Nu Holdings Ltd./Cayman Isl-ANU

13F holders, Q4 2024 (December 31)
711holders +60
124new positions
81sold out
18famous investors
$10.37avg. 13F price*

At the end of Q4 2024, 711 institutions reported holding Nu Holdings Ltd./Cayman Isl-A (NU) in their 13F filings, up 60 from Q3 2024. 124 opened new positions and 81 sold out. The largest holders were BlackRock, Inc. ($2.7B), Capital Research Global Investors ($2.5B) and SC US (ttgp), LTD. ($2.4B). 18 famous investors held it, including Philippe Laffont (2.8% of Coatue Management's portfolio), Alex Sacerdote (2.7% of Whale Rock Capital Management's portfolio) and Daniel Sundheim (2.6% of D1 Capital Partners's portfolio).

Company
Nu Holdings Ltd./Cayman Isl-A
Filed as
NU HLDGS LTD (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions124$824.2M
Exits81$315.6M

All 13F filers, Q3 2024 → Q4 2024: 293,382,660 shares bought and 408,194,832 shares sold, net −114,812,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 711 holders

BlackRock, Inc. 0.05% Reduce -3.5% 256,719,170 $2.7B
Capital Research Global Investors 0.51% Reduce -3.7% 238,874,774 $2.5B
SC US (ttgp), LTD. 19.68% Reduce -6.6% 234,332,004 $2.4B
Baillie Gifford & Co. 1.79% Add +7.1% 224,979,342 $2.3B
Morgan Stanley 0.09% Add +56.3% 118,093,632 $1.2B
JPMorgan Chase & Co. 0.09% Reduce -12.0% 111,612,504 $1.2B
State Street Corp. 0.03% Add +7.5% 84,755,072 $878.1M
WCM Investment Management, LLC 1.96% Reduce -21.9% 78,151,351 $832.3M
Coatue Management 2.78% Add +27.0% 79,769,230 $826.4M
FMR LLC 0.04% Reduce -1.3% 61,013,463 $632.1M
Sands Capital Management, LLC 1.78% Reduce -9.1% 57,989,285 $600.8M
Technology Crossover Management X, Ltd. 82.69% Reduce -20.0% 55,781,448 $577.9M
T. Rowe Price Associates Inc. 0.05% Reduce -8.3% 43,649,717 $452.2M
Norges Bank 0.06% Add +11.9% 43,220,314 $447.8M
Berkshire Hathaway 0.16% Reduce -53.5% 40,180,168 $416.3M
Bank of America Corp. 0.04% Reduce -0.3% 37,483,312 $388.3M
Jennison Associates LLC 0.23% Reduce -62.3% 36,483,933 $378.0M
Geode Capital Management, LLC 0.03% Add +3.6% 33,777,551 $348.8M
Artisan Partners Limited Partnership 0.53% Reduce -7.2% 33,366,999 $345.7M
Legal & General Group Plc 0.07% Add +4.6% 26,906,385 $278.8M
Northern Trust Corp. 0.04% Add +45.1% 25,496,091 $264.1M
Ribbit Management Company, LLC 29.58% Add +22.1% 25,243,753 $261.5M
FIL Ltd 0.24% Reduce -31.4% 24,662,073 $255.5M
Nuveen Asset Management, LLC 0.07% Add +6.2% 24,378,076 $252.6M
Whale Rock Capital Management 2.71% Reduce -1.9% 22,084,794 $228.8M
Kontiki Capital Management (HK) Ltd. 19.07% Add +14.9% 21,110,025 $218.7M
Robeco Institutional Asset Management B.V. 0.41% Add +5.3% 21,044,971 $218.0M
Softbank Group Corp. 0.93% Reduce -10.0% 21,009,299 $217.7M
Vanguard Group Inc. 0.00% Add +1.0% 19,610,029 $203.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +35.9% 19,232,309 $199.2M
Arrowstreet Capital, Limited Partnership 0.15% Add +2193.7% 18,109,184 $187.6M
Alliancebernstein L.P. 0.06% Add +10.5% 18,070,508 $187.2M
Invesco Ltd. 0.03% Reduce -7.3% 17,261,557 $178.8M
Assenagon Asset Management S.A. 0.30% Add +122.3% 16,008,683 $165.8M
Capital International Investors 0.03% Reduce -41.6% 15,535,755 $161.0M
a16z Perennial Management, L.P. 18.39% Add +6.5% 15,285,500 $158.4M
D1 Capital Partners 2.56% New 14,885,000 $154.2M
Citigroup Inc. 0.14% Reduce -1.4% 14,495,547 $150.2M
UBS Group AG 0.03% Add +340.6% 14,210,403 $147.2M
Advent International, L.P. 3.37% No change 13,940,959 $144.4M
Goldman Sachs Group Inc. 0.03% Reduce -46.1% 13,844,142 $143.4M
Sei Investments Co. 0.18% Reduce -19.2% 13,618,670 $141.1M
Wasatch Advisors LP 0.70% Reduce -32.4% 13,579,766 $140.7M
Aberdeen Group plc 0.25% Add +15.2% 12,999,309 $135.8M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -7.3% 12,826,009 $132.9M
Maverick Capital 2.29% Add +1.4% 12,294,266 $127.4M
American Century Companies Inc. 0.07% Reduce -18.2% 11,613,648 $120.3M
Redpoint Management, LLC 34.58% No change 10,597,818 $109.8M
Jacobs Levy Equity Management, Inc. 0.39% Add +13.4% 10,587,873 $109.7M
Washington University 91.76% No change 10,408,196 $107.8M
Renaissance Technologies 0.16% Reduce -6.5% 10,214,651 $105.8M
Capital World Investors 0.02% Reduce -0.1% 9,983,220 $103.4M
Dragoneer Investment Group, LLC 1.79% No change 9,908,598 $102.7M
Dynamo Internacional Gestao DE Recursos Ltda. 33.48% Reduce -47.8% 9,409,225 $97.5M
Coronation Fund Managers Ltd. 5.69% Add +108.1% 9,336,821 $96.7M
BNP Paribas Financial Markets 0.08% New 9,296,866 $96.3M
Jericho Capital Asset Management L.P. 1.32% New 8,899,000 $92.2M
Tiger Global Management 0.35% Reduce -51.8% 8,878,859 $92.0M
Scge Management, L.P. 1.66% Reduce -74.0% 8,648,000 $89.6M
Bank of New York Mellon Corp 0.02% Reduce -1.0% 8,591,264 $89.0M
Amundi 0.03% Add +20.1% 7,747,841 $86.3M
Canada Pension Plan Investment Board 0.08% Reduce -9.6% 7,985,039 $82.7M
Ameriprise Financial Inc. 0.02% Add +7.2% 7,480,461 $77.5M
Fisher Asset Management 0.03% Reduce -1.1% 7,151,745 $74.1M
SurgoCap Partners LP 4.29% Add +2.1% 7,151,552 $74.1M
Sands Capital Alternatives, LLC 15.82% Add +27.7% 7,021,159 $72.7M
Public Investment Fund 0.37% Add +79.5% 6,825,796 $70.7M
Swiss National Bank 0.05% Reduce -0.9% 6,669,657 $69.1M
Westfield Capital Management Co. LP 0.30% Add +12.0% 6,571,958 $68.1M
Perpetual Ltd 0.80% Reduce -10.9% 6,557,665 $67.9M
GenTrust, LLC 2.93% New 6,490,294 $67.2M
William Blair Investment Management, LLC 0.15% Add +42.9% 6,026,222 $62.4M
Amova Asset Management Americas, Inc. 0.60% Reduce -12.8% 5,374,794 $55.7M
Polar Capital Holdings Plc 0.31% Add +40.8% 5,370,410 $55.6M
Russell Investments Group, Ltd. 0.08% Add +17.0% 5,312,454 $55.0M
California Public Employees Retirement System 0.04% Reduce -6.1% 5,157,851 $53.4M
Citadel Advisors 0.05% Add +456.7% 4,895,236 $50.7M
Partners Group Holding AG 1.78% New 4,796,686 $49.7M
Adero Partners, LLC 3.13% Reduce -2.8% 4,683,097 $48.5M
Public Employees Retirement System of Ohio 0.17% Reduce -7.5% 4,676,712 $48.5M
Kora Management LP 6.49% Reduce -22.0% 4,651,000 $48.2M
Atmos Capital Gestao DE Recursos Ltda. 10.35% Reduce -61.2% 4,606,283 $47.7M
Franklin Resources Inc. 0.01% Reduce -11.0% 4,504,527 $46.7M
Neuberger Berman Group LLC 0.04% Add +613.6% 4,440,934 $46.0M
Comprehensive Financial Management LLC 1.26% No change 4,400,282 $45.6M
Avala Global LP 2.76% Add +3.0% 4,284,063 $44.4M
Squarepoint Ops LLC 0.11% Add +2164.3% 4,236,683 $43.9M
Alta Park Capital, LP 5.68% No change 4,192,191 $43.4M
Lazard Asset Management LLC 0.07% Add +0.6% 4,190,218 $43.4M
Rhumbline Advisers 0.04% Reduce -0.5% 4,080,979 $42.3M
Royal London Asset Management Ltd. 0.10% Add +202.0% 3,942,322 $40.8M
Ieq Capital, LLC 0.38% Reduce -11.7% 3,825,527 $39.6M
Atreides Management 1.24% New 3,810,102 $39.5M
Pictet Asset Management Holding SA 0.04% Add +39.4% 3,791,418 $39.3M
Two Sigma Investments, LP 0.09% Reduce -58.6% 3,646,131 $37.8M
Marcho Partners LLP 12.55% Add +62.0% 3,540,289 $36.7M
ThornTree Capital Partners LP 6.08% Add +15.2% 3,497,960 $36.2M
Envestnet Asset Management Inc. 0.01% Reduce -23.6% 3,228,250 $33.4M
Baron Capital (BAMCO) 0.08% Reduce -15.1% 3,150,690 $32.6M
Marshall Wace, LLP 0.04% New 3,023,687 $31.3M
ICONIQ Capital, LLC 0.48% Add +452.5% 2,946,838 $30.5M
USS Investment Management Ltd 0.22% Reduce -3.6% 2,942,311 $30.5M
State Board of Administration of Florida Retirement System 0.05% Add +6.0% 2,760,428 $28.6M
D. E. Shaw & Co. 0.03% Reduce -77.5% 2,694,986 $27.9M
Driehaus Capital Management LLC 0.23% Add +2.2% 2,690,146 $27.9M
Wellington Management Group LLP 0.01% Add +142.3% 2,658,621 $27.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +3.7% 2,504,884 $27.5M
Massachusetts Financial Services Co. 0.01% New 2,595,954 $26.9M
Susquehanna International Group, LLP 0.04% Add +13995.9% 2,586,030 $26.8M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +24.2% 2,539,186 $26.3M
Qube Research & Technologies Ltd 0.04% New 2,527,158 $26.2M
Royal Bank of Canada 0.01% Reduce -9.4% 2,499,069 $25.9M
Public Sector Pension Investment Board 0.11% Reduce -1.3% 2,497,500 $25.9M
Focus Partners Wealth 0.07% New 2,491,555 $25.8M
Constellation Investimentos e Participacoes Ltda 24.62% Reduce -33.7% 2,456,712 $25.5M
Sylebra Capital LLC 0.91% Reduce -33.9% 2,354,183 $24.4M
Andra AP-fonden 0.39% Add +77.8% 2,345,000 $24.3M
Investment House LLC 1.32% Add +2.2% 2,340,942 $24.3M
Aquatic Capital Management LLC 0.65% New 2,314,548 $24.0M
APG Asset Management N.V. 0.07% Reduce -27.9% 2,388,600 $23.9M
Tidal Investments LLC 0.20% Reduce -0.9% 2,291,453 $23.7M
Polen Capital Management LLC 0.06% New 2,243,471 $23.2M
Gemsstock Ltd. 4.67% New 2,179,764 $22.6M
Aviva PLC 0.06% Add +1.7% 2,174,340 $22.5M
Salem Investment Counselors Inc. 0.74% Reduce -7.1% 2,166,113 $22.4M
Federated Hermes, Inc. 0.05% Reduce -7.7% 2,130,224 $22.1M
ARK Investment Management 0.18% Reduce -1.4% 2,086,518 $21.6M
New York State Common Retirement Fund 0.03% Reduce -20.7% 2,028,187 $21.0M
Allen Investment Management, LLC 0.23% Reduce -4.8% 1,949,151 $20.2M
Glynn Capital Management LLC 4.70% Add +9.4% 1,922,958 $19.9M
Candriam S.C.A. 0.11% Reduce -53.2% 1,874,250 $19.4M
Mane Global Capital Management LP 0.86% New 1,820,000 $18.9M
Vontobel Holding Ltd. 0.06% Reduce -12.9% 1,791,951 $18.6M
Storebrand Asset Management As 0.06% Add +64.6% 1,778,197 $18.4M
Mariner, LLC 0.03% Add +4.6% 1,775,845 $18.4M
Axiom Investors LLC 0.13% Reduce -63.1% 1,706,260 $17.7M
Jupiter Asset Management Ltd. 0.17% Reduce -56.1% 1,691,890 $17.5M
TD Asset Management Inc 0.02% Reduce -28.8% 1,666,861 $17.3M
Voya Investment Management LLC 0.02% Reduce -1.3% 1,618,334 $16.8M
Sharp Capital Gestora de Recursos Ltda. 41.40% Reduce -40.0% 1,607,966 $16.7M
Penserra Capital Management LLC 0.30% Reduce -4.1% 1,590,850 $16.5M
First Trust Advisors LP 0.01% Reduce -22.9% 1,533,967 $15.9M
NZS Capital, LLC 0.67% Add +5.3% 1,528,780 $15.8M
Deepwater Asset Management, LLC 5.09% Add +50.1% 1,504,169 $15.6M
Thornburg Investment Management Inc. 0.21% Reduce -28.8% 1,499,130 $15.5M
AMS Capital Ltda 7.62% Add +41.8% 1,462,977 $15.2M
Warther Private Wealth, LLC 5.13% Add +69.9% 1,456,594 $15.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +77.4% 1,433,205 $14.8M
University of Wisconsin Foundation 10.78% No change 1,431,951 $14.8M
Nomura Asset Management Co. Ltd. 0.04% Add +0.1% 1,422,066 $14.7M
Treasurer of the State of North Carolina 0.06% Add +0.6% 1,399,497 $14.5M
Nixon Capital, LLC 4.47% Add +2.0% 1,201,473 $14.4M
Milestones Administradora de Recursos Ltda. 7.29% Reduce -32.1% 1,384,000 $14.3M
California State Teachers Retirement System 0.02% Add +484.3% 1,365,257 $14.1M
State of New Jersey Common Pension Fund D 0.06% Add +15.9% 1,363,069 $14.1M
Carnegie Investment Counsel 0.40% Add +5.4% 1,347,980 $14.0M
HSBC Holdings PLC 0.01% Add +16.2% 1,318,987 $13.7M
Unison Asset Management LLC 6.21% Add +3.8% 1,223,762 $12.7M
Police & Firemen's Retirement System of New Jersey 0.12% — 1,198,615 $12.4M
Handelsbanken Fonder AB 0.05% Add +31.1% 1,189,159 $12.3M
Trexquant Investment LP 0.14% New 1,188,472 $12.3M
Octahedron Capital Management L.P. 11.56% Add +32.0% 1,175,000 $12.2M
GFS Advisors, LLC 1.85% Add +128.5% 1,172,504 $12.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -0.8% 1,150,200 $11.9M
Two Sigma Advisers, LP 0.03% Reduce -90.6% 1,130,600 $11.7M
Barclays PLC 0.01% Add +10.7% 1,112,243 $11.5M
Korea Investment CORP 0.03% Reduce -1.0% 1,099,000 $11.4M
Flight Deck Capital, LP 12.47% Add +35.5% 1,082,633 $11.2M
Lansforsakringar Fondforvaltning AB (publ) 0.04% — 1,080,582 $11.2M
Victory Capital Management Inc. 0.01% Add +3.5% 1,048,384 $10.9M
AQR Capital Management 0.01% Add +242.2% 1,028,385 $10.7M
Natixis Advisors, LLC 0.02% Reduce -32.5% 1,019,487 $10.6M
Credit Agricole S A 0.04% Reduce -24.2% 1,016,200 $10.5M
Orland Properties Ltd 15.10% No change 1,000,000 $10.4M
CI Investments Inc. 0.04% Add +4.6% 995,071 $10.3M
Barings LLC 0.23% Add +149.7% 920,556 $9.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +6.8% 919,178 $9.5M
Fred Alger Management, LLC 0.04% Add +34.8% 899,567 $9.3M
Jordan Park Group LLC 0.65% Add +86.2% 854,421 $8.9M
Wells Fargo & Company 0.00% Reduce -50.5% 848,856 $8.8M
INCA Investments LLC 3.62% Add +76.2% 848,304 $8.8M
Intech Investment Management LLC 0.08% Add +623.1% 828,480 $8.6M
Charles Schwab Investment Management Inc. 0.00% Add +0.1% 827,678 $8.6M
Stifel Financial Corp. 0.01% Reduce -29.8% 826,995 $8.6M
HighTower Advisors, LLC 0.01% Reduce -17.3% 780,650 $8.1M
Panagora Asset Management Inc. 0.04% Add +14.7% 768,619 $8.0M
National Pension Service 0.01% Reduce -8.6% 768,500 $8.0M
HRT Financial LP 0.04% New 753,965 $7.8M
Resona Asset Management Co.,Ltd. 0.05% Reduce -8.7% 746,408 $7.7M
Moran Wealth Management, LLC 0.24% Add +4617.6% 738,727 $7.7M
Point72 Asset Management 0.02% New 727,842 $7.5M
Great Lakes Advisors, LLC 0.06% Reduce -18.2% 725,468 $7.5M
Cubist Systematic Strategies, LLC 0.12% New 718,320 $7.4M
LPL Financial LLC 0.00% Add +52.7% 709,287 $7.3M
Lake Street Advisors Group, LLC 0.33% Reduce -0.2% 696,360 $7.2M
Northside Capital Management, LLC 1.91% No change 691,586 $7.2M
Teacher Retirement System of Texas 0.03% Reduce -65.3% 680,466 $7.0M
Dynamo Administracao de Recursos Ltda. 19.73% Add +2322.7% 668,937 $6.9M
Kemnay Advisory Services Inc. 1.24% New 664,444 $6.9M
National Bank of Canada 0.01% Add +14.3% 657,989 $6.8M
Graypoint LLC 0.41% New 653,999 $6.8M
KLP Kapitalforvaltning As 0.03% — 638,400 $6.6M
KBC Group NV 0.02% Add +314.8% 633,708 $6.6M
Groupe la Francaise 0.16% — 621,989 $6.4M
Walleye Trading LLC 0.12% Add +511.3% 604,520 $6.3M
Ninety One UK Ltd 0.02% Add +47.6% 593,319 $6.1M
Cerity Partners LLC 0.01% Reduce -22.2% 581,336 $6.1M
CIBC Private Wealth Group LLC 0.01% Add +1.0% 545,157 $6.1M
Artemis Investment Management LLP 0.08% Add +73.3% 571,753 $5.9M
JARISLOWSKY, FRASER Ltd 0.03% Reduce -15.7% 554,731 $5.7M
Flossbach Von Storch SE 0.02% Reduce -12.0% 550,000 $5.7M
Gilder Gagnon Howe & Co. LLC 0.06% Reduce -1.4% 545,279 $5.6M
Sterling Capital Management LLC 0.07% Add +17.5% 525,123 $5.4M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +19.6% 501,000 $5.3M
Capital International, Inc. 0.06% Reduce -22.3% 512,723 $5.3M
Graham Capital Management, L.P. 0.26% Add +1600.5% 510,147 $5.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -18.8% 495,122 $5.1M
BNP Paribas 0.07% Reduce -30.4% 492,946 $5.1M
Oak Grove Capital LLC 0.98% Add +101.0% 473,082 $4.9M
Point72 (DIFC) Ltd 0.44% New 472,235 $4.9M
Pathstone Holdings, LLC 0.02% Reduce -6.4% 468,915 $4.9M
Duquesne Family Office 0.14% New 467,255 $4.8M
Exchange Traded Concepts, LLC 0.10% Reduce -8.8% 451,404 $4.7M
Cache Advisors, LLC 1.91% — 441,918 $4.6M
Asset Management One Co., Ltd. 0.02% Add +18.1% 436,098 $4.5M
Wolverine Trading, LLC 0.10% New 417,224 $4.4M
Sora Investors LLC 0.49% New 428,570 $4.4M
Xponance LLC 0.04% Add +7.4% 426,390 $4.4M
Prudential PLC 0.02% Add +40.1% 425,838 $4.4M
Proem Advisors LLC 2.01% — 425,000 $4.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +40.3% 611,342 $4.4M
In-Depth Partners, LLC 4.65% Add +22.8% 423,218 $4.4M
Varma Mutual Pension Insurance Co 0.03% New 419,900 $4.4M
Creative Planning 0.00% Reduce -52.1% 405,364 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.7% 397,377 $4.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -40.3% 393,738 $4.1M
Utah Retirement Systems 0.04% Add +7.6% 389,161 $4.0M
Virtu Financial LLC 0.21% Add +1081.3% 386,645 $4.0M
BTG Pactual Asset Management US LLC 0.52% Reduce -34.1% 385,544 $4.0M
Caisse de depot et placement du Quebec 0.01% Reduce -92.9% 376,083 $3.9M
Parametrica Management Ltd 4.96% Add +30.2% 362,413 $3.8M
Baader Bank Aktiengesellschaft 0.34% Add +19.6% 355,332 $3.7M
Bank of Montreal 0.00% Reduce -73.7% 338,724 $3.5M
Raymond James Financial Inc. 0.00% — 337,748 $3.5M
Acadian Asset Management LLC 0.01% Reduce -94.2% 329,388 $3.4M
IMC-Chicago, LLC 0.09% Add +1022.3% 322,956 $3.3M
VPR Management LLC 1.74% No change 322,600 $3.3M
BBR Partners, LLC 0.23% No change 316,026 $3.3M
Marex Group Ltd 0.06% Add +627.4% 312,782 $3.2M
Triasima Portfolio Management inc. 0.63% Add +8.2% 311,979 $3.2M
Van Eck Associates Corp. 0.00% Reduce -48.1% 306,269 $3.2M
Macquarie Group Ltd. 0.00% Add +10.0% 306,157 $3.2M
M&T Bank Corp 0.01% Reduce -28.3% 299,422 $3.1M
Mission Creek Capital Partners, Inc. 0.66% New 293,944 $3.0M
Vaughan Nelson Investment Management, L.P. 0.03% Reduce -11.6% 289,025 $3.0M
Man Group plc 0.01% Reduce -53.6% 288,975 $3.0M
Redwood Investments, LLC 0.80% Reduce -51.5% 286,716 $3.0M
Group One Trading LLC 0.10% New 284,037 $2.9M
DNB Asset Management AS 0.01% Reduce -59.4% 279,227 $2.9M
Sit Investment Associates Inc. 0.07% Add +186.8% 277,266 $2.9M
Ensign Peak Advisors, Inc 0.01% New 275,250 $2.9M
Advanced Portfolio Management, LLC 3.25% New 275,000 $2.8M
Metavasi Capital LP 1.51% New 275,000 $2.8M
Fiera Capital Corp 0.01% Add +21.4% 270,837 $2.8M
Jump Financial, LLC 0.06% Add +216.5% 269,807 $2.8M
Principal Financial Group Inc. 0.00% Reduce -76.8% 267,433 $2.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +288.8% 264,785 $2.7M
PDT Partners, LLC 0.24% New 264,211 $2.7M
Thrivent Financial for Lutherans 0.01% Reduce -3.0% 250,026 $2.7M
Centiva Capital, LP 0.10% Add +532.9% 263,348 $2.7M
Rockefeller Capital Management L.P. 0.01% Add +241.8% 260,419 $2.7M
AXA S.A. 0.01% Reduce -3.3% 259,026 $2.7M
Jasper Ridge Partners, L.P. 0.08% No change 254,790 $2.6M
Old Well Partners, LLC 5.00% Add +45.8% 252,600 $2.6M
Finivi Inc. 2.08% Reduce -3.9% 251,094 $2.6M
Nissay Asset Management Corp. /Japan 0.02% Add +12.4% 248,669 $2.6M
US Bancorp \de 0.00% Reduce -21.7% 244,600 $2.5M
Bayesian Capital Management, LP 0.31% New 243,000 $2.5M
Northwest & Ethical Investments L.P. 0.07% Add +7.1% 232,615 $2.4M
Donaldson Capital Management, LLC 0.09% Add +26.7% 230,659 $2.4M
Empowered Funds, LLC 0.03% Add +22.4% 225,830 $2.3M
Gulf International Bank (UK) Ltd 0.06% No change 223,165 $2.3M
Black Swift Group, LLC 0.48% Reduce -44.4% 219,750 $2.3M
Matthews International Capital Management LLC 0.47% Reduce -51.1% 218,458 $2.3M
Amalgamated Bank 0.02% Add +2.5% 216,069 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -4.6% 211,044 $2.2M
LBP Am SA 0.03% Add +15.6% 210,503 $2.2M
Danske Bank A/S 0.01% Reduce -2.1% 202,100 $2.1M
Cederberg Capital Ltd 0.70% No change 200,000 $2.1M
Engle Capital Management, L.P. 0.62% New 200,000 $2.1M
Regal Partners Ltd 0.21% Add +4.9% 199,816 $2.1M
MetLife Investment Management, LLC 0.01% Reduce -2.2% 196,166 $2.0M
Cetera Investment Advisers 0.00% Add +6.0% 194,295 $2.0M
Cibc World Market Inc. 0.00% New 193,152 $2.0M
Equitable Trust Co. 0.11% Reduce -18.1% 186,536 $1.9M
Moore Capital Management, LP 0.04% New 186,000 $1.9M
Cloverfields Capital Group, LP 0.62% Add +9.9% 185,931 $1.9M
Capital Wealth Planning, LLC 0.02% New 182,623 $1.9M
Titan Global Capital Management USA LLC 0.29% Reduce -3.6% 181,918 $1.9M
NewEdge Advisors, LLC 0.01% Add +43.1% 178,030 $1.8M
JT Stratford LLC 0.30% Add +1.2% 177,546 $1.8M
SVB Wealth LLC 0.03% New 177,349 $1.8M
Daiwa Securities Group Inc. 0.01% Reduce -57.0% 177,224 $1.8M
Mercer Global Advisors Inc. 0.00% Add +1245.0% 177,174 $1.8M
Schwartz Investment Counsel Inc. 0.07% Add +36.0% 174,500 $1.8M
Tocqueville Asset Management L.P. 0.03% New 172,124 $1.8M
Anthracite Investment Company, Inc. 0.88% New 170,000 $1.8M
Liontrust Investment Partners LLP 0.03% Add +97.7% 168,000 $1.7M
SBI Securities Co., Ltd. 0.05% — 167,716 $1.7M
Fort Washington Investment Advisors Inc. 0.01% No change 165,942 $1.7M
Tudor Investment Corporation 0.02% Add +61.1% 164,425 $1.7M
Ethic Inc. 0.03% Add +19.1% 162,144 $1.7M
Prudential Financial Inc. 0.00% Reduce -33.3% 116,010 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -18.4% 156,461 $1.6M
RPg Family Wealth Advisory, LLC 0.57% Reduce -31.8% 155,338 $1.6M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 0.11% Add +45.0% 145,000 $1.5M
CIBC Asset Management Inc 0.01% Add +0.1% 148,023 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -59.8% 147,904 $1.5M
Captrust Financial Advisors 0.00% Reduce -21.9% 143,441 $1.5M
Bessemer Group Inc. 0.00% Reduce -15.1% 141,860 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -7.1% 141,598 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +6.0% 138,996 $1.4M
Pitcairn Co. 0.08% Reduce -10.1% 135,860 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +16.8% 135,162 $1.4M
Orion Portfolio Solutions, LLC 0.01% Add +16.8% 135,162 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +375.2% 131,821 $1.4M
Jefferies Financial Group Inc. 0.02% New 129,103 $1.3M
HighVista Strategies LLC 0.48% Add +7.1% 125,061 $1.3M
Whittier Trust Co. 0.02% Add +50.4% 121,513 $1.3M
Tower Research Capital LLC (TRC) 0.02% Reduce -44.6% 121,221 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -14.7% 119,006 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -18.1% 118,897 $1.2M
TPG Financial Advisors, LLC 0.52% No change 114,911 $1.2M
Millennium Management 0.00% Reduce -72.5% 114,592 $1.2M
New Vernon Investment Management LLC 1.57% Reduce -79.4% 5,700 $1.2M
Crossmark Global Holdings, Inc. 0.02% Add +1.9% 113,692 $1.2M
Jane Street Group, LLC 0.00% Reduce -49.4% 112,747 $1.2M
STRS Ohio 0.00% Add +51.8% 111,368 $1.2M
Hantz Financial Services, Inc. 0.02% New 109,929 $1.1M
Circle Wealth Management, LLC 0.02% Add +5.5% 109,742 $1.1M
Trustees of Columbia University in the City of New York 0.18% — 108,588 $1.1M
Adalta Capital Management LLC 0.58% Add +27.5% 106,500 $1.1M
Elevation Point Wealth Partners, LLC 0.09% Reduce -20.6% 105,333 $1.1M
SRN Advisors, LLC 0.97% Add +23.5% 105,157 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -86.4% 105,000 $1.1M
First Hawaiian Bank 0.03% Add +16.8% 102,786 $1.1M
Truist Financial Corp. 0.00% Reduce -39.9% 102,755 $1.1M
Paragon Capital Management Inc. 0.82% New 101,565 $1.1M
Shelton Wealth Management, LLC 0.58% Add +5.2% 101,506 $1.1M
Hiddenite Capital Partners LP 0.76% New 100,000 $1.0M
Erste Asset Management GmbH 0.01% No change 100,000 $1.0M
Corient Private Wealth LP 0.00% Reduce -1.0% 98,211 $1.0M
Glenmede Trust Co. NA 0.01% Reduce -19.4% 97,704 $1.0M
Townsquare Capital LLC 0.01% Add +555.0% 94,650 $981K
Janus Henderson Group PLC 0.00% Reduce -2.6% 93,428 $968K
Clearbridge Investments, LLC 0.00% New 91,871 $952K
Yousif Capital Management, LLC 0.01% Add +0.8% 91,504 $948K
Sciencast Management LP 0.26% New 91,387 $947K
Corebridge Financial, Inc. 0.01% Reduce -5.9% 91,301 $946K
Aigen Investment Management, LP 0.17% Add +52.6% 91,055 $943K
MML Investors Services, LLC 0.00% Reduce -23.6% 90,642 $939K
Snowden Capital Advisors LLC 0.03% Reduce -13.9% 89,356 $926K
CastleKnight Management LP 0.10% No change 85,600 $887K
Qtron Investments LLC 0.12% New 83,139 $861K
Caitong International Asset Management Co., Ltd 0.82% — 80,650 $836K
Cigna Investments Inc. 0.15% Reduce -5.6% 80,111 $830K
Private Advisor Group, LLC 0.00% Add +52.4% 79,831 $827K
Atria Investments, Inc 0.01% Reduce -25.8% 79,825 $827K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -24.5% 79,728 $826K
DekaBank Deutsche Girozentrale 0.00% No change 79,585 $822K
Magnus Financial Group LLC 0.08% No change 78,957 $818K
Leonteq Securities AG 0.08% Add +413.2% 78,895 $817K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +547.4% 77,754 $806K
Harbour Capital Advisors, LLC 0.18% Reduce -3.8% 73,325 $804K
O'shaughnessy Asset Management, LLC 0.01% Reduce -22.2% 76,033 $788K
Avantax Advisory Services, Inc. 0.00% Reduce -28.0% 75,944 $787K
Frank, Rimerman Advisors LLC 0.06% No change 75,175 $779K
Virtus Advisers, LLC 0.31% Add +4.2% 74,332 $770K
MRP Capital Investments, LLC 0.69% Reduce -6.9% 73,650 $763K
OneDigital Investment Advisors LLC 0.01% Add +176.9% 73,326 $760K
IFM Investors Pty Ltd 0.01% Reduce -27.5% 73,251 $759K
Vident Advisory, LLC 0.01% Add +262.0% 72,955 $756K
Choreo, LLC 0.01% Reduce -19.5% 70,788 $753K
Malaga Cove Capital, LLC 0.29% Add +213.1% 71,847 $744K
J.Safra Asset Management Corp 0.06% Add +33.0% 69,669 $742K
Connable Office Inc. 0.08% Reduce -21.0% 71,487 $741K
NewEdge Wealth, LLC 0.01% Add +2.4% 71,238 $738K
LWM Advisory Services, LLC 0.50% No change 69,425 $719K
Quantbot Technologies LP 0.03% Reduce -64.8% 68,782 $713K
Salvus Wealth Management, LLC 0.44% No change 67,000 $694K
LMR Partners LLP 0.02% New 66,159 $685K
Citizens Financial Group Inc. 0.01% Reduce -1.8% 66,138 $685K
Legacy Bridge, LLC 0.36% No change 65,800 $682K
Advisory Services Network, LLC 0.01% Add +19.7% 65,479 $678K
Emerald Advisers, LLC 0.03% Add +19.4% 64,531 $669K
Dark Forest Capital Management LP 0.10% Add +190.8% 63,937 $662K
Sand Hill Global Advisors, LLC 0.03% Reduce -2.2% 63,884 $662K
Old Mission Capital LLC 0.02% New 63,876 $662K
IFP Advisors, Inc 0.02% Add +47.1% 63,689 $660K
Harbour Investments, Inc. 0.02% Add +6.9% 63,338 $656K
Teza Capital Management LLC 0.10% New 61,388 $636K
Wedbush Securities Inc. 0.02% Add +0.7% 59,946 $621K
Knollwood Investment Advisory, LLC 0.06% No change 59,800 $620K
Oppenheimer & Co. Inc. 0.01% Add +168.1% 59,427 $616K
ABN AMRO Bank N.V. 0.01% Reduce -6.0% 59,436 $609K
Integrated Wealth Concepts LLC 0.01% Add +132.8% 58,652 $608K
William Marsh Rice University 0.28% New 58,616 $607K
Empire Financial Management Company, LLC 0.19% New 58,606 $607K
Impact Partnership Wealth, LLC 0.12% Add +17.2% 57,691 $598K
Shell Asset Management Co. 0.03% New 57,628 $597K
Compass Group LLC 3.38% Add +203.4% 57,457 $595K
SkyView Investment Advisors, LLC 0.09% New 57,249 $593K
Redwood Wealth Management Group, LLC 0.28% New 56,250 $582K
Gsa Capital Partners LLP 0.04% Add +309.5% 56,025 $580K
Arkfeld Wealth Strategies, L.L.C. 0.27% Add +1.9% 52,245 $579K
Guggenheim Capital LLC 0.00% Add +95.0% 55,194 $572K
Prelude Capital Management, LLC 0.05% Add +83.3% 55,000 $570K
Avestar Capital, LLC 0.05% Add +2.6% 53,809 $557K
Cwm, LLC 0.00% Add +12.3% 53,500 $554K
Whittier Trust Co. of Nevada Inc. 0.01% Add +29.7% 53,200 $551K
Dnca Finance 0.04% No change 53,000 $549K
Personal Cfo Solutions, LLC 0.11% Reduce -16.3% 52,022 $539K
Rakuten Securities, Inc. 0.20% Add +109.3% 50,158 $520K
Siren, L.L.C. 0.02% No change 50,000 $518K
Legacy Wealth Asset Management, LLC 0.14% Reduce -1.0% 49,882 $517K
Penbrook Management LLC 0.35% No change 49,690 $515K
Morse Asset Management, Inc 0.12% Reduce -16.4% 49,136 $509K
Walleye Capital LLC 0.01% Reduce -63.0% 48,951 $507K
C WorldWide Group Holding A/S 0.01% Reduce -2.9% 48,954 $507K
Princeton Capital Management LLC 0.16% Add +242.4% 48,702 $505K
Hamilton Capital Partners Inc. 0.04% Add +40.5% 48,600 $503K
Ossiam 0.01% Reduce -12.0% 47,807 $495K
PEAK6 LLC 0.02% — 47,150 $488K
Scientech Research LLC 0.14% Reduce -54.6% 47,031 $487K
MBM Wealth Consultants, LLC 0.14% New 45,728 $486K
Simplex Trading, LLC 0.01% New 45,774 $474K
Kestra Advisory Services, LLC 0.00% Add +20.3% 43,290 $448K
HAP Trading, LLC 0.15% Reduce -22.3% 43,169 $447K
AdvisorNet Financial, Inc 0.04% Add +85.8% 42,612 $441K
Thoroughbred Financial Services, LLC 0.03% Reduce -16.7% 42,545 $440K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -2.4% 42,330 $439K
Triumph Capital Management 0.15% Add +107.3% 41,119 $426K
Blair William & Co. 0.00% Reduce -0.6% 41,017 $425K
MMBG Investment Advisors Co. 0.04% New 40,515 $420K
Cresset Asset Management, LLC 0.00% Reduce -45.3% 40,016 $415K
Stevens Capital Management LP 0.16% New 39,248 $407K
Verdence Capital Advisors LLC 0.03% Reduce -2.8% 39,054 $405K
Ellevest, Inc. 0.02% Reduce -4.9% 38,887 $403K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.1% 38,659 $401K
PharVision Advisers, LLC 0.34% — 38,517 $399K
Gladstone Institutional Advisory LLC 0.02% Add +131.7% 37,992 $394K
Compound Planning, Inc. 0.02% Reduce -11.7% 37,809 $392K
Cornerstone Wealth Group, LLC 0.03% Add +0.1% 37,727 $391K
Balyasny Asset Management L.P. 0.00% New 37,369 $387K
PFG Investments, LLC 0.02% Add +12.0% 36,990 $383K
IPG Investment Advisors LLC 0.09% Add +0.3% 36,852 $382K
Marcum Wealth, LLC 0.03% Reduce -2.2% 36,392 $377K
State of Wyoming 0.05% Add +6.2% 36,346 $377K
XTX Topco Ltd 0.03% Reduce -48.1% 35,718 $370K
Platform Technology Partners 0.11% Add +0.1% 35,690 $370K
Quantinno Capital Management LP 0.00% Reduce -44.5% 35,641 $369K
Seldon Capital LP 0.15% Add +148.4% 35,325 $366K
Mount Lucas Management LP 0.13% No change 35,000 $363K
Ulysses Management LLC 0.08% New 35,000 $363K
Capital International Sarl 0.01% Reduce -9.5% 34,995 $363K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -18.5% 34,305 $355K
FDx Advisors, Inc. 0.10% Reduce -15.6% 34,294 $355K
Advisors Asset Management, Inc. 0.01% Reduce -3.9% 33,479 $347K
Accuvest Global Advisors 0.48% Add +25.2% 33,414 $346K
Prasad Wealth Partners, LLC 0.11% — 33,376 $346K
Financial Advocates Investment Management 0.02% Reduce -13.2% 33,116 $343K
Sanctuary Advisors, LLC 0.00% Reduce -9.7% 25,400 $341K
Nomura Holdings Inc. 0.00% Reduce -17.1% 31,819 $330K
Caption Management, LLC 0.01% New 31,800 $329K
Park Avenue Securities LLC 0.00% Add +57.6% 31,682 $328K
Dakota Wealth Management 0.01% Reduce -26.2% 31,381 $325K
D.A. Davidson & Co. 0.00% Add +84.7% 31,060 $322K
Financial Perspectives, Inc 0.11% Add +8.6% 30,567 $317K
Solstein Capital, LLC 0.18% No change 30,400 $315K
Verition Fund Management LLC 0.00% New 30,394 $315K
Nwam LLC 0.02% Add +18.8% 30,175 $313K
Segall Bryant & Hamill, LLC 0.00% Reduce -10.8% 29,153 $302K
Quattro Financial Advisors LLC 0.08% No change 25,000 $301K
J. Goldman & Co LP 0.01% New 28,004 $290K
SG Americas Securities, LLC 0.00% Reduce -85.2% 26,719 $277K
Sequoia Financial Advisors, LLC 0.00% Add +111.4% 26,686 $276K
Insigneo Advisory Services, LLC 0.03% Reduce -4.9% 26,574 $275K
Harbor Capital Advisors, Inc. 0.01% Reduce -38.1% 26,384 $273K
DAVENPORT & Co LLC 0.00% No change 25,500 $264K
LRT Capital Management, LLC 0.20% New 25,300 $262K
Seven Mile Advisory 0.16% Add +26.6% 24,490 $254K
Cercano Management LLC 0.01% Add +9.2% 24,359 $252K
Arlington Capital Management, Inc. 0.17% New 24,042 $249K
Brown Advisory Inc. 0.00% Add +35.3% 23,707 $246K
Hardman Johnston Global Advisors LLC 0.01% Reduce -19.1% 23,370 $242K
First Western Trust Bank 0.01% Add +29.9% 22,904 $237K
Wedmont Private Capital 0.01% Reduce -15.5% 21,473 $235K
Coldstream Capital Management Inc. 0.01% Reduce -15.3% 22,468 $233K
Krane Funds Advisors LLC 0.01% No change 22,052 $228K
Claro Advisors Inc. 0.03% Reduce -3.3% 21,919 $227K
HighPoint Advisor Group LLC 0.01% Add +16.4% 16,287 $227K
Blue Trust, Inc. 0.00% Add +4.9% 21,784 $226K
Transcend Capital Advisors, LLC 0.02% Add +22.8% 21,558 $223K
Americana Partners, LLC 0.01% Add +34.2% 21,418 $222K
ANTIPODES PARTNERS Ltd 0.01% Add +37.2% 21,156 $219K
Evergreen Capital Management LLC 0.01% Reduce -41.4% 21,106 $219K
Fiduciary Trust Co 0.00% New 20,753 $215K
Savant Capital, LLC 0.00% Add +38.7% 20,391 $211K
1858 Wealth Management, LLC 0.17% New 20,190 $209K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -8.9% 19,335 $200K
Axq Capital, LP 0.09% New 19,093 $198K
Banco Santander, S.A. 0.00% Reduce -8.6% 18,995 $197K
Metis Global Partners, LLC 0.01% Add +10.4% 18,845 $195K
Venturi Wealth Management, LLC 0.01% Reduce -24.3% 18,622 $193K
Cary Street Partners Financial LLC 0.01% — 18,561 $192K
Covenant Partners, LLC 0.06% Reduce -50.8% 18,210 $189K
Assetmark, Inc. 0.00% Add +18.0% 18,019 $187K
Pinnacle Associates Ltd. 0.00% New 17,970 $186K
HB Wealth Management, LLC 0.00% Add +11.7% 17,668 $183K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -18.7% 17,347 $180K
Emerald Mutual Fund Advisers Trust 0.01% No change 17,299 $179K
Jones Financial Companies LLLP 0.00% Add +1166.1% 17,105 $177K
Shufro Rose & Co. LLC 0.01% No change 17,045 $177K
Rafferty Asset Management, LLC 0.00% New 16,689 $173K
Northwest Wealth Management, LLC 0.04% New 16,637 $172K
Aptus Capital Advisors, LLC 0.00% Reduce -3.5% 16,476 $171K
PARUS FINANCE (UK) Ltd 0.05% Reduce -57.1% 16,336 $169K
OneAscent Financial Services LLC 0.01% Add +14.3% 16,294 $169K
Gibbs Wealth Management 0.05% New 16,291 $169K
LRI Investments, LLC 0.02% Reduce -35.2% 16,200 $168K
Kolinsky Wealth Management, LLC 0.10% Reduce -24.3% 15,961 $165K
Concourse Financial Group Securities, Inc. 0.01% Add +0.0% 13,470 $162K
Granite Group Advisors, LLC 0.10% Reduce -21.4% 15,429 $160K
Merit Financial Group, LLC 0.00% New 15,309 $159K
Tradition Wealth Management, LLC 0.01% New 15,230 $158K
Tempus Wealth Planning, LLC 0.05% New 15,229 $158K
BIT Capital GmbH 0.01% Reduce -99.7% 15,163 $157K
Bleakley Financial Group, LLC 0.00% Reduce -16.1% 15,144 $157K
Focus Partners Advisor Solutions, LLC 0.00% New 15,136 $157K
Los Angeles Capital Management LLC 0.00% No change 14,862 $154K
Park National Corp. 0.01% Reduce -20.0% 14,783 $153K
Blueshift Asset Management, LLC 0.06% New 14,733 $153K
Alliance Wealth Advisors, LLC 0.04% New 14,708 $152K
Perigon Wealth Management, LLC 0.00% Add +9.9% 13,505 $152K
CW Advisors, LLC 0.00% Reduce -14.2% 14,688 $152K
RWQ Financial Management Services, Inc. 0.06% New 14,500 $150K
Carolina Wealth Advisors, LLC 0.08% Add +349.4% 14,442 $150K
Cantor Fitzgerald, L. P. 0.01% New 14,274 $149K
Private Wealth Partners, LLC 0.01% No change 13,900 $144K
Matrix Trust Co 0.02% New 13,770 $143K
James Investment Research, Inc. 0.02% New 13,743 $142K
Vise Technologies, Inc. 0.01% Add +0.3% 13,725 $142K
Whitford Management LLC 0.04% New 13,680 $142K
American Trust 0.01% Reduce -19.6% 13,610 $141K
Janney Montgomery Scott LLC 0.00% New 13,650 $141K
Agf Management Ltd. 0.00% New 13,451 $139K
Good Life Advisors, LLC 0.01% New 13,275 $138K
Fortis Capital Management LLC 0.03% Add +1.5% 13,248 $137K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.8% 13,151 $136K
Numerai GP LLC 0.04% New 13,121 $136K
Wexford Capital LP 0.03% New 12,626 $131K
Stratos Wealth Partners, LTD. 0.00% Reduce -3.6% 12,485 $129K
Harbour Investment Management LLC 0.06% No change 12,458 $129K
OneAscent Wealth Management LLC 0.05% Add +6.5% 12,481 $129K
Parallel Advisors, LLC 0.00% Reduce -29.4% 12,131 $126K
AlTi Global, Inc. 0.00% New 11,858 $123K
Portside Wealth Group, LLC 0.02% New 11,689 $121K
Veltria Advisors Corp. 0.05% No change 11,552 $120K
Matauro, LLC 0.03% — 11,539 $120K
Boothbay Fund Management, LLC 0.00% Reduce -35.0% 11,369 $118K
Rothschild Investment LLC 0.01% Add +16.8% 11,346 $118K
Dynamic Technology Lab Private Ltd 0.02% Reduce -86.0% 11,153 $116K
United Capital Financial Advisors, LLC 0.00% Reduce -77.3% 11,162 $116K
Covestor Ltd 0.07% Add +2.7% 10,976 $114K
TriaGen Wealth Management LLC 0.04% Reduce -58.1% 11,000 $114K
Stokes Family Office, LLC 0.01% No change 11,000 $114K
Sanders Morris Harris LLC 0.02% New 11,000 $114K
Stonekeep Investments, LLC 0.08% Reduce -7.9% 10,952 $113K
Kovack Advisors, Inc. 0.01% New 10,750 $111K
Baird Financial Group, Inc. 0.00% New 10,749 $111K
Delta Asset Management LLC 0.01% Reduce -51.2% 10,740 $111K
Paradice Investment Management LLC 0.02% New 10,696 $111K
Tectonic Advisors LLC 0.01% New 10,676 $111K
Caprock Group, LLC 0.00% Reduce -29.0% 10,517 $109K
Lakeshore Financial Planning, Inc. 0.05% New 10,500 $109K
UMB Bank, n.a. 0.00% Reduce -10.6% 10,437 $108K
Jessup Wealth Management, Inc 0.05% No change 10,289 $107K
New York Life Investment Management LLC 0.00% Reduce -12.6% 10,287 $107K
SteelPeak Wealth, LLC 0.00% New 10,132 $105K
CHICAGO TRUST Co NA 0.02% No change 10,055 $104K
Heritage Wealth Management, Inc. 0.09% Reduce -0.3% 10,000 $104K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.04% No change 9,600 $102K
Arax Advisory Partners 0.01% Reduce -37.3% 9,153 $95K
Quarry LP 0.02% Add +15.3% 9,095 $94K
Berbice Capital Management LLC 0.07% — 9,000 $93K
MAI Capital Management 0.00% New 8,984 $93K
Ridgewood Investments LLC 0.04% No change 8,764 $91K
NFSG Corp 0.02% Reduce -1.2% 8,000 $83K
Ethos Financial Group, LLC 0.01% New 7,873 $82K
WASHINGTON TRUST Co 0.00% No change 6,775 $70K
Hilltop National Bank 0.02% No change 6,698 $69K
Canton Hathaway, LLC 0.02% Reduce -10.0% 6,157 $64K
Avior Wealth Management, LLC 0.00% Reduce -39.3% 6,061 $63K
Whipplewood Advisors, LLC 0.04% — 5,995 $62K
Smartleaf Asset Management LLC 0.01% Reduce -6.9% 5,776 $62K
Ancora Advisors LLC 0.00% No change 5,712 $59K
Steward Partners Investment Advisory, LLC 0.00% Reduce -73.7% 5,692 $59K
Cliffwater LLC 0.01% New 5,472 $57K
Harvest Fund Management Co., Ltd 0.00% Reduce -87.5% 5,304 $55K
Campbell Capital Management Inc. 0.02% New 5,000 $52K
TD Waterhouse Canada Inc. 0.00% Add +190.8% 4,900 $51K
Orion Capital Management LLC 0.02% New 4,800 $50K
WPG Advisers, LLC 0.05% — 4,680 $48K
Quadrant Capital Group LLC 0.00% Reduce -4.2% 4,339 $45K
Signaturefd, LLC 0.00% Reduce -66.9% 3,835 $40K
GeoWealth Management, LLC 0.00% Add +9.3% 3,576 $37K
GAMMA Investing LLC 0.00% Reduce -19.2% 3,327 $34K
Turim 21 Investimentos Ltda. 0.01% No change 2,450 $32K
Piscataqua Savings Bank 0.03% Add +500.0% 3,000 $31K
Global Retirement Partners, LLC 0.00% Reduce -19.8% 2,920 $30K
Richards, Merrill & Peterson, Inc. 0.02% — 2,865 $30K
MassMutual Private Wealth & Trust, FSB 0.00% Add +31.5% 2,520 $26K
Anchor Investment Management, LLC 0.00% No change 2,400 $25K
Ameriflex Group, Inc. 0.01% — 1,850 $24K
Clearstead Advisors, LLC 0.00% Reduce -7.9% 2,246 $23K
Asset Dedication, LLC 0.00% Add +91.3% 2,213 $23K
Optiver Holding B.V. 0.00% New 2,135 $22K
PFS Partners, LLC 0.01% Add +0.9% 2,018 $21K
MPWM Advisory Solutions, LLC 0.02% — 2,000 $21K
First Horizon Advisors, Inc. 0.00% Reduce -18.6% 1,953 $20K
Farther Finance Advisors, LLC 0.00% Add +29.4% 1,858 $19K
TFC Financial Management, Inc. 0.00% Add +9.8% 1,789 $19K
Aventura Private Wealth, LLC 0.01% — 1,695 $18K
Kieckhefer Group LLC 0.01% — 1,683 $17K
Fifth Third Bancorp 0.00% Reduce -77.6% 1,633 $17K
Larson Financial Group LLC 0.00% Add +29.5% 1,544 $16K
Toth Financial Advisory Corp. 0.00% Reduce -62.2% 1,520 $16K
Glass Jacobson Investment Advisors llc 0.01% Add +1.3% 1,519 $16K
Hexagon Capital Partners LLC 0.00% New 1,499 $16K
Wingate Wealth Advisors, Inc. 0.02% — 1,485 $15K
Versant Capital Management, Inc 0.00% Reduce -7.8% 1,470 $15K
Geneos Wealth Management Inc. 0.00% Reduce -36.1% 1,455 $15K
Sittner & Nelson, LLC 0.01% No change 1,300 $13K
Sandy Spring Bank 0.00% New 1,300 $13K
Wilmington Savings Fund Society, FSB 0.00% Reduce -88.0% 1,294 $13K
Kestra Investment Management, LLC 0.00% New 1,281 $13K
EverSource Wealth Advisors, LLC 0.00% Add +126.2% 1,226 $13K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,019 $13K
Huntington National Bank 0.00% Reduce -76.6% 1,078 $11K
Householder Group Estate & Retirement Specialist, LLC 0.01% New 1,100 $11K
IFG Advisory, LLC 0.00% New 11,000 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 1,050 $11K
Raelipskie Partnership 0.01% No change 1,000 $10K
Aster Capital Management (DIFC) Ltd 0.00% New 986 $10K
Lindbrook Capital, LLC 0.00% Reduce -43.4% 959 $10K
Quent Capital, LLC 0.00% No change 923 $10K
Park Place Capital Corp 0.00% No change 921 $10K
Meeder Asset Management Inc. 0.00% Reduce -2.6% 882 $9K
Principal Securities, Inc. 0.00% Reduce -9.9% 798 $8K
Allworth Financial LP 0.00% Add +300.6% 685 $8K
Global Wealth Strategies & Associates 0.00% No change 750 $8K
JFS Wealth Advisors, LLC 0.00% Add +2042.9% 750 $8K
Compass Wealth Management LLC 0.00% New 725 $8K
HM Payson & Co. 0.00% No change 676 $7K
Finley Financial, LLC 0.00% — 570 $7K
Winch Advisory Services, LLC 0.00% No change 600 $6K
Activest Wealth Management 0.00% New 572 $6K
Colonial Trust Co / SC 0.00% New 565 $6K
Spire Wealth Management 0.00% Add +31.3% 525 $5K
Coppell Advisory Solutions LLC 0.00% No change 493 $5K
Parkside Financial Bank & Trust 0.00% Reduce -78.1% 485 $5K
Investment Research & Advisory Group, Inc. 0.00% New 400 $4K
Avion Wealth 0.00% No change 400 $4K
Bell Investment Advisors, Inc 0.00% Reduce -44.2% 325 $3K
Raffa Wealth Management, LLC 0.00% No change 321 $3K
VSM Wealth Advisory, LLC 0.00% — 300 $3K
Hemington Wealth Management 0.00% No change 370 $3K
Sunbelt Securities, Inc. 0.00% No change 247 $3K
Golden State Wealth Management, LLC 0.00% — 231 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 200 $2K
Brown Brothers Harriman & Co. 0.00% Reduce -87.4% 198 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 160 $2K
Glen Eagle Advisors, LLC 0.00% No change 162 $2K
Carolinas Wealth Consulting LLC 0.00% Reduce -14.9% 160 $2K
CENTRAL TRUST Co 0.00% New 140 $1K
Creative Financial Designs Inc. 0.00% New 136 $1K
WR Wealth Planners, LLC 0.00% New 126 $1K
New Millennium Group LLC 0.00% New 116 $1K
TD Private Client Wealth LLC 0.00% Reduce -75.3% 116 $1K
Brooklyn Investment Group 0.00% Add +3633.3% 112 $1K
Transce3nd, LLC 0.00% — 100 $1K
West Paces Advisors Inc. 0.00% New 100 $1K
Sierra Ocean, LLC 0.00% — 92 $953
CoreCap Advisors, LLC 0.00% Reduce -84.4% 75 $777
Van Hulzen Asset Management, LLC 0.00% New 67 $695
Financial Management Professionals, Inc. 0.00% No change 65 $673
Manchester Capital Management LLC 0.00% Reduce -17.1% 63 $653
Kimelman & Baird, LLC 0.00% No change 55 $570
Westside Investment Management, Inc. 0.00% New 50 $518
Continuum Advisory, LLC 0.00% No change 43 $445
Abound Wealth Management 0.00% No change 32 $332
Perritt Capital Management Inc 0.00% New 30 $311
Mather Group, Llc. 0.00% No change 26 $269
WealthTrak Capital Management LLC 0.00% — 20 $208
West Oak Capital, LLC 0.00% New 1,950 $202
Pineridge Advisors LLC 0.00% New 10 $100
Archer Investment Corp 0.00% No change 9 $93
Riggs Asset Managment Co. Inc. 0.00% New 7 $75
Grove Bank & Trust 0.00% Reduce -97.1% 7 $73
MV Capital Management, Inc. 0.00% Reduce -75.0% 3 $32
Lanark Financial, Inc. 0.00% — 1 $19

"% 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.