StrategyMSTR
13F holders, Q3 2025 (September 30)1,087holders −74
109new positions
176sold out
9famous investors
$322.21avg. 13F price*
At the end of Q3 2025, 1,087 institutions reported holding Strategy Inc. (MSTR) in their 13F filings, down 74 from Q2 2025. 109 opened new positions and 176 sold out. The largest holders were Vanguard Group Inc. ($6.4B), Capital International Investors ($4.8B) and BlackRock, Inc. ($4.7B). 9 famous investors held it, including Bill Miller (1.8% of Miller Value Partners's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Strategy Inc.
- Sector
- Technology
- CUSIP
- 594972408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $406.7M |
| Exits | 176 | $433.7M |
All 13F filers, Q2 2025 → Q3 2025: 18,006,941 shares bought and 11,204,324 shares sold, net +6,802,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,087 holders
| Vanguard Group Inc. | 0.10% | Add +7.3% | 19,884,275 | $6.4B |
| Capital International Investors | 0.78% | Add +2.6% | 15,014,295 | $4.8B |
| BlackRock, Inc. | 0.08% | Add +3.3% | 14,656,166 | $4.7B |
| Morgan Stanley | 0.16% | Reduce -8.5% | 8,416,982 | $2.7B |
| State Street Corp. | 0.07% | Add +9.2% | 5,989,048 | $1.9B |
| Clear Street Group Inc. | 7.50% | — | 4,777,997 | $1.5B |
| Capital Research Global Investors | 0.25% | Add +33.6% | 4,205,258 | $1.4B |
| Cantor Fitzgerald, L. P. | 25.48% | Reduce -9.2% | 4,009,492 | $1.3B |
| Geode Capital Management, LLC | 0.08% | Add +6.1% | 3,736,156 | $1.2B |
| UBS Group AG | 0.16% | Add +64.4% | 2,522,401 | $812.7M |
| JPMorgan Chase & Co. | 0.05% | Reduce -24.5% | 2,375,683 | $765.5M |
| Goldman Sachs Group Inc. | 0.10% | Add +164.2% | 2,092,268 | $674.1M |
| Marex Group Ltd | 8.31% | Add +10.8% | 2,082,849 | $671.2M |
| National Bank of Canada | 0.74% | Add +260.0% | 2,044,804 | $658.9M |
| Capula Management Ltd | 4.22% | Add +309608.6% | 1,756,048 | $565.8M |
| Invesco Ltd. | 0.08% | Add +13.9% | 1,593,085 | $513.3M |
| Northern Trust Corp. | 0.06% | Add +5.5% | 1,570,323 | $506.0M |
| Royal Bank of Canada | 0.09% | Add +729.8% | 1,565,481 | $504.4M |
| Harvest Portfolios Group Inc. | 9.22% | Add +119.0% | 1,550,520 | $499.6M |
| FMR LLC | 0.03% | Reduce -27.6% | 1,492,625 | $480.9M |
| Weiss Asset Management LP | 7.96% | Reduce -37.1% | 1,388,564 | $447.4M |
| Bank of Montreal | 0.18% | Add +41.0% | 1,298,181 | $418.3M |
| Capital World Investors | 0.06% | Add +21.3% | 1,279,132 | $412.1M |
| Legal & General Group Plc | 0.09% | Add +7.5% | 1,255,770 | $404.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Reduce -6.3% | 1,251,234 | $403.2M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +10.5% | 1,179,156 | $379.9M |
| Amundi | 0.12% | Reduce -43.3% | 1,011,362 | $363.8M |
| Bank of New York Mellon Corp | 0.05% | Add +1.6% | 923,265 | $297.5M |
| Deutsche Bank AG | 0.09% | Add +27.3% | 838,431 | $270.2M |
| Tidal Investments LLC | 1.06% | Add +83.8% | 771,465 | $248.6M |
| Swiss National Bank | 0.14% | Add +0.4% | 752,500 | $242.5M |
| Barclays PLC | 0.09% | Add +40.9% | 706,808 | $227.7M |
| LPL Financial LLC | 0.06% | Reduce -1.2% | 643,558 | $207.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.12% | Add +6.0% | 623,981 | $201.1M |
| Natixis | 1.03% | Reduce -17.4% | 591,017 | $190.4M |
| National Pension Service | 0.13% | Add +0.9% | 511,640 | $164.9M |
| Bank of America Corp. | 0.01% | Reduce -32.1% | 493,083 | $158.9M |
| Nuveen, LLC | 0.04% | Add +5.0% | 477,925 | $154.0M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -70.6% | 470,590 | $151.6M |
| Hudson Bay Capital Management LP | 1.04% | Reduce -61.6% | 457,611 | $147.4M |
| California Public Employees Retirement System | 0.09% | Add +9.2% | 448,157 | $144.4M |
| First Trust Advisors LP | 0.10% | Add +18.3% | 412,637 | $133.0M |
| California State Teachers Retirement System | 0.14% | Add +6.2% | 411,981 | $132.7M |
| Canada Pension Plan Investment Board | 0.09% | New | 393,322 | $126.7M |
| Wells Fargo & Company | 0.02% | Reduce -52.0% | 346,644 | $111.7M |
| Citigroup Inc. | 0.08% | Add +22.0% | 344,281 | $110.9M |
| LMR Partners LLP | 2.06% | Add +263.3% | 333,116 | $107.3M |
| Susquehanna International Group, LLP | 0.15% | Add +29.0% | 318,176 | $102.5M |
| Rhumbline Advisers | 0.08% | Add +16.1% | 313,565 | $101.0M |
| PEAK6 LLC | 2.43% | Add +10015033.3% | 300,454 | $96.8M |
| ProShare Advisors LLC | 0.19% | Reduce -17.2% | 286,776 | $92.4M |
| New York State Common Retirement Fund | 0.12% | Add +0.3% | 282,150 | $90.9M |
| Voloridge Investment Management, LLC | 0.29% | Reduce -36.5% | 266,550 | $85.9M |
| HSBC Holdings PLC | 0.05% | Reduce -14.4% | 264,217 | $84.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +12.4% | 261,847 | $84.4M |
| Ossiam | 1.03% | Add +34.2% | 247,410 | $79.7M |
| State Board of Administration of Florida Retirement System | 0.14% | Add +0.5% | 241,215 | $77.7M |
| Mirae Asset Securities (usa) Inc. | 3.34% | Reduce -45.7% | 236,621 | $76.2M |
| KBC Group NV | 0.17% | Add +95.1% | 223,123 | $71.9M |
| SG Americas Securities, LLC | 0.27% | Reduce -23.8% | 221,300 | $71.3M |
| BNP Paribas Financial Markets | 0.05% | Reduce -17.8% | 209,679 | $67.6M |
| Aviva PLC | 0.12% | Add +12.1% | 207,467 | $66.8M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.6% | 206,140 | $66.4M |
| Van Eck Associates Corp. | 0.06% | Add +46.0% | 204,506 | $65.9M |
| Stifel Financial Corp. | 0.06% | Reduce -19.4% | 197,972 | $63.8M |
| Cetera Investment Advisers | 0.07% | Add +53.8% | 191,597 | $61.7M |
| Victory Capital Management Inc. | 0.04% | Add +2.3% | 188,454 | $60.7M |
| Walleye Trading LLC | 0.96% | Add +16.3% | 187,082 | $60.3M |
| Point72 Europe (London) LLP | 3.27% | New | 186,602 | $60.1M |
| Storebrand Asset Management As | 0.14% | Add +2.9% | 168,197 | $54.2M |
| CTC LLC | 2.19% | Reduce -60.5% | 166,796 | $53.7M |
| Jane Street Group, LLC | 0.06% | Add +4.3% | 165,963 | $53.5M |
| Jefferies Financial Group Inc. | 0.50% | Add +789.6% | 163,258 | $52.6M |
| Treasurer of the State of North Carolina | 0.16% | Add +23.4% | 159,571 | $51.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.08% | Reduce -6.9% | 144,640 | $46.6M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +43.5% | 139,034 | $45.4M |
| Robeco Institutional Asset Management B.V. | 0.07% | Add +11.6% | 140,248 | $45.2M |
| Horizon Kinetics Asset Management LLC | 0.54% | Reduce -4.8% | 138,488 | $44.6M |
| Jump Financial, LLC | 0.59% | Add +33.1% | 137,349 | $44.3M |
| State of Wisconsin Investment Board | 0.10% | Add +3.8% | 137,242 | $44.2M |
| Aspiring Ventures, LLC | 15.72% | Add +8.0% | 134,597 | $43.4M |
| Point72 Asset Management | 0.10% | New | 133,708 | $43.1M |
| Renaissance Technologies | 0.06% | Reduce -14.7% | 225,730 | $42.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | Add +50.7% | 130,062 | $41.9M |
| Millennium Management | 0.03% | Add +97.8% | 129,639 | $41.8M |
| Vident Advisory, LLC | 0.40% | Add +31.4% | 128,437 | $41.4M |
| TB Alternative Assets Ltd. | 6.07% | New | 126,000 | $40.6M |
| Royal London Asset Management Ltd. | 0.08% | Add +7.4% | 121,812 | $39.2M |
| Korea Investment CORP | 0.08% | Reduce -13.3% | 118,926 | $38.3M |
| Danske Bank A/S | 0.10% | Add +7.7% | 118,906 | $38.3M |
| Exchange Traded Concepts, LLC | 0.36% | Add +93.1% | 118,624 | $38.2M |
| Schroder Investment Management Group | 0.03% | Add +21.0% | 118,478 | $38.2M |
| Mariner, LLC | 0.05% | Reduce -7.8% | 117,143 | $37.7M |
| BLKBRD Asset Management, LP | 10.37% | Reduce -27.5% | 115,483 | $37.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +7.7% | 114,983 | $37.0M |
| Osaic Holdings, Inc. | 0.05% | Add +2.1% | 111,312 | $36.4M |
| Foundations Investment Advisors, LLC | 0.52% | Add +0.4% | 110,190 | $35.5M |
| TD Asset Management Inc | 0.03% | Add +0.8% | 108,907 | $35.1M |
| Nomura Holdings Inc. | 0.18% | Add +24.6% | 108,353 | $34.9M |
| Shariaportfolio, Inc. | 13.13% | Add +18.1% | 106,492 | $34.3M |
| Public Employees Retirement System of Ohio | 0.11% | Add +3.5% | 105,464 | $34.0M |
| Pictet Asset Management Holding SA | 0.03% | Add +0.6% | 102,578 | $33.1M |
| Asset Management One Co., Ltd. | 0.09% | Add +0.5% | 101,005 | $32.5M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +0.3% | 100,554 | $32.4M |
| KLP Kapitalforvaltning As | 0.12% | Add +5.8% | 94,700 | $30.5M |
| DNB Asset Management AS | 0.11% | Add +99.5% | 92,101 | $29.7M |
| State of New Jersey Common Pension Fund D | 0.11% | Add +9.2% | 91,165 | $29.4M |
| Strong Tower Advisory Services | 5.49% | Reduce -32.9% | 89,981 | $29.0M |
| Handelsbanken Fonder AB | 0.09% | Add +0.4% | 89,023 | $28.7M |
| HighTower Advisors, LLC | 0.03% | Add +7.5% | 88,849 | $28.6M |
| Belvedere Trading LLC | 2.29% | Reduce -90.6% | 88,649 | $28.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.6% | 88,321 | $28.5M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +4.0% | 87,614 | $28.2M |
| EULAV Asset Management | 0.65% | Add +38.4% | 86,500 | $27.9M |
| Alliancebernstein L.P. | 0.01% | Add +0.6% | 82,800 | $26.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +16.1% | 80,414 | $25.9M |
| Swedbank AB | 0.03% | Reduce -0.4% | 79,144 | $25.5M |
| Resona Asset Management Co.,Ltd. | 0.12% | Add +0.4% | 78,249 | $25.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -62.0% | 77,686 | $25.0M |
| Creative Planning | 0.02% | Reduce -23.0% | 76,807 | $24.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.13% | Add +2.2% | 76,594 | $24.7M |
| NEOS Investment Management LLC | 0.18% | Add +85.5% | 76,287 | $24.6M |
| Arizona State Retirement System | 0.13% | Add +5.4% | 76,238 | $24.6M |
| STRS Ohio | 0.09% | Reduce -2.0% | 75,236 | $24.2M |
| Teacher Retirement System of Texas | 0.10% | Reduce -2.2% | 73,446 | $23.7M |
| Ameriprise Financial Inc. | 0.01% | Add +23.5% | 73,411 | $23.7M |
| Kapstone Financial Advisors LLC | 10.93% | Add +2.2% | 72,006 | $23.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +17.6% | 71,800 | $23.1M |
| Accuvest Global Advisors | 14.42% | Reduce -0.0% | 71,783 | $23.1M |
| Nissay Asset Management Corp. /Japan | 0.12% | Add +6.6% | 68,170 | $22.0M |
| Generali Asset Management SPA SGR | 0.46% | Reduce -0.8% | 67,272 | $21.7M |
| Citadel Advisors | 0.02% | Add +427.9% | 66,990 | $21.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -3.3% | 66,089 | $21.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +21.6% | 61,924 | $20.3M |
| Guggenheim Capital LLC | 0.15% | Add +4.1% | 62,642 | $20.2M |
| Brevan Howard Capital Management LP | 0.29% | Reduce -17.3% | 62,129 | $20.0M |
| Group One Trading LLC | 0.57% | Reduce -62.4% | 59,180 | $19.1M |
| MML Investors Services, LLC | 0.05% | Add +21.4% | 59,154 | $19.1M |
| Mercer Global Advisors Inc. | 0.03% | New | 58,784 | $18.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.17% | Add +4.0% | 57,620 | $18.6M |
| Private Advisor Group, LLC | 0.09% | Add +38.5% | 57,439 | $18.5M |
| Toronto Dominion Bank | 0.04% | Reduce -4.5% | 61,152 | $18.5M |
| Tudor Investment Corporation | 0.12% | Add +50.8% | 56,355 | $18.2M |
| Cubist Systematic Strategies, LLC | 0.26% | Add +547.4% | 56,336 | $18.2M |
| Forsta Ap-Fonden | 0.11% | Add +11.7% | 56,300 | $18.1M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -5.8% | 55,731 | $18.0M |
| CIBC Asset Management Inc | 0.05% | Add +3.9% | 55,579 | $17.9M |
| Optiver Holding B.V. | 0.29% | New | 54,834 | $17.7M |
| Credit Agricole S A | 0.06% | — | 53,882 | $17.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -32.9% | 53,780 | $17.3M |
| Wealthfront Advisers LLC | 0.04% | Reduce -3.7% | 53,558 | $17.3M |
| Aberdeen Group plc | 0.03% | Add +41.7% | 53,541 | $17.0M |
| Independent Advisor Alliance | 0.44% | Reduce -7.2% | 52,753 | $17.0M |
| NewEdge Advisors, LLC | 0.08% | Add +5.1% | 52,431 | $16.7M |
| GF Fund Management Co. LTD. | 0.30% | Reduce -0.0% | 50,570 | $16.3M |
| MADDEN SECURITIES Corp | 4.96% | Add +1.5% | 50,041 | $16.1M |
| Compass Ion Advisors, LLC | 1.55% | Reduce -0.5% | 50,005 | $16.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.06% | Reduce -3.1% | 49,417 | $15.9M |
| Leonteq Securities AG | 0.84% | Add +92.6% | 48,726 | $15.7M |
| IFM Investors Pty Ltd | 0.14% | Add +4.9% | 50,046 | $15.5M |
| Franklin Resources Inc. | 0.00% | Add +55.1% | 47,205 | $15.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.12% | Add +23.6% | 46,828 | $15.1M |
| Sei Investments Co. | 0.02% | Add +13.8% | 45,414 | $14.6M |
| Mn Services Vermogensbeheer B.V. | 0.09% | Reduce -51.4% | 45,000 | $14.5M |
| Daiwa Securities Group Inc. | 0.05% | Reduce -19.8% | 43,663 | $14.5M |
| Capital Wealth Alliance, LLC | 7.16% | Add +1.4% | 44,700 | $14.4M |
| Fiduciary Alliance LLC | 0.96% | Reduce -1.1% | 44,445 | $14.3M |
| Public Sector Pension Investment Board | 0.05% | New | 43,000 | $13.9M |
| Police & Firemen's Retirement System of New Jersey | 0.11% | Add +12.3% | 42,611 | $13.7M |
| Ensign Peak Advisors, Inc | 0.02% | Add +29.0% | 42,509 | $13.7M |
| Consolidated Portfolio Review Corp | 1.70% | Reduce -1.0% | 42,098 | $13.6M |
| Kingswood Wealth Advisors, LLC | 0.80% | Add +9.1% | 41,017 | $13.2M |
| USS Investment Management Ltd | 0.06% | No change | 40,953 | $13.2M |
| Cibc World Market Inc. | 0.03% | Add +20.3% | 40,926 | $13.2M |
| Acorn Financial Advisory Services Inc. | 2.02% | Reduce -3.4% | 40,873 | $13.2M |
| QRG Capital Management, Inc. | 0.16% | Add +229.6% | 40,688 | $13.1M |
| Vista Investment Partners Ii, LLC | 5.94% | Add +1.7% | 39,532 | $12.7M |
| Independent Financial Group, LLC | 0.30% | Reduce -15.1% | 39,399 | $12.7M |
| Moors & Cabot, Inc. | 0.55% | Add +0.1% | 39,265 | $12.7M |
| Capital Fund Management S.A. | 0.13% | Reduce -3.7% | 39,161 | $12.6M |
| Erste Asset Management GmbH | 0.12% | Add +39.6% | 37,699 | $12.3M |
| Varma Mutual Pension Insurance Co | 0.08% | Add +8.6% | 38,100 | $12.3M |
| Teamwork Financial Advisors, LLC | 1.32% | Add +449.4% | 37,733 | $12.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.07% | Reduce -3.5% | 37,585 | $12.1M |
| AXA Investment Managers S.A. | 0.03% | — | 37,147 | $12.0M |
| American Century Companies Inc. | 0.01% | Add +7.5% | 36,453 | $11.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.1% | 36,152 | $11.7M |
| Rafferty Asset Management, LLC | 0.04% | Add +9.8% | 35,512 | $11.4M |
| EverSource Wealth Advisors, LLC | 0.45% | Add +8.1% | 35,336 | $11.4M |
| Public Employees Retirement Association of Colorado | 0.04% | Add +3.2% | 33,753 | $10.9M |
| Pacer Advisors, Inc. | 0.03% | Add +41.7% | 33,136 | $10.7M |
| SBI Securities Co., Ltd. | 0.27% | Reduce -3.5% | 32,877 | $10.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +15.4% | 32,848 | $10.6M |
| Summit Financial, LLC | 0.16% | Add +801.6% | 32,296 | $10.4M |
| RFG Advisory, LLC | 0.21% | Add +4885.7% | 31,809 | $10.2M |
| Elequin Capital, LP | 0.85% | Add +134.9% | 30,794 | $9.9M |
| Xponance LLC | 0.08% | Add +8.9% | 30,753 | $9.9M |
| IHT Wealth Management, LLC | 0.25% | Add +6.3% | 30,569 | $9.8M |
| iA Global Asset Management Inc. | 0.13% | Add +8.7% | 30,559 | $9.8M |
| Man Group plc | 0.02% | Reduce -27.7% | 30,347 | $9.8M |
| Cresset Asset Management, LLC | 0.04% | Add +4.4% | 30,222 | $9.7M |
| United Capital Management of KS, Inc. | 1.31% | Add +2.3% | 29,934 | $9.6M |
| Quantinno Capital Management LP | 0.03% | Add +64.8% | 29,285 | $9.4M |
| Simplex Trading, LLC | 0.21% | New | 29,257 | $9.4M |
| Pacific Capital Wealth Advisors, Inc. | 1.62% | Add +0.0% | 29,095 | $9.4M |
| Utah Retirement Systems | 0.09% | Add +10.6% | 28,859 | $9.3M |
| OP Asset Management Ltd | 0.12% | Add +5.0% | 27,659 | $8.9M |
| Swiss Life Asset Management Ltd | 0.05% | Add +17.0% | 27,547 | $8.9M |
| Shelton Capital Management | 0.19% | Reduce -5.7% | 27,235 | $8.8M |
| Tobam | 3.17% | Add +103.5% | 27,189 | $8.8M |
| Nisa Investment Advisors, LLC | 0.03% | Add +29.9% | 26,759 | $8.6M |
| Macquarie Group Ltd. | 0.01% | Add +16.9% | 26,360 | $8.5M |
| Spahn Wealth & Retirement LLC | 5.02% | Reduce -3.8% | 19,223 | $8.5M |
| Walleye Capital LLC | 0.08% | Add +362.9% | 26,158 | $8.4M |
| Balyasny Asset Management L.P. | 0.02% | Add +34.6% | 25,444 | $8.2M |
| Rakuten Securities, Inc. | 3.01% | Reduce -8.8% | 25,296 | $8.2M |
| EagleClaw Capital Managment, LLC | 1.13% | Reduce -0.4% | 25,000 | $8.1M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 0.46% | Add +25.0% | 25,000 | $8.1M |
| Nordea Investment Management AB | 0.01% | Add +16.2% | 24,956 | $8.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.05% | Add +7.4% | 24,700 | $8.0M |
| Golden State Wealth Management, LLC | 0.87% | Add +19.7% | 24,422 | $7.9M |
| Lido Advisors, LLC | 0.03% | Add +346.3% | 22,888 | $7.4M |
| Capital International Sarl | 0.13% | Add +2.9% | 22,846 | $7.4M |
| ASR Vermogensbeheer N.V. | 0.09% | Reduce -0.4% | 22,825 | $7.4M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Reduce -0.4% | 22,799 | $7.3M |
| Sloy Dahl & Holst, LLC | 0.78% | No change | 22,789 | $7.3M |
| Collar Capital Management, LLC | 5.16% | Reduce -1.8% | 22,756 | $7.3M |
| Mackenzie Financial Corp. | 0.01% | Add +11.6% | 22,655 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.4% | 22,604 | $7.3M |
| Finer Wealth Management, Inc. | 3.57% | No change | 22,248 | $7.2M |
| Pathstone Holdings, LLC | 0.03% | Add +18.1% | 25,584 | $7.1M |
| Heritage Investors Management Corp. | 0.21% | Reduce -0.5% | 21,909 | $7.1M |
| Prudential PLC | 0.05% | Add +43.8% | 21,703 | $7.0M |
| Truist Financial Corp. | 0.01% | Add +19.3% | 21,668 | $7.0M |
| Catalyst Funds Management Pty Ltd | 1.06% | New | 21,600 | $7.0M |
| Prudential Financial Inc. | 0.01% | Reduce -4.6% | 21,168 | $6.8M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +21.2% | 21,023 | $6.8M |
| Oppenheimer & Co. Inc. | 0.08% | Add +12.4% | 20,936 | $6.7M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +21.5% | 20,810 | $6.7M |
| Advisory Services Network, LLC | 0.10% | Reduce -21.3% | 20,663 | $6.7M |
| Bleakley Financial Group, LLC | 0.15% | Reduce -7.4% | 20,164 | $6.5M |
| Titleist Asset Management, LLC | 0.57% | Reduce -2.3% | 20,132 | $6.5M |
| Blair William & Co. | 0.02% | Add +4.6% | 19,975 | $6.4M |
| Cwm, LLC | 0.02% | Add +19.3% | 19,858 | $6.4M |
| Nations Financial Group Inc, /Ia/ | 0.40% | Add +1.1% | 19,765 | $6.4M |
| Caprock Group, LLC | 0.16% | — | 18,927 | $6.3M |
| Louisiana State Employees Retirement System | 0.10% | Add +3.2% | 19,200 | $6.2M |
| Profund Advisors LLC | 0.20% | Add +1.1% | 19,081 | $6.1M |
| CIBC Bancorp USA Inc. | 0.04% | — | 19,023 | $6.1M |
| Janus Henderson Group PLC | 0.00% | Add +17.4% | 18,922 | $6.1M |
| Blue Sky Capital Consultants Group, Inc. | 2.63% | Add +7.8% | 18,597 | $6.0M |
| Secure Asset Management, LLC | 0.99% | Add +9.0% | 17,674 | $6.0M |
| Vienna Asset Management LLC | 3.55% | Add +570.5% | 18,485 | $6.0M |
| X-Square Capital, LLC | 1.84% | Reduce -27.6% | 18,279 | $5.9M |
| BIT Capital GmbH | 0.27% | Add +90.2% | 18,125 | $5.8M |
| HHM Wealth Advisors, LLC | 0.67% | Reduce -0.3% | 17,982 | $5.8M |
| Massar Capital Management, LP | 2.07% | New | 17,977 | $5.8M |
| Park Avenue Securities LLC | 0.04% | Add +55.5% | 17,871 | $5.8M |
| Truvestments Capital LLC | 1.03% | Add +76.2% | 17,709 | $5.7M |
| Brookstone Capital Management | 0.07% | Add +12.8% | 17,039 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -4.8% | 16,862 | $5.4M |
| Capstone Financial Advisors, Inc. | 0.29% | Add +30.7% | 16,698 | $5.4M |
| Vontobel Holding Ltd. | 0.02% | Add +106.4% | 16,606 | $5.4M |
| Kentucky Retirement Systems | 0.15% | Add +11.9% | 16,576 | $5.3M |
| WINTON GROUP Ltd | 0.20% | New | 16,554 | $5.3M |
| Harvest Fund Management Co., Ltd | 0.22% | Add +12.4% | 16,197 | $5.2M |
| Beaird Harris Wealth Management, LLC | 0.37% | Add +2.0% | 16,092 | $5.2M |
| Gateway Investment Advisers LLC | 0.05% | New | 16,060 | $5.2M |
| Candriam S.C.A. | 0.03% | Reduce -12.1% | 15,922 | $5.1M |
| Realta Investment Advisors | 1.69% | Reduce -11.8% | 15,645 | $5.0M |
| Rathbones Group PLC | 0.02% | Add +0.5% | 15,523 | $5.0M |
| US Bancorp \de | 0.01% | Reduce -0.5% | 15,315 | $4.9M |
| Miller Value Partners | 1.81% | No change | 15,250 | $4.9M |
| PKO Investment Management Joint-Stock Co | 0.41% | Add +50.0% | 15,000 | $4.8M |
| KPP Advisory Services LLC | 0.71% | Add +0.0% | 14,915 | $4.8M |
| Global Retirement Partners, LLC | 0.11% | Add +9.0% | 14,854 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -37.1% | 14,769 | $4.8M |
| Patriot Investment Management Group, Inc. | 0.30% | Add +19.5% | 14,465 | $4.7M |
| Western Wealth Management, LLC | 0.25% | Add +25.9% | 14,426 | $4.6M |
| CAP Partners, LLC | 2.61% | Add +27.6% | 14,254 | $4.6M |
| Bank of Nova Scotia | 0.01% | Add +51.6% | 13,987 | $4.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -27.2% | 13,986 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +24.4% | 13,912 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.8% | 13,850 | $4.5M |
| Amalgamated Bank | 0.03% | Add +4.1% | 13,684 | $4.4M |
| StoneX Group Inc. | 0.19% | Add +27.7% | 13,622 | $4.4M |
| Capital International Ltd. | 0.16% | No change | 13,621 | $4.4M |
| Capstone Investment Advisors, LLC | 0.05% | Add +437.0% | 13,360 | $4.3M |
| Stevens Capital Management LP | 0.57% | Reduce -85.1% | 13,273 | $4.3M |
| Gulf International Bank (UK) Ltd | 0.14% | Add +3.7% | 13,249 | $4.3M |
| Maryland State Retirement & Pension System | 0.09% | Add +8.5% | 13,168 | $4.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +2.1% | 13,089 | $4.2M |
| Engineers Gate Manager LP | 0.05% | Add +161.2% | 13,060 | $4.2M |
| SKY-Mountain Capital Management, Inc. | 2.92% | Reduce -59.1% | 14,907 | $4.2M |
| Correct Capital Wealth Management | 0.76% | Reduce -81.3% | 12,842 | $4.1M |
| Chicago Partners Investment Group LLC | 0.11% | Add +23.6% | 14,524 | $4.1M |
| Focus Partners Wealth | 0.01% | Add +148.6% | 12,756 | $4.1M |
| Trivium Point Advisory, LLC | 0.42% | Reduce -6.9% | 12,709 | $4.1M |
| Ethic Inc. | 0.07% | Add +335.9% | 12,641 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +26.8% | 12,561 | $4.0M |
| AQR Capital Management | 0.00% | Reduce -44.5% | 12,520 | $4.0M |
| Perigon Wealth Management, LLC | 0.08% | Add +10.0% | 12,349 | $4.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +13.1% | 12,272 | $4.0M |
| Daiichi Life Insurance Co., Ltd. | 0.10% | No change | 12,263 | $4.0M |
| Investment Management Corp of Ontario | 0.06% | Add +100.3% | 12,215 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +9.4% | 12,158 | $3.9M |
| Capital International, Inc. | 0.03% | Add +4.0% | 12,117 | $3.9M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2.56% | Add +31.6% | 15,265 | $3.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -15.8% | 11,940 | $3.8M |
| Merit Financial Group, LLC | 0.04% | Add +9.1% | 11,838 | $3.8M |
| Corient Private Wealth LP | 0.01% | Reduce -92.0% | 11,804 | $3.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.9% | 11,738 | $3.8M |
| AG2R La Mondiale Gestion D'actifs | 0.19% | No change | 9,324 | $3.8M |
| Cavalier Investments, LLC | 1.51% | New | 11,627 | $3.7M |
| M&T Bank Corp | 0.01% | Reduce -18.2% | 11,565 | $3.7M |
| Point72 (DIFC) Ltd | 0.26% | New | 11,452 | $3.7M |
| Allianz Asset Management GmbH | 0.00% | Add +6.5% | 11,433 | $3.7M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.56% | New | 11,270 | $3.6M |
| Spire Wealth Management | 0.12% | Reduce -6.5% | 11,038 | $3.6M |
| Argent Advisors, Inc. | 1.05% | Reduce -26.7% | 11,000 | $3.5M |
| Wedbush Securities Inc. | 0.12% | Add +7.3% | 10,932 | $3.5M |
| Wellington Management Group LLP | 0.00% | Add +32.0% | 10,621 | $3.4M |
| Virtu Financial LLC | 0.19% | New | 10,342 | $3.3M |
| Scotia Capital Inc. | 0.01% | Add +849.2% | 10,327 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -0.8% | 10,179 | $3.3M |
| Bridgewater Associates | 0.01% | Add +39.5% | 9,994 | $3.2M |
| Tred Avon Family Wealth, LLC | 1.08% | — | 9,768 | $3.1M |
| Visionary Wealth Advisors | 0.15% | Add +2.5% | 9,756 | $3.1M |
| Avior Wealth Management, LLC | 0.10% | Reduce -7.5% | 9,716 | $3.1M |
| Voya Investment Management LLC | 0.00% | Reduce -82.9% | 9,663 | $3.1M |
| Sovran Advisors, LLC | 0.27% | Add +20.4% | 12,195 | $3.1M |
| Allstate Corp. | 0.07% | New | 9,590 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.15% | Add +11.9% | 9,576 | $3.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +0.6% | 9,533 | $3.1M |
| Dymon Asia Capital (singapore) Pte. LTD. | 1.22% | Add +195.9% | 9,443 | $3.0M |
| Cerity Partners LLC | 0.00% | Reduce -1.5% | 9,444 | $3.0M |
| JPL Wealth Management, LLC | 0.72% | New | 9,395 | $3.0M |
| NFSG Corp | 0.45% | Add +1096.4% | 9,248 | $3.0M |
| Axxcess Wealth Management, LLC | 0.06% | Add +12.9% | 9,216 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +336.0% | 9,204 | $3.0M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +5.2% | 9,175 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Reduce -73.1% | 9,170 | $3.0M |
| Intech Investment Management LLC | 0.03% | Reduce -10.2% | 9,054 | $2.9M |
| Tokio Marine Asset Management Co. Ltd. | 0.10% | Add +7.2% | 9,005 | $2.9M |
| Quantbot Technologies LP | 0.08% | Reduce -59.9% | 8,931 | $2.9M |
| RiverFront Investment Group, LLC | 0.05% | No change | 8,810 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.09% | Add +5.9% | 8,802 | $2.8M |
| ZEGA Investments, LLC | 0.65% | Add +54.2% | 8,769 | $2.8M |
| Assenagon Asset Management S.A. | 0.00% | Add +20.1% | 8,484 | $2.7M |
| Marathon Trading Investment Management LLC | 1.16% | Reduce -37.3% | 8,380 | $2.7M |
| Comerica Bank | 0.01% | Add +87.2% | 8,279 | $2.7M |
| Empowered Funds, LLC | 0.03% | Add +39.8% | 8,273 | $2.7M |
| Maridea Wealth Management LLC | 0.41% | Add +32.1% | 8,959 | $2.7M |
| GTS Securities LLC | 0.10% | Add +422.6% | 8,205 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -34.5% | 8,154 | $2.6M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -5.9% | 7,997 | $2.6M |
| Wallace Hart LLC | 1.88% | Reduce -27.1% | 7,940 | $2.6M |
| Farther Finance Advisors, LLC | 0.04% | Add +6.3% | 7,804 | $2.5M |
| Sepio Capital, LP | 0.15% | Add +5.7% | 7,697 | $2.5M |
| Strategic Advocates LLC | 0.65% | Reduce -3.8% | 7,690 | $2.5M |
| Vivid Wealth Management, LLC | 0.98% | Add +4.3% | 7,647 | $2.5M |
| Norinchukin Bank, The | 0.03% | Reduce -0.3% | 7,545 | $2.4M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.04% | Reduce -20.0% | 7,544 | $2.4M |
| Verus Capital Partners, LLC | 0.19% | Reduce -4.7% | 7,500 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +11.1% | 7,483 | $2.4M |
| Legacy Wealth Managment, LLC | 1.09% | Add +9.8% | 7,482 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -9.4% | 7,429 | $2.4M |
| Invictus Private Wealth, LLC | 0.15% | Add +42.9% | 7,415 | $2.4M |
| Kingsview Wealth Management, LLC | 0.04% | Add +3.7% | 7,313 | $2.4M |
| Lazard Asset Management LLC | 0.00% | Add +10.9% | 7,284 | $2.3M |
| World Investment Advisors | 0.05% | Add +7.5% | 7,177 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -20.6% | 7,174 | $2.3M |
| Wahed Invest LLC | 0.32% | Add +5.5% | 7,165 | $2.3M |
| Traphagen Investment Advisors LLC | 0.20% | Reduce -0.7% | 7,163 | $2.3M |
| AIA Group Ltd | 0.04% | Add +21.1% | 7,091 | $2.3M |
| Partners Wealth Management, LLC | 2.25% | Reduce -1.4% | 7,079 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +2.9% | 7,032 | $2.3M |
| Navellier & Associates Inc. | 0.23% | Add +14.4% | 7,011 | $2.3M |
| Signal Advisors Wealth, LLC | 0.20% | Add +11.6% | 7,008 | $2.3M |
| FIL Ltd | 0.00% | Add +664.8% | 6,975 | $2.2M |
| China Universal Asset Management Co., Ltd. | 0.19% | Add +20.9% | 6,967 | $2.2M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.15% | Add +10.6% | 6,948 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -92.9% | 6,937 | $2.2M |
| Faithward Advisors, LLC | 0.33% | No change | 6,873 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.1% | 6,867 | $2.2M |
| Banque Transatlantique SA | 0.05% | Reduce -21.4% | 6,515 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.5% | 6,768 | $2.2M |
| OMERS ADMINISTRATION Corp | 0.02% | No change | 6,753 | $2.2M |
| Centaurus Financial, Inc. | 0.10% | Add +15.0% | 6,719 | $2.2M |
| 111 Capital | 0.40% | Reduce -4.4% | 6,621 | $2.1M |
| Twin Tree Management, LP | 0.10% | Reduce -86.5% | 6,600 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +8.9% | 6,590 | $2.1M |
| BNC Wealth Management, LLC | 0.53% | Add +10.3% | 6,540 | $2.1M |
| Citizens Financial Group Inc. | 0.03% | Add +652.8% | 6,504 | $2.1M |
| Banque Cantonale Vaudoise | 0.08% | Reduce -18.5% | 6,499 | $2.1M |
| Waldron Private Wealth LLC | 0.08% | Add +3.9% | 6,478 | $2.1M |
| Lifeworks Advisors, LLC | 0.28% | Reduce -1.5% | 6,435 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -32.2% | 6,381 | $2.1M |
| Core Wealth Partners LLC | 0.94% | Add +4.3% | 6,370 | $2.1M |
| Vennlight Capital Management, LP | 2.65% | New | 6,317 | $2.0M |
| Pinnacle Wealth Management, LLC | 1.36% | Reduce -6.3% | 6,242 | $2.0M |
| QTR Family Wealth, LLC | 0.93% | Add +5.1% | 6,113 | $2.0M |
| APG Asset Management US Inc. | 0.01% | No change | 5,761 | $1.9M |
| CTC Alternative Strategies, Ltd. | 3.11% | Reduce -49.0% | 5,992 | $1.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -84.7% | 5,970 | $1.9M |
| Hilltop Holdings Inc. | 0.10% | Add +47.9% | 5,879 | $1.9M |
| KG Capital Management | 0.52% | Add +549.4% | 5,825 | $1.9M |
| Farringdon Capital, Ltd. | 0.48% | New | 5,819 | $1.9M |
| Fiduciary Trust Co | 0.02% | Reduce -0.3% | 5,792 | $1.9M |
| Praxis Investment Management Inc. | 0.11% | Reduce -2.2% | 5,763 | $1.9M |
| Strive Asset Management, LLC | 1.00% | Reduce -75.3% | 5,723 | $1.8M |
| Choreo, LLC | 0.02% | Add +122.7% | 5,700 | $1.8M |
| Arkadios Wealth Advisors | 0.04% | Add +3.4% | 5,665 | $1.8M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.56% | Add +0.1% | 5,614 | $1.8M |
| &partners | 0.01% | Add +19.9% | 5,542 | $1.8M |
| Covenant Asset Management, LLC | 0.33% | No change | 5,500 | $1.8M |
| Kintra Wealth, LLC | 0.99% | No change | 5,443 | $1.8M |
| MAI Capital Management | 0.01% | Add +3.3% | 5,426 | $1.7M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -13.8% | 5,400 | $1.7M |
| Keebeck Wealth Management | 0.20% | Add +7.4% | 5,352 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Add +42.5% | 5,345 | $1.7M |
| Northeast Financial Group, Inc. | 0.43% | Add +51.4% | 5,300 | $1.7M |
| Western Financial Corp | 0.74% | Reduce -25.9% | 5,271 | $1.7M |
| Perennial Investment Advisors, LLC | 0.14% | Reduce -15.2% | 5,240 | $1.7M |
| Salem Investment Counselors Inc. | 0.05% | Reduce -0.3% | 5,236 | $1.7M |
| Hartline Investment Corp./ | 0.18% | Reduce -36.1% | 5,212 | $1.7M |
| Maripau Wealth Management LLC | 0.84% | Add +1.5% | 5,209 | $1.7M |
| Verition Fund Management LLC | 0.01% | Add +29.1% | 5,191 | $1.7M |
| HighPoint Advisor Group LLC | 0.08% | Add +2.8% | 5,181 | $1.7M |
| Beacon Capital Management, LLC | 0.24% | Reduce -0.2% | 5,167 | $1.7M |
| Sterling Investment Advisors, Ltd. | 0.32% | No change | 5,157 | $1.7M |
| Chokshi & Queen Wealth Advisors, Inc | 0.88% | Add +30.4% | 5,150 | $1.7M |
| Oxler Private Wealth LLC | 0.48% | Add +34.7% | 5,117 | $1.6M |
| Vestcor Inc | 0.05% | No change | 5,097 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -35.9% | 5,096 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +6.3% | 5,095 | $1.6M |
| LCM Capital Management Inc | 0.79% | Add +9.7% | 5,091 | $1.6M |
| Siemens Fonds Invest GmbH | 0.09% | Add +3.3% | 5,057 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +2.2% | 5,022 | $1.6M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 4,995 | $1.6M |
| Csenge Advisory Group | 0.08% | Reduce -25.5% | 4,987 | $1.6M |
| Gilman Hill Asset Management, LLC | 0.25% | Add +3.6% | 4,978 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.7% | 4,943 | $1.6M |
| Harfst & Associates, Inc. | 0.29% | Add +2.1% | 4,903 | $1.6M |
| MTM Investment Management, LLC | 0.50% | Reduce -51.1% | 4,847 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.6% | 4,805 | $1.5M |
| VestGen Advisors, LLC | 0.05% | Reduce -29.3% | 4,799 | $1.5M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2.29% | New | 4,766 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +21.5% | 4,764 | $1.5M |
| Simplicity Wealth,LLC | 0.09% | Reduce -44.9% | 4,754 | $1.5M |
| Evexia Wealth LLC | 0.45% | Add +10.5% | 4,784 | $1.5M |
| Metis Global Partners, LLC | 0.04% | Reduce -0.5% | 4,675 | $1.5M |
| Disciplined Investors, L.L.C. | 1.07% | Add +3.3% | 4,670 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -12.6% | 4,566 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -80.1% | 4,492 | $1.4M |
| Keybank National Association | 0.01% | Add +2.3% | 4,460 | $1.4M |
| Family Capital Management, Inc. | 0.68% | Reduce -4.7% | 4,440 | $1.4M |
| Blueshift Asset Management, LLC | 0.44% | New | 4,427 | $1.4M |
| Ameritas Advisory Services, LLC | 0.09% | Add +688.5% | 4,408 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +17.1% | 4,399 | $1.4M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +22.0% | 4,367 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -23.1% | 4,360 | $1.4M |
| Abound Financial, LLC | 0.56% | Reduce -13.4% | 4,356 | $1.4M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -47.5% | 4,352 | $1.4M |
| Aviso Wealth Management | 0.61% | No change | 4,330 | $1.4M |
| Sage Mountain Advisors LLC | 0.08% | Add +34.4% | 4,310 | $1.4M |
| Chesapeake Capital Corp. | 1.25% | — | 4,307 | $1.4M |
| UniSuper Management Pty Ltd | 0.01% | No change | 4,300 | $1.4M |
| Polianta Ltd | 0.57% | Add +26.5% | 4,300 | $1.4M |
| APG Asset Management N.V. | 0.00% | Add +11.4% | 5,050 | $1.4M |
| NorthRock Partners, LLC | 0.03% | New | 4,295 | $1.4M |
| Larson Financial Group LLC | 0.05% | Add +18.2% | 4,273 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Reduce -3.5% | 4,256 | $1.4M |
| Traynor Capital Management, Inc. | 0.08% | Reduce -3.8% | 4,253 | $1.4M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -17.8% | 4,227 | $1.4M |
| Sterling Financial Group, Inc. | 0.43% | Add +17.2% | 4,227 | $1.4M |
| Stonegate Investment Group, LLC | 0.03% | Add +0.4% | 4,201 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +1.0% | 4,194 | $1.4M |
| Wedmont Private Capital | 0.05% | Add +16.3% | 4,113 | $1.4M |
| Independent Family Office, LLC | 0.56% | No change | 4,100 | $1.3M |
| Bonfire Financial | 1.01% | Add +2.3% | 4,067 | $1.3M |
| ICICI Prudential Asset Management Co Ltd | 0.14% | Add +27.4% | 4,053 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -41.7% | 4,045 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Add +168.3% | 4,025 | $1.3M |
| Commerce Bank | 0.01% | Add +2.5% | 3,996 | $1.3M |
| Integrity Alliance, Llc. | 0.06% | Reduce -2.4% | 3,988 | $1.3M |
| First Foundation Advisors | 0.05% | Add +0.9% | 3,974 | $1.3M |
| Insigneo Advisory Services, LLC | 0.09% | Reduce -15.7% | 3,925 | $1.3M |
| Brand Asset Management Group, Inc. | 0.36% | New | 3,924 | $1.3M |
| Azzad Asset Management Inc. | 0.12% | Add +3.9% | 3,898 | $1.3M |
| United Asset Strategies, Inc. | 0.10% | Add +145.9% | 3,885 | $1.3M |
| Magnus Financial Group LLC | 0.10% | Add +6.0% | 3,880 | $1.3M |
| Callan Family Office, LLC | 0.04% | Add +1.0% | 3,854 | $1.2M |
| Ieq Capital, LLC | 0.00% | Add +660.9% | 3,797 | $1.2M |
| Signaturefd, LLC | 0.02% | Reduce -10.0% | 3,779 | $1.2M |
| Ballentine Partners, LLC | 0.02% | Reduce -4.5% | 3,774 | $1.2M |
| Fort Point Capital Partners LLC | 0.15% | Reduce -14.8% | 3,766 | $1.2M |
| Client 1ST Advisory Group, LLC | 0.40% | Add +90.3% | 3,745 | $1.2M |
| Fieldview Capital Management, LLC | 0.20% | New | 3,704 | $1.2M |
| Allianz SE | 0.03% | Add +210.9% | 3,700 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -14.7% | 3,676 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +19.2% | 3,649 | $1.2M |
| Soltis Investment Advisors LLC | 0.08% | Add +321.0% | 3,629 | $1.2M |
| Howard Capital Management, LLC | 0.02% | New | 3,584 | $1.2M |
| Meeder Advisory Services, Inc. | 0.05% | Add +1.8% | 3,545 | $1.1M |
| Pennsylvania Capital Management Inc. | 0.32% | Add +0.1% | 3,441 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Add +10.3% | 3,430 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -2.1% | 3,426 | $1.1M |
| AXS Investments LLC | 0.35% | Add +4.2% | 3,413 | $1.1M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -77.5% | 3,317 | $1.1M |
| Lauer Wealth, LLC | 0.78% | Add +109.1% | 3,575 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Add +83.9% | 3,286 | $1.1M |
| Raiffeisen Bank International AG | 0.01% | Add +169.8% | 3,238 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Add +11.2% | 3,261 | $1.1M |
| Convergence Financial, LLC | 0.16% | Add +3.2% | 3,260 | $1.1M |
| Bellecapital International Ltd. | 0.17% | Add +11.4% | 3,240 | $1.0M |
| Vise Technologies, Inc. | 0.04% | Reduce -3.6% | 3,212 | $1.0M |
| Masso Torrence Wealth Management Inc. | 0.43% | Reduce -3.0% | 3,210 | $1.0M |
| Glenmede Investment Management, LP | 0.01% | Reduce -1.6% | 3,210 | $1.0M |
| Tradition Wealth Management, LLC | 0.08% | Add +2.1% | 3,186 | $1.0M |
| PFG Investments, LLC | 0.05% | Add +21.2% | 3,180 | $1.0M |
| Means Investment Co., Inc. | 0.09% | Reduce -0.7% | 3,168 | $1.0M |
| STF Management LP | 0.37% | Add +1.0% | 3,132 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -22.5% | 3,123 | $1.0M |
| Farrell Financial LLC | 0.63% | No change | 3,100 | $999K |
| III Capital Management | 0.26% | Add +425.4% | 3,100 | $999K |
| Synergy Asset Management, LLC | 0.04% | Add +282.5% | 2,704 | $987K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 3,055 | $984K |
| Savvy Advisors, Inc. | 0.04% | Add +10.2% | 3,010 | $970K |
| Alphadyne Asset Management LP | 0.65% | New | 2,999 | $966K |
| TrinityBridge Ltd | 0.02% | Reduce -3.1% | 2,996 | $965K |
| Nwam LLC | 0.05% | Reduce -6.6% | 3,029 | $956K |
| Nicholas Wealth, LLC. | 0.70% | Add +14.4% | 2,968 | $956K |
| Matauro, LLC | 0.15% | Reduce -3.2% | 2,950 | $951K |
| Capital Group Investment Management Pte. LTD. | 0.16% | No change | 2,943 | $948K |
| Monograph Wealth Advisors, LLC | 0.10% | Reduce -63.1% | 2,936 | $946K |
| AE Wealth Management LLC | 0.01% | Reduce -76.2% | 2,904 | $936K |
| Fifth Third Bancorp | 0.00% | Reduce -55.5% | 2,901 | $935K |
| Belpointe Asset Management LLC | 0.04% | Add +12.4% | 2,894 | $932K |
| Garden State Investment Advisory Services LLC | 0.23% | No change | 2,865 | $923K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +76.8% | 2,861 | $922K |
| HUB Investment Partners, LLC | 0.03% | Reduce -14.5% | 2,861 | $922K |
| Shell Asset Management Co. | 0.09% | Add +10.4% | 2,848 | $918K |
| Baader Bank Aktiengesellschaft | 0.08% | New | 4,604 | $917K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +29.6% | 2,844 | $916K |
| Am Investment Strategies LLC | 0.20% | Add +98.2% | 2,842 | $916K |
| IFP Advisors, Inc | 0.02% | Reduce -42.1% | 2,838 | $914K |
| DecisionMap Wealth Management, LLC | 0.58% | Reduce -0.5% | 2,826 | $911K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +0.9% | 2,822 | $909K |
| Syntegra Private Wealth Group, LLC | 0.09% | Add +7.8% | 2,821 | $909K |
| Woodward Diversified Capital, LLC | 0.42% | Add +48.8% | 2,817 | $908K |
| Allworth Financial LP | 0.00% | Add +3.8% | 2,807 | $905K |
| Caisse Des Depots Et Consignations | 0.04% | New | 2,779 | $895K |
| Van Hulzen Asset Management, LLC | 0.07% | Add +5.7% | 2,778 | $895K |
| Unique Wealth Strategies, LLC | 0.35% | Add +3.8% | 2,770 | $893K |
| MBL Wealth, LLC | 0.08% | Add +231.7% | 2,743 | $884K |
| Gsa Capital Partners LLP | 0.07% | Reduce -59.4% | 2,734 | $881K |
| Allegheny Financial Group | 0.16% | Add +32.5% | 2,693 | $868K |
| Curran Financial Partners, LLC | 0.17% | Add +0.2% | 2,685 | $865K |
| Trifecta Capital Advisors, LLC | 0.13% | New | 2,660 | $857K |
| Prospect Financial Services LLC | 0.49% | Add +76.0% | 2,658 | $856K |
| Canal Capital Management, LLC | 0.13% | Add +9.3% | 2,651 | $854K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -1.8% | 2,618 | $844K |
| Rahlfs Capital, LLC | 0.67% | No change | 2,610 | $841K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +0.8% | 2,539 | $840K |
| Cigna Investments Inc. | 0.12% | Add +5.0% | 2,589 | $834K |
| Investment Partners Asset Management, Inc. | 0.54% | No change | 2,559 | $825K |
| Rothschild Investment LLC | 0.05% | Add +1.6% | 2,554 | $823K |
| Nvwm, LLC | 0.18% | Reduce -0.7% | 2,536 | $817K |
| National Wealth Management Group, LLC | 0.31% | New | 2,528 | $815K |
| Venture Visionary Partners LLC | 0.03% | Reduce -28.6% | 2,521 | $812K |
| Everhart Financial Group, Inc. | 0.08% | Reduce -1.6% | 2,520 | $812K |
| Johnson Investment Counsel Inc. | 0.01% | Add +87.8% | 2,520 | $812K |
| Dimensional Fund Advisors LP | 0.00% | Add +21.6% | 2,513 | $809K |
| Plancorp, LLC | 0.03% | Reduce -0.0% | 2,478 | $798K |
| Kiker Wealth Management, LLC | 0.40% | Add +1.1% | 2,469 | $796K |
| Institute for Wealth Management, LLC. | 0.08% | Add +68.3% | 2,427 | $782K |
| Modern Wealth Management, LLC | 0.02% | Add +281.6% | 2,404 | $775K |
| Pursue Wealth Partners LLC | 0.42% | Add +72.5% | 2,400 | $773K |
| LaSalle St. Investment Advisors, LLC | 0.14% | New | 2,341 | $754K |
| BridgePort Financial Solutions, LLC | 0.20% | No change | 2,330 | $751K |
| Bokf, NA | 0.01% | Reduce -0.2% | 2,323 | $748K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Add +8.8% | 2,297 | $740K |
| CoreCap Advisors, LLC | 0.03% | Add +62.3% | 2,290 | $738K |
| Ethos Financial Group, LLC | 0.06% | Reduce -10.1% | 2,280 | $735K |
| Wealthedge Investment Advisors, LLC | 0.28% | New | 2,269 | $731K |
| ING Groep NV | 0.00% | New | 2,229 | $718K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.5% | 2,213 | $713K |
| Coldstream Capital Management Inc. | 0.01% | Add +26.6% | 2,199 | $708K |
| Capital Advisors Inc. | 0.01% | Reduce -7.3% | 2,176 | $701K |
| Wick Capital Partners, LLC | 0.17% | Reduce -73.4% | 2,171 | $700K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.3% | 2,169 | $699K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +1.5% | 2,128 | $699K |
| Greenleaf Trust | 0.01% | Reduce -55.0% | 2,157 | $695K |
| Advisor OS, LLC | 0.06% | Add +1.1% | 2,155 | $694K |
| Sig Brokerage, LP | 0.17% | New | 2,101 | $677K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | Add +23.9% | 2,097 | $676K |
| Principal Securities, Inc. | 0.01% | Add +26.4% | 2,095 | $675K |
| Empower Advisory Group, LLC | 0.00% | Reduce -3.9% | 2,094 | $675K |
| Patient Capital Management, LLC | 0.03% | New | 2,092 | $674K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +260.8% | 2,082 | $671K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +3.6% | 2,073 | $668K |
| Mgo One Seven LLC | 0.02% | Add +64.4% | 2,070 | $667K |
| Picton Mahoney Asset Management | 0.01% | New | 2,069 | $666K |
| Krilogy Financial LLC | 0.03% | New | 2,609 | $665K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +7.1% | 2,058 | $663K |
| Oak Thistle LLC | 0.10% | Reduce -24.1% | 2,040 | $657K |
| Ionic Capital Management LLC | 0.81% | Add +114.8% | 2,002 | $645K |
| American Asset Management Inc. | 0.58% | No change | 2,000 | $644K |
| LongView Wealth Management | 0.17% | No change | 2,000 | $644K |
| Frisch Financial Group, Inc. | 0.15% | No change | 2,000 | $644K |
| Hoey Investments, Inc. | 0.09% | Add +21.2% | 2,000 | $644K |
| Nicholas Investment Partners, LP | 0.06% | No change | 1,997 | $643K |
| Clearstead Advisors, LLC | 0.01% | Reduce -4.6% | 1,980 | $638K |
| Royal Fund Management, LLC | 0.08% | Reduce -45.2% | 1,969 | $634K |
| Evergreen Capital Management LLC | 0.01% | Reduce -14.2% | 1,963 | $632K |
| San Luis Wealth Advisors LLC | 0.11% | Reduce -26.8% | 1,960 | $632K |
| Wolverine Trading, LLC | 0.01% | Reduce -97.7% | 1,934 | $631K |
| Copperleaf Capital, LLC | 0.30% | New | 1,942 | $626K |
| Compound Planning, Inc. | 0.02% | Reduce -14.8% | 1,918 | $618K |
| Aaron Wealth Advisors LLC | 0.04% | Add +71.2% | 1,910 | $615K |
| Riverview Capital Advisers, LLC | 0.18% | No change | 1,908 | $615K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -6.6% | 1,902 | $613K |
| Piar LLC | 0.44% | New | 1,900 | $612K |
| Discipline Wealth Solutions, LLC | 0.16% | Add +52.5% | 1,896 | $611K |
| Souders Financial Advisors | 0.07% | Reduce -4.6% | 1,895 | $611K |
| LBMC Investment Advisors, LLC | 0.04% | New | 1,891 | $609K |
| Lodestar Private Asset Management LLC | 0.06% | Add +1.0% | 1,888 | $608K |
| Andina Capital Management, LLC | 0.34% | Add +170.6% | 1,875 | $604K |
| Mountain Capital Investment Advisors Inc. | 0.11% | Add +43.7% | 1,785 | $604K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -97.4% | 1,865 | $601K |
| First Heartland Consultants, Inc. | 0.05% | Add +45.1% | 1,855 | $598K |
| Los Angeles Capital Management LLC | 0.00% | Add +46.3% | 1,849 | $596K |
| Clear Creek Financial Management, LLC | 0.05% | Add +24.0% | 1,829 | $589K |
| Norden Group LLC | 0.06% | Add +45.8% | 1,825 | $588K |
| Claro Advisors Inc. | 0.09% | Reduce -11.6% | 1,808 | $583K |
| Evanson Asset Management, LLC | 0.03% | No change | 1,803 | $581K |
| Stonehearth Capital Management, LLC | 0.22% | Reduce -18.5% | 1,797 | $579K |
| CWA Asset Management Group, LLC | 0.02% | Add +2.5% | 1,794 | $578K |
| Tanager Wealth Management LLP | 0.06% | Add +7.1% | 1,789 | $576K |
| Bulltick Wealth Management, LLC | 0.14% | Add +1.4% | 1,788 | $576K |
| CI Investments Inc. | 0.00% | Add +17.4% | 1,786 | $575K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -19.4% | 1,774 | $572K |
| CHICAGO TRUST Co NA | 0.08% | Reduce -15.6% | 1,772 | $571K |
| Smith, Moore & Co. | 0.04% | Add +2.1% | 1,768 | $570K |
| Quantum Portfolio Management LLC | 0.17% | Add +53.6% | 1,767 | $569K |
| Brown Advisory Inc. | 0.00% | Reduce -67.4% | 1,764 | $568K |
| Trek Financial, LLC | 0.03% | Reduce -13.1% | 1,763 | $568K |
| Koshinski Asset Management, Inc. | 0.04% | Add +0.7% | 1,761 | $567K |
| Diligent Investors, LLC | 0.14% | Reduce -38.7% | 1,757 | $566K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -1.0% | 1,754 | $565K |
| First Financial Bankshares Inc | 0.01% | No change | 1,754 | $565K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +2.8% | 1,748 | $563K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -12.3% | 1,738 | $560K |
| McAdam, LLC | 0.03% | Add +32.5% | 1,725 | $556K |
| MJP Associates Inc. | 0.07% | Add +0.5% | 1,723 | $555K |
| Tsfg, LLC | 0.09% | Add +8.4% | 1,708 | $550K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | Add +41.7% | 1,700 | $548K |
| SummitTX Capital, L.P. | 0.02% | Add +20.0% | 1,680 | $541K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +117.4% | 1,661 | $535K |
| OneDigital Investment Advisors LLC | 0.01% | Add +102.5% | 1,640 | $528K |
| Schorn Wealth LLC | 0.16% | Add +1.3% | 1,626 | $524K |
| Altus Wealth Group LLC | 0.21% | Reduce -0.1% | 1,624 | $523K |
| Oakwell Private Wealth Management, LLC | 0.10% | New | 1,618 | $521K |
| Centurion Wealth Management LLC | 0.12% | No change | 1,615 | $520K |
| Crosspoint Financial, LLC | 1.27% | No change | 1,606 | $517K |
| Certior Financial Group, LLC | 0.35% | Reduce -0.1% | 1,605 | $517K |
| Dillon & Associates Inc. | 0.07% | Add +9.2% | 1,605 | $517K |
| Groupe la Francaise | 0.01% | New | 1,860 | $517K |
| Mb, Levis & Associates, LLC | 0.22% | No change | 1,600 | $516K |
| Consolidated Capital Management, LLC | 0.18% | No change | 1,600 | $516K |
| Milestone Asset Management, LLC | 0.10% | Reduce -34.6% | 1,596 | $514K |
| Mutual Advisors, LLC | 0.01% | Add +33.6% | 1,804 | $514K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +13.7% | 1,590 | $512K |
| Veracity Capital LLC | 0.16% | Add +16.4% | 1,586 | $511K |
| Red Door Wealth Management, LLC | 0.05% | Add +1.1% | 1,585 | $511K |
| One Capital Management, LLC | 0.02% | No change | 1,581 | $509K |
| Citrine Capital LLC | 0.24% | Reduce -19.3% | 1,579 | $509K |
| Unique Wealth, LLC | 0.07% | Reduce -4.9% | 1,574 | $507K |
| Alpine Global Management, LLC | 0.13% | Reduce -4.3% | 1,570 | $506K |
| Hollencrest Capital Management | 0.02% | Reduce -37.8% | 1,562 | $503K |
| Avantax Planning Partners, Inc. | 0.01% | Add +29.3% | 1,559 | $502K |
| Portside Wealth Group, LLC | 0.07% | Add +7.3% | 1,552 | $500K |
| Calamos Wealth Management LLC | 0.02% | New | 1,547 | $498K |
| Westmount Partners, LLC | 0.13% | Add +153.9% | 1,470 | $497K |
| Sterling Capital Management LLC | 0.01% | Add +3.1% | 1,518 | $489K |
| Innovative Advisory Group, LLC | 0.32% | Reduce -1.0% | 1,507 | $486K |
| Berkeley Capital Partners, LLC | 0.11% | Add +9.0% | 1,505 | $485K |
| Premier Path Wealth Partners, LLC | 0.06% | Add +29.3% | 1,496 | $482K |
| Chung Wu Investment Group, LLC | 0.40% | Reduce -8.9% | 1,490 | $480K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -0.5% | 1,477 | $476K |
| Aventura Private Wealth, LLC | 0.18% | Reduce -0.1% | 1,474 | $475K |
| Flaharty Asset Management, LLC | 0.06% | New | 1,455 | $469K |
| Wealth Alliance Advisory Group, LLC | 0.08% | No change | 1,450 | $467K |
| Phoenix Financial Ltd. | 0.01% | Add +38.0% | 1,446 | $465K |
| Diversify Advisory Services, LLC | 0.02% | Add +127.6% | 1,730 | $458K |
| IFG Advisory, LLC | 0.02% | Add +6.0% | 1,416 | $456K |
| Frank, Rimerman Advisors LLC | 0.03% | Reduce -41.4% | 1,392 | $449K |
| Strategic Blueprint, LLC | 0.02% | Reduce -2.6% | 1,391 | $448K |
| Vista Finance, LLC | 0.30% | Add +34.4% | 1,388 | $447K |
| Alta Advisers Ltd | 0.14% | Add +24.8% | 1,385 | $446K |
| Old Mission Investment Co LLC | 0.11% | Reduce -14.7% | 1,357 | $437K |
| Doliver Advisors, LP | 0.11% | Reduce -7.2% | 1,350 | $435K |
| Sunbelt Securities, Inc. | 0.03% | Add +210.8% | 1,349 | $435K |
| Penserra Capital Management LLC | 0.01% | Add +1.1% | 1,348 | $434K |
| Wealth Management Partners, LLC | 0.14% | Reduce -36.3% | 1,340 | $432K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -5.3% | 1,329 | $428K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.3% | 1,301 | $419K |
| International Assets Investment Management, LLC | 0.03% | No change | 1,121 | $418K |
| Friday Financial | 0.17% | No change | 1,290 | $416K |
| Brighton Jones LLC | 0.01% | Add +4.9% | 1,269 | $409K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -44.8% | 1,264 | $407K |
| Rossby Financial, LCC | 0.14% | No change | 1,203 | $407K |
| Atria Investments, Inc | 0.00% | Add +30.2% | 1,263 | $407K |
| Redwood Wealth Management Group, LLC | 0.17% | Reduce -19.0% | 1,260 | $406K |
| MRP Capital Investments, LLC | 0.35% | Reduce -13.0% | 1,000 | $404K |
| Sapient Capital LLC | 0.01% | Reduce -51.1% | 1,229 | $401K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +43.1% | 1,238 | $399K |
| Graham Capital Management, L.P. | 0.02% | Reduce -79.7% | 1,235 | $398K |
| TCFG Wealth Management, LLC | 0.16% | Add +4.3% | 1,221 | $394K |
| L2 Asset Management, LLC | 0.06% | Add +9.0% | 1,218 | $392K |
| Savant Capital, LLC | 0.00% | Reduce -4.7% | 1,215 | $391K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -2.2% | 1,211 | $390K |
| TD Private Client Wealth LLC | 0.01% | Add +5661.9% | 1,210 | $390K |
| Abundance Wealth Counselors | 0.07% | Add +0.3% | 1,205 | $388K |
| Pin Oak Investment Advisors Inc. | 0.28% | Add +52.1% | 1,203 | $388K |
| Marshall Wace, LLP | 0.00% | New | 1,203 | $388K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.13% | No change | 1,200 | $387K |
| Powell Investment Advisors, LLC | 0.13% | Reduce -4.9% | 1,197 | $386K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -1.4% | 1,195 | $385K |
| Rakuten Investment Management, Inc. | 0.00% | — | 2,122 | $383K |
| NewEdge Wealth, LLC | 0.01% | Add +7.0% | 1,503 | $383K |
| Abound Wealth Management | 0.10% | Add +2.6% | 1,189 | $383K |
| Smartleaf Asset Management LLC | 0.02% | Add +101.0% | 1,172 | $383K |
| West Family Investments, Inc. | 0.08% | Add +19.3% | 1,162 | $374K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.8% | 1,155 | $372K |
| Presidio Capital Management, LLC | 0.13% | Reduce -20.6% | 1,144 | $369K |
| ABN AMRO Bank N.V. | 0.00% | New | 1,139 | $366K |
| Arlington Capital Management, Inc. | 0.23% | No change | 1,135 | $366K |
| Panoramic Investment Advisors, LLC | 0.21% | Add +0.3% | 1,134 | $365K |
| Prosperity Wealth Management, Inc. | 0.12% | Add +33.6% | 1,125 | $362K |
| GR Financial Group, LLC | 0.08% | New | 1,121 | $361K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -3.7% | 1,120 | $361K |
| Regatta Capital Group, LLC | 0.06% | Add +0.5% | 1,117 | $360K |
| Paragon Capital Management Inc. | 0.27% | Reduce -2.7% | 1,110 | $358K |
| Tactive Advisors, LLC | 0.10% | Reduce -23.6% | 1,106 | $356K |
| Assetmark, Inc. | 0.00% | Reduce -9.9% | 1,106 | $356K |
| Prasad Wealth Partners, LLC | 0.10% | New | 1,101 | $355K |
| Solstein Capital, LLC | 0.16% | New | 1,098 | $354K |
| Wise Wealth Partners | 0.54% | Add +2.5% | 1,096 | $353K |
| Calton & Associates, Inc. | 0.05% | Add +2.4% | 1,090 | $351K |
| Glass Jacobson Investment Advisors llc | 0.13% | No change | 1,079 | $348K |
| HBW Advisory Services LLC | 0.04% | Add +3.5% | 1,078 | $347K |
| AlphaQuest LLC | 0.02% | Add +782.8% | 1,077 | $347K |
| Brooklyn Investment Group | 0.05% | Reduce -6.3% | 903 | $347K |
| Regions Financial Corp. | 0.00% | Add +9.5% | 1,062 | $342K |
| Crew Capital Management, Ltd | 0.23% | Reduce -18.1% | 1,049 | $338K |
| GK Wealth Management LLC | 0.25% | Add +14.6% | 1,043 | $336K |
| Revisor Wealth Management LLC | 0.12% | Add +8.8% | 1,048 | $336K |
| Plan Group Financial, LLC | 0.09% | No change | 1,029 | $332K |
| Rehmann Capital Advisory Group | 0.02% | Add +2.0% | 1,028 | $331K |
| MASTERINVEST Kapitalanlage GmbH | 0.03% | Add +17.1% | 1,028 | $331K |
| Requisite Capital Management, LLC | 0.06% | New | 1,020 | $329K |
| Retirement Income Solutions, Inc. | 0.06% | Reduce -5.2% | 1,016 | $327K |
| BCS Wealth Management | 0.07% | Reduce -5.3% | 1,015 | $327K |
| Black Diamond Financial, LLC | 0.04% | No change | 1,013 | $326K |
| Ewa, LLC | 0.09% | Add +51.2% | 1,001 | $323K |
| Warberg Asset Management LLC | 1.16% | New | 1,000 | $322K |
| Shoker Investment Counsel, Inc. | 0.10% | Reduce -2.3% | 1,000 | $322K |
| Polymer Capital Management (HK) LTD | 0.04% | Reduce -4.8% | 1,000 | $322K |
| Sanders Morris Harris LLC | 0.04% | No change | 1,000 | $322K |
| Bramshill Investments, LLC | 0.02% | New | 1,000 | $322K |
| Nkcfo LLC | 0.10% | New | 1,000 | $322K |
| GAMMA Investing LLC | 0.02% | Reduce -4.3% | 998 | $322K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -23.2% | 997 | $321K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -26.0% | 987 | $318K |
| Ostrum Asset Management | 0.01% | Reduce -3.0% | 984 | $317K |
| Boothbay Fund Management, LLC | 0.01% | New | 984 | $317K |
| Precision Wealth Strategies, LLC | 0.10% | Add +21.2% | 978 | $315K |
| Palisades Hudson Asset Management, L.P. | 0.11% | Reduce -3.1% | 979 | $315K |
| Fidelis Capital Partners, LLC | 0.02% | Add +6.7% | 973 | $314K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 970 | $313K |
| Principle Wealth Partners LLC | 0.02% | Reduce -0.2% | 967 | $312K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -7.1% | 916 | $310K |
| Bridgewealth Advisory Group, LLC | 0.07% | Reduce -6.4% | 950 | $306K |
| Optimize Financial Inc. | 0.16% | New | 944 | $304K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +39.4% | 938 | $302K |
| Clark Financial Services Group Inc. | 0.16% | New | 934 | $301K |
| Joel Isaacson & Co., LLC | 0.01% | Add +2.4% | 929 | $299K |
| Financial Perspectives, Inc | 0.08% | No change | 912 | $294K |
| World Equity Group, Inc. | 0.07% | Add +41.3% | 910 | $293K |
| Oxinas Partners, LLC | 0.16% | Add +71.8% | 909 | $293K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -8.4% | 908 | $293K |
| Achmea Investment Management B.V. | 0.00% | Reduce -94.9% | 901 | $290K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -0.3% | 894 | $288K |
| Vestia Personal Wealth Advisors | 0.15% | Reduce -45.9% | 893 | $288K |
| Angeles Wealth Management, LLC | 0.02% | Add +6.2% | 893 | $288K |
| Destiny Wealth Partners, LLC | 0.04% | Reduce -4.3% | 890 | $287K |
| Triad Wealth Partners, LLC | 0.04% | New | 881 | $284K |
| Abel Hall, LLC | 0.11% | Reduce -3.3% | 872 | $281K |
| Nova R Wealth, Inc. | 0.12% | Reduce -1.6% | 859 | $277K |
| WealthPlan Investment Management, LLC | 0.02% | Add +25.3% | 858 | $276K |
| Formidable Asset Management, LLC | 0.04% | Add +490.6% | 4,660 | $275K |
| Sava Infond d.o.o. | 0.04% | Add +26.9% | 850 | $274K |
| Cordatus Wealth Management LLC | 0.06% | No change | 850 | $274K |
| Runnymede Capital Advisors, Inc. | 0.23% | Add +12.0% | 849 | $274K |
| Exit Wealth Advisors, LLC. | 0.18% | — | 844 | $272K |
| Oder Investment Management, LLC | 0.19% | No change | 837 | $270K |
| Duncan Williams Asset Management, LLC | 0.08% | No change | 832 | $268K |
| Power Wealth Management LLC | 0.10% | No change | 827 | $266K |
| Lanark Financial, Inc. | 0.02% | Add +0.8% | 827 | $266K |
| JFG Wealth Management, LLC | 0.05% | Add +3.3% | 826 | $266K |
| First National Corp. /Ma/ | 0.05% | Reduce -21.4% | 786 | $266K |
| Alpha Family Trust | 0.12% | Reduce -25.7% | 825 | $266K |
| Synergy Financial Group, LTD | 0.18% | No change | 820 | $264K |
| Family Manage LLC | 0.04% | Reduce -0.6% | 820 | $264K |
| Flow Traders U.S. LLC | 0.01% | New | 815 | $263K |
| Fortress Private Ledger, LLC | 0.10% | Add +1.1% | 816 | $263K |
| Quotient Wealth Partners, LLC | 0.01% | Add +10.4% | 815 | $263K |
| Associated Banc-Corp | 0.01% | No change | 805 | $259K |
| Novak & Powell Financial Services, Inc. | 0.14% | No change | 804 | $259K |
| YHB Investment Advisors, Inc. | 0.02% | Add +1.9% | 803 | $259K |
| Littlejohn Financial Services, Inc. | 0.19% | No change | 800 | $258K |
| Firestone Capital Management | 0.06% | No change | 800 | $258K |
| Pitcairn Co. | 0.02% | Add +25.0% | 795 | $256K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -33.5% | 795 | $256K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | Add +2.1% | 792 | $255K |
| Mirador Capital Partners LP | 0.04% | No change | 776 | $250K |
| Bernardo Wealth Planning LLC | 0.05% | Add +0.3% | 774 | $249K |
| Invst, LLC | 0.03% | Reduce -3.7% | 772 | $249K |
| PYA Waltman Capital, LLC | 0.07% | No change | 770 | $248K |
| Florida Financial Advisors, LLC | 0.08% | Reduce -59.4% | 766 | $247K |
| Cardiff Park Advisors, LLC | 0.02% | Add +15.1% | 764 | $246K |
| Diversified Trust Co. | 0.00% | Add +6.5% | 755 | $243K |
| Drive Wealth Management, LLC | 0.05% | Reduce -28.1% | 753 | $243K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -27.4% | 753 | $243K |
| Primoris Wealth Advisors, LLC | 0.15% | No change | 750 | $242K |
| WJ Interests, LLC | 0.10% | No change | 750 | $242K |
| Level Four Advisory Services, LLC | 0.01% | Add +5.6% | 749 | $241K |
| Stelac Advisory Services LLC | 0.08% | No change | 740 | $238K |
| Pure Financial Advisors, LLC | 0.00% | Add +1.0% | 738 | $238K |
| Falcon Wealth Planning | 0.02% | Add +14.9% | 731 | $236K |
| Bell & Brown Wealth Advisors, LLC | 0.08% | New | 729 | $235K |
| AlphaCore Capital LLC | 0.01% | Add +207.6% | 729 | $235K |
| Kure Advisory, LLC | 0.14% | Add +1.3% | 717 | $231K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -12.4% | 715 | $230K |
| HBK Sorce Advisory LLC | 0.01% | Add +2.4% | 768 | $228K |
| Montz Harcus Wealth Management LLC | 0.10% | No change | 703 | $227K |
| Root Financial Partners, LLC | 0.01% | Reduce -0.1% | 701 | $226K |
| Pennington Partners & Co., LLC | 0.11% | No change | 700 | $226K |
| Pinnacle Family Advisors, LLC | 0.10% | No change | 685 | $221K |
| Strategic Investment Solutions, Inc. | 0.06% | Add +410.4% | 684 | $220K |
| Beaumont Financial Advisors, LLC | 0.01% | Add +5.8% | 681 | $219K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -47.8% | 677 | $218K |
| Nicholson Meyer Capital Management, Inc. | 0.17% | Add +4.0% | 676 | $218K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | Reduce -10.0% | 675 | $217K |
| Kovack Advisors, Inc. | 0.02% | Reduce -9.2% | 674 | $217K |
| Creative Financial Designs Inc. | 0.01% | Add +14.8% | 668 | $215K |
| McIlrath & Eck, LLC | 0.02% | Reduce -46.5% | 667 | $215K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 665 | $214K |
| Allen Capital Group, LLC | 0.02% | New | 662 | $213K |
| Sound View Wealth Advisors Group, LLC | 0.01% | Reduce -0.1% | 661 | $213K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -98.3% | 661 | $213K |
| LJI Wealth Management, LLC | 0.04% | Reduce -24.0% | 661 | $213K |
| Ascent Group, LLC | 0.01% | New | 658 | $212K |
| King Wealth Management Group | 0.03% | No change | 654 | $211K |
| Mustard Seed Financial, LLC | 0.14% | No change | 652 | $210K |
| BSW Wealth Partners | 0.03% | New | 652 | $210K |
| Greenbush Financial Group, LLC | 0.08% | Reduce -60.6% | 650 | $209K |
| GAM Holding AG | 0.01% | Add +8.3% | 650 | $209K |
| Caxton Associates LLP | 0.01% | New | 649 | $209K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -68.2% | 786 | $208K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 638 | $206K |
| Rockingstone Advisors LLC | 0.10% | Reduce -0.8% | 635 | $205K |
| Floyd Financial Group LLC | 0.15% | New | 647 | $204K |
| Acadian Asset Management LLC | 0.00% | New | 635 | $204K |
| Howland Capital Management LLC | 0.01% | Reduce -9.7% | 630 | $203K |
| Atlantic Union Bankshares Corp | 0.00% | Add +396.8% | 626 | $202K |
| Baker Avenue Asset Management, LP | 0.00% | New | 626 | $202K |
| Kercheville Advisors, LLC | 0.06% | Reduce -38.4% | 625 | $201K |
| Howard Financial Services, LTD. | 0.02% | Add +0.3% | 621 | $200K |
| Everett Harris & Co. | 0.00% | Reduce -1.7% | 621 | $200K |
| WPG Advisers, LLC | 0.15% | Add +1.9% | 600 | $193K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 600 | $193K |
| Abich Financial Wealth Management LLC | 0.06% | — | 560 | $180K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | Add +10.1% | 545 | $176K |
| Blue Trust, Inc. | 0.00% | Reduce -9.5% | 542 | $175K |
| MCF Advisors LLC | 0.01% | Add +519.5% | 539 | $174K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 490 | $166K |
| Weaver Capital Management LLC | 0.04% | Reduce -77.3% | 500 | $161K |
| Versant Capital Management, Inc | 0.02% | Reduce -8.2% | 493 | $159K |
| Huntington National Bank | 0.00% | Reduce -44.5% | 464 | $150K |
| Webster Bank, N. A. | 0.01% | Reduce -11.5% | 460 | $148K |
| REAP Financial Group, LLC | 0.03% | Add +45.5% | 451 | $145K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -47.8% | 451 | $145K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Add +98.7% | 441 | $142K |
| Caitlin John, LLC | 0.10% | New | 434 | $140K |
| Evermay Wealth Management LLC | 0.02% | Reduce -25.0% | 427 | $138K |
| Optimum Investment Advisors | 0.05% | Add +32.3% | 410 | $132K |
| CX Institutional | 0.00% | Add +40.1% | 395 | $127K |
| S.A. Mason LLC | 0.06% | No change | 392 | $126K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -2.5% | 382 | $123K |
| Bogart Wealth, LLC | 0.00% | Add +45.9% | 369 | $119K |
| Ancora Advisors LLC | 0.00% | Add +38.5% | 360 | $116K |
| Vestor Capital, LLC | 0.01% | Reduce -71.6% | 354 | $114K |
| First Horizon Corp. | 0.01% | — | 348 | $112K |
| Cedar Wealth Management, LLC | 0.03% | New | 345 | $111K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 341 | $110K |
| Pacific Center for Financial Services | 0.03% | No change | 330 | $106K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -32.1% | 315 | $101K |
| Westside Investment Management, Inc. | 0.02% | Add +21.9% | 301 | $98K |
| North Star Investment Management Corp. | 0.01% | Reduce -3.2% | 300 | $97K |
| Lake Street Private Wealth, LLC | 0.01% | New | 288 | $93K |
| Dunhill Financial, LLC | 0.03% | Add +114.8% | 275 | $89K |
| Dudley Capital Management, LLC | 0.04% | New | 260 | $84K |
| Burkett Financial Services, LLC | 0.03% | No change | 250 | $81K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.05% | Add +99.2% | 235 | $76K |
| Glen Eagle Advisors, LLC | 0.01% | Add +3.3% | 218 | $70K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | Add +31.3% | 210 | $68K |
| Quaker Wealth Management, LLC | 0.02% | Reduce -1.0% | 202 | $65K |
| Pathway Financial Advisers, LLC | 0.02% | New | 201 | $65K |
| Private Trust Co. NA | 0.01% | Reduce -74.5% | 201 | $65K |
| Fairman Group, LLC | 0.05% | No change | 200 | $64K |
| Costello Asset Management, INC | 0.02% | No change | 200 | $64K |
| CVA Family Office, LLC | 0.01% | Reduce -9.6% | 198 | $64K |
| TFC Financial Management, Inc. | 0.01% | No change | 190 | $61K |
| Grove Bank & Trust | 0.01% | Reduce -9.9% | 190 | $61K |
| Darwin Wealth Management, LLC | 0.02% | No change | 190 | $61K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -2.1% | 189 | $61K |
| Manchester Capital Management LLC | 0.01% | New | 187 | $60K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.8% | 185 | $60K |
| St Germain D J Co. Inc. | 0.00% | No change | 177 | $57K |
| Quintet Private Bank (Europe) S.A. | 0.00% | New | 175 | $56K |
| Dagco, Inc. | 0.01% | Reduce -27.4% | 172 | $55K |
| Activest Wealth Management | 0.01% | Add +0.6% | 172 | $55K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +65.0% | 165 | $53K |
| Tripletail Wealth Management, LLC | 0.06% | New | 150 | $53K |
| Hopwood Financial Services, Inc. | 0.03% | No change | 160 | $52K |
| HighMark Wealth Management LLC | 0.02% | Reduce -25.6% | 160 | $52K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 150 | $48K |
| Meeder Asset Management Inc. | 0.00% | Add +45.6% | 150 | $48K |
| Arlington Trust Co LLC | 0.01% | Reduce -5.4% | 141 | $45K |
| Wealth Watch Advisors, INC | 0.02% | New | 137 | $44K |
| Bessemer Group Inc. | 0.00% | Add +356.7% | 137 | $44K |
| Nemes Rush Group LLC | 0.00% | No change | 136 | $44K |
| Covestor Ltd | 0.02% | Add +11.6% | 125 | $41K |
| ORG Partners LLC | 0.01% | Reduce -7.3% | 126 | $41K |
| Quarry LP | 0.01% | Reduce -45.9% | 125 | $40K |
| UMB Bank, n.a. | 0.00% | Add +25.0% | 125 | $40K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -16.9% | 123 | $40K |
| IAG Wealth Partners, LLC | 0.00% | Add +40.2% | 122 | $39K |
| Salomon & Ludwin, LLC | 0.00% | New | 110 | $39K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -57.5% | 118 | $38K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +44.4% | 117 | $38K |
| SJS Investment Consulting Inc. | 0.01% | No change | 117 | $38K |
| AllSquare Wealth Management LLC | 0.02% | Add +16.0% | 116 | $37K |
| Financial Freedom, LLC | 0.02% | New | 115 | $37K |
| Cheviot Value Management, LLC | 0.00% | New | 120 | $34K |
| Federated Hermes, Inc. | 0.00% | Reduce -89.3% | 105 | $34K |
| Horrell Capital Management, Inc. | 0.01% | Reduce -4.6% | 103 | $33K |
| Quent Capital, LLC | 0.00% | New | 102 | $33K |
| Private Wealth Management Group, LLC | 0.01% | No change | 101 | $33K |
| Pilgrim Partners Asia Pte Ltd | 0.01% | — | 100 | $32K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -87.6% | 100 | $32K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 95 | $31K |
| MV Capital Management, Inc. | 0.00% | Reduce -8.9% | 92 | $30K |
| Binnacle Investments Inc | 0.02% | Add +7.2% | 89 | $29K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 88 | $28K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +65.4% | 86 | $28K |
| Avalon Trust Co | 0.00% | Add +70.0% | 85 | $27K |
| First PREMIER Bank | 0.01% | No change | 84 | $27K |
| Colonial Trust Advisors | 0.00% | No change | 80 | $26K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 74 | $24K |
| Quadrant Capital Group LLC | 0.00% | New | 67 | $22K |
| Magnetar Financial LLC | 0.00% | Reduce -94.1% | 64 | $21K |
| Highline Wealth Partners LLC | 0.01% | Add +8.6% | 63 | $20K |
| Sound Income Strategies, LLC | 0.00% | Add +210.0% | 62 | $20K |
| Berbice Capital Management LLC | 0.01% | Add +20.0% | 60 | $19K |
| FWL Investment Management, LLC | 0.00% | Reduce -96.3% | 58 | $19K |
| Asset Dedication, LLC | 0.00% | Add +9.6% | 57 | $18K |
| City State Bank | 0.01% | No change | 55 | $18K |
| Millstone Evans Group, LLC | 0.01% | No change | 50 | $16K |
| Bank of New Hampshire | 0.00% | No change | 50 | $16K |
| Trust Co | 0.00% | No change | 50 | $16K |
| HM Payson & Co. | 0.00% | No change | 50 | $16K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -78.8% | 50 | $16K |
| Avion Wealth | 0.00% | Reduce -7.3% | 51 | $16K |
| Crewe Advisors LLC | 0.00% | Reduce -4.0% | 48 | $15K |
| Chilton Capital Management LLC | 0.00% | Add +26.3% | 48 | $15K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 48 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 45 | $15K |
| Sachetta, LLC | 0.01% | Add +2.4% | 42 | $14K |
| Brown Brothers Harriman & Co. | 0.00% | Add +121.0% | 42 | $14K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 39 | $13K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -38.7% | 38 | $12K |
| Park Place Capital Corp | 0.00% | New | 37 | $12K |
| Albion Financial Group | 0.00% | No change | 37 | $12K |
| SouthState Bank Corp | 0.00% | Add +2.8% | 37 | $12K |
| Chesapeake Asset Management LLC | 0.01% | New | 36 | $12K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 35 | $11K |
| Cloud Capital Management, LLC | 0.01% | New | 35 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -33.3% | 30 | $10K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -9.1% | 30 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | New | 30 | $10K |
| Painted Porch Advisors LLC | 0.00% | Reduce -50.0% | 30 | $10K |
| S&T Bank | 0.00% | Add +150.0% | 30 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 30 | $10K |
| American Capital Advisory, LLC | 0.00% | No change | 29 | $9K |
| Clearstead Trust, LLC | 0.00% | Add +3.7% | 28 | $9K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 25 | $8K |
| Pinney & Scofield, Inc. | 0.01% | No change | 25 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 25 | $8K |
| Roble, Belko & Company, Inc | 0.00% | No change | 25 | $8K |
| Whittier Trust Co. | 0.00% | New | 22 | $8K |
| Addison Advisors LLC | 0.00% | Add +20.0% | 24 | $8K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 22 | $7K |
| Marquette Asset Management, LLC | 0.00% | New | 23 | $7K |
| Retirement Wealth Solutions LLC | 0.00% | New | 21 | $7K |
| PFS Partners, LLC | 0.00% | No change | 21 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 20 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 20 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -17.4% | 19 | $6K |
| Mma Asset Management LLC | 0.00% | New | 18 | $6K |
| Raffa Wealth Management, LLC | 0.00% | No change | 18 | $6K |
| Concord Wealth Partners | 0.00% | Add +80.0% | 18 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 18 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 18 | $6K |
| Aspect Partners, LLC | 0.00% | Add +41.7% | 17 | $5K |
| BankPlus Trust Department | 0.00% | No change | 17 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 16 | $5K |
| Bayforest Capital Ltd | 0.00% | New | 16 | $5K |
| Sittner & Nelson, LLC | 0.00% | New | 15 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -65.1% | 15 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 15 | $5K |
| Rise Advisors, LLC | 0.00% | No change | 13 | $4K |
| RMG Wealth Management LLC | 0.00% | No change | 14 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | Add +20.0% | 12 | $4K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 12 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 12 | $4K |
| Zions Bancorporation, National Association | 0.00% | No change | 12 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 12 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -31.3% | 11 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -16.7% | 10 | $3K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 10 | $3K |
| Guerra Advisors Inc | 0.00% | New | 10 | $3K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 5 | $3K |
| Berkshire Capital Holdings Inc. | 0.00% | Reduce -100.0% | 10 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 10 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Add +100.0% | 10 | $3K |
| Hughes Financial Services, LLC | 0.00% | Reduce -27.8% | 13 | $3K |
| Kilter Group LLC | 0.00% | Reduce -60.9% | 9 | $3K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 9 | $3K |
| Tidemark, LLC | 0.00% | No change | 9 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 9 | $3K |
| Oakworth Capital, Inc. | 0.00% | New | 9 | $3K |
| Mather Group, Llc. | 0.00% | New | 9 | $3K |
| Altshuler Shaham Ltd | 0.00% | New | 8 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -22.2% | 7 | $2K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 7 | $2K |
| TD Capital Management LLC | 0.00% | No change | 7 | $2K |
| Evergreen Private Wealth LLC | 0.00% | No change | 6 | $2K |
| Stone House Investment Management, LLC | 0.00% | Add +100.0% | 6 | $2K |
| Atwood & Palmer Inc. | 0.00% | No change | 5 | $2K |
| Cromwell Holdings LLC | 0.00% | Reduce -77.8% | 4 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 4 | $1K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -62.5% | 3 | $1K |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $1K |
| Hemington Wealth Management | 0.00% | New | 4 | $1K |
| Clear Investment Research, LLC | 0.00% | No change | 3 | $967 |
| IMA Advisory Services, Inc. | 0.00% | New | 3 | $967 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3 | $967 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -85.9% | 39 | $878 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $645 |
| Davis Capital Management | 0.00% | — | 2 | $644 |
| Bare Financial Services, Inc | 0.00% | Reduce -33.3% | 2 | $644 |
| Proathlete Wealth Management LLC | 0.00% | No change | 2 | $644 |
| Ameriflex Group, Inc. | 0.00% | New | 2 | $644 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 2 | $644 |
| High Note Wealth, LLC | 0.00% | New | 2 | $644 |
| Country Trust Bank | 0.00% | New | 2 | $644 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 2 | $490 |
| Winnacle Wealth LLC | 0.00% | New | 1 | $323 |
| Byrne Asset Management LLC | 0.00% | Reduce -50.0% | 1 | $322 |
| IMG Wealth Management, Inc. | 0.00% | No change | 1 | $322 |
| North Capital, Inc. | 0.00% | No change | 1 | $322 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 1 | $245 |
| KERR FINANCIAL PLANNING Corp | 0.00% | — | 1 | $198 |
"% of holder's portfolio" is MSTR's weight in each manager's 13F, not the share of Strategy Inc. the manager owns.