Nu Holdings Ltd./Cayman Isl-ANU
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $563.0M |
| Exits | 61 | $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.