StrategyMSTR
13F holders, Q2 2024 (June 30)592holders +62
133new positions
67sold out
5famous investors
$1376.79avg. 13F price*
At the end of Q2 2024, 592 institutions reported holding Strategy Inc. (MSTR) in their 13F filings, up 62 from Q1 2024. 133 opened new positions and 67 sold out. The largest holders were Capital International Investors ($2.4B), Vanguard Group Inc. ($2.1B) and BlackRock Inc. ($1.2B). 5 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Strategy Inc.
- Filed as
- MICROSTRATEGY INC (Q2 2024)
- Sector
- Technology
- CUSIP
- 594972408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $428.8M |
| Exits | 67 | $196.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,130,135 shares bought and 1,713,430 shares sold, net −583,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 592 holders
| Capital International Investors | 0.49% | Reduce -3.7% | 1,725,525 | $2.4B |
| Vanguard Group Inc. | 0.04% | Reduce -0.2% | 1,550,152 | $2.1B |
| BlackRock Inc. | 0.03% | Reduce -29.1% | 881,077 | $1.2B |
| Morgan Stanley | 0.08% | Reduce -18.9% | 782,111 | $1.1B |
| Susquehanna International Group, LLP | 0.93% | Add +54.4% | 378,136 | $520.9M |
| State Street Corp. | 0.02% | Reduce -7.2% | 310,493 | $427.7M |
| Jane Street Group, LLC | 0.45% | Add +33.7% | 301,676 | $415.6M |
| Geode Capital Management, LLC | 0.03% | Reduce -23.9% | 253,638 | $348.7M |
| Norges Bank | 0.03% | Add +8.5% | 157,890 | $217.5M |
| Northern Trust Corp. | 0.03% | Add +1.1% | 141,500 | $194.9M |
| Goldman Sachs Group Inc. | 0.04% | Add +75.7% | 136,790 | $188.4M |
| Citadel Advisors | 0.17% | Add +74.3% | 119,932 | $165.2M |
| Wolverine Trading, LLC | 2.38% | Add +2293.7% | 105,345 | $145.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -22.1% | 96,633 | $133.1M |
| Millennium Management | 0.10% | Add +8837.4% | 87,944 | $121.1M |
| IMC-Chicago, LLC | 3.40% | Reduce -23.2% | 77,044 | $106.1M |
| Capital World Investors | 0.02% | Add +0.5% | 71,020 | $97.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +253.8% | 59,713 | $82.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.4% | 58,712 | $80.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.1% | 56,257 | $77.5M |
| LPL Financial LLC | 0.03% | Add +11.7% | 49,559 | $68.3M |
| Swiss National Bank | 0.04% | Add +59.6% | 46,600 | $64.2M |
| Graham Capital Management, L.P. | 3.63% | Add +121.9% | 41,805 | $57.6M |
| Invesco Ltd. | 0.01% | Reduce -42.6% | 41,468 | $57.1M |
| HRT Financial LP | 0.32% | New | 41,143 | $56.7M |
| UBS Group AG | 0.02% | Reduce -14.1% | 38,363 | $52.8M |
| Citigroup Inc. | 0.05% | Add +1.5% | 36,614 | $50.4M |
| FMR LLC | 0.00% | Reduce -88.3% | 35,064 | $48.3M |
| Legal & General Group Plc | 0.01% | Add +106.9% | 32,527 | $44.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | New | 29,157 | $40.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -32.7% | 29,154 | $40.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -68.0% | 28,418 | $39.1M |
| Bank of America Corp. | 0.00% | Reduce -28.8% | 28,143 | $38.8M |
| Tidal Investments LLC | 0.53% | Add +5.7% | 28,001 | $38.6M |
| California Public Employees Retirement System | 0.03% | Add +16.0% | 27,643 | $38.1M |
| Group One Trading LLC | 1.15% | New | 26,517 | $36.5M |
| Natixis | 0.23% | Reduce -12.3% | 26,494 | $36.5M |
| California State Teachers Retirement System | 0.04% | Add +70.8% | 25,346 | $34.9M |
| Deutsche Bank AG | 0.02% | Add +94.3% | 24,819 | $34.2M |
| National Pension Service | 0.04% | New | 24,500 | $33.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +2.9% | 24,321 | $33.5M |
| Wells Fargo & Company | 0.01% | Reduce -18.0% | 23,611 | $32.5M |
| Alpine Global Management, LLC | 5.09% | New | 19,228 | $26.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -16.4% | 19,176 | $26.4M |
| Horizon Kinetics Asset Management LLC | 0.46% | Reduce -0.7% | 18,836 | $25.9M |
| Rhumbline Advisers | 0.02% | Reduce -16.9% | 18,560 | $25.6M |
| Cantor Fitzgerald, L. P. | 4.83% | Add +873.7% | 17,234 | $23.7M |
| Stifel Financial Corp. | 0.02% | Add +21.4% | 15,808 | $21.8M |
| Centiva Capital, LP | 1.06% | New | 15,756 | $21.7M |
| Barclays PLC | 0.01% | Reduce -55.8% | 15,731 | $21.7M |
| Strong Tower Advisory Services | 6.66% | Add +3.7% | 14,740 | $20.3M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +545.4% | 14,624 | $20.1M |
| Capital Research Global Investors | 0.00% | No change | 14,547 | $20.0M |
| Squarepoint Ops LLC | 0.07% | Add +161.5% | 13,717 | $18.9M |
| Van Eck Associates Corp. | 0.03% | Reduce -27.9% | 13,262 | $18.3M |
| SG Americas Securities, LLC | 0.12% | Reduce -43.4% | 13,218 | $18.2M |
| EULAV Asset Management | 0.48% | Add +57.3% | 12,900 | $17.8M |
| Foundations Investment Advisors, LLC | 0.40% | Add +4.2% | 11,916 | $16.4M |
| Compass Ion Advisors, LLC | 2.23% | No change | 9,152 | $15.6M |
| First Trust Advisors LP | 0.02% | Reduce -26.7% | 10,690 | $14.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +3.6% | 10,665 | $14.7M |
| Exchange Traded Concepts, LLC | 0.36% | Reduce -31.9% | 10,147 | $14.0M |
| CTC LLC | 1.00% | Reduce -53.2% | 9,683 | $13.3M |
| Shariaportfolio, Inc. | 7.11% | Add +25.7% | 9,570 | $13.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +68250.0% | 9,569 | $13.2M |
| HSBC Holdings PLC | 0.01% | Add +21.9% | 9,437 | $13.1M |
| New York State Common Retirement Fund | 0.02% | Add +50.4% | 9,353 | $12.9M |
| Royal Bank of Canada | 0.00% | Add +22.1% | 8,843 | $12.2M |
| Y-Intercept (Hong Kong) Ltd | 0.65% | New | 8,578 | $11.8M |
| State of Wisconsin Investment Board | 0.03% | Reduce -24.9% | 8,348 | $11.5M |
| Amundi | 0.00% | Add +104.4% | 8,676 | $11.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -9.2% | 8,130 | $11.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | — | 7,692 | $10.6M |
| Kapstone Financial Advisors LLC | 6.44% | Add +2.2% | 7,130 | $9.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -63.5% | 7,104 | $9.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | New | 7,088 | $9.8M |
| Treasurer of the State of North Carolina | 0.04% | Add +3589.5% | 7,010 | $9.7M |
| Aquatic Capital Management LLC | 0.35% | New | 6,800 | $9.4M |
| Creative Planning | 0.01% | Add +34.5% | 6,640 | $9.1M |
| Raymond James & Associates | 0.01% | Add +0.7% | 6,636 | $9.1M |
| Belvedere Trading LLC | 0.47% | New | 6,486 | $8.9M |
| Bank of Montreal | 0.00% | Reduce -56.3% | 5,940 | $8.9M |
| Cetera Investment Advisers | 0.02% | Add +19.8% | 6,256 | $8.6M |
| Danske Bank A/S | 0.03% | Add +218.1% | 6,193 | $8.5M |
| Nomura Holdings Inc. | 0.05% | Add +359.0% | 6,031 | $8.3M |
| ExodusPoint Capital Management, LP | 0.09% | New | 5,980 | $8.2M |
| Public Employees Retirement System of Ohio | 0.03% | New | 5,972 | $8.2M |
| Eschler Asset Management LLP | 6.44% | Reduce -28.6% | 6,000 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -80.3% | 5,851 | $8.1M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -32.4% | 5,815 | $8.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -76.6% | 5,814 | $8.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +321.3% | 5,788 | $8.0M |
| Pictet Asset Management Holding SA | 0.01% | Add +200.8% | 5,734 | $7.9M |
| Asset Management One Co., Ltd. | 0.03% | New | 5,653 | $7.8M |
| Acorn Financial Advisory Services Inc. | 1.44% | Add +40.6% | 5,614 | $7.7M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +3200.0% | 5,610 | $7.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +25.9% | 5,586 | $7.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +7.2% | 5,723 | $7.7M |
| Storebrand Asset Management As | 0.03% | New | 5,508 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -20.0% | 5,332 | $7.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -9.0% | 5,274 | $7.3M |
| MML Investors Services, LLC | 0.03% | Reduce -0.1% | 5,250 | $7.2M |
| Voya Investment Management LLC | 0.01% | Reduce -67.6% | 5,075 | $7.0M |
| Moors & Cabot, Inc. | 0.37% | Reduce -0.7% | 4,991 | $6.9M |
| Kingswood Wealth Advisors, LLC | 0.61% | Add +13.5% | 4,917 | $6.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -65.9% | 4,868 | $6.7M |
| Vontobel Holding Ltd. | 0.02% | Add +107.8% | 4,834 | $6.7M |
| GTS Securities LLC | 0.14% | Reduce -79.6% | 4,812 | $6.6M |
| Resona Asset Management Co.,Ltd. | 0.04% | New | 4,727 | $6.6M |
| Leonteq Securities AG | 0.90% | Add +59.7% | 4,697 | $6.5M |
| Dakota Wealth Management | 0.15% | Add +0.3% | 4,515 | $6.2M |
| MADDEN SECURITIES Corp | 2.75% | Add +5.5% | 4,501 | $6.2M |
| AQR Capital Management | 0.01% | Add +59.4% | 4,500 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +11.0% | 4,439 | $6.1M |
| Federated Hermes, Inc. | 0.01% | Reduce -6.5% | 4,386 | $6.0M |
| Capital Wealth Alliance, LLC | 3.41% | Add +1.3% | 4,334 | $6.0M |
| Arizona State Retirement System | 0.04% | Add +6.4% | 4,327 | $6.0M |
| Brevan Howard Capital Management LP | 0.40% | Add +158.5% | 4,291 | $5.9M |
| Walleye Trading LLC | 0.12% | Reduce -20.1% | 4,241 | $5.8M |
| TB Alternative Assets Ltd. | 1.33% | Add +2020.5% | 4,135 | $5.7M |
| Aviva PLC | 0.02% | New | 4,120 | $5.7M |
| Franklin Resources Inc. | 0.00% | Reduce -79.9% | 4,113 | $5.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | New | 4,060 | $5.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +21.2% | 3,900 | $5.4M |
| Mariner, LLC | 0.01% | Add +19.8% | 3,860 | $5.3M |
| FORA Capital, LLC | 0.64% | Add +130.9% | 3,805 | $5.2M |
| Cresset Asset Management, LLC | 0.02% | Add +187.9% | 3,786 | $5.2M |
| Corient Private Wealth LP | 0.01% | Add +48.5% | 3,735 | $5.1M |
| Longitude (Cayman) Ltd. | 8.03% | Reduce -22.9% | 3,700 | $5.1M |
| Voloridge Investment Management, LLC | 0.02% | New | 3,691 | $5.1M |
| Avantax Advisory Services, Inc. | 0.04% | Add +11.8% | 3,629 | $5.0M |
| Bluefin Capital Management, LLC | 2.93% | Add +89.4% | 3,600 | $5.0M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.7% | 3,592 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -0.7% | 3,382 | $4.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | New | 3,321 | $4.6M |
| Handelsbanken Fonder AB | 0.02% | Add +37.7% | 3,286 | $4.5M |
| IFM Investors Pty Ltd | 0.04% | New | 3,209 | $4.4M |
| Jump Financial, LLC | 0.09% | New | 3,189 | $4.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Add +99.9% | 3,173 | $4.4M |
| Seven Eight Capital, LP | 0.45% | New | 3,135 | $4.3M |
| Tudor Investment Corporation | 0.05% | New | 3,044 | $4.2M |
| Rakuten Securities, Inc. | 1.80% | Add +32.2% | 3,036 | $4.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | New | 3,016 | $4.2M |
| Forsta Ap-Fonden | 0.04% | New | 3,000 | $4.1M |
| Independent Advisor Alliance | 0.14% | Add +44.8% | 2,989 | $4.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -2.6% | 2,863 | $3.9M |
| EagleClaw Capital Managment, LLC | 0.68% | No change | 2,744 | $3.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -68.2% | 2,719 | $3.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +11.2% | 2,808 | $3.6M |
| Tredje AP-fonden | 0.04% | New | 2,630 | $3.6M |
| DNB Asset Management AS | 0.02% | New | 2,618 | $3.6M |
| TD Asset Management Inc | 0.00% | New | 2,612 | $3.6M |
| Jefferies Financial Group Inc. | 0.08% | Reduce -80.7% | 2,600 | $3.6M |
| Marex Group Ltd | 0.10% | Reduce -95.3% | 2,582 | $3.6M |
| Nations Financial Group Inc, /Ia/ | 0.29% | Add +51.2% | 2,538 | $3.5M |
| Walleye Capital LLC | 0.04% | Reduce -33.1% | 2,475 | $3.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.3% | 2,442 | $3.4M |
| National Bank of Canada | 0.01% | Reduce -11.3% | 2,440 | $3.3M |
| APG Asset Management N.V. | 0.01% | New | 2,544 | $3.3M |
| Global Retirement Partners, LLC | 0.10% | Add +273.6% | 2,294 | $3.2M |
| LCM Capital Management Inc | 1.94% | No change | 2,263 | $3.1M |
| Heritage Investors Management Corp. | 0.11% | No change | 2,243 | $3.1M |
| IFP Advisors, Inc | 0.12% | Add +5.9% | 2,199 | $3.0M |
| Twin Tree Management, LP | 0.09% | New | 2,194 | $3.0M |
| ProShare Advisors LLC | 0.01% | Reduce -30.1% | 2,192 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -22.0% | 2,183 | $3.0M |
| Susquehanna Portfolio Strategies, LLC | 0.12% | No change | 2,154 | $3.0M |
| Virtu Financial LLC | 0.21% | Add +315.6% | 2,136 | $2.9M |
| SRN Advisors, LLC | 2.43% | Add +16.1% | 2,122 | $2.9M |
| Korea Investment CORP | 0.01% | New | 2,100 | $2.9M |
| American Century Companies Inc. | 0.00% | Add +20.8% | 2,098 | $2.9M |
| DRW Securities, LLC | 0.18% | New | 2,095 | $2.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -18.9% | 1,946 | $2.7M |
| Howe & Rusling Inc. | 0.24% | New | 1,946 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.4% | 1,923 | $2.6M |
| Nissay Asset Management Corp. /Japan | 0.02% | New | 1,846 | $2.5M |
| Laurion Capital Management LP | 0.08% | New | 1,823 | $2.5M |
| Hudson Bay Capital Management LP | 0.02% | Add +80.6% | 1,806 | $2.5M |
| DekaBank Deutsche Girozentrale | 0.00% | New | 1,566 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Add +51.8% | 1,740 | $2.4M |
| Mackenzie Financial Corp. | 0.00% | Add +88.6% | 1,705 | $2.3M |
| Realta Investment Advisors | 0.46% | Add +55.7% | 1,689 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +246.6% | 1,660 | $2.3M |
| Headlands Technologies LLC | 0.23% | New | 1,606 | $2.2M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -0.5% | 1,582 | $2.2M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.06% | New | 1,567 | $2.2M |
| Spire Wealth Management | 0.08% | Reduce -8.4% | 1,564 | $2.2M |
| Secure Asset Management, LLC | 0.41% | New | 1,558 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -54.8% | 1,554 | $2.1M |
| Susquehanna International Group Ltd. | 0.53% | New | 1,525 | $2.1M |
| Susquehanna International Securities, Ltd. | 0.76% | Add +126.9% | 1,500 | $2.1M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.9% | 1,497 | $2.1M |
| Pearl River Capital, LLC | 0.33% | New | 1,495 | $2.1M |
| One Capital Management, LLC | 0.07% | No change | 1,487 | $2.0M |
| Old Mission Capital LLC | 0.05% | Add +1033.6% | 1,485 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -0.7% | 1,478 | $2.0M |
| Daiwa Securities Group Inc. | 0.01% | New | 1,451 | $2.0M |
| Catalyst Funds Management Pty Ltd | 0.52% | New | 1,400 | $1.9M |
| Xponance LLC | 0.02% | Add +54.1% | 1,392 | $1.9M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -7.7% | 1,306 | $1.8M |
| Aviso Wealth Management | 1.07% | Reduce -0.9% | 1,303 | $1.8M |
| Cardiff Park Advisors, LLC | 0.17% | Reduce -49.3% | 1,299 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.6% | 1,292 | $1.8M |
| Gulf International Bank (UK) Ltd | 0.04% | New | 1,285 | $1.8M |
| Simplex Trading, LLC | 0.06% | New | 1,276 | $1.8M |
| Trivium Point Advisory, LLC | 0.26% | Add +1.2% | 1,265 | $1.7M |
| Fiduciary Alliance LLC | 0.28% | Add +13.9% | 1,292 | $1.7M |
| Cwm, LLC | 0.01% | Add +49.1% | 1,236 | $1.7M |
| Blair William & Co. | 0.01% | Add +2.8% | 1,234 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -28.6% | 1,224 | $1.7M |
| Maryland State Retirement & Pension System | 0.03% | New | 1,220 | $1.7M |
| Harvest Investment Services, LLC | 0.65% | Add +79.0% | 1,196 | $1.6M |
| Nordea Investment Management AB | 0.00% | New | 1,108 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.4% | 1,162 | $1.6M |
| IHT Wealth Management, LLC | 0.06% | Add +20.2% | 1,141 | $1.6M |
| B & T Capital Management DBA Alpha Capital Management | 0.30% | Reduce -13.8% | 1,133 | $1.6M |
| Brookstone Capital Management | 0.03% | Add +38.4% | 980 | $1.6M |
| KBC Group NV | 0.00% | Add +259.7% | 1,126 | $1.6M |
| MBB Public Markets I LLC | 0.03% | New | 1,115 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Add +6.5% | 1,106 | $1.5M |
| Scientech Research LLC | 0.31% | Add +392.4% | 1,103 | $1.5M |
| Fiduciary Trust Co | 0.02% | No change | 1,060 | $1.5M |
| MTM Investment Management, LLC | 0.59% | Add +3.6% | 1,047 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -13.3% | 1,047 | $1.4M |
| Man Group plc | 0.00% | New | 1,040 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +3.9% | 1,038 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +991.4% | 884 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -3.6% | 1,015 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +39.4% | 1,004 | $1.4M |
| GSG Advisors LLC | 0.48% | Reduce -19.8% | 1,003 | $1.4M |
| Campion Asset Management | 1.08% | No change | 994 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.3% | 991 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -16.4% | 829 | $1.3M |
| Avior Wealth Management, LLC | 0.06% | Add +4.3% | 948 | $1.3M |
| BIT Capital GmbH | 0.12% | New | 947 | $1.3M |
| Caprock Group, LLC | 0.05% | New | 935 | $1.3M |
| Senator Investment Group LP | 0.06% | No change | 930 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | New | 923 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +26.3% | 916 | $1.3M |
| Hilltop Holdings Inc. | 0.15% | Reduce -5.2% | 915 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.7% | 903 | $1.2M |
| Faithward Advisors, LLC | 0.22% | No change | 900 | $1.2M |
| NFSG Corp | 0.46% | Add +10.9% | 887 | $1.2M |
| Kovack Advisors, Inc. | 0.13% | Add +153.9% | 886 | $1.2M |
| Synergy Asset Management, LLC | 0.19% | Add +14.8% | 874 | $1.2M |
| Amalgamated Bank | 0.01% | Add +72.3% | 870 | $1.2M |
| Manhattan West Asset Management, LLC | 0.32% | Reduce -0.6% | 869 | $1.2M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +30.4% | 850 | $1.2M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -2.8% | 850 | $1.2M |
| Cibc World Markets Corp. | 0.01% | New | 849 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +27.6% | 845 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Add +769.1% | 843 | $1.2M |
| Candriam S.C.A. | 0.01% | New | 835 | $1.2M |
| Utah Retirement Systems | 0.01% | New | 830 | $1.1M |
| Rathbones Group PLC | 0.01% | Add +18.5% | 826 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +236.4% | 814 | $1.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -6.6% | 812 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -85.7% | 800 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +11.0% | 785 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +31.1% | 785 | $1.1M |
| United Capital Management of KS, Inc. | 0.24% | Add +7.6% | 775 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +164.5% | 775 | $1.1M |
| Csenge Advisory Group | 0.06% | Add +8.3% | 772 | $1.1M |
| Bank of Nova Scotia | 0.00% | New | 770 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +31.3% | 760 | $1.0M |
| Turim 21 Investimentos Ltda. | 0.27% | No change | 759 | $1.0M |
| Western Wealth Management, LLC | 0.08% | Add +20.7% | 757 | $1.0M |
| Clarity Capital Partners LLC | 0.64% | Add +62.4% | 755 | $1.0M |
| Independent Financial Group, LLC | 0.04% | Add +47.5% | 755 | $1.0M |
| Bellecapital International Ltd. | 0.22% | Reduce -10.8% | 749 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +113.3% | 740 | $1.0M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +373.9% | 725 | $999K |
| Prospera Financial Services Inc | 0.03% | New | 723 | $996K |
| Jennison Associates LLC | 0.00% | Add +48.8% | 704 | $970K |
| Engineers Gate Manager LP | 0.02% | New | 693 | $955K |
| HHM Wealth Advisors, LLC | 0.14% | Add +573.5% | 687 | $946K |
| Paloma Partners Management Co | 0.10% | New | 682 | $939K |
| Baader Bank Aktiengesellschaft | 0.07% | New | 826 | $927K |
| Sei Investments Co. | 0.00% | Add +16.9% | 672 | $926K |
| Harbour Investments, Inc. | 0.03% | Add +158.7% | 670 | $923K |
| Family Capital Management, Inc. | 0.63% | Add +23.1% | 667 | $919K |
| MRP Capital Investments, LLC | 0.84% | New | 650 | $895K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +199.1% | 628 | $865K |
| Wellington Management Group LLP | 0.00% | Reduce -97.0% | 623 | $858K |
| Parallax Volatility Advisers, L.P. | 0.02% | Add +5.6% | 622 | $857K |
| Waverly Advisors, LLC | 0.02% | No change | 610 | $840K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | New | 600 | $826K |
| Savant Capital, LLC | 0.01% | Add +2.6% | 599 | $825K |
| AdvisorNet Financial, Inc | 0.07% | Add +10.4% | 595 | $820K |
| Annex Advisory Services, LLC | 0.03% | Add +7.1% | 586 | $807K |
| Intech Investment Management LLC | 0.01% | New | 584 | $804K |
| STRS Ohio | 0.00% | Reduce -61.8% | 573 | $789K |
| CAP Partners, LLC | 0.61% | Add +6.9% | 541 | $745K |
| Capstone Financial Advisors, Inc. | 0.05% | New | 540 | $744K |
| Kintra Wealth, LLC | 0.53% | No change | 540 | $744K |
| Quantitative Investment Management, LLC | 0.08% | New | 534 | $735K |
| Sterling Investment Advisors, Ltd. | 0.20% | No change | 533 | $734K |
| Visionary Wealth Advisors | 0.05% | Add +24.8% | 524 | $721K |
| Coldstream Capital Management Inc. | 0.02% | Add +227.8% | 518 | $714K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +5.3% | 518 | $714K |
| Capital Impact Advisors, LLC | 2.00% | New | 517 | $712K |
| Nwam LLC | 0.21% | Add +4.3% | 511 | $704K |
| Claro Advisors Inc. | 0.11% | Reduce -1.0% | 510 | $702K |
| D.A. Davidson & Co. | 0.01% | Add +1.6% | 502 | $691K |
| Cullinan Associates Inc. | 0.04% | New | 500 | $689K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +77.2% | 489 | $674K |
| Great Lakes Advisors, LLC | 0.01% | Add +16.9% | 483 | $665K |
| US Bancorp \de | 0.00% | Reduce -2.6% | 482 | $664K |
| HUB Investment Partners, LLC | 0.03% | Reduce -75.2% | 476 | $656K |
| X-Square Capital, LLC | 0.24% | Add +42.2% | 472 | $650K |
| Core Wealth Partners LLC | 0.44% | New | 470 | $647K |
| Edgestream Partners, L.P. | 0.03% | Add +159.7% | 470 | $647K |
| Bleakley Financial Group, LLC | 0.02% | Add +26.2% | 463 | $638K |
| Simplicity Wealth,LLC | 0.01% | Add +26.2% | 463 | $638K |
| UniSuper Management Pty Ltd | 0.01% | New | 459 | $632K |
| Hartline Investment Corp./ | 0.08% | New | 457 | $630K |
| Perennial Investment Advisors, LLC | 0.09% | Add +248.1% | 456 | $628K |
| Illinois Municipal Retirement Fund | 0.01% | New | 453 | $624K |
| Park Avenue Securities LLC | 0.01% | Add +21.5% | 447 | $616K |
| AE Wealth Management LLC | 0.01% | New | 438 | $603K |
| Truist Financial Corp. | 0.00% | Add +17.7% | 433 | $596K |
| Wealth Management Partners, LLC | 0.29% | Reduce -4.2% | 429 | $591K |
| TD Waterhouse Canada Inc. | 0.01% | Add +234.1% | 431 | $589K |
| TrinityBridge Ltd | 0.02% | Reduce -2.1% | 423 | $583K |
| Captrust Financial Advisors | 0.00% | Add +15.1% | 419 | $577K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 419 | $577K |
| CIBC Asset Management Inc | 0.00% | Add +59.3% | 419 | $577K |
| Credit Agricole S A | 0.00% | Add +5871.4% | 418 | $576K |
| Choreo, LLC | 0.01% | Add +73.3% | 421 | $576K |
| Magnus Financial Group LLC | 0.06% | Reduce -24.4% | 410 | $565K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.22% | Add +33.8% | 408 | $562K |
| Fidelis Capital Partners, LLC | 0.08% | New | 450 | $561K |
| Comerica Bank | 0.00% | Reduce -91.9% | 405 | $558K |
| Verus Capital Partners, LLC | 0.06% | Reduce -7.6% | 403 | $555K |
| Sanctuary Advisors, LLC | 0.00% | — | 431 | $553K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +2.8% | 400 | $551K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -44.4% | 400 | $551K |
| Flaharty Asset Management, LLC | 0.08% | New | 393 | $541K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -25.1% | 393 | $541K |
| Strategic Advocates LLC | 0.21% | Add +73.8% | 391 | $539K |
| Merit Financial Group, LLC | 0.01% | Add +126.7% | 390 | $537K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -21.5% | 388 | $534K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +218.2% | 385 | $530K |
| Stonegate Investment Group, LLC | 0.02% | Add +5.6% | 380 | $523K |
| Sigma Planning Corp | 0.02% | Add +0.5% | 379 | $522K |
| Sunburst Financial Group, LLC | 0.14% | No change | 363 | $500K |
| Chesapeake Capital Corp. | 0.65% | Reduce -52.9% | 361 | $497K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | New | 361 | $497K |
| Traynor Capital Management, Inc. | 0.04% | Add +3.8% | 360 | $495K |
| Procyon Advisors, LLC | 0.04% | Reduce -10.4% | 354 | $488K |
| Rothschild Investment LLC | 0.03% | Reduce -21.7% | 353 | $486K |
| Glenmede Trust Co. NA | 0.00% | Add +19.1% | 350 | $482K |
| Shaolin Capital Management LLC | 0.18% | Reduce -99.1% | 347 | $478K |
| Thrivent Financial for Lutherans | 0.00% | Add +141.8% | 341 | $470K |
| Magnetar Financial LLC | 0.01% | Add +31.6% | 337 | $464K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +52.8% | 333 | $459K |
| Resolute Advisors LLC | 0.12% | New | 330 | $455K |
| Beacon Bank & Trust | 0.11% | No change | 330 | $455K |
| MetLife Investment Management, LLC | 0.00% | Reduce -95.7% | 327 | $450K |
| First Foundation Advisors | 0.02% | No change | 325 | $448K |
| Schroder Investment Management Group | 0.00% | New | 323 | $445K |
| Penserra Capital Management LLC | 0.01% | Reduce -56.1% | 3,197 | $440K |
| Ballentine Partners, LLC | 0.01% | Add +5.0% | 313 | $431K |
| Vestcor Inc | 0.01% | New | 310 | $427K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +87.8% | 308 | $424K |
| Teacher Retirement System of Texas | 0.00% | Reduce -83.5% | 306 | $422K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -6.2% | 302 | $416K |
| Waldron Private Wealth LLC | 0.02% | Reduce -2.6% | 301 | $415K |
| Masso Torrence Wealth Management Inc. | 0.23% | No change | 300 | $413K |
| Evanson Asset Management, LLC | 0.03% | No change | 300 | $413K |
| Investment Management Corp of Ontario | 0.01% | New | 300 | $413K |
| GAMCO Investors | 0.00% | No change | 300 | $413K |
| Revisor Wealth Management LLC | 0.29% | Reduce -67.4% | 299 | $412K |
| Polymer Capital Management (HK) LTD | 0.08% | New | 299 | $412K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +33.9% | 296 | $408K |
| Means Investment Co., Inc. | 0.05% | Reduce -12.7% | 296 | $407K |
| Townsquare Capital LLC | 0.01% | Add +51.8% | 290 | $399K |
| Assenagon Asset Management S.A. | 0.00% | New | 287 | $395K |
| Aberdeen Group plc | 0.00% | New | 282 | $388K |
| VitalStone Financial, LLC | 0.28% | Reduce -43.0% | 280 | $386K |
| Tobam | 0.06% | Reduce -10.3% | 278 | $383K |
| Bay Rivers Group | 0.20% | Add +28.8% | 273 | $376K |
| Westfield Capital Management Co. LP | 0.00% | Reduce -99.3% | 266 | $366K |
| Prudential PLC | 0.00% | New | 263 | $362K |
| Investment Partners Asset Management, Inc. | 0.32% | No change | 260 | $358K |
| Traphagen Investment Advisors LLC | 0.04% | New | 259 | $357K |
| Evexia Wealth LLC | 0.13% | Reduce -44.7% | 197 | $355K |
| Abel Hall, LLC | 0.25% | Add +22.4% | 257 | $354K |
| Bison Wealth, LLC | 0.06% | No change | 207 | $353K |
| Westmount Partners, LLC | 0.11% | Reduce -4.5% | 252 | $344K |
| Inspire Investing, LLC | 0.04% | Add +20.2% | 250 | $344K |
| Arkadios Wealth Advisors | 0.02% | Add +28.6% | 247 | $340K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.8% | 243 | $335K |
| Prelude Capital Management, LLC | 0.03% | New | 241 | $332K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 240 | $331K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -2.7% | 251 | $329K |
| DAVENPORT & Co LLC | 0.00% | Add +3.9% | 238 | $328K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +3.0% | 238 | $328K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 235 | $324K |
| Associated Banc-Corp | 0.01% | Reduce -12.3% | 235 | $324K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +40.9% | 231 | $318K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +40.9% | 231 | $318K |
| Phoenix Financial Ltd. | 0.00% | Add +75.8% | 211 | $315K |
| Swiss Life Asset Management Ltd | 0.00% | New | 228 | $314K |
| Lido Advisors, LLC | 0.00% | New | 227 | $313K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 227 | $313K |
| Harvest Fund Management Co., Ltd | 0.02% | Reduce -29.4% | 226 | $311K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 224 | $308K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 220 | $303K |
| Farrell Financial LLC | 0.23% | Add +23.2% | 218 | $300K |
| Oxford Wealth Group, LLC | 0.20% | New | 216 | $298K |
| Strategic Blueprint, LLC | 0.02% | Add +16.2% | 215 | $296K |
| Banque Cantonale Vaudoise | 0.01% | Add +198.6% | 215 | $296K |
| Altiora Financial Group, LLC | 0.07% | Add +5.0% | 211 | $291K |
| Quantbot Technologies LP | 0.01% | Add +2914.3% | 211 | $291K |
| Oxler Private Wealth LLC | 0.11% | Add +8.8% | 209 | $288K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -52.9% | 209 | $288K |
| Capital Advisors Inc. | 0.01% | Add +20.9% | 208 | $287K |
| Advisory Research Inc. | 0.05% | Add +6.8% | 205 | $282K |
| Riverview Capital Advisers, LLC | 0.09% | No change | 203 | $280K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +1.5% | 203 | $280K |
| OneDigital Investment Advisors LLC | 0.00% | Add +22.4% | 202 | $278K |
| Pacer Advisors, Inc. | 0.00% | Reduce -16.5% | 202 | $278K |
| Toronto Dominion Bank | 0.00% | Add +348.4% | 2,018 | $278K |
| American Asset Management Inc. | 0.33% | New | 200 | $275K |
| Wallace Hart LLC | 0.21% | New | 200 | $275K |
| Mb, Levis & Associates, LLC | 0.14% | No change | 200 | $275K |
| LongView Wealth Management | 0.10% | No change | 200 | $275K |
| Gilman Hill Asset Management, LLC | 0.05% | New | 200 | $275K |
| Keebeck Wealth Management | 0.04% | Reduce -3.4% | 200 | $275K |
| Gilbert & Cook, Inc. | 0.04% | No change | 200 | $275K |
| Cascade Financial Partners, LLC | 0.04% | No change | 200 | $275K |
| Wealthquest Corp | 0.03% | No change | 200 | $275K |
| Palisade Capital Management, LP | 0.01% | New | 200 | $275K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 200 | $275K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 200 | $275K |
| Frisch Financial Group, Inc. | 0.08% | No change | 200 | $275K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.5% | 197 | $271K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -1.0% | 196 | $270K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.2% | 165 | $265K |
| Evergreen Capital Management LLC | 0.01% | Add +4.9% | 192 | $264K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.0% | 191 | $263K |
| Yousif Capital Management, LLC | 0.00% | Add +22.4% | 191 | $263K |
| Metis Global Partners, LLC | 0.01% | New | 190 | $262K |
| Finivi Inc. | 0.21% | Add +10.0% | 187 | $258K |
| Lodestar Private Asset Management LLC | 0.04% | No change | 187 | $258K |
| Unique Wealth Strategies, LLC | 0.12% | No change | 150 | $256K |
| Whittier Trust Co. | 0.00% | No change | 185 | $255K |
| Brighton Jones LLC | 0.01% | Add +15.7% | 184 | $254K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +144.0% | 183 | $252K |
| Palisades Hudson Asset Management, L.P. | 0.11% | Reduce -18.6% | 180 | $248K |
| Guggenheim Capital LLC | 0.00% | Reduce -49.3% | 179 | $247K |
| Agf Management Ltd. | 0.00% | Reduce -0.6% | 179 | $247K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | No change | 178 | $245K |
| Curran Financial Partners, LLC | 0.08% | Add +37.2% | 177 | $244K |
| FNY Investment Advisers, LLC | 0.16% | Reduce -45.5% | 176 | $242K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -3.9% | 1,730 | $238K |
| Berkeley Capital Partners, LLC | 0.07% | Add +2.4% | 172 | $237K |
| Qube Research & Technologies Ltd | 0.00% | New | 172 | $237K |
| Fullerton Fund Management Co Ltd. | 0.01% | New | 171 | $236K |
| Arlington Capital Management, Inc. | 0.20% | Reduce -87.7% | 166 | $229K |
| Cigna Investments Inc. | 0.04% | Add +5.1% | 164 | $226K |
| CI Investments Inc. | 0.00% | Reduce -25.6% | 163 | $225K |
| MAI Capital Management | 0.00% | Reduce -14.7% | 162 | $223K |
| Consolidated Capital Management, LLC | 0.11% | No change | 160 | $220K |
| Weaver Capital Management LLC | 0.07% | No change | 160 | $220K |
| Fort Point Capital Partners LLC | 0.03% | No change | 159 | $219K |
| Hollencrest Capital Management | 0.01% | Add +1480.0% | 158 | $218K |
| Vident Advisory, LLC | 0.01% | Add +4.7% | 157 | $216K |
| Horizon Bancorp Inc. | 0.10% | No change | 155 | $214K |
| Centric Wealth Management | 0.06% | New | 122 | $214K |
| Skaana Management L.P. | 1.11% | New | 153 | $211K |
| WT Wealth Management | 0.07% | New | 150 | $207K |
| Whitener Capital Management, Inc. | 0.06% | No change | 150 | $207K |
| Ausdal Financial Partners, Inc. | 0.02% | No change | 146 | $201K |
| Corebridge Financial, Inc. | 0.00% | — | 133 | $183K |
| CENTRAL TRUST Co | 0.00% | No change | 124 | $171K |
| Centaurus Financial, Inc. | 0.01% | No change | 122 | $168K |
| Hoey Investments, Inc. | 0.03% | Add +43.8% | 115 | $158K |
| Ostrum Asset Management | 0.01% | New | 110 | $152K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -4.4% | 108 | $149K |
| International Assets Investment Management, LLC | 0.01% | Reduce -30.7% | 106 | $146K |
| Caitlin John, LLC | 0.10% | Reduce -20.6% | 100 | $138K |
| Ridgewood Investments LLC | 0.07% | New | 100 | $138K |
| Coston, McIsaac & Partners | 0.04% | Add +13.6% | 100 | $137K |
| Strategic Investment Solutions, Inc. | 0.04% | — | 77 | $124K |
| Farther Finance Advisors, LLC | 0.01% | Add +800.0% | 90 | $123K |
| Lanark Financial, Inc. | 0.01% | No change | 82 | $112K |
| Larson Financial Group LLC | 0.01% | Add +72.3% | 81 | $112K |
| Continuum Advisory, LLC | 0.02% | No change | 77 | $106K |
| Stelac Advisory Services LLC | 0.04% | No change | 74 | $102K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 60 | $92K |
| Lazard Asset Management LLC | 0.00% | Add +3200.0% | 66 | $90K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 60 | $83K |
| Fifth Third Bancorp | 0.00% | Reduce -98.1% | 59 | $81K |
| Bogart Wealth, LLC | 0.00% | New | 50 | $69K |
| Signaturefd, LLC | 0.00% | Add +13.6% | 50 | $69K |
| Vestor Capital, LLC | 0.01% | No change | 49 | $67K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -30.2% | 44 | $67K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -4.0% | 48 | $66K |
| Lindbrook Capital, LLC | 0.01% | Add +67.9% | 47 | $65K |
| Principal Securities, Inc. | 0.00% | No change | 47 | $65K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -22.2% | 42 | $58K |
| Avondale Wealth Management | 0.04% | Add +11.1% | 40 | $55K |
| Webster Bank, N. A. | 0.01% | No change | 40 | $55K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +14.7% | 39 | $54K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 38 | $52K |
| Marathon Trading Investment Management LLC | 0.01% | New | 37 | $51K |
| Capstone Investment Advisors, LLC | 0.00% | New | 34 | $47K |
| Allworth Financial LP | 0.00% | Add +177.8% | 25 | $44K |
| REAP Financial Group, LLC | 0.01% | Add +1450.0% | 31 | $43K |
| Financial Sense Advisors, Inc. | 0.01% | Reduce -99.7% | 30 | $41K |
| Central Bank & Trust Co. | 0.01% | No change | 30 | $41K |
| GAMMA Investing LLC | 0.01% | Add +36.4% | 30 | $41K |
| North Star Investment Management Corp. | 0.00% | No change | 30 | $41K |
| Pin Oak Investment Advisors Inc. | 0.04% | New | 29 | $40K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 27 | $37K |
| TFC Financial Management, Inc. | 0.01% | No change | 25 | $34K |
| Smartleaf Asset Management LLC | 0.01% | New | 22 | $34K |
| HighMark Wealth Management LLC | 0.02% | Reduce -29.4% | 24 | $33K |
| Private Trust Co. NA | 0.00% | Reduce -7.7% | 24 | $33K |
| Tsfg, LLC | 0.01% | No change | 23 | $32K |
| WR Wealth Planners, LLC | 0.01% | Reduce -37.1% | 22 | $30K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -31.3% | 22 | $30K |
| Glen Eagle Advisors, LLC | 0.01% | Add +10.5% | 21 | $29K |
| Creative Financial Designs Inc. | 0.00% | Add +250.0% | 21 | $29K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 21 | $29K |
| Fairman Group, LLC | 0.03% | No change | 20 | $28K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 20 | $28K |
| Rise Advisors, LLC | 0.01% | Reduce -5.0% | 19 | $26K |
| St Germain D J Co. Inc. | 0.00% | No change | 17 | $23K |
| Ancora Advisors LLC | 0.00% | New | 17 | $23K |
| Blue Trust, Inc. | 0.00% | Add +160.0% | 13 | $22K |
| Sunbelt Securities, Inc. | 0.00% | New | 16 | $22K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | New | 16 | $22K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.01% | Add +2416.7% | 151 | $21K |
| Clearstead Advisors, LLC | 0.00% | Reduce -53.1% | 15 | $21K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 15 | $21K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 15 | $21K |
| UMB Bank, n.a. | 0.00% | No change | 15 | $21K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +133.3% | 14 | $19K |
| Mather Group, Llc. | 0.00% | Add +10.0% | 11 | $19K |
| Abound Wealth Management | 0.01% | No change | 13 | $18K |
| DT Investment Partners, LLC | 0.00% | No change | 13 | $18K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 13 | $18K |
| Tradewinds Capital Management, LLC | 0.00% | New | 11 | $15K |
| Riverview Trust Co | 0.01% | New | 11 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 11 | $15K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 11 | $15K |
| Covestor Ltd | 0.01% | Reduce -47.6% | 11 | $15K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -95.6% | 10 | $14K |
| Dogwood Wealth Management LLC | 0.01% | New | 10 | $14K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +25.0% | 10 | $14K |
| Berkshire Capital Holdings Inc. | 0.01% | No change | 10 | $14K |
| Tucker Asset Management LLC | 0.00% | New | 10 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 10 | $14K |
| HM Payson & Co. | 0.00% | New | 10 | $14K |
| Semmax Financial Advisors Inc. | 0.00% | Add +900.0% | 100 | $14K |
| Fortitude Family Office, LLC | 0.01% | No change | 9 | $12K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 9 | $12K |
| Versant Capital Management, Inc | 0.00% | Add +200.0% | 9 | $12K |
| Concord Wealth Partners | 0.00% | No change | 8 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 8 | $11K |
| Meeder Asset Management Inc. | 0.00% | Add +40.0% | 7 | $10K |
| Arax Advisory Partners | 0.00% | New | 6 | $8K |
| Huntington National Bank | 0.00% | Add +100.0% | 6 | $8K |
| AlphaMark Advisors, LLC | 0.00% | New | 5 | $7K |
| Carmichael Hill & Associates, Inc. | 0.00% | Add +400.0% | 5 | $7K |
| AllSquare Wealth Management LLC | 0.00% | Reduce -50.0% | 5 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -16.7% | 5 | $7K |
| Bank of New Hampshire | 0.00% | New | 5 | $7K |
| Innealta Capital, LLC | 0.00% | New | 5 | $7K |
| Castleview Partners, LLC | 0.00% | No change | 4 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Add +300.0% | 4 | $6K |
| Addison Advisors LLC | 0.00% | New | 4 | $6K |
| Arlington Trust Co LLC | 0.00% | No change | 4 | $6K |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $4K |
| Zions Bancorporation, N.A. | 0.00% | New | 3 | $4K |
| Sachetta, LLC | 0.00% | New | 2 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 2 | $3K |
| Creekmur Asset Management LLC | 0.00% | New | 2 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 2 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $3K |
| Quadrant Capital Group LLC | 0.00% | New | 2 | $3K |
| Gradient Investments LLC | 0.00% | Reduce -66.7% | 2 | $3K |
| Avion Wealth | 0.00% | No change | 2 | $2K |
| Valley National Advisers Inc. | 0.00% | New | 2 | $2K |
| PEAK6 Investments LLC | 0.00% | No change | 1 | $1K |
| Quarry LP | 0.00% | No change | 1 | $1K |
| Fred Alger Management, LLC | 0.00% | Reduce -100.0% | 1 | $1K |
| Assetmark, Inc. | 0.00% | New | 1 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 1 | $1K |
"% of holder's portfolio" is MSTR's weight in each manager's 13F, not the share of Strategy Inc. the manager owns.