ModernaMRNA

13F holders, Q1 2025 (March 31)
695holders −52
76new positions
128sold out
8famous investors
$28.35avg. 13F price*

At the end of Q1 2025, 695 institutions reported holding Moderna Inc. (MRNA) in their 13F filings, down 52 from Q4 2024. 76 opened new positions and 128 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($770.6M) and Baillie Gifford & Co. ($707.3M). 8 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

Company
Moderna Inc.
Sector
Health Care
CUSIP
60770K107
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 901Q1 2024Q2 2024: 955Q2 2024Q3 2024: 790Q3 2024Q4 2024: 747Q4 2024Q1 2025: 695Q1 2025Q2 2025: 676Q2 2025Q3 2025: 645Q3 2025Q4 2025: 676Q4 2025Q1 2026: 727Q1 2026Q2 2026: 783Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions76$164.0M
Exits128$178.8M

All 13F filers, Q4 2024 → Q1 2025: 38,106,310 shares bought and 33,239,309 shares sold, net +4,867,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 695 holders

Vanguard Group Inc. 0.02% Add +0.2% 40,396,513 $1.1B
BlackRock, Inc. 0.02% Add +5.4% 27,181,154 $770.6M
Baillie Gifford & Co. 0.62% Reduce -35.9% 24,948,558 $707.3M
FMR LLC 0.04% Add +13.2% 21,130,029 $599.0M
State Street Corp. 0.02% Add +1.1% 17,778,558 $504.0M
Morgan Stanley 0.02% Add +75.1% 7,438,405 $210.9M
Geode Capital Management, LLC 0.02% Add +3.0% 7,456,590 $210.7M
Theleme Partners LLP 16.14% Reduce -0.9% 7,242,390 $205.3M
UBS Group AG 0.04% Add +25.7% 6,377,537 $180.8M
Invesco Ltd. 0.03% Add +17.5% 5,883,624 $166.8M
D. E. Shaw & Co. 0.20% Add +218.7% 5,636,151 $159.8M
Flagship Pioneering, LLC 55.70% No change 4,632,149 $131.3M
Two Sigma Investments, LP 0.29% Add +570.8% 4,454,103 $126.3M
Two Sigma Advisers, LP 0.24% Add +3572.6% 3,808,500 $108.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +0.3% 3,597,236 $102.0M
Jane Street Group, LLC 0.18% Reduce -0.8% 3,588,037 $101.7M
Voloridge Investment Management, LLC 0.34% Add +25.9% 3,260,546 $92.4M
Goldman Sachs Group Inc. 0.02% Reduce -2.6% 3,215,096 $91.1M
Banque Pictet & Cie SA 0.95% No change 3,132,974 $88.8M
Northern Trust Corp. 0.01% Add +5.4% 3,119,626 $88.4M
Wellington Management Group LLP 0.02% Reduce -26.0% 2,895,555 $82.1M
Norges Bank 0.01% Reduce -30.5% 2,738,540 $77.6M
Charles Schwab Investment Management Inc. 0.01% Add +12.2% 2,629,865 $74.6M
Citigroup Inc. 0.05% Add +48.4% 2,508,932 $71.1M
Merck & Co., Inc. 39.83% No change 2,308,190 $65.4M
Legal & General Group Plc 0.02% Add +5.3% 2,271,623 $64.4M
Bank of New York Mellon Corp 0.01% Add +1.8% 1,918,248 $54.4M
Citadel Advisors 0.05% Add +128.1% 1,760,285 $49.9M
Deutsche Bank AG 0.02% Reduce -8.3% 1,737,365 $49.3M
Dimensional Fund Advisors LP 0.01% Reduce -8.3% 1,531,030 $43.5M
Bellevue Group AG 0.96% Reduce -5.2% 1,518,122 $43.0M
BNP Paribas Financial Markets 0.03% Add +17.0% 1,448,074 $41.1M
Barclays PLC 0.02% Add +19.1% 1,423,777 $40.4M
Renaissance Technologies 0.06% Add +34.6% 1,360,100 $38.6M
Susquehanna International Group, LLP 0.06% Reduce -42.1% 1,228,711 $34.8M
Amundi 0.01% Add +10.7% 1,335,290 $34.4M
National Bank of Canada 0.03% Add +506.3% 1,025,111 $29.1M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 1.73% New 1,000,000 $28.4M
Jacobs Levy Equity Management, Inc. 0.11% New 998,503 $28.3M
Bank of America Corp. 0.00% Add +29.4% 965,335 $27.4M
Royal Bank of Canada 0.01% Add +21.1% 949,090 $26.9M
Swiss National Bank 0.02% Reduce -0.1% 922,500 $26.2M
First Trust Advisors LP 0.02% Add +36.9% 914,769 $25.9M
Jump Financial, LLC 0.39% Add +5590.0% 902,427 $25.6M
Letko, Brosseau & Associates Inc. 0.54% Reduce -2.9% 896,425 $25.4M
Douglas Lane & Associates, LLC 0.36% Add +12.9% 873,517 $24.8M
JPMorgan Chase & Co. 0.00% Add +64.2% 859,056 $24.4M
GMO 0.07% Add +39.3% 763,253 $21.6M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -0.5% 751,804 $21.3M
Sessa Capital IM, L.P. 0.87% New 743,081 $21.1M
Pictet Asset Management Holding SA 0.02% Reduce -61.5% 679,748 $20.8M
Squarepoint Ops LLC 0.05% Reduce -18.7% 726,242 $20.6M
Nuveen, LLC 0.01% — 688,196 $19.5M
LPL Financial LLC 0.01% Add +83.8% 676,212 $19.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +28.8% 659,250 $18.7M
TB Alternative Assets Ltd. 4.30% New 652,373 $18.5M
T. Rowe Price Associates Inc. 0.00% Reduce -40.1% 642,948 $18.2M
HSBC Holdings PLC 0.01% Reduce -3.0% 632,671 $17.9M
Federated Hermes, Inc. 0.04% Add +152061.1% 617,774 $17.5M
Rhumbline Advisers 0.02% Add +13.8% 597,467 $16.9M
Bank Pictet & Cie (Europe) AG 0.36% No change 529,686 $15.0M
Montanova Capital, LLC 0.59% New 517,163 $14.7M
Capital Fund Management S.A. 0.18% Reduce -63.4% 502,077 $14.2M
California State Teachers Retirement System 0.02% Reduce -0.9% 496,168 $14.1M
IMC-Chicago, LLC 0.54% New 492,257 $14.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +4.1% 452,713 $12.8M
Susquehanna Fundamental Investments, LLC 0.21% Add +15.5% 445,478 $12.6M
Group One Trading LLC 0.52% Add +76.4% 444,438 $12.6M
Leonteq Securities AG 0.94% Add +135.5% 436,571 $12.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -88.3% 390,266 $11.1M
Lingotto Investment Management LLP 0.28% No change 373,095 $10.6M
Principal Financial Group Inc. 0.01% Reduce -0.5% 371,621 $10.5M
California Public Employees Retirement System 0.01% Reduce -5.2% 371,536 $10.5M
Canada Pension Plan Investment Board 0.01% Reduce -19.0% 368,272 $10.4M
Twin Tree Management, LP 0.23% New 366,474 $10.4M
New York State Common Retirement Fund 0.02% Reduce -8.4% 364,767 $10.3M
Alliancebernstein L.P. 0.00% Add +6.7% 353,768 $10.0M
Rafferty Asset Management, LLC 0.04% Reduce -2.0% 348,859 $9.9M
Walleye Trading LLC 0.28% Add +218.8% 342,297 $9.7M
State Board of Administration of Florida Retirement System 0.02% No change 330,886 $9.4M
Credit Agricole S A 0.03% Reduce -5.2% 324,710 $9.2M
Tudor Investment Corporation 0.08% Reduce -10.6% 316,392 $9.0M
Walleye Capital LLC 0.11% Add +311.7% 310,223 $8.8M
Tang Capital Management LLC 0.48% Add +1.8% 305,300 $8.7M
Van Eck Associates Corp. 0.01% Add +11.8% 294,585 $8.4M
Bank of Montreal 0.00% Reduce -12.8% 290,037 $8.2M
Candriam S.C.A. 0.05% Reduce -54.0% 281,946 $8.0M
New York State Teachers Retirement System 0.02% Reduce -5.4% 265,985 $7.5M
PEAK6 LLC 0.29% Add +73.7% 265,250 $7.5M
Vontobel Holding Ltd. 0.03% Add +1.3% 261,706 $7.4M
Cwm, LLC 0.03% Add +12.4% 260,999 $7.4M
Jefferies Financial Group Inc. 0.13% Add +207.3% 245,616 $7.0M
Woodline Partners LP 0.04% Add +71.4% 244,332 $6.9M
South Dakota Investment Council 0.14% Reduce -19.8% 240,030 $6.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -61.8% 236,752 $6.7M
Aviva PLC 0.02% Add +13.9% 225,760 $6.4M
Casdin Capital, LLC 0.52% Add +28.6% 225,000 $6.4M
PDT Partners, LLC 0.44% Add +3146.8% 218,995 $6.2M
Prudential Financial Inc. 0.01% Reduce -0.5% 180,229 $6.2M
DekaBank Deutsche Girozentrale 0.01% Add +0.7% 221,718 $6.1M
CANADA LIFE ASSURANCE Co 0.01% Add +1.9% 210,380 $6.0M
APG Asset Management N.V. 0.02% Reduce -4.3% 218,000 $5.7M
Ameriprise Financial Inc. 0.00% Reduce -14.9% 200,243 $5.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -41.1% 192,306 $5.5M
Simplex Trading, LLC 0.19% Add +83.5% 191,230 $5.4M
State of Wisconsin Investment Board 0.01% Add +2.7% 188,860 $5.4M
Teachers Retirement System of the State of Kentucky 0.05% Add +0.6% 184,652 $5.2M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.1% 177,607 $5.0M
Quadrature Capital Ltd 0.11% New 176,656 $5.0M
Korea Investment CORP 0.01% Add +8.4% 167,547 $4.7M
Acadian Asset Management LLC 0.01% Add +313.2% 167,499 $4.7M
AXA S.A. 0.02% Reduce -1.3% 167,024 $4.7M
Fiduciary Trust Co 0.06% Add +0.3% 162,415 $4.6M
Russell Investments Group, Ltd. 0.01% Reduce -6.2% 159,663 $4.6M
Royal London Asset Management Ltd. 0.01% Reduce -0.2% 160,267 $4.5M
Handelsbanken Fonder AB 0.02% Reduce -1.1% 155,247 $4.4M
Lido Advisors, LLC 0.03% Add +14.8% 154,388 $4.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -54.4% 153,922 $4.4M
Washington University 3.84% No change 150,000 $4.3M
Banco Santander, S.A. 0.05% Add +40.9% 149,107 $4.2M
Millennium Management 0.00% Reduce -86.8% 148,794 $4.2M
Treasurer of the State of North Carolina 0.02% Reduce -28.5% 147,904 $4.2M
Liontrust Investment Partners LLP 0.06% Reduce -5.9% 141,339 $4.0M
Voya Investment Management LLC 0.01% Reduce -9.7% 135,307 $3.8M
Public Employees Retirement System of Ohio 0.01% Reduce -3.2% 132,900 $3.8M
Asset Management One Co., Ltd. 0.01% Add +5.9% 130,325 $3.7M
Marex Group Ltd 0.07% Add +49.5% 129,900 $3.7M
Compagnie Lombard Odier SCmA 0.04% Add +7.4% 129,191 $3.7M
Danske Bank A/S 0.01% Reduce -12.6% 126,799 $3.6M
TD Asset Management Inc 0.00% Reduce -6.6% 126,269 $3.6M
Toronto Dominion Bank 0.01% Reduce -28.2% 124,926 $3.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +66.3% 121,727 $3.5M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -7.3% 115,100 $3.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.6% 114,822 $3.3M
Verition Fund Management LLC 0.02% Add +4.3% 114,068 $3.2M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -48.5% 111,091 $3.1M
KLP Kapitalforvaltning As 0.01% No change 106,800 $3.0M
Nomura Asset Management Co. Ltd. 0.01% Add +6.6% 106,783 $3.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +7.4% 105,523 $3.0M
Victory Capital Management Inc. 0.00% Reduce -9.1% 105,428 $3.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.1% 103,154 $3.0M
Resona Asset Management Co.,Ltd. 0.02% Add +8.4% 102,686 $3.0M
Raymond James Financial Inc. 0.00% Reduce -49.3% 103,497 $2.9M
Edgestream Partners, L.P. 0.09% Add +270.8% 97,961 $2.8M
FORA Capital, LLC 0.28% Add +31.7% 97,072 $2.8M
Ensign Peak Advisors, Inc 0.01% Add +39.5% 94,615 $2.7M
Arizona State Retirement System 0.02% Reduce -0.3% 94,561 $2.7M
Cantor Fitzgerald, L. P. 0.10% Add +455.0% 94,136 $2.7M
State of Michigan Retirement System 0.01% Reduce -0.1% 91,841 $2.6M
Creative Planning 0.00% Reduce -1.4% 90,074 $2.6M
Teacher Retirement System of Texas 0.01% Reduce -11.7% 89,496 $2.5M
Commonwealth Equity Services, LLC 0.00% Add +19.8% 89,258 $2.5M
MetLife Investment Management, LLC 0.01% Reduce -1.9% 87,673 $2.5M
Wells Fargo & Company 0.00% Reduce -83.2% 84,860 $2.4M
Corebridge Financial, Inc. 0.01% Reduce -3.4% 83,776 $2.4M
Macquarie Group Ltd. 0.00% Add +68.3% 83,427 $2.4M
Quantinno Capital Management LP 0.02% Add +16.9% 83,349 $2.4M
H&H International Investment 0.02% Reduce -49.1% 83,000 $2.4M
Aberdeen Group plc 0.00% Reduce -74.7% 80,017 $2.3M
China Universal Asset Management Co., Ltd. 0.21% Reduce -5.1% 78,191 $2.2M
Czech National Bank 0.02% Add +5.9% 77,780 $2.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.5% 77,443 $2.2M
Rockefeller Capital Management L.P. 0.01% Add +11.6% 75,596 $2.1M
Privium Fund Management B.V. 0.56% Reduce -8.4% 75,576 $2.1M
Alberta Investment Management Corp 0.02% No change 74,290 $2.1M
USS Investment Management Ltd 0.02% No change 73,697 $2.1M
Retirement Systems of Alabama 0.01% Reduce -0.8% 72,769 $2.1M
STRS Ohio 0.01% Reduce -1.2% 72,280 $2.0M
ProShare Advisors LLC 0.00% Add +2.3% 71,885 $2.0M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -3.5% 71,510 $2.0M
SG Americas Securities, LLC 0.01% Reduce -35.0% 71,395 $2.0M
Plustick Management LLC 1.47% New 70,000 $2.0M
DC Investments Management, LLC 1.00% New 68,624 $1.9M
Man Group plc 0.01% New 68,366 $1.9M
Sei Investments Co. 0.00% Add +10.4% 68,310 $1.9M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 66,455 $1.9M
Profund Advisors LLC 0.08% Add +5.6% 65,742 $1.9M
Comerica Bank 0.01% Add +79.7% 65,431 $1.9M
Amalgamated Bank 0.02% Add +0.3% 65,050 $1.8M
Forsta Ap-Fonden 0.01% Reduce -6.8% 64,700 $1.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -0.0% 62,538 $1.8M
Neuberger Berman Group LLC 0.00% Add +39.0% 61,666 $1.7M
Mirabaud & Cie SA 0.60% Add +6.1% 61,542 $1.7M
DNB Asset Management AS 0.01% Add +5.4% 60,875 $1.7M
Generali Asset Management SPA SGR 0.04% New 59,895 $1.7M
IFM Investors Pty Ltd 0.02% Reduce -1.8% 59,798 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +13.6% 52,028 $1.6M
UniSuper Management Pty Ltd 0.01% Add +9.6% 55,856 $1.6M
Guggenheim Capital LLC 0.01% Add +2.6% 55,028 $1.6M
Allianz Asset Management GmbH 0.00% Reduce -44.2% 54,512 $1.5M
Abc Arbitrage SA 0.29% New 54,198 $1.5M
Utah Retirement Systems 0.02% No change 53,282 $1.5M
New York Life Investment Management LLC 0.02% Add +0.1% 53,098 $1.5M
CIBC Asset Management Inc 0.00% Reduce -1.1% 52,338 $1.5M
Engineers Gate Manager LP 0.02% New 52,111 $1.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -13.1% 51,930 $1.5M
Moloney Securities Asset Management, LLC 0.19% Add +933.2% 50,150 $1.4M
Cetera Investment Advisers 0.00% Add +20.7% 49,215 $1.4M
Daiwa Securities Group Inc. 0.01% Reduce -5.8% 48,290 $1.4M
Public Sector Pension Investment Board 0.01% Add +8.0% 47,823 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% No change 46,882 $1.3M
American Century Companies Inc. 0.00% Add +4.1% 46,449 $1.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Add +73.5% 40,772 $1.3M
J.P. Marvel Investment Advisors, LLC 0.23% No change 45,942 $1.3M
Xponance LLC 0.01% Add +1.4% 45,412 $1.3M
Financial Gravity Asset Management, Inc. 0.28% — 45,064 $1.3M
Tobam 0.54% Add +75.2% 44,753 $1.3M
KBC Group NV 0.00% Add +2.4% 44,461 $1.3M
Osaic Holdings, Inc. 0.00% Add +39.8% 43,644 $1.2M
Meitav Investment House Ltd. 0.02% Add +0.8% 43,210 $1.2M
Janus Henderson Group PLC 0.00% Add +4.1% 39,228 $1.2M
Voleon Capital Management LP 0.09% New 42,507 $1.2M
Capstone Investment Advisors, LLC 0.01% Reduce -17.7% 42,073 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -0.5% 41,968 $1.2M
AIA Group Ltd 0.03% Reduce -11.9% 41,954 $1.2M
Vanguard Personalized Indexing Management, LLC 0.02% Add +34.1% 41,494 $1.2M
Nissay Asset Management Corp. /Japan 0.01% Add +1.4% 40,639 $1.2M
HighTower Advisors, LLC 0.00% Add +23.8% 40,539 $1.1M
Cibc World Markets Corp. 0.01% Reduce -23.8% 40,321 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -9.7% 39,649 $1.1M
State of Tennessee, Department of Treasury 0.00% Reduce -58.7% 39,554 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -2.9% 39,324 $1.1M
Employees Retirement System of Texas 0.01% No change 38,329 $1.1M
Cibc World Market Inc. 0.00% Reduce -28.9% 38,003 $1.1M
E Fund Management Co., Ltd. 0.05% Add +24.0% 37,945 $1.1M
PNC Financial Services Group, Inc. 0.00% Add +39.7% 37,887 $1.1M
SIH Partners, LLLP 0.09% New 36,846 $1.0M
Intrinsic Value Partners, LLC 1.01% Reduce -0.1% 36,211 $1.0M
Hudson Bay Capital Management LP 0.01% Reduce -92.8% 35,980 $1.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +0.3% 34,963 $991K
Collar Capital Management, LLC 0.89% Add +60.6% 34,685 $983K
Banque Transatlantique SA 0.03% Reduce -50.9% 34,205 $968K
Ilex Capital Partners (UK) LLP 0.04% New 34,147 $968K
Nisa Investment Advisors, LLC 0.00% Add +166.9% 34,108 $967K
Himension Capital (singapore) Pte. LTD. 0.08% Add +6.8% 33,762 $957K
Public Employees Retirement Association of Colorado 0.00% No change 33,734 $956K
Jones Financial Companies LLLP 0.00% Add +106.8% 30,696 $955K
Rakuten Investment Management, Inc. 0.00% — 30,633 $953K
OP Asset Management Ltd 0.02% — 33,622 $953K
Bryce Point Capital, LLC 0.71% New 28,268 $944K
Schroder Investment Management Group 0.00% Reduce -6.1% 30,136 $938K
Avanza Fonder AB 0.03% No change 33,504 $929K
XTX Topco Ltd 0.05% Add +566.0% 32,049 $909K
Quantessence Capital LLC 0.23% Reduce -28.5% 31,821 $902K
Federation des caisses Desjardins du Quebec 0.00% Add +0.5% 31,511 $893K
Mackenzie Financial Corp. 0.00% Add +14.3% 31,441 $891K
Franklin Resources Inc. 0.00% Add +3.9% 31,316 $888K
Wealthfront Advisers LLC 0.00% Add +143.3% 31,018 $879K
Nomura Holdings Inc. 0.00% Add +107.0% 30,826 $874K
Robeco Institutional Asset Management B.V. 0.00% Reduce -3.9% 30,753 $872K
Exchange Traded Concepts, LLC 0.02% Add +17.4% 30,693 $870K
MN Wealth Advisors, LLC 0.51% Add +0.8% 30,318 $860K
Oregon Public Employees Retirement Fund 0.02% Add +0.4% 29,111 $825K
Green Alpha Advisors, LLC 0.87% Add +69.7% 28,674 $813K
Mariner, LLC 0.00% Add +65.6% 28,369 $806K
Quinn Opportunity Partners LLC 0.06% Add +69.7% 28,000 $794K
BDF-Gestion 0.09% New 27,611 $783K
Freestone Capital Holdings, LLC 0.03% New 28,886 $782K
Mizuho Securities USA LLC 0.02% Reduce -15.5% 27,115 $769K
Storebrand Asset Management As 0.00% Reduce -38.6% 26,930 $763K
Rakuten Securities, Inc. 0.37% Add +248.8% 26,160 $742K
Northwestern Mutual Wealth Management Co. 0.00% Add +27.7% 25,648 $727K
Swiss Life Asset Management Ltd 0.01% Add +20.9% 25,566 $725K
Quattro Financial Advisors LLC 0.24% Reduce -70.5% 25,000 $709K
Nordea Investment Management AB 0.00% Add +0.4% 24,982 $678K
Union Bancaire Privee, UBP SA 0.01% Reduce -42.1% 22,015 $674K
Focus Partners Wealth 0.00% Add +50.9% 23,547 $668K
180 Wealth Advisors, LLC 0.11% Add +25.5% 23,286 $660K
Stifel Financial Corp. 0.00% Add +5.7% 22,883 $649K
Northwest & Ethical Investments L.P. 0.02% Reduce -48.3% 22,462 $637K
Schonfeld Strategic Advisors LLC 0.00% Reduce -67.2% 22,250 $631K
Kentucky Retirement Systems 0.02% Reduce -5.1% 22,064 $626K
Corient Private Wealth LP 0.00% Add +18.9% 22,046 $625K
GTS Securities LLC 0.03% New 21,737 $616K
Eisler Capital Management Ltd. 0.02% Add +173.0% 21,691 $615K
ASR Vermogensbeheer N.V. 0.01% — 21,647 $614K
Neumann Advisory Hong Kong Ltd 0.26% No change 21,285 $603K
Mangrove Partners Im, LLC 0.07% New 21,034 $596K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.0% 20,880 $592K
Hartford Investment Management Co. 0.02% Reduce -1.0% 20,749 $588K
Moors & Cabot, Inc. 0.03% Reduce -64.0% 20,287 $575K
NEOS Investment Management LLC 0.01% Reduce -22.2% 20,049 $568K
Aristides Capital LLC 0.21% New 20,000 $567K
Quantitative Investment Management, LLC 0.05% Reduce -18.7% 19,883 $563K
Swedbank AB 0.00% Reduce -79.1% 19,802 $561K
SBI Securities Co., Ltd. 0.02% Add +8.3% 19,561 $555K
Gulf International Bank (UK) Ltd 0.02% Reduce -23.9% 19,303 $547K
M&T Bank Corp 0.00% Add +7.0% 19,008 $539K
Altshuler Shaham Ltd 0.01% No change 18,800 $533K
Cresset Asset Management, LLC 0.00% New 18,420 $522K
Pathstone Holdings, LLC 0.00% Add +42.6% 18,398 $522K
Louisiana State Employees Retirement System 0.01% No change 18,200 $516K
Envestnet Asset Management Inc. 0.00% Reduce -40.3% 18,102 $513K
Securian Asset Management, Inc. 0.02% Reduce -1.9% 17,846 $506K
Natixis Advisors, LLC 0.00% Add +70.7% 17,761 $504K
Pacer Advisors, Inc. 0.00% Reduce -35.4% 17,303 $491K
D.A. Davidson & Co. 0.00% Add +0.6% 16,826 $477K
ExodusPoint Capital Management, LP 0.01% Reduce -80.9% 16,771 $475K
Praxis Investment Management Inc. 0.03% Add +110.5% 16,710 $474K
Tower Research Capital LLC (TRC) 0.01% Reduce -79.9% 12,047 $473K
Norinchukin Bank, The 0.01% Add +14.4% 16,665 $472K
Assenagon Asset Management S.A. 0.00% Add +11.0% 16,623 $471K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +1.0% 16,572 $470K
Provident Co of the Employees of the Hebrew University LTD 0.54% Add +2.2% 16,463 $466K
Aufman Associates Inc 0.32% Add +34.4% 14,874 $463K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +9.1% 16,256 $461K
New Mexico Educational Retirement Board 0.02% Reduce -1.9% 15,800 $448K
Humankind Investments LLC 0.11% Add +8.2% 15,606 $442K
Old Port Advisors 0.13% Add +23.5% 15,534 $440K
Pinebridge Investments, L.P. 0.00% Reduce -2.2% 15,308 $434K
Blue Sky Capital Consultants Group, Inc. 0.28% Add +3.8% 15,119 $429K
Maryland State Retirement & Pension System 0.01% Reduce -12.4% 15,107 $428K
Alpha Wealth Funds, LLC 0.46% New 15,000 $425K
John G Ullman & Associates Inc. 0.07% Add +45.1% 14,950 $424K
BLI - Banque de Luxembourg Investments 0.01% Reduce -9.3% 13,600 $422K
Allspring Global Investments Holdings, LLC 0.00% Add +0.1% 15,380 $418K
AQR Capital Management 0.00% New 15,253 $415K
Eastern Bank 0.01% No change 14,578 $413K
Banque Cantonale Vaudoise 0.02% — 14,589 $413K
Ethic Inc. 0.01% Reduce -21.4% 15,198 $413K
Probity Advisors, Inc. 0.08% Add +35.1% 14,515 $412K
Allstate Corp. 0.01% Add +51.9% 14,448 $410K
Metis Global Partners, LLC 0.01% Reduce -28.2% 14,420 $409K
Tokio Marine Asset Management Co. Ltd. 0.01% Add +14.9% 14,358 $407K
Fifth Third Bancorp 0.00% Add +94.9% 14,150 $401K
Arkadios Wealth Advisors 0.02% Add +15.3% 14,144 $401K
E. Ohman J:or Asset Management AB 0.01% No change 14,100 $400K
Brown Advisory Inc. 0.00% Add +92.2% 14,080 $399K
Janney Montgomery Scott LLC 0.00% Add +37.1% 13,825 $392K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.4% 13,722 $389K
Diversified Trust Co. 0.01% New 13,644 $387K
Sanctuary Advisors, LLC 0.00% Reduce -35.0% 13,631 $386K
Parallax Volatility Advisers, L.P. 0.01% Reduce -82.5% 13,513 $383K
OMERS ADMINISTRATION Corp 0.00% No change 13,458 $382K
Thrivent Financial for Lutherans 0.00% Reduce -48.0% 13,273 $376K
Freedom Investment Management, Inc. 0.03% Add +56.4% 12,622 $358K
Blackstone Inc. 0.00% No change 12,613 $358K
Bank of Nova Scotia 0.00% Reduce -69.4% 12,502 $354K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.8% 12,378 $351K
Commerzbank Aktiengesellschaft 0.01% No change 12,261 $348K
Graham Capital Management, L.P. 0.02% New 12,236 $347K
Fox Run Management, L.L.C. 0.05% New 11,969 $339K
Groupe la Francaise 0.01% Reduce -63.1% 10,005 $338K
Ossiam 0.00% Reduce -19.1% 11,795 $334K
Bessemer Group Inc. 0.00% Add +133.9% 11,604 $329K
NewEdge Advisors, LLC 0.00% Add +732.7% 11,575 $328K
LMR Partners LLP 0.01% New 11,400 $323K
Cohen Capital Management, Inc. 0.05% No change 10,938 $310K
Private Advisor Group, LLC 0.00% Reduce -54.9% 10,806 $306K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.2% 10,771 $305K
US Bancorp \de 0.00% Reduce -37.2% 10,659 $302K
LVW Advisors, LLC 0.04% New 10,500 $298K
GF Fund Management Co. LTD. 0.01% Add +16.0% 10,386 $294K
Oppenheimer & Co. Inc. 0.00% Add +2.6% 10,219 $290K
Blair William & Co. 0.00% Reduce -60.7% 10,200 $289K
New Insight Wealth Advisors 0.13% Add +17.3% 10,023 $284K
Shelton Capital Management 0.01% Reduce -17.1% 9,672 $274K
Rathbones Group PLC 0.00% Add +4.0% 9,595 $272K
MML Investors Services, LLC 0.00% Reduce -73.0% 9,605 $272K
Apollon Wealth Management, LLC 0.01% Add +47.8% 9,549 $271K
MBB Public Markets I LLC 0.03% New 9,545 $271K
Brandywine Managers, LLC 0.32% No change 9,510 $270K
Kentucky Retirement Systems Insurance Trust Fund 0.02% New 9,398 $266K
Investment Management Corp of Ontario 0.01% Reduce -62.2% 9,268 $263K
World Investment Advisors 0.01% Add +30.5% 9,262 $263K
Willner & Heller, LLC 0.24% Add +31.6% 9,235 $262K
Empirical Finance, LLC 0.02% Add +7.3% 9,215 $261K
CreativeOne Wealth, LLC 0.01% New 8,781 $249K
Capital Counsel LLC 0.01% Reduce -0.1% 8,727 $247K
OneDigital Investment Advisors LLC 0.00% Add +9.9% 8,696 $247K
Tidal Investments LLC 0.00% Reduce -95.4% 8,481 $240K
Virtus Investment Advisers, LLC 0.07% New 8,385 $238K
Grey Ledge Advisors, LLC 0.06% Reduce -19.3% 8,310 $236K
EntryPoint Capital, LLC 0.11% New 8,279 $235K
QRG Capital Management, Inc. 0.00% Add +16.1% 8,274 $235K
Fortis Capital Advisors, LLC 0.05% New 8,193 $232K
Belpointe Asset Management LLC 0.01% New 8,193 $232K
CI Investments Inc. 0.00% Reduce -29.0% 8,155 $231K
United Capital Financial Advisors, LLC 0.00% Reduce -10.1% 8,141 $231K
United Services Automobile Association 0.01% New 7,398 $230K
Townsquare Capital LLC 0.00% Add +34.4% 8,118 $230K
Avantax Advisory Services, Inc. 0.00% Reduce -30.4% 8,087 $229K
Atria Wealth Solutions, Inc. 0.00% Add +2.7% 8,006 $227K
HB Wealth Management, LLC 0.00% New 7,943 $225K
GAMMA Investing LLC 0.02% Add +149.8% 7,926 $225K
Mercer Global Advisors Inc. 0.00% Add +5.0% 7,765 $220K
CMT Capital Markets Trading GmbH 0.09% Reduce -60.9% 7,721 $219K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -49.6% 7,688 $218K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +38.4% 7,529 $213K
V-Square Quantitative Management LLC 0.03% Reduce -3.7% 7,507 $213K
LPF Advisors LLC 0.17% New 7,423 $210K
Patten & Patten Inc. 0.01% Reduce -1.4% 7,400 $210K
Great Valley Advisor Group, Inc. 0.00% Add +2.0% 7,334 $208K
Caitong International Asset Management Co., Ltd 0.14% Add +215.1% 6,690 $190K
Kestra Advisory Services, LLC 0.00% Reduce -35.0% 6,573 $186K
Vestcor Inc 0.01% Reduce -0.1% 6,565 $186K
B. Riley Wealth Advisors, Inc. 0.01% Add +5.4% 6,493 $184K
Advisory Services Network, LLC 0.00% Reduce -67.8% 6,312 $179K
Centaurus Financial, Inc. 0.01% Reduce -1.2% 6,212 $176K
Knuff & Co LLC 0.06% Add +58.4% 6,140 $174K
PKO Investment Management Joint-Stock Co 0.02% No change 6,000 $170K
Mufg Securities Americas Inc. 0.02% Add +19.9% 5,994 $170K
CIBC Private Wealth Group LLC 0.00% Reduce -4.5% 6,726 $166K
EMC Capital Management 0.10% Add +380.0% 6,000 $165K
XY Capital Ltd 0.11% Add +1996.4% 5,807 $165K
Sectoral Asset Management Inc. 0.12% Add +28.7% 5,600 $159K
Spire Wealth Management 0.00% Reduce -76.7% 5,417 $154K
Generali Investments CEE, investicni spolecnost, a.s. 0.01% No change 5,300 $150K
Coldstream Capital Management Inc. 0.00% Add +3.3% 5,214 $148K
Advisors Asset Management, Inc. 0.00% Reduce -4.5% 5,050 $143K
Horizon Investments, LLC 0.00% Add +6.8% 4,997 $142K
Signaturefd, LLC 0.00% Add +36.9% 4,954 $140K
WASHINGTON TRUST Co 0.01% Reduce -6.1% 4,628 $131K
AlphaQuest LLC 0.01% Add +127.8% 4,585 $130K
Parallel Advisors, LLC 0.00% Add +11.4% 4,403 $125K
Quadrant Capital Group LLC 0.00% Add +69.1% 4,262 $121K
Vega Investment Solutions 0.02% Add +277.8% 4,080 $116K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 4,038 $114K
Mather Group, Llc. 0.00% Add +472.1% 3,879 $110K
BNP Paribas 0.00% Add +533.3% 3,800 $108K
Allianz SE 0.00% Reduce -3.1% 3,722 $106K
Westpac Banking Corp. 0.01% Reduce -28.4% 3,672 $104K
Siemens Fonds Invest GmbH 0.01% Reduce -49.6% 3,571 $101K
Ameritas Investment Partners, Inc. 0.00% No change 3,509 $99K
Farther Finance Advisors, LLC 0.00% Add +0.7% 3,545 $96K
Kintegral Advisory, LLC 0.01% Reduce -0.4% 2,991 $85K
MAI Capital Management 0.00% Reduce -0.3% 2,939 $83K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 2,772 $79K
Steward Partners Investment Advisory, LLC 0.00% Reduce -17.3% 2,615 $74K
Larson Financial Group LLC 0.00% Add +104.1% 2,584 $73K
Investors Research Corp 0.02% No change 2,527 $72K
Principal Securities, Inc. 0.00% No change 1,694 $70K
NFSG Corp 0.02% Add +114.0% 2,356 $67K
Allworth Financial LP 0.00% Add +15.6% 2,198 $60K
Huntington National Bank 0.00% Add +35.1% 2,064 $59K
Brooklyn Investment Group 0.01% Add +161.6% 2,035 $58K
CENTRAL TRUST Co 0.00% No change 2,031 $58K
Parkside Financial Bank & Trust 0.01% Add +5.3% 1,972 $56K
Marathon Trading Investment Management LLC 0.03% Reduce -94.2% 1,880 $53K
Cornerstone Advisors, LLC 0.00% No change 1,800 $51K
Twin Lakes Capital Management, LLC 0.03% No change 1,772 $50K
Blue Trust, Inc. 0.00% Reduce -4.3% 1,680 $48K
First Command Advisory Services, Inc. 0.00% No change 1,602 $45K
Pilgrim Partners Asia Pte Ltd 0.04% No change 1,600 $45K
Versant Capital Management, Inc 0.01% Add +408.9% 1,593 $45K
Ameriflex Group, Inc. 0.02% Reduce -11.7% 1,512 $43K
Crewe Advisors LLC 0.01% No change 1,414 $40K
American National Bank & Trust 0.00% No change 1,401 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +7.9% 1,365 $39K
MassMutual Private Wealth & Trust, FSB 0.00% Add +26.2% 1,334 $38K
Coston, McIsaac & Partners 0.01% Add +974.8% 1,279 $36K
Raiffeisen Bank International AG 0.00% Reduce -68.6% 1,260 $36K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -91.7% 1,250 $35K
National Pension Service 0.00% Reduce -99.8% 1,212 $34K
Lindbrook Capital, LLC 0.00% Add +0.1% 1,174 $33K
CBIZ Investment Advisory Services, LLC 0.00% Add +4.3% 1,173 $33K
Deseret Mutual Benefit Administrators 0.02% Add +53.3% 1,128 $32K
CoreCap Advisors, LLC 0.00% Reduce -0.4% 1,114 $32K
Asset Dedication, LLC 0.00% Add +17.2% 1,113 $32K
Sound Income Strategies, LLC 0.00% No change 1,109 $31K
UMB Bank, n.a. 0.00% Add +43.6% 1,107 $31K
Costello Asset Management, INC 0.01% New 1,056 $30K
Itau Unibanco Holding S.A. 0.00% No change 1,013 $29K
Harbour Investments, Inc. 0.00% Add +13.9% 1,014 $29K
SVB Wealth LLC 0.00% New 1,004 $28K
Heritage Wealth Advisors 0.00% No change 1,000 $28K
Sentry Investment Management LLC 0.02% New 1,100 $28K
Shell Asset Management Co. 0.00% No change 995 $28K
Maj Invest Holding A/S 0.00% No change 990 $28K
Sandy Spring Bank 0.00% Reduce -29.0% 977 $28K
Resources Management Corp. /CT/ 0.00% Reduce -35.8% 955 $27K
Sterling Capital Management LLC 0.00% No change 938 $27K
Ogorek Anthony Joseph /NY/ 0.01% Add +10.5% 937 $26K
Compass Planning Associates Inc 0.03% No change 900 $26K
S-Bank Fund Management Ltd 0.00% — 885 $25K
Harbor Investment Advisory, LLC 0.00% Add +2.3% 818 $23K
TD Waterhouse Canada Inc. 0.00% Reduce -75.4% 833 $23K
Ostrum Asset Management 0.00% Reduce -2.6% 779 $22K
Valley National Advisers Inc. 0.00% Add +92.6% 759 $21K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +7250.0% 735 $21K
Physician Wealth Advisors, Inc. 0.00% Add +63.6% 733 $21K
Private Trust Co. NA 0.00% Add +44.0% 727 $21K
Bokf, NA 0.00% Add +8.4% 720 $20K
Crowley Wealth Management, Inc. 0.02% Reduce -28.2% 700 $20K
Sittner & Nelson, LLC 0.01% No change 690 $20K
Capital Advisors, Ltd. LLC 0.00% Add +32.7% 673 $19K
TrinityBridge Ltd 0.00% No change 675 $19K
Activest Wealth Management 0.01% Reduce -30.6% 651 $18K
Frazier Financial Advisors, LLC 0.01% Add +186.6% 639 $18K
Tortoise Investment Management, LLC 0.00% Reduce -10.4% 602 $17K
Wilmington Savings Fund Society, FSB 0.00% Reduce -23.5% 601 $17K
Medallion Wealth Advisors, LLC 0.01% Add +4.8% 590 $17K
Murphy & Mullick Capital Management Corp 0.02% No change 578 $16K
Sachetta, LLC 0.01% Reduce -42.3% 575 $16K
Smartleaf Asset Management LLC 0.00% Reduce -9.1% 512 $16K
Stephens Consulting, LLC 0.00% No change 546 $15K
Assetmark, Inc. 0.00% Add +48.8% 546 $15K
EverSource Wealth Advisors, LLC 0.00% Add +208.6% 540 $15K
Ofi Invest Asset Management 0.00% Reduce -51.2% 582 $15K
JFS Wealth Advisors, LLC 0.00% Reduce -0.2% 508 $14K
IFP Advisors, Inc 0.00% Reduce -22.0% 437 $14K
Consultiva Wealth Management, Corp. 0.05% New 500 $14K
Parkworth Wealth Management, Inc. 0.01% New 500 $14K
Archer Investment Corp 0.00% No change 500 $14K
Brown, Lisle/Cummings, Inc. 0.00% No change 475 $13K
Rothschild Investment LLC 0.00% Reduce -18.4% 474 $13K
Hexagon Capital Partners LLC 0.00% Reduce -1.3% 449 $13K
Brown Brothers Harriman & Co. 0.00% Reduce -13.6% 440 $12K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.01% No change 400 $11K
Birchbrook, Inc. 0.01% No change 400 $11K
Bogart Wealth, LLC 0.00% Add +273.8% 400 $11K
FNY Investment Advisers, LLC 0.01% Reduce -82.4% 395 $11K
Armstrong Advisory Group, Inc. 0.00% No change 263 $11K
Rise Advisors, LLC 0.00% Add +23.9% 378 $11K
GPS Wealth Strategies Group, LLC 0.00% Add +16.2% 358 $10K
Colonial Trust Co / SC 0.00% Add +7.9% 340 $10K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Reduce -9.7% 325 $9K
Country Trust Bank 0.00% No change 318 $9K
JTC Employer Solutions Trustee Ltd 0.00% No change 300 $9K
Bank & Trust Co 0.01% No change 306 $9K
Evelyn Partners Investment Management Services Ltd 0.00% No change 304 $9K
New England Capital Financial Advisors LLC 0.00% Add +50.0% 300 $9K
Quent Capital, LLC 0.00% Add +42.0% 294 $8K
Cedar Wealth Management, LLC 0.00% No change 290 $8K
Arlington Trust Co LLC 0.00% No change 290 $8K
Westside Investment Management, Inc. 0.00% No change 300 $8K
Covestor Ltd 0.01% Add +1.1% 278 $8K
Quintet Private Bank (Europe) S.A. 0.00% Add +404.0% 252 $7K
Concord Wealth Partners 0.00% Add +81.8% 240 $7K
CarsonAllaria Wealth Management, Ltd. 0.00% Add +19.4% 234 $7K
Financial Perspectives, Inc 0.00% No change 230 $7K
Zions Bancorporation, National Association 0.00% — 225 $6K
TD Private Client Wealth LLC 0.00% Add +475.7% 213 $6K
Capital Analysts, LLC 0.00% No change 199 $6K
Center for Financial Planning, Inc. 0.00% Reduce -78.7% 210 $6K
Farmers & Merchants Investments Inc. 0.00% No change 210 $6K
Tradewinds Capital Management, LLC 0.00% New 207 $6K
Innovative Advisory Group, LLC 0.01% No change 203 $6K
Accredited Wealth Management, LLC 0.00% Reduce -20.0% 200 $6K
WealthCollab, LLC 0.00% No change 200 $6K
AllSquare Wealth Management LLC 0.00% No change 200 $6K
Towne Trust Company, N.A 0.00% No change 200 $6K
HHM Wealth Advisors, LLC 0.00% No change 200 $6K
Stonebridge Financial Group, LLC 0.00% Add +300.0% 200 $6K
Private Wealth Management Group, LLC 0.00% Add +28.8% 197 $6K
SOA Wealth Advisors, LLC. 0.00% No change 195 $6K
Geneos Wealth Management Inc. 0.00% Reduce -79.0% 185 $5K
SouthState Bank Corp 0.00% Add +0.0% 184 $5K
GW&K Investment Management, LLC 0.00% Add +21.3% 194 $5K
S&T Bank 0.00% New 176 $5K
MV Capital Management, Inc. 0.00% Add +31.0% 169 $5K
Hurley Capital, LLC 0.00% No change 167 $5K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 175 $5K
Flagship Wealth Advisors, LLC 0.00% No change 160 $5K
First Horizon Advisors, Inc. 0.00% Add +68.1% 158 $4K
City State Bank 0.00% Add +50.0% 150 $4K
Proffitt & Goodson Inc. 0.00% New 150 $4K
Trust Co. of Vermont 0.00% No change 150 $4K
Ransom Advisory, Ltd 0.00% No change 150 $4K
Ancora Advisors LLC 0.00% Reduce -2.6% 149 $4K
Private Wealth Asset Management, LLC 0.00% — 147 $4K
AdvisorNet Financial, Inc 0.00% Add +3450.0% 142 $4K
Lanark Financial, Inc. 0.00% — 155 $4K
Centricity Wealth Management, LLC 0.00% No change 141 $4K
CVA Family Office, LLC 0.00% Reduce -74.1% 141 $4K
Bruce G. Allen Investments, LLC 0.00% Reduce -27.8% 140 $4K
Atlantic Private Wealth, LLC 0.00% No change 136 $4K
Toth Financial Advisory Corp. 0.00% No change 135 $4K
Lowe Wealth Advisors, LLC 0.00% No change 130 $4K
NewSquare Capital LLC 0.00% Add +2066.7% 130 $4K
Saudi Central Bank 0.02% New 129 $4K
Mb, Levis & Associates, LLC 0.00% No change 127 $4K
Continuum Advisory, LLC 0.00% Reduce -20.1% 127 $4K
Clearstead Trust, LLC 0.00% New 120 $3K
Clearstead Advisors, LLC 0.00% Add +7.1% 120 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 111 $3K
ORG Partners LLC 0.00% Add +41.5% 116 $3K
Hantz Financial Services, Inc. 0.00% Reduce -11.8% 97 $3K
Brown Shipley& Co Ltd 0.00% No change 104 $3K
Chelsea Counsel Co. 0.00% Reduce -98.5% 102 $3K
Manchester Capital Management LLC 0.00% Add +47.8% 102 $3K
Vision Financial Markets LLC 0.00% No change 100 $3K
Syntax Research, Inc. 0.00% No change 100 $3K
Northwest Capital Management Inc 0.00% No change 100 $3K
Pinnacle Bancorp, Inc. 0.00% No change 100 $3K
Old Second National Bank of Aurora 0.00% No change 100 $3K
Delta Asset Management LLC 0.00% No change 100 $3K
Atwood & Palmer Inc. 0.00% No change 100 $3K
Field & Main Bank 0.00% No change 100 $3K
Ravenstone Capital Management Inc. 0.00% Reduce -90.1% 99 $3K
Millstone Evans Group, LLC 0.00% No change 87 $2K
PFG Private Wealth Management, LLC 0.00% New 84 $2K
Golden State Wealth Management, LLC 0.00% Reduce -43.1% 83 $2K
Global Financial Private Client, LLC 0.00% Add +6.4% 83 $2K
Meeder Asset Management Inc. 0.00% Reduce -26.8% 82 $2K
Bfsg, LLC 0.00% Add +295.0% 79 $2K
CX Institutional 0.00% New 84 $2K
Eq Wealth Advisors, LLC 0.00% New 69 $2K
Clear Investment Research, LLC 0.00% Add +74.4% 68 $2K
Sierra Ocean, LLC 0.00% Reduce -35.0% 67 $2K
MorganRosel Wealth Management, LLC 0.00% New 67 $2K
Capital A Wealth Management, LLC 0.00% No change 65 $2K
Prestige Wealth Management Group LLC 0.00% Add +540.0% 64 $2K
Louisbourg Investments Inc. 0.00% No change 62 $2K
Painted Porch Advisors LLC 0.00% New 60 $2K
Arax Advisory Partners 0.00% Reduce -81.6% 59 $2K
PSI Advisors, LLC 0.00% No change 55 $2K
Abound Wealth Management 0.00% Reduce -5.2% 55 $2K
Salem Investment Counselors Inc. 0.00% No change 55 $2K
IFS Advisors, LLC 0.00% No change 55 $2K
Hughes Financial Services, LLC 0.00% New 57 $2K
Key Financial Inc 0.00% No change 51 $1K
DB Fitzpatrick & Co, Inc 0.00% New 50 $1K
Bernard Wealth Management Corp. 0.00% No change 50 $1K
HM Payson & Co. 0.00% No change 50 $1K
Piscataqua Savings Bank 0.00% Reduce -66.7% 50 $1K
Community Bank, N.A. 0.00% No change 50 $1K
Blume Capital Management, Inc. 0.00% Add +8.9% 49 $1K
True Wealth Design, LLC 0.00% Add +820.0% 46 $1K
Pacifica Partners Inc. 0.00% Reduce -66.7% 50 $1K
Ameliora Wealth Management Ltd. 0.00% No change 45 $1K
Cape Investment Advisory, Inc. 0.00% No change 43 $1K
West Branch Capital LLC 0.00% No change 42 $1K
Smallwood Wealth Investment Management, LLC 0.00% New 41 $1K
Dynamic Wealth Strategies, LLC 0.00% New 40 $1K
GHP Investment Advisors, Inc. 0.00% No change 40 $1K
Y.D. More Investments Ltd 0.00% New 40 $1K
Bartlett & Co. Wealth Management LLC 0.00% Add +8.6% 38 $1K
Glen Eagle Advisors, LLC 0.00% Reduce -37.3% 37 $1K
Financial Network Wealth Advisors LLC 0.00% New 36 $1K
West Paces Advisors Inc. 0.00% Reduce -16.3% 36 $1K
Smithfield Trust Co 0.00% No change 20 $1K
Washington Trust Advisors, Inc. 0.00% No change 35 $992
Signature Resources Capital Management, LLC 0.00% No change 32 $907
DecisionPoint Financial, LLC 0.00% No change 31 $879
Raffa Wealth Management, LLC 0.00% Reduce -27.9% 31 $879
JDM Financial Group LLC 0.00% No change 30 $851
Creative Financial Designs Inc. 0.00% Add +20.8% 29 $822
Salomon & Ludwin, LLC 0.00% No change 28 $794
Kennebec Savings Bank 0.00% No change 26 $737
Chesapeake Asset Management LLC 0.00% New 26 $737
Gen-Wealth Partners Inc 0.00% No change 25 $709
McIlrath & Eck, LLC 0.00% No change 25 $709
Trifecta Capital Advisors, LLC 0.00% New 25 $709
Peoples Bank 0.00% No change 25 $708
Pacific Center for Financial Services 0.00% No change 24 $681
Dunhill Financial, LLC 0.00% Add +35.3% 23 $657
Cornerstone Planning Group LLC 0.00% New 23 $610
PayPay Securities Corp 0.03% Reduce -16.7% 20 $586
Trivant Custom Portfolio Group, LLC 0.00% No change 20 $567
Bell Investment Advisors, Inc 0.00% Reduce -23.1% 20 $567
GKV Capital Management Co., Inc. 0.00% No change 17 $482
Nvwm, LLC 0.00% Add +60.0% 16 $454
Wolff Wiese Magana LLC 0.00% New 15 $426
WPG Advisers, LLC 0.00% No change 15 $425
Fairscale Capital, LLC 0.00% No change 14 $397
Catherine Avery Investment Management LLC 0.00% No change 14 $397
Aventura Private Wealth, LLC 0.00% Reduce -6.7% 14 $397
IMG Wealth Management, Inc. 0.00% No change 13 $369
Cedar Mountain Advisors, LLC 0.00% No change 13 $369
WestEnd Advisors, LLC 0.00% Add +225.0% 13 $369
LRI Investments, LLC 0.00% Add +8.3% 13 $369
Addison Advisors LLC 0.00% Reduce -52.0% 12 $341
Carolina Wealth Advisors, LLC 0.00% No change 12 $340
Curio Wealth, LLC 0.00% New 1 $333
PFS Partners, LLC 0.00% No change 11 $309
Principia Wealth Advisory, LLC 0.00% Add +57.1% 11 $293
Mark Sheptoff Financial Planning, LLC 0.00% No change 10 $284
Carolinas Wealth Consulting LLC 0.00% Reduce -33.3% 10 $284
Tompkins Financial Corp. 0.00% Reduce -98.0% 10 $284
Osterweis Capital Management Inc. 0.00% New 10 $284
Plante Moran Financial Advisors, LLC 0.00% No change 10 $284
Sunbelt Securities, Inc. 0.00% No change 10 $284
Foster Dykema Cabot & Partners, LLC 0.00% No change 10 $284
Winnacle Wealth LLC 0.00% Add +66.7% 10 $256
Cheviot Value Management, LLC 0.00% New 9 $251
Valued Wealth Advisors LLC 0.00% Reduce -38.5% 8 $227
Winch Advisory Services, LLC 0.00% No change 7 $198
Strengthening Families & Communities, LLC 0.00% No change 6 $170
WealthTrak Capital Management LLC 0.00% Reduce -50.0% 5 $142
Core Alternative Capital 0.00% No change 5 $142
Whittier Trust Co. of Nevada Inc. 0.00% New 5 $141
Whipplewood Advisors, LLC 0.00% Add +950.0% 42 $113
TruNorth Capital Management, LLC 0.00% No change 4 $113
Quest 10 Wealth Builders, Inc. 0.00% New 3 $87
MPWM Advisory Solutions, LLC 0.00% No change 3 $85
BankPlus Trust Department 0.00% New 3 $85
ROSS\JOHNSON & Associates LLC 0.00% New 2 $57
CNB Bank 0.00% No change 2 $57
American Capital Advisory, LLC 0.00% New 2 $57
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $29
DiNuzzo Private Wealth, Inc. 0.00% Reduce -50.0% 1 $29
Wood Tarver Financial Group, LLC 0.00% No change 1 $29
Avion Wealth 0.00% New 12 $0
Hemington Wealth Management 0.00% Reduce -36.4% 28 $0

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