Nu Holdings Ltd./Cayman Isl-ANU

13F holders, Q3 2025 (September 30)
802holders +18
107new positions
87sold out
19famous investors
$15.99avg. 13F price*

At the end of Q3 2025, 802 institutions reported holding Nu Holdings Ltd./Cayman Isl-A (NU) in their 13F filings, up 18 from Q2 2025. 107 opened new positions and 87 sold out. The largest holders were BlackRock, Inc. ($4.6B), Baillie Gifford & Co. ($4.0B) and Capital Research Global Investors ($3.0B). 19 famous investors held it, including Lee Ainslie (4.5% of Maverick Capital's portfolio), Stephen Mandel (3.0% of Lone Pine Capital's portfolio) and Alex Sacerdote (2.3% of Whale Rock Capital Management's portfolio).

Company
Nu Holdings Ltd./Cayman Isl-A
Filed as
NU HLDGS LTD (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions107$1.1B
Exits87$1.4B

All 13F filers, Q2 2025 → Q3 2025: 351,411,662 shares bought and 305,803,668 shares sold, net +45,607,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 802 holders

BlackRock, Inc. 0.08% Add +8.2% 289,428,089 $4.6B
Baillie Gifford & Co. 2.98% Reduce -3.6% 251,459,587 $4.0B
Capital Research Global Investors 0.56% Reduce -5.3% 184,607,140 $3.0B
Morgan Stanley 0.11% Add +9.5% 117,931,624 $1.9B
JPMorgan Chase & Co. 0.10% Reduce -2.1% 93,386,543 $1.5B
State Street Corp. 0.05% Add +0.3% 91,478,395 $1.5B
WCM Investment Management, LLC 2.47% Add +0.9% 74,478,698 $1.2B
FMR LLC 0.05% Reduce -1.0% 64,170,037 $1.0B
Technology Crossover Management X, Ltd. 75.20% No change 55,781,448 $893.1M
Sands Capital Management, LLC 2.23% Reduce -7.2% 50,562,162 $809.5M
Coatue Management 1.86% Reduce -2.4% 47,298,775 $757.3M
Bank of America Corp. 0.05% Add +29.2% 38,767,708 $620.7M
T. Rowe Price Associates Inc. 0.07% Add +19.4% 38,386,262 $614.6M
Kontiki Capital Management (HK) Ltd. 32.49% Reduce -1.3% 38,130,796 $610.5M
Goldman Sachs Group Inc. 0.08% Add +57.8% 34,077,664 $545.6M
Legal & General Group Plc 0.11% Add +5.0% 30,176,407 $483.1M
Marshall Wace, LLP 0.52% Add +98.3% 29,141,505 $466.6M
Northern Trust Corp. 0.06% Add +5.0% 28,211,448 $451.7M
Ribbit Management Company, LLC 21.37% Reduce -4.1% 28,111,640 $450.1M
FIL Ltd 0.35% Reduce -5.5% 27,565,818 $441.3M
Orbis Allan Gray Ltd 1.88% Add +44.6% 27,296,532 $437.0M
Geode Capital Management, LLC 0.03% Add +9.5% 26,681,758 $423.8M
Canada Pension Plan Investment Board 0.29% Add +30.2% 25,664,689 $410.9M
Lone Pine Capital 2.96% New 25,406,449 $406.8M
Vanguard Group Inc. 0.01% Add +7.9% 23,777,440 $380.7M
Ameriprise Financial Inc. 0.09% Add +33.6% 23,149,021 $370.6M
Jennison Associates LLC 0.20% Reduce -48.6% 21,561,147 $345.2M
Maverick Capital 4.50% Reduce -3.4% 20,990,656 $336.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -12.5% 19,749,358 $316.2M
William Blair Investment Management, LLC 0.81% Add +182.9% 19,449,424 $311.4M
Arrowstreet Capital, Limited Partnership 0.19% Add +276.9% 18,416,144 $294.8M
Softbank Group Corp. 1.10% Reduce -15.1% 17,842,116 $285.7M
Assenagon Asset Management S.A. 0.38% Add +91.9% 16,101,679 $257.8M
Renaissance Technologies 0.34% Reduce -4.0% 16,040,371 $256.8M
Two Sigma Investments, LP 0.40% Add +115.5% 15,424,872 $247.0M
Amundi 0.08% Add +9.9% 15,484,985 $238.2M
Coronation Fund Managers Ltd. 12.41% Reduce -7.2% 14,856,027 $237.8M
Atmos Capital Gestao DE Recursos Ltda. 32.27% Add +14.4% 14,261,084 $228.3M
a16z Perennial Management, L.P. 17.93% Reduce -9.3% 14,135,100 $226.3M
SurgoCap Partners LP 6.36% Add +14.7% 14,005,429 $224.2M
Sumitomo Mitsui Trust Group, Inc. 0.13% Add +14.2% 13,695,159 $219.3M
Nuveen, LLC 0.06% Add +3.5% 13,309,694 $213.1M
Two Sigma Advisers, LP 0.41% Add +506.1% 12,746,000 $204.1M
Aberdeen Group plc 0.32% Reduce -2.0% 12,743,741 $200.5M
Whale Rock Capital Management 2.34% Reduce -30.4% 12,418,659 $198.8M
Robeco Institutional Asset Management B.V. 0.29% Reduce -1.8% 12,325,593 $197.3M
Barclays PLC 0.07% Add +60.0% 11,789,022 $188.7M
Squadra Investments - Gestao DE Recursos Ltda. 43.45% Add +26.0% 11,554,373 $185.0M
Wasatch Advisors LP 0.96% Reduce -12.7% 11,174,185 $178.9M
Tiger Global Management 0.55% No change 11,032,555 $176.6M
Washington University 94.77% Add +1.5% 10,566,927 $169.2M
Artisan Partners Limited Partnership 0.24% Reduce -27.1% 10,455,872 $167.4M
Fisher Asset Management 0.06% Add +0.5% 10,438,299 $167.1M
Jacobs Levy Equity Management, Inc. 0.66% Add +211.2% 10,379,962 $166.2M
Capital World Investors 0.02% Add +1.2% 10,345,580 $165.6M
D1 Capital Partners 1.87% Reduce -57.8% 10,178,933 $163.0M
Advent International, L.P. 3.24% Reduce -14.8% 10,057,459 $161.0M
Russell Investments Group, Ltd. 0.17% Add +84.5% 9,532,792 $152.6M
Sei Investments Co. 0.16% Reduce -10.1% 9,506,890 $152.2M
UBS Group AG 0.03% Reduce -45.7% 9,061,927 $145.1M
Citigroup Inc. 0.09% Add +89.3% 8,532,718 $136.6M
BNP Paribas Financial Markets 0.11% Reduce -35.8% 8,509,242 $136.2M
Palestra Capital Management LLC 4.41% New 8,400,684 $134.5M
American Century Companies Inc. 0.07% Add +59.7% 8,234,549 $131.8M
Capital International Investors 0.02% Reduce -56.0% 7,929,155 $126.9M
Bank of New York Mellon Corp 0.02% Reduce -5.5% 7,792,684 $124.8M
Swiss National Bank 0.07% Add +5.3% 7,646,313 $122.4M
Mitsubishi UFJ Trust & Banking Corp 0.26% Add +28.1% 7,521,103 $120.4M
Axiom Investors LLC 0.86% Add +1125.8% 7,281,397 $116.6M
Ninety One UK Ltd 0.25% Add +603.5% 7,199,856 $115.3M
Sands Capital Alternatives, LLC 25.17% No change 7,175,434 $114.9M
Kora Management LP 12.15% Add +47.2% 7,148,000 $114.4M
Itau Unibanco Holding S.A. 3.64% Add +130.2% 6,684,418 $107.0M
Polar Capital Holdings Plc 0.48% Reduce -9.4% 6,256,747 $100.2M
Millennium Management 0.08% Reduce -53.0% 6,058,722 $97.0M
Man Group plc 0.19% Add +119.3% 5,905,794 $94.6M
California Public Employees Retirement System 0.06% Add +9.6% 5,761,091 $92.2M
1832 Asset Management L.P. 0.15% New 5,608,300 $89.8M
Manning & Napier Advisors LLC 1.12% Reduce -3.6% 5,487,582 $87.9M
Alliancebernstein L.P. 0.03% Reduce -15.5% 5,477,966 $87.7M
Los Angeles Capital Management LLC 0.30% Reduce -27.2% 5,437,128 $87.0M
Spear Holdings RSC Ltd 4.81% Add +63.5% 5,347,000 $85.6M
Royal Bank of Canada 0.01% Add +70.1% 5,236,051 $83.8M
Invesco Ltd. 0.01% Add +18.3% 5,156,169 $82.6M
Amova Asset Management Americas, Inc. 0.78% Add +27.0% 5,061,698 $81.0M
Dragoneer Investment Group, LLC 1.75% Reduce -50.0% 4,954,299 $79.3M
Sharp Capital Gestora de Recursos Ltda. 69.23% Add +10.4% 4,953,989 $79.3M
Jane Street Group, LLC 0.09% Reduce -64.0% 4,924,462 $78.8M
Candriam S.C.A. 0.41% Add +833.0% 4,870,000 $78.0M
Ieq Capital, LLC 0.24% Reduce -0.0% 4,847,360 $77.6M
Avala Global LP 3.18% Add +229.4% 4,810,600 $77.0M
Partners Group Holding AG 4.26% Add +3009.1% 4,796,686 $76.8M
Seven Springs Wealth Group, LLC 18.37% Reduce -31.1% 4,657,043 $74.6M
Pictet Asset Management Holding SA 0.07% Add +4.4% 4,641,797 $74.3M
Alta Park Capital, LP 7.32% Add +4.2% 4,539,234 $72.7M
Oaktree Capital Management 1.53% New 4,518,884 $72.3M
Royal London Asset Management Ltd. 0.15% Reduce -0.4% 4,464,516 $71.5M
Focus Partners Wealth 0.12% Reduce -27.3% 4,456,744 $71.4M
Holocene Advisors, LP 0.16% No change 4,300,000 $68.8M
New York State Common Retirement Fund 0.09% Add +5.8% 4,154,999 $66.5M
Allen Investment Management, LLC 0.72% Add +20.2% 4,035,297 $64.6M
Public Employees Retirement System of Ohio 0.20% Reduce -23.0% 4,025,286 $64.4M
Driehaus Capital Management LLC 0.46% Add +27.9% 4,016,759 $64.3M
Nwi Management LP 6.33% Add +100.0% 4,000,900 $64.1M
Comprehensive Financial Management LLC 1.71% Reduce -12.4% 3,854,648 $61.7M
Rhumbline Advisers 0.05% Add +3.6% 3,653,949 $58.5M
Tidal Investments LLC 0.24% Add +16.3% 3,600,009 $57.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +11.5% 3,566,494 $57.1M
Aviva PLC 0.10% Add +44.7% 3,520,997 $56.4M
ANTIPODES PARTNERS Ltd 1.25% Add +37.8% 3,492,217 $55.9M
Moore Capital Management, LP 1.13% New 3,462,251 $55.4M
Long Walk Management LP 11.10% Add +84.4% 3,430,000 $54.9M
Evergreen Quality Fund GP, Ltd. 1.22% Add +51.4% 3,423,240 $54.8M
USS Investment Management Ltd 0.25% Add +27.2% 3,308,124 $52.9M
Quantinno Capital Management LP 0.14% Add +244.2% 3,203,883 $51.3M
Envestnet Asset Management Inc. 0.01% Reduce -5.1% 3,195,158 $51.2M
Sylebra Capital LLC 2.82% Reduce -10.4% 3,186,526 $51.0M
Absoluto Partners Gestao de Recursos Ltda 36.56% Add +19.2% 3,166,186 $50.7M
NZS Capital, LLC 1.49% Add +26.6% 3,038,126 $48.6M
Voya Investment Management LLC 0.05% Add +573.2% 2,954,977 $47.3M
Franklin Resources Inc. 0.01% Add +0.1% 2,948,594 $47.2M
DNB Asset Management AS 0.17% Add +145.1% 2,832,135 $45.3M
State Board of Administration of Florida Retirement System 0.08% Reduce -1.4% 2,780,517 $44.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Add +472.4% 2,753,477 $44.1M
Public Sector Pension Investment Board 0.16% Add +0.8% 2,732,700 $43.8M
Wellington Management Group LLP 0.01% Add +306.2% 2,730,214 $43.7M
ThornTree Capital Partners LP 6.68% Reduce -3.1% 2,724,091 $43.6M
Andra AP-fonden 0.55% Add +8.6% 2,701,400 $43.2M
Azora Capital LP 1.93% Reduce -52.0% 2,607,082 $41.7M
Investment House LLC 1.94% Reduce -1.6% 2,556,819 $40.9M
Citadel Advisors 0.03% Reduce -81.6% 2,529,081 $40.5M
Atreides Management 1.04% Reduce -8.6% 2,509,389 $40.2M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Add +1087.7% 2,418,500 $38.7M
Mariner, LLC 0.05% Add +655.4% 2,397,826 $38.4M
Exchange Traded Concepts, LLC 0.36% Add +25.2% 2,360,833 $37.8M
Kinetic Partners Management, LP 1.80% No change 2,317,528 $37.1M
Ninety One North America, Inc. 1.63% New 2,249,382 $36.0M
Nordea Investment Management AB 0.03% New 2,184,031 $34.3M
Salem Investment Counselors Inc. 0.98% Reduce -6.3% 2,139,452 $34.3M
Balyasny Asset Management L.P. 0.07% Reduce -68.0% 2,105,345 $33.7M
Storebrand Asset Management As 0.09% Add +12.7% 2,101,569 $33.6M
First Trust Advisors LP 0.02% Add +1969.6% 2,088,465 $33.4M
State of New Jersey Common Pension Fund D 0.12% Add +9.7% 2,069,304 $33.1M
Untitled Investments LP 8.56% New 1,979,677 $31.7M
Senator Investment Group LP 1.16% Add +46.0% 1,960,202 $31.4M
Nomura Asset Management Co. Ltd. 0.08% Add +4.4% 1,948,799 $31.2M
AustralianSuper Pty Ltd 0.14% Add +1.6% 1,886,019 $30.2M
Milestones Administradora de Recursos Ltda. 10.47% Add +25.9% 1,867,614 $29.9M
AQR Capital Management 0.02% Add +70.5% 1,890,000 $29.9M
Walleye Capital LLC 0.26% Add +89.2% 1,818,326 $29.1M
Marcho Partners LLP 11.61% Reduce -29.7% 1,804,900 $28.9M
AMS Capital Ltda 11.74% Reduce -15.3% 1,792,553 $28.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +36.0% 1,768,472 $28.3M
Baron Capital (BAMCO) 0.07% Add +21.7% 1,738,774 $27.8M
Octahedron Capital Management L.P. 15.71% Add +7.3% 1,726,000 $27.6M
Y-Intercept (Hong Kong) Ltd 0.65% Reduce -27.3% 1,685,645 $27.0M
MayTech Global Investments, LLC 2.79% Add +16.7% 1,672,709 $26.8M
Neuberger Berman Group LLC 0.02% Reduce -10.6% 1,630,824 $26.1M
Nixon Capital, LLC 7.93% Reduce -0.3% 1,628,806 $26.1M
California State Teachers Retirement System 0.03% Add +5.0% 1,609,897 $25.8M
Barings LLC 0.50% Add +10.2% 1,586,267 $25.4M
D. E. Shaw & Co. 0.02% Reduce -70.0% 1,573,365 $25.2M
HSBC Holdings PLC 0.01% Add +40.1% 1,574,553 $24.8M
APG Asset Management N.V. 0.07% Reduce -12.5% 1,817,254 $24.8M
Polen Capital Management LLC 0.08% Reduce -38.0% 1,541,162 $24.7M
Treasurer of the State of North Carolina 0.07% Add +0.8% 1,503,966 $24.1M
Aquatic Capital Management LLC 0.45% Add +373.7% 1,501,227 $24.0M
INCA Investments LLC 10.99% Reduce -20.0% 1,491,607 $23.9M
Caisse de depot et placement du Quebec 0.04% Reduce -21.6% 1,491,029 $23.9M
Handelsbanken Fonder AB 0.07% Add +7.0% 1,464,548 $23.4M
Skandinaviska Enskilda Banken AB (publ) 0.09% Add +148.8% 1,458,900 $23.3M
Duquesne Family Office 0.59% Reduce -57.4% 1,454,180 $23.3M
University of Wisconsin Foundation 19.41% No change 1,431,951 $22.9M
Lazard Asset Management LLC 0.03% Reduce -36.9% 1,431,147 $22.9M
ARK Investment Management 0.13% Add +19.9% 1,407,648 $22.5M
Glynn Capital Management LLC 7.04% Reduce -23.4% 1,392,414 $22.3M
Quadrature Capital Ltd 0.26% Reduce -58.0% 1,389,572 $22.2M
Truxt Investmentos Ltda. 31.12% — 1,385,745 $22.2M
Trexquant Investment LP 0.23% New 1,385,350 $22.2M
Cubist Systematic Strategies, LLC 0.31% Reduce -37.9% 1,356,037 $21.7M
Bank of Montreal 0.01% Add +212.7% 1,331,896 $21.3M
Warther Private Wealth, LLC 5.03% Reduce -29.0% 1,327,019 $21.2M
Constellation Investimentos e Participacoes Ltda 45.40% Reduce -4.4% 1,324,373 $21.2M
Perpetual Ltd 0.26% No change 1,323,183 $21.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +5.9% 1,320,800 $21.1M
Korea Investment CORP 0.04% Add +5.5% 1,317,500 $21.1M
Unison Asset Management LLC 9.60% Add +0.5% 1,282,794 $20.5M
National Bank of Canada 0.02% Add +342.9% 1,282,366 $20.5M
Credit Agricole S A 0.07% — 1,266,535 $20.3M
Absolute Gestao de Investimentos Ltda. 2.65% New 1,250,747 $20.0M
Thornburg Investment Management Inc. 0.25% Reduce -13.5% 1,191,386 $19.1M
Natixis Advisors, LLC 0.03% Add +6.3% 1,134,352 $18.2M
Hamilton Lane Advisors LLC 10.37% New 1,126,488 $18.0M
Capital International, Inc. 0.13% Reduce -10.8% 1,009,886 $16.2M
Saraza Management, LP 5.70% Reduce -36.9% 1,000,000 $16.0M
Dynamo Administracao de Recursos Ltda. 85.82% Reduce -0.8% 991,524 $15.9M
Wells Fargo & Company 0.00% Add +16.5% 962,572 $15.4M
LPL Financial LLC 0.00% Add +20.7% 952,601 $15.3M
Police & Firemen's Retirement System of New Jersey 0.12% Reduce -27.0% 942,969 $15.1M
TD Asset Management Inc 0.01% Reduce -13.7% 930,512 $14.9M
KBC Group NV 0.04% Add +17.5% 921,920 $14.8M
HighTower Advisors, LLC 0.02% Add +1.8% 914,611 $14.6M
Hosking Partners LLP 0.53% Add +206.5% 913,303 $14.6M
Fred Alger Management, LLC 0.06% Reduce -23.1% 911,511 $14.6M
Resona Asset Management Co.,Ltd. 0.07% Add +0.7% 907,648 $14.5M
WINTON GROUP Ltd 0.54% Add +2319.0% 898,800 $14.4M
Deepwater Asset Management, LLC 5.68% Reduce -19.3% 891,896 $14.3M
Ravenswood Partners LP 4.47% — 882,950 $14.1M
Federated Hermes, Inc. 0.02% Reduce -13.4% 871,415 $14.0M
Engineers Gate Manager LP 0.16% Reduce -5.2% 858,355 $13.7M
Jordan Park Group LLC 0.78% Add +129.3% 1,958,842 $13.7M
Simplex Trading, LLC 0.30% Reduce -31.9% 848,942 $13.6M
National Pension Service 0.01% Add +1.5% 827,126 $13.2M
Acadian Asset Management LLC 0.02% Add +371.0% 826,280 $13.2M
Danske Bank A/S 0.03% Add +42.6% 825,100 $13.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +8.1% 819,115 $13.1M
Manufacturers Life Insurance Company, The 0.01% Add +8.8% 814,219 $13.0M
Susquehanna International Group, LLP 0.02% Reduce -81.5% 804,442 $12.9M
Flossbach Von Storch SE 0.05% No change 800,000 $12.8M
STRS Ohio 0.05% Add +1.2% 788,530 $12.6M
Prudential Financial Inc. 0.01% Add +90.5% 768,770 $12.3M
KLP Kapitalforvaltning As 0.05% Add +5.5% 763,300 $12.2M
CI Investments Inc. 0.04% New 754,642 $12.1M
Lord, Abbett & Co. LLC 0.04% Reduce -13.1% 751,481 $12.0M
Dynamo Internacional Gestao DE Recursos Ltda. 7.39% Reduce -73.5% 729,715 $11.7M
Vaughan Nelson Investment Management, L.P. 0.11% Add +18.4% 728,590 $11.7M
HRT Financial LP 0.04% Reduce -89.0% 724,118 $11.6M
Pathstone Holdings, LLC 0.04% Add +57.0% 715,266 $11.5M
Mackenzie Financial Corp. 0.01% Add +44.8% 707,798 $11.3M
JGP Global Gestao de Recursos Ltda. 6.58% Reduce -8.4% 704,467 $11.3M
Discovery Capital Management, LLC / CT 0.61% Add +14.1% 691,500 $11.1M
Stifel Financial Corp. 0.01% Reduce -1.4% 690,232 $11.1M
Mawer Investment Management Ltd. 0.06% New 676,400 $10.8M
PDT Partners, LLC 0.68% No change 675,000 $10.8M
Seldon Capital LP 3.75% Reduce -29.6% 666,652 $10.7M
Engle Capital Management, L.P. 3.74% Reduce -32.9% 662,796 $10.6M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Add +12.3% 655,224 $10.5M
SPX Gestao de Recursos Ltda 0.88% New 654,165 $10.5M
JARISLOWSKY, FRASER Ltd 0.06% Add +0.4% 651,820 $10.4M
General Equity Holdings LP 6.18% New 634,400 $10.2M
Toronto Dominion Bank 0.02% New 633,581 $10.1M
Cerity Partners LLC 0.02% Add +1.6% 628,911 $10.1M
GFS Advisors, LLC 1.28% Reduce -42.3% 628,205 $10.1M
Creative Planning 0.01% Reduce -6.8% 626,094 $10.0M
Ardsley Advisory Partners LP 1.53% Add +25.0% 625,000 $10.0M
Point72 Asset Management 0.02% Reduce -61.1% 624,330 $10.0M
Explore Capital Management, LLC 6.00% Add +1.0% 605,950 $9.7M
Groupe la Francaise 0.13% Add +0.1% 596,288 $9.6M
Carnegie Investment Counsel 0.18% Reduce -38.0% 596,183 $9.5M
Fiera Capital Corp 0.03% Add +22.8% 594,926 $9.5M
Kera Capital Partners, Inc. 1.38% Add +8.7% 576,728 $9.2M
Twinbeech Capital LP 0.36% Add +79.7% 573,555 $9.2M
Janus Henderson Group PLC 0.00% Add +645.6% 569,764 $9.1M
GCM Grosvenor Holdings, LLC 1.38% Reduce -25.7% 567,590 $9.1M
ICONIQ Capital, LLC 0.11% Reduce -87.7% 563,570 $9.0M
Premier Fund Managers Ltd 0.37% Add +8.0% 563,200 $9.0M
Metavasi Capital LP 3.18% Add +17.9% 559,475 $9.0M
Utah Retirement Systems 0.09% Add +3.9% 552,690 $8.8M
Asset Management One Co., Ltd. 0.03% Add +7.2% 550,103 $8.8M
CIBC Private Wealth Group LLC 0.01% Reduce -13.4% 544,401 $8.7M
Raymond James Financial Inc. 0.00% Add +8.0% 529,619 $8.5M
LBP Am SA 0.10% Reduce -37.5% 515,183 $8.2M
Northside Capital Management, LLC 0.75% Reduce -20.5% 512,727 $8.2M
Ossiam 0.11% Add +43.6% 510,894 $8.2M
Calamos Wealth Management LLC 0.30% No change 506,031 $8.1M
Jain Global LLC 0.11% Add +419.8% 502,999 $8.1M
Investment Management Associates Inc. 2.38% New 498,340 $8.0M
Banco BTG Pactual S.A. 1.16% Reduce -60.1% 496,905 $8.0M
Xponance LLC 0.06% Add +7.7% 492,613 $7.9M
Liontrust Investment Partners LLP 0.11% Add +47.8% 483,546 $7.7M
Teacher Retirement System of Texas 0.03% Add +18.5% 482,003 $7.7M
ExodusPoint Capital Management, LP 0.11% Reduce -50.5% 473,107 $7.6M
Charles Schwab Investment Management Inc. 0.00% Add +19.3% 466,562 $7.5M
Graham Capital Management, L.P. 0.40% Reduce -54.1% 454,890 $7.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 447,550 $7.2M
Entropy Technologies, LP 0.53% Add +143.6% 443,029 $7.1M
Erste Asset Management GmbH 0.07% Add +345.6% 445,600 $7.0M
Silvercrest Asset Management Group LLC 0.05% Add +3.1% 437,357 $7.0M
Commonwealth Equity Services, LLC 0.01% Add +7.0% 427,959 $6.9M
Proem Advisors LLC 1.64% Add +0.7% 425,614 $6.8M
Maxi Investments CY Ltd 1.40% New 422,000 $6.8M
Kids Capital Management, L.P. 5.31% No change 420,000 $6.7M
Hidden Lake Asset Management LP 2.63% New 411,415 $6.6M
Baader Bank Aktiengesellschaft 0.54% Add +2.2% 409,977 $6.5M
Thrivent Financial for Lutherans 0.01% Add +89.8% 406,702 $6.5M
Campbell Capital Management Inc. 2.38% Add +87.5% 386,240 $6.2M
Varma Mutual Pension Insurance Co 0.04% No change 383,900 $6.1M
Cederberg Capital Ltd 1.75% Add +9.2% 382,900 $6.1M
Artemis Investment Management LLP 0.08% Reduce -25.8% 382,567 $6.1M
State of Michigan Retirement System 0.03% New 380,700 $6.1M
L & S Advisors Inc 0.65% Add +4.9% 376,880 $6.0M
Group One Trading LLC 0.18% Reduce -46.1% 365,817 $5.9M
Nishkama Capital, LLC 0.52% New 365,500 $5.9M
TB Capital Gestao de Recursos Ltda. 4.31% Add +486.8% 350,034 $5.6M
National Philanthropic Trust 0.06% New 346,404 $5.5M
Allianz Asset Management GmbH 0.01% Add +82.6% 340,992 $5.5M
Aragon Global Management, LP 1.66% New 337,300 $5.4M
Swiss Life Asset Management Ltd 0.03% Add +38.4% 336,035 $5.4M
BBR Partners, LLC 0.30% Add +2.9% 325,095 $5.2M
Gilder Gagnon Howe & Co. LLC 0.05% Add +341.7% 323,630 $5.2M
IFM Investors Pty Ltd 0.05% Add +181.2% 328,015 $5.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.8% 341,695 $5.2M
Voleon Capital Management LP 0.13% New 321,951 $5.2M
In-Depth Partners, LLC 5.38% No change 316,701 $5.1M
Banque Cantonale Vaudoise 0.19% Add +0.1% 311,838 $5.0M
Quantbot Technologies LP 0.13% Add +305.7% 308,026 $4.9M
VPR Management LLC 2.24% Reduce -4.7% 307,600 $4.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -27.6% 305,494 $4.9M
Schonfeld Strategic Advisors LLC 0.03% Reduce -15.8% 305,092 $4.9M
BW Gestao de Investimentos Ltda. 0.36% New 300,000 $4.8M
Dark Forest Capital Management LP 0.18% Add +939.3% 296,824 $4.8M
Macquarie Group Ltd. 0.01% Reduce -10.5% 294,957 $4.7M
Cetera Investment Advisers 0.01% Add +50.2% 287,817 $4.6M
Van Eck Associates Corp. 0.00% Reduce -3.3% 285,735 $4.6M
Northwest & Ethical Investments L.P. 0.11% Add +4.4% 282,633 $4.5M
Keystone Investors Pte Ltd. 0.52% Add +42.8% 280,100 $4.5M
M&T Bank Corp 0.02% Reduce -15.1% 279,868 $4.5M
Great Lakes Advisors, LLC 0.04% Reduce -1.0% 279,430 $4.5M
Moran Wealth Management, LLC 0.13% Add +13.6% 278,284 $4.5M
Sciencast Management LP 0.83% Reduce -8.1% 275,806 $4.4M
12 West Capital Management LP 0.46% No change 275,000 $4.4M
Finivi Inc. 2.77% Add +0.6% 271,336 $4.3M
Amalgamated Bank 0.03% Add +12.3% 269,747 $4.3M
Vident Advisory, LLC 0.04% Add +15.8% 258,413 $4.1M
Jasper Ridge Partners, L.P. 0.09% No change 254,790 $4.1M
AMF Tjanstepension AB 0.03% Add +882.9% 251,647 $4.0M
Boothbay Fund Management, LLC 0.11% New 247,623 $4.0M
Federation des caisses Desjardins du Quebec 0.02% Reduce -26.8% 245,270 $3.9M
Oaktree Fund Advisors, LLC 7.05% New 237,253 $3.8M
Penserra Capital Management LLC 0.05% Add +1.9% 236,318 $3.8M
Quantitative Investment Management, LLC 0.52% Add +2056.5% 234,256 $3.8M
Empowered Funds, LLC 0.04% Reduce -5.9% 229,447 $3.7M
Verition Fund Management LLC 0.02% Reduce -18.6% 226,350 $3.6M
Jefferies Financial Group Inc. 0.03% Add +434.6% 221,384 $3.5M
Euro Pacific Asset Management, LLC 0.43% New 232,910 $3.5M
Nisa Investment Advisors, LLC 0.01% Add +147.9% 217,703 $3.5M
Schwartz Investment Counsel Inc. 0.12% Add +17.9% 217,600 $3.5M
Petredis Investment Advisors LLC 0.28% Add +1.1% 216,775 $3.5M
MetLife Investment Management, LLC 0.02% Add +7.9% 214,178 $3.4M
US Bancorp \de 0.00% Reduce -22.2% 213,492 $3.4M
Udine Wealth Management, Inc. 1.63% Add +2.4% 212,436 $3.4M
Kentucky Retirement Systems 0.09% Add +1.0% 210,014 $3.4M
DRW Securities, LLC 0.17% Add +6.3% 202,634 $3.2M
Natixis 0.02% Add +174.5% 192,653 $3.1M
Cloverfields Capital Group, LP 0.96% Reduce -8.3% 191,263 $3.1M
Sava Infond d.o.o. 0.43% Add +217.8% 190,700 $3.1M
JT Stratford LLC 0.41% Add +4.7% 189,582 $3.0M
Captrust Financial Advisors 0.01% Reduce -11.6% 184,708 $3.0M
AXA Investment Managers S.A. 0.01% — 184,095 $2.9M
XTX Topco Ltd 0.15% New 184,034 $2.9M
Gulf International Bank (UK) Ltd 0.10% Add +13.8% 182,033 $2.9M
Mercer Global Advisors Inc. 0.00% Add +1.9% 180,309 $2.9M
Daiwa Securities Group Inc. 0.01% Reduce -60.5% 179,949 $2.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +9.4% 179,569 $2.9M
Equitable Trust Co. 0.13% Reduce -1.7% 179,540 $2.9M
Adalta Capital Management LLC 1.30% Add +36.5% 179,200 $2.9M
Sequoia Financial Advisors, LLC 0.02% Add +3.7% 176,748 $2.8M
Sit Investment Associates Inc. 0.06% Reduce -12.8% 174,255 $2.8M
Blue Owl Capital Holdings LP 0.87% New 173,873 $2.8M
Osaic Holdings, Inc. 0.00% Add +13.5% 177,485 $2.8M
Prudential PLC 0.02% Reduce -49.8% 168,178 $2.7M
Ensign Peak Advisors, Inc 0.00% Reduce -29.8% 167,000 $2.7M
Accent Capital Management, LLC 1.12% Add +1518.0% 15,775 $2.7M
Fort Washington Investment Advisors Inc. 0.01% No change 165,942 $2.7M
Cantor Fitzgerald, L. P. 0.05% Add +9.3% 164,765 $2.6M
Worldquant Millennium Advisors LLC 0.01% Add +242.8% 164,411 $2.6M
Rockefeller Capital Management L.P. 0.01% Reduce -8.0% 160,524 $2.6M
Triasima Portfolio Management inc. 0.38% Reduce -38.5% 156,444 $2.5M
Steward Partners Investment Advisory, LLC 0.01% Add +0.2% 155,794 $2.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -11.6% 154,658 $2.5M
Titan Global Capital Management USA LLC 0.36% Add +13.3% 153,254 $2.5M
CIBC Asset Management Inc 0.01% No change 153,068 $2.5M
Tudor Investment Corporation 0.02% Add +12.6% 152,570 $2.4M
Vontobel Holding Ltd. 0.01% Reduce -69.1% 151,671 $2.4M
O'shaughnessy Asset Management, LLC 0.01% Add +21.0% 151,646 $2.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% No change 151,500 $2.4M
PNC Financial Services Group, Inc. 0.00% Reduce -19.4% 150,677 $2.4M
Rathbones Group PLC 0.01% Add +0.8% 148,724 $2.4M
Country Club Bank 0.14% Reduce -0.1% 149,246 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -5.5% 149,212 $2.4M
Factory Mutual Insurance Co. 0.02% New 147,832 $2.4M
SBI Securities Co., Ltd. 0.06% Reduce -8.5% 146,404 $2.3M
Cache Advisors, LLC 0.41% Reduce -67.1% 145,246 $2.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.93% Reduce -3.6% 144,300 $2.3M
Sterling Capital Management LLC 0.03% Reduce -8.9% 143,372 $2.3M
Aigen Investment Management, LP 0.34% Reduce -40.0% 137,434 $2.2M
Matthews International Capital Management LLC 0.51% Add +30.2% 135,765 $2.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -9.9% 134,911 $2.2M
HAP Trading, LLC 0.59% — 134,248 $2.1M
Avestar Capital, LLC 0.15% Add +22.8% 131,515 $2.1M
Hantz Financial Services, Inc. 0.03% Reduce -8.0% 131,309 $2.1M
Janney Montgomery Scott LLC 0.00% Add +3.9% 129,724 $2.1M
Myriad Asset Management US LP 1.12% New 128,260 $2.1M
Corient Private Wealth LP 0.00% Add +68.7% 124,488 $2.0M
Bessemer Group Inc. 0.00% Reduce -16.8% 123,537 $2.0M
Paragon Capital Management Inc. 1.47% Reduce -4.3% 122,976 $2.0M
Shelton Wealth Management, LLC 0.91% Add +7.1% 122,453 $2.0M
Advisory Services Network, LLC 0.03% Add +2.0% 122,077 $2.0M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2.60% New 120,000 $1.9M
Cumberland Partners Ltd 0.13% Add +6.7% 120,000 $1.9M
Optiver Holding B.V. 0.03% Reduce -39.5% 119,838 $1.9M
Shell Asset Management Co. 0.19% Add +88.3% 119,174 $1.9M
HRTG Gpe, LLC 0.20% New 119,048 $1.9M
Compass Group LLC 64.40% Reduce -0.4% 118,786 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +33.2% 115,891 $1.9M
Qtron Investments LLC 0.23% Add +4.8% 114,999 $1.8M
Parametrica Management Ltd 2.84% No change 114,363 $1.8M
1858 Wealth Management, LLC 1.28% Reduce -5.2% 113,841 $1.8M
Ariose Capital Management Ltd 0.61% New 113,200 $1.8M
GC Wealth Management RIA, LLC 0.06% Add +39.6% 111,985 $1.8M
Crossmark Global Holdings, Inc. 0.03% No change 110,407 $1.8M
HighVista Strategies LLC 0.43% Add +8.8% 109,337 $1.8M
Gsa Capital Partners LLP 0.14% Add +263.5% 108,642 $1.7M
Prasad Wealth Partners, LLC 0.48% Reduce -14.9% 107,019 $1.7M
MYDA Advisors LLC 0.51% Add +31.3% 105,000 $1.7M
Fairtree Asset Management (Pty) Ltd 1.09% Reduce -6.3% 103,994 $1.7M
Intech Investment Management LLC 0.01% Reduce -78.9% 102,027 $1.6M
MRP Capital Investments, LLC 1.39% Reduce -0.8% 117,550 $1.6M
Machina Capital S.A.S. 0.28% Add +21.2% 99,991 $1.6M
Capula Management Ltd 0.01% New 99,800 $1.6M
Nomura Holdings Inc. 0.01% Add +128.4% 99,730 $1.6M
Principal Financial Group Inc. 0.00% Reduce -27.2% 99,543 $1.6M
Pitcairn Co. 0.12% Reduce -25.2% 97,144 $1.6M
Main Management ETF Advisors, LLC 0.06% New 96,100 $1.5M
Sullivan Wood Capital Management LLC 2.26% Add +22.3% 95,650 $1.5M
Broderick Brian C 0.29% Add +27.0% 94,810 $1.5M
Yousif Capital Management, LLC 0.02% Add +3.7% 94,658 $1.5M
TPG Financial Advisors, LLC 0.56% Reduce -18.8% 93,304 $1.5M
Glenmede Investment Management, LP 0.01% Reduce -5.7% 93,143 $1.5M
Insigneo Advisory Services, LLC 0.10% Add +62.0% 92,766 $1.5M
Madison Asset Management, LLC 0.02% New 92,245 $1.5M
Snowden Capital Advisors LLC 0.04% Add +1.2% 91,693 $1.5M
Empire Financial Management Company, LLC 0.33% Add +4.4% 90,037 $1.4M
Cigna Investments Inc. 0.20% Add +6.0% 88,139 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -0.2% 88,029 $1.4M
Cwm, LLC 0.00% Add +6.9% 87,292 $1.4M
Harbour Capital Advisors, LLC 0.29% Reduce -1.9% 92,395 $1.4M
Frank, Rimerman Advisors LLC 0.09% Add +14.2% 87,080 $1.4M
Private Advisor Group, LLC 0.01% Add +13.2% 86,311 $1.4M
Eschler Asset Management LLP 1.02% Reduce -46.1% 85,615 $1.4M
CastleKnight Management LP 0.07% No change 85,600 $1.4M
Wolverine Trading, LLC 0.03% Reduce -15.3% 85,835 $1.4M
SG Americas Securities, LLC 0.01% Add +1.9% 85,270 $1.4M
Fieldview Capital Management, LLC 0.22% New 84,861 $1.4M
Harvest Fund Management Co., Ltd 0.06% Add +652.9% 84,786 $1.4M
IPG Investment Advisors LLC 0.24% Add +127.7% 84,241 $1.3M
SCS Capital Management LLC 0.01% New 83,999 $1.3M
Capital International Sarl 0.02% Add +5.5% 83,811 $1.3M
Lingohr Asset Management GmbH 2.34% Reduce -16.8% 83,514 $1.3M
Carolina Wealth Advisors, LLC 0.57% Add +11.6% 83,040 $1.3M
Fortis Capital Advisors, LLC 0.21% Add +73.8% 82,054 $1.3M
Belpointe Asset Management LLC 0.05% Add +73.8% 82,054 $1.3M
MML Investors Services, LLC 0.00% Reduce -13.2% 81,083 $1.3M
Sig Brokerage, LP 0.33% Reduce -22.0% 81,007 $1.3M
Choreo, LLC 0.02% Add +5.4% 80,076 $1.3M
DekaBank Deutsche Girozentrale 0.00% No change 79,585 $1.3M
Magnus Financial Group LLC 0.10% Add +0.0% 78,967 $1.3M
PARUS FINANCE (UK) Ltd 0.33% No change 77,593 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +5.5% 77,114 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Add +20.0% 76,883 $1.2M
Oppenheimer & Co. Inc. 0.01% Add +6.5% 76,008 $1.2M
Atria Investments, Inc 0.01% Add +32.6% 75,150 $1.2M
Syon Capital LLC 0.06% Add +330.9% 74,318 $1.2M
Advisors Asset Management, Inc. 0.02% Add +35.2% 73,378 $1.2M
Truist Financial Corp. 0.00% Add +22.6% 72,813 $1.2M
Arete Wealth Advisors, LLC 0.07% New 72,207 $1.2M
Pilgrim Partners Asia Pte Ltd 0.51% — 71,000 $1.1M
Citizens Financial Group Inc. 0.02% Add +4.5% 70,071 $1.1M
Salvus Wealth Management, LLC 0.62% No change 69,500 $1.1M
Legacy Bridge, LLC 0.46% Reduce -0.2% 68,655 $1.1M
Partners Capital Investment Group, LLP 0.04% No change 67,788 $1.1M
Wisconsin Capital Management LLC 0.55% Add +0.3% 67,547 $1.1M
NewEdge Wealth, LLC 0.02% Add +3.1% 66,410 $1.1M
Leonteq Securities AG 0.06% Reduce -4.5% 66,960 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -83.0% 66,689 $1.1M
Ethic Inc. 0.02% Reduce -12.9% 66,154 $1.1M
Jones Financial Companies LLLP 0.00% Add +31.1% 66,592 $1.1M
Circle Wealth Management, LLC 0.02% Reduce -12.3% 63,927 $1.0M
SkyView Investment Advisors, LLC 0.13% Reduce -1.0% 63,278 $1.0M
Connable Office Inc. 0.09% No change 63,060 $1.0M
AlTi Global, Inc. 0.02% Add +0.3% 61,976 $992K
State of Wyoming 0.11% Add +1.0% 61,762 $989K
Sheets Smith Investment Management 0.64% New 61,621 $987K
Banco Santander, S.A. 0.01% Reduce -45.6% 61,053 $977K
Centaurus Financial, Inc. 0.05% New 60,452 $968K
Knollwood Investment Advisory, LLC 0.09% No change 59,800 $957K
Quadrant Capital Group LLC 0.03% New 59,800 $957K
ABN AMRO Bank N.V. 0.01% Add +17.4% 59,442 $949K
Pathway Capital Management, LP 4.64% Add +62.7% 59,010 $945K
Sand Hill Global Advisors, LLC 0.03% No change 58,794 $941K
Merit Financial Group, LLC 0.01% Add +73.9% 57,619 $922K
VestGen Advisors, LLC 0.03% New 57,353 $918K
Compound Planning, Inc. 0.03% Add +4.4% 55,969 $896K
Stokes Family Office, LLC 0.08% No change 55,000 $881K
Nissay Asset Management Corp. /Japan 0.00% Reduce -87.4% 53,449 $856K
United Asset Strategies, Inc. 0.07% Reduce -5.8% 52,575 $842K
Kestra Advisory Services, LLC 0.00% Reduce -7.0% 52,345 $838K
Gladstone Institutional Advisory LLC 0.03% Add +5.0% 51,983 $832K
Triumph Capital Management 0.22% Add +1.1% 51,889 $831K
Henshaw Capital LLC 0.03% New 51,405 $823K
Cornerstone Wealth Group, LLC 0.06% Add +0.0% 51,103 $818K
CenterBook Partners LP 0.04% Reduce -78.7% 50,684 $811K
Legacy Wealth Asset Management, LLC 0.20% Add +0.4% 50,614 $810K
Clough Capital Partners L P 0.07% New 50,455 $808K
Clear Harbor Asset Management, LLC 0.06% Reduce -0.1% 50,180 $803K
Mount Lucas Management LP 0.36% No change 50,000 $801K
Triglav Investments, D.O.O. 0.05% No change 50,000 $801K
J. Goldman & Co LP 0.03% Reduce -83.9% 50,000 $801K
Williams Jones Wealth Management, LLC. 0.01% Add +67.5% 49,750 $796K
MBM Wealth Consultants, LLC 0.20% Reduce -14.3% 49,677 $795K
New Vernon Investment Management LLC 0.74% No change 49,324 $790K
Walleye Trading LLC 0.01% Reduce -85.9% 49,318 $790K
Personal Cfo Solutions, LLC 0.14% Add +5.3% 48,780 $781K
Verdence Capital Advisors LLC 0.04% Add +1.8% 44,508 $712K
IFP Advisors, Inc 0.02% Add +0.0% 43,975 $704K
Blair William & Co. 0.00% Add +59.4% 43,533 $697K
Southeast Asset Advisors, LLC 0.07% New 42,462 $680K
Inspire Advisors, LLC 0.06% New 42,096 $674K
Blue Trust, Inc. 0.01% Add +33.0% 42,000 $672K
LWM Advisory Services, LLC 0.38% New 41,080 $658K
LRT Capital Management, LLC 0.43% Add +11.4% 40,979 $656K
Interchange Capital Partners, LLC 0.13% Add +76.4% 40,726 $652K
Integrated Wealth Concepts LLC 0.01% Add +37.3% 40,384 $647K
Massar Capital Management, LP 0.23% No change 40,000 $640K
Sanctuary Advisors, LLC 0.00% Add +63.8% 39,961 $640K
Flow Traders U.S. LLC 0.02% Reduce -75.5% 37,645 $603K
MMBG Investment Advisors Co. 0.05% Reduce -33.7% 37,607 $602K
Summit Trail Advisors, LLC 0.01% Add +171.4% 37,580 $602K
Emerald Mutual Fund Advisers Trust 0.03% New 37,532 $601K
Financial Perspectives, Inc 0.17% No change 37,517 $601K
Vinland Capital Management Gestora de Recursos LTDA. 7.59% New 31,559 $588K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -43.7% 36,595 $586K
Regions Financial Corp. 0.00% New 36,403 $583K
MAI Capital Management 0.00% Add +318.7% 35,630 $570K
J2 Capital Management Inc 0.43% Add +8.1% 35,514 $569K
Axq Capital, LP 0.22% Add +78.9% 35,488 $568K
Wedmont Private Capital 0.02% Add +3.3% 37,436 $566K
AdvisorNet Financial, Inc 0.03% Reduce -14.0% 35,123 $562K
Park Avenue Securities LLC 0.00% Reduce -11.3% 34,268 $549K
Bleakley Financial Group, LLC 0.01% Reduce -3.1% 33,803 $541K
Bridgefront Capital, LLC 0.16% Reduce -16.9% 33,597 $538K
NewEdge Advisors, LLC 0.00% Reduce -5.5% 33,446 $535K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -16.8% 33,430 $535K
Tradition Wealth Management, LLC 0.04% Add +12.7% 33,370 $534K
Victory Capital Management Inc. 0.00% New 33,219 $532K
Evergreen Capital Management LLC 0.01% Add +39.4% 33,089 $530K
Marex Group Ltd 0.01% Add +48.9% 33,015 $529K
Nwam LLC 0.03% Reduce -3.3% 33,515 $516K
Americana Partners, LLC 0.02% Add +19.1% 32,192 $515K
GeoWealth Management, LLC 0.02% Add +146.1% 31,895 $511K
Arkfeld Wealth Strategies, L.L.C. 0.19% Reduce -15.9% 33,295 $510K
Verus Capital Partners, LLC 0.04% New 31,034 $497K
Dimensional Fund Advisors LP 0.00% New 30,404 $487K
Solstein Capital, LLC 0.22% No change 30,400 $487K
Mason & Associates Inc 0.10% New 30,268 $485K
Quattro Financial Advisors LLC 0.15% New 30,000 $480K
FDx Advisors, Inc. 0.14% Reduce -9.9% 29,562 $476K
Quantum Portfolio Management LLC 0.14% No change 29,402 $471K
HB Wealth Management, LLC 0.00% Add +22.1% 29,228 $468K
Point72 (DIFC) Ltd 0.03% Reduce -97.0% 29,225 $468K
Limestone Investment Advisors LP 0.21% New 28,277 $453K
Leavell Investment Management, Inc. 0.02% Add +0.2% 28,215 $452K
Larson Financial Group LLC 0.02% Add +5.3% 28,174 $451K
Westmount Partners, LLC 0.12% New 29,415 $447K
Vise Technologies, Inc. 0.02% Add +6.8% 27,830 $446K
LRI Investments, LLC 0.04% Reduce -1.4% 27,240 $436K
C WorldWide Group Holding A/S 0.01% Reduce -23.3% 27,223 $436K
Dynasty Wealth Management, LLC 0.01% New 27,223 $436K
Coldstream Capital Management Inc. 0.01% Reduce -11.4% 27,198 $435K
Western Wealth Management, LLC 0.02% Add +34.3% 27,163 $435K
Prelude Capital Management, LLC 0.03% Reduce -63.4% 27,138 $434K
Sheets Smith Wealth Management 0.05% New 25,992 $416K
Intellectus Partners, LLC 0.08% Add +49.9% 25,540 $409K
DAVENPORT & Co LLC 0.00% Reduce -1.9% 25,500 $408K
Gibbs Wealth Management 0.09% Reduce -21.9% 25,262 $404K
Rakuten Securities, Inc. 0.15% Reduce -31.9% 25,225 $404K
Seven Mile Advisory 0.06% Add +0.1% 24,357 $390K
Element Pointe Advisors, LLC 0.08% Add +47.3% 24,195 $387K
Brown Advisory Inc. 0.00% Reduce -8.7% 24,170 $387K
Harbour Investments, Inc. 0.01% Reduce -2.2% 24,162 $387K
Rothschild Investment LLC 0.02% Add +36.0% 24,034 $385K
Verde Servicos Internacionais S.A. 0.11% New 24,000 $384K
Heron Bay Capital Management 0.07% Reduce -2.2% 23,952 $383K
&partners 0.00% Add +19.6% 23,199 $371K
Diversify Advisory Services, LLC 0.01% Reduce -1.6% 22,998 $371K
Metis Global Partners, LLC 0.01% Reduce -0.3% 23,000 $368K
Princeton Capital Management LLC 0.10% Reduce -49.5% 22,922 $367K
Callan Family Office, LLC 0.01% Reduce -13.1% 22,882 $366K
First Western Trust Bank 0.02% No change 22,865 $366K
Cibc World Market Inc. 0.00% Reduce -88.2% 22,849 $366K
Cresset Asset Management, LLC 0.00% Add +49.4% 22,770 $365K
Hamilton Capital Partners Inc. 0.01% No change 22,600 $362K
Claro Advisors Inc. 0.05% No change 22,550 $361K
Venturi Wealth Management, LLC 0.02% New 22,515 $360K
Aaron Wealth Advisors LLC 0.02% New 22,330 $358K
Vinva Investment Management Ltd 0.01% New 21,950 $350K
Emerald Advisers, LLC 0.01% Reduce -12.7% 21,684 $347K
Arlington Capital Management, Inc. 0.22% Reduce -18.8% 21,442 $343K
Accuvest Global Advisors 0.21% Reduce -13.9% 21,407 $343K
Integrity Investment Advisors, LLC 0.23% Reduce -18.9% 21,383 $342K
Orion Capital Management LLC 0.12% Add +39.2% 21,300 $341K
Oak Grove Capital LLC 0.07% Reduce -61.6% 21,050 $337K
Perigon Wealth Management, LLC 0.01% Add +1.4% 20,269 $325K
Ameritas Advisory Services, LLC 0.02% Add +666.3% 20,000 $320K
Breakwater Capital Group 0.05% Add +10.8% 19,865 $318K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +2.9% 19,865 $318K
Mesirow Financial Investment Management, Inc. 0.01% Add +25.4% 19,816 $317K
Diametric Capital, LP 0.12% Reduce -18.0% 19,775 $317K
Arax Advisory Partners 0.00% Add +73.4% 19,752 $316K
Ballentine Partners, LLC 0.00% Add +6.2% 19,374 $310K
Global Retirement Partners, LLC 0.01% Add +516.8% 19,182 $307K
Signaturefd, LLC 0.00% Add +22.9% 19,095 $306K
Geneos Wealth Management Inc. 0.01% Reduce -6.8% 19,007 $304K
Platform Technology Partners 0.07% No change 18,900 $303K
UMB Bank, n.a. 0.00% Add +66.5% 18,498 $296K
Aptus Capital Advisors, LLC 0.00% Add +2.2% 18,384 $294K
Canvas Wealth Advisors, LLC 0.05% Add +5.0% 19,087 $292K
Smartleaf Asset Management LLC 0.02% Add +147.2% 18,033 $288K
Alberta Investment Management Corp 0.00% New 17,900 $287K
R Squared Ltd 0.12% Reduce -14.3% 17,758 $284K
Wedbush Securities Inc. 0.01% Reduce -73.1% 17,388 $278K
Transcend Capital Advisors, LLC 0.02% Add +3.3% 17,329 $277K
CHICAGO TRUST Co NA 0.04% Add +8.5% 17,271 $277K
Fortis Capital Management LLC 0.04% Add +12.0% 17,199 $275K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +10.2% 17,051 $273K
Park National Corp. 0.01% Add +14.9% 16,865 $270K
Paradice Investment Management LLC 0.06% Add +30.6% 16,409 $263K
Garden State Investment Advisory Services LLC 0.07% Add +62.4% 16,383 $262K
Matauro, LLC 0.04% Reduce -22.9% 16,259 $260K
Horizon Investments, LLC 0.00% New 16,256 $260K
Parallel Advisors, LLC 0.00% Add +2.7% 16,219 $260K
Cary Street Partners Financial LLC 0.01% Add +4.0% 16,176 $259K
Vancity Investment Management Ltd 0.03% No change 16,143 $258K
Polymer Capital Management (US) LLC 0.03% Reduce -33.5% 15,988 $256K
Portside Wealth Group, LLC 0.04% Reduce -10.9% 15,849 $254K
Krane Funds Advisors LLC 0.01% No change 16,834 $250K
Focus Financial Network, Inc. 0.01% No change 15,438 $247K
Granite Group Advisors, LLC 0.15% No change 15,429 $247K
PDS Planning, Inc 0.02% Add +18.2% 15,404 $247K
Allspring Global Investments Holdings, LLC 0.00% New 16,121 $245K
FNY Investment Advisers, LLC 0.08% Add +348.8% 15,000 $240K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -60.2% 14,931 $239K
Rafferty Asset Management, LLC 0.00% Reduce -8.2% 14,879 $238K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.1% 14,712 $236K
D.A. Davidson & Co. 0.00% Reduce -2.0% 14,645 $234K
Tectonic Advisors LLC 0.01% No change 14,566 $233K
Tuttle Capital Management, LLC 0.87% New 14,381 $230K
Private Wealth Partners, LLC 0.02% No change 13,900 $223K
United Capital Financial Advisors, LLC 0.00% Add +7.3% 13,629 $218K
Eagle Rock Investment Company, LLC 0.03% Add +0.3% 13,584 $217K
EdgePoint Investment Group Inc. 0.00% No change 13,573 $217K
Core Wealth Partners LLC 0.10% Add +8.0% 13,500 $216K
Scientech Research LLC 0.07% Reduce -38.9% 13,412 $215K
Alliance Wealth Advisors, LLC 0.05% Reduce -28.1% 13,381 $214K
Main Street Financial Solutions, LLC 0.01% Reduce -2.9% 13,227 $212K
Mgo One Seven LLC 0.00% Add +12.1% 13,153 $211K
Caprock Group, LLC 0.01% — 14,135 $209K
Wexford Capital LP 0.06% New 13,000 $208K
AssuredPartners Investment Advisors, LLC 0.05% Reduce -2.0% 12,996 $208K
World Investment Advisors 0.00% Add +0.9% 12,941 $207K
Fullcircle Wealth LLC 0.07% Reduce -2.8% 13,100 $207K
Drive Wealth Management, LLC 0.04% Add +0.7% 12,658 $203K
O'Dell Group, LLC 0.04% New 12,543 $201K
TriaGen Wealth Management LLC 0.05% No change 12,500 $200K
Sowell Financial Services LLC 0.01% Reduce -4.6% 12,353 $198K
Covestor Ltd 0.11% Add +8.2% 12,194 $195K
Norinchukin Bank, The 0.00% New 12,084 $193K
Legacy Financial Advisors, Inc. 0.03% New 11,850 $190K
BTG Pactual Asset Management US LLC 0.02% Reduce -91.3% 11,455 $183K
Stonekeep Investments, LLC 0.11% No change 11,294 $181K
Sage Investment Counsel LLC 0.20% New 11,000 $176K
Riverbend Wealth Management, LLC 0.12% New 11,000 $176K
Shufro Rose & Co. LLC 0.01% No change 17,045 $175K
Regal Partners Ltd 0.01% New 10,875 $174K
Wealth Alliance, LLC 0.02% New 10,849 $174K
Pinnacle Associates Ltd. 0.00% Reduce -3.5% 10,755 $172K
Delta Asset Management LLC 0.01% No change 10,740 $172K
Modern Wealth Management, LLC 0.00% New 10,735 $172K
Ritholtz Wealth Management 0.00% New 10,597 $170K
Pathway Financial Advisers, LLC 0.05% New 10,443 $167K
Numerai GP LLC 0.02% New 10,305 $165K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +1.3% 10,271 $164K
PharVision Advisers, LLC 0.09% Reduce -40.0% 10,234 $164K
Aspen Grove Capital, LLC 0.03% Reduce -3.8% 10,112 $162K
GAMMA Investing LLC 0.01% Add +3.5% 10,096 $162K
Heritage Wealth Management, Inc. 0.11% No change 10,000 $160K
Blue Square Asset Management, LLC 0.07% New 10,000 $160K
Farther Finance Advisors, LLC 0.00% Add +84.9% 9,278 $149K
Aventura Private Wealth, LLC 0.05% No change 8,895 $142K
Cloud Capital Management, LLC 0.07% New 8,678 $138K
Berbice Capital Management LLC 0.08% No change 8,000 $128K
NFSG Corp 0.02% No change 8,000 $128K
TD Waterhouse Canada Inc. 0.00% Add +15.3% 7,324 $128K
Tower Research Capital LLC (TRC) 0.00% Reduce -98.9% 7,520 $120K
Saranac Partners Ltd 0.02% New 7,330 $117K
Ninepoint Partners LP 0.02% New 6,995 $112K
Assetmark, Inc. 0.00% Reduce -15.1% 6,932 $111K
NFJ Investment Group, LLC 0.00% New 6,673 $107K
Activest Wealth Management 0.02% Add +743.6% 6,285 $101K
CENTRAL TRUST Co 0.00% No change 5,800 $93K
Versant Capital Management, Inc 0.01% Add +11.9% 5,767 $92K
Ancora Advisors LLC 0.00% No change 5,712 $91K
Cliffwater LLC 0.02% No change 5,472 $88K
Center for Financial Planning, Inc. 0.01% No change 3,787 $61K
EverSource Wealth Advisors, LLC 0.00% Add +0.4% 3,784 $61K
MassMutual Private Wealth & Trust, FSB 0.00% Add +15.7% 3,592 $58K
Allworth Financial LP 0.00% Add +36.1% 3,488 $56K
VSM Wealth Advisory, LLC 0.02% Add +1000.0% 3,300 $53K
Capital Analysts, LLC 0.00% No change 3,051 $49K
WPG Advisers, LLC 0.04% Reduce -11.0% 3,027 $48K
Piscataqua Savings Bank 0.04% No change 3,000 $48K
Atlantic Union Bankshares Corp 0.00% Add +3.6% 2,900 $46K
Principal Securities, Inc. 0.00% Reduce -10.0% 2,849 $46K
Wealthspire Advisors, LLC 0.00% New 2,593 $42K
Clearstead Advisors, LLC 0.00% Add +2.8% 2,583 $41K
Huntington National Bank 0.00% Add +0.5% 2,441 $39K
Anchor Investment Management, LLC 0.00% No change 2,400 $38K
Lanark Financial, Inc. 0.00% No change 2,301 $37K
Quaker Wealth Management, LLC 0.01% No change 2,300 $37K
Brown Brothers Harriman & Co. 0.00% No change 2,020 $32K
Armstrong Advisory Group, Inc. 0.00% No change 2,000 $32K
TFC Financial Management, Inc. 0.00% No change 1,880 $30K
Quarry LP 0.01% Reduce -69.8% 1,702 $27K
Harbor Investment Advisory, LLC 0.00% No change 1,660 $27K
Physician Wealth Advisors, Inc. 0.00% Reduce -2.1% 1,653 $26K
Blume Capital Management, Inc. 0.00% Add +23.1% 1,600 $26K
Toth Financial Advisory Corp. 0.00% No change 1,520 $24K
Investment Research & Advisory Group, Inc. 0.01% No change 1,500 $24K
Quent Capital, LLC 0.00% New 1,485 $24K
Sittner & Nelson, LLC 0.01% No change 1,300 $21K
Private Trust Co. NA 0.00% Add +1404.9% 1,219 $20K
Westside Investment Management, Inc. 0.00% Add +98.3% 1,162 $18K
Parkside Financial Bank & Trust 0.00% Add +18.5% 1,043 $17K
Raelipskie Partnership 0.01% No change 1,000 $16K
Binnacle Investments Inc 0.01% Add +16.1% 958 $15K
American National Bank & Trust 0.00% New 943 $15K
Essential Partners LLC 0.00% Add +16.2% 812 $13K
Global Wealth Strategies & Associates 0.00% No change 750 $12K
JFS Wealth Advisors, LLC 0.00% No change 750 $12K
Meeder Asset Management Inc. 0.00% Reduce -66.1% 733 $12K
Truvestments Capital LLC 0.00% Add +573.0% 673 $11K
Strategic Wealth Partners, Ltd. 0.00% No change 656 $11K
Winch Advisory Services, LLC 0.00% No change 600 $10K
Finley Financial, LLC 0.00% No change 570 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% New 550 $9K
West Oak Capital, LLC 0.00% No change 550 $9K
PFS Partners, LLC 0.00% Reduce -74.3% 518 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -52.4% 500 $8K
Glen Eagle Advisors, LLC 0.00% New 500 $8K
HM Payson & Co. 0.00% New 500 $8K
Raffa Wealth Management, LLC 0.00% Add +43.9% 462 $7K
Winthrop Capital Management, LLC 0.00% No change 421 $7K
Avion Wealth 0.00% Reduce -50.0% 400 $6K
Fifth Third Bancorp 0.00% Reduce -73.2% 373 $6K
Highline Wealth Partners LLC 0.00% Add +43.5% 340 $5K
Sunbelt Securities, Inc. 0.00% Add +36.8% 338 $5K
Hemington Wealth Management 0.00% No change 370 $5K
Grove Bank & Trust 0.00% Reduce -69.7% 286 $5K
Thrive Capital Management, LLC 0.00% New 264 $4K
Root Financial Partners, LLC 0.00% New 263 $4K
Pin Oak Investment Advisors Inc. 0.00% New 257 $4K
Aspect Partners, LLC 0.00% Add +44.4% 244 $4K
Wealth Watch Advisors, INC 0.00% New 236 $4K
Clearstead Trust, LLC 0.00% Add +72.1% 234 $4K
True Wealth Design, LLC 0.00% Add +4.8% 218 $3K
Bell Investment Advisors, Inc 0.00% No change 210 $3K
First Horizon Corp. 0.00% — 209 $3K
Cromwell Holdings LLC 0.00% Reduce -42.9% 208 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 200 $3K
ORG Partners LLC 0.00% Reduce -91.8% 190 $3K
Inlight Wealth Management, LLC 0.00% No change 178 $3K
Westfuller Advisors, LLC 0.00% New 172 $3K
Tortoise Investment Management, LLC 0.00% Add +15.7% 170 $3K
Spire Wealth Management 0.00% No change 147 $2K
TD Private Client Wealth LLC 0.00% No change 131 $2K
Financial Network Wealth Advisors LLC 0.00% No change 102 $2K
Stephens Consulting, LLC 0.00% Add +426.3% 100 $2K
Country Trust Bank 0.00% No change 100 $2K
Johnson Financial Group, Inc. 0.00% New 87 $1K
IMG Wealth Management, Inc. 0.00% New 80 $1K
Goodman Advisory Group, LLC 0.00% New 75 $1K
Golden State Wealth Management, LLC 0.00% No change 71 $1K
IAG Wealth Partners, LLC 0.00% New 65 $1K
Guerra Advisors Inc 0.00% New 60 $961
Kimelman & Baird, LLC 0.00% No change 55 $881
Manchester Capital Management LLC 0.00% Reduce -37.2% 49 $785
SouthState Bank Corp 0.00% Add +28.6% 45 $721
DecisionPoint Financial, LLC 0.00% No change 45 $684
Wealth Preservation Advisors, LLC 0.00% New 35 $560
Imprint Wealth LLC 0.00% — 28 $448
Abound Wealth Management 0.00% No change 26 $417
Mather Group, Llc. 0.00% New 26 $416
Rossby Financial, LCC 0.00% New 27 $410
Private Wealth Asset Management, LLC 0.00% No change 20 $320
CoreCap Advisors, LLC 0.00% No change 20 $320
Cornerstone Planning Group LLC 0.00% Reduce -58.6% 29 $308
MV Capital Management, Inc. 0.00% No change 19 $305
Vision Financial Markets LLC 0.00% No change 16 $257
North Capital, Inc. 0.00% Add +7.1% 15 $240
Caitong International Asset Management Co., Ltd 0.00% Reduce -88.4% 10 $160
Creative Financial Designs Inc. 0.00% No change 10 $160
High Note Wealth, LLC 0.00% Reduce -60.0% 10 $160

"% 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.