Nu Holdings Ltd./Cayman Isl-ANU

13F holders, Q3 2024 (September 30)
651holders +44
122new positions
78sold out
14famous investors
$13.65avg. 13F price*

At the end of Q3 2024, 651 institutions reported holding Nu Holdings Ltd./Cayman Isl-A (NU) in their 13F filings, up 44 from Q2 2024. 122 opened new positions and 78 sold out. The largest holders were BlackRock, Inc. ($3.6B), SC US (ttgp), LTD. ($3.4B) and Capital Research Global Investors ($3.4B). 14 famous investors held it, including Alex Sacerdote (4.3% of Whale Rock Capital Management's portfolio), Lee Ainslie (3.2% of Maverick Capital's portfolio) and Philippe Laffont (3.2% of Coatue Management's portfolio).

Company
Nu Holdings Ltd./Cayman Isl-A
Filed as
NU HLDGS LTD (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions122$558.2M
Exits78$704.1M

All 13F filers, Q2 2024 → Q3 2024: 398,217,071 shares bought and 367,623,155 shares sold, net +30,593,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 651 holders

BlackRock, Inc. 0.08% — 265,909,425 $3.6B
SC US (ttgp), LTD. 25.11% Reduce -0.1% 250,928,497 $3.4B
Capital Research Global Investors 0.70% Add +14.0% 247,998,790 $3.4B
Baillie Gifford & Co. 2.15% Add +13.0% 210,103,451 $2.9B
JPMorgan Chase & Co. 0.14% Add +20.8% 126,878,139 $1.7B
WCM Investment Management, LLC 3.14% Reduce -0.5% 100,031,797 $1.4B
Jennison Associates LLC 0.82% Add +7.1% 96,754,946 $1.3B
Berkshire Hathaway 0.44% Reduce -19.3% 86,438,997 $1.2B
State Street Corp. 0.04% Add +105.9% 78,865,138 $1.1B
Morgan Stanley 0.07% Add +25.4% 75,548,380 $1.0B
Technology Crossover Management X, Ltd. 86.92% No change 69,726,810 $951.8M
Sands Capital Management, LLC 2.64% Reduce -19.6% 63,806,801 $871.0M
Coatue Management 3.18% Add +6.2% 62,800,630 $857.2M
FMR LLC 0.05% Add +16.4% 61,801,891 $843.6M
T. Rowe Price Associates Inc. 0.07% Add +31.3% 47,617,793 $650.0M
Norges Bank 0.07% Add +8.7% 38,610,279 $527.0M
Bank of America Corp. 0.04% Add +686.4% 37,586,679 $513.1M
Artisan Partners Limited Partnership 0.74% Reduce -30.3% 35,969,688 $491.0M
FIL Ltd 0.45% Reduce -8.8% 35,953,276 $490.8M
Scge Management, L.P. 9.87% Reduce -9.6% 33,193,000 $453.1M
Geode Capital Management, LLC 0.04% Add +104.3% 32,597,803 $442.9M
Capital International Investors 0.07% Add +2.5% 26,608,706 $363.2M
Legal & General Group Plc 0.09% Add +230.8% 25,714,320 $351.0M
Goldman Sachs Group Inc. 0.07% Add +113.7% 25,694,816 $350.7M
Softbank Group Corp. 1.45% No change 23,343,665 $318.6M
Nuveen Asset Management, LLC 0.09% Add +27.4% 22,960,166 $313.4M
Whale Rock Capital Management 4.31% Reduce -7.9% 22,516,766 $307.4M
Ribbit Management Company, LLC 18.90% No change 20,668,753 $282.1M
Wasatch Advisors LP 1.34% Reduce -7.0% 20,090,984 $274.2M
Robeco Institutional Asset Management B.V. 0.54% Add +10.1% 19,976,979 $272.7M
Vanguard Group Inc. 0.00% Add +38.7% 19,418,660 $265.1M
Invesco Ltd. 0.05% Reduce -39.3% 18,611,514 $254.0M
Tiger Global Management 1.07% No change 18,433,113 $251.6M
Kontiki Capital Management (HK) Ltd. 19.82% Reduce -6.8% 18,368,325 $250.7M
Dynamo Internacional Gestao DE Recursos Ltda. 59.09% Reduce -30.3% 18,038,393 $246.2M
Northern Trust Corp. 0.04% Add +30.5% 17,565,493 $239.8M
Sei Investments Co. 0.30% Reduce -10.9% 16,859,477 $230.1M
Alliancebernstein L.P. 0.07% Reduce -3.0% 16,359,370 $223.3M
Citigroup Inc. 0.19% Add +1285.1% 14,694,005 $200.6M
a16z Perennial Management, L.P. 24.13% Reduce -6.6% 14,359,500 $196.0M
American Century Companies Inc. 0.11% Reduce -17.6% 14,200,657 $193.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +458.3% 14,147,349 $193.1M
Advent International, L.P. 4.03% Reduce -35.2% 13,940,959 $190.3M
Sumitomo Mitsui Trust Group, Inc. 0.13% Add +83.9% 13,839,210 $188.9M
Maverick Capital 3.23% Add +1.8% 12,118,901 $165.4M
Two Sigma Advisers, LP 0.38% Reduce -25.9% 12,022,800 $164.1M
D. E. Shaw & Co. 0.23% Reduce -59.7% 11,967,911 $163.4M
Atmos Capital Gestao DE Recursos Ltda. 23.13% Reduce -40.5% 11,866,736 $162.0M
Aberdeen Group plc 0.28% Add +5.4% 11,288,186 $154.9M
Renaissance Technologies 0.22% Reduce -5.8% 10,920,800 $149.1M
Redpoint Management, LLC 27.03% Reduce -50.0% 10,597,818 $144.7M
Washington University 92.12% Reduce -27.8% 10,408,196 $142.1M
Capital World Investors 0.02% Reduce -0.1% 9,998,349 $136.5M
Dragoneer Investment Group, LLC 2.35% Reduce -25.0% 9,908,598 $135.3M
Jacobs Levy Equity Management, Inc. 0.49% Add +32.1% 9,336,515 $127.4M
Canada Pension Plan Investment Board 0.11% Add +30.4% 8,829,539 $120.5M
Two Sigma Investments, LP 0.28% Reduce -5.1% 8,809,951 $120.3M
Bank of New York Mellon Corp 0.02% Add +48.9% 8,680,845 $118.5M
Perpetual Ltd 1.09% Reduce -17.3% 7,359,328 $100.5M
Fisher Asset Management 0.04% New 7,231,070 $98.7M
Assenagon Asset Management S.A. 0.20% Add +222.5% 7,202,188 $98.3M
SurgoCap Partners LP 5.10% Reduce -7.6% 7,004,177 $95.6M
Ameriprise Financial Inc. 0.02% Add +38.2% 6,975,576 $95.2M
Swiss National Bank 0.06% New 6,729,657 $91.9M
Amundi 0.03% Add +337.4% 6,453,177 $86.9M
Amova Asset Management Americas, Inc. 0.95% Reduce -6.2% 6,162,510 $84.1M
1832 Asset Management L.P. 0.14% Reduce -32.3% 5,994,700 $81.8M
Kora Management LP 11.84% Reduce -31.8% 5,965,000 $81.4M
Westfield Capital Management Co. LP 0.36% Add +41.1% 5,869,859 $80.1M
Acadian Asset Management LLC 0.24% Add +568.7% 5,658,739 $77.2M
Sands Capital Alternatives, LLC 21.10% Reduce -25.0% 5,498,802 $75.1M
California Public Employees Retirement System 0.05% Add +2.2% 5,490,360 $74.9M
Franklin Resources Inc. 0.02% Add +5.7% 5,060,504 $74.3M
Caisse de depot et placement du Quebec 0.14% Add +171.9% 5,281,901 $72.1M
Public Employees Retirement System of Ohio 0.30% New 5,056,573 $69.0M
Adero Partners, LLC 4.37% Add +5.7% 4,819,355 $65.8M
Axiom Investors LLC 0.56% Reduce -43.2% 4,630,485 $63.2M
BIT Capital GmbH 6.01% Reduce -60.8% 4,575,062 $62.4M
Russell Investments Group, Ltd. 0.09% Add +4.4% 4,542,060 $62.1M
Coronation Fund Managers Ltd. 3.40% Reduce -40.0% 4,487,302 $61.3M
Comprehensive Financial Management LLC 1.67% Reduce -15.4% 4,400,282 $60.1M
Ieq Capital, LLC 0.73% Add +4.5% 4,329,919 $59.1M
Envestnet Asset Management Inc. 0.02% Add +0.2% 4,225,993 $57.7M
William Blair Investment Management, LLC 0.14% Reduce -19.1% 4,217,907 $57.6M
Alta Park Capital, LP 8.02% Reduce -12.9% 4,192,191 $57.2M
Lazard Asset Management LLC 0.08% Add +133.7% 4,167,020 $56.9M
Avala Global LP 3.74% Reduce -35.5% 4,158,480 $56.8M
Rhumbline Advisers 0.05% Add +11.1% 4,101,148 $56.0M
Candriam S.C.A. 0.32% Reduce -40.0% 4,001,429 $54.6M
Jupiter Asset Management Ltd. 0.46% Add +98.3% 3,853,607 $52.6M
Polar Capital Holdings Plc 0.25% Reduce -8.1% 3,813,008 $52.0M
Public Investment Fund 0.27% No change 3,802,480 $51.9M
Baron Capital (BAMCO) 0.13% Reduce -30.0% 3,709,956 $50.6M
Constellation Investimentos e Participacoes Ltda 28.01% Reduce -12.7% 3,705,676 $50.6M
Sylebra Capital LLC 1.61% No change 3,563,651 $48.6M
UBS Group AG 0.01% Add +20.3% 3,225,256 $44.0M
USS Investment Management Ltd 0.31% Add +47.2% 3,052,236 $41.7M
ThornTree Capital Partners LP 8.65% Reduce -14.9% 3,036,703 $41.5M
APG Asset Management N.V. 0.27% New 3,314,117 $40.5M
Royal Bank of Canada 0.01% Add +8.7% 2,758,016 $37.6M
Pictet Asset Management Holding SA 0.04% Add +1279.3% 2,720,050 $37.1M
Sharp Capital Gestora de Recursos Ltda. 31.04% Reduce -59.4% 2,679,314 $36.6M
Driehaus Capital Management LLC 0.31% Reduce -8.0% 2,632,494 $35.9M
State Board of Administration of Florida Retirement System 0.07% Add +14.8% 2,605,378 $35.6M
Genesis Investment Management, LLP 6.78% Reduce -42.2% 2,569,402 $35.1M
New York State Common Retirement Fund 0.05% Reduce -4.5% 2,557,247 $34.9M
Public Sector Pension Investment Board 0.19% New 2,531,400 $34.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% New 2,416,284 $33.0M
Itau Unibanco Holding S.A. 1.09% Add +167.5% 2,415,700 $33.0M
TD Asset Management Inc 0.03% Add +15.1% 2,341,181 $32.5M
Salem Investment Counselors Inc. 0.96% Add +0.1% 2,332,757 $31.8M
Tidal Investments LLC 0.35% Add +25.1% 2,312,956 $31.6M
Federated Hermes, Inc. 0.07% Add +43.4% 2,307,891 $31.5M
Investment House LLC 1.69% Reduce -4.5% 2,289,557 $31.3M
Marcho Partners LLP 10.44% Reduce -10.5% 2,184,913 $29.8M
Aviva PLC 0.08% Add +1645.7% 2,138,848 $29.2M
Joho Capital LLC 4.59% No change 2,131,000 $29.1M
ARK Investment Management 0.26% Reduce -10.1% 2,115,644 $28.9M
Thornburg Investment Management Inc. 0.37% Reduce -14.2% 2,105,720 $28.7M
Vontobel Holding Ltd. 0.09% Reduce -41.7% 2,056,716 $28.1M
Allen Investment Management, LLC 0.33% Add +101.4% 2,048,207 $28.0M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +28.3% 2,044,440 $27.9M
Milestones Administradora de Recursos Ltda. 11.08% Reduce -10.6% 2,037,500 $27.8M
First Trust Advisors LP 0.03% Reduce -7.2% 1,989,442 $27.2M
Teacher Retirement System of Texas 0.13% Reduce -18.2% 1,962,022 $26.8M
Glynn Capital Management LLC 5.49% Reduce -39.8% 1,756,860 $24.0M
Wells Fargo & Company 0.01% Add +62.7% 1,716,740 $23.4M
Mariner, LLC 0.04% Add +857.0% 1,697,755 $23.2M
Penserra Capital Management LLC 0.49% Reduce -8.4% 1,658,466 $22.6M
Voya Investment Management LLC 0.03% Add +3.8% 1,639,220 $22.4M
Natixis Advisors, LLC 0.04% Add +6.4% 1,509,561 $20.6M
NZS Capital, LLC 0.77% Reduce -6.2% 1,452,185 $19.8M
University of Wisconsin Foundation 12.75% No change 1,431,951 $19.5M
Voloridge Investment Management, LLC 0.07% Add +233.9% 1,426,993 $19.5M
Nomura Asset Management Co. Ltd. 0.06% Reduce -11.3% 1,419,935 $19.4M
Treasurer of the State of North Carolina 0.08% Add +0.4% 1,390,717 $19.0M
Credit Agricole S A 0.10% Add +373.5% 1,340,000 $18.3M
Andra AP-fonden 0.27% New 1,318,900 $18.0M
Bank of Montreal 0.01% Add +67.2% 1,287,963 $17.9M
Royal London Asset Management Ltd. 0.04% Add +6.2% 1,305,453 $17.8M
Carnegie Investment Counsel 0.51% Reduce -7.6% 1,279,130 $17.5M
Unison Asset Management LLC 7.65% Add +3.1% 1,179,319 $16.1M
Nixon Capital, LLC 5.65% Add +16.9% 1,177,519 $16.1M
Stifel Financial Corp. 0.02% Add +8.5% 1,177,480 $16.1M
State of New Jersey Common Pension Fund D 0.07% Reduce -1.9% 1,175,658 $16.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% New 1,159,600 $15.8M
Principal Financial Group Inc. 0.01% Add +315.8% 1,153,464 $15.7M
HSBC Holdings PLC 0.01% Add +67.1% 1,134,823 $15.5M
Korea Investment CORP 0.04% New 1,110,500 $15.2M
Wellington Management Group LLP 0.00% Reduce -53.5% 1,097,492 $15.0M
Absoluto Partners Gestao de Recursos Ltda 11.16% Reduce -80.3% 1,087,469 $14.8M
Storebrand Asset Management As 0.05% New 1,080,200 $14.7M
Renaissance Capital LLC 9.44% Reduce -29.1% 1,050,903 $14.3M
Aubrey Capital Management Ltd 5.46% Add +0.5% 1,036,050 $14.1M
AMS Capital Ltda 2.46% Reduce -13.2% 1,031,762 $14.1M
Victory Capital Management Inc. 0.01% Reduce -6.7% 1,012,479 $13.8M
Barclays PLC 0.01% Add +55.8% 1,005,022 $13.7M
Deepwater Asset Management, LLC 4.80% Reduce -16.6% 1,001,874 $13.7M
Orland Properties Ltd 9.15% No change 1,000,000 $13.7M
CI Investments Inc. 0.05% Reduce -32.0% 950,983 $13.0M
HighTower Advisors, LLC 0.02% Add +0.3% 943,769 $12.9M
Handelsbanken Fonder AB 0.05% Add +1774.8% 907,417 $12.4M
Octahedron Capital Management L.P. 13.51% Reduce -17.6% 890,000 $12.1M
Great Lakes Advisors, LLC 0.10% Reduce -9.6% 886,928 $12.1M
Citadel Advisors 0.01% Add +574.8% 879,350 $12.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +324.8% 860,520 $11.7M
Warther Private Wealth, LLC 4.13% Add +1.6% 857,344 $11.7M
National Pension Service 0.01% New 840,800 $11.5M
Charles Schwab Investment Management Inc. 0.00% Add +0.2% 826,470 $11.3M
Resona Asset Management Co.,Ltd. 0.06% Add +3880.3% 817,273 $11.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +14296.9% 807,808 $11.0M
Flight Deck Capital, LP 12.75% Reduce -34.6% 798,833 $10.9M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -95.7% 789,503 $10.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -64.1% 773,833 $10.6M
Cerity Partners LLC 0.02% Reduce -0.4% 747,291 $10.2M
BNP Paribas 0.40% Reduce -0.7% 708,754 $9.7M
Lake Street Advisors Group, LLC 0.44% Reduce -20.4% 697,694 $9.5M
Northside Capital Management, LLC 1.48% No change 691,586 $9.4M
DNB Asset Management AS 0.04% Reduce -34.8% 688,255 $9.4M
Panagora Asset Management Inc. 0.04% New 670,111 $9.1M
Fred Alger Management, LLC 0.04% Add +56.8% 667,161 $9.1M
Capital International, Inc. 0.11% Add +15.8% 660,137 $9.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -7.1% 658,984 $9.0M
JARISLOWSKY, FRASER Ltd 0.05% Reduce -9.5% 658,289 $9.0M
Van Eck Associates Corp. 0.01% Reduce -22.8% 589,853 $8.7M
Flossbach Von Storch SE 0.03% Reduce -3.9% 625,000 $8.5M
Neuberger Berman Group LLC 0.01% Reduce -57.7% 622,316 $8.5M
Man Group plc 0.03% New 622,831 $8.5M
Manufacturers Life Insurance Company, The 0.01% Add +94.1% 609,709 $8.3M
Redwood Investments, LLC 2.40% Reduce -7.4% 591,687 $8.1M
BTG Pactual Asset Management US LLC 1.16% Reduce -8.3% 585,518 $8.0M
National Bank of Canada 0.01% Reduce -0.3% 575,657 $7.9M
Gilder Gagnon Howe & Co. LLC 0.09% Add +5.8% 553,277 $7.6M
CIBC Private Wealth Group LLC 0.01% Reduce -2.5% 539,719 $7.4M
ICONIQ Capital, LLC 0.16% No change 533,344 $7.3M
GFS Advisors, LLC 1.49% Add +26218.7% 513,215 $7.0M
Creative Planning 0.01% Add +102.0% 845,637 $6.9M
Pathstone Holdings, LLC 0.03% Reduce -11.0% 500,850 $6.8M
Calamos Advisors LLC 0.05% Add +143.0% 496,335 $6.8M
Exchange Traded Concepts, LLC 0.16% Reduce -9.2% 494,765 $6.8M
Lord, Abbett & Co. LLC 0.02% Reduce -74.7% 481,567 $6.6M
INCA Investments LLC 2.80% Add +27.9% 481,360 $6.6M
Kodai Capital Management LP 0.14% Reduce -52.9% 478,529 $6.5M
LPL Financial LLC 0.00% Add +26.1% 464,408 $6.3M
Jordan Park Group LLC 0.43% No change 458,992 $6.3M
Matthews International Capital Management LLC 1.02% Reduce -33.3% 447,124 $6.1M
Sterling Capital Management LLC 0.08% — 446,786 $6.1M
Skandinaviska Enskilda Banken AB (publ) 0.03% New 418,800 $5.7M
M&T Bank Corp 0.02% Add +4.2% 417,467 $5.7M
Millennium Management 0.01% Reduce -98.9% 417,158 $5.7M
Daiwa Securities Group Inc. 0.03% New 412,170 $5.6M
Ninety One UK Ltd 0.01% Reduce -2.0% 401,853 $5.5M
Employees Retirement System of Texas 0.06% Reduce -1.2% 401,329 $5.5M
Xponance LLC 0.05% Reduce -3.1% 396,999 $5.4M
Raymond James & Associates 0.00% Reduce -14.2% 396,972 $5.4M
Black Swift Group, LLC 1.19% Reduce -4.8% 395,000 $5.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +8.0% 379,704 $5.2M
Asset Management One Co., Ltd. 0.02% New 369,310 $5.0M
Barings LLC 0.12% New 368,632 $5.0M
Federation des caisses Desjardins du Quebec 0.02% Add +4.3% 368,063 $5.0M
Utah Retirement Systems 0.06% Add +0.6% 361,801 $4.9M
In-Depth Partners, LLC 4.88% New 344,582 $4.7M
Artemis Investment Management LLP 0.07% Reduce -25.1% 329,846 $4.5M
SpiderRock Advisors, LLC 0.10% Reduce -9.7% 327,169 $4.5M
Vaughan Nelson Investment Management, L.P. 0.04% Reduce -20.9% 326,805 $4.5M
VPR Management LLC 1.53% No change 322,600 $4.4M
BBR Partners, LLC 0.33% Reduce -12.3% 316,026 $4.3M
Twinbeech Capital LP 0.08% New 313,508 $4.3M
US Bancorp \de 0.01% Reduce -0.2% 312,466 $4.3M
Prudential PLC 0.02% New 303,957 $4.1M
AQR Capital Management 0.01% Add +60.8% 300,505 $4.1M
Summit Partners Public Asset Management, LLC 0.18% Add +20.0% 300,000 $4.1M
Baader Bank Aktiengesellschaft 0.34% Reduce -17.5% 297,149 $4.0M
Triasima Portfolio Management inc. 0.88% Add +3.1% 288,224 $3.9M
Parametrica Management Ltd 4.52% Reduce -10.0% 278,363 $3.8M
Macquarie Group Ltd. 0.00% New 278,238 $3.8M
AXA S.A. 0.01% Reduce -0.6% 267,909 $3.7M
Finivi Inc. 2.89% Add +6.2% 261,149 $3.6M
Thrivent Financial for Lutherans 0.01% Add +23.2% 257,648 $3.5M
Jasper Ridge Partners, L.P. 0.10% Reduce -4.3% 254,790 $3.5M
Oak Grove Capital LLC 0.71% Add +434.7% 235,307 $3.2M
California State Teachers Retirement System 0.00% Add +0.6% 233,662 $3.2M
Truxt Investmentos Ltda. 2.11% Reduce -94.4% 230,048 $3.1M
Equitable Trust Co. 0.20% Reduce -1.3% 227,655 $3.1M
RPg Family Wealth Advisory, LLC 1.00% Add +5.4% 227,633 $3.1M
Gulf International Bank (UK) Ltd 0.08% New 223,165 $3.0M
Fiera Capital Corp 0.01% New 223,096 $3.0M
Jane Street Group, LLC 0.00% Reduce -99.3% 222,779 $3.0M
Nissay Asset Management Corp. /Japan 0.02% New 221,275 $3.0M
Laird Norton Wetherby Wealth Management, LLC 0.14% Add +8.0% 221,247 $3.0M
Tower Research Capital LLC (TRC) 0.08% Add +2398.9% 218,757 $3.0M
Northwest & Ethical Investments L.P. 0.08% No change 217,264 $3.0M
Ashford Capital Management Inc. 0.37% Reduce -40.5% 214,670 $2.9M
Amalgamated Bank 0.02% Reduce -2.0% 210,790 $2.9M
Danske Bank A/S 0.01% New 206,400 $2.8M
MetLife Investment Management, LLC 0.02% Reduce -1.9% 200,634 $2.7M
Cederberg Capital Ltd 0.71% No change 200,000 $2.7M
Quantbot Technologies LP 0.11% Add +60.4% 195,708 $2.7M
Gunderson Capital Management LLC 1.12% New 194,256 $2.7M
PNC Financial Services Group, Inc. 0.00% Add +7.7% 191,642 $2.6M
Regal Partners Ltd 0.23% Add +27.0% 190,468 $2.6M
Titan Global Capital Management USA LLC 0.40% Add +49.4% 188,733 $2.6M
Squarepoint Ops LLC 0.01% Reduce -71.7% 187,110 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% No change 435,763 $2.5M
Empowered Funds, LLC 0.04% Add +10.1% 184,437 $2.5M
Captrust Financial Advisors 0.01% Reduce -4.7% 183,635 $2.5M
Cetera Investment Advisers 0.01% Add +36.1% 183,340 $2.5M
LBP Am SA 0.04% New 182,128 $2.5M
Donaldson Capital Management, LLC 0.10% New 182,097 $2.5M
SG Americas Securities, LLC 0.01% Add +209.7% 180,766 $2.5M
DRW Securities, LLC 0.14% New 180,007 $2.5M
JT Stratford LLC 0.41% Add +2.0% 175,461 $2.4M
Prudential Financial Inc. 0.00% Add +91.5% 173,897 $2.4M
Old Well Partners, LLC 5.11% Reduce -64.1% 173,300 $2.4M
Truist Financial Corp. 0.00% Reduce -5.2% 171,009 $2.3M
Cloverfields Capital Group, LP 0.75% Reduce -28.6% 169,231 $2.3M
Bessemer Group Inc. 0.00% Reduce -5.8% 167,055 $2.3M
Fort Washington Investment Advisors Inc. 0.01% Add +100.0% 165,942 $2.3M
KBC Group NV 0.01% New 152,786 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -11.4% 152,432 $2.1M
Pitcairn Co. 0.12% Reduce -12.9% 151,130 $2.1M
CIBC Asset Management Inc 0.01% Add +47.2% 147,810 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.7% 145,182 $2.0M
First Manhattan Co. Llc. 0.01% No change 142,500 $1.9M
Osaic Holdings, Inc. 0.00% Reduce -25.2% 139,528 $1.9M
Elevation Point Wealth Partners, LLC 0.17% Reduce -11.9% 132,609 $1.8M
Walleye Capital LLC 0.02% Add +398.6% 132,116 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +1074.6% 131,136 $1.8M
Hamilton Lane Advisors LLC 1.54% Reduce -70.1% 130,023 $1.8M
Schwartz Investment Counsel Inc. 0.06% New 128,300 $1.8M
Calamos Wealth Management LLC 0.09% New 126,711 $1.7M
NewEdge Advisors, LLC 0.01% Reduce -25.4% 124,384 $1.7M
Glenmede Trust Co. NA 0.01% Reduce -6.8% 121,298 $1.7M
Ethic Inc. 0.04% Reduce -27.6% 136,165 $1.6M
MML Investors Services, LLC 0.01% Reduce -1.7% 118,602 $1.6M
HighVista Strategies LLC 0.55% Reduce -3.5% 116,761 $1.6M
Orion Porfolio Solutions, LLC 0.02% Add +4.5% 115,677 $1.6M
Orion Portfolio Solutions, LLC 0.02% Add +4.5% 115,677 $1.6M
TPG Financial Advisors, LLC 0.71% Reduce -22.6% 114,911 $1.6M
Intech Investment Management LLC 0.02% Add +5.1% 114,577 $1.6M
Crossmark Global Holdings, Inc. 0.03% Reduce -30.7% 111,541 $1.5M
Atria Investments, Inc 0.02% Reduce -11.4% 107,588 $1.5M
GTS Securities LLC 0.03% Reduce -76.0% 106,498 $1.5M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.5% 105,625 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +11.0% 105,444 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Add +8.4% 97,681 $1.4M
Circle Wealth Management, LLC 0.03% Add +143.3% 104,068 $1.4M
Snowden Capital Advisors LLC 0.04% Add +4.6% 103,791 $1.4M
Scientech Research LLC 0.28% New 103,717 $1.4M
Tudor Investment Corporation 0.02% New 102,035 $1.4M
Erste Asset Management GmbH 0.02% No change 100,000 $1.4M
IFM Investors Pty Ltd 0.01% New 100,998 $1.4M
Donoghue Forlines LLC 0.39% New 100,408 $1.4M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 0.09% No change 100,000 $1.4M
Corient Private Wealth LP 0.00% Add +19.8% 99,162 $1.4M
Walleye Trading LLC 0.03% New 98,886 $1.3M
Corebridge Financial, Inc. 0.01% Add +53.2% 96,981 $1.3M
Sit Investment Associates Inc. 0.03% New 96,675 $1.3M
Shelton Wealth Management, LLC 0.75% Add +10.1% 96,513 $1.3M
Garda Capital Partners LP 0.33% New 96,325 $1.3M
Janus Henderson Group PLC 0.00% Reduce -75.3% 95,923 $1.3M
Two Sigma Securities, LLC 0.10% Reduce -4.5% 94,902 $1.3M
Blue Owl Capital Holdings LP 0.24% New 91,324 $1.2M
Yousif Capital Management, LLC 0.01% Add +159.2% 90,784 $1.2M
Connable Office Inc. 0.12% No change 90,457 $1.2M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -44.7% 88,593 $1.2M
First Hawaiian Bank 0.04% Add +33.3% 88,034 $1.2M
Clough Capital Partners L P 0.12% Reduce -6.0% 87,408 $1.2M
Choreo, LLC 0.02% Add +19.0% 87,964 $1.2M
CastleKnight Management LP 0.14% Reduce -17.8% 85,600 $1.2M
Jump Financial, LLC 0.02% Add +15.5% 85,246 $1.2M
SRN Advisors, LLC 1.03% Reduce -46.4% 85,157 $1.2M
Cigna Investments Inc. 0.21% Add +207.3% 84,888 $1.2M
Adalta Capital Management LLC 0.59% Add +11.7% 83,550 $1.1M
Whittier Trust Co. 0.01% Add +23.1% 80,796 $1.1M
DekaBank Deutsche Girozentrale 0.00% No change 79,585 $1.1M
Liontrust Investment Partners LLP 0.02% No change 85,000 $1.1M
Dynamic Technology Lab Private Ltd 0.11% New 79,358 $1.1M
MRP Capital Investments, LLC 1.03% Add +44.6% 79,100 $1.1M
Magnus Financial Group LLC 0.11% Reduce -0.0% 78,957 $1.1M
Rockefeller Capital Management L.P. 0.00% Reduce -77.2% 76,186 $1.0M
Alpine Woods Capital Investors, LLC 0.18% New 65,000 $1.0M
Frank, Rimerman Advisors LLC 0.07% No change 75,175 $1.0M
Harbour Capital Advisors, LLC 0.23% No change 76,200 $1.0M
Bienville Capital Management, LLC 0.26% Reduce -57.4% 471,639 $1.0M
STRS Ohio 0.00% Reduce -3.3% 73,362 $1.0M
Cresset Asset Management, LLC 0.00% Add +18.4% 73,129 $998K
Flow Traders U.S. LLC 0.05% New 73,040 $997K
Advisory Resource Group 0.21% New 71,728 $979K
Virtus Advisers, LLC 0.46% Reduce -8.8% 71,345 $974K
NewEdge Wealth, LLC 0.02% Reduce -22.5% 69,548 $949K
LWM Advisory Services, LLC 0.70% No change 69,425 $948K
XTX Topco Ltd 0.07% New 68,814 $939K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -79.1% 68,110 $930K
Partners Capital Investment Group, LLP 0.01% Reduce -11.6% 67,788 $925K
Private Advisory Group LLC 0.12% Add +5.5% 67,744 $925K
Citizens Financial Group Inc. 0.02% Reduce -0.8% 67,358 $919K
Salvus Wealth Management, LLC 0.56% No change 67,000 $915K
Legacy Bridge, LLC 0.48% Add +0.0% 65,800 $898K
Gateway Advisory, LLC 0.14% Reduce -5.0% 65,791 $898K
Engineers Gate Manager LP 0.02% Add +126.3% 65,692 $897K
Sand Hill Global Advisors, LLC 0.04% Reduce -10.3% 65,292 $891K
Qsemble Capital Management, LP 0.16% New 64,519 $881K
Quantinno Capital Management LP 0.01% Add +112.5% 64,156 $876K
ABN AMRO Bank N.V. 0.01% No change 63,194 $858K
Personal Cfo Solutions, LLC 0.12% Reduce -0.3% 62,144 $848K
Seven Eight Capital, LP 0.07% New 60,047 $820K
Knollwood Investment Advisory, LLC 0.09% No change 59,800 $816K
Aigen Investment Management, LP 0.16% New 59,662 $814K
Wedbush Securities Inc. 0.03% Add +172.3% 59,548 $813K
Harbour Investments, Inc. 0.02% Reduce -1.7% 59,269 $809K
Morse Asset Management, Inc 0.17% Add +71.1% 58,786 $802K
HAP Trading, LLC 0.38% New 55,532 $758K
Ossiam 0.01% Add +70.3% 54,311 $741K
Emerald Advisers, LLC 0.03% Add +40.9% 54,050 $738K
J.Safra Asset Management Corp 0.07% Reduce -37.0% 52,370 $726K
Dnca Finance 0.06% Reduce -40.5% 53,000 $723K
Avestar Capital, LLC 0.08% Add +0.3% 52,456 $716K
Private Advisor Group, LLC 0.00% Reduce -40.2% 52,375 $715K
Advisory Services Network, LLC 0.01% No change 54,697 $705K
Thoroughbred Financial Services, LLC 0.04% Reduce -0.3% 51,059 $696K
Legacy Wealth Asset Management, LLC 0.18% Reduce -1.1% 50,406 $688K
C WorldWide Group Holding A/S 0.01% Reduce -33.0% 50,421 $688K
Siren, L.L.C. 0.03% — 50,000 $683K
Penbrook Management LLC 0.44% New 49,690 $678K
Arkfeld Wealth Strategies, L.L.C. 0.33% Reduce -0.6% 51,245 $678K
Impact Partnership Wealth, LLC 0.15% Reduce -14.5% 49,224 $672K
United Capital Financial Advisors, LLC 0.01% Reduce -1.3% 49,058 $670K
Cwm, LLC 0.00% Reduce -0.5% 47,649 $650K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -31.3% 43,389 $592K
IFP Advisors, Inc 0.02% Add +9.2% 43,304 $591K
Marex Group Ltd 0.01% No change 43,000 $587K
Compound Planning, Inc. 0.04% Add +6.5% 42,798 $584K
Harbor Capital Advisors, Inc. 0.03% New 42,595 $581K
Dakota Wealth Management 0.01% Reduce -1.8% 42,498 $580K
Harvest Fund Management Co., Ltd 0.03% New 42,310 $578K
Vanguard Personalized Indexing Management, LLC 0.01% Add +22.1% 42,099 $575K
Centiva Capital, LP 0.03% New 41,607 $568K
Blair William & Co. 0.00% Add +57.0% 41,258 $563K
Whittier Trust Co. of Nevada Inc. 0.01% Add +17.6% 41,005 $560K
Ellevest, Inc. 0.03% Add +31.2% 40,877 $558K
FDx Advisors, Inc. 0.15% Reduce -3.2% 40,615 $554K
Verdence Capital Advisors LLC 0.04% Add +12.9% 40,167 $548K
Exencial Wealth Advisors, LLC 0.02% Reduce -8.5% 38,699 $528K
Capital International Sarl 0.01% Reduce -28.5% 38,675 $528K
Nomura Holdings Inc. 0.00% Reduce -8.7% 38,381 $524K
Financial Advocates Investment Management 0.03% Add +7.1% 38,155 $521K
PARUS FINANCE (UK) Ltd 0.17% Reduce -36.2% 38,086 $520K
Cornerstone Wealth Group, LLC 0.04% Add +0.0% 37,703 $515K
Marcum Wealth, LLC 0.05% Add +2.5% 37,221 $508K
Covenant Partners, LLC 0.15% Add +1.1% 37,026 $505K
IPG Investment Advisors LLC 0.11% Reduce -14.0% 36,752 $502K
Evergreen Capital Management LLC 0.02% No change 36,004 $491K
Kestra Advisory Services, LLC 0.00% Reduce -10.3% 35,996 $491K
Sheets Smith Wealth Management 0.06% Reduce -0.2% 35,853 $489K
Platform Technology Partners 0.15% Reduce -20.1% 35,669 $487K
Angeles Investment Advisors, LLC 0.02% Reduce -32.2% 35,619 $486K
Mount Lucas Management LP 0.16% New 35,000 $478K
Advisors Asset Management, Inc. 0.01% Reduce -16.9% 34,834 $475K
Hamilton Capital Partners Inc. 0.04% No change 34,600 $472K
State of Wyoming 0.07% Add +88.1% 34,226 $467K
PFG Investments, LLC 0.03% Reduce -2.8% 33,029 $451K
Virtu Financial LLC 0.02% Reduce -72.1% 32,731 $447K
Segall Bryant & Hamill, LLC 0.01% New 32,702 $446K
Equitable Holdings, Inc. 0.00% Add +8.6% 32,171 $439K
Natixis 0.00% Add +397.6% 32,123 $438K
Oak Thistle LLC 0.14% New 30,591 $418K
Solstein Capital, LLC 0.22% No change 30,400 $415K
Prelude Capital Management, LLC 0.03% Reduce -31.3% 30,000 $410K
Graham Capital Management, L.P. 0.02% Reduce -20.5% 30,000 $410K
Compagnie Lombard Odier SCmA 0.01% New 29,000 $396K
Hardman Johnston Global Advisors LLC 0.02% Reduce -13.5% 28,880 $394K
IMC-Chicago, LLC 0.01% New 28,777 $393K
Sanctuary Advisors, LLC 0.00% Reduce -44.8% 28,134 $391K
Guggenheim Capital LLC 0.00% Reduce -54.5% 28,308 $386K
Financial Perspectives, Inc 0.13% Add +1.8% 28,152 $384K
Insigneo Advisory Services, LLC 0.04% Add +40.9% 27,954 $382K
LRI Investments, LLC 0.04% Add +3.1% 24,983 $379K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +3.2% 27,741 $378K
New Vernon Investment Management LLC 0.41% No change 27,624 $377K
Dynamo Administracao de Recursos Ltda. 15.89% Reduce -97.3% 27,611 $377K
Precision Wealth Strategies, LLC 0.34% Reduce -26.2% 27,016 $369K
Accuvest Global Advisors 0.31% No change 26,684 $364K
Coldstream Capital Management Inc. 0.01% Add +3.1% 26,517 $362K
OneDigital Investment Advisors LLC 0.00% Add +5.0% 26,477 $361K
TriaGen Wealth Management LLC 0.12% New 26,243 $358K
Quattro Financial Advisors LLC 0.10% New 25,000 $357K
Harvest Investment Services, LLC 0.11% New 25,789 $352K
DAVENPORT & Co LLC 0.00% No change 25,500 $348K
Nwam LLC 0.02% New 25,410 $347K
Integrated Wealth Concepts LLC 0.00% Reduce -3.2% 25,197 $344K
Venturi Wealth Management, LLC 0.02% Add +79.3% 24,605 $336K
Wedmont Private Capital 0.02% Add +11.4% 25,424 $334K
Rakuten Securities, Inc. 0.14% Reduce -42.4% 23,967 $327K
Autumn Glory Partners, LLC 0.12% New 23,687 $325K
Oppenheimer Asset Management Inc. 0.00% Add +13.2% 23,089 $315K
Malaga Cove Capital, LLC 0.13% New 22,946 $313K
AdvisorNet Financial, Inc 0.02% Add +21.6% 22,937 $313K
Claro Advisors Inc. 0.04% Reduce -1.9% 22,676 $310K
Cercano Management LLC 0.01% New 22,307 $304K
Occudo Quantitative Strategies LP 0.06% Reduce -28.9% 22,242 $304K
Oppenheimer & Co. Inc. 0.00% Add +45.1% 22,163 $303K
Krane Funds Advisors LLC 0.01% New 22,052 $301K
Delta Asset Management LLC 0.03% No change 22,000 $300K
Dark Forest Capital Management LP 0.04% New 21,986 $300K
Steward Partners Investment Advisory, LLC 0.00% Reduce -45.5% 21,600 $295K
Mesirow Financial Investment Management, Inc. 0.01% No change 21,327 $291K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +51.6% 21,223 $290K
Kolinsky Wealth Management, LLC 0.19% New 21,087 $288K
Banco Santander, S.A. 0.00% No change 20,784 $284K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +6.3% 20,320 $277K
EntryPoint Capital, LLC 0.16% Add +292.0% 20,174 $275K
Vident Advisory, LLC 0.01% Reduce -22.0% 20,151 $275K
Park Avenue Securities LLC 0.00% Reduce -33.9% 20,096 $274K
Triumph Capital Management 0.10% Reduce -33.2% 19,839 $271K
Granite Group Advisors, LLC 0.17% Reduce -0.7% 19,629 $268K
Blue Trust, Inc. 0.00% Reduce -32.2% 20,773 $268K
Seven Mile Advisory 0.17% Add +0.3% 19,348 $264K
Compass Group LLC 1.31% Reduce -98.0% 18,939 $259K
Cary Street Partners Asset Management LLC 0.03% Reduce -21.2% 18,561 $253K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -21.3% 18,561 $253K
Park National Corp. 0.01% Reduce -2.4% 18,470 $252K
Susquehanna International Group, LLP 0.00% Reduce -99.8% 18,346 $250K
Bleakley Financial Group, LLC 0.01% Add +58.8% 18,057 $246K
First Western Trust Bank 0.01% Add +0.2% 17,628 $241K
Transcend Capital Advisors, LLC 0.02% Reduce -8.1% 17,558 $240K
Brown Advisory Inc. 0.00% Reduce -7.5% 17,516 $239K
Boothbay Fund Management, LLC 0.01% New 17,502 $239K
Advisor OS, LLC 0.02% Reduce -8.2% 17,454 $238K
Emerald Mutual Fund Advisers Trust 0.01% New 17,299 $236K
Parallel Advisors, LLC 0.01% Add +64.2% 17,196 $235K
CW Advisors, LLC 0.00% Reduce -49.9% 17,118 $234K
Aptus Capital Advisors, LLC 0.00% Add +14.0% 17,064 $233K
Metis Global Partners, LLC 0.01% Add +31.1% 17,062 $233K
American Trust 0.02% Reduce -6.5% 16,923 $231K
D.A. Davidson & Co. 0.00% Reduce -6.4% 16,821 $230K
Gladstone Institutional Advisory LLC 0.01% Add +2.4% 16,400 $224K
Shufro Rose & Co. LLC 0.02% No change 17,045 $220K
Americana Partners, LLC 0.01% Add +3.3% 15,955 $218K
HB Wealth Management, LLC 0.00% Add +46.1% 15,816 $216K
Savvy Advisors, Inc. 0.04% Reduce -40.3% 15,785 $215K
Moran Wealth Management, LLC 0.01% Add +1.3% 15,659 $214K
ANTIPODES PARTNERS Ltd 0.01% Reduce -9.0% 15,417 $210K
Sowell Financial Services LLC 0.01% New 15,356 $210K
Leonteq Securities AG 0.02% Add +6.8% 15,374 $210K
Assetmark, Inc. 0.00% Add +46.5% 15,275 $209K
Los Angeles Capital Management LLC 0.00% No change 14,862 $203K
Caprock Group, LLC 0.01% Add +27.0% 14,815 $202K
HighPoint Advisor Group LLC 0.01% New 13,995 $201K
Savant Capital, LLC 0.00% Add +2.1% 14,698 $201K
Arax Advisory Partners 0.02% Add +1.8% 14,593 $199K
Townsquare Capital LLC 0.00% New 14,451 $197K
OneAscent Financial Services LLC 0.14% Reduce -41.4% 14,251 $195K
Princeton Capital Management LLC 0.06% New 14,223 $194K
Seldon Capital LP 0.11% No change 14,220 $194K
Prosperity Wealth Management, Inc. 0.08% New 14,050 $192K
Private Wealth Partners, LLC 0.02% No change 13,900 $190K
Legacy Capital Wealth Partners, LLC 0.04% New 13,713 $187K
Gsa Capital Partners LLP 0.01% Reduce -79.4% 13,682 $187K
Vise Technologies, Inc. 0.02% New 13,679 $187K
Pinkerton Wealth, LLC 0.03% New 13,416 $183K
Comgest Global Investors S.A.S. 0.00% Reduce -27.6% 13,124 $179K
Banque Cantonale Vaudoise 0.01% Reduce -6.9% 13,124 $179K
Fortis Capital Management LLC 0.04% Reduce -24.7% 13,051 $178K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.3% 13,048 $178K
IHT Wealth Management, LLC 0.01% New 13,051 $177K
Mercer Global Advisors Inc. 0.00% New 13,173 $177K
Stratos Wealth Partners, LTD. 0.00% Add +3.7% 12,950 $177K
CTC Alternative Strategies, Ltd. 0.22% Reduce -87.8% 12,625 $172K
Sequoia Financial Advisors, LLC 0.00% New 12,621 $172K
Benjamin Edwards Inc. 0.00% New 12,510 $171K
Harbour Investment Management LLC 0.08% No change 12,458 $170K
Perigon Wealth Management, LLC 0.00% Reduce -4.7% 12,289 $168K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 12,011 $164K
Stonekeep Investments, LLC 0.13% Add +5.0% 11,887 $162K
New York Life Investment Management LLC 0.00% New 11,773 $161K
OneAscent Wealth Management LLC 0.06% Reduce -37.2% 11,721 $160K
UMB Bank, n.a. 0.00% Reduce -8.3% 11,679 $159K
Signaturefd, LLC 0.00% New 11,590 $158K
Veltria Advisors Corp. 0.06% No change 11,552 $158K
Aspen Grove Capital, LLC 0.03% No change 11,488 $157K
Stokes Family Office, LLC 0.02% No change 11,000 $150K
Woodline Partners LP 0.00% New 10,841 $148K
Wilmington Savings Fund Society, FSB 0.00% New 10,827 $148K
Covestor Ltd 0.09% Reduce -9.2% 10,685 $146K
Allspring Global Investments Holdings, LLC 0.00% Reduce -26.7% 10,649 $145K
First Trust Direct Indexing L.P. 0.01% New 10,428 $142K
Capital Markets Trading UK LLP 0.13% New 10,429 $142K
Ritholtz Wealth Management 0.00% New 10,348 $141K
Jessup Wealth Management, Inc 0.06% No change 10,289 $140K
CHICAGO TRUST Co NA 0.02% New 10,055 $137K
Heritage Wealth Management, Inc. 0.12% New 10,031 $137K
Aureus Asset Management, LLC 0.01% Reduce -5.5% 10,019 $137K
Sweet Financial Partners, LLC 0.03% New 10,000 $137K
Williams Jones Wealth Management, LLC. 0.00% New 10,000 $137K
Avior Wealth Management, LLC 0.01% Add +51.8% 9,985 $136K
Rothschild Investment LLC 0.01% Add +7.9% 9,713 $133K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.05% Reduce -38.1% 9,600 $131K
Ridgewood Investments LLC 0.06% Reduce -4.0% 8,764 $120K
NFSG Corp 0.04% No change 8,100 $111K
Quarry LP 0.03% Add +104.8% 7,890 $108K
Fifth Third Bancorp 0.00% Add +670.4% 7,288 $99K
Canton Hathaway, LLC 0.02% No change 6,840 $93K
WASHINGTON TRUST Co 0.00% No change 6,775 $92K
Hilltop National Bank 0.03% No change 6,698 $91K
Smartleaf Asset Management LLC 0.01% Add +296.1% 6,207 $86K
Baldwin Wealth Partners LLC 0.01% Add +323.5% 5,980 $82K
Ancora Advisors LLC 0.00% No change 5,712 $78K
Gen-Wealth Partners Inc 0.03% New 4,670 $73K
Jaffetilchin Investment Partners, LLC 0.01% New 5,179 $71K
Huntington National Bank 0.00% Add +86.3% 4,601 $63K
Quadrant Capital Group LLC 0.00% Add +26552.9% 4,531 $62K
GAMMA Investing LLC 0.01% Add +81.9% 4,119 $56K
Toth Financial Advisory Corp. 0.01% New 4,020 $55K
Global Retirement Partners, LLC 0.00% Reduce -20.9% 3,642 $50K
GeoWealth Management, LLC 0.00% New 3,272 $45K
Carolina Wealth Advisors, LLC 0.02% New 3,214 $44K
FinTrust Capital Advisors, LLC 0.01% No change 2,456 $34K
Turim 21 Investimentos Ltda. 0.01% No change 2,450 $33K
Clearstead Advisors, LLC 0.00% Add +521.9% 2,438 $33K
Anchor Investment Management, LLC 0.00% No change 2,400 $33K
First Horizon Advisors, Inc. 0.00% Add +11.5% 2,398 $33K
Geneos Wealth Management Inc. 0.00% New 2,276 $31K
Parkside Financial Bank & Trust 0.00% Add +780.2% 2,218 $30K
PFS Partners, LLC 0.02% No change 2,000 $27K
MassMutual Private Wealth & Trust, FSB 0.00% Add +287.9% 1,916 $26K
Lindbrook Capital, LLC 0.00% Add +3582.6% 1,694 $23K
TD Waterhouse Canada Inc. 0.00% No change 1,685 $23K
TFC Financial Management, Inc. 0.00% Add +11.9% 1,629 $22K
Alpine Bank Wealth Management 0.00% — 1,627 $22K
Versant Capital Management, Inc 0.01% Add +44.3% 1,594 $22K
Brown Brothers Harriman & Co. 0.00% Add +695.0% 1,574 $21K
Glass Jacobson Investment Advisors llc 0.01% No change 1,500 $20K
Farther Finance Advisors, LLC 0.00% Add +2.1% 1,436 $20K
Jones Financial Companies LLLP 0.00% Add +540.3% 1,351 $19K
Sittner & Nelson, LLC 0.01% No change 1,300 $18K
Twin Tree Management, LP 0.00% Add +1778.5% 1,221 $17K
Larson Financial Group LLC 0.00% Add +1920.3% 1,192 $16K
Asset Dedication, LLC 0.00% New 1,157 $16K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,019 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 1,050 $14K
Abich Financial Wealth Management LLC 0.03% Reduce -34.6% 1,025 $14K
Raelipskie Partnership 0.01% No change 1,000 $14K
Quent Capital, LLC 0.00% No change 923 $13K
Park Place Capital Corp 0.00% New 921 $13K
Cullen/Frost Bankers, Inc. 0.00% No change 910 $12K
Meeder Asset Management Inc. 0.00% Add +34.2% 906 $12K
Principal Securities, Inc. 0.00% Reduce -2.9% 886 $12K
Global Wealth Strategies & Associates 0.00% No change 750 $10K
HM Payson & Co. 0.00% New 676 $9K
Nemes Rush Group LLC 0.00% No change 750 $9K
Winch Advisory Services, LLC 0.00% No change 600 $8K
Bell Investment Advisors, Inc 0.00% Add +27.1% 582 $8K
EverSource Wealth Advisors, LLC 0.00% Add +50.6% 542 $7K
Earned Wealth Advisors, LLC 0.00% New 519 $7K
Coppell Advisory Solutions LLC 0.00% New 493 $7K
Piscataqua Savings Bank 0.01% Reduce -80.0% 500 $7K
CoreCap Advisors, LLC 0.00% New 480 $7K
TD Private Client Wealth LLC 0.00% No change 470 $6K
Spire Wealth Management 0.00% Reduce -0.3% 400 $5K
Avion Wealth 0.00% New 400 $5K
Hemington Wealth Management 0.00% New 370 $5K
Raffa Wealth Management, LLC 0.00% Add +17.1% 321 $4K
Sunbelt Securities, Inc. 0.00% New 247 $3K
Grove Bank & Trust 0.00% New 239 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -60.0% 200 $3K
Highline Wealth Partners LLC 0.00% Reduce -7.9% 197 $3K
Carolinas Wealth Consulting LLC 0.00% Reduce -15.7% 188 $3K
Allworth Financial LP 0.00% New 171 $2K
Ashton Thomas Securities, LLC 0.00% New 168 $2K
Glen Eagle Advisors, LLC 0.00% No change 162 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 160 $2K
Private Trust Co. NA 0.00% Reduce -4.1% 116 $2K
Blume Capital Management, Inc. 0.00% New 89 $1K
Stone House Investment Management, LLC 0.00% New 78 $1K
Manchester Capital Management LLC 0.00% New 76 $1K
Financial Management Professionals, Inc. 0.00% Reduce -69.6% 65 $1K
Riverview Trust Co 0.00% New 72 $983
Kimelman & Baird, LLC 0.00% No change 55 $751
Continuum Advisory, LLC 0.00% No change 43 $653
Financial Network Wealth Advisors LLC 0.00% New 41 $560
JFS Wealth Advisors, LLC 0.00% New 35 $478
Abound Wealth Management 0.00% New 32 $437
SYSTM Wealth Solutions LLC 0.01% — 28 $383
Cornerstone Planning Group LLC 0.00% New 23 $360
Mather Group, Llc. 0.00% No change 26 $355
WFA of San Diego, LLC 0.00% No change 25 $342
MV Capital Management, Inc. 0.00% Reduce -33.3% 12 $164
Archer Investment Corp 0.00% No change 9 $123
Brooklyn Investment Group 0.00% New 3 $41
Capital Advisors, Ltd. LLC 0.00% New 21 $0

"% 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.