Shopify Inc. Class ASHOP

13F holders, Q4 2024 (December 31)
1,489holders +228
216new positions
67sold out
13famous investors
$106.45avg. 13F price*

At the end of Q4 2024, 1,489 institutions reported holding Shopify Inc. Class A (SHOP) in their 13F filings, up 228 from Q3 2024. 216 opened new positions and 67 sold out. The largest holders were Baillie Gifford & Co. ($6.4B), Capital World Investors ($5.6B) and Vanguard Group Inc. ($5.0B). 13 famous investors held it, including Cathie Wood (4.0% of ARK Investment Management's portfolio), Philippe Laffont (0.9% of Coatue Management's portfolio) and Ron Baron (0.7% of Baron Capital (BAMCO)'s portfolio).

Company
Shopify Inc. Class A
Sector
Technology
CUSIP
82509L107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions216$1.4B
Exits67$87.0M

All 13F filers, Q3 2024 → Q4 2024: 64,998,117 shares bought and 63,126,420 shares sold, net +1,871,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,489 holders

Baillie Gifford & Co. 4.88% Reduce -5.7% 59,776,512 $6.4B
Capital World Investors 0.86% Add +0.9% 53,102,707 $5.6B
Vanguard Group Inc. 0.09% Add +1.7% 47,080,112 $5.0B
FMR LLC 0.28% Add +3.4% 43,732,077 $4.7B
T. Rowe Price Associates Inc. 0.51% Reduce -12.3% 41,901,348 $4.5B
Capital International Investors 0.73% Add +2.7% 36,516,305 $3.9B
Morgan Stanley 0.22% Reduce -28.4% 29,584,753 $3.1B
Capital Research Global Investors 0.52% Reduce -31.4% 23,750,466 $2.5B
JPMorgan Chase & Co. 0.20% Add +31.0% 23,513,193 $2.5B
Royal Bank of Canada 0.46% Add +2.7% 20,127,908 $2.1B
Polen Capital Management LLC 4.91% Reduce -10.0% 17,079,480 $1.8B
Arrowstreet Capital, Limited Partnership 1.40% Add +79.8% 16,487,579 $1.8B
FIL Ltd 1.57% Add +11.9% 15,774,148 $1.7B
Loomis Sayles & Co. L P 1.97% Reduce -3.1% 14,612,866 $1.6B
Norges Bank 0.20% Add +1.3% 14,504,856 $1.5B
Sands Capital Management, LLC 4.34% Reduce -9.2% 13,778,939 $1.5B
Bank of Montreal 0.60% Add +9.1% 11,305,521 $1.2B
Franklin Resources Inc. 0.33% Reduce -6.4% 11,092,913 $1.2B
Bank of America Corp. 0.09% Add +15.1% 9,393,611 $998.8M
TD Asset Management Inc 0.85% Add +0.2% 9,044,000 $962.0M
National Bank of Canada 1.20% Add +17.4% 8,701,656 $927.3M
Cibc World Market Inc. 1.99% Reduce -3.8% 8,143,882 $865.9M
Artisan Partners Limited Partnership 1.20% Reduce -25.0% 7,332,465 $779.7M
Mackenzie Financial Corp. 1.05% Reduce -2.5% 7,222,328 $767.9M
Manufacturers Life Insurance Company, The 0.67% Reduce -12.7% 7,168,363 $763.5M
Connor, Clark & Lunn Investment Management Ltd. 3.41% Add +30.2% 7,095,382 $754.2M
Geode Capital Management, LLC 0.06% Add +30.2% 7,015,582 $748.8M
Nuveen Asset Management, LLC 0.21% Reduce -7.6% 6,991,989 $743.7M
Newlands Management Operations LLC 4.23% No change 6,325,050 $672.5M
Legal & General Group Plc 0.17% Reduce -6.5% 5,909,188 $628.6M
Clearbridge Investments, LLC 0.50% Reduce -1.6% 5,828,705 $619.8M
BlackRock, Inc. 0.01% Add +41.5% 5,782,070 $614.8M
Wellington Management Group LLP 0.10% Add +9.1% 5,157,137 $548.4M
Sumitomo Mitsui Trust Group, Inc. 0.36% Reduce -14.4% 5,055,512 $537.6M
Amova Asset Management Americas, Inc. 5.79% Reduce -14.5% 5,025,263 $534.3M
CIBC Asset Management Inc 1.63% Reduce -2.0% 4,680,449 $498.0M
Massachusetts Financial Services Co. 0.16% Add +21.4% 4,669,564 $496.5M
ARK Investment Management 3.99% Reduce -3.5% 4,505,024 $479.0M
Alliancebernstein L.P. 0.16% Add +631.3% 4,459,580 $474.2M
Canada Pension Plan Investment Board 0.45% Add +10.6% 4,420,836 $469.9M
Janus Henderson Group PLC 0.23% Reduce -1.1% 4,169,244 $443.3M
JARISLOWSKY, FRASER Ltd 2.55% Reduce -30.8% 4,116,015 $436.2M
Durable Capital Partners LP 3.43% Add +86.9% 3,950,348 $420.0M
Bank of Nova Scotia 0.71% Reduce -34.9% 3,771,550 $401.3M
Scge Management, L.P. 7.24% Add +139.4% 3,682,000 $391.5M
Bank of New York Mellon Corp 0.07% Reduce -9.9% 3,672,303 $390.5M
Goldman Sachs Group Inc. 0.07% Add +3.1% 3,556,342 $378.1M
Select Equity Group, L.P. 1.54% Add +25.5% 3,555,487 $378.1M
Swiss National Bank 0.25% Reduce -3.8% 3,519,800 $374.4M
Ameriprise Financial Inc. 0.08% Reduce -21.5% 2,869,509 $306.6M
Wells Fargo & Company 0.07% Reduce -0.2% 2,722,932 $289.5M
Toronto Dominion Bank 0.55% Add +27.4% 2,687,238 $285.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.68% Reduce -5.0% 2,649,301 $281.6M
Zevenbergen Capital Investments LLC 5.68% Reduce -6.2% 2,621,862 $278.8M
Baron Capital (BAMCO) 0.71% Reduce -5.1% 2,581,257 $274.5M
Coatue Management 0.91% No change 2,547,675 $270.9M
Sei Investments Co. 0.34% Reduce -16.8% 2,513,567 $267.3M
Polar Capital Holdings Plc 1.51% Add +34.2% 2,512,288 $267.1M
Charles Schwab Investment Management Inc. 0.05% Add +3.2% 2,493,086 $265.2M
Winslow Capital Management, LLC 0.94% Reduce -35.6% 2,493,144 $265.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -6.1% 2,230,220 $237.1M
Ashe Capital Management, LP 19.12% Reduce -22.0% 2,185,712 $232.4M
Pictet Asset Management Holding SA 0.25% Add +2.7% 2,170,866 $230.9M
William Blair Investment Management, LLC 0.56% Add +19.3% 2,150,751 $228.7M
Raymond James Financial Inc. 0.08% — 2,143,837 $228.0M
Envestnet Asset Management Inc. 0.07% Reduce -1.0% 2,063,433 $219.4M
Alberta Investment Management Corp 1.52% Add +17.2% 2,039,645 $217.0M
Amundi 0.07% Reduce -11.7% 1,949,669 $209.9M
Mirova US LLC 2.51% Reduce -2.8% 1,971,701 $209.7M
Deutsche Bank AG 0.08% Add +1.8% 1,928,870 $205.1M
1832 Asset Management L.P. 0.37% Reduce -16.7% 1,924,519 $204.6M
Barton Investment Management 21.12% Reduce -1.2% 1,872,997 $199.2M
Marshall Wace, LLP 0.25% New 1,870,891 $198.9M
ICONIQ Capital, LLC 3.08% Reduce -0.4% 1,857,938 $197.6M
Mufg Securities (canada), LTD. 7.11% Add +72.4% 1,852,031 $197.0M
Strategy Capital LLC 15.88% Reduce -3.5% 1,835,191 $195.1M
UBS Group AG 0.04% Add +0.1% 1,826,422 $194.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.20% Reduce -36.5% 1,768,136 $188.0M
Northern Trust Corp. 0.03% Add +18.5% 1,673,035 $177.9M
Lord, Abbett & Co. LLC 0.58% Add +47.2% 1,651,222 $175.6M
Caisse de depot et placement du Quebec 0.36% Add +3.0% 1,606,525 $170.9M
Agf Management Ltd. 0.85% Add +2.5% 1,592,154 $169.5M
Renaissance Technologies 0.25% New 1,568,800 $166.8M
Natixis Advisors, LLC 0.31% Add +13.1% 1,563,407 $166.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.41% Reduce -33.3% 1,558,375 $165.7M
Federation des caisses Desjardins du Quebec 0.84% Add +1.8% 1,558,737 $165.1M
Invesco Ltd. 0.03% Add +70.0% 1,525,327 $162.2M
Gilder Gagnon Howe & Co. LLC 1.72% Reduce -5.4% 1,503,681 $159.9M
Federated Hermes, Inc. 0.35% Reduce -3.4% 1,498,838 $159.4M
American Century Companies Inc. 0.09% Add +1.1% 1,463,559 $155.7M
Russell Investments Group, Ltd. 0.21% Add +1.9% 1,438,704 $153.0M
Addenda Capital Inc. 4.70% Reduce -3.7% 869,869 $133.1M
Public Investment Fund 0.69% No change 1,250,000 $132.9M
Jennison Associates LLC 0.08% New 1,244,455 $132.3M
TCW Group Inc. 1.11% Reduce -5.3% 1,239,879 $131.8M
D. E. Shaw & Co. 0.15% Add +168.3% 1,203,975 $128.0M
Voloridge Investment Management, LLC 0.44% New 1,178,724 $125.3M
Qube Research & Technologies Ltd 0.20% New 1,156,565 $123.0M
Millennium Management 0.11% Add +14489.9% 1,133,780 $120.6M
Scotia Capital Inc. 0.62% Add +3.9% 1,117,479 $118.6M
LPL Financial LLC 0.05% Add +11.0% 1,088,543 $115.7M
Macquarie Group Ltd. 0.14% Reduce -0.4% 1,085,642 $115.4M
Ensign Peak Advisors, Inc 0.20% Reduce -0.4% 1,075,302 $114.3M
Castle Hook Partners LP 2.38% New 1,052,651 $111.9M
Bessemer Group Inc. 0.18% Reduce -1.4% 1,020,969 $108.6M
Soma Equity Partners LP 5.98% Reduce -11.0% 1,018,547 $108.3M
Korea Investment CORP 0.25% Add +0.6% 1,003,030 $106.7M
Mitsubishi UFJ Trust & Banking Corp 0.24% Add +4.3% 975,362 $103.7M
CANADA LIFE ASSURANCE Co 0.17% Reduce -2.3% 932,735 $98.9M
Rathbones Group PLC 0.46% Reduce -19.7% 893,132 $95.0M
Schroder Investment Management Group 0.09% New 877,716 $93.6M
Axiom Investors LLC 0.65% Add +48.8% 832,525 $88.5M
HSBC Holdings PLC 0.05% Reduce -0.2% 825,693 $87.9M
First Trust Advisors LP 0.08% Reduce -9.4% 818,331 $87.0M
Citigroup Inc. 0.08% Add +111.1% 792,701 $84.3M
Congress Asset Management Co. 0.57% New 790,693 $84.1M
Corton Capital Inc. 45.77% No change 750,000 $79.7M
State of Tennessee, Department of Treasury 0.28% Add +3.3% 736,502 $78.3M
Aviva PLC 0.20% Reduce -32.0% 730,222 $77.6M
CIBC Private Wealth Group LLC 0.14% Add +676.6% 701,381 $75.5M
Quadrature Capital Ltd 1.46% Reduce -56.1% 683,500 $72.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Add +2.6% 683,412 $72.7M
Public Employees Retirement System of Ohio 0.24% Add +58.6% 666,431 $70.9M
Citadel Advisors 0.06% Add +155.9% 648,978 $69.0M
Rockefeller Capital Management L.P. 0.18% Add +298.8% 642,229 $68.3M
Capital International, Inc. 0.80% Reduce -8.1% 640,811 $68.1M
Hillsdale Investment Management Inc. 3.24% Add +610.1% 602,134 $64.0M
Capital International Sarl 1.44% Add +18.7% 587,487 $62.5M
Fisher Asset Management 0.02% Add +3.5% 581,980 $61.9M
TD Waterhouse Canada Inc. 0.49% Add +36.4% 570,130 $60.4M
Lansforsakringar Fondforvaltning AB (publ) 0.22% — 551,540 $58.7M
NZS Capital, LLC 2.45% Reduce -7.3% 540,465 $57.5M
DekaBank Deutsche Girozentrale 0.10% No change 524,986 $55.5M
Dimensional Fund Advisors LP 0.01% Add +5.6% 496,188 $52.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +12.3% 494,441 $52.6M
Allspring Global Investments Holdings, LLC 0.08% Add +150.5% 475,564 $51.1M
Mn Services Vermogensbeheer B.V. 0.34% Add +2.5% 476,240 $50.7M
Squarepoint Ops LLC 0.13% Add +21.8% 472,021 $50.2M
Blair William & Co. 0.14% Add +2.1% 467,025 $49.7M
Townsquare Capital LLC 0.56% Reduce -3.8% 463,074 $49.2M
Kayne Anderson Rudnick Investment Management LLC 0.11% Reduce -2.2% 452,923 $48.2M
Steadview Capital Management LLC 9.94% Reduce -16.6% 451,854 $48.0M
Royal London Asset Management Ltd. 0.11% Add +32.6% 437,532 $46.5M
Allen Investment Management, LLC 0.53% Add +37.6% 435,680 $46.3M
Brown Capital Management LLC 1.07% Reduce -9.0% 435,341 $46.3M
Jane Street Group, LLC 0.07% Reduce -9.6% 435,189 $46.3M
Privium Fund Management B.V. 10.10% No change 415,000 $44.1M
Capital International Ltd. 1.74% Add +12.8% 400,051 $42.5M
Truist Financial Corp. 0.07% Reduce -8.4% 389,487 $41.4M
Commonwealth Equity Services, LLC 0.06% Add +2.3% 375,269 $39.9M
Susquehanna International Group, LLP 0.06% Add +881.2% 373,668 $39.7M
Forsta Ap-Fonden 0.28% Add +21.5% 369,500 $39.3M
Stifel Financial Corp. 0.04% Add +1.9% 363,685 $38.7M
Osaic Holdings, Inc. 0.09% Reduce -3.8% 359,703 $38.2M
Advisors Asset Management, Inc. 0.70% Reduce -2.3% 357,537 $38.0M
Thornburg Investment Management Inc. 0.49% Reduce -29.2% 348,161 $37.0M
Nicola Wealth Management LTD. 3.49% Reduce -18.7% 240,571 $36.8M
AEGON ASSET MANAGEMENT UK Plc 0.48% New 344,322 $36.5M
Investment Management Corp of Ontario 1.20% Reduce -1.8% 342,890 $36.5M
Teachers Retirement System of the State of Kentucky 0.32% No change 342,030 $36.4M
CI Investments Inc. 0.14% Add +0.0% 339,787 $36.1M
Hantz Financial Services, Inc. 0.63% Reduce -0.5% 338,653 $36.0M
State Street Corp. 0.00% Reduce -10.4% 333,561 $35.5M
Cornerstone Capital, Inc. 3.72% Reduce -12.4% 332,615 $35.4M
Neuberger Berman Group LLC 0.03% Add +66.8% 332,199 $35.3M
Gavilan Investment Partners LLC 9.73% Reduce -17.7% 330,000 $35.1M
Oppenheimer Asset Management Inc. 0.41% Add +11.9% 320,834 $34.1M
New York State Common Retirement Fund 0.05% Reduce -20.2% 320,022 $34.0M
Huntington National Bank 0.31% Add +1.2% 310,981 $33.1M
Walleye Capital LLC 0.33% Add +260.7% 298,489 $31.7M
Creative Planning 0.03% Reduce -24.2% 297,483 $31.6M
Mariner, LLC 0.05% Add +2.8% 284,325 $30.2M
Marcho Partners LLP 9.96% Reduce -43.1% 273,956 $29.1M
Intact Investment Management Inc. 1.02% Reduce -17.6% 273,124 $29.1M
Castleark Management LLC 1.01% New 271,270 $28.8M
Focus Partners Wealth 0.07% Add +55.7% 269,064 $28.6M
Cetera Investment Advisers 0.06% Add +3.8% 258,786 $27.5M
Ogborne Capital Management, LLC 6.62% New 255,000 $27.1M
Adage Capital Partners Gp, L.L.C. 0.05% New 255,000 $27.1M
Equitable Trust Co. 1.48% Reduce -2.0% 249,848 $26.6M
Barclays PLC 0.01% Reduce -76.3% 248,611 $26.4M
Aquatic Capital Management LLC 0.70% Reduce -31.9% 243,401 $25.9M
Liontrust Investment Partners LLP 0.37% Add +74.8% 239,613 $25.5M
Benchstone Capital Management LP 2.57% — 233,647 $24.8M
Andra AP-fonden 0.40% Reduce -8.3% 161,800 $24.8M
Trillium Asset Management, LLC 0.61% Reduce -11.2% 222,231 $23.6M
Thrivent Financial for Lutherans 0.05% Add +149.0% 220,108 $23.2M
Robeco Institutional Asset Management B.V. 0.04% No change 210,668 $22.4M
Dixon Mitchell Investment Counsel Inc. 1.00% Add +0.4% 203,279 $21.6M
Baker Avenue Asset Management, LP 0.66% Reduce -6.8% 202,260 $21.5M
Prudential PLC 0.11% Add +16.1% 201,894 $21.5M
Glenmede Trust Co. NA 0.11% Reduce -4.8% 199,502 $21.2M
AXA S.A. 0.06% Add +43.7% 195,372 $20.8M
Varma Mutual Pension Insurance Co 0.16% Reduce -17.3% 192,658 $20.5M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -18.9% 189,776 $20.2M
USS Investment Management Ltd 0.15% Add +2.4% 188,936 $20.1M
Arthedge Capital Management, LLC 13.31% No change 188,000 $20.0M
LBP Am SA 0.27% Reduce -11.8% 187,793 $20.0M
O'shaughnessy Asset Management, LLC 0.16% Add +50.1% 180,806 $19.2M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -6.2% 178,600 $19.1M
Perpetual Ltd 0.22% Reduce -7.7% 178,537 $19.0M
Allianz Asset Management GmbH 0.03% Add +133.2% 178,391 $19.0M
Ampersand Capital Group, L.P. 12.47% — 175,013 $18.6M
Man Group plc 0.06% Add +155.1% 173,007 $18.4M
Atria Investments, Inc 0.22% Add +6.6% 168,825 $18.0M
AIA Group Ltd 0.43% Add +6.3% 168,322 $17.9M
Thompson Siegel & Walmsley LLC 0.28% Reduce -1.3% 166,740 $17.7M
Northwest & Ethical Investments L.P. 0.47% Reduce -4.3% 163,955 $17.4M
BI Asset Management Fondsmaeglerselskab A/S 0.18% New 162,210 $17.2M
Skandinaviska Enskilda Banken AB (publ) 0.08% Reduce -0.3% 161,582 $17.2M
STRS Ohio 0.07% New 161,861 $17.2M
HighTower Advisors, LLC 0.02% Add +9.0% 161,353 $17.2M
Janney Montgomery Scott LLC 0.05% Reduce -3.6% 160,821 $17.1M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -5.8% 160,625 $17.1M
Vestmark Advisory Solutions, Inc. 0.59% Add +34.6% 168,651 $17.0M
Sanctuary Advisors, LLC 0.11% Reduce -5.9% 142,346 $17.0M
MML Investors Services, LLC 0.06% Reduce -5.4% 159,246 $16.9M
Cresset Asset Management, LLC 0.08% Reduce -4.8% 158,470 $16.9M
Lyell Wealth Management, LP 1.50% Add +0.2% 157,488 $16.7M
Wealth Enhancement Advisory Services, LLC 0.03% Add +0.3% 157,474 $16.7M
Henry James International Management Inc. 6.00% Add +5.1% 156,637 $16.7M
Sandler Capital Management 2.54% Add +110.2% 145,723 $15.5M
Gryphon Financial Partners LLC 2.22% Reduce -0.3% 145,246 $15.4M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 145,000 $15.4M
State of Michigan Retirement System 0.08% Reduce -13.3% 138,700 $14.7M
Walleye Trading LLC 0.29% Reduce -22.2% 136,879 $14.6M
Utah Retirement Systems 0.16% Add +0.1% 135,237 $14.4M
Granite Investment Partners, LLC 0.62% Reduce -2.4% 134,189 $14.3M
BOCHK Asset Management Ltd 4.28% Add +47.8% 131,500 $14.0M
Two Sigma Investments, LP 0.03% Add +738.6% 130,830 $13.9M
Nepsis Inc. 3.45% Reduce -72.3% 89,444 $13.8M
Maryland State Retirement & Pension System 0.29% Add +3.0% 128,489 $13.7M
CW Advisors, LLC 0.18% New 126,478 $13.4M
Meridian Wealth Management, LLC 0.64% Add +9.1% 126,351 $13.4M
Dash Acquisitions Inc. 2.84% Add +206.5% 113,705 $13.4M
Long Walk Management LP 4.76% Reduce -45.6% 125,000 $13.3M
One Madison Group LLC 1.52% — 125,000 $13.3M
Welch & Forbes LLC 0.17% Add +0.6% 124,551 $13.2M
AMF Tjanstepension AB 0.09% New 120,849 $12.8M
Ossiam 0.22% Add +3.3% 120,642 $12.8M
Atalanta Sosnoff Capital, LLC 0.28% Reduce -1.4% 120,646 $12.8M
Texas Yale Capital Corp. 0.51% No change 118,733 $12.6M
Apollon Wealth Management, LLC 0.29% Add +2.9% 118,138 $12.6M
Marsico Capital Management LLC 0.34% No change 118,022 $12.5M
Silvercrest Asset Management Group LLC 0.08% Add +46.2% 117,766 $12.5M
Public Sector Pension Investment Board 0.05% New 116,345 $12.4M
Tocqueville Asset Management L.P. 0.19% Reduce -13.3% 114,422 $12.2M
MMBG Investment Advisors Co. 1.26% Reduce -0.4% 111,895 $11.9M
SIG North Trading, ULC 2.70% Add +15.3% 110,956 $11.8M
BNP Paribas Financial Markets 0.01% Reduce -3.4% 110,290 $11.7M
Louisbourg Investments Inc. 3.08% Reduce -13.0% 110,219 $11.7M
Thoroughbred Financial Services, LLC 0.72% Reduce -0.8% 110,182 $11.7M
Sustainable Growth Advisers, LP 0.06% Reduce -30.8% 106,779 $11.4M
Carnegie Investment Counsel 0.32% Add +0.4% 105,746 $11.2M
EULAV Asset Management 0.27% Reduce -6.3% 105,000 $11.2M
Oddo BHF Asset Management Sas 0.56% Reduce -4.1% 103,800 $11.0M
Markel Group 0.10% No change 102,750 $10.9M
Napean Trading & Investment Co (Singapore) PTE Ltd 2.68% Reduce -28.5% 101,809 $10.8M
Asset Management One Co., Ltd. 0.04% Reduce -0.1% 99,504 $10.8M
Parkwood LLC 1.29% Reduce -9.4% 98,762 $10.5M
Intech Investment Management LLC 0.10% Add +247.9% 98,010 $10.4M
Yarbrough Capital, LLC 0.40% No change 97,480 $10.4M
Onex Canada Asset Management Inc. 1.24% Reduce -9.8% 97,135 $10.3M
Fundsmith Investment Services LTD. 0.13% New 96,127 $10.2M
Baird Financial Group, Inc. 0.02% Add +0.1% 95,888 $10.2M
Covenant Asset Management, LLC 2.26% Reduce -3.5% 95,678 $10.2M
Swiss Life Asset Management Ltd 0.07% Add +694.1% 95,577 $10.2M
Corient Private Wealth LP 0.02% Reduce -2.8% 96,734 $9.9M
Orion Porfolio Solutions, LLC 0.10% Reduce -8.7% 92,877 $9.9M
Orion Portfolio Solutions, LLC 0.10% Reduce -8.7% 92,877 $9.9M
NorthCrest Asset Manangement, LLC 0.29% Reduce -0.3% 92,633 $9.8M
PNC Financial Services Group, Inc. 0.01% Reduce -1.7% 91,489 $9.7M
Generali Asset Management SPA SGR 0.24% — 62,574 $9.6M
Jump Financial, LLC 0.20% New 88,212 $9.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -20.1% 87,475 $9.3M
Capital Group Investment Management Pte. LTD. 1.76% Add +13.2% 87,290 $9.3M
Employees Retirement System of Texas 0.09% No change 86,360 $9.2M
Spire Wealth Management 0.28% Add +191.5% 85,212 $9.1M
Baltimore-Washington Financial Advisors, Inc. 0.47% Add +2.3% 84,541 $9.0M
Assetmark, Inc. 0.02% Add +18.8% 84,510 $9.0M
Advisory Services Network, LLC 0.17% Add +7.5% 84,086 $8.9M
Cerity Partners LLC 0.02% Add +6.3% 91,447 $8.9M
Wesbanco Bank Inc. 0.30% Reduce -15.1% 83,305 $8.9M
United Services Automobile Association 0.29% No change 39,917 $8.8M
Bogart Wealth, LLC 0.40% Reduce -2.5% 80,119 $8.5M
Kestra Advisory Services, LLC 0.05% Add +2.2% 79,919 $8.5M
Berkshire Capital Holdings Inc. 3.02% Reduce -46.0% 78,680 $8.4M
Guardian Capital LP 0.31% Reduce -17.4% 77,510 $8.2M
D.A. Davidson & Co. 0.07% Reduce -7.2% 77,483 $8.2M
Triasima Portfolio Management inc. 1.60% New 77,445 $8.2M
Banco Santander, S.A. 0.10% Add +6.6% 76,954 $8.2M
Procyon Advisors, LLC 0.51% Add +10.8% 75,619 $8.0M
Portside Wealth Group, LLC 1.29% Reduce -5.6% 73,008 $7.8M
Faithward Advisors, LLC 1.31% Reduce -3.7% 72,212 $7.7M
Melqart Asset Management (UK) Ltd 1.03% Reduce -30.8% 72,115 $7.7M
Financial Counselors Inc. 0.11% Reduce -6.8% 71,492 $7.6M
Cobblestone Capital Advisors LLC 0.41% Reduce -70.0% 70,428 $7.5M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.19% Add +40.0% 70,000 $7.4M
Gifford Fong Associates 1.83% No change 70,000 $7.4M
US Bancorp \de 0.01% Add +3.9% 69,597 $7.4M
Lombard Odier Asset Management (Switzerland) SA 0.55% Add +7.8% 33,565 $7.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +12.6% 67,820 $7.3M
Pathstone Holdings, LLC 0.03% Reduce -0.6% 68,423 $7.2M
Insight Holdings Group, LLC 0.47% Add +23.2% 67,900 $7.2M
Equitable Holdings, Inc. 0.07% Add +17.2% 67,209 $7.1M
Cubist Systematic Strategies, LLC 0.12% New 67,130 $7.1M
OMERS ADMINISTRATION Corp 0.06% New 65,714 $7.0M
PCJ Investment Counsel Ltd. 2.36% Add +1.1% 65,730 $7.0M
Mediolanum International Funds Ltd 0.09% Add +421.0% 65,164 $6.9M
Bellecapital International Ltd. 1.22% Add +10.8% 64,068 $6.8M
Diversify Wealth Management, LLC 0.53% Add +2.4% 64,952 $6.7M
Gunderson Capital Management LLC 3.30% New 63,194 $6.7M
APG Asset Management N.V. 0.02% Reduce -16.4% 65,140 $6.7M
Jaffetilchin Investment Partners, LLC 0.48% Reduce -0.9% 62,080 $6.6M
Hartline Investment Corp./ 0.75% Add +200.7% 61,444 $6.5M
Synergy Financial Group, LTD 5.43% Reduce -5.0% 61,292 $6.5M
Quantbot Technologies LP 0.24% New 61,155 $6.5M
Atika Capital Management LLC 0.84% New 61,000 $6.5M
Strategic Planning Group, LLC 1.16% Reduce -0.2% 59,526 $6.3M
NewEdge Advisors, LLC 0.04% Add +37.4% 59,468 $6.3M
Bank of Nova Scotia Trust Co. 0.66% Reduce -1.7% 58,663 $6.2M
Boothe Investment Group, Inc. 2.69% Reduce -12.6% 58,299 $6.2M
SG Americas Securities, LLC 0.03% Add +501.9% 58,100 $6.2M
Kessler Investment Group, LLC 2.90% New 57,417 $6.1M
Brown Advisory Inc. 0.01% Add +34.3% 57,243 $6.1M
Nomura Asset Management Co. Ltd. 0.02% Add +3.0% 57,051 $6.1M
Acadian Asset Management LLC 0.02% Add +20.5% 56,874 $6.0M
Atria Wealth Solutions, Inc. 0.07% Reduce -12.5% 56,083 $6.0M
Erste Asset Management GmbH 0.07% Add +0.0% 55,000 $6.0M
Private Advisor Group, LLC 0.03% Reduce -2.4% 55,849 $5.9M
Infusive Asset Management Inc. 2.63% New 55,503 $5.9M
Credit Agricole S A 0.02% Reduce -13.9% 55,464 $5.9M
Sienna Gestion 0.40% New 55,200 $5.9M
Jones Financial Companies LLLP 0.01% Add +33.9% 54,412 $5.8M
Sterling Capital Management LLC 0.08% Reduce -37.8% 53,279 $5.7M
Weaver Capital Management LLC 1.59% Add +6.0% 53,185 $5.7M
Tidal Investments LLC 0.05% Add +1259.3% 53,068 $5.6M
Plato Investment Management Ltd 0.41% Add +77.0% 52,263 $5.6M
Signaturefd, LLC 0.11% Reduce -0.2% 52,379 $5.6M
Crestwood Advisors Group, LLC 0.10% Reduce -2.8% 52,349 $5.6M
Icon Wealth Advisors, LLC 0.46% Reduce -0.5% 52,339 $5.6M
Metis Global Partners, LLC 0.17% Add +1.4% 52,139 $5.5M
Commerce Bank 0.03% Add +0.2% 51,954 $5.5M
Pittenger & Anderson Inc. 0.20% Add +35.9% 51,951 $5.5M
NewEdge Wealth, LLC 0.10% Add +80.2% 51,933 $5.5M
Venture Visionary Partners LLC 0.23% Reduce -22.5% 51,922 $5.5M
Financial Advocates Investment Management 0.31% Reduce -2.5% 51,878 $5.5M
Alliance Wealth Advisors, LLC 1.40% Reduce -1.9% 50,867 $5.4M
Capital Group Private Client Services, Inc. 0.05% Reduce -10.1% 50,659 $5.4M
Van Eck Associates Corp. 0.01% Add +18.2% 49,444 $5.3M
Mercer Global Advisors Inc. 0.01% Add +2.9% 49,442 $5.3M
Gateway Investment Advisers LLC 0.06% Reduce -1.7% 49,414 $5.3M
Bailard, Inc. 0.13% Add +0.5% 48,575 $5.2M
Quantinno Capital Management LP 0.05% Add +24.6% 48,553 $5.2M
Stephens Inc. 0.07% Add +0.8% 48,075 $5.1M
DF Dent & Co. Inc. 0.06% Reduce -3.2% 48,016 $5.1M
Envestnet Portfolio Solutions, Inc. 0.02% Add +31.1% 47,356 $5.0M
&partners 0.06% Add +170.6% 44,843 $4.9M
Flagship Harbor Advisors, LLC 0.26% Add +1.2% 45,766 $4.9M
Calamos Advisors LLC 0.03% New 45,443 $4.8M
Arthur M. Cohen & Associates, LLC 0.85% Add +1.2% 45,074 $4.8M
Wahed Invest LLC 0.79% Reduce -22.2% 44,818 $4.8M
Kestra Private Wealth Services, LLC 0.08% Reduce -5.7% 44,558 $4.7M
Financial Avengers, Inc. 2.23% Add +2.3% 44,545 $4.7M
Moloney Securities Asset Management, LLC 0.64% Add +3.3% 44,535 $4.7M
Soviero Asset Management, LP 3.25% Add +4.8% 44,000 $4.7M
Parsons Capital Management Inc. 0.25% Add +1019.1% 43,925 $4.7M
Benjamin Edwards Inc. 0.07% Reduce -5.1% 43,182 $4.6M
SBI Securities Co., Ltd. 0.14% — 43,162 $4.6M
Resolute Advisors LLC 0.92% Add +1.9% 43,150 $4.6M
Cary Street Partners Financial LLC 0.15% — 42,614 $4.5M
Avantax Advisory Services, Inc. 0.03% Add +2.0% 42,526 $4.5M
EFG Asset Management (North America) Corp. 0.62% Add +9.3% 42,452 $4.5M
Sepio Capital, LP 0.36% Reduce -0.3% 42,455 $4.5M
M&T Bank Corp 0.01% Reduce -0.6% 41,816 $4.4M
SteelPeak Wealth, LLC 0.18% Reduce -1.0% 41,795 $4.4M
Nellore Capital Management LLC 0.58% No change 41,590 $4.4M
Crossmark Global Holdings, Inc. 0.08% Reduce -1.9% 41,319 $4.4M
Westside Investment Management, Inc. 0.92% Reduce -3.2% 40,970 $4.4M
PDT Partners, LLC 0.38% No change 40,800 $4.3M
Norden Group LLC 0.49% Reduce -6.7% 40,452 $4.3M
Vanguard Personalized Indexing Management, LLC 0.06% Add +14.7% 40,192 $4.3M
Independent Solutions Wealth Management, LLC 0.93% Add +1.9% 39,873 $4.2M
Principal Financial Group Inc. 0.00% Reduce -2.0% 39,400 $4.2M
Prairie Wealth Advisors, Inc. 1.99% Reduce -4.6% 38,845 $4.1M
Evolutionary Tree Capital Management, LLC 4.20% Reduce -5.2% 38,835 $4.1M
United Advisor Group, LLC 0.81% Reduce -3.4% 38,731 $4.1M
AMJ Financial Wealth Management 1.14% New 38,455 $4.1M
Assenagon Asset Management S.A. 0.01% Reduce -0.1% 38,300 $4.1M
APG Asset Management US Inc. 0.03% Add +4.4% 38,167 $4.1M
Baer Investment Advisory LLC 4.37% — 31,604 $4.1M
Bfsg, LLC 0.47% Reduce -0.6% 38,051 $4.0M
Orion Investment Co 1.61% Add +1.0% 37,914 $4.0M
Integrated Wealth Concepts LLC 0.05% Add +16.9% 37,491 $4.0M
Steward Partners Investment Advisory, LLC 0.04% Add +16.7% 37,342 $4.0M
Prudential Financial Inc. 0.01% Add +112.7% 36,322 $3.9M
Park Avenue Securities LLC 0.04% Add +22.6% 35,278 $3.8M
Schonfeld Strategic Advisors LLC 0.02% Add +963.6% 35,100 $3.7M
Grassi Investment Management 0.32% Reduce -5.0% 34,955 $3.7M
Logan Capital Management Inc. 0.15% Reduce -17.8% 34,330 $3.7M
Montrusco Bolton Investments Inc. 0.04% Reduce -2.7% 34,159 $3.6M
Choreo, LLC 0.05% Add +25.5% 33,770 $3.6M
Ieq Capital, LLC 0.03% Reduce -2.1% 33,849 $3.6M
Sterling Investment Advisors, Ltd. 0.87% Reduce -3.6% 33,630 $3.6M
Level Four Advisory Services, LLC 0.15% Reduce -0.7% 33,554 $3.6M
UniSuper Management Pty Ltd 0.03% Reduce -34.0% 23,200 $3.5M
Left Brain Wealth Management, LLC 1.33% Add +27.8% 33,132 $3.5M
Resolute Wealth Strategies, LLC 1.81% No change 33,125 $3.5M
Y-Intercept (Hong Kong) Ltd 0.23% New 33,034 $3.5M
Circle Wealth Management, LLC 0.07% Reduce -3.1% 32,121 $3.4M
Wolverine Trading, LLC 0.08% Add +94.1% 31,806 $3.4M
Focus Financial Network, Inc. 0.13% Reduce -9.3% 31,705 $3.4M
Grove Bank & Trust 0.47% Add +3.6% 31,522 $3.4M
Empowered Funds, LLC 0.05% Add +39.7% 31,355 $3.3M
Natural Investments, LLC 0.92% — 31,301 $3.3M
Snowden Capital Advisors LLC 0.10% Reduce -7.9% 31,275 $3.3M
B & T Capital Management DBA Alpha Capital Management 0.61% Reduce -18.4% 31,186 $3.3M
Virtu Financial LLC 0.18% New 31,174 $3.3M
Dynasty Wealth Management, LLC 0.06% Add +1.9% 31,001 $3.3M
K.J. Harrison & Partners Inc 0.52% Add +163.4% 30,630 $3.3M
HighPoint Advisor Group LLC 0.18% Add +2.6% 26,567 $3.3M
Captrust Financial Advisors 0.01% Add +5.4% 30,660 $3.3M
Gibbs Wealth Management 0.88% Add +16.9% 30,568 $3.3M
Exchange Traded Concepts, LLC 0.07% Reduce -12.4% 30,447 $3.2M
Verdence Capital Advisors LLC 0.26% Reduce -4.5% 30,383 $3.2M
Aviso Financial Inc. 0.16% Add +3.6% 30,247 $3.2M
Alerus Financial NA 0.25% Reduce -7.1% 30,137 $3.2M
Ritholtz Wealth Management 0.09% Add +10.9% 29,906 $3.2M
DAVENPORT & Co LLC 0.02% Reduce -25.1% 29,694 $3.2M
Grand Jean Capital Management Inc. 0.73% Reduce -9.1% 29,503 $3.1M
RiverPark Advisors, LLC 2.47% Reduce -27.0% 24,773 $3.1M
Independent Advisor Alliance 0.04% Reduce -4.7% 28,914 $3.1M
Biondo Investment Advisors, LLC 0.42% Add +3.5% 28,824 $3.1M
AE Wealth Management LLC 0.03% Reduce -33.8% 28,155 $3.0M
Anthracite Investment Company, Inc. 1.49% No change 28,000 $3.0M
Insigneo Advisory Services, LLC 0.30% Reduce -12.5% 27,657 $2.9M
Norris Financial Group, LLC 1.37% Reduce -1.4% 27,384 $2.9M
Oppenheimer & Co. Inc. 0.04% Reduce -19.4% 27,094 $2.9M
Marex Group Ltd 0.05% Add +7.6% 26,877 $2.9M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -9.0% 26,852 $2.9M
Boyd Watterson Asset Management LLC 0.80% Reduce -0.4% 26,664 $2.8M
Fred Alger Management, LLC 0.01% Reduce -92.8% 26,519 $2.8M
Kingsview Wealth Management, LLC 0.05% Add +12.0% 26,397 $2.8M
Acorn Financial Advisory Services Inc. 0.46% Reduce -2.8% 26,380 $2.8M
Prasad Wealth Partners, LLC 0.89% — 25,843 $2.7M
Intellectus Partners, LLC 0.61% No change 25,837 $2.7M
Apexium Financial, LP 0.17% Add +0.0% 25,812 $2.7M
Abn Amro Investment Solutions 0.05% Reduce -30.5% 25,685 $2.7M
Tudor Investment Corporation 0.03% Add +36.7% 25,528 $2.7M
China Universal Asset Management Co., Ltd. 0.25% Reduce -23.4% 25,500 $2.7M
V2 Financial group LLC 1.65% Reduce -2.9% 25,492 $2.7M
Wedbush Securities Inc. 0.10% Add +1.0% 25,304 $2.7M
Parallel Advisors, LLC 0.06% Reduce -2.7% 25,267 $2.7M
Jeppson Wealth Management, LLC 0.97% Reduce -1.0% 25,227 $2.7M
Lido Advisors, LLC 0.02% Add +12.4% 25,226 $2.7M
Parallax Volatility Advisers, L.P. 0.07% Add +172.5% 25,070 $2.7M
Avanza Fonder AB 0.08% — 24,907 $2.6M
Sowell Financial Services LLC 0.14% Add +2.6% 24,798 $2.6M
Next Century Growth Investors LLC 0.20% Add +47.7% 24,783 $2.6M
Capital Markets Trading UK LLP 1.56% Add +516.5% 24,703 $2.6M
Nia Impact Advisors, LLC 0.85% New 24,536 $2.6M
Bristlecone Advisors, LLC 0.20% Reduce -2.8% 24,417 $2.6M
Independent Financial Group, LLC 0.09% Add +5.9% 24,324 $2.6M
Certuity, LLC 0.28% Add +21.0% 24,217 $2.6M
Legal Advantage Investments, Inc. 1.36% Reduce -1.2% 24,210 $2.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.30% Add +137.8% 24,205 $2.6M
Alps Advisors Inc. 0.02% Reduce -18.6% 24,185 $2.6M
Entropy Technologies, LP 0.26% New 23,978 $2.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -10.6% 23,816 $2.5M
Voya Investment Management LLC 0.00% Reduce -90.0% 23,570 $2.5M
Keybank National Association 0.01% Add +6.6% 22,963 $2.4M
IFP Advisors, Inc 0.08% Add +15.3% 22,929 $2.4M
Vise Technologies, Inc. 0.20% Add +37.3% 22,837 $2.4M
Mutual Advisors, LLC 0.07% Reduce -5.5% 23,329 $2.4M
Harbor Capital Advisors, Inc. 0.11% Reduce -34.0% 22,647 $2.4M
Cigna Investments Inc. 0.42% Add +0.4% 22,601 $2.4M
J. Goldman & Co LP 0.08% New 22,593 $2.4M
Malaga Cove Capital, LLC 0.94% Reduce -3.6% 22,584 $2.4M
World Investment Advisors 0.07% Add +76.9% 22,559 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -9.1% 22,251 $2.4M
Citizens Financial Group Inc. 0.05% Reduce -50.5% 22,228 $2.4M
Fairfield, Bush & Co. 1.38% Add +6.0% 22,009 $2.3M
Tobam 0.69% Add +392.1% 14,782 $2.3M
Avitas Wealth Management LLC 0.31% Reduce -0.6% 21,239 $2.3M
Compound Planning, Inc. 0.11% Add +36.4% 21,211 $2.3M
Brighton Jones LLC 0.07% Add +2.8% 21,176 $2.3M
Arete Wealth Advisors, LLC 0.16% Add +194.5% 20,976 $2.2M
Wellington Shields & Co., LLC 0.68% Reduce -2.7% 21,003 $2.2M
Schechter Investment Advisors, LLC 0.17% Reduce -3.1% 20,803 $2.2M
Knollwood Investment Advisory, LLC 0.23% No change 20,710 $2.2M
Calamos Wealth Management LLC 0.11% Add +67.5% 20,517 $2.2M
Natixis Investment Managers International 0.17% Reduce -5.1% 20,453 $2.2M
Good Life Advisors, LLC 0.16% Reduce -3.1% 20,431 $2.2M
Moore Capital Management, LP 0.04% Add +129.4% 20,255 $2.2M
Valeo Financial Advisors, LLC 0.06% Add +16.1% 20,077 $2.1M
Weinberger Asset Management, Inc 0.89% No change 20,020 $2.1M
Diker Management LLC 1.84% Add +25.0% 20,000 $2.1M
Private Wealth Partners, LLC 0.16% Add +0.3% 19,995 $2.1M
Chicago Partners Investment Group LLC 0.07% Reduce -17.3% 19,671 $2.1M
Alta Wealth Advisors LLC 0.92% Add +1.1% 19,734 $2.1M
J.W. Cole Advisors, Inc. 0.08% Reduce -9.7% 19,677 $2.1M
Shell Asset Management Co. 0.09% Add +2.3% 19,608 $2.1M
MSA Advisors, LLC 0.52% No change 19,500 $2.1M
Atala Financial Inc 1.44% — 19,356 $2.1M
Personal Cfo Solutions, LLC 0.40% Reduce -1.4% 19,340 $2.1M
Savoie Capital LLC 0.24% New 19,300 $2.1M
Keystone Investors Pte Ltd. 0.14% New 19,270 $2.0M
Douglass Winthrop Advisors, LLC 0.04% Reduce -3.0% 19,055 $2.0M
Highland Capital Management, LLC 0.12% Reduce -2.1% 19,030 $2.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 17,221 $2.0M
O'Neil Global Advisors, Inc. 0.59% New 18,980 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -2.3% 18,799 $2.0M
Merit Financial Group, LLC 0.04% Add +76.5% 18,761 $2.0M
Candriam S.C.A. 0.01% Reduce -8.9% 18,710 $2.0M
Putney Financial Group LLC 1.76% — 18,571 $2.0M
Sequoia Financial Advisors, LLC 0.02% Add +1.4% 18,454 $2.0M
Uhlmann Price Securities, LLC 1.48% Reduce -4.9% 18,448 $2.0M
Annis Gardner Whiting Capital Advisors, LLC 0.55% Reduce -1.9% 18,346 $2.0M
Financial Perspectives, Inc 0.65% No change 18,222 $1.9M
Bleakley Financial Group, LLC 0.06% Add +5.3% 18,011 $1.9M
Mgo One Seven LLC 0.07% Add +9.3% 18,008 $1.9M
Prospera Financial Services Inc 0.04% Reduce -14.7% 17,915 $1.9M
Montag A & Associates Inc. 0.09% Add +0.0% 17,868 $1.9M
Mirabella Financial Services LLP 0.18% New 17,898 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -7.9% 17,837 $1.9M
Titleist Asset Management, LLC 0.22% Reduce -12.7% 17,764 $1.9M
Strategic Advisors LLC 0.34% Reduce -0.8% 17,745 $1.9M
Triton Financial Group Inc 1.18% No change 17,714 $1.9M
CAP Partners, LLC 1.32% Add +2.0% 17,672 $1.9M
Bouvel Investment Partners, LLC 0.67% Add +1.0% 17,552 $1.9M
Huntleigh Advisors, Inc. 0.40% — 17,405 $1.9M
Penserra Capital Management LLC 0.03% Add +0.3% 17,377 $1.8M
Caprock Group, LLC 0.06% Add +13.5% 17,303 $1.8M
Global Wealth Management Investment Advisory, Inc. 0.38% Reduce -29.6% 17,169 $1.8M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.05% Reduce -31.8% 17,050 $1.8M
Nvwm, LLC 0.46% Reduce -6.6% 17,059 $1.8M
Achmea Investment Management B.V. 0.03% Reduce -81.2% 17,037 $1.8M
Riverpark Capital Management LLC 3.16% Reduce -27.6% 16,988 $1.8M
Harbour Investments, Inc. 0.05% Reduce -0.8% 16,958 $1.8M
Vident Advisory, LLC 0.03% Reduce -8.5% 16,945 $1.8M
Venturi Wealth Management, LLC 0.09% Add +37.0% 16,892 $1.8M
Wealthfront Advisers LLC 0.01% Add +16.1% 16,735 $1.8M
Hilltop Holdings Inc. 0.11% Add +34.7% 16,645 $1.8M
Cypress Wealth Services, LLC 0.35% Add +3.5% 16,515 $1.8M
Sigma Planning Corp 0.05% Add +3.0% 16,410 $1.7M
TD Private Client Wealth LLC 0.05% Add +5.9% 16,281 $1.7M
Three Seasons Wealth, LLC 0.84% Add +13.0% 16,203 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Add +16.3% 16,055 $1.7M
Griffin Asset Management, Inc. 0.20% Add +1.8% 15,925 $1.7M
Guardian Partners Inc. 0.17% — 15,625 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -1.9% 15,765 $1.7M
Vontobel Holding Ltd. 0.01% Reduce -4.2% 15,748 $1.7M
Evelyn Partners Investment Management LLP 0.05% — 15,712 $1.7M
Kennedy Investment Group, Inc. 0.75% Reduce -12.6% 15,665 $1.7M
GPS Wealth Strategies Group, LLC 0.21% Add +1.1% 15,649 $1.7M
Claret Asset Management Corp 0.26% Reduce -4.2% 15,524 $1.7M
Pallas Capital Advisors LLC 0.07% No change 15,501 $1.6M
Americana Partners, LLC 0.07% Reduce -1.2% 15,366 $1.6M
SWS Partners 0.49% Reduce -37.7% 15,257 $1.6M
Clearstead Advisors, LLC 0.02% Reduce -2.6% 15,111 $1.6M
Pitcairn Co. 0.09% Reduce -8.0% 15,046 $1.6M
Woodward Diversified Capital, LLC 1.17% Reduce -9.3% 15,035 $1.6M
Allworth Financial LP 0.01% Add +16.6% 15,003 $1.6M
Simplex Trading, LLC 0.04% Add +2512.7% 14,814 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -6.0% 14,721 $1.6M
Wealthspire Advisors, LLC 0.02% Add +3.9% 14,677 $1.6M
ABN AMRO Bank N.V. 0.02% Reduce -6.3% 14,782 $1.6M
Gerber Kawasaki Wealth & Investment Management 0.07% Add +5.7% 14,624 $1.6M
International Assets Investment Management, LLC 0.13% Add +0.5% 14,316 $1.5M
Baker Tilly Wealth Management, LLC 0.60% Add +3.2% 14,437 $1.5M
Empower Advisory Group, LLC 0.01% Reduce -6.1% 14,433 $1.5M
Quantitative Investment Management, LLC 0.11% New 14,400 $1.5M
Canandaigua National Bank & Trust Co. 0.15% Reduce -1.1% 14,373 $1.5M
Savant Capital, LLC 0.01% Reduce -2.6% 14,363 $1.5M
Means Investment Co., Inc. 0.16% No change 14,175 $1.5M
Copperwynd Financial, LLC 0.41% Add +0.1% 13,943 $1.5M
Great Valley Advisor Group, Inc. 0.03% Reduce -0.4% 13,909 $1.5M
Oder Investment Management, LLC 1.23% Reduce -4.6% 13,908 $1.5M
Cornerstone Wealth Management, LLC 0.10% Add +15.5% 13,900 $1.5M
Fiduciary Alliance LLC 0.15% Add +13.2% 13,865 $1.5M
Intrinsic Value Partners, LLC 1.48% Reduce -0.1% 13,831 $1.5M
Interchange Capital Partners, LLC 0.53% Reduce -6.0% 13,795 $1.5M
Nilsine Partners, LLC 0.16% Reduce -0.2% 13,750 $1.5M
Semanteon Capital Management, LP 0.78% New 13,643 $1.5M
Corrado Advisors, LLC 0.94% No change 13,595 $1.4M
Watts Gwilliam & Co., LLC 0.30% Add +53.0% 13,401 $1.4M
Gladstone Institutional Advisory LLC 0.07% Add +50.0% 13,437 $1.4M
DMC Group, LLC 1.16% Reduce -5.7% 13,412 $1.4M
Principal Securities, Inc. 0.03% Add +24.1% 13,399 $1.4M
Sunbelt Securities, Inc. 0.12% Reduce -8.4% 13,287 $1.4M
Ancora Advisors LLC 0.03% Reduce -5.3% 13,313 $1.4M
Verition Fund Management LLC 0.01% Add +71.8% 13,297 $1.4M
Avior Wealth Management, LLC 0.05% Reduce -0.1% 13,287 $1.4M
Watershed Private Wealth LLC 0.55% No change 13,188 $1.4M
Bryn Mawr Trust Advisors, LLC 0.08% Reduce -1.4% 13,127 $1.4M
Axxcess Wealth Management, LLC 0.03% Reduce -19.0% 13,120 $1.4M
Tectonic Advisors LLC 0.09% No change 13,081 $1.4M
Cwm, LLC 0.01% Reduce -7.4% 13,053 $1.4M
Arkadios Wealth Advisors 0.08% Reduce -3.4% 13,026 $1.4M
Granite Bay Wealth Management, LLC 0.51% Reduce -13.7% 13,003 $1.4M
CMT Capital Markets Trading GmbH 0.82% Reduce -74.4% 13,000 $1.4M
Evergreen Capital Management LLC 0.04% Add +9.8% 12,960 $1.4M
Diversify Advisory Services, LLC 0.08% Reduce -5.3% 13,220 $1.4M
Signal Advisors Wealth, LLC 0.15% Reduce -22.7% 12,887 $1.4M
Farther Finance Advisors, LLC 0.05% Reduce -24.8% 12,887 $1.4M
Counterpoint Mutual Funds LLC 0.17% Add +380.6% 12,867 $1.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Add +98.6% 12,644 $1.4M
Dynamic Technology Lab Private Ltd 0.22% Add +55.2% 12,790 $1.4M
ORG Partners LLC 0.19% Reduce -3.1% 12,744 $1.4M
Sumitomo Life Insurance Co. 0.03% Reduce -2.9% 12,732 $1.4M
CreativeOne Wealth, LLC 0.04% Add +123.7% 12,643 $1.3M
Qtron Investments LLC 0.19% No change 12,547 $1.3M
JAT Capital Mgmt LP 0.23% New 12,500 $1.3M
Cim, LLC 0.19% New 12,352 $1.3M
MAI Capital Management 0.01% Add +6.5% 12,341 $1.3M
Ted Buchan & Co 0.62% New 12,326 $1.3M
Merriman Wealth Management, LLC 0.05% Reduce -26.3% 12,260 $1.3M
One Wealth Capital Management, LLC 0.65% — 12,046 $1.3M
HB Wealth Management, LLC 0.01% Add +27.8% 11,827 $1.3M
Woodstock Corp. 0.12% No change 11,790 $1.3M
Confluence Wealth Services, Inc. 0.08% Reduce -0.4% 11,775 $1.2M
Perennial Investment Advisors, LLC 0.15% Add +3.0% 11,715 $1.2M
ArrowMark Colorado Holdings LLC 0.02% No change 11,700 $1.2M
Conway Capital Management, Inc. 0.55% Add +8.3% 11,676 $1.2M
Roundview Capital LLC 0.09% No change 11,659 $1.2M
Marcum Wealth, LLC 0.11% Add +8.7% 11,598 $1.2M
Arkfeld Wealth Strategies, L.L.C. 0.56% Add +12.4% 12,056 $1.2M
Oberweis Asset Management Inc./ 0.06% New 11,500 $1.2M
Concurrent Investment Advisors, LLC 0.03% Add +6.6% 11,325 $1.2M
B.O.S.S. Retirement Advisors, LLC 0.34% New 11,321 $1.2M
Integrated Advisors Network LLC 0.06% Add +4.2% 11,308 $1.2M
United Capital Financial Advisors, LLC 0.01% Add +4.0% 11,228 $1.2M
Wrapmanager Inc. 0.31% Reduce -17.3% 11,226 $1.2M
Global Retirement Partners, LLC 0.03% Add +5.3% 11,219 $1.2M
MWA Asset Management 0.79% Reduce -3.1% 11,202 $1.2M
Wellington Shields Capital Management, LLC 0.21% Reduce -2.6% 11,200 $1.2M
Legacy Financial Advisors, Inc. 0.20% Add +7.2% 11,200 $1.2M
Quadcap Wealth Management, LLC 0.17% Add +4.1% 11,030 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -11.7% 11,029 $1.2M
PDS Planning, Inc 0.10% Add +24.9% 10,959 $1.2M
RMR Wealth Builders 0.12% Add +2.9% 10,846 $1.2M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -5.3% 10,845 $1.2M
Quest Investment Management LLC 0.13% New 10,828 $1.2M
StoneCrest Wealth Management, Inc. 0.75% Add +7.7% 10,825 $1.2M
Cherry Creek Investment Advisors, Inc. 0.56% Add +0.1% 10,731 $1.1M
Valmark Advisers, Inc. 0.02% Reduce -1.4% 10,719 $1.1M
Bayesian Capital Management, LP 0.14% Reduce -85.3% 10,600 $1.1M
Wealth Management Partners, LLC 0.49% Reduce -0.7% 10,584 $1.1M
Pacer Advisors, Inc. 0.00% Add +2.7% 10,560 $1.1M
Kovack Advisors, Inc. 0.11% Add +14.4% 10,553 $1.1M
Highview Capital Management LLC 0.43% New 10,549 $1.1M
Midwest Professional Planners, LTD. 0.33% Add +60.4% 10,540 $1.1M
Grant Private Wealth Management Inc 1.20% — 10,494 $1.1M
Masso Torrence Wealth Management Inc. 0.58% Reduce -1.8% 10,435 $1.1M
Prosperity Wealth Management, Inc. 0.45% Reduce -45.0% 10,380 $1.1M
BluePointe Capital Management, LLC 0.63% Add +5.3% 10,285 $1.1M
YANKCOM Partnership 0.58% — 10,225 $1.1M
Sheets Smith Investment Management 0.92% — 10,162 $1.1M
Wallace Advisory Group, LLC 0.74% Add +38.1% 13,358 $1.1M
Bridgefront Capital, LLC 0.36% New 10,008 $1.1M
Cypress Capital, LLC 0.30% No change 10,000 $1.1M
Creekmur Asset Management LLC 0.24% Reduce -0.8% 9,954 $1.1M
Souders Financial Advisors 0.15% Reduce -14.2% 9,933 $1.1M
GM Advisory Group, LLC 0.06% No change 9,932 $1.1M
Piar LLC 1.04% — 9,910 $1.1M
Advisory Resource Group 0.22% New 9,908 $1.1M
WINTON GROUP Ltd 0.07% Reduce -45.7% 9,881 $1.1M
Menard Financial Group LLC 0.63% Reduce -9.3% 9,829 $1.0M
Cardiff Park Advisors, LLC 0.10% No change 9,823 $1.0M
BLB&B Advisors, LLC 0.05% Reduce -6.2% 9,775 $1.0M
Institute for Wealth Management, LLC. 0.13% Add +6.9% 9,710 $1.0M
Moser Wealth Advisors, LLC 0.54% Add +2.9% 9,699 $1.0M
Abbot Financial Management, Inc. 0.51% Reduce -17.3% 9,634 $1.0M
Nicholas Investment Partners, LP 0.10% No change 9,569 $1.0M
Alpha Cubed Investments, LLC 0.05% Add +10.8% 9,562 $1.0M
Harvest Fund Management Co., Ltd 0.05% New 9,525 $1.0M
Main Street Financial Solutions, LLC 0.10% Add +19.0% 9,484 $1.0M
Peapack Gladstone Financial Corp. 0.01% Reduce -0.9% 9,463 $1.0M
Gables Capital Management Inc. 0.48% Reduce -4.1% 9,450 $1.0M
Kesler, Norman & Wride, LLC 0.22% Reduce -1.1% 9,430 $1.0M
Blueshift Asset Management, LLC 0.36% Add +71.7% 9,380 $997K
Canvas Wealth Advisors, LLC 0.25% Reduce -4.9% 9,367 $996K
Stonegate Investment Group, LLC 0.03% Reduce -72.7% 9,345 $994K
X-Square Capital, LLC 0.41% Reduce -2.8% 9,303 $989K
Zullo Investment Group, Inc. 0.40% Add +0.6% 9,301 $989K
Napa Wealth Management 0.42% New 9,237 $982K
BNP Paribas 0.01% Add +297.4% 9,076 $965K
World Equity Group, Inc. 0.21% Add +106.7% 9,062 $964K
Aptus Capital Advisors, LLC 0.01% Add +48.6% 9,004 $957K
LBMC Investment Advisors, LLC 0.07% No change 8,950 $952K
Capital Advisors Inc. 0.02% Reduce -2.3% 8,933 $950K
Wealth Alliance, LLC 0.11% Reduce -0.6% 8,921 $949K
Sound View Wealth Advisors Group, LLC 0.08% Reduce -0.2% 8,916 $948K
Arcadia Investment Management Corp. 0.15% No change 8,910 $947K
Kercheville Advisors, LLC 0.37% Reduce -13.7% 8,855 $942K
Williams Jones Wealth Management, LLC. 0.01% No change 8,818 $938K
IHT Wealth Management, LLC 0.03% Add +4.1% 8,816 $937K
Waverly Advisors, LLC 0.01% Add +185.1% 8,781 $934K
Dakota Wealth Management 0.02% Reduce -2.1% 8,731 $928K
RFG Advisory, LLC 0.03% Add +7.5% 8,706 $926K
Avestar Capital, LLC 0.08% Add +7.0% 8,703 $925K
Private Trust Co. NA 0.09% Reduce -2.1% 8,671 $922K
Jacksonville Wealth Management, LLC 0.85% — 8,600 $914K
Lake Street Advisors Group, LLC 0.04% Add +242.1% 8,560 $910K
Impact Asset Management GmbH 0.36% Reduce -13.4% 8,548 $909K
Strive Asset Management, LLC 0.68% — 8,542 $908K
Roberts Capital Advisors, LLC 0.75% No change 8,423 $896K
Mayflower Financial Advisors, LLC 0.13% Reduce -4.3% 8,351 $888K
Benedict Financial Advisors Inc. 0.21% No change 8,282 $881K
Simplicity Wealth,LLC 0.18% Add +7.6% 8,241 $876K
River Street Advisors LLC 0.45% Reduce -0.1% 8,227 $875K
Brown, Lisle/Cummings, Inc. 0.26% Add +13.1% 8,220 $874K
Revolve Wealth Partners, LLC 0.13% Reduce -52.7% 8,209 $873K
Baldwin Investment Management, LLC 0.11% Reduce -10.9% 8,208 $873K
TFC Financial Management, Inc. 0.14% No change 8,181 $870K
Marks Group Wealth Management, Inc 0.08% Add +4.8% 8,110 $862K
Cravens & Co Advisors, LLC 0.66% Reduce -31.6% 8,108 $862K
Confluence Investment Management LLC 0.01% Reduce -0.2% 8,104 $862K
Viawealth, LLC 0.52% Reduce -8.5% 8,099 $861K
Foundations Investment Advisors, LLC 0.02% Add +2.6% 8,058 $857K
Woodard & Co. Asset Management Group Inc. 0.18% Reduce -0.3% 8,030 $854K
Clare Market Investments LLC 0.20% Reduce -24.3% 8,000 $851K
O'Dell Group, LLC 0.19% Reduce -9.1% 7,974 $848K
Tyler-Stone Wealth Management 0.15% Add +0.6% 7,970 $847K
Private Portfolio Partners LLC 0.15% Reduce -1.3% 7,896 $840K
Manchester Capital Management LLC 0.10% No change 7,880 $838K
Wilmington Savings Fund Society, FSB 0.01% Add +2.0% 7,832 $833K
Nebula Research & Development LLC 0.10% New 7,775 $827K
Legacy Wealth Asset Management, LLC 0.23% Reduce -4.3% 7,774 $827K
Xcel Wealth Management, LLC 0.23% No change 7,696 $818K
Quadrant Capital Group LLC 0.06% Reduce -1.6% 7,675 $816K
Danske Bank A/S 0.00% New 7,666 $815K
Grandview Asset Management LLC 0.30% Reduce -13.2% 7,619 $810K
Perigon Wealth Management, LLC 0.02% Add +6.7% 7,787 $806K
Element Pointe Advisors, LLC 0.19% No change 7,575 $805K
Csenge Advisory Group 0.04% Add +81.4% 7,526 $800K
PFG Investments, LLC 0.05% Add +15.9% 7,508 $798K
Kingswood Wealth Advisors, LLC 0.06% Add +28.4% 7,488 $796K
Lindbrook Capital, LLC 0.07% Add +2.0% 7,460 $793K
Everhart Financial Group, Inc. 0.16% Add +0.1% 7,421 $789K
Blue Barn Wealth, LLC 0.42% Reduce -5.1% 7,406 $787K
Sivia Capital Partners, LLC 0.39% Reduce -5.7% 7,403 $787K
Nadler Financial Group, Inc. 0.08% Add +3.4% 7,262 $772K
Zhang Financial LLC 0.04% Add +4.0% 7,253 $771K
Solidarity Wealth, LLC 0.20% New 7,212 $767K
Tower Research Capital LLC (TRC) 0.02% Reduce -13.4% 7,193 $765K
Traynor Capital Management, Inc. 0.06% Add +16.8% 7,190 $764K
Parkworth Wealth Management, Inc. 0.63% — 7,168 $762K
Forum Financial Management, LP 0.01% Add +70.8% 7,125 $758K
CNB Bank 0.35% Reduce -4.0% 7,102 $755K
GFG Capital, LLC 0.21% Reduce -0.7% 7,085 $753K
SlateStone Wealth, LLC 0.07% Add +8.5% 7,080 $753K
Brevan Howard Capital Management LP 0.02% New 7,050 $750K
AQR Capital Management 0.00% Add +66.0% 7,032 $748K
Spahn Wealth & Retirement LLC 0.49% — 7,013 $746K
Schwartz Investment Counsel Inc. 0.03% Reduce -12.5% 7,000 $744K
First Hawaiian Bank 0.02% New 6,996 $744K
Lantern Wealth Advisors, LLC 0.48% No change 6,950 $739K
Horst & Graben Wealth Management LLC 0.13% Add +68.3% 6,917 $735K
Correct Capital Wealth Management 0.15% Add +1.8% 6,893 $733K
Fiduciary Trust Co 0.01% Add +0.2% 6,860 $729K
StoneX Group Inc. 0.04% Reduce -16.4% 6,852 $729K
Brown Brothers Harriman & Co. 0.01% Add +100.1% 6,840 $727K
Fifth Third Bancorp 0.00% Reduce -18.5% 6,810 $724K
Harbour Capital Advisors, LLC 0.16% Reduce -1.1% 6,610 $722K
Brucke Financial, Inc. 0.62% — 6,151 $718K
Birch Financial Group, LLC 0.81% — 6,744 $717K
Syon Capital LLC 0.06% Add +3.6% 6,726 $715K
Eventide Asset Management, LLC 0.01% Reduce -53.6% 6,712 $714K
Moneco Advisors, LLC 0.07% Reduce -3.8% 6,685 $711K
Evoke Wealth, LLC 0.02% Add +2.8% 6,611 $703K
Freedom Investment Management, Inc. 0.06% Reduce -44.3% 6,606 $702K
Salvus Wealth Management, LLC 0.45% Add +2.9% 6,585 $700K
Guggenheim Capital LLC 0.01% Reduce -39.5% 6,580 $700K
Rialto Wealth Management, LLC 0.23% — 6,568 $698K
Lakeridge Wealth Management LLC 0.36% No change 6,559 $697K
FAS Wealth Partners, Inc. 0.06% Reduce -23.0% 6,553 $697K
Garrison Point Advisors, LLC 0.33% No change 6,545 $696K
Lake Street Private Wealth, LLC 0.11% Reduce -14.4% 6,510 $692K
Nichols & Pratt Advisers LLP 0.05% No change 6,500 $691K
LexAurum Advisors, LLC 0.14% Reduce -0.8% 6,474 $688K
2UniFi Bank 0.46% — 6,460 $687K
Fiera Capital Corp 0.00% Reduce -5.9% 6,451 $686K
First Horizon Advisors, Inc. 0.02% Reduce -0.6% 6,444 $685K
Accredited Investors Inc. 0.04% Reduce -0.6% 6,421 $683K
Ascentis Wealth Management, LLC 0.24% Add +9.3% 6,410 $682K
Focused Wealth Management, Inc 0.09% Reduce -12.0% 6,398 $680K
Strategic Blueprint, LLC 0.04% Add +1.3% 6,386 $679K
Gilbert & Cook, Inc. 0.10% Reduce -2.8% 6,349 $675K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -14.0% 6,320 $672K
Lazari Capital Management, Inc. 0.27% Add +1.4% 6,315 $671K
NFSG Corp 0.17% Add +5.2% 6,302 $670K
Leonteq Securities AG 0.07% Reduce -39.7% 4,220 $669K
Clear Creek Financial Management, LLC 0.07% Reduce -13.2% 6,260 $666K
Miller Financial Services LLC 0.56% — 6,244 $664K
Centurion Wealth Management LLC 0.21% Reduce -3.8% 6,236 $663K
TBH Global Asset Management, LLC 0.16% No change 6,202 $659K
Three Magnolias Financial Advisors, LLC 0.69% — 6,200 $659K
Beverly Hills Private Wealth, LLC 0.13% Reduce -1.8% 6,193 $659K
Sandy Spring Bank 0.03% No change 6,186 $658K
Toth Financial Advisory Corp. 0.08% Add +0.3% 6,152 $654K
AA Financial Advisors, LLC 0.17% Add +1.4% 6,139 $653K
Gill Capital Partners, LLC 0.23% Add +0.0% 6,134 $652K
Soltis Investment Advisors LLC 0.06% Add +115.5% 6,062 $645K
Henshaw Capital LLC 0.03% Reduce -21.9% 6,061 $644K
Legacy Advisory Services, LLC 0.54% Reduce -4.8% 6,000 $638K
BBR Partners, LLC 0.04% No change 6,000 $638K
NorthRock Partners, LLC 0.02% Reduce -5.9% 5,999 $638K
HBK Sorce Advisory LLC 0.02% Add +11.3% 5,979 $636K
West Family Investments, Inc. 0.22% Reduce -2.0% 5,973 $635K
Garner Asset Management Corp 0.29% No change 5,962 $634K
Moors & Cabot, Inc. 0.03% Reduce -9.7% 5,945 $632K
GK Wealth Management LLC 0.80% — 5,939 $631K
Castleview Partners, LLC 0.34% Reduce -11.6% 5,858 $630K
Schorn Wealth LLC 0.20% New 5,921 $630K
Congress Park Capital LLC 0.23% Reduce -6.8% 5,875 $625K
WMS Partners, LLC 0.03% No change 5,856 $623K
Prosperity Consulting Group, LLC 0.05% New 5,820 $619K
180 Wealth Advisors, LLC 0.10% Reduce -0.7% 5,806 $617K
Breakwater Capital Group 0.12% No change 5,790 $616K
Diligent Investors, LLC 0.14% Reduce -0.8% 5,777 $614K
U.S. Capital Wealth Advisors, LLC 0.02% New 5,724 $609K
New World Advisors LLC 0.15% Reduce -1.8% 5,719 $608K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +105.8% 5,715 $608K
Ameritas Advisory Services, LLC 0.02% Reduce -40.6% 5,712 $607K
Gagnon Securities LLC 0.12% Reduce -22.2% 5,709 $607K
Triumph Capital Management 0.21% Reduce -42.6% 5,695 $606K
Plancorp, LLC 0.02% No change 5,692 $605K
Pinebridge Investments, L.P. 0.00% Add +0.9% 3,946 $604K
PUREfi Wealth, LLC 0.59% — 5,674 $603K
Argent Trust Co 0.02% New 5,674 $603K
Guardian Asset Advisors, LLC 0.38% Add +0.7% 5,622 $598K
Investment House LLC 0.03% No change 5,600 $595K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -1.3% 5,583 $594K
Choate Investment Advisors 0.01% New 5,577 $593K
Creative Financial Designs Inc. 0.05% Add +4.7% 5,495 $584K
GeoWealth Management, LLC 0.02% Reduce -13.3% 5,469 $582K
KG Capital Management 0.19% Reduce -22.3% 5,439 $578K
Pachira Investments Inc. 0.35% Add +0.5% 5,404 $577K
Graypoint LLC 0.03% Reduce -13.8% 5,403 $575K
Mission Wealth Management, LP 0.01% Reduce -3.4% 5,389 $573K
Johnson Investment Counsel Inc. 0.01% Reduce -12.9% 5,383 $572K
SLT Holdings LLC 0.55% — 5,375 $572K
Alan B Lancz & Associates, Inc. 0.58% Reduce -15.8% 5,350 $569K
Great Diamond Partners, LLC 0.15% Reduce -2.4% 5,345 $568K
Clarity Wealth Advisors, LLC 0.15% No change 5,335 $567K
Rede Wealth, LLC 0.22% Reduce -1.0% 5,312 $565K
Obermeyer Wealth Partners 0.03% Add +7.7% 5,307 $564K
Claro Advisors Inc. 0.08% Reduce -6.7% 5,306 $564K
Octavia Wealth Advisors, LLC 0.07% Reduce -4.9% 5,296 $563K
SVB Wealth LLC 0.01% New 5,296 $563K
Ashton Thomas Private Wealth, LLC 0.02% New 5,275 $561K
UMB Bank, n.a. 0.01% Reduce -4.8% 5,266 $560K
Whittier Trust Co. 0.01% Add +4.0% 5,262 $560K
Petra Financial Advisors Inc. 0.38% New 5,247 $558K
Nomura Holdings Inc. 0.00% Reduce -84.0% 5,237 $557K
One Wealth Management Investment & Advisory Services, LLC 0.88% Add +0.5% 5,235 $557K
Synovus Financial Corp. 0.01% Reduce -13.8% 5,169 $550K
Pembroke Management, LTD 0.07% Reduce -26.9% 3,589 $549K
Sagespring Wealth Partners, LLC 0.01% — 5,140 $547K
Focus Partners Advisor Solutions, LLC 0.01% Add +0.1% 5,138 $546K
QRG Capital Management, Inc. 0.01% Add +79.9% 5,104 $543K
Westmount Partners, LLC 0.16% Add +1.2% 5,072 $539K
Winthrop Advisory Group LLC 0.06% Reduce -4.8% 5,070 $539K
Seven Mile Advisory 0.34% Add +2.3% 5,068 $539K
Keystone Wealth Services, LLC 0.14% Add +10.9% 5,059 $538K
Total Clarity Wealth Management, Inc. 0.17% Add +12.6% 5,057 $538K
Clay Northam Wealth Management, LLC 0.35% Add +0.8% 5,036 $535K
Prospect Financial Services LLC 0.29% Add +40.2% 5,033 $535K
Realta Investment Advisors 0.22% Reduce -14.7% 4,885 $534K
Berbice Capital Management LLC 0.43% — 5,013 $533K
JGP Wealth Management, LLC 0.07% No change 5,006 $532K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.21% New 4,999 $532K
Doliver Advisors, LP 0.15% Reduce -15.5% 4,996 $531K
Checchi Capital Advisers, LLC 0.04% Add +4.4% 4,983 $530K
Jacobi Capital Management LLC 0.04% No change 4,977 $529K
Fullcircle Wealth LLC 0.22% Reduce -0.7% 4,130 $527K
Nations Financial Group Inc, /Ia/ 0.04% Add +4.2% 4,955 $527K
Howland Capital Management LLC 0.02% Add +2.0% 4,949 $526K
Concourse Financial Group Securities, Inc. 0.03% Reduce -33.3% 4,940 $525K
Coldstream Capital Management Inc. 0.01% Add +19.0% 4,927 $524K
First Command Advisory Services, Inc. 0.01% No change 4,920 $523K
Sand Hill Global Advisors, LLC 0.02% No change 4,914 $523K
Guardian Wealth Advisors, LLC / NC 0.04% Add +25.1% 4,899 $521K
Veltria Advisors Corp. 0.22% Reduce -17.3% 4,894 $520K
Objectivity Squared, LLC 0.36% No change 4,997 $518K
Harrington Investments, INC 0.28% New 4,807 $511K
Montgomery Investment Management Inc. 0.20% No change 4,800 $510K
Redwood Financial Network Corp 0.38% Reduce -3.6% 4,794 $510K
Callan Capital, LLC 0.04% Reduce -8.4% 4,793 $510K
Regatta Capital Group, LLC 0.10% Reduce -15.1% 4,793 $510K
Heritage Investors Management Corp. 0.02% Add +1.6% 4,776 $508K
FWG Investments, LLC. 0.39% Reduce -24.9% 4,767 $507K
Evanson Asset Management, LLC 0.03% Reduce -1.5% 4,761 $506K
GC Wealth Management RIA, LLC 0.09% Reduce -9.5% 4,718 $502K
KRS Capital Management, LLC 0.35% No change 4,715 $501K
Naples Global Advisors, LLC 0.05% Add +22.2% 4,709 $501K
Capital Asset Advisory Services LLC 0.02% Reduce -8.2% 4,565 $499K
Capital Investment Advisory Services, LLC 0.05% Add +0.1% 4,621 $491K
Impact Capital Partners LLC 0.17% — 4,617 $491K
Wealth Architects, LLC 0.06% Reduce -0.3% 4,606 $490K
First United Bank & Trust 0.18% Add +2.2% 4,590 $488K
Essex LLC 0.10% No change 4,582 $487K
Asahi Life Asset Management Co., LTD. 0.30% New 4,570 $486K
Nautilus Advisors LLC 0.39% — 4,570 $486K
Greystone Financial Group, LLC 0.08% Add +0.8% 4,567 $486K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -3.7% 4,560 $485K
Optimum Investment Advisors 0.21% Add +14.8% 4,547 $483K
Clarius Group, LLC 0.03% Reduce -7.9% 4,540 $483K
Platform Technology Partners 0.15% Reduce -7.5% 4,535 $482K
Cyrus J. Lawrence, LLC 0.09% No change 4,510 $479K
Caitong International Asset Management Co., Ltd 0.47% — 4,477 $476K
Root Financial Partners, LLC 0.06% Add +18.4% 4,437 $472K
Pinnacle Associates Ltd. 0.01% Add +25.8% 4,421 $470K
Cornerstone Enterprises, LLC 0.28% Reduce -21.2% 4,412 $469K
Ballentine Partners, LLC 0.01% Reduce -15.3% 4,388 $467K
Harbor Investment Advisory, LLC 0.04% Add +5.7% 4,386 $466K
Tacita Capital Inc 0.33% New 4,348 $462K
Whalen Wealth Management Inc. 0.32% New 4,339 $461K
Barlow Wealth Partners, LLC 0.06% Reduce -0.6% 4,425 $461K
SeaCrest Wealth Management, LLC 0.05% Reduce -17.1% 4,332 $461K
Whitaker-Myers Wealth Managers, LTD. 0.13% New 4,313 $459K
CWA Asset Management Group, LLC 0.02% Add +3.6% 4,282 $455K
Ceera Investments, LLC 0.16% No change 4,270 $454K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.2% 4,261 $453K
AdvisorNet Financial, Inc 0.04% Reduce -2.3% 4,210 $448K
Sheets Smith Wealth Management 0.05% New 4,207 $447K
New Insight Wealth Advisors 0.22% No change 4,196 $446K
Banque Transatlantique SA 0.01% — 4,200 $444K
Kirtland Hills Capital Management, LLC 0.28% Add +12.8% 4,164 $443K
Evercore Wealth Management, LLC 0.01% Add +0.1% 4,145 $441K
NWF Advisory Services Inc. 0.06% New 4,136 $440K
Laidlaw Wealth Management LLC 0.19% New 4,129 $439K
Cornerstone Wealth Group, LLC 0.04% Add +0.5% 4,120 $438K
Financial Advisors Network, Inc. 0.07% — 4,082 $434K
Sax Wealth Advisors, LLC 0.03% Add +49.4% 4,076 $433K
Secure Asset Management, LLC 0.07% Reduce -1.2% 4,070 $433K
Geneos Wealth Management Inc. 0.02% Add +8.5% 4,069 $433K
Keudell/Morrison Wealth Management 0.11% Reduce -1.3% 4,055 $431K
LM Advisors LLC 0.08% Reduce -10.3% 4,036 $429K
Conservest Capital Advisors, Inc. 0.04% Reduce -9.1% 4,020 $427K
Capital Investment Advisors, LLC 0.01% Reduce -4.2% 4,003 $426K
Moneta Group Investment Advisors LLC 0.01% Reduce -2.1% 4,002 $425K
M.E. Allison & Co., Inc. 0.47% — 4,000 $425K
Tru Independence Asset Management 2, LLC 0.35% No change 4,000 $425K
PFG Advisors 0.03% Reduce -6.3% 3,999 $425K
Vance Wealth, LLC 0.16% Add +1.0% 3,993 $425K
City National Bank of Florida 0.39% — 3,986 $424K
Obsidian Cio, LLC 0.08% Add +4.8% 3,973 $422K
Indie Asset Partners, LLC 0.33% Reduce -0.3% 3,970 $422K
Bedel Financial Consulting, Inc. 0.06% Reduce -17.7% 3,463 $422K
Greenleaf Trust 0.00% Add +4.9% 3,938 $419K
Bright Financial Advisors, Inc. 0.26% No change 3,936 $419K
Empirical Asset Management, LLC 0.14% Add +33.4% 5,170 $413K
Moseley Investment Management Inc. 0.16% Reduce -35.2% 3,880 $413K
Round Rock Advisors LLC 0.08% No change 3,880 $413K
Rhumbline Advisers 0.00% Reduce -11.7% 3,876 $412K
PSI Advisors, LLC 0.12% Reduce -14.8% 3,869 $411K
IPG Investment Advisors LLC 0.09% Reduce -23.0% 3,863 $411K
Capula Management Ltd 0.00% New 3,861 $411K
True Vision MN LLC 0.24% New 3,859 $410K
TCFG Wealth Management, LLC 0.21% Add +7.5% 3,855 $410K
DGS Capital Management, LLC 0.10% Add +9.0% 3,853 $410K
Oxford Financial Group, LTD. LLC 0.03% Reduce -17.3% 3,836 $408K
State of Wyoming 0.05% Reduce -16.6% 3,797 $404K
Ausdal Financial Partners, Inc. 0.03% Reduce -1.7% 3,783 $402K
Fortis Capital Management LLC 0.07% Reduce -1.6% 3,760 $400K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -34.7% 3,739 $398K
Brookstone Capital Management 0.01% Reduce -46.4% 3,727 $396K
Savvy Advisors, Inc. 0.05% New 3,689 $392K
Twin Peaks Wealth Advisors, LLC 0.17% Reduce -14.1% 3,680 $391K
Wealthspire Retirement, LLC 0.03% Reduce -2.7% 3,663 $389K
Kazazian Asset Management, LLC 0.31% — 3,650 $388K
Sculati Wealth Management, LLC 0.15% Reduce -3.7% 3,640 $387K
Powell Investment Advisors, LLC 0.18% No change 3,635 $387K
HBW Advisory Services LLC 0.04% Reduce -16.2% 3,613 $384K
Latitude Advisors, LLC 0.22% Reduce -3.1% 3,611 $384K
Everpar Advisors LLC 0.19% Add +27.6% 3,600 $383K
Ashford Capital Management Inc. 0.05% No change 3,600 $383K
NorthCoast Asset Management LLC 0.00% New 3,596 $382K
Gotham Asset Management 0.00% Reduce -1.2% 3,584 $381K
Composition Wealth, LLC 0.01% Reduce -8.0% 3,580 $381K
Nemes Rush Group LLC 0.05% Reduce -22.2% 3,566 $379K
Edgestream Partners, L.P. 0.02% New 3,556 $378K
FFT Wealth Management LLC 0.03% Reduce -4.8% 3,523 $375K
TFB Advisors LLC 0.11% Reduce -3.0% 3,502 $372K
Aprio Wealth Management, LLC 0.05% Add +18.8% 3,502 $372K
Glenview Trust Co 0.01% Reduce -1.4% 3,486 $371K
First Heartland Consultants, Inc. 0.04% Add +1.4% 3,467 $369K
Regions Financial Corp. 0.00% Reduce -12.8% 3,464 $368K
Cassaday & Co Wealth Management LLC 0.01% No change 3,425 $364K
Avidian Wealth Enterprises, LLC 0.02% Reduce -11.7% 3,417 $363K
Buckhead Capital Management LLC 0.12% No change 3,400 $362K
Arax Advisory Partners 0.02% Add +4.9% 3,392 $361K
Redhawk Wealth Advisors, Inc. 0.05% Add +3.3% 3,358 $357K
Formidable Asset Management, LLC 0.06% Add +1.7% 3,350 $356K
Rwa Wealth Partners, LLC 0.00% New 3,348 $356K
Sonora Investment Management Group, LLC 0.03% Add +7.3% 3,346 $356K
Aventura Private Wealth, LLC 0.19% — 3,335 $355K
Trueblood Wealth Management, LLC 0.17% Reduce -0.6% 3,313 $352K
First Merchants Corp. 0.01% Add +9.3% 3,311 $352K
Flputnam Investment Management Co. 0.01% Reduce -3.3% 3,305 $351K
White Knight Strategic Wealth Advisors, LLC 0.15% New 3,300 $351K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -6.7% 3,289 $350K
Avantax Planning Partners, Inc. 0.01% Reduce -10.7% 3,284 $349K
Turn8 Private Wealth Inc. 0.25% — 3,235 $349K
ERn Financial, LLC 0.05% New 3,280 $349K
Global Financial Private Client, LLC 0.13% Reduce -2.8% 3,273 $348K
Acima Private Wealth, LLC 0.12% No change 3,251 $346K
Saxony Capital Management, LLC 0.30% New 3,245 $345K
First Foundation Advisors 0.01% No change 3,240 $345K
Wedmont Private Capital 0.02% Reduce -0.7% 3,305 $343K
Fort Sheridan Advisors LLC 0.05% Reduce -2.5% 3,210 $341K
Ridgewood Investments LLC 0.16% Reduce -8.6% 3,208 $341K
Beacon Capital Management, LLC 0.04% Reduce -11.7% 3,201 $340K
Accurate Wealth Management, LLC 0.07% Add +0.6% 3,277 $340K
Capital A Wealth Management, LLC 0.56% — 3,196 $340K
Tradition Wealth Management, LLC 0.03% Add +0.5% 3,186 $339K
Ascent Wealth Partners, LLC 0.05% No change 3,181 $338K
Roehl & Yi Investment Advisors, LLC 0.19% — 3,180 $338K
SageView Advisory Group, LLC 0.01% New 3,178 $338K
Y.D. More Investments Ltd 0.03% Reduce -18.6% 3,161 $336K
Summit Trail Advisors, LLC 0.01% New 3,153 $335K
Oxinas Partners, LLC 0.20% No change 3,133 $333K
Wealth Alliance Advisory Group, LLC 0.07% No change 3,130 $333K
MIG Capital, LLC 0.03% New 3,130 $333K
WealthPlan Investment Management, LLC 0.03% New 3,122 $332K
Prelude Capital Management, LLC 0.03% New 3,113 $331K
OneAscent Financial Services LLC 0.03% New 3,109 $331K
Strengthening Families & Communities, LLC 0.19% Reduce -22.2% 3,099 $330K
FineMark National Bank & Trust 0.01% No change 3,093 $329K
Van Hulzen Asset Management, LLC 0.02% Reduce -3.0% 3,087 $328K
BTG Pactual Asset Management US LLC 0.04% No change 2,836 $328K
GFS Advisors, LLC 0.05% New 3,077 $327K
Resonant Capital Advisors, LLC 0.02% Reduce -12.5% 3,068 $326K
May Hill Capital, LLC 0.13% — 3,059 $325K
DLK Investment Management, LLC 0.13% No change 3,030 $322K
Keel Point, LLC 0.03% Add +14.2% 3,020 $321K
Olympiad Research LP 0.33% New 3,018 $321K
Gilliland Jeter Wealth Management LLC 0.11% Add +0.3% 3,005 $320K
Uniting Wealth Partners, LLC 0.15% — 3,000 $319K
Mindset Wealth Management, LLC 0.12% Add +20.0% 3,000 $319K
Compass Wealth Management LLC 0.08% Reduce -6.3% 3,000 $319K
Oak Harvest Investment Services 0.04% New 3,000 $319K
Sprott Inc. 0.02% New 3,000 $319K
Par Capital Management Inc. 0.01% Reduce -40.0% 3,000 $319K
Sargent Investment Group, LLC 0.05% New 3,131 $319K
Holistic Financial Partners 0.16% Reduce -1.7% 2,984 $317K
Summa Corp. 0.16% No change 2,978 $317K
Occidental Asset Management, LLC 0.05% Add +1.2% 2,964 $315K
CoreCap Advisors, LLC 0.01% Add +69.1% 2,959 $315K
Two Sigma Advisers, LP 0.00% New 2,950 $314K
Howard Bailey Securities, LLC 0.12% Reduce -42.8% 2,949 $314K
Yarger Wealth Strategies, LLC 0.18% New 2,942 $313K
Paces Ferry Wealth Advisors, LLC 0.15% Reduce -12.1% 2,930 $312K
Leeward Financial Partners, LLC 0.11% Reduce -4.3% 2,898 $308K
Flaharty Asset Management, LLC 0.04% Add +38.3% 2,890 $307K
GAMCO Investors 0.00% No change 2,880 $306K
Somerset Trust Co 0.12% New 2,878 $306K
Burns J W & Co. Inc. 0.04% Reduce -10.9% 2,850 $303K
Pinnacle Financial Partners Inc 0.01% Reduce -17.3% 3,108 $303K
Wolff Wiese Magana LLC 0.20% Reduce -4.4% 2,843 $302K
EMC Capital Management 0.17% Reduce -62.2% 2,825 $300K
Aigen Investment Management, LP 0.05% Reduce -54.5% 2,811 $299K
AssuredPartners Investment Advisors, LLC 0.06% — 2,812 $299K
Magnolia Capital Advisors LLC 0.08% New 2,794 $297K
Kathmere Capital Management, LLC 0.03% Add +2.5% 2,786 $296K
Azimuth Capital Investment Management LLC 0.01% No change 2,785 $296K
Capstone Investment Advisors, LLC 0.00% New 2,777 $295K
Simmons Bank 0.02% New 2,775 $295K
Fairman Group, LLC 0.24% No change 2,750 $292K
LVW Advisors, LLC 0.04% Reduce -12.7% 2,749 $292K
Ewa, LLC 0.11% Add +2.9% 2,744 $292K
Stark Wealth Management LLC 0.21% — 2,740 $291K
First Affirmative Financial Network 0.17% Reduce -12.8% 2,737 $291K
YHB Investment Advisors, Inc. 0.02% No change 2,736 $291K
Fort Point Capital Partners LLC 0.03% Reduce -3.6% 2,730 $290K
Verus Capital Partners, LLC 0.03% No change 2,723 $290K
Zacks Investment Management 0.00% Reduce -9.6% 2,715 $289K
Manchester Financial Inc. 0.06% No change 2,713 $288K
Elevation Point Wealth Partners, LLC 0.02% New 2,703 $287K
Transcend Capital Advisors, LLC 0.02% Add +1.2% 2,702 $287K
Compagnie Lombard Odier SCmA 0.00% Reduce -48.6% 2,700 $287K
Parr McKnight Wealth Management Group, LLC 0.04% — 2,695 $287K
Fulton Bank, N.A. 0.01% New 2,690 $286K
Potomac Fund Management Inc. 0.02% — 2,679 $285K
Hexagon Capital Partners LLC 0.05% Add +213.0% 2,670 $284K
Baader Bank Aktiengesellschaft 0.03% Reduce -58.9% 2,658 $283K
Evolution Wealth Advisors, LLC 0.05% Reduce -3.3% 2,653 $282K
Annex Advisory Services, LLC 0.01% New 2,650 $282K
Diversified Trust Co. 0.01% New 2,625 $279K
Central Asset Investments & Management Holdings (HK) Ltd 0.18% New 2,624 $279K
Rye Brook Capital LLC 0.33% New 2,620 $279K
CRA Financial Services, LLC 0.05% Reduce -3.7% 2,620 $279K
Bartlett & Co. Wealth Management LLC 0.00% Add +52.9% 2,600 $276K
Tidemark, LLC 0.11% Add +3.6% 2,592 $276K
Schaper Benz & Wise Investment Counsel Inc. 0.02% No change 2,590 $275K
Angeles Investment Advisors, LLC 0.01% Reduce -75.1% 2,587 $275K
Wealth Effects LLC 0.10% No change 2,575 $274K
Fifth Third Wealth Advisors LLC 0.01% New 2,569 $273K
Bordeaux Wealth Advisors LLC 0.04% New 2,555 $272K
Maia Wealth LLC 0.06% New 2,529 $272K
Worth Asset Management, LLC 0.14% Reduce -22.5% 2,547 $271K
Redwood Investments, LLC 0.07% New 2,544 $271K
Gulf International Bank (UK) Ltd 0.01% Reduce -28.0% 2,544 $270K
BSW Wealth Partners 0.04% New 2,531 $269K
Roman Butler Fullerton & Co. 0.08% Reduce -4.8% 2,481 $266K
Hummer Financial Advisory Services Inc 0.21% No change 2,500 $266K
Birinyi Associates Inc. 0.07% New 2,500 $266K
SP Asset Management LLC 0.02% No change 2,500 $266K
Lantz Financial LLC 0.07% Reduce -6.1% 2,490 $265K
Forefront Wealth Partners, LLC 0.20% — 2,481 $264K
Willis Johnson & Associates, Inc. 0.02% Reduce -11.4% 2,475 $263K
Altfest L J & Co. Inc. 0.03% New 2,471 $263K
SouthState Bank Corp 0.02% Add +2.9% 2,470 $263K
Cordgrass Capital Advisors, LLC 0.08% New 2,468 $262K
Ferguson Wellman Capital Management, Inc. 0.01% New 2,450 $261K
Cromwell Holdings LLC 0.15% Add +18.9% 2,442 $260K
Freestone Capital Holdings, LLC 0.01% New 2,437 $259K
Pure Financial Advisors, LLC 0.01% New 2,436 $259K
Frank, Rimerman Advisors LLC 0.02% New 2,435 $259K
M3 Advisory Group, LLC 0.18% New 2,430 $258K
Keystone Financial Group 0.03% New 2,238 $258K
MassMutual Private Wealth & Trust, FSB 0.01% Add +21.9% 2,418 $257K
Modern Wealth Management, LLC 0.01% New 2,401 $255K
Forte Capital LLC 0.03% Reduce -24.0% 2,401 $255K
Family Manage LLC 0.04% Reduce -9.5% 2,398 $255K
Pitti Group Wealth Management, LLC 0.26% New 2,397 $255K
Bayforest Capital Ltd 0.32% — 2,392 $254K
Reliant Investment Partners, LLC 0.23% — 2,390 $254K
Vista Investment Partners Ii, LLC 0.15% — 2,390 $254K
Signature Estate & Investment Advisors LLC 0.01% New 2,374 $252K
Full Sail Capital, LLC 0.02% New 2,373 $252K
Quintet Private Bank (Europe) S.A. 0.01% Add +6.7% 2,347 $250K
Davies Financial Advisors, Inc. 0.21% Reduce -7.9% 2,343 $249K
LifeGoal Investments, LLC 0.27% — 2,340 $249K
Gemmer Asset Management LLC 0.02% New 2,340 $249K
Strategic Financial Concepts, LLC 0.05% Reduce -15.8% 2,336 $248K
All Terrain Financial Advisors, LLC 0.10% New 2,335 $248K
Rehmann Capital Advisory Group 0.02% New 2,330 $248K
Johnson Financial Group, Inc. 0.01% Reduce -8.6% 2,120 $248K
Blodgett Wealth Advisors, LLC 0.19% New 2,325 $247K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% Reduce -26.2% 2,325 $247K
SS&H Financial Advisors, Inc. 0.09% New 2,320 $247K
Founders Financial Securities LLC 0.02% New 2,318 $246K
Visionary Wealth Advisors 0.01% New 2,314 $246K
Prosperity Financial Group, Inc. 0.12% New 2,310 $246K
WealthPLAN Partners, LLC 0.03% New 2,310 $246K
Kozak & Associates, Inc. 0.06% Reduce -58.5% 2,243 $245K
Adero Partners, LLC 0.02% New 2,303 $245K
Modera Wealth Management, LLC 0.00% New 2,289 $243K
Tyche Wealth Partners LLC 0.05% New 2,286 $243K
Embree Financial Group 0.04% New 2,283 $243K
Magnus Financial Group LLC 0.02% New 2,281 $243K
McGlone Suttner Wealth Management, Inc. 0.04% New 2,270 $241K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -36.8% 2,270 $241K
Delta Financial Group, Inc. 0.06% Reduce -18.6% 2,261 $240K
Western Financial Corp 0.13% New 2,248 $239K
Austin Private Wealth, LLC 0.02% New 2,240 $238K
Western Wealth Management, LLC 0.01% New 2,238 $238K
First National Corp. /Ma/ 0.05% New 2,230 $237K
Segment Wealth Management, LLC 0.02% New 2,230 $237K
Truefg, LLC 0.08% Reduce -11.9% 2,210 $235K
Veracity Capital LLC 0.08% New 2,191 $233K
Baron Silver Stevens Financial Advisors, LLC 0.04% New 2,189 $233K
Engineers Gate Manager LP 0.00% Reduce -85.0% 2,187 $233K
Genesis Private Wealth, LLC 0.13% — 2,180 $232K
Total Wealth Planning & Management, Inc. 0.23% — 2,179 $232K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -21.5% 2,114 $231K
EverSource Wealth Advisors, LLC 0.01% Reduce -29.4% 2,171 $231K
Stonekeep Investments, LLC 0.17% New 2,168 $230K
Post Resch Tallon Group Inc. 0.22% — 2,140 $230K
Waldron Private Wealth LLC 0.01% No change 2,164 $230K
Capstone Wealth Management Group LLC 0.17% — 2,160 $230K
SFE Investment Counsel 0.05% New 2,150 $229K
Valley Wealth Managers, Inc. 0.02% No change 2,150 $229K
Arlington Trust Co LLC 0.05% Reduce -1.4% 2,141 $228K
Spinnaker Trust 0.01% Reduce -24.7% 2,137 $227K
KPP Advisory Services LLC 0.05% New 2,123 $226K
Larson Financial Group LLC 0.01% Add +163.2% 2,121 $226K
Eastern Bank 0.00% Add +18.4% 2,120 $225K
Sunpointe, LLC 0.11% New 2,116 $225K
Womack Financial LLC 0.20% — 2,112 $225K
Hilltop National Bank 0.07% Reduce -2.7% 2,104 $224K
Davidson Kahn Capital Management, LLC 0.21% — 2,100 $223K
Goldstein Advisors, LLC 0.03% New 2,072 $220K
Newman Dignan & Sheerar, Inc. 0.06% New 2,070 $220K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -10.8% 2,066 $220K
Ballast Advisors LLC 0.07% New 2,063 $219K
Canopy Partners, LLC 0.08% New 2,061 $219K
Drive Wealth Management, LLC 0.05% New 2,058 $219K
Pacific Sage Partners, LLC 0.05% New 2,053 $218K
Mountain Capital Investment Advisors Inc. 0.05% Add +2.4% 2,110 $218K
Beacon Investment Advisory Services, Inc. 0.01% New 2,050 $218K
Trilogy Capital Inc. 0.01% New 2,030 $216K
National Wealth Management Group, LLC 0.14% Reduce -22.8% 2,020 $215K
Stonebridge Capital Advisors LLC 0.02% New 2,020 $215K
Quilter Plc 0.00% New 2,015 $214K
Park Place Capital Corp 0.06% New 2,008 $214K
Chevy Chase Trust Holdings, LLC 0.00% New 2,005 $213K
Select Asset Management & Trust 0.08% New 2,000 $213K
Abundance Wealth Counselors 0.05% New 2,000 $213K
Advisors Capital Management, LLC 0.00% New 2,001 $213K
Perkins Capital Management Inc. 0.19% Reduce -33.3% 2,000 $213K
Challenger Wealth Management 0.18% — 2,000 $213K
Basepoint Wealth LLC 0.17% New 2,000 $213K
Birchcreek Wealth Management, LLC 0.13% New 2,000 $213K
Elyxium Wealth, LLC 0.13% New 2,000 $213K
WMG Financial Advisors, LLC 0.09% New 2,000 $213K
Montecito Bank & Trust 0.04% New 2,000 $213K
Vision Capital Management, Inc. 0.03% New 2,000 $213K
Brandywine Oak Private Wealth LLC 0.02% New 2,000 $213K
Chilton Capital Management LLC 0.01% Reduce -33.5% 2,000 $213K
Smith Anglin Financial, LLC 0.02% New 1,998 $212K
Koshinski Asset Management, Inc. 0.02% New 1,991 $212K
Jamison Private Wealth Management, Inc. 0.03% Reduce -6.2% 1,980 $211K
Smith Salley Wealth Management 0.01% New 1,974 $210K
Howard Financial Services, LTD. 0.03% New 1,969 $209K
Hollencrest Capital Management 0.01% Add +9.1% 1,953 $208K
KCM Investment Advisors LLC 0.01% New 1,952 $208K
Tsfg, LLC 0.04% No change 1,950 $207K
Facet Wealth, Inc. 0.01% New 1,763 $207K
Azzad Asset Management Inc. 0.04% New 1,944 $207K
Spirepoint Private Client, LLC 0.03% New 1,937 $206K
Garden State Investment Advisory Services LLC 0.06% Reduce -27.6% 1,930 $205K
Lane & Associates LLC 0.10% New 1,739 $203K
Wellspring Financial Advisors, LLC 0.02% New 1,888 $201K
Certior Financial Group, LLC 0.18% — 1,883 $200K
Members Wealth LLC 0.15% — 1,661 $200K
MCF Advisors LLC 0.01% No change 1,840 $196K
Blue Trust, Inc. 0.00% Reduce -66.9% 1,811 $193K
Abound Wealth Management 0.06% Reduce -3.1% 1,805 $192K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +20.7% 1,750 $186K
Independence Bank of Kentucky 0.03% No change 1,750 $186K
McIlrath & Eck, LLC 0.02% No change 1,750 $186K
Sugarloaf Wealth Management, LLC 0.03% Add +53.6% 1,720 $183K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,695 $182K
Acropolis Investment Management, LLC 0.01% No change 1,700 $181K
Zions Bancorporation, N.A. 0.01% Reduce -33.6% 1,684 $179K
Kieckhefer Group LLC 0.11% — 1,650 $175K
CKW Financial Group 0.02% No change 1,637 $174K
Sava Infond d.o.o. 0.03% — 1,100 $168K
1620 Investment Advisors, Inc. 0.13% Add +4.7% 1,542 $164K
Golden State Wealth Management, LLC 0.02% — 1,529 $163K
PFS Partners, LLC 0.09% No change 1,527 $162K
Murphy & Mullick Capital Management Corp 0.15% — 1,506 $160K
Pacifica Partners Inc. 0.07% No change 1,490 $160K
S&T Bank 0.05% New 1,500 $159K
Kimelman & Baird, LLC 0.01% Reduce -25.0% 1,500 $159K
Centaurus Financial, Inc. 0.01% Add +15.4% 1,496 $159K
HUB Investment Partners, LLC 0.01% New 1,455 $155K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% No change 1,411 $150K
Tortoise Investment Management, LLC 0.02% No change 1,402 $149K
Avion Wealth 0.04% No change 1,406 $149K
Ramirez Asset Management, Inc. 0.03% No change 1,400 $149K
Hoey Investments, Inc. 0.03% New 1,390 $148K
J.Safra Asset Management Corp 0.01% New 1,376 $147K
POM Investment Strategies, LLC 0.11% No change 1,380 $147K
Asset Dedication, LLC 0.01% Reduce -40.9% 1,370 $146K
Pacific Capital Wealth Advisors, Inc. 0.02% Reduce -0.7% 1,370 $146K
CVA Family Office, LLC 0.02% Reduce -3.7% 1,304 $139K
Bank of New Hampshire 0.04% No change 1,300 $138K
Rise Advisors, LLC 0.07% Reduce -16.8% 1,294 $138K
HHM Wealth Advisors, LLC 0.02% Add +2.0% 1,286 $137K
Daiwa Securities Group Inc. 0.00% Reduce -43.4% 1,270 $135K
JFS Wealth Advisors, LLC 0.01% Add +18.4% 1,252 $133K
Gleason Group, Inc. 0.02% Reduce -20.0% 1,240 $132K
Washington Trust Advisors, Inc. 0.01% Reduce -20.0% 1,235 $131K
Physician Wealth Advisors, Inc. 0.02% New 1,233 $131K
Plante Moran Financial Advisors, LLC 0.01% No change 1,206 $128K
Pier 88 Investment Partners LLC 0.16% New 1,200 $128K
R Squared Ltd 0.12% — 1,200 $128K
Balefire, LLC 0.04% New 1,150 $124K
Trust Co. of Vermont 0.01% Add +9.9% 1,114 $118K
Old Second National Bank of Aurora 0.03% No change 1,110 $118K
Provenance Wealth Advisors, LLC 0.01% No change 1,074 $114K
Main Street Group, LTD 0.05% No change 1,050 $112K
Evermay Wealth Management LLC 0.02% No change 1,033 $110K
Investment Management Corp. /Va/ 0.10% — 1,000 $106K
Crews Bank & Trust 0.02% — 1,000 $106K
Belmont Capital, LLC 0.02% No change 1,000 $106K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 1,000 $106K
American National Bank & Trust 0.01% Reduce -1.0% 960 $102K
Highline Wealth Partners LLC 0.03% Add +7.4% 940 $100K
Mirova 0.02% Reduce -4.1% 896 $95K
Pin Oak Investment Advisors Inc. 0.09% No change 1,185 $95K
Financial Network Wealth Advisors LLC 0.18% Reduce -38.9% 889 $95K
LRI Investments, LLC 0.01% Add +9.8% 889 $94K
Richards, Merrill & Peterson, Inc. 0.05% — 885 $94K
Coppell Advisory Solutions LLC 0.01% Add +8.0% 875 $93K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +45.9% 862 $92K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -3.2% 856 $91K
Orion Capital Management LLC 0.04% New 850 $90K
Continuum Advisory, LLC 0.01% Add +234.5% 843 $90K
Stonebridge Financial Group, LLC 0.01% — 835 $89K
Anchor Investment Management, LLC 0.01% Reduce -1.9% 830 $88K
Western Pacific Wealth Management, LP 0.07% New 800 $85K
Sittner & Nelson, LLC 0.04% No change 794 $84K
CENTRAL TRUST Co 0.00% Add +0.5% 790 $84K
Aspetuck Financial Management LLC 0.06% — 780 $83K
Holos Integrated Wealth LLC 0.06% — 780 $83K
JCIC Asset Management Inc. 0.03% Add +7.0% 760 $81K
DecisionPoint Financial, LLC 0.02% No change 750 $80K
Blue Bell Private Wealth Management, LLC 0.01% Add +10.9% 730 $78K
Global Trust Asset Management, LLC 0.03% Reduce -1.4% 700 $74K
Compass Financial Services Inc 0.04% — 695 $74K
HM Payson & Co. 0.00% No change 686 $73K
PARK CIRCLE Co 0.06% No change 650 $69K
Atlatl Advisers LLC 0.04% — 650 $69K
Coston, McIsaac & Partners 0.02% No change 620 $65K
Kestra Investment Management, LLC 0.00% New 603 $64K
Hazlett, Burt & Watson, Inc. 0.03% No change 600 $64K
Modus Advisors, LLC 0.02% New 600 $64K
Salem Investment Counselors Inc. 0.00% No change 600 $64K
WPG Advisers, LLC 0.06% — 599 $64K
Addison Advisors LLC 0.02% Add +54.6% 586 $62K
Rosenberg Matthew Hamilton 0.02% Add +28.8% 586 $62K
GW&K Investment Management, LLC 0.00% No change 580 $62K
Truvestments Capital LLC 0.02% No change 567 $60K
Pilgrim Partners Asia Pte Ltd 0.05% — 560 $60K
North Star Investment Management Corp. 0.00% No change 550 $58K
S.A. Mason LLC 0.03% Reduce -6.1% 535 $57K
GAMMA Investing LLC 0.00% Reduce -10.4% 535 $57K
FWL Investment Management, LLC 0.02% New 525 $56K
Raleigh Capital Management Inc. 0.02% No change 520 $55K
Smartleaf Asset Management LLC 0.01% Add +11.2% 518 $55K
Private Wealth Management Group, LLC 0.02% No change 518 $55K
McClarren Financial Advisors, Inc. 0.15% Add +225.0% 520 $55K
Towne Trust Company, N.A 0.02% No change 500 $53K
Pension & Wealth Management Advisors, Inc. 0.02% Add +92.8% 482 $51K
Oarsman Capital, Inc. 0.01% Reduce -28.3% 458 $49K
Sierra Ocean, LLC 0.04% — 433 $46K
Hemington Wealth Management 0.01% Add +13.9% 435 $46K
HighMark Wealth Management LLC 0.03% Reduce -3.0% 428 $45K
Oliver Lagore Vanvalin Investment Group 0.01% Add +6.3% 425 $45K
Brooklyn Investment Group 0.01% No change 413 $44K
Financial Management Professionals, Inc. 0.01% Reduce -8.4% 404 $43K
Mather Group, Llc. 0.00% Add +84.8% 401 $43K
Your Advocates Ltd., LLP 0.02% No change 400 $43K
Synergy Asset Management, LLC 0.00% New 520 $42K
Sachetta, LLC 0.02% No change 372 $40K
Concord Wealth Partners 0.01% No change 368 $39K
New Wave Wealth Advisors LLC 0.02% New 366 $39K
Clean Yield Group 0.01% No change 364 $39K
SJS Investment Consulting Inc. 0.01% No change 350 $37K
GoalVest Advisory LLC 0.01% No change 347 $37K
Key Financial Inc 0.01% Add +7.5% 344 $37K
Carolinas Wealth Consulting LLC 0.01% Reduce -47.9% 341 $36K
Sumitomo Mitsui Financial Group, Inc. 0.00% New 322 $35K
Tucker Asset Management LLC 0.01% No change 327 $35K
Caldwell Trust Co 0.00% Reduce -13.4% 323 $34K
Strategic Investment Solutions, Inc. 0.01% New 435 $34K
Cullen/Frost Bankers, Inc. 0.00% Reduce -56.8% 315 $33K
Mark Sheptoff Financial Planning, LLC 0.02% Add +50.0% 300 $32K
SWAN Capital LLC 0.02% Reduce -52.4% 300 $32K
Trifecta Capital Advisors, LLC 0.01% No change 300 $32K
Central Pacific Bank - Trust Division 0.00% Reduce -24.9% 295 $31K
Fourth Dimension Wealth, LLC 0.02% — 280 $30K
WealthCollab, LLC 0.02% Add +8.1% 267 $28K
Horrell Capital Management, Inc. 0.01% Add +0.4% 264 $28K
PFG Private Wealth Management, LLC 0.02% Add +3657.1% 263 $28K
Colonial Trust Co / SC 0.00% No change 262 $28K
Laurel Wealth Advisors LLC 0.00% No change 260 $28K
Colonial Trust Advisors 0.00% Reduce -51.4% 260 $28K
Pingora Partners LLC 0.02% No change 250 $27K
Allianz SE 0.00% New 250 $27K
Caitlin John, LLC 0.02% Reduce -9.3% 244 $26K
Financial Gravity Companies, Inc. 0.01% New 241 $26K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -21.1% 240 $26K
Stephens Consulting, LLC 0.01% No change 237 $25K
Investment Research & Advisory Group, Inc. 0.01% No change 220 $23K
Medallion Wealth Advisors, LLC 0.01% — 217 $23K
Activest Wealth Management 0.01% Reduce -48.5% 210 $22K
GHP Investment Advisors, Inc. 0.00% Reduce -31.4% 210 $22K
Park Square Financial Group, LLC 0.02% — 209 $22K
Ogorek Anthony Joseph /NY/ 0.01% No change 210 $22K
City State Bank 0.01% No change 200 $21K
PrairieView Partners, LLC 0.00% No change 200 $21K
Parkside Financial Bank & Trust 0.00% Add +38.4% 191 $20K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -99.6% 190 $20K
Versant Capital Management, Inc 0.00% New 183 $19K
Cape Investment Advisory, Inc. 0.01% No change 173 $18K
Birchbrook, Inc. 0.01% No change 162 $17K
Bell Investment Advisors, Inc 0.00% Reduce -3.0% 161 $17K
Bangor Savings Bank 0.00% No change 152 $16K
Twin Lakes Capital Management, LLC 0.01% No change 150 $16K
Morton Brown Family Wealth, LLC 0.01% New 150 $16K
Tradewinds Capital Management, LLC 0.00% No change 140 $15K
SRH Advisors, LLC 0.00% No change 140 $15K
Hartford Financial Management Inc. 0.00% No change 136 $14K
Covestor Ltd 0.01% Reduce -2.9% 134 $14K
Smithfield Trust Co 0.00% No change 126 $14K
Gould Capital, LLC 0.01% No change 125 $13K
Painted Porch Advisors LLC 0.01% Add +39.3% 124 $13K
Capital Analysts, LLC 0.00% Reduce -15.2% 123 $13K
Glen Eagle Advisors, LLC 0.00% No change 122 $13K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -84.9% 121 $13K
Olistico Wealth, LLC 0.01% New 120 $13K
Stuart Chaussee & Associates, Inc. 0.00% No change 120 $13K
Hurley Capital, LLC 0.01% — 110 $12K
Ameriflex Group, Inc. 0.01% — 100 $12K
WR Wealth Planners, LLC 0.00% Reduce -12.9% 108 $11K
Sound Income Strategies, LLC 0.00% No change 108 $11K
Hager Investment Management Services, LLC 0.01% — 100 $11K
Legacy Bridge, LLC 0.01% No change 98 $10K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 95 $10K
Dogwood Wealth Management LLC 0.01% New 95 $10K
Motco 0.00% Add +264.0% 91 $10K
Kiely Wealth Advisory Group, Inc. 0.01% No change 80 $10K
Armstrong Advisory Group, Inc. 0.00% No change 90 $10K
Carolina Wealth Advisors, LLC 0.01% Add +29.0% 89 $9K
Cornerstone Planning Group LLC 0.00% Add +8.6% 88 $9K
Conquis Financial LLC 0.01% — 86 $9K
Vermillion & White Wealth Management Group, LLC 0.01% New 85 $9K
Heritage Wealth Advisors 0.00% No change 85 $9K
SOA Wealth Advisors, LLC. 0.00% New 84 $9K
Fortitude Family Office, LLC 0.00% No change 82 $9K
Centricity Wealth Management, LLC 0.01% — 80 $9K
C M Bidwell & Associates Ltd. 0.01% No change 80 $9K
Dunhill Financial, LLC 0.00% No change 80 $9K
Global Wealth Strategies & Associates 0.00% No change 80 $9K
Elequin Capital, LP 0.00% Add +77.3% 78 $8K
WASHINGTON TRUST Co 0.00% No change 76 $8K
Semmax Financial Advisors Inc. 0.00% No change 62 $8K
Fortis Group Advisors, LLC 0.00% No change 70 $7K
Capital & Planning, LLC 0.01% — 69 $7K
Cranbrook Wealth Management, LLC 0.00% New 66 $7K
Roxbury Financial LLC 0.01% — 59 $7K
Decker Retirement Planning Inc. 0.00% — 63 $7K
Lee Danner & Bass Inc. 0.00% New 61 $6K
Fairscale Capital, LLC 0.01% No change 60 $6K
Hopwood Financial Services, Inc. 0.00% — 55 $6K
Whipplewood Advisors, LLC 0.00% — 53 $6K
Lam Group, Inc. 0.00% No change 50 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% — 50 $5K
Tower View Wealth Management LLC 0.00% No change 50 $5K
Missouri Trust & Investment Co 0.00% No change 50 $5K
Bear Mountain Capital, Inc. 0.00% No change 50 $5K
AlphaMark Advisors, LLC 0.00% Reduce -33.3% 48 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -15.1% 45 $5K
CGC Financial Services, LLC 0.00% Reduce -10.0% 45 $5K
Financially Speaking Inc 0.00% — 44 $5K
American Capital Advisory, LLC 0.00% No change 40 $4K
Atwood & Palmer Inc. 0.00% No change 40 $4K
Wingate Wealth Advisors, Inc. 0.00% — 40 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $4K
Thompson Investment Management, Inc. 0.00% No change 40 $4K
Kohmann Bosshard Financial Services, LLC 0.00% New 40 $4K
NBT Bank, N.A. 0.00% No change 40 $4K
Trust Co 0.00% No change 39 $4K
Valley National Advisers Inc. 0.00% Add +6.8% 47 $4K
Retirement Wealth Solutions LLC 0.00% — 35 $4K
Granite FO LLC 0.00% No change 33 $4K
Rothschild Investment LLC 0.00% No change 33 $4K
One River Asset Management, LLC 0.00% Reduce -93.0% 30 $3K
New Millennium Group LLC 0.00% No change 30 $3K
REAP Financial Group, LLC 0.00% No change 30 $3K
Prestige Wealth Management Group LLC 0.00% No change 30 $3K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -76.1% 32 $3K
Roble, Belko & Company, Inc 0.00% No change 30 $3K
Raffa Wealth Management, LLC 0.00% Add +40.0% 28 $3K
NewSquare Capital LLC 0.00% New 26 $3K
Parvin Asset Management, LLC 0.00% — 25 $3K
ESL Trust Services, LLC 0.00% No change 25 $3K
MUFG Securities EMEA plc 0.00% Reduce -100.0% 25 $3K
Principia Wealth Advisory, LLC 0.00% — 20 $2K
Mainstream Capital Management LLC 0.00% New 20 $2K
First Financial Corp. 0.00% No change 20 $2K
Gen-Wealth Partners Inc 0.00% No change 20 $2K
Duncker Streett & Co. Inc. 0.00% No change 20 $2K
Richardson Financial Services Inc. 0.00% Reduce -50.0% 19 $2K
True Wealth Design, LLC 0.00% Add +28.6% 18 $2K
Mascoma Wealth Management LLC 0.00% New 18 $2K
Pacific Center for Financial Services 0.00% No change 18 $2K
Salomon & Ludwin, LLC 0.00% No change 16 $2K
New England Capital Financial Advisors LLC 0.00% No change 11 $1K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 10 $1K
Darwin Wealth Management, LLC 0.00% No change 10 $1K
Lanark Financial, Inc. 0.09% — 8 $941
Blume Capital Management, Inc. 0.00% No change 8 $851
GS Investments, Inc. 0.00% No change 7 $744
Talon Private Wealth, LLC 0.00% No change 7 $744
PayPay Securities Corp 0.03% Add +50.0% 6 $638
Center for Financial Planning, Inc. 0.00% No change 5 $532
High Note Wealth, LLC 0.00% New 4 $425
TD Capital Management LLC 0.00% New 4 $425
Albion Financial Group 0.00% No change 3 $319
Rakuten Securities, Inc. 0.00% No change 1 $106
Evolution Advisers, Inc. 0.00% No change 5 $0

"% of holder's portfolio" is SHOP's weight in each manager's 13F, not the share of Shopify Inc. Class A the manager owns.