InsuletPODD

13F holders, Q2 2024 (June 30)
599holders +37
102new positions
65sold out
9famous investors
$201.75avg. 13F price*

At the end of Q2 2024, 599 institutions reported holding Insulet Corp. (PODD) in their 13F filings, up 37 from Q1 2024. 102 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($1.7B), Capital Research Global Investors ($1.4B) and BlackRock Inc. ($1.2B). 9 famous investors held it, including Daniel Sundheim (0.9% of D1 Capital Partners's portfolio), Ken Griffin (0.3% of Citadel Advisors's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).

Company
Insulet Corp.
Sector
Health Care
CUSIP
45784P101
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 562Q1 2024Q2 2024: 599Q2 2024Q3 2024: 624Q3 2024Q4 2024: 682Q4 2024Q1 2025: 718Q1 2025Q2 2025: 796Q2 2025Q3 2025: 813Q3 2025Q4 2025: 835Q4 2025Q1 2026: 788Q1 2026Q2 2026: 731Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions102$284.4M
Exits65$204.4M

All 13F filers, Q1 2024 → Q2 2024: 6,710,089 shares bought and 6,559,384 shares sold, net +150,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 599 holders

Vanguard Group Inc. 0.03% Add +2.5% 8,400,026 $1.7B
Capital Research Global Investors 0.32% Reduce -5.4% 7,151,023 $1.4B
BlackRock Inc. 0.03% Add +0.6% 6,059,724 $1.2B
FMR LLC 0.08% Add +10.2% 5,953,988 $1.2B
State Street Corp. 0.03% Reduce -2.1% 2,858,843 $576.9M
Baillie Gifford & Co. 0.30% Add +30.8% 1,886,062 $380.6M
Ameriprise Financial Inc. 0.10% Add +30.1% 1,744,274 $352.0M
Geode Capital Management, LLC 0.03% Add +3.4% 1,715,751 $345.3M
Citadel Advisors 0.31% Reduce -9.6% 1,507,811 $304.3M
FIL Ltd 0.28% Add +94.6% 1,401,704 $282.9M
Clearbridge Investments, LLC 0.22% Add +6.0% 1,339,763 $270.4M
Morgan Stanley 0.02% Reduce -8.4% 1,271,453 $256.6M
Wellington Management Group LLP 0.04% Reduce -48.1% 1,032,392 $208.3M
Norges Bank 0.03% Reduce -2.5% 953,935 $192.5M
William Blair Investment Management, LLC 0.50% Reduce -1.1% 942,254 $190.1M
Goldman Sachs Group Inc. 0.04% Add +14.9% 925,840 $186.8M
American Century Companies Inc. 0.11% Add +18.7% 885,669 $178.7M
Invesco Ltd. 0.04% Reduce -3.7% 855,617 $172.7M
Bank of America Corp. 0.01% Reduce -1.7% 761,095 $153.6M
Northern Trust Corp. 0.02% Add +2.9% 652,142 $131.6M
Westfield Capital Management Co. LP 0.59% Add +26.3% 591,484 $119.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +14.8% 586,431 $118.3M
Primecap Management Co. 0.08% Reduce -6.3% 579,678 $117.0M
Macquarie Group Ltd. 0.12% Add +3325.2% 530,796 $107.1M
JPMorgan Chase & Co. 0.01% Reduce -23.0% 516,879 $104.3M
Marshall Wace, LLP 0.14% New 495,431 $100.0M
Bank of New York Mellon Corp 0.02% Reduce -0.7% 472,467 $95.3M
Charles Schwab Investment Management Inc. 0.02% Add +5.4% 442,426 $89.3M
Bellevue Group AG 1.43% Add +48.2% 435,420 $87.9M
Amundi 0.03% Add +7.6% 439,888 $86.5M
Canada Pension Plan Investment Board 0.08% Reduce -1.0% 425,412 $85.8M
T. Rowe Price Associates Inc. 0.01% Reduce -6.5% 407,661 $82.3M
Federated Hermes, Inc. 0.18% Add +38.8% 369,113 $74.5M
Point72 Asset Management 0.24% Reduce -7.1% 367,427 $74.1M
Baird Financial Group, Inc. 0.15% Reduce -4.7% 352,407 $71.1M
Fisher Asset Management 0.03% Add +0.3% 347,987 $70.2M
Legal & General Group Plc 0.02% Reduce -5.1% 335,179 $67.6M
Man Group plc 0.17% Reduce -13.1% 317,639 $64.1M
Ami Asset Management Corp. 3.15% Add +33.3% 289,420 $58.4M
Artisan Partners Limited Partnership 0.09% Add +57.1% 283,062 $57.1M
D1 Capital Partners 0.92% Reduce -72.9% 270,652 $54.6M
Polar Asset Management Partners Inc. 2.09% Reduce -21.5% 264,322 $53.3M
Iron Triangle Partners LP 5.59% New 264,041 $53.3M
Employees Provident Fund Board 0.82% Reduce -2.5% 255,389 $51.5M
Nuveen Asset Management, LLC 0.02% Add +23.7% 255,263 $51.5M
Aberdeen Group plc 0.09% Reduce -18.7% 235,604 $47.5M
Ownership Capital B.V. 1.28% Reduce -8.4% 235,368 $47.5M
Millennium Management 0.04% Add +46.8% 225,900 $45.6M
First Light Asset Management, LLC 3.81% Add +42.6% 215,637 $43.5M
Swiss National Bank 0.03% Reduce -0.9% 207,300 $41.8M
Deutsche Bank AG 0.02% Reduce -27.8% 205,829 $41.5M
Rock Springs Capital Management LP 1.19% Reduce -39.1% 195,000 $39.4M
Assenagon Asset Management S.A. 0.09% Add +38.8% 179,393 $36.2M
Parkman Healthcare Partners LLC 4.93% Add +97.2% 179,305 $36.2M
AQR Capital Management 0.06% Add +44.8% 179,192 $36.2M
Balyasny Asset Management L.P. 0.09% New 177,741 $35.9M
Capital World Investors 0.01% Reduce 0.0% 168,005 $33.9M
C WorldWide Group Holding A/S 0.37% No change 167,908 $33.9M
Voya Investment Management LLC 0.04% Add +29.4% 167,186 $33.7M
Beacon Investment Advisory Services, Inc. 1.44% Reduce -4.8% 166,556 $33.6M
AEGON ASSET MANAGEMENT UK Plc 0.47% Add +92.8% 166,251 $33.6M
Chicago Capital, LLC 0.98% Reduce -2.6% 162,877 $32.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -10.0% 151,100 $30.5M
Dimensional Fund Advisors LP 0.01% Add +10.0% 146,746 $29.6M
Rhumbline Advisers 0.03% Add +0.5% 146,561 $29.6M
AXA S.A. 0.09% Reduce -17.8% 146,110 $29.5M
Nomura Asset Management Co. Ltd. 0.10% Add +218.3% 145,115 $29.3M
Wells Fargo & Company 0.01% Reduce -1.2% 141,833 $28.6M
Royal Bank of Canada 0.01% Add +50.7% 136,730 $27.6M
Barclays PLC 0.01% Reduce -68.0% 136,572 $27.6M
National Pension Service 0.03% Add +2.1% 131,094 $26.5M
Polar Capital Holdings Plc 0.16% Reduce -19.2% 130,881 $26.4M
BNP Paribas Financial Markets 0.03% Add +7.8% 128,749 $26.0M
HSBC Holdings PLC 0.02% Reduce -37.5% 124,651 $25.3M
Blair William & Co. 0.08% Add +14.5% 123,786 $25.0M
Alliancebernstein L.P. 0.01% Add +20.5% 119,240 $24.1M
UBS Group AG 0.01% Add +0.8% 115,620 $23.3M
Bank of Montreal 0.01% Reduce -51.2% 110,710 $22.9M
Deerfield Management Company, L.P. 0.44% Add +2.2% 112,433 $22.7M
California State Teachers Retirement System 0.03% Reduce -0.3% 108,346 $21.9M
Frontier Capital Management Co. LLC 0.21% Add +11.3% 107,535 $21.7M
Comerica Bank 0.09% Add +59.4% 106,033 $21.4M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -24.7% 102,060 $20.6M
California Public Employees Retirement System 0.01% Add +3.0% 98,948 $20.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +21.8% 95,494 $19.3M
Beck Bode, LLC 3.78% Add +33.6% 93,187 $18.8M
Franklin Resources Inc. 0.01% Add +251.8% 92,378 $18.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -12.5% 92,040 $18.6M
Two Sigma Investments, LP 0.04% Add +37.7% 89,952 $18.2M
Capital Fund Management S.A. 0.21% Reduce -34.3% 89,922 $18.1M
Envestnet Asset Management Inc. 0.01% Add +4.9% 87,718 $17.7M
Allianz Asset Management GmbH 0.03% Reduce -3.6% 87,569 $17.7M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -11.5% 87,200 $17.6M
Rockefeller Capital Management L.P. 0.05% Reduce -1.8% 85,402 $17.2M
Principal Financial Group Inc. 0.01% Add +1.1% 82,855 $16.7M
Schonfeld Strategic Advisors LLC 0.12% Add +22.0% 78,654 $15.9M
Stephens Investment Management Group LLC 0.21% Add +17.6% 73,066 $14.7M
State Board of Administration of Florida Retirement System 0.03% Reduce -7.3% 72,708 $14.7M
Stanley-Laman Group, Ltd. 1.78% Reduce -8.8% 66,681 $13.5M
Citigroup Inc. 0.01% Add +3.3% 65,095 $13.1M
Los Angeles Capital Management LLC 0.05% Reduce -78.6% 64,216 $13.0M
New York State Teachers Retirement System 0.03% Add +2.3% 63,478 $12.8M
APG Asset Management N.V. 0.02% Reduce -1.3% 66,033 $12.4M
Sofinnova Investments, Inc. 0.78% Reduce -72.3% 60,967 $12.3M
Jennison Associates LLC 0.01% Reduce -24.0% 60,787 $12.3M
DNB Asset Management AS 0.06% Add +56.5% 59,947 $12.1M
New York State Common Retirement Fund 0.02% Add +9.9% 58,612 $11.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.4% 55,671 $11.2M
Ensign Peak Advisors, Inc 0.02% Reduce -1.3% 54,460 $11.0M
Acadian Asset Management LLC 0.03% Reduce -21.8% 53,352 $10.8M
Grandeur Peak Global Advisors, LLC 0.82% Add +14.3% 50,972 $10.3M
TD Asset Management Inc 0.01% Reduce -3.9% 50,502 $10.2M
Fred Alger Management, LLC 0.05% Add +64.9% 50,328 $10.2M
Brown Advisory Inc. 0.01% Add +17.7% 49,101 $9.9M
Congress Asset Management Co. 0.07% Add +21.9% 48,271 $9.7M
National Bank of Canada 0.01% Reduce -49.3% 49,056 $9.6M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -34.2% 47,664 $9.6M
Segall Bryant & Hamill, LLC 0.17% Add +3.4% 47,369 $9.6M
Rhenman & Partners Asset Management AB 0.90% Add +33.8% 46,500 $9.4M
Kornitzer Capital Management Inc. 0.18% New 45,625 $9.2M
B. Metzler seel. Sohn & Co. AG 0.09% Add +1.7% 45,471 $9.2M
Portman Square Capital LLP 6.94% Add +24.4% 44,139 $8.9M
State of Wisconsin Investment Board 0.02% Reduce -11.2% 44,074 $8.9M
Two Sigma Advisers, LP 0.02% Add +1200.0% 42,900 $8.7M
Prudential Financial Inc. 0.01% Reduce -12.4% 41,074 $8.3M
Forsta Ap-Fonden 0.07% Reduce -3.3% 38,700 $7.8M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.1% 38,235 $7.7M
Raymond James & Associates 0.00% Reduce -8.0% 36,089 $7.3M
State of Tennessee, Department of Treasury 0.03% Add +254.1% 35,936 $7.3M
Pictet Asset Management Holding SA 0.01% Reduce -18.5% 35,758 $7.2M
Jane Street Group, LLC 0.01% Reduce -58.7% 35,037 $7.1M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -0.5% 34,865 $7.0M
Rosenblum Silverman Sutton S F Inc. 1.88% Add +0.5% 34,869 $7.0M
ING Groep NV 0.04% Reduce -0.4% 34,725 $7.0M
Victory Capital Management Inc. 0.01% Reduce -10.6% 33,982 $6.9M
Zacks Investment Management 0.08% Add +4.6% 33,708 $6.8M
PDT Partners, LLC 0.62% Add +35.2% 32,292 $6.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -40.4% 32,288 $6.5M
Mediolanum International Funds Ltd 0.10% Reduce -6.8% 32,898 $6.4M
Treasurer of the State of North Carolina 0.03% Reduce -2.6% 31,247 $6.3M
Ithaka Group LLC 1.13% Reduce -4.2% 30,289 $6.1M
CANADA LIFE ASSURANCE Co 0.01% Add +23.0% 30,180 $6.1M
Sei Investments Co. 0.01% Add +148.6% 29,289 $5.9M
Russell Investments Group, Ltd. 0.01% Reduce -8.0% 28,566 $5.8M
Danske Bank A/S 0.02% Reduce -26.1% 28,654 $5.8M
Royal London Asset Management Ltd. 0.01% Add +2.4% 27,897 $5.6M
Korea Investment CORP 0.01% Reduce -27.1% 27,882 $5.6M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -2.5% 27,500 $5.5M
Resona Asset Management Co.,Ltd. 0.03% Reduce -9.0% 27,337 $5.5M
Public Employees Retirement System of Ohio 0.02% Add +0.4% 26,709 $5.4M
Robeco Institutional Asset Management B.V. 0.01% Add +0.8% 26,673 $5.4M
Asset Management One Co., Ltd. 0.02% Reduce -1.0% 26,444 $5.3M
Cinctive Capital Management LP 0.28% New 25,708 $5.2M
Sivik Global Healthcare LLC 2.25% Reduce -16.7% 25,000 $5.0M
Integral Health Asset Management, LLC 0.50% New 25,000 $5.0M
State of New Jersey Common Pension Fund D 0.02% Reduce -38.5% 24,813 $5.0M
Natixis Advisors, LLC 0.01% Add +13.7% 24,607 $5.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 24,536 $5.0M
Raymond James Financial Services Advisors, Inc. 0.01% Add +382.6% 24,136 $4.9M
Osaic Holdings, Inc. 0.01% Add +766.6% 24,032 $4.8M
Integrated Advisors Network LLC 0.25% New 24,025 $4.8M
Knights of Columbus Asset Advisors LLC 0.31% Add +14.0% 23,882 $4.8M
Sit Investment Associates Inc. 0.10% No change 22,207 $4.5M
MetLife Investment Management, LLC 0.03% Add +14.1% 21,914 $4.4M
Redmond Asset Management, LLC 1.45% Add +75.3% 21,769 $4.4M
Panagora Asset Management Inc. 0.02% Add +323.9% 21,367 $4.3M
PEAK6 Investments LLC 0.20% New 21,331 $4.3M
Formula Growth Ltd. 1.53% Reduce -1.1% 20,865 $4.2M
Oppenheimer Asset Management Inc. 0.05% Add +16.6% 20,622 $4.2M
Swedbank AB 0.01% Reduce -48.9% 20,577 $4.2M
Susquehanna International Group, LLP 0.01% Reduce -3.3% 20,530 $4.1M
Toronto Dominion Bank 0.01% Reduce -29.6% 20,385 $4.1M
ExodusPoint Capital Management, LP 0.04% New 20,361 $4.1M
SG Americas Securities, LLC 0.03% Reduce -31.2% 20,357 $4.1M
Eisler Capital (US) LLC 0.77% New 20,282 $4.1M
APG Asset Management US Inc. 0.02% Add +2.4% 20,030 $3.9M
Arizona State Retirement System 0.03% Add +0.1% 19,235 $3.9M
State of Michigan Retirement System 0.02% Add +0.5% 19,200 $3.9M
Meiji Yasuda Asset Management Co Ltd. 0.16% Add +49.5% 19,035 $3.8M
Corebridge Financial, Inc. 0.02% — 18,969 $3.8M
Brown Capital Management LLC 0.08% Reduce -4.1% 18,953 $3.8M
Moore Capital Management, LP 0.09% New 18,867 $3.8M
Soleus Capital Management, L.P. 0.33% New 18,800 $3.8M
Qube Research & Technologies Ltd 0.01% Reduce -93.4% 18,750 $3.8M
LPL Financial LLC 0.00% Add +12.1% 18,261 $3.7M
Royce & Associates LP 0.03% Add +800.8% 17,844 $3.6M
Y-Intercept (Hong Kong) Ltd 0.19% Add +1250.2% 17,215 $3.5M
Townsquare Capital LLC 0.05% Add +37.1% 16,829 $3.4M
S&co Inc. 0.24% Add +0.4% 16,788 $3.4M
Tower Research Capital LLC (TRC) 0.06% Add +260.1% 16,696 $3.4M
Commonwealth Equity Services, LLC 0.01% Add +24.7% 16,531 $3.3M
Handelsbanken Fonder AB 0.01% Add +10.9% 16,316 $3.3M
Walleye Capital LLC 0.04% Reduce -64.6% 16,075 $3.2M
Lingotto Investment Management LLP 0.11% New 16,069 $3.2M
DAFNA Capital Management LLC 0.77% No change 15,900 $3.2M
Xponance LLC 0.03% Add +1.6% 15,861 $3.2M
Candriam S.C.A. 0.02% Add +3.1% 15,741 $3.2M
Cabot Wealth Management Inc. 0.42% Reduce -0.2% 15,721 $3.2M
Lighthouse Investment Partners, LLC 0.18% New 15,700 $3.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -36.4% 15,098 $3.1M
Aviva PLC 0.01% Add +489.1% 15,451 $3.1M
Retirement Systems of Alabama 0.01% Add +0.2% 15,449 $3.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.4% 15,384 $3.1M
Amalgamated Bank 0.03% Reduce -1.0% 15,115 $3.0M
Holocene Advisors, LP 0.01% New 14,832 $3.0M
OMERS ADMINISTRATION Corp 0.03% New 14,631 $3.0M
IFM Investors Pty Ltd 0.03% Add +0.6% 14,522 $2.9M
Bridgewater Associates 0.02% Reduce -13.5% 14,412 $2.9M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -21.9% 14,188 $2.9M
US Bancorp \de 0.00% Reduce -3.4% 14,120 $2.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.03% — 13,700 $2.8M
NorthCoast Asset Management LLC 0.02% New 13,422 $2.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +61.0% 13,417 $2.7M
Czech National Bank 0.03% Add +8.6% 13,346 $2.7M
NEOS Investment Management LLC 0.11% Add +23.7% 13,234 $2.7M
Natixis 0.02% Reduce -37.9% 13,079 $2.6M
Silvant Capital Management LLC 0.12% Reduce -0.4% 12,859 $2.6M
CW Advisors, LLC 0.04% Add +11.1% 12,825 $2.6M
ProShare Advisors LLC 0.01% Reduce -2.9% 12,671 $2.6M
Readystate Asset Management LP 0.21% New 12,129 $2.4M
PNC Financial Services Group, Inc. 0.00% Add +6.8% 12,083 $2.4M
Andra AP-fonden 0.04% New 12,000 $2.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -2.2% 11,973 $2.4M
Vanguard Personalized Indexing Management, LLC 0.05% Add +15.0% 11,812 $2.4M
American Capital Management Inc. 0.08% Add +1.5% 11,603 $2.3M
Utah Retirement Systems 0.03% Reduce -3.4% 11,556 $2.3M
Daiwa Securities Group Inc. 0.01% Add +8.9% 11,405 $2.3M
Tredje AP-fonden 0.02% Reduce -1.6% 10,883 $2.2M
Trexquant Investment LP 0.03% Reduce -81.0% 10,738 $2.2M
Bokf, NA 0.04% Add +10.3% 10,703 $2.2M
Credit Agricole S A 0.01% Add +148.7% 10,670 $2.2M
EFG Asset Management (North America) Corp. 0.36% Reduce -6.8% 10,339 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -3.3% 10,289 $2.1M
Stifel Financial Corp. 0.00% Add +8.8% 10,237 $2.1M
Guggenheim Capital LLC 0.01% Reduce -32.8% 10,158 $2.0M
Gilder Gagnon Howe & Co. LLC 0.03% Add +38.4% 10,122 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -3.1% 10,052 $2.0M
DekaBank Deutsche Girozentrale 0.00% Reduce -16.1% 9,740 $2.0M
Gotham Asset Management 0.03% New 9,694 $2.0M
New York Life Investment Management LLC 0.02% Add +0.9% 9,682 $2.0M
Geneos Wealth Management Inc. 0.09% New 9,669 $2.0M
Alberta Investment Management Corp 0.02% Add +5.0% 9,658 $1.9M
Millrace Asset Group, Inc. 1.87% New 9,535 $1.9M
EFG Asset Management (Americas) Corp. 0.37% Add +56.4% 9,453 $1.9M
CIBC Asset Management Inc 0.01% Reduce -4.6% 9,420 $1.9M
KBC Group NV 0.01% Add +0.9% 9,379 $1.9M
Scholtz & Company, LLC 0.79% New 9,151 $1.8M
Corient Private Wealth LP 0.00% Add +12.3% 9,137 $1.8M
Diversified Trust Co. 0.05% Add +90.9% 9,130 $1.8M
Cibc World Markets Corp. 0.01% Add +30.1% 9,069 $1.8M
Scientech Research LLC 0.37% Add +181.0% 8,978 $1.8M
Banque Cantonale Vaudoise 0.07% Add +17.5% 8,944 $1.8M
M&T Bank Corp 0.01% Add +17.0% 8,899 $1.8M
Tidal Investments LLC 0.02% Add +119.0% 8,899 $1.8M
Linden Thomas Advisory Services, LLC 0.27% Add +65.8% 8,812 $1.8M
Illinois Municipal Retirement Fund 0.03% No change 8,516 $1.7M
Cresset Asset Management, LLC 0.01% Reduce -0.6% 8,384 $1.7M
Fifth Third Bancorp 0.01% Add +13.5% 8,221 $1.7M
Nissay Asset Management Corp. /Japan 0.01% Add +2.1% 8,101 $1.6M
Meiji Yasuda Life Insurance Co 0.03% Add +16.0% 7,961 $1.6M
UniSuper Management Pty Ltd 0.01% Add +34.6% 7,958 $1.6M
Jackson Square Capital, LLC 0.38% New 7,635 $1.5M
Nomura Holdings Inc. 0.01% New 7,622 $1.5M
Cubist Systematic Strategies, LLC 0.03% Reduce -71.9% 7,617 $1.5M
Rafferty Asset Management, LLC 0.01% Add +5.6% 7,614 $1.5M
State of Alaska, Department of Revenue 0.02% No change 7,572 $1.5M
Creative Planning 0.00% Add +35.0% 7,430 $1.5M
Mackenzie Financial Corp. 0.00% Reduce -2.8% 7,365 $1.5M
Sectoral Asset Management Inc. 0.60% Reduce -59.4% 7,350 $1.5M
Bank of Nova Scotia 0.00% Reduce -63.1% 7,295 $1.5M
Alps Advisors Inc. 0.01% Reduce -13.7% 7,281 $1.5M
Employees Retirement System of Texas 0.02% No change 7,250 $1.5M
Savant Capital, LLC 0.01% Reduce -18.9% 7,243 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +50.9% 7,216 $1.5M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.1% 7,183 $1.4M
Storebrand Asset Management As 0.00% Reduce -42.8% 6,686 $1.3M
Van Eck Associates Corp. 0.00% Reduce -23.2% 6,593 $1.3M
Pacer Advisors, Inc. 0.00% Add +36.3% 6,506 $1.3M
Janus Henderson Group PLC 0.00% Reduce -26.4% 6,400 $1.3M
FourThought Financial Partners, LLC 0.17% Add +7.5% 6,367 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +1.1% 6,265 $1.3M
Neuberger Berman Group LLC 0.00% Add +12.7% 6,173 $1.2M
Quantinno Capital Management LP 0.02% Reduce -23.0% 6,146 $1.2M
Pathstone Holdings, LLC 0.01% Add +75.0% 6,132 $1.2M
Eastern Bank 0.05% Reduce -86.7% 6,113 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +0.5% 5,989 $1.2M
Atria Investments, Inc 0.02% New 5,863 $1.2M
Mariner, LLC 0.00% Add +32.5% 5,799 $1.2M
Gulf International Bank (UK) Ltd 0.03% No change 5,785 $1.2M
Cerity Partners LLC 0.00% Add +61.4% 5,709 $1.2M
Ethic Inc. 0.03% Add +45.7% 5,512 $1.1M
Nordea Investment Management AB 0.00% No change 5,362 $1.1M
Mizuho Securities USA LLC 0.02% New 5,405 $1.1M
Maryland State Retirement & Pension System 0.02% No change 5,291 $1.1M
Kentucky Retirement Systems 0.03% Reduce -0.5% 5,278 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -47.6% 5,267 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +46.4% 4,998 $1.0M
Achmea Investment Management B.V. 0.02% New 4,949 $999K
Teza Capital Management LLC 0.12% Add +62.3% 4,848 $978K
MBB Public Markets I LLC 0.02% New 4,732 $955K
OneDigital Investment Advisors LLC 0.01% Reduce -9.9% 4,726 $954K
Edgestream Partners, L.P. 0.05% Reduce -19.0% 4,721 $953K
CenterBook Partners LP 0.06% New 4,696 $948K
CIBC Private Wealth Group LLC 0.00% Reduce -13.7% 4,707 $935K
Plato Investment Management Ltd 0.09% Reduce -23.8% 4,619 $932K
WINTON GROUP Ltd 0.06% Add +72.7% 4,534 $915K
Hartford Investment Management Co. 0.03% Reduce -0.6% 4,485 $905K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +47.7% 4,372 $889K
Curi Capital, LLC 0.02% Reduce -6.3% 4,324 $873K
Advisors Capital Management, LLC 0.02% Reduce -10.8% 4,301 $868K
SpiderRock Advisors, LLC 0.02% Reduce -11.1% 4,298 $867K
Orion Porfolio Solutions, LLC 0.01% Add +70.2% 4,203 $848K
Orion Portfolio Solutions, LLC 0.01% Add +70.2% 4,203 $848K
First Trust Advisors LP 0.00% Reduce -89.1% 4,125 $832K
Yarbrough Capital, LLC 0.03% Add +103.7% 4,062 $820K
Intact Investment Management Inc. 0.03% Add +35.0% 4,050 $817K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.5% 4,031 $813K
Louisiana State Employees Retirement System 0.02% Reduce -2.4% 4,000 $807K
Wolverine Trading, LLC 0.01% Reduce -49.4% 3,978 $803K
Securian Asset Management, Inc. 0.02% Reduce -2.5% 3,949 $797K
Cwm, LLC 0.00% Add +47.3% 3,852 $777K
Nisa Investment Advisors, LLC 0.00% Add +90.1% 3,797 $766K
Consolidated Portfolio Review Corp 0.18% Reduce -0.1% 3,755 $758K
Wolverine Asset Management LLC 0.07% Add +27.2% 3,745 $756K
Commerce Bank 0.00% Add +3.1% 3,730 $753K
nVerses Capital, LLC 0.45% New 3,700 $747K
Boston Financial Mangement LLC 0.02% Add +0.1% 3,657 $738K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% Reduce -58.8% 3,647 $736K
Lecap Asset Management Ltd. 0.16% Reduce -13.9% 3,642 $735K
Williamson Legacy Group, LLC 0.55% New 3,631 $733K
Schroder Investment Management Group 0.00% No change 3,600 $726K
New Mexico Educational Retirement Board 0.02% No change 3,500 $706K
Crossmark Global Holdings, Inc. 0.01% Add +6.0% 3,477 $702K
Norden Group LLC 0.14% Add +28.0% 3,478 $702K
Ieq Capital, LLC 0.01% Add +47.9% 3,460 $698K
Allspring Global Investments Holdings, LLC 0.00% Add +0.2% 3,454 $697K
Wealthfront Advisers LLC 0.00% Add +52.7% 3,418 $690K
Groupama Asset Managment 0.01% Add +520.2% 3,405 $687K
Moody National Bank Trust Division 0.05% Reduce -1.0% 3,404 $687K
E. Ohman J:or Asset Management AB 0.02% Add +25.9% 3,400 $686K
Sanctuary Advisors, LLC 0.01% — 4,114 $684K
Mercer Global Advisors Inc. 0.00% New 784 $673K
Bayesian Capital Management, LP 0.08% New 3,300 $666K
Private Advisor Group, LLC 0.00% Add +92.6% 3,187 $643K
HighTower Advisors, LLC 0.00% Add +3.4% 3,157 $636K
Headlands Technologies LLC 0.07% Add +66.9% 3,125 $631K
Engineers Gate Manager LP 0.01% Reduce -91.1% 3,101 $626K
Squarepoint Ops LLC 0.00% Reduce -96.3% 3,067 $619K
Rakuten Investment Management, Inc. 0.00% Add +58.9% 2,982 $617K
Thrivent Financial for Lutherans 0.00% Reduce -0.7% 2,955 $596K
First Trust Direct Indexing L.P. 0.04% Add +39.8% 2,952 $596K
Great Lakes Advisors, LLC 0.01% Add +49.0% 2,915 $588K
Knollwood Investment Advisory, LLC 0.07% New 2,900 $585K
Retirement Planning Co of New England, Inc. 0.32% Reduce -6.5% 2,868 $579K
Metis Global Partners, LLC 0.02% Reduce -34.0% 2,831 $571K
Vontobel Holding Ltd. 0.00% Add +86.7% 2,824 $570K
Alliance Wealth Advisors, LLC 0.17% Add +11.5% 2,823 $570K
Point72 (DIFC) Ltd 0.05% New 2,747 $554K
Cetera Investment Advisers 0.00% Add +4.9% 2,727 $550K
Public Sector Pension Investment Board 0.00% Add +73.6% 2,699 $545K
Mission Wealth Management, LP 0.01% Add +5.1% 2,672 $539K
Bessemer Group Inc. 0.00% Add +53.9% 2,639 $533K
Graham Capital Management, L.P. 0.03% Reduce -83.5% 2,593 $523K
Brevan Howard Capital Management LP 0.04% Reduce -21.2% 2,576 $520K
CI Investments Inc. 0.00% Reduce -23.1% 2,566 $518K
Integrated Wealth Concepts LLC 0.01% Add +6.7% 2,519 $508K
Norinchukin Bank, The 0.01% Add +0.6% 2,470 $498K
Ostrum Asset Management 0.04% Reduce -7.3% 2,445 $493K
MML Investors Services, LLC 0.00% Reduce -3.3% 2,430 $490K
Avior Wealth Management, LLC 0.02% Add +113.0% 2,352 $475K
Wealth Enhancement Advisory Services, LLC 0.00% Add +36.2% 2,351 $474K
Ossiam 0.01% Add +2.9% 2,346 $473K
D. E. Shaw & Co. 0.00% Reduce -90.2% 2,319 $468K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -1.9% 2,259 $456K
Algert Global LLC 0.02% Add +25.6% 2,254 $455K
Hilltop Holdings Inc. 0.05% Add +1.4% 2,235 $451K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.6% 2,229 $450K
Synovus Financial Corp. 0.01% Reduce -22.9% 2,152 $434K
Sequoia Financial Advisors, LLC 0.01% Add +8.1% 2,089 $422K
Glenmede Trust Co. NA 0.00% Add +13.8% 2,033 $410K
Harbor Capital Advisors, Inc. 0.03% Add +13.4% 2,029 $409K
Swiss Life Asset Management Ltd 0.00% Reduce -90.9% 2,027 $409K
Thoroughbred Financial Services, LLC 0.03% New 2,018 $407K
Reynders McVeigh Capital Management, LLC 0.02% No change 2,013 $406K
Inceptionr LLC 0.11% New 1,997 $403K
V-Square Quantitative Management LLC 0.07% Add +8.0% 1,997 $403K
Cynosure Group, LLC 0.06% Add +4.8% 1,991 $402K
Sax Wealth Advisors, LLC 0.04% New 1,916 $387K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.8% 1,912 $386K
Boston Family Office LLC 0.03% New 1,900 $383K
Aigen Investment Management, LP 0.07% Reduce -71.4% 1,842 $372K
Choreo, LLC 0.01% New 1,844 $362K
Fullerton Fund Management Co Ltd. 0.02% New 1,788 $361K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -62.1% 1,775 $358K
Signaturefd, LLC 0.01% Add +20.9% 1,748 $353K
Greenleaf Trust 0.00% New 1,711 $345K
O'shaughnessy Asset Management, LLC 0.00% New 1,689 $341K
Captrust Financial Advisors 0.00% Add +29.7% 1,674 $338K
Capstone Investment Advisors, LLC 0.02% Reduce -33.8% 1,666 $336K
Stevens Capital Management LP 0.11% Reduce -78.8% 1,646 $332K
Jones Financial Companies LLLP 0.00% Add +183.4% 1,627 $328K
Vestcor Inc 0.01% No change 1,603 $323K
Symmetry Investments LP 0.04% New 1,600 $323K
Investment Management Corp of Ontario 0.01% Add +34.2% 1,571 $317K
Verition Fund Management LLC 0.00% Reduce -66.1% 1,550 $313K
Ballentine Partners, LLC 0.01% Add +3.0% 1,532 $309K
MN Wealth Advisors, LLC 0.18% New 1,516 $306K
Campbell & CO Investment Adviser LLC 0.03% Reduce -87.9% 1,511 $305K
WoodTrust Financial Corp 0.05% New 1,500 $303K
NFJ Investment Group, LLC 0.01% New 1,492 $301K
Bleakley Financial Group, LLC 0.01% New 1,483 $299K
Simplicity Wealth,LLC 0.01% New 1,483 $299K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +1.4% 1,480 $299K
Horizon Investments, LLC 0.01% Add +3.8% 1,474 $297K
Focus Financial Network, Inc. 0.01% Add +1.1% 1,504 $297K
MAI Capital Management 0.00% Add +4.3% 1,465 $296K
Diversify Wealth Management, LLC 0.04% — 1,547 $295K
Fox Run Management, L.L.C. 0.05% Reduce -76.0% 1,435 $290K
Taurus Asset Management, LLC 0.03% No change 1,425 $288K
Wahed Invest LLC 0.06% New 1,406 $284K
LGT Group Foundation 0.00% New 1,393 $281K
Stephens Inc. 0.00% Add +22.1% 1,387 $280K
Wedmont Private Capital 0.02% New 1,385 $280K
Prudential PLC 0.00% No change 1,386 $280K
CHICAGO TRUST Co NA 0.06% New 1,365 $275K
Truist Financial Corp. 0.00% Reduce -25.0% 1,361 $275K
Teacher Retirement System of Texas 0.00% Reduce -23.4% 1,360 $274K
Motley Fool Asset Management LLC 0.02% Reduce -0.3% 1,393 $273K
HB Wealth Management, LLC 0.00% New 1,351 $273K
Ground Swell Capital, LLC 0.26% New 1,343 $271K
GAMMA Investing LLC 0.04% Add +271.1% 1,336 $270K
Penserra Capital Management LLC 0.00% Add +44100.0% 1,326 $268K
Inspire Investing, LLC 0.03% Reduce -49.9% 1,293 $261K
NewEdge Wealth, LLC 0.01% New 1,278 $258K
Independent Financial Group, LLC 0.01% Reduce -46.3% 1,256 $253K
Baker Tilly Wealth Management, LLC 0.10% Reduce -47.1% 1,254 $253K
Vident Advisory, LLC 0.01% New 1,236 $249K
Snowden Capital Advisors LLC 0.01% Reduce -1.0% 1,221 $246K
Avitas Wealth Management LLC 0.04% New 1,207 $244K
Coldstream Capital Management Inc. 0.01% New 1,183 $239K
Cooper Financial Group 0.03% New 1,132 $228K
Quadrant Capital Group LLC 0.02% Reduce -0.4% 1,113 $225K
Apollon Wealth Management, LLC 0.01% New 1,101 $222K
NorthRock Partners, LLC 0.01% New 1,100 $222K
Corton Capital Inc. 0.12% Reduce -59.8% 1,098 $222K
Gray Wealth Management Inc. 0.10% New 1,094 $221K
Profund Advisors LLC 0.01% New 1,092 $220K
Wealth Alliance, LLC 0.03% New 1,083 $219K
Syon Capital LLC 0.02% New 1,082 $218K
C M Bidwell & Associates Ltd. 0.15% Reduce -39.6% 1,079 $218K
Strata Wealth Advisors, LLC 0.07% New 1,072 $216K
Pallas Capital Advisors LLC 0.01% New 1,093 $213K
Pearl River Capital, LLC 0.03% Reduce -72.8% 1,047 $211K
iA Global Asset Management Inc. 0.00% Add +69.1% 1,038 $209K
SageView Advisory Group, LLC 0.01% New 1,030 $208K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 1,028 $207K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,030 $207K
Founders Financial Alliance, LLC 0.06% New 1,011 $204K
Dearborn Partners LLC 0.01% New 1,000 $202K
Northwestern Mutual Wealth Management Co. 0.00% Add +10.5% 1,000 $202K
Arkadios Wealth Advisors 0.01% New 998 $201K
Harvest Fund Management Co., Ltd 0.01% Add +99100.0% 992 $200K
Ameritas Investment Partners, Inc. 0.01% No change 776 $157K
Parallel Advisors, LLC 0.00% Add +17.3% 754 $152K
AM Squared Ltd 0.45% New 700 $141K
Steward Partners Investment Advisory, LLC 0.00% Reduce -29.5% 650 $131K
AdvisorNet Financial, Inc 0.01% Reduce -0.3% 647 $131K
Covestor Ltd 0.08% Add +1106.0% 603 $122K
Financial Perspectives, Inc 0.04% No change 572 $115K
Federation des caisses Desjardins du Quebec 0.00% Add +0.3% 570 $115K
Neo Ivy Capital Management 0.02% — 524 $106K
HM Payson & Co. 0.00% Add +193.1% 513 $104K
Principal Securities, Inc. 0.00% Add +93.9% 506 $102K
Farther Finance Advisors, LLC 0.00% Add +47.8% 501 $98K
Huntington National Bank 0.00% Reduce -33.2% 462 $93K
Creative Financial Designs Inc. 0.01% No change 461 $93K
Allworth Financial LP 0.00% Add +44.8% 427 $83K
Parkside Financial Bank & Trust 0.01% Add +24.6% 411 $83K
Central Pacific Bank - Trust Division 0.01% No change 410 $83K
Leonteq Securities AG 0.01% Reduce -78.5% 401 $81K
Rothschild Investment LLC 0.01% Add +223.4% 401 $81K
Mather Group, Llc. 0.00% Add +50.3% 469 $80K
Lazard Asset Management LLC 0.00% Reduce -90.5% 371 $74K
GPS Wealth Strategies Group, LLC 0.01% No change 340 $69K
NewEdge Advisors, LLC 0.00% Reduce -0.3% 328 $66K
Great Lakes Retirement, Inc. 0.01% New 320 $65K
FinTrust Capital Advisors, LLC 0.01% No change 310 $63K
Clearstead Advisors, LLC 0.00% Add +23.0% 310 $63K
Wolff Wiese Magana LLC 0.05% Add +1.7% 307 $62K
Sentry Investment Management LLC 0.03% Reduce -17.1% 301 $61K
Catalyst Funds Management Pty Ltd 0.02% New 300 $61K
Quarry LP 0.02% Reduce -60.6% 280 $57K
Lindbrook Capital, LLC 0.01% Add +61.8% 267 $54K
1620 Investment Advisors, Inc. 0.04% New 258 $52K
MassMutual Private Wealth & Trust, FSB 0.00% Add +159.2% 254 $51K
CVA Family Office, LLC 0.01% Add +138.1% 250 $50K
Cromwell Holdings LLC 0.03% — 226 $46K
EverSource Wealth Advisors, LLC 0.00% Reduce -21.5% 223 $43K
State of Wyoming 0.01% Reduce -43.4% 209 $42K
Alta Advisers Ltd 0.02% No change 200 $40K
Caption Management, LLC 0.00% Reduce -92.2% 200 $40K
UMB Bank, n.a. 0.00% Add +81.0% 181 $37K
Silicon Valley Capital Partners 0.01% No change 180 $36K
TD Private Client Wealth LLC 0.00% Add +13.9% 172 $35K
Sunbelt Securities, Inc. 0.00% No change 170 $34K
International Assets Investment Management, LLC 0.00% New 160 $32K
Optiver Holding B.V. 0.00% New 146 $29K
Operose Advisors LLC 0.01% No change 145 $29K
Mizuho Bank, Ltd. 0.01% New 140 $28K
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.00% No change 139 $28K
Quent Capital, LLC 0.00% Reduce -9.2% 138 $28K
Creekmur Asset Management LLC 0.01% Add +400.0% 125 $25K
Coppell Advisory Solutions LLC 0.00% — 120 $24K
Institutional & Family Asset Management, LLC 0.00% Add +4.4% 119 $24K
Riverview Trust Co 0.02% No change 107 $22K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -1.9% 104 $21K
GW&K Investment Management, LLC 0.00% Add +12.9% 105 $21K
Innealta Capital, LLC 0.01% New 101 $20K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 100 $20K
MV Capital Management, Inc. 0.00% Add +24.7% 96 $19K
DT Investment Partners, LLC 0.00% New 95 $19K
Global Retirement Partners, LLC 0.00% Add +40.3% 94 $19K
Arax Advisory Partners 0.00% Add +206.7% 92 $19K
Smartleaf Asset Management LLC 0.00% Add +85.4% 89 $18K
Tradewinds Capital Management, LLC 0.00% Add +60.0% 80 $16K
Plante Moran Financial Advisors, LLC 0.00% No change 80 $16K
DSM Capital Partners LLC 0.00% New 76 $15K
Raleigh Capital Management Inc. 0.01% Add +114.3% 75 $15K
Sandy Spring Bank 0.00% No change 75 $15K
Janiczek Wealth Management, LLC 0.00% No change 72 $15K
Whittier Trust Co. of Nevada Inc. 0.00% Add +1.4% 72 $15K
Valley National Advisers Inc. 0.00% Add +59.5% 67 $13K
Blue Trust, Inc. 0.00% Add +137.9% 69 $12K
Private Trust Co. NA 0.00% Reduce -13.4% 58 $12K
Eagle Bay Advisors LLC 0.01% New 54 $11K
LRI Investments, LLC 0.00% New 52 $10K
Union Savings Bank 0.01% No change 50 $10K
Farmers & Merchants Investments Inc. 0.00% No change 48 $10K
Manchester Capital Management LLC 0.00% Add +46.9% 47 $9K
Spire Wealth Management 0.00% Add +27.0% 47 $9K
Zions Bancorporation, N.A. 0.00% Reduce -48.3% 46 $9K
Harbour Investments, Inc. 0.00% Add +24.3% 46 $9K
Concourse Financial Group Securities, Inc. 0.00% No change 45 $9K
Bell Investment Advisors, Inc 0.00% Reduce -21.8% 43 $9K
Front Row Advisors LLC 0.00% No change 40 $8K
VitalStone Financial, LLC 0.01% New 39 $8K
First Horizon Advisors, Inc. 0.00% Reduce -13.9% 37 $7K
Ashton Thomas Private Wealth, LLC 0.00% New 36 $7K
SYSTM Wealth Solutions LLC 0.00% Reduce -61.4% 34 $7K
Prestige Wealth Management Group LLC 0.00% Add +10.7% 31 $6K
West Branch Capital LLC 0.00% No change 30 $6K
Harbor Investment Advisory, LLC 0.00% Add +7.1% 30 $6K
SouthState Bank Corp 0.00% New 30 $6K
TimesSquare Capital Management, LLC 0.00% Reduce -99.6% 30 $6K
Washington Trust Advisors, Inc. 0.00% Reduce -30.2% 30 $6K
Smithfield Trust Co 0.00% No change 32 $6K
Meeder Asset Management Inc. 0.00% New 29 $6K
Fairway Wealth LLC 0.00% New 28 $6K
Fortitude Family Office, LLC 0.00% No change 27 $5K
Larson Financial Group LLC 0.00% Add +50.0% 24 $5K
IFP Advisors, Inc 0.00% Add +155.6% 23 $5K
Venturi Wealth Management, LLC 0.00% Add +250.0% 21 $4K
Triad Wealth Partners, LLC 0.00% New 21 $4K
WealthCollab, LLC 0.00% Reduce -23.1% 20 $4K
Anfield Capital Management, LLC 0.00% New 20 $4K
Macroview Investment Management LLC 0.00% No change 15 $3K
Cornerstone Planning Group LLC 0.00% No change 15 $3K
Redwood Wealth Management Group, LLC 0.00% New 13 $3K
Carolinas Wealth Consulting LLC 0.00% Add +120.0% 11 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 10 $2K
Avion Wealth 0.00% Add +225.0% 13 $2K
JFS Wealth Advisors, LLC 0.00% No change 9 $2K
Raffa Wealth Management, LLC 0.00% No change 9 $2K
Sachetta, LLC 0.00% Add +125.0% 9 $2K
Abound Wealth Management 0.00% No change 8 $2K
Abich Financial Wealth Management LLC 0.00% New 8 $2K
Continuum Advisory, LLC 0.00% No change 8 $2K
TFC Financial Management, Inc. 0.00% No change 7 $1K
Dunhill Financial, LLC 0.00% Add +16.7% 7 $1K
Versant Capital Management, Inc 0.00% No change 6 $1K
MCF Advisors LLC 0.00% No change 6 $1K
Financial Network Wealth Advisors LLC 0.00% New 5 $1K
Richardson Financial Services Inc. 0.00% Reduce -37.5% 5 $1K
Nvwm, LLC 0.00% New 5 $1K
Trifecta Capital Advisors, LLC 0.00% No change 5 $1K
Strengthening Families & Communities, LLC 0.00% New 4 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -57.1% 3 $1K
Montag A & Associates Inc. 0.00% No change 5 $975
Private Wealth Management Group, LLC 0.00% No change 4 $808
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -42.9% 4 $808
CoreCap Advisors, LLC 0.00% No change 4 $807
Unique Wealth Strategies, LLC 0.00% New 4 $686
ClariVest Asset Management LLC 0.00% Reduce -50.0% 3 $605
Ruedi Wealth Management, Inc. 0.00% New 2 $404
Toth Financial Advisory Corp. 0.00% No change 2 $404
Opal Wealth Advisors, LLC 0.00% New 2 $404
West Paces Advisors Inc. 0.00% No change 2 $404
WestEnd Advisors, LLC 0.00% No change 1 $202
DiNuzzo Private Wealth, Inc. 0.00% New 1 $202

"% of holder's portfolio" is PODD's weight in each manager's 13F, not the share of Insulet Corp. the manager owns.