MongodbMDB

13F holders, Q1 2025 (March 31)
664holders −49
92new positions
140sold out
9famous investors
$175.32avg. 13F price*

At the end of Q1 2025, 664 institutions reported holding Mongodb Inc. (MDB) in their 13F filings, down 49 from Q4 2024. 92 opened new positions and 140 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($1.1B) and JPMorgan Chase & Co. ($660.1M). 9 famous investors held it, including Alex Sacerdote (1.3% of Whale Rock Capital Management's portfolio), Gavin Baker (1.2% of Atreides Management's portfolio) and Steve Cohen (0.7% of Point72 Asset 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions92$1.2B
Exits140$655.1M

All 13F filers, Q4 2024 → Q1 2025: 16,495,182 shares bought and 12,454,573 shares sold, net +4,040,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 664 holders

Vanguard Group Inc. 0.02% Add +6.6% 7,809,768 $1.4B
BlackRock, Inc. 0.02% Reduce -11.8% 6,037,094 $1.1B
JPMorgan Chase & Co. 0.05% Add +8.7% 3,763,173 $660.1M
FIL Ltd 0.27% New 1,629,144 $285.8M
State Street Corp. 0.01% Add +0.1% 1,612,860 $282.9M
Bank of America Corp. 0.02% Add +12.8% 1,474,995 $258.7M
Wellington Management Group LLP 0.05% Reduce -5.9% 1,471,343 $258.1M
SRS Investment Management, LLC 3.29% New 1,396,718 $245.0M
Point72 Asset Management 0.71% Add +484.1% 1,394,393 $244.6M
Geode Capital Management, LLC 0.02% Add +6.2% 1,329,287 $232.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +11.3% 1,271,444 $223.0M
Franklin Resources Inc. 0.06% Reduce -40.7% 1,218,443 $213.7M
FMR LLC 0.01% Reduce -68.6% 1,092,299 $191.6M
First Trust Advisors LP 0.16% Add +18.6% 1,014,126 $177.9M
Amundi 0.06% Add +53.0% 1,061,457 $173.4M
Jericho Capital Asset Management L.P. 2.94% New 921,000 $161.5M
Morgan Stanley 0.01% Add +9.6% 911,119 $159.8M
Primecap Management Co. 0.13% Add +863.5% 870,550 $152.7M
UBS Group AG 0.03% Add +62.5% 825,579 $144.8M
Norges Bank 0.02% Reduce -8.3% 746,762 $131.0M
Westfield Capital Management Co. LP 0.63% New 733,787 $128.7M
American Century Companies Inc. 0.08% Add +7.0% 732,463 $128.5M
Champlain Investment Partners, LLC 0.90% Reduce -7.4% 708,639 $124.3M
Deutsche Bank AG 0.05% Add +134.6% 690,774 $121.2M
Citadel Advisors 0.12% Add +16.0% 680,133 $119.3M
Canada Pension Plan Investment Board 0.11% Add +46.4% 666,209 $116.9M
Bank of New York Mellon Corp 0.02% Reduce -2.7% 665,378 $116.7M
Invesco Ltd. 0.02% Reduce -22.2% 636,256 $111.6M
Swedbank AB 0.14% Add +2.2% 615,593 $108.0M
Millennium Management 0.10% Add +19.0% 568,949 $99.8M
Acadian Asset Management LLC 0.28% Add +181.8% 562,190 $98.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.26% Reduce -2.1% 560,280 $98.3M
Alyeska Investment Group, L.P. 0.39% Add +425.6% 556,144 $97.5M
Marshall Wace, LLP 0.12% Add +7.0% 507,301 $89.0M
T. Rowe Price Investment Management, Inc. 0.06% Reduce -0.3% 507,110 $88.9M
Frontier Capital Management Co. LLC 0.93% Add +42.6% 483,879 $84.9M
Goldman Sachs Group Inc. 0.02% Reduce -3.6% 481,178 $84.4M
Northern Trust Corp. 0.01% Add +2.1% 477,812 $83.8M
Royal Bank of Canada 0.02% Add +10.4% 453,780 $79.6M
Legal & General Group Plc 0.02% Add +9.2% 453,703 $79.6M
Barclays PLC 0.04% Add +21.4% 450,493 $79.0M
Blair William & Co. 0.24% Add +20.7% 447,025 $78.4M
Whale Rock Capital Management 1.26% New 412,974 $72.4M
Capital World Investors 0.01% Add +78.2% 411,024 $72.1M
Gilder Gagnon Howe & Co. LLC 0.91% Add +9.4% 399,022 $70.0M
Capital Research Global Investors 0.01% Reduce -30.9% 381,705 $67.0M
Assenagon Asset Management S.A. 0.12% Add +24.4% 369,313 $64.8M
Raymond James Financial Inc. 0.02% Reduce -6.5% 363,429 $63.7M
Pictet Asset Management Holding SA 0.07% Reduce -2.8% 346,871 $60.8M
Citigroup Inc. 0.05% Add +28.9% 344,779 $60.5M
Jane Street Group, LLC 0.10% Add +36.3% 328,403 $57.6M
Voya Investment Management LLC 0.07% Reduce -32.0% 322,418 $56.6M
Woodline Partners LP 0.37% Add +30297.0% 322,208 $56.5M
Charles Schwab Investment Management Inc. 0.01% Add +5.7% 311,975 $54.7M
Fiera Capital Corp 0.19% Add +38.2% 302,671 $53.1M
Employees Provident Fund Board 0.58% Add +0.6% 292,603 $51.3M
Nicholas Company, Inc. 0.84% Add +36.2% 275,859 $48.4M
Spyglass Capital Management LLC 3.25% Add +8.0% 269,595 $47.3M
Holocene Advisors, LP 0.13% New 250,827 $44.0M
Nuveen, LLC 0.01% — 244,524 $42.9M
Two Sigma Investments, LP 0.10% Add +7165.8% 239,770 $42.1M
Clearbridge Investments, LLC 0.04% Reduce -18.9% 230,089 $40.4M
Kodai Capital Management LP 1.58% Add +50.6% 227,736 $39.9M
Ensign Peak Advisors, Inc 0.07% Reduce -1.6% 216,366 $38.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +8.2% 211,534 $37.1M
Verition Fund Management LLC 0.22% Add +20.1% 211,098 $37.0M
PEAK6 LLC 1.44% Add +245.4% 210,351 $36.9M
Swiss National Bank 0.03% Add +0.7% 210,100 $36.9M
Ameriprise Financial Inc. 0.01% Reduce -14.5% 204,246 $35.7M
BNP Paribas Financial Markets 0.03% Reduce -25.3% 202,315 $35.5M
Man Group plc 0.10% Add +182.8% 188,480 $33.1M
Atreides Management 1.18% Reduce -47.5% 184,907 $32.4M
Squarepoint Ops LLC 0.08% Reduce -52.6% 175,280 $30.7M
Freestone Grove Partners LP 0.32% New 174,624 $30.6M
Wells Fargo & Company 0.01% Add +47.1% 170,788 $30.0M
Two Sigma Advisers, LP 0.06% Add +485.0% 163,800 $28.7M
Maverick Capital 0.49% New 154,872 $27.2M
AXA S.A. 0.08% Add +39.3% 146,333 $25.7M
Avala Global LP 1.75% Reduce -14.2% 146,043 $25.6M
D. E. Shaw & Co. 0.03% Add +96.2% 144,429 $25.3M
North Peak Capital Management, LLC 3.08% New 142,175 $24.9M
Daventry Group, LP 10.78% Add +53.3% 142,161 $24.9M
LMR Partners LLP 0.65% Add +42.2% 135,073 $23.7M
Optimus Prime Fund Management Co., Ltd. 2.60% New 130,000 $22.8M
Stifel Financial Corp. 0.02% Add +12.8% 128,856 $22.6M
Envestnet Asset Management Inc. 0.01% Add +44.6% 127,425 $22.4M
Cooper Creek Partners Management LLC 0.71% Add +467.4% 124,423 $21.8M
Dimensional Fund Advisors LP 0.01% Add +9.9% 117,260 $20.6M
California State Teachers Retirement System 0.03% Add +2.0% 116,235 $20.4M
New York State Common Retirement Fund 0.03% Add +20.4% 113,134 $19.8M
Allen Investment Management, LLC 0.23% No change 112,956 $19.8M
Thematics Asset Management 1.00% Reduce -14.7% 112,813 $19.8M
LBP Am SA 0.30% Reduce -54.6% 111,806 $19.6M
Candriam S.C.A. 0.12% Reduce -23.0% 110,556 $19.4M
Jain Global LLC 0.40% Add +652.5% 108,714 $19.1M
California Public Employees Retirement System 0.01% Add +29.2% 108,538 $19.0M
Greenhouse Funds LLLP 0.89% New 103,953 $18.2M
Clearline Capital LP 1.77% New 100,135 $17.6M
CIBC Private Wealth Group LLC 0.04% Add +40.5% 120,173 $17.5M
ProShare Advisors LLC 0.04% Add +15.7% 98,227 $17.2M
Rhumbline Advisers 0.02% Add +0.3% 97,481 $17.1M
CANADA LIFE ASSURANCE Co 0.03% Reduce -6.5% 97,184 $17.1M
Glynn Capital Management LLC 4.46% Add +13.9% 96,719 $17.0M
Sei Investments Co. 0.02% Reduce -10.8% 96,549 $16.9M
Lead Edge Capital Management, LLC 4.82% New 90,460 $15.9M
Kinetic Partners Management, LP 1.13% New 90,000 $15.8M
Migdal Insurance & Financial Holdings Ltd. 0.22% Add +101.2% 87,500 $15.3M
Tairen Capital Ltd 0.99% Add +71.9% 85,800 $15.0M
Twin Tree Management, LP 0.32% Reduce -14.7% 83,181 $14.6M
Bienville Capital Management, LLC 3.50% New 82,300 $14.4M
Massachusetts Financial Services Co. 0.00% New 81,961 $14.4M
HMI Capital Management, L.P. 0.76% New 79,300 $13.9M
Balyasny Asset Management L.P. 0.04% Reduce -82.4% 79,245 $13.9M
T. Rowe Price Associates Inc. 0.00% Reduce -91.0% 77,486 $13.6M
Capital Fund Management S.A. 0.17% Reduce -52.5% 75,822 $13.3M
Walleye Capital LLC 0.16% Reduce -31.8% 75,503 $13.2M
Allianz Asset Management GmbH 0.02% Add +188.5% 75,340 $13.2M
Walleye Trading LLC 0.36% Add +27.7% 72,183 $12.7M
CI Investments Inc. 0.05% Add +15.8% 72,014 $12.6M
Parallax Volatility Advisers, L.P. 0.48% Add +67.1% 70,717 $12.4M
Susquehanna International Group, LLP 0.02% Reduce -70.6% 70,515 $12.4M
Penserra Capital Management LLC 0.22% Add +47.5% 69,890 $12.3M
Comerica Bank 0.05% Add +326.0% 69,251 $12.1M
State Board of Administration of Florida Retirement System 0.02% No change 68,993 $12.1M
Rafferty Asset Management, LLC 0.05% Add +26.1% 65,953 $11.6M
Zevenbergen Capital Investments LLC 0.28% Reduce -15.4% 65,790 $11.5M
Octahedron Capital Management L.P. 10.14% Add +120.3% 65,000 $11.4M
Sycomore Asset Management 1.62% No change 41,780 $11.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +9.5% 63,997 $11.2M
State of Wisconsin Investment Board 0.03% Add +39.5% 63,786 $11.2M
Polar Asset Management Partners Inc. 0.50% Reduce -1.6% 61,100 $10.7M
Cubist Systematic Strategies, LLC 0.14% Add +139.7% 60,571 $10.6M
TD Asset Management Inc 0.01% Add +0.7% 60,052 $10.5M
Infinitum Asset Management, LLC 3.37% Add +71.4% 60,000 $10.5M
National Bank of Canada 0.01% Reduce -74.7% 59,585 $10.5M
Aberdeen Group plc 0.02% Add +72.2% 60,067 $10.4M
Thrivent Financial for Lutherans 0.02% Reduce -82.9% 59,297 $10.4M
Advent International, L.P. 0.31% Add +3.0% 56,110 $9.8M
Korea Investment CORP 0.02% Reduce -4.8% 56,059 $9.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -4.2% 55,835 $9.8M
Aurora Investment Managers, LLC. 6.16% Reduce -0.8% 16,932 $9.8M
Victory Capital Management Inc. 0.01% Reduce -4.1% 55,157 $9.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -3.6% 54,968 $9.6M
Aviva PLC 0.02% Add +17.3% 52,097 $9.1M
Teachers Retirement System of the State of Kentucky 0.08% No change 51,432 $9.0M
Bank of Montreal 0.00% Reduce -43.1% 50,634 $8.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +10.5% 49,219 $8.6M
Neuberger Berman Group LLC 0.01% Reduce -73.1% 49,116 $8.6M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -12.6% 48,728 $8.6M
Russell Investments Group, Ltd. 0.01% Reduce -9.3% 47,882 $8.5M
Stephens Investment Management Group LLC 0.12% Add +16.4% 47,926 $8.4M
LPL Financial LLC 0.00% Add +30.4% 47,830 $8.4M
Andra AP-fonden 0.13% Add +314.0% 46,369 $8.1M
OMERS ADMINISTRATION Corp 0.07% Add +1419.8% 46,082 $8.1M
UNICOM Systems, Inc. 1.62% Add +116.7% 45,500 $8.0M
DekaBank Deutsche Girozentrale 0.02% Add +2.0% 45,196 $8.0M
Armistice Capital, LLC 0.21% New 44,965 $7.9M
Nomura Asset Management Co. Ltd. 0.02% Add +0.6% 43,843 $7.7M
Oddo BHF Asset Management Sas 0.30% Reduce -24.6% 42,234 $7.4M
Jump Financial, LLC 0.11% Add +390.8% 41,076 $7.2M
AQR Capital Management 0.01% Add +12.3% 41,678 $7.2M
Bourgeon Capital Management LLC 1.54% New 40,060 $7.0M
Trexquant Investment LP 0.08% Reduce -45.4% 39,617 $6.9M
HSBC Holdings PLC 0.00% Reduce -10.6% 38,936 $6.8M
Asset Management One Co., Ltd. 0.02% Reduce -5.3% 38,280 $6.7M
Sora Investors LLC 0.81% Reduce -30.1% 38,000 $6.7M
Curi Capital, LLC 0.16% Add +9.3% 35,977 $6.3M
Pinebridge Investments, L.P. 0.05% Add +33.4% 35,853 $6.3M
Stanley-Laman Group, Ltd. 0.97% Add +10.7% 35,767 $6.3M
Fund 1 Investments, LLC 1.05% New 35,500 $6.2M
Treasurer of the State of North Carolina 0.02% Add +2.6% 32,762 $5.7M
Royal London Asset Management Ltd. 0.01% Add +8.3% 32,586 $5.7M
Point72 Europe (London) LLP 0.39% New 32,245 $5.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +53.3% 31,750 $5.6M
Empower Advisory Group, LLC 0.02% Add +0.0% 31,034 $5.4M
Welch & Forbes LLC 0.07% Add +27.3% 30,948 $5.4M
Danske Bank A/S 0.02% Reduce -2.6% 30,935 $5.4M
Laurion Capital Management LP 0.43% New 30,615 $5.4M
Arthedge Capital Management, LLC 4.33% No change 30,200 $5.3M
AEGON ASSET MANAGEMENT UK Plc 0.07% New 29,239 $5.1M
Sterling Capital Management LLC 0.08% Add +230.6% 28,986 $5.1M
Assetmark, Inc. 0.01% Add +13.6% 28,703 $5.0M
Covea Finance 0.23% Add +72.1% 28,400 $5.0M
Oberndorf William E 6.26% New 27,797 $4.9M
Ingalls & Snyder LLC 0.16% Add +10.9% 27,260 $4.8M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -57.3% 26,606 $4.7M
Alliancebernstein L.P. 0.00% Reduce -69.4% 26,609 $4.7M
HAP Trading, LLC 1.66% Add +23.6% 26,529 $4.7M
1832 Asset Management L.P. 0.01% Reduce -85.7% 26,391 $4.6M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -7.1% 26,100 $4.6M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -56.8% 25,676 $4.5M
State of New Jersey Common Pension Fund D 0.02% Reduce -7.8% 25,443 $4.5M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -49.5% 25,004 $4.4M
Insight Holdings Group, LLC 0.34% Add +129.4% 25,000 $4.4M
SG Americas Securities, LLC 0.02% Add +1230.3% 24,997 $4.4M
KLP Kapitalforvaltning As 0.02% Add +2.9% 24,800 $4.3M
Brown Advisory Inc. 0.01% Add +671.1% 24,258 $4.3M
Groupama Asset Managment 0.08% Add +13.2% 23,205 $4.1M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 1.38% Add +38333.3% 23,060 $4.0M
Caption Management, LLC 0.18% Add +35.7% 22,800 $4.0M
Resona Asset Management Co.,Ltd. 0.02% Add +6.0% 22,088 $3.9M
Public Employees Retirement System of Ohio 0.01% Reduce -31.9% 22,047 $3.9M
Wolverine Trading, LLC 0.12% Reduce -81.0% 21,519 $3.8M
KBC Group NV 0.01% Add +20.4% 21,766 $3.8M
Leonteq Securities AG 0.29% Add +55.5% 21,598 $3.8M
Arizona State Retirement System 0.02% Add +0.4% 21,504 $3.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.1% 21,411 $3.8M
Sierra Summit Advisors LLC 0.81% New 21,374 $3.7M
XTX Topco Ltd 0.19% Add +1041.5% 20,683 $3.6M
CW Advisors, LLC 0.04% New 20,079 $3.5M
Union Bancaire Privee, UBP SA 0.07% Add +28.0% 20,018 $3.4M
HighTower Advisors, LLC 0.00% Add +4.0% 19,520 $3.4M
Robeco Institutional Asset Management B.V. 0.01% Add +13.2% 19,449 $3.4M
Cetera Investment Advisers 0.01% Add +35.7% 19,424 $3.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.10% Add +14.1% 19,206 $3.4M
Peregrine Investment Management Inc. 2.48% Add +17.1% 18,940 $3.3M
Alamar Capital Management, LLC 1.96% Add +38.1% 18,810 $3.3M
Nissay Asset Management Corp. /Japan 0.02% Add +10.8% 18,330 $3.2M
William Blair Investment Management, LLC 0.01% Reduce -29.2% 18,292 $3.2M
Baillie Gifford & Co. 0.00% Reduce -39.7% 17,867 $3.1M
Tidal Investments LLC 0.03% Add +314.5% 17,783 $3.1M
Commonwealth Equity Services, LLC 0.00% Add +50.5% 17,336 $3.0M
Quantinno Capital Management LP 0.02% Add +21.1% 17,277 $3.0M
Slow Capital, Inc. 0.40% Reduce -5.3% 17,170 $3.0M
Schonfeld Strategic Advisors LLC 0.02% Reduce -34.2% 16,813 $2.9M
Truist Financial Corp. 0.00% Add +14.8% 16,740 $2.9M
Guggenheim Capital LLC 0.03% Reduce -19.5% 16,403 $2.9M
CIBC Asset Management Inc 0.01% Reduce -68.0% 15,995 $2.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Reduce -6.0% 15,687 $2.8M
Sender Co & Partners, Inc. 2.04% Add +55.9% 15,638 $2.7M
Exchange Traded Concepts, LLC 0.05% Add +92.3% 15,571 $2.7M
Silvercrest Asset Management Group LLC 0.02% Add +3.8% 15,383 $2.7M
Quantbot Technologies LP 0.09% Add +405.6% 15,248 $2.7M
Melqart Asset Management (UK) Ltd 0.36% Reduce -62.7% 15,224 $2.7M
Forsta Ap-Fonden 0.02% Reduce -24.8% 15,200 $2.7M
Diversified Trust Co. 0.07% Add +117.8% 15,071 $2.6M
MML Investors Services, LLC 0.01% Add +113.6% 15,038 $2.6M
Alight Capital Management LP 1.39% Add +57.9% 15,000 $2.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -12.4% 14,976 $2.6M
Handelsbanken Fonder AB 0.01% Add +0.4% 14,816 $2.6M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -39.0% 14,811 $2.6M
Y-Intercept (Hong Kong) Ltd 0.17% Add +106.7% 14,449 $2.5M
Marex Group Ltd 0.05% Add +712.2% 14,425 $2.5M
MYDA Advisors LLC 0.89% Reduce -60.8% 14,350 $2.5M
GF Fund Management Co. LTD. 0.06% Add +1.9% 14,261 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +0.7% 14,240 $2.5M
Xponance LLC 0.02% Add +3.3% 14,121 $2.5M
Toronto Dominion Bank 0.01% Add +34.1% 14,056 $2.5M
IFM Investors Pty Ltd 0.03% Add +4.3% 13,796 $2.4M
USS Investment Management Ltd 0.02% No change 13,409 $2.4M
Pursue Wealth Partners LLC 1.42% Reduce -1.3% 13,313 $2.3M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.44% Add +4.9% 12,900 $2.3M
Abn Amro Investment Solutions 0.05% Add +57.0% 12,784 $2.2M
Virtu Financial LLC 0.12% Reduce -38.0% 12,523 $2.2M
DNB Asset Management AS 0.01% Reduce -1.6% 12,401 $2.2M
Red Spruce Capital, LLC 1.00% Add +51.3% 12,107 $2.1M
Nordea Investment Management AB 0.00% Add +0.5% 11,985 $2.1M
Utah Retirement Systems 0.02% No change 11,840 $2.1M
Daiwa Securities Group Inc. 0.01% Add +6.5% 11,702 $2.1M
Aquatic Capital Management LLC 0.05% New 11,400 $2.0M
Storebrand Asset Management As 0.01% Reduce -27.1% 11,399 $2.0M
Silvant Capital Management LLC 0.09% Add +101.9% 11,301 $2.0M
Taylor Frigon Capital Management LLC 1.15% Add +37.3% 10,999 $1.9M
Teacher Retirement System of Texas 0.01% New 10,882 $1.9M
Washington Harbour Partners LP 5.30% New 10,600 $1.9M
Amitell Capital Pte Ltd 1.43% Reduce -43.3% 10,553 $1.9M
Sig Brokerage, LP 0.54% Add +637.3% 10,544 $1.8M
Police & Firemen's Retirement System of New Jersey 0.02% No change 10,504 $1.8M
Macquarie Group Ltd. 0.00% Reduce -97.9% 10,461 $1.8M
Osaic Holdings, Inc. 0.00% Add +12.1% 10,373 $1.8M
Mariner, LLC 0.00% Reduce -12.2% 10,226 $1.8M
Point72 Hong Kong Ltd 0.13% Reduce -69.9% 10,113 $1.8M
Federated Hermes, Inc. 0.00% New 10,031 $1.8M
Altshuler Shaham Ltd 0.04% Add +91.6% 9,972 $1.7M
Vontobel Holding Ltd. 0.01% Add +1.5% 9,612 $1.7M
Cerity Partners LLC 0.00% Reduce -1.6% 9,518 $1.7M
Private Advisor Group, LLC 0.01% Add +0.3% 9,284 $1.6M
Mediolanum International Funds Ltd 0.02% New 8,969 $1.6M
Shelton Capital Management 0.04% No change 8,864 $1.6M
Lighthouse Investment Partners, LLC 0.07% Reduce -53.4% 8,848 $1.6M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -0.1% 8,802 $1.5M
Group One Trading LLC 0.06% Reduce -36.7% 8,594 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +100.0% 8,436 $1.5M
Erste Asset Management GmbH 0.02% Add +19.3% 8,354 $1.5M
iA Global Asset Management Inc. 0.02% Add +3.0% 8,197 $1.4M
Cherry Creek Investment Advisors, Inc. 0.74% Add +529.0% 8,058 $1.4M
Janus Henderson Group PLC 0.00% Reduce -4.8% 7,935 $1.4M
Alps Advisors Inc. 0.01% Add +42.5% 8,047 $1.4M
Graham Capital Management, L.P. 0.06% Reduce -7.0% 7,823 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.0% 7,748 $1.4M
OP Asset Management Ltd 0.02% — 7,730 $1.4M
Jasper Ridge Partners, L.P. 0.04% No change 7,650 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +2.5% 7,600 $1.3M
Public Employees Retirement Association of Colorado 0.01% No change 7,588 $1.3M
Creative Planning 0.00% Add +1.7% 7,559 $1.3M
Zweig-DiMenna Associates LLC 0.21% New 7,500 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Add +16.1% 7,364 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -0.7% 7,332 $1.3M
Adero Partners, LLC 0.08% Add +0.1% 7,302 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +20.0% 7,292 $1.3M
Orion Portfolio Solutions, LLC 0.01% Add +20.0% 7,292 $1.3M
Oppenheimer Asset Management Inc. 0.02% Add +41.9% 7,058 $1.2M
Schroder Investment Management Group 0.00% Add +15.1% 6,795 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -25.2% 6,631 $1.2M
Swiss Life Asset Management Ltd 0.01% Reduce -2.3% 6,480 $1.1M
TrueMark Investments, LLC 0.29% Add +14.0% 6,419 $1.1M
Cramer Rosenthal McGlynn LLC 0.08% New 6,240 $1.1M
Corebridge Financial, Inc. 0.01% Reduce -2.6% 5,962 $1.0M
Quantessence Capital LLC 0.26% New 5,891 $1.0M
Ethic Inc. 0.02% Reduce -13.4% 5,607 $990K
Manufacturers Life Insurance Company, The 0.00% Reduce -62.5% 5,595 $984K
Royal Fund Management, LLC 0.11% No change 5,500 $965K
Siren, L.L.C. 0.05% New 5,500 $965K
Pacer Advisors, Inc. 0.00% Reduce -1.6% 5,416 $950K
Louisiana State Employees Retirement System 0.02% No change 5,400 $947K
Aster Capital Management (DIFC) Ltd 0.17% Add +741.2% 3,491 $934K
Amalgamated Bank 0.01% Add +10.3% 5,197 $912K
Circle Wealth Management, LLC 0.02% Add +6.9% 5,182 $909K
WoodTrust Financial Corp 0.13% Add +21.2% 5,150 $903K
Keybank National Association 0.00% Add +58.5% 5,126 $899K
Entropy Technologies, LP 0.09% New 5,116 $897K
Mackenzie Financial Corp. 0.00% Reduce -12.6% 5,012 $879K
Firsthand Capital Management, Inc. 2.13% No change 5,000 $877K
Baader Bank Aktiengesellschaft 0.09% Reduce -47.9% 5,000 $877K
Xcel Wealth Management, LLC 0.27% No change 4,975 $873K
Emerald Advisers, LLC 0.04% Reduce -11.4% 4,949 $868K
Kentucky Retirement Systems 0.03% New 4,887 $857K
Rakuten Investment Management, Inc. 0.00% — 4,775 $850K
Profund Advisors LLC 0.04% Reduce -12.8% 4,836 $848K
Dark Forest Capital Management LP 0.04% New 4,819 $845K
Bridgefront Capital, LLC 0.24% Reduce -6.8% 4,817 $845K
Jefferies Financial Group Inc. 0.02% Reduce -62.0% 4,800 $842K
Principal Financial Group Inc. 0.00% Reduce -20.0% 4,798 $842K
Harvest Fund Management Co., Ltd 0.04% Add +8.2% 4,704 $825K
Tredje AP-fonden 0.01% No change 4,686 $822K
Maytree Asset Management Ltd 1.46% No change 4,640 $814K
MIG Capital, LLC 0.10% New 4,635 $813K
Oppenheimer & Co. Inc. 0.01% Reduce -49.8% 4,614 $809K
Rothschild Investment LLC 0.05% Add +0.0% 4,608 $808K
Prudential PLC 0.00% Add +33.4% 4,594 $806K
Pier Capital, LLC 0.13% Add +54.6% 4,578 $803K
Wealthfront Advisers LLC 0.00% Add +4.1% 4,511 $791K
Aljian Capital Management, LLC 0.19% Add +76.1% 4,501 $789K
Hel Ved Capital Management Ltd 0.40% Reduce -48.9% 4,475 $785K
NEOS Investment Management LLC 0.01% Add +26.7% 4,467 $784K
ASR Vermogensbeheer N.V. 0.01% — 4,439 $779K
MetLife Investment Management, LLC 0.00% Reduce -0.2% 4,403 $772K
Banco Santander, S.A. 0.01% Add +13.2% 4,378 $768K
EMC Capital Management 0.46% Add +125.0% 4,320 $766K
Gulf International Bank (UK) Ltd 0.03% Reduce -21.2% 4,359 $764K
Snowden Capital Advisors LLC 0.02% Add +27.3% 4,299 $754K
Knollwood Investment Advisory, LLC 0.08% Reduce -4.5% 4,250 $745K
NewEdge Advisors, LLC 0.00% Add +55.0% 4,238 $743K
Counterpoint Mutual Funds LLC 0.10% New 4,113 $721K
Meiji Yasuda Life Insurance Co 0.01% Add +36.1% 3,997 $701K
Advisory Services Network, LLC 0.01% Add +3.7% 3,988 $699K
Intellectus Partners, LLC 0.17% Add +4.8% 3,982 $698K
Fox Run Management, L.L.C. 0.11% Reduce -42.2% 3,903 $685K
Pathstone Holdings, LLC 0.00% Reduce -3.5% 3,855 $676K
Garda Capital Partners LP 0.37% New 3,745 $657K
Agf Management Ltd. 0.00% Reduce -43.6% 3,616 $634K
US Bancorp \de 0.00% Reduce -13.8% 3,613 $634K
Cwm, LLC 0.00% Add +8.7% 3,607 $633K
Main Management ETF Advisors, LLC 0.03% New 3,605 $632K
Battery Global Advisors, LLC 0.35% Add +75.5% 3,590 $630K
AE Wealth Management LLC 0.01% Reduce -16.6% 3,564 $625K
DAVENPORT & Co LLC 0.00% Add +29.0% 3,544 $622K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.29% Add +243.7% 3,540 $621K
Tyler-Stone Wealth Management 0.11% Reduce -0.3% 3,526 $618K
Bokf, NA 0.01% Reduce -20.4% 3,520 $617K
Federation des caisses Desjardins du Quebec 0.00% Add +20.4% 3,509 $615K
Brandywine Managers, LLC 0.74% Add +22.5% 3,501 $614K
MN Wealth Advisors, LLC 0.36% Reduce -16.1% 3,450 $605K
Point72 (DIFC) Ltd 0.06% Reduce -33.0% 3,442 $604K
Ofi Invest Asset Management 0.02% Add +229.4% 3,702 $601K
Cibc World Markets Corp. 0.00% Reduce -31.9% 3,389 $594K
Boothbay Fund Management, LLC 0.02% Reduce -66.7% 3,354 $588K
Maryland State Retirement & Pension System 0.01% Reduce -14.4% 3,346 $587K
Intech Investment Management LLC 0.01% Add +18.3% 3,269 $573K
Benjamin Edwards Inc. 0.01% Reduce -0.3% 3,266 $573K
Allspring Global Investments Holdings, LLC 0.00% Reduce -98.3% 3,196 $564K
Banque Cantonale Vaudoise 0.02% — 3,124 $548K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +6108.2% 3,042 $534K
Wedbush Securities Inc. 0.02% Add +2.6% 3,022 $530K
Washington Capital Management, Inc. 0.40% New 2,800 $491K
Qtron Investments LLC 0.07% No change 2,793 $490K
Cresset Asset Management, LLC 0.00% Reduce -2.5% 2,768 $486K
Fort Washington Investment Advisors Inc. 0.00% New 2,720 $477K
Centaurus Financial, Inc. 0.03% Add +8.8% 2,719 $477K
Prudential Financial Inc. 0.00% Add +26.0% 2,712 $476K
Bank of Nova Scotia 0.00% Reduce -77.2% 2,660 $467K
Eisler Capital Management Ltd. 0.01% Add +61.8% 2,638 $463K
Park Avenue Securities LLC 0.01% Add +52.6% 2,630 $461K
Metis Global Partners, LLC 0.01% Add +14.6% 2,621 $460K
SBI Securities Co., Ltd. 0.02% Reduce -9.0% 2,619 $459K
Cibc World Market Inc. 0.00% Reduce -60.1% 2,613 $458K
Janney Montgomery Scott LLC 0.00% New 2,612 $458K
O'shaughnessy Asset Management, LLC 0.00% Add +58.0% 2,602 $456K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 2,596 $455K
Daiichi Life Insurance Co., Ltd. 0.01% No change 2,588 $454K
Sanctuary Advisors, LLC 0.00% Add +4.8% 2,573 $451K
Aft, Forsyth & Company, Inc. 0.24% Reduce -28.1% 2,572 $451K
M&T Bank Corp 0.00% Reduce -17.1% 2,518 $442K
LBMC Investment Advisors, LLC 0.03% No change 2,500 $439K
E. Ohman J:or Asset Management AB 0.01% New 2,500 $439K
Kazazian Asset Management, LLC 0.36% Reduce -53.0% 2,478 $435K
IFP Advisors, Inc 0.01% Add +51.0% 2,465 $432K
Transatlantique Private Wealth LLC 0.17% Reduce -24.9% 2,457 $431K
Keystone Investors Pte Ltd. 0.06% New 2,451 $430K
B.O.S.S. Retirement Advisors, LLC 0.12% Reduce -6.0% 2,449 $430K
Ameritas Investment Partners, Inc. 0.01% Add +3.7% 2,438 $428K
ING Groep NV 0.00% Add +34.2% 2,422 $425K
Landscape Capital Management, L.L.C. 0.04% New 2,403 $421K
PNC Financial Services Group, Inc. 0.00% Add +22.5% 2,367 $415K
Princeton Capital Management LLC 0.14% Reduce -4.6% 2,348 $412K
Vident Advisory, LLC 0.01% Add +25.9% 2,330 $409K
Palacios Wealth Management, LLC 0.30% Reduce -3.7% 2,325 $408K
Kestra Advisory Services, LLC 0.00% Add +42.9% 2,286 $401K
Mercer Global Advisors Inc. 0.00% Add +13.6% 2,281 $400K
Perigon Wealth Management, LLC 0.01% Reduce -9.8% 2,280 $400K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -1.1% 2,272 $399K
Credit Agricole S A 0.00% Reduce -40.6% 2,265 $397K
APG Asset Management US Inc. 0.00% No change 2,201 $389K
APG Asset Management N.V. 0.00% Reduce -30.1% 2,391 $388K
Northwestern Mutual Wealth Management Co. 0.00% Add +149.5% 2,203 $386K
Choreo, LLC 0.01% Reduce -11.9% 2,189 $384K
TD Waterhouse Canada Inc. 0.00% Add +35.8% 2,115 $373K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -99.0% 2,120 $372K
Investment Management Corp of Ontario 0.01% Reduce -46.6% 2,091 $367K
Kentucky Retirement Systems Insurance Trust Fund 0.03% New 2,082 $365K
Commerce Bank 0.00% Reduce -2.3% 2,036 $357K
Norinchukin Bank, The 0.01% New 2,031 $356K
Uniting Wealth Partners, LLC 0.18% Reduce -33.3% 2,000 $351K
Avestar Capital, LLC 0.03% Reduce -8.9% 1,973 $346K
Scientech Research LLC 0.09% Reduce -46.4% 1,905 $334K
E Fund Management Co., Ltd. 0.02% Add +116.5% 1,901 $333K
Jones Financial Companies LLLP 0.00% Add +81.9% 1,855 $330K
GraniteShares Advisors LLC 0.21% Add +7.5% 1,880 $330K
Independent Financial Group, LLC 0.01% Add +13.0% 1,861 $326K
China Universal Asset Management Co., Ltd. 0.03% Add +53.0% 1,839 $323K
Joel Isaacson & Co., LLC 0.01% No change 1,834 $322K
Chicago Capital, LLC 0.01% New 1,801 $316K
Cynosure Group, LLC 0.04% Add +46.3% 1,796 $315K
&partners 0.00% Add +32.2% 1,746 $310K
Hilltop Holdings Inc. 0.02% Add +55.8% 1,765 $310K
Signaturefd, LLC 0.01% Add +24.1% 1,754 $308K
Moody National Bank Trust Division 0.03% Add +5.6% 1,751 $307K
Meridian Investment Counsel Inc. 0.09% No change 1,742 $306K
United Capital Financial Advisors, LLC 0.00% Reduce -13.9% 1,691 $297K
Corient Private Wealth LP 0.00% Reduce -38.8% 1,688 $296K
Atria Investments, Inc 0.00% Add +13.2% 1,685 $296K
HM Payson & Co. 0.01% No change 1,674 $294K
Nomura Holdings Inc. 0.00% Reduce -86.5% 1,648 $289K
Focus Partners Wealth 0.00% Reduce -94.4% 1,745 $288K
QRG Capital Management, Inc. 0.00% Reduce -3.1% 1,632 $286K
Gsa Capital Partners LLP 0.03% Add +43.4% 1,610 $282K
Blue Trust, Inc. 0.00% Add +34.1% 1,584 $278K
QVT Financial LP 0.03% New 1,581 $277K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -59.7% 1,580 $277K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +2.6% 1,560 $274K
Illinois Municipal Retirement Fund 0.00% No change 1,556 $273K
Allstate Corp. 0.01% Reduce -29.4% 1,546 $271K
NFSG Corp 0.07% Add +6.2% 1,536 $269K
Prospera Financial Services Inc 0.01% Add +46.3% 1,507 $264K
Sowell Financial Services LLC 0.01% New 1,502 $263K
CastleKnight Management LP 0.03% No change 1,500 $263K
Clark Financial Services Group Inc. 0.18% New 1,485 $260K
Carnegie Investment Counsel 0.01% No change 1,741 $257K
Tudor Investment Corporation 0.00% Reduce -98.4% 1,448 $254K
Clear Creek Financial Management, LLC 0.03% Add +13.8% 1,440 $253K
Whittier Trust Co. 0.00% Reduce -42.9% 1,439 $252K
Vestcor Inc 0.01% No change 1,421 $249K
UniSuper Management Pty Ltd 0.00% No change 1,400 $246K
Integrated Wealth Concepts LLC 0.00% Add +31.6% 1,363 $239K
Fulton Bank, N.A. 0.01% Add +10.9% 1,356 $238K
Motley Fool Asset Management LLC 0.01% Add +23.2% 1,350 $237K
Empowered Funds, LLC 0.00% No change 1,287 $226K
HighPoint Advisor Group LLC 0.01% Reduce -5.0% 1,261 $220K
Farther Finance Advisors, LLC 0.01% Add +57.2% 1,242 $219K
Parallel Advisors, LLC 0.00% Reduce -3.5% 1,245 $218K
Arkos Global Advisors 0.03% Add +26.4% 1,236 $217K
Krane Funds Advisors LLC 0.01% New 1,235 $217K
Independent Advisor Alliance 0.01% Reduce -11.5% 1,235 $217K
ANTIPODES PARTNERS Ltd 0.01% New 1,218 $214K
NewEdge Wealth, LLC 0.00% Add +0.6% 1,202 $211K
Certuity, LLC 0.02% New 1,183 $207K
Tower Research Capital LLC (TRC) 0.01% Reduce -85.3% 1,190 $206K
New York Life Investment Management LLC 0.00% Reduce -9.6% 1,164 $204K
Lido Advisors, LLC 0.00% Reduce -4.0% 1,160 $204K
Bridgewater Advisors Inc. 0.02% New 1,158 $202K
Ostrum Asset Management 0.01% Reduce -19.2% 1,134 $199K
Sentry Investment Management LLC 0.13% Add +2.0% 1,345 $198K
Morse Asset Management, Inc 0.05% Add +44.1% 1,127 $198K
Coldstream Capital Management Inc. 0.00% New 1,049 $184K
Crewe Advisors LLC 0.02% Add +0.2% 1,002 $176K
Natixis 0.00% Reduce -46.9% 982 $172K
Principal Securities, Inc. 0.00% No change 731 $170K
ICICI Prudential Asset Management Co Ltd 0.02% Reduce -0.6% 955 $168K
Van Eck Associates Corp. 0.00% Reduce -2.2% 885 $155K
Siemens Fonds Invest GmbH 0.01% New 847 $149K
Nisa Investment Advisors, LLC 0.00% Reduce -86.1% 800 $140K
Steward Partners Investment Advisory, LLC 0.00% Reduce -37.2% 734 $129K
Financial Perspectives, Inc 0.04% No change 697 $122K
Rakuten Securities, Inc. 0.06% Add +39.5% 688 $121K
Tidemark, LLC 0.04% No change 686 $120K
STF Management LP 0.06% Add +7.6% 682 $120K
Emerald Mutual Fund Advisers Trust 0.01% Reduce -10.6% 641 $112K
Ossiam 0.00% Reduce -22.4% 614 $108K
Versant Capital Management, Inc 0.02% Add +237.2% 607 $106K
V-Square Quantitative Management LLC 0.02% Reduce -2.6% 602 $106K
Pilgrim Partners Asia Pte Ltd 0.10% No change 600 $105K
Fifth Third Bancorp 0.00% Add +15.9% 569 $100K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 558 $98K
Allworth Financial LP 0.00% Reduce -3.6% 559 $97K
SVB Wealth LLC 0.00% New 547 $96K
Shell Asset Management Co. 0.00% No change 546 $96K
Provenance Wealth Advisors, LLC 0.01% Add +62.6% 527 $92K
Nalls Sherbakoff Group, LLC 0.07% — 500 $88K
Quent Capital, LLC 0.01% Reduce -26.0% 492 $86K
Quadrant Capital Group LLC 0.00% Add +40.3% 470 $82K
Bayforest Capital Ltd 0.03% Reduce -52.5% 454 $80K
Vega Investment Solutions 0.02% New 452 $79K
Brooklyn Investment Group 0.02% Add +247.9% 407 $71K
Manchester Capital Management LLC 0.01% No change 384 $67K
Lazard Asset Management LLC 0.00% Reduce -1.0% 380 $66K
First Horizon Advisors, Inc. 0.00% Reduce -24.1% 369 $65K
Advisors Asset Management, Inc. 0.00% Add +4.0% 364 $64K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -46.1% 362 $63K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 380 $62K
State of Wyoming 0.01% New 352 $62K
Johnson Financial Group, Inc. 0.00% New 312 $55K
Smartleaf Asset Management LLC 0.01% Reduce -19.2% 299 $53K
Laurel Wealth Advisors LLC 0.01% No change 303 $53K
National Pension Service 0.00% Reduce -99.8% 277 $49K
Horizon Investments, LLC 0.00% Add +0.8% 238 $42K
Westpac Banking Corp. 0.00% No change 210 $37K
Optiver Holding B.V. 0.00% Reduce -93.3% 199 $35K
CVA Family Office, LLC 0.01% Add +7.6% 198 $35K
GAMMA Investing LLC 0.00% Add +11.7% 191 $34K
Wilmington Savings Fund Society, FSB 0.00% Add +34.8% 190 $33K
AlphaQuest LLC 0.00% Reduce -85.4% 182 $32K
Covestor Ltd 0.02% Reduce -13.7% 164 $29K
Cullen/Frost Bankers, Inc. 0.00% Add +315.8% 158 $28K
Lindbrook Capital, LLC 0.00% Reduce -43.0% 155 $27K
Clearstead Advisors, LLC 0.00% Reduce -17.2% 154 $27K
Truvestments Capital LLC 0.01% Reduce -49.3% 153 $27K
2UniFi Bank 0.02% No change 100 $27K
Hollencrest Capital Management 0.00% New 150 $26K
Arax Advisory Partners 0.00% Add +44.7% 149 $26K
Cloud Capital Management, LLC 0.02% — 147 $25K
S-Bank Fund Management Ltd 0.00% — 130 $23K
Abound Wealth Management 0.01% No change 124 $22K
EverSource Wealth Advisors, LLC 0.00% Reduce -10.8% 124 $22K
AdvisorNet Financial, Inc 0.00% Add +6050.0% 123 $22K
Geneos Wealth Management Inc. 0.00% Add +53.8% 123 $22K
Aventura Private Wealth, LLC 0.01% Reduce -25.2% 116 $20K
MAI Capital Management 0.00% Reduce -53.4% 115 $20K
CENTRAL TRUST Co 0.00% Reduce -10.7% 108 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Add +38.7% 104 $18K
Asset Dedication, LLC 0.00% Reduce -9.7% 102 $18K
Bartlett & Co. Wealth Management LLC 0.00% No change 100 $18K
Hantz Financial Services, Inc. 0.00% Reduce -1.0% 99 $17K
Clean Yield Group 0.01% New 90 $16K
Adirondack Trust Co. 0.01% No change 88 $15K
Financial Avengers, Inc. 0.01% Reduce -15.0% 85 $15K
Pittenger & Anderson Inc. 0.00% No change 85 $15K
Montag A & Associates Inc. 0.00% No change 70 $12K
Sandy Spring Bank 0.00% Reduce -46.5% 68 $12K
Continuum Advisory, LLC 0.00% Reduce -16.3% 67 $12K
Harbor Investment Advisory, LLC 0.00% Add +4.9% 64 $11K
Putney Financial Group LLC 0.01% No change 60 $11K
Harbour Investments, Inc. 0.00% Reduce -14.5% 59 $10K
Parkside Financial Bank & Trust 0.00% Add +39.0% 57 $10K
Catalyst Capital Advisors LLC 0.00% Reduce -3.5% 56 $10K
Avion Wealth 0.00% No change 42 $9K
Western Pacific Wealth Management, LP 0.01% No change 50 $9K
SWAN Capital LLC 0.00% No change 50 $9K
Front Row Advisors LLC 0.00% No change 50 $9K
Ramirez Asset Management, Inc. 0.00% New 50 $9K
Legacy Bridge, LLC 0.00% No change 47 $8K
Private Wealth Asset Management, LLC 0.00% — 46 $8K
Wolff Wiese Magana LLC 0.01% Reduce -22.4% 45 $8K
VSM Wealth Advisory, LLC 0.00% New 45 $8K
Northwest Capital Management Inc 0.00% No change 38 $7K
Huntington National Bank 0.00% Add +52.2% 35 $6K
Darwin Wealth Management, LLC 0.00% No change 25 $6K
LRI Investments, LLC 0.00% No change 33 $6K
Main Street Group, LTD 0.00% No change 30 $5K
Eastern Bank 0.00% No change 30 $5K
Saudi Central Bank 0.03% New 29 $5K
Capital Advisors, Ltd. LLC 0.00% Reduce -63.5% 27 $5K
Tradewinds Capital Management, LLC 0.00% Add +21.7% 28 $5K
Creekmur Asset Management LLC 0.00% No change 28 $5K
Cornerstone Planning Group LLC 0.00% Add +30.4% 30 $5K
WPG Advisers, LLC 0.00% Reduce -60.9% 27 $5K
West Branch Capital LLC 0.00% New 26 $5K
Capital A Wealth Management, LLC 0.00% No change 26 $5K
Larson Financial Group LLC 0.00% Reduce -65.8% 26 $5K
Curio Wealth, LLC 0.00% New 1 $4K
Spire Wealth Management 0.00% Add +212.5% 25 $4K
Bell Investment Advisors, Inc 0.00% Reduce -17.2% 24 $4K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +300.0% 24 $4K
ORG Partners LLC 0.00% New 21 $4K
Murphy & Mullick Capital Management Corp 0.00% New 20 $4K
Private Wealth Management Group, LLC 0.00% No change 20 $4K
Sound Income Strategies, LLC 0.00% Add +11.1% 20 $4K
CBIZ Investment Advisory Services, LLC 0.00% Add +233.3% 20 $4K
Grove Bank & Trust 0.00% Reduce -58.7% 19 $3K
Mather Group, Llc. 0.00% Reduce -29.2% 17 $3K
Golden State Wealth Management, LLC 0.00% Add +13.3% 17 $3K
True Wealth Design, LLC 0.00% Add +1500.0% 16 $3K
SouthState Bank Corp 0.00% New 16 $3K
Bruce G. Allen Investments, LLC 0.00% New 15 $3K
Tower View Wealth Management LLC 0.00% No change 15 $3K
Mascoma Wealth Management LLC 0.00% New 15 $3K
Park Place Capital Corp 0.00% New 15 $3K
Hexagon Capital Partners LLC 0.00% Reduce -80.0% 14 $2K
Whipplewood Advisors, LLC 0.00% Add +28.6% 18 $2K
Westside Investment Management, Inc. 0.00% No change 12 $2K
Sierra Ocean, LLC 0.00% Add +100.0% 12 $2K
Private Trust Co. NA 0.00% Add +9.1% 12 $2K
Trust Co. of Vermont 0.00% No change 12 $2K
Brown Brothers Harriman & Co. 0.00% Reduce -47.8% 12 $2K
Atticus Wealth Management, LLC 0.00% No change 11 $2K
Salem Investment Counselors Inc. 0.00% No change 11 $2K
Legacy Wealth Managment, LLC 0.00% No change 10 $2K
Berkshire Capital Holdings Inc. 0.00% No change 10 $2K
Ridgewood Investments LLC 0.00% No change 10 $2K
Rise Advisors, LLC 0.00% No change 10 $2K
MV Capital Management, Inc. 0.00% Reduce -37.5% 10 $2K
GPS Wealth Strategies Group, LLC 0.00% No change 10 $2K
JFS Wealth Advisors, LLC 0.00% Add +11.1% 10 $2K
Ameriflex Group, Inc. 0.00% No change 9 $2K
Bogart Wealth, LLC 0.00% New 9 $2K
Valued Wealth Advisors LLC 0.00% No change 7 $1K
CoreCap Advisors, LLC 0.00% Add +20.0% 6 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 6 $1K
TD Private Client Wealth LLC 0.00% Add +20.0% 6 $1K
Capital Analysts, LLC 0.00% No change 8 $1K
Fortitude Family Office, LLC 0.00% No change 5 $877
Raffa Wealth Management, LLC 0.00% No change 5 $877
Physician Wealth Advisors, Inc. 0.00% New 5 $877
Garde Capital, Inc. 0.00% New 5 $877
Clearstead Trust, LLC 0.00% New 4 $702
Cheviot Value Management, LLC 0.00% New 4 $692
PayPay Securities Corp 0.04% Reduce -72.7% 3 $685
Wealth Preservation Advisors, LLC 0.00% — 3 $526
Beacon Capital Management, LLC 0.00% New 3 $526
Hughes Financial Services, LLC 0.00% New 2 $353
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 2 $351
Copia Wealth Management 0.00% No change 2 $351
Binnacle Investments Inc 0.00% — 2 $351
Cromwell Holdings LLC 0.00% New 2 $351
Key Financial Inc 0.00% No change 2 $351
Halbert Hargrove Global Advisors, LLC 0.00% New 2 $351
Winnacle Wealth LLC 0.00% No change 2 $310
American Capital Advisory, LLC 0.00% New 1 $176
TFC Financial Management, Inc. 0.00% New 1 $176
Global Financial Private Client, LLC 0.00% No change 1 $175
Creative Financial Designs Inc. 0.00% New 1 $175
UMB Bank, n.a. 0.00% New 1 $175
TD Capital Management LLC 0.00% New 1 $175
Bessemer Group Inc. 0.00% Reduce -99.7% 1 $0
Hemington Wealth Management 0.00% Reduce -81.8% 4 $0

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