Blue Owl CapitalOWL
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 522 institutions reported holding Blue Owl Capital Inc. (OWL) in their 13F filings, up 46 from Q3 2025. 112 opened new positions and 87 sold out. The largest holders were Capital World Investors ($1.3B), FMR LLC ($1.3B) and Vanguard Group Inc. ($1.0B). 8 famous investors held it, including George Soros (0.3% of Soros Fund Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Blue Owl Capital Inc.
- CUSIP
- 09581B103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $342.8M |
| Exits | 87 | $236.3M |
All 13F filers, Q3 2025 → Q4 2025: 87,083,676 shares bought and 73,063,709 shares sold, net +14,019,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 522 holders
| Capital World Investors | 0.18% | Add +5.9% | 90,245,690 | $1.3B |
| FMR LLC | 0.06% | Add +34.8% | 83,890,876 | $1.3B |
| Vanguard Group Inc. | 0.01% | Add +1.0% | 68,608,868 | $1.0B |
| Capital International Investors | 0.15% | Add +4.3% | 65,402,615 | $977.1M |
| BlackRock, Inc. | 0.01% | Reduce -26.7% | 34,188,671 | $510.8M |
| ICONIQ Capital, LLC | 7.56% | No change | 33,500,000 | $500.4M |
| Bank of America Corp. | 0.02% | Reduce -20.6% | 17,924,330 | $267.8M |
| Boston Partners | 0.22% | Add +16.2% | 14,123,877 | $211.3M |
| Geode Capital Management, LLC | 0.01% | Add +5.0% | 11,709,690 | $175.0M |
| State Street Corp. | 0.01% | Add +6.0% | 10,947,907 | $163.6M |
| Norges Bank | 0.01% | — | 9,413,871 | $140.6M |
| Morgan Stanley | 0.01% | Reduce -26.2% | 9,047,936 | $135.2M |
| CIBC Private Wealth Group LLC | 0.20% | Reduce -19.2% | 7,925,890 | $118.4M |
| Beck Mack & Oliver LLC | 2.11% | Add +13.3% | 7,766,893 | $116.0M |
| William Blair Investment Management, LLC | 0.32% | New | 7,615,956 | $113.8M |
| Advent International, L.P. | 2.07% | Add +22.1% | 6,686,817 | $99.9M |
| RDST Capital LLC | 8.82% | Add +39.5% | 6,265,485 | $93.6M |
| Regents of the University of California | 3.19% | No change | 5,991,575 | $89.5M |
| Bank of New York Mellon Corp | 0.01% | Add +120.1% | 5,344,693 | $79.8M |
| Callodine Capital Management, LP | 6.06% | Add +29.3% | 5,047,402 | $75.4M |
| National Philanthropic Trust | 0.66% | Add +76.2% | 4,492,000 | $67.1M |
| Federated Hermes, Inc. | 0.11% | Reduce -18.9% | 4,481,555 | $67.0M |
| Westfield Capital Management Co. LP | 0.28% | Add +4.6% | 4,423,608 | $66.1M |
| Capital Research Global Investors | 0.01% | Add +225.7% | 4,299,836 | $64.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +39.8% | 4,288,493 | $64.1M |
| Danica Pension, Livsforsikringsaktieselskab | 0.89% | Add +7.8% | 4,149,597 | $62.0M |
| UBS Group AG | 0.01% | Reduce -19.6% | 3,958,195 | $59.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.8% | 3,947,909 | $59.0M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.3% | 3,924,411 | $58.6M |
| Voya Investment Management LLC | 0.06% | Reduce -6.5% | 3,588,308 | $53.6M |
| State of New Jersey Common Pension Fund A | 19.68% | No change | 3,555,770 | $53.1M |
| Franklin Resources Inc. | 0.01% | Add +3.8% | 3,364,759 | $50.3M |
| Northern Trust Corp. | 0.01% | Add +1.3% | 3,005,613 | $44.9M |
| Clearbridge Investments, LLC | 0.04% | Reduce -0.5% | 2,931,085 | $43.8M |
| Partners Group Holding AG | 2.77% | Add +41.5% | 2,745,267 | $41.0M |
| Brown University | 26.93% | No change | 2,569,816 | $38.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.9% | 2,558,254 | $38.2M |
| HMI Capital Management, L.P. | 2.96% | Reduce -57.7% | 2,412,457 | $36.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +49.8% | 2,248,778 | $33.6M |
| Lind Value II ApS | 9.92% | New | 2,056,475 | $30.7M |
| Millennium Management | 0.02% | Add +352.6% | 1,965,728 | $29.4M |
| Barton Investment Management | 3.14% | Add +1.6% | 1,950,164 | $29.1M |
| Wells Fargo & Company | 0.01% | Add +17.0% | 1,877,563 | $28.1M |
| M&G PLC | 0.15% | Add +20.7% | 1,852,491 | $27.8M |
| GW&K Investment Management, LLC | 0.24% | Add +22.6% | 1,848,447 | $27.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -45.8% | 1,829,725 | $27.3M |
| Nomura Asset Management International Inc. | 0.04% | — | 1,731,506 | $25.9M |
| Invesco Ltd. | 0.00% | Reduce -44.0% | 1,714,440 | $25.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -34.1% | 1,668,231 | $24.9M |
| LPL Financial LLC | 0.01% | Add +5.9% | 1,644,310 | $24.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.6% | 1,616,776 | $24.2M |
| Caption Management, LLC | 0.95% | Add +128.2% | 1,397,623 | $20.9M |
| Cresset Asset Management, LLC | 0.09% | Reduce -0.0% | 1,366,130 | $20.4M |
| Cortland Associates Inc. | 2.57% | Reduce -32.1% | 1,364,393 | $20.4M |
| Vaughan Nelson Investment Management, L.P. | 0.20% | Reduce -54.1% | 1,337,790 | $20.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.0% | 1,259,552 | $18.8M |
| Cat Rock Capital Management LP | 2.61% | Add +0.7% | 1,220,586 | $18.2M |
| Swiss National Bank | 0.01% | Add +5.8% | 1,219,700 | $18.2M |
| Citadel Advisors | 0.01% | Add +399.3% | 1,199,169 | $17.9M |
| Soros Fund Management | 0.32% | New | 1,186,576 | $17.7M |
| AQR Capital Management | 0.01% | Add +1383.8% | 1,180,743 | $17.6M |
| Nuveen, LLC | 0.00% | Add +0.9% | 1,176,708 | $17.6M |
| Capital Advisors Inc. | 0.25% | Reduce -0.3% | 1,043,735 | $15.6M |
| Verity & Verity, LLC | 1.20% | Add +45.2% | 1,036,594 | $15.5M |
| Transcend Capital Advisors, LLC | 1.17% | Reduce -6.4% | 1,012,784 | $15.1M |
| Point72 Asset Management | 0.02% | New | 1,012,476 | $15.1M |
| Chescapmanager LLC | 2.37% | Add +50.6% | 962,969 | $14.4M |
| Estuary Capital Management LP | 2.54% | New | 956,257 | $14.3M |
| Cander Asset Management LP | 2.62% | — | 946,296 | $14.1M |
| State of Wisconsin Investment Board | 0.03% | Add +13.0% | 876,685 | $13.1M |
| California Public Employees Retirement System | 0.01% | Add +0.5% | 875,178 | $13.1M |
| Foster Victor Wealth Advisors, LLC | 0.73% | Add +4.0% | 786,264 | $12.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +1098.9% | 827,432 | $12.4M |
| Walleye Capital LLC | 0.07% | Reduce -70.9% | 818,348 | $12.2M |
| Kinetic Partners Management, LP | 0.59% | Reduce -70.7% | 810,548 | $12.1M |
| Turtle Creek Wealth Advisors, LLC | 0.95% | Reduce -24.8% | 807,268 | $12.1M |
| Border to Coast Pensions Partnership Ltd | 0.21% | Add +6.7% | 800,000 | $12.0M |
| OCO Capital Partners, L.P. | 3.37% | New | 791,762 | $11.8M |
| MAI Capital Management | 0.07% | Add +266.3% | 779,429 | $11.6M |
| Assetmark, Inc. | 0.02% | Add +74066.7% | 743,150 | $11.1M |
| HRT Financial LP | 0.03% | New | 732,445 | $10.9M |
| Fred Alger Management, LLC | 0.04% | Reduce -23.8% | 727,405 | $10.9M |
| ArrowMark Colorado Holdings LLC | 0.24% | Reduce -4.2% | 719,936 | $10.8M |
| Cobalt Capital Management, Inc. | 4.63% | New | 700,085 | $10.5M |
| Manning & Napier Advisors LLC | 0.14% | Add +16.7% | 700,000 | $10.5M |
| Lyell Wealth Management, LP | 0.75% | Add +41.6% | 689,455 | $10.3M |
| OMERS ADMINISTRATION Corp | 0.07% | Add +33.7% | 673,100 | $10.1M |
| Legal & General Group Plc | 0.00% | Reduce -4.6% | 665,593 | $9.9M |
| Rhumbline Advisers | 0.01% | Reduce -1.1% | 655,150 | $9.8M |
| Huntington National Bank | 0.08% | Add +33.4% | 650,605 | $9.7M |
| Jane Street Group, LLC | 0.01% | New | 650,278 | $9.7M |
| Victory Capital Management Inc. | 0.01% | Add +1.9% | 643,503 | $9.6M |
| Royal Bank of Canada | 0.00% | Reduce -73.8% | 642,856 | $9.6M |
| Explore Capital Management, LLC | 7.70% | Reduce -29.3% | 621,318 | $9.3M |
| &partners | 0.05% | Add +10.0% | 580,999 | $9.3M |
| Citigroup Inc. | 0.01% | Add +18.0% | 618,250 | $9.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -34.8% | 606,503 | $9.1M |
| American Financial Group Inc. | 3.32% | New | 600,000 | $9.0M |
| Susquehanna International Group, LLP | 0.01% | Add +12.2% | 595,390 | $8.9M |
| Chicago Partners Investment Group LLC | 0.22% | Reduce -5.8% | 585,709 | $8.9M |
| Natixis Advisors, LLC | 0.01% | Add +20.0% | 590,185 | $8.8M |
| California State Teachers Retirement System | 0.01% | Add +4.6% | 587,749 | $8.8M |
| Leeward Investments, LLC - MA | 0.43% | New | 575,005 | $8.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 570,627 | $8.5M |
| GenTrust, LLC | 0.36% | Add +0.0% | 553,984 | $8.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -71.0% | 546,160 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +17.3% | 540,473 | $8.1M |
| Janus Henderson Group PLC | 0.00% | Add +15.2% | 530,139 | $7.9M |
| MKP Capital Management, L.L.C. | 0.26% | New | 494,639 | $7.4M |
| SPX Gestao de Recursos Ltda | 0.75% | Add +28.4% | 489,660 | $7.3M |
| ExodusPoint Capital Management, LP | 0.08% | New | 487,222 | $7.3M |
| Stephens Inc. | 0.09% | Reduce -34.1% | 472,030 | $7.1M |
| Susquehanna Fundamental Investments, LLC | 0.23% | New | 453,532 | $6.8M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 452,049 | $6.8M |
| Elevation Point Wealth Partners, LLC | 0.32% | Add +20.7% | 451,650 | $6.7M |
| National Bank of Canada | 0.01% | Reduce -5.0% | 451,261 | $6.7M |
| Man Group plc | 0.01% | Add +255.2% | 447,669 | $6.7M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +3543.0% | 447,652 | $6.7M |
| Atom Investors LP | 0.53% | New | 447,272 | $6.7M |
| DNB Asset Management AS | 0.02% | Reduce -7.3% | 422,491 | $6.3M |
| PEAK6 LLC | 0.17% | Reduce -43.8% | 415,943 | $6.2M |
| Strategic Wealth Partners, Ltd. | 0.42% | Add +60.2% | 411,857 | $6.2M |
| WINTON GROUP Ltd | 0.21% | Add +1120.6% | 404,010 | $6.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +1.2% | 403,330 | $6.0M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Add +351.4% | 391,326 | $5.8M |
| Bank of Nova Scotia | 0.01% | New | 385,490 | $5.8M |
| Barclays PLC | 0.00% | Reduce -41.9% | 371,649 | $5.6M |
| Ieq Capital, LLC | 0.02% | New | 365,015 | $5.5M |
| NewEdge Advisors, LLC | 0.02% | Add +11.8% | 354,023 | $5.3M |
| XTX Topco Ltd | 0.13% | New | 337,968 | $5.0M |
| Van Eck Associates Corp. | 0.00% | Add +36.8% | 330,782 | $4.9M |
| Townsend Asset Management Corp. /NC/ | 1.72% | Add +4.2% | 326,347 | $4.9M |
| Ardsley Advisory Partners LP | 0.62% | New | 325,000 | $4.9M |
| First National Trust Co | 0.16% | Add +0.0% | 320,088 | $4.8M |
| Gabelli Funds LLC | 0.03% | Reduce -6.5% | 316,411 | $4.7M |
| Trexquant Investment LP | 0.04% | Add +608.0% | 315,900 | $4.7M |
| HUB Investment Partners, LLC | 0.12% | Reduce -62.3% | 304,238 | $4.5M |
| Cibc World Markets Corp. | 0.02% | — | 300,000 | $4.5M |
| New York State Common Retirement Fund | 0.01% | No change | 296,744 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Add +39.1% | 286,511 | $4.3M |
| Granite FO LLC | 2.28% | Add +13.2% | 286,446 | $4.3M |
| Tudor Investment Corporation | 0.02% | New | 277,008 | $4.1M |
| APG Asset Management N.V. | 0.01% | Reduce -6.1% | 323,856 | $4.1M |
| Renaissance Technologies | 0.01% | Reduce -82.9% | 274,800 | $4.1M |
| Tranquility Partners, LLC | 1.44% | Add +5.1% | 266,832 | $4.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.0% | 265,986 | $4.0M |
| Diversify Wealth Management, LLC | 0.17% | Add +26.3% | 245,039 | $3.7M |
| Quantinno Capital Management LP | 0.01% | Add +64.7% | 243,518 | $3.6M |
| Orange Investment Advisors, Inc. | 0.40% | Add +3.2% | 243,004 | $3.6M |
| HSBC Holdings PLC | 0.00% | Add +129.4% | 239,674 | $3.6M |
| Dark Forest Capital Management LP | 0.16% | Add +3.9% | 237,809 | $3.6M |
| Algert Global LLC | 0.05% | Add +21.3% | 232,600 | $3.5M |
| Empowered Funds, LLC | 0.06% | Reduce -25.5% | 220,294 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Add +55.6% | 213,158 | $3.2M |
| Picton Mahoney Asset Management | 0.03% | New | 212,309 | $3.2M |
| Easterly Investment Partners LLC | 0.19% | New | 206,673 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.6% | 204,966 | $3.1M |
| Vestor Capital, LLC | 0.26% | Reduce -5.6% | 206,364 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Add +11.1% | 202,778 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | Reduce -6.1% | 191,400 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.3% | 191,079 | $2.9M |
| Cary Street Partners Financial LLC | 0.07% | Add +23.0% | 190,675 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -82.2% | 189,226 | $2.8M |
| Capital International, Inc. | 0.02% | Add +247.5% | 183,198 | $2.7M |
| Arizona State Retirement System | 0.01% | Reduce -2.4% | 171,733 | $2.6M |
| Verdence Capital Advisors LLC | 0.15% | Add +28.1% | 166,802 | $2.5M |
| Summit Trail Advisors, LLC | 0.04% | Add +6.2% | 166,426 | $2.5M |
| Engineers Gate Manager LP | 0.03% | Add +59.7% | 163,278 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +86.3% | 159,885 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -15.6% | 158,767 | $2.4M |
| M.D. Sass, LLC | 0.19% | Reduce -45.9% | 158,065 | $2.4M |
| Stanley-Laman Group, Ltd. | 0.30% | Add +4.0% | 156,114 | $2.3M |
| Creative Planning | 0.00% | Add +80.5% | 151,556 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +59.0% | 141,429 | $2.1M |
| Pinebridge Investments LLC | 0.02% | — | 141,147 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -63.9% | 140,784 | $2.1M |
| Ancora Advisors LLC | 0.04% | Add +25765.7% | 248,052 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | Add +9.3% | 135,600 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.0% | 129,182 | $1.9M |
| SG Americas Securities, LLC | 0.00% | Add +1190.5% | 127,555 | $1.9M |
| Rothschild Investment LLC | 0.10% | Add +30.2% | 126,756 | $1.9M |
| Canada Pension Plan Investment Board | 0.00% | No change | 125,478 | $1.9M |
| Capital International Sarl | 0.03% | Add +5.3% | 125,001 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +7.8% | 120,713 | $1.8M |
| Levin Capital Strategies, L.P. | 0.15% | Add +150.6% | 117,404 | $1.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +19.7% | 114,690 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.2% | 110,535 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -0.6% | 108,463 | $1.6M |
| Danske Bank A/S | 0.00% | No change | 105,281 | $1.6M |
| HCR Wealth Advisors | 0.15% | Reduce -8.6% | 104,738 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | Add +30.1% | 97,484 | $1.6M |
| Jefferies Financial Group Inc. | 0.01% | Add +52.7% | 100,870 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.7% | 99,489 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +6.6% | 99,307 | $1.5M |
| Freedom Day Solutions, LLC | 0.39% | Reduce -9.1% | 96,459 | $1.4M |
| Xponance LLC | 0.01% | Add +8.3% | 95,769 | $1.4M |
| FORA Capital, LLC | 0.17% | Add +258.1% | 94,066 | $1.4M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +105.3% | 93,517 | $1.4M |
| Sei Investments Co. | 0.00% | Add +34.6% | 92,523 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +10.9% | 91,467 | $1.4M |
| Alberta Investment Management Corp | 0.01% | New | 85,200 | $1.3M |
| Bank of Montreal | 0.00% | Add +148.6% | 84,371 | $1.3M |
| Alps Advisors Inc. | 0.01% | Reduce -0.6% | 81,220 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Reduce -9.8% | 80,495 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | No change | 79,782 | $1.2M |
| MidFirst Bank | 0.09% | — | 78,650 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +1.6% | 77,962 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +1.2% | 76,939 | $1.1M |
| Mariner, LLC | 0.00% | Add +129.4% | 76,703 | $1.1M |
| Inspire Trust Co, N.A. | 0.19% | No change | 76,000 | $1.1M |
| Corsair Capital Management, L.P. | 0.19% | New | 75,000 | $1.1M |
| Fiduciary Trust Co | 0.01% | Add +29.6% | 74,688 | $1.1M |
| North Star Investment Management Corp. | 0.07% | New | 71,570 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +324.0% | 65,790 | $1.1M |
| Blair William & Co. | 0.00% | Add +31.3% | 68,883 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | No change | 68,882 | $1.0M |
| SMH Capital Advisors Inc. | 2.06% | Reduce -0.2% | 67,769 | $1.0M |
| Lee Financial Co | 0.14% | Add +18.9% | 67,181 | $1.0M |
| Astra Wealth Partners LLC | 0.61% | New | 67,000 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | Add +0.9% | 66,050 | $987K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.9% | 64,061 | $957K |
| Twin Focus Capital Partners, LLC | 0.11% | New | 62,540 | $934K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.0% | 63,140 | $924K |
| Weiss Asset Management LP | 0.02% | New | 61,560 | $920K |
| Axq Capital, LP | 0.20% | Add +279.1% | 60,144 | $899K |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.3% | 59,647 | $891K |
| Amalgamated Bank | 0.01% | Add +18.4% | 58,251 | $870K |
| Captrust Financial Advisors | 0.00% | Add +174.1% | 56,659 | $846K |
| GAMCO Investors | 0.01% | No change | 55,000 | $822K |
| TD Asset Management Inc | 0.00% | Add +5.2% | 54,701 | $817K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.8% | 54,697 | $817K |
| Evergreen Capital Management LLC | 0.02% | New | 54,679 | $817K |
| CastleKnight Management LP | 0.05% | New | 54,200 | $810K |
| Edgestream Partners, L.P. | 0.02% | Reduce -71.2% | 53,669 | $802K |
| CIBC Asset Management Inc | 0.00% | Add +27.2% | 53,384 | $798K |
| Capstone Capital Management Ltd | 0.76% | — | 53,086 | $793K |
| Div Capital Phoenix Assets Ltd | 0.20% | — | 53,013 | $792K |
| Richard Bernstein Advisors LLC | 0.02% | Reduce -10.1% | 51,966 | $776K |
| Mutual Advisors, LLC | 0.02% | Add +29.2% | 51,192 | $765K |
| Brown Advisory Inc. | 0.00% | Add +26.4% | 50,836 | $759K |
| Guggenheim Capital LLC | 0.01% | Reduce -0.8% | 50,812 | $759K |
| MML Investors Services, LLC | 0.00% | Add +68.5% | 50,717 | $758K |
| Wiregrass Investment Management LLC | 0.62% | — | 49,738 | $743K |
| Diversified Trust Co. | 0.01% | Add +0.4% | 48,918 | $731K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -7.0% | 48,500 | $725K |
| King Luther Capital Management Corp. | 0.00% | Reduce -40.2% | 47,781 | $714K |
| SummitTX Capital, L.P. | 0.02% | New | 47,611 | $711K |
| Symphony Financial, Ltd. Co. | 0.09% | Add +0.9% | 46,998 | $704K |
| TrinityBridge Ltd | 0.02% | Reduce -25.1% | 45,695 | $682K |
| NewEdge Wealth, LLC | 0.01% | Add +260.1% | 45,540 | $680K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 45,190 | $675K |
| Activest Wealth Management | 0.12% | Add +1416.5% | 44,359 | $663K |
| Erste Asset Management GmbH | 0.01% | New | 44,050 | $658K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.3% | 43,801 | $654K |
| QRG Capital Management, Inc. | 0.01% | Add +137.0% | 43,147 | $645K |
| Meketa Investment Group Inc. | 2.14% | No change | 42,456 | $634K |
| Whipplewood Advisors, LLC | 0.40% | New | 41,903 | $626K |
| MetLife Investment Management, LLC | 0.00% | Add +5.0% | 41,002 | $613K |
| State of Wyoming | 0.07% | Add +39.7% | 40,585 | $606K |
| Segall Bryant & Hamill, LLC | 0.01% | Reduce -2.7% | 40,248 | $601K |
| Harbor Advisors LLC | 0.09% | No change | 40,000 | $598K |
| Leonteq Securities AG | 0.03% | Add +524.0% | 39,870 | $596K |
| Catalyst Capital Advisors LLC | 0.01% | Reduce -17.8% | 39,034 | $583K |
| Kentucky Retirement Systems | 0.02% | No change | 38,299 | $572K |
| Oak Thistle LLC | 0.08% | New | 38,090 | $569K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 37,936 | $567K |
| Comerica Bank | 0.00% | Reduce -97.0% | 37,483 | $560K |
| Ostrum Asset Management | 0.03% | Reduce -49.3% | 37,410 | $559K |
| Focus Partners Wealth | 0.00% | New | 37,064 | $554K |
| Odyssean, LLC | 0.38% | — | 35,857 | $536K |
| Drucker Wealth 3.0, LLC | 0.09% | Reduce -3.0% | 35,660 | $533K |
| Permanent Capital Management, LP | 0.10% | Add +41.3% | 35,518 | $531K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -66.0% | 34,904 | $521K |
| Fiera Capital Corp | 0.00% | Add +1.4% | 34,871 | $521K |
| Waverly Advisors, LLC | 0.00% | Add +26.0% | 34,417 | $514K |
| Utah Retirement Systems | 0.00% | Add +4.4% | 33,675 | $503K |
| Voya Financial Advisors, Inc. | 0.05% | Reduce -13.1% | 32,475 | $495K |
| Regent Peak Wealth Advisors LLC | 0.10% | Add +0.4% | 461,664 | $491K |
| DAVENPORT & Co LLC | 0.00% | New | 31,979 | $478K |
| Benjamin Edwards Inc. | 0.01% | Add +115.8% | 31,893 | $476K |
| Fund Advisors of America Inc | 0.44% | — | 31,758 | $474K |
| Avior Wealth Management, LLC | 0.01% | Add +7.6% | 31,559 | $471K |
| Merit Financial Group, LLC | 0.00% | Add +36.4% | 31,459 | $470K |
| Pathstone Holdings, LLC | 0.00% | Reduce -7.0% | 31,270 | $467K |
| TT Capital Management LLC | 0.37% | New | 31,200 | $466K |
| Wealth Preservation Advisors, LLC | 0.23% | Reduce -4.2% | 30,759 | $460K |
| Hudson Bay Capital Management LP | 0.00% | New | 30,740 | $459K |
| Nissay Asset Management Corp. /Japan | 0.00% | New | 30,157 | $451K |
| Argentarii, LLC | 0.15% | Reduce -4.5% | 30,079 | $449K |
| Corient IA LP | 0.42% | No change | 30,000 | $448K |
| Maryland State Retirement & Pension System | 0.01% | No change | 29,649 | $443K |
| FFT Wealth Management LLC | 0.08% | Add +6.5% | 29,641 | $443K |
| FNY Investment Advisers, LLC | 0.13% | Add +5302.9% | 29,500 | $440K |
| Capital Insight Partners, LLC | 0.09% | Reduce -28.8% | 28,641 | $438K |
| Adams Asset Advisors, LLC | 0.06% | New | 29,233 | $437K |
| Ossiam | 0.01% | Add +112.7% | 29,161 | $436K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +12.7% | 28,279 | $422K |
| Swiss Life Asset Management Ltd | 0.00% | Add +5.6% | 28,186 | $421K |
| Performance Wealth Partners, LLC | 0.01% | Add +1.6% | 27,986 | $418K |
| Sage Advisors, LLC | 0.27% | Add +15.0% | 27,641 | $413K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +33.1% | 26,258 | $392K |
| Pension & Wealth Management Advisors, Inc. | 0.11% | Add +3.6% | 25,726 | $384K |
| Cwm, LLC | 0.00% | Add +662.7% | 25,681 | $384K |
| Composition Wealth, LLC | 0.01% | Add +31.8% | 25,154 | $376K |
| Quadrant Capital Group LLC | 0.01% | Add +125.1% | 25,135 | $376K |
| Fieldview Capital Management, LLC | 0.06% | Add +29.0% | 25,131 | $375K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 24,661 | $368K |
| Fox Run Management, L.L.C. | 0.06% | Reduce -1.8% | 24,351 | $364K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -54.5% | 24,091 | $360K |
| Hilltop Holdings Inc. | 0.02% | Add +49.0% | 23,791 | $355K |
| M&T Bank Corp | 0.00% | Add +91.9% | 23,712 | $354K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 23,126 | $346K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.6% | 22,954 | $343K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 22,762 | $340K |
| Beacon Investment Advisors LLC | 0.13% | Add +21.7% | 21,771 | $325K |
| Hamilton Capital Partners Inc. | 0.01% | Add +24.8% | 21,671 | $324K |
| North Dakota State Investment Board | 0.01% | — | 21,645 | $323K |
| Park Avenue Securities LLC | 0.00% | Add +63.4% | 21,490 | $321K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 21,110 | $315K |
| Teacher Retirement System of Texas | 0.00% | Reduce -73.9% | 20,310 | $303K |
| First Trust Advisors LP | 0.00% | Add +31.1% | 20,081 | $300K |
| Prota Financial, LLC | 0.22% | — | 20,007 | $299K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -16.5% | 19,713 | $296K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -1.6% | 19,814 | $296K |
| Capstone Investment Advisors, LLC | 0.00% | New | 19,590 | $293K |
| Brevan Howard Capital Management LP | 0.01% | New | 19,237 | $287K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -64.5% | 19,208 | $287K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -97.8% | 18,647 | $279K |
| US Bancorp \de | 0.00% | Add +31.3% | 18,476 | $276K |
| KBC Group NV | 0.00% | No change | 18,268 | $273K |
| Krilogy Financial LLC | 0.01% | New | 18,657 | $273K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -36.6% | 18,110 | $271K |
| Farther Finance Advisors, LLC | 0.00% | Add +239.5% | 18,037 | $269K |
| Vident Advisory, LLC | 0.00% | Add +4.4% | 17,874 | $267K |
| VestGen Advisors, LLC | 0.01% | Add +5.4% | 17,850 | $267K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -6.5% | 17,770 | $265K |
| Prudential Financial Inc. | 0.00% | Reduce -50.8% | 17,645 | $264K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -6.2% | 16,918 | $264K |
| Boothbay Fund Management, LLC | 0.01% | New | 17,634 | $263K |
| Hunting Hill Global Capital, LLC | 0.26% | Reduce -74.6% | 17,299 | $258K |
| TD Private Client Wealth LLC | 0.01% | Reduce -6.8% | 17,253 | $258K |
| Avalon Trust Co | 0.02% | Reduce -97.5% | 17,100 | $255K |
| Verition Fund Management LLC | 0.00% | Reduce -77.6% | 17,070 | $255K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -76.7% | 16,895 | $252K |
| Amundi | 0.00% | New | 16,792 | $251K |
| Prelude Capital Management, LLC | 0.02% | New | 16,720 | $250K |
| Signature Wealth Management Partners, LLC | 0.12% | New | 16,575 | $248K |
| Fulton Bank, N.A. | 0.01% | Add +17.9% | 16,312 | $244K |
| Scientech Research LLC | 0.15% | Reduce -64.7% | 16,091 | $240K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | No change | 16,053 | $240K |
| Tempo Wealth, LLC | 0.04% | — | 15,879 | $237K |
| Hedeker Wealth, LLC | 0.05% | Reduce -48.9% | 15,844 | $237K |
| Probity Advisors, Inc. | 0.04% | New | 15,754 | $235K |
| Copeland Capital Management, LLC | 0.01% | Add +33.9% | 15,598 | $233K |
| Visionary Wealth Advisors | 0.01% | Reduce -3.5% | 15,503 | $232K |
| STRS Ohio | 0.00% | Add +4.3% | 15,207 | $227K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 15,184 | $227K |
| Xxi Wealth, LLC | 0.14% | — | 15,149 | $226K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -13.8% | 14,996 | $224K |
| Royce & Associates LP | 0.00% | Reduce -40.2% | 14,876 | $222K |
| PharVision Advisers, LLC | 0.11% | New | 14,748 | $220K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -19.3% | 14,565 | $217K |
| Westwood Wealth Management | 0.16% | New | 14,427 | $216K |
| Lionshead Wealth Management, LLC | 0.16% | Add +1.6% | 14,427 | $216K |
| Bleakley Financial Group, LLC | 0.00% | New | 14,361 | $215K |
| Parsons Capital Management Inc. | 0.01% | Reduce -5.6% | 14,100 | $211K |
| Signaturefd, LLC | 0.00% | Add +35.4% | 14,068 | $210K |
| Clear Trail Advisors, LLC | 0.05% | — | 14,059 | $210K |
| Cantor Fitzgerald, L. P. | 0.01% | New | 14,000 | $209K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -0.3% | 13,879 | $207K |
| Palisade Capital Management, LP | 0.01% | New | 13,869 | $207K |
| SBI Securities Co., Ltd. | 0.01% | Add +20.9% | 13,846 | $207K |
| Two Sigma Securities, LLC | 0.03% | Reduce -31.0% | 13,547 | $202K |
| Jump Financial, LLC | 0.00% | New | 13,475 | $201K |
| Kestra Advisory Services, LLC | 0.00% | New | 13,354 | $200K |
| Praxis Investment Management Inc. | 0.01% | New | 13,318 | $199K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 13,291 | $199K |
| Polymer Capital Management (US) LLC | 0.03% | New | 13,147 | $196K |
| Principal Financial Group Inc. | 0.00% | Reduce -27.8% | 13,098 | $196K |
| Keybank National Association | 0.00% | Reduce -51.3% | 13,080 | $195K |
| Oxford Asset Management LLP | 0.07% | New | 12,935 | $193K |
| Triad Wealth Partners, LLC | 0.02% | New | 12,904 | $193K |
| Vise Technologies, Inc. | 0.00% | Reduce -1.0% | 12,653 | $189K |
| Machina Capital S.A.S. | 0.04% | New | 12,557 | $188K |
| DRW Securities, LLC | 0.01% | Reduce -23.1% | 12,290 | $184K |
| Curi Capital, LLC | 0.00% | Add +0.2% | 12,227 | $183K |
| Atria Investments, Inc | 0.00% | Add +21.7% | 12,227 | $183K |
| Mirabella Financial Services LLP | 0.02% | New | 12,153 | $182K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,997 | $179K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -24.9% | 11,876 | $177K |
| Titleist Asset Management, LLC | 0.01% | New | 11,769 | $176K |
| Wellington Management Group LLP | 0.00% | New | 11,686 | $175K |
| Arta Finance Wealth Management LLC | 0.09% | — | 11,632 | $174K |
| HB Wealth Management, LLC | 0.00% | New | 11,436 | $171K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -61.8% | 10,986 | $164K |
| Evolve Private Wealth, LLC | 0.01% | — | 10,885 | $163K |
| Journey Strategic Wealth LLC | 0.00% | New | 10,799 | $161K |
| Ethic Inc. | 0.00% | Reduce -64.8% | 10,673 | $159K |
| Laffer Tengler Investments, Inc. | 0.03% | New | 10,609 | $158K |
| SYM FINANCIAL Corp | 0.02% | New | 10,587 | $158K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.03% | New | 10,500 | $157K |
| Abc Arbitrage SA | 0.01% | New | 10,336 | $154K |
| Tidal Investments LLC | 0.00% | Add +1.4% | 10,180 | $152K |
| AlphaCore Capital LLC | 0.00% | New | 10,104 | $151K |
| nVerses Capital, LLC | 0.34% | — | 10,066 | $150K |
| Merrion Investment Management Co, LLC | 0.08% | No change | 10,000 | $149K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -84.5% | 9,525 | $142K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -39.7% | 9,427 | $141K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -8.6% | 9,149 | $137K |
| Jones Financial Companies LLLP | 0.00% | Add +37.8% | 8,791 | $131K |
| Parallel Advisors, LLC | 0.00% | Add +40.9% | 8,017 | $120K |
| Sterling Capital Management LLC | 0.00% | Add +748.6% | 7,858 | $117K |
| Tema ETFs LLC | 0.01% | New | 7,756 | $116K |
| Tripletail Wealth Management, LLC | 0.15% | Reduce -36.9% | 7,700 | $115K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +41.9% | 6,930 | $104K |
| Princeton Global Asset Management LLC | 0.02% | Reduce -15.8% | 6,912 | $103K |
| Covestor Ltd | 0.05% | Reduce -1.2% | 6,892 | $103K |
| Kelleher Financial Advisors | 0.02% | New | 6,689 | $100K |
| IFP Advisors, Inc | 0.00% | Add +3.1% | 6,588 | $98K |
| Lanark Financial, Inc. | 0.01% | New | 6,475 | $97K |
| Wexford Capital LP | 0.02% | New | 6,390 | $95K |
| Allworth Financial LP | 0.00% | Add +86.4% | 6,023 | $90K |
| Orion Capital Management LLC | 0.03% | Reduce -65.7% | 6,000 | $90K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.3% | 5,451 | $81K |
| Global Retirement Partners, LLC | 0.00% | Reduce -83.6% | 5,341 | $80K |
| Parkside Financial Bank & Trust | 0.01% | Add +216.5% | 5,089 | $76K |
| Pin Oak Investment Advisors Inc. | 0.05% | No change | 5,700 | $71K |
| Clearstead Advisors, LLC | 0.00% | Add +360.2% | 4,602 | $69K |
| Western Pacific Wealth Management, LP | 0.06% | New | 3,878 | $58K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1409.4% | 3,532 | $53K |
| Private Trust Co. NA | 0.00% | Reduce -54.7% | 3,384 | $51K |
| Itau Unibanco Holding S.A. | 0.00% | New | 3,368 | $50K |
| Creative Financial Designs Inc. | 0.00% | No change | 3,236 | $48K |
| Bessemer Group Inc. | 0.00% | Reduce -37.1% | 3,123 | $47K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1030.7% | 3,098 | $46K |
| Quarry LP | 0.01% | New | 2,806 | $42K |
| Los Angeles Capital Management LLC | 0.00% | New | 2,580 | $41K |
| Steph & Co. | 0.01% | Reduce -76.5% | 2,446 | $37K |
| Financial Perspectives, Inc | 0.01% | No change | 2,312 | $35K |
| AlphaQuest LLC | 0.00% | Add +129.4% | 2,225 | $33K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +83.5% | 2,000 | $30K |
| Lavaca Capital LLC | 0.00% | New | 1,868 | $28K |
| Roxbury Financial LLC | 0.02% | Add +383.6% | 1,765 | $26K |
| Toronto Dominion Bank | 0.00% | New | 1,733 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +3.3% | 1,715 | $26K |
| Arax Advisory Partners | 0.00% | New | 1,662 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.8% | 1,636 | $24K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -10.7% | 1,495 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,408 | $22K |
| Capital Analysts, LLC | 0.00% | Reduce -5.1% | 1,369 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +163.2% | 1,358 | $20K |
| Fifth Third Bancorp | 0.00% | Add +199.5% | 1,315 | $20K |
| Bokf, NA | 0.00% | New | 1,312 | $20K |
| SageView Advisory Group, LLC | 0.00% | New | 1,133 | $17K |
| American Capital Advisory, LLC | 0.01% | Add +9318.2% | 1,036 | $15K |
| DV Trading LLC | 0.00% | — | 1,000 | $15K |
| Valley National Advisers Inc. | 0.00% | Reduce -12.7% | 993 | $14K |
| Blue Trust, Inc. | 0.00% | Reduce -28.8% | 867 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +62.6% | 875 | $13K |
| WPG Advisers, LLC | 0.01% | Reduce -13.8% | 778 | $12K |
| First Horizon Corp. | 0.00% | Add +14.8% | 761 | $11K |
| GAMMA Investing LLC | 0.00% | Reduce -50.1% | 695 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +8.1% | 657 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 588 | $9K |
| Clearstead Trust, LLC | 0.00% | No change | 584 | $9K |
| Zions Bancorporation, National Association | 0.00% | New | 581 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | New | 535 | $8K |
| Founders Capital Management | 0.00% | No change | 500 | $7K |
| Barrett & Company, Inc. | 0.00% | New | 500 | $7K |
| Financial Consulate, Inc. | 0.00% | New | 500 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 500 | $7K |
| CENTRAL TRUST Co | 0.00% | Reduce -3.2% | 450 | $7K |
| Hager Investment Management Services, LLC | 0.00% | No change | 435 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -68.3% | 435 | $6K |
| Quattro Advisors LLC | 0.01% | — | 434 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -72.0% | 432 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 428 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.7% | 398 | $6K |
| Essential Partners LLC | 0.00% | New | 383 | $6K |
| Quent Capital, LLC | 0.00% | Add +3.8% | 354 | $5K |
| ORG Partners LLC | 0.00% | New | 326 | $5K |
| Rakuten Securities, Inc. | 0.00% | Reduce -56.2% | 312 | $5K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -23.1% | 306 | $5K |
| True Wealth Design, LLC | 0.00% | Add +793.9% | 295 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 253 | $4K |
| New Millennium Group LLC | 0.00% | No change | 252 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 200 | $3K |
| Root Financial Partners, LLC | 0.00% | Reduce -41.9% | 211 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 200 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 175 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +31.5% | 142 | $2K |
| CX Institutional | 0.00% | New | 146 | $2K |
| Costello Asset Management, INC | 0.00% | New | 120 | $2K |
| BankPlus Trust Department | 0.00% | No change | 119 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -89.4% | 118 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 100 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -30.2% | 97 | $1K |
| Rossby Financial, LCC | 0.00% | New | 81 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 78 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +97.3% | 73 | $1K |
| AdvisorNet Financial, Inc | 0.00% | New | 70 | $1K |
| CVA Family Office, LLC | 0.00% | Reduce -94.2% | 68 | $1K |
| Avion Wealth | 0.00% | Add +42.9% | 110 | $1K |
| Cornerstone Financial Management LLC | 0.00% | — | 65 | $971 |
| UMB Bank, n.a. | 0.00% | Reduce -45.5% | 61 | $911 |
| Manchester Capital Management LLC | 0.00% | Reduce -6.7% | 56 | $837 |
| Cromwell Holdings LLC | 0.00% | Reduce -25.4% | 53 | $792 |
| Johnson Financial Group, Inc. | 0.00% | New | 52 | $777 |
| Harbor Investment Advisory, LLC | 0.00% | New | 39 | $587 |
| Signature Resources Capital Management, LLC | 0.00% | New | 38 | $568 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 36 | $538 |
| Retirement Wealth Solutions LLC | 0.00% | Add +13.3% | 34 | $508 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -42.3% | 30 | $448 |
| Davis Capital Management | 0.00% | New | 29 | $433 |
| Signature Equity Partners, LLC | 0.00% | — | 18 | $273 |
| Trust Co | 0.00% | New | 18 | $269 |
| SouthState Bank Corp | 0.00% | Reduce -87.9% | 15 | $225 |
| Dunhill Financial, LLC | 0.00% | New | 7 | $105 |
| Truvestments Capital LLC | 0.00% | No change | 6 | $94 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 4 | $60 |
| Kingdom Financial Group LLC. | 0.00% | New | 2 | $31 |
| Elyxium Wealth, LLC | 0.00% | New | 2 | $30 |
"% of holder's portfolio" is OWL's weight in each manager's 13F, not the share of Blue Owl Capital Inc. the manager owns.