DocusignDOCU

13F holders, Q2 2026 (June 30)
674holders −35
82new positions
115sold out
6famous investors
$44.46avg. 13F price*

At the end of Q2 2026, 674 institutions reported holding Docusign Inc. (DOCU) in their 13F filings, down 35 from Q1 2026. 82 opened new positions and 115 sold out. The largest holders were BlackRock, Inc. ($927.1M), Vanguard Portfolio Management LLC ($515.0M) and AQR Capital Management ($398.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions82$114.5M
Exits115$451.3M

All 13F filers, Q1 2026 → Q2 2026: 23,542,466 shares bought and 27,993,125 shares sold, net −4,450,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 674 holders

BlackRock, Inc. 0.01% Reduce -3.2% 20,870,306 $927.1M
Vanguard Portfolio Management LLC 0.02% Add +2.7% 11,594,282 $515.0M
AQR Capital Management 0.14% Add +85.2% 8,972,591 $398.6M
Vanguard Capital Management LLC 0.01% Reduce -2.1% 8,770,642 $389.6M
Capital World Investors 0.04% Add +0.2% 7,055,601 $313.4M
State Street Corp. 0.01% Reduce -8.0% 6,283,069 $279.1M
Ameriprise Financial Inc. 0.06% Add +52.8% 6,165,568 $273.9M
Arrowstreet Capital, Limited Partnership 0.11% Add +5.6% 5,581,037 $247.9M
Geode Capital Management, LLC 0.01% Reduce -1.1% 4,112,381 $184.4M
Federated Hermes, Inc. 0.21% Add +76.6% 3,334,645 $148.1M
T. Rowe Price Associates Inc. 0.01% Add +1.0% 3,332,042 $148.0M
Two Sigma Investments, LP 0.12% Add +86.5% 3,301,509 $146.7M
Renaissance Technologies 0.19% Reduce -3.0% 3,075,061 $136.6M
FMR LLC 0.01% Add +28.0% 3,070,318 $136.4M
Invesco Ltd. 0.01% Add +156.5% 2,881,241 $128.0M
Morgan Stanley 0.01% Add +1.6% 2,801,981 $124.5M
Norges Bank 0.01% — 2,446,076 $108.7M
UBS Group AG 0.02% Add +2.3% 2,209,283 $98.1M
Jacobs Levy Equity Management, Inc. 0.33% Add +4.9% 2,043,909 $90.8M
Goldman Sachs Group Inc. 0.01% Reduce -35.3% 1,976,770 $87.8M
D. E. Shaw & Co. 0.05% Reduce -25.1% 1,874,363 $83.3M
American Century Companies Inc. 0.04% Reduce -7.9% 1,830,932 $81.3M
Charles Schwab Investment Management Inc. 0.01% Add +6.0% 1,829,997 $81.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -7.3% 1,808,071 $80.3M
Royal Bank of Canada 0.01% Add +4.2% 1,752,296 $77.8M
Quantinno Capital Management LP 0.09% Add +7.8% 1,733,958 $77.0M
Northern Trust Corp. 0.01% Reduce -6.9% 1,665,394 $74.0M
Allianz Asset Management GmbH 0.07% Add +177.7% 1,603,838 $71.2M
Qube Research & Technologies Ltd 0.08% Reduce -27.9% 1,522,258 $67.6M
Robeco Institutional Asset Management B.V. 0.08% Add +32.4% 1,491,553 $66.3M
Dimensional Fund Advisors LP 0.01% Add +22.4% 1,347,557 $59.9M
Capital Fund Management S.A. 0.41% Add +37.1% 1,302,842 $57.9M
Victory Capital Management Inc. 0.03% Add +52.9% 1,281,917 $56.9M
Bank of New York Mellon Corp 0.01% Reduce -0.7% 1,265,623 $56.2M
Marshall Wace, LLP 0.05% Reduce -54.5% 1,251,931 $55.6M
Vanguard Fiduciary Trust Co. 0.01% Reduce -2.7% 1,231,293 $54.7M
First Trust Advisors LP 0.03% Add +32.8% 1,189,788 $52.9M
Man Group plc 0.10% Add +13.1% 1,186,717 $52.7M
Pacer Advisors, Inc. 0.13% Add +3.7% 1,131,954 $50.3M
Gotham Asset Management 0.11% Add +49.7% 1,084,371 $48.2M
JPMorgan Chase & Co. 0.00% Add +18.5% 1,052,119 $47.8M
Nuveen, LLC 0.01% Add +195.4% 1,066,686 $47.4M
Bank of America Corp. 0.00% Reduce -12.9% 1,039,579 $46.2M
Squarepoint Ops LLC 0.08% Reduce -26.4% 896,232 $39.8M
Acadian Asset Management LLC 0.05% Add +45.8% 887,133 $39.4M
Clearbridge Investments, LLC 0.03% Reduce -64.5% 696,711 $30.9M
Fiera Capital Corp 0.11% Reduce -0.5% 676,335 $30.0M
Amundi 0.01% Reduce -34.9% 674,423 $30.0M
Global Alpha Capital Management Ltd. 1.79% New 673,986 $29.9M
BNP Paribas Financial Markets 0.02% Reduce -30.7% 644,331 $28.6M
Glenmede Trust Co. NA 0.12% Add +19.4% 612,097 $27.2M
SEB Asset Management AB 0.10% New 611,484 $27.2M
Russell Investments Group, Ltd. 0.02% Add +25.0% 609,145 $27.1M
Jupiter Asset Management Ltd. 0.13% Reduce -24.7% 605,595 $26.9M
Franklin Resources Inc. 0.01% Add +25.5% 595,607 $26.5M
Rhumbline Advisers 0.02% Reduce -23.3% 525,878 $23.4M
Retirement Systems of Alabama 0.07% Reduce -8.1% 504,066 $22.4M
Legal & General Group Plc 0.00% Reduce -30.8% 495,314 $22.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +13.5% 452,258 $20.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +6.4% 449,898 $20.0M
Principal Financial Group Inc. 0.01% Reduce -1.9% 440,985 $19.6M
Trexquant Investment LP 0.12% Reduce -50.1% 426,326 $18.9M
California Public Employees Retirement System 0.01% Add +15.8% 422,642 $18.8M
Susquehanna Fundamental Investments, LLC 0.35% Add +585.6% 415,810 $18.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +84.7% 409,423 $18.2M
Quinn Opportunity Partners LLC 0.83% Add +5.3% 401,280 $17.8M
Swiss National Bank 0.01% Reduce -1.5% 390,100 $17.3M
Barclays PLC 0.01% Reduce -14.3% 368,153 $16.4M
Rockefeller Capital Management L.P. 0.02% Add +2.7% 359,854 $16.0M
Assenagon Asset Management S.A. 0.02% Add +247.5% 349,038 $15.5M
Algert Global LLC 0.18% Reduce -27.2% 336,077 $14.9M
New York State Common Retirement Fund 0.02% Add +34.2% 330,899 $14.7M
Distillate Capital Partners LLC 0.75% Add +6.2% 323,122 $14.4M
Canada Pension Plan Investment Board 0.01% Reduce -50.8% 304,300 $13.5M
Corient Private Wealth LP 0.02% Add +21.0% 287,386 $12.8M
Mariner, LLC 0.01% Add +80.8% 277,977 $12.4M
Ieq Capital, LLC 0.06% Reduce -2.8% 275,974 $12.3M
Alliancebernstein L.P. 0.00% Reduce -16.1% 255,434 $12.1M
Engineers Gate Manager LP 0.16% Reduce -38.9% 269,860 $12.0M
Raymond James Financial Inc. 0.00% Reduce -1.3% 260,139 $11.6M
Citigroup Inc. 0.01% Reduce -7.5% 257,379 $11.4M
Creative Planning 0.01% Add +20.2% 248,197 $11.0M
Mackenzie Financial Corp. 0.01% Add +115.6% 242,265 $10.8M
Sei Investments Co. 0.01% Reduce -13.4% 241,988 $10.7M
Cerity Partners LLC 0.01% Add +123.1% 236,855 $10.5M
Envestnet Asset Management Inc. 0.00% Add +2.0% 235,619 $10.5M
Susquehanna International Group, LLP 0.01% Add +3.2% 225,642 $10.0M
California State Teachers Retirement System 0.01% Reduce -7.3% 224,238 $10.0M
Saudi Central Bank 0.13% No change 184,290 $9.7M
Assetmark, Inc. 0.02% Add +4.1% 211,146 $9.4M
Lazard Asset Management LLC 0.01% Add +66.3% 210,939 $9.4M
Deutsche Bank AG 0.00% Add +8.2% 208,285 $9.3M
Jane Street Group, LLC 0.01% Reduce -79.8% 201,647 $9.0M
Syon Capital LLC 0.39% Reduce -3.6% 199,125 $8.8M
CANADA LIFE ASSURANCE Co 0.01% Add +1.3% 198,820 $8.8M
Walleye Trading LLC 0.12% Add +0.6% 188,814 $8.4M
CapitalatWork S.A. 0.21% No change 184,000 $8.2M
Wells Fargo & Company 0.00% Reduce -18.1% 182,600 $8.1M
New York State Teachers Retirement System 0.01% Reduce -1.8% 181,294 $8.1M
Trek Financial, LLC 0.38% New 171,737 $7.6M
Thrivent Financial for Lutherans 0.01% Add +276.1% 171,109 $7.6M
Voloridge Investment Management, LLC 0.03% New 170,600 $7.6M
State Board of Administration of Florida Retirement System 0.01% Reduce -1.6% 166,625 $7.4M
Panagora Asset Management Inc. 0.02% Reduce -69.1% 158,186 $7.0M
Voya Investment Management LLC 0.01% Add +27.9% 147,263 $6.5M
Boston Partners 0.01% Add +23.0% 146,329 $6.5M
Vanguard Global Advisers, LLC 0.00% Reduce -4.2% 145,741 $6.5M
KLP Kapitalforvaltning As 0.02% No change 140,300 $6.2M
Los Angeles Capital Management LLC 0.02% Add +4072.8% 139,790 $6.2M
SG Americas Securities, LLC 0.00% Reduce -89.6% 136,280 $6.1M
Mercer Global Advisors Inc. 0.01% Add +95.0% 135,995 $6.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.6% 135,217 $6.0M
CapWealth Advisors, LLC 0.47% Add +14.1% 129,678 $5.8M
Schroder Investment Management Group 0.00% Add +456.6% 127,859 $5.8M
Aberdeen Group plc 0.01% Add +8.0% 125,568 $5.6M
Greenwich Wealth Management LLC 0.20% Add +30.0% 120,835 $5.4M
Bank of Montreal 0.00% Reduce -7.0% 120,123 $5.3M
Baird Financial Group, Inc. 0.01% Add +3.0% 119,634 $5.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -35.8% 118,306 $5.3M
Y-Intercept (Hong Kong) Ltd 0.10% New 118,261 $5.3M
HSBC Holdings PLC 0.00% Reduce -22.0% 116,076 $5.2M
Illinois Municipal Retirement Fund 0.06% Reduce -38.0% 116,024 $5.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +53.1% 116,479 $5.1M
Focus Partners Wealth 0.01% Add +46.0% 113,953 $5.1M
Chase Investment Counsel Corp. 1.07% New 113,785 $5.1M
Bank of Nova Scotia 0.01% Reduce -3.7% 113,700 $5.1M
Shearwater Capital LLC 2.41% No change 113,428 $5.0M
Level Four Advisory Services, LLC 0.14% Reduce -9.5% 110,298 $4.9M
Pale Fire Capital SE 0.34% New 108,000 $4.8M
Citadel Advisors 0.00% Reduce -86.9% 107,430 $4.8M
Brevan Howard Capital Management LP 0.07% Reduce -26.4% 105,947 $4.7M
Nomura Asset Management International Inc. 0.01% Add +75.5% 105,461 $4.7M
State of Wisconsin Investment Board 0.01% Reduce -21.4% 101,248 $4.5M
Royal London Asset Management Ltd. 0.01% Add +1.7% 99,339 $4.4M
Heron Bay Capital Management 0.39% Add +19.8% 96,243 $4.3M
LPL Financial LLC 0.00% Reduce -18.9% 95,774 $4.3M
Treasurer of the State of North Carolina 0.01% Reduce -1.6% 95,083 $4.2M
Dana Investment Advisors, Inc. 0.11% Add +2.7% 94,858 $4.2M
MetLife Investment Management, LLC 0.02% Reduce -10.7% 94,010 $4.2M
Gilman Hill Asset Management, LLC 0.57% Add +2.5% 93,051 $4.1M
Jupiter Topco LLC 0.00% — 92,200 $4.1M
OP Asset Management Ltd 0.04% Add +10.3% 91,433 $4.1M
Prudential Financial Inc. 0.00% Add +130.3% 91,112 $4.0M
Silver Lake Advisory, LLC 1.41% Reduce -2.6% 89,012 $4.0M
Pathstone Holdings, LLC 0.01% Add +5.7% 88,131 $3.9M
Police & Firemen's Retirement System of New Jersey 0.03% Add +189.3% 87,924 $3.9M
Amalgamated Bank 0.03% Reduce -8.5% 86,707 $3.9M
Intech Investment Management LLC 0.04% Add +10.7% 85,821 $3.8M
WealthTrust Axiom LLC 0.85% Add +44.2% 85,193 $3.8M
Caxton Associates LLP 0.07% Reduce -16.8% 85,179 $3.8M
Primecap Management Co. 0.00% Reduce -29.2% 85,000 $3.8M
Holocene Advisors, LP 0.01% Add +25.3% 80,404 $3.6M
Selective Wealth Management, Inc. 0.94% Reduce -2.3% 67,719 $3.6M
Westbourne Investment Advisors, Inc. 0.98% Add +19.8% 80,120 $3.6M
Schonfeld Strategic Advisors LLC 0.02% Add +40.5% 78,380 $3.5M
Macquarie Group Ltd. 0.01% Add +226.0% 76,506 $3.4M
CastleKnight Management LP 0.12% Add +399.3% 73,900 $3.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% New 73,100 $3.2M
Mutual of America Capital Management LLC 0.03% Reduce -6.0% 72,124 $3.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +13.8% 71,013 $3.2M
Millennium Management 0.00% Reduce -96.6% 70,185 $3.1M
Blair William & Co. 0.01% Reduce -44.0% 68,440 $3.0M
Stifel Financial Corp. 0.00% Reduce -26.0% 67,558 $3.0M
WINTON GROUP Ltd 0.10% Reduce -65.9% 66,584 $3.0M
Public Employees Retirement System of Ohio 0.01% Add +0.0% 66,379 $2.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -5.4% 65,899 $2.9M
Numerai GP LLC 0.24% Add +22.7% 65,439 $2.9M
Teachers Retirement System of the State of Kentucky 0.02% No change 65,320 $2.9M
Collar Capital Management, LLC 1.69% Add +3.2% 64,559 $2.9M
Gateway Investment Advisers LLC 0.03% Add +673.7% 62,846 $2.8M
Axq Capital, LP 0.30% Add +49.8% 62,430 $2.8M
Ensign Peak Advisors, Inc 0.00% Add +164.5% 62,032 $2.8M
State of Tennessee, Department of Treasury 0.01% Reduce -1.8% 61,224 $2.7M
Empowered Funds, LLC 0.01% Add +128.3% 61,214 $2.7M
Walleye Capital LLC 0.01% Reduce -67.4% 61,066 $2.7M
Handelsbanken Fonder AB 0.01% Add +6.3% 60,600 $2.7M
Oak Family Advisors, LLC 0.77% Reduce -39.9% 60,240 $2.7M
Vanguard Investments Australia, Ltd. 0.01% Add +0.3% 58,094 $2.6M
Ceera Investments, LLC 1.09% Add +1.7% 57,627 $2.6M
Zacks Investment Management 0.02% Add +3.8% 56,934 $2.5M
Louisiana State Employees Retirement System 0.04% Reduce -2.1% 56,900 $2.5M
XTX Topco Ltd 0.03% Reduce -61.7% 55,908 $2.5M
South Dakota Investment Council 0.04% Add +12.0% 55,073 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -12.7% 54,691 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Add +189.1% 54,502 $2.4M
Crossmark Global Holdings, Inc. 0.03% Add +0.5% 54,225 $2.4M
Yousif Capital Management, LLC 0.03% Reduce -9.3% 53,684 $2.4M
Arizona State Retirement System 0.01% Reduce -2.5% 53,648 $2.4M
State of Alaska, Department of Revenue 0.02% Reduce -7.5% 50,882 $2.3M
Cary Street Partners Financial LLC 0.05% Reduce -17.5% 49,542 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +37.6% 49,437 $2.2M
FIL Ltd 0.00% New 48,396 $2.1M
Martingale Asset Management L P 0.05% Add +0.1% 47,267 $2.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -7.3% 46,514 $2.1M
State of Michigan Retirement System 0.01% Reduce -5.8% 45,400 $2.0M
Elo Mutual Pension Insurance Co 0.03% Add +22.8% 44,812 $2.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +3.0% 44,400 $2.0M
Tidal Investments LLC 0.00% Reduce -20.2% 44,130 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -2.6% 43,705 $1.9M
Quadrature Capital Ltd 0.02% Reduce -65.8% 43,065 $1.9M
Weiss Asset Management LP 0.03% New 43,040 $1.9M
New Mexico Educational Retirement Board 0.05% No change 41,800 $1.9M
Fifth Third Bancorp 0.00% Reduce -20.8% 41,722 $1.9M
Andrew Hill Investment Advisors, Inc. 1.37% Add +58.9% 41,337 $1.8M
Summit Trail Advisors, LLC 0.02% Reduce -27.9% 40,838 $1.8M
Captrust Financial Advisors 0.00% Add +61.3% 40,451 $1.8M
Oregon Public Employees Retirement Fund 0.02% Reduce -2.2% 40,203 $1.8M
New Age Alpha Advisors, LLC 0.08% Add +4.0% 40,046 $1.8M
Mork Capital Management, LLC 1.14% New 40,000 $1.8M
Cetera Investment Advisers 0.00% Add +4.7% 38,842 $1.7M
Nomura Asset Management Co. Ltd. 0.00% Reduce -21.1% 38,117 $1.7M
Lifestyle Asset Management, Inc. 0.45% Add +24.8% 37,931 $1.7M
DekaBank Deutsche Girozentrale 0.00% No change 35,560 $1.7M
Nordea Investment Management AB 0.00% Reduce -5.6% 37,124 $1.6M
Vinva Investment Management Ltd 0.01% Reduce -41.4% 24,727 $1.6M
Arax Advisory Partners 0.01% Add +1380.7% 36,351 $1.6M
Worldquant Millennium Advisors LLC 0.01% Reduce -96.7% 36,281 $1.6M
Osaic Holdings, Inc. 0.00% Add +12.3% 36,188 $1.6M
Ameritas Investment Partners, Inc. 0.04% Reduce -3.0% 35,757 $1.6M
Storebrand Asset Management As 0.00% Reduce -2.8% 35,460 $1.6M
Daiwa Securities Group Inc. 0.00% Add +19.0% 35,439 $1.6M
Vestcor Inc 0.04% Add +209.5% 34,936 $1.6M
Rothschild Investment LLC 0.06% Add +763.0% 34,848 $1.5M
Merit Financial Group, LLC 0.01% Add +17.6% 34,816 $1.5M
Clark Capital Management Group, Inc. 0.01% Add +1.8% 34,543 $1.5M
Chicago Partners Investment Group LLC 0.03% Add +48.2% 32,208 $1.5M
Strategic Global Advisors, LLC 0.21% Add +3.6% 33,796 $1.5M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -11.5% 33,015 $1.5M
Clear Harbor Asset Management, LLC 0.09% Add +22.4% 32,293 $1.4M
Pictet Asset Management Holding SA 0.00% Reduce -8.9% 31,092 $1.4M
Teacher Retirement System of Texas 0.00% Add +35.3% 31,044 $1.4M
Two Sigma Securities, LLC 0.12% New 30,972 $1.4M
Allstate Corp. 0.01% Reduce -19.0% 30,868 $1.4M
Brighton Jones LLC 0.03% Add +38.5% 30,780 $1.4M
Step Capital Management Pte. Ltd. 0.41% No change 30,000 $1.3M
Capitolis Liquid Global Markets LLC 0.01% No change 29,700 $1.3M
Mitsubishi UFJ Trust & Banking Corp 0.00% New 29,560 $1.3M
Board of the Pension Protection Fund 1.24% Reduce -16.2% 29,500 $1.3M
Utah Retirement Systems 0.01% Reduce -9.8% 29,397 $1.3M
Gsa Capital Partners LLP 0.08% Add +88.0% 29,315 $1.3M
Easterly Investment Partners LLC 0.06% Add +67.7% 28,500 $1.3M
Picton Mahoney Asset Management 0.01% Add +2.7% 27,369 $1.2M
Evergreen Capital Management LLC 0.02% Reduce -9.2% 27,182 $1.2M
Centaurus Financial, Inc. 0.05% Reduce -0.7% 27,030 $1.2M
Neuberger Berman Group LLC 0.00% Reduce -47.5% 26,923 $1.2M
New York Life Investment Management LLC 0.01% Reduce -1.1% 26,417 $1.2M
Credit Agricole S A 0.00% Add +26.9% 26,225 $1.2M
Sirios Capital Management L P 0.14% Reduce -21.8% 26,024 $1.2M
Kestra Investment Management, LLC 0.02% Reduce -21.9% 25,840 $1.1M
Horizon Investments, LLC 0.01% Add +360.2% 25,825 $1.1M
Jones Financial Companies LLLP 0.00% Add +0.5% 25,332 $1.1M
Xponance LLC 0.01% Reduce -36.1% 25,252 $1.1M
Ameritas Advisory Services, LLC 0.02% Add +225.5% 25,109 $1.1M
Natixis 0.01% Add +10.2% 25,077 $1.1M
Advisory Services Network, LLC 0.01% Reduce -3.7% 24,265 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -23.7% 23,511 $1.0M
Palogic Value Management, L.P. 0.36% Add +227.6% 22,517 $1.0M
Mitchell & Pahl Private Wealth, LLC 0.36% Add +3.9% 22,123 $983K
Meridian Investment Counsel Inc. 0.21% Reduce -5.2% 21,759 $967K
Orion Porfolio Solutions, LLC 0.01% Add +101.1% 21,678 $963K
Kera Capital Partners, Inc. 0.09% Add +14.2% 21,200 $942K
Prospera Financial Services Inc 0.01% Add +17.5% 21,114 $938K
Gagnon Securities LLC 0.18% Reduce -1.5% 20,906 $929K
Larson Financial Group LLC 0.02% Reduce -3.5% 20,672 $918K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +178.9% 20,637 $917K
Swiss Life Asset Management Ltd 0.00% Reduce -5.0% 20,513 $911K
Linden Thomas Advisory Services, LLC 0.07% Reduce -0.5% 20,201 $897K
Public Employees Retirement Association of Colorado 0.00% No change 20,049 $891K
Timelo Investment Management Inc. 1.11% New 20,000 $888K
PARUS FINANCE (UK) Ltd 0.23% No change 19,950 $886K
Focus Partners Advisor Solutions, LLC 0.01% Add +17.2% 19,464 $865K
HighTower Advisors, LLC 0.00% Reduce -82.2% 19,355 $860K
Diversified Trust Co. 0.01% Add +42.4% 19,350 $860K
Bleakley Financial Group, LLC 0.01% New 19,134 $850K
Lecap Asset Management Ltd. 0.36% Reduce -63.8% 19,096 $848K
Tower Research Capital LLC (TRC) 0.02% Add +105.0% 18,821 $836K
Baker Avenue Asset Management, LP 0.02% Add +12.5% 18,673 $829K
Resonant Capital Advisors, LLC 0.04% Reduce -3.2% 17,974 $798K
Destiny Capital Corp 0.37% Reduce -33.3% 17,937 $797K
Hillsdale Investment Management Inc. 0.02% Add +15.8% 17,930 $796K
Titleist Asset Management, LLC 0.05% No change 17,890 $795K
Bull Harbor Capital LLC 0.15% Add +99.6% 17,682 $785K
Group One Trading LLC 0.02% Reduce -47.8% 17,625 $783K
Dakota Wealth Management 0.01% Reduce -2.7% 17,563 $780K
Campbell & CO Investment Adviser LLC 0.04% New 17,343 $770K
WCG Wealth Advisors LLC 0.02% Add +38.3% 17,337 $770K
Securian Asset Management, Inc. 0.03% Reduce -2.9% 14,328 $756K
Vista Investment Partners LLC 0.19% Add +38.5% 16,902 $751K
Aviva PLC 0.00% Reduce -0.7% 16,886 $750K
IMC-Chicago, LLC 0.01% New 16,781 $745K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -85.6% 16,650 $740K
Citizens Financial Group Inc. 0.01% Add +28.2% 16,307 $724K
Krilogy Financial LLC 0.02% Add +16.9% 16,112 $716K
Jefferies Financial Group Inc. 0.01% New 15,561 $691K
United Capital Financial Advisors, LLC 0.00% Reduce -8.9% 15,530 $690K
Sequoia Financial Advisors, LLC 0.00% Reduce -23.1% 15,184 $674K
Eagle Harbor Asset Management Inc. 0.52% Reduce -14.1% 14,968 $665K
O'shaughnessy Asset Management, LLC 0.00% Add +30.4% 14,907 $662K
Inspire Advisors, LLC 0.05% Add +25.7% 14,874 $661K
Quadrant Capital Group LLC 0.02% Add +235.7% 14,853 $660K
Private Advisor Group, LLC 0.00% Reduce -4.7% 14,750 $655K
Danske Bank A/S 0.00% Reduce -62.1% 14,746 $655K
MAI Capital Management 0.00% Add +95.6% 14,653 $651K
Rodgers Brothers Inc. 0.06% Reduce -2.5% 14,540 $646K
NorthCrest Asset Manangement, LLC 0.02% Add +86.0% 13,213 $644K
denkapparat Operations GmbH 0.21% Add +47.3% 14,496 $644K
Integrated Wealth Concepts LLC 0.00% Add +2.0% 14,359 $638K
NewEdge Advisors, LLC 0.00% Add +29.8% 14,311 $636K
Financial Consulate, Inc. 0.07% No change 13,782 $612K
MML Investors Services, LLC 0.00% Add +18.2% 13,604 $604K
Inspire Investing, LLC 0.02% Add +13.9% 13,211 $587K
Oppenheimer & Co. Inc. 0.01% Reduce -3.3% 12,849 $571K
Sage Rhino Capital LLC 0.09% Reduce -3.3% 12,841 $570K
Kentucky Retirement Systems 0.01% New 12,540 $557K
Plato Investment Management Ltd 0.03% Reduce -3.2% 12,138 $536K
PNC Financial Services Group, Inc. 0.00% Add +27.6% 12,046 $535K
Jackson Creek Investment Advisors LLC 0.18% New 9,758 $535K
Susquehanna Portfolio Strategies, LLC 0.01% New 11,880 $528K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.1% 11,867 $527K
Farther Finance Advisors, LLC 0.00% Add +16.1% 11,781 $525K
Cary Street Partners Investment Advisory LLC 0.11% Add +707.9% 11,795 $524K
First Citizens Bank & Trust Co. 0.01% Reduce -0.0% 11,744 $522K
HB Wealth Management, LLC 0.00% Add +30.0% 11,632 $517K
Buckland Partners Management Co LLC 0.25% No change 11,500 $511K
Bayesian Capital Management, LP 0.33% New 11,444 $508K
Independent Financial Group, LLC 0.01% Add +73.4% 11,228 $499K
Hancock Whitney Corp. 0.01% Add +0.6% 11,161 $496K
QRG Capital Management, Inc. 0.00% Add +31.2% 11,132 $495K
Cresset Asset Management, LLC 0.00% Reduce -4.6% 11,000 $489K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +20.6% 10,923 $485K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.7% 10,915 $485K
Greenwood Capital Associates LLC 0.05% Add +47.3% 10,908 $485K
Acorn Financial Advisory Services Inc. 0.06% Reduce -9.6% 10,875 $483K
Sanctuary Advisors, LLC 0.00% Add +13.4% 10,678 $474K
Pallas Capital Advisors LLC 0.01% Reduce -7.5% 10,466 $465K
iA Global Asset Management Inc. 0.01% Reduce -11.8% 10,455 $464K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -54.2% 10,411 $462K
Allworth Financial LP 0.00% Reduce -20.2% 10,410 $462K
Waddell & Associates, LLC 0.02% Add +51.0% 10,299 $457K
Coppell Advisory Solutions LLC 0.04% New 348 $455K
&partners 0.00% Reduce -26.9% 10,215 $453K
Vise Technologies, Inc. 0.01% Add +185.0% 9,979 $443K
Profund Advisors LLC 0.01% Reduce -9.6% 9,825 $436K
HUB Investment Partners, LLC 0.01% Reduce -13.2% 9,775 $434K
Green Alpha Advisors, LLC 0.29% Add +0.3% 9,704 $431K
Crestwood Advisors Group, LLC 0.01% Add +24.8% 9,685 $430K
Nykredit A/S 0.00% — 9,680 $430K
DNB Asset Management AS 0.00% Reduce -9.4% 9,646 $428K
Nomura Holdings Inc. 0.00% Add +109.5% 9,511 $422K
Scotia Capital Inc. 0.00% New 9,498 $422K
Maryland State Retirement & Pension System 0.01% No change 9,496 $422K
KBC Group NV 0.00% Reduce -7.1% 9,403 $418K
Hantz Financial Services, Inc. 0.01% Add +3.3% 9,391 $417K
Certuity, LLC 0.02% Add +41.2% 9,179 $408K
RMR Wealth Builders 0.03% Reduce -0.4% 9,108 $405K
Steward Partners Investment Advisory, LLC 0.00% Add +61.0% 8,998 $400K
Inscription Capital, LLC 0.04% Add +14.9% 8,891 $395K
M&T Bank Corp 0.00% Reduce -26.0% 8,892 $395K
Leonteq Securities AG 0.02% Add +23.6% 8,772 $390K
Lido Advisors, LLC 0.00% Add +37.0% 8,688 $386K
EP Wealth Advisors, LLC 0.00% Add +10.0% 8,656 $385K
Aware Super Pty Ltd as trustee of Aware Super 0.01% Reduce -96.5% 8,577 $381K
Waverly Advisors, LLC 0.00% Add +99.7% 8,528 $379K
Kestra Advisory Services, LLC 0.00% Reduce -9.5% 8,322 $370K
US Bancorp \de 0.00% Add +15.7% 8,235 $366K
Caerus Investment Advisors, LLC 0.12% Reduce -10.7% 8,213 $365K
Voleon Capital Management LP 0.01% New 8,196 $364K
Guggenheim Capital LLC 0.00% Add +16.3% 8,096 $360K
State of Wyoming 0.04% Reduce -28.3% 8,045 $357K
Smith Group Asset Management, LLC 0.01% New 8,023 $356K
International Assets Investment Management, LLC 0.02% Add +25.6% 7,702 $354K
ProShare Advisors LLC 0.00% Reduce -2.7% 7,952 $353K
Legacy Financial Advisors, Inc. 0.04% Add +12.8% 7,934 $352K
Rothschild Wealth LLC 0.03% New 7,912 $351K
Occudo Quantitative Strategies LP 0.02% Reduce -84.1% 7,884 $350K
Evolve Private Wealth, LLC 0.02% New 7,834 $348K
Elevatus Welath Management 0.08% New 7,792 $346K
Clare Market Investments LLC 0.06% New 7,773 $345K
Bokf, NA 0.00% Reduce -3.3% 7,744 $344K
Rafferty Asset Management, LLC 0.00% Reduce -7.7% 7,716 $343K
Snowden Capital Advisors LLC 0.01% Add +50.1% 7,684 $341K
Venture Visionary Partners LLC 0.01% No change 7,601 $338K
Compound Planning, Inc. 0.01% Add +0.3% 7,597 $337K
Quent Capital, LLC 0.02% Add +1145.7% 7,549 $335K
Proficio Capital Partners LLC 0.01% New 7,409 $329K
J.W. Cole Advisors, Inc. 0.01% New 7,346 $326K
Choreo, LLC 0.00% Reduce -13.4% 7,301 $324K
AlphaGrep UK Ltd 0.10% Reduce -8.6% 7,261 $323K
Mach-1 Financial Group, LLC 0.12% Reduce -6.8% 7,249 $322K
Prelude Capital Management, LLC 0.02% Reduce -5.3% 7,245 $322K
Formidable Asset Management, LLC 0.05% Reduce -3.0% 7,162 $318K
Essex Financial Services, Inc. 0.02% Add +8.8% 7,114 $316K
Marex Group Ltd 0.00% Reduce -34.3% 6,989 $310K
Ethic Inc. 0.00% Reduce -5.4% 6,979 $310K
Jackson Thornton Wealth Management, LLC 0.02% New 6,977 $310K
AlphaCore Capital LLC 0.01% New 6,971 $310K
Motley Fool Asset Management LLC 0.01% Add +0.8% 6,969 $310K
SBI Securities Co., Ltd. 0.01% Reduce -19.1% 6,859 $305K
Versant Capital Management, Inc 0.03% Add +1.3% 6,844 $304K
Ellevest, Inc. 0.04% New 6,201 $304K
Burney Co./ 0.01% Reduce -90.5% 6,814 $303K
Tred Avon Family Wealth, LLC 0.09% Add +10.3% 6,814 $303K
Oppenheimer Asset Management Inc. 0.00% Reduce -1.4% 6,789 $302K
Kornitzer Capital Management Inc. 0.01% Reduce -0.8% 6,765 $301K
Caprock Group, LLC 0.01% Reduce -72.9% 6,750 $300K
Comprehensive Financial Management LLC 0.01% No change 6,593 $293K
Praxis Investment Management Inc. 0.02% New 6,501 $289K
Shelton Capital Management 0.01% Reduce -3.8% 6,484 $288K
Freestone Capital Holdings, LLC 0.01% Reduce -12.1% 6,414 $285K
Uhlmann Price Securities, LLC 0.01% Add +16.8% 6,375 $283K
Fox Run Management, L.L.C. 0.05% New 6,362 $283K
Headlands Technologies LLC 0.03% Reduce -79.8% 6,313 $280K
Founders Grove Wealth Partners, LLC 0.06% New 6,231 $277K
EverSource Wealth Advisors, LLC 0.01% Add +46.5% 6,180 $275K
LMR Partners LLP 0.00% Reduce -69.6% 6,110 $271K
Fifth Third Wealth Advisors LLC 0.01% Reduce -2.0% 6,059 $269K
Capstone Wealth Management, LLC 0.12% New 6,046 $269K
CIBC Asset Management Inc 0.00% Reduce -6.6% 6,012 $267K
Baader Bank Aktiengesellschaft 0.02% Reduce -8.1% 6,000 $267K
STRS Ohio 0.00% Add +24.4% 5,908 $262K
North Dakota State Investment Board 0.01% Reduce -14.5% 5,907 $262K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +202.9% 5,898 $262K
Mission Wealth Management, LP 0.00% New 5,785 $257K
Curi Capital, LLC 0.00% Reduce -47.8% 5,692 $253K
Parcion Private Wealth LLC 0.01% New 5,655 $251K
ClearAlpha Technologies LP 0.42% New 5,560 $247K
Sterling Capital Management LLC 0.00% Add +105.1% 5,540 $246K
Apollon Wealth Management, LLC 0.00% New 5,529 $246K
R Squared Ltd 0.13% Reduce -1.3% 5,525 $245K
Hedges Asset Management LLC 0.16% — 5,500 $244K
Brand Asset Management Group, Inc. 0.05% New 5,420 $241K
Arkadios Wealth Advisors 0.00% Reduce -20.4% 5,317 $236K
Legacy Advisors, LLC 0.02% New 5,283 $235K
Rwa Wealth Partners, LLC 0.00% Reduce -36.9% 5,247 $233K
Meeder Advisory Services, Inc. 0.01% Reduce -16.6% 5,212 $232K
Kentucky Retirement Systems Insurance Trust Fund 0.01% Reduce -1.5% 5,204 $231K
Gilbert & Cook, Inc. 0.03% Reduce -1.1% 5,189 $230K
Garden State Investment Advisory Services LLC 0.05% New 5,177 $230K
Optas, LLC 0.03% Reduce -37.5% 5,148 $229K
Composition Wealth, LLC 0.00% Add +0.4% 5,096 $226K
Concorde Asset Management, LLC 0.13% Add +3.0% 5,064 $225K
Claret Asset Management Corp 0.02% New 5,010 $223K
Wahed Invest LLC 0.02% Reduce -0.1% 5,016 $223K
Obermeyer Wealth Partners 0.01% No change 5,000 $222K
Riversedge Advisors, LLC 0.03% New 4,957 $220K
Garde Capital, Inc. 0.01% No change 4,839 $215K
Mangrove Partners Im, LLC 0.01% New 4,816 $214K
Mainsail Asset Management, LLC 0.08% New 4,048 $213K
Pinnacle Associates Ltd. 0.00% Reduce -12.3% 4,782 $212K
Montag A & Associates Inc. 0.01% Add +4.4% 4,775 $212K
Vident Advisory, LLC 0.00% Reduce -58.7% 4,742 $211K
NewEdge Wealth, LLC 0.00% Reduce -60.7% 4,737 $210K
Truvestments Capital LLC 0.03% Reduce -8.2% 4,689 $208K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 4,655 $207K
Park Avenue Securities LLC 0.00% New 4,646 $206K
SummitTX Capital, L.P. 0.01% Reduce -81.4% 4,630 $206K
Intellectus Partners, LLC 0.04% Reduce -5.5% 4,618 $205K
Cambria Investment Management, L.P. 0.01% No change 4,580 $203K
PFG Investments, LLC 0.01% Add +7.0% 4,562 $203K
Signaturefd, LLC 0.00% Reduce -19.0% 4,552 $202K
Chilton Investment Co. Inc. 0.00% No change 4,540 $202K
Pzena Investment Management LLC 0.00% No change 4,510 $200K
Parallax Volatility Advisers, L.P. 0.01% New 4,507 $200K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.8% 4,404 $196K
Pingora Partners LLC 0.11% Reduce -4.7% 4,100 $182K
GAMMA Investing LLC 0.01% Reduce -28.4% 3,957 $176K
Silver Oak Securities, Incorporated 0.01% New 3,941 $175K
IFP Advisors, Inc 0.00% Add +38.9% 3,923 $174K
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.00% No change 3,614 $161K
Bayforest Capital Ltd 0.15% Add +189.7% 3,592 $160K
Exchange Traded Concepts, LLC 0.00% Add +18.3% 3,569 $159K
Strategic Investment Advisors / MI 0.01% Add +21.1% 3,458 $154K
PEAK6 LLC 0.00% Reduce -94.2% 3,302 $147K
Parallel Advisors, LLC 0.00% Reduce -28.0% 3,289 $146K
Eurizon Capital SGR S.p.A. 0.00% Reduce -72.5% 3,104 $139K
Kemnay Advisory Services Inc. 0.02% Add +543.5% 3,089 $137K
Twin Lakes Capital Management, LLC 0.05% No change 3,072 $136K
Essential Partners LLC 0.06% Reduce -52.7% 3,051 $136K
Nisa Investment Advisors, LLC 0.00% Add +63.2% 2,815 $125K
Rossby Financial, LCC 0.02% Add +10.4% 2,568 $114K
PeakShares LLC 0.08% No change 2,500 $111K
Summit Securities Group LLC 0.02% New 2,308 $103K
UMB Bank, n.a. 0.00% Reduce -1.1% 2,304 $102K
LSV Asset Management 0.00% No change 2,300 $102K
Corient IA LP 0.09% No change 2,230 $99K
Reyes Financial Architecture, Inc. 0.04% Add +59.3% 1,749 $78K
Employees Retirement System of Texas 0.00% No change 1,657 $74K
CX Institutional 0.00% Add +231.4% 1,637 $73K
BOK Financial Private Wealth, Inc. 0.00% No change 1,615 $72K
Geneos Wealth Management Inc. 0.00% No change 1,615 $72K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -9.7% 1,550 $69K
Harbour Investments, Inc. 0.00% Reduce -50.7% 1,513 $67K
Covestor Ltd 0.04% Add +34.3% 1,484 $66K
SJS Investment Consulting Inc. 0.01% Reduce -8.8% 1,471 $65K
Cohen & Steers, Inc. 0.00% No change 1,400 $62K
Compass Financial Management LLC 0.01% — 1,325 $61K
True Wealth Design, LLC 0.01% Add +44.5% 1,357 $60K
Global Retirement Partners, LLC 0.00% — 1,348 $60K
Clearstead Advisors, LLC 0.00% Add +130.8% 1,297 $58K
Aquatic Capital Management LLC 0.00% Reduce -99.3% 1,208 $54K
Financial Perspectives, Inc 0.01% No change 1,178 $52K
Bessemer Group Inc. 0.00% Add +25.8% 1,092 $49K
Rakuten Securities, Inc. 0.01% Add +1.7% 1,103 $49K
North Star Investment Management Corp. 0.00% Add +163.1% 1,097 $49K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -16.7% 1,090 $48K
Virtus Advisers, LLC 0.02% Reduce -93.2% 1,067 $47K
CoreCap Advisors, LLC 0.00% Reduce -0.1% 983 $44K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -23.4% 824 $39K
Itau Unibanco Holding S.A. 0.00% Reduce -12.8% 861 $38K
TD Waterhouse Canada Inc. 0.00% Add +9.5% 807 $37K
Washington Trust Advisors, Inc. 0.00% Reduce -84.8% 820 $36K
Blue Trust, Inc. 0.00% Reduce -5.5% 808 $36K
Smartleaf Asset Management LLC 0.00% No change 744 $34K
WealthCollab, LLC 0.01% Reduce -17.2% 708 $31K
Whittier Trust Co. 0.00% Reduce -13.1% 661 $31K
City State Bank 0.01% No change 630 $28K
Salomon & Ludwin, LLC 0.00% No change 538 $25K
Huntington National Bank 0.00% Add +15.5% 543 $24K
Institute for Wealth Management, LLC. 0.00% Reduce -92.1% 526 $23K
Elevation Wealth Partners, LLC 0.01% Add +69.0% 512 $23K
Caz Investments LP 0.01% No change 500 $22K
Performa Ltd (US), LLC 0.00% Add +17.6% 500 $22K
WPG Advisers, LLC 0.01% No change 475 $21K
Silvant Capital Management LLC 0.00% No change 474 $21K
West Paces Advisors Inc. 0.00% New 450 $20K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 450 $20K
Activest Wealth Management 0.00% Add +101.4% 423 $19K
Y.D. More Investments Ltd 0.00% New 405 $18K
Basecamp Wealth Advisors LLC 0.00% Reduce -8.2% 381 $17K
Central Pacific Bank - Trust Division 0.00% No change 369 $16K
Cullen/Frost Bankers, Inc. 0.00% Add +1.7% 364 $16K
Bank & Trust Co 0.01% Reduce -6.8% 357 $16K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -56.4% 340 $15K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 340 $15K
SWAN Capital LLC 0.00% No change 315 $14K
Vega Investment Solutions 0.00% No change 288 $13K
Parkside Financial Bank & Trust 0.00% Reduce -34.3% 259 $12K
Wealth Enhancement Trust Services, Inc. 0.00% New 258 $11K
Continuum Advisory, LLC 0.00% New 252 $11K
Estabrook Capital Management 0.00% No change 250 $11K
Trust Co 0.00% New 250 $11K
Highline Wealth Partners LLC 0.00% Add +261.8% 246 $11K
Bogart Wealth, LLC 0.00% Add +177.3% 244 $11K
Adirondack Trust Co. 0.00% No change 235 $10K
Zions Bancorporation, National Association 0.00% Add +4.0% 233 $10K
EMC Capital Management 0.00% — 200 $10K
McGuire Capital Advisors Inc. 0.00% No change 200 $9K
Strategic Investment Solutions, Inc. 0.00% No change 200 $9K
Armstrong Advisory Group, Inc. 0.00% New 200 $9K
HM Payson & Co. 0.00% No change 200 $9K
Evolution Wealth Management Inc. 0.00% Reduce -17.3% 187 $8K
Farmers & Merchants Investments Inc. 0.00% No change 177 $8K
Owl Creek Wealth Partners LLC 0.00% Reduce -38.2% 170 $8K
Fortitude Family Office, LLC 0.00% Add +307.5% 163 $7K
Godfrey Financial Associates, Inc. 0.01% No change 160 $7K
Sachetta, LLC 0.00% Add +50.0% 153 $7K
Main Street Group, LTD 0.00% Reduce -14.3% 150 $7K
Bell Investment Advisors, Inc 0.00% Reduce -19.4% 150 $7K
NFSG Corp 0.00% New 131 $6K
Financial Management Professionals, Inc. 0.00% No change 129 $6K
MPWM Advisory Solutions, LLC 0.00% Reduce -35.9% 125 $6K
Marquette Asset Management, LLC 0.00% Reduce -49.0% 125 $6K
Pacifica Partners Inc. 0.00% No change 120 $5K
Private Wealth Management Group, LLC 0.00% Add +55.1% 121 $5K
Transamerica Financial Advisors, LLC 0.00% Add +20.0% 114 $5K
Private Trust Co. NA 0.00% Reduce -75.1% 113 $5K
Keating Financial Advisory Services, Inc. 0.00% Reduce -12.6% 111 $5K
CVA Family Office, LLC 0.00% Reduce -65.4% 110 $5K
PFS Partners, LLC 0.00% No change 105 $5K
Cape Investment Advisory, Inc. 0.00% New 105 $5K
Graney & King, LLC 0.00% No change 100 $4K
Colonial Trust Co / SC 0.00% Add +54.7% 99 $4K
Strive Financial Group ,LLC 0.00% No change 95 $4K
Westpac Banking Corp. 0.00% New 91 $4K
Hollencrest Capital Management 0.00% No change 90 $4K
Clearstead Trust, LLC 0.00% Reduce -51.4% 87 $4K
Cornerstone Planning Group LLC 0.00% Reduce -13.0% 80 $4K
Spire Wealth Management 0.00% Reduce -8.7% 84 $4K
First Horizon Corp. 0.00% Add +1266.7% 82 $4K
Silver Grove Financial Group, Inc. 0.00% New 81 $4K
Fourth Dimension Wealth, LLC 0.00% No change 78 $3K
Tidemark, LLC 0.00% No change 75 $3K
Atlatl Advisers LLC 0.00% New 75 $3K
Tradewinds Capital Management, LLC 0.00% Reduce -66.7% 75 $3K
Creative Financial Designs Inc. 0.00% Reduce -57.5% 74 $3K
Hurley Capital, LLC 0.00% No change 73 $3K
Kilter Group LLC 0.00% Add +166.7% 72 $3K
Medallion Wealth Advisors, LLC 0.00% No change 71 $3K
JPL Wealth Management, LLC 0.00% Add +57.8% 71 $3K
Fulcrum Asset Management LLP 0.00% New 67 $3K
Cromwell Holdings LLC 0.00% New 66 $3K
IMA Advisory Services, Inc. 0.00% Reduce -99.5% 66 $3K
Valley National Advisers Inc. 0.00% Reduce -27.6% 63 $3K
Physician Wealth Advisors, Inc. 0.00% Reduce -61.3% 62 $3K
Golden State Wealth Management, LLC 0.00% Reduce -3.1% 62 $3K
Addison Advisors LLC 0.00% Reduce -67.0% 61 $3K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -95.6% 60 $3K
Manchester Capital Management LLC 0.00% Add +16.0% 58 $3K
Retirement Wealth Solutions LLC 0.00% Add +44.7% 55 $2K
Planning Strategies Inc. 0.00% — 52 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 50 $2K
Asset Planning,Inc 0.00% No change 50 $2K
First Bancorp, Inc 0.00% New 50 $2K
Westside Investment Management, Inc. 0.00% New 50 $2K
Bfsg, LLC 0.00% No change 50 $2K
Quarry LP 0.00% New 48 $2K
Manning & Napier Advisors LLC 0.00% New 47 $2K
Avion Wealth 0.00% Reduce -23.5% 62 $2K
Tsfg, LLC 0.00% No change 37 $2K
Principia Wealth Advisory, LLC 0.00% Add +136.8% 45 $2K
GHP Investment Advisors, Inc. 0.00% No change 44 $2K
Dunhill Financial, LLC 0.00% Reduce -8.9% 41 $2K
TD Private Client Wealth LLC 0.00% Add +245.4% 38 $2K
Webster Bank, N. A. 0.00% No change 36 $2K
Bare Financial Services, Inc 0.00% Add +50.0% 33 $1K
AdvisorNet Financial, Inc 0.00% No change 33 $1K
Cornerstone Financial Management LLC 0.00% Reduce -43.9% 32 $1K
Ameriflex Group, Inc. 0.00% No change 32 $1K
SHP Wealth Management 0.00% Reduce -20.0% 32 $1K
Park Place Capital Corp 0.00% Add +14.8% 31 $1K
Osbon Capital Management LLC 0.00% No change 26 $1K
American Capital Advisory, LLC 0.00% Add +30.0% 26 $1K
Richardson Financial Services Inc. 0.00% No change 25 $1K
Brown, Lisle/Cummings, Inc. 0.00% Add +127.3% 25 $1K
Rialto Wealth Management, LLC 0.00% No change 23 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -33.3% 16 $1K
CNB Bank 0.00% No change 21 $933
Raffa Wealth Management, LLC 0.00% No change 21 $933
Quaker Wealth Management, LLC 0.00% Add +122.2% 20 $889
PayPay Securities Corp 0.02% No change 20 $888
Mather Group, Llc. 0.00% No change 20 $885
Holos Integrated Wealth LLC 0.00% No change 18 $850
Salem Investment Counselors Inc. 0.00% No change 18 $800
MV Capital Management, Inc. 0.00% Reduce -76.7% 17 $756
Lanark Financial, Inc. 0.00% Reduce -48.4% 16 $710
Signature Equity Partners, LLC 0.00% Add +66.7% 15 $666
Vision Retirement, LLC 0.00% No change 15 $666
N.E.W. Advisory Services LLC 0.00% No change 15 $666
Valued Wealth Advisors LLC 0.00% No change 13 $578
TFC Financial Management, Inc. 0.00% New 13 $578
Torren Management, LLC 0.00% No change 13 $577
USA Financial Formulas 0.00% — 11 $489
Investors Portfolio Services LLC 0.00% No change 10 $444
Mb, Levis & Associates, LLC 0.00% No change 10 $444
Hughes Financial Services, LLC 0.00% Add +42.9% 10 $444
Halbert Hargrove Global Advisors, LLC 0.00% New 10 $442
Solstein Capital, LLC 0.00% No change 9 $400
Fiduciary Financial Advisors 0.00% New 9 $399
Glass Jacobson Investment Advisors llc 0.00% No change 8 $356
Creative Capital Management Investments LLC 0.00% New 8 $355
Key Financial Inc 0.00% No change 7 $311
Sittner & Nelson, LLC 0.00% No change 7 $311
Bear Mountain Capital, Inc. 0.00% No change 5 $247
Prestige Wealth Management Group LLC 0.00% Add +150.0% 5 $223
Motco 0.00% New 5 $222
Caitlin John, LLC 0.00% No change 4 $178
SouthState Bank Corp 0.00% Reduce -89.2% 4 $178
Cassaday & Co Wealth Management LLC 0.00% No change 3 $134
HFM Investment Advisors, LLC 0.00% New 3 $134
LRI Investments, LLC 0.00% Reduce -98.7% 3 $133
Evelyn Partners Group Ltd 0.00% — 3 $133
Cordant, Inc. 0.00% New 3 $118
3 Factor Indexing, LLC 0.00% No change 2 $89
Bay Harbor Wealth Management, LLC 0.00% No change 2 $89
DiNuzzo Private Wealth, Inc. 0.00% Reduce -33.3% 2 $89
DecisionPoint Financial, LLC 0.00% Reduce -80.0% 1 $47
JFS Wealth Advisors, LLC 0.00% Reduce -75.0% 1 $45
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $45
Maryland Capital Advisors Inc. 0.00% — 1 $45
NBT Bank, N.A. 0.00% No change 1 $44
Grove Bank & Trust 0.00% No change 1 $44
Ascentis Wealth Management, LLC 0.00% Reduce -90.9% 1 $44
Evolution Advisers, Inc. 0.00% New 2 $0
Navigoe, LLC 0.00% New 1 $0

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