MongodbMDB

13F holders, Q1 2024 (March 31)
736holders
11famous investors
$358.51avg. 13F price*

At the end of Q1 2024, 736 institutions reported holding Mongodb Inc. (MDB) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock Inc. ($2.3B) and FMR LLC ($1.8B). 11 famous investors held it, including Gavin Baker (3.2% of Atreides Management's portfolio), Alex Sacerdote (0.3% of Whale Rock Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Mongodb Inc.
CUSIP
60937P106
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 736Q1 2024Q2 2024: 661Q2 2024Q3 2024: 666Q3 2024Q4 2024: 713Q4 2024Q1 2025: 664Q1 2025Q2 2025: 693Q2 2025Q3 2025: 778Q3 2025Q4 2025: 915Q4 2025Q1 2026: 816Q1 2026Q2 2026: 873Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions99$531.7M
Exits105$344.2M

Ownership 736 holders

Vanguard Group Inc. 0.05% Add +1.0% 6,910,761 $2.5B
BlackRock Inc. 0.05% Add +3.5% 6,425,841 $2.3B
FMR LLC 0.12% Reduce -2.4% 4,937,296 $1.8B
Jennison Associates LLC 1.06% Add +14.3% 4,408,424 $1.6B
T. Rowe Price Associates Inc. 0.14% Reduce -1.3% 3,130,068 $1.1B
JPMorgan Chase & Co. 0.10% Reduce -6.2% 2,977,892 $1.1B
Wellington Management Group LLP 0.13% Reduce -13.7% 2,058,350 $738.2M
Franklin Resources Inc. 0.22% Add +2.0% 1,956,654 $701.7M
Capital World Investors 0.09% Reduce -21.7% 1,591,133 $570.6M
Invesco Ltd. 0.12% Add +1.8% 1,560,745 $559.7M
State Street Corp. 0.02% Add +1.4% 1,505,838 $540.1M
Geode Capital Management, LLC 0.04% Add +5.0% 1,148,766 $411.5M
Voya Investment Management LLC 0.44% Add +74.9% 1,080,431 $387.4M
Bank of America Corp. 0.04% Add +45.8% 1,015,219 $364.1M
Norges Bank 0.04% Reduce -2.5% 777,913 $279.0M
Capital Research Global Investors 0.06% Reduce -1.6% 756,791 $271.4M
Morgan Stanley 0.02% Reduce -29.3% 755,237 $270.9M
First Trust Advisors LP 0.23% Add +14.4% 628,043 $225.2M
Marshall Wace, LLP 0.36% Reduce -11.7% 606,448 $217.5M
Ameriprise Financial Inc. 0.06% Add +74.3% 596,215 $213.8M
Champlain Investment Partners, LLC 1.13% Add +22.4% 550,684 $197.5M
1832 Asset Management L.P. 0.34% Reduce -22.8% 516,200 $185.1M
T. Rowe Price Investment Management, Inc. 0.11% Reduce -8.2% 506,536 $181.7M
Allspring Global Investments Holdings, LLC 0.27% Reduce -9.0% 487,143 $174.7M
Gilder Gagnon Howe & Co. LLC 2.14% Reduce -0.4% 477,837 $171.4M
Clearbridge Investments, LLC 0.13% Add +109.0% 445,084 $159.6M
Northern Trust Corp. 0.03% Reduce -1.8% 437,491 $156.9M
Bank of New York Mellon Corp 0.03% Reduce -5.4% 397,275 $142.5M
Amundi 0.06% Reduce -9.4% 423,308 $142.0M
Legal & General Group Plc 0.04% Add +2.5% 367,014 $131.6M
Macquarie Group Ltd. 0.14% Add +56.2% 352,100 $126.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +1.1% 307,626 $110.3M
Goldman Sachs Group Inc. 0.02% Reduce -15.9% 303,015 $108.7M
Atreides Management 3.17% New 294,577 $105.6M
Barclays PLC 0.05% Add +22.0% 289,537 $103.8M
Squarepoint Ops LLC 0.43% Add +66.8% 289,385 $103.8M
Neuberger Berman Group LLC 0.08% Add +30.3% 274,614 $98.5M
Blair William & Co. 0.31% Add +4.2% 271,222 $97.3M
Royal Bank of Canada 0.02% Reduce -10.6% 261,816 $93.9M
Charles Schwab Investment Management Inc. 0.02% Add +3.5% 257,795 $92.5M
Swedbank AB 0.13% Add +35.5% 256,288 $91.9M
Alyeska Investment Group, L.P. 0.56% New 250,700 $89.9M
Axiom Investors LLC 0.77% Reduce -34.4% 247,275 $88.7M
Ensign Peak Advisors, Inc 0.16% Add +98.9% 246,553 $88.4M
Alliancebernstein L.P. 0.03% Reduce -8.0% 239,385 $85.9M
Polar Capital Holdings Plc 0.45% Reduce -32.3% 235,923 $84.6M
Contour Asset Management LLC 3.21% Add +53.3% 229,436 $82.3M
Kayne Anderson Rudnick Investment Management LLC 0.19% Reduce -2.1% 228,831 $82.1M
Fiera Capital Corp 0.24% Add +1.8% 228,390 $81.9M
Fred Alger Management, LLC 0.40% Add +9.6% 226,254 $81.1M
Westfield Capital Management Co. LP 0.42% Add +50.5% 221,858 $79.6M
Gladstone Capital Management LLP 7.87% Add +30.5% 221,574 $79.5M
Frontier Capital Management Co. LLC 0.74% Reduce -11.6% 221,361 $79.4M
Swiss National Bank 0.05% Reduce -3.1% 216,200 $77.5M
Nuveen Asset Management, LLC 0.02% Reduce -1.9% 214,988 $77.1M
Wells Fargo & Company 0.02% Add +20.6% 202,760 $72.7M
Lord, Abbett & Co. LLC 0.22% Reduce -44.7% 191,994 $68.9M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +2.3% 182,727 $65.5M
Eagle Asset Management Inc. 0.32% Add +3571.6% 176,017 $62.7M
Pictet Asset Management Holding SA 0.07% Add +29.3% 171,667 $61.6M
American Century Companies Inc. 0.04% Add +30.6% 167,644 $60.1M
Employees Provident Fund Board 1.05% Add +75.9% 166,854 $59.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Add +924.5% 160,173 $57.4M
Summit Partners Public Asset Management, LLC 2.56% Add +6.3% 149,646 $53.7M
BNP Paribas Financial Markets 0.06% Add +123.8% 144,396 $51.8M
Eventide Asset Management, LLC 0.80% Add +169.4% 142,748 $51.2M
PointState Capital LP 1.52% New 140,506 $50.4M
California Public Employees Retirement System 0.03% Reduce -1.0% 120,180 $43.1M
Deutsche Bank AG 0.02% Add +5.1% 117,366 $42.1M
Allen Investment Management, LLC 0.51% No change 113,730 $40.8M
New York State Common Retirement Fund 0.05% Reduce -4.2% 111,513 $40.0M
California State Teachers Retirement System 0.05% Add +1.3% 110,957 $39.8M
Envestnet Asset Management Inc. 0.01% Add +34.4% 109,650 $39.3M
UBS Group AG 0.01% Add +20.1% 109,587 $39.3M
Millennium Management 0.03% Add +87.5% 109,035 $39.1M
Citigroup Inc. 0.04% Reduce -51.5% 107,412 $38.5M
Carmignac Gestion 0.59% New 103,929 $37.3M
National Pension Service 0.04% Reduce -0.4% 100,037 $35.9M
Qube Research & Technologies Ltd 0.06% Reduce -42.5% 96,513 $34.6M
TD Asset Management Inc 0.03% Reduce -1.3% 95,652 $34.3M
Zevenbergen Capital Investments LLC 0.73% Reduce -12.0% 95,403 $34.2M
Rhumbline Advisers 0.03% Add +1.9% 94,156 $33.8M
Dimensional Fund Advisors LP 0.01% Add +2.0% 93,497 $33.5M
Sei Investments Co. 0.05% Add +1.2% 89,924 $32.3M
Stifel Financial Corp. 0.03% Add +24.4% 85,124 $30.5M
AXA S.A. 0.09% Add +81.7% 84,905 $30.5M
Korea Investment CORP 0.07% Reduce -21.4% 81,850 $29.4M
Schonfeld Strategic Advisors LLC 0.23% Add +101.0% 81,396 $29.2M
Kodai Capital Management LP 0.67% Add +52.5% 80,089 $28.7M
Jane Street Group, LLC 0.04% Reduce -63.2% 80,035 $28.7M
Bank of Montreal 0.01% Reduce -32.8% 66,803 $28.4M
Nomura Asset Management Co. Ltd. 0.10% Add +269.4% 78,414 $28.1M
ProShare Advisors LLC 0.07% Add +27.0% 71,122 $25.5M
CANADA LIFE ASSURANCE Co 0.05% Add +7.0% 70,208 $25.2M
Credit Suisse AG/ 0.02% Reduce -9.0% 68,333 $24.5M
Primecap Management Co. 0.02% Add +5.4% 67,150 $24.1M
Rheos Capital Works Inc. 1.15% Add +91.4% 67,000 $24.0M
Parallax Volatility Advisers, L.P. 0.72% Add +538.4% 60,122 $21.6M
JAT Capital Mgmt LP 2.83% New 59,450 $21.3M
Victory Capital Management Inc. 0.02% Add +5.8% 59,031 $21.2M
HSBC Holdings PLC 0.01% Add +37.8% 58,725 $21.1M
Vaughan Nelson Investment Management, L.P. 0.18% Reduce -47.1% 58,559 $21.0M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -13.1% 58,526 $21.0M
Whale Rock Capital Management 0.30% Reduce -3.5% 55,485 $19.9M
Asset Management One Co., Ltd. 0.08% Reduce -4.7% 55,036 $19.7M
Raymond James & Associates 0.01% Reduce -10.2% 54,412 $19.5M
Glynn Capital Management LLC 3.65% Reduce -7.9% 54,366 $19.5M
Alta Park Capital, LP 2.06% Reduce -5.3% 53,126 $19.1M
APG Asset Management N.V. 0.03% Add +8.7% 56,928 $18.9M
Schroder Investment Management Group 0.02% Add +55.1% 52,681 $18.9M
Melqart Asset Management (UK) Ltd 1.40% Reduce -34.1% 52,552 $18.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Reduce -2.0% 52,279 $18.7M
Zacks Investment Management 0.20% Reduce -26.3% 51,996 $18.6M
Walleye Capital LLC 0.22% New 51,746 $18.6M
Wealth High Governance Capital Ltda 4.01% New 50,000 $17.9M
State Board of Administration of Florida Retirement System 0.04% Add +8.3% 76,680 $17.9M
Candriam S.C.A. 0.11% Reduce -35.6% 49,654 $17.8M
Atalanta Sosnoff Capital, LLC 0.41% Reduce -9.0% 49,427 $17.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -24.2% 48,756 $17.5M
Wafra Inc. 0.90% Reduce -12.5% 47,850 $17.2M
LPL Financial LLC 0.01% Add +22.1% 46,200 $16.6M
Man Group plc 0.05% Reduce -67.4% 46,023 $16.5M
Rokos Capital Management LLP 0.42% No change 45,277 $16.2M
DekaBank Deutsche Girozentrale 0.03% Reduce -10.6% 45,196 $16.2M
D. E. Shaw & Co. 0.02% Reduce -66.7% 43,034 $15.4M
Vista Equity Partners Management, LLC 0.41% Add +5.8% 42,280 $15.2M
Russell Investments Group, Ltd. 0.02% Reduce -6.2% 42,015 $15.1M
State of New Jersey Common Pension Fund D 0.04% No change 41,138 $14.8M
LMR Partners LLP 0.52% New 40,422 $14.5M
State of Wisconsin Investment Board 0.04% Reduce -9.6% 40,164 $14.4M
Greenwoods Asset Management Hong Kong Ltd. 0.44% New 40,009 $14.3M
Moody LYNN Lieberson & Walker, LLC 0.96% Add +1.9% 39,866 $14.3M
Cinctive Capital Management LP 0.72% New 38,984 $14.0M
Thematics Asset Management 0.56% New 37,405 $13.4M
Danske Bank A/S 0.04% — 36,872 $13.2M
Aberdeen Group plc 0.03% Add +3.4% 36,578 $13.1M
Thrivent Financial for Lutherans 0.03% New 35,423 $12.7M
Rafferty Asset Management, LLC 0.05% Add +36.0% 35,036 $12.6M
Truist Financial Corp. 0.02% Add +149.8% 34,675 $12.4M
PEAK6 Investments LLC 0.59% Add +183.8% 33,744 $12.1M
Storebrand Asset Management As 0.04% Reduce -19.8% 32,663 $11.7M
Janus Henderson Group PLC 0.01% Reduce -0.0% 32,203 $11.6M
HighTower Advisors, LLC 0.02% Add +0.5% 31,831 $11.5M
DNB Asset Management AS 0.06% Add +61.7% 31,545 $11.3M
Treasurer of the State of North Carolina 0.05% Add +1.8% 31,107 $11.2M
Empower Advisory Group, LLC 0.04% Reduce -0.8% 30,901 $11.1M
Aviva PLC 0.04% Reduce -11.7% 30,889 $11.1M
Sycomore Asset Management 2.41% Add +54.0% 28,741 $11.0M
Driehaus Capital Management LLC 0.11% Reduce -57.5% 30,508 $10.9M
Atika Capital Management LLC 1.23% Add +3.4% 30,500 $10.9M
Arthedge Capital Management, LLC 7.86% No change 30,200 $10.8M
Wolverine Trading, LLC 0.11% Reduce -42.9% 30,113 $10.8M
Liontrust Investment Partners LLP 0.15% Add +11.1% 30,000 $10.8M
Mn Services Vermogensbeheer B.V. 0.08% New 29,100 $10.4M
Aurora Investment Managers, LLC. 7.55% Reduce -17.9% 21,148 $10.3M
Whittier Trust Co. 0.15% Add +4.2% 28,380 $10.2M
Pinebridge Investments, L.P. 0.08% Add +34.8% 28,100 $10.1M
Delta Global Management LP 0.76% New 27,898 $10.0M
Principal Financial Group Inc. 0.01% Reduce -58.3% 26,853 $9.6M
Royal London Asset Management Ltd. 0.02% Add +2.8% 26,671 $9.6M
Kettle Hill Capital Management, LLC 2.32% Add +69.2% 26,652 $9.6M
Baillie Gifford & Co. 0.01% Reduce -3.8% 26,477 $9.5M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -4.2% 26,350 $9.5M
National Bank of Canada 0.02% Reduce -57.6% 26,497 $9.4M
Public Employees Retirement System of Ohio 0.04% Reduce -7.5% 25,916 $9.3M
Caisse de depot et placement du Quebec 0.02% Add +29.6% 25,651 $9.2M
Guggenheim Capital LLC 0.07% Add +14.8% 25,511 $9.1M
Assetmark, Inc. 0.03% Add +5.6% 25,397 $9.1M
Honeycomb Asset Management LP 1.72% New 25,000 $9.0M
Handelsbanken Fonder AB 0.04% Add +2.5% 24,463 $8.8M
KBC Group NV 0.03% Add +3.0% 24,310 $8.7M
Toronto Dominion Bank 0.01% Add +147.3% 24,047 $8.6M
Empire Life Investments Inc. 0.53% New 23,877 $8.6M
Robeco Institutional Asset Management B.V. 0.02% Reduce -38.0% 23,587 $8.5M
Night Owl Capital Management, LLC 1.27% Reduce -37.7% 23,267 $8.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.1% 23,243 $8.3M
Resona Asset Management Co.,Ltd. 0.05% — 23,209 $8.3M
Andar Capital Management HK Ltd 11.95% Add +21.6% 23,100 $8.3M
Two Sigma Securities, LLC 0.40% New 23,038 $8.3M
Prudential PLC 0.07% Add +8.2% 22,913 $8.2M
Susquehanna International Group, LLP 0.01% Reduce -53.4% 22,665 $8.1M
Comerica Bank 0.03% Add +103.4% 22,575 $8.1M
Snowden Capital Advisors LLC 0.25% Add +4.8% 22,450 $8.1M
Assenagon Asset Management S.A. 0.02% Reduce -23.6% 22,307 $8.0M
Pursue Wealth Partners LLC 4.68% Add +11.5% 22,158 $7.9M
Cooper Creek Partners Management LLC 0.33% Reduce -47.7% 21,930 $7.9M
APG Asset Management US Inc. 0.05% Add +55.6% 22,040 $7.8M
Natixis Advisors, LLC 0.02% Add +8.2% 21,381 $7.7M
Fernwood Investment Management, LLC 2.22% Reduce -1.6% 21,306 $7.6M
AQR Capital Management 0.01% Add +18.4% 21,085 $7.6M
Alight Capital Management LP 2.28% Add +100.0% 20,000 $7.2M
Telemark Asset Management, LLC 0.74% No change 20,000 $7.2M
Arizona State Retirement System 0.05% Add +1.2% 19,852 $7.1M
Renaissance Technologies 0.01% New 19,700 $7.1M
Gratus Capital, LLC 0.31% New 18,634 $6.7M
Nordea Investment Management AB 0.01% Reduce -1.8% 18,320 $6.6M
Stephens Investment Management Group LLC 0.09% Add +21.0% 18,484 $6.6M
Aquatic Capital Management LLC 0.21% Reduce -58.0% 18,000 $6.5M
Groupama Asset Managment 0.12% Reduce -96.6% 800 $6.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -79.5% 16,481 $5.9M
Welch & Forbes LLC 0.08% New 16,429 $5.9M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.38% Add +40.5% 15,738 $5.6M
Hudson Bay Capital Management LP 0.06% New 15,648 $5.6M
Forsta Ap-Fonden 0.05% Add +15.6% 15,600 $5.6M
Curi Capital, LLC 0.13% Add +15.8% 15,444 $5.5M
Slow Capital, Inc. 0.88% Add +2.7% 15,329 $5.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +0.7% 14,987 $5.4M
B. Metzler seel. Sohn & Co. AG 0.06% Add +401.4% 14,982 $5.4M
Walleye Trading LLC 0.08% New 14,072 $5.0M
Smith Group Asset Management, LLC 0.29% Reduce -30.0% 14,000 $5.0M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.6% 13,986 $5.0M
SQN Investors LP 3.23% Reduce -28.3% 13,940 $5.0M
Whittier Trust Co. of Nevada Inc. 0.14% Add +5.6% 13,932 $5.0M
IFM Investors Pty Ltd 0.05% Reduce -0.3% 13,870 $5.0M
USS Investment Management Ltd 0.04% Add +9.7% 13,787 $4.9M
Silvercrest Asset Management Group LLC 0.03% New 13,712 $4.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +1.0% 13,706 $4.9M
Verition Fund Management LLC 0.05% Add +212.6% 13,422 $4.8M
Commonwealth Equity Services, LLC 0.01% Add +3.3% 13,420 $4.8M
CIBC Asset Management Inc 0.02% Add +7.9% 13,283 $4.8M
Mariner, LLC 0.01% Reduce -3.0% 13,275 $4.8M
Nissay Asset Management Corp. /Japan 0.03% Add +32.3% 12,983 $4.7M
HAP Trading, LLC 1.43% New 12,826 $4.6M
Xponance LLC 0.05% Add +34.5% 12,217 $4.4M
Tairen Capital Ltd 0.26% Reduce -86.0% 12,000 $4.3M
BOCHK Asset Management Ltd 1.49% Add +79.0% 11,900 $4.3M
Utah Retirement Systems 0.05% Add +1.0% 11,740 $4.2M
Point72 (DIFC) Ltd 0.32% — 11,667 $4.2M
Morse Asset Management, Inc 1.07% Add +2.0% 11,601 $4.2M
Allianz Asset Management GmbH 0.01% Add +25.1% 11,580 $4.2M
Cetera Investment Advisers 0.01% Add +327.6% 10,873 $3.9M
Eisler Capital (UK) Ltd. 0.45% Add +256.4% 10,065 $3.6M
Advent Capital Management 5.13% New 10,000 $3.6M
Federated Hermes, Inc. 0.01% Reduce -90.9% 9,865 $3.5M
Taylor Frigon Capital Management LLC 1.68% Reduce -0.8% 9,861 $3.5M
Tredje AP-fonden 0.04% Reduce -16.5% 9,513 $3.4M
Daiichi Life Insurance Co., Ltd. 0.08% Add +33.9% 9,488 $3.4M
Triton Financial Group Inc 2.39% Reduce -5.8% 9,396 $3.4M
William Blair Investment Management, LLC 0.01% Add +27.6% 9,332 $3.3M
MML Investors Services, LLC 0.01% Add +11.9% 9,112 $3.3M
Natixis 0.02% Reduce -63.8% 8,698 $3.1M
Daiwa Securities Group Inc. 0.02% Add +7.6% 8,628 $3.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +4.9% 8,617 $3.1M
Caxton Associates LP 0.21% New 8,500 $3.0M
Shelton Capital Management 0.09% No change 8,361 $3.0M
Nicholas Investment Partners, LP 0.33% Add +0.9% 8,034 $2.9M
Advisory Services Network, LLC 0.06% Add +12.3% 7,921 $2.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.2% 7,754 $2.8M
Chartwell Investment Partners, LLC 0.10% Reduce -4.2% 7,750 $2.8M
Cibc World Markets Corp. 0.02% Reduce -37.0% 7,706 $2.8M
Caption Management, LLC 0.30% Add +35.1% 7,700 $2.8M
State of Alaska, Department of Revenue 0.03% No change 7,656 $2.7M
Jasper Ridge Partners, L.P. 0.09% No change 7,650 $2.7M
Cerity Partners LLC 0.01% Add +36.0% 7,613 $2.7M
Jump Financial, LLC 0.07% New 7,528 $2.7M
Tidal Investments LLC 0.05% Add +222.6% 7,523 $2.7M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -2.8% 7,471 $2.7M
Vestor Capital, LLC 0.22% New 7,313 $2.6M
Adero Partners, LLC 0.20% No change 7,311 $2.6M
GTS Securities LLC 0.07% Reduce -27.1% 7,217 $2.6M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.78% Add +65.5% 7,200 $2.6M
SG Americas Securities, LLC 0.01% Add +179.8% 7,142 $2.6M
Ratan Capital Management LP 1.39% Reduce -5.3% 7,132 $2.6M
Raymond James Financial Services Advisors, Inc. 0.00% Add +25.9% 7,096 $2.5M
Exchange Traded Concepts, LLC 0.07% Add +54.3% 7,086 $2.5M
Creative Planning 0.00% Add +24.3% 6,972 $2.5M
Qsemble Capital Management, LP 0.55% Add +125.7% 6,956 $2.5M
Osaic Holdings, Inc. 0.01% Reduce -53.1% 6,887 $2.5M
iA Global Asset Management Inc. 0.05% Reduce -58.6% 6,781 $2.4M
SYSTM Wealth Solutions LLC 0.31% Add +11.8% 6,750 $2.4M
Andra AP-fonden 0.04% Reduce -68.1% 6,700 $2.4M
Bokf, NA 0.04% Add +20.3% 6,734 $2.4M
EFG Asset Management (North America) Corp. 0.41% Reduce -31.2% 6,641 $2.4M
Bayesian Capital Management, LP 0.23% New 6,629 $2.4M
Ethic Inc. 0.06% Add +12.2% 6,610 $2.4M
Stonegate Investment Group, LLC 0.07% Add +3.6% 6,598 $2.4M
CIBC Private Wealth Group LLC 0.00% Add +1.6% 6,614 $2.4M
Canada Pension Plan Investment Board 0.00% Reduce -67.9% 6,484 $2.3M
M&T Bank Corp 0.01% Add +1.7% 6,414 $2.3M
Insight Holdings Group, LLC 0.06% Add +137.0% 6,400 $2.3M
BNP Paribas 0.11% — 6,343 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +12.6% 6,113 $2.2M
Wealthfront Advisers LLC 0.01% Add +0.9% 6,095 $2.2M
American International Group, Inc. 0.01% Reduce -0.2% 6,077 $2.2M
Optiver Holding B.V. 0.09% Reduce -36.5% 6,027 $2.2M
Evolutionary Tree Capital Management, LLC 2.14% Add +20.3% 5,939 $2.1M
Maxi Investments CY Ltd 0.57% New 5,921 $2.1M
Independent Financial Group, LLC 0.10% Reduce -7.2% 5,828 $2.1M
Gulf International Bank (UK) Ltd 0.05% No change 5,820 $2.1M
Intech Investment Management LLC 0.03% Add +40.0% 5,814 $2.1M
Quantinno Capital Management LP 0.04% Reduce -6.6% 5,751 $2.1M
Louisiana State Employees Retirement System 0.04% No change 5,700 $2.0M
Oppenheimer Asset Management Inc. 0.03% Add +0.2% 5,624 $2.0M
Silvant Capital Management LLC 0.10% Add +52.4% 5,598 $2.0M
Brighton Jones LLC 0.07% Reduce -2.4% 5,512 $2.0M
Darwin Wealth Management, LLC 0.55% Reduce -5.1% 5,506 $2.0M
KP Management LLC 0.85% Reduce -8.3% 5,500 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -8.2% 5,480 $2.0M
Oppenheimer & Co. Inc. 0.03% Reduce -12.4% 5,382 $1.9M
Janney Montgomery Scott LLC 0.01% Add +36.5% 5,332 $1.9M
Orion Porfolio Solutions, LLC 0.02% Reduce -8.1% 5,318 $1.9M
Orion Portfolio Solutions, LLC 0.02% Reduce -8.1% 5,318 $1.9M
Profund Advisors LLC 0.07% Reduce -4.4% 5,279 $1.9M
Azzad Asset Management Inc. 0.22% Add +650.2% 5,214 $1.9M
Mercer Global Advisors Inc. 0.01% Reduce -57.3% 5,206 $1.9M
Aigen Investment Management, LP 0.40% Add +13.5% 5,142 $1.8M
Alps Advisors Inc. 0.01% Add +9.7% 5,070 $1.8M
Maryland State Retirement & Pension System 0.04% No change 5,206 $1.8M
Firsthand Capital Management, Inc. 2.92% No change 5,000 $1.8M
Xcel Wealth Management, LLC 0.56% Reduce -0.7% 5,000 $1.8M
Aft, Forsyth & Company, Inc. 1.02% Add +9.9% 4,987 $1.8M
Bridgeway Capital Management, LLC 0.04% Reduce -32.4% 4,800 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -10.4% 4,798 $1.7M
Summit Global Investments 0.13% Reduce -4.0% 4,771 $1.7M
IFP Advisors, Inc 0.07% Add +7.0% 4,754 $1.7M
L & S Advisors Inc 0.22% Add +40.9% 4,727 $1.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +4.5% 4,613 $1.7M
Pacer Advisors, Inc. 0.00% Add +26.9% 4,610 $1.7M
Amalgamated Bank 0.01% Reduce -41.7% 4,563 $1.6M
Red Spruce Capital, LLC 0.75% Add +0.1% 4,533 $1.6M
Princeton Capital Management LLC 0.58% Add +3.4% 4,505 $1.6M
MYDA Advisors LLC 0.56% New 4,500 $1.6M
Shay Capital LLC 0.47% Add +260.0% 4,500 $1.6M
F/m Investments LLC 1.08% Reduce -0.5% 4,439 $1.6M
WINTON GROUP Ltd 0.11% Add +3.9% 4,327 $1.6M
Simplex Trading, LLC 0.05% Reduce -89.3% 4,318 $1.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.3% 4,249 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +53.9% 4,226 $1.5M
Prelude Capital Management, LLC 0.10% Add +199.3% 4,187 $1.5M
Ieq Capital, LLC 0.02% Reduce -11.8% 4,169 $1.5M
Sherbrooke Park Advisers LLC 0.29% Add +183.0% 4,160 $1.5M
Mackenzie Financial Corp. 0.00% Reduce -23.3% 4,152 $1.5M
MetLife Investment Management, LLC 0.01% Add +1.5% 4,118 $1.5M
Diversified Trust Co. 0.04% Add +19.0% 4,111 $1.5M
QRG Capital Management, Inc. 0.02% Reduce -67.8% 4,069 $1.5M
TriaGen Wealth Management LLC 0.60% Reduce -50.2% 4,000 $1.4M
Tower Research Capital LLC (TRC) 0.03% Reduce -45.5% 3,980 $1.4M
Emerald Advisers, LLC 0.06% Reduce -17.2% 3,947 $1.4M
Silicon Valley Community Foundation 0.05% Reduce -1.6% 3,927 $1.4M
Benjamin F. Edwards & Company, Inc. 0.03% Reduce -1.2% 3,870 $1.4M
Vontobel Holding Ltd. 0.01% Add +2.7% 3,672 $1.3M
US Bancorp \de 0.00% Reduce -13.3% 3,595 $1.3M
EFG Asset Management (Americas) Corp. 0.39% Reduce -47.0% 3,591 $1.3M
Lazard Asset Management LLC 0.00% Reduce -33.9% 3,568 $1.3M
Vinva Investment Management Ltd 0.07% Reduce -39.0% 3,511 $1.3M
AE Wealth Management LLC 0.01% Reduce -23.1% 3,506 $1.3M
Swiss Life Asset Management Ltd 0.02% Reduce -53.2% 3,492 $1.3M
MAI Capital Management 0.01% Reduce -13.4% 3,404 $1.2M
Calamos Advisors LLC 0.01% Reduce -74.2% 3,392 $1.2M
Engineers Gate Manager LP 0.03% Reduce -73.9% 3,357 $1.2M
Atria Investments, Inc 0.02% Add +1.2% 3,259 $1.2M
Cherry Creek Investment Advisors, Inc. 0.62% Reduce -0.3% 3,178 $1.1M
Carnegie Investment Counsel 0.04% Add +49.3% 3,174 $1.1M
Banco Santander, S.A. 0.01% No change 3,128 $1.1M
Estate Counselors, LLC 0.13% New 3,115 $1.1M
Central Pacific Bank - Trust Division 0.14% — 3,026 $1.1M
Ardsley Advisory Partners LP 0.15% New 3,000 $1.1M
E. Ohman J:or Asset Management AB 0.03% Add +7.1% 3,000 $1.1M
Yarbrough Capital, LLC 0.05% No change 2,977 $1.1M
Leonteq Securities AG 0.14% Add +146.7% 2,946 $1.1M
Graham Capital Management, L.P. 0.06% Reduce -6.4% 2,939 $1.1M
Cwm, LLC 0.01% Add +8.0% 2,894 $1.0M
Harbor Capital Advisors, Inc. 0.13% Add +2.1% 2,837 $1.0M
Kestra Advisory Services, LLC 0.01% Add +65.9% 2,825 $1.0M
New England Research & Management, Inc. 0.49% Add +170.4% 2,785 $999K
Bank of Nova Scotia 0.00% Reduce -14.4% 2,767 $992K
Investment Management Corp of Ontario 0.03% Add +61.9% 2,738 $982K
Brown Brothers Harriman & Co. 0.01% Reduce -7.9% 2,730 $979K
Panagora Asset Management Inc. 0.01% No change 2,728 $978K
David J Yvars Group 0.64% Reduce -1.1% 2,644 $948K
Venturi Wealth Management, LLC 0.06% Reduce -0.9% 2,563 $919K
Corient Private Wealth LP 0.00% Add +9.0% 2,541 $911K
LBMC Investment Advisors, LLC 0.08% No change 2,500 $897K
Meiji Yasuda Life Insurance Co 0.02% Reduce -2.7% 2,500 $897K
Perigon Wealth Management, LLC 0.03% Reduce -12.5% 2,491 $893K
Envestnet Portfolio Solutions, Inc. 0.00% Add +13.1% 2,464 $884K
Prudential Financial Inc. 0.00% Reduce -38.1% 2,464 $884K
DAVENPORT & Co LLC 0.01% New 2,428 $871K
Harvest Fund Management Co., Ltd 0.08% Add +72.4% 2,393 $858K
Penserra Capital Management LLC 0.01% Add +76.1% 2,392 $857K
XTX Topco Ltd 0.12% Add +24.5% 2,384 $855K
Motley Fool Asset Management LLC 0.06% Add +79.3% 2,379 $853K
Private Advisor Group, LLC 0.01% Reduce -42.3% 2,365 $848K
NEOS Investment Management LLC 0.05% Reduce -1.8% 2,317 $831K
Chicago Capital, LLC 0.03% Add +75.5% 2,310 $828K
Centaurus Financial, Inc. 0.06% Add +0.3% 2,307 $827K
Alberta Investment Management Corp 0.01% No change 2,300 $825K
Western Financial Corp 0.50% Add +39.1% 2,278 $817K
Natixis Investment Managers International 0.06% Reduce -20.9% 2,275 $816K
Wedbush Securities Inc. 0.03% Add +86.8% 2,269 $814K
Element Capital Management LLC 0.54% New 2,257 $809K
Pine Valley Investments Ltd Liability Co 0.06% Add +5.8% 2,254 $808K
Freedom Investment Management, Inc. 0.06% Add +13.4% 2,244 $805K
Group One Trading LLC 0.03% New 2,220 $796K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +6.9% 2,199 $789K
Brown Advisory Inc. 0.00% Add +2.0% 2,184 $783K
Jackson Square Capital, LLC 0.20% Add +5.3% 2,177 $781K
O'shaughnessy Asset Management, LLC 0.01% Add +21.8% 2,150 $771K
Capstone Investment Advisors, LLC 0.03% New 2,138 $767K
Valmark Advisers, Inc. 0.01% Reduce -2.6% 2,114 $758K
Cresset Asset Management, LLC 0.00% Reduce -37.2% 2,111 $757K
Hussman Strategic Advisors, Inc. 0.18% New 2,100 $753K
Two Sigma Advisers, LP 0.00% Reduce -98.4% 2,100 $753K
Ameritas Investment Partners, Inc. 0.03% Add +1.1% 2,092 $750K
Avestar Capital, LLC 0.08% Add +9.9% 2,062 $740K
Qtron Investments LLC 0.10% No change 2,030 $728K
Commerce Bank 0.00% Add +0.1% 2,007 $720K
AXS Investments LLC 0.17% Reduce -23.1% 2,000 $717K
Axq Capital, LP 0.17% New 2,000 $717K
Baader Bank Aktiengesellschaft 0.06% New 2,000 $717K
Marex Group Ltd 0.02% Reduce -81.8% 2,000 $717K
Artal Group S.A. 0.02% Add +100.0% 2,000 $717K
Strategic Advocates LLC 0.27% Add +17.4% 1,987 $713K
ING Groep NV 0.00% New 1,970 $707K
Park Avenue Securities LLC 0.01% Reduce -9.4% 1,963 $704K
STRS Ohio 0.00% Add +21.9% 1,962 $703K
Abn Amro Investment Solutions 0.01% New 1,950 $699K
WoodTrust Financial Corp 0.11% Add +0.1% 1,926 $690K
Keybank National Association 0.00% Reduce -1.3% 1,840 $660K
Teacher Retirement System of Texas 0.00% Reduce -44.0% 1,835 $658K
Joel Isaacson & Co., LLC 0.04% No change 1,834 $658K
Tyler-Stone Wealth Management 0.29% No change 1,828 $656K
Bank of Hawaii 0.03% Add +49.6% 1,816 $651K
Teamwork Financial Advisors, LLC 0.10% Add +51.9% 1,802 $646K
Degroof Petercam Asset Management 0.01% No change 1,751 $628K
Signaturefd, LLC 0.01% Add +3.8% 1,745 $626K
Metis Global Partners, LLC 0.02% Reduce -2.2% 1,744 $625K
Meridian Investment Counsel Inc. 0.21% No change 1,742 $625K
Corton Capital Inc. 0.23% Add +44.5% 1,740 $624K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.3% 1,733 $622K
Prosperity Wealth Management, Inc. 0.28% Add +231.7% 1,675 $601K
HM Payson & Co. 0.01% No change 1,674 $600K
Baron Capital (BAMCO) 0.00% Reduce -3.8% 1,655 $594K
First Trust Direct Indexing L.P. 0.04% Add +0.9% 1,575 $565K
HighPoint Advisor Group LLC 0.04% Reduce -9.4% 1,564 $562K
Battery Global Advisors, LLC 0.45% No change 1,557 $558K
EMC Capital Management 0.33% No change 1,600 $558K
Illinois Municipal Retirement Fund 0.01% No change 1,556 $558K
Maytree Asset Management Ltd 1.05% Reduce -33.0% 1,554 $557K
Evanson Asset Management, LLC 0.04% Reduce -8.9% 1,537 $551K
Integrated Wealth Concepts LLC 0.01% Add +14.0% 1,531 $549K
GraniteShares Advisors LLC 0.29% Add +6.1% 1,521 $545K
Moody National Bank Trust Division 0.04% Add +3.2% 1,492 $535K
Independent Advisor Alliance 0.02% Add +7.0% 1,491 $535K
Guardian Capital LP 0.02% Add +0.3% 1,486 $533K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +17.0% 1,480 $531K
Strategic Planning Group, LLC 0.13% Add +23.8% 1,469 $527K
Pier Capital, LLC 0.07% Add +1.4% 1,442 $517K
Harbert Fund Advisors, LLC 0.35% Reduce -23.0% 1,425 $511K
Vestcor Inc 0.02% Reduce -0.9% 1,421 $510K
Vident Advisory, LLC 0.01% Add +1.8% 1,388 $498K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +55.6% 1,374 $493K
TD Waterhouse Canada Inc. 0.00% No change 1,412 $491K
Citadel Advisors 0.00% Reduce -96.9% 1,366 $490K
Captrust Financial Advisors 0.00% Reduce -93.7% 1,357 $487K
Los Angeles Capital Management LLC 0.00% Reduce -89.8% 1,351 $485K
Parallel Advisors, LLC 0.01% Add +5.8% 1,331 $477K
Rakuten Investment Management, Inc. 0.00% Add +2482.3% 1,317 $472K
Erste Asset Management GmbH 0.01% Add +0.0% 1,300 $466K
Values First Advisors, Inc. 0.27% Reduce -29.3% 1,290 $463K
Teza Capital Management LLC 0.06% Add +12.1% 1,285 $461K
Lido Advisors, LLC 0.00% Add +156.2% 1,276 $458K
New York Life Investment Management LLC 0.00% Add +1.8% 1,258 $451K
Dakota Wealth Management 0.01% Add +140.1% 1,251 $449K
DC Investments Management, LLC 0.37% No change 1,229 $441K
Western Wealth Management, LLC 0.03% New 1,229 $441K
STF Management LP 0.19% Add +0.7% 1,218 $437K
Robertson Stephens Wealth Management, LLC 0.02% New 1,200 $430K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -1.8% 1,197 $429K
Fortis Capital Advisors, LLC 0.17% New 1,136 $407K
Belpointe Asset Management LLC 0.03% New 1,136 $407K
Empowered Funds, LLC 0.01% Add +75.4% 1,121 $402K
NFSG Corp 0.17% Add +24.6% 1,115 $400K
Sentry Investment Management LLC 0.15% No change 1,104 $396K
Maverick Capital 0.01% New 1,097 $393K
Bleakley Financial Group, LLC 0.01% Add +2.2% 1,094 $392K
Simplicity Wealth,LLC 0.01% New 1,086 $389K
Plato Investment Management Ltd 0.04% Add +408.5% 1,078 $387K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -58.4% 1,109 $384K
CSS LLC 0.09% Add +1.8% 1,069 $383K
Federation des caisses Desjardins du Quebec 0.00% Add +66.3% 1,043 $382K
Insigneo Advisory Services, LLC 0.05% Add +6.7% 1,061 $381K
Seaport Global Advisors, LLC 0.77% Reduce -46.3% 1,059 $380K
Fulton Bank, N.A. 0.02% Reduce -10.7% 1,054 $378K
Armistice Capital, LLC 0.01% New 1,053 $378K
Nisa Investment Advisors, LLC 0.00% No change 1,050 $377K
Spire Wealth Management 0.01% Add +161.1% 1,039 $373K
Menard Financial Group LLC 0.31% New 1,035 $371K
Bridgefront Capital, LLC 0.28% New 1,034 $371K
Mgo One Seven LLC 0.02% No change 1,031 $370K
Crewe Advisors LLC 0.04% New 1,012 $363K
Steward Partners Investment Advisory, LLC 0.00% Add +643.4% 1,011 $363K
FDx Advisors, Inc. 0.05% Reduce -0.6% 1,010 $362K
CloudAlpha Capital Management Limited/Hong Kong 0.05% Reduce -96.1% 1,000 $359K
UniSuper Management Pty Ltd 0.00% Add +100.0% 1,000 $359K
Mutual of America Capital Management LLC 0.00% No change 997 $358K
Clare Market Investments LLC 0.11% Add +76.9% 982 $352K
Banque Cantonale Vaudoise 0.01% Reduce -57.1% 981 $352K
Arkos Global Advisors 0.06% Add +15.1% 978 $351K
Prosperity Consulting Group, LLC 0.04% New 962 $345K
Raymond James Trust N.A. 0.01% Add +7.7% 955 $342K
Balentine LLC 0.01% Add +49.7% 952 $341K
Twin Peaks Wealth Advisors, LLC 0.19% No change 950 $341K
Beacon Pointe Advisors, LLC 0.00% Reduce -2.4% 946 $339K
Stratos Wealth Partners, LTD. 0.01% Add +31.3% 936 $336K
Ellevest, Inc. 0.02% Reduce -0.6% 936 $336K
Tanager Wealth Management LLP 0.05% No change 914 $328K
Clarius Group, LLC 0.02% Reduce -6.2% 897 $322K
TFB Advisors LLC 0.12% New 859 $321K
SpiderRock Advisors, LLC 0.01% — 897 $320K
Yousif Capital Management, LLC 0.00% Add +12.1% 888 $318K
Cynosure Group, LLC 0.06% New 874 $313K
Stephens Inc. 0.00% Reduce -28.7% 834 $299K
Westwind Capital 0.08% No change 832 $298K
Sequoia Financial Advisors, LLC 0.00% Add +2.0% 822 $295K
HB Wealth Management, LLC 0.00% Add +2.0% 821 $294K
Virtue Capital Management, LLC 0.05% New 825 $294K
Ossiam 0.01% Reduce -16.4% 814 $292K
Awm Capital, LLC 0.05% No change 804 $288K
Choreo, LLC 0.01% Reduce -23.9% 798 $286K
Atria Wealth Solutions, Inc. 0.00% Reduce -0.4% 787 $282K
Ostrum Asset Management 0.02% No change 776 $278K
Prospera Financial Services Inc 0.01% Reduce -5.3% 772 $277K
Versor Investments LP 0.06% New 760 $273K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 759 $272K
Prio Wealth Limited Partnership 0.01% No change 750 $269K
CHICAGO TRUST Co NA 0.06% No change 745 $267K
MWA Asset Management 0.19% Reduce -21.0% 737 $264K
Everhart Financial Group, Inc. 0.08% Add +0.6% 737 $264K
Oracle Alpha Inc. 0.47% Add +39.4% 733 $263K
Farther Finance Advisors, LLC 0.02% Add +1.0% 736 $262K
Cigna Investments Inc. 0.05% No change 727 $261K
CI Investments Inc. 0.00% Add +283.7% 729 $261K
ICICI Prudential Asset Management Co Ltd 0.03% Add +3.8% 718 $258K
Paloma Partners Management Co 0.05% New 714 $256K
Appleton Partners Inc. 0.02% No change 712 $255K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.4% 711 $255K
Mayflower Financial Advisors, LLC 0.04% Reduce -2.5% 698 $250K
Financial Perspectives, Inc 0.09% No change 697 $250K
Nwam LLC 0.02% Reduce -3.2% 703 $250K
Sapient Capital LLC 0.01% Reduce -29.2% 689 $247K
E&G Advisors, LLC 0.08% New 685 $246K
EP Wealth Advisors, LLC 0.00% Add +2.3% 680 $244K
Zega Financial, LLC 0.10% Add +4.2% 673 $241K
Wrapmanager Inc. 0.07% New 670 $240K
Tudor Investment Corporation 0.00% New 651 $233K
American Planning Services, Inc. 0.17% No change 649 $233K
Wealth Alliance, LLC 0.03% Add +4.9% 647 $232K
Hamilton Point Investment Advisors, LLC 0.04% No change 643 $231K
Cornerstone Wealth Management, LLC 0.02% No change 639 $229K
D L Carlson Investment Group Inc. 0.04% Reduce -1.6% 635 $228K
Whalen Wealth Management Inc. 0.17% New 633 $227K
Mount Lucas Management LP 0.08% Reduce -8.3% 628 $225K
NewEdge Wealth, LLC 0.01% New 609 $221K
Norinchukin Bank, The 0.01% Reduce -3.6% 615 $221K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -52.3% 614 $220K
New Century Financial Group, LLC 0.15% Add +9.5% 610 $219K
Wealthcare Advisory Partners LLC 0.01% Reduce -12.2% 605 $217K
E Fund Management Co., Ltd. 0.01% Reduce -77.9% 604 $217K
Quent Capital, LLC 0.03% Add +15.1% 601 $216K
Concurrent Investment Advisors, LLC 0.01% Reduce -16.9% 598 $214K
Caprock Group, LLC 0.01% Add +11.2% 597 $214K
Boussard & Gavaudan Investment Management LLP 0.04% New 588 $212K
Perennial Investment Advisors, LLC 0.03% Add +20.4% 590 $212K
Laidlaw Wealth Management LLC 0.12% New 585 $210K
Fifth Third Bancorp 0.00% Add +8.9% 576 $207K
Gotham Asset Management 0.00% Reduce -69.4% 575 $206K
Elevation Point Wealth Partners, LLC 0.02% Reduce -5.6% 572 $205K
Crossmark Global Holdings, Inc. 0.00% New 569 $204K
Nicholas Wealth, LLC. 0.16% New 566 $203K
Realta Investment Advisors 0.04% Add +8.5% 563 $202K
Allworth Financial LP 0.00% Add +6.7% 555 $199K
Rakuten Securities, Inc. 0.09% Reduce -95.8% 548 $197K
Transcendent Capital Group LLC 0.11% Add +788.3% 533 $191K
First Horizon Advisors, Inc. 0.01% Add +81.7% 516 $185K
West Tower Group, LLC 0.54% New 500 $179K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.1% 485 $174K
Icon Wealth Advisors, LLC 0.01% Add +12.3% 446 $160K
Truvestments Capital LLC 0.06% Reduce -8.0% 428 $153K
Blue Trust, Inc. 0.00% Add +412.1% 425 $152K
Edmond DE Rothschild Holding S.A. 0.00% Add +110.0% 422 $151K
Quadrant Capital Group LLC 0.01% Reduce -3.6% 397 $142K
Bessemer Group Inc. 0.00% Add +6.7% 383 $137K
Shell Asset Management Co. 0.01% Reduce -47.6% 546 $136K
NewEdge Advisors, LLC 0.00% Reduce -56.6% 375 $134K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 380 $129K
Principal Securities, Inc. 0.00% Add +7.5% 359 $129K
Global Retirement Partners, LLC 0.00% Add +202.7% 342 $123K
China Universal Asset Management Co., Ltd. 0.01% Add +131.2% 326 $117K
Emerald Mutual Fund Advisers Trust 0.01% Reduce -39.2% 326 $117K
Provenance Wealth Advisors, LLC 0.02% Add +62.0% 324 $116K
Advisors Asset Management, Inc. 0.00% Add +12.9% 324 $116K
EntryPoint Capital, LLC 0.10% New 310 $111K
Laurel Wealth Advisors LLC 0.02% No change 303 $109K
nVerses Capital, LLC 0.26% New 300 $108K
Geneos Wealth Management Inc. 0.00% Add +2.2% 283 $101K
Lindbrook Capital, LLC 0.01% Add +3.2% 255 $91K
Cutler Group LLC / CA 0.05% Reduce -81.4% 256 $91K
Pittenger & Anderson Inc. 0.00% No change 253 $91K
EverSource Wealth Advisors, LLC 0.01% Reduce -1.3% 223 $81K
Huntington National Bank 0.00% Add +99.1% 219 $79K
Traynor Capital Management, Inc. 0.01% New 218 $78K
Covestor Ltd 0.05% Reduce -55.0% 211 $76K
Acadian Asset Management LLC 0.00% Reduce -99.8% 207 $74K
Avior Wealth Management, LLC 0.00% Add +1940.0% 204 $73K
Alta Advisers Ltd 0.04% No change 200 $72K
Horizon Investments, LLC 0.00% Add +310.9% 189 $68K
CVA Family Office, LLC 0.01% Add +0.6% 179 $64K
Western Pacific Wealth Management, LP 0.05% Add +218.2% 175 $63K
Jamison Private Wealth Management, Inc. 0.01% Reduce -6.7% 167 $60K
Oliver Lagore Vanvalin Investment Group 0.02% Add +1275.0% 165 $59K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 158 $57K
Manchester Capital Management LLC 0.01% No change 154 $55K
Cullen/Frost Bankers, Inc. 0.00% Add +33.0% 153 $55K
DSM Capital Partners LLC 0.00% No change 148 $53K
Credit Agricole S A 0.00% Reduce -94.2% 155 $52K
TrinityBridge Ltd 0.00% New 140 $50K
GAMMA Investing LLC 0.01% Add +7.3% 133 $48K
CENTRAL TRUST Co 0.00% Add +6.5% 131 $47K
UMB Bank, n.a. 0.00% No change 131 $47K
Cambridge Trust Co. 0.00% No change 130 $47K
Westpac Banking Corp. 0.00% No change 128 $46K
Sunbelt Securities, Inc. 0.01% Add +155.1% 125 $45K
Abound Wealth Management 0.02% Add +0.8% 125 $45K
Financial Avengers, Inc. 0.02% No change 120 $43K
Kelly Financial Services LLC 0.02% Add +1387.5% 119 $43K
Point72 Hong Kong Ltd 0.00% New 119 $43K
Beacon Capital Management, LLC 0.01% Reduce -3.7% 105 $38K
Concourse Financial Group Securities, Inc. 0.00% Reduce -40.6% 101 $36K
Stone House Investment Management, LLC 0.01% New 100 $36K
Bartlett & Co. Wealth Management LLC 0.00% No change 100 $36K
Cubist Systematic Strategies, LLC 0.00% New 100 $36K
Raleigh Capital Management Inc. 0.02% Reduce -45.6% 99 $36K
Sandy Spring Bank 0.00% Add +14.1% 97 $35K
Hilltop National Bank 0.01% — 97 $35K
AlphaCentric Advisors LLC 0.02% Reduce -12.3% 93 $33K
Ofi Invest Asset Management 0.00% Add +30.7% 98 $33K
Carmichael Hill & Associates, Inc. 0.01% No change 90 $32K
Janiczek Wealth Management, LLC 0.01% Add +2.3% 88 $32K
Adirondack Trust Co. 0.01% No change 88 $32K
Valley National Advisers Inc. 0.00% Reduce -85.3% 88 $31K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -4.8% 79 $28K
Montag A & Associates Inc. 0.00% Reduce -1.3% 77 $28K
Harbour Investments, Inc. 0.00% Add +130.3% 76 $27K
Parkside Financial Bank & Trust 0.00% Reduce -43.8% 72 $26K
Private Trust Co. NA 0.00% Add +2.9% 71 $25K
Riverview Trust Co 0.02% New 68 $24K
Institutional & Family Asset Management, LLC 0.00% Add +97.1% 67 $24K
Catalyst Capital Advisors LLC 0.00% New 67 $24K
Capital Advisors, Ltd. LLC 0.00% No change 67 $24K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 60 $22K
WR Wealth Planners, LLC 0.01% New 60 $22K
Benjamin Edwards Inc. 0.00% New 52 $19K
Front Row Advisors LLC 0.01% No change 50 $18K
Hexagon Capital Partners LLC 0.00% Add +2.1% 49 $18K
Smartleaf Asset Management LLC 0.00% Add +50.0% 45 $16K
Liberty One Investment Management, LLC 0.00% Add +2.3% 44 $16K
St Germain D J Co. Inc. 0.00% No change 43 $15K
Jones Financial Companies LLLP 0.00% Add +4200.0% 43 $15K
Rise Advisors, LLC 0.01% Add +68.0% 42 $15K
Cornerstone Planning Group LLC 0.00% Add +20.6% 41 $15K
ICA Group Wealth Management, LLC 0.00% No change 40 $14K
Rothschild Investment LLC 0.00% No change 40 $14K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 39 $14K
Meeder Asset Management Inc. 0.00% New 39 $14K
Northwest Capital Management Inc 0.00% No change 38 $14K
Bell Investment Advisors, Inc 0.00% Add +2.9% 35 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Add +45.8% 35 $13K
Washington Trust Advisors, Inc. 0.00% Add +158.3% 31 $11K
Plante Moran Financial Advisors, LLC 0.00% Reduce -3.2% 30 $11K
Bogart Wealth, LLC 0.00% New 30 $11K
First Financial Corp. 0.01% Reduce -76.9% 30 $11K
Main Street Group, LTD 0.01% No change 30 $11K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% Reduce -93.1% 30 $10K
REAP Financial Group, LLC 0.00% Add +7.7% 28 $10K
Creekmur Asset Management LLC 0.00% New 28 $10K
BIT Capital GmbH 0.00% New 28 $10K
Continuum Advisory, LLC 0.00% New 25 $9K
Hantz Financial Services, Inc. 0.00% No change 21 $8K
Vima LLC 0.01% Add +54.5% 34 $8K
HighMark Wealth Management LLC 0.00% No change 20 $7K
Private Wealth Management Group, LLC 0.00% New 20 $7K
Zions Bancorporation, N.A. 0.00% Reduce -20.8% 19 $7K
Mather Group, Llc. 0.00% New 16 $7K
Grove Bank & Trust 0.00% No change 18 $6K
Sound Income Strategies, LLC 0.00% Add +350.0% 18 $6K
J.Safra Asset Management Corp 0.00% New 17 $6K
Avion Wealth 0.00% Add +6.7% 16 $6K
Lanark Financial, Inc. 0.00% No change 17 $6K
Tower View Wealth Management LLC 0.00% No change 15 $5K
Highline Wealth Partners LLC 0.00% New 15 $5K
SouthState Bank Corp 0.00% New 15 $5K
Baldwin Wealth Partners LLC 0.00% Reduce -97.1% 15 $5K
Harbor Investment Advisory, LLC 0.00% New 14 $5K
RFP Financial Group LLC 0.00% No change 12 $4K
Addison Advisors LLC 0.00% New 12 $4K
Westside Investment Management, Inc. 0.00% No change 12 $4K
Sachetta, LLC 0.00% No change 10 $4K
Atticus Wealth Management, LLC 0.00% No change 11 $4K
JFS Wealth Advisors, LLC 0.00% No change 11 $4K
Salem Investment Counselors Inc. 0.00% Reduce -57.7% 11 $4K
Redmont Wealth Advisors LLC 0.01% New 10 $4K
Berkshire Capital Holdings Inc. 0.00% No change 10 $4K
GPS Wealth Strategies Group, LLC 0.00% Reduce -66.7% 10 $4K
Macroview Investment Management LLC 0.00% Reduce -64.0% 9 $3K
Versant Capital Management, Inc 0.00% No change 9 $3K
Smithfield Trust Co 0.00% New 11 $3K
Valued Wealth Advisors LLC 0.00% No change 7 $3K
Balefire, LLC 0.00% No change 7 $3K
Caldwell Sutter Capital, Inc. 0.00% Reduce -25.0% 6 $2K
Park Place Capital Corp 0.00% No change 6 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
Quarry LP 0.00% Reduce -80.8% 5 $2K
Raffa Wealth Management, LLC 0.00% No change 5 $2K
AdvisorNet Financial, Inc 0.00% Reduce -28.6% 5 $2K
TD Private Client Wealth LLC 0.00% New 5 $2K
CoreCap Advisors, LLC 0.00% New 5 $2K
WealthCollab, LLC 0.00% No change 4 $1K
Blue Bell Private Wealth Management, LLC 0.00% No change 4 $1K
First Manhattan Co. Llc. 0.00% No change 3 $1K
Johnson Financial Group, Inc. 0.00% No change 3 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -25.0% 3 $1K
Financial Gravity Asset Management, Inc. 0.00% Reduce -62.5% 3 $1K
Winthrop Capital Management, LLC 0.00% No change 2 $1K
First PREMIER Bank 0.00% New 4 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -87.5% 1 $1K
Colonial Trust Co / SC 0.00% Add +50.0% 3 $963
TFC Financial Management, Inc. 0.00% Add +100.0% 2 $718
SJS Investment Consulting Inc. 0.00% No change 2 $718
Gradient Investments LLC 0.00% Reduce -50.0% 2 $717
Anfield Capital Management, LLC 0.00% New 1 $359
Riggs Asset Managment Co. Inc. 0.00% New 1 $359
Retirement Group, LLC 0.00% No change 1 $359
MV Capital Management, Inc. 0.00% No change 1 $359
Anchor Investment Management, LLC 0.00% No change 1 $359
FinTrust Capital Advisors, LLC 0.00% No change 3 $12

"% of holder's portfolio" is MDB's weight in each manager's 13F, not the share of Mongodb Inc. the manager owns.