Samsara Inc. Class AIOT
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 546 institutions reported holding Samsara Inc. Class A (IOT) in their 13F filings, up 30 from Q3 2025. 73 opened new positions and 58 sold out. The largest holders were Baillie Gifford & Co. ($1.7B), Vanguard Group Inc. ($1.2B) and BlackRock, Inc. ($888.1M). 7 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $207.2M |
| Exits | 58 | $316.3M |
All 13F filers, Q3 2025 → Q4 2025: 50,743,647 shares bought and 37,208,684 shares sold, net +13,534,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 546 holders
| Baillie Gifford & Co. | 1.40% | Add +15.0% | 47,660,513 | $1.7B |
| Vanguard Group Inc. | 0.02% | Add +11.5% | 33,134,549 | $1.2B |
| BlackRock, Inc. | 0.02% | Add +13.6% | 25,052,828 | $888.1M |
| Sands Capital Management, LLC | 2.06% | Reduce -6.8% | 19,123,318 | $677.9M |
| Morgan Stanley | 0.04% | Reduce -12.8% | 19,068,362 | $676.0M |
| FMR LLC | 0.03% | Add +40.4% | 16,195,674 | $574.1M |
| T. Rowe Price Associates Inc. | 0.06% | Reduce -16.4% | 14,370,027 | $509.4M |
| Goldman Sachs Group Inc. | 0.06% | Add +58.9% | 11,878,180 | $421.1M |
| Brown Advisory Inc. | 0.55% | Add +42.1% | 11,213,972 | $397.5M |
| State Street Corp. | 0.01% | Add +15.8% | 6,920,219 | $245.3M |
| Wellington Management Group LLP | 0.04% | Add +97.1% | 6,269,398 | $222.3M |
| Geode Capital Management, LLC | 0.01% | Add +17.8% | 6,196,703 | $219.0M |
| Baron Capital (BAMCO) | 0.40% | Add +21.9% | 4,120,031 | $146.1M |
| Squarepoint Ops LLC | 0.29% | Reduce -13.6% | 4,096,647 | $145.2M |
| Westfield Capital Management Co. LP | 0.58% | Add +4.0% | 3,953,970 | $140.2M |
| Jordan Park Trust Co LLC | 93.10% | Add +54.1% | 3,833,929 | $135.9M |
| Norges Bank | 0.01% | — | 3,594,216 | $127.4M |
| Voya Investment Management LLC | 0.14% | Add +16.2% | 3,377,886 | $119.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +16.8% | 3,270,663 | $115.9M |
| 1832 Asset Management L.P. | 0.13% | Add +572.7% | 2,802,707 | $99.4M |
| Nordea Investment Management AB | 0.08% | Add +18.8% | 2,467,232 | $88.2M |
| Spyglass Capital Management LLC | 4.16% | Add +6.7% | 2,346,995 | $83.2M |
| Amundi | 0.02% | Add +2.0% | 2,160,851 | $76.6M |
| Northern Trust Corp. | 0.01% | Add +17.7% | 2,096,606 | $74.3M |
| General Catalyst Group Management, LLC | 31.97% | Reduce -78.4% | 2,000,000 | $70.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -36.2% | 1,917,216 | $68.0M |
| Bank of America Corp. | 0.00% | Add +2.1% | 1,915,947 | $67.9M |
| Legal & General Group Plc | 0.01% | Add +11.8% | 1,803,101 | $63.9M |
| Alliancebernstein L.P. | 0.02% | Add +20.0% | 1,770,861 | $62.8M |
| PointState Capital LP | 1.05% | Add +44.4% | 1,737,068 | $61.6M |
| Soma Equity Partners LP | 3.48% | Add +18.9% | 1,681,389 | $59.6M |
| a16z Perennial Management, L.P. | 4.67% | New | 1,662,155 | $58.9M |
| Bessemer Group Inc. | 0.09% | Reduce -6.2% | 1,621,933 | $57.5M |
| American Century Companies Inc. | 0.03% | Reduce -12.6% | 1,561,107 | $55.3M |
| Summit Partners Public Asset Management, LLC | 1.54% | Reduce -9.3% | 1,544,499 | $54.8M |
| Blair William & Co. | 0.13% | Add +68.2% | 1,322,946 | $46.9M |
| TimesSquare Capital Management, LLC | 0.70% | Reduce -2.8% | 1,320,028 | $46.8M |
| Deutsche Bank AG | 0.01% | Add +16.6% | 1,272,891 | $45.1M |
| Cosmic Management, LLC | 13.72% | — | 1,255,944 | $44.5M |
| UBS Group AG | 0.01% | Reduce -16.4% | 1,247,184 | $44.2M |
| Alyeska Investment Group, L.P. | 0.12% | New | 1,233,257 | $43.7M |
| Royal Bank of Canada | 0.01% | Reduce -33.6% | 1,228,832 | $43.6M |
| Janus Henderson Group PLC | 0.02% | Add +1.1% | 1,160,784 | $41.1M |
| Bank of New York Mellon Corp | 0.01% | Add +6.9% | 1,098,898 | $39.0M |
| GC Wealth Management RIA, LLC | 1.42% | Add +7.0% | 1,091,876 | $38.7M |
| Citadel Advisors | 0.03% | Reduce -56.2% | 1,082,208 | $38.4M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -4.1% | 1,089,261 | $36.9M |
| Freestone Grove Partners LP | 0.27% | Reduce -26.0% | 1,037,767 | $36.8M |
| Jennison Associates LLC | 0.02% | Add +11.3% | 993,356 | $35.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +4.5% | 979,852 | $34.7M |
| Canada Pension Plan Investment Board | 0.02% | Add +48.9% | 973,700 | $34.5M |
| Swiss National Bank | 0.02% | Add +16.6% | 953,000 | $33.8M |
| First Trust Advisors LP | 0.02% | Reduce -4.4% | 909,437 | $32.2M |
| Sei Investments Co. | 0.03% | Add +23.8% | 895,138 | $31.7M |
| Invesco Ltd. | 0.00% | Add +153.1% | 889,290 | $31.5M |
| Zevenbergen Capital Investments LLC | 0.68% | Reduce -13.5% | 863,551 | $30.6M |
| Federated Hermes, Inc. | 0.05% | Reduce -7.0% | 801,679 | $28.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +47.8% | 753,174 | $26.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -15.9% | 708,175 | $25.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.9% | 666,580 | $23.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +13.5% | 631,491 | $22.4M |
| Nuveen, LLC | 0.01% | Add +16.6% | 622,883 | $22.1M |
| Marshall Wace, LLP | 0.02% | Add +41.7% | 559,629 | $19.8M |
| Ieq Capital, LLC | 0.06% | Reduce -28.7% | 559,399 | $19.8M |
| Exchange Traded Concepts, LLC | 0.16% | Add +8.3% | 553,866 | $19.6M |
| Nippon Life Global Investors Americas, Inc. | 0.78% | New | 531,310 | $18.8M |
| Westwind Capital | 3.70% | Reduce -2.8% | 510,821 | $18.1M |
| Point72 Asset Management | 0.03% | Add +610.1% | 510,686 | $18.1M |
| California State Teachers Retirement System | 0.02% | Add +19.9% | 492,460 | $17.5M |
| Rhumbline Advisers | 0.01% | Add +6.8% | 481,026 | $17.1M |
| Russell Investments Group, Ltd. | 0.02% | Add +31.7% | 479,201 | $17.0M |
| Sands Capital Alternatives, LLC | 3.19% | Reduce -22.2% | 466,190 | $16.5M |
| Victory Capital Management Inc. | 0.01% | Add +6.0% | 461,728 | $16.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +14.3% | 472,788 | $16.0M |
| California Public Employees Retirement System | 0.01% | Add +14.6% | 418,485 | $14.8M |
| Quantinno Capital Management LP | 0.03% | Add +9.5% | 389,285 | $13.8M |
| ExodusPoint Capital Management, LP | 0.15% | New | 383,365 | $13.6M |
| Citigroup Inc. | 0.01% | Reduce -21.5% | 327,912 | $11.6M |
| Twinbeech Capital LP | 0.80% | New | 318,325 | $11.3M |
| LPL Financial LLC | 0.00% | Add +62.9% | 308,623 | $10.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -81.5% | 308,414 | $10.9M |
| Bienville Capital Management, LLC | 1.73% | Reduce -22.2% | 306,830 | $10.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -2.3% | 302,653 | $10.8M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -12.7% | 296,951 | $10.5M |
| Capital Fund Management S.A. | 0.10% | Reduce -6.1% | 294,850 | $10.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1514.6% | 295,461 | $10.3M |
| Susquehanna Portfolio Strategies, LLC | 0.16% | Reduce -4.0% | 286,693 | $10.2M |
| Vident Advisory, LLC | 0.09% | Add +130.5% | 282,957 | $10.0M |
| Raymond James Financial Inc. | 0.00% | Add +66.3% | 282,448 | $10.0M |
| Teachers Retirement System of the State of Kentucky | 0.07% | Add +22.9% | 281,544 | $10.0M |
| LBP Am SA | 0.11% | Reduce -11.1% | 279,247 | $9.9M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +136.4% | 260,000 | $9.2M |
| BNP Paribas Financial Markets | 0.01% | Add +156.8% | 254,509 | $9.0M |
| Pathstone Holdings, LLC | 0.03% | Add +18.5% | 251,029 | $8.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +41.4% | 238,300 | $8.4M |
| Woodline Partners LP | 0.03% | New | 236,137 | $8.4M |
| Captrust Financial Advisors | 0.02% | Add +877.1% | 230,448 | $8.2M |
| Creative Planning | 0.01% | Reduce -67.9% | 229,889 | $8.1M |
| Storebrand Asset Management As | 0.02% | Add +15.3% | 228,834 | $8.1M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -2.9% | 227,541 | $8.1M |
| Aptus Capital Advisors, LLC | 0.07% | Add +0.0% | 223,637 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.7% | 221,309 | $7.8M |
| Glynn Capital Management LLC | 2.66% | Reduce -14.1% | 218,067 | $7.7M |
| Barclays PLC | 0.00% | Reduce -6.6% | 216,149 | $7.7M |
| Aviva PLC | 0.01% | Add +8.9% | 213,409 | $7.6M |
| LMR Partners LLP | 0.10% | New | 213,188 | $7.6M |
| OneDigital Investment Advisors LLC | 0.07% | Add +16.9% | 210,534 | $7.5M |
| State of Wisconsin Investment Board | 0.02% | Add +17.4% | 208,733 | $7.4M |
| Wells Fargo & Company | 0.00% | Reduce -30.8% | 207,607 | $7.4M |
| TD Asset Management Inc | 0.01% | Add +7.8% | 196,537 | $7.0M |
| Gotham Asset Management | 0.03% | Add +94.4% | 193,198 | $6.8M |
| SG Americas Securities, LLC | 0.01% | Add +1027.5% | 190,578 | $6.8M |
| AQR Capital Management | 0.00% | Reduce -62.6% | 187,912 | $6.7M |
| Insight Holdings Group, LLC | 0.49% | Reduce -9.9% | 186,640 | $6.6M |
| iA Global Asset Management Inc. | 0.08% | New | 183,450 | $6.5M |
| PFA Pension, Forsikringsaktieselskab | 0.02% | — | 169,512 | $6.1M |
| Wealth Dimensions Group, Ltd. | 1.11% | Add +0.0% | 157,207 | $5.6M |
| Ravenswood Partners LP | 1.79% | Reduce -0.3% | 151,184 | $5.4M |
| Asset Management One Co., Ltd. | 0.01% | Add +38.6% | 144,707 | $5.2M |
| New York State Common Retirement Fund | 0.01% | Add +15.3% | 147,200 | $5.2M |
| Zweig-DiMenna Associates LLC | 0.37% | No change | 145,800 | $5.2M |
| DNB Asset Management AS | 0.02% | Add +9.3% | 144,307 | $5.1M |
| Mariner, LLC | 0.01% | Reduce -18.2% | 139,905 | $5.0M |
| Danske Bank A/S | 0.01% | Add +28.2% | 139,459 | $4.9M |
| KBC Group NV | 0.01% | Reduce -80.7% | 138,403 | $4.9M |
| Lord, Abbett & Co. LLC | 0.02% | New | 134,992 | $4.8M |
| Pictet Asset Management Holding SA | 0.00% | Add +20.7% | 131,462 | $4.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +8.4% | 130,787 | $4.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Add +52.3% | 128,297 | $4.5M |
| Qsemble Capital Management, LP | 0.36% | Add +390.5% | 124,172 | $4.4M |
| PDT Partners, LLC | 0.28% | Reduce -1.5% | 123,859 | $4.4M |
| Slow Capital, Inc. | 0.51% | Reduce -3.7% | 120,871 | $4.3M |
| Focus Partners Wealth | 0.00% | Add +220.8% | 119,556 | $4.2M |
| HSBC Holdings PLC | 0.00% | Reduce -4.8% | 117,626 | $4.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +17.2% | 116,231 | $4.1M |
| KLP Kapitalforvaltning As | 0.02% | Add +1.1% | 115,100 | $4.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +26.8% | 113,510 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | New | 110,233 | $3.9M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Add +1.4% | 107,897 | $3.8M |
| Massachusetts Institute of Technology | 0.51% | New | 107,455 | $3.8M |
| Tidal Investments LLC | 0.02% | Add +1235.2% | 105,854 | $3.8M |
| Catalyst Private Wealth, LLC | 1.63% | Reduce -3.0% | 105,153 | $3.7M |
| Two Sigma Investments, LP | 0.01% | Add +302.6% | 102,852 | $3.6M |
| STRS Ohio | 0.01% | Reduce -65.6% | 101,500 | $3.6M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +18.8% | 100,032 | $3.6M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.03% | — | 98,774 | $3.5M |
| Arizona State Retirement System | 0.02% | Add +13.3% | 95,827 | $3.4M |
| Public Employees Retirement System of Ohio | 0.01% | Add +12.1% | 93,951 | $3.3M |
| Covea Finance | 0.11% | Add +13.1% | 91,600 | $3.2M |
| Thornburg Investment Management Inc. | 0.04% | Add +4.8% | 91,335 | $3.2M |
| RFG Advisory, LLC | 0.06% | Add +39.4% | 90,181 | $3.2M |
| Verition Fund Management LLC | 0.02% | Reduce -44.3% | 89,308 | $3.2M |
| Handelsbanken Fonder AB | 0.01% | Add +9.9% | 88,400 | $3.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -68.1% | 87,289 | $3.1M |
| Paragon Capital Management Ltd | 0.60% | Reduce -7.4% | 83,389 | $3.0M |
| Trexquant Investment LP | 0.03% | Reduce -66.7% | 82,009 | $2.9M |
| Hamilton Lane Advisors LLC | 1.58% | Reduce -51.5% | 81,133 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +352.8% | 80,361 | $2.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +19.7% | 78,065 | $2.8M |
| Forsta Ap-Fonden | 0.02% | Reduce -47.4% | 78,200 | $2.8M |
| Hanson & Doremus Investment Management | 0.33% | Add +0.1% | 77,898 | $2.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +42.4% | 77,523 | $2.7M |
| Employees Retirement System of Texas | 0.03% | Add +34.0% | 77,120 | $2.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Add +37.6% | 76,900 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +23.3% | 74,663 | $2.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | New | 74,120 | $2.6M |
| Carnegie Investment Counsel | 0.05% | Add +118.2% | 72,980 | $2.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +7.3% | 71,740 | $2.5M |
| Man Group plc | 0.00% | Reduce -85.2% | 71,095 | $2.5M |
| Sit Investment Associates Inc. | 0.05% | Add +13.2% | 70,320 | $2.5M |
| Xponance LLC | 0.02% | Add +20.6% | 70,238 | $2.5M |
| Inspire Investing, LLC | 0.22% | Add +3.2% | 70,139 | $2.5M |
| Alps Advisors Inc. | 0.01% | Reduce -19.7% | 68,714 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +15.5% | 68,407 | $2.4M |
| Sciencast Management LP | 0.33% | New | 66,894 | $2.4M |
| Arkadios Wealth Advisors | 0.05% | Reduce -12.9% | 66,707 | $2.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +2.2% | 66,557 | $2.4M |
| Eurizon Capital SGR S.p.A. | 0.01% | — | 65,660 | $2.3M |
| IFM Investors Pty Ltd | 0.02% | Add +19.4% | 65,073 | $2.3M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | Add +16.1% | 61,696 | $2.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +50.8% | 61,432 | $2.2M |
| Dynamic Technology Lab Private Ltd | 0.49% | Add +404.7% | 60,490 | $2.1M |
| XTX Topco Ltd | 0.06% | New | 60,289 | $2.1M |
| Lazard Freres Gestion S.A.S. | 0.04% | No change | 60,000 | $2.1M |
| Eventide Asset Management, LLC | 0.03% | Add +12.5% | 59,177 | $2.1M |
| Sterling Capital Management LLC | 0.03% | Add +3.3% | 58,823 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +6.7% | 57,468 | $2.0M |
| Toronto Dominion Bank | 0.00% | Add +19.9% | 55,612 | $2.0M |
| Bradley Foster & Sargent Inc. | 0.03% | New | 54,495 | $1.9M |
| Investment Management Corp of Ontario | 0.03% | Reduce -26.1% | 53,724 | $1.9M |
| Landscape Capital Management, L.L.C. | 0.12% | New | 50,469 | $1.8M |
| Lido Advisors, LLC | 0.01% | Add +231.4% | 49,510 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +63.9% | 50,079 | $1.8M |
| Regions Financial Corp. | 0.01% | Add +39.4% | 48,627 | $1.7M |
| GLOBALT Investments LLC / GA | 0.06% | Reduce -3.9% | 47,903 | $1.7M |
| Expect Equity LLC | 1.40% | New | 47,846 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +10.1% | 47,639 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +148.5% | 47,121 | $1.7M |
| Fieldview Capital Management, LLC | 0.27% | New | 45,240 | $1.6M |
| IFG Advisory, LLC | 0.07% | Add +0.8% | 44,814 | $1.6M |
| Fox Run Management, L.L.C. | 0.24% | New | 44,714 | $1.6M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +23.8% | 44,473 | $1.6M |
| TrueMark Investments, LLC | 0.30% | Reduce -14.0% | 44,094 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +6936.8% | 43,769 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -15.4% | 43,575 | $1.5M |
| Korea Investment CORP | 0.00% | Reduce -59.4% | 43,553 | $1.5M |
| Malaga Cove Capital, LLC | 0.52% | Add +35.4% | 42,230 | $1.5M |
| Krane Funds Advisors LLC | 0.05% | Reduce -2.2% | 42,141 | $1.5M |
| Mission Wealth Management, LP | 0.03% | Add +0.0% | 41,714 | $1.5M |
| AustralianSuper Pty Ltd | 0.01% | No change | 40,603 | $1.4M |
| First Bank & Trust | 0.23% | Add +210.5% | 40,446 | $1.4M |
| Walleye Capital LLC | 0.01% | Add +13637.0% | 40,112 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -24.1% | 40,065 | $1.4M |
| Temasek Holdings (Private) Ltd | 0.00% | Reduce -30.1% | 39,821 | $1.4M |
| Sender Co & Partners, Inc. | 0.80% | Add +207.4% | 39,816 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +99.7% | 39,382 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +6.7% | 38,435 | $1.4M |
| Essex Investment Management Co. LLC | 0.20% | Add +21.8% | 36,982 | $1.3M |
| OP Asset Management Ltd | 0.02% | Add +24.2% | 36,856 | $1.3M |
| Allen Operations LLC | 0.16% | Add +83.3% | 66,020 | $1.3M |
| Knollwood Investment Advisory, LLC | 0.12% | No change | 35,135 | $1.2M |
| Alberta Investment Management Corp | 0.01% | New | 35,000 | $1.2M |
| Acadian Asset Management LLC | 0.00% | Reduce -5.5% | 35,038 | $1.2M |
| Candriam S.C.A. | 0.01% | Add +44.3% | 34,891 | $1.2M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 34,272 | $1.2M |
| Cim, LLC | 0.16% | Add +4.1% | 34,050 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +15.8% | 33,437 | $1.2M |
| Comerica Bank | 0.00% | Reduce -95.7% | 33,285 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +86.2% | 33,179 | $1.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -10.7% | 32,799 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Add +105.7% | 32,565 | $1.2M |
| Brandywine Managers, LLC | 0.54% | No change | 30,970 | $1.1M |
| Kieckhefer Group LLC | 0.52% | Reduce -0.3% | 30,900 | $1.1M |
| Shelton Capital Management | 0.02% | No change | 30,065 | $1.1M |
| K.J. Harrison & Partners Inc | 0.14% | Add +50.0% | 30,000 | $1.1M |
| Daiwa Securities Group Inc. | 0.00% | Add +25.2% | 29,800 | $1.1M |
| Summit Financial, LLC | 0.02% | Add +1.4% | 29,487 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +28.5% | 29,176 | $1.0M |
| Swiss Life Asset Management Ltd | 0.01% | Add +12.4% | 29,160 | $1.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 28,424 | $1.0M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 28,345 | $1.0M |
| Capstone Capital Management Ltd | 0.94% | — | 27,623 | $979K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -0.9% | 27,580 | $978K |
| PNC Financial Services Group, Inc. | 0.00% | Add +96.8% | 27,560 | $977K |
| Oxford Asset Management LLP | 0.34% | Add +210.5% | 27,380 | $971K |
| Redwood Wealth Management Group, LLC | 0.41% | Add +116.5% | 27,275 | $967K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.8% | 27,160 | $963K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +18.5% | 27,145 | $962K |
| AG2R La Mondiale Gestion D'actifs | 0.04% | Add +51.8% | 27,138 | $962K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +6.8% | 27,039 | $959K |
| Allstate Corp. | 0.01% | Add +153.1% | 27,022 | $958K |
| Franklin Resources Inc. | 0.00% | Add +26.7% | 27,007 | $957K |
| CI Investments Inc. | 0.00% | Reduce -95.1% | 26,773 | $949K |
| Raiffeisen Bank International AG | 0.01% | Add +56.9% | 26,081 | $938K |
| Amalgamated Bank | 0.01% | Add +22.1% | 26,420 | $937K |
| US Bancorp \de | 0.00% | Add +11.1% | 26,110 | $926K |
| Choate Investment Advisors | 0.02% | No change | 25,946 | $920K |
| FirstWave Capital Management LLC | 0.54% | — | 25,714 | $912K |
| Swedbank AB | 0.00% | Reduce -11.1% | 25,435 | $902K |
| Evercore Wealth Management, LLC | 0.01% | Add +0.9% | 25,215 | $894K |
| Abn Amro Investment Solutions | 0.01% | New | 24,768 | $878K |
| Bank of Nova Scotia | 0.00% | Add +137.5% | 24,636 | $873K |
| Alpine Woods Capital Investors, LLC | 0.21% | Reduce -54.9% | 24,564 | $871K |
| Mackenzie Financial Corp. | 0.00% | Add +23.8% | 23,299 | $837K |
| Stifel Financial Corp. | 0.00% | Reduce -19.5% | 23,534 | $834K |
| Royal Fund Management, LLC | 0.08% | Reduce -75.7% | 23,500 | $833K |
| Jasper Ridge Partners, L.P. | 0.02% | Reduce -50.8% | 23,183 | $822K |
| Jefferies Financial Group Inc. | 0.01% | Add +7.5% | 22,576 | $800K |
| Windmill Hill Asset Management Ltd | 0.19% | No change | 22,456 | $796K |
| Calamos Advisors LLC | 0.00% | Add +131.6% | 22,444 | $796K |
| Cresset Asset Management, LLC | 0.00% | Add +111.7% | 21,989 | $779K |
| Machina Capital S.A.S. | 0.14% | Add +6.0% | 21,114 | $748K |
| NewEdge Wealth, LLC | 0.01% | Add +11.5% | 20,727 | $735K |
| MetLife Investment Management, LLC | 0.00% | Add +17.4% | 20,160 | $715K |
| Prosperity Financial Group, Inc. | 0.26% | Add +8.1% | 20,091 | $712K |
| Capelight Capital Asset Management LP | 0.73% | — | 20,000 | $709K |
| Plato Investment Management Ltd | 0.05% | Reduce -3.7% | 19,896 | $709K |
| Magnetar Financial LLC | 0.01% | Add +253.0% | 18,963 | $672K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +28.2% | 18,784 | $666K |
| TD Private Client Wealth LLC | 0.01% | Add +113.0% | 18,470 | $655K |
| IMC-Chicago, LLC | 0.01% | Reduce -76.9% | 18,433 | $653K |
| Banco Santander, S.A. | 0.00% | No change | 18,402 | $652K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +9.3% | 18,293 | $649K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 18,210 | $646K |
| Atria Investments, Inc | 0.01% | Add +58.7% | 18,030 | $639K |
| Perigon Wealth Management, LLC | 0.01% | Add +8.8% | 18,008 | $638K |
| Engineers Gate Manager LP | 0.01% | Reduce -95.1% | 17,654 | $626K |
| Azzad Asset Management Inc. | 0.06% | Reduce -5.5% | 17,199 | $610K |
| Concentrum Wealth Management | 0.17% | Reduce -0.3% | 16,964 | $601K |
| Kentucky Retirement Systems | 0.02% | No change | 16,843 | $597K |
| Maryland State Retirement & Pension System | 0.01% | Add +29.1% | 16,839 | $597K |
| Virtu Financial LLC | 0.02% | New | 16,668 | $591K |
| Fifth Third Bancorp | 0.00% | Add +48.7% | 16,652 | $590K |
| WoodTrust Financial Corp | 0.07% | New | 16,600 | $588K |
| Utah Retirement Systems | 0.01% | Add +16.8% | 16,558 | $587K |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.2% | 16,517 | $586K |
| PEAK6 LLC | 0.02% | Add +86.3% | 16,457 | $583K |
| CIBC Asset Management Inc | 0.00% | Add +176.7% | 16,389 | $581K |
| Motley Fool Asset Management LLC | 0.02% | Reduce -0.8% | 16,096 | $571K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +46.8% | 16,008 | $567K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +80.3% | 15,893 | $563K |
| Empowered Funds, LLC | 0.01% | Add +5.1% | 15,779 | $559K |
| Prudential PLC | 0.00% | No change | 15,517 | $550K |
| Graham Capital Management, L.P. | 0.03% | Reduce -31.4% | 15,401 | $546K |
| Assenagon Asset Management S.A. | 0.00% | Add +4.5% | 15,173 | $538K |
| Rakuten Investment Management, Inc. | 0.00% | Add +7.0% | 14,731 | $534K |
| Staley Capital Advisers Inc. | 0.02% | No change | 15,000 | $532K |
| SCS Capital Management LLC | 0.01% | No change | 14,900 | $528K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +50.9% | 14,869 | $527K |
| Aigen Investment Management, LP | 0.12% | Reduce -48.7% | 14,812 | $525K |
| Meiji Yasuda Life Insurance Co | 0.02% | No change | 14,741 | $523K |
| Citizens Financial Group Inc. | 0.01% | Reduce -6.0% | 14,673 | $520K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 14,565 | $516K |
| Lazard Asset Management LLC | 0.00% | Add +3.7% | 14,485 | $513K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +12.0% | 14,242 | $505K |
| Impact Investors, Inc | 0.34% | Reduce -39.2% | 13,892 | $492K |
| Ostrum Asset Management | 0.02% | Reduce -24.9% | 13,808 | $489K |
| Jane Street Group, LLC | 0.00% | Reduce -72.9% | 13,730 | $487K |
| Pinebridge Investments LLC | 0.00% | — | 13,601 | $482K |
| Hershey Trust Co. | 0.00% | Reduce -61.0% | 13,432 | $476K |
| Millennium Management | 0.00% | Reduce -99.3% | 13,355 | $473K |
| SmartHarvest Portfolios, LLC | 0.16% | — | 13,322 | $472K |
| Janney Montgomery Scott LLC | 0.00% | Add +116.8% | 13,207 | $468K |
| Kestra Advisory Services, LLC | 0.00% | Add +38.2% | 13,043 | $462K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +40.0% | 12,896 | $457K |
| WINTON GROUP Ltd | 0.02% | New | 12,800 | $454K |
| Voleon Capital Management LP | 0.01% | Add +116.8% | 12,748 | $452K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 12,468 | $442K |
| E. Ohman J:or Asset Management AB | 0.01% | New | 12,347 | $438K |
| National Pension Service | 0.00% | Add +184.5% | 12,261 | $435K |
| Cibc World Markets Corp. | 0.00% | — | 12,066 | $428K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.7% | 12,036 | $427K |
| Schroder Investment Management Group | 0.00% | Reduce -5.3% | 11,816 | $425K |
| Pitcairn Wealth Advisors LLC | 0.04% | — | 11,960 | $424K |
| Beacon Investment Advisors LLC | 0.17% | Reduce -24.5% | 11,952 | $424K |
| Advisor OS, LLC | 0.03% | New | 11,924 | $423K |
| Royal London Asset Management Ltd. | 0.00% | Add +29.4% | 11,879 | $421K |
| Independent Financial Group, LLC | 0.01% | Reduce -11.6% | 11,839 | $420K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.0% | 11,731 | $416K |
| Teacher Retirement System of Texas | 0.00% | Reduce -69.0% | 11,506 | $408K |
| Polymer Capital Management (HK) LTD | 0.06% | New | 11,500 | $408K |
| Holocene Advisors, LP | 0.00% | New | 11,451 | $406K |
| PharVision Advisers, LLC | 0.20% | Add +34.0% | 11,399 | $404K |
| Cibc World Market Inc. | 0.00% | Add +54.3% | 11,102 | $394K |
| Triglav Investments, D.O.O. | 0.02% | New | 11,000 | $390K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -2.2% | 10,817 | $383K |
| Guggenheim Capital LLC | 0.00% | Reduce -7.4% | 10,659 | $378K |
| Credit Agricole S A | 0.00% | Reduce -21.0% | 10,586 | $375K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +14.1% | 10,557 | $374K |
| AlphaGrep UK Ltd | 0.12% | — | 10,503 | $372K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -28.6% | 10,446 | $370K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,474 | $369K |
| D. E. Shaw & Co. | 0.00% | Reduce -36.7% | 10,357 | $367K |
| Wealth Management Associates, Inc. | 0.12% | New | 10,110 | $358K |
| Bokf, NA | 0.01% | Reduce -59.1% | 10,109 | $358K |
| Avior Wealth Management, LLC | 0.01% | Reduce -14.0% | 10,079 | $357K |
| APG Asset Management N.V. | 0.00% | New | 11,795 | $356K |
| Blue Trust, Inc. | 0.00% | Add +5.2% | 9,905 | $351K |
| Macquarie Group Ltd. | 0.00% | No change | 9,891 | $351K |
| Intellectus Partners, LLC | 0.07% | Add +15.9% | 9,889 | $351K |
| Panagora Asset Management Inc. | 0.00% | New | 9,794 | $347K |
| North Dakota State Investment Board | 0.01% | — | 9,490 | $336K |
| Retirement Planning Co of New England, Inc. | 0.13% | Reduce -4.1% | 9,068 | $321K |
| Ascent Group, LLC | 0.01% | New | 9,010 | $319K |
| Prudential Financial Inc. | 0.00% | Reduce -44.3% | 8,805 | $312K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +13.8% | 8,566 | $304K |
| Neo Ivy Capital Management | 0.05% | New | 8,493 | $301K |
| M&T Bank Corp | 0.00% | New | 8,381 | $298K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.8% | 8,350 | $296K |
| Sigma Planning Corp | 0.01% | Add +7.3% | 8,161 | $289K |
| Juncture Wealth Strategies, LLC | 0.09% | Add +10.1% | 8,019 | $284K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -16.4% | 7,982 | $283K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1722.0% | 7,871 | $279K |
| SVB Wealth LLC | 0.02% | Reduce -18.3% | 7,870 | $279K |
| Moran Wealth Management, LLC | 0.01% | Reduce -17.3% | 7,729 | $274K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -12.6% | 7,536 | $273K |
| MJP Associates Inc. | 0.03% | New | 7,662 | $272K |
| Janney Capital Management LLC | 0.02% | Add +1.7% | 7,595 | $269K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -8.7% | 7,585 | $269K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -83.7% | 7,457 | $264K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 7,335 | $260K |
| UniSuper Management Pty Ltd | 0.00% | New | 7,300 | $259K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,175 | $254K |
| KRS Capital Management, LLC | 0.15% | Reduce -0.4% | 7,141 | $253K |
| Cwm, LLC | 0.00% | Add +12.7% | 7,131 | $253K |
| Phoenix Financial Ltd. | 0.00% | No change | 7,000 | $252K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Reduce -54.6% | 7,065 | $250K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | No change | 7,060 | $250K |
| one8zero8, LLC | 0.05% | New | 7,000 | $248K |
| Vestcor Inc | 0.01% | Add +59.5% | 7,003 | $248K |
| Praxis Investment Management Inc. | 0.01% | No change | 6,920 | $245K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -14.3% | 6,825 | $242K |
| Virtue Capital Management, LLC | 0.04% | New | 7,114 | $241K |
| Clarius Group, LLC | 0.01% | No change | 6,771 | $240K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +33.4% | 6,732 | $239K |
| Sacks & Associates, LLC | 0.17% | — | 6,709 | $238K |
| Bayesian Capital Management, LP | 0.54% | Reduce -88.8% | 6,700 | $238K |
| Mount Lucas Management LP | 0.10% | Reduce -1.8% | 6,614 | $234K |
| Moore Capital Management, LP | 0.00% | New | 6,561 | $233K |
| Perbak Capital Partners LLP | 0.07% | Reduce -75.0% | 6,464 | $229K |
| Principal Financial Group Inc. | 0.00% | Reduce -19.0% | 6,458 | $229K |
| FNY Investment Advisers, LLC | 0.06% | Add +211.1% | 6,364 | $225K |
| Principal Securities, Inc. | 0.00% | Add +44.4% | 6,097 | $216K |
| Arcadia Investment Management Corp. | 0.03% | No change | 6,000 | $213K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,782 | $205K |
| World Investment Advisors | 0.00% | New | 5,775 | $205K |
| Versor Investments LP | 0.03% | Reduce -80.9% | 5,740 | $203K |
| Vontobel Holding Ltd. | 0.00% | No change | 5,724 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 5,370 | $190K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +2247.2% | 5,023 | $178K |
| Siemens Fonds Invest GmbH | 0.01% | Add +22.0% | 4,852 | $175K |
| Farther Finance Advisors, LLC | 0.00% | Add +67.0% | 4,431 | $157K |
| UMB Bank, n.a. | 0.00% | Add +2.9% | 4,320 | $153K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -0.2% | 4,049 | $144K |
| Nisa Investment Advisors, LLC | 0.00% | New | 4,001 | $142K |
| Covestor Ltd | 0.06% | Reduce -0.3% | 3,448 | $122K |
| National Bank of Canada | 0.00% | Add +38.6% | 3,172 | $112K |
| Jones Financial Companies LLLP | 0.00% | Add +42.9% | 3,167 | $112K |
| CIBC Private Wealth Group LLC | 0.00% | Add +473.0% | 3,163 | $112K |
| Nemes Rush Group LLC | 0.01% | Reduce -15.0% | 2,841 | $101K |
| Caden Capital Partners, LP | 0.22% | Reduce -98.2% | 2,743 | $97K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -90.1% | 2,492 | $88K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 2,456 | $87K |
| AlphaQuest LLC | 0.00% | Add +11.5% | 2,184 | $77K |
| Leonteq Securities AG | 0.00% | Add +5.9% | 2,147 | $76K |
| Twin Tree Management, LP | 0.01% | New | 1,794 | $64K |
| Penserra Capital Management LLC | 0.00% | Add +13.5% | 1,804 | $63K |
| Montag A & Associates Inc. | 0.00% | Reduce -31.5% | 1,695 | $60K |
| Spire Wealth Management | 0.00% | Reduce -11.7% | 1,549 | $55K |
| Allworth Financial LP | 0.00% | Add +14.9% | 1,546 | $55K |
| IFP Advisors, Inc | 0.00% | Add +19.7% | 1,501 | $53K |
| Rakuten Securities, Inc. | 0.02% | Reduce -79.0% | 1,468 | $52K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,340 | $52K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 1,400 | $50K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 1,130 | $40K |
| Ossiam | 0.00% | Add +100.4% | 1,026 | $36K |
| AlphaCentric Advisors LLC | 0.04% | — | 1,024 | $36K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 1,000 | $35K |
| Versant Capital Management, Inc | 0.00% | Add +13.6% | 983 | $35K |
| Parallel Advisors, LLC | 0.00% | Add +6.5% | 976 | $35K |
| GAMMA Investing LLC | 0.00% | Add +36.2% | 847 | $30K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -82.3% | 812 | $29K |
| Clearstead Advisors, LLC | 0.00% | Add +32.8% | 797 | $28K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 791 | $28K |
| Quarry LP | 0.00% | Reduce -69.5% | 770 | $27K |
| Reyes Financial Architecture, Inc. | 0.02% | Add +70.5% | 752 | $27K |
| StepStone Group LP | 0.01% | Reduce -64.0% | 742 | $26K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 700 | $25K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -12.1% | 634 | $22K |
| Keystone Financial Group, Inc. | 0.01% | No change | 600 | $21K |
| International Assets Investment Management, LLC | 0.00% | New | 544 | $19K |
| Financially Speaking Inc | 0.01% | No change | 500 | $18K |
| Triumph Capital Management | 0.00% | Reduce -97.0% | 500 | $18K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 490 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | New | 474 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 466 | $17K |
| SageView Advisory Group, LLC | 0.00% | New | 450 | $16K |
| Rothschild Investment LLC | 0.00% | Add +1.4% | 443 | $16K |
| Signature Equity Partners, LLC | 0.01% | — | 428 | $15K |
| Signaturefd, LLC | 0.00% | Reduce -43.3% | 406 | $14K |
| Strive Financial Group ,LLC | 0.01% | — | 387 | $14K |
| Salomon & Ludwin, LLC | 0.00% | New | 379 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | Add +958.8% | 360 | $13K |
| Silicon Valley Capital Partners | 0.00% | No change | 324 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -39.3% | 308 | $11K |
| Global Wealth Strategies & Associates | 0.00% | No change | 300 | $11K |
| Purpose Unlimited Inc. | 0.00% | — | 284 | $10K |
| SJS Investment Consulting Inc. | 0.00% | Add +4.2% | 276 | $10K |
| CVA Family Office, LLC | 0.00% | Add +214.6% | 258 | $9K |
| Root Financial Partners, LLC | 0.00% | Add +234.8% | 221 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +99.1% | 217 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Add +128.1% | 203 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 194 | $7K |
| Marquette Asset Management, LLC | 0.00% | Add +203.4% | 179 | $6K |
| SouthState Bank Corp | 0.00% | Add +78.5% | 166 | $6K |
| DV Trading LLC | 0.00% | — | 161 | $6K |
| MAI Capital Management | 0.00% | Reduce -23.8% | 160 | $6K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 141 | $5K |
| Clayton Financial Group LLC | 0.00% | New | 136 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +125.4% | 133 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 125 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.3% | 120 | $4K |
| Rossby Financial, LCC | 0.00% | New | 119 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 108 | $4K |
| Luken Investment Analytics, LLC | 0.00% | New | 104 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 100 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | Add +67.9% | 94 | $3K |
| United Community Bank | 0.00% | New | 93 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 90 | $3K |
| Manchester Capital Management LLC | 0.00% | Add +31.6% | 75 | $3K |
| Lanark Financial, Inc. | 0.00% | Add +141.9% | 75 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 71 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 71 | $3K |
| Cornerstone Financial Management LLC | 0.00% | — | 60 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 59 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 59 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -30.9% | 58 | $2K |
| Strategic Wealth Advisors LLC | 0.00% | — | 82 | $2K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 30 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 55 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 54 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +103.8% | 53 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -17.5% | 52 | $2K |
| HM Payson & Co. | 0.00% | New | 52 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 48 | $2K |
| Proathlete Wealth Management LLC | 0.00% | New | 47 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 46 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +360.0% | 46 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 40 | $1K |
| Clearstead Trust, LLC | 0.00% | Reduce -19.6% | 37 | $1K |
| Imprint Wealth LLC | 0.01% | Reduce -30.0% | 35 | $1K |
| Optima Capital LLC | 0.00% | New | 35 | $1K |
| Quent Capital, LLC | 0.00% | Add +600.0% | 35 | $1K |
| Private Trust Co. NA | 0.00% | No change | 34 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +800.0% | 27 | $957 |
| Litman Gregory Wealth Management LLC | 0.00% | New | 25 | $887 |
| Sunrise Financial Services, LLC | 0.00% | — | 24 | $851 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 24 | $851 |
| Principia Wealth Advisory, LLC | 0.00% | Add +633.3% | 22 | $780 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +38.5% | 18 | $639 |
| Fortitude Family Office, LLC | 0.00% | Reduce -66.7% | 17 | $603 |
| Quadrant Capital Group LLC | 0.00% | No change | 17 | $603 |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 16 | $568 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +220.0% | 16 | $567 |
| North Star Investment Management Corp. | 0.00% | No change | 15 | $532 |
| Whipplewood Advisors, LLC | 0.00% | New | 14 | $496 |
| MV Capital Management, Inc. | 0.00% | Add +18.2% | 13 | $461 |
| Bogart Wealth, LLC | 0.00% | New | 13 | $461 |
| American Capital Advisory, LLC | 0.00% | New | 12 | $426 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 11 | $390 |
| SHP Wealth Management | 0.00% | — | 11 | $382 |
| Quaker Wealth Management, LLC | 0.00% | Add +900.0% | 10 | $355 |
| Pacer Advisors, Inc. | 0.00% | Add +25.0% | 10 | $355 |
| CENTRAL TRUST Co | 0.00% | New | 9 | $320 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 9 | $319 |
| True Wealth Design, LLC | 0.00% | Reduce -20.0% | 8 | $284 |
| HFM Investment Advisors, LLC | 0.00% | Add +75.0% | 7 | $249 |
| 1015 Capital Partners, LLC | 0.00% | — | 6 | $213 |
| Davis Capital Management | 0.00% | New | 5 | $177 |
| Dunhill Financial, LLC | 0.00% | New | 5 | $173 |
| Seneschal Advisors, LLC | 0.00% | No change | 3 | $107 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -25.0% | 3 | $107 |
| Huntington National Bank | 0.00% | New | 2 | $71 |
| Activest Wealth Management | 0.00% | Add +0.0% | 1 | $35 |
| Avion Wealth | 0.00% | Add +7.7% | 28 | $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.