MongodbMDB

13F holders, Q3 2024 (September 30)
666holders +5
96new positions
87sold out
8famous investors
$270.87avg. 13F price*

At the end of Q3 2024, 666 institutions reported holding Mongodb Inc. (MDB) in their 13F filings, up 5 from Q2 2024. 96 opened new positions and 87 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.6B) and FMR LLC ($1.3B). 8 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions96$428.5M
Exits87$517.9M

All 13F filers, Q2 2024 → Q3 2024: 6,180,525 shares bought and 6,883,365 shares sold, net −702,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 666 holders

Vanguard Group Inc. 0.04% Add +3.0% 7,304,803 $2.0B
BlackRock, Inc. 0.03% — 5,919,705 $1.6B
FMR LLC 0.08% Reduce -4.6% 4,865,637 $1.3B
JPMorgan Chase & Co. 0.07% Add +1.9% 3,357,910 $907.8M
T. Rowe Price Associates Inc. 0.10% Reduce -4.5% 3,285,036 $888.1M
Wellington Management Group LLP 0.15% Reduce -10.2% 3,159,425 $854.2M
Jennison Associates LLC 0.52% Add +23.6% 3,102,024 $838.6M
Franklin Resources Inc. 0.15% Reduce -12.2% 1,785,926 $516.4M
State Street Corp. 0.02% Add +2.4% 1,575,826 $426.0M
Capital Research Global Investors 0.08% Add +9.4% 1,433,540 $387.6M
Geode Capital Management, LLC 0.03% Add +2.9% 1,230,036 $331.8M
Bank of America Corp. 0.03% Reduce -12.1% 1,203,409 $325.3M
Canada Pension Plan Investment Board 0.22% Add +19714.3% 847,456 $229.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +57.9% 838,346 $226.6M
Champlain Investment Partners, LLC 1.34% Reduce -3.0% 822,384 $222.3M
Invesco Ltd. 0.04% Add +8.5% 790,454 $213.7M
Voya Investment Management LLC 0.25% Reduce -21.3% 768,388 $207.7M
First Trust Advisors LP 0.20% Reduce -24.0% 759,013 $205.2M
Norges Bank 0.03% Add +37.6% 755,470 $204.2M
Morgan Stanley 0.01% Reduce -31.8% 727,297 $196.6M
American Century Companies Inc. 0.10% Add +5.0% 631,202 $170.6M
Swedbank AB 0.21% Reduce -8.5% 601,443 $162.6M
Bank of New York Mellon Corp 0.03% Add +28.0% 524,421 $141.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.35% Add +3.8% 524,302 $141.7M
Goldman Sachs Group Inc. 0.03% Add +27.9% 521,229 $140.9M
T. Rowe Price Investment Management, Inc. 0.08% No change 506,536 $136.9M
Westfield Capital Management Co. LP 0.61% Add +1.5% 496,248 $134.2M
Northern Trust Corp. 0.02% Reduce -1.1% 440,029 $119.0M
Legal & General Group Plc 0.03% Add +8.7% 427,759 $115.6M
Macquarie Group Ltd. 0.12% Add +3.2% 415,138 $112.2M
Clearbridge Investments, LLC 0.08% Reduce -3.0% 370,515 $100.2M
Gilder Gagnon Howe & Co. LLC 1.19% Reduce -16.6% 369,383 $99.9M
Holocene Advisors, LP 0.40% Add +22.6% 362,603 $98.0M
Amundi 0.04% Reduce -5.4% 372,554 $96.7M
Capital World Investors 0.01% Reduce -55.6% 351,491 $95.0M
Thrivent Financial for Lutherans 0.18% Reduce -17.7% 349,251 $94.4M
Citadel Advisors 0.10% Add +28.2% 342,120 $92.5M
Nuveen Asset Management, LLC 0.03% Add +45.2% 338,142 $91.4M
Blair William & Co. 0.24% Reduce -5.7% 297,809 $80.5M
Barclays PLC 0.03% Add +11.1% 287,285 $77.7M
Charles Schwab Investment Management Inc. 0.01% Add +2.8% 278,419 $75.3M
Royal Bank of Canada 0.02% Add +6.3% 272,201 $73.6M
Artisan Partners Limited Partnership 0.11% Reduce -1.6% 271,548 $73.4M
Frontier Capital Management Co. LLC 0.60% Reduce -13.2% 236,701 $64.0M
Spyglass Capital Management LLC 4.19% Add +50.8% 235,971 $63.8M
Ameriprise Financial Inc. 0.02% Reduce -39.3% 235,661 $63.7M
Balyasny Asset Management L.P. 0.16% Add +17.5% 230,887 $62.4M
Fiera Capital Corp 0.18% Reduce -2.7% 225,747 $61.0M
Swiss National Bank 0.04% Add +1.1% 217,700 $58.9M
Polar Capital Holdings Plc 0.28% Add +187.7% 214,125 $57.9M
Kayne Anderson Rudnick Investment Management LLC 0.13% Reduce -2.8% 212,214 $57.4M
Pictet Asset Management Holding SA 0.06% Reduce -5.3% 211,110 $57.1M
Ensign Peak Advisors, Inc 0.10% Reduce -7.7% 209,978 $56.8M
Wells Fargo & Company 0.01% Add +1.8% 200,492 $54.2M
Capital Fund Management S.A. 0.60% Add +384.4% 198,118 $53.6M
Jane Street Group, LLC 0.09% Add +103.7% 198,060 $53.5M
Deutsche Bank AG 0.02% Add +72.7% 192,644 $52.1M
Millennium Management 0.05% Reduce -62.9% 189,504 $51.2M
Employees Provident Fund Board 0.70% Add +13.1% 188,713 $51.0M
Citigroup Inc. 0.05% Reduce -28.7% 185,233 $50.1M
Contour Asset Management LLC 1.65% Reduce -20.4% 184,726 $49.9M
Avala Global LP 3.16% New 177,400 $48.0M
Allspring Global Investments Holdings, LLC 0.07% Reduce -54.7% 175,290 $47.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +0.7% 174,135 $47.1M
Eagle Asset Management Inc. 0.23% New 153,012 $44.4M
Delta Global Management LP 2.95% Add +54.9% 162,341 $43.9M
Twinbeech Capital LP 0.79% New 152,718 $41.3M
Summit Partners Public Asset Management, LLC 1.80% New 147,646 $39.9M
Candriam S.C.A. 0.22% Add +0.1% 140,052 $37.9M
Squarepoint Ops LLC 0.12% Add +15.6% 136,584 $36.9M
LBP Am SA 0.55% New 135,323 $36.6M
UBS Group AG 0.01% Reduce -16.2% 132,468 $35.8M
National Pension Service 0.03% Reduce -1.4% 131,005 $35.4M
Sei Investments Co. 0.04% Add +8.2% 123,039 $33.3M
Allen Investment Management, LLC 0.39% Reduce -5.1% 119,938 $32.4M
California State Teachers Retirement System 0.04% Reduce -0.1% 114,321 $30.9M
Point72 Asset Management 0.11% Reduce -45.8% 112,957 $30.5M
TD Asset Management Inc 0.03% Add +3.2% 111,698 $30.1M
Stifel Financial Corp. 0.03% Reduce -3.7% 107,322 $29.0M
Dimensional Fund Advisors LP 0.01% Reduce -4.1% 106,900 $28.9M
D. E. Shaw & Co. 0.04% Reduce -10.7% 106,565 $28.8M
Nicholas Company, Inc. 0.46% New 104,115 $28.1M
CANADA LIFE ASSURANCE Co 0.05% Add +45.2% 103,771 $28.1M
Envestnet Asset Management Inc. 0.01% Reduce -0.8% 103,039 $27.9M
Susquehanna International Group, LLP 0.05% Add +2244.5% 96,758 $26.2M
Rhumbline Advisers 0.02% Add +6.1% 96,671 $26.1M
New York State Common Retirement Fund 0.04% Reduce -12.8% 96,460 $26.1M
Healthcare of Ontario Pension Plan Trust Fund 0.06% New 94,824 $25.6M
Alliancebernstein L.P. 0.01% Add +68.8% 92,504 $25.0M
California Public Employees Retirement System 0.02% Add +2.3% 91,238 $24.7M
BNP Paribas Financial Markets 0.02% Reduce -29.4% 90,338 $24.4M
Thematics Asset Management 0.94% No change 88,252 $23.9M
JAT Capital Mgmt LP 3.99% Add +53.5% 86,320 $23.3M
Neuberger Berman Group LLC 0.02% Reduce -60.3% 84,683 $22.9M
Bank of Montreal 0.01% Add +10.3% 83,910 $22.6M
Glynn Capital Management LLC 5.17% Reduce -4.1% 83,609 $22.6M
Gladstone Capital Management LLP 1.89% Reduce -62.3% 83,235 $22.5M
AXA S.A. 0.07% Reduce -0.8% 81,429 $22.0M
Zevenbergen Capital Investments LLC 0.45% Reduce -15.2% 80,085 $21.7M
CIBC Private Wealth Group LLC 0.04% Add +1171.4% 77,451 $20.9M
Comerica Bank 0.08% Add +4.2% 76,085 $20.6M
Scout Investments, Inc. 0.51% New 65,772 $19.3M
ProShare Advisors LLC 0.05% Add +9.2% 70,651 $19.1M
Primecap Management Co. 0.01% Reduce -0.6% 70,250 $19.0M
Parallax Volatility Advisers, L.P. 0.57% Reduce -26.5% 69,552 $18.8M
State Board of Administration of Florida Retirement System 0.04% Reduce -1.8% 68,303 $18.5M
Renaissance Technologies 0.03% Reduce -62.7% 68,300 $18.5M
Rheos Capital Works Inc. 0.94% No change 67,000 $18.1M
Trexquant Investment LP 0.22% Add +34.1% 65,290 $17.7M
1832 Asset Management L.P. 0.03% Reduce -64.3% 64,873 $17.5M
HSBC Holdings PLC 0.01% Add +27.5% 64,299 $17.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +11.1% 62,071 $16.8M
Walleye Capital LLC 0.18% Add +32.0% 58,085 $15.7M
Daventry Group, LP 6.19% New 57,550 $15.6M
Victory Capital Management Inc. 0.02% Reduce -2.7% 57,127 $15.4M
CI Investments Inc. 0.06% Add +495.7% 56,170 $15.2M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Add +22411.0% 55,152 $15.1M
Oddo BHF Asset Management Sas 0.75% — 55,693 $15.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +13.2% 53,410 $14.4M
Russell Investments Group, Ltd. 0.02% Reduce -5.9% 49,116 $13.3M
Liontrust Investment Partners LLP 0.19% No change 53,000 $13.2M
Korea Investment CORP 0.03% Reduce -15.3% 48,935 $13.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -2.9% 44,892 $12.1M
DekaBank Deutsche Girozentrale 0.02% Add +2.8% 44,326 $11.9M
Raymond James & Associates 0.01% Add +2.5% 44,082 $11.9M
Migdal Insurance & Financial Holdings Ltd. 0.19% Add +3.6% 43,500 $11.8M
Walleye Trading LLC 0.28% Add +35.2% 42,620 $11.5M
Verition Fund Management LLC 0.09% Reduce -15.8% 42,477 $11.5M
Rafferty Asset Management, LLC 0.04% Reduce -22.8% 42,149 $11.4M
State of Wisconsin Investment Board 0.03% Add +7.4% 41,412 $11.2M
Aberdeen Group plc 0.02% Add +55.6% 41,875 $11.1M
Asset Management One Co., Ltd. 0.04% Reduce -24.4% 40,613 $11.0M
LPL Financial LLC 0.00% Reduce -1.9% 39,441 $10.7M
Aurora Investment Managers, LLC. 6.56% Reduce -6.5% 17,885 $10.2M
Two Sigma Securities, LLC 0.78% Add +190.8% 36,591 $9.9M
Advent International, L.P. 0.21% New 36,000 $9.7M
Bayesian Capital Management, LP 1.13% New 35,529 $9.6M
Calamos Advisors LLC 0.07% Reduce -4.7% 35,517 $9.6M
Sycomore Asset Management 1.55% Reduce -36.2% 34,173 $9.3M
Cubist Systematic Strategies, LLC 0.14% New 34,347 $9.3M
Man Group plc 0.03% Add +1506.5% 34,234 $9.3M
Engineers Gate Manager LP 0.18% New 33,607 $9.1M
iA Global Asset Management Inc. 0.16% Add +359.4% 33,100 $8.9M
Public Employees Retirement System of Ohio 0.04% Add +5.5% 32,344 $8.7M
Treasurer of the State of North Carolina 0.03% Add +4.1% 31,742 $8.6M
Schonfeld Strategic Advisors LLC 0.07% New 31,574 $8.5M
Empower Advisory Group, LLC 0.03% Reduce -0.0% 31,030 $8.4M
Whittier Trust Co. 0.11% Add +3.9% 30,933 $8.4M
Stephens Investment Management Group LLC 0.11% Add +22.8% 30,664 $8.3M
Atika Capital Management LLC 0.88% No change 30,500 $8.2M
Arthedge Capital Management, LLC 6.24% No change 30,200 $8.2M
Baillie Gifford & Co. 0.01% Add +13.8% 30,137 $8.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +100.0% 30,000 $8.1M
Point72 Hong Kong Ltd 0.57% New 29,458 $8.0M
Sterling Capital Management LLC 0.10% — 29,221 $7.9M
HAP Trading, LLC 3.99% Reduce -5.0% 29,127 $7.9M
Danske Bank A/S 0.03% Add +1.5% 28,299 $7.7M
Manufacturers Life Insurance Company, The 0.01% Add +3.8% 28,101 $7.6M
Storebrand Asset Management As 0.02% Reduce -4.5% 27,979 $7.6M
Royal London Asset Management Ltd. 0.02% Add +4.1% 27,830 $7.5M
State of New Jersey Common Pension Fund D 0.03% Add +3.2% 27,660 $7.5M
William Blair Investment Management, LLC 0.02% Reduce -19.6% 27,647 $7.5M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -2.5% 27,600 $7.5M
Aviva PLC 0.02% Add +2.5% 26,413 $7.1M
Empire Life Investments Inc. 0.43% Reduce -1.0% 26,258 $7.1M
Nomura Asset Management Co. Ltd. 0.02% Add +9.8% 26,229 $7.1M
Assetmark, Inc. 0.02% Reduce -11.2% 25,559 $6.9M
Truist Financial Corp. 0.01% Reduce -40.6% 23,862 $6.5M
PEAK6 Investments LLC 0.32% Reduce -43.0% 23,428 $6.3M
Handelsbanken Fonder AB 0.02% Add +1.5% 23,157 $6.3M
Curi Capital, LLC 0.14% Add +11.5% 22,872 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -7.9% 22,289 $6.0M
Hood River Capital Management LLC 0.10% New 22,249 $6.0M
Cooper Creek Partners Management LLC 0.19% No change 21,930 $5.9M
Resona Asset Management Co.,Ltd. 0.03% Reduce -0.0% 21,789 $5.9M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +11.3% 21,686 $5.9M
Teachers Retirement System of the State of Kentucky 0.05% New 21,600 $5.8M
Arizona State Retirement System 0.04% Add +5.2% 21,015 $5.7M
Welch & Forbes LLC 0.07% Add +7.1% 21,009 $5.7M
Maytus Capital Management, LLC 2.00% Add +23.5% 21,000 $5.7M
GMT Capital Corp 0.23% No change 21,000 $5.7M
Fernwood Investment Management, LLC 1.82% Reduce -0.1% 20,583 $5.6M
Guggenheim Capital LLC 0.04% Reduce -6.4% 20,281 $5.5M
Ilmarinen Mutual Pension Insurance Co 0.06% Add +33.3% 20,000 $5.4M
Focus Partners Wealth 0.02% New 19,797 $5.4M
AQR Capital Management 0.01% Add +80.4% 19,324 $5.2M
Rokos Capital Management LLP 0.19% No change 19,085 $5.2M
HighTower Advisors, LLC 0.01% Add +8.0% 18,401 $5.0M
Natixis Advisors, LLC 0.01% Add +51.5% 18,304 $4.9M
Pinebridge Investments, L.P. 0.04% Reduce -14.7% 18,268 $4.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.14% Add +5.0% 17,816 $4.8M
Creative Planning 0.00% Add +16.2% 17,418 $4.7M
Slow Capital, Inc. 0.72% Add +9.4% 17,399 $4.7M
KBC Group NV 0.01% Add +3.5% 17,189 $4.6M
Caption Management, LLC 0.49% Reduce -7.7% 16,800 $4.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% — 16,687 $4.5M
B. Metzler seel. Sohn & Co. Holding AG 0.04% — 16,150 $4.4M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -14.3% 16,150 $4.4M
MYDA Advisors LLC 1.24% Add +433.3% 16,000 $4.3M
Forsta Ap-Fonden 0.03% Add +11.9% 16,000 $4.3M
Nissay Asset Management Corp. /Japan 0.03% Add +9.7% 15,985 $4.3M
USS Investment Management Ltd 0.03% Add +11.4% 15,821 $4.3M
Ingalls & Snyder LLC 0.17% New 15,592 $4.2M
National Bank of Canada 0.01% Add +113.2% 15,441 $4.2M
Fred Alger Management, LLC 0.02% Reduce -24.0% 15,176 $4.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +23.3% 15,143 $4.1M
Whittier Trust Co. of Nevada Inc. 0.11% Add +3.9% 15,096 $4.1M
Caisse de depot et placement du Quebec 0.01% Add +8.7% 14,900 $4.0M
CIBC Asset Management Inc 0.01% Add +4.6% 14,717 $4.0M
Mariner, LLC 0.01% Add +5.0% 14,580 $3.9M
Pursue Wealth Partners LLC 2.13% Reduce -36.4% 14,440 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +9.2% 14,397 $3.9M
IFM Investors Pty Ltd 0.04% Add +3.0% 14,325 $3.9M
Alamar Capital Management, LLC 2.09% Add +29.9% 13,985 $3.8M
GTS Securities LLC 0.08% Reduce -23.6% 13,951 $3.8M
Silvercrest Asset Management Group LLC 0.03% Add +4.0% 13,912 $3.8M
ExodusPoint Capital Management, LP 0.04% Reduce -22.8% 13,779 $3.7M
Point72 (DIFC) Ltd 0.29% New 13,778 $3.7M
Wolverine Trading, LLC 0.10% Reduce -27.0% 13,749 $3.7M
Amitell Capital Pte Ltd 2.76% New 13,625 $3.7M
Campbell & CO Investment Adviser LLC 0.25% New 12,557 $3.4M
Xponance LLC 0.03% Add +1.6% 12,515 $3.4M
DNB Asset Management AS 0.01% Add +7.2% 12,312 $3.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -12.2% 12,236 $3.3M
Groupama Asset Managment 0.09% Add +1778.6% 15,029 $3.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -0.5% 12,032 $3.3M
Nordea Investment Management AB 0.00% Add +4.2% 11,944 $3.2M
Commonwealth Equity Services, LLC 0.00% Reduce -4.7% 11,653 $3.1M
Utah Retirement Systems 0.04% Add +3.6% 11,640 $3.1M
Insight Holdings Group, LLC 0.13% No change 10,900 $2.9M
Interval Partners, LP 0.08% Add +21.4% 10,563 $2.9M
Daiwa Securities Group Inc. 0.01% Add +12.3% 10,323 $2.8M
Firsthand Capital Management, Inc. 5.41% Add +150.0% 10,000 $2.7M
Allianz Asset Management GmbH 0.00% Reduce -22.1% 10,023 $2.7M
Virtu Financial LLC 0.15% Add +351.2% 10,016 $2.7M
Alight Capital Management LP 0.98% New 10,000 $2.7M
Sora Investors LLC 0.47% New 10,000 $2.7M
Lecap Asset Management Ltd. 0.58% New 9,944 $2.7M
Cetera Investment Advisers 0.01% Add +17.7% 9,932 $2.7M
Toronto Dominion Bank 0.00% Add +21.9% 9,462 $2.6M
Tredje AP-fonden 0.02% No change 9,372 $2.5M
Moody LYNN Lieberson & Walker, LLC 0.16% Add +35.2% 9,345 $2.5M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.60% Reduce -3.1% 9,300 $2.5M
Cerity Partners LLC 0.01% Add +8.3% 9,094 $2.5M
Taylor Frigon Capital Management LLC 1.21% Reduce -9.5% 8,965 $2.4M
Shelton Capital Management 0.06% No change 8,864 $2.4M
Robertson Stephens Wealth Management, LLC 0.09% Reduce -0.6% 8,800 $2.4M
Ethic Inc. 0.06% Add +19.5% 6,610 $2.4M
Y-Intercept (Hong Kong) Ltd 0.14% New 8,639 $2.3M
Vanguard Personalized Indexing Management, LLC 0.04% Add +20.6% 8,626 $2.3M
Aquatic Capital Management LLC 0.06% New 8,280 $2.2M
Penserra Capital Management LLC 0.05% Reduce -48.6% 8,075 $2.2M
Red Spruce Capital, LLC 0.98% Add +47.1% 7,970 $2.2M
Marex Group Ltd 0.05% Reduce -12.5% 7,920 $2.1M
Janus Henderson Group PLC 0.00% Reduce -93.2% 7,914 $2.1M
Tidal Investments LLC 0.02% Add +76.8% 7,859 $2.1M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -21.0% 7,858 $2.1M
Exchange Traded Concepts, LLC 0.05% Reduce -23.4% 7,836 $2.1M
Jasper Ridge Partners, L.P. 0.06% No change 7,650 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +100.0% 7,646 $2.1M
Private Advisor Group, LLC 0.01% Add +20.9% 7,643 $2.1M
Public Employees Retirement Association of Colorado 0.01% No change 7,599 $2.1M
CenterBook Partners LP 0.12% New 7,481 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -7.2% 7,437 $2.0M
Chartwell Investment Partners, LLC 0.07% Reduce -7.8% 7,380 $2.0M
Keystone Investors Pte Ltd. 0.14% Reduce -8.2% 7,320 $2.0M
Abn Amro Investment Solutions 0.03% Add +6.7% 7,296 $2.0M
Adero Partners, LLC 0.13% No change 7,292 $2.0M
MML Investors Services, LLC 0.01% Reduce -5.5% 7,252 $2.0M
Quantinno Capital Management LP 0.03% Reduce -0.1% 7,125 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -22.8% 5,747 $1.9M
Oppenheimer Asset Management Inc. 0.02% Add +10.7% 7,044 $1.9M
Stonegate Investment Group, LLC 0.05% Add +5.4% 6,979 $1.9M
Vontobel Holding Ltd. 0.01% Reduce -18.5% 6,770 $1.8M
Azzad Asset Management Inc. 0.19% Add +22.5% 6,387 $1.7M
Leonteq Securities AG 0.20% Reduce -27.3% 6,319 $1.7M
Acadian Asset Management LLC 0.01% Add +70.1% 6,257 $1.7M
Corebridge Financial, Inc. 0.01% Reduce -0.8% 6,186 $1.7M
Darwin Wealth Management, LLC 0.46% Add +14.5% 6,161 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 6,108 $1.7M
Emerald Advisers, LLC 0.06% Reduce -17.4% 6,101 $1.6M
Principal Financial Group Inc. 0.00% Add +2.7% 6,095 $1.6M
TrueMark Investments, LLC 0.53% Reduce -14.0% 6,087 $1.6M
Diker Management LLC 1.29% New 6,000 $1.6M
Shay Capital LLC 0.48% New 6,000 $1.6M
Jefferies Financial Group Inc. 0.03% New 6,000 $1.6M
Cibc World Markets Corp. 0.01% Reduce -36.1% 5,893 $1.6M
L & S Advisors Inc 0.18% Add +250.5% 5,755 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -3.5% 5,600 $1.5M
Silvant Capital Management LLC 0.07% No change 5,598 $1.5M
Gulf International Bank (UK) Ltd 0.04% Reduce -4.1% 5,580 $1.5M
Fox Run Management, L.L.C. 0.34% New 5,568 $1.5M
Capstone Investment Advisors, LLC 0.05% Add +4.4% 5,567 $1.5M
Oak Thistle LLC 0.49% New 5,543 $1.5M
Bokf, NA 0.03% Add +0.1% 5,887 $1.5M
Lighthouse Investment Partners, LLC 0.08% Reduce -38.9% 5,500 $1.5M
Scientech Research LLC 0.29% Reduce -62.0% 5,464 $1.5M
United Capital Financial Advisors, LLC 0.01% Reduce -0.7% 5,433 $1.5M
Cresset Asset Management, LLC 0.01% Add +9.1% 5,371 $1.5M
Dynamic Technology Lab Private Ltd 0.15% New 5,302 $1.4M
Diversified Trust Co. 0.04% Add +10.1% 5,280 $1.4M
Intech Investment Management LLC 0.02% Add +10.7% 5,205 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +4.4% 5,102 $1.4M
Orion Portfolio Solutions, LLC 0.01% Add +4.4% 5,102 $1.4M
Prelude Capital Management, LLC 0.11% New 5,083 $1.4M
Schroder Investment Management Group 0.00% Add +2.2% 5,056 $1.4M
Xcel Wealth Management, LLC 0.40% Reduce -0.5% 4,975 $1.3M
Profund Advisors LLC 0.05% Reduce -6.6% 4,943 $1.3M
Pacer Advisors, Inc. 0.00% Add +10.6% 4,889 $1.3M
Aft, Forsyth & Company, Inc. 0.64% Reduce -0.3% 4,817 $1.3M
AE Wealth Management LLC 0.01% Reduce -13.5% 4,775 $1.3M
Alps Advisors Inc. 0.01% Reduce -38.0% 4,757 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -1.8% 4,753 $1.3M
Rothschild Investment LLC 0.08% Add +11717.5% 4,727 $1.3M
Stratos Wealth Partners, LTD. 0.02% New 4,693 $1.3M
Triton Financial Group Inc 0.81% Reduce -49.4% 4,689 $1.3M
WINTON GROUP Ltd 0.09% Add +12.2% 4,651 $1.3M
Amalgamated Bank 0.01% Add +0.5% 4,624 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -15.2% 4,594 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +616.6% 4,536 $1.2M
Circle Wealth Management, LLC 0.03% Add +85.0% 4,531 $1.2M
Knollwood Investment Advisory, LLC 0.13% No change 4,450 $1.2M
MetLife Investment Management, LLC 0.01% Add +1.6% 4,450 $1.2M
Ieq Capital, LLC 0.01% Add +0.8% 4,291 $1.2M
Strategic Advocates LLC 0.41% Add +90.3% 4,275 $1.2M
Semanteon Capital Management, LP 0.77% New 4,203 $1.1M
Paloma Partners Management Co 0.08% Add +1150.6% 4,152 $1.1M
Maryland State Retirement & Pension System 0.02% Reduce -21.8% 4,069 $1.1M
EFG Asset Management (North America) Corp. 0.18% Reduce -34.5% 4,051 $1.1M
Mercer Global Advisors Inc. 0.00% Add +6.2% 4,221 $1.1M
Wealthfront Advisers LLC 0.00% Add +22.2% 4,005 $1.1M
Benjamin Edwards Inc. 0.02% New 3,901 $1.1M
Mackenzie Financial Corp. 0.00% Reduce -7.4% 3,877 $1.0M
US Bancorp \de 0.00% Add +9.1% 3,869 $1.0M
Aigen Investment Management, LP 0.21% New 3,866 $1.0M
Silicon Valley Community Foundation 0.04% Reduce -1.3% 3,818 $1.0M
Swiss Life Asset Management Ltd 0.01% Reduce -4.9% 3,820 $1.0M
APG Asset Management N.V. 0.01% Reduce -93.3% 4,133 $1.0M
Tyler-Stone Wealth Management 0.19% Add +100.0% 3,656 $988K
Advisory Services Network, LLC 0.02% No change 3,910 $977K
NewEdge Advisors, LLC 0.01% Add +389.5% 3,598 $973K
Harbor Capital Advisors, Inc. 0.04% Reduce -1.4% 3,527 $954K
Washington Harbour Partners LP 1.69% Reduce -10.3% 3,500 $946K
EFG Asset Management (Americas) Corp. 0.18% Reduce -38.5% 3,483 $942K
SeaBridge Investment Advisors LLC 0.23% New 3,437 $929K
Sherbrooke Park Advisers LLC 0.21% Add +59.2% 3,410 $922K
Harvest Fund Management Co., Ltd 0.05% Add +53.3% 3,403 $919K
Teza Capital Management LLC 0.10% New 3,391 $917K
Snowden Capital Advisors LLC 0.03% Add +1.5% 3,347 $905K
NEOS Investment Management LLC 0.03% Add +7.8% 3,304 $893K
DAVENPORT & Co LLC 0.01% Reduce -2.9% 3,277 $886K
Cwm, LLC 0.00% Add +5.0% 3,269 $884K
Princeton Capital Management LLC 0.28% Reduce -28.0% 3,247 $878K
Baader Bank Aktiengesellschaft 0.07% Reduce -3.8% 3,200 $865K
Motley Fool Asset Management LLC 0.05% Add +5.4% 3,357 $865K
Janney Montgomery Scott LLC 0.00% New 3,183 $861K
Banco Santander, S.A. 0.01% No change 3,128 $846K
Eisler Capital (US) LLC 0.16% Add +160.3% 3,110 $841K
M&T Bank Corp 0.00% Add +9.0% 3,043 $823K
Corient Private Wealth LP 0.00% Add +22.5% 3,013 $815K
Rakuten Investment Management, Inc. 0.00% Add +37.0% 3,022 $815K
E. Ohman J:or Asset Management AB 0.02% No change 3,000 $811K
Yarbrough Capital, LLC 0.03% No change 2,977 $805K
Keybank National Association 0.00% Add +64.5% 2,964 $801K
Hel Ved Capital Management Ltd 0.37% Reduce -30.2% 2,930 $792K
Brown Advisory Inc. 0.00% Add +33.4% 2,887 $781K
Optiver Holding B.V. 0.02% Reduce -17.4% 2,872 $776K
Brandywine Managers, LLC 0.83% No change 2,859 $773K
Transatlantique Private Wealth LLC 0.29% New 2,833 $766K
Alpha DNA Investment Management LLC 0.42% New 2,825 $764K
Wedbush Securities Inc. 0.03% Add +3.0% 2,820 $762K
Qtron Investments LLC 0.10% Add +24.0% 2,793 $755K
Pier Capital, LLC 0.10% Reduce -11.0% 2,726 $737K
Sapient Capital LLC 0.01% New 2,724 $736K
Assenagon Asset Management S.A. 0.00% Add +18.4% 2,661 $719K
Wbi Investments, LLC 0.17% New 2,600 $703K
MN Wealth Advisors, LLC 0.40% Add +11.8% 2,576 $696K
OMERS ADMINISTRATION Corp 0.01% No change 2,518 $681K
Banque Cantonale Vaudoise 0.03% Add +16.8% 2,508 $678K
SG Americas Securities, LLC 0.00% Reduce -44.3% 2,501 $676K
LBMC Investment Advisors, LLC 0.05% No change 2,500 $676K
Perigon Wealth Management, LLC 0.02% Add +0.7% 2,462 $666K
Choreo, LLC 0.01% Add +11.5% 2,554 $658K
Investment Management Corp of Ontario 0.01% Add +50.3% 2,391 $646K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +0.7% 2,361 $638K
XTX Topco Ltd 0.05% Add +28.3% 2,350 $635K
Metis Global Partners, LLC 0.02% Add +27.1% 2,319 $627K
Federation des caisses Desjardins du Quebec 0.00% Add +1.1% 2,281 $617K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -0.4% 2,276 $615K
Prudential Financial Inc. 0.00% Add +1.0% 2,257 $610K
GraniteShares Advisors LLC 0.41% Reduce -12.2% 2,244 $607K
Boothbay Fund Management, LLC 0.02% New 2,224 $601K
Ameritas Investment Partners, Inc. 0.02% Add +4.4% 2,223 $601K
Prudential PLC 0.00% No change 2,209 $597K
PNC Financial Services Group, Inc. 0.00% Reduce -23.3% 2,187 $591K
Atria Investments, Inc 0.01% Add +6.6% 2,175 $588K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -57.2% 2,194 $587K
Meiji Yasuda Life Insurance Co 0.01% Add +50.5% 2,137 $578K
Avestar Capital, LLC 0.06% Add +7.6% 2,123 $574K
Centaurus Financial, Inc. 0.04% Reduce -14.5% 2,100 $568K
APG Asset Management US Inc. 0.00% Reduce -90.3% 2,201 $567K
Battery Global Advisors, LLC 0.31% No change 2,091 $565K
Commerce Bank 0.00% Reduce -0.7% 2,050 $554K
Valmark Advisers, Inc. 0.01% Reduce -0.9% 2,044 $553K
Bank of Nova Scotia 0.00% Reduce -12.5% 2,000 $541K
Credit Agricole S A 0.00% Reduce -50.2% 1,951 $527K
BNP Paribas 0.02% New 1,950 $527K
Frank, Rimerman Advisors LLC 0.04% Reduce -20.8% 1,899 $513K
Occudo Quantitative Strategies LP 0.09% New 1,895 $512K
First Trust Direct Indexing L.P. 0.03% Add +16.0% 1,888 $510K
Panagora Asset Management Inc. 0.00% No change 1,848 $500K
Joel Isaacson & Co., LLC 0.02% No change 1,834 $496K
Qsemble Capital Management, LP 0.09% Reduce -15.3% 1,833 $496K
Kestra Advisory Services, LLC 0.00% Reduce -13.2% 1,830 $495K
Signaturefd, LLC 0.01% Add +11.7% 1,752 $474K
Meridian Investment Counsel Inc. 0.14% No change 1,742 $471K
Moody National Bank Trust Division 0.05% Add +12.1% 1,741 $471K
Intellectus Partners, LLC 0.12% Add +13.1% 1,730 $468K
Ballentine Partners, LLC 0.01% New 1,729 $467K
Carnegie Investment Counsel 0.01% Reduce -32.4% 1,717 $464K
Maxi Investments CY Ltd 0.12% Reduce -81.7% 1,710 $462K
HM Payson & Co. 0.01% Add +1.7% 1,703 $460K
UniSuper Management Pty Ltd 0.00% No change 1,700 $460K
O'shaughnessy Asset Management, LLC 0.00% Add +10.9% 1,572 $455K
Independent Financial Group, LLC 0.02% Reduce -60.7% 1,671 $452K
QRG Capital Management, Inc. 0.00% Reduce -7.1% 1,666 $450K
Baron Capital (BAMCO) 0.00% Add +0.3% 1,661 $449K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -10.1% 1,629 $440K
Gsa Capital Partners LLP 0.03% Add +38.0% 1,598 $432K
Bridgefront Capital, LLC 0.16% Add +91.9% 1,568 $424K
Empowered Funds, LLC 0.01% Add +1.5% 1,558 $421K
Illinois Municipal Retirement Fund 0.01% No change 1,556 $421K
NFSG Corp 0.15% Add +10.9% 1,552 $420K
HighPoint Advisor Group LLC 0.02% Reduce -0.5% 1,517 $412K
Independent Advisor Alliance 0.01% Add +5.3% 1,516 $410K
CastleKnight Management LP 0.05% No change 1,500 $406K
Prosperity Wealth Management, Inc. 0.16% Add +15.0% 1,495 $404K
Versor Investments LP 0.06% New 1,495 $404K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +2.8% 1,490 $403K
Gotham Asset Management 0.00% New 1,483 $401K
Vident Advisory, LLC 0.01% Reduce -33.9% 1,470 $397K
Captrust Financial Advisors 0.00% Add +19.0% 1,445 $391K
Vestcor Inc 0.01% No change 1,421 $384K
nVerses Capital, LLC 0.17% Reduce -12.5% 1,400 $378K
&partners 0.01% New 1,354 $378K
Park Avenue Securities LLC 0.00% Reduce -9.3% 1,386 $375K
TD Waterhouse Canada Inc. 0.00% Reduce -15.7% 1,452 $374K
Avior Wealth Management, LLC 0.01% Add +2.2% 1,374 $371K
Parallel Advisors, LLC 0.01% Add +6.5% 1,338 $362K
First Hawaiian Bank 0.01% New 1,328 $359K
Cynosure Group, LLC 0.05% Reduce -22.1% 1,304 $353K
New York Life Investment Management LLC 0.00% Add +14.2% 1,295 $350K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -9.4% 1,278 $346K
Congress Park Capital LLC 0.13% No change 1,275 $345K
Cherry Creek Investment Advisors, Inc. 0.17% Add +5.9% 1,252 $338K
Evanson Asset Management, LLC 0.02% Reduce -10.8% 1,237 $334K
Tower Research Capital LLC (TRC) 0.01% Reduce -83.6% 1,235 $334K
DC Investments Management, LLC 0.23% No change 1,229 $332K
Freedom Investment Management, Inc. 0.03% Add +22.4% 1,226 $332K
Values First Advisors, Inc. 0.18% Reduce -0.3% 1,212 $328K
Fulton Bank, N.A. 0.01% Add +5.6% 1,199 $324K
Lido Advisors, LLC 0.00% Add +2.0% 1,191 $322K
Prime Capital Investment Advisors, LLC 0.00% Add +5.2% 1,190 $322K
Jump Financial, LLC 0.01% Reduce -70.3% 1,180 $319K
Integrated Wealth Concepts LLC 0.00% Reduce -19.2% 1,175 $318K
Sequoia Financial Advisors, LLC 0.00% New 1,117 $302K
Ellevest, Inc. 0.02% Add +33.0% 1,116 $302K
NewEdge Wealth, LLC 0.01% New 1,093 $295K
Nisa Investment Advisors, LLC 0.00% Add +3.8% 1,090 $295K
Hilltop Holdings Inc. 0.02% New 1,079 $292K
IFP Advisors, Inc 0.01% Reduce -3.8% 1,058 $286K
Stephens Inc. 0.00% Reduce -1.3% 1,057 $286K
STF Management LP 0.13% Reduce -9.2% 1,053 $285K
Sentry Investment Management LLC 0.12% No change 1,034 $280K
Steward Partners Investment Advisory, LLC 0.00% Add +6.3% 1,035 $280K
Brevan Howard Capital Management LP 0.01% New 1,034 $280K
Avantax Advisory Services, Inc. 0.00% Add +13.9% 1,014 $274K
OneDigital Investment Advisors LLC 0.00% Add +18.0% 1,005 $272K
Crewe Advisors LLC 0.03% No change 1,000 $270K
Royal Fund Management, LLC 0.02% New 1,000 $270K
Ostrum Asset Management 0.02% Reduce -16.6% 993 $268K
Northwestern Mutual Wealth Management Co. 0.00% Add +22.2% 991 $268K
Arkos Global Advisors 0.04% No change 978 $264K
Chicago Capital, LLC 0.01% Reduce -53.4% 969 $262K
Mutual of America Capital Management LLC 0.00% Reduce -3.0% 967 $261K
ICICI Prudential Asset Management Co Ltd 0.03% Add +19.8% 964 $261K
TFB Advisors LLC 0.08% Reduce -2.1% 961 $260K
Tanager Wealth Management LLP 0.03% Add +4.7% 957 $259K
Twin Peaks Wealth Advisors, LLC 0.12% No change 949 $257K
CHICAGO TRUST Co NA 0.05% New 945 $255K
Clarius Group, LLC 0.02% No change 943 $255K
Mgo One Seven LLC 0.01% Reduce -11.3% 943 $255K
Bleakley Financial Group, LLC 0.01% Add +10.5% 939 $254K
China Universal Asset Management Co., Ltd. 0.03% Add +112.5% 937 $253K
Graham Capital Management, L.P. 0.01% New 923 $250K
Moore Capital Management, LP 0.01% New 916 $248K
Yousif Capital Management, LLC 0.00% Add +4.0% 905 $245K
Plato Investment Management Ltd 0.02% Reduce -16.3% 902 $244K
Emerald Mutual Fund Advisers Trust 0.01% No change 878 $237K
Farther Finance Advisors, LLC 0.01% Reduce -32.9% 877 $237K
Blue Trust, Inc. 0.00% Add +72.3% 927 $232K
Prospera Financial Services Inc 0.01% Reduce -31.6% 857 $232K
Weiss Asset Management LP 0.01% New 804 $217K
Awm Capital, LLC 0.03% Reduce -0.1% 803 $217K
Nwam LLC 0.01% New 781 $211K
Coldstream Capital Management Inc. 0.00% New 755 $209K
Siemens Fonds Invest GmbH 0.02% New 759 $205K
Prio Wealth Limited Partnership 0.01% New 750 $203K
Quarry LP 0.06% Add +443.3% 728 $197K
Financial Perspectives, Inc 0.07% No change 697 $188K
Quent Capital, LLC 0.02% Reduce -27.7% 683 $184K
Ossiam 0.00% Reduce -19.9% 682 $184K
Tidemark, LLC 0.08% Add +542.5% 681 $184K
Edmond DE Rothschild Holding S.A. 0.00% No change 637 $172K
Venturi Wealth Management, LLC 0.01% Reduce -49.6% 626 $169K
EMC Capital Management 0.11% Add +119.2% 7,891 $167K
Fifth Third Bancorp 0.00% Reduce -1.9% 608 $164K
Jones Financial Companies LLLP 0.00% Reduce -5.8% 607 $164K
Natixis 0.00% Reduce -42.2% 598 $162K
Allworth Financial LP 0.00% Add +3.8% 570 $154K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +253.2% 558 $151K
Shell Asset Management Co. 0.01% — 546 $148K
Transcendent Capital Group LLC 0.07% No change 533 $144K
Principal Securities, Inc. 0.00% Add +0.8% 517 $140K
West Tower Group, LLC 0.29% New 500 $135K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.05% Add +182.1% 474 $128K
GeoWealth Management, LLC 0.00% New 466 $126K
Icon Wealth Advisors, LLC 0.01% New 404 $109K
Clearstead Advisors, LLC 0.00% Add +7.8% 403 $109K
Centiva Capital, LP 0.00% New 396 $107K
Natixis Investment Managers International 0.01% No change 385 $104K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 380 $100K
Fourpath Capital Management, LLC 0.02% New 369 $100K
Advisors Asset Management, Inc. 0.00% Add +0.6% 360 $97K
Bessemer Group Inc. 0.00% Reduce -1.6% 357 $97K
Quadrant Capital Group LLC 0.01% Reduce -4.8% 357 $97K
Covestor Ltd 0.06% Add +32.0% 338 $91K
Rakuten Securities, Inc. 0.04% Add +16.5% 332 $90K
Provenance Wealth Advisors, LLC 0.01% No change 324 $88K
Truvestments Capital LLC 0.02% New 307 $83K
Laurel Wealth Advisors LLC 0.01% No change 303 $82K
Morse Asset Management, Inc 0.02% New 300 $81K
Lindbrook Capital, LLC 0.01% Add +16.4% 277 $75K
First Horizon Advisors, Inc. 0.00% Add +3.3% 254 $69K
Manchester Capital Management LLC 0.01% Add +58.4% 244 $66K
Smartleaf Asset Management LLC 0.01% Add +165.2% 236 $64K
J.Safra Asset Management Corp 0.01% Add +69.2% 225 $61K
Horizon Investments, LLC 0.00% Add +0.5% 216 $58K
Westpac Banking Corp. 0.00% No change 210 $57K
Huntington National Bank 0.00% Reduce -2.8% 209 $57K
Alta Advisers Ltd 0.02% No change 200 $54K
Summit Securities Group LLC 0.03% Add +1900.0% 200 $54K
CVA Family Office, LLC 0.01% Add +10.6% 199 $54K
Planning Capital Management Corp 0.03% Add +1820.0% 192 $52K
CoreCap Advisors, LLC 0.00% Add +1540.0% 164 $44K
Asset Dedication, LLC 0.00% No change 163 $44K
Wilmington Savings Fund Society, FSB 0.00% New 161 $44K
Jamison Private Wealth Management, Inc. 0.01% Reduce -10.2% 150 $41K
EverSource Wealth Advisors, LLC 0.00% Reduce -31.8% 150 $41K
DSM Capital Partners LLC 0.00% No change 148 $40K
Continuum Advisory, LLC 0.01% Add +621.0% 137 $40K
GAMMA Investing LLC 0.00% Add +178.8% 145 $39K
International Assets Investment Management, LLC 0.00% Reduce -14.5% 142 $38K
Hantz Financial Services, Inc. 0.00% No change 140 $38K
Brooklyn Investment Group 0.01% New 134 $36K
Wintrust Investments LLC 0.03% Reduce -91.3% 135 $36K
Alpine Bank Wealth Management 0.01% — 128 $35K
Sandy Spring Bank 0.00% No change 127 $34K
Abound Wealth Management 0.01% No change 124 $34K
CENTRAL TRUST Co 0.00% Reduce -9.9% 118 $32K
Global Retirement Partners, LLC 0.00% Add +51.3% 115 $31K
Financial Avengers, Inc. 0.01% No change 100 $27K
Mfa Wealth Advisors, LLC 0.01% No change 100 $27K
Beacon Capital Management, LLC 0.00% No change 100 $27K
Bartlett & Co. Wealth Management LLC 0.00% No change 100 $27K
Avion Wealth 0.01% Add +5.3% 99 $26K
Carmichael Hill & Associates, Inc. 0.01% No change 90 $24K
Hilltop National Bank 0.01% Reduce -8.3% 89 $24K
Adirondack Trust Co. 0.01% No change 88 $24K
Geneos Wealth Management Inc. 0.00% Reduce -70.0% 83 $22K
Capital Advisors, Ltd. LLC 0.00% Reduce -1.3% 74 $20K
Montag A & Associates Inc. 0.00% Reduce -9.1% 70 $19K
Riverview Trust Co 0.02% Add +2.9% 70 $19K
Pittenger & Anderson Inc. 0.00% Add +42.9% 70 $19K
Elequin Capital, LP 0.04% New 68 $18K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 60 $16K
Wolff Wiese Magana LLC 0.01% Add +1060.0% 58 $16K
Catalyst Capital Advisors LLC 0.00% Reduce -19.4% 58 $16K
Harbor Investment Advisory, LLC 0.00% Reduce -6.8% 55 $15K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -19.4% 54 $15K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -19.1% 51 $14K
Brown Brothers Harriman & Co. 0.00% Add +325.0% 51 $14K
Front Row Advisors LLC 0.00% No change 50 $14K
Coppell Advisory Solutions LLC 0.00% No change 50 $13K
Parkside Financial Bank & Trust 0.00% Add +2.4% 42 $11K
Trifecta Capital Advisors, LLC 0.00% No change 40 $11K
TD Private Client Wealth LLC 0.00% Reduce -18.4% 40 $11K
Macroview Investment Management LLC 0.01% Add +333.3% 39 $11K
Northwest Capital Management Inc 0.00% No change 38 $10K
Private Trust Co. NA 0.00% Reduce -7.3% 38 $10K
Legacy Bridge, LLC 0.01% New 37 $10K
MV Capital Management, Inc. 0.00% Add +825.0% 37 $10K
Harbour Investments, Inc. 0.00% Reduce -15.9% 37 $10K
LRI Investments, LLC 0.00% Reduce -68.9% 33 $10K
Lanark Financial, Inc. 0.00% Add +125.0% 36 $9K
WR Wealth Planners, LLC 0.00% No change 33 $9K
Rise Advisors, LLC 0.00% Reduce -28.6% 30 $8K
Main Street Group, LTD 0.00% No change 30 $8K
Bell Investment Advisors, Inc 0.00% Reduce -3.2% 30 $8K
Eastern Bank 0.00% New 30 $8K
Glen Eagle Advisors, LLC 0.00% No change 29 $8K
Creekmur Asset Management LLC 0.00% No change 28 $8K
Plante Moran Financial Advisors, LLC 0.00% Reduce -42.9% 28 $8K
Cullen/Frost Bankers, Inc. 0.00% Add +40.0% 28 $8K
Cornerstone Planning Group LLC 0.00% Reduce -30.6% 25 $7K
Mather Group, Llc. 0.00% Reduce -54.0% 23 $6K
TrinityBridge Ltd 0.00% Reduce -51.1% 22 $6K
Private Wealth Management Group, LLC 0.00% No change 20 $5K
Washington Trust Advisors, Inc. 0.00% New 19 $5K
Grove Bank & Trust 0.00% No change 18 $5K
Sound Income Strategies, LLC 0.00% No change 18 $5K
Ashton Thomas Securities, LLC 0.00% New 17 $5K
CBIZ Investment Advisory Services, LLC 0.00% No change 17 $5K
Sachetta, LLC 0.00% Add +220.0% 16 $4K
Jaffetilchin Investment Partners, LLC 0.00% New 16 $4K
Tower View Wealth Management LLC 0.00% No change 15 $4K
Versant Capital Management, Inc 0.00% Reduce -21.1% 15 $4K
Baldwin Wealth Partners LLC 0.00% Reduce -6.3% 15 $4K
Addison Advisors LLC 0.00% No change 12 $3K
Trust Co. of Vermont 0.00% New 12 $3K
Atticus Wealth Management, LLC 0.00% No change 11 $3K
Salem Investment Counselors Inc. 0.00% No change 11 $3K
Concourse Financial Group Securities, Inc. 0.00% Reduce -26.7% 11 $3K
Westside Investment Management, Inc. 0.00% No change 12 $3K
Ridgewood Investments LLC 0.00% No change 10 $3K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
Raleigh Capital Management Inc. 0.00% Reduce -23.1% 10 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 10 $3K
DT Investment Partners, LLC 0.00% New 10 $3K
Blume Capital Management, Inc. 0.00% New 9 $2K
JFS Wealth Advisors, LLC 0.00% No change 9 $2K
Larson Financial Group LLC 0.00% No change 9 $2K
Valued Wealth Advisors LLC 0.00% Add +14.3% 8 $2K
Hemington Wealth Management 0.00% New 11 $2K
Capital Analysts, LLC 0.00% New 8 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 6 $2K
Park Place Capital Corp 0.00% No change 6 $2K
Liberty One Investment Management, LLC 0.00% Reduce -85.4% 6 $2K
Earned Wealth Advisors, LLC 0.00% New 5 $1K
Fortitude Family Office, LLC 0.00% No change 5 $1K
Raffa Wealth Management, LLC 0.00% No change 5 $1K
AdvisorNet Financial, Inc 0.00% Reduce -54.5% 5 $1K
Ascentis Independent Advisors 0.00% New 4 $1K
Smithfield Trust Co 0.00% New 5 $1K
Lazard Asset Management LLC 0.00% Reduce -99.9% 4 $1K
Activest Wealth Management 0.00% New 3 $811
Colonial Trust Co / SC 0.00% Add +50.0% 3 $710
SYSTM Wealth Solutions LLC 0.02% — 2 $541
Riggs Asset Managment Co. Inc. 0.00% No change 2 $541
Key Financial Inc 0.00% New 2 $541
1620 Investment Advisors, Inc. 0.00% New 1 $383
Voisard Asset Management Group, Inc. 0.00% New 1 $271
Atwood & Palmer Inc. 0.00% New 1 $271
JDM Financial Group LLC 0.00% New 1 $270
FinTrust Capital Advisors, LLC 0.00% Reduce -62.5% 3 $10
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 1 $0

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