DocusignDOCU
13F holders, Q1 2025 (March 31)811holders −8
104new positions
111sold out
8famous investors
$81.38avg. 13F price*
At the end of Q1 2025, 811 institutions reported holding Docusign Inc. (DOCU) in their 13F filings, down 8 from Q4 2024. 104 opened new positions and 111 sold out. The largest holders were BlackRock, Inc. ($2.0B), Vanguard Group Inc. ($1.7B) and State Street Corp. ($638.1M). 8 famous investors held it, including Stanley Druckenmiller (2.9% of Duquesne Family Office's portfolio), Jim Simons / Peter Brown (0.5% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $269.1M |
| Exits | 111 | $551.0M |
All 13F filers, Q4 2024 → Q1 2025: 13,036,421 shares bought and 17,137,546 shares sold, net −4,101,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 811 holders
| BlackRock, Inc. | 0.04% | Reduce -2.3% | 25,178,953 | $2.0B |
| Vanguard Group Inc. | 0.03% | Reduce -1.6% | 21,381,955 | $1.7B |
| State Street Corp. | 0.03% | Reduce -4.1% | 7,838,482 | $638.1M |
| FMR LLC | 0.03% | Add +1.1% | 6,167,054 | $502.0M |
| American Century Companies Inc. | 0.27% | Add +3.0% | 5,477,758 | $445.9M |
| Jericho Capital Asset Management L.P. | 7.04% | No change | 4,754,753 | $387.0M |
| Capital World Investors | 0.06% | Add +0.2% | 4,197,016 | $341.6M |
| Newlands Management Operations LLC | 2.27% | No change | 4,122,708 | $335.6M |
| Geode Capital Management, LLC | 0.03% | Add +5.2% | 3,925,867 | $318.9M |
| Renaissance Technologies | 0.47% | Reduce -11.9% | 3,842,888 | $312.8M |
| Invesco Ltd. | 0.05% | Reduce -0.3% | 3,437,918 | $279.8M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -26.3% | 3,164,961 | $257.6M |
| Clearbridge Investments, LLC | 0.20% | Add +4.1% | 2,786,871 | $226.9M |
| Morgan Stanley | 0.02% | Reduce -9.2% | 2,640,413 | $214.9M |
| Norges Bank | 0.03% | Add +0.7% | 2,499,363 | $203.4M |
| Arrowstreet Capital, Limited Partnership | 0.16% | Add +10.2% | 2,378,908 | $193.6M |
| Thrivent Financial for Lutherans | 0.42% | Reduce -0.1% | 2,315,974 | $188.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +18.6% | 2,028,505 | $165.1M |
| Northern Trust Corp. | 0.02% | Add +0.1% | 1,987,400 | $161.8M |
| Wellington Management Group LLP | 0.03% | Add +372.5% | 1,826,949 | $148.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.8% | 1,593,102 | $129.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +38.0% | 1,551,474 | $126.3M |
| KBC Group NV | 0.36% | Reduce -6.0% | 1,442,563 | $117.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.3% | 1,399,014 | $113.9M |
| First Trust Advisors LP | 0.10% | Reduce -0.3% | 1,320,610 | $107.5M |
| Legal & General Group Plc | 0.03% | Add +2.3% | 1,310,149 | $106.6M |
| JPMorgan Chase & Co. | 0.01% | Add +37.6% | 1,194,449 | $97.2M |
| UBS Group AG | 0.02% | Add +2.9% | 1,188,693 | $96.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.3% | 1,182,504 | $96.3M |
| Pacer Advisors, Inc. | 0.25% | Add +809.6% | 1,167,290 | $95.0M |
| Caisse de depot et placement du Quebec | 0.19% | Reduce -0.9% | 1,129,741 | $92.0M |
| Nordea Investment Management AB | 0.10% | Add +35.6% | 1,110,712 | $90.0M |
| Duquesne Family Office | 2.93% | New | 1,074,655 | $87.5M |
| Bank of America Corp. | 0.01% | Add +17.1% | 1,067,148 | $86.9M |
| AQR Capital Management | 0.08% | Reduce -18.5% | 1,015,389 | $82.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.37% | Reduce -38.1% | 917,880 | $74.7M |
| Royal Bank of Canada | 0.02% | Add +38.5% | 868,692 | $70.7M |
| Styrax Capital, LP | 6.53% | New | 860,227 | $70.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.9% | 846,426 | $68.9M |
| Alyeska Investment Group, L.P. | 0.25% | Add +85.6% | 764,056 | $62.2M |
| Glenmede Trust Co. NA | 0.33% | Reduce -0.2% | 758,714 | $61.8M |
| Victory Capital Management Inc. | 0.06% | Add +251.0% | 734,588 | $59.8M |
| Schroder Investment Management Group | 0.06% | Reduce -13.3% | 715,278 | $59.5M |
| Jupiter Asset Management Ltd. | 0.55% | Reduce -10.2% | 699,240 | $56.9M |
| Clark Capital Management Group, Inc. | 0.39% | Reduce -1.3% | 669,967 | $54.5M |
| Jennison Associates LLC | 0.04% | Add +362.2% | 662,817 | $54.0M |
| Franklin Resources Inc. | 0.02% | Add +23.5% | 643,705 | $52.4M |
| Nuveen, LLC | 0.02% | — | 619,895 | $50.5M |
| Amundi | 0.02% | Reduce -53.2% | 646,111 | $50.0M |
| Rhumbline Advisers | 0.05% | Reduce -1.0% | 601,909 | $49.0M |
| Massachusetts Financial Services Co. | 0.02% | Add +148.8% | 590,762 | $48.1M |
| Swiss National Bank | 0.03% | Reduce -0.6% | 569,800 | $46.4M |
| Deutsche Bank AG | 0.02% | Add +2.3% | 558,470 | $45.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.3% | 528,523 | $43.0M |
| Fiera Capital Corp | 0.16% | Reduce -0.9% | 528,204 | $43.0M |
| HSBC Holdings PLC | 0.03% | Add +111.2% | 496,814 | $40.4M |
| Robeco Institutional Asset Management B.V. | 0.08% | Reduce -36.1% | 490,720 | $39.9M |
| Select Equity Group, L.P. | 0.18% | Add +48.0% | 489,555 | $39.8M |
| Retirement Systems of Alabama | 0.15% | Reduce -0.2% | 465,567 | $37.9M |
| Primecap Management Co. | 0.03% | Reduce -20.0% | 459,730 | $37.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.3% | 451,662 | $36.8M |
| Raymond James Financial Inc. | 0.01% | Add +5.1% | 449,139 | $36.6M |
| Assetmark, Inc. | 0.10% | Add +2.5% | 427,225 | $34.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.25% | — | 414,615 | $33.7M |
| Blair William & Co. | 0.10% | Add +1.7% | 387,542 | $31.5M |
| Andra AP-fonden | 0.51% | Add +18.1% | 379,700 | $30.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.5% | 373,151 | $30.4M |
| Quantinno Capital Management LP | 0.20% | Add +56.4% | 370,325 | $30.1M |
| Wells Fargo & Company | 0.01% | Reduce -2.5% | 367,930 | $29.9M |
| California Public Employees Retirement System | 0.02% | Reduce -3.0% | 334,763 | $27.2M |
| Voya Investment Management LLC | 0.03% | Add +151.3% | 320,772 | $26.1M |
| LSV Asset Management | 0.06% | Reduce -18.1% | 308,567 | $25.1M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +11.8% | 306,700 | $25.0M |
| California State Teachers Retirement System | 0.03% | Reduce -0.8% | 306,760 | $25.0M |
| Danske Bank A/S | 0.07% | Add +1.1% | 299,986 | $24.4M |
| Marshall Wace, LLP | 0.03% | New | 295,444 | $24.0M |
| Driehaus Capital Management LLC | 0.23% | Add +31.0% | 287,428 | $23.4M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.40% | Reduce -8.9% | 285,562 | $23.2M |
| Panagora Asset Management Inc. | 0.11% | Reduce -53.5% | 281,527 | $22.9M |
| Federated Hermes, Inc. | 0.05% | Reduce -33.8% | 279,923 | $22.8M |
| Citigroup Inc. | 0.02% | Reduce -9.5% | 271,149 | $22.1M |
| KLP Kapitalforvaltning As | 0.11% | Add +0.0% | 268,900 | $21.9M |
| Squarepoint Ops LLC | 0.05% | Add +30.9% | 264,883 | $21.6M |
| Teacher Retirement System of Texas | 0.09% | Reduce -59.3% | 263,956 | $21.5M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.3% | 247,813 | $20.2M |
| Gotham Asset Management | 0.17% | Add +30.4% | 245,257 | $20.0M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -41.7% | 239,613 | $19.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +24.0% | 235,983 | $19.2M |
| Cat Rock Capital Management LP | 2.50% | No change | 231,000 | $18.8M |
| Korea Investment CORP | 0.04% | Add +1.5% | 226,985 | $18.5M |
| Citadel Advisors | 0.02% | Add +387.3% | 226,540 | $18.4M |
| Corebridge Financial, Inc. | 0.11% | Reduce -2.9% | 225,342 | $18.3M |
| Barclays PLC | 0.01% | Reduce -65.3% | 216,089 | $17.6M |
| Allianz Asset Management GmbH | 0.03% | Reduce -0.1% | 215,039 | $17.5M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.0% | 212,952 | $17.3M |
| Castleark Management LLC | 0.56% | Add +1.2% | 198,840 | $16.2M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -3.8% | 198,292 | $16.1M |
| LPL Financial LLC | 0.01% | Reduce -7.9% | 193,293 | $15.7M |
| CapitalatWork S.A. | 0.51% | Add +8.7% | 192,400 | $15.7M |
| New York State Teachers Retirement System | 0.04% | Add +0.8% | 187,388 | $15.3M |
| Evergreen Capital Management LLC | 0.51% | Reduce -28.2% | 186,667 | $15.2M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +2.4% | 183,762 | $15.0M |
| Macquarie Group Ltd. | 0.02% | Reduce -4.1% | 182,805 | $14.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 177,232 | $14.4M |
| Nippon Life Global Investors Americas, Inc. | 0.70% | Add +84.4% | 174,160 | $14.2M |
| Achmea Investment Management B.V. | 0.20% | Reduce -15.2% | 172,453 | $14.0M |
| State of Wisconsin Investment Board | 0.04% | Add +2.3% | 171,306 | $13.9M |
| Russell Investments Group, Ltd. | 0.02% | Add +23.8% | 169,344 | $13.9M |
| Verition Fund Management LLC | 0.08% | Add +63.5% | 166,708 | $13.6M |
| Capital Fund Management S.A. | 0.17% | Reduce -38.8% | 163,765 | $13.3M |
| Swedbank AB | 0.02% | Reduce -1.2% | 163,259 | $13.3M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -47.9% | 162,548 | $13.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +8.5% | 162,492 | $13.2M |
| BNP Paribas Financial Markets | 0.01% | Add +26.7% | 158,944 | $12.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -2.4% | 157,029 | $12.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -14.6% | 156,907 | $12.8M |
| Aviva PLC | 0.03% | Add +13.9% | 147,454 | $12.0M |
| Pinebridge Investments, L.P. | 0.09% | Reduce -24.4% | 143,826 | $11.7M |
| Pathstone Holdings, LLC | 0.05% | Add +1.4% | 143,075 | $11.6M |
| Burney Co./ | 0.42% | Reduce -29.1% | 142,273 | $11.6M |
| Mediolanum International Funds Ltd | 0.14% | Reduce -21.6% | 124,596 | $10.4M |
| Treasurer of the State of North Carolina | 0.04% | Add +1.5% | 125,267 | $10.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -27.8% | 124,810 | $10.2M |
| Parallax Volatility Advisers, L.P. | 0.39% | Reduce -38.3% | 123,030 | $10.0M |
| PGGM Investments | 0.13% | Add +17.8% | 121,162 | $9.9M |
| MetLife Investment Management, LLC | 0.05% | Reduce -2.0% | 120,880 | $9.8M |
| Intech Investment Management LLC | 0.10% | Reduce -28.5% | 117,548 | $9.6M |
| AXA S.A. | 0.03% | Add +41.6% | 117,045 | $9.5M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -1.6% | 116,717 | $9.5M |
| Storebrand Asset Management As | 0.03% | Add +36.7% | 116,498 | $9.5M |
| Sierra Summit Advisors LLC | 2.05% | New | 116,078 | $9.4M |
| Shearwater Capital LLC | 6.54% | No change | 114,428 | $9.3M |
| Cerity Partners LLC | 0.02% | Add +10.6% | 111,507 | $9.1M |
| Ensign Peak Advisors, Inc | 0.02% | Add +8.1% | 111,452 | $9.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -48.7% | 110,318 | $9.0M |
| Ardmore Road Asset Management LP | 0.92% | New | 110,000 | $9.0M |
| Aberdeen Group plc | 0.02% | Add +130.0% | 108,969 | $8.9M |
| Lazard Asset Management LLC | 0.01% | Reduce -41.6% | 108,542 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +528.7% | 108,232 | $8.8M |
| Forsta Ap-Fonden | 0.07% | Add +2.1% | 106,600 | $8.7M |
| Cibc World Market Inc. | 0.02% | Add +41.6% | 105,792 | $8.6M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 105,491 | $8.6M |
| Empowered Funds, LLC | 0.12% | Add +270.1% | 104,485 | $8.5M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -3.0% | 103,977 | $8.5M |
| Man Group plc | 0.03% | Reduce -44.6% | 102,059 | $8.3M |
| Level Four Advisory Services, LLC | 0.34% | Reduce -5.3% | 101,137 | $8.2M |
| Amalgamated Bank | 0.07% | Reduce -3.1% | 96,463 | $7.9M |
| Royal London Asset Management Ltd. | 0.02% | Add +11.8% | 95,110 | $7.7M |
| Greenwich Wealth Management LLC | 0.58% | Reduce -0.5% | 93,420 | $7.6M |
| Harel Insurance Investments & Financial Services Ltd. | 0.10% | Add +66884.4% | 90,429 | $7.4M |
| Syon Capital LLC | 0.60% | Reduce -9.8% | 90,060 | $7.3M |
| Stifel Financial Corp. | 0.01% | Add +4.6% | 89,607 | $7.3M |
| Polar Capital Holdings Plc | 0.04% | Add +17.5% | 88,881 | $7.2M |
| Illinois Municipal Retirement Fund | 0.10% | Reduce -17.3% | 88,215 | $7.2M |
| Los Angeles Capital Management LLC | 0.03% | Add +113.9% | 88,179 | $7.2M |
| Lingohr Asset Management GmbH | 1.73% | Add +1343.7% | 84,661 | $6.9M |
| Gilman Hill Asset Management, LLC | 1.19% | Add +4.8% | 84,326 | $6.9M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 83,369 | $6.8M |
| Ceera Investments, LLC | 2.21% | Reduce -4.1% | 78,697 | $6.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -23.3% | 77,267 | $6.4M |
| Asset Management One Co., Ltd. | 0.02% | Add +3.1% | 77,995 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -40.7% | 75,317 | $6.1M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -9.7% | 74,100 | $6.0M |
| Comerica Bank | 0.02% | Reduce -22.3% | 72,599 | $5.9M |
| Oak Family Advisors, LLC | 2.40% | Reduce -15.1% | 70,839 | $5.8M |
| Yousif Capital Management, LLC | 0.07% | Reduce -2.5% | 69,907 | $5.7M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -7.2% | 69,662 | $5.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.06% | Add +234.7% | 69,203 | $5.6M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -87.0% | 67,305 | $5.5M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +83.0% | 67,107 | $5.5M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -10.8% | 66,460 | $5.4M |
| QRG Capital Management, Inc. | 0.06% | Add +10.1% | 66,242 | $5.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Add +1.7% | 66,169 | $5.4M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Add +0.5% | 65,320 | $5.3M |
| Nissay Asset Management Corp. /Japan | 0.03% | Reduce -14.9% | 65,124 | $5.3M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +8.0% | 64,726 | $5.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +5.4% | 64,500 | $5.3M |
| NWK Group, Inc. | 2.38% | New | 63,990 | $5.2M |
| Sienna Gestion | 0.42% | Reduce -6.1% | 65,181 | $5.2M |
| Bridgewater Associates | 0.02% | New | 62,564 | $5.1M |
| Cary Street Partners Financial LLC | 0.16% | Add +1.2% | 61,933 | $5.0M |
| Arizona State Retirement System | 0.03% | Reduce -1.0% | 58,376 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.4% | 58,236 | $4.7M |
| Pinpoint Asset Management Ltd | 0.81% | Add +54.3% | 56,985 | $4.6M |
| Louisiana State Employees Retirement System | 0.09% | Add +0.5% | 56,600 | $4.6M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -39.9% | 53,589 | $4.4M |
| Paradiem, LLC | 1.20% | New | 53,522 | $4.4M |
| State of Michigan Retirement System | 0.03% | Add +0.6% | 53,200 | $4.3M |
| Van Eck Associates Corp. | 0.01% | Add +1.9% | 52,838 | $4.3M |
| Xponance LLC | 0.04% | Add +1.0% | 52,247 | $4.3M |
| Handelsbanken Fonder AB | 0.02% | No change | 51,700 | $4.2M |
| Candriam S.C.A. | 0.03% | New | 50,936 | $4.1M |
| Credit Agricole S A | 0.02% | Reduce -3.8% | 50,782 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.6% | 50,093 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.1% | 48,817 | $4.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +7.7% | 48,292 | $3.9M |
| Cetera Investment Advisers | 0.01% | Reduce -4.4% | 48,099 | $3.9M |
| Contrarius Group Holdings Ltd | 0.26% | Reduce -7.5% | 47,538 | $3.9M |
| Baker Avenue Asset Management, LP | 0.12% | Add +64.7% | 47,056 | $3.8M |
| CloudAlpha Capital Management Limited/Hong Kong | 0.57% | New | 46,117 | $3.8M |
| Westbourne Investment Advisors, Inc. | 1.33% | Add +0.3% | 45,996 | $3.7M |
| Rathbones Group PLC | 0.02% | Add +4.2% | 45,940 | $3.7M |
| HighTower Advisors, LLC | 0.01% | Add +16.3% | 45,690 | $3.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +6.3% | 45,373 | $3.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.06% | Reduce -0.4% | 44,918 | $3.7M |
| Neuberger Berman Group LLC | 0.00% | Add +6.1% | 43,783 | $3.6M |
| Frontier Capital Management Co. LLC | 0.04% | New | 43,550 | $3.5M |
| Selective Wealth Management, Inc. | 1.50% | Reduce -3.0% | 46,295 | $3.4M |
| New Mexico Educational Retirement Board | 0.12% | No change | 41,800 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.6% | 41,359 | $3.4M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -44.7% | 41,355 | $3.4M |
| New Age Alpha Advisors, LLC | 0.15% | Add +738.2% | 41,187 | $3.4M |
| Oregon Public Employees Retirement Fund | 0.06% | Reduce -0.4% | 41,153 | $3.3M |
| Silver Lake Advisory, LLC | 1.43% | Add +1.7% | 40,207 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -2.2% | 39,749 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -33.7% | 39,491 | $3.2M |
| CPC Advisors, LLC | 0.44% | New | 39,453 | $3.2M |
| Sei Investments Co. | 0.00% | Reduce -31.1% | 39,112 | $3.2M |
| Landscape Capital Management, L.L.C. | 0.28% | Add +52.8% | 38,962 | $3.2M |
| Vident Advisory, LLC | 0.05% | Add +26.7% | 38,872 | $3.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -0.6% | 38,636 | $3.1M |
| Commerce Bank | 0.02% | Reduce -2.3% | 37,905 | $3.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -1.8% | 36,770 | $3.0M |
| DNB Asset Management AS | 0.01% | Reduce -5.4% | 35,601 | $2.9M |
| Martingale Asset Management L P | 0.07% | Reduce -28.2% | 34,990 | $2.8M |
| IFM Investors Pty Ltd | 0.03% | No change | 34,489 | $2.8M |
| Utah Retirement Systems | 0.03% | Reduce -0.6% | 33,392 | $2.7M |
| Kazazian Asset Management, LLC | 2.15% | No change | 32,147 | $2.6M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -13.7% | 30,691 | $2.5M |
| Toronto Dominion Bank | 0.01% | Add +14.5% | 30,350 | $2.5M |
| Bridgeway Capital Management, LLC | 0.06% | New | 30,150 | $2.5M |
| Firsthand Capital Management, Inc. | 5.92% | No change | 30,000 | $2.4M |
| Proem Advisors LLC | 1.28% | Reduce -81.3% | 30,000 | $2.4M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +17.9% | 29,809 | $2.4M |
| Mariner, LLC | 0.00% | Add +21.6% | 29,658 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +36.3% | 29,588 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 29,450 | $2.4M |
| Tidal Investments LLC | 0.02% | Reduce -23.4% | 28,925 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.0% | 28,925 | $2.4M |
| Meridian Investment Counsel Inc. | 0.69% | Reduce -0.9% | 28,924 | $2.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.10% | Reduce -25.8% | 28,563 | $2.3M |
| Creative Planning | 0.00% | Add +43.8% | 28,211 | $2.3M |
| XTX Topco Ltd | 0.12% | Add +71.8% | 28,075 | $2.3M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.06% | Reduce -52.3% | 26,953 | $2.2M |
| Destiny Capital Corp | 1.49% | No change | 26,903 | $2.2M |
| Susquehanna Fundamental Investments, LLC | 0.04% | No change | 26,682 | $2.2M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +23.1% | 25,578 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +51.2% | 25,274 | $2.1M |
| Larson Financial Group LLC | 0.10% | Add +16459.2% | 25,170 | $2.0M |
| J. Safra Sarasin Holding AG | 0.04% | New | 25,054 | $2.0M |
| Acadian Asset Management LLC | 0.01% | Reduce -96.7% | 25,050 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Reduce -10.6% | 24,866 | $2.0M |
| Westwood Holdings Group Inc. | 0.02% | Add +6.4% | 24,361 | $2.0M |
| Generali Asset Management SPA SGR | 0.05% | Add +1.8% | 24,083 | $2.0M |
| Oak Harvest Investment Services | 0.27% | Add +28.3% | 24,076 | $2.0M |
| Cwm, LLC | 0.01% | Reduce -3.1% | 24,040 | $2.0M |
| Horizon Investment Services, LLC | 0.95% | Add +351.3% | 24,024 | $2.0M |
| MFG Wealth Management, Inc. | 1.85% | Reduce -23.6% | 23,729 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Add +2.3% | 23,675 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +17.6% | 23,636 | $1.9M |
| AMG National Trust Bank | 0.05% | Reduce -0.3% | 23,282 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -8.9% | 23,178 | $1.9M |
| Walleye Trading LLC | 0.05% | New | 22,717 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -11.2% | 22,604 | $1.8M |
| Dakota Wealth Management | 0.04% | Reduce -0.3% | 22,307 | $1.8M |
| PARUS FINANCE (UK) Ltd | 0.62% | Add +7.3% | 22,210 | $1.8M |
| Mission Creek Capital Partners, Inc. | 0.43% | Reduce -0.8% | 22,003 | $1.8M |
| Freestone Capital Holdings, LLC | 0.07% | Reduce -0.8% | 21,930 | $1.8M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.6% | 21,847 | $1.8M |
| Strategic Global Advisors, LLC | 0.35% | Reduce -3.5% | 21,801 | $1.8M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 21,332 | $1.7M |
| OP Asset Management Ltd | 0.03% | — | 21,166 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | Add +8.8% | 20,963 | $1.7M |
| Mitchell & Pahl Private Wealth, LLC | 0.79% | Reduce -1.1% | 20,717 | $1.7M |
| Axq Capital, LP | 0.67% | New | 20,449 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +162.5% | 20,189 | $1.6M |
| Union Square Park Capital Management, LLC | 1.79% | New | 20,000 | $1.6M |
| Simplicity Wealth,LLC | 0.13% | New | 19,785 | $1.6M |
| Inspire Advisors, LLC | 0.18% | Reduce -19.4% | 19,667 | $1.6M |
| TD Asset Management Inc | 0.00% | Add +2.0% | 19,570 | $1.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -29.3% | 19,519 | $1.6M |
| &partners | 0.02% | Add +27.1% | 18,798 | $1.6M |
| Vinva Investment Management Ltd | 0.06% | Reduce -84.3% | 18,793 | $1.6M |
| Eventide Asset Management, LLC | 0.03% | Add +15.8% | 19,056 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -32.4% | 19,010 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -47.7% | 19,505 | $1.5M |
| Simplex Trading, LLC | 0.05% | New | 18,425 | $1.5M |
| Merit Financial Group, LLC | 0.02% | Reduce -1.0% | 18,332 | $1.5M |
| Resonant Capital Advisors, LLC | 0.10% | Add +1.2% | 17,797 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.5% | 17,760 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Reduce -16.0% | 17,206 | $1.4M |
| China Universal Asset Management Co., Ltd. | 0.13% | New | 17,500 | $1.4M |
| Moneco Advisors, LLC | 0.15% | No change | 17,320 | $1.4M |
| Tredje AP-fonden | 0.01% | No change | 17,317 | $1.4M |
| Washington Trust Advisors, Inc. | 0.12% | Reduce -2.3% | 17,013 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -59.5% | 16,985 | $1.4M |
| Sage Rhino Capital LLC | 0.32% | Reduce -7.1% | 16,820 | $1.4M |
| Y.D. More Investments Ltd | 0.12% | Add +0.9% | 16,821 | $1.4M |
| Vega Investment Solutions | 0.26% | No change | 16,733 | $1.4M |
| Profund Advisors LLC | 0.06% | Add +23.7% | 16,713 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Add +19.4% | 16,344 | $1.4M |
| South Dakota Investment Council | 0.03% | New | 16,400 | $1.3M |
| Sirios Capital Management L P | 0.24% | Add +87.2% | 16,248 | $1.3M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | Reduce -39.7% | 16,128 | $1.3M |
| Investment Management Corp of Ontario | 0.03% | New | 16,086 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +1.5% | 16,066 | $1.3M |
| Hohimer Wealth Management, LLC | 0.26% | Reduce -24.6% | 16,052 | $1.3M |
| Heron Bay Capital Management | 0.27% | Reduce -1.0% | 16,027 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +32.5% | 15,801 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +32.5% | 15,801 | $1.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.05% | Reduce -6.4% | 15,795 | $1.3M |
| Walleye Capital LLC | 0.02% | Reduce -66.3% | 15,763 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -26.6% | 15,452 | $1.3M |
| Securian Asset Management, Inc. | 0.04% | No change | 15,344 | $1.2M |
| Virtu Financial LLC | 0.07% | Reduce -9.7% | 14,998 | $1.2M |
| Boothbay Fund Management, LLC | 0.04% | Add +294.6% | 14,922 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 14,913 | $1.2M |
| Ethic Inc. | 0.02% | Add +281.8% | 14,485 | $1.2M |
| Virtus Advisers, LLC | 0.79% | Reduce -11.6% | 14,629 | $1.2M |
| Virtus Investment Advisers, LLC | 0.33% | Reduce -8.7% | 14,542 | $1.2M |
| Vestcor Inc | 0.04% | Reduce -1.2% | 14,398 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.21% | Add +0.5% | 14,104 | $1.1M |
| Linden Thomas Advisory Services, LLC | 0.15% | Add +2.9% | 13,938 | $1.1M |
| Moran Wealth Management, LLC | 0.04% | Reduce -6.6% | 13,842 | $1.1M |
| Retireful, LLC | 1.06% | Reduce -16.7% | 13,510 | $1.1M |
| Mach-1 Financial Group, LLC | 0.34% | New | 13,760 | $1.1M |
| Clough Capital Partners L P | 0.14% | New | 13,688 | $1.1M |
| Kentucky Retirement Systems | 0.03% | New | 13,684 | $1.1M |
| United Services Automobile Association | 0.03% | No change | 13,264 | $1.1M |
| Left Brain Wealth Management, LLC | 0.47% | Reduce -23.9% | 13,364 | $1.1M |
| STRS Ohio | 0.00% | Reduce -2.0% | 13,290 | $1.1M |
| Railway Pension Investments Ltd | 0.02% | New | 13,103 | $1.1M |
| Eagle Harbor Asset Management Inc. | 1.08% | Reduce -4.2% | 13,097 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +0.1% | 12,841 | $1.0M |
| Titleist Asset Management, LLC | 0.12% | Reduce -0.3% | 12,756 | $1.0M |
| Carrera Capital Advisors | 0.23% | Add +3.0% | 12,531 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +242.1% | 12,502 | $1.0M |
| IMA Advisory Services, Inc. | 0.12% | Reduce -10.5% | 12,472 | $1.0M |
| Oddo BHF Asset Management Sas | 0.04% | New | 12,425 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.2% | 12,086 | $984K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.7% | 12,083 | $984K |
| Lifestyle Asset Management, Inc. | 0.54% | Reduce -1.1% | 12,037 | $980K |
| Park Avenue Securities LLC | 0.01% | Add +13.5% | 11,986 | $976K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.8% | 11,532 | $939K |
| Crossmark Global Holdings, Inc. | 0.02% | Add +4.7% | 11,510 | $937K |
| National Bank of Canada | 0.00% | Reduce -4.2% | 11,335 | $923K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -28.5% | 11,323 | $921K |
| MAI Capital Management | 0.01% | Add +0.0% | 11,112 | $905K |
| Focus Partners Wealth | 0.00% | Reduce -0.6% | 11,001 | $895K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -95.7% | 10,975 | $893K |
| Guggenheim Capital LLC | 0.01% | Reduce -8.6% | 10,814 | $880K |
| Edgestream Partners, L.P. | 0.03% | Reduce -67.5% | 10,703 | $871K |
| Green Alpha Advisors, LLC | 0.91% | Reduce -0.9% | 10,502 | $855K |
| JT Stratford LLC | 0.15% | New | 10,400 | $847K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.4% | 10,322 | $840K |
| NewEdge Wealth, LLC | 0.02% | Reduce -5.3% | 10,309 | $839K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +18.0% | 10,241 | $834K |
| Allstate Corp. | 0.02% | Add +71.7% | 10,136 | $825K |
| Aspiriant, LLC | 0.03% | Add +0.1% | 10,114 | $823K |
| WCG Wealth Advisors LLC | 0.06% | New | 10,020 | $816K |
| M&T Bank Corp | 0.00% | Reduce -8.9% | 9,876 | $804K |
| denkapparat Operations GmbH | 0.85% | No change | 9,842 | $801K |
| Marex Group Ltd | 0.02% | Add +131.1% | 9,815 | $799K |
| Wealth Management Associates, Inc. | 0.34% | Add +6.3% | 9,810 | $799K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +35.0% | 9,719 | $791K |
| Greenwood Capital Associates LLC | 0.11% | New | 9,635 | $784K |
| Affinity Investment Advisors, LLC | 0.64% | Add +19.4% | 9,598 | $781K |
| Board of the Pension Protection Fund | 0.88% | New | 9,500 | $773K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 9,500 | $773K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.4% | 9,496 | $773K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.1% | 9,406 | $766K |
| Caprock Group, LLC | 0.02% | Add +56.6% | 9,380 | $764K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +4.1% | 9,327 | $759K |
| Principal Securities, Inc. | 0.02% | No change | 8,406 | $756K |
| SBI Securities Co., Ltd. | 0.03% | Reduce -6.0% | 9,217 | $750K |
| NewEdge Advisors, LLC | 0.00% | Add +36.4% | 9,202 | $749K |
| Cibc World Markets Corp. | 0.01% | Add +0.1% | 9,193 | $748K |
| RMR Wealth Builders | 0.08% | No change | 9,108 | $741K |
| Caxton Associates LLP | 0.03% | — | 9,066 | $738K |
| Bollard Group LLC | 0.02% | No change | 9,053 | $737K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +0.8% | 9,050 | $737K |
| Millennium Management | 0.00% | Reduce -90.8% | 8,988 | $732K |
| ProShare Advisors LLC | 0.00% | Reduce -9.2% | 8,944 | $728K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +6.5% | 8,860 | $721K |
| Hel Ved Capital Management Ltd | 0.36% | Reduce -65.0% | 8,850 | $720K |
| CIBC Asset Management Inc | 0.00% | Add +5.5% | 8,771 | $714K |
| Plato Investment Management Ltd | 0.06% | Add +3.8% | 8,581 | $706K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -8.1% | 8,673 | $706K |
| Beck Capital Management, LLC | 0.21% | Add +1.3% | 8,656 | $705K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -7.2% | 8,635 | $703K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 8,607 | $701K |
| CHURCHILL MANAGEMENT Corp | 0.01% | Reduce -8.7% | 8,592 | $699K |
| Foundry Partners, LLC | 0.04% | Add +1.5% | 8,491 | $691K |
| Bokf, NA | 0.01% | Reduce -22.5% | 8,472 | $690K |
| GMO | 0.00% | New | 8,458 | $688K |
| Shelton Capital Management | 0.02% | Add +11.1% | 8,433 | $686K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -48.4% | 8,413 | $685K |
| Prairie Wealth Advisors, Inc. | 0.34% | Reduce -0.4% | 8,369 | $681K |
| Freedom Investment Management, Inc. | 0.06% | Add +170.0% | 8,203 | $668K |
| Perpetual Ltd | 0.01% | Add +147.2% | 8,154 | $664K |
| Garde Capital, Inc. | 0.04% | No change | 8,136 | $662K |
| Nomura Holdings Inc. | 0.00% | Reduce -69.9% | 8,106 | $660K |
| Atria Investments, Inc | 0.01% | Reduce -9.4% | 8,006 | $652K |
| Rodgers Brothers Inc. | 0.09% | No change | 7,840 | $638K |
| iA Global Asset Management Inc. | 0.01% | Add +2.1% | 7,712 | $628K |
| Aster Capital Management (DIFC) Ltd | 0.11% | Add +60.7% | 7,458 | $620K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.5% | 7,613 | $620K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 7,596 | $618K |
| Brighton Jones LLC | 0.02% | Reduce -9.3% | 7,579 | $617K |
| Vontobel Holding Ltd. | 0.00% | Reduce -46.6% | 7,550 | $615K |
| CFO4Life Group, LLC | 0.10% | Reduce -13.1% | 7,513 | $612K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +3.3% | 7,508 | $611K |
| Gilbert & Cook, Inc. | 0.09% | Add +0.2% | 7,479 | $609K |
| Zacks Investment Management | 0.01% | Reduce -76.8% | 7,467 | $608K |
| Inceptionr LLC | 0.18% | New | 7,450 | $606K |
| Prosperity Wealth Management, Inc. | 0.28% | Reduce -2.0% | 7,435 | $605K |
| Hilltop Holdings Inc. | 0.04% | Reduce -10.3% | 7,351 | $598K |
| Fairvoy Private Wealth, LLC | 0.16% | Reduce -80.3% | 7,322 | $596K |
| LMR Partners LLP | 0.02% | New | 7,245 | $590K |
| Independent Financial Group, LLC | 0.02% | Add +5.4% | 7,219 | $588K |
| Fluent Financial, LLC | 0.25% | Reduce -7.0% | 7,169 | $584K |
| Compound Planning, Inc. | 0.03% | Add +22.0% | 7,153 | $582K |
| Choreo, LLC | 0.01% | Add +17.9% | 7,041 | $573K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | New | 6,952 | $566K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.5% | 6,888 | $561K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -38.9% | 6,865 | $556K |
| Financial Advocates Investment Management | 0.04% | Reduce -14.3% | 6,831 | $556K |
| State of Wyoming | 0.07% | Add +49.3% | 6,814 | $555K |
| APG Asset Management N.V. | 0.00% | Reduce -29.5% | 7,227 | $545K |
| Hancock Whitney Corp. | 0.02% | New | 6,689 | $544K |
| Comprehensive Financial Management LLC | 0.02% | No change | 6,593 | $537K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.9% | 6,579 | $536K |
| Essex Financial Services, Inc. | 0.04% | Reduce -3.2% | 6,559 | $534K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.02% | Add +4.8% | 6,500 | $529K |
| APG Asset Management US Inc. | 0.00% | No change | 6,389 | $528K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -12.8% | 6,474 | $527K |
| Banque Cantonale Vaudoise | 0.02% | — | 6,465 | $526K |
| SG Americas Securities, LLC | 0.00% | Reduce -92.6% | 6,451 | $525K |
| Baader Bank Aktiengesellschaft | 0.05% | Add +8.9% | 6,545 | $523K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 6,423 | $523K |
| Truist Financial Corp. | 0.00% | Reduce -12.9% | 6,376 | $519K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.1% | 6,006 | $489K |
| Bennett Selby Investments LP | 0.19% | Reduce -1.3% | 5,993 | $488K |
| Navellier & Associates Inc. | 0.07% | New | 5,897 | $486K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.3% | 5,957 | $485K |
| Essex LLC | 0.10% | Reduce -2.1% | 5,938 | $483K |
| Citizens Financial Group Inc. | 0.01% | Reduce -1.3% | 5,915 | $481K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.9% | 5,887 | $479K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | New | 5,828 | $474K |
| Intellectus Partners, LLC | 0.12% | Reduce -11.4% | 5,827 | $474K |
| Quadrant Capital Group LLC | 0.02% | Add +645.4% | 5,814 | $473K |
| Praxis Investment Management Inc. | 0.03% | Reduce -27.6% | 5,800 | $472K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.4% | 5,796 | $472K |
| Motley Fool Asset Management LLC | 0.03% | Add +18.3% | 5,775 | $470K |
| Burns Matteson Capital Management, LLC | 0.25% | Add +0.3% | 5,762 | $469K |
| Meiji Yasuda Life Insurance Co | 0.01% | Reduce -62.1% | 5,754 | $468K |
| Rakuten Investment Management, Inc. | 0.00% | — | 5,574 | $464K |
| Americana Partners, LLC | 0.02% | Reduce -11.4% | 5,612 | $457K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -34.8% | 5,560 | $453K |
| Patten & Patten Inc. | 0.03% | Reduce -9.2% | 5,549 | $452K |
| Oak Thistle LLC | 0.09% | Reduce -47.9% | 5,521 | $449K |
| Palogic Value Management, L.P. | 0.20% | Add +2.2% | 5,438 | $443K |
| GeoWealth Management, LLC | 0.02% | Reduce -63.0% | 5,414 | $441K |
| Aaron Wealth Advisors LLC | 0.05% | Add +9.0% | 5,383 | $438K |
| Audent Global Asset Management, LLC | 0.36% | Reduce -80.5% | 5,358 | $436K |
| Gallacher Capital Management LLC | 0.21% | New | 5,337 | $434K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -1.1% | 5,315 | $433K |
| Independent Advisor Alliance | 0.01% | Add +4.5% | 5,270 | $429K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.3% | 5,262 | $428K |
| Leuthold Group, LLC | 0.05% | Reduce -3.4% | 5,188 | $422K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 5,149 | $419K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -1.0% | 5,133 | $418K |
| Townsquare Capital LLC | 0.00% | Add +9.7% | 5,133 | $418K |
| Bristlecone Advisors, LLC | 0.03% | Reduce -8.6% | 5,132 | $418K |
| Wahed Invest LLC | 0.07% | Reduce -0.3% | 5,127 | $417K |
| Journey Strategic Wealth LLC | 0.01% | Add +6.3% | 5,105 | $416K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -0.4% | 5,067 | $412K |
| Piar LLC | 0.45% | Reduce -44.4% | 5,000 | $407K |
| Obermeyer Wealth Partners | 0.02% | No change | 5,000 | $407K |
| DMC Group, LLC | 0.33% | Add +7.0% | 4,997 | $407K |
| Prospera Financial Services Inc | 0.01% | New | 4,995 | $407K |
| Jackson Creek Investment Advisors LLC | 0.13% | Reduce -41.6% | 4,971 | $405K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +8.1% | 4,964 | $404K |
| International Assets Investment Management, LLC | 0.04% | Add +9.9% | 4,964 | $404K |
| Impact Partnership Wealth, LLC | 0.09% | Add +7.4% | 4,938 | $402K |
| DGS Capital Management, LLC | 0.11% | Add +17.2% | 4,912 | $400K |
| Farther Finance Advisors, LLC | 0.01% | Add +218.6% | 4,827 | $399K |
| Synergy Financial Group, LTD | 0.35% | Add +14.0% | 4,836 | $394K |
| Parallel Advisors, LLC | 0.01% | Add +71.8% | 4,764 | $388K |
| Formidable Asset Management, LLC | 0.06% | Reduce -6.7% | 4,736 | $386K |
| US Bancorp \de | 0.00% | Add +17.9% | 4,648 | $378K |
| Versant Capital Management, Inc | 0.06% | Add +126.3% | 4,606 | $375K |
| Pingora Partners LLC | 0.28% | No change | 4,600 | $374K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -18.9% | 4,547 | $370K |
| Chilton Investment Co. Inc. | 0.01% | New | 4,540 | $370K |
| 111 Capital | 0.07% | Reduce -76.5% | 4,499 | $366K |
| World Investment Advisors | 0.01% | Add +70.5% | 4,481 | $365K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -11.4% | 4,470 | $364K |
| Griffin Asset Management, Inc. | 0.04% | No change | 4,450 | $362K |
| Ossiam | 0.01% | Reduce -20.6% | 4,449 | $362K |
| Sigma Planning Corp | 0.01% | Reduce -37.1% | 4,390 | $357K |
| Csenge Advisory Group | 0.02% | Reduce -4.3% | 4,696 | $354K |
| J2 Capital Management Inc | 0.32% | New | 4,335 | $353K |
| Alps Advisors Inc. | 0.00% | New | 4,310 | $351K |
| Certuity, LLC | 0.04% | Add +5.8% | 4,268 | $347K |
| Ariadne Wealth Management, LP | 0.18% | Reduce -0.3% | 4,110 | $342K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +23.9% | 4,132 | $336K |
| Truvestments Capital LLC | 0.07% | Add +270.5% | 4,057 | $330K |
| Ground Swell Capital, LLC | 0.76% | New | 3,972 | $323K |
| Harvest Fund Management Co., Ltd | 0.02% | Reduce -80.3% | 3,957 | $322K |
| Ritholtz Wealth Management | 0.01% | Add +58.5% | 3,926 | $320K |
| UniSuper Management Pty Ltd | 0.00% | No change | 3,900 | $317K |
| United Advisor Group, LLC | 0.06% | Add +11.6% | 3,883 | $316K |
| Claret Asset Management Corp | 0.06% | Add +0.1% | 3,868 | $315K |
| Ostrum Asset Management | 0.02% | Reduce -78.5% | 3,845 | $313K |
| Ridgewood Investments LLC | 0.14% | Reduce -23.6% | 3,723 | $303K |
| Asahi Life Asset Management Co., LTD. | 0.20% | Reduce -23.2% | 3,700 | $301K |
| Aspen Investment Management Inc | 0.14% | Reduce -72.3% | 3,698 | $301K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.3% | 3,686 | $300K |
| Kera Capital Partners, Inc. | 0.09% | Add +13.0% | 3,607 | $294K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -1.4% | 3,602 | $293K |
| Metis Global Partners, LLC | 0.01% | Add +28.1% | 3,564 | $290K |
| TFB Advisors LLC | 0.08% | Add +2.4% | 3,551 | $289K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | New | 3,522 | $287K |
| GAMMA Investing LLC | 0.02% | Add +338.2% | 3,519 | $286K |
| Brown Advisory Inc. | 0.00% | New | 3,507 | $285K |
| Burton Enright Welch | 0.06% | Add +0.0% | 3,501 | $285K |
| SYM FINANCIAL Corp | 0.03% | Add +1.8% | 3,476 | $283K |
| Stephens Inc. | 0.00% | Reduce -3.9% | 3,475 | $283K |
| Mackenzie Financial Corp. | 0.00% | Add +9.9% | 3,455 | $281K |
| Venturi Wealth Management, LLC | 0.01% | Add +33.2% | 3,440 | $280K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +1.6% | 3,399 | $277K |
| Cambria Investment Management, L.P. | 0.02% | New | 3,373 | $275K |
| RFG Advisory, LLC | 0.01% | New | 3,366 | $274K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +22.0% | 3,350 | $273K |
| Advisor Resource Council | 0.02% | New | 3,420 | $271K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 3,301 | $269K |
| PFG Investments, LLC | 0.02% | Add +1.5% | 3,266 | $266K |
| Ballentine Partners, LLC | 0.00% | Add +5.6% | 3,262 | $266K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.3% | 3,248 | $264K |
| Adero Partners, LLC | 0.02% | Add +7.0% | 3,231 | $263K |
| Twin Lakes Capital Management, LLC | 0.18% | No change | 3,230 | $263K |
| V-Square Quantitative Management LLC | 0.04% | Add +6.2% | 3,190 | $260K |
| Seeds Investor LLC | 0.07% | New | 3,172 | $258K |
| Valeo Financial Advisors, LLC | 0.01% | Add +11.1% | 3,144 | $256K |
| Fred Alger Management, LLC | 0.00% | New | 3,143 | $256K |
| Cordatus Wealth Management LLC | 0.07% | New | 3,097 | $252K |
| Optas, LLC | 0.04% | Add +7.6% | 3,088 | $251K |
| OneDigital Investment Advisors LLC | 0.00% | Add +15.7% | 3,060 | $249K |
| Composition Wealth, LLC | 0.00% | Add +5.8% | 3,026 | $246K |
| Total Wealth Planning & Management, Inc. | 0.25% | Reduce -12.9% | 3,024 | $246K |
| Coldstream Capital Management Inc. | 0.01% | New | 3,015 | $245K |
| Chicago Partners Investment Group LLC | 0.01% | New | 2,981 | $245K |
| Brevan Howard Capital Management LP | 0.01% | New | 3,007 | $245K |
| Claro Advisors Inc. | 0.03% | Add +1.1% | 2,996 | $244K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -7.0% | 2,992 | $244K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 2,991 | $243K |
| Garden State Investment Advisory Services LLC | 0.08% | Add +30.6% | 2,986 | $243K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -8.3% | 2,979 | $242K |
| Jag Capital Management, LLC | 0.03% | New | 2,964 | $241K |
| Fieldview Capital Management, LLC | 0.03% | New | 2,950 | $240K |
| HB Wealth Management, LLC | 0.00% | New | 2,941 | $239K |
| Savvy Advisors, Inc. | 0.02% | Add +25.9% | 2,933 | $239K |
| Prudential PLC | 0.00% | Reduce -58.8% | 2,922 | $238K |
| Sanders Morris Harris LLC | 0.04% | No change | 2,850 | $236K |
| Axxcess Wealth Management, LLC | 0.01% | New | 2,887 | $235K |
| CAP Partners, LLC | 0.17% | Add +0.8% | 2,885 | $235K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -7.0% | 2,850 | $232K |
| Q3 Asset Management | 0.16% | New | 2,860 | $232K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -30.6% | 2,847 | $232K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 2,769 | $230K |
| Valtrion Capital Management, LLC | 0.31% | Add +9.9% | 2,809 | $229K |
| Qtron Investments LLC | 0.03% | New | 2,800 | $228K |
| Covestor Ltd | 0.15% | Reduce -25.6% | 2,783 | $227K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.4% | 2,767 | $225K |
| One Wealth Advisors, LLC | 0.03% | New | 2,758 | $225K |
| IFP Advisors, Inc | 0.01% | Reduce -2.2% | 2,736 | $223K |
| Optimize Financial Inc. | 0.08% | Reduce -18.3% | 2,726 | $222K |
| Two Sigma Securities, LLC | 0.03% | Reduce -73.9% | 2,724 | $222K |
| HighPoint Advisor Group LLC | 0.01% | Add +2.6% | 2,674 | $220K |
| Mgo One Seven LLC | 0.01% | New | 2,680 | $218K |
| Financial Partners Group, Inc | 0.03% | Reduce -6.4% | 2,671 | $217K |
| Waverly Advisors, LLC | 0.00% | Add +3.4% | 2,660 | $217K |
| Kingsview Wealth Management, LLC | 0.00% | Add +5.6% | 2,655 | $216K |
| Gries Financial LLC | 0.04% | Reduce -24.8% | 2,639 | $215K |
| Moors & Cabot, Inc. | 0.01% | No change | 2,630 | $214K |
| SPC Financial, Inc. | 0.02% | Add +1.9% | 2,625 | $214K |
| D.A. Davidson & Co. | 0.00% | New | 2,591 | $211K |
| PEAK6 LLC | 0.01% | New | 2,575 | $210K |
| Founders Financial Alliance, LLC | 0.05% | New | 2,535 | $206K |
| Good Life Advisors, LLC | 0.01% | Add +2.1% | 2,525 | $206K |
| Corient IA LP | 0.14% | — | 2,500 | $204K |
| Performance Wealth Partners, LLC | 0.01% | New | 2,500 | $204K |
| IVC Wealth Advisors LLC | 0.11% | No change | 2,497 | $203K |
| Wealthedge Investment Advisors, LLC | 0.09% | New | 2,477 | $202K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.10% | No change | 2,457 | $200K |
| Siemens Fonds Invest GmbH | 0.01% | New | 2,336 | $190K |
| Reyes Financial Architecture, Inc. | 0.13% | Add +30.2% | 2,149 | $175K |
| Rossby Financial, LCC | 0.07% | New | 2,084 | $173K |
| Leonteq Securities AG | 0.01% | Reduce -45.1% | 2,108 | $170K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -9.1% | 2,004 | $167K |
| UMB Bank, n.a. | 0.00% | Add +114.5% | 1,995 | $162K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +22.3% | 1,920 | $156K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.4% | 1,879 | $153K |
| Global Trust Asset Management, LLC | 0.09% | Reduce -18.1% | 1,780 | $145K |
| Icon Wealth Advisors, LLC | 0.01% | Add +1.6% | 1,771 | $144K |
| Signaturefd, LLC | 0.00% | Reduce -7.2% | 1,564 | $127K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,500 | $122K |
| CoreCap Advisors, LLC | 0.01% | Reduce -28.8% | 1,456 | $119K |
| CIBC Private Wealth Group LLC | 0.00% | Add +35.2% | 1,651 | $116K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -45.0% | 1,379 | $115K |
| Cohen & Steers, Inc. | 0.00% | New | 1,400 | $114K |
| MRP Capital Investments, LLC | 0.11% | New | 1,400 | $114K |
| Fifth Third Bancorp | 0.00% | Add +26.2% | 1,391 | $113K |
| Horizon Investments, LLC | 0.00% | Reduce -1.5% | 1,370 | $112K |
| Lindbrook Capital, LLC | 0.01% | Add +148.3% | 1,351 | $110K |
| Archer Investment Corp | 0.03% | New | 1,250 | $102K |
| Spire Wealth Management | 0.00% | Add +947.0% | 1,204 | $98K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,200 | $98K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -99.1% | 1,192 | $97K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +23.1% | 1,147 | $93K |
| Blue Trust, Inc. | 0.00% | Add +61.1% | 1,128 | $92K |
| CI Investments Inc. | 0.00% | Reduce -14.2% | 1,117 | $91K |
| Anderson Financial Strategies, LLC | 0.06% | New | 1,112 | $91K |
| Innovative Advisory Group, LLC | 0.08% | Reduce -2.3% | 1,076 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -1.2% | 1,023 | $83K |
| Financial Perspectives, Inc | 0.03% | Reduce -1.5% | 966 | $80K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +485.6% | 978 | $80K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +427.8% | 950 | $77K |
| City State Bank | 0.02% | Reduce -0.4% | 895 | $73K |
| Allworth Financial LP | 0.00% | Reduce -13.1% | 849 | $69K |
| Arax Advisory Partners | 0.00% | Add +1.4% | 837 | $68K |
| C M Bidwell & Associates Ltd. | 0.04% | Reduce -2.4% | 820 | $67K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 819 | $67K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.8% | 781 | $64K |
| Ancora Advisors LLC | 0.00% | Add +90.9% | 735 | $60K |
| Ofi Invest Asset Management | 0.00% | New | 790 | $60K |
| Twin Tree Management, LP | 0.00% | New | 716 | $58K |
| Optimum Investment Advisors | 0.03% | Add +19.2% | 715 | $58K |
| Whittier Trust Co. | 0.00% | No change | 715 | $58K |
| Brooklyn Investment Group | 0.01% | Add +24.9% | 702 | $57K |
| Private Trust Co. NA | 0.01% | Add +31.5% | 677 | $55K |
| Sterling Capital Management LLC | 0.00% | Reduce -98.0% | 672 | $55K |
| ZynergyRetirementPlanningLLC | 0.04% | No change | 557 | $50K |
| Bessemer Group Inc. | 0.00% | Add +27.5% | 602 | $49K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 563 | $46K |
| Huntington National Bank | 0.00% | Reduce -34.2% | 555 | $45K |
| Silvant Capital Management LLC | 0.00% | Reduce -87.7% | 535 | $44K |
| Avion Wealth | 0.01% | No change | 487 | $43K |
| Quarry LP | 0.01% | Reduce -65.7% | 521 | $42K |
| North Capital, Inc. | 0.04% | — | 516 | $42K |
| Itau Unibanco Holding S.A. | 0.00% | Add +3.0% | 513 | $42K |
| Putney Financial Group LLC | 0.04% | Reduce -29.5% | 509 | $41K |
| Caz Investments LP | 0.29% | No change | 500 | $41K |
| WPG Advisers, LLC | 0.04% | Add +0.2% | 485 | $39K |
| Rise Advisors, LLC | 0.02% | Add +864.6% | 463 | $38K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +153.1% | 453 | $37K |
| Wolff Wiese Magana LLC | 0.03% | Reduce -15.7% | 452 | $37K |
| McIlrath & Eck, LLC | 0.00% | No change | 432 | $35K |
| Bank & Trust Co | 0.03% | No change | 424 | $35K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 422 | $34K |
| Summit Securities Group LLC | 0.02% | New | 414 | $34K |
| North Star Investment Management Corp. | 0.00% | No change | 406 | $33K |
| Hantz Financial Services, Inc. | 0.00% | Add +59.9% | 411 | $33K |
| First Horizon Advisors, Inc. | 0.00% | No change | 397 | $32K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -30.0% | 390 | $32K |
| Hemington Wealth Management | 0.00% | Add +318.1% | 347 | $28K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 340 | $28K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.6% | 322 | $26K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 300 | $24K |
| SWAN Capital LLC | 0.01% | No change | 300 | $24K |
| NewSquare Capital LLC | 0.00% | Add +93.5% | 300 | $24K |
| Creative Financial Designs Inc. | 0.00% | New | 298 | $24K |
| SouthState Bank Corp | 0.00% | New | 295 | $24K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 275 | $22K |
| WealthCollab, LLC | 0.01% | Add +18.3% | 271 | $22K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +8.7% | 263 | $21K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 263 | $21K |
| Pacifica Partners Inc. | 0.01% | No change | 265 | $20K |
| PSI Advisors, LLC | 0.01% | No change | 239 | $19K |
| Adirondack Trust Co. | 0.01% | No change | 235 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 225 | $18K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 225 | $18K |
| CVA Family Office, LLC | 0.00% | Reduce -0.9% | 223 | $18K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -6.4% | 219 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 207 | $17K |
| TD Private Client Wealth LLC | 0.00% | Add +1.5% | 207 | $17K |
| Grove Bank & Trust | 0.00% | No change | 202 | $16K |
| Symmetry Peak Management LLC | 0.81% | — | 200 | $16K |
| SRH Advisors, LLC | 0.01% | No change | 200 | $16K |
| Stephens Consulting, LLC | 0.00% | No change | 200 | $16K |
| HM Payson & Co. | 0.00% | No change | 200 | $16K |
| Atlas Capital Advisors Inc. | 0.00% | New | 195 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +15.4% | 195 | $16K |
| Mather Group, Llc. | 0.00% | No change | 186 | $15K |
| Main Street Group, LTD | 0.01% | No change | 185 | $15K |
| Montag A & Associates Inc. | 0.00% | Reduce -8.0% | 184 | $15K |
| GoalVest Advisory LLC | 0.00% | No change | 181 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Add +66.0% | 176 | $14K |
| LRI Investments, LLC | 0.00% | No change | 171 | $14K |
| Quent Capital, LLC | 0.00% | Reduce -15.1% | 169 | $14K |
| Park Square Financial Group, LLC | 0.01% | Reduce -24.6% | 162 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +109.2% | 136 | $11K |
| Atala Financial Inc | 0.01% | No change | 135 | $11K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -5.2% | 129 | $11K |
| Bogart Wealth, LLC | 0.00% | Add +41.8% | 129 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 126 | $10K |
| Continuum Advisory, LLC | 0.00% | Reduce -34.4% | 126 | $10K |
| TrinityBridge Ltd | 0.00% | New | 125 | $10K |
| Salem Investment Counselors Inc. | 0.00% | No change | 118 | $10K |
| Richardson Financial Services Inc. | 0.01% | Reduce -3.5% | 111 | $9K |
| Abound Financial, LLC | 0.00% | New | 106 | $9K |
| PFS Partners, LLC | 0.00% | No change | 105 | $9K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 104 | $8K |
| Graney & King, LLC | 0.01% | No change | 100 | $8K |
| Addison Advisors LLC | 0.00% | No change | 100 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $8K |
| EMC Capital Management | 0.00% | No change | 100 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 91 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 90 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +67.3% | 87 | $7K |
| Tsfg, LLC | 0.00% | No change | 92 | $7K |
| Valley National Advisers Inc. | 0.00% | No change | 87 | $7K |
| Arlington Trust Co LLC | 0.00% | New | 85 | $7K |
| Saudi Central Bank | 0.03% | New | 79 | $6K |
| Tidemark, LLC | 0.00% | No change | 79 | $6K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -92.8% | 76 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 72 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Add +11.3% | 69 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 67 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 67 | $5K |
| Colonial Trust Co / SC | 0.00% | New | 64 | $5K |
| True Wealth Design, LLC | 0.00% | Add +687.5% | 63 | $5K |
| Lanark Financial, Inc. | 0.00% | — | 66 | $5K |
| High Note Wealth, LLC | 0.00% | Add +8.9% | 61 | $5K |
| Rakuten Securities, Inc. | 0.00% | Reduce -93.0% | 56 | $5K |
| Hurley Capital, LLC | 0.00% | No change | 52 | $4K |
| NCP Inc. | 0.01% | No change | 50 | $4K |
| Eq Wealth Advisors, LLC | 0.00% | New | 50 | $4K |
| Asset Planning,Inc | 0.00% | No change | 50 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 50 | $4K |
| Bfsg, LLC | 0.00% | No change | 50 | $4K |
| Capital Analysts, LLC | 0.00% | Add +46.9% | 47 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 47 | $4K |
| Global Financial Private Client, LLC | 0.00% | Add +2200.0% | 46 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 44 | $4K |
| Sierra Ocean, LLC | 0.00% | New | 42 | $3K |
| Gleason Group, Inc. | 0.00% | Reduce -2.3% | 42 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.0% | 31 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 30 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 30 | $2K |
| YANKCOM Partnership | 0.00% | No change | 28 | $2K |
| Park Place Capital Corp | 0.00% | No change | 27 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Add +333.3% | 26 | $2K |
| Beacon Capital Management, LLC | 0.00% | Add +150.0% | 25 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 25 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -93.9% | 26 | $2K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.7% | 20 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.3% | 24 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 22 | $2K |
| Sachetta, LLC | 0.00% | No change | 22 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +10.0% | 22 | $2K |
| CNB Bank | 0.00% | No change | 21 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 20 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 20 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 20 | $2K |
| Holos Integrated Wealth LLC | 0.00% | No change | 18 | $1K |
| Solstein Capital, LLC | 0.00% | No change | 18 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 17 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 15 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 13 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 13 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $1K |
| Winthrop Capital Management, LLC | 0.00% | Reduce -18.2% | 18 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 12 | $977 |
| Cromwell Holdings LLC | 0.00% | New | 12 | $977 |
| Ascentis Wealth Management, LLC | 0.00% | Add +1000.0% | 11 | $908 |
| Curio Wealth, LLC | 0.00% | New | 1 | $899 |
| Pittenger & Anderson Inc. | 0.00% | No change | 11 | $896 |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 10 | $814 |
| Mb, Levis & Associates, LLC | 0.00% | No change | 10 | $814 |
| Sandy Spring Bank | 0.00% | New | 10 | $814 |
| Principia Wealth Advisory, LLC | 0.00% | Add +11.1% | 10 | $786 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 9 | $733 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 8 | $720 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $652 |
| Sound Income Strategies, LLC | 0.00% | No change | 8 | $651 |
| PayPay Securities Corp | 0.04% | No change | 7 | $628 |
| Sittner & Nelson, LLC | 0.00% | No change | 7 | $570 |
| Key Financial Inc | 0.00% | No change | 7 | $570 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +40.0% | 7 | $570 |
| Winnacle Wealth LLC | 0.00% | Add +20.0% | 6 | $487 |
| Roxbury Financial LLC | 0.00% | No change | 5 | $416 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 5 | $411 |
| Nemes Rush Group LLC | 0.00% | Reduce -88.4% | 5 | $407 |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $326 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -66.7% | 4 | $326 |
| Crewe Advisors LLC | 0.00% | No change | 4 | $326 |
| Highline Wealth Partners LLC | 0.00% | New | 3 | $244 |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 3 | $244 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +100.0% | 2 | $163 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $163 |
| Private Wealth Asset Management, LLC | 0.00% | — | 2 | $163 |
| Activest Wealth Management | 0.00% | Add +100.0% | 2 | $163 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $162 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $82 |
| NBT Bank, N.A. | 0.00% | No change | 1 | $81 |
| Core Alternative Capital | 0.00% | No change | 1 | $81 |
| Pineridge Advisors LLC | 0.00% | No change | 1 | $81 |
| McClarren Financial Advisors, Inc. | 0.00% | New | 81 | $0 |
"% of holder's portfolio" is DOCU's weight in each manager's 13F, not the share of Docusign Inc. the manager owns.