Nu Holdings Ltd./Cayman Isl-ANU

13F holders, Q1 2026 (March 31)
905holders +31
122new positions
99sold out
15famous investors
$14.39avg. 13F price*

At the end of Q1 2026, 905 institutions reported holding Nu Holdings Ltd./Cayman Isl-A (NU) in their 13F filings, up 31 from Q4 2025. 122 opened new positions and 99 sold out. The largest holders were BlackRock, Inc. ($4.9B), Baillie Gifford & Co. ($3.5B) and Morgan Stanley ($2.0B). 15 famous investors held it, including Stephen Mandel (4.4% of Lone Pine Capital's portfolio), Lee Ainslie (3.8% of Maverick Capital's portfolio) and Daniel Sundheim (3.3% of D1 Capital Partners's portfolio).

Company
Nu Holdings Ltd./Cayman Isl-A
Filed as
NU HLDGS LTD (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions122$768.3M
Exits99$685.8M

All 13F filers, Q4 2025 → Q1 2026: 320,391,366 shares bought and 278,317,842 shares sold, net +42,073,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 905 holders

BlackRock, Inc. 0.09% Add +12.7% 339,908,025 $4.9B
Baillie Gifford & Co. 3.62% Reduce -4.2% 246,564,454 $3.5B
Morgan Stanley 0.12% Add +16.7% 141,628,383 $2.0B
Capital Research Global Investors 0.29% Reduce -21.7% 128,461,467 $1.8B
State Street Corp. 0.05% Add +1.6% 93,023,623 $1.3B
JPMorgan Chase & Co. 0.08% Add +13.2% 91,396,721 $1.2B
FMR LLC 0.06% Add +5.9% 73,219,488 $1.1B
WCM Investment Management, LLC 2.25% Reduce -1.5% 72,837,195 $984.0M
Bank of America Corp. 0.05% Add +8.6% 45,966,932 $660.5M
T. Rowe Price Associates Inc. 0.07% Add +2.6% 43,718,199 $628.2M
Technology Crossover Management X, Ltd. 78.31% No change 42,574,870 $611.8M
Lone Pine Capital 4.35% Add +28.3% 38,011,225 $546.2M
Jennison Associates LLC 0.35% Reduce -8.9% 35,850,092 $515.2M
Larch Capital Partners LLC 74.46% Reduce -1.2% 35,756,097 $513.8M
Sands Capital Management, LLC 1.94% Reduce -22.7% 34,342,221 $493.5M
Goldman Sachs Group Inc. 0.06% Add +0.0% 33,735,425 $484.8M
Kontiki Capital Management (HK) Ltd. 32.89% Reduce -4.5% 32,644,738 $469.1M
Assenagon Asset Management S.A. 0.75% Add +17.9% 32,535,091 $467.5M
Legal & General Group Plc 0.10% Add +0.7% 30,159,789 $433.4M
Ribbit Management Company, LLC 25.20% Add +4.9% 29,481,640 $423.7M
Coatue Management 1.45% Reduce -35.9% 29,333,576 $421.5M
Geode Capital Management, LLC 0.02% Reduce -1.5% 27,783,236 $396.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +30.8% 27,230,717 $391.3M
Northern Trust Corp. 0.05% Reduce -2.0% 27,141,148 $390.0M
D1 Capital Partners 3.31% New 25,890,701 $372.0M
FIL Ltd 0.27% Reduce -7.1% 23,889,965 $343.3M
Maverick Capital 3.75% Add +91.6% 22,444,311 $322.5M
Squadra Investments - Gestao DE Recursos Ltda. 35.86% Add +144.0% 22,312,501 $320.6M
Abu Dhabi Investment Council Co P.J.S.C 32.40% — 8,222,463 $315.9M
Canada Pension Plan Investment Board 0.20% Add +8.0% 21,249,411 $305.4M
Ameriprise Financial Inc. 0.07% Reduce -2.6% 20,367,814 $292.7M
Sumitomo Mitsui Trust Group, Inc. 0.18% Add +48.0% 18,979,529 $272.7M
Atmos Capital Gestao DE Recursos Ltda. 44.68% Add +13.9% 18,019,613 $258.9M
Coronation Fund Managers Ltd. 11.77% Add +24.8% 17,973,549 $258.3M
Softbank Group Corp. 2.25% No change 17,842,116 $256.4M
Renaissance Technologies 0.37% Reduce -28.4% 16,269,800 $233.8M
Bank of Nova Scotia 0.41% Add +855.9% 16,111,616 $231.5M
Arrowstreet Capital, Limited Partnership 0.12% Reduce -47.7% 14,802,391 $212.7M
Robeco Institutional Asset Management B.V. 0.29% Add +3.0% 13,970,354 $200.8M
a16z Perennial Management, L.P. 16.57% Add +0.8% 13,858,300 $199.1M
Amundi 0.05% Reduce -18.1% 13,212,335 $189.9M
Aberdeen Group plc 0.31% Reduce -12.1% 13,192,205 $189.6M
Nuveen, LLC 0.05% Reduce -2.8% 12,724,249 $182.8M
William Blair Investment Management, LLC 0.58% Reduce -34.4% 12,267,600 $176.3M
Citigroup Inc. 0.11% Add +25.8% 11,635,551 $167.2M
Jacobs Levy Equity Management, Inc. 0.68% Reduce -3.4% 11,234,499 $161.4M
Palestra Capital Management LLC 6.28% Add +21.1% 11,122,403 $159.8M
Tiger Global Management 0.69% No change 11,032,555 $158.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.13% — 10,811,052 $155.4M
Manning & Napier Advisors LLC 2.16% Reduce -6.3% 10,667,236 $153.3M
Washington University 94.77% No change 10,566,927 $151.8M
Fisher Asset Management 0.05% Add +1.8% 10,422,671 $149.8M
Marshall Wace, LLP 0.16% Reduce -67.7% 10,158,192 $146.0M
Wasatch Advisors LP 0.96% Reduce -1.5% 10,051,556 $144.4M
Vanguard Portfolio Management LLC 0.01% — 10,028,109 $144.1M
Mitsubishi UFJ Trust & Banking Corp 0.35% Add +24.3% 9,883,819 $142.0M
SurgoCap Partners LP 4.73% Reduce -6.2% 9,866,060 $141.8M
Barclays PLC 0.05% Reduce -2.2% 9,640,171 $138.5M
Sei Investments Co. 0.12% Add +21.2% 9,336,677 $134.2M
Artisan Partners Limited Partnership 0.22% Add +11.7% 9,335,931 $134.2M
Two Sigma Investments, LP 0.11% Reduce -26.9% 9,174,927 $131.8M
Polar Capital Holdings Plc 0.52% Add +27.7% 8,266,177 $118.8M
Ninety One UK Ltd 0.27% Add +4.8% 8,229,303 $118.3M
Man Group plc 0.24% Add +7.6% 8,100,715 $116.4M
Foxhaven Asset Management, LP 3.65% Add +18.7% 8,095,086 $116.3M
Bank of New York Mellon Corp 0.02% Add +4.6% 8,011,073 $115.1M
SG Americas Securities, LLC 0.13% Add +1198.4% 7,964,591 $114.5M
American Century Companies Inc. 0.06% Add +10.9% 7,949,960 $114.2M
Russell Investments Group, Ltd. 0.12% Reduce -27.7% 7,953,479 $114.0M
HSBC Holdings PLC 0.07% Add +444.1% 7,782,758 $111.6M
Mawer Investment Management Ltd. 0.72% Add +68.0% 7,703,576 $110.7M
Capital International Investors 0.02% Reduce -8.7% 7,310,842 $105.1M
Advent International, L.P. 2.47% Reduce -18.9% 7,292,793 $104.8M
Driehaus Capital Management LLC 0.77% Reduce -5.4% 7,288,282 $104.7M
Kora Management LP 14.88% No change 7,265,000 $104.4M
Invesco Ltd. 0.01% Add +5.0% 7,235,815 $104.0M
Alliancebernstein L.P. 0.03% Reduce -13.0% 6,035,015 $101.0M
Qube Research & Technologies Ltd 0.14% Add +17.6% 6,947,307 $99.8M
USS Investment Management Ltd 0.42% Add +84.7% 6,854,145 $98.5M
BNP Paribas Financial Markets 0.07% Add +2.5% 6,827,239 $98.1M
Sharp Capital Gestora de Recursos Ltda. 49.92% Add +16.3% 6,648,600 $95.4M
Swiss National Bank 0.05% Reduce -11.6% 6,558,513 $94.2M
Sands Capital Alternatives, LLC 22.30% Reduce -4.7% 6,537,769 $93.9M
Nwi Management LP 5.45% Add +181.7% 6,201,400 $89.1M
Capital World Investors 0.01% Reduce -41.3% 6,134,134 $88.1M
Perpetual Ltd 1.33% Add +115.8% 6,014,970 $86.4M
California Public Employees Retirement System 0.05% Add +1.8% 6,009,638 $86.4M
UBS Group AG 0.01% Reduce -34.9% 5,863,559 $84.3M
Dynamo Internacional Gestao DE Recursos Ltda. 29.77% Add +676.2% 5,517,125 $79.3M
Orbis Allan Gray Ltd 0.33% Add +39.7% 5,482,567 $78.8M
Holocene Advisors, LP 0.19% Reduce -1.5% 5,455,774 $78.4M
Danske Bank A/S 0.18% Add +4.8% 5,318,062 $76.4M
Avala Global LP 3.43% Reduce -13.9% 4,965,100 $71.3M
Dragoneer Investment Group, LLC 2.37% No change 4,954,299 $71.2M
Los Angeles Capital Management LLC 0.27% Reduce -42.1% 4,849,798 $69.7M
Royal London Asset Management Ltd. 0.14% Add +5.6% 4,752,493 $68.3M
Ballentine Partners, LLC 0.93% Add +21641.2% 4,668,926 $67.1M
1832 Asset Management L.P. 0.09% Reduce -26.2% 4,611,965 $66.3M
Susquehanna International Group, LLP 0.08% Add +251.0% 4,528,432 $65.1M
Pictet Asset Management Holding SA 0.07% Reduce -5.3% 4,495,568 $64.6M
Clearbridge Investments, LLC 0.06% Add +34.3% 4,408,114 $63.3M
Amova Asset Management Americas, Inc. 0.89% Reduce -1.2% 4,395,488 $63.2M
CI Investments Inc. 0.30% Add +199.6% 4,366,670 $62.7M
Ieq Capital, LLC 0.29% Reduce -6.0% 4,298,560 $61.8M
Strategy Capital LLC 5.03% Add +2.9% 4,284,636 $61.6M
Wellington Management Group LLP 0.01% Add +52.5% 4,257,534 $61.2M
Absoluto Partners Gestao de Recursos Ltda 94.57% Add +41.1% 4,245,926 $61.0M
Allen Investment Management, LLC 0.75% Add +2.6% 4,220,603 $60.7M
ANTIPODES PARTNERS Ltd 1.16% Add +23.0% 4,192,952 $60.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +9.1% 4,165,859 $59.9M
Envestnet Asset Management Inc. 0.02% Add +21.7% 4,085,083 $58.7M
Axiom Investors LLC 0.65% Reduce -51.5% 4,036,626 $58.0M
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 25.91% Add +638.9% 4,008,517 $57.6M
Millennium Management 0.04% Add +38.4% 3,938,374 $56.6M
Comprehensive Financial Management LLC 1.84% No change 3,854,648 $55.4M
Citadel Advisors 0.04% Add +433.1% 3,790,257 $54.5M
Baron Capital (BAMCO) 0.15% Add +5.8% 3,529,651 $50.7M
Natixis 0.20% Add +14424.7% 3,527,185 $50.7M
Aviva PLC 0.09% Add +1.6% 3,526,821 $50.7M
New York State Common Retirement Fund 0.07% Reduce -16.5% 3,512,549 $50.5M
Rhumbline Advisers 0.04% Reduce -2.0% 3,487,905 $50.1M
Quantinno Capital Management LP 0.08% Reduce -2.7% 3,479,675 $50.0M
D. E. Shaw & Co. 0.04% Add +125.9% 3,416,103 $49.1M
Tidal Investments LLC 0.15% Add +1.4% 3,364,891 $48.7M
Partners Group Holding AG 3.57% Add +2212.4% 3,357,586 $48.2M
NZS Capital, LLC 1.51% Add +2.4% 3,140,490 $45.1M
Alta Park Capital, LP 7.14% Reduce -8.6% 3,092,081 $44.4M
Crosslink Capital Inc. 4.33% Add +86.1% 3,082,400 $44.3M
Public Employees Retirement System of Ohio 0.14% Reduce -24.1% 2,958,649 $42.5M
Long Walk Management LP 12.30% Reduce -22.5% 2,940,000 $42.2M
Focus Partners Wealth 0.05% Reduce -54.0% 2,856,528 $41.8M
Vanguard Capital Management LLC 0.00% — 2,895,923 $41.6M
Neuberger Berman Group LLC 0.03% Reduce -2.2% 2,831,526 $40.6M
ThornTree Capital Partners LP 7.21% Add +20.8% 2,827,444 $40.6M
Milestones Administradora de Recursos Ltda. 10.51% Add +50.2% 2,803,164 $40.3M
Lazard Asset Management LLC 0.07% Add +55.1% 2,748,533 $39.5M
Public Sector Pension Investment Board 0.12% Reduce -0.2% 2,706,100 $38.9M
State Board of Administration of Florida Retirement System 0.07% No change 2,704,267 $38.9M
AMS Capital Ltda 14.91% Add +44.7% 2,672,149 $38.4M
Life Cycle Investment Partners Ltd 0.24% Add +1.4% 2,624,184 $37.7M
Handelsbanken Fonder AB 0.13% Add +46.7% 2,623,808 $37.7M
Ninety One North America, Inc. 1.67% Reduce -6.2% 2,583,346 $37.1M
Investment House LLC 1.93% Reduce -0.3% 2,579,718 $37.1M
SPX Gestao de Recursos Ltda 3.08% New 2,569,755 $36.9M
Kinetic Partners Management, LP 2.02% Add +8.6% 2,517,028 $36.2M
Voya Investment Management LLC 0.04% Reduce -20.4% 2,459,900 $35.3M
Senator Investment Group LP 1.62% Add +11.4% 2,450,000 $35.2M
Storebrand Asset Management As 0.10% Add +10.9% 2,393,818 $34.4M
AustralianSuper Pty Ltd 0.18% Reduce -45.0% 2,377,938 $34.2M
SEB Asset Management AB 0.15% — 2,370,664 $34.1M
National Philanthropic Trust 0.36% Reduce -0.4% 2,328,059 $33.5M
Andra AP-fonden 0.40% Add +57.7% 2,325,200 $33.4M
Mariner, LLC 0.04% Reduce -40.5% 2,279,787 $32.8M
Discovery Capital Management, LLC / CT 1.68% Add +424.6% 2,241,700 $32.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +10.5% 2,219,021 $31.9M
L1 Capital Pty Ltd 1.20% New 2,130,166 $30.6M
Salem Investment Counselors Inc. 0.89% Add +1.2% 2,112,866 $30.4M
State of New Jersey Common Pension Fund D 0.11% Reduce -0.9% 2,049,893 $29.5M
Balyasny Asset Management L.P. 0.06% New 1,957,133 $28.1M
Nomura Asset Management Co. Ltd. 0.07% Add +3.0% 1,944,787 $27.9M
KBC Group NV 0.07% Add +86.6% 1,943,921 $27.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.16% Reduce -0.3% 1,890,600 $27.2M
Nordea Investment Management AB 0.02% Reduce -7.6% 1,918,202 $26.6M
Truxt Investmentos Ltda. 17.00% — 1,841,975 $26.5M
California State Teachers Retirement System 0.03% Add +13.3% 1,807,993 $26.0M
Point72 Asset Management 0.05% Reduce -45.2% 1,748,709 $25.1M
Untitled Investments LP 9.08% Reduce -1.9% 1,697,212 $24.4M
MUFG Securities EMEA plc 0.36% New 1,690,547 $24.3M
Nixon Capital, LLC 8.28% Add +2.4% 1,687,667 $24.3M
Octahedron Capital Management L.P. 17.60% Reduce -2.4% 1,684,000 $24.2M
MayTech Global Investments, LLC 2.95% Reduce -0.4% 1,682,438 $24.2M
DNB Asset Management AS 0.09% Reduce -39.4% 1,678,041 $24.1M
Exchange Traded Concepts, LLC 0.18% Reduce -20.8% 1,643,843 $23.6M
Caisse de depot et placement du Quebec 0.04% Add +461.6% 1,622,929 $23.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -24.1% 1,543,156 $22.2M
INCA Investments LLC 7.73% Reduce -1.2% 1,515,899 $21.8M
Credit Agricole S A 0.07% Add +11.8% 1,498,428 $21.5M
Warther Private Wealth, LLC 4.99% Add +43.8% 1,481,029 $21.3M
Genoa Capital Gestora de Recursos Ltda. 17.49% Add +522.2% 1,437,913 $20.7M
Treasurer of the State of North Carolina 0.06% Add +2.2% 1,432,073 $20.6M
Allianz Asset Management GmbH 0.02% Add +141.2% 1,420,018 $20.4M
Unison Asset Management LLC 9.29% Add +7.7% 1,413,748 $20.3M
Legend Capital Advisors LLC 12.51% No change 1,392,916 $20.0M
AQR Capital Management 0.01% Reduce -23.7% 1,430,345 $20.0M
Korea Investment CORP 0.04% Add +0.0% 1,370,100 $19.7M
Fiera Capital Corp 0.07% Add +13.8% 1,365,194 $19.6M
Hamilton Lane Advisors LLC 13.56% Reduce -6.6% 1,320,189 $19.0M
Squarepoint Ops LLC 0.04% Add +250.9% 1,311,536 $18.8M
Gemsstock Ltd. 1.97% New 1,303,621 $18.7M
First Trust Advisors LP 0.01% Reduce -62.3% 1,285,330 $18.5M
Cerity Partners LLC 0.03% Add +3.0% 1,244,847 $17.9M
Polen Capital Management LLC 0.12% Add +5.1% 1,217,238 $17.5M
Bank of Montreal 0.01% Reduce -16.4% 1,188,336 $17.1M
ARK Investment Management 0.13% Reduce -11.8% 1,170,765 $16.8M
Royal Bank of Canada 0.00% Reduce -20.9% 1,117,404 $16.1M
Eurizon Capital SGR S.p.A. 0.05% New 1,115,494 $16.0M
Natixis Advisors, LLC 0.02% Reduce -8.3% 1,103,596 $15.9M
Deeter Investments LLP 2.77% Add +175.0% 1,100,100 $15.8M
WINTON GROUP Ltd 0.55% Add +26.2% 1,083,731 $15.6M
Investment Management Associates Inc. 4.18% Add +15.6% 1,073,617 $15.4M
Barings LLC 0.25% Reduce -33.3% 1,056,857 $15.2M
University of Wisconsin Foundation 13.10% Reduce -28.3% 1,026,765 $14.8M
VR Advisory Services Ltd 1.70% New 1,000,000 $14.4M
Aquamarine Financial (Cayman) Ltd 1.05% New 1,000,000 $14.4M
Voloridge Investment Management, LLC 0.06% Reduce -71.3% 999,000 $14.4M
Panagora Asset Management Inc. 0.05% New 986,700 $14.2M
Capital International, Inc. 0.11% Reduce -3.5% 980,819 $14.1M
Parkwood LLC 1.24% New 973,997 $14.0M
University of Illinois Foundation 2.85% Add +217.1% 967,010 $13.9M
Absolute Gestao de Investimentos Ltda. 1.58% Add +802.1% 961,608 $13.8M
Saraza Management, LP 5.66% Add +8.5% 940,000 $13.5M
LPL Financial LLC 0.00% Reduce -12.7% 937,988 $13.5M
Trexquant Investment LP 0.10% Add +25.2% 934,602 $13.4M
Police & Firemen's Retirement System of New Jersey 0.11% Add +0.1% 915,818 $13.2M
HighTower Advisors, LLC 0.01% Reduce -1.8% 911,815 $13.1M
Manufacturers Life Insurance Company, The 0.01% Add +8.9% 904,485 $13.0M
Glynn Capital Management LLC 6.18% Reduce -26.4% 899,277 $12.9M
Verde Servicos Internacionais S.A. 3.96% Add +81.9% 898,410 $12.9M
Ravenswood Partners LP 4.72% Reduce -0.9% 889,106 $12.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +4.3% 887,619 $12.8M
Banco Santander, S.A. 0.10% Add +1073.2% 886,004 $12.7M
Hosking Partners LLP 0.46% Reduce -0.5% 884,247 $12.7M
Vanguard Fiduciary Trust Co. 0.00% — 878,087 $12.6M
TB Capital Gestao de Recursos Ltda. 7.71% Add +77.9% 877,447 $12.6M
National Pension Service 0.01% Reduce -0.2% 871,925 $12.5M
Resona Asset Management Co.,Ltd. 0.06% Add +1.1% 875,475 $12.5M
Jordan Park Group LLC 0.65% No change 854,421 $12.3M
Janus Henderson Group PLC 0.01% Add +35.4% 848,878 $12.2M
Thornburg Investment Management Inc. 0.13% Reduce -21.4% 840,203 $12.1M
Brevan Howard Capital Management LP 0.12% New 834,449 $12.0M
Nishkama Capital, LLC 1.70% Reduce -25.1% 832,856 $12.0M
KLP Kapitalforvaltning As 0.05% Add +9.0% 832,100 $12.0M
Aubrey Capital Management Ltd 6.32% Reduce -27.2% 818,300 $11.8M
Asset Management One Co., Ltd. 0.03% Add +56.1% 811,550 $11.7M
Fred Alger Management, LLC 0.05% Reduce -1.2% 795,090 $11.4M
Franklin Resources Inc. 0.00% Reduce -64.1% 789,362 $11.3M
Stifel Financial Corp. 0.01% Add +1.6% 784,265 $11.3M
Tredje AP-fonden 0.06% New 772,840 $11.1M
Mizuho Markets Cayman LP 0.60% Add +33.7% 772,786 $11.1M
Wells Fargo & Company 0.00% Reduce -45.0% 768,622 $11.0M
Victory Capital Management Inc. 0.01% New 742,542 $10.7M
Boothbay Fund Management, LLC 0.25% Add +455.6% 741,512 $10.7M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -86.6% 740,826 $10.6M
Gilder Gagnon Howe & Co. LLC 0.13% Add +69.6% 732,227 $10.5M
LTS Liquid Investments LLC 9.80% Reduce -2.6% 728,699 $10.5M
Voleon Capital Management LP 0.23% Reduce -19.7% 727,939 $10.5M
Mackenzie Financial Corp. 0.01% Add +3.4% 721,155 $10.4M
STRS Ohio 0.04% Reduce -5.8% 720,403 $10.4M
71 West Capital Partners 0.44% Add +9.5% 699,487 $10.1M
Vanguard Investments Australia, Ltd. 0.03% — 697,533 $10.0M
Kapitalo Investimentos Ltda 1.88% New 696,041 $10.0M
TD Asset Management Inc 0.01% Reduce -14.7% 690,250 $9.9M
IMC-Chicago, LLC 0.15% New 682,706 $9.8M
Ardsley Advisory Partners LP 1.48% Add +5.5% 675,000 $9.7M
PDT Partners, LLC 0.57% No change 675,000 $9.7M
Seldon Capital LP 3.56% Add +1.2% 674,553 $9.7M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -9.2% 671,385 $9.6M
Azora Capital LP 0.63% New 671,113 $9.6M
Carnegie Investment Counsel 0.18% Add +7.0% 648,477 $9.3M
Pathstone Holdings, LLC 0.04% Reduce -6.6% 638,504 $9.2M
LBP Am SA 0.12% Add +16.5% 630,706 $9.1M
GFS Advisors, LLC 0.58% Add +11.0% 636,767 $9.0M
Sagil Capital LLP 5.52% New 600,000 $8.6M
NLB Skladi, upravljanje premozenja, d.o.o. 0.41% Add +3.9% 594,393 $8.5M
Xponance LLC 0.06% Add +14.1% 579,996 $8.3M
Groupe la Francaise 0.12% No change 581,150 $8.3M
Creative Planning 0.01% Reduce -15.2% 575,988 $8.3M
Silvercrest Asset Management Group LLC 0.06% Reduce -0.2% 570,623 $8.2M
Teacher Retirement System of Texas 0.03% Add +33.6% 561,785 $8.1M
Flossbach Von Storch SE 0.04% Reduce -21.4% 550,000 $7.9M
Dnca Finance 0.45% New 544,000 $7.8M
Utah Retirement Systems 0.08% Reduce -1.6% 543,663 $7.8M
State of Michigan Retirement System 0.04% No change 540,800 $7.8M
PBCay One RSC Ltd 0.83% No change 539,130 $7.7M
Spear Holdings RSC Ltd 0.83% No change 539,130 $7.7M
ICONIQ Capital, LLC 0.17% No change 533,344 $7.7M
Penserra Capital Management LLC 0.09% Add +80.0% 527,550 $7.6M
Deepwater Asset Management, LLC 4.79% Reduce -47.2% 526,566 $7.6M
General Equity Holdings LP 5.57% Reduce -10.6% 522,400 $7.5M
BTG Pactual Asset Management US LLC 0.73% Add +789.6% 513,877 $7.4M
Northside Capital Management, LLC 0.65% No change 512,727 $7.4M
Van Eck Associates Corp. 0.01% Reduce -49.5% 511,213 $7.3M
Charles Schwab Investment Management Inc. 0.00% Add +0.2% 505,771 $7.3M
Matthews International Capital Management LLC 2.95% Add +17.0% 505,743 $7.3M
Ossiam 0.13% Reduce -2.7% 503,247 $7.2M
Kera Capital Partners, Inc. 0.82% Reduce -25.8% 467,665 $6.7M
Sylebra Capital LLC 0.87% Reduce -58.0% 466,419 $6.7M
CIBC Bancorp USA Inc. 0.01% — 458,985 $6.6M
Raymond James Financial Inc. 0.00% Reduce -0.3% 456,118 $6.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.23% Add +559.0% 449,432 $6.5M
Federated Hermes, Inc. 0.01% Reduce -11.2% 448,818 $6.4M
Atom Investors LP 0.46% Add +72.8% 444,183 $6.4M
Explore Capital Management, LLC 5.92% Add +31.0% 440,000 $6.3M
Walleye Capital LLC 0.04% Reduce -43.3% 439,365 $6.3M
Lombard Odier Asset Management (Europe) Ltd 0.52% New 438,343 $6.3M
Calamos Wealth Management LLC 0.22% Reduce -4.2% 436,531 $6.3M
Calamos Advisors LLC 0.03% Add +967.3% 436,531 $6.3M
Aquatic Capital Management LLC 0.18% New 436,488 $6.3M
Federation des caisses Desjardins du Quebec 0.02% Add +60.8% 434,539 $6.2M
Thrivent Financial for Lutherans 0.01% Add +6.3% 432,778 $6.2M
Jones Financial Companies LLLP 0.00% Add +410.2% 451,327 $6.1M
Proem Advisors LLC 2.02% No change 425,614 $6.1M
Varma Mutual Pension Insurance Co 0.04% No change 424,600 $6.1M
Premier Fund Managers Ltd 0.43% Reduce -7.8% 447,700 $6.1M
Kids Capital Management, L.P. 5.71% No change 420,000 $6.0M
Cetera Investment Advisers 0.01% Add +7.1% 419,888 $6.0M
Empowered Funds, LLC 0.04% Add +28.1% 414,075 $6.0M
National Bank of Canada 0.01% Reduce -73.6% 413,422 $5.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +88.7% 412,379 $5.9M
GCM Grosvenor Holdings, LLC 0.64% Reduce -26.9% 403,416 $5.8M
C WorldWide Group Holding A/S 0.12% Add +23.8% 386,025 $5.5M
Campbell Capital Management Inc. 2.65% Reduce -0.5% 385,390 $5.5M
Maxi Investments CY Ltd 1.20% Reduce -51.1% 382,500 $5.5M
Parametrica Management Ltd 6.18% Add +145.1% 378,280 $5.4M
Banque Cantonale Vaudoise 0.20% Add +47.6% 369,609 $5.3M
PEAK6 LLC 0.15% New 368,700 $5.3M
Entropy Technologies, LP 0.24% Add +489.3% 364,456 $5.2M
Commonwealth Equity Services, LLC 0.01% Add +1.8% 362,323 $5.2M
Engineers Gate Manager LP 0.06% Reduce -64.2% 360,733 $5.2M
X-Square Capital, LLC 1.75% New 360,512 $5.2M
Moran Wealth Management, LLC 0.16% Add +19.9% 360,144 $5.2M
Vident Advisory, LLC 0.04% Reduce -42.2% 353,383 $5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +3.9% 351,245 $5.0M
IFM Investors Pty Ltd 0.04% Add +2.6% 351,137 $5.0M
Virtu Financial LLC 0.21% New 346,751 $5.0M
AMF Tjanstepension AB 0.03% Add +5.5% 340,508 $4.9M
Rockefeller Capital Management L.P. 0.01% Add +115.3% 336,528 $4.8M
Vanguard Global Advisers, LLC 0.00% — 323,766 $4.7M
Edgestream Partners, L.P. 0.15% New 315,404 $4.5M
Fairtree Asset Management (Pty) Ltd 1.99% Add +81.2% 302,314 $4.3M
Macquarie Group Ltd. 0.03% Reduce -2.6% 300,572 $4.3M
Candriam S.C.A. 0.02% Reduce -94.7% 300,000 $4.3M
Dimensional Fund Advisors LP 0.00% Add +990.3% 298,789 $4.3M
Headlands Technologies LLC 0.49% Add +118.4% 298,428 $4.3M
Steward Partners Investment Advisory, LLC 0.02% Add +12.2% 298,064 $4.3M
Great Lakes Advisors, LLC 0.03% Add +3.2% 293,314 $4.2M
Nissay Asset Management Corp. /Japan 0.02% Reduce -44.3% 290,775 $4.2M
Amalgamated Bank 0.03% Reduce -6.6% 289,861 $4.2M
FirstWave Capital Management LLC 4.44% Add +82.8% 289,752 $4.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -14.7% 290,482 $4.1M
VPR Management LLC 1.64% Reduce -7.2% 285,600 $4.1M
Cloverfields Capital Group, LP 1.32% Reduce -2.2% 284,043 $4.1M
VestGen Advisors, LLC 0.11% Add +1.2% 307,122 $4.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 293,439 $4.0M
Brown Advisory Inc. 0.01% Add +730.4% 279,714 $4.0M
Metavasi Capital LP 2.39% Reduce -50.0% 279,475 $4.0M
Monolith Management Ltd 1.56% New 277,900 $4.0M
M&T Bank Corp 0.01% Reduce -2.2% 276,759 $4.0M
Finivi Inc. 2.13% Add +9.8% 271,994 $3.9M
Opal Capital LLC 0.69% New 269,271 $3.9M
Cederberg Capital Ltd 2.05% Reduce -30.4% 266,300 $3.8M
Mercer Global Advisors Inc. 0.01% Add +10.9% 266,159 $3.8M
Interval Partners, LP 0.13% Reduce -1.1% 261,031 $3.8M
Gulf International Bank (UK) Ltd 0.08% Add +41.8% 258,033 $3.7M
Baader Bank Aktiengesellschaft 0.36% Reduce -46.9% 257,129 $3.7M
ING Groep NV 0.02% New 256,043 $3.7M
Jasper Ridge Partners, L.P. 0.08% No change 254,790 $3.7M
Lido Advisors, LLC 0.01% New 253,280 $3.6M
CenterBook Partners LP 0.19% Add +5.2% 245,715 $3.5M
ABS Direct Equity Fund LLC 2.68% New 247,700 $3.5M
Banco BTG Pactual S.A. 0.67% Reduce -75.2% 240,743 $3.5M
JGP Global Gestao de Recursos Ltda. 15.19% Reduce -19.4% 235,574 $3.4M
Acadian Asset Management LLC 0.00% Reduce -74.2% 234,984 $3.4M
Simplex Trading, LLC 0.10% Reduce -72.7% 234,510 $3.4M
Schonfeld Strategic Advisors LLC 0.03% Reduce -16.6% 233,717 $3.4M
Euro Pacific Asset Management, LLC 0.33% Add +0.0% 233,649 $3.3M
CIBC Asset Management Inc 0.01% Add +16.1% 229,680 $3.3M
Capital Fund Management S.A. 0.03% New 224,935 $3.2M
Udine Wealth Management, Inc. 1.56% Add +2.8% 222,192 $3.2M
Tudor Investment Corporation 0.02% Add +765.1% 221,980 $3.2M
Petredis Investment Advisors LLC 0.26% Add +1.6% 217,898 $3.1M
Schwartz Investment Counsel Inc. 0.11% No change 217,600 $3.1M
Madison Asset Management, LLC 0.04% Add +63.2% 217,448 $3.1M
Daiwa Securities Group Inc. 0.01% Reduce -36.4% 216,750 $3.1M
Channel Wealth LLC 0.73% New 209,905 $3.0M
Investidor Profissional Gestao de Recursos Ltda. 1.94% New 209,875 $3.0M
Raiffeisen Bank International AG 0.04% Add +11.6% 220,766 $3.0M
MetLife Investment Management, LLC 0.02% Reduce -4.7% 205,817 $3.0M
Aigen Investment Management, LP 0.75% Add +846.1% 203,978 $2.9M
L & S Advisors Inc 0.36% Reduce -47.6% 200,814 $2.9M
Sequoia Financial Advisors, LLC 0.02% Add +9.6% 196,677 $2.8M
JT Stratford LLC 0.36% Add +0.2% 196,356 $2.8M
BBR Partners, LLC 0.16% No change 195,689 $2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +3.6% 190,285 $2.7M
Cumberland Partners Ltd 0.21% Reduce -33.3% 190,000 $2.7M
PNC Financial Services Group, Inc. 0.00% Add +17.8% 187,655 $2.7M
Sava Infond d.o.o. 0.38% Add +0.6% 186,800 $2.7M
Rathbones Group PLC 0.01% Reduce -3.9% 186,619 $2.7M
12 West Capital Management LP 0.45% No change 185,000 $2.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -15.2% 184,092 $2.6M
Worldquant Millennium Advisors LLC 0.01% New 182,201 $2.6M
Mirabella Financial Services LLP 0.27% Reduce -45.5% 182,126 $2.6M
Captrust Financial Advisors 0.00% Reduce -4.2% 181,448 $2.6M
Equitable Trust Co. 0.12% Add +1.4% 180,969 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +17.8% 180,928 $2.6M
TD Waterhouse Canada Inc. 0.01% Add +1886.3% 179,643 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.4% 178,984 $2.6M
Aragon Global Management, LP 1.79% Reduce -47.0% 178,800 $2.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% No change 176,500 $2.5M
Adalta Capital Management LLC 1.21% Reduce -4.0% 175,875 $2.5M
PMC FIG Opportunities LLC 3.79% New 170,149 $2.4M
Prudential PLC 0.02% Reduce -1.6% 169,909 $2.4M
Jain Global LLC 0.03% Reduce -73.5% 168,709 $2.4M
Fort Washington Investment Advisors Inc. 0.01% No change 165,942 $2.4M
Faithward Advisors, LLC 0.34% Add +6.7% 165,712 $2.4M
Titan Global Capital Management USA LLC 0.35% Add +6.3% 165,692 $2.4M
Ensign Peak Advisors, Inc 0.00% Reduce -0.9% 165,550 $2.4M
SBI Securities Co., Ltd. 0.06% Reduce -36.6% 164,635 $2.4M
Vaughan Nelson Investment Management, L.P. 0.02% Reduce -73.7% 164,060 $2.4M
Triasima Portfolio Management inc. 0.35% Reduce -0.1% 163,238 $2.3M
Militia Capital Management LLC 0.51% — 160,000 $2.3M
Syon Capital LLC 0.12% Reduce -1.0% 159,171 $2.3M
Advisory Services Network, LLC 0.03% Add +22.8% 156,861 $2.3M
Prudential Financial Inc. 0.00% Reduce -81.9% 146,468 $2.2M
Sit Investment Associates Inc. 0.04% No change 152,575 $2.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -9.6% 152,397 $2.2M
Corient Private Wealth LP 0.00% Add +20.9% 153,200 $2.2M
PARUS FINANCE (UK) Ltd 0.64% Add +92.6% 149,420 $2.1M
Principal Financial Group Inc. 0.00% Add +115.6% 149,290 $2.1M
Factory Mutual Insurance Co. 0.02% No change 147,832 $2.1M
Matauro, LLC 0.31% Add +0.0% 147,104 $2.1M
Vinva Investment Management Ltd 0.03% Add +5.2% 154,922 $2.1M
First National Bank of Omaha 0.06% Add +2.4% 154,332 $2.1M
Sullivan Wood Capital Management LLC 3.61% Reduce -1.2% 143,350 $2.1M
J. Goldman & Co LP 0.09% New 141,500 $2.0M
Accuvest Global Advisors 1.89% Add +939.4% 140,943 $2.0M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.83% Reduce -9.0% 140,630 $2.0M
Prospera Financial Services Inc 0.03% Add +34.8% 139,874 $2.0M
Integrated Quantitative Investments LLC 0.36% Add +21.6% 137,848 $2.0M
Janney Montgomery Scott LLC 0.00% Add +2.5% 135,474 $1.9M
Bridgeway Capital Management, LLC 0.04% New 130,400 $1.9M
Marex Group Ltd 0.02% Add +93.2% 130,265 $1.9M
Bensler, LLC 0.19% Add +3.4% 128,191 $1.8M
Advisors Asset Management, Inc. 0.03% Add +30.6% 126,444 $1.8M
DRW Securities, LLC 0.10% Reduce -64.7% 124,761 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -16.8% 124,321 $1.8M
Cache Advisors, LLC 0.21% Reduce -54.3% 124,237 $1.8M
Concurrent Investment Advisors, LLC 0.02% Add +2.9% 124,003 $1.8M
Abn Amro Investment Solutions 0.02% New 121,101 $1.7M
Bessemer Group Inc. 0.00% Reduce -2.4% 120,450 $1.7M
Optiver Holding B.V. 0.06% Reduce -89.1% 119,100 $1.7M
Diametric Capital, LP 0.45% Add +98.4% 118,214 $1.7M
Qsemble Capital Management, LP 0.13% New 117,395 $1.7M
HRT Financial LP 0.00% Reduce -5.3% 115,351 $1.7M
Broderick Brian C 0.30% No change 114,962 $1.7M
DiNuzzo Private Wealth, Inc. 0.18% Reduce -5.0% 114,000 $1.6M
Elevation Point Wealth Partners, LLC 0.04% Add +461.9% 112,269 $1.6M
Intech Investment Management LLC 0.02% Add +13.0% 110,962 $1.6M
Meitav Investment House Ltd. 0.02% New 110,522 $1.6M
Mitchell Capital Management Co. 0.29% New 109,234 $1.6M
Shelton Wealth Management, LLC 0.69% Reduce -16.1% 108,706 $1.6M
Fideuram Asset Management (Ireland) dac 0.20% Add +84.2% 92,900 $1.6M
Qtron Investments LLC 0.21% Reduce -2.4% 106,367 $1.5M
NFJ Investment Group, LLC 0.06% Reduce -0.1% 104,919 $1.5M
Callan Family Office, LLC 0.03% Add +6.2% 104,222 $1.5M
Black Swift Group, LLC 0.26% New 103,500 $1.5M
Virtus Investment Advisers, LLC 0.41% Reduce -14.6% 102,305 $1.5M
Eurizon SLJ Capital Ltd 0.70% Reduce -1.8% 102,297 $1.5M
Triglav Investments, D.O.O. 0.10% Add +14.4% 101,000 $1.5M
Prasad Wealth Partners, LLC 0.39% Reduce -2.7% 100,953 $1.5M
Atria Investments, Inc 0.02% Add +13.4% 99,545 $1.4M
Frank, Rimerman Advisors LLC 0.09% Add +12.1% 98,091 $1.4M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2.36% Reduce -31.0% 98,000 $1.4M
North Dakota State Investment Board 0.06% Reduce -17.7% 96,899 $1.4M
Empire Financial Management Company, LLC 0.31% Add +6.1% 96,627 $1.4M
Yousif Capital Management, LLC 0.02% Add +0.1% 95,141 $1.4M
GC Wealth Management RIA, LLC 0.06% Reduce -18.1% 94,913 $1.4M
Glenmede Trust Co. NA 0.01% Reduce -1.8% 94,179 $1.4M
Snowden Capital Advisors LLC 0.04% Reduce -2.2% 94,117 $1.4M
Erste Asset Management GmbH 0.01% Reduce -75.6% 100,000 $1.4M
Harbour Capital Advisors, LLC 0.25% Reduce -0.4% 87,235 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% No change 88,029 $1.3M
Nomura Holdings Inc. 0.01% New 88,021 $1.3M
Intellectus Partners, LLC 0.26% Add +24.7% 87,282 $1.3M
Graham Capital Management, L.P. 0.06% Reduce -71.2% 87,035 $1.3M
Choreo, LLC 0.02% Add +4.2% 86,555 $1.2M
Capital International Sarl 0.02% Reduce -2.9% 86,322 $1.2M
Cigna Investments Inc. 0.19% No change 86,161 $1.2M
CastleKnight Management LP 0.06% No change 85,600 $1.2M
Crossmark Global Holdings, Inc. 0.02% Reduce -5.3% 85,193 $1.2M
Avestar Capital, LLC 0.08% Add +0.1% 84,361 $1.2M
Cwm, LLC 0.00% Reduce -7.9% 84,359 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.7% 84,359 $1.2M
Private Advisor Group, LLC 0.01% Reduce -8.1% 83,449 $1.2M
Oppenheimer & Co. Inc. 0.01% Add +9.0% 82,990 $1.2M
Sterling Capital Management LLC 0.02% Reduce -40.9% 82,598 $1.2M
SCS Capital Management LLC 0.01% Reduce -1.8% 82,499 $1.2M
DekaBank Deutsche Girozentrale 0.00% No change 79,585 $1.2M
TPG Financial Advisors, LLC 0.38% Reduce -0.0% 80,804 $1.2M
Alesco Advisors, LLC, An ESL Co 0.03% New 79,797 $1.1M
Itau Unibanco Holding S.A. 0.03% Reduce -99.4% 79,742 $1.1M
Prelude Capital Management, LLC 0.09% Add +160.4% 79,435 $1.1M
Magnus Financial Group LLC 0.09% Add +0.0% 78,980 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -0.5% 78,600 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -6.7% 77,522 $1.1M
Rational Advisors, Inc. 0.12% New 77,000 $1.1M
Axq Capital, LP 0.14% New 76,996 $1.1M
MML Investors Services, LLC 0.00% Reduce -13.1% 76,606 $1.1M
BIT Capital GmbH 0.06% Reduce -19.3% 74,703 $1.1M
Caitong International Asset Management Co., Ltd 0.20% Add +296644.0% 74,186 $1.1M
IPG Investment Advisors LLC 0.18% Add +2.9% 74,146 $1.1M
Circle Wealth Management, LLC 0.02% Add +15.8% 74,033 $1.1M
Pilgrim Partners Asia Pte Ltd 0.43% No change 71,000 $1.0M
Williams Jones Wealth Management, LLC. 0.01% Add +39.5% 70,815 $1.0M
Eschler Asset Management LLP 1.00% No change 70,000 $1.0M
Altrafin AG 0.36% New 70,000 $1.0M
Greenland Capital Management LP 0.23% Add +13.8% 70,000 $1.0M
Truist Financial Corp. 0.00% Reduce -4.6% 69,619 $1.0M
Legacy Bridge, LLC 0.38% Add +1.8% 69,555 $1000K
Salvus Wealth Management, LLC 0.58% No change 69,500 $999K
Ethic Inc. 0.02% Add +2.7% 69,352 $997K
Redmond Asset Management, LLC 0.27% New 69,251 $995K
Vontobel Holding Ltd. 0.00% Reduce -51.6% 68,944 $991K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -3.0% 68,580 $985K
Wisconsin Capital Management LLC 0.54% Reduce -0.5% 67,930 $976K
Persistent Asset Partners Ltd 0.38% New 67,164 $965K
Triumph Capital Management 0.19% Reduce -6.6% 65,844 $946K
AlTi Global, Inc. 0.02% Add +2.0% 65,411 $940K
State of Wyoming 0.11% Add +16.4% 62,980 $905K
SkyView Investment Advisors, LLC 0.12% Add +0.7% 62,972 $905K
Citizens Financial Group Inc. 0.01% Reduce -10.0% 62,812 $903K
Regions Financial Corp. 0.01% Reduce -2.8% 62,621 $900K
Connable Office Inc. 0.09% Add +3.2% 62,369 $896K
Belpointe Asset Management LLC 0.03% Reduce -42.8% 60,799 $874K
Quadrant Capital Group LLC 0.03% Add +1.2% 60,725 $873K
Equitable Holdings, Inc. 0.01% Add +67.7% 52,203 $870K
Knollwood Investment Advisory, LLC 0.09% No change 59,800 $859K
Partners Capital Investment Group, LLP 0.03% No change 58,993 $848K
Sand Hill Global Advisors, LLC 0.03% No change 58,397 $839K
Blueshift Asset Management, LLC 0.25% New 57,592 $828K
Tradition Wealth Management, LLC 0.06% Add +5.4% 56,699 $815K
NewEdge Wealth, LLC 0.01% Reduce -17.4% 55,567 $799K
Stokes Family Office, LLC 0.08% No change 55,027 $791K
Summit Trail Advisors, LLC 0.01% Add +13.2% 54,453 $782K
United Asset Strategies, Inc. 0.06% Add +1.6% 54,216 $779K
Cornerstone Wealth Group, LLC 0.05% Reduce -0.6% 51,429 $774K
MBM Wealth Consultants, LLC 0.18% Add +6.3% 53,476 $768K
Diversify Wealth Management, LLC 0.01% New 54,225 $761K
Wedmont Private Capital 0.02% Reduce -5.2% 52,178 $757K
Clear Street Group Inc. 0.00% Add +5.1% 52,518 $755K
Compound Planning, Inc. 0.02% Reduce -22.3% 52,252 $751K
Cibc World Market Inc. 0.00% Add +4.0% 51,853 $745K
Machina Capital S.A.S. 0.15% Add +28.4% 51,614 $742K
Henshaw Capital LLC 0.03% No change 51,405 $739K
Ramirez Asset Management, Inc. 0.09% New 50,348 $729K
Focus Partners Advisor Solutions, LLC 0.01% New 52,691 $720K
Legacy Wealth Asset Management, LLC 0.17% Add +0.8% 49,855 $716K
HighVista Strategies LLC 0.20% Reduce -20.8% 49,570 $712K
IFP Advisors, Inc 0.01% Reduce -1.2% 49,423 $710K
Insigneo Advisory Services, LLC 0.05% Add +45.0% 49,364 $709K
New Vernon Investment Management LLC 0.75% No change 49,324 $709K
Park Avenue Securities LLC 0.01% Add +2.1% 48,552 $698K
HB Wealth Management, LLC 0.00% Add +41.5% 48,375 $695K
Verus Capital Partners, LLC 0.05% Add +23.8% 47,915 $689K
Hamilton Capital Partners Inc. 0.02% Add +111.5% 47,809 $687K
Mount Lucas Management LP 0.25% No change 47,100 $677K
Personal Cfo Solutions, LLC 0.10% Add +0.0% 47,042 $676K
Pekin Hardy Strauss, Inc. 0.07% Add +21.1% 46,850 $673K
MAI Capital Management 0.00% Add +26.1% 45,850 $659K
Sanctuary Advisors, LLC 0.00% Reduce -3.6% 45,601 $655K
Dakota Wealth Management 0.01% New 45,522 $654K
Integrated Wealth Concepts LLC 0.01% Add +114.5% 45,227 $650K
Fore Capital, LLC 4.28% Add +28.6% 45,000 $647K
SIH Partners, LLLP 0.02% New 44,936 $646K
Capital Markets Trading UK LLP 0.56% New 43,649 $627K
J2 Capital Management Inc 0.43% Add +28.4% 43,626 $627K
Stock Yards Bank & Trust Co. 0.02% New 43,550 $626K
Cresset Asset Management, LLC 0.00% Add +75.4% 43,450 $624K
Catalyst Funds Management Pty Ltd 0.11% New 43,397 $624K
ExodusPoint Capital Management, LP 0.01% Reduce -20.6% 43,368 $623K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -76.7% 42,199 $606K
Merit Financial Group, LLC 0.00% Reduce -34.9% 41,948 $603K
Larry Mathis Financial Planning, LLC 0.54% Reduce -3.6% 41,543 $597K
Pathfinder Wealth Consulting, Inc. 0.39% No change 41,400 $595K
Kestra Advisory Services, LLC 0.00% Reduce -45.5% 41,131 $591K
Modern Wealth Management, LLC 0.01% New 39,903 $576K
AdvisorNet Financial, Inc 0.03% Add +15.1% 39,723 $571K
Harvest Fund Management Co., Ltd 0.02% Reduce -62.3% 38,496 $553K
Bridgefront Capital, LLC 0.14% Reduce -54.5% 38,363 $551K
Blair William & Co. 0.00% Reduce -15.6% 38,014 $546K
Bleakley Financial Group, LLC 0.01% Reduce -1.3% 37,942 $545K
Diversify Advisory Services, LLC 0.08% Reduce -18.8% 38,742 $544K
Financial Perspectives, Inc 0.15% No change 37,725 $542K
Blue Trust, Inc. 0.01% Reduce -4.0% 37,417 $538K
Two Sigma Securities, LLC 0.06% Reduce -13.9% 37,142 $534K
Pension & Wealth Management Advisors, Inc. 0.16% Reduce -6.1% 36,805 $529K
Harbour Investments, Inc. 0.01% Reduce -3.5% 36,165 $517K
NewEdge Advisors, LLC 0.00% Reduce -39.9% 35,625 $512K
Leonteq Securities AG 0.03% Reduce -47.5% 35,174 $505K
Leavell Investment Management, Inc. 0.02% Add +11.8% 34,888 $501K
Arkfeld Wealth Strategies, L.L.C. 0.15% Reduce -4.5% 31,795 $488K
Verdence Capital Advisors LLC 0.03% Reduce -11.0% 33,865 $487K
MMBG Investment Advisors Co. 0.04% Reduce -18.5% 33,655 $484K
Evergreen Capital Management LLC 0.01% Reduce -1.2% 32,725 $470K
US Bancorp \de 0.00% Reduce -85.5% 31,942 $459K
Wealth Alliance, LLC 0.04% Add +57.0% 31,722 $456K
Americana Partners, LLC 0.01% Reduce -33.5% 31,719 $456K
Granville Capital, Inc. 0.24% No change 31,473 $452K
FDx Advisors, Inc. 0.14% New 30,558 $439K
Solstein Capital, LLC 0.18% No change 30,400 $437K
LWM Advisory Services, LLC 0.46% No change 30,210 $434K
BHK Investment Advisors, LLC 0.14% No change 30,000 $431K
Quattro Financial Advisors LLC 0.13% No change 30,000 $431K
Bayesian Capital Management, LP 0.52% New 29,900 $430K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +50.2% 29,830 $429K
Vise Technologies, Inc. 0.01% No change 25,466 $426K
GeoWealth Management, LLC 0.02% Reduce -40.5% 29,486 $424K
Quantum Portfolio Management LLC 0.18% No change 29,402 $423K
Larson Financial Group LLC 0.01% Reduce -4.4% 29,350 $422K
Coldstream Capital Management Inc. 0.01% Reduce -12.9% 29,279 $421K
Osmosis Investment Management UK Ltd 0.01% Add +0.5% 29,115 $418K
Nwam LLC 0.02% Reduce -8.6% 28,951 $416K
Mason & Associates Inc 0.08% Add +2.7% 30,783 $416K
Nisa Investment Advisors, LLC 0.00% Reduce -86.3% 28,893 $415K
Dynasty Wealth Management, LLC 0.00% Add +0.3% 28,604 $411K
Armistice Capital, LLC 0.01% New 28,475 $409K
Limestone Investment Advisors LP 0.20% No change 28,277 $406K
DAVENPORT & Co LLC 0.00% Reduce -0.9% 27,936 $401K
Ping Capital Management, Inc. 0.15% Add +99.3% 27,100 $389K
Fortis Capital Management LLC 0.05% Reduce -5.9% 26,770 $385K
First Western Trust Bank 0.02% No change 26,734 $384K
Picton Mahoney Asset Management 0.00% Reduce -66.0% 26,680 $383K
MLP3, LLC 0.42% No change 26,595 $382K
LRI Investments, LLC 0.03% Reduce -20.1% 26,525 $381K
Horizon Investments, LLC 0.00% Add +49.5% 26,388 $379K
Sheets Smith Wealth Management 0.04% No change 25,992 $374K
Aaron Wealth Advisors LLC 0.02% Reduce -29.1% 25,812 $371K
&partners 0.00% Add +5.3% 25,806 $371K
Bluebird Wealth Management LLC 0.37% Add +4.6% 25,336 $364K
Venturi Wealth Management, LLC 0.02% Reduce -2.5% 25,067 $360K
Indivisible Partners 0.03% Reduce -0.4% 25,049 $360K
DKRT Investments Corp. 0.09% New 25,000 $359K
Siren, L.L.C. 0.01% New 25,000 $359K
Caprock Group, LLC 0.01% Reduce -23.4% 24,949 $359K
Rothschild Investment LLC 0.02% Add +0.9% 24,775 $356K
EdgePoint Investment Group Inc. 0.00% Add +44.2% 24,524 $352K
Legato Capital Management LLC 0.03% New 24,491 $352K
GAM Holding AG 0.03% New 24,273 $349K
Element Pointe Advisors, LLC 0.07% No change 24,195 $348K
Brooklyn Investment Group 0.01% Add +45.7% 23,746 $341K
Lighthouse Investment Partners, LLC 0.01% New 23,238 $334K
Orion Capital Management LLC 0.11% Reduce -4.2% 22,900 $329K
Krane Funds Advisors LLC 0.01% Add +36.7% 23,008 $328K
Toronto Dominion Bank 0.00% Add +94.9% 22,634 $326K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.4% 22,506 $325K
Westmount Partners, LLC 0.08% No change 22,351 $321K
Earned Wealth Advisors, LLC 0.02% Add +15.7% 22,292 $320K
Perigon Wealth Management, LLC 0.01% Add +1.4% 21,958 $316K
Apollon Wealth Management, LLC 0.01% Reduce -24.9% 21,872 $314K
Barometer Capital Management Inc. 0.11% New 21,600 $310K
Inspire Advisors, LLC 0.03% Reduce -15.1% 21,531 $309K
Fortress Private Ledger, LLC 0.10% New 21,510 $309K
Scientech Research LLC 0.26% New 21,394 $307K
Tuttle Capital Management, LLC 0.50% New 21,351 $307K
Asset One Wealth Management LLC 0.03% New 20,301 $306K
Southeast Asset Advisors, LLC 0.03% Reduce -0.0% 21,230 $305K
EP Wealth Advisors, LLC 0.00% New 21,135 $304K
Claro Advisors Inc. 0.04% Reduce -7.4% 21,015 $302K
Emerald Advisers, LLC 0.01% No change 20,752 $298K
Smartleaf Asset Management LLC 0.01% Add +4.6% 22,063 $298K
Cantor Fitzgerald, L. P. 0.01% Add +58.9% 20,500 $295K
Oak Grove Capital LLC 0.05% Add +1.7% 20,385 $293K
Collaborative Fund Advisors, LLC 0.18% — 20,248 $291K
Ameritas Advisory Services, LLC 0.01% Reduce -10.8% 20,182 $290K
Tru Independence Asset Management 2, LLC 0.18% Add +0.6% 20,118 $289K
Western Wealth Management, LLC 0.01% Reduce -23.1% 20,090 $289K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +11.8% 20,056 $288K
CHICAGO TRUST Co NA 0.05% Add +8.2% 20,046 $288K
Breakwater Capital Group 0.04% Reduce -1.6% 19,982 $287K
CMT Capital Markets Trading GmbH 0.13% New 19,947 $287K
Signaturefd, LLC 0.00% Reduce -15.5% 19,647 $282K
Malaga Cove Capital, LLC 0.10% Reduce -14.3% 19,623 $282K
Legacy Financial Independent Advisors LLC 0.15% — 19,457 $280K
Gibbs Wealth Management 0.04% Reduce -11.0% 19,325 $278K
Jane Street Group, LLC 0.00% Reduce -99.7% 19,320 $278K
Farther Finance Advisors, LLC 0.00% Add +12.3% 19,080 $276K
Geneos Wealth Management Inc. 0.01% Reduce -4.7% 18,113 $260K
Platform Technology Partners 0.05% No change 18,030 $259K
Transcend Capital Advisors, LLC 0.02% Add +1.1% 17,962 $258K
Vancity Investment Management Ltd 0.04% Add +12.5% 17,971 $258K
Garden State Investment Advisory Services LLC 0.06% Add +29.6% 17,626 $253K
First Growth Capital LLC 0.23% Add +2.0% 17,518 $253K
Flow Traders U.S. LLC 0.01% Reduce -86.8% 17,354 $249K
Canvas Wealth Advisors, LLC 0.04% Reduce -3.4% 17,234 $248K
AlphaGrep UK Ltd 0.07% New 17,101 $246K
Centiva Capital, LP 0.01% New 17,063 $245K
Parallel Advisors, LLC 0.00% Add +1.4% 17,050 $245K
Shufro Rose & Co. LLC 0.02% No change 17,045 $245K
Longitude (Cayman) Ltd. 0.21% New 17,000 $244K
Integrity Investment Advisors, LLC 0.13% Reduce -20.6% 16,976 $244K
Regal Partners Ltd 0.01% Reduce -91.9% 16,390 $236K
World Investment Advisors 0.00% Add +5.1% 16,370 $235K
Wedbush Securities Inc. 0.01% No change 16,388 $235K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.8% 16,339 $235K
Arlington Capital Management, Inc. 0.13% Reduce -10.4% 16,292 $234K
Lombard Odier Asset Management (Switzerland) SA 0.01% New 16,202 $233K
Fox Run Management, L.L.C. 0.04% New 17,233 $233K
PDS Planning, Inc 0.02% Add +2.8% 16,146 $232K
Mgo One Seven LLC 0.00% Add +21.9% 15,930 $229K
Baird Financial Group, Inc. 0.00% New 15,840 $228K
Kestra Investment Management, LLC 0.00% Add +32.8% 15,584 $224K
Cary Street Partners Financial LLC 0.01% Reduce -3.1% 15,561 $224K
Rakuten Securities, Inc. 0.09% Reduce -66.3% 15,538 $223K
Eagle Rock Investment Company, LLC 0.03% Add +4.9% 15,496 $223K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -21.1% 15,344 $220K
United Capital Financial Advisors, LLC 0.00% Add +2.3% 15,343 $220K
Granite Group Advisors, LLC 0.13% No change 15,299 $216K
Norinchukin Bank, The 0.00% Add +4.4% 14,977 $215K
Storgate, LLC 0.17% Add +5.8% 14,894 $214K
Princeton Capital Management LLC 0.06% No change 14,737 $212K
Chesapeake Capital Corp. 0.15% Reduce -54.2% 14,440 $208K
Vigil Wealth Management, LLC 0.17% Add +0.0% 14,400 $207K
Metis Global Partners, LLC 0.01% Reduce -37.1% 14,333 $206K
SteelPeak Wealth, LLC 0.01% New 14,331 $206K
Csenge Advisory Group 0.01% Reduce -8.4% 14,234 $205K
Core Wealth Partners LLC 0.09% Add +1.4% 14,200 $204K
UMB Bank, n.a. 0.00% Reduce -22.9% 14,183 $204K
Drive Wealth Management, LLC 0.04% Reduce -0.8% 13,919 $200K
Private Wealth Partners, LLC 0.02% No change 13,900 $200K
Ritholtz Wealth Management 0.00% Reduce -13.9% 13,886 $200K
Optas, LLC 0.03% New 13,882 $199K
LRT Capital Management, LLC 0.19% Reduce -61.1% 13,844 $199K
D.A. Davidson & Co. 0.00% Reduce -1.3% 13,741 $197K
Sowell Financial Services LLC 0.01% Add +4.7% 13,556 $195K
OMERS ADMINISTRATION Corp 0.00% No change 13,555 $195K
Osbon Capital Management LLC 0.16% Reduce -0.3% 13,522 $194K
DLK Investment Management, LLC 0.07% New 13,000 $187K
Pinnacle Associates Ltd. 0.00% Add +20.7% 12,977 $186K
49 Wealth Management, LLC 0.01% New 12,963 $186K
Paradice Investment Management LLC 0.03% Add +3.5% 12,942 $186K
AssuredPartners Investment Advisors, LLC 0.02% Reduce -0.5% 12,936 $184K
Arax Advisory Partners 0.01% Reduce -6.8% 12,755 $183K
Waverly Advisors, LLC 0.00% Reduce -0.8% 12,150 $175K
Wexford Capital LP 0.03% New 12,138 $174K
IHT Wealth Management, LLC 0.00% Add +7.9% 12,060 $173K
Global X Japan Co., Ltd. 0.01% New 12,042 $173K
Capula Management Ltd 0.00% New 12,000 $172K
American Trust 0.02% Reduce -1.9% 11,869 $171K
GAMMA Investing LLC 0.01% Reduce -2.1% 11,737 $169K
Norden Group LLC 0.02% Reduce -9.6% 11,548 $166K
Blackhawk Capital Partners, LLC 0.06% Reduce -15.8% 11,467 $165K
Stonekeep Investments, LLC 0.11% Add +4.7% 11,415 $164K
Focus Financial Network, Inc. 0.01% Reduce -26.4% 11,355 $163K
TMB Capital Partners, LLC 0.05% No change 11,211 $161K
HUB Investment Partners, LLC 0.00% Reduce -3.0% 11,032 $159K
Interchange Capital Partners, LLC 0.05% Reduce -70.8% 13,261 $158K
Abc Arbitrage SA 0.02% New 10,787 $155K
Chicago Partners Investment Group LLC 0.00% New 10,301 $153K
Millennium Capital Advisors, LLC 0.09% New 10,550 $152K
Legacy Financial Advisors, Inc. 0.02% Reduce -24.8% 10,542 $151K
XTX Topco Ltd 0.00% Reduce -96.7% 10,120 $145K
Heritage Wealth Management, Inc. 0.08% Add +0.3% 10,027 $144K
Gerber Kawasaki Wealth & Investment Management 0.00% New 10,004 $144K
Everstar Asset Management, LLC 0.08% New 10,000 $144K
Quinn Opportunity Partners LLC 0.01% No change 10,000 $144K
EFG International AG 0.00% Reduce -74.4% 9,700 $139K
Cliffwater LLC 0.04% No change 9,485 $136K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -6.5% 9,350 $134K
Allworth Financial LP 0.00% Add +39.8% 9,272 $133K
Aventura Private Wealth, LLC 0.05% No change 8,895 $128K
CENTRAL TRUST Co 0.00% Reduce -42.4% 8,299 $119K
Berbice Capital Management LLC 0.08% No change 8,000 $115K
Assetmark, Inc. 0.00% Reduce -11.9% 7,561 $109K
Delta Asset Management LLC 0.01% No change 6,910 $99K
Hantz Financial Services, Inc. 0.00% Reduce -94.4% 6,725 $97K
Versant Capital Management, Inc 0.01% Reduce -34.2% 6,609 $95K
EverSource Wealth Advisors, LLC 0.00% Add +58.1% 6,468 $93K
Clearstead Advisors, LLC 0.00% Add +73.6% 6,227 $89K
Ancora Advisors LLC 0.00% Reduce -4.8% 5,712 $82K
Keating Financial Advisory Services, Inc. 0.01% Reduce -0.6% 5,484 $79K
Opal Wealth Advisors, LLC 0.02% New 5,427 $78K
Accent Capital Management, LLC 0.04% Add +205.6% 5,425 $78K
Covestor Ltd 0.05% Reduce -47.9% 5,253 $75K
Whipplewood Advisors, LLC 0.04% Add +1584.0% 5,052 $73K
Oakum Bay Capital LLC 0.04% No change 5,000 $72K
Brown Brothers Harriman & Co. 0.00% Add +50.1% 4,893 $70K
Cullen/Frost Bankers, Inc. 0.00% New 4,600 $66K
Truvestments Capital LLC 0.01% Add +579.5% 4,573 $66K
WPG Advisers, LLC 0.04% Add +16.5% 4,132 $59K
NFSG Corp 0.01% No change 4,000 $57K
Physician Wealth Advisors, Inc. 0.01% Reduce -3.6% 3,888 $56K
Center for Financial Planning, Inc. 0.01% No change 3,787 $54K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -16.9% 3,650 $52K
Tower Research Capital LLC (TRC) 0.00% Add +91.4% 3,417 $49K
VSM Wealth Advisory, LLC 0.01% No change 3,300 $47K
Huntington National Bank 0.00% Add +26.2% 3,192 $46K
Capital Analysts, LLC 0.00% No change 3,051 $44K
Piscataqua Savings Bank 0.03% No change 3,000 $43K
Lanark Financial, Inc. 0.00% Add +28.6% 2,960 $43K
Atlantic Union Bankshares Corp 0.00% No change 2,800 $40K
Vinland Capital Management Gestora de Recursos LTDA. 0.62% Reduce -98.2% 509 $38K
Morse Asset Management, Inc 0.01% Add +39.7% 2,550 $37K
Delos Wealth Advisors, LLC 0.02% New 2,500 $36K
Anchor Investment Management, LLC 0.00% No change 2,400 $34K
Quaker Wealth Management, LLC 0.01% No change 2,300 $33K
Canton Hathaway, LLC 0.01% Reduce -50.0% 2,007 $29K
Armstrong Advisory Group, Inc. 0.00% No change 2,000 $29K
TFC Financial Management, Inc. 0.00% Add +0.2% 1,897 $27K
Cornerstone Planning Group LLC 0.00% Add +16.2% 1,869 $27K
Harbor Investment Advisory, LLC 0.00% Add +7.8% 1,790 $26K
Zions Bancorporation, National Association 0.00% Add +11.7% 1,788 $26K
Owl Creek Wealth Partners LLC 0.01% — 1,750 $25K
Blume Capital Management, Inc. 0.00% No change 1,700 $24K
Toth Financial Advisory Corp. 0.00% Reduce -96.7% 1,678 $24K
Quent Capital, LLC 0.00% Add +5.4% 1,565 $22K
Investment Research & Advisory Group, Inc. 0.01% No change 1,500 $22K
LOM Asset Management Ltd 0.01% No change 1,500 $22K
Rossby Financial, LCC 0.00% Add +4877.8% 1,344 $19K
Sittner & Nelson, LLC 0.01% No change 1,300 $19K
Westside Investment Management, Inc. 0.00% No change 1,300 $18K
Rachor Investment Advisory Services, LLC 0.01% Add +7.3% 1,224 $18K
HM Payson & Co. 0.00% Add +113.1% 1,200 $17K
Destiny Wealth Partners, LLC 0.00% New 1,190 $17K
Kemnay Advisory Services Inc. 0.00% Reduce -19.6% 1,139 $16K
Root Financial Partners, LLC 0.00% Add +241.7% 1,114 $16K
Twin Peaks Wealth Advisors, LLC 0.00% New 1,097 $16K
Private Trust Co. NA 0.00% Reduce -11.3% 1,081 $16K
Parkside Financial Bank & Trust 0.00% Reduce -4.8% 1,021 $15K
Raelipskie Partnership 0.01% No change 1,000 $14K
Wilmington Savings Fund Society, FSB 0.00% No change 973 $14K
Allianz SE 0.00% New 940 $14K
Activest Wealth Management 0.00% New 893 $13K
Elequin Capital, LP 0.00% New 863 $12K
Financial Gravity Asset Management, Inc. 0.00% New 838 $12K
Essential Partners LLC 0.00% Reduce -6.0% 816 $12K
Finley Financial, LLC 0.01% No change 771 $11K
Global Wealth Strategies & Associates 0.00% No change 750 $11K
JFS Wealth Advisors, LLC 0.00% No change 750 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 750 $11K
Fifth Third Bancorp 0.00% Reduce -64.4% 707 $10K
Strategic Wealth Partners, Ltd. 0.00% Add +1.1% 663 $10K
Basecamp Wealth Advisors LLC 0.00% Reduce -0.7% 601 $9K
Winch Advisory Services, LLC 0.00% No change 600 $9K
McIlrath & Eck, LLC 0.00% New 562 $8K
Ankerstar Wealth, LLC 0.01% New 559 $8K
Avion Wealth 0.00% Add +50.0% 600 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 550 $8K
Cassaday & Co Wealth Management LLC 0.00% New 548 $8K
Meeder Asset Management Inc. 0.00% Reduce -25.6% 546 $8K
PFS Partners, LLC 0.00% No change 518 $7K
McGuire Capital Advisors Inc. 0.00% No change 500 $7K
Vision Retirement, LLC 0.00% No change 500 $7K
MidFirst Bank 0.00% No change 500 $7K
Raffa Wealth Management, LLC 0.00% No change 493 $7K
One River Asset Management, LLC 0.02% New 450 $6K
Park Place Capital Corp 0.00% No change 420 $6K
Winthrop Capital Management, LLC 0.00% No change 421 $6K
Acumen Wealth Advisors, LLC 0.00% New 410 $6K
American National Bank & Trust 0.00% Reduce -56.5% 410 $6K
Carolina Wealth Advisors, LLC 0.00% Reduce -99.5% 391 $6K
Ascentis Independent Advisors 0.00% New 380 $5K
Sunbelt Securities, Inc. 0.00% Reduce -3.4% 338 $5K
First Horizon Corp. 0.00% Add +11.8% 331 $5K
Bayforest Capital Ltd 0.01% New 327 $5K
Raleigh Capital Management Inc. 0.00% New 321 $5K
Highline Wealth Partners LLC 0.00% Reduce -12.8% 319 $5K
TD Private Client Wealth LLC 0.00% Add +62.6% 309 $4K
Cornerstone Financial Management LLC 0.00% Add +122.1% 291 $4K
Pin Oak Investment Advisors Inc. 0.00% No change 257 $4K
CX Institutional 0.00% New 304 $4K
Adirondack Trust Co. 0.00% No change 255 $4K
Clearstead Trust, LLC 0.00% Reduce -37.1% 231 $3K
True Wealth Design, LLC 0.00% Reduce -3.4% 230 $3K
Grove Bank & Trust 0.00% Reduce -55.4% 230 $3K
Bell Investment Advisors, Inc 0.00% Reduce -70.7% 210 $3K
Cromwell Holdings LLC 0.00% No change 208 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 200 $3K
Trask Adam Roland 0.00% — 193 $3K
Evolution Wealth Management Inc. 0.00% New 182 $3K
Spire Wealth Management 0.00% No change 182 $3K
Brown, Lisle/Cummings, Inc. 0.00% New 175 $3K
First Command Advisory Services, Inc. 0.00% New 175 $3K
SHP Wealth Management 0.00% Add +50.0% 168 $2K
Dogwood Wealth Management LLC 0.00% New 162 $2K
Westfuller Advisors, LLC 0.00% Reduce -22.1% 134 $2K
Copia Wealth Management 0.00% No change 129 $2K
Hughes Financial Services, LLC 0.00% New 122 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -2.0% 100 $1K
Signature Equity Partners, LLC 0.00% Reduce -1.0% 100 $1K
Country Trust Bank 0.00% No change 100 $1K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -68.7% 99 $1K
Channing Global Advisors, LLC 0.00% No change 90 $1K
Johnson Financial Group, Inc. 0.00% No change 87 $1K
Colonial Trust Advisors 0.00% New 75 $1K
Golden State Wealth Management, LLC 0.00% No change 71 $1K
Dunhill Financial, LLC 0.00% New 69 $991
Transamerica Financial Advisors, LLC 0.00% Add +170.8% 65 $934
First Pacific Financial 0.00% New 50 $719
Manchester Capital Management LLC 0.00% No change 49 $705
DecisionPoint Financial, LLC 0.00% No change 45 $647
SouthState Bank Corp 0.00% No change 45 $647
CoreCap Advisors, LLC 0.00% Add +90.0% 38 $546
Innovative Asset Advisors Group, LLC 0.00% — 36 $517
Wealth Preservation Advisors, LLC 0.00% No change 35 $503
Trust Co 0.00% No change 33 $474
Intentional Wealth Strategies, LLC 0.00% — 29 $417
MV Capital Management, Inc. 0.00% Add +47.4% 28 $403
Abound Wealth Management 0.00% No change 26 $374
GHP Investment Advisors, Inc. 0.00% New 25 $360
Vision Financial Markets LLC 0.00% No change 16 $230
Financial Consulate, Inc. 0.00% New 14 $202
Stone House Investment Management, LLC 0.00% Reduce -63.9% 13 $187
Bogart Wealth, LLC 0.00% New 12 $172
Creative Financial Designs Inc. 0.00% No change 10 $144
High Note Wealth, LLC 0.00% No change 10 $144

"% 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.