MongodbMDB

13F holders, Q2 2024 (June 30)
661holders −75
77new positions
151sold out
8famous investors
$249.99avg. 13F price*

At the end of Q2 2024, 661 institutions reported holding Mongodb Inc. (MDB) in their 13F filings, down 75 from Q1 2024. 77 opened new positions and 151 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock Inc. ($1.5B) and FMR LLC ($1.3B). 8 famous investors held it, including Alex Sacerdote (0.4% of Whale Rock Capital Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Israel Englander (0.1% 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 → Q2 2024

InstitutionsTotal Value
New Positions77$555.5M
Exits151$876.0M

All 13F filers, Q1 2024 → Q2 2024: 12,017,269 shares bought and 9,614,633 shares sold, net +2,402,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 661 holders

Vanguard Group Inc. 0.03% Add +2.6% 7,089,766 $1.8B
BlackRock Inc. 0.03% Reduce -4.8% 6,120,150 $1.5B
FMR LLC 0.08% Add +3.3% 5,099,877 $1.3B
Wellington Management Group LLP 0.16% Add +71.0% 3,519,014 $879.6M
T. Rowe Price Associates Inc. 0.10% Add +9.8% 3,438,431 $859.5M
JPMorgan Chase & Co. 0.07% Add +10.7% 3,295,947 $823.9M
Jennison Associates LLC 0.40% Reduce -43.1% 2,509,986 $627.4M
Franklin Resources Inc. 0.16% Add +4.0% 2,034,150 $508.5M
State Street Corp. 0.02% Add +2.2% 1,539,614 $384.8M
Bank of America Corp. 0.03% Add +34.9% 1,369,257 $342.3M
Capital Research Global Investors 0.07% Add +73.1% 1,310,308 $327.5M
Geode Capital Management, LLC 0.03% Add +4.0% 1,195,222 $298.2M
Morgan Stanley 0.02% Add +41.3% 1,067,016 $266.7M
First Trust Advisors LP 0.26% Add +59.0% 998,428 $249.6M
Voya Investment Management LLC 0.27% Reduce -9.7% 975,718 $243.9M
Champlain Investment Partners, LLC 1.30% Add +53.9% 847,514 $211.8M
Capital World Investors 0.03% Reduce -50.3% 791,417 $197.8M
Invesco Ltd. 0.04% Reduce -53.3% 728,483 $182.1M
Swedbank AB 0.22% Add +156.3% 656,993 $164.2M
American Century Companies Inc. 0.09% Add +258.7% 601,274 $150.3M
Norges Bank 0.02% Reduce -29.4% 549,137 $137.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +72.5% 530,787 $132.7M
Millennium Management 0.11% Add +368.6% 510,926 $127.7M
T. Rowe Price Investment Management, Inc. 0.08% No change 506,536 $126.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.33% Add +215.4% 505,183 $126.3M
Westfield Capital Management Co. LP 0.60% Add +120.3% 488,722 $122.2M
Northern Trust Corp. 0.02% Add +1.8% 445,145 $111.3M
Gilder Gagnon Howe & Co. LLC 1.39% Reduce -7.3% 443,032 $110.7M
Thrivent Financial for Lutherans 0.21% Add +1098.1% 424,402 $106.1M
Amundi 0.04% Reduce -7.0% 393,781 $104.3M
Kodai Capital Management LP 1.98% Add +418.5% 415,276 $103.8M
Bank of New York Mellon Corp 0.02% Add +3.1% 409,576 $102.4M
Goldman Sachs Group Inc. 0.02% Add +34.5% 407,484 $101.9M
Macquarie Group Ltd. 0.12% Add +14.3% 402,266 $100.6M
Legal & General Group Plc 0.03% Add +7.2% 393,429 $98.3M
Ameriprise Financial Inc. 0.03% Reduce -34.9% 388,216 $97.0M
Allspring Global Investments Holdings, LLC 0.16% Reduce -20.5% 387,176 $96.8M
Clearbridge Investments, LLC 0.08% Reduce -14.2% 381,788 $95.4M
Blair William & Co. 0.24% Add +16.4% 315,830 $78.9M
Holocene Advisors, LP 0.31% New 295,873 $74.0M
Artisan Partners Limited Partnership 0.10% New 275,989 $69.0M
Frontier Capital Management Co. LLC 0.67% Add +23.1% 272,536 $68.1M
Charles Schwab Investment Management Inc. 0.01% Add +5.1% 270,844 $67.7M
Marshall Wace, LLP 0.10% Reduce -55.6% 268,958 $67.2M
Qube Research & Technologies Ltd 0.12% Add +177.4% 267,709 $66.9M
Citadel Advisors 0.07% Add +19440.2% 266,919 $66.7M
FIL Ltd 0.07% New 265,996 $66.5M
Citigroup Inc. 0.06% Add +141.8% 259,733 $64.9M
Barclays PLC 0.03% Reduce -10.7% 258,686 $64.7M
Royal Bank of Canada 0.02% Reduce -2.2% 256,094 $64.0M
Nuveen Asset Management, LLC 0.02% Add +8.3% 232,924 $58.2M
Contour Asset Management LLC 1.96% Add +1.1% 231,953 $58.0M
Fiera Capital Corp 0.18% Add +1.5% 231,915 $58.0M
Ensign Peak Advisors, Inc 0.10% Reduce -7.7% 227,558 $56.9M
Pictet Asset Management Holding SA 0.06% Add +29.8% 222,858 $55.7M
Gladstone Capital Management LLP 4.88% Reduce -0.2% 221,039 $55.3M
Kayne Anderson Rudnick Investment Management LLC 0.13% Reduce -4.6% 218,358 $54.6M
Swiss National Bank 0.04% Reduce -0.4% 215,400 $53.8M
Neuberger Berman Group LLC 0.04% Reduce -22.3% 213,382 $53.3M
Point72 Asset Management 0.17% New 208,556 $52.1M
Wells Fargo & Company 0.01% Reduce -2.8% 197,025 $49.2M
Balyasny Asset Management L.P. 0.13% New 196,534 $49.1M
Renaissance Technologies 0.08% Add +828.9% 183,000 $45.7M
1832 Asset Management L.P. 0.08% Reduce -64.8% 181,707 $45.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -5.4% 172,930 $43.2M
Employees Provident Fund Board 0.67% No change 166,854 $41.7M
Voloridge Investment Management, LLC 0.15% New 162,290 $40.6M
UBS Group AG 0.01% Add +44.2% 158,056 $39.5M
Spyglass Capital Management LLC 2.86% New 156,515 $39.1M
Candriam S.C.A. 0.21% Add +181.8% 139,922 $35.0M
National Pension Service 0.04% Add +32.8% 132,815 $33.2M
BNP Paribas Financial Markets 0.04% Reduce -11.4% 127,882 $32.0M
Allen Investment Management, LLC 0.38% Add +11.2% 126,428 $31.6M
D. E. Shaw & Co. 0.05% Add +177.4% 119,372 $29.8M
Squarepoint Ops LLC 0.11% Reduce -59.2% 118,128 $29.5M
Woodline Partners LP 0.28% New 117,639 $29.4M
Janus Henderson Group PLC 0.02% Add +261.0% 116,266 $29.1M
California State Teachers Retirement System 0.04% Add +3.1% 114,387 $28.6M
Sei Investments Co. 0.04% Add +26.5% 113,750 $28.4M
Deutsche Bank AG 0.01% Reduce -4.9% 111,574 $27.9M
Stifel Financial Corp. 0.03% Add +31.0% 111,486 $27.9M
Dimensional Fund Advisors LP 0.01% Add +19.2% 111,487 $27.9M
New York State Common Retirement Fund 0.04% Reduce -0.8% 110,673 $27.7M
TD Asset Management Inc 0.03% Add +13.1% 108,206 $27.0M
Delta Global Management LP 1.74% Add +275.7% 104,803 $26.2M
Envestnet Asset Management Inc. 0.01% Reduce -5.3% 103,871 $26.0M
Whale Rock Capital Management 0.36% Add +84.4% 102,308 $25.6M
Jane Street Group, LLC 0.03% Add +21.5% 97,224 $24.3M
Parallax Volatility Advisers, L.P. 0.69% Add +57.4% 94,637 $23.7M
Zevenbergen Capital Investments LLC 0.51% Reduce -1.1% 94,385 $23.6M
Rhumbline Advisers 0.02% Reduce -3.2% 91,116 $22.8M
Wealth High Governance Capital Ltda 5.58% Add +80.0% 90,000 $22.5M
California Public Employees Retirement System 0.02% Reduce -25.8% 89,210 $22.3M
Thematics Asset Management 0.90% Add +135.9% 88,252 $22.1M
Glynn Capital Management LLC 4.40% Add +60.3% 87,147 $21.8M
AXA S.A. 0.06% Reduce -3.4% 82,058 $20.5M
La Financiere DE L'echiquier 0.85% New 78,000 $19.5M
Bank of Montreal 0.01% Add +13.9% 76,073 $19.0M
Polar Capital Holdings Plc 0.11% Reduce -68.5% 74,436 $18.6M
Comerica Bank 0.08% Add +223.3% 72,993 $18.2M
CANADA LIFE ASSURANCE Co 0.03% Add +1.8% 71,450 $17.9M
Primecap Management Co. 0.01% Add +5.3% 70,700 $17.7M
State Board of Administration of Florida Retirement System 0.03% Reduce -9.3% 69,583 $17.4M
Rheos Capital Works Inc. 0.88% No change 67,000 $16.7M
ProShare Advisors LLC 0.04% Reduce -9.1% 64,674 $16.2M
Victory Capital Management Inc. 0.01% Reduce -0.5% 58,721 $14.7M
Korea Investment CORP 0.04% Reduce -29.4% 57,750 $14.4M
APG Asset Management N.V. 0.03% Add +7.6% 61,241 $14.3M
JAT Capital Mgmt LP 2.20% Reduce -5.4% 56,247 $14.1M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -4.5% 55,874 $14.0M
Alliancebernstein L.P. 0.00% Reduce -77.1% 54,790 $13.7M
Rafferty Asset Management, LLC 0.05% Add +55.8% 54,599 $13.6M
Asset Management One Co., Ltd. 0.05% Reduce -2.4% 53,706 $13.3M
Liontrust Investment Partners LLP 0.19% Add +76.7% 53,000 $13.2M
Russell Investments Group, Ltd. 0.02% Add +24.2% 52,184 $13.0M
Sycomore Asset Management 2.27% Add +86.4% 53,568 $12.9M
Nishkama Capital, LLC 1.90% New 50,976 $12.7M
Verition Fund Management LLC 0.11% Add +276.1% 50,476 $12.6M
HSBC Holdings PLC 0.01% Reduce -14.1% 50,420 $12.5M
Trexquant Investment LP 0.19% New 48,690 $12.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -9.8% 47,173 $11.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 46,247 $11.6M
Walleye Capital LLC 0.13% Reduce -14.9% 44,013 $11.0M
Raymond James & Associates 0.01% Reduce -21.0% 42,990 $10.7M
DekaBank Deutsche Girozentrale 0.02% Reduce -4.5% 43,141 $10.7M
Migdal Insurance & Financial Holdings Ltd. 0.18% New 42,000 $10.5M
PEAK6 Investments LLC 0.48% Add +21.8% 41,110 $10.3M
Capital Fund Management S.A. 0.12% New 40,898 $10.2M
SQN Investors LP 7.50% Add +193.0% 40,847 $10.2M
LPL Financial LLC 0.01% Reduce -13.0% 40,189 $10.0M
Truist Financial Corp. 0.02% Add +15.9% 40,184 $10.0M
Aurora Investment Managers, LLC. 6.92% Reduce -9.5% 19,139 $9.7M
State of Wisconsin Investment Board 0.03% Reduce -4.0% 38,551 $9.6M
Calamos Advisors LLC 0.07% Add +998.1% 37,248 $9.3M
William Blair Investment Management, LLC 0.02% Add +268.5% 34,385 $8.6M
Hudson Bay Capital Management LP 0.07% Add +106.5% 32,313 $8.1M
Walleye Trading LLC 0.16% Add +124.0% 31,523 $7.9M
Empower Advisory Group, LLC 0.03% Add +0.4% 31,035 $7.8M
Public Employees Retirement System of Ohio 0.03% Add +18.3% 30,663 $7.7M
HAP Trading, LLC 3.34% Add +139.1% 30,662 $7.7M
Treasurer of the State of North Carolina 0.03% Reduce -1.9% 30,502 $7.6M
Atika Capital Management LLC 0.88% No change 30,500 $7.6M
Arthedge Capital Management, LLC 5.62% No change 30,200 $7.5M
Whittier Trust Co. 0.11% Add +4.9% 29,764 $7.4M
Storebrand Asset Management As 0.02% Reduce -10.3% 29,310 $7.3M
Polar Asset Management Partners Inc. 0.28% New 28,800 $7.2M
Assetmark, Inc. 0.02% Add +13.3% 28,773 $7.2M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -2.8% 28,300 $7.1M
Danske Bank A/S 0.03% Reduce -24.4% 27,884 $7.0M
Manufacturers Life Insurance Company, The 0.01% Add +16.5% 27,079 $6.8M
Aberdeen Group plc 0.01% Reduce -26.4% 26,909 $6.7M
State of New Jersey Common Pension Fund D 0.03% Reduce -34.8% 26,814 $6.7M
Royal London Asset Management Ltd. 0.02% Add +0.2% 26,731 $6.7M
Empire Life Investments Inc. 0.42% Add +11.1% 26,524 $6.6M
Baillie Gifford & Co. 0.01% No change 26,477 $6.6M
Melqart Asset Management (UK) Ltd 0.62% Reduce -49.7% 26,438 $6.6M
Aviva PLC 0.02% Reduce -16.6% 25,772 $6.4M
Stephens Investment Management Group LLC 0.09% Add +35.1% 24,976 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -8.2% 24,200 $6.0M
Sierra Summit Advisors LLC 1.49% New 24,050 $6.0M
Nomura Asset Management Co. Ltd. 0.02% Reduce -69.5% 23,888 $6.0M
APG Asset Management US Inc. 0.03% Add +2.4% 22,567 $5.9M
Handelsbanken Fonder AB 0.02% Reduce -6.8% 22,806 $5.7M
Pursue Wealth Partners LLC 3.09% Add +2.4% 22,689 $5.7M
Cooper Creek Partners Management LLC 0.20% No change 21,930 $5.5M
Resona Asset Management Co.,Ltd. 0.03% Reduce -6.1% 21,795 $5.4M
Guggenheim Capital LLC 0.04% Reduce -15.1% 21,659 $5.4M
Pinebridge Investments, L.P. 0.04% Reduce -23.8% 21,426 $5.3M
GMT Capital Corp 0.19% New 21,000 $5.2M
Fernwood Investment Management, LLC 1.60% Reduce -3.3% 20,599 $5.1M
Curi Capital, LLC 0.12% Add +32.8% 20,510 $5.1M
Arizona State Retirement System 0.03% Add +0.7% 19,981 $5.0M
Fred Alger Management, LLC 0.02% Reduce -91.2% 19,979 $5.0M
Welch & Forbes LLC 0.07% Add +19.4% 19,618 $4.9M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +39.3% 19,486 $4.9M
Gratus Capital, LLC 0.19% Add +3.8% 19,334 $4.8M
Rokos Capital Management LLP 0.11% Reduce -57.9% 19,085 $4.8M
B. Metzler seel. Sohn & Co. AG 0.05% Add +25.8% 18,853 $4.7M
Wolverine Trading, LLC 0.08% Reduce -37.5% 18,835 $4.7M
Groupama Asset Managment 0.06% No change 800 $4.7M
GTS Securities LLC 0.09% Add +153.1% 18,263 $4.6M
Caption Management, LLC 0.49% Add +136.4% 18,200 $4.5M
ExodusPoint Capital Management, LP 0.05% New 17,853 $4.5M
Caxton Associates LP 0.17% Add +105.9% 17,500 $4.4M
Maytus Capital Management, LLC 1.52% New 17,000 $4.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.13% Add +2136.1% 16,972 $4.2M
HighTower Advisors, LLC 0.01% Reduce -46.5% 17,036 $4.2M
KBC Group NV 0.01% Reduce -31.7% 16,610 $4.2M
Slow Capital, Inc. 0.64% Add +3.7% 15,902 $4.0M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.04% — 15,887 $4.0M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.94% No change 15,738 $3.9M
Penserra Capital Management LLC 0.05% Add +556.7% 15,708 $3.9M
Hidden Lake Asset Management LP 3.27% New 15,360 $3.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -69.2% 15,000 $3.7M
Ilmarinen Mutual Pension Insurance Co 0.04% New 15,000 $3.7M
Creative Planning 0.00% Add +115.0% 14,991 $3.7M
Nissay Asset Management Corp. /Japan 0.02% Add +12.2% 14,572 $3.6M
Whittier Trust Co. of Nevada Inc. 0.10% Add +4.3% 14,534 $3.6M
Scientech Research LLC 0.74% New 14,394 $3.6M
Forsta Ap-Fonden 0.03% Reduce -8.3% 14,300 $3.6M
USS Investment Management Ltd 0.03% Add +3.0% 14,195 $3.5M
CIBC Asset Management Inc 0.01% Add +5.9% 14,064 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +61.7% 13,930 $3.5M
IFM Investors Pty Ltd 0.04% Add +0.3% 13,913 $3.5M
Mariner, LLC 0.01% Add +4.5% 13,879 $3.5M
Caisse de depot et placement du Quebec 0.01% Reduce -46.5% 13,711 $3.4M
Simplex Trading, LLC 0.11% Add +216.9% 13,683 $3.4M
Silvercrest Asset Management Group LLC 0.02% Reduce -2.4% 13,380 $3.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -20.0% 13,180 $3.2M
Allianz Asset Management GmbH 0.01% Add +11.1% 12,864 $3.2M
Two Sigma Securities, LLC 0.15% Reduce -45.4% 12,582 $3.1M
Clearline Capital LP 0.27% New 12,342 $3.1M
Xponance LLC 0.03% Add +0.9% 12,322 $3.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -10.4% 12,285 $3.1M
Commonwealth Equity Services, LLC 0.00% Reduce -8.9% 12,225 $3.1M
Robeco Institutional Asset Management B.V. 0.01% Reduce -48.8% 12,087 $3.0M
Natixis Advisors, LLC 0.01% Reduce -43.5% 12,083 $3.0M
Nordea Investment Management AB 0.00% Reduce -37.4% 11,467 $2.9M
DNB Asset Management AS 0.01% Reduce -63.6% 11,485 $2.9M
Sanctuary Advisors, LLC 0.02% — 7,442 $2.9M
SYSTM Wealth Solutions LLC 0.63% Add +68.0% 11,338 $2.8M
Utah Retirement Systems 0.03% Reduce -4.3% 11,240 $2.8M
State of Alaska, Department of Revenue 0.03% Add +45.7% 11,156 $2.8M
Insight Holdings Group, LLC 0.09% Add +70.3% 10,900 $2.7M
Alamar Capital Management, LLC 1.63% — 10,770 $2.7M
AQR Capital Management 0.00% Reduce -49.2% 10,710 $2.7M
Exchange Traded Concepts, LLC 0.07% Add +44.4% 10,230 $2.6M
Raymond James Financial Services Advisors, Inc. 0.00% Add +40.2% 9,949 $2.5M
Taylor Frigon Capital Management LLC 1.18% Add +0.4% 9,903 $2.5M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.56% Add +33.3% 9,600 $2.4M
Eventide Asset Management, LLC 0.04% Reduce -93.4% 9,432 $2.4M
CI Investments Inc. 0.01% Add +1193.4% 9,429 $2.4M
Tredje AP-fonden 0.02% Reduce -1.5% 9,372 $2.3M
Maxi Investments CY Ltd 0.53% Add +58.2% 9,366 $2.3M
Triton Financial Group Inc 1.63% Reduce -1.3% 9,272 $2.3M
Cibc World Markets Corp. 0.02% Add +19.7% 9,227 $2.3M
Daiwa Securities Group Inc. 0.01% Add +6.5% 9,191 $2.3M
Marex Group Ltd 0.06% Add +352.5% 9,050 $2.3M
Lighthouse Investment Partners, LLC 0.13% New 9,000 $2.2M
Shelton Capital Management 0.06% Add +6.0% 8,864 $2.2M
Robertson Stephens Wealth Management, LLC 0.12% Add +637.6% 8,851 $2.2M
Cinctive Capital Management LP 0.12% Reduce -77.7% 8,714 $2.2M
Interval Partners, LP 0.06% New 8,702 $2.2M
Leonteq Securities AG 0.30% Add +194.9% 8,687 $2.2M
Cetera Investment Advisers 0.00% Reduce -22.4% 8,440 $2.1M
Cerity Partners LLC 0.01% Add +10.3% 8,399 $2.1M
Vontobel Holding Ltd. 0.01% Add +126.3% 8,308 $2.1M
Osaic Holdings, Inc. 0.00% Add +16.4% 8,017 $2.0M
Chartwell Investment Partners, LLC 0.07% Add +3.3% 8,004 $2.0M
Keystone Investors Pte Ltd. 0.17% New 7,972 $2.0M
Toronto Dominion Bank 0.00% Reduce -67.7% 7,763 $1.9M
MML Investors Services, LLC 0.01% Reduce -15.7% 7,678 $1.9M
Alps Advisors Inc. 0.01% Add +51.4% 7,677 $1.9M
Jasper Ridge Partners, L.P. 0.06% No change 7,650 $1.9M
National Bank of Canada 0.00% Reduce -72.7% 7,243 $1.9M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.0% 7,599 $1.9M
Maytree Asset Management Ltd 1.98% Add +385.6% 7,546 $1.9M
Tower Research Capital LLC (TRC) 0.03% Add +89.4% 7,537 $1.9M
Emerald Advisers, LLC 0.08% Add +87.3% 7,391 $1.8M
Adero Partners, LLC 0.13% Reduce -0.3% 7,292 $1.8M
iA Global Asset Management Inc. 0.03% Add +6.3% 7,205 $1.8M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -4.2% 7,155 $1.8M
Quantinno Capital Management LP 0.03% Add +24.1% 7,135 $1.8M
TrueMark Investments, LLC 0.60% New 7,075 $1.8M
Moody LYNN Lieberson & Walker, LLC 0.11% Reduce -82.7% 6,914 $1.7M
Abn Amro Investment Solutions 0.03% Add +250.7% 6,838 $1.7M
Entropy Technologies, LP 0.18% New 6,819 $1.7M
Stonegate Investment Group, LLC 0.05% Add +0.3% 6,619 $1.7M
Itau Unibanco Holding S.A. 0.07% New 6,382 $1.6M
Oppenheimer Asset Management Inc. 0.02% Add +13.2% 6,365 $1.6M
CIBC Private Wealth Group LLC 0.00% Reduce -7.9% 6,092 $1.6M
Private Advisor Group, LLC 0.01% Add +167.4% 6,324 $1.6M
Corebridge Financial, Inc. 0.01% — 6,239 $1.6M
EFG Asset Management (North America) Corp. 0.27% Reduce -6.8% 6,188 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.1% 6,108 $1.5M
Principal Financial Group Inc. 0.00% Reduce -77.9% 5,935 $1.5M
Bokf, NA 0.03% Reduce -12.7% 5,880 $1.5M
Gulf International Bank (UK) Ltd 0.04% No change 5,820 $1.5M
Louisiana State Employees Retirement System 0.03% Add +1.8% 5,800 $1.4M
Greenland Capital Management LP 0.31% New 5,713 $1.4M
EFG Asset Management (Americas) Corp. 0.28% Add +57.7% 5,662 $1.4M
Ratan Capital Management LP 0.43% Reduce -21.0% 5,632 $1.4M
Silvant Capital Management LLC 0.06% No change 5,598 $1.4M
Ethic Inc. 0.03% Reduce -16.3% 5,531 $1.4M
AE Wealth Management LLC 0.01% Add +57.5% 5,523 $1.4M
Brighton Jones LLC 0.05% Reduce -0.2% 5,502 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +14.0% 5,471 $1.4M
MBB Public Markets I LLC 0.03% New 5,440 $1.4M
Pathstone Holdings, LLC 0.01% Reduce -1.1% 5,419 $1.4M
Red Spruce Capital, LLC 0.63% Add +19.6% 5,419 $1.4M
Darwin Wealth Management, LLC 0.67% Reduce -2.3% 5,382 $1.3M
Capstone Investment Advisors, LLC 0.06% Add +149.4% 5,332 $1.3M
Profund Advisors LLC 0.05% Add +0.2% 5,291 $1.3M
Azzad Asset Management Inc. 0.15% No change 5,214 $1.3M
Maryland State Retirement & Pension System 0.02% No change 5,206 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +11.0% 5,121 $1.3M
Xcel Wealth Management, LLC 0.39% No change 5,000 $1.2M
Andra AP-fonden 0.02% Reduce -25.4% 5,000 $1.2M
Schroder Investment Management Group 0.00% Reduce -90.6% 4,948 $1.2M
Cresset Asset Management, LLC 0.01% Add +133.2% 4,922 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -8.1% 4,887 $1.2M
Orion Portfolio Solutions, LLC 0.01% Reduce -8.1% 4,887 $1.2M
Oppenheimer & Co. Inc. 0.02% Reduce -10.1% 4,839 $1.2M
Aft, Forsyth & Company, Inc. 0.59% Reduce -3.1% 4,832 $1.2M
Diversified Trust Co. 0.03% Add +16.6% 4,794 $1.2M
Intech Investment Management LLC 0.01% Reduce -19.1% 4,703 $1.2M
Amalgamated Bank 0.01% Add +0.9% 4,603 $1.2M
Princeton Capital Management LLC 0.37% Add +0.2% 4,512 $1.1M
SG Americas Securities, LLC 0.01% Reduce -37.2% 4,486 $1.1M
Mercer Global Advisors Inc. 0.00% Reduce -23.7% 3,973 $1.1M
Knollwood Investment Advisory, LLC 0.12% New 4,450 $1.1M
Tidal Investments LLC 0.02% Reduce -40.9% 4,444 $1.1M
Pacer Advisors, Inc. 0.00% Reduce -4.1% 4,421 $1.1M
Summit Global Investments 0.08% Reduce -7.5% 4,411 $1.1M
MetLife Investment Management, LLC 0.01% Add +6.3% 4,378 $1.1M
Canada Pension Plan Investment Board 0.00% Reduce -34.0% 4,277 $1.1M
Exane Asset Management 0.75% New 4,265 $1.1M
Ieq Capital, LLC 0.01% Add +2.2% 4,259 $1.1M
Independent Financial Group, LLC 0.04% Reduce -27.1% 4,250 $1.1M
Hel Ved Capital Management Ltd 0.36% New 4,200 $1.0M
Mackenzie Financial Corp. 0.00% Add +0.8% 4,185 $1.0M
WINTON GROUP Ltd 0.07% Reduce -4.2% 4,145 $1.0M
Susquehanna International Group, LLP 0.00% Reduce -81.8% 4,127 $1.0M
Artal Group S.A. 0.03% Add +101.0% 4,021 $1.0M
Swiss Life Asset Management Ltd 0.01% Add +15.0% 4,016 $1.0M
Andar Capital Management HK Ltd 1.39% Reduce -82.7% 4,000 $1000K
Jump Financial, LLC 0.02% Reduce -47.1% 3,979 $995K
Credit Agricole S A 0.01% Add +2428.4% 3,919 $980K
Advisory Services Network, LLC 0.02% Reduce -50.6% 3,910 $977K
Washington Harbour Partners LP 1.70% New 3,900 $975K
Benjamin F. Edwards & Company, Inc. 0.02% Add +0.5% 3,891 $973K
Silicon Valley Community Foundation 0.04% Reduce -1.5% 3,868 $967K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.0% 3,823 $956K
EMC Capital Management 0.55% Add +125.0% 3,600 $953K
Teamwork Financial Advisors, LLC 0.14% Add +103.6% 3,669 $917K
Acadian Asset Management LLC 0.00% Add +1677.3% 3,679 $916K
Firsthand Capital Management, Inc. 1.75% Reduce -20.0% 4,000 $902K
Harbor Capital Advisors, Inc. 0.07% Add +26.1% 3,579 $895K
US Bancorp \de 0.00% Reduce -1.4% 3,545 $886K
Nebula Research & Development LLC 0.14% New 3,540 $885K
Optiver Holding B.V. 0.02% Reduce -42.3% 3,478 $869K
DAVENPORT & Co LLC 0.01% Add +39.0% 3,374 $843K
Motley Fool Asset Management LLC 0.06% Add +33.9% 3,186 $840K
WoodTrust Financial Corp 0.13% Add +73.9% 3,350 $837K
Baader Bank Aktiengesellschaft 0.06% Add +66.3% 3,327 $826K
Snowden Capital Advisors LLC 0.02% Reduce -85.3% 3,297 $824K
Wealthfront Advisers LLC 0.00% Reduce -46.2% 3,278 $819K
Banco Santander, S.A. 0.01% No change 3,128 $782K
Estate Counselors, LLC 0.09% No change 3,115 $779K
Cwm, LLC 0.00% Add +7.6% 3,113 $778K
Lazard Asset Management LLC 0.00% Reduce -12.8% 3,112 $777K
NEOS Investment Management LLC 0.03% Add +32.3% 3,065 $766K
Pier Capital, LLC 0.11% Add +112.5% 3,064 $766K
MYDA Advisors LLC 0.23% Reduce -33.3% 3,000 $750K
E. Ohman J:or Asset Management AB 0.02% No change 3,000 $750K
Yarbrough Capital, LLC 0.03% No change 2,977 $744K
Brandywine Managers, LLC 0.76% New 2,859 $715K
PNC Financial Services Group, Inc. 0.00% Reduce -32.5% 2,852 $713K
M&T Bank Corp 0.00% Reduce -56.5% 2,792 $697K
Wedbush Securities Inc. 0.02% Add +20.7% 2,739 $685K
New England Research & Management, Inc. 0.32% Reduce -5.6% 2,630 $657K
GraniteShares Advisors LLC 0.21% Add +68.1% 2,557 $639K
Carnegie Investment Counsel 0.02% Reduce -20.0% 2,539 $635K
OMERS ADMINISTRATION Corp 0.01% New 2,518 $629K
LBMC Investment Advisors, LLC 0.05% No change 2,500 $625K
Headlands Technologies LLC 0.07% New 2,488 $622K
David J Yvars Group 0.39% Reduce -6.6% 2,469 $617K
Corient Private Wealth LP 0.00% Reduce -3.2% 2,459 $615K
Centaurus Financial, Inc. 0.04% Add +6.5% 2,456 $614K
Circle Wealth Management, LLC 0.01% New 2,449 $612K
Perigon Wealth Management, LLC 0.02% Reduce -1.9% 2,444 $611K
Choreo, LLC 0.01% Add +187.1% 2,291 $603K
Frank, Rimerman Advisors LLC 0.04% New 2,397 $599K
Nicholas Investment Partners, LP 0.07% Reduce -70.3% 2,386 $596K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +6.6% 2,344 $586K
MN Wealth Advisors, LLC 0.33% New 2,303 $576K
Pine Valley Investments Ltd Liability Co 0.04% Add +1.4% 2,286 $571K
Bank of Nova Scotia 0.00% Reduce -17.4% 2,285 $571K
Vinva Investment Management Ltd 0.03% Reduce -33.9% 2,321 $567K
Federation des caisses Desjardins du Quebec 0.00% Add +116.4% 2,257 $564K
Qtron Investments LLC 0.08% Add +11.0% 2,253 $563K
Assenagon Asset Management S.A. 0.00% Reduce -89.9% 2,247 $562K
Strategic Advocates LLC 0.22% Add +13.0% 2,246 $561K
Prudential Financial Inc. 0.00% Reduce -9.3% 2,234 $558K
Vident Advisory, LLC 0.02% Add +60.2% 2,224 $556K
Virtu Financial LLC 0.04% New 2,220 $555K
Harvest Fund Management Co., Ltd 0.04% Reduce -7.2% 2,220 $554K
Prudential PLC 0.00% Reduce -90.4% 2,209 $552K
Qsemble Capital Management, LP 0.10% Reduce -68.9% 2,165 $541K
Brown Advisory Inc. 0.00% Reduce -0.9% 2,165 $541K
Rakuten Investment Management, Inc. 0.00% Add +67.4% 2,205 $538K
Banque Cantonale Vaudoise 0.02% Add +119.0% 2,148 $537K
Sherbrooke Park Advisers LLC 0.09% Reduce -48.5% 2,142 $535K
Man Group plc 0.00% Reduce -95.4% 2,131 $533K
Ameritas Investment Partners, Inc. 0.02% Add +1.8% 2,130 $532K
Kestra Advisory Services, LLC 0.00% Reduce -25.4% 2,108 $527K
Octahedron Capital Management L.P. 0.53% New 2,100 $525K
Hussman Strategic Advisors, Inc. 0.14% No change 2,100 $525K
Battery Global Advisors, LLC 0.35% Add +34.3% 2,091 $523K
Chicago Capital, LLC 0.02% Reduce -9.9% 2,081 $520K
Commerce Bank 0.00% Add +2.9% 2,065 $516K
Valmark Advisers, Inc. 0.01% Reduce -2.4% 2,063 $516K
Atria Investments, Inc 0.01% Reduce -37.4% 2,040 $510K
Avestar Capital, LLC 0.05% Reduce -4.3% 1,973 $493K
Panagora Asset Management Inc. 0.00% Reduce -32.3% 1,848 $462K
Joel Isaacson & Co., LLC 0.02% No change 1,834 $458K
XTX Topco Ltd 0.04% Reduce -23.1% 1,832 $458K
Tyler-Stone Wealth Management 0.19% No change 1,828 $457K
Metis Global Partners, LLC 0.02% Add +4.6% 1,825 $456K
TD Waterhouse Canada Inc. 0.00% Add +21.9% 1,722 $454K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -26.5% 1,812 $453K
Keybank National Association 0.00% Reduce -2.1% 1,802 $450K
QRG Capital Management, Inc. 0.01% Reduce -55.9% 1,794 $448K
Meridian Investment Counsel Inc. 0.14% No change 1,742 $435K
UniSuper Management Pty Ltd 0.00% Add +70.0% 1,700 $425K
HM Payson & Co. 0.01% No change 1,674 $418K
Cynosure Group, LLC 0.07% Add +91.5% 1,674 $418K
Baron Capital (BAMCO) 0.00% Add +0.1% 1,656 $414K
L & S Advisors Inc 0.05% Reduce -65.3% 1,642 $410K
First Trust Direct Indexing L.P. 0.03% Add +3.3% 1,627 $407K
nVerses Capital, LLC 0.24% Add +433.3% 1,600 $400K
Investment Management Corp of Ontario 0.01% Reduce -41.9% 1,591 $398K
Signaturefd, LLC 0.01% Reduce -10.1% 1,569 $392K
Illinois Municipal Retirement Fund 0.01% No change 1,556 $389K
Moody National Bank Trust Division 0.03% Add +4.1% 1,553 $388K
Wintrust Investments LLC 0.03% New 1,549 $387K
Empowered Funds, LLC 0.01% Add +36.9% 1,535 $384K
Intellectus Partners, LLC 0.10% New 1,530 $382K
Park Avenue Securities LLC 0.00% Reduce -22.2% 1,528 $382K
CastleKnight Management LP 0.05% New 1,500 $375K
HighPoint Advisor Group LLC 0.02% Reduce -2.6% 1,524 $374K
Integrated Wealth Concepts LLC 0.01% Reduce -5.0% 1,455 $364K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -2.0% 1,450 $362K
Independent Advisor Alliance 0.01% Reduce -3.4% 1,440 $360K
Vestcor Inc 0.01% No change 1,421 $355K
Meiji Yasuda Life Insurance Co 0.01% Reduce -43.2% 1,420 $355K
O'shaughnessy Asset Management, LLC 0.00% Reduce -34.1% 1,417 $354K
Teacher Retirement System of Texas 0.00% Reduce -23.0% 1,413 $353K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +17.9% 1,411 $353K
NFSG Corp 0.13% Add +25.6% 1,400 $350K
Evanson Asset Management, LLC 0.03% Reduce -9.8% 1,387 $347K
Farther Finance Advisors, LLC 0.02% Add +77.6% 1,307 $344K
Chilton Investment Co. Inc. 0.01% New 1,373 $343K
Avior Wealth Management, LLC 0.01% Add +558.8% 1,344 $336K
Prosperity Wealth Management, Inc. 0.16% Reduce -22.4% 1,300 $325K
Congress Park Capital LLC 0.13% New 1,275 $319K
Parallel Advisors, LLC 0.01% Reduce -5.6% 1,256 $314K
Prospera Financial Services Inc 0.01% Add +62.2% 1,252 $313K
Venturi Wealth Management, LLC 0.02% Reduce -51.5% 1,242 $310K
B. Riley Wealth Advisors, Inc. 0.01% Add +12.0% 1,242 $310K
DC Investments Management, LLC 0.26% No change 1,229 $307K
Values First Advisors, Inc. 0.18% Reduce -5.7% 1,216 $304K
Captrust Financial Advisors 0.00% Reduce -10.5% 1,214 $303K
Eisler Capital (US) LLC 0.06% New 1,195 $299K
Ostrum Asset Management 0.03% Add +53.4% 1,190 $297K
Cherry Creek Investment Advisors, Inc. 0.15% Reduce -62.8% 1,182 $295K
Lido Advisors, LLC 0.00% Reduce -8.5% 1,168 $292K
STF Management LP 0.12% Reduce -4.8% 1,159 $290K
Gsa Capital Partners LLP 0.02% New 1,158 $289K
Fulton Bank, N.A. 0.01% Add +7.7% 1,135 $284K
New York Life Investment Management LLC 0.00% Reduce -9.9% 1,134 $283K
Prime Capital Investment Advisors, LLC 0.00% Reduce -34.7% 1,131 $283K
Western Wealth Management, LLC 0.02% Reduce -9.4% 1,114 $278K
IFP Advisors, Inc 0.01% Reduce -76.9% 1,100 $275K
Group One Trading LLC 0.01% Reduce -50.6% 1,097 $274K
Dakota Wealth Management 0.01% Reduce -13.2% 1,086 $271K
Plato Investment Management Ltd 0.03% No change 1,078 $269K
Stephens Inc. 0.00% Add +28.4% 1,071 $268K
Mgo One Seven LLC 0.01% Add +3.1% 1,063 $266K
Polymer Capital Management (HK) LTD 0.05% New 1,050 $262K
Nisa Investment Advisors, LLC 0.00% No change 1,050 $262K
Natixis 0.00% Reduce -88.1% 1,034 $258K
Sentry Investment Management LLC 0.11% Reduce -6.3% 1,034 $258K
Erste Asset Management GmbH 0.00% Reduce -20.8% 1,030 $251K
Freedom Investment Management, Inc. 0.02% Reduce -55.4% 1,002 $250K
Symmetry Investments LP 0.03% New 1,000 $250K
Crewe Advisors LLC 0.03% Reduce -1.2% 1,000 $250K
Levin Capital Strategies, L.P. 0.03% New 1,000 $250K
Mutual of America Capital Management LLC 0.00% No change 997 $249K
TFB Advisors LLC 0.08% Add +14.3% 982 $245K
Arkos Global Advisors 0.04% No change 978 $244K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.7% 974 $243K
Inceptionr LLC 0.07% New 950 $237K
Twin Peaks Wealth Advisors, LLC 0.12% Reduce -0.1% 949 $237K
Quent Capital, LLC 0.03% Add +57.2% 945 $236K
Clarius Group, LLC 0.02% Add +5.1% 943 $236K
Tanager Wealth Management LLP 0.03% No change 914 $228K
Clare Market Investments LLC 0.06% Reduce -7.1% 912 $228K
Avantax Advisory Services, Inc. 0.00% New 890 $222K
Emerald Mutual Fund Advisers Trust 0.01% Add +169.3% 878 $219K
Yousif Capital Management, LLC 0.00% Reduce -2.0% 870 $217K
OneDigital Investment Advisors LLC 0.00% New 852 $213K
Ossiam 0.00% Add +4.5% 851 $213K
Bleakley Financial Group, LLC 0.01% Reduce -22.3% 850 $212K
Simplicity Wealth,LLC 0.00% Reduce -21.8% 849 $212K
Sender Co & Partners, Inc. 0.24% New 848 $212K
Ellevest, Inc. 0.01% Reduce -10.4% 839 $210K
Westwind Capital 0.05% Add +6121.5% 51,763 $208K
Atria Wealth Solutions, Inc. 0.00% Add +5.6% 831 $208K
Beacon Pointe Advisors, LLC 0.00% Reduce -12.3% 830 $207K
Bridgefront Capital, LLC 0.09% Reduce -21.0% 817 $204K
Baird Financial Group, Inc. 0.00% New 815 $204K
Northwestern Mutual Wealth Management Co. 0.00% Add +67.2% 811 $203K
ICICI Prudential Asset Management Co Ltd 0.02% Add +12.1% 805 $201K
Awm Capital, LLC 0.03% No change 804 $201K
Blue Trust, Inc. 0.00% Add +26.6% 538 $193K
NewEdge Advisors, LLC 0.00% Add +96.0% 735 $184K
Financial Perspectives, Inc 0.06% No change 697 $174K
Nvwm, LLC 0.04% New 670 $167K
Jones Financial Companies LLLP 0.00% Add +1397.7% 644 $161K
AlphaQuest LLC 0.02% New 640 $160K
Edmond DE Rothschild Holding S.A. 0.00% Add +51.0% 637 $159K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -53.9% 633 $158K
Fifth Third Bancorp 0.00% Add +7.6% 620 $155K
Allworth Financial LP 0.00% Reduce -1.1% 549 $138K
Transcendent Capital Group LLC 0.08% No change 533 $133K
Perennial Investment Advisors, LLC 0.02% Reduce -9.8% 532 $133K
Principal Securities, Inc. 0.00% Add +42.9% 513 $128K
CSS LLC 0.03% Reduce -53.2% 500 $125K
Ofi Invest Asset Management 0.00% Add +420.4% 510 $119K
China Universal Asset Management Co., Ltd. 0.02% Add +35.3% 441 $110K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 380 $98K
Natixis Investment Managers International 0.01% Reduce -83.1% 385 $96K
Quadrant Capital Group LLC 0.01% Reduce -5.5% 375 $94K
Clearstead Advisors, LLC 0.00% New 374 $93K
Bessemer Group Inc. 0.00% Reduce -5.2% 363 $91K
Advisors Asset Management, Inc. 0.00% Add +10.5% 358 $89K
Paloma Partners Management Co 0.01% Reduce -53.5% 332 $83K
Provenance Wealth Advisors, LLC 0.01% No change 324 $81K
Laurel Wealth Advisors LLC 0.01% No change 303 $76K
Rakuten Securities, Inc. 0.03% Reduce -48.0% 285 $71K
Geneos Wealth Management Inc. 0.00% Reduce -2.1% 277 $69K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -60.1% 245 $68K
Covestor Ltd 0.04% Add +21.3% 256 $64K
First Horizon Advisors, Inc. 0.00% Reduce -52.3% 246 $61K
Lindbrook Capital, LLC 0.01% Reduce -6.7% 238 $59K
EverSource Wealth Advisors, LLC 0.00% Reduce -1.4% 220 $56K
Kelly Financial Services LLC 0.02% Add +86.5% 222 $55K
Huntington National Bank 0.00% Reduce -1.8% 215 $54K
Horizon Investments, LLC 0.00% Add +13.8% 215 $54K
Westpac Banking Corp. 0.00% Add +64.1% 210 $52K
Alta Advisers Ltd 0.02% No change 200 $50K
CVA Family Office, LLC 0.01% Add +0.6% 180 $45K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.02% Add +460.0% 168 $42K
Jamison Private Wealth Management, Inc. 0.01% No change 167 $42K
International Assets Investment Management, LLC 0.00% New 166 $41K
Asset Dedication, LLC 0.00% New 163 $41K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 158 $39K
Manchester Capital Management LLC 0.00% No change 154 $38K
FNY Investment Advisers, LLC 0.03% New 152 $37K
DSM Capital Partners LLC 0.00% No change 148 $37K
Hantz Financial Services, Inc. 0.00% Add +566.7% 140 $35K
Quarry LP 0.01% Add +2580.0% 134 $33K
J.Safra Asset Management Corp 0.00% Add +682.4% 133 $33K
CENTRAL TRUST Co 0.00% No change 131 $33K
UMB Bank, n.a. 0.00% No change 131 $33K
Sandy Spring Bank 0.00% Add +30.9% 127 $32K
Sunbelt Securities, Inc. 0.00% No change 125 $31K
Abound Wealth Management 0.01% Reduce -0.8% 124 $31K
Pension & Wealth Management Advisors, Inc. 0.02% New 110 $27K
LRI Investments, LLC 0.00% New 106 $27K
Tidemark, LLC 0.01% New 106 $26K
Financial Avengers, Inc. 0.01% Reduce -16.7% 100 $25K
Mfa Wealth Advisors, LLC 0.01% New 100 $25K
Beacon Capital Management, LLC 0.00% Reduce -4.8% 100 $25K
Bartlett & Co. Wealth Management LLC 0.00% No change 100 $25K
Hilltop National Bank 0.01% No change 97 $24K
Avion Wealth 0.01% Add +487.5% 94 $23K
Carmichael Hill & Associates, Inc. 0.01% No change 90 $22K
Adirondack Trust Co. 0.01% No change 88 $22K
Smartleaf Asset Management LLC 0.00% Add +97.8% 89 $22K
Janiczek Wealth Management, LLC 0.00% Reduce -2.3% 86 $21K
Montag A & Associates Inc. 0.00% No change 77 $19K
Capital Advisors, Ltd. LLC 0.00% Add +11.9% 75 $19K
Global Retirement Partners, LLC 0.00% Reduce -77.8% 76 $19K
Mather Group, Llc. 0.00% Add +212.5% 50 $18K
Catalyst Capital Advisors LLC 0.00% Add +7.5% 72 $18K
Riverview Trust Co 0.02% No change 68 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Add +91.4% 67 $17K
Institutional & Family Asset Management, LLC 0.00% Reduce -1.5% 66 $16K
Valley National Advisers Inc. 0.00% Reduce -26.1% 65 $16K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -20.3% 63 $16K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 60 $15K
Harbor Investment Advisory, LLC 0.00% Add +321.4% 59 $15K
Western Pacific Wealth Management, LP 0.01% Reduce -68.6% 55 $14K
GAMMA Investing LLC 0.00% Reduce -60.9% 52 $13K
Front Row Advisors LLC 0.00% No change 50 $12K
Coppell Advisory Solutions LLC 0.00% — 50 $12K
Pittenger & Anderson Inc. 0.00% Reduce -80.6% 49 $12K
Plante Moran Financial Advisors, LLC 0.00% Add +63.3% 49 $12K
TD Private Client Wealth LLC 0.00% Add +880.0% 49 $12K
TrinityBridge Ltd 0.00% Reduce -67.9% 45 $11K
Harbour Investments, Inc. 0.00% Reduce -42.1% 44 $11K
St Germain D J Co. Inc. 0.00% No change 43 $11K
Rise Advisors, LLC 0.01% No change 42 $10K
Parkside Financial Bank & Trust 0.00% Reduce -43.1% 41 $10K
Private Trust Co. NA 0.00% Reduce -42.3% 41 $10K
Liberty One Investment Management, LLC 0.00% Reduce -6.8% 41 $10K
Trifecta Capital Advisors, LLC 0.00% New 40 $10K
Rothschild Investment LLC 0.00% No change 40 $10K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 39 $10K
Northwest Capital Management Inc 0.00% No change 38 $9K
WR Wealth Planners, LLC 0.00% Reduce -45.0% 33 $8K
Cornerstone Planning Group LLC 0.00% Reduce -12.2% 36 $8K
Main Street Group, LTD 0.00% No change 30 $8K
Bell Investment Advisors, Inc 0.00% Reduce -11.4% 31 $8K
Glen Eagle Advisors, LLC 0.00% New 29 $7K
Creekmur Asset Management LLC 0.00% No change 28 $7K
Private Wealth Management Group, LLC 0.00% No change 20 $5K
HighMark Wealth Management LLC 0.00% No change 20 $5K
Cullen/Frost Bankers, Inc. 0.00% Reduce -86.9% 20 $5K
Versant Capital Management, Inc 0.00% Add +111.1% 19 $5K
Continuum Advisory, LLC 0.00% Reduce -24.0% 19 $5K
Grove Bank & Trust 0.00% No change 18 $4K
Sound Income Strategies, LLC 0.00% No change 18 $4K
CBIZ Investment Advisory Services, LLC 0.00% New 17 $4K
Baldwin Wealth Partners LLC 0.00% Add +6.7% 16 $4K
Tower View Wealth Management LLC 0.00% No change 15 $4K
Highline Wealth Partners LLC 0.00% No change 15 $4K
Concourse Financial Group Securities, Inc. 0.00% Reduce -85.2% 15 $4K
Raleigh Capital Management Inc. 0.00% Reduce -86.9% 13 $3K
RFP Financial Group LLC 0.00% No change 12 $3K
Addison Advisors LLC 0.00% No change 12 $3K
Lanark Financial, Inc. 0.00% Reduce -5.9% 16 $3K
Zions Bancorporation, N.A. 0.00% Reduce -36.8% 12 $3K
Brown Brothers Harriman & Co. 0.00% Reduce -99.6% 12 $3K
Westside Investment Management, Inc. 0.00% No change 12 $3K
Atticus Wealth Management, LLC 0.00% No change 11 $3K
AdvisorNet Financial, Inc 0.00% Add +120.0% 11 $3K
Salem Investment Counselors Inc. 0.00% No change 11 $3K
Redmont Wealth Advisors LLC 0.00% No change 10 $3K
Planning Capital Management Corp 0.00% New 10 $3K
Ridgewood Investments LLC 0.00% New 10 $3K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 10 $3K
CoreCap Advisors, LLC 0.00% Add +100.0% 10 $3K
Gradient Investments LLC 0.00% Add +400.0% 10 $3K
Macroview Investment Management LLC 0.00% No change 9 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -18.2% 9 $2K
Larson Financial Group LLC 0.00% New 9 $2K
Summit Securities Group LLC 0.00% New 10 $2K
Valued Wealth Advisors LLC 0.00% No change 7 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 6 $2K
Park Place Capital Corp 0.00% No change 6 $2K
SouthState Bank Corp 0.00% Reduce -60.0% 6 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $1K
Fortitude Family Office, LLC 0.00% New 5 $1K
Raffa Wealth Management, LLC 0.00% No change 5 $1K
Sachetta, LLC 0.00% Reduce -50.0% 5 $1K
WealthCollab, LLC 0.00% No change 4 $1K
Winthrop Capital Management, LLC 0.00% No change 2 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
MV Capital Management, Inc. 0.00% Add +300.0% 4 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 3 $750
Riggs Asset Managment Co. Inc. 0.00% Add +100.0% 2 $500
SJS Investment Consulting Inc. 0.00% No change 2 $500
Colonial Trust Co / SC 0.00% Reduce -33.3% 2 $367
Lynx Investment Advisory 0.00% — 1 $250
Hexagon Capital Partners LLC 0.00% Reduce -98.0% 1 $250
FinTrust Capital Advisors, LLC 0.00% Add +166.7% 8 $21
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 1 $0

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