StrategyMSTR
13F holders, Q2 2025 (June 30)1,161holders +148
218new positions
76sold out
8famous investors
$403.51avg. 13F price*
At the end of Q2 2025, 1,161 institutions reported holding Strategy Inc. (MSTR) in their 13F filings, up 148 from Q1 2025. 218 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($7.5B), Capital International Investors ($5.9B) and BlackRock, Inc. ($5.7B). 8 famous investors held it, including Bill Miller (2.6% of Miller Value Partners's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Strategy Inc.
- Filed as
- MICROSTRATEGY INC (Q2 2025)
- Sector
- Technology
- CUSIP
- 594972408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 218 | $3.1B |
| Exits | 76 | $1.7B |
All 13F filers, Q1 2025 → Q2 2025: 26,732,660 shares bought and 14,713,810 shares sold, net +12,018,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,161 holders
| Vanguard Group Inc. | 0.12% | Reduce -9.9% | 18,539,756 | $7.5B |
| Capital International Investors | 1.02% | Reduce -0.3% | 14,631,088 | $5.9B |
| BlackRock, Inc. | 0.11% | Reduce -1.6% | 14,189,688 | $5.7B |
| Morgan Stanley | 0.24% | Add +19.7% | 9,195,257 | $3.7B |
| Clear Street LLC | 14.25% | New | 5,971,971 | $2.4B |
| State Street Corp. | 0.08% | Add +9.9% | 5,484,569 | $2.2B |
| Cantor Fitzgerald, L. P. | 44.08% | Reduce -5.1% | 4,415,730 | $1.8B |
| Geode Capital Management, LLC | 0.10% | Reduce -14.8% | 3,521,664 | $1.4B |
| JPMorgan Chase & Co. | 0.09% | Add +180.1% | 3,148,136 | $1.3B |
| Capital Research Global Investors | 0.26% | Add +14.8% | 3,147,454 | $1.3B |
| Norges Bank | 0.15% | Add +12.0% | 2,976,182 | $1.2B |
| Weiss Asset Management LP | 16.79% | Add +81.6% | 2,208,879 | $892.9M |
| FMR LLC | 0.05% | Add +266.5% | 2,062,357 | $833.7M |
| Marex Group Ltd | 14.45% | Add +12.1% | 1,880,145 | $759.9M |
| Amundi | 0.25% | Add +378.9% | 1,783,982 | $717.7M |
| T. Rowe Price Associates Inc. | 0.07% | Add +412.8% | 1,600,116 | $646.8M |
| UBS Group AG | 0.13% | Reduce -29.6% | 1,534,683 | $620.4M |
| Northern Trust Corp. | 0.08% | Add +6.8% | 1,488,075 | $601.5M |
| Invesco Ltd. | 0.10% | Add +14.0% | 1,398,098 | $565.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Add +27.8% | 1,336,029 | $540.1M |
| Hudson Bay Capital Management LP | 3.56% | Add +65.2% | 1,191,358 | $481.6M |
| Legal & General Group Plc | 0.12% | Add +19.1% | 1,168,437 | $472.3M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +5.6% | 1,066,971 | $431.3M |
| Capital World Investors | 0.06% | Add +61.5% | 1,054,359 | $426.2M |
| Belvedere Trading LLC | 29.91% | Add +4.7% | 939,151 | $379.6M |
| Bank of Montreal | 0.19% | Add +394.3% | 920,353 | $372.0M |
| Bank of New York Mellon Corp | 0.07% | Reduce -0.4% | 908,442 | $367.2M |
| Goldman Sachs Group Inc. | 0.05% | Add +138.1% | 791,865 | $320.1M |
| Swiss National Bank | 0.18% | Add +17.1% | 749,300 | $302.9M |
| Bank of America Corp. | 0.02% | Add +80.3% | 725,862 | $293.4M |
| Wells Fargo & Company | 0.06% | Add +96.6% | 721,783 | $291.8M |
| Natixis | 1.45% | Add +161.4% | 715,598 | $289.3M |
| Harvest Portfolios Group Inc. | 6.66% | Add +181.8% | 708,040 | $286.2M |
| Deutsche Bank AG | 0.10% | Add +27.2% | 658,725 | $266.3M |
| LPL Financial LLC | 0.09% | Add +4.2% | 651,203 | $263.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.15% | Add +11.3% | 588,538 | $237.9M |
| National Bank of Canada | 0.25% | Reduce -23.7% | 567,946 | $229.6M |
| National Pension Service | 0.18% | Add +75.0% | 507,093 | $205.0M |
| Barclays PLC | 0.08% | Add +11.1% | 501,533 | $202.7M |
| Nuveen, LLC | 0.05% | Reduce -16.6% | 455,335 | $184.1M |
| Mirae Asset Securities (usa) Inc. | 7.78% | Add +24.1% | 436,124 | $176.3M |
| CTC LLC | 10.90% | New | 422,546 | $170.8M |
| Tidal Investments LLC | 1.11% | Reduce -12.7% | 419,846 | $169.7M |
| Voloridge Investment Management, LLC | 0.63% | Add +2334.9% | 419,721 | $169.7M |
| California Public Employees Retirement System | 0.11% | Add +14.9% | 410,596 | $166.0M |
| California State Teachers Retirement System | 0.17% | Add +15.1% | 387,910 | $156.8M |
| First Trust Advisors LP | 0.11% | Reduce -26.6% | 348,731 | $141.0M |
| ProShare Advisors LLC | 0.28% | Add +11.5% | 346,462 | $140.1M |
| HSBC Holdings PLC | 0.08% | Add +24.5% | 308,556 | $124.6M |
| SG Americas Securities, LLC | 0.52% | Reduce -6.0% | 290,288 | $117.3M |
| Citigroup Inc. | 0.08% | Add +8.6% | 282,281 | $114.1M |
| New York State Common Retirement Fund | 0.15% | Add +142.7% | 281,450 | $113.8M |
| Rhumbline Advisers | 0.09% | Add +0.6% | 270,056 | $109.2M |
| BNP Paribas Financial Markets | 0.08% | Add +64.7% | 254,986 | $103.1M |
| Susquehanna International Group, LLP | 0.15% | Reduce -71.0% | 246,720 | $99.7M |
| Stifel Financial Corp. | 0.10% | Reduce -0.2% | 245,498 | $99.2M |
| State Board of Administration of Florida Retirement System | 0.17% | Add +8.2% | 240,026 | $97.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.08% | Add +15.9% | 232,967 | $94.2M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -13.1% | 207,331 | $83.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.09% | Add +189.8% | 204,564 | $82.7M |
| Royal Bank of Canada | 0.01% | Add +15.8% | 188,657 | $76.3M |
| Aviva PLC | 0.15% | Add +43.1% | 185,087 | $74.8M |
| Ossiam | 0.84% | Add +75.3% | 184,402 | $74.5M |
| Victory Capital Management Inc. | 0.05% | Add +4.5% | 184,273 | $74.5M |
| Storebrand Asset Management As | 0.19% | Add +17.8% | 163,420 | $66.1M |
| Walleye Trading LLC | 1.59% | Add +154.5% | 160,859 | $65.0M |
| BLKBRD Asset Management, LP | 36.29% | Add +60.9% | 159,261 | $64.4M |
| Jane Street Group, LLC | 0.11% | Add +553.1% | 159,156 | $64.3M |
| Group One Trading LLC | 2.08% | Add +7.7% | 157,346 | $63.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.12% | Reduce -2.6% | 155,360 | $62.8M |
| Corient Private Wealth LP | 0.08% | Add +92.3% | 148,054 | $59.8M |
| Horizon Kinetics Asset Management LLC | 0.70% | Reduce -9.9% | 145,499 | $58.8M |
| Van Eck Associates Corp. | 0.06% | Add +9.0% | 140,024 | $56.6M |
| Korea Investment CORP | 0.12% | Add +43.1% | 137,194 | $55.5M |
| Jain Global LLC | 0.89% | New | 134,916 | $54.5M |
| Strong Tower Advisory Services | 10.69% | Reduce -1.0% | 134,075 | $54.2M |
| State of Wisconsin Investment Board | 0.13% | Add +3.7% | 132,202 | $53.4M |
| Treasurer of the State of North Carolina | 0.17% | Add +19.9% | 129,344 | $52.3M |
| Mariner, LLC | 0.07% | Add +48.4% | 127,008 | $51.3M |
| Robeco Institutional Asset Management B.V. | 0.08% | Add +75.7% | 125,650 | $50.8M |
| Aspiring Ventures, LLC | 23.48% | Add +6.7% | 124,634 | $50.4M |
| Cetera Investment Advisers | 0.09% | Add +6.0% | 124,569 | $50.4M |
| HRT Financial LP | 0.22% | New | 124,551 | $50.3M |
| KBC Group NV | 0.12% | Add +20.4% | 114,376 | $46.2M |
| Royal London Asset Management Ltd. | 0.10% | Add +3.1% | 113,451 | $45.9M |
| Danske Bank A/S | 0.11% | Reduce -3.6% | 110,360 | $44.6M |
| Foundations Investment Advisors, LLC | 0.70% | Add +2.5% | 109,762 | $44.4M |
| Osaic Holdings, Inc. | 0.08% | Reduce -8.1% | 109,061 | $44.1M |
| TD Asset Management Inc | 0.04% | Add +22.1% | 107,991 | $43.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.10% | Add +5.5% | 106,793 | $43.2M |
| Jump Financial, LLC | 0.53% | Reduce -69.4% | 103,188 | $41.7M |
| Pictet Asset Management Holding SA | 0.04% | Add +22.3% | 101,945 | $41.2M |
| Public Employees Retirement System of Ohio | 0.14% | Add +26.8% | 101,880 | $41.2M |
| Asset Management One Co., Ltd. | 0.13% | Add +13.6% | 100,482 | $40.6M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -10.4% | 100,212 | $40.5M |
| Raymond James Financial Inc. | 0.01% | Add +10.0% | 99,897 | $40.4M |
| Creative Planning | 0.03% | Reduce -9.7% | 99,788 | $40.3M |
| Schroder Investment Management Group | 0.03% | Add +65.4% | 97,942 | $39.6M |
| Neuberger Berman Group LLC | 0.03% | Add +66.3% | 97,901 | $39.6M |
| Vident Advisory, LLC | 0.44% | Add +760.1% | 97,723 | $39.5M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +10.5% | 96,889 | $39.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.08% | Reduce -13.1% | 93,273 | $37.7M |
| Quantitative Investment Management, LLC | 5.04% | New | 92,997 | $37.6M |
| Mn Services Vermogensbeheer B.V. | 0.26% | New | 92,500 | $37.4M |
| LMR Partners LLP | 0.85% | Reduce -15.2% | 91,682 | $37.1M |
| Shariaportfolio, Inc. | 15.60% | Add +2.9% | 90,138 | $36.4M |
| KLP Kapitalforvaltning As | 0.16% | Add +17.0% | 89,500 | $36.2M |
| Stevens Capital Management LP | 9.77% | New | 88,977 | $36.0M |
| Handelsbanken Fonder AB | 0.13% | Add +77.1% | 88,637 | $35.8M |
| Nomura Holdings Inc. | 0.28% | Add +20.2% | 86,937 | $35.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Add +1.3% | 86,310 | $34.9M |
| Nomura Asset Management Co. Ltd. | 0.09% | Add +13.9% | 84,250 | $34.1M |
| State of New Jersey Common Pension Fund D | 0.13% | Add +8.9% | 83,451 | $33.7M |
| HighTower Advisors, LLC | 0.04% | Add +8.8% | 82,664 | $33.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -16.9% | 82,308 | $33.3M |
| D. E. Shaw & Co. | 0.03% | Add +74.0% | 80,143 | $32.4M |
| Swedbank AB | 0.04% | Add +32.0% | 79,437 | $32.1M |
| Wolverine Trading, LLC | 0.81% | Add +92.4% | 82,933 | $31.8M |
| Resona Asset Management Co.,Ltd. | 0.15% | Add +13.6% | 77,914 | $31.3M |
| Squarepoint Ops LLC | 0.07% | Reduce -18.0% | 77,034 | $31.1M |
| STRS Ohio | 0.12% | Add +2345.9% | 76,801 | $31.0M |
| Brevan Howard Capital Management LP | 0.34% | New | 75,116 | $30.4M |
| Teacher Retirement System of Texas | 0.13% | Add +3.4% | 75,075 | $30.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.17% | Add +29.5% | 74,974 | $30.3M |
| Arizona State Retirement System | 0.17% | Add +8.7% | 72,315 | $29.2M |
| Accuvest Global Advisors | 18.88% | Reduce -15.4% | 71,795 | $29.0M |
| Schonfeld Strategic Advisors LLC | 0.22% | Add +5374.9% | 71,173 | $28.8M |
| Kapstone Financial Advisors LLC | 14.21% | Add +2.6% | 70,485 | $28.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.6% | 69,248 | $28.0M |
| Correct Capital Wealth Management | 5.41% | Reduce -63.5% | 68,721 | $27.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +37.6% | 68,353 | $27.6M |
| Generali Asset Management SPA SGR | 0.62% | Add +4.1% | 67,806 | $27.4M |
| Renaissance Technologies | 0.04% | Add +1172.1% | 264,599 | $26.5M |
| Millennium Management | 0.02% | New | 65,540 | $26.5M |
| Sassicaia Capital Advisers LLC | 16.31% | Add +3290.0% | 64,410 | $26.0M |
| Toronto Dominion Bank | 0.06% | Add +40.6% | 64,064 | $25.9M |
| Nissay Asset Management Corp. /Japan | 0.15% | Add +12.4% | 63,925 | $25.8M |
| EULAV Asset Management | 0.59% | Reduce -16.7% | 62,500 | $25.3M |
| Exchange Traded Concepts, LLC | 0.32% | Reduce -9.2% | 61,439 | $24.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +20.0% | 61,073 | $24.7M |
| Guggenheim Capital LLC | 0.20% | Add +36.4% | 60,200 | $24.3M |
| Ameriprise Financial Inc. | 0.01% | Add +5.5% | 59,429 | $24.0M |
| Kestra Advisory Services, LLC | 0.12% | Add +2.3% | 59,167 | $23.9M |
| Zurich Insurance Group Ltd | 0.18% | New | 56,885 | $23.0M |
| Independent Advisor Alliance | 0.66% | Reduce -2.2% | 56,826 | $23.0M |
| Voya Investment Management LLC | 0.03% | Reduce -23.1% | 56,399 | $22.8M |
| Wealthfront Advisers LLC | 0.06% | Reduce -2.9% | 55,614 | $22.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.22% | Add +436.6% | 55,401 | $22.4M |
| Daiwa Securities Group Inc. | 0.08% | Add +6.6% | 54,436 | $22.3M |
| Two Sigma Investments, LP | 0.04% | New | 53,823 | $21.8M |
| CIBC Asset Management Inc | 0.07% | Add +4.4% | 53,501 | $21.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.09% | Add +14.6% | 50,983 | $20.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.8% | 50,914 | $20.6M |
| GF Fund Management Co. LTD. | 0.41% | Reduce -1.4% | 50,589 | $20.4M |
| Forsta Ap-Fonden | 0.13% | Add +10.5% | 50,400 | $20.4M |
| Compass Ion Advisors, LLC | 2.20% | Reduce -7.1% | 50,248 | $20.3M |
| NewEdge Advisors, LLC | 0.10% | Add +7.4% | 49,867 | $20.2M |
| Avantax Advisory Services, Inc. | 0.11% | Add +2.7% | 49,309 | $19.9M |
| MADDEN SECURITIES Corp | 6.80% | Add +0.1% | 49,296 | $19.9M |
| Twin Tree Management, LP | 0.50% | Reduce -49.8% | 49,011 | $19.8M |
| MML Investors Services, LLC | 0.06% | Add +11.2% | 48,710 | $19.7M |
| IFM Investors Pty Ltd | 0.18% | Add +11.1% | 47,697 | $19.3M |
| Independent Financial Group, LLC | 0.52% | Add +21.7% | 46,401 | $18.8M |
| DNB Asset Management AS | 0.08% | Add +16.3% | 46,174 | $18.7M |
| Fiduciary Alliance LLC | 1.36% | Add +28.4% | 44,918 | $18.2M |
| Y-Intercept (Hong Kong) Ltd | 0.44% | New | 44,622 | $18.0M |
| Capital Wealth Alliance, LLC | 9.58% | Add +0.5% | 44,091 | $17.8M |
| Consolidated Portfolio Review Corp | 2.38% | Reduce -3.4% | 42,532 | $17.2M |
| Acorn Financial Advisory Services Inc. | 2.80% | Reduce -11.3% | 42,318 | $17.1M |
| Man Group plc | 0.04% | New | 41,956 | $17.0M |
| Private Advisor Group, LLC | 0.09% | Reduce -41.6% | 41,457 | $16.8M |
| NEOS Investment Management LLC | 0.21% | Add +84.0% | 41,118 | $16.6M |
| USS Investment Management Ltd | 0.10% | New | 40,953 | $16.6M |
| Capital Fund Management S.A. | 0.18% | Add +9.2% | 40,661 | $16.4M |
| AXA S.A. | 0.05% | Add +13.2% | 40,266 | $16.3M |
| Sei Investments Co. | 0.02% | Add +55.8% | 39,905 | $16.1M |
| Moors & Cabot, Inc. | 0.74% | Reduce -1.3% | 39,220 | $15.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.09% | Reduce -10.2% | 38,942 | $15.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -14.8% | 38,927 | $15.7M |
| Vista Investment Partners Ii, LLC | 7.58% | Reduce -4.7% | 38,873 | $15.7M |
| ExodusPoint Capital Management, LP | 0.19% | New | 38,453 | $15.5M |
| Police & Firemen's Retirement System of New Jersey | 0.14% | Add +12.8% | 37,932 | $15.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.14% | Add +2.9% | 37,876 | $15.3M |
| Kingswood Wealth Advisors, LLC | 1.20% | Add +6.2% | 37,614 | $15.2M |
| Aberdeen Group plc | 0.03% | Add +26.1% | 37,776 | $15.2M |
| Tudor Investment Corporation | 0.11% | Add +328.8% | 37,373 | $15.1M |
| SKY-Mountain Capital Management, Inc. | 9.73% | Add +1.4% | 36,429 | $14.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +15.3% | 36,099 | $14.5M |
| Varma Mutual Pension Insurance Co | 0.10% | Add +25.8% | 35,100 | $14.2M |
| Qube Research & Technologies Ltd | 0.02% | New | 34,766 | $14.1M |
| Prospera Financial Services Inc | 0.26% | Add +228.0% | 34,108 | $13.8M |
| SBI Securities Co., Ltd. | 0.40% | Reduce -7.1% | 34,061 | $13.8M |
| Cibc World Market Inc. | 0.03% | Add +240.9% | 34,014 | $13.7M |
| American Century Companies Inc. | 0.01% | Add +21.4% | 33,927 | $13.7M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -18.0% | 32,961 | $13.3M |
| Public Employees Retirement Association of Colorado | 0.05% | Add +7.0% | 32,709 | $13.2M |
| EverSource Wealth Advisors, LLC | 0.60% | Add +1.9% | 32,691 | $13.2M |
| Rafferty Asset Management, LLC | 0.04% | Reduce -24.7% | 32,349 | $13.1M |
| Franklin Resources Inc. | 0.00% | Add +72.8% | 30,429 | $12.3M |
| United Capital Management of KS, Inc. | 1.85% | Add +0.1% | 29,269 | $11.8M |
| Cresset Asset Management, LLC | 0.06% | Reduce -26.7% | 28,938 | $11.7M |
| Shelton Capital Management | 0.27% | Add +9.2% | 28,873 | $11.7M |
| IHT Wealth Management, LLC | 0.32% | Reduce -9.1% | 28,748 | $11.6M |
| Pacific Capital Wealth Advisors, Inc. | 2.11% | Add +1.3% | 29,089 | $11.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.0% | 28,461 | $11.5M |
| Cibc World Markets Corp. | 0.08% | Add +175.0% | 28,389 | $11.5M |
| Xponance LLC | 0.10% | Add +13.3% | 28,248 | $11.4M |
| iA Global Asset Management Inc. | 0.17% | Add +7.4% | 28,106 | $11.4M |
| Clarity Capital Partners LLC | 4.06% | Reduce -0.6% | 28,026 | $11.3M |
| Rakuten Securities, Inc. | 4.40% | Add +3.7% | 27,745 | $11.2M |
| OP Asset Management Ltd | 0.16% | Add +12.0% | 26,350 | $10.7M |
| Advisory Services Network, LLC | 0.17% | Add +244.6% | 26,260 | $10.6M |
| Utah Retirement Systems | 0.11% | Add +3.2% | 26,104 | $10.6M |
| Erste Asset Management GmbH | 0.09% | No change | 27,000 | $10.4M |
| Leonteq Securities AG | 0.60% | Reduce -25.8% | 25,299 | $10.2M |
| X-Square Capital, LLC | 3.67% | Add +70.0% | 25,257 | $10.2M |
| EagleClaw Capital Managment, LLC | 1.51% | Reduce -7.4% | 25,090 | $10.1M |
| Swiss Life Asset Management Ltd | 0.06% | Add +41.1% | 23,538 | $9.5M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +5.2% | 23,494 | $9.5M |
| Pacer Advisors, Inc. | 0.02% | Add +36.8% | 23,378 | $9.5M |
| Collar Capital Management, LLC | 7.88% | Reduce -1.6% | 23,175 | $9.4M |
| Strive Asset Management, LLC | 5.63% | Add +0.1% | 23,149 | $9.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.06% | Add +43.8% | 23,000 | $9.3M |
| ASR Vermogensbeheer N.V. | 0.12% | Add +43.0% | 22,908 | $9.3M |
| Vanguard Personalized Indexing Management, LLC | 0.10% | Add +44.1% | 22,896 | $9.3M |
| Sloy Dahl & Holst, LLC | 1.28% | Add +20.8% | 22,789 | $9.2M |
| Tower Research Capital LLC (TRC) | 0.25% | Reduce -46.5% | 22,609 | $9.1M |
| Macquarie Group Ltd. | 0.01% | Add +42.0% | 22,546 | $9.1M |
| Quantbot Technologies LP | 0.23% | Add +512.9% | 22,296 | $9.0M |
| Finer Wealth Management, Inc. | 4.81% | Reduce -3.0% | 22,248 | $9.0M |
| Capital International Sarl | 0.17% | Reduce -23.8% | 22,203 | $9.0M |
| Prudential Financial Inc. | 0.01% | Add +51.4% | 22,180 | $9.0M |
| Heritage Investors Management Corp. | 0.28% | Reduce -1.2% | 22,015 | $8.9M |
| AQR Capital Management | 0.01% | Add +63.0% | 22,569 | $8.8M |
| Bleakley Financial Group, LLC | 0.22% | Add +28.4% | 21,784 | $8.8M |
| Pathstone Holdings, LLC | 0.03% | Reduce -5.0% | 21,669 | $8.8M |
| Berkshire Capital Holdings Inc. | 2.99% | Reduce -23.7% | 21,140 | $8.5M |
| Nordea Investment Management AB | 0.01% | Add +17.3% | 21,472 | $8.4M |
| Titleist Asset Management, LLC | 0.83% | Add +4.5% | 20,614 | $8.3M |
| Nisa Investment Advisors, LLC | 0.04% | Add +30.7% | 20,605 | $8.3M |
| Golden State Wealth Management, LLC | 1.00% | Add +29.4% | 20,397 | $8.2M |
| Mackenzie Financial Corp. | 0.01% | Add +14.7% | 20,298 | $8.2M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 0.49% | New | 20,000 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 19,936 | $8.1M |
| Nations Financial Group Inc, /Ia/ | 0.54% | Reduce -43.3% | 19,542 | $7.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +59.4% | 19,215 | $7.8M |
| Blair William & Co. | 0.02% | Add +20.5% | 19,096 | $7.7M |
| Balyasny Asset Management L.P. | 0.02% | Add +290.6% | 18,900 | $7.6M |
| Profund Advisors LLC | 0.27% | Add +22.3% | 18,879 | $7.6M |
| Oppenheimer & Co. Inc. | 0.10% | Add +44.2% | 18,618 | $7.5M |
| Louisiana State Employees Retirement System | 0.14% | Add +6.9% | 18,600 | $7.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +31.4% | 18,606 | $7.5M |
| Jefferies Financial Group Inc. | 0.13% | Reduce -1.7% | 18,352 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +112.1% | 18,161 | $7.3M |
| Candriam S.C.A. | 0.04% | Add +31.5% | 18,118 | $7.3M |
| HHM Wealth Advisors, LLC | 0.87% | Reduce -0.1% | 18,028 | $7.3M |
| Quantinno Capital Management LP | 0.03% | Add +74.3% | 17,767 | $7.2M |
| Realta Investment Advisors | 2.83% | Add +0.1% | 17,747 | $7.2M |
| Achmea Investment Management B.V. | 0.09% | Add +1867.3% | 17,725 | $7.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +11.9% | 17,720 | $7.2M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +90.3% | 17,348 | $7.0M |
| Blue Sky Capital Consultants Group, Inc. | 3.58% | Add +103.7% | 17,251 | $7.0M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +35.8% | 17,124 | $6.9M |
| Cwm, LLC | 0.02% | Reduce -5.8% | 16,641 | $6.7M |
| Secure Asset Management, LLC | 1.22% | Add +12.0% | 16,218 | $6.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.0% | 16,122 | $6.5M |
| Spahn Wealth & Retirement LLC | 4.12% | New | 19,989 | $6.4M |
| Beaird Harris Wealth Management, LLC | 0.49% | Add +11.8% | 15,772 | $6.4M |
| Rathbones Group PLC | 0.03% | Add +2.6% | 15,452 | $6.2M |
| US Bancorp \de | 0.01% | Add +17.7% | 15,384 | $6.2M |
| Miller Value Partners | 2.62% | No change | 15,250 | $6.2M |
| Brookstone Capital Management | 0.08% | Add +3.7% | 15,102 | $6.1M |
| Prudential PLC | 0.04% | Add +84.0% | 15,097 | $6.1M |
| Argent Advisors, Inc. | 1.88% | Add +36.4% | 15,000 | $6.1M |
| KPP Advisory Services LLC | 0.99% | Add +1.2% | 14,913 | $6.0M |
| Kentucky Retirement Systems | 0.18% | Reduce -6.2% | 14,807 | $6.0M |
| Capital Group Private Client Services, Inc. | 0.05% | Reduce -0.5% | 14,759 | $6.0M |
| Harvest Fund Management Co., Ltd | 0.28% | Reduce -4.0% | 14,408 | $5.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.1% | 14,180 | $5.7M |
| M&T Bank Corp | 0.02% | Add +17.2% | 14,139 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +38.9% | 13,736 | $5.6M |
| Trivium Point Advisory, LLC | 0.60% | Add +7.8% | 13,655 | $5.5M |
| Global Retirement Partners, LLC | 0.14% | — | 13,633 | $5.5M |
| Capital International Ltd. | 0.21% | Reduce -26.3% | 13,621 | $5.5M |
| Marathon Trading Investment Management LLC | 3.31% | Add +177.8% | 13,366 | $5.4M |
| Tobam | 2.11% | Reduce -1.4% | 13,358 | $5.4M |
| Amalgamated Bank | 0.04% | Add +5.5% | 13,141 | $5.3M |
| Elequin Capital, LP | 1.69% | Reduce -58.9% | 13,111 | $5.3M |
| Financial Advocates Investment Management | 0.43% | Reduce -1.0% | 13,011 | $5.3M |
| Apollon Wealth Management, LLC | 0.10% | Add +3.3% | 12,822 | $5.2M |
| Capstone Financial Advisors, Inc. | 0.30% | Add +58.2% | 12,775 | $5.2M |
| Gulf International Bank (UK) Ltd | 0.18% | Add +5.1% | 12,774 | $5.2M |
| Citadel Advisors | 0.00% | Reduce -99.2% | 12,689 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +89.3% | 12,448 | $5.0M |
| QRG Capital Management, Inc. | 0.04% | Add +696.8% | 12,343 | $5.0M |
| Daiichi Life Insurance Co., Ltd. | 0.14% | Add +68.5% | 12,263 | $5.0M |
| AE Wealth Management LLC | 0.04% | Add +10.2% | 12,202 | $4.9M |
| Maryland State Retirement & Pension System | 0.11% | Add +12.2% | 12,140 | $4.9M |
| Patriot Investment Management Group, Inc. | 0.34% | New | 12,109 | $4.9M |
| Hel Ved Capital Management Ltd | 2.20% | Add +588.0% | 12,075 | $4.9M |
| Chicago Partners Investment Group LLC | 0.14% | Add +11.5% | 11,753 | $4.9M |
| Spire Wealth Management | 0.17% | Add +6.0% | 11,805 | $4.8M |
| CTC Alternative Strategies, Ltd. | 4.15% | Add +28.8% | 11,749 | $4.7M |
| Capital International, Inc. | 0.05% | Reduce -17.4% | 11,646 | $4.7M |
| Park Avenue Securities LLC | 0.04% | Add +30.9% | 11,493 | $4.6M |
| Western Wealth Management, LLC | 0.28% | Add +0.1% | 11,455 | $4.6M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3.10% | Add +9.9% | 11,597 | $4.5M |
| Perigon Wealth Management, LLC | 0.11% | Add +3.8% | 11,225 | $4.5M |
| Equitable Holdings, Inc. | 0.04% | Reduce -11.5% | 11,186 | $4.5M |
| CAP Partners, LLC | 2.84% | Reduce -10.8% | 11,168 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -8.0% | 11,109 | $4.5M |
| Wallace Hart LLC | 3.50% | Add +94.5% | 10,893 | $4.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -46.9% | 10,855 | $4.4M |
| Merit Financial Group, LLC | 0.05% | Add +40.8% | 10,852 | $4.4M |
| Moore Capital Management, LP | 0.09% | No change | 10,789 | $4.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -28.6% | 10,738 | $4.3M |
| StoneX Group Inc. | 0.21% | Reduce -2.0% | 10,667 | $4.3M |
| Avior Wealth Management, LLC | 0.15% | Add +11.1% | 10,508 | $4.2M |
| Elo Mutual Pension Insurance Co | 0.09% | Reduce -6.6% | 10,359 | $4.2M |
| Belmont Capital, LLC | 0.63% | New | 10,304 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +25.3% | 10,262 | $4.1M |
| Wedbush Securities Inc. | 0.14% | Reduce -3.0% | 10,187 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +50.5% | 10,125 | $4.1M |
| Intech Investment Management LLC | 0.04% | Add +18.2% | 10,083 | $4.1M |
| Truvestments Capital LLC | 0.81% | Add +105.9% | 10,048 | $4.1M |
| PKO Investment Management Joint-Stock Co | 0.43% | New | 10,000 | $4.0M |
| Sovran Advisors, LLC | 0.42% | Add +16.6% | 10,130 | $4.0M |
| MTM Investment Management, LLC | 1.35% | Add +1.3% | 9,913 | $4.0M |
| Captrust Financial Advisors | 0.01% | Add +26.2% | 9,904 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -27.9% | 9,588 | $3.9M |
| Caitong International Asset Management Co., Ltd | 2.76% | New | 9,557 | $3.9M |
| BIT Capital GmbH | 0.25% | New | 9,529 | $3.9M |
| Visionary Wealth Advisors | 0.20% | Reduce -1.1% | 9,518 | $3.8M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.72% | Add +26.7% | 9,426 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +69.5% | 9,411 | $3.8M |
| AG2R La Mondiale Gestion D'actifs | 0.19% | Add +7.5% | 9,324 | $3.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Add +1.6% | 9,480 | $3.7M |
| Bank of Nova Scotia | 0.01% | Add +34.3% | 9,227 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Add +264.1% | 9,030 | $3.7M |
| RiverFront Investment Group, LLC | 0.07% | New | 8,810 | $3.6M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -1.3% | 8,718 | $3.5M |
| Cubist Systematic Strategies, LLC | 0.04% | New | 8,702 | $3.5M |
| Simplicity Wealth,LLC | 0.15% | Add +113.8% | 8,632 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.18% | Add +2.9% | 8,556 | $3.5M |
| Geneos Wealth Management Inc. | 0.08% | Add +60.6% | 8,501 | $3.4M |
| Johns Hopkins University | 0.18% | New | 8,400 | $3.4M |
| Tokio Marine Asset Management Co. Ltd. | 0.13% | Add +16.8% | 8,398 | $3.4M |
| Ameritas Investment Partners, Inc. | 0.11% | Add +6.8% | 8,313 | $3.4M |
| Great Lakes Advisors, LLC | 0.03% | Add +88.1% | 8,292 | $3.4M |
| Banque Transatlantique SA | 0.09% | Reduce -8.1% | 8,287 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +7.6% | 8,201 | $3.3M |
| Hartline Investment Corp./ | 0.38% | Add +353.7% | 8,162 | $3.3M |
| Axxcess Wealth Management, LLC | 0.08% | Add +0.2% | 8,160 | $3.3M |
| Vontobel Holding Ltd. | 0.01% | Reduce -36.0% | 8,047 | $3.3M |
| Wellington Management Group LLP | 0.00% | Add +18.0% | 8,045 | $3.3M |
| Strategic Advocates LLC | 0.96% | Add +1.8% | 7,994 | $3.2M |
| Banque Cantonale Vaudoise | 0.13% | Add +19.3% | 7,973 | $3.2M |
| Monograph Wealth Advisors, LLC | 0.40% | No change | 7,955 | $3.2M |
| Verus Capital Partners, LLC | 0.28% | Add +82.9% | 7,871 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -9.6% | 7,945 | $3.1M |
| Norinchukin Bank, The | 0.05% | Add +16.6% | 7,570 | $3.1M |
| Farther Finance Advisors, LLC | 0.06% | Add +15.3% | 7,341 | $3.0M |
| Vivid Wealth Management, LLC | 1.30% | Reduce -5.4% | 7,334 | $3.0M |
| Sepio Capital, LP | 0.21% | Add +24.4% | 7,282 | $2.9M |
| Traphagen Investment Advisors LLC | 0.28% | Reduce -26.1% | 7,214 | $2.9M |
| Bridgewater Associates | 0.01% | Add +15.3% | 7,164 | $2.9M |
| Western Financial Corp | 1.54% | New | 7,116 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +5.9% | 7,087 | $2.9M |
| Assenagon Asset Management S.A. | 0.00% | Add +17.2% | 7,065 | $2.9M |
| Kingsview Wealth Management, LLC | 0.05% | Add +5.7% | 7,051 | $2.9M |
| Bellwether Advisors, LLC | 0.48% | New | 7,024 | $2.8M |
| Andar Capital Management HK Ltd | 3.31% | Reduce -35.2% | 7,000 | $2.8M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +61.7% | 6,937 | $2.8M |
| 111 Capital | 0.48% | New | 6,924 | $2.8M |
| Faithward Advisors, LLC | 0.43% | No change | 6,873 | $2.8M |
| Teamwork Financial Advisors, LLC | 0.34% | Reduce -18.2% | 6,868 | $2.8M |
| Aptus Capital Advisors, LLC | 0.03% | Add +0.1% | 6,861 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -9.6% | 6,832 | $2.8M |
| Legacy Investment Solutions, LLC | 1.46% | — | 6,811 | $2.8M |
| Legacy Wealth Managment, LLC | 1.46% | Reduce -17.2% | 6,811 | $2.8M |
| Wahed Invest LLC | 0.42% | New | 6,790 | $2.7M |
| VestGen Advisors, LLC | 0.11% | Add +54.9% | 6,785 | $2.7M |
| Maridea Wealth Management LLC | 0.71% | Add +154.6% | 6,783 | $2.7M |
| OMERS ADMINISTRATION Corp | 0.02% | No change | 6,753 | $2.7M |
| Sigma Planning Corp | 0.08% | Add +0.3% | 6,737 | $2.7M |
| Gsa Capital Partners LLP | 0.19% | New | 6,730 | $2.7M |
| World Investment Advisors | 0.06% | Add +8.4% | 6,679 | $2.7M |
| Pinnacle Wealth Management, LLC | 2.25% | Add +853.2% | 6,663 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -52.6% | 6,617 | $2.7M |
| Lazard Asset Management LLC | 0.00% | Reduce -8.3% | 6,567 | $2.7M |
| Lifeworks Advisors, LLC | 0.39% | Add +41.3% | 6,535 | $2.6M |
| Fifth Third Bancorp | 0.01% | Reduce -3.2% | 6,521 | $2.6M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.18% | Reduce -6.5% | 6,285 | $2.5M |
| Signal Advisors Wealth, LLC | 0.20% | Add +75.2% | 6,281 | $2.5M |
| AdvisorNet Financial, Inc | 0.16% | Add +10.9% | 6,267 | $2.5M |
| Waldron Private Wealth LLC | 0.11% | Reduce -0.3% | 6,234 | $2.5M |
| Perennial Investment Advisors, LLC | 0.24% | Reduce -11.2% | 6,182 | $2.5M |
| Navellier & Associates Inc. | 0.31% | Reduce -0.5% | 6,128 | $2.5M |
| Core Wealth Partners LLC | 1.25% | Add +1.4% | 6,110 | $2.5M |
| Csenge Advisory Group | 0.13% | Add +3.2% | 6,691 | $2.5M |
| Investment Management Corp of Ontario | 0.04% | Reduce -4.7% | 6,100 | $2.5M |
| Graham Capital Management, L.P. | 0.07% | New | 6,080 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +4.3% | 6,052 | $2.4M |
| Private Advisory Group LLC | 0.23% | New | 5,991 | $2.4M |
| E Fund Management Co., Ltd. | 0.11% | Reduce -1.8% | 5,949 | $2.4M |
| BNC Wealth Management, LLC | 0.71% | Add +44.7% | 5,928 | $2.4M |
| Empowered Funds, LLC | 0.03% | Add +33.5% | 5,920 | $2.4M |
| Praxis Investment Management Inc. | 0.15% | Reduce -12.9% | 5,890 | $2.4M |
| AIA Group Ltd | 0.05% | No change | 5,855 | $2.4M |
| Centaurus Financial, Inc. | 0.14% | Add +2.2% | 5,842 | $2.4M |
| QTR Family Wealth, LLC | 1.46% | Reduce -29.7% | 5,817 | $2.4M |
| Fiduciary Trust Co | 0.03% | Add +0.7% | 5,807 | $2.3M |
| China Universal Asset Management Co., Ltd. | 0.22% | Reduce -1.9% | 5,762 | $2.3M |
| Fortis Group Advisors, LLC | 0.42% | Add +13.5% | 5,755 | $2.3M |
| ZEGA Investments, LLC | 0.58% | Add +250.6% | 5,687 | $2.3M |
| CreativeOne Wealth, LLC | 0.06% | Add +47.5% | 5,671 | $2.3M |
| Walleye Capital LLC | 0.02% | Reduce -52.4% | 5,651 | $2.3M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.74% | No change | 5,608 | $2.3M |
| Delta Investment Management, LLC | 0.43% | New | 5,553 | $2.2M |
| Covenant Asset Management, LLC | 0.46% | No change | 5,500 | $2.2M |
| Arkadios Wealth Advisors | 0.07% | Add +0.9% | 5,480 | $2.2M |
| Kintra Wealth, LLC | 1.32% | No change | 5,443 | $2.2M |
| Partners Wealth Management, LLC | 2.50% | No change | 7,183 | $2.2M |
| Brown Advisory Inc. | 0.00% | Add +42.4% | 5,405 | $2.2M |
| APG Asset Management US Inc. | 0.02% | No change | 5,761 | $2.2M |
| MAI Capital Management | 0.01% | Add +5.5% | 5,251 | $2.1M |
| Salem Investment Counselors Inc. | 0.07% | Add +1219.3% | 5,251 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -9.2% | 5,221 | $2.1M |
| Good Life Advisors, LLC | 0.13% | Reduce -16.4% | 5,216 | $2.1M |
| Invictus Private Wealth, LLC | 0.14% | Reduce -70.3% | 5,190 | $2.1M |
| Beacon Capital Management, LLC | 0.28% | Add +0.8% | 5,176 | $2.1M |
| Sterling Investment Advisors, Ltd. | 0.46% | Reduce -9.2% | 5,157 | $2.1M |
| IFP Advisors, Inc | 0.06% | Reduce -72.9% | 4,905 | $2.1M |
| Arete Wealth Advisors, LLC | 0.15% | Add +12.9% | 5,140 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +16.6% | 5,131 | $2.1M |
| Lido Advisors, LLC | 0.01% | Add +51.0% | 5,128 | $2.1M |
| Maripau Wealth Management LLC | 1.04% | Add +174.6% | 5,134 | $2.1M |
| Vestcor Inc | 0.06% | Add +22.2% | 5,097 | $2.1M |
| HighPoint Advisor Group LLC | 0.11% | Add +12.9% | 5,040 | $2.0M |
| Abound Financial, LLC | 0.89% | Add +1.3% | 5,029 | $2.0M |
| Engineers Gate Manager LP | 0.03% | New | 5,000 | $2.0M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 4,995 | $2.0M |
| Keebeck Wealth Management | 0.26% | Reduce -7.4% | 4,983 | $2.0M |
| Arax Advisory Partners | 0.09% | Add +20.0% | 2,554 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -16.5% | 4,915 | $2.0M |
| Siemens Fonds Invest GmbH | 0.12% | Add +22.6% | 4,894 | $2.0M |
| Pinnacle Associates Ltd. | 0.03% | Add +0.3% | 4,885 | $2.0M |
| Financial Sense Advisors, Inc. | 0.48% | Add +66.0% | 4,832 | $2.0M |
| Gilman Hill Asset Management, LLC | 0.32% | No change | 4,805 | $1.9M |
| Harfst & Associates, Inc. | 0.40% | Add +59.4% | 4,800 | $1.9M |
| Greenleaf Trust | 0.02% | Reduce -15.4% | 4,796 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +0.0% | 4,791 | $1.9M |
| Edgestream Partners, L.P. | 0.05% | Add +199.3% | 4,758 | $1.9M |
| Metis Global Partners, LLC | 0.05% | Reduce -11.7% | 4,699 | $1.9M |
| Family Capital Management, Inc. | 0.99% | Reduce -7.0% | 4,659 | $1.9M |
| Insigneo Advisory Services, LLC | 0.16% | Add +18.3% | 4,653 | $1.9M |
| LCM Capital Management Inc | 0.97% | No change | 4,641 | $1.9M |
| &partners | 0.01% | Add +33.2% | 4,621 | $1.9M |
| Evexia Wealth LLC | 0.58% | Reduce -0.6% | 4,328 | $1.8M |
| Disciplined Investors, L.L.C. | 1.42% | Add +39.3% | 4,520 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -27.0% | 4,508 | $1.8M |
| Galaxy Group Investments LLC | 0.27% | New | 4,480 | $1.8M |
| Comerica Bank | 0.01% | Add +23.6% | 4,423 | $1.8M |
| Fort Point Capital Partners LLC | 0.18% | Reduce -40.1% | 4,419 | $1.8M |
| Waverly Advisors, LLC | 0.02% | Reduce -16.8% | 4,408 | $1.8M |
| Keybank National Association | 0.01% | Add +0.2% | 4,360 | $1.8M |
| Aviso Wealth Management | 0.82% | No change | 4,330 | $1.8M |
| Harbour Investments, Inc. | 0.04% | Reduce -63.2% | 4,311 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -4.4% | 4,300 | $1.7M |
| Signaturefd, LLC | 0.03% | Add +35.6% | 4,199 | $1.7M |
| Stonegate Investment Group, LLC | 0.04% | No change | 4,185 | $1.7M |
| Sowell Financial Services LLC | 0.07% | Reduce -12.4% | 4,152 | $1.7M |
| Independent Family Office, LLC | 0.77% | Add +310.0% | 4,100 | $1.7M |
| Integrity Alliance, Llc. | 0.09% | Add +152.2% | 4,086 | $1.7M |
| Traynor Capital Management, Inc. | 0.12% | Add +8.2% | 4,421 | $1.7M |
| Parallel Advisors, LLC | 0.03% | Add +0.5% | 4,031 | $1.6M |
| Verition Fund Management LLC | 0.01% | Reduce -6.2% | 4,021 | $1.6M |
| Bonfire Financial | 1.32% | Reduce -1.2% | 3,976 | $1.6M |
| Hilltop Holdings Inc. | 0.10% | Reduce -33.1% | 3,976 | $1.6M |
| Chokshi & Queen Wealth Advisors, Inc | 0.91% | No change | 3,950 | $1.6M |
| Ballentine Partners, LLC | 0.02% | Add +16.6% | 3,950 | $1.6M |
| First Foundation Advisors | 0.06% | Add +16.6% | 3,937 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.2% | 3,921 | $1.6M |
| Commerce Bank | 0.01% | Add +24.6% | 3,899 | $1.6M |
| APG Asset Management N.V. | 0.00% | Reduce -44.2% | 4,532 | $1.6M |
| Lee Johnson Capital Management, LLC | 0.53% | New | 3,827 | $1.5M |
| Callan Family Office, LLC | 0.05% | Add +383.6% | 3,816 | $1.5M |
| Oxler Private Wealth LLC | 0.48% | Add +2.2% | 3,800 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +29.0% | 3,757 | $1.5M |
| Azzad Asset Management Inc. | 0.16% | Add +3.4% | 3,752 | $1.5M |
| NorthCoast Asset Management LLC | 0.01% | Add +28.2% | 3,750 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.3% | 3,742 | $1.5M |
| Magnus Financial Group LLC | 0.13% | Add +0.9% | 3,660 | $1.5M |
| Wedmont Private Capital | 0.06% | Add +0.3% | 3,536 | $1.5M |
| Larson Financial Group LLC | 0.06% | Reduce -1.7% | 3,615 | $1.5M |
| Sterling Financial Group, Inc. | 0.49% | Reduce -50.9% | 3,606 | $1.5M |
| Glaxis Capital Management, LLC | 1.95% | New | 3,600 | $1.5M |
| SRN Advisors, LLC | 1.33% | Reduce -40.3% | 3,599 | $1.5M |
| Royal Fund Management, LLC | 0.15% | Add +63.9% | 3,592 | $1.5M |
| Summit Financial, LLC | 0.03% | Add +339.5% | 3,582 | $1.4M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +43.6% | 3,579 | $1.4M |
| Venture Visionary Partners LLC | 0.05% | Reduce -4.7% | 3,529 | $1.4M |
| Northeast Financial Group, Inc. | 0.45% | New | 3,500 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -7.0% | 3,499 | $1.4M |
| Meeder Advisory Services, Inc. | 0.07% | Add +53.6% | 3,483 | $1.4M |
| Pennsylvania Capital Management Inc. | 0.45% | Reduce -3.1% | 3,439 | $1.4M |
| Polianta Ltd | 0.59% | New | 3,400 | $1.4M |
| HUB Investment Partners, LLC | 0.05% | Add +284.0% | 3,345 | $1.4M |
| Vise Technologies, Inc. | 0.06% | — | 3,331 | $1.3M |
| Masso Torrence Wealth Management Inc. | 0.62% | Add +8.3% | 3,310 | $1.3M |
| Abn Amro Investment Solutions | 0.03% | Add +8.5% | 3,294 | $1.3M |
| AXS Investments LLC | 0.54% | Add +44.6% | 3,276 | $1.3M |
| Glenmede Investment Management, LP | 0.01% | — | 3,261 | $1.3M |
| Nwam LLC | 0.08% | Add +0.0% | 3,242 | $1.3M |
| Sage Mountain Advisors LLC | 0.08% | Add +84.1% | 3,207 | $1.3M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.91% | Reduce -70.7% | 3,191 | $1.3M |
| Means Investment Co., Inc. | 0.12% | Add +0.4% | 3,190 | $1.3M |
| ICICI Prudential Asset Management Co Ltd | 0.16% | Add +4.3% | 3,180 | $1.3M |
| Convergence Financial, LLC | 0.22% | No change | 3,159 | $1.3M |
| Tradition Wealth Management, LLC | 0.10% | Add +102.6% | 3,120 | $1.3M |
| Clough Capital Partners L P | 0.13% | New | 3,117 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Add +6.9% | 3,110 | $1.3M |
| STF Management LP | 0.49% | Add +3.3% | 3,102 | $1.3M |
| Farrell Financial LLC | 0.84% | Add +3.9% | 3,100 | $1.3M |
| TrinityBridge Ltd | 0.04% | Reduce -20.3% | 3,092 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +2.4% | 3,061 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +22.0% | 3,055 | $1.2M |
| Matauro, LLC | 0.23% | Reduce -17.7% | 3,048 | $1.2M |
| Scientech Research LLC | 0.29% | Reduce -52.1% | 2,955 | $1.2M |
| Capital Group Investment Management Pte. LTD. | 0.21% | Reduce -26.1% | 2,943 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | New | 2,934 | $1.2M |
| Bellecapital International Ltd. | 0.21% | Add +10.1% | 2,908 | $1.2M |
| Diligent Investors, LLC | 0.27% | Reduce -1.7% | 2,867 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.31% | No change | 2,865 | $1.2M |
| DecisionMap Wealth Management, LLC | 0.79% | Add +0.8% | 2,839 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +2.1% | 2,798 | $1.1M |
| Vienna Asset Management LLC | 0.77% | Reduce -42.4% | 2,757 | $1.1M |
| Ethic Inc. | 0.02% | Add +76.6% | 2,900 | $1.1M |
| Axq Capital, LP | 0.36% | Add +64.0% | 2,751 | $1.1M |
| Williamson Legacy Group, LLC | 0.93% | New | 2,744 | $1.1M |
| Savvy Advisors, Inc. | 0.07% | Add +44.2% | 2,732 | $1.1M |
| Mediolanum International Funds Ltd | 0.01% | New | 2,862 | $1.1M |
| Allworth Financial LP | 0.01% | Add +10.2% | 2,704 | $1.1M |
| Oak Thistle LLC | 0.16% | Reduce -37.4% | 2,686 | $1.1M |
| Curran Financial Partners, LLC | 0.24% | Reduce -1.8% | 2,680 | $1.1M |
| Unique Wealth Strategies, LLC | 0.45% | No change | 2,670 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +47.6% | 2,667 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.09% | Add +89.5% | 2,628 | $1.1M |
| PFG Investments, LLC | 0.06% | Reduce -2.2% | 2,624 | $1.1M |
| Syntegra Private Wealth Group, LLC | 0.11% | Add +95.9% | 2,617 | $1.1M |
| Rahlfs Capital, LLC | 0.97% | No change | 2,610 | $1.1M |
| Nicholas Wealth, LLC. | 0.92% | Reduce -17.6% | 2,595 | $1.0M |
| Shell Asset Management Co. | 0.04% | Add +218.1% | 2,580 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | Add +6.5% | 2,574 | $1.0M |
| Everhart Financial Group, Inc. | 0.12% | Add +61.0% | 2,562 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -51.5% | 2,560 | $1.0M |
| Investment Partners Asset Management, Inc. | 0.72% | Add +8.0% | 2,559 | $1.0M |
| Nvwm, LLC | 0.25% | Reduce -0.5% | 2,553 | $1.0M |
| Pinkerton Wealth, LLC | 0.12% | New | 2,538 | $1.0M |
| Smith Anglin Financial, LLC | 0.09% | Add +1.2% | 2,537 | $1.0M |
| Ethos Financial Group, LLC | 0.09% | Reduce -19.7% | 2,536 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.11% | Add +1.9% | 2,519 | $1.0M |
| Rothschild Investment LLC | 0.06% | Add +22.6% | 2,513 | $1.0M |
| Sapient Capital LLC | 0.02% | Add +0.0% | 2,511 | $1.0M |
| Hollencrest Capital Management | 0.04% | Add +29.8% | 2,510 | $1.0M |
| Resolute Advisors LLC | 0.25% | Add +0.0% | 2,507 | $1.0M |
| Capstone Investment Advisors, LLC | 0.01% | New | 2,488 | $1.0M |
| Plancorp, LLC | 0.03% | Add +0.4% | 2,479 | $1.0M |
| Cigna Investments Inc. | 0.17% | Add +6.5% | 2,466 | $997K |
| Kiker Wealth Management, LLC | 0.56% | Add +2.0% | 2,442 | $987K |
| Milestone Asset Management, LLC | 0.21% | Reduce -8.3% | 2,441 | $987K |
| Canal Capital Management, LLC | 0.15% | Add +71.5% | 2,426 | $981K |
| Diversify Wealth Management, LLC | 0.06% | Reduce -44.3% | 2,468 | $973K |
| Laurion Capital Management LP | 0.12% | New | 2,392 | $967K |
| Frank, Rimerman Advisors LLC | 0.06% | Add +95.1% | 2,376 | $960K |
| Capital Advisors Inc. | 0.02% | Reduce -0.0% | 2,348 | $949K |
| BridgePort Financial Solutions, LLC | 0.31% | No change | 2,330 | $942K |
| Bokf, NA | 0.02% | Reduce -24.0% | 2,328 | $941K |
| Park Square Financial Group, LLC | 0.68% | Add +1.3% | 2,320 | $938K |
| Friedenthal Financial | 0.51% | New | 2,312 | $935K |
| Wealthspire Advisors, LLC | 0.01% | Add +10.5% | 2,289 | $925K |
| Evergreen Capital Management LLC | 0.03% | Add +16.4% | 2,289 | $925K |
| Compound Planning, Inc. | 0.03% | Add +61.8% | 2,250 | $910K |
| D.A. Davidson & Co. | 0.01% | Add +71.4% | 2,223 | $899K |
| Heritage Wealth Advisors | 0.04% | Reduce -5.0% | 2,221 | $898K |
| Atlatl Advisers LLC | 0.42% | New | 2,215 | $895K |
| Stonehearth Capital Management, LLC | 0.37% | No change | 2,206 | $892K |
| Weaver Capital Management LLC | 0.22% | Add +4.8% | 2,200 | $889K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +41.2% | 2,200 | $889K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +15.3% | 2,195 | $887K |
| Empower Advisory Group, LLC | 0.00% | Add +10.1% | 2,178 | $880K |
| Wick Capital Partners, LLC | 0.23% | Add +299.5% | 8,173 | $878K |
| Q3 Asset Management | 0.31% | New | 2,162 | $874K |
| Advisor OS, LLC | 0.08% | Add +3.8% | 2,132 | $862K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +9.4% | 2,120 | $857K |
| Key Client Fiduciary Advisors, LLC | 0.35% | Add +28.6% | 2,112 | $854K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.5% | 2,111 | $853K |
| CHICAGO TRUST Co NA | 0.12% | Add +16.6% | 2,099 | $848K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +27.1% | 2,097 | $847K |
| Two Sigma Securities, LLC | 0.10% | Add +48.6% | 2,084 | $842K |
| Clearstead Advisors, LLC | 0.01% | No change | 2,075 | $839K |
| Dimensional Fund Advisors LP | 0.00% | New | 2,067 | $835K |
| Wealth Management Partners, LLC | 0.29% | Reduce -28.4% | 2,105 | $833K |
| Claro Advisors Inc. | 0.14% | Reduce -48.6% | 2,044 | $826K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | — | 2,037 | $823K |
| Allegheny Financial Group | 0.18% | New | 2,032 | $822K |
| Trek Financial, LLC | 0.06% | Add +10.5% | 2,029 | $820K |
| American Asset Management Inc. | 0.75% | No change | 2,000 | $808K |
| LongView Wealth Management | 0.24% | No change | 2,000 | $808K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -5.4% | 2,000 | $808K |
| Frisch Financial Group, Inc. | 0.20% | No change | 2,000 | $808K |
| Nicholas Investment Partners, LP | 0.08% | No change | 1,997 | $807K |
| Souders Financial Advisors | 0.10% | Reduce -28.8% | 1,987 | $803K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +78.2% | 1,982 | $801K |
| Client 1ST Advisory Group, LLC | 0.29% | Add +50.0% | 1,968 | $796K |
| Citrine Capital LLC | 0.42% | Reduce -37.7% | 1,957 | $791K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +6.6% | 1,922 | $777K |
| Riverview Capital Advisers, LLC | 0.22% | No change | 1,908 | $771K |
| Voleon Capital Management LP | 0.04% | New | 1,906 | $770K |
| Woodward Diversified Capital, LLC | 0.39% | Add +0.2% | 1,893 | $765K |
| Florida Financial Advisors, LLC | 0.18% | Add +8.4% | 1,887 | $763K |
| Lodestar Private Asset Management LLC | 0.09% | No change | 1,870 | $756K |
| Evanson Asset Management, LLC | 0.05% | No change | 1,803 | $729K |
| Ritholtz Wealth Management | 0.02% | New | 1,787 | $722K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +2.0% | 1,772 | $716K |
| Bulltick Wealth Management, LLC | 0.18% | Add +9.2% | 1,763 | $713K |
| First Financial Bankshares Inc | 0.02% | Add +7.6% | 1,754 | $709K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -3.9% | 1,750 | $707K |
| Koshinski Asset Management, Inc. | 0.05% | Add +16.3% | 1,748 | $707K |
| Coldstream Capital Management Inc. | 0.01% | Add +6.8% | 1,737 | $702K |
| Smith, Moore & Co. | 0.06% | Reduce -7.0% | 1,731 | $700K |
| SLT Holdings LLC | 0.53% | Reduce -34.0% | 1,719 | $695K |
| J. Goldman & Co LP | 0.02% | New | 1,716 | $694K |
| MJP Associates Inc. | 0.10% | Add +4.7% | 1,714 | $693K |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -0.1% | 1,700 | $687K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -17.3% | 1,698 | $686K |
| Lauer Wealth, LLC | 0.57% | Add +21.7% | 1,710 | $684K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | No change | 1,693 | $684K |
| Tanager Wealth Management LLP | 0.08% | New | 1,671 | $675K |
| Principal Securities, Inc. | 0.01% | Add +36.8% | 1,657 | $670K |
| Unique Wealth, LLC | 0.11% | Add +4.9% | 1,655 | $669K |
| Vestia Personal Wealth Advisors | 0.46% | No change | 1,651 | $667K |
| Greenbush Financial Group, LLC | 0.29% | No change | 1,650 | $667K |
| Hoey Investments, Inc. | 0.10% | Add +10.0% | 1,650 | $667K |
| Alpine Global Management, LLC | 0.17% | New | 1,641 | $663K |
| Chung Wu Investment Group, LLC | 0.69% | Add +6.5% | 1,635 | $661K |
| Altus Wealth Group LLC | 0.29% | No change | 1,625 | $657K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -4.1% | 1,618 | $654K |
| Centurion Wealth Management LLC | 0.19% | New | 1,615 | $653K |
| Crosspoint Financial, LLC | 1.74% | No change | 1,606 | $649K |
| Certior Financial Group, LLC | 0.50% | Add +0.1% | 1,606 | $649K |
| Schorn Wealth LLC | 0.21% | Reduce -1.2% | 1,606 | $649K |
| Mb, Levis & Associates, LLC | 0.28% | No change | 1,600 | $647K |
| Consolidated Capital Management, LLC | 0.23% | Reduce -8.8% | 1,600 | $647K |
| Bison Wealth, LLC | 0.05% | Add +0.2% | 1,591 | $643K |
| Old Mission Investment Co LLC | 0.18% | Add +52.9% | 1,590 | $643K |
| FWL Investment Management, LLC | 0.20% | New | 1,587 | $642K |
| One Capital Management, LLC | 0.02% | New | 1,581 | $639K |
| United Asset Strategies, Inc. | 0.05% | New | 1,580 | $639K |
| Tsfg, LLC | 0.12% | Add +1.4% | 1,576 | $637K |
| GTS Securities LLC | 0.03% | Reduce -84.2% | 1,570 | $635K |
| Red Door Wealth Management, LLC | 0.08% | No change | 1,568 | $634K |
| Redwood Wealth Management Group, LLC | 0.28% | Add +31.2% | 1,555 | $629K |
| Finivi Inc. | 0.42% | Add +2.1% | 1,525 | $616K |
| Innovative Advisory Group, LLC | 0.53% | Add +21.5% | 1,522 | $615K |
| CI Investments Inc. | 0.00% | Add +43.6% | 1,521 | $615K |
| XML Financial, LLC | 0.05% | Add +0.7% | 1,510 | $610K |
| Prospect Financial Services LLC | 0.38% | Reduce -19.4% | 1,510 | $610K |
| CENTRAL TRUST Co | 0.01% | Reduce -2.1% | 1,500 | $606K |
| GLOBALT Investments LLC / GA | 0.02% | Add +1.6% | 1,485 | $600K |
| Aventura Private Wealth, LLC | 0.26% | Add +3.5% | 1,475 | $596K |
| Clear Creek Financial Management, LLC | 0.06% | Add +27.9% | 1,475 | $596K |
| Sterling Capital Management LLC | 0.01% | Reduce -87.9% | 1,472 | $595K |
| Dillon & Associates Inc. | 0.08% | Reduce -3.4% | 1,470 | $594K |
| CW Advisors, LLC | 0.01% | Add +63.1% | 1,466 | $593K |
| Doliver Advisors, LP | 0.16% | Reduce -6.1% | 1,455 | $588K |
| Wealth Alliance Advisory Group, LLC | 0.11% | Reduce -1.5% | 1,450 | $586K |
| Tactive Advisors, LLC | 0.19% | — | 1,448 | $585K |
| Portside Wealth Group, LLC | 0.09% | Reduce -19.4% | 1,446 | $585K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -7.4% | 1,442 | $583K |
| Presidio Capital Management, LLC | 0.22% | Reduce -8.4% | 1,441 | $582K |
| Am Investment Strategies LLC | 0.14% | Reduce -1.2% | 1,434 | $579K |
| Yeomans Consulting Group, Inc. | 0.24% | New | 1,550 | $579K |
| JT Stratford LLC | 0.09% | Reduce -41.6% | 1,428 | $577K |
| Strategic Blueprint, LLC | 0.03% | Reduce -36.8% | 1,428 | $577K |
| CoreCap Advisors, LLC | 0.02% | Add +134.0% | 1,411 | $570K |
| Pinebridge Investments, L.P. | 0.00% | New | 1,403 | $567K |
| SummitTX Capital, L.P. | 0.02% | New | 1,400 | $566K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +9.9% | 1,399 | $566K |
| NewEdge Wealth, LLC | 0.01% | New | 1,405 | $565K |
| Pursue Wealth Partners LLC | 0.32% | New | 1,391 | $562K |
| Berkeley Capital Partners, LLC | 0.14% | Add +1.3% | 1,381 | $558K |
| Tradewinds, LLC. | 0.42% | New | 1,376 | $556K |
| Merkkuri Wealth Advisors LLC | 0.42% | Add +1.5% | 1,376 | $556K |
| Veracity Capital LLC | 0.19% | Add +5.9% | 1,362 | $551K |
| Whitaker-Myers Wealth Managers, LTD. | 0.14% | New | 1,361 | $550K |
| Mutual Advisors, LLC | 0.01% | Add +2.0% | 1,350 | $548K |
| Snowden Capital Advisors LLC | 0.02% | Add +9.3% | 1,346 | $544K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -4.6% | 1,342 | $542K |
| IFG Advisory, LLC | 0.03% | Add +8.4% | 1,336 | $540K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +1.2% | 1,334 | $539K |
| Penserra Capital Management LLC | 0.01% | Add +51.5% | 1,333 | $538K |
| McAdam, LLC | 0.03% | Add +1.7% | 1,302 | $526K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -18.8% | 1,298 | $525K |
| Stonebridge Financial Group, LLC | 0.05% | Add +119.1% | 1,297 | $524K |
| Friday Financial | 0.27% | No change | 1,290 | $521K |
| Crew Capital Management, Ltd | 0.37% | Reduce -10.0% | 1,280 | $517K |
| First Heartland Consultants, Inc. | 0.05% | Add +49.1% | 1,278 | $517K |
| Savant Capital, LLC | 0.00% | Add +28.0% | 1,275 | $515K |
| Los Angeles Capital Management LLC | 0.00% | Add +26.4% | 1,264 | $511K |
| Powell Investment Advisors, LLC | 0.19% | Add +4.9% | 1,259 | $509K |
| Mgo One Seven LLC | 0.02% | Add +19.3% | 1,259 | $509K |
| Norden Group LLC | 0.05% | Add +73.9% | 1,252 | $506K |
| McIlrath & Eck, LLC | 0.06% | Add +3.8% | 1,246 | $504K |
| Discipline Wealth Solutions, LLC | 0.19% | Reduce -5.0% | 1,243 | $503K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -5.8% | 1,238 | $500K |
| Assetmark, Inc. | 0.00% | Add +802.9% | 1,228 | $496K |
| Beese Fulmer Investment Management, Inc. | 0.04% | No change | 1,212 | $490K |
| Brighton Jones LLC | 0.01% | Reduce -19.9% | 1,210 | $489K |
| Avantax Planning Partners, Inc. | 0.02% | Add +3.5% | 1,206 | $488K |
| Rossby Financial, LCC | 0.18% | Reduce -17.0% | 1,203 | $486K |
| Abundance Wealth Counselors | 0.09% | Add +0.2% | 1,202 | $486K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.17% | No change | 1,200 | $485K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | No change | 1,200 | $485K |
| Wellington Capital Management, Inc. | 0.72% | — | 1,200 | $485K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +23.4% | 1,195 | $483K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -8.6% | 1,192 | $482K |
| Allianz SE | 0.01% | Add +60.8% | 1,190 | $481K |
| TCFG Wealth Management, LLC | 0.22% | Add +18.8% | 1,171 | $473K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +2.7% | 1,163 | $470K |
| Abound Wealth Management | 0.13% | Reduce -11.9% | 1,159 | $468K |
| Premier Path Wealth Partners, LLC | 0.07% | Add +37.4% | 1,157 | $468K |
| Raiffeisen Bank International AG | 0.01% | No change | 1,200 | $466K |
| Quantum Portfolio Management LLC | 0.22% | New | 1,150 | $465K |
| MRP Capital Investments, LLC | 0.32% | Add +15.0% | 1,150 | $465K |
| Mountain Capital Investment Advisors Inc. | 0.09% | Add +19.2% | 1,242 | $464K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -38.6% | 1,146 | $464K |
| Paragon Capital Management Inc. | 0.35% | Reduce -1.6% | 1,141 | $461K |
| Arlington Capital Management, Inc. | 0.40% | Reduce -0.1% | 1,135 | $459K |
| Panoramic Investment Advisors, LLC | 0.28% | New | 1,130 | $457K |
| International Assets Investment Management, LLC | 0.04% | Add +22.0% | 1,121 | $453K |
| L2 Asset Management, LLC | 0.07% | Add +13.4% | 1,117 | $452K |
| Aaron Wealth Advisors LLC | 0.05% | New | 1,116 | $451K |
| Regatta Capital Group, LLC | 0.08% | Add +0.2% | 1,112 | $450K |
| Alpha Family Trust | 0.22% | No change | 1,110 | $449K |
| Alta Advisers Ltd | 0.16% | Add +9.9% | 1,110 | $449K |
| Capital Wealth Planning, LLC | 0.00% | New | 1,100 | $445K |
| Graypoint LLC | 0.03% | New | 1,098 | $444K |
| Scotia Capital Inc. | 0.00% | Reduce -48.0% | 1,088 | $440K |
| Glass Jacobson Investment Advisors llc | 0.17% | No change | 1,079 | $436K |
| Retirement Income Solutions, Inc. | 0.08% | New | 1,072 | $433K |
| BCS Wealth Management | 0.09% | Add +5.6% | 1,072 | $433K |
| Howe & Rusling Inc. | 0.03% | Reduce -95.0% | 1,070 | $432K |
| Wise Wealth Partners | 0.72% | Reduce -9.8% | 1,069 | $432K |
| Calton & Associates, Inc. | 0.07% | Add +5.2% | 1,065 | $431K |
| Polymer Capital Management (HK) LTD | 0.07% | New | 1,050 | $424K |
| Drive Wealth Management, LLC | 0.09% | Reduce -13.4% | 1,047 | $423K |
| Phoenix Financial Ltd. | 0.01% | Add +1.4% | 1,048 | $422K |
| GAMMA Investing LLC | 0.03% | Add +25.7% | 1,043 | $422K |
| HBW Advisory Services LLC | 0.05% | Add +0.8% | 1,042 | $421K |
| Avaii Wealth Management, LLC | 0.19% | New | 1,040 | $421K |
| Oxford Financial Group, LTD. LLC | 0.02% | New | 1,037 | $419K |
| Vista Finance, LLC | 0.36% | No change | 1,033 | $418K |
| Plan Group Financial, LLC | 0.14% | New | 1,029 | $416K |
| Shoker Investment Counsel, Inc. | 0.13% | Add +2.4% | 1,024 | $414K |
| Magnetar Financial LLC | 0.00% | New | 1,081 | $413K |
| West Michigan Advisors, LLC | 0.12% | Add +26.3% | 1,018 | $412K |
| Kercheville Advisors, LLC | 0.14% | New | 1,015 | $410K |
| Bridgewealth Advisory Group, LLC | 0.10% | New | 1,015 | $410K |
| Ostrum Asset Management | 0.02% | Reduce -2.8% | 1,014 | $410K |
| Black Diamond Financial, LLC | 0.06% | No change | 1,013 | $409K |
| Palisades Hudson Asset Management, L.P. | 0.16% | Reduce -11.5% | 1,010 | $408K |
| Rehmann Capital Advisory Group | 0.02% | Add +43.6% | 1,008 | $408K |
| Revisor Wealth Management LLC | 0.15% | Reduce -14.6% | 963 | $406K |
| Sanders Morris Harris LLC | 0.10% | New | 1,000 | $404K |
| First National Corp. /Ma/ | 0.08% | Add +11.1% | 1,000 | $404K |
| Foguth Wealth Management, LLC. | 0.09% | Reduce -40.1% | 999 | $404K |
| Resonant Capital Advisors, LLC | 0.03% | Add +39.4% | 991 | $401K |
| ICONIQ Capital, LLC | 0.01% | Add +18.1% | 990 | $400K |
| San Luis Wealth Advisors LLC | 0.09% | Add +86.1% | 2,678 | $398K |
| Composition Wealth, LLC | 0.01% | Reduce -16.3% | 983 | $397K |
| Federated Hermes, Inc. | 0.00% | New | 979 | $396K |
| West Family Investments, Inc. | 0.10% | New | 974 | $394K |
| Insight Advisors, LLC/ PA | 0.06% | Add +2.3% | 970 | $392K |
| Atria Investments, Inc | 0.00% | New | 970 | $392K |
| Regions Financial Corp. | 0.00% | Add +15.5% | 970 | $392K |
| Principle Wealth Partners LLC | 0.02% | New | 969 | $392K |
| Brooklyn Investment Group | 0.05% | Add +70.0% | 964 | $390K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 941 | $380K |
| True Freedom Investing, LLC | 0.15% | — | 935 | $378K |
| Ionic Capital Management LLC | 0.58% | Reduce -32.8% | 932 | $377K |
| Destiny Wealth Partners, LLC | 0.05% | Add +16.3% | 930 | $376K |
| Financial Perspectives, Inc | 0.11% | Add +21.8% | 912 | $369K |
| Vicus Capital | 0.03% | New | 912 | $369K |
| FIL Ltd | 0.00% | New | 912 | $369K |
| Wealth Preservation Advisors, LLC | 0.23% | Reduce -30.0% | 911 | $368K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 986 | $368K |
| GK Wealth Management LLC | 0.37% | Reduce -2.3% | 910 | $368K |
| Joel Isaacson & Co., LLC | 0.01% | Add +12.4% | 907 | $367K |
| Abel Hall, LLC | 0.17% | Reduce -2.5% | 902 | $365K |
| KG Capital Management | 0.11% | Reduce -67.2% | 897 | $363K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -5.6% | 897 | $363K |
| FFG Partners, LLC | 0.12% | Reduce -10.2% | 880 | $356K |
| MASTERINVEST Kapitalanlage GmbH | 0.04% | — | 878 | $355K |
| Nova R Wealth, Inc. | 0.16% | No change | 873 | $353K |
| LJI Wealth Management, LLC | 0.06% | Reduce -7.9% | 870 | $352K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +13.8% | 865 | $350K |
| Fidelis Capital Partners, LLC | 0.03% | Add +45.9% | 912 | $350K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 864 | $349K |
| Citizens Financial Group Inc. | 0.01% | Add +8.8% | 864 | $349K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -3.0% | 862 | $349K |
| Cordatus Wealth Management LLC | 0.08% | No change | 850 | $344K |
| Stratos Investment Management, LLC | 0.02% | New | 845 | $342K |
| Prosperity Wealth Management, Inc. | 0.13% | New | 842 | $340K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -10.3% | 841 | $340K |
| Oder Investment Management, LLC | 0.26% | Reduce -34.0% | 837 | $338K |
| Huntington National Bank | 0.00% | Add +528.6% | 836 | $338K |
| Duncan Williams Asset Management, LLC | 0.11% | No change | 832 | $336K |
| MBL Wealth, LLC | 0.03% | No change | 827 | $334K |
| Power Wealth Management LLC | 0.13% | Reduce -0.7% | 827 | $334K |
| Family Manage LLC | 0.05% | Add +0.6% | 825 | $333K |
| Synergy Financial Group, LTD | 0.24% | No change | 820 | $331K |
| Lanark Financial, Inc. | 0.03% | No change | 820 | $331K |
| Proficio Capital Partners LLC | 0.02% | Add +16.8% | 815 | $329K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -26.4% | 816 | $329K |
| Pettinga Financial Advisors LLC | 0.07% | Add +2.0% | 811 | $328K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -11.1% | 810 | $327K |
| Fortress Private Ledger, LLC | 0.15% | New | 807 | $326K |
| Precision Wealth Strategies, LLC | 0.11% | Add +0.4% | 807 | $326K |
| Associated Banc-Corp | 0.01% | No change | 805 | $325K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +81.7% | 805 | $325K |
| Novak & Powell Financial Services, Inc. | 0.23% | Reduce -27.2% | 804 | $325K |
| Invst, LLC | 0.04% | Reduce -15.6% | 802 | $324K |
| Littlejohn Financial Services, Inc. | 0.25% | No change | 800 | $323K |
| Firestone Capital Management | 0.08% | No change | 800 | $323K |
| JFG Wealth Management, LLC | 0.07% | No change | 800 | $323K |
| YHB Investment Advisors, Inc. | 0.02% | Add +8.5% | 788 | $319K |
| Private Trust Co. NA | 0.03% | Add +293.5% | 787 | $318K |
| Park Capital Management, LLC / WI | 0.29% | New | 779 | $315K |
| GWN Securities Inc. | 0.06% | New | 774 | $314K |
| Mirador Capital Partners LP | 0.05% | No change | 776 | $314K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | New | 776 | $314K |
| NFSG Corp | 0.05% | Reduce -88.0% | 773 | $312K |
| Bernardo Wealth Planning LLC | 0.07% | Add +3.9% | 772 | $312K |
| PYA Waltman Capital, LLC | 0.09% | No change | 770 | $311K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 764 | $309K |
| Aldebaran Financial Inc. | 0.34% | New | 762 | $308K |
| Runnymede Capital Advisors, Inc. | 0.28% | Add +1948.7% | 758 | $306K |
| Primoris Wealth Advisors, LLC | 0.21% | No change | 750 | $303K |
| Beacon Financial Strategies CORP | 0.19% | No change | 750 | $303K |
| WJ Interests, LLC | 0.13% | No change | 750 | $303K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | No change | 750 | $303K |
| HBK Sorce Advisory LLC | 0.01% | New | 750 | $303K |
| Westwood Holdings Group Inc. | 0.00% | New | 749 | $303K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.4% | 742 | $300K |
| Diversify Advisory Services, LLC | 0.01% | New | 760 | $300K |
| Stelac Advisory Services LLC | 0.11% | No change | 740 | $299K |
| Quotient Wealth Partners, LLC | 0.01% | New | 738 | $298K |
| Veltria Advisors Corp. | 0.20% | No change | 737 | $298K |
| Pure Financial Advisors, LLC | 0.01% | New | 731 | $296K |
| Idaho Trust Co | 0.10% | New | 727 | $294K |
| Versor Investments LP | 0.05% | New | 715 | $289K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -3.4% | 709 | $287K |
| Diversified Trust Co. | 0.01% | New | 709 | $287K |
| Kure Advisory, LLC | 0.19% | New | 708 | $286K |
| Measured Risk Portfolios, Inc. | 0.32% | New | 707 | $286K |
| Synergy Asset Management, LLC | 0.03% | Reduce -93.0% | 707 | $286K |
| Montz Harcus Wealth Management LLC | 0.14% | No change | 703 | $284K |
| Root Financial Partners, LLC | 0.03% | New | 702 | $284K |
| Pennington Partners & Co., LLC | 0.15% | No change | 700 | $283K |
| Howland Capital Management LLC | 0.01% | Reduce -1.7% | 698 | $282K |
| Andina Capital Management, LLC | 0.20% | New | 693 | $280K |
| Total Investment Management Inc. | 0.04% | New | 693 | $280K |
| WealthPlan Investment Management, LLC | 0.02% | New | 685 | $277K |
| Sax Wealth Advisors, LLC | 0.02% | New | 684 | $277K |
| Pinnacle Family Advisors, LLC | 0.13% | New | 685 | $275K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -10.2% | 673 | $272K |
| Sava Infond d.o.o. | 0.04% | Reduce -10.7% | 670 | $271K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 665 | $269K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -6.5% | 664 | $268K |
| Ewa, LLC | 0.08% | New | 662 | $268K |
| Continuum Advisory, LLC | 0.03% | Add +6.8% | 662 | $268K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 662 | $268K |
| King Wealth Management Group | 0.04% | Reduce -8.3% | 654 | $264K |
| Mustard Seed Financial, LLC | 0.19% | Reduce -44.7% | 652 | $264K |
| Nicholson Meyer Capital Management, Inc. | 0.22% | New | 650 | $263K |
| Fortress Financial Solutions, LLC | 0.33% | New | 650 | $263K |
| World Equity Group, Inc. | 0.07% | New | 644 | $260K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 644 | $260K |
| Rockingstone Advisors LLC | 0.14% | New | 640 | $259K |
| Retirement Planning Co of New England, Inc. | 0.11% | New | 638 | $258K |
| RFG Advisory, LLC | 0.01% | New | 638 | $258K |
| Falcon Wealth Planning | 0.03% | New | 636 | $257K |
| Pitcairn Co. | 0.02% | New | 636 | $257K |
| Paragon Private Wealth Management, LLC | 0.10% | New | 633 | $256K |
| Everett Harris & Co. | 0.00% | New | 632 | $255K |
| Modern Wealth Management, LLC | 0.01% | New | 630 | $255K |
| Accurate Wealth Management, LLC | 0.04% | New | 600 | $253K |
| Howard Financial Services, LTD. | 0.03% | New | 619 | $250K |
| Victory Financial Group, LLC | 0.04% | New | 612 | $247K |
| TSA Wealth Managment LLC | 0.09% | New | 608 | $246K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 600 | $243K |
| Hummer Financial Advisory Services Inc | 0.18% | New | 600 | $243K |
| Darden Wealth Group Inc | 0.15% | New | 600 | $243K |
| GAM Holding AG | 0.02% | New | 600 | $243K |
| J. Safra Sarasin Holding AG | 0.00% | New | 600 | $243K |
| Blue Trust, Inc. | 0.00% | Reduce -62.6% | 599 | $242K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -80.8% | 598 | $242K |
| III Capital Management | 0.05% | New | 590 | $238K |
| WPG Advisers, LLC | 0.20% | Add +6.9% | 589 | $238K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 587 | $237K |
| Beacon Financial Advisory LLC | 0.06% | New | 586 | $237K |
| Keel Point, LLC | 0.02% | New | 584 | $236K |
| Creative Financial Designs Inc. | 0.02% | Reduce -17.4% | 582 | $235K |
| Westmount Partners, LLC | 0.06% | Reduce -77.9% | 579 | $234K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 577 | $233K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -32.8% | 575 | $232K |
| Visionary Horizons, LLC | 0.15% | New | 575 | $232K |
| Moss Adams Wealth Advisors LLC | 0.02% | New | 570 | $230K |
| Evermay Wealth Management LLC | 0.03% | Reduce -1.9% | 569 | $230K |
| Capula Management Ltd | 0.00% | Reduce -100.0% | 567 | $229K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -51.9% | 566 | $229K |
| Pin Oak Investment Advisors Inc. | 0.19% | Add +39.3% | 791 | $228K |
| Formidable Asset Management, LLC | 0.04% | No change | 789 | $227K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -76.3% | 559 | $226K |
| Crux Wealth Advisors | 0.10% | New | 558 | $226K |
| Objective Capital Management, LLC | 0.25% | New | 557 | $225K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -16.2% | 583 | $224K |
| Gemmer Asset Management LLC | 0.02% | New | 551 | $223K |
| Waterloo Capital, L.P. | 0.02% | New | 550 | $222K |
| Wealth Group Ltd | 0.06% | New | 545 | $220K |
| EPG Wealth Management LLC | 0.07% | New | 541 | $219K |
| PDS Planning, Inc | 0.02% | New | 541 | $219K |
| Birchcreek Wealth Management, LLC | 0.12% | New | 540 | $218K |
| Aspen Grove Capital, LLC | 0.04% | New | 539 | $218K |
| SCS Capital Management LLC | 0.00% | New | 538 | $217K |
| Versant Capital Management, Inc | 0.03% | Add +54.8% | 537 | $217K |
| Element Wealth, LLC | 0.10% | New | 532 | $215K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 532 | $215K |
| Essex LLC | 0.04% | New | 530 | $214K |
| Oxinas Partners, LLC | 0.11% | New | 529 | $214K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 528 | $213K |
| Three Seasons Wealth, LLC | 0.02% | New | 527 | $213K |
| Bridgewater Advisors Inc. | 0.02% | New | 536 | $212K |
| Dana Investment Advisors, Inc. | 0.01% | New | 523 | $211K |
| Global Assets Advisory, LLC | 0.08% | Reduce -67.5% | 565 | $211K |
| Quartz Partners, LLC | 0.10% | New | 520 | $210K |
| Webster Bank, N. A. | 0.02% | No change | 520 | $210K |
| Naples Global Advisors, LLC | 0.02% | New | 520 | $210K |
| New Insight Wealth Advisors | 0.09% | New | 518 | $209K |
| Sentry LLC | 0.04% | New | 518 | $209K |
| Patton Fund Management, Inc. | 0.05% | New | 517 | $209K |
| Smith Thornton Advisors LLC | 0.12% | New | 515 | $208K |
| Canopy Partners, LLC | 0.08% | New | 515 | $208K |
| Second Line Capital, LLC | 0.05% | New | 510 | $206K |
| CGN Advisors LLC | 0.02% | New | 510 | $206K |
| Grandview Asset Management LLC | 0.07% | New | 507 | $205K |
| Journey Advisory Group, LLC | 0.02% | New | 503 | $203K |
| Ingalls & Snyder LLC | 0.01% | New | 502 | $203K |
| Sprott Inc. | 0.01% | New | 502 | $203K |
| Sara-Bay Financial | 0.07% | New | 500 | $202K |
| Whitener Capital Management, Inc. | 0.05% | Reduce -50.0% | 500 | $202K |
| Oarsman Capital, Inc. | 0.03% | New | 500 | $202K |
| B&D White Capital Company, LLC | 0.03% | New | 500 | $202K |
| Triglav Investments, D.O.O. | 0.01% | No change | 500 | $202K |
| Roundview Capital LLC | 0.01% | New | 500 | $202K |
| Cary Street Partners Financial LLC | 0.01% | New | 500 | $202K |
| Ieq Capital, LLC | 0.00% | New | 499 | $202K |
| SAM Advisors, LLC | 0.07% | New | 496 | $200K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 496 | $200K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.06% | Add +35.6% | 495 | $200K |
| Compagnie Lombard Odier SCmA | 0.00% | Add +47.3% | 464 | $188K |
| Vestor Capital, LLC | 0.01% | Add +174.8% | 1,245 | $186K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -23.8% | 490 | $183K |
| S.A. Mason LLC | 0.08% | No change | 392 | $158K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +3.2% | 392 | $158K |
| GeoWealth Management, LLC | 0.01% | Add +44.1% | 376 | $152K |
| Riggs Asset Managment Co. Inc. | 0.03% | Add +475.4% | 351 | $142K |
| First Horizon Advisors, Inc. | 0.00% | Add +1019.4% | 347 | $140K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 341 | $138K |
| Pacific Center for Financial Services | 0.04% | No change | 330 | $133K |
| Sunbelt Securities, Inc. | 0.01% | No change | 434 | $126K |
| Optimum Investment Advisors | 0.05% | No change | 310 | $125K |
| REAP Financial Group, LLC | 0.03% | No change | 310 | $125K |
| North Star Investment Management Corp. | 0.01% | No change | 310 | $125K |
| Eq Wealth Advisors, LLC | 0.08% | No change | 307 | $124K |
| Jackson Square Capital, LLC | 0.03% | New | 283 | $114K |
| CX Institutional | 0.00% | Reduce -3.1% | 282 | $114K |
| Hantz Financial Services, Inc. | 0.00% | New | 278 | $112K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +99.2% | 263 | $106K |
| Ancora Advisors LLC | 0.00% | Add +8.3% | 260 | $105K |
| Cornerstone Planning Group LLC | 0.02% | Add +3.8% | 276 | $104K |
| Bogart Wealth, LLC | 0.00% | Add +1.6% | 253 | $102K |
| Burkett Financial Services, LLC | 0.04% | No change | 250 | $101K |
| Westside Investment Management, Inc. | 0.02% | Add +19.9% | 247 | $99K |
| AlphaCore Capital LLC | 0.00% | New | 237 | $96K |
| Dagco, Inc. | 0.03% | No change | 237 | $96K |
| Dogwood Wealth Management LLC | 0.05% | Add +34.1% | 236 | $94K |
| Quarry LP | 0.02% | Reduce -52.8% | 231 | $93K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 231 | $93K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 227 | $92K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 222 | $90K |
| CVA Family Office, LLC | 0.01% | Add +6.3% | 219 | $89K |
| HighMark Wealth Management LLC | 0.04% | No change | 215 | $87K |
| Glen Eagle Advisors, LLC | 0.01% | Add +5.5% | 211 | $85K |
| Grove Bank & Trust | 0.01% | Add +163.8% | 211 | $85K |
| Quaker Wealth Management, LLC | 0.03% | — | 204 | $82K |
| Fairman Group, LLC | 0.07% | No change | 200 | $81K |
| Costello Asset Management, INC | 0.03% | No change | 200 | $81K |
| Private Wealth Asset Management, LLC | 0.01% | Add +3150.0% | 195 | $79K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -52.7% | 193 | $78K |
| TFC Financial Management, Inc. | 0.01% | Reduce -8.7% | 190 | $77K |
| Darwin Wealth Management, LLC | 0.03% | No change | 190 | $77K |
| Parkside Financial Bank & Trust | 0.01% | Add +39.5% | 180 | $73K |
| Strengthening Families & Communities, LLC | 0.04% | New | 251 | $72K |
| St Germain D J Co. Inc. | 0.00% | No change | 177 | $72K |
| Activest Wealth Management | 0.02% | Add +3.0% | 171 | $69K |
| Hopwood Financial Services, Inc. | 0.05% | Reduce -8.6% | 160 | $65K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | Reduce -63.2% | 160 | $65K |
| Opal Wealth Advisors, LLC | 0.02% | Add +1.3% | 157 | $63K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 150 | $61K |
| Arlington Trust Co LLC | 0.01% | Add +86.3% | 149 | $60K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -14.9% | 148 | $60K |
| Nemes Rush Group LLC | 0.01% | No change | 136 | $55K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -82.5% | 134 | $54K |
| DT Investment Partners, LLC | 0.00% | No change | 130 | $53K |
| Dunhill Financial, LLC | 0.02% | Add +39.1% | 128 | $52K |
| V-Square Quantitative Management LLC | 0.01% | New | 126 | $51K |
| Atlantic Union Bankshares Corp | 0.00% | New | 126 | $51K |
| ORG Partners LLC | 0.01% | Add +81.3% | 136 | $51K |
| AlphaQuest LLC | 0.00% | Add +454.6% | 122 | $49K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.05% | Add +57.3% | 118 | $48K |
| SJS Investment Consulting Inc. | 0.01% | Add +25.8% | 117 | $47K |
| Covestor Ltd | 0.03% | Reduce -1.8% | 112 | $46K |
| Horrell Capital Management, Inc. | 0.02% | Add +0.9% | 108 | $44K |
| Sierra Ocean, LLC | 0.03% | Add +48.6% | 107 | $43K |
| Montag A & Associates Inc. | 0.00% | No change | 105 | $42K |
| Meeder Asset Management Inc. | 0.00% | Add +14.4% | 103 | $42K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -3.8% | 101 | $41K |
| MV Capital Management, Inc. | 0.00% | Add +14.8% | 101 | $41K |
| Boreal Capital Management LLC | 0.04% | — | 100 | $40K |
| AllSquare Wealth Management LLC | 0.02% | Add +100.0% | 100 | $40K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -46.0% | 100 | $40K |
| Garde Capital, Inc. | 0.00% | No change | 100 | $40K |
| UMB Bank, n.a. | 0.00% | Reduce -2.9% | 100 | $40K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 100 | $40K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -44.8% | 95 | $38K |
| Safe Harbor Fiduciary, LLC | 0.03% | No change | 92 | $37K |
| Maseco LLP | 0.00% | — | 90 | $36K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 88 | $36K |
| IAG Wealth Partners, LLC | 0.00% | No change | 87 | $35K |
| MCF Advisors LLC | 0.00% | New | 87 | $35K |
| Transce3nd, LLC | 0.01% | No change | 87 | $35K |
| First PREMIER Bank | 0.01% | No change | 84 | $34K |
| Binnacle Investments Inc | 0.02% | Add +492.9% | 83 | $34K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -36.7% | 81 | $33K |
| Colonial Trust Advisors | 0.00% | No change | 80 | $32K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 74 | $28K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 63 | $25K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +82.3% | 62 | $25K |
| Painted Porch Advisors LLC | 0.01% | No change | 60 | $24K |
| Highline Wealth Partners LLC | 0.01% | Add +23.4% | 58 | $23K |
| City State Bank | 0.01% | No change | 55 | $22K |
| Avion Wealth | 0.01% | Add +77.4% | 55 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -1.9% | 52 | $21K |
| Asset Dedication, LLC | 0.00% | Add +10.6% | 52 | $21K |
| LRI Investments, LLC | 0.00% | New | 51 | $21K |
| Eisler Capital Management Ltd. | 0.00% | New | 50 | $20K |
| Berbice Capital Management LLC | 0.01% | Add +11.1% | 50 | $20K |
| Millstone Evans Group, LLC | 0.01% | No change | 50 | $20K |
| Bank of New Hampshire | 0.01% | No change | 50 | $20K |
| Crewe Advisors LLC | 0.00% | Add +4.2% | 50 | $20K |
| Trust Co | 0.00% | No change | 50 | $20K |
| Avalon Trust Co | 0.00% | No change | 50 | $20K |
| HM Payson & Co. | 0.00% | No change | 50 | $20K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 45 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.7% | 45 | $18K |
| Fortitude Family Office, LLC | 0.01% | Reduce -52.2% | 43 | $17K |
| Briaud Financial Planning Inc | 0.01% | New | 44 | $17K |
| Sachetta, LLC | 0.01% | Add +28.1% | 41 | $17K |
| United Community Bank | 0.01% | New | 40 | $16K |
| Contravisory Investment Management, Inc. | 0.00% | New | 39 | $16K |
| Chilton Capital Management LLC | 0.00% | No change | 38 | $15K |
| Albion Financial Group | 0.00% | No change | 37 | $15K |
| SouthState Bank Corp | 0.00% | Reduce -70.7% | 36 | $15K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 33 | $13K |
| Ascentis Wealth Management, LLC | 0.00% | Add +1066.7% | 35 | $13K |
| Delta Asset Management LLC | 0.00% | No change | 30 | $12K |
| Bessemer Group Inc. | 0.00% | No change | 30 | $12K |
| American Capital Advisory, LLC | 0.01% | Add +11.5% | 29 | $12K |
| Clearstead Trust, LLC | 0.00% | Add +12.5% | 27 | $11K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 25 | $10K |
| Pinney & Scofield, Inc. | 0.01% | No change | 25 | $10K |
| Princeton Global Asset Management LLC | 0.00% | No change | 25 | $10K |
| Roble, Belko & Company, Inc | 0.00% | Add +13.6% | 25 | $10K |
| Kilter Group LLC | 0.00% | New | 23 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +21.1% | 23 | $9K |
| PFS Partners, LLC | 0.00% | New | 21 | $8K |
| TD Private Client Wealth LLC | 0.00% | Add +40.0% | 21 | $8K |
| Delos Wealth Advisors, LLC | 0.01% | New | 20 | $8K |
| Decker Retirement Planning Inc. | 0.00% | New | 20 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 20 | $8K |
| Addison Advisors LLC | 0.00% | No change | 20 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -71.0% | 20 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $8K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 19 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | New | 19 | $8K |
| Cromwell Holdings LLC | 0.00% | Add +157.1% | 18 | $7K |
| Raffa Wealth Management, LLC | 0.00% | Add +5.9% | 18 | $7K |
| Hughes Financial Services, LLC | 0.00% | Add +28.6% | 18 | $7K |
| BankPlus Trust Department | 0.00% | No change | 17 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 16 | $6K |
| True Wealth Design, LLC | 0.00% | Add +220.0% | 16 | $6K |
| Trust Co. of Vermont | 0.00% | No change | 15 | $6K |
| RMG Wealth Management LLC | 0.00% | — | 14 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 15 | $6K |
| WealthTrak Capital Management LLC | 0.00% | Add +62.5% | 13 | $5K |
| Rise Advisors, LLC | 0.00% | Add +225.0% | 13 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 12 | $5K |
| Aspect Partners, LLC | 0.00% | No change | 12 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 12 | $5K |
| Zions Bancorporation, National Association | 0.00% | Add +100.0% | 12 | $5K |
| S&T Bank | 0.00% | New | 12 | $5K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.01% | Reduce -99.0% | 10 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | Add +25.0% | 10 | $4K |
| Concord Wealth Partners | 0.00% | No change | 10 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +80.0% | 9 | $4K |
| Red Tortoise LLC | 0.00% | New | 9 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 9 | $4K |
| Tidemark, LLC | 0.00% | Reduce -98.8% | 9 | $4K |
| Tortoise Investment Management, LLC | 0.00% | New | 9 | $4K |
| Nova Wealth Management, Inc. | 0.00% | New | 8 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 7 | $3K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 7 | $3K |
| TD Capital Management LLC | 0.00% | No change | 7 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -87.8% | 6 | $2K |
| Evergreen Private Wealth LLC | 0.00% | New | 6 | $2K |
| Atwood & Palmer Inc. | 0.00% | No change | 5 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Add +25.0% | 5 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 4 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +100.0% | 4 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 4 | $2K |
| Clear Investment Research, LLC | 0.00% | No change | 3 | $1K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 3 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 3 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 3 | $1K |
| Stone House Investment Management, LLC | 0.00% | New | 3 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 3 | $1K |
| PEAK6 LLC | 0.00% | Reduce -100.0% | 3 | $1K |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $1K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 2 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $809 |
| Byrne Asset Management LLC | 0.00% | No change | 2 | $808 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 2 | $808 |
| Proathlete Wealth Management LLC | 0.00% | New | 2 | $808 |
| Duncker Streett & Co. Inc. | 0.00% | New | 2 | $808 |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +100.0% | 2 | $614 |
| IMG Wealth Management, Inc. | 0.00% | New | 1 | $404 |
| North Capital, Inc. | 0.00% | Reduce -80.0% | 1 | $404 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 1 | $307 |
| PrairieView Partners, LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is MSTR's weight in each manager's 13F, not the share of Strategy Inc. the manager owns.