StrategyMSTR
13F holders, Q1 2025 (March 31)1,013holders +20
139new positions
116sold out
7famous investors
$288.38avg. 13F price*
At the end of Q1 2025, 1,013 institutions reported holding Strategy Inc. (MSTR) in their 13F filings, up 20 from Q4 2024. 139 opened new positions and 116 sold out. The largest holders were Vanguard Group Inc. ($5.9B), Capital International Investors ($4.2B) and BlackRock, Inc. ($4.2B). 7 famous investors held it, including Bill Miller (2.0% of Miller Value Partners's portfolio), Ken Griffin (0.4% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Strategy Inc.
- Filed as
- MICROSTRATEGY INC (Q1 2025)
- Sector
- Technology
- CUSIP
- 594972408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 139 | $255.0M |
| Exits | 116 | $421.5M |
All 13F filers, Q4 2024 → Q1 2025: 31,421,126 shares bought and 13,486,360 shares sold, net +17,934,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,013 holders
| Vanguard Group Inc. | 0.11% | Add +26.3% | 20,587,011 | $5.9B |
| Capital International Investors | 0.84% | Add +16.1% | 14,679,783 | $4.2B |
| BlackRock, Inc. | 0.09% | Add +28.0% | 14,418,806 | $4.2B |
| Morgan Stanley | 0.16% | Add +46.1% | 7,683,940 | $2.2B |
| Clear Street Derivatives LLC | 26.24% | Add +29.8% | 5,283,815 | $1.5B |
| State Street Corp. | 0.06% | Add +29.4% | 4,989,291 | $1.4B |
| Cantor Fitzgerald, L. P. | 50.48% | Add +30.0% | 4,654,251 | $1.3B |
| Geode Capital Management, LLC | 0.09% | Add +35.7% | 4,135,889 | $1.2B |
| Capital Research Global Investors | 0.17% | Add +2418.3% | 2,741,274 | $790.2M |
| Norges Bank | 0.11% | Add +46.8% | 2,656,273 | $765.7M |
| UBS Group AG | 0.14% | Reduce -51.2% | 2,181,189 | $628.8M |
| Marex Group Ltd | 9.27% | Add +74.6% | 1,676,798 | $483.4M |
| Citadel Advisors | 0.45% | Add +522.1% | 1,559,755 | $449.6M |
| Northern Trust Corp. | 0.06% | Add +29.4% | 1,392,666 | $401.5M |
| Capula Management Ltd | 2.77% | Add +372.7% | 1,300,000 | $374.8M |
| Invesco Ltd. | 0.07% | Add +25.2% | 1,226,158 | $353.5M |
| Weiss Asset Management LP | 13.79% | Add +988.7% | 1,216,190 | $350.6M |
| JPMorgan Chase & Co. | 0.02% | Add +11.2% | 1,123,918 | $324.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +30.3% | 1,045,517 | $301.4M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +32.6% | 1,010,394 | $291.3M |
| Legal & General Group Plc | 0.08% | Add +34.4% | 981,146 | $282.8M |
| Bank of New York Mellon Corp | 0.05% | Add +32.1% | 911,782 | $262.8M |
| Belvedere Trading LLC | 22.42% | Add +216.6% | 896,772 | $258.5M |
| Susquehanna International Group, LLP | 0.40% | Reduce -19.2% | 851,738 | $245.5M |
| National Bank of Canada | 0.25% | Reduce -59.0% | 744,688 | $214.7M |
| Hudson Bay Capital Management LP | 1.52% | Add +17.9% | 720,992 | $207.8M |
| Capital World Investors | 0.03% | Add +0.7% | 652,804 | $188.2M |
| Swiss National Bank | 0.13% | Add +23.8% | 639,800 | $184.4M |
| LPL Financial LLC | 0.07% | Add +19.9% | 625,159 | $180.2M |
| FMR LLC | 0.01% | Reduce -2.5% | 562,688 | $162.2M |
| Nuveen, LLC | 0.05% | — | 545,969 | $157.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Add +27.4% | 528,850 | $152.5M |
| Deutsche Bank AG | 0.06% | Add +23.2% | 518,042 | $149.3M |
| Tidal Investments LLC | 1.17% | Add +45.3% | 480,923 | $138.6M |
| First Trust Advisors LP | 0.12% | Add +13.9% | 475,429 | $137.1M |
| Barclays PLC | 0.06% | Add +30.2% | 451,512 | $130.2M |
| Bank of America Corp. | 0.01% | Reduce -14.1% | 402,469 | $116.0M |
| Wells Fargo & Company | 0.03% | Add +35.9% | 367,212 | $105.9M |
| Amundi | 0.04% | Reduce -34.7% | 372,482 | $105.1M |
| California Public Employees Retirement System | 0.07% | Add +34.9% | 357,183 | $103.0M |
| Mirae Asset Securities (usa) Inc. | 4.35% | Add +39.3% | 351,325 | $101.3M |
| Jump Financial, LLC | 1.49% | Add +357.5% | 337,623 | $97.3M |
| California State Teachers Retirement System | 0.12% | Add +17.9% | 336,936 | $97.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -55.3% | 332,594 | $95.9M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -16.2% | 312,012 | $89.9M |
| ProShare Advisors LLC | 0.20% | Add +49.1% | 310,763 | $89.6M |
| SG Americas Securities, LLC | 0.31% | Reduce -25.0% | 308,682 | $89.0M |
| National Pension Service | 0.08% | Add +33.5% | 289,735 | $83.5M |
| Natixis | 0.47% | Add +12.8% | 273,783 | $79.8M |
| Rhumbline Advisers | 0.07% | Add +35.5% | 268,406 | $77.4M |
| Citigroup Inc. | 0.06% | Reduce -41.2% | 259,879 | $74.9M |
| Harvest Portfolios Group Inc. | 2.14% | New | 251,295 | $72.4M |
| HSBC Holdings PLC | 0.05% | Add +41.3% | 247,861 | $71.7M |
| Stifel Financial Corp. | 0.08% | Add +8.7% | 246,065 | $70.9M |
| Commonwealth Equity Services, LLC | 0.10% | Add +4.9% | 238,472 | $68.7M |
| State Board of Administration of Florida Retirement System | 0.13% | Add +38.3% | 221,860 | $64.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +37.7% | 201,052 | $58.0M |
| Correct Capital Wealth Management | 10.78% | Add +12.4% | 188,463 | $54.3M |
| Bank of Montreal | 0.03% | Reduce -93.2% | 186,189 | $53.7M |
| Victory Capital Management Inc. | 0.05% | Add +24.1% | 176,399 | $50.9M |
| Royal Bank of Canada | 0.01% | Add +41.1% | 162,909 | $47.0M |
| Horizon Kinetics Asset Management LLC | 0.54% | Reduce -2.3% | 161,495 | $46.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Add +36.5% | 159,521 | $46.0M |
| Aspiring Ventures, LLC | 26.82% | Add +32.0% | 116,843 | $45.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -76.7% | 154,814 | $44.6M |
| PEAK6 LLC | 1.74% | Reduce -65.3% | 154,612 | $44.6M |
| Group One Trading LLC | 1.75% | Add +76.3% | 146,064 | $42.1M |
| Storebrand Asset Management As | 0.13% | Add +32.2% | 138,757 | $40.0M |
| Aviva PLC | 0.09% | Add +36.3% | 129,374 | $37.3M |
| Van Eck Associates Corp. | 0.05% | Add +7.8% | 128,448 | $37.0M |
| State of Wisconsin Investment Board | 0.10% | Add +26.3% | 127,528 | $36.8M |
| Strong Tower Advisory Services | 8.93% | Reduce -15.4% | 135,454 | $36.3M |
| Osaic Holdings, Inc. | 0.08% | Reduce -16.2% | 118,717 | $34.2M |
| Cetera Investment Advisers | 0.07% | Add +17.0% | 117,569 | $33.9M |
| New York State Common Retirement Fund | 0.05% | Add +41.3% | 115,950 | $33.4M |
| Danske Bank A/S | 0.10% | Add +32.7% | 114,528 | $33.0M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +1.0% | 111,835 | $32.2M |
| Creative Planning | 0.03% | Add +5.8% | 110,505 | $31.9M |
| Royal London Asset Management Ltd. | 0.08% | Add +60.1% | 110,069 | $31.7M |
| LMR Partners LLP | 0.86% | Add +108.3% | 108,128 | $31.2M |
| Treasurer of the State of North Carolina | 0.12% | Add +40.8% | 107,925 | $31.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | Add +109.2% | 107,345 | $30.9M |
| Foundations Investment Advisors, LLC | 0.57% | Add +3.8% | 107,029 | $30.9M |
| Ossiam | 0.42% | Add +3046.5% | 105,187 | $30.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +24.6% | 101,227 | $29.2M |
| Alliancebernstein L.P. | 0.01% | Add +39.5% | 99,074 | $28.6M |
| BLKBRD Asset Management, LP | 34.67% | New | 98,965 | $28.5M |
| Twin Tree Management, LP | 0.62% | Add +48.0% | 97,585 | $28.1M |
| Korea Investment CORP | 0.07% | Add +13.6% | 95,867 | $27.6M |
| KBC Group NV | 0.09% | Add +126.6% | 94,993 | $27.4M |
| Squarepoint Ops LLC | 0.07% | Reduce -12.6% | 93,933 | $27.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.1% | 90,838 | $26.2M |
| Asset Management One Co., Ltd. | 0.09% | Add +34.7% | 88,428 | $25.5M |
| TD Asset Management Inc | 0.02% | Add +53.6% | 88,426 | $25.5M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +15.8% | 87,652 | $25.3M |
| Shariaportfolio, Inc. | 13.12% | Reduce -8.1% | 87,597 | $25.3M |
| Mariner, LLC | 0.04% | Add +10.5% | 85,563 | $24.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +47.2% | 85,246 | $24.6M |
| Accuvest Global Advisors | 20.81% | Add +248.3% | 84,822 | $24.5M |
| Virtu Financial LLC | 1.32% | New | 84,369 | $24.3M |
| Pictet Asset Management Holding SA | 0.03% | Add +20.9% | 83,377 | $24.0M |
| Public Employees Retirement System of Ohio | 0.08% | Add +34.0% | 80,381 | $23.2M |
| Corient Private Wealth LP | 0.04% | Add +0.3% | 76,979 | $22.2M |
| State of New Jersey Common Pension Fund D | 0.10% | Add +13.9% | 76,615 | $22.1M |
| KLP Kapitalforvaltning As | 0.11% | Add +25.2% | 76,500 | $22.1M |
| HighTower Advisors, LLC | 0.03% | Add +10.8% | 75,946 | $21.9M |
| EULAV Asset Management | 0.53% | Reduce -13.3% | 75,000 | $21.6M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +30.8% | 73,990 | $21.3M |
| Voya Investment Management LLC | 0.03% | Reduce -32.6% | 73,390 | $21.2M |
| Teacher Retirement System of Texas | 0.09% | Add +33.3% | 72,595 | $20.9M |
| Nomura Holdings Inc. | 0.11% | Reduce -54.5% | 72,334 | $20.9M |
| Robeco Institutional Asset Management B.V. | 0.04% | Add +22.0% | 71,506 | $20.6M |
| Private Advisor Group, LLC | 0.12% | Add +111.5% | 71,003 | $20.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -9.8% | 70,601 | $20.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +3.5% | 68,842 | $19.8M |
| Kapstone Financial Advisors LLC | 11.20% | Reduce -2.5% | 68,700 | $19.8M |
| Resona Asset Management Co.,Ltd. | 0.11% | Add +34.0% | 68,576 | $19.8M |
| Exchange Traded Concepts, LLC | 0.35% | Reduce -2.5% | 67,685 | $19.5M |
| Arizona State Retirement System | 0.12% | Add +25.3% | 66,523 | $19.2M |
| Generali Asset Management SPA SGR | 0.46% | Add +72.0% | 65,127 | $18.8M |
| Walleye Trading LLC | 0.52% | Reduce -50.9% | 63,206 | $18.2M |
| Swedbank AB | 0.02% | New | 60,195 | $17.4M |
| Schroder Investment Management Group | 0.02% | Add +374.0% | 59,205 | $17.1M |
| IMC-Chicago, LLC | 0.66% | Reduce -82.9% | 58,971 | $17.0M |
| Neuberger Berman Group LLC | 0.01% | Add +4.1% | 58,865 | $17.0M |
| Independent Advisor Alliance | 0.55% | Add +9.7% | 58,108 | $16.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.10% | Reduce -2.5% | 57,909 | $16.7M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -10.5% | 57,831 | $16.7M |
| Wealthfront Advisers LLC | 0.04% | Add +13.9% | 57,259 | $16.5M |
| Nissay Asset Management Corp. /Japan | 0.11% | Add +39.2% | 56,873 | $16.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.5% | 56,340 | $16.2M |
| Daiwa Securities Group Inc. | 0.07% | Add +92.0% | 51,075 | $16.1M |
| Compass Ion Advisors, LLC | 1.84% | Add +0.8% | 54,102 | $15.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.7% | 51,328 | $14.8M |
| GF Fund Management Co. LTD. | 0.35% | Add +70.8% | 51,288 | $14.8M |
| CIBC Asset Management Inc | 0.05% | Add +31.8% | 51,268 | $14.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +40.7% | 50,888 | $14.7M |
| Handelsbanken Fonder AB | 0.06% | Add +4.2% | 50,060 | $14.4M |
| Itau Unibanco Holding S.A. | 0.56% | New | 50,000 | $14.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +28.3% | 49,682 | $14.3M |
| MADDEN SECURITIES Corp | 5.51% | Add +6.4% | 49,270 | $14.2M |
| Avantax Advisory Services, Inc. | 0.08% | Add +8.9% | 48,021 | $13.8M |
| Tower Research Capital LLC (TRC) | 0.41% | Add +146.8% | 42,301 | $13.8M |
| Acorn Financial Advisory Services Inc. | 2.49% | Add +0.3% | 47,738 | $13.8M |
| NewEdge Advisors, LLC | 0.08% | Add +7.8% | 46,448 | $13.4M |
| D. E. Shaw & Co. | 0.02% | Add +241.2% | 46,059 | $13.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -4.4% | 45,828 | $13.2M |
| Principal Financial Group Inc. | 0.01% | Add +60.2% | 45,697 | $13.2M |
| Forsta Ap-Fonden | 0.10% | Add +20.6% | 45,600 | $13.1M |
| Toronto Dominion Bank | 0.03% | Add +48.4% | 45,579 | $13.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.06% | Add +27.1% | 44,483 | $12.8M |
| Guggenheim Capital LLC | 0.12% | Reduce -0.6% | 44,146 | $12.7M |
| Consolidated Portfolio Review Corp | 2.03% | Add +0.7% | 44,004 | $12.7M |
| Capital Wealth Alliance, LLC | 7.56% | Add +0.8% | 43,877 | $12.6M |
| MML Investors Services, LLC | 0.04% | Add +36.0% | 43,794 | $12.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.08% | Add +23.8% | 43,383 | $12.5M |
| Wolverine Trading, LLC | 0.40% | Reduce -49.0% | 43,106 | $12.5M |
| Rafferty Asset Management, LLC | 0.05% | Add +16.6% | 42,941 | $12.4M |
| IFM Investors Pty Ltd | 0.13% | Add +25.4% | 42,921 | $12.4M |
| Vista Investment Partners Ii, LLC | 6.50% | Add +140.5% | 40,795 | $11.8M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -59.1% | 40,198 | $11.6M |
| Moors & Cabot, Inc. | 0.58% | Reduce -27.6% | 39,737 | $11.5M |
| DNB Asset Management AS | 0.05% | Add +22.0% | 39,691 | $11.4M |
| Cresset Asset Management, LLC | 0.06% | Add +40.3% | 39,500 | $11.4M |
| Independent Financial Group, LLC | 0.38% | Add +34.4% | 38,115 | $11.0M |
| Capital Fund Management S.A. | 0.14% | Reduce -63.1% | 37,233 | $10.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.11% | Add +34.8% | 36,793 | $10.6M |
| SBI Securities Co., Ltd. | 0.35% | Reduce -3.7% | 36,650 | $10.6M |
| SKY-Mountain Capital Management, Inc. | 8.77% | — | 35,942 | $10.4M |
| AXA S.A. | 0.03% | Add +33.1% | 35,577 | $10.3M |
| Kingswood Wealth Advisors, LLC | 0.93% | Reduce -34.2% | 35,431 | $10.2M |
| Shaolin Capital Management LLC | 3.54% | Reduce -86.0% | 35,000 | $10.1M |
| Fiduciary Alliance LLC | 0.99% | Add +12.8% | 34,981 | $10.1M |
| Nations Financial Group Inc, /Ia/ | 0.76% | Add +2.0% | 34,485 | $9.9M |
| Leonteq Securities AG | 0.75% | Add +38.3% | 34,075 | $9.9M |
| Police & Firemen's Retirement System of New Jersey | 0.10% | Add +40.5% | 33,628 | $9.7M |
| EverSource Wealth Advisors, LLC | 0.51% | Add +41.3% | 32,088 | $9.3M |
| Elequin Capital, LP | 2.42% | Reduce -73.6% | 31,879 | $9.2M |
| IHT Wealth Management, LLC | 0.28% | Add +34.7% | 31,620 | $9.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +16.9% | 31,306 | $9.0M |
| Public Employees Retirement Association of Colorado | 0.04% | Add +67.2% | 30,567 | $8.8M |
| Aberdeen Group plc | 0.02% | Add +11.8% | 29,948 | $8.6M |
| Simplex Trading, LLC | 0.30% | Reduce -89.7% | 29,313 | $8.4M |
| United Capital Management of KS, Inc. | 1.74% | Add +0.8% | 29,231 | $8.4M |
| Capital International Sarl | 0.19% | Add +277.4% | 29,122 | $8.4M |
| Pacific Capital Wealth Advisors, Inc. | 1.43% | No change | 28,721 | $8.3M |
| Clarity Capital Partners LLC | 3.28% | Add +12.3% | 28,199 | $8.1M |
| American Century Companies Inc. | 0.01% | Add +14.5% | 27,958 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.3% | 27,905 | $8.0M |
| Varma Mutual Pension Insurance Co | 0.07% | Reduce -7.6% | 27,900 | $8.0M |
| Berkshire Capital Holdings Inc. | 3.82% | Add +277100.0% | 27,720 | $8.0M |
| Erste Asset Management GmbH | 0.10% | Add +200.0% | 27,000 | $7.8M |
| EagleClaw Capital Managment, LLC | 1.23% | Add +2.5% | 27,095 | $7.8M |
| Rakuten Securities, Inc. | 3.89% | Reduce -37.5% | 26,761 | $7.7M |
| Shelton Capital Management | 0.18% | Add +17.7% | 26,442 | $7.6M |
| iA Global Asset Management Inc. | 0.13% | Add +32.6% | 26,166 | $7.5M |
| Sei Investments Co. | 0.01% | Add +113.9% | 25,609 | $7.4M |
| Utah Retirement Systems | 0.08% | Add +184.1% | 25,287 | $7.3M |
| Xponance LLC | 0.07% | Add +34.4% | 24,926 | $7.2M |
| Jane Street Group, LLC | 0.01% | Reduce -98.4% | 24,369 | $7.0M |
| Collar Capital Management, LLC | 6.16% | Add +3.9% | 23,558 | $6.8M |
| OP Asset Management Ltd | 0.11% | — | 23,521 | $6.8M |
| Strive Asset Management, LLC | 4.63% | Reduce -20.7% | 23,122 | $6.7M |
| Finer Wealth Management, Inc. | 3.96% | Add +2.1% | 22,929 | $6.6M |
| Pathstone Holdings, LLC | 0.03% | Add +60.6% | 22,808 | $6.6M |
| NEOS Investment Management LLC | 0.12% | Add +82.8% | 22,346 | $6.4M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +15.8% | 22,331 | $6.4M |
| Orion Portfolio Solutions, LLC | 0.06% | Add +15.8% | 22,331 | $6.4M |
| Heritage Investors Management Corp. | 0.22% | Add +0.3% | 22,285 | $6.4M |
| Howe & Rusling Inc. | 0.52% | New | 21,322 | $6.1M |
| Renaissance Technologies | 0.01% | Reduce -39.5% | 20,800 | $6.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +132.8% | 20,454 | $5.9M |
| Titleist Asset Management, LLC | 0.66% | Add +208.9% | 19,720 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.3% | 19,141 | $5.5M |
| Sloy Dahl & Holst, LLC | 0.95% | Add +14.9% | 18,866 | $5.4M |
| Jefferies Financial Group Inc. | 0.10% | Add +40.2% | 18,670 | $5.4M |
| Advisor Resource Council | 0.43% | New | 18,689 | $5.3M |
| Capital International Ltd. | 0.23% | Add +281.8% | 18,478 | $5.3M |
| Nordea Investment Management AB | 0.01% | Add +26.2% | 18,304 | $5.3M |
| IFP Advisors, Inc | 0.16% | Reduce -12.7% | 18,113 | $5.2M |
| HHM Wealth Advisors, LLC | 0.70% | Add +1.1% | 18,045 | $5.2M |
| Realta Investment Advisors | 2.33% | Add +20.1% | 17,733 | $5.1M |
| Mackenzie Financial Corp. | 0.01% | Add +31.5% | 17,698 | $5.1M |
| Cwm, LLC | 0.02% | Add +11.2% | 17,663 | $5.1M |
| Franklin Resources Inc. | 0.00% | Add +26.8% | 17,607 | $5.1M |
| Invictus Private Wealth, LLC | 0.40% | New | 17,475 | $5.0M |
| Louisiana State Employees Retirement System | 0.10% | Add +29.9% | 17,400 | $5.0M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -87.2% | 17,238 | $5.0M |
| Pacer Advisors, Inc. | 0.01% | Add +27.1% | 17,090 | $4.9M |
| Bleakley Financial Group, LLC | 0.16% | Add +1.2% | 16,967 | $4.9M |
| Janus Henderson Group PLC | 0.00% | Add +27.3% | 16,800 | $4.9M |
| Corebridge Financial, Inc. | 0.03% | Add +26.8% | 16,691 | $4.8M |
| Swiss Life Asset Management Ltd | 0.04% | Add +51.0% | 16,684 | $4.8M |
| ASR Vermogensbeheer N.V. | 0.07% | — | 16,016 | $4.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | — | 16,000 | $4.6M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +33.7% | 15,885 | $4.6M |
| Macquarie Group Ltd. | 0.01% | Add +164.2% | 15,872 | $4.6M |
| Blair William & Co. | 0.01% | Add +4.6% | 15,851 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +13.6% | 15,834 | $4.6M |
| Sig Brokerage, LP | 1.33% | New | 15,803 | $4.6M |
| Kentucky Retirement Systems | 0.14% | New | 15,777 | $4.5M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -27.8% | 15,765 | $4.5M |
| Golden State Wealth Management, LLC | 0.68% | Add +17.3% | 15,764 | $4.5M |
| Caprock Group, LLC | 0.14% | Add +3.0% | 15,582 | $4.5M |
| Profund Advisors LLC | 0.19% | Add +12.4% | 15,438 | $4.5M |
| Miller Value Partners | 2.00% | No change | 15,250 | $4.4M |
| Rathbones Group PLC | 0.02% | Reduce -0.1% | 15,057 | $4.3M |
| Allianz Asset Management GmbH | 0.01% | Add +14.5% | 15,035 | $4.3M |
| Harvest Fund Management Co., Ltd | 0.21% | Add +39.4% | 15,016 | $4.3M |
| Rakuten Investment Management, Inc. | 0.02% | — | 14,943 | $4.3M |
| X-Square Capital, LLC | 1.84% | Add +9.2% | 14,857 | $4.3M |
| Capital Group Private Client Services, Inc. | 0.04% | Reduce -2.5% | 14,835 | $4.3M |
| KPP Advisory Services LLC | 0.81% | New | 14,734 | $4.2M |
| Prudential Financial Inc. | 0.01% | Add +86.3% | 14,653 | $4.2M |
| Brookstone Capital Management | 0.06% | Add +8.4% | 14,557 | $4.2M |
| HAP Trading, LLC | 1.49% | New | 14,541 | $4.2M |
| Secure Asset Management, LLC | 0.84% | Reduce -1.9% | 14,480 | $4.2M |
| Chicago Partners Investment Group LLC | 0.14% | Add +11.4% | 10,544 | $4.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +108.2% | 14,165 | $4.1M |
| Beaird Harris Wealth Management, LLC | 0.35% | Add +51.7% | 14,107 | $4.1M |
| Capital International, Inc. | 0.05% | Add +489.1% | 14,097 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -11.5% | 13,974 | $4.0M |
| Candriam S.C.A. | 0.03% | Add +14.2% | 13,776 | $4.0M |
| SIH Partners, LLLP | 0.34% | New | 13,560 | $3.9M |
| Tobam | 1.67% | Reduce -9.3% | 13,544 | $3.9M |
| AQR Capital Management | 0.00% | Reduce -8.7% | 13,845 | $3.9M |
| Cerity Partners LLC | 0.01% | Add +13.2% | 13,290 | $3.8M |
| Financial Advocates Investment Management | 0.27% | Add +6.6% | 13,140 | $3.8M |
| US Bancorp \de | 0.01% | Add +10.4% | 13,074 | $3.8M |
| Oppenheimer & Co. Inc. | 0.06% | Add +19.6% | 12,913 | $3.7M |
| Trivium Point Advisory, LLC | 0.45% | Reduce -4.1% | 12,665 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Reduce -14.7% | 12,635 | $3.6M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +44.3% | 12,608 | $3.6M |
| Vontobel Holding Ltd. | 0.01% | Reduce -61.5% | 12,584 | $3.6M |
| CAP Partners, LLC | 2.62% | Add +6.5% | 12,515 | $3.6M |
| Amalgamated Bank | 0.03% | Add +43.0% | 12,455 | $3.6M |
| Apollon Wealth Management, LLC | 0.08% | Add +6.0% | 12,408 | $3.6M |
| Gulf International Bank (UK) Ltd | 0.12% | Reduce -20.2% | 12,153 | $3.5M |
| Sterling Capital Management LLC | 0.05% | Add +30.2% | 12,145 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -1.1% | 12,078 | $3.5M |
| M&T Bank Corp | 0.01% | Reduce -3.3% | 12,067 | $3.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +18.5% | 12,057 | $3.5M |
| Walleye Capital LLC | 0.04% | Add +108.1% | 11,865 | $3.4M |
| Harbour Investments, Inc. | 0.10% | Add +23.6% | 11,719 | $3.4M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -8.3% | 14,194 | $3.4M |
| Western Wealth Management, LLC | 0.22% | Add +22.6% | 11,446 | $3.3M |
| Vident Advisory, LLC | 0.05% | Add +131.9% | 11,362 | $3.3M |
| Spire Wealth Management | 0.10% | Reduce -15.6% | 11,133 | $3.2M |
| AG2R La Mondiale Gestion D'actifs | 0.17% | — | 8,676 | $3.2M |
| Elo Mutual Pension Insurance Co | 0.07% | Reduce -35.4% | 11,092 | $3.2M |
| AE Wealth Management LLC | 0.03% | Add +39.1% | 11,077 | $3.2M |
| Argent Advisors, Inc. | 1.06% | Add +29.4% | 11,000 | $3.2M |
| Turim 21 Investimentos Ltda. | 0.85% | Add +51.9% | 11,000 | $3.2M |
| Credit Agricole S A | 0.01% | Reduce -31.7% | 10,936 | $3.2M |
| Dymon Asia Capital (singapore) Pte. LTD. | 2.50% | New | 10,894 | $3.1M |
| StoneX Group Inc. | 0.17% | Add +27.3% | 10,882 | $3.1M |
| Flow Traders U.S. LLC | 0.13% | Reduce -83.7% | 10,831 | $3.1M |
| Maryland State Retirement & Pension System | 0.07% | Add +20.3% | 10,819 | $3.1M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -1.9% | 10,811 | $3.1M |
| Andar Capital Management HK Ltd | 6.00% | Reduce -7.7% | 10,800 | $3.1M |
| Moore Capital Management, LP | 0.12% | New | 10,789 | $3.1M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.97% | Reduce -7.9% | 7,441 | $3.1M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3.13% | Reduce -30.6% | 10,551 | $3.0M |
| Wedbush Securities Inc. | 0.11% | Add +21.1% | 10,503 | $3.0M |
| Prospera Financial Services Inc | 0.07% | Add +0.5% | 10,398 | $3.0M |
| MTM Investment Management, LLC | 1.16% | Add +1.9% | 9,789 | $3.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Reduce -64.9% | 10,325 | $3.0M |
| Cibc World Markets Corp. | 0.02% | Reduce -16.3% | 10,322 | $3.0M |
| Quantinno Capital Management LP | 0.02% | Add +179.9% | 10,194 | $2.9M |
| Synergy Asset Management, LLC | 0.36% | Reduce -48.2% | 10,036 | $2.9M |
| Cibc World Market Inc. | 0.01% | Reduce -15.0% | 9,978 | $2.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -13.9% | 9,335 | $2.9M |
| Campion Asset Management | 2.22% | No change | 9,940 | $2.9M |
| GTS Securities LLC | 0.12% | Reduce -58.2% | 9,932 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +29.0% | 9,890 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -25.5% | 8,791 | $2.8M |
| Traphagen Investment Advisors LLC | 0.29% | Add +7.0% | 9,756 | $2.8M |
| Visionary Wealth Advisors | 0.17% | Add +12.2% | 9,619 | $2.8M |
| Sovran Advisors, LLC | 0.36% | Add +82.2% | 8,687 | $2.8M |
| Avior Wealth Management, LLC | 0.10% | Reduce -2.4% | 9,458 | $2.7M |
| CTC Alternative Strategies, Ltd. | 3.21% | Add +134.8% | 9,120 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -2.9% | 9,117 | $2.6M |
| Banque Transatlantique SA | 0.08% | Reduce -95.1% | 9,015 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +30.7% | 8,828 | $2.5M |
| Cavalier Investments, LLC | 0.86% | New | 8,780 | $2.5M |
| Park Avenue Securities LLC | 0.03% | Add +3.7% | 8,779 | $2.5M |
| Tudor Investment Corporation | 0.02% | Add +153.4% | 8,715 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +9.3% | 8,562 | $2.5M |
| Intech Investment Management LLC | 0.03% | Add +6.2% | 8,528 | $2.5M |
| Blue Sky Capital Consultants Group, Inc. | 1.60% | Add +10.3% | 8,471 | $2.4M |
| Teamwork Financial Advisors, LLC | 0.33% | Add +248.1% | 8,392 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -0.6% | 8,317 | $2.4M |
| QTR Family Wealth, LLC | 1.80% | — | 8,270 | $2.4M |
| Navellier & Associates Inc. | 0.33% | Add +28.3% | 6,156 | $2.4M |
| Legacy Wealth Managment, LLC | 1.72% | Add +10.2% | 8,224 | $2.4M |
| Prudential PLC | 0.01% | Add +130.5% | 8,205 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +59.7% | 8,193 | $2.4M |
| Axxcess Wealth Management, LLC | 0.06% | Add +29.1% | 8,145 | $2.3M |
| Allstate Corp. | 0.07% | Add +50.3% | 8,117 | $2.3M |
| Capstone Financial Advisors, Inc. | 0.15% | Add +20.2% | 8,073 | $2.3M |
| Monograph Wealth Advisors, LLC | 0.31% | New | 7,955 | $2.3M |
| Strategic Advocates LLC | 0.79% | Add +5.4% | 7,853 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -2.5% | 7,846 | $2.3M |
| Ameritas Investment Partners, Inc. | 0.08% | Add +33.6% | 7,781 | $2.2M |
| Vivid Wealth Management, LLC | 1.12% | New | 7,756 | $2.2M |
| Merit Financial Group, LLC | 0.03% | Add +3.1% | 7,707 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -2.5% | 7,624 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +592.1% | 7,620 | $2.2M |
| Townsquare Capital LLC | 0.02% | Add +27.6% | 7,590 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +36.9% | 7,554 | $2.2M |
| APG Asset Management N.V. | 0.01% | Reduce -16.8% | 8,121 | $2.2M |
| Fort Point Capital Partners LLC | 0.24% | Add +268.9% | 7,377 | $2.1M |
| Sterling Financial Group, Inc. | 0.76% | New | 7,337 | $2.1M |
| Daiichi Life Insurance Co., Ltd. | 0.06% | Add +5.1% | 7,279 | $2.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.08% | Add +35.4% | 7,192 | $2.1M |
| Partners Wealth Management, LLC | 2.35% | Add +3.5% | 7,183 | $2.1M |
| Lazard Asset Management LLC | 0.00% | Add +791.9% | 7,162 | $2.1M |
| Csenge Advisory Group | 0.12% | Add +4.7% | 6,485 | $2.1M |
| Perennial Investment Advisors, LLC | 0.23% | Add +19.5% | 6,961 | $2.0M |
| Faithward Advisors, LLC | 0.34% | Add +5.3% | 6,873 | $2.0M |
| Bank of Nova Scotia | 0.00% | Add +6.8% | 6,870 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +8.0% | 6,852 | $2.0M |
| Wellington Management Group LLP | 0.00% | Add +91.2% | 6,816 | $2.0M |
| Praxis Investment Management Inc. | 0.13% | Add +38.5% | 6,760 | $1.9M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -3.2% | 6,367 | $1.9M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +557.5% | 6,753 | $1.9M |
| Fifth Third Bancorp | 0.01% | Add +1022.7% | 6,736 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.2% | 6,727 | $1.9M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.14% | New | 6,720 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +17.5% | 6,719 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +12.8% | 6,695 | $1.9M |
| Banque Cantonale Vaudoise | 0.08% | — | 6,685 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | Add +5.6% | 6,671 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.6% | 6,577 | $1.9M |
| Norinchukin Bank, The | 0.03% | Add +249.2% | 6,492 | $1.9M |
| NFSG Corp | 0.45% | Add +1.7% | 6,448 | $1.9M |
| Investment Management Corp of Ontario | 0.04% | New | 6,400 | $1.8M |
| Waldron Private Wealth LLC | 0.09% | Reduce -14.1% | 6,256 | $1.8M |
| Good Life Advisors, LLC | 0.13% | Add +119.8% | 6,243 | $1.8M |
| Bridgewater Associates | 0.01% | New | 6,214 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +28.4% | 6,178 | $1.8M |
| Scientech Research LLC | 0.47% | Add +412.8% | 6,164 | $1.8M |
| World Investment Advisors | 0.05% | Add +1.1% | 6,162 | $1.8M |
| APG Asset Management US Inc. | 0.01% | No change | 5,761 | $1.8M |
| E Fund Management Co., Ltd. | 0.08% | Add +178.9% | 6,060 | $1.7M |
| Assenagon Asset Management S.A. | 0.00% | Add +20.9% | 6,030 | $1.7M |
| Core Wealth Partners LLC | 1.01% | Add +1.7% | 6,025 | $1.7M |
| SRN Advisors, LLC | 1.95% | Add +40.8% | 6,023 | $1.7M |
| DeepCurrents Investment Group LLC | 1.76% | Add +205.3% | 5,972 | $1.7M |
| Hilltop Holdings Inc. | 0.11% | Reduce -7.7% | 5,947 | $1.7M |
| HighPoint Advisor Group LLC | 0.10% | Add +22.7% | 4,462 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +99.9% | 5,888 | $1.7M |
| China Universal Asset Management Co., Ltd. | 0.16% | Add +97.2% | 5,871 | $1.7M |
| Diversify Wealth Management, LLC | 0.13% | Add +0.9% | 4,428 | $1.7M |
| Sepio Capital, LP | 0.13% | Reduce -0.1% | 5,856 | $1.7M |
| AIA Group Ltd | 0.04% | New | 5,855 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +14.5% | 5,801 | $1.7M |
| Fiduciary Trust Co | 0.02% | Add +0.1% | 5,768 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -10.2% | 5,750 | $1.7M |
| Centaurus Financial, Inc. | 0.10% | Add +14.4% | 5,716 | $1.6M |
| Sterling Investment Advisors, Ltd. | 0.39% | Add +5.6% | 5,682 | $1.6M |
| Greenleaf Trust | 0.01% | Add +17.1% | 5,671 | $1.6M |
| AdvisorNet Financial, Inc | 0.12% | Add +29.0% | 5,651 | $1.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.58% | Add +0.4% | 5,608 | $1.6M |
| Wallace Hart LLC | 4.06% | Add +9.8% | 5,602 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +24.4% | 5,554 | $1.6M |
| Covenant Asset Management, LLC | 0.40% | Reduce -0.9% | 5,500 | $1.6M |
| Kintra Wealth, LLC | 1.06% | Add +0.8% | 5,443 | $1.6M |
| Arkadios Wealth Advisors | 0.06% | Add +44.7% | 5,433 | $1.6M |
| Keebeck Wealth Management | 0.23% | Add +9.5% | 5,383 | $1.6M |
| Metis Global Partners, LLC | 0.04% | Add +49.0% | 5,322 | $1.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -7.8% | 5,300 | $1.5M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -8.5% | 5,292 | $1.5M |
| Choreo, LLC | 0.02% | Add +3.3% | 5,276 | $1.5M |
| Beacon Capital Management, LLC | 0.20% | Add +45.9% | 5,137 | $1.5M |
| Fortis Group Advisors, LLC | 0.28% | Add +571.8% | 5,072 | $1.5M |
| Family Capital Management, Inc. | 0.89% | Reduce -25.9% | 5,011 | $1.4M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +6.2% | 4,995 | $1.4M |
| MAI Capital Management | 0.01% | Add +25.8% | 4,978 | $1.4M |
| Abound Financial, LLC | 0.72% | Add +54.4% | 4,967 | $1.4M |
| Truvestments Capital LLC | 0.31% | Add +919.0% | 4,881 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.2% | 4,870 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -75.1% | 4,839 | $1.4M |
| Marathon Trading Investment Management LLC | 0.75% | Reduce -98.9% | 4,811 | $1.4M |
| Gilman Hill Asset Management, LLC | 0.24% | Add +60.0% | 4,805 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Add +43.0% | 4,790 | $1.4M |
| Vienna Asset Management LLC | 1.09% | Add +226.4% | 4,788 | $1.4M |
| Sowell Financial Services LLC | 0.06% | New | 4,739 | $1.4M |
| LCM Capital Management Inc | 0.79% | No change | 4,641 | $1.3M |
| Lifeworks Advisors, LLC | 0.22% | Add +6.4% | 4,625 | $1.3M |
| Teilinger Capital Ltd. | 1.33% | Reduce -92.9% | 4,601 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -24.1% | 4,554 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 4,530 | $1.3M |
| UniSuper Management Pty Ltd | 0.01% | Add +28.6% | 4,500 | $1.3M |
| Evexia Wealth LLC | 0.47% | Add +3.1% | 4,356 | $1.3M |
| Empowered Funds, LLC | 0.02% | Add +33.3% | 4,434 | $1.3M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -9.4% | 4,408 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +21.2% | 4,400 | $1.3M |
| VestGen Advisors, LLC | 0.06% | — | 4,380 | $1.3M |
| Keybank National Association | 0.01% | Reduce -0.9% | 4,350 | $1.3M |
| Aviso Wealth Management | 0.66% | No change | 4,330 | $1.2M |
| Verus Capital Partners, LLC | 0.12% | Add +4.4% | 4,304 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +50.3% | 4,289 | $1.2M |
| Oak Thistle LLC | 0.25% | New | 4,287 | $1.2M |
| Verition Fund Management LLC | 0.01% | Reduce -45.7% | 4,286 | $1.2M |
| Stonegate Investment Group, LLC | 0.03% | Reduce -9.5% | 4,185 | $1.2M |
| Vestcor Inc | 0.04% | Add +16.5% | 4,172 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +79.0% | 4,138 | $1.2M |
| BNC Wealth Management, LLC | 0.43% | Add +32.2% | 4,097 | $1.2M |
| Traynor Capital Management, Inc. | 0.10% | Reduce -89.4% | 4,088 | $1.2M |
| Flaharty Asset Management, LLC | 0.17% | Add +37.2% | 4,055 | $1.2M |
| Simplicity Wealth,LLC | 0.09% | New | 4,038 | $1.2M |
| Bonfire Financial | 1.07% | Add +3.8% | 4,024 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Add +10.3% | 4,010 | $1.2M |
| Siemens Fonds Invest GmbH | 0.08% | Add +108.6% | 3,991 | $1.2M |
| Capital Group Investment Management Pte. LTD. | 0.23% | Add +285.2% | 3,983 | $1.1M |
| Claro Advisors Inc. | 0.15% | Reduce -20.9% | 3,975 | $1.1M |
| Chokshi & Queen Wealth Advisors, Inc | 0.75% | New | 3,950 | $1.1M |
| Insigneo Advisory Services, LLC | 0.12% | Add +84.9% | 3,932 | $1.1M |
| TrinityBridge Ltd | 0.03% | Reduce -4.5% | 3,879 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -24.3% | 3,846 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 3,796 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +90.3% | 3,762 | $1.1M |
| Oxler Private Wealth LLC | 0.38% | Add +8.5% | 3,718 | $1.1M |
| Matauro, LLC | 0.22% | Reduce -28.8% | 3,704 | $1.1M |
| Venture Visionary Partners LLC | 0.04% | Add +169.0% | 3,701 | $1.1M |
| Larson Financial Group LLC | 0.05% | Add +49.6% | 3,677 | $1.1M |
| Wedmont Private Capital | 0.05% | Add +64.9% | 3,527 | $1.1M |
| Quantbot Technologies LP | 0.03% | New | 3,638 | $1.0M |
| Azzad Asset Management Inc. | 0.12% | New | 3,628 | $1.0M |
| Magnus Financial Group LLC | 0.10% | Reduce -1.5% | 3,628 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +6.8% | 3,586 | $1.0M |
| Signal Advisors Wealth, LLC | 0.10% | Add +29.0% | 3,585 | $1.0M |
| Comerica Bank | 0.00% | Reduce -84.9% | 3,579 | $1.0M |
| Pennsylvania Capital Management Inc. | 0.38% | Add +14.1% | 3,549 | $1.0M |
| &partners | 0.01% | Add +38.5% | 3,470 | $1.0M |
| ING Groep NV | 0.01% | Reduce -25.0% | 3,418 | $985K |
| Lido Advisors, LLC | 0.01% | Add +7.6% | 3,396 | $979K |
| Ballentine Partners, LLC | 0.02% | Add +2.0% | 3,387 | $976K |
| First Foundation Advisors | 0.04% | No change | 3,377 | $973K |
| Disciplined Investors, L.L.C. | 0.84% | New | 3,244 | $935K |
| Nwam LLC | 0.08% | Reduce -0.5% | 3,241 | $934K |
| Glenmede Trust Co. NA | 0.01% | Reduce -1.8% | 3,230 | $931K |
| Means Investment Co., Inc. | 0.10% | Add +0.6% | 3,178 | $916K |
| Ethos Financial Group, LLC | 0.09% | No change | 3,157 | $914K |
| Convergence Financial, LLC | 0.18% | Add +318.4% | 3,159 | $911K |
| Nicholas Wealth, LLC. | 0.95% | New | 3,150 | $908K |
| Citrine Capital LLC | 0.57% | No change | 3,140 | $905K |
| STRS Ohio | 0.00% | New | 3,140 | $905K |
| Commerce Bank | 0.01% | Add +2.1% | 3,129 | $902K |
| Meiji Yasuda Asset Management Co Ltd. | 0.04% | Add +23.8% | 3,107 | $896K |
| Signaturefd, LLC | 0.02% | Add +24.1% | 3,096 | $893K |
| Bokf, NA | 0.02% | Add +13.4% | 3,063 | $883K |
| Masso Torrence Wealth Management Inc. | 0.47% | No change | 3,055 | $881K |
| ICICI Prudential Asset Management Co Ltd | 0.11% | Add +27.9% | 3,048 | $879K |
| Abn Amro Investment Solutions | 0.02% | Add +40.2% | 3,037 | $875K |
| Harfst & Associates, Inc. | 0.20% | New | 3,012 | $868K |
| Garda Capital Partners LP | 0.49% | New | 3,009 | $867K |
| STF Management LP | 0.42% | Add +3.6% | 3,002 | $865K |
| HB Wealth Management, LLC | 0.01% | Add +9.2% | 2,989 | $862K |
| Farrell Financial LLC | 0.63% | No change | 2,985 | $860K |
| Allworth Financial LP | 0.00% | Add +49.9% | 2,453 | $859K |
| FNY Investment Advisers, LLC | 0.53% | New | 2,963 | $854K |
| Wealth Management Partners, LLC | 0.39% | Reduce -17.6% | 2,940 | $848K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -14.7% | 2,925 | $843K |
| Diligent Investors, LLC | 0.20% | Add +14.9% | 2,917 | $841K |
| United Capital Financial Advisors, LLC | 0.01% | Add +27.1% | 2,912 | $839K |
| Financial Sense Advisors, Inc. | 0.24% | New | 2,911 | $839K |
| Yousif Capital Management, LLC | 0.01% | Add +42.9% | 2,909 | $839K |
| Garden State Investment Advisory Services LLC | 0.26% | Add +5.9% | 2,865 | $826K |
| DecisionMap Wealth Management, LLC | 0.62% | Add +0.1% | 2,817 | $812K |
| Souders Financial Advisors | 0.11% | Reduce -32.4% | 2,790 | $804K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +31.5% | 2,740 | $790K |
| KG Capital Management | 0.26% | New | 2,731 | $787K |
| Curran Financial Partners, LLC | 0.19% | No change | 2,729 | $787K |
| PFG Investments, LLC | 0.05% | Reduce -13.6% | 2,684 | $774K |
| Unique Wealth Strategies, LLC | 0.35% | No change | 2,670 | $770K |
| Maridea Wealth Management LLC | 0.25% | Add +79.9% | 2,664 | $768K |
| Milestone Asset Management, LLC | 0.16% | New | 2,662 | $767K |
| Bellecapital International Ltd. | 0.15% | No change | 2,641 | $761K |
| Westmount Partners, LLC | 0.23% | Add +21.1% | 2,624 | $756K |
| Rahlfs Capital, LLC | 0.75% | No change | 2,610 | $752K |
| SLT Holdings LLC | 0.75% | Add +108.2% | 2,603 | $750K |
| Nvwm, LLC | 0.20% | Add +0.1% | 2,565 | $739K |
| Sapient Capital LLC | 0.01% | New | 2,510 | $724K |
| Smith Anglin Financial, LLC | 0.08% | Add +42.8% | 2,507 | $723K |
| Resolute Advisors LLC | 0.21% | Add +57.9% | 2,506 | $722K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +1.2% | 2,505 | $722K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -3.5% | 2,492 | $718K |
| DAVENPORT & Co LLC | 0.00% | Add +3.0% | 2,480 | $715K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +7.6% | 2,472 | $713K |
| Plancorp, LLC | 0.03% | Reduce -0.5% | 2,469 | $712K |
| JT Stratford LLC | 0.13% | Add +77.6% | 2,445 | $705K |
| Belpointe Asset Management LLC | 0.04% | New | 2,418 | $697K |
| Caisse Des Depots Et Consignations | 0.03% | New | 2,404 | $693K |
| Kiker Wealth Management, LLC | 0.47% | Reduce -3.8% | 2,393 | $690K |
| Investment Partners Asset Management, Inc. | 0.54% | No change | 2,369 | $683K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -80.5% | 2,360 | $682K |
| Capital Advisors Inc. | 0.01% | Add +0.4% | 2,349 | $677K |
| Heritage Wealth Advisors | 0.03% | Reduce -11.8% | 2,339 | $674K |
| BridgePort Financial Solutions, LLC | 0.30% | No change | 2,330 | $672K |
| Cigna Investments Inc. | 0.13% | Add +34.6% | 2,316 | $668K |
| Park Square Financial Group, LLC | 0.52% | Reduce -4.9% | 2,290 | $660K |
| Meeder Advisory Services, Inc. | 0.04% | Add +52.6% | 2,267 | $654K |
| AXS Investments LLC | 0.18% | Reduce -5.2% | 2,265 | $653K |
| Strategic Blueprint, LLC | 0.04% | Reduce -22.3% | 2,260 | $652K |
| Stonehearth Capital Management, LLC | 0.26% | Add +10.2% | 2,206 | $636K |
| Royal Fund Management, LLC | 0.08% | Add +99.3% | 2,192 | $632K |
| LaSalle St. Investment Advisors, LLC | 0.15% | Add +14.0% | 2,137 | $616K |
| Arax Advisory Partners | 0.04% | Add +291.9% | 2,128 | $613K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +3.2% | 2,115 | $610K |
| Weaver Capital Management LLC | 0.16% | No change | 2,100 | $605K |
| Scotia Capital Inc. | 0.00% | Add +90.7% | 2,094 | $604K |
| Clearstead Advisors, LLC | 0.01% | Add +1283.3% | 2,075 | $598K |
| Wealthspire Advisors, LLC | 0.00% | Add +13.5% | 2,072 | $597K |
| Advisor OS, LLC | 0.07% | Add +2.0% | 2,055 | $592K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -48.7% | 2,054 | $592K |
| Rothschild Investment LLC | 0.04% | Add +2.3% | 2,049 | $591K |
| Wick Capital Partners, LLC | 0.18% | New | 2,046 | $590K |
| Frisch Financial Group, Inc. | 0.16% | No change | 2,000 | $577K |
| American Asset Management Inc. | 0.57% | No change | 2,000 | $577K |
| WealthTrust Asset Management, LLC | 0.43% | No change | 2,000 | $577K |
| LongView Wealth Management | 0.17% | No change | 2,000 | $577K |
| Nicholas Investment Partners, LP | 0.07% | New | 1,997 | $576K |
| Empower Advisory Group, LLC | 0.00% | Add +1.9% | 1,979 | $570K |
| Evergreen Capital Management LLC | 0.02% | Add +2.4% | 1,966 | $567K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.1% | 1,963 | $566K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +6.3% | 1,937 | $558K |
| Hollencrest Capital Management | 0.02% | Add +4.0% | 1,934 | $558K |
| Riverview Capital Advisers, LLC | 0.17% | No change | 1,908 | $550K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +50.9% | 1,904 | $549K |
| Sassicaia Capital Advisers LLC | 1.98% | New | 1,900 | $548K |
| Cascade Financial Partners, LLC | 0.07% | No change | 1,900 | $548K |
| Savvy Advisors, Inc. | 0.05% | New | 1,895 | $546K |
| Woodward Diversified Capital, LLC | 0.39% | New | 1,890 | $545K |
| Prospect Financial Services LLC | 0.30% | Reduce -3.9% | 1,873 | $540K |
| Lodestar Private Asset Management LLC | 0.07% | No change | 1,870 | $539K |
| Maripau Wealth Management LLC | 0.31% | Add +61.1% | 1,870 | $539K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -7.5% | 1,866 | $538K |
| Smith, Moore & Co. | 0.05% | Add +86.3% | 1,861 | $536K |
| Lauer Wealth, LLC | 0.41% | New | 1,405 | $536K |
| Rossby Financial, LCC | 0.23% | No change | 1,450 | $535K |
| Trek Financial, LLC | 0.04% | Add +36.8% | 1,836 | $529K |
| Castle Rock Wealth Management, LLC | 0.14% | Reduce -0.8% | 1,751 | $528K |
| CWA Asset Management Group, LLC | 0.03% | Add +26.4% | 1,820 | $525K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -3.0% | 1,807 | $521K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +49.1% | 1,803 | $520K |
| Evanson Asset Management, LLC | 0.04% | Reduce -31.8% | 1,803 | $520K |
| CHICAGO TRUST Co NA | 0.10% | Reduce -1.4% | 1,800 | $519K |
| Hartline Investment Corp./ | 0.07% | Reduce -94.9% | 1,799 | $519K |
| Portside Wealth Group, LLC | 0.08% | Add +116.3% | 1,795 | $517K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -67.2% | 1,687 | $516K |
| Hel Ved Capital Management Ltd | 0.26% | Reduce -79.6% | 1,755 | $506K |
| Consolidated Capital Management, LLC | 0.21% | Add +9.6% | 1,754 | $506K |
| Ethic Inc. | 0.01% | Add +43.2% | 1,642 | $502K |
| Florida Financial Advisors, LLC | 0.20% | Add +72.3% | 1,740 | $502K |
| Sage Mountain Advisors LLC | 0.04% | Reduce -19.7% | 1,742 | $502K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +11.6% | 1,737 | $501K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +2.8% | 1,701 | $490K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | No change | 1,693 | $488K |
| Mutual Advisors, LLC | 0.01% | Add +55.3% | 1,323 | $488K |
| Global Assets Advisory, LLC | 0.09% | New | 1,740 | $488K |
| Axq Capital, LP | 0.19% | Add +20.4% | 1,678 | $484K |
| Foguth Wealth Management, LLC. | 0.12% | No change | 1,667 | $481K |
| Vestia Personal Wealth Advisors | 0.38% | Reduce -0.9% | 1,651 | $476K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +35.0% | 1,650 | $476K |
| Greenbush Financial Group, LLC | 0.24% | Reduce -5.7% | 1,650 | $476K |
| Key Client Fiduciary Advisors, LLC | 0.22% | Add +51.1% | 1,643 | $474K |
| MJP Associates Inc. | 0.09% | New | 1,637 | $472K |
| First Financial Bankshares Inc | 0.01% | No change | 1,630 | $470K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.9% | 1,627 | $469K |
| Altus Wealth Group LLC | 0.22% | No change | 1,625 | $468K |
| Schorn Wealth LLC | 0.15% | Add +11.4% | 1,625 | $468K |
| ZEGA Investments, LLC | 0.14% | Add +3.3% | 1,622 | $468K |
| Integrity Alliance, Llc. | 0.02% | New | 1,620 | $467K |
| Bulltick Wealth Management, LLC | 0.12% | Add +8.8% | 1,615 | $466K |
| Crosspoint Financial, LLC | 1.34% | — | 1,606 | $463K |
| Certior Financial Group, LLC | 0.38% | No change | 1,605 | $463K |
| Blue Trust, Inc. | 0.01% | Add +11.4% | 1,601 | $461K |
| Mb, Levis & Associates, LLC | 0.21% | No change | 1,600 | $461K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.1% | 1,599 | $461K |
| Everhart Financial Group, Inc. | 0.06% | Add +17.7% | 1,591 | $459K |
| Edgestream Partners, L.P. | 0.02% | Reduce -85.3% | 1,590 | $458K |
| Bison Wealth, LLC | 0.04% | No change | 1,588 | $458K |
| Unique Wealth, LLC | 0.09% | Add +28.4% | 1,578 | $455K |
| Presidio Capital Management, LLC | 0.19% | No change | 1,573 | $453K |
| Red Door Wealth Management, LLC | 0.07% | Add +30.8% | 1,568 | $452K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -43.8% | 1,558 | $449K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -18.8% | 1,557 | $449K |
| Tsfg, LLC | 0.09% | Add +76.7% | 1,555 | $448K |
| Doliver Advisors, LP | 0.13% | New | 1,550 | $447K |
| QRG Capital Management, Inc. | 0.00% | Reduce -59.5% | 1,549 | $446K |
| Tradition Wealth Management, LLC | 0.04% | Add +18.6% | 1,540 | $444K |
| Chung Wu Investment Group, LLC | 0.53% | Reduce -47.7% | 1,535 | $442K |
| CENTRAL TRUST Co | 0.01% | Add +23.4% | 1,532 | $442K |
| Dillon & Associates Inc. | 0.07% | Add +43.5% | 1,521 | $438K |
| Brighton Jones LLC | 0.01% | Reduce -10.2% | 1,511 | $436K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -3.2% | 1,503 | $433K |
| Hoey Investments, Inc. | 0.09% | No change | 1,500 | $432K |
| XML Financial, LLC | 0.04% | No change | 1,500 | $432K |
| Finivi Inc. | 0.35% | Reduce -55.2% | 1,493 | $430K |
| Wealth Alliance Advisory Group, LLC | 0.09% | No change | 1,472 | $424K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -4.9% | 1,461 | $421K |
| Am Investment Strategies LLC | 0.10% | Reduce -31.3% | 1,451 | $418K |
| Asahi Life Asset Management Co., LTD. | 0.27% | New | 1,430 | $412K |
| Aventura Private Wealth, LLC | 0.22% | Add +6.0% | 1,425 | $411K |
| Crew Capital Management, Ltd | 0.34% | Add +23.8% | 1,422 | $410K |
| GR Financial Group, LLC | 0.06% | Add +55.8% | 1,418 | $409K |
| Sherbrooke Park Advisers LLC | 0.19% | New | 1,416 | $408K |
| Canal Capital Management, LLC | 0.07% | Add +24.6% | 1,415 | $408K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -56.3% | 1,407 | $406K |
| Two Sigma Securities, LLC | 0.06% | Add +31.9% | 1,402 | $404K |
| Friday Financial | 0.24% | New | 1,290 | $403K |
| Compound Planning, Inc. | 0.02% | Add +30.6% | 1,391 | $401K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +54.1% | 1,387 | $400K |
| Ionic Capital Management LLC | 0.74% | Add +1.2% | 1,386 | $400K |
| Berkeley Capital Partners, LLC | 0.11% | Add +2.0% | 1,364 | $393K |
| Merkkuri Wealth Advisors LLC | 0.33% | Add +1.9% | 1,356 | $391K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +77.7% | 1,336 | $385K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +62.1% | 1,318 | $380K |
| Abound Wealth Management | 0.13% | Add +30.9% | 1,316 | $379K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -18.7% | 1,314 | $379K |
| Client 1ST Advisory Group, LLC | 0.15% | Add +43.1% | 1,312 | $378K |
| Generation Capital Management LLC | 0.34% | Reduce -0.5% | 1,311 | $378K |
| Discipline Wealth Solutions, LLC | 0.18% | Add +27.5% | 1,309 | $377K |
| Willis Johnson & Associates, Inc. | 0.03% | New | 1,304 | $376K |
| Wealth Preservation Advisors, LLC | 0.27% | — | 1,301 | $375K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -20.1% | 1,300 | $375K |
| D.A. Davidson & Co. | 0.00% | Reduce -52.9% | 1,297 | $374K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Add +2.4% | 1,290 | $372K |
| Veracity Capital LLC | 0.15% | Add +31.6% | 1,286 | $371K |
| McAdam, LLC | 0.02% | Add +5.9% | 1,280 | $369K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +28.7% | 1,273 | $367K |
| Oder Investment Management, LLC | 0.31% | No change | 1,268 | $366K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Add +10.0% | 1,042 | $365K |
| Innovative Advisory Group, LLC | 0.34% | Reduce -16.8% | 1,253 | $361K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,241 | $358K |
| IFG Advisory, LLC | 0.02% | Reduce -5.4% | 1,232 | $355K |
| Snowden Capital Advisors LLC | 0.01% | Add +12.6% | 1,232 | $355K |
| Frank, Rimerman Advisors LLC | 0.03% | Reduce -4.6% | 1,218 | $351K |
| Principal Securities, Inc. | 0.01% | No change | 1,211 | $351K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 1,212 | $349K |
| Drive Wealth Management, LLC | 0.08% | Add +11.6% | 1,209 | $349K |
| Raiffeisen Bank International AG | 0.01% | New | 1,200 | $347K |
| Abundance Wealth Counselors | 0.07% | Add +3.7% | 1,200 | $346K |
| Powell Investment Advisors, LLC | 0.17% | New | 1,200 | $346K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.13% | No change | 1,200 | $346K |
| SkyOak Wealth, LLC | 0.08% | New | 1,200 | $346K |
| McIlrath & Eck, LLC | 0.04% | No change | 1,200 | $346K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | No change | 1,200 | $346K |
| Redwood Wealth Management Group, LLC | 0.17% | New | 1,185 | $342K |
| Simon Quick Advisors, LLC | 0.02% | Add +69.0% | 1,185 | $342K |
| Wise Wealth Partners | 0.82% | Reduce -4.6% | 1,185 | $341K |
| Mustard Seed Financial, LLC | 0.27% | No change | 1,179 | $340K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -23.2% | 1,176 | $339K |
| Composition Wealth, LLC | 0.01% | New | 1,175 | $339K |
| Howard Capital Management, LLC | 0.01% | New | 1,171 | $338K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.8% | 1,165 | $336K |
| Paragon Capital Management Inc. | 0.27% | New | 1,160 | $334K |
| Clear Creek Financial Management, LLC | 0.03% | Add +11.2% | 1,153 | $332K |
| Palisades Hudson Asset Management, L.P. | 0.15% | Reduce -29.0% | 1,141 | $329K |
| Arlington Capital Management, Inc. | 0.25% | Reduce -18.1% | 1,136 | $327K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +1.1% | 1,132 | $326K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Reduce -73.6% | 1,127 | $325K |
| Revisor Wealth Management LLC | 0.14% | Reduce -37.6% | 1,127 | $325K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +9.6% | 1,112 | $320K |
| Alpha Family Trust | 0.19% | New | 1,110 | $320K |
| Regatta Capital Group, LLC | 0.06% | Add +0.9% | 1,110 | $320K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +9.3% | 1,108 | $319K |
| Novak & Powell Financial Services, Inc. | 0.20% | Add +22.1% | 1,104 | $318K |
| Ground Swell Capital, LLC | 0.74% | New | 1,091 | $315K |
| Glass Jacobson Investment Advisors llc | 0.10% | No change | 1,079 | $313K |
| CI Investments Inc. | 0.00% | Reduce -25.3% | 1,059 | $305K |
| Altiora Financial Group, LLC | 0.06% | No change | 1,058 | $305K |
| Mgo One Seven LLC | 0.01% | Reduce -0.7% | 1,055 | $304K |
| Ostrum Asset Management | 0.02% | Reduce -2.6% | 1,043 | $301K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -7.0% | 1,041 | $300K |
| Old Mission Investment Co LLC | 0.09% | Reduce -1.3% | 1,040 | $300K |
| HBW Advisory Services LLC | 0.04% | Reduce -7.8% | 1,034 | $298K |
| Vista Finance, LLC | 0.26% | New | 1,033 | $298K |
| Phoenix Financial Ltd. | 0.00% | Reduce -41.1% | 1,033 | $298K |
| BCS Wealth Management | 0.08% | New | 1,015 | $293K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.18% | Add +11.0% | 1,010 | $292K |
| Black Diamond Financial, LLC | 0.04% | No change | 1,013 | $292K |
| Calton & Associates, Inc. | 0.07% | New | 1,012 | $292K |
| Alta Advisers Ltd | 0.12% | New | 1,010 | $291K |
| MRP Capital Investments, LLC | 0.27% | Reduce -4.8% | 1,000 | $288K |
| Independent Family Office, LLC | 0.15% | No change | 1,000 | $288K |
| Shoker Investment Counsel, Inc. | 0.10% | New | 1,000 | $288K |
| Whitener Capital Management, Inc. | 0.08% | No change | 1,000 | $288K |
| JBF Capital, Inc. | 0.06% | No change | 1,000 | $288K |
| Los Angeles Capital Management LLC | 0.00% | Add +9.9% | 1,000 | $288K |
| Savant Capital, LLC | 0.00% | Reduce -15.2% | 996 | $287K |
| TCFG Wealth Management, LLC | 0.14% | Reduce -13.3% | 986 | $284K |
| L2 Asset Management, LLC | 0.06% | Add +38.9% | 985 | $284K |
| Earned Wealth Advisors, LLC | 0.06% | Add +12.6% | 980 | $283K |
| FFG Partners, LLC | 0.12% | New | 980 | $283K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 968 | $279K |
| San Luis Wealth Advisors LLC | 0.06% | New | 1,439 | $276K |
| Invst, LLC | 0.04% | New | 950 | $274K |
| TRUE Private Wealth Advisors | 0.03% | New | 950 | $274K |
| Insight Advisors, LLC/ PA | 0.05% | New | 948 | $273K |
| LJI Wealth Management, LLC | 0.05% | Add +1.0% | 945 | $272K |
| Angeles Wealth Management, LLC | 0.02% | New | 938 | $270K |
| GK Wealth Management LLC | 0.34% | New | 931 | $268K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 931 | $268K |
| Abel Hall, LLC | 0.16% | Reduce -29.0% | 925 | $267K |
| International Assets Investment Management, LLC | 0.02% | New | 919 | $265K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -45.5% | 911 | $263K |
| Thompson Davis & Co., Inc. | 0.21% | New | 910 | $261K |
| CW Advisors, LLC | 0.00% | New | 899 | $260K |
| First National Corp. /Ma/ | 0.06% | New | 900 | $259K |
| Achmea Investment Management B.V. | 0.00% | Reduce -94.1% | 901 | $259K |
| Financial Partners Group, Inc | 0.04% | Add +4.7% | 891 | $257K |
| Soltis Investment Advisors LLC | 0.02% | Add +11.8% | 889 | $256K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -1.4% | 879 | $253K |
| Penserra Capital Management LLC | 0.00% | Reduce -97.0% | 880 | $253K |
| Narus Financial Partners, LLC | 0.09% | Reduce -8.2% | 875 | $252K |
| Nova R Wealth, Inc. | 0.12% | No change | 873 | $252K |
| HUB Investment Partners, LLC | 0.01% | Add +140.6% | 871 | $251K |
| First Heartland Consultants, Inc. | 0.03% | New | 857 | $247K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 856 | $247K |
| Peak Planning Group, LLC | 0.10% | No change | 852 | $246K |
| Cordatus Wealth Management LLC | 0.07% | No change | 850 | $245K |
| Premier Path Wealth Partners, LLC | 0.04% | Reduce -25.9% | 842 | $243K |
| Regions Financial Corp. | 0.00% | Reduce -17.6% | 840 | $242K |
| Power Wealth Management LLC | 0.10% | Add +0.2% | 833 | $240K |
| Duncan Williams Asset Management, LLC | 0.09% | Add +1.5% | 832 | $240K |
| GAMMA Investing LLC | 0.02% | Add +47.7% | 830 | $239K |
| MBL Wealth, LLC | 0.02% | New | 827 | $238K |
| Synergy Financial Group, LTD | 0.21% | No change | 820 | $236K |
| Family Manage LLC | 0.04% | Reduce -40.1% | 820 | $236K |
| Lanark Financial, Inc. | 0.02% | — | 820 | $236K |
| Almanack Investment Partners, LLC. | 0.05% | Add +6.1% | 815 | $235K |
| Summit Financial, LLC | 0.01% | Add +5.3% | 815 | $235K |
| Shell Asset Management Co. | 0.01% | Add +9.0% | 811 | $234K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 807 | $233K |
| West Michigan Advisors, LLC | 0.08% | Add +1.5% | 806 | $232K |
| Associated Banc-Corp | 0.01% | Reduce -17.9% | 805 | $232K |
| Precision Wealth Strategies, LLC | 0.18% | Add +2.9% | 804 | $232K |
| Littlejohn Financial Services, Inc. | 0.18% | No change | 800 | $231K |
| Firestone Capital Management | 0.06% | No change | 800 | $231K |
| JFG Wealth Management, LLC | 0.05% | No change | 800 | $231K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 800 | $231K |
| Fidelis Capital Partners, LLC | 0.02% | New | 625 | $230K |
| Pettinga Financial Advisors LLC | 0.05% | New | 795 | $229K |
| Pin Oak Investment Advisors Inc. | 0.17% | Add +95.9% | 568 | $229K |
| Citizens Financial Group Inc. | 0.00% | Reduce -1.6% | 794 | $229K |
| Formidable Asset Management, LLC | 0.04% | New | 789 | $227K |
| Callan Family Office, LLC | 0.02% | Reduce -14.5% | 789 | $227K |
| Mirador Capital Partners LP | 0.04% | New | 776 | $224K |
| PYA Waltman Capital, LLC | 0.07% | New | 770 | $222K |
| Strategic Investment Solutions, Inc. | 0.06% | Reduce -0.5% | 766 | $221K |
| Scarborough Advisors, LLC | 0.03% | Add +2.4% | 761 | $219K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -32.3% | 760 | $219K |
| Kovack Advisors, Inc. | 0.02% | No change | 760 | $219K |
| RPG Investment Advisory, LLC | 0.02% | New | 756 | $218K |
| Primoris Wealth Advisors, LLC | 0.17% | No change | 750 | $216K |
| Beacon Financial Strategies CORP | 0.15% | No change | 750 | $216K |
| WJ Interests, LLC | 0.10% | New | 750 | $216K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | No change | 750 | $216K |
| Sava Infond d.o.o. | 0.04% | Reduce -6.3% | 750 | $216K |
| Eschler Asset Management LLP | 0.53% | Reduce -92.3% | 749 | $216K |
| Financial Perspectives, Inc | 0.07% | Add +348.5% | 749 | $216K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 749 | $216K |
| Bernardo Wealth Planning LLC | 0.05% | Add +21.8% | 743 | $214K |
| Stelac Advisory Services LLC | 0.09% | No change | 740 | $213K |
| Allianz SE | 0.01% | Reduce -57.7% | 740 | $213K |
| Veltria Advisors Corp. | 0.14% | New | 737 | $212K |
| Tidemark, LLC | 0.08% | No change | 734 | $212K |
| Level Four Advisory Services, LLC | 0.01% | New | 734 | $212K |
| YHB Investment Advisors, Inc. | 0.02% | New | 726 | $209K |
| Norden Group LLC | 0.02% | New | 720 | $208K |
| King Wealth Management Group | 0.03% | New | 713 | $206K |
| Resonant Capital Advisors, LLC | 0.01% | New | 711 | $205K |
| Cardiff Park Advisors, LLC | 0.02% | New | 710 | $205K |
| Howland Capital Management LLC | 0.01% | Add +1.4% | 710 | $205K |
| Creative Financial Designs Inc. | 0.02% | Add +21.1% | 705 | $203K |
| Montz Harcus Wealth Management LLC | 0.11% | No change | 703 | $203K |
| Rehmann Capital Advisory Group | 0.01% | New | 702 | $203K |
| Northstar Financial Companies, Inc. | 0.22% | Reduce -6.7% | 700 | $202K |
| Pennington Partners & Co., LLC | 0.12% | No change | 700 | $202K |
| Pinnacle Wealth Management, LLC | 0.23% | Reduce -90.2% | 699 | $202K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -6.2% | 696 | $201K |
| Proficio Capital Partners LLC | 0.02% | Reduce -28.4% | 698 | $201K |
| TD Waterhouse Canada Inc. | 0.00% | Add +22.5% | 643 | $197K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 665 | $192K |
| Lindbrook Capital, LLC | 0.02% | Add +15.4% | 622 | $179K |
| Continuum Advisory, LLC | 0.02% | No change | 620 | $179K |
| CoreCap Advisors, LLC | 0.01% | Reduce -51.5% | 603 | $174K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 600 | $173K |
| Stonebridge Financial Group, LLC | 0.02% | Add +7.6% | 592 | $171K |
| Evermay Wealth Management LLC | 0.02% | New | 580 | $167K |
| Brooklyn Investment Group | 0.04% | Add +160.1% | 567 | $163K |
| WPG Advisers, LLC | 0.15% | Add +5.6% | 551 | $159K |
| Webster Bank, N. A. | 0.02% | No change | 520 | $150K |
| Triglav Investments, D.O.O. | 0.01% | New | 500 | $144K |
| Quarry LP | 0.04% | Add +715.0% | 489 | $141K |
| Vestor Capital, LLC | 0.01% | No change | 453 | $131K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -58.1% | 443 | $128K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | Add +15.1% | 435 | $125K |
| Sunbelt Securities, Inc. | 0.01% | No change | 434 | $125K |
| Global Wealth Strategies & Associates | 0.04% | Add +482.9% | 408 | $118K |
| PSI Advisors, LLC | 0.04% | Reduce -12.4% | 403 | $116K |
| Coston, McIsaac & Partners | 0.03% | Add +33.3% | 400 | $115K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.8% | 398 | $115K |
| S.A. Mason LLC | 0.06% | Add +0.5% | 392 | $113K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.3% | 380 | $110K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | No change | 365 | $105K |
| Versant Capital Management, Inc | 0.02% | Add +146.1% | 347 | $100K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 341 | $98K |
| Pacific Center for Financial Services | 0.03% | No change | 330 | $95K |
| Cornerstone Planning Group LLC | 0.02% | Add +1.5% | 266 | $92K |
| Compagnie Lombard Odier SCmA | 0.00% | Add +186.4% | 315 | $91K |
| Optimum Investment Advisors | 0.04% | Add +55.0% | 310 | $89K |
| REAP Financial Group, LLC | 0.02% | No change | 310 | $89K |
| North Star Investment Management Corp. | 0.01% | Reduce -4.6% | 310 | $89K |
| Eq Wealth Advisors, LLC | 0.07% | New | 307 | $88K |
| CX Institutional | 0.00% | New | 291 | $84K |
| GeoWealth Management, LLC | 0.00% | Add +12.0% | 261 | $75K |
| Burkett Financial Services, LLC | 0.03% | No change | 250 | $72K |
| Bogart Wealth, LLC | 0.00% | Reduce -37.0% | 249 | $72K |
| ICONIQ Capital, LLC | 0.00% | New | 838 | $70K |
| Ancora Advisors LLC | 0.00% | No change | 240 | $69K |
| Dagco, Inc. | 0.02% | New | 237 | $68K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +40.9% | 231 | $67K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | New | 222 | $64K |
| HighMark Wealth Management LLC | 0.04% | Reduce -44.4% | 215 | $62K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 215 | $62K |
| FSC Wealth Advisors, LLC | 0.04% | No change | 210 | $61K |
| TFC Financial Management, Inc. | 0.01% | Reduce -16.8% | 208 | $60K |
| CVA Family Office, LLC | 0.01% | Reduce -22.3% | 206 | $59K |
| Westside Investment Management, Inc. | 0.01% | No change | 206 | $59K |
| Costello Asset Management, INC | 0.02% | New | 200 | $58K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 200 | $58K |
| Private Trust Co. NA | 0.01% | Reduce -1.5% | 200 | $58K |
| Darwin Wealth Management, LLC | 0.02% | No change | 190 | $55K |
| Vermillion Wealth Management, Inc. | 0.02% | No change | 185 | $53K |
| St Germain D J Co. Inc. | 0.00% | No change | 177 | $51K |
| Dogwood Wealth Management LLC | 0.03% | Reduce -11.1% | 176 | $51K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 175 | $50K |
| Catalyst Capital Advisors LLC | 0.00% | New | 174 | $50K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 172 | $50K |
| Capital Analysts, LLC | 0.00% | New | 170 | $49K |
| Activest Wealth Management | 0.01% | Add +46.9% | 166 | $48K |
| Hexagon Capital Partners LLC | 0.01% | Add +7750.0% | 157 | $45K |
| Opal Wealth Advisors, LLC | 0.01% | New | 155 | $45K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 150 | $43K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 100 | $42K |
| Nemes Rush Group LLC | 0.01% | No change | 136 | $39K |
| Assetmark, Inc. | 0.00% | Add +189.4% | 136 | $39K |
| Huntington National Bank | 0.00% | Add +10.8% | 133 | $38K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -2.2% | 132 | $38K |
| DT Investment Partners, LLC | 0.00% | No change | 130 | $37K |
| Parkside Financial Bank & Trust | 0.00% | Add +37.2% | 129 | $37K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 128 | $37K |
| Sandy Spring Bank | 0.00% | No change | 126 | $36K |
| SouthState Bank Corp | 0.00% | New | 123 | $35K |
| Covestor Ltd | 0.02% | Add +5.6% | 114 | $33K |
| Horrell Capital Management, Inc. | 0.01% | No change | 107 | $31K |
| Private Wealth Management Group, LLC | 0.01% | No change | 105 | $30K |
| Montag A & Associates Inc. | 0.00% | Add +50.0% | 105 | $30K |
| Mather Group, Llc. | 0.00% | Add +4.0% | 104 | $30K |
| UMB Bank, n.a. | 0.00% | Add +3.0% | 103 | $30K |
| Smallwood Wealth Investment Management, LLC | 0.02% | New | 102 | $29K |
| Avondale Wealth Management | 0.02% | No change | 100 | $29K |
| First United Bank & Trust | 0.01% | New | 100 | $29K |
| Garde Capital, Inc. | 0.00% | Reduce -80.0% | 100 | $29K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -70.9% | 93 | $27K |
| Safe Harbor Fiduciary, LLC | 0.03% | No change | 92 | $27K |
| Dunhill Financial, LLC | 0.01% | Add +3.4% | 92 | $26K |
| Fortitude Family Office, LLC | 0.01% | No change | 90 | $26K |
| Meeder Asset Management Inc. | 0.00% | Add +47.5% | 90 | $26K |
| Saudi Central Bank | 0.14% | New | 89 | $26K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -31.3% | 88 | $25K |
| MV Capital Management, Inc. | 0.00% | Add +20.6% | 88 | $25K |
| IAG Wealth Partners, LLC | 0.00% | No change | 87 | $25K |
| Transce3nd, LLC | 0.01% | Add +50.0% | 87 | $25K |
| First PREMIER Bank | 0.01% | Add +147.1% | 84 | $24K |
| Arlington Trust Co LLC | 0.00% | No change | 80 | $23K |
| Grove Bank & Trust | 0.00% | New | 80 | $23K |
| Colonial Trust Advisors | 0.00% | No change | 80 | $23K |
| ORG Partners LLC | 0.01% | No change | 75 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +15.6% | 74 | $23K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.02% | Add +476.9% | 75 | $22K |
| Sierra Ocean, LLC | 0.02% | Add +35.9% | 72 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 69 | $20K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +18.9% | 63 | $18K |
| Riggs Asset Managment Co. Inc. | 0.01% | Add +2950.0% | 61 | $18K |
| Painted Porch Advisors LLC | 0.01% | No change | 60 | $17K |
| City State Bank | 0.01% | Add +83.3% | 55 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +82.8% | 53 | $15K |
| Millstone Evans Group, LLC | 0.01% | No change | 50 | $14K |
| AllSquare Wealth Management LLC | 0.01% | No change | 50 | $14K |
| Bank of New Hampshire | 0.00% | No change | 50 | $14K |
| Trust Co | 0.00% | No change | 50 | $14K |
| Avalon Trust Co | 0.00% | New | 50 | $14K |
| HM Payson & Co. | 0.00% | Reduce -9.1% | 50 | $14K |
| Crewe Advisors LLC | 0.00% | Add +26.3% | 48 | $14K |
| Highline Wealth Partners LLC | 0.00% | Add +23.7% | 47 | $14K |
| Asset Dedication, LLC | 0.00% | Add +27.0% | 47 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 45 | $13K |
| Berbice Capital Management LLC | 0.01% | No change | 45 | $13K |
| Quadrant Capital Group LLC | 0.00% | Reduce -48.8% | 44 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Add +38.7% | 43 | $12K |
| Chilton Capital Management LLC | 0.00% | Add +58.3% | 38 | $11K |
| Runnymede Capital Advisors, Inc. | 0.01% | No change | 37 | $11K |
| Albion Financial Group | 0.00% | No change | 37 | $11K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +142.9% | 34 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | Add +3.1% | 33 | $10K |
| Quent Capital, LLC | 0.00% | Add +43.5% | 33 | $10K |
| Sachetta, LLC | 0.00% | Add +45.5% | 32 | $9K |
| Bessemer Group Inc. | 0.00% | New | 30 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -72.3% | 31 | $9K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 30 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 30 | $9K |
| Avion Wealth | 0.00% | No change | 31 | $8K |
| American Capital Advisory, LLC | 0.00% | Add +52.9% | 26 | $7K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 25 | $7K |
| Pinney & Scofield, Inc. | 0.01% | No change | 25 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 25 | $7K |
| Clearstead Trust, LLC | 0.00% | New | 24 | $7K |
| AlphaQuest LLC | 0.00% | Reduce -91.3% | 22 | $6K |
| Roble, Belko & Company, Inc | 0.00% | Add +10.0% | 22 | $6K |
| Addison Advisors LLC | 0.00% | Reduce -20.0% | 20 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 20 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +58.3% | 19 | $5K |
| BankPlus Trust Department | 0.00% | No change | 17 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -50.0% | 16 | $5K |
| Winch Advisory Services, LLC | 0.00% | New | 16 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 15 | $4K |
| TD Private Client Wealth LLC | 0.00% | New | 15 | $4K |
| Hughes Financial Services, LLC | 0.00% | New | 14 | $4K |
| Binnacle Investments Inc | 0.00% | — | 14 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 12 | $3K |
| Capital A Wealth Management, LLC | 0.00% | No change | 12 | $3K |
| Aspect Partners, LLC | 0.00% | Reduce -87.6% | 12 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 12 | $3K |
| Concord Wealth Partners | 0.00% | No change | 10 | $3K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 9 | $3K |
| Greenline Partners, LLC | 0.00% | New | 9 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Add +100.0% | 8 | $2K |
| WealthTrak Capital Management LLC | 0.00% | Add +100.0% | 8 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 7 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 7 | $2K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | Reduce -96.0% | 7 | $2K |
| TD Capital Management LLC | 0.00% | New | 7 | $2K |
| WASHINGTON TRUST Co | 0.00% | New | 7 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | — | 6 | $2K |
| Zions Bancorporation, National Association | 0.00% | — | 6 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -72.2% | 5 | $1K |
| Atwood & Palmer Inc. | 0.00% | New | 5 | $1K |
| North Capital, Inc. | 0.00% | — | 5 | $1K |
| True Wealth Design, LLC | 0.00% | Add +150.0% | 5 | $1K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 4 | $1K |
| Rise Advisors, LLC | 0.00% | Reduce -97.9% | 4 | $1K |
| Financial Management Professionals, Inc. | 0.00% | Add +33.3% | 4 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 5 | $1K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -98.3% | 3 | $918 |
| Clear Investment Research, LLC | 0.00% | No change | 3 | $865 |
| Whipplewood Advisors, LLC | 0.00% | New | 49 | $865 |
| Bare Financial Services, Inc | 0.00% | New | 3 | $865 |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 3 | $865 |
| Bear Mountain Capital, Inc. | 0.00% | New | 2 | $763 |
| Byrne Asset Management LLC | 0.00% | Reduce -87.5% | 2 | $577 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $577 |
| JFS Wealth Advisors, LLC | 0.00% | New | 2 | $577 |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 1 | $288 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 1 | $219 |
| PrairieView Partners, LLC | 0.00% | New | 1 | $0 |
| Fairman Group, LLC | 0.00% | New | 200 | $0 |
"% of holder's portfolio" is MSTR's weight in each manager's 13F, not the share of Strategy Inc. the manager owns.