SezzleSEZL

13F holders, Q2 2026 (June 30)
324holders +104
127new positions
25sold out
5famous investors
$171.27avg. 13F price*

At the end of Q2 2026, 324 institutions reported holding Sezzle Inc. (SEZL) in their 13F filings, up 104 from Q1 2026. 127 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($436.5M), Divisadero Street Capital Management, LP ($283.1M) and Accredited Investors Inc. ($138.6M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Sezzle Inc.
CUSIP
78435P105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 23Q1 2024Q2 2024: 44Q2 2024Q3 2024: 88Q3 2024Q4 2024: 127Q4 2024Q1 2025: 132Q1 2025Q2 2025: 233Q2 2025Q3 2025: 210Q3 2025Q4 2025: 220Q4 2025Q1 2026: 220Q1 2026Q2 2026: 324Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions127$197.5M
Exits25$24.9M

All 13F filers, Q1 2026 → Q2 2026: 2,540,490 shares bought and 1,124,629 shares sold, net +1,415,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 324 holders

BlackRock, Inc. 0.01% Add +0.2% 2,543,246 $436.5M
Divisadero Street Capital Management, LP 6.61% Add +25.8% 1,649,531 $283.1M
Accredited Investors Inc. 5.99% Reduce -8.9% 807,442 $138.6M
Vanguard Capital Management LLC 0.00% Reduce -0.4% 760,318 $130.5M
State Street Corp. 0.00% Add +6.0% 659,899 $113.3M
T. Rowe Price Associates Inc. 0.01% Add +65.9% 631,846 $108.4M
Geode Capital Management, LLC 0.01% Add +7.0% 557,752 $95.7M
Morgan Stanley 0.00% Add +6.3% 496,739 $85.3M
Driehaus Capital Management LLC 0.47% New 476,026 $81.7M
Dimensional Fund Advisors LP 0.01% Add +2.0% 467,492 $80.2M
T. Rowe Price Investment Management, Inc. 0.05% Add +11.8% 439,901 $75.5M
Vanguard Portfolio Management LLC 0.00% Add +12.7% 352,612 $60.5M
Bank of America Corp. 0.00% Reduce -16.8% 271,181 $46.5M
Principal Financial Group Inc. 0.02% Add +5.3% 260,466 $44.7M
Goldman Sachs Group Inc. 0.00% Reduce -11.6% 221,625 $38.0M
Ardsley Advisory Partners LP 4.01% Reduce -28.3% 215,000 $36.9M
Northern Trust Corp. 0.00% Add +7.9% 166,611 $28.6M
Charles Schwab Investment Management Inc. 0.00% Add +4.1% 158,566 $27.2M
Citigroup Inc. 0.01% Add +74.9% 153,294 $26.3M
Portolan Capital Management, LLC 0.87% Add +93.8% 135,743 $23.3M
First Trust Advisors LP 0.01% Add +183.1% 129,154 $22.2M
Vanguard Fiduciary Trust Co. 0.00% Add +2.2% 120,004 $20.6M
G2 Investment Partners Management LLC 3.72% Reduce -29.0% 118,907 $20.4M
Jupiter Topco LLC 0.01% — 113,232 $19.4M
Invesco Ltd. 0.00% Reduce -8.7% 113,151 $19.4M
Marshall Wace, LLP 0.02% Add +285.7% 103,577 $17.8M
Vident Advisory, LLC 0.13% Add +22.1% 98,919 $17.0M
Bank of New York Mellon Corp 0.00% Add +2.8% 98,518 $16.9M
Silvercrest Asset Management Group LLC 0.11% Reduce -20.2% 93,924 $16.1M
UBS Group AG 0.00% Reduce -1.1% 92,265 $15.8M
Wells Fargo & Company 0.00% Add +906.0% 91,739 $15.7M
Royal Bank of Canada 0.00% Reduce -23.1% 86,919 $14.9M
Madison Asset Management, LLC 0.13% Reduce -1.8% 61,679 $10.6M
Navellier & Associates Inc. 0.80% Add +10.8% 59,076 $10.1M
Public Sector Pension Investment Board 0.03% Reduce -5.5% 57,725 $9.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 54,514 $9.4M
BNP Paribas Financial Markets 0.00% Add +51.4% 51,831 $8.9M
Walleye Capital LLC 0.05% New 51,452 $8.8M
LPL Financial LLC 0.00% Add +45.6% 49,149 $8.4M
Millennium Management 0.01% Reduce -23.4% 46,105 $7.9M
JPMorgan Chase & Co. 0.00% Add +4.0% 41,931 $7.3M
CVFG LLC 0.76% Reduce -2.2% 42,280 $7.3M
Legal & General Group Plc 0.00% Add +8.5% 41,577 $7.1M
Rhumbline Advisers 0.00% Reduce -13.5% 38,010 $6.5M
Osaic Holdings, Inc. 0.01% Add +76.7% 37,000 $6.4M
Nuveen, LLC 0.00% Add +10.9% 36,484 $6.3M
Swiss National Bank 0.00% Reduce -8.1% 33,900 $5.8M
Lord, Abbett & Co. LLC 0.02% New 33,343 $5.7M
AQR Capital Management 0.00% Add +15.8% 30,970 $5.3M
Ameriprise Financial Inc. 0.00% Reduce -16.4% 30,483 $5.2M
Allspring Global Investments Holdings, LLC 0.01% New 29,636 $5.2M
Cetera Investment Advisers 0.00% Reduce -7.5% 30,015 $5.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -13.3% 28,138 $4.8M
Boothbay Fund Management, LLC 0.09% Reduce -41.5% 25,810 $4.4M
Schroder Investment Management Group 0.00% New 25,228 $4.3M
OMERS ADMINISTRATION Corp 0.03% Add +17.9% 25,000 $4.3M
Peregrine Capital Management LLC 0.11% Reduce -76.0% 20,465 $3.5M
Voleon Capital Management LP 0.06% Reduce -67.8% 20,398 $3.5M
American Century Companies Inc. 0.00% New 20,334 $3.5M
Credit Agricole S A 0.01% New 20,000 $3.4M
FIL Ltd 0.00% New 20,000 $3.4M
California State Teachers Retirement System 0.00% Reduce -31.2% 19,437 $3.3M
Nomura Asset Management International Inc. 0.01% New 19,337 $3.3M
Alliancebernstein L.P. 0.00% Reduce -15.9% 52,084 $3.3M
Quantinno Capital Management LP 0.00% Add +10.1% 18,954 $3.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -5.9% 18,772 $3.2M
Deutsche Bank AG 0.00% Add +25.7% 18,262 $3.1M
Commonwealth Equity Services, LLC 0.00% Add +1.2% 18,089 $3.1M
Regal Partners Ltd 0.17% Add +348.2% 17,780 $3.1M
New York State Teachers Retirement System 0.01% Add +4.9% 17,756 $3.0M
Barclays PLC 0.00% Add +309.7% 17,532 $3.0M
Prudential Financial Inc. 0.00% Reduce -1.2% 17,341 $3.0M
Creative Planning 0.00% Add +8.7% 17,017 $2.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 16,903 $2.9M
Bleakley Financial Group, LLC 0.04% New 16,712 $2.9M
Lisanti Capital Growth, LLC 0.62% New 16,295 $2.8M
FMR LLC 0.00% Add +292.2% 15,107 $2.6M
Quadrature Capital Ltd 0.02% New 14,782 $2.5M
Sei Investments Co. 0.00% Add +3.5% 14,580 $2.5M
Focus Financial Network, Inc. 0.08% New 14,528 $2.5M
Quantbot Technologies LP 0.10% New 14,130 $2.4M
FORA Capital, LLC 0.17% New 14,074 $2.4M
Franklin Resources Inc. 0.00% Add +33.0% 13,728 $2.4M
Cookson Peirce & Co. Inc. 0.07% New 13,209 $2.3M
State of Alaska, Department of Revenue 0.02% Reduce -18.7% 12,872 $2.2M
Simplex Trading, LLC 0.06% Add +4954.0% 12,635 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -16.5% 11,655 $2.1M
Aquatic Capital Management LLC 0.07% Reduce -72.5% 12,159 $2.1M
Tudor Investment Corporation 0.01% Reduce -48.7% 12,103 $2.1M
Janney Montgomery Scott LLC 0.00% Add +204.9% 12,094 $2.1M
Jane Street Group, LLC 0.00% New 11,828 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -3.1% 11,041 $1.9M
Sanctuary Advisors, LLC 0.01% New 10,688 $1.8M
Mercer Global Advisors Inc. 0.00% Reduce -24.1% 10,551 $1.8M
State of New Jersey Common Pension Fund D 0.01% New 10,465 $1.8M
Mariner, LLC 0.00% Add +18.7% 10,067 $1.7M
State of Wisconsin Investment Board 0.00% Reduce -34.2% 9,630 $1.7M
MetLife Investment Management, LLC 0.01% Add +5.0% 9,599 $1.6M
Fortis Capital Advisors, LLC 0.18% New 9,092 $1.6M
Belpointe Asset Management LLC 0.05% New 9,092 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -3.6% 8,818 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Add +46.9% 8,682 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +6.3% 8,670 $1.5M
Scientech Research LLC 1.18% New 8,512 $1.5M
Susquehanna International Group, LLP 0.00% Add +53.3% 8,466 $1.5M
Legato Capital Management LLC 0.12% New 8,375 $1.4M
Kestra Private Wealth Services, LLC 0.02% New 8,196 $1.4M
Russell Investments Group, Ltd. 0.00% Add +75.5% 7,869 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 7,817 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 7,700 $1.3M
Los Angeles Capital Management LLC 0.00% Reduce -0.3% 7,646 $1.3M
Raymond James Financial Inc. 0.00% New 7,642 $1.3M
Alps Advisors Inc. 0.01% Add +1.5% 7,581 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -2.6% 7,400 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 7,105 $1.2M
WINTON GROUP Ltd 0.04% Reduce -58.4% 7,093 $1.2M
Knights of Columbus Asset Advisors LLC 0.06% New 7,082 $1.2M
Intech Investment Management LLC 0.01% Add +39.8% 6,942 $1.2M
Odyssean, LLC 0.19% New 6,788 $1.2M
Vanguard Global Advisers, LLC 0.00% Reduce -23.2% 6,625 $1.1M
State of Tennessee, Department of Treasury 0.00% Reduce -3.6% 6,529 $1.1M
AdvisorShares Investments LLC 0.13% New 6,460 $1.1M
Emerald Mutual Fund Advisers Trust 0.04% New 6,378 $1.1M
Unique Wealth Strategies, LLC 0.40% Reduce -19.3% 6,378 $1.1M
Guggenheim Capital LLC 0.01% New 6,310 $1.1M
Occudo Quantitative Strategies LP 0.06% New 6,113 $1.0M
Timothy G. Youngquist 2020 Irrevocable Trust 0.21% New 6,085 $1.0M
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -1.2% 6,084 $1.0M
New York State Common Retirement Fund 0.00% Reduce -4.9% 5,800 $995K
Handelsbanken Fonder AB 0.00% Add +23.9% 5,700 $978K
Penserra Capital Management LLC 0.01% New 5,611 $963K
Corient Private Wealth LP 0.00% Add +19.1% 5,193 $891K
Brevan Howard Capital Management LP 0.01% Add +56.7% 5,186 $890K
D. E. Shaw & Co. 0.00% New 4,994 $857K
Police & Firemen's Retirement System of New Jersey 0.01% Add +10.7% 4,839 $831K
Truist Financial Corp. 0.00% Add +6.4% 4,746 $815K
Cornerstone Investment Partners, LLC 0.03% Reduce -4.6% 4,730 $812K
Citadel Advisors 0.00% Reduce -85.0% 4,682 $804K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1503.1% 4,681 $803K
Arizona State Retirement System 0.00% Reduce -9.6% 4,663 $800K
Schwarz Dygos Wheeler Investment Advisors LLC 0.15% No change 4,600 $789K
State Board of Administration of Florida Retirement System 0.00% No change 4,585 $787K
Yousif Capital Management, LLC 0.01% Add +0.7% 4,536 $779K
Amalgamated Bank 0.01% Reduce -6.3% 4,506 $773K
Axq Capital, LP 0.08% New 4,482 $769K
Vanguard Investments Australia, Ltd. 0.00% Reduce -6.4% 4,432 $761K
Amundi 0.00% New 4,288 $736K
KLP Kapitalforvaltning As 0.00% No change 4,200 $721K
Massachusetts Financial Services Co. 0.00% New 4,024 $691K
Gallacher Capital Management LLC 0.39% New 4,022 $690K
Teachers Retirement System of the State of Kentucky 0.00% No change 4,000 $687K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -5.6% 3,987 $684K
Yorktown Management & Research Co Inc 0.42% No change 3,950 $678K
Schonfeld Strategic Advisors LLC 0.00% New 3,943 $677K
Mindset Wealth Management, LLC 0.13% Add +1.6% 3,870 $664K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.4% 3,842 $659K
Orion Porfolio Solutions, LLC 0.01% New 3,787 $650K
Havemeyer Place LP 0.06% Reduce -56.3% 3,712 $637K
Private Client Services, LLC 0.16% Reduce -64.5% 3,638 $624K
Numerai GP LLC 0.05% New 3,544 $608K
Fifth Third Bancorp 0.00% Reduce -1.5% 3,541 $608K
Squarepoint Ops LLC 0.00% New 3,515 $603K
XML Financial, LLC 0.04% Add +7.0% 3,443 $591K
Aviva PLC 0.00% New 3,319 $570K
Tidal Investments LLC 0.00% New 3,284 $564K
SG Americas Securities, LLC 0.00% Reduce -86.1% 3,123 $536K
Voya Investment Management LLC 0.00% New 3,120 $535K
GK Wealth Management LLC 0.32% New 3,094 $531K
Twin Tree Management, LP 0.08% New 2,958 $508K
Engineers Gate Manager LP 0.01% Reduce -32.0% 2,937 $504K
AE Wealth Management LLC 0.00% New 2,894 $497K
Caprock Group, LLC 0.01% Reduce -29.2% 2,885 $495K
Pictet Asset Management Holding SA 0.00% New 2,820 $484K
Independent Financial Group, LLC 0.01% Reduce -12.8% 2,796 $480K
Banque Pictet & Cie SA 0.00% New 2,770 $475K
Victory Capital Management Inc. 0.00% Reduce -50.1% 2,681 $460K
Entropy Technologies, LP 0.02% New 2,670 $458K
Neuberger Berman Group LLC 0.00% New 2,569 $441K
Revisor Wealth Management LLC 0.11% New 2,556 $439K
Cerity Partners LLC 0.00% New 2,542 $436K
XTX Topco Ltd 0.01% Reduce -56.6% 2,538 $436K
Maryland State Retirement & Pension System 0.01% New 2,462 $423K
Kestra Advisory Services, LLC 0.00% Reduce -56.6% 2,411 $414K
SmartHarvest Portfolios, LLC 0.13% New 2,361 $405K
ProShare Advisors LLC 0.00% New 2,342 $402K
BankChampaign, National Association 0.30% New 2,307 $396K
Blueshift Asset Management, LLC 0.09% New 2,307 $396K
Wealthfront Advisers LLC 0.00% New 2,307 $396K
MML Investors Services, LLC 0.00% Reduce -87.8% 2,304 $395K
Bridgefront Capital, LLC 0.10% New 2,127 $365K
Vanguard Personalized Indexing Management, LLC 0.00% New 2,054 $353K
Mutual of America Capital Management LLC 0.00% New 1,926 $331K
Bay Rivers Group 0.11% New 1,856 $319K
VARCOV Co. 0.12% New 1,852 $318K
Linscomb Wealth, Inc. 0.01% New 1,840 $316K
Captrust Financial Advisors 0.00% New 1,834 $315K
OP Asset Management Ltd 0.00% Reduce -87.5% 1,814 $311K
Stratos Wealth Advisors, LLC 0.02% New 1,800 $309K
Bayforest Capital Ltd 0.29% Reduce -46.3% 1,798 $309K
Abel Hall, LLC 0.05% New 1,781 $306K
StoneX Group Inc. 0.01% New 1,873 $302K
Drive Wealth Management, LLC 0.05% New 1,712 $294K
Ifrah Financial Services, Inc. 0.07% New 1,689 $290K
Bank of Montreal 0.00% New 1,670 $287K
Baird Financial Group, Inc. 0.00% New 1,646 $283K
Vestcor Inc 0.01% No change 1,644 $282K
US Bancorp \de 0.00% Add +2.3% 1,637 $281K
Xponance LLC 0.00% New 1,619 $278K
McGuire Capital Advisors Inc. 0.15% New 1,566 $269K
Josh Arnold Investment Consultant, LLC 0.16% New 1,500 $257K
Ameritas Investment Partners, Inc. 0.01% Add +11.9% 1,489 $256K
Polymer Capital Management (US) LLC 0.04% New 1,482 $254K
Great Valley Advisor Group, Inc. 0.00% New 1,469 $252K
Venture Visionary Partners LLC 0.01% New 1,400 $240K
Inscription Capital, LLC 0.02% New 1,399 $240K
Prime Capital Investment Advisors, LLC 0.00% New 1,395 $239K
Vise Technologies, Inc. 0.00% New 1,375 $236K
Perigon Wealth Management, LLC 0.00% New 1,360 $233K
State of Wyoming 0.02% New 1,338 $230K
Lido Advisors, LLC 0.00% New 1,323 $227K
Norden Group LLC 0.02% New 1,320 $227K
Fieldview Capital Management, LLC 0.06% New 1,306 $224K
Cresset Asset Management, LLC 0.00% New 1,289 $221K
Ewa, LLC 0.04% New 1,286 $221K
Optivise Advisory Services LLC 0.11% New 1,283 $220K
Evernest Financial Advisors, LLC 0.04% New 1,250 $215K
Ensign Peak Advisors, Inc 0.00% Reduce -32.4% 1,250 $215K
Foundations Investment Advisors, LLC 0.00% New 1,206 $207K
Swiss Life Asset Management Ltd 0.00% New 1,204 $207K
Merit Financial Group, LLC 0.00% New 1,198 $206K
Larson Financial Group LLC 0.01% Add +52.4% 1,196 $205K
Ieq Capital, LLC 0.00% New 1,178 $202K
Left Brain Wealth Management, LLC 0.06% New 1,170 $201K
Blue Trust, Inc. 0.00% Add +28.1% 1,159 $199K
Acadian Asset Management LLC 0.00% New 1,105 $189K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 1,071 $184K
HighMark Wealth Management LLC 0.06% New 1,000 $172K
Nisa Investment Advisors, LLC 0.00% Reduce -5.7% 995 $171K
STRS Ohio 0.00% New 900 $154K
GAMMA Investing LLC 0.01% Add +12.8% 890 $153K
Federated Hermes, Inc. 0.00% Reduce -6.4% 814 $140K
Kemnay Advisory Services Inc. 0.02% Add +186.4% 739 $127K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.2% 712 $122K
EFG International AG 0.00% Reduce -86.3% 670 $115K
Farther Finance Advisors, LLC 0.00% Add +435.8% 659 $113K
PNC Financial Services Group, Inc. 0.00% Add +53.9% 537 $92K
Jones Financial Companies LLLP 0.00% Add +65.5% 498 $85K
KBC Group NV 0.00% No change 474 $81K
Eurizon Capital SGR S.p.A. 0.00% New 416 $71K
USA Financial Formulas 0.01% — 406 $70K
Hilton Head Capital Partners, LLC 0.03% New 300 $51K
Toth Financial Advisory Corp. 0.01% No change 300 $51K
Huntington National Bank 0.00% New 291 $50K
Rockefeller Capital Management L.P. 0.00% Reduce -7.1% 286 $49K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +4.0% 263 $45K
Versant Capital Management, Inc 0.00% Add +245.9% 256 $44K
GS Investments, Inc. 0.03% No change 250 $43K
Hantz Financial Services, Inc. 0.00% Reduce -9.8% 230 $39K
Nykredit A/S 0.00% — 222 $38K
Blue Bell Private Wealth Management, LLC 0.00% No change 212 $36K
Salomon & Ludwin, LLC 0.00% Add +7.5% 200 $35K
Arax Advisory Partners 0.00% Add +311.1% 185 $32K
Spire Wealth Management 0.00% Add +1590.0% 169 $29K
Signaturefd, LLC 0.00% Add +38.5% 162 $28K
Founders Capital Management 0.01% No change 150 $26K
IFP Advisors, Inc 0.00% Add +224.4% 146 $25K
Optiver Holding B.V. 0.00% Add +930.8% 134 $23K
EverSource Wealth Advisors, LLC 0.00% Reduce -47.7% 113 $19K
Summit Securities Group LLC 0.00% New 104 $18K
UMB Bank, n.a. 0.00% Add +64.3% 92 $16K
National Bank of Canada 0.00% New 91 $16K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +1.1% 88 $15K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -21.7% 83 $14K
Harbor Capital Advisors, Inc. 0.00% Reduce -17.0% 83 $14K
Essential Partners LLC 0.01% Reduce -77.4% 74 $13K
Allworth Financial LP 0.00% Add +50.0% 72 $12K
Golden State Wealth Management, LLC 0.00% No change 72 $12K
Toronto Dominion Bank 0.00% New 66 $11K
Cape Investment Advisory, Inc. 0.00% New 65 $11K
Hazlett, Burt & Watson, Inc. 0.00% No change 57 $10K
Sterling Capital Management LLC 0.00% Reduce -59.7% 58 $10K
LifeSteps Financial, Inc. 0.00% New 52 $9K
Silver Grove Financial Group, Inc. 0.00% New 45 $8K
Fortitude Family Office, LLC 0.00% Add +111.1% 38 $7K
Rothschild Investment LLC 0.00% Add +9.1% 36 $6K
Global Retirement Partners, LLC 0.00% — 36 $6K
Smartleaf Asset Management LLC 0.00% No change 33 $6K
Harbour Investments, Inc. 0.00% No change 30 $5K
Bare Financial Services, Inc 0.00% Add +46.7% 22 $4K
Parkside Financial Bank & Trust 0.00% No change 22 $4K
WealthCollab, LLC 0.00% No change 20 $3K
Bessemer Group Inc. 0.00% New 19 $3K
Keating Financial Advisory Services, Inc. 0.00% New 15 $3K
Quarry LP 0.00% Add +366.7% 14 $2K
Stone House Investment Management, LLC 0.00% Add +550.0% 13 $2K
BOK Financial Private Wealth, Inc. 0.00% No change 12 $2K
Parallel Advisors, LLC 0.00% Reduce -26.7% 11 $2K
Beacon Investment Advisory Services, Inc. 0.00% No change 10 $2K
Caitlin John, LLC 0.00% No change 10 $2K
SJS Investment Consulting Inc. 0.00% No change 9 $2K
Farmers & Merchants Investments Inc. 0.00% No change 9 $2K
Assetmark, Inc. 0.00% Reduce -57.1% 9 $2K
Marquette Asset Management, LLC 0.00% No change 8 $1K
Hughes Financial Services, LLC 0.00% Add +166.7% 8 $1K
Private Trust Co. NA 0.00% No change 6 $1K
Covestor Ltd 0.00% Reduce -98.6% 7 $1K
True Wealth Design, LLC 0.00% Reduce -44.4% 5 $859
Plante Moran Financial Advisors, LLC 0.00% New 5 $858
Ameritas Advisory Services, LLC 0.00% New 5 $858
Physician Wealth Advisors, Inc. 0.00% New 4 $687
CVA Family Office, LLC 0.00% Reduce -20.0% 4 $687
JFS Wealth Advisors, LLC 0.00% Add +300.0% 4 $687
Gilpin Wealth Management, LLC 0.00% No change 3 $515
Clearstead Advisors, LLC 0.00% New 2 $344
Fiduciary Financial Advisors 0.00% New 2 $344
Ankerstar Wealth, LLC 0.00% Reduce -33.3% 2 $343
Cedar Mountain Advisors, LLC 0.00% New 2 $343
DecisionPoint Financial, LLC 0.00% No change 1 $176
Davis Capital Management 0.00% New 1 $172
CoreCap Advisors, LLC 0.00% New 1 $172
Abound Wealth Management 0.00% New 1 $172
Creative Capital Management Investments LLC 0.00% New 1 $172
LRI Investments, LLC 0.00% New 1 $172
Evolution Advisers, Inc. 0.00% New 2 $0

"% of holder's portfolio" is SEZL's weight in each manager's 13F, not the share of Sezzle Inc. the manager owns.