Guidewire SoftwareGWRE
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 556 institutions reported holding Guidewire Software Inc. (GWRE) in their 13F filings, up 55 from Q3 2024. 94 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($1.1B) and Baron Capital (BAMCO) ($997.2M). 8 famous investors held it, including Ron Baron (2.6% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Guidewire Software Inc.
- CUSIP
- 40171V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $226.9M |
| Exits | 53 | $338.2M |
All 13F filers, Q3 2024 → Q4 2024: 9,599,363 shares bought and 9,313,396 shares sold, net +285,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 556 holders
| Vanguard Group Inc. | 0.02% | Add +1.1% | 8,455,534 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +10.2% | 6,480,533 | $1.1B |
| Baron Capital (BAMCO) | 2.58% | Reduce -1.6% | 5,915,183 | $997.2M |
| Massachusetts Financial Services Co. | 0.24% | Add +29.5% | 4,436,873 | $748.0M |
| Stockbridge Partners LLC | 9.58% | Add +8.3% | 2,678,857 | $451.6M |
| Linonia Partnership LP | 21.25% | No change | 2,395,601 | $403.9M |
| Darsana Capital Partners LP | 11.80% | No change | 2,300,000 | $387.7M |
| Route One Investment Company, L.P. | 15.10% | Reduce -21.4% | 2,251,430 | $379.5M |
| Wellington Management Group LLP | 0.05% | Add +9.5% | 1,647,776 | $277.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -27.9% | 1,490,441 | $251.3M |
| State Street Corp. | 0.01% | Add +2.0% | 1,429,545 | $241.0M |
| Artisan Partners Limited Partnership | 0.37% | Add +26.1% | 1,407,778 | $237.3M |
| Wasatch Advisors LP | 1.15% | Reduce -29.5% | 1,377,008 | $232.1M |
| Geode Capital Management, LLC | 0.02% | Add +0.9% | 1,342,771 | $226.7M |
| Blair William & Co. | 0.60% | Reduce -2.8% | 1,213,515 | $204.6M |
| American Century Companies Inc. | 0.10% | Add +0.5% | 1,039,760 | $175.3M |
| Brown Capital Management LLC | 4.04% | Reduce -20.8% | 1,034,105 | $174.3M |
| DF Dent & Co. Inc. | 2.12% | Reduce -18.8% | 993,133 | $167.4M |
| RGM Capital, LLC | 6.60% | Reduce -10.5% | 948,283 | $159.9M |
| Arrowstreet Capital, Limited Partnership | 0.13% | Add +79.4% | 946,158 | $159.5M |
| AQR Capital Management | 0.20% | Add +31.9% | 938,941 | $157.1M |
| Riverbridge Partners LLC | 2.08% | Reduce -5.9% | 906,245 | $152.8M |
| Morgan Stanley | 0.01% | Reduce -7.4% | 871,413 | $146.9M |
| Jacobs Levy Equity Management, Inc. | 0.51% | Add +12.9% | 863,090 | $145.5M |
| Invesco Ltd. | 0.03% | Reduce -59.0% | 837,680 | $141.2M |
| SurgoCap Partners LP | 7.92% | Add +18.0% | 810,942 | $136.7M |
| Brown Brothers Harriman & Co. | 0.95% | Reduce -5.5% | 803,213 | $135.4M |
| Lord, Abbett & Co. LLC | 0.45% | Reduce -0.3% | 799,951 | $134.9M |
| Stephens Investment Management Group LLC | 1.69% | Reduce -12.0% | 746,410 | $125.8M |
| Citadel Advisors | 0.11% | Add +87.5% | 713,318 | $120.3M |
| Franklin Resources Inc. | 0.03% | Add +560.0% | 639,352 | $107.8M |
| William Blair Investment Management, LLC | 0.26% | Reduce -44.0% | 627,361 | $105.8M |
| Janus Henderson Group PLC | 0.05% | Add +242.2% | 555,892 | $93.7M |
| Northern Trust Corp. | 0.01% | Add +15.7% | 539,056 | $90.9M |
| Bank of America Corp. | 0.01% | Add +12.7% | 536,135 | $90.4M |
| JARISLOWSKY, FRASER Ltd | 0.52% | Reduce -16.4% | 534,615 | $88.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.8% | 522,586 | $88.1M |
| UBS Group AG | 0.02% | Add +419.7% | 515,356 | $86.9M |
| Parnassus Investments, LLC | 0.19% | Reduce -54.5% | 499,611 | $84.2M |
| New York State Common Retirement Fund | 0.11% | Reduce -7.0% | 495,941 | $83.6M |
| Brown Advisory Inc. | 0.09% | Reduce -19.2% | 441,537 | $74.4M |
| Frontier Capital Management Co. LLC | 0.69% | Reduce -15.3% | 428,711 | $72.3M |
| American Capital Management Inc. | 2.59% | Reduce -4.4% | 412,418 | $69.5M |
| Capital International Investors | 0.01% | Add +70.9% | 409,657 | $69.1M |
| Federated Hermes, Inc. | 0.15% | Add +97.2% | 395,387 | $66.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.2% | 390,685 | $65.9M |
| California Public Employees Retirement System | 0.04% | Add +2.0% | 386,246 | $65.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.6% | 369,921 | $62.4M |
| Balyasny Asset Management L.P. | 0.15% | Add +885.6% | 367,445 | $61.9M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -44.4% | 366,397 | $61.8M |
| Millennium Management | 0.06% | Add +11.2% | 365,191 | $61.6M |
| Sei Investments Co. | 0.08% | Add +1.2% | 362,183 | $61.1M |
| Rathbones Group PLC | 0.28% | New | 344,749 | $58.1M |
| Fred Alger Management, LLC | 0.28% | Reduce -30.1% | 343,282 | $57.9M |
| Hudson Way Capital Management LLC | 6.19% | Add +54.2% | 325,054 | $54.8M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -43.7% | 323,846 | $54.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.7% | 298,194 | $50.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +13.2% | 277,653 | $46.8M |
| Susquehanna International Group, LLP | 0.07% | Add +20077.7% | 271,390 | $45.8M |
| Clearbridge Investments, LLC | 0.04% | Add +0.0% | 265,787 | $44.8M |
| Renaissance Technologies | 0.07% | Add +1951.9% | 264,700 | $44.6M |
| Ranger Investment Management, L.P. | 2.79% | Reduce -1.9% | 261,992 | $44.2M |
| BRX Global LP | 28.94% | No change | 242,862 | $40.9M |
| Nuveen Asset Management, LLC | 0.01% | Add +11.6% | 240,467 | $40.5M |
| Conestoga Capital Advisors, LLC | 0.53% | Add +1.6% | 238,790 | $40.3M |
| Raymond James Financial Inc. | 0.01% | — | 236,554 | $39.9M |
| Kodai Capital Management LP | 1.56% | Add +2.2% | 225,999 | $38.1M |
| Deutsche Bank AG | 0.01% | Reduce -1.4% | 222,721 | $37.5M |
| Royal Bank of Canada | 0.01% | Reduce -5.7% | 218,804 | $36.9M |
| Assenagon Asset Management S.A. | 0.06% | Add +42.0% | 213,527 | $36.0M |
| Qube Research & Technologies Ltd | 0.06% | Add +147.1% | 212,252 | $35.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.6% | 209,585 | $35.3M |
| Russell Investments Group, Ltd. | 0.05% | Add +13.5% | 194,751 | $32.8M |
| Bessemer Group Inc. | 0.05% | Add +18.9% | 193,573 | $32.6M |
| Point72 Asset Management | 0.09% | Add +27.9% | 185,304 | $31.2M |
| Greenstone Partners & Co., LLC | 7.19% | No change | 181,689 | $30.6M |
| Anabranch Capital Management, LP | 17.44% | No change | 172,898 | $29.1M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 170,726 | $28.8M |
| Edmond DE Rothschild Holding S.A. | 0.47% | Reduce -49.7% | 164,410 | $27.7M |
| Teca Partners, LP | 17.65% | Add +21.9% | 164,296 | $27.7M |
| Gavilan Investment Partners LLC | 7.55% | No change | 161,500 | $27.2M |
| First Trust Advisors LP | 0.02% | Reduce -8.3% | 158,753 | $26.8M |
| Swiss National Bank | 0.02% | Add +1.1% | 155,100 | $26.1M |
| Great Lakes Advisors, LLC | 0.22% | Reduce -3.5% | 149,356 | $25.2M |
| Barclays PLC | 0.01% | Add +53.0% | 146,475 | $24.7M |
| Legal & General Group Plc | 0.01% | Add +17.8% | 144,478 | $24.4M |
| Nomura Holdings Inc. | 0.12% | New | 137,820 | $23.2M |
| Loomis Sayles & Co. L P | 0.03% | Add +17.3% | 136,990 | $23.1M |
| Sculptor Capital LP | 0.54% | New | 134,500 | $22.7M |
| Robeco Institutional Asset Management B.V. | 0.04% | Add +192.1% | 134,266 | $22.6M |
| Jain Global LLC | 0.68% | — | 133,787 | $22.6M |
| Bank of Montreal | 0.01% | Add +183.7% | 129,648 | $21.9M |
| Acadian Asset Management LLC | 0.06% | Reduce -32.6% | 126,210 | $21.3M |
| Segall Bryant & Hamill, LLC | 0.28% | Reduce -4.1% | 120,999 | $20.4M |
| Jane Street Group, LLC | 0.03% | Add +208.3% | 114,897 | $19.4M |
| Capital Fund Management S.A. | 0.19% | Add +160.0% | 113,624 | $19.2M |
| Wells Fargo & Company | 0.00% | Add +35.5% | 112,774 | $19.0M |
| Driehaus Capital Management LLC | 0.15% | Reduce -7.8% | 110,333 | $18.6M |
| Osterweis Capital Management Inc. | 1.10% | Add +10.7% | 106,747 | $18.0M |
| Two Sigma Advisers, LP | 0.04% | Add +1829.6% | 104,200 | $17.6M |
| D. E. Shaw & Co. | 0.02% | Reduce -61.5% | 102,573 | $17.3M |
| Macquarie Group Ltd. | 0.02% | Reduce -0.3% | 92,445 | $15.6M |
| Rhumbline Advisers | 0.01% | Reduce -0.9% | 91,820 | $15.5M |
| Quest Investment Management LLC | 1.66% | Add +755.6% | 84,600 | $14.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.4% | 82,095 | $13.8M |
| Asset Management One Co., Ltd. | 0.05% | Add +7.0% | 79,218 | $13.5M |
| Makena Capital Management LLC | 2.18% | Reduce -11.2% | 79,855 | $13.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.4% | 76,554 | $12.9M |
| Westwind Capital | 2.82% | Add +1.7% | 76,551 | $12.9M |
| Panagora Asset Management Inc. | 0.06% | Add +1873.2% | 76,363 | $12.9M |
| Laurus Global Equity Management Inc. | 6.60% | No change | 76,041 | $12.8M |
| Kornitzer Capital Management Inc. | 0.25% | Reduce -1.0% | 75,974 | $12.8M |
| California State Teachers Retirement System | 0.01% | Reduce -0.7% | 74,023 | $12.5M |
| Oppenheimer Asset Management Inc. | 0.15% | Reduce -7.8% | 73,999 | $12.5M |
| Sixth Street Partners Management Company, L.P. | 1.59% | Reduce -8.8% | 73,000 | $12.3M |
| State of Wisconsin Investment Board | 0.03% | Add +64.5% | 72,888 | $12.3M |
| Mackenzie Financial Corp. | 0.02% | New | 70,155 | $11.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +2.1% | 68,471 | $11.5M |
| Oakcliff Capital Partners, LP | 5.66% | Reduce -47.2% | 65,683 | $11.1M |
| BNP Paribas Financial Markets | 0.01% | Add +795.4% | 63,665 | $10.7M |
| Freestone Grove Partners LP | 0.13% | — | 61,287 | $10.3M |
| Mariner, LLC | 0.02% | Reduce -10.4% | 60,780 | $10.2M |
| Shannon River Fund Management LLC | 1.77% | Reduce -62.6% | 59,532 | $10.0M |
| Whittier Trust Co. | 0.13% | Add +3.7% | 59,382 | $10.0M |
| Natixis Advisors, LLC | 0.02% | Add +13.3% | 59,351 | $10.0M |
| FMR LLC | 0.00% | Add +3.6% | 59,013 | $9.9M |
| Jefferies Financial Group Inc. | 0.11% | Add +426.4% | 58,369 | $9.8M |
| M&G PLC | 0.06% | New | 56,059 | $9.5M |
| Motley Fool Wealth Management, LLC | 0.49% | Reduce -3.2% | 56,015 | $9.5M |
| HRT Financial LP | 0.05% | Add +47.3% | 55,192 | $9.3M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +41.1% | 54,988 | $9.3M |
| Norges Bank | 0.00% | Add +13.3% | 54,023 | $9.1M |
| LPL Financial LLC | 0.00% | Add +34.9% | 50,704 | $8.5M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | No change | 49,900 | $8.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +1268.1% | 49,621 | $8.4M |
| Citigroup Inc. | 0.01% | Add +10.1% | 46,815 | $7.9M |
| Ensign Peak Advisors, Inc | 0.01% | Add +43.2% | 46,565 | $7.8M |
| Next Century Growth Investors LLC | 0.58% | Reduce -29.6% | 45,944 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Add +117.9% | 45,863 | $7.7M |
| Man Group plc | 0.02% | Add +517.3% | 45,722 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.0% | 44,185 | $7.4M |
| Stifel Financial Corp. | 0.01% | Add +15.4% | 43,533 | $7.3M |
| Westerly Capital Management, LLC | 3.39% | New | 43,504 | $7.3M |
| Essex Investment Management Co. LLC | 1.32% | Reduce -3.9% | 43,487 | $7.3M |
| Ieq Capital, LLC | 0.07% | Add +461.2% | 42,590 | $7.2M |
| Exchange Capital Management, Inc. | 1.14% | Reduce -16.5% | 42,444 | $7.2M |
| Advisors Capital Management, LLC | 0.11% | Add +5.2% | 41,654 | $7.0M |
| Public Employees Retirement System of Ohio | 0.02% | Add +25.1% | 40,121 | $6.8M |
| Saraza Management, LP | 1.88% | New | 40,000 | $6.7M |
| Empowered Funds, LLC | 0.10% | New | 39,478 | $6.7M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -10.4% | 39,136 | $6.6M |
| Aristeia Capital, L.L.C. | 0.43% | New | 37,800 | $6.4M |
| Teacher Retirement System of Texas | 0.02% | Add +53.5% | 37,801 | $6.4M |
| Greenwich Wealth Management LLC | 0.44% | Add +0.1% | 37,200 | $6.3M |
| Zacks Investment Management | 0.06% | Add +0.8% | 37,115 | $6.3M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 36,974 | $6.2M |
| Navellier & Associates Inc. | 0.74% | Add +38.3% | 36,423 | $6.1M |
| Bullseye Asset Management LLC | 2.82% | Reduce -1.2% | 35,532 | $6.0M |
| Lyell Wealth Management, LP | 0.53% | Reduce -22.1% | 35,190 | $5.9M |
| Motley Fool Asset Management LLC | 0.31% | Add +9.4% | 35,025 | $5.9M |
| Buckhead Capital Management LLC | 1.85% | Reduce -16.9% | 34,367 | $5.8M |
| CI Investments Inc. | 0.02% | Reduce -14.7% | 34,364 | $5.8M |
| Picton Mahoney Asset Management | 0.21% | Reduce -2.6% | 32,712 | $5.5M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Add +4.2% | 29,679 | $5.0M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | — | 29,507 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | Add +11.3% | 29,135 | $4.9M |
| SG Americas Securities, LLC | 0.02% | Add +700.0% | 29,000 | $4.9M |
| Intech Investment Management LLC | 0.05% | New | 28,225 | $4.8M |
| Dark Forest Capital Management LP | 0.70% | New | 28,197 | $4.8M |
| FIL Ltd | 0.00% | Add +27.3% | 28,000 | $4.7M |
| Voya Investment Management LLC | 0.01% | Reduce -80.8% | 27,598 | $4.7M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +2.6% | 27,566 | $4.6M |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 26,700 | $4.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -57.3% | 24,948 | $4.2M |
| Comerica Bank | 0.02% | Reduce -3.1% | 23,517 | $4.0M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -38.4% | 23,366 | $3.9M |
| Sava Infond d.o.o. | 0.69% | — | 23,300 | $3.9M |
| Thompson Siegel & Walmsley LLC | 0.06% | New | 23,000 | $3.9M |
| Arizona State Retirement System | 0.02% | Add +1.2% | 22,890 | $3.9M |
| HSBC Holdings PLC | 0.00% | Add +52.9% | 22,941 | $3.9M |
| Commerce Bank | 0.02% | Add +225.9% | 22,845 | $3.9M |
| Cerity Partners LLC | 0.01% | Add +3.2% | 22,506 | $3.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +985.4% | 22,598 | $3.8M |
| Verition Fund Management LLC | 0.02% | Add +4.4% | 22,303 | $3.8M |
| Natixis | 0.02% | New | 21,660 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +1.0% | 21,518 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +1.0% | 21,518 | $3.6M |
| Y-Intercept (Hong Kong) Ltd | 0.24% | New | 21,462 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +22.3% | 21,292 | $3.6M |
| KBC Group NV | 0.01% | Add +916.0% | 21,203 | $3.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.5% | 21,201 | $3.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +13.3% | 21,023 | $3.5M |
| Alberta Investment Management Corp | 0.02% | Reduce -38.5% | 20,907 | $3.5M |
| Crescent Park Management, L.P. | 1.44% | Reduce -16.1% | 20,769 | $3.5M |
| Point72 Hong Kong Ltd | 0.22% | Add +11292.2% | 20,506 | $3.5M |
| KLP Kapitalforvaltning As | 0.02% | — | 20,500 | $3.5M |
| Caisse de depot et placement du Quebec | 0.01% | New | 20,500 | $3.5M |
| Alaska Permanent Fund Corp | 0.05% | No change | 20,428 | $3.4M |
| Handelsbanken Fonder AB | 0.01% | Add +22.9% | 20,395 | $3.4M |
| GDS Wealth Management | 0.29% | Add +618.5% | 18,752 | $3.2M |
| Amundi | 0.00% | Add +32.1% | 18,299 | $3.1M |
| Tairen Capital Ltd | 0.46% | New | 18,400 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -24.4% | 18,332 | $3.1M |
| Cwm, LLC | 0.01% | Add +19.4% | 17,923 | $3.0M |
| Union Bancaire Privee, UBP SA | 0.05% | — | 18,070 | $3.0M |
| US Bancorp \de | 0.00% | Add +3.1% | 17,375 | $2.9M |
| Independent Advisor Alliance | 0.04% | New | 16,526 | $2.8M |
| Graham Capital Management, L.P. | 0.13% | Add +37.5% | 16,144 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +68.9% | 14,143 | $2.7M |
| Lisanti Capital Growth, LLC | 0.64% | Reduce -58.3% | 15,750 | $2.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -8.1% | 15,718 | $2.6M |
| Creative Planning | 0.00% | Add +1.6% | 15,577 | $2.6M |
| Walleye Trading LLC | 0.05% | Add +334.7% | 15,307 | $2.6M |
| Engineers Gate Manager LP | 0.04% | Add +155.6% | 15,151 | $2.6M |
| Savant Capital, LLC | 0.02% | Add +1.5% | 15,004 | $2.5M |
| Campbell & CO Investment Adviser LLC | 0.19% | New | 14,924 | $2.5M |
| Candriam S.C.A. | 0.01% | Reduce -82.6% | 14,708 | $2.5M |
| Wolverine Trading, LLC | 0.06% | Add +173.3% | 14,482 | $2.4M |
| Ofi Invest Asset Management | 0.06% | — | 15,000 | $2.4M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -29.7% | 14,449 | $2.4M |
| Two Sigma Investments, LP | 0.01% | New | 14,343 | $2.4M |
| Tidal Investments LLC | 0.02% | Add +306.7% | 14,125 | $2.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -11.4% | 13,794 | $2.3M |
| TD Asset Management Inc | 0.00% | Add +67.6% | 13,672 | $2.3M |
| Moore Capital Management, LP | 0.05% | Add +731.6% | 13,671 | $2.3M |
| Utah Retirement Systems | 0.03% | No change | 13,590 | $2.3M |
| Regions Financial Corp. | 0.02% | No change | 13,046 | $2.2M |
| Alps Advisors Inc. | 0.01% | Add +8.9% | 12,873 | $2.2M |
| Agf Management Ltd. | 0.01% | New | 12,806 | $2.2M |
| Donoghue Forlines LLC | 0.71% | New | 12,516 | $2.1M |
| Scotia Capital Inc. | 0.01% | Add +2.0% | 11,978 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -14.1% | 11,384 | $1.9M |
| Eventide Asset Management, LLC | 0.03% | Add +3.6% | 11,050 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.4% | 10,902 | $1.8M |
| Gotham Asset Management | 0.02% | Reduce -26.0% | 10,668 | $1.8M |
| Barbara Oil Co. | 0.73% | No change | 10,500 | $1.8M |
| Canada Pension Plan Investment Board | 0.00% | Add +41.9% | 10,500 | $1.8M |
| Occudo Quantitative Strategies LP | 0.32% | Reduce -68.4% | 10,473 | $1.8M |
| Quantinno Capital Management LP | 0.02% | Add +175.1% | 10,364 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +25.8% | 10,353 | $1.7M |
| Quadrature Capital Ltd | 0.03% | New | 10,309 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.4% | 10,164 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -0.9% | 10,152 | $1.7M |
| Abn Amro Investment Solutions | 0.03% | New | 9,966 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +21.8% | 9,645 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 9,461 | $1.6M |
| Harvest Investment Services, LLC | 0.38% | New | 9,273 | $1.6M |
| Walleye Capital LLC | 0.02% | Add +18.9% | 9,011 | $1.5M |
| Trust Point Inc. | 0.10% | Add +23.4% | 8,976 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +5.0% | 8,756 | $1.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 8,737 | $1.5M |
| HighPoint Advisor Group LLC | 0.08% | New | 6,671 | $1.4M |
| Teza Capital Management LLC | 0.21% | Reduce -38.9% | 8,421 | $1.4M |
| Ethic Inc. | 0.03% | Add +18.0% | 8,419 | $1.4M |
| New York Life Investment Management LLC | 0.01% | Reduce -6.8% | 8,287 | $1.4M |
| Arax Advisory Partners | 0.09% | Reduce -9.0% | 8,045 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -10.9% | 8,039 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -10.4% | 7,909 | $1.3M |
| Xponance LLC | 0.01% | Add +11.7% | 7,759 | $1.3M |
| Prudential PLC | 0.01% | New | 7,653 | $1.3M |
| Yarbrough Capital, LLC | 0.05% | No change | 7,519 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +98.5% | 7,504 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Add +5.3% | 7,362 | $1.2M |
| Catalyst Funds Management Pty Ltd | 0.31% | New | 7,350 | $1.2M |
| Legacy Advisors, LLC | 0.12% | Reduce -9.7% | 7,328 | $1.2M |
| Bridgeway Capital Management, LLC | 0.03% | New | 7,250 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.5% | 7,071 | $1.2M |
| Amica Mutual Insurance Co. | 0.12% | Add +118.8% | 7,064 | $1.2M |
| Aviso Financial Inc. | 0.06% | Reduce -17.6% | 6,960 | $1.2M |
| Parr McKnight Wealth Management Group, LLC | 0.17% | — | 6,950 | $1.2M |
| CenterBook Partners LP | 0.07% | New | 6,948 | $1.2M |
| Point72 (DIFC) Ltd | 0.10% | Reduce -6.4% | 6,902 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +2.0% | 6,898 | $1.2M |
| Fortis Capital Advisors, LLC | 0.39% | Add +21.4% | 7,720 | $1.1M |
| Belpointe Asset Management LLC | 0.07% | Add +21.4% | 7,720 | $1.1M |
| Bank of Nova Scotia | 0.00% | New | 6,810 | $1.1M |
| Marshall Wace, LLP | 0.00% | Reduce -88.9% | 6,705 | $1.1M |
| TD Private Client Wealth LLC | 0.03% | New | 6,673 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -7.2% | 6,456 | $1.1M |
| Danske Bank A/S | 0.00% | Reduce -51.5% | 6,358 | $1.1M |
| Connable Office Inc. | 0.11% | No change | 6,275 | $1.1M |
| Credit Agricole S A | 0.00% | New | 6,091 | $1.0M |
| Centiva Capital, LP | 0.04% | Add +241.8% | 5,917 | $997K |
| Chesapeake Asset Management LLC | 0.90% | No change | 5,728 | $966K |
| Principal Financial Group Inc. | 0.00% | Reduce -10.8% | 5,638 | $950K |
| State of Wyoming | 0.12% | Reduce -4.3% | 5,631 | $949K |
| Twin Tree Management, LP | 0.02% | Reduce -71.7% | 5,590 | $942K |
| Brevan Howard Capital Management LP | 0.02% | New | 5,566 | $938K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +10.6% | 5,548 | $935K |
| Signaturefd, LLC | 0.02% | Reduce -8.6% | 5,531 | $932K |
| Lazard Asset Management LLC | 0.00% | New | 5,511 | $928K |
| PDT Partners, LLC | 0.08% | Add +0.0% | 5,501 | $927K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -22.4% | 4,343 | $919K |
| Park Avenue Securities LLC | 0.01% | Add +5.2% | 5,359 | $903K |
| Magnetar Financial LLC | 0.02% | New | 5,333 | $899K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 5,291 | $892K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.3% | 5,735 | $881K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.8% | 5,211 | $878K |
| Amalgamated Bank | 0.01% | Add +7.0% | 5,182 | $874K |
| WINTON GROUP Ltd | 0.06% | New | 5,171 | $872K |
| Virtu Financial LLC | 0.05% | Reduce -65.4% | 5,074 | $855K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -16.8% | 5,037 | $849K |
| Prescott Group Capital Management, L.L.C. | 0.11% | No change | 5,000 | $843K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.50% | — | 4,889 | $824K |
| Focus Partners Wealth | 0.00% | Add +55.6% | 4,813 | $811K |
| Caption Management, LLC | 0.03% | Add +370.8% | 4,708 | $794K |
| Landscape Capital Management, L.L.C. | 0.08% | Reduce -25.3% | 4,582 | $772K |
| Altfest L J & Co. Inc. | 0.10% | Reduce -27.0% | 4,483 | $756K |
| Azzad Asset Management Inc. | 0.14% | Reduce -31.9% | 4,411 | $744K |
| RMR Wealth Builders | 0.08% | No change | 4,374 | $737K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -6.5% | 4,369 | $737K |
| Inceptionr LLC | 0.16% | New | 4,289 | $723K |
| Circle Wealth Management, LLC | 0.02% | Reduce -25.3% | 4,278 | $721K |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 4,148 | $699K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 4,110 | $693K |
| Argonautica Private Wealth Management, Inc. | 0.22% | Add +1.9% | 4,040 | $681K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.5% | 3,834 | $646K |
| NewEdge Advisors, LLC | 0.00% | Add +179.0% | 3,797 | $640K |
| Shell Asset Management Co. | 0.03% | Reduce -0.1% | 3,747 | $632K |
| Versor Investments LP | 0.11% | New | 3,700 | $624K |
| Summit Global Investments | 0.04% | New | 3,668 | $618K |
| CHICAGO TRUST Co NA | 0.11% | Add +14.2% | 3,655 | $616K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -26.4% | 3,630 | $612K |
| Resona Asset Management Co.,Ltd. | 0.00% | New | 3,598 | $607K |
| Wooster Corthell Wealth Management, Inc. | 0.13% | No change | 3,570 | $602K |
| &partners | 0.01% | Reduce -1.1% | 3,440 | $593K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -5.8% | 3,500 | $590K |
| Hills Bank & Trust Co | 0.04% | No change | 3,471 | $585K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -6.4% | 3,386 | $579K |
| Bleakley Financial Group, LLC | 0.02% | Add +13.4% | 3,389 | $571K |
| Main Street Financial Solutions, LLC | 0.06% | Add +0.1% | 3,361 | $567K |
| Sterling Capital Management LLC | 0.01% | Add +37.4% | 3,267 | $551K |
| WoodTrust Financial Corp | 0.08% | No change | 3,250 | $548K |
| ICONIQ Capital, LLC | 0.01% | New | 3,101 | $523K |
| Caxton Associates LP | 0.02% | New | 3,086 | $520K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.6% | 3,078 | $519K |
| Jones Financial Companies LLLP | 0.00% | Add +1.1% | 3,011 | $508K |
| Woodline Partners LP | 0.00% | Reduce -89.2% | 2,995 | $505K |
| Vise Technologies, Inc. | 0.04% | Add +160.9% | 2,909 | $490K |
| Neuberger Berman Group LLC | 0.00% | Add +0.9% | 2,893 | $488K |
| Alpha DNA Investment Management LLC | 0.26% | Add +15.8% | 2,848 | $480K |
| Perpetual Ltd | 0.01% | New | 2,820 | $475K |
| Arkadios Wealth Advisors | 0.03% | Add +12.2% | 2,767 | $466K |
| Smith Group Asset Management, LLC | 0.03% | Reduce -18.6% | 2,710 | $457K |
| Diversified Trust Co. | 0.01% | Add +1.7% | 2,702 | $456K |
| Compound Planning, Inc. | 0.02% | Add +22.2% | 2,688 | $453K |
| Angeles Wealth Management, LLC | 0.04% | Reduce -0.1% | 2,684 | $452K |
| Ameritas Advisory Services, LLC | 0.02% | New | 2,670 | $450K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -35.9% | 2,662 | $449K |
| First Bank & Trust | 0.08% | Reduce -1.7% | 2,609 | $440K |
| Quantum Portfolio Management LLC | 0.23% | New | 2,589 | $436K |
| CIBC Asset Management Inc | 0.00% | Add +5.3% | 2,582 | $435K |
| Malaga Cove Capital, LLC | 0.17% | Add +4.1% | 2,531 | $427K |
| Banco Santander, S.A. | 0.01% | New | 2,531 | $427K |
| Stephens Inc. | 0.01% | Reduce -69.9% | 2,518 | $424K |
| Piar LLC | 0.42% | — | 2,510 | $423K |
| Voya Financial Advisors, Inc. | 0.05% | Reduce -7.4% | 2,503 | $423K |
| Vident Advisory, LLC | 0.01% | Add +82.1% | 2,486 | $419K |
| Corton Capital Inc. | 0.24% | New | 2,435 | $410K |
| Algert Global LLC | 0.01% | Reduce -76.0% | 2,433 | $410K |
| Quantum Private Wealth, LLC | 0.13% | No change | 2,406 | $406K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +1.0% | 2,380 | $401K |
| Somerset Trust Co | 0.15% | Reduce -12.0% | 2,364 | $399K |
| Haven Private, LLC | 0.22% | — | 2,360 | $398K |
| Washington Trust Advisors, Inc. | 0.03% | Reduce -2.1% | 2,350 | $396K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -50.2% | 2,328 | $392K |
| Merit Financial Group, LLC | 0.01% | New | 2,317 | $391K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -8.3% | 2,311 | $390K |
| American Trust | 0.03% | Reduce -20.9% | 2,291 | $386K |
| Legato Capital Management LLC | 0.05% | Reduce -53.2% | 2,220 | $374K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -6.8% | 2,207 | $372K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -7.3% | 2,135 | $360K |
| HB Wealth Management, LLC | 0.00% | Add +56.5% | 2,113 | $356K |
| Benjamin Edwards Inc. | 0.01% | Add +1.6% | 2,112 | $356K |
| Calamos Advisors LLC | 0.00% | No change | 2,103 | $355K |
| Wealth Alliance, LLC | 0.04% | Reduce -2.6% | 2,082 | $351K |
| Beta Wealth Group, Inc. | 0.15% | No change | 2,000 | $337K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,957 | $336K |
| Petrus Trust Company, LTA | 0.03% | New | 1,979 | $334K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.5% | 1,951 | $329K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,873 | $316K |
| Blueshift Asset Management, LLC | 0.11% | Add +14.9% | 1,808 | $305K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -1.6% | 1,794 | $302K |
| Baron Wealth Management LLC | 0.14% | No change | 1,784 | $301K |
| D.A. Davidson & Co. | 0.00% | Add +46.9% | 1,779 | $300K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,750 | $295K |
| Atom Investors LP | 0.04% | Reduce -19.8% | 1,703 | $287K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Add +1.8% | 1,702 | $287K |
| Two Sigma Securities, LLC | 0.05% | New | 1,694 | $286K |
| National Philanthropic Trust | 0.00% | Reduce -31.2% | 1,647 | $278K |
| Wedmont Private Capital | 0.01% | Reduce -26.2% | 1,591 | $272K |
| Allegiance Financial Group Advisory Services LLC | 0.09% | New | 1,587 | $268K |
| Anb Bank | 0.11% | — | 1,536 | $259K |
| Advisory Services Network, LLC | 0.00% | New | 1,535 | $259K |
| Ariadne Wealth Management, LP | 0.12% | Reduce -8.4% | 1,184 | $258K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.6% | 1,431 | $257K |
| Glenmede Trust Co. NA | 0.00% | New | 1,525 | $257K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.4% | 1,524 | $257K |
| USA Financial Formulas | 0.04% | New | 1,522 | $257K |
| Gries Financial LLC | 0.05% | Add +20.0% | 1,511 | $255K |
| Regatta Capital Group, LLC | 0.05% | Reduce -65.9% | 1,508 | $254K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.3% | 1,500 | $253K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +49766.7% | 1,496 | $252K |
| Forum Financial Management, LP | 0.00% | Add +31.6% | 1,455 | $245K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -14.9% | 1,447 | $244K |
| Wealthfront Advisers LLC | 0.00% | Add +3.5% | 1,436 | $242K |
| Independent Financial Group, LLC | 0.01% | No change | 1,433 | $242K |
| Intrust Bank NA | 0.02% | Reduce -2.2% | 1,406 | $237K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.7% | 1,404 | $237K |
| Guggenheim Capital LLC | 0.00% | New | 1,404 | $237K |
| Evergreen Capital Management LLC | 0.01% | New | 1,390 | $234K |
| Maven Securities LTD | 0.04% | New | 1,390 | $234K |
| Claro Advisors Inc. | 0.03% | Reduce -22.8% | 1,389 | $234K |
| Commonwealth Equity Services, LLC | 0.00% | New | 1,321 | $223K |
| Mgo One Seven LLC | 0.01% | New | 1,315 | $222K |
| Element Wealth, LLC | 0.11% | No change | 1,296 | $218K |
| Legacy Trust | 0.05% | No change | 1,295 | $218K |
| Nebula Research & Development LLC | 0.03% | Add +8.5% | 1,274 | $215K |
| Storebrand Asset Management As | 0.00% | No change | 1,270 | $214K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.05% | No change | 1,250 | $211K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,248 | $210K |
| Burney Co./ | 0.01% | New | 1,241 | $209K |
| Norden Group LLC | 0.02% | Add +5.2% | 1,232 | $208K |
| Avory & Company, LLC | 0.12% | No change | 1,229 | $207K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,229 | $207K |
| OneAscent Financial Services LLC | 0.02% | New | 1,223 | $206K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,215 | $205K |
| Cooper Financial Group | 0.02% | New | 1,206 | $203K |
| Williamson Legacy Group, LLC | 0.14% | New | 1,203 | $203K |
| Daiwa Securities Group Inc. | 0.00% | New | 1,200 | $202K |
| Oddo BHF Asset Management Sas | 0.01% | No change | 1,104 | $186K |
| National Bank of Canada | 0.00% | Add +39.0% | 1,087 | $183K |
| Quadrant Capital Group LLC | 0.01% | Reduce -4.4% | 1,056 | $178K |
| Simplex Trading, LLC | 0.00% | New | 1,026 | $172K |
| Scalar Gauge Management, LLC | 0.08% | New | 1,000 | $169K |
| Corebridge Financial, Inc. | 0.00% | Reduce -4.8% | 997 | $168K |
| RiverPark Advisors, LLC | 0.13% | Reduce -38.0% | 987 | $166K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -16.5% | 968 | $163K |
| GAMMA Investing LLC | 0.01% | Add +2.5% | 949 | $160K |
| Castleark Management LLC | 0.01% | Reduce -97.5% | 930 | $157K |
| Gen-Wealth Partners Inc | 0.07% | No change | 912 | $154K |
| GeoWealth Management, LLC | 0.00% | Add +401.7% | 893 | $151K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -70.8% | 882 | $149K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +287.4% | 864 | $146K |
| IFP Advisors, Inc | 0.00% | Add +1432.1% | 812 | $137K |
| Hilltop National Bank | 0.04% | Reduce -6.6% | 791 | $133K |
| Venturi Wealth Management, LLC | 0.01% | Add +457.4% | 719 | $121K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.5% | 701 | $118K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -23.3% | 687 | $116K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 683 | $115K |
| True Wealth Design, LLC | 0.04% | Add +14.4% | 677 | $114K |
| Allworth Financial LP | 0.00% | No change | 600 | $110K |
| Northwest & Ethical Investments L.P. | 0.00% | No change | 600 | $101K |
| Smartleaf Asset Management LLC | 0.01% | Add +10.4% | 595 | $100K |
| Hanseatic Management Services Inc. | 0.12% | Add +12.1% | 539 | $91K |
| Lindbrook Capital, LLC | 0.01% | Add +0.4% | 539 | $91K |
| Amica Retiree Medical Trust | 0.08% | Add +34.6% | 513 | $86K |
| Fifth Third Bancorp | 0.00% | Reduce -5.2% | 489 | $82K |
| Park Place Capital Corp | 0.02% | Reduce -6.4% | 470 | $79K |
| Huntington National Bank | 0.00% | Reduce -7.4% | 465 | $78K |
| AlphaQuest LLC | 0.01% | Reduce -97.2% | 461 | $78K |
| Arcadia Investment Management Corp. | 0.01% | New | 442 | $75K |
| Penserra Capital Management LLC | 0.00% | New | 361 | $60K |
| Strengthening Families & Communities, LLC | 0.03% | No change | 326 | $55K |
| CENTRAL TRUST Co | 0.00% | No change | 322 | $54K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.7% | 309 | $53K |
| Principal Securities, Inc. | 0.00% | Add +5.4% | 311 | $52K |
| Tobam | 0.02% | New | 306 | $52K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 303 | $51K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 300 | $51K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -15.7% | 291 | $49K |
| Colonial Trust Co / SC | 0.01% | Add +176.0% | 287 | $48K |
| R Squared Ltd | 0.05% | — | 280 | $47K |
| Toronto Dominion Bank | 0.00% | Reduce -10.0% | 270 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +96.7% | 238 | $40K |
| Rothschild Investment LLC | 0.00% | No change | 226 | $38K |
| MAI Capital Management | 0.00% | New | 202 | $34K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +101.0% | 197 | $34K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 200 | $34K |
| Quent Capital, LLC | 0.00% | No change | 191 | $32K |
| Assetmark, Inc. | 0.00% | Add +4.7% | 180 | $30K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 175 | $30K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 172 | $29K |
| Ossiam | 0.00% | New | 172 | $29K |
| Brooklyn Investment Group | 0.01% | Reduce -28.9% | 162 | $27K |
| Versant Capital Management, Inc | 0.01% | New | 149 | $25K |
| Coppell Advisory Solutions LLC | 0.00% | New | 138 | $23K |
| V-Square Quantitative Management LLC | 0.00% | New | 126 | $21K |
| Global Retirement Partners, LLC | 0.00% | Add +9.7% | 124 | $21K |
| Elequin Capital, LP | 0.00% | New | 122 | $21K |
| 2UniFi Bank | 0.01% | — | 113 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 108 | $18K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -17.9% | 96 | $18K |
| Farther Finance Advisors, LLC | 0.00% | No change | 104 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +49.3% | 100 | $17K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | — | 99 | $17K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 90 | $15K |
| Covestor Ltd | 0.01% | Reduce -30.6% | 86 | $15K |
| Private Trust Co. NA | 0.00% | Reduce -25.4% | 85 | $14K |
| Matrix Trust Co | 0.00% | Add +5.1% | 83 | $14K |
| Spire Wealth Management | 0.00% | Reduce -98.8% | 74 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.4% | 73 | $12K |
| Bokf, NA | 0.00% | Add +1.4% | 70 | $12K |
| WPG Advisers, LLC | 0.01% | — | 66 | $11K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -22.4% | 66 | $11K |
| Geneos Wealth Management Inc. | 0.00% | Add +264.7% | 62 | $10K |
| Hexagon Capital Partners LLC | 0.00% | New | 59 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 54 | $9K |
| Blue Trust, Inc. | 0.00% | Reduce -70.2% | 54 | $9K |
| Avior Wealth Management, LLC | 0.00% | No change | 53 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 50 | $8K |
| Main Street Group, LTD | 0.00% | No change | 50 | $8K |
| Darwin Wealth Management, LLC | 0.00% | New | 50 | $8K |
| Hemington Wealth Management | 0.00% | Reduce -8.7% | 42 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 36 | $6K |
| MCF Advisors LLC | 0.00% | Reduce -47.0% | 35 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 25 | $5K |
| UMB Bank, n.a. | 0.00% | No change | 30 | $5K |
| Smithfield Trust Co | 0.00% | No change | 32 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 28 | $5K |
| HM Payson & Co. | 0.00% | No change | 28 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -6.7% | 28 | $5K |
| Larson Financial Group LLC | 0.00% | Add +133.3% | 28 | $5K |
| Centricity Wealth Management, LLC | 0.00% | — | 26 | $4K |
| SBI Securities Co., Ltd. | 0.00% | — | 26 | $4K |
| Stonebridge Financial Group, LLC | 0.00% | — | 25 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -51.0% | 24 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +20.0% | 24 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +41.2% | 24 | $4K |
| Sachetta, LLC | 0.00% | No change | 21 | $4K |
| Montag A & Associates Inc. | 0.00% | Reduce -9.5% | 19 | $3K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $3K |
| Fairman Group, LLC | 0.00% | Reduce -51.4% | 18 | $3K |
| Golden State Wealth Management, LLC | 0.00% | — | 18 | $3K |
| Whipplewood Advisors, LLC | 0.00% | — | 17 | $3K |
| Continuum Advisory, LLC | 0.00% | Reduce -21.1% | 15 | $3K |
| First Pacific Financial | 0.00% | New | 12 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 11 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 11 | $2K |
| Painted Porch Advisors LLC | 0.00% | New | 10 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 10 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 10 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 8 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | — | 5 | $843 |
| Raleigh Capital Management Inc. | 0.00% | No change | 5 | $843 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 4 | $675 |
| Riverview Trust Co | 0.00% | No change | 4 | $674 |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $674 |
| Rakuten Securities, Inc. | 0.00% | New | 3 | $506 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 3 | $506 |
| SJS Investment Consulting Inc. | 0.00% | New | 2 | $338 |
| HHM Wealth Advisors, LLC | 0.00% | New | 2 | $338 |
| Trust Co. of Vermont | 0.00% | No change | 2 | $337 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $169 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $169 |
| Grove Bank & Trust | 0.00% | New | 1 | $169 |
"% of holder's portfolio" is GWRE's weight in each manager's 13F, not the share of Guidewire Software Inc. the manager owns.