DocusignDOCU

13F holders, Q1 2026 (March 31)
709holders −81
89new positions
170sold out
9famous investors
$47.45avg. 13F price*

At the end of Q1 2026, 709 institutions reported holding Docusign Inc. (DOCU) in their 13F filings, down 81 from Q4 2025. 89 opened new positions and 170 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Portfolio Management LLC ($535.1M) and Vanguard Capital Management LLC ($424.6M). 9 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).

Company
Docusign Inc.
CUSIP
256163106
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions89$270.4M
Exits170$605.3M

All 13F filers, Q4 2025 → Q1 2026: 42,036,069 shares bought and 29,807,209 shares sold, net +12,228,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 709 holders

BlackRock, Inc. 0.02% Reduce -8.4% 21,564,137 $1.0B
Vanguard Portfolio Management LLC 0.03% — 11,287,298 $535.1M
Vanguard Capital Management LLC 0.01% — 8,955,214 $424.6M
Capital World Investors 0.05% Add +21.1% 7,039,805 $333.8M
State Street Corp. 0.01% Reduce -16.7% 6,826,736 $323.7M
Arrowstreet Capital, Limited Partnership 0.14% Add +76.1% 5,285,128 $250.6M
AQR Capital Management 0.11% Add +249.3% 4,843,791 $229.6M
Geode Capital Management, LLC 0.01% Add +1.8% 4,159,260 $198.6M
Ameriprise Financial Inc. 0.04% Add +56.7% 4,036,376 $191.4M
T. Rowe Price Associates Inc. 0.02% Reduce -4.5% 3,298,012 $156.4M
Renaissance Technologies 0.24% Add +4.0% 3,170,061 $150.3M
Goldman Sachs Group Inc. 0.02% Add +164.0% 3,055,259 $144.8M
Jericho Capital Asset Management L.P. 2.10% Reduce -36.9% 3,000,000 $142.2M
Morgan Stanley 0.01% Reduce -6.9% 2,757,156 $130.7M
Marshall Wace, LLP 0.14% Add +209.5% 2,749,753 $130.4M
D. E. Shaw & Co. 0.10% New 2,501,812 $118.6M
FMR LLC 0.01% Add +39.3% 2,398,865 $113.7M
Point72 Asset Management 0.19% Add +55.9% 2,239,522 $106.2M
UBS Group AG 0.02% Add +204.8% 2,160,098 $102.4M
Qube Research & Technologies Ltd 0.14% Add +1813.7% 2,110,102 $100.0M
Millennium Management 0.08% Add +95.4% 2,052,963 $97.3M
American Century Companies Inc. 0.05% Reduce -16.6% 1,988,583 $94.3M
Clearbridge Investments, LLC 0.08% Reduce -25.4% 1,960,406 $92.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -41.7% 1,950,646 $92.5M
Jacobs Levy Equity Management, Inc. 0.39% Add +456.9% 1,947,712 $92.3M
Federated Hermes, Inc. 0.15% Add +95.6% 1,887,900 $89.5M
Northern Trust Corp. 0.01% Reduce -7.4% 1,788,627 $84.8M
Two Sigma Investments, LP 0.07% Add +895.9% 1,770,408 $83.9M
Charles Schwab Investment Management Inc. 0.01% Add +9.7% 1,726,801 $81.9M
Royal Bank of Canada 0.02% Add +4.0% 1,681,097 $79.7M
Quantinno Capital Management LP 0.13% Add +51.9% 1,608,631 $76.3M
SG Americas Securities, LLC 0.07% Add +452.3% 1,314,632 $62.3M
Bank of New York Mellon Corp 0.01% Reduce -17.1% 1,274,859 $60.4M
Vanguard Fiduciary Trust Co. 0.02% — 1,265,991 $60.0M
Squarepoint Ops LLC 0.12% Reduce -7.1% 1,217,025 $57.7M
Bank of America Corp. 0.00% Add +23.3% 1,193,163 $56.6M
Tudor Investment Corporation 0.30% Add +691.3% 1,177,425 $55.8M
Robeco Institutional Asset Management B.V. 0.08% Add +119.0% 1,126,493 $53.4M
Invesco Ltd. 0.01% Reduce -13.8% 1,123,332 $53.3M
Worldquant Millennium Advisors LLC 0.20% Add +33.8% 1,111,045 $52.7M
Dimensional Fund Advisors LP 0.01% Add +7.9% 1,100,891 $52.2M
Pacer Advisors, Inc. 0.15% Add +43.2% 1,092,037 $51.8M
Man Group plc 0.10% Add +42.4% 1,049,084 $49.7M
Amundi 0.01% Add +19.7% 1,036,657 $49.1M
Jane Street Group, LLC 0.05% Add +1349.9% 1,000,477 $47.4M
Capital Fund Management S.A. 0.40% Add +191.7% 950,244 $45.1M
BNP Paribas Financial Markets 0.03% Add +210.5% 929,302 $44.1M
First Trust Advisors LP 0.03% Reduce -4.4% 895,634 $42.5M
JPMorgan Chase & Co. 0.00% Add +2.1% 887,791 $42.0M
Trexquant Investment LP 0.29% Add +226.0% 854,863 $40.5M
Victory Capital Management Inc. 0.03% Reduce -42.8% 838,700 $39.8M
Citadel Advisors 0.03% Add +96.4% 821,819 $39.0M
Jupiter Asset Management Ltd. 0.20% Reduce -17.4% 804,392 $38.1M
Gotham Asset Management 0.11% Add +313.8% 724,193 $34.3M
Legal & General Group Plc 0.01% Reduce -49.6% 715,960 $33.9M
Rhumbline Advisers 0.03% Reduce -0.7% 685,192 $32.5M
Fiera Capital Corp 0.11% Add +0.9% 679,487 $32.2M
Canada Pension Plan Investment Board 0.02% Add +241.3% 618,400 $29.3M
Acadian Asset Management LLC 0.04% Reduce -10.4% 608,330 $28.8M
Allianz Asset Management GmbH 0.03% Reduce -21.5% 577,620 $27.4M
Retirement Systems of Alabama 0.09% Add +0.8% 548,638 $26.0M
Glenmede Trust Co. NA 0.12% Add +11.0% 512,593 $24.3M
Panagora Asset Management Inc. 0.09% Reduce -1.1% 512,176 $24.3M
Russell Investments Group, Ltd. 0.02% Add +103.7% 487,472 $23.1M
Franklin Resources Inc. 0.01% Reduce -2.9% 474,669 $22.5M
Algert Global LLC 0.33% Add +773.8% 461,795 $21.9M
Principal Financial Group Inc. 0.01% Add +4.2% 449,728 $21.3M
Engineers Gate Manager LP 0.26% Add +435.7% 441,294 $20.9M
Alliancebernstein L.P. 0.01% Add +13.6% 304,633 $20.8M
Barclays PLC 0.01% Reduce -9.6% 429,393 $20.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 422,662 $20.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +12.0% 398,569 $18.9M
Swiss National Bank 0.01% Reduce -28.1% 396,200 $18.8M
HRT Financial LP 0.05% Add +213.3% 382,123 $18.1M
Quinn Opportunity Partners LLC 0.95% Add +486.6% 381,280 $18.1M
California Public Employees Retirement System 0.01% Reduce -1.9% 364,876 $17.3M
Nuveen, LLC 0.00% Add +8.7% 361,108 $17.1M
Rockefeller Capital Management L.P. 0.03% Add +47.2% 350,427 $16.6M
Distillate Capital Partners LLC 0.76% New 304,212 $14.4M
Ieq Capital, LLC 0.06% Add +187.2% 284,050 $13.5M
Sei Investments Co. 0.01% Add +238.0% 279,457 $13.2M
Citigroup Inc. 0.01% Add +18.9% 278,087 $13.2M
Raymond James Financial Inc. 0.00% Reduce -24.4% 263,429 $12.5M
ING Groep NV 0.07% New 255,901 $12.1M
New York State Common Retirement Fund 0.02% No change 246,613 $11.7M
Aware Super Pty Ltd as trustee of Aware Super 0.17% — 243,237 $11.5M
California State Teachers Retirement System 0.01% Reduce -17.8% 241,966 $11.5M
Corient Private Wealth LP 0.02% Add +702.1% 237,488 $11.2M
Envestnet Asset Management Inc. 0.00% Reduce -24.4% 230,933 $10.9M
Woodson Capital Management, LP 1.73% New 225,000 $10.7M
Cat Rock Capital Management LP 1.65% Reduce -2.8% 224,600 $10.6M
Wells Fargo & Company 0.00% Reduce -46.1% 222,868 $10.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -46.7% 221,689 $10.5M
Susquehanna International Group, LLP 0.01% Add +94.6% 218,577 $10.4M
Readystate Asset Management LP 1.06% New 217,464 $10.3M
Caisse de depot et placement du Quebec 0.02% Reduce -31.9% 216,659 $10.3M
PFA Pension, Forsikringsaktieselskab 0.03% No change 206,646 $9.8M
Syon Capital LLC 0.49% Add +3.3% 206,514 $9.8M
Creative Planning 0.01% Add +336.8% 206,486 $9.8M
Assetmark, Inc. 0.02% Add +2.3% 202,890 $9.6M
CANADA LIFE ASSURANCE Co 0.02% Reduce -1.8% 196,363 $9.3M
WINTON GROUP Ltd 0.33% New 195,449 $9.3M
Deutsche Bank AG 0.00% Reduce -70.0% 192,527 $9.1M
Walleye Trading LLC 0.18% Reduce -23.6% 187,642 $8.9M
Walleye Capital LLC 0.06% Add +41.2% 187,464 $8.9M
Illinois Municipal Retirement Fund 0.11% Add +2.7% 187,093 $8.9M
New York State Teachers Retirement System 0.02% Reduce -3.5% 184,611 $8.8M
Saudi Central Bank 0.18% Reduce -0.1% 184,290 $8.7M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 184,263 $8.7M
CapitalatWork S.A. 0.26% Reduce -20.6% 184,000 $8.7M
Aquatic Capital Management LLC 0.25% New 180,099 $8.5M
State Board of Administration of Florida Retirement System 0.01% Reduce -6.1% 169,425 $8.0M
Mariner, LLC 0.01% Add +230.9% 153,768 $7.3M
Vanguard Global Advisers, LLC 0.00% — 152,103 $7.2M
HSBC Holdings PLC 0.00% Reduce -67.3% 148,838 $7.1M
XTX Topco Ltd 0.12% Add +3.5% 145,905 $6.9M
Brevan Howard Capital Management LP 0.07% Add +204.7% 143,944 $6.8M
Manufacturers Life Insurance Company, The 0.01% Add +27.4% 141,727 $6.7M
KLP Kapitalforvaltning As 0.03% Reduce -15.4% 140,300 $6.7M
Bridgewater Associates 0.03% Reduce -79.8% 132,778 $6.3M
Bank of Montreal 0.00% Add +82.7% 129,172 $6.1M
State of Wisconsin Investment Board 0.01% Add +13.0% 128,734 $6.1M
Lazard Asset Management LLC 0.01% Reduce -33.6% 126,819 $6.0M
Quadrature Capital Ltd 0.07% New 126,039 $6.0M
Blair William & Co. 0.02% Reduce -30.2% 122,244 $5.8M
Level Four Advisory Services, LLC 0.19% Add +24.0% 121,824 $5.8M
Primecap Management Co. 0.00% Reduce -66.0% 120,000 $5.7M
Boston Partners 0.01% New 119,005 $5.6M
Bank of Nova Scotia 0.01% Add +57.6% 118,093 $5.6M
LPL Financial LLC 0.00% Reduce -30.3% 118,090 $5.6M
Aberdeen Group plc 0.01% Reduce -6.2% 116,240 $5.5M
Cwm, LLC 0.01% Add +145.6% 116,148 $5.5M
Baird Financial Group, Inc. 0.01% Add +15.6% 116,096 $5.5M
Harel Insurance Investments & Financial Services Ltd. 0.04% Add +46.3% 115,884 $5.5M
Voya Investment Management LLC 0.01% Add +11.6% 115,100 $5.5M
CapWealth Advisors, LLC 0.49% Add +11.4% 113,664 $5.4M
Shearwater Capital LLC 2.82% Reduce -0.9% 113,428 $5.4M
Mackenzie Financial Corp. 0.01% Add +108.0% 112,374 $5.3M
HighTower Advisors, LLC 0.01% Add +168.7% 108,437 $5.1M
Cerity Partners LLC 0.01% Reduce -9.8% 106,161 $5.0M
MetLife Investment Management, LLC 0.03% Reduce -0.3% 105,266 $5.0M
Caxton Associates LLP 0.11% New 102,364 $4.9M
Assenagon Asset Management S.A. 0.01% Reduce -85.1% 100,441 $4.8M
Oak Family Advisors, LLC 1.46% Reduce -2.1% 100,184 $4.7M
Royal London Asset Management Ltd. 0.01% Add +6.0% 97,646 $4.7M
Janus Henderson Group PLC 0.00% Add +422.7% 97,110 $4.6M
Treasurer of the State of North Carolina 0.01% Add +2.1% 96,603 $4.6M
Amalgamated Bank 0.03% Reduce -3.5% 94,746 $4.5M
Greenwich Wealth Management LLC 0.18% Add +0.1% 92,980 $4.4M
Dana Investment Advisors, Inc. 0.13% New 92,348 $4.4M
Silver Lake Advisory, LLC 1.72% Add +80.5% 91,387 $4.3M
Stifel Financial Corp. 0.00% Add +19.5% 91,324 $4.3M
Magnetar Financial LLC 0.05% New 91,251 $4.3M
Gilman Hill Asset Management, LLC 0.65% Add +6.8% 90,783 $4.3M
Sciencast Management LP 0.54% New 89,354 $4.2M
Railway Pension Investments Ltd 0.06% New 87,200 $4.1M
APG Asset Management N.V. 0.01% Reduce -12.3% 97,424 $4.0M
Pathstone Holdings, LLC 0.02% Add +11.2% 83,414 $4.0M
OP Asset Management Ltd 0.04% Add +263.6% 82,919 $3.9M
Heron Bay Capital Management 0.35% New 80,317 $3.8M
Jump Financial, LLC 0.06% New 79,431 $3.8M
Focus Partners Wealth 0.00% Add +70.6% 78,078 $3.7M
Intech Investment Management LLC 0.04% Reduce -10.1% 77,562 $3.7M
Mutual of America Capital Management LLC 0.04% Reduce -8.3% 76,750 $3.6M
Burney Co./ 0.11% Reduce -38.6% 71,521 $3.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +123.1% 76,055 $3.3M
State of New Jersey Common Pension Fund D 0.01% No change 69,649 $3.3M
Mercer Global Advisors Inc. 0.00% Add +6.3% 69,722 $3.3M
Selective Wealth Management, Inc. 0.96% Add +69.8% 69,320 $3.3M
Westbourne Investment Advisors, Inc. 0.92% Add +14.3% 66,870 $3.2M
Public Employees Retirement System of Ohio 0.01% Add +1.6% 66,377 $3.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 65,320 $3.1M
Holocene Advisors, LP 0.01% Add +191.6% 64,195 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.2% 62,627 $3.0M
Collar Capital Management, LLC 1.92% New 62,560 $3.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -60.3% 62,382 $3.0M
State of Tennessee, Department of Treasury 0.01% Reduce -19.5% 62,326 $3.0M
Vinva Investment Management Ltd 0.04% Reduce -92.6% 42,213 $2.9M
Susquehanna Fundamental Investments, LLC 0.11% Reduce -43.7% 60,651 $2.9M
Nomura Asset Management International Inc. 0.00% Add +22.9% 60,083 $2.8M
Cary Street Partners Financial LLC 0.07% Reduce -1.2% 60,059 $2.8M
Yousif Capital Management, LLC 0.03% Reduce -5.6% 59,195 $2.8M
WealthTrust Axiom LLC 0.69% New 59,080 $2.8M
Louisiana State Employees Retirement System 0.05% Add +4.5% 58,100 $2.8M
Vanguard Investments Australia, Ltd. 0.01% — 57,928 $2.7M
Qsemble Capital Management, LP 0.21% New 57,520 $2.7M
Handelsbanken Fonder AB 0.01% No change 57,000 $2.7M
PEAK6 LLC 0.08% Add +53.8% 56,876 $2.7M
Summit Trail Advisors, LLC 0.04% Add +59.9% 56,673 $2.7M
Ceera Investments, LLC 1.18% Reduce -16.4% 56,662 $2.7M
Tredje AP-fonden 0.01% Add +111.4% 56,354 $2.7M
Ridgepath Capital Management LLC 1.33% New 56,255 $2.7M
Schonfeld Strategic Advisors LLC 0.02% Add +354.7% 55,771 $2.6M
Tidal Investments LLC 0.01% Add +46.1% 55,280 $2.6M
Arizona State Retirement System 0.02% Reduce -0.4% 55,010 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -1.0% 54,985 $2.6M
Zacks Investment Management 0.02% Add +9.9% 54,830 $2.6M
Crossmark Global Holdings, Inc. 0.04% Reduce -16.4% 53,938 $2.6M
Quantbot Technologies LP 0.10% Add +358.1% 53,827 $2.6M
Numerai GP LLC 0.25% Add +859.3% 53,338 $2.5M
Lecap Asset Management Ltd. 0.94% Add +332.5% 52,697 $2.5M
Fifth Third Bancorp 0.00% Add +4207.7% 52,683 $2.5M
Neuberger Berman Group LLC 0.00% Reduce -58.3% 51,293 $2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.3% 50,179 $2.4M
South Dakota Investment Council 0.04% No change 49,173 $2.3M
Nomura Asset Management Co. Ltd. 0.01% Reduce -62.1% 48,288 $2.3M
State of Michigan Retirement System 0.01% Add +1.5% 48,200 $2.3M
Occudo Quantitative Strategies LP 0.12% New 49,475 $2.3M
Martingale Asset Management L P 0.06% Add +32.3% 47,224 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -96.1% 45,496 $2.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +25.1% 45,508 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.3% 44,867 $2.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -90.3% 43,100 $2.0M
New Mexico Educational Retirement Board 0.06% No change 41,800 $2.0M
Axq Capital, LP 0.25% Add +895.9% 41,667 $2.0M
Oregon Public Employees Retirement Fund 0.03% Add +2.7% 41,103 $1.9M
Prudential Financial Inc. 0.00% Add +18.6% 39,561 $1.9M
Xponance LLC 0.01% Reduce -14.3% 39,496 $1.9M
Nordea Investment Management AB 0.00% Reduce -96.7% 39,327 $1.9M
Danske Bank A/S 0.00% Reduce -86.4% 38,878 $1.8M
New Age Alpha Advisors, LLC 0.09% Reduce -2.5% 38,507 $1.8M
Allstate Corp. 0.02% Add +142.3% 38,125 $1.8M
Vanguard Personalized Indexing Management, LLC 0.02% Add +85.5% 37,323 $1.8M
Cetera Investment Advisers 0.00% Reduce -31.8% 37,108 $1.8M
Ameritas Investment Partners, Inc. 0.05% No change 36,856 $1.7M
Elo Mutual Pension Insurance Co 0.03% Add +1.3% 36,497 $1.7M
Storebrand Asset Management As 0.01% Reduce -52.9% 36,468 $1.7M
DekaBank Deutsche Girozentrale 0.00% No change 35,560 $1.7M
Commonwealth Equity Services, LLC 0.00% Reduce -4.7% 35,922 $1.7M
Board of the Pension Protection Fund 1.53% Add +46.7% 35,200 $1.7M
Pictet Asset Management Holding SA 0.00% Reduce -69.2% 34,127 $1.6M
Clark Capital Management Group, Inc. 0.01% Reduce -95.0% 33,944 $1.6M
Group One Trading LLC 0.05% Add +45.3% 33,777 $1.6M
Sirios Capital Management L P 0.19% Reduce -26.2% 33,269 $1.6M
Kestra Investment Management, LLC 0.03% Add +124.6% 33,088 $1.6M
Strategic Global Advisors, LLC 0.25% Reduce -1.2% 32,626 $1.5M
Utah Retirement Systems 0.02% Reduce -2.0% 32,604 $1.5M
Osaic Holdings, Inc. 0.00% Add +43.2% 32,217 $1.5M
Headlands Technologies LLC 0.17% Add +27.0% 31,279 $1.5M
Janney Montgomery Scott LLC 0.00% Add +116.8% 30,796 $1.5M
Lifestyle Asset Management, Inc. 0.47% Add +50.9% 30,405 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% No change 30,387 $1.4M
Step Capital Management Pte. Ltd. 0.57% No change 30,000 $1.4M
Evergreen Capital Management LLC 0.03% Reduce -81.6% 29,947 $1.4M
Daiwa Securities Group Inc. 0.00% Reduce -12.0% 29,787 $1.4M
Capitolis Liquid Global Markets LLC 0.01% — 29,700 $1.4M
Merit Financial Group, LLC 0.01% Add +74.7% 29,598 $1.4M
DRW Securities, LLC 0.07% Add +808.9% 28,522 $1.4M
Centaurus Financial, Inc. 0.06% Add +7.9% 27,209 $1.3M
Destiny Capital Corp 0.68% No change 26,903 $1.3M
Empowered Funds, LLC 0.01% New 26,812 $1.3M
New York Life Investment Management LLC 0.01% Add +32.6% 26,699 $1.3M
Picton Mahoney Asset Management 0.01% Add +133195.0% 26,659 $1.3M
Clear Harbor Asset Management, LLC 0.09% New 26,386 $1.3M
Andrew Hill Investment Advisors, Inc. 1.10% New 26,010 $1.2M
Advisory Services Network, LLC 0.02% Add +27.6% 25,201 $1.2M
Catalyst Funds Management Pty Ltd 0.20% Add +600.0% 25,200 $1.2M
Captrust Financial Advisors 0.00% Add +46.1% 25,081 $1.2M
Alight Capital Management LP 0.35% New 25,000 $1.2M
Intesa Sanpaolo Wealth Management 0.29% No change 25,000 $1.2M
SummitTX Capital, L.P. 0.04% New 24,921 $1.2M
Caprock Group, LLC 0.03% Reduce -23.7% 24,920 $1.2M
Jones Financial Companies LLLP 0.00% Add +21.5% 25,207 $1.2M
Macquarie Group Ltd. 0.01% Add +16.8% 23,466 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -51.5% 23,449 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -88.4% 22,953 $1.1M
Meridian Investment Counsel Inc. 0.26% Reduce -16.8% 22,949 $1.1M
Schroder Investment Management Group 0.00% Reduce -97.0% 22,971 $1.1M
Natixis 0.00% Add +326.5% 22,762 $1.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -41.8% 22,710 $1.1M
Nippon Life Global Investors Americas, Inc. 0.05% Reduce -75.3% 22,590 $1.1M
Brighton Jones LLC 0.02% New 22,222 $1.1M
Chicago Partners Investment Group LLC 0.02% Add +191.2% 21,731 $1.0M
Swiss Life Asset Management Ltd 0.01% Reduce -45.6% 21,604 $1.0M
Oxford Asset Management LLP 0.41% New 21,464 $1.0M
Larson Financial Group LLC 0.03% Reduce -3.3% 21,425 $1.0M
Mitchell & Pahl Private Wealth, LLC 0.41% Reduce -0.5% 21,299 $1.0M
Gagnon Securities LLC 0.23% New 21,232 $1.0M
Credit Agricole S A 0.00% Reduce -29.8% 20,665 $980K
Linden Thomas Advisory Services, LLC 0.09% Add +48.7% 20,311 $963K
LMR Partners LLP 0.01% Add +348.8% 20,110 $953K
Public Employees Retirement Association of Colorado 0.00% No change 20,049 $951K
PARUS FINANCE (UK) Ltd 0.28% Reduce -6.1% 19,950 $946K
Sequoia Financial Advisors, LLC 0.01% Add +334.8% 19,758 $937K
Azzad Asset Management Inc. 0.09% Add +47.0% 18,968 $899K
Lighthouse Investment Partners, LLC 0.03% New 18,894 $896K
Federation des caisses Desjardins du Quebec 0.00% Reduce -44.1% 18,855 $894K
Resonant Capital Advisors, LLC 0.05% Add +0.4% 18,562 $880K
Kera Capital Partners, Inc. 0.11% Add +12.1% 18,559 $880K
Dakota Wealth Management 0.02% Reduce -21.9% 18,058 $856K
Prospera Financial Services Inc 0.01% Reduce -6.4% 17,972 $852K
Avanza Fonder AB 0.02% No change 17,912 $849K
Titleist Asset Management, LLC 0.06% Add +42.8% 17,890 $848K
Eagle Harbor Asset Management Inc. 0.71% Add +9.1% 17,420 $826K
United Capital Financial Advisors, LLC 0.01% Add +189.9% 17,056 $809K
Aviva PLC 0.00% Reduce -90.4% 17,005 $806K
Easterly Investment Partners LLC 0.06% New 17,000 $806K
Focus Partners Advisor Solutions, LLC 0.01% Add +176.2% 16,604 $787K
Baker Avenue Asset Management, LP 0.02% Add +29.4% 16,598 $787K
Havemeyer Place LP 0.09% New 16,538 $784K
Virtus Advisers, LLC 0.35% Reduce -1.6% 15,654 $742K
Gsa Capital Partners LLP 0.05% Add +268.4% 15,596 $739K
Hillsdale Investment Management Inc. 0.02% Add +20.0% 15,480 $734K
Private Advisor Group, LLC 0.00% Reduce -10.9% 15,479 $734K
Rodgers Brothers Inc. 0.08% Add +57.4% 14,915 $707K
CastleKnight Management LP 0.03% No change 14,800 $702K
Securian Asset Management, Inc. 0.03% Add +0.7% 14,762 $700K
nVerses Capital, LLC 0.63% New 14,682 $696K
IMA Advisory Services, Inc. 0.07% Reduce -1.5% 14,217 $674K
Brooklyn Investment Group 0.02% Add +192.8% 14,083 $668K
Integrated Wealth Concepts LLC 0.01% New 14,082 $668K
&partners 0.00% Reduce -17.5% 13,965 $662K
Lord, Abbett & Co. LLC 0.00% Reduce -96.9% 13,865 $657K
Financial Consulate, Inc. 0.08% Reduce -2.1% 13,782 $653K
Diversified Trust Co. 0.01% Add +37.9% 13,593 $644K
Krilogy Financial LLC 0.02% New 13,785 $635K
Oppenheimer & Co. Inc. 0.01% Add +0.8% 13,287 $630K
Sage Rhino Capital LLC 0.12% Reduce -20.8% 13,277 $629K
Belpointe Asset Management LLC 0.02% New 13,247 $628K
Allworth Financial LP 0.00% Add +37.1% 13,040 $618K
Citizens Financial Group Inc. 0.01% Add +21.6% 12,721 $603K
Plato Investment Management Ltd 0.04% No change 12,534 $595K
WCG Wealth Advisors LLC 0.02% Add +13.1% 12,534 $594K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -58.0% 12,465 $591K
Patriot Financial Group Insurance Agency, LLC 0.03% New 12,326 $584K
Kestra Private Wealth Services, LLC 0.01% Add +21.2% 12,290 $583K
Vista Investment Partners LLC 0.15% New 12,200 $578K
NewEdge Wealth, LLC 0.01% Reduce -31.7% 12,042 $571K
Acorn Financial Advisory Services Inc. 0.08% Reduce -7.5% 12,035 $571K
M&T Bank Corp 0.00% Add +49.0% 12,009 $569K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.6% 11,960 $567K
iA Global Asset Management Inc. 0.01% New 11,860 $562K
Impact Partnership Wealth, LLC 0.07% New 11,850 $562K
Inspire Advisors, LLC 0.05% Reduce -4.7% 11,832 $561K
First Citizens Bank & Trust Co. 0.01% Add +2.1% 11,745 $557K
Inspire Investing, LLC 0.03% Add +711.5% 11,597 $550K
Cresset Asset Management, LLC 0.00% Add +77.7% 11,535 $547K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.8% 11,511 $546K
MML Investors Services, LLC 0.00% Reduce -50.1% 11,506 $545K
Buckland Partners Management Co LLC 0.33% No change 11,500 $545K
Vident Advisory, LLC 0.00% Reduce -75.2% 11,485 $545K
O'shaughnessy Asset Management, LLC 0.00% Reduce -36.5% 11,435 $542K
Pallas Capital Advisors LLC 0.02% Add +68.4% 11,319 $537K
Eurizon Capital SGR S.p.A. 0.00% Reduce -56.8% 11,287 $535K
Vestcor Inc 0.01% Reduce -28.6% 11,287 $535K
HUB Investment Partners, LLC 0.01% Add +116.3% 11,260 $534K
State of Wyoming 0.06% Reduce -20.7% 11,214 $532K
NewEdge Advisors, LLC 0.00% Add +3.1% 11,024 $523K
Curi Capital, LLC 0.01% New 10,903 $517K
Entropy Technologies, LP 0.02% Reduce -75.2% 10,890 $516K
Profund Advisors LLC 0.02% Reduce -6.6% 10,872 $515K
Capstone Investment Advisors, LLC 0.01% Add +98.9% 10,789 $512K
Orion Porfolio Solutions, LLC 0.00% Reduce -32.2% 10,782 $511K
Hancock Whitney Corp. 0.01% Add +17.6% 11,095 $510K
DNB Asset Management AS 0.00% Reduce -70.5% 10,642 $505K
Marex Group Ltd 0.01% Add +9.3% 10,639 $504K
Pinebridge Investments LLC 0.00% Reduce -85.0% 10,312 $489K
Farther Finance Advisors, LLC 0.00% Add +4.8% 10,144 $489K
Commerce Bank 0.00% Reduce -0.6% 10,205 $484K
KBC Group NV 0.00% Reduce -65.7% 10,124 $480K
denkapparat Operations GmbH 0.19% No change 9,842 $467K
Green Alpha Advisors, LLC 0.45% Reduce -2.5% 9,680 $459K
Maryland State Retirement & Pension System 0.01% No change 9,496 $450K
PNC Financial Services Group, Inc. 0.00% Add +39.1% 9,444 $448K
Sanctuary Advisors, LLC 0.00% Reduce -2.8% 9,413 $446K
Kestra Advisory Services, LLC 0.00% Reduce -11.9% 9,200 $436K
Caerus Investment Advisors, LLC 0.18% New 9,193 $436K
Tower Research Capital LLC (TRC) 0.01% Add +10.4% 9,179 $435K
RMR Wealth Builders 0.03% No change 9,142 $433K
Hantz Financial Services, Inc. 0.01% Add +151.5% 9,094 $431K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +22.8% 9,057 $429K
Bollard Group LLC 0.01% New 9,053 $429K
HB Wealth Management, LLC 0.00% Add +122.0% 8,945 $424K
OMERS ADMINISTRATION Corp 0.00% Add +3.5% 8,878 $421K
Bull Harbor Capital LLC 0.11% — 8,857 $420K
Eventide Asset Management, LLC 0.01% Add +1.3% 8,589 $406K
Shay Capital LLC 0.06% New 8,500 $403K
Frec Markets, Inc. 0.07% New 8,497 $403K
QRG Capital Management, Inc. 0.00% Reduce -28.6% 8,487 $402K
SBI Securities Co., Ltd. 0.01% Reduce -3.1% 8,474 $402K
Choreo, LLC 0.00% Add +16.8% 8,436 $400K
Rafferty Asset Management, LLC 0.00% Reduce -14.7% 8,358 $396K
Journey Strategic Wealth LLC 0.01% Add +86.5% 8,336 $395K
Rwa Wealth Partners, LLC 0.00% Reduce -36.9% 8,320 $394K
Inceptionr LLC 0.09% Reduce -51.1% 8,263 $392K
Optas, LLC 0.06% Add +66.4% 8,242 $391K
ProShare Advisors LLC 0.00% Add +0.0% 8,175 $388K
Gateway Investment Advisers LLC 0.00% New 8,123 $385K
Bokf, NA 0.01% Reduce -6.1% 8,009 $380K
AlphaGrep UK Ltd 0.11% Add +39.4% 7,940 $376K
EP Wealth Advisors, LLC 0.00% Reduce -26.8% 7,866 $373K
Mach-1 Financial Group, LLC 0.13% Add +6.4% 7,778 $369K
Crestwood Advisors Group, LLC 0.01% Add +115.1% 7,760 $368K
Inscription Capital, LLC 0.04% Reduce -53.8% 7,736 $367K
Ameritas Advisory Services, LLC 0.01% Add +26.5% 7,714 $366K
Prelude Capital Management, LLC 0.03% New 7,650 $363K
Venture Visionary Partners LLC 0.01% Reduce -3.2% 7,601 $360K
Compound Planning, Inc. 0.01% Add +15.0% 7,574 $359K
MAI Capital Management 0.00% Reduce -32.3% 7,490 $355K
Calamos Wealth Management LLC 0.01% New 7,462 $354K
Calamos Advisors LLC 0.00% New 7,462 $354K
GraniteShares Advisors LLC 0.25% Add +6.7% 7,455 $353K
Greenwood Capital Associates LLC 0.04% Reduce -5.9% 7,406 $351K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +377.4% 7,399 $351K
Formidable Asset Management, LLC 0.05% Add +51.5% 7,385 $350K
Ethic Inc. 0.01% Reduce -6.5% 7,380 $350K
Freestone Capital Holdings, LLC 0.01% Reduce -4.6% 7,294 $346K
Americana Partners, LLC 0.01% Add +36.5% 7,287 $345K
NorthCrest Asset Manangement, LLC 0.01% New 7,102 $344K
Virtue Capital Management, LLC 0.05% Add +3.0% 20,689 $342K
US Bancorp \de 0.00% Add +23.0% 7,116 $337K
Leonteq Securities AG 0.02% Add +104.4% 7,100 $337K
Legacy Financial Advisors, Inc. 0.05% Add +32.6% 7,035 $334K
Guggenheim Capital LLC 0.00% Reduce -12.7% 6,961 $330K
Motley Fool Asset Management LLC 0.01% Add +5.1% 6,915 $328K
North Dakota State Investment Board 0.01% Reduce -16.2% 6,908 $328K
Oppenheimer Asset Management Inc. 0.00% Reduce -14.9% 6,889 $327K
Palogic Value Management, L.P. 0.15% Add +7.2% 6,873 $326K
Woodline Partners LP 0.00% Add +85.3% 6,868 $326K
Waddell & Associates, LLC 0.02% New 6,820 $323K
Kornitzer Capital Management Inc. 0.01% Reduce -2.1% 6,820 $323K
Versant Capital Management, Inc 0.03% Reduce -4.8% 6,759 $320K
Shelton Capital Management 0.01% No change 6,741 $320K
Atria Investments, Inc 0.00% Reduce -7.7% 6,691 $317K
Arkadios Wealth Advisors 0.01% Reduce -57.5% 6,678 $317K
Institute for Wealth Management, LLC. 0.03% New 6,625 $314K
Comprehensive Financial Management LLC 0.01% No change 6,593 $313K
Essex Financial Services, Inc. 0.02% Add +3.2% 6,536 $310K
Certuity, LLC 0.02% Reduce -12.2% 6,500 $308K
Independent Financial Group, LLC 0.01% Reduce -4.4% 6,475 $307K
Essential Partners LLC 0.10% Add +520.4% 6,446 $306K
CIBC Asset Management Inc 0.00% Reduce -29.2% 6,435 $305K
ASR Vermogensbeheer N.V. 0.00% Add +2.1% 6,407 $304K
Baader Bank Aktiengesellschaft 0.03% Reduce -17.4% 6,528 $301K
Lido Advisors, LLC 0.00% New 6,344 $301K
Aaron Wealth Advisors LLC 0.02% Reduce -60.3% 6,272 $297K
Meeder Advisory Services, Inc. 0.01% New 6,249 $296K
International Assets Investment Management, LLC 0.02% Add +21.9% 6,131 $295K
Fifth Third Wealth Advisors LLC 0.01% Add +6.5% 6,183 $293K
Kazazian Asset Management, LLC 0.32% Reduce -30.5% 6,181 $293K
Tred Avon Family Wealth, LLC 0.10% Add +3.6% 6,176 $293K
Sagespring Wealth Partners, LLC 0.01% New 6,047 $287K
Coldstream Capital Management Inc. 0.00% Add +51.8% 5,904 $280K
Signaturefd, LLC 0.00% Add +360.4% 5,621 $266K
Horizon Investments, LLC 0.00% Add +29.3% 5,612 $266K
R Squared Ltd 0.15% Add +47.9% 5,600 $265K
Steward Partners Investment Advisory, LLC 0.00% Add +1.9% 5,587 $265K
Truist Financial Corp. 0.00% Add +5.9% 5,581 $265K
GAMMA Investing LLC 0.01% Add +164.3% 5,530 $262K
Pinnacle Associates Ltd. 0.00% Add +13.8% 5,452 $258K
DGS Capital Management, LLC 0.04% Add +61.0% 5,413 $257K
Washington Trust Advisors, Inc. 0.02% Reduce -79.0% 5,408 $256K
Uhlmann Price Securities, LLC 0.02% New 5,460 $252K
Kentucky Retirement Systems Insurance Trust Fund 0.02% No change 5,285 $251K
Gilbert & Cook, Inc. 0.03% Reduce -30.5% 5,249 $249K
Snowden Capital Advisors LLC 0.01% Reduce -3.1% 5,120 $243K
Truvestments Capital LLC 0.04% Reduce -15.7% 5,106 $242K
Composition Wealth, LLC 0.00% Add +52.6% 5,075 $241K
Vise Technologies, Inc. 0.00% No change 3,501 $239K
Wahed Invest LLC 0.03% Reduce -5.0% 5,022 $238K
Obermeyer Wealth Partners 0.01% No change 5,000 $237K
Rathbones Group PLC 0.00% Reduce -23.6% 4,975 $236K
Concorde Asset Management, LLC 0.11% Reduce -52.9% 4,918 $233K
Intellectus Partners, LLC 0.05% Add +1.5% 4,889 $232K
Garde Capital, Inc. 0.01% No change 4,839 $229K
Fred Alger Management, LLC 0.00% Add +12.9% 4,825 $229K
STRS Ohio 0.00% Reduce -1.3% 4,751 $225K
Vontobel Holding Ltd. 0.00% Reduce -30.7% 4,712 $223K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -8.9% 4,620 $219K
Cambria Investment Management, L.P. 0.01% Add +42.1% 4,580 $217K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +235.0% 4,579 $217K
Montag A & Associates Inc. 0.01% Add +194.2% 4,575 $217K
Parallel Advisors, LLC 0.00% Add +113.2% 4,568 $217K
Nomura Holdings Inc. 0.00% Reduce -43.7% 4,541 $215K
Chilton Investment Co. Inc. 0.01% Reduce -32.1% 4,540 $215K
Pzena Investment Management LLC 0.00% No change 4,510 $214K
Griffin Asset Management, Inc. 0.02% No change 4,450 $211K
Quadrant Capital Group LLC 0.01% Add +195.6% 4,425 $210K
U.S. Capital Wealth Advisors, LLC 0.01% Add +23.2% 4,423 $210K
Forum Financial Management, LP 0.00% Reduce -45.7% 4,360 $207K
Synergy Financial Group, LTD 0.16% Reduce -3.7% 4,356 $207K
Pingora Partners LLC 0.12% No change 4,300 $204K
Waverly Advisors, LLC 0.00% New 4,271 $202K
PFG Investments, LLC 0.01% Reduce -8.5% 4,265 $202K
EverSource Wealth Advisors, LLC 0.01% Add +174.5% 4,217 $200K
Rothschild Investment LLC 0.01% Add +67.2% 4,038 $191K
National Bank of Canada 0.00% Reduce -89.8% 4,000 $190K
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.00% Reduce -94.0% 3,614 $171K
Los Angeles Capital Management LLC 0.00% Reduce -86.3% 3,350 $159K
Twin Lakes Capital Management, LLC 0.07% Reduce -2.3% 3,072 $146K
Harbour Investments, Inc. 0.00% Add +285.1% 3,069 $146K
Exchange Traded Concepts, LLC 0.00% Add +6.6% 3,018 $143K
S.A. Mason LLC 0.05% Reduce -7.9% 2,920 $138K
Strategic Investment Advisors / MI 0.01% Reduce -10.6% 2,856 $135K
IFP Advisors, Inc 0.00% Add +7.1% 2,825 $134K
Sunbelt Securities, Inc. 0.01% Reduce -3.5% 2,757 $131K
Sterling Capital Management LLC 0.00% Reduce -32.3% 2,701 $128K
PeakShares LLC 0.11% New 2,500 $119K
Arax Advisory Partners 0.00% Reduce -46.9% 2,455 $116K
Rossby Financial, LCC 0.02% Add +10.6% 2,325 $112K
UMB Bank, n.a. 0.00% Add +24.6% 2,330 $110K
LSV Asset Management 0.00% No change 2,300 $109K
Corient IA LP 0.10% New 2,230 $106K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -63.1% 1,947 $92K
Nisa Investment Advisors, LLC 0.00% Reduce -77.2% 1,725 $82K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -63.0% 1,716 $81K
Employees Retirement System of Texas 0.00% No change 1,657 $79K
BOK Financial Private Wealth, Inc. 0.00% No change 1,615 $77K
Geneos Wealth Management Inc. 0.00% Reduce -33.8% 1,615 $77K
SJS Investment Consulting Inc. 0.01% Add +160.6% 1,613 $76K
V-Square Quantitative Management LLC 0.01% Reduce -58.0% 1,465 $69K
Cary Street Partners Investment Advisory LLC 0.02% Add +160.3% 1,460 $69K
Cohen & Steers, Inc. 0.00% No change 1,400 $66K
Beacon Investment Advisory Services, Inc. 0.00% New 1,360 $64K
MassMutual Private Wealth & Trust, FSB 0.00% Add +266.7% 1,309 $62K
Whipplewood Advisors, LLC 0.03% No change 1,300 $62K
Innovative Asset Advisors Group, LLC 0.03% — 1,266 $60K
Bayforest Capital Ltd 0.07% New 1,240 $59K
Financial Perspectives, Inc 0.02% No change 1,178 $56K
Covestor Ltd 0.04% Reduce -33.8% 1,105 $53K
Reyes Financial Architecture, Inc. 0.04% Add +13.4% 1,098 $52K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -7.3% 1,075 $52K
Rakuten Securities, Inc. 0.02% Reduce -29.4% 1,085 $51K
Itau Unibanco Holding S.A. 0.00% Add +14.2% 987 $47K
CoreCap Advisors, LLC 0.00% Reduce -4.2% 984 $47K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 958 $45K
True Wealth Design, LLC 0.01% Add +116.9% 939 $45K
Bessemer Group Inc. 0.00% Reduce -2.0% 868 $41K
WealthCollab, LLC 0.02% Add +372.4% 855 $41K
Blue Trust, Inc. 0.00% Reduce -24.5% 855 $41K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +16.1% 779 $37K
Whittier Trust Co. 0.00% Add +15.1% 761 $37K
TD Waterhouse Canada Inc. 0.00% Add +24.9% 737 $35K
Smartleaf Asset Management LLC 0.00% Add +11.7% 744 $35K
Wilmington Savings Fund Society, FSB 0.00% No change 700 $33K
City State Bank 0.01% Reduce -25.4% 630 $30K
Quent Capital, LLC 0.00% Add +191.3% 606 $29K
Clearstead Advisors, LLC 0.00% Reduce -68.5% 562 $27K
Salomon & Ludwin, LLC 0.00% Add +170.3% 538 $26K
Caz Investments LP 0.03% No change 500 $24K
Stance Capital LLC 0.01% New 499 $24K
CX Institutional 0.00% New 494 $23K
Kemnay Advisory Services Inc. 0.00% New 480 $23K
WPG Advisers, LLC 0.02% No change 475 $23K
Silvant Capital Management LLC 0.00% Reduce -0.8% 474 $22K
Huntington National Bank 0.00% Add +282.1% 470 $22K
Private Trust Co. NA 0.00% Reduce -32.6% 453 $21K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 450 $21K
Basepoint Wealth LLC 0.01% Reduce -24.0% 430 $20K
Performa Ltd (US), LLC 0.00% New 425 $20K
Wealth Preservation Advisors, LLC 0.02% New 417 $20K
North Star Investment Management Corp. 0.00% Reduce -3.3% 417 $20K
Basecamp Wealth Advisors LLC 0.00% Add +22.1% 415 $20K
Parkside Financial Bank & Trust 0.00% Add +102.0% 394 $19K
Bank & Trust Co 0.01% No change 383 $18K
Central Pacific Bank - Trust Division 0.00% No change 369 $17K
Cullen/Frost Bankers, Inc. 0.00% No change 358 $17K
Ancora Advisors LLC 0.00% Reduce -13.3% 347 $16K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -99.8% 340 $16K
CVA Family Office, LLC 0.00% Add +42.6% 318 $15K
SWAN Capital LLC 0.01% No change 315 $15K
McIlrath & Eck, LLC 0.00% No change 315 $15K
Elevation Wealth Partners, LLC 0.01% Add +163.5% 303 $14K
Vega Investment Solutions 0.00% Reduce -97.7% 288 $14K
Owl Creek Wealth Partners LLC 0.00% — 275 $13K
Estabrook Capital Management 0.00% No change 250 $12K
Marquette Asset Management, LLC 0.00% Add +124.8% 245 $12K
LRI Investments, LLC 0.00% Add +39.2% 238 $11K
Atlantic Union Bankshares Corp 0.00% Reduce -5.2% 235 $11K
Adirondack Trust Co. 0.00% No change 235 $11K
Evolution Wealth Management Inc. 0.01% Reduce -26.1% 226 $11K
Tradewinds Capital Management, LLC 0.00% No change 225 $11K
Zions Bancorporation, National Association 0.00% Add +25.1% 224 $11K
Activest Wealth Management 0.00% Add +337.5% 210 $10K
McGuire Capital Advisors Inc. 0.01% No change 200 $9K
Strategic Investment Solutions, Inc. 0.00% No change 200 $9K
Private Wealth Asset Management, LLC 0.00% Add +9900.0% 200 $9K
HM Payson & Co. 0.00% No change 200 $9K
MPWM Advisory Solutions, LLC 0.00% No change 195 $9K
Bell Investment Advisors, Inc 0.00% Add +31.9% 186 $9K
Addison Advisors LLC 0.00% Add +85.0% 185 $9K
Clearstead Trust, LLC 0.00% Add +184.1% 179 $8K
Farmers & Merchants Investments Inc. 0.00% No change 177 $8K
Main Street Group, LTD 0.00% New 175 $8K
Creative Financial Designs Inc. 0.00% Reduce -41.6% 174 $8K
Godfrey Financial Associates, Inc. 0.01% No change 160 $8K
Physician Wealth Advisors, Inc. 0.00% Add +788.9% 160 $8K
Financial Management Professionals, Inc. 0.00% Reduce -5.2% 129 $6K
Keating Financial Advisory Services, Inc. 0.00% Add +2.4% 127 $6K
Twin Peaks Wealth Advisors, LLC 0.00% New 126 $6K
MCF Advisors LLC 0.00% New 125 $6K
Pacifica Partners Inc. 0.00% Reduce -27.3% 120 $6K
Strive Financial Group ,LLC 0.00% No change 95 $5K
PFS Partners, LLC 0.00% No change 105 $5K
Sachetta, LLC 0.00% Add +363.6% 102 $5K
Hilton Head Capital Partners, LLC 0.00% New 100 $5K
Graney & King, LLC 0.00% No change 100 $5K
Transamerica Financial Advisors, LLC 0.00% Add +137.5% 95 $5K
Cornerstone Planning Group LLC 0.00% Add +95.7% 92 $4K
Spire Wealth Management 0.00% Add +12.2% 92 $4K
Hollencrest Capital Management 0.00% No change 90 $4K
Arlington Trust Co LLC 0.00% Add +3.5% 88 $4K
Bogart Wealth, LLC 0.00% Add +29.4% 88 $4K
Brown Brothers Harriman & Co. 0.00% New 86 $4K
Valley National Advisers Inc. 0.00% No change 87 $4K
Ascentis Independent Advisors 0.00% New 82 $4K
Global Trust Asset Management, LLC 0.00% Reduce -55.6% 80 $4K
Fourth Dimension Wealth, LLC 0.00% No change 78 $4K
Private Wealth Management Group, LLC 0.00% Reduce -38.1% 78 $4K
Tidemark, LLC 0.00% No change 75 $4K
Hurley Capital, LLC 0.00% No change 73 $3K
MV Capital Management, Inc. 0.00% Add +217.4% 73 $3K
Medallion Wealth Advisors, LLC 0.00% Reduce -83.2% 71 $3K
Lloyd Advisory Services, LLC. 0.00% New 69 $3K
Kingdom Financial Group LLC. 0.00% No change 69 $3K
Highline Wealth Partners LLC 0.00% New 68 $3K
Colonial Trust Co / SC 0.00% No change 64 $3K
Golden State Wealth Management, LLC 0.00% Reduce -52.2% 64 $3K
Avion Wealth 0.00% Add +131.4% 81 $3K
Cornerstone Financial Management LLC 0.00% Add +612.5% 57 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -31.3% 55 $3K
Intentional Wealth Strategies, LLC 0.00% — 52 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 50 $2K
Asset Planning,Inc 0.00% No change 50 $2K
Manchester Capital Management LLC 0.00% Reduce -33.3% 50 $2K
Bfsg, LLC 0.00% No change 50 $2K
Fideuram Asset Management (Ireland) dac 0.00% Reduce -99.6% 41 $2K
Dunhill Financial, LLC 0.00% Add +1025.0% 45 $2K
JPL Wealth Management, LLC 0.00% New 45 $2K
Evelyn Partners Asset Management Ltd 0.00% No change 45 $2K
GHP Investment Advisors, Inc. 0.00% No change 44 $2K
Vanguard National Trust Co 0.00% — 44 $2K
Tsfg, LLC 0.00% Reduce -41.3% 37 $2K
Fortitude Family Office, LLC 0.00% Add +233.3% 40 $2K
Scarborough Advisors, LLC 0.00% New 40 $2K
SHP Wealth Management 0.00% Add +73.9% 40 $2K
Root Financial Partners, LLC 0.00% Reduce -76.9% 39 $2K
Retirement Wealth Solutions LLC 0.00% Add +58.3% 38 $2K
SouthState Bank Corp 0.00% Add +164.3% 37 $2K
Webster Bank, N. A. 0.00% No change 36 $2K
Bullock Wealth Management Group 0.00% Add +75.0% 35 $2K
Glen Eagle Advisors, LLC 0.00% No change 33 $2K
AdvisorNet Financial, Inc 0.00% Add +175.0% 33 $2K
Ameriflex Group, Inc. 0.00% No change 32 $2K
Lanark Financial, Inc. 0.00% No change 31 $1K
Anfield Capital Management, LLC 0.00% No change 30 $1K
Kilter Group LLC 0.00% Add +50.0% 27 $1K
Park Place Capital Corp 0.00% No change 27 $1K
Osbon Capital Management LLC 0.00% Reduce -44.7% 26 $1K
Richardson Financial Services Inc. 0.00% Reduce -78.5% 25 $1K
Aspect Partners, LLC 0.00% No change 24 $1K
Rialto Wealth Management, LLC 0.00% Add +1050.0% 23 $1K
Bare Financial Services, Inc 0.00% Reduce -24.1% 22 $1K
Sound Income Strategies, LLC 0.00% No change 21 $1K
Capital Advisors, Ltd. LLC 0.00% Add +14.3% 24 $1K
CNB Bank 0.00% No change 21 $996
Raffa Wealth Management, LLC 0.00% Add +5.0% 21 $996
Triumph Capital Management 0.00% No change 21 $996
American Capital Advisory, LLC 0.00% Add +900.0% 20 $949
Global Wealth Strategies & Associates 0.00% No change 20 $948
Mather Group, Llc. 0.00% New 20 $945
PayPay Securities Corp 0.03% Add +11.1% 20 $921
Principia Wealth Advisory, LLC 0.00% Add +35.7% 19 $901
Salem Investment Counselors Inc. 0.00% New 18 $854
Operose Advisors LLC 0.00% New 18 $853
Holos Integrated Wealth LLC 0.00% No change 18 $852
RMG Wealth Management LLC 0.00% New 17 $773
Vision Retirement, LLC 0.00% Reduce -48.3% 15 $711
N.E.W. Advisory Services LLC 0.00% No change 15 $711
Greykasell Wealth Strategies, Inc. 0.00% No change 14 $664
Valued Wealth Advisors LLC 0.00% No change 13 $617
Legacy Wealth Managment, LLC 0.00% Reduce -51.9% 13 $617
Torren Management, LLC 0.00% Reduce -96.8% 13 $616
Breakwater Investment Management 0.00% New 11 $522
Curio Wealth, LLC 0.00% Add +10.0% 11 $522
Brown, Lisle/Cummings, Inc. 0.00% New 11 $522
USA Financial Formulas 0.00% Add +57.1% 11 $522
TD Private Client Wealth LLC 0.00% Reduce -52.2% 11 $522
Ascentis Wealth Management, LLC 0.00% No change 11 $521
Investors Portfolio Services LLC 0.00% Reduce -50.0% 10 $474
Mb, Levis & Associates, LLC 0.00% No change 10 $474
Solstein Capital, LLC 0.00% No change 9 $427
Signature Equity Partners, LLC 0.00% Reduce -86.8% 9 $427
Quaker Wealth Management, LLC 0.00% Add +80.0% 9 $427
Crewe Advisors LLC 0.00% New 9 $427
Glass Jacobson Investment Advisors llc 0.00% No change 8 $380
TopTier Wealth Management, LLC 0.00% New 8 $379
Key Financial Inc 0.00% No change 7 $332
Sittner & Nelson, LLC 0.00% No change 7 $332
Hughes Financial Services, LLC 0.00% Reduce -22.2% 7 $332
First Pacific Financial 0.00% New 7 $332
Prosperity Bancshares Inc 0.00% No change 6 $284
Bruce G. Allen Investments, LLC 0.00% Add +100.0% 6 $284
First Horizon Corp. 0.00% New 6 $284
Bear Mountain Capital, Inc. 0.00% No change 5 $239
DecisionPoint Financial, LLC 0.00% No change 5 $238
Caitlin John, LLC 0.00% No change 4 $190
JFS Wealth Advisors, LLC 0.00% Reduce -88.6% 4 $190
Cassaday & Co Wealth Management LLC 0.00% Reduce -99.9% 3 $143
DiNuzzo Private Wealth, Inc. 0.00% Reduce -57.1% 3 $143
Measured Wealth Private Client Group, LLC 0.00% No change 3 $142
Evelyn Partners Investment Management LLP 0.00% No change 3 $142
3 Factor Indexing, LLC 0.00% — 2 $95
Prestige Wealth Management Group LLC 0.00% New 2 $95
Bay Harbor Wealth Management, LLC 0.00% Reduce -75.0% 2 $94
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $48
Seneschal Advisors, LLC 0.00% Reduce -50.0% 1 $48
NBT Bank, N.A. 0.00% No change 1 $47
Grove Bank & Trust 0.00% No change 1 $47

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