Shopify Inc. Class ASHOP

13F holders, Q1 2025 (March 31)
1,479holders −10
142new positions
150sold out
14famous investors
$95.40avg. 13F price*

At the end of Q1 2025, 1,479 institutions reported holding Shopify Inc. Class A (SHOP) in their 13F filings, down 10 from Q4 2024. 142 opened new positions and 150 sold out. The largest holders were Baillie Gifford & Co. ($5.3B), Capital World Investors ($5.0B) and FMR LLC ($4.7B). 14 famous investors held it, including Cathie Wood (4.2% of ARK Investment Management's portfolio), Ron Baron (0.7% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.2% of Millennium Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions142$1.4B
Exits150$546.2M

All 13F filers, Q4 2024 → Q1 2025: 64,325,050 shares bought and 49,800,945 shares sold, net +14,524,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,479 holders

Baillie Gifford & Co. 4.66% Reduce -6.5% 55,877,748 $5.3B
Capital World Investors 0.81% Reduce -1.9% 52,101,843 $5.0B
FMR LLC 0.30% Add +12.6% 49,239,719 $4.7B
Vanguard Group Inc. 0.08% Add +1.9% 47,962,280 $4.6B
Capital International Investors 0.67% Reduce -3.3% 35,318,518 $3.4B
T. Rowe Price Associates Inc. 0.40% Reduce -18.8% 34,008,966 $3.2B
Morgan Stanley 0.21% Add +1.5% 30,040,695 $2.9B
JPMorgan Chase & Co. 0.20% Add +19.6% 28,110,871 $2.7B
Capital Research Global Investors 0.48% Reduce -1.9% 23,292,570 $2.2B
Royal Bank of Canada 0.42% Reduce -2.9% 19,545,576 $1.9B
FIL Ltd 1.53% Add +7.5% 16,956,004 $1.6B
Arrowstreet Capital, Limited Partnership 1.25% Reduce -2.2% 16,131,927 $1.5B
Polen Capital Management LLC 4.58% Reduce -10.6% 15,270,075 $1.5B
Norges Bank 0.20% Add +0.3% 14,553,802 $1.4B
Loomis Sayles & Co. L P 2.00% Reduce -1.2% 14,430,963 $1.4B
Sands Capital Management, LLC 3.95% Reduce -11.8% 12,145,821 $1.2B
Bank of Montreal 0.55% Reduce -4.8% 10,766,774 $1.0B
Franklin Resources Inc. 0.30% Reduce -4.4% 10,600,264 $1.0B
Bank of America Corp. 0.08% Add +0.2% 9,409,076 $898.4M
National Bank of Canada 1.02% Add +5.5% 9,180,345 $870.2M
Geode Capital Management, LLC 0.07% Add +27.6% 8,950,265 $856.8M
TD Asset Management Inc 0.77% Reduce -2.6% 8,809,783 $838.2M
Edgewood Management LLC 2.87% New 8,646,159 $825.5M
Mackenzie Financial Corp. 1.17% Add +19.8% 8,648,734 $822.7M
Wellington Management Group LLP 0.16% Add +64.5% 8,481,481 $808.9M
Cibc World Market Inc. 1.75% Reduce -1.4% 8,028,489 $766.6M
Artisan Partners Limited Partnership 1.21% Add +6.4% 7,802,205 $745.0M
Nuveen, LLC 0.20% — 7,007,689 $667.4M
Goldman Sachs Group Inc. 0.12% Add +92.9% 6,859,863 $655.0M
Connor, Clark & Lunn Investment Management Ltd. 2.74% Reduce -6.9% 6,602,764 $628.2M
Newlands Management Operations LLC 4.09% No change 6,325,050 $603.9M
BlackRock, Inc. 0.01% Add +8.4% 6,266,015 $598.3M
Manufacturers Life Insurance Company, The 0.56% Reduce -14.0% 6,167,782 $589.6M
Legal & General Group Plc 0.16% Add +1.6% 6,000,929 $570.9M
Canada Pension Plan Investment Board 0.55% Add +34.4% 5,943,409 $565.5M
Massachusetts Financial Services Co. 0.18% Add +21.0% 5,649,162 $539.4M
Alliancebernstein L.P. 0.19% Add +24.6% 5,554,420 $530.3M
Jennison Associates LLC 0.35% Add +324.3% 5,280,781 $504.2M
Sumitomo Mitsui Trust Group, Inc. 0.34% Reduce -0.8% 5,012,428 $478.6M
Clearbridge Investments, LLC 0.42% Reduce -14.5% 4,985,839 $476.0M
Amova Asset Management Americas, Inc. 6.13% Reduce -0.8% 4,983,349 $475.8M
ARK Investment Management 4.25% Reduce -1.4% 4,444,225 $424.3M
Durable Capital Partners LP 3.65% Add +8.2% 4,275,819 $408.3M
CIBC Asset Management Inc 1.35% Reduce -8.5% 4,283,981 $408.1M
Janus Henderson Group PLC 0.22% Reduce -0.2% 4,161,121 $402.3M
Invesco Ltd. 0.07% Add +164.8% 4,039,479 $385.7M
JARISLOWSKY, FRASER Ltd 2.39% Reduce -2.8% 3,999,810 $380.5M
Bank of Nova Scotia 0.81% Add +0.1% 3,776,820 $359.3M
Swiss National Bank 0.23% Reduce -1.9% 3,451,700 $328.6M
Scge Management, L.P. 9.32% Reduce -8.0% 3,386,000 $323.3M
Bank of New York Mellon Corp 0.06% Reduce -8.5% 3,361,164 $320.9M
HRT Financial LP 1.93% New 3,198,624 $305.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.71% Add +10.4% 2,924,549 $278.3M
Wells Fargo & Company 0.07% Add +5.8% 2,879,644 $274.9M
Ameriprise Financial Inc. 0.07% Reduce -1.9% 2,815,042 $269.9M
Sei Investments Co. 0.34% Add +9.3% 2,748,695 $262.4M
Millennium Management 0.24% Add +124.0% 2,539,108 $242.4M
Charles Schwab Investment Management Inc. 0.05% Add +1.9% 2,539,348 $241.5M
Baron Capital (BAMCO) 0.71% Reduce -2.4% 2,519,934 $240.6M
Jane Street Group, LLC 0.43% Add +476.5% 2,508,807 $239.5M
Zevenbergen Capital Investments LLC 5.62% Reduce -8.0% 2,412,839 $230.4M
Qube Research & Technologies Ltd 0.35% Add +104.7% 2,367,631 $226.0M
Winslow Capital Management, LLC 0.89% Add +3.9% 2,590,599 $222.8M
Ashe Capital Management, LP 18.66% No change 2,185,712 $208.7M
Raymond James Financial Inc. 0.08% Reduce -0.7% 2,128,354 $205.7M
Alberta Investment Management Corp 1.40% Add +0.5% 2,050,577 $195.2M
Mirova US LLC 2.31% Add +3.2% 2,034,159 $194.2M
Envestnet Asset Management Inc. 0.06% Reduce -1.9% 2,024,792 $193.3M
Deutsche Bank AG 0.07% Add +2.4% 1,974,526 $188.5M
American Century Companies Inc. 0.11% Add +31.4% 1,923,082 $183.3M
Northern Trust Corp. 0.03% Add +14.2% 1,909,712 $182.3M
Pictet Asset Management Holding SA 0.20% Reduce -13.3% 1,881,542 $179.3M
ICONIQ Capital, LLC 3.15% Add +0.0% 1,858,674 $177.5M
Mufg Securities (canada), LTD. 6.15% Add +0.1% 1,854,543 $176.4M
Toronto Dominion Bank 0.45% Reduce -31.5% 1,841,646 $175.2M
1832 Asset Management L.P. 0.33% Reduce -6.3% 1,802,230 $172.1M
Strategy Capital LLC 15.68% Reduce -4.6% 1,751,328 $167.2M
Barton Investment Management 20.27% Reduce -7.7% 1,728,376 $165.0M
Federation des caisses Desjardins du Quebec 0.79% Add +7.3% 1,672,448 $158.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -26.1% 1,648,853 $157.4M
Marshall Wace, LLP 0.20% Reduce -15.9% 1,573,375 $150.2M
Gilder Gagnon Howe & Co. LLC 1.90% Add +1.2% 1,521,462 $145.3M
Natixis Advisors, LLC 0.26% Reduce -4.1% 1,499,227 $143.1M
UBS Group AG 0.03% Reduce -18.8% 1,483,356 $141.6M
Russell Investments Group, Ltd. 0.19% Add +2.9% 1,480,439 $141.4M
Rathbones Group PLC 0.68% Add +64.8% 1,472,149 $140.6M
Federated Hermes, Inc. 0.30% Reduce -3.4% 1,447,767 $140.0M
Lord, Abbett & Co. LLC 0.51% Reduce -13.6% 1,426,562 $136.1M
Polar Capital Holdings Plc 0.83% Reduce -43.7% 1,413,899 $135.0M
Amundi 0.05% Reduce -16.9% 1,620,689 $133.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.36% Reduce -10.5% 1,395,235 $133.2M
Caisse de depot et placement du Quebec 0.27% Reduce -16.6% 1,340,230 $127.5M
Macquarie Group Ltd. 0.15% Add +10.7% 1,202,142 $119.8M
Public Investment Fund 0.61% No change 1,250,000 $119.3M
TCW Group Inc. 1.05% Reduce -0.5% 1,233,469 $117.7M
Select Equity Group, L.P. 0.50% Reduce -67.2% 1,166,979 $111.4M
LPL Financial LLC 0.04% Add +6.8% 1,162,830 $111.0M
Addenda Capital Inc. 4.04% Reduce -8.2% 798,607 $109.3M
Ensign Peak Advisors, Inc 0.21% Add +5.0% 1,129,581 $107.7M
Citigroup Inc. 0.08% Add +42.9% 1,132,482 $107.7M
Scotia Capital Inc. 0.55% Reduce -3.0% 1,084,224 $102.9M
Bessemer Group Inc. 0.18% Add +3.8% 1,059,585 $101.2M
Korea Investment CORP 0.23% Add +1.3% 1,015,583 $96.6M
Agf Management Ltd. 0.51% Reduce -37.0% 1,003,871 $95.9M
CANADA LIFE ASSURANCE Co 0.16% Reduce -0.8% 925,729 $88.0M
Susquehanna International Group, LLP 0.14% Add +137.6% 887,836 $84.8M
Schroder Investment Management Group 0.08% Reduce -4.3% 839,802 $81.2M
Aviva PLC 0.20% Add +16.2% 848,721 $80.8M
First Trust Advisors LP 0.07% Add +1.0% 826,683 $78.9M
Mitsubishi UFJ Trust & Banking Corp 0.20% Reduce -16.2% 817,090 $78.0M
William Blair Investment Management, LLC 0.22% Reduce -62.7% 802,416 $76.6M
Congress Asset Management Co. 0.53% Reduce -5.4% 748,195 $71.4M
State of Tennessee, Department of Treasury 0.27% Add +0.7% 741,888 $70.6M
Castle Hook Partners LP 1.84% Reduce -30.3% 734,150 $70.1M
Soma Equity Partners LP 3.94% Reduce -32.9% 683,601 $65.3M
Voloridge Investment Management, LLC 0.24% Reduce -42.6% 676,559 $64.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% Reduce -1.9% 670,780 $64.1M
HSBC Holdings PLC 0.04% Reduce -20.7% 654,887 $62.3M
Allspring Global Investments Holdings, LLC 0.11% Add +33.9% 636,664 $62.2M
Capital International, Inc. 0.73% Reduce -1.1% 633,643 $60.5M
Rockefeller Capital Management L.P. 0.15% Reduce -3.3% 621,355 $59.3M
Hillsdale Investment Management Inc. 3.00% Add +3.1% 620,829 $59.1M
CIBC Private Wealth Group LLC 0.12% Add +7.5% 754,363 $58.2M
Capital International Sarl 1.30% Add +1.9% 598,971 $57.2M
Public Employees Retirement System of Ohio 0.21% Reduce -10.8% 594,444 $56.8M
Dimensional Fund Advisors LP 0.01% Add +14.3% 567,389 $54.2M
TD Waterhouse Canada Inc. 0.42% Reduce -6.6% 532,405 $51.7M
NZS Capital, LLC 2.29% Reduce -1.6% 531,562 $50.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +5.8% 523,203 $50.6M
Allen Investment Management, LLC 0.57% Add +18.5% 516,334 $49.3M
DekaBank Deutsche Girozentrale 0.10% Reduce -0.3% 523,257 $48.6M
Royal London Asset Management Ltd. 0.11% Add +15.2% 504,187 $48.1M
Blair William & Co. 0.14% Add +6.2% 495,828 $47.3M
Renaissance Technologies 0.07% Reduce -68.5% 493,400 $47.1M
Neuberger Berman Group LLC 0.04% Add +44.1% 478,839 $45.7M
AMF Tjanstepension AB 0.33% Add +284.8% 465,076 $44.4M
Commonwealth Equity Services, LLC 0.06% Add +23.3% 462,602 $44.2M
Townsquare Capital LLC 0.46% Reduce -2.7% 450,683 $43.0M
Allianz Asset Management GmbH 0.06% Add +150.3% 446,580 $42.6M
Mn Services Vermogensbeheer B.V. 0.33% Reduce -7.3% 441,640 $42.0M
J. Goldman & Co LP 1.48% Add +1839.7% 438,234 $41.8M
Brown Capital Management LLC 1.22% Reduce -2.7% 423,719 $40.4M
Kayne Anderson Rudnick Investment Management LLC 0.10% Reduce -6.8% 421,958 $40.3M
Steadview Capital Management LLC 8.73% Reduce -6.9% 420,859 $40.2M
Privium Fund Management B.V. 10.38% No change 415,000 $39.8M
Fisher Asset Management 0.02% Reduce -30.7% 403,482 $38.5M
Capital International Ltd. 1.62% Reduce -2.5% 390,166 $37.3M
Barclays PLC 0.02% Add +49.9% 372,642 $35.6M
Osaic Holdings, Inc. 0.08% Add +3.0% 370,394 $35.4M
Truist Financial Corp. 0.06% Reduce -5.7% 367,147 $35.1M
Oppenheimer Asset Management Inc. 0.43% Add +13.8% 365,276 $34.9M
Advisors Asset Management, Inc. 0.65% Add +2.1% 365,070 $34.9M
Forsta Ap-Fonden 0.26% Reduce -2.9% 358,900 $34.1M
Axiom Investors LLC 0.33% Reduce -57.3% 355,405 $33.9M
Stifel Financial Corp. 0.04% Reduce -3.2% 352,059 $33.6M
Teachers Retirement System of the State of Kentucky 0.29% Reduce -0.8% 339,330 $32.4M
Creative Planning 0.03% Add +12.7% 335,374 $32.0M
Zurich Insurance Group Ltd 0.26% New 334,839 $32.0M
Gavilan Investment Partners LLC 8.86% No change 330,000 $31.5M
State Street Corp. 0.00% Reduce -1.0% 330,082 $31.5M
New York State Common Retirement Fund 0.05% Add +2.5% 328,107 $31.3M
CI Investments Inc. 0.13% Reduce -3.7% 327,103 $31.2M
AEGON ASSET MANAGEMENT UK Plc 0.45% Reduce -4.7% 328,093 $31.2M
Intact Investment Management Inc. 1.07% Add +19.8% 327,284 $31.1M
Hantz Financial Services, Inc. 0.54% Reduce -4.5% 323,275 $30.9M
STRS Ohio 0.13% Add +98.2% 320,763 $30.6M
Mariner, LLC 0.05% Add +5.0% 298,632 $28.5M
Huntington National Bank 0.27% Reduce -6.2% 291,720 $27.9M
Focus Partners Wealth 0.07% Add +7.3% 288,722 $27.6M
Cornerstone Capital, Inc. 2.88% Reduce -15.7% 280,363 $26.8M
Castleark Management LLC 0.92% Add +2.5% 277,916 $26.5M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Reduce -51.1% 269,844 $25.7M
Investment Management Corp of Ontario 0.52% Reduce -22.3% 266,420 $25.4M
One Madison Group LLC 3.20% Add +105.3% 256,674 $24.5M
Cetera Investment Advisers 0.05% Reduce -1.7% 254,395 $24.3M
Marcho Partners LLP 9.56% Reduce -8.3% 251,247 $24.0M
Equitable Trust Co. 1.30% Reduce -1.3% 246,622 $23.5M
Cookson Peirce & Co. Inc. 1.18% New 245,248 $23.4M
Principal Financial Group Inc. 0.01% Add +517.5% 243,316 $23.2M
Pathstone Holdings, LLC 0.10% Add +253.1% 241,569 $23.1M
Andra AP-fonden 0.37% Add +1.8% 164,700 $22.5M
Benchstone Capital Management LP 2.32% Reduce -2.1% 228,782 $21.8M
Trillium Asset Management, LLC 0.63% Add +2.9% 228,743 $21.8M
Capital Fund Management S.A. 0.28% New 225,830 $21.6M
BI Asset Management Fondsmaeglerselskab A/S 0.24% Add +39.0% 225,390 $21.5M
Twin Tree Management, LP 0.47% New 225,194 $21.5M
Erste Asset Management GmbH 0.27% Add +295.3% 217,436 $21.0M
AXA S.A. 0.07% Add +10.6% 216,070 $20.6M
Nicola Wealth Management LTD. 2.01% Reduce -10.1% 216,383 $20.6M
Northwest & Ethical Investments L.P. 0.54% Add +28.1% 210,029 $20.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -88.6% 202,326 $19.3M
ExodusPoint Capital Management, LP 0.25% New 200,839 $19.2M
Baker Avenue Asset Management, LP 0.60% Reduce -1.3% 199,589 $19.1M
Robeco Institutional Asset Management B.V. 0.04% Reduce -10.1% 189,412 $18.1M
USS Investment Management Ltd 0.14% Add +0.1% 189,076 $18.0M
Arthedge Capital Management, LLC 14.67% No change 188,000 $18.0M
LBP Am SA 0.28% No change 187,793 $17.9M
Glenmede Trust Co. NA 0.09% Reduce -7.6% 184,395 $17.6M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -3.2% 183,767 $17.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +11.9% 179,758 $17.2M
Varma Mutual Pension Insurance Co 0.15% Reduce -6.4% 180,358 $17.2M
Calamos Advisors LLC 0.12% Add +294.8% 179,395 $17.1M
Van Eck Associates Corp. 0.02% Add +259.7% 177,860 $17.0M
Atria Investments, Inc 0.22% Add +5.2% 177,520 $16.9M
HighTower Advisors, LLC 0.02% Add +10.0% 177,467 $16.9M
Nepsis Inc. 4.14% Add +96.4% 175,706 $16.8M
Ampersand Capital Group, L.P. 11.54% No change 175,013 $16.7M
Ogborne Capital Management, LLC 6.42% Reduce -31.4% 175,000 $16.7M
Vestmark Advisory Solutions, Inc. 0.43% Add +3.3% 174,154 $16.6M
Perpetual Ltd 0.20% Reduce -3.1% 173,029 $16.5M
Maryland State Retirement & Pension System 0.39% Add +32.9% 170,761 $16.3M
MML Investors Services, LLC 0.05% Add +6.7% 169,905 $16.2M
AIA Group Ltd 0.40% Add +0.9% 169,884 $16.2M
Acadian Asset Management LLC 0.05% Add +198.0% 169,463 $16.2M
Skandinaviska Enskilda Banken AB (publ) 0.08% Add +4.7% 169,182 $16.1M
O'shaughnessy Asset Management, LLC 0.13% Reduce -6.4% 169,206 $16.1M
Thompson Siegel & Walmsley LLC 0.26% Reduce -2.3% 162,940 $15.6M
Marsico Capital Management LLC 0.53% Add +37.7% 162,557 $15.5M
Lyell Wealth Management, LP 1.43% Add +1.8% 160,258 $15.3M
Janney Montgomery Scott LLC 0.04% Reduce -1.1% 159,063 $15.2M
Henry James International Management Inc. 5.17% Add +1.1% 158,309 $15.1M
Mirae Asset Global Investments Co., Ltd. 0.06% Reduce -12.6% 156,024 $15.1M
Stony Point Capital LLC 1.62% New 156,993 $15.0M
Intech Investment Management LLC 0.15% Add +60.2% 157,014 $14.9M
Triasima Portfolio Management inc. 2.93% Add +102.5% 156,799 $14.9M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -38.8% 156,000 $14.9M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -2.0% 154,273 $14.7M
Tiaa Trust, National Association 0.05% New 151,435 $14.5M
D. E. Shaw & Co. 0.02% Reduce -87.5% 150,999 $14.4M
Sanctuary Advisors, LLC 0.10% Add +5.8% 150,550 $14.4M
Squarepoint Ops LLC 0.04% Reduce -68.3% 149,848 $14.3M
Granite Investment Partners, LLC 0.72% Add +10.8% 148,679 $14.2M
Gryphon Financial Partners LLC 2.05% Add +0.1% 145,401 $13.9M
Welch & Forbes LLC 0.18% Add +15.3% 143,601 $13.7M
Thornburg Investment Management Inc. 0.19% Reduce -58.8% 143,397 $13.7M
Capital Group Private Client Services, Inc. 0.13% Add +181.2% 142,464 $13.6M
Prudential PLC 0.07% Reduce -31.9% 137,420 $13.2M
Citadel Advisors 0.01% Reduce -78.9% 136,740 $13.1M
Mediolanum International Funds Ltd 0.18% Add +104.0% 132,909 $12.9M
Utah Retirement Systems 0.15% No change 135,237 $12.9M
Genus Capital Management Inc. 1.86% — 134,805 $12.8M
CW Advisors, LLC 0.15% Add +5.7% 133,645 $12.8M
Generali Asset Management SPA SGR 0.31% Add +48.3% 92,790 $12.7M
Atalanta Sosnoff Capital, LLC 0.30% Add +9.3% 131,823 $12.6M
Walleye Capital LLC 0.16% Reduce -55.9% 131,586 $12.6M
Swiss Life Asset Management Ltd 0.09% Add +35.0% 129,029 $12.3M
Oddo BHF Asset Management Sas 0.50% Add +23.9% 128,646 $12.3M
Dash Acquisitions Inc. 2.73% Add +0.1% 113,858 $12.3M
Walleye Trading LLC 0.35% Reduce -7.0% 127,248 $12.1M
Apollon Wealth Management, LLC 0.26% Add +6.3% 125,549 $12.0M
Meridian Wealth Management, LLC 0.57% Reduce -2.2% 123,530 $11.8M
SG Americas Securities, LLC 0.04% Add +106.6% 120,059 $11.5M
State of Michigan Retirement System 0.06% Reduce -15.5% 117,200 $11.2M
Texas Yale Capital Corp. 0.46% Reduce -1.5% 116,983 $11.2M
Public Sector Pension Investment Board 0.05% Add +0.9% 117,345 $11.2M
Cresset Asset Management, LLC 0.06% Reduce -26.9% 115,768 $11.1M
OMERS ADMINISTRATION Corp 0.10% Add +76.0% 115,660 $11.0M
Sustainable Growth Advisers, LP 0.06% Add +7.8% 115,085 $11.0M
PNC Financial Services Group, Inc. 0.01% Add +25.4% 114,679 $10.9M
Thoroughbred Financial Services, LLC 0.68% Add +3.6% 114,187 $10.9M
Tocqueville Asset Management L.P. 0.17% Reduce -2.2% 111,857 $10.7M
Yarbrough Capital, LLC 0.45% Add +12.9% 110,020 $10.5M
Louisbourg Investments Inc. 2.84% Reduce -0.5% 109,727 $10.4M
Ossiam 0.15% Reduce -9.4% 109,298 $10.4M
Baird Financial Group, Inc. 0.02% Add +12.4% 107,761 $10.3M
Banco Santander, S.A. 0.11% Add +39.4% 107,285 $10.2M
Quantinno Capital Management LP 0.07% Add +116.3% 104,995 $10.0M
Long Walk Management LP 3.19% Reduce -17.4% 103,250 $9.9M
Markel Group 0.09% No change 102,750 $9.8M
PEAK6 LLC 0.38% New 101,446 $9.7M
Gulf International Bank (UK) Ltd 0.33% Add +2640.8% 69,727 $9.5M
Asset Management One Co., Ltd. 0.03% Reduce -0.1% 99,384 $9.5M
BOCHK Asset Management Ltd 5.33% Reduce -24.6% 99,100 $9.5M
Cerity Partners LLC 0.02% Add +7.1% 97,945 $9.4M
MMBG Investment Advisors Co. 1.05% Reduce -12.7% 97,725 $9.3M
NorthCrest Asset Manangement, LLC 0.28% Add +5.0% 97,230 $9.3M
Covenant Asset Management, LLC 2.31% Add +0.8% 96,412 $9.2M
Silvercrest Asset Management Group LLC 0.07% Reduce -18.7% 95,759 $9.1M
EULAV Asset Management 0.22% Reduce -9.5% 95,000 $9.1M
Assetmark, Inc. 0.02% Add +10.6% 93,440 $9.0M
Brevan Howard Capital Management LP 0.26% Add +1230.2% 93,782 $9.0M
Kinetic Partners Management, LP 0.63% New 91,800 $8.8M
Carnegie Investment Counsel 0.21% Add +4.8% 110,830 $8.8M
Ithaka Group LLC 1.75% New 89,919 $8.6M
Berkshire Capital Holdings Inc. 4.04% Add +12.5% 88,500 $8.4M
Jain Global LLC 0.17% New 88,241 $8.4M
Fundsmith Investment Services LTD. 0.12% Reduce -8.3% 88,177 $8.4M
Man Group plc 0.03% Reduce -49.1% 87,993 $8.4M
Wesbanco Bank Inc. 0.29% Add +5.6% 87,969 $8.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% No change 87,475 $8.4M
Melqart Asset Management (UK) Ltd 1.12% Add +20.0% 86,527 $8.3M
Baltimore-Washington Financial Advisors, Inc. 0.44% Add +2.3% 86,462 $8.3M
Y-Intercept (Hong Kong) Ltd 0.56% Add +160.5% 86,063 $8.2M
Capital Group Investment Management Pte. LTD. 1.65% Reduce -3.0% 84,674 $8.1M
Procyon Advisors, LLC 0.49% Add +10.5% 83,572 $8.0M
NewEdge Advisors, LLC 0.05% Add +40.5% 83,538 $8.0M
Orion Porfolio Solutions, LLC 0.08% Reduce -10.3% 83,312 $8.0M
Orion Portfolio Solutions, LLC 0.08% Reduce -10.3% 83,312 $8.0M
Spire Wealth Management 0.25% Reduce -2.8% 82,870 $7.9M
Group One Trading LLC 0.32% New 81,090 $7.7M
Corient Private Wealth LP 0.01% Reduce -16.6% 80,678 $7.7M
Employees Retirement System of Texas 0.08% Reduce -6.9% 80,418 $7.7M
D.A. Davidson & Co. 0.06% Add +2.3% 79,279 $7.6M
Liontrust Investment Partners LLP 0.12% Reduce -67.1% 78,817 $7.5M
Lombard Odier Asset Management (Switzerland) SA 0.43% Add +12.1% 37,618 $7.4M
Advisory Services Network, LLC 0.14% Reduce -9.3% 76,256 $7.3M
Jones Financial Companies LLLP 0.01% Add +34.2% 73,033 $7.1M
Dixon Mitchell Investment Counsel Inc. 0.32% Reduce -63.7% 73,840 $7.0M
Kestra Advisory Services, LLC 0.03% Reduce -8.1% 73,476 $7.0M
Guardian Capital LP 0.28% Reduce -5.1% 73,556 $7.0M
Equitable Holdings, Inc. 0.07% Add +8.7% 73,033 $7.0M
Bellecapital International Ltd. 1.39% Add +13.9% 72,988 $7.0M
Square Peg Capital PTY Ltd. 6.20% New 72,910 $7.0M
Tairen Capital Ltd 0.46% New 72,200 $6.9M
Aquatic Capital Management LLC 0.17% Reduce -70.4% 71,978 $6.9M
Onex Canada Asset Management Inc. 0.89% Reduce -25.6% 72,221 $6.9M
Portside Wealth Group, LLC 1.10% Reduce -3.0% 70,846 $6.8M
Venture Visionary Partners LLC 0.28% Add +36.1% 70,682 $6.7M
Gifford Fong Associates 1.66% No change 70,000 $6.7M
US Bancorp \de 0.01% Reduce -0.3% 69,384 $6.6M
Nomura Holdings Inc. 0.03% Add +1192.9% 67,707 $6.5M
Faithward Advisors, LLC 1.12% Reduce -6.6% 67,424 $6.4M
PCJ Investment Counsel Ltd. 2.47% Add +1.1% 66,480 $6.3M
Parallax Volatility Advisers, L.P. 0.24% Add +163.6% 66,075 $6.3M
Bogart Wealth, LLC 0.30% Reduce -17.7% 65,922 $6.3M
Daiwa Securities Group Inc. 0.03% Add +5086.3% 65,866 $6.3M
Infusive Asset Management Inc. 2.86% Add +16.3% 64,529 $6.2M
Financial Counselors Inc. 0.09% Reduce -10.4% 64,058 $6.1M
Jessup Wealth Management, Inc 2.52% New 62,796 $6.0M
Synergy Financial Group, LTD 5.29% Add +0.7% 61,721 $5.9M
Allianz SE 0.16% Add +24416.4% 61,291 $5.8M
Kessler Investment Group, LLC 2.84% Add +6.2% 60,967 $5.8M
Jaffetilchin Investment Partners, LLC 0.42% Reduce -2.0% 60,827 $5.8M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.70% Reduce -40.3% 60,816 $5.8M
Private Advisor Group, LLC 0.04% Add +8.7% 60,718 $5.8M
XTX Topco Ltd 0.29% New 59,800 $5.7M
Vontobel Holding Ltd. 0.02% Add +269.7% 58,222 $5.6M
Credit Agricole S A 0.02% Add +6.2% 58,899 $5.6M
Capula Management Ltd 0.04% Add +1423.7% 58,829 $5.6M
Commerce Bank 0.04% Add +12.3% 58,348 $5.6M
Janney Capital Management LLC 0.37% New 56,889 $5.4M
Fortis Capital Management LLC 1.04% Add +1388.8% 55,980 $5.3M
Schonfeld Strategic Advisors LLC 0.04% Add +58.4% 55,611 $5.3M
M&T Bank Corp 0.02% Add +32.5% 55,406 $5.3M
Mercer Global Advisors Inc. 0.01% Add +11.8% 55,251 $5.3M
Pittenger & Anderson Inc. 0.19% Add +4.7% 54,394 $5.2M
Bank of Nova Scotia Trust Co. 0.55% Reduce -8.0% 53,969 $5.2M
Weaver Capital Management LLC 1.36% Add +0.4% 53,393 $5.1M
CTC LLC 0.80% New 52,361 $5.0M
Icon Wealth Advisors, LLC 0.41% Reduce -0.7% 51,966 $5.0M
Kestra Private Wealth Services, LLC 0.08% Add +16.0% 51,694 $4.9M
Financial Advocates Investment Management 0.34% Reduce -1.2% 51,235 $4.9M
&partners 0.05% Add +13.8% 51,012 $4.9M
Signaturefd, LLC 0.09% Reduce -3.5% 50,536 $4.8M
Sienna Gestion 0.39% Reduce -6.2% 51,800 $4.8M
Tidal Investments LLC 0.04% Reduce -5.6% 50,120 $4.8M
Atika Capital Management LLC 0.73% Reduce -18.4% 49,767 $4.8M
Tower Research Capital LLC (TRC) 0.14% Add +611.5% 51,179 $4.7M
Gateway Investment Advisers LLC 0.05% Add +0.3% 49,583 $4.7M
Metis Global Partners, LLC 0.13% Reduce -4.9% 49,566 $4.7M
Sterling Capital Management LLC 0.07% Reduce -7.8% 49,123 $4.7M
DF Dent & Co. Inc. 0.06% Add +2.2% 49,055 $4.7M
Boothe Investment Group, Inc. 2.13% Reduce -16.3% 48,827 $4.7M
Vanguard Personalized Indexing Management, LLC 0.07% Add +20.5% 48,421 $4.6M
Bailard, Inc. 0.12% Reduce -1.1% 48,050 $4.6M
Next Century Growth Investors LLC 0.40% Add +91.7% 47,519 $4.5M
Atria Wealth Solutions, Inc. 0.05% Reduce -15.4% 47,441 $4.5M
Alliance Wealth Advisors, LLC 1.18% Reduce -7.1% 47,243 $4.5M
Diversify Wealth Management, LLC 0.33% Reduce -30.2% 45,315 $4.5M
Crestwood Advisors Group, LLC 0.08% Reduce -11.1% 46,520 $4.4M
Grassi Investment Management 0.41% Add +32.8% 46,405 $4.4M
SteelPeak Wealth, LLC 0.19% Add +10.8% 46,303 $4.4M
Stephens Inc. 0.06% Reduce -4.1% 46,099 $4.4M
Lido Advisors, LLC 0.03% Add +82.2% 45,949 $4.4M
JCIC Asset Management Inc. 1.83% Add +5951.3% 45,990 $4.4M
Flagship Harbor Advisors, LLC 0.23% Reduce -0.0% 45,757 $4.4M
Financial Avengers, Inc. 2.20% Add +2.3% 45,570 $4.4M
NewEdge Wealth, LLC 0.08% Reduce -12.8% 45,290 $4.3M
Cobblestone Capital Advisors LLC 0.24% Reduce -35.7% 45,285 $4.3M
Orion Investment Co 1.77% Add +19.3% 45,224 $4.3M
Point72 Asset Management 0.01% New 45,000 $4.3M
Arthur M. Cohen & Associates, LLC 0.80% Reduce -2.9% 43,789 $4.2M
Strategic Planning Group, LLC 0.81% Reduce -26.9% 43,500 $4.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.12% Add +243.7% 43,457 $4.1M
Cary Street Partners Financial LLC 0.13% Add +1.6% 43,313 $4.1M
Nomura Asset Management Co. Ltd. 0.01% Reduce -24.9% 42,839 $4.1M
Sepio Capital, LP 0.32% Add +0.1% 42,520 $4.1M
Resolute Advisors LLC 1.17% Reduce -1.7% 42,428 $4.1M
Avantax Advisory Services, Inc. 0.02% Reduce -1.1% 42,081 $4.0M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -11.3% 41,987 $4.0M
Plato Investment Management Ltd 0.34% Reduce -20.6% 41,475 $4.0M
SBI Securities Co., Ltd. 0.13% Reduce -3.3% 41,719 $4.0M
J.W. Cole Advisors, Inc. 0.12% Add +111.4% 41,602 $4.0M
Nellore Capital Management LLC 0.54% No change 41,590 $4.0M
Parsons Capital Management Inc. 0.22% Reduce -5.6% 41,475 $4.0M
Benjamin Edwards Inc. 0.06% Reduce -4.0% 41,472 $4.0M
Prudential Financial Inc. 0.01% Add +14.0% 41,396 $3.9M
PDT Partners, LLC 0.28% Add +0.9% 41,171 $3.9M
United Services Automobile Association 0.12% Add +1.0% 40,327 $3.9M
Ardsley Advisory Partners LP 0.90% New 40,650 $3.9M
Moloney Securities Asset Management, LLC 0.53% Reduce -9.1% 40,481 $3.9M
Westside Investment Management, Inc. 0.82% Reduce -1.8% 40,250 $3.9M
AMJ Financial Wealth Management 1.15% Add +4.0% 39,999 $3.8M
Crossmark Global Holdings, Inc. 0.07% Reduce -3.1% 40,038 $3.8M
Mirabella Financial Services LLP 0.16% Add +122.7% 39,864 $3.8M
Independent Solutions Wealth Management, LLC 0.85% Add +0.1% 39,923 $3.8M
Integrated Wealth Concepts LLC 0.04% Add +6.0% 39,742 $3.8M
Exchange Traded Concepts, LLC 0.07% Add +30.4% 39,718 $3.8M
APG Asset Management N.V. 0.01% Reduce -35.0% 42,361 $3.7M
Brown Advisory Inc. 0.01% Reduce -31.8% 39,045 $3.7M
APG Asset Management US Inc. 0.03% No change 38,167 $3.7M
Steward Partners Investment Advisory, LLC 0.03% Add +3.0% 38,446 $3.7M
Left Brain Wealth Management, LLC 1.61% Add +16.8% 38,698 $3.7M
Assenagon Asset Management S.A. 0.01% Add +1.1% 38,732 $3.7M
Norden Group LLC 0.42% Reduce -4.5% 38,622 $3.7M
Evolutionary Tree Capital Management, LLC 4.26% Reduce -1.2% 38,379 $3.7M
Aviso Financial Inc. 0.18% Add +26.8% 38,354 $3.7M
Montrusco Bolton Investments Inc. 0.05% Add +12.1% 38,286 $3.6M
Prairie Wealth Advisors, Inc. 1.79% Reduce -1.9% 38,105 $3.6M
Park Avenue Securities LLC 0.04% Add +7.0% 37,748 $3.6M
Jump Financial, LLC 0.06% Reduce -57.5% 37,509 $3.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.42% Add +54.5% 37,387 $3.6M
Hartline Investment Corp./ 0.47% Reduce -39.5% 37,177 $3.5M
Nwam LLC 0.30% New 37,023 $3.5M
Oppenheimer & Co. Inc. 0.05% Add +36.6% 37,010 $3.5M
Abn Amro Investment Solutions 0.07% Add +39.2% 35,757 $3.4M
Transamerica Financial Advisors, LLC 0.34% New 34,822 $3.3M
Quadrant Capital Group LLC 0.12% Add +353.4% 34,800 $3.3M
Consolidated Press International Holdings Ltd. 0.60% New 34,654 $3.3M
Gibbs Wealth Management 0.80% Add +13.3% 34,622 $3.3M
Verition Fund Management LLC 0.02% Add +157.8% 34,283 $3.3M
Ieq Capital, LLC 0.03% Add +0.7% 34,071 $3.3M
Logan Capital Management Inc. 0.15% Reduce -0.9% 34,033 $3.2M
Quantitative Investment Management, LLC 0.30% Add +133.4% 33,610 $3.2M
Skye Global Management LP 0.09% New 33,600 $3.2M
UniSuper Management Pty Ltd 0.02% No change 23,200 $3.2M
Grove Bank & Trust 0.42% Add +5.5% 33,245 $3.2M
Resolute Wealth Strategies, LLC 1.77% Add +0.3% 33,215 $3.2M
Snowden Capital Advisors LLC 0.10% Add +6.0% 33,168 $3.2M
Choreo, LLC 0.05% Reduce -2.4% 32,952 $3.1M
Sterling Investment Advisors, Ltd. 0.75% Reduce -3.2% 32,540 $3.1M
Baer Investment Advisory LLC 4.00% Add +0.3% 31,684 $3.1M
Kingsview Wealth Management, LLC 0.06% Add +20.6% 31,832 $3.0M
BNP Paribas Financial Markets 0.00% Reduce -71.2% 31,793 $3.0M
Captrust Financial Advisors 0.01% Add +2.4% 31,390 $3.0M
B & T Capital Management DBA Alpha Capital Management 0.56% Reduce -0.6% 30,993 $3.0M
Dynasty Wealth Management, LLC 0.05% Reduce -0.7% 30,797 $2.9M
EFG Asset Management (North America) Corp. 0.49% Reduce -27.7% 30,695 $2.9M
Alpine Global Management, LLC 0.87% New 30,670 $2.9M
GMO 0.01% New 30,100 $2.9M
Level Four Advisory Services, LLC 0.12% Reduce -12.0% 29,526 $2.9M
Fifth Third Bancorp 0.01% Add +336.6% 29,736 $2.8M
Weiss Asset Management LP 0.11% New 29,688 $2.8M
Insigneo Advisory Services, LLC 0.29% Add +7.0% 29,597 $2.8M
Alerus Financial NA 0.22% Reduce -3.1% 29,195 $2.8M
Biondo Investment Advisors, LLC 0.39% Add +0.9% 29,079 $2.8M
Shell Asset Management Co. 0.13% Add +47.0% 28,813 $2.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -56.6% 29,442 $2.7M
Circle Wealth Management, LLC 0.06% Reduce -10.7% 28,700 $2.7M
Independent Advisor Alliance 0.09% Reduce -2.4% 28,210 $2.7M
Anthracite Investment Company, Inc. 1.68% No change 28,000 $2.7M
Two Sigma Investments, LP 0.01% Reduce -78.6% 28,000 $2.7M
B. Riley Wealth Advisors, Inc. 0.08% Add +3.6% 27,828 $2.7M
Laurion Capital Management LP 0.21% New 27,500 $2.6M
Simplicity Wealth,LLC 0.20% Add +230.8% 27,264 $2.6M
Nia Impact Advisors, LLC 0.96% Add +10.2% 27,045 $2.6M
Focus Financial Network, Inc. 0.11% Reduce -14.8% 27,011 $2.6M
Norris Financial Group, LLC 1.20% Reduce -1.4% 27,005 $2.6M
HighPoint Advisor Group LLC 0.15% Reduce -2.7% 25,852 $2.6M
Alps Advisors Inc. 0.01% Add +10.5% 26,733 $2.6M
Natural Investments, LLC 0.72% Reduce -14.7% 26,705 $2.5M
Boyd Watterson Asset Management LLC 0.82% Reduce -0.0% 26,661 $2.5M
Alpha Cubed Investments, LLC 0.11% Add +178.8% 26,660 $2.5M
Azzad Asset Management Inc. 0.29% Add +1247.7% 26,199 $2.5M
Jefferies Financial Group Inc. 0.04% New 26,035 $2.5M
ASR Vermogensbeheer N.V. 0.04% — 26,019 $2.5M
Acorn Financial Advisory Services Inc. 0.45% Reduce -2.1% 25,814 $2.5M
Apexium Financial, LP 0.15% No change 25,812 $2.5M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1.14% New 25,639 $2.4M
Prasad Wealth Partners, LLC 0.80% Reduce -1.2% 25,538 $2.4M
Intellectus Partners, LLC 0.60% Reduce -2.3% 25,237 $2.4M
Calamos Wealth Management LLC 0.12% Add +22.8% 25,204 $2.4M
Jeppson Wealth Management, LLC 0.88% Reduce -0.6% 25,079 $2.4M
AE Wealth Management LLC 0.02% Reduce -11.4% 24,942 $2.4M
LMR Partners LLP 0.07% New 24,918 $2.4M
Citizens Financial Group Inc. 0.05% Add +12.0% 24,897 $2.4M
RiverPark Advisors, LLC 2.03% Reduce -0.4% 24,678 $2.4M
Night Squared LP 1.39% — 24,590 $2.3M
Compound Planning, Inc. 0.11% Add +14.4% 24,277 $2.3M
Nebula Research & Development LLC 0.21% Add +211.2% 24,193 $2.3M
Legal Advantage Investments, Inc. 1.24% Reduce -0.4% 24,110 $2.3M
DAVENPORT & Co LLC 0.01% Reduce -19.7% 23,847 $2.3M
Parallel Advisors, LLC 0.05% Reduce -5.8% 23,811 $2.3M
Wedbush Securities Inc. 0.08% Reduce -6.0% 23,778 $2.3M
Empowered Funds, LLC 0.03% Reduce -24.6% 23,653 $2.3M
Avanza Fonder AB 0.07% Reduce -10.3% 22,347 $2.2M
Certuity, LLC 0.24% Reduce -3.1% 23,472 $2.2M
Voya Investment Management LLC 0.00% No change 23,570 $2.2M
Mgo One Seven LLC 0.09% Add +29.9% 23,384 $2.2M
Mutual Advisors, LLC 0.06% Reduce -1.0% 23,086 $2.2M
Ritholtz Wealth Management 0.07% Reduce -22.6% 23,154 $2.2M
Fairfield, Bush & Co. 1.40% Add +4.9% 23,084 $2.2M
Vega Investment Solutions 0.42% New 23,028 $2.2M
World Investment Advisors 0.06% Add +2.0% 23,020 $2.2M
Malaga Cove Capital, LLC 0.93% Reduce -0.3% 22,526 $2.2M
Sigma Planning Corp 0.07% Add +36.9% 22,471 $2.1M
Verdence Capital Advisors LLC 0.16% Reduce -26.5% 22,320 $2.1M
Segment Wealth Management, LLC 0.14% Add +899.2% 22,282 $2.1M
Royal Fund Management, LLC 0.25% New 22,276 $2.1M
Cigna Investments Inc. 0.40% Reduce -1.2% 22,320 $2.1M
Savoie Capital LLC 0.24% No change 19,300 $2.1M
Caprock Group, LLC 0.06% Add +23.7% 21,399 $2.0M
RFG Advisory, LLC 0.06% Add +145.0% 21,330 $2.0M
Schechter Investment Advisors, LLC 0.17% Add +2.3% 21,273 $2.0M
Bayesian Capital Management, LP 0.33% Add +100.0% 21,200 $2.0M
Independent Financial Group, LLC 0.07% Reduce -13.9% 20,931 $2.0M
Catalyst Capital Advisors LLC 0.04% New 20,925 $2.0M
Bristlecone Advisors, LLC 0.16% Reduce -14.3% 20,918 $2.0M
Knollwood Investment Advisory, LLC 0.22% No change 20,710 $2.0M
Ascentis Wealth Management, LLC 0.63% Add +214.5% 20,157 $2.0M
Good Life Advisors, LLC 0.14% Add +0.8% 20,604 $2.0M
Keybank National Association 0.01% Reduce -11.3% 20,378 $1.9M
Americana Partners, LLC 0.08% Add +32.1% 20,303 $1.9M
Beacon Pointe Advisors, LLC 0.02% Add +37.2% 20,202 $1.9M
Merit Financial Group, LLC 0.03% Add +6.8% 20,034 $1.9M
Weinberger Asset Management, Inc 0.82% No change 20,020 $1.9M
Eisler Capital Management Ltd. 0.06% New 19,843 $1.9M
Sandler Capital Management 0.62% Reduce -86.4% 19,795 $1.9M
VestGen Advisors, LLC 0.09% — 19,789 $1.9M
Valeo Financial Advisors, LLC 0.05% Reduce -1.8% 19,717 $1.9M
IPG Investment Advisors LLC 0.42% Add +406.4% 19,562 $1.9M
MSA Advisors, LLC 0.48% No change 19,500 $1.9M
Arete Wealth Advisors, LLC 0.14% Reduce -7.5% 19,402 $1.9M
Atala Financial Inc 1.35% Reduce -0.2% 19,321 $1.8M
Alta Wealth Advisors LLC 0.85% Reduce -2.0% 19,339 $1.8M
Wealthfront Advisers LLC 0.00% Add +14.0% 19,074 $1.8M
Douglass Winthrop Advisors, LLC 0.03% Reduce -1.1% 18,855 $1.8M
Brighton Jones LLC 0.06% Reduce -11.3% 18,787 $1.8M
Stratos Wealth Partners, LTD. 0.03% Reduce -22.5% 18,460 $1.8M
Uhlmann Price Securities, LLC 1.30% Reduce -0.1% 18,434 $1.8M
Prospera Financial Services Inc 0.04% Add +2.8% 18,420 $1.8M
Candriam S.C.A. 0.01% Reduce -1.4% 18,450 $1.8M
Wellington Shields & Co., LLC 0.55% Reduce -12.7% 18,343 $1.8M
Financial Perspectives, Inc 0.60% No change 18,222 $1.7M
Riverpark Capital Management LLC 3.19% Add +7.2% 18,212 $1.7M
Global Wealth Management Investment Advisory, Inc. 0.35% Add +5.9% 18,178 $1.7M
Watts Gwilliam & Co., LLC 0.37% Add +35.0% 18,090 $1.7M
CAP Partners, LLC 1.25% Add +2.0% 18,034 $1.7M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +4.6% 18,011 $1.7M
Highland Capital Management, LLC 0.10% Reduce -5.5% 17,980 $1.7M
Putney Financial Group LLC 1.80% Reduce -3.4% 17,933 $1.7M
Montag A & Associates Inc. 0.09% No change 17,868 $1.7M
Prelude Capital Management, LLC 0.17% Add +467.8% 17,677 $1.7M
Personal Cfo Solutions, LLC 0.34% Reduce -8.7% 17,653 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Add +9.5% 17,581 $1.7M
China Universal Asset Management Co., Ltd. 0.16% Reduce -31.4% 17,500 $1.7M
Highview Capital Management LLC 0.70% Add +65.8% 17,491 $1.7M
Sequoia Financial Advisors, LLC 0.01% Reduce -5.3% 17,476 $1.7M
TD Private Client Wealth LLC 0.05% Add +6.8% 17,392 $1.7M
OneDigital Investment Advisors LLC 0.02% Reduce -3.2% 17,260 $1.6M
Principal Securities, Inc. 0.04% Add +15.6% 15,493 $1.6M
Chicago Partners Investment Group LLC 0.05% Reduce -11.5% 17,412 $1.6M
Vident Advisory, LLC 0.02% Reduce -0.3% 16,887 $1.6M
Hilltop Holdings Inc. 0.10% Add +1.3% 16,861 $1.6M
Huntleigh Advisors, Inc. 0.27% Reduce -3.2% 16,855 $1.6M
Cypress Wealth Services, LLC 0.32% Add +0.9% 16,662 $1.6M
Evelyn Partners Investment Management LLP 0.05% Add +5.2% 16,528 $1.6M
Fiduciary Alliance LLC 0.15% Add +18.6% 16,446 $1.6M
Harbour Investments, Inc. 0.04% Reduce -3.0% 16,441 $1.6M
Griffin Asset Management, Inc. 0.19% Add +2.5% 16,325 $1.6M
Sowell Financial Services LLC 0.07% Reduce -34.2% 16,317 $1.6M
Penserra Capital Management LLC 0.03% Reduce -7.2% 16,121 $1.5M
SWS Partners 0.50% Add +5.3% 16,073 $1.5M
Great Valley Advisor Group, Inc. 0.03% Add +15.0% 15,991 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +0.2% 15,799 $1.5M
Creekmur Asset Management LLC 0.31% Add +58.1% 15,736 $1.5M
K.J. Harrison & Partners Inc 0.29% Reduce -48.6% 15,727 $1.5M
Kennedy Investment Group, Inc. 0.69% Reduce -1.4% 15,443 $1.5M
Bleakley Financial Group, LLC 0.05% Reduce -13.5% 15,580 $1.5M
Pallas Capital Advisors LLC 0.06% Reduce -0.5% 15,426 $1.5M
Integrated Advisors Network LLC 0.07% Add +36.4% 15,425 $1.5M
GPS Wealth Strategies Group, LLC 0.20% Reduce -1.5% 15,416 $1.5M
Axxcess Wealth Management, LLC 0.04% Add +17.3% 15,388 $1.5M
Strategic Advisors LLC 0.28% Reduce -13.5% 15,351 $1.5M
Diversify Advisory Services, LLC 0.09% Add +11.9% 14,800 $1.5M
Oder Investment Management, LLC 1.24% Add +10.1% 15,307 $1.5M
Venturi Wealth Management, LLC 0.08% Reduce -9.4% 15,304 $1.5M
HB Wealth Management, LLC 0.01% Add +27.5% 15,076 $1.4M
Capital Wealth Planning, LLC 0.01% New 15,041 $1.4M
Woodward Diversified Capital, LLC 1.02% No change 15,035 $1.4M
Diker Management LLC 1.71% Reduce -25.0% 15,000 $1.4M
Wallace Advisory Group, LLC 0.98% Reduce -0.1% 13,342 $1.4M
Bridgefront Capital, LLC 0.41% Add +47.9% 14,802 $1.4M
Bouvel Investment Partners, LLC 0.52% Reduce -1.0% 17,376 $1.4M
AQR Capital Management 0.00% Add +107.3% 14,576 $1.4M
Arkfeld Wealth Strategies, L.L.C. 0.60% Add +26.2% 15,213 $1.4M
Three Seasons Wealth, LLC 0.68% Reduce -10.8% 14,457 $1.4M
Cumberland Partners Ltd 0.11% New 14,495 $1.4M
Leonteq Securities AG 0.11% Add +199.7% 12,648 $1.4M
Baker Tilly Wealth Management, LLC 0.54% No change 14,437 $1.4M
Empower Advisory Group, LLC 0.00% Reduce -1.1% 14,281 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.06% Reduce -2.6% 14,248 $1.4M
Means Investment Co., Inc. 0.14% Add +0.2% 14,203 $1.4M
Farther Finance Advisors, LLC 0.03% Add +7.6% 13,864 $1.4M
International Assets Investment Management, LLC 0.12% Reduce -2.1% 14,011 $1.3M
Yousif Capital Management, LLC 0.02% Reduce -26.1% 13,899 $1.3M
Cornerstone Wealth Management, LLC 0.09% No change 13,900 $1.3M
Perennial Investment Advisors, LLC 0.15% Add +18.6% 13,893 $1.3M
Signal Advisors Wealth, LLC 0.13% Add +7.8% 13,898 $1.3M
Headlands Technologies LLC 0.15% New 13,862 $1.3M
Savant Capital, LLC 0.01% Reduce -3.5% 13,858 $1.3M
Concurrent Investment Advisors, LLC 0.03% Add +21.9% 13,804 $1.3M
Intrinsic Value Partners, LLC 1.30% Reduce -0.4% 13,776 $1.3M
Copperwynd Financial, LLC 0.36% Reduce -1.4% 13,747 $1.3M
Conway Capital Management, Inc. 0.64% Add +15.4% 13,480 $1.3M
Pitcairn Co. 0.08% Reduce -10.6% 13,447 $1.3M
Corrado Advisors, LLC 0.85% Reduce -1.4% 13,400 $1.3M
Allworth Financial LP 0.01% Reduce -10.4% 13,448 $1.3M
Maven Securities LTD 0.28% New 13,288 $1.3M
Qtron Investments LLC 0.19% Add +5.7% 13,261 $1.3M
Watershed Private Wealth LLC 0.50% No change 13,188 $1.3M
Interchange Capital Partners, LLC 0.35% Reduce -4.5% 13,167 $1.3M
Sunbelt Securities, Inc. 0.11% Reduce -1.1% 13,144 $1.3M
ABN AMRO Bank N.V. 0.02% Reduce -11.0% 13,151 $1.3M
Hudson Bay Capital Management LP 0.01% New 13,093 $1.3M
BluePointe Capital Management, LLC 0.48% Add +27.3% 13,091 $1.2M
Revolve Wealth Partners, LLC 0.18% Add +58.7% 13,027 $1.2M
MAI Capital Management 0.01% Add +5.5% 13,016 $1.2M
Cwm, LLC 0.00% Reduce -1.2% 12,901 $1.2M
Titleist Asset Management, LLC 0.14% Reduce -27.8% 12,828 $1.2M
Nilsine Partners, LLC 0.13% Reduce -6.9% 12,796 $1.2M
One Wealth Capital Management, LLC 0.65% Add +5.8% 12,743 $1.2M
CreativeOne Wealth, LLC 0.04% Add +0.5% 12,704 $1.2M
Sumitomo Life Insurance Co. 0.04% Reduce -1.0% 12,606 $1.2M
Ancora Advisors LLC 0.03% Reduce -5.5% 12,588 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -4.1% 12,584 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -93.9% 13,356 $1.2M
Cim, LLC 0.18% Add +1.3% 12,512 $1.2M
Polymer Capital Management (HK) LTD 0.21% New 12,500 $1.2M
Guardian Partners Inc. 0.12% Reduce -13.3% 13,550 $1.2M
Midwest Professional Planners, LTD. 0.37% Add +18.1% 12,444 $1.2M
Evergreen Capital Management LLC 0.04% Reduce -6.4% 12,136 $1.2M
Tectonic Advisors LLC 0.07% Reduce -8.0% 12,031 $1.1M
Pinnacle Associates Ltd. 0.02% Add +171.9% 12,023 $1.1M
State of Wyoming 0.15% Add +217.1% 12,041 $1.1M
Ted Buchan & Co 0.54% Reduce -2.7% 11,997 $1.1M
Arkadios Wealth Advisors 0.04% Reduce -8.1% 11,970 $1.1M
Canandaigua National Bank & Trust Co. 0.11% Reduce -16.9% 11,945 $1.1M
DMC Group, LLC 0.93% Reduce -11.2% 11,917 $1.1M
Prosperity Wealth Management, Inc. 0.53% Add +13.6% 11,790 $1.1M
Woodstock Corp. 0.11% No change 11,790 $1.1M
Roundview Capital LLC 0.08% Add +0.0% 11,662 $1.1M
Granite Bay Wealth Management, LLC 0.38% Reduce -11.2% 11,548 $1.1M
SCS Capital Management LLC 0.01% New 11,531 $1.1M
Stonegate Investment Group, LLC 0.03% Add +22.6% 11,457 $1.1M
Nvwm, LLC 0.29% Reduce -32.9% 11,448 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Add +44.1% 11,283 $1.1M
Quadcap Wealth Management, LLC 0.15% Add +0.9% 11,133 $1.1M
Confluence Wealth Services, Inc. 0.07% Reduce -0.8% 11,685 $1.1M
Semanteon Capital Management, LP 0.57% Reduce -18.8% 11,076 $1.1M
StoneCrest Wealth Management, Inc. 0.67% Add +2.2% 11,064 $1.1M
Eventide Asset Management, LLC 0.02% Add +64.6% 11,050 $1.1M
Aptus Capital Advisors, LLC 0.01% Add +22.4% 11,016 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -2.6% 10,940 $1.0M
Guardian Asset Advisors, LLC 0.68% Add +94.5% 10,937 $1.0M
Greenland Capital Management LP 0.18% New 10,902 $1.0M
PDS Planning, Inc 0.09% Reduce -0.8% 10,874 $1.0M
Pacer Advisors, Inc. 0.00% Add +3.0% 10,872 $1.0M
Legacy Financial Advisors, Inc. 0.17% Reduce -3.1% 10,854 $1.0M
Institute for Wealth Management, LLC. 0.13% Add +11.4% 10,819 $1.0M
Valmark Advisers, Inc. 0.02% Add +0.1% 10,733 $1.0M
B.O.S.S. Retirement Advisors, LLC 0.29% Reduce -6.1% 10,634 $1.0M
MWA Asset Management 0.70% Reduce -5.3% 10,605 $1.0M
EP Wealth Advisors, LLC 0.01% Reduce -4.1% 10,577 $1.0M
Cherry Creek Investment Advisors, Inc. 0.52% Reduce -2.6% 10,452 $998K
Robertson Stephens Wealth Management, LLC 0.04% Reduce -3.8% 10,438 $997K
Advisory Resource Group 0.20% Add +5.2% 10,420 $995K
RMR Wealth Builders 0.10% Reduce -4.0% 10,410 $994K
Wealth Management Partners, LLC 0.46% Reduce -2.9% 10,279 $994K
Grant Private Wealth Management Inc 1.06% Reduce -2.2% 10,264 $980K
Avior Wealth Management, LLC 0.04% Reduce -22.8% 10,262 $980K
YANKCOM Partnership 0.54% Reduce -0.0% 10,224 $976K
IFP Advisors, Inc 0.03% Reduce -55.6% 10,182 $972K
Moser Wealth Advisors, LLC 0.51% Add +4.9% 10,174 $971K
Cannon Global Investment Management, LLC 2.66% New 10,100 $964K
BLB&B Advisors, LLC 0.05% Add +3.3% 10,100 $964K
X-Square Capital, LLC 0.41% Add +8.4% 10,083 $963K
GM Advisory Group, LLC 0.05% Add +0.8% 10,012 $956K
Cypress Capital, LLC 0.28% No change 10,000 $955K
Anson Funds Management LP 0.23% New 10,000 $955K
Masso Torrence Wealth Management Inc. 0.51% Reduce -4.8% 9,935 $949K
NFSG Corp 0.23% Add +56.7% 9,878 $943K
IHT Wealth Management, LLC 0.03% Add +11.4% 9,819 $937K
Pembroke Management, LTD 0.14% Add +172.4% 9,777 $934K
Abbot Financial Management, Inc. 0.48% Add +0.3% 9,664 $923K
Main Street Financial Solutions, LLC 0.08% Add +1.8% 9,652 $922K
Menard Financial Group LLC 0.60% Reduce -0.7% 9,760 $916K
Gladstone Institutional Advisory LLC 0.04% Reduce -28.7% 9,579 $914K
Nicholas Investment Partners, LP 0.11% No change 9,569 $914K
First Manhattan Co. Llc. 0.00% New 9,555 $912K
Dynamic Technology Lab Private Ltd 0.13% Reduce -25.3% 9,549 $912K
Lanark Financial, Inc. 0.08% — 9,517 $908K
Truvestments Capital LLC 0.20% Add +1576.7% 9,507 $908K
Gables Capital Management Inc. 0.45% No change 9,450 $902K
Wellington Shields Capital Management, LLC 0.16% Reduce -15.6% 9,450 $902K
Kesler, Norman & Wride, LLC 0.17% Add +0.2% 9,451 $902K
Waverly Advisors, LLC 0.01% Add +7.1% 9,406 $898K
Peapack Gladstone Financial Corp. 0.01% Reduce -1.0% 9,370 $895K
Bridgewater Advisors Inc. 0.08% New 8,989 $889K
Correct Capital Wealth Management 0.18% Add +34.6% 9,276 $886K
Kercheville Advisors, LLC 0.36% Add +4.5% 9,255 $884K
Wrapmanager Inc. 0.23% Reduce -17.6% 9,254 $884K
Texas Capital Bank Wealth Management Services Inc 0.09% New 9,247 $883K
BNP Paribas 0.04% Add +1.4% 9,202 $881K
Baldwin Investment Management, LLC 0.11% Add +12.2% 9,208 $879K
Quest Investment Management LLC 0.11% Reduce -15.1% 9,191 $878K
Capital Advisors Inc. 0.02% Add +2.8% 9,184 $877K
Zullo Investment Group, Inc. 0.37% Reduce -1.8% 9,131 $872K
Clare Market Investments LLC 0.23% Add +13.7% 9,095 $868K
Corient IA LP 0.61% — 9,000 $859K
Clearstead Advisors, LLC 0.01% Reduce -40.8% 8,953 $855K
LBMC Investment Advisors, LLC 0.07% No change 8,950 $855K
Schorn Wealth LLC 0.28% Add +50.8% 8,931 $853K
Zhang Financial LLC 0.05% Add +23.1% 8,931 $853K
Sound View Wealth Advisors Group, LLC 0.07% No change 8,916 $851K
Arcadia Investment Management Corp. 0.15% No change 8,910 $851K
Williams Jones Wealth Management, LLC. 0.01% No change 8,818 $842K
Toth Financial Advisory Corp. 0.10% Add +42.6% 8,775 $838K
Cardiff Park Advisors, LLC 0.08% Reduce -11.2% 8,723 $833K
Bridgewater Associates 0.00% New 8,719 $829K
Foundations Investment Advisors, LLC 0.02% Add +6.8% 8,609 $822K
Private Trust Co. NA 0.08% Reduce -0.9% 8,595 $821K
Blueshift Asset Management, LLC 0.32% Reduce -8.7% 8,569 $818K
Impact Asset Management GmbH 0.32% No change 8,548 $816K
Dakota Wealth Management 0.02% Reduce -2.5% 8,513 $813K
Jacksonville Wealth Management, LLC 0.80% Reduce -1.4% 8,475 $809K
Roberts Capital Advisors, LLC 0.70% No change 8,423 $804K
Alan B Lancz & Associates, Inc. 0.85% Add +56.1% 8,350 $797K
Avestar Capital, LLC 0.08% Reduce -4.6% 8,303 $793K
Canvas Wealth Advisors, LLC 0.20% Reduce -1.4% 9,240 $792K
Brown, Lisle/Cummings, Inc. 0.23% Add +0.2% 8,240 $787K
River Street Advisors LLC 0.39% Reduce -0.1% 8,217 $785K
Pinebridge Investments, L.P. 0.01% Add +45.1% 5,725 $784K
TFC Financial Management, Inc. 0.12% No change 8,181 $781K
Confluence Investment Management LLC 0.01% Add +0.3% 8,126 $776K
Transcend Capital Advisors, LLC 0.06% Add +196.4% 8,009 $765K
Henshaw Capital LLC 0.03% Add +31.8% 7,989 $763K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.13% Add +826.9% 7,990 $762K
Private Wealth Partners, LLC 0.06% Reduce -60.2% 7,960 $760K
Wealth Alliance, LLC 0.09% Reduce -10.8% 7,954 $759K
Main Management ETF Advisors, LLC 0.04% New 7,931 $757K
Piar LLC 0.84% Reduce -20.2% 7,910 $755K
Manchester Capital Management LLC 0.09% No change 7,880 $752K
Parkworth Wealth Management, Inc. 0.60% Add +13.9% 8,168 $752K
MIG Capital, LLC 0.10% Add +150.4% 7,838 $748K
Mayflower Financial Advisors, LLC 0.11% Reduce -6.8% 7,781 $743K
Natixis 0.00% New 7,895 $739K
Horst & Graben Wealth Management LLC 0.13% Add +11.8% 7,735 $739K
Woodard & Co. Asset Management Group Inc. 0.15% Reduce -4.0% 7,708 $736K
Sivia Capital Partners, LLC 0.34% Add +3.8% 7,684 $734K
Cravens & Co Advisors, LLC 0.57% Reduce -5.5% 7,666 $732K
Sciencast Management LP 0.17% New 7,654 $731K
Econ Financial Services Corp 0.39% New 7,652 $731K
Pinnacle Wealth Management Advisory Group, LLC 0.07% New 7,649 $730K
Grandview Asset Management LLC 0.28% Reduce -0.1% 7,615 $727K
Souders Financial Advisors 0.10% Reduce -24.2% 7,530 $719K
Legacy Wealth Asset Management, LLC 0.20% Reduce -3.3% 7,517 $718K
Wealthspire Advisors, LLC 0.00% Reduce -49.1% 7,463 $713K
2UniFi Bank 0.46% Reduce -1.6% 6,360 $712K
Clarius Group, LLC 0.04% Add +64.1% 7,449 $711K
Element Pointe Advisors, LLC 0.17% Reduce -1.6% 7,450 $711K
Syon Capital LLC 0.06% Add +10.7% 7,448 $711K
Everhart Financial Group, Inc. 0.10% No change 7,421 $709K
Tyler-Stone Wealth Management 0.13% Reduce -7.0% 7,410 $707K
Doliver Advisors, LP 0.20% Add +47.4% 7,365 $703K
CNB Bank 0.35% Add +3.2% 7,331 $700K
Fiduciary Trust Co 0.01% Add +6.1% 7,277 $695K
PFG Advisors 0.04% Add +81.5% 7,258 $693K
Sagespring Wealth Partners, LLC 0.02% Add +40.2% 7,206 $688K
Freedom Investment Management, Inc. 0.06% Add +8.0% 7,136 $681K
Viawealth, LLC 0.42% Reduce -11.9% 7,133 $681K
Solidarity Wealth, LLC 0.17% Reduce -1.2% 7,124 $680K
Spahn Wealth & Retirement LLC 0.50% Add +1.3% 7,107 $679K
SlateStone Wealth, LLC 0.07% No change 7,080 $676K
Marex Group Ltd 0.01% Reduce -73.6% 7,084 $676K
Inspire Advisors, LLC 0.08% New 7,055 $674K
Evoke Wealth, LLC 0.02% Add +6.5% 7,043 $672K
SIG North Trading, ULC 0.14% Reduce -93.7% 7,042 $672K
Strive Asset Management, LLC 0.47% Reduce -17.9% 7,013 $670K
Blue Barn Wealth, LLC 0.35% Reduce -5.9% 6,971 $666K
Kingswood Wealth Advisors, LLC 0.06% Reduce -7.3% 6,938 $665K
Centurion Wealth Management LLC 0.21% No change 6,236 $663K
Nadler Financial Group, Inc. 0.07% Reduce -4.5% 6,938 $662K
R Squared Ltd 0.71% Add +476.8% 6,922 $661K
Brown Brothers Harriman & Co. 0.00% Add +1.0% 6,910 $660K
NorthRock Partners, LLC 0.02% Add +14.9% 6,893 $658K
Three Magnolias Financial Advisors, LLC 0.55% Add +10.6% 6,858 $655K
Capital Asset Advisory Services LLC 0.03% Add +42.3% 6,497 $654K
Perigon Wealth Management, LLC 0.02% Reduce -12.3% 6,831 $652K
PFG Investments, LLC 0.04% Reduce -9.3% 6,806 $650K
Forum Financial Management, LP 0.01% Reduce -4.7% 6,788 $648K
Gotham Asset Management 0.01% Add +89.0% 6,773 $647K
Dorsey & Whitney Trust CO LLC 0.04% Add +105.2% 6,750 $644K
Salvus Wealth Management, LLC 0.40% Add +2.5% 6,748 $644K
New World Advisors LLC 0.14% Add +16.7% 6,675 $637K
Guggenheim Capital LLC 0.01% Add +1.3% 6,665 $636K
World Equity Group, Inc. 0.18% Reduce -26.6% 6,653 $635K
Moneco Advisors, LLC 0.07% Reduce -0.9% 6,626 $632K
Traynor Capital Management, Inc. 0.05% Reduce -8.3% 6,591 $629K
BBR Partners, LLC 0.04% Add +9.4% 6,563 $627K
Focus Partners Advisor Solutions, LLC 0.01% Add +27.7% 6,562 $627K
Lakeridge Wealth Management LLC 0.31% No change 6,559 $626K
Garrison Point Advisors, LLC 0.30% No change 6,545 $625K
Rialto Wealth Management, LLC 0.20% Reduce -0.4% 6,540 $624K
Lindbrook Capital, LLC 0.06% Reduce -12.5% 6,530 $624K
Focused Wealth Management, Inc 0.08% Add +0.5% 6,428 $614K
Fulton Breakefield Broenniman LLC 0.04% New 6,422 $613K
First Horizon Advisors, Inc. 0.02% Reduce -0.8% 6,395 $611K
Aigen Investment Management, LP 0.10% Add +92.2% 5,404 $609K
Lazari Capital Management, Inc. 0.25% Add +0.8% 6,364 $608K
Xcel Wealth Management, LLC 0.19% Reduce -17.3% 6,364 $608K
Accredited Investors Inc. 0.04% Reduce -1.0% 6,355 $607K
Kirtland Hills Capital Management, LLC 0.37% Add +73.6% 7,229 $605K
FAS Wealth Partners, Inc. 0.05% Reduce -3.7% 6,313 $603K
Gilbert & Cook, Inc. 0.09% Reduce -0.6% 6,313 $603K
WD Rutherford LLC 0.32% New 7,155 $600K
Birch Financial Group, LLC 0.53% Reduce -6.8% 6,286 $600K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -0.7% 6,275 $599K
Sax Wealth Advisors, LLC 0.04% Add +53.9% 6,271 $599K
AA Financial Advisors, LLC 0.15% Add +2.1% 6,270 $599K
Claro Advisors Inc. 0.08% Add +18.0% 6,263 $598K
Capital Markets Trading UK LLP 0.68% Reduce -75.0% 6,177 $597K
Lake Street Private Wealth, LLC 0.10% Reduce -5.5% 6,155 $594K
Beverly Hills Private Wealth, LLC 0.12% Add +0.2% 6,203 $592K
TBH Global Asset Management, LLC 0.11% No change 6,202 $592K
Gill Capital Partners, LLC 0.20% Reduce -0.0% 6,132 $585K
Brucke Financial, Inc. 0.51% Reduce -0.2% 6,136 $583K
Quilter Plc 0.01% Add +201.0% 6,065 $579K
Garner Asset Management Corp 0.26% Add +1.6% 6,060 $579K
Clear Creek Financial Management, LLC 0.06% Reduce -3.2% 6,060 $579K
Callan Capital, LLC 0.04% Add +25.6% 6,018 $575K
GFG Capital, LLC 0.18% Reduce -15.5% 5,985 $571K
Castleview Partners, LLC 0.39% Add +1.7% 5,960 $569K
Trivant Custom Portfolio Group, LLC 0.33% New 5,959 $569K
Miller Financial Services LLC 0.82% Reduce -4.6% 5,958 $569K
Marks Group Wealth Management, Inc 0.05% Reduce -26.6% 5,952 $568K
Accuvest Global Advisors 0.48% New 5,929 $566K
Prosperity Consulting Group, LLC 0.04% Add +1.7% 5,921 $565K
Soltis Investment Advisors LLC 0.05% Reduce -2.3% 5,920 $565K
HBK Sorce Advisory LLC 0.02% Reduce -1.2% 5,909 $564K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +1.1% 5,775 $564K
Breakwater Capital Group 0.10% Add +1.2% 5,861 $560K
AdvisorNet Financial, Inc 0.04% Add +38.3% 5,822 $556K
Congress Park Capital LLC 0.21% Reduce -1.3% 5,800 $554K
Fiera Capital Corp 0.00% Reduce -10.1% 5,797 $554K
Plancorp, LLC 0.02% Add +1.3% 5,767 $551K
Danske Bank A/S 0.00% Reduce -24.8% 5,765 $550K
LexAurum Advisors, LLC 0.11% Reduce -11.6% 5,724 $547K
Argent Trust Co 0.02% Add +0.1% 5,677 $542K
180 Wealth Advisors, LLC 0.09% Reduce -2.8% 5,646 $539K
Triumph Capital Management 0.18% Reduce -1.0% 5,640 $539K
Harbour Capital Advisors, LLC 0.13% Reduce -1.1% 6,540 $538K
Total Clarity Wealth Management, Inc. 0.18% No change 5,057 $538K
Investment House LLC 0.03% No change 5,600 $535K
Gardner Lewis Asset Management L P 0.13% New 5,590 $534K
StoneX Group Inc. 0.03% Reduce -18.7% 5,569 $533K
TCFG Wealth Management, LLC 0.27% Add +44.3% 5,562 $531K
SLT Holdings LLC 0.53% Add +3.3% 5,550 $530K
Strategic Blueprint, LLC 0.03% Reduce -13.1% 5,549 $530K
GTS Securities LLC 0.02% New 5,547 $530K
Johnson Investment Counsel Inc. 0.01% Add +2.9% 5,541 $529K
Pachira Investments Inc. 0.37% Add +1.1% 5,465 $528K
Keystone Wealth Services, LLC 0.14% Add +8.7% 5,498 $525K
Legacy Advisory Services, LLC 0.44% Reduce -8.9% 5,463 $522K
Tacita Capital Inc 0.38% Add +26.0% 5,478 $521K
Gagnon Securities LLC 0.11% Reduce -4.5% 5,453 $521K
Diversified Trust Co. 0.01% Add +107.2% 5,440 $519K
SVB Wealth LLC 0.02% Add +2.3% 5,415 $517K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.24% Add +8.1% 5,406 $516K
Graypoint LLC 0.03% Reduce -0.4% 5,383 $514K
Ameritas Advisory Services, LLC 0.02% Reduce -11.0% 5,082 $514K
Ascent Group, LLC 0.02% New 5,376 $513K
Eastern Bank 0.01% Add +152.7% 5,357 $511K
KG Capital Management 0.17% Reduce -1.6% 5,352 $511K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -4.3% 5,343 $510K
Winthrop Advisory Group LLC 0.06% Add +4.9% 5,320 $508K
Rede Wealth, LLC 0.18% No change 5,312 $507K
Whittier Trust Co. 0.01% Add +0.1% 5,267 $503K
Kovack Advisors, Inc. 0.05% Reduce -50.1% 5,263 $503K
NorthCoast Asset Management LLC 0.00% Add +46.1% 5,254 $502K
Schwartz Investment Counsel Inc. 0.02% Reduce -25.0% 5,250 $501K
Capital Investment Advisory Services, LLC 0.04% Add +13.5% 5,243 $501K
Coldstream Capital Management Inc. 0.01% Add +6.3% 5,238 $500K
Nations Financial Group Inc, /Ia/ 0.04% Add +5.7% 5,239 $500K
One Wealth Management Investment & Advisory Services, LLC 0.82% Reduce -1.2% 5,170 $494K
Checchi Capital Advisers, LLC 0.03% Add +2.9% 5,129 $490K
Central Pacific Bank - Trust Division 0.07% Add +1635.9% 5,121 $489K
Westmount Partners, LLC 0.15% No change 5,072 $484K
Mission Wealth Management, LP 0.01% Reduce -6.1% 5,058 $483K
Clay Northam Wealth Management, LLC 0.34% Add +0.4% 5,056 $483K
JGP Wealth Management, LLC 0.06% Add +0.5% 5,033 $481K
First United Bank & Trust 0.18% Add +9.3% 5,015 $479K
Berbice Capital Management LLC 0.41% No change 5,013 $479K
Virtue Capital Management, LLC 0.06% New 5,008 $478K
Creative Financial Designs Inc. 0.04% Reduce -9.5% 4,975 $475K
Seven Mile Advisory 0.32% Reduce -1.9% 4,973 $475K
PUREfi Wealth, LLC 0.47% Reduce -12.7% 4,956 $473K
Harrington Investments, INC 0.27% Add +3.0% 4,952 $473K
Geneos Wealth Management Inc. 0.02% Add +21.6% 4,946 $472K
First Command Advisory Services, Inc. 0.00% Add +0.4% 4,938 $471K
Diligent Investors, LLC 0.11% Reduce -15.0% 4,911 $469K
GK Wealth Management LLC 0.58% Reduce -17.9% 4,876 $466K
Obermeyer Wealth Partners 0.02% Reduce -8.4% 4,863 $464K
Howland Capital Management LLC 0.02% Reduce -2.0% 4,849 $463K
SageView Advisory Group, LLC 0.02% Add +52.3% 4,840 $462K
SeaCrest Wealth Management, LLC 0.05% Add +11.3% 4,820 $460K
Octavia Wealth Advisors, LLC 0.06% Reduce -9.1% 4,812 $459K
Redwood Financial Network Corp 0.35% No change 4,794 $458K
Regatta Capital Group, LLC 0.09% Reduce -0.0% 4,792 $458K
Cornerstone Enterprises, LLC 0.28% Add +8.6% 4,791 $457K
Optimum Investment Advisors 0.21% Add +5.1% 4,780 $456K
Realta Investment Advisors 0.21% Reduce -2.5% 4,765 $455K
Naples Global Advisors, LLC 0.04% Add +1.1% 4,763 $455K
Evanson Asset Management, LLC 0.03% No change 4,761 $455K
Jacobi Capital Management LLC 0.03% Reduce -4.6% 4,747 $453K
Capstone Investment Advisors, LLC 0.01% Add +70.4% 4,733 $452K
Heritage Investors Management Corp. 0.02% Reduce -1.1% 4,726 $451K
Marcum Wealth, LLC 0.04% Reduce -59.4% 4,708 $450K
KRS Capital Management, LLC 0.36% No change 4,715 $450K
Sandy Spring Bank 0.02% Reduce -24.1% 4,697 $448K
Westbourne Investments, Inc. 0.27% New 4,692 $448K
Great Diamond Partners, LLC 0.12% Reduce -12.3% 4,689 $448K
Capital Investment Advisors, LLC 0.01% Add +16.9% 4,679 $447K
Nichols & Pratt Advisers LLP 0.03% Reduce -28.2% 4,668 $446K
Obsidian Cio, LLC 0.07% Add +16.8% 4,639 $443K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -5.4% 4,633 $442K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% No change 4,560 $441K
Greystone Financial Group, LLC 0.08% Add +0.7% 4,601 $439K
Moors & Cabot, Inc. 0.02% Reduce -22.8% 4,590 $438K
Integrity Investment Advisors, LLC 0.40% — 4,580 $437K
Essex LLC 0.09% Reduce -0.1% 4,575 $437K
Aprio Wealth Management, LLC 0.05% Add +30.0% 4,553 $435K
Impact Capital Partners LLC 0.16% Reduce -1.6% 4,544 $434K
Caliber Wealth Management, LLC / KS 0.06% — 4,485 $434K
Brookwood Investment Group LLC 0.07% — 4,539 $433K
QRG Capital Management, Inc. 0.00% Reduce -11.1% 4,539 $433K
Barlow Wealth Partners, LLC 0.06% No change 4,425 $430K
M.E. Allison & Co., Inc. 0.42% Add +12.5% 4,500 $430K
Choate Investment Advisors 0.01% Reduce -19.8% 4,474 $427K
Ballentine Partners, LLC 0.01% Add +1.4% 4,450 $425K
Riverstone Advisors, LLC 0.26% New 4,444 $424K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -16.2% 4,421 $422K
UMB Bank, n.a. 0.01% Reduce -16.1% 4,417 $422K
Harbor Investment Advisory, LLC 0.04% No change 4,386 $419K
Objectivity Squared, LLC 0.35% No change 4,997 $418K
Fullcircle Wealth LLC 0.17% Add +2.7% 4,240 $418K
Veltria Advisors Corp. 0.27% Reduce -10.6% 4,377 $418K
Clarity Wealth Advisors, LLC 0.11% Reduce -18.7% 4,335 $414K
Graham Capital Management, L.P. 0.02% New 4,303 $411K
Ceera Investments, LLC 0.14% No change 4,270 $408K
Leuthold Group, LLC 0.05% New 4,267 $407K
GWN Securities Inc. 0.02% New 4,183 $399K
New Insight Wealth Advisors 0.18% Reduce -0.9% 4,156 $397K
Greenleaf Trust 0.00% Add +5.3% 4,146 $396K
Evercore Wealth Management, LLC 0.01% Reduce -0.1% 4,140 $395K
Secure Asset Management, LLC 0.08% Add +0.5% 4,090 $390K
Baader Bank Aktiengesellschaft 0.04% Add +75.8% 4,674 $390K
Financial Advisors Network, Inc. 0.06% No change 4,082 $390K
Cornerstone Wealth Group, LLC 0.03% Reduce -0.9% 4,081 $390K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -29.3% 4,045 $386K
Keudell/Morrison Wealth Management 0.09% Reduce -0.6% 4,031 $385K
Conservest Capital Advisors, Inc. 0.04% No change 4,020 $384K
Tru Independence Asset Management 2, LLC 0.29% No change 4,000 $382K
Dynamic Advisor Solutions LLC 0.01% New 3,997 $382K
One Capital Management, LLC 0.01% New 3,995 $381K
Vance Wealth, LLC 0.14% Reduce -0.0% 3,992 $381K
Fifth Third Wealth Advisors LLC 0.02% Add +54.1% 3,960 $378K
LM Advisors LLC 0.07% Reduce -2.0% 3,957 $378K
Rhumbline Advisers 0.00% Add +1.6% 3,937 $376K
Bright Financial Advisors, Inc. 0.23% No change 3,936 $376K
Platform Technology Partners 0.11% Reduce -13.5% 3,923 $375K
Nautilus Advisors LLC 0.31% Reduce -14.2% 3,920 $374K
Moneta Group Investment Advisors LLC 0.01% Reduce -2.4% 3,905 $373K
Oxford Financial Group, LTD. LLC 0.03% Add +1.5% 3,892 $372K
Round Rock Advisors LLC 0.07% No change 3,880 $370K
Ewa, LLC 0.14% Add +39.8% 3,837 $366K
True Vision MN LLC 0.22% Reduce -0.8% 3,830 $366K
Strengthening Families & Communities, LLC 0.22% Add +33.6% 4,140 $365K
Essex Financial Services, Inc. 0.03% New 3,815 $364K
Black Swift Group, LLC 0.08% New 3,800 $363K
Compass Capital Corp. /Ma/ 0.19% New 3,795 $362K
Harvest Fund Management Co., Ltd 0.02% Reduce -60.2% 3,790 $362K
Wealthcare Advisory Partners LLC 0.01% Reduce -11.8% 3,759 $359K
Pine Valley Investments Ltd Liability Co 0.02% No change 3,739 $357K
Benedict Financial Advisors Inc. 0.08% Reduce -55.0% 3,730 $356K
Dana Investment Advisors, Inc. 0.01% New 3,726 $356K
Occidental Asset Management, LLC 0.05% Add +24.9% 3,703 $354K
Wealth Architects, LLC 0.04% Reduce -19.8% 3,693 $353K
Wealthspire Retirement, LLC 0.03% Add +0.5% 3,682 $352K
Tradition Wealth Management, LLC 0.03% Add +15.4% 3,678 $351K
Latitude Advisors, LLC 0.20% Add +1.8% 3,677 $351K
Glenview Trust Co 0.01% Add +5.5% 3,676 $351K
Empirical Asset Management, LLC 0.12% Reduce -29.3% 3,653 $349K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -97.5% 3,656 $349K
Kazazian Asset Management, LLC 0.29% No change 3,650 $349K
Composition Wealth, LLC 0.01% Add +1.2% 3,622 $346K
Nemes Rush Group LLC 0.04% Reduce -0.2% 3,559 $344K
Regions Financial Corp. 0.00% Add +4.0% 3,603 $344K
Shay Capital LLC 0.10% New 3,600 $344K
Ashford Capital Management Inc. 0.04% No change 3,600 $344K
Root Financial Partners, LLC 0.04% Reduce -19.1% 3,591 $343K
Moseley Investment Management Inc. 0.13% Reduce -7.9% 3,574 $341K
Rwa Wealth Partners, LLC 0.00% Add +6.6% 3,568 $341K
Brookstone Capital Management 0.00% Reduce -4.7% 3,551 $339K
Keystone Global Partners, LLC 0.24% — 3,540 $338K
Avidian Wealth Enterprises, LLC 0.01% Add +3.4% 3,533 $337K
Cassaday & Co Wealth Management LLC 0.01% Add +2.9% 3,525 $337K
TFB Advisors LLC 0.10% Add +0.6% 3,522 $336K
Kathmere Capital Management, LLC 0.03% Add +25.6% 3,499 $334K
Simon Quick Advisors, LLC 0.02% New 3,498 $334K
Altfest L J & Co. Inc. 0.04% Add +41.5% 3,497 $334K
CMT Capital Markets Trading GmbH 0.14% Reduce -73.5% 3,447 $333K
Everpar Advisors LLC 0.18% Reduce -3.4% 3,478 $332K
Somerset Trust Co 0.12% Add +20.8% 3,477 $332K
FFT Wealth Management LLC 0.07% Reduce -1.3% 3,476 $332K
Van Hulzen Asset Management, LLC 0.03% Add +12.2% 3,465 $331K
Redhawk Wealth Advisors, Inc. 0.04% Add +2.9% 3,455 $330K
Flputnam Investment Management Co. 0.01% Add +4.5% 3,455 $330K
Bedel Financial Consulting, Inc. 0.05% No change 3,463 $325K
Ferguson Wellman Capital Management, Inc. 0.01% Add +38.8% 3,401 $325K
Buckhead Capital Management LLC 0.10% No change 3,400 $325K
TABR Capital Management, LLC 0.34% New 3,379 $323K
Y.D. More Investments Ltd 0.03% Reduce -6.6% 2,952 $321K
Pinnacle Financial Partners Inc 0.01% Add +4.0% 3,233 $320K
Formidable Asset Management, LLC 0.05% No change 3,350 $320K
HBW Advisory Services LLC 0.05% Reduce -7.5% 3,342 $319K
Aventura Private Wealth, LLC 0.17% No change 3,335 $318K
Trueblood Wealth Management, LLC 0.15% No change 3,313 $316K
City National Bank of Florida 0.28% Reduce -17.1% 3,303 $315K
ERn Financial, LLC 0.05% Add +0.3% 3,290 $314K
Global Financial Private Client, LLC 0.12% No change 3,273 $313K
Beacon Capital Management, LLC 0.04% Add +2.1% 3,269 $312K
Banque Cantonale Vaudoise 0.01% — 3,241 $312K
Keel Point, LLC 0.02% Add +8.2% 3,267 $312K
Avantax Planning Partners, Inc. 0.01% Reduce -0.9% 3,255 $311K
Summit Trail Advisors, LLC 0.01% Add +3.2% 3,254 $311K
Acima Private Wealth, LLC 0.11% No change 3,251 $310K
Larson Financial Group LLC 0.01% Add +52.1% 3,226 $308K
Resonant Capital Advisors, LLC 0.02% Add +4.8% 3,216 $307K
Fort Sheridan Advisors LLC 0.05% No change 3,210 $306K
Ridgewood Investments LLC 0.14% No change 3,208 $306K
Ausdal Financial Partners, Inc. 0.02% Reduce -15.8% 3,186 $304K
Roehl & Yi Investment Advisors, LLC 0.16% Add +0.1% 3,182 $304K
Ascent Wealth Partners, LLC 0.04% No change 3,181 $304K
Sprott Inc. 0.02% Add +6.0% 3,181 $304K
Capital A Wealth Management, LLC 0.32% Reduce -0.6% 3,178 $303K
Turn8 Private Wealth Inc. 0.24% Reduce -1.9% 3,175 $302K
First Foundation Advisors 0.01% Reduce -3.1% 3,140 $300K
Oxinas Partners, LLC 0.18% Add +0.2% 3,139 $300K
FineMark National Bank & Trust 0.01% Add +1.4% 3,138 $300K
Wealth Alliance Advisory Group, LLC 0.06% No change 3,130 $299K
Greatmark Investment Partners, Inc. 0.04% New 3,125 $298K
Juncture Wealth Strategies, LLC 0.12% New 3,114 $297K
Rehmann Capital Advisory Group 0.02% Add +33.5% 3,111 $297K
Sargent Investment Group, LLC 0.05% Reduce -0.7% 3,110 $297K
Rainey & Randall Wealth Advisors Inc. 0.06% New 3,097 $296K
First Heartland Consultants, Inc. 0.03% Reduce -10.7% 3,097 $296K
Azimuth Capital Investment Management LLC 0.01% Add +10.9% 3,090 $295K
Twin Peaks Wealth Advisors, LLC 0.13% Reduce -5.0% 3,498 $294K
Lazard Asset Management LLC 0.00% New 3,075 $293K
Fairman Group, LLC 0.27% No change 2,750 $292K
Koss-Olinger Consulting, LLC 0.02% New 3,060 $292K
Saxony Capital Management, LLC 0.26% Reduce -5.9% 3,055 $292K
Synovus Financial Corp. 0.00% Reduce -41.0% 3,047 $291K
Gilliland Jeter Wealth Management LLC 0.10% Reduce -0.1% 3,002 $290K
Uniting Wealth Partners, LLC 0.15% No change 3,000 $290K
DLK Investment Management, LLC 0.12% No change 3,030 $289K
Yarger Wealth Strategies, LLC 0.17% Add +2.9% 3,026 $289K
Holistic Financial Partners 0.14% Add +1.2% 3,020 $288K
Wealthedge Investment Advisors, LLC 0.13% New 3,016 $288K
Montgomery Investment Management Inc. 0.11% Reduce -37.5% 3,000 $286K
Accurate Wealth Management, LLC 0.05% Add +4.0% 3,408 $285K
Csenge Advisory Group 0.02% Reduce -54.8% 3,403 $285K
Summa Corp. 0.16% No change 2,978 $284K
Pure Financial Advisors, LLC 0.01% Add +21.1% 2,949 $282K
Elevation Point Wealth Partners, LLC 0.02% Add +8.8% 2,942 $281K
Fulton Bank, N.A. 0.01% Add +9.5% 2,946 $281K
May Hill Capital, LLC 0.11% Reduce -3.8% 2,942 $281K
Mindset Wealth Management, LLC 0.11% Reduce -2.3% 2,930 $280K
Arax Advisory Partners 0.02% Reduce -13.8% 2,923 $279K
EMC Capital Management 0.17% No change 2,825 $279K
Indie Asset Partners, LLC 0.24% Reduce -27.5% 2,880 $275K
GAMCO Investors 0.00% No change 2,880 $275K
OneAscent Financial Services LLC 0.02% Reduce -8.7% 2,840 $274K
Burns J W & Co. Inc. 0.04% No change 2,850 $272K
BTG Pactual Asset Management US LLC 0.04% No change 2,836 $271K
Paces Ferry Wealth Advisors, LLC 0.13% Reduce -3.8% 2,819 $269K
EverSource Wealth Advisors, LLC 0.01% Add +29.4% 2,810 $268K
Magnolia Capital Advisors LLC 0.07% Reduce -0.2% 2,789 $267K
Anderson Financial Strategies, LLC 0.16% New 2,798 $267K
Johnson Financial Group, LLC 0.03% New 2,796 $267K
AssuredPartners Investment Advisors, LLC 0.05% Reduce -1.3% 2,776 $265K
GFS Advisors, LLC 0.05% Reduce -9.7% 2,779 $265K
Fort Point Capital Partners LLC 0.03% Add +1.5% 2,772 $265K
LVW Advisors, LLC 0.03% Add +0.6% 2,766 $264K
Quarry LP 0.07% New 2,750 $263K
Modern Wealth Management, LLC 0.01% Add +14.2% 2,743 $262K
YHB Investment Advisors, Inc. 0.02% Reduce -0.4% 2,725 $260K
Hollencrest Capital Management 0.01% Add +39.5% 2,725 $260K
Brooklyn Investment Group 0.06% Add +559.6% 2,724 $260K
Manchester Financial Inc. 0.06% No change 2,713 $259K
Vishria Bird Financial Group, LLC 0.09% New 2,710 $259K
Parr McKnight Wealth Management Group, LLC 0.04% No change 2,695 $257K
SouthState Bank Corp 0.01% Add +8.1% 2,669 $255K
CWA Asset Management Group, LLC 0.01% Reduce -38.0% 2,653 $253K
GatePass Capital, LLC 0.19% New 2,650 $253K
Prospect Financial Services LLC 0.14% Reduce -47.6% 2,635 $251K
Hexagon Capital Partners LLC 0.05% Reduce -1.5% 2,631 $251K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Add +1.4% 2,627 $251K
Algert Global LLC 0.01% New 2,631 $251K
Delta Financial Group, Inc. 0.06% Add +0.6% 2,275 $249K
Simmons Bank 0.02% Reduce -6.1% 2,605 $249K
Tidemark, LLC 0.09% No change 2,592 $247K
Wolff Wiese Magana LLC 0.17% Reduce -8.9% 2,589 $247K
WealthPlan Investment Management, LLC 0.02% Reduce -17.6% 2,572 $246K
Versant Capital Management, Inc 0.04% Add +1302.7% 2,567 $245K
Bordeaux Wealth Advisors LLC 0.05% Add +0.3% 2,563 $245K
Forefront Wealth Partners, LLC 0.17% Add +3.0% 2,555 $244K
Verus Capital Partners, LLC 0.02% Reduce -6.2% 2,553 $244K
Johnson Financial Group, Inc. 0.01% Add +20.1% 2,546 $243K
Redwood Investments, LLC 0.09% No change 2,544 $243K
Potomac Fund Management Inc. 0.11% Add +10.9% 2,970 $242K
Family Manage LLC 0.04% Add +5.3% 2,525 $241K
MassMutual Private Wealth & Trust, FSB 0.01% Add +3.9% 2,511 $240K
Cypress Financial Planning LLC 0.09% New 2,503 $239K
J.Safra Asset Management Corp 0.02% Add +81.8% 2,501 $239K
Hummer Financial Advisory Services Inc 0.19% No change 2,500 $239K
SP Asset Management LLC 0.02% No change 2,500 $239K
Annex Advisory Services, LLC 0.01% Reduce -6.6% 2,476 $236K
Founders Financial Securities LLC 0.02% Add +3.3% 2,394 $236K
First Affirmative Financial Network 0.14% Reduce -10.0% 2,463 $235K
Embree Financial Group 0.04% Add +7.6% 2,456 $234K
Sonora Investment Management Group, LLC 0.02% Reduce -26.9% 2,447 $234K
Lantz Financial LLC 0.06% Reduce -1.9% 2,444 $233K
WMG Financial Advisors, LLC 0.10% Add +22.0% 2,440 $233K
Frank, Rimerman Advisors LLC 0.02% No change 2,435 $232K
Wedmont Private Capital 0.01% Reduce -16.1% 2,773 $232K
Pitti Group Wealth Management, LLC 0.24% Add +1.4% 2,430 $232K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% Add +4.3% 2,425 $232K
Willis Johnson & Associates, Inc. 0.02% Reduce -2.8% 2,405 $230K
Signature Estate & Investment Advisors LLC 0.01% Add +1.1% 2,399 $229K
Howard Bailey Securities, LLC 0.08% Reduce -18.7% 2,398 $229K
Reliant Investment Partners, LLC 0.23% Reduce -1.1% 2,365 $229K
J. Safra Sarasin Holding AG 0.00% New 2,382 $227K
Evolution Wealth Advisors, LLC 0.04% Reduce -10.3% 2,381 $227K
Magnus Financial Group LLC 0.02% Add +4.4% 2,381 $227K
Blue Trust, Inc. 0.00% Add +31.4% 2,379 $227K
BSW Wealth Partners 0.03% Reduce -6.0% 2,378 $227K
Full Sail Capital, LLC 0.01% No change 2,373 $227K
Leeward Financial Partners, LLC 0.08% Reduce -18.2% 2,371 $226K
Visionary Wealth Advisors 0.01% Add +2.0% 2,360 $225K
Whittier Trust Co. of Nevada Inc. 0.01% Add +14.1% 2,357 $225K
Strategic Financial Concepts, LLC 0.04% Add +0.7% 2,353 $225K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +11.2% 2,350 $224K
Quintet Private Bank (Europe) S.A. 0.01% No change 2,347 $224K
Adero Partners, LLC 0.01% Add +1.9% 2,346 $224K
Tyche Wealth Partners LLC 0.05% Add +2.5% 2,344 $224K
Davies Financial Advisors, Inc. 0.19% No change 2,343 $224K
Clarity Capital Partners LLC 0.09% New 2,312 $224K
Gemmer Asset Management LLC 0.02% No change 2,340 $223K
Joel Isaacson & Co., LLC 0.01% New 2,337 $223K
SS&H Financial Advisors, Inc. 0.08% No change 2,320 $222K
Blodgett Wealth Advisors, LLC 0.19% No change 2,325 $222K
WealthPLAN Partners, LLC 0.03% No change 2,310 $221K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -11.2% 2,309 $220K
Ballast Advisors LLC 0.07% Add +11.9% 2,308 $220K
All Terrain Financial Advisors, LLC 0.09% Reduce -1.3% 2,305 $220K
Aspen Capital Management, LLC 0.07% — 2,300 $220K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +1.0% 2,292 $219K
Modera Wealth Management, LLC 0.00% No change 2,289 $219K
Seros Financial, LLC 0.16% New 2,281 $218K
Advisors Capital Management, LLC 0.00% Add +13.7% 2,276 $217K
McGlone Suttner Wealth Management, Inc. 0.04% No change 2,270 $217K
Koshinski Asset Management, Inc. 0.02% Add +13.8% 2,265 $216K
Prosperity Financial Group, Inc. 0.11% Reduce -2.2% 2,260 $216K
Drive Wealth Management, LLC 0.05% Add +9.8% 2,259 $216K
Mountain Capital Investment Advisors Inc. 0.05% Add +7.3% 2,263 $215K
Freestone Capital Holdings, LLC 0.01% Reduce -7.6% 2,251 $215K
Sovran Advisors, LLC 0.03% New 2,565 $215K
Western Financial Corp 0.12% Reduce -0.1% 2,245 $214K
Savvy Advisors, Inc. 0.02% Reduce -39.3% 2,241 $214K
Austin Private Wealth, LLC 0.02% No change 2,240 $214K
Maia Wealth LLC 0.05% Add +1.9% 2,576 $213K
First National Corp. /Ma/ 0.05% No change 2,230 $213K
NWF Advisory Services Inc. 0.03% Reduce -46.4% 2,217 $212K
Integrity Alliance, Llc. 0.01% New 2,213 $211K
Truefg, LLC 0.07% No change 2,210 $211K
Banque Transatlantique SA 0.01% Reduce -47.5% 2,205 $210K
Western Wealth Management, LLC 0.01% Reduce -1.7% 2,199 $210K
Genesis Private Wealth, LLC 0.11% Add +0.8% 2,197 $210K
Veracity Capital LLC 0.08% Add +0.1% 2,194 $209K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 2,189 $209K
Ariadne Wealth Management, LP 0.11% New 2,275 $209K
Wealth Effects LLC 0.09% Reduce -15.5% 2,175 $208K
West Family Investments, Inc. 0.08% Reduce -63.6% 2,172 $207K
Post Resch Tallon Group Inc. 0.21% Reduce -0.9% 2,120 $206K
SFE Investment Counsel 0.04% No change 2,150 $205K
Valley Wealth Managers, Inc. 0.02% No change 2,150 $205K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.13% Reduce -87.4% 2,150 $205K
Flaharty Asset Management, LLC 0.03% Reduce -25.8% 2,145 $205K
Moss Adams Wealth Advisors LLC 0.02% New 2,144 $205K
Arlington Trust Co LLC 0.04% No change 2,141 $204K
Spinnaker Trust 0.01% No change 2,137 $204K
UNIVEST FINANCIAL Corp 0.01% New 2,130 $203K
Quotient Wealth Partners, LLC 0.01% New 2,128 $203K
Stonekeep Investments, LLC 0.15% Reduce -2.2% 2,121 $202K
Leo Wealth, LLC 0.03% New 2,114 $202K
Sunpointe, LLC 0.11% Reduce -0.7% 2,102 $201K
Pure Portfolios Holdings LLC 0.07% New 2,102 $201K
Wolf Group Capital Advisors 0.07% New 2,101 $201K
Davidson Kahn Capital Management, LLC 0.15% No change 2,100 $201K
Mendel Money Management 0.10% New 2,100 $201K
Newman Dignan & Sheerar, Inc. 0.05% No change 2,070 $198K
Cromwell Holdings LLC 0.13% Reduce -15.9% 2,054 $196K
Abound Wealth Management 0.06% Add +11.9% 2,019 $193K
Park Place Capital Corp 0.05% No change 2,008 $192K
Chilton Capital Management LLC 0.01% No change 2,000 $191K
Compass Wealth Management LLC 0.05% Reduce -35.0% 1,950 $186K
Tsfg, LLC 0.04% No change 1,950 $186K
Kozak & Associates, Inc. 0.05% No change 2,243 $186K
Advyzon Investment Management, LLC 0.07% New 1,940 $185K
MCF Advisors LLC 0.01% No change 1,840 $176K
CSS LLC 0.03% New 1,768 $169K
Zions Bancorporation, National Association 0.01% — 1,751 $167K
Independence Bank of Kentucky 0.03% No change 1,750 $167K
McIlrath & Eck, LLC 0.02% No change 1,750 $167K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% No change 1,750 $167K
von Borstel & Associates, Inc. 0.05% New 1,734 $165K
Acropolis Investment Management, LLC 0.01% No change 1,700 $162K
GeoWealth Management, LLC 0.01% Reduce -68.9% 1,699 $162K
HUB Investment Partners, LLC 0.01% Add +16.6% 1,696 $162K
CKW Financial Group 0.02% No change 1,637 $160K
CVA Family Office, LLC 0.02% Add +24.3% 1,621 $155K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,695 $154K
Avion Wealth 0.04% No change 1,406 $149K
1620 Investment Advisors, Inc. 0.11% Reduce -1.0% 1,527 $146K
PFS Partners, LLC 0.08% No change 1,527 $146K
Murphy & Mullick Capital Management Corp 0.14% Add +0.3% 1,511 $144K
S&T Bank 0.05% No change 1,500 $143K
Kimelman & Baird, LLC 0.01% No change 1,500 $143K
Centaurus Financial, Inc. 0.01% Reduce -0.3% 1,492 $142K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% No change 1,411 $134K
Tortoise Investment Management, LLC 0.01% No change 1,402 $134K
Sittner & Nelson, LLC 0.06% Add +74.3% 1,384 $132K
Asset Dedication, LLC 0.01% No change 1,370 $131K
JFS Wealth Advisors, LLC 0.01% Add +5.8% 1,325 $127K
Rise Advisors, LLC 0.06% Add +0.9% 1,306 $125K
Bank of New Hampshire 0.03% No change 1,300 $124K
Ramirez Asset Management, Inc. 0.03% Reduce -7.1% 1,300 $124K
Sava Infond d.o.o. 0.02% Add +18.2% 1,300 $124K
HHM Wealth Advisors, LLC 0.02% No change 1,286 $123K
Pacifica Partners Inc. 0.06% No change 1,490 $123K
Physician Wealth Advisors, Inc. 0.02% Add +2.8% 1,267 $121K
Washington Trust Advisors, Inc. 0.01% Add +1.8% 1,257 $120K
CX Institutional 0.00% New 1,235 $118K
Pier 88 Investment Partners LLC 0.14% No change 1,200 $114K
LRI Investments, LLC 0.01% Add +33.3% 1,185 $113K
Smallwood Wealth Investment Management, LLC 0.07% New 1,163 $111K
Plante Moran Financial Advisors, LLC 0.01% Reduce -3.8% 1,160 $111K
Old Second National Bank of Aurora 0.03% No change 1,110 $106K
Mirova 0.02% Add +23.4% 1,106 $106K
Provenance Wealth Advisors, LLC 0.01% No change 1,074 $104K
Main Street Group, LTD 0.04% No change 1,050 $100K
Evermay Wealth Management LLC 0.01% No change 1,033 $99K
Trust Co. of Vermont 0.00% Reduce -9.0% 1,014 $97K
Opal Wealth Advisors, LLC 0.03% New 1,010 $96K
Investment Management Corp. /Va/ 0.09% No change 1,000 $95K
Belmont Capital, LLC 0.02% No change 1,000 $95K
Crews Bank & Trust 0.02% No change 1,000 $95K
Alpine Bank Wealth Management 0.02% — 1,000 $95K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,000 $95K
Olde Wealth Management, LLC 0.03% New 987 $94K
Pin Oak Investment Advisors Inc. 0.07% No change 1,185 $93K
GAMMA Investing LLC 0.01% Add +80.0% 963 $92K
Financial Network Wealth Advisors LLC 0.12% Add +6.5% 947 $90K
Mather Group, Llc. 0.00% Add +127.4% 912 $87K
CoreCap Advisors, LLC 0.00% Reduce -69.5% 904 $86K
Cloud Capital Management, LLC 0.06% — 910 $86K
Highline Wealth Partners LLC 0.03% Reduce -4.7% 896 $86K
Colonial Trust Co / SC 0.01% Add +240.8% 893 $85K
Orion Capital Management LLC 0.04% Add +4.9% 892 $85K
WPG Advisers, LLC 0.08% Add +44.7% 867 $83K
Stonebridge Financial Group, LLC 0.01% No change 835 $80K
Hoey Investments, Inc. 0.02% Reduce -40.3% 830 $79K
Tobam 0.03% Reduce -96.2% 565 $77K
Activest Wealth Management 0.02% Add +283.8% 806 $77K
BankPlus Trust Department 0.03% New 799 $76K
CENTRAL TRUST Co 0.00% Reduce -1.3% 780 $74K
Holos Integrated Wealth LLC 0.05% No change 780 $74K
Anchor Investment Management, LLC 0.01% Reduce -6.0% 780 $74K
DecisionPoint Financial, LLC 0.02% No change 750 $72K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -95.9% 744 $71K
Golden State Wealth Management, LLC 0.01% Reduce -51.9% 736 $70K
Blue Bell Private Wealth Management, LLC 0.01% No change 730 $70K
Picton Mahoney Asset Management 0.00% New 714 $68K
Ogorek Anthony Joseph /NY/ 0.02% Add +237.6% 709 $67K
Global Trust Asset Management, LLC 0.04% No change 700 $67K
HM Payson & Co. 0.00% No change 686 $66K
1 North Wealth Services LLC 0.03% New 670 $64K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -22.4% 664 $63K
PARK CIRCLE Co 0.06% No change 650 $62K
Pension & Wealth Management Advisors, Inc. 0.02% Add +34.4% 648 $62K
Whipplewood Advisors, LLC 0.04% Add +243.4% 182 $61K
Richards, Merrill & Peterson, Inc. 0.03% Reduce -29.4% 625 $60K
Coston, McIsaac & Partners 0.02% No change 620 $59K
Hazlett, Burt & Watson, Inc. 0.03% No change 600 $58K
Rosenberg Matthew Hamilton 0.01% Add +2.6% 601 $57K
Salem Investment Counselors Inc. 0.00% No change 600 $57K
Addison Advisors LLC 0.02% No change 586 $56K
Clean Yield Group 0.02% Add +59.9% 582 $56K
GW&K Investment Management, LLC 0.00% No change 580 $55K
ORG Partners LLC 0.01% Reduce -95.7% 553 $54K
Smartleaf Asset Management LLC 0.01% Add +7.0% 554 $54K
Colonial Trust Advisors 0.00% Add +115.4% 560 $53K
Continuum Advisory, LLC 0.01% Reduce -34.8% 550 $53K
North Star Investment Management Corp. 0.00% No change 550 $53K
S.A. Mason LLC 0.03% No change 535 $51K
Private Wealth Management Group, LLC 0.02% No change 518 $49K
McClarren Financial Advisors, Inc. 0.03% Reduce -63.5% 190 $49K
N.E.W. Advisory Services LLC 0.00% New 512 $49K
American National Bank & Trust 0.01% Reduce -46.9% 510 $49K
Towne Trust Company, N.A 0.02% No change 500 $48K
Accent Capital Management, LLC 0.03% New 480 $46K
Parkside Financial Bank & Trust 0.01% Add +150.3% 478 $46K
Compass Financial Services Inc 0.02% Reduce -34.4% 456 $44K
Hemington Wealth Management 0.01% Add +3.9% 452 $43K
HighMark Wealth Management LLC 0.02% No change 428 $41K
Bayforest Capital Ltd 0.02% Reduce -83.3% 400 $38K
Your Advocates Ltd., LLP 0.01% No change 400 $38K
GoalVest Advisory LLC 0.01% Add +14.4% 397 $38K
Sierra Ocean, LLC 0.03% Reduce -8.8% 395 $38K
Carolinas Wealth Consulting LLC 0.01% Add +12.3% 383 $37K
Sachetta, LLC 0.01% No change 372 $36K
Financial Management Professionals, Inc. 0.00% Reduce -10.6% 361 $34K
Cary Street Partners Investment Advisory LLC 0.02% Add +86.8% 355 $34K
SJS Investment Consulting Inc. 0.01% No change 350 $33K
Key Financial Inc 0.01% No change 344 $33K
Dagco, Inc. 0.01% New 317 $30K
Smithfield Trust Co 0.00% Add +149.2% 314 $30K
SWAN Capital LLC 0.01% No change 300 $29K
FWL Investment Management, LLC 0.01% Reduce -42.9% 300 $29K
Trifecta Capital Advisors, LLC 0.01% No change 300 $29K
Concord Wealth Partners 0.00% Reduce -18.5% 300 $29K
GHP Investment Advisors, Inc. 0.00% Add +38.1% 290 $28K
Park Square Financial Group, LLC 0.02% Add +30.1% 272 $26K
WealthCollab, LLC 0.02% No change 267 $25K
Horrell Capital Management, Inc. 0.01% No change 264 $25K
Laurel Wealth Advisors LLC 0.00% No change 260 $25K
PFG Private Wealth Management, LLC 0.01% Reduce -2.7% 256 $24K
Pingora Partners LLC 0.02% No change 250 $24K
Financial Gravity Asset Management, Inc. 0.01% — 241 $23K
Foster Dykema Cabot & Partners, LLC 0.00% No change 240 $23K
Stone House Investment Management, LLC 0.00% New 221 $21K
Investment Research & Advisory Group, Inc. 0.01% No change 220 $21K
Wayfinding Financial, LLC 0.01% New 229 $21K
Bfsg, LLC 0.00% Reduce -99.4% 215 $21K
Medallion Wealth Advisors, LLC 0.01% Reduce -4.2% 208 $20K
Fourth Dimension Wealth, LLC 0.01% Reduce -25.0% 210 $20K
Nova Wealth Management, Inc. 0.02% New 208 $20K
City State Bank 0.01% No change 200 $19K
PrairieView Partners, LLC 0.00% No change 200 $19K
Painted Porch Advisors LLC 0.01% Add +56.5% 194 $19K
Cullen/Frost Bankers, Inc. 0.00% Reduce -38.7% 193 $18K
Cape Investment Advisory, Inc. 0.01% Add +4.6% 181 $17K
REAP Financial Group, LLC 0.00% Add +500.0% 180 $17K
Birchbrook, Inc. 0.01% No change 162 $15K
Bell Investment Advisors, Inc 0.00% No change 161 $15K
Rothschild Investment LLC 0.00% Add +378.8% 158 $15K
Bangor Savings Bank 0.00% No change 152 $15K
Twin Lakes Capital Management, LLC 0.01% No change 150 $14K
Dunhill Financial, LLC 0.01% Add +87.5% 150 $14K
Inlight Wealth Management, LLC 0.01% New 145 $14K
Tradewinds Capital Management, LLC 0.00% No change 140 $13K
SRH Advisors, LLC 0.00% No change 140 $13K
Hartford Financial Management Inc. 0.00% No change 136 $13K
Capital Analysts, LLC 0.00% No change 123 $12K
Gould Capital, LLC 0.01% No change 125 $12K
Glen Eagle Advisors, LLC 0.00% No change 122 $12K
Edmond DE Rothschild Holding S.A. 0.00% No change 121 $12K
Olistico Wealth, LLC 0.01% No change 120 $11K
Stuart Chaussee & Associates, Inc. 0.00% No change 120 $11K
Curio Wealth, LLC 0.01% New 1 $11K
Hurley Capital, LLC 0.01% No change 110 $11K
Red Tortoise LLC 0.01% New 110 $11K
Sound Income Strategies, LLC 0.00% No change 108 $10K
Armstrong Advisory Group, Inc. 0.00% No change 90 $10K
Hager Investment Management Services, LLC 0.01% No change 100 $10K
Dogwood Wealth Management LLC 0.01% Add +5.3% 100 $10K
Ameriflex Group, Inc. 0.00% No change 100 $10K
Legacy Bridge, LLC 0.01% No change 98 $9K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 95 $9K
Global Wealth Strategies & Associates 0.00% Add +16.3% 93 $9K
Cornerstone Planning Group LLC 0.00% Add +8.0% 95 $9K
Carolina Wealth Advisors, LLC 0.00% No change 89 $8K
Vermillion & White Wealth Management Group, LLC 0.01% No change 85 $8K
Heritage Wealth Advisors 0.00% No change 85 $8K
Fortitude Family Office, LLC 0.00% No change 82 $8K
Centricity Wealth Management, LLC 0.01% No change 80 $8K
C M Bidwell & Associates Ltd. 0.00% No change 80 $8K
Ameritas Investment Partners, Inc. 0.00% New 80 $8K
Country Trust Bank 0.00% New 78 $7K
Covestor Ltd 0.00% Reduce -49.3% 68 $7K
WASHINGTON TRUST Co 0.00% Reduce -5.3% 72 $7K
Center for Financial Planning, Inc. 0.00% Add +1300.0% 70 $7K
Marshall & Sterling Wealth Advisors Inc. 0.00% Add +40.0% 70 $7K
Fortis Group Advisors, LLC 0.00% No change 70 $7K
Roxbury Financial LLC 0.01% No change 59 $7K
Cranbrook Wealth Management, LLC 0.00% No change 66 $6K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 63 $6K
Fairscale Capital, LLC 0.01% No change 60 $6K
Semmax Financial Advisors Inc. 0.00% No change 62 $6K
Cordant, Inc. 0.00% New 55 $5K
Bear Mountain Capital, Inc. 0.00% No change 50 $5K
Tower View Wealth Management LLC 0.00% No change 50 $5K
Missouri Trust & Investment Co 0.00% No change 50 $5K
Abound Financial, LLC 0.00% New 50 $5K
Binnacle Investments Inc 0.00% — 47 $4K
NewSquare Capital LLC 0.00% Add +80.8% 47 $4K
Bruce G. Allen Investments, LLC 0.00% Reduce -2.2% 44 $4K
TCTC Holdings, LLC 0.00% New 42 $4K
Valley National Advisers Inc. 0.00% Add +6.4% 50 $4K
Hopwood Financial Services, Inc. 0.00% Reduce -27.3% 40 $4K
Atwood & Palmer Inc. 0.00% No change 40 $4K
Vision Financial Markets LLC 0.00% New 40 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $4K
Thompson Investment Management, Inc. 0.00% No change 40 $4K
NBT Bank, N.A. 0.00% No change 40 $4K
Trust Co 0.00% No change 39 $4K
Millstone Evans Group, LLC 0.00% New 36 $3K
Kestra Investment Management, LLC 0.00% Reduce -94.2% 35 $3K
Pandora Wealth, Inc. 0.00% — 35 $3K
Granite FO LLC 0.00% No change 33 $3K
Roble, Belko & Company, Inc 0.00% No change 30 $3K
Prestige Wealth Management Group LLC 0.00% No change 30 $3K
New Millennium Group LLC 0.00% No change 30 $3K
Retirement Wealth Solutions LLC 0.00% Reduce -28.6% 25 $2K
ESL Trust Services, LLC 0.00% No change 25 $2K
Motco 0.00% Reduce -72.5% 25 $2K
Raffa Wealth Management, LLC 0.00% Reduce -14.3% 24 $2K
American Capital Advisory, LLC 0.00% Reduce -50.0% 20 $2K
Gen-Wealth Partners Inc 0.00% No change 20 $2K
Duncker Streett & Co. Inc. 0.00% No change 20 $2K
Principia Wealth Advisory, LLC 0.00% No change 20 $2K
Richardson Financial Services Inc. 0.00% No change 19 $2K
Winch Advisory Services, LLC 0.00% New 19 $2K
Kiker Wealth Management, LLC 0.00% New 18 $2K
Pacific Center for Financial Services 0.00% No change 18 $2K
Mascoma Wealth Management LLC 0.00% No change 18 $2K
Private Wealth Asset Management, LLC 0.00% — 18 $2K
True Wealth Design, LLC 0.00% Reduce -5.6% 17 $2K
Aspect Partners, LLC 0.00% New 17 $2K
Salomon & Ludwin, LLC 0.00% No change 16 $2K
Bare Financial Services, Inc 0.00% New 15 $1K
Oakworth Capital, Inc. 0.00% New 13 $1K
Darwin Wealth Management, LLC 0.00% No change 10 $1K
New England Capital Financial Advisors LLC 0.00% No change 11 $1K
Cheviot Value Management, LLC 0.00% New 10 $984
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 10 $955
Optiver Holding B.V. 0.00% New 10 $955
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.8% 9 $859
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 8 $767
Blume Capital Management, Inc. 0.00% No change 8 $764
PayPay Securities Corp 0.03% No change 6 $577
High Note Wealth, LLC 0.00% No change 4 $382
TD Capital Management LLC 0.00% No change 4 $382
Albion Financial Group 0.00% No change 3 $287
Greykasell Wealth Strategies, Inc. 0.00% New 1 $95
Perkins Coie Trust Co 0.00% New 1 $95
Rakuten Securities, Inc. 0.00% No change 1 $95

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