StrategyMSTR
13F holders, Q2 2026 (June 30)852holders −94
90new positions
180sold out
7famous investors
$86.96avg. 13F price*
At the end of Q2 2026, 852 institutions reported holding Strategy Inc. (MSTR) in their 13F filings, down 94 from Q1 2026. 90 opened new positions and 180 sold out. The largest holders were Capital International Investors ($3.0B), BlackRock, Inc. ($1.7B) and Vanguard Portfolio Management LLC ($1.3B). 7 famous investors held it, including Bill Miller (1.0% of Miller Value Partners's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Strategy Inc.
- Sector
- Technology
- CUSIP
- 594972408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $324.0M |
| Exits | 180 | $671.4M |
All 13F filers, Q1 2026 → Q2 2026: 30,263,273 shares bought and 23,015,445 shares sold, net +7,247,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 852 holders
| Capital International Investors | 0.63% | Add +11.0% | 34,902,002 | $3.0B |
| BlackRock, Inc. | 0.03% | Add +9.2% | 19,394,284 | $1.7B |
| Vanguard Portfolio Management LLC | 0.06% | Add +4.2% | 15,353,408 | $1.3B |
| Vanguard Capital Management LLC | 0.03% | Add +6.1% | 14,938,599 | $1.3B |
| Invesco Ltd. | 0.06% | Add +7.1% | 9,340,682 | $812.0M |
| Morgan Stanley | 0.04% | Add +0.5% | 9,330,454 | $811.1M |
| State Street Corp. | 0.02% | Add +7.2% | 7,527,561 | $654.4M |
| Goldman Sachs Group Inc. | 0.05% | Add +225.2% | 5,810,162 | $505.1M |
| UBS Group AG | 0.07% | Reduce -21.7% | 4,943,411 | $429.7M |
| Geode Capital Management, LLC | 0.02% | Reduce -1.1% | 4,606,751 | $399.3M |
| Capital World Investors | 0.04% | Add +0.7% | 4,310,934 | $374.8M |
| Norges Bank | 0.03% | — | 3,979,476 | $345.9M |
| Harvest Portfolios Group Inc. | 3.83% | Add +16.5% | 3,121,927 | $271.4M |
| Capital Research Global Investors | 0.04% | Reduce -60.7% | 2,993,437 | $260.3M |
| Jane Street Group, LLC | 0.15% | Add +1176.1% | 2,677,622 | $232.8M |
| Renaissance Technologies | 0.31% | Add +19.8% | 2,553,692 | $222.0M |
| Susquehanna International Group, LLP | 0.19% | Add +96.5% | 2,520,930 | $219.1M |
| Vanguard Fiduciary Trust Co. | 0.04% | Add +7.4% | 2,094,345 | $182.1M |
| Wells Fargo & Company | 0.03% | Add +174.7% | 1,994,253 | $173.4M |
| Northern Trust Corp. | 0.02% | Add +4.0% | 1,831,554 | $159.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +15.4% | 1,795,815 | $156.1M |
| Clear Street Group Inc. | 0.43% | Add +21.1% | 1,554,968 | $135.2M |
| Marex Group Ltd | 0.95% | Reduce -56.9% | 1,471,629 | $127.9M |
| Legal & General Group Plc | 0.03% | Add +3.5% | 1,420,987 | $123.5M |
| HRT Financial LP | 0.22% | New | 1,374,008 | $119.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -14.4% | 1,346,925 | $117.1M |
| Amundi | 0.03% | Add +148.9% | 1,324,053 | $115.1M |
| Capstone Investment Advisors, LLC | 1.03% | Add +1948.1% | 1,298,361 | $112.9M |
| National Bank of Canada | 0.09% | Add +127.8% | 1,207,518 | $105.0M |
| Bank of America Corp. | 0.01% | Reduce -70.3% | 1,176,925 | $102.3M |
| Quadrature Capital Ltd | 0.85% | Add +174.0% | 1,148,665 | $99.9M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 1,029,623 | $89.5M |
| Capula Management Ltd | 0.38% | Add +22397.3% | 1,002,482 | $87.1M |
| Tidal Investments LLC | 0.21% | Reduce -27.1% | 991,334 | $86.2M |
| Citigroup Inc. | 0.04% | Add +33.0% | 961,554 | $83.6M |
| National Pension Service | 0.05% | Add +10.4% | 907,442 | $78.9M |
| Cantor Fitzgerald, L. P. | 1.49% | Reduce -51.3% | 887,996 | $77.2M |
| Deutsche Bank AG | 0.02% | Add +11.5% | 874,925 | $76.1M |
| First Trust Advisors LP | 0.04% | Add +13.2% | 855,839 | $74.4M |
| Natixis | 0.35% | Add +38.6% | 852,901 | $74.1M |
| LPL Financial LLC | 0.01% | Add +4.6% | 739,642 | $64.3M |
| Swiss National Bank | 0.03% | Reduce -3.9% | 736,300 | $64.0M |
| Bank of Montreal | 0.02% | Reduce -16.8% | 709,590 | $61.7M |
| Barclays PLC | 0.02% | Reduce -9.8% | 696,319 | $60.5M |
| JPMorgan Chase & Co. | 0.00% | Add +10.6% | 624,387 | $57.9M |
| Weiss Asset Management LP | 0.93% | Reduce -5.6% | 629,895 | $54.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | Add +14.9% | 605,800 | $52.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.8% | 604,139 | $52.5M |
| Nuveen, LLC | 0.01% | Add +2.5% | 591,571 | $51.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.4% | 466,204 | $40.5M |
| FMR LLC | 0.00% | Reduce -54.9% | 439,718 | $38.2M |
| CTC LLC | 2.21% | Reduce -14.5% | 432,111 | $37.6M |
| HSBC Holdings PLC | 0.02% | Add +33.0% | 426,378 | $37.0M |
| Van Eck Associates Corp. | 0.02% | Add +39.4% | 420,290 | $36.5M |
| California State Teachers Retirement System | 0.03% | Reduce -0.2% | 400,891 | $34.8M |
| SG Americas Securities, LLC | 0.02% | Reduce -29.5% | 393,775 | $34.2M |
| PEAK6 LLC | 0.82% | New | 388,347 | $33.8M |
| Royal Bank of Canada | 0.01% | Add +13.6% | 385,002 | $33.5M |
| Bitwise Funds Trust | 7.79% | — | 381,626 | $33.2M |
| California Public Employees Retirement System | 0.02% | Reduce -1.9% | 381,048 | $33.1M |
| Exchange Traded Concepts, LLC | 0.15% | Add +35.1% | 354,131 | $30.8M |
| Belvedere Trading LLC | 2.51% | Add +11.6% | 346,855 | $30.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +11.9% | 343,869 | $29.9M |
| Caitong International Asset Management Co., Ltd | 3.99% | New | 334,219 | $29.1M |
| Virtu Financial LLC | 0.90% | New | 329,242 | $28.6M |
| Rhumbline Advisers | 0.02% | Reduce -5.2% | 322,176 | $28.0M |
| New York State Common Retirement Fund | 0.04% | Reduce -3.4% | 319,850 | $27.8M |
| Foundations Investment Advisors, LLC | 0.28% | Add +4.2% | 318,171 | $27.7M |
| ProShare Advisors LLC | 0.04% | Reduce -22.6% | 309,680 | $26.9M |
| BNP Paribas Financial Markets | 0.01% | Add +49.0% | 308,400 | $26.8M |
| IMC-Chicago, LLC | 0.24% | New | 294,903 | $25.6M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +4.3% | 271,273 | $23.6M |
| Ofi Invest Asset Management | 0.20% | Add +0.4% | 268,183 | $20.4M |
| Aviva PLC | 0.03% | Add +0.5% | 229,471 | $19.9M |
| Victory Capital Management Inc. | 0.01% | Add +5.1% | 225,861 | $19.6M |
| Group One Trading LLC | 0.55% | Add +734.3% | 220,929 | $19.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.8% | 219,538 | $19.1M |
| Cetera Investment Advisers | 0.02% | Reduce -24.5% | 211,203 | $18.4M |
| Compass Rose Asset Management, LP | 10.16% | New | 202,500 | $17.6M |
| Aspiring Ventures, LLC | 4.37% | Add +15.1% | 189,247 | $16.5M |
| Ossiam | 0.21% | New | 185,641 | $16.1M |
| NEOS Investment Management LLC | 0.06% | Add +29.1% | 183,301 | $15.9M |
| LMR Partners LLP | 0.14% | Reduce -35.0% | 180,681 | $15.7M |
| D. E. Shaw & Co. | 0.01% | Add +498.6% | 172,455 | $15.0M |
| Credit Agricole S A | 0.04% | Add +29.2% | 161,080 | $14.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +53.6% | 160,534 | $14.0M |
| Vanguard Global Advisers, LLC | 0.01% | Reduce -7.7% | 159,125 | $13.8M |
| Stifel Financial Corp. | 0.01% | Reduce -8.5% | 158,979 | $13.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -23.1% | 155,889 | $13.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +4.2% | 154,630 | $13.4M |
| Mariner, LLC | 0.01% | Add +34.5% | 150,453 | $13.1M |
| Shariaportfolio, Inc. | 4.59% | Add +16.8% | 149,236 | $13.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +11.3% | 149,094 | $12.9M |
| AQR Capital Management | 0.00% | Add +4.4% | 152,332 | $12.9M |
| Squarepoint Ops LLC | 0.02% | Add +78.6% | 143,672 | $12.5M |
| Jefferies Financial Group Inc. | 0.12% | Add +1.3% | 142,533 | $12.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -16.8% | 98,406 | $12.3M |
| Strong Tower Advisory Services | 2.18% | Add +4.1% | 140,149 | $12.2M |
| VY Capital Management Co. Ltd. | 0.03% | — | 140,000 | $12.2M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -28.9% | 139,403 | $12.1M |
| EULAV Asset Management | 0.38% | No change | 138,000 | $12.0M |
| Generali Asset Management SPA SGR | 0.22% | Add +82.5% | 136,945 | $11.9M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -0.1% | 136,124 | $11.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +23.2% | 135,951 | $11.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.6% | 135,369 | $11.8M |
| Vanguard Investments Australia, Ltd. | 0.03% | Add +1.8% | 134,902 | $11.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +11.0% | 133,755 | $11.6M |
| Danske Bank A/S | 0.02% | Reduce -0.4% | 131,723 | $11.5M |
| Horizon Kinetics Asset Management LLC | 0.13% | Reduce -6.8% | 129,774 | $11.3M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -1.6% | 121,962 | $10.6M |
| TD Asset Management Inc | 0.01% | Add +7.6% | 121,147 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.9% | 119,088 | $10.4M |
| Citadel Advisors | 0.01% | Reduce -90.3% | 117,928 | $10.3M |
| Nomura Holdings Inc. | 0.04% | Reduce -22.2% | 115,109 | $10.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -28.6% | 113,449 | $9.9M |
| Storebrand Asset Management As | 0.02% | Add +16.3% | 113,359 | $9.9M |
| KLP Kapitalforvaltning As | 0.03% | Add +5.5% | 110,420 | $9.6M |
| Jump Financial, LLC | 0.09% | Add +494.2% | 108,874 | $9.5M |
| MML Investors Services, LLC | 0.02% | Add +3.9% | 108,288 | $9.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +6.9% | 107,414 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Add +24.4% | 107,219 | $9.3M |
| Handelsbanken Fonder AB | 0.03% | Add +28.8% | 106,522 | $9.3M |
| Asset Management One Co., Ltd. | 0.02% | Add +1.4% | 106,355 | $9.2M |
| Quantinno Capital Management LP | 0.01% | Add +75.3% | 105,383 | $9.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +0.8% | 105,319 | $9.2M |
| Vontobel Holding Ltd. | 0.03% | Reduce -72.6% | 102,224 | $8.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.05% | New | 100,396 | $8.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +3.4% | 98,710 | $8.6M |
| SkyBridge Capital II, LLC | 80.39% | Add +40.4% | 98,690 | $8.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +33.5% | 94,608 | $8.2M |
| XTX Topco Ltd | 0.10% | Add +105.0% | 93,270 | $8.1M |
| Captrust Financial Advisors | 0.01% | Reduce -33.0% | 92,582 | $8.0M |
| Teacher Retirement System of Texas | 0.02% | Add +13.9% | 91,450 | $7.9M |
| Swedbank AB | 0.01% | Add +10.1% | 90,590 | $7.9M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +10.2% | 89,676 | $7.8M |
| Summit Financial, LLC | 0.09% | Add +55.3% | 89,140 | $7.7M |
| Independent Financial Group, LLC | 0.14% | Add +5.1% | 88,483 | $7.7M |
| American Century Companies Inc. | 0.00% | Add +109.4% | 87,609 | $7.6M |
| Rafferty Asset Management, LLC | 0.02% | Add +3.7% | 87,040 | $7.6M |
| Creative Planning | 0.00% | Reduce -13.2% | 86,284 | $7.5M |
| Alpine Global Management, LLC | 1.23% | Add +1.5% | 86,266 | $7.5M |
| Vista Investment Partners Ii, LLC | 2.90% | Add +55.5% | 85,122 | $7.4M |
| Leonteq Securities AG | 0.44% | Reduce -14.1% | 85,064 | $7.4M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -4.6% | 84,858 | $7.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.4% | 82,864 | $7.2M |
| Korea Investment CORP | 0.01% | Reduce -3.0% | 82,454 | $7.2M |
| Los Angeles Capital Management LLC | 0.03% | Add +6539.4% | 81,333 | $7.1M |
| Hudson Bay Capital Management LP | 0.04% | Reduce -65.4% | 79,432 | $6.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -7.5% | 78,474 | $6.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.5% | 75,717 | $6.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +45.6% | 71,785 | $6.4M |
| Arizona State Retirement System | 0.03% | Add +1.3% | 72,439 | $6.3M |
| CIBC Asset Management Inc | 0.01% | Add +5.5% | 71,579 | $6.2M |
| Man Group plc | 0.01% | Reduce -31.9% | 71,298 | $6.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -57.8% | 70,217 | $6.1M |
| Guggenheim Capital LLC | 0.04% | Add +13.8% | 70,211 | $6.1M |
| Accuvest Global Advisors | 5.25% | Add +0.0% | 70,140 | $6.1M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -8.9% | 68,882 | $6.1M |
| Corient Private Wealth LP | 0.01% | Add +39.5% | 69,499 | $6.0M |
| NewEdge Advisors, LLC | 0.02% | Add +24.6% | 67,705 | $5.9M |
| GF Fund Management Co. LTD. | 0.07% | Add +21.8% | 66,807 | $5.8M |
| Oak Thistle LLC | 0.56% | New | 66,766 | $5.8M |
| USS Investment Management Ltd | 0.02% | Add +45.5% | 66,201 | $5.8M |
| Tredje AP-fonden | 0.03% | Reduce -16.2% | 64,938 | $5.6M |
| Sei Investments Co. | 0.00% | Add +37.5% | 62,808 | $5.5M |
| Tobam | 1.29% | Add +14.7% | 61,132 | $5.3M |
| Vident Advisory, LLC | 0.04% | Reduce -43.4% | 61,038 | $5.3M |
| Quantitative Investment Management, LLC | 0.57% | New | 60,596 | $5.3M |
| Elequin Capital, LP | 0.91% | Add +82.3% | 60,421 | $5.3M |
| STRS Ohio | 0.02% | Reduce -35.8% | 60,085 | $5.2M |
| Daiwa Securities Group Inc. | 0.01% | Add +9.2% | 57,970 | $5.0M |
| DNB Asset Management AS | 0.01% | Add +2.2% | 57,774 | $5.0M |
| IFM Investors Pty Ltd | 0.03% | Add +8.2% | 57,207 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.7% | 57,056 | $5.0M |
| Longitude (Cayman) Ltd. | 3.16% | Add +42.1% | 55,000 | $4.8M |
| Marathon Trading Investment Management LLC | 0.54% | Reduce -51.9% | 53,956 | $4.7M |
| SEB Asset Management AB | 0.02% | Add +0.9% | 53,837 | $4.7M |
| Capital Wealth Alliance, LLC | 2.14% | Add +3.1% | 53,147 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -17.3% | 52,314 | $4.5M |
| Toronto Dominion Bank | 0.01% | Add +22.8% | 50,502 | $4.4M |
| Miller Value Partners | 1.03% | Reduce -3.6% | 50,203 | $4.4M |
| Utah Retirement Systems | 0.04% | Add +58.4% | 49,688 | $4.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +2.1% | 49,055 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.7% | 48,032 | $4.2M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -91.1% | 46,203 | $4.0M |
| Osaic Holdings, Inc. | 0.00% | Add +61.0% | 45,261 | $3.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Reduce -27.5% | 44,148 | $3.8M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -21.8% | 43,674 | $3.8M |
| Lauer Wealth, LLC | 2.59% | Add +861.3% | 38,896 | $3.8M |
| Rakuten Investment Management, Inc. | 0.01% | Add +28.6% | 40,617 | $3.8M |
| Compass Ion Advisors, LLC | 0.32% | Add +0.3% | 43,182 | $3.8M |
| Balyasny Asset Management L.P. | 0.01% | Add +88.9% | 43,092 | $3.7M |
| Independent Advisor Alliance | 0.09% | Reduce -12.8% | 42,857 | $3.7M |
| GTS Securities LLC | 0.08% | Add +210.7% | 42,574 | $3.7M |
| MADDEN SECURITIES Corp | 1.03% | Reduce -7.3% | 42,448 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +127.7% | 42,309 | $3.7M |
| Mn Services Vermogensbeheer B.V. | 0.03% | Add +7.6% | 42,300 | $3.7M |
| Beaird Harris Wealth Management, LLC | 0.23% | Reduce -7.4% | 42,138 | $3.7M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +2.2% | 41,900 | $3.6M |
| Moors & Cabot, Inc. | 0.14% | Add +2.0% | 40,508 | $3.5M |
| Kessler Investment Group, LLC | 1.48% | Reduce -2.0% | 39,932 | $3.5M |
| Xponance LLC | 0.02% | Reduce -2.3% | 39,703 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.6% | 39,382 | $3.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +8.7% | 39,101 | $3.4M |
| KBC Group NV | 0.01% | Reduce -43.2% | 38,804 | $3.4M |
| iA Global Asset Management Inc. | 0.04% | Add +2.4% | 38,605 | $3.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +38.6% | 37,889 | $3.3M |
| Jain Global LLC | 0.04% | New | 36,809 | $3.2M |
| Cerity Partners LLC | 0.00% | Add +8.0% | 36,600 | $3.2M |
| SIH Partners, LLLP | 0.13% | Reduce -78.5% | 36,599 | $3.2M |
| Pacific Capital Wealth Advisors, Inc. | 0.47% | Reduce -9.2% | 35,499 | $3.1M |
| Shelton Capital Management | 0.05% | Reduce -2.0% | 33,883 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +74.6% | 33,846 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +30.8% | 33,625 | $2.9M |
| Farringdon Capital, Ltd. | 1.45% | Add +16.6% | 33,608 | $2.9M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -0.2% | 33,604 | $2.9M |
| Acorn Financial Advisory Services Inc. | 0.38% | Reduce -3.0% | 33,055 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Add +4.8% | 32,974 | $2.9M |
| Cavalier Investments, LLC | 1.05% | Add +25.0% | 32,697 | $2.8M |
| MSA Advisors, LLC | 0.72% | No change | 32,290 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +4.4% | 32,282 | $2.8M |
| Walleye Capital LLC | 0.01% | Add +25.1% | 31,714 | $2.8M |
| Titleist Asset Management, LLC | 0.18% | Add +15.7% | 31,356 | $2.7M |
| SBI Securities Co., Ltd. | 0.06% | Reduce -4.7% | 31,331 | $2.7M |
| Matauro, LLC | 0.35% | Add +25.8% | 30,331 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.6% | 30,316 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.4% | 30,075 | $2.6M |
| Parallax Volatility Advisers, L.P. | 0.12% | Reduce -72.7% | 30,024 | $2.6M |
| OP Asset Management Ltd | 0.03% | Add +9.4% | 29,151 | $2.5M |
| Mackenzie Financial Corp. | 0.00% | Add +21.0% | 29,036 | $2.5M |
| Nordea Investment Management AB | 0.00% | Add +12.2% | 29,767 | $2.5M |
| Rakuten Securities, Inc. | 0.56% | Add +22.4% | 27,929 | $2.4M |
| CIBC Bancorp USA Inc. | 0.00% | Add +5.3% | 27,458 | $2.4M |
| Nykredit A/S | 0.01% | — | 27,417 | $2.4M |
| Caprock Group, LLC | 0.05% | Add +46.7% | 27,263 | $2.4M |
| Centric Wealth Management | 0.35% | No change | 12,380 | $2.3M |
| DRW Securities, LLC | 0.14% | Add +394.0% | 26,175 | $2.3M |
| Prudential PLC | 0.01% | No change | 25,976 | $2.3M |
| Greenland Capital Management LP | 0.47% | New | 25,426 | $2.2M |
| Evolution Wealth Advisors, LLC | 0.26% | No change | 25,127 | $2.2M |
| Truvestments Capital LLC | 0.32% | Add +4.4% | 24,981 | $2.2M |
| Blair William & Co. | 0.01% | Reduce -2.4% | 24,784 | $2.2M |
| Harvest Fund Management Co., Ltd | 0.07% | Add +6.0% | 24,586 | $2.1M |
| EagleClaw Capital Managment, LLC | 0.28% | Reduce -0.9% | 24,015 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +38.9% | 23,900 | $2.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -29.9% | 23,692 | $2.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +4.3% | 23,621 | $2.1M |
| United Capital Management of KS, Inc. | 0.27% | Reduce -25.2% | 23,500 | $2.0M |
| Franklin Resources Inc. | 0.00% | Add +15.5% | 23,355 | $2.0M |
| Golden State Wealth Management, LLC | 0.18% | Reduce -8.3% | 23,141 | $2.0M |
| Profund Advisors LLC | 0.05% | Add +13.1% | 22,796 | $2.0M |
| IHT Wealth Management, LLC | 0.04% | Reduce -17.2% | 22,643 | $2.0M |
| Jupiter Topco LLC | 0.00% | — | 22,462 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +29.0% | 20,619 | $2.0M |
| Walleye Trading LLC | 0.03% | Reduce -58.8% | 21,975 | $1.9M |
| Heritage Investors Management Corp. | 0.05% | No change | 21,909 | $1.9M |
| Scientech Research LLC | 1.54% | New | 21,887 | $1.9M |
| Vivid Wealth Management, LLC | 0.67% | Add +34.4% | 21,855 | $1.9M |
| Wealthspire Advisors, LLC | 0.01% | New | 21,715 | $1.9M |
| Old Mission Capital LLC | 0.05% | Reduce -92.8% | 21,534 | $1.9M |
| J. Derek Lewis & Associates Inc. | 0.35% | Add +156.9% | 21,328 | $1.9M |
| Collar Capital Management, LLC | 1.09% | Reduce -2.9% | 21,318 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | Add +3.4% | 21,300 | $1.9M |
| Boothbay Fund Management, LLC | 0.04% | Add +397.4% | 21,250 | $1.8M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -14.6% | 21,208 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.8% | 20,963 | $1.8M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 20,918 | $1.8M |
| Secure Asset Management, LLC | 0.25% | Add +1.1% | 20,238 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | Add +33.8% | 20,200 | $1.8M |
| Macquarie Group Ltd. | 0.01% | Add +12.8% | 20,196 | $1.8M |
| Realta Investment Advisors | 0.54% | Add +6.7% | 20,094 | $1.7M |
| Pacer Advisors, Inc. | 0.00% | Reduce -54.7% | 20,033 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -26.3% | 19,977 | $1.7M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -1.8% | 19,842 | $1.7M |
| Kentucky Retirement Systems | 0.04% | New | 19,693 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.6% | 19,675 | $1.7M |
| Teamwork Financial Advisors, LLC | 0.16% | Add +25.3% | 19,515 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -18.7% | 19,292 | $1.7M |
| Chicago Partners Investment Group LLC | 0.03% | Add +2.4% | 17,785 | $1.7M |
| Rathbones Group PLC | 0.01% | Reduce -1.1% | 18,972 | $1.6M |
| Wolverine Asset Management LLC | 0.08% | Add +9636.5% | 18,694 | $1.6M |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -36.9% | 18,360 | $1.6M |
| Allstate Corp. | 0.02% | Add +115.6% | 18,347 | $1.6M |
| HBK Investments L P | 0.02% | New | 18,227 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Add +15.2% | 18,208 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.2% | 18,154 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +10.3% | 18,147 | $1.6M |
| Candriam S.C.A. | 0.01% | Reduce -3.2% | 17,862 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +17.4% | 17,769 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +24.3% | 17,746 | $1.5M |
| Schroder Investment Management Group | 0.00% | Reduce -77.4% | 17,172 | $1.5M |
| MUFG Securities EMEA plc | 0.02% | New | 16,744 | $1.5M |
| Sovran Advisors, LLC | 0.11% | Add +6.4% | 15,048 | $1.4M |
| Investment Management Corp of Ontario | 0.02% | Reduce -10.9% | 16,634 | $1.4M |
| Kapstone Financial Advisors LLC | 0.60% | Add +0.6% | 16,590 | $1.4M |
| HHM Wealth Advisors, LLC | 0.14% | Reduce -8.3% | 16,511 | $1.4M |
| Wellington Management Group LLP | 0.00% | Reduce -5.7% | 16,492 | $1.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +31.6% | 16,612 | $1.4M |
| Venturi Wealth Management, LLC | 0.05% | Add +24.4% | 16,022 | $1.4M |
| WCG Wealth Advisors LLC | 0.03% | Add +29.0% | 15,866 | $1.4M |
| KPP Advisory Services LLC | 0.17% | Add +5.6% | 15,765 | $1.4M |
| Pinnacle Associates Ltd. | 0.01% | Add +69.3% | 15,269 | $1.3M |
| Inspire Investing, LLC | 0.05% | Add +15.4% | 15,232 | $1.3M |
| Cibc World Market Inc. | 0.00% | Reduce -26.7% | 15,201 | $1.3M |
| Aberdeen Group plc | 0.00% | Reduce -74.0% | 15,106 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | Add +45.9% | 15,045 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +24.6% | 14,917 | $1.3M |
| Woodline Partners LP | 0.00% | Add +45.8% | 14,901 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -5.5% | 14,793 | $1.3M |
| Gateway Investment Advisers LLC | 0.01% | Reduce -36.3% | 14,756 | $1.3M |
| CAP Partners, LLC | 0.62% | Reduce -30.3% | 14,694 | $1.3M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -54.4% | 14,553 | $1.3M |
| Sun Financial Inc | 0.59% | Add +92.2% | 12,779 | $1.2M |
| Am Investment Strategies LLC | 0.24% | Add +39.7% | 14,239 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +19.3% | 14,093 | $1.2M |
| Evexia Wealth LLC | 0.33% | Add +45.2% | 12,856 | $1.2M |
| State of Michigan Retirement System | 0.01% | Add +141.4% | 14,000 | $1.2M |
| Chokshi & Queen Wealth Advisors, Inc | 0.56% | Reduce -22.3% | 13,850 | $1.2M |
| CSS LLC | 0.16% | New | 13,632 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -53.5% | 13,489 | $1.2M |
| Ameritas Advisory Services, LLC | 0.02% | New | 13,400 | $1.2M |
| SKY-Mountain Capital Management, Inc. | 0.83% | No change | 13,382 | $1.2M |
| Bank of Nova Scotia | 0.00% | Reduce -28.1% | 13,371 | $1.2M |
| Capital International Sarl | 0.02% | Reduce -0.4% | 13,251 | $1.2M |
| Dba Trading, LLC | 0.58% | No change | 9,200 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.2% | 13,072 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +0.6% | 13,010 | $1.1M |
| Cedarwood Wealth LLC | 0.85% | New | 12,922 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | — | 12,814 | $1.1M |
| Norinchukin Bank, The | 0.01% | Add +8.5% | 12,732 | $1.1M |
| Empowered Funds, LLC | 0.01% | Add +2.3% | 12,710 | $1.1M |
| Abn Amro Investment Solutions | 0.01% | Add +28.7% | 12,622 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.04% | Add +10.1% | 12,598 | $1.1M |
| AG2R La Mondiale Gestion D'actifs | 0.04% | Reduce -8.4% | 12,591 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.13% | Add +184.0% | 12,499 | $1.1M |
| CI Investments Inc. | 0.00% | Add +486.3% | 12,360 | $1.1M |
| Alchemi Wealth, LLC | 0.50% | Add +19.9% | 12,339 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +8.6% | 12,321 | $1.1M |
| VestGen Advisors, LLC | 0.03% | Reduce -43.4% | 12,296 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +5.7% | 11,997 | $1.0M |
| E Fund Management Co., Ltd. | 0.02% | Add +10.5% | 11,959 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +10.6% | 11,819 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +15.6% | 11,655 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Reduce -2.2% | 11,658 | $1.0M |
| Fideuram Asset Management (Ireland) dac | 0.02% | New | 9,572 | $1.0M |
| World Investment Advisors | 0.02% | Reduce -4.5% | 8,323 | $994K |
| Signal Advisors Wealth, LLC | 0.05% | Add +43.6% | 11,430 | $994K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +1.1% | 11,378 | $989K |
| J. Safra Sarasin Holding AG | 0.01% | New | 11,369 | $989K |
| HUB Investment Partners, LLC | 0.02% | Add +153.3% | 11,313 | $983K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +16.8% | 11,049 | $960K |
| Western Wealth Management, LLC | 0.03% | Reduce -15.1% | 11,002 | $956K |
| NFSG Corp | 0.12% | Reduce -0.2% | 10,955 | $952K |
| Sigma Planning Corp | 0.02% | Add +12.8% | 10,906 | $948K |
| Knights of Columbus Asset Advisors LLC | 0.05% | New | 10,834 | $942K |
| Indivisible Partners | 0.05% | Add +75.1% | 10,758 | $935K |
| Ethic Inc. | 0.01% | Reduce -17.9% | 10,538 | $916K |
| Argent Advisors, Inc. | 0.23% | No change | 10,500 | $913K |
| Certior Financial Group, LLC | 0.50% | No change | 10,485 | $911K |
| Natixis Advisors, LLC | 0.00% | New | 10,458 | $909K |
| Voya Investment Management LLC | 0.00% | Reduce -9.1% | 10,281 | $894K |
| Geneos Wealth Management Inc. | 0.02% | Add +18.6% | 10,278 | $893K |
| Jones Financial Companies LLLP | 0.00% | Add +66.5% | 10,843 | $893K |
| Maripau Wealth Management LLC | 0.32% | Add +46.3% | 9,149 | $892K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.6% | 10,249 | $891K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -21.1% | 10,104 | $878K |
| PKO Investment Management Joint-Stock Co | 0.06% | Add +100.0% | 10,000 | $869K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +33.8% | 9,997 | $869K |
| China Universal Asset Management Co., Ltd. | 0.05% | Add +12.7% | 9,961 | $866K |
| M&T Bank Corp | 0.00% | Reduce -36.4% | 9,767 | $849K |
| Spire Wealth Management | 0.03% | Reduce -22.4% | 9,763 | $849K |
| Sage Mountain Advisors LLC | 0.05% | Add +24.5% | 9,697 | $843K |
| Formidable Asset Management, LLC | 0.13% | Add +61.7% | 6,720 | $839K |
| WINTON GROUP Ltd | 0.03% | New | 9,500 | $826K |
| Lombard Odier Asset Management (Switzerland) SA | 0.03% | Add +8.6% | 9,376 | $815K |
| North Dakota State Investment Board | 0.03% | Add +19.8% | 9,276 | $806K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -7.5% | 9,266 | $805K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.7% | 9,250 | $804K |
| Arax Advisory Partners | 0.01% | Add +240.8% | 9,206 | $800K |
| PFG Investments, LLC | 0.03% | Add +28.7% | 9,182 | $798K |
| Visionary Wealth Advisors | 0.03% | Reduce -9.5% | 9,016 | $784K |
| Disciplined Investors, L.L.C. | 0.39% | Reduce -42.1% | 8,930 | $776K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -29.9% | 8,916 | $775K |
| Avior Wealth Management, LLC | 0.02% | Reduce -12.4% | 8,764 | $762K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -61.5% | 8,639 | $751K |
| Summit Trail Advisors, LLC | 0.01% | Add +32.1% | 8,607 | $748K |
| Piar LLC | 0.46% | Reduce -42.6% | 8,500 | $739K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +52.5% | 8,455 | $735K |
| Modern Wealth Management, LLC | 0.01% | Add +175.3% | 8,403 | $730K |
| Wallace Hart LLC | 0.46% | No change | 8,400 | $730K |
| Johns Hopkins University | 0.05% | No change | 8,400 | $730K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.9% | 8,258 | $718K |
| Spartan Wealth Advisory Services LLC | 0.06% | Add +17.1% | 8,236 | $716K |
| Thompson David Blair | 0.36% | Reduce -2.1% | 8,232 | $716K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Add +17.6% | 8,172 | $710K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.5% | 8,067 | $701K |
| Readystate Asset Management LP | 0.05% | Reduce -50.0% | 8,044 | $699K |
| Oxler Private Wealth LLC | 0.20% | Add +68.9% | 7,998 | $695K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.4% | 7,857 | $683K |
| Wahed Invest LLC | 0.07% | Reduce -3.9% | 7,788 | $677K |
| Sepio Capital, LP | 0.03% | Reduce -18.5% | 7,711 | $670K |
| Integrity Alliance, Llc. | 0.02% | Add +17.4% | 7,669 | $667K |
| Praxis Investment Management Inc. | 0.03% | Add +92.7% | 7,485 | $651K |
| Partners Wealth Management, LLC | 0.64% | Add +5.4% | 7,460 | $648K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,445 | $647K |
| Choreo, LLC | 0.01% | Reduce -2.3% | 7,438 | $647K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.27% | Add +17.0% | 7,382 | $642K |
| UniSuper Management Pty Ltd | 0.00% | Add +44.6% | 7,373 | $641K |
| EP Wealth Advisors, LLC | 0.00% | Add +69.9% | 7,348 | $639K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -49.9% | 7,264 | $631K |
| Twin Tree Management, LP | 0.10% | New | 7,263 | $631K |
| Osmosis Investment Management UK Ltd | 0.03% | Reduce -45.4% | 7,251 | $630K |
| Capital International Ltd. | 0.02% | Add +2.9% | 7,170 | $623K |
| Traphagen Investment Advisors LLC | 0.04% | Reduce -2.8% | 7,070 | $615K |
| Blueshift Asset Management, LLC | 0.14% | New | 7,050 | $613K |
| Sullivan Wood Capital Management LLC | 0.83% | New | 7,000 | $609K |
| Faithward Advisors, LLC | 0.07% | Add +0.7% | 6,952 | $604K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -17.0% | 6,922 | $602K |
| Insigneo Advisory Services, LLC | 0.02% | Add +45.4% | 6,912 | $601K |
| Centaurus Financial, Inc. | 0.02% | Add +1.5% | 6,900 | $600K |
| Howard Capital Management, LLC | 0.01% | New | 6,850 | $595K |
| OneDigital Investment Advisors LLC | 0.01% | Add +40.2% | 6,839 | $595K |
| Csenge Advisory Group | 0.02% | Add +258.0% | 6,784 | $590K |
| E. Ohman J:or Asset Management AB | 0.01% | Reduce -27.0% | 6,763 | $588K |
| CoreCap Advisors, LLC | 0.02% | Add +123.6% | 6,531 | $568K |
| Convergence Financial, LLC | 0.05% | No change | 6,530 | $568K |
| Kintra Wealth, LLC | 0.03% | Add +14.1% | 5,846 | $568K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +20.8% | 6,046 | $560K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Reduce -24.7% | 6,436 | $559K |
| Core Wealth Partners LLC | 0.24% | Add +3.4% | 6,435 | $559K |
| Fiduciary Alliance LLC | 0.04% | Reduce -87.0% | 6,421 | $558K |
| Raiffeisen Bank International AG | 0.01% | Add +3080.8% | 5,980 | $554K |
| Sig Brokerage, LP | 0.09% | Reduce -18.9% | 6,343 | $551K |
| QRG Capital Management, Inc. | 0.00% | Add +4.1% | 6,258 | $544K |
| Nwam LLC | 0.03% | Add +14.4% | 6,248 | $543K |
| LCM Capital Management Inc | 0.23% | Reduce -24.6% | 6,139 | $534K |
| Capstone Financial Advisors, Inc. | 0.03% | Reduce -53.8% | 6,107 | $531K |
| Tradition Wealth Management, LLC | 0.03% | Add +4.9% | 6,104 | $531K |
| Turner Financial Group, Inc. | 0.53% | — | 6,057 | $527K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -50.6% | 6,000 | $522K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -12.2% | 5,990 | $521K |
| E6 Portfolios, LLC | 0.42% | Add +33.1% | 5,982 | $520K |
| Finer Wealth Management, Inc. | 0.23% | Add +0.4% | 5,954 | $518K |
| Verus Capital Partners, LLC | 0.03% | Reduce -2.7% | 5,811 | $505K |
| Beacon Capital Management, LLC | 0.07% | Add +2.3% | 5,810 | $505K |
| Fiduciary Trust Co | 0.01% | Reduce -0.1% | 5,766 | $501K |
| Arkadios Wealth Advisors | 0.01% | Reduce -21.6% | 5,766 | $501K |
| Headlands Technologies LLC | 0.05% | Reduce -93.9% | 5,750 | $500K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -3.0% | 5,744 | $499K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.13% | Add +1.5% | 5,698 | $495K |
| Sterling Investment Advisors, Ltd. | 0.08% | Reduce -14.1% | 5,673 | $493K |
| Covenant Asset Management, LLC | 0.09% | No change | 5,616 | $488K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 5,587 | $486K |
| TCW Group Inc. | 0.00% | Add +7.7% | 5,568 | $484K |
| Bridgewater Associates | 0.00% | No change | 5,568 | $484K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.6% | 5,541 | $482K |
| Principal Financial Group Inc. | 0.00% | Add +53.8% | 5,506 | $479K |
| IPG Investment Advisors LLC | 0.07% | Add +7.3% | 5,500 | $478K |
| US Bancorp \de | 0.00% | Reduce -50.2% | 5,471 | $476K |
| ICICI Prudential Asset Management Co Ltd | 0.05% | Add +5.1% | 5,470 | $476K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -15.6% | 5,460 | $475K |
| Hartline Investment Corp./ | 0.04% | Add +105.0% | 5,369 | $467K |
| MetLife Investment Management, LLC | 0.00% | Reduce -9.4% | 5,341 | $464K |
| Larson Financial Group LLC | 0.01% | Reduce -10.2% | 5,337 | $464K |
| Meeder Advisory Services, Inc. | 0.02% | Add +40.4% | 5,187 | $451K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -3.9% | 5,171 | $450K |
| Alphadyne Asset Management LP | 0.02% | New | 5,171 | $450K |
| &partners | 0.00% | Reduce -5.4% | 5,153 | $448K |
| Vestcor Inc | 0.01% | No change | 5,097 | $443K |
| Citizens Financial Group Inc. | 0.01% | Reduce -3.1% | 5,010 | $436K |
| AdvisorNet Financial, Inc | 0.02% | Add +1.0% | 4,972 | $432K |
| FIL Ltd | 0.00% | New | 4,970 | $432K |
| IFP Advisors, Inc | 0.01% | Reduce -0.7% | 4,963 | $431K |
| Coppell Advisory Solutions LLC | 0.04% | New | 2 | $431K |
| Principal Securities, Inc. | 0.01% | Add +51.3% | 4,949 | $430K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 4,876 | $424K |
| Snowden Capital Advisors LLC | 0.01% | New | 4,850 | $422K |
| 180 Wealth Advisors, LLC | 0.04% | Add +144.3% | 4,849 | $422K |
| Valeo Financial Advisors, LLC | 0.01% | Add +18.3% | 4,847 | $421K |
| Woodward Diversified Capital, LLC | 0.19% | Add +0.0% | 4,834 | $420K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.4% | 4,820 | $419K |
| Allworth Financial LP | 0.00% | Add +30.4% | 4,782 | $416K |
| Kovack Advisors, Inc. | 0.02% | Reduce -85.1% | 4,710 | $414K |
| Waverly Advisors, LLC | 0.00% | Add +20.9% | 4,676 | $407K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,095 | $404K |
| Diversify Wealth Management, LLC | 0.01% | Add +109.1% | 4,095 | $404K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +1.7% | 4,504 | $392K |
| Metis Global Partners, LLC | 0.01% | Add +79.7% | 4,488 | $390K |
| MAI Capital Management | 0.00% | Reduce -39.3% | 4,475 | $389K |
| NorthCoast Asset Management LLC | 0.01% | Add +1.9% | 4,464 | $388K |
| Sowell Financial Services LLC | 0.01% | Add +1.5% | 4,458 | $388K |
| Capital International, Inc. | 0.00% | No change | 4,452 | $387K |
| Militia Capital Management LLC | 0.07% | Add +50.9% | 4,450 | $387K |
| Intech Investment Management LLC | 0.00% | Add +102.1% | 4,411 | $383K |
| Abound Financial, LLC | 0.15% | Add +3.2% | 4,391 | $382K |
| Fort Point Capital Partners LLC | 0.04% | Add +15.0% | 4,365 | $379K |
| Aviso Wealth Management | 0.13% | No change | 4,330 | $376K |
| Vienna Asset Management LLC | 0.27% | Reduce -64.8% | 4,327 | $376K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -2.4% | 4,324 | $376K |
| Keybank National Association | 0.00% | Reduce -10.2% | 4,315 | $375K |
| Fifth Third Bancorp | 0.00% | Reduce -14.0% | 4,278 | $372K |
| Annandale Capital, LLC | 0.06% | New | 4,269 | $371K |
| Yousif Capital Management, LLC | 0.00% | Add +3.1% | 4,188 | $364K |
| Bonfire Financial | 0.23% | Reduce -0.5% | 4,185 | $364K |
| EFG International AG | 0.01% | Reduce -54.6% | 4,156 | $361K |
| AXS Investments LLC | 0.10% | Add +20.8% | 4,125 | $359K |
| Financial Sense Advisors, Inc. | 0.08% | New | 4,068 | $354K |
| Maridea Wealth Management LLC | 0.04% | Add +58.4% | 4,046 | $352K |
| United Asset Strategies, Inc. | 0.02% | Reduce -12.1% | 3,999 | $348K |
| First Foundation Advisors | 0.01% | No change | 3,992 | $347K |
| Discipline Wealth Solutions, LLC | 0.03% | Add +0.5% | 3,945 | $343K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.6% | 3,937 | $342K |
| Savant Capital, LLC | 0.00% | Reduce -8.3% | 3,123 | $342K |
| Savvy Advisors, Inc. | 0.01% | Reduce -1.8% | 3,904 | $339K |
| Cardiff Park Advisors, LLC | 0.03% | Add +20.7% | 3,900 | $339K |
| Brookstone Capital Management | 0.00% | Add +62.0% | 3,881 | $337K |
| Client 1ST Advisory Group, LLC | 0.09% | Reduce -1.1% | 3,870 | $336K |
| Commerce Bank | 0.00% | Reduce -6.1% | 3,799 | $330K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -47.4% | 3,774 | $328K |
| Principle Wealth Partners LLC | 0.02% | Reduce -27.4% | 3,771 | $328K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -51.3% | 3,770 | $328K |
| CenterBook Partners LP | 0.02% | New | 3,737 | $325K |
| Simplicity Wealth,LLC | 0.01% | Reduce -17.3% | 3,707 | $322K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -39.5% | 3,690 | $321K |
| CMT Capital Markets Trading GmbH | 0.17% | Add +28.8% | 3,665 | $319K |
| Gotham Asset Management | 0.00% | New | 3,649 | $317K |
| HighPoint Advisor Group LLC | 0.01% | Add +5.9% | 3,609 | $314K |
| Ritholtz Wealth Management | 0.00% | Reduce -15.5% | 3,595 | $313K |
| Betterment LLC | 0.00% | New | 3,561 | $310K |
| Signaturefd, LLC | 0.00% | Reduce -25.9% | 3,524 | $306K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +38.8% | 3,500 | $304K |
| Rainey & Randall Wealth Advisors Inc. | 0.04% | New | 3,497 | $304K |
| New York Life Investment Management LLC | 0.00% | New | 3,496 | $304K |
| NewEdge Wealth, LLC | 0.00% | Add +0.9% | 3,443 | $299K |
| Means Investment Co., Inc. | 0.02% | Add +6.3% | 3,355 | $292K |
| Synergy Asset Management, LLC | 0.03% | Add +9.0% | 3,333 | $290K |
| Family Capital Management, Inc. | 0.11% | Reduce -2.9% | 3,323 | $289K |
| Invictus Private Wealth, LLC | 0.02% | Reduce -31.4% | 3,280 | $285K |
| Bokf, NA | 0.00% | Add +41.0% | 3,275 | $285K |
| COFG Advisors, LLC | 0.05% | New | 3,274 | $285K |
| Anchyra Partners LLC | 0.07% | Add +17.3% | 3,239 | $282K |
| Fulcrum Asset Management LLP | 0.03% | New | 3,038 | $282K |
| Ballentine Partners, LLC | 0.00% | Reduce -19.0% | 3,224 | $280K |
| Mutual of America Capital Management LLC | 0.00% | New | 3,220 | $280K |
| Waterloo Capital, L.P. | 0.02% | Add +94.9% | 3,202 | $279K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +8.4% | 3,153 | $274K |
| Seelaus Asset Management LLC | 0.19% | Reduce -6.8% | 3,110 | $270K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +73.2% | 3,109 | $270K |
| Weaver Consulting Group | 0.06% | New | 3,105 | $270K |
| Independent Family Office, LLC | 0.11% | Reduce -24.4% | 3,100 | $269K |
| HB Wealth Management, LLC | 0.00% | Reduce -36.5% | 3,093 | $269K |
| Krilogy Financial LLC | 0.01% | Add +9.0% | 3,082 | $268K |
| Cornerstone Advisory, LLC | 0.02% | New | 3,080 | $268K |
| Freestone Grove Partners LP | 0.00% | New | 3,069 | $267K |
| Parallel Advisors, LLC | 0.00% | Reduce -13.4% | 3,048 | $265K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.0% | 3,037 | $264K |
| Keebeck Wealth Management | 0.03% | Reduce -17.1% | 3,033 | $264K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -20.5% | 3,027 | $263K |
| Red Reef Advisors LLC | 0.24% | Reduce -2.3% | 3,025 | $263K |
| Key Client Fiduciary Advisors, LLC | 0.08% | Add +37.9% | 3,022 | $263K |
| Cigna Investments Inc. | 0.03% | Add +3.9% | 3,021 | $262K |
| Blue Sky Capital Consultants Group, Inc. | 0.11% | Reduce -84.5% | 3,009 | $262K |
| Sava Infond d.o.o. | 0.02% | Add +11.1% | 3,000 | $261K |
| Quotient Wealth Partners, LLC | 0.01% | Add +4.4% | 2,994 | $260K |
| Harbour Investments, Inc. | 0.00% | Reduce -22.4% | 2,955 | $257K |
| Garden State Investment Advisory Services LLC | 0.05% | No change | 2,952 | $257K |
| Monograph Wealth Advisors, LLC | 0.02% | No change | 2,936 | $255K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +1.1% | 2,926 | $254K |
| National Wealth Management Group, LLC | 0.08% | Reduce -0.6% | 2,924 | $254K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -3.2% | 2,883 | $251K |
| Advisor OS, LLC | 0.02% | Reduce -3.8% | 2,872 | $250K |
| Carroll Advisory Group, LLC | 0.08% | Reduce -17.4% | 2,840 | $247K |
| Engineers Gate Manager LP | 0.00% | New | 2,840 | $247K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 2,824 | $245K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -6.2% | 2,823 | $245K |
| DecisionMap Wealth Management, LLC | 0.14% | Add +2.3% | 2,812 | $244K |
| Allegheny Financial Group | 0.03% | Add +0.4% | 2,800 | $243K |
| Prepared Retirement Institute LLC | 0.10% | Reduce -84.3% | 2,799 | $243K |
| Baader Bank Aktiengesellschaft | 0.02% | Reduce -49.4% | 2,790 | $243K |
| Centiva Capital, LP | 0.01% | Reduce -96.5% | 2,764 | $240K |
| Mountain Capital Investment Advisors Inc. | 0.03% | Add +21.6% | 2,759 | $240K |
| Aaron Wealth Advisors LLC | 0.01% | Add +39.5% | 2,741 | $238K |
| Curran Financial Partners, LLC | 0.03% | Add +0.6% | 2,699 | $235K |
| Magnus Financial Group LLC | 0.02% | No change | 2,671 | $232K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.1% | 2,664 | $232K |
| Trifecta Capital Advisors, LLC | 0.03% | Add +0.0% | 2,661 | $231K |
| Brown Advisory Inc. | 0.00% | Add +24.4% | 2,648 | $230K |
| Canal Capital Management, LLC | 0.03% | Reduce -0.7% | 2,634 | $229K |
| Traynor Capital Management, Inc. | 0.01% | Add +22.3% | 2,620 | $228K |
| Pennsylvania Capital Management Inc. | 0.06% | Reduce -0.1% | 2,607 | $227K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | Reduce -30.0% | 2,603 | $226K |
| Wick Capital Partners, LLC | 0.03% | Add +8.8% | 2,596 | $226K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.6% | 2,594 | $225K |
| Avantax Planning Partners, Inc. | 0.01% | Add +12.9% | 2,591 | $225K |
| AssuredPartners Investment Advisors, LLC | 0.02% | Add +11.3% | 2,590 | $225K |
| Rothschild Investment LLC | 0.01% | Add +0.9% | 2,581 | $224K |
| Panoramic Investment Advisors, LLC | 0.11% | Add +2.3% | 2,573 | $224K |
| Investment Partners Asset Management, Inc. | 0.12% | Add +0.4% | 2,572 | $224K |
| Caxton Associates LLP | 0.00% | New | 2,523 | $219K |
| Frec Markets, Inc. | 0.02% | Add +20.0% | 2,505 | $218K |
| Evergreen Capital Management LLC | 0.00% | Reduce -41.2% | 2,500 | $217K |
| Primoris Wealth Advisors, LLC | 0.10% | No change | 2,492 | $217K |
| Rahlfs Capital, LLC | 0.16% | No change | 2,485 | $216K |
| Daviman Financial, LLC | 0.12% | No change | 2,437 | $212K |
| Callan Family Office, LLC | 0.00% | Reduce -10.8% | 2,424 | $211K |
| Bulltick Wealth Management, LLC | 0.04% | Add +9.2% | 2,417 | $210K |
| Gsa Capital Partners LLP | 0.01% | New | 2,412 | $210K |
| Wedmont Private Capital | 0.01% | Reduce -53.8% | 2,194 | $208K |
| IAG Wealth Partners, LLC | 0.02% | Add +64.2% | 2,388 | $208K |
| Diligent Investors, LLC | 0.05% | Add +2.1% | 2,385 | $207K |
| Westpac Banking Corp. | 0.01% | Add +262.4% | 2,377 | $207K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -16.8% | 2,365 | $206K |
| Brighton Jones LLC | 0.00% | Add +5.2% | 2,351 | $204K |
| International Assets Investment Management, LLC | 0.01% | Reduce -31.9% | 2,182 | $204K |
| Kera Capital Partners, Inc. | 0.02% | Add +6.3% | 2,343 | $204K |
| BridgePort Financial Solutions, LLC | 0.05% | No change | 2,330 | $203K |
| Regions Financial Corp. | 0.00% | New | 2,329 | $202K |
| CX Institutional | 0.01% | Add +79.3% | 2,316 | $201K |
| Quarry LP | 0.03% | New | 2,302 | $200K |
| Ostrum Asset Management | 0.01% | No change | 2,262 | $197K |
| Allianz SE | 0.00% | No change | 2,261 | $197K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.06% | Add +13.8% | 2,147 | $187K |
| Avanza Fonder AB | 0.00% | No change | 2,122 | $184K |
| Tsfg, LLC | 0.02% | Reduce -15.3% | 2,028 | $176K |
| TrinityBridge Ltd | 0.00% | Reduce -40.8% | 1,937 | $168K |
| 683 Capital Management, LLC | 0.02% | New | 1,900 | $165K |
| Purpose Unlimited Inc. | 0.01% | Reduce -31.4% | 1,885 | $164K |
| Penserra Capital Management LLC | 0.00% | Add +27.7% | 1,887 | $164K |
| Clearstead Advisors, LLC | 0.00% | Add +2.6% | 1,886 | $164K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,721 | $160K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 1,700 | $148K |
| Operose Advisors LLC | 0.03% | New | 1,661 | $144K |
| Mb, Levis & Associates, LLC | 0.05% | No change | 1,600 | $139K |
| Hollencrest Capital Management | 0.01% | Add +0.5% | 1,582 | $138K |
| Miller Capital Partners, Inc. | 0.05% | Reduce -8.3% | 1,555 | $135K |
| McGuire Capital Advisors Inc. | 0.07% | Reduce -9.4% | 1,514 | $132K |
| Financial Perspectives, Inc | 0.03% | Add +172.1% | 1,472 | $128K |
| Private Trust Co. NA | 0.01% | Add +107.0% | 1,451 | $126K |
| GAMMA Investing LLC | 0.00% | Reduce -23.4% | 1,402 | $122K |
| Aventura Private Wealth, LLC | 0.04% | Reduce -8.5% | 1,394 | $121K |
| Evelyn Partners Group Ltd | 0.00% | — | 1,250 | $109K |
| Lazard Asset Management LLC | 0.00% | Reduce -40.8% | 1,232 | $107K |
| Sterling Capital Management LLC | 0.00% | Add +25.5% | 1,217 | $106K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 1,107 | $96K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,079 | $94K |
| Abound Wealth Management | 0.02% | Add +41.5% | 1,057 | $92K |
| Summit Securities Group LLC | 0.02% | New | 1,056 | $92K |
| Ionic Capital Management LLC | 0.10% | No change | 1,016 | $88K |
| Skylands Capital, LLC | 0.01% | New | 1,000 | $87K |
| PlanVest Financial, Inc | 0.06% | Add +26.0% | 965 | $84K |
| WPG Advisers, LLC | 0.05% | Add +57.1% | 949 | $82K |
| TD Waterhouse Canada Inc. | 0.00% | Add +25.8% | 815 | $76K |
| Versant Capital Management, Inc | 0.01% | Reduce -6.4% | 851 | $74K |
| IFG Advisory, LLC | 0.00% | New | 823 | $72K |
| Lanark Financial, Inc. | 0.00% | Reduce -0.6% | 820 | $71K |
| Compass Financial Management LLC | 0.01% | — | 764 | $71K |
| Strategic Advocates LLC | 0.25% | Reduce -16.8% | 754 | $66K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -8.0% | 635 | $64K |
| Y.D. More Investments Ltd | 0.00% | New | 730 | $63K |
| Fiduciary Financial Advisors | 0.01% | New | 678 | $59K |
| Vega Investment Solutions | 0.01% | New | 627 | $55K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 600 | $52K |
| Burkett Financial Services, LLC | 0.02% | No change | 562 | $49K |
| Blue Trust, Inc. | 0.00% | Reduce -24.9% | 562 | $49K |
| Pin Oak Investment Advisors Inc. | 0.03% | Add +0.2% | 548 | $48K |
| Huntington National Bank | 0.00% | Add +5.8% | 547 | $48K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 545 | $47K |
| HighMark Wealth Management LLC | 0.02% | No change | 532 | $46K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 522 | $45K |
| Mosley Wealth Management | 0.01% | Reduce -69.0% | 513 | $45K |
| Wilkerson Advisory Group LLC | 0.01% | Add +1.2% | 504 | $44K |
| BigSur Wealth Management LLC | 0.01% | No change | 500 | $43K |
| City State Bank | 0.01% | No change | 480 | $42K |
| REAP Financial Group, LLC | 0.01% | No change | 455 | $40K |
| Basecamp Wealth Advisors LLC | 0.01% | Reduce -25.8% | 451 | $39K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 441 | $38K |
| MTM Investment Management, LLC | 0.01% | No change | 440 | $38K |
| SHP Wealth Management | 0.00% | Reduce -69.4% | 434 | $38K |
| V-Square Quantitative Management LLC | 0.00% | Add +15.2% | 431 | $37K |
| Evermay Wealth Management LLC | 0.00% | No change | 427 | $37K |
| MCF Advisors LLC | 0.00% | Reduce -19.7% | 407 | $35K |
| Bogart Wealth, LLC | 0.00% | Reduce -0.3% | 384 | $33K |
| St Germain D J Co. Inc. | 0.00% | No change | 374 | $33K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -96.3% | 370 | $32K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -2.7% | 360 | $31K |
| Ankerstar Wealth, LLC | 0.03% | Reduce -88.9% | 348 | $30K |
| Chesapeake Asset Management LLC | 0.02% | Add +869.4% | 349 | $30K |
| First Command Advisory Services, Inc. | 0.00% | Add +936.4% | 342 | $30K |
| Zions Bancorporation, National Association | 0.00% | Add +84.2% | 326 | $28K |
| Guardian Partners Inc. | 0.00% | New | 325 | $28K |
| Assetmark, Inc. | 0.00% | Reduce -67.0% | 325 | $28K |
| Banque Transatlantique SA | 0.00% | Reduce -30.9% | 280 | $28K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 320 | $28K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -45.5% | 307 | $27K |
| Continuum Advisory, LLC | 0.00% | New | 300 | $26K |
| North Star Investment Management Corp. | 0.00% | Reduce -9.9% | 300 | $26K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +23.5% | 263 | $26K |
| Ancora Advisors LLC | 0.00% | Add +111.7% | 290 | $25K |
| Triumph Capital Management | 0.00% | Add +22.1% | 282 | $25K |
| Salem Investment Counselors Inc. | 0.00% | Add +3.8% | 271 | $24K |
| Meeder Asset Management Inc. | 0.00% | Add +59.9% | 267 | $23K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 250 | $22K |
| Quent Capital, LLC | 0.00% | Add +152.2% | 232 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -66.1% | 226 | $20K |
| Westside Investment Management, Inc. | 0.00% | Add +4.7% | 225 | $20K |
| Oakmont Advisory Group, LLC | 0.02% | New | 223 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 223 | $19K |
| Tradewinds Capital Management, LLC | 0.00% | Add +1212.5% | 210 | $18K |
| Westfuller Advisors, LLC | 0.01% | No change | 202 | $18K |
| SJS Investment Consulting Inc. | 0.00% | No change | 201 | $17K |
| Costello Asset Management, INC | 0.01% | No change | 200 | $17K |
| Clearstead Trust, LLC | 0.00% | Reduce -0.5% | 192 | $17K |
| FNY Investment Advisers, LLC | 0.01% | New | 195 | $16K |
| Salomon & Ludwin, LLC | 0.00% | No change | 166 | $16K |
| TFC Financial Management, Inc. | 0.00% | Reduce -1.7% | 177 | $15K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 175 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 169 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +5.6% | 169 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Add +8.0% | 163 | $14K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 160 | $14K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 160 | $14K |
| Creative Financial Designs Inc. | 0.00% | Reduce -82.1% | 157 | $14K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +136.4% | 156 | $14K |
| Catalyst Capital Advisors LLC | 0.00% | Add +60.4% | 154 | $13K |
| LifeSteps Financial, Inc. | 0.01% | New | 153 | $13K |
| Pilgrim Partners Asia Pte Ltd | 0.01% | New | 150 | $13K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -11.4% | 140 | $12K |
| Intesa Sanpaolo Wealth Management | 0.00% | Reduce -74.1% | 140 | $12K |
| Nemes Rush Group LLC | 0.00% | No change | 136 | $12K |
| Covestor Ltd | 0.01% | Reduce -59.3% | 125 | $11K |
| Avion Wealth | 0.00% | Reduce -17.9% | 128 | $11K |
| Cheviot Value Management, LLC | 0.00% | No change | 120 | $10K |
| CVA Family Office, LLC | 0.00% | Reduce -44.9% | 118 | $10K |
| PayPay Securities Corp | 0.22% | Add +116.3% | 106 | $9K |
| JPL Wealth Management, LLC | 0.00% | Add +5.0% | 104 | $9K |
| Vima LLC | 0.01% | — | 103 | $9K |
| Highland Investment Advisors LLC | 0.00% | — | 101 | $9K |
| Arlington Trust Co LLC | 0.00% | No change | 101 | $9K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 100 | $9K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 92 | $8K |
| Altshuler Shaham Ltd | 0.00% | Reduce -8.2% | 90 | $8K |
| Sachetta, LLC | 0.00% | Add +151.4% | 88 | $8K |
| Avalon Trust Co | 0.00% | No change | 85 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 82 | $7K |
| Cornerstone Financial Management LLC | 0.01% | Add +65.3% | 81 | $7K |
| First PREMIER Bank | 0.00% | No change | 84 | $7K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 80 | $7K |
| Colonial Trust Advisors | 0.00% | Reduce -55.6% | 80 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 75 | $7K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -28.6% | 75 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 74 | $6K |
| Asset Dedication, LLC | 0.00% | Add +26.3% | 72 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -51.7% | 72 | $6K |
| Forum Finance Group S.A. | 0.00% | Add +5.9% | 90 | $6K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 67 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 60 | $5K |
| Osbon Capital Management LLC | 0.00% | No change | 60 | $5K |
| UMB Bank, n.a. | 0.00% | Add +16.0% | 58 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +25.6% | 54 | $5K |
| MidFirst Bank | 0.00% | No change | 54 | $5K |
| Bullock Wealth Management Group | 0.00% | No change | 50 | $5K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 50 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 50 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 50 | $4K |
| Bank of New Hampshire | 0.00% | No change | 50 | $4K |
| Trust Co | 0.00% | Reduce -2.0% | 50 | $4K |
| HM Payson & Co. | 0.00% | No change | 50 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 49 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -92.1% | 48 | $4K |
| Chilton Capital Management LLC | 0.00% | No change | 48 | $4K |
| Dogwood Wealth Management LLC | 0.00% | Add +15.0% | 46 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 45 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 44 | $4K |
| True Wealth Design, LLC | 0.00% | Add +168.8% | 43 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 40 | $3K |
| Activest Wealth Management | 0.00% | Reduce -89.8% | 38 | $3K |
| Albion Financial Group | 0.00% | No change | 37 | $3K |
| Highline Wealth Partners LLC | 0.00% | Add +8.8% | 37 | $3K |
| Essential Partners LLC | 0.00% | New | 36 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +191.7% | 35 | $3K |
| Manchester Capital Management LLC | 0.00% | Add +25.9% | 34 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 33 | $3K |
| S&T Bank | 0.00% | New | 32 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +23.1% | 32 | $3K |
| Chung Wu Investment Group, LLC | 0.00% | Add +100.0% | 30 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 30 | $3K |
| Pacific Center for Financial Services | 0.00% | No change | 30 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 30 | $3K |
| MV Capital Management, Inc. | 0.00% | Reduce -77.1% | 30 | $3K |
| Miller Global Investments, LLC | 0.00% | No change | 28 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -77.9% | 27 | $2K |
| Pinney & Scofield, Inc. | 0.00% | No change | 25 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -4.0% | 24 | $2K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 22 | $2K |
| Addison Advisors LLC | 0.00% | No change | 20 | $2K |
| Winch Advisory Services, LLC | 0.00% | No change | 19 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -5.0% | 19 | $2K |
| Planning Strategies Inc. | 0.00% | — | 18 | $2K |
| Rossby Financial, LCC | 0.00% | Reduce -98.5% | 18 | $2K |
| Concord Wealth Partners | 0.00% | New | 18 | $2K |
| BankPlus Trust Department | 0.00% | No change | 17 | $1K |
| TD Private Client Wealth LLC | 0.00% | Reduce -61.4% | 17 | $1K |
| Synergy Investment Management, LLC | 0.00% | New | 15 | $1K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 16 | $1K |
| RMG Wealth Management LLC | 0.00% | No change | 14 | $1K |
| Nova Wealth Management, Inc. | 0.00% | New | 15 | $1K |
| Sittner & Nelson, LLC | 0.00% | No change | 15 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -6.7% | 14 | $1K |
| Nvwm, LLC | 0.00% | No change | 13 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +116.7% | 13 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -76.9% | 12 | $1K |
| NBH Bank | 0.00% | — | 12 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 5 | $1K |
| Ares Financial Consulting, LLC | 0.00% | Reduce -98.6% | 11 | $956 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -95.2% | 10 | $870 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | Reduce -98.8% | 10 | $869 |
| Basepoint Wealth LLC | 0.00% | No change | 10 | $869 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $869 |
| Trust Co. of Vermont | 0.00% | — | 10 | $869 |
| Tidemark, LLC | 0.00% | No change | 9 | $782 |
| Park Place Capital Corp | 0.00% | Reduce -75.0% | 9 | $782 |
| Oakworth Capital, Inc. | 0.00% | No change | 9 | $782 |
| Davis Capital Management | 0.00% | Add +100.0% | 8 | $695 |
| Torren Management, LLC | 0.00% | No change | 8 | $695 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 8 | $695 |
| Ameriflex Group, Inc. | 0.00% | Add +700.0% | 8 | $695 |
| High Note Wealth, LLC | 0.00% | Reduce -70.4% | 8 | $695 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 6 | $522 |
| Burk Holdings LLC | 0.00% | No change | 6 | $522 |
| West Paces Advisors Inc. | 0.00% | New | 6 | $522 |
| Essential Investment Partners LLC | 0.00% | No change | 5 | $435 |
| Stone House Investment Management, LLC | 0.00% | Reduce -76.2% | 5 | $435 |
| Breakwater Investment Management | 0.00% | New | 5 | $435 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 3 | $261 |
| Signature Equity Partners, LLC | 0.00% | New | 3 | $261 |
| SouthState Bank Corp | 0.00% | Reduce -81.3% | 3 | $261 |
| Federated Hermes, Inc. | 0.00% | New | 3 | $261 |
| IMA Advisory Services, Inc. | 0.00% | No change | 3 | $261 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 3 | $258 |
| Mather Group, Llc. | 0.00% | Reduce -87.0% | 3 | $236 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $174 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 2 | $174 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $174 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2 | $174 |
| Markowski Investments | 0.00% | — | 2 | $174 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 2 | $172 |
| 3 Factor Indexing, LLC | 0.00% | No change | 1 | $87 |
| Grove Bank & Trust | 0.00% | New | 1 | $87 |
| ParaFi Capital LP | 0.00% | New | 1 | $87 |
| Banque Cantonale Vaudoise | 0.00% | Reduce -92.9% | 368 | $32 |
| Roble, Belko & Company, Inc | 0.00% | Reduce -90.0% | 3 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is MSTR's weight in each manager's 13F, not the share of Strategy Inc. the manager owns.