DocusignDOCU

13F holders, Q2 2025 (June 30)
782holders −29
83new positions
108sold out
11famous investors
$77.88avg. 13F price*

At the end of Q2 2025, 782 institutions reported holding Docusign Inc. (DOCU) in their 13F filings, down 29 from Q1 2025. 83 opened new positions and 108 sold out. The largest holders were BlackRock, Inc. ($1.9B), Vanguard Group Inc. ($1.7B) and State Street Corp. ($629.0M). 11 famous investors held it, including Stanley Druckenmiller (2.6% of Duquesne Family Office's portfolio), Dan Loeb (0.6% of Third Point's portfolio) and Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio).

Company
Docusign Inc.
CUSIP
256163106
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions83$244.2M
Exits108$192.2M

All 13F filers, Q1 2025 → Q2 2025: 17,357,085 shares bought and 14,508,185 shares sold, net +2,848,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 782 holders

BlackRock, Inc. 0.04% Reduce -3.5% 24,303,866 $1.9B
Vanguard Group Inc. 0.03% Add +0.1% 21,400,026 $1.7B
State Street Corp. 0.02% Add +3.0% 8,074,976 $629.0M
American Century Companies Inc. 0.24% Add +1.6% 5,564,318 $433.4M
Jericho Capital Asset Management L.P. 4.93% No change 4,754,753 $370.3M
T. Rowe Price Associates Inc. 0.04% Add +33.7% 4,230,941 $329.5M
Capital World Investors 0.05% Add +0.1% 4,203,024 $327.4M
Newlands Management Operations LLC 1.70% No change 4,122,708 $321.1M
FMR LLC 0.02% Reduce -33.4% 4,109,725 $320.1M
Geode Capital Management, LLC 0.02% Add +1.5% 3,985,808 $309.9M
Morgan Stanley 0.02% Add +47.2% 3,886,472 $302.7M
Renaissance Technologies 0.36% Reduce -10.2% 3,449,788 $268.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +66.6% 3,379,939 $263.3M
Clearbridge Investments, LLC 0.18% Reduce -0.3% 2,777,121 $216.3M
Invesco Ltd. 0.03% Reduce -25.1% 2,574,074 $200.5M
Alyeska Investment Group, L.P. 0.68% Add +220.0% 2,445,070 $190.4M
Thrivent Financial for Lutherans 0.36% Reduce -10.4% 2,075,844 $161.7M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -13.1% 2,067,894 $161.1M
Northern Trust Corp. 0.02% Reduce -1.6% 1,954,864 $152.3M
Wellington Management Group LLP 0.03% Add +1.3% 1,850,486 $144.1M
Norges Bank 0.02% Reduce -27.6% 1,810,082 $141.0M
Royal Bank of Canada 0.03% Add +89.9% 1,649,523 $128.5M
Bank of New York Mellon Corp 0.02% Reduce -2.9% 1,547,553 $120.5M
Legal & General Group Plc 0.03% Add +16.4% 1,525,729 $118.8M
Charles Schwab Investment Management Inc. 0.02% Add +3.5% 1,447,894 $112.8M
Caisse de depot et placement du Quebec 0.22% Add +18.3% 1,336,354 $104.1M
Ameriprise Financial Inc. 0.03% Add +12.7% 1,332,919 $103.8M
Goldman Sachs Group Inc. 0.02% Reduce -14.5% 1,325,986 $103.3M
Jupiter Asset Management Ltd. 0.86% Add +88.3% 1,316,440 $102.5M
First Trust Advisors LP 0.08% Reduce -0.9% 1,308,983 $102.0M
Duquesne Family Office 2.57% Add +20.1% 1,290,440 $100.5M
Pacer Advisors, Inc. 0.26% Add +8.7% 1,268,605 $98.8M
Nordea Investment Management AB 0.08% Add +0.3% 1,114,392 $86.4M
Victory Capital Management Inc. 0.05% Add +43.6% 1,054,699 $82.2M
JPMorgan Chase & Co. 0.01% Reduce -17.6% 984,771 $76.7M
Bank of America Corp. 0.01% Reduce -11.3% 946,442 $73.7M
UBS Group AG 0.01% Reduce -24.6% 896,703 $69.8M
Dimensional Fund Advisors LP 0.02% Add +4.3% 882,700 $68.7M
Alliancebernstein L.P. 0.02% Add +132.8% 868,531 $67.6M
Citadel Advisors 0.06% Add +262.9% 822,099 $64.0M
KBC Group NV 0.16% Reduce -45.8% 782,429 $60.9M
Massachusetts Financial Services Co. 0.02% Add +30.7% 772,289 $60.2M
Glenmede Investment Management, LP 0.29% — 744,628 $58.0M
Rhumbline Advisers 0.05% Add +17.8% 709,044 $55.2M
Jennison Associates LLC 0.03% Add +6.8% 708,149 $55.2M
Clark Capital Management Group, Inc. 0.37% Add +3.0% 689,845 $53.7M
Schroder Investment Management Group 0.04% Reduce -11.2% 634,944 $49.5M
Third Point 0.65% New 625,000 $48.7M
Contour Asset Management LLC 1.59% New 623,503 $48.6M
AQR Capital Management 0.04% Reduce -38.5% 624,195 $48.2M
Assetmark, Inc. 0.11% Add +44.0% 615,292 $47.9M
Franklin Resources Inc. 0.01% Reduce -4.8% 613,139 $47.8M
Swiss National Bank 0.03% Add +7.6% 612,900 $47.7M
HSBC Holdings PLC 0.03% Add +11.9% 555,969 $43.3M
Amundi 0.01% Reduce -16.9% 537,157 $41.4M
Fiera Capital Corp 0.14% Reduce -1.4% 520,852 $40.6M
Assenagon Asset Management S.A. 0.06% Add +114.1% 512,970 $40.0M
Lord, Abbett & Co. LLC 0.13% Add +650.1% 504,883 $39.3M
Raymond James Financial Inc. 0.01% Add +7.8% 484,000 $37.7M
Principal Financial Group Inc. 0.02% Reduce -10.2% 474,840 $37.0M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +3.6% 468,066 $36.5M
Retirement Systems of Alabama 0.13% Add +0.3% 467,184 $36.4M
Deutsche Bank AG 0.01% Reduce -16.9% 464,213 $36.2M
Select Equity Group, L.P. 0.15% Reduce -7.0% 455,471 $35.5M
Primecap Management Co. 0.03% Reduce -1.3% 453,970 $35.4M
Nuveen, LLC 0.01% Reduce -32.9% 416,100 $32.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.22% No change 414,615 $32.3M
Blair William & Co. 0.09% Add +1.5% 393,334 $30.6M
Candlestick Capital Management LP 0.99% New 385,137 $30.0M
Robeco Institutional Asset Management B.V. 0.05% Reduce -24.1% 372,487 $29.0M
California Public Employees Retirement System 0.02% Add +10.4% 369,714 $28.8M
Wells Fargo & Company 0.01% Add +0.3% 369,227 $28.8M
Quantinno Capital Management LP 0.12% Reduce -0.5% 368,385 $28.7M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +127.4% 356,829 $27.8M
Skandinaviska Enskilda Banken AB (publ) 0.12% Reduce -61.7% 351,498 $27.4M
Man Group plc 0.06% Add +239.4% 346,422 $27.0M
Shannon River Fund Management LLC 3.91% New 325,915 $25.4M
CANADA LIFE ASSURANCE Co 0.04% Add +4.5% 320,340 $25.0M
California State Teachers Retirement System 0.03% Add +1.3% 310,766 $24.2M
Millennium Management 0.02% Add +3260.1% 302,004 $23.5M
Voya Investment Management LLC 0.03% Reduce -7.5% 296,852 $23.1M
Adage Capital Partners Gp, L.L.C. 0.04% New 290,000 $22.6M
Susquehanna International Group, LLP 0.03% Add +281.9% 287,651 $22.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +82.4% 286,394 $22.3M
Aware Super Pty Ltd as trustee of Aware Super 0.33% No change 285,562 $22.2M
Envestnet Asset Management Inc. 0.01% Add +58.9% 281,525 $21.9M
Verition Fund Management LLC 0.13% Add +64.9% 274,860 $21.4M
KLP Kapitalforvaltning As 0.09% Add +0.5% 270,200 $21.0M
Panagora Asset Management Inc. 0.09% Reduce -6.5% 263,183 $20.5M
New York State Common Retirement Fund 0.03% No change 247,813 $19.3M
Styrax Capital, LP 1.37% Reduce -71.3% 247,111 $19.2M
Barclays PLC 0.01% Add +8.1% 233,648 $18.2M
Cat Rock Capital Management LP 2.27% No change 231,000 $18.0M
Teacher Retirement System of Texas 0.07% Reduce -15.8% 222,209 $17.3M
Gotham Asset Management 0.10% Reduce -10.7% 219,088 $17.1M
Nippon Life Global Investors Americas, Inc. 0.74% Add +24.7% 217,210 $16.9M
CapitalatWork S.A. 0.51% Add +12.2% 215,800 $16.8M
Rockefeller Capital Management L.P. 0.04% Add +1.0% 215,159 $16.8M
State Board of Administration of Florida Retirement System 0.03% Add +1.1% 200,562 $15.6M
Allianz Asset Management GmbH 0.02% Reduce -8.4% 196,936 $15.3M
New York State Teachers Retirement System 0.03% Add +4.9% 196,624 $15.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +75.7% 193,830 $15.1M
Nomura Asset Management Co. Ltd. 0.04% Add +3.2% 189,721 $14.8M
Treasurer of the State of North Carolina 0.05% Add +51.0% 189,178 $14.7M
Evergreen Capital Management LLC 0.43% Reduce -0.6% 185,567 $14.5M
Saudi Central Bank 0.59% Add +233283.5% 184,373 $14.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +8.6% 176,411 $13.7M
LPL Financial LLC 0.00% Reduce -9.2% 175,473 $13.7M
Achmea Investment Management B.V. 0.18% Add +1.2% 174,598 $13.6M
Korea Investment CORP 0.03% Reduce -23.1% 174,485 $13.6M
Illinois Municipal Retirement Fund 0.17% Add +86.7% 164,714 $12.8M
Bridgewater Associates 0.05% Add +162.4% 164,176 $12.8M
Swedbank AB 0.01% Add +0.2% 163,559 $12.7M
State of Wisconsin Investment Board 0.03% Reduce -5.9% 161,194 $12.6M
Danske Bank A/S 0.03% Reduce -47.3% 158,123 $12.3M
Acadian Asset Management LLC 0.03% Add +530.7% 157,992 $12.3M
Citigroup Inc. 0.01% Reduce -41.8% 157,689 $12.3M
Aviva PLC 0.03% Add +6.2% 156,526 $12.2M
Russell Investments Group, Ltd. 0.02% Reduce -7.0% 157,413 $12.2M
Ardmore Road Asset Management LP 1.01% Add +41.8% 156,000 $12.2M
Pinebridge Investments, L.P. 0.09% Add +6.6% 153,352 $11.9M
Pathstone Holdings, LLC 0.04% Reduce -0.0% 143,040 $11.1M
BNP Paribas Financial Markets 0.01% Reduce -10.3% 142,545 $11.1M
Macquarie Group Ltd. 0.01% Reduce -24.8% 137,460 $10.7M
Burney Co./ 0.35% Reduce -7.7% 131,265 $10.2M
Empowered Funds, LLC 0.11% Add +20.9% 126,357 $9.8M
Baird Financial Group, Inc. 0.02% Add +927.2% 124,145 $9.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.8% 122,508 $9.5M
Stifel Financial Corp. 0.01% Add +35.7% 121,560 $9.5M
Storebrand Asset Management As 0.03% Add +0.9% 117,543 $9.2M
MetLife Investment Management, LLC 0.05% Reduce -4.1% 115,924 $9.0M
Aberdeen Group plc 0.02% Add +5.8% 115,318 $9.0M
Federated Hermes, Inc. 0.02% Reduce -59.0% 114,695 $8.9M
Shearwater Capital LLC 5.61% No change 114,428 $8.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -51.8% 113,814 $8.9M
Osaic Holdings, Inc. 0.02% Add +177.5% 109,597 $8.8M
Forsta Ap-Fonden 0.06% Add +5.3% 112,200 $8.7M
Pictet Asset Management Holding SA 0.01% Reduce -4.0% 112,015 $8.7M
Ensign Peak Advisors, Inc 0.01% Reduce -8.3% 102,244 $8.0M
Tairen Capital Ltd 0.80% New 101,011 $7.9M
Mutual of America Capital Management LLC 0.08% Reduce -3.1% 100,706 $7.8M
Amalgamated Bank 0.06% Add +0.1% 96,541 $7.5M
Royal London Asset Management Ltd. 0.02% Add +0.6% 95,636 $7.4M
Oak Family Advisors, LLC 2.68% Add +34.3% 95,134 $7.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -13.7% 93,403 $7.4M
Level Four Advisory Services, LLC 0.27% Reduce -6.9% 94,176 $7.3M
Syon Capital LLC 0.48% Add +4.0% 93,645 $7.3M
Greenwich Wealth Management LLC 0.35% No change 93,420 $7.3M
Capital Fund Management S.A. 0.08% Reduce -44.4% 91,101 $7.1M
Cerity Partners LLC 0.01% Reduce -18.4% 91,022 $7.1M
State of Tennessee, Department of Treasury 0.02% Add +6.0% 88,369 $6.9M
Bank of Montreal 0.00% Reduce -16.7% 87,839 $6.8M
Lazard Asset Management LLC 0.01% Reduce -20.1% 86,707 $6.8M
Harel Insurance Investments & Financial Services Ltd. 0.08% Reduce -5.0% 85,946 $6.7M
Gilman Hill Asset Management, LLC 1.07% Add +0.0% 84,362 $6.6M
Candriam S.C.A. 0.04% Add +65.1% 84,116 $6.6M
Federation des caisses Desjardins du Quebec 0.03% Add +19.8% 80,408 $6.3M
Proem Advisors LLC 1.65% Add +166.7% 80,000 $6.2M
CapWealth Advisors, LLC 0.60% New 77,833 $6.1M
AXA S.A. 0.02% Reduce -33.9% 77,327 $6.0M
Ceera Investments, LLC 1.84% Reduce -2.2% 76,937 $6.0M
Asset Management One Co., Ltd. 0.02% Reduce -1.5% 76,814 $6.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -1.1% 76,382 $5.9M
Mn Services Vermogensbeheer B.V. 0.04% Add +1.1% 74,900 $5.8M
Parallax Volatility Advisers, L.P. 0.28% Reduce -40.8% 72,780 $5.7M
QRG Capital Management, Inc. 0.05% Add +6.5% 70,583 $5.5M
State of New Jersey Common Pension Fund D 0.02% Reduce -0.7% 69,201 $5.4M
Yousif Capital Management, LLC 0.06% Reduce -1.7% 68,710 $5.4M
Swiss Life Asset Management Ltd 0.03% Add +66.0% 68,659 $5.3M
WINTON GROUP Ltd 0.27% New 68,184 $5.3M
Public Employees Retirement System of Ohio 0.02% Add +1.0% 67,153 $5.2M
Resona Asset Management Co.,Ltd. 0.03% Add +3.5% 66,958 $5.2M
Sienna Gestion 0.35% Add +11.0% 72,376 $5.1M
Walleye Trading LLC 0.13% Add +190.3% 65,950 $5.1M
Maverick Capital 0.08% New 65,829 $5.1M
Comerica Bank 0.02% Reduce -9.9% 65,430 $5.1M
Teachers Retirement System of the State of Kentucky 0.04% No change 65,320 $5.1M
Mediolanum International Funds Ltd 0.06% Reduce -47.3% 65,683 $5.0M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -3.2% 64,069 $5.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -4.2% 61,800 $4.8M
Cary Street Partners Financial LLC 0.13% Reduce -0.6% 61,567 $4.8M
Arizona State Retirement System 0.03% Add +1.3% 59,138 $4.6M
Louisiana State Employees Retirement System 0.08% Add +0.7% 57,000 $4.4M
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.78% — 56,985 $4.4M
LMR Partners LLP 0.10% Add +665.7% 55,476 $4.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -23.3% 53,064 $4.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +7.7% 52,029 $4.1M
Simplex Trading, LLC 0.11% Add +181.6% 51,883 $4.0M
Cetera Investment Advisers 0.01% Add +7.3% 51,606 $4.0M
Neuberger Berman Group LLC 0.00% Add +17.2% 51,294 $4.0M
Mercer Global Advisors Inc. 0.01% Add +4.4% 50,947 $4.0M
Handelsbanken Fonder AB 0.01% Reduce -2.3% 50,500 $3.9M
Commonwealth Equity Services, LLC 0.01% Reduce -16.0% 48,910 $3.8M
State of Michigan Retirement System 0.02% Reduce -8.5% 48,700 $3.8M
Baker Avenue Asset Management, LP 0.11% Add +3.3% 48,629 $3.8M
Xponance LLC 0.03% Reduce -7.4% 48,369 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.1% 48,028 $3.7M
Walleye Capital LLC 0.04% Add +202.5% 47,688 $3.7M
Intech Investment Management LLC 0.03% Reduce -59.9% 47,107 $3.7M
Westbourne Investment Advisors, Inc. 1.09% Add +0.4% 46,199 $3.6M
Selective Wealth Management, Inc. 1.30% Reduce -3.5% 44,673 $3.6M
New Age Alpha Advisors, LLC 0.16% Add +10.0% 45,316 $3.5M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.7% 45,214 $3.5M
Vident Advisory, LLC 0.04% Add +16.1% 45,142 $3.5M
Marshall Wace, LLP 0.00% Reduce -84.7% 45,130 $3.5M
Ilmarinen Mutual Pension Insurance Co 0.03% New 44,500 $3.5M
Commerce Bank 0.02% Add +16.6% 44,197 $3.4M
D. E. Shaw & Co. 0.00% New 42,028 $3.3M
Hussman Strategic Advisors, Inc. 0.75% New 42,000 $3.3M
New Mexico Educational Retirement Board 0.11% No change 41,800 $3.3M
Paradiem, LLC 0.81% Reduce -22.8% 41,344 $3.2M
Silver Lake Advisory, LLC 1.37% Add +2.4% 41,182 $3.2M
Oregon Public Employees Retirement Fund 0.06% No change 41,153 $3.2M
Silvercrest Asset Management Group LLC 0.02% Reduce -23.8% 40,850 $3.2M
HighTower Advisors, LLC 0.00% Reduce -11.0% 40,645 $3.2M
Sei Investments Co. 0.00% Add +3.3% 40,386 $3.1M
Union Square Park Capital Management, LLC 2.75% Add +100.0% 40,000 $3.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +8.3% 39,836 $3.1M
Ameritas Investment Partners, Inc. 0.10% Reduce -1.1% 39,318 $3.1M
PEAK6 LLC 0.10% Add +1421.9% 39,190 $3.1M
Inspire Advisors, LLC 0.31% Add +98.0% 38,948 $3.0M
State of Alaska, Department of Revenue 0.03% Add +59.6% 37,780 $2.9M
Carrera Capital Advisors 0.59% Add +197.9% 37,332 $2.9M
Toronto Dominion Bank 0.01% Add +21.1% 36,768 $2.9M
IFM Investors Pty Ltd 0.03% Add +5.5% 36,401 $2.8M
TD Asset Management Inc 0.00% Add +83.4% 35,884 $2.8M
DNB Asset Management AS 0.01% Add +0.1% 35,647 $2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -22.5% 35,175 $2.7M
Martingale Asset Management L P 0.07% Add +0.1% 35,010 $2.7M
DekaBank Deutsche Girozentrale 0.00% Add +15.9% 35,560 $2.7M
Van Eck Associates Corp. 0.00% Reduce -34.5% 34,592 $2.7M
Janney Montgomery Scott LLC 0.01% Reduce -18.4% 33,768 $2.6M
Utah Retirement Systems 0.03% Reduce -0.4% 33,266 $2.6M
Nissay Asset Management Corp. /Japan 0.01% Reduce -49.3% 32,989 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -17.5% 31,858 $2.5M
Group One Trading LLC 0.08% New 30,959 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% Add +4.0% 30,626 $2.4M
Firsthand Capital Management, Inc. 4.21% No change 30,000 $2.3M
RBF Capital, LLC 0.12% New 30,000 $2.3M
Elo Mutual Pension Insurance Co 0.05% Add +16.0% 29,669 $2.3M
CastleKnight Management LP 0.16% New 29,500 $2.3M
Bridgeway Capital Management, LLC 0.05% Reduce -2.2% 29,500 $2.3M
Meridian Investment Counsel Inc. 0.60% Reduce -1.6% 28,474 $2.2M
O'shaughnessy Asset Management, LLC 0.02% Reduce -4.0% 28,399 $2.2M
OMERS ADMINISTRATION Corp 0.02% Reduce -5.7% 28,109 $2.2M
Corient Private Wealth LP 0.00% Add +23.6% 27,937 $2.2M
Destiny Capital Corp 1.26% No change 26,903 $2.1M
Capstone Investment Advisors, LLC 0.02% New 26,528 $2.1M
MML Investors Services, LLC 0.01% Add +3.9% 26,258 $2.0M
&partners 0.02% Add +39.5% 26,221 $2.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +9.6% 25,896 $2.0M
Private Advisor Group, LLC 0.01% Reduce -10.7% 25,843 $2.0M
Sirios Capital Management L P 0.29% Add +58.0% 25,663 $2.0M
SummitTX Capital, L.P. 0.09% New 25,475 $2.0M
Harmony Asset Management LLC 0.73% New 25,019 $1.9M
Washington Trust Advisors, Inc. 0.16% Add +45.8% 24,810 $1.9M
Prudential Financial Inc. 0.00% Add +24.4% 24,255 $1.9M
Larson Financial Group LLC 0.08% Reduce -3.5% 24,285 $1.9M
Cwm, LLC 0.01% Reduce -0.1% 24,022 $1.9M
Orion Porfolio Solutions, LLC 0.02% Add +50.8% 23,832 $1.9M
Landscape Capital Management, L.L.C. 0.14% Reduce -39.6% 23,524 $1.8M
1832 Asset Management L.P. 0.00% New 23,100 $1.8M
Creative Planning 0.00% Reduce -18.9% 22,883 $1.8M
Dakota Wealth Management 0.04% Add +1.9% 22,742 $1.8M
South Dakota Investment Council 0.03% Add +35.3% 22,181 $1.7M
PARUS FINANCE (UK) Ltd 0.49% Reduce -1.2% 21,950 $1.7M
Tidal Investments LLC 0.01% Reduce -24.5% 21,837 $1.7M
Eventide Asset Management, LLC 0.03% Add +14.8% 21,873 $1.7M
Mission Creek Capital Partners, Inc. 0.37% Reduce -2.1% 21,547 $1.7M
Oak Harvest Investment Services 0.21% Reduce -10.8% 21,474 $1.7M
New York Life Investment Management LLC 0.02% Reduce -2.0% 21,411 $1.7M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.1% 21,300 $1.7M
Mitchell & Pahl Private Wealth, LLC 0.73% Add +2.7% 21,273 $1.7M
OP Asset Management Ltd 0.02% Reduce -0.3% 21,100 $1.6M
Daiwa Securities Group Inc. 0.01% Add +0.5% 21,074 $1.6M
J. Safra Sarasin Holding AG 0.03% Reduce -15.9% 21,068 $1.6M
Summit Trail Advisors, LLC 0.03% New 20,922 $1.6M
WT Wealth Management 0.48% New 20,734 $1.6M
Ieq Capital, LLC 0.01% Add +27.9% 20,543 $1.6M
Janus Henderson Group PLC 0.00% Add +25.0% 20,427 $1.6M
Mackenzie Financial Corp. 0.00% Add +490.9% 20,415 $1.6M
Leonteq Securities AG 0.09% Add +863.7% 20,314 $1.6M
Bullseye Asset Management LLC 0.78% New 20,000 $1.6M
STRS Ohio 0.01% Add +47.9% 19,660 $1.5M
Los Angeles Capital Management LLC 0.01% Reduce -77.7% 19,654 $1.5M
Montag A & Associates Inc. 0.07% Add +10497.8% 19,500 $1.5M
Rafferty Asset Management, LLC 0.00% Reduce -2.6% 19,010 $1.5M
Tredje AP-fonden 0.01% Add +9.6% 18,987 $1.5M
Captrust Financial Advisors 0.00% Add +9.2% 18,547 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +3.9% 18,448 $1.4M
Nisa Investment Advisors, LLC 0.01% Reduce -3.2% 18,396 $1.4M
Merit Financial Group, LLC 0.02% Reduce -0.4% 18,264 $1.4M
Resonant Capital Advisors, LLC 0.09% Add +2.5% 18,245 $1.4M
Y.D. More Investments Ltd 0.10% Add +10.1% 18,512 $1.4M
Generali Asset Management SPA SGR 0.03% Reduce -24.6% 18,169 $1.4M
Mariner, LLC 0.00% Reduce -40.3% 17,700 $1.4M
Board of the Pension Protection Fund 1.49% Add +86.3% 17,700 $1.4M
Investment Management Corp of Ontario 0.02% Add +8.4% 17,438 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.05% Reduce -40.5% 17,010 $1.3M
Sanders Morris Harris LLC 0.32% Add +496.5% 17,000 $1.3M
Arkadios Wealth Advisors 0.04% New 16,945 $1.3M
Moneco Advisors, LLC 0.12% Reduce -2.4% 16,899 $1.3M
Sage Rhino Capital LLC 0.28% Reduce -0.2% 16,786 $1.3M
Virtus Investment Advisers, LLC 0.44% Add +15.1% 16,735 $1.3M
Hilltop Holdings Inc. 0.08% Add +126.7% 16,665 $1.3M
Brevan Howard Capital Management LP 0.01% Add +449.9% 16,535 $1.3M
XTX Topco Ltd 0.05% Reduce -41.2% 16,498 $1.3M
SG Americas Securities, LLC 0.01% Add +153.4% 16,344 $1.3M
Heron Bay Capital Management 0.25% Add +0.4% 16,093 $1.3M
Securian Asset Management, Inc. 0.03% No change 15,344 $1.2M
Vega Investment Solutions 0.27% Reduce -10.3% 15,005 $1.2M
AMG National Trust Bank 0.03% Reduce -35.6% 14,982 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +23.4% 14,906 $1.2M
Virtus Advisers, LLC 0.71% No change 14,629 $1.1M
IMA Advisory Services, Inc. 0.12% Add +17.2% 14,615 $1.1M
GMO 0.00% Add +71.2% 14,483 $1.1M
Focus Partners Wealth 0.00% Add +30.7% 14,378 $1.1M
Ethic Inc. 0.02% Reduce -0.1% 14,477 $1.1M
Jones Financial Companies LLLP 0.00% Reduce -17.1% 14,265 $1.1M
Linden Thomas Advisory Services, LLC 0.12% Add +0.3% 13,978 $1.1M
Ameritas Advisory Services, LLC 0.06% Reduce -11.3% 13,712 $1.1M
Acorn Financial Advisory Services Inc. 0.17% Reduce -3.4% 13,621 $1.1M
L2 Asset Management, LLC 0.17% New 13,557 $1.1M
MFG Wealth Management, Inc. 0.86% Reduce -44.5% 13,179 $1.0M
Railway Pension Investments Ltd 0.01% No change 13,103 $1.0M
Lifestyle Asset Management, Inc. 0.48% Add +8.6% 13,077 $1.0M
DAVENPORT & Co LLC 0.01% Add +1.8% 13,075 $1.0M
Advisory Services Network, LLC 0.02% Reduce -46.1% 13,403 $1.0M
Natixis Advisors, LLC 0.00% Reduce -44.0% 12,989 $1.0M
Vinva Investment Management Ltd 0.03% Reduce -30.1% 13,140 $1.0M
Kentucky Retirement Systems 0.03% Reduce -6.2% 12,843 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -20.5% 12,822 $999K
Titleist Asset Management, LLC 0.10% No change 12,756 $994K
Profund Advisors LLC 0.04% Reduce -24.3% 12,660 $986K
Eagle Harbor Asset Management Inc. 0.94% Reduce -4.1% 12,565 $979K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.1% 12,463 $971K
Avanza Fonder AB 0.03% New 12,437 $969K
Crossmark Global Holdings, Inc. 0.02% Add +7.8% 12,413 $967K
Quadrant Capital Group LLC 0.03% Add +113.1% 12,392 $965K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.03% Reduce -54.2% 12,335 $961K
Greenwood Capital Associates LLC 0.11% Add +21.6% 11,719 $913K
Oddo BHF Asset Management Sas 0.03% Reduce -6.6% 11,606 $904K
Guggenheim Capital LLC 0.01% Add +6.7% 11,543 $899K
Moran Wealth Management, LLC 0.03% Reduce -17.4% 11,432 $890K
Kazazian Asset Management, LLC 1.23% Reduce -64.5% 11,396 $888K
Gulf International Bank (UK) Ltd 0.03% No change 11,323 $881K
MAI Capital Management 0.01% Add +1.5% 11,277 $878K
Inceptionr LLC 0.20% Add +46.7% 10,929 $851K
SBI Securities Co., Ltd. 0.02% Add +18.3% 10,900 $849K
Hancock Whitney Corp. 0.02% Add +61.7% 10,817 $843K
Rodgers Brothers Inc. 0.11% Add +37.1% 10,750 $837K
Perpetual Ltd 0.01% Add +30.4% 10,635 $828K
Mach-1 Financial Group, LLC 0.24% Reduce -23.6% 10,506 $818K
WCG Wealth Advisors LLC 0.05% Add +3.3% 10,347 $806K
Kestra Private Wealth Services, LLC 0.01% Reduce -18.4% 10,198 $794K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +4.9% 10,197 $794K
Formidable Asset Management, LLC 0.13% Add +109.1% 9,905 $788K
Aspiriant, LLC 0.03% Add +0.0% 10,117 $788K
Sender Co & Partners, Inc. 0.22% New 9,981 $777K
Green Alpha Advisors, LLC 0.74% Reduce -5.7% 9,909 $772K
denkapparat Operations GmbH 0.61% No change 9,842 $767K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -10.4% 9,831 $766K
Wealth Management Associates, Inc. 0.30% Reduce -0.6% 9,755 $760K
Sanctuary Advisors, LLC 0.00% Add +11.9% 9,706 $756K
Retireful, LLC 0.52% Reduce -28.8% 9,624 $750K
NewEdge Wealth, LLC 0.01% Add +3.1% 10,631 $749K
LSV Asset Management 0.00% Reduce -96.9% 9,500 $740K
E. Ohman J:or Asset Management AB 0.02% No change 9,500 $740K
Maryland State Retirement & Pension System 0.02% No change 9,496 $740K
M&T Bank Corp 0.00% Reduce -4.0% 9,478 $738K
Principal Securities, Inc. 0.01% Add +10.7% 9,309 $725K
ProShare Advisors LLC 0.00% Add +3.9% 9,296 $724K
NewEdge Advisors, LLC 0.00% Reduce -0.9% 9,119 $710K
J.W. Cole Advisors, Inc. 0.02% Add +2.9% 9,114 $710K
RMR Wealth Builders 0.06% No change 9,108 $709K
Bollard Group LLC 0.02% No change 9,053 $705K
Kestra Advisory Services, LLC 0.00% Add +7.1% 9,013 $702K
Steward Partners Investment Advisory, LLC 0.01% Reduce -5.1% 8,923 $695K
Fluent Financial, LLC 0.28% Add +23.3% 8,841 $689K
CIBC Asset Management Inc 0.00% Add +0.7% 8,828 $688K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -14.4% 8,761 $682K
CSM Advisors, LLC 0.02% New 8,720 $679K
Integrated Wealth Concepts LLC 0.01% Add +12.9% 8,599 $670K
Oppenheimer Asset Management Inc. 0.01% Reduce -5.2% 8,582 $668K
Freedom Investment Management, Inc. 0.05% Add +4.5% 8,576 $668K
Kornitzer Capital Management Inc. 0.01% Reduce -0.7% 8,575 $668K
State of Wyoming 0.08% Add +25.6% 8,559 $667K
Plato Investment Management Ltd 0.05% Add +0.1% 8,587 $666K
Prairie Wealth Advisors, Inc. 0.28% Add +2.0% 8,534 $665K
Envestnet Portfolio Solutions, Inc. 0.00% Add +106.0% 8,510 $663K
Bokf, NA 0.01% Reduce -0.0% 8,470 $660K
Atria Investments, Inc 0.01% Add +5.6% 8,455 $659K
Atom Investors LP 0.06% New 8,444 $658K
Cibc World Markets Corp. 0.00% Reduce -8.3% 8,432 $657K
Forum Financial Management, LP 0.01% Reduce -2.1% 8,422 $656K
Shelton Capital Management 0.01% Reduce -0.8% 8,366 $652K
Vestcor Inc 0.02% Reduce -42.1% 8,334 $649K
GC Wealth Management RIA, LLC 0.05% New 8,305 $647K
Farther Finance Advisors, LLC 0.01% Add +67.6% 8,089 $630K
Beck Capital Management, LLC 0.16% Reduce -7.8% 7,982 $622K
iA Global Asset Management Inc. 0.01% Add +2.1% 7,872 $613K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +4.3% 7,834 $610K
Leigh Baldwin & Co., LLC 0.40% New 5,196 $606K
Garde Capital, Inc. 0.03% Reduce -4.5% 7,770 $605K
Summit Financial, LLC 0.01% New 7,704 $600K
Allworth Financial LP 0.00% Add +807.3% 7,703 $600K
Susquehanna Fundamental Investments, LLC 0.02% Reduce -71.3% 7,657 $596K
Gilbert & Cook, Inc. 0.08% Add +2.3% 7,650 $596K
Brighton Jones LLC 0.02% Add +0.1% 7,584 $591K
BCS Private Wealth Management, Inc. 0.22% — 7,390 $576K
Qtron Investments LLC 0.07% Add +161.9% 7,332 $571K
Independent Financial Group, LLC 0.02% Add +1.1% 7,296 $568K
DGS Capital Management, LLC 0.12% Add +48.4% 7,291 $568K
Wealthspire Advisors, LLC 0.00% Add +10.6% 7,275 $567K
Freestone Capital Holdings, LLC 0.02% Reduce -67.2% 7,193 $560K
Bennett Selby Investments LP 0.20% Add +18.1% 7,075 $551K
Unique Wealth Strategies, LLC 0.23% New 7,013 $546K
Prudential PLC 0.00% Add +138.4% 6,965 $543K
Baader Bank Aktiengesellschaft 0.05% Add +11.1% 7,274 $542K
Choreo, LLC 0.01% Reduce -2.8% 6,843 $533K
Compound Planning, Inc. 0.02% Reduce -4.7% 6,819 $531K
Cresset Asset Management, LLC 0.00% Reduce -34.0% 6,813 $531K
Truist Financial Corp. 0.00% Add +4.4% 6,655 $518K
Fairvoy Private Wealth, LLC 0.13% Reduce -9.4% 6,637 $517K
Vontobel Holding Ltd. 0.00% Reduce -12.1% 6,635 $517K
Comprehensive Financial Management LLC 0.01% No change 6,593 $514K
Essex Financial Services, Inc. 0.03% Reduce -0.9% 6,499 $506K
Rathbones Group PLC 0.00% Reduce -85.9% 6,472 $504K
Motley Fool Asset Management LLC 0.02% Add +11.7% 6,448 $502K
Banque Cantonale Vaudoise 0.02% Reduce -0.8% 6,414 $500K
ASR Vermogensbeheer N.V. 0.01% Reduce -0.5% 6,393 $498K
APG Asset Management US Inc. 0.00% No change 6,389 $494K
Financial Advocates Investment Management 0.04% Reduce -7.1% 6,344 $494K
J2 Capital Management Inc 0.39% Add +43.8% 6,232 $485K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -61.9% 6,013 $468K
APG Asset Management N.V. 0.00% Reduce -2.7% 7,033 $467K
Western Wealth Management, LLC 0.03% Add +0.4% 5,912 $460K
Citizens Financial Group Inc. 0.01% Reduce -0.9% 5,860 $456K
Navellier & Associates Inc. 0.06% Reduce -0.8% 5,853 $456K
Praxis Investment Management Inc. 0.03% No change 5,800 $452K
Fifth Third Wealth Advisors LLC 0.02% Add +0.1% 5,799 $452K
Pallas Capital Advisors LLC 0.02% Reduce -4.4% 5,697 $444K
Palogic Value Management, L.P. 0.19% Add +4.6% 5,687 $443K
Impact Partnership Wealth, LLC 0.08% Add +14.9% 5,675 $442K
Csenge Advisory Group 0.02% Add +5.0% 4,932 $437K
Vise Technologies, Inc. 0.02% — 5,601 $436K
Burns Matteson Capital Management, LLC 0.21% Reduce -4.3% 5,517 $430K
Snowden Capital Advisors LLC 0.01% Reduce -8.7% 5,481 $427K
First Citizens Bank & Trust Co. 0.01% New 5,478 $427K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -6.5% 5,451 $425K
Wahed Invest LLC 0.06% Add +6.0% 5,435 $423K
Centaurus Financial, Inc. 0.02% Add +2.6% 5,398 $420K
PNC Financial Services Group, Inc. 0.00% Reduce -22.8% 5,317 $414K
Optas, LLC 0.08% Add +71.4% 5,294 $412K
Americana Partners, LLC 0.01% Reduce -5.7% 5,291 $412K
GraniteShares Advisors LLC 0.25% New 5,274 $411K
Kingswood Wealth Advisors, LLC 0.03% Reduce -1.1% 5,257 $409K
Piar LLC 0.45% No change 5,000 $407K
Leuthold Group, LLC 0.05% No change 5,188 $404K
Audent Global Asset Management, LLC 0.29% Reduce -3.9% 5,151 $401K
Aaron Wealth Advisors LLC 0.04% Reduce -4.5% 5,142 $401K
Cassaday & Co Wealth Management LLC 0.01% No change 5,133 $400K
Legacy Financial Advisors, Inc. 0.06% Add +1.0% 5,119 $399K
Prospera Financial Services Inc 0.01% Add +2.5% 5,119 $399K
Obermeyer Wealth Partners 0.02% No change 5,000 $389K
International Assets Investment Management, LLC 0.03% Add +0.1% 4,968 $387K
Marex Group Ltd 0.01% Reduce -49.5% 4,960 $386K
Jackson Creek Investment Advisors LLC 0.10% Reduce -2.3% 4,857 $378K
Occudo Quantitative Strategies LP 0.04% New 4,837 $377K
Intellectus Partners, LLC 0.08% Reduce -17.2% 4,827 $376K
Flagship Harbor Advisors, LLC 0.02% Reduce -3.1% 4,812 $375K
DMC Group, LLC 0.29% Reduce -5.6% 4,719 $368K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +238.1% 4,663 $363K
Synergy Financial Group, LTD 0.27% Reduce -3.9% 4,648 $362K
Independent Advisor Alliance 0.01% Reduce -12.1% 4,631 $361K
Pingora Partners LLC 0.27% No change 4,600 $358K
Essex LLC 0.07% Reduce -22.8% 4,583 $357K
US Bancorp \de 0.00% Reduce -1.6% 4,575 $356K
Chilton Investment Co. Inc. 0.01% No change 4,540 $354K
Squarepoint Ops LLC 0.00% Reduce -98.3% 4,531 $353K
Sandbox Financial Partners, LLC 0.11% New 4,494 $350K
Patten & Patten Inc. 0.02% Reduce -19.5% 4,469 $348K
Griffin Asset Management, Inc. 0.04% No change 4,450 $347K
Ossiam 0.00% No change 4,449 $347K
Philip James Wealth Mangement, LLC 0.05% Reduce -1.6% 4,398 $343K
Truvestments Capital LLC 0.07% Add +8.0% 4,382 $341K
Alps Advisors Inc. 0.00% Add +1.2% 4,363 $340K
Journey Strategic Wealth LLC 0.01% Reduce -15.2% 4,330 $337K
Chicago Partners Investment Group LLC 0.01% Add +38.7% 4,135 $337K
Rehmann Capital Advisory Group 0.02% Reduce -22.4% 4,316 $336K
Aspen Investment Management Inc 0.14% Add +11.8% 4,133 $322K
Strategic Investment Advisors / MI 0.03% New 4,099 $319K
National Bank of Canada 0.00% Reduce -64.4% 4,036 $314K
TFB Advisors LLC 0.08% Add +13.5% 4,030 $314K
Certuity, LLC 0.03% Reduce -5.7% 4,025 $314K
Arista Wealth Management, LLC 0.04% New 4,000 $312K
Wealthfront Advisers LLC 0.00% Add +8.1% 3,983 $310K
Lingohr Asset Management GmbH 0.56% Reduce -95.3% 3,955 $308K
United Advisor Group, LLC 0.05% Add +1.6% 3,944 $307K
Pinnacle Associates Ltd. 0.00% Add +20.5% 3,913 $305K
Woodline Partners LP 0.00% New 3,912 $305K
NorthCoast Asset Management LLC 0.00% Reduce -14.1% 3,907 $304K
Kera Capital Partners, Inc. 0.06% Add +7.2% 3,868 $301K
Narus Financial Partners, LLC 0.09% New 3,836 $299K
Versant Capital Management, Inc 0.04% Reduce -17.7% 3,789 $295K
Sunbelt Securities, Inc. 0.03% Add +9.0% 3,247 $292K
Ostrum Asset Management 0.01% Reduce -2.8% 3,738 $291K
Frontier Capital Management Co. LLC 0.00% Reduce -91.5% 3,716 $289K
Beacon Pointe Advisors, LLC 0.00% New 3,591 $280K
World Investment Advisors 0.01% Reduce -20.3% 3,570 $278K
Brooklyn Investment Group 0.04% Add +404.3% 3,540 $276K
Burton Enright Welch 0.05% Add +0.2% 3,507 $273K
Sterling Capital Management LLC 0.00% Add +420.2% 3,496 $272K
Natixis 0.00% New 3,489 $272K
RFG Advisory, LLC 0.01% Add +3.0% 3,466 $270K
Exchange Traded Concepts, LLC 0.00% Add +20.7% 3,437 $268K
Ballentine Partners, LLC 0.00% Add +5.2% 3,431 $267K
Coldstream Capital Management Inc. 0.00% Add +13.6% 3,424 $267K
GAMMA Investing LLC 0.02% Reduce -2.9% 3,418 $266K
Tower Research Capital LLC (TRC) 0.01% Reduce -50.3% 3,415 $266K
Dorsey & Whitney Trust CO LLC 0.01% Add +0.3% 3,410 $266K
UniSuper Management Pty Ltd 0.00% Reduce -12.8% 3,400 $265K
Cambria Investment Management, L.P. 0.02% No change 3,373 $263K
Mgo One Seven LLC 0.01% Add +25.1% 3,352 $261K
Arcus Capital Partners, LLC 0.11% New 3,346 $261K
Holocene Advisors, LP 0.00% New 3,341 $260K
Knollwood Investment Advisory, LLC 0.02% No change 3,301 $257K
Versor Investments LP 0.05% New 3,300 $257K
Kapstone Financial Advisors LLC 0.13% New 3,285 $256K
Stephens Inc. 0.00% Reduce -6.1% 3,262 $254K
Twin Lakes Capital Management, LLC 0.15% Reduce -0.7% 3,208 $250K
Equitable Holdings, Inc. 0.00% New 3,208 $250K
OneDigital Investment Advisors LLC 0.00% Add +4.7% 3,203 $250K
Inscription Capital, LLC 0.04% New 3,181 $248K
Total Wealth Planning & Management, Inc. 0.21% Add +4.8% 3,170 $247K
PFG Investments, LLC 0.01% Reduce -3.3% 3,159 $246K
V-Square Quantitative Management LLC 0.03% Reduce -1.5% 3,142 $245K
Composition Wealth, LLC 0.00% Add +3.1% 3,121 $243K
Savvy Advisors, Inc. 0.02% Add +5.3% 3,090 $241K
Callan Family Office, LLC 0.01% New 3,086 $240K
Cordatus Wealth Management LLC 0.06% Reduce -0.8% 3,071 $239K
Claret Asset Management Corp 0.03% Reduce -21.4% 3,042 $237K
Atria Wealth Solutions, Inc. 0.01% Reduce -67.8% 3,001 $236K
Garden State Investment Advisory Services LLC 0.06% Add +1.4% 3,028 $236K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -79.8% 3,011 $235K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 2,991 $233K
AE Wealth Management LLC 0.00% New 2,939 $229K
Axxcess Wealth Management, LLC 0.01% No change 2,887 $225K
Valtrion Capital Management, LLC 0.27% Add +2.7% 2,884 $225K
CAP Partners, LLC 0.14% Reduce -0.4% 2,873 $224K
Concurrent Investment Advisors, LLC 0.00% Reduce -62.3% 2,864 $223K
Jane Street Group, LLC 0.00% Reduce -85.8% 2,862 $223K
Siemens Fonds Invest GmbH 0.01% Add +20.0% 2,803 $218K
Moors & Cabot, Inc. 0.01% Add +5.7% 2,780 $217K
Gallacher Capital Management LLC 0.10% Reduce -48.1% 2,767 $216K
United Capital Financial Advisors, LLC 0.00% Reduce -4.4% 2,725 $212K
Optimize Financial Inc. 0.13% Reduce -0.7% 2,708 $211K
Parallel Advisors, LLC 0.00% Reduce -43.2% 2,705 $211K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -19.4% 2,701 $210K
Global Retirement Partners, LLC 0.01% — 2,673 $208K
Waverly Advisors, LLC 0.00% Add +0.1% 2,662 $207K
Covestor Ltd 0.12% Reduce -4.6% 2,655 $207K
HighPoint Advisor Group LLC 0.01% Reduce -0.8% 2,654 $207K
Hedges Asset Management LLC 0.17% New 2,650 $206K
One Wealth Advisors, LLC 0.03% Reduce -4.5% 2,635 $205K
EP Wealth Advisors, LLC 0.00% New 2,635 $205K
SPC Financial, Inc. 0.02% No change 2,625 $204K
Efficient Advisors, LLC 0.01% New 2,612 $203K
Ritholtz Wealth Management 0.00% Reduce -34.1% 2,588 $202K
Valeo Financial Advisors, LLC 0.00% Reduce -18.2% 2,572 $200K
Geneos Wealth Management Inc. 0.00% Add +28.5% 2,415 $188K
IFP Advisors, Inc 0.01% Reduce -45.8% 1,482 $184K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -16.5% 2,311 $180K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +11.7% 2,145 $167K
Smartleaf Asset Management LLC 0.01% Add +8.2% 2,169 $166K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +76.6% 2,105 $164K
Rossby Financial, LCC 0.06% Reduce -3.8% 2,005 $156K
UMB Bank, n.a. 0.00% Reduce -9.8% 1,800 $140K
Global Trust Asset Management, LLC 0.07% No change 1,780 $139K
Icon Wealth Advisors, LLC 0.01% No change 1,771 $138K
Ridgewood Investments LLC 0.06% Reduce -53.8% 1,722 $134K
St Germain D J Co. Inc. 0.01% New 1,705 $133K
Clearstead Advisors, LLC 0.00% Add +39.2% 1,670 $130K
Employees Retirement System of Texas 0.00% New 1,657 $129K
AlphaQuest LLC 0.01% New 1,654 $129K
Canada Pension Plan Investment Board 0.00% New 1,600 $125K
FNY Investment Advisers, LLC 0.05% New 1,541 $120K
CoreCap Advisors, LLC 0.00% Add +3.6% 1,508 $117K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,500 $117K
Horizon Investments, LLC 0.00% Add +5.3% 1,443 $112K
Cohen & Steers, Inc. 0.00% No change 1,400 $109K
Whipplewood Advisors, LLC 0.06% New 1,300 $101K
Hennessy Advisors Inc. 0.00% New 1,278 $100K
Signaturefd, LLC 0.00% Reduce -19.5% 1,259 $98K
Archer Investment Corp 0.02% No change 1,250 $97K
Fifth Third Bancorp 0.00% Reduce -11.3% 1,234 $96K
Financial Perspectives, Inc 0.03% Add +21.9% 1,178 $92K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -1.1% 1,134 $88K
Reyes Financial Architecture, Inc. 0.08% Reduce -47.3% 1,133 $88K
Blue Trust, Inc. 0.00% Reduce -2.8% 1,096 $85K
Penserra Capital Management LLC 0.00% New 1,084 $84K
EverSource Wealth Advisors, LLC 0.00% Add +4.4% 1,068 $83K
CI Investments Inc. 0.00% Reduce -4.0% 1,072 $83K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +9.7% 1,042 $81K
Rakuten Securities, Inc. 0.03% Add +1637.5% 973 $76K
Innovative Advisory Group, LLC 0.06% Reduce -16.4% 900 $70K
Sumitomo Mitsui Financial Group, Inc. 0.00% New 911 $70K
Cullen/Frost Bankers, Inc. 0.00% Reduce -12.4% 857 $67K
Arax Advisory Partners 0.00% Reduce -1.6% 824 $67K
Hantz Financial Services, Inc. 0.00% Add +106.3% 848 $66K
City State Bank 0.02% Reduce -5.6% 845 $66K
Wilmington Savings Fund Society, FSB 0.00% No change 819 $64K
Optimum Investment Advisors 0.03% Add +14.0% 815 $63K
Whittier Trust Co. 0.00% Add +13.0% 808 $63K
C M Bidwell & Associates Ltd. 0.03% Reduce -6.5% 767 $60K
Harbour Investments, Inc. 0.00% Reduce -8.7% 713 $56K
Private Trust Co. NA 0.01% Add +1.6% 688 $54K
GeoWealth Management, LLC 0.00% Reduce -87.5% 676 $53K
MassMutual Private Wealth & Trust, FSB 0.00% Add +31.4% 595 $46K
First Horizon Advisors, Inc. 0.00% Add +48.6% 590 $46K
Capital Advisors, Ltd. LLC 0.01% No change 563 $44K
Silvant Capital Management LLC 0.00% No change 535 $42K
Bessemer Group Inc. 0.00% Reduce -13.1% 523 $41K
Itau Unibanco Holding S.A. 0.00% Add +1.4% 520 $41K
North Capital, Inc. 0.03% No change 516 $40K
Caz Investments LP 0.22% No change 500 $39K
Twin Peaks Wealth Advisors, LLC 0.01% New 554 $38K
WPG Advisers, LLC 0.03% Reduce -2.1% 475 $37K
Huntington National Bank 0.00% Reduce -15.7% 468 $36K
McIlrath & Eck, LLC 0.00% No change 432 $34K
Rise Advisors, LLC 0.01% Reduce -7.3% 429 $33K
Bank & Trust Co 0.03% No change 424 $33K
Wood Tarver Financial Group, LLC 0.01% No change 422 $32K
North Star Investment Management Corp. 0.00% No change 406 $32K
TD Waterhouse Canada Inc. 0.00% No change 390 $30K
Ancora Advisors LLC 0.00% Reduce -47.6% 385 $30K
Spire Wealth Management 0.00% Reduce -69.1% 372 $29K
SouthState Bank Corp 0.00% Add +25.1% 369 $29K
CIBC Private Wealth Group LLC 0.00% Reduce -78.1% 361 $28K
Quarry LP 0.01% Reduce -31.9% 355 $28K
Shell Asset Management Co. 0.00% New 351 $27K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 340 $26K
Hemington Wealth Management 0.00% Reduce -0.3% 346 $26K
Advisors Asset Management, Inc. 0.00% Reduce -3.1% 312 $24K
Evolution Wealth Management Inc. 0.03% — 306 $24K
SWAN Capital LLC 0.01% No change 300 $23K
Creative Financial Designs Inc. 0.00% No change 298 $23K
Tradewinds Capital Management, LLC 0.01% No change 275 $21K
Elevation Point Wealth Partners, LLC 0.00% New 269 $21K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -96.5% 264 $21K
Contravisory Investment Management, Inc. 0.00% No change 263 $20K
Pacifica Partners Inc. 0.01% No change 265 $20K
Putney Financial Group LLC 0.02% Reduce -50.1% 254 $20K
Golden State Wealth Management, LLC 0.00% Add +265.2% 252 $20K
Estabrook Capital Management 0.00% New 250 $19K
CVA Family Office, LLC 0.00% Add +8.1% 241 $19K
Adirondack Trust Co. 0.01% No change 235 $18K
WealthCollab, LLC 0.01% Reduce -15.5% 229 $18K
CarsonAllaria Wealth Management, Ltd. 0.01% Reduce -14.8% 224 $17K
TD Private Client Wealth LLC 0.00% Add +5.3% 218 $17K
NewSquare Capital LLC 0.00% Reduce -29.0% 213 $17K
Medallion Wealth Advisors, LLC 0.01% No change 207 $16K
Grove Bank & Trust 0.00% No change 202 $16K
SRH Advisors, LLC 0.00% No change 200 $16K
Strategic Investment Solutions, Inc. 0.00% Reduce -11.1% 200 $16K
HM Payson & Co. 0.00% No change 200 $16K
MPWM Advisory Solutions, LLC 0.01% Reduce -13.3% 195 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 195 $15K
Cape Investment Advisory, Inc. 0.01% New 192 $15K
Park Square Financial Group, LLC 0.01% Add +17.3% 190 $15K
Main Street Group, LTD 0.01% No change 185 $14K
GoalVest Advisory LLC 0.00% No change 181 $14K
LRI Investments, LLC 0.00% No change 171 $13K
Farmers & Merchants Investments Inc. 0.00% Add +22.1% 166 $13K
Financial Management Professionals, Inc. 0.00% Add +5.4% 136 $11K
TrinityBridge Ltd 0.00% No change 125 $10K
Private Wealth Management Group, LLC 0.00% No change 126 $10K
Salem Investment Counselors Inc. 0.00% No change 118 $9K
Parkside Financial Bank & Trust 0.00% Reduce -36.4% 112 $9K
Richardson Financial Services Inc. 0.01% No change 111 $9K
Glen Eagle Advisors, LLC 0.00% Reduce -50.7% 108 $8K
PFS Partners, LLC 0.00% No change 105 $8K
Vermillion & White Wealth Management Group, LLC 0.01% No change 104 $8K
EMC Capital Management 0.00% No change 100 $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
Bogart Wealth, LLC 0.00% Reduce -23.3% 99 $8K
Cary Street Partners Investment Advisory LLC 0.00% Add +22.4% 93 $7K
Fourth Dimension Wealth, LLC 0.00% No change 91 $7K
Hollencrest Capital Management 0.00% No change 90 $7K
Tsfg, LLC 0.00% No change 92 $7K
Bell Investment Advisors, Inc 0.00% Add +29.9% 87 $7K
Colonial Trust Co / SC 0.00% Add +34.4% 86 $7K
Arlington Trust Co LLC 0.00% No change 85 $7K
Total Investment Management Inc. 0.00% New 78 $6K
Valley National Advisers Inc. 0.00% No change 87 $6K
Tidemark, LLC 0.00% Reduce -5.1% 75 $6K
True Wealth Design, LLC 0.00% Add +15.9% 73 $6K
Elevation Wealth Partners, LLC 0.00% No change 72 $6K
ORG Partners LLC 0.00% New 71 $5K
High Note Wealth, LLC 0.00% Reduce -6.6% 57 $4K
Bare Financial Services, Inc 0.00% Add +235.3% 57 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% Add +175.0% 55 $4K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -36.8% 55 $4K
Capital Analysts, LLC 0.00% No change 47 $4K
Quest 10 Wealth Builders, Inc. 0.00% New 50 $4K
Asset Planning,Inc 0.00% No change 50 $4K
Eq Wealth Advisors, LLC 0.00% No change 50 $4K
Westside Investment Management, Inc. 0.00% No change 50 $4K
Bfsg, LLC 0.00% No change 50 $4K
Creekmur Asset Management LLC 0.00% No change 47 $4K
Asset Dedication, LLC 0.00% Add +135.0% 47 $4K
GHP Investment Advisors, Inc. 0.00% No change 44 $3K
Gleason Group, Inc. 0.00% No change 42 $3K
Webster Bank, N. A. 0.00% New 36 $3K
Mark Sheptoff Financial Planning, LLC 0.00% Reduce -88.3% 35 $3K
JFS Wealth Advisors, LLC 0.00% Add +29.2% 31 $2K
Anfield Capital Management, LLC 0.00% No change 30 $2K
Clearstead Trust, LLC 0.00% Reduce -3.3% 29 $2K
YANKCOM Partnership 0.00% No change 28 $2K
Trifecta Capital Advisors, LLC 0.00% New 28 $2K
Park Place Capital Corp 0.00% No change 27 $2K
Avion Wealth 0.00% Reduce -94.7% 26 $2K
Picton Mahoney Asset Management 0.00% No change 20 $2K
MV Capital Management, Inc. 0.00% Add +13.6% 25 $2K
Anchor Investment Management, LLC 0.00% No change 25 $2K
Cornerstone Planning Group LLC 0.00% Reduce -3.9% 25 $2K
Sachetta, LLC 0.00% No change 22 $2K
CNB Bank 0.00% No change 21 $2K
Global Wealth Strategies & Associates 0.00% No change 20 $2K
Raffa Wealth Management, LLC 0.00% No change 20 $2K
Family Legacy Financial Solutions, LLC 0.00% — 20 $2K
Cromwell Holdings LLC 0.00% Add +58.3% 19 $1K
Fortitude Family Office, LLC 0.00% New 19 $1K
Kilter Group LLC 0.00% New 18 $1K
Solstein Capital, LLC 0.00% No change 18 $1K
Holos Integrated Wealth LLC 0.00% No change 18 $1K
N.E.W. Advisory Services LLC 0.00% No change 15 $1K
Principia Wealth Advisory, LLC 0.00% Add +30.0% 13 $1K
Valued Wealth Advisors LLC 0.00% No change 13 $1K
Winthrop Capital Management, LLC 0.00% No change 18 $1K
Lanark Financial, Inc. 0.00% Reduce -75.8% 16 $1K
CX Institutional 0.00% New 10 $1K
Financial Network Wealth Advisors LLC 0.00% No change 12 $935
DiNuzzo Private Wealth, Inc. 0.00% Add +71.4% 12 $935
SJS Investment Consulting Inc. 0.00% Reduce -15.4% 11 $858
Ascentis Wealth Management, LLC 0.00% No change 11 $850
St. Johns Investment Management Company, LLC 0.00% No change 10 $779
Curio Wealth, LLC 0.00% Add +900.0% 10 $779
Mb, Levis & Associates, LLC 0.00% No change 10 $779
Rialto Wealth Management, LLC 0.00% New 10 $779
Beacon Capital Management, LLC 0.00% Reduce -60.0% 10 $779
Atlantic Union Bankshares Corp 0.00% New 10 $779
Tortoise Investment Management, LLC 0.00% New 9 $701
Hughes Financial Services, LLC 0.00% Reduce -59.1% 9 $676
Glass Jacobson Investment Advisors llc 0.00% No change 8 $624
PayPay Securities Corp 0.03% Add +14.3% 8 $623
Sound Income Strategies, LLC 0.00% No change 8 $623
American Capital Advisory, LLC 0.00% New 7 $546
Sittner & Nelson, LLC 0.00% No change 7 $545
Key Financial Inc 0.00% No change 7 $545
DecisionPoint Financial, LLC 0.00% New 7 $542
AdvisorNet Financial, Inc 0.00% Add +50.0% 6 $467
Dunhill Financial, LLC 0.00% New 5 $457
Bear Mountain Capital, Inc. 0.00% No change 5 $397
Parkworth Wealth Management, Inc. 0.00% Add +150.0% 5 $389
HFM Investment Advisors, LLC 0.00% Add +150.0% 5 $389
Manchester Capital Management LLC 0.00% No change 4 $312
Crewe Advisors LLC 0.00% No change 4 $312
Quaker Wealth Management, LLC 0.00% — 3 $234
Stephens Consulting, LLC 0.00% Reduce -98.5% 3 $234
Evelyn Partners Investment Management LLP 0.00% No change 3 $234
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 3 $233
Hurley Capital, LLC 0.00% Reduce -96.2% 2 $156
Private Wealth Asset Management, LLC 0.00% No change 2 $156
NBT Bank, N.A. 0.00% No change 1 $78
Core Alternative Capital 0.00% No change 1 $78
TFC Financial Management, Inc. 0.00% New 1 $78
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $78
Pineridge Advisors LLC 0.00% No change 1 $78
Migdal Insurance & Financial Holdings Ltd. 0.00% New 5 $0

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