StrategyMSTR

13F holders, Q4 2025 (December 31)
983holders −104
107new positions
251sold out
8famous investors
$152.17avg. 13F price*

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

05001,0001,500 Q1 2024: 530Q1 2024Q2 2024: 592Q2 2024Q3 2024: 662Q3 2024Q4 2024: 993Q4 2024Q1 2025: 1,013Q1 2025Q2 2025: 1,161Q2 2025Q3 2025: 1,087Q3 2025Q4 2025: 983Q4 2025Q1 2026: 946Q1 2026Q2 2026: 852Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions107$391.1M
Exits251$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.