Interactive Brokers Gro Class AIBKR

13F holders, Q1 2025 (March 31)
747holders +37
128new positions
88sold out
12famous investors
$165.73avg. 13F price*

At the end of Q1 2025, 747 institutions reported holding Interactive Brokers Gro Class A (IBKR) in their 13F filings, up 37 from Q4 2024. 128 opened new positions and 88 sold out. The largest holders were BlackRock, Inc. ($1.7B), Vanguard Group Inc. ($1.7B) and State Street Corp. ($624.4M). 12 famous investors held it, including George Soros (0.8% of Soros Fund Management's portfolio), Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).

Company
Interactive Brokers Gro Class A
Sector
Finance
CUSIP
45841N107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 493Q1 2024Q2 2024: 548Q2 2024Q3 2024: 586Q3 2024Q4 2024: 710Q4 2024Q1 2025: 747Q1 2025Q2 2025: 802Q2 2025Q3 2025: 911Q3 2025Q4 2025: 980Q4 2025Q1 2026: 1,001Q1 2026Q2 2026: 1,118Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions128$316.0M
Exits88$266.0M

All 13F filers, Q4 2024 → Q1 2025: 11,010,363 shares bought and 9,488,097 shares sold, net +1,522,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 747 holders

BlackRock, Inc. 0.04% Add +0.8% 10,413,006 $1.7B
Vanguard Group Inc. 0.03% Add +2.8% 10,351,521 $1.7B
State Street Corp. 0.03% Add +12.4% 3,770,769 $624.4M
Orbis Allan Gray Ltd 3.31% Reduce -33.9% 3,493,357 $578.5M
Cantillon Capital Management LLC 3.53% Reduce -3.0% 3,293,826 $545.4M
Kayne Anderson Rudnick Investment Management LLC 1.28% Reduce -18.4% 3,170,779 $525.0M
JPMorgan Chase & Co. 0.04% Reduce -22.4% 3,096,716 $512.8M
Greenwich Wealth Management LLC 33.90% Reduce -2.5% 2,705,357 $448.0M
Bank of America Corp. 0.03% Reduce -0.3% 2,332,483 $386.2M
Geode Capital Management, LLC 0.03% Add +1.7% 2,297,027 $380.2M
Egerton Capital (UK) LLP 3.50% Reduce -0.8% 1,833,969 $303.7M
American Century Companies Inc. 0.15% Add +1476.3% 1,433,981 $237.5M
Norges Bank 0.03% Add +6.5% 1,382,808 $229.0M
FMR LLC 0.01% Reduce -2.2% 1,253,351 $207.5M
Jacobs Levy Equity Management, Inc. 0.81% Add +13.4% 1,230,207 $203.7M
Neuberger Berman Group LLC 0.17% Add +6.7% 1,220,232 $203.1M
Marshall Wace, LLP 0.27% Add +133.6% 1,194,907 $197.9M
Invesco Ltd. 0.04% Add +45.6% 1,115,214 $184.7M
Morgan Stanley 0.01% Reduce -14.1% 1,115,147 $184.7M
JARISLOWSKY, FRASER Ltd 1.11% Reduce -13.8% 1,068,672 $177.0M
Wellington Management Group LLP 0.03% Reduce -34.2% 983,656 $162.9M
Northern Trust Corp. 0.02% Add +8.7% 952,772 $157.8M
Baron Capital (BAMCO) 0.44% No change 913,967 $151.3M
Bank of New York Mellon Corp 0.03% Add +17.7% 885,346 $146.6M
Wells Fargo & Company 0.03% Reduce -8.2% 869,768 $144.0M
Two Sigma Advisers, LP 0.32% Add +82.1% 848,300 $140.5M
Bares Capital Management, Inc. 16.42% Reduce -11.3% 844,537 $139.8M
Charles Schwab Investment Management Inc. 0.03% Add +2.0% 834,388 $138.2M
Qube Research & Technologies Ltd 0.21% Add +55.6% 799,012 $132.3M
Renaissance Technologies 0.18% Add +17.3% 709,310 $117.5M
Two Sigma Investments, LP 0.25% Add +37.3% 671,851 $111.3M
Citadel Advisors 0.11% Add +73.1% 663,092 $109.8M
Bronte Capital Management Pty Ltd. 8.29% Reduce -11.5% 526,584 $102.1M
Royal Bank of Canada 0.02% Reduce -3.5% 607,518 $100.6M
Goldman Sachs Group Inc. 0.02% Add +50.1% 597,176 $98.9M
Raymond James Financial Inc. 0.04% Reduce -12.4% 595,300 $98.6M
Agf Management Ltd. 0.49% Add +1.6% 558,377 $92.5M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +22.4% 539,970 $89.4M
KBC Group NV 0.27% Add +255.1% 522,221 $86.5M
Millennium Management 0.08% Add +11.9% 503,462 $83.4M
Ensign Peak Advisors, Inc 0.16% Add +18.5% 499,600 $82.7M
Empower Advisory Group, LLC 0.24% Reduce -33.9% 447,651 $74.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +38.5% 424,970 $70.4M
Legal & General Group Plc 0.02% Add +22.6% 420,060 $69.6M
Ancient Art, L.P. 20.18% Reduce -7.8% 410,909 $68.0M
TimesSquare Capital Management, LLC 1.05% Add +36.3% 392,250 $65.0M
Citigroup Inc. 0.05% Add +0.1% 376,733 $62.4M
First Trust Advisors LP 0.05% Add +402.9% 369,279 $61.1M
UBS Group AG 0.01% Reduce -3.4% 366,220 $60.6M
Principal Financial Group Inc. 0.03% Reduce -0.8% 358,675 $59.4M
FIL Ltd 0.05% Reduce -10.8% 329,109 $54.5M
Progeny 3, Inc. 3.69% Add +95.2% 324,015 $53.7M
Rhumbline Advisers 0.05% Add +13.5% 319,505 $52.9M
Envestnet Asset Management Inc. 0.02% Reduce -7.1% 307,261 $50.9M
Nuveen, LLC 0.01% — 292,775 $48.5M
Allianz Asset Management GmbH 0.07% Add +102.2% 292,141 $48.4M
Hosking Partners LLP 1.97% Reduce -0.9% 282,250 $46.7M
Retirement Systems of Alabama 0.17% Add +0.1% 263,646 $43.7M
1832 Asset Management L.P. 0.08% Reduce -0.4% 260,833 $43.2M
Oakcliff Capital Partners, LP 22.48% Reduce -14.0% 257,685 $42.7M
Dimensional Fund Advisors LP 0.01% Reduce -2.2% 251,524 $41.6M
Hengistbury Investment Partners LLP 23.36% Reduce -0.6% 244,497 $40.5M
Jupiter Asset Management Ltd. 0.38% New 239,000 $39.6M
Allspring Global Investments Holdings, LLC 0.07% Reduce -2.0% 226,292 $39.2M
Federated Hermes, Inc. 0.08% Reduce -7.1% 215,699 $35.7M
RV Capital AG 7.77% Reduce -5.3% 212,480 $35.2M
Jump Financial, LLC 0.53% Add +259.2% 207,047 $34.3M
Verition Fund Management LLC 0.20% Add +19.1% 200,854 $33.3M
Soros Fund Management 0.83% Reduce -11.0% 198,157 $32.8M
W1M Investment Management Ltd 0.51% Reduce -1.8% 197,541 $32.7M
Coronation Fund Managers Ltd. 1.77% Add +6.7% 196,761 $32.6M
California Public Employees Retirement System 0.02% Reduce -0.5% 192,864 $31.9M
Russell Investments Group, Ltd. 0.04% Add +2.4% 191,402 $31.7M
Victory Capital Management Inc. 0.03% Reduce -6.7% 183,398 $30.4M
Marathon Asset Management Ltd 0.92% Reduce -29.6% 182,538 $30.2M
Pictet Asset Management Holding SA 0.03% Add +5.1% 178,946 $29.6M
Stony Point Capital LLC 3.19% Add +167.0% 177,900 $29.5M
National Pension Service 0.03% New 173,249 $28.7M
Jane Street Group, LLC 0.05% Reduce -27.1% 170,055 $28.2M
LPL Financial LLC 0.01% Add +12.0% 169,420 $28.1M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Add +308.5% 164,514 $27.2M
Stifel Financial Corp. 0.03% Reduce -1.9% 160,855 $26.6M
Worldquant Millennium Advisors LLC 0.17% New 160,622 $26.6M
Voya Investment Management LLC 0.03% Reduce -38.5% 158,427 $26.2M
Ameriprise Financial Inc. 0.01% Reduce -12.7% 156,633 $25.7M
Balyasny Asset Management L.P. 0.06% New 152,131 $25.2M
Deutsche Bank AG 0.01% Add +5.7% 141,557 $23.4M
Alliancebernstein L.P. 0.01% Reduce -7.6% 139,765 $23.1M
Susquehanna International Group, LLP 0.04% Reduce -13.3% 138,768 $23.0M
Intech Investment Management LLC 0.24% Add +176.2% 138,146 $22.9M
Hudson Way Capital Management LLC 2.26% Reduce -53.6% 137,645 $22.8M
Polar Capital Holdings Plc 0.14% Reduce -39.5% 135,046 $22.4M
Robeco Institutional Asset Management B.V. 0.04% Add +49.4% 134,870 $22.3M
CANADA LIFE ASSURANCE Co 0.04% Add +23.7% 134,297 $22.3M
Mawer Investment Management Ltd. 0.10% Add +2.2% 130,851 $21.7M
Barclays PLC 0.01% Reduce -32.8% 130,833 $21.7M
Aquatic Capital Management LLC 0.55% Add +442.3% 130,404 $21.6M
California State Teachers Retirement System 0.03% Add +23.2% 128,659 $21.3M
HRT Financial LP 0.13% Add +76.3% 127,039 $21.0M
Brooktree Capital Management 15.73% Reduce -4.8% 126,585 $21.0M
Squarepoint Ops LLC 0.05% Reduce -55.5% 122,848 $20.3M
Quinn Opportunity Partners LLC 1.40% Add +79.8% 120,548 $20.0M
Corebridge Financial, Inc. 0.11% Reduce -2.4% 120,238 $19.9M
Trexquant Investment LP 0.23% Add +40.0% 117,373 $19.4M
Kodai Capital Management LP 0.72% Add +147.3% 109,974 $18.2M
Firetrail Investments PTY Ltd. 5.23% Reduce -18.9% 107,300 $18.0M
Tudor Investment Corporation 0.16% Add +2180.1% 106,525 $17.6M
Dana Investment Advisors, Inc. 0.63% Reduce -18.4% 105,930 $17.5M
State Board of Administration of Florida Retirement System 0.03% Add +6.5% 105,180 $17.4M
Lansing Management LP 13.89% Reduce -6.2% 99,934 $16.5M
Tairen Capital Ltd 1.09% New 99,600 $16.5M
Amundi 0.01% Reduce -27.7% 102,059 $16.3M
Gabelli Funds LLC 0.12% Reduce -11.5% 94,166 $15.6M
Canada Pension Plan Investment Board 0.02% Reduce -67.0% 94,106 $15.6M
Storebrand Asset Management As 0.05% New 90,298 $15.0M
T. Rowe Price Associates Inc. 0.00% Add +36.6% 89,322 $14.8M
Cercano Management LLC 0.42% No change 87,193 $14.4M
BNP Paribas Financial Markets 0.01% Add +15.3% 86,240 $14.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +32832.2% 85,953 $14.2M
Rovida Investment Management Ltd 4.22% Reduce -15.0% 85,000 $14.1M
Quantbot Technologies LP 0.44% Add +451.7% 83,327 $13.8M
Winmill & Co. Inc. 4.12% No change 81,800 $13.5M
Vestmark Advisory Solutions, Inc. 0.34% Add +100.3% 78,728 $13.0M
New York State Teachers Retirement System 0.03% Add +10.5% 77,387 $12.8M
Schonfeld Strategic Advisors LLC 0.09% Reduce -2.5% 76,305 $12.6M
State of Wisconsin Investment Board 0.03% Reduce -34.8% 74,423 $12.3M
Janney Montgomery Scott LLC 0.03% Reduce -1.8% 73,770 $12.2M
O'Brien Greene & Co. Inc 4.04% Reduce -4.2% 72,728 $12.0M
Martingale Asset Management L P 0.31% Reduce -10.4% 72,432 $12.0M
Fifth Third Bancorp 0.04% Add +150.9% 67,815 $11.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -20.5% 66,912 $11.1M
HSBC Holdings PLC 0.01% Reduce -60.0% 66,823 $11.0M
Warther Private Wealth, LLC 3.64% Add +15.2% 65,955 $10.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% New 63,235 $10.5M
BOCHK Asset Management Ltd 5.69% Add +17328.6% 61,000 $10.1M
MetLife Investment Management, LLC 0.05% Reduce -1.5% 60,402 $10.0M
Freestone Grove Partners LP 0.10% New 60,389 $10.0M
Truist Financial Corp. 0.02% Add +0.1% 60,003 $9.9M
One Madison Group LLC 1.30% Reduce -60.0% 60,000 $9.9M
New York State Common Retirement Fund 0.01% Reduce -7.4% 59,702 $9.9M
Handelsbanken Fonder AB 0.04% Add +27.8% 59,586 $9.9M
Prana Capital Management, LP 0.39% Add +422.8% 57,915 $9.6M
Qsemble Capital Management, LP 1.01% Add +242.7% 57,670 $9.5M
Public Employees Retirement System of Ohio 0.03% Add +55.1% 56,622 $9.4M
Treasurer of the State of North Carolina 0.04% Add +18.8% 56,620 $9.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +30.7% 56,397 $9.3M
Mutual of America Capital Management LLC 0.11% Reduce -2.6% 56,038 $9.3M
Nomura Asset Management Co. Ltd. 0.03% Add +296.0% 53,316 $8.8M
Engineers Gate Manager LP 0.14% Add +275.4% 51,875 $8.6M
Cozad Asset Management Inc. 0.85% Add +4.3% 51,430 $8.5M
Credit Agricole S A 0.03% Add +51.0% 51,379 $8.5M
FORA Capital, LLC 0.86% Add +242.7% 51,188 $8.5M
HighTower Advisors, LLC 0.01% Reduce -14.0% 50,825 $8.4M
Korea Investment CORP 0.02% New 50,193 $8.3M
Amalgamated Bank 0.07% Reduce -3.7% 49,831 $8.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +2845.3% 49,687 $8.2M
Sei Investments Co. 0.01% Reduce -15.6% 49,679 $8.2M
Picton Mahoney Asset Management 0.28% Add +1514.6% 48,792 $8.1M
Emmett Investment Management, LP 7.38% Reduce -3.5% 46,675 $8.1M
Forsta Ap-Fonden 0.06% New 48,600 $8.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +245.5% 48,364 $8.0M
Inspire Investing, LLC 0.93% Add +19.5% 47,341 $7.8M
Harbor Advisors LLC 1.34% No change 46,708 $7.7M
W.G. Shaheen & Associates DBA Whitney & Co 0.82% Reduce -15.0% 46,580 $7.7M
Bridgewater Associates 0.04% New 46,304 $7.7M
State of Tennessee, Department of Treasury 0.03% No change 44,162 $7.3M
Scotia Capital Inc. 0.04% Add +8.3% 43,953 $7.3M
Twin Tree Management, LP 0.16% Reduce -81.3% 42,599 $7.1M
Asset Management One Co., Ltd. 0.02% Add +9156.8% 42,211 $7.0M
Comerica Bank 0.03% Reduce -4.5% 41,132 $6.8M
NewEdge Wealth, LLC 0.12% Add +0.2% 39,461 $6.5M
Cetera Investment Advisers 0.01% Reduce -11.6% 39,322 $6.5M
Empowered Funds, LLC 0.09% Add +3.0% 39,131 $6.5M
Macquarie Group Ltd. 0.01% Add +1320.5% 37,756 $6.3M
TD Waterhouse Canada Inc. 0.05% Add +3.1% 36,060 $6.2M
Yousif Capital Management, LLC 0.07% Reduce -2.2% 37,422 $6.2M
SkyView Investment Advisors, LLC 0.92% Add +1.1% 36,878 $6.1M
Assenagon Asset Management S.A. 0.01% Reduce -83.0% 36,760 $6.1M
State of New Jersey Common Pension Fund D 0.03% Reduce -4.8% 36,736 $6.1M
KLP Kapitalforvaltning As 0.03% Add +65.9% 36,500 $6.0M
Ibex Wealth Advisors 0.76% Add +11.2% 34,643 $5.7M
Magnetar Financial LLC 0.08% New 34,504 $5.7M
Caisse de depot et placement du Quebec 0.01% Add +797.6% 34,029 $5.6M
Zacks Investment Management 0.05% Reduce -0.3% 33,536 $5.6M
Pilgrim Partners Asia Pte Ltd 5.20% Add +35.1% 33,100 $5.5M
Resona Asset Management Co.,Ltd. 0.03% New 32,882 $5.4M
Lord, Abbett & Co. LLC 0.02% New 32,318 $5.4M
Teachers Retirement System of the State of Kentucky 0.05% No change 31,770 $5.3M
Arizona State Retirement System 0.03% Reduce -0.3% 31,473 $5.2M
Louisiana State Employees Retirement System 0.10% Add +1.0% 30,500 $5.1M
Danske Bank A/S 0.02% Add +30100.0% 30,200 $5.0M
Graham Capital Management, L.P. 0.23% Add +10.8% 30,192 $5.0M
Atria Investments, Inc 0.06% Reduce -0.6% 30,085 $5.0M
Union Bancaire Privee, UBP SA 0.10% Add +37.0% 31,084 $4.8M
AWH Capital, L.P. 6.98% Reduce -20.8% 29,095 $4.8M
Thrivent Financial for Lutherans 0.01% Add +11.2% 28,492 $4.7M
Andra AP-fonden 0.08% New 28,052 $4.6M
Prescott Group Capital Management, L.L.C. 0.67% No change 27,919 $4.6M
Gotham Asset Management 0.04% Reduce -3.3% 27,429 $4.5M
OneDigital Investment Advisors LLC 0.05% Reduce -10.1% 27,422 $4.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% New 27,091 $4.5M
Virtu Financial LLC 0.24% Add +471.6% 26,343 $4.4M
Steward Partners Investment Advisory, LLC 0.04% Reduce -0.8% 26,093 $4.3M
Bank of Montreal 0.00% Reduce -5.3% 26,090 $4.3M
State of Michigan Retirement System 0.02% Add +1.2% 26,079 $4.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +8.2% 26,027 $4.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Reduce -58.1% 26,496 $4.3M
XTX Topco Ltd 0.22% Add +50.4% 25,703 $4.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% New 25,400 $4.2M
TD Asset Management Inc 0.00% Add +35.2% 25,350 $4.2M
Wealthfront Advisers LLC 0.01% Add +12.1% 25,303 $4.2M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.1% 24,209 $4.0M
South Dakota Investment Council 0.08% New 24,178 $4.0M
CWA Asset Management Group, LLC 0.19% Reduce -9.6% 24,012 $4.0M
EULAV Asset Management 0.10% Reduce -4.0% 24,000 $4.0M
Natixis Advisors, LLC 0.01% Add +11.0% 23,532 $3.9M
Skandinaviska Enskilda Banken AB (publ) 0.02% New 23,400 $3.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -19.6% 23,302 $3.9M
Wolverine Trading, LLC 0.12% New 23,384 $3.9M
Pinebridge Investments, L.P. 0.03% Reduce -49.3% 22,626 $3.7M
IFM Investors Pty Ltd 0.04% New 22,389 $3.7M
New Age Alpha Advisors, LLC 0.17% Reduce -63.8% 22,285 $3.7M
New Mexico Educational Retirement Board 0.13% No change 22,228 $3.7M
Man Group plc 0.01% Reduce -29.8% 22,221 $3.7M
Oregon Public Employees Retirement Fund 0.07% Reduce -0.3% 22,075 $3.7M
SG Americas Securities, LLC 0.01% Add +332.1% 21,862 $3.6M
Himension Capital (singapore) Pte. LTD. 0.30% New 21,563 $3.6M
D. E. Shaw & Co. 0.00% Reduce -78.3% 21,480 $3.6M
Ameritas Investment Partners, Inc. 0.12% Reduce -1.8% 21,423 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% New 20,822 $3.4M
Commonwealth Equity Services, LLC 0.00% Add +20.9% 20,556 $3.4M
Left Brain Wealth Management, LLC 1.47% Add +1227.1% 20,344 $3.4M
USS Investment Management Ltd 0.03% Add +0.4% 20,161 $3.3M
Capital Fund Management S.A. 0.04% Reduce -41.8% 20,064 $3.3M
Sanctuary Advisors, LLC 0.02% Reduce -6.0% 20,001 $3.3M
Estate Counselors, LLC 0.34% New 19,864 $3.3M
Kennondale Capital Management LLC 3.51% Reduce -25.8% 19,419 $3.2M
DNB Asset Management AS 0.01% Add +1266.8% 19,354 $3.2M
Nordea Investment Management AB 0.00% Add +18.5% 19,657 $3.2M
TCW Group Inc. 0.03% Reduce -23.6% 19,030 $3.2M
Epacria Capital Partners, LLC 2.58% Reduce -15.6% 19,000 $3.1M
Wbi Investments, LLC 0.83% Reduce -39.5% 19,000 $3.1M
TD Private Client Wealth LLC 0.09% Reduce -0.2% 18,917 $3.1M
Stanley-Laman Group, Ltd. 0.48% Reduce -16.1% 18,859 $3.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +78.1% 18,594 $3.1M
Xponance LLC 0.03% Add +43.1% 18,225 $3.0M
Federation des caisses Desjardins du Quebec 0.01% Reduce -12.8% 17,923 $3.0M
Illumine Investment Management, LLC 2.41% Reduce -4.2% 17,803 $2.9M
Utah Retirement Systems 0.03% Add +207.2% 17,509 $2.9M
Munro Partners 0.14% Add +88.9% 17,380 $2.9M
Uncommon Cents Investing LLC 0.83% No change 17,120 $2.8M
Toronto Dominion Bank 0.01% Add +2870.3% 17,109 $2.8M
Point72 Europe (London) LLP 0.19% New 16,600 $2.7M
US Bancorp \de 0.00% Reduce -9.5% 16,418 $2.7M
Dynamic Technology Lab Private Ltd 0.38% Add +271.8% 15,989 $2.6M
Teacher Retirement System of Texas 0.01% Reduce -49.7% 15,916 $2.6M
Tidal Investments LLC 0.02% Add +12.4% 15,691 $2.6M
S&co Inc. 0.17% Reduce -2.2% 15,530 $2.6M
Police & Firemen's Retirement System of New Jersey 0.03% No change 15,419 $2.6M
Jain Global LLC 0.05% Reduce -67.0% 15,279 $2.5M
Sumitomo Life Insurance Co. 0.09% Reduce -0.4% 15,215 $2.5M
Bank of Nova Scotia 0.01% Add +13.5% 15,198 $2.5M
Walleye Capital LLC 0.03% Reduce -59.6% 15,149 $2.5M
Corient Private Wealth LP 0.00% Add +70.5% 15,008 $2.5M
Freedom Day Solutions, LLC 0.74% Reduce -2.9% 14,654 $2.4M
Fiduciary Family Office, LLC 0.80% New 14,533 $2.4M
Insight Wealth Strategies, LLC 0.32% Reduce -4.1% 14,479 $2.4M
Massachusetts Financial Services Co. 0.00% Add +109.4% 14,451 $2.4M
Nebula Research & Development LLC 0.21% New 14,021 $2.3M
Militia Capital Partners, LP 1.88% Reduce -32.2% 14,000 $2.3M
Cibc World Market Inc. 0.01% Add +405.8% 13,875 $2.3M
Vanguard Personalized Indexing Management, LLC 0.03% Add +6.3% 13,833 $2.3M
Walleye Trading LLC 0.06% Add +18.6% 13,726 $2.3M
AQR Capital Management 0.00% Add +24.7% 13,704 $2.3M
Pathstone Holdings, LLC 0.01% Add +15.1% 13,672 $2.3M
Osaic Holdings, Inc. 0.01% Add +28.6% 13,664 $2.3M
Exchange Traded Concepts, LLC 0.04% Reduce -28.5% 13,624 $2.3M
Edgestream Partners, L.P. 0.07% Reduce -76.2% 13,263 $2.2M
O'shaughnessy Asset Management, LLC 0.02% Add +18.0% 13,174 $2.2M
Nissay Asset Management Corp. /Japan 0.01% New 13,054 $2.2M
Twinbeech Capital LP 0.04% Add +600.1% 13,050 $2.2M
&partners 0.02% Add +14.6% 12,885 $2.1M
State of Alaska, Department of Revenue 0.02% Add +2.7% 12,756 $2.1M
Sciencast Management LP 0.48% New 12,631 $2.1M
Brevan Howard Capital Management LP 0.06% Reduce -81.7% 12,408 $2.1M
Scientech Research LLC 0.54% Add +26.1% 12,399 $2.1M
Blackhawk Capital Partners, LLC 1.05% Add +28.2% 12,308 $2.0M
Lecap Asset Management Ltd. 0.47% Add +202.6% 12,179 $2.0M
Prudential Financial Inc. 0.00% Add +51.4% 12,161 $2.0M
Franklin Resources Inc. 0.00% Add +37.3% 11,748 $1.9M
Elo Mutual Pension Insurance Co 0.04% New 11,261 $1.9M
Centiva Capital, LP 0.11% Reduce -13.9% 11,201 $1.9M
Capula Management Ltd 0.01% New 11,100 $1.8M
Chase Investment Counsel Corp. 0.67% No change 11,000 $1.8M
LRT Capital Management, LLC 1.24% Reduce -17.3% 10,935 $1.8M
Cubist Systematic Strategies, LLC 0.02% New 10,882 $1.8M
OP Asset Management Ltd 0.03% — 10,795 $1.8M
Public Employees Retirement Association of Colorado 0.01% No change 10,765 $1.8M
Sowell Financial Services LLC 0.08% Reduce -17.8% 10,310 $1.7M
Aspire Private Capital, LLC 0.42% Reduce -24.1% 10,305 $1.7M
MML Investors Services, LLC 0.01% Add +9.3% 10,215 $1.7M
Gator Capital Management, LLC 0.65% No change 10,200 $1.7M
Itau Unibanco Holding S.A. 0.06% Add +19.6% 10,123 $1.7M
Ethic Inc. 0.03% Add +11.6% 9,682 $1.7M
Creative Planning 0.00% Add +1.6% 10,108 $1.7M
Pacer Advisors, Inc. 0.00% Reduce -65.2% 10,097 $1.7M
Janus Henderson Group PLC 0.00% Reduce -81.6% 10,099 $1.7M
Vontobel Holding Ltd. 0.01% Add +94.5% 9,990 $1.7M
Quadrature Capital Ltd 0.04% Reduce -51.4% 9,884 $1.6M
Vident Advisory, LLC 0.02% Add +160.0% 9,728 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Add +50.7% 9,670 $1.6M
Vestcor Inc 0.05% Reduce -24.0% 9,570 $1.6M
Headlands Technologies LLC 0.18% New 9,363 $1.6M
SteelPeak Wealth, LLC 0.07% Add +126.7% 9,297 $1.5M
Mission Wealth Management, LP 0.04% Reduce -18.3% 9,224 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +26.0% 9,172 $1.5M
Connective Capital Management, LLC 1.39% Reduce -3.0% 9,129 $1.5M
Daiwa Securities Group Inc. 0.01% New 9,100 $1.5M
STRS Ohio 0.01% New 9,016 $1.5M
Mariner, LLC 0.00% Add +40.1% 9,006 $1.5M
Silver Oak Securities, Incorporated 0.14% Add +1.4% 9,036 $1.5M
Gardner Lewis Asset Management L P 0.36% New 8,970 $1.5M
Vest Financial, LLC 0.02% New 8,809 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -25.5% 8,698 $1.4M
Cim, LLC 0.21% Add +0.3% 8,634 $1.4M
National Bank of Canada 0.00% Reduce -85.8% 8,631 $1.4M
PNC Financial Services Group, Inc. 0.00% Reduce -9.7% 8,597 $1.4M
Swedbank AB 0.00% New 8,520 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +0.8% 8,512 $1.4M
Dark Forest Capital Management LP 0.06% Add +53.7% 8,462 $1.4M
Caxton Associates LLP 0.05% — 8,358 $1.4M
Securian Asset Management, Inc. 0.04% Add +1.2% 8,331 $1.4M
Investment Management Corp of Ontario 0.03% New 8,185 $1.4M
Virtue Capital Management, LLC 0.16% Add +19.4% 8,193 $1.4M
Captrust Financial Advisors 0.00% Add +29.0% 8,163 $1.4M
Jefferies Financial Group Inc. 0.02% Reduce -41.7% 8,076 $1.3M
Susquehanna Fundamental Investments, LLC 0.02% Reduce -94.1% 8,075 $1.3M
Dumont & Blake Investment Advisors LLC 0.37% Reduce -15.5% 8,027 $1.3M
Prudential PLC 0.01% Add +47.6% 8,013 $1.3M
Bessemer Group Inc. 0.00% Reduce -67.9% 7,980 $1.3M
Candriam S.C.A. 0.01% New 7,884 $1.3M
Sig Brokerage, LP 0.38% New 7,876 $1.3M
Inspire Advisors, LLC 0.15% Reduce -23.7% 7,741 $1.3M
Evelyn Partners Investment Management LLP 0.04% Add +18.7% 30,624 $1.3M
DAVENPORT & Co LLC 0.01% Add +28.7% 7,537 $1.2M
M&T Bank Corp 0.00% Reduce -39.4% 7,510 $1.2M
Mitchell & Pahl Private Wealth, LLC 0.58% Reduce -2.8% 7,478 $1.2M
AE Wealth Management LLC 0.01% Reduce -2.9% 7,314 $1.2M
Kentucky Retirement Systems 0.04% New 7,205 $1.2M
Independent Solutions Wealth Management, LLC 0.27% Reduce -46.4% 7,188 $1.2M
Prelude Capital Management, LLC 0.12% New 7,107 $1.2M
Mercer Global Advisors Inc. 0.00% Add +36.9% 7,097 $1.2M
Kestra Advisory Services, LLC 0.01% Add +31.0% 7,064 $1.2M
Mystic Asset Management, Inc. 0.31% No change 7,050 $1.2M
Bridgeway Capital Management, LLC 0.03% New 7,050 $1.2M
United Services Automobile Association 0.04% New 7,084 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Reduce -58.0% 6,924 $1.1M
Quadrant Capital Group LLC 0.04% Add +143.6% 6,917 $1.1M
Thompson Siegel & Walmsley LLC 0.02% Add +53.3% 6,900 $1.1M
Fragasso Financial Advisors Inc 0.08% New 6,858 $1.1M
Townsquare Capital LLC 0.01% Add +31.1% 6,843 $1.1M
Virtus Investment Advisers, LLC 0.31% New 6,836 $1.1M
Quantinno Capital Management LP 0.01% Add +90.3% 6,835 $1.1M
CENTRAL TRUST Co 0.03% Add +14.1% 6,822 $1.1M
Bokf, NA 0.02% New 6,792 $1.1M
Caldwell Investment Management Ltd. 0.83% No change 6,800 $1.1M
Y-Intercept (Hong Kong) Ltd 0.07% Add +27.2% 6,512 $1.1M
Main Management ETF Advisors, LLC 0.05% Add +1.3% 6,489 $1.1M
Heartland Advisors Inc. 0.06% Reduce -41.6% 6,488 $1.1M
Aviso Financial Inc. 0.05% Reduce -22.1% 6,473 $1.1M
Caas Capital Management LP 0.51% New 6,471 $1.1M
WINTON GROUP Ltd 0.07% New 6,468 $1.1M
Swiss Life Asset Management Ltd 0.01% Add +308.0% 6,450 $1.1M
Eagle Strategies LLC 0.19% New 6,434 $1.1M
Praxis Investment Management Inc. 0.07% New 6,380 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% — 5,023 $1.1M
Aware Super Pty Ltd as trustee of Aware Super 0.02% New 6,288 $1.0M
LVW Advisors, LLC 0.12% Reduce -5.7% 6,255 $1.0M
Concurrent Investment Advisors, LLC 0.03% Add +185.3% 6,236 $1.0M
Avantax Advisory Services, Inc. 0.01% Add +10.5% 6,165 $1.0M
Arkadios Wealth Advisors 0.04% Reduce -0.6% 6,131 $1.0M
Quantitative Investment Management, LLC 0.09% New 6,112 $1.0M
Aigen Investment Management, LP 0.16% Add +148.4% 6,076 $1.0M
Western Financial Corp 0.58% New 6,002 $994K
Gsa Capital Partners LLP 0.09% Add +16.2% 5,914 $979K
DekaBank Deutsche Girozentrale 0.00% No change 6,043 $975K
Sterling Capital Management LLC 0.02% Reduce -6.2% 5,868 $972K
QRG Capital Management, Inc. 0.01% Add +3.7% 5,857 $970K
Compound Planning, Inc. 0.04% Add +1.1% 5,784 $958K
Allstate Corp. 0.03% New 5,676 $940K
Guggenheim Capital LLC 0.01% Add +2.7% 5,646 $935K
AXA S.A. 0.00% New 5,619 $930K
Cresset Asset Management, LLC 0.00% Add +13.6% 5,590 $926K
Orion Porfolio Solutions, LLC 0.01% Add +308.0% 5,582 $924K
Orion Portfolio Solutions, LLC 0.01% Add +308.0% 5,582 $924K
Simplex Trading, LLC 0.03% New 5,566 $921K
Owls Nest Partners IA, LLC 0.22% No change 5,500 $911K
Tower Research Capital LLC (TRC) 0.03% Reduce -6.7% 5,429 $899K
Oppenheimer & Co. Inc. 0.01% Add +257.9% 5,405 $895K
Advisors Asset Management, Inc. 0.02% Add +13.0% 5,281 $874K
Royal London Asset Management Ltd. 0.00% New 5,275 $873K
Impact Capital Partners LLC 0.32% Reduce -0.6% 5,260 $871K
MBM Wealth Consultants, LLC 0.26% Reduce -0.8% 5,217 $864K
Formidable Asset Management, LLC 0.14% Add +8.0% 5,148 $852K
Bridgefront Capital, LLC 0.24% Reduce -3.9% 5,101 $845K
Baird Financial Group, Inc. 0.00% Reduce -27.3% 5,100 $845K
Entropy Technologies, LP 0.08% Reduce -44.0% 5,091 $843K
Raiffeisen Bank International AG 0.01% Add +49.8% 5,116 $843K
GAMCO Investors 0.01% Reduce -0.4% 5,030 $833K
Altshuler Shaham Ltd 0.02% New 5,000 $828K
Williamson Legacy Group, LLC 0.78% Add +180.5% 4,962 $822K
Cibc World Markets Corp. 0.01% New 4,954 $820K
Maryland State Retirement & Pension System 0.02% Reduce -12.5% 4,933 $817K
Pullen Investment Management, LLC 0.51% Reduce -5.8% 4,898 $811K
Gulf International Bank (UK) Ltd 0.03% New 4,843 $801K
Private Advisor Group, LLC 0.00% Add +176.2% 4,762 $789K
Spire Wealth Management 0.03% Add +74.1% 4,761 $788K
Everpar Advisors LLC 0.41% Reduce -11.3% 4,697 $778K
ProShare Advisors LLC 0.00% Reduce -8.9% 4,639 $768K
Panagora Asset Management Inc. 0.00% Add +12.6% 4,615 $764K
Mackenzie Financial Corp. 0.00% Reduce -6.9% 4,605 $763K
Lebenthal Global Advisors, LLC 0.14% Reduce -35.9% 4,604 $762K
Advisor OS, LLC 0.09% Reduce -10.2% 4,539 $752K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 4,516 $747K
Mainstream Capital Management LLC 0.56% New 4,301 $712K
B. Riley Wealth Advisors, Inc. 0.02% Add +38.5% 4,139 $685K
Shelton Capital Management 0.02% Reduce -4.6% 4,111 $681K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +54.4% 4,103 $679K
Delta Investment Management, LLC 0.14% Add +6.8% 4,085 $676K
Venturi Wealth Management, LLC 0.04% Reduce -9.3% 4,079 $675K
Heritage Family Offices, LLP 0.33% Add +28.7% 3,948 $654K
Leonteq Securities AG 0.05% Add +54.4% 3,904 $647K
Bayforest Capital Ltd 0.28% Add +33.5% 3,873 $641K
Strategic Investment Advisors / MI 0.07% Reduce -38.8% 3,785 $627K
Richard P Slaughter Associates Inc 0.15% Reduce -56.0% 3,774 $625K
Harfst & Associates, Inc. 0.14% New 3,667 $607K
Fifth Third Wealth Advisors LLC 0.03% Add +1.1% 3,644 $603K
HighPoint Advisor Group LLC 0.03% Reduce -2.9% 3,485 $599K
Brown Advisory Inc. 0.00% Reduce -0.1% 3,554 $588K
Cottonwood Capital Advisors, LLC 0.43% Reduce -0.8% 3,538 $586K
Caitong International Asset Management Co., Ltd 0.43% Add +1652.2% 3,522 $583K
Maven Securities LTD 0.13% Add +9.4% 3,500 $580K
111 Capital 0.11% Add +176.7% 3,461 $573K
Severin Investments, LLC 0.57% Reduce -4.3% 3,433 $569K
Northwest & Ethical Investments L.P. 0.02% New 3,437 $568K
CIBC Asset Management Inc 0.00% Add +2.7% 3,425 $567K
Griffin Asset Management, Inc. 0.07% Reduce -2.3% 3,400 $563K
Navellier & Associates Inc. 0.08% Reduce -25.1% 3,129 $562K
Lanark Financial, Inc. 0.05% — 3,368 $557K
Financial Strategies Group, Inc. 0.13% Add +23.3% 3,173 $550K
PFG Investments, LLC 0.04% Add +10.0% 3,312 $548K
Pinnacle Wealth Management, LLC 0.61% New 3,287 $544K
New England Research & Management, Inc. 0.27% New 3,250 $538K
Cross Staff Investments Inc 0.39% No change 3,150 $522K
Point72 Hong Kong Ltd 0.04% New 3,149 $521K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.0% 3,134 $519K
Yorktown Management & Research Co Inc 0.56% No change 3,100 $513K
Jones Financial Companies LLLP 0.00% Add +84.2% 3,109 $512K
Kentucky Retirement Systems Insurance Trust Fund 0.04% New 3,069 $508K
Raleigh Capital Management Inc. 0.23% Reduce -32.6% 3,048 $505K
Measured Wealth Private Client Group, LLC 0.16% Add +4.4% 3,012 $499K
Rakuten Investment Management, Inc. 0.00% — 3,004 $495K
Caprock Group, LLC 0.01% Add +0.1% 2,973 $492K
Kestra Investment Management, LLC 0.01% Add +32455.6% 2,930 $484K
Studio Investment Management LLC 0.10% Reduce -9.8% 2,908 $482K
Benjamin Edwards Inc. 0.01% Add +0.3% 2,902 $481K
EverSource Wealth Advisors, LLC 0.03% Add +1.2% 2,888 $478K
Revisor Wealth Management LLC 0.20% Add +33.3% 2,748 $455K
Shell Asset Management Co. 0.02% New 2,718 $450K
Florida Financial Advisors, LLC 0.18% New 2,679 $444K
Fulton Bank, N.A. 0.02% Reduce -19.4% 2,675 $443K
Profund Advisors LLC 0.02% Reduce -1.4% 2,661 $441K
Rafferty Asset Management, LLC 0.00% Reduce -24.9% 2,579 $427K
Fayez Sarofim & Co 0.00% Reduce -11.2% 2,568 $425K
Flagship Harbor Advisors, LLC 0.02% Add +21.3% 2,567 $425K
GAMMA Investing LLC 0.03% Add +34.7% 2,560 $424K
Private Advisory Group LLC 0.05% Reduce -58.6% 2,557 $423K
Crewe Advisors LLC 0.06% No change 2,548 $422K
First Citizens Bank & Trust Co. 0.01% Add +6.4% 2,544 $421K
Oak Thistle LLC 0.08% New 2,537 $420K
Thrive Wealth Management, LLC 0.08% Add +13.7% 2,528 $419K
Wealth Alliance, LLC 0.05% Reduce -11.7% 2,525 $418K
Synergy Financial Group, LTD 0.37% Reduce -6.6% 2,510 $416K
B. Metzler seel. Sohn & Co. AG 0.00% New 2,487 $412K
Joel Isaacson & Co., LLC 0.02% Add +3.3% 2,480 $411K
Freedom Investment Management, Inc. 0.03% Reduce -12.8% 2,423 $401K
Richard W. Paul & Associates, LLC 0.16% Reduce -33.2% 2,402 $398K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -5.3% 2,382 $394K
Axxcess Wealth Management, LLC 0.01% Reduce -7.1% 2,283 $378K
Independent Financial Group, LLC 0.01% Add +83.6% 2,273 $376K
Park Capital Management, LLC / WI 0.43% Add +2.1% 2,223 $368K
HB Wealth Management, LLC 0.00% Add +18.0% 2,220 $368K
Putney Financial Group LLC 0.38% No change 2,207 $365K
Abn Amro Investment Solutions 0.01% New 2,206 $365K
Koshinski Asset Management, Inc. 0.03% Reduce -2.1% 2,205 $365K
ArrowMark Colorado Holdings LLC 0.01% No change 2,200 $364K
UniSuper Management Pty Ltd 0.00% New 2,200 $364K
Fiduciary Trust Co 0.00% Add +40.5% 2,198 $364K
Malaga Cove Capital, LLC 0.16% Add +83.1% 2,197 $364K
Clark Financial Services Group Inc. 0.25% Add +36.1% 2,170 $359K
KG Capital Management 0.12% Reduce -11.1% 2,155 $357K
Ashton Thomas Private Wealth, LLC 0.01% Add +10.8% 2,148 $356K
Aptus Capital Advisors, LLC 0.00% New 2,124 $352K
Hilltop Holdings Inc. 0.02% Reduce -15.2% 2,116 $350K
Hyperion Capital Advisors LP 0.19% Reduce -36.2% 2,113 $350K
Fisher Asset Management 0.00% Add +48.6% 2,093 $347K
Lifestyle Asset Management, Inc. 0.19% Reduce -5.3% 2,073 $343K
ABLE Financial Group, LLC 0.10% Add +27.9% 2,072 $343K
Alps Advisors Inc. 0.00% Reduce -25.6% 2,058 $341K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -29.8% 2,000 $331K
Matisse Capital 0.17% New 2,000 $331K
Investment House LLC 0.02% New 2,000 $331K
E Fund Management Co., Ltd. 0.02% New 2,000 $331K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -15.3% 2,000 $331K
Inceptionr LLC 0.10% Add +58.4% 1,991 $330K
180 Wealth Advisors, LLC 0.05% Add +1.9% 1,991 $330K
Ritholtz Wealth Management 0.01% Add +4.1% 1,987 $329K
Lido Advisors, LLC 0.00% Reduce -2.4% 1,965 $325K
Integrated Advisors Network LLC 0.02% Reduce -48.3% 1,951 $323K
Stephens Inc. 0.00% Reduce -3.6% 1,937 $321K
Metis Global Partners, LLC 0.01% New 1,929 $319K
Old National Bancorp 0.01% Reduce -62.9% 1,848 $306K
Atria Wealth Solutions, Inc. 0.00% Add +30.5% 1,834 $304K
Keybank National Association 0.00% Reduce -38.1% 1,815 $301K
Motley Fool Asset Management LLC 0.02% Add +13.0% 1,812 $300K
CenterBook Partners LP 0.02% New 1,804 $299K
Parallax Volatility Advisers, L.P. 0.01% New 1,802 $298K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -7.0% 1,794 $297K
Brady Martz Wealth Solutions, LLC 0.07% No change 1,791 $297K
Hudson Value Partners, LLC 0.11% New 1,779 $295K
Leuthold Group, LLC 0.04% Reduce -3.3% 1,775 $294K
Hobbs Group Advisors, LLC 0.11% Reduce -6.2% 1,750 $290K
IFP Advisors, Inc 0.01% Reduce -20.9% 1,745 $289K
Nemes Rush Group LLC 0.04% Add +31.7% 1,739 $288K
Meyer Handelman Co. 0.01% No change 1,700 $282K
Skba Capital Management LLC 0.04% Add +37.3% 1,696 $281K
Allworth Financial LP 0.00% Add +19.4% 1,646 $278K
Independent Advisor Alliance 0.01% Add +13.0% 1,669 $276K
Seeds Investor LLC 0.08% Reduce -0.1% 1,645 $272K
Evergreen Capital Management LLC 0.01% Reduce -10.8% 1,642 $272K
IHT Wealth Management, LLC 0.01% Add +12.3% 1,620 $268K
Sagespring Wealth Partners, LLC 0.01% Add +2.9% 1,609 $266K
Equitable Holdings, Inc. 0.00% New 1,605 $266K
Summit Financial, LLC 0.01% Add +9.0% 1,585 $262K
Aspen Grove Capital, LLC 0.05% New 1,576 $261K
Sigma Planning Corp 0.01% Reduce -11.2% 1,558 $258K
Coldstream Capital Management Inc. 0.01% Add +8.3% 1,554 $257K
Norden Group LLC 0.03% Reduce -0.8% 1,540 $255K
Global Endowment Management, LP 0.03% Reduce -54.7% 1,537 $255K
Aureus Asset Management, LLC 0.02% Reduce -19.8% 1,529 $253K
Freestone Capital Holdings, LLC 0.01% Add +2.4% 1,512 $250K
Baader Bank Aktiengesellschaft 0.03% Add +0.8% 1,512 $250K
Forefront Wealth Partners, LLC 0.17% New 1,508 $250K
Advisory Services Network, LLC 0.00% New 1,507 $250K
Focus Partners Wealth 0.00% Reduce -33.1% 1,460 $242K
Private Trust Co. NA 0.02% Add +174.0% 1,444 $239K
NewEdge Advisors, LLC 0.00% Reduce -53.2% 1,388 $230K
Nisa Investment Advisors, LLC 0.00% Reduce -6.8% 1,377 $228K
EntryPoint Capital, LLC 0.10% Reduce -36.7% 1,374 $228K
Harvest Investment Services, LLC 0.06% New 1,374 $228K
Leeward Financial Partners, LLC 0.08% No change 1,371 $227K
Integrated Wealth Concepts LLC 0.00% Reduce -3.1% 1,364 $226K
Midwest Professional Planners, LTD. 0.07% Add +6.9% 1,352 $224K
Wedmont Private Capital 0.01% Add +1.3% 1,297 $222K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.10% Reduce -93.9% 1,339 $222K
Premier Path Wealth Partners, LLC 0.03% No change 1,335 $221K
Verus Capital Partners, LLC 0.02% No change 1,330 $220K
Stratos Investment Management, LLC 0.01% Add +2.8% 1,310 $217K
Petra Financial Advisors Inc. 0.18% New 1,306 $216K
R Squared Ltd 0.23% Add +40.7% 1,280 $212K
GeoWealth Management, LLC 0.01% Reduce -34.7% 1,272 $211K
Cooper Financial Group 0.03% Reduce -29.8% 1,269 $210K
Hamilton Wealth, LLC 0.05% Reduce -26.5% 1,268 $210K
United Capital Financial Advisors, LLC 0.00% Reduce -1.2% 1,261 $209K
Siemens Fonds Invest GmbH 0.01% New 1,257 $208K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,252 $207K
PUREfi Wealth, LLC 0.21% Add +4.2% 1,246 $206K
Fidelis Capital Partners, LLC 0.02% Reduce -1.2% 1,200 $203K
Algert Global LLC 0.01% Reduce -93.7% 1,222 $202K
UMB Bank, n.a. 0.00% Add +136.3% 1,153 $191K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.7% 1,085 $179K
Clearstead Advisors, LLC 0.00% Reduce -51.1% 1,064 $176K
Cwm, LLC 0.00% Add +6.6% 1,062 $176K
Ossiam 0.00% Reduce -62.6% 982 $163K
Point72 (DIFC) Ltd 0.02% New 945 $156K
Acadian Asset Management LLC 0.00% Reduce -93.3% 920 $151K
CVA Family Office, LLC 0.02% Reduce -0.3% 909 $151K
LRI Investments, LLC 0.01% Reduce -46.9% 874 $145K
CIBC Private Wealth Group LLC 0.00% Reduce -10.6% 971 $143K
Signaturefd, LLC 0.00% Reduce -12.7% 854 $141K
Archer Investment Corp 0.04% New 850 $141K
Park Square Financial Group, LLC 0.11% Reduce -26.6% 830 $137K
Western Pacific Wealth Management, LP 0.12% Reduce -27.3% 800 $132K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% New 800 $132K
Harvest Fund Management Co., Ltd 0.01% Reduce -85.3% 790 $131K
Natixis 0.00% New 778 $128K
Ameliora Wealth Management Ltd. 0.05% New 764 $127K
Assetmark, Inc. 0.00% Reduce -5.5% 758 $126K
Principal Securities, Inc. 0.00% No change 708 $125K
GHP Investment Advisors, Inc. 0.01% Reduce -5.9% 739 $122K
Quent Capital, LLC 0.01% Add +0.1% 722 $120K
Farther Finance Advisors, LLC 0.00% Reduce -40.2% 618 $107K
Anchor Investment Management, LLC 0.01% No change 638 $106K
Brown Brothers Harriman & Co. 0.00% Reduce -91.8% 636 $105K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 632 $105K
Ostrum Asset Management 0.01% New 624 $103K
Lindbrook Capital, LLC 0.01% Reduce -1.1% 622 $103K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -11.3% 611 $101K
Bay Harbor Wealth Management, LLC 0.03% Reduce -33.2% 592 $98K
Gen-Wealth Partners Inc 0.04% No change 590 $98K
Penserra Capital Management LLC 0.00% Reduce -94.8% 495 $81K
Accent Capital Management, LLC 0.05% No change 480 $79K
Mirae Asset Global Investments Co., Ltd. 0.00% New 476 $78K
Kessler Investment Group, LLC 0.04% No change 463 $77K
CI Investments Inc. 0.00% Reduce -11.3% 453 $75K
Versant Capital Management, Inc 0.01% Add +149.4% 444 $74K
Smartleaf Asset Management LLC 0.01% Reduce -10.8% 428 $71K
Arax Advisory Partners 0.00% Reduce -6.5% 402 $67K
Pinnacle Financial Partners Inc 0.00% No change 370 $65K
Activest Wealth Management 0.02% Add +0.3% 394 $65K
Cullen/Frost Bankers, Inc. 0.00% Add +240.0% 391 $65K
DT Investment Partners, LLC 0.01% No change 389 $64K
Westpac Banking Corp. 0.00% No change 380 $63K
Covestor Ltd 0.04% Reduce -0.3% 373 $62K
Darwin Wealth Management, LLC 0.02% No change 350 $62K
HM Payson & Co. 0.00% Add +642.0% 371 $61K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5.8% 364 $60K
Atala Financial Inc 0.04% No change 350 $58K
Parallel Advisors, LLC 0.00% Reduce -4.7% 346 $57K
Smithfield Trust Co 0.00% Add +78.5% 341 $57K
Huntington National Bank 0.00% Add +0.3% 340 $56K
Quest 10 Wealth Builders, Inc. 0.06% Reduce -7.6% 339 $56K
Hexagon Capital Partners LLC 0.01% No change 339 $56K
Wilmington Savings Fund Society, FSB 0.00% Reduce -6.2% 316 $52K
Whittier Trust Co. 0.00% No change 316 $52K
Rosenberg Matthew Hamilton 0.01% Add +9.3% 306 $51K
Quarry LP 0.01% Add +486.3% 299 $50K
North Capital, Inc. 0.05% — 295 $49K
SBI Securities Co., Ltd. 0.00% Reduce -13.4% 284 $47K
Optiver Holding B.V. 0.00% New 282 $47K
Hazlett, Burt & Watson, Inc. 0.02% New 275 $45K
Compagnie Lombard Odier SCmA 0.00% New 260 $43K
Adirondack Trust Co. 0.02% No change 250 $41K
Parkside Financial Bank & Trust 0.01% Add +0.4% 246 $41K
Creative Financial Designs Inc. 0.00% Add +0.4% 236 $39K
Rise Advisors, LLC 0.02% Reduce -19.2% 215 $36K
Fortitude Family Office, LLC 0.01% Reduce -26.4% 212 $35K
ASR Vermogensbeheer N.V. 0.00% — 202 $33K
Solstein Capital, LLC 0.02% No change 200 $33K
Nvwm, LLC 0.01% New 200 $33K
City Holding Co. 0.00% New 200 $33K
Sittner & Nelson, LLC 0.01% No change 197 $33K
Bellwether Advisors, LLC 0.01% No change 197 $33K
Rialto Wealth Management, LLC 0.01% No change 188 $31K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 160 $26K
N.E.W. Advisory Services LLC 0.00% New 158 $26K
MAI Capital Management 0.00% Add +9.0% 157 $26K
USA Financial Formulas 0.00% Reduce -93.0% 154 $26K
Private Wealth Asset Management, LLC 0.00% — 145 $24K
Contravisory Investment Management, Inc. 0.00% No change 141 $23K
ORG Partners LLC 0.01% Add +100.0% 116 $20K
Capital Analysts, LLC 0.00% No change 116 $19K
SVB Wealth LLC 0.00% New 113 $19K
Harbour Investments, Inc. 0.00% Add +20.4% 112 $19K
Brooklyn Investment Group 0.00% Add +435.0% 107 $18K
West Branch Capital LLC 0.01% New 105 $17K
American National Bank & Trust 0.00% No change 103 $17K
Harbor Investment Advisory, LLC 0.00% Reduce -50.0% 100 $17K
Meeder Asset Management Inc. 0.00% Add +70.4% 92 $15K
Coastline Trust Co 0.00% No change 85 $14K
AdvisorNet Financial, Inc 0.00% Add +33.9% 79 $13K
Farmers & Merchants Investments Inc. 0.00% Add +94.9% 76 $13K
Mather Group, Llc. 0.00% No change 69 $11K
New Millennium Group LLC 0.01% Reduce -99.5% 68 $11K
First Horizon Advisors, Inc. 0.00% Reduce -1.5% 66 $11K
Larson Financial Group LLC 0.00% Add +13.8% 66 $11K
AlphaQuest LLC 0.00% Reduce -90.5% 64 $11K
Hemington Wealth Management 0.00% Add +227.8% 59 $9K
CoreCap Advisors, LLC 0.00% Reduce -1.9% 52 $9K
Cetera Trust Company, N.A 0.01% No change 50 $8K
HighMark Wealth Management LLC 0.00% Reduce -27.7% 47 $8K
ESL Trust Services, LLC 0.00% No change 46 $8K
Bruce G. Allen Investments, LLC 0.01% No change 45 $7K
Saudi Central Bank 0.04% New 43 $7K
SouthState Bank Corp 0.00% Reduce -29.5% 43 $7K
Lowe Wealth Advisors, LLC 0.00% No change 42 $7K
High Note Wealth, LLC 0.00% No change 42 $7K
CarsonAllaria Wealth Management, Ltd. 0.00% New 40 $7K
Blue Trust, Inc. 0.00% New 39 $6K
NewSquare Capital LLC 0.00% Add +3500.0% 36 $6K
Synergy Investment Management, LLC 0.00% No change 34 $6K
Carolinas Wealth Consulting LLC 0.00% No change 33 $5K
Wolff Wiese Magana LLC 0.00% New 31 $5K
Asset Dedication, LLC 0.00% No change 31 $5K
Colonial Trust Co / SC 0.00% Reduce -51.6% 30 $5K
Noble Wealth Management PBC 0.00% New 30 $5K
Tidemark, LLC 0.00% New 30 $5K
Ancora Advisors LLC 0.00% No change 30 $5K
Horizon Investments, LLC 0.00% No change 29 $5K
Sunbelt Securities, Inc. 0.00% No change 28 $5K
Abound Wealth Management 0.00% No change 28 $5K
Webster Bank, N. A. 0.00% No change 26 $4K
Geneos Wealth Management Inc. 0.00% New 26 $4K
McIlrath & Eck, LLC 0.00% No change 25 $4K
Hantz Financial Services, Inc. 0.00% New 22 $4K
Valued Wealth Advisors LLC 0.00% No change 24 $4K
JFS Wealth Advisors, LLC 0.00% Add +14.3% 24 $4K
Caldwell Sutter Capital, Inc. 0.00% Reduce -20.0% 24 $4K
Beacon Capital Management, LLC 0.00% No change 24 $4K
Ridgewood Investments LLC 0.00% Reduce -59.3% 22 $4K
Bell Investment Advisors, Inc 0.00% No change 21 $3K
True Wealth Design, LLC 0.00% New 16 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 16 $3K
First United Bank & Trust 0.00% New 16 $3K
First Command Advisory Services, Inc. 0.00% New 14 $2K
Rakuten Securities, Inc. 0.00% Add +8.3% 13 $2K
Capital Advisors, Ltd. LLC 0.00% No change 11 $2K
TD Capital Management LLC 0.00% No change 12 $2K
Rothschild Investment LLC 0.00% Add +300.0% 12 $2K
Montag A & Associates Inc. 0.00% Reduce -26.7% 11 $2K
Physician Wealth Advisors, Inc. 0.00% Reduce -21.4% 11 $2K
Roxbury Financial LLC 0.00% Reduce -99.2% 9 $2K
Painted Porch Advisors LLC 0.00% No change 10 $2K
Investment Counsel Co. of Nevada 0.00% No change 9 $1K
Orion Capital Management LLC 0.00% No change 9 $1K
Principia Wealth Advisory, LLC 0.00% Add +300.0% 8 $1K
Cromwell Holdings LLC 0.00% New 8 $1K
Financial Management Professionals, Inc. 0.00% No change 8 $1K
Breakwater Investment Management 0.00% No change 7 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 7 $1K
Lazard Asset Management LLC 0.00% Add +133.3% 7 $1K
Prestige Wealth Management Group LLC 0.00% No change 6 $994
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $994
Bare Financial Services, Inc 0.00% New 5 $828
HHM Wealth Advisors, LLC 0.00% No change 4 $663
SJS Investment Consulting Inc. 0.00% Reduce -20.0% 4 $663
Global Financial Private Client, LLC 0.00% Add +100.0% 4 $662
Cornerstone Planning Group LLC 0.00% New 4 $647
WealthTrak Capital Management LLC 0.00% No change 3 $497
MV Capital Management, Inc. 0.00% New 2 $332
CBIZ Investment Advisory Services, LLC 0.00% New 2 $331
Parkworth Wealth Management, Inc. 0.00% No change 1 $166
Highline Wealth Partners LLC 0.00% New 1 $166
HFM Investment Advisors, LLC 0.00% — 1 $166
TFC Financial Management, Inc. 0.00% No change 1 $166
Ogorek Anthony Joseph /NY/ 0.00% New 6 $0
Avion Wealth 0.00% New 2 $0

"% of holder's portfolio" is IBKR's weight in each manager's 13F, not the share of Interactive Brokers Gro Class A the manager owns.