Samsara Inc. Class AIOT
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 516 institutions reported holding Samsara Inc. Class A (IOT) in their 13F filings, up 27 from Q2 2025. 105 opened new positions and 76 sold out. The largest holders were Baillie Gifford & Co. ($1.5B), Vanguard Group Inc. ($1.1B) and BlackRock, Inc. ($821.7M). 9 famous investors held it, including Gavin Baker (0.7% of Atreides Management's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Samsara Inc. Class A
- CUSIP
- 79589L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $640.8M |
| Exits | 76 | $335.4M |
All 13F filers, Q2 2025 → Q3 2025: 52,812,159 shares bought and 38,159,112 shares sold, net +14,653,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 516 holders
| Baillie Gifford & Co. | 1.14% | Reduce -5.6% | 41,451,960 | $1.5B |
| Vanguard Group Inc. | 0.02% | Add +6.9% | 29,716,700 | $1.1B |
| BlackRock, Inc. | 0.01% | Add +6.1% | 22,058,340 | $821.7M |
| Morgan Stanley | 0.05% | Add +28.6% | 21,859,249 | $814.3M |
| Sands Capital Management, LLC | 2.11% | Add +6.4% | 20,518,332 | $764.3M |
| T. Rowe Price Associates Inc. | 0.07% | Reduce -16.9% | 17,191,270 | $640.4M |
| FMR LLC | 0.02% | Add +11.9% | 11,535,397 | $429.7M |
| General Catalyst Group Management, LLC | 11.34% | Reduce -22.8% | 9,250,880 | $344.6M |
| Brown Advisory Inc. | 0.38% | New | 7,891,949 | $294.0M |
| Goldman Sachs Group Inc. | 0.04% | Add +12.3% | 7,477,030 | $278.5M |
| State Street Corp. | 0.01% | Add +6.5% | 5,975,734 | $222.6M |
| Geode Capital Management, LLC | 0.01% | Add +7.9% | 5,260,848 | $195.4M |
| Squarepoint Ops LLC | 0.38% | Add +4458.3% | 4,740,596 | $176.6M |
| Westfield Capital Management Co. LP | 0.59% | Add +7.1% | 3,801,787 | $141.6M |
| Artisan Partners Limited Partnership | 0.20% | Reduce -7.0% | 3,688,535 | $137.4M |
| Baron Capital (BAMCO) | 0.33% | Add +23.7% | 3,378,831 | $125.9M |
| Wellington Management Group LLP | 0.02% | Add +363.2% | 3,181,099 | $118.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -24.7% | 3,005,344 | $111.9M |
| Voya Investment Management LLC | 0.12% | Add +64.9% | 2,906,747 | $108.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +8.4% | 2,800,609 | $104.3M |
| Jordan Park Trust Co LLC | 89.96% | No change | 2,487,301 | $92.7M |
| Citadel Advisors | 0.08% | Add +5.0% | 2,469,499 | $92.0M |
| Amundi | 0.03% | Reduce -8.9% | 2,118,451 | $84.9M |
| Spyglass Capital Management LLC | 4.37% | New | 2,200,165 | $82.0M |
| Nordea Investment Management AB | 0.07% | Add +9044.6% | 2,077,481 | $75.2M |
| Bank of America Corp. | 0.01% | Add +29.9% | 1,877,332 | $69.9M |
| Royal Bank of Canada | 0.01% | Add +79.6% | 1,850,867 | $68.9M |
| Millennium Management | 0.06% | Reduce -17.6% | 1,814,345 | $67.6M |
| American Century Companies Inc. | 0.03% | Add +13.7% | 1,786,790 | $66.6M |
| Northern Trust Corp. | 0.01% | Add +3.7% | 1,781,037 | $66.3M |
| Bessemer Group Inc. | 0.10% | Add +19.9% | 1,728,322 | $64.4M |
| Summit Partners Public Asset Management, LLC | 2.07% | Add +46.5% | 1,702,405 | $63.4M |
| JPMorgan Chase & Co. | 0.00% | Add +20.6% | 1,664,688 | $62.0M |
| Legal & General Group Plc | 0.01% | Add +20.1% | 1,612,303 | $60.1M |
| UBS Group AG | 0.01% | Reduce -60.6% | 1,492,082 | $55.6M |
| Alliancebernstein L.P. | 0.02% | Reduce -6.3% | 1,476,002 | $55.0M |
| Soma Equity Partners LP | 2.64% | New | 1,414,008 | $52.7M |
| Freestone Grove Partners LP | 0.39% | Add +435.6% | 1,401,983 | $52.2M |
| TimesSquare Capital Management, LLC | 0.72% | Reduce -5.2% | 1,357,583 | $50.6M |
| PointState Capital LP | 0.81% | New | 1,203,282 | $44.8M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -43.5% | 1,135,533 | $43.3M |
| Janus Henderson Group PLC | 0.02% | Add +31.0% | 1,148,165 | $42.8M |
| Mission Creek Capital Partners, Inc. | 8.07% | Add +1.6% | 1,095,722 | $40.8M |
| Deutsche Bank AG | 0.01% | Add +51.5% | 1,091,580 | $40.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -14.0% | 1,028,306 | $38.3M |
| GC Wealth Management RIA, LLC | 1.25% | Add +7334.6% | 1,020,402 | $38.0M |
| Zevenbergen Capital Investments LLC | 0.72% | Add +4.5% | 998,029 | $37.2M |
| First Trust Advisors LP | 0.03% | Add +78.8% | 951,085 | $35.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Reduce -14.6% | 937,362 | $34.9M |
| Jennison Associates LLC | 0.02% | Reduce -85.3% | 892,263 | $33.2M |
| Federated Hermes, Inc. | 0.06% | Add +0.4% | 862,024 | $32.1M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -69.7% | 841,912 | $31.4M |
| Swiss National Bank | 0.02% | Reduce -5.2% | 817,200 | $30.4M |
| Blair William & Co. | 0.08% | Reduce -0.9% | 786,781 | $29.3M |
| Ieq Capital, LLC | 0.09% | Add +7.4% | 784,791 | $29.2M |
| Comerica Bank | 0.11% | Add +29.8% | 775,439 | $28.9M |
| Lmdagg, L.L.C. | 38.55% | No change | 773,194 | $28.8M |
| Sei Investments Co. | 0.03% | Add +16.1% | 723,207 | $26.9M |
| KBC Group NV | 0.06% | Add +593.8% | 716,633 | $26.7M |
| Creative Planning | 0.02% | Add +374.8% | 715,750 | $26.7M |
| Atreides Management | 0.69% | New | 711,215 | $26.5M |
| Canada Pension Plan Investment Board | 0.02% | Add +0.3% | 653,800 | $24.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +34.0% | 629,592 | $23.5M |
| Sands Capital Alternatives, LLC | 4.89% | Add +36.6% | 598,914 | $22.3M |
| Pinegrove Venture Partners, LLC | 65.31% | Add +46.0% | 556,582 | $20.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +1.4% | 556,473 | $20.7M |
| CI Investments Inc. | 0.07% | Reduce -0.6% | 541,575 | $20.2M |
| Cubist Systematic Strategies, LLC | 0.28% | New | 535,140 | $19.9M |
| Nuveen, LLC | 0.01% | Add +27.6% | 534,234 | $19.9M |
| Westwind Capital | 4.09% | Add +1.0% | 525,687 | $19.6M |
| Exchange Traded Concepts, LLC | 0.18% | Add +26.6% | 511,396 | $19.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +606.0% | 509,554 | $19.0M |
| AQR Capital Management | 0.01% | Reduce -26.8% | 503,080 | $18.6M |
| Man Group plc | 0.04% | Reduce -26.4% | 480,454 | $17.9M |
| Rhumbline Advisers | 0.01% | Reduce -0.9% | 450,542 | $16.8M |
| Victory Capital Management Inc. | 0.01% | Add +6.5% | 435,486 | $16.2M |
| Citigroup Inc. | 0.01% | Add +26.5% | 417,705 | $15.6M |
| 1832 Asset Management L.P. | 0.03% | Reduce -55.1% | 416,660 | $15.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.0% | 413,449 | $15.4M |
| California State Teachers Retirement System | 0.02% | Reduce -3.9% | 410,603 | $15.3M |
| Worldquant Millennium Advisors LLC | 0.06% | Add +716.8% | 403,585 | $15.0M |
| Marshall Wace, LLP | 0.02% | Add +473.4% | 394,867 | $14.7M |
| Bienville Capital Management, LLC | 2.80% | New | 394,200 | $14.7M |
| California Public Employees Retirement System | 0.01% | Reduce -15.8% | 365,280 | $13.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -3.3% | 363,981 | $13.6M |
| Engineers Gate Manager LP | 0.15% | Reduce -21.1% | 361,419 | $13.5M |
| Quantinno Capital Management LP | 0.04% | Add +53.0% | 355,584 | $13.2M |
| Aquatic Capital Management LLC | 0.25% | New | 354,814 | $13.2M |
| Invesco Ltd. | 0.00% | Reduce -90.8% | 351,324 | $13.1M |
| Ensign Peak Advisors, Inc | 0.02% | Add +78.8% | 340,045 | $12.7M |
| LBP Am SA | 0.14% | Add +13.9% | 313,987 | $11.7M |
| Capital Fund Management S.A. | 0.12% | Reduce -16.6% | 313,929 | $11.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -6.5% | 309,864 | $11.5M |
| Wells Fargo & Company | 0.00% | Add +17.1% | 299,817 | $11.2M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | New | 298,753 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Add +64.8% | 297,748 | $11.1M |
| STRS Ohio | 0.04% | Add +45.5% | 295,124 | $11.0M |
| Neuberger Berman Group LLC | 0.01% | Add +18.2% | 273,635 | $10.2M |
| Glynn Capital Management LLC | 2.98% | New | 253,793 | $9.5M |
| Trexquant Investment LP | 0.09% | Reduce -27.7% | 246,433 | $9.2M |
| Conrad N. Hilton Foundation | 10.25% | Add +17.0% | 234,542 | $8.7M |
| Integrated Wealth Concepts LLC | 0.08% | Add +0.0% | 234,256 | $8.7M |
| Barclays PLC | 0.00% | Add +14.2% | 231,352 | $8.6M |
| Teachers Retirement System of the State of Kentucky | 0.06% | Add +0.9% | 229,044 | $8.5M |
| Aptus Capital Advisors, LLC | 0.08% | Add +0.0% | 223,542 | $8.3M |
| Pathstone Holdings, LLC | 0.03% | Add +59.1% | 211,872 | $7.9M |
| Insight Holdings Group, LLC | 0.48% | New | 207,200 | $7.7M |
| Storebrand Asset Management As | 0.02% | Reduce -9.8% | 198,521 | $7.4M |
| Aviva PLC | 0.01% | Add +6.8% | 195,879 | $7.3M |
| LPL Financial LLC | 0.00% | Add +49.8% | 189,487 | $7.1M |
| TD Asset Management Inc | 0.01% | Reduce -14.8% | 182,385 | $6.8M |
| OneDigital Investment Advisors LLC | 0.07% | Add +184.2% | 180,153 | $6.7M |
| State of Wisconsin Investment Board | 0.02% | Reduce -3.8% | 177,761 | $6.6M |
| Mariner, LLC | 0.01% | Reduce -4.4% | 171,040 | $6.4M |
| Raymond James Financial Inc. | 0.00% | Add +225.8% | 169,858 | $6.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +8.9% | 168,496 | $6.3M |
| Hamilton Lane Advisors LLC | 3.58% | Reduce -17.5% | 167,153 | $6.2M |
| Verition Fund Management LLC | 0.04% | Add +65.9% | 160,232 | $6.0M |
| Wealth Dimensions Group, Ltd. | 1.20% | Add +0.7% | 157,148 | $5.9M |
| Ravenswood Partners LP | 1.79% | — | 151,692 | $5.7M |
| Caden Capital Partners, LP | 2.32% | Reduce -53.4% | 150,000 | $5.6M |
| Forsta Ap-Fonden | 0.03% | Reduce -20.8% | 148,600 | $5.5M |
| Zweig-DiMenna Associates LLC | 0.42% | No change | 145,800 | $5.4M |
| Adams Street Partners LLC | 3.54% | Reduce -73.7% | 145,408 | $5.4M |
| Agf Management Ltd. | 0.02% | Reduce -66.3% | 142,850 | $5.3M |
| Hudson Bay Capital Management LP | 0.04% | New | 135,379 | $5.0M |
| DNB Asset Management AS | 0.02% | Add +63.9% | 131,967 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Add +18.8% | 127,700 | $4.8M |
| PDT Partners, LLC | 0.30% | Reduce -45.4% | 125,759 | $4.7M |
| Slow Capital, Inc. | 0.55% | Reduce -0.3% | 125,477 | $4.7M |
| Vident Advisory, LLC | 0.04% | Add +815.2% | 122,748 | $4.6M |
| HSBC Holdings PLC | 0.00% | Add +27.7% | 123,615 | $4.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.8% | 120,618 | $4.5M |
| KLP Kapitalforvaltning As | 0.02% | Add +0.3% | 113,900 | $4.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -56.0% | 110,000 | $4.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +2.0% | 108,915 | $4.1M |
| Danske Bank A/S | 0.01% | Reduce -14.6% | 108,802 | $4.1M |
| Catalyst Private Wealth, LLC | 1.77% | Add +0.8% | 108,435 | $4.0M |
| Korea Investment CORP | 0.01% | Reduce -46.6% | 107,253 | $4.0M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 106,400 | $4.0M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -14.3% | 104,400 | $3.9M |
| Gotham Asset Management | 0.02% | New | 99,369 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.2% | 99,168 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.5% | 99,095 | $3.7M |
| UNC Management Company, Inc. | 0.41% | New | 98,160 | $3.7M |
| Brighton Jones LLC | 0.09% | Reduce -66.4% | 97,654 | $3.6M |
| Royal Fund Management, LLC | 0.43% | Reduce -0.3% | 96,657 | $3.6M |
| Wolverine Trading, LLC | 0.07% | Reduce -34.5% | 95,321 | $3.5M |
| Paragon Capital Management Ltd | 0.64% | Add +23.7% | 90,089 | $3.4M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +0.5% | 89,510 | $3.3M |
| Thornburg Investment Management Inc. | 0.04% | Add +12.6% | 87,174 | $3.2M |
| Two Sigma Advisers, LP | 0.01% | Add +359.4% | 85,900 | $3.2M |
| Alps Advisors Inc. | 0.02% | Add +18.4% | 85,563 | $3.2M |
| Arizona State Retirement System | 0.02% | Add +1.6% | 84,571 | $3.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | No change | 84,267 | $3.1M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +2.0% | 84,206 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.6% | 83,811 | $3.1M |
| Covea Finance | 0.11% | Add +26.6% | 81,000 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | Add +14.4% | 80,400 | $3.0M |
| IMC-Chicago, LLC | 0.05% | Add +334.1% | 79,654 | $3.0M |
| Hanson & Doremus Investment Management | 0.36% | Reduce -6.5% | 77,825 | $2.9M |
| Arkadios Wealth Advisors | 0.07% | Add +13.1% | 76,585 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 73,836 | $2.8M |
| Investment Management Corp of Ontario | 0.04% | Add +938.5% | 72,695 | $2.7M |
| Point72 Asset Management | 0.01% | New | 71,916 | $2.7M |
| Inspire Investing, LLC | 0.25% | New | 67,966 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.2% | 66,855 | $2.5M |
| Quantbot Technologies LP | 0.07% | Add +9688.4% | 65,778 | $2.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +8.3% | 65,239 | $2.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +226.9% | 65,122 | $2.4M |
| RFG Advisory, LLC | 0.05% | Add +290.3% | 64,704 | $2.4M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -91.2% | 63,265 | $2.4M |
| Delta Global Management LP | 0.17% | New | 62,375 | $2.3M |
| Sit Investment Associates Inc. | 0.05% | No change | 62,115 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +100.3% | 60,566 | $2.3M |
| Lazard Freres Gestion S.A.S. | 0.04% | New | 60,000 | $2.2M |
| Bayesian Capital Management, LP | 0.45% | New | 59,752 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.9% | 59,219 | $2.2M |
| Xponance LLC | 0.02% | Add +5.0% | 58,242 | $2.2M |
| Employees Retirement System of Texas | 0.02% | Reduce -2.9% | 57,553 | $2.1M |
| Sterling Capital Management LLC | 0.03% | Reduce -54.3% | 56,947 | $2.1M |
| Temasek Holdings (Private) Ltd | 0.01% | Reduce -23.2% | 56,930 | $2.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Reduce -22.3% | 55,900 | $2.1M |
| IFM Investors Pty Ltd | 0.02% | Add +5.0% | 54,510 | $2.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -13.8% | 54,457 | $2.0M |
| Alpine Woods Capital Investors, LLC | 0.47% | New | 54,410 | $2.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +17.2% | 53,869 | $2.0M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | New | 53,124 | $2.0M |
| Bank of Montreal | 0.00% | Reduce -50.3% | 52,809 | $2.0M |
| Eventide Asset Management, LLC | 0.03% | Add +49.5% | 52,598 | $2.0M |
| Cerity Partners LLC | 0.00% | Reduce -16.7% | 51,520 | $1.9M |
| TrueMark Investments, LLC | 0.33% | Reduce -7.7% | 51,281 | $1.9M |
| Pitcairn Co. | 0.15% | Add +207.9% | 51,144 | $1.9M |
| Jane Street Group, LLC | 0.00% | New | 50,634 | $1.9M |
| GLOBALT Investments LLC / GA | 0.07% | Reduce -5.0% | 49,845 | $1.9M |
| Jasper Ridge Partners, L.P. | 0.04% | Add +45.6% | 47,163 | $1.8M |
| Toronto Dominion Bank | 0.00% | Reduce -10.7% | 46,361 | $1.7M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 45,739 | $1.7M |
| IFG Advisory, LLC | 0.08% | Add +31.2% | 44,442 | $1.7M |
| Polar Asset Management Partners Inc. | 0.05% | New | 43,950 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.1% | 43,256 | $1.6M |
| Point72 Hong Kong Ltd | 0.07% | New | 42,448 | $1.6M |
| Krane Funds Advisors LLC | 0.04% | Add +277.4% | 43,074 | $1.6M |
| Mission Wealth Management, LP | 0.03% | Reduce -0.0% | 41,709 | $1.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -9.1% | 40,741 | $1.5M |
| AustralianSuper Pty Ltd | 0.01% | Add +16.4% | 40,603 | $1.5M |
| Bridgefront Capital, LLC | 0.41% | New | 37,788 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -19.3% | 37,264 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -14.1% | 37,139 | $1.4M |
| Acadian Asset Management LLC | 0.00% | Add +53.8% | 37,070 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -32.0% | 36,714 | $1.4M |
| Allen Operations LLC | 0.16% | Add +53.2% | 36,020 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +356.3% | 36,017 | $1.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.4% | 35,923 | $1.3M |
| Knollwood Investment Advisory, LLC | 0.12% | Add +115.5% | 35,135 | $1.3M |
| Regions Financial Corp. | 0.01% | New | 34,878 | $1.3M |
| Obsidian Cio, LLC | 0.17% | Reduce -0.8% | 34,570 | $1.3M |
| Hershey Trust Co. | 0.01% | Add +22.6% | 34,420 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -5.7% | 33,907 | $1.3M |
| Carnegie Investment Counsel | 0.02% | Reduce -56.5% | 33,445 | $1.2M |
| Cim, LLC | 0.16% | Add +1.0% | 32,700 | $1.2M |
| Malaga Cove Capital, LLC | 0.42% | New | 31,187 | $1.2M |
| Rakuten Investment Management, Inc. | 0.00% | — | 13,767 | $1.2M |
| Entropy Technologies, LP | 0.09% | New | 31,008 | $1.2M |
| Kieckhefer Group LLC | 0.54% | Add +0.4% | 31,000 | $1.2M |
| Brandywine Managers, LLC | 1.11% | No change | 30,970 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +47.3% | 30,547 | $1.1M |
| Essex Investment Management Co. LLC | 0.17% | Add +162.3% | 30,363 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 30,141 | $1.1M |
| Shelton Capital Management | 0.02% | Add +49.8% | 30,065 | $1.1M |
| Versor Investments LP | 0.21% | New | 30,000 | $1.1M |
| OP Asset Management Ltd | 0.01% | No change | 29,684 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -8.1% | 29,240 | $1.1M |
| Summit Financial, LLC | 0.02% | New | 29,068 | $1.1M |
| Aigen Investment Management, LP | 0.17% | Reduce -1.7% | 28,854 | $1.1M |
| Swedbank AB | 0.00% | Reduce -8.6% | 28,609 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +59.6% | 28,870 | $1.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 28,424 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.8% | 28,345 | $1.1M |
| Cinctive Capital Management LP | 0.05% | Reduce -83.8% | 28,074 | $1.0M |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -0.4% | 27,818 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.3% | 26,947 | $1.0M |
| Boothbay Fund Management, LLC | 0.03% | New | 26,936 | $1.0M |
| Swiss Life Asset Management Ltd | 0.01% | Add +7.1% | 25,947 | $967K |
| Choate Investment Advisors | 0.02% | Add +21.9% | 25,946 | $966K |
| Perbak Capital Partners LLP | 0.17% | Add +213.5% | 25,855 | $963K |
| Two Sigma Investments, LP | 0.00% | Reduce -71.0% | 25,547 | $952K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 25,316 | $943K |
| Qsemble Capital Management, LP | 0.09% | Reduce -64.8% | 25,314 | $943K |
| Vishria Bird Financial Group, LLC | 0.18% | Add +61.5% | 25,122 | $936K |
| Banque Cantonale Vaudoise | 0.04% | New | 25,109 | $935K |
| Evercore Wealth Management, LLC | 0.01% | New | 25,000 | $931K |
| Bokf, NA | 0.01% | Add +81.4% | 24,711 | $920K |
| Candriam S.C.A. | 0.00% | Add +3.4% | 24,181 | $901K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -81.4% | 23,800 | $887K |
| Captrust Financial Advisors | 0.00% | Add +80.7% | 23,585 | $879K |
| US Bancorp \de | 0.00% | Reduce -0.4% | 23,508 | $876K |
| Lexington Partners L.P. | 0.26% | New | 23,454 | $874K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -3.5% | 22,904 | $853K |
| Impact Investors, Inc | 0.56% | Reduce -12.9% | 22,839 | $851K |
| HighTower Advisors, LLC | 0.00% | Add +10.4% | 22,698 | $846K |
| Graham Capital Management, L.P. | 0.05% | Reduce -74.1% | 22,462 | $837K |
| Windmill Hill Asset Management Ltd | 0.22% | Add +3.6% | 22,456 | $836K |
| Amalgamated Bank | 0.01% | Add +7.2% | 21,634 | $806K |
| Franklin Resources Inc. | 0.00% | Reduce -85.2% | 21,316 | $794K |
| K.J. Harrison & Partners Inc | 0.11% | New | 20,000 | $783K |
| Jefferies Financial Group Inc. | 0.01% | Add +1.6% | 20,995 | $782K |
| Plato Investment Management Ltd | 0.05% | Add +35.1% | 20,662 | $764K |
| Machina Capital S.A.S. | 0.13% | New | 19,914 | $742K |
| Corient Private Wealth LP | 0.00% | Reduce -50.0% | 19,723 | $735K |
| NewEdge Wealth, LLC | 0.01% | Add +30.8% | 18,592 | $720K |
| AG2R La Mondiale Gestion D'actifs | 0.04% | No change | 17,878 | $711K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -20.3% | 18,299 | $709K |
| Assetmark, Inc. | 0.00% | Add +1096.5% | 18,965 | $706K |
| Mackenzie Financial Corp. | 0.00% | Add +5.4% | 18,824 | $701K |
| Prosperity Financial Group, Inc. | 0.25% | Add +7.8% | 18,594 | $693K |
| Banco Santander, S.A. | 0.01% | New | 18,402 | $685K |
| Ostrum Asset Management | 0.03% | Add +64.3% | 18,383 | $685K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 18,210 | $678K |
| Azzad Asset Management Inc. | 0.07% | New | 18,210 | $678K |
| Park Avenue Securities LLC | 0.01% | Add +127.1% | 17,817 | $664K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.6% | 17,749 | $661K |
| Point72 (DIFC) Ltd | 0.05% | New | 17,742 | $661K |
| MetLife Investment Management, LLC | 0.00% | Add +3.0% | 17,176 | $640K |
| Concentrum Wealth Management | 0.18% | Reduce -2.0% | 17,009 | $634K |
| SG Americas Securities, LLC | 0.00% | Add +12.0% | 16,903 | $630K |
| Kentucky Retirement Systems | 0.02% | New | 16,843 | $627K |
| Triumph Capital Management | 0.17% | Reduce -37.5% | 16,800 | $626K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.1% | 16,738 | $623K |
| Raiffeisen Bank International AG | 0.01% | Reduce -88.3% | 16,621 | $619K |
| Perigon Wealth Management, LLC | 0.01% | Add +7.3% | 16,547 | $616K |
| D. E. Shaw & Co. | 0.00% | Reduce -53.6% | 16,367 | $610K |
| Motley Fool Asset Management LLC | 0.03% | Add +79.4% | 16,218 | $604K |
| Oak Thistle LLC | 0.09% | New | 15,998 | $596K |
| Beacon Investment Advisors LLC | 0.24% | Add +26.2% | 15,836 | $590K |
| Advisors Asset Management, Inc. | 0.01% | Add +128.5% | 15,829 | $590K |
| Prudential Financial Inc. | 0.00% | Reduce -15.6% | 15,810 | $589K |
| Citizens Financial Group Inc. | 0.01% | Add +129.3% | 15,608 | $581K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 15,568 | $580K |
| Prudential PLC | 0.00% | New | 15,517 | $578K |
| Empowered Funds, LLC | 0.01% | Add +11.7% | 15,016 | $559K |
| Staley Capital Advisers Inc. | 0.02% | No change | 15,000 | $559K |
| Lido Advisors, LLC | 0.00% | Add +48.2% | 14,940 | $557K |
| SCS Capital Management LLC | 0.01% | No change | 14,900 | $555K |
| Meiji Yasuda Life Insurance Co | 0.02% | Add +19.9% | 14,741 | $549K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -12.9% | 14,654 | $546K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -6.7% | 14,625 | $545K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -1.6% | 14,565 | $543K |
| Assenagon Asset Management S.A. | 0.00% | Add +8.0% | 14,522 | $541K |
| Utah Retirement Systems | 0.01% | No change | 14,181 | $528K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -85.1% | 14,054 | $524K |
| PNC Financial Services Group, Inc. | 0.00% | Add +86.7% | 14,007 | $522K |
| Lazard Asset Management LLC | 0.00% | Add +2.0% | 13,971 | $520K |
| Credit Agricole S A | 0.00% | — | 13,398 | $499K |
| Independent Financial Group, LLC | 0.01% | Reduce -3.4% | 13,394 | $499K |
| Maryland State Retirement & Pension System | 0.01% | No change | 13,039 | $486K |
| First Bank & Trust | 0.08% | New | 13,026 | $485K |
| Sender Co & Partners, Inc. | 0.19% | Reduce -25.2% | 12,954 | $483K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.6% | 12,782 | $476K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +63.3% | 12,720 | $474K |
| Redwood Wealth Management Group, LLC | 0.20% | Add +9.6% | 12,600 | $469K |
| Schroder Investment Management Group | 0.00% | Add +66.3% | 12,479 | $464K |
| Stonegate Investment Group, LLC | 0.01% | No change | 12,300 | $458K |
| Aberdeen Group plc | 0.00% | Add +88.0% | 12,135 | $452K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 11,986 | $446K |
| Rockefeller Capital Management L.P. | 0.00% | New | 11,868 | $442K |
| Ritholtz Wealth Management | 0.01% | Add +1.0% | 11,847 | $441K |
| Avior Wealth Management, LLC | 0.01% | Add +21.0% | 11,716 | $436K |
| Guggenheim Capital LLC | 0.00% | Add +24.5% | 11,514 | $429K |
| Quantitative Investment Management, LLC | 0.06% | New | 11,445 | $426K |
| Atria Investments, Inc | 0.00% | New | 11,363 | $423K |
| Fifth Third Bancorp | 0.00% | Add +1137.3% | 11,198 | $417K |
| Summit Trail Advisors, LLC | 0.01% | New | 11,061 | $412K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.4% | 10,969 | $409K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.0% | 10,903 | $406K |
| Parkwood LLC | 0.04% | No change | 10,693 | $398K |
| Allstate Corp. | 0.01% | New | 10,678 | $398K |
| Cresset Asset Management, LLC | 0.00% | New | 10,389 | $387K |
| Bank of Nova Scotia | 0.00% | New | 10,372 | $386K |
| Oak Ridge Investments LLC | 0.02% | Add +0.5% | 10,288 | $383K |
| Runnymede Capital Advisors, Inc. | 0.31% | No change | 10,200 | $380K |
| CIBC Bancorp USA Inc. | 0.00% | — | 10,164 | $379K |
| Macquarie Group Ltd. | 0.00% | No change | 9,891 | $368K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,856 | $367K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,474 | $366K |
| Asahi Life Asset Management Co., LTD. | 0.20% | New | 9,802 | $365K |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -60.1% | 9,766 | $364K |
| Lombard Odier Asset Management (USA) Corp | 0.10% | New | 9,745 | $363K |
| Intech Investment Management LLC | 0.00% | Reduce -43.6% | 9,715 | $362K |
| Legal Advantage Investments, Inc. | 0.16% | Reduce -3.0% | 9,700 | $361K |
| Calamos Advisors LLC | 0.00% | Reduce -73.9% | 9,693 | $361K |
| SVB Wealth LLC | 0.02% | Reduce -4.0% | 9,636 | $359K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -14.4% | 9,548 | $356K |
| Retirement Planning Co of New England, Inc. | 0.14% | Add +54.5% | 9,453 | $352K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,435 | $351K |
| Blue Trust, Inc. | 0.00% | Add +3.8% | 9,415 | $351K |
| Moran Wealth Management, LLC | 0.01% | New | 9,350 | $348K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -32.1% | 9,253 | $345K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.1% | 9,213 | $343K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -15.8% | 9,177 | $342K |
| DRW Securities, LLC | 0.02% | New | 9,186 | $342K |
| PEAK6 LLC | 0.01% | Reduce -82.0% | 8,834 | $329K |
| Oxford Asset Management LLP | 0.11% | Reduce -67.2% | 8,819 | $329K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -27.7% | 8,814 | $328K |
| Institute for Wealth Management, LLC. | 0.03% | Add +14.7% | 8,739 | $326K |
| Point72 Europe (London) LLP | 0.02% | New | 8,730 | $325K |
| TD Private Client Wealth LLC | 0.01% | New | 8,670 | $323K |
| Voya Financial Advisors, Inc. | 0.03% | New | 8,626 | $321K |
| Intellectus Partners, LLC | 0.06% | New | 8,529 | $318K |
| PharVision Advisers, LLC | 0.18% | New | 8,510 | $317K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -4.2% | 8,310 | $310K |
| Sunbelt Securities, Inc. | 0.02% | New | 8,280 | $308K |
| Principal Financial Group Inc. | 0.00% | Reduce -42.1% | 7,976 | $297K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +23.6% | 7,959 | $296K |
| Tidal Investments LLC | 0.00% | Reduce -69.5% | 7,928 | $295K |
| Left Brain Wealth Management, LLC | 0.09% | No change | 7,650 | $285K |
| Sigma Planning Corp | 0.01% | Reduce -40.8% | 7,605 | $283K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -54.6% | 7,525 | $280K |
| Janney Capital Management LLC | 0.02% | Reduce -2.6% | 7,465 | $278K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | New | 7,335 | $273K |
| Juncture Wealth Strategies, LLC | 0.09% | Reduce -31.9% | 7,282 | $271K |
| Cibc World Market Inc. | 0.00% | Add +20.5% | 7,195 | $268K |
| KRS Capital Management, LLC | 0.16% | Add +5.9% | 7,171 | $267K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | New | 7,060 | $263K |
| APG Asset Management US Inc. | 0.00% | No change | 6,877 | $262K |
| Phoenix Financial Ltd. | 0.00% | New | 7,000 | $261K |
| Rakuten Securities, Inc. | 0.10% | Reduce -73.2% | 6,976 | $260K |
| Praxis Investment Management Inc. | 0.02% | No change | 6,920 | $258K |
| Clarius Group, LLC | 0.01% | Add +24.2% | 6,771 | $252K |
| Mount Lucas Management LP | 0.11% | Reduce -7.2% | 6,735 | $251K |
| R Squared Ltd | 0.10% | New | 6,381 | $238K |
| Cwm, LLC | 0.00% | Add +426.4% | 6,327 | $236K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,093 | $227K |
| Arcadia Investment Management Corp. | 0.03% | No change | 6,000 | $224K |
| CIBC Asset Management Inc | 0.00% | No change | 5,923 | $221K |
| Voleon Capital Management LP | 0.01% | New | 5,880 | $219K |
| Johns Hopkins University | 0.01% | Reduce -89.9% | 5,830 | $217K |
| Synovus Financial Corp. | 0.00% | Add +3.8% | 5,780 | $215K |
| Vontobel Holding Ltd. | 0.00% | Add +6.5% | 5,724 | $213K |
| Vinva Investment Management Ltd | 0.00% | Reduce -74.6% | 5,477 | $204K |
| Magnetar Financial LLC | 0.00% | New | 5,372 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +302.1% | 5,303 | $198K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +8.8% | 5,046 | $188K |
| Canton Hathaway, LLC | 0.04% | No change | 5,000 | $186K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +2192.5% | 4,585 | $171K |
| Vestcor Inc | 0.00% | No change | 4,391 | $164K |
| National Pension Service | 0.00% | New | 4,310 | $161K |
| Turim 21 Investimentos Ltda. | 0.05% | New | 4,277 | $159K |
| Principal Securities, Inc. | 0.00% | Add +154.1% | 4,223 | $157K |
| UMB Bank, n.a. | 0.00% | Add +120.5% | 4,199 | $156K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -18.1% | 4,056 | $151K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 3,978 | $148K |
| Covestor Ltd | 0.07% | New | 3,459 | $129K |
| Nemes Rush Group LLC | 0.01% | Add +4.7% | 3,343 | $125K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -55.4% | 2,653 | $99K |
| Quarry LP | 0.02% | Add +95.1% | 2,528 | $94K |
| Montag A & Associates Inc. | 0.00% | Add +0.4% | 2,476 | $92K |
| FIL Ltd | 0.00% | No change | 2,436 | $91K |
| National Bank of Canada | 0.00% | Reduce -26.8% | 2,289 | $87K |
| Jones Financial Companies LLLP | 0.00% | Add +73.5% | 2,216 | $84K |
| StepStone Group LP | 0.04% | Reduce -83.1% | 2,060 | $77K |
| FNY Investment Advisers, LLC | 0.03% | Reduce -23.5% | 2,046 | $76K |
| Leonteq Securities AG | 0.00% | Add +69.0% | 2,028 | $76K |
| Family Legacy Financial Solutions, LLC | 0.06% | Add +100.0% | 2,000 | $75K |
| AlphaQuest LLC | 0.00% | Reduce -1.8% | 1,959 | $73K |
| Spire Wealth Management | 0.00% | Reduce -75.2% | 1,754 | $65K |
| Penserra Capital Management LLC | 0.00% | Add +0.3% | 1,590 | $58K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 1,400 | $52K |
| Allworth Financial LP | 0.00% | Add +15.2% | 1,346 | $50K |
| IFP Advisors, Inc | 0.00% | Add +194.4% | 1,254 | $47K |
| Optiver Holding B.V. | 0.00% | Add +953.1% | 1,169 | $44K |
| Ulland Investment Advisors, LLC | 0.03% | Reduce -40.2% | 1,130 | $42K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 1,000 | $37K |
| Parallel Advisors, LLC | 0.00% | Add +4.3% | 916 | $34K |
| Versant Capital Management, Inc | 0.00% | Add +6078.6% | 865 | $32K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -94.5% | 721 | $27K |
| Signaturefd, LLC | 0.00% | Reduce -14.6% | 716 | $27K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 700 | $26K |
| GAMMA Investing LLC | 0.00% | Add +26.9% | 622 | $23K |
| NewEdge Advisors, LLC | 0.00% | Add +8.7% | 622 | $23K |
| Keystone Financial Group, Inc. | 0.01% | No change | 600 | $22K |
| Clearstead Advisors, LLC | 0.00% | Reduce -34.8% | 600 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.4% | 552 | $21K |
| Ossiam | 0.00% | Reduce -66.5% | 512 | $19K |
| Larson Financial Group LLC | 0.00% | Add +144.9% | 507 | $19K |
| Financially Speaking Inc | 0.01% | No change | 500 | $19K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 490 | $18K |
| Reyes Financial Architecture, Inc. | 0.01% | New | 441 | $16K |
| Rothschild Investment LLC | 0.00% | Add +1356.7% | 437 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +52.1% | 432 | $16K |
| Advisory Services Network, LLC | 0.00% | New | 386 | $14K |
| Silicon Valley Capital Partners | 0.00% | No change | 324 | $12K |
| Global Wealth Strategies & Associates | 0.00% | No change | 300 | $11K |
| Walleye Capital LLC | 0.00% | Reduce -98.3% | 292 | $11K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -48.3% | 265 | $10K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +478.4% | 214 | $8K |
| MAI Capital Management | 0.00% | No change | 210 | $8K |
| Strive Asset Management, LLC | 0.00% | New | 200 | $7K |
| Groupe la Francaise | 0.00% | New | 235 | $7K |
| Global Retirement Partners, LLC | 0.00% | Add +265.7% | 128 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 125 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.1% | 109 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -18.8% | 108 | $4K |
| Hemington Wealth Management | 0.00% | Reduce -22.8% | 125 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 100 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $4K |
| SouthState Bank Corp | 0.00% | Add +675.0% | 93 | $3K |
| Valued Wealth Advisors LLC | 0.00% | New | 90 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -23.3% | 89 | $3K |
| Arax Advisory Partners | 0.00% | New | 84 | $3K |
| CVA Family Office, LLC | 0.00% | Reduce -63.4% | 82 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +2.9% | 71 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 66 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 63 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 59 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 59 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +293.3% | 59 | $2K |
| Manchester Capital Management LLC | 0.00% | Add +612.5% | 57 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 56 | $2K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 30 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 51 | $2K |
| Imprint Wealth LLC | 0.01% | — | 50 | $2K |
| Aspect Partners, LLC | 0.00% | New | 48 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 46 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 46 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 40 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | Add +100.0% | 40 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 35 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -17.1% | 34 | $1K |
| Private Trust Co. NA | 0.00% | No change | 34 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 31 | $1K |
| Wealthspire Advisors, LLC | 0.00% | New | 29 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 34 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -10.3% | 26 | $969 |
| Pineridge Advisors LLC | 0.00% | New | 25 | $931 |
| Guerra Advisors Inc | 0.00% | New | 23 | $857 |
| Quadrant Capital Group LLC | 0.00% | New | 17 | $634 |
| North Star Investment Management Corp. | 0.00% | New | 15 | $559 |
| Breakwater Investment Management | 0.00% | New | 14 | $522 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -13.3% | 13 | $470 |
| MV Capital Management, Inc. | 0.00% | New | 11 | $410 |
| True Wealth Design, LLC | 0.00% | Reduce -91.7% | 10 | $373 |
| Parkside Financial Bank & Trust | 0.00% | New | 10 | $373 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 9 | $335 |
| Pacer Advisors, Inc. | 0.00% | Add +14.3% | 8 | $298 |
| Tortoise Investment Management, LLC | 0.00% | New | 7 | $261 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -28.6% | 5 | $186 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 5 | $186 |
| Quent Capital, LLC | 0.00% | New | 5 | $186 |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $149 |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 4 | $149 |
| Seneschal Advisors, LLC | 0.00% | New | 3 | $112 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -62.5% | 3 | $112 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 3 | $112 |
| Quaker Wealth Management, LLC | 0.00% | No change | 1 | $38 |
| Avion Wealth | 0.00% | Reduce -35.0% | 26 | $0 |
"% of holder's portfolio" is IOT's weight in each manager's 13F, not the share of Samsara Inc. Class A the manager owns.