StrategyMSTR
13F holders, Q1 2026 (March 31)946holders −37
114new positions
157sold out
8famous investors
$124.62avg. 13F price*
At the end of Q1 2026, 946 institutions reported holding Strategy Inc. (MSTR) in their 13F filings, down 37 from Q4 2025. 114 opened new positions and 157 sold out. The largest holders were Capital International Investors ($3.9B), BlackRock, Inc. ($2.2B) and Vanguard Portfolio Management LLC ($1.8B). 8 famous investors held it, including Bill Miller (1.7% of Miller Value Partners's portfolio), Jim Simons / Peter Brown (0.4% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $651.4M |
| Exits | 157 | $327.1M |
All 13F filers, Q4 2025 → Q1 2026: 35,130,979 shares bought and 15,835,395 shares sold, net +19,295,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 946 holders
| Capital International Investors | 0.92% | Add +52.5% | 31,441,761 | $3.9B |
| BlackRock, Inc. | 0.04% | Add +21.5% | 17,753,885 | $2.2B |
| Vanguard Portfolio Management LLC | 0.10% | — | 14,741,707 | $1.8B |
| Vanguard Capital Management LLC | 0.04% | — | 14,077,512 | $1.8B |
| Morgan Stanley | 0.07% | Reduce -1.0% | 9,286,014 | $1.2B |
| Invesco Ltd. | 0.11% | Add +11.4% | 8,724,357 | $1.1B |
| Capital Research Global Investors | 0.15% | Add +8.7% | 7,615,709 | $950.4M |
| State Street Corp. | 0.03% | Add +14.6% | 7,020,926 | $876.2M |
| UBS Group AG | 0.14% | Add +9.6% | 6,311,364 | $787.7M |
| Geode Capital Management, LLC | 0.04% | Add +19.0% | 4,655,865 | $579.4M |
| Capital World Investors | 0.07% | Add +47.1% | 4,282,108 | $534.4M |
| Bank of America Corp. | 0.04% | Add +3.0% | 3,965,680 | $494.9M |
| Marex Group Ltd | 4.42% | Add +16.3% | 3,411,673 | $425.8M |
| Defiance ETFs, LLC | 5.17% | New | 2,877,686 | $359.1M |
| Harvest Portfolios Group Inc. | 5.52% | Add +27.0% | 2,679,768 | $334.4M |
| Vanguard Fiduciary Trust Co. | 0.06% | — | 1,949,758 | $243.3M |
| Renaissance Technologies | 0.36% | Add +122.6% | 2,130,881 | $230.8M |
| Cantor Fitzgerald, L. P. | 8.26% | Reduce -25.0% | 1,823,471 | $227.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -23.3% | 1,786,662 | $223.0M |
| Northern Trust Corp. | 0.03% | Add +11.4% | 1,762,014 | $219.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +5.3% | 1,573,730 | $196.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +22.5% | 1,556,608 | $194.3M |
| Alberta Investment Management Corp | 1.18% | New | 1,382,000 | $172.5M |
| Legal & General Group Plc | 0.04% | Add +0.0% | 1,372,447 | $171.3M |
| Tidal Investments LLC | 0.53% | Add +44.6% | 1,360,186 | $169.8M |
| Clear Street Group Inc. | 0.90% | Reduce -34.9% | 1,283,902 | $160.2M |
| Susquehanna International Group, LLP | 0.21% | Add +306.1% | 1,282,636 | $160.1M |
| Citadel Advisors | 0.11% | Add +70.8% | 1,219,979 | $152.3M |
| Bank of New York Mellon Corp | 0.02% | Add +11.2% | 1,014,993 | $126.7M |
| FMR LLC | 0.01% | Add +268.0% | 975,655 | $121.8M |
| Bank of Montreal | 0.04% | Reduce -21.5% | 852,764 | $106.4M |
| National Pension Service | 0.08% | Add +33.8% | 821,985 | $102.6M |
| Deutsche Bank AG | 0.03% | Add +7.3% | 784,919 | $98.0M |
| Barclays PLC | 0.03% | Reduce -32.6% | 771,567 | $96.3M |
| Swiss National Bank | 0.06% | Add +7.1% | 766,100 | $95.6M |
| First Trust Advisors LP | 0.07% | Add +24.3% | 755,890 | $94.3M |
| Wells Fargo & Company | 0.02% | Add +125.0% | 725,977 | $90.6M |
| Citigroup Inc. | 0.06% | Add +42.7% | 723,016 | $90.2M |
| LPL Financial LLC | 0.02% | Add +14.8% | 707,167 | $88.3M |
| Weiss Asset Management LP | 2.14% | Reduce -32.3% | 667,502 | $83.3M |
| Natixis | 0.31% | Add +15.8% | 615,199 | $76.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -1.2% | 599,333 | $74.8M |
| Nuveen, LLC | 0.02% | Add +20.0% | 577,281 | $72.0M |
| SG Americas Securities, LLC | 0.08% | Reduce -23.3% | 558,805 | $69.7M |
| JPMorgan Chase & Co. | 0.00% | Add +13.2% | 564,358 | $68.5M |
| Amundi | 0.02% | Reduce -88.9% | 531,986 | $66.4M |
| National Bank of Canada | 0.07% | Reduce -47.1% | 529,984 | $66.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.06% | — | 527,427 | $65.8M |
| Canada Pension Plan Investment Board | 0.04% | Add +18.8% | 521,186 | $65.0M |
| CTC LLC | 5.05% | Add +117.9% | 505,227 | $63.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.6% | 426,155 | $53.2M |
| Quadrature Capital Ltd | 0.62% | Reduce -44.6% | 419,224 | $52.3M |
| California State Teachers Retirement System | 0.05% | Reduce -1.6% | 401,629 | $50.1M |
| ProShare Advisors LLC | 0.07% | Reduce -4.2% | 400,281 | $50.0M |
| California Public Employees Retirement System | 0.03% | Reduce -17.5% | 388,298 | $48.5M |
| Vontobel Holding Ltd. | 0.16% | Add +1386.7% | 373,356 | $46.6M |
| Rhumbline Advisers | 0.04% | Add +21.4% | 339,745 | $42.4M |
| Royal Bank of Canada | 0.01% | Reduce -70.7% | 339,001 | $42.3M |
| New York State Common Retirement Fund | 0.06% | Add +18.4% | 331,250 | $41.3M |
| HSBC Holdings PLC | 0.02% | Reduce -13.3% | 320,662 | $39.7M |
| Belvedere Trading LLC | 5.17% | Add +87.6% | 310,773 | $38.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +11.1% | 307,183 | $38.3M |
| Foundations Investment Advisors, LLC | 0.47% | Add +14.9% | 305,448 | $38.1M |
| Van Eck Associates Corp. | 0.03% | Reduce -35.4% | 301,427 | $37.6M |
| Old Mission Capital LLC | 0.88% | Reduce -39.8% | 297,631 | $37.2M |
| Cetera Investment Advisers | 0.04% | Add +39.1% | 279,626 | $34.9M |
| LMR Partners LLP | 0.41% | Reduce -33.0% | 278,042 | $34.7M |
| Exchange Traded Concepts, LLC | 0.25% | Add +8.2% | 262,066 | $32.7M |
| State Board of Administration of Florida Retirement System | 0.06% | Add +9.9% | 260,150 | $32.5M |
| Ofi Invest Asset Management | 0.38% | Add +42371.2% | 267,144 | $28.9M |
| Hudson Bay Capital Management LP | 0.19% | Add +156.7% | 229,332 | $28.6M |
| Aviva PLC | 0.05% | Add +4.3% | 228,293 | $28.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.5% | 221,378 | $27.6M |
| Victory Capital Management Inc. | 0.02% | Add +10.3% | 214,941 | $26.8M |
| Jane Street Group, LLC | 0.03% | Reduce -77.9% | 209,833 | $26.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -68.3% | 207,019 | $25.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +42.4% | 202,816 | $25.3M |
| Treasurer of the State of North Carolina | 0.08% | Add +16.3% | 196,113 | $24.5M |
| Stifel Financial Corp. | 0.02% | Reduce -10.4% | 173,806 | $21.7M |
| Vanguard Global Advisers, LLC | 0.01% | — | 172,409 | $21.5M |
| SIH Partners, LLLP | 0.65% | Reduce -34.6% | 170,050 | $21.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +61.6% | 166,550 | $20.8M |
| Aspiring Ventures, LLC | 6.92% | Add +14.3% | 164,408 | $20.5M |
| Cwm, LLC | 0.05% | Add +550.8% | 161,806 | $20.2M |
| HighTower Advisors, LLC | 0.02% | Add +35.5% | 158,793 | $19.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +10.0% | 148,464 | $18.5M |
| Nomura Holdings Inc. | 0.15% | Reduce -17.5% | 147,884 | $18.5M |
| Parallax Volatility Advisers, L.P. | 1.01% | Add +177.0% | 110,060 | $18.0M |
| Alliancebernstein L.P. | 0.01% | Add +37.3% | 118,334 | $18.0M |
| AQR Capital Management | 0.01% | Add +688.0% | 145,933 | $17.9M |
| NEOS Investment Management LLC | 0.09% | Add +36.5% | 142,040 | $17.7M |
| Jefferies Financial Group Inc. | 0.22% | Reduce -6.5% | 140,751 | $17.6M |
| Horizon Kinetics Asset Management LLC | 0.19% | Reduce -0.1% | 139,253 | $17.4M |
| Captrust Financial Advisors | 0.03% | Add +1451.2% | 138,136 | $17.2M |
| EULAV Asset Management | 0.55% | No change | 138,000 | $17.2M |
| Royal London Asset Management Ltd. | 0.04% | Add +10.1% | 136,264 | $17.0M |
| State of Wisconsin Investment Board | 0.04% | Add +3.5% | 136,114 | $17.0M |
| Strong Tower Advisory Services | 3.16% | Add +4.6% | 134,681 | $16.8M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +0.2% | 133,925 | $16.8M |
| Vanguard Investments Australia, Ltd. | 0.05% | — | 132,486 | $16.5M |
| Danske Bank A/S | 0.04% | Reduce -0.4% | 132,195 | $16.5M |
| Shariaportfolio, Inc. | 7.06% | Reduce -15.0% | 127,758 | $15.9M |
| Credit Agricole S A | 0.05% | Reduce -38.0% | 124,675 | $15.6M |
| Public Employees Retirement System of Ohio | 0.05% | Add +16.0% | 123,997 | $15.5M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +6.7% | 120,464 | $15.0M |
| APG Asset Management N.V. | 0.05% | Reduce -7.0% | 134,280 | $14.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +5.2% | 115,728 | $14.4M |
| TD Asset Management Inc | 0.01% | Add +3.5% | 112,552 | $14.0M |
| Marathon Trading Investment Management LLC | 4.20% | Reduce -69.2% | 112,052 | $14.0M |
| Mariner, LLC | 0.02% | Add +9.9% | 111,849 | $14.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +26.1% | 110,378 | $13.8M |
| Vident Advisory, LLC | 0.11% | Add +178.9% | 107,829 | $13.5M |
| BIT Capital GmbH | 0.74% | New | 106,284 | $13.3M |
| Asset Management One Co., Ltd. | 0.04% | Add +2.8% | 104,835 | $13.1M |
| Man Group plc | 0.03% | Add +322.8% | 104,688 | $13.1M |
| KLP Kapitalforvaltning As | 0.05% | Add +10.0% | 104,680 | $13.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +0.7% | 104,454 | $13.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -22.1% | 104,539 | $13.0M |
| MML Investors Services, LLC | 0.04% | Add +24.6% | 104,222 | $13.0M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -5.5% | 100,490 | $12.5M |
| Creative Planning | 0.01% | Add +31.4% | 99,374 | $12.4M |
| Leonteq Securities AG | 0.75% | Add +63.1% | 99,037 | $12.4M |
| Storebrand Asset Management As | 0.04% | Reduce -33.6% | 97,460 | $12.2M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +3.2% | 95,454 | $11.9M |
| Headlands Technologies LLC | 1.34% | New | 94,174 | $11.8M |
| STRS Ohio | 0.05% | Add +6.7% | 93,570 | $11.7M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +0.1% | 88,951 | $11.1M |
| Himension Capital (singapore) Pte. LTD. | 0.85% | Reduce -59.3% | 88,522 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Add +0.7% | 86,654 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Add +12.5% | 86,209 | $10.8M |
| Alpine Global Management, LLC | 1.88% | Add +17.7% | 85,012 | $10.6M |
| Korea Investment CORP | 0.02% | Reduce -36.7% | 85,011 | $10.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.06% | Add +0.1% | 84,810 | $10.6M |
| Independent Financial Group, LLC | 0.24% | Add +3.9% | 84,224 | $10.5M |
| Rafferty Asset Management, LLC | 0.04% | Add +12.8% | 83,937 | $10.5M |
| Handelsbanken Fonder AB | 0.03% | Add +1.9% | 82,693 | $10.3M |
| Swedbank AB | 0.01% | Add +3.6% | 82,312 | $10.3M |
| Nissay Asset Management Corp. /Japan | 0.05% | Add +12.8% | 81,353 | $10.2M |
| Squarepoint Ops LLC | 0.02% | Add +239.4% | 80,427 | $10.0M |
| Teacher Retirement System of Texas | 0.04% | Reduce -0.7% | 80,281 | $10.0M |
| Centiva Capital, LP | 0.46% | Add +9272.3% | 79,102 | $9.9M |
| Tredje AP-fonden | 0.05% | New | 77,484 | $9.7M |
| Schroder Investment Management Group | 0.01% | Reduce -40.3% | 75,905 | $9.5M |
| Resona Asset Management Co.,Ltd. | 0.05% | Reduce -0.0% | 75,623 | $9.4M |
| Generali Asset Management SPA SGR | 0.20% | Reduce -3.3% | 75,048 | $9.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +2.9% | 72,450 | $9.0M |
| Point72 Asset Management | 0.02% | New | 72,431 | $9.0M |
| Arizona State Retirement System | 0.05% | Reduce -1.5% | 71,524 | $8.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +28.6% | 70,884 | $8.8M |
| Accuvest Global Advisors | 8.16% | Add +1.0% | 70,109 | $8.8M |
| KBC Group NV | 0.02% | Reduce -78.1% | 68,352 | $8.5M |
| CIBC Asset Management Inc | 0.02% | Add +12.0% | 67,855 | $8.5M |
| Capstone Investment Advisors, LLC | 0.09% | Add +19.1% | 63,394 | $7.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.0% | 63,273 | $7.9M |
| Guggenheim Capital LLC | 0.06% | Reduce -6.6% | 61,707 | $7.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.06% | Add +12.3% | 60,861 | $7.6M |
| Quantinno Capital Management LP | 0.01% | Add +88.2% | 60,126 | $7.5M |
| Aberdeen Group plc | 0.01% | Add +9.4% | 58,213 | $7.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.3% | 57,449 | $7.2M |
| Summit Financial, LLC | 0.09% | Add +13.2% | 57,384 | $7.2M |
| Fiduciary Alliance LLC | 0.43% | Add +6.4% | 49,518 | $7.1M |
| DNB Asset Management AS | 0.03% | Reduce -38.6% | 56,550 | $7.1M |
| SkyBridge Capital II, LLC | 53.52% | New | 70,284 | $7.0M |
| EverSource Wealth Advisors, LLC | 0.21% | Add +6.2% | 55,861 | $7.0M |
| GF Fund Management Co. LTD. | 0.11% | Reduce -2.9% | 54,862 | $6.8M |
| Vista Investment Partners Ii, LLC | 3.07% | Add +14.7% | 54,759 | $6.8M |
| NewEdge Advisors, LLC | 0.02% | Add +1.6% | 54,332 | $6.8M |
| Walleye Trading LLC | 0.14% | Reduce -37.4% | 53,390 | $6.7M |
| SEB Asset Management AB | 0.03% | — | 53,342 | $6.7M |
| Tobam | 1.73% | Add +95.4% | 53,290 | $6.7M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -13.1% | 53,089 | $6.6M |
| IFM Investors Pty Ltd | 0.06% | Add +4.5% | 52,880 | $6.6M |
| Miller Value Partners | 1.70% | Add +106.2% | 52,058 | $6.5M |
| Capital Wealth Alliance, LLC | 2.91% | Add +1.1% | 51,559 | $6.4M |
| Independent Advisor Alliance | 0.07% | Add +5.1% | 49,174 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -14.4% | 49,298 | $6.1M |
| Private Advisor Group, LLC | 0.03% | Reduce -32.1% | 48,866 | $6.1M |
| Corient Private Wealth LP | 0.01% | Reduce -31.6% | 49,809 | $6.0M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +17.8% | 48,042 | $6.0M |
| Simplex Trading, LLC | 0.18% | New | 45,923 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +83.7% | 45,843 | $5.7M |
| MADDEN SECURITIES Corp | 1.72% | Reduce -3.6% | 45,811 | $5.7M |
| Sei Investments Co. | 0.01% | Reduce -22.3% | 45,664 | $5.7M |
| USS Investment Management Ltd | 0.02% | Add +2.6% | 45,516 | $5.7M |
| XTX Topco Ltd | 0.10% | New | 45,509 | $5.7M |
| Beaird Harris Wealth Management, LLC | 0.39% | Add +181.9% | 45,485 | $5.7M |
| Pacer Advisors, Inc. | 0.02% | Reduce -4.5% | 44,218 | $5.5M |
| Oasis Advisors, LLC | 1.07% | Add +695.6% | 43,560 | $5.4M |
| Compass Ion Advisors, LLC | 0.51% | Reduce -2.1% | 43,045 | $5.4M |
| Varma Mutual Pension Insurance Co | 0.03% | No change | 42,880 | $5.4M |
| American Century Companies Inc. | 0.00% | Add +6.7% | 41,834 | $5.2M |
| Toronto Dominion Bank | 0.01% | Reduce -30.3% | 41,112 | $5.1M |
| Kingswood Wealth Advisors, LLC | 0.24% | Reduce -4.1% | 40,996 | $5.1M |
| Kessler Investment Group, LLC | 2.41% | Add +7.1% | 40,748 | $5.1M |
| Xponance LLC | 0.04% | Add +29.1% | 40,620 | $5.1M |
| Moors & Cabot, Inc. | 0.21% | Add +1.4% | 39,698 | $5.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +292.5% | 39,632 | $4.9M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 39,300 | $4.9M |
| Pacific Capital Wealth Advisors, Inc. | 0.82% | Add +34.4% | 39,097 | $4.9M |
| Longitude (Cayman) Ltd. | 4.21% | Add +37.2% | 38,700 | $4.8M |
| iA Global Asset Management Inc. | 0.07% | Add +13.3% | 37,708 | $4.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -22.2% | 35,976 | $4.5M |
| Shelton Capital Management | 0.09% | Add +12.6% | 34,584 | $4.3M |
| Erste Asset Management GmbH | 0.04% | Add +4.3% | 35,209 | $4.3M |
| Acorn Financial Advisory Services Inc. | 0.58% | Reduce -9.8% | 34,065 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +110.3% | 33,889 | $4.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -5.4% | 33,780 | $4.2M |
| Public Employees Retirement Association of Colorado | 0.02% | Reduce -0.0% | 33,666 | $4.2M |
| Elequin Capital, LP | 1.29% | Add +10.6% | 33,141 | $4.1M |
| SBI Securities Co., Ltd. | 0.11% | Add +37.7% | 32,889 | $4.1M |
| MSA Advisors, LLC | 1.21% | New | 32,290 | $4.0M |
| VestGen Advisors, LLC | 0.11% | Add +115.0% | 21,712 | $4.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +292.6% | 31,922 | $4.0M |
| Kovack Advisors, Inc. | 0.21% | Reduce -4.2% | 31,523 | $3.9M |
| Cresset Asset Management, LLC | 0.02% | Add +7.0% | 31,460 | $3.9M |
| United Capital Management of KS, Inc. | 0.59% | Add +56.7% | 31,428 | $3.9M |
| Utah Retirement Systems | 0.04% | Add +8.1% | 31,367 | $3.9M |
| D.A. Davidson & Co. | 0.02% | New | 30,929 | $3.9M |
| Rakuten Investment Management, Inc. | 0.01% | Add +23.8% | 31,591 | $3.8M |
| Advisory Services Network, LLC | 0.05% | Add +28.2% | 30,487 | $3.8M |
| Optiver Holding B.V. | 0.14% | Add +228.8% | 30,189 | $3.8M |
| Boundless Plain Holdings Ltd | 1.23% | No change | 30,000 | $3.7M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +4.5% | 29,109 | $3.6M |
| AE Wealth Management LLC | 0.02% | Add +37.4% | 28,997 | $3.6M |
| Farringdon Capital, Ltd. | 0.79% | Add +49.0% | 28,812 | $3.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -91.2% | 28,810 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.4% | 28,118 | $3.5M |
| IHT Wealth Management, LLC | 0.08% | Reduce -15.5% | 27,345 | $3.4M |
| Swiss Life Asset Management Ltd | 0.02% | Add +4.4% | 27,336 | $3.4M |
| Freemont Management S.A. | 0.63% | New | 27,200 | $3.4M |
| Oppenheimer & Co. Inc. | 0.04% | Add +30.7% | 27,113 | $3.4M |
| Titleist Asset Management, LLC | 0.26% | Add +26.4% | 27,107 | $3.4M |
| OP Asset Management Ltd | 0.03% | Reduce -8.2% | 26,657 | $3.3M |
| Group One Trading LLC | 0.11% | Add +174.8% | 26,482 | $3.3M |
| Cavalier Investments, LLC | 0.84% | Add +20.5% | 26,167 | $3.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 26,074 | $3.3M |
| Prudential PLC | 0.02% | Add +43.4% | 25,976 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +19.7% | 25,717 | $3.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.8% | 25,542 | $3.2M |
| Blair William & Co. | 0.01% | Add +29.2% | 25,396 | $3.2M |
| Walleye Capital LLC | 0.02% | Reduce -69.8% | 25,341 | $3.2M |
| Golden State Wealth Management, LLC | 0.34% | Add +4.9% | 25,237 | $3.1M |
| Evolution Wealth Advisors, LLC | 0.32% | New | 25,127 | $3.1M |
| Nordea Investment Management AB | 0.00% | Add +0.7% | 26,536 | $3.1M |
| Chicago Partners Investment Group LLC | 0.07% | Add +5.6% | 17,368 | $3.1M |
| Lavelle Capital LP | 1.93% | Reduce -75.1% | 24,890 | $3.1M |
| Apollon Wealth Management, LLC | 0.05% | Add +17.0% | 24,818 | $3.1M |
| EagleClaw Capital Managment, LLC | 0.42% | Reduce -0.8% | 24,225 | $3.0M |
| Matauro, LLC | 0.43% | New | 24,115 | $3.0M |
| Mackenzie Financial Corp. | 0.00% | Add +14.7% | 23,989 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +73.7% | 21,562 | $3.0M |
| Truvestments Capital LLC | 0.54% | Add +9.9% | 23,931 | $3.0M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +31.5% | 23,742 | $3.0M |
| Telligent Fund, LP | 3.12% | New | 23,400 | $2.9M |
| Harvest Fund Management Co., Ltd | 0.12% | Add +16.1% | 23,201 | $2.9M |
| Gateway Investment Advisers LLC | 0.03% | Add +47.1% | 23,162 | $2.9M |
| X-Square Capital, LLC | 0.97% | Reduce -17.8% | 23,155 | $2.9M |
| ASR Vermogensbeheer N.V. | 0.03% | Add +1.7% | 23,019 | $2.9M |
| Rakuten Securities, Inc. | 1.18% | Add +15.1% | 22,815 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -15.7% | 22,815 | $2.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Reduce -78.0% | 22,657 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +21.6% | 22,457 | $2.8M |
| Collar Capital Management, LLC | 1.77% | Reduce -1.3% | 21,963 | $2.7M |
| Heritage Investors Management Corp. | 0.08% | No change | 21,909 | $2.7M |
| CAP Partners, LLC | 1.49% | Add +1.1% | 21,068 | $2.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | New | 20,918 | $2.6M |
| Cibc World Market Inc. | 0.00% | Reduce -25.1% | 20,727 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Add +15.1% | 20,600 | $2.6M |
| Franklin Resources Inc. | 0.00% | Reduce -60.4% | 20,227 | $2.5M |
| Gulf International Bank (UK) Ltd | 0.06% | Add +52.5% | 20,207 | $2.5M |
| Profund Advisors LLC | 0.09% | Reduce -4.4% | 20,161 | $2.5M |
| Secure Asset Management, LLC | 0.40% | Reduce -1.2% | 20,020 | $2.5M |
| GM Advisory Group, LLC | 0.10% | Reduce -0.1% | 20,000 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +13.2% | 19,801 | $2.5M |
| Blue Sky Capital Consultants Group, Inc. | 1.16% | Reduce -6.8% | 19,441 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +38.8% | 19,385 | $2.4M |
| Rathbones Group PLC | 0.01% | Add +16.7% | 19,182 | $2.4M |
| Realta Investment Advisors | 0.82% | Add +13.4% | 18,832 | $2.4M |
| Sovran Advisors, LLC | 0.18% | Add +26.9% | 14,143 | $2.3M |
| Investment Management Corp of Ontario | 0.03% | Reduce -19.5% | 18,674 | $2.3M |
| Bank of Nova Scotia | 0.00% | Add +0.6% | 18,610 | $2.3M |
| Caprock Group, LLC | 0.06% | Add +21.7% | 18,588 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.2% | 18,579 | $2.3M |
| Candriam S.C.A. | 0.01% | Add +3.0% | 18,454 | $2.3M |
| Jump Financial, LLC | 0.04% | Reduce -89.7% | 18,323 | $2.3M |
| Centric Wealth Management | 0.45% | New | 12,380 | $2.3M |
| HHM Wealth Advisors, LLC | 0.26% | Add +0.2% | 18,011 | $2.2M |
| Macquarie Group Ltd. | 0.01% | Reduce -21.0% | 17,908 | $2.2M |
| Chokshi & Queen Wealth Advisors, Inc | 1.19% | Add +24.2% | 17,825 | $2.2M |
| Prepared Retirement Institute LLC | 1.10% | New | 17,822 | $2.2M |
| Wellington Management Group LLP | 0.00% | Add +81.8% | 17,495 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +10.5% | 17,205 | $2.1M |
| Kapstone Financial Advisors LLC | 1.01% | Reduce -2.6% | 16,500 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +1014.2% | 16,446 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +14.0% | 16,320 | $2.0M |
| Vivid Wealth Management, LLC | 0.82% | Add +16.3% | 16,264 | $2.0M |
| Readystate Asset Management LP | 0.21% | Add +12.9% | 16,084 | $2.0M |
| Maryland State Retirement & Pension System | 0.04% | Add +20.0% | 15,806 | $2.0M |
| Amalgamated Bank | 0.01% | Add +14.3% | 15,656 | $2.0M |
| Teamwork Financial Advisors, LLC | 0.22% | Add +235.4% | 15,578 | $1.9M |
| Disciplined Investors, L.L.C. | 1.15% | Add +41.2% | 15,437 | $1.9M |
| M&T Bank Corp | 0.01% | Add +66.3% | 15,357 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -60.5% | 15,987 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.0% | 15,132 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | Add +55.7% | 15,100 | $1.9M |
| KPP Advisory Services LLC | 0.27% | Reduce -0.5% | 14,925 | $1.9M |
| Piar LLC | 1.55% | Add +244.2% | 14,800 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.12% | Reduce -0.2% | 14,506 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -37.6% | 14,276 | $1.8M |
| AG2R La Mondiale Gestion D'actifs | 0.08% | Add +23.7% | 13,746 | $1.7M |
| GTS Securities LLC | 0.06% | Add +880.3% | 13,704 | $1.7M |
| SKY-Mountain Capital Management, Inc. | 1.20% | Reduce -1.0% | 13,382 | $1.7M |
| Verition Fund Management LLC | 0.02% | Reduce -40.2% | 13,317 | $1.7M |
| Capital International Sarl | 0.03% | Add +23.2% | 13,309 | $1.7M |
| Osmosis Investment Management UK Ltd | 0.04% | Add +52.2% | 13,289 | $1.7M |
| Capital Fund Management S.A. | 0.01% | Reduce -66.6% | 13,246 | $1.7M |
| Capstone Financial Advisors, Inc. | 0.09% | No change | 13,224 | $1.7M |
| Inspire Investing, LLC | 0.10% | Add +47039.3% | 13,199 | $1.6M |
| Western Wealth Management, LLC | 0.06% | Reduce -10.2% | 12,954 | $1.6M |
| Promethium Advisors,llc | 0.84% | New | 12,941 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -5.3% | 12,934 | $1.6M |
| Venturi Wealth Management, LLC | 0.07% | Add +188.7% | 12,878 | $1.6M |
| Ethic Inc. | 0.03% | Add +4.0% | 12,838 | $1.6M |
| Graham Capital Management, L.P. | 0.07% | Add +781.5% | 12,800 | $1.6M |
| Bleakley Financial Group, LLC | 0.03% | New | 12,800 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +71.2% | 12,716 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +29.0% | 12,665 | $1.6M |
| Spire Wealth Management | 0.05% | Add +37.3% | 12,579 | $1.6M |
| Empowered Funds, LLC | 0.01% | New | 12,427 | $1.6M |
| Maxi Investments CY Ltd | 0.34% | New | 12,400 | $1.5M |
| Vienna Asset Management LLC | 1.21% | Reduce -35.4% | 12,309 | $1.5M |
| WCG Wealth Advisors LLC | 0.04% | New | 12,303 | $1.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -67.2% | 12,623 | $1.5M |
| Axxcess Wealth Management, LLC | 0.05% | Add +8.5% | 12,155 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Reduce -11.5% | 11,977 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Reduce -1.4% | 11,921 | $1.5M |
| Norinchukin Bank, The | 0.02% | Add +29.0% | 11,731 | $1.5M |
| Farther Finance Advisors, LLC | 0.01% | Add +4.7% | 11,813 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +10.1% | 11,442 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +17.3% | 11,349 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +258.8% | 11,342 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +15.8% | 11,311 | $1.4M |
| Tokio Marine Asset Management Co. Ltd. | 0.05% | Add +12.6% | 11,254 | $1.4M |
| AMG National Trust Bank | 0.03% | Add +218.6% | 11,070 | $1.4M |
| US Bancorp \de | 0.00% | Add +10.0% | 10,982 | $1.4M |
| NFSG Corp | 0.23% | Add +21.9% | 10,973 | $1.4M |
| E Fund Management Co., Ltd. | 0.04% | — | 10,822 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -3.4% | 10,684 | $1.3M |
| Argent Advisors, Inc. | 0.36% | Add +5.0% | 10,500 | $1.3M |
| Certior Financial Group, LLC | 0.83% | Add +552.0% | 10,485 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -8.7% | 10,313 | $1.3M |
| Alchemi Wealth, LLC | 0.71% | Add +24.1% | 10,291 | $1.3M |
| Woodline Partners LP | 0.00% | Add +112.4% | 10,218 | $1.3M |
| Am Investment Strategies LLC | 0.28% | Add +10.9% | 10,192 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 10,132 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.5% | 10,080 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +12.4% | 10,022 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | Add +6.0% | 10,007 | $1.2M |
| Compagnie Lombard Odier SCmA | 0.02% | Add +3288.1% | 9,995 | $1.2M |
| Visionary Wealth Advisors | 0.06% | Add +0.0% | 9,965 | $1.2M |
| Sun Financial Inc | 0.62% | Add +6.0% | 6,648 | $1.2M |
| Abn Amro Investment Solutions | 0.02% | New | 9,805 | $1.2M |
| Polianta Ltd | 0.16% | Add +18.1% | 9,800 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -17.6% | 9,705 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +30.3% | 9,670 | $1.2M |
| Sepio Capital, LP | 0.06% | Add +2.6% | 9,463 | $1.2M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +40.1% | 9,462 | $1.2M |
| Evexia Wealth LLC | 0.32% | Add +5.6% | 8,854 | $1.2M |
| E. Ohman J:or Asset Management AB | 0.03% | No change | 9,263 | $1.2M |
| Dba Trading, LLC | 0.57% | No change | 9,200 | $1.1M |
| EFG International AG | 0.02% | Add +296.9% | 9,156 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -16.1% | 9,020 | $1.1M |
| Andina Capital Management, LLC | 1.01% | Add +74.6% | 9,011 | $1.1M |
| China Universal Asset Management Co., Ltd. | 0.08% | Add +16.6% | 8,836 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -4.8% | 8,711 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Add +17.7% | 8,667 | $1.1M |
| Lombard Odier Asset Management (Switzerland) SA | 0.04% | Reduce -16.4% | 8,636 | $1.1M |
| Kingsview Wealth Management, LLC | 0.01% | Add +11.6% | 8,623 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -0.7% | 8,547 | $1.1M |
| Allstate Corp. | 0.01% | Reduce -56.6% | 8,509 | $1.1M |
| Thompson David Blair | 0.60% | Reduce -3.1% | 8,405 | $1.0M |
| Wallace Hart LLC | 1.44% | Reduce -0.5% | 8,400 | $1.0M |
| Johns Hopkins University | 0.08% | No change | 8,400 | $1.0M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.3% | 8,338 | $1.0M |
| J. Derek Lewis & Associates Inc. | 0.23% | Add +22.9% | 8,303 | $1.0M |
| LCM Capital Management Inc | 0.51% | No change | 8,139 | $1.0M |
| QTR Family Wealth, LLC | 0.42% | Add +0.4% | 7,379 | $1.0M |
| Wahed Invest LLC | 0.13% | Add +14.9% | 8,106 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | Add +11.7% | 8,105 | $1.0M |
| Signal Advisors Wealth, LLC | 0.07% | Add +9.2% | 7,959 | $993K |
| Sig Brokerage, LP | 0.28% | New | 7,816 | $975K |
| Sage Mountain Advisors LLC | 0.07% | Add +30.1% | 7,787 | $972K |
| North Dakota State Investment Board | 0.04% | Reduce -16.7% | 7,741 | $966K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -19.1% | 7,739 | $966K |
| Choreo, LLC | 0.01% | Add +19.7% | 7,613 | $950K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +14.2% | 7,528 | $939K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +12.7% | 7,473 | $933K |
| MAI Capital Management | 0.01% | Add +14.8% | 7,367 | $919K |
| Arkadios Wealth Advisors | 0.02% | Add +35.0% | 7,351 | $917K |
| Traphagen Investment Advisors LLC | 0.07% | Reduce -1.1% | 7,277 | $908K |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -30.9% | 7,171 | $895K |
| PFG Investments, LLC | 0.04% | Add +12.9% | 7,134 | $890K |
| Partners Wealth Management, LLC | 0.91% | Add +0.3% | 7,078 | $883K |
| Trivium Point Advisory, LLC | 0.16% | Reduce -44.3% | 7,067 | $882K |
| Spartan Wealth Advisory Services LLC | 0.08% | — | 7,036 | $878K |
| Capital International Ltd. | 0.03% | Add +33.6% | 6,969 | $870K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | No change | 6,948 | $867K |
| Faithward Advisors, LLC | 0.12% | No change | 6,903 | $861K |
| Waldron Private Wealth LLC | 0.03% | Reduce -0.1% | 6,888 | $860K |
| CreativeOne Wealth, LLC | 0.02% | Add +58.4% | 6,825 | $852K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.8% | 6,800 | $849K |
| Sterling Investment Advisors, Ltd. | 0.15% | Add +24.4% | 6,603 | $824K |
| Jones Financial Companies LLLP | 0.00% | Add +2218.2% | 6,514 | $821K |
| Integrity Alliance, Llc. | 0.03% | Add +129.1% | 6,530 | $815K |
| Convergence Financial, LLC | 0.09% | Add +100.3% | 6,530 | $815K |
| Summit Trail Advisors, LLC | 0.01% | Add +132.3% | 6,513 | $813K |
| Institute for Wealth Management, LLC. | 0.09% | New | 6,465 | $807K |
| Woodward Diversified Capital, LLC | 0.37% | Add +20.8% | 4,832 | $805K |
| MBL Wealth, LLC | 0.06% | Reduce -1.4% | 6,420 | $801K |
| DeepCurrents Investment Group LLC | 2.17% | New | 6,363 | $794K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.35% | Add +13.1% | 6,310 | $787K |
| Maripau Wealth Management LLC | 0.34% | Add +12.9% | 6,252 | $780K |
| Core Wealth Partners LLC | 0.36% | Reduce -0.3% | 6,222 | $777K |
| Tred Avon Family Wealth, LLC | 0.26% | Reduce -30.4% | 6,194 | $773K |
| Indivisible Partners | 0.07% | Add +230.4% | 6,143 | $767K |
| SteelPeak Wealth, LLC | 0.02% | New | 6,096 | $761K |
| QRG Capital Management, Inc. | 0.01% | Reduce -80.6% | 6,011 | $750K |
| Verus Capital Partners, LLC | 0.05% | Reduce -26.0% | 5,970 | $745K |
| Larson Financial Group LLC | 0.02% | Add +23.6% | 5,946 | $742K |
| BLKBRD Asset Management, LP | 1.93% | Reduce -20.6% | 5,931 | $740K |
| Finer Wealth Management, Inc. | 0.37% | Reduce -62.8% | 5,929 | $740K |
| Lifeworks Advisors, LLC | 0.09% | Add +2.0% | 5,921 | $739K |
| MetLife Investment Management, LLC | 0.00% | Add +15.6% | 5,893 | $735K |
| Tradition Wealth Management, LLC | 0.05% | Add +84.4% | 5,821 | $726K |
| State of Michigan Retirement System | 0.00% | No change | 5,800 | $724K |
| Dynasty Wealth Management, LLC | 0.01% | New | 5,783 | $722K |
| Fiduciary Trust Co | 0.01% | Reduce -0.3% | 5,769 | $720K |
| Merit Financial Group, LLC | 0.01% | Add +3.3% | 5,691 | $710K |
| Beacon Capital Management, LLC | 0.13% | Add +8.8% | 5,682 | $709K |
| CoinFund Management LLC | 2.08% | New | 5,680 | $709K |
| Covenant Asset Management, LLC | 0.14% | No change | 5,616 | $701K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.21% | No change | 5,614 | $701K |
| Siemens Fonds Invest GmbH | 0.04% | Add +2.4% | 5,587 | $697K |
| Bridgewater Associates | 0.00% | Reduce -44.3% | 5,568 | $695K |
| Qube Research & Technologies Ltd | 0.00% | New | 5,557 | $694K |
| Bannerstone Capital Management, LLC | 0.64% | New | 5,554 | $693K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +11.2% | 5,546 | $692K |
| Perigon Wealth Management, LLC | 0.01% | Add +58.7% | 5,464 | $682K |
| Nwam LLC | 0.04% | Add +27.9% | 5,462 | $682K |
| &partners | 0.00% | Reduce -7.7% | 5,445 | $679K |
| Perennial Investment Advisors, LLC | 0.05% | Add +1.1% | 5,381 | $672K |
| DRW Securities, LLC | 0.04% | Reduce -89.8% | 5,299 | $661K |
| Thryve Wealth Management LLC | 0.44% | Reduce -14.1% | 5,265 | $657K |
| ICICI Prudential Asset Management Co Ltd | 0.08% | Add +21.2% | 5,205 | $650K |
| Principle Wealth Partners LLC | 0.04% | Add +9.0% | 5,193 | $648K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -17.4% | 5,193 | $648K |
| Thrivent Financial for Lutherans | 0.00% | Add +3.4% | 5,188 | $647K |
| Citizens Financial Group Inc. | 0.01% | Reduce -3.8% | 5,171 | $645K |
| TCW Group Inc. | 0.00% | Add +22.7% | 5,168 | $645K |
| IPG Investment Advisors LLC | 0.11% | New | 5,124 | $639K |
| Kintra Wealth, LLC | 0.05% | Reduce -0.4% | 5,124 | $639K |
| UniSuper Management Pty Ltd | 0.00% | No change | 5,100 | $636K |
| Vestcor Inc | 0.02% | No change | 5,097 | $636K |
| Formidable Asset Management, LLC | 0.10% | Add +242.0% | 4,155 | $631K |
| CTC Alternative Strategies, Ltd. | 1.42% | Add +14.7% | 5,008 | $625K |
| DV Trading LLC | 0.06% | Add +90.7% | 5,007 | $625K |
| PKO Investment Management Joint-Stock Co | 0.05% | Reduce -72.2% | 5,000 | $624K |
| IFP Advisors, Inc | 0.01% | Add +15.4% | 4,998 | $624K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +106.9% | 4,975 | $621K |
| Fifth Third Bancorp | 0.00% | Add +78.3% | 4,974 | $621K |
| AdvisorNet Financial, Inc | 0.03% | Add +18.7% | 4,922 | $614K |
| Wedmont Private Capital | 0.02% | Add +53.2% | 4,751 | $610K |
| OneDigital Investment Advisors LLC | 0.01% | Add +231.4% | 4,878 | $609K |
| HB Wealth Management, LLC | 0.00% | Add +63.9% | 4,872 | $608K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +6.5% | 5,004 | $608K |
| Keybank National Association | 0.00% | Add +0.0% | 4,807 | $600K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +157.9% | 4,802 | $599K |
| Invictus Private Wealth, LLC | 0.04% | Add +45.7% | 4,780 | $597K |
| Signaturefd, LLC | 0.01% | Add +100.0% | 4,758 | $594K |
| Insigneo Advisory Services, LLC | 0.04% | Add +58.3% | 4,754 | $593K |
| Flaharty Asset Management, LLC | 0.07% | Add +91.9% | 4,751 | $593K |
| Oxler Private Wealth LLC | 0.18% | Add +1.2% | 4,736 | $591K |
| Brooklyn Investment Group | 0.02% | New | 4,649 | $580K |
| United Asset Strategies, Inc. | 0.05% | Add +13.6% | 4,549 | $568K |
| E6 Portfolios, LLC | 0.58% | Add +19.0% | 4,494 | $561K |
| Simplicity Wealth,LLC | 0.03% | Add +10.1% | 4,484 | $560K |
| HUB Investment Partners, LLC | 0.01% | Add +180.9% | 4,466 | $557K |
| Capula Management Ltd | 0.00% | Reduce -96.5% | 4,456 | $556K |
| Capital International, Inc. | 0.00% | Add +40.6% | 4,452 | $556K |
| Cambria Investment Management, L.P. | 0.03% | New | 4,431 | $553K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +2.8% | 4,430 | $553K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +51.5% | 4,401 | $549K |
| Sowell Financial Services LLC | 0.02% | Add +3.2% | 4,392 | $548K |
| NorthCoast Asset Management LLC | 0.01% | Add +1.6% | 4,381 | $547K |
| Aviso Wealth Management | 0.24% | No change | 4,330 | $540K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.9% | 4,326 | $540K |
| Pennington Partners & Co., LLC | 0.18% | New | 4,287 | $535K |
| Mosley Wealth Management | 0.24% | Add +1.1% | 1,656 | $534K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -50.7% | 4,272 | $533K |
| Abound Financial, LLC | 0.23% | Reduce -4.6% | 4,256 | $531K |
| Ritholtz Wealth Management | 0.01% | New | 4,254 | $531K |
| Evergreen Capital Management LLC | 0.01% | Add +18.4% | 4,250 | $530K |
| Bonfire Financial | 0.39% | No change | 4,205 | $525K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -74.0% | 4,170 | $520K |
| Lauer Wealth, LLC | 0.42% | Add +39.5% | 4,046 | $519K |
| Neuberger Berman Group LLC | 0.00% | Add +50.9% | 4,142 | $517K |
| Independent Family Office, LLC | 0.21% | No change | 4,100 | $512K |
| Valeo Financial Advisors, LLC | 0.01% | Add +121.6% | 4,099 | $512K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -81.5% | 4,096 | $511K |
| Yousif Capital Management, LLC | 0.01% | Add +15.6% | 4,062 | $507K |
| Commerce Bank | 0.00% | Add +14.0% | 4,044 | $505K |
| First Foundation Advisors | 0.02% | No change | 3,992 | $498K |
| Ballentine Partners, LLC | 0.01% | Add +20.4% | 3,979 | $497K |
| Savvy Advisors, Inc. | 0.01% | Reduce -2.7% | 3,977 | $496K |
| CENTRAL TRUST Co | 0.01% | Reduce -1.6% | 3,962 | $494K |
| Discipline Wealth Solutions, LLC | 0.05% | Add +80.5% | 3,925 | $490K |
| Client 1ST Advisory Group, LLC | 0.15% | Add +6.3% | 3,911 | $488K |
| Praxis Investment Management Inc. | 0.03% | New | 3,884 | $485K |
| Waverly Advisors, LLC | 0.00% | Reduce -21.1% | 3,868 | $483K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +1.7% | 3,840 | $479K |
| Harbour Investments, Inc. | 0.01% | Add +31.1% | 3,810 | $476K |
| United Capital Financial Advisors, LLC | 0.00% | Add +19.5% | 3,806 | $475K |
| Fort Point Capital Partners LLC | 0.06% | Add +0.9% | 3,795 | $474K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +23.8% | 3,719 | $464K |
| Meeder Advisory Services, Inc. | 0.02% | Add +80.8% | 3,695 | $461K |
| Allworth Financial LP | 0.00% | Add +46.0% | 3,667 | $458K |
| Keebeck Wealth Management | 0.05% | Reduce -30.0% | 3,661 | $457K |
| Baader Bank Aktiengesellschaft | 0.04% | Add +139.8% | 5,510 | $452K |
| Principal Financial Group Inc. | 0.00% | Reduce -10.4% | 3,579 | $447K |
| Parallel Advisors, LLC | 0.01% | Add +1.4% | 3,521 | $440K |
| Northeast Financial Group, Inc. | 0.12% | No change | 3,500 | $437K |
| Sierra Capital LLC | 0.05% | Add +50.9% | 3,463 | $432K |
| Carroll Advisory Group, LLC | 0.17% | Add +9.5% | 3,438 | $429K |
| Family Capital Management, Inc. | 0.19% | Reduce -2.6% | 3,423 | $427K |
| AXS Investments LLC | 0.17% | Reduce -11.9% | 3,415 | $426K |
| NewEdge Wealth, LLC | 0.01% | New | 3,412 | $426K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -57.6% | 3,409 | $425K |
| Savant Capital, LLC | 0.00% | New | 3,407 | $425K |
| Krilogy Financial LLC | 0.01% | Add +15.7% | 2,828 | $421K |
| Turner Capital Investments, LLC | 100.00% | — | 4,206 | $421K |
| Seelaus Asset Management LLC | 0.30% | New | 3,335 | $416K |
| TrinityBridge Ltd | 0.01% | Reduce -39.5% | 3,272 | $409K |
| Principal Securities, Inc. | 0.01% | Add +19.6% | 3,272 | $408K |
| Glenmede Trust Co. NA | 0.00% | Add +1.8% | 3,240 | $404K |
| Cardiff Park Advisors, LLC | 0.03% | Add +54.3% | 3,230 | $403K |
| Walleye Partners, LLC | 0.49% | Add +0.9% | 3,201 | $399K |
| Means Investment Co., Inc. | 0.03% | Add +3.3% | 3,155 | $394K |
| International Assets Investment Management, LLC | 0.03% | Add +40.9% | 3,203 | $393K |
| Ankerstar Wealth, LLC | 0.41% | Add +8.8% | 3,127 | $390K |
| Red Reef Advisors LLC | 0.40% | Add +26.9% | 3,097 | $387K |
| True Vision MN LLC | 0.20% | Add +15.2% | 3,078 | $384K |
| Mountain Capital Investment Advisors Inc. | 0.06% | Add +25.6% | 2,269 | $384K |
| Abc Arbitrage SA | 0.05% | Add +131.1% | 3,073 | $384K |
| Mutual Advisors, LLC | 0.01% | Add +110.3% | 3,069 | $383K |
| Synergy Asset Management, LLC | 0.04% | Add +21.9% | 3,057 | $382K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +9.7% | 3,009 | $376K |
| Modern Wealth Management, LLC | 0.01% | Add +26.0% | 3,052 | $375K |
| Millennium Management | 0.00% | Reduce -98.2% | 3,000 | $374K |
| Advisor OS, LLC | 0.03% | Add +45.3% | 2,984 | $372K |
| Soltis Investment Advisors LLC | 0.02% | Add +7.5% | 2,979 | $372K |
| Garden State Investment Advisory Services LLC | 0.09% | Add +0.8% | 2,952 | $368K |
| Militia Capital Management LLC | 0.08% | — | 2,950 | $368K |
| National Wealth Management Group, LLC | 0.14% | Add +11.4% | 2,941 | $367K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 2,936 | $366K |
| CoreCap Advisors, LLC | 0.01% | Add +4.4% | 2,921 | $365K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 2,908 | $363K |
| Greenleaf Trust | 0.00% | Add +21.2% | 2,908 | $363K |
| Cigna Investments Inc. | 0.06% | Add +14.2% | 2,907 | $362K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +8.3% | 2,895 | $361K |
| Quotient Wealth Partners, LLC | 0.01% | New | 2,868 | $358K |
| Mgo One Seven LLC | 0.01% | Reduce -9.3% | 2,864 | $357K |
| CMT Capital Markets Trading GmbH | 0.16% | New | 2,845 | $355K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -9.1% | 2,842 | $355K |
| Vise Technologies, Inc. | 0.01% | No change | 2,299 | $349K |
| Mizuho Markets Americas LLC | 0.01% | New | 2,796 | $349K |
| Allegheny Financial Group | 0.05% | Add +2.1% | 2,789 | $348K |
| Norden Group LLC | 0.03% | Add +75.8% | 2,783 | $347K |
| Anchyra Partners LLC | 0.10% | Add +9.0% | 2,762 | $345K |
| Purpose Unlimited Inc. | 0.01% | New | 2,747 | $343K |
| DecisionMap Wealth Management, LLC | 0.22% | Reduce -1.3% | 2,748 | $343K |
| Greenline Wealth Management LLC | 0.39% | Reduce -15.8% | 2,743 | $342K |
| Park Avenue Securities LLC | 0.00% | Reduce -20.0% | 2,722 | $340K |
| Sunbelt Securities, Inc. | 0.02% | Add +30.1% | 2,724 | $340K |
| Callan Family Office, LLC | 0.01% | Add +10.3% | 2,717 | $339K |
| Polymer Capital Management (US) LLC | 0.05% | Reduce -59.1% | 2,716 | $339K |
| Arax Advisory Partners | 0.01% | Reduce -8.4% | 2,701 | $337K |
| Sava Infond d.o.o. | 0.05% | Add +54.3% | 2,700 | $337K |
| Curran Financial Partners, LLC | 0.06% | Reduce -0.0% | 2,684 | $335K |
| Magnus Financial Group LLC | 0.03% | No change | 2,671 | $333K |
| Trifecta Capital Advisors, LLC | 0.05% | No change | 2,660 | $332K |
| Canal Capital Management, LLC | 0.04% | Add +64.3% | 2,653 | $331K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +2.2% | 2,636 | $329K |
| Hartline Investment Corp./ | 0.04% | Reduce -21.5% | 2,619 | $327K |
| Pennsylvania Capital Management Inc. | 0.09% | Reduce -23.9% | 2,611 | $326K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -10.6% | 2,611 | $326K |
| Investment Partners Asset Management, Inc. | 0.20% | Add +0.1% | 2,561 | $320K |
| Rothschild Investment LLC | 0.02% | Add +0.3% | 2,559 | $319K |
| Maridea Wealth Management LLC | 0.05% | Reduce -36.1% | 2,554 | $319K |
| Coldstream Capital Management Inc. | 0.00% | Add +42.1% | 2,553 | $319K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 2,521 | $315K |
| Panoramic Investment Advisors, LLC | 0.17% | New | 2,516 | $314K |
| Metis Global Partners, LLC | 0.01% | Reduce -44.3% | 2,498 | $312K |
| Primoris Wealth Advisors, LLC | 0.22% | New | 2,492 | $311K |
| Rahlfs Capital, LLC | 0.23% | No change | 2,485 | $310K |
| Diversify Wealth Management, LLC | 0.01% | New | 1,958 | $310K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +4.5% | 2,467 | $308K |
| Prospect Financial Services LLC | 0.19% | Reduce -16.8% | 2,461 | $307K |
| Daviman Financial, LLC | 0.18% | Reduce -63.5% | 2,437 | $304K |
| Tsfg, LLC | 0.05% | Reduce -15.1% | 2,393 | $299K |
| Brookstone Capital Management | 0.00% | Reduce -84.3% | 2,395 | $299K |
| Wick Capital Partners, LLC | 0.05% | Add +9.9% | 2,385 | $298K |
| AssuredPartners Investment Advisors, LLC | 0.03% | Add +12.2% | 2,328 | $297K |
| Victory Financial Group, LLC | 0.04% | Add +30.1% | 2,364 | $295K |
| Diligent Investors, LLC | 0.07% | Reduce -11.0% | 2,335 | $291K |
| BridgePort Financial Solutions, LLC | 0.08% | No change | 2,330 | $291K |
| GWN Securities Inc. | 0.06% | New | 2,325 | $290K |
| Bokf, NA | 0.00% | Add +0.2% | 2,322 | $290K |
| Legacy Wealth Managment, LLC | 0.14% | Add +61.3% | 2,303 | $287K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,300 | $287K |
| Avantax Planning Partners, Inc. | 0.01% | Add +8.9% | 2,294 | $286K |
| Coastline Complete Wealth LLC | 0.18% | New | 2,283 | $285K |
| Correct Capital Wealth Management | 0.05% | No change | 2,281 | $285K |
| Ostrum Asset Management | 0.02% | Add +206.1% | 2,262 | $282K |
| Allianz SE | 0.00% | Add +8.8% | 2,261 | $282K |
| United Advisor Group, LLC | 0.03% | New | 2,253 | $281K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 2,248 | $281K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -40.0% | 2,245 | $280K |
| Brighton Jones LLC | 0.01% | New | 2,235 | $279K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +61.0% | 2,235 | $279K |
| LongView Wealth Management | 0.07% | Add +1.0% | 2,020 | $278K |
| Bulltick Wealth Management, LLC | 0.06% | Add +25.5% | 2,213 | $276K |
| Kera Capital Partners, Inc. | 0.03% | Reduce -5.0% | 2,205 | $275K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +5.8% | 2,201 | $275K |
| Key Client Fiduciary Advisors, LLC | 0.09% | Add +36.9% | 2,191 | $273K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -5.4% | 2,189 | $273K |
| Intech Investment Management LLC | 0.00% | Reduce -53.5% | 2,183 | $272K |
| Navigation Group, LLC | 0.06% | — | 2,146 | $268K |
| Brown Advisory Inc. | 0.00% | Add +14.7% | 2,129 | $266K |
| Avanza Fonder AB | 0.01% | Add +3.3% | 2,122 | $265K |
| CI Investments Inc. | 0.00% | Reduce -4.7% | 2,108 | $263K |
| Pettinga Financial Advisors LLC | 0.05% | New | 2,103 | $262K |
| Frec Markets, Inc. | 0.04% | New | 2,088 | $261K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -41.4% | 2,143 | $260K |
| Lazard Asset Management LLC | 0.00% | Add +4.2% | 2,082 | $260K |
| Elevation Advisory Partners LLC | 0.24% | — | 1,602 | $259K |
| BayBridge Capital Group, LLC | 0.16% | No change | 1,660 | $252K |
| ZEGA Investments, LLC | 0.05% | Reduce -56.8% | 2,020 | $252K |
| Americana Partners, LLC | 0.01% | Reduce -15.0% | 2,017 | $252K |
| KLCM Advisors, Inc. | 0.02% | No change | 2,010 | $251K |
| Up Strategic Wealth Investment Advisors LLC | 0.16% | New | 1,393 | $251K |
| WealthTrust Asset Management, LLC | 0.15% | New | 2,000 | $250K |
| Frisch Financial Group, Inc. | 0.05% | No change | 2,000 | $250K |
| Sanders Morris Harris LLC | 0.04% | New | 2,000 | $250K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 1,999 | $249K |
| Composition Wealth, LLC | 0.00% | New | 1,988 | $248K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -8.4% | 1,985 | $248K |
| TCP Asset Management, LLC | 0.03% | New | 1,984 | $248K |
| Smith, Moore & Co. | 0.02% | New | 1,982 | $247K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -17.2% | 1,965 | $245K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 1,962 | $245K |
| Belpointe Asset Management LLC | 0.01% | Reduce -24.0% | 1,960 | $245K |
| Harfst & Associates, Inc. | 0.04% | Reduce -59.9% | 1,950 | $243K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -99.1% | 1,931 | $241K |
| TL Private Wealth | 0.09% | No change | 1,860 | $239K |
| Riverview Capital Advisers, LLC | 0.08% | No change | 1,908 | $238K |
| Clientfirst Wealth Management, LLC | 0.20% | No change | 1,900 | $237K |
| Csenge Advisory Group | 0.01% | New | 1,895 | $237K |
| Redwood Wealth Management Group, LLC | 0.10% | Reduce -1.1% | 1,890 | $236K |
| Lodestar Private Asset Management LLC | 0.02% | No change | 1,888 | $236K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.11% | Add +119.4% | 1,887 | $235K |
| Cane Capital Partners, LLC | 0.10% | Reduce -45.1% | 1,882 | $235K |
| Claro Advisors Inc. | 0.03% | Add +1.0% | 1,871 | $234K |
| Milestone Asset Management, LLC | 0.04% | Add +16.7% | 1,868 | $233K |
| Strategic Blueprint, LLC | 0.01% | Add +6.2% | 1,863 | $233K |
| McAdam, LLC | 0.01% | Add +1.3% | 1,860 | $232K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.17% | Reduce -63.1% | 1,235 | $232K |
| LBMC Investment Advisors, LLC | 0.01% | Add +1.0% | 1,858 | $232K |
| Clearstead Advisors, LLC | 0.00% | Reduce -8.7% | 1,839 | $230K |
| GAMMA Investing LLC | 0.01% | Add +194.4% | 1,831 | $229K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | Add +18.0% | 1,814 | $226K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,814 | $226K |
| Evanson Asset Management, LLC | 0.01% | No change | 1,803 | $225K |
| Stonehearth Capital Management, LLC | 0.09% | No change | 1,797 | $224K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,795 | $224K |
| First Financial Bankshares Inc | 0.00% | No change | 1,754 | $219K |
| DAVENPORT & Co LLC | 0.00% | Reduce -75.0% | 1,739 | $217K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 1,733 | $216K |
| Tanager Wealth Management LLP | 0.02% | Reduce -15.5% | 1,731 | $216K |
| Foguth Wealth Management, LLC. | 0.03% | New | 1,356 | $216K |
| MJP Associates Inc. | 0.03% | Add +6.5% | 1,728 | $216K |
| Money Concepts Capital Corp. | 0.01% | New | 1,719 | $215K |
| Powell Investment Advisors, LLC | 0.07% | New | 1,714 | $214K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -22.0% | 1,713 | $214K |
| Red Door Wealth Management, LLC | 0.02% | No change | 1,708 | $213K |
| Mill Creek Capital Advisors, LLC | 0.00% | Reduce -1.3% | 1,701 | $212K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,700 | $212K |
| Miller Capital Partners, Inc. | 0.10% | No change | 1,696 | $212K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,720 | $211K |
| L2 Asset Management, LLC | 0.02% | Add +25.2% | 1,685 | $210K |
| Venture Visionary Partners LLC | 0.01% | Add +3.6% | 1,679 | $210K |
| Smartleaf Asset Management LLC | 0.01% | Add +29.5% | 1,721 | $209K |
| McGuire Capital Advisors Inc. | 0.13% | Reduce -4.3% | 1,671 | $209K |
| Unique Wealth Strategies, LLC | 0.09% | Reduce -23.0% | 1,670 | $208K |
| Foster Group, Inc. | 0.01% | New | 1,659 | $207K |
| Citrine Capital LLC | 0.09% | Add +5.0% | 1,658 | $207K |
| Diversified Management Inc. | 0.04% | New | 1,650 | $206K |
| Waterloo Capital, L.P. | 0.01% | New | 1,643 | $205K |
| Abel Hall, LLC | 0.04% | New | 1,640 | $205K |
| PYA Waltman Capital, LLC | 0.06% | No change | 1,625 | $203K |
| HBK Sorce Advisory LLC | 0.00% | New | 1,078 | $202K |
| Centurion Wealth Management LLC | 0.05% | No change | 1,615 | $202K |
| WJ Financial Advisors LLC | 0.16% | New | 1,605 | $200K |
| Mb, Levis & Associates, LLC | 0.08% | No change | 1,600 | $200K |
| Hollencrest Capital Management | 0.01% | Add +0.9% | 1,574 | $196K |
| Aventura Private Wealth, LLC | 0.07% | Add +3.4% | 1,524 | $190K |
| Advisors Preferred, LLC | 0.03% | No change | 1,500 | $187K |
| Penserra Capital Management LLC | 0.00% | Add +3.1% | 1,478 | $184K |
| IAG Wealth Partners, LLC | 0.02% | Add +381.5% | 1,454 | $181K |
| SHP Wealth Management | 0.01% | Add +239.8% | 1,417 | $177K |
| Kelleher Financial Advisors | 0.04% | New | 430 | $174K |
| Horizon Investments, LLC | 0.00% | Add +49.5% | 1,302 | $162K |
| CX Institutional | 0.00% | Add +139.3% | 1,292 | $161K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -98.0% | 1,225 | $153K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.05% | No change | 1,200 | $150K |
| Rossby Financial, LCC | 0.03% | Add +0.4% | 1,215 | $149K |
| Scarborough Advisors, LLC | 0.02% | New | 1,161 | $145K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +934.6% | 1,107 | $138K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 1,079 | $135K |
| Cornerstone Planning Group LLC | 0.02% | Add +161.4% | 690 | $129K |
| Ionic Capital Management LLC | 0.13% | Reduce -28.4% | 1,016 | $127K |
| Assetmark, Inc. | 0.00% | Add +154.5% | 985 | $123K |
| Sterling Capital Management LLC | 0.00% | Reduce -9.5% | 970 | $121K |
| Versant Capital Management, Inc | 0.01% | Add +350.0% | 909 | $113K |
| Strategic Advocates LLC | 0.50% | Reduce -88.4% | 906 | $113K |
| Creative Financial Designs Inc. | 0.01% | Reduce -5.8% | 879 | $110K |
| Lanark Financial, Inc. | 0.01% | Add +0.6% | 825 | $103K |
| Ares Financial Consulting, LLC | 0.08% | New | 795 | $98K |
| Destiny Wealth Partners, LLC | 0.01% | New | 772 | $96K |
| PlanVest Financial, Inc | 0.07% | — | 766 | $96K |
| Blue Trust, Inc. | 0.00% | Add +32.9% | 748 | $93K |
| Abound Wealth Management | 0.02% | No change | 747 | $93K |
| Ascentis Independent Advisors | 0.01% | New | 706 | $88K |
| Private Trust Co. NA | 0.01% | Add +39.9% | 701 | $87K |
| My Portfolio Guide, LLC | 0.05% | — | 668 | $83K |
| Atlantic Union Bankshares Corp | 0.00% | Add +17.7% | 666 | $83K |
| Westpac Banking Corp. | 0.01% | No change | 656 | $82K |
| TD Waterhouse Canada Inc. | 0.00% | Add +33.9% | 648 | $79K |
| Basecamp Wealth Advisors LLC | 0.02% | Reduce -2.6% | 608 | $76K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Add +1160.4% | 605 | $76K |
| WPG Advisers, LLC | 0.06% | Add +7.3% | 604 | $75K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 600 | $75K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +43.6% | 563 | $70K |
| Burkett Financial Services, LLC | 0.02% | Add +124.8% | 562 | $70K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 545 | $68K |
| Pin Oak Investment Advisors Inc. | 0.05% | Reduce -54.5% | 547 | $68K |
| Financial Perspectives, Inc | 0.02% | No change | 541 | $68K |
| Intesa Sanpaolo Wealth Management | 0.02% | No change | 540 | $67K |
| HighMark Wealth Management LLC | 0.03% | Add +187.6% | 532 | $66K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 522 | $65K |
| Huntington National Bank | 0.00% | Add +54.8% | 517 | $65K |
| MCF Advisors LLC | 0.00% | Reduce -5.9% | 507 | $63K |
| BigSur Wealth Management LLC | 0.02% | No change | 500 | $62K |
| Wilkerson Advisory Group LLC | 0.02% | Add +149.0% | 498 | $62K |
| City State Bank | 0.02% | Add +92.0% | 480 | $60K |
| REAP Financial Group, LLC | 0.01% | No change | 455 | $57K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 441 | $55K |
| MTM Investment Management, LLC | 0.02% | Reduce -82.0% | 440 | $55K |
| Evermay Wealth Management LLC | 0.01% | No change | 427 | $53K |
| Banque Transatlantique SA | 0.00% | Add +575.0% | 405 | $50K |
| Bogart Wealth, LLC | 0.00% | Add +4.0% | 385 | $48K |
| Activest Wealth Management | 0.01% | Add +3640.0% | 374 | $47K |
| V-Square Quantitative Management LLC | 0.00% | New | 374 | $47K |
| St Germain D J Co. Inc. | 0.00% | Add +111.3% | 374 | $47K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -6.6% | 370 | $46K |
| Opal Wealth Advisors, LLC | 0.01% | New | 355 | $44K |
| Vestor Capital, LLC | 0.00% | Reduce -69.0% | 338 | $42K |
| North Star Investment Management Corp. | 0.00% | Add +8.8% | 333 | $42K |
| MPWM Advisory Solutions, LLC | 0.02% | Reduce -8.6% | 320 | $40K |
| Covestor Ltd | 0.03% | Add +127.4% | 307 | $39K |
| Whittier Trust Co. | 0.00% | Add +1263.6% | 300 | $38K |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.02% | New | 296 | $37K |
| Quadrant Capital Group LLC | 0.00% | Add +413.0% | 277 | $35K |
| Salem Investment Counselors Inc. | 0.00% | New | 261 | $33K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -13.8% | 250 | $31K |
| Triumph Capital Management | 0.01% | Add +1.8% | 231 | $29K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -44.0% | 223 | $28K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 213 | $27K |
| Westside Investment Management, Inc. | 0.00% | Reduce -1.8% | 215 | $27K |
| CVA Family Office, LLC | 0.00% | Add +35.4% | 214 | $27K |
| Quaker Wealth Management, LLC | 0.01% | Add +1.5% | 208 | $26K |
| Westfuller Advisors, LLC | 0.01% | New | 202 | $25K |
| SJS Investment Consulting Inc. | 0.00% | No change | 201 | $25K |
| Costello Asset Management, INC | 0.01% | No change | 200 | $25K |
| Clearstead Trust, LLC | 0.00% | Add +27.0% | 193 | $24K |
| Wolverine Asset Management LLC | 0.00% | Reduce -89.0% | 192 | $24K |
| Raiffeisen Bank International AG | 0.00% | Reduce -94.2% | 188 | $23K |
| TFC Financial Management, Inc. | 0.00% | Add +1.7% | 180 | $22K |
| Colonial Trust Advisors | 0.00% | Add +125.0% | 180 | $22K |
| Zions Bancorporation, National Association | 0.00% | Add +883.3% | 177 | $22K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 175 | $22K |
| Horrell Capital Management, Inc. | 0.01% | Add +61.0% | 169 | $21K |
| Meeder Asset Management Inc. | 0.00% | Add +41.5% | 167 | $21K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | Reduce -23.8% | 160 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 160 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Add +1.8% | 166 | $20K |
| Private Wealth Management Group, LLC | 0.01% | Add +35.0% | 158 | $20K |
| Avion Wealth | 0.00% | Add +403.2% | 156 | $19K |
| Parkside Financial Bank & Trust | 0.00% | Add +184.9% | 151 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +115.9% | 149 | $19K |
| Sound Income Strategies, LLC | 0.00% | No change | 144 | $18K |
| Ancora Advisors LLC | 0.00% | Reduce -73.0% | 137 | $17K |
| Nemes Rush Group LLC | 0.00% | Reduce -0.7% | 136 | $17K |
| MV Capital Management, Inc. | 0.00% | Add +50.6% | 131 | $16K |
| Intentional Wealth Strategies, LLC | 0.02% | — | 130 | $16K |
| Kemnay Advisory Services Inc. | 0.00% | Add +17.8% | 126 | $16K |
| Root Financial Partners, LLC | 0.00% | Reduce -82.3% | 123 | $15K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +617.6% | 122 | $15K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 122 | $15K |
| Cheviot Value Management, LLC | 0.00% | No change | 120 | $15K |
| Financial Freedom, LLC | 0.01% | No change | 115 | $14K |
| Wall Street Financial Group, Inc. | 0.01% | New | 111 | $14K |
| Financial Management Professionals, Inc. | 0.00% | Add +10.5% | 105 | $13K |
| Arlington Trust Co LLC | 0.00% | No change | 101 | $13K |
| Portus Wealth Advisors, LLC | 0.01% | New | 100 | $12K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 100 | $12K |
| JPL Wealth Management, LLC | 0.00% | New | 99 | $12K |
| Altshuler Shaham Ltd | 0.00% | Reduce -94.7% | 98 | $12K |
| Bessemer Group Inc. | 0.00% | Reduce -19.0% | 94 | $12K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -2.0% | 96 | $12K |
| Quent Capital, LLC | 0.00% | Reduce -8.9% | 92 | $11K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 92 | $11K |
| WealthCollab, LLC | 0.00% | Add +97.8% | 89 | $11K |
| Avalon Trust Co | 0.00% | No change | 85 | $11K |
| Crewe Advisors LLC | 0.00% | Reduce -5.8% | 82 | $10K |
| First PREMIER Bank | 0.00% | No change | 84 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 80 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -32.1% | 74 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -23.3% | 66 | $8K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -74.8% | 66 | $8K |
| Forum Finance Group S.A. | 0.00% | — | 85 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 64 | $8K |
| Osbon Capital Management LLC | 0.01% | No change | 60 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 60 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -82.4% | 60 | $7K |
| PayPay Securities Corp | 0.25% | New | 49 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 57 | $7K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 56 | $7K |
| MidFirst Bank | 0.00% | No change | 54 | $7K |
| First Horizon Corp. | 0.00% | Reduce -28.9% | 54 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -10.3% | 52 | $6K |
| Trust Co | 0.00% | No change | 51 | $6K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 50 | $6K |
| Millstone Evans Group, LLC | 0.00% | No change | 50 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 50 | $6K |
| Global Wealth Strategies & Associates | 0.00% | No change | 50 | $6K |
| Bank of New Hampshire | 0.00% | No change | 50 | $6K |
| HM Payson & Co. | 0.00% | No change | 50 | $6K |
| UMB Bank, n.a. | 0.00% | Reduce -26.5% | 50 | $6K |
| Bullock Wealth Management Group | 0.00% | Add +100.0% | 50 | $6K |
| Cornerstone Financial Management LLC | 0.01% | Add +308.3% | 49 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 49 | $6K |
| Chilton Capital Management LLC | 0.00% | No change | 48 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 45 | $6K |
| TD Private Client Wealth LLC | 0.00% | Reduce -96.2% | 44 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +258.3% | 43 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -2.3% | 43 | $5K |
| Valley National Advisers Inc. | 0.00% | No change | 44 | $5K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -79.0% | 40 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -82.6% | 40 | $5K |
| Marquette Asset Management, LLC | 0.00% | Add +23.3% | 37 | $5K |
| Albion Financial Group | 0.00% | New | 37 | $5K |
| Park Place Capital Corp | 0.00% | New | 36 | $4K |
| Chesapeake Asset Management LLC | 0.00% | No change | 36 | $4K |
| Sachetta, LLC | 0.00% | Add +1066.7% | 35 | $4K |
| Wellington-Altus USA Inc. | 0.00% | New | 50 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 34 | $4K |
| American Capital Advisory, LLC | 0.00% | Add +10.0% | 33 | $4K |
| First Command Advisory Services, Inc. | 0.00% | Add +450.0% | 33 | $4K |
| Strive Financial Group ,LLC | 0.00% | No change | 30 | $4K |
| Roble, Belko & Company, Inc | 0.00% | Add +20.0% | 30 | $4K |
| Align Financial, LLC | 0.00% | Reduce -99.3% | 30 | $4K |
| Curio Wealth, LLC | 0.00% | New | 30 | $4K |
| Pacific Center for Financial Services | 0.00% | Reduce -90.9% | 30 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 30 | $4K |
| Miller Global Investments, LLC | 0.00% | No change | 28 | $3K |
| High Note Wealth, LLC | 0.00% | Add +145.4% | 27 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -37.2% | 27 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +36.8% | 26 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | New | 25 | $3K |
| Pinney & Scofield, Inc. | 0.00% | No change | 25 | $3K |
| Mather Group, Llc. | 0.00% | New | 23 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 22 | $3K |
| RMG Wealth Management LLC | 0.00% | No change | 14 | $3K |
| PFS Partners, LLC | 0.00% | No change | 21 | $3K |
| Stone House Investment Management, LLC | 0.00% | New | 21 | $3K |
| Addison Advisors LLC | 0.00% | Reduce -23.1% | 20 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +400.0% | 20 | $2K |
| Winch Advisory Services, LLC | 0.00% | New | 19 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 19 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -43.8% | 18 | $2K |
| BankPlus Trust Department | 0.00% | No change | 17 | $2K |
| True Wealth Design, LLC | 0.00% | Add +433.3% | 16 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 16 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -23.8% | 16 | $2K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 16 | $2K |
| Chung Wu Investment Group, LLC | 0.00% | Reduce -97.1% | 15 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +66.7% | 15 | $2K |
| Sittner & Nelson, LLC | 0.00% | Reduce -50.0% | 15 | $2K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | Add +8500.0% | 860 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 13 | $2K |
| Nvwm, LLC | 0.00% | No change | 13 | $2K |
| 2UniFi Bank | 0.00% | Reduce -25.0% | 12 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 5 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +300.0% | 12 | $1K |
| NBT Bank, N.A. | 0.00% | New | 11 | $1K |
| Basepoint Wealth LLC | 0.00% | No change | 10 | $1K |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | New | 9 | $1K |
| Raleigh Capital Management Inc. | 0.00% | New | 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% | No change | 8 | $998 |
| Bare Financial Services, Inc | 0.00% | Add +33.3% | 8 | $998 |
| Fortitude Family Office, LLC | 0.00% | Add +33.3% | 8 | $998 |
| LRI Investments, LLC | 0.00% | New | 8 | $998 |
| Kilter Group LLC | 0.00% | No change | 7 | $874 |
| Burk Holdings LLC | 0.00% | New | 6 | $749 |
| Hughes Financial Services, LLC | 0.00% | Reduce -40.0% | 6 | $749 |
| Essential Investment Partners LLC | 0.00% | No change | 5 | $624 |
| Davis Capital Management | 0.00% | Add +300.0% | 4 | $499 |
| TopTier Wealth Management, LLC | 0.00% | New | 4 | $499 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $375 |
| Clear Investment Research, LLC | 0.00% | New | 3 | $374 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 3 | $374 |
| IMA Advisory Services, Inc. | 0.00% | Reduce -85.7% | 3 | $374 |
| Wealth Preservation Advisors, LLC | 0.00% | Add +100.0% | 2 | $250 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $250 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 2 | $250 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2 | $250 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 2 | $249 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 2 | $190 |
| Whipplewood Advisors, LLC | 0.00% | New | 1 | $125 |
| Ameriflex Group, Inc. | 0.00% | No change | 1 | $125 |
| 3 Factor Indexing, LLC | 0.00% | — | 1 | $125 |
| Coston, McIsaac & Partners | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is MSTR's weight in each manager's 13F, not the share of Strategy Inc. the manager owns.