Nu Holdings Ltd./Cayman Isl-ANU

13F holders, Q1 2025 (March 31)
733holders +22
124new positions
103sold out
14famous investors
$10.24avg. 13F price*

At the end of Q1 2025, 733 institutions reported holding Nu Holdings Ltd./Cayman Isl-A (NU) in their 13F filings, up 22 from Q4 2024. 124 opened new positions and 103 sold out. The largest holders were BlackRock, Inc. ($2.8B), Baillie Gifford & Co. ($2.7B) and Capital Research Global Investors ($2.7B). 14 famous investors held it, including Alex Sacerdote (4.3% of Whale Rock Capital Management's portfolio), Lee Ainslie (3.1% of Maverick Capital's portfolio) and Philippe Laffont (2.5% of Coatue Management's portfolio).

Company
Nu Holdings Ltd./Cayman Isl-A
Filed as
NU HLDGS LTD (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions124$554.4M
Exits103$875.6M

All 13F filers, Q4 2024 → Q1 2025: 311,026,411 shares bought and 396,123,477 shares sold, net −85,097,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 733 holders

BlackRock, Inc. 0.06% Add +6.7% 274,026,450 $2.8B
Baillie Gifford & Co. 2.37% Add +17.9% 265,160,474 $2.7B
Capital Research Global Investors 0.59% Add +10.5% 264,058,454 $2.7B
JPMorgan Chase & Co. 0.11% Add +20.6% 134,659,132 $1.4B
Morgan Stanley 0.09% Add +5.2% 124,223,839 $1.3B
SC US (ttgp), LTD. 10.63% Reduce -53.4% 109,190,574 $1.1B
State Street Corp. 0.04% Add +5.1% 89,080,698 $912.2M
WCM Investment Management, LLC 2.05% Reduce -1.5% 76,982,469 $796.8M
FMR LLC 0.04% Reduce -3.8% 58,709,129 $601.2M
Coatue Management 2.52% Reduce -30.1% 55,791,997 $571.3M
Technology Crossover Management X, Ltd. 83.48% No change 55,781,448 $571.2M
T. Rowe Price Associates Inc. 0.07% Add +24.7% 54,435,568 $557.4M
Sands Capital Management, LLC 1.79% Reduce -11.3% 51,443,965 $526.8M
Norges Bank 0.06% Reduce -5.2% 40,961,462 $419.4M
Geode Capital Management, LLC 0.03% Add +9.9% 37,133,944 $378.5M
Kontiki Capital Management (HK) Ltd. 24.01% Add +54.3% 32,575,725 $333.6M
Bank of America Corp. 0.03% Reduce -15.2% 31,783,979 $325.5M
Jennison Associates LLC 0.22% Reduce -16.7% 30,394,814 $311.2M
Legal & General Group Plc 0.08% Add +6.1% 28,551,157 $292.4M
Northern Trust Corp. 0.04% Add +9.3% 27,869,591 $285.4M
FIL Ltd 0.27% Add +10.7% 27,289,553 $279.4M
Ribbit Management Company, LLC 28.41% Add +7.2% 27,061,625 $277.1M
Whale Rock Capital Management 4.35% Add +10.8% 24,461,170 $250.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +13.5% 21,830,023 $223.5M
Nuveen, LLC 0.07% — 21,613,015 $221.3M
Vanguard Group Inc. 0.00% Add +8.5% 21,270,594 $217.8M
Softbank Group Corp. 0.73% No change 21,009,299 $215.1M
Capital International Investors 0.04% Add +28.9% 20,022,199 $205.0M
Wasatch Advisors LP 1.11% Add +43.6% 19,506,483 $199.7M
Robeco Institutional Asset Management B.V. 0.36% Reduce -15.1% 17,865,477 $182.9M
Canada Pension Plan Investment Board 0.18% Add +120.7% 17,619,939 $180.4M
Maverick Capital 3.08% Add +35.8% 16,693,910 $170.9M
Artisan Partners Limited Partnership 0.27% Reduce -51.6% 16,151,656 $165.4M
a16z Perennial Management, L.P. 20.35% Add +4.3% 15,942,500 $163.3M
Coronation Fund Managers Ltd. 8.82% Add +69.8% 15,856,452 $162.4M
Advent International, L.P. 4.88% Add +8.0% 15,049,959 $154.1M
Orbis Allan Gray Ltd 0.86% New 14,722,930 $150.8M
UBS Group AG 0.03% Reduce -3.6% 13,694,481 $140.2M
Aberdeen Group plc 0.26% Reduce -0.2% 12,970,215 $132.2M
Alliancebernstein L.P. 0.05% Reduce -29.1% 12,817,769 $131.3M
American Century Companies Inc. 0.08% Add +7.0% 12,423,661 $127.2M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -3.6% 12,358,111 $126.5M
Ameriprise Financial Inc. 0.03% Add +63.2% 12,206,329 $124.7M
Invesco Ltd. 0.02% Reduce -29.9% 12,091,263 $123.8M
Goldman Sachs Group Inc. 0.02% Reduce -19.7% 11,116,773 $113.8M
Tiger Global Management 0.42% Add +24.3% 11,032,555 $113.0M
Sei Investments Co. 0.14% Reduce -20.4% 10,838,295 $111.0M
Redpoint Management, LLC 39.24% No change 10,597,818 $108.5M
Citadel Advisors 0.11% Add +112.8% 10,414,736 $106.6M
Washington University 96.16% No change 10,408,196 $106.6M
Capital World Investors 0.02% Add +1.6% 10,144,042 $103.9M
Dragoneer Investment Group, LLC 2.13% No change 9,908,598 $101.5M
D1 Capital Partners 1.54% Reduce -34.1% 9,803,000 $100.4M
Bank of New York Mellon Corp 0.02% Add +6.5% 9,145,692 $93.7M
Dynamo Internacional Gestao DE Recursos Ltda. 31.62% Reduce -3.1% 9,118,415 $93.4M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -49.7% 9,113,878 $93.3M
Citigroup Inc. 0.07% Reduce -37.7% 9,024,965 $92.4M
Assenagon Asset Management S.A. 0.16% Reduce -45.6% 8,711,779 $89.2M
Barclays PLC 0.04% Add +642.1% 8,254,221 $84.5M
Amundi 0.03% Add +3.7% 8,032,617 $82.5M
Fisher Asset Management 0.03% Add +2.2% 7,306,866 $74.8M
Swiss National Bank 0.05% Add +8.7% 7,249,913 $74.2M
Sands Capital Alternatives, LLC 17.94% Add +2.0% 7,164,355 $73.4M
Marshall Wace, LLP 0.10% Add +135.6% 7,122,438 $72.9M
Public Investment Fund 0.36% No change 6,825,796 $69.9M
Westfield Capital Management Co. LP 0.32% Reduce -1.1% 6,501,928 $66.6M
William Blair Investment Management, LLC 0.18% Add +4.4% 6,288,910 $64.4M
Polar Capital Holdings Plc 0.38% Add +13.1% 6,075,317 $62.2M
SurgoCap Partners LP 2.88% Reduce -20.3% 5,701,787 $58.4M
Public Employees Retirement System of Ohio 0.19% Add +7.4% 5,023,986 $51.4M
Scge Management, L.P. 1.47% Reduce -42.5% 4,976,507 $51.0M
Partners Group Holding AG 2.06% No change 4,796,686 $49.1M
Millennium Management 0.05% Add +4003.4% 4,702,142 $48.1M
Adero Partners, LLC 3.14% Reduce -0.0% 4,682,782 $48.0M
ICONIQ Capital, LLC 0.84% Add +56.5% 4,612,411 $47.2M
Franklin Resources Inc. 0.01% Add +0.5% 4,527,999 $46.4M
Renaissance Technologies 0.07% Reduce -56.0% 4,497,300 $46.1M
Royal London Asset Management Ltd. 0.11% Add +13.7% 4,482,604 $45.9M
Russell Investments Group, Ltd. 0.06% Reduce -15.9% 4,466,030 $45.7M
Susquehanna International Group, LLP 0.07% Add +71.9% 4,446,052 $45.5M
Comprehensive Financial Management LLC 1.42% No change 4,400,282 $45.1M
Amova Asset Management Americas, Inc. 0.56% Reduce -21.1% 4,239,726 $43.4M
Hamilton Lane Advisors LLC 36.45% New 4,139,213 $42.4M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +61.2% 4,093,852 $41.9M
Rhumbline Advisers 0.04% Reduce -0.3% 4,070,725 $41.7M
Pictet Asset Management Holding SA 0.05% Add +6.3% 4,031,564 $41.3M
Marcho Partners LLP 15.98% Add +10.6% 3,916,009 $40.1M
Kora Management LP 5.23% Reduce -16.1% 3,902,000 $40.0M
California Public Employees Retirement System 0.03% Reduce -25.4% 3,847,685 $39.4M
Neuberger Berman Group LLC 0.03% Reduce -15.0% 3,775,331 $38.7M
Ieq Capital, LLC 0.30% Reduce -3.2% 3,703,557 $37.9M
Sylebra Capital LLC 1.83% Add +51.0% 3,555,632 $36.4M
ValueAct Capital 0.76% New 3,416,200 $35.0M
Alta Park Capital, LP 6.78% Reduce -18.7% 3,410,095 $34.9M
Envestnet Asset Management Inc. 0.01% Add +3.8% 3,351,880 $34.3M
BNP Paribas Financial Markets 0.03% Reduce -64.0% 3,349,060 $34.3M
Atmos Capital Gestao DE Recursos Ltda. 7.11% Reduce -28.3% 3,304,622 $33.8M
Avala Global LP 2.21% Reduce -26.3% 3,157,100 $32.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +19.8% 3,000,684 $30.7M
Azora Capital LP 2.08% New 2,992,760 $30.6M
Polen Capital Management LLC 0.10% Add +32.4% 2,969,781 $30.4M
Allen Investment Management, LLC 0.35% Add +50.9% 2,941,105 $30.1M
Tidal Investments LLC 0.24% Add +23.5% 2,830,455 $29.0M
Wellington Management Group LLP 0.01% Add +5.9% 2,814,988 $28.8M
State Board of Administration of Florida Retirement System 0.06% Add +1.0% 2,787,248 $28.5M
Public Sector Pension Investment Board 0.12% Add +8.5% 2,709,900 $27.7M
ThornTree Capital Partners LP 5.92% Reduce -25.1% 2,620,248 $26.8M
USS Investment Management Ltd 0.20% Reduce -11.6% 2,601,185 $26.6M
Jupiter Asset Management Ltd. 0.25% Add +51.6% 2,564,623 $26.3M
Andra AP-fonden 0.42% Add +6.0% 2,486,300 $25.5M
Investment House LLC 1.45% Add +6.0% 2,482,374 $25.4M
Royal Bank of Canada 0.01% Reduce -2.6% 2,434,075 $24.9M
Aviva PLC 0.06% Add +8.9% 2,367,343 $24.2M
Mission Creek Capital Partners, Inc. 5.73% Add +684.6% 2,306,308 $23.6M
Lazard Asset Management LLC 0.04% Reduce -45.4% 2,288,563 $23.4M
Salem Investment Counselors Inc. 0.81% Add +5.3% 2,281,213 $23.4M
Long Walk Management LP 7.46% New 2,250,000 $23.0M
Glynn Capital Management LLC 6.03% Add +16.4% 2,237,967 $22.9M
Ensign Peak Advisors, Inc 0.04% Add +680.9% 2,149,310 $22.0M
Massachusetts Institute of Technology 3.06% New 2,116,255 $21.7M
AMS Capital Ltda 8.81% Add +42.7% 2,088,292 $21.4M
Warther Private Wealth, LLC 6.96% Add +40.1% 2,040,141 $20.9M
NZS Capital, LLC 0.92% Add +30.9% 2,001,464 $20.5M
Yong Rong (HK) Asset Management Ltd 4.78% New 2,000,000 $20.5M
Two Sigma Investments, LP 0.04% Reduce -50.1% 1,819,932 $18.6M
Pinegrove Venture Partners, LLC 54.73% New 1,812,021 $18.6M
New York State Common Retirement Fund 0.03% Reduce -11.2% 1,802,049 $18.5M
Sharp Capital Gestora de Recursos Ltda. 39.06% Add +10.0% 1,769,114 $18.1M
Nomura Asset Management Co. Ltd. 0.06% Add +24.0% 1,763,497 $18.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Add +52.5% 1,754,400 $18.0M
APG Asset Management N.V. 0.06% Reduce -20.8% 1,891,214 $17.9M
Vontobel Holding Ltd. 0.06% Reduce -5.8% 1,687,361 $17.3M
Nixon Capital, LLC 5.89% Add +38.4% 1,662,478 $17.0M
Perpetual Ltd 0.20% Reduce -74.8% 1,654,481 $16.9M
Storebrand Asset Management As 0.06% Reduce -7.1% 1,652,375 $16.9M
Vanderbilt University 3.18% New 1,623,984 $16.6M
Credit Agricole S A 0.06% Add +58.9% 1,615,000 $16.5M
GFS Advisors, LLC 3.30% Add +37.0% 1,605,933 $16.4M
Voya Investment Management LLC 0.02% Reduce -0.9% 1,603,098 $16.4M
State of New Jersey Common Pension Fund D 0.07% Add +13.8% 1,551,567 $15.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +6.5% 1,526,410 $15.6M
HSBC Holdings PLC 0.01% Add +15.1% 1,517,632 $15.5M
Treasurer of the State of North Carolina 0.06% Add +6.1% 1,485,007 $15.2M
Focus Partners Wealth 0.04% Reduce -41.4% 1,460,127 $15.0M
Thornburg Investment Management Inc. 0.21% Reduce -3.6% 1,445,548 $14.8M
Penserra Capital Management LLC 0.26% Reduce -9.4% 1,440,794 $14.8M
University of Wisconsin Foundation 12.44% No change 1,431,951 $14.7M
Clough Capital Partners L P 1.83% New 1,416,937 $14.5M
Carnegie Investment Counsel 0.34% Add +10.5% 1,488,960 $14.5M
Handelsbanken Fonder AB 0.06% Add +16.6% 1,387,160 $14.2M
Milestones Administradora de Recursos Ltda. 7.24% No change 1,384,000 $14.2M
12 West Capital Management LP 2.08% New 1,375,000 $14.1M
California State Teachers Retirement System 0.02% Reduce -3.7% 1,315,090 $13.5M
Police & Firemen's Retirement System of New Jersey 0.14% Add +9.0% 1,306,053 $13.4M
Kodai Capital Management LP 0.52% New 1,293,955 $13.3M
ARK Investment Management 0.13% Reduce -39.0% 1,273,658 $13.0M
Graham Capital Management, L.P. 0.60% Add +147.8% 1,264,296 $12.9M
Deepwater Asset Management, LLC 5.46% Reduce -16.3% 1,259,498 $12.9M
Unison Asset Management LLC 7.53% Add +3.1% 1,261,650 $12.8M
Korea Investment CORP 0.03% Add +12.7% 1,238,800 $12.7M
Federated Hermes, Inc. 0.03% Reduce -43.0% 1,213,983 $12.4M
Baron Capital (BAMCO) 0.04% Reduce -61.8% 1,203,068 $12.3M
TD Asset Management Inc 0.01% Reduce -28.7% 1,188,389 $12.2M
DNB Asset Management AS 0.05% Add +276.0% 1,049,985 $10.8M
Octahedron Capital Management L.P. 9.33% Reduce -12.8% 1,024,750 $10.5M
INCA Investments LLC 4.80% Add +20.7% 1,023,641 $10.5M
Orland Properties Ltd 12.36% No change 1,000,000 $10.2M
Metavasi Capital LP 6.34% Add +254.6% 975,000 $10.0M
Natixis Advisors, LLC 0.02% Reduce -4.7% 971,303 $9.9M
Triglav Investments, D.O.O. 0.82% New 61,975 $9.8M
Absoluto Partners Gestao de Recursos Ltda 8.87% New 955,280 $9.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -0.7% 912,884 $9.7M
AQR Capital Management 0.01% Reduce -5.7% 970,213 $9.7M
Wells Fargo & Company 0.00% Add +10.0% 933,595 $9.6M
Barings LLC 0.24% No change 920,556 $9.4M
Natixis 0.06% New 922,096 $9.4M
Johns Hopkins University 0.35% New 910,502 $9.3M
Trustees of Columbia University in the City of New York 1.48% Add +738.0% 909,930 $9.3M
Charles Schwab Investment Management Inc. 0.00% Add +6.5% 881,318 $9.0M
ExodusPoint Capital Management, LP 0.12% New 880,850 $9.0M
Jordan Park Group LLC 0.64% No change 854,421 $8.7M
Resona Asset Management Co.,Ltd. 0.05% Add +13.5% 847,013 $8.7M
Capital International, Inc. 0.11% Add +65.3% 847,499 $8.7M
GCM Grosvenor Holdings, LLC 1.32% New 836,000 $8.6M
Engle Capital Management, L.P. 3.54% Add +315.0% 830,000 $8.5M
Quantinno Capital Management LP 0.05% Add +2193.8% 817,530 $8.4M
LPL Financial LLC 0.00% Add +15.1% 816,693 $8.4M
National Pension Service 0.01% Add +6.1% 815,246 $8.3M
Moran Wealth Management, LLC 0.27% Add +7.5% 793,848 $8.1M
HighTower Advisors, LLC 0.01% Add +0.3% 783,292 $8.0M
Regents of the University of California 1.70% New 778,855 $8.0M
Constellation Investimentos e Participacoes Ltda 21.95% Reduce -68.7% 769,729 $7.9M
Ninety One UK Ltd 0.02% Add +29.6% 769,241 $7.9M
Mackenzie Financial Corp. 0.01% New 726,516 $7.4M
National Bank of Canada 0.01% Add +10.3% 726,110 $7.4M
KBC Group NV 0.02% Add +14.0% 722,670 $7.4M
Axiom Investors LLC 0.07% Reduce -57.8% 720,340 $7.4M
Flossbach Von Storch SE 0.03% Add +30.9% 720,000 $7.4M
KLP Kapitalforvaltning As 0.04% Add +10.8% 707,300 $7.2M
Victory Capital Management Inc. 0.01% Reduce -32.9% 703,928 $7.2M
Stifel Financial Corp. 0.01% Reduce -16.0% 694,656 $7.1M
Saraza Management, LP 2.11% New 675,000 $6.9M
JARISLOWSKY, FRASER Ltd 0.04% Add +19.9% 665,211 $6.8M
Kemnay Advisory Services Inc. 1.28% No change 664,444 $6.8M
Graypoint LLC 0.42% Add +0.0% 654,148 $6.7M
Groupe la Francaise 0.14% Reduce -4.2% 595,883 $6.6M
Northside Capital Management, LLC 1.07% Reduce -6.8% 644,602 $6.6M
Teacher Retirement System of Texas 0.03% Reduce -7.5% 629,088 $6.4M
Manufacturers Life Insurance Company, The 0.01% Add +25.5% 621,580 $6.4M
Pathstone Holdings, LLC 0.03% Add +31.7% 617,541 $6.3M
Cerity Partners LLC 0.01% Add +4.4% 606,802 $6.2M
Intech Investment Management LLC 0.06% Reduce -27.8% 598,100 $6.1M
Walleye Trading LLC 0.17% Reduce -1.6% 594,814 $6.1M
CIBC Private Wealth Group LLC 0.01% Add +9.9% 599,238 $6.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +46.3% 576,208 $5.9M
Jane Street Group, LLC 0.01% Add +408.7% 573,533 $5.9M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +14.5% 573,462 $5.9M
Banco BTG Pactual S.A. 1.44% New 565,368 $5.8M
Artemis Investment Management LLP 0.09% Reduce -2.7% 556,410 $5.7M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -94.8% 550,262 $5.6M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -50.0% 540,291 $5.5M
Utah Retirement Systems 0.06% Add +38.0% 536,996 $5.5M
Hershey Trust Co. 0.06% New 529,064 $5.4M
Raymond James Financial Inc. 0.00% Add +56.6% 529,013 $5.4M
Group One Trading LLC 0.22% Add +85.4% 526,584 $5.4M
Asset Management One Co., Ltd. 0.02% Add +15.9% 505,540 $5.2M
In-Depth Partners, LLC 5.91% Add +18.8% 502,843 $5.1M
Kera Capital Partners, Inc. 1.51% New 496,636 $5.1M
Baader Bank Aktiengesellschaft 0.51% Add +40.3% 498,584 $5.1M
Fred Alger Management, LLC 0.03% Reduce -47.9% 468,297 $4.8M
HRT Financial LP 0.03% Reduce -38.9% 460,951 $4.7M
Lingohr Asset Management GmbH 1.18% New 459,680 $4.7M
Optiver Holding B.V. 0.18% Add +21373.4% 458,457 $4.7M
Xponance LLC 0.04% Add +6.3% 453,262 $4.6M
Cache Advisors, LLC 1.74% No change 441,918 $4.5M
Simplex Trading, LLC 0.16% Add +861.1% 439,923 $4.5M
Sterling Capital Management LLC 0.07% Reduce -16.8% 436,724 $4.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +1.4% 619,929 $4.4M
HRTG Gpe, LLC 1.04% — 422,959 $4.3M
Proem Advisors LLC 2.27% Reduce -0.6% 422,614 $4.3M
Nissay Asset Management Corp. /Japan 0.03% Add +69.7% 421,914 $4.3M
Kids Capital Management, L.P. 4.68% — 420,000 $4.3M
Silvercrest Asset Management Group LLC 0.03% New 419,848 $4.3M
Oak Grove Capital LLC 0.99% Reduce -14.4% 405,147 $4.1M
Exchange Traded Concepts, LLC 0.07% Reduce -12.0% 397,338 $4.1M
Creative Planning 0.00% Reduce -2.1% 396,951 $4.1M
BTG Pactual Asset Management US LLC 0.51% No change 385,544 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.6% 382,861 $3.9M
Commonwealth Equity Services, LLC 0.01% Add +170.3% 382,729 $3.9M
Wolverine Trading, LLC 0.12% Reduce -10.0% 375,447 $3.9M
Varma Mutual Pension Insurance Co 0.03% Reduce -13.1% 365,100 $3.7M
Great Lakes Advisors, LLC 0.03% Reduce -50.0% 362,445 $3.7M
Parametrica Management Ltd 6.25% Reduce -0.0% 362,363 $3.7M
Marex Group Ltd 0.07% Add +14.3% 357,421 $3.7M
Bank of Montreal 0.00% Add +4.5% 354,063 $3.6M
Cederberg Capital Ltd 1.39% Add +75.3% 350,600 $3.6M
Daiwa Securities Group Inc. 0.02% Add +97.6% 350,183 $3.6M
Federation des caisses Desjardins du Quebec 0.02% Add +132.0% 343,184 $3.5M
Fiera Capital Corp 0.01% Add +26.3% 342,025 $3.5M
Prudential PLC 0.02% Reduce -20.6% 338,095 $3.5M
M&T Bank Corp 0.01% Add +11.7% 334,512 $3.4M
VPR Management LLC 1.60% No change 322,600 $3.3M
DRW Securities, LLC 0.28% New 322,069 $3.3M
Triasima Portfolio Management inc. 0.64% Add +1.4% 316,356 $3.2M
BBR Partners, LLC 0.23% No change 316,026 $3.2M
Hosking Partners LLP 0.14% New 314,942 $3.2M
Rockefeller Capital Management L.P. 0.01% Add +20.8% 314,682 $3.2M
Hidden Lake Asset Management LP 3.11% New 307,680 $3.2M
Seldon Capital LP 1.98% Add +769.4% 307,108 $3.1M
Mariner, LLC 0.01% Reduce -82.8% 304,490 $3.1M
Macquarie Group Ltd. 0.00% Reduce -6.2% 287,295 $2.9M
Redwood Investments, LLC 1.10% No change 286,716 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +6.6% 282,317 $2.9M
Matthews International Capital Management LLC 0.60% Add +28.9% 281,650 $2.9M
IMC-Chicago, LLC 0.11% Reduce -13.3% 280,012 $2.9M
Tairen Capital Ltd 0.19% New 278,700 $2.9M
Van Eck Associates Corp. 0.00% Reduce -9.8% 276,261 $2.8M
Investure, LLC 0.18% New 264,145 $2.7M
US Bancorp \de 0.00% Add +6.8% 261,154 $2.7M
Finivi Inc. 2.15% Add +3.9% 260,769 $2.7M
Walleye Capital LLC 0.03% Add +428.4% 258,683 $2.6M
Jasper Ridge Partners, L.P. 0.08% No change 254,790 $2.6M
Sit Investment Associates Inc. 0.06% Reduce -8.9% 252,480 $2.6M
Caption Management, LLC 0.11% Add +670.4% 245,000 $2.5M
LMR Partners LLP 0.07% Add +267.7% 243,249 $2.5M
Temasek Holdings (Private) Ltd 0.01% New 243,170 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +84.2% 242,825 $2.5M
LBP Am SA 0.04% Add +14.8% 241,704 $2.5M
Thrivent Financial for Lutherans 0.01% Reduce -12.3% 219,226 $2.4M
Amalgamated Bank 0.02% Add +5.3% 227,585 $2.3M
Entropy Technologies, LP 0.23% New 227,481 $2.3M
Trexquant Investment LP 0.03% Reduce -80.9% 227,362 $2.3M
Kentucky Retirement Systems 0.07% New 221,529 $2.3M
Danske Bank A/S 0.01% Add +9.3% 220,900 $2.3M
Principal Financial Group Inc. 0.00% Reduce -18.6% 217,563 $2.2M
CenterBook Partners LP 0.14% New 213,137 $2.2M
Empowered Funds, LLC 0.03% Reduce -5.7% 212,861 $2.2M
D. E. Shaw & Co. 0.00% Reduce -92.1% 211,906 $2.2M
Dynamo Administracao de Recursos Ltda. 12.77% Reduce -69.0% 207,630 $2.1M
Udine Wealth Management, Inc. 1.42% New 206,932 $2.1M
SBI Securities Co., Ltd. 0.07% Add +22.9% 206,065 $2.1M
JT Stratford LLC 0.37% Add +13.4% 201,334 $2.1M
MetLife Investment Management, LLC 0.01% Add +1.8% 199,590 $2.0M
Cetera Investment Advisers 0.00% Add +2.1% 198,451 $2.0M
Capital Wealth Planning, LLC 0.02% Add +7.7% 196,605 $2.0M
Ethic Inc. 0.04% Add +16.1% 188,321 $2.0M
Caisse de depot et placement du Quebec 0.00% Reduce -49.2% 191,162 $2.0M
AXA S.A. 0.01% Reduce -26.8% 189,629 $1.9M
Verition Fund Management LLC 0.01% Add +520.5% 188,610 $1.9M
Cibc World Market Inc. 0.00% Reduce -2.8% 187,731 $1.9M
Symmetry Investments LP 0.17% New 185,555 $1.9M
Cloverfields Capital Group, LP 0.63% Reduce -0.4% 185,182 $1.9M
Schwartz Investment Counsel Inc. 0.06% Add +5.7% 184,500 $1.9M
Vident Advisory, LLC 0.03% Add +148.2% 181,068 $1.9M
Northwest & Ethical Investments L.P. 0.05% Reduce -22.3% 180,697 $1.9M
Equitable Trust Co. 0.10% Reduce -3.2% 180,562 $1.8M
SVB Wealth LLC 0.08% Add +0.8% 178,707 $1.8M
Titan Global Capital Management USA LLC 0.37% Reduce -2.8% 176,827 $1.8M
Advanced Portfolio Management, LLC 3.61% Reduce -36.4% 175,000 $1.8M
Glenmede Trust Co. NA 0.01% Add +78.4% 174,264 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +9.8% 171,834 $1.8M
Mercer Global Advisors Inc. 0.00% Reduce -5.7% 167,033 $1.7M
Fort Washington Investment Advisors Inc. 0.01% No change 165,942 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +517.9% 164,897 $1.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +52.4% 160,000 $1.6M
Gulf International Bank (UK) Ltd 0.06% Reduce -28.3% 160,033 $1.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +12.6% 156,523 $1.6M
Country Club Bank 0.11% New 154,507 $1.6M
NewEdge Advisors, LLC 0.01% Reduce -13.7% 153,640 $1.6M
CIBC Asset Management Inc 0.01% Add +3.2% 152,731 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Add +2532.1% 149,819 $1.5M
Hantz Financial Services, Inc. 0.03% Add +35.6% 149,081 $1.5M
Leonteq Securities AG 0.11% Add +86.3% 146,989 $1.5M
Bessemer Group Inc. 0.00% Add +2.2% 144,919 $1.5M
Hiddenite Capital Partners LP 1.33% Add +44.0% 144,000 $1.5M
Redwood Wealth Management Group, LLC 0.75% Add +154.8% 143,350 $1.5M
Whittier Trust Co. 0.02% Add +17.3% 142,545 $1.5M
Captrust Financial Advisors 0.00% Reduce -1.0% 141,984 $1.5M
Circle Wealth Management, LLC 0.03% Add +28.6% 141,088 $1.4M
Prudential Financial Inc. 0.00% Add +21.5% 140,970 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +2.0% 137,878 $1.4M
Orion Portfolio Solutions, LLC 0.01% Add +2.0% 137,878 $1.4M
Osaic Holdings, Inc. 0.00% Add +15.2% 137,127 $1.4M
Pitcairn Co. 0.08% Add +0.2% 136,145 $1.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 135,300 $1.4M
Townsquare Capital LLC 0.01% Add +41.1% 133,561 $1.4M
Paragon Capital Management Inc. 1.08% Add +28.5% 130,516 $1.3M
Acadian Asset Management LLC 0.00% Reduce -60.5% 130,278 $1.3M
Dark Forest Capital Management LP 0.06% Add +101.2% 128,643 $1.3M
First Trust Advisors LP 0.00% Reduce -91.9% 123,584 $1.3M
SummitTX Capital, L.P. 0.06% — 121,886 $1.2M
Shelton Wealth Management, LLC 0.70% Add +18.0% 119,792 $1.2M
TPG Financial Advisors, LLC 0.52% No change 114,911 $1.2M
Crossmark Global Holdings, Inc. 0.02% Add +0.5% 114,212 $1.2M
AustralianSuper Pty Ltd 0.01% New 113,868 $1.2M
Virtus Investment Advisers, LLC 0.32% New 112,403 $1.2M
Qtron Investments LLC 0.16% Add +29.4% 107,555 $1.1M
IFM Investors Pty Ltd 0.01% Add +46.4% 107,268 $1.1M
Prasad Wealth Partners, LLC 0.36% Add +220.5% 106,981 $1.1M
Corient Private Wealth LP 0.00% Add +5.6% 103,718 $1.1M
Guggenheim Capital LLC 0.01% Add +86.1% 102,739 $1.1M
Erste Asset Management GmbH 0.01% No change 100,000 $1.0M
Truist Financial Corp. 0.00% Reduce -2.2% 100,462 $1.0M
HighVista Strategies LLC 0.39% Reduce -20.3% 99,737 $1.0M
Swiss Life Asset Management Ltd 0.01% New 96,182 $985K
Harbour Capital Advisors, LLC 0.24% Add +29.7% 95,070 $976K
Kentucky Retirement Systems Insurance Trust Fund 0.07% New 94,355 $966K
Advisory Services Network, LLC 0.02% Add +43.7% 94,090 $963K
MML Investors Services, LLC 0.00% Add +3.2% 93,508 $958K
Corebridge Financial, Inc. 0.01% Add +2.0% 93,138 $954K
Yousif Capital Management, LLC 0.01% Add +1.6% 92,920 $952K
Sig Brokerage, LP 0.28% New 92,765 $950K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.45% Add +865.6% 92,700 $949K
Elevation Point Wealth Partners, LLC 0.08% Reduce -12.4% 92,289 $945K
Clearbridge Investments, LLC 0.00% Reduce -0.1% 91,808 $940K
Man Group plc 0.00% Reduce -68.7% 90,469 $926K
Snowden Capital Advisors LLC 0.03% Add +0.9% 90,131 $923K
MRP Capital Investments, LLC 0.86% Add +22.0% 89,850 $920K
Adalta Capital Management LLC 0.49% Reduce -15.7% 89,797 $920K
AlTi Global, Inc. 0.02% Add +653.4% 89,342 $915K
Machina Capital S.A.S. 0.27% New 89,330 $915K
Compass Group LLC 5.18% Add +55.0% 89,087 $912K
Virtu Financial LLC 0.05% Reduce -77.3% 87,569 $897K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -26.7% 87,190 $893K
Cigna Investments Inc. 0.17% Add +8.2% 86,658 $888K
CastleKnight Management LP 0.10% No change 85,600 $877K
O'shaughnessy Asset Management, LLC 0.01% Add +11.7% 84,922 $870K
SG Americas Securities, LLC 0.00% Add +212.1% 83,401 $854K
Avantax Advisory Services, Inc. 0.01% Add +9.2% 82,960 $850K
Empire Financial Management Company, LLC 0.26% Add +39.5% 81,775 $837K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +4.6% 81,362 $833K
Magnus Financial Group LLC 0.08% No change 78,957 $809K
DekaBank Deutsche Girozentrale 0.00% No change 79,585 $801K
Private Advisor Group, LLC 0.00% Reduce -2.7% 77,710 $796K
XTX Topco Ltd 0.04% Add +117.2% 77,582 $794K
Rakuten Investment Management, Inc. 0.00% — 76,606 $793K
Janus Henderson Group PLC 0.00% Reduce -18.2% 76,412 $790K
Janney Montgomery Scott LLC 0.00% Add +463.3% 76,891 $787K
Avestar Capital, LLC 0.07% Add +42.0% 76,403 $782K
Frank, Rimerman Advisors LLC 0.06% No change 75,175 $770K
Cwm, LLC 0.00% Add +40.2% 75,008 $768K
Synovus Financial Corp. 0.01% New 74,183 $760K
Prelude Capital Management, LLC 0.08% Add +34.8% 74,163 $759K
Gilder Gagnon Howe & Co. LLC 0.01% Reduce -86.5% 73,428 $752K
OneDigital Investment Advisors LLC 0.01% Reduce -2.1% 71,777 $735K
Pathway Capital Management, LP 4.23% New 71,647 $734K
Salvus Wealth Management, LLC 0.45% Add +3.7% 69,500 $712K
Centiva Capital, LP 0.04% Reduce -73.6% 69,474 $711K
Legacy Bridge, LLC 0.39% Add +4.5% 68,790 $704K
Whittier Trust Co. of Nevada Inc. 0.02% Add +28.8% 68,544 $702K
Partners Capital Investment Group, LLP 0.01% New 67,788 $694K
Connable Office Inc. 0.07% Reduce -5.3% 67,736 $694K
Choreo, LLC 0.01% Reduce -4.7% 67,477 $691K
Rathbones Group PLC 0.00% New 67,390 $690K
SRN Advisors, LLC 0.77% Reduce -36.0% 67,333 $689K
Oppenheimer & Co. Inc. 0.01% Add +12.7% 66,983 $686K
IPG Investment Advisors LLC 0.15% Add +81.4% 66,852 $685K
Vestmark Advisory Solutions, Inc. 0.02% Add +56.7% 66,328 $679K
Wedbush Securities Inc. 0.02% Add +9.3% 65,533 $671K
SkyView Investment Advisors, LLC 0.10% Add +13.9% 65,221 $668K
PARUS FINANCE (UK) Ltd 0.22% Add +293.4% 64,273 $658K
NewEdge Wealth, LLC 0.01% Reduce -10.1% 64,030 $656K
Citizens Financial Group Inc. 0.01% Reduce -3.4% 63,902 $654K
Shell Asset Management Co. 0.03% Add +7.8% 62,124 $636K
Sand Hill Global Advisors, LLC 0.03% Reduce -2.8% 62,069 $636K
Ulysses Management LLC 0.16% Add +71.4% 60,000 $614K
Knollwood Investment Advisory, LLC 0.07% No change 59,800 $612K
Atria Investments, Inc 0.01% Reduce -26.3% 58,860 $603K
Triumph Capital Management 0.19% Add +38.7% 57,019 $584K
Carolina Wealth Advisors, LLC 0.31% Add +291.7% 56,563 $579K
Capital International Sarl 0.01% Add +61.2% 56,422 $578K
Intellectus Partners, LLC 0.14% New 56,190 $575K
Kestra Advisory Services, LLC 0.00% Add +26.4% 54,741 $561K
IFP Advisors, Inc 0.02% Reduce -14.7% 54,331 $556K
Harbour Investments, Inc. 0.02% Reduce -14.4% 54,205 $555K
Nomura Holdings Inc. 0.00% Add +70.2% 54,140 $554K
ABN AMRO Bank N.V. 0.01% Reduce -10.9% 52,980 $542K
C WorldWide Group Holding A/S 0.01% Add +8.0% 52,857 $541K
GM Advisory Group, LLC 0.03% New 51,410 $526K
Penbrook Management LLC 0.40% Add +3.0% 51,190 $524K
Stokes Family Office, LLC 0.06% Add +363.6% 51,000 $522K
State of Wyoming 0.07% Add +39.6% 50,753 $520K
Mount Lucas Management LP 0.24% Add +42.9% 50,000 $512K
LWM Advisory Services, LLC 0.35% Reduce -28.3% 49,799 $510K
Legacy Wealth Asset Management, LLC 0.14% Reduce -0.2% 49,794 $510K
New Vernon Investment Management LLC 0.68% Add +765.3% 49,324 $505K
AdvisorNet Financial, Inc 0.04% Add +15.2% 49,092 $503K
Arkfeld Wealth Strategies, L.L.C. 0.22% Reduce -12.3% 45,840 $501K
MBM Wealth Consultants, LLC 0.15% Add +5.9% 48,426 $496K
Gladstone Institutional Advisory LLC 0.02% Add +24.8% 47,414 $486K
Tower Research Capital LLC (TRC) 0.01% Reduce -61.4% 46,765 $479K
Rakuten Securities, Inc. 0.24% Reduce -6.8% 46,722 $478K
Ossiam 0.01% Reduce -3.5% 46,110 $472K
LRT Capital Management, LLC 0.32% Add +80.9% 45,771 $469K
Clear Harbor Asset Management, LLC 0.04% New 45,718 $468K
Oak Thistle LLC 0.09% New 44,956 $460K
Princeton Capital Management LLC 0.16% Reduce -7.8% 44,896 $460K
Mirabella Financial Services LLP 0.02% New 43,487 $447K
Flow Traders U.S. LLC 0.02% New 43,424 $445K
Gsa Capital Partners LLP 0.04% Reduce -23.4% 42,943 $440K
Thoroughbred Financial Services, LLC 0.03% Add +1.2% 43,045 $440K
HAP Trading, LLC 0.16% Reduce -1.4% 42,577 $436K
1858 Wealth Management, LLC 0.37% Add +110.5% 42,490 $435K
Verdence Capital Advisors LLC 0.03% Add +8.4% 42,353 $434K
Personal Cfo Solutions, LLC 0.09% Reduce -19.1% 42,082 $431K
Caitong International Asset Management Co., Ltd 0.32% Reduce -48.4% 41,609 $426K
Insigneo Advisory Services, LLC 0.04% Add +56.0% 41,463 $425K
MMBG Investment Advisors Co. 0.05% No change 40,515 $415K
Nwam LLC 0.04% Add +33.7% 40,355 $413K
Massar Capital Management, LP 0.49% New 40,000 $410K
Exencial Wealth Advisors, LLC 0.01% Add +0.1% 38,696 $396K
Cornerstone Wealth Group, LLC 0.03% Reduce -0.2% 37,668 $386K
Compound Planning, Inc. 0.02% Reduce -0.7% 37,535 $384K
Advisors Asset Management, Inc. 0.01% Add +11.4% 37,295 $382K
Marcum Wealth, LLC 0.03% Reduce -0.7% 36,128 $370K
Dynamic Technology Lab Private Ltd 0.05% Add +222.3% 35,952 $368K
Ellevest, Inc. 0.02% Reduce -7.8% 35,846 $367K
Platform Technology Partners 0.10% Reduce -1.5% 35,146 $360K
Accuvest Global Advisors 0.30% Add +4.3% 34,866 $357K
Jones Financial Companies LLLP 0.00% Add +98.3% 33,923 $351K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.2% 34,228 $350K
FDx Advisors, Inc. 0.11% Reduce -0.5% 34,110 $349K
Sciencast Management LP 0.08% Reduce -62.8% 34,035 $349K
Financial Advocates Investment Management 0.02% Add +1.2% 33,504 $343K
ANTIPODES PARTNERS Ltd 0.01% Add +56.2% 33,039 $338K
Financial Perspectives, Inc 0.12% Add +7.7% 32,919 $337K
BIT Capital GmbH 0.04% Add +116.3% 32,798 $336K
Emerald Advisers, LLC 0.02% Reduce -49.2% 32,759 $335K
D.A. Davidson & Co. 0.00% Add +4.9% 32,595 $334K
Squarepoint Ops LLC 0.00% Reduce -99.2% 32,330 $331K
Ping Capital Management, Inc. 0.22% New 32,300 $331K
Ask Capital Management, LLC 0.11% New 32,238 $330K
Broderick Brian C 0.07% New 31,464 $322K
Brown Advisory Inc. 0.00% Add +32.3% 31,371 $321K
Two Sigma Advisers, LP 0.00% Reduce -97.3% 31,000 $317K
Wedmont Private Capital 0.02% Add +38.7% 29,781 $314K
Solstein Capital, LLC 0.18% No change 30,400 $311K
Dakota Wealth Management 0.01% Reduce -4.0% 30,134 $309K
Marathon Trading Investment Management LLC 0.17% New 30,000 $307K
Segall Bryant & Hamill, LLC 0.00% No change 29,153 $299K
Blue Trust, Inc. 0.00% Add +33.4% 29,051 $297K
Jump Financial, LLC 0.00% Reduce -89.3% 28,895 $296K
Park Avenue Securities LLC 0.00% Reduce -9.1% 28,813 $295K
Blair William & Co. 0.00% Reduce -33.3% 27,355 $280K
Tradition Wealth Management, LLC 0.02% Add +77.6% 27,043 $277K
Americana Partners, LLC 0.01% Add +26.2% 27,020 $277K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -66.2% 26,940 $276K
WINTON GROUP Ltd 0.02% New 26,824 $275K
Vaughan Nelson Investment Management, L.P. 0.00% Reduce -90.8% 26,520 $272K
Integrated Wealth Concepts LLC 0.00% Reduce -55.0% 26,421 $271K
Gibbs Wealth Management 0.07% Add +62.1% 26,413 $270K
DAVENPORT & Co LLC 0.00% Add +2.0% 26,000 $266K
Sanctuary Advisors, LLC 0.00% Add +1.8% 25,853 $265K
AMF Tjanstepension AB 0.00% New 25,603 $262K
Quantum Portfolio Management LLC 0.13% New 25,242 $258K
Leavell Investment Management, Inc. 0.01% New 24,790 $254K
Apollon Wealth Management, LLC 0.01% New 24,552 $251K
Seven Mile Advisory 0.17% Add +0.3% 24,551 $251K
HB Wealth Management, LLC 0.00% Add +38.4% 24,450 $250K
Cercano Management LLC 0.01% No change 24,359 $249K
Banco Santander, S.A. 0.00% Add +26.4% 24,001 $246K
Larson Financial Group LLC 0.01% Add +1433.5% 23,677 $242K
Cresset Asset Management, LLC 0.00% Reduce -41.1% 23,562 $241K
Venturi Wealth Management, LLC 0.01% Add +25.4% 23,347 $239K
First Western Trust Bank 0.01% Reduce -0.2% 22,865 $234K
Claro Advisors Inc. 0.03% Add +3.8% 22,751 $233K
Arlington Capital Management, Inc. 0.18% Reduce -5.8% 22,642 $232K
Hamilton Capital Partners Inc. 0.01% Reduce -53.5% 22,600 $231K
Bleakley Financial Group, LLC 0.01% Add +46.6% 22,209 $227K
Evergreen Capital Management LLC 0.01% Add +4.2% 21,982 $225K
Coldstream Capital Management Inc. 0.00% Reduce -2.3% 21,955 $225K
CHICAGO TRUST Co NA 0.04% Add +115.7% 21,685 $222K
Transcend Capital Advisors, LLC 0.02% Add +0.3% 21,625 $221K
Panagora Asset Management Inc. 0.00% Reduce -97.2% 21,239 $217K
Mesirow Financial Investment Management, Inc. 0.00% Add +18.8% 20,605 $211K
Metis Global Partners, LLC 0.01% Add +7.9% 20,333 $208K
Krane Funds Advisors LLC 0.01% Reduce -7.8% 20,322 $208K
Quattro Financial Advisors LLC 0.07% Reduce -20.0% 20,000 $205K
Canvas Wealth Advisors, LLC 0.05% New 18,130 $203K
Interchange Capital Partners, LLC 0.05% New 18,726 $192K
Cary Street Partners Financial LLC 0.01% No change 18,561 $190K
Pinnacle Associates Ltd. 0.00% Add +0.8% 18,107 $185K
Breakwater Capital Group 0.03% New 18,074 $185K
Fox Run Management, L.L.C. 0.03% New 17,704 $181K
Aptus Capital Advisors, LLC 0.00% Add +7.0% 17,638 $181K
Portside Wealth Group, LLC 0.03% Add +50.8% 17,625 $180K
Merit Financial Group, LLC 0.00% Add +14.9% 17,590 $180K
Alliance Wealth Advisors, LLC 0.05% Add +17.6% 17,298 $177K
Northwest Wealth Management, LLC 0.03% Add +2.8% 17,099 $175K
Shufro Rose & Co. LLC 0.01% No change 17,045 $175K
Northwestern Mutual Wealth Management Co. 0.00% Add +28.8% 16,939 $173K
Syon Capital LLC 0.01% New 16,817 $172K
Rothschild Investment LLC 0.01% Add +46.5% 16,625 $170K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -14.7% 16,500 $169K
Fullcircle Wealth LLC 0.07% New 13,863 $168K
Pinnacle Wealth Planning Services, Inc. 0.03% New 16,271 $167K
Focus Partners Advisor Solutions, LLC 0.00% Add +5.5% 15,974 $164K
Atria Wealth Solutions, Inc. 0.00% New 15,861 $162K
Boothbay Fund Management, LLC 0.01% Add +38.6% 15,756 $161K
AssuredPartners Investment Advisors, LLC 0.03% New 15,659 $160K
Focus Financial Network, Inc. 0.01% New 15,438 $158K
Granite Group Advisors, LLC 0.11% No change 15,429 $158K
Dauntless Investment Group, LLC 0.57% New 15,000 $154K
Campbell Capital Management Inc. 0.09% Add +200.0% 15,000 $154K
Western Wealth Management, LLC 0.01% New 14,898 $153K
Los Angeles Capital Management LLC 0.00% No change 14,862 $152K
Schonfeld Strategic Advisors LLC 0.00% New 14,797 $152K
Assetmark, Inc. 0.00% Reduce -18.4% 14,713 $151K
Sepio Capital, LP 0.01% New 14,696 $150K
Perigon Wealth Management, LLC 0.00% Add +8.4% 14,641 $150K
Tectonic Advisors LLC 0.01% Add +36.5% 14,569 $149K
Summit Trail Advisors, LLC 0.00% New 14,539 $149K
Park National Corp. 0.01% Reduce -3.4% 14,279 $146K
Good Life Advisors, LLC 0.01% Add +7.5% 14,275 $146K
Private Wealth Partners, LLC 0.01% No change 13,900 $142K
Parallel Advisors, LLC 0.00% Add +12.9% 13,701 $140K
Agf Management Ltd. 0.00% Add +1.0% 13,587 $139K
LRI Investments, LLC 0.01% Reduce -16.9% 13,455 $138K
Ballentine Partners, LLC 0.00% New 13,405 $137K
Covestor Ltd 0.09% Add +21.6% 13,348 $137K
Sivia Capital Partners, LLC 0.06% New 13,343 $137K
Garden State Investment Advisory Services LLC 0.04% New 13,088 $134K
United Capital Financial Advisors, LLC 0.00% Add +17.1% 13,070 $134K
Sowell Financial Services LLC 0.01% New 12,659 $130K
PharVision Advisers, LLC 0.18% Reduce -67.3% 12,577 $129K
TriaGen Wealth Management LLC 0.05% Add +13.6% 12,500 $128K
Paradice Investment Management LLC 0.03% Add +15.7% 12,377 $127K
Nebula Research & Development LLC 0.01% New 12,177 $125K
James Investment Research, Inc. 0.02% Reduce -12.0% 12,094 $124K
Ascent Group, LLC 0.01% New 11,917 $122K
Banque Cantonale Vaudoise 0.01% — 11,955 $122K
Black Swift Group, LLC 0.03% Reduce -94.7% 11,750 $120K
Rafferty Asset Management, LLC 0.00% Reduce -29.6% 11,743 $120K
Stonekeep Investments, LLC 0.09% Add +6.9% 11,709 $120K
Arax Advisory Partners 0.01% Add +27.0% 11,621 $119K
Harbour Investment Management LLC 0.05% Reduce -6.9% 11,603 $119K
Matauro, LLC 0.02% No change 11,539 $118K
Core Wealth Partners LLC 0.07% New 11,500 $118K
Fortis Capital Management LLC 0.02% Reduce -13.3% 11,492 $118K
PDT Partners, LLC 0.01% Reduce -95.7% 11,404 $117K
Verus Capital Partners, LLC 0.01% New 11,203 $115K
Signaturefd, LLC 0.00% Add +190.7% 11,149 $114K
PDS Planning, Inc 0.01% New 11,124 $114K
Allspring Global Investments Holdings, LLC 0.00% New 10,820 $113K
Kovack Advisors, Inc. 0.01% No change 10,750 $110K
Delta Asset Management LLC 0.01% No change 10,740 $110K
Independent Advisor Alliance 0.00% New 10,699 $110K
Cloud Capital Management, LLC 0.08% — 10,735 $109K
Eisler Capital Management Ltd. 0.00% New 10,499 $107K
EP Wealth Advisors, LLC 0.00% New 10,392 $106K
Jessup Wealth Management, Inc 0.04% No change 10,289 $105K
Eagle Rock Investment Company, LLC 0.02% New 10,144 $104K
Caas Capital Management LP 0.05% New 10,130 $104K
Heritage Wealth Management, Inc. 0.09% No change 10,000 $102K
Advisor Resource Council 0.01% New 10,000 $102K
UMB Bank, n.a. 0.00% Reduce -11.4% 9,251 $95K
Quarry LP 0.02% Reduce -2.0% 8,913 $91K
Smartleaf Asset Management LLC 0.01% Add +51.1% 8,725 $90K
Ridgewood Investments LLC 0.04% No change 8,764 $90K
Headlands Technologies LLC 0.01% New 8,607 $88K
Berbice Capital Management LLC 0.07% Reduce -11.1% 8,000 $82K
NFSG Corp 0.02% No change 8,000 $82K
MAI Capital Management 0.00% Reduce -11.1% 7,984 $82K
Wilmington Savings Fund Society, FSB 0.00% Add +508.9% 7,879 $81K
GAMMA Investing LLC 0.01% Add +111.9% 7,050 $72K
CENTRAL TRUST Co 0.00% Add +4642.9% 6,640 $68K
Whipplewood Advisors, LLC 0.04% Reduce -41.3% 3,517 $62K
Focused Wealth Management, Inc 0.01% New 6,000 $61K
Nisa Investment Advisors, LLC 0.00% New 6,000 $61K
Opal Wealth Advisors, LLC 0.02% New 5,749 $59K
Ancora Advisors LLC 0.00% No change 5,712 $58K
Cliffwater LLC 0.01% No change 5,472 $56K
Orion Capital Management LLC 0.02% Add +10.4% 5,300 $54K
WASHINGTON TRUST Co 0.00% Reduce -29.6% 4,768 $49K
GFG Capital, LLC 0.01% New 4,340 $44K
Farther Finance Advisors, LLC 0.00% Add +128.7% 4,250 $44K
Richards, Merrill & Peterson, Inc. 0.02% Add +43.6% 4,115 $42K
MassMutual Private Wealth & Trust, FSB 0.00% Add +51.4% 3,815 $39K
WPG Advisers, LLC 0.04% Reduce -20.9% 3,700 $38K
TFC Financial Management, Inc. 0.00% Add +74.1% 3,114 $32K
Harvest Fund Management Co., Ltd 0.00% Reduce -42.4% 3,057 $31K
Capital Analysts, LLC 0.00% New 3,051 $31K
Piscataqua Savings Bank 0.03% No change 3,000 $31K
GeoWealth Management, LLC 0.00% Reduce -17.0% 2,967 $30K
Lanark Financial, Inc. 0.00% — 2,861 $29K
Sandy Spring Bank 0.00% Add +107.7% 2,700 $28K
Quadrant Capital Group LLC 0.00% Reduce -42.5% 2,497 $26K
Turim 21 Investimentos Ltda. 0.01% No change 2,450 $25K
First Horizon Advisors, Inc. 0.00% Add +23.4% 2,409 $25K
Anchor Investment Management, LLC 0.00% No change 2,400 $25K
V-Square Quantitative Management LLC 0.00% New 2,325 $24K
Clearstead Advisors, LLC 0.00% Add +2.7% 2,307 $24K
EverSource Wealth Advisors, LLC 0.00% Add +87.9% 2,304 $24K
Grove Bank & Trust 0.00% Add +31414.3% 2,206 $23K
PFS Partners, LLC 0.01% No change 2,018 $21K
Asset Dedication, LLC 0.00% Reduce -10.0% 1,992 $20K
Huntington National Bank 0.00% Add +84.5% 1,989 $20K
Versant Capital Management, Inc 0.00% Add +30.1% 1,913 $20K
Brooklyn Investment Group 0.00% Add +1602.7% 1,907 $20K
Crewe Advisors LLC 0.00% New 1,900 $19K
Meeder Asset Management Inc. 0.00% Add +113.3% 1,881 $19K
Ameriflex Group, Inc. 0.01% No change 1,850 $19K
Aventura Private Wealth, LLC 0.01% No change 1,695 $17K
Fifth Third Bancorp 0.00% No change 1,633 $17K
Lindbrook Capital, LLC 0.00% Add +68.8% 1,619 $17K
Glass Jacobson Investment Advisors llc 0.01% No change 1,519 $16K
Toth Financial Advisory Corp. 0.00% No change 1,520 $16K
Geneos Wealth Management Inc. 0.00% Reduce -4.1% 1,395 $14K
Sittner & Nelson, LLC 0.01% No change 1,300 $13K
Allworth Financial LP 0.00% Add +40.3% 961 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 1,050 $11K
Raelipskie Partnership 0.01% No change 1,000 $10K
Quent Capital, LLC 0.00% No change 923 $9K
Cornerstone Planning Group LLC 0.00% New 805 $9K
JFS Wealth Advisors, LLC 0.00% Add +14.7% 860 $9K
TD Waterhouse Canada Inc. 0.00% Reduce -83.7% 800 $8K
Principal Securities, Inc. 0.00% No change 798 $8K
Parkside Financial Bank & Trust 0.00% Add +64.1% 796 $8K
Binnacle Investments Inc 0.01% — 772 $8K
Global Wealth Strategies & Associates 0.00% No change 750 $8K
Compass Wealth Management LLC 0.00% No change 725 $7K
Finley Financial, LLC 0.00% No change 570 $7K
Hexagon Capital Partners LLC 0.00% Reduce -58.8% 618 $6K
Winch Advisory Services, LLC 0.00% No change 600 $6K
Activest Wealth Management 0.00% Add +1.2% 579 $6K
Spire Wealth Management 0.00% Add +4.2% 547 $6K
West Oak Capital, LLC 0.00% Reduce -71.8% 550 $6K
Stonebridge Financial Group, LLC 0.00% New 440 $5K
ORG Partners LLC 0.00% New 405 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 400 $4K
Winthrop Capital Management, LLC 0.00% New 421 $4K
Avion Wealth 0.00% No change 400 $4K
Blume Capital Management, Inc. 0.00% New 340 $3K
Bell Investment Advisors, Inc 0.00% No change 325 $3K
Raffa Wealth Management, LLC 0.00% No change 321 $3K
VSM Wealth Advisory, LLC 0.00% No change 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% No change 231 $2K
Accent Capital Management, LLC 0.00% New 218 $2K
NewSquare Capital LLC 0.00% New 214 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 200 $2K
Brown Brothers Harriman & Co. 0.00% No change 198 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 160 $2K
Inlight Wealth Management, LLC 0.00% New 178 $2K
Carolinas Wealth Consulting LLC 0.00% No change 160 $2K
Cromwell Holdings LLC 0.00% New 156 $2K
True Wealth Design, LLC 0.00% New 153 $2K
TD Private Client Wealth LLC 0.00% Add +12.9% 131 $1K
Clearstead Trust, LLC 0.00% New 127 $1K
Physician Wealth Advisors, Inc. 0.00% New 107 $1K
CoreCap Advisors, LLC 0.00% Add +38.7% 104 $1K
Financial Network Wealth Advisors LLC 0.00% New 102 $1K
Transce3nd, LLC 0.00% No change 100 $1K
Sierra Ocean, LLC 0.00% No change 92 $942
Private Trust Co. NA 0.00% New 81 $829
Plante Moran Financial Advisors, LLC 0.00% New 74 $758
Manchester Capital Management LLC 0.00% No change 63 $646
Kimelman & Baird, LLC 0.00% No change 55 $564
American Capital Advisory, LLC 0.00% New 50 $512
WealthTrak Capital Management LLC 0.00% Add +125.0% 45 $461
SouthState Bank Corp 0.00% New 35 $359
Perritt Capital Management Inc 0.00% No change 30 $307
Abound Wealth Management 0.00% Reduce -18.8% 26 $267
Mather Group, Llc. 0.00% No change 26 $266
High Note Wealth, LLC 0.00% New 25 $256
Highline Wealth Partners LLC 0.00% New 22 $225
Private Wealth Asset Management, LLC 0.00% — 20 $205
Vision Financial Markets LLC 0.00% New 16 $164
MV Capital Management, Inc. 0.00% Add +400.0% 15 $154
North Capital, Inc. 0.00% — 14 $143
Creative Financial Designs Inc. 0.00% Reduce -92.7% 10 $102
FNY Investment Advisers, LLC 0.00% New 1 $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.