Guidewire SoftwareGWRE
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 597 institutions reported holding Guidewire Software Inc. (GWRE) in their 13F filings, down 75 from Q4 2025. 89 opened new positions and 163 sold out. The largest holders were BlackRock, Inc. ($1.4B), Linonia Partnership LP ($1.1B) and Baron Capital (BAMCO) ($986.7M). 7 famous investors held it, including Ron Baron (3.0% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Guidewire Software Inc.
- CUSIP
- 40171V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $453.9M |
| Exits | 163 | $671.2M |
All 13F filers, Q4 2025 → Q1 2026: 16,920,831 shares bought and 13,666,173 shares sold, net +3,254,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 597 holders
| BlackRock, Inc. | 0.02% | Add +5.0% | 9,327,701 | $1.4B |
| Linonia Partnership LP | 21.25% | Add +42.7% | 7,651,130 | $1.1B |
| Baron Capital (BAMCO) | 2.98% | Add +28.2% | 6,597,453 | $986.7M |
| Vanguard Portfolio Management LLC | 0.04% | — | 4,594,571 | $687.2M |
| Darsana Capital Partners LP | 12.74% | Add +60.0% | 4,000,000 | $598.2M |
| Vanguard Capital Management LLC | 0.01% | — | 3,843,061 | $574.8M |
| Massachusetts Financial Services Co. | 0.15% | Reduce -29.7% | 2,995,337 | $452.2M |
| State Street Corp. | 0.01% | Add +1.8% | 2,620,690 | $392.0M |
| Royal Bank of Canada | 0.06% | Add +59.4% | 2,036,729 | $304.6M |
| Route One Investment Company, L.P. | 12.11% | Add +10.7% | 1,849,364 | $276.6M |
| Geode Capital Management, LLC | 0.02% | Reduce -3.9% | 1,708,372 | $255.6M |
| Principal Financial Group Inc. | 0.09% | Add +547.3% | 1,180,334 | $176.5M |
| T. Rowe Price Investment Management, Inc. | 0.12% | New | 1,154,411 | $172.7M |
| Artisan Partners Limited Partnership | 0.28% | Add +7.9% | 1,145,240 | $171.3M |
| Wellington Management Group LLP | 0.03% | Add +31.7% | 1,116,519 | $167.0M |
| Blair William & Co. | 0.42% | Reduce -14.0% | 975,296 | $145.9M |
| JPMorgan Chase & Co. | 0.01% | Add +27.7% | 857,850 | $124.3M |
| Wasatch Advisors LP | 0.80% | Add +28.9% | 801,489 | $119.9M |
| Northern Trust Corp. | 0.01% | Add +2.2% | 750,070 | $112.2M |
| Jane Street Group, LLC | 0.12% | Add +722.7% | 731,345 | $109.4M |
| Morgan Stanley | 0.01% | Add +27.0% | 720,134 | $107.7M |
| Brown Brothers Harriman & Co. | 0.57% | Reduce -3.5% | 706,244 | $105.6M |
| Bank of America Corp. | 0.01% | Add +47.5% | 695,515 | $104.0M |
| Franklin Resources Inc. | 0.02% | Reduce -27.6% | 629,738 | $94.2M |
| Assenagon Asset Management S.A. | 0.15% | Add +179.0% | 628,759 | $94.0M |
| DF Dent & Co. Inc. | 1.77% | Add +36.5% | 618,275 | $92.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.3% | 607,737 | $90.9M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +42.2% | 598,396 | $89.5M |
| 1832 Asset Management L.P. | 0.11% | Add +30.1% | 561,952 | $84.0M |
| FMR LLC | 0.00% | Reduce -6.9% | 547,011 | $81.8M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 540,135 | $80.8M |
| Stephens Investment Management Group LLC | 1.08% | Add +3.0% | 524,818 | $78.5M |
| Bank of New York Mellon Corp | 0.01% | Add +0.2% | 516,225 | $77.2M |
| Sculptor Capital LP | 1.83% | No change | 510,000 | $76.3M |
| Westfield Capital Management Co. LP | 0.31% | New | 486,581 | $72.8M |
| Nuveen, LLC | 0.02% | Reduce -1.4% | 481,204 | $72.0M |
| Quantinno Capital Management LP | 0.12% | Add +558.0% | 469,374 | $70.2M |
| Brown Advisory Inc. | 0.11% | Add +95.0% | 433,818 | $64.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +79.3% | 418,670 | $62.6M |
| Hudson Way Capital Management LLC | 5.94% | Add +33.3% | 415,635 | $62.2M |
| Greenstone Partners & Co., LLC | 15.31% | Add +117.4% | 404,319 | $60.5M |
| Soma Equity Partners LP | 4.25% | New | 385,359 | $57.6M |
| Deutsche Bank AG | 0.02% | Add +35.6% | 377,951 | $56.5M |
| Federated Hermes, Inc. | 0.09% | Reduce -22.6% | 373,993 | $55.9M |
| D. E. Shaw & Co. | 0.05% | Add +112.1% | 373,976 | $55.9M |
| Janus Henderson Group PLC | 0.03% | Reduce -26.0% | 363,562 | $54.4M |
| Point72 Asset Management | 0.10% | Add +5.4% | 361,983 | $54.1M |
| AustralianSuper Pty Ltd | 0.27% | New | 346,755 | $51.9M |
| Rathbones Group PLC | 0.21% | Reduce -0.1% | 343,747 | $51.4M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -27.9% | 345,976 | $51.4M |
| William Blair Investment Management, LLC | 0.17% | Reduce -4.7% | 341,501 | $51.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -5.6% | 334,635 | $50.0M |
| American Capital Management Inc. | 2.60% | Reduce -0.4% | 324,196 | $48.5M |
| Conestoga Capital Advisors, LLC | 0.82% | Add +5.9% | 274,841 | $41.1M |
| Rhumbline Advisers | 0.04% | Add +2.1% | 274,042 | $41.0M |
| Ameriprise Financial Inc. | 0.01% | Add +261.5% | 271,151 | $40.6M |
| Clearbridge Investments, LLC | 0.03% | Reduce -0.2% | 262,121 | $39.2M |
| Frontier Capital Management Co. LLC | 0.40% | Add +117.1% | 259,527 | $38.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.3% | 256,266 | $38.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -16.3% | 248,561 | $37.2M |
| Sandhill Capital Partners LLC | 3.11% | Add +16.6% | 242,036 | $36.2M |
| Raymond James Financial Inc. | 0.01% | Add +3.6% | 239,924 | $35.9M |
| Riverbridge Partners LLC | 0.84% | Reduce -7.8% | 229,512 | $34.3M |
| Sei Investments Co. | 0.03% | Reduce -22.5% | 221,066 | $33.1M |
| AQR Capital Management | 0.01% | Reduce -83.7% | 215,307 | $31.9M |
| Millennium Management | 0.02% | Reduce -65.2% | 205,873 | $30.8M |
| Congress Asset Management Co. | 0.22% | Reduce -29.6% | 202,874 | $30.3M |
| UBS Group AG | 0.01% | Reduce -32.4% | 202,374 | $30.3M |
| Makena Capital Management LLC | 3.46% | Add +44.0% | 200,643 | $30.0M |
| Fiera Capital Corp | 0.10% | Reduce -25.6% | 192,295 | $28.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.1% | 179,357 | $26.8M |
| BNP Paribas Financial Markets | 0.02% | Reduce -46.4% | 178,642 | $26.7M |
| New York State Common Retirement Fund | 0.04% | Add +24.7% | 178,435 | $26.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +18258.3% | 174,037 | $26.0M |
| Swiss National Bank | 0.01% | Add +0.8% | 168,200 | $25.2M |
| Thrivent Financial for Lutherans | 0.05% | Add +30.2% | 160,355 | $24.0M |
| Susquehanna Fundamental Investments, LLC | 0.86% | New | 153,449 | $22.9M |
| Gavilan Investment Partners LLC | 6.01% | Add +30.0% | 149,500 | $22.4M |
| Driehaus Capital Management LLC | 0.16% | Add +243.5% | 148,686 | $22.2M |
| Parnassus Investments, LLC | 0.06% | Add +48.1% | 147,343 | $22.0M |
| Invesco Ltd. | 0.00% | Reduce -85.7% | 145,570 | $21.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -75.9% | 108,016 | $21.7M |
| Oakcliff Capital Partners, LP | 9.51% | Add +73.3% | 144,183 | $21.6M |
| Stockbridge Partners LLC | 0.49% | Reduce -90.6% | 136,435 | $20.4M |
| Brown Capital Management LLC | 2.78% | Reduce -28.7% | 130,955 | $19.6M |
| Anabranch Capital Management, LP | 16.88% | Add +4.0% | 129,697 | $19.4M |
| Edmond DE Rothschild Holding S.A. | 0.28% | Add +63.4% | 129,462 | $19.4M |
| Bessemer Group Inc. | 0.03% | Add +35.0% | 125,906 | $18.8M |
| Legal & General Group Plc | 0.00% | Reduce -13.0% | 119,421 | $17.9M |
| Balyasny Asset Management L.P. | 0.04% | Add +46.3% | 118,925 | $17.8M |
| Gotham Asset Management | 0.05% | Add +286.1% | 118,623 | $17.7M |
| Wells Fargo & Company | 0.00% | Reduce -9.0% | 117,784 | $17.6M |
| Ranger Investment Management, L.P. | 1.24% | Reduce -4.1% | 114,745 | $17.2M |
| Bank of Montreal | 0.01% | Reduce -7.5% | 111,757 | $16.7M |
| California Public Employees Retirement System | 0.01% | Reduce -26.4% | 110,644 | $16.5M |
| Retirement Systems of Alabama | 0.05% | Add +2.1% | 104,228 | $15.6M |
| Lord, Abbett & Co. LLC | 0.05% | Reduce -77.9% | 102,988 | $15.4M |
| Nomura Holdings Inc. | 0.13% | Reduce -14.5% | 101,373 | $15.2M |
| Barclays PLC | 0.01% | Reduce -29.6% | 99,869 | $14.9M |
| California State Teachers Retirement System | 0.02% | Add +22.5% | 98,191 | $14.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -83.5% | 95,585 | $14.3M |
| Nomura Asset Management International Inc. | 0.02% | Add +0.6% | 94,663 | $14.2M |
| Corient Private Wealth LP | 0.02% | Add +763.8% | 93,462 | $13.9M |
| Man Group plc | 0.03% | Add +400.0% | 86,727 | $13.0M |
| Fifth Third Bancorp | 0.02% | Add +10299.5% | 84,652 | $12.7M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -41.4% | 84,445 | $12.6M |
| Night Owl Capital Management, LLC | 1.42% | Add +0.7% | 81,448 | $12.2M |
| Susquehanna International Group, LLP | 0.02% | Add +634.4% | 80,190 | $12.0M |
| TD Asset Management Inc | 0.01% | Add +529.6% | 78,366 | $11.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -81.4% | 77,864 | $11.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 75,904 | $11.4M |
| Public Employees Retirement Association of Colorado | 0.04% | Reduce -71.3% | 75,825 | $11.3M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 71,753 | $10.7M |
| Whittier Trust Co. | 0.12% | Add +9.9% | 69,638 | $10.3M |
| Thompson Siegel & Walmsley LLC | 0.18% | Add +75.7% | 67,100 | $10.0M |
| Allianz Asset Management GmbH | 0.01% | Add +15.6% | 64,156 | $9.6M |
| Shannon River Fund Management LLC | 1.79% | Reduce -50.1% | 62,863 | $9.4M |
| Advisors Capital Management, LLC | 0.11% | Add +9.4% | 62,094 | $9.3M |
| Oberndorf William E | 17.31% | New | 61,751 | $9.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.3% | 60,100 | $9.0M |
| Marble Harbor Investment Counsel, LLC | 0.97% | New | 59,940 | $9.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +15.4% | 60,508 | $8.9M |
| Teca Partners, LP | 7.05% | Reduce -53.1% | 59,099 | $8.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -5.1% | 58,133 | $8.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +22.9% | 57,616 | $8.6M |
| Fred Alger Management, LLC | 0.04% | Reduce -67.1% | 56,874 | $8.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -5.4% | 56,649 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Add +0.8% | 56,262 | $8.4M |
| M.D. Sass, LLC | 0.63% | Add +71.5% | 55,208 | $8.3M |
| Natixis Advisors, LLC | 0.01% | Reduce -39.7% | 54,835 | $8.2M |
| Jain Global LLC | 0.11% | Reduce -51.5% | 54,405 | $8.1M |
| Citadel Advisors | 0.01% | Reduce -84.5% | 54,108 | $8.1M |
| Algert Global LLC | 0.12% | Add +71.0% | 53,763 | $8.0M |
| BRX Global LP | 10.45% | Reduce -68.4% | 53,601 | $8.0M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | No change | 49,900 | $7.5M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +9.1% | 49,692 | $7.4M |
| Jones Financial Companies LLLP | 0.00% | Add +1011.8% | 50,376 | $7.3M |
| Cypress Point Investment Management LP | 1.71% | New | 48,589 | $7.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.7% | 48,427 | $7.3M |
| GDS Wealth Management | 0.42% | Add +32.6% | 46,342 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +30.0% | 46,294 | $6.9M |
| MetLife Investment Management, LLC | 0.03% | Add +0.0% | 45,652 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -19.7% | 44,932 | $6.8M |
| Kornitzer Capital Management Inc. | 0.14% | Reduce -0.4% | 44,675 | $6.7M |
| H Squared Management LP | 5.79% | Reduce -58.0% | 42,000 | $6.3M |
| American Century Companies Inc. | 0.00% | Add +51.9% | 41,639 | $6.2M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -6.4% | 41,396 | $6.2M |
| Amica Mutual Insurance Co. | 0.53% | Add +480.1% | 40,980 | $6.1M |
| First Trust Advisors LP | 0.00% | Reduce -49.6% | 40,830 | $6.1M |
| Amalgamated Bank | 0.05% | Add +1.3% | 40,801 | $6.1M |
| Weiss Asset Management LP | 0.16% | New | 40,700 | $6.1M |
| Mariner, LLC | 0.01% | Reduce -37.0% | 40,097 | $6.0M |
| Cornerstone Advisors, LLC | 0.21% | New | 38,028 | $5.7M |
| Greenwich Wealth Management LLC | 0.23% | Add +0.2% | 37,468 | $5.6M |
| Creative Planning | 0.00% | Add +77.3% | 36,836 | $5.5M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.2% | 36,335 | $5.4M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +0.7% | 36,197 | $5.4M |
| Zacks Investment Management | 0.04% | Add +2.5% | 36,094 | $5.4M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -41.0% | 35,869 | $5.4M |
| Buckhead Capital Management LLC | 1.96% | Add +43.2% | 34,683 | $5.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 34,541 | $5.2M |
| Capital Fund Management S.A. | 0.05% | Reduce -66.9% | 34,362 | $5.1M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Add +4.1% | 34,202 | $5.1M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 33,417 | $5.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +24.4% | 33,084 | $4.9M |
| Highlander Partners, L.P. | 1.93% | New | 33,000 | $4.9M |
| CI Investments Inc. | 0.02% | Add +90.8% | 31,766 | $4.8M |
| Motley Fool Asset Management LLC | 0.20% | Reduce -5.5% | 30,517 | $4.6M |
| Quest Investment Management LLC | 0.53% | Reduce -26.7% | 30,117 | $4.5M |
| Handelsbanken Fonder AB | 0.01% | Add +27.0% | 29,195 | $4.4M |
| Agf Management Ltd. | 0.02% | Add +102.8% | 29,055 | $4.3M |
| Lido Advisors, LLC | 0.02% | Add +3.9% | 28,506 | $4.3M |
| Bayberry Capital Partners LP | 1.41% | New | 28,500 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -18.4% | 28,418 | $4.3M |
| Canada Pension Plan Investment Board | 0.00% | Add +75.3% | 28,400 | $4.2M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 27,940 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -28.6% | 27,408 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Add +15.3% | 27,146 | $4.1M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Add +13.3% | 27,003 | $4.0M |
| Lyell Wealth Management, LP | 0.30% | Reduce -0.1% | 26,930 | $4.0M |
| Motley Fool Wealth Management, LLC | 0.45% | Reduce -25.8% | 26,642 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 26,170 | $3.9M |
| Mirova | 0.15% | New | 25,515 | $3.8M |
| Hantz Financial Services, Inc. | 0.06% | Reduce -17.2% | 25,119 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.8% | 25,093 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.1% | 24,909 | $3.7M |
| Louisiana State Employees Retirement System | 0.06% | Add +5.1% | 24,700 | $3.7M |
| Ameritas Investment Partners, Inc. | 0.11% | Add +6.0% | 24,022 | $3.6M |
| Arizona State Retirement System | 0.02% | Reduce -0.7% | 23,344 | $3.5M |
| Sava Infond d.o.o. | 0.49% | No change | 23,300 | $3.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +39.1% | 23,286 | $3.5M |
| Regal Partners Ltd | 0.19% | New | 22,949 | $3.4M |
| LPL Financial LLC | 0.00% | Reduce -47.1% | 22,359 | $3.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +24.1% | 22,259 | $3.3M |
| Walleye Trading LLC | 0.07% | Add +218.5% | 21,462 | $3.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +0.1% | 21,302 | $3.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 21,225 | $3.2M |
| Essex Investment Management Co. LLC | 0.50% | Reduce -6.0% | 21,153 | $3.2M |
| Citigroup Inc. | 0.00% | Add +7.3% | 20,602 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -19.1% | 20,506 | $3.1M |
| State of Michigan Retirement System | 0.02% | Add +2.0% | 20,500 | $3.1M |
| Xponance LLC | 0.02% | Add +19.4% | 20,216 | $3.0M |
| Summit Trail Advisors, LLC | 0.04% | Add +163.8% | 19,775 | $3.0M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +39.3% | 19,554 | $2.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.1% | 19,047 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +168.6% | 18,719 | $2.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.6% | 18,700 | $2.8M |
| HB Wealth Management, LLC | 0.02% | Reduce -8.5% | 18,441 | $2.8M |
| Voya Investment Management LLC | 0.00% | Reduce -13.8% | 17,687 | $2.6M |
| Commerce Bank | 0.01% | Add +7.5% | 17,651 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +2.0% | 17,356 | $2.6M |
| New Mexico Educational Retirement Board | 0.08% | No change | 17,200 | $2.6M |
| New Age Alpha Advisors, LLC | 0.12% | Reduce -2.2% | 16,834 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -30.5% | 15,553 | $2.3M |
| Twinbeech Capital LP | 0.23% | Add +558.5% | 14,914 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -13.4% | 14,769 | $2.2M |
| HSBC Holdings PLC | 0.00% | Add +100.1% | 14,479 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | Add +3.5% | 13,996 | $2.1M |
| Utah Retirement Systems | 0.02% | No change | 13,895 | $2.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.2% | 13,290 | $2.0M |
| Amundi | 0.00% | Add +66.5% | 13,214 | $2.0M |
| Regions Financial Corp. | 0.01% | Add +0.4% | 12,842 | $1.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.8% | 12,832 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -90.2% | 12,631 | $1.9M |
| XTX Topco Ltd | 0.03% | Add +1.0% | 12,504 | $1.9M |
| SG Americas Securities, LLC | 0.00% | Reduce -69.1% | 11,980 | $1.8M |
| Picton Mahoney Asset Management | 0.02% | Add +59.0% | 11,790 | $1.8M |
| Allstate Corp. | 0.02% | New | 11,568 | $1.7M |
| Caprock Group, LLC | 0.04% | New | 11,176 | $1.7M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +24.0% | 10,720 | $1.6M |
| Barbara Oil Co. | 0.61% | No change | 10,500 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -40.7% | 10,467 | $1.6M |
| Walleye Capital LLC | 0.01% | Reduce -17.1% | 10,341 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +87.8% | 10,136 | $1.5M |
| Ieq Capital, LLC | 0.01% | Reduce -76.1% | 9,966 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -13.7% | 9,845 | $1.5M |
| M&T Bank Corp | 0.00% | Add +27.4% | 9,801 | $1.5M |
| Marshall Wace, LLP | 0.00% | Reduce -60.8% | 9,376 | $1.4M |
| New York Life Investment Management LLC | 0.01% | Add +37.4% | 9,299 | $1.4M |
| WCM Investment Management, LLC | 0.00% | New | 9,584 | $1.4M |
| Tidal Investments LLC | 0.00% | Add +23.0% | 9,239 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -72.0% | 8,896 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -32.0% | 8,824 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +20.4% | 8,527 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.0% | 8,200 | $1.2M |
| Fox Run Management, L.L.C. | 0.21% | Add +93.8% | 8,375 | $1.2M |
| TD Waterhouse Canada Inc. | 0.00% | Add +17737.8% | 8,027 | $1.2M |
| Empowered Funds, LLC | 0.01% | Add +239.1% | 7,538 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.1% | 7,376 | $1.1M |
| Stablepoint Partners, LLC | 0.16% | Add +49.5% | 7,332 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -1.2% | 7,238 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +20.8% | 6,966 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +90.4% | 6,943 | $1.0M |
| Vancity Investment Management Ltd | 0.16% | Add +46.4% | 6,874 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -50.4% | 6,804 | $1.0M |
| Erste Asset Management GmbH | 0.01% | New | 7,000 | $1.0M |
| &partners | 0.01% | Add +33.0% | 6,450 | $1.0M |
| Callan Family Office, LLC | 0.02% | Add +13.9% | 6,699 | $1.0M |
| Aviso Financial Inc. | 0.04% | Add +42.1% | 6,653 | $995K |
| Signaturefd, LLC | 0.02% | Add +24.1% | 6,626 | $991K |
| Brooklyn Investment Group | 0.03% | Add +28.0% | 6,496 | $972K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +13.6% | 6,469 | $968K |
| Arax Advisory Partners | 0.03% | Add +36.2% | 6,462 | $966K |
| Securian Asset Management, Inc. | 0.04% | Add +1.6% | 6,299 | $942K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -46.4% | 6,203 | $928K |
| Jump Financial, LLC | 0.02% | Add +354.6% | 6,142 | $919K |
| Thornburg Investment Management Inc. | 0.01% | New | 5,891 | $881K |
| Vise Technologies, Inc. | 0.02% | No change | 4,356 | $876K |
| Quadrant Capital Group LLC | 0.03% | Reduce -34.6% | 5,827 | $871K |
| Connable Office Inc. | 0.09% | No change | 5,793 | $866K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +6.3% | 5,732 | $857K |
| Machina Capital S.A.S. | 0.17% | Add +308.4% | 5,676 | $849K |
| Inscription Capital, LLC | 0.09% | New | 5,669 | $848K |
| Prospera Financial Services Inc | 0.01% | New | 5,655 | $846K |
| Aaron Wealth Advisors LLC | 0.05% | Add +177.9% | 5,480 | $820K |
| Lisanti Capital Growth, LLC | 0.20% | New | 5,345 | $799K |
| Altfest L J & Co. Inc. | 0.08% | New | 5,307 | $794K |
| MML Investors Services, LLC | 0.00% | Reduce -46.8% | 5,285 | $790K |
| Swiss Life Asset Management Ltd | 0.00% | Add +24.4% | 5,262 | $787K |
| Farringdon Capital, Ltd. | 0.17% | Add +105.3% | 5,223 | $781K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -57.2% | 5,203 | $778K |
| Castleark Management LLC | 0.03% | Add +1.6% | 5,180 | $775K |
| QRG Capital Management, Inc. | 0.01% | Reduce -14.7% | 5,022 | $751K |
| Syon Capital LLC | 0.04% | Add +371.1% | 4,900 | $733K |
| Ares Systematic Credit Ltd | 3.34% | New | 5,005 | $725K |
| Bridgefront Capital, LLC | 0.18% | New | 4,720 | $706K |
| Guggenheim Capital LLC | 0.01% | Add +206.7% | 4,594 | $687K |
| Parallel Advisors, LLC | 0.01% | Add +44.7% | 4,561 | $682K |
| Alps Advisors Inc. | 0.00% | Reduce -61.8% | 4,463 | $667K |
| Cwm, LLC | 0.00% | Reduce -77.9% | 4,451 | $666K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +26.1% | 4,385 | $656K |
| Edgestream Partners, L.P. | 0.02% | New | 4,260 | $637K |
| D.A. Davidson & Co. | 0.00% | Add +3.0% | 4,234 | $633K |
| Squarepoint Ops LLC | 0.00% | Reduce -98.2% | 4,143 | $620K |
| DNB Asset Management AS | 0.00% | Reduce -47.7% | 4,108 | $614K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,070 | $609K |
| Qsemble Capital Management, LP | 0.05% | New | 3,999 | $598K |
| Holocene Advisors, LP | 0.00% | New | 3,970 | $594K |
| PCM Encore, LLC | 0.12% | Add +1.8% | 3,853 | $576K |
| Versant Capital Management, Inc | 0.06% | Add +468.1% | 3,829 | $573K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 3,801 | $568K |
| Lazard Asset Management LLC | 0.00% | Add +6.3% | 3,786 | $566K |
| Atria Investments, Inc | 0.01% | Add +7.9% | 3,780 | $565K |
| Diversify Wealth Management, LLC | 0.01% | Add +25.9% | 4,046 | $563K |
| Vontobel Holding Ltd. | 0.00% | New | 3,745 | $560K |
| Commonwealth Equity Services, LLC | 0.00% | Add +36.8% | 3,741 | $560K |
| Empower Advisory Group, LLC | 0.00% | Add +0.5% | 3,721 | $557K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,696 | $553K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -18.0% | 3,661 | $548K |
| Procyon Advisors, LLC | 0.03% | Reduce -4.1% | 3,623 | $542K |
| Evergreen Capital Management LLC | 0.01% | Reduce -13.4% | 3,560 | $532K |
| RMR Wealth Builders | 0.04% | No change | 3,559 | $532K |
| Ami Asset Management Corp. | 0.03% | New | 3,543 | $530K |
| Argonautica Private Wealth Management, Inc. | 0.16% | Add +4.5% | 3,526 | $527K |
| HighTower Advisors, LLC | 0.00% | Reduce -51.6% | 3,521 | $527K |
| Neuberger Berman Group LLC | 0.00% | Add +18.3% | 3,516 | $526K |
| Kera Capital Partners, Inc. | 0.06% | Add +108.7% | 3,491 | $522K |
| CHICAGO TRUST Co NA | 0.08% | No change | 3,460 | $517K |
| Keybank National Association | 0.00% | Add +13.7% | 3,447 | $516K |
| Magnetar Financial LLC | 0.01% | Add +2.2% | 3,447 | $516K |
| Prudential Financial Inc. | 0.00% | Reduce -40.8% | 3,435 | $514K |
| ProShare Advisors LLC | 0.00% | No change | 3,409 | $510K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -84.4% | 3,400 | $509K |
| First Bank & Trust | 0.08% | Add +10.9% | 3,396 | $508K |
| Coldstream Capital Management Inc. | 0.01% | Add +18.0% | 3,395 | $508K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +23.4% | 3,354 | $502K |
| Intrust Bank NA | 0.04% | Reduce -22.4% | 3,297 | $493K |
| Hills Bank & Trust Co | 0.02% | Add +1.5% | 3,256 | $487K |
| DUTCH ASSET Corp | 0.33% | Add +14.3% | 3,240 | $485K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 3,225 | $482K |
| Oppenheimer & Co. Inc. | 0.01% | Add +18.9% | 3,213 | $481K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -14.8% | 2,975 | $445K |
| Bank of Nova Scotia | 0.00% | Add +68.5% | 2,885 | $431K |
| Chicago Partners Investment Group LLC | 0.01% | Add +89.3% | 3,013 | $431K |
| Strategic Planning, Inc. | 0.22% | No change | 2,879 | $431K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,871 | $429K |
| Mayport, LLC | 0.08% | Reduce -2.5% | 2,867 | $429K |
| Meeder Advisory Services, Inc. | 0.02% | Add +68.7% | 2,863 | $428K |
| Shelton Capital Management | 0.01% | No change | 2,849 | $426K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -17.3% | 2,817 | $421K |
| Intech Investment Management LLC | 0.00% | Reduce -33.6% | 2,808 | $420K |
| GAMMA Investing LLC | 0.02% | Add +30.3% | 2,776 | $415K |
| KBC Group NV | 0.00% | Add +16.5% | 2,719 | $407K |
| Norden Group LLC | 0.04% | Reduce -35.8% | 2,718 | $407K |
| Stephens Inc. | 0.01% | Add +6.1% | 2,693 | $403K |
| DRW Securities, LLC | 0.02% | New | 2,681 | $401K |
| CIBC Asset Management Inc | 0.00% | No change | 2,652 | $397K |
| LMR Partners LLP | 0.00% | Reduce -20.0% | 2,644 | $395K |
| State of Wyoming | 0.05% | Reduce -35.4% | 2,627 | $393K |
| Angeles Wealth Management, LLC | 0.02% | Add +11.9% | 2,626 | $393K |
| HUB Investment Partners, LLC | 0.01% | New | 2,615 | $391K |
| Trust Point Inc. | 0.03% | Add +10.1% | 2,557 | $382K |
| Regatta Capital Group, LLC | 0.06% | Add +56.3% | 2,533 | $379K |
| R Squared Ltd | 0.20% | Reduce -14.8% | 2,496 | $373K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.2% | 2,500 | $371K |
| North Dakota State Investment Board | 0.02% | Reduce -15.8% | 2,481 | $371K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -15.0% | 2,475 | $370K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 2,458 | $368K |
| Bank of Nova Scotia Trust Co. | 0.03% | Add +58.2% | 2,421 | $362K |
| Eventide Asset Management, LLC | 0.01% | Reduce -73.0% | 2,487 | $360K |
| Frec Markets, Inc. | 0.06% | New | 2,409 | $360K |
| Quantum Private Wealth, LLC | 0.11% | No change | 2,406 | $360K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +11.8% | 2,378 | $356K |
| Benjamin Edwards Inc. | 0.00% | Reduce -8.1% | 2,350 | $351K |
| Westwind Capital | 0.08% | Reduce -97.0% | 2,348 | $351K |
| WoodTrust Financial Corp | 0.05% | Reduce -46.0% | 2,350 | $351K |
| Malaga Cove Capital, LLC | 0.12% | Reduce -0.3% | 2,321 | $347K |
| Engineers Gate Manager LP | 0.00% | Reduce -97.3% | 2,321 | $347K |
| Wedmont Private Capital | 0.01% | Add +23.7% | 2,515 | $344K |
| Verdence Capital Advisors LLC | 0.02% | Add +83.8% | 2,296 | $343K |
| Vident Advisory, LLC | 0.00% | Reduce -40.2% | 2,280 | $341K |
| Somerset Trust Co | 0.10% | Reduce -0.5% | 2,271 | $340K |
| Ballentine Partners, LLC | 0.00% | Add +59.7% | 2,271 | $340K |
| Graham Capital Management, L.P. | 0.02% | Reduce -32.6% | 2,240 | $335K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -90.7% | 2,397 | $332K |
| Calamos Wealth Management LLC | 0.01% | New | 2,207 | $330K |
| Calamos Advisors LLC | 0.00% | Reduce -21.0% | 2,207 | $330K |
| Blackstone Inc. | 0.00% | New | 2,137 | $320K |
| Profund Advisors LLC | 0.01% | Add +12.0% | 2,125 | $318K |
| Rodgers Brothers Inc. | 0.04% | New | 2,084 | $312K |
| Compound Planning, Inc. | 0.01% | Reduce -43.5% | 2,072 | $310K |
| Choreo, LLC | 0.00% | New | 2,059 | $308K |
| STRS Ohio | 0.00% | Reduce -94.0% | 2,030 | $304K |
| Glenmede Trust Co. NA | 0.00% | Add +35.5% | 2,030 | $304K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +7.8% | 2,028 | $303K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.7% | 2,019 | $302K |
| Certuity, LLC | 0.02% | New | 2,003 | $300K |
| Beta Wealth Group, Inc. | 0.12% | No change | 2,000 | $299K |
| Caxton Associates LLP | 0.01% | New | 2,000 | $299K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +0.3% | 1,961 | $293K |
| Cresset Asset Management, LLC | 0.00% | New | 1,951 | $292K |
| Portside Wealth Group, LLC | 0.04% | Reduce -35.7% | 1,951 | $292K |
| Third View Private Wealth, LLC | 0.04% | New | 1,860 | $278K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -18.4% | 1,828 | $273K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.4% | 1,819 | $272K |
| Waverly Advisors, LLC | 0.00% | Add +3.1% | 1,817 | $272K |
| Azzad Asset Management Inc. | 0.03% | Add +29.3% | 1,772 | $265K |
| Net Worth Advisory Group | 0.05% | Add +6.7% | 1,769 | $265K |
| Optas, LLC | 0.04% | New | 1,766 | $264K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +50.3% | 1,755 | $262K |
| CIBC Bancorp USA Inc. | 0.00% | — | 1,709 | $260K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.10% | Reduce -46.9% | 1,700 | $254K |
| Legacy Wealth Asset Management, LLC | 0.06% | Add +0.7% | 1,699 | $254K |
| NewEdge Advisors, LLC | 0.00% | Reduce -56.1% | 1,699 | $254K |
| iSAM Funds (UK) Ltd | 0.12% | New | 1,685 | $252K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,673 | $250K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +18.6% | 1,706 | $250K |
| Merit Financial Group, LLC | 0.00% | Reduce -56.6% | 1,624 | $243K |
| Archer Investment Corp | 0.05% | New | 1,597 | $239K |
| TritonPoint Partners, LLC | 0.09% | New | 1,581 | $236K |
| Mgo One Seven LLC | 0.00% | Add +9.9% | 1,570 | $235K |
| Cibc World Market Inc. | 0.00% | Add +13.8% | 1,568 | $235K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.0% | 1,552 | $232K |
| Arkadios Wealth Advisors | 0.00% | Reduce -58.5% | 1,545 | $231K |
| Partners Capital Investment Group, LLP | 0.01% | No change | 1,529 | $229K |
| National Philanthropic Trust | 0.00% | New | 1,528 | $229K |
| Entropy Technologies, LP | 0.01% | Reduce -94.8% | 1,519 | $227K |
| Arista Wealth Management, LLC | 0.03% | Reduce -18.2% | 1,510 | $226K |
| Baird Financial Group, Inc. | 0.00% | Reduce -79.8% | 1,505 | $225K |
| WINTON GROUP Ltd | 0.01% | New | 1,500 | $224K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,469 | $220K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,461 | $219K |
| Baron Wealth Management LLC | 0.06% | Reduce -8.8% | 1,436 | $215K |
| Financial Consulate, Inc. | 0.03% | Reduce -3.7% | 1,425 | $213K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -46.9% | 1,409 | $211K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -0.7% | 1,371 | $205K |
| DMC Group, LLC | 0.14% | Reduce -14.9% | 1,358 | $203K |
| Voya Financial Advisors, Inc. | 0.02% | Reduce -8.6% | 1,401 | $203K |
| Hilltop National Bank | 0.05% | Add +24.9% | 1,282 | $192K |
| Simplex Trading, LLC | 0.01% | Add +2717.8% | 1,268 | $190K |
| Parkside Financial Bank & Trust | 0.01% | Add +35.0% | 1,262 | $189K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,250 | $187K |
| Exane Asset Management | 0.04% | New | 1,038 | $179K |
| Advisors Asset Management, Inc. | 0.00% | Add +10.9% | 1,190 | $178K |
| International Assets Investment Management, LLC | 0.01% | Reduce -1.0% | 1,132 | $168K |
| Horizon Investments, LLC | 0.00% | Reduce -83.6% | 1,088 | $163K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -78.0% | 1,072 | $160K |
| Virtus Advisers, LLC | 0.07% | No change | 1,000 | $150K |
| UMB Bank, n.a. | 0.00% | Add +0.1% | 991 | $148K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -9.0% | 987 | $148K |
| Dara Capital Us, Inc. | 0.14% | Add +5.9% | 981 | $147K |
| IFP Advisors, Inc | 0.00% | Reduce -20.4% | 915 | $137K |
| Allworth Financial LP | 0.00% | Reduce -16.1% | 884 | $132K |
| V-Square Quantitative Management LLC | 0.01% | New | 845 | $126K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +228.0% | 843 | $126K |
| Employees Retirement System of Texas | 0.00% | No change | 781 | $117K |
| Acadian Asset Management LLC | 0.00% | Reduce -88.2% | 719 | $107K |
| Larson Financial Group LLC | 0.00% | Add +85.7% | 713 | $107K |
| Bokf, NA | 0.00% | Reduce -24.1% | 679 | $102K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +30.7% | 669 | $100K |
| Bayforest Capital Ltd | 0.11% | Add +22.3% | 658 | $98K |
| Sterling Capital Management LLC | 0.00% | Add +0.3% | 609 | $91K |
| iA Global Asset Management Inc. | 0.00% | Reduce -2.4% | 603 | $90K |
| MAI Capital Management | 0.00% | Add +71.9% | 593 | $89K |
| 1620 Investment Advisors, Inc. | 0.06% | New | 581 | $87K |
| Huntington National Bank | 0.00% | Add +321.2% | 556 | $83K |
| Park Place Capital Corp | 0.02% | Add +6.9% | 543 | $81K |
| OP Asset Management Ltd | 0.00% | New | 542 | $81K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -19.0% | 525 | $76K |
| Daiwa Securities Group Inc. | 0.00% | Add +31.6% | 500 | $75K |
| Toronto Dominion Bank | 0.00% | Add +83.1% | 465 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -42.6% | 457 | $68K |
| Arcadia Investment Management Corp. | 0.01% | No change | 442 | $66K |
| Penserra Capital Management LLC | 0.00% | Add +2.8% | 442 | $66K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +22.4% | 421 | $63K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -18.6% | 411 | $61K |
| Covestor Ltd | 0.04% | Reduce -32.2% | 394 | $59K |
| Plato Investment Management Ltd | 0.00% | New | 374 | $56K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -2.0% | 350 | $52K |
| Elevation Wealth Partners, LLC | 0.02% | Add +16850.0% | 339 | $51K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -97.0% | 301 | $45K |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.02% | New | 291 | $44K |
| Advisory Services Network, LLC | 0.00% | Reduce -84.8% | 290 | $43K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 300 | $42K |
| Westside Investment Management, Inc. | 0.01% | No change | 278 | $42K |
| True Wealth Design, LLC | 0.01% | Add +34.0% | 280 | $42K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +32.9% | 275 | $41K |
| Bogart Wealth, LLC | 0.00% | Add +127.8% | 246 | $37K |
| Leonteq Securities AG | 0.00% | New | 242 | $36K |
| Chilton Capital Management LLC | 0.00% | No change | 242 | $36K |
| CENTRAL TRUST Co | 0.00% | Add +13.7% | 233 | $35K |
| Assetmark, Inc. | 0.00% | Reduce -94.7% | 219 | $33K |
| Rothschild Investment LLC | 0.00% | Add +1.9% | 215 | $32K |
| Ossiam | 0.00% | Add +294.4% | 213 | $32K |
| Harbour Investments, Inc. | 0.00% | Reduce -17.4% | 204 | $31K |
| SHP Wealth Management | 0.00% | Add +73.9% | 200 | $30K |
| Stance Capital LLC | 0.01% | New | 200 | $30K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 197 | $29K |
| First Horizon Corp. | 0.00% | Reduce -34.1% | 178 | $27K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 175 | $26K |
| Cornerstone Planning Group LLC | 0.00% | Add +27.5% | 181 | $25K |
| Omega Financial Group, LLC | 0.01% | New | 168 | $25K |
| Kemnay Advisory Services Inc. | 0.00% | New | 162 | $24K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 140 | $21K |
| CX Institutional | 0.00% | New | 134 | $20K |
| Rossby Financial, LCC | 0.00% | Add +63.5% | 121 | $18K |
| Clearstead Advisors, LLC | 0.00% | Reduce -66.5% | 109 | $16K |
| Destiny Wealth Partners, LLC | 0.00% | New | 105 | $16K |
| REAP Financial Group, LLC | 0.00% | New | 100 | $15K |
| Danske Bank A/S | 0.00% | Reduce -80.0% | 100 | $15K |
| JPL Wealth Management, LLC | 0.00% | New | 99 | $15K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 99 | $15K |
| Colonial Trust Co / SC | 0.00% | No change | 98 | $15K |
| Bayban | 0.01% | Add +26.3% | 96 | $14K |
| TD Private Client Wealth LLC | 0.00% | Reduce -98.8% | 96 | $14K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 87 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +262.5% | 87 | $13K |
| Root Financial Partners, LLC | 0.00% | Reduce -24.6% | 86 | $13K |
| Essential Partners LLC | 0.00% | Reduce -89.9% | 82 | $12K |
| Spire Wealth Management | 0.00% | Reduce -1.3% | 74 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 74 | $11K |
| Ancora Advisors LLC | 0.00% | Add +928.6% | 72 | $11K |
| Blue Trust, Inc. | 0.00% | Add +68.3% | 69 | $10K |
| Wall Street Financial Group, Inc. | 0.01% | New | 67 | $10K |
| Zions Bancorporation, National Association | 0.00% | Add +15.8% | 66 | $10K |
| Quent Capital, LLC | 0.00% | Add +14.0% | 65 | $10K |
| Sachetta, LLC | 0.00% | Add +161.9% | 55 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -28.9% | 54 | $8K |
| Main Street Group, LTD | 0.00% | New | 50 | $7K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 50 | $7K |
| Activest Wealth Management | 0.00% | Reduce -23.4% | 49 | $7K |
| CVA Family Office, LLC | 0.00% | Add +336.4% | 48 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -25.4% | 47 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -67.7% | 50 | $7K |
| Grove Bank & Trust | 0.00% | No change | 45 | $7K |
| Meramec Financial Planners, LLC | 0.00% | Add +53.3% | 46 | $7K |
| JNBA Financial Advisors | 0.00% | New | 39 | $6K |
| First Command Advisory Services, Inc. | 0.00% | Add +42.3% | 37 | $6K |
| Birchwood Financial Partners, Inc. | 0.01% | Reduce -2.7% | 36 | $5K |
| SWAN Capital LLC | 0.00% | No change | 35 | $5K |
| Manchester Capital Management LLC | 0.00% | Add +105.9% | 35 | $5K |
| Osbon Capital Management LLC | 0.00% | No change | 34 | $5K |
| Avion Wealth | 0.00% | Add +245.4% | 38 | $5K |
| First Pacific Financial | 0.00% | Add +3.3% | 31 | $5K |
| MV Capital Management, Inc. | 0.00% | Add +52.6% | 29 | $4K |
| SouthState Bank Corp | 0.00% | Add +262.5% | 29 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 27 | $4K |
| Johnson Financial Group, Inc. | 0.00% | No change | 27 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +30.0% | 26 | $4K |
| MidFirst Bank | 0.00% | Reduce -97.5% | 26 | $4K |
| Vision Financial Markets LLC | 0.00% | No change | 25 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 25 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | Add +400.0% | 25 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -83.1% | 22 | $3K |
| Tidemark, LLC | 0.00% | No change | 20 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Add +80.0% | 18 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -30.8% | 18 | $3K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 16 | $2K |
| Elequin Capital, LP | 0.00% | Reduce -57.9% | 16 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 15 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +50.0% | 15 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -54.8% | 14 | $2K |
| Triumph Capital Management | 0.00% | New | 14 | $2K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -27.8% | 13 | $2K |
| Gill Capital Partners, LLC | 0.00% | New | 12 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 11 | $2K |
| Richardson Capital Management LLC | 0.00% | New | 11 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +42.9% | 10 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +350.0% | 9 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -10.0% | 9 | $1K |
| Whipplewood Advisors, LLC | 0.00% | New | 9 | $1K |
| RMG Wealth Management LLC | 0.00% | New | 9 | $1K |
| Kilter Group LLC | 0.00% | New | 8 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +14.3% | 8 | $1K |
| Aspect Partners, LLC | 0.00% | No change | 8 | $1K |
| North Star Investment Management Corp. | 0.00% | Reduce -27.3% | 8 | $1K |
| Signature Equity Partners, LLC | 0.00% | Reduce -12.5% | 7 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 7 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -46.1% | 7 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 7 | $1K |
| Quaker Wealth Management, LLC | 0.00% | Add +100.0% | 6 | $898 |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -86.4% | 6 | $897 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 5 | $748 |
| American Capital Advisory, LLC | 0.00% | Add +150.0% | 5 | $748 |
| Curio Wealth, LLC | 0.00% | No change | 5 | $748 |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 5 | $748 |
| Creative Financial Designs Inc. | 0.00% | New | 5 | $748 |
| Sunbelt Securities, Inc. | 0.00% | New | 5 | $748 |
| Salomon & Ludwin, LLC | 0.00% | Reduce -42.9% | 4 | $603 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 4 | $599 |
| Breakwater Investment Management | 0.00% | New | 4 | $599 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 4 | $599 |
| Stone House Investment Management, LLC | 0.00% | New | 4 | $598 |
| LRI Investments, LLC | 0.00% | New | 4 | $598 |
| Hughes Financial Services, LLC | 0.00% | Reduce -42.9% | 4 | $598 |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $598 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $449 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -85.7% | 3 | $449 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $300 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -60.0% | 2 | $300 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.6% | 2 | $299 |
| Trust Co | 0.00% | No change | 2 | $299 |
| Ascentis Independent Advisors | 0.00% | New | 2 | $299 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $150 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $150 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -83.3% | 1 | $150 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is GWRE's weight in each manager's 13F, not the share of Guidewire Software Inc. the manager owns.