ModernaMRNA

13F holders, Q4 2025 (December 31)
676holders +31
79new positions
68sold out
8famous investors
$29.57avg. 13F price*

At the end of Q4 2025, 676 institutions reported holding Moderna Inc. (MRNA) in their 13F filings, up 31 from Q3 2025. 79 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($958.6M) and FMR LLC ($827.1M). 8 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions79$584.3M
Exits68$83.9M

All 13F filers, Q3 2025 → Q4 2025: 49,960,221 shares bought and 24,150,292 shares sold, net +25,809,929 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 676 holders

Vanguard Group Inc. 0.02% Add +1.0% 41,584,782 $1.2B
BlackRock, Inc. 0.02% Add +10.1% 32,505,733 $958.6M
FMR LLC 0.04% Add +127.9% 28,045,311 $827.1M
Baillie Gifford & Co. 0.50% Reduce -5.8% 20,580,514 $606.9M
State Street Corp. 0.02% Reduce -4.3% 16,365,478 $482.6M
Capital World Investors 0.05% New 12,828,040 $378.3M
Geode Capital Management, LLC 0.02% Reduce -0.3% 9,219,644 $271.4M
Morgan Stanley 0.02% Reduce -11.0% 8,870,716 $261.6M
Theleme Partners LLP 15.52% Add +0.2% 8,081,810 $238.3M
Two Sigma Advisers, LP 0.44% Add +14.1% 7,729,700 $227.9M
Two Sigma Investments, LP 0.34% Reduce -2.5% 7,342,096 $216.5M
Invesco Ltd. 0.02% Reduce -14.4% 7,029,694 $207.3M
D. E. Shaw & Co. 0.12% Reduce -15.7% 5,182,759 $152.8M
Flagship Pioneering, LLC 42.16% No change 4,632,149 $136.6M
Charles Schwab Investment Management Inc. 0.02% Add +7.2% 4,621,558 $136.3M
BNP Paribas Financial Markets 0.08% Add +279.7% 4,152,432 $122.5M
UBS Group AG 0.02% Reduce -14.9% 4,086,766 $120.5M
Goldman Sachs Group Inc. 0.02% Add +24.2% 3,950,619 $116.5M
Alyeska Investment Group, L.P. 0.27% New 3,228,531 $95.2M
Banque Pictet & Cie SA 0.92% No change 3,130,724 $92.3M
Northern Trust Corp. 0.01% Add +3.3% 3,002,578 $88.5M
Norges Bank 0.01% — 2,702,832 $79.7M
Merck & Co., Inc. 24.64% No change 2,308,190 $68.1M
Federated Hermes, Inc. 0.11% Reduce -21.6% 2,178,537 $64.2M
National Bank of Canada 0.07% Reduce -20.3% 2,156,275 $63.6M
Citigroup Inc. 0.04% Reduce -7.0% 1,936,513 $57.1M
Dimensional Fund Advisors LP 0.01% Add +123.2% 1,788,951 $52.8M
Bank of New York Mellon Corp 0.01% Reduce -1.9% 1,729,258 $51.0M
Susquehanna International Group, LLP 0.07% Reduce -17.5% 1,615,399 $47.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -19.0% 1,589,163 $46.9M
Voloridge Investment Management, LLC 0.16% Add +60.3% 1,553,731 $45.8M
Barclays PLC 0.02% Reduce -23.5% 1,542,457 $45.5M
First Trust Advisors LP 0.03% Add +45.4% 1,501,621 $44.3M
Bank of America Corp. 0.00% Reduce -16.5% 1,374,854 $40.5M
Douglas Lane & Associates, LLC 0.52% Add +14.4% 1,291,465 $38.1M
Royal Bank of Canada 0.01% Reduce -31.0% 1,143,780 $33.7M
Amundi 0.01% Add +12.6% 1,143,613 $33.7M
Nuveen, LLC 0.01% Add +2.0% 1,124,702 $33.2M
Deutsche Bank AG 0.01% Reduce -11.3% 1,120,091 $33.0M
JPMorgan Chase & Co. 0.00% Reduce -26.9% 1,013,884 $29.9M
Squarepoint Ops LLC 0.06% Reduce -16.1% 975,195 $28.8M
Capital Fund Management S.A. 0.26% Reduce -20.3% 937,080 $27.6M
Legal & General Group Plc 0.01% Reduce -6.4% 936,970 $27.6M
DekaBank Deutsche Girozentrale 0.05% No change 220,245 $26.9M
Pictet Asset Management Holding SA 0.02% Add +0.5% 738,094 $22.9M
Sessa Capital IM, L.P. 0.44% No change 743,081 $21.9M
Letko, Brosseau & Associates Inc. 0.35% Reduce -20.5% 726,440 $21.4M
Swiss National Bank 0.01% Add +2.7% 693,100 $20.4M
Tang Capital Management LLC 1.01% Add +126.9% 692,820 $20.4M
Step Capital Management Pte. Ltd. 10.05% — 645,000 $19.0M
HSBC Holdings PLC 0.01% Reduce -14.4% 638,370 $18.9M
Jump Financial, LLC 0.25% Add +25.6% 625,893 $18.5M
Rhumbline Advisers 0.01% Reduce -6.3% 620,673 $18.3M
Citadel Advisors 0.01% Reduce -70.9% 579,130 $17.1M
Renaissance Technologies 0.03% New 568,400 $16.8M
Aquatic Capital Management LLC 0.46% Add +1238.9% 549,671 $16.2M
Man Group plc 0.03% Reduce -56.5% 518,299 $15.3M
Lingotto Investment Management LLP 0.26% Add +33.7% 498,693 $14.7M
T. Rowe Price Associates Inc. 0.00% Add +2.3% 494,013 $14.6M
California Public Employees Retirement System 0.01% Add +2.8% 478,968 $14.1M
Susquehanna Portfolio Strategies, LLC 0.21% New 471,043 $13.9M
Y-Intercept (Hong Kong) Ltd 0.30% New 460,853 $13.6M
Voya Investment Management LLC 0.02% Add +304.5% 456,440 $13.5M
Verition Fund Management LLC 0.08% Add +103.5% 452,529 $13.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.8% 447,680 $13.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -5.8% 390,028 $12.0M
Alliancebernstein L.P. 0.00% Reduce -2.3% 405,206 $11.9M
Millennium Management 0.01% Reduce -65.4% 403,635 $11.9M
Cwm, LLC 0.03% Reduce -0.3% 389,299 $11.5M
Principal Financial Group Inc. 0.01% Add +2.9% 383,928 $11.3M
Bank of Montreal 0.00% Add +7.2% 368,502 $10.9M
California State Teachers Retirement System 0.01% Add +6.7% 348,661 $10.3M
Russell Investments Group, Ltd. 0.01% Add +20.7% 347,148 $10.2M
Leonteq Securities AG 0.53% Reduce -37.9% 335,666 $9.9M
Bank Pictet & Cie (Europe) AG 0.19% No change 324,665 $9.6M
Walleye Trading LLC 0.15% Reduce -15.7% 323,633 $9.5M
State Board of Administration of Florida Retirement System 0.02% Reduce -0.6% 311,467 $9.2M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 0.43% New 300,000 $8.8M
Canada Pension Plan Investment Board 0.01% Reduce -3.6% 297,295 $8.8M
Twinbeech Capital LP 0.59% Add +30.9% 281,214 $8.3M
SG Americas Securities, LLC 0.01% Reduce -3.5% 278,798 $8.2M
Eversept Partners, LP 0.44% New 267,823 $7.9M
New York State Teachers Retirement System 0.02% Add +0.0% 266,399 $7.9M
IMC-Chicago, LLC 0.13% Reduce -39.5% 257,166 $7.6M
Hudson Bay Capital Management LP 0.05% Add +344.7% 244,594 $7.2M
Rafferty Asset Management, LLC 0.02% Reduce -37.6% 237,831 $7.0M
Candriam S.C.A. 0.03% Add +5.2% 228,998 $6.8M
Van Eck Associates Corp. 0.01% Reduce -15.8% 228,034 $6.7M
State of Wisconsin Investment Board 0.02% Add +0.8% 227,942 $6.7M
LPL Financial LLC 0.00% Reduce -0.0% 224,159 $6.6M
Credit Agricole S A 0.02% Add +15.3% 218,063 $6.4M
Ameriprise Financial Inc. 0.00% Reduce -36.1% 218,060 $6.4M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -85.1% 216,476 $6.4M
Banco Santander, S.A. 0.05% Reduce -4.0% 207,149 $6.1M
Montanova Capital, LLC 0.15% New 205,593 $6.1M
Woodline Partners LP 0.02% Reduce -17.4% 204,709 $6.0M
Coatue Management 0.01% New 200,000 $5.9M
Group One Trading LLC 0.17% Reduce -37.9% 189,955 $5.6M
Twin Focus Capital Partners, LLC 0.63% New 185,480 $5.5M
Algert Global LLC 0.08% Add +20.2% 184,360 $5.4M
New York State Common Retirement Fund 0.01% No change 176,800 $5.2M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.2% 176,312 $5.2M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -2.3% 172,822 $5.1M
Walleye Capital LLC 0.03% Add +15.2% 172,159 $5.1M
Prudential Financial Inc. 0.01% Reduce -11.9% 170,578 $5.0M
South Dakota Investment Council 0.09% Reduce -21.4% 169,030 $5.0M
Natixis 0.02% New 165,763 $4.9M
Janus Henderson Group PLC 0.00% Reduce -8.4% 153,035 $4.5M
Treasurer of the State of North Carolina 0.01% Reduce -5.8% 150,141 $4.4M
Washington University 2.24% No change 150,000 $4.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +24.0% 144,654 $4.3M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +58.5% 144,283 $4.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -9.9% 142,389 $4.2M
Compagnie Lombard Odier SCmA 0.05% Reduce -0.2% 140,880 $4.2M
Gateway Investment Advisers LLC 0.04% Add +1445.2% 140,454 $4.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +19.2% 139,654 $4.1M
Vontobel Holding Ltd. 0.01% Reduce -39.9% 133,328 $3.9M
Plustick Management LLC 1.70% Add +116.7% 130,000 $3.8M
State of New Jersey Common Pension Fund D 0.01% Add +1.6% 126,028 $3.7M
Wells Fargo & Company 0.00% Add +11.1% 124,807 $3.7M
Marshall Wace, LLP 0.00% Reduce -55.0% 119,441 $3.5M
State of Tennessee, Department of Treasury 0.01% Add +103.6% 77,015 $3.4M
Mercer Global Advisors Inc. 0.00% Add +1111.0% 108,650 $3.2M
Raymond James Financial Inc. 0.00% Add +7.4% 108,603 $3.2M
Public Employees Retirement System of Ohio 0.01% Reduce -2.7% 107,855 $3.2M
LMR Partners LLP 0.04% Add +216.3% 103,767 $3.1M
Handelsbanken Fonder AB 0.01% Reduce -1.1% 101,800 $3.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -0.1% 99,479 $2.9M
Arizona State Retirement System 0.02% Reduce -4.9% 97,942 $2.9M
PEAK6 LLC 0.08% Reduce -22.6% 96,356 $2.8M
Tudor Investment Corporation 0.02% Reduce -72.1% 96,206 $2.8M
Quantinno Capital Management LP 0.01% Reduce -0.2% 96,189 $2.8M
Neuberger Berman Group LLC 0.00% Add +18.2% 93,920 $2.8M
Czech National Bank 0.02% Add +4.3% 91,684 $2.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +8.1% 86,358 $2.7M
State of Michigan Retirement System 0.01% Reduce -1.6% 91,041 $2.7M
Simplex Trading, LLC 0.07% Reduce -73.3% 89,676 $2.6M
Public Sector Pension Investment Board 0.01% Add +18.5% 88,500 $2.6M
Hamilton Wealth, LLC 0.48% New 105,066 $2.5M
ProShare Advisors LLC 0.00% Add +10.4% 85,464 $2.5M
D.A. Davidson & Co. 0.02% Reduce -7.0% 83,567 $2.5M
MetLife Investment Management, LLC 0.01% Reduce -2.9% 83,524 $2.5M
Acadian Asset Management LLC 0.00% Reduce -64.0% 83,408 $2.5M
Wellington Management Group LLP 0.00% Reduce -3.8% 83,295 $2.5M
Virtu Financial LLC 0.09% New 82,217 $2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.7% 80,878 $2.4M
Creative Planning 0.00% Reduce -15.4% 80,322 $2.4M
New York Life Investment Management LLC 0.02% Reduce -0.9% 80,130 $2.4M
Financial Gravity Asset Management, Inc. 0.45% Add +11.7% 78,537 $2.3M
KLP Kapitalforvaltning As 0.01% Add +8.3% 78,400 $2.3M
Quadrature Capital Ltd 0.02% Reduce -46.4% 78,311 $2.3M
CIBC Asset Management Inc 0.01% Add +62.1% 78,157 $2.3M
Profund Advisors LLC 0.07% Add +7.1% 77,896 $2.3M
Toronto Dominion Bank 0.00% Reduce -0.3% 77,772 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +18.7% 77,183 $2.3M
Retirement Systems of Alabama 0.01% Add +0.1% 73,969 $2.2M
Sei Investments Co. 0.00% Reduce -5.0% 73,456 $2.2M
Cinctive Capital Management LP 0.12% New 72,376 $2.1M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -2.4% 71,132 $2.1M
Morningstar Investment Management LLC 0.12% No change 70,855 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -7.0% 68,541 $2.0M
DC Investments Management, LLC 0.90% No change 68,624 $2.0M
Twin Tree Management, LP 0.21% Add +1251.1% 68,177 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -1.6% 46,339 $2.0M
Guggenheim Capital LLC 0.01% Add +4.1% 65,325 $1.9M
Amalgamated Bank 0.01% Reduce -1.7% 64,588 $1.9M
Bank of Nova Scotia 0.00% Add +98.1% 64,346 $1.9M
China Universal Asset Management Co., Ltd. 0.14% Reduce -6.7% 63,661 $1.9M
Cetera Investment Advisers 0.00% Reduce -12.7% 63,447 $1.9M
Ossiam 0.04% Add +37.5% 61,774 $1.8M
Axq Capital, LP 0.41% Add +183.2% 61,584 $1.8M
TD Asset Management Inc 0.00% Reduce -1.5% 60,223 $1.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +64.3% 60,150 $1.8M
Fieldview Capital Management, LLC 0.29% New 58,752 $1.7M
Utah Retirement Systems 0.02% No change 58,536 $1.7M
American Century Companies Inc. 0.00% Add +13.5% 58,514 $1.7M
UniSuper Management Pty Ltd 0.01% Reduce -23.4% 58,317 $1.7M
Himension Capital (singapore) Pte. LTD. 0.11% Reduce -13.4% 57,728 $1.7M
Stifel Financial Corp. 0.00% Add +290.8% 57,253 $1.7M
Generali Asset Management SPA SGR 0.03% Reduce -4.6% 56,799 $1.7M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -7.6% 52,763 $1.6M
Teacher Retirement System of Texas 0.01% Reduce -38.9% 52,130 $1.5M
Victory Capital Management Inc. 0.00% Add +10.8% 51,572 $1.5M
Collar Capital Management, LLC 1.00% Add +31.5% 50,704 $1.5M
Mirabaud & Cie SA 0.48% Reduce -0.2% 50,426 $1.5M
Havemeyer Place LP 0.29% — 50,387 $1.5M
Privium Fund Management B.V. 0.27% Add +5.5% 49,594 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -6.9% 49,461 $1.5M
Legal Advantage Investments, Inc. 0.66% No change 48,175 $1.4M
Alberta Investment Management Corp 0.01% New 48,000 $1.4M
Tobam 0.33% Reduce -35.7% 46,189 $1.4M
NEOS Investment Management LLC 0.01% Add +19.2% 46,095 $1.4M
Jefferies Financial Group Inc. 0.01% Reduce -52.1% 45,670 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +3.1% 44,936 $1.3M
Panagora Asset Management Inc. 0.00% Reduce -0.6% 44,758 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -2.1% 43,824 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -21.3% 43,624 $1.3M
Meitav Investment House Ltd. 0.01% No change 43,210 $1.3M
Aufman Associates Inc 0.65% Add +146.7% 43,200 $1.3M
Jones Financial Companies LLLP 0.00% Reduce -12.2% 39,751 $1.2M
Oregon Public Employees Retirement Fund 0.01% Add +0.5% 39,748 $1.2M
J.P. Marvel Investment Advisors, LLC 0.16% Reduce -18.9% 39,495 $1.2M
ExodusPoint Capital Management, LP 0.01% Reduce -81.9% 38,705 $1.1M
Exchange Traded Concepts, LLC 0.01% Reduce -10.0% 38,622 $1.1M
Employees Retirement System of Texas 0.01% No change 38,329 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -22.4% 37,968 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -0.5% 37,270 $1.1M
Militia Capital Partners, LP 0.41% Add +163.6% 36,601 $1.1M
Cibc World Markets Corp. 0.01% — 36,304 $1.1M
Elevated Private Wealth, LLC 1.09% — 35,467 $1.0M
Corient Private Wealth LP 0.00% Add +24.1% 34,805 $1.0M
Commerce Bank 0.01% Add +7.2% 34,667 $1.0M
Comerica Bank 0.00% Reduce -6.1% 34,560 $1.0M
Nomura Holdings Inc. 0.00% Reduce -67.8% 34,469 $1.0M
Marathon Trading Investment Management LLC 0.12% New 34,277 $1.0M
180 Wealth Advisors, LLC 0.11% Add +24.8% 34,018 $1.0M
Edgestream Partners, L.P. 0.03% Reduce -72.2% 33,952 $1.0M
Campbell & CO Investment Adviser LLC 0.05% New 33,849 $998K
State of Alaska, Department of Revenue 0.01% Reduce -8.6% 33,762 $995K
Public Employees Retirement Association of Colorado 0.00% No change 33,734 $995K
Wittenberg Investment Management, Inc. 0.38% New 33,500 $988K
AIA Group Ltd 0.01% Add +18.2% 33,300 $982K
Green Alpha Advisors, LLC 0.90% Add +17.8% 33,156 $978K
Rakuten Investment Management, Inc. 0.00% Add +678.4% 31,011 $966K
Weiss Asset Management LP 0.02% New 32,220 $950K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +12.2% 31,090 $921K
Sigma Planning Corp 0.03% New 30,761 $907K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -5.1% 30,384 $902K
Nicollet Investment Management, Inc. 0.28% New 30,413 $897K
Xponance LLC 0.01% Add +10.9% 30,342 $895K
Parallax Volatility Advisers, L.P. 0.03% Reduce -71.5% 30,213 $891K
Quantbot Technologies LP 0.03% Add +22.7% 29,903 $882K
Freestone Capital Holdings, LLC 0.03% Reduce -9.4% 28,921 $853K
Marex Group Ltd 0.01% Reduce -87.9% 28,518 $841K
Engineers Gate Manager LP 0.01% Reduce -87.5% 28,415 $838K
Quantitative Investment Management, LLC 0.08% New 28,399 $837K
Daiwa Securities Group Inc. 0.00% Reduce -11.5% 27,895 $823K
Cerity Partners LLC 0.00% Add +123.8% 27,806 $820K
Pacer Advisors, Inc. 0.00% Reduce -57.3% 27,246 $803K
WINTON GROUP Ltd 0.03% New 27,144 $800K
Jain Global LLC 0.01% New 26,759 $789K
Envestnet Asset Management Inc. 0.00% Reduce -27.6% 26,354 $777K
Summit Trail Advisors, LLC 0.01% Add +25.3% 26,223 $773K
Gsa Capital Partners LLP 0.07% Reduce -34.3% 25,574 $754K
EFG International AG 0.01% — 25,369 $748K
Sugar Maple Asset Management, LLC 0.50% Add +47.1% 25,010 $738K
Quattro Financial Advisors LLC 0.22% No change 25,000 $737K
M&T Bank Corp 0.00% Add +36.4% 24,958 $736K
Arkadios Wealth Advisors 0.01% Add +85.4% 24,346 $718K
Allspring Global Investments Holdings, LLC 0.00% Add +47.0% 22,768 $703K
Fifth Third Bancorp 0.00% Reduce -27.0% 23,429 $691K
Virtus Investment Advisers, LLC 0.19% Add +42.8% 23,197 $684K
Franklin Resources Inc. 0.00% Reduce -37.4% 23,167 $683K
Altshuler Shaham Ltd 0.01% Add +43.8% 23,000 $678K
Landscape Capital Management, L.L.C. 0.04% Add +97.6% 22,347 $659K
Mizuho Securities USA LLC 0.01% Add +0.4% 25,318 $659K
Kentucky Retirement Systems 0.02% No change 22,269 $657K
Jane Street Group, LLC 0.00% Reduce -98.4% 22,228 $656K
Janney Montgomery Scott LLC 0.00% Reduce -46.1% 22,100 $652K
Voleon Capital Management LP 0.01% Add +117.5% 22,009 $649K
Bayforest Capital Ltd 0.48% Add +44.9% 21,969 $648K
Schonfeld Strategic Advisors LLC 0.00% New 21,777 $642K
Norinchukin Bank, The 0.01% Add +9.5% 21,540 $635K
Neumann Advisory Hong Kong Ltd 0.17% No change 21,285 $628K
Sterling Capital Management LLC 0.01% Reduce -3.1% 21,244 $626K
Nisa Investment Advisors, LLC 0.00% Add +30.3% 21,169 $624K
John G Ullman & Associates Inc. 0.08% Reduce -10.9% 21,150 $624K
Banque Transatlantique SA 0.01% Reduce -21.1% 20,418 $619K
Crossmark Global Holdings, Inc. 0.01% Add +59.8% 20,761 $612K
Blue Sky Capital Consultants Group, Inc. 0.26% Add +7.1% 20,445 $603K
Nomura Asset Management International Inc. 0.00% — 20,000 $590K
Hartford Investment Management Co. 0.02% Reduce -1.9% 19,980 $589K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +28.1% 19,727 $582K
HighTower Advisors, LLC 0.00% Reduce -46.5% 19,673 $580K
Brooklyn Investment Group 0.03% New 18,333 $571K
BDF-Gestion 0.07% Reduce -6.3% 19,323 $570K
Aberdeen Group plc 0.00% No change 19,225 $567K
Asset Management One Co., Ltd. 0.00% Reduce -2.7% 17,819 $555K
Rockefeller Capital Management L.P. 0.00% Reduce -4.6% 18,779 $554K
Inceptionr LLC 0.15% Add +104.9% 18,641 $550K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -18.2% 18,591 $548K
Swiss Life Asset Management Ltd 0.00% Reduce -14.1% 18,511 $546K
Arizona PSPRS Trust 0.02% New 18,320 $540K
SBI Securities Co., Ltd. 0.01% Reduce -23.7% 18,253 $538K
Ensign Peak Advisors, Inc 0.00% Reduce -85.3% 18,200 $537K
Robertson Stephens Wealth Management, LLC 0.01% New 17,928 $529K
Tower Research Capital LLC (TRC) 0.01% Reduce -31.2% 17,877 $527K
Allianz Asset Management GmbH 0.00% Add +115.3% 17,801 $525K
Louisiana State Employees Retirement System 0.01% Reduce -2.2% 17,800 $525K
Glenmede Trust Co. NA 0.00% — 17,634 $520K
Cresset Asset Management, LLC 0.00% Add +17.9% 17,599 $519K
EntryPoint Capital, LLC 0.20% Add +101.7% 17,438 $514K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.5% 14,410 $514K
Maryland State Retirement & Pension System 0.01% No change 17,240 $508K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% — 17,110 $505K
Nomura Asset Management Co. Ltd. 0.00% Add +0.4% 16,889 $498K
Cynosure Group, LLC 0.05% New 16,836 $496K
Moors & Cabot, Inc. 0.02% Reduce -16.1% 16,472 $486K
Provident Co of the Employees of the Hebrew University LTD 0.50% No change 16,463 $485K
Tidal Investments LLC 0.00% Reduce -13.9% 16,136 $476K
New Mexico Educational Retirement Board 0.01% Add +1.9% 15,700 $463K
FORA Capital, LLC 0.06% New 25,760 $462K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -27.3% 15,381 $454K
Bridgewater Associates 0.00% Reduce -93.2% 15,181 $448K
Grey Ledge Advisors, LLC 0.10% Add +47.2% 15,125 $446K
Sankala Group LLC 0.35% — 8,144 $436K
Northwest & Ethical Investments L.P. 0.01% Reduce -38.1% 14,752 $435K
Eastern Bank 0.01% No change 14,578 $430K
Macquarie Group Ltd. 0.00% Reduce -48.6% 14,421 $425K
Lido Advisors, LLC 0.00% Add +26.2% 15,870 $425K
LVM Capital Management Ltd. 0.04% New 14,290 $421K
MUFG Securities EMEA plc 0.00% Add +114.4% 14,212 $419K
Brown Advisory Inc. 0.00% Add +0.2% 14,093 $416K
Sanctuary Advisors, LLC 0.00% Add +21.9% 14,088 $415K
Balyasny Asset Management L.P. 0.00% Reduce -97.8% 13,790 $407K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +0.3% 13,745 $405K
Wealthfront Advisers LLC 0.00% Reduce -21.3% 13,736 $405K
Empowered Funds, LLC 0.01% Add +2.6% 13,732 $405K
Rathbones Group PLC 0.00% Reduce -16.2% 13,583 $401K
Montaka Global Pty Ltd 0.19% — 13,575 $400K
OMERS ADMINISTRATION Corp 0.00% No change 13,458 $397K
Focus Partners Wealth 0.00% Add +10.7% 13,510 $395K
Thrivent Financial for Lutherans 0.00% Reduce -1.1% 13,189 $389K
Intrinsic Value Partners, LLC 0.29% Reduce -32.8% 13,144 $388K
KBC Group NV 0.00% Reduce -45.1% 12,842 $379K
Generali Investments CEE, investicni spolecnost, a.s. 0.03% No change 12,700 $375K
Blackstone Inc. 0.00% No change 12,613 $372K
Snowden Capital Advisors LLC 0.01% Reduce -42.8% 12,567 $371K
Qsemble Capital Management, LP 0.03% Reduce -83.3% 12,533 $370K
IFG Advisory, LLC 0.02% New 12,256 $361K
Ethic Inc. 0.01% Reduce -22.1% 12,184 $359K
North Dakota State Investment Board 0.01% — 12,172 $359K
Mackenzie Financial Corp. 0.00% Add +5.0% 11,767 $357K
AQR Capital Management 0.00% New 12,010 $354K
Captrust Financial Advisors 0.00% Add +9.6% 11,964 $353K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +0.5% 11,713 $345K
Saxon Interests, Inc. 0.12% New 11,652 $344K
O'shaughnessy Asset Management, LLC 0.00% Add +24.9% 11,495 $339K
Florida Trust Wealth Management Co 0.01% New 11,419 $337K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.7% 11,110 $328K
US Bancorp \de 0.00% Reduce -17.0% 11,106 $328K
AXA S.A. 0.15% New 10,905 $322K
Brevan Howard Capital Management LP 0.01% New 10,729 $316K
Old Port Advisors 0.08% Reduce -28.6% 10,396 $307K
United Capital Financial Advisors, LLC 0.00% Reduce -15.6% 10,374 $306K
Praxis Investment Management Inc. 0.02% No change 10,250 $302K
GAMMA Investing LLC 0.02% Reduce -1.6% 10,235 $302K
Centaurus Financial, Inc. 0.01% Reduce -37.1% 10,177 $300K
Intech Investment Management LLC 0.00% New 10,018 $295K
V-Square Quantitative Management LLC 0.03% Reduce -4.9% 9,998 $295K
Private Advisor Group, LLC 0.00% Reduce -26.2% 9,942 $293K
Probity Advisors, Inc. 0.05% Reduce -25.2% 9,679 $285K
Concurrent Investment Advisors, LLC 0.00% Add +1.9% 9,525 $281K
Brandywine Managers, LLC 0.14% No change 9,510 $280K
Shelton Capital Management 0.01% No change 9,493 $280K
Securian Asset Management, Inc. 0.01% Reduce -43.1% 9,454 $279K
Torrey Growth & Income Advisors 0.10% New 9,450 $279K
Mufg Securities Americas Inc. 0.02% Add +0.3% 9,367 $276K
Kentucky Retirement Systems Insurance Trust Fund 0.02% No change 9,334 $275K
Dark Forest Capital Management LP 0.01% Reduce -74.4% 9,262 $273K
Capital Analysts, LLC 0.01% Reduce -0.2% 9,163 $270K
Eurizon Capital SGR S.p.A. 0.00% — 9,024 $270K
Cidel Asset Management Inc. 0.02% New 9,129 $269K
Empirical Finance, LLC 0.01% Reduce -4.2% 9,004 $266K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 8,931 $263K
Cibc World Market Inc. 0.00% Reduce -65.7% 8,869 $262K
STRS Ohio 0.00% Add +1.2% 8,584 $253K
Kestra Advisory Services, LLC 0.00% Reduce -1.6% 8,557 $252K
Gabelli Funds LLC 0.00% Reduce -15.0% 8,500 $251K
DRW Securities, LLC 0.02% New 8,442 $249K
Ipswich Investment Management Co., Inc. 0.06% Reduce -6.6% 8,435 $249K
OneDigital Investment Advisors LLC 0.00% Reduce -0.3% 8,217 $242K
Fortis Capital Advisors, LLC 0.04% Add +0.1% 8,215 $242K
Belpointe Asset Management LLC 0.01% Add +0.1% 8,215 $242K
CX Institutional 0.01% Add +14.0% 8,121 $239K
Coldstream Capital Management Inc. 0.00% Reduce -16.9% 7,915 $233K
New Insight Wealth Advisors 0.08% Reduce -17.0% 7,852 $232K
Valeo Financial Advisors, LLC 0.01% New 7,852 $232K
HB Wealth Management, LLC 0.00% Reduce -28.2% 7,849 $231K
Bellevue Group AG 0.00% Reduce -17.4% 7,711 $227K
GF Fund Management Co. LTD. 0.00% Reduce -8.3% 7,677 $226K
Pathstone Holdings, LLC 0.00% Reduce -53.2% 7,544 $222K
Metis Global Partners, LLC 0.01% Reduce -3.0% 7,541 $222K
NFSG Corp 0.03% No change 7,500 $221K
Patton Fund Management, Inc. 0.03% New 7,490 $221K
Ausdal Financial Partners, Inc. 0.01% New 7,309 $216K
Meeder Advisory Services, Inc. 0.01% New 7,214 $213K
Prelude Capital Management, LLC 0.02% New 7,095 $209K
Mather Group, Llc. 0.00% Reduce -32.4% 7,094 $209K
World Investment Advisors 0.00% Reduce -42.6% 7,062 $208K
Blair William & Co. 0.00% Reduce -11.3% 6,946 $205K
Oppenheimer & Co. Inc. 0.00% New 6,837 $202K
Vega Investment Solutions 0.03% — 6,805 $201K
Scientech Research LLC 0.13% Reduce -73.8% 6,799 $201K
IFP Advisors, Inc 0.00% Add +5.4% 6,785 $200K
Canada Post Corp Registered Pension Plan 0.01% Add +39.4% 6,510 $192K
Tema ETFs LLC 0.01% New 6,144 $181K
Danske Bank A/S 0.00% No change 6,085 $179K
Groupe la Francaise 0.00% Reduce -67.4% 6,005 $177K
Horizon Investments, LLC 0.00% Add +1.9% 5,713 $168K
CIBC Private Wealth Group LLC 0.00% Reduce -30.0% 5,344 $158K
Intesa Sanpaolo Wealth Management 0.03% — 5,174 $153K
Credit Industriel Et Commercial 0.03% New 5,097 $150K
Sectoral Asset Management Inc. 0.12% Reduce -10.6% 5,005 $148K
Zions Bancorporation, National Association 0.01% Add +2805.3% 4,968 $147K
Advisors Asset Management, Inc. 0.00% Reduce -2.6% 4,788 $141K
Resona Asset Management Co.,Ltd. 0.00% Add +19.6% 4,430 $138K
Farther Finance Advisors, LLC 0.00% Add +0.7% 4,642 $137K
Advisory Services Network, LLC 0.00% Reduce -57.0% 4,587 $135K
Nano Cap New Millennium Growth Fund L P 0.11% — 4,500 $133K
Bessemer Group Inc. 0.00% Reduce -6.2% 3,922 $116K
BNP Paribas 0.00% No change 3,800 $112K
Allianz SE 0.00% No change 3,680 $109K
Steward Partners Investment Advisory, LLC 0.00% Add +3.6% 3,661 $108K
Rakuten Securities, Inc. 0.03% Reduce -83.6% 3,546 $105K
Wexford Capital LP 0.03% New 3,394 $100K
Hantz Financial Services, Inc. 0.00% Add +25.5% 3,403 $100K
Parallel Advisors, LLC 0.00% Reduce -31.2% 3,344 $99K
Signaturefd, LLC 0.00% Reduce -39.4% 3,291 $97K
Ameritas Investment Partners, Inc. 0.00% No change 3,212 $95K
Allworth Financial LP 0.00% Reduce -31.2% 3,183 $94K
State of Wyoming 0.01% Add +43.6% 3,032 $89K
Pinnacle Wealth Planning Services, Inc. 0.01% New 3,008 $89K
Kintegral Advisory, LLC 0.01% New 2,894 $85K
Global Retirement Partners, LLC 0.00% Add +0.6% 2,893 $85K
MAI Capital Management 0.00% Add +7.6% 2,830 $83K
Brown Brothers Harriman & Co. 0.00% Add +35.5% 2,671 $79K
Deseret Mutual Benefit Administrators 0.03% Add +16.9% 2,640 $78K
Harbour Investments, Inc. 0.00% Reduce -17.2% 2,516 $74K
International Assets Investment Management, LLC 0.00% New 2,324 $69K
Bullock Wealth Management Group 0.03% — 2,268 $67K
Itau Unibanco Holding S.A. 0.00% Add +118.5% 2,174 $64K
Larson Financial Group LLC 0.00% Reduce -14.3% 1,830 $54K
MassMutual Private Wealth & Trust, FSB 0.00% Add +6.1% 1,809 $53K
Quadrant Capital Group LLC 0.00% Reduce -84.1% 1,792 $53K
Intesa Sanpaolo S.p.A. 0.00% — 1,684 $51K
Twin Lakes Capital Management, LLC 0.02% Reduce -2.5% 1,727 $51K
Los Angeles Capital Management LLC 0.00% New 1,664 $47K
Investors Research Corp 0.01% Reduce -37.3% 1,552 $46K
Parkside Financial Bank & Trust 0.00% Reduce -38.7% 1,525 $45K
CVA Family Office, LLC 0.01% Add +1229.7% 1,476 $44K
Blue Trust, Inc. 0.00% Reduce -3.6% 1,455 $43K
SageView Advisory Group, LLC 0.00% New 1,364 $40K
Kelleher Financial Advisors 0.01% New 1,335 $39K
Huntington National Bank 0.00% Reduce -50.0% 1,319 $39K
UMB Bank, n.a. 0.00% Add +6.8% 1,279 $38K
Whittier Trust Co. 0.00% No change 1,000 $36K
Cromwell Holdings LLC 0.02% Add +39.7% 1,200 $35K
Sound Income Strategies, LLC 0.00% Reduce -4.6% 837 $35K
TD Private Client Wealth LLC 0.00% Reduce -10.1% 1,163 $34K
Banque Cantonale Vaudoise 0.00% Reduce -27.5% 1,123 $33K
Basecamp Wealth Advisors LLC 0.01% — 1,061 $31K
Flagship Harbor Advisors, LLC 0.00% New 1,056 $31K
T. Rowe Price Investment Management, Inc. 0.00% Add +14.4% 1,022 $31K
NewEdge Advisors, LLC 0.00% Reduce -93.4% 1,016 $30K
Heritage Wealth Advisors 0.00% No change 1,000 $29K
Maj Invest Holding A/S 0.00% No change 990 $29K
CYBER HORNET ETFs LLC 0.02% Add +6.6% 968 $29K
Sittner & Nelson, LLC 0.01% No change 690 $28K
Sentry Investment Management LLC 0.02% No change 924 $27K
Costello Asset Management, INC 0.01% No change 900 $27K
First Command Advisory Services, Inc. 0.00% Reduce -46.8% 852 $25K
Smartleaf Asset Management LLC 0.00% Reduce -8.5% 826 $25K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -18.1% 866 $25K
Asset Dedication, LLC 0.00% No change 843 $25K
AlphaQuest LLC 0.00% Reduce -97.7% 841 $25K
Physician Wealth Advisors, Inc. 0.00% No change 822 $24K
Bokf, NA 0.00% Reduce -22.4% 770 $23K
J.Safra Asset Management Corp 0.00% New 766 $23K
Crewe Advisors LLC 0.00% No change 726 $21K
Mowery & Schoenfeld Wealth Management, LLC 0.03% No change 700 $21K
MCF Advisors LLC 0.00% New 700 $21K
Versant Capital Management, Inc 0.00% Add +175.0% 682 $20K
Frazier Financial Advisors, LLC 0.01% No change 636 $19K
CENTRAL TRUST Co 0.00% Reduce -13.0% 618 $18K
Valley National Advisers Inc. 0.00% Reduce -2.4% 616 $18K
Assetmark, Inc. 0.00% Reduce -47.2% 593 $17K
Lanark Financial, Inc. 0.00% Add +16.1% 542 $16K
JFS Wealth Advisors, LLC 0.00% Add +5.1% 533 $16K
Medallion Wealth Advisors, LLC 0.01% No change 525 $15K
CoreCap Advisors, LLC 0.00% Reduce -57.1% 525 $15K
Pacifica Partners Inc. 0.01% No change 500 $15K
American National Bank & Trust 0.00% No change 521 $15K
Archer Investment Corp 0.00% No change 520 $15K
Summit Securities Group LLC 0.00% Reduce -13.3% 517 $15K
Covestor Ltd 0.01% Add +12.5% 496 $15K
Consultiva Wealth Management, Corp. 0.04% No change 500 $15K
Oakworth Capital, Inc. 0.00% No change 500 $15K
Ancora Advisors LLC 0.00% Add +250.0% 497 $15K
Elyxium Wealth, LLC 0.00% New 496 $15K
Basepoint Wealth LLC 0.01% New 494 $15K
DV Equities, LLC 0.00% — 485 $14K
Spire Wealth Management 0.00% Add +6.0% 463 $14K
Boreal Capital Management LLC 0.01% Reduce -20.0% 400 $12K
Birchbrook, Inc. 0.01% No change 400 $12K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.01% No change 400 $12K
Bogart Wealth, LLC 0.00% Reduce -8.7% 400 $12K
Rothschild Investment LLC 0.00% Reduce -37.7% 387 $11K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -21.1% 375 $11K
Storebrand Asset Management As 0.00% Reduce -75.6% 350 $10K
EverSource Wealth Advisors, LLC 0.00% Reduce -32.7% 344 $10K
GW&K Investment Management, LLC 0.00% Reduce -11.8% 337 $10K
Ameriflex Group, Inc. 0.00% Reduce -74.2% 320 $9K
Country Trust Bank 0.00% No change 318 $9K
Manchester Capital Management LLC 0.00% Add +1850.0% 312 $9K
Sachetta, LLC 0.01% Reduce -8.0% 310 $9K
Bank & Trust Co 0.01% No change 306 $9K
JTC Employer Solutions Trustee Ltd 0.00% No change 300 $9K
Evelyn Partners Investment Management Services Ltd 0.00% No change 304 $9K
Financial Consulate, Inc. 0.00% Reduce -6.2% 302 $9K
Quintet Private Bank (Europe) S.A. 0.00% No change 302 $9K
New England Capital Financial Advisors LLC 0.00% No change 300 $9K
Triumph Capital Management 0.00% New 300 $9K
Private Trust Co. NA 0.00% Add +218.2% 280 $8K
Arax Advisory Partners 0.00% New 274 $8K
Atlantic Union Bankshares Corp 0.00% Reduce -19.7% 273 $8K
TD Waterhouse Canada Inc. 0.00% Reduce -66.9% 264 $8K
Armstrong Advisory Group, Inc. 0.00% No change 263 $8K
Activest Wealth Management 0.00% Reduce -60.1% 261 $8K
Ofi Invest Asset Management 0.00% No change 298 $7K
Piscataqua Savings Bank 0.01% No change 250 $7K
Flagship Wealth Advisors, LLC 0.00% No change 235 $7K
Financial Perspectives, Inc 0.00% No change 230 $7K
Murphy & Mullick Capital Management Corp 0.00% Reduce -8.4% 229 $7K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 215 $6K
Center for Financial Planning, Inc. 0.00% No change 210 $6K
Farmers & Merchants Investments Inc. 0.00% No change 210 $6K
Innovative Advisory Group, LLC 0.00% No change 203 $6K
WealthCollab, LLC 0.00% No change 200 $6K
Towne Trust Company, N.A 0.00% No change 200 $6K
Vision Retirement, LLC 0.00% — 200 $6K
HHM Wealth Advisors, LLC 0.00% No change 200 $6K
Quent Capital, LLC 0.00% Reduce -35.3% 198 $6K
Union Bancaire Privee, UBP SA 0.00% Reduce -90.0% 200 $6K
GoalVest Advisory LLC 0.00% New 175 $5K
SHP Wealth Management 0.00% — 164 $5K
JDM Financial Group LLC 0.00% No change 150 $4K
Steigerwald, Gordon & Koch Inc. 0.00% No change 150 $4K
Trust Co. of Vermont 0.00% No change 150 $4K
Geneos Wealth Management Inc. 0.00% No change 146 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +45.0% 145 $4K
Clearstead Advisors, LLC 0.00% Add +8.5% 141 $4K
Prestige Wealth Management Group LLC 0.00% Add +4.6% 137 $4K
Strategic Wealth Partners, Ltd. 0.00% Reduce -17.5% 137 $4K
Meeder Asset Management Inc. 0.00% Reduce -0.7% 137 $4K
Atlantic Private Wealth, LLC 0.00% No change 136 $4K
Avion Wealth 0.00% Add +142.9% 136 $4K
Keating Financial Advisory Services, Inc. 0.00% — 135 $4K
Private Wealth Asset Management, LLC 0.00% No change 127 $4K
Legacy Bridge, LLC 0.00% New 126 $4K
Private Wealth Management Group, LLC 0.00% Reduce -54.4% 124 $4K
Kennebec Savings Bank 0.00% No change 121 $4K
MV Capital Management, Inc. 0.00% Reduce -40.4% 118 $3K
Optima Capital LLC 0.00% New 115 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 111 $3K
Brown Shipley& Co Ltd 0.00% No change 104 $3K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -25.2% 104 $3K
IFC & Insurance Marketing, Inc. 0.00% — 100 $3K
Coston, McIsaac & Partners 0.00% No change 109 $3K
Vision Financial Markets LLC 0.00% No change 100 $3K
Chelsea Counsel Co. 0.00% Reduce -2.0% 100 $3K
Cedar Wealth Management, LLC 0.00% No change 100 $3K
Field & Main Bank 0.00% No change 100 $3K
Measured Wealth Private Client Group, LLC 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
Clearstead Trust, LLC 0.00% Reduce -44.8% 96 $3K
GPS Wealth Strategies Group, LLC 0.00% Reduce -50.8% 95 $3K
Root Financial Partners, LLC 0.00% Reduce -44.8% 95 $3K
Millstone Evans Group, LLC 0.00% No change 87 $3K
DB Fitzpatrick & Co, Inc 0.00% Reduce -15.0% 85 $3K
ORG Partners LLC 0.00% Reduce -79.3% 83 $2K
Howard Hughes Medical Institute 0.00% Add +1.4% 75 $2K
Bell Investment Advisors, Inc 0.00% Add +10.3% 75 $2K
Elevation Wealth Partners, LLC 0.00% Add +146.7% 74 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -48.6% 74 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -35.1% 72 $2K
Eq Wealth Advisors, LLC 0.00% New 69 $2K
TrinityBridge Ltd 0.00% No change 75 $2K
Hurley Capital, LLC 0.00% Reduce -61.7% 64 $2K
Louisbourg Investments Inc. 0.00% No change 62 $2K
Hughes Financial Services, LLC 0.00% No change 60 $2K
Vermillion & White Wealth Management Group, LLC 0.00% New 56 $2K
Abound Wealth Management 0.00% Reduce -12.7% 55 $2K
IFS Advisors, LLC 0.00% No change 55 $2K
Golden State Wealth Management, LLC 0.00% No change 53 $2K
Key Financial Inc 0.00% No change 51 $2K
Bernard Wealth Management Corp. 0.00% No change 50 $1K
City State Bank 0.00% No change 50 $1K
HM Payson & Co. 0.00% No change 50 $1K
Curio Wealth, LLC 0.00% New 44 $1K
Raffa Wealth Management, LLC 0.00% Add +2.1% 48 $1K
Glen Eagle Advisors, LLC 0.00% No change 47 $1K
Bare Financial Services, Inc 0.00% New 46 $1K
Blume Capital Management, Inc. 0.00% No change 45 $1K
Monetary Solutions, Ltd 0.00% — 45 $1K
Retirement Wealth Solutions LLC 0.00% Add +15.8% 44 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 41 $1K
Sunrise Financial Services, LLC 0.00% — 40 $1K
Dynamic Wealth Strategies, LLC 0.00% No change 40 $1K
GHP Investment Advisors, Inc. 0.00% No change 40 $1K
PayPay Securities Corp 0.03% Reduce -2.5% 39 $1K
RMG Wealth Management LLC 0.00% No change 21 $1K
Toth Financial Advisory Corp. 0.00% No change 35 $1K
Turning Point Benefit Group, Inc. 0.00% Add +3400.0% 35 $1K
Resources Management Corp. /CT/ 0.00% Reduce -33.3% 40 $1K
Johnson Financial Group, Inc. 0.00% Reduce -84.7% 33 $974
Cornerstone Planning Group LLC 0.00% Reduce -43.2% 21 $951
Signature Resources Capital Management, LLC 0.00% No change 32 $944
Salomon & Ludwin, LLC 0.00% No change 28 $901
Kilter Group LLC 0.00% Add +200.0% 30 $885
WestEnd Advisors, LLC 0.00% Add +125.0% 27 $796
Godfrey Financial Associates, Inc. 0.00% — 26 $767
Whittier Trust Co. of Nevada Inc. 0.00% No change 21 $749
Gen-Wealth Partners Inc 0.00% No change 25 $737
McIlrath & Eck, LLC 0.00% No change 25 $737
SouthState Bank Corp 0.00% Reduce -71.1% 24 $714
Nvwm, LLC 0.00% No change 24 $708
Creative Financial Designs Inc. 0.00% No change 24 $708
Clayton Financial Group LLC 0.00% New 21 $620
Pacific Center for Financial Services 0.00% No change 24 $620
TFC Financial Management, Inc. 0.00% Reduce -84.8% 19 $561
Principia Wealth Advisory, LLC 0.00% Reduce -20.8% 19 $560
Fortitude Family Office, LLC 0.00% Reduce -70.8% 19 $560
Dunhill Financial, LLC 0.00% Add +125.0% 18 $535
Clark Wealth Partners 0.00% No change 17 $501
SOA Wealth Advisors, LLC. 0.00% Reduce -88.4% 17 $501
PFS Partners, LLC 0.00% Add +54.5% 17 $498
Winnacle Wealth LLC 0.00% New 16 $480
Torren Management, LLC 0.00% — 16 $472
WPG Advisers, LLC 0.00% No change 15 $442
Daytona Street Capital LLC 0.00% — 15 $442
North Star Investment Management Corp. 0.00% New 15 $442
Fairscale Capital, LLC 0.00% No change 14 $413
Modus Advisors, LLC 0.00% New 14 $413
Cullen/Frost Bankers, Inc. 0.00% New 14 $413
Cheviot Value Management, LLC 0.00% No change 9 $408
Strive Financial Group ,LLC 0.00% — 13 $386
IMG Wealth Management, Inc. 0.00% No change 13 $383
Cedar Mountain Advisors, LLC 0.00% No change 13 $383
Scarborough Advisors, LLC 0.00% Reduce -7.1% 13 $383
LRI Investments, LLC 0.00% No change 13 $383
Addison Advisors LLC 0.00% No change 12 $354
Cape Investment Advisory, Inc. 0.00% Reduce -72.1% 12 $354
Mark Sheptoff Financial Planning, LLC 0.00% No change 10 $295
Navalign, LLC 0.00% New 10 $295
Tompkins Financial Corp. 0.00% No change 10 $295
Plante Moran Financial Advisors, LLC 0.00% No change 10 $295
Sunbelt Securities, Inc. 0.00% No change 10 $295
Foster Dykema Cabot & Partners, LLC 0.00% No change 10 $295
Aventura Private Wealth, LLC 0.00% No change 9 $265
Signature Equity Partners, LLC 0.00% — 8 $236
Bay Harbor Wealth Management, LLC 0.00% Add +60.0% 8 $235
Reflection Asset Management 0.00% — 7 $222
Winch Advisory Services, LLC 0.00% No change 7 $206
Strengthening Families & Communities, LLC 0.00% Reduce -25.0% 6 $177
Stephens Consulting, LLC 0.00% Reduce -98.8% 6 $177
Catherine Avery Investment Management LLC 0.00% No change 6 $177
McGuire Capital Advisors Inc. 0.00% — 6 $177
Chapman Financial Group, LLC 0.00% No change 5 $148
MTM Investment Management, LLC 0.00% No change 5 $147
Whipplewood Advisors, LLC 0.00% New 4 $118
Garton & Associates Financial Advisors LLC 0.00% — 4 $118
Transamerica Financial Advisors, LLC 0.00% Reduce -76.5% 4 $118
Quest 10 Wealth Builders, Inc. 0.00% No change 3 $91
Valued Wealth Advisors LLC 0.00% No change 3 $89
Rialto Wealth Management, LLC 0.00% No change 3 $89
BankPlus Trust Department 0.00% No change 3 $88
MPWM Advisory Solutions, LLC 0.00% No change 3 $88
Strategic Advocates LLC 0.00% Reduce -75.0% 2 $61
ROSS\JOHNSON & Associates LLC 0.00% No change 2 $59
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $30
HFM Investment Advisors, LLC 0.00% No change 1 $30
Hanson & Doremus Investment Management 0.00% New 9 $0
Capital Advisors, Ltd. LLC 0.00% Reduce -71.4% 6 $0

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