MongodbMDB

13F holders, Q4 2024 (December 31)
713holders +47
99new positions
79sold out
8famous investors
$233.17avg. 13F price*

At the end of Q4 2024, 713 institutions reported holding Mongodb Inc. (MDB) in their 13F filings, up 47 from Q3 2024. 99 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.6B) and FMR LLC ($810.2M). 8 famous investors held it, including Gavin Baker (2.6% of Atreides Management's portfolio), Daniel Sundheim (1.3% of D1 Capital Partners's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions99$782.9M
Exits79$497.5M

All 13F filers, Q3 2024 → Q4 2024: 11,475,775 shares bought and 13,235,716 shares sold, net −1,759,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 713 holders

Vanguard Group Inc. 0.03% Add +0.3% 7,328,745 $1.7B
BlackRock, Inc. 0.03% Add +15.7% 6,848,246 $1.6B
FMR LLC 0.05% Reduce -28.5% 3,480,245 $810.2M
JPMorgan Chase & Co. 0.06% Add +3.1% 3,462,023 $806.0M
Franklin Resources Inc. 0.14% Add +15.1% 2,054,888 $478.4M
State Street Corp. 0.01% Add +2.3% 1,611,721 $375.2M
Wellington Management Group LLP 0.07% Reduce -50.5% 1,563,699 $364.0M
Bank of America Corp. 0.03% Add +8.6% 1,307,324 $304.4M
Geode Capital Management, LLC 0.02% Add +1.8% 1,252,142 $291.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +36.2% 1,141,993 $265.9M
T. Rowe Price Associates Inc. 0.02% Reduce -73.7% 863,183 $201.0M
First Trust Advisors LP 0.18% Add +12.6% 854,906 $199.0M
Morgan Stanley 0.01% Add +14.3% 831,085 $193.5M
Invesco Ltd. 0.04% Add +3.5% 818,150 $190.5M
Norges Bank 0.02% Add +7.8% 814,331 $189.6M
Champlain Investment Partners, LLC 1.13% Reduce -6.9% 765,469 $178.2M
Amundi 0.06% Add +86.2% 693,740 $172.5M
American Century Companies Inc. 0.09% Add +8.5% 684,896 $159.5M
Bank of New York Mellon Corp 0.03% Add +30.4% 684,109 $159.3M
Swedbank AB 0.17% Add +0.2% 602,493 $140.3M
Citadel Advisors 0.13% Add +71.4% 586,320 $136.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.33% Add +9.2% 572,389 $133.3M
Capital Research Global Investors 0.03% Reduce -61.5% 552,540 $128.6M
T. Rowe Price Investment Management, Inc. 0.07% Add +0.5% 508,886 $118.5M
UBS Group AG 0.03% Add +283.4% 507,888 $118.2M
Macquarie Group Ltd. 0.14% Add +20.4% 499,735 $116.3M
Goldman Sachs Group Inc. 0.02% Reduce -4.3% 498,915 $116.2M
Millennium Management 0.10% Add +152.3% 478,087 $111.3M
Marshall Wace, LLP 0.14% New 474,019 $110.4M
Voya Investment Management LLC 0.13% Reduce -38.3% 474,019 $110.4M
Hudson Bay Capital Management LP 0.79% New 468,693 $109.1M
Northern Trust Corp. 0.02% Add +6.4% 468,010 $109.0M
Canada Pension Plan Investment Board 0.10% Reduce -46.3% 455,186 $106.0M
Balyasny Asset Management L.P. 0.25% Add +95.3% 450,919 $105.0M
Legal & General Group Plc 0.03% Reduce -2.8% 415,651 $96.8M
Royal Bank of Canada 0.02% Add +51.0% 410,954 $95.7M
Raymond James Financial Inc. 0.03% — 388,629 $90.5M
Barclays PLC 0.04% Add +29.2% 371,185 $86.4M
Nuveen Asset Management, LLC 0.02% Add +9.7% 370,986 $86.4M
Blair William & Co. 0.25% Add +24.4% 370,457 $86.2M
Squarepoint Ops LLC 0.22% Add +170.5% 369,517 $86.0M
Gilder Gagnon Howe & Co. LLC 0.92% Reduce -1.3% 364,573 $84.9M
Pictet Asset Management Holding SA 0.09% Add +69.1% 356,964 $83.1M
Atreides Management 2.57% New 351,859 $81.9M
Thrivent Financial for Lutherans 0.16% Reduce -0.9% 345,985 $80.5M
Frontier Capital Management Co. LLC 0.75% Add +43.3% 339,257 $79.0M
D1 Capital Partners 1.27% New 327,000 $76.1M
Assenagon Asset Management S.A. 0.12% Add +11057.0% 296,889 $69.1M
Charles Schwab Investment Management Inc. 0.01% Add +6.0% 295,213 $68.7M
Deutsche Bank AG 0.03% Add +52.9% 294,463 $68.6M
Employees Provident Fund Board 0.84% Add +54.2% 291,003 $67.7M
Clearbridge Investments, LLC 0.05% Reduce -23.4% 283,763 $66.1M
BNP Paribas Financial Markets 0.05% Add +199.7% 270,696 $63.0M
Citigroup Inc. 0.06% Add +44.4% 267,410 $62.3M
Spyglass Capital Management LLC 3.27% Add +5.8% 249,683 $58.1M
LBP Am SA 0.77% Add +81.8% 246,091 $57.3M
Jane Street Group, LLC 0.09% Add +21.6% 240,929 $56.1M
Susquehanna International Group, LLP 0.08% Add +148.1% 240,063 $55.9M
Ameriprise Financial Inc. 0.01% Add +1.4% 238,991 $55.6M
Point72 Asset Management 0.16% Add +111.3% 238,711 $55.6M
National Bank of Canada 0.07% Add +1422.2% 235,040 $54.7M
Capital World Investors 0.01% Reduce -34.4% 230,606 $53.7M
Ensign Peak Advisors, Inc 0.09% Add +4.8% 219,989 $51.2M
Fiera Capital Corp 0.16% Reduce -3.0% 219,044 $51.0M
Swiss National Bank 0.03% Reduce -4.1% 208,700 $48.6M
Contour Asset Management LLC 1.39% Add +11.3% 205,694 $47.9M
Kayne Anderson Rudnick Investment Management LLC 0.11% Reduce -4.6% 202,512 $47.1M
Nicholas Company, Inc. 0.76% Add +94.5% 202,509 $47.1M
Allspring Global Investments Holdings, LLC 0.07% Add +9.0% 191,115 $46.7M
Acadian Asset Management LLC 0.13% Add +3088.2% 199,485 $46.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +12.2% 195,443 $45.5M
Summit Partners Public Asset Management, LLC 1.51% Add +31.1% 193,604 $45.1M
1832 Asset Management L.P. 0.08% Add +185.0% 184,873 $43.0M
Neuberger Berman Group LLC 0.03% Add +116.0% 182,884 $42.6M
Verition Fund Management LLC 0.21% Add +313.9% 175,804 $40.9M
Avala Global LP 2.47% Reduce -4.1% 170,200 $39.6M
Capital Fund Management S.A. 0.37% Reduce -19.5% 159,552 $37.1M
Kodai Capital Management LP 1.44% New 151,212 $35.2M
Candriam S.C.A. 0.19% Add +2.6% 143,639 $33.4M
Thematics Asset Management 1.34% Add +49.9% 132,313 $30.8M
National Pension Service 0.03% Reduce -11.1% 116,434 $27.1M
Wells Fargo & Company 0.01% Reduce -42.1% 116,104 $27.0M
Stifel Financial Corp. 0.03% Add +6.4% 114,216 $26.6M
California State Teachers Retirement System 0.03% Reduce -0.3% 113,938 $26.5M
Wolverine Trading, LLC 0.60% Add +724.0% 113,294 $26.5M
Allen Investment Management, LLC 0.30% Reduce -5.8% 112,956 $26.3M
Walleye Capital LLC 0.27% Add +90.5% 110,658 $25.8M
Sei Investments Co. 0.03% Reduce -12.1% 108,209 $25.2M
Dimensional Fund Advisors LP 0.01% Reduce -0.2% 106,706 $24.8M
Alyeska Investment Group, L.P. 0.09% New 105,808 $24.6M
AXA S.A. 0.07% Add +29.0% 105,035 $24.5M
CANADA LIFE ASSURANCE Co 0.04% Add +0.2% 103,932 $24.2M
Eventide Asset Management, LLC 0.44% New 102,961 $24.0M
Twin Tree Management, LP 0.55% New 97,467 $22.7M
Rhumbline Advisers 0.02% Add +0.5% 97,138 $22.6M
LMR Partners LLP 0.50% New 95,000 $22.1M
New York State Common Retirement Fund 0.03% Reduce -2.6% 93,960 $21.9M
Daventry Group, LP 8.24% Add +61.1% 92,720 $21.6M
Tudor Investment Corporation 0.23% New 91,544 $21.3M
CIBC Private Wealth Group LLC 0.04% Add +10.4% 85,519 $21.3M
Primecap Management Co. 0.02% Add +28.6% 90,350 $21.0M
Bank of Montreal 0.01% Add +6.1% 89,055 $20.7M
Envestnet Asset Management Inc. 0.01% Reduce -14.5% 88,114 $20.5M
Qube Research & Technologies Ltd 0.03% New 87,111 $20.3M
Alliancebernstein L.P. 0.01% Reduce -6.0% 87,001 $20.3M
ProShare Advisors LLC 0.05% Add +20.2% 84,911 $19.8M
Glynn Capital Management LLC 4.66% Add +1.5% 84,880 $19.8M
California Public Employees Retirement System 0.01% Reduce -7.9% 84,002 $19.6M
Rheos Capital Works Inc. 1.06% Add +22.4% 82,000 $19.1M
Delta Global Management LP 1.57% Reduce -49.7% 81,606 $19.0M
Zevenbergen Capital Investments LLC 0.37% Reduce -2.9% 77,730 $18.1M
D. E. Shaw & Co. 0.02% Reduce -30.9% 73,600 $17.1M
Trexquant Investment LP 0.20% Add +11.0% 72,493 $16.9M
State Board of Administration of Florida Retirement System 0.03% Add +1.0% 68,993 $16.1M
Vaughan Nelson Investment Management, L.P. 0.14% New 66,675 $15.5M
Man Group plc 0.05% Add +94.7% 66,645 $15.5M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Add +13.0% 62,335 $14.7M
CI Investments Inc. 0.05% Add +10.7% 62,198 $14.5M
Polar Asset Management Partners Inc. 0.28% New 62,100 $14.5M
IMC-Chicago, LLC 0.39% New 62,039 $14.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +9.5% 58,466 $14.4M
HRT Financial LP 0.07% New 61,295 $14.3M
PEAK6 LLC 0.56% — 60,897 $14.2M
TD Asset Management Inc 0.01% Reduce -46.6% 59,633 $13.9M
Arrowstreet Capital, Limited Partnership 0.01% New 59,412 $13.8M
Senvest Management, LLC 0.42% New 59,100 $13.8M
Korea Investment CORP 0.03% Add +20.3% 58,871 $13.7M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -6.1% 58,261 $13.6M
Victory Capital Management Inc. 0.01% Add +0.7% 57,504 $13.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% — 57,000 $13.3M
Walleye Trading LLC 0.26% Add +32.7% 56,544 $13.2M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +287.1% 55,736 $13.1M
Oddo BHF Asset Management Sas 0.66% Add +0.6% 56,015 $13.0M
Brevan Howard Capital Management LP 0.33% Add +5298.3% 55,818 $13.0M
Cinctive Capital Management LP 0.70% New 55,620 $12.9M
Advent International, L.P. 0.30% Add +51.4% 54,500 $12.7M
Sora Investors LLC 1.41% Add +443.8% 54,380 $12.7M
Liontrust Investment Partners LLP 0.18% Add +2.1% 54,104 $12.6M
Russell Investments Group, Ltd. 0.02% Add +7.5% 52,804 $12.3M
Rafferty Asset Management, LLC 0.04% Add +24.1% 52,321 $12.2M
Driehaus Capital Management LLC 0.10% New 51,719 $12.0M
Teachers Retirement System of the State of Kentucky 0.11% Add +138.1% 51,432 $12.0M
CIBC Asset Management Inc 0.04% Add +239.6% 49,973 $11.6M
Tairen Capital Ltd 1.71% New 49,900 $11.6M
Lansforsakringar Fondforvaltning AB (publ) 0.04% — 49,556 $11.5M
Sycomore Asset Management 1.62% Add +22.3% 41,780 $11.4M
Penserra Capital Management LLC 0.20% Add +486.9% 47,394 $11.0M
State of Wisconsin Investment Board 0.03% Add +10.4% 45,736 $10.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -0.8% 44,527 $10.4M
DekaBank Deutsche Girozentrale 0.02% No change 44,326 $10.4M
Aviva PLC 0.03% Add +68.1% 44,405 $10.3M
Caisse de depot et placement du Quebec 0.02% Add +196.0% 44,103 $10.3M
HSBC Holdings PLC 0.01% Reduce -32.2% 43,574 $10.2M
Nomura Asset Management Co. Ltd. 0.03% Add +66.1% 43,574 $10.1M
Migdal Insurance & Financial Holdings Ltd. 0.15% No change 43,500 $10.1M
Aurora Investment Managers, LLC. 6.28% Reduce -4.5% 17,077 $10.0M
Parallax Volatility Advisers, L.P. 0.25% Reduce -39.2% 42,313 $9.9M
Asset Management One Co., Ltd. 0.03% Reduce -0.5% 40,407 $9.6M
Stephens Investment Management Group LLC 0.13% Add +34.3% 41,183 $9.6M
Melqart Asset Management (UK) Ltd 1.28% New 40,857 $9.5M
Engineers Gate Manager LP 0.16% Add +20.8% 40,583 $9.4M
Los Angeles Capital Management LLC 0.04% New 37,641 $8.8M
AQR Capital Management 0.01% Add +92.1% 37,126 $8.6M
LPL Financial LLC 0.00% Reduce -7.0% 36,670 $8.5M
MYDA Advisors LLC 2.43% Add +128.8% 36,600 $8.5M
Aberdeen Group plc 0.02% Reduce -16.7% 34,877 $8.2M
Calamos Advisors LLC 0.05% Reduce -1.1% 35,133 $8.2M
Infinitum Asset Management, LLC 4.31% — 35,000 $8.1M
Ilmarinen Mutual Pension Insurance Co 0.07% Add +75.0% 35,000 $8.1M
Point72 Hong Kong Ltd 0.49% Add +14.1% 33,599 $7.8M
Crestline Management, L.P. 0.27% New 33,194 $7.7M
Curi Capital, LLC 0.18% Add +43.9% 32,901 $7.7M
Public Employees Retirement System of Ohio 0.03% Add +0.1% 32,371 $7.5M
Stanley-Laman Group, Ltd. 1.06% New 32,301 $7.5M
Treasurer of the State of North Carolina 0.03% Add +0.6% 31,942 $7.4M
Danske Bank A/S 0.02% Add +12.2% 31,763 $7.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +4.2% 31,250 $7.3M
Focus Partners Wealth 0.02% Add +57.3% 31,132 $7.2M
Empower Advisory Group, LLC 0.02% Reduce -0.0% 31,028 $7.2M
Arthedge Capital Management, LLC 4.68% No change 30,200 $7.0M
ExodusPoint Capital Management, LP 0.07% Add +118.5% 30,100 $7.0M
Royal London Asset Management Ltd. 0.02% Add +8.1% 30,096 $7.0M
Baillie Gifford & Co. 0.01% Reduce -1.7% 29,617 $6.9M
Empire Life Investments Inc. 0.43% Add +12.5% 29,535 $6.9M
Octahedron Capital Management L.P. 6.52% New 29,500 $6.9M
Mn Services Vermogensbeheer B.V. 0.04% Add +1.8% 28,100 $6.5M
Two Sigma Advisers, LP 0.02% New 28,000 $6.5M
State of New Jersey Common Pension Fund D 0.03% Reduce -0.3% 27,585 $6.4M
Natixis Advisors, LLC 0.01% Add +49.7% 27,397 $6.4M
Pinebridge Investments, L.P. 0.05% Add +47.1% 26,879 $6.3M
Allianz Asset Management GmbH 0.01% Add +160.5% 26,111 $6.1M
William Blair Investment Management, LLC 0.01% Reduce -6.5% 25,840 $6.0M
Rokos Capital Management LLP 0.13% Add +35.3% 25,823 $6.0M
Schonfeld Strategic Advisors LLC 0.04% Reduce -19.1% 25,556 $5.9M
Alberta Investment Management Corp 0.04% New 25,320 $5.9M
Cubist Systematic Strategies, LLC 0.10% Reduce -26.4% 25,271 $5.9M
Assetmark, Inc. 0.02% Reduce -1.1% 25,267 $5.9M
Ingalls & Snyder LLC 0.23% Add +57.6% 24,575 $5.7M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +12.0% 24,286 $5.7M
Welch & Forbes LLC 0.07% Add +15.8% 24,318 $5.7M
KLP Kapitalforvaltning As 0.03% — 24,100 $5.6M
Cooper Creek Partners Management LLC 0.16% No change 21,930 $5.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.8% 21,881 $5.1M
HAP Trading, LLC 1.67% Reduce -26.3% 21,456 $5.0M
Arizona State Retirement System 0.03% Add +1.9% 21,421 $5.0M
UNICOM Systems, Inc. 1.19% — 21,000 $4.9M
GMT Capital Corp 0.24% No change 21,000 $4.9M
Resona Asset Management Co.,Ltd. 0.03% Reduce -4.3% 20,845 $4.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -78.2% 20,712 $4.8M
Qsemble Capital Management, LP 0.64% Add +1024.8% 20,617 $4.8M
Groupama Asset Managment 0.10% Add +36.4% 20,494 $4.8M
Guggenheim Capital LLC 0.04% Add +0.5% 20,375 $4.7M
Fernwood Investment Management, LLC 1.65% Reduce -1.5% 20,283 $4.7M
Virtu Financial LLC 0.25% Add +101.7% 20,202 $4.7M
Forsta Ap-Fonden 0.03% Add +26.3% 20,200 $4.7M
GenTrust, LLC 0.19% New 19,098 $4.4M
Lighthouse Investment Partners, LLC 0.17% Add +245.4% 19,000 $4.4M
HighTower Advisors, LLC 0.01% Add +2.0% 18,773 $4.4M
Amitell Capital Pte Ltd 3.92% Add +36.7% 18,625 $4.3M
Jennison Associates LLC 0.00% Reduce -99.4% 18,590 $4.3M
Slow Capital, Inc. 0.60% Add +4.2% 18,134 $4.2M
Hidden Lake Asset Management LP 2.88% New 18,130 $4.2M
KBC Group NV 0.01% Add +5.2% 18,079 $4.2M
Interval Partners, LP 0.11% Add +68.9% 17,838 $4.2M
KADENSA CAPITAL Ltd 0.49% New 17,203 $4.0M
Robeco Institutional Asset Management B.V. 0.01% Add +42.8% 17,179 $4.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +12.9% 17,090 $4.0M
Nissay Asset Management Corp. /Japan 0.02% Add +3.5% 16,543 $3.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.11% Reduce -5.5% 16,835 $3.9M
Caption Management, LLC 0.16% No change 16,800 $3.9M
Hood River Capital Management LLC 0.06% Reduce -24.6% 16,784 $3.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% No change 16,687 $3.9M
Covea Finance 0.17% New 16,500 $3.8M
Comerica Bank 0.02% Reduce -78.6% 16,255 $3.8M
Peregrine Investment Management Inc. 2.19% — 16,180 $3.8M
Storebrand Asset Management As 0.01% Reduce -44.1% 15,641 $3.6M
Union Bancaire Privee, UBP SA 0.06% — 15,638 $3.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -46.9% 14,927 $3.5M
Silvercrest Asset Management Group LLC 0.02% Add +6.5% 14,818 $3.4M
Handelsbanken Fonder AB 0.01% Reduce -36.3% 14,751 $3.4M
Truist Financial Corp. 0.01% Reduce -38.9% 14,580 $3.4M
Jain Global LLC 0.10% — 14,448 $3.4M
Cetera Investment Advisers 0.01% Add +44.1% 14,316 $3.3M
Quantinno Capital Management LP 0.03% Add +100.2% 14,262 $3.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +15.6% 14,145 $3.3M
GF Fund Management Co. LTD. 0.07% — 14,000 $3.3M
Leonteq Securities AG 0.32% Add +119.9% 13,893 $3.2M
Xponance LLC 0.03% Add +9.3% 13,677 $3.2M
Alamar Capital Management, LLC 1.73% Reduce -2.6% 13,625 $3.2M
JAT Capital Mgmt LP 0.55% Reduce -84.3% 13,575 $3.2M
Group One Trading LLC 0.11% New 13,574 $3.2M
Pursue Wealth Partners LLC 1.80% Reduce -6.6% 13,482 $3.1M
Groupe la Francaise 0.08% — 12,913 $3.1M
USS Investment Management Ltd 0.02% Reduce -15.3% 13,409 $3.1M
IFM Investors Pty Ltd 0.03% Reduce -7.7% 13,227 $3.1M
Jefferies Financial Group Inc. 0.03% Add +110.7% 12,643 $2.9M
DNB Asset Management AS 0.01% Add +2.4% 12,604 $2.9M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.66% Add +32.3% 12,300 $2.9M
Nomura Holdings Inc. 0.02% New 12,183 $2.8M
Fieldview Capital Management, LLC 0.44% — 12,168 $2.8M
Nordea Investment Management AB 0.00% Reduce -0.1% 11,930 $2.8M
Sanders Morris Harris LLC 0.42% New 12,000 $2.8M
Utah Retirement Systems 0.03% Add +1.7% 11,840 $2.8M
Mariner, LLC 0.00% Reduce -20.1% 11,646 $2.7M
Bank of Nova Scotia 0.00% Add +482.0% 11,640 $2.7M
Commonwealth Equity Services, LLC 0.00% Reduce -1.2% 11,515 $2.7M
Andra AP-fonden 0.04% New 11,200 $2.6M
Daiwa Securities Group Inc. 0.01% Add +6.4% 10,987 $2.6M
Insight Holdings Group, LLC 0.16% No change 10,900 $2.5M
Police & Firemen's Retirement System of New Jersey 0.02% — 10,504 $2.4M
Toronto Dominion Bank 0.00% Add +10.8% 10,484 $2.4M
Cerity Partners LLC 0.01% Add +6.4% 9,674 $2.4M
Moody LYNN Lieberson & Walker, LLC 0.15% Add +9.4% 10,225 $2.4M
Boothbay Fund Management, LLC 0.07% Add +352.6% 10,066 $2.3M
Sender Co & Partners, Inc. 2.90% New 10,034 $2.3M
Diker Management LLC 2.02% Add +66.7% 10,000 $2.3M
Headlands Technologies LLC 0.23% New 9,785 $2.3M
Baader Bank Aktiengesellschaft 0.21% Add +199.8% 9,595 $2.2M
Alight Capital Management LP 0.75% Reduce -5.0% 9,500 $2.2M
Vontobel Holding Ltd. 0.01% Add +39.9% 9,469 $2.2M
Lecap Asset Management Ltd. 0.59% Reduce -6.3% 9,320 $2.2M
Private Advisor Group, LLC 0.01% Add +21.1% 9,256 $2.2M
Oppenheimer & Co. Inc. 0.03% Add +93.4% 9,193 $2.1M
Shelton Capital Management 0.05% No change 8,864 $2.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 8,861 $2.1M
Robertson Stephens Wealth Management, LLC 0.07% Add +0.2% 8,814 $2.1M
Sterling Capital Management LLC 0.03% Reduce -70.0% 8,768 $2.0M
Hel Ved Capital Management Ltd 0.63% Add +199.0% 8,760 $2.0M
Graham Capital Management, L.P. 0.10% Add +811.6% 8,414 $2.0M
Nicholas Investment Partners, LP 0.19% New 8,373 $1.9M
Jump Financial, LLC 0.04% Add +609.2% 8,369 $1.9M
Janus Henderson Group PLC 0.00% Add +5.3% 8,335 $1.9M
Abn Amro Investment Solutions 0.04% Add +11.6% 8,142 $1.9M
Exchange Traded Concepts, LLC 0.04% Add +3.4% 8,099 $1.9M
Tower Research Capital LLC (TRC) 0.04% Add +554.0% 8,077 $1.9M
Taylor Frigon Capital Management LLC 0.94% Reduce -10.6% 8,014 $1.9M
Red Spruce Capital, LLC 0.83% Add +0.4% 8,003 $1.9M
iA Global Asset Management Inc. 0.03% Reduce -76.0% 7,962 $1.9M
Osaic Holdings, Inc. 0.00% Add +24.4% 9,250 $1.8M
Jasper Ridge Partners, L.P. 0.06% No change 7,650 $1.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.1% 7,588 $1.8M
Azzad Asset Management Inc. 0.34% Add +17.7% 7,519 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.6% 7,450 $1.7M
Creative Planning 0.00% Reduce -57.3% 7,430 $1.7M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -14.0% 7,415 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +20.9% 7,382 $1.7M
Adero Partners, LLC 0.11% Add +0.0% 7,295 $1.7M
Warm Springs Advisors Inc. 1.57% — 7,263 $1.7M
Centiva Capital, LP 0.06% Add +1716.4% 7,193 $1.7M
Erste Asset Management GmbH 0.02% Add +0.0% 7,000 $1.7M
MML Investors Services, LLC 0.01% Reduce -2.9% 7,039 $1.6M
Y-Intercept (Hong Kong) Ltd 0.11% Reduce -19.1% 6,990 $1.6M
Diversified Trust Co. 0.04% Add +31.0% 6,919 $1.6M
Teza Capital Management LLC 0.24% Add +102.2% 6,856 $1.6M
Capstone Investment Advisors, LLC 0.02% Add +21.6% 6,771 $1.6M
Fox Run Management, L.L.C. 0.29% Add +21.4% 6,757 $1.6M
Swiss Life Asset Management Ltd 0.01% Add +73.6% 6,630 $1.5M
Cibc World Market Inc. 0.00% New 6,555 $1.5M
Ethic Inc. 0.03% Reduce -2.1% 6,474 $1.5M
Agf Management Ltd. 0.01% New 6,415 $1.5M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -60.7% 6,344 $1.5M
Corebridge Financial, Inc. 0.01% Reduce -1.0% 6,124 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +19.1% 6,076 $1.4M
Orion Portfolio Solutions, LLC 0.01% Add +19.1% 6,076 $1.4M
Principal Financial Group Inc. 0.00% Reduce -1.6% 5,999 $1.4M
Schroder Investment Management Group 0.00% Add +16.8% 5,905 $1.4M
Nisa Investment Advisors, LLC 0.01% Add +428.0% 5,755 $1.3M
Mackenzie Financial Corp. 0.00% Add +47.8% 5,731 $1.3M
L & S Advisors Inc 0.16% Reduce -0.5% 5,724 $1.3M
Alps Advisors Inc. 0.01% Add +18.7% 5,647 $1.3M
TrueMark Investments, LLC 0.42% Reduce -7.5% 5,629 $1.3M
Silvant Capital Management LLC 0.05% No change 5,598 $1.3M
Emerald Advisers, LLC 0.05% Reduce -8.4% 5,587 $1.3M
Profund Advisors LLC 0.05% Add +12.1% 5,543 $1.3M
Gulf International Bank (UK) Ltd 0.03% Reduce -0.9% 5,529 $1.3M
Pacer Advisors, Inc. 0.00% Add +12.6% 5,504 $1.3M
Royal Fund Management, LLC 0.14% Add +450.0% 5,500 $1.3M
Nebula Research & Development LLC 0.15% New 5,442 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -3.6% 5,400 $1.3M
Taika Capital, LP 0.94% New 5,312 $1.2M
Kazazian Asset Management, LLC 0.97% — 5,278 $1.2M
Altshuler Shaham Ltd 0.04% New 5,205 $1.2M
Bridgefront Capital, LLC 0.41% Add +229.5% 5,166 $1.2M
Point72 (DIFC) Ltd 0.11% Reduce -62.7% 5,136 $1.2M
Fred Alger Management, LLC 0.01% Reduce -66.9% 5,026 $1.2M
Firsthand Capital Management, Inc. 2.42% Reduce -50.0% 5,000 $1.2M
Cibc World Markets Corp. 0.01% Reduce -15.5% 4,980 $1.2M
Xcel Wealth Management, LLC 0.32% No change 4,975 $1.2M
Oppenheimer Asset Management Inc. 0.01% Reduce -29.4% 4,973 $1.2M
Circle Wealth Management, LLC 0.02% Add +7.0% 4,846 $1.1M
Amalgamated Bank 0.01% Add +1.9% 4,713 $1.1M
Tredje AP-fonden 0.01% Reduce -50.0% 4,686 $1.1M
Bokf, NA 0.02% Reduce -24.9% 4,422 $1.1M
Triton Financial Group Inc 0.68% Reduce -0.9% 4,645 $1.1M
Maytree Asset Management Ltd 2.44% New 4,640 $1.1M
Rothschild Investment LLC 0.07% Reduce -2.5% 4,607 $1.1M
Dynamic Technology Lab Private Ltd 0.17% Reduce -13.6% 4,581 $1.1M
Edgestream Partners, L.P. 0.05% New 4,558 $1.1M
Knollwood Investment Advisory, LLC 0.11% No change 4,450 $1.0M
MetLife Investment Management, LLC 0.01% Reduce -0.8% 4,413 $1.0M
Wealthfront Advisers LLC 0.00% Add +8.2% 4,332 $1.0M
Harvest Fund Management Co., Ltd 0.05% Add +27.7% 4,347 $1.0M
Tidal Investments LLC 0.01% Reduce -45.4% 4,290 $999K
AE Wealth Management LLC 0.01% Reduce -10.4% 4,276 $995K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +92.3% 4,219 $992K
WoodTrust Financial Corp 0.14% New 4,250 $989K
US Bancorp \de 0.00% Add +8.3% 4,190 $975K
MN Wealth Advisors, LLC 0.54% Add +59.7% 4,113 $958K
Pathstone Holdings, LLC 0.00% Reduce -13.1% 3,993 $930K
Polymer Capital Management (HK) LTD 0.16% New 3,937 $917K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -13.5% 3,924 $914K
Aigen Investment Management, LP 0.16% Add +1.4% 3,921 $913K
Investment Management Corp of Ontario 0.03% Add +63.9% 3,919 $912K
Maryland State Retirement & Pension System 0.02% Reduce -4.0% 3,907 $910K
Banco Santander, S.A. 0.01% Add +23.6% 3,866 $900K
Advisory Services Network, LLC 0.02% Reduce -1.7% 3,845 $895K
Credit Agricole S A 0.00% Add +95.4% 3,813 $888K
Campbell & CO Investment Adviser LLC 0.07% Reduce -69.7% 3,810 $887K
Intellectus Partners, LLC 0.20% Add +119.7% 3,800 $885K
Aft, Forsyth & Company, Inc. 0.41% Reduce -25.7% 3,577 $833K
Scientech Research LLC 0.23% Reduce -35.0% 3,554 $827K
Tyler-Stone Wealth Management 0.15% Reduce -3.3% 3,536 $823K
NEOS Investment Management LLC 0.02% Add +6.7% 3,526 $821K
Prudential PLC 0.00% Add +55.9% 3,444 $802K
Snowden Capital Advisors LLC 0.02% Add +0.9% 3,378 $786K
Alpha DNA Investment Management LLC 0.42% Add +18.3% 3,343 $778K
Cwm, LLC 0.00% Add +1.5% 3,318 $772K
APG Asset Management N.V. 0.00% Reduce -17.3% 3,419 $769K
Two Sigma Investments, LP 0.00% New 3,300 $768K
Machina Capital S.A.S. 0.32% New 3,277 $763K
Benjamin Edwards Inc. 0.01% Reduce -16.1% 3,275 $762K
Transatlantique Private Wealth LLC 0.29% Add +15.5% 3,273 $762K
Magnetar Financial LLC 0.02% New 3,251 $757K
Keybank National Association 0.00% Add +9.1% 3,234 $753K
Brown Advisory Inc. 0.00% Add +9.0% 3,146 $732K
M&T Bank Corp 0.00% Reduce -0.2% 3,037 $707K
OMERS ADMINISTRATION Corp 0.01% Add +20.4% 3,032 $706K
Quantbot Technologies LP 0.03% New 3,016 $702K
Uniting Wealth Partners, LLC 0.34% — 3,000 $698K
Maxi Investments CY Ltd 0.13% Add +75.4% 3,000 $698K
Optiver Holding B.V. 0.02% Add +3.3% 2,968 $691K
Pier Capital, LLC 0.10% Add +8.7% 2,962 $690K
Wedbush Securities Inc. 0.02% Add +4.4% 2,945 $686K
Meiji Yasuda Life Insurance Co 0.01% Add +37.4% 2,937 $684K
Federation des caisses Desjardins du Quebec 0.00% Add +27.8% 2,915 $679K
SBI Securities Co., Ltd. 0.02% — 2,877 $670K
Sanctuary Advisors, LLC 0.00% Reduce -57.3% 2,456 $666K
Brandywine Managers, LLC 0.70% No change 2,859 $666K
Cresset Asset Management, LLC 0.00% Reduce -47.2% 2,838 $661K
Qtron Investments LLC 0.09% No change 2,793 $650K
Intech Investment Management LLC 0.01% Reduce -46.9% 2,764 $643K
Corient Private Wealth LP 0.00% Reduce -8.5% 2,756 $642K
DAVENPORT & Co LLC 0.00% Reduce -16.1% 2,748 $640K
NewEdge Advisors, LLC 0.00% Reduce -24.0% 2,734 $637K
Two Sigma Securities, LLC 0.11% Reduce -92.6% 2,723 $634K
SeaBridge Investment Advisors LLC 0.13% Reduce -21.1% 2,711 $631K
Perigon Wealth Management, LLC 0.02% Add +2.7% 2,528 $627K
Praxis Investment Management Inc. 0.04% New 2,680 $624K
B.O.S.S. Retirement Advisors, LLC 0.17% New 2,605 $606K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +9.9% 2,596 $604K
Daiichi Life Insurance Co., Ltd. 0.02% New 2,588 $603K
Palacios Wealth Management, LLC 0.65% — 2,415 $598K
Aljian Capital Management, LLC 0.13% New 2,556 $595K
Whittier Trust Co. 0.01% Reduce -91.8% 2,520 $587K
LBMC Investment Advisors, LLC 0.05% No change 2,500 $582K
Centaurus Financial, Inc. 0.04% Add +19.0% 2,499 $582K
Choreo, LLC 0.01% Reduce -2.7% 2,485 $581K
Princeton Capital Management LLC 0.18% Reduce -24.2% 2,462 $573K
BNP Paribas 0.01% Add +23.6% 2,411 $561K
Ameritas Investment Partners, Inc. 0.02% Add +5.7% 2,350 $547K
Sherbrooke Park Advisers LLC 0.17% Reduce -32.4% 2,307 $537K
Pine Valley Investments Ltd Liability Co 0.04% Add +0.9% 2,297 $535K
Metis Global Partners, LLC 0.02% Reduce -1.3% 2,288 $533K
Bayesian Capital Management, LP 0.06% Reduce -93.7% 2,229 $519K
APG Asset Management US Inc. 0.00% No change 2,201 $512K
Allstate Corp. 0.01% New 2,191 $510K
Avestar Capital, LLC 0.05% Add +2.0% 2,165 $504K
Natixis Investment Managers International 0.04% Add +460.8% 2,159 $503K
Prudential Financial Inc. 0.00% Reduce -4.7% 2,152 $501K
Prosperity Wealth Management, Inc. 0.21% Add +43.1% 2,139 $498K
Axq Capital, LP 0.22% New 2,116 $493K
Commerce Bank 0.00% Add +1.6% 2,083 $485K
Battery Global Advisors, LLC 0.25% Reduce -2.2% 2,045 $476K
Mercer Global Advisors Inc. 0.00% Reduce -52.4% 2,008 $467K
United Capital Financial Advisors, LLC 0.00% Reduce -63.8% 1,965 $457K
Global Retirement Partners, LLC 0.01% Add +1591.3% 1,945 $453K
PNC Financial Services Group, Inc. 0.00% Reduce -11.7% 1,932 $450K
EMC Capital Management 0.25% Reduce -75.7% 1,920 $447K
SG Americas Securities, LLC 0.00% Reduce -24.9% 1,879 $437K
Plato Investment Management Ltd 0.03% Add +106.4% 1,862 $435K
Vident Advisory, LLC 0.01% Add +25.9% 1,851 $431K
Natixis 0.00% Add +209.4% 1,850 $431K
Joel Isaacson & Co., LLC 0.02% No change 1,834 $427K
Caitong International Asset Management Co., Ltd 0.41% — 1,818 $423K
XTX Topco Ltd 0.04% Reduce -22.9% 1,812 $422K
Vinva Investment Management Ltd 0.02% New 1,797 $420K
ING Groep NV 0.00% New 1,805 $420K
Marex Group Ltd 0.01% Reduce -77.6% 1,776 $413K
HB Wealth Management, LLC 0.00% New 1,773 $413K
FNY Investment Advisers, LLC 0.22% New 1,766 $411K
GraniteShares Advisors LLC 0.26% Reduce -22.1% 1,749 $407K
Meridian Investment Counsel Inc. 0.12% No change 1,742 $406K
Carnegie Investment Counsel 0.01% Add +1.4% 1,741 $405K
Park Avenue Securities LLC 0.00% Add +24.3% 1,723 $401K
Eisler Capital Management Ltd. 0.01% — 1,630 $399K
QRG Capital Management, Inc. 0.00% Add +1.1% 1,684 $392K
111 Capital 0.08% — 1,675 $390K
HM Payson & Co. 0.01% Reduce -1.7% 1,674 $390K
Moody National Bank Trust Division 0.04% Reduce -4.8% 1,658 $386K
Independent Financial Group, LLC 0.01% Reduce -1.4% 1,647 $383K
O'shaughnessy Asset Management, LLC 0.00% Add +4.8% 1,647 $383K
HighPoint Advisor Group LLC 0.02% Reduce -12.5% 1,328 $380K
IFP Advisors, Inc 0.01% Add +54.3% 1,632 $380K
Occudo Quantitative Strategies LP 0.07% Reduce -15.6% 1,600 $372K
Kestra Advisory Services, LLC 0.00% Reduce -12.6% 1,600 $372K
First Hawaiian Bank 0.01% Add +18.3% 1,571 $366K
Parametrica Management Ltd 0.48% New 1,568 $365K
Illinois Municipal Retirement Fund 0.01% No change 1,556 $362K
TD Waterhouse Canada Inc. 0.00% Add +7.2% 1,557 $362K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +2.0% 1,520 $354K
CastleKnight Management LP 0.04% No change 1,500 $349K
Atria Investments, Inc 0.00% Reduce -31.5% 1,489 $347K
NFSG Corp 0.09% Reduce -6.8% 1,446 $337K
Symmetry Investments LP 0.02% New 1,435 $334K
Sig Brokerage, LP 0.16% — 1,430 $333K
Vestcor Inc 0.01% No change 1,421 $331K
Signaturefd, LLC 0.01% Reduce -19.4% 1,413 $329K
Ostrum Asset Management 0.03% Add +41.3% 1,403 $327K
UniSuper Management Pty Ltd 0.00% Reduce -17.6% 1,400 $326K
Independent Advisor Alliance 0.00% Reduce -8.0% 1,395 $325K
Oxford Asset Management LLP 0.15% New 1,394 $325K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -18.1% 1,335 $311K
Sequoia Financial Advisors, LLC 0.00% Add +18.9% 1,328 $309K
Sentry Investment Management LLC 0.15% Add +27.5% 1,318 $307K
Harbor Capital Advisors, Inc. 0.01% Reduce -63.1% 1,301 $303K
Parallel Advisors, LLC 0.01% Reduce -3.6% 1,290 $300K
Empowered Funds, LLC 0.00% Reduce -17.4% 1,287 $300K
New York Life Investment Management LLC 0.00% Reduce -0.6% 1,287 $300K
Cherry Creek Investment Advisors, Inc. 0.15% Add +2.3% 1,281 $298K
Clear Creek Financial Management, LLC 0.03% New 1,265 $295K
&partners 0.00% Reduce -2.4% 1,321 $292K
AlphaQuest LLC 0.04% New 1,247 $290K
Values First Advisors, Inc. 0.16% Add +2.0% 1,236 $288K
DC Investments Management, LLC 0.19% No change 1,229 $286K
Cynosure Group, LLC 0.04% Reduce -5.8% 1,228 $286K
Kornitzer Capital Management Inc. 0.01% New 1,225 $285K
Fulton Bank, N.A. 0.01% Add +2.0% 1,223 $285K
Lido Advisors, LLC 0.00% Add +1.4% 1,208 $281K
China Universal Asset Management Co., Ltd. 0.03% Add +28.3% 1,202 $280K
NewEdge Wealth, LLC 0.00% Add +9.3% 1,195 $278K
Blue Trust, Inc. 0.00% Add +27.4% 1,181 $275K
Steward Partners Investment Advisory, LLC 0.00% Add +12.8% 1,168 $272K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -9.2% 1,160 $270K
Hilltop Holdings Inc. 0.02% Add +5.0% 1,133 $264K
Yarbrough Capital, LLC 0.01% Reduce -62.2% 1,125 $262K
Gsa Capital Partners LLP 0.02% Reduce -29.7% 1,123 $261K
Motley Fool Asset Management LLC 0.01% Reduce -67.3% 1,096 $255K
Evanson Asset Management, LLC 0.02% Reduce -12.1% 1,087 $253K
Ofi Invest Asset Management 0.01% — 1,124 $253K
Woodline Partners LP 0.00% New 1,060 $247K
OneDigital Investment Advisors LLC 0.00% Add +3.9% 1,044 $243K
Tealwood Asset Management Inc. 0.10% New 1,045 $243K
Integrated Wealth Concepts LLC 0.00% Reduce -11.8% 1,036 $241K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.15% — 1,030 $240K
Prospera Financial Services Inc 0.01% Add +20.2% 1,030 $240K
Jones Financial Companies LLLP 0.00% Add +68.0% 1,020 $237K
Stephens Inc. 0.00% Reduce -4.1% 1,014 $236K
Cache Advisors, LLC 0.10% — 1,000 $233K
Crewe Advisors LLC 0.03% No change 1,000 $233K
Versor Investments LP 0.04% Reduce -33.3% 997 $232K
Captrust Financial Advisors 0.00% Reduce -31.1% 995 $232K
Ellevest, Inc. 0.01% Reduce -11.4% 989 $230K
Arkos Global Advisors 0.03% No change 978 $228K
TFB Advisors LLC 0.06% Add +0.3% 964 $224K
Summit Trail Advisors, LLC 0.01% New 962 $224K
ICICI Prudential Asset Management Co Ltd 0.02% Reduce -0.3% 961 $224K
Tanager Wealth Management LLP 0.03% Add +0.1% 958 $223K
Bayforest Capital Ltd 0.28% — 955 $222K
Stevens Capital Management LP 0.09% New 952 $222K
Twin Peaks Wealth Advisors, LLC 0.09% No change 949 $221K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.09% Add +98.3% 940 $220K
Clarius Group, LLC 0.01% No change 943 $220K
Farringdon Capital, Ltd. 0.09% — 940 $219K
Yousif Capital Management, LLC 0.00% Add +1.7% 920 $214K
Van Eck Associates Corp. 0.00% New 905 $211K
Bedell Frazier Investment Counselling, LLC 0.05% New 896 $209K
Mutual of America Capital Management LLC 0.00% Reduce -8.4% 886 $206K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.9% 883 $206K
E Fund Management Co., Ltd. 0.01% New 878 $204K
Ossiam 0.00% Add +16.0% 791 $184K
Farther Finance Advisors, LLC 0.01% Reduce -9.9% 790 $184K
Morse Asset Management, Inc 0.04% Add +160.7% 782 $182K
Venturi Wealth Management, LLC 0.01% Add +20.6% 755 $176K
Principal Securities, Inc. 0.00% Add +41.4% 731 $170K
Emerald Mutual Fund Advisers Trust 0.01% Reduce -18.3% 717 $167K
R Squared Ltd 0.16% — 700 $163K
Financial Perspectives, Inc 0.05% No change 697 $162K
Tidemark, LLC 0.06% Add +0.7% 686 $160K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -95.5% 672 $156K
Quent Capital, LLC 0.02% Reduce -2.6% 665 $155K
Allworth Financial LP 0.00% Add +1.8% 580 $151K
Edmond DE Rothschild Holding S.A. 0.00% No change 637 $148K
STF Management LP 0.07% Reduce -39.8% 634 $148K
V-Square Quantitative Management LLC 0.02% New 618 $144K
Pilgrim Partners Asia Pte Ltd 0.12% — 600 $140K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 558 $130K
Shell Asset Management Co. 0.01% No change 546 $127K
Transcendent Capital Group LLC 0.06% No change 533 $124K
Rakuten Securities, Inc. 0.05% Add +48.5% 493 $115K
Fifth Third Bancorp 0.00% Reduce -19.2% 491 $114K
First Horizon Advisors, Inc. 0.00% Add +91.3% 486 $113K
Icon Wealth Advisors, LLC 0.01% Add +9.9% 444 $103K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 380 $101K
Aster Capital Management (DIFC) Ltd 0.04% New 415 $97K
CSS LLC 0.02% New 400 $93K
J.Safra Asset Management Corp 0.01% Add +72.0% 387 $91K
Manchester Capital Management LLC 0.01% Add +57.4% 384 $89K
Lazard Asset Management LLC 0.00% Add +9500.0% 384 $88K
Smartleaf Asset Management LLC 0.01% Add +56.8% 370 $87K
Bessemer Group Inc. 0.00% No change 357 $83K
GeoWealth Management, LLC 0.00% Reduce -23.8% 355 $83K
Advisors Asset Management, Inc. 0.00% Reduce -2.8% 350 $81K
Quadrant Capital Group LLC 0.01% Reduce -6.2% 335 $78K
Provenance Wealth Advisors, LLC 0.01% No change 324 $75K
Laurel Wealth Advisors LLC 0.01% No change 303 $71K
Truvestments Capital LLC 0.02% Reduce -1.6% 302 $70K
Lindbrook Capital, LLC 0.01% Reduce -1.8% 272 $63K
MAI Capital Management 0.00% New 247 $57K
Horizon Investments, LLC 0.00% Add +9.3% 236 $55K
Coppell Advisory Solutions LLC 0.01% Add +364.0% 232 $54K
Strategic Investment Solutions, Inc. 0.02% New 125 $51K
Westpac Banking Corp. 0.00% No change 210 $49K
Covestor Ltd 0.03% Reduce -43.8% 190 $44K
Clearstead Advisors, LLC 0.00% Reduce -53.9% 186 $43K
CVA Family Office, LLC 0.01% Reduce -7.5% 184 $43K
Versant Capital Management, Inc 0.01% Add +1100.0% 180 $42K
GAMMA Investing LLC 0.00% Add +17.9% 171 $40K
Aventura Private Wealth, LLC 0.02% — 155 $36K
NCP Inc. 0.02% New 150 $35K
Wilmington Savings Fund Society, FSB 0.00% Reduce -12.4% 141 $33K
EverSource Wealth Advisors, LLC 0.00% Reduce -7.3% 139 $32K
Avior Wealth Management, LLC 0.00% Reduce -90.3% 134 $31K
Hilltop National Bank 0.01% Add +47.2% 131 $30K
Sandy Spring Bank 0.00% No change 127 $30K
Abound Wealth Management 0.01% No change 124 $29K
CENTRAL TRUST Co 0.00% Add +2.5% 121 $28K
Brooklyn Investment Group 0.01% Reduce -12.7% 117 $27K
Asset Dedication, LLC 0.00% Reduce -30.7% 113 $26K
Arax Advisory Partners 0.00% New 103 $24K
2UniFi Bank 0.02% — 100 $23K
Financial Avengers, Inc. 0.01% No change 100 $23K
Bartlett & Co. Wealth Management LLC 0.00% No change 100 $23K
Hantz Financial Services, Inc. 0.00% Reduce -28.6% 100 $23K
Adirondack Trust Co. 0.01% No change 88 $20K
Pittenger & Anderson Inc. 0.00% Add +21.4% 85 $20K
Continuum Advisory, LLC 0.00% Reduce -41.6% 80 $19K
Geneos Wealth Management Inc. 0.00% Reduce -3.6% 80 $19K
Larson Financial Group LLC 0.00% Add +744.4% 76 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Add +38.9% 75 $17K
Capital Advisors, Ltd. LLC 0.00% No change 74 $17K
Summit Securities Group LLC 0.01% Reduce -64.0% 72 $17K
Montag A & Associates Inc. 0.00% No change 70 $16K
Riverview Trust Co 0.01% No change 70 $16K
Hexagon Capital Partners LLC 0.00% New 70 $16K
WPG Advisers, LLC 0.01% — 69 $16K
Harbour Investments, Inc. 0.00% Add +86.5% 69 $16K
Harbor Investment Advisory, LLC 0.00% Add +10.9% 61 $14K
Putney Financial Group LLC 0.01% — 60 $14K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 60 $14K
Wolff Wiese Magana LLC 0.01% No change 58 $14K
Catalyst Capital Advisors LLC 0.00% No change 58 $14K
Western Pacific Wealth Management, LP 0.01% New 50 $12K
SWAN Capital LLC 0.01% New 50 $12K
Front Row Advisors LLC 0.00% No change 50 $12K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -3.9% 49 $11K
Legacy Bridge, LLC 0.01% Add +27.0% 47 $11K
Grove Bank & Trust 0.00% Add +155.6% 46 $11K
Meeder Asset Management Inc. 0.00% New 42 $10K
Parkside Financial Bank & Trust 0.00% Reduce -2.4% 41 $10K
Avion Wealth 0.00% Reduce -57.6% 42 $9K
Northwest Capital Management Inc 0.00% No change 38 $9K
Cullen/Frost Bankers, Inc. 0.00% Add +35.7% 38 $9K
North Star Investment Management Corp. 0.00% New 35 $8K
LRI Investments, LLC 0.00% No change 33 $8K
Main Street Group, LTD 0.00% No change 30 $7K
Eastern Bank 0.00% No change 30 $7K
Bell Investment Advisors, Inc 0.00% Reduce -3.3% 29 $7K
Glen Eagle Advisors, LLC 0.00% No change 29 $7K
Creekmur Asset Management LLC 0.00% No change 28 $7K
Cornerstone Planning Group LLC 0.00% Reduce -8.0% 23 $6K
Capital A Wealth Management, LLC 0.01% — 26 $6K
Darwin Wealth Management, LLC 0.00% Reduce -99.6% 25 $6K
Fuller & Thaler Asset Management, Inc. 0.00% New 25 $6K
Mather Group, Llc. 0.00% Add +4.3% 24 $6K
Tradewinds Capital Management, LLC 0.00% New 23 $5K
Brown Brothers Harriman & Co. 0.00% Reduce -54.9% 23 $5K
Huntington National Bank 0.00% Reduce -89.0% 23 $5K
Hemington Wealth Management 0.00% Add +100.0% 22 $5K
Private Wealth Management Group, LLC 0.00% No change 20 $5K
FPC Investment Advisory, Inc. 0.00% New 16 $4K
Sound Income Strategies, LLC 0.00% No change 18 $4K
Colonial Trust Co / SC 0.00% Add +466.7% 17 $4K
Sachetta, LLC 0.00% No change 16 $4K
MV Capital Management, Inc. 0.00% Reduce -56.8% 16 $4K
Tower View Wealth Management LLC 0.00% No change 15 $3K
Golden State Wealth Management, LLC 0.00% — 15 $3K
Whipplewood Advisors, LLC 0.00% — 14 $3K
Concourse Financial Group Securities, Inc. 0.00% Add +9.1% 12 $3K
WR Wealth Planners, LLC 0.00% Reduce -60.6% 13 $3K
Addison Advisors LLC 0.00% No change 12 $3K
Trust Co. of Vermont 0.00% No change 12 $3K
Westside Investment Management, Inc. 0.00% No change 12 $3K
Legacy Investment Solutions, LLC 0.00% New 10 $3K
Legacy Wealth Managment, LLC 0.00% New 10 $3K
PayPay Securities Corp 0.11% New 11 $3K
Atticus Wealth Management, LLC 0.00% No change 11 $3K
Private Trust Co. NA 0.00% Reduce -71.0% 11 $3K
Salem Investment Counselors Inc. 0.00% No change 11 $3K
Ameriflex Group, Inc. 0.00% — 9 $2K
Ridgewood Investments LLC 0.00% No change 10 $2K
Rise Advisors, LLC 0.00% Reduce -66.7% 10 $2K
Raleigh Capital Management Inc. 0.00% No change 10 $2K
Berkshire Capital Holdings Inc. 0.00% No change 10 $2K
GPS Wealth Strategies Group, LLC 0.00% No change 10 $2K
JFS Wealth Advisors, LLC 0.00% No change 9 $2K
Capital Analysts, LLC 0.00% No change 8 $2K
Spire Wealth Management 0.00% New 8 $2K
Valued Wealth Advisors LLC 0.00% Reduce -12.5% 7 $2K
Sierra Ocean, LLC 0.00% — 6 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 6 $1K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -64.7% 6 $1K
WealthTrak Capital Management LLC 0.00% — 5 $1K
Fortitude Family Office, LLC 0.00% No change 5 $1K
Raffa Wealth Management, LLC 0.00% No change 5 $1K
CoreCap Advisors, LLC 0.00% Reduce -97.0% 5 $1K
TD Private Client Wealth LLC 0.00% Reduce -87.5% 5 $1K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +500.0% 6 $1K
Smithfield Trust Co 0.00% No change 5 $1K
Caitlin John, LLC 0.00% New 4 $931
Zions Bancorporation, N.A. 0.00% New 4 $931
Riggs Asset Managment Co. Inc. 0.00% No change 2 $468
Principia Wealth Advisory, LLC 0.00% — 2 $466
Copia Wealth Management 0.00% — 2 $466
Key Financial Inc 0.00% No change 2 $466
AdvisorNet Financial, Inc 0.00% Reduce -60.0% 2 $466
Kestra Investment Management, LLC 0.00% New 2 $466
Winnacle Wealth LLC 0.00% — 2 $273
Parkworth Wealth Management, Inc. 0.00% — 1 $233
Activest Wealth Management 0.00% Reduce -66.7% 1 $233
JDM Financial Group LLC 0.00% No change 1 $233
True Wealth Design, LLC 0.00% New 1 $233
Global Financial Private Client, LLC 0.00% New 1 $233
TrinityBridge Ltd 0.00% No change 22 $0

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