DocusignDOCU
13F holders, Q4 2024 (December 31)819holders +125
166new positions
88sold out
7famous investors
$89.96avg. 13F price*
At the end of Q4 2024, 819 institutions reported holding Docusign Inc. (DOCU) in their 13F filings, up 125 from Q3 2024. 166 opened new positions and 88 sold out. The largest holders were BlackRock, Inc. ($2.3B), Vanguard Group Inc. ($2.0B) and State Street Corp. ($735.5M). 7 famous investors held it, including Jim Simons / Peter Brown (0.6% of Renaissance Technologies's portfolio), Philippe Laffont (0.4% of Coatue Management's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).
- Company
- Docusign Inc.
- CUSIP
- 256163106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 166 | $598.3M |
| Exits | 88 | $344.9M |
All 13F filers, Q3 2024 → Q4 2024: 42,429,015 shares bought and 30,451,064 shares sold, net +11,977,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 819 holders
| BlackRock, Inc. | 0.05% | Add +73.8% | 25,767,564 | $2.3B |
| Vanguard Group Inc. | 0.03% | Reduce -0.7% | 21,729,878 | $2.0B |
| State Street Corp. | 0.03% | Add +52.2% | 8,176,477 | $735.5M |
| FMR LLC | 0.03% | Add +178.2% | 6,101,024 | $548.7M |
| American Century Companies Inc. | 0.28% | Add +18.6% | 5,315,459 | $478.1M |
| Jericho Capital Asset Management L.P. | 6.11% | Add +34.0% | 4,754,753 | $427.6M |
| Renaissance Technologies | 0.58% | Add +4.9% | 4,363,292 | $392.4M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -37.3% | 4,291,246 | $386.0M |
| Capital World Investors | 0.06% | No change | 4,190,334 | $376.9M |
| Newlands Management Operations LLC | 2.33% | No change | 4,122,708 | $370.8M |
| Geode Capital Management, LLC | 0.03% | Add +7.2% | 3,732,363 | $335.1M |
| Invesco Ltd. | 0.06% | Add +283.9% | 3,447,275 | $310.0M |
| Morgan Stanley | 0.02% | Reduce -2.6% | 2,907,212 | $261.5M |
| Clearbridge Investments, LLC | 0.20% | Reduce -3.2% | 2,677,010 | $240.8M |
| Norges Bank | 0.03% | Add +1.4% | 2,481,608 | $223.2M |
| Thrivent Financial for Lutherans | 0.41% | Add +1.8% | 2,318,137 | $208.5M |
| Arrowstreet Capital, Limited Partnership | 0.16% | Add +201.6% | 2,158,311 | $194.1M |
| Northern Trust Corp. | 0.03% | Add +77.2% | 1,984,378 | $178.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +3.0% | 1,709,807 | $153.8M |
| Bank of New York Mellon Corp | 0.03% | Add +61.5% | 1,673,612 | $150.5M |
| KBC Group NV | 0.38% | Add +32.7% | 1,535,107 | $138.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.61% | Reduce -3.8% | 1,483,374 | $136.0M |
| Amundi | 0.04% | Add +565.8% | 1,379,575 | $123.5M |
| Coatue Management | 0.41% | Reduce -5.6% | 1,343,053 | $120.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.0% | 1,341,953 | $120.7M |
| First Trust Advisors LP | 0.11% | Add +31.8% | 1,324,689 | $119.1M |
| Legal & General Group Plc | 0.03% | Add +22.4% | 1,280,216 | $115.1M |
| AQR Capital Management | 0.14% | Reduce -32.2% | 1,245,871 | $112.1M |
| Ameriprise Financial Inc. | 0.03% | Add +24.7% | 1,186,106 | $106.7M |
| UBS Group AG | 0.02% | Add +52.4% | 1,155,364 | $103.9M |
| Caisse de depot et placement du Quebec | 0.21% | Reduce -21.9% | 1,139,757 | $102.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -24.3% | 1,124,207 | $101.1M |
| Holocene Advisors, LP | 0.31% | New | 1,062,663 | $95.6M |
| Bank of America Corp. | 0.01% | Reduce -2.5% | 910,972 | $81.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.2% | 868,083 | $78.1M |
| Schroder Investment Management Group | 0.07% | Add +8.4% | 825,227 | $75.7M |
| Nordea Investment Management AB | 0.08% | Add +35.4% | 819,221 | $74.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +23.6% | 822,314 | $74.0M |
| Jupiter Asset Management Ltd. | 0.68% | Reduce -54.4% | 778,741 | $70.0M |
| Robeco Institutional Asset Management B.V. | 0.13% | Reduce -40.8% | 768,177 | $69.1M |
| Acadian Asset Management LLC | 0.20% | Reduce -56.8% | 762,715 | $68.6M |
| Glenmede Trust Co. NA | 0.35% | Reduce -4.2% | 760,167 | $68.4M |
| Clark Capital Management Group, Inc. | 0.43% | Add +52.6% | 678,466 | $61.0M |
| Teacher Retirement System of Texas | 0.21% | Add +173.6% | 648,209 | $58.3M |
| Royal Bank of Canada | 0.01% | Reduce -55.4% | 627,124 | $56.4M |
| Barclays PLC | 0.03% | Add +113.3% | 623,002 | $56.0M |
| Rhumbline Advisers | 0.05% | Add +118.8% | 608,123 | $54.7M |
| Panagora Asset Management Inc. | 0.25% | Reduce -26.0% | 605,636 | $54.5M |
| Primecap Management Co. | 0.04% | Add +17.8% | 574,530 | $51.7M |
| Swiss National Bank | 0.03% | Reduce -5.7% | 573,400 | $51.6M |
| Principal Financial Group Inc. | 0.03% | Add +3026.7% | 546,796 | $49.2M |
| Deutsche Bank AG | 0.02% | Add +26.3% | 546,078 | $49.1M |
| Fiera Capital Corp | 0.15% | New | 532,802 | $47.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.0% | 523,192 | $47.1M |
| Franklin Resources Inc. | 0.01% | Add +0.1% | 521,314 | $46.9M |
| Lord, Abbett & Co. LLC | 0.15% | New | 518,055 | $46.6M |
| Retirement Systems of Alabama | 0.16% | Add +219.3% | 466,478 | $42.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -3.7% | 457,519 | $41.1M |
| Westfield Capital Management Co. LP | 0.17% | New | 438,710 | $39.5M |
| Palestra Capital Management LLC | 1.06% | New | 431,000 | $38.8M |
| Raymond James Financial Inc. | 0.01% | — | 427,499 | $38.4M |
| Federated Hermes, Inc. | 0.08% | Add +21.6% | 422,859 | $38.0M |
| Assetmark, Inc. | 0.10% | Add +718151.7% | 416,586 | $37.5M |
| Alyeska Investment Group, L.P. | 0.14% | New | 411,605 | $37.0M |
| Assenagon Asset Management S.A. | 0.07% | Add +67.6% | 411,012 | $37.0M |
| Wellington Management Group LLP | 0.01% | Add +1054.0% | 386,680 | $34.8M |
| Blair William & Co. | 0.10% | Reduce -4.0% | 381,082 | $34.3M |
| Alliancebernstein L.P. | 0.01% | Add +70.4% | 378,780 | $34.1M |
| Wells Fargo & Company | 0.01% | Add +15.9% | 377,439 | $33.9M |
| LSV Asset Management | 0.08% | Add +40.7% | 376,700 | $33.9M |
| California Public Employees Retirement System | 0.02% | Reduce -8.5% | 345,078 | $31.0M |
| D. E. Shaw & Co. | 0.04% | Reduce -90.8% | 343,736 | $30.9M |
| Select Equity Group, L.P. | 0.12% | Reduce -13.6% | 330,678 | $29.7M |
| Andra AP-fonden | 0.46% | Reduce -29.8% | 321,500 | $28.9M |
| Two Sigma Advisers, LP | 0.07% | Reduce -80.4% | 315,900 | $28.4M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.45% | — | 313,567 | $28.2M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -66.5% | 311,947 | $28.1M |
| California State Teachers Retirement System | 0.03% | Reduce -3.5% | 309,295 | $27.8M |
| Citigroup Inc. | 0.03% | Reduce -23.4% | 299,718 | $27.0M |
| Danske Bank A/S | 0.08% | Reduce -34.4% | 296,859 | $26.7M |
| Twinbeech Capital LP | 0.46% | New | 296,459 | $26.7M |
| No Street GP LP | 1.76% | New | 290,000 | $26.1M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +53.1% | 274,313 | $24.7M |
| KLP Kapitalforvaltning As | 0.11% | — | 268,800 | $24.2M |
| Capital Fund Management S.A. | 0.24% | Reduce -24.2% | 267,775 | $24.1M |
| Evergreen Capital Management LLC | 0.76% | Reduce -5.1% | 259,873 | $23.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.66% | Reduce -5.8% | 254,619 | $22.9M |
| New York State Common Retirement Fund | 0.03% | Add +127.6% | 248,577 | $22.4M |
| Massachusetts Financial Services Co. | 0.01% | Add +633.0% | 237,442 | $21.4M |
| Quantinno Capital Management LP | 0.21% | Add +17.5% | 236,829 | $21.3M |
| HSBC Holdings PLC | 0.01% | Add +71.9% | 235,201 | $21.2M |
| Corebridge Financial, Inc. | 0.11% | Add +5847.3% | 232,005 | $20.9M |
| Cat Rock Capital Management LP | 2.72% | No change | 231,000 | $20.8M |
| Korea Investment CORP | 0.05% | Add +46.1% | 223,591 | $20.1M |
| HRT Financial LP | 0.10% | New | 221,674 | $19.9M |
| Driehaus Capital Management LLC | 0.16% | Reduce -28.9% | 219,456 | $19.7M |
| Allianz Asset Management GmbH | 0.03% | Add +8.2% | 215,262 | $19.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -27.2% | 215,046 | $19.3M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -53.6% | 215,027 | $19.3M |
| LPL Financial LLC | 0.01% | Add +12.4% | 209,927 | $18.9M |
| Victory Capital Management Inc. | 0.02% | Reduce -48.9% | 209,294 | $18.8M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -5.9% | 206,042 | $18.5M |
| Achmea Investment Management B.V. | 0.30% | Reduce -22.8% | 203,378 | $18.3M |
| Squarepoint Ops LLC | 0.05% | Reduce -45.6% | 202,352 | $18.2M |
| Burney Co./ | 0.64% | Add +3.8% | 200,646 | $18.0M |
| Parallax Volatility Advisers, L.P. | 0.46% | Add +95.3% | 199,227 | $17.9M |
| Castleark Management LLC | 0.62% | New | 196,450 | $17.7M |
| Macquarie Group Ltd. | 0.02% | Add +46.1% | 190,688 | $17.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +45.1% | 190,358 | $17.1M |
| Pinebridge Investments, L.P. | 0.13% | Add +0.6% | 190,336 | $17.1M |
| Gotham Asset Management | 0.16% | Reduce -24.4% | 188,147 | $16.9M |
| New York State Teachers Retirement System | 0.04% | Add +894.3% | 185,850 | $16.7M |
| Lazard Asset Management LLC | 0.03% | Add +15.6% | 185,853 | $16.7M |
| Man Group plc | 0.05% | Reduce -54.1% | 184,204 | $16.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -8.4% | 183,670 | $16.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +42.9% | 180,054 | $16.2M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +20.8% | 179,453 | $16.1M |
| CapitalatWork S.A. | 0.52% | Add +0.6% | 177,000 | $15.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +222.8% | 172,753 | $15.5M |
| State of Wisconsin Investment Board | 0.04% | Reduce -8.7% | 167,470 | $15.1M |
| Swedbank AB | 0.02% | Add +33.1% | 165,170 | $14.9M |
| Intech Investment Management LLC | 0.14% | Add +48.1% | 164,381 | $14.8M |
| Mediolanum International Funds Ltd | 0.19% | Add +25.4% | 158,993 | $14.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | — | 160,812 | $14.5M |
| Proem Advisors LLC | 6.59% | — | 160,227 | $14.4M |
| Readystate Asset Management LP | 1.04% | No change | 150,900 | $13.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +10.5% | 149,797 | $13.5M |
| Two Sigma Investments, LP | 0.03% | Reduce -57.1% | 148,852 | $13.4M |
| Jennison Associates LLC | 0.01% | New | 143,394 | $12.9M |
| Pathstone Holdings, LLC | 0.06% | Add +2.7% | 141,057 | $12.7M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -43.7% | 136,823 | $12.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +12.3% | 131,011 | $11.8M |
| Aviva PLC | 0.03% | Reduce -58.7% | 129,480 | $11.6M |
| Pacer Advisors, Inc. | 0.03% | Reduce -96.2% | 128,328 | $11.5M |
| Voya Investment Management LLC | 0.01% | Reduce -38.8% | 127,672 | $11.5M |
| Susquehanna International Group, LLP | 0.02% | Reduce -88.1% | 127,082 | $11.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -0.9% | 125,412 | $11.3M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -83.8% | 125,304 | $11.3M |
| Treasurer of the State of North Carolina | 0.04% | Add +39.1% | 123,460 | $11.1M |
| MetLife Investment Management, LLC | 0.06% | Add +863.3% | 123,375 | $11.1M |
| Vinva Investment Management Ltd | 0.42% | Reduce -19.8% | 119,705 | $11.0M |
| Pictet Asset Management Holding SA | 0.01% | Add +41.4% | 118,551 | $10.7M |
| Shearwater Capital LLC | 6.98% | No change | 114,428 | $10.3M |
| Mutual of America Capital Management LLC | 0.10% | New | 107,220 | $9.6M |
| Level Four Advisory Services, LLC | 0.39% | Add +2.3% | 106,826 | $9.6M |
| Illinois Municipal Retirement Fund | 0.14% | Add +103.5% | 106,695 | $9.6M |
| Bank of Montreal | 0.00% | Reduce -40.9% | 105,684 | $9.5M |
| Forsta Ap-Fonden | 0.07% | Reduce -20.4% | 104,400 | $9.4M |
| Natixis | 0.06% | Add +3691.0% | 103,607 | $9.3M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -3.9% | 103,070 | $9.3M |
| PGGM Investments | 0.12% | Add +44.8% | 102,885 | $9.3M |
| Verition Fund Management LLC | 0.05% | Add +141.6% | 101,966 | $9.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -4.6% | 100,795 | $9.1M |
| Cerity Partners LLC | 0.02% | Reduce -0.8% | 100,811 | $9.0M |
| Syon Capital LLC | 0.81% | No change | 99,900 | $9.0M |
| Amalgamated Bank | 0.07% | Add +633.8% | 99,516 | $8.9M |
| Millennium Management | 0.01% | Reduce -81.6% | 98,238 | $8.8M |
| Nippon Life Global Investors Americas, Inc. | 0.39% | New | 94,440 | $8.5M |
| Greenwich Wealth Management LLC | 0.60% | Add +0.2% | 93,894 | $8.4M |
| Comerica Bank | 0.03% | Add +193.7% | 93,394 | $8.4M |
| Silvercrest Asset Management Group LLC | 0.05% | New | 89,086 | $8.0M |
| SG Americas Securities, LLC | 0.03% | Add +866.1% | 87,550 | $7.9M |
| Stifel Financial Corp. | 0.01% | Add +8.3% | 85,637 | $7.7M |
| Storebrand Asset Management As | 0.02% | Add +105.9% | 85,222 | $7.7M |
| Royal London Asset Management Ltd. | 0.02% | Add +5.7% | 85,080 | $7.7M |
| Oak Family Advisors, LLC | 2.94% | Reduce -24.9% | 83,474 | $7.5M |
| State of Tennessee, Department of Treasury | 0.03% | New | 83,369 | $7.5M |
| AXA S.A. | 0.02% | Reduce -10.4% | 82,652 | $7.4M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +2.1% | 82,100 | $7.4M |
| Ceera Investments, LLC | 2.53% | Reduce -2.1% | 82,035 | $7.4M |
| Gilman Hill Asset Management, LLC | 1.26% | Reduce -2.5% | 80,422 | $7.2M |
| Nissay Asset Management Corp. /Japan | 0.04% | Add +111.1% | 76,515 | $7.1M |
| Asset Management One Co., Ltd. | 0.02% | Add +3.5% | 75,662 | $7.0M |
| Polar Capital Holdings Plc | 0.04% | New | 75,638 | $6.8M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -0.8% | 75,034 | $6.7M |
| Swiss Life Asset Management Ltd | 0.05% | Reduce -23.2% | 74,745 | $6.7M |
| Cibc World Market Inc. | 0.02% | New | 74,700 | $6.7M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.3% | 74,478 | $6.7M |
| Engineers Gate Manager LP | 0.12% | Add +234.8% | 73,625 | $6.6M |
| Morgens Waterfall Vintiadis & Co. Inc. | 4.95% | New | 72,000 | $6.5M |
| Yousif Capital Management, LLC | 0.07% | New | 71,713 | $6.4M |
| Sienna Gestion | 0.42% | New | 69,434 | $6.2M |
| Sandler Capital Management | 0.98% | New | 66,509 | $6.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | — | 65,035 | $5.8M |
| Teachers Retirement System of the State of Kentucky | 0.05% | New | 64,990 | $5.8M |
| Cary Street Partners Financial LLC | 0.18% | — | 61,213 | $5.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +17.7% | 61,200 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -17.9% | 60,901 | $5.5M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -4.1% | 59,918 | $5.4M |
| QRG Capital Management, Inc. | 0.06% | Add +93.0% | 60,155 | $5.4M |
| Arizona State Retirement System | 0.03% | Add +0.5% | 58,954 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +0.4% | 59,565 | $5.3M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.16% | Reduce -61.9% | 56,480 | $5.2M |
| Sei Investments Co. | 0.01% | Add +14.6% | 56,807 | $5.1M |
| Louisiana State Employees Retirement System | 0.10% | New | 56,300 | $5.1M |
| RBF Capital, LLC | 0.25% | Reduce -55.8% | 53,000 | $4.8M |
| State of Michigan Retirement System | 0.02% | New | 52,900 | $4.8M |
| Credit Agricole S A | 0.02% | Add +182.9% | 52,776 | $4.7M |
| Van Eck Associates Corp. | 0.01% | New | 51,858 | $4.7M |
| Xponance LLC | 0.04% | Add +45.8% | 51,709 | $4.7M |
| Handelsbanken Fonder AB | 0.02% | Reduce -2.8% | 51,700 | $4.7M |
| Contrarius Group Holdings Ltd | 0.28% | — | 51,411 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +11.8% | 50,329 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.8% | 48,842 | $4.4M |
| Martingale Asset Management L P | 0.11% | Add +5.3% | 48,715 | $4.4M |
| Selective Wealth Management, Inc. | 1.75% | Reduce -11.3% | 47,750 | $4.3M |
| Aberdeen Group plc | 0.01% | Reduce -15.7% | 47,371 | $4.3M |
| Walleye Capital LLC | 0.04% | Reduce -58.0% | 46,790 | $4.2M |
| Citadel Advisors | 0.00% | Reduce -29.9% | 46,492 | $4.2M |
| Westbourne Investment Advisors, Inc. | 1.41% | Reduce -7.0% | 45,835 | $4.1M |
| Savant Capital, LLC | 0.03% | Add +1.0% | 45,722 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +91.3% | 46,439 | $4.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.09% | New | 45,110 | $4.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | New | 44,827 | $4.0M |
| Rathbones Group PLC | 0.02% | Add +9.8% | 44,082 | $4.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +3.1% | 42,706 | $3.8M |
| Convergence Investment Partners, LLC | 0.85% | Add +8.5% | 42,061 | $3.8M |
| Captrust Financial Advisors | 0.01% | Add +8.8% | 41,989 | $3.8M |
| New Mexico Educational Retirement Board | 0.13% | New | 41,800 | $3.8M |
| Oregon Public Employees Retirement Fund | 0.07% | New | 41,300 | $3.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -24.5% | 41,259 | $3.7M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -67.2% | 41,221 | $3.7M |
| Ameritas Investment Partners, Inc. | 0.12% | New | 40,655 | $3.7M |
| Silver Lake Advisory, LLC | 1.56% | Add +5.1% | 39,547 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -29.1% | 39,277 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +13.7% | 38,867 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +34.1% | 38,805 | $3.5M |
| Commerce Bank | 0.02% | Add +293.7% | 38,787 | $3.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Reduce -3.7% | 38,515 | $3.5M |
| Tidal Investments LLC | 0.03% | Reduce -16.0% | 37,751 | $3.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | Reduce -8.0% | 37,437 | $3.4M |
| DNB Asset Management AS | 0.01% | Add +12.0% | 37,620 | $3.4M |
| Fairvoy Private Wealth, LLC | 0.89% | — | 37,197 | $3.3M |
| Estate Counselors, LLC | 0.36% | New | 37,145 | $3.3M |
| Pinpoint Asset Management Ltd | 0.59% | New | 36,942 | $3.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +301.1% | 36,668 | $3.3M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 35,560 | $3.2M |
| Gateway Investment Advisers LLC | 0.04% | New | 35,488 | $3.2M |
| IFM Investors Pty Ltd | 0.03% | Reduce -8.2% | 34,489 | $3.1M |
| Sterling Capital Management LLC | 0.04% | Add +827.9% | 34,444 | $3.1M |
| Executive Wealth Management, LLC | 0.24% | Reduce -9.0% | 34,262 | $3.1M |
| Utah Retirement Systems | 0.03% | Add +0.6% | 33,587 | $3.0M |
| Edgestream Partners, L.P. | 0.13% | Add +72.1% | 32,979 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -54.3% | 37,285 | $2.9M |
| Zacks Investment Management | 0.03% | Add +22.1% | 32,229 | $2.9M |
| Kazazian Asset Management, LLC | 2.28% | — | 32,147 | $2.9M |
| MFG Wealth Management, Inc. | 2.56% | — | 31,077 | $2.8M |
| Vident Advisory, LLC | 0.05% | Add +19.1% | 30,677 | $2.8M |
| Firsthand Capital Management, Inc. | 5.61% | No change | 30,000 | $2.7M |
| Alight Capital Management LP | 0.91% | Reduce -85.0% | 30,000 | $2.7M |
| Private Advisor Group, LLC | 0.02% | Add +3.5% | 29,811 | $2.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 29,450 | $2.6M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -87.3% | 29,387 | $2.6M |
| Meridian Investment Counsel Inc. | 0.78% | Reduce -1.8% | 29,174 | $2.6M |
| Baker Avenue Asset Management, LP | 0.08% | Add +782.8% | 28,575 | $2.6M |
| Empowered Funds, LLC | 0.04% | Reduce -83.6% | 28,230 | $2.5M |
| Nisa Investment Advisors, LLC | 0.01% | Add +16.3% | 28,138 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Reduce -26.0% | 27,812 | $2.5M |
| Rafferty Asset Management, LLC | 0.01% | Add +33.8% | 27,594 | $2.5M |
| Audent Global Asset Management, LLC | 1.60% | Add +382.6% | 27,425 | $2.5M |
| Nomura Holdings Inc. | 0.01% | New | 26,932 | $2.4M |
| Destiny Capital Corp | 1.47% | No change | 26,903 | $2.4M |
| Daiichi Life Insurance Co., Ltd. | 0.07% | New | 26,728 | $2.4M |
| Susquehanna Fundamental Investments, LLC | 0.04% | — | 26,682 | $2.4M |
| Toronto Dominion Bank | 0.00% | Add +1.3% | 26,508 | $2.4M |
| Landscape Capital Management, L.L.C. | 0.24% | New | 25,502 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +81.1% | 25,457 | $2.3M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -50.1% | 25,282 | $2.3M |
| Hel Ved Capital Management Ltd | 0.70% | New | 25,280 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -22.5% | 24,810 | $2.2M |
| Versor Investments LP | 0.38% | Add +60.1% | 24,500 | $2.2M |
| Inspire Advisors, LLC | 0.27% | Reduce -5.2% | 24,410 | $2.2M |
| Mariner, LLC | 0.00% | Add +14.2% | 24,379 | $2.2M |
| AMG National Trust Bank | 0.06% | Add +0.4% | 23,344 | $2.1M |
| Generali Asset Management SPA SGR | 0.05% | — | 23,648 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Add +494.2% | 23,145 | $2.1M |
| Westwood Holdings Group Inc. | 0.02% | New | 22,905 | $2.1M |
| Strategic Global Advisors, LLC | 0.37% | Add +5.8% | 22,598 | $2.0M |
| Dakota Wealth Management | 0.05% | Add +1.4% | 22,368 | $2.0M |
| Mission Creek Capital Partners, Inc. | 0.44% | Add +1.1% | 22,178 | $2.0M |
| Freestone Capital Holdings, LLC | 0.07% | Add +38.0% | 22,104 | $2.0M |
| New York Life Investment Management LLC | 0.02% | Reduce -7.5% | 21,968 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +111.7% | 21,712 | $2.0M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 21,332 | $1.9M |
| Hohimer Wealth Management, LLC | 0.36% | Add +1.4% | 21,283 | $1.9M |
| Ameritas Advisory Services, LLC | 0.07% | Add +2.5% | 21,043 | $1.9M |
| Mitchell & Pahl Private Wealth, LLC | 0.88% | Add +1.7% | 20,955 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +14.8% | 20,781 | $1.9M |
| PARUS FINANCE (UK) Ltd | 0.58% | New | 20,700 | $1.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +3.2% | 20,679 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +41.4% | 20,486 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +69.9% | 20,096 | $1.8M |
| Harvest Fund Management Co., Ltd | 0.08% | Add +307.5% | 20,075 | $1.8M |
| Bryce Point Capital, LLC | 0.52% | — | 19,926 | $1.8M |
| Creative Planning | 0.00% | Add +35.8% | 19,623 | $1.8M |
| Daiwa Securities Group Inc. | 0.01% | Add +24.1% | 19,270 | $1.7M |
| TD Asset Management Inc | 0.00% | Add +15.8% | 19,190 | $1.7M |
| 111 Capital | 0.36% | — | 19,130 | $1.7M |
| Meeder Asset Management Inc. | 0.12% | Add +8.9% | 18,804 | $1.7M |
| Oak Harvest Investment Services | 0.24% | Add +70.6% | 18,770 | $1.7M |
| Merit Financial Group, LLC | 0.03% | Add +22.1% | 18,516 | $1.7M |
| Oxford Financial Group, LTD. LLC | 0.11% | New | 18,228 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -17.3% | 25,440 | $1.6M |
| Sage Rhino Capital LLC | 0.36% | Reduce -49.6% | 18,112 | $1.6M |
| Ostrum Asset Management | 0.14% | Add +174.8% | 17,927 | $1.6M |
| Resonant Capital Advisors, LLC | 0.12% | Add +0.4% | 17,592 | $1.6M |
| Left Brain Wealth Management, LLC | 0.60% | Add +98.7% | 17,559 | $1.6M |
| Washington Trust Advisors, Inc. | 0.13% | Reduce -4.8% | 17,409 | $1.6M |
| Moneco Advisors, LLC | 0.16% | New | 17,320 | $1.6M |
| Tredje AP-fonden | 0.01% | Reduce -50.0% | 17,317 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.9% | 17,215 | $1.5M |
| WT Asset Management Ltd | 0.17% | New | 17,043 | $1.5M |
| Meiji Yasuda Asset Management Co Ltd. | 0.06% | Add +64.7% | 16,873 | $1.5M |
| Vega Investment Solutions | 1.24% | — | 16,733 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +38.9% | 16,711 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.3% | 16,683 | $1.5M |
| Y.D. More Investments Ltd | 0.13% | Reduce -2.9% | 16,666 | $1.5M |
| Virtu Financial LLC | 0.08% | New | 16,608 | $1.5M |
| Virtus Advisers, LLC | 0.61% | New | 16,540 | $1.5M |
| Eventide Asset Management, LLC | 0.03% | New | 16,452 | $1.5M |
| XTX Topco Ltd | 0.12% | Add +114.6% | 16,344 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -12.6% | 16,310 | $1.5M |
| Retireful, LLC | 0.82% | New | 16,224 | $1.5M |
| Heron Bay Capital Management | 0.30% | Reduce -0.0% | 16,183 | $1.5M |
| Virtus Investment Advisers, LLC | 1.15% | Reduce -24.8% | 15,925 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -0.8% | 15,839 | $1.4M |
| Ieq Capital, LLC | 0.01% | Reduce -2.6% | 15,828 | $1.4M |
| River Global Investors LLP | 0.28% | Reduce -39.0% | 15,821 | $1.4M |
| Quantbot Technologies LP | 0.05% | New | 15,803 | $1.4M |
| Redwood Investment Management, LLC | 0.14% | New | 15,786 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | New | 15,344 | $1.4M |
| Meiji Yasuda Life Insurance Co | 0.03% | Add +158.3% | 15,176 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +0.3% | 14,957 | $1.3M |
| &partners | 0.02% | Add +40.6% | 14,787 | $1.3M |
| Moran Wealth Management, LLC | 0.04% | Add +16.9% | 14,816 | $1.3M |
| GeoWealth Management, LLC | 0.04% | Add +4535.8% | 14,649 | $1.3M |
| Vestcor Inc | 0.04% | Add +215.6% | 14,578 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Reduce -79.0% | 14,128 | $1.3M |
| Acorn Financial Advisory Services Inc. | 0.21% | Reduce -5.0% | 14,035 | $1.3M |
| IMA Advisory Services, Inc. | 0.15% | Reduce -2.3% | 13,931 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Add +13.1% | 13,691 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.23% | Reduce -14.1% | 13,668 | $1.2M |
| STRS Ohio | 0.00% | Reduce -24.2% | 13,568 | $1.2M |
| Linden Thomas Advisory Services, LLC | 0.15% | Add +1.1% | 13,540 | $1.2M |
| Profund Advisors LLC | 0.04% | Add +59.1% | 13,508 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.0% | 13,462 | $1.2M |
| Aspen Investment Management Inc | 0.56% | Add +258.1% | 13,375 | $1.2M |
| United Services Automobile Association | 0.04% | New | 13,264 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +11.9% | 12,826 | $1.2M |
| Titleist Asset Management, LLC | 0.13% | Reduce -4.7% | 12,801 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -59.8% | 12,651 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -47.9% | 12,548 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | New | 12,406 | $1.1M |
| Lifestyle Asset Management, Inc. | 0.60% | New | 12,172 | $1.1M |
| Carrera Capital Advisors | 0.26% | Add +13.4% | 12,165 | $1.1M |
| Occudo Quantitative Strategies LP | 0.20% | New | 12,113 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 11,930 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | New | 11,930 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -14.6% | 11,827 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +58.0% | 11,826 | $1.1M |
| Alpha DNA Investment Management LLC | 0.57% | New | 11,698 | $1.1M |
| Woodline Partners LP | 0.01% | Reduce -0.1% | 11,575 | $1.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -75.5% | 11,520 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +3841.8% | 11,234 | $1.0M |
| MAI Capital Management | 0.01% | Add +1.4% | 11,109 | $999K |
| Focus Partners Wealth | 0.00% | Add +19.8% | 11,063 | $995K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -46.9% | 10,996 | $989K |
| Bokf, NA | 0.02% | Reduce -0.8% | 10,935 | $989K |
| Grand Jean Capital Management Inc. | 0.23% | New | 10,947 | $985K |
| NewEdge Wealth, LLC | 0.02% | Add +0.4% | 10,883 | $979K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -6.7% | 10,846 | $975K |
| M&T Bank Corp | 0.00% | Add +1.3% | 10,840 | $975K |
| Oak Thistle LLC | 0.28% | New | 10,606 | $954K |
| Green Alpha Advisors, LLC | 0.76% | Reduce -13.0% | 10,596 | $953K |
| Park Avenue Securities LLC | 0.01% | Add +183.4% | 10,558 | $950K |
| Two Sigma Securities, LLC | 0.17% | Reduce -74.7% | 10,432 | $938K |
| Diversified Trust Co. | 0.02% | Reduce -21.4% | 10,289 | $925K |
| Quattro Financial Advisors LLC | 0.24% | No change | 10,000 | $916K |
| Aspiriant, LLC | 0.03% | Reduce -4.2% | 10,102 | $909K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.1% | 9,432 | $904K |
| Shannon River Fund Management LLC | 0.16% | New | 10,000 | $899K |
| APG Asset Management N.V. | 0.00% | Add +11.1% | 10,247 | $890K |
| Regal Partners Ltd | 0.09% | New | 9,852 | $886K |
| ProShare Advisors LLC | 0.00% | New | 9,849 | $886K |
| denkapparat Operations GmbH | 1.31% | — | 9,842 | $885K |
| SBI Securities Co., Ltd. | 0.03% | — | 9,802 | $882K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -71.6% | 9,510 | $855K |
| E. Ohman J:or Asset Management AB | 0.02% | Add +216.7% | 9,500 | $854K |
| CHURCHILL MANAGEMENT Corp | 0.01% | New | 9,411 | $846K |
| Kornitzer Capital Management Inc. | 0.02% | New | 9,300 | $836K |
| Quantitative Investment Management, LLC | 0.06% | New | 9,297 | $836K |
| Wealth Management Associates, Inc. | 0.35% | Reduce -2.0% | 9,230 | $830K |
| Cibc World Markets Corp. | 0.00% | Reduce -23.0% | 9,185 | $826K |
| RMR Wealth Builders | 0.08% | No change | 9,108 | $819K |
| Bollard Group LLC | 0.02% | No change | 9,053 | $814K |
| Piar LLC | 0.80% | — | 9,000 | $809K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +64.9% | 8,976 | $807K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -44.5% | 8,958 | $806K |
| Atria Investments, Inc | 0.01% | No change | 8,836 | $795K |
| Inspire Investing, LLC | 0.09% | Reduce -40.5% | 8,727 | $785K |
| Sirios Capital Management L P | 0.14% | Reduce -87.9% | 8,680 | $781K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +72.7% | 8,677 | $780K |
| CFO4Life Group, LLC | 0.14% | New | 8,648 | $778K |
| Forum Financial Management, LP | 0.01% | New | 8,600 | $773K |
| Beck Capital Management, LLC | 0.20% | Add +0.8% | 8,549 | $769K |
| Rehmann Capital Advisory Group | 0.05% | Add +5.5% | 8,531 | $767K |
| Jackson Creek Investment Advisors LLC | 0.23% | Reduce -17.7% | 8,520 | $766K |
| Unique Wealth Strategies, LLC | 0.34% | Reduce -5.7% | 8,499 | $764K |
| Principal Securities, Inc. | 0.02% | Add +52.4% | 8,406 | $756K |
| Prairie Wealth Advisors, Inc. | 0.36% | Reduce -6.9% | 8,399 | $755K |
| Foundry Partners, LLC | 0.04% | Reduce -6.0% | 8,366 | $752K |
| Brighton Jones LLC | 0.02% | Reduce -17.0% | 8,359 | $752K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +4.7% | 8,321 | $748K |
| CIBC Asset Management Inc | 0.00% | Add +14.0% | 8,313 | $748K |
| Plato Investment Management Ltd | 0.05% | Reduce -65.2% | 8,270 | $747K |
| Hilltop Holdings Inc. | 0.05% | Add +19.9% | 8,191 | $737K |
| Garde Capital, Inc. | 0.05% | Reduce -3.0% | 8,136 | $732K |
| Affinity Investment Advisors, LLC | 0.60% | Reduce -20.5% | 8,042 | $723K |
| Praxis Investment Management Inc. | 0.05% | New | 8,010 | $720K |
| Financial Advocates Investment Management | 0.04% | Reduce -6.7% | 7,968 | $717K |
| Rodgers Brothers Inc. | 0.09% | No change | 7,840 | $705K |
| Integrated Wealth Concepts LLC | 0.01% | Add +57.2% | 7,805 | $702K |
| Fluent Financial, LLC | 0.31% | New | 7,711 | $694K |
| Jane Street Group, LLC | 0.00% | Reduce -94.0% | 7,691 | $692K |
| Shelton Capital Management | 0.02% | New | 7,588 | $682K |
| Prosperity Wealth Management, Inc. | 0.28% | Add +4.0% | 7,585 | $682K |
| iA Global Asset Management Inc. | 0.01% | Reduce -19.3% | 7,555 | $679K |
| Gilbert & Cook, Inc. | 0.09% | Reduce -0.5% | 7,466 | $671K |
| Jump Financial, LLC | 0.01% | New | 7,434 | $669K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -28.1% | 7,424 | $668K |
| Truist Financial Corp. | 0.00% | Add +57.8% | 7,318 | $658K |
| DC Investments Management, LLC | 0.43% | No change | 7,279 | $655K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +2.7% | 7,267 | $654K |
| Picton Mahoney Asset Management | 0.02% | Add +13.0% | 7,223 | $650K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -21.8% | 7,202 | $648K |
| Prudential PLC | 0.00% | Reduce -25.4% | 7,084 | $637K |
| Sigma Planning Corp | 0.02% | Add +48.4% | 6,978 | $628K |
| Independent Financial Group, LLC | 0.02% | Reduce -13.6% | 6,848 | $616K |
| Essex Financial Services, Inc. | 0.04% | Add +1.4% | 6,776 | $609K |
| NewEdge Advisors, LLC | 0.00% | Add +7.5% | 6,745 | $607K |
| Comprehensive Financial Management LLC | 0.02% | No change | 6,593 | $593K |
| Intellectus Partners, LLC | 0.13% | Reduce -17.6% | 6,577 | $592K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.7% | 6,532 | $587K |
| Wealthspire Advisors, LLC | 0.01% | Add +6.5% | 6,457 | $581K |
| APG Asset Management US Inc. | 0.00% | New | 6,389 | $575K |
| Americana Partners, LLC | 0.02% | No change | 6,332 | $570K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.02% | New | 6,200 | $558K |
| Patten & Patten Inc. | 0.04% | Reduce -12.8% | 6,109 | $549K |
| Choreo, LLC | 0.01% | Add +15.3% | 5,973 | $547K |
| Snowden Capital Advisors LLC | 0.02% | New | 6,073 | $546K |
| Bennett Selby Investments LP | 0.22% | No change | 6,071 | $546K |
| Essex LLC | 0.11% | Reduce -9.3% | 6,068 | $546K |
| Baader Bank Aktiengesellschaft | 0.05% | Reduce -50.6% | 6,011 | $541K |
| Western Wealth Management, LLC | 0.03% | Add +8.5% | 5,998 | $539K |
| Citizens Financial Group Inc. | 0.01% | Add +2.3% | 5,990 | $539K |
| Caprock Group, LLC | 0.02% | Add +16.4% | 5,989 | $539K |
| Lingohr Asset Management GmbH | 1.12% | New | 5,864 | $538K |
| Pallas Capital Advisors LLC | 0.02% | No change | 5,977 | $538K |
| Allstate Corp. | 0.02% | New | 5,903 | $531K |
| Compound Planning, Inc. | 0.03% | Add +26.7% | 5,861 | $527K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -96.8% | 5,800 | $522K |
| Fifth Third Wealth Advisors LLC | 0.03% | New | 5,775 | $519K |
| Burns Matteson Capital Management, LLC | 0.29% | New | 5,744 | $517K |
| Bristlecone Advisors, LLC | 0.04% | Add +1.1% | 5,613 | $505K |
| Ossiam | 0.01% | Add +32.4% | 5,606 | $504K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.9% | 5,605 | $504K |
| CastleKnight Management LP | 0.06% | Reduce -76.5% | 5,400 | $486K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 5,377 | $484K |
| Leuthold Group, LLC | 0.06% | New | 5,369 | $483K |
| Centaurus Financial, Inc. | 0.03% | Reduce -2.0% | 5,332 | $480K |
| Horizon Investment Services, LLC | 0.20% | New | 5,323 | $479K |
| Palogic Value Management, L.P. | 0.20% | Add +1.3% | 5,321 | $479K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 5,183 | $466K |
| Wahed Invest LLC | 0.08% | New | 5,145 | $463K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +0.6% | 5,087 | $458K |
| Formidable Asset Management, LLC | 0.07% | Reduce -23.4% | 5,076 | $457K |
| Philip James Wealth Mangement, LLC | 0.06% | Reduce -15.5% | 5,045 | $454K |
| Independent Advisor Alliance | 0.01% | Add +12.9% | 5,042 | $453K |
| Obermeyer Wealth Partners | 0.02% | No change | 5,000 | $450K |
| Aaron Wealth Advisors LLC | 0.05% | Add +14.0% | 4,940 | $444K |
| New Age Alpha Advisors, LLC | 0.02% | New | 4,914 | $442K |
| Csenge Advisory Group | 0.02% | Add +38.4% | 4,905 | $441K |
| Motley Fool Asset Management LLC | 0.02% | Add +17.7% | 4,880 | $439K |
| Ridgewood Investments LLC | 0.21% | Reduce -23.7% | 4,873 | $438K |
| Asahi Life Asset Management Co., LTD. | 0.26% | Reduce -18.2% | 4,820 | $434K |
| Aigen Investment Management, LP | 0.08% | New | 4,804 | $432K |
| Journey Strategic Wealth LLC | 0.02% | Add +22.7% | 4,803 | $432K |
| Townsquare Capital LLC | 0.00% | Reduce -8.3% | 4,680 | $421K |
| DMC Group, LLC | 0.34% | Add +2.4% | 4,670 | $420K |
| Agf Management Ltd. | 0.00% | New | 4,647 | $418K |
| Aster Capital Management (DIFC) Ltd | 0.16% | New | 4,641 | $417K |
| Pingora Partners LLC | 0.27% | No change | 4,600 | $414K |
| Impact Partnership Wealth, LLC | 0.08% | Add +5.1% | 4,596 | $413K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -1.7% | 4,594 | $413K |
| State of Wyoming | 0.05% | Add +178.7% | 4,565 | $411K |
| International Assets Investment Management, LLC | 0.03% | Reduce -36.1% | 4,517 | $408K |
| Griffin Asset Management, Inc. | 0.05% | No change | 4,450 | $400K |
| Silvant Capital Management LLC | 0.02% | Reduce -0.3% | 4,342 | $391K |
| Marex Group Ltd | 0.01% | Reduce -41.3% | 4,247 | $382K |
| Synergy Financial Group, LTD | 0.32% | Add +3.4% | 4,241 | $381K |
| DGS Capital Management, LLC | 0.09% | New | 4,192 | $377K |
| Ariadne Wealth Management, LP | 0.17% | Add +4.9% | 4,121 | $374K |
| Exchange Traded Concepts, LLC | 0.01% | Add +6.7% | 4,105 | $369K |
| Certuity, LLC | 0.04% | New | 4,036 | $363K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -90.1% | 3,950 | $355K |
| US Bancorp \de | 0.00% | Add +10.7% | 3,942 | $355K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -27.8% | 3,900 | $351K |
| Claret Asset Management Corp | 0.06% | Add +0.7% | 3,865 | $348K |
| Leonteq Securities AG | 0.03% | Reduce -41.7% | 3,843 | $346K |
| Ethic Inc. | 0.01% | New | 3,794 | $341K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -49.2% | 3,782 | $340K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.7% | 3,772 | $339K |
| Optimist Retirement Group LLC | 0.16% | Reduce -14.9% | 3,757 | $338K |
| Covestor Ltd | 0.21% | Add +13.1% | 3,739 | $337K |
| FIL Ltd | 0.00% | Reduce -99.8% | 3,710 | $334K |
| Tairen Capital Ltd | 0.05% | No change | 3,700 | $333K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -23.1% | 3,655 | $329K |
| Insigneo Advisory Services, LLC | 0.03% | New | 3,654 | $329K |
| Stephens Inc. | 0.00% | Reduce -0.5% | 3,615 | $325K |
| Gries Financial LLC | 0.06% | Reduce -15.8% | 3,508 | $316K |
| Burton Enright Welch | 0.07% | Add +0.0% | 3,500 | $315K |
| United Advisor Group, LLC | 0.06% | Reduce -9.4% | 3,480 | $313K |
| Total Wealth Planning & Management, Inc. | 0.31% | — | 3,472 | $312K |
| TFB Advisors LLC | 0.09% | New | 3,469 | $312K |
| SYM FINANCIAL Corp | 0.04% | Add +0.8% | 3,415 | $307K |
| Thompson Davis & Co., Inc. | 0.20% | New | 3,410 | $307K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.1% | 3,347 | $301K |
| Optimize Financial Inc. | 0.22% | — | 3,335 | $300K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,334 | $300K |
| Sunbelt Securities, Inc. | 0.03% | No change | 3,247 | $298K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 3,301 | $297K |
| Perpetual Ltd | 0.00% | New | 3,298 | $297K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -56.9% | 3,258 | $293K |
| Twin Lakes Capital Management, LLC | 0.19% | No change | 3,230 | $291K |
| PFG Investments, LLC | 0.02% | Reduce -53.8% | 3,219 | $290K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -28.3% | 3,219 | $289K |
| Kera Capital Partners, Inc. | 0.08% | — | 3,191 | $287K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 3,174 | $285K |
| Mackenzie Financial Corp. | 0.00% | Reduce -94.2% | 3,144 | $283K |
| Caitong International Asset Management Co., Ltd | 0.28% | — | 3,124 | $281K |
| Ballentine Partners, LLC | 0.00% | New | 3,088 | $278K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -8.6% | 3,064 | $276K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -6.4% | 3,038 | $273K |
| Adero Partners, LLC | 0.02% | New | 3,019 | $272K |
| K.J. Harrison & Partners Inc | 0.04% | New | 3,000 | $271K |
| V-Square Quantitative Management LLC | 0.04% | Reduce -0.5% | 3,004 | $270K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | New | 2,991 | $269K |
| Claro Advisors Inc. | 0.04% | Reduce -21.9% | 2,962 | $266K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 2,929 | $263K |
| Optas, LLC | 0.06% | New | 2,869 | $258K |
| CAP Partners, LLC | 0.18% | New | 2,862 | $257K |
| Composition Wealth, LLC | 0.01% | New | 2,861 | $257K |
| Financial Partners Group, Inc | 0.04% | Reduce -18.1% | 2,855 | $257K |
| Sanders Morris Harris LLC | 0.04% | New | 2,850 | $256K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,830 | $255K |
| Stevens Capital Management LP | 0.10% | New | 2,812 | $253K |
| IFP Advisors, Inc | 0.01% | Add +249.3% | 2,798 | $252K |
| Metis Global Partners, LLC | 0.01% | Reduce -22.9% | 2,783 | $250K |
| Parallel Advisors, LLC | 0.01% | Add +7.4% | 2,773 | $249K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +8.2% | 2,506 | $249K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -21.5% | 2,745 | $247K |
| Jain Global LLC | 0.01% | — | 2,732 | $246K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,646 | $238K |
| Moors & Cabot, Inc. | 0.01% | New | 2,630 | $237K |
| World Investment Advisors | 0.01% | New | 2,629 | $236K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | New | 2,604 | $234K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -61.6% | 2,583 | $232K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -27.6% | 2,509 | $232K |
| SPC Financial, Inc. | 0.02% | New | 2,575 | $232K |
| Waverly Advisors, LLC | 0.00% | Reduce -52.1% | 2,572 | $231K |
| Quantessence Capital LLC | 0.09% | — | 2,568 | $231K |
| Meredith Wealth Planning | 0.10% | New | 2,565 | $231K |
| Valtrion Capital Management, LLC | 0.49% | — | 2,557 | $230K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,605 | $229K |
| Transcendent Capital Group LLC | 0.12% | Reduce -13.0% | 2,516 | $226K |
| Kingsview Wealth Management, LLC | 0.00% | New | 2,514 | $226K |
| Canton Hathaway, LLC | 0.06% | Reduce -87.0% | 2,500 | $225K |
| IVC Wealth Advisors LLC | 0.13% | New | 2,497 | $225K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | Reduce -52.6% | 2,496 | $224K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,493 | $224K |
| Ritholtz Wealth Management | 0.01% | New | 2,477 | $223K |
| Good Life Advisors, LLC | 0.02% | New | 2,474 | $223K |
| Nwam LLC | 0.01% | New | 2,467 | $222K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.10% | New | 2,457 | $221K |
| Telos Capital Management, Inc. | 0.02% | New | 2,455 | $221K |
| Vise Technologies, Inc. | 0.02% | New | 2,455 | $221K |
| Weatherly Asset Management L. P. | 0.02% | New | 2,453 | $221K |
| Stonegate Investment Group, LLC | 0.01% | New | 2,404 | $216K |
| Gerber, LLC | 0.16% | New | 2,400 | $216K |
| Equitable Holdings, Inc. | 0.00% | New | 2,389 | $215K |
| Hudock, Inc. | 0.04% | New | 2,361 | $212K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -28.4% | 2,336 | $210K |
| FineMark National Bank & Trust | 0.01% | New | 2,332 | $210K |
| Savvy Advisors, Inc. | 0.03% | New | 2,330 | $210K |
| Kovack Advisors, Inc. | 0.02% | New | 2,303 | $207K |
| Garden State Investment Advisory Services LLC | 0.06% | New | 2,286 | $206K |
| Global Retirement Partners, LLC | 0.01% | Add +113.5% | 2,253 | $203K |
| Smartleaf Asset Management LLC | 0.02% | Add +781.6% | 2,204 | $202K |
| Redwood Financial Network Corp | 0.15% | New | 2,242 | $202K |
| Verus Capital Partners, LLC | 0.02% | New | 2,236 | $201K |
| Silver Oak Securities, Incorporated | 0.02% | New | 2,133 | $196K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -8.3% | 2,172 | $195K |
| CoreCap Advisors, LLC | 0.01% | Add +113.4% | 2,044 | $184K |
| Versant Capital Management, Inc | 0.04% | Add +4.2% | 2,035 | $183K |
| Caption Management, LLC | 0.01% | New | 2,000 | $180K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -46.0% | 1,872 | $168K |
| Icon Wealth Advisors, LLC | 0.01% | New | 1,744 | $157K |
| Signaturefd, LLC | 0.00% | Add +12.2% | 1,686 | $152K |
| Reyes Financial Architecture, Inc. | 0.12% | — | 1,651 | $148K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -8.8% | 1,570 | $141K |
| Quarry LP | 0.03% | Add +622.4% | 1,517 | $136K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -64.9% | 1,515 | $136K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,500 | $135K |
| Horizon Investments, LLC | 0.00% | Add +4.6% | 1,391 | $125K |
| CI Investments Inc. | 0.00% | Add +33.5% | 1,302 | $117K |
| Castleview Partners, LLC | 0.06% | Reduce -11.2% | 1,233 | $111K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -41.3% | 1,221 | $109K |
| Clearstead Advisors, LLC | 0.00% | Add +18.3% | 1,200 | $108K |
| Hanseatic Management Services Inc. | 0.13% | New | 1,130 | $102K |
| Fifth Third Bancorp | 0.00% | Add +7246.7% | 1,102 | $99K |
| Innovative Advisory Group, LLC | 0.09% | — | 1,101 | $99K |
| Truvestments Capital LLC | 0.03% | Reduce -7.9% | 1,095 | $98K |
| First Pacific Financial | 0.02% | No change | 1,092 | $98K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 1,050 | $96K |
| Cary Street Partners Investment Advisory LLC | 0.06% | New | 1,061 | $95K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -3.6% | 1,030 | $94K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -16.8% | 1,035 | $93K |
| Allworth Financial LP | 0.00% | Add +31.5% | 977 | $90K |
| Financial Perspectives, Inc | 0.03% | No change | 981 | $88K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +4.4% | 932 | $84K |
| UMB Bank, n.a. | 0.00% | Add +1654.7% | 930 | $84K |
| City State Bank | 0.03% | No change | 899 | $81K |
| Huntington National Bank | 0.00% | Add +1.7% | 843 | $76K |
| C M Bidwell & Associates Ltd. | 0.05% | Reduce -32.8% | 840 | $76K |
| Arax Advisory Partners | 0.00% | Reduce -81.2% | 825 | $74K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 819 | $74K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.1% | 812 | $73K |
| GAMMA Investing LLC | 0.01% | Add +311.8% | 803 | $72K |
| Rakuten Securities, Inc. | 0.03% | Add +20.9% | 797 | $72K |
| Quadrant Capital Group LLC | 0.00% | Add +828.6% | 780 | $70K |
| Putney Financial Group LLC | 0.06% | — | 722 | $65K |
| Whittier Trust Co. | 0.00% | No change | 715 | $64K |
| Virtus Fund Advisers, LLC | 0.20% | Add +3.5% | 712 | $64K |
| Blue Trust, Inc. | 0.00% | Reduce -52.9% | 700 | $63K |
| Friedenthal Financial | 0.03% | New | 605 | $54K |
| Optimum Investment Advisors | 0.02% | Add +200.0% | 600 | $54K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 563 | $51K |
| Brooklyn Investment Group | 0.02% | Add +6.6% | 562 | $51K |
| TD Waterhouse Canada Inc. | 0.00% | Add +34.5% | 557 | $50K |
| Lindbrook Capital, LLC | 0.00% | Add +2.1% | 544 | $49K |
| Avior Wealth Management, LLC | 0.00% | Add +36.5% | 542 | $49K |
| Wolff Wiese Magana LLC | 0.03% | Reduce -14.1% | 536 | $48K |
| Private Trust Co. NA | 0.00% | No change | 515 | $46K |
| Caz Investments LP | 0.06% | Reduce -83.3% | 500 | $45K |
| Itau Unibanco Holding S.A. | 0.00% | Add +12.4% | 498 | $45K |
| WPG Advisers, LLC | 0.04% | — | 484 | $44K |
| Avion Wealth | 0.01% | Add +309.2% | 487 | $43K |
| Bessemer Group Inc. | 0.00% | Add +490.0% | 472 | $42K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -1.4% | 428 | $39K |
| McIlrath & Eck, LLC | 0.01% | Add +476.0% | 432 | $39K |
| Bank & Trust Co | 0.03% | No change | 424 | $38K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 422 | $37K |
| North Star Investment Management Corp. | 0.00% | No change | 406 | $37K |
| Modus Advisors, LLC | 0.01% | New | 400 | $36K |
| Centiva Capital, LP | 0.00% | Reduce -98.6% | 400 | $36K |
| First Horizon Advisors, Inc. | 0.00% | Add +102.5% | 397 | $36K |
| Ancora Advisors LLC | 0.00% | No change | 385 | $35K |
| ZynergyRetirementPlanningLLC | 0.02% | No change | 557 | $35K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 373 | $34K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 365 | $33K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +240.0% | 340 | $31K |
| Kestra Investment Management, LLC | 0.00% | New | 329 | $30K |
| Advisors Asset Management, Inc. | 0.00% | Add +23.7% | 324 | $29K |
| SWAN Capital LLC | 0.01% | No change | 300 | $27K |
| Tradewinds Capital Management, LLC | 0.01% | Add +22.2% | 275 | $25K |
| Pacifica Partners Inc. | 0.01% | No change | 265 | $24K |
| Contravisory Investment Management, Inc. | 0.01% | New | 263 | $24K |
| LGT Financial Advisors LLC | 0.05% | New | 259 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -5.9% | 257 | $23K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Reduce -5.1% | 242 | $22K |
| PSI Advisors, LLC | 0.01% | No change | 239 | $21K |
| Adirondack Trust Co. | 0.01% | No change | 235 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -2.1% | 234 | $21K |
| WealthCollab, LLC | 0.01% | Add +16.2% | 229 | $21K |
| CVA Family Office, LLC | 0.00% | Reduce -4.3% | 225 | $20K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 225 | $20K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 225 | $20K |
| Park Square Financial Group, LLC | 0.01% | — | 215 | $19K |
| TD Private Client Wealth LLC | 0.00% | No change | 204 | $18K |
| Grove Bank & Trust | 0.00% | Reduce -12.9% | 202 | $18K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 200 | $18K |
| Aspetuck Financial Management LLC | 0.01% | — | 200 | $18K |
| SRH Advisors, LLC | 0.01% | No change | 200 | $18K |
| Stephens Consulting, LLC | 0.00% | New | 200 | $18K |
| Montag A & Associates Inc. | 0.00% | No change | 200 | $18K |
| HM Payson & Co. | 0.00% | No change | 200 | $18K |
| Quent Capital, LLC | 0.00% | No change | 199 | $18K |
| Continuum Advisory, LLC | 0.00% | Reduce -10.7% | 192 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 207 | $17K |
| Mather Group, Llc. | 0.00% | Add +1330.8% | 186 | $17K |
| Main Street Group, LTD | 0.01% | No change | 185 | $17K |
| GoalVest Advisory LLC | 0.00% | No change | 181 | $16K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -28.3% | 180 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1527.3% | 179 | $16K |
| LRI Investments, LLC | 0.00% | No change | 171 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 169 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 167 | $15K |
| NewSquare Capital LLC | 0.00% | Add +1.3% | 155 | $14K |
| Larson Financial Group LLC | 0.00% | Add +29.9% | 152 | $14K |
| IAG Wealth Partners, LLC | 0.00% | No change | 140 | $13K |
| Financial Management Professionals, Inc. | 0.00% | Add +5.4% | 136 | $12K |
| Atala Financial Inc | 0.01% | — | 135 | $12K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -99.7% | 135 | $12K |
| Private Wealth Management Group, LLC | 0.00% | No change | 126 | $11K |
| Oarsman Capital, Inc. | 0.00% | No change | 125 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 118 | $11K |
| Richardson Financial Services Inc. | 0.01% | New | 115 | $11K |
| Spire Wealth Management | 0.00% | No change | 115 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +10.4% | 106 | $10K |
| PFS Partners, LLC | 0.01% | No change | 105 | $9K |
| EMC Capital Management | 0.01% | New | 100 | $9K |
| Berbice Capital Management LLC | 0.01% | — | 100 | $9K |
| Graney & King, LLC | 0.01% | — | 100 | $9K |
| Nordwand Advisors, LLC | 0.00% | No change | 100 | $9K |
| Addison Advisors LLC | 0.00% | No change | 100 | $9K |
| NFSG Corp | 0.00% | New | 100 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $9K |
| Bogart Wealth, LLC | 0.00% | Reduce -15.7% | 91 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 91 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 90 | $8K |
| Tsfg, LLC | 0.00% | No change | 92 | $8K |
| Atlatl Advisers LLC | 0.00% | — | 87 | $8K |
| Tidemark, LLC | 0.00% | No change | 79 | $7K |
| Hemington Wealth Management | 0.00% | Add +13.7% | 83 | $7K |
| Valley National Advisers Inc. | 0.00% | Add +38.1% | 87 | $7K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 72 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +28.9% | 67 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 67 | $6K |
| WR Wealth Planners, LLC | 0.00% | Reduce -75.9% | 66 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 65 | $6K |
| Golden State Wealth Management, LLC | 0.00% | — | 62 | $6K |
| High Note Wealth, LLC | 0.00% | New | 56 | $5K |
| Hurley Capital, LLC | 0.00% | — | 52 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 52 | $5K |
| Asset Planning,Inc | 0.00% | — | 50 | $4K |
| NCP Inc. | 0.00% | Reduce -83.3% | 50 | $4K |
| Westside Investment Management, Inc. | 0.00% | Add +25.0% | 50 | $4K |
| Bfsg, LLC | 0.00% | No change | 50 | $4K |
| Rise Advisors, LLC | 0.00% | Reduce -82.5% | 48 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 47 | $4K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 45 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 44 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 44 | $4K |
| Gleason Group, Inc. | 0.00% | No change | 43 | $4K |
| Nemes Rush Group LLC | 0.00% | Reduce -46.9% | 43 | $4K |
| AlphaQuest LLC | 0.00% | Reduce -98.2% | 38 | $3K |
| Capital Analysts, LLC | 0.00% | Reduce -60.0% | 32 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 30 | $3K |
| YANKCOM Partnership | 0.00% | — | 28 | $3K |
| Park Place Capital Corp | 0.00% | New | 27 | $2K |
| Performa Ltd (US), LLC | 0.00% | Reduce -93.1% | 25 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 25 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1050.0% | 23 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -79.7% | 26 | $2K |
| Winthrop Capital Management, LLC | 0.00% | New | 22 | $2K |
| Sachetta, LLC | 0.00% | No change | 22 | $2K |
| CENTRAL TRUST Co | 0.00% | New | 22 | $2K |
| CNB Bank | 0.00% | No change | 21 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 20 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 20 | $2K |
| Toth Financial Advisory Corp. | 0.00% | New | 20 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 20 | $2K |
| Asset Dedication, LLC | 0.00% | Reduce -62.3% | 20 | $2K |
| Holos Integrated Wealth LLC | 0.00% | — | 18 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 18 | $2K |
| Synergy Asset Management, LLC | 0.00% | New | 23 | $1K |
| New Millennium Group LLC | 0.00% | New | 15 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 14 | $1K |
| Concord Wealth Partners | 0.00% | New | 14 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 13 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +160.0% | 13 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Add +50.0% | 12 | $1K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -82.3% | 14 | $1K |
| Pittenger & Anderson Inc. | 0.00% | No change | 11 | $990 |
| Mb, Levis & Associates, LLC | 0.00% | No change | 10 | $899 |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 10 | $899 |
| Beacon Capital Management, LLC | 0.00% | Reduce -98.6% | 10 | $899 |
| ORG Partners LLC | 0.00% | No change | 10 | $899 |
| Principia Wealth Advisory, LLC | 0.00% | — | 9 | $809 |
| Riverview Trust Co | 0.00% | No change | 9 | $809 |
| Carolina Wealth Advisors, LLC | 0.00% | New | 9 | $809 |
| Painted Porch Advisors LLC | 0.00% | No change | 9 | $809 |
| True Wealth Design, LLC | 0.00% | Reduce -11.1% | 8 | $720 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 8 | $720 |
| Prestige Wealth Management Group LLC | 0.00% | New | 8 | $720 |
| Sound Income Strategies, LLC | 0.00% | New | 8 | $720 |
| PayPay Securities Corp | 0.03% | Add +40.0% | 7 | $630 |
| Sittner & Nelson, LLC | 0.00% | New | 7 | $630 |
| Key Financial Inc | 0.00% | No change | 7 | $630 |
| Legacy Investment Solutions, LLC | 0.00% | New | 6 | $543 |
| Legacy Wealth Managment, LLC | 0.00% | New | 6 | $543 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 5 | $453 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +400.0% | 5 | $450 |
| Roxbury Financial LLC | 0.00% | — | 5 | $398 |
| Winnacle Wealth LLC | 0.00% | — | 5 | $362 |
| Caitlin John, LLC | 0.00% | Reduce -79.0% | 4 | $360 |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $360 |
| Crewe Advisors LLC | 0.00% | New | 4 | $360 |
| Decker Retirement Planning Inc. | 0.00% | — | 3 | $270 |
| Evelyn Partners Investment Management LLP | 0.00% | — | 3 | $270 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $180 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $90 |
| NBT Bank, N.A. | 0.00% | No change | 1 | $90 |
| Core Alternative Capital | 0.00% | No change | 1 | $90 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $90 |
| Activest Wealth Management | 0.00% | Reduce -99.6% | 1 | $90 |
| Pineridge Advisors LLC | 0.00% | No change | 1 | $90 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1 | $89 |
"% of holder's portfolio" is DOCU's weight in each manager's 13F, not the share of Docusign Inc. the manager owns.