StrategyMSTR
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 983 institutions reported holding Strategy Inc. (MSTR) in their 13F filings, down 104 from Q3 2025. 107 opened new positions and 251 sold out. The largest holders were Vanguard Group Inc. ($3.7B), Capital International Investors ($3.1B) and BlackRock, Inc. ($2.2B). 8 famous investors held it, including Bill Miller (1.4% of Miller Value Partners's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Strategy Inc.
- Sector
- Technology
- CUSIP
- 594972408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $391.1M |
| Exits | 251 | $305.9M |
All 13F filers, Q3 2025 → Q4 2025: 45,557,876 shares bought and 14,567,424 shares sold, net +30,990,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 983 holders
| Vanguard Group Inc. | 0.05% | Add +21.0% | 24,062,886 | $3.7B |
| Capital International Investors | 0.49% | Add +37.3% | 20,614,868 | $3.1B |
| BlackRock, Inc. | 0.04% | Reduce -0.3% | 14,607,280 | $2.2B |
| Morgan Stanley | 0.09% | Add +11.4% | 9,380,398 | $1.4B |
| Invesco Ltd. | 0.11% | Add +391.6% | 7,832,469 | $1.2B |
| Capital Research Global Investors | 0.20% | Add +66.7% | 7,008,535 | $1.1B |
| State Street Corp. | 0.03% | Add +2.3% | 6,127,301 | $931.0M |
| UBS Group AG | 0.17% | Add +128.4% | 5,760,243 | $875.3M |
| Amundi | 0.22% | Add +373.7% | 4,790,702 | $727.9M |
| Geode Capital Management, LLC | 0.04% | Add +4.7% | 3,911,499 | $592.8M |
| Bank of America Corp. | 0.04% | Add +680.5% | 3,848,306 | $584.8M |
| Norges Bank | 0.06% | — | 3,528,397 | $536.1M |
| Marex Group Ltd | 4.83% | Add +40.9% | 2,934,332 | $445.9M |
| Capital World Investors | 0.06% | Add +127.6% | 2,911,311 | $442.4M |
| Cantor Fitzgerald, L. P. | 11.02% | Reduce -39.4% | 2,430,583 | $369.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +11.4% | 2,330,142 | $354.1M |
| Harvest Portfolios Group Inc. | 5.58% | Add +36.1% | 2,110,081 | $320.6M |
| Clear Street Group Inc. | 1.57% | Reduce -58.7% | 1,971,486 | $299.6M |
| Northern Trust Corp. | 0.03% | Add +0.7% | 1,581,952 | $240.4M |
| Bank of Montreal | 0.10% | Reduce -16.3% | 1,086,627 | $236.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +19.4% | 1,493,816 | $227.0M |
| Legal & General Group Plc | 0.05% | Add +9.3% | 1,371,947 | $208.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +7.8% | 1,271,015 | $193.1M |
| Royal Bank of Canada | 0.03% | Reduce -26.2% | 1,155,972 | $175.7M |
| Barclays PLC | 0.07% | Add +62.0% | 1,144,912 | $174.0M |
| National Bank of Canada | 0.16% | Reduce -51.0% | 1,001,757 | $152.2M |
| Weiss Asset Management LP | 2.71% | Reduce -29.0% | 985,720 | $149.8M |
| Jane Street Group, LLC | 0.17% | Add +473.1% | 951,187 | $144.5M |
| Tidal Investments LLC | 0.60% | Add +21.9% | 940,827 | $143.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.1% | 913,183 | $138.8M |
| Renaissance Technologies | 0.21% | Add +324.1% | 957,332 | $137.1M |
| Quadrature Capital Ltd | 1.17% | New | 756,266 | $114.9M |
| Deutsche Bank AG | 0.04% | Reduce -12.7% | 731,704 | $111.2M |
| SG Americas Securities, LLC | 0.15% | Add +229.3% | 728,727 | $110.7M |
| Swiss National Bank | 0.06% | Reduce -4.9% | 715,380 | $108.7M |
| Citadel Advisors | 0.07% | Add +966.4% | 714,361 | $108.5M |
| BNP Paribas Financial Markets | 0.06% | Add +211.5% | 653,193 | $99.3M |
| LPL Financial LLC | 0.03% | Reduce -4.3% | 615,877 | $93.6M |
| National Pension Service | 0.07% | Add +20.1% | 614,409 | $93.4M |
| First Trust Advisors LP | 0.07% | Add +47.4% | 608,328 | $92.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -2.8% | 606,629 | $92.2M |
| Natixis | 0.32% | Reduce -10.1% | 531,101 | $80.7M |
| Citigroup Inc. | 0.05% | Add +47.2% | 506,827 | $77.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -79.0% | 498,542 | $75.8M |
| Old Mission Capital LLC | 2.91% | New | 494,536 | $75.2M |
| Nuveen, LLC | 0.02% | Add +0.7% | 481,232 | $73.1M |
| California Public Employees Retirement System | 0.04% | Add +5.0% | 470,632 | $71.5M |
| Van Eck Associates Corp. | 0.06% | Add +128.2% | 466,709 | $70.9M |
| Canada Pension Plan Investment Board | 0.04% | Add +11.6% | 438,743 | $66.7M |
| ProShare Advisors LLC | 0.11% | Add +45.7% | 417,790 | $63.5M |
| LMR Partners LLP | 0.80% | Add +24.6% | 414,952 | $63.1M |
| California State Teachers Retirement System | 0.06% | Reduce -0.9% | 408,369 | $62.1M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -13.4% | 407,569 | $61.9M |
| HSBC Holdings PLC | 0.03% | Add +40.1% | 370,057 | $56.5M |
| Marathon Trading Investment Management LLC | 6.64% | Add +4246.3% | 364,223 | $55.3M |
| PEAK6 LLC | 1.50% | Add +20.4% | 361,655 | $55.0M |
| D. E. Shaw & Co. | 0.04% | Add +508.1% | 327,047 | $49.7M |
| Wells Fargo & Company | 0.01% | Reduce -6.9% | 322,681 | $49.0M |
| Susquehanna International Group, LLP | 0.07% | Reduce -0.7% | 315,858 | $48.0M |
| KBC Group NV | 0.11% | Add +39.7% | 311,624 | $47.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.6% | 276,627 | $43.5M |
| Rhumbline Advisers | 0.03% | Reduce -10.8% | 279,818 | $42.5M |
| New York State Common Retirement Fund | 0.06% | Reduce -0.9% | 279,650 | $42.5M |
| Foundations Investment Advisors, LLC | 0.53% | Add +141.2% | 265,745 | $40.4M |
| FMR LLC | 0.00% | Reduce -82.2% | 265,153 | $40.3M |
| SIH Partners, LLLP | 2.30% | New | 260,230 | $39.5M |
| Exchange Traded Concepts, LLC | 0.31% | Add +104.2% | 242,170 | $36.8M |
| State Board of Administration of Florida Retirement System | 0.06% | Reduce -1.8% | 236,780 | $36.0M |
| Mirae Asset Securities (usa) Inc. | 1.42% | Reduce -0.4% | 235,571 | $35.8M |
| CTC LLC | 3.23% | Add +39.0% | 231,830 | $35.2M |
| Aviva PLC | 0.06% | Add +5.5% | 218,916 | $33.3M |
| Himension Capital (singapore) Pte. LTD. | 2.04% | New | 217,402 | $33.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.7% | 213,841 | $32.5M |
| Credit Agricole S A | 0.08% | Add +273.4% | 201,188 | $30.6M |
| Cetera Investment Advisers | 0.03% | Add +4.9% | 200,998 | $30.5M |
| Victory Capital Management Inc. | 0.02% | Add +3.4% | 194,828 | $29.6M |
| Stifel Financial Corp. | 0.03% | Reduce -2.0% | 194,050 | $29.5M |
| Nomura Holdings Inc. | 0.08% | Add +65.5% | 179,275 | $27.2M |
| Quantitative Investment Management, LLC | 2.63% | New | 178,287 | $27.1M |
| Jump Financial, LLC | 0.36% | Add +28.9% | 176,978 | $26.9M |
| Millennium Management | 0.02% | Add +30.2% | 168,789 | $25.6M |
| Treasurer of the State of North Carolina | 0.08% | Add +5.7% | 168,688 | $25.6M |
| Belvedere Trading LLC | 4.66% | Add +86.9% | 165,694 | $25.2M |
| Jefferies Financial Group Inc. | 0.19% | Reduce -7.8% | 150,498 | $22.9M |
| Shariaportfolio, Inc. | 9.62% | Add +41.2% | 150,325 | $22.8M |
| Storebrand Asset Management As | 0.06% | Reduce -12.7% | 146,890 | $22.3M |
| Aspiring Ventures, LLC | 7.91% | Add +6.8% | 143,793 | $21.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Reduce -1.6% | 142,403 | $21.6M |
| Horizon Kinetics Asset Management LLC | 0.29% | Add +0.6% | 139,377 | $21.2M |
| EULAV Asset Management | 0.56% | Add +59.5% | 138,000 | $21.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +3.8% | 134,967 | $20.7M |
| Korea Investment CORP | 0.04% | Add +12.9% | 134,263 | $20.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +72.6% | 134,117 | $20.4M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -3.9% | 133,605 | $20.3M |
| TB Alternative Assets Ltd. | 3.30% | Add +5.4% | 132,801 | $20.2M |
| Danske Bank A/S | 0.05% | Add +11.6% | 132,746 | $20.2M |
| State of Wisconsin Investment Board | 0.04% | Reduce -4.1% | 131,555 | $20.0M |
| Strong Tower Advisory Services | 3.50% | Add +43.1% | 128,733 | $19.6M |
| Schroder Investment Management Group | 0.01% | Add +7.3% | 127,131 | $19.3M |
| Capula Management Ltd | 0.12% | Reduce -92.8% | 126,288 | $19.2M |
| Royal London Asset Management Ltd. | 0.04% | Add +1.6% | 123,789 | $18.8M |
| APG Asset Management N.V. | 0.05% | Add +2757.7% | 144,313 | $18.7M |
| HighTower Advisors, LLC | 0.02% | Add +31.9% | 117,210 | $17.8M |
| Virtu Financial LLC | 0.68% | Add +1009.4% | 114,731 | $17.4M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -19.5% | 112,874 | $17.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +9.4% | 110,037 | $16.7M |
| TD Asset Management Inc | 0.01% | Reduce -0.1% | 108,770 | $16.5M |
| Public Employees Retirement System of Ohio | 0.05% | Add +1.4% | 106,910 | $16.2M |
| Pictet Asset Management Holding SA | 0.02% | Add +3.7% | 106,340 | $16.2M |
| Asset Management One Co., Ltd. | 0.04% | Add +0.9% | 101,951 | $15.8M |
| NEOS Investment Management LLC | 0.09% | Add +36.4% | 104,044 | $15.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -9.8% | 103,763 | $15.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | New | 103,076 | $15.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.14% | Add +78.9% | 103,083 | $15.7M |
| Los Angeles Capital Management LLC | 0.05% | Add +3200.3% | 61,022 | $15.5M |
| Mariner, LLC | 0.02% | Reduce -13.1% | 101,807 | $15.5M |
| Massar Capital Management, LP | 3.02% | Add +462.6% | 101,139 | $15.4M |
| Lavelle Capital LP | 9.63% | — | 100,000 | $15.2M |
| Marshall Wace, LLP | 0.01% | Add +8212.5% | 100,000 | $15.2M |
| KLP Kapitalforvaltning As | 0.06% | Add +0.5% | 95,160 | $14.5M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +5.5% | 92,463 | $14.0M |
| DNB Asset Management AS | 0.05% | Add +0.0% | 92,133 | $14.0M |
| Hudson Bay Capital Management LP | 0.09% | Reduce -80.5% | 89,332 | $13.6M |
| State of New Jersey Common Pension Fund D | 0.05% | Reduce -2.6% | 88,821 | $13.5M |
| STRS Ohio | 0.05% | Add +16.6% | 87,689 | $13.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +21.9% | 87,531 | $13.3M |
| Alliancebernstein L.P. | 0.00% | Add +4.1% | 86,161 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 86,091 | $13.1M |
| Walleye Trading LLC | 0.21% | Reduce -54.4% | 85,288 | $13.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.06% | Add +10.6% | 84,705 | $12.9M |
| Walleye Capital LLC | 0.08% | Add +220.9% | 83,943 | $12.8M |
| MML Investors Services, LLC | 0.03% | Add +41.5% | 83,682 | $12.7M |
| Handelsbanken Fonder AB | 0.04% | Reduce -8.8% | 81,155 | $12.3M |
| Independent Financial Group, LLC | 0.27% | Add +105.7% | 81,033 | $12.3M |
| Teacher Retirement System of Texas | 0.04% | Add +10.1% | 80,844 | $12.3M |
| Swedbank AB | 0.01% | Add +0.4% | 79,460 | $12.1M |
| Generali Asset Management SPA SGR | 0.24% | Add +15.4% | 77,608 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 76,605 | $11.6M |
| Resona Asset Management Co.,Ltd. | 0.06% | Reduce -3.3% | 75,650 | $11.5M |
| Creative Planning | 0.01% | Reduce -1.5% | 75,652 | $11.5M |
| Rafferty Asset Management, LLC | 0.04% | Add +109.6% | 74,433 | $11.3M |
| Corient Private Wealth LP | 0.01% | Add +516.8% | 72,801 | $11.1M |
| Arizona State Retirement System | 0.06% | Reduce -4.8% | 72,607 | $11.0M |
| Alpine Global Management, LLC | 2.62% | Add +4499.4% | 72,211 | $11.0M |
| Nissay Asset Management Corp. /Japan | 0.06% | Add +5.8% | 72,113 | $11.0M |
| Private Advisor Group, LLC | 0.05% | Add +25.4% | 71,997 | $10.9M |
| Y-Intercept (Hong Kong) Ltd | 0.24% | New | 71,884 | $10.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +6.5% | 70,387 | $10.7M |
| Pilgrim Partners Asia Pte Ltd | 5.12% | Add +69900.0% | 70,000 | $10.6M |
| Accuvest Global Advisors | 7.77% | Reduce -3.3% | 69,422 | $10.5M |
| Guggenheim Capital LLC | 0.07% | Add +5.4% | 66,036 | $10.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.5% | 62,024 | $9.3M |
| Daiwa Securities Group Inc. | 0.03% | Add +40.0% | 61,118 | $9.3M |
| Leonteq Securities AG | 0.49% | Add +24.6% | 60,710 | $9.2M |
| CIBC Asset Management Inc | 0.02% | Add +9.0% | 60,592 | $9.2M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -77.3% | 60,378 | $9.2M |
| Toronto Dominion Bank | 0.02% | Reduce -3.6% | 58,946 | $9.0M |
| Sei Investments Co. | 0.01% | Add +29.4% | 58,788 | $8.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +59.3% | 57,578 | $8.8M |
| GF Fund Management Co. LTD. | 0.15% | Add +11.7% | 56,495 | $8.6M |
| Forsta Ap-Fonden | 0.05% | Reduce -0.8% | 55,820 | $8.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -31.4% | 55,137 | $8.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.06% | Add +15.8% | 54,214 | $8.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -3.0% | 54,030 | $8.2M |
| NewEdge Advisors, LLC | 0.03% | Add +2.0% | 53,487 | $8.1M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +2766.8% | 53,466 | $8.1M |
| Aberdeen Group plc | 0.01% | Reduce -0.6% | 53,226 | $8.1M |
| Capstone Investment Advisors, LLC | 0.08% | Add +298.3% | 53,208 | $8.1M |
| EverSource Wealth Advisors, LLC | 0.29% | Add +48.9% | 52,606 | $8.0M |
| DRW Securities, LLC | 0.60% | New | 52,010 | $7.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +4.7% | 51,720 | $7.9M |
| HBK Investments L P | 0.09% | New | 51,564 | $7.8M |
| Franklin Resources Inc. | 0.00% | Add +8.3% | 51,100 | $7.8M |
| Summit Financial, LLC | 0.11% | Add +57.0% | 50,712 | $7.7M |
| IFM Investors Pty Ltd | 0.06% | Add +1.1% | 50,595 | $7.7M |
| Lido Advisors, LLC | 0.03% | Reduce -0.4% | 22,799 | $7.3M |
| WINTON GROUP Ltd | 0.25% | Add +189.3% | 47,894 | $7.3M |
| Vista Investment Partners Ii, LLC | 3.13% | Add +20.8% | 47,742 | $7.3M |
| MADDEN SECURITIES Corp | 2.20% | Reduce -5.0% | 47,540 | $7.2M |
| Independent Advisor Alliance | 0.17% | Reduce -11.3% | 46,793 | $7.1M |
| Fiduciary Alliance LLC | 0.46% | Add +4.7% | 46,527 | $7.1M |
| Capital Wealth Alliance, LLC | 3.01% | Add +14.0% | 50,972 | $7.1M |
| Pacer Advisors, Inc. | 0.02% | Add +39.7% | 46,290 | $7.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +23.1% | 46,251 | $7.0M |
| USS Investment Management Ltd | 0.03% | Add +8.4% | 44,382 | $6.7M |
| Compass Ion Advisors, LLC | 0.64% | Reduce -12.1% | 43,980 | $6.7M |
| Varma Mutual Pension Insurance Co | 0.04% | Add +12.6% | 42,880 | $6.5M |
| Kingswood Wealth Advisors, LLC | 0.31% | Add +4.2% | 42,750 | $6.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -34.6% | 40,509 | $6.4M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Reduce -4.3% | 40,798 | $6.2M |
| Parallax Volatility Advisers, L.P. | 0.21% | New | 39,735 | $6.0M |
| Capital Fund Management S.A. | 0.06% | Add +1.3% | 39,661 | $6.0M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Reduce -12.7% | 39,300 | $6.0M |
| American Century Companies Inc. | 0.00% | Add +7.6% | 39,216 | $6.0M |
| Moors & Cabot, Inc. | 0.25% | Reduce -0.3% | 39,155 | $5.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | Add +304.3% | 38,537 | $5.9M |
| Vident Advisory, LLC | 0.06% | Reduce -69.9% | 38,665 | $5.9M |
| Kessler Investment Group, LLC | 2.44% | New | 38,042 | $5.8M |
| Acorn Financial Advisory Services Inc. | 0.85% | Reduce -7.6% | 37,770 | $5.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -33.4% | 35,697 | $5.4M |
| Erste Asset Management GmbH | 0.04% | Reduce -10.5% | 33,740 | $5.2M |
| Public Employees Retirement Association of Colorado | 0.02% | Reduce -0.2% | 33,673 | $5.1M |
| iA Global Asset Management Inc. | 0.06% | Add +8.9% | 33,278 | $5.1M |
| Kovack Advisors, Inc. | 0.24% | Add +4779.8% | 32,890 | $5.0M |
| IHT Wealth Management, LLC | 0.12% | Add +5.8% | 32,357 | $4.9M |
| Quantinno Capital Management LP | 0.01% | Add +9.1% | 31,946 | $4.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Add +29.1% | 31,880 | $4.8M |
| Xponance LLC | 0.04% | Add +2.4% | 31,476 | $4.8M |
| QRG Capital Management, Inc. | 0.05% | Reduce -24.0% | 30,923 | $4.7M |
| Shelton Capital Management | 0.09% | Add +12.8% | 30,727 | $4.7M |
| Public Sector Pension Investment Board | 0.02% | Reduce -29.5% | 30,317 | $4.6M |
| Boundless Plain Holdings Ltd | 1.45% | — | 30,000 | $4.6M |
| Elequin Capital, LP | 0.70% | Reduce -2.7% | 29,957 | $4.6M |
| Cresset Asset Management, LLC | 0.02% | Reduce -2.7% | 29,402 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -73.6% | 29,399 | $4.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.76% | Reduce -0.0% | 29,089 | $4.4M |
| OP Asset Management Ltd | 0.05% | Add +5.0% | 29,037 | $4.4M |
| Utah Retirement Systems | 0.04% | Add +0.5% | 29,007 | $4.4M |
| Longitude (Cayman) Ltd. | 3.71% | — | 28,200 | $4.3M |
| X-Square Capital, LLC | 1.40% | Add +54.0% | 28,155 | $4.3M |
| Eurizon Capital SGR S.p.A. | 0.01% | — | 27,856 | $4.2M |
| ARP Global Capital Ltd | 1.28% | — | 27,865 | $4.2M |
| Cibc World Market Inc. | 0.01% | Reduce -32.4% | 27,684 | $4.2M |
| Tobam | 1.02% | Add +0.3% | 27,270 | $4.1M |
| Balyasny Asset Management L.P. | 0.01% | Add +6.3% | 27,056 | $4.1M |
| Janus Henderson Group PLC | 0.00% | Add +41.7% | 26,816 | $4.1M |
| Nordea Investment Management AB | 0.00% | Add +5.6% | 26,347 | $4.0M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -5.0% | 26,184 | $4.0M |
| Rakuten Investment Management, Inc. | 0.01% | Add +1102.1% | 25,509 | $4.0M |
| Drive Wealth Management, LLC | 0.76% | Add +3287.5% | 25,508 | $3.9M |
| Miller Value Partners | 1.35% | Add +65.6% | 25,250 | $3.8M |
| Vontobel Holding Ltd. | 0.01% | Add +51.2% | 25,113 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.4% | 24,952 | $3.8M |
| Cwm, LLC | 0.01% | Add +25.2% | 24,864 | $3.8M |
| Man Group plc | 0.01% | Reduce -18.4% | 24,763 | $3.8M |
| Caitong International Asset Management Co., Ltd | 0.91% | New | 24,516 | $3.7M |
| EagleClaw Capital Managment, LLC | 0.54% | Reduce -2.3% | 24,425 | $3.7M |
| Golden State Wealth Management, LLC | 0.39% | Reduce -1.5% | 24,060 | $3.7M |
| SBI Securities Co., Ltd. | 0.09% | Reduce -27.3% | 23,889 | $3.6M |
| Advisory Services Network, LLC | 0.05% | Add +15.1% | 23,786 | $3.6M |
| Squarepoint Ops LLC | 0.01% | New | 23,696 | $3.6M |
| Investment Management Corp of Ontario | 0.05% | Add +89.9% | 23,197 | $3.5M |
| Focus Partners Wealth | 0.00% | Add +79.4% | 22,879 | $3.5M |
| Macquarie Group Ltd. | 0.02% | Reduce -14.0% | 22,670 | $3.4M |
| ASR Vermogensbeheer N.V. | 0.04% | Reduce -0.8% | 22,631 | $3.4M |
| Verition Fund Management LLC | 0.02% | Add +329.1% | 22,273 | $3.4M |
| Collar Capital Management, LLC | 2.26% | Reduce -2.3% | 22,245 | $3.4M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +12.2% | 22,184 | $3.4M |
| Cibc World Markets Corp. | 0.02% | — | 22,061 | $3.4M |
| Heritage Investors Management Corp. | 0.10% | No change | 21,909 | $3.3M |
| Truvestments Capital LLC | 0.60% | Add +22.9% | 21,773 | $3.3M |
| Cavalier Investments, LLC | 1.03% | Add +86.7% | 21,712 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +3.2% | 21,481 | $3.3M |
| Titleist Asset Management, LLC | 0.26% | Add +6.6% | 21,453 | $3.3M |
| Mackenzie Financial Corp. | 0.00% | Reduce -7.7% | 20,921 | $3.2M |
| Apollon Wealth Management, LLC | 0.06% | Add +62.0% | 21,205 | $3.2M |
| AE Wealth Management LLC | 0.02% | Add +626.8% | 21,107 | $3.2M |
| Profund Advisors LLC | 0.10% | Add +10.5% | 21,084 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -36.3% | 20,915 | $3.2M |
| Blue Sky Capital Consultants Group, Inc. | 1.39% | Add +12.2% | 20,862 | $3.2M |
| CAP Partners, LLC | 1.79% | Add +46.2% | 20,833 | $3.2M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.9% | 20,745 | $3.2M |
| Secure Asset Management, LLC | 0.49% | Add +14.7% | 20,271 | $3.1M |
| United Capital Management of KS, Inc. | 0.43% | Reduce -33.0% | 20,057 | $3.0M |
| GM Advisory Group, LLC | 0.12% | New | 20,010 | $3.0M |
| Harvest Fund Management Co., Ltd | 0.11% | Add +23.4% | 19,989 | $3.0M |
| Rakuten Securities, Inc. | 0.98% | Reduce -21.6% | 19,819 | $3.0M |
| Blair William & Co. | 0.01% | Reduce -1.6% | 19,662 | $3.0M |
| Allstate Corp. | 0.04% | Add +104.5% | 19,613 | $3.0M |
| Farringdon Capital, Ltd. | 0.72% | Add +232.3% | 19,334 | $2.9M |
| Vienna Asset Management LLC | 1.64% | Add +3.0% | 19,047 | $2.9M |
| AQR Capital Management | 0.00% | Add +47.9% | 18,519 | $2.8M |
| Bank of Nova Scotia | 0.00% | Add +32.2% | 18,495 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +311.3% | 18,475 | $2.8M |
| Prudential PLC | 0.02% | Reduce -16.6% | 18,109 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -20.8% | 18,059 | $2.7M |
| PKO Investment Management Joint-Stock Co | 0.22% | Add +20.0% | 18,000 | $2.7M |
| HHM Wealth Advisors, LLC | 0.32% | No change | 17,982 | $2.7M |
| Candriam S.C.A. | 0.01% | Add +12.5% | 17,912 | $2.7M |
| FengHe Fund Management Pte. Ltd. | 0.15% | New | 17,900 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -6.8% | 17,900 | $2.7M |
| Chicago Partners Investment Group LLC | 0.07% | Add +13.3% | 16,452 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -31.6% | 17,497 | $2.7M |
| Kapstone Financial Advisors LLC | 1.28% | Reduce -76.5% | 16,934 | $2.6M |
| Realta Investment Advisors | 0.83% | Add +6.1% | 16,600 | $2.5M |
| Kentucky Retirement Systems | 0.07% | No change | 16,576 | $2.5M |
| Rathbones Group PLC | 0.01% | Add +5.9% | 16,434 | $2.5M |
| Beaird Harris Wealth Management, LLC | 0.17% | Add +0.3% | 16,134 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +70.6% | 16,114 | $2.4M |
| Campbell & CO Investment Adviser LLC | 0.12% | New | 16,043 | $2.4M |
| Finer Wealth Management, Inc. | 1.17% | Reduce -28.3% | 15,948 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -35.5% | 13,656 | $2.4M |
| Gateway Investment Advisers LLC | 0.02% | Reduce -2.0% | 15,743 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.5% | 15,596 | $2.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +26.8% | 15,565 | $2.4M |
| Caprock Group, LLC | 0.05% | Reduce -19.3% | 15,279 | $2.3M |
| Brookstone Capital Management | 0.03% | Reduce -10.4% | 15,260 | $2.3M |
| KPP Advisory Services LLC | 0.33% | Add +0.5% | 14,994 | $2.3M |
| Flow Traders U.S. LLC | 0.07% | Add +1729.7% | 14,912 | $2.3M |
| Patriot Investment Management Group, Inc. | 0.14% | Add +0.5% | 14,538 | $2.2M |
| Western Wealth Management, LLC | 0.10% | Add +0.0% | 14,430 | $2.2M |
| Chokshi & Queen Wealth Advisors, Inc | 1.14% | Add +178.6% | 14,350 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.3% | 14,311 | $2.2M |
| SKY-Mountain Capital Management, Inc. | 1.44% | Reduce -9.3% | 13,517 | $2.2M |
| Readystate Asset Management LP | 0.17% | New | 14,250 | $2.2M |
| Vivid Wealth Management, LLC | 0.83% | Add +82.9% | 13,984 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +14.8% | 13,964 | $2.1M |
| Amalgamated Bank | 0.01% | Add +0.1% | 13,691 | $2.1M |
| Prospera Financial Services Inc | 0.03% | Add +47.6% | 13,538 | $2.1M |
| Prelude Capital Management, LLC | 0.15% | New | 13,303 | $2.0M |
| Gulf International Bank (UK) Ltd | 0.07% | No change | 13,249 | $2.0M |
| Capstone Financial Advisors, Inc. | 0.11% | Reduce -20.8% | 13,224 | $2.0M |
| Maryland State Retirement & Pension System | 0.04% | No change | 13,168 | $2.0M |
| Trivium Point Advisory, LLC | 0.19% | Reduce -0.3% | 12,676 | $1.9M |
| RFG Advisory, LLC | 0.04% | Reduce -60.6% | 12,540 | $1.9M |
| Sovran Advisors, LLC | 0.16% | Reduce -8.6% | 11,146 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Reduce -10.8% | 12,412 | $1.9M |
| Ethic Inc. | 0.03% | Reduce -2.4% | 12,341 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.3% | 12,334 | $1.9M |
| Wedbush Securities Inc. | 0.05% | Add +10.6% | 12,085 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -20.3% | 11,777 | $1.8M |
| Allianz Asset Management GmbH | 0.00% | Reduce -1.2% | 11,296 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +44.6% | 11,284 | $1.7M |
| Axxcess Wealth Management, LLC | 0.03% | Add +21.6% | 11,202 | $1.7M |
| AG2R La Mondiale Gestion D'actifs | 0.07% | Add +19.1% | 11,109 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -48.9% | 11,063 | $1.7M |
| Disciplined Investors, L.L.C. | 1.09% | Add +134.1% | 10,930 | $1.7M |
| Capital International Sarl | 0.03% | Reduce -52.7% | 10,805 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Add +123.6% | 10,746 | $1.6M |
| Equitable Trust Co. | 0.07% | New | 10,487 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +297.0% | 10,394 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +8.3% | 10,375 | $1.6M |
| Lombard Odier Asset Management (Switzerland) SA | 0.07% | New | 10,334 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -52.0% | 10,098 | $1.5M |
| VestGen Advisors, LLC | 0.07% | Add +110.4% | 10,097 | $1.5M |
| Argent Advisors, Inc. | 0.42% | Reduce -9.1% | 10,000 | $1.5M |
| Tokio Marine Asset Management Co. Ltd. | 0.05% | Add +11.0% | 9,997 | $1.5M |
| Bridgewater Associates | 0.01% | No change | 9,994 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -34.8% | 9,982 | $1.5M |
| Visionary Wealth Advisors | 0.07% | Add +2.1% | 9,962 | $1.5M |
| Evexia Wealth LLC | 0.42% | Add +75.3% | 8,384 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.3% | 9,821 | $1.5M |
| Voya Investment Management LLC | 0.00% | Add +1.1% | 9,770 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -77.2% | 9,700 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +9.9% | 9,678 | $1.5M |
| Brevan Howard Capital Management LP | 0.03% | Reduce -84.4% | 9,675 | $1.5M |
| Group One Trading LLC | 0.04% | Reduce -83.7% | 9,635 | $1.5M |
| Wellington Management Group LLP | 0.00% | Reduce -9.4% | 9,621 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +49.9% | 9,566 | $1.5M |
| Avior Wealth Management, LLC | 0.04% | Reduce -2.9% | 9,438 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 9,358 | $1.4M |
| North Dakota State Investment Board | 0.05% | — | 9,295 | $1.4M |
| E. Ohman J:or Asset Management AB | 0.03% | New | 9,263 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -20.1% | 9,237 | $1.4M |
| Sepio Capital, LP | 0.08% | Add +19.8% | 9,221 | $1.4M |
| Dba Trading, LLC | 1.40% | — | 9,200 | $1.4M |
| Am Investment Strategies LLC | 0.29% | Add +223.4% | 9,192 | $1.4M |
| Optiver Holding B.V. | 0.03% | Reduce -83.3% | 9,182 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -17.0% | 9,162 | $1.4M |
| World Investment Advisors | 0.02% | Add +27.6% | 9,154 | $1.4M |
| Norinchukin Bank, The | 0.02% | Add +20.5% | 9,091 | $1.4M |
| Bellecapital International Ltd. | 0.24% | Add +179.2% | 9,045 | $1.4M |
| NFSG Corp | 0.21% | Reduce -2.7% | 8,998 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -35.3% | 8,958 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +26.8% | 8,917 | $1.4M |
| Tred Avon Family Wealth, LLC | 0.44% | Reduce -8.8% | 8,906 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -29.1% | 8,905 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | Reduce -41.1% | 8,745 | $1.3M |
| Osmosis Investment Management UK Ltd | 0.03% | — | 8,731 | $1.3M |
| Thompson David Blair | 0.75% | — | 8,674 | $1.3M |
| Boothbay Fund Management, LLC | 0.04% | Add +781.3% | 8,672 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -6.2% | 8,604 | $1.3M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -0.4% | 8,448 | $1.3M |
| Wallace Hart LLC | 0.95% | Add +6.3% | 8,440 | $1.3M |
| Johns Hopkins University | 0.09% | New | 8,400 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -1.4% | 10,032 | $1.3M |
| Polianta Ltd | 0.17% | Add +93.0% | 8,300 | $1.3M |
| Alchemi Wealth, LLC | 0.69% | — | 8,292 | $1.3M |
| LCM Capital Management Inc | 0.60% | Add +59.9% | 8,139 | $1.2M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -69.6% | 8,130 | $1.2M |
| Verus Capital Partners, LLC | 0.08% | Add +7.6% | 8,072 | $1.2M |
| HighPoint Advisor Group LLC | 0.03% | Add +55.1% | 8,038 | $1.2M |
| Strategic Advocates LLC | 0.31% | Add +1.6% | 7,812 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +5.7% | 7,728 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -0.9% | 7,419 | $1.2M |
| China Universal Asset Management Co., Ltd. | 0.09% | Add +8.7% | 7,576 | $1.2M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.50% | Reduce -1.0% | 7,469 | $1.1M |
| BLKBRD Asset Management, LP | 1.53% | Reduce -93.5% | 7,468 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +9.7% | 7,426 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -7.9% | 7,362 | $1.1M |
| Traphagen Investment Advisors LLC | 0.09% | Add +2.7% | 7,357 | $1.1M |
| Signal Advisors Wealth, LLC | 0.09% | Add +4.0% | 7,290 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +5.7% | 7,256 | $1.1M |
| Partners Wealth Management, LLC | 1.12% | Reduce -0.3% | 7,059 | $1.1M |
| Wahed Invest LLC | 0.14% | Reduce -1.6% | 7,053 | $1.1M |
| Pinnacle Wealth Management, LLC | 0.71% | Add +11.9% | 6,982 | $1.1M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.07% | No change | 6,948 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.2% | 6,944 | $1.1M |
| Faithward Advisors, LLC | 0.15% | Add +0.4% | 6,903 | $1.0M |
| Waldron Private Wealth LLC | 0.04% | Add +6.5% | 6,898 | $1.0M |
| Centaurus Financial, Inc. | 0.05% | Add +2.0% | 6,856 | $1.0M |
| J. Derek Lewis & Associates Inc. | 0.24% | — | 6,753 | $1.0M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 6,753 | $1.0M |
| Virtus Investment Advisers, LLC | 0.28% | New | 6,701 | $1.0M |
| Daviman Financial, LLC | 0.59% | — | 6,668 | $1.0M |
| Polymer Capital Management (US) LLC | 0.13% | New | 6,645 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -10.8% | 6,629 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.0% | 6,592 | $1.0M |
| MBL Wealth, LLC | 0.08% | Add +137.5% | 6,514 | $990K |
| Choreo, LLC | 0.01% | Add +11.6% | 6,359 | $990K |
| RK Capital Management, LLC | 0.06% | New | 6,477 | $984K |
| QTR Family Wealth, LLC | 0.43% | Add +20.3% | 7,352 | $978K |
| MAI Capital Management | 0.01% | Add +18.3% | 6,418 | $975K |
| FIL Ltd | 0.00% | Reduce -8.8% | 6,361 | $967K |
| PFG Investments, LLC | 0.05% | Add +98.7% | 6,317 | $960K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -3.3% | 6,288 | $956K |
| Sun Financial Inc | 0.53% | — | 6,271 | $953K |
| Core Wealth Partners LLC | 0.43% | Reduce -2.0% | 6,242 | $948K |
| Thryve Wealth Management LLC | 0.46% | — | 6,128 | $931K |
| Sage Mountain Advisors LLC | 0.05% | Add +38.9% | 5,985 | $909K |
| Comerica Bank | 0.00% | Reduce -28.8% | 5,893 | $895K |
| &partners | 0.00% | Add +6.4% | 5,899 | $895K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | Reduce -52.2% | 5,863 | $891K |
| 111 Capital | 0.19% | Reduce -11.5% | 5,858 | $890K |
| Lifeworks Advisors, LLC | 0.11% | Reduce -9.8% | 5,804 | $882K |
| State of Michigan Retirement System | 0.00% | New | 5,800 | $881K |
| Fiduciary Trust Co | 0.01% | Reduce -0.1% | 5,785 | $879K |
| Two Sigma Investments, LP | 0.00% | New | 5,750 | $874K |
| Oak Thistle LLC | 0.12% | Add +178.4% | 5,680 | $863K |
| Covenant Asset Management, LLC | 0.16% | Add +2.1% | 5,616 | $853K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.26% | No change | 5,614 | $853K |
| Siemens Fonds Invest GmbH | 0.05% | Add +7.9% | 5,458 | $849K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.45% | — | 5,578 | $848K |
| Maripau Wealth Management LLC | 0.39% | Add +6.3% | 5,535 | $841K |
| Merit Financial Group, LLC | 0.01% | Reduce -53.5% | 5,511 | $837K |
| Oasis Advisors, LLC | 0.44% | — | 5,475 | $832K |
| Arkadios Wealth Advisors | 0.02% | Reduce -3.9% | 5,444 | $827K |
| TrinityBridge Ltd | 0.02% | Add +80.6% | 5,410 | $822K |
| Citizens Financial Group Inc. | 0.01% | Reduce -17.4% | 5,373 | $816K |
| Perennial Investment Advisors, LLC | 0.06% | Add +1.6% | 5,321 | $809K |
| Sterling Investment Advisors, Ltd. | 0.15% | Add +3.0% | 5,310 | $807K |
| Atom Investors LP | 0.06% | New | 5,302 | $806K |
| FORA Capital, LLC | 0.10% | New | 5,295 | $805K |
| Keebeck Wealth Management | 0.09% | Reduce -2.3% | 5,227 | $794K |
| Beacon Capital Management, LLC | 0.12% | Add +1.1% | 5,221 | $793K |
| Capital International Ltd. | 0.03% | Reduce -61.7% | 5,215 | $792K |
| Andina Capital Management, LLC | 0.47% | Add +175.3% | 5,161 | $784K |
| Kintra Wealth, LLC | 0.11% | Reduce -5.5% | 5,143 | $781K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 5,017 | $781K |
| UniSuper Management Pty Ltd | 0.00% | Add +18.6% | 5,100 | $775K |
| MetLife Investment Management, LLC | 0.00% | Add +0.1% | 5,099 | $775K |
| Vestcor Inc | 0.02% | No change | 5,097 | $774K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +9.3% | 4,989 | $758K |
| Waverly Advisors, LLC | 0.01% | Add +15.2% | 4,902 | $745K |
| Harfst & Associates, Inc. | 0.13% | Reduce -0.9% | 4,858 | $738K |
| Larson Financial Group LLC | 0.02% | Add +12.6% | 4,811 | $731K |
| Woodline Partners LP | 0.00% | New | 4,811 | $731K |
| Keybank National Association | 0.00% | Add +7.7% | 4,805 | $730K |
| Principle Wealth Partners LLC | 0.04% | Add +392.6% | 4,763 | $724K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -6.4% | 4,699 | $714K |
| Intech Investment Management LLC | 0.01% | Reduce -48.1% | 4,697 | $714K |
| Oxler Private Wealth LLC | 0.21% | Reduce -8.6% | 4,678 | $711K |
| ZEGA Investments, LLC | 0.14% | Reduce -46.7% | 4,676 | $711K |
| Teamwork Financial Advisors, LLC | 0.08% | Reduce -87.7% | 4,644 | $706K |
| Nomura Asset Management International Inc. | 0.00% | — | 4,610 | $700K |
| Metis Global Partners, LLC | 0.02% | Reduce -4.0% | 4,486 | $682K |
| Abound Financial, LLC | 0.26% | Add +2.4% | 4,460 | $678K |
| Venturi Wealth Management, LLC | 0.03% | New | 4,460 | $678K |
| CTC Alternative Strategies, Ltd. | 1.24% | Reduce -27.1% | 4,366 | $663K |
| EP Wealth Advisors, LLC | 0.00% | — | 4,365 | $663K |
| IFP Advisors, Inc | 0.01% | Add +52.6% | 4,331 | $658K |
| Aviso Wealth Management | 0.28% | No change | 4,330 | $658K |
| Nwam LLC | 0.04% | Add +41.0% | 4,270 | $655K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -19.3% | 4,313 | $655K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -1.3% | 4,311 | $655K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.1% | 4,310 | $655K |
| Piar LLC | 0.50% | Add +126.3% | 4,300 | $653K |
| ICICI Prudential Asset Management Co Ltd | 0.08% | Add +6.0% | 4,296 | $653K |
| Sowell Financial Services LLC | 0.02% | Add +1.4% | 4,255 | $646K |
| Fort Point Capital Partners LLC | 0.08% | Reduce -0.1% | 3,762 | $643K |
| TCW Group Inc. | 0.00% | New | 4,212 | $640K |
| Bonfire Financial | 0.48% | Add +3.4% | 4,205 | $639K |
| Two Sigma Securities, LLC | 0.09% | New | 4,190 | $637K |
| Engineers Gate Manager LP | 0.01% | Reduce -68.0% | 4,177 | $635K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -23.2% | 4,146 | $630K |
| Independent Family Office, LLC | 0.26% | No change | 4,100 | $623K |
| Savvy Advisors, Inc. | 0.02% | Add +35.8% | 4,087 | $621K |
| Simplicity Wealth,LLC | 0.04% | Reduce -14.3% | 4,074 | $619K |
| Ieq Capital, LLC | 0.00% | Add +6.4% | 4,040 | $614K |
| CENTRAL TRUST Co | 0.01% | No change | 4,025 | $612K |
| United Asset Strategies, Inc. | 0.05% | Add +3.1% | 4,005 | $609K |
| Woodward Diversified Capital, LLC | 0.28% | Add +42.0% | 3,999 | $608K |
| Maridea Wealth Management LLC | 0.09% | Reduce -55.4% | 3,995 | $607K |
| Principal Financial Group Inc. | 0.00% | Reduce -33.1% | 3,994 | $607K |
| First Foundation Advisors | 0.02% | Add +0.5% | 3,992 | $607K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.03% | New | 3,887 | $591K |
| AXS Investments LLC | 0.20% | Add +13.5% | 3,875 | $589K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.40% | Reduce -78.1% | 3,349 | $582K |
| E6 Portfolios, LLC | 0.66% | — | 3,777 | $574K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -24.4% | 3,775 | $574K |
| Nicholas Wealth, LLC. | 0.39% | Add +27.0% | 3,769 | $573K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -14.0% | 3,743 | $569K |
| Yousif Capital Management, LLC | 0.01% | Add +2.5% | 3,514 | $563K |
| Howard Capital Management, LLC | 0.01% | Add +2.8% | 3,684 | $560K |
| Client 1ST Advisory Group, LLC | 0.18% | Reduce -1.7% | 3,680 | $559K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -14.1% | 3,655 | $555K |
| Bridgefront Capital, LLC | 0.14% | New | 3,622 | $550K |
| Evergreen Capital Management LLC | 0.01% | Add +82.9% | 3,590 | $546K |
| Mosley Wealth Management | 0.25% | — | 1,638 | $542K |
| Banco Santander, S.A. | 0.00% | New | 3,547 | $539K |
| Commerce Bank | 0.00% | Reduce -11.2% | 3,547 | $539K |
| Family Capital Management, Inc. | 0.24% | Reduce -20.9% | 3,513 | $534K |
| Northeast Financial Group, Inc. | 0.13% | Reduce -34.0% | 3,500 | $532K |
| AMG National Trust Bank | 0.01% | New | 3,475 | $528K |
| Parallel Advisors, LLC | 0.01% | Add +11.2% | 3,473 | $528K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -72.1% | 3,443 | $523K |
| Pennsylvania Capital Management Inc. | 0.14% | Reduce -0.3% | 3,432 | $521K |
| Cane Capital Partners, LLC | 0.22% | — | 3,429 | $521K |
| Cynosure Group, LLC | 0.05% | New | 3,403 | $517K |
| Park Avenue Securities LLC | 0.00% | Reduce -81.0% | 3,403 | $517K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +10.3% | 3,370 | $512K |
| KG Capital Management | 0.13% | Reduce -42.5% | 3,348 | $509K |
| Hartline Investment Corp./ | 0.05% | Reduce -36.0% | 3,335 | $507K |
| StoneX Group Inc. | 0.02% | Reduce -75.7% | 3,316 | $504K |
| Raiffeisen Bank International AG | 0.01% | No change | 3,238 | $504K |
| Ballentine Partners, LLC | 0.01% | Reduce -12.4% | 3,305 | $502K |
| Wedmont Private Capital | 0.02% | Reduce -24.6% | 3,101 | $502K |
| Invictus Private Wealth, LLC | 0.03% | Reduce -55.8% | 3,280 | $498K |
| Convergence Financial, LLC | 0.07% | No change | 3,260 | $495K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 3,260 | $495K |
| Greenline Wealth Management LLC | 0.51% | — | 3,258 | $495K |
| Navellier & Associates Inc. | 0.06% | Reduce -53.6% | 3,253 | $494K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -2.2% | 3,243 | $493K |
| Lauer Wealth, LLC | 0.37% | Reduce -18.9% | 2,901 | $484K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +38.1% | 2,938 | $484K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -27.6% | 3,184 | $484K |
| Glenmede Trust Co. NA | 0.00% | — | 3,182 | $484K |
| Walleye Partners, LLC | 0.54% | — | 3,171 | $482K |
| Capital International, Inc. | 0.00% | Reduce -73.9% | 3,166 | $481K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -36.0% | 3,161 | $480K |
| Tudor Investment Corporation | 0.00% | Reduce -94.4% | 3,160 | $480K |
| Mgo One Seven LLC | 0.01% | Add +52.5% | 3,157 | $480K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.9% | 3,157 | $480K |
| Carroll Advisory Group, LLC | 0.21% | — | 3,140 | $477K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -34.4% | 3,127 | $475K |
| Means Investment Co., Inc. | 0.04% | Reduce -3.6% | 3,055 | $464K |
| ING Groep NV | 0.00% | Add +36.3% | 3,037 | $461K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -65.8% | 3,010 | $457K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 3,005 | $457K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -23.5% | 3,003 | $456K |
| Alphadyne Asset Management LP | 0.05% | Reduce -0.7% | 2,978 | $453K |
| HB Wealth Management, LLC | 0.00% | Reduce -18.5% | 2,973 | $452K |
| Prospect Financial Services LLC | 0.26% | Add +11.3% | 2,959 | $450K |
| Arax Advisory Partners | 0.01% | New | 2,950 | $448K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 2,936 | $446K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +2.3% | 2,930 | $445K |
| Clear Creek Financial Management, LLC | 0.04% | Add +59.8% | 2,922 | $444K |
| Harbour Investments, Inc. | 0.01% | Reduce -20.9% | 2,906 | $442K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +24.1% | 2,906 | $441K |
| Ankerstar Wealth, LLC | 0.43% | — | 2,873 | $437K |
| Integrity Alliance, Llc. | 0.02% | Reduce -28.5% | 2,850 | $433K |
| Odyssean, LLC | 0.31% | — | 2,842 | $432K |
| Tsfg, LLC | 0.06% | Add +65.0% | 2,818 | $428K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -14.0% | 2,804 | $426K |
| CoreCap Advisors, LLC | 0.01% | Add +22.2% | 2,799 | $425K |
| Fifth Third Bancorp | 0.00% | Reduce -3.8% | 2,790 | $424K |
| DecisionMap Wealth Management, LLC | 0.26% | Reduce -1.4% | 2,785 | $423K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -23.6% | 2,771 | $421K |
| Twin Capital Management Inc. | 0.05% | New | 2,764 | $420K |
| Neuberger Berman Group LLC | 0.00% | Reduce -60.4% | 2,745 | $417K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -32.2% | 2,742 | $417K |
| Principal Securities, Inc. | 0.01% | Add +30.6% | 2,735 | $416K |
| Allegheny Financial Group | 0.06% | Add +1.4% | 2,732 | $415K |
| Gsa Capital Partners LLP | 0.04% | Reduce -1.0% | 2,706 | $411K |
| Curran Financial Partners, LLC | 0.08% | No change | 2,685 | $408K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -5.3% | 2,672 | $406K |
| True Vision MN LLC | 0.21% | New | 2,671 | $406K |
| Magnus Financial Group LLC | 0.03% | Reduce -31.2% | 2,671 | $406K |
| Trifecta Capital Advisors, LLC | 0.06% | No change | 2,660 | $404K |
| National Wealth Management Group, LLC | 0.14% | Add +4.4% | 2,640 | $401K |
| DV Trading LLC | 0.03% | — | 2,626 | $399K |
| Diligent Investors, LLC | 0.10% | Add +49.3% | 2,623 | $399K |
| Krilogy Financial LLC | 0.01% | Reduce -6.3% | 2,445 | $393K |
| Belpointe Asset Management LLC | 0.01% | Reduce -10.8% | 2,580 | $392K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +25.4% | 2,580 | $392K |
| Formidable Asset Management, LLC | 0.06% | Reduce -73.9% | 1,215 | $391K |
| Diversify Advisory Services, LLC | 0.01% | Add +29.7% | 2,244 | $390K |
| Militia Capital Partners, LP | 0.15% | New | 2,560 | $389K |
| Investment Partners Asset Management, Inc. | 0.24% | No change | 2,559 | $389K |
| T3 Companies, LLC | 0.50% | — | 2,553 | $388K |
| Rothschild Investment LLC | 0.02% | Reduce -0.1% | 2,552 | $388K |
| Cigna Investments Inc. | 0.06% | Reduce -1.7% | 2,546 | $387K |
| Anchyra Partners LLC | 0.12% | — | 2,533 | $385K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -7.0% | 2,362 | $382K |
| Allworth Financial LP | 0.00% | Reduce -10.5% | 2,512 | $382K |
| Synergy Asset Management, LLC | 0.04% | Reduce -7.3% | 2,508 | $381K |
| Rahlfs Capital, LLC | 0.29% | Reduce -4.8% | 2,485 | $378K |
| Flaharty Asset Management, LLC | 0.05% | Add +70.2% | 2,476 | $376K |
| Callan Family Office, LLC | 0.01% | Reduce -36.1% | 2,464 | $374K |
| MTM Investment Management, LLC | 0.12% | Reduce -49.5% | 2,448 | $372K |
| Red Reef Advisors LLC | 0.38% | — | 2,440 | $371K |
| Modern Wealth Management, LLC | 0.01% | Add +0.8% | 2,423 | $368K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -15.4% | 2,405 | $365K |
| Greenleaf Trust | 0.00% | Add +11.2% | 2,399 | $365K |
| Signaturefd, LLC | 0.01% | Reduce -37.0% | 2,379 | $361K |
| Aaron Wealth Advisors LLC | 0.02% | Add +24.3% | 2,374 | $361K |
| Americana Partners, LLC | 0.01% | New | 2,372 | $360K |
| BridgePort Financial Solutions, LLC | 0.10% | No change | 2,330 | $354K |
| Bokf, NA | 0.01% | Reduce -0.3% | 2,317 | $352K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +223.6% | 2,314 | $351K |
| EFG International AG | 0.01% | — | 2,307 | $351K |
| Panagora Asset Management Inc. | 0.00% | New | 2,300 | $349K |
| Vise Technologies, Inc. | 0.01% | Reduce -28.4% | 2,299 | $349K |
| Sierra Capital LLC | 0.04% | New | 2,295 | $349K |
| Kera Capital Partners, Inc. | 0.04% | New | 2,321 | $347K |
| Correct Capital Wealth Management | 0.07% | Reduce -82.2% | 2,281 | $347K |
| International Assets Investment Management, LLC | 0.02% | Add +102.8% | 2,274 | $346K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Add +7.2% | 2,248 | $342K |
| Phoenix Financial Ltd. | 0.00% | Add +55.1% | 2,243 | $340K |
| CI Investments Inc. | 0.00% | Add +23.9% | 2,212 | $336K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +25.3% | 2,197 | $334K |
| Discipline Wealth Solutions, LLC | 0.06% | Add +14.7% | 2,175 | $330K |
| Wick Capital Partners, LLC | 0.06% | No change | 2,171 | $330K |
| Unique Wealth Strategies, LLC | 0.13% | Reduce -21.7% | 2,170 | $330K |
| 180 Wealth Advisors, LLC | 0.04% | New | 2,167 | $329K |
| LongView Wealth Management | 0.08% | No change | 2,000 | $324K |
| Avantax Planning Partners, Inc. | 0.01% | Add +35.1% | 2,107 | $320K |
| Cardiff Park Advisors, LLC | 0.03% | Add +174.1% | 2,094 | $318K |
| Sunbelt Securities, Inc. | 0.02% | Add +55.2% | 2,094 | $318K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.1% | 2,080 | $317K |
| Allianz SE | 0.00% | Reduce -43.8% | 2,078 | $316K |
| Royal Fund Management, LLC | 0.03% | Add +5.5% | 2,077 | $316K |
| AssuredPartners Investment Advisors, LLC | 0.05% | New | 2,075 | $315K |
| Avanza Fonder AB | 0.01% | New | 2,055 | $312K |
| Advisor OS, LLC | 0.03% | Reduce -4.7% | 2,054 | $312K |
| Tanager Wealth Management LLP | 0.03% | Add +14.5% | 2,048 | $311K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -42.3% | 2,044 | $311K |
| BCS Wealth Management | 0.03% | Add +100.0% | 2,030 | $308K |
| Clearstead Advisors, LLC | 0.00% | Add +1.7% | 2,014 | $306K |
| KLCM Advisors, Inc. | 0.03% | New | 2,010 | $305K |
| Frisch Financial Group, Inc. | 0.07% | No change | 2,000 | $304K |
| Lazard Asset Management LLC | 0.00% | Reduce -72.6% | 1,998 | $304K |
| Gilman Hill Asset Management, LLC | 0.05% | Reduce -60.6% | 1,962 | $298K |
| Mountain Capital Investment Advisors Inc. | 0.05% | Add +1.2% | 1,806 | $295K |
| TL Private Wealth | 0.11% | New | 1,860 | $293K |
| Veracity Capital LLC | 0.09% | Add +21.4% | 1,926 | $293K |
| Redwood Wealth Management Group, LLC | 0.12% | Add +51.6% | 1,910 | $290K |
| Riverview Capital Advisers, LLC | 0.09% | No change | 1,908 | $290K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 1,905 | $289K |
| Clientfirst Wealth Management, LLC | 0.23% | New | 1,900 | $289K |
| J. Safra Sarasin Holding AG | 0.00% | New | 1,889 | $287K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 1,888 | $287K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +17.1% | 1,862 | $283K |
| Indivisible Partners | 0.03% | — | 1,859 | $282K |
| Brown Advisory Inc. | 0.00% | Add +5.3% | 1,857 | $282K |
| Claro Advisors Inc. | 0.04% | Add +2.5% | 1,853 | $282K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -34.4% | 1,851 | $281K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -46.0% | 1,850 | $281K |
| Altshuler Shaham Ltd | 0.00% | Add +22975.0% | 1,846 | $281K |
| ABN AMRO Bank N.V. | 0.00% | Add +62.5% | 1,851 | $280K |
| LBMC Investment Advisors, LLC | 0.02% | Reduce -2.7% | 1,840 | $280K |
| McAdam, LLC | 0.01% | Add +6.5% | 1,837 | $279K |
| Victory Financial Group, LLC | 0.03% | New | 1,817 | $276K |
| Evanson Asset Management, LLC | 0.01% | No change | 1,803 | $274K |
| Stonehearth Capital Management, LLC | 0.10% | No change | 1,797 | $273K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -18.3% | 1,797 | $273K |
| Bulltick Wealth Management, LLC | 0.06% | Reduce -1.4% | 1,763 | $268K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -0.1% | 1,759 | $267K |
| Strategic Blueprint, LLC | 0.02% | Add +26.2% | 1,755 | $267K |
| First Financial Bankshares Inc | 0.01% | No change | 1,754 | $267K |
| Empower Advisory Group, LLC | 0.00% | Reduce -16.3% | 1,752 | $266K |
| Souders Financial Advisors | 0.03% | Reduce -7.6% | 1,751 | $266K |
| Sava Infond d.o.o. | 0.04% | Add +105.9% | 1,750 | $266K |
| McGuire Capital Advisors Inc. | 0.17% | — | 1,746 | $265K |
| Wolverine Asset Management LLC | 0.02% | New | 1,740 | $264K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -1.4% | 1,723 | $262K |
| CHICAGO TRUST Co NA | 0.04% | Reduce -3.2% | 1,716 | $261K |
| Wealthspire Advisors, LLC | 0.00% | Add +35.6% | 1,714 | $260K |
| Red Door Wealth Management, LLC | 0.03% | Add +7.8% | 1,708 | $260K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,700 | $258K |
| Miller Capital Partners, Inc. | 0.13% | — | 1,696 | $258K |
| BayBridge Capital Group, LLC | 0.16% | New | 1,660 | $252K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.8% | 1,648 | $250K |
| Innovative Advisory Group, LLC | 0.16% | Add +9.2% | 1,646 | $250K |
| Simon Quick Advisors, LLC | 0.01% | New | 1,631 | $248K |
| PYA Waltman Capital, LLC | 0.07% | Add +111.0% | 1,625 | $247K |
| MJP Associates Inc. | 0.03% | Reduce -5.9% | 1,622 | $246K |
| Venture Visionary Partners LLC | 0.01% | Reduce -35.7% | 1,621 | $246K |
| Centurion Wealth Management LLC | 0.05% | No change | 1,615 | $245K |
| Canal Capital Management, LLC | 0.03% | Reduce -39.1% | 1,615 | $245K |
| Certior Financial Group, LLC | 0.17% | Add +0.2% | 1,608 | $244K |
| Key Client Fiduciary Advisors, LLC | 0.08% | Reduce -30.3% | 1,601 | $243K |
| Milestone Asset Management, LLC | 0.05% | Add +0.3% | 1,601 | $243K |
| Mb, Levis & Associates, LLC | 0.10% | No change | 1,600 | $243K |
| Consolidated Capital Management, LLC | 0.07% | No change | 1,600 | $243K |
| Annandale Capital, LLC | 0.04% | New | 1,600 | $243K |
| HUB Investment Partners, LLC | 0.01% | Reduce -44.4% | 1,590 | $242K |
| Norden Group LLC | 0.02% | Reduce -13.3% | 1,583 | $241K |
| One Capital Management, LLC | 0.01% | No change | 1,581 | $240K |
| Citrine Capital LLC | 0.11% | No change | 1,579 | $240K |
| Tamar Securities, LLC | 0.03% | New | 1,577 | $240K |
| Unique Wealth, LLC | 0.03% | Reduce -0.1% | 1,573 | $239K |
| Compound Planning, Inc. | 0.01% | Reduce -18.6% | 1,561 | $237K |
| Hollencrest Capital Management | 0.01% | Reduce -0.1% | 1,560 | $237K |
| Advisors Preferred, LLC | 0.04% | New | 1,500 | $236K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | — | 1,537 | $234K |
| Calamos Wealth Management LLC | 0.01% | Reduce -2.6% | 1,507 | $229K |
| Regions Financial Corp. | 0.00% | Add +41.4% | 1,502 | $228K |
| Shay Capital LLC | 0.04% | New | 1,500 | $228K |
| San Luis Wealth Advisors LLC | 0.04% | Reduce -24.4% | 1,482 | $225K |
| R Squared Ltd | 0.11% | New | 1,480 | $225K |
| Baird Financial Group, Inc. | 0.00% | Reduce -81.9% | 1,476 | $224K |
| Aventura Private Wealth, LLC | 0.08% | No change | 1,474 | $224K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -10.2% | 1,472 | $224K |
| Mutual Advisors, LLC | 0.00% | Reduce -19.1% | 1,459 | $222K |
| Daymark Wealth Partners, LLC | 0.01% | Add +20.3% | 1,457 | $221K |
| Graham Capital Management, L.P. | 0.01% | Add +17.6% | 1,452 | $221K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 1,450 | $220K |
| STF Management LP | 0.21% | Reduce -53.9% | 1,445 | $220K |
| Penserra Capital Management LLC | 0.00% | Add +6.3% | 1,433 | $217K |
| Legacy Wealth Managment, LLC | 0.10% | Reduce -80.9% | 1,428 | $217K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +19080.0% | 221,529 | $216K |
| Ionic Capital Management LLC | 0.25% | Reduce -29.1% | 1,419 | $216K |
| Baader Bank Aktiengesellschaft | 0.02% | Reduce -50.1% | 2,298 | $215K |
| Trek Financial, LLC | 0.01% | Reduce -20.5% | 1,402 | $213K |
| GTS Securities LLC | 0.01% | Reduce -83.0% | 1,398 | $212K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -50.0% | 1,388 | $211K |
| Smartleaf Asset Management LLC | 0.01% | Add +13.4% | 1,329 | $207K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -27.3% | 1,348 | $205K |
| L2 Asset Management, LLC | 0.03% | Add +10.5% | 1,346 | $205K |
| Abc Arbitrage SA | 0.02% | New | 1,330 | $202K |
| Berkeley Capital Partners, LLC | 0.05% | Reduce -12.1% | 1,323 | $201K |
| Portside Wealth Group, LLC | 0.03% | Reduce -16.6% | 1,294 | $197K |
| Rossby Financial, LCC | 0.06% | Add +0.6% | 1,210 | $184K |
| MRP Capital Investments, LLC | 0.15% | Add +20.0% | 1,200 | $182K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.06% | No change | 1,200 | $182K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.4% | 1,169 | $178K |
| Hoey Investments, Inc. | 0.02% | Reduce -45.0% | 1,100 | $167K |
| Glass Jacobson Investment Advisors llc | 0.06% | No change | 1,079 | $164K |
| Sterling Capital Management LLC | 0.00% | Reduce -29.4% | 1,072 | $163K |
| Pin Oak Investment Advisors Inc. | 0.11% | No change | 1,203 | $162K |
| SageView Advisory Group, LLC | 0.01% | New | 996 | $151K |
| Creative Financial Designs Inc. | 0.01% | Add +39.7% | 933 | $142K |
| AlphaQuest LLC | 0.01% | Reduce -14.8% | 918 | $139K |
| Horizon Investments, LLC | 0.00% | New | 871 | $132K |
| Centiva Capital, LP | 0.01% | New | 844 | $128K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.8% | 820 | $125K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.04% | Add +266.0% | 860 | $120K |
| Abound Wealth Management | 0.03% | Reduce -37.2% | 747 | $113K |
| Stelac Advisory Services LLC | 0.04% | No change | 740 | $112K |
| Ostrum Asset Management | 0.01% | Reduce -24.9% | 739 | $112K |
| Pacific Center for Financial Services | 0.03% | No change | 330 | $106K |
| Root Financial Partners, LLC | 0.01% | Reduce -1.0% | 694 | $105K |
| Westpac Banking Corp. | 0.01% | New | 656 | $100K |
| Dagco, Inc. | 0.02% | Add +280.8% | 655 | $100K |
| Basecamp Wealth Advisors LLC | 0.02% | — | 624 | $95K |
| GAMMA Investing LLC | 0.00% | Reduce -37.7% | 622 | $95K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 600 | $91K |
| Twin Tree Management, LP | 0.01% | Reduce -91.2% | 582 | $88K |
| Wexford Capital LP | 0.02% | New | 567 | $86K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -9.6% | 566 | $86K |
| WPG Advisers, LLC | 0.06% | Reduce -6.2% | 563 | $86K |
| Blue Trust, Inc. | 0.00% | Add +3.9% | 563 | $85K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 545 | $83K |
| Financial Perspectives, Inc | 0.02% | Reduce -40.7% | 541 | $82K |
| Intesa Sanpaolo Wealth Management | 0.02% | — | 540 | $82K |
| CX Institutional | 0.00% | Add +36.7% | 540 | $82K |
| MCF Advisors LLC | 0.00% | No change | 539 | $82K |
| Ofi Invest Asset Management | 0.00% | New | 629 | $81K |
| N.E.W. Advisory Services LLC | 0.01% | New | 522 | $79K |
| Chung Wu Investment Group, LLC | 0.06% | Reduce -65.4% | 515 | $78K |
| Ancora Advisors LLC | 0.00% | Add +40.8% | 507 | $77K |
| Private Trust Co. NA | 0.01% | Add +149.3% | 501 | $76K |
| BigSur Wealth Management LLC | 0.02% | New | 500 | $76K |
| Weaver Capital Management LLC | 0.02% | No change | 500 | $76K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.2% | 484 | $73K |
| REAP Financial Group, LLC | 0.01% | Add +0.9% | 455 | $69K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 441 | $67K |
| Evermay Wealth Management LLC | 0.01% | No change | 427 | $65K |
| SHP Wealth Management | 0.00% | — | 417 | $63K |
| Summit Securities Group LLC | 0.01% | New | 408 | $62K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -11.8% | 398 | $60K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +3.7% | 396 | $60K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 392 | $60K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | Add +5428.6% | 387 | $59K |
| Assetmark, Inc. | 0.00% | Reduce -65.0% | 387 | $59K |
| Bogart Wealth, LLC | 0.00% | Add +0.3% | 370 | $56K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 166 | $56K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +1066.7% | 350 | $53K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 341 | $52K |
| Vestor Capital, LLC | 0.00% | Add +208.2% | 1,091 | $51K |
| Huntington National Bank | 0.00% | Reduce -28.0% | 334 | $51K |
| Flagship Harbor Advisors, LLC | 0.00% | Reduce -68.3% | 316 | $48K |
| Reflection Asset Management | 0.03% | — | 314 | $48K |
| Eq Wealth Advisors, LLC | 0.03% | New | 307 | $47K |
| North Star Investment Management Corp. | 0.00% | Add +2.0% | 306 | $46K |
| IAG Wealth Partners, LLC | 0.01% | Add +147.5% | 302 | $46K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -6.3% | 295 | $45K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -56.4% | 290 | $44K |
| Jones Financial Companies LLLP | 0.00% | New | 281 | $43K |
| Cornerstone Planning Group LLC | 0.01% | Add +576.9% | 264 | $42K |
| Vision Retirement, LLC | 0.01% | — | 268 | $41K |
| Itau Unibanco Holding S.A. | 0.00% | New | 262 | $40K |
| City State Bank | 0.01% | Add +354.6% | 250 | $38K |
| Burkett Financial Services, LLC | 0.01% | No change | 250 | $38K |
| Quarry LP | 0.01% | Add +96.8% | 246 | $37K |
| Glen Eagle Advisors, LLC | 0.00% | Add +5.5% | 230 | $35K |
| Triumph Capital Management | 0.01% | New | 227 | $34K |
| Westside Investment Management, Inc. | 0.01% | Reduce -27.2% | 219 | $33K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 210 | $32K |
| Quaker Wealth Management, LLC | 0.01% | Add +1.5% | 205 | $31K |
| Versant Capital Management, Inc | 0.00% | Reduce -59.0% | 202 | $31K |
| SJS Investment Consulting Inc. | 0.00% | Add +71.8% | 201 | $31K |
| Wilkerson Advisory Group LLC | 0.01% | — | 200 | $30K |
| Costello Asset Management, INC | 0.01% | No change | 200 | $30K |
| Dogwood Wealth Management LLC | 0.01% | Add +280.0% | 190 | $29K |
| Darwin Wealth Management, LLC | 0.01% | No change | 190 | $29K |
| HighMark Wealth Management LLC | 0.01% | Add +15.6% | 185 | $28K |
| TFC Financial Management, Inc. | 0.00% | Reduce -6.8% | 177 | $27K |
| St Germain D J Co. Inc. | 0.00% | No change | 177 | $27K |
| Salomon & Ludwin, LLC | 0.00% | Add +48.2% | 163 | $27K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 175 | $27K |
| Sound Income Strategies, LLC | 0.00% | Add +132.3% | 144 | $25K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +60.0% | 160 | $24K |
| CVA Family Office, LLC | 0.00% | Reduce -20.2% | 158 | $24K |
| Clearstead Trust, LLC | 0.00% | Add +442.9% | 152 | $23K |
| Motiv8 Investments LLC | 0.01% | New | 135 | $21K |
| Covestor Ltd | 0.01% | Add +8.0% | 135 | $21K |
| Nemes Rush Group LLC | 0.00% | Add +0.7% | 137 | $21K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -88.4% | 130 | $20K |
| Cheviot Value Management, LLC | 0.00% | No change | 120 | $19K |
| ORG Partners LLC | 0.00% | Reduce -0.8% | 125 | $19K |
| Themes Management Co LLC | 0.01% | — | 122 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Add +2.5% | 121 | $18K |
| Bessemer Group Inc. | 0.00% | Reduce -15.3% | 116 | $18K |
| Meeder Asset Management Inc. | 0.00% | Reduce -21.3% | 118 | $18K |
| Private Wealth Management Group, LLC | 0.00% | Add +15.8% | 117 | $18K |
| Financial Freedom, LLC | 0.01% | No change | 115 | $17K |
| Modus Advisors, LLC | 0.00% | New | 109 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 109 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -8.6% | 107 | $16K |
| Kemnay Advisory Services Inc. | 0.00% | New | 107 | $16K |
| Horrell Capital Management, Inc. | 0.01% | Add +1.9% | 105 | $16K |
| Arlington Trust Co LLC | 0.00% | Reduce -28.4% | 101 | $15K |
| Quent Capital, LLC | 0.00% | Reduce -1.0% | 101 | $15K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -33.3% | 100 | $15K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -20.3% | 98 | $15K |
| Tucker Asset Management LLC | 0.00% | New | 95 | $14K |
| Financial Management Professionals, Inc. | 0.00% | Add +850.0% | 95 | $14K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 92 | $14K |
| Maseco LLP | 0.00% | New | 90 | $14K |
| MV Capital Management, Inc. | 0.00% | Reduce -5.4% | 87 | $13K |
| Crewe Advisors LLC | 0.00% | Add +81.3% | 87 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 86 | $13K |
| First PREMIER Bank | 0.00% | No change | 84 | $13K |
| Avalon Trust Co | 0.00% | No change | 85 | $13K |
| Gilpin Wealth Management, LLC | 0.01% | — | 80 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 80 | $12K |
| First Horizon Corp. | 0.00% | Reduce -78.2% | 76 | $12K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 74 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -19.8% | 69 | $10K |
| UMB Bank, n.a. | 0.00% | Reduce -45.6% | 68 | $10K |
| McIlrath & Eck, LLC | 0.00% | Reduce -90.4% | 64 | $10K |
| Osbon Capital Management LLC | 0.01% | — | 60 | $9K |
| Byrne Asset Management LLC | 0.01% | Add +5900.0% | 60 | $9K |
| Banque Transatlantique SA | 0.00% | Reduce -99.1% | 60 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +93.3% | 58 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 57 | $9K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 56 | $9K |
| Quadrant Capital Group LLC | 0.00% | Reduce -19.4% | 54 | $8K |
| S&T Bank | 0.00% | Add +80.0% | 54 | $8K |
| MidFirst Bank | 0.00% | — | 54 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -71.3% | 53 | $8K |
| Trust Co | 0.00% | Add +2.0% | 51 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 50 | $8K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -69.7% | 50 | $8K |
| Jessup Wealth Management, Inc | 0.00% | New | 50 | $8K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -73.5% | 50 | $8K |
| Bank of New Hampshire | 0.00% | No change | 50 | $8K |
| HM Payson & Co. | 0.00% | No change | 50 | $8K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | — | 50 | $7K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -92.8% | 49 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 48 | $7K |
| Chilton Capital Management LLC | 0.00% | No change | 48 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +155.6% | 46 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 45 | $7K |
| WealthCollab, LLC | 0.00% | New | 45 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1366.7% | 44 | $7K |
| Manchester Capital Management LLC | 0.00% | Reduce -77.0% | 43 | $7K |
| Valley National Advisers Inc. | 0.00% | New | 44 | $6K |
| Chesapeake Asset Management LLC | 0.00% | No change | 36 | $5K |
| Estate Planners Group, LLC | 0.00% | — | 35 | $5K |
| Highline Wealth Partners LLC | 0.00% | Reduce -46.0% | 34 | $5K |
| Signature Equity Partners, LLC | 0.00% | — | 33 | $5K |
| Aspect Partners, LLC | 0.00% | Add +94.1% | 33 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | Add +6.7% | 32 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -23.8% | 32 | $5K |
| American Capital Advisory, LLC | 0.00% | Add +3.5% | 30 | $5K |
| Marquette Asset Management, LLC | 0.00% | Add +30.4% | 30 | $5K |
| Delta Asset Management LLC | 0.00% | No change | 30 | $5K |
| Strive Financial Group ,LLC | 0.00% | — | 30 | $5K |
| Miller Global Investments, LLC | 0.00% | — | 28 | $4K |
| Align Financial, LLC | 0.00% | — | 4,255 | $4K |
| Inspire Investing, LLC | 0.00% | New | 28 | $4K |
| Sittner & Nelson, LLC | 0.00% | Add +100.0% | 30 | $4K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 27 | $4K |
| Avion Wealth | 0.00% | Reduce -39.2% | 31 | $4K |
| Roble, Belko & Company, Inc | 0.00% | No change | 25 | $4K |
| Addison Advisors LLC | 0.00% | Add +8.3% | 26 | $4K |
| Pinney & Scofield, Inc. | 0.00% | No change | 25 | $4K |
| Bullock Wealth Management Group | 0.00% | — | 25 | $4K |
| Trust Co. of Vermont | 0.00% | Add +66.7% | 25 | $4K |
| Turning Point Benefit Group, Inc. | 0.00% | Add +13.6% | 25 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -39.5% | 23 | $3K |
| Whittier Trust Co. | 0.00% | No change | 22 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 22 | $3K |
| PFS Partners, LLC | 0.00% | No change | 21 | $3K |
| SouthState Bank Corp | 0.00% | Reduce -43.2% | 21 | $3K |
| IMA Advisory Services, Inc. | 0.00% | Add +600.0% | 21 | $3K |
| Navalign, LLC | 0.00% | New | 20 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 20 | $3K |
| Pittenger & Anderson Inc. | 0.00% | New | 20 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +5.6% | 19 | $3K |
| Concord Wealth Partners | 0.00% | No change | 18 | $3K |
| Zions Bancorporation, National Association | 0.00% | Add +50.0% | 18 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -10.5% | 17 | $3K |
| BankPlus Trust Department | 0.00% | No change | 17 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 16 | $2K |
| 2UniFi Bank | 0.00% | New | 16 | $2K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 16 | $2K |
| Caitlin John, LLC | 0.00% | Reduce -96.5% | 15 | $2K |
| RMG Wealth Management LLC | 0.00% | No change | 14 | $2K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -27.8% | 13 | $2K |
| Nvwm, LLC | 0.00% | Reduce -99.5% | 13 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 12 | $2K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| High Note Wealth, LLC | 0.00% | Add +450.0% | 11 | $2K |
| Elyxium Wealth, LLC | 0.00% | New | 10 | $2K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 10 | $2K |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $2K |
| Activest Wealth Management | 0.00% | Reduce -94.2% | 10 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -23.1% | 10 | $2K |
| Basepoint Wealth LLC | 0.00% | New | 10 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -25.0% | 9 | $1K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 9 | $1K |
| Tidemark, LLC | 0.00% | No change | 9 | $1K |
| Oakworth Capital, Inc. | 0.00% | No change | 9 | $1K |
| Torren Management, LLC | 0.00% | — | 8 | $1K |
| Winnacle Wealth LLC | 0.00% | Add +600.0% | 7 | $1K |
| Kilter Group LLC | 0.00% | Reduce -22.2% | 7 | $1K |
| Optima Capital LLC | 0.00% | New | 7 | $1K |
| TD Capital Management LLC | 0.00% | No change | 7 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +200.0% | 6 | $912 |
| Fortitude Family Office, LLC | 0.00% | Reduce -60.0% | 6 | $912 |
| Grove Bank & Trust | 0.00% | Reduce -96.8% | 6 | $912 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 6 | $912 |
| First Command Advisory Services, Inc. | 0.00% | New | 6 | $912 |
| Essential Investment Partners LLC | 0.00% | — | 5 | $760 |
| Independence Bank of Kentucky | 0.00% | New | 5 | $760 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 4 | $608 |
| Nova Wealth Management, Inc. | 0.00% | No change | 3 | $495 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 3 | $456 |
| Sachetta, LLC | 0.00% | Reduce -92.9% | 3 | $456 |
| Breakwater Investment Management | 0.00% | New | 3 | $456 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $456 |
| Acumen Wealth Advisors, LLC | 0.00% | — | 3 | $456 |
| True Wealth Design, LLC | 0.00% | Reduce -72.7% | 3 | $456 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -57.1% | 3 | $456 |
| United Financial Planning Group LLC | 0.00% | New | 2 | $304 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 2 | $304 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $304 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 2 | $304 |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -94.3% | 2 | $302 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 2 | $231 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 1 | $152 |
| Davis Capital Management | 0.00% | Reduce -50.0% | 1 | $152 |
| Wealth Preservation Advisors, LLC | 0.00% | New | 1 | $152 |
| IMG Wealth Management, Inc. | 0.00% | No change | 1 | $152 |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 1 | $152 |
| NorthAvenue LLC | 0.00% | — | 1 | $152 |
| Infrastructure Capital Advisors, LLC | 0.00% | New | 1 | $152 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 1 | $115 |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 1 | $110 |
"% of holder's portfolio" is MSTR's weight in each manager's 13F, not the share of Strategy Inc. the manager owns.