Nu Holdings Ltd./Cayman Isl-ANU

13F holders, Q2 2024 (June 30)
607holders +35
91new positions
61sold out
13famous investors
$12.89avg. 13F price*

At the end of Q2 2024, 607 institutions reported holding Nu Holdings Ltd./Cayman Isl-A (NU) in their 13F filings, up 35 from Q1 2024. 91 opened new positions and 61 sold out. The largest holders were SC US (ttgp), LTD. ($3.2B), Capital Research Global Investors ($2.8B) and Baillie Gifford & Co. ($2.4B). 13 famous investors held it, including Alex Sacerdote (4.5% of Whale Rock Capital Management's portfolio), Daniel Sundheim (3.2% of D1 Capital Partners's portfolio) and Philippe Laffont (3.0% of Coatue Management's portfolio).

Company
Nu Holdings Ltd./Cayman Isl-A
Filed as
NU HLDGS LTD (Q2 2024)
CUSIP
G6683N103
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 572Q1 2024Q2 2024: 607Q2 2024Q3 2024: 651Q3 2024Q4 2024: 711Q4 2024Q1 2025: 733Q1 2025Q2 2025: 784Q2 2025Q3 2025: 802Q3 2025Q4 2025: 874Q4 2025Q1 2026: 905Q1 2026Q2 2026: 860Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions91$563.0M
Exits61$247.1M

All 13F filers, Q1 2024 → Q2 2024: 301,626,108 shares bought and 163,697,751 shares sold, net +137,928,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 607 holders

SC US (ttgp), LTD. 26.26% Reduce -0.3% 251,304,177 $3.2B
Capital Research Global Investors 0.62% Add +7.3% 217,498,585 $2.8B
Baillie Gifford & Co. 1.87% Add +9.7% 185,963,035 $2.4B
Berkshire Hathaway 0.49% No change 107,118,784 $1.4B
JPMorgan Chase & Co. 0.12% Add +9.7% 105,011,557 $1.4B
WCM Investment Management, LLC 3.07% Add +0.5% 100,502,324 $1.3B
BlackRock Inc. 0.03% Add +32.8% 92,160,022 $1.2B
Jennison Associates LLC 0.75% Add +3.6% 90,319,420 $1.2B
Sands Capital Management, LLC 3.01% Reduce -10.4% 79,341,079 $1.0B
Technology Crossover Management X, Ltd. 88.68% No change 69,726,810 $898.8M
Morgan Stanley 0.06% Reduce -7.1% 60,268,730 $776.9M
Coatue Management 2.97% Reduce -5.8% 59,142,605 $762.3M
FMR LLC 0.04% Reduce -0.3% 53,073,058 $684.1M
Artisan Partners Limited Partnership 1.01% Reduce -3.4% 51,622,848 $665.4M
FIL Ltd 0.50% Add +6.0% 39,411,567 $508.0M
Millennium Management 0.43% Add +370.6% 39,192,266 $505.2M
State Street Corp. 0.02% Add +30.1% 38,304,152 $493.7M
Scge Management, L.P. 9.25% Add +9.6% 36,709,000 $473.2M
T. Rowe Price Associates Inc. 0.06% Reduce -1.2% 36,277,568 $467.6M
Norges Bank 0.07% Add +46.8% 35,517,770 $457.8M
Invesco Ltd. 0.08% Add +13.6% 30,646,822 $395.0M
Jane Street Group, LLC 0.42% Reduce -31.3% 30,030,834 $387.1M
D. E. Shaw & Co. 0.58% Reduce -31.2% 29,723,306 $383.1M
Capital International Investors 0.07% Add +7.5% 25,954,143 $334.5M
Dynamo Internacional Gestao DE Recursos Ltda. 59.32% Reduce -8.2% 25,884,247 $333.6M
Whale Rock Capital Management 4.47% Reduce -2.2% 24,445,252 $315.1M
Softbank Group Corp. 1.51% No change 23,343,665 $300.9M
Wasatch Advisors LP 1.49% Add +14.7% 21,595,893 $278.4M
Advent International, L.P. 6.63% Reduce -9.5% 21,524,907 $277.5M
Redpoint Management, LLC 43.39% No change 21,195,636 $273.2M
Ribbit Management Company, LLC 18.55% No change 20,668,753 $266.4M
Atmos Capital Gestao DE Recursos Ltda. 36.04% Reduce -27.3% 19,948,866 $257.1M
Kontiki Capital Management (HK) Ltd. 25.22% Reduce -3.4% 19,700,925 $253.9M
Sei Investments Co. 0.35% Add +23.0% 18,927,977 $244.0M
Tiger Global Management 1.10% No change 18,433,113 $237.6M
Arrowstreet Capital, Limited Partnership 0.21% Add +457.2% 18,213,408 $234.8M
Robeco Institutional Asset Management B.V. 0.50% Add +4.0% 18,148,836 $233.9M
Nuveen Asset Management, LLC 0.07% Add +28.2% 18,018,171 $232.3M
American Century Companies Inc. 0.14% Add +73.1% 17,237,693 $222.2M
Alliancebernstein L.P. 0.08% Add +301.9% 16,867,459 $217.4M
Two Sigma Advisers, LP 0.47% Reduce -20.9% 16,222,400 $209.1M
Geode Capital Management, LLC 0.02% Add +47.3% 15,959,406 $205.7M
a16z Perennial Management, L.P. 21.21% New 15,378,500 $198.2M
D1 Capital Partners 3.18% Add +13.0% 14,605,159 $188.3M
Washington University 84.53% No change 14,408,196 $185.7M
Vanguard Group Inc. 0.00% Add +46.0% 14,001,781 $180.5M
Northern Trust Corp. 0.03% Add +7.4% 13,461,814 $173.5M
Dragoneer Investment Group, LLC 3.25% No change 13,211,464 $170.3M
Goldman Sachs Group Inc. 0.03% Reduce -9.0% 12,024,465 $155.0M
Maverick Capital 2.91% Reduce -1.2% 11,905,229 $153.5M
BIT Capital GmbH 13.66% Reduce -3.8% 11,669,355 $150.4M
Renaissance Technologies 0.25% Reduce -22.9% 11,597,153 $149.5M
Aberdeen Group plc 0.26% Add +1250.1% 10,705,625 $138.0M
Susquehanna International Group, LLP 0.24% Add +8.7% 10,342,665 $133.3M
Capital World Investors 0.02% Reduce -0.1% 10,009,917 $129.0M
Two Sigma Investments, LP 0.29% Reduce -48.4% 9,283,665 $119.7M
Perpetual Ltd 1.25% Reduce -16.5% 8,903,393 $114.8M
1832 Asset Management L.P. 0.21% Add +10.3% 8,858,200 $114.2M
Kora Management LP 19.82% Reduce -6.2% 8,752,000 $112.8M
Axiom Investors LLC 0.92% Reduce -4.8% 8,155,480 $105.1M
Legal & General Group Plc 0.03% Add +29.7% 7,773,684 $100.2M
SurgoCap Partners LP 5.72% Add +11.2% 7,580,264 $97.7M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -25.9% 7,525,553 $97.0M
Coronation Fund Managers Ltd. 5.56% Add +1.7% 7,477,178 $96.4M
Sands Capital Alternatives, LLC 31.64% Reduce -20.0% 7,328,294 $94.5M
Jacobs Levy Equity Management, Inc. 0.38% Add +390.1% 7,067,554 $91.1M
Canada Pension Plan Investment Board 0.09% Reduce -6.0% 6,771,590 $87.3M
Candriam S.C.A. 0.53% Add +166.5% 6,669,000 $86.0M
Sharp Capital Gestora de Recursos Ltda. 44.93% Reduce -42.2% 6,595,668 $85.0M
Amova Asset Management Americas, Inc. 0.98% Reduce -30.7% 6,571,433 $84.7M
Avala Global LP 6.05% Reduce -4.3% 6,447,450 $83.1M
Qube Research & Technologies Ltd 0.15% Add +367.0% 6,395,823 $82.4M
Partners Group Holding AG 6.13% Reduce -2.1% 6,316,290 $81.4M
Bank of New York Mellon Corp 0.01% Add +33.9% 5,832,111 $75.2M
Absoluto Partners Gestao de Recursos Ltda 37.63% Reduce -15.9% 5,507,746 $71.0M
California Public Employees Retirement System 0.05% Add +26.5% 5,373,591 $69.3M
Baron Capital (BAMCO) 0.20% Reduce -29.3% 5,302,925 $68.4M
William Blair Investment Management, LLC 0.18% Reduce -2.2% 5,215,131 $67.2M
Comprehensive Financial Management LLC 2.36% No change 5,200,282 $67.0M
Ameriprise Financial Inc. 0.02% Add +57.0% 5,048,665 $65.1M
Alta Park Capital, LP 8.14% Reduce -8.0% 4,814,687 $62.1M
Franklin Resources Inc. 0.02% Reduce -0.2% 4,788,601 $61.7M
Bank of America Corp. 0.01% Reduce -25.3% 4,779,631 $61.6M
Adero Partners, LLC 4.29% Reduce -1.2% 4,560,031 $58.8M
Genesis Investment Management, LLP 11.26% Reduce -33.7% 4,443,477 $57.3M
Jericho Capital Asset Management L.P. 1.70% New 4,389,000 $56.6M
Russell Investments Group, Ltd. 0.09% Add +9.2% 4,352,106 $56.1M
Constellation Investimentos e Participacoes Ltda 27.26% Reduce -23.3% 4,246,495 $54.7M
Envestnet Asset Management Inc. 0.02% Add +7.1% 4,216,693 $54.4M
Westfield Capital Management Co. LP 0.26% New 4,159,431 $53.6M
Polar Capital Holdings Plc 0.32% Add +191.3% 4,148,172 $53.5M
Ieq Capital, LLC 0.72% Reduce -7.7% 4,145,400 $53.4M
Truxt Investmentos Ltda. 33.46% Reduce -26.5% 4,077,460 $52.6M
Public Investment Fund 0.28% Add +223.1% 3,802,480 $49.0M
Rhumbline Advisers 0.04% Add +43.6% 3,691,348 $47.6M
ThornTree Capital Partners LP 7.83% Reduce -9.5% 3,566,605 $46.0M
Sylebra Capital LLC 1.70% Reduce -29.5% 3,563,651 $45.9M
Vontobel Holding Ltd. 0.15% Add +8905.7% 3,529,869 $45.5M
Schonfeld Strategic Advisors LLC 0.30% Add +61.5% 2,972,034 $38.3M
Glynn Capital Management LLC 7.59% Reduce -2.9% 2,919,083 $37.6M
Driehaus Capital Management LLC 0.36% New 2,860,083 $36.9M
UBS Group AG 0.01% Reduce -3.3% 2,681,716 $34.6M
New York State Common Retirement Fund 0.05% Add +25.5% 2,678,642 $34.5M
Royal Bank of Canada 0.01% Add +151.3% 2,538,466 $32.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +28.4% 2,534,158 $32.7M
Focus Partners Wealth 0.11% Add +0.0% 2,454,149 $31.6M
Thornburg Investment Management Inc. 0.45% Add +14.5% 2,453,222 $31.6M
Marcho Partners LLP 9.53% Reduce -9.7% 2,441,823 $31.5M
Teacher Retirement System of Texas 0.18% New 2,398,300 $30.9M
Investment House LLC 1.76% Add +12.8% 2,396,515 $30.9M
Wellington Management Group LLP 0.01% Add +56.8% 2,360,876 $30.4M
ARK Investment Management 0.27% Reduce -45.7% 2,354,350 $30.3M
AlpInvest Partners B.V. 10.79% Reduce -23.5% 2,334,265 $30.1M
Salem Investment Counselors Inc. 0.97% Add +1.2% 2,330,926 $30.0M
Milestones Administradora de Recursos Ltda. 12.35% Add +78.2% 2,278,500 $29.4M
State Board of Administration of Florida Retirement System 0.06% New 2,270,438 $29.3M
Assenagon Asset Management S.A. 0.07% Reduce -6.0% 2,233,087 $28.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -3.8% 2,157,861 $27.8M
First Trust Advisors LP 0.03% Reduce -14.1% 2,143,581 $27.6M
Joho Capital LLC 3.89% No change 2,131,000 $27.5M
USS Investment Management Ltd 0.21% Add +30.9% 2,073,053 $26.7M
TD Asset Management Inc 0.02% Add +32.1% 2,034,882 $26.2M
Jupiter Asset Management Ltd. 0.24% Reduce -17.6% 1,943,403 $25.1M
Caisse de depot et placement du Quebec 0.06% Reduce -19.1% 1,942,865 $25.0M
Lord, Abbett & Co. LLC 0.08% New 1,905,897 $24.6M
Tidal Investments LLC 0.33% Reduce -2.0% 1,849,090 $23.8M
Penserra Capital Management LLC 0.30% Add +67.0% 1,809,868 $23.3M
Lazard Asset Management LLC 0.03% Reduce -13.7% 1,783,222 $23.0M
Federated Hermes, Inc. 0.05% Reduce -7.3% 1,608,917 $20.7M
Nomura Asset Management Co. Ltd. 0.07% Add +72661.5% 1,600,753 $20.6M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +153.8% 1,593,580 $20.5M
Voya Investment Management LLC 0.02% Add +106.1% 1,579,010 $20.4M
NZS Capital, LLC 0.82% Reduce -0.6% 1,547,851 $20.0M
Engle Capital Management, L.P. 6.49% Add +13.2% 1,490,000 $19.2M
Renaissance Capital LLC 10.67% Reduce -3.7% 1,482,052 $19.1M
Neuberger Berman Group LLC 0.02% Reduce -2.9% 1,470,218 $19.0M
LMR Partners LLP 0.51% No change 1,440,800 $18.6M
University of Wisconsin Foundation 20.78% No change 1,431,951 $18.5M
Amundi 0.01% Add +45.7% 1,475,518 $18.3M
Natixis Advisors, LLC 0.04% Add +5.2% 1,419,308 $18.3M
CI Investments Inc. 0.07% Reduce -4.2% 1,398,641 $18.0M
Treasurer of the State of North Carolina 0.08% Add +28.1% 1,385,027 $17.9M
Carnegie Investment Counsel 0.56% Reduce -4.5% 1,384,330 $17.8M
Holocene Advisors, LP 0.07% Add +418.6% 1,295,170 $16.7M
Catalyst Funds Management Pty Ltd 4.25% New 1,231,000 $15.9M
Royal London Asset Management Ltd. 0.04% Add +35.6% 1,229,444 $15.8M
JGP Global Gestao de Recursos Ltda. 20.11% Reduce -15.8% 1,229,300 $15.8M
Flight Deck Capital, LP 20.82% No change 1,221,233 $15.7M
Deepwater Asset Management, LLC 5.63% Reduce -9.4% 1,201,514 $15.5M
State of New Jersey Common Pension Fund D 0.07% Reduce -19.3% 1,198,681 $15.5M
AMS Capital Ltda 3.21% Add +11.7% 1,188,957 $15.3M
Unison Asset Management LLC 7.46% Add +5.3% 1,143,746 $14.7M
Victory Capital Management Inc. 0.01% Add +54.2% 1,085,667 $14.0M
Stifel Financial Corp. 0.02% Reduce -0.8% 1,085,005 $14.0M
Octahedron Capital Management L.P. 13.97% Add +37.6% 1,080,000 $13.9M
Citigroup Inc. 0.01% Add +15.4% 1,060,861 $13.7M
DNB Asset Management AS 0.06% Reduce -1.2% 1,055,783 $13.6M
Wells Fargo & Company 0.00% Add +15.2% 1,055,444 $13.6M
Y-Intercept (Hong Kong) Ltd 0.73% Add +117.7% 1,029,157 $13.3M
Aubrey Capital Management Ltd 5.28% New 1,030,600 $13.2M
Allen Investment Management, LLC 0.16% Add +456.7% 1,016,793 $13.1M
Kodai Capital Management LP 0.25% New 1,016,335 $13.1M
Dynamo Administracao de Recursos Ltda. 80.49% Reduce -75.8% 1,014,242 $13.1M
Nixon Capital, LLC 5.93% Add +16.5% 1,007,359 $13.0M
Orland Properties Ltd 9.79% New 1,000,000 $12.9M
Great Lakes Advisors, LLC 0.11% Reduce -19.6% 981,164 $12.6M
GFS Advisors, LLC 2.03% Reduce -99.8% 1,950 $12.6M
Compass Group LLC 9.09% Reduce -35.7% 943,479 $12.2M
HighTower Advisors, LLC 0.02% Reduce -11.5% 941,350 $12.1M
Itau Unibanco Holding S.A. 0.48% Add +60.0% 903,175 $11.6M
Lake Street Advisors Group, LLC 0.54% No change 876,136 $11.3M
Acadian Asset Management LLC 0.03% Reduce -9.7% 846,245 $10.9M
Warther Private Wealth, LLC 4.26% Add +47.4% 843,394 $10.9M
Charles Schwab Investment Management Inc. 0.00% Add +45.3% 824,530 $10.6M
ExodusPoint Capital Management, LP 0.11% Add +1979.3% 798,043 $10.3M
Bank of Montreal 0.00% Reduce -72.1% 770,422 $9.9M
Van Eck Associates Corp. 0.01% Add +3.6% 764,101 $9.8M
Banco BTG Pactual S.A. 2.50% Add +41.5% 800,000 $9.8M
Cerity Partners LLC 0.03% Reduce -9.9% 750,126 $9.7M
JARISLOWSKY, FRASER Ltd 0.06% Add +0.6% 727,482 $9.4M
BNP Paribas 0.46% Add +2.6% 713,587 $9.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% No change 709,142 $9.1M
Northside Capital Management, LLC 1.53% Reduce -2.1% 691,586 $8.9M
Marshall Wace, LLP 0.01% Add +748.9% 681,004 $8.8M
HSBC Holdings PLC 0.01% Reduce -0.8% 679,203 $8.7M
Matthews International Capital Management LLC 1.91% Reduce -0.7% 669,807 $8.6M
Squarepoint Ops LLC 0.03% Add +670.5% 660,031 $8.5M
Flossbach Von Storch SE 0.04% Add +8.3% 650,000 $8.4M
Barclays PLC 0.00% Add +539.1% 645,289 $8.3M
BTG Pactual Asset Management US LLC 2.06% — 638,166 $8.2M
Healthcare of Ontario Pension Plan Trust Fund 0.02% New 613,000 $7.9M
Capital International, Inc. 0.10% New 569,942 $7.3M
Pathstone Holdings, LLC 0.03% Add +80.4% 562,625 $7.3M
National Bank of Canada 0.01% Reduce -4.0% 577,611 $7.1M
CIBC Private Wealth Group LLC 0.01% Reduce -1.3% 553,777 $7.1M
Exchange Traded Concepts, LLC 0.18% Add +5.3% 544,688 $7.0M
ICONIQ Capital, LLC 0.15% Reduce -15.1% 533,344 $6.9M
Gilder Gagnon Howe & Co. LLC 0.08% Add +266.3% 523,011 $6.7M
Redwood Investments, LLC 2.18% Add +45.9% 639,241 $6.4M
Wolverine Trading, LLC 0.10% Add +191.2% 491,298 $6.3M
Old Well Partners, LLC 7.33% Reduce -35.0% 482,600 $6.2M
Raymond James & Associates 0.00% Add +19.9% 462,694 $6.0M
Jordan Park Group LLC 0.45% No change 458,992 $5.9M
GTS Securities LLC 0.12% Add +96.0% 444,292 $5.7M
Artemis Investment Management LLP 0.08% Add +35.2% 440,288 $5.7M
Hamilton Lane Advisors LLC 4.53% Reduce -13.0% 435,495 $5.6M
Voloridge Investment Management, LLC 0.02% Reduce -95.1% 427,337 $5.5M
Fred Alger Management, LLC 0.03% Reduce -3.6% 425,476 $5.5M
Creative Planning 0.01% Add +2.7% 418,624 $5.4M
Black Swift Group, LLC 1.24% Add +27.3% 415,000 $5.3M
Vaughan Nelson Investment Management, L.P. 0.05% Add +499.9% 413,165 $5.3M
Ninety One UK Ltd 0.01% Reduce -11.3% 410,096 $5.3M
Xponance LLC 0.05% Add +76.7% 409,571 $5.3M
Employees Retirement System of Texas 0.06% Reduce -17.3% 406,297 $5.2M
M&T Bank Corp 0.02% Reduce -0.2% 400,655 $5.2M
Metavasi Capital LP 2.84% New 400,000 $5.2M
Janus Henderson Group PLC 0.00% Reduce -12.6% 388,113 $5.0M
INCA Investments LLC 2.05% Add +84.4% 376,246 $4.8M
NewSquare Capital LLC 0.41% New 372,660 $4.8M
LPL Financial LLC 0.00% Add +32.1% 368,347 $4.7M
SpiderRock Advisors, LLC 0.12% Reduce -3.2% 362,486 $4.7M
Ashford Capital Management Inc. 0.63% Add +1.1% 361,000 $4.7M
BBR Partners, LLC 0.38% Reduce -0.6% 360,332 $4.6M
Utah Retirement Systems 0.06% Add +12.3% 359,801 $4.6M
Baader Bank Aktiengesellschaft 0.36% Reduce -30.8% 360,318 $4.6M
Federation des caisses Desjardins du Quebec 0.02% Add +488.7% 352,893 $4.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +9.7% 351,523 $4.5M
Rockefeller Capital Management L.P. 0.01% Reduce -10.7% 333,552 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +41.5% 325,230 $4.2M
VPR Management LLC 1.55% Add +24.0% 322,600 $4.2M
Manufacturers Life Insurance Company, The 0.00% Add +9.7% 314,189 $4.0M
US Bancorp \de 0.01% Add +38.5% 312,977 $4.0M
Parametrica Management Ltd 5.27% No change 309,263 $4.0M
J. Goldman & Co LP 0.15% New 307,200 $4.0M
Credit Agricole S A 0.02% Add +9333.3% 283,000 $3.6M
Triasima Portfolio Management inc. 0.33% Add +38.0% 279,454 $3.6M
Principal Financial Group Inc. 0.00% Add +24.2% 277,425 $3.6M
Polymer Capital Management (HK) LTD 0.72% Reduce -17.3% 275,400 $3.5M
AXA S.A. 0.01% New 269,550 $3.5M
Jasper Ridge Partners, L.P. 0.11% Add +0.3% 266,113 $3.4M
Simplex Trading, LLC 0.11% New 263,081 $3.4M
BW Gestao de Investimentos Ltda. 0.42% Add +150.0% 250,000 $3.2M
Summit Partners Public Asset Management, LLC 0.15% New 250,000 $3.2M
Finivi Inc. 2.63% Add +18.4% 245,932 $3.2M
Cloverfields Capital Group, LP 1.03% Add +0.0% 237,087 $3.1M
California State Teachers Retirement System 0.00% Reduce -2.0% 232,375 $3.0M
Equitable Trust Co. 0.20% Reduce -0.1% 230,644 $3.0M
Northwest & Ethical Investments L.P. 0.08% Add +24.5% 217,264 $2.8M
RPg Family Wealth Advisory, LLC 0.92% Reduce -0.0% 215,890 $2.8M
Amalgamated Bank 0.02% Add +45.5% 215,062 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -28.1% 209,203 $2.7M
Consolidated Portfolio Review Corp 0.62% New 207,460 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.12% Reduce -2.8% 204,926 $2.6M
MetLife Investment Management, LLC 0.02% Add +83.0% 204,566 $2.6M
Calamos Advisors LLC 0.02% Add +41.2% 204,290 $2.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +305.1% 202,551 $2.6M
Cederberg Capital Ltd 0.85% No change 200,000 $2.6M
Pictet Asset Management Holding SA 0.00% Add +249.5% 197,200 $2.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -4.1% 435,763 $2.5M
Captrust Financial Advisors 0.01% Reduce -4.2% 192,588 $2.5M
Ethic Inc. 0.06% Add +38.2% 188,170 $2.4M
AQR Capital Management 0.00% Add +19.5% 186,897 $2.4M
Osaic Holdings, Inc. 0.01% Add +164.4% 186,531 $2.4M
Truist Financial Corp. 0.00% Add +5.6% 180,447 $2.3M
PNC Financial Services Group, Inc. 0.00% Add +6.4% 177,989 $2.3M
Mariner, LLC 0.00% Add +0.3% 177,412 $2.3M
Bessemer Group Inc. 0.00% Reduce -0.0% 177,333 $2.3M
Headlands Technologies LLC 0.24% Add +8.4% 173,491 $2.2M
Pitcairn Co. 0.14% Add +11.3% 173,460 $2.2M
SVB Wealth LLC 0.06% Reduce -21.6% 173,400 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +11.5% 172,043 $2.2M
JT Stratford LLC 0.41% Add +4.6% 172,006 $2.2M
Empowered Funds, LLC 0.04% Add +3.8% 167,500 $2.2M
NewEdge Advisors, LLC 0.02% New 166,638 $2.1M
Crossmark Global Holdings, Inc. 0.04% Add +1.4% 161,018 $2.1M
Raymond James Financial Services Advisors, Inc. 0.00% Add +23.2% 160,124 $2.1M
SRN Advisors, LLC 1.70% Add +47.6% 158,949 $2.0M
Elevation Point Wealth Partners, LLC 0.15% Reduce -24.8% 150,612 $1.9M
Regal Partners Ltd 0.20% Add +50.0% 149,965 $1.9M
TPG Financial Advisors, LLC 0.91% — 148,558 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 142,764 $1.8M
First Manhattan Co. Llc. 0.01% No change 142,500 $1.8M
Bank of Nova Scotia 0.00% No change 140,084 $1.8M
Cetera Investment Advisers 0.00% Add +20.6% 134,715 $1.7M
Citadel Advisors 0.00% Reduce -96.8% 130,320 $1.7M
Glenmede Trust Co. NA 0.01% Add +6.1% 130,112 $1.7M
Bienville Capital Management, LLC 0.40% New 1,107,556 $1.7M
Titan Global Capital Management USA LLC 0.26% Reduce -0.6% 126,350 $1.6M
Aviva PLC 0.00% Add +39.7% 122,522 $1.6M
Quantbot Technologies LP 0.08% Reduce -63.6% 122,022 $1.6M
Atria Investments, Inc 0.02% Add +3.2% 121,493 $1.6M
HighVista Strategies LLC 0.57% Add +20.5% 121,061 $1.6M
MML Investors Services, LLC 0.01% Reduce -9.4% 120,661 $1.6M
Ulysses Management LLC 0.37% New 120,000 $1.5M
Virtu Financial LLC 0.11% New 117,372 $1.5M
Orion Porfolio Solutions, LLC 0.02% Add +0.8% 110,710 $1.4M
Orion Portfolio Solutions, LLC 0.02% Add +0.8% 110,710 $1.4M
Intech Investment Management LLC 0.02% Add +13.0% 109,040 $1.4M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -21.3% 106,149 $1.4M
CastleKnight Management LP 0.19% New 104,100 $1.3M
CTC Alternative Strategies, Ltd. 0.57% New 103,442 $1.3M
Landscape Capital Management, L.L.C. 0.11% Reduce -3.8% 102,625 $1.3M
Capital Wealth Planning, LLC 0.01% New 101,415 $1.3M
Channel Wealth LLC 0.47% Reduce -33.0% 100,918 $1.3M
CIBC Asset Management Inc 0.00% Add +5.3% 100,393 $1.3M
Erste Asset Management GmbH 0.02% No change 100,000 $1.3M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 0.08% No change 100,000 $1.3M
Two Sigma Securities, LLC 0.06% Reduce -45.3% 99,372 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -4.0% 99,238 $1.3M
La Financiere DE L'echiquier 0.05% New 97,000 $1.3M
Avantax Advisory Services, Inc. 0.01% Add +768.7% 94,996 $1.2M
Clough Capital Partners L P 0.13% Add +90.1% 93,033 $1.2M
Prudential Financial Inc. 0.00% Add +11.2% 90,787 $1.2M
Connable Office Inc. 0.13% Reduce -4.2% 90,457 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +29.7% 90,087 $1.2M
NewEdge Wealth, LLC 0.03% Reduce -1.8% 89,703 $1.2M
Dnca Finance 0.10% — 89,000 $1.1M
Shelton Wealth Management, LLC 0.68% New 87,674 $1.1M
Private Advisor Group, LLC 0.01% Add +10.4% 87,547 $1.1M
Liontrust Investment Partners LLP 0.02% Reduce -7.6% 85,000 $1.1M
J.Safra Asset Management Corp 0.11% No change 83,158 $1.1M
Fort Washington Investment Advisors Inc. 0.01% New 82,971 $1.1M
Corient Private Wealth LP 0.00% Reduce -49.6% 82,785 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +7.0% 81,100 $1.0M
DekaBank Deutsche Girozentrale 0.00% No change 79,585 $1.0M
Magnus Financial Group LLC 0.11% New 78,983 $1.0M
Virtus Advisers, LLC 0.49% Reduce -7.6% 78,200 $1.0M
Partners Capital Investment Group, LLP 0.02% New 76,638 $988K
STRS Ohio 0.00% Add +3.6% 75,875 $978K
Group One Trading LLC 0.03% New 75,479 $973K
C WorldWide Group Holding A/S 0.01% Reduce -2.4% 75,220 $970K
Frank, Rimerman Advisors LLC 0.07% No change 75,175 $969K
Adalta Capital Management LLC 0.52% Add +13.0% 74,825 $964K
Jump Financial, LLC 0.02% Reduce -86.5% 73,800 $951K
Harbour Capital Advisors, LLC 0.22% Reduce -1.1% 76,200 $942K
Sand Hill Global Advisors, LLC 0.04% Add +531.2% 72,792 $938K
Convergence Investment Partners, LLC 0.27% Add +125.0% 72,103 $929K
Choreo, LLC 0.02% New 73,917 $914K
LWM Advisory Services, LLC 0.75% No change 69,425 $895K
Gateway Advisory, LLC 0.15% Add +2.1% 69,255 $893K
Citizens Financial Group Inc. 0.02% New 67,864 $875K
Salvus Wealth Management, LLC 0.59% No change 67,000 $864K
Gsa Capital Partners LLP 0.06% Add +0.3% 66,474 $857K
Diversify Advisory Services, LLC 0.05% New 65,104 $856K
First Hawaiian Bank 0.03% New 66,068 $852K
Legacy Bridge, LLC 0.50% Add +4116.4% 65,775 $848K
Whittier Trust Co. 0.01% Add +16.9% 65,618 $846K
Verition Fund Management LLC 0.01% Reduce -96.8% 64,332 $829K
Private Advisory Group LLC 0.11% New 64,243 $828K
ABN AMRO Bank N.V. 0.01% Reduce -10.6% 63,194 $821K
Corebridge Financial, Inc. 0.00% — 63,307 $816K
Vestmark Advisory Solutions, Inc. 0.03% Reduce -1.4% 63,177 $814K
Personal Cfo Solutions, LLC 0.12% Add +2.0% 62,327 $803K
Guggenheim Capital LLC 0.01% Reduce -22.5% 62,216 $802K
Cresset Asset Management, LLC 0.00% Add +24.5% 61,770 $796K
Harbour Investments, Inc. 0.03% Add +0.5% 60,305 $777K
Sherbrooke Park Advisers LLC 0.14% New 60,273 $777K
Knollwood Investment Advisory, LLC 0.09% New 59,800 $771K
PARUS FINANCE (UK) Ltd 0.22% Add +168.0% 59,668 $769K
SG Americas Securities, LLC 0.00% Reduce -61.1% 58,371 $752K
Impact Partnership Wealth, LLC 0.20% Add +1277.6% 57,596 $742K
Sciencast Management LP 0.25% New 56,081 $723K
Kingswood Wealth Advisors, LLC 0.06% New 55,850 $720K
Carlyle Group Inc. 0.07% Reduce -23.4% 55,417 $714K
MRP Capital Investments, LLC 0.66% Add +197.3% 54,700 $705K
Advisory Services Network, LLC 0.01% Add +83.8% 54,697 $705K
Capital International Sarl 0.02% New 54,103 $697K
Capital CS Group, LLC 0.79% New 53,070 $684K
Angeles Investment Advisors, LLC 0.03% Reduce -0.7% 52,549 $677K
Avestar Capital, LLC 0.07% Add +0.3% 52,279 $674K
Arkfeld Wealth Strategies, L.L.C. 0.34% No change 51,545 $662K
Thoroughbred Financial Services, LLC 0.04% New 51,209 $660K
Legacy Wealth Asset Management, LLC 0.19% New 50,943 $657K
United Capital Financial Advisors, LLC 0.01% New 49,712 $641K
Allianz Asset Management GmbH 0.00% Add +356.4% 49,479 $638K
Handelsbanken Fonder AB 0.00% No change 48,400 $624K
Cwm, LLC 0.00% Add +9.4% 47,864 $617K
Platform Technology Partners 0.20% — 44,669 $576K
Oak Grove Capital LLC 0.15% New 44,010 $567K
Prelude Capital Management, LLC 0.05% Reduce -9.9% 43,694 $563K
Sanctuary Advisors, LLC 0.00% — 50,926 $563K
Dakota Wealth Management 0.01% Reduce -3.8% 43,284 $558K
Marex Group Ltd 0.01% No change 43,000 $554K
Circle Wealth Management, LLC 0.01% New 42,780 $551K
IPG Investment Advisors LLC 0.12% Add +9.3% 42,727 $551K
Exencial Wealth Advisors, LLC 0.02% Reduce -10.1% 42,312 $545K
Nomura Holdings Inc. 0.00% New 42,017 $542K
FDx Advisors, Inc. 0.15% Reduce -8.4% 41,943 $541K
Advisors Asset Management, Inc. 0.01% Add +38.3% 41,908 $540K
Rakuten Securities, Inc. 0.23% Add +233.4% 41,641 $537K
Capula Management Ltd 0.01% Add +9.0% 40,800 $526K
Compound Planning, Inc. 0.04% Reduce -49.4% 40,202 $518K
Kestra Advisory Services, LLC 0.00% Add +13.8% 40,134 $517K
IFP Advisors, Inc 0.02% Add +34.8% 39,673 $511K
Steward Partners Investment Advisory, LLC 0.01% Add +411.4% 39,601 $510K
O'Neil Global Advisors, Inc. 0.24% Reduce -82.4% 38,775 $500K
J. Safra Sarasin Holding AG 0.01% — 38,410 $495K
Emerald Advisers, LLC 0.02% New 38,359 $494K
Graham Capital Management, L.P. 0.03% Reduce -54.6% 37,718 $486K
Cornerstone Wealth Group, LLC 0.04% Add +0.0% 37,691 $486K
Covenant Partners, LLC 0.14% New 36,613 $472K
Precision Wealth Strategies, LLC 0.49% Reduce -11.8% 36,595 $472K
Marcum Wealth, LLC 0.05% Add +0.1% 36,318 $468K
Evergreen Capital Management LLC 0.02% Add +21.2% 36,004 $464K
Sheets Smith Wealth Management 0.06% Add +1.6% 35,938 $463K
Financial Advocates Investment Management 0.03% Reduce -9.0% 35,618 $459K
Verdence Capital Advisors LLC 0.04% Add +16.1% 35,561 $458K
Yousif Capital Management, LLC 0.01% Add +30.5% 35,028 $452K
Whittier Trust Co. of Nevada Inc. 0.01% Add +37.9% 34,865 $449K
Hamilton Capital Partners Inc. 0.05% No change 34,600 $446K
Vanguard Personalized Indexing Management, LLC 0.01% Add +16.8% 34,481 $444K
Morse Asset Management, Inc 0.11% Add +186.3% 34,350 $443K
CW Advisors, LLC 0.01% Reduce -2.6% 34,193 $441K
PFG Investments, LLC 0.03% New 33,963 $438K
Hardman Johnston Global Advisors LLC 0.02% New 33,380 $430K
Ossiam 0.01% Add +4.8% 31,895 $411K
Occudo Quantitative Strategies LP 0.07% Reduce -27.2% 31,267 $403K
Ellevest, Inc. 0.02% Add +1.9% 31,147 $401K
Park Avenue Securities LLC 0.00% Reduce -6.3% 30,397 $392K
Solstein Capital, LLC 0.26% New 30,400 $392K
Quantinno Capital Management LP 0.01% Add +127.1% 30,188 $389K
GenTrust, LLC 0.02% New 29,730 $383K
Triumph Capital Management 0.15% Add +3.1% 29,683 $383K
Equitable Holdings, Inc. 0.00% No change 29,613 $382K
Engineers Gate Manager LP 0.01% Reduce -83.1% 29,032 $374K
Blue Trust, Inc. 0.01% Add +207.7% 30,639 $366K
Financial Perspectives, Inc 0.13% Add +8.1% 27,664 $357K
New Vernon Investment Management LLC 0.46% No change 27,624 $356K
Cigna Investments Inc. 0.07% Add +35.2% 27,625 $356K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +44.2% 26,885 $347K
Accuvest Global Advisors 0.76% New 26,684 $344K
Walleye Capital LLC 0.00% Reduce -85.5% 26,495 $342K
Savvy Advisors, Inc. 0.11% Add +20.7% 26,428 $341K
Blair William & Co. 0.00% New 26,274 $339K
Integrated Wealth Concepts LLC 0.00% Add +4.9% 26,042 $336K
Vident Advisory, LLC 0.01% Add +62.1% 25,833 $333K
Coldstream Capital Management Inc. 0.01% Add +4.3% 25,716 $331K
DAVENPORT & Co LLC 0.00% No change 25,500 $329K
Greenland Capital Management LP 0.07% Reduce -34.8% 25,456 $328K
OneDigital Investment Advisors LLC 0.00% Add +103.1% 25,229 $325K
Bokf, NA 0.01% Add +7807.6% 25,067 $323K
OneAscent Financial Services LLC 0.04% Add +0.2% 24,298 $313K
LRI Investments, LLC 0.04% Add +216.9% 24,240 $312K
Wedmont Private Capital 0.02% Add +15.5% 22,824 $306K
Cary Street Partners Investment Advisory LLC 0.01% Add +0.1% 23,579 $304K
Cary Street Partners Asset Management LLC 0.04% No change 23,561 $304K
Claro Advisors Inc. 0.05% Reduce -7.8% 23,128 $298K
Central Pacific Bank - Trust Division 0.04% New 23,075 $297K
Delta Asset Management LLC 0.03% No change 22,000 $284K
Wedbush Securities Inc. 0.01% Add +40.4% 21,872 $282K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.5% 21,327 $275K
Banco Santander, S.A. 0.00% No change 20,784 $268K
Resona Asset Management Co.,Ltd. 0.00% Add +12.4% 20,533 $265K
Cibc World Market Inc. 0.00% New 20,376 $263K
Oppenheimer Asset Management Inc. 0.00% Add +22.8% 20,394 $263K
Alpine Global Management, LLC 0.05% Reduce -46.9% 20,000 $258K
Granite Group Advisors, LLC 0.19% No change 19,772 $255K
Seven Mile Advisory 0.18% Add +0.3% 19,300 $249K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +7.6% 19,120 $246K
Transcend Capital Advisors, LLC 0.02% Add +79.7% 19,095 $246K
Advisor OS, LLC 0.03% Add +3.3% 19,011 $245K
Brown Advisory Inc. 0.00% Add +8.6% 18,946 $244K
Park National Corp. 0.01% Add +3.1% 18,920 $244K
Counterpoint Mutual Funds LLC 0.06% New 18,900 $244K
AdvisorNet Financial, Inc 0.02% Add +482.4% 18,870 $243K
OneAscent Wealth Management LLC 0.13% Reduce -3.2% 18,659 $241K
State of Wyoming 0.04% Add +71.7% 18,196 $235K
Comgest Global Investors S.A.S. 0.00% Reduce -6.3% 18,121 $234K
American Trust 0.02% New 18,103 $233K
D.A. Davidson & Co. 0.00% No change 17,963 $232K
First Western Trust Bank 0.01% No change 17,589 $227K
Altfest L J & Co. Inc. 0.03% New 17,504 $226K
Fortis Capital Management LLC 0.05% Add +6.6% 17,330 $223K
Shufro Rose & Co. LLC 0.02% No change 17,045 $220K
ANTIPODES PARTNERS Ltd 0.01% Reduce -24.3% 16,944 $219K
Insigneo Advisory Services, LLC 0.02% Add +13.8% 19,841 $212K
Gladstone Institutional Advisory LLC 0.01% Add +54.4% 16,023 $207K
HRT Financial LP 0.00% Reduce -99.7% 15,524 $200K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.08% Add +25.0% 15,500 $200K
Moran Wealth Management, LLC 0.01% Add +28.8% 15,459 $199K
Americana Partners, LLC 0.02% Add +7.8% 15,449 $199K
Merit Financial Group, LLC 0.00% Add +6.5% 15,391 $198K
Oppenheimer & Co. Inc. 0.00% Add +37.1% 15,272 $197K
Aptus Capital Advisors, LLC 0.00% Add +19.7% 14,965 $193K
Los Angeles Capital Management LLC 0.00% Add +16.3% 14,862 $192K
Allspring Global Investments Holdings, LLC 0.00% Add +64.4% 14,536 $187K
Arete Wealth Advisors, LLC 0.02% New 14,429 $186K
Leonteq Securities AG 0.03% Reduce -9.4% 14,395 $186K
Savant Capital, LLC 0.00% Reduce -1.6% 14,390 $185K
Arax Advisory Partners 0.02% Add +4.5% 14,334 $185K
Seldon Capital LP 0.10% No change 14,220 $183K
Banque Cantonale Vaudoise 0.01% New 14,100 $182K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +40.0% 14,000 $180K
Private Wealth Partners, LLC 0.01% No change 13,900 $179K
Venturi Wealth Management, LLC 0.01% Add +4473.7% 13,721 $177K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.6% 13,356 $172K
Element Capital Management LLC 0.01% New 13,210 $170K
Metis Global Partners, LLC 0.01% Add +3.7% 13,016 $168K
Perigon Wealth Management, LLC 0.00% New 12,895 $166K
UMB Bank, n.a. 0.00% Reduce -11.1% 12,739 $164K
Stratos Wealth Partners, LTD. 0.00% New 12,485 $161K
Harbour Investment Management LLC 0.07% Reduce -6.7% 12,458 $161K
Covestor Ltd 0.10% Add +495.6% 11,763 $152K
Caprock Group, LLC 0.01% New 11,663 $150K
Veltria Advisors Corp. 0.05% No change 11,552 $149K
Aspen Grove Capital, LLC 0.03% Reduce -40.1% 11,488 $148K
Bleakley Financial Group, LLC 0.00% Reduce -10.6% 11,369 $147K
Simplicity Wealth,LLC 0.00% Reduce -10.6% 11,369 $147K
Stonekeep Investments, LLC 0.12% — 11,326 $146K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +0.1% 11,164 $144K
Stokes Family Office, LLC 0.02% No change 11,000 $142K
HB Wealth Management, LLC 0.00% New 10,828 $140K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% Reduce -60.4% 10,654 $137K
Aureus Asset Management, LLC 0.01% No change 10,608 $137K
SYSTM Wealth Solutions LLC 0.03% Reduce -74.8% 10,595 $137K
B. Riley Wealth Advisors, Inc. 0.00% New 10,488 $135K
Parallel Advisors, LLC 0.00% Reduce -11.8% 10,474 $135K
Assetmark, Inc. 0.00% New 10,427 $134K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -21.4% 10,434 $134K
Jessup Wealth Management, Inc 0.06% Reduce -44.7% 10,289 $133K
Powell Investment Advisors, LLC 0.07% No change 10,000 $129K
Ridgewood Investments LLC 0.06% New 9,124 $118K
Rothschild Investment LLC 0.01% Add +50.0% 9,000 $116K
Tower Research Capital LLC (TRC) 0.00% Reduce -85.3% 8,754 $113K
NFSG Corp 0.04% No change 8,100 $104K
Opal Wealth Advisors, LLC 0.03% New 6,842 $88K
Canton Hathaway, LLC 0.02% No change 6,840 $88K
WASHINGTON TRUST Co 0.00% No change 6,775 $87K
Hilltop National Bank 0.03% Add +6.3% 6,698 $86K
Avior Wealth Management, LLC 0.00% Reduce -17.6% 6,576 $85K
Natixis 0.00% Reduce -85.8% 6,455 $83K
FNY Investment Advisers, LLC 0.05% New 6,100 $78K
Ancora Advisors LLC 0.00% No change 5,712 $74K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -38.3% 5,611 $72K
EntryPoint Capital, LLC 0.03% Add +4.7% 5,147 $66K
Global Retirement Partners, LLC 0.00% Add +131.4% 4,603 $59K
ORG Partners LLC 0.01% New 4,366 $54K
Quarry LP 0.02% Reduce -57.4% 3,853 $50K
Piscataqua Savings Bank 0.03% No change 2,500 $32K
Huntington National Bank 0.00% Add +15.4% 2,470 $32K
FinTrust Capital Advisors, LLC 0.01% No change 2,456 $32K
Turim 21 Investimentos Ltda. 0.01% No change 2,450 $32K
Anchor Investment Management, LLC 0.00% No change 2,400 $31K
GAMMA Investing LLC 0.00% Add +56.3% 2,264 $29K
First Horizon Advisors, Inc. 0.00% Reduce -6.4% 2,151 $28K
PFS Partners, LLC 0.02% No change 2,000 $26K
Emfo, LLC 0.02% No change 1,933 $25K
TD Waterhouse Canada Inc. 0.00% Add +17.4% 1,685 $21K
Smartleaf Asset Management LLC 0.00% Add +1834.6% 1,567 $20K
Abich Financial Wealth Management LLC 0.01% Add +145.6% 1,567 $20K
Glass Jacobson Investment Advisors llc 0.01% No change 1,500 $19K
TFC Financial Management, Inc. 0.00% Add +154.6% 1,456 $19K
Baldwin Wealth Partners LLC 0.00% Add +3.4% 1,412 $18K
Farther Finance Advisors, LLC 0.00% Add +26.0% 1,406 $17K
Sittner & Nelson, LLC 0.01% No change 1,300 $17K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 1,209 $16K
Versant Capital Management, Inc 0.00% Add +2886.5% 1,105 $14K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,019 $14K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 1,050 $14K
Transcendent Capital Group LLC 0.01% New 1,000 $13K
Raelipskie Partnership 0.01% No change 1,000 $13K
Fifth Third Bancorp 0.00% Add +784.1% 946 $12K
Quent Capital, LLC 0.00% New 923 $12K
Principal Securities, Inc. 0.00% Reduce -25.6% 912 $12K
Cullen/Frost Bankers, Inc. 0.00% Add +83.5% 910 $12K
RFP Financial Group LLC 0.00% New 850 $11K
Global Wealth Strategies & Associates 0.00% No change 750 $10K
Nemes Rush Group LLC 0.00% No change 750 $10K
Meeder Asset Management Inc. 0.00% Add +4.8% 675 $9K
American National Bank & Trust 0.00% New 650 $8K
Winch Advisory Services, LLC 0.00% New 600 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 500 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Add +12.0% 494 $6K
TD Private Client Wealth LLC 0.00% Add +150.0% 470 $6K
Bell Investment Advisors, Inc 0.00% Add +27.2% 458 $6K
Spire Wealth Management 0.00% Add +0.3% 401 $5K
Clearstead Advisors, LLC 0.00% Add +96.0% 392 $5K
EverSource Wealth Advisors, LLC 0.00% Add +29.0% 360 $4K
Raffa Wealth Management, LLC 0.00% Add +28.6% 274 $4K
Parkside Financial Bank & Trust 0.00% Add +50.0% 252 $3K
Valley National Advisers Inc. 0.00% Reduce -5.4% 265 $3K
Financial Management Professionals, Inc. 0.00% Add +229.2% 214 $3K
Carolinas Wealth Consulting LLC 0.00% Add +6.7% 223 $3K
Highline Wealth Partners LLC 0.00% New 214 $3K
Jones Financial Companies LLLP 0.00% New 211 $3K
Gradient Investments LLC 0.00% New 200 $3K
Brown Brothers Harriman & Co. 0.00% No change 198 $3K
Pacific Capital Wealth Advisors, Inc. 0.00% New 178 $2K
Kelly Financial Services LLC 0.00% Add +32.3% 172 $2K
Glen Eagle Advisors, LLC 0.00% Reduce -71.8% 162 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 160 $2K
Private Trust Co. NA 0.00% Reduce -2.4% 121 $2K
McIlrath & Eck, LLC 0.00% No change 110 $1K
Triad Wealth Partners, LLC 0.00% New 100 $1K
ICA Group Wealth Management, LLC 0.00% Add +50.0% 75 $967
Lynx Investment Advisory 0.00% — 68 $877
Twin Tree Management, LP 0.00% New 65 $838
Larson Financial Group LLC 0.00% New 59 $761
Kimelman & Baird, LLC 0.00% — 55 $709
Lindbrook Capital, LLC 0.00% Add +119.0% 46 $593
Continuum Advisory, LLC 0.00% No change 43 $554
WFA of San Diego, LLC 0.00% — 25 $323
Mather Group, Llc. 0.00% No change 26 $310
Investors Research Corp 0.00% No change 20 $258
MV Capital Management, Inc. 0.00% New 18 $233
Quadrant Capital Group LLC 0.00% New 17 $220
Archer Investment Corp 0.00% No change 9 $116

"% of holder's portfolio" is NU's weight in each manager's 13F, not the share of Nu Holdings Ltd./Cayman Isl-A the manager owns.