DocusignDOCU

13F holders, Q3 2024 (September 30)
694holders +27
102new positions
73sold out
10famous investors
$62.08avg. 13F price*

At the end of Q3 2024, 694 institutions reported holding Docusign Inc. (DOCU) in their 13F filings, up 27 from Q2 2024. 102 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($920.6M) and T. Rowe Price Associates Inc. ($424.6M). 10 famous investors held it, including Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Philippe Laffont (0.3% of Coatue 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions102$291.0M
Exits73$193.3M

All 13F filers, Q2 2024 → Q3 2024: 18,726,424 shares bought and 16,673,021 shares sold, net +2,053,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 694 holders

Vanguard Group Inc. 0.02% Add +1.3% 21,875,830 $1.4B
BlackRock, Inc. 0.02% — 14,827,089 $920.6M
T. Rowe Price Associates Inc. 0.05% Add +44.1% 6,838,332 $424.6M
State Street Corp. 0.01% Add +2.3% 5,372,939 $333.6M
American Century Companies Inc. 0.16% Add +9.4% 4,483,848 $278.4M
Capital World Investors 0.04% Add +0.1% 4,190,334 $260.2M
Renaissance Technologies 0.39% Add +11.5% 4,157,988 $258.2M
Newlands Management Operations LLC 1.85% No change 4,122,708 $256.0M
D. E. Shaw & Co. 0.33% Add +1.3% 3,722,011 $231.1M
Jericho Capital Asset Management L.P. 5.31% Add +3.8% 3,549,253 $220.4M
Geode Capital Management, LLC 0.02% Add +1.6% 3,483,184 $215.8M
Pacer Advisors, Inc. 0.46% Reduce -5.0% 3,344,290 $207.6M
Morgan Stanley 0.01% Add +22.7% 2,985,545 $185.4M
Clearbridge Investments, LLC 0.14% Reduce -5.3% 2,764,660 $171.7M
Norges Bank 0.02% Reduce -15.3% 2,446,103 $151.9M
Thrivent Financial for Lutherans 0.27% Add +5.2% 2,277,312 $141.4M
FMR LLC 0.01% Add +16.8% 2,192,885 $136.2M
AQR Capital Management 0.16% Reduce -49.7% 1,838,734 $113.0M
FIL Ltd 0.10% Reduce -5.3% 1,817,304 $112.8M
Acadian Asset Management LLC 0.34% Add +235.6% 1,765,867 $109.6M
Jupiter Asset Management Ltd. 0.93% Add +5.4% 1,706,460 $106.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +14.4% 1,659,367 $103.0M
Two Sigma Advisers, LP 0.23% Reduce -33.4% 1,609,300 $99.9M
Skandinaviska Enskilda Banken AB (publ) 0.44% Add +78.1% 1,542,362 $95.8M
Goldman Sachs Group Inc. 0.02% Add +55.3% 1,485,737 $92.2M
Caisse de depot et placement du Quebec 0.18% Add +42.4% 1,459,580 $90.6M
Coatue Management 0.33% No change 1,422,245 $88.3M
Royal Bank of Canada 0.02% Add +9.2% 1,404,396 $87.2M
Charles Schwab Investment Management Inc. 0.02% Add +1.2% 1,328,355 $82.5M
Robeco Institutional Asset Management B.V. 0.16% Add +7.1% 1,296,517 $80.5M
KBC Group NV 0.22% Add +209.8% 1,156,874 $71.8M
Northern Trust Corp. 0.01% Reduce -5.4% 1,119,970 $69.5M
Susquehanna International Group, LLP 0.12% Reduce -30.1% 1,070,786 $66.5M
Legal & General Group Plc 0.02% Add +11.0% 1,045,754 $64.9M
Bank of New York Mellon Corp 0.01% Reduce -7.4% 1,036,107 $64.3M
First Trust Advisors LP 0.06% Reduce -28.7% 1,004,733 $62.4M
JPMorgan Chase & Co. 0.01% Reduce -0.3% 1,000,249 $62.1M
Ameriprise Financial Inc. 0.02% Add +641.4% 950,961 $59.0M
Bank of America Corp. 0.01% Reduce -26.6% 934,837 $58.0M
Qube Research & Technologies Ltd 0.11% Reduce -6.8% 932,643 $57.9M
Invesco Ltd. 0.01% Add +17.7% 897,965 $55.8M
Panagora Asset Management Inc. 0.24% Reduce -10.5% 818,847 $50.8M
Glenmede Trust Co. NA 0.24% Add +28.5% 793,301 $49.3M
Balyasny Asset Management L.P. 0.13% Add +294.1% 775,041 $48.1M
UBS Group AG 0.01% Add +48.8% 758,170 $47.1M
Schroder Investment Management Group 0.05% Reduce -11.9% 760,999 $46.9M
Capital International Investors 0.01% Reduce -25.8% 718,524 $44.6M
Arrowstreet Capital, Limited Partnership 0.04% New 715,672 $44.4M
Canada Pension Plan Investment Board 0.04% Add +31.9% 688,163 $42.7M
Dimensional Fund Advisors LP 0.01% Add +9.0% 665,473 $41.3M
Swiss National Bank 0.02% No change 608,100 $37.8M
Nordea Investment Management AB 0.04% Add +3.5% 604,923 $37.1M
Franklin Resources Inc. 0.01% Add +12.1% 520,925 $35.9M
Marshall Wace, LLP 0.05% New 557,163 $34.6M
Millennium Management 0.03% Reduce -64.8% 532,874 $33.1M
Nuveen Asset Management, LLC 0.01% Reduce -1.4% 528,687 $32.8M
Primecap Management Co. 0.02% Add +7.8% 487,840 $30.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +10.4% 475,113 $29.5M
Rockefeller Capital Management L.P. 0.08% Reduce -0.5% 463,788 $28.8M
Andra AP-fonden 0.42% Add +8.0% 457,800 $28.4M
Danske Bank A/S 0.09% Add +5.9% 452,256 $28.1M
Clark Capital Management Group, Inc. 0.19% New 444,555 $27.6M
Deutsche Bank AG 0.01% Reduce -21.9% 432,470 $26.9M
Jacobs Levy Equity Management, Inc. 0.10% Reduce -57.2% 423,612 $26.3M
Victory Capital Management Inc. 0.02% Add +211.4% 409,877 $25.4M
Armistice Capital, LLC 0.65% Reduce -32.6% 402,894 $25.0M
Man Group plc 0.07% Add +232.1% 401,141 $24.9M
Blair William & Co. 0.07% Reduce -15.3% 397,043 $24.7M
Citigroup Inc. 0.02% Reduce -36.8% 391,460 $24.3M
Select Equity Group, L.P. 0.09% Reduce -42.0% 382,684 $23.8M
California Public Employees Retirement System 0.02% Add +2.1% 377,221 $23.4M
Squarepoint Ops LLC 0.08% New 372,006 $23.1M
Capital Fund Management S.A. 0.24% Reduce -44.7% 353,222 $21.9M
Federated Hermes, Inc. 0.05% Add +26.6% 347,637 $21.6M
Two Sigma Investments, LP 0.05% Add +49.5% 347,041 $21.5M
Wells Fargo & Company 0.00% Reduce -19.6% 325,650 $20.2M
California State Teachers Retirement System 0.02% Reduce -0.3% 320,370 $19.9M
Aviva PLC 0.05% Add +4.7% 313,195 $19.4M
Driehaus Capital Management LLC 0.16% New 308,542 $19.2M
Aquatic Capital Management LLC 0.48% New 298,300 $18.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -3.4% 295,359 $18.3M
Barclays PLC 0.01% Reduce -1.5% 292,141 $18.1M
Rhumbline Advisers 0.02% Add +0.4% 277,987 $17.3M
Evergreen Capital Management LLC 0.57% Add +3.4% 273,925 $17.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.45% Reduce -3.8% 270,252 $16.8M
LSV Asset Management 0.04% New 267,700 $16.6M
Achmea Investment Management B.V. 0.27% Add +22.5% 263,502 $16.4M
Point72 Asset Management 0.06% Add +8.9% 257,385 $16.0M
Gotham Asset Management 0.16% Add +57.3% 249,004 $15.5M
Assenagon Asset Management S.A. 0.03% Reduce -60.3% 245,215 $15.2M
Russell Investments Group, Ltd. 0.02% Add +29.8% 243,200 $15.0M
Frontier Capital Management Co. LLC 0.14% Add +99.5% 238,493 $14.8M
Teacher Retirement System of Texas 0.07% Add +353.5% 236,889 $14.7M
Susquehanna Portfolio Strategies, LLC 0.99% No change 232,773 $14.5M
ExodusPoint Capital Management, LP 0.15% New 232,016 $14.4M
Cat Rock Capital Management LP 1.63% No change 231,000 $14.3M
Worldquant Millennium Advisors LLC 0.10% New 227,253 $14.1M
Amundi 0.01% Reduce -30.8% 207,207 $13.9M
Alliancebernstein L.P. 0.00% Reduce -20.6% 222,262 $13.8M
State Board of Administration of Florida Retirement System 0.03% Add +0.3% 218,960 $13.6M
Voya Investment Management LLC 0.02% Add +35.6% 208,737 $13.0M
Quantinno Capital Management LP 0.16% Add +39.5% 201,546 $12.5M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -9.8% 200,521 $12.5M
Alight Capital Management LP 4.48% New 200,000 $12.4M
Allianz Asset Management GmbH 0.02% Reduce -14.1% 198,867 $12.3M
Burney Co./ 0.43% Reduce -6.8% 193,282 $12.0M
Pinebridge Investments, L.P. 0.09% Add +16.4% 189,252 $11.8M
LPL Financial LLC 0.01% Reduce -12.4% 186,746 $11.6M
State of Wisconsin Investment Board 0.03% Add +44.0% 183,502 $11.4M
CANADA LIFE ASSURANCE Co 0.02% Reduce -6.1% 179,131 $11.1M
Cubist Systematic Strategies, LLC 0.17% New 179,212 $11.1M
Bank of Montreal 0.01% Reduce -1.6% 178,879 $11.0M
CapitalatWork S.A. 0.37% Add +76.0% 176,000 $10.9M
Empowered Funds, LLC 0.17% Add +225.7% 171,669 $10.7M
Raymond James & Associates 0.01% Add +16.3% 166,406 $10.3M
Lazard Asset Management LLC 0.01% Reduce -49.5% 160,815 $10.0M
Korea Investment CORP 0.02% Reduce -50.0% 152,985 $9.5M
Readystate Asset Management LP 1.18% No change 150,900 $9.4M
Nomura Asset Management Co. Ltd. 0.03% Add +10.1% 148,594 $9.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.29% Reduce -1.7% 148,314 $9.2M
Vinva Investment Management Ltd 0.39% Add +4.6% 149,260 $9.2M
Nishkama Capital, LLC 1.42% Reduce -35.1% 148,017 $9.2M
Retirement Systems of Alabama 0.03% No change 146,095 $9.1M
Pathstone Holdings, LLC 0.04% Add +4.2% 137,343 $8.5M
HSBC Holdings PLC 0.01% Reduce -40.4% 136,816 $8.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +10.8% 135,581 $8.4M
Forsta Ap-Fonden 0.06% Add +2.5% 131,200 $8.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -56.7% 131,196 $8.1M
Macquarie Group Ltd. 0.01% Add +10.8% 130,492 $8.1M
Jane Street Group, LLC 0.01% Reduce -75.9% 128,572 $8.0M
BNP Paribas Financial Markets 0.01% Reduce -56.5% 126,529 $7.9M
Envestnet Asset Management Inc. 0.00% Add +44.2% 126,031 $7.8M
Mediolanum International Funds Ltd 0.11% Reduce -5.5% 126,748 $7.8M
Los Angeles Capital Management LLC 0.03% Reduce -0.1% 125,516 $7.8M
Swedbank AB 0.01% Add +6.1% 124,131 $7.7M
RBF Capital, LLC 0.38% New 120,000 $7.5M
Level Four Advisory Services, LLC 0.31% Add +0.1% 104,456 $7.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +29.2% 116,639 $7.2M
Shearwater Capital LLC 4.90% No change 114,428 $7.1M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -17.7% 112,642 $7.0M
Invenomic Capital Management LP 0.38% Reduce -16.3% 112,189 $7.0M
Walleye Capital LLC 0.08% Reduce -1.8% 111,490 $6.9M
Oak Family Advisors, LLC 2.49% Add +16.4% 111,121 $6.9M
Intech Investment Management LLC 0.08% Reduce -58.0% 111,006 $6.9M
New York State Common Retirement Fund 0.01% Reduce -17.5% 109,237 $6.8M
Ensign Peak Advisors, Inc 0.01% Reduce -20.4% 107,262 $6.7M
Allspring Global Investments Holdings, LLC 0.01% Add +2194.6% 105,688 $6.6M
Parallax Volatility Advisers, L.P. 0.19% Add +424.9% 101,997 $6.3M
Cerity Partners LLC 0.01% Add +39.6% 101,600 $6.3M
Ardmore Road Asset Management LP 0.80% New 100,000 $6.2M
Syon Capital LLC 0.55% No change 99,900 $6.2M
Swiss Life Asset Management Ltd 0.07% Add +218.0% 97,348 $6.0M
Greenwich Wealth Management LLC 0.40% Add +0.1% 93,710 $5.8M
AXA S.A. 0.02% Reduce -17.8% 92,208 $5.7M
Dark Forest Capital Management LP 0.72% Add +21.5% 90,886 $5.6M
Treasurer of the State of North Carolina 0.02% Add +0.4% 88,780 $5.5M
Pictet Asset Management Holding SA 0.01% Reduce -6.7% 83,863 $5.2M
Ceera Investments, LLC 1.96% Add +7.3% 83,833 $5.2M
Gilman Hill Asset Management, LLC 0.86% Add +3.7% 82,447 $5.1M
Prudential Financial Inc. 0.01% Add +18.9% 81,605 $5.1M
Royal London Asset Management Ltd. 0.01% Add +4.5% 80,490 $5.0M
Mn Services Vermogensbeheer B.V. 0.04% No change 80,400 $5.0M
Stifel Financial Corp. 0.01% Reduce -1.7% 79,112 $4.9M
Capital International, Inc. 0.06% Reduce -0.7% 77,484 $4.8M
Public Employees Retirement System of Ohio 0.02% Reduce -0.6% 76,976 $4.8M
Transcend Capital Advisors, LLC 0.32% Reduce -6.1% 76,517 $4.8M
State of New Jersey Common Pension Fund D 0.02% Reduce -0.3% 75,639 $4.7M
Commonwealth Equity Services, LLC 0.01% Reduce -4.9% 74,215 $4.6M
Asset Management One Co., Ltd. 0.02% Reduce -0.4% 73,097 $4.5M
Sirios Capital Management L P 0.79% Reduce -17.0% 71,569 $4.4M
PGGM Investments 0.06% Add +42.6% 71,058 $4.4M
Vontobel Holding Ltd. 0.01% Add +0.1% 67,396 $4.2M
Citadel Advisors 0.00% Reduce -95.4% 66,371 $4.1M
Resona Asset Management Co.,Ltd. 0.02% Reduce -1.3% 62,503 $3.9M
Osaic Holdings, Inc. 0.01% Reduce -2.6% 59,344 $3.7M
Arizona State Retirement System 0.02% Add +3.9% 58,652 $3.6M
Selective Wealth Management, Inc. 1.50% Reduce -11.6% 53,849 $3.6M
Aberdeen Group plc 0.01% Add +67.8% 56,172 $3.5M
HighTower Advisors, LLC 0.01% Reduce -11.0% 55,413 $3.4M
Neuberger Berman Group LLC 0.00% Reduce -0.5% 54,665 $3.4M
Mackenzie Financial Corp. 0.00% Reduce -21.5% 54,028 $3.4M
Concentric Capital Strategies, LP 0.21% Reduce -63.6% 53,884 $3.3M
Investment Management Corp of Ontario 0.07% Add +182.7% 53,635 $3.3M
Manufacturers Life Insurance Company, The 0.00% Add +2.4% 53,508 $3.3M
Handelsbanken Fonder AB 0.01% Reduce -68.5% 53,200 $3.3M
Crestline Management, L.P. 0.19% Reduce -45.8% 52,933 $3.3M
Lecap Asset Management Ltd. 0.71% Add +312.3% 52,858 $3.3M
Illinois Municipal Retirement Fund 0.05% Add +26.8% 52,444 $3.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% — 52,000 $3.2M
Harel Insurance Investments & Financial Services Ltd. 0.05% Add +4.9% 51,231 $3.2M
OMERS ADMINISTRATION Corp 0.03% Add +13.7% 50,641 $3.1M
Sei Investments Co. 0.00% Add +122.0% 49,592 $3.1M
Westbourne Investment Advisors, Inc. 1.07% Add +3.1% 49,290 $3.1M
Y-Intercept (Hong Kong) Ltd 0.18% New 47,957 $3.0M
Cresset Asset Management, LLC 0.01% Add +45.9% 47,093 $2.9M
Martingale Asset Management L P 0.07% Add +45.3% 46,255 $2.9M
ClariVest Asset Management LLC 0.29% No change 53,162 $2.8M
Savant Capital, LLC 0.02% Reduce -20.1% 45,256 $2.8M
Cetera Investment Advisers 0.01% Add +1.5% 45,027 $2.8M
Tidal Investments LLC 0.03% Add +62.8% 44,946 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -12.3% 43,689 $2.7M
Verition Fund Management LLC 0.02% New 42,204 $2.6M
Teza Capital Management LLC 0.28% Add +480.0% 41,821 $2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +3.3% 41,436 $2.6M
Storebrand Asset Management As 0.01% No change 41,381 $2.6M
Two Sigma Securities, LLC 0.20% Add +983.1% 41,222 $2.6M
Bayesian Capital Management, LP 0.29% New 40,465 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -48.8% 40,707 $2.5M
Rathbones Group PLC 0.01% Reduce -5.6% 40,154 $2.5M
Gerber Kawasaki Wealth & Investment Management 0.11% Reduce -27.3% 40,013 $2.5M
Schonfeld Strategic Advisors LLC 0.02% Add +256.4% 39,848 $2.5M
Abacus FCF Advisors LLC 0.57% No change 39,578 $2.5M
Convergence Investment Partners, LLC 0.65% Add +48.3% 38,777 $2.4M
Captrust Financial Advisors 0.01% Add +92.3% 38,587 $2.4M
Executive Wealth Management, LLC 0.18% New 37,660 $2.3M
Silver Lake Advisory, LLC 0.52% New 37,640 $2.3M
IFM Investors Pty Ltd 0.02% Reduce -3.0% 37,549 $2.3M
Nissay Asset Management Corp. /Japan 0.01% Add +1.4% 36,252 $2.3M
Sage Rhino Capital LLC 0.49% Reduce -1.6% 35,923 $2.2M
Xponance LLC 0.02% Reduce -1.4% 35,460 $2.2M
Simplex Trading, LLC 0.07% Add +998.7% 35,412 $2.2M
DekaBank Deutsche Girozentrale 0.00% Reduce -26.9% 35,560 $2.2M
Tredje AP-fonden 0.02% No change 34,634 $2.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -13.2% 34,173 $2.1M
DNB Asset Management AS 0.01% No change 33,600 $2.1M
Wellington Management Group LLP 0.00% Reduce -5.2% 33,508 $2.1M
Steward Partners Investment Advisory, LLC 0.02% Add +328.0% 33,473 $2.1M
Utah Retirement Systems 0.02% No change 33,387 $2.1M
Massachusetts Financial Services Co. 0.00% Add +1.4% 32,391 $2.0M
Advisory Services Network, LLC 0.04% No change 37,586 $2.0M
Cwm, LLC 0.01% Add +3.0% 32,027 $2.0M
Comerica Bank 0.01% Add +57.4% 31,805 $2.0M
Campbell & CO Investment Adviser LLC 0.15% Add +50.8% 31,624 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.7% 31,504 $2.0M
QRG Capital Management, Inc. 0.02% New 31,175 $1.9M
Maverick Capital 0.04% Add +5.1% 30,866 $1.9M
Corient Private Wealth LP 0.00% Add +27.2% 30,748 $1.9M
Destiny Capital Corp 1.16% Reduce -4.7% 26,903 $1.9M
Firsthand Capital Management, Inc. 3.68% Reduce -71.4% 30,000 $1.9M
Meridian Investment Counsel Inc. 0.56% Reduce -3.1% 29,700 $1.8M
Janney Montgomery Scott LLC 0.01% Add +0.8% 28,946 $1.8M
Alberta Investment Management Corp 0.02% Reduce -16.2% 28,900 $1.8M
Private Advisor Group, LLC 0.01% Reduce -3.9% 28,816 $1.8M
Centiva Capital, LP 0.08% Add +30.5% 27,986 $1.7M
Chartwell Investment Partners, LLC 0.06% No change 27,791 $1.7M
Zacks Investment Management 0.01% Reduce -48.7% 26,405 $1.6M
Toronto Dominion Bank 0.00% Add +30.3% 26,159 $1.6M
Sherbrooke Park Advisers LLC 0.37% Reduce -36.7% 26,111 $1.6M
River Global Investors LLP 0.35% Add +0.8% 25,944 $1.6M
Vident Advisory, LLC 0.04% Add +365.1% 25,746 $1.6M
Inspire Advisors, LLC 0.19% Add +47.9% 25,744 $1.6M
Adage Capital Partners Gp, L.L.C. 0.00% New 25,000 $1.6M
Nisa Investment Advisors, LLC 0.01% New 24,203 $1.5M
Oppenheimer & Co. Inc. 0.02% Reduce -15.7% 24,103 $1.5M
Mercer Global Advisors Inc. 0.00% Add +70.5% 24,281 $1.5M
Plato Investment Management Ltd 0.12% No change 23,788 $1.5M
New York Life Investment Management LLC 0.01% Reduce -5.3% 23,762 $1.5M
AMG National Trust Bank 0.04% Reduce -0.2% 23,255 $1.4M
CastleKnight Management LP 0.17% No change 23,000 $1.4M
Graham Capital Management, L.P. 0.08% Add +20.7% 22,920 $1.4M
Dakota Wealth Management 0.03% Reduce -4.2% 22,061 $1.4M
Engineers Gate Manager LP 0.03% Reduce -79.3% 21,991 $1.4M
Mission Creek Capital Partners, Inc. 0.32% Add +4.1% 21,934 $1.4M
Strategic Global Advisors, LLC 0.26% Reduce -1.0% 21,365 $1.3M
Mariner, LLC 0.00% Add +25.8% 21,355 $1.3M
Public Employees Retirement Association of Colorado 0.01% No change 21,332 $1.3M
Virtus Investment Advisers, LLC 1.06% Add +19.8% 21,170 $1.3M
AustralianSuper Pty Ltd 0.01% Reduce -7.3% 21,113 $1.3M
Hohimer Wealth Management, LLC 0.28% Reduce -11.0% 20,981 $1.3M
Crossmark Global Holdings, Inc. 0.02% Reduce -10.8% 20,689 $1.3M
Rafferty Asset Management, LLC 0.00% Reduce -36.6% 20,627 $1.3M
Mitchell & Pahl Private Wealth, LLC 0.60% Add +5.2% 20,610 $1.3M
Ameritas Advisory Services, LLC 0.06% Reduce -10.1% 20,531 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +36.0% 20,039 $1.2M
Lyell Wealth Management, LP 0.11% Reduce -7.0% 19,308 $1.2M
Canton Hathaway, LLC 0.30% Reduce -26.7% 19,205 $1.2M
Edgestream Partners, L.P. 0.05% New 19,163 $1.2M
New York State Teachers Retirement System 0.00% No change 18,692 $1.2M
Kestra Advisory Services, LLC 0.01% Add +9.4% 18,658 $1.2M
Credit Agricole S A 0.01% Add +3.3% 18,654 $1.2M
Washington Trust Advisors, Inc. 0.10% No change 18,279 $1.1M
Elo Mutual Pension Insurance Co 0.02% Reduce -3.9% 18,109 $1.1M
STRS Ohio 0.00% New 17,895 $1.1M
ING Groep NV 0.01% New 17,701 $1.1M
Resonant Capital Advisors, LLC 0.08% Add +0.9% 17,516 $1.1M
Principal Financial Group Inc. 0.00% Reduce -1.2% 17,488 $1.1M
Meeder Asset Management Inc. 0.07% New 17,265 $1.1M
Kerrisdale Advisers, LLC 0.36% Add +59.7% 17,015 $1.1M
Point72 Hong Kong Ltd 0.08% Reduce -46.2% 16,996 $1.1M
CWA Asset Management Group, LLC 0.05% — 16,589 $1.0M
TD Asset Management Inc 0.00% Reduce -0.2% 16,573 $1.0M
GTS Securities LLC 0.02% Reduce -9.8% 16,352 $1.0M
Avantax Advisory Services, Inc. 0.01% Add +1.3% 16,315 $1.0M
Ieq Capital, LLC 0.01% Reduce -0.4% 16,244 $1.0M
Heron Bay Capital Management 0.21% Add +3.8% 16,184 $1.0M
Atria Wealth Solutions, Inc. 0.01% Add +10.4% 16,126 $1.0M
Brevan Howard Capital Management LP 0.05% New 16,077 $998K
Freestone Capital Holdings, LLC 0.03% Reduce -3.3% 16,019 $995K
Gulf International Bank (UK) Ltd 0.03% Reduce -5.7% 15,967 $991K
Eagle Harbor Asset Management Inc. 0.98% Add +3.7% 15,917 $988K
Daiwa Securities Group Inc. 0.00% Reduce -5.1% 15,533 $964K
Versor Investments LP 0.15% Reduce -40.2% 15,302 $950K
Merit Financial Group, LLC 0.02% Add +21.3% 15,164 $942K
Y.D. More Investments Ltd 0.10% Reduce -10.2% 17,166 $932K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -0.9% 14,919 $926K
Acorn Financial Advisory Services Inc. 0.16% Reduce -13.4% 14,769 $917K
Cannon Global Investment Management, LLC 2.19% Add +3.0% 14,725 $914K
Inspire Investing, LLC 0.09% New 14,668 $911K
Baird Financial Group, Inc. 0.00% Reduce -6.7% 14,639 $909K
Wealth Enhancement Advisory Services, LLC 0.00% Add +77.8% 14,603 $907K
Creative Planning 0.00% Add +5.6% 14,453 $897K
Jones Financial Companies LLLP 0.00% Add +159.5% 14,485 $893K
IMA Advisory Services, Inc. 0.19% New 14,265 $886K
Natixis Advisors, LLC 0.00% New 14,058 $873K
National Bank of Canada 0.00% Reduce -8.6% 13,848 $860K
Sanctuary Advisors, LLC 0.01% Reduce -38.4% 10,149 $843K
Amalgamated Bank 0.01% Reduce -1.2% 13,562 $842K
Titleist Asset Management, LLC 0.12% Reduce -44.9% 13,435 $834K
Linden Thomas Advisory Services, LLC 0.11% Add +0.8% 13,391 $831K
Diversified Trust Co. 0.02% Reduce -0.3% 13,088 $813K
MetLife Investment Management, LLC 0.00% Reduce -1.9% 12,807 $795K
Moran Wealth Management, LLC 0.02% Add +58.8% 12,670 $787K
Hillsdale Investment Management Inc. 0.06% Add +18.0% 12,440 $772K
Green Alpha Advisors, LLC 0.59% Reduce -4.7% 12,177 $756K
Fox Run Management, L.L.C. 0.17% New 12,130 $753K
Baader Bank Aktiengesellschaft 0.06% Reduce -30.6% 12,164 $752K
Janus Henderson Group PLC 0.00% Add +13.1% 12,110 $752K
MML Investors Services, LLC 0.00% Add +60.5% 12,034 $747K
Cibc World Markets Corp. 0.01% Add +7.7% 11,929 $741K
Vanguard Personalized Indexing Management, LLC 0.01% Add +17.4% 11,831 $735K
Maryland State Retirement & Pension System 0.02% Reduce -25.6% 11,628 $722K
Woodline Partners LP 0.01% New 11,584 $719K
DAVENPORT & Co LLC 0.00% Add +1.1% 11,463 $712K
O'shaughnessy Asset Management, LLC 0.01% Add +22.1% 10,257 $706K
Summit Global Investments 0.04% Add +5.4% 11,305 $702K
Bokf, NA 0.01% Reduce -8.6% 11,022 $694K
Quattro Financial Advisors LLC 0.19% No change 10,000 $684K
Oak Harvest Investment Services 0.10% New 11,000 $683K
MAI Capital Management 0.01% Reduce -17.9% 10,961 $681K
NewEdge Wealth, LLC 0.01% Add +0.1% 10,837 $673K
Summit Trail Advisors, LLC 0.02% Reduce -13.1% 10,812 $671K
Carrera Capital Advisors 0.16% New 10,731 $666K
M&T Bank Corp 0.00% Add +5.5% 10,697 $664K
Aspiriant, LLC 0.02% Add +0.0% 10,549 $655K
&partners 0.01% Add +38.1% 10,513 $646K
Jackson Creek Investment Advisors LLC 0.19% Add +63.8% 10,356 $643K
SeaCrest Wealth Management, LLC 0.07% Reduce -3.8% 10,333 $642K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -0.7% 10,242 $636K
Simplicity Wealth,LLC 0.06% Add +0.5% 10,232 $635K
Affinity Investment Advisors, LLC 0.43% No change 10,113 $628K
Brighton Jones LLC 0.02% Reduce -24.0% 10,071 $625K
Bank of Nova Scotia 0.00% Reduce -7.8% 9,922 $616K
Commerce Bank 0.00% Add +3.6% 9,852 $612K
Wolverine Trading, LLC 0.02% Add +10.9% 9,699 $598K
Prudential PLC 0.00% New 9,495 $590K
Wealth Management Associates, Inc. 0.26% Reduce -4.6% 9,420 $585K
iA Global Asset Management Inc. 0.01% Add +24.5% 9,358 $581K
Focus Partners Wealth 0.00% New 9,234 $573K
Patriot Financial Group Insurance Agency, LLC 0.08% New 9,211 $572K
Federation des caisses Desjardins du Quebec 0.00% Reduce -0.9% 9,143 $567K
RMR Wealth Builders 0.06% Reduce -0.7% 9,108 $566K
SG Americas Securities, LLC 0.00% Reduce -47.6% 9,062 $563K
Bollard Group LLC 0.01% No change 9,053 $562K
Prairie Wealth Advisors, Inc. 0.28% Reduce -6.7% 9,019 $560K
Unique Wealth Strategies, LLC 0.24% Add +8.6% 9,012 $560K
Foundry Partners, LLC 0.03% New 8,899 $553K
Left Brain Wealth Management, LLC 0.26% Reduce -0.5% 8,839 $549K
Atria Investments, Inc 0.01% Add +1.1% 8,836 $549K
Financial Advocates Investment Management 0.03% Reduce -12.8% 8,537 $530K
Profund Advisors LLC 0.02% Reduce -34.1% 8,492 $527K
Beck Capital Management, LLC 0.14% Add +6.9% 8,485 $527K
Garde Capital, Inc. 0.03% No change 8,386 $521K
PNC Financial Services Group, Inc. 0.00% Reduce -20.0% 8,341 $518K
Rehmann Capital Advisory Group 0.03% Reduce -4.7% 8,085 $514K
BNP Paribas 0.02% No change 8,300 $514K
APG Asset Management N.V. 0.00% Reduce -95.8% 9,221 $513K
Intellectus Partners, LLC 0.13% Reduce -9.1% 7,977 $495K
J.W. Cole Advisors, Inc. 0.02% Add +2.0% 7,946 $493K
Independent Financial Group, LLC 0.02% Reduce -16.7% 7,923 $492K
Machina Capital S.A.S. 0.20% New 7,918 $492K
Rodgers Brothers Inc. 0.06% Reduce -1.9% 7,840 $487K
XTX Topco Ltd 0.03% Reduce -79.9% 7,615 $473K
Essex Financial Services, Inc. 0.03% Reduce -2.4% 6,682 $472K
Gilbert & Cook, Inc. 0.06% Reduce -3.3% 7,503 $466K
Guggenheim Capital LLC 0.00% Reduce -32.1% 7,485 $465K
Boothbay Fund Management, LLC 0.02% New 7,451 $463K
CIBC Asset Management Inc 0.00% Add +5.4% 7,293 $453K
Prosperity Wealth Management, Inc. 0.18% Add +0.6% 7,290 $453K
DC Investments Management, LLC 0.32% No change 7,279 $452K
Pinnacle Associates Ltd. 0.01% Add +51.1% 7,567 $450K
Marex Group Ltd 0.01% Reduce -16.6% 7,238 $449K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 7,077 $439K
International Assets Investment Management, LLC 0.04% Reduce -7.2% 7,069 $439K
Dynamic Technology Lab Private Ltd 0.05% Reduce -87.4% 7,059 $438K
Patten & Patten Inc. 0.03% Reduce -42.6% 7,009 $435K
PFG Investments, LLC 0.03% Reduce -9.6% 6,971 $433K
Hilltop Holdings Inc. 0.03% Reduce -31.3% 6,834 $424K
Pallas Capital Advisors LLC 0.02% New 5,977 $422K
Venturi Wealth Management, LLC 0.02% Add +19.9% 6,722 $417K
Essex LLC 0.09% Reduce -5.4% 6,688 $415K
Formidable Asset Management, LLC 0.07% Reduce -8.5% 6,628 $412K
Comprehensive Financial Management LLC 0.01% No change 6,593 $409K
Leonteq Securities AG 0.05% Reduce -15.3% 6,589 $409K
Ostrum Asset Management 0.03% Add +1.2% 6,524 $405K
Ridgewood Investments LLC 0.20% Reduce -19.0% 6,385 $396K
Pzena Investment Management LLC 0.00% Reduce -21.4% 6,379 $396K
Picton Mahoney Asset Management 0.02% Add +129.5% 6,394 $396K
Americana Partners, LLC 0.03% Add +27.6% 6,332 $393K
NewEdge Advisors, LLC 0.00% Reduce -30.0% 6,276 $390K
Axiom Advisory, LLC 0.00% Add +1.6% 6,848 $384K
Bennett Selby Investments LP 0.16% Reduce -11.9% 6,071 $377K
Wealthspire Advisors, LLC 0.00% Reduce -9.1% 6,063 $376K
Philip James Wealth Mangement, LLC 0.05% New 5,970 $371K
Asahi Life Asset Management Co., LTD. 0.22% New 5,890 $366K
Meiji Yasuda Life Insurance Co 0.01% No change 5,876 $365K
Citizens Financial Group Inc. 0.01% Reduce -17.8% 5,857 $364K
Audent Global Asset Management, LLC 0.60% Reduce -66.5% 5,683 $353K
NorthCoast Asset Management LLC 0.00% New 5,715 $350K
Bristlecone Advisors, LLC 0.03% Reduce -0.1% 5,554 $345K
Western Wealth Management, LLC 0.02% Reduce -1.1% 5,528 $343K
Principal Securities, Inc. 0.01% Add +230.9% 5,516 $342K
DRW Securities, LLC 0.02% New 5,460 $339K
Centaurus Financial, Inc. 0.02% Reduce -9.3% 5,440 $338K
Oppenheimer Asset Management Inc. 0.00% Add +9.7% 5,442 $338K
UniSuper Management Pty Ltd 0.00% Reduce -61.7% 5,400 $335K
Waverly Advisors, LLC 0.01% Reduce -85.9% 5,365 $333K
FinTrust Capital Advisors, LLC 0.06% Reduce -3.1% 5,515 $328K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 5,262 $327K
Palogic Value Management, L.P. 0.13% Reduce -0.7% 5,252 $326K
Caprock Group, LLC 0.01% New 5,145 $319K
Donoghue Forlines LLC 0.09% New 5,139 $319K
Choreo, LLC 0.00% Add +17.1% 5,182 $318K
Townsquare Capital LLC 0.00% Add +3.7% 5,103 $317K
Legacy Financial Advisors, Inc. 0.05% No change 5,058 $314K
B. Metzler seel. Sohn & Co. Holding AG 0.00% — 5,025 $312K
B. Metzler seel. Sohn & Co. AG 0.00% No change 5,025 $312K
Obermeyer Wealth Partners 0.02% No change 5,000 $310K
Walleye Trading LLC 0.01% No change 5,000 $310K
Integrated Wealth Concepts LLC 0.00% Reduce -0.5% 4,964 $308K
Harvest Fund Management Co., Ltd 0.02% New 4,926 $306K
Ariadne Wealth Management, LP 0.16% New 3,927 $300K
Kestra Private Wealth Services, LLC 0.01% Reduce -17.6% 4,752 $295K
Sigma Planning Corp 0.01% Add +2.3% 4,703 $292K
Flagship Harbor Advisors, LLC 0.02% Reduce -3.7% 4,674 $290K
Truist Financial Corp. 0.00% Reduce -49.2% 4,638 $288K
Compound Planning, Inc. 0.02% Add +21.4% 4,626 $287K
Vestcor Inc 0.01% No change 4,619 $287K
Pingora Partners LLC 0.20% No change 4,600 $286K
DMC Group, LLC 0.23% Add +4.6% 4,561 $283K
LGT Group Foundation 0.00% New 3,540 $281K
Sovereign Financial Group, Inc. 0.07% Add +4.3% 4,487 $279K
Independent Advisor Alliance 0.01% Reduce -12.0% 4,465 $277K
Griffin Asset Management, Inc. 0.03% No change 4,450 $276K
Optimist Retirement Group LLC 0.12% Add +3.8% 4,416 $274K
Arax Advisory Partners 0.02% Add +11.6% 4,381 $272K
Impact Partnership Wealth, LLC 0.06% Reduce -0.5% 4,373 $271K
Silvant Capital Management LLC 0.01% Reduce -2.4% 4,355 $270K
Aaron Wealth Advisors LLC 0.03% New 4,334 $269K
Farther Finance Advisors, LLC 0.01% Add +41.7% 4,320 $268K
Ossiam 0.01% Add +15.9% 4,235 $263K
Gries Financial LLC 0.05% Reduce -29.5% 4,164 $259K
Tairen Capital Ltd 0.01% New 3,700 $257K
Motley Fool Asset Management LLC 0.02% Add +0.8% 4,147 $255K
Synergy Financial Group, LTD 0.24% Reduce -0.5% 4,101 $255K
Magnetar Financial LLC 0.01% New 4,032 $250K
Kapitalo Investimentos Ltda 0.06% Reduce -33.3% 3,995 $248K
Csenge Advisory Group 0.01% Reduce -72.6% 3,545 $244K
Bridgewater Associates 0.00% Reduce -97.0% 3,927 $244K
Journey Strategic Wealth LLC 0.01% New 3,914 $243K
Clear Creek Financial Management, LLC 0.03% Reduce -20.0% 3,902 $242K
Corebridge Financial, Inc. 0.00% Reduce -3.5% 3,901 $242K
State of Alaska, Department of Revenue 0.00% Reduce -52.3% 3,895 $241K
Wealthfront Advisers LLC 0.00% New 3,878 $241K
Exchange Traded Concepts, LLC 0.01% Add +2689.1% 3,849 $239K
United Advisor Group, LLC 0.05% Reduce -7.1% 3,841 $238K
Claret Asset Management Corp 0.04% Add +0.5% 3,839 $238K
Claro Advisors Inc. 0.03% New 3,793 $236K
Aspen Investment Management Inc 0.11% Reduce -0.4% 3,735 $232K
Park Avenue Securities LLC 0.00% New 3,726 $231K
Rakuten Investment Management, Inc. 0.00% Add +32.6% 3,745 $231K
Sterling Capital Management LLC 0.00% — 3,712 $230K
Stephens Inc. 0.00% Reduce -4.1% 3,632 $226K
Metis Global Partners, LLC 0.01% New 3,609 $224K
US Bancorp \de 0.00% Add +12.6% 3,561 $221K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -59.0% 3,497 $219K
Burton Enright Welch 0.05% New 3,499 $217K
Integrated Advisors Network LLC 0.01% New 3,492 $217K
Financial Partners Group, Inc 0.03% New 3,486 $216K
Geneos Wealth Management Inc. 0.01% No change 3,469 $215K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +13.5% 3,466 $214K
SYM FINANCIAL Corp 0.03% New 3,389 $210K
United Capital Financial Advisors, LLC 0.00% New 3,353 $208K
Dorsey & Whitney Trust CO LLC 0.01% New 3,345 $208K
EP Wealth Advisors, LLC 0.00% New 3,308 $205K
Covestor Ltd 0.13% Add +5.8% 3,306 $205K
Knollwood Investment Advisory, LLC 0.02% New 3,301 $205K
Apollon Wealth Management, LLC 0.01% New 3,262 $203K
Tyche Wealth Partners LLC 0.05% New 3,250 $202K
Sunbelt Securities, Inc. 0.02% Reduce -4.8% 3,247 $202K
Freedom Investment Management, Inc. 0.02% New 3,245 $201K
Baker Avenue Asset Management, LP 0.01% New 3,237 $201K
Twin Lakes Capital Management, LLC 0.13% Reduce -1.3% 3,230 $201K
V-Square Quantitative Management LLC 0.03% Add +6.0% 3,019 $187K
E. Ohman J:or Asset Management AB 0.00% New 3,000 $186K
Transcendent Capital Group LLC 0.09% New 2,892 $180K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -8.1% 2,775 $172K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -57.3% 2,316 $170K
Natixis 0.00% Reduce -54.6% 2,733 $170K
Caz Investments LP 0.16% Add +50.0% 3,000 $169K
Parallel Advisors, LLC 0.00% Add +3.5% 2,581 $160K
Global Trust Asset Management, LLC 0.05% Add +117.7% 2,368 $147K
CIBC Private Wealth Group LLC 0.00% Add +74.7% 2,081 $129K
AlphaQuest LLC 0.01% Reduce -80.4% 2,067 $128K
Versant Capital Management, Inc 0.03% Add +36.4% 1,954 $121K
Earned Wealth Advisors, LLC 0.04% New 1,913 $119K
Fourpath Capital Management, LLC 0.02% New 1,891 $117K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +27.1% 1,721 $107K
State of Wyoming 0.01% Add +188.4% 1,638 $102K
Signaturefd, LLC 0.00% Reduce -7.2% 1,503 $93K
West Tower Group, LLC 0.20% Add +50.0% 1,500 $93K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +400.0% 1,500 $93K
Castleview Partners, LLC 0.05% Add +4530.0% 1,389 $86K
Horizon Investments, LLC 0.00% Reduce -1.3% 1,330 $83K
Blue Trust, Inc. 0.00% Add +1355.9% 1,485 $79K
Westpac Banking Corp. 0.01% New 1,252 $78K
C M Bidwell & Associates Ltd. 0.05% Reduce -9.4% 1,250 $78K
EverSource Wealth Advisors, LLC 0.00% Reduce -19.5% 1,244 $77K
Integrated Investment Consultants, LLC 0.02% New 59,760 $75K
Truvestments Capital LLC 0.02% New 1,189 $74K
First Pacific Financial 0.02% No change 1,092 $68K
Coppell Advisory Solutions LLC 0.01% Add +39.0% 1,069 $66K
Global Retirement Partners, LLC 0.00% Add +53.1% 1,055 $66K
Clearstead Advisors, LLC 0.00% No change 1,014 $63K
CI Investments Inc. 0.00% Add +9.2% 975 $61K
Financial Perspectives, Inc 0.02% No change 981 $61K
CoreCap Advisors, LLC 0.00% New 958 $59K
City State Bank 0.02% No change 899 $56K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -35.9% 893 $55K
Harbour Investments, Inc. 0.00% Reduce -14.8% 838 $52K
Huntington National Bank 0.00% Reduce -6.1% 829 $51K
Wilmington Savings Fund Society, FSB 0.00% New 819 $51K
IFP Advisors, Inc 0.00% Add +12.5% 801 $50K
Reston Wealth Management LLC 0.02% New 750 $47K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -93.7% 753 $46K
Allworth Financial LP 0.00% Reduce -11.4% 743 $46K
Beacon Capital Management, LLC 0.01% No change 721 $45K
Whittier Trust Co. 0.00% No change 715 $44K
Virtus Fund Advisers, LLC 0.17% No change 688 $43K
Rakuten Securities, Inc. 0.02% Reduce -11.2% 659 $41K
Wolff Wiese Magana LLC 0.03% Add +13.4% 624 $39K
Capital Advisors, Ltd. LLC 0.00% Add +0.9% 563 $35K
ZynergyRetirementPlanningLLC 0.02% No change 557 $35K
Lindbrook Capital, LLC 0.00% Add +21.1% 533 $33K
Brooklyn Investment Group 0.01% New 527 $33K
Private Trust Co. NA 0.00% No change 515 $32K
Cornerstone Planning Group LLC 0.01% Reduce -0.2% 434 $30K
Itau Unibanco Holding S.A. 0.00% New 443 $28K
Bank & Trust Co 0.02% Reduce -4.3% 424 $26K
TD Waterhouse Canada Inc. 0.00% Reduce -32.0% 414 $25K
North Star Investment Management Corp. 0.00% No change 406 $25K
Avior Wealth Management, LLC 0.00% Reduce -20.8% 397 $25K
Ancora Advisors LLC 0.00% No change 385 $24K
Performa Ltd (US), LLC 0.01% No change 360 $22K
FNY Investment Advisers, LLC 0.01% New 350 $21K
GeoWealth Management, LLC 0.00% New 316 $20K
NCP Inc. 0.01% No change 300 $19K
SWAN Capital LLC 0.01% No change 300 $19K
Tower Research Capital LLC (TRC) 0.00% Reduce -95.4% 285 $18K
Continuum Advisory, LLC 0.00% Add +5.9% 215 $17K
Rise Advisors, LLC 0.01% Reduce -44.8% 274 $17K
WR Wealth Planners, LLC 0.00% Reduce -2.5% 274 $17K
Hantz Financial Services, Inc. 0.00% Reduce -3.5% 273 $17K
Activest Wealth Management 0.01% No change 269 $17K
Pacifica Partners Inc. 0.01% Add +82.8% 265 $16K
Advisors Asset Management, Inc. 0.00% New 262 $16K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 255 $16K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 251 $16K
Smartleaf Asset Management LLC 0.00% Add +46.2% 250 $15K
PSI Advisors, LLC 0.00% No change 239 $15K
Glen Eagle Advisors, LLC 0.00% No change 239 $15K
Adirondack Trust Co. 0.01% No change 235 $15K
CVA Family Office, LLC 0.00% No change 235 $15K
Grove Bank & Trust 0.00% No change 232 $14K
Tradewinds Capital Management, LLC 0.00% Add +50.0% 225 $14K
Strategic Investment Solutions, Inc. 0.00% No change 225 $14K
LRI Investments, LLC 0.00% No change 171 $14K
Quarry LP 0.00% Reduce -78.8% 210 $13K
TD Private Client Wealth LLC 0.00% New 204 $13K
Planning Capital Management Corp 0.01% Add +33.3% 200 $12K
Optimum Investment Advisors 0.01% No change 200 $12K
SRH Advisors, LLC 0.00% No change 200 $12K
Montag A & Associates Inc. 0.00% No change 200 $12K
HM Payson & Co. 0.00% No change 200 $12K
Quent Capital, LLC 0.00% Reduce -40.2% 199 $12K
WealthCollab, LLC 0.01% Add +162.7% 197 $12K
First Horizon Advisors, Inc. 0.00% Add +308.3% 196 $12K
GAMMA Investing LLC 0.00% Reduce -19.8% 195 $12K
Main Street Group, LTD 0.01% No change 185 $11K
GoalVest Advisory LLC 0.00% No change 181 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 169 $10K
Cullen/Frost Bankers, Inc. 0.00% Add +1418.2% 167 $10K
NewSquare Capital LLC 0.00% No change 153 $10K
IAG Wealth Partners, LLC 0.00% No change 140 $9K
Ashburton (Jersey) Ltd 0.00% No change 133 $8K
Financial Management Professionals, Inc. 0.00% No change 129 $8K
Private Wealth Management Group, LLC 0.00% Add +27.3% 126 $8K
Strengthening Families & Communities, LLC 0.00% No change 126 $8K
Oarsman Capital, Inc. 0.00% New 125 $8K
Salem Investment Counselors Inc. 0.00% No change 118 $7K
Larson Financial Group LLC 0.00% Reduce -21.5% 117 $7K
Spire Wealth Management 0.00% No change 115 $7K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -17.9% 128 $7K
Avion Wealth 0.00% Add +19.0% 119 $7K
Colonial Trust Advisors 0.00% No change 110 $7K
Bogart Wealth, LLC 0.00% No change 108 $7K
PFS Partners, LLC 0.00% No change 105 $7K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 100 $6K
Addison Advisors LLC 0.00% No change 100 $6K
Nordwand Advisors, LLC 0.00% No change 100 $6K
Rothschild Investment LLC 0.00% No change 100 $6K
Macroview Investment Management LLC 0.01% Reduce -23.6% 97 $6K
Tsfg, LLC 0.00% No change 92 $6K
Parkside Financial Bank & Trust 0.00% Reduce -10.3% 96 $6K
Hollencrest Capital Management 0.00% No change 90 $6K
Quadrant Capital Group LLC 0.00% Add +3.7% 84 $5K
Hemington Wealth Management 0.00% New 73 $5K
Capital Analysts, LLC 0.00% Reduce -84.9% 80 $5K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -86.9% 79 $5K
Bessemer Group Inc. 0.00% New 80 $5K
Tidemark, LLC 0.00% No change 79 $5K
Nemes Rush Group LLC 0.00% No change 81 $5K
McIlrath & Eck, LLC 0.00% No change 75 $5K
Elevation Wealth Partners, LLC 0.00% No change 72 $4K
Jaffetilchin Investment Partners, LLC 0.00% New 68 $4K
Brown Brothers Harriman & Co. 0.00% New 67 $4K
Lanark Financial, Inc. 0.00% No change 66 $4K
Assetmark, Inc. 0.00% Add +56.8% 58 $4K
Asset Dedication, LLC 0.00% Reduce -56.6% 53 $3K
UMB Bank, n.a. 0.00% No change 53 $3K
Bell Investment Advisors, Inc 0.00% Reduce -21.2% 52 $3K
Bartlett & Co. Wealth Management LLC 0.00% No change 52 $3K
Bfsg, LLC 0.00% No change 50 $3K
Valley National Advisers Inc. 0.00% Reduce -41.7% 63 $3K
Creekmur Asset Management LLC 0.00% Reduce -7.8% 47 $3K
Concourse Financial Group Securities, Inc. 0.00% Reduce -43.8% 45 $3K
Tucker Asset Management LLC 0.00% No change 44 $3K
GHP Investment Advisors, Inc. 0.00% No change 44 $3K
Gleason Group, Inc. 0.00% Reduce -2.3% 43 $3K
Westside Investment Management, Inc. 0.00% No change 40 $2K
Anfield Capital Management, LLC 0.00% No change 30 $2K
Caitlin John, LLC 0.00% No change 19 $2K
Anchor Investment Management, LLC 0.00% No change 25 $2K
Sachetta, LLC 0.00% Add +4.8% 22 $1K
CNB Bank 0.00% Reduce -91.5% 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
BOK Financial Private Wealth, Inc. 0.00% New 20 $1K
MV Capital Management, Inc. 0.00% Add +566.7% 20 $1K
Solstein Capital, LLC 0.00% No change 18 $1K
Ascentis Independent Advisors 0.00% New 18 $1K
Fifth Third Bancorp 0.00% New 15 $931
Trust Co. of Vermont 0.00% New 15 $931
Valued Wealth Advisors LLC 0.00% No change 13 $808
Mather Group, Llc. 0.00% Reduce -97.8% 13 $807
Vermillion & White Wealth Management Group, LLC 0.00% No change 12 $745
Pittenger & Anderson Inc. 0.00% No change 11 $683
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -97.8% 11 $683
St. Johns Investment Management Company, LLC 0.00% No change 10 $621
Mb, Levis & Associates, LLC 0.00% No change 10 $621
Abound Wealth Management 0.00% New 10 $621
ORG Partners LLC 0.00% Reduce -92.4% 10 $620
Riverview Trust Co 0.00% New 9 $559
Painted Porch Advisors LLC 0.00% No change 9 $559
True Wealth Design, LLC 0.00% Reduce -18.2% 9 $559
Glass Jacobson Investment Advisors llc 0.00% No change 8 $497
Highline Wealth Partners LLC 0.00% New 8 $497
AdvisorNet Financial, Inc 0.00% Reduce -71.4% 8 $497
Voisard Asset Management Group, Inc. 0.00% New 7 $435
Key Financial Inc 0.00% No change 7 $435
Bear Mountain Capital, Inc. 0.00% No change 5 $350
SJS Investment Consulting Inc. 0.00% Reduce -58.3% 5 $311
PayPay Securities Corp 0.03% Reduce -61.5% 5 $310
American Capital Advisory, LLC 0.00% No change 4 $249
Manchester Capital Management LLC 0.00% No change 4 $249
JFS Wealth Advisors, LLC 0.00% Reduce -93.5% 2 $125
St Germain D J Co. Inc. 0.00% No change 2 $124
DHJJ Financial Advisors, Ltd. 0.00% Reduce -50.0% 1 $63
DiNuzzo Private Wealth, Inc. 0.00% Reduce -87.5% 1 $63
NBT Bank, N.A. 0.00% New 1 $62
Core Alternative Capital 0.00% No change 1 $62
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $62
Pineridge Advisors LLC 0.00% New 1 $62
Ascentis Wealth Management, LLC 0.00% — 1 $62

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