MongodbMDB

13F holders, Q1 2026 (March 31)
816holders −99
109new positions
203sold out
11famous investors
$245.16avg. 13F price*

At the end of Q1 2026, 816 institutions reported holding Mongodb Inc. (MDB) in their 13F filings, down 99 from Q4 2025. 109 opened new positions and 203 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Portfolio Management LLC ($1.1B) and Vanguard Capital Management LLC ($861.3M). 11 famous investors held it, including Mason Morfit (4.4% of ValueAct Capital's portfolio), Alex Sacerdote (0.7% of Whale Rock Capital Management's portfolio) and Steve Cohen (0.2% 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 2025 → Q1 2026

InstitutionsTotal Value
New Positions109$296.6M
Exits203$853.0M

All 13F filers, Q4 2025 → Q1 2026: 10,086,486 shares bought and 10,034,531 shares sold, net +51,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 816 holders

BlackRock, Inc. 0.02% Reduce -1.1% 5,725,427 $1.4B
Vanguard Portfolio Management LLC 0.06% — 4,501,522 $1.1B
Vanguard Capital Management LLC 0.02% — 3,518,839 $861.3M
FMR LLC 0.03% Reduce -7.9% 2,192,883 $536.8M
T. Rowe Price Associates Inc. 0.06% Add +12.2% 2,092,486 $512.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.44% Add +64.6% 1,953,175 $478.1M
State Street Corp. 0.02% Add +2.6% 1,844,118 $451.4M
Geode Capital Management, LLC 0.02% Add +5.8% 1,527,842 $372.9M
AQR Capital Management 0.15% Add +127.7% 1,312,130 $318.5M
Artisan Partners Limited Partnership 0.49% Add +186.4% 1,227,170 $300.4M
Morgan Stanley 0.02% Reduce -11.8% 1,217,996 $298.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -6.1% 1,084,543 $265.5M
ValueAct Capital 4.45% Reduce -26.2% 1,037,800 $254.0M
Capital World Investors 0.03% Add +3.8% 1,017,235 $249.0M
Jericho Capital Asset Management L.P. 3.61% No change 996,540 $243.9M
JPMorgan Chase & Co. 0.02% Add +1.1% 1,033,820 $243.2M
D. E. Shaw & Co. 0.19% Reduce -36.1% 931,570 $228.0M
Wellington Management Group LLP 0.04% Add +310.7% 904,643 $221.4M
Invesco Ltd. 0.02% Reduce -15.0% 903,854 $221.2M
Massachusetts Financial Services Co. 0.07% Add +24.7% 891,744 $220.2M
Primecap Management Co. 0.16% Reduce -0.7% 842,729 $206.3M
Arrowstreet Capital, Limited Partnership 0.09% Reduce -49.7% 672,221 $164.5M
T. Rowe Price Investment Management, Inc. 0.11% Add +15.6% 664,568 $162.7M
Qube Research & Technologies Ltd 0.21% Add +105.9% 609,569 $149.2M
Employees Provident Fund Board 1.08% Add +20.6% 584,559 $143.1M
Swedbank AB 0.15% Reduce -20.4% 580,686 $142.1M
Citadel Advisors 0.10% Reduce -35.4% 557,057 $136.4M
Bank of America Corp. 0.01% Add +0.3% 555,305 $135.9M
Harel Insurance Investments & Financial Services Ltd. 0.91% Add +55.0% 549,970 $134.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Reduce -1.4% 544,700 $133.3M
Legal & General Group Plc 0.03% Add +2.5% 537,624 $131.6M
SRS Investment Management, LLC 1.36% Add +0.3% 526,942 $129.0M
Federated Hermes, Inc. 0.21% Reduce -6.7% 524,311 $128.3M
Northern Trust Corp. 0.02% Add +1.3% 517,136 $126.6M
Vanguard Fiduciary Trust Co. 0.03% — 503,209 $123.2M
Deutsche Bank AG 0.04% Reduce -16.7% 480,278 $117.6M
Neuberger Berman Group LLC 0.09% Add +507.1% 474,483 $116.1M
Point72 Asset Management 0.21% Reduce -33.5% 474,357 $116.1M
Alliancebernstein L.P. 0.04% Reduce -6.0% 273,335 $114.7M
Robeco Institutional Asset Management B.V. 0.16% Add +35.6% 468,505 $114.7M
UBS Group AG 0.02% Reduce -10.1% 465,701 $114.0M
FIL Ltd 0.09% Reduce -2.7% 464,411 $113.7M
Fred Alger Management, LLC 0.47% Reduce -21.9% 438,613 $107.4M
Bank of New York Mellon Corp 0.02% Reduce -11.4% 421,528 $103.2M
Goldman Sachs Group Inc. 0.01% Reduce -11.2% 411,331 $100.7M
Charles Schwab Investment Management Inc. 0.02% Add +5.6% 407,349 $99.7M
Millennium Management 0.08% Add +18.5% 399,310 $97.7M
Pictet Asset Management Holding SA 0.10% Add +33.1% 390,253 $95.5M
1832 Asset Management L.P. 0.12% Reduce -50.0% 377,000 $92.3M
Amundi 0.03% Add +17.8% 376,447 $92.1M
Dimensional Fund Advisors LP 0.02% Add +3.2% 373,992 $91.5M
First Trust Advisors LP 0.06% Reduce -17.4% 369,448 $90.4M
Sei Investments Co. 0.08% Add +125.3% 367,663 $90.0M
Voya Investment Management LLC 0.10% Reduce -41.5% 348,572 $85.3M
Polar Capital Holdings Plc 0.35% Reduce -23.3% 330,791 $81.0M
Raymond James Financial Inc. 0.02% Add +11.2% 331,731 $79.7M
Canada Pension Plan Investment Board 0.05% Add +8.4% 324,050 $79.3M
Nuveen, LLC 0.02% Add +35.1% 304,284 $74.5M
Congress Asset Management Co. 0.53% Add +199.8% 301,897 $73.9M
Two Sigma Investments, LP 0.06% Add +15.9% 287,162 $70.3M
Ensign Peak Advisors, Inc 0.13% Reduce -31.8% 276,559 $67.7M
Blair William & Co. 0.19% Reduce -7.8% 270,982 $66.3M
Avala Global LP 3.16% Reduce -10.1% 269,072 $65.9M
Tremblant Capital Group 2.11% Add +176.3% 267,458 $65.5M
American Century Companies Inc. 0.03% Reduce -0.1% 267,414 $65.5M
Baillie Gifford & Co. 0.07% No change 267,331 $65.4M
Royal Bank of Canada 0.01% Reduce -4.7% 261,902 $64.1M
Spyglass Capital Management LLC 4.39% Reduce -4.6% 253,174 $62.0M
Allspring Global Investments Holdings, LLC 0.10% Add +169.2% 240,646 $60.0M
Swiss National Bank 0.03% Add +7.2% 238,840 $58.5M
Whale Rock Capital Management 0.71% Reduce -62.6% 224,648 $55.0M
Champlain Investment Partners, LLC 0.69% Reduce -16.2% 223,064 $54.6M
Frontier Capital Management Co. LLC 0.54% Reduce -29.1% 214,316 $52.5M
CI Investments Inc. 0.25% Add +81.2% 213,604 $52.3M
Candriam S.C.A. 0.27% Add +34.7% 213,067 $52.2M
Eurizon Capital SGR S.p.A. 0.16% Add +2178.4% 212,893 $51.6M
Acadian Asset Management LLC 0.07% Reduce -56.4% 206,799 $50.6M
BNP Paribas Financial Markets 0.03% Add +429.0% 203,347 $49.8M
Citigroup Inc. 0.03% Reduce -59.0% 200,537 $49.1M
Fiera Capital Corp 0.15% Add +0.0% 183,091 $44.8M
Ofi Invest Asset Management 0.58% Add +4280.9% 204,895 $43.6M
Nordea Investment Management AB 0.04% Add +924.3% 177,624 $42.7M
Danica Pension, Livsforsikringsaktieselskab 0.79% Reduce -32.5% 172,280 $42.2M
Nomura Asset Management Co. Ltd. 0.11% Add +2.1% 171,683 $42.0M
Lead Edge Capital Management, LLC 10.23% Add +33.1% 170,425 $41.7M
Worldquant Millennium Advisors LLC 0.16% New 170,124 $41.6M
KBC Group NV 0.10% Add +75.3% 168,018 $41.1M
Quantinno Capital Management LP 0.07% Add +68.5% 167,745 $41.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -14.2% 165,223 $40.4M
Westfield Capital Management Co. LP 0.17% Add +3.4% 164,881 $40.4M
Eminence Capital, LP 0.91% Add +4.6% 163,008 $39.9M
Squarepoint Ops LLC 0.08% Reduce -7.4% 160,004 $39.2M
Balyasny Asset Management L.P. 0.08% Reduce -48.2% 153,763 $37.6M
Ameriprise Financial Inc. 0.01% Reduce -35.0% 152,514 $37.3M
Ossiam 0.65% Reduce -0.0% 151,091 $37.0M
Wells Fargo & Company 0.01% Add +48.0% 149,019 $36.5M
Stephens Investment Management Group LLC 0.47% Add +187.9% 141,027 $34.5M
Renaissance Technologies 0.05% New 140,780 $34.5M
National Pension Service 0.03% Add +9.1% 138,821 $34.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% — 137,003 $33.5M
SG Americas Securities, LLC 0.04% Add +984.1% 133,416 $32.7M
California Public Employees Retirement System 0.02% Reduce -2.7% 131,197 $32.1M
Handelsbanken Fonder AB 0.10% Add +4.1% 128,095 $31.4M
Franklin Resources Inc. 0.01% Reduce -71.2% 123,450 $30.2M
Victory Capital Management Inc. 0.02% Add +8.2% 120,134 $29.4M
California State Teachers Retirement System 0.03% Reduce -1.8% 119,470 $29.2M
Manchester Global Management (UK) Ltd 3.84% Add +4.9% 117,499 $28.8M
Armistice Capital, LLC 0.87% Add +118.3% 107,296 $26.3M
Assenagon Asset Management S.A. 0.04% Add +24.5% 106,807 $26.1M
Barclays PLC 0.01% Reduce -51.7% 101,348 $24.8M
Penserra Capital Management LLC 0.29% Add +3.0% 100,869 $24.7M
Korea Investment CORP 0.05% Add +75.1% 100,410 $24.6M
Defiance ETFs, LLC 0.35% Add +5.6% 98,691 $24.2M
Stifel Financial Corp. 0.02% Add +1.8% 98,562 $24.1M
Ieq Capital, LLC 0.11% Add +65.3% 97,857 $24.0M
Mirova 0.97% New 97,300 $23.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +8.2% 95,530 $23.4M
Panagora Asset Management Inc. 0.09% Add +28.5% 94,327 $23.1M
Allianz Asset Management GmbH 0.03% Add +131.5% 88,758 $21.7M
Rhumbline Advisers 0.02% Reduce -2.9% 85,615 $21.0M
New York State Common Retirement Fund 0.03% Reduce -0.7% 84,095 $20.6M
Daventry Group, LP 22.88% Add +21.3% 82,105 $20.1M
ExodusPoint Capital Management, LP 0.20% Add +6.5% 81,912 $20.0M
Tidal Investments LLC 0.06% Reduce -26.3% 80,891 $19.8M
Woodline Partners LP 0.07% Add +5181.3% 78,586 $19.2M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 76,500 $18.7M
Picton Mahoney Asset Management 0.19% Add +3.1% 74,672 $18.3M
Osaic Holdings, Inc. 0.03% Add +80.9% 74,490 $18.2M
Aberdeen Group plc 0.03% Add +6.3% 74,406 $18.2M
Envestnet Asset Management Inc. 0.00% Add +2.3% 74,395 $18.2M
PEAK6 LLC 0.52% Add +3669500.0% 73,392 $18.0M
Aviva PLC 0.03% Add +10.9% 71,596 $17.5M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.3% 70,161 $17.2M
Verition Fund Management LLC 0.18% Add +20.6% 69,632 $17.0M
Capital Research Global Investors 0.00% Reduce -12.8% 69,136 $16.9M
Y-Intercept (Hong Kong) Ltd 0.31% Add +1134.1% 67,333 $16.5M
Wedbush Fund Advisers, LLC 1.90% Add +32.5% 66,934 $16.4M
CenterBook Partners LP 0.85% New 64,672 $15.8M
TD Asset Management Inc 0.01% Add +8.3% 63,478 $15.5M
LPL Financial LLC 0.00% Reduce -5.3% 62,392 $15.3M
Eventide Asset Management, LLC 0.25% Add +10.2% 62,374 $15.3M
Susquehanna International Group, LLP 0.02% Reduce -83.8% 58,926 $14.4M
Sora Investors LLC 1.33% Add +49.5% 58,863 $14.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +2.8% 56,510 $13.9M
Delta Global Management LP 1.13% Reduce -13.8% 56,632 $13.9M
Styrax Capital, LP 0.94% Reduce -45.7% 55,000 $13.5M
Voloridge Investment Management, LLC 0.05% New 53,461 $13.1M
Jones Financial Companies LLLP 0.01% Add +1534.0% 54,069 $12.7M
PFA Pension, Forsikringsaktieselskab 0.04% Add +44.7% 51,852 $12.7M
Man Group plc 0.03% Add +75.7% 51,012 $12.5M
LBP Am SA 0.17% Reduce -54.4% 50,101 $12.3M
Avalon Global Asset Management LLC 2.88% Add +100.0% 50,000 $12.2M
Summit Partners Public Asset Management, LLC 0.57% Reduce -83.2% 50,000 $12.2M
Erste Asset Management GmbH 0.11% Add +0.0% 52,000 $12.2M
Andra AP-fonden 0.14% Add +84.2% 49,520 $12.1M
Bridgewater Associates 0.05% Add +8738.2% 49,494 $12.1M
State of Wisconsin Investment Board 0.03% Add +9.7% 49,321 $12.1M
CANADA LIFE ASSURANCE Co 0.02% Reduce -13.7% 47,900 $11.7M
Natixis Advisors, LLC 0.02% Add +29.3% 47,493 $11.6M
Quadrature Capital Ltd 0.14% New 47,226 $11.6M
Sycomore Asset Management 1.59% No change 41,780 $11.4M
Tudor Investment Corporation 0.06% Add +54.7% 46,412 $11.4M
Engineers Gate Manager LP 0.14% Reduce -47.0% 46,045 $11.3M
Danske Bank A/S 0.03% Reduce -0.8% 45,997 $11.3M
Prudential Financial Inc. 0.01% Reduce -69.3% 45,554 $11.2M
UNICOM Systems, Inc. 1.14% No change 45,500 $11.1M
Nicholas Company, Inc. 0.22% Add +7.2% 44,955 $11.0M
DekaBank Deutsche Girozentrale 0.02% No change 44,326 $10.6M
Bourgeon Capital Management LLC 1.88% Add +11.4% 43,229 $10.6M
Cooper Creek Partners Management LLC 0.51% No change 43,217 $10.6M
Vinva Investment Management Ltd 0.13% Add +101.7% 44,358 $10.5M
ING Groep NV 0.06% Reduce -70.6% 42,655 $10.4M
Oribel Capital Management, LP 1.56% Add +42.4% 42,000 $10.3M
Teachers Retirement System of the State of Kentucky 0.08% Reduce -20.4% 41,412 $10.1M
HSBC Holdings PLC 0.01% Add +18.7% 41,036 $10.0M
APG Asset Management N.V. 0.03% Add +4.8% 46,759 $9.9M
Vanguard Investments Australia, Ltd. 0.03% — 40,334 $9.9M
Vanguard Global Advisers, LLC 0.01% — 40,152 $9.8M
Curi Capital, LLC 0.17% Add +2.9% 40,046 $9.8M
Rheos Capital Works Inc. 0.65% New 40,000 $9.8M
Cwm, LLC 0.03% Add +80.2% 39,627 $9.7M
Mariner, LLC 0.01% Add +86.1% 38,738 $9.5M
Jump Financial, LLC 0.15% New 38,393 $9.4M
Public Employees Retirement System of Ohio 0.03% Reduce -1.0% 38,113 $9.3M
Caisse de depot et placement du Quebec 0.01% New 38,064 $9.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +9.0% 37,784 $9.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +40.1% 38,281 $9.2M
Whittier Trust Co. 0.10% Add +3586.0% 35,975 $9.2M
Kinetic Partners Management, LP 0.51% Reduce -71.5% 37,167 $9.1M
Royal London Asset Management Ltd. 0.02% Reduce -0.9% 36,964 $9.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +78.6% 36,672 $9.0M
Exchange Traded Concepts, LLC 0.07% Add +154.2% 36,469 $8.9M
Russell Investments Group, Ltd. 0.01% Reduce -27.3% 36,122 $8.8M
Jennison Associates LLC 0.01% New 35,642 $8.7M
Corient Private Wealth LP 0.01% Add +700.3% 35,596 $8.7M
Asset Management One Co., Ltd. 0.02% Add +8.2% 33,954 $8.3M
Treasurer of the State of North Carolina 0.03% Add +2.2% 33,763 $8.3M
Zevenbergen Capital Investments LLC 0.23% Add +10.7% 33,200 $8.1M
OMERS ADMINISTRATION Corp 0.05% Add +13.8% 32,831 $8.0M
Bienville Capital Management, LLC 1.52% New 32,722 $8.0M
Cypress Point Investment Management LP 1.85% New 32,140 $7.9M
Mn Services Vermogensbeheer B.V. 0.05% No change 31,809 $7.8M
Jane Street Group, LLC 0.01% Reduce -54.3% 31,479 $7.7M
Graham Capital Management, L.P. 0.35% Add +408.5% 31,336 $7.7M
Covea Finance 0.27% Add +27.1% 31,007 $7.6M
Mackenzie Financial Corp. 0.01% Add +414.5% 30,466 $7.5M
Calamos Advisors LLC 0.04% Reduce -38.9% 30,463 $7.5M
KLP Kapitalforvaltning As 0.03% No change 30,100 $7.4M
Parallax Volatility Advisers, L.P. 0.40% Add +5.4% 29,360 $7.2M
Tredje AP-fonden 0.04% New 29,099 $7.1M
Cerity Partners LLC 0.01% Add +26.4% 28,367 $6.9M
State of New Jersey Common Pension Fund D 0.03% No change 28,133 $6.9M
Trexquant Investment LP 0.05% New 27,880 $6.8M
Empower Advisory Group, LLC 0.02% Reduce -49.4% 26,289 $6.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +44.2% 25,847 $6.3M
Clear Street Group Inc. 0.04% Add +38.2% 25,695 $6.3M
Arthedge Capital Management, LLC 6.31% No change 25,600 $6.3M
Exane Asset Management 1.27% Reduce -18.0% 22,041 $6.2M
Capital International Sarl 0.10% Add +1.0% 25,318 $6.2M
Mediolanum International Funds Ltd 0.07% Add +245.9% 26,342 $6.2M
Level Four Advisory Services, LLC 0.20% Add +91.5% 25,170 $6.2M
Cetera Investment Advisers 0.01% Add +25.4% 24,313 $6.0M
Creative Planning 0.00% Add +35.1% 24,290 $5.9M
Oppenheimer Asset Management Inc. 0.07% Add +159.1% 23,600 $5.8M
Welch & Forbes LLC 0.07% Add +0.0% 23,585 $5.8M
Resona Asset Management Co.,Ltd. 0.03% Add +0.9% 23,660 $5.8M
Montaka Global Pty Ltd 3.44% Add +8.1% 23,499 $5.8M
Quantitative Investment Management, LLC 0.59% New 23,384 $5.7M
HighTower Advisors, LLC 0.01% Add +10.0% 23,340 $5.7M
Ingalls & Snyder LLC 0.20% Add +5.8% 23,249 $5.7M
Storebrand Asset Management As 0.02% Add +19.1% 23,206 $5.7M
Capital Impact Advisors, LLC 2.26% New 22,881 $5.6M
Focus Partners Wealth 0.01% Add +35.2% 21,766 $5.5M
Arizona State Retirement System 0.03% Reduce -0.8% 22,116 $5.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -11.0% 22,114 $5.4M
Glynn Capital Management LLC 2.57% Reduce -49.0% 21,964 $5.4M
CIBC Bancorp USA Inc. 0.01% — 21,610 $5.3M
Union Bancaire Privee, UBP SA 0.07% Reduce -44.4% 24,456 $5.2M
Bank of Montreal 0.00% Add +286.8% 21,144 $5.2M
Abn Amro Investment Solutions 0.06% Reduce -2.8% 20,295 $5.0M
Jain Global LLC 0.07% Reduce -66.3% 20,234 $5.0M
Pursue Wealth Partners LLC 2.86% Add +7.0% 19,564 $4.8M
Whittier Trust Co. of Nevada Inc. 0.09% Add +8927.0% 18,054 $4.6M
Octahedron Capital Management L.P. 3.26% New 18,300 $4.5M
XTX Topco Ltd 0.08% Add +666.5% 18,288 $4.5M
DNB Asset Management AS 0.02% Add +3.0% 17,443 $4.3M
Walleye Capital LLC 0.03% Reduce -33.3% 16,880 $4.1M
IFM Investors Pty Ltd 0.03% Add +4.1% 16,871 $4.1M
Rockefeller Capital Management L.P. 0.01% Add +21.4% 16,551 $4.1M
Sunstone Asset Management, LP 5.16% Add +193.4% 15,996 $3.9M
USS Investment Management Ltd 0.02% Add +6.0% 15,918 $3.9M
SEB Asset Management AB 0.02% — 15,803 $3.9M
Slow Capital, Inc. 0.50% Reduce -0.0% 15,702 $3.8M
Federation des caisses Desjardins du Quebec 0.01% Reduce -15.9% 15,623 $3.8M
Mercer Global Advisors Inc. 0.01% Add +73.9% 15,492 $3.8M
Knuff & Co LLC 1.13% Add +8.4% 15,359 $3.8M
Groupama Asset Managment 0.05% Add +2.2% 15,147 $3.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Reduce -45.5% 13,991 $3.4M
Capital International Ltd. 0.13% Add +0.5% 13,981 $3.4M
Fideuram Asset Management (Ireland) dac 0.43% Add +17718.4% 8,731 $3.4M
Magnetar Financial LLC 0.04% Add +25.8% 13,442 $3.3M
Azzad Asset Management Inc. 0.33% Add +891.6% 13,307 $3.3M
Havemeyer Place LP 0.37% New 13,198 $3.2M
Centiva Capital, LP 0.15% Add +376.7% 13,191 $3.2M
Sumitomo Life Insurance Co. 0.07% Reduce -30.9% 13,000 $3.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +96.7% 13,102 $3.2M
Motley Fool Asset Management LLC 0.14% Add +45.1% 12,946 $3.2M
Utah Retirement Systems 0.03% Reduce -1.6% 12,802 $3.1M
Police & Firemen's Retirement System of New Jersey 0.03% No change 12,110 $3.0M
Beacon Pointe Advisors, LLC 0.02% Add +23.2% 11,917 $2.9M
Truist Financial Corp. 0.00% Reduce -31.2% 11,807 $2.9M
Red Spruce Capital, LLC 1.18% Reduce -11.4% 11,770 $2.9M
Xponance LLC 0.02% Add +17.3% 11,557 $2.8M
Commonwealth Equity Services, LLC 0.00% Reduce -35.7% 11,488 $2.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.2% 11,216 $2.7M
Toronto Dominion Bank 0.01% Reduce -17.0% 10,845 $2.7M
Captrust Financial Advisors 0.00% Add +79.8% 10,781 $2.6M
Vontobel Holding Ltd. 0.01% Add +119.7% 10,719 $2.6M
IMC-Chicago, LLC 0.04% New 10,554 $2.6M
Nissay Asset Management Corp. /Japan 0.01% Add +1.7% 10,538 $2.6M
Hussman Strategic Advisors, Inc. 0.56% New 10,500 $2.6M
FORA Capital, LLC 0.19% New 10,487 $2.6M
Peregrine Investment Management Inc. 2.00% Reduce -60.2% 10,400 $2.5M
Cherry Creek Investment Advisors, Inc. 1.09% Reduce -10.6% 10,255 $2.5M
Pacer Advisors, Inc. 0.01% Add +25.8% 10,214 $2.5M
Neo Ivy Capital Management 0.66% New 10,154 $2.5M
Empowered Funds, LLC 0.02% Reduce -48.8% 10,082 $2.5M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -3.1% 10,003 $2.4M
Sphera Management Technology Funds Ltd 1.38% Add +78.6% 10,000 $2.4M
Alight Capital Management LP 0.71% Reduce -50.0% 10,000 $2.4M
Fifth Third Bancorp 0.00% Add +1732.0% 9,893 $2.4M
Transamerica Financial Advisors, LLC 0.21% Add +1110.8% 9,880 $2.4M
Gilder Gagnon Howe & Co. LLC 0.03% Reduce -90.5% 9,806 $2.4M
Maniro Ltd 0.73% Add +6.8% 9,800 $2.4M
Janus Henderson Group PLC 0.00% Reduce -2.0% 9,804 $2.4M
Oak Harvest Investment Services 0.25% Add +223.6% 9,708 $2.4M
Swiss Life Asset Management Ltd 0.01% Add +16.7% 9,630 $2.4M
Brevan Howard Capital Management LP 0.02% Add +303.1% 9,549 $2.3M
Zacks Investment Management 0.02% Reduce -85.1% 9,406 $2.3M
Boothbay Fund Management, LLC 0.05% Add +24.6% 9,200 $2.3M
Advisory Services Network, LLC 0.03% Reduce -22.0% 9,196 $2.3M
Hantz Financial Services, Inc. 0.03% Reduce -4.7% 9,064 $2.2M
Taylor Frigon Capital Management LLC 1.26% Reduce -0.5% 9,029 $2.2M
Formula Growth Ltd. 0.99% New 9,000 $2.2M
Summit Trail Advisors, LLC 0.03% Add +51.7% 8,875 $2.2M
Campbell & CO Investment Adviser LLC 0.12% New 8,874 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 8,834 $2.2M
Capital International, Inc. 0.02% Add +7.9% 8,777 $2.1M
OP Asset Management Ltd 0.02% Reduce -5.3% 8,658 $2.1M
Alessandra Capital Management, LLC 1.80% Reduce -3.0% 8,650 $2.1M
Schroder Investment Management Group 0.00% Reduce -9.2% 8,958 $2.1M
Consolidated Investment Group LLC 0.22% New 8,400 $2.1M
Daiwa Securities Group Inc. 0.01% Add +3.3% 8,395 $2.1M
Gradient Investments LLC 0.03% New 8,099 $2.0M
Alamar Capital Management, LLC 1.19% Reduce -26.6% 7,933 $1.9M
Wealthfront Advisers LLC 0.00% Add +59.8% 7,914 $1.9M
Bank of Nova Scotia 0.00% Add +36.0% 7,796 $1.9M
Public Employees Retirement Association of Colorado 0.01% No change 7,588 $1.9M
Ethic Inc. 0.03% Reduce -4.7% 7,578 $1.9M
NLB Skladi, upravljanje premozenja, d.o.o. 0.09% Reduce -47.5% 7,516 $1.8M
WJ Financial Advisors LLC 1.47% Add +110.4% 7,420 $1.8M
WINTON GROUP Ltd 0.06% Add +161.3% 7,410 $1.8M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.94% Add +8.8% 7,400 $1.8M
National Bank of Canada 0.00% Reduce -11.2% 7,392 $1.8M
Brighton Jones LLC 0.04% New 7,319 $1.8M
Macquarie Group Ltd. 0.01% Reduce -50.8% 7,306 $1.8M
NewEdge Wealth, LLC 0.02% Add +924.0% 7,117 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.5% 6,975 $1.7M
CMT Capital Markets Trading GmbH 0.78% Add +10.2% 6,920 $1.7M
Landscape Capital Management, L.L.C. 0.11% New 6,826 $1.7M
Merit Financial Group, LLC 0.01% Add +34.7% 6,825 $1.7M
Allstate Corp. 0.02% Add +10.6% 6,825 $1.7M
Investment Management Corp of Ontario 0.02% Reduce -28.1% 6,572 $1.6M
Independence Bank of Kentucky 0.20% Add +110.6% 6,512 $1.6M
Inspire Advisors, LLC 0.13% New 6,507 $1.6M
B. Metzler seel. Sohn & Co. AG 0.01% Add +17.7% 6,502 $1.6M
PDT Partners, LLC 0.09% No change 6,500 $1.6M
Ilmarinen Mutual Pension Insurance Co 0.01% New 6,451 $1.6M
Vestmark Advisory Solutions, Inc. 0.02% New 6,436 $1.6M
CastleKnight Management LP 0.07% Add +326.7% 6,400 $1.6M
Gulf International Bank (UK) Ltd 0.03% Add +49.9% 6,295 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +41.1% 6,294 $1.5M
Advisors Asset Management, Inc. 0.03% Add +25.8% 6,187 $1.5M
TrueMark Investments, LLC 0.29% Add +1.4% 6,172 $1.5M
WoodTrust Financial Corp 0.19% Reduce -7.5% 6,150 $1.5M
Rothschild Investment LLC 0.08% Add +19.4% 6,138 $1.5M
Alps Advisors Inc. 0.01% Add +56.0% 6,053 $1.5M
BDF-Gestion 0.20% Reduce -34.7% 6,047 $1.5M
Krane Funds Advisors LLC 0.06% Add +64.3% 5,807 $1.5M
Lecap Asset Management Ltd. 0.55% Add +74.1% 5,950 $1.5M
Jasper Ridge Partners, L.P. 0.03% Reduce -22.3% 5,946 $1.5M
Dark Forest Capital Management LP 0.13% Reduce -39.1% 5,907 $1.4M
Chicago Capital, LLC 0.04% Add +2.1% 5,890 $1.4M
Qsemble Capital Management, LP 0.11% Reduce -10.3% 5,825 $1.4M
Assetmark, Inc. 0.00% Reduce -12.4% 5,801 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -22.3% 5,741 $1.4M
BW Gestao de Investimentos Ltda. 0.06% New 5,631 $1.4M
Knollwood Investment Advisory, LLC 0.14% Add +31.8% 5,603 $1.4M
Clearbridge Investments, LLC 0.00% Reduce -3.5% 5,533 $1.4M
Banque Cantonale Vaudoise 0.05% Reduce -19.1% 5,505 $1.3M
Credit Agricole S A 0.00% Add +32.0% 5,454 $1.3M
Volterra Technologies LP 0.94% Add +283.3% 5,397 $1.3M
Bradley Foster & Sargent Inc. 0.02% New 5,329 $1.3M
Sterling Capital Management LLC 0.02% Reduce -46.8% 5,328 $1.3M
Focus Partners Advisor Solutions, LLC 0.01% Add +52.3% 5,308 $1.3M
Sig Brokerage, LP 0.36% New 5,256 $1.3M
MML Investors Services, LLC 0.00% Reduce -38.9% 5,248 $1.3M
Diversified Trust Co. 0.02% Reduce -8.8% 5,248 $1.3M
Avanza Fonder AB 0.04% No change 5,230 $1.3M
Pinkerton Wealth, LLC 0.12% Add +2.4% 3,024 $1.3M
Mandatum Life Insurance Co Ltd 0.28% New 5,100 $1.2M
Blackstone Inc. 0.01% New 5,055 $1.2M
US Bancorp \de 0.00% Add +3.7% 5,050 $1.2M
Firsthand Capital Management, Inc. 2.61% No change 5,000 $1.2M
Capelight Capital Asset Management LP 1.04% New 5,000 $1.2M
Sanctuary Advisors, LLC 0.01% Add +6.2% 4,856 $1.2M
Fort Washington Investment Advisors Inc. 0.01% No change 4,777 $1.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -12.8% 4,598 $1.1M
Plum Street Advisors, LLC 0.39% No change 4,557 $1.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +218.6% 4,546 $1.1M
MASTERINVEST Kapitalanlage GmbH 0.11% Reduce -34.2% 4,483 $1.1M
ASR Vermogensbeheer N.V. 0.01% Add +1.8% 4,443 $1.1M
Kestra Investment Management, LLC 0.02% Reduce -5.4% 4,432 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -16.2% 4,394 $1.1M
Next Capital Management LLC 0.33% Add +4.1% 4,385 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +163.5% 4,330 $1.1M
Amalgamated Bank 0.01% Reduce -4.5% 4,212 $1.0M
United Capital Financial Advisors, LLC 0.01% Add +10.1% 4,148 $1.0M
Arkadios Wealth Advisors 0.02% Add +92.9% 4,116 $1.0M
Polymer Capital Management (HK) LTD 0.14% Add +98.1% 4,100 $1.0M
Pathstone Holdings, LLC 0.00% Reduce -0.0% 4,091 $1.0M
Osmosis Investment Management UK Ltd 0.03% Reduce -2.4% 4,078 $998K
Bank of Hawaii 0.05% Add +1.4% 4,069 $996K
Moore Capital Management, LP 0.04% Reduce -43.9% 3,996 $978K
Pallas Capital Advisors LLC 0.04% Add +65.8% 3,983 $975K
CIBC Asset Management Inc 0.00% Add +5.7% 3,938 $964K
Maryland State Retirement & Pension System 0.02% No change 3,913 $958K
NewEdge Advisors, LLC 0.00% Reduce -27.6% 3,887 $951K
Cambria Investment Management, L.P. 0.05% No change 3,868 $947K
Orion Porfolio Solutions, LLC 0.01% Reduce -27.8% 3,843 $941K
Inspire Investing, LLC 0.05% New 3,842 $941K
Wedbush Securities Inc. 0.03% Add +111.8% 3,715 $909K
SummitTX Capital, L.P. 0.03% Add +60.9% 3,704 $907K
Private Advisor Group, LLC 0.00% Reduce -65.9% 3,684 $902K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +4.8% 3,672 $899K
Jefferies Financial Group Inc. 0.01% New 3,595 $880K
O'shaughnessy Asset Management, LLC 0.00% Reduce -31.1% 3,532 $865K
Emerald Advisers, LLC 0.03% No change 3,523 $862K
Brandywine Managers, LLC 0.51% No change 3,521 $862K
Chicago Partners Investment Group LLC 0.02% Add +38.4% 3,185 $859K
PNC Financial Services Group, Inc. 0.00% Add +15.1% 3,492 $855K
Cibc World Market Inc. 0.00% Reduce -1.3% 3,449 $844K
Leonteq Securities AG 0.05% Add +83.5% 3,431 $840K
M&T Bank Corp 0.00% Reduce -2.1% 3,417 $836K
Atria Investments, Inc 0.01% Add +120.0% 3,397 $831K
Dynamic Technology Lab Private Ltd 0.13% New 3,372 $825K
Van Eck Associates Corp. 0.00% Add +49.1% 3,359 $823K
Phoenix Financial Ltd. 0.01% Reduce -17.2% 3,362 $823K
Prospera Financial Services Inc 0.01% Add +524.7% 3,361 $823K
Meiji Yasuda Life Insurance Co 0.03% No change 3,344 $819K
Blueshift Asset Management, LLC 0.25% New 3,338 $817K
Aware Super Pty Ltd as trustee of Aware Super 0.01% — 3,252 $796K
Holocene Advisors, LP 0.00% New 3,229 $790K
Perigon Wealth Management, LLC 0.01% Add +13.9% 3,186 $780K
Caprock Group, LLC 0.02% Add +16.7% 3,184 $780K
IFP Advisors, Inc 0.02% Add +88.8% 3,156 $772K
QVT Financial LP 0.06% Reduce -2.0% 3,142 $769K
TD Private Client Wealth LLC 0.02% Reduce -3.0% 3,109 $761K
Capital Group Investment Management Pte. LTD. 0.13% No change 3,049 $746K
Inscription Capital, LLC 0.08% Add +3.0% 3,047 $746K
Plato Investment Management Ltd 0.05% Add +6.9% 3,035 $743K
Western Financial Corp 0.29% New 3,011 $737K
Saudi Central Bank 0.02% New 3,004 $735K
Praxis Investment Management Inc. 0.04% No change 2,987 $731K
&partners 0.00% Add +42.4% 2,980 $730K
Keybank National Association 0.00% Reduce -0.6% 2,967 $726K
Farther Finance Advisors, LLC 0.01% Add +68.2% 2,891 $721K
Xcel Wealth Management, LLC 0.20% Reduce -35.2% 2,945 $721K
Banque Transatlantique SA 0.02% New 2,913 $713K
Vident Advisory, LLC 0.01% Add +18.1% 2,909 $712K
Krilogy Financial LLC 0.02% Add +15.5% 2,816 $707K
Elevation Point Wealth Partners, LLC 0.02% New 2,809 $688K
Prudential PLC 0.01% Add +84.6% 2,776 $679K
Qtron Investments LLC 0.09% Add +0.1% 2,762 $676K
Lighthouse Investment Partners, LLC 0.03% Add +293.6% 2,759 $675K
Bull Harbor Capital LLC 0.18% — 2,753 $674K
E. Ohman J:or Asset Management AB 0.02% No change 2,739 $670K
SC US (ttgp), LTD. 0.01% New 2,706 $662K
SteelPeak Wealth, LLC 0.02% New 2,667 $653K
Benjamin Edwards Inc. 0.01% Reduce -3.7% 2,654 $650K
Northwest & Ethical Investments L.P. 0.01% Reduce -10.9% 2,538 $647K
Janney Montgomery Scott LLC 0.00% Add +168.1% 2,560 $627K
Palacios Wealth Management, LLC 0.39% Reduce -10.8% 2,465 $618K
Shay Capital LLC 0.09% Add +138.1% 2,500 $612K
LBMC Investment Advisors, LLC 0.04% No change 2,500 $612K
Snowden Capital Advisors LLC 0.02% Add +12.7% 2,493 $610K
Twin Tree Management, LP 0.13% Reduce -71.4% 2,489 $609K
Independent Financial Group, LLC 0.01% Reduce -20.2% 2,475 $606K
Gotham Asset Management 0.00% Reduce -22.5% 2,391 $585K
Sivia Capital Partners, LLC 0.11% Add +9.7% 2,386 $584K
Waverly Advisors, LLC 0.00% Add +76.5% 2,378 $582K
Nisa Investment Advisors, LLC 0.00% Reduce -45.2% 2,376 $582K
Centaurus Financial, Inc. 0.03% Add +9.5% 2,319 $568K
Capstone Investment Advisors, LLC 0.01% Add +44.7% 2,310 $565K
Natixis 0.00% Add +43.7% 2,289 $560K
North Dakota State Investment Board 0.02% Reduce -18.0% 2,279 $558K
Principal Financial Group Inc. 0.00% Reduce -77.0% 2,279 $558K
Allworth Financial LP 0.00% Add +36.5% 2,257 $553K
Shelton Wealth Management, LLC 0.24% New 2,240 $548K
Lombard Odier Asset Management (Switzerland) SA 0.02% New 2,225 $545K
Commerce Bank 0.00% Add +1.7% 2,221 $544K
Intellectus Partners, LLC 0.11% Reduce -19.9% 2,219 $543K
Intech Investment Management LLC 0.01% Reduce -38.0% 2,184 $535K
Kera Capital Partners, Inc. 0.07% Add +18.3% 2,178 $533K
SBI Securities Co., Ltd. 0.01% Reduce -28.3% 2,151 $527K
Choreo, LLC 0.01% Add +2.8% 2,144 $525K
Cresset Asset Management, LLC 0.00% Add +12.0% 2,118 $518K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 2,075 $508K
Metis Global Partners, LLC 0.01% Reduce -4.3% 2,071 $507K
Perpetual Ltd 0.01% Add +7.6% 2,059 $504K
Pine Valley Investments Ltd Liability Co 0.02% Add +2.5% 2,058 $504K
Waddell & Associates, LLC 0.03% Add +98.4% 2,040 $499K
StepStone Group LP 0.24% New 2,030 $497K
Mission Wealth Management, LP 0.01% Add +4.6% 2,028 $496K
NorthCrest Asset Manangement, LLC 0.02% Add +75.2% 1,948 $493K
MYDA Advisors LLC 0.12% Reduce -83.3% 2,000 $490K
HB Wealth Management, LLC 0.00% Add +77.2% 1,985 $486K
Aft, Forsyth & Company, Inc. 0.23% No change 1,965 $481K
F/m Investments LLC 0.03% Add +69.4% 1,963 $480K
Aaron Wealth Advisors LLC 0.03% Add +21.8% 1,962 $480K
Gsa Capital Partners LLP 0.03% Reduce -14.3% 1,956 $479K
Colonial River Investments, LLC 0.17% Add +55.8% 1,938 $474K
D.A. Davidson & Co. 0.00% Add +42.1% 1,928 $472K
Blue Trust, Inc. 0.01% Add +5.5% 1,922 $470K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.3% 1,909 $467K
Essential Partners LLC 0.16% Reduce -10.0% 1,901 $465K
Polymer Capital Management (US) LLC 0.07% New 1,899 $465K
GC Wealth Management RIA, LLC 0.02% Add +4.6% 1,890 $463K
STRS Ohio 0.00% Reduce -88.7% 1,886 $462K
Evolve Private Wealth, LLC 0.02% Add +31.6% 1,852 $453K
Caxton Associates LLP 0.01% Reduce -64.5% 1,834 $449K
Certuity, LLC 0.03% Add +13.5% 1,829 $448K
Worthington Financial Partners, LLC 0.38% No change 1,825 $447K
Avestar Capital, LLC 0.03% Add +0.3% 1,813 $444K
Ashton Thomas Securities, LLC 0.05% New 1,761 $431K
GraniteShares Advisors LLC 0.31% Reduce -14.2% 1,749 $428K
Meridian Investment Counsel Inc. 0.10% No change 1,742 $426K
EFG International AG 0.01% Add +5078.8% 1,709 $418K
Carnegie Investment Counsel 0.01% No change 1,704 $417K
HM Payson & Co. 0.01% No change 1,674 $410K
Guggenheim Capital LLC 0.00% Reduce -13.1% 1,659 $406K
Vestcor Inc 0.01% No change 1,644 $402K
MetLife Investment Management, LLC 0.00% Reduce -1.3% 1,633 $400K
Bokf, NA 0.01% New 1,618 $396K
Baker Avenue Asset Management, LP 0.01% Add +146.6% 1,603 $392K
Kazazian Asset Management, LLC 0.43% No change 1,600 $392K
UniSuper Management Pty Ltd 0.00% No change 1,600 $392K
Joel Isaacson & Co., LLC 0.01% No change 1,584 $388K
EverSource Wealth Advisors, LLC 0.01% Add +15.6% 1,570 $384K
Westpac Banking Corp. 0.03% Add +28.6% 1,555 $381K
EP Wealth Advisors, LLC 0.00% Add +110.5% 1,541 $377K
Algert Global LLC 0.01% New 1,540 $377K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -13.0% 1,528 $371K
J. Safra Sarasin Holding AG 0.01% Reduce -39.4% 1,497 $366K
Net Worth Advisory Group 0.08% New 1,488 $364K
Pembroke Management, LTD 0.05% Reduce -11.3% 1,483 $363K
Emerald Mutual Fund Advisers Trust 0.02% Add +26.2% 1,463 $358K
Earned Wealth Advisors, LLC 0.02% Add +15.0% 1,452 $355K
Seelaus Asset Management LLC 0.25% New 1,432 $351K
Voleon Capital Management LP 0.01% Add +19.2% 1,429 $350K
Bridgewater Advisors Inc. 0.02% Add +0.2% 1,178 $348K
Principal Securities, Inc. 0.01% Add +43.9% 1,394 $341K
Vise Technologies, Inc. 0.01% No change 807 $339K
Park Avenue Securities LLC 0.00% Reduce -30.6% 1,363 $334K
Brooklyn Investment Group 0.01% Add +28.4% 1,362 $333K
Versant Capital Management, Inc 0.03% Add +3.7% 1,360 $333K
Callan Family Office, LLC 0.01% Reduce -12.2% 1,359 $333K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -94.8% 1,332 $326K
Stephens Inc. 0.00% Add +23.1% 1,329 $325K
Coldstream Capital Management Inc. 0.00% Add +9.3% 1,324 $324K
Banque Pictet & Cie SA 0.00% No change 1,313 $321K
Columbia Bank 0.09% Add +33.2% 1,311 $321K
Signaturefd, LLC 0.00% Add +4.1% 1,310 $321K
TCW Group Inc. 0.00% Add +5.0% 1,298 $318K
Syon Capital LLC 0.02% Add +48.7% 1,295 $317K
MAI Capital Management 0.00% Add +507.5% 1,294 $317K
Inceptionr LLC 0.08% New 1,290 $316K
Princeton Capital Management LLC 0.09% Reduce -8.0% 1,285 $315K
Nomura Asset Management International Inc. 0.00% Reduce -78.8% 1,269 $311K
Palumbo Wealth Management LLC 0.07% Add +25.4% 1,248 $305K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -15.4% 1,243 $304K
Prosperity Consulting Group, LLC 0.01% New 1,235 $302K
DAVENPORT & Co LLC 0.00% Reduce -24.7% 1,235 $302K
Savant Capital, LLC 0.00% Add +55.7% 1,221 $299K
Frank, Rimerman Advisors LLC 0.02% Reduce -0.1% 1,221 $299K
QRG Capital Management, Inc. 0.00% Reduce -15.5% 1,216 $298K
Kestra Advisory Services, LLC 0.00% Reduce -23.3% 1,214 $297K
Teacher Retirement System of Texas 0.00% Reduce -54.9% 1,213 $297K
Clearstead Advisors, LLC 0.00% Add +44.3% 1,192 $292K
Thrivent Financial for Lutherans 0.00% Reduce -33.0% 1,171 $287K
Financial Perspectives, Inc 0.08% No change 1,172 $287K
Oxford Asset Management LLP 0.12% New 1,167 $286K
Ritholtz Wealth Management 0.00% New 1,162 $284K
Siemens Fonds Invest GmbH 0.02% No change 1,142 $280K
Transcend Capital Advisors, LLC 0.02% Add +12.0% 1,132 $277K
Parallel Advisors, LLC 0.00% Add +1.4% 1,113 $273K
Forefront Wealth Partners, LLC 0.11% Add +10.9% 1,112 $272K
Mirabella Financial Services LLP 0.03% Add +80.1% 1,111 $272K
Evoke Wealth, LLC 0.01% Add +102.0% 1,107 $271K
Csenge Advisory Group 0.01% New 1,105 $271K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 1,101 $269K
Values First Advisors, Inc. 0.14% Add +62.5% 1,097 $268K
Moody National Bank Trust Division 0.03% Add +1.0% 1,089 $267K
Bayforest Capital Ltd 0.30% Add +52.3% 1,081 $265K
Meeder Advisory Services, Inc. 0.01% Add +2.0% 1,078 $264K
SeaBridge Investment Advisors LLC 0.04% Add +0.2% 1,070 $262K
Yousif Capital Management, LLC 0.00% Add +2.4% 1,067 $261K
TD Waterhouse Canada Inc. 0.00% Reduce -4.0% 1,042 $259K
World Investment Advisors 0.00% Add +10.5% 1,060 $259K
Jackson Thornton Wealth Management, LLC 0.02% Add +13.0% 1,144 $258K
Marex Group Ltd 0.00% Add +25.1% 1,050 $257K
Cornerstone Select Advisors, LLC 0.16% Reduce -28.9% 1,049 $257K
180 Wealth Advisors, LLC 0.03% Add +47.3% 1,049 $257K
Lido Advisors, LLC 0.00% Reduce -4.2% 1,046 $256K
Moneta Group Investment Advisors LLC 0.00% Reduce -16.0% 1,042 $255K
VestGen Advisors, LLC 0.01% New 825 $255K
Parcion Private Wealth LLC 0.02% Add +51.6% 1,040 $255K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -22.1% 1,037 $254K
Quantum Portfolio Management LLC 0.11% Add +3.5% 1,032 $253K
AlphaGrep UK Ltd 0.07% New 1,031 $252K
Dana Investment Advisors, Inc. 0.01% No change 1,030 $252K
Dara Capital Us, Inc. 0.24% Add +3.5% 1,024 $251K
Dixon Mitchell Investment Counsel Inc. 0.01% No change 1,023 $250K
SYM FINANCIAL Corp 0.02% Add +23.4% 1,017 $249K
Praxis Capital Management LLC 0.57% No change 1,000 $245K
Crewe Advisors LLC 0.02% No change 1,000 $245K
Ascent Group, LLC 0.01% Reduce -16.8% 994 $243K
Crestwood Advisors Group, LLC 0.00% New 976 $239K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +67.9% 974 $238K
Norden Group LLC 0.02% Reduce -6.3% 973 $238K
Savvy Advisors, Inc. 0.01% Add +4.7% 972 $238K
Wedmont Private Capital 0.01% Add +10.2% 942 $236K
Twin Peaks Wealth Advisors, LLC 0.06% Add +0.4% 955 $234K
Beese Fulmer Investment Management, Inc. 0.01% New 947 $232K
Tanager Wealth Management LLP 0.02% Add +0.5% 945 $231K
HighPoint Advisor Group LLC 0.01% Reduce -61.2% 944 $231K
New York Life Investment Management LLC 0.00% Add +14.8% 940 $230K
Citizens Financial Group Inc. 0.00% New 938 $230K
Legacy Wealth Asset Management, LLC 0.06% Add +4.4% 926 $227K
NorthCoast Asset Management LLC 0.01% New 925 $227K
Concurrent Investment Advisors, LLC 0.00% Add +2.5% 910 $223K
Ostrum Asset Management 0.01% Add +89.0% 909 $222K
Allegiance Financial Group Advisory Services LLC 0.04% New 905 $222K
ProShare Advisors LLC 0.00% Add +5.4% 904 $221K
Moran Wealth Management, LLC 0.01% Reduce -7.3% 893 $219K
Crossmark Global Holdings, Inc. 0.00% Add +5.1% 887 $217K
Belpointe Asset Management LLC 0.01% Reduce -64.3% 886 $217K
Numerai GP LLC 0.02% New 885 $217K
Frec Markets, Inc. 0.04% New 879 $215K
Employees Retirement System of Texas 0.00% No change 869 $213K
Ascent Wealth Partners, LLC 0.02% Add +17.4% 863 $211K
Hirtle & Co., LLC 0.01% No change 836 $205K
PCM Encore, LLC 0.04% Add +0.1% 834 $204K
Mgo One Seven LLC 0.00% Add +31.6% 829 $203K
Focus Financial Network, Inc. 0.01% New 827 $202K
Diversify Wealth Management, LLC 0.00% New 783 $202K
Caerus Investment Advisors, LLC 0.08% Add +19.4% 819 $200K
GLOBALT Investments LLC / GA 0.01% Reduce -6.8% 818 $200K
Alphadyne Asset Management LP 0.03% New 803 $197K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -35.7% 802 $196K
Steward Partners Investment Advisory, LLC 0.00% Reduce -73.5% 664 $163K
Los Angeles Capital Management LLC 0.00% Reduce -98.8% 646 $158K
NFSG Corp 0.03% Reduce -47.6% 621 $152K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 558 $136K
Quadrant Capital Group LLC 0.00% Add +5.6% 531 $130K
True Wealth Design, LLC 0.04% Add +26.5% 530 $130K
Arax Advisory Partners 0.00% Add +25.5% 472 $124K
Quent Capital, LLC 0.01% Reduce -7.2% 501 $123K
Smartleaf Asset Management LLC 0.00% Reduce -11.7% 491 $115K
Meeder Asset Management Inc. 0.01% Add +593.6% 437 $107K
V-Square Quantitative Management LLC 0.01% Reduce -17.9% 407 $100K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 380 $86K
Basecamp Wealth Advisors LLC 0.01% Add +14.3% 287 $70K
Larson Financial Group LLC 0.00% Add +13.9% 271 $66K
Ascentis Independent Advisors 0.01% New 271 $66K
GAMMA Investing LLC 0.00% Reduce -2.8% 244 $60K
Lanark Financial, Inc. 0.00% Add +15.2% 242 $59K
Geneos Wealth Management Inc. 0.00% No change 234 $57K
First Horizon Corp. 0.00% Reduce -1.3% 222 $54K
Morse Asset Management, Inc 0.01% Add +1000.0% 220 $54K
CVA Family Office, LLC 0.01% Reduce -8.5% 215 $53K
Harbour Investments, Inc. 0.00% Reduce -29.7% 213 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 205 $50K
TrinityBridge Ltd 0.00% No change 200 $49K
McGuire Capital Advisors Inc. 0.03% No change 200 $49K
SJS Investment Consulting Inc. 0.01% Reduce -2.5% 194 $47K
WPG Advisers, LLC 0.03% Reduce -13.4% 193 $47K
Rossby Financial, LCC 0.01% Add +12.1% 185 $46K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -1.6% 184 $45K
Rakuten Securities, Inc. 0.02% Reduce -77.3% 180 $44K
Wealth Enhancement Trust Services, Inc. 0.01% Add +157.1% 180 $44K
Sankala Group LLC 0.03% No change 173 $41K
Vega Investment Solutions 0.01% No change 164 $40K
MassMutual Private Wealth & Trust, FSB 0.00% Add +24.0% 155 $38K
Parkside Financial Bank & Trust 0.00% Reduce -8.5% 140 $34K
Napier Financial, LLC 0.01% New 140 $34K
Cassaday & Co Wealth Management LLC 0.00% New 140 $34K
Strategic Wealth Partners, Ltd. 0.00% No change 129 $32K
Park Place Capital Corp 0.01% Reduce -6.6% 128 $31K
Westside Investment Management, Inc. 0.00% No change 122 $31K
Abound Wealth Management 0.01% No change 125 $31K
Intentional Wealth Strategies, LLC 0.03% — 123 $30K
S-Bank Fund Management Ltd 0.00% Reduce -3.9% 123 $30K
Murphy & Mullick Capital Management Corp 0.02% Reduce -1.7% 118 $29K
Elequin Capital, LP 0.01% New 117 $29K
Strategic Advocates LLC 0.12% Reduce -13.5% 115 $28K
SouthState Bank Corp 0.00% Reduce -2.7% 109 $27K
Bartlett & Co. Wealth Management LLC 0.00% No change 100 $26K
Truvestments Capital LLC 0.00% No change 101 $25K
2UniFi Bank 0.01% No change 100 $24K
University of Texas/Texas Am Investment Management Co. 0.00% New 99 $24K
Huntington National Bank 0.00% No change 98 $24K
Vanguard National Trust Co 0.00% — 93 $23K
Adirondack Trust Co. 0.01% No change 88 $22K
Tower Research Capital LLC (TRC) 0.00% Add +154.6% 84 $21K
Financial Avengers, Inc. 0.01% No change 80 $20K
Schonfeld Strategic Advisors LLC 0.00% Reduce -99.9% 77 $19K
Gill Capital Partners, LLC 0.01% New 75 $18K
Pittenger & Anderson Inc. 0.00% No change 75 $18K
Atlantic Union Bankshares Corp 0.00% Add +150.0% 75 $18K
Cornerstone Planning Group LLC 0.00% Add +1.5% 67 $18K
Destiny Wealth Partners, LLC 0.00% New 70 $17K
Bessemer Group Inc. 0.00% Add +155.6% 69 $17K
Raiffeisen Bank International AG 0.00% No change 72 $17K
Root Financial Partners, LLC 0.00% Reduce -25.3% 65 $16K
Wealth Preservation Advisors, LLC 0.01% New 59 $14K
Grove Bank & Trust 0.00% Reduce -42.0% 58 $14K
Tidemark, LLC 0.00% No change 56 $14K
Altshuler Shaham Ltd 0.00% Reduce -96.3% 56 $14K
Legacy Bridge, LLC 0.01% No change 55 $13K
CX Institutional 0.00% New 53 $13K
1015 Capital Partners, LLC 0.01% Add +2550.0% 53 $13K
Zions Bancorporation, National Association 0.00% Add +15.6% 52 $13K
International Assets Investment Management, LLC 0.00% Reduce -36.7% 50 $12K
Boreal Capital Management LLC 0.01% No change 50 $12K
Front Row Advisors LLC 0.00% No change 50 $12K
Osbon Capital Management LLC 0.01% No change 50 $12K
Capital Advisors, Ltd. LLC 0.00% Add +6.7% 48 $12K
Medallion Wealth Advisors, LLC 0.00% No change 48 $12K
Covestor Ltd 0.01% Reduce -52.6% 46 $11K
Private Wealth Asset Management, LLC 0.00% No change 42 $10K
Aventura Private Wealth, LLC 0.00% No change 41 $10K
Signature Equity Partners, LLC 0.01% Add +11.1% 40 $10K
Fortitude Family Office, LLC 0.00% Reduce -42.0% 40 $10K
First Pacific Financial 0.00% New 40 $10K
Bruce G. Allen Investments, LLC 0.01% Reduce -17.0% 39 $10K
JPL Wealth Management, LLC 0.00% New 36 $9K
Brown Brothers Harriman & Co. 0.00% Reduce -2.7% 36 $9K
Horizon Financial Services, LLC 0.00% New 35 $9K
LRI Investments, LLC 0.00% Add +17.9% 33 $8K
Salomon & Ludwin, LLC 0.00% No change 32 $8K
Physician Wealth Advisors, Inc. 0.00% Reduce -31.3% 33 $8K
Brown, Lisle/Cummings, Inc. 0.00% New 33 $8K
Whipplewood Advisors, LLC 0.00% New 32 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% New 31 $8K
Aspect Partners, LLC 0.00% Add +34.8% 31 $8K
Tradewinds Capital Management, LLC 0.00% No change 31 $8K
Activest Wealth Management 0.00% Add +72.2% 31 $8K
MV Capital Management, Inc. 0.00% Reduce -28.6% 30 $7K
Main Street Group, LTD 0.00% New 30 $7K
Creative Financial Designs Inc. 0.00% No change 30 $7K
Eastern Bank 0.00% No change 30 $7K
Avion Wealth 0.00% No change 29 $7K
Keating Financial Advisory Services, Inc. 0.00% Reduce -15.2% 28 $7K
Darwin Wealth Management, LLC 0.00% Add +47.4% 28 $7K
Private Trust Co. NA 0.00% Add +285.7% 27 $7K
Arlington Trust Co LLC 0.00% No change 26 $6K
State of Wyoming 0.00% Reduce -36.8% 24 $6K
Bell Investment Advisors, Inc 0.00% Reduce -23.3% 23 $6K
SHP Wealth Management 0.00% Add +46.7% 22 $6K
Noble Wealth Management PBC 0.00% New 22 $5K
Strategic Investment Solutions, Inc. 0.00% No change 22 $5K
Ancora Advisors LLC 0.00% New 21 $5K
Sound Income Strategies, LLC 0.00% Reduce -16.7% 20 $5K
Cornerstone Financial Management LLC 0.00% Add +26.7% 19 $5K
Curio Wealth, LLC 0.00% No change 19 $5K
Lloyd Advisory Services, LLC. 0.00% Reduce -63.3% 18 $4K
Kingdom Financial Group LLC. 0.00% No change 18 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -21.7% 18 $4K
Private Wealth Management Group, LLC 0.00% New 17 $4K
HighMark Wealth Management LLC 0.00% New 16 $4K
Owl Creek Wealth Partners LLC 0.00% — 15 $4K
Mascoma Wealth Management LLC 0.00% No change 15 $4K
Cromwell Holdings LLC 0.00% Add +30.0% 13 $3K
Country Trust Bank 0.00% No change 13 $3K
CoreCap Advisors, LLC 0.00% Reduce -98.5% 13 $3K
Salem Investment Counselors Inc. 0.00% New 11 $3K
First Command Advisory Services, Inc. 0.00% Add +120.0% 11 $3K
Mather Group, Llc. 0.00% New 11 $3K
Evolution Wealth Management Inc. 0.00% New 10 $2K
Sachetta, LLC 0.00% Add +25.0% 10 $2K
Legacy Wealth Managment, LLC 0.00% No change 10 $2K
Berkshire Capital Holdings Inc. 0.00% Reduce -100.0% 10 $2K
Raffa Wealth Management, LLC 0.00% Add +12.5% 9 $2K
Colonial Trust Co / SC 0.00% New 9 $2K
GHP Investment Advisors, Inc. 0.00% Reduce -60.0% 8 $2K
Hughes Financial Services, LLC 0.00% Add +16.7% 7 $2K
Bogart Wealth, LLC 0.00% Reduce -41.7% 7 $2K
RMG Wealth Management LLC 0.00% New 5 $1K
Raleigh Capital Management Inc. 0.00% Reduce -99.2% 6 $1K
Elevation Wealth Partners, LLC 0.00% New 6 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $1K
UMB Bank, n.a. 0.00% Reduce -45.5% 6 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -28.6% 5 $1K
Wolff Wiese Magana LLC 0.00% No change 5 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -16.7% 5 $1K
NBT Bank, N.A. 0.00% New 5 $1K
Johnson Financial Group, Inc. 0.00% No change 5 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 5 $1K
Capital Analysts, LLC 0.00% No change 5 $1K
Harvest Fund Management Co., Ltd 0.00% Reduce -99.9% 4 $1K
American Capital Advisory, LLC 0.00% Add +100.0% 4 $980
Prestige Wealth Management Group LLC 0.00% No change 4 $980
Rialto Wealth Management, LLC 0.00% Reduce -33.3% 4 $980
Caitlin John, LLC 0.00% No change 4 $979
Cheviot Value Management, LLC 0.00% No change 4 $979
PayPay Securities Corp 0.03% No change 3 $753
TFC Financial Management, Inc. 0.00% No change 3 $735
Wall Street Financial Group, Inc. 0.00% New 3 $734
Vermillion Wealth Management, Inc. 0.00% New 3 $734
Atlas Capital Advisors Inc. 0.00% No change 3 $734
Trust Co 0.00% No change 3 $734
Sunbelt Securities, Inc. 0.00% Reduce -75.0% 3 $734
Prosperity Bancshares Inc 0.00% No change 2 $490
Retirement Wealth Solutions LLC 0.00% New 2 $490
Copia Wealth Management 0.00% No change 2 $490
Sunrise Financial Services, LLC 0.00% New 2 $490
HFM Investment Advisors, LLC 0.00% Reduce -60.0% 2 $490
DecisionPoint Financial, LLC 0.00% No change 2 $490
Bare Financial Services, Inc 0.00% Reduce -33.3% 2 $490
North Star Investment Management Corp. 0.00% Reduce -81.8% 2 $490
AdvisorNet Financial, Inc 0.00% No change 2 $490
Horizon Investments, LLC 0.00% Add +100.0% 2 $490
Bay Harbor Wealth Management, LLC 0.00% Reduce -60.0% 2 $489
Davis Capital Management 0.00% No change 1 $245
Atlantic Private Wealth, LLC 0.00% No change 1 $245
Seneschal Advisors, LLC 0.00% No change 1 $245
TopTier Wealth Management, LLC 0.00% New 1 $245
Quaker Wealth Management, LLC 0.00% Reduce -50.0% 1 $245
Addison Advisors LLC 0.00% Reduce -75.0% 1 $245
Rachor Investment Advisory Services, LLC 0.00% Reduce -97.3% 1 $245
Highline Wealth Partners LLC 0.00% No change 1 $245
Kilter Group LLC 0.00% No change 1 $245
Cullen/Frost Bankers, Inc. 0.00% Reduce -99.4% 1 $245
Robinswood Financial LLC 0.00% New 1 $244
IMA Advisory Services, Inc. 0.00% No change 1 $244

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