Samsara Inc. Class AIOT
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 552 institutions reported holding Samsara Inc. Class A (IOT) in their 13F filings, up 8 from Q1 2026. 91 opened new positions and 80 sold out. The largest holders were Baillie Gifford & Co. ($1.8B), T. Rowe Price Associates Inc. ($1.6B) and FMR LLC ($856.4M). 5 famous investors held it, including Gavin Baker (0.7% of Atreides Management's portfolio), Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Samsara Inc. Class A
- CUSIP
- 79589L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $196.9M |
| Exits | 80 | $258.9M |
All 13F filers, Q1 2026 → Q2 2026: 57,544,801 shares bought and 27,178,448 shares sold, net +30,366,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 552 holders
| Baillie Gifford & Co. | 1.66% | Reduce -2.0% | 56,358,374 | $1.8B |
| T. Rowe Price Associates Inc. | 0.16% | Add +33.1% | 48,692,589 | $1.6B |
| FMR LLC | 0.04% | Add +11.1% | 26,406,588 | $856.4M |
| BlackRock, Inc. | 0.01% | Add +6.6% | 23,805,185 | $772.0M |
| Vanguard Portfolio Management LLC | 0.03% | Add +4.8% | 17,724,063 | $574.8M |
| Vanguard Capital Management LLC | 0.01% | Add +4.4% | 15,491,321 | $502.4M |
| Morgan Stanley | 0.02% | Add +46.7% | 12,348,309 | $400.5M |
| Sands Capital Management, LLC | 1.37% | Reduce -27.5% | 11,348,732 | $368.0M |
| Goldman Sachs Group Inc. | 0.03% | Add +4.3% | 10,121,320 | $328.2M |
| Wellington Management Group LLP | 0.05% | Add +9.6% | 9,327,606 | $302.5M |
| State Street Corp. | 0.01% | Add +9.9% | 7,981,248 | $258.8M |
| Baron Capital (BAMCO) | 0.38% | Add +54.0% | 7,881,752 | $255.6M |
| Brown Advisory Inc. | 0.36% | Reduce -29.6% | 7,109,824 | $230.6M |
| Geode Capital Management, LLC | 0.01% | Add +3.5% | 6,811,232 | $220.3M |
| Westfield Capital Management Co. LP | 0.62% | Add +15.1% | 5,836,459 | $189.3M |
| a16z Perennial Management, L.P. | 14.02% | Reduce -10.8% | 5,344,484 | $173.3M |
| UBS Group AG | 0.02% | Add +63.0% | 4,556,406 | $147.8M |
| Jordan Park Trust Co LLC | 93.02% | Add +7.3% | 4,112,232 | $133.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.2% | 3,657,279 | $118.6M |
| Nordea Investment Management AB | 0.08% | Add +10.3% | 3,183,452 | $101.3M |
| Spyglass Capital Management LLC | 5.42% | Add +4.7% | 3,085,655 | $100.1M |
| Balyasny Asset Management L.P. | 0.19% | Add +491.4% | 3,083,647 | $100.0M |
| Freestone Grove Partners LP | 0.61% | Add +33.1% | 2,871,558 | $93.1M |
| Legal & General Group Plc | 0.02% | Add +24.1% | 2,652,752 | $86.0M |
| Norges Bank | 0.01% | — | 2,542,640 | $82.5M |
| Northern Trust Corp. | 0.01% | Add +12.1% | 2,421,470 | $78.5M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +5.6% | 2,363,413 | $76.6M |
| Bank of America Corp. | 0.00% | Reduce -14.4% | 2,318,639 | $75.2M |
| Atreides Management | 0.67% | New | 2,308,649 | $74.9M |
| American Century Companies Inc. | 0.03% | Add +8.6% | 2,222,823 | $72.1M |
| Alliancebernstein L.P. | 0.02% | Add +28.6% | 2,268,495 | $71.9M |
| Voya Investment Management LLC | 0.07% | Add +14.7% | 2,206,368 | $71.6M |
| JPMorgan Chase & Co. | 0.00% | Add +736.2% | 2,154,377 | $69.6M |
| BNP Paribas Financial Markets | 0.04% | Add +173.0% | 2,123,519 | $68.9M |
| Pictet Asset Management Holding SA | 0.07% | Add +1508.2% | 2,111,876 | $68.5M |
| Jane Street Group, LLC | 0.04% | Reduce -40.7% | 1,987,516 | $64.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +12.9% | 1,948,568 | $63.2M |
| Deutsche Bank AG | 0.02% | Add +26.7% | 1,823,910 | $59.1M |
| Bessemer Group Inc. | 0.07% | Reduce -1.6% | 1,648,627 | $53.5M |
| Daiwa Securities Group Inc. | 0.12% | Add +5180.3% | 1,605,218 | $52.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.4% | 1,578,933 | $51.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +16.6% | 1,462,935 | $47.4M |
| 1832 Asset Management L.P. | 0.06% | Reduce -66.4% | 1,452,200 | $47.1M |
| Sei Investments Co. | 0.04% | Add +22.2% | 1,373,666 | $44.5M |
| Squarepoint Ops LLC | 0.09% | Reduce -15.5% | 1,342,982 | $43.6M |
| TimesSquare Capital Management, LLC | 0.61% | Reduce -0.0% | 1,280,808 | $41.5M |
| Cosmic Management, LLC | 10.66% | No change | 1,255,944 | $40.7M |
| Royal Bank of Canada | 0.01% | Reduce -1.9% | 1,232,095 | $40.0M |
| Nuveen, LLC | 0.01% | Add +37.4% | 1,216,448 | $39.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Reduce -0.7% | 1,117,277 | $36.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.7% | 1,100,906 | $35.7M |
| Amundi | 0.01% | Reduce -4.1% | 1,091,454 | $35.4M |
| Exchange Traded Concepts, LLC | 0.17% | Add +31.9% | 1,065,460 | $34.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +77.8% | 1,055,421 | $34.2M |
| First Trust Advisors LP | 0.02% | Reduce -31.3% | 1,026,618 | $33.3M |
| Invesco Ltd. | 0.00% | Add +9.0% | 1,014,216 | $32.9M |
| USS Investment Management Ltd | 0.13% | Add +12.1% | 998,506 | $32.4M |
| Swiss National Bank | 0.02% | Reduce -2.7% | 988,600 | $32.1M |
| Canada Pension Plan Investment Board | 0.02% | Add +93.6% | 881,500 | $28.6M |
| Woodline Partners LP | 0.09% | Add +153.5% | 847,439 | $27.5M |
| Susquehanna International Group, LLP | 0.02% | Add +7850.9% | 834,840 | $27.1M |
| Zevenbergen Capital Investments LLC | 0.62% | Add +14.9% | 832,213 | $27.0M |
| Congress Asset Management Co. | 0.16% | New | 816,215 | $26.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.3% | 805,430 | $26.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +22.2% | 796,848 | $25.8M |
| GC Wealth Management RIA, LLC | 1.47% | Reduce -1.4% | 788,365 | $25.6M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +35.3% | 777,777 | $25.2M |
| Victory Capital Management Inc. | 0.01% | Add +91.0% | 696,697 | $22.6M |
| Citigroup Inc. | 0.01% | Add +119.2% | 695,829 | $22.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +16.1% | 652,871 | $21.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -0.3% | 634,656 | $20.6M |
| Susquehanna Fundamental Investments, LLC | 0.38% | Add +15.0% | 616,293 | $20.0M |
| Abu Dhabi Investment Council Co P.J.S.C | 2.76% | Add +101.6% | 608,542 | $19.7M |
| Quantinno Capital Management LP | 0.02% | Add +1.0% | 581,650 | $18.9M |
| Jennison Associates LLC | 0.01% | Reduce -22.3% | 580,784 | $18.8M |
| Sands Capital Alternatives, LLC | 2.73% | Reduce -8.0% | 515,658 | $16.7M |
| California State Teachers Retirement System | 0.01% | Reduce -0.7% | 484,256 | $15.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +9.1% | 480,958 | $15.6M |
| TD Asset Management Inc | 0.01% | Reduce -7.8% | 479,317 | $15.5M |
| Ieq Capital, LLC | 0.07% | Reduce -0.5% | 464,396 | $15.1M |
| Pathstone Holdings, LLC | 0.04% | Add +75.3% | 449,110 | $14.6M |
| Capital Investment Services of America, Inc. | 1.39% | New | 438,155 | $14.2M |
| Jupiter Topco LLC | 0.01% | — | 425,292 | $13.8M |
| AQR Capital Management | 0.00% | Reduce -7.9% | 421,972 | $13.6M |
| California Public Employees Retirement System | 0.01% | Add +5.4% | 414,944 | $13.5M |
| Rhumbline Advisers | 0.01% | Reduce -18.8% | 410,019 | $13.3M |
| DNB Asset Management AS | 0.04% | Add +460.3% | 408,261 | $13.2M |
| Gotham Asset Management | 0.03% | Add +42.7% | 404,840 | $13.1M |
| Vident Advisory, LLC | 0.09% | Add +1.6% | 386,366 | $12.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +3.3% | 379,165 | $12.3M |
| Barclays PLC | 0.00% | Add +128.7% | 355,949 | $11.5M |
| Marshall Wace, LLP | 0.01% | Add +186.0% | 352,760 | $11.4M |
| Cinctive Capital Management LP | 0.42% | New | 326,753 | $10.6M |
| LMR Partners LLP | 0.09% | Add +21.9% | 320,788 | $10.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.7% | 281,629 | $10.3M |
| Mirova | 0.36% | New | 298,000 | $9.7M |
| Captrust Financial Advisors | 0.01% | Add +43.0% | 296,145 | $9.6M |
| Jones Financial Companies LLLP | 0.00% | Add +44.1% | 303,563 | $9.5M |
| Teachers Retirement System of the State of Kentucky | 0.06% | Add +2.7% | 291,544 | $9.5M |
| Daventry Group, LP | 6.91% | Add +38.2% | 282,249 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +20.2% | 275,906 | $8.9M |
| Octahedron Capital Management L.P. | 4.57% | Add +64.0% | 275,200 | $8.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +427.0% | 269,965 | $8.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.7% | 262,213 | $8.5M |
| FIL Ltd | 0.01% | Add +92.8% | 253,344 | $8.2M |
| iA Global Asset Management Inc. | 0.10% | Add +27.8% | 253,250 | $8.2M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 253,168 | $8.2M |
| OneDigital Investment Advisors LLC | 0.07% | Add +1.4% | 247,355 | $8.0M |
| Natixis Advisors, LLC | 0.01% | Add +17.4% | 229,731 | $7.5M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.1% | 224,249 | $7.3M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -4.3% | 223,763 | $7.3M |
| Aviva PLC | 0.01% | Add +1.7% | 221,131 | $7.2M |
| Danske Bank A/S | 0.01% | Add +60.6% | 219,200 | $7.1M |
| HSBC Holdings PLC | 0.00% | Add +61.4% | 218,120 | $7.1M |
| Summit Partners Public Asset Management, LLC | 0.18% | Reduce -83.5% | 212,431 | $6.9M |
| Millennium Management | 0.00% | Reduce -83.5% | 208,231 | $6.8M |
| Krane Funds Advisors LLC | 0.24% | Add +173.0% | 207,328 | $6.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +4.4% | 205,292 | $6.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.4% | 197,428 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +641.2% | 194,626 | $6.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.14% | No change | 180,533 | $5.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +6.0% | 179,803 | $5.8M |
| Kornitzer Capital Management Inc. | 0.12% | New | 176,942 | $5.7M |
| Glynn Capital Management LLC | 1.57% | Reduce -45.9% | 175,678 | $5.7M |
| Lakewood Capital Management, LP | 0.29% | New | 175,000 | $5.7M |
| New York State Common Retirement Fund | 0.01% | Add +7.8% | 172,500 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.4% | 171,230 | $5.6M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +0.3% | 161,089 | $5.2M |
| Wealth Dimensions Group, Ltd. | 0.93% | Add +0.5% | 160,011 | $5.2M |
| XTX Topco Ltd | 0.06% | Add +9.8% | 153,790 | $5.0M |
| Storebrand Asset Management As | 0.01% | Add +19.6% | 152,399 | $4.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Add +771.4% | 149,873 | $4.9M |
| Blair William & Co. | 0.01% | Reduce -0.7% | 148,771 | $4.8M |
| Treasurer of the State of North Carolina | 0.01% | Add +6.7% | 146,391 | $4.7M |
| Jain Global LLC | 0.06% | New | 144,938 | $4.7M |
| Slow Capital, Inc. | 0.55% | Reduce -0.4% | 144,318 | $4.7M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -1.7% | 143,795 | $4.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Add +14.4% | 137,000 | $4.4M |
| one8zero8, LLC | 0.87% | Add +113.0% | 135,350 | $4.4M |
| TFJ Management, LLC | 2.74% | No change | 129,786 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +31.3% | 128,733 | $4.2M |
| Mackenzie Financial Corp. | 0.00% | Add +409.4% | 128,719 | $4.2M |
| Thornburg Investment Management Inc. | 0.04% | Add +258.1% | 128,450 | $4.2M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -12.9% | 128,038 | $4.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +66.6% | 122,975 | $4.0M |
| KLP Kapitalforvaltning As | 0.01% | Add +0.5% | 122,400 | $4.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.6% | 118,576 | $3.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.1% | 114,892 | $3.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 113,810 | $3.7M |
| Inspire Investing, LLC | 0.15% | Add +18.4% | 113,084 | $3.7M |
| RFG Advisory, LLC | 0.06% | Add +1.9% | 111,482 | $3.6M |
| NZS Capital, LLC | 0.09% | Add +113.5% | 109,984 | $3.6M |
| Nykredit A/S | 0.01% | — | 109,791 | $3.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +32.4% | 106,676 | $3.5M |
| Handelsbanken Fonder AB | 0.01% | Reduce -8.7% | 106,200 | $3.4M |
| SEB Asset Management AB | 0.01% | Add +17.9% | 105,058 | $3.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Add +4.2% | 104,801 | $3.4M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Reduce -5.5% | 101,997 | $3.3M |
| Arizona State Retirement System | 0.02% | Add +6.8% | 100,349 | $3.3M |
| Catalyst Private Wealth, LLC | 1.57% | Reduce -2.8% | 100,271 | $3.3M |
| Baker Avenue Asset Management, LP | 0.06% | Add +65.1% | 100,253 | $3.3M |
| Creative Planning | 0.00% | Reduce -10.7% | 99,665 | $3.2M |
| Agf Management Ltd. | 0.01% | New | 99,652 | $3.2M |
| Inspire Advisors, LLC | 0.22% | Add +1395.6% | 98,726 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Add +5.0% | 97,974 | $3.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -3.2% | 97,683 | $3.2M |
| Man Group plc | 0.01% | Add +63.6% | 90,688 | $2.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +0.7% | 86,361 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -6.8% | 85,758 | $2.8M |
| Royal Fund Management, LLC | 0.23% | Add +42.6% | 85,300 | $2.8M |
| Axxcess Wealth Management, LLC | 0.04% | New | 85,257 | $2.8M |
| Alps Advisors Inc. | 0.01% | Reduce -5.7% | 84,583 | $2.7M |
| Paragon Capital Management Ltd | 0.51% | No change | 83,389 | $2.7M |
| National Pension Service | 0.00% | Reduce -11.5% | 81,819 | $2.7M |
| Hamilton Lane Advisors LLC | 1.77% | No change | 81,133 | $2.6M |
| Xponance LLC | 0.02% | Add +3.6% | 80,279 | $2.6M |
| Arkadios Wealth Advisors | 0.04% | Reduce -24.6% | 76,343 | $2.5M |
| Employees Retirement System of Texas | 0.02% | Reduce -2.1% | 75,518 | $2.4M |
| IFM Investors Pty Ltd | 0.02% | Add +8.0% | 74,919 | $2.4M |
| Hanson & Doremus Investment Management | 0.24% | Reduce -2.0% | 72,675 | $2.4M |
| Tidal Investments LLC | 0.01% | Add +347.6% | 72,129 | $2.3M |
| SIH Partners, LLLP | 0.10% | New | 70,680 | $2.3M |
| Sit Investment Associates Inc. | 0.04% | Add +0.2% | 70,515 | $2.3M |
| Capula Management Ltd | 0.01% | Reduce -12.5% | 64,956 | $2.1M |
| Mediolanum International Funds Ltd | 0.02% | Add +238.9% | 65,365 | $2.1M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | Reduce -0.0% | 64,554 | $2.1M |
| Longaeva Partners L.P. | 0.06% | New | 64,343 | $2.1M |
| Expect Equity LLC | 1.32% | No change | 63,071 | $2.0M |
| Swiss Life Asset Management Ltd | 0.01% | Add +65.0% | 59,370 | $1.9M |
| Group One Trading LLC | 0.06% | Add +95.4% | 59,197 | $1.9M |
| Focus Partners Wealth | 0.00% | Reduce -39.8% | 58,992 | $1.9M |
| Gateway Investment Advisers LLC | 0.02% | New | 58,958 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 58,229 | $1.9M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +4.6% | 55,824 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +9.1% | 54,510 | $1.8M |
| Walleye Capital LLC | 0.01% | Reduce -51.6% | 53,487 | $1.7M |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -19.5% | 53,224 | $1.7M |
| Swedbank AB | 0.00% | Add +108.7% | 53,087 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +8.8% | 52,547 | $1.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +10.0% | 52,473 | $1.7M |
| Dark Forest Capital Management LP | 0.11% | New | 51,445 | $1.7M |
| IFG Advisory, LLC | 0.06% | New | 51,040 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.8% | 50,779 | $1.6M |
| Two Sigma Investments, LP | 0.00% | New | 50,048 | $1.6M |
| Blackstone Inc. | 0.01% | New | 49,928 | $1.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 49,705 | $1.6M |
| Fifth Third Bancorp | 0.00% | Reduce -9.1% | 49,413 | $1.6M |
| Toronto Dominion Bank | 0.00% | Add +7.3% | 49,038 | $1.6M |
| Allstate Corp. | 0.02% | Reduce -41.0% | 48,479 | $1.6M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -1.2% | 47,445 | $1.5M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +5.1% | 47,257 | $1.5M |
| Diversify Advisory Services, LLC | 0.03% | New | 43,268 | $1.5M |
| Diversify Wealth Management, LLC | 0.03% | New | 43,268 | $1.5M |
| TrueMark Investments, LLC | 0.19% | Add +4.3% | 46,657 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -2.2% | 45,523 | $1.5M |
| Assetmark, Inc. | 0.00% | Reduce -13.6% | 45,350 | $1.5M |
| Malaga Cove Capital, LLC | 0.47% | Add +6.0% | 45,213 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Add +19.6% | 45,029 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -6.3% | 42,979 | $1.4M |
| Acadian Asset Management LLC | 0.00% | Reduce -61.0% | 41,206 | $1.3M |
| Odyssean, LLC | 0.22% | Add +6.7% | 40,963 | $1.3M |
| AustralianSuper Pty Ltd | 0.01% | No change | 40,603 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.5% | 40,195 | $1.3M |
| Panoramic Capital, LLC | 0.56% | New | 40,000 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +10.4% | 39,251 | $1.3M |
| OP Asset Management Ltd | 0.01% | Add +4.7% | 38,478 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -26.2% | 37,386 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Add +0.8% | 36,648 | $1.2M |
| Mission Wealth Management, LP | 0.01% | Reduce -12.9% | 36,338 | $1.2M |
| Harbour Capital Advisors, LLC | 0.21% | Add +79.6% | 31,285 | $1.1M |
| Cim, LLC | 0.15% | Add +2.5% | 35,363 | $1.1M |
| Investment Management Corp of Ontario | 0.01% | Reduce -6.4% | 34,975 | $1.1M |
| Evolutionary Tree Capital Management, LLC | 2.12% | Reduce -17.9% | 34,736 | $1.1M |
| Apollon Wealth Management, LLC | 0.01% | New | 34,667 | $1.1M |
| Lighthouse Investment Partners, LLC | 0.03% | Add +215.2% | 34,150 | $1.1M |
| Bank of Nova Scotia | 0.00% | Add +38.5% | 34,071 | $1.1M |
| Fideuram Asset Management (Ireland) dac | 0.02% | New | 34,203 | $1.1M |
| KBC Group NV | 0.00% | Reduce -0.6% | 32,815 | $1.1M |
| Range Advisory, LLC | 0.13% | Reduce -1.8% | 32,781 | $1.1M |
| Graham Capital Management, L.P. | 0.04% | Add +88.5% | 32,689 | $1.1M |
| Bank of Montreal | 0.00% | Add +15.7% | 32,617 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +35.5% | 31,377 | $1.0M |
| Brandywine Managers, LLC | 0.50% | No change | 30,970 | $1.0M |
| Kieckhefer Group LLC | 0.41% | No change | 30,900 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +31.7% | 30,702 | $996K |
| Shelton Capital Management | 0.02% | No change | 30,065 | $975K |
| Walleye Trading LLC | 0.01% | Reduce -6.9% | 29,270 | $949K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 28,424 | $922K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 28,345 | $919K |
| SG Americas Securities, LLC | 0.00% | Reduce -75.7% | 27,813 | $902K |
| Regions Financial Corp. | 0.01% | Reduce -35.0% | 27,804 | $902K |
| Almanack Investment Partners, LLC. | 0.11% | New | 27,675 | $898K |
| Candriam S.C.A. | 0.00% | New | 27,412 | $888K |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 27,128 | $880K |
| Essex Investment Management Co. LLC | 0.11% | Reduce -19.4% | 26,735 | $867K |
| US Bancorp \de | 0.00% | Reduce -54.0% | 26,616 | $863K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -1.2% | 26,226 | $850K |
| Prospera Financial Services Inc | 0.01% | New | 26,018 | $844K |
| Choate Investment Advisors | 0.01% | No change | 25,946 | $841K |
| Amalgamated Bank | 0.01% | Reduce -1.0% | 24,592 | $798K |
| Saudi Central Bank | 0.01% | Add +91.8% | 24,500 | $795K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -7.3% | 23,930 | $776K |
| Jasper Ridge Partners, L.P. | 0.02% | No change | 23,183 | $752K |
| Assenagon Asset Management S.A. | 0.00% | Add +43.9% | 22,987 | $745K |
| Meiji Yasuda Life Insurance Co | 0.02% | No change | 22,600 | $733K |
| Raiffeisen Bank International AG | 0.01% | Reduce -22.9% | 22,484 | $722K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +36.5% | 22,101 | $717K |
| Cresset Asset Management, LLC | 0.00% | Add +5.3% | 21,873 | $709K |
| Prosperity Financial Group, Inc. | 0.22% | Add +3.3% | 21,442 | $695K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.0% | 21,361 | $693K |
| Atria Investments, Inc | 0.01% | Add +16.6% | 20,948 | $679K |
| Engineers Gate Manager LP | 0.01% | New | 20,700 | $671K |
| Kentucky Retirement Systems | 0.02% | New | 20,239 | $656K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -0.5% | 20,092 | $652K |
| Polymer Capital Management (US) LLC | 0.10% | Reduce -16.3% | 19,990 | $648K |
| Rakuten Investment Management, Inc. | 0.00% | Add +16.5% | 20,139 | $646K |
| Perigon Wealth Management, LLC | 0.01% | Add +17.3% | 19,727 | $640K |
| Plato Investment Management Ltd | 0.04% | Reduce -0.7% | 19,764 | $637K |
| IMC-Chicago, LLC | 0.01% | New | 19,638 | $637K |
| Credit Agricole S A | 0.00% | Add +6.7% | 19,277 | $625K |
| MetLife Investment Management, LLC | 0.00% | Reduce -3.1% | 19,107 | $620K |
| Schroder Investment Management Group | 0.00% | Add +41.2% | 19,273 | $619K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.4% | 18,982 | $616K |
| Aberdeen Group plc | 0.00% | Add +127.0% | 18,804 | $610K |
| Ethic Inc. | 0.01% | New | 18,609 | $603K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 18,210 | $591K |
| Park Avenue Securities LLC | 0.00% | Add +3.4% | 17,990 | $583K |
| Utah Retirement Systems | 0.01% | Add +5.3% | 17,931 | $582K |
| TD Private Client Wealth LLC | 0.01% | Reduce -12.6% | 17,675 | $573K |
| AlphaCore Capital LLC | 0.01% | New | 17,322 | $562K |
| Concentrum Wealth Management | 0.13% | Add +0.1% | 17,023 | $552K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.6% | 16,982 | $551K |
| Callan Family Office, LLC | 0.01% | Add +77.0% | 16,851 | $546K |
| Maryland State Retirement & Pension System | 0.01% | No change | 16,839 | $546K |
| Lido Advisors, LLC | 0.00% | Reduce -58.3% | 16,706 | $542K |
| Abn Amro Investment Solutions | 0.00% | Add +23.1% | 16,660 | $540K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -29.3% | 16,484 | $535K |
| Motley Fool Asset Management LLC | 0.02% | Reduce -5.5% | 16,434 | $533K |
| Seelaus Asset Management LLC | 0.38% | Add +122.3% | 16,395 | $532K |
| CIBC Bancorp USA Inc. | 0.00% | Add +0.1% | 16,381 | $528K |
| Evolve Private Wealth, LLC | 0.03% | New | 15,984 | $518K |
| Avior Wealth Management, LLC | 0.01% | Add +10.3% | 15,956 | $517K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -30.6% | 15,852 | $514K |
| EntryPoint Capital, LLC | 0.12% | No change | 15,784 | $512K |
| Retirement Planning Co of New England, Inc. | 0.18% | Add +8.9% | 15,699 | $509K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +46.2% | 15,663 | $508K |
| Prudential PLC | 0.00% | No change | 15,517 | $503K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +95.7% | 15,476 | $502K |
| Wealth Management Associates, Inc. | 0.14% | New | 15,335 | $497K |
| Citizens Financial Group Inc. | 0.01% | Add +44.9% | 15,119 | $490K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 15,105 | $490K |
| Runnymede Capital Advisors, Inc. | 0.29% | Reduce -0.7% | 15,100 | $490K |
| Quadrature Capital Ltd | 0.00% | New | 15,036 | $488K |
| SCS Capital Management LLC | 0.00% | New | 14,975 | $486K |
| Spirepoint Private Client, LLC | 0.04% | Add +19.8% | 14,898 | $483K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +12.5% | 14,554 | $472K |
| Fox Run Management, L.L.C. | 0.08% | New | 14,203 | $461K |
| Impact Partnership Wealth, LLC | 0.04% | Add +37.9% | 14,188 | $460K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -2.5% | 14,093 | $457K |
| Archer Investment Management, LLC | 0.16% | New | 14,007 | $454K |
| M&T Bank Corp | 0.00% | Reduce -13.4% | 13,988 | $454K |
| Cibc World Market Inc. | 0.00% | Add +7.3% | 13,994 | $454K |
| Alliance Wealth Advisors, LLC | 0.09% | New | 13,939 | $452K |
| Juncture Wealth Strategies, LLC | 0.12% | New | 13,717 | $445K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +18.6% | 13,314 | $432K |
| Korea Investment CORP | 0.00% | No change | 13,216 | $429K |
| Verition Fund Management LLC | 0.00% | New | 13,195 | $428K |
| Agp Franklin, LLC | 0.19% | New | 13,168 | $427K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +29.1% | 13,082 | $424K |
| Pitcairn Wealth Advisors LLC | 0.05% | Add +4.7% | 13,058 | $423K |
| Portside Wealth Group, LLC | 0.05% | New | 12,860 | $417K |
| Blue Trust, Inc. | 0.00% | Add +4.7% | 12,385 | $402K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 12,347 | $400K |
| Icon Wealth Advisors, LLC | 0.02% | New | 12,272 | $398K |
| Brevan Howard Capital Management LP | 0.01% | Add +81.4% | 12,191 | $395K |
| NewEdge Wealth, LLC | 0.00% | Reduce -29.0% | 12,161 | $394K |
| Fieldview Capital Management, LLC | 0.11% | New | 12,124 | $393K |
| Legal Advantage Investments, Inc. | 0.14% | Add +20.0% | 12,000 | $389K |
| Beacon Investment Advisors LLC | 0.12% | No change | 11,952 | $388K |
| Impact Investors, Inc | 0.28% | Reduce -12.6% | 11,836 | $384K |
| Ritholtz Wealth Management | 0.01% | No change | 11,720 | $380K |
| Franklin Resources Inc. | 0.00% | Reduce -36.5% | 11,572 | $375K |
| Profund Advisors LLC | 0.01% | Reduce -4.4% | 10,994 | $357K |
| Praxis Investment Management Inc. | 0.02% | New | 10,881 | $353K |
| Caitong International Asset Management Co., Ltd | 0.05% | Add +76.4% | 10,709 | $347K |
| Intellectus Partners, LLC | 0.06% | Add +5.5% | 10,649 | $345K |
| Ostrum Asset Management | 0.02% | Reduce -24.2% | 10,619 | $344K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -8.1% | 10,506 | $341K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -55.1% | 10,498 | $340K |
| Yorktown Management & Research Co Inc | 0.20% | New | 10,100 | $328K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | Reduce -95.0% | 10,060 | $326K |
| Eventide Asset Management, LLC | 0.00% | Add +20.8% | 10,153 | $326K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -7.7% | 10,013 | $325K |
| Macquarie Group Ltd. | 0.00% | No change | 9,891 | $321K |
| Two Sigma Securities, LLC | 0.03% | New | 9,728 | $315K |
| Global Retirement Partners, LLC | 0.00% | — | 9,686 | $314K |
| North Dakota State Investment Board | 0.01% | Add +4.5% | 9,535 | $309K |
| SmartHarvest Portfolios, LLC | 0.10% | Reduce -1.4% | 9,460 | $307K |
| Caden Capital Partners, LP | 3.65% | No change | 9,356 | $303K |
| Panagora Asset Management Inc. | 0.00% | Reduce -4.9% | 9,315 | $302K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,474 | $299K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 9,202 | $298K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -91.7% | 9,195 | $298K |
| Guggenheim Capital LLC | 0.00% | Add +22.2% | 9,173 | $297K |
| Archer Investment Corp | 0.06% | Add +22.6% | 9,123 | $296K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -9.9% | 8,920 | $289K |
| Signaturefd, LLC | 0.00% | Add +41.9% | 8,775 | $285K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -43.6% | 8,705 | $282K |
| Moran Wealth Management, LLC | 0.01% | Add +4.2% | 8,639 | $280K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -34.5% | 8,518 | $276K |
| UniSuper Management Pty Ltd | 0.00% | Add +15.9% | 8,458 | $274K |
| Delta Global Management LP | 0.03% | New | 8,406 | $273K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Add +19.0% | 8,399 | $272K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 8,339 | $270K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -1.3% | 7,973 | $259K |
| Frec Markets, Inc. | 0.02% | New | 7,969 | $258K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -8.5% | 7,837 | $254K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,758 | $252K |
| Lombard Odier Asset Management (Switzerland) SA | 0.01% | No change | 7,714 | $250K |
| One Wealth Capital Management, LLC | 0.07% | New | 7,680 | $249K |
| Vontobel Holding Ltd. | 0.00% | Reduce -78.3% | 7,671 | $249K |
| Leo H. Evart, Inc. | 0.20% | Reduce -5.8% | 7,669 | $249K |
| Bayforest Capital Ltd | 0.23% | Add +129.0% | 7,575 | $246K |
| Alpine Woods Capital Investors, LLC | 0.06% | Add +5.3% | 7,573 | $246K |
| Prudential Financial Inc. | 0.00% | Add +0.3% | 7,485 | $243K |
| Independent Financial Group, LLC | 0.00% | Reduce -2.4% | 7,472 | $242K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +2.4% | 7,425 | $241K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | No change | 7,335 | $238K |
| STRS Ohio | 0.00% | Reduce -92.9% | 7,246 | $235K |
| Ossiam | 0.00% | Add +590.1% | 7,080 | $230K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 7,065 | $229K |
| Vestcor Inc | 0.01% | No change | 7,003 | $227K |
| Phoenix Financial Ltd. | 0.00% | Reduce -4.8% | 7,000 | $226K |
| Carnegie Investment Counsel | 0.00% | Reduce -86.4% | 6,950 | $225K |
| Virtue Capital Management, LLC | 0.03% | Reduce -0.7% | 6,943 | $225K |
| Savant Capital, LLC | 0.00% | New | 6,634 | $222K |
| Machina Capital S.A.S. | 0.04% | New | 6,822 | $221K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 6,775 | $220K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -9.7% | 6,704 | $217K |
| Empowered Funds, LLC | 0.00% | Add +0.1% | 6,650 | $216K |
| Vise Technologies, Inc. | 0.00% | New | 6,634 | $215K |
| Sheets Smith Wealth Management | 0.02% | New | 6,502 | $211K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -30.0% | 6,492 | $211K |
| Balefire, LLC | 0.03% | New | 6,439 | $209K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -89.7% | 6,342 | $206K |
| DSM Capital Partners LLC | 0.00% | New | 6,298 | $204K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.7% | 6,195 | $201K |
| Flputnam Investment Management Co. | 0.00% | New | 6,000 | $195K |
| Rakuten Securities, Inc. | 0.05% | Add +346.5% | 5,997 | $194K |
| Jackson Creek Investment Advisors LLC | 0.06% | New | 5,093 | $190K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -33.8% | 5,598 | $181K |
| Siemens Fonds Invest GmbH | 0.01% | Add +6.7% | 5,177 | $168K |
| Arax Advisory Partners | 0.00% | Add +336.0% | 4,792 | $155K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -6.1% | 4,554 | $148K |
| UMB Bank, n.a. | 0.00% | Add +4.5% | 4,526 | $147K |
| Bokf, NA | 0.00% | Reduce -43.2% | 4,468 | $145K |
| Corient IA LP | 0.13% | No change | 4,350 | $141K |
| National Bank of Canada | 0.00% | Reduce -7.1% | 4,018 | $130K |
| Leonteq Securities AG | 0.01% | Add +32.1% | 4,005 | $130K |
| International Assets Investment Management, LLC | 0.01% | Add +24.2% | 3,677 | $126K |
| Nemes Rush Group LLC | 0.01% | Add +28.3% | 3,796 | $123K |
| IFP Advisors, Inc | 0.00% | Add +63.1% | 3,589 | $116K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -2.2% | 3,005 | $97K |
| GAMMA Investing LLC | 0.00% | Reduce -3.0% | 2,862 | $93K |
| Allworth Financial LP | 0.00% | Add +0.7% | 2,739 | $89K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -42.3% | 2,653 | $86K |
| Covestor Ltd | 0.05% | Add +16.2% | 2,449 | $79K |
| Parallel Advisors, LLC | 0.00% | Reduce -33.6% | 2,378 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -22.0% | 2,095 | $68K |
| Elevation Wealth Partners, LLC | 0.02% | Add +8.4% | 1,985 | $64K |
| CX Institutional | 0.00% | New | 1,981 | $64K |
| Penserra Capital Management LLC | 0.00% | Add +2.4% | 1,906 | $61K |
| Montag A & Associates Inc. | 0.00% | No change | 1,695 | $55K |
| Versant Capital Management, Inc | 0.00% | Reduce -33.8% | 1,487 | $48K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -58.1% | 1,357 | $46K |
| Anchor Investment Management, LLC | 0.00% | New | 1,414 | $46K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 1,400 | $45K |
| GGM Financial LLC | 0.02% | Reduce -86.6% | 1,379 | $45K |
| Parkside Financial Bank & Trust | 0.00% | Add +91.0% | 1,377 | $45K |
| Silvant Capital Management LLC | 0.00% | New | 1,290 | $42K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -45.6% | 1,177 | $38K |
| Markowski Investments | 0.01% | — | 1,138 | $37K |
| Larson Financial Group LLC | 0.00% | Reduce -4.9% | 1,081 | $35K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 1,000 | $32K |
| CVA Family Office, LLC | 0.00% | Add +10.5% | 996 | $32K |
| Mosley Wealth Management | 0.01% | Reduce -71.2% | 845 | $27K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 812 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 745 | $25K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 752 | $24K |
| V-Square Quantitative Management LLC | 0.00% | New | 745 | $24K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +5.2% | 726 | $24K |
| Fiduciary Financial Advisors | 0.00% | New | 99 | $22K |
| Quent Capital, LLC | 0.00% | Reduce -54.5% | 669 | $22K |
| Avalon Trust Co | 0.00% | No change | 632 | $20K |
| Ulland Investment Advisors, LLC | 0.01% | Reduce -44.3% | 630 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.9% | 614 | $20K |
| Keystone Financial Group, Inc. | 0.01% | No change | 600 | $19K |
| Clearstead Advisors, LLC | 0.00% | Reduce -95.8% | 600 | $19K |
| Buck Wealth Strategies, LLC | 0.00% | New | 574 | $19K |
| Rothschild Investment LLC | 0.00% | Reduce -1.8% | 503 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 490 | $16K |
| Financially Speaking Inc | 0.08% | No change | 500 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 466 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.1% | 459 | $15K |
| Owl Creek Wealth Partners LLC | 0.00% | Reduce -23.9% | 430 | $14K |
| Silicon Valley Capital Partners | 0.00% | No change | 324 | $11K |
| Zions Bancorporation, National Association | 0.00% | Add +39.9% | 312 | $10K |
| Private Trust Co. NA | 0.00% | Add +808.8% | 309 | $10K |
| Institute for Wealth Management, LLC. | 0.00% | New | 305 | $10K |
| Bogart Wealth, LLC | 0.00% | Add +498.0% | 305 | $10K |
| Huntington National Bank | 0.00% | Reduce -24.3% | 280 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 245 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +205.3% | 232 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 192 | $7K |
| Sachetta, LLC | 0.00% | New | 215 | $7K |
| Federated Hermes, Inc. | 0.00% | Reduce -99.9% | 205 | $7K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 200 | $6K |
| Trust Co. of Toledo NA | 0.00% | New | 190 | $6K |
| Rossby Financial, LCC | 0.00% | Reduce -16.4% | 178 | $6K |
| Whittier Trust Co. | 0.00% | Add +51.0% | 151 | $6K |
| North Star Investment Management Corp. | 0.00% | Reduce -10.3% | 174 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +4.7% | 155 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +689.5% | 150 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +259.0% | 140 | $5K |
| Marquette Asset Management, LLC | 0.00% | Reduce -52.1% | 124 | $4K |
| Avion Wealth | 0.00% | Reduce -1.6% | 124 | $4K |
| Peregrine Capital Management LLC | 0.00% | No change | 122 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | Add +5.2% | 121 | $4K |
| Strive Financial Group ,LLC | 0.00% | Reduce -69.0% | 120 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +333.3% | 117 | $4K |
| Manchester Capital Management LLC | 0.00% | Reduce -15.4% | 115 | $4K |
| Fulcrum Asset Management LLP | 0.00% | New | 105 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 100 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $3K |
| Signature Equity Partners, LLC | 0.00% | Reduce -4.8% | 98 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 98 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 94 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +65.5% | 91 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +27.7% | 83 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -16.7% | 75 | $2K |
| JPL Wealth Management, LLC | 0.00% | No change | 68 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +300.0% | 68 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 68 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +13.6% | 67 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +106.3% | 66 | $2K |
| Purpose Unlimited Inc. | 0.00% | No change | 65 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -4.5% | 64 | $2K |
| Planning Strategies Inc. | 0.00% | — | 63 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 62 | $2K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 82 | $2K |
| Aventura Private Wealth, LLC | 0.00% | New | 51 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 50 | $2K |
| Toth Financial Advisory Corp. | 0.00% | New | 50 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 49 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 47 | $2K |
| American Capital Advisory, LLC | 0.00% | Add +18.9% | 44 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 40 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -40.0% | 33 | $1K |
| Battery Global Advisors, LLC | 0.00% | No change | 30 | $973 |
| SHP Wealth Management | 0.00% | Reduce -33.3% | 30 | $965 |
| Activest Wealth Management | 0.00% | New | 28 | $908 |
| LRI Investments, LLC | 0.00% | Reduce -85.9% | 28 | $908 |
| Rialto Wealth Management, LLC | 0.00% | Add +36.8% | 26 | $844 |
| Spire Wealth Management | 0.00% | Reduce -93.9% | 26 | $843 |
| Sunrise Financial Services, LLC | 0.00% | No change | 24 | $778 |
| Clearstead Trust, LLC | 0.00% | Reduce -83.5% | 23 | $746 |
| Quaker Wealth Management, LLC | 0.00% | No change | 21 | $682 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +233.3% | 20 | $649 |
| Obsidian Cio, LLC | 0.00% | New | 19 | $616 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +157.1% | 18 | $584 |
| Hughes Financial Services, LLC | 0.00% | Add +183.3% | 17 | $551 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -88.9% | 16 | $519 |
| Mascoma Wealth Management LLC | 0.00% | New | 14 | $454 |
| CoreCap Advisors, LLC | 0.00% | New | 14 | $454 |
| Quarry LP | 0.00% | Reduce -99.4% | 12 | $389 |
| Stone House Investment Management, LLC | 0.00% | New | 11 | $357 |
| Davis Capital Management | 0.00% | Reduce -16.7% | 10 | $324 |
| Creative Capital Management Investments LLC | 0.00% | New | 9 | $292 |
| Financial Consulate, Inc. | 0.00% | New | 7 | $228 |
| Cordant, Inc. | 0.00% | New | 7 | $223 |
| HFM Investment Advisors, LLC | 0.00% | New | 6 | $195 |
| Abound Wealth Management | 0.00% | New | 6 | $195 |
| 3 Factor Indexing, LLC | 0.00% | No change | 5 | $163 |
| 1015 Capital Partners, LLC | 0.00% | Add +66.7% | 5 | $162 |
| Essential Partners LLC | 0.00% | No change | 4 | $130 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 2 | $65 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $35 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $33 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $32 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -92.3% | 14 | $0 |
| Pacer Advisors, Inc. | 0.00% | No change | 9 | $0 |
| Navigoe, LLC | 0.00% | New | 2 | $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.