inc. 0.00% New 102 $10K
Piscataqua Savings Bank 0.01% New 100 $10K
Paladin Partners, LLC 0.01% New 100 $10K
Kings Path Partners LLC 0.00% No change 100 $10K
Hoey Investments, Inc. 0.00% New 100 $10K
Westfuller Advisors, LLC 0.00% No change 97 $10K
Strive Financial Group ,LLC 0.00% No change 95 $9K
MassMutual Private Wealth & Trust, FSB 0.00% New 90 $9K
IMA Advisory Services, Inc. 0.00% Add +2.4% 87 $9K
MCF Advisors LLC 0.00% No change 77 $8K
Smartleaf Asset Management LLC 0.00% No change 78 $7K
Nvest Wealth Strategies, Inc. 0.00% No change 73 $7K
Marquette Asset Management, LLC 0.00% No change 73 $7K
StrongBox Wealth, LLC 0.00% New 73 $7K
PFS Partners, LLC 0.00% No change 70 $7K
Aspect Partners, LLC 0.00% Reduce -67.8% 67 $7K
Winch Advisory Services, LLC 0.00% Add +45.0% 58 $6K
REAP Financial Group, LLC 0.00% Add +137.5% 57 $6K
MV Capital Management, Inc. 0.00% New 57 $6K
Adirondack Trust Co. 0.00% No change 51 $5K
Front Row Advisors LLC 0.00% No change 56 $5K
Signature Resources Capital Management, LLC 0.00% New 50 $5K
Stone House Investment Management, LLC 0.00% No change 50 $5K
Baillie Gifford & Co. 0.00% New 50 $5K
Pinnacle Bancorp, Inc. 0.00% No change 45 $4K
Delta Asset Management LLC 0.00% No change 42 $4K
Financial Life Planners 0.00% No change 40 $4K
Olistico Wealth, LLC 0.00% No change 40 $4K
Silicon Valley Capital Partners 0.00% Reduce -96.2% 40 $4K
HighMark Wealth Management LLC 0.00% Reduce -27.8% 39 $4K
RMG Wealth Management LLC 0.00% No change 36 $4K
Anchor Bay Capital, Inc. 0.00% — 43 $4K
Raffa Wealth Management, LLC 0.00% New 36 $4K
Nvwm, LLC 0.00% No change 35 $3K
Abound Wealth Management 0.00% Add +210.0% 31 $3K
Tradewinds Capital Management, LLC 0.00% Add +20.0% 30 $3K
Hurley Capital, LLC 0.00% New 30 $3K
Pinney & Scofield, Inc. 0.00% No change 30 $3K
Salomon & Ludwin, LLC 0.00% Add +50.0% 30 $3K
First United Bank & Trust 0.00% No change 25 $2K
Financial Perspectives, Inc 0.00% New 25 $2K
TD Private Client Wealth LLC 0.00% New 24 $2K
CENTRAL TRUST Co 0.00% No change 23 $2K
Commonwealth Retirement Investments LLC 0.00% New 22 $2K
Friedenthal Financial 0.00% No change 21 $2K
Bare Financial Services, Inc 0.00% Add +250.0% 21 $2K
Capital Analysts, LLC 0.00% Add +175.0% 22 $2K
Barrett & Company, Inc. 0.00% No change 20 $2K
Proathlete Wealth Management LLC 0.00% New 20 $2K
Gen-Wealth Partners Inc 0.00% No change 19 $2K
NBH Bank 0.00% — 16 $2K
Bell Investment Advisors, Inc 0.00% No change 16 $2K
Gill Capital Partners, LLC 0.00% No change 15 $1K
Retirement Wealth Solutions LLC 0.00% Reduce -45.8% 13 $1K
SouthState Bank Corp 0.00% Reduce -86.7% 12 $1K
Midwest Capital Advisors, LLC 0.00% New 12 $1K
Planning Strategies Inc. 0.00% — 11 $1K
Principia Wealth Advisory, LLC 0.00% Add +120.0% 11 $1K
Versant Capital Management, Inc 0.00% New 11 $1K
Covestor Ltd 0.00% Reduce -94.5% 9 $1K
MRP Capital Investments, LLC 0.00% Reduce -92.6% 10 $996
American Capital Advisory, LLC 0.00% Add +66.7% 10 $996
Atlantic Edge Private Wealth Management, LLC 0.00% New 10 $996
Cheviot Value Management, LLC 0.00% New 10 $995
JPL Wealth Management, LLC 0.00% New 9 $896
Pinnacle Wealth Planning Services, Inc. 0.00% New 9 $896
Silver Grove Financial Group, Inc. 0.00% New 8 $796
Fortitude Family Office, LLC 0.00% No change 8 $796
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 6 $597
Davis Capital Management 0.00% Add +400.0% 5 $498
Cape Investment Advisory, Inc. 0.00% New 5 $498
Transamerica Financial Advisors, LLC 0.00% New 5 $497
Caitlin John, LLC 0.00% Reduce -40.0% 3 $299
Contravisory Investment Management, Inc. 0.00% New 3 $299
Ameriflex Group, Inc. 0.00% New 3 $299
Wilkerson Advisory Group LLC 0.00% New 3 $299
Brown Brothers Harriman & Co. 0.00% New 3 $299
TOWER TRUST & INVESTMENT Co 0.00% New 3 $298
Cullen/Frost Bankers, Inc. 0.00% Reduce -93.8% 2 $199
Plante Moran Financial Advisors, LLC 0.00% New 2 $199
Financial Management Professionals, Inc. 0.00% No change 1 $100
Tidemark, LLC 0.00% New 1 $100
Downshift Financial, LLC 0.00% New 1 $100
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $75

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