Uipath Inc. Class APATH
13F holders, Q2 2026 (June 30)529holders −7
86new positions
88sold out
8famous investors
$10.87avg. 13F price*
At the end of Q2 2026, 529 institutions reported holding Uipath Inc. Class A (PATH) in their 13F filings, down 7 from Q1 2026. 86 opened new positions and 88 sold out. The largest holders were BlackRock, Inc. ($501.7M), Tetragon Partners GP Ltd ($336.4M) and Vanguard Portfolio Management LLC ($286.1M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Philippe Laffont (0.0% of Coatue Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Uipath Inc. Class A
- CUSIP
- 90364P105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $115.0M |
| Exits | 88 | $53.3M |
All 13F filers, Q1 2026 → Q2 2026: 67,170,058 shares bought and 26,281,138 shares sold, net +40,888,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 529 holders
| BlackRock, Inc. | 0.01% | Add +7.2% | 46,153,124 | $501.7M |
| Tetragon Partners GP Ltd | 54.76% | Add +22.8% | 30,950,000 | $336.4M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -0.6% | 26,320,700 | $286.1M |
| Vanguard Capital Management LLC | 0.00% | Add +0.6% | 18,710,688 | $203.4M |
| Two Sigma Investments, LP | 0.13% | Add +322.4% | 15,034,443 | $163.4M |
| State Street Corp. | 0.00% | Add +3.6% | 13,832,188 | $150.4M |
| Senvest Management, LLC | 3.85% | Add +55.2% | 12,085,222 | $131.4M |
| Bank of America Corp. | 0.01% | Add +12.4% | 11,292,532 | $122.7M |
| Geode Capital Management, LLC | 0.00% | Add +1.3% | 8,154,846 | $88.7M |
| UBS Group AG | 0.01% | Reduce -13.5% | 8,132,417 | $88.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +16.8% | 7,975,364 | $86.7M |
| Morgan Stanley | 0.00% | Reduce -10.0% | 7,657,130 | $83.2M |
| Jupiter Asset Management Ltd. | 0.41% | Add +227.4% | 7,561,364 | $82.2M |
| Federated Hermes, Inc. | 0.11% | Add +5.1% | 7,059,895 | $76.7M |
| Alphabet Inc. | 0.08% | No change | 7,034,337 | $76.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +39.3% | 6,697,811 | $72.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.07% | Add +3.6% | 5,453,246 | $59.3M |
| Norges Bank | 0.01% | — | 4,785,128 | $52.0M |
| D. E. Shaw & Co. | 0.03% | Add +303.1% | 4,719,704 | $51.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.8% | 4,005,775 | $43.5M |
| Renaissance Technologies | 0.05% | New | 3,553,900 | $38.6M |
| Neuberger Berman Group LLC | 0.02% | Add +6.7% | 3,266,116 | $35.5M |
| Northern Trust Corp. | 0.00% | Add +0.5% | 3,226,181 | $35.1M |
| JPMorgan Chase & Co. | 0.00% | Add +87.8% | 2,896,972 | $31.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.8% | 2,826,701 | $30.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +1.5% | 2,685,464 | $29.2M |
| Alkeon Capital Management LLC | 0.11% | No change | 2,611,276 | $28.4M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +5.2% | 2,541,342 | $27.6M |
| First Trust Advisors LP | 0.01% | Add +39.5% | 2,264,835 | $24.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1134.2% | 2,049,447 | $22.3M |
| Armistice Capital, LLC | 0.60% | Add +55.7% | 2,000,000 | $21.7M |
| Coatue Management | 0.04% | Reduce -13.6% | 1,961,365 | $21.3M |
| Citadel Advisors | 0.01% | Reduce -39.0% | 1,884,306 | $20.5M |
| Invenomic Capital Management LP | 1.16% | Add +9.2% | 1,787,590 | $19.4M |
| AQR Capital Management | 0.01% | Reduce -36.4% | 1,799,044 | $19.4M |
| Balyasny Asset Management L.P. | 0.03% | New | 1,636,736 | $17.8M |
| Gotham Asset Management | 0.04% | Add +166.6% | 1,549,973 | $16.8M |
| Squarepoint Ops LLC | 0.03% | New | 1,497,555 | $16.3M |
| Citigroup Inc. | 0.01% | Add +242.2% | 1,379,624 | $15.0M |
| Pacer Advisors, Inc. | 0.04% | Add +2388.7% | 1,314,360 | $14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.3% | 1,239,001 | $13.5M |
| Man Group plc | 0.03% | Add +123.2% | 1,235,766 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.1% | 1,189,910 | $12.9M |
| Nuveen, LLC | 0.00% | Add +17.5% | 1,183,409 | $12.9M |
| Optimus Prime Fund Management Co., Ltd. | 0.95% | No change | 1,180,000 | $12.8M |
| Jane Street Group, LLC | 0.01% | Reduce -81.5% | 1,125,687 | $12.2M |
| Invesco Ltd. | 0.00% | Add +6.0% | 1,081,651 | $11.8M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 1,029,004 | $11.2M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -62.6% | 1,017,000 | $11.1M |
| Barclays PLC | 0.00% | Add +147.0% | 1,015,286 | $11.0M |
| Brandywine Managers, LLC | 5.43% | No change | 1,009,684 | $11.0M |
| BNP Paribas Financial Markets | 0.01% | Add +66.2% | 1,002,106 | $10.9M |
| Quantinno Capital Management LP | 0.01% | Add +162.8% | 997,553 | $10.8M |
| Glenmede Trust Co. NA | 0.05% | Add +2.0% | 969,848 | $10.5M |
| Principal Financial Group Inc. | 0.01% | Add +1.5% | 969,652 | $10.5M |
| Swiss National Bank | 0.00% | Reduce -3.7% | 806,300 | $8.8M |
| Tidal Investments LLC | 0.02% | Add +24.4% | 794,084 | $8.6M |
| FMR LLC | 0.00% | Add +803.2% | 788,625 | $8.6M |
| IMC-Chicago, LLC | 0.08% | Reduce -6.1% | 774,427 | $8.4M |
| Alliancebernstein L.P. | 0.00% | Add +43.8% | 743,237 | $8.2M |
| California Public Employees Retirement System | 0.00% | Add +41.1% | 744,124 | $8.1M |
| HSBC Holdings PLC | 0.00% | Add +268.2% | 739,993 | $8.0M |
| Clear Street Group Inc. | 0.02% | Add +33.9% | 724,979 | $7.9M |
| Ieq Capital, LLC | 0.04% | Reduce -33.8% | 723,565 | $7.9M |
| Stifel Financial Corp. | 0.01% | Add +22.1% | 721,202 | $7.8M |
| Corient Private Wealth LP | 0.01% | Add +398.4% | 708,146 | $7.7M |
| Brevan Howard Capital Management LP | 0.11% | Add +167.7% | 699,880 | $7.6M |
| Millennium Management | 0.01% | New | 648,839 | $7.1M |
| D.A. Davidson & Co. | 0.04% | Add +6.0% | 632,962 | $6.9M |
| HRT Financial LP | 0.01% | New | 588,484 | $6.4M |
| Engineers Gate Manager LP | 0.08% | Add +33.1% | 586,093 | $6.4M |
| Deutsche Bank AG | 0.00% | Add +6.9% | 580,063 | $6.3M |
| Assenagon Asset Management S.A. | 0.01% | Add +272.9% | 552,613 | $6.0M |
| BW Gestao de Investimentos Ltda. | 0.14% | Reduce -66.5% | 549,321 | $6.0M |
| Legal & General Group Plc | 0.00% | Reduce -5.3% | 542,106 | $5.9M |
| 180 Wealth Advisors, LLC | 0.57% | Add +0.1% | 520,891 | $5.7M |
| LPL Financial LLC | 0.00% | Add +20.6% | 508,739 | $5.5M |
| Aviva PLC | 0.01% | Reduce -0.3% | 489,688 | $5.3M |
| Trexquant Investment LP | 0.03% | Reduce -59.8% | 488,697 | $5.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -0.2% | 488,334 | $5.3M |
| California State Teachers Retirement System | 0.00% | Reduce -2.8% | 482,846 | $5.2M |
| Vident Advisory, LLC | 0.04% | Add +16.9% | 467,352 | $5.1M |
| Algert Global LLC | 0.06% | Reduce -9.0% | 465,555 | $5.1M |
| Victory Capital Management Inc. | 0.00% | Add +39.3% | 455,230 | $4.9M |
| Retirement Systems of Alabama | 0.01% | Reduce -15.9% | 441,725 | $4.8M |
| PEAK6 LLC | 0.12% | Reduce -58.5% | 437,828 | $4.8M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -19.5% | 434,547 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.6% | 417,236 | $4.5M |
| Simplex Trading, LLC | 0.11% | Add +119.6% | 378,338 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.3% | 374,697 | $4.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +0.3% | 373,495 | $4.1M |
| Group One Trading LLC | 0.12% | Reduce -11.9% | 373,329 | $4.1M |
| Point72 Asset Management | 0.01% | Reduce -81.0% | 368,837 | $4.0M |
| Keybank National Association | 0.01% | Add +0.1% | 351,082 | $3.8M |
| Circumference Group LLC | 8.26% | Reduce -17.6% | 350,000 | $3.8M |
| WINTON GROUP Ltd | 0.12% | Reduce -41.7% | 335,684 | $3.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.7% | 319,342 | $3.5M |
| Empowered Funds, LLC | 0.02% | Add +24.7% | 317,733 | $3.5M |
| Hillsdale Investment Management Inc. | 0.08% | Add +35.8% | 308,970 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +48.5% | 303,584 | $3.3M |
| Waterfront Wealth Inc. | 0.51% | Add +16.5% | 280,772 | $3.3M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.44% | Add +46.5% | 296,280 | $3.2M |
| Amundi | 0.00% | Reduce -20.7% | 290,463 | $3.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.9% | 286,852 | $3.1M |
| Graphene Investments SAS | 1.81% | Add +26.1% | 285,600 | $3.1M |
| Agf Management Ltd. | 0.01% | New | 283,870 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.4% | 279,820 | $3.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +98.5% | 265,611 | $2.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +317.0% | 259,498 | $2.8M |
| American Century Companies Inc. | 0.00% | Reduce -3.2% | 255,743 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +30.7% | 251,252 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -31.5% | 249,857 | $2.7M |
| KBC Group NV | 0.01% | No change | 248,077 | $2.7M |
| Campbell & CO Investment Adviser LLC | 0.13% | New | 234,283 | $2.5M |
| New York State Common Retirement Fund | 0.00% | Add +22.8% | 228,337 | $2.5M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 224,298 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +20.2% | 218,649 | $2.4M |
| SummitTX Capital, L.P. | 0.06% | Add +21.1% | 212,546 | $2.3M |
| Elo Mutual Pension Insurance Co | 0.03% | Reduce -30.0% | 210,882 | $2.3M |
| Quantbot Technologies LP | 0.09% | Reduce -48.1% | 210,563 | $2.3M |
| State of Wisconsin Investment Board | 0.00% | Add +15.3% | 206,987 | $2.2M |
| Convergence Investment Partners, LLC | 0.21% | Reduce -47.9% | 206,344 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.4% | 205,169 | $2.2M |
| Matauro, LLC | 0.29% | Reduce -4.1% | 203,897 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.4% | 202,984 | $2.2M |
| Sapphire Ventures, L.P. | 2.09% | No change | 200,000 | $2.2M |
| Neo Ivy Capital Management | 0.47% | Reduce -35.2% | 188,962 | $2.1M |
| Amalgamated Bank | 0.01% | Reduce -1.9% | 187,755 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +16.9% | 184,109 | $2.0M |
| Nordea Investment Management AB | 0.00% | Reduce -3.8% | 189,828 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.3% | 183,380 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +5.4% | 179,018 | $1.9M |
| Virtu Financial LLC | 0.06% | New | 178,070 | $1.9M |
| Walleye Trading LLC | 0.03% | Reduce -35.1% | 176,231 | $1.9M |
| Oak Thistle LLC | 0.18% | Add +22.4% | 173,013 | $1.9M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -1.4% | 169,891 | $1.8M |
| Jupiter Topco LLC | 0.00% | — | 169,489 | $1.8M |
| Sei Investments Co. | 0.00% | Reduce -21.5% | 167,259 | $1.8M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.9% | 165,810 | $1.8M |
| Teamwork Financial Advisors, LLC | 0.17% | Add +6.1% | 165,047 | $1.8M |
| Marshall Financial Group, LLC | 0.26% | Reduce -0.3% | 163,036 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 160,463 | $1.7M |
| Axq Capital, LP | 0.19% | New | 159,705 | $1.7M |
| J. Safra Sarasin Holding AG | 0.02% | New | 159,340 | $1.7M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.5% | 158,269 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Add +10.8% | 158,037 | $1.7M |
| Ashford Capital Management Inc. | 0.18% | No change | 156,713 | $1.7M |
| Voleon Capital Management LP | 0.03% | New | 155,933 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -22.7% | 155,095 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +3.6% | 154,344 | $1.7M |
| Van Eck Associates Corp. | 0.00% | Reduce -3.1% | 151,468 | $1.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +69.9% | 149,852 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -30.0% | 147,937 | $1.6M |
| Heron Bay Capital Management | 0.14% | Add +18.4% | 143,142 | $1.6M |
| Creative Planning | 0.00% | Reduce -24.3% | 140,610 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.49% | Reduce -26.4% | 116,167 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 132,226 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 131,100 | $1.4M |
| Capricorn Fund Managers Ltd | 0.11% | No change | 131,000 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +1162.7% | 129,184 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +48.8% | 128,658 | $1.4M |
| Handelsbanken Fonder AB | 0.00% | Add +2.5% | 128,200 | $1.4M |
| Credit Agricole S A | 0.00% | Add +6.0% | 125,533 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Add +0.6% | 125,000 | $1.4M |
| Weiss Asset Management LP | 0.02% | New | 119,902 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.4% | 118,681 | $1.3M |
| XTX Topco Ltd | 0.02% | Reduce -78.7% | 118,329 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -6.1% | 117,098 | $1.3M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.7% | 115,224 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -4.6% | 110,876 | $1.2M |
| Nano Cap New Millennium Growth Fund L P | 0.92% | Add +69.2% | 110,000 | $1.2M |
| Redwood Investment Management, LLC | 0.12% | New | 108,844 | $1.2M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 107,575 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.9% | 105,477 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | New | 102,800 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.7% | 102,245 | $1.1M |
| Wakefield Asset Management LLLP | 0.24% | Add +1.6% | 100,094 | $1.1M |
| Royce & Associates LP | 0.01% | No change | 100,035 | $1.1M |
| State of Michigan Retirement System | 0.00% | Reduce -3.0% | 99,900 | $1.1M |
| Dark Forest Capital Management LP | 0.07% | New | 99,450 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 96,071 | $1.0M |
| Odyssean, LLC | 0.17% | New | 95,912 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -50.4% | 94,989 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.7% | 94,840 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | No change | 93,100 | $1.0M |
| denkapparat Operations GmbH | 0.33% | Add +83.8% | 92,802 | $1.0M |
| Caitong International Asset Management Co., Ltd | 0.14% | Add +39226.2% | 91,630 | $996K |
| Titleist Asset Management, LLC | 0.07% | Reduce -47.3% | 91,260 | $992K |
| Marshall Wace, LLP | 0.00% | New | 90,167 | $980K |
| Fifth Third Bancorp | 0.00% | Reduce -11.8% | 89,091 | $968K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.5% | 88,250 | $959K |
| New Mexico Educational Retirement Board | 0.02% | No change | 87,100 | $947K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -49.0% | 85,374 | $928K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 85,290 | $927K |
| Guggenheim Capital LLC | 0.01% | Reduce -1.8% | 85,005 | $924K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.1% | 82,364 | $895K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 78,886 | $857K |
| Osaic Holdings, Inc. | 0.00% | Add +14.3% | 78,770 | $856K |
| James Investment Research, Inc. | 0.09% | No change | 78,348 | $852K |
| Sigma Planning Corp | 0.02% | Add +5.1% | 76,130 | $828K |
| Arax Advisory Partners | 0.01% | Add +31303.3% | 75,054 | $816K |
| Alphadyne Asset Management LP | 0.04% | Add +183.1% | 74,463 | $809K |
| SG Americas Securities, LLC | 0.00% | Reduce -27.6% | 71,274 | $775K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.8% | 70,614 | $768K |
| Buckland Partners Management Co LLC | 0.37% | No change | 70,000 | $761K |
| Graham Capital Management, L.P. | 0.03% | New | 69,636 | $757K |
| OP Asset Management Ltd | 0.01% | New | 69,502 | $755K |
| Envestnet Asset Management Inc. | 0.00% | Add +56.0% | 69,078 | $751K |
| Gsa Capital Partners LLP | 0.05% | Add +292.4% | 66,982 | $728K |
| Silverberg Bernstein Capital Management LLC | 0.28% | Add +134.6% | 66,840 | $727K |
| Lazard Asset Management LLC | 0.00% | Add +3.8% | 66,738 | $725K |
| SBI Securities Co., Ltd. | 0.02% | Add +30.6% | 64,882 | $705K |
| Nikulski Financial, Inc. | 0.15% | Reduce -0.1% | 62,805 | $683K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +54.3% | 62,288 | $677K |
| Leonteq Securities AG | 0.04% | Add +58.4% | 61,753 | $671K |
| Edgestream Partners, L.P. | 0.02% | New | 61,075 | $664K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.0% | 60,184 | $654K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.1% | 60,071 | $653K |
| Jones Financial Companies LLLP | 0.00% | Add +20.4% | 61,284 | $645K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -6.5% | 59,168 | $643K |
| National Bank of Canada | 0.00% | Add +2.7% | 58,663 | $637K |
| M.E. Allison & Co., Inc. | 0.36% | Reduce -14.7% | 58,080 | $631K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -36.2% | 57,952 | $630K |
| Aigen Investment Management, LP | 0.17% | Add +122.4% | 57,730 | $628K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +100.1% | 57,040 | $620K |
| HighPoint Advisor Group LLC | 0.02% | Add +86.2% | 56,845 | $618K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -0.4% | 55,700 | $605K |
| Oak Associates Ltd. | 0.03% | No change | 55,510 | $603K |
| Summit Trail Advisors, LLC | 0.01% | Add +5.9% | 55,296 | $601K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -30.7% | 51,131 | $597K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -24.4% | 54,557 | $593K |
| Acadian Asset Management LLC | 0.00% | Reduce -63.6% | 54,571 | $592K |
| Mirabella Financial Services LLP | 0.06% | Reduce -69.6% | 54,049 | $588K |
| Griffin Asset Management, Inc. | 0.06% | Reduce -0.3% | 53,811 | $585K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +27.5% | 53,286 | $579K |
| Mackenzie Financial Corp. | 0.00% | Reduce -40.5% | 53,188 | $578K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -4.0% | 53,019 | $576K |
| Quantitative Investment Management, LLC | 0.06% | Add +141.2% | 52,870 | $574K |
| Cowa, LLC | 0.15% | Add +131.9% | 52,553 | $571K |
| Bank of Montreal | 0.00% | Reduce -14.6% | 52,510 | $571K |
| Xponance LLC | 0.00% | Reduce -1.0% | 50,802 | $552K |
| Bokf, NA | 0.01% | Reduce -3.5% | 50,767 | $552K |
| 111 Capital | 0.09% | Add +250.5% | 50,619 | $550K |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 50,110 | $545K |
| Wealthfront Advisers LLC | 0.00% | Reduce -8.3% | 49,761 | $541K |
| Swiss Life Asset Management Ltd | 0.00% | Add +7.8% | 48,107 | $523K |
| Truist Financial Corp. | 0.00% | Add +2.1% | 47,219 | $513K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 46,226 | $508K |
| Archford Capital Strategies, LLC | 0.05% | Add +0.3% | 45,005 | $489K |
| IFS Group,LLC | 0.66% | Add +9.5% | 44,144 | $480K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 44,023 | $479K |
| Two Sigma Securities, LLC | 0.04% | Add +23.7% | 43,018 | $468K |
| HighTower Advisors, LLC | 0.00% | Reduce -61.3% | 42,813 | $465K |
| Aster Capital Management (DIFC) Ltd | 0.10% | New | 42,547 | $462K |
| Keebeck Wealth Management | 0.04% | No change | 42,000 | $457K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -0.1% | 41,847 | $454K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +16.6% | 40,604 | $441K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +157.6% | 38,815 | $422K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +59.4% | 38,545 | $419K |
| R Squared Ltd | 0.22% | New | 37,881 | $412K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 37,871 | $412K |
| Blackstone Inc. | 0.00% | Reduce -91.4% | 37,481 | $407K |
| Bayesian Capital Management, LP | 0.26% | New | 36,900 | $401K |
| Pathstone Holdings, LLC | 0.00% | Reduce -32.6% | 36,235 | $394K |
| Bank of Nova Scotia | 0.00% | New | 36,227 | $394K |
| Symmetry Investments LP | 0.04% | Add +1988.7% | 35,800 | $389K |
| Rwa Wealth Partners, LLC | 0.00% | New | 35,785 | $389K |
| Securian Asset Management, Inc. | 0.01% | Reduce -0.2% | 31,495 | $383K |
| Sava Infond d.o.o. | 0.03% | Add +41.7% | 34,000 | $370K |
| QRG Capital Management, Inc. | 0.00% | Add +26.6% | 33,866 | $368K |
| Inceptionr LLC | 0.09% | Reduce -28.8% | 33,752 | $367K |
| Archer Investment Corp | 0.07% | Add +5237.9% | 32,348 | $352K |
| DRW Securities, LLC | 0.02% | New | 32,054 | $348K |
| Cerity Partners LLC | 0.00% | Reduce -53.0% | 32,020 | $348K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.3% | 30,909 | $336K |
| Vontobel Holding Ltd. | 0.00% | Reduce -86.6% | 30,442 | $331K |
| Fermata Advisors, LLC | 0.07% | No change | 30,350 | $330K |
| Act Capital Management, LLC | 0.21% | Reduce -40.0% | 30,000 | $326K |
| AlphaCore Capital LLC | 0.01% | New | 29,814 | $324K |
| Twin Tree Management, LP | 0.05% | Reduce -54.3% | 29,583 | $322K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -10.1% | 29,563 | $321K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -20.1% | 29,333 | $319K |
| Verus Capital Partners, LLC | 0.02% | Add +26.2% | 29,300 | $318K |
| Arkadios Wealth Advisors | 0.00% | Add +41.4% | 29,280 | $318K |
| Alan B Lancz & Associates, Inc. | 0.28% | Reduce -10.7% | 29,200 | $317K |
| Green Alpha Advisors, LLC | 0.21% | Add +0.6% | 28,745 | $312K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.3% | 27,523 | $299K |
| Bridgefront Capital, LLC | 0.08% | Add +7.4% | 26,753 | $291K |
| Ensign Peak Advisors, Inc | 0.00% | Add +0.2% | 26,328 | $286K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 25,589 | $278K |
| Teacher Retirement System of Texas | 0.00% | New | 25,389 | $276K |
| VARCOV Co. | 0.10% | New | 25,108 | $273K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.0% | 24,582 | $267K |
| Pingora Partners LLC | 0.16% | Add +4.3% | 24,500 | $266K |
| Moran Wealth Management, LLC | 0.01% | Add +69.2% | 24,300 | $264K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 24,174 | $263K |
| New Age Alpha Advisors, LLC | 0.01% | New | 24,065 | $262K |
| Banque Pictet & Cie SA | 0.00% | No change | 24,064 | $262K |
| Prudential Financial Inc. | 0.00% | Reduce -5.7% | 23,754 | $258K |
| Principal Securities, Inc. | 0.00% | Add +35.4% | 23,723 | $258K |
| Sciencast Management LP | 0.05% | Reduce -85.7% | 23,625 | $257K |
| Allworth Financial LP | 0.00% | Add +5.2% | 23,537 | $256K |
| Palumbo Wealth Management LLC | 0.05% | Add +1.6% | 23,399 | $254K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -14.5% | 22,779 | $248K |
| Marex Group Ltd | 0.00% | Reduce -12.0% | 22,498 | $245K |
| PFG Investments, LLC | 0.01% | Add +37.0% | 22,458 | $244K |
| Natixis | 0.00% | New | 22,284 | $242K |
| DNB Asset Management AS | 0.00% | No change | 22,242 | $242K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 22,034 | $240K |
| Rakuten Securities, Inc. | 0.05% | Add +108.3% | 21,525 | $234K |
| Utah Retirement Systems | 0.00% | No change | 21,361 | $232K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +93.9% | 21,123 | $230K |
| Evolve Private Wealth, LLC | 0.01% | New | 20,932 | $228K |
| Captrust Financial Advisors | 0.00% | Reduce -46.4% | 20,747 | $226K |
| Keynote Financial Services LLC | 0.11% | Add +8.3% | 20,641 | $224K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 20,398 | $222K |
| Sanctuary Advisors, LLC | 0.00% | Add +14.5% | 20,249 | $220K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -31.3% | 20,076 | $218K |
| Maryland State Retirement & Pension System | 0.00% | No change | 19,938 | $217K |
| Investors Portfolio Services LLC | 0.16% | Add +12.1% | 19,743 | $215K |
| Occudo Quantitative Strategies LP | 0.01% | Reduce -89.8% | 19,406 | $211K |
| Advisory Alpha, LLC | 0.01% | Add +68.1% | 19,029 | $207K |
| FORA Capital, LLC | 0.01% | New | 18,527 | $201K |
| AlphaGrep UK Ltd | 0.06% | Reduce -63.4% | 18,187 | $198K |
| Fred Alger Management, LLC | 0.00% | Reduce -12.7% | 17,596 | $191K |
| International Assets Investment Management, LLC | 0.01% | Add +20.5% | 16,505 | $191K |
| Shay Capital LLC | 0.02% | New | 17,503 | $190K |
| Diametric Capital, LP | 0.02% | New | 17,379 | $189K |
| GC Wealth Management RIA, LLC | 0.01% | Add +7.5% | 17,347 | $189K |
| Vise Technologies, Inc. | 0.00% | Add +28.0% | 17,014 | $185K |
| ProShare Advisors LLC | 0.00% | Reduce -1.9% | 16,847 | $183K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.4% | 16,629 | $181K |
| Almanack Investment Partners, LLC. | 0.02% | New | 16,354 | $178K |
| Lanark Financial, Inc. | 0.01% | Add +166.7% | 16,000 | $174K |
| Truvestments Capital LLC | 0.03% | Reduce -1.8% | 15,928 | $173K |
| Merit Financial Group, LLC | 0.00% | Reduce -67.6% | 15,905 | $173K |
| Bank Hapoalim BM | 0.01% | Reduce -1.1% | 15,755 | $171K |
| Callan Family Office, LLC | 0.00% | Reduce -35.2% | 15,206 | $165K |
| NewEdge Advisors, LLC | 0.00% | Add +19.9% | 15,170 | $165K |
| HB Wealth Management, LLC | 0.00% | Reduce -8.9% | 14,871 | $162K |
| STRS Ohio | 0.00% | Add +52.1% | 14,634 | $159K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -12.6% | 14,451 | $157K |
| CIBC Asset Management Inc | 0.00% | Reduce -20.8% | 14,201 | $154K |
| Hantz Financial Services, Inc. | 0.00% | Add +85.3% | 14,174 | $154K |
| Sagewood Asset Management LP | 0.03% | Reduce -6.9% | 14,082 | $153K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -46.0% | 14,053 | $153K |
| Shelton Capital Management | 0.00% | No change | 13,907 | $151K |
| VestGen Advisors, LLC | 0.00% | Reduce -4.5% | 13,872 | $151K |
| Twelve Points Wealth Management LLC | 0.03% | New | 13,717 | $149K |
| M&T Bank Corp | 0.00% | Reduce -45.4% | 13,573 | $148K |
| Frec Markets, Inc. | 0.01% | New | 13,509 | $147K |
| Quantessence Capital LLC | 0.42% | New | 13,108 | $142K |
| Fifth Third Wealth Advisors LLC | 0.00% | Add +3.6% | 13,080 | $142K |
| Pasadena Private Wealth, LLC | 0.02% | Add +1.6% | 12,950 | $141K |
| Banque Cantonale Vaudoise | 0.01% | No change | 12,767 | $139K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.1% | 12,643 | $137K |
| North Dakota State Investment Board | 0.01% | Add +2.5% | 12,058 | $131K |
| Prelude Capital Management, LLC | 0.01% | New | 12,036 | $131K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.1% | 12,001 | $130K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 11,987 | $130K |
| Wedbush Securities Inc. | 0.00% | Add +14.0% | 11,920 | $130K |
| Silver Coast Investments LLC | 0.04% | Reduce -11.9% | 11,731 | $128K |
| Belpointe Asset Management LLC | 0.00% | New | 11,696 | $127K |
| Nykredit A/S | 0.00% | — | 11,600 | $126K |
| Peregrine Asset Advisers, Inc. | 0.03% | No change | 11,375 | $124K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 11,550 | $123K |
| Advisory Services Network, LLC | 0.00% | Reduce -7.0% | 11,303 | $123K |
| Qsemble Capital Management, LP | 0.02% | Reduce -74.8% | 11,298 | $123K |
| Machina Capital S.A.S. | 0.02% | Reduce -58.9% | 11,183 | $122K |
| Alta Wealth Advisors LLC | 0.03% | Reduce -52.1% | 11,113 | $121K |
| Twinbeech Capital LP | 0.02% | New | 11,100 | $121K |
| Authentikos Wealth Advisory, LLC | 0.08% | New | 10,857 | $118K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.9% | 10,843 | $118K |
| Prospera Financial Services Inc | 0.00% | New | 10,775 | $117K |
| US Bancorp \de | 0.00% | Reduce -20.2% | 10,676 | $116K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +4.4% | 10,599 | $115K |
| Covestor Ltd | 0.07% | Add +771.0% | 10,565 | $115K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,544 | $115K |
| Clearstead Advisors, LLC | 0.00% | Add +41.6% | 10,263 | $112K |
| Summit Financial, LLC | 0.00% | New | 10,250 | $111K |
| GAMMA Investing LLC | 0.00% | Reduce -23.9% | 10,239 | $111K |
| Childress Capital Advisors, LLC | 0.02% | Reduce -49.4% | 10,145 | $110K |
| Alhambra Investment Management LLC | 0.05% | New | 10,000 | $109K |
| Evolution Wealth Advisors, LLC | 0.01% | Reduce -38.4% | 10,000 | $109K |
| Erste Asset Management GmbH | 0.00% | No change | 9,260 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -49.4% | 7,912 | $86K |
| UMB Bank, n.a. | 0.00% | Add +92.6% | 7,822 | $85K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 6,670 | $73K |
| Bayforest Capital Ltd | 0.06% | Reduce -41.2% | 6,275 | $68K |
| Quarry LP | 0.01% | Add +23.6% | 6,202 | $67K |
| Signaturefd, LLC | 0.00% | Reduce -16.3% | 6,143 | $67K |
| Blue Trust, Inc. | 0.00% | Reduce -22.6% | 5,725 | $62K |
| Peterson Wealth Management | 0.03% | Add +91.5% | 5,650 | $61K |
| AdvisorNet Financial, Inc | 0.00% | Add +58.8% | 5,400 | $59K |
| Global Retirement Partners, LLC | 0.00% | — | 5,271 | $57K |
| EFG International AG | 0.00% | No change | 5,000 | $54K |
| Institute for Wealth Management, LLC. | 0.00% | New | 4,400 | $48K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -11.6% | 3,562 | $39K |
| Ankerstar Wealth, LLC | 0.03% | Reduce -5.7% | 3,324 | $36K |
| Forum Finance Group S.A. | 0.01% | Reduce -20.4% | 3,900 | $34K |
| Bessemer Group Inc. | 0.00% | Add +550.4% | 2,940 | $32K |
| Purpose Unlimited Inc. | 0.00% | Add +129.9% | 2,524 | $27K |
| Pioneer Family Office, LLC | 0.01% | New | 2,500 | $27K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 2,500 | $27K |
| IFP Advisors, Inc | 0.00% | Reduce -19.3% | 2,432 | $26K |
| Versant Capital Management, Inc | 0.00% | Add +16.5% | 2,380 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +8.2% | 2,368 | $26K |
| North Star Investment Management Corp. | 0.00% | No change | 2,000 | $22K |
| FNY Investment Advisers, LLC | 0.01% | No change | 2,000 | $21K |
| Rothschild Investment LLC | 0.00% | Add +37.5% | 1,927 | $21K |
| Larson Financial Group LLC | 0.00% | Add +101.4% | 1,909 | $21K |
| CoreCap Advisors, LLC | 0.00% | Reduce -11.4% | 1,588 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -73.1% | 1,264 | $14K |
| Fortitude Family Office, LLC | 0.00% | New | 1,177 | $13K |
| Danske Bank A/S | 0.00% | Reduce -99.3% | 1,100 | $12K |
| Strategic Advocates LLC | 0.05% | Reduce -56.3% | 1,097 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Add +105.0% | 1,074 | $12K |
| Founders Capital Management | 0.00% | No change | 1,000 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,000 | $11K |
| Persistent Asset Partners Ltd | 0.00% | New | 961 | $10K |
| Hara Capital LLC | 0.01% | No change | 900 | $10K |
| Highline Wealth Partners LLC | 0.00% | Add +130.6% | 890 | $10K |
| Burkett Financial Services, LLC | 0.00% | No change | 879 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -80.2% | 779 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 800 | $9K |
| Aberdeen Wealth Management LLC | 0.00% | New | 700 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | New | 665 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +91.0% | 661 | $7K |
| Hurley Capital, LLC | 0.00% | No change | 650 | $7K |
| Private Trust Co. NA | 0.00% | No change | 650 | $7K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Add +65.3% | 633 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +54.6% | 592 | $6K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.7% | 561 | $6K |
| NBH Bank | 0.00% | — | 536 | $6K |
| Signature Equity Partners, LLC | 0.00% | Reduce -35.9% | 530 | $6K |
| NFSG Corp | 0.00% | No change | 500 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 497 | $5K |
| MCF Advisors LLC | 0.00% | No change | 494 | $5K |
| Performa Ltd (US), LLC | 0.00% | Add +17.2% | 450 | $5K |
| Nemes Rush Group LLC | 0.00% | Add +350.0% | 450 | $5K |
| Tripletail Wealth Management, LLC | 0.00% | New | 346 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 340 | $4K |
| Sachetta, LLC | 0.00% | Add +26.3% | 303 | $3K |
| Whittier Trust Co. | 0.00% | No change | 271 | $3K |
| Bear Mountain Capital, Inc. | 0.00% | Add +6.8% | 253 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 260 | $3K |
| Quent Capital, LLC | 0.00% | Reduce -45.1% | 212 | $2K |
| SWAN Capital LLC | 0.00% | New | 200 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 200 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 200 | $2K |
| Barrett & Company, Inc. | 0.00% | New | 195 | $2K |
| CX Institutional | 0.00% | No change | 139 | $2K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 176 | $2K |
| Dogwood Wealth Management LLC | 0.00% | No change | 175 | $2K |
| Kilter Group LLC | 0.00% | Add +155.6% | 161 | $2K |
| Noble Wealth Management PBC | 0.00% | No change | 156 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +65.6% | 154 | $2K |
| CVA Family Office, LLC | 0.00% | Add +221.3% | 151 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 150 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 150 | $2K |
| Ameriflex Group, Inc. | 0.00% | No change | 146 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 142 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 141 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +57.0% | 135 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 129 | $1K |
| Proathlete Wealth Management LLC | 0.00% | No change | 127 | $1K |
| Clearstead Trust, LLC | 0.00% | Reduce -53.6% | 122 | $1K |
| Sankala Group LLC | 0.00% | No change | 81 | $1K |
| MidFirst Bank | 0.00% | No change | 117 | $1K |
| Huntington National Bank | 0.00% | Add +527.8% | 113 | $1K |
| Plato Investment Management Ltd | 0.00% | No change | 107 | $1K |
| Vision Financial Markets LLC | 0.00% | No change | 100 | $1K |
| SHP Wealth Management | 0.00% | Reduce -16.4% | 102 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 102 | $1K |
| Toth Financial Advisory Corp. | 0.00% | New | 100 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 100 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 86 | $935 |
| McDonald Partners LLC | 0.00% | New | 85 | $924 |
| Fiduciary Financial Advisors | 0.00% | New | 84 | $903 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 83 | $902 |
| Caitlin John, LLC | 0.00% | No change | 82 | $891 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -12.6% | 76 | $826 |
| Mosley Wealth Management | 0.00% | No change | 75 | $815 |
| Tompkins Financial Corp. | 0.00% | No change | 75 | $815 |
| Smartleaf Asset Management LLC | 0.00% | No change | 72 | $769 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -62.8% | 70 | $761 |
| Cromwell Holdings LLC | 0.00% | No change | 68 | $739 |
| MV Capital Management, Inc. | 0.00% | Add +20.8% | 58 | $631 |
| Bangor Savings Bank | 0.00% | Reduce -91.6% | 55 | $598 |
| Millstone Evans Group, LLC | 0.00% | No change | 50 | $544 |
| Synergy Investment Management, LLC | 0.00% | New | 50 | $544 |
| Ancora Advisors LLC | 0.00% | No change | 50 | $543 |
| Marquette Asset Management, LLC | 0.00% | New | 49 | $533 |
| SouthState Bank Corp | 0.00% | Add +19.5% | 49 | $533 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -50.0% | 48 | $522 |
| Financial Perspectives, Inc | 0.00% | No change | 48 | $522 |
| Zions Bancorporation, National Association | 0.00% | Add +152.6% | 48 | $522 |
| Planning Strategies Inc. | 0.00% | — | 46 | $500 |
| Stone House Investment Management, LLC | 0.00% | New | 44 | $474 |
| GFS Advisors, LLC | 0.00% | New | 30 | $324 |
| Crewe Advisors LLC | 0.00% | New | 29 | $316 |
| Salem Investment Counselors Inc. | 0.00% | New | 28 | $305 |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 28 | $304 |
| SJS Investment Consulting Inc. | 0.00% | New | 27 | $294 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 27 | $293 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -57.4% | 26 | $283 |
| Trust Co | 0.00% | No change | 26 | $283 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 25 | $272 |
| JFS Wealth Advisors, LLC | 0.00% | New | 24 | $261 |
| Creative Capital Management Investments LLC | 0.00% | New | 21 | $228 |
| Activest Wealth Management | 0.00% | New | 21 | $228 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 20 | $218 |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 20 | $217 |
| Rialto Wealth Management, LLC | 0.00% | Add +36.4% | 15 | $164 |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -40.0% | 12 | $131 |
| Luminist Capital LLC | 0.00% | New | 10 | $109 |
| American Capital Advisory, LLC | 0.00% | Reduce -66.7% | 8 | $87 |
| HFM Investment Advisors, LLC | 0.00% | New | 8 | $87 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -69.6% | 7 | $77 |
| Hughes Financial Services, LLC | 0.00% | No change | 6 | $65 |
| LRI Investments, LLC | 0.00% | New | 4 | $43 |
| Essential Partners LLC | 0.00% | Reduce -99.8% | 4 | $43 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 3 | $33 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $24 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $22 |
| Strive Financial Group ,LLC | 0.00% | Reduce -99.8% | 2 | $22 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -97.7% | 20 | $0 |
| Avion Wealth | 0.00% | Reduce -66.4% | 46 | $0 |
| Navigoe, LLC | 0.00% | New | 4 | $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.