Q2 HoldingsQTWO
13F holders, Q3 2024 (September 30)294holders +21
42new positions
25sold out
6famous investors
$79.75avg. 13F price*
At the end of Q3 2024, 294 institutions reported holding Q2 Holdings Inc. (QTWO) in their 13F filings, up 21 from Q2 2024. 42 opened new positions and 25 sold out. The largest holders were Vanguard Group Inc. ($561.7M), BlackRock, Inc. ($464.9M) and Wasatch Advisors LP ($288.1M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Q2 Holdings Inc.
- Filed as
- Q2 HLDGS INC (Q3 2024)
- CUSIP
- 74736L109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $257.1M |
| Exits | 25 | $36.8M |
All 13F filers, Q2 2024 → Q3 2024: 6,355,275 shares bought and 5,840,075 shares sold, net +515,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| Vanguard Group Inc. | 0.01% | Add +2.5% | 7,041,804 | $561.7M |
| BlackRock, Inc. | 0.01% | — | 5,827,711 | $464.9M |
| Wasatch Advisors LP | 1.41% | Reduce -2.8% | 3,611,850 | $288.1M |
| Invesco Ltd. | 0.04% | Add +29.9% | 2,660,619 | $212.2M |
| Conestoga Capital Advisors, LLC | 2.50% | Add +1.5% | 2,308,194 | $184.1M |
| Brown Capital Management LLC | 3.42% | Reduce -15.6% | 1,991,583 | $158.9M |
| State Street Corp. | 0.01% | Add +0.3% | 1,668,767 | $133.1M |
| Macquarie Group Ltd. | 0.14% | Reduce -34.7% | 1,644,325 | $131.2M |
| Jennison Associates LLC | 0.08% | Reduce -18.7% | 1,517,634 | $121.1M |
| Hood River Capital Management LLC | 1.86% | Add +14.5% | 1,445,376 | $115.3M |
| Capital Research Global Investors | 0.02% | New | 1,365,504 | $108.9M |
| Geode Capital Management, LLC | 0.01% | Add +1.5% | 1,353,156 | $108.0M |
| American Century Companies Inc. | 0.06% | Reduce -0.1% | 1,209,357 | $96.5M |
| Perpetual Ltd | 0.88% | New | 1,012,766 | $80.8M |
| North Reef Capital Management LP | 3.74% | Reduce -18.3% | 1,005,000 | $80.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.3% | 999,244 | $79.7M |
| Morgan Stanley | 0.01% | Add +43.6% | 961,616 | $76.7M |
| Tensile Capital Management LP | 8.05% | No change | 932,767 | $74.4M |
| Fred Alger Management, LLC | 0.32% | Reduce -5.4% | 828,138 | $66.1M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -25.0% | 818,098 | $65.3M |
| Bank of America Corp. | 0.01% | Add +18.2% | 773,721 | $61.7M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -9.3% | 766,453 | $61.1M |
| Federated Hermes, Inc. | 0.13% | Reduce -1.3% | 759,792 | $60.6M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -19.6% | 647,277 | $51.6M |
| New York State Common Retirement Fund | 0.07% | Reduce -18.7% | 626,738 | $50.0M |
| Emerald Advisers, LLC | 1.91% | Add +2.6% | 620,877 | $49.5M |
| FMR LLC | 0.00% | Add +5.2% | 614,211 | $49.0M |
| Venturi Wealth Management, LLC | 2.54% | Add +139.5% | 608,721 | $48.6M |
| Northern Trust Corp. | 0.01% | Add +2.0% | 572,427 | $45.7M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -11.1% | 547,073 | $43.6M |
| JPMorgan Chase & Co. | 0.00% | Add +25.0% | 544,260 | $43.4M |
| Royal Bank of Canada | 0.01% | Add +22.4% | 531,319 | $42.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.1% | 496,429 | $39.6M |
| Ameriprise Financial Inc. | 0.01% | Add +304.6% | 492,138 | $39.3M |
| Handelsbanken Fonder AB | 0.15% | Add +0.4% | 473,816 | $37.8M |
| Emerald Mutual Fund Advisers Trust | 1.89% | Reduce -7.8% | 455,818 | $36.4M |
| Aberdeen Group plc | 0.06% | Reduce -9.2% | 417,222 | $33.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -31.4% | 401,694 | $32.0M |
| Tremblant Capital Group | 3.60% | Reduce -33.2% | 399,078 | $31.8M |
| First Trust Advisors LP | 0.03% | Reduce -13.0% | 364,164 | $29.0M |
| Next Century Growth Investors LLC | 2.28% | Reduce -36.6% | 352,864 | $28.1M |
| TimesSquare Capital Management, LLC | 0.41% | Reduce -17.1% | 344,525 | $27.5M |
| Lord, Abbett & Co. LLC | 0.09% | New | 341,419 | $27.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -33.7% | 330,458 | $26.4M |
| Victory Capital Management Inc. | 0.02% | Reduce -1.5% | 306,434 | $24.4M |
| Bank of Montreal | 0.01% | Add +31.4% | 303,508 | $24.0M |
| Voya Investment Management LLC | 0.03% | Add +3.1% | 294,682 | $23.5M |
| Norges Bank | 0.00% | Reduce -20.5% | 293,189 | $23.4M |
| Sei Investments Co. | 0.03% | Add +3.0% | 287,503 | $22.9M |
| Adams Street Partners LLC | 12.30% | Reduce -51.7% | 280,209 | $22.4M |
| Segall Bryant & Hamill, LLC | 0.29% | Add +3.9% | 266,079 | $21.2M |
| Axiom Investors LLC | 0.19% | Reduce -16.8% | 265,590 | $21.2M |
| Summit Creek Advisors LLC | 2.54% | Add +1.7% | 234,503 | $18.7M |
| Clearbridge Investments, LLC | 0.01% | Reduce -0.8% | 221,928 | $17.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | Add +33.2% | 221,034 | $17.6M |
| Penn Capital Management Company, LLC | 1.63% | Reduce -0.6% | 219,454 | $17.6M |
| Pembroke Management, LTD | 2.18% | Add +77.3% | 214,638 | $17.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -18.6% | 201,362 | $16.1M |
| Neuberger Berman Group LLC | 0.01% | Add +1.5% | 191,859 | $15.3M |
| Comerica Bank | 0.06% | Add +0.2% | 177,525 | $14.2M |
| Principal Financial Group Inc. | 0.01% | Add +38.6% | 176,695 | $14.1M |
| State of Wisconsin Investment Board | 0.03% | Reduce -0.4% | 172,954 | $13.8M |
| Nicholas Company, Inc. | 0.22% | Reduce -18.6% | 167,420 | $13.4M |
| Mesirow Institutional Investment Management, Inc. | 1.01% | Reduce -41.8% | 165,499 | $13.2M |
| Barclays PLC | 0.01% | Add +104.0% | 163,138 | $13.0M |
| King Luther Capital Management Corp. | 0.05% | Add +0.4% | 140,700 | $11.2M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -17.6% | 140,355 | $11.2M |
| Motley Fool Wealth Management, LLC | 0.55% | Reduce -1.6% | 138,235 | $11.0M |
| Raymond James & Associates | 0.01% | Add +17.9% | 128,654 | $10.3M |
| Rockefeller Capital Management L.P. | 0.03% | New | 123,442 | $9.8M |
| Pier Capital, LLC | 1.37% | Add +0.1% | 121,572 | $9.7M |
| Tudor Investment Corporation | 0.10% | Add +3.5% | 118,566 | $9.5M |
| Swiss National Bank | 0.01% | Add +1.0% | 117,400 | $9.4M |
| Lisanti Capital Growth, LLC | 2.31% | Reduce -18.1% | 114,295 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -13.2% | 107,969 | $8.6M |
| Bessemer Group Inc. | 0.01% | New | 106,791 | $8.5M |
| California Public Employees Retirement System | 0.01% | Add +1.0% | 106,065 | $8.5M |
| Oberweis Asset Management Inc./ | 0.41% | Add +18.4% | 99,590 | $7.9M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -52.0% | 98,275 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.9% | 95,734 | $7.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 89,566 | $7.1M |
| Nomura Holdings Inc. | 0.05% | Add +46.4% | 87,318 | $7.0M |
| Hillsdale Investment Management Inc. | 0.52% | Reduce -21.0% | 84,216 | $6.7M |
| Global IMC LLC | 1.31% | Add +0.5% | 81,365 | $6.5M |
| Rhumbline Advisers | 0.01% | Reduce -6.4% | 81,297 | $6.5M |
| Renaissance Technologies | 0.01% | Reduce -61.8% | 77,900 | $6.2M |
| Edgestream Partners, L.P. | 0.27% | Add +99.2% | 76,361 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 74,859 | $6.0M |
| Penserra Capital Management LLC | 0.13% | Add +1.2% | 73,459 | $5.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -47.7% | 71,949 | $5.7M |
| Legal & General Group Plc | 0.00% | Add +1.6% | 70,348 | $5.6M |
| Oak Ridge Investments LLC | 0.49% | Reduce -3.1% | 70,054 | $5.6M |
| Nordea Investment Management AB | 0.01% | Reduce -4.7% | 68,677 | $5.5M |
| Informed Momentum Co LLC | 0.81% | Add +0.2% | 67,955 | $5.4M |
| Renaissance Group LLC | 0.21% | Add +8.2% | 65,019 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -11.1% | 64,640 | $5.2M |
| Alberta Investment Management Corp | 0.05% | Add +15.4% | 63,929 | $5.1M |
| Picton Mahoney Asset Management | 0.19% | Reduce -63.5% | 61,340 | $4.9M |
| AQR Capital Management | 0.01% | Add +38.5% | 59,421 | $4.7M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -0.1% | 57,748 | $4.6M |
| STRS Ohio | 0.02% | Add +37.4% | 56,900 | $4.5M |
| California State Teachers Retirement System | 0.01% | Reduce -1.5% | 56,759 | $4.5M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 55,617 | $4.4M |
| Homestead Advisers Corp | 0.10% | Add +26.2% | 54,000 | $4.3M |
| UBS Group AG | 0.00% | Add +39.3% | 49,537 | $4.0M |
| Franklin Resources Inc. | 0.00% | Add +17.4% | 47,461 | $3.9M |
| Citigroup Inc. | 0.00% | Add +195.1% | 48,482 | $3.9M |
| Jane Street Group, LLC | 0.01% | Reduce -60.7% | 48,399 | $3.9M |
| Chase Investment Counsel Corp. | 1.28% | Add +4.2% | 48,365 | $3.9M |
| D. E. Shaw & Co. | 0.01% | Add +26.4% | 45,811 | $3.7M |
| Jefferies Financial Group Inc. | 0.06% | New | 43,488 | $3.5M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.9% | 42,608 | $3.4M |
| Inspire Advisors, LLC | 0.39% | Reduce -10.2% | 40,524 | $3.2M |
| Wells Fargo & Company | 0.00% | Add +4.6% | 39,161 | $3.1M |
| Deutsche Bank AG | 0.00% | Add +26.4% | 38,663 | $3.1M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -4.7% | 36,638 | $2.9M |
| ClariVest Asset Management LLC | 0.29% | No change | 46,995 | $2.8M |
| Praesidium Investment Management Company, LLC | 0.47% | New | 35,331 | $2.8M |
| Gotham Asset Management | 0.03% | Reduce -7.9% | 33,849 | $2.7M |
| Amundi | 0.00% | Add +0.7% | 33,521 | $2.7M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.6% | 33,403 | $2.7M |
| Motley Fool Asset Management LLC | 0.16% | Reduce -2.2% | 34,112 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +9.9% | 32,192 | $2.6M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.03% | — | 32,083 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -5.5% | 32,083 | $2.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 31,464 | $2.5M |
| Curi Capital, LLC | 0.06% | No change | 31,395 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +7.0% | 31,191 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Add +32.2% | 30,720 | $2.5M |
| US Bancorp \de | 0.00% | Add +10.5% | 29,632 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 29,368 | $2.3M |
| Janus Henderson Group PLC | 0.00% | No change | 28,337 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +17.0% | 27,524 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -10.9% | 26,508 | $2.1M |
| G2 Investment Partners Management LLC | 0.55% | Reduce -83.0% | 24,079 | $1.9M |
| Danske Bank A/S | 0.01% | Reduce -1.1% | 20,815 | $1.7M |
| Prudential Financial Inc. | 0.00% | Reduce -0.1% | 20,431 | $1.6M |
| Creative Planning | 0.00% | Add +62.5% | 19,834 | $1.6M |
| LPL Financial LLC | 0.00% | Add +2.2% | 18,903 | $1.5M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -4.8% | 17,668 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Reduce -0.4% | 17,534 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +4.5% | 17,435 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +4.6% | 17,305 | $1.4M |
| Henshaw Capital LLC | 0.06% | No change | 16,934 | $1.4M |
| Engineers Gate Manager LP | 0.03% | Reduce -37.0% | 16,511 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,211 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +30.2% | 16,006 | $1.3M |
| Intech Investment Management LLC | 0.01% | New | 15,378 | $1.2M |
| Schroder Investment Management Group | 0.00% | Reduce -16.1% | 13,892 | $1.1M |
| PAX Financial Group, LLC | 0.19% | Reduce -5.3% | 13,533 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.5% | 13,307 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Add +0.1% | 13,024 | $1.0M |
| Legato Capital Management LLC | 0.13% | Reduce -9.8% | 12,810 | $1.0M |
| Keybank National Association | 0.00% | Reduce -16.6% | 12,558 | $1.0M |
| Synovus Financial Corp. | 0.01% | Reduce -1.4% | 12,438 | $992K |
| ProShare Advisors LLC | 0.00% | Reduce -29.3% | 11,508 | $918K |
| Tidal Investments LLC | 0.01% | Add +48.7% | 10,646 | $849K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.7% | 10,479 | $836K |
| Premier Fund Managers Ltd | 0.03% | No change | 10,529 | $832K |
| Teacher Retirement System of Texas | 0.00% | Add +50.5% | 9,830 | $784K |
| SG Americas Securities, LLC | 0.00% | Reduce -80.3% | 9,540 | $761K |
| Millennium Management | 0.00% | Reduce -69.6% | 9,410 | $751K |
| HSBC Holdings PLC | 0.00% | Add +33.6% | 8,602 | $683K |
| Corient Private Wealth LP | 0.00% | New | 8,509 | $679K |
| Panagora Asset Management Inc. | 0.00% | Reduce -37.7% | 8,506 | $679K |
| State of Wyoming | 0.09% | Add +25.0% | 8,339 | $665K |
| Providence Capital Advisors, LLC | 0.13% | No change | 8,333 | $665K |
| PFG Investments, LLC | 0.04% | Reduce -1.6% | 8,152 | $650K |
| Moran Wealth Management, LLC | 0.02% | Add +31.0% | 7,900 | $630K |
| CenterBook Partners LP | 0.04% | New | 7,696 | $614K |
| Aquatic Capital Management LLC | 0.02% | Reduce -67.1% | 7,500 | $598K |
| Versor Investments LP | 0.09% | New | 7,400 | $590K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,219 | $576K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -15.3% | 7,031 | $561K |
| Cim Investment Management Inc. | 0.17% | No change | 6,995 | $558K |
| Contravisory Investment Management, Inc. | 0.12% | Reduce -0.7% | 6,904 | $551K |
| Quadrature Capital Ltd | 0.01% | Add +12.1% | 6,446 | $514K |
| Inspire Investing, LLC | 0.05% | Reduce -56.2% | 6,399 | $510K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,394 | $510K |
| Arcus Capital Partners, LLC | 0.18% | No change | 6,328 | $505K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +4.8% | 5,961 | $476K |
| Algert Global LLC | 0.01% | No change | 5,952 | $475K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.3% | 5,899 | $471K |
| ExodusPoint Capital Management, LP | 0.00% | New | 5,896 | $470K |
| Marshall Wace, LLP | 0.00% | New | 5,700 | $455K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -85.4% | 5,648 | $451K |
| Parallax Volatility Advisers, L.P. | 0.01% | Add +5.5% | 5,549 | $443K |
| Dakota Wealth Management | 0.01% | Add +41.6% | 5,532 | $441K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +51.2% | 5,187 | $425K |
| Walleye Trading LLC | 0.01% | Reduce -20.8% | 5,050 | $403K |
| Natixis | 0.00% | Reduce -19.8% | 5,035 | $402K |
| Captrust Financial Advisors | 0.00% | Add +20.1% | 4,892 | $390K |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.4% | 4,598 | $367K |
| Harvest Investment Services, LLC | 0.11% | New | 4,444 | $354K |
| Acadian Asset Management LLC | 0.00% | New | 4,343 | $346K |
| RiverPark Advisors, LLC | 0.28% | Reduce -36.2% | 4,301 | $343K |
| Virtus Investment Advisers, LLC | 0.26% | Reduce -18.5% | 4,039 | $322K |
| Accel Wealth Management | 0.12% | Reduce -3.8% | 4,025 | $321K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.9% | 4,000 | $319K |
| Savant Capital, LLC | 0.00% | New | 3,964 | $316K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -78.1% | 3,900 | $311K |
| Xponance LLC | 0.00% | Add +2.6% | 3,831 | $306K |
| Squarepoint Ops LLC | 0.00% | Reduce -84.3% | 3,824 | $305K |
| nVerses Capital, LLC | 0.14% | Add +26.7% | 3,800 | $303K |
| Mackenzie Financial Corp. | 0.00% | Add +7.8% | 3,740 | $298K |
| Petrus Trust Company, LTA | 0.03% | New | 3,690 | $294K |
| Cerity Partners LLC | 0.00% | New | 3,655 | $292K |
| Globeflex Capital L P | 0.03% | No change | 3,557 | $284K |
| M&T Bank Corp | 0.00% | Reduce -0.2% | 3,527 | $281K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -42.4% | 3,493 | $279K |
| Lindenwold Advisors, INC | 0.14% | Add +1.3% | 3,416 | $272K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,370 | $269K |
| Raymond James Trust N.A. | 0.01% | Reduce -14.1% | 3,350 | $267K |
| 49 Wealth Management, LLC | 0.04% | Reduce -10.7% | 3,221 | $257K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -2.2% | 3,208 | $256K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 3,056 | $244K |
| Shell Asset Management Co. | 0.01% | — | 2,977 | $237K |
| Parametrica Management Ltd | 0.28% | New | 2,963 | $236K |
| Cetera Investment Advisers | 0.00% | New | 2,903 | $232K |
| HB Wealth Management, LLC | 0.00% | New | 2,902 | $231K |
| Mariner, LLC | 0.00% | New | 2,676 | $213K |
| Criterion Capital Advisors, LLC | 0.13% | No change | 3,500 | $211K |
| Highland Capital Management, LLC | 0.01% | New | 2,603 | $208K |
| Marco Investment Management LLC | 0.02% | New | 2,590 | $207K |
| Seven Eight Capital, LP | 0.02% | New | 2,530 | $202K |
| Essex Investment Management Co. LLC | 0.03% | No change | 2,379 | $190K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 2,036 | $162K |
| Amalgamated Bank | 0.00% | No change | 2,000 | $160K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 1,916 | $153K |
| Asset Management One Co., Ltd. | 0.00% | Add +108.1% | 1,856 | $148K |
| KBC Group NV | 0.00% | No change | 1,811 | $144K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 1,704 | $136K |
| Hilltop National Bank | 0.04% | Reduce -6.9% | 1,508 | $120K |
| Northwest & Ethical Investments L.P. | 0.00% | Reduce -62.7% | 1,500 | $120K |
| Cwm, LLC | 0.00% | Add +199.8% | 1,442 | $115K |
| Fifth Third Bancorp | 0.00% | Add +13.2% | 1,010 | $81K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,000 | $80K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -2.2% | 878 | $70K |
| Oarsman Capital, Inc. | 0.01% | New | 865 | $69K |
| Virtus Fund Advisers, LLC | 0.25% | Reduce -18.7% | 777 | $62K |
| Signaturefd, LLC | 0.00% | Add +7.1% | 546 | $44K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.5% | 510 | $41K |
| Lanark Financial, Inc. | 0.00% | No change | 488 | $38K |
| MCF Advisors LLC | 0.00% | Reduce -35.6% | 395 | $32K |
| Quarry LP | 0.01% | Add +988.2% | 370 | $30K |
| Financial Perspectives, Inc | 0.01% | No change | 300 | $24K |
| Advisors Asset Management, Inc. | 0.00% | New | 297 | $24K |
| Private Trust Co. NA | 0.00% | No change | 287 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 250 | $20K |
| Matrix Trust Co | 0.00% | Add +2.4% | 211 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 194 | $15K |
| Blue Trust, Inc. | 0.00% | Add +445.6% | 251 | $15K |
| GAMMA Investing LLC | 0.00% | Add +139.5% | 182 | $15K |
| Allworth Financial LP | 0.00% | Add +2.5% | 165 | $13K |
| Lindbrook Capital, LLC | 0.00% | Add +46.5% | 145 | $12K |
| SouthState Bank Corp | 0.00% | No change | 140 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +11.3% | 128 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Add +1120.0% | 122 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 121 | $10K |
| NewEdge Advisors, LLC | 0.00% | No change | 102 | $8K |
| Earned Wealth Advisors, LLC | 0.00% | New | 94 | $7K |
| Elequin Capital, LP | 0.02% | New | 85 | $7K |
| Main Street Group, LTD | 0.00% | No change | 81 | $6K |
| Darwin Wealth Management, LLC | 0.00% | New | 75 | $6K |
| Huntington National Bank | 0.00% | Add +21.0% | 75 | $6K |
| Rothschild Investment LLC | 0.00% | Add +62.5% | 65 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 64 | $5K |
| Accent Capital Management, LLC | 0.00% | New | 63 | $5K |
| Sterling Capital Management LLC | 0.00% | — | 60 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.7% | 59 | $5K |
| Bokf, NA | 0.00% | New | 60 | $5K |
| Stone House Investment Management, LLC | 0.00% | No change | 50 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 46 | $4K |
| Arax Advisory Partners | 0.00% | No change | 44 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 35 | $3K |
| Jones Financial Companies LLLP | 0.00% | No change | 31 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 28 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 27 | $2K |
| International Assets Investment Management, LLC | 0.00% | No change | 23 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 23 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 20 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 20 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 19 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 18 | $1K |
| Assetmark, Inc. | 0.00% | Add +60.0% | 16 | $1K |
| Parallel Advisors, LLC | 0.00% | New | 12 | $957 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 10 | $798 |
| CVA Family Office, LLC | 0.00% | No change | 10 | $798 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 7 | $559 |
| True Wealth Design, LLC | 0.00% | New | 6 | $479 |
| Principal Securities, Inc. | 0.00% | New | 6 | $479 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 3 | $239 |
| Avion Wealth | 0.00% | No change | 10 | $0 |
| Covestor Ltd | 0.00% | Reduce -66.7% | 3 | $0 |
"% of holder's portfolio" is QTWO's weight in each manager's 13F, not the share of Q2 Holdings Inc. the manager owns.