DocusignDOCU

13F holders, Q2 2024 (June 30)
667holders −17
68new positions
87sold out
11famous investors
$53.46avg. 13F price*

At the end of Q2 2024, 667 institutions reported holding Docusign Inc. (DOCU) in their 13F filings, down 17 from Q1 2024. 68 opened new positions and 87 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock Inc. ($780.6M) and State Street Corp. ($281.0M). 11 famous investors held it, including Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.3% of AQR Capital Management's portfolio).

Company
Docusign Inc.
CUSIP
256163106
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 684Q1 2024Q2 2024: 667Q2 2024Q3 2024: 694Q3 2024Q4 2024: 819Q4 2024Q1 2025: 811Q1 2025Q2 2025: 782Q2 2025Q3 2025: 816Q3 2025Q4 2025: 790Q4 2025Q1 2026: 709Q1 2026Q2 2026: 674Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions68$339.7M
Exits87$216.6M

All 13F filers, Q1 2024 → Q2 2024: 21,395,654 shares bought and 21,180,122 shares sold, net +215,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 667 holders

Vanguard Group Inc. 0.02% Add +0.9% 21,594,990 $1.2B
BlackRock Inc. 0.02% Add +10.9% 14,591,174 $780.6M
State Street Corp. 0.01% Add +13.0% 5,252,196 $281.0M
T. Rowe Price Associates Inc. 0.03% Add +27.9% 4,746,546 $253.9M
Capital World Investors 0.04% No change 4,187,356 $224.0M
Newlands Management Operations LLC 1.82% No change 4,122,708 $220.6M
American Century Companies Inc. 0.13% Add +1.9% 4,099,400 $219.3M
Renaissance Technologies 0.34% Add +18.3% 3,729,314 $199.5M
D. E. Shaw & Co. 0.30% Add +16.8% 3,676,098 $196.7M
AQR Capital Management 0.30% Reduce -5.2% 3,653,518 $193.9M
Pacer Advisors, Inc. 0.44% Add +77.9% 3,519,969 $188.3M
Geode Capital Management, LLC 0.02% Add +4.0% 3,429,630 $183.2M
Jericho Capital Asset Management L.P. 5.50% No change 3,417,908 $182.9M
Clearbridge Investments, LLC 0.13% Add +4.1% 2,920,842 $156.3M
Norges Bank 0.02% Reduce -7.0% 2,888,418 $154.5M
Morgan Stanley 0.01% Reduce -10.8% 2,434,083 $130.2M
Two Sigma Advisers, LP 0.29% Reduce -28.2% 2,417,800 $129.4M
Thrivent Financial for Lutherans 0.23% New 2,164,393 $115.8M
FIL Ltd 0.10% New 1,918,194 $102.6M
FMR LLC 0.01% Add +25.6% 1,877,812 $100.5M
Jupiter Asset Management Ltd. 0.82% Reduce -2.3% 1,619,086 $86.6M
Susquehanna International Group, LLP 0.15% Add +18.9% 1,532,802 $82.0M
Millennium Management 0.07% Add +103.9% 1,513,613 $81.0M
Citadel Advisors 0.08% Reduce -46.5% 1,454,688 $77.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +27.0% 1,450,554 $77.6M
Coatue Management 0.30% Reduce -68.6% 1,422,245 $76.1M
First Trust Advisors LP 0.08% Reduce -39.5% 1,409,315 $75.4M
Charles Schwab Investment Management Inc. 0.01% Add +1.6% 1,312,341 $70.2M
Royal Bank of Canada 0.02% Add +23.5% 1,285,580 $68.8M
Bank of America Corp. 0.01% Reduce -2.5% 1,273,510 $68.1M
Robeco Institutional Asset Management B.V. 0.14% Add +18.4% 1,210,530 $64.8M
Northern Trust Corp. 0.01% Add +2.3% 1,184,306 $63.4M
Bank of New York Mellon Corp 0.01% Add +4.4% 1,118,657 $59.8M
Caisse de depot et placement du Quebec 0.13% Add +1277.0% 1,025,268 $54.9M
JPMorgan Chase & Co. 0.00% Add +6.6% 1,003,269 $53.7M
Qube Research & Technologies Ltd 0.10% Reduce -40.1% 1,000,259 $53.5M
Jacobs Levy Equity Management, Inc. 0.22% Reduce -13.7% 990,532 $53.0M
Capital International Investors 0.01% Reduce -64.6% 968,072 $51.8M
Goldman Sachs Group Inc. 0.01% Reduce -15.5% 956,450 $51.2M
Legal & General Group Plc 0.01% Reduce -0.8% 942,343 $50.4M
Panagora Asset Management Inc. 0.25% Add +13.9% 915,240 $49.0M
Skandinaviska Enskilda Banken AB (publ) 0.22% Add +151.3% 865,872 $46.3M
Schroder Investment Management Group 0.05% Add +29.5% 864,045 $46.2M
Laurion Capital Management LP 1.49% No change 848,659 $45.4M
Candlestick Capital Management LP 1.70% New 826,893 $44.2M
Invesco Ltd. 0.01% Add +36.8% 763,039 $40.8M
Select Equity Group, L.P. 0.14% Reduce -4.5% 659,432 $35.3M
Capital Fund Management S.A. 0.39% Reduce -24.4% 638,253 $34.1M
Citigroup Inc. 0.03% Add +53.1% 618,912 $33.1M
Assenagon Asset Management S.A. 0.08% Add +24.8% 618,118 $33.1M
Glenmede Trust Co. NA 0.17% Reduce -8.4% 617,349 $33.0M
Dimensional Fund Advisors LP 0.01% Add +14.0% 610,728 $32.7M
Swiss National Bank 0.02% Reduce -0.4% 608,100 $32.5M
Armistice Capital, LLC 0.84% Reduce -25.6% 597,921 $32.0M
Nordea Investment Management AB 0.04% Add +33.7% 584,385 $31.3M
Deutsche Bank AG 0.01% Reduce -2.4% 553,519 $29.6M
Nuveen Asset Management, LLC 0.01% Add +34.1% 536,125 $28.7M
Jane Street Group, LLC 0.03% Reduce -44.8% 533,298 $28.5M
Acadian Asset Management LLC 0.09% Add +141.7% 526,195 $28.1M
Canada Pension Plan Investment Board 0.03% Reduce -39.6% 521,800 $27.9M
UBS Group AG 0.01% Add +1.0% 509,454 $27.3M
Blair William & Co. 0.08% Add +23.1% 469,068 $25.1M
Rockefeller Capital Management L.P. 0.07% Add +10.3% 466,217 $24.9M
Franklin Resources Inc. 0.01% Add +23.6% 464,704 $24.9M
Primecap Management Co. 0.02% Add +22.4% 452,450 $24.2M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -9.0% 430,498 $23.0M
Danske Bank A/S 0.08% Reduce -4.3% 427,218 $22.9M
Andra AP-fonden 0.38% Add +9.0% 424,100 $22.7M
Wells Fargo & Company 0.01% Reduce -5.2% 405,152 $21.7M
KBC Group NV 0.06% Reduce -5.4% 373,455 $20.0M
California Public Employees Retirement System 0.01% Add +5.7% 369,505 $19.8M
California State Teachers Retirement System 0.02% Add +6.0% 321,273 $17.2M
Lazard Asset Management LLC 0.02% Add +150.5% 318,700 $17.0M
Korea Investment CORP 0.04% Reduce -25.9% 306,099 $16.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +428.7% 305,664 $16.4M
Healthcare of Ontario Pension Plan Trust Fund 0.05% New 303,700 $16.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +360.4% 303,198 $16.2M
Amundi 0.01% Reduce -61.7% 299,559 $16.2M
Aviva PLC 0.05% Add +9.0% 299,229 $16.0M
Barclays PLC 0.01% Add +29.9% 296,629 $15.9M
BNP Paribas Financial Markets 0.02% Add +92.5% 290,581 $15.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.45% Reduce -3.0% 281,003 $15.0M
Alliancebernstein L.P. 0.01% Add +28.3% 279,821 $15.0M
Rhumbline Advisers 0.01% Add +1.0% 276,815 $14.8M
Federated Hermes, Inc. 0.03% Add +132.5% 274,516 $14.7M
Evergreen Capital Management LLC 0.51% Add +0.8% 264,919 $14.2M
Intech Investment Management LLC 0.18% Add +65.1% 264,566 $14.2M
Carlson Capital, L.P. 2.02% Add +33.8% 242,274 $13.0M
Point72 Asset Management 0.04% Reduce -73.5% 236,357 $12.6M
Susquehanna Portfolio Strategies, LLC 0.51% No change 232,773 $12.5M
Two Sigma Investments, LP 0.03% Reduce -84.9% 232,119 $12.4M
Allianz Asset Management GmbH 0.02% Add +221.5% 231,450 $12.4M
Cat Rock Capital Management LP 1.38% No change 231,000 $12.4M
HSBC Holdings PLC 0.01% Reduce -31.9% 229,378 $12.2M
LMR Partners LLP 0.34% Add +66.3% 228,681 $12.2M
Nishkama Capital, LLC 1.83% New 228,248 $12.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +22.9% 222,238 $11.9M
State Board of Administration of Florida Retirement System 0.02% Add +3.0% 218,302 $11.7M
Achmea Investment Management B.V. 0.21% Add +22.4% 215,156 $11.5M
LPL Financial LLC 0.01% Add +44.7% 213,280 $11.4M
Burney Co./ 0.42% Add +10.1% 207,336 $11.1M
APG Asset Management N.V. 0.02% Add +2.5% 219,407 $11.0M
Balyasny Asset Management L.P. 0.03% Reduce -31.5% 196,688 $10.5M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -63.9% 191,474 $10.2M
CANADA LIFE ASSURANCE Co 0.02% Add +5.3% 190,850 $10.2M
Russell Investments Group, Ltd. 0.02% Reduce -16.5% 187,426 $10.0M
Bank of Montreal 0.00% Reduce -59.4% 181,735 $9.8M
Handelsbanken Fonder AB 0.04% Add +145.4% 168,600 $9.0M
Trexquant Investment LP 0.14% Reduce -29.4% 166,511 $8.9M
Pinebridge Investments, L.P. 0.07% Reduce -31.8% 162,593 $8.7M
Gotham Asset Management 0.11% Add +65.1% 158,272 $8.5M
Voya Investment Management LLC 0.01% Add +15.7% 153,933 $8.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.27% Add +33.3% 150,929 $8.1M
Readystate Asset Management LP 0.70% Reduce -6.2% 150,900 $8.1M
Concentric Capital Strategies, LP 0.50% Add +61.6% 148,101 $7.9M
Tudor Investment Corporation 0.09% Reduce -16.9% 146,585 $7.8M
Retirement Systems of Alabama 0.03% No change 146,095 $7.8M
Quantinno Capital Management LP 0.14% Add +16.0% 144,442 $7.7M
Raymond James & Associates 0.01% Reduce -17.9% 143,137 $7.7M
Vinva Investment Management Ltd 0.38% Add +36.8% 142,654 $7.6M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -1.3% 136,879 $7.3M
Nomura Asset Management Co. Ltd. 0.02% Add +0.1% 134,995 $7.2M
Ensign Peak Advisors, Inc 0.01% Add +15.8% 134,837 $7.2M
Invenomic Capital Management LP 0.37% New 133,953 $7.2M
Bridgewater Associates 0.04% Reduce -66.7% 132,430 $7.1M
New York State Common Retirement Fund 0.01% Add +0.1% 132,337 $7.1M
Pathstone Holdings, LLC 0.03% Add +0.3% 131,824 $7.1M
Victory Capital Management Inc. 0.01% Reduce -44.4% 131,625 $7.0M
Ameriprise Financial Inc. 0.00% Reduce -18.0% 128,259 $6.9M
Forsta Ap-Fonden 0.06% Add +195.6% 128,000 $6.8M
State of Wisconsin Investment Board 0.02% Add +17.2% 127,435 $6.8M
Twinbeech Capital LP 0.13% New 126,213 $6.8M
Los Angeles Capital Management LLC 0.02% Reduce -75.1% 125,643 $6.7M
Mediolanum International Funds Ltd 0.11% Add +11.8% 134,050 $6.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +18.8% 122,386 $6.5M
Man Group plc 0.02% Reduce -79.0% 120,789 $6.5M
Frontier Capital Management Co. LLC 0.06% Reduce -46.8% 119,574 $6.4M
Macquarie Group Ltd. 0.01% Add +0.2% 117,745 $6.3M
Swedbank AB 0.01% Reduce -7.3% 117,041 $6.3M
Shearwater Capital LLC 4.50% No change 114,428 $6.1M
Walleye Capital LLC 0.07% Add +18.8% 113,576 $6.1M
AXA S.A. 0.02% Reduce -0.1% 112,144 $6.0M
Engineers Gate Manager LP 0.13% Add +31.5% 106,452 $5.7M
Level Four Advisory Services, LLC 0.25% Add +24.1% 104,317 $5.6M
CapitalatWork S.A. 0.18% New 100,000 $5.3M
Syon Capital LLC 0.49% No change 99,900 $5.3M
Crestline Management, L.P. 0.41% Add +158.8% 97,742 $5.2M
Oak Family Advisors, LLC 1.94% Add +51.5% 95,495 $5.1M
Greenwich Wealth Management LLC 0.37% Add +0.4% 93,608 $5.0M
Pearl River Capital, LLC 0.77% Reduce -3.5% 90,620 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 90,281 $4.8M
Pictet Asset Management Holding SA 0.01% Add +4.5% 89,887 $4.8M
Treasurer of the State of North Carolina 0.02% Reduce -2.1% 88,410 $4.7M
Envestnet Asset Management Inc. 0.00% Reduce -1.2% 87,416 $4.7M
Sirios Capital Management L P 0.80% Add +443.3% 86,204 $4.6M
Transcend Capital Advisors, LLC 0.32% No change 81,517 $4.4M
Stifel Financial Corp. 0.00% Reduce -32.7% 80,455 $4.3M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -2.4% 80,400 $4.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +54.4% 79,545 $4.3M
Gilman Hill Asset Management, LLC 0.77% Add +5.0% 79,487 $4.3M
Ceera Investments, LLC 1.77% Add +15.7% 78,155 $4.2M
Commonwealth Equity Services, LLC 0.01% Reduce -2.7% 78,062 $4.2M
Capital International, Inc. 0.06% No change 77,994 $4.2M
Public Employees Retirement System of Ohio 0.02% Add +0.1% 77,467 $4.1M
Royal London Asset Management Ltd. 0.01% Reduce -0.5% 77,024 $4.1M
State of New Jersey Common Pension Fund D 0.02% Reduce -37.3% 75,841 $4.1M
Dark Forest Capital Management LP 0.73% Add +108.9% 74,808 $4.0M
Asset Management One Co., Ltd. 0.01% Reduce -4.8% 73,392 $3.9M
Cerity Partners LLC 0.01% Add +12.8% 72,771 $3.9M
Mackenzie Financial Corp. 0.01% Add +25.4% 68,833 $3.7M
Prudential Financial Inc. 0.01% Reduce -2.3% 68,622 $3.7M
Vontobel Holding Ltd. 0.01% Add +10.2% 67,354 $3.6M
Resona Asset Management Co.,Ltd. 0.02% Reduce -8.1% 63,352 $3.4M
HighTower Advisors, LLC 0.01% Add +5.2% 62,234 $3.3M
Contrarius Investment Management Ltd 0.21% Reduce -2.5% 61,930 $3.3M
Osaic Holdings, Inc. 0.01% Reduce -61.3% 60,949 $3.3M
Selective Wealth Management, Inc. 1.39% Reduce -3.2% 60,879 $3.2M
Savant Capital, LLC 0.03% Add +1.8% 56,678 $3.0M
Arizona State Retirement System 0.02% Add +0.6% 56,427 $3.0M
Dynamic Technology Lab Private Ltd 0.34% Add +1006.6% 56,063 $3.0M
Gerber Kawasaki Wealth & Investment Management 0.15% Reduce -30.5% 55,010 $2.9M
Neuberger Berman Group LLC 0.00% Add +18.9% 54,910 $2.9M
ClariVest Asset Management LLC 0.29% Reduce -0.3% 53,162 $2.8M
Empowered Funds, LLC 0.05% Add +28.8% 52,714 $2.8M
Manufacturers Life Insurance Company, The 0.00% Add +3.2% 52,260 $2.8M
Teacher Retirement System of Texas 0.02% Add +5.4% 52,240 $2.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.03% — 51,800 $2.8M
Zacks Investment Management 0.03% Reduce -20.6% 51,504 $2.8M
Texas Capital Bank Wealth Management Services Inc 0.28% Add +400.0% 50,000 $2.7M
PGGM Investments 0.04% Add +36.7% 49,812 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -10.6% 49,789 $2.7M
Harel Insurance Investments & Financial Services Ltd. 0.05% Reduce -7.9% 48,828 $2.6M
Westbourne Investment Advisors, Inc. 0.93% Reduce -0.1% 47,814 $2.6M
DekaBank Deutsche Girozentrale 0.00% Add +58.6% 48,675 $2.6M
Firsthand Capital Management, Inc. 4.87% Add +75.0% 105,000 $2.5M
OMERS ADMINISTRATION Corp 0.02% New 44,541 $2.4M
Holocene Advisors, LP 0.01% New 44,446 $2.4M
Cetera Investment Advisers 0.01% Reduce -2.9% 44,381 $2.4M
Rathbones Group PLC 0.01% Add +0.9% 42,522 $2.3M
Storebrand Asset Management As 0.01% Add +2.3% 41,381 $2.2M
Illinois Municipal Retirement Fund 0.03% No change 41,365 $2.2M
Sherbrooke Park Advisers LLC 0.39% Add +54.8% 41,268 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +126.2% 40,095 $2.1M
National Philanthropic Trust 0.04% No change 40,021 $2.1M
Abacus FCF Advisors LLC 0.53% Add +39.9% 39,578 $2.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +61.8% 39,359 $2.1M
IFM Investors Pty Ltd 0.02% Reduce -3.6% 38,724 $2.1M
Waverly Advisors, LLC 0.04% Reduce -1.4% 38,123 $2.0M
XTX Topco Ltd 0.17% New 37,859 $2.0M
Advisory Services Network, LLC 0.04% Reduce -33.5% 37,586 $2.0M
Sage Rhino Capital LLC 0.47% Add +0.1% 36,510 $2.0M
Xponance LLC 0.02% Add +1.6% 35,960 $1.9M
Perpetual Ltd 0.02% Add +3.0% 35,898 $1.9M
Nissay Asset Management Corp. /Japan 0.01% Add +1.6% 35,743 $1.9M
Wellington Management Group LLP 0.00% Add +89.4% 35,347 $1.9M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.06% New 35,000 $1.9M
Tredje AP-fonden 0.02% Reduce -1.5% 34,634 $1.9M
Alberta Investment Management Corp 0.02% Add +366.2% 34,500 $1.8M
Susquehanna Fundamental Investments, LLC 0.04% New 33,975 $1.8M
DNB Asset Management AS 0.01% Add +16.1% 33,600 $1.8M
Aberdeen Group plc 0.00% Reduce -55.5% 33,483 $1.8M
Utah Retirement Systems 0.02% Reduce -4.3% 33,387 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.0% 32,709 $1.8M
Rafferty Asset Management, LLC 0.01% Reduce -25.3% 32,521 $1.7M
Cresset Asset Management, LLC 0.01% Add +18.6% 32,289 $1.7M
Massachusetts Financial Services Co. 0.00% New 31,944 $1.7M
Martingale Asset Management L P 0.04% Add +295.8% 31,829 $1.7M
Point72 Hong Kong Ltd 0.10% Reduce -66.1% 31,574 $1.7M
Cwm, LLC 0.01% Add +23.6% 31,082 $1.7M
Meridian Investment Counsel Inc. 0.52% Reduce -1.0% 30,650 $1.6M
Swiss Life Asset Management Ltd 0.02% Reduce -61.7% 30,610 $1.6M
Private Advisor Group, LLC 0.01% Add +10.3% 29,999 $1.6M
Maverick Capital 0.03% New 29,368 $1.6M
Janney Montgomery Scott LLC 0.00% Add +11.5% 28,719 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +25.1% 28,606 $1.5M
Destiny Capital Corp 1.03% No change 28,243 $1.5M
Clearline Capital LP 0.13% New 28,067 $1.5M
Chartwell Investment Partners, LLC 0.05% Reduce -36.5% 27,791 $1.5M
Tidal Investments LLC 0.02% Add +83.3% 27,607 $1.5M
Canton Hathaway, LLC 0.38% Reduce -2.5% 26,185 $1.4M
Convergence Investment Partners, LLC 0.41% Add +263.9% 26,156 $1.4M
River Global Investors LLP 0.38% Reduce -5.3% 25,732 $1.4M
Versor Investments LP 0.25% Reduce -48.8% 25,602 $1.4M
New York Life Investment Management LLC 0.01% Add +9.7% 25,087 $1.3M
WINTON GROUP Ltd 0.09% Reduce -21.7% 24,503 $1.3M
Titleist Asset Management, LLC 0.20% Reduce -4.0% 24,374 $1.3M
Corient Private Wealth LP 0.00% Reduce -0.5% 24,177 $1.3M
Plato Investment Management Ltd 0.12% Add +8.8% 23,788 $1.3M
Hohimer Wealth Management, LLC 0.29% Add +265.4% 23,574 $1.3M
AMG National Trust Bank 0.03% New 23,306 $1.2M
Crossmark Global Holdings, Inc. 0.02% Add +414.3% 23,189 $1.2M
Dakota Wealth Management 0.03% Add +0.8% 23,022 $1.2M
CastleKnight Management LP 0.17% New 23,000 $1.2M
Ameritas Advisory Services, LLC 0.05% Reduce -11.3% 22,827 $1.2M
AustralianSuper Pty Ltd 0.01% New 22,784 $1.2M
Sei Investments Co. 0.00% Add +16.4% 22,341 $1.2M
Strategic Global Advisors, LLC 0.24% Add +2.1% 21,587 $1.2M
Centiva Capital, LP 0.06% Reduce -45.9% 21,452 $1.1M
Public Employees Retirement Association of Colorado 0.00% Reduce -2.5% 21,332 $1.1M
Mission Creek Capital Partners, Inc. 0.28% Add +160.7% 21,079 $1.1M
Campbell & CO Investment Adviser LLC 0.10% Add +30.5% 20,970 $1.1M
Lyell Wealth Management, LP 0.11% Add +11.1% 20,762 $1.1M
Comerica Bank 0.00% Reduce -30.1% 20,210 $1.1M
Toronto Dominion Bank 0.00% Reduce -2.2% 20,078 $1.1M
Captrust Financial Advisors 0.00% Add +270.7% 20,069 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.55% Add +0.8% 19,594 $1.0M
Parallax Volatility Advisers, L.P. 0.03% Reduce -70.9% 19,433 $1.0M
Y.D. More Investments Ltd 0.10% Reduce -1.7% 19,108 $1.0M
Graham Capital Management, L.P. 0.06% Reduce -60.7% 18,989 $1.0M
Investment Management Corp of Ontario 0.03% Add +8.0% 18,975 $1.0M
Elo Mutual Pension Insurance Co 0.02% Add +1.1% 18,848 $1.0M
New York State Teachers Retirement System 0.00% Add +1.2% 18,692 $1.0M
Washington Trust Advisors, Inc. 0.09% Reduce -6.3% 18,279 $978K
GTS Securities LLC 0.02% Reduce -77.5% 18,131 $970K
Credit Agricole S A 0.01% Reduce -16.8% 18,052 $966K
Principal Financial Group Inc. 0.00% Reduce -12.8% 17,707 $947K
Virtus Investment Advisers, LLC 0.86% No change 17,670 $945K
Sanctuary Advisors, LLC 0.01% — 16,466 $942K
Baader Bank Aktiengesellschaft 0.07% Add +13.0% 17,517 $937K
Inspire Advisors, LLC 0.12% Add +47.2% 17,409 $931K
Resonant Capital Advisors, LLC 0.08% Add +3.2% 17,359 $929K
SG Americas Securities, LLC 0.01% Reduce -85.0% 17,311 $926K
Acorn Financial Advisory Services Inc. 0.17% Reduce -2.6% 17,054 $912K
Mariner, LLC 0.00% Reduce -16.9% 16,971 $908K
Audent Global Asset Management, LLC 0.94% Reduce -16.0% 16,950 $907K
Gulf International Bank (UK) Ltd 0.02% No change 16,939 $906K
TD Asset Management Inc 0.00% Add +0.2% 16,612 $889K
Freestone Capital Holdings, LLC 0.03% Reduce -2.6% 16,564 $886K
Daiwa Securities Group Inc. 0.00% Add +4.5% 16,372 $876K
Ieq Capital, LLC 0.01% Reduce -1.0% 16,309 $873K
Avantax Advisory Services, Inc. 0.01% Reduce -0.4% 16,110 $862K
Kestra Advisory Services, LLC 0.00% Add +19.4% 17,053 $844K
Baird Financial Group, Inc. 0.00% Reduce -53.9% 15,694 $840K
Maryland State Retirement & Pension System 0.02% No change 15,624 $836K
National Bank of Canada 0.00% Reduce -0.3% 15,155 $834K
Heron Bay Capital Management 0.18% New 15,586 $834K
Eagle Harbor Asset Management Inc. 0.88% Add +0.7% 15,346 $821K
Parkwood LLC 0.10% Add +11.1% 15,323 $820K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -2.6% 15,053 $805K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +52.1% 14,740 $789K
Smith Group Asset Management, LLC 0.07% New 14,630 $783K
Atria Wealth Solutions, Inc. 0.01% Add +20.7% 14,603 $781K
MBB Public Markets I LLC 0.02% New 14,600 $781K
Cannon Global Investment Management, LLC 3.56% New 14,300 $765K
Mercer Global Advisors Inc. 0.00% Reduce -12.3% 14,238 $762K
Point72 (DIFC) Ltd 0.07% New 14,137 $756K
UniSuper Management Pty Ltd 0.01% Add +386.2% 14,100 $754K
Amalgamated Bank 0.01% Reduce -0.6% 13,729 $735K
Creative Planning 0.00% Add +9.2% 13,687 $732K
MAI Capital Management 0.01% Reduce -3.1% 13,348 $714K
Linden Thomas Advisory Services, LLC 0.11% Add +16.6% 13,290 $711K
Brighton Jones LLC 0.02% Reduce -1.8% 13,259 $709K
Diversified Trust Co. 0.02% Add +17.7% 13,133 $703K
MetLife Investment Management, LLC 0.00% Add +6.1% 13,058 $699K
Csenge Advisory Group 0.04% New 12,945 $693K
Profund Advisors LLC 0.03% Reduce -43.4% 12,879 $689K
Lecap Asset Management Ltd. 0.15% Reduce -61.2% 12,821 $686K
Green Alpha Advisors, LLC 0.55% Reduce -5.2% 12,776 $684K
Merit Financial Group, LLC 0.01% Reduce -0.7% 12,500 $669K
Summit Trail Advisors, LLC 0.02% Add +1.3% 12,445 $666K
Patten & Patten Inc. 0.05% Reduce -2.6% 12,210 $653K
Bokf, NA 0.01% Reduce -6.0% 12,064 $645K
Sumitomo Mitsui Financial Group, Inc. 0.02% No change 11,884 $626K
Aerodigm Wealth, LLC 0.28% Add +10.5% 11,488 $615K
Landscape Capital Management, L.L.C. 0.05% No change 11,406 $610K
DAVENPORT & Co LLC 0.00% Add +3.1% 11,333 $606K
Schonfeld Strategic Advisors LLC 0.00% Reduce -94.5% 11,179 $598K
Cibc World Markets Corp. 0.00% Add +32.7% 11,076 $593K
Guggenheim Capital LLC 0.00% Add +0.2% 11,030 $590K
NewEdge Wealth, LLC 0.01% Add +0.7% 10,829 $579K
Bank of Nova Scotia 0.00% Add +134.0% 10,756 $575K
SeaCrest Wealth Management, LLC 0.07% Reduce -5.2% 10,739 $575K
Summit Global Investments 0.04% Reduce -34.5% 10,730 $574K
Janus Henderson Group PLC 0.00% Reduce -37.9% 10,712 $573K
Kerrisdale Advisers, LLC 0.18% No change 10,655 $570K
AlphaQuest LLC 0.08% Add +1011.0% 10,555 $565K
Aspiriant, LLC 0.02% Reduce -0.0% 10,547 $564K
Hillsdale Investment Management Inc. 0.04% No change 10,540 $564K
PNC Financial Services Group, Inc. 0.00% Add +87.5% 10,424 $558K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -0.6% 10,312 $552K
Simplicity Wealth,LLC 0.01% Add +0.4% 10,180 $545K
M&T Bank Corp 0.00% Reduce -9.1% 10,139 $542K
Affinity Investment Advisors, LLC 0.41% New 10,113 $541K
D.A. Davidson & Co. 0.00% Add +0.2% 10,107 $541K
Vanguard Personalized Indexing Management, LLC 0.01% Add +2.9% 10,080 $539K
Quattro Financial Advisors LLC 0.14% No change 10,000 $535K
Hilltop Holdings Inc. 0.06% Reduce -8.5% 9,948 $532K
Wealth Management Associates, Inc. 0.25% No change 9,875 $528K
Financial Advocates Investment Management 0.03% Reduce -11.8% 9,796 $524K
Prairie Wealth Advisors, Inc. 0.26% Reduce -10.7% 9,664 $517K
Commerce Bank 0.00% Add +3.7% 9,511 $509K
Independent Financial Group, LLC 0.02% Reduce -4.6% 9,510 $509K
Unique Wealth Strategies, LLC 0.23% No change 8,299 $494K
Federation des caisses Desjardins du Quebec 0.00% Reduce -4.7% 9,223 $493K
RMR Wealth Builders 0.06% No change 9,175 $491K
Truist Financial Corp. 0.00% Add +18.1% 9,138 $489K
Bollard Group LLC 0.01% No change 9,053 $484K
NewEdge Advisors, LLC 0.00% Reduce -15.8% 8,971 $480K
Left Brain Wealth Management, LLC 0.22% Reduce -1.9% 8,879 $475K
Capstone Investment Advisors, LLC 0.02% Reduce -60.6% 8,879 $475K
Boston Partners 0.00% Reduce -35.8% 8,807 $471K
Intellectus Partners, LLC 0.13% Reduce -9.8% 8,772 $469K
Wolverine Trading, LLC 0.01% Reduce -61.6% 8,745 $468K
Atria Investments, Inc 0.01% New 8,740 $468K
Marex Group Ltd 0.01% Reduce -24.4% 8,674 $464K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -38.6% 8,529 $456K
Kovack Advisors, Inc. 0.05% Add +0.5% 8,486 $454K
Rehmann Capital Advisory Group 0.03% Add +1.2% 8,486 $454K
O'shaughnessy Asset Management, LLC 0.00% Add +17.3% 8,404 $450K
Garde Capital, Inc. 0.03% No change 8,386 $449K
BNP Paribas 0.02% No change 8,300 $444K
Wealth Enhancement Advisory Services, LLC 0.00% Add +55.3% 8,213 $439K
State of Alaska, Department of Revenue 0.00% Reduce -4.1% 8,165 $436K
Pzena Investment Management LLC 0.00% Add +45.6% 8,114 $434K
Rodgers Brothers Inc. 0.06% Reduce -0.6% 7,990 $427K
Moran Wealth Management, LLC 0.01% Add +52.3% 7,978 $427K
Beck Capital Management, LLC 0.12% New 7,938 $425K
Ridgewood Investments LLC 0.21% Reduce -17.3% 7,885 $422K
Steward Partners Investment Advisory, LLC 0.00% Reduce -20.5% 7,820 $418K
J.W. Cole Advisors, Inc. 0.02% No change 7,791 $417K
Leonteq Securities AG 0.06% Reduce -17.5% 7,779 $416K
Gilbert & Cook, Inc. 0.06% Reduce -9.6% 7,756 $415K
PFG Investments, LLC 0.03% Reduce -47.3% 7,711 $413K
Telos Capital Management, Inc. 0.05% Reduce -4.7% 7,622 $408K
International Assets Investment Management, LLC 0.04% Reduce -1.4% 7,619 $408K
&partners 0.02% New 7,612 $403K
iA Global Asset Management Inc. 0.01% Reduce -20.8% 7,516 $402K
MML Investors Services, LLC 0.00% Reduce -6.4% 7,496 $401K
DC Investments Management, LLC 0.33% No change 7,279 $389K
Prosperity Wealth Management, Inc. 0.19% Add +25.6% 7,250 $388K
Formidable Asset Management, LLC 0.06% Add +53.3% 7,243 $388K
Teza Capital Management LLC 0.05% Reduce -80.0% 7,210 $386K
Citizens Financial Group Inc. 0.01% Add +21.8% 7,129 $381K
Axiom Advisory, LLC 0.00% New 6,741 $380K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 7,077 $379K
Essex LLC 0.08% Reduce -0.8% 7,073 $378K
Capula Management Ltd 0.00% Add +42.3% 7,000 $375K
CIBC Asset Management Inc 0.00% Add +5.8% 6,921 $370K
Bennett Selby Investments LP 0.17% Reduce -3.6% 6,892 $369K
StoneX Group Inc. 0.03% New 6,749 $361K
Wealthspire Advisors, LLC 0.00% New 6,670 $357K
Essex Financial Services, Inc. 0.03% Add +90.0% 6,846 $357K
Comprehensive Financial Management LLC 0.01% No change 6,593 $353K
Ostrum Asset Management 0.03% Reduce -7.2% 6,444 $345K
Jackson Creek Investment Advisors LLC 0.12% Reduce -5.6% 6,324 $338K
IPG Investment Advisors LLC 0.07% Add +19.1% 6,225 $333K
Tower Research Capital LLC (TRC) 0.01% Add +415.7% 6,188 $331K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -32.7% 5,427 $323K
Natixis 0.00% Reduce -95.4% 6,024 $322K
Centaurus Financial, Inc. 0.02% Reduce -24.7% 5,995 $321K
Kapitalo Investimentos Ltda 0.10% New 5,985 $320K
Regions Financial Corp. 0.00% Reduce -84.3% 5,962 $319K
Beacon Pointe Advisors, LLC 0.00% Add +1.6% 5,937 $318K
Gries Financial LLC 0.07% Reduce -9.1% 5,907 $316K
Meiji Yasuda Life Insurance Co 0.01% Reduce -22.6% 5,876 $314K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.4% 5,770 $309K
FinTrust Capital Advisors, LLC 0.06% Reduce -0.9% 5,692 $305K
Venturi Wealth Management, LLC 0.02% Reduce -44.0% 5,608 $300K
Western Wealth Management, LLC 0.02% Reduce -2.7% 5,588 $299K
Jones Financial Companies LLLP 0.00% Add +243.4% 5,581 $299K
Loomis Sayles & Co. L P 0.00% Add +43.6% 5,567 $298K
Bristlecone Advisors, LLC 0.03% No change 5,557 $297K
Vident Advisory, LLC 0.01% Add +23.4% 5,536 $296K
Palogic Value Management, L.P. 0.12% Add +3.8% 5,287 $283K
American Trust 0.02% New 5,250 $281K
Independent Advisor Alliance 0.01% Reduce -45.1% 5,076 $272K
Legacy Financial Advisors, Inc. 0.05% Reduce -0.2% 5,058 $271K
B. Metzler seel. Sohn & Co. AG 0.00% Add +3.0% 5,025 $269K
Pinnacle Associates Ltd. 0.00% Reduce -24.6% 5,009 $268K
Obermeyer Wealth Partners 0.02% No change 5,000 $268K
Walleye Trading LLC 0.01% New 5,000 $268K
Integrated Wealth Concepts LLC 0.00% Add +0.3% 4,990 $267K
Americana Partners, LLC 0.02% Reduce -7.9% 4,964 $266K
Oppenheimer Asset Management Inc. 0.00% Add +17.6% 4,961 $265K
Townsquare Capital LLC 0.00% New 4,920 $263K
Clear Creek Financial Management, LLC 0.03% Reduce -24.7% 4,878 $261K
Flagship Harbor Advisors, LLC 0.02% Reduce -49.4% 4,852 $260K
Bourgeon Capital Management LLC 0.05% New 4,751 $254K
Vestcor Inc 0.01% No change 4,619 $247K
Allspring Global Investments Holdings, LLC 0.00% Reduce -10.0% 4,606 $246K
Pingora Partners LLC 0.17% No change 4,600 $246K
Sigma Planning Corp 0.01% Reduce -8.0% 4,597 $246K
Choreo, LLC 0.00% New 4,426 $242K
Kingswood Wealth Advisors, LLC 0.02% Reduce -2.3% 4,509 $241K
Silvant Capital Management LLC 0.01% Reduce -1.3% 4,461 $239K
Griffin Asset Management, Inc. 0.03% No change 4,450 $238K
Impact Partnership Wealth, LLC 0.06% Add +108.2% 4,395 $235K
DMC Group, LLC 0.20% Add +9.5% 4,360 $233K
GFG Capital, LLC 0.06% No change 4,325 $231K
Sovereign Financial Group, Inc. 0.06% Add +9.5% 4,303 $230K
Triumph Capital Management 0.09% Add +1.4% 4,263 $228K
Optimist Retirement Group LLC 0.12% Add +5.6% 4,255 $228K
Motley Fool Asset Management LLC 0.01% Add +3.9% 4,115 $227K
United Advisor Group, LLC 0.07% No change 4,133 $221K
Synergy Financial Group, LTD 0.23% Add +8.7% 4,120 $220K
Corebridge Financial, Inc. 0.00% — 4,041 $216K
Skylands Capital, LLC 0.03% No change 4,000 $214K
Arax Advisory Partners 0.02% Add +4868.4% 3,925 $210K
Banque Cantonale Vaudoise 0.01% Reduce -90.3% 3,892 $208K
Cary Street Partners Investment Advisory LLC 0.01% Add +4.7% 3,864 $207K
Claret Asset Management Corp 0.04% New 3,819 $204K
Compound Planning, Inc. 0.02% New 3,811 $204K
Two Sigma Securities, LLC 0.01% New 3,806 $204K
Stephens Inc. 0.00% Add +7.7% 3,786 $203K
Aspen Investment Management Inc 0.10% Reduce -1.6% 3,750 $201K
Ossiam 0.00% Add +3.5% 3,653 $195K
Geneos Wealth Management Inc. 0.01% Add +0.7% 3,469 $186K
MUFG Securities EMEA plc 0.01% Reduce -67.3% 3,416 $183K
Sunbelt Securities, Inc. 0.02% No change 3,412 $183K
Twin Lakes Capital Management, LLC 0.12% No change 3,274 $175K
Simplex Trading, LLC 0.01% Reduce -17.4% 3,223 $172K
Royal Fund Management, LLC 0.02% Add +14.3% 3,200 $171K
US Bancorp \de 0.00% Reduce -25.9% 3,163 $169K
Farther Finance Advisors, LLC 0.01% Reduce -4.2% 3,049 $168K
Covestor Ltd 0.11% Add +33.9% 3,124 $167K
Knights of Columbus Asset Advisors LLC 0.01% No change 3,021 $162K
Mirae Asset Global Investments Co., Ltd. 0.00% New 3,053 $161K
V-Square Quantitative Management LLC 0.02% Add +25.7% 2,847 $152K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -12.2% 2,847 $152K
Picton Mahoney Asset Management 0.01% New 2,786 $150K
Rakuten Investment Management, Inc. 0.00% Add +60.1% 2,825 $149K
Parallel Advisors, LLC 0.00% Reduce -59.1% 2,493 $133K
Caz Investments LP 0.16% No change 2,000 $107K
Allianz SE 0.00% Reduce -22.0% 1,999 $107K
Principal Securities, Inc. 0.00% Reduce -12.0% 1,667 $89K
Signaturefd, LLC 0.00% Reduce -7.4% 1,619 $87K
EverSource Wealth Advisors, LLC 0.01% Add +20.5% 1,545 $86K
Versant Capital Management, Inc 0.02% Add +142.9% 1,433 $77K
Whittier Trust Co. of Nevada Inc. 0.00% Add +1.7% 1,393 $75K
C M Bidwell & Associates Ltd. 0.05% No change 1,380 $74K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 1,354 $72K
Horizon Investments, LLC 0.00% Add +12.9% 1,348 $72K
CIBC Private Wealth Group LLC 0.00% Reduce -30.6% 1,191 $64K
First Pacific Financial 0.01% No change 1,092 $58K
Global Trust Asset Management, LLC 0.02% No change 1,088 $58K
Clearstead Advisors, LLC 0.00% Reduce -13.0% 1,014 $54K
Harbor Investment Advisory, LLC 0.01% Add +0.2% 1,012 $54K
West Tower Group, LLC 0.14% Reduce -33.3% 1,000 $54K
Quarry LP 0.02% New 989 $53K
Harbour Investments, Inc. 0.00% Add +9.1% 983 $53K
Financial Perspectives, Inc 0.02% No change 981 $52K
nVerses Capital, LLC 0.03% New 900 $48K
City State Bank 0.02% Reduce -10.0% 899 $48K
CI Investments Inc. 0.00% Add +124.9% 893 $48K
Huntington National Bank 0.00% Reduce -14.0% 883 $47K
Allworth Financial LP 0.00% Reduce -48.8% 839 $47K
Coppell Advisory Solutions LLC 0.01% — 769 $41K
Rakuten Securities, Inc. 0.02% Reduce -49.6% 742 $40K
Beacon Capital Management, LLC 0.01% Add +1.4% 721 $39K
Whittier Trust Co. 0.00% No change 715 $38K
IFP Advisors, Inc 0.00% Add +3.9% 712 $38K
Global Retirement Partners, LLC 0.00% Reduce -1.3% 689 $37K
Virtus Fund Advisers, LLC 0.15% Add +7.0% 688 $37K
Mather Group, Llc. 0.00% Add +4338.5% 577 $34K
TD Waterhouse Canada Inc. 0.00% Reduce -52.5% 609 $34K
Register Financial Advisors LLC 0.02% No change 620 $33K
NFSG Corp 0.01% Reduce -25.0% 600 $32K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -29.9% 602 $32K
State of Wyoming 0.01% Reduce -64.7% 568 $30K
Capital Advisors, Ltd. LLC 0.00% No change 558 $30K
ZynergyRetirementPlanningLLC 0.02% — 557 $30K
Wolff Wiese Magana LLC 0.02% Reduce -19.0% 550 $29K
Capital Analysts, LLC 0.00% No change 529 $28K
Private Trust Co. NA 0.00% Add +139.5% 515 $28K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5000.0% 510 $27K
Avior Wealth Management, LLC 0.00% Reduce -7.7% 501 $27K
Great Lakes Retirement, Inc. 0.00% New 500 $27K
Rise Advisors, LLC 0.01% No change 496 $27K
Bank & Trust Co 0.02% — 443 $24K
Lindbrook Capital, LLC 0.00% Add +3.3% 440 $24K
North Star Investment Management Corp. 0.00% No change 406 $22K
Gradient Investments LLC 0.00% No change 405 $22K
Cornerstone Planning Group LLC 0.01% No change 435 $22K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 385 $21K
Ancora Advisors LLC 0.00% No change 385 $21K
Performa Ltd (US), LLC 0.01% No change 360 $19K
Tyler-Stone Wealth Management 0.01% No change 355 $19K
Innealta Capital, LLC 0.01% New 337 $18K
Institutional & Family Asset Management, LLC 0.00% Reduce -2.0% 334 $18K
Quent Capital, LLC 0.00% No change 333 $18K
NCP Inc. 0.01% Add +50.0% 300 $16K
SWAN Capital LLC 0.01% New 300 $16K
Sittner & Nelson, LLC 0.01% No change 300 $16K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 300 $16K
WR Wealth Planners, LLC 0.00% Reduce -20.6% 281 $15K
Hantz Financial Services, Inc. 0.00% Reduce -66.3% 283 $15K
Activest Wealth Management 0.00% No change 269 $14K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 255 $14K
CNB Bank 0.01% Reduce -68.5% 246 $13K
GAMMA Investing LLC 0.00% Add +91.3% 243 $13K
PSI Advisors, LLC 0.00% No change 239 $13K
Glen Eagle Advisors, LLC 0.00% Reduce -5.2% 239 $13K
CVA Family Office, LLC 0.00% Add +10.8% 235 $13K
Adirondack Trust Co. 0.01% No change 235 $13K
Strategic Investment Solutions, Inc. 0.00% — 225 $12K
Grove Bank & Trust 0.00% Reduce -44.8% 232 $12K
Cedar Wealth Management, LLC 0.00% No change 214 $11K
Continuum Advisory, LLC 0.00% Reduce -6.5% 203 $11K
Optimum Investment Advisors 0.00% No change 200 $11K
SRH Advisors, LLC 0.00% No change 200 $11K
Montag A & Associates Inc. 0.00% No change 200 $11K
CENTRAL TRUST Co 0.00% Reduce -90.6% 200 $11K
HM Payson & Co. 0.00% No change 200 $11K
Main Street Group, LTD 0.00% No change 185 $10K
GoalVest Advisory LLC 0.00% No change 181 $10K
LRI Investments, LLC 0.00% New 171 $9K
GPS Wealth Strategies Group, LLC 0.00% Add +19.9% 169 $9K
Smartleaf Asset Management LLC 0.00% Add +1121.4% 171 $9K
NewSquare Capital LLC 0.00% No change 153 $8K
Partnership Wealth Management, LLC 0.01% No change 150 $8K
Planning Capital Management Corp 0.01% No change 150 $8K
Tradewinds Capital Management, LLC 0.00% No change 150 $8K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +8.3% 156 $8K
Larson Financial Group LLC 0.00% Add +25.2% 149 $8K
Pacifica Partners Inc. 0.00% No change 145 $8K
Opal Wealth Advisors, LLC 0.00% New 141 $8K
IAG Wealth Partners, LLC 0.00% No change 140 $7K
Exchange Traded Concepts, LLC 0.00% Reduce -97.9% 138 $7K
ORG Partners LLC 0.00% New 131 $7K
Ashburton (Jersey) Ltd 0.00% — 133 $7K
Strengthening Families & Communities, LLC 0.00% New 126 $7K
Financial Management Professionals, Inc. 0.00% No change 129 $7K
Macroview Investment Management LLC 0.01% No change 127 $7K
Asset Dedication, LLC 0.00% Add +130.2% 122 $7K
Salem Investment Counselors Inc. 0.00% No change 118 $6K
Spire Wealth Management 0.00% Reduce -91.4% 115 $6K
Blue Trust, Inc. 0.00% New 102 $6K
SYSTM Wealth Solutions LLC 0.00% No change 113 $6K
Colonial Trust Advisors 0.00% Reduce -31.7% 110 $6K
Bogart Wealth, LLC 0.00% Reduce -54.8% 108 $6K
Parkside Financial Bank & Trust 0.00% Add +17.6% 107 $6K
PFS Partners, LLC 0.00% No change 105 $6K
Nordwand Advisors, LLC 0.00% No change 100 $5K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 100 $5K
Addison Advisors LLC 0.00% No change 100 $5K
Rothschild Investment LLC 0.00% No change 100 $5K
Private Wealth Management Group, LLC 0.00% Reduce -2.9% 99 $5K
Avion Wealth 0.00% Add +1011.1% 100 $5K
Tsfg, LLC 0.00% No change 92 $5K
Valley National Advisers Inc. 0.00% Reduce -8.5% 108 $5K
ICA Group Wealth Management, LLC 0.00% Reduce -81.6% 90 $5K
Hollencrest Capital Management 0.00% No change 90 $5K
Nemes Rush Group LLC 0.00% No change 81 $4K
Quadrant Capital Group LLC 0.00% No change 81 $4K
Concourse Financial Group Securities, Inc. 0.00% Reduce -40.7% 80 $4K
Tidemark, LLC 0.00% Reduce -28.8% 79 $4K
WealthCollab, LLC 0.00% New 75 $4K
Abich Financial Wealth Management LLC 0.00% Add +33.9% 75 $4K
McIlrath & Eck, LLC 0.00% No change 75 $4K
Elevation Wealth Partners, LLC 0.00% No change 72 $4K
Bell Investment Advisors, Inc 0.00% Add +26.9% 66 $4K
Redwood Wealth Management Group, LLC 0.00% New 60 $3K
Lanark Financial, Inc. 0.00% No change 66 $3K
Wetzel Investment Advisors, Inc. 0.00% No change 50 $3K
UMB Bank, n.a. 0.00% No change 53 $3K
Bartlett & Co. Wealth Management LLC 0.00% No change 52 $3K
Creekmur Asset Management LLC 0.00% No change 51 $3K
Towne Trust Company, N.A 0.00% No change 50 $3K
Bfsg, LLC 0.00% No change 50 $3K
Flputnam Investment Management Co. 0.00% New 50 $3K
First Horizon Advisors, Inc. 0.00% No change 48 $3K
Ashton Thomas Private Wealth, LLC 0.00% New 46 $2K
Gleason Group, Inc. 0.00% No change 44 $2K
Tucker Asset Management LLC 0.00% Add +83.3% 44 $2K
GHP Investment Advisors, Inc. 0.00% No change 44 $2K
Westside Investment Management, Inc. 0.00% Reduce -23.1% 40 $2K
Balefire, LLC 0.00% No change 38 $2K
AlphaMark Advisors, LLC 0.00% No change 36 $2K
Assetmark, Inc. 0.00% Add +362.5% 37 $2K
JFS Wealth Advisors, LLC 0.00% Add +1450.0% 31 $2K
Castleview Partners, LLC 0.00% Add +200.0% 30 $2K
Anfield Capital Management, LLC 0.00% New 30 $2K
AdvisorNet Financial, Inc 0.00% Add +21.7% 28 $1K
Anchor Investment Management, LLC 0.00% New 25 $1K
Sachetta, LLC 0.00% New 21 $1K
VitalStone Financial, LLC 0.00% No change 20 $1K
Global Wealth Strategies & Associates 0.00% No change 20 $1K
Raffa Wealth Management, LLC 0.00% No change 20 $1K
Caitlin John, LLC 0.00% No change 19 $1K
Dunhill Financial, LLC 0.00% No change 19 $1K
Solstein Capital, LLC 0.00% No change 18 $963
PayPay Securities Corp 0.06% Reduce -38.1% 13 $696
Valued Wealth Advisors LLC 0.00% No change 13 $696
SJS Investment Consulting Inc. 0.00% Add +140.0% 12 $643
Vermillion & White Wealth Management Group, LLC 0.00% No change 12 $642
Mendota Financial Group, LLC 0.00% Reduce -89.6% 11 $589
True Wealth Design, LLC 0.00% Add +266.7% 11 $589
Cullen/Frost Bankers, Inc. 0.00% New 11 $589
Pittenger & Anderson Inc. 0.00% No change 11 $589
St. Johns Investment Management Company, LLC 0.00% No change 10 $535
Mb, Levis & Associates, LLC 0.00% No change 10 $535
Painted Porch Advisors LLC 0.00% New 9 $482
Glass Jacobson Investment Advisors llc 0.00% No change 8 $428
Princeton Global Asset Management LLC 0.00% New 8 $428
DiNuzzo Private Wealth, Inc. 0.00% New 8 $428
Key Financial Inc 0.00% No change 7 $374
Bear Mountain Capital, Inc. 0.00% No change 5 $282
Sandy Spring Bank 0.00% No change 5 $268
American Capital Advisory, LLC 0.00% No change 4 $238
Baldwin Wealth Partners LLC 0.00% New 4 $214
Manchester Capital Management LLC 0.00% No change 4 $214
MV Capital Management, Inc. 0.00% Reduce -85.7% 3 $161
St Germain D J Co. Inc. 0.00% No change 2 $107
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $107
Proffitt & Goodson Inc. 0.00% New 1 $54
Core Alternative Capital 0.00% No change 1 $54
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $54

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