Uipath Inc. Class APATH
13F holders, Q4 2025 (December 31)539holders +66
123new positions
79sold out
7famous investors
$16.39avg. 13F price*
At the end of Q4 2025, 539 institutions reported holding Uipath Inc. Class A (PATH) in their 13F filings, up 66 from Q3 2025. 123 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($805.0M), BlackRock, Inc. ($659.5M) and Tetragon Partners GP Ltd ($286.0M). 7 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Uipath Inc. Class A
- CUSIP
- 90364P105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $186.9M |
| Exits | 79 | $211.6M |
All 13F filers, Q3 2025 → Q4 2025: 69,001,477 shares bought and 51,553,997 shares sold, net +17,447,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 539 holders
| Vanguard Group Inc. | 0.01% | Add +2.5% | 49,114,941 | $805.0M |
| BlackRock, Inc. | 0.01% | Add +60.3% | 40,236,866 | $659.5M |
| Tetragon Partners GP Ltd | 60.30% | Add +3.0% | 17,450,000 | $286.0M |
| State Street Corp. | 0.01% | Add +66.4% | 13,004,786 | $213.1M |
| Morgan Stanley | 0.01% | Add +54.0% | 9,310,304 | $152.6M |
| Bank of America Corp. | 0.01% | Reduce -13.9% | 8,876,414 | $145.5M |
| Senvest Management, LLC | 4.40% | Reduce -20.2% | 8,666,831 | $142.0M |
| Geode Capital Management, LLC | 0.01% | Add +25.6% | 7,499,989 | $123.0M |
| Point72 Asset Management | 0.20% | Add +200.1% | 7,399,184 | $121.3M |
| Norges Bank | 0.01% | — | 7,332,288 | $120.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.18% | Add +6.5% | 7,144,947 | $117.1M |
| Federated Hermes, Inc. | 0.19% | Reduce -4.8% | 7,074,094 | $115.9M |
| Alphabet Inc. | 4.47% | No change | 7,034,337 | $115.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.0% | 5,393,445 | $88.4M |
| Susquehanna International Group, LLP | 0.12% | Add +35.1% | 5,349,177 | $87.7M |
| UBS Group AG | 0.02% | Add +16.5% | 4,769,898 | $78.2M |
| Two Sigma Investments, LP | 0.11% | Add +77.2% | 4,194,675 | $68.8M |
| AQR Capital Management | 0.03% | Reduce -22.8% | 3,998,571 | $65.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.9% | 3,966,748 | $65.0M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +9.8% | 3,340,840 | $54.8M |
| BNP Paribas Financial Markets | 0.03% | Add +230.5% | 3,273,307 | $53.6M |
| Canada Pension Plan Investment Board | 0.04% | Add +35.7% | 3,240,700 | $53.1M |
| Capital Impact Advisors, LLC | 4.09% | New | 3,188,606 | $52.3M |
| Bank of New York Mellon Corp | 0.01% | Add +73.7% | 3,087,712 | $50.6M |
| Northern Trust Corp. | 0.01% | Add +45.9% | 3,037,127 | $49.8M |
| BW Gestao de Investimentos Ltda. | 1.75% | Reduce -18.3% | 3,032,150 | $49.7M |
| Alkeon Capital Management LLC | 0.19% | Reduce -35.7% | 2,611,276 | $42.8M |
| Neuberger Berman Group LLC | 0.03% | Reduce -0.1% | 2,459,474 | $40.3M |
| Bridgewater Associates | 0.13% | Reduce -10.9% | 2,224,610 | $36.5M |
| Citadel Advisors | 0.02% | Add +88.3% | 2,204,069 | $36.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +52.9% | 2,150,770 | $35.3M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +2.8% | 2,107,481 | $34.5M |
| Nuveen, LLC | 0.01% | Add +27.1% | 2,009,208 | $32.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +54.5% | 1,694,074 | $27.8M |
| D. E. Shaw & Co. | 0.02% | Reduce -63.6% | 1,679,181 | $27.5M |
| Two Sigma Advisers, LP | 0.05% | Add +47.1% | 1,675,801 | $27.5M |
| Barclays PLC | 0.01% | Add +53.6% | 1,572,586 | $25.8M |
| Armistice Capital, LLC | 0.61% | Add +13.4% | 1,524,617 | $25.0M |
| Ieq Capital, LLC | 0.07% | Add +0.6% | 1,401,514 | $23.0M |
| Acadian Asset Management LLC | 0.04% | Reduce -68.7% | 1,394,602 | $22.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.0% | 1,324,440 | $21.7M |
| Invesco Ltd. | 0.00% | Add +32.1% | 1,202,277 | $19.7M |
| Optimus Prime Fund Management Co., Ltd. | 1.56% | No change | 1,180,000 | $19.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +240.0% | 1,146,494 | $18.8M |
| Ameriprise Financial Inc. | 0.00% | Add +144.8% | 1,101,235 | $18.0M |
| First Trust Advisors LP | 0.01% | Add +2.5% | 1,091,991 | $17.9M |
| Trexquant Investment LP | 0.15% | New | 1,044,892 | $17.1M |
| Brandywine Managers, LLC | 8.18% | No change | 1,009,684 | $16.5M |
| Deutsche Bank AG | 0.01% | Add +8.8% | 1,004,357 | $16.5M |
| Capital Fund Management S.A. | 0.15% | Add +47.0% | 976,265 | $16.0M |
| IMC-Chicago, LLC | 0.28% | Add +111.0% | 975,190 | $16.0M |
| Principal Financial Group Inc. | 0.01% | Add +5778.0% | 905,100 | $14.8M |
| StepStone Group LP | 8.04% | Reduce -29.8% | 902,973 | $14.8M |
| Rhumbline Advisers | 0.01% | Add +137.1% | 860,741 | $14.1M |
| Group One Trading LLC | 0.40% | Add +134.9% | 822,028 | $13.5M |
| Swiss National Bank | 0.01% | Add +0.8% | 804,900 | $13.2M |
| Zacks Investment Management | 0.10% | New | 785,796 | $12.9M |
| California Public Employees Retirement System | 0.01% | Reduce -0.6% | 725,804 | $11.9M |
| Glenmede Trust Co. NA | 0.05% | — | 700,491 | $11.5M |
| Walleye Trading LLC | 0.18% | Add +195.2% | 672,179 | $11.0M |
| Invenomic Capital Management LP | 0.53% | Reduce -39.6% | 663,434 | $10.9M |
| Legal & General Group Plc | 0.00% | Add +11.9% | 646,907 | $10.6M |
| Madrona Venture Group, LLC | 45.16% | No change | 607,673 | $10.0M |
| D.A. Davidson & Co. | 0.06% | Reduce -22.2% | 585,698 | $9.6M |
| SG Americas Securities, LLC | 0.01% | Add +384.8% | 584,957 | $9.6M |
| Stifel Financial Corp. | 0.01% | Add +34.4% | 584,568 | $9.6M |
| Alliancebernstein L.P. | 0.00% | Add +55.2% | 576,392 | $9.4M |
| DNB Asset Management AS | 0.03% | Add +266.4% | 565,799 | $9.3M |
| Wells Fargo & Company | 0.00% | Add +92.9% | 558,791 | $9.2M |
| Westend Capital Management, LLC | 2.51% | New | 547,404 | $9.0M |
| Jane Street Group, LLC | 0.01% | Reduce -37.4% | 540,382 | $8.9M |
| LPL Financial LLC | 0.00% | Add +113.2% | 532,791 | $8.7M |
| 180 Wealth Advisors, LLC | 0.98% | Reduce -1.9% | 526,960 | $8.6M |
| NFJ Investment Group, LLC | 0.30% | New | 508,943 | $8.3M |
| Retirement Systems of Alabama | 0.03% | New | 505,267 | $8.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +11328.9% | 487,214 | $8.0M |
| Man Group plc | 0.01% | Reduce -59.2% | 461,921 | $7.6M |
| Bank of Nova Scotia | 0.01% | New | 448,000 | $7.3M |
| Walleye Capital LLC | 0.04% | Add +548.3% | 427,259 | $7.0M |
| Squarepoint Ops LLC | 0.01% | Reduce -85.8% | 419,740 | $6.9M |
| Simplex Trading, LLC | 0.19% | Add +43.2% | 403,070 | $6.6M |
| Citigroup Inc. | 0.00% | Reduce -83.7% | 400,235 | $6.6M |
| Sei Investments Co. | 0.01% | Reduce -22.5% | 397,357 | $6.5M |
| California State Teachers Retirement System | 0.01% | Add +0.2% | 387,713 | $6.4M |
| Circumference Group LLC | 7.04% | Add +45.3% | 385,000 | $6.3M |
| Aviva PLC | 0.01% | New | 369,896 | $6.1M |
| Keybank National Association | 0.02% | Add +0.1% | 350,868 | $5.8M |
| American Century Companies Inc. | 0.00% | Add +288.1% | 347,143 | $5.7M |
| Amundi | 0.00% | Reduce -55.3% | 337,765 | $5.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +7.1% | 329,824 | $5.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.1% | 322,765 | $5.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +247.5% | 320,679 | $5.3M |
| Soviero Asset Management, LP | 2.74% | Reduce -13.5% | 320,000 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Add +13.0% | 317,100 | $5.2M |
| Jupiter Asset Management Ltd. | 0.04% | Reduce -77.8% | 272,500 | $4.5M |
| Tidal Investments LLC | 0.02% | Add +2343.2% | 271,270 | $4.4M |
| Algert Global LLC | 0.07% | Reduce -65.2% | 271,005 | $4.4M |
| Twin Tree Management, LP | 0.45% | Add +66.3% | 269,754 | $4.4M |
| Itau Unibanco Holding S.A. | 0.11% | New | 260,000 | $4.3M |
| Nordea Investment Management AB | 0.00% | Reduce -5.8% | 261,226 | $4.3M |
| Dark Forest Capital Management LP | 0.19% | Reduce -0.1% | 258,997 | $4.2M |
| Pier Capital, LLC | 0.66% | Add +95.4% | 251,245 | $4.1M |
| Neo Ivy Capital Management | 0.60% | Add +55.0% | 230,390 | $3.8M |
| Hillsdale Investment Management Inc. | 0.10% | Reduce -26.1% | 227,500 | $3.7M |
| Lumbard & Kellner, LLC | 1.29% | New | 224,337 | $3.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +1279.2% | 224,298 | $3.7M |
| Gotham Asset Management | 0.01% | Add +98.3% | 222,823 | $3.7M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -66.4% | 221,629 | $3.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +15.1% | 215,753 | $3.6M |
| Cwm, LLC | 0.01% | Add +6.5% | 213,121 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -11.0% | 211,855 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +21.9% | 211,691 | $3.5M |
| Royal Bank of Canada | 0.00% | Reduce -9.9% | 208,691 | $3.4M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.43% | Add +25.4% | 202,280 | $3.3M |
| Sapphire Ventures, L.P. | 4.41% | No change | 200,000 | $3.3M |
| Amalgamated Bank | 0.02% | Add +830.3% | 187,642 | $3.1M |
| Occudo Quantitative Strategies LP | 0.21% | New | 187,052 | $3.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -1.9% | 185,937 | $3.0M |
| Empowered Funds, LLC | 0.05% | Add +1162.5% | 182,840 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +457.7% | 180,953 | $3.0M |
| Strategic Global Advisors, LLC | 0.45% | Reduce -2.4% | 179,245 | $2.9M |
| Graphene Investments SAS | 1.82% | Reduce -21.1% | 177,200 | $2.9M |
| Janus Henderson Group PLC | 0.00% | No change | 175,800 | $2.9M |
| Danske Bank A/S | 0.01% | Reduce -83.5% | 173,580 | $2.8M |
| Mutual of America Capital Management LLC | 0.03% | New | 173,539 | $2.8M |
| Skyview Financial Group LLC | 2.88% | — | 170,480 | $2.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -7.3% | 169,812 | $2.8M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 168,541 | $2.8M |
| PEAK6 LLC | 0.08% | New | 167,527 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -19.6% | 156,977 | $2.6M |
| Globeflex Capital L P | 0.39% | Reduce -3.3% | 156,594 | $2.6M |
| Mackenzie Financial Corp. | 0.00% | Reduce -75.3% | 150,423 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +6.8% | 152,267 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +70.5% | 148,977 | $2.4M |
| Creative Planning | 0.00% | Add +44.1% | 148,623 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +26.0% | 148,467 | $2.4M |
| Burney Co./ | 0.07% | New | 139,384 | $2.3M |
| Titleist Asset Management, LLC | 0.18% | Add +423.2% | 138,964 | $2.3M |
| Franklin Resources Inc. | 0.00% | Reduce -23.9% | 135,067 | $2.2M |
| Engineers Gate Manager LP | 0.03% | Add +21.6% | 129,600 | $2.1M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -24.8% | 127,457 | $2.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +45.8% | 130,482 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | New | 163,352 | $2.1M |
| Ashford Capital Management Inc. | 0.23% | New | 125,474 | $2.1M |
| Handelsbanken Fonder AB | 0.01% | Add +20.6% | 125,100 | $2.0M |
| Van Eck Associates Corp. | 0.00% | Add +245.4% | 125,029 | $2.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -50.8% | 122,435 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 122,215 | $2.0M |
| Matauro, LLC | 0.30% | New | 119,965 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +113.9% | 117,984 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | New | 117,300 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +116.0% | 116,104 | $1.9M |
| Jackson Creek Investment Advisors LLC | 0.56% | Reduce -1.7% | 115,950 | $1.9M |
| Hidden Lake Asset Management LP | 1.03% | New | 115,159 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | New | 130,258 | $1.9M |
| Arizona State Retirement System | 0.01% | Reduce -6.4% | 114,078 | $1.9M |
| Marshall Wace, LLP | 0.00% | Reduce -69.1% | 111,374 | $1.8M |
| Verition Fund Management LLC | 0.01% | Reduce -28.3% | 110,603 | $1.8M |
| Teamwork Financial Advisors, LLC | 0.19% | New | 108,676 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | New | 105,557 | $1.7M |
| Buckland Partners Management Co LLC | 0.95% | — | 105,000 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | Reduce -13.3% | 103,304 | $1.7M |
| Comerica Bank | 0.01% | Add +4378.8% | 102,295 | $1.7M |
| Picton Mahoney Asset Management | 0.02% | Add +59.8% | 101,519 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Add +149.2% | 99,713 | $1.6M |
| Polymer Capital Management (US) LLC | 0.21% | Add +69.8% | 98,934 | $1.6M |
| Wakefield Asset Management LLLP | 0.44% | Add +0.5% | 98,614 | $1.6M |
| MML Investors Services, LLC | 0.00% | New | 97,048 | $1.6M |
| Heron Bay Capital Management | 0.30% | Reduce -0.0% | 96,817 | $1.6M |
| Quantbot Technologies LP | 0.05% | Reduce -81.3% | 96,727 | $1.6M |
| Udine Wealth Management, Inc. | 0.75% | New | 96,462 | $1.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +25.9% | 96,000 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | New | 94,986 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +132.4% | 94,631 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | New | 93,950 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -7.2% | 91,494 | $1.5M |
| Lecap Asset Management Ltd. | 0.58% | Reduce -29.4% | 89,542 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.6% | 89,027 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +6.8% | 87,394 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | No change | 87,200 | $1.4M |
| Bank of Montreal | 0.00% | Add +49.9% | 86,033 | $1.4M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 85,290 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | New | 84,000 | $1.4M |
| Mariner, LLC | 0.00% | Add +14.4% | 83,071 | $1.4M |
| Venture Visionary Partners LLC | 0.04% | New | 81,962 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.9% | 76,887 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -94.3% | 80,442 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -16.8% | 79,992 | $1.3M |
| Millennium Management | 0.00% | Reduce -97.2% | 79,428 | $1.3M |
| FMR LLC | 0.00% | Reduce -56.8% | 78,844 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -32.4% | 77,300 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | New | 77,200 | $1.3M |
| Cookson Peirce & Co. Inc. | 0.05% | New | 76,148 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -82.3% | 74,256 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -70.2% | 74,629 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +135.2% | 73,519 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Reduce -1.0% | 73,407 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +41.5% | 73,379 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -2.3% | 73,361 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -31.1% | 72,205 | $1.2M |
| XTX Topco Ltd | 0.03% | New | 70,831 | $1.2M |
| Sigma Planning Corp | 0.03% | New | 70,717 | $1.2M |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -81.6% | 69,722 | $1.1M |
| Caitong International Asset Management Co., Ltd | 0.28% | Reduce -46.1% | 69,584 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Add +7.4% | 69,239 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -0.8% | 68,894 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +452.2% | 68,601 | $1.1M |
| Diversified Trust Co. | 0.02% | Reduce -10.5% | 67,914 | $1.1M |
| M.E. Allison & Co., Inc. | 0.76% | Add +0.0% | 67,900 | $1.1M |
| HighPoint Advisor Group LLC | 0.02% | Add +125.7% | 67,686 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -63.4% | 64,036 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.1% | 63,189 | $1.0M |
| Leo Wealth, LLC | 0.07% | New | 56,384 | $1.0M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 46,226 | $991K |
| Qsemble Capital Management, LP | 0.08% | Add +63.8% | 60,123 | $985K |
| MetLife Investment Management, LLC | 0.00% | Add +790.7% | 59,751 | $979K |
| Strategic Advocates LLC | 0.25% | Reduce -1.2% | 57,756 | $963K |
| Eddie Patel Inc | 0.72% | — | 58,634 | $961K |
| Bokf, NA | 0.01% | Reduce -9.1% | 57,636 | $945K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.7% | 56,976 | $934K |
| Oppenheimer & Co. Inc. | 0.01% | Add +100.5% | 56,782 | $931K |
| Concentric Capital Strategies, LP | 0.05% | New | 54,967 | $901K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.8% | 54,274 | $890K |
| Oak Thistle LLC | 0.12% | Add +21.3% | 53,865 | $883K |
| Captrust Financial Advisors | 0.00% | Add +16.4% | 53,145 | $871K |
| Marex Group Ltd | 0.01% | Reduce -41.6% | 51,937 | $851K |
| Teacher Retirement System of Texas | 0.00% | Reduce -33.9% | 50,554 | $829K |
| denkapparat Operations GmbH | 0.45% | Add +57.9% | 50,482 | $827K |
| Azzad Asset Management Inc. | 0.08% | New | 50,227 | $823K |
| Royce & Associates LP | 0.01% | New | 50,020 | $820K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -68.8% | 50,822 | $807K |
| Nano Cap New Millennium Growth Fund L P | 0.69% | — | 49,000 | $803K |
| Act Capital Management, LLC | 0.62% | — | 47,000 | $770K |
| Archford Capital Strategies, LLC | 0.09% | Add +74.2% | 45,589 | $747K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 44,023 | $722K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.7% | 43,623 | $715K |
| Keebeck Wealth Management | 0.08% | New | 42,000 | $688K |
| Sanctuary Advisors, LLC | 0.00% | Add +154.9% | 41,906 | $687K |
| State of Alaska, Department of Revenue | 0.01% | New | 41,900 | $686K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.5% | 41,746 | $684K |
| Wealthfront Advisers LLC | 0.00% | Add +25.5% | 41,269 | $676K |
| Jones Financial Companies LLLP | 0.00% | Add +163.4% | 39,503 | $647K |
| Xponance LLC | 0.00% | Add +95.5% | 39,404 | $646K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 38,738 | $635K |
| Pathstone Holdings, LLC | 0.00% | Reduce -17.8% | 38,597 | $633K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.9% | 37,871 | $621K |
| Mercer Global Advisors Inc. | 0.00% | Add +31.4% | 38,330 | $619K |
| Janney Montgomery Scott LLC | 0.00% | New | 37,205 | $610K |
| New York Life Investment Management LLC | 0.01% | Reduce -9.9% | 37,154 | $609K |
| SBI Securities Co., Ltd. | 0.01% | Add +60.8% | 35,213 | $577K |
| Waterfront Wealth Inc. | 0.11% | Add +89.2% | 38,544 | $577K |
| Allianz Asset Management GmbH | 0.00% | Reduce -11.4% | 34,821 | $571K |
| Focus Partners Wealth | 0.00% | Add +51.4% | 36,102 | $561K |
| Kingsview Wealth Management, LLC | 0.01% | New | 34,086 | $559K |
| LSV Asset Management | 0.00% | No change | 33,400 | $547K |
| Voleon Capital Management LP | 0.01% | Reduce -89.7% | 33,005 | $541K |
| Alan B Lancz & Associates, Inc. | 0.47% | Add +0.9% | 32,700 | $536K |
| Tradition Wealth Management, LLC | 0.04% | New | 31,699 | $520K |
| Securian Asset Management, Inc. | 0.02% | New | 30,753 | $504K |
| SIH Partners, LLLP | 0.03% | New | 30,573 | $501K |
| Sava Infond d.o.o. | 0.07% | New | 30,000 | $492K |
| Voya Investment Management LLC | 0.00% | Reduce -11.1% | 29,688 | $487K |
| Green Alpha Advisors, LLC | 0.44% | Add +3.4% | 29,519 | $484K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -42.7% | 28,263 | $463K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -19.8% | 27,729 | $454K |
| Corient Private Wealth LP | 0.00% | Add +5.6% | 27,283 | $447K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -99.2% | 26,813 | $439K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -70.4% | 26,278 | $431K |
| Smith Group Asset Management, LLC | 0.02% | Reduce -69.0% | 26,128 | $428K |
| Phoenix Financial Ltd. | 0.00% | New | 26,021 | $426K |
| Nikulski Financial, Inc. | 0.10% | New | 25,992 | $426K |
| Prosperity Wealth Management, Inc. | 0.14% | Add +7.1% | 25,600 | $420K |
| Lauer Wealth, LLC | 0.32% | Add +4.2% | 24,650 | $416K |
| Callan Family Office, LLC | 0.01% | Add +33.7% | 25,337 | $415K |
| Allworth Financial LP | 0.00% | Add +11.3% | 24,473 | $401K |
| Banque Pictet & Cie SA | 0.00% | No change | 24,064 | $394K |
| Leonteq Securities AG | 0.02% | Reduce -67.4% | 23,963 | $393K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.3% | 23,797 | $390K |
| Pingora Partners LLC | 0.23% | No change | 22,700 | $372K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 22,326 | $366K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +3.0% | 22,274 | $365K |
| Equitable Holdings, Inc. | 0.00% | Reduce -43.3% | 22,110 | $362K |
| Stanley-Laman Group, Ltd. | 0.05% | New | 21,791 | $357K |
| Machina Capital S.A.S. | 0.07% | Add +32.7% | 21,588 | $354K |
| Caxton Associates LLP | 0.01% | Reduce -48.4% | 21,430 | $351K |
| Utah Retirement Systems | 0.00% | No change | 21,361 | $350K |
| Blue Water Asset Management | 0.13% | — | 21,241 | $348K |
| M&T Bank Corp | 0.00% | Add +39.6% | 21,258 | $348K |
| PNC Financial Services Group, Inc. | 0.00% | Add +30.0% | 20,578 | $337K |
| Fred Alger Management, LLC | 0.00% | Reduce -23.5% | 20,304 | $333K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 20,187 | $331K |
| Caption Management, LLC | 0.01% | New | 20,000 | $328K |
| Maryland State Retirement & Pension System | 0.01% | No change | 19,938 | $327K |
| Jain Global LLC | 0.00% | Reduce -87.2% | 19,747 | $324K |
| Palumbo Wealth Management LLC | 0.08% | Add +8.0% | 19,711 | $323K |
| Alta Wealth Advisors LLC | 0.11% | Add +36.9% | 19,518 | $320K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 19,455 | $319K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 19,369 | $317K |
| Keynote Financial Services LLC | 0.17% | Add +54.3% | 18,821 | $308K |
| Graham Capital Management, L.P. | 0.01% | Reduce -77.0% | 18,592 | $305K |
| Cowa, LLC | 0.09% | Reduce -5.1% | 18,460 | $303K |
| NewEdge Advisors, LLC | 0.00% | Add +61.0% | 18,428 | $302K |
| Rakuten Securities, Inc. | 0.10% | Add +96.5% | 18,223 | $299K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +27.7% | 18,038 | $296K |
| CIBC Asset Management Inc | 0.00% | Add +18.7% | 17,924 | $294K |
| Investors Portfolio Services LLC | 0.26% | — | 17,922 | $294K |
| Bank Hapoalim BM | 0.03% | Reduce -17.6% | 17,844 | $292K |
| Sirios Capital Management L P | 0.04% | Reduce -89.6% | 17,469 | $286K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -1.7% | 17,467 | $286K |
| HB Wealth Management, LLC | 0.00% | Add +63.9% | 17,376 | $285K |
| Avory & Company, LLC | 0.18% | New | 16,761 | $275K |
| Fermata Advisors, LLC | 0.07% | New | 16,750 | $275K |
| Griffin Asset Management, Inc. | 0.03% | New | 16,647 | $273K |
| Victory Financial Group, LLC | 0.03% | New | 16,546 | $271K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 16,496 | $270K |
| Mangrove Partners Im, LLC | 0.02% | New | 16,198 | $265K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -71.3% | 16,108 | $264K |
| Ameritas Advisory Services, LLC | 0.01% | Add +2122.9% | 16,094 | $264K |
| VestGen Advisors, LLC | 0.01% | New | 16,079 | $264K |
| State of Wyoming | 0.03% | Reduce -11.6% | 16,034 | $263K |
| T3 Companies, LLC | 0.34% | — | 16,006 | $262K |
| Farther Finance Advisors, LLC | 0.00% | Add +657.5% | 15,870 | $260K |
| Choreo, LLC | 0.00% | Reduce -31.4% | 15,303 | $255K |
| Perbak Capital Partners LLP | 0.08% | Reduce -86.6% | 15,262 | $250K |
| Pinnacle Family Advisors, LLC | 0.11% | New | 15,250 | $250K |
| Evolution Wealth Advisors, LLC | 0.03% | New | 15,160 | $248K |
| Kestra Advisory Services, LLC | 0.00% | New | 14,497 | $238K |
| International Assets Investment Management, LLC | 0.02% | New | 14,483 | $237K |
| VARCOV Co. | 0.09% | — | 14,242 | $233K |
| Z3 Capital Partners, LLC | 0.06% | — | 14,225 | $233K |
| North Dakota State Investment Board | 0.01% | — | 14,225 | $233K |
| Forum Financial Management, LP | 0.00% | No change | 14,225 | $233K |
| PFG Investments, LLC | 0.01% | Add +33.5% | 13,958 | $229K |
| Verus Capital Partners, LLC | 0.02% | Reduce -3.5% | 13,773 | $226K |
| Advisory Services Network, LLC | 0.00% | Add +13.2% | 13,735 | $225K |
| Vise Technologies, Inc. | 0.00% | New | 13,292 | $218K |
| Ahara Advisors LLC | 0.20% | — | 13,280 | $218K |
| Axq Capital, LP | 0.05% | Reduce -4.6% | 13,123 | $215K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 12,969 | $213K |
| CSS LLC | 0.04% | Reduce -38.2% | 12,854 | $211K |
| Silverberg Bernstein Capital Management LLC | 0.12% | Add +4.1% | 12,800 | $210K |
| Transcend Capital Advisors, LLC | 0.02% | New | 12,800 | $210K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +138.8% | 12,776 | $209K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -12.5% | 12,626 | $207K |
| Apollon Wealth Management, LLC | 0.00% | New | 12,574 | $206K |
| Credit Agricole S A | 0.00% | New | 12,353 | $202K |
| Redwood Wealth Management Group, LLC | 0.08% | New | 12,279 | $201K |
| Themes Management Co LLC | 0.16% | — | 12,165 | $199K |
| Meeder Advisory Services, Inc. | 0.01% | Add +7.6% | 12,132 | $199K |
| Mairs & Power Inc. | 0.00% | No change | 12,125 | $199K |
| Torrey Growth & Income Advisors | 0.07% | Add +16.3% | 12,110 | $198K |
| WINTON GROUP Ltd | 0.01% | New | 12,000 | $197K |
| Boothbay Fund Management, LLC | 0.01% | New | 11,947 | $196K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 11,890 | $195K |
| Pasadena Private Wealth, LLC | 0.03% | New | 11,700 | $192K |
| Holderness Investments Co. | 0.04% | New | 11,685 | $192K |
| American Trust | 0.02% | No change | 11,590 | $190K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 11,537 | $189K |
| Two Sigma Securities, LLC | 0.03% | Reduce -81.5% | 11,463 | $188K |
| Rothschild Investment LLC | 0.01% | Add +0.5% | 11,391 | $187K |
| Mirabella Financial Services LLP | 0.02% | Reduce -4.7% | 11,203 | $184K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 10,979 | $183K |
| Capula Management Ltd | 0.00% | New | 11,078 | $182K |
| KBC Group NV | 0.00% | No change | 11,066 | $181K |
| Vontobel Holding Ltd. | 0.00% | New | 10,829 | $177K |
| Sherbrooke Park Advisers LLC | 0.46% | Reduce -80.3% | 10,774 | $177K |
| Clearstead Advisors, LLC | 0.00% | Add +4.1% | 10,645 | $174K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,620 | $174K |
| Praxis Capital Management LLC | 0.62% | — | 10,500 | $172K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -1.5% | 10,410 | $171K |
| Evolve Private Wealth, LLC | 0.01% | — | 10,430 | $171K |
| Accurate Wealth Management, LLC | 0.02% | New | 10,313 | $168K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.0% | 10,264 | $168K |
| Covestor Ltd | 0.09% | Add +56.9% | 10,234 | $168K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 10,235 | $168K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -66.8% | 10,110 | $166K |
| STRS Ohio | 0.00% | Add +0.2% | 9,636 | $158K |
| Global Retirement Partners, LLC | 0.00% | Add +179.4% | 9,532 | $156K |
| Erste Asset Management GmbH | 0.00% | No change | 9,260 | $156K |
| AlphaQuest LLC | 0.01% | Reduce -32.0% | 9,488 | $156K |
| US Bancorp \de | 0.00% | Add +15.6% | 8,858 | $145K |
| Signaturefd, LLC | 0.00% | Reduce -2.2% | 8,342 | $137K |
| IFP Advisors, Inc | 0.00% | Add +140.5% | 8,109 | $133K |
| CX Institutional | 0.00% | Add +15.1% | 7,929 | $130K |
| National Bank of Canada | 0.00% | Add +444.7% | 7,381 | $121K |
| Purpose Unlimited Inc. | 0.01% | — | 7,043 | $115K |
| Quintet Private Bank (Europe) S.A. | 0.01% | No change | 6,670 | $109K |
| Essential Partners LLC | 0.03% | Reduce -0.7% | 6,290 | $103K |
| Piar LLC | 0.07% | New | 16,600 | $93K |
| GAMMA Investing LLC | 0.00% | Add +93.3% | 5,251 | $86K |
| EFG International AG | 0.00% | — | 5,000 | $82K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +36.5% | 4,968 | $81K |
| Ankerstar Wealth, LLC | 0.06% | — | 3,557 | $58K |
| Quarry LP | 0.01% | Reduce -24.0% | 3,399 | $56K |
| Arax Advisory Partners | 0.00% | Reduce -91.0% | 3,191 | $52K |
| UMB Bank, n.a. | 0.00% | Reduce -86.4% | 3,132 | $51K |
| Whittier Trust Co. | 0.00% | No change | 2,890 | $50K |
| Loomis Sayles & Co. L P | 0.00% | No change | 2,815 | $46K |
| REAP Financial Group, LLC | 0.01% | New | 2,703 | $44K |
| CoreCap Advisors, LLC | 0.00% | Add +92.3% | 2,579 | $42K |
| Atlas Capital Advisors Inc. | 0.00% | — | 2,250 | $37K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 36,233 | $36K |
| One River Asset Management, LLC | 0.03% | New | 2,000 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -26.6% | 1,978 | $32K |
| MAI Capital Management | 0.00% | Add +7.9% | 1,883 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.7% | 1,825 | $30K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1270.8% | 1,782 | $29K |
| Raleigh Capital Management Inc. | 0.01% | New | 1,574 | $26K |
| HighMark Wealth Management LLC | 0.01% | New | 1,550 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 1,500 | $25K |
| Noble Wealth Management PBC | 0.01% | New | 1,500 | $25K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,335 | $22K |
| True Wealth Design, LLC | 0.01% | Add +0.1% | 1,314 | $22K |
| Vestcor Inc | 0.00% | New | 1,136 | $19K |
| Strive Financial Group ,LLC | 0.01% | — | 1,102 | $18K |
| SageView Advisory Group, LLC | 0.00% | New | 1,100 | $18K |
| Teachers Retirement System of the State of Kentucky | 0.00% | New | 1,100 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2582.5% | 1,073 | $18K |
| Private Trust Co. NA | 0.00% | Add +94.5% | 1,070 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,061 | $17K |
| Larson Financial Group LLC | 0.00% | Reduce -24.3% | 1,023 | $17K |
| DV Trading LLC | 0.00% | — | 1,000 | $16K |
| Albion Financial Group | 0.00% | New | 1,000 | $16K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,000 | $16K |
| Root Financial Partners, LLC | 0.00% | Add +65.0% | 993 | $16K |
| Signature Equity Partners, LLC | 0.01% | — | 923 | $15K |
| Versant Capital Management, Inc | 0.00% | Add +9.8% | 912 | $15K |
| Burkett Financial Services, LLC | 0.00% | No change | 879 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 819 | $13K |
| Evolution Wealth Management Inc. | 0.01% | No change | 809 | $13K |
| Tripletail Wealth Management, LLC | 0.02% | No change | 803 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 800 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 800 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 801 | $13K |
| DV Equities, LLC | 0.00% | — | 790 | $13K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 779 | $13K |
| Wealth Preservation Advisors, LLC | 0.01% | New | 719 | $12K |
| Bangor Savings Bank | 0.00% | Reduce -17.5% | 705 | $12K |
| Blue Trust, Inc. | 0.00% | Add +586.9% | 680 | $11K |
| Hurley Capital, LLC | 0.01% | Add +71.0% | 650 | $11K |
| Archer Investment Corp | 0.00% | Add +12.0% | 606 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Add +59.8% | 564 | $9K |
| Huntington National Bank | 0.00% | Add +5.2% | 564 | $9K |
| Quent Capital, LLC | 0.00% | Reduce -32.5% | 540 | $9K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 516 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 508 | $8K |
| 2UniFi Bank | 0.00% | New | 502 | $8K |
| WealthCollab, LLC | 0.00% | No change | 502 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 500 | $8K |
| NFSG Corp | 0.00% | Reduce -93.3% | 500 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -5.3% | 444 | $7K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 440 | $7K |
| Quattro Advisors LLC | 0.01% | — | 436 | $7K |
| Assetmark, Inc. | 0.00% | Add +9.2% | 427 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 400 | $7K |
| MCF Advisors LLC | 0.00% | No change | 360 | $6K |
| Sound Income Strategies, LLC | 0.00% | New | 400 | $6K |
| Performa Ltd (US), LLC | 0.00% | Reduce -37.5% | 344 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -72.2% | 330 | $5K |
| Navalign, LLC | 0.00% | New | 305 | $5K |
| Bogart Wealth, LLC | 0.00% | Reduce -6.0% | 284 | $5K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 261 | $4K |
| Sachetta, LLC | 0.00% | No change | 240 | $4K |
| ORG Partners LLC | 0.00% | New | 240 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 226 | $4K |
| SHP Wealth Management | 0.00% | — | 222 | $4K |
| Marquette Asset Management, LLC | 0.00% | No change | 212 | $3K |
| Bear Mountain Capital, Inc. | 0.00% | Add +4.7% | 224 | $3K |
| Aventura Private Wealth, LLC | 0.00% | Add +153.2% | 200 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 156 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 182 | $3K |
| Dogwood Wealth Management LLC | 0.00% | No change | 175 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 168 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 160 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +66.3% | 133 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 132 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 128 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 127 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 120 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | Add +470.0% | 114 | $2K |
| TD Private Client Wealth LLC | 0.00% | Add +8.8% | 111 | $2K |
| Plato Investment Management Ltd | 0.00% | Reduce -84.6% | 107 | $2K |
| Curio Wealth, LLC | 0.00% | New | 98 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 102 | $2K |
| Vision Financial Markets LLC | 0.00% | No change | 100 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 97 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 96 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 96 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +45.3% | 93 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 93 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -63.2% | 92 | $2K |
| Toth Financial Advisory Corp. | 0.00% | New | 90 | $1K |
| Modus Advisors, LLC | 0.00% | New | 90 | $1K |
| Optima Capital LLC | 0.00% | New | 85 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 83 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 79 | $1K |
| Tompkins Financial Corp. | 0.00% | New | 75 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 71 | $1K |
| LRI Investments, LLC | 0.00% | New | 69 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +14.8% | 62 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 62 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 60 | $984 |
| SJS Investment Consulting Inc. | 0.00% | Add +293.3% | 59 | $968 |
| Caitlin John, LLC | 0.00% | Add +14.0% | 57 | $935 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -1.8% | 56 | $918 |
| Fortitude Family Office, LLC | 0.00% | Reduce -90.0% | 55 | $901 |
| Sankala Group LLC | 0.00% | — | 81 | $869 |
| American Capital Advisory, LLC | 0.00% | Reduce -5.5% | 52 | $853 |
| Millstone Evans Group, LLC | 0.00% | No change | 50 | $820 |
| Credit Industriel Et Commercial | 0.00% | Reduce -98.4% | 50 | $820 |
| Ancora Advisors LLC | 0.00% | No change | 50 | $819 |
| Cromwell Holdings LLC | 0.00% | No change | 48 | $787 |
| Financial Perspectives, Inc | 0.00% | No change | 48 | $787 |
| MV Capital Management, Inc. | 0.00% | Add +2.3% | 44 | $722 |
| Triumph Capital Management | 0.00% | New | 42 | $688 |
| Torren Management, LLC | 0.00% | — | 41 | $672 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +173.3% | 41 | $672 |
| TFC Financial Management, Inc. | 0.00% | No change | 38 | $623 |
| North Star Investment Management Corp. | 0.00% | New | 38 | $623 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 37 | $607 |
| Nisa Investment Advisors, LLC | 0.00% | New | 36 | $590 |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 28 | $459 |
| Smartleaf Asset Management LLC | 0.00% | New | 27 | $450 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 27 | $442 |
| Trust Co | 0.00% | New | 26 | $426 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 25 | $410 |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 20 | $328 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +23.1% | 16 | $262 |
| Creative Financial Designs Inc. | 0.00% | No change | 14 | $229 |
| HFM Investment Advisors, LLC | 0.00% | No change | 12 | $197 |
| Activest Wealth Management | 0.00% | Add +22.2% | 11 | $180 |
| Center for Financial Planning, Inc. | 0.00% | New | 10 | $164 |
| Quaker Wealth Management, LLC | 0.00% | New | 7 | $115 |
| Dunhill Financial, LLC | 0.00% | New | 6 | $102 |
| KERR FINANCIAL PLANNING Corp | 0.00% | New | 8 | $97 |
| Meramec Financial Planners, LLC | 0.00% | — | 7 | $91 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 3 | $49 |
| Truvestments Capital LLC | 0.00% | No change | 1 | $23 |
| Avion Wealth | 0.00% | No change | 47 | $0 |
"% of holder's portfolio" is PATH's weight in each manager's 13F, not the share of Uipath Inc. Class A the manager owns.