ModernaMRNA

13F holders, Q1 2026 (March 31)
727holders +51
131new positions
82sold out
8famous investors
$50.73avg. 13F price*

At the end of Q1 2026, 727 institutions reported holding Moderna Inc. (MRNA) in their 13F filings, up 51 from Q4 2025. 131 opened new positions and 82 sold out. The largest holders were FMR LLC ($2.3B), BlackRock, Inc. ($1.5B) and Vanguard Capital Management LLC ($1.2B). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions131$192.0M
Exits82$138.9M

All 13F filers, Q4 2025 → Q1 2026: 43,337,827 shares bought and 29,095,073 shares sold, net +14,242,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 727 holders

FMR LLC 0.12% Add +62.9% 45,672,024 $2.3B
BlackRock, Inc. 0.03% Reduce -8.8% 29,635,876 $1.5B
Vanguard Capital Management LLC 0.03% — 22,872,458 $1.2B
Baillie Gifford & Co. 1.04% Reduce -2.9% 19,985,876 $1.0B
Capital World Investors 0.13% Add +45.8% 18,697,694 $949.8M
Vanguard Portfolio Management LLC 0.04% — 15,616,367 $793.3M
State Street Corp. 0.03% Reduce -9.2% 14,861,409 $755.0M
Geode Capital Management, LLC 0.03% Add +2.3% 9,435,132 $478.5M
Two Sigma Investments, LP 0.40% Add +23.8% 9,086,404 $461.6M
Morgan Stanley 0.03% Reduce -4.5% 8,471,263 $430.3M
Theleme Partners LLP 27.24% Reduce -0.4% 8,048,245 $408.9M
Goldman Sachs Group Inc. 0.04% Add +67.2% 6,603,697 $335.5M
Invesco Ltd. 0.02% Reduce -31.9% 4,784,758 $243.1M
Charles Schwab Investment Management Inc. 0.04% Add +2.4% 4,734,356 $240.5M
Flagship Pioneering, LLC 20.26% No change 4,632,149 $235.3M
UBS Group AG 0.04% Add +7.9% 4,407,907 $223.9M
BNP Paribas Financial Markets 0.15% Add +4.0% 4,317,219 $219.3M
Alyeska Investment Group, L.P. 0.58% Add +25.5% 4,051,185 $205.8M
Northern Trust Corp. 0.02% Reduce -1.7% 2,952,041 $150.0M
Banque Pictet & Cie SA 1.62% Reduce -12.2% 2,748,754 $139.6M
First Trust Advisors LP 0.09% Add +59.3% 2,392,693 $121.5M
Wellington Management Group LLP 0.02% Add +2730.4% 2,357,597 $119.8M
Merck & Co., Inc. 33.56% No change 2,308,190 $117.3M
Dimensional Fund Advisors LP 0.02% Add +19.2% 2,132,167 $108.2M
Federated Hermes, Inc. 0.16% Reduce -9.3% 1,977,079 $100.4M
Vanguard Fiduciary Trust Co. 0.03% — 1,966,317 $99.9M
National Bank of Canada 0.09% Reduce -15.7% 1,817,001 $92.3M
Bank of New York Mellon Corp 0.02% Reduce -2.2% 1,691,205 $85.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +2.0% 1,620,574 $82.3M
Citigroup Inc. 0.05% Reduce -23.6% 1,480,034 $75.2M
Douglas Lane & Associates, LLC 0.96% Add +1.6% 1,311,480 $66.6M
JPMorgan Chase & Co. 0.00% Add +30.0% 1,317,601 $63.5M
Nuveen, LLC 0.01% Reduce -4.1% 1,078,194 $54.8M
Millennium Management 0.04% Add +152.5% 1,019,208 $51.8M
Royal Bank of Canada 0.01% Reduce -12.6% 999,340 $50.8M
Allianz Asset Management GmbH 0.06% Add +5455.4% 988,908 $50.2M
Bank of America Corp. 0.00% Reduce -28.3% 986,360 $50.1M
Barclays PLC 0.02% Reduce -39.6% 932,269 $47.4M
Amundi 0.01% Reduce -20.9% 904,823 $46.0M
Renaissance Technologies 0.07% Add +55.0% 881,200 $44.8M
Deutsche Bank AG 0.01% Reduce -27.7% 810,253 $41.2M
Lingotto Investment Management LLP 0.77% Add +53.2% 763,907 $38.8M
Legal & General Group Plc 0.01% Reduce -19.9% 750,841 $38.1M
Letko, Brosseau & Associates Inc. 0.61% Add +3.1% 748,815 $38.0M
T. Rowe Price Associates Inc. 0.00% Add +49.5% 738,578 $37.5M
Vanguard Global Advisers, LLC 0.02% — 735,962 $37.4M
Russell Investments Group, Ltd. 0.04% Add +104.7% 710,640 $36.1M
Qube Research & Technologies Ltd 0.05% New 700,692 $35.6M
Swiss National Bank 0.02% Add +0.4% 696,100 $35.4M
D. E. Shaw & Co. 0.03% Reduce -87.1% 666,532 $33.9M
Pictet Asset Management Holding SA 0.03% Reduce -8.4% 676,117 $32.8M
Step Capital Management Pte. Ltd. 13.15% No change 645,000 $32.8M
California Public Employees Retirement System 0.02% Add +31.1% 628,160 $31.9M
Capital Fund Management S.A. 0.26% Reduce -39.2% 569,930 $29.0M
Rhumbline Advisers 0.02% Reduce -9.7% 560,359 $28.5M
Telemark Asset Management, LLC 2.35% New 500,000 $25.4M
Citadel Advisors 0.02% Reduce -15.4% 489,770 $24.9M
Voloridge Investment Management, LLC 0.10% Reduce -68.7% 485,719 $24.7M
HSBC Holdings PLC 0.01% Reduce -23.2% 490,088 $24.6M
Trexquant Investment LP 0.18% New 483,971 $24.6M
Ofi Invest Asset Management 0.32% Add +183752.7% 547,881 $24.2M
Susquehanna Portfolio Strategies, LLC 0.36% No change 471,043 $23.9M
Voya Investment Management LLC 0.03% Reduce -3.8% 439,076 $22.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +8.9% 424,625 $21.6M
California State Teachers Retirement System 0.02% Add +16.8% 407,190 $20.7M
Mount Capital Ltd 8.09% New 395,200 $20.1M
Principal Financial Group Inc. 0.01% Add +1.0% 387,718 $19.7M
Cwm, LLC 0.05% Reduce -0.6% 386,906 $19.7M
HRT Financial LP 0.05% New 368,421 $18.7M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +136.3% 340,902 $17.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 318,776 $16.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -29.7% 314,872 $16.0M
Leonteq Securities AG 0.93% Reduce -9.9% 302,375 $15.4M
State Board of Administration of Florida Retirement System 0.03% Reduce -3.0% 302,114 $15.3M
Bank of Montreal 0.01% Reduce -19.2% 297,803 $15.1M
Canada Pension Plan Investment Board 0.01% Reduce -7.1% 276,069 $14.0M
New York State Teachers Retirement System 0.03% No change 266,399 $13.5M
SG Americas Securities, LLC 0.01% Reduce -10.0% 250,868 $12.7M
Van Eck Associates Corp. 0.01% Add +8.1% 246,431 $12.5M
Algert Global LLC 0.18% Add +28.8% 237,418 $12.1M
Candriam S.C.A. 0.06% Add +0.8% 230,824 $11.7M
Alliancebernstein L.P. 0.00% Reduce -2.8% 393,975 $11.6M
State of Wisconsin Investment Board 0.03% Reduce -0.3% 227,162 $11.5M
Plustick Management LLC 5.40% Add +69.2% 220,000 $11.2M
Simplex Trading, LLC 0.35% Add +144.8% 219,573 $11.2M
Squarepoint Ops LLC 0.02% Reduce -78.2% 212,709 $10.8M
DekaBank Deutsche Girozentrale 0.02% No change 220,245 $10.8M
Woodline Partners LP 0.04% Add +3.3% 211,473 $10.7M
Credit Agricole S A 0.03% Reduce -7.9% 200,797 $10.2M
Point72 Asset Management 0.02% New 197,844 $10.1M
Raymond James Financial Inc. 0.00% Add +81.6% 197,219 $10.0M
Twin Focus Capital Partners, LLC 1.08% Add +0.1% 185,601 $9.4M
TD Asset Management Inc 0.01% Add +198.2% 179,583 $9.1M
LPL Financial LLC 0.00% Reduce -20.6% 178,040 $9.0M
New York State Common Retirement Fund 0.01% No change 176,800 $9.0M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.8% 171,318 $8.7M
Prudential Financial Inc. 0.01% Add +0.2% 170,898 $8.7M
Bank Pictet & Cie (Europe) AG 0.18% Reduce -48.1% 168,606 $8.6M
Quantinno Capital Management LP 0.01% Add +74.7% 168,077 $8.5M
Teachers Retirement System of the State of Kentucky 0.07% Reduce -3.2% 167,322 $8.5M
Vontobel Holding Ltd. 0.03% Add +22.6% 163,422 $8.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +14.7% 160,161 $8.1M
Eversept Partners, LP 0.53% Reduce -40.4% 159,708 $8.1M
Janus Henderson Group PLC 0.00% Add +4.1% 159,372 $8.1M
Treasurer of the State of North Carolina 0.02% Add +2.2% 153,407 $7.8M
CANADA LIFE ASSURANCE Co 0.01% Add +4.1% 148,181 $7.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +2.0% 147,589 $7.5M
Gateway Investment Advisers LLC 0.08% Add +4.1% 146,265 $7.4M
Wells Fargo & Company 0.00% Add +15.2% 143,765 $7.3M
Ameriprise Financial Inc. 0.00% Reduce -34.2% 143,449 $7.3M
Tudor Investment Corporation 0.04% Add +48.8% 143,115 $7.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +57.4% 135,932 $7.0M
Marshall Wace, LLP 0.01% Add +12.0% 133,815 $6.8M
Banco Santander, S.A. 0.05% Reduce -35.8% 133,029 $6.8M
Sei Investments Co. 0.01% Add +76.2% 129,395 $6.6M
Compagnie Lombard Odier SCmA 0.08% Reduce -10.8% 125,738 $6.4M
Chapin Davis, Inc. 1.42% New 125,539 $6.4M
Twin Tree Management, LP 1.34% Add +83.6% 125,203 $6.4M
State of New Jersey Common Pension Fund D 0.02% Reduce -4.6% 120,182 $6.1M
Rafferty Asset Management, LLC 0.02% Reduce -52.0% 114,194 $5.8M
Handelsbanken Fonder AB 0.02% Add +9.6% 111,600 $5.7M
Public Employees Retirement System of Ohio 0.02% Reduce -3.3% 104,301 $5.3M
Tang Capital Management LLC 0.26% Reduce -85.6% 100,000 $5.1M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -53.8% 99,952 $5.1M
South Dakota Investment Council 0.10% Reduce -41.1% 99,552 $5.1M
Neuberger Berman Group LLC 0.00% Add +6.0% 99,545 $5.1M
Public Sector Pension Investment Board 0.02% Add +11.8% 98,962 $5.0M
CIBC Bancorp USA Inc. 0.01% — 98,515 $5.0M
New York Life Investment Management LLC 0.04% Add +22.9% 98,483 $5.0M
Arizona State Retirement System 0.03% Reduce -1.4% 96,593 $4.9M
Czech National Bank 0.03% Add +3.3% 94,709 $4.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -5.6% 93,951 $4.8M
Tidal Investments LLC 0.01% Add +501.3% 97,031 $4.8M
Weiss Asset Management LP 0.12% Add +190.9% 93,720 $4.8M
Havemeyer Place LP 0.53% Add +81.0% 91,195 $4.6M
State of Michigan Retirement System 0.02% Reduce -0.2% 90,841 $4.6M
Brevan Howard Capital Management LP 0.05% Add +735.1% 89,594 $4.6M
Vanguard Investments Australia, Ltd. 0.01% — 89,128 $4.5M
Patton Fund Management, Inc. 0.76% Add +1080.4% 88,410 $4.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +13.1% 87,316 $4.4M
Creative Planning 0.00% Add +8.2% 86,909 $4.4M
Engineers Gate Manager LP 0.05% Add +193.7% 83,459 $4.2M
MetLife Investment Management, LLC 0.02% Reduce -2.5% 81,427 $4.1M
Cetera Investment Advisers 0.00% Add +28.1% 81,306 $4.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.2% 81,007 $4.1M
Hamilton Wealth, LLC 0.80% Reduce -23.2% 80,728 $4.1M
KLP Kapitalforvaltning As 0.02% Add +1.4% 79,500 $4.0M
CIBC Asset Management Inc 0.01% Add +0.5% 78,526 $4.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +19.1% 81,612 $4.0M
Prospera Financial Services Inc 0.06% New 77,622 $3.9M
STRS Ohio 0.02% Add +802.5% 77,471 $3.9M
Financial Gravity Asset Management, Inc. 0.70% Reduce -1.9% 77,066 $3.9M
American Century Companies Inc. 0.00% Add +31.1% 76,687 $3.9M
Cinctive Capital Management LP 0.25% Add +5.1% 76,043 $3.9M
Casdin Capital, LLC 0.29% New 75,000 $3.8M
Bridgewater Associates 0.02% Add +392.9% 74,822 $3.8M
Morningstar Investment Management LLC 0.23% Add +4.4% 73,982 $3.8M
Retirement Systems of Alabama 0.01% Reduce -0.2% 73,848 $3.8M
ProShare Advisors LLC 0.01% Reduce -16.5% 71,342 $3.6M
Edmond DE Rothschild Holding S.A. 0.05% Reduce -0.5% 70,747 $3.6M
China Universal Asset Management Co., Ltd. 0.27% Add +10.1% 70,085 $3.6M
PNC Financial Services Group, Inc. 0.00% Add +41.3% 69,883 $3.6M
Cibc World Market Inc. 0.01% Add +687.2% 69,817 $3.5M
DC Investments Management, LLC 1.33% No change 68,624 $3.5M
State of Tennessee, Department of Treasury 0.01% Reduce -11.9% 67,822 $3.4M
Amalgamated Bank 0.02% Reduce -1.2% 63,811 $3.2M
Marex Group Ltd 0.03% Add +123.1% 63,622 $3.2M
Jain Global LLC 0.04% Add +134.1% 62,646 $3.2M
Toronto Dominion Bank 0.01% Reduce -20.3% 62,012 $3.2M
PEAK6 LLC 0.09% Reduce -37.1% 60,583 $3.1M
Fifth Third Bancorp 0.01% Add +157.6% 60,341 $3.1M
Utah Retirement Systems 0.03% Reduce -0.5% 58,257 $3.0M
Guggenheim Capital LLC 0.02% Reduce -14.1% 56,087 $2.8M
EFG International AG 0.06% Add +119.5% 55,691 $2.8M
Police & Firemen's Retirement System of New Jersey 0.02% Add +5.2% 55,490 $2.8M
D.A. Davidson & Co. 0.02% Reduce -33.7% 55,397 $2.8M
Catalyst Funds Management Pty Ltd 0.48% New 55,363 $2.8M
Caitong International Asset Management Co., Ltd 0.52% New 55,071 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -96.6% 54,840 $2.8M
Corient Private Wealth LP 0.00% Add +57.2% 54,711 $2.8M
Aufman Associates Inc 1.35% Add +31.9% 56,998 $2.7M
Victory Capital Management Inc. 0.00% Add +4.3% 53,802 $2.7M
DNB Asset Management AS 0.01% New 51,901 $2.6M
Parallax Volatility Advisers, L.P. 0.14% Add +58.5% 47,891 $2.6M
NEOS Investment Management LLC 0.01% Add +8.9% 50,220 $2.6M
Collar Capital Management, LLC 1.63% Reduce -2.0% 49,686 $2.5M
Commonwealth Equity Services, LLC 0.00% Add +11.3% 48,540 $2.5M
Commerce Bank 0.01% Add +39.9% 48,508 $2.5M
Stifel Financial Corp. 0.00% Reduce -15.6% 48,317 $2.5M
Legal Advantage Investments, Inc. 1.26% No change 48,175 $2.4M
Group One Trading LLC 0.08% Reduce -74.8% 47,901 $2.4M
Teacher Retirement System of Texas 0.01% Reduce -12.5% 45,607 $2.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Reduce -25.4% 44,850 $2.3M
J.P. Marvel Investment Advisors, LLC 0.32% Add +12.3% 44,335 $2.3M
XTX Topco Ltd 0.04% New 43,658 $2.2M
Vanguard Personalized Indexing Management, LLC 0.02% Add +14.5% 43,461 $2.2M
Yousif Capital Management, LLC 0.03% Reduce -7.3% 42,981 $2.2M
Panagora Asset Management Inc. 0.01% Reduce -5.0% 42,525 $2.2M
Jones Financial Companies LLLP 0.00% Add +7.8% 42,835 $2.1M
Defiance ETFs, LLC 0.03% New 41,367 $2.1M
Allstate Corp. 0.02% New 41,326 $2.1M
Mercer Global Advisors Inc. 0.00% Reduce -62.4% 40,906 $2.1M
Nomura Holdings Inc. 0.02% Add +17.6% 40,543 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -8.3% 40,197 $2.0M
Oregon Public Employees Retirement Fund 0.03% Add +0.3% 39,848 $2.0M
Jane Street Group, LLC 0.00% Add +77.5% 39,463 $2.0M
Profund Advisors LLC 0.07% Reduce -49.9% 39,012 $2.0M
Xponance LLC 0.01% Add +27.1% 38,551 $2.0M
Employees Retirement System of Texas 0.02% No change 38,329 $1.9M
Envestnet Asset Management Inc. 0.00% Add +45.3% 38,290 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Reduce -15.7% 37,887 $1.9M
AQR Capital Management 0.00% Add +219.0% 38,315 $1.9M
Mackenzie Financial Corp. 0.00% Add +217.5% 37,365 $1.9M
Cerity Partners LLC 0.00% Add +33.6% 37,150 $1.9M
Mutual of America Capital Management LLC 0.02% Reduce -0.9% 36,921 $1.9M
UniSuper Management Pty Ltd 0.01% Reduce -36.8% 36,850 $1.9M
Himension Capital (singapore) Pte. LTD. 0.14% Reduce -38.8% 35,338 $1.8M
180 Wealth Advisors, LLC 0.20% Add +3.3% 35,139 $1.8M
State of Alaska, Department of Revenue 0.02% Add +3.1% 34,807 $1.8M
Twinbeech Capital LP 0.18% Reduce -87.7% 34,668 $1.8M
Green Alpha Advisors, LLC 1.72% Add +3.6% 34,338 $1.7M
Fortis Capital Advisors, LLC 0.23% Add +314.4% 34,042 $1.7M
Belpointe Asset Management LLC 0.06% Add +314.4% 34,042 $1.7M
Daiwa Securities Group Inc. 0.01% Add +21.4% 33,875 $1.7M
Public Employees Retirement Association of Colorado 0.01% No change 33,734 $1.7M
Tower Research Capital LLC (TRC) 0.04% Add +88.7% 33,728 $1.7M
Wittenberg Investment Management, Inc. 0.64% No change 33,500 $1.7M
Empowered Funds, LLC 0.01% Add +143.5% 33,436 $1.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +6.5% 33,098 $1.7M
Rakuten Investment Management, Inc. 0.00% Add +10.4% 34,249 $1.7M
Thrivent Financial for Lutherans 0.00% Add +131.1% 30,477 $1.5M
Privium Fund Management B.V. 0.32% Reduce -39.5% 29,994 $1.5M
Ensign Peak Advisors, Inc 0.00% Add +61.0% 29,307 $1.5M
M&T Bank Corp 0.00% Add +17.3% 29,279 $1.5M
Gsa Capital Partners LLP 0.09% Add +14.3% 29,238 $1.5M
Nicollet Investment Management, Inc. 0.51% Reduce -4.2% 29,122 $1.5M
Virtus Investment Advisers, LLC 0.40% Add +23.5% 28,656 $1.5M
Meitav Investment House Ltd. 0.02% Reduce -37.2% 27,143 $1.4M
SIH Partners, LLLP 0.04% New 26,946 $1.4M
GFS Advisors, LLC 0.09% New 100,000 $1.3M
HighTower Advisors, LLC 0.00% Add +33.0% 26,175 $1.3M
Sigma Planning Corp 0.04% Reduce -16.4% 25,705 $1.3M
Swiss Life Asset Management Ltd 0.01% Add +38.6% 25,661 $1.3M
Nisa Investment Advisors, LLC 0.00% Add +20.1% 25,432 $1.3M
Quattro Financial Advisors LLC 0.38% No change 25,000 $1.3M
Credit Industriel Et Commercial 0.22% Add +371.6% 24,038 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +104.0% 23,451 $1.2M
Brooklyn Investment Group 0.04% Add +26.1% 23,110 $1.2M
Militia Capital Management LLC 0.26% — 23,001 $1.2M
Franklin Resources Inc. 0.00% Reduce -2.8% 22,527 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.5% 22,205 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +59.0% 21,850 $1.1M
Norinchukin Bank, The 0.01% Add +0.2% 21,587 $1.1M
Friedenthal Financial 0.55% New 21,574 $1.1M
Mizuho Securities USA LLC 0.03% Reduce -17.0% 21,023 $1.1M
Pathstone Holdings, LLC 0.00% Add +177.4% 20,928 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -5.8% 20,816 $1.1M
Blue Sky Capital Consultants Group, Inc. 0.50% Add +0.7% 20,588 $1.0M
Rockefeller Capital Management L.P. 0.00% Add +9.6% 20,578 $1.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +4.1% 20,543 $1.0M
Exchange Traded Concepts, LLC 0.01% Reduce -47.0% 20,470 $1.0M
Wealthfront Advisers LLC 0.00% Add +47.4% 20,244 $1.0M
Montaka Global Pty Ltd 0.61% Add +47.8% 20,058 $1.0M
Hartford Investment Management Co. 0.03% No change 19,980 $1.0M
Farther Finance Advisors, LLC 0.01% Add +335.4% 20,211 $1.0M
John G Ullman & Associates Inc. 0.13% Reduce -7.6% 19,550 $993K
Intech Investment Management LLC 0.01% Add +94.9% 19,526 $992K
BDF-Gestion 0.13% No change 19,323 $982K
Nomura Asset Management International Inc. 0.00% Reduce -3.6% 19,284 $980K
Northwestern Mutual Wealth Management Co. 0.00% Add +24.7% 19,187 $975K
Jefferies Financial Group Inc. 0.01% Reduce -58.4% 19,000 $965K
Crossmark Global Holdings, Inc. 0.01% Reduce -8.8% 18,926 $961K
Mirabaud & Cie SA 0.38% Reduce -63.6% 18,366 $933K
Cresset Asset Management, LLC 0.00% Add +3.7% 18,243 $927K
Summit Trail Advisors, LLC 0.01% Reduce -30.8% 18,141 $922K
Glenmede Trust Co. NA 0.00% Add +2.7% 18,104 $920K
Banque Transatlantique SA 0.02% Reduce -11.5% 18,077 $916K
Aberdeen Group plc 0.00% Reduce -6.6% 17,951 $912K
Arkadios Wealth Advisors 0.01% Reduce -26.6% 17,857 $907K
Louisiana State Employees Retirement System 0.02% Reduce -0.6% 17,700 $899K
Pacer Advisors, Inc. 0.00% Reduce -36.2% 17,381 $883K
Maryland State Retirement & Pension System 0.02% No change 17,240 $876K
E Fund Management Co., Ltd. 0.03% — 17,237 $876K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1.29% New 17,097 $869K
SBI Securities Co., Ltd. 0.02% Reduce -8.0% 16,795 $853K
Asset Management One Co., Ltd. 0.00% Reduce -6.1% 16,728 $850K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.8% 16,577 $842K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -96.4% 16,510 $839K
West Michigan Advisors, LLC 0.18% New 15,739 $800K
New Mexico Educational Retirement Board 0.02% No change 15,700 $798K
Schonfeld Strategic Advisors LLC 0.01% Reduce -27.9% 15,691 $797K
WESPAC Advisors, LLC 0.43% New 15,577 $791K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -49.4% 15,361 $779K
GAMMA Investing LLC 0.04% Add +49.5% 15,297 $777K
Grey Ledge Advisors, LLC 0.17% Add +0.1% 15,140 $769K
Altshuler Shaham Ltd 0.01% Reduce -34.4% 15,100 $767K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -17.1% 14,855 $755K
Eastern Bank 0.01% No change 14,578 $741K
Capula Management Ltd 0.01% New 14,500 $737K
Nomura Asset Management Co. Ltd. 0.00% Reduce -14.6% 14,418 $732K
Man Group plc 0.00% Reduce -97.3% 14,277 $725K
MUFG Securities EMEA plc 0.01% No change 14,212 $722K
Polymer Capital Management (US) LLC 0.11% New 13,968 $710K
Rathbones Group PLC 0.00% Add +1.4% 13,778 $700K
QRG Capital Management, Inc. 0.01% New 13,666 $694K
Old Port Advisors 0.16% Add +30.9% 13,611 $691K
Ethic Inc. 0.01% Add +11.4% 13,576 $690K
Stone Wealth Partners 0.62% New 13,557 $689K
Natixis Advisors, LLC 0.00% New 13,490 $685K
US Bancorp \de 0.00% Add +21.4% 13,480 $685K
OMERS ADMINISTRATION Corp 0.00% No change 13,458 $684K
Brown Advisory Inc. 0.00% Reduce -5.3% 13,344 $678K
Acadian Asset Management LLC 0.00% Reduce -84.0% 13,380 $677K
Voleon Capital Management LP 0.01% Reduce -40.1% 13,181 $670K
Sanctuary Advisors, LLC 0.00% Reduce -6.9% 13,121 $667K
ExodusPoint Capital Management, LP 0.01% Reduce -66.2% 13,099 $665K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% Reduce -24.2% 12,966 $659K
United Capital Financial Advisors, LLC 0.00% Add +24.5% 12,916 $656K
Ossiam 0.01% Reduce -79.3% 12,781 $649K
Snowden Capital Advisors LLC 0.02% Add +1.2% 12,722 $646K
Generali Investments CEE, investicni spolecnost, a.s. 0.03% No change 12,700 $645K
Blackstone Inc. 0.00% No change 12,613 $641K
Kestra Advisory Services, LLC 0.00% Add +43.5% 12,277 $624K
HB Wealth Management, LLC 0.00% Add +55.4% 12,199 $620K
Sterling Capital Management LLC 0.01% Reduce -43.1% 12,078 $614K
Oppenheimer & Co. Inc. 0.01% Add +75.0% 11,967 $608K
Lido Advisors, LLC 0.00% Reduce -24.7% 11,954 $607K
KBC Group NV 0.00% Reduce -8.5% 11,754 $597K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Add +0.1% 11,729 $596K
Saxon Interests, Inc. 0.20% Add +0.0% 11,657 $592K
Florida Trust Wealth Management Co 0.02% No change 11,419 $580K
Aspen Investment Management Inc 0.18% New 11,390 $579K
Lazard Asset Management LLC 0.00% New 11,364 $577K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 11,127 $565K
Clear Street Group Inc. 0.00% New 11,008 $559K
Perbak Capital Partners LLP 0.14% New 10,991 $558K
Captrust Financial Advisors 0.00% Reduce -10.9% 10,654 $541K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +17.8% 10,523 $535K
North Dakota State Investment Board 0.02% Reduce -13.9% 10,475 $532K
Cidel Asset Management Inc. 0.03% Add +14.6% 10,463 $532K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -25.1% 10,800 $531K
Praxis Investment Management Inc. 0.03% Add +1.3% 10,380 $527K
Kovack Advisors, Inc. 0.03% New 10,380 $523K
Cantor Fitzgerald, L. P. 0.02% New 10,009 $508K
LVM Capital Management Ltd. 0.05% Reduce -30.4% 9,940 $505K
Commerzbank Aktiengesellschaft 0.01% New 9,916 $504K
Moors & Cabot, Inc. 0.02% Reduce -39.8% 9,916 $504K
Mufg Securities Americas Inc. 0.03% Add +2.7% 9,622 $489K
Compound Planning, Inc. 0.01% New 9,517 $483K
Brandywine Managers, LLC 0.28% No change 9,510 $483K
Securian Asset Management, Inc. 0.02% Reduce -1.1% 9,354 $475K
Lake Hills Wealth Management, LLC 0.27% New 9,346 $475K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 9,334 $474K
Capital Analysts, LLC 0.01% Add +0.2% 9,179 $466K
Probity Advisors, Inc. 0.07% Reduce -5.5% 9,144 $465K
Torrey Growth & Income Advisors 0.19% Reduce -1.1% 9,350 $461K
Empirical Finance, LLC 0.02% Reduce -0.1% 8,995 $457K
Caprock Group, LLC 0.01% New 8,946 $454K
Intrinsic Value Partners, LLC 0.35% Reduce -32.2% 8,914 $453K
Coldstream Capital Management Inc. 0.01% Add +11.9% 8,859 $450K
Ausdal Financial Partners, Inc. 0.02% Add +21.1% 8,849 $450K
GF Fund Management Co. LTD. 0.01% Add +14.3% 8,775 $446K
Sankala Group LLC 0.35% Add +2.1% 8,318 $427K
Forum Finance Group S.A. 0.23% — 10,400 $416K
IFP Advisors, Inc 0.01% Add +20.1% 8,149 $414K
Meeder Advisory Services, Inc. 0.02% Add +12.5% 8,118 $412K
Summitry LLC 0.01% New 8,105 $412K
Three Seasons Wealth, LLC 0.16% New 8,016 $407K
Macquarie Group Ltd. 0.00% Reduce -44.5% 8,005 $407K
Eurizon Capital SGR S.p.A. 0.00% Reduce -10.2% 8,104 $402K
Advisory Services Network, LLC 0.01% Add +72.4% 7,908 $402K
OneDigital Investment Advisors LLC 0.00% Reduce -3.9% 7,896 $401K
CX Institutional 0.01% Reduce -2.7% 7,903 $401K
AXA S.A. 0.15% Reduce -28.2% 7,826 $398K
Vident Advisory, LLC 0.00% New 7,788 $396K
Bank of Nova Scotia 0.00% Reduce -87.9% 7,783 $395K
New Insight Wealth Advisors 0.14% Reduce -1.0% 7,777 $395K
Boothbay Fund Management, LLC 0.01% New 7,772 $395K
Focus Partners Wealth 0.00% Reduce -43.3% 7,667 $389K
Mather Group, Llc. 0.00% Add +7.8% 7,645 $388K
Laird Norton Wetherby Trust Company, LLC 0.01% New 7,443 $378K
Blair William & Co. 0.00% Add +5.6% 7,338 $373K
Valeo Financial Advisors, LLC 0.01% Reduce -6.8% 7,317 $372K
Sequoia Financial Advisors, LLC 0.00% New 7,260 $369K
Walleye Trading LLC 0.01% Reduce -97.8% 7,257 $369K
Keybank National Association 0.00% New 7,217 $367K
World Investment Advisors 0.01% Reduce -0.9% 6,999 $356K
EntryPoint Capital, LLC 0.10% Reduce -60.3% 6,917 $351K
Brown Brothers Harriman & Co. 0.00% Add +156.2% 6,843 $348K
Apollon Wealth Management, LLC 0.01% New 6,842 $348K
Private Advisor Group, LLC 0.00% Reduce -31.5% 6,812 $346K
Northwest & Ethical Investments L.P. 0.01% Reduce -54.5% 6,716 $341K
Everett Harris & Co. 0.00% New 6,600 $335K
Vega Investment Solutions 0.08% Reduce -3.1% 6,594 $335K
Metis Global Partners, LLC 0.01% Reduce -13.3% 6,542 $332K
&partners 0.00% New 6,446 $332K
Integrated Wealth Concepts LLC 0.00% New 6,539 $332K
Motley Fool Asset Management LLC 0.01% New 6,527 $332K
Canada Post Corp Registered Pension Plan 0.01% No change 6,510 $331K
Sapient Capital LLC 0.00% New 6,288 $319K
Capital Counsel LLC 0.01% New 6,202 $315K
Tema ETFs LLC 0.02% Add +0.5% 6,172 $314K
Sagewood Asset Management LP 0.10% New 6,122 $311K
Horizon Investments, LLC 0.00% Add +6.3% 6,074 $309K
Newlands Management Operations LLC 0.00% New 6,053 $307K
Concurrent Investment Advisors, LLC 0.00% Reduce -36.5% 6,045 $307K
Symmetry Investments LP 0.07% New 6,000 $305K
Gabelli Funds LLC 0.00% Reduce -29.4% 6,000 $305K
MML Investors Services, LLC 0.00% New 5,873 $298K
Capstone Investment Advisors, LLC 0.00% New 5,755 $292K
TCW Group Inc. 0.00% New 5,703 $290K
Blue Capital, Inc. 0.19% New 5,687 $289K
Greenleaf Trust 0.00% New 5,676 $288K
Focused Alpha, LLC 0.09% New 5,634 $286K
National Philanthropic Trust 0.00% New 5,366 $273K
Boston Family Office LLC 0.02% New 5,315 $270K
Edgestream Partners, L.P. 0.01% Reduce -84.5% 5,254 $267K
Syon Capital LLC 0.01% New 5,209 $265K
Balyasny Asset Management L.P. 0.00% Reduce -62.4% 5,191 $264K
Financial Solutions Advisory Group, Inc. 0.04% — 5,153 $262K
Tobam 0.07% Reduce -88.9% 5,130 $261K
Hantz Financial Services, Inc. 0.00% Add +49.0% 5,072 $258K
Intesa Sanpaolo Wealth Management 0.06% Reduce -2.3% 5,054 $257K
Bessemer Group Inc. 0.00% Add +28.0% 5,019 $255K
Patriot Financial Group Insurance Agency, LLC 0.01% New 5,014 $255K
V-Square Quantitative Management LLC 0.03% Reduce -50.0% 5,004 $254K
Orion Porfolio Solutions, LLC 0.00% New 5,003 $254K
Deseret Mutual Benefit Administrators 0.09% Add +87.2% 4,942 $251K
Parallel Advisors, LLC 0.00% Add +46.0% 4,881 $248K
Sectoral Asset Management Inc. 0.21% Reduce -13.1% 4,350 $248K
denkapparat Operations GmbH 0.10% New 4,848 $246K
Baird Financial Group, Inc. 0.00% New 4,781 $243K
Jeppson Wealth Management, LLC 0.08% New 4,762 $242K
Groupe la Francaise 0.00% Reduce -16.6% 5,005 $241K
Wedmont Private Capital 0.01% New 4,549 $237K
Prime Capital Investment Advisors, LLC 0.00% New 4,639 $236K
Resona Asset Management Co.,Ltd. 0.00% Add +9.2% 4,838 $233K
C M Bidwell & Associates Ltd. 0.11% New 4,560 $232K
Centaurus Financial, Inc. 0.01% Reduce -56.0% 4,477 $227K
Rakuten Securities, Inc. 0.09% Add +25.6% 4,453 $226K
Summit Financial, LLC 0.00% New 4,434 $225K
WASHINGTON TRUST Co 0.01% New 4,428 $225K
Crestwood Advisors Group, LLC 0.00% New 4,388 $223K
Allworth Financial LP 0.00% Add +37.2% 4,368 $222K
Advisors Asset Management, Inc. 0.00% Reduce -9.2% 4,346 $221K
Certuity, LLC 0.01% New 4,306 $219K
Signaturefd, LLC 0.00% Add +29.3% 4,256 $216K
DoubleLine ETF Adviser LP 0.08% New 4,226 $215K
AlTi Global, Inc. 0.00% New 4,220 $214K
Beacon Pointe Advisors, LLC 0.00% New 4,186 $213K
Fielder Capital Group LLC 0.05% New 4,130 $210K
Choreo, LLC 0.00% New 4,082 $207K
Quantessence Capital LLC 1.00% New 4,063 $206K
Perkins Capital Management Inc. 0.19% New 4,000 $203K
Freestone Capital Holdings, LLC 0.01% Reduce -86.3% 3,969 $202K
Dorsey & Whitney Trust CO LLC 0.01% New 3,946 $200K
Allianz SE 0.00% Add +6.9% 3,935 $200K
Bayforest Capital Ltd 0.22% Reduce -82.2% 3,906 $198K
Steward Partners Investment Advisory, LLC 0.00% Add +0.3% 3,672 $187K
TD Waterhouse Canada Inc. 0.00% Add +1151.1% 3,303 $165K
Ameritas Investment Partners, Inc. 0.01% No change 3,212 $163K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +3.9% 3,126 $159K
BNP Paribas 0.00% Reduce -22.4% 2,950 $150K
Centiva Capital, LP 0.01% New 2,733 $139K
State of Wyoming 0.02% Reduce -11.9% 2,670 $136K
Intesa Sanpaolo S.p.A. 0.01% Add +44.5% 2,434 $124K
Danske Bank A/S 0.00% Reduce -61.4% 2,351 $119K
OP Asset Management Ltd 0.00% New 2,296 $117K
Itau Unibanco Holding S.A. 0.00% Add +3.5% 2,250 $114K
Bullock Wealth Management Group 0.06% No change 2,268 $113K
NFSG Corp 0.02% Reduce -70.7% 2,200 $112K
Quadrant Capital Group LLC 0.00% Add +22.4% 2,194 $111K
Larson Financial Group LLC 0.00% Add +18.4% 2,166 $110K
MAI Capital Management 0.00% Reduce -24.2% 2,145 $109K
Parkside Financial Bank & Trust 0.01% Add +18.5% 1,807 $92K
Central Pacific Bank - Trust Division 0.01% New 1,800 $91K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.1% 1,789 $91K
International Assets Investment Management, LLC 0.01% Reduce -23.3% 1,783 $89K
CVA Family Office, LLC 0.01% Add +15.2% 1,701 $86K
Los Angeles Capital Management LLC 0.00% No change 1,664 $85K
Contravisory Investment Management, Inc. 0.02% New 1,628 $83K
Summit Securities Group LLC 0.04% Add +214.5% 1,626 $83K
University of Texas/Texas Am Investment Management Co. 0.01% New 1,579 $80K
Huntington National Bank 0.00% Add +13.4% 1,496 $76K
Harbour Investments, Inc. 0.00% Reduce -42.4% 1,449 $74K
UMB Bank, n.a. 0.00% Add +11.4% 1,425 $72K
NewEdge Advisors, LLC 0.00% Add +39.5% 1,417 $72K
Kelleher Financial Advisors 0.02% No change 1,335 $68K
TD Private Client Wealth LLC 0.00% Add +12.7% 1,311 $67K
Investors Research Corp 0.01% Reduce -16.1% 1,302 $66K
Blue Trust, Inc. 0.00% Reduce -11.6% 1,287 $65K
Twin Lakes Capital Management, LLC 0.03% Reduce -28.7% 1,231 $63K
Cromwell Holdings LLC 0.03% Add +0.7% 1,208 $61K
Versant Capital Management, Inc 0.01% Add +72.4% 1,176 $60K
Banque Cantonale Vaudoise 0.00% No change 1,123 $57K
Axiom Investment Management LLC 0.04% — 1,066 $54K
Zions Bancorporation, National Association 0.00% Reduce -79.3% 1,026 $52K
Encore Global Management, LP 0.04% — 1,000 $51K
Heritage Wealth Advisors 0.00% No change 1,000 $51K
Basecamp Wealth Advisors LLC 0.01% Reduce -6.3% 994 $50K
Ogorek Anthony Joseph /NY/ 0.01% Add +15.8% 1,003 $50K
Maj Invest Holding A/S 0.00% No change 990 $50K
Whittier Trust Co. 0.00% No change 1,000 $49K
CYBER HORNET ETFs LLC 0.03% Reduce -1.2% 956 $48K
Spire Wealth Management 0.00% Add +99.8% 925 $47K
Smartleaf Asset Management LLC 0.00% Add +16.2% 960 $46K
Costello Asset Management, INC 0.02% No change 900 $46K
First Command Advisory Services, Inc. 0.00% Reduce -0.2% 850 $43K
Asset Dedication, LLC 0.00% No change 843 $43K
Sound Income Strategies, LLC 0.00% No change 837 $42K
Physician Wealth Advisors, Inc. 0.01% No change 822 $42K
Assetmark, Inc. 0.00% Add +35.1% 801 $41K
J.Safra Asset Management Corp 0.00% Add +2.6% 786 $40K
Rothschild Investment LLC 0.00% Add +99.5% 772 $39K
Bokf, NA 0.00% No change 770 $39K
Crewe Advisors LLC 0.00% No change 726 $37K
Mowery & Schoenfeld Wealth Management, LLC 0.05% No change 700 $36K
LMR Partners LLP 0.00% Reduce -99.3% 699 $36K
Sittner & Nelson, LLC 0.01% No change 690 $35K
CoreCap Advisors, LLC 0.00% Add +26.5% 664 $34K
Frazier Financial Advisors, LLC 0.02% No change 636 $32K
Canton Hathaway, LLC 0.01% New 601 $31K
Stance Capital LLC 0.01% New 569 $29K
JFS Wealth Advisors, LLC 0.00% Add +5.6% 563 $29K
Owl Creek Wealth Partners LLC 0.01% — 551 $28K
Medallion Wealth Advisors, LLC 0.01% No change 525 $27K
Archer Investment Corp 0.01% No change 520 $26K
Consultiva Wealth Management, Corp. 0.07% No change 500 $25K
Pacifica Partners Inc. 0.01% No change 500 $25K
Oakworth Capital, Inc. 0.00% No change 500 $25K
Ancora Advisors LLC 0.00% No change 497 $25K
Basepoint Wealth LLC 0.01% Add +0.2% 495 $25K
Lanark Financial, Inc. 0.00% Reduce -9.0% 493 $25K
Obsidian Cio, LLC 0.02% New 482 $24K
Root Financial Partners, LLC 0.00% Add +362.1% 439 $22K
Bogart Wealth, LLC 0.00% Add +9.8% 439 $22K
EverSource Wealth Advisors, LLC 0.00% Add +23.3% 424 $22K
SMA Capital LLC 0.01% New 421 $21K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.01% No change 400 $20K
Birchbrook, Inc. 0.01% No change 400 $20K
Napier Financial, LLC 0.00% New 400 $20K
Brown, Lisle/Cummings, Inc. 0.00% No change 375 $19K
Manchester Capital Management LLC 0.00% Add +19.2% 372 $19K
Coston, McIsaac & Partners 0.00% Add +229.4% 359 $18K
GW&K Investment Management, LLC 0.00% Add +6.5% 359 $18K
Financial Consulate, Inc. 0.00% Add +10.9% 335 $17K
Toth Financial Advisory Corp. 0.00% Add +857.1% 335 $17K
Private Trust Co. NA 0.00% Add +18.2% 331 $17K
TFC Financial Management, Inc. 0.00% Add +1579.0% 319 $16K
Country Trust Bank 0.00% No change 318 $16K
Valley National Advisers Inc. 0.00% Reduce -46.6% 329 $16K
Bank & Trust Co 0.01% No change 306 $16K
Evelyn Partners Investment Management Services Ltd 0.00% No change 304 $15K
Triumph Capital Management 0.00% No change 300 $15K
Covestor Ltd 0.01% Reduce -39.1% 302 $15K
JTC Employer Solutions Trustee Ltd 0.00% No change 300 $15K
E Fund Management (Hong Kong) Co., Ltd. 0.01% New 274 $14K
Armstrong Advisory Group, Inc. 0.00% No change 263 $13K
Piscataqua Savings Bank 0.01% No change 250 $13K
Atlantic Union Bankshares Corp 0.00% Reduce -9.2% 248 $13K
Quent Capital, LLC 0.00% Add +25.3% 248 $13K
Keating Financial Advisory Services, Inc. 0.00% Add +75.6% 237 $12K
Financial Perspectives, Inc 0.00% No change 230 $12K
Meeder Asset Management Inc. 0.00% Add +62.8% 223 $11K
Ascentis Independent Advisors 0.00% New 215 $11K
Sachetta, LLC 0.01% Reduce -31.0% 214 $11K
Community Financial Services Group, LLC 0.00% New 215 $11K
Center for Financial Planning, Inc. 0.00% No change 210 $11K
Farmers & Merchants Investments Inc. 0.00% No change 210 $11K
Marathon Trading Investment Management LLC 0.00% Reduce -99.4% 203 $10K
Twin Peaks Wealth Advisors, LLC 0.00% New 201 $10K
WealthCollab, LLC 0.00% No change 200 $10K
Towne Trust Company, N.A 0.00% No change 200 $10K
Vision Retirement, LLC 0.00% No change 200 $10K
HHM Wealth Advisors, LLC 0.00% No change 200 $10K
Union Bancaire Privee, UBP SA 0.00% No change 200 $9K
Avion Wealth 0.00% Add +39.0% 189 $9K
LRI Investments, LLC 0.00% Add +1230.8% 173 $9K
Walleye Capital LLC 0.00% Reduce -99.9% 171 $9K
Ameriflex Group, Inc. 0.00% Reduce -49.1% 163 $8K
JDM Financial Group LLC 0.00% No change 150 $8K
Steigerwald, Gordon & Koch Inc. 0.00% No change 150 $8K
Kemnay Advisory Services Inc. 0.00% New 147 $7K
Geneos Wealth Management Inc. 0.00% No change 146 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 145 $7K
Murphy & Mullick Capital Management Corp 0.01% Reduce -38.4% 141 $7K
Prestige Wealth Management Group LLC 0.00% No change 137 $7K
Strategic Wealth Partners, Ltd. 0.00% No change 137 $7K
Atlantic Private Wealth, LLC 0.00% No change 136 $7K
Elequin Capital, LP 0.00% New 135 $7K
SHP Wealth Management 0.00% Reduce -24.4% 124 $6K
Private Wealth Management Group, LLC 0.00% No change 124 $6K
Private Wealth Asset Management, LLC 0.00% Reduce -2.4% 124 $6K
Kennebec Savings Bank 0.01% No change 121 $6K
Fortitude Family Office, LLC 0.00% Add +531.6% 120 $6K
MV Capital Management, Inc. 0.00% Add +0.8% 119 $6K
CENTRAL TRUST Co 0.00% Reduce -80.9% 118 $6K
Cornerstone Planning Group LLC 0.00% Add +504.8% 127 $6K
Elevation Wealth Partners, LLC 0.00% Add +55.4% 115 $6K
Clearstead Advisors, LLC 0.00% Reduce -22.7% 109 $6K
Beacon Investment Advisory Services, Inc. 0.00% New 108 $5K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% Reduce -51.2% 105 $5K
Brown Shipley& Co Ltd 0.00% No change 104 $5K
Destiny Wealth Partners, LLC 0.00% New 103 $5K
Vision Financial Markets LLC 0.01% No change 100 $5K
Boreal Capital Management LLC 0.00% Reduce -75.0% 100 $5K
Chelsea Counsel Co. 0.00% No change 100 $5K
Field & Main Bank 0.00% No change 100 $5K
Measured Wealth Private Client Group, LLC 0.00% No change 100 $5K
Old Second National Bank of Aurora 0.00% No change 100 $5K
Proffitt & Goodson Inc. 0.00% New 100 $5K
Delta Asset Management LLC 0.00% No change 100 $5K
Caldwell Trust Co 0.00% New 100 $5K
Atwood & Palmer Inc. 0.00% No change 100 $5K
Bartlett & Co. Wealth Management LLC 0.00% Add +2.9% 107 $5K
AdvisorNet Financial, Inc 0.00% New 98 $5K
Vanguard National Trust Co 0.00% — 98 $5K
Clear Investment Research, LLC 0.01% New 97 $5K
Clearstead Trust, LLC 0.00% No change 96 $5K
Millstone Evans Group, LLC 0.00% No change 87 $4K
Flagship Wealth Advisors, LLC 0.00% Reduce -31.9% 160 $4K
Financial Network Wealth Advisors LLC 0.00% Add +16.2% 86 $4K
Activest Wealth Management 0.00% Reduce -67.4% 85 $4K
Ares Financial Consulting, LLC 0.00% New 85 $4K
Bruce G. Allen Investments, LLC 0.00% Add +5.6% 76 $4K
Bell Investment Advisors, Inc 0.00% No change 75 $4K
Transamerica Financial Advisors, LLC 0.00% Add +1625.0% 69 $4K
Retirement Wealth Solutions LLC 0.00% Add +45.5% 64 $3K
Hurley Capital, LLC 0.00% No change 64 $3K
Scarborough Advisors, LLC 0.00% Add +384.6% 63 $3K
Bare Financial Services, Inc 0.00% Add +34.8% 62 $3K
Hughes Financial Services, LLC 0.00% No change 60 $3K
Arlington Trust Co LLC 0.00% New 60 $3K
Whittier Trust Co. of Nevada Inc. 0.00% Add +190.5% 61 $3K
GoalVest Advisory LLC 0.00% Reduce -67.4% 57 $3K
IFS Advisors, LLC 0.00% No change 55 $3K
Abound Wealth Management 0.00% No change 55 $3K
GHP Investment Advisors, Inc. 0.00% Add +35.0% 54 $3K
Key Financial Inc 0.00% No change 51 $3K
Intentional Wealth Strategies, LLC 0.00% — 50 $3K
Bernard Wealth Management Corp. 0.00% No change 50 $3K
City State Bank 0.00% No change 50 $3K
Raffa Wealth Management, LLC 0.00% Add +4.2% 50 $3K
HM Payson & Co. 0.00% No change 50 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +500.0% 48 $2K
Glen Eagle Advisors, LLC 0.00% No change 47 $2K
Curio Wealth, LLC 0.00% Add +4.5% 46 $2K
Monetary Solutions, Ltd 0.00% No change 45 $2K
Blume Capital Management, Inc. 0.00% No change 45 $2K
IMA Advisory Services, Inc. 0.00% New 45 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 41 $2K
Sunrise Financial Services, LLC 0.00% No change 40 $2K
Dynamic Wealth Strategies, LLC 0.00% No change 40 $2K
Salem Investment Counselors Inc. 0.00% New 40 $2K
NBT Bank, N.A. 0.00% New 40 $2K
Resources Management Corp. /CT/ 0.00% No change 40 $2K
SouthState Bank Corp 0.00% Add +62.5% 39 $2K
Kilter Group LLC 0.00% Add +16.7% 35 $2K
Rossby Financial, LCC 0.00% New 35 $2K
Johnson Financial Group, Inc. 0.00% No change 33 $2K
Signature Resources Capital Management, LLC 0.00% No change 32 $2K
Principia Wealth Advisory, LLC 0.00% Add +63.2% 31 $2K
Marquette Asset Management, LLC 0.00% New 30 $2K
Salomon & Ludwin, LLC 0.00% No change 28 $1K
WestEnd Advisors, LLC 0.00% No change 27 $1K
Godfrey Financial Associates, Inc. 0.00% No change 26 $1K
Innovative Asset Advisors Group, LLC 0.00% — 26 $1K
IMG Wealth Management, Inc. 0.00% Add +92.3% 25 $1K
Vermillion Wealth Management, Inc. 0.00% New 25 $1K
Gen-Wealth Partners Inc 0.00% No change 25 $1K
McIlrath & Eck, LLC 0.00% No change 25 $1K
Golden State Wealth Management, LLC 0.00% Reduce -52.8% 25 $1K
Pacific Center for Financial Services 0.00% No change 24 $1K
Nvwm, LLC 0.00% No change 24 $1K
Creative Financial Designs Inc. 0.00% No change 24 $1K
DiNuzzo Private Wealth, Inc. 0.00% New 23 $1K
RMG Wealth Management LLC 0.00% No change 21 $1K
Signature Equity Partners, LLC 0.00% Add +162.5% 21 $1K
Clayton Financial Group LLC 0.00% No change 21 $1K
PayPay Securities Corp 0.04% Reduce -51.3% 19 $1K
Portus Wealth Advisors, LLC 0.00% New 20 $1K
Rialto Wealth Management, LLC 0.00% Add +566.7% 20 $1K
Trust Co 0.00% New 20 $1K
Strive Financial Group ,LLC 0.00% No change 13 $1K
Dunhill Financial, LLC 0.00% No change 18 $949
Washington Trust Advisors, Inc. 0.00% New 18 $914
Clark Wealth Partners 0.00% No change 17 $864
SOA Wealth Advisors, LLC. 0.00% No change 17 $864
Daytona Street Capital LLC 0.00% No change 15 $767
WPG Advisers, LLC 0.00% No change 15 $762
Advocate Investing Services LLC 0.00% New 15 $762
Dogwood Wealth Management LLC 0.00% New 15 $762
SJS Investment Consulting Inc. 0.00% New 15 $762
North Star Investment Management Corp. 0.00% No change 15 $762
Fairscale Capital, LLC 0.00% No change 14 $711
Gill Capital Partners, LLC 0.00% New 14 $711
Addison Advisors LLC 0.00% No change 12 $610
N.E.W. Advisory Services LLC 0.00% New 12 $610
PFS Partners, LLC 0.00% Reduce -35.3% 11 $553
Tompkins Financial Corp. 0.00% No change 10 $508
Plante Moran Financial Advisors, LLC 0.00% No change 10 $508
Sunbelt Securities, Inc. 0.00% No change 10 $508
Foster Dykema Cabot & Partners, LLC 0.00% No change 10 $508
Mark Sheptoff Financial Planning, LLC 0.00% No change 10 $467
Aventura Private Wealth, LLC 0.00% No change 9 $457
Cheviot Value Management, LLC 0.00% No change 9 $457
American Capital Advisory, LLC 0.00% New 8 $407
HFM Investment Advisors, LLC 0.00% Add +700.0% 8 $406
Winch Advisory Services, LLC 0.00% No change 7 $356
McGuire Capital Advisors Inc. 0.00% No change 6 $305
Chapman Financial Group, LLC 0.00% No change 5 $254
TopTier Wealth Management, LLC 0.00% New 5 $254
MTM Investment Management, LLC 0.00% No change 5 $254
Decker Retirement Planning Inc. 0.00% New 5 $254
JPL Wealth Management, LLC 0.00% New 5 $254
Trust Co. of Toledo NA 0.00% New 5 $254
MidFirst Bank 0.00% New 5 $254
Valued Wealth Advisors LLC 0.00% No change 3 $153
MPWM Advisory Solutions, LLC 0.00% No change 3 $152
BankPlus Trust Department 0.00% No change 3 $152
Synergy Investment Management, LLC 0.00% New 3 $152
ROSS\JOHNSON & Associates LLC 0.00% No change 2 $102
Westend Capital Management, LLC 0.00% New 1 $51
Davis Capital Management 0.00% New 1 $51
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $51
Penserra Capital Management LLC 0.00% New 9 $0
Capital Advisors, Ltd. LLC 0.00% Add +33.3% 8 $0

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