Shopify Inc. Class ASHOP

13F holders, Q1 2026 (March 31)
1,740holders −152
140new positions
290sold out
11famous investors
$118.98avg. 13F price*

At the end of Q1 2026, 1,740 institutions reported holding Shopify Inc. Class A (SHOP) in their 13F filings, down 152 from Q4 2025. 140 opened new positions and 290 sold out. The largest holders were Capital International Investors ($5.9B), FMR LLC ($5.4B) and Invesco Ltd. ($4.3B). 11 famous investors held it, including Cathie Wood (3.9% of ARK Investment Management's portfolio), Ron Baron (1.7% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions140$718.2M
Exits290$1.2B

All 13F filers, Q4 2025 → Q1 2026: 75,085,687 shares bought and 86,087,912 shares sold, net −11,002,225 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,740 holders

Capital International Investors 1.40% Add +30.6% 50,060,088 $5.9B
FMR LLC 0.29% Reduce -4.5% 45,834,484 $5.4B
Invesco Ltd. 0.42% Reduce -12.3% 36,379,261 $4.3B
Vanguard Capital Management LLC 0.10% — 33,735,144 $4.0B
Capital World Investors 0.55% Reduce -29.5% 33,696,844 $4.0B
Baillie Gifford & Co. 3.52% Reduce -7.0% 29,021,841 $3.4B
T. Rowe Price Associates Inc. 0.34% Add +6.3% 25,016,858 $3.0B
Morgan Stanley 0.18% Reduce -6.6% 24,704,666 $2.9B
Royal Bank of Canada 0.49% Add +9.7% 21,658,696 $2.6B
FIL Ltd 1.68% Reduce -0.9% 18,226,469 $2.2B
JPMorgan Chase & Co. 0.13% Reduce -47.8% 17,457,018 $2.0B
Jennison Associates LLC 1.33% Reduce -14.1% 16,299,259 $1.9B
Loomis Sayles & Co. L P 2.30% Reduce -0.5% 14,403,445 $1.7B
Bank of Montreal 0.64% Add +7.7% 13,053,711 $1.5B
Geode Capital Management, LLC 0.10% Add +2.5% 12,910,116 $1.5B
National Bank of Canada 1.55% Add +36.0% 12,811,918 $1.5B
Alliancebernstein L.P. 0.46% Add +34.6% 8,813,928 $1.4B
Capital Research Global Investors 0.21% Add +507.0% 11,641,932 $1.4B
Bank of America Corp. 0.10% Reduce -2.6% 11,183,985 $1.3B
Vanguard Fiduciary Trust Co. 0.32% — 10,774,862 $1.3B
1832 Asset Management L.P. 1.60% Add +30.4% 10,187,742 $1.2B
Mackenzie Financial Corp. 1.42% Reduce -0.1% 9,946,334 $1.2B
TD Asset Management Inc 0.92% Add +9.9% 9,574,621 $1.1B
Goldman Sachs Group Inc. 0.14% Reduce -30.6% 9,146,115 $1.1B
Wellington Management Group LLP 0.20% Add +40.6% 9,070,116 $1.1B
Sands Capital Management, LLC 4.16% Reduce -6.0% 8,935,666 $1.1B
BlackRock, Inc. 0.02% Reduce -11.9% 8,887,516 $1.1B
Cibc World Market Inc. 1.82% Add +0.2% 8,749,299 $1.0B
Manufacturers Life Insurance Company, The 0.87% Add +8.5% 8,418,903 $998.1M
Canada Pension Plan Investment Board 0.64% Reduce -5.2% 8,312,252 $986.5M
Franklin Resources Inc. 0.24% Reduce -3.2% 8,272,377 $981.6M
Massachusetts Financial Services Co. 0.27% Add +2.4% 6,031,360 $789.3M
Connor, Clark & Lunn Investment Management Ltd. 1.75% Add +2.9% 6,384,833 $757.7M
Newlands Management Operations LLC 4.85% No change 6,325,050 $750.3M
Legal & General Group Plc 0.17% Reduce -0.1% 6,344,182 $750.2M
Polen Capital Management LLC 5.17% Reduce -12.4% 6,306,740 $748.1M
WCM Investment Management, LLC 1.70% Reduce -0.3% 6,682,523 $746.9M
Edgewood Management LLC 4.64% Reduce -2.1% 6,066,124 $719.6M
Nuveen, LLC 0.16% Reduce -16.6% 5,087,563 $602.7M
Vanguard Global Advisers, LLC 0.31% — 4,919,938 $583.8M
UBS Group AG 0.10% Add +67.3% 4,730,646 $561.1M
Baron Capital (BAMCO) 1.69% Add +106.2% 4,718,230 $559.7M
Artisan Partners Limited Partnership 0.84% Reduce -0.7% 4,362,111 $517.4M
CIBC Asset Management Inc 1.25% Add +0.6% 4,305,479 $511.1M
ARK Investment Management 3.85% Add +5.0% 4,177,652 $495.6M
Swiss National Bank 0.28% Add +27.1% 4,115,300 $487.6M
Janus Henderson Group PLC 0.23% Reduce -7.6% 4,088,788 $478.9M
Sumitomo Mitsui Trust Group, Inc. 0.28% Add +4.1% 3,678,602 $436.4M
Barclays PLC 0.15% Add +108.0% 3,639,371 $431.7M
Jane Street Group, LLC 0.45% Add +1027.1% 3,497,721 $414.9M
Bank of New York Mellon Corp 0.08% Add +4.8% 3,495,964 $414.7M
Amova Asset Management Americas, Inc. 5.80% Add +5.0% 3,458,265 $410.2M
Deutsche Bank AG 0.13% Reduce -4.8% 3,232,952 $383.5M
Amundi 0.10% Add +2.7% 3,200,943 $379.7M
Bank of Nova Scotia 0.67% Add +24.2% 3,196,004 $379.1M
Wells Fargo & Company 0.07% Reduce -9.2% 3,073,182 $364.5M
Toronto Dominion Bank 0.71% Reduce -4.4% 3,070,686 $364.4M
Clearbridge Investments, LLC 0.31% Reduce -27.0% 3,041,015 $360.7M
Winslow Capital Management, LLC 1.40% Add +2.3% 3,024,200 $358.7M
Federation des caisses Desjardins du Quebec 1.24% Add +28.6% 2,920,057 $345.0M
Charles Schwab Investment Management Inc. 0.05% Add +3.9% 2,726,780 $322.5M
Sei Investments Co. 0.30% Add +7.5% 2,704,618 $320.8M
Mirova US LLC 3.60% Reduce -4.1% 2,671,242 $316.9M
Victory Capital Management Inc. 0.20% Add +358.2% 2,546,610 $302.1M
Marshall Wace, LLP 0.33% Add +33.8% 2,541,886 $301.5M
Ameriprise Financial Inc. 0.07% Add +15.2% 2,446,749 $292.3M
ICONIQ Capital, LLC 6.53% No change 2,456,052 $291.3M
Susquehanna International Group, LLP 0.35% Add +334.9% 2,254,053 $267.4M
Envestnet Asset Management Inc. 0.07% Add +21.7% 2,251,187 $267.0M
Raymond James Financial Inc. 0.08% Reduce -1.7% 2,198,319 $260.8M
Gilder Gagnon Howe & Co. LLC 3.07% Reduce -1.1% 2,154,743 $255.6M
Picton Mahoney Asset Management 2.64% Add +10.5% 2,135,617 $253.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.22% — 2,129,246 $252.6M
Natixis Advisors, LLC 0.31% Add +18.8% 1,884,639 $223.6M
Northern Trust Corp. 0.03% Add +2.5% 1,818,538 $215.7M
Mufg Securities (canada), LTD. 6.19% Reduce -2.3% 1,818,588 $215.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.23% Reduce -22.5% 1,749,349 $207.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.28% Add +4.7% 1,713,564 $203.2M
Strategy Capital LLC 16.00% Add +0.9% 1,649,987 $195.7M
Ashe Capital Management, LP 24.51% Reduce -5.9% 1,647,738 $195.5M
Russell Investments Group, Ltd. 0.21% Add +7.0% 1,652,855 $194.6M
Pictet Asset Management Holding SA 0.20% Add +18.9% 1,622,681 $192.3M
Barton Investment Management 23.85% Reduce -2.3% 1,602,959 $190.1M
ProShare Advisors LLC 0.27% Reduce -18.1% 1,554,879 $184.4M
Rathbones Group PLC 0.72% Add +7.8% 1,510,859 $179.2M
Brown Advisory Inc. 0.29% Reduce -14.6% 1,490,532 $176.8M
LPL Financial LLC 0.05% Add +6.5% 1,465,785 $173.9M
D. E. Shaw & Co. 0.15% Add +13.6% 1,454,594 $172.5M
Polar Capital Holdings Plc 0.75% Reduce -14.2% 1,441,167 $171.0M
American Century Companies Inc. 0.09% Add +32.1% 1,415,395 $167.9M
Caisse de depot et placement du Quebec 0.26% Reduce -1.3% 1,392,886 $164.7M
Zevenbergen Capital Investments LLC 4.47% Reduce -21.8% 1,309,176 $155.3M
Scotia Capital Inc. 0.64% Add +12.5% 1,305,851 $154.7M
Thrivent Financial for Lutherans 0.29% Add +10.4% 1,267,968 $150.4M
TD Waterhouse Canada Inc. 0.42% Add +132.2% 1,194,385 $140.9M
First Trust Advisors LP 0.10% Add +20.0% 1,177,120 $139.6M
Aviva PLC 0.21% Add +3.0% 1,053,953 $124.7M
Neuberger Berman Group LLC 0.09% Add +23.8% 1,056,314 $124.3M
Vaughan Nelson Investment Management, L.P. 1.20% New 1,005,760 $119.3M
Arrowstreet Capital, Limited Partnership 0.06% Reduce -83.5% 1,001,408 $118.8M
Nomura Asset Management International Inc. 0.20% Add +1.4% 1,001,124 $118.8M
Addenda Capital Inc. 3.33% Add +4.9% 717,191 $118.4M
Lord, Abbett & Co. LLC 0.40% Reduce -30.3% 991,890 $117.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Add +17.5% 986,915 $117.0M
Durable Capital Partners LP 1.19% Reduce -52.4% 971,814 $115.3M
Hudson Bay Capital Management LP 0.76% Add +2.6% 950,000 $112.7M
Fred Alger Management, LLC 0.48% Add +58.3% 930,697 $110.4M
Alberta Investment Management Corp 0.76% Add +57.7% 927,408 $110.1M
BNP Paribas Financial Markets 0.07% Reduce -10.6% 921,895 $109.4M
Korea Investment CORP 0.22% Reduce -4.2% 905,594 $107.1M
Thrive Capital Management, LLC 30.92% New 895,817 $106.3M
Citigroup Inc. 0.07% Reduce -32.9% 896,442 $106.0M
State of Tennessee, Department of Treasury 0.35% Add +2.4% 884,154 $104.6M
Susquehanna Advisors Group, Inc. 6.98% Add +19.0% 878,600 $104.2M
Federated Hermes, Inc. 0.17% Reduce -35.4% 861,411 $102.2M
MUFG Securities EMEA plc 1.48% Add +2.4% 840,000 $99.5M
CIBC Bancorp USA Inc. 0.13% — 823,092 $98.0M
TCW Group Inc. 0.72% Reduce -3.2% 811,347 $96.2M
State Street Corp. 0.00% Reduce -2.0% 803,286 $95.3M
Bessemer Group Inc. 0.15% Add +0.9% 803,189 $95.3M
Congress Asset Management Co. 0.67% Reduce -1.3% 791,990 $93.9M
Capital International, Inc. 0.72% Add +33.5% 785,358 $93.2M
Dimensional Fund Advisors LP 0.02% Add +3.7% 783,064 $92.9M
Capital International Sarl 1.50% Add +11.4% 774,152 $91.8M
Allspring Global Investments Holdings, LLC 0.15% Reduce -2.9% 771,069 $91.4M
Schroder Investment Management Group 0.07% Add +0.7% 785,183 $87.8M
CANADA LIFE ASSURANCE Co 0.15% Add +0.4% 727,665 $86.3M
Jones Financial Companies LLLP 0.04% Add +472.3% 749,537 $83.8M
Healthcare of Ontario Pension Plan Trust Fund 0.13% Reduce -44.3% 676,388 $80.2M
NEOS Investment Management LLC 0.40% Add +33.7% 665,331 $78.9M
Stony Point Capital LLC 6.06% Add +16.6% 631,389 $74.9M
APG Asset Management N.V. 0.24% Add +1.8% 726,577 $74.8M
Blair William & Co. 0.21% Add +2.7% 627,424 $74.4M
Vanguard Investments Australia, Ltd. 0.21% — 609,073 $72.3M
Fiera Capital Corp 0.25% Add +4250.4% 609,013 $72.1M
Public Sector Pension Investment Board 0.22% Add +2.3% 606,967 $72.0M
STRS Ohio 0.28% Add +12.6% 600,518 $71.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +5.8% 578,057 $68.6M
Rockefeller Capital Management L.P. 0.12% Reduce -42.1% 574,415 $68.1M
Agf Management Ltd. 0.30% Add +293.5% 569,978 $67.7M
Voya Investment Management LLC 0.08% Reduce -59.4% 566,044 $67.1M
Allen Investment Management, LLC 0.82% Reduce -18.3% 561,136 $66.6M
NZS Capital, LLC 2.18% Add +45.1% 550,389 $65.3M
Guardian Capital LP 1.64% Add +1074.8% 523,837 $62.0M
Royal London Asset Management Ltd. 0.13% Add +1.1% 519,347 $61.6M
DekaBank Deutsche Girozentrale 0.10% No change 524,986 $61.5M
SurgoCap Partners LP 2.04% Add +48.1% 515,733 $61.2M
Life Cycle Investment Partners Ltd 0.37% Add +50.7% 486,902 $57.8M
Steadfast Capital Management LP 2.12% Reduce -55.9% 474,047 $56.2M
Mn Services Vermogensbeheer B.V. 0.37% Add +0.8% 475,272 $56.2M
Voloridge Investment Management, LLC 0.23% New 473,885 $56.2M
Osaic Holdings, Inc. 0.08% Reduce -5.3% 454,787 $53.9M
Creative Planning 0.04% Add +7.6% 440,326 $52.2M
Citadel Advisors 0.04% Add +134.6% 420,473 $49.9M
Lazard Asset Management LLC 0.08% Add +140.6% 417,786 $49.6M
Privium Fund Management B.V. 10.05% Reduce -0.7% 407,000 $48.3M
Capital International Ltd. 1.79% Add +4.8% 406,664 $48.2M
Ensign Peak Advisors, Inc 0.09% Reduce -5.3% 406,669 $48.2M
USS Investment Management Ltd 0.20% Add +110.2% 403,039 $47.8M
Stifel Financial Corp. 0.04% Reduce -2.0% 399,060 $47.3M
Hillsdale Investment Management Inc. 1.25% Reduce -19.0% 388,301 $46.1M
State of Wisconsin Investment Board 0.10% Reduce -12.3% 385,530 $45.6M
Kayne Anderson Rudnick Investment Management LLC 0.13% Reduce -2.3% 382,078 $45.3M
Kinetic Partners Management, LP 2.50% Add +231.8% 377,026 $44.7M
Cetera Investment Advisers 0.05% Add +13.5% 372,259 $44.2M
Zurich Insurance Group Ltd 0.34% Reduce -10.1% 368,059 $43.7M
Altshuler Shaham Ltd 0.80% Reduce -3.0% 366,338 $43.5M
AustralianSuper Pty Ltd 0.23% Reduce -34.2% 365,577 $43.4M
AEGON ASSET MANAGEMENT UK Plc 0.57% Reduce -15.4% 364,254 $43.0M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -7.6% 356,420 $42.3M
AMF Tjanstepension AB 0.28% Add +2.9% 350,833 $41.6M
Advisors Asset Management, Inc. 0.67% Reduce -1.9% 339,637 $40.3M
Truist Financial Corp. 0.05% Reduce -13.4% 330,166 $39.2M
Commonwealth Equity Services, LLC 0.05% Add +2.1% 328,846 $39.0M
Allianz Asset Management GmbH 0.04% Reduce -23.8% 329,122 $38.9M
Castleark Management LLC 1.22% Reduce -10.1% 310,590 $36.8M
Equitable Trust Co. 1.70% Reduce -2.8% 309,602 $36.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -86.9% 306,230 $36.3M
Man Group plc 0.08% Add +63.6% 303,851 $36.0M
Mariner, LLC 0.04% Add +9.5% 299,120 $35.4M
Northwest & Ethical Investments L.P. 0.81% Add +23.6% 295,174 $35.0M
Lansforsakringar Fondforvaltning AB (publ) 0.18% Add +0.9% 288,334 $34.1M
Tudor Investment Corporation 0.18% New 279,318 $33.1M
Investment Management Corp of Ontario 0.43% Add +9.7% 279,188 $33.1M
SG Americas Securities, LLC 0.04% Reduce -45.5% 277,078 $32.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.32% Reduce -8.2% 275,228 $32.6M
Oppenheimer Asset Management Inc. 0.37% Reduce -5.9% 270,112 $32.0M
Walleye Capital LLC 0.21% Reduce -0.4% 266,544 $31.6M
Cornerstone Capital, Inc. 3.13% Add +1.2% 263,825 $31.3M
Huntington National Bank 0.23% Reduce -5.4% 263,383 $31.2M
Harvest Portfolios Group Inc. 0.51% Add +74.3% 262,451 $31.1M
Andra AP-fonden 0.36% Add +166.9% 185,212 $30.6M
Ostrum Asset Management 1.70% New 255,680 $30.3M
HighTower Advisors, LLC 0.03% Add +22.7% 254,836 $30.2M
Bristol John W & Co. Inc. 0.50% New 254,538 $30.2M
GF Fund Management Co. LTD. 0.50% Reduce -18.6% 250,545 $29.7M
AQR Capital Management 0.01% Add +8.5% 250,022 $29.1M
Intact Investment Management Inc. 0.83% Reduce -7.5% 245,694 $29.1M
HRT Financial LP 0.07% New 239,435 $28.4M
Guggenheim Capital LLC 0.22% Reduce -18.9% 235,720 $28.0M
Select Equity Group, L.P. 0.15% Reduce -60.6% 235,714 $28.0M
Wedbush Fund Advisers, LLC 3.21% Add +15.3% 233,770 $27.7M
Thornburg Investment Management Inc. 0.29% Add +70.2% 233,601 $27.7M
Pathstone Holdings, LLC 0.11% Add +18.0% 233,548 $27.7M
Millennium Management 0.02% Reduce -10.4% 232,972 $27.6M
Ossiam 0.48% Reduce -3.1% 230,280 $27.3M
Gavilan Investment Partners LLC 7.33% No change 230,000 $27.3M
Janney Montgomery Scott LLC 0.07% Add +15.9% 229,628 $27.2M
Principal Financial Group Inc. 0.01% Reduce -23.9% 222,232 $26.3M
Quantinno Capital Management LP 0.04% Add +10.4% 221,747 $26.3M
MML Investors Services, LLC 0.07% Add +15.5% 221,022 $26.2M
Assetmark, Inc. 0.05% Add +2.6% 219,104 $26.0M
SEB Asset Management AB 0.11% — 217,311 $25.7M
Northwestern Mutual Wealth Management Co. 0.02% Add +7.0% 214,449 $25.4M
Capital Fund Management S.A. 0.23% Add +1640.3% 212,109 $25.2M
ThornTree Capital Partners LP 4.46% New 211,795 $25.1M
Swiss Life Asset Management Ltd 0.12% Add +12.8% 208,643 $24.7M
Peregrine Capital Management LLC 0.91% New 206,918 $24.5M
Union Bancaire Privee, UBP SA 0.34% Reduce -17.3% 230,457 $24.3M
Intech Investment Management LLC 0.24% Reduce -7.6% 205,375 $24.3M
Brown Capital Management LLC 3.40% Reduce -18.7% 201,723 $23.9M
Baker Avenue Asset Management, LP 0.54% Add +17.8% 200,132 $23.7M
Manchester Global Management (UK) Ltd 3.17% Add +30.7% 199,956 $23.7M
Ampersand Capital Group, L.P. 12.97% Add +8.1% 199,763 $23.7M
Islander Capital Partners, L.P. 9.16% Add +59.0% 196,000 $23.2M
Varma Mutual Pension Insurance Co 0.13% No change 191,408 $22.6M
D.A. Davidson & Co. 0.14% Add +6.9% 188,072 $22.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.67% Add +4.0% 185,793 $22.0M
Focus Partners Wealth 0.02% Reduce -9.7% 184,788 $22.0M
Nissay Asset Management Corp. /Japan 0.12% Add +4.8% 184,696 $21.9M
Maryland State Retirement & Pension System 0.44% Add +1.2% 180,494 $21.4M
CI Investments Inc. 0.10% Reduce -65.6% 178,051 $21.1M
Teachers Retirement System of the State of Kentucky 0.16% Reduce -10.2% 177,366 $21.0M
Nippon Life Global Investors Americas, Inc. 0.95% New 177,070 $21.0M
Ninepoint Partners LP 2.47% Add +62.3% 176,230 $20.9M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -3.2% 176,075 $20.9M
Oddo BHF Asset Management Sas 0.80% No change 122,698 $20.3M
Bank Pictet & Cie (Europe) AG 0.43% New 167,956 $19.9M
Lyell Wealth Management, LP 1.44% Add +0.0% 164,916 $19.6M
Acadian Asset Management LLC 0.03% Add +110.1% 164,070 $19.4M
Daiwa Securities Group Inc. 0.06% Reduce -5.0% 163,192 $19.4M
Thompson Siegel & Walmsley LLC 0.33% No change 158,940 $18.9M
HSBC Holdings PLC 0.01% Reduce -58.3% 157,728 $18.6M
Baird Financial Group, Inc. 0.03% Add +2.5% 156,201 $18.5M
Triasima Portfolio Management inc. 2.78% Reduce -14.9% 155,216 $18.4M
Welch & Forbes LLC 0.24% Add +0.4% 153,531 $18.2M
Liontrust Investment Partners LLP 0.31% Reduce -34.3% 153,143 $18.2M
Gryphon Financial Partners LLC 1.90% Add +3.5% 152,807 $18.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +769.9% 150,745 $17.9M
iA Global Asset Management Inc. 0.25% Reduce -26.2% 149,046 $17.7M
Ilex Capital Partners (UK) LLP 0.44% Add +101.9% 148,896 $17.7M
Franklin Street Advisors Inc. 1.08% Add +119.8% 148,703 $17.6M
Apollon Wealth Management, LLC 0.29% Reduce -0.6% 148,676 $17.6M
Sanctuary Advisors, LLC 0.09% Reduce -11.3% 147,911 $17.5M
Arthedge Capital Management, LLC 17.52% No change 146,600 $17.4M
Danica Pension, Livsforsikringsaktieselskab 0.32% New 104,931 $17.3M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.26% Reduce -19.8% 146,047 $17.3M
Gerber Kawasaki Wealth & Investment Management 0.54% Add +238.7% 143,282 $17.0M
Vestmark Advisory Solutions, Inc. 0.19% Add +7.6% 142,909 $17.0M
Nomura Holdings Inc. 0.14% Reduce -30.6% 142,866 $16.9M
Generali Asset Management SPA SGR 0.35% Add +36.0% 101,482 $16.8M
Tremblant Capital Group 0.53% Reduce -14.2% 138,433 $16.4M
Rheos Capital Works Inc. 1.09% No change 138,000 $16.4M
Dash Acquisitions Inc. 3.39% Add +7.3% 120,640 $16.3M
Marcho Partners LLP 13.14% Add +21.7% 137,158 $16.3M
Shelton Capital Management 0.35% Reduce -2.3% 136,158 $16.2M
Carnegie Investment Counsel 0.31% Add +16.4% 135,824 $16.1M
Trillium Asset Management, LLC 0.53% Reduce -3.2% 135,650 $16.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Add +8.7% 135,392 $15.9M
Utah Retirement Systems 0.16% Reduce -1.0% 134,122 $15.9M
WINTON GROUP Ltd 0.55% Add +168.8% 132,133 $15.7M
Ithaka Group LLC 3.22% Add +2.3% 130,679 $15.5M
Steadview Capital Management LLC 6.73% Reduce -49.1% 128,559 $15.2M
BI Asset Management Fondsmaeglerselskab A/S 0.16% Add +5.0% 128,470 $15.2M
Atria Investments, Inc 0.17% Reduce -20.7% 128,006 $15.2M
Cerity Partners LLC 0.02% Add +0.4% 127,684 $15.1M
Equitable Holdings, Inc. 0.10% Add +6.3% 95,051 $15.0M
SteelPeak Wealth, LLC 0.47% Add +5.5% 126,682 $15.0M
Corient Private Wealth LP 0.02% Add +8.9% 131,570 $14.8M
Baltimore-Washington Financial Advisors, Inc. 0.64% Add +6.7% 124,508 $14.8M
Two Sigma Investments, LP 0.01% Add +252.9% 124,170 $14.7M
Parkwood LLC 1.31% Reduce -26.2% 124,149 $14.7M
Meridian Wealth Management, LLC 0.52% Reduce -9.7% 123,830 $14.7M
Louisbourg Investments Inc. 2.77% Add +84.9% 123,616 $14.6M
PNC Financial Services Group, Inc. 0.01% Reduce -2.5% 122,236 $14.5M
Cresset Asset Management, LLC 0.06% Reduce -6.7% 121,700 $14.4M
Readystate Asset Management LP 1.47% New 120,412 $14.3M
Texas Yale Capital Corp. 0.40% Add +0.4% 118,092 $14.0M
Glenmede Trust Co. NA 0.07% Reduce -4.2% 115,368 $13.7M
Erste Asset Management GmbH 0.12% Reduce -66.1% 117,563 $13.1M
AIA Group Ltd 0.19% Reduce -16.8% 110,456 $13.1M
Tocqueville Asset Management L.P. 0.19% Reduce -1.3% 109,740 $13.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +1.1% 108,394 $12.9M
O'shaughnessy Asset Management, LLC 0.06% Reduce -49.9% 105,792 $12.5M
Tower Research Capital LLC (TRC) 0.33% Add +71.2% 105,673 $12.5M
Rafferty Asset Management, LLC 0.05% Add +29.7% 104,782 $12.4M
Public Employees Retirement System of Ohio 0.04% Reduce -51.4% 104,766 $12.4M
Kestra Advisory Services, LLC 0.05% Add +7.2% 103,926 $12.3M
Voleon Capital Management LP 0.27% Add +90.3% 103,658 $12.3M
Capital Group Private Client Services, Inc. 0.21% Add +23.9% 102,992 $12.2M
Markel Group 0.10% No change 102,750 $12.2M
Nepsis Inc. 4.07% Add +3.3% 102,338 $12.1M
Captrust Financial Advisors 0.02% Add +33.6% 100,746 $11.9M
State of Michigan Retirement System 0.06% Reduce -14.8% 99,800 $11.8M
LBP Am SA 0.16% No change 99,711 $11.8M
Freestone Grove Partners LP 0.08% Add +4093.4% 98,125 $11.6M
Yarbrough Capital, LLC 0.41% Reduce -13.1% 97,488 $11.6M
Thoroughbred Financial Services, LLC 0.69% Add +0.1% 97,212 $11.5M
Sierra Summit Advisors LLC 1.67% Add +4.0% 97,102 $11.5M
Y-Intercept (Hong Kong) Ltd 0.21% New 95,606 $11.3M
Candriam S.C.A. 0.06% Reduce -31.4% 95,388 $11.3M
Insight Holdings Group, LLC 0.79% Add +231.8% 94,660 $11.2M
Dana Investment Advisors, Inc. 0.33% Add +3437.5% 94,521 $11.2M
Credit Agricole S A 0.04% Add +0.6% 94,505 $11.2M
Asset Management One Co., Ltd. 0.03% Reduce -0.5% 94,489 $11.2M
Gulf International Bank (UK) Ltd 0.25% Add +53.2% 94,450 $11.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +11.4% 162,753 $11.1M
Covenant Asset Management, LLC 2.27% Reduce -3.1% 93,489 $11.1M
Stevens Capital Management LP 1.71% New 93,425 $11.1M
Venture Visionary Partners LLC 0.37% Add +7.9% 92,755 $11.0M
Mercer Global Advisors Inc. 0.02% Add +35.3% 92,135 $10.9M
Lido Advisors, LLC 0.04% Reduce -22.0% 91,629 $10.9M
Mediolanum International Funds Ltd 0.11% Add +4.7% 96,756 $10.8M
Harvest Fund Management Co., Ltd 0.46% Reduce -4.5% 90,557 $10.7M
Telemark Asset Management, LLC 0.99% Reduce -30.8% 90,000 $10.7M
Capital Group Investment Management Pte. LTD. 1.82% Add +5.7% 89,672 $10.6M
NewEdge Advisors, LLC 0.04% Add +1.7% 88,957 $10.6M
Qube Research & Technologies Ltd 0.01% Reduce -5.5% 88,254 $10.5M
&partners 0.05% Add +1.1% 88,165 $10.5M
M&T Bank Corp 0.03% Add +5.4% 85,483 $10.1M
Exane Asset Management 2.06% New 73,743 $10.1M
Exchange Traded Concepts, LLC 0.08% Add +126.0% 84,915 $10.1M
Nomura Asset Management Co. Ltd. 0.03% Reduce -7.4% 84,656 $10.0M
Henry James International Management Inc. 3.62% Reduce -33.0% 84,609 $10.0M
Trexquant Investment LP 0.07% New 83,408 $9.9M
Mubadala Investment Co PJSC 0.05% New 82,302 $9.8M
IMC-Chicago, LLC 0.15% Add +412.1% 81,570 $9.7M
Wesbanco Bank Inc. 0.27% Add +14.4% 81,530 $9.7M
Bellecapital International Ltd. 1.74% Add +6.2% 81,398 $9.7M
Sustainable Growth Advisers, LP 0.09% Add +33.7% 81,087 $9.6M
Louisiana State Employees Retirement System 0.17% Reduce -1.6% 80,500 $9.5M
Dixon Mitchell Investment Counsel Inc. 0.33% Reduce -2.0% 80,724 $9.5M
Atalanta Sosnoff Capital, LLC 0.20% Add +67.1% 80,155 $9.5M
Purpose Unlimited Inc. 0.40% Add +31.6% 80,001 $9.5M
Square Peg Capital PTY Ltd. 12.58% Add +26.9% 79,771 $9.5M
Profund Advisors LLC 0.34% Reduce -18.3% 78,688 $9.3M
MMBG Investment Advisors Co. 0.85% Reduce -0.0% 77,735 $9.2M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -8.0% 78,426 $9.1M
Lombard Odier Asset Management (Switzerland) SA 0.34% Add +5.9% 75,908 $9.0M
EFG International AG 0.20% Reduce -6.6% 75,832 $9.0M
PCJ Investment Counsel Ltd. 2.52% Add +5.9% 74,860 $8.9M
Ravenswood Partners LP 3.28% Add +0.7% 74,851 $8.9M
Natixis 0.04% Add +28.9% 74,851 $8.9M
Vident Advisory, LLC 0.07% Add +0.0% 73,405 $8.7M
Quantitative Investment Management, LLC 0.90% New 73,387 $8.7M
Osmosis Investment Management UK Ltd 0.23% Add +4.1% 73,198 $8.7M
Americana Partners, LLC 0.22% Add +47.6% 72,766 $8.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -4.4% 71,866 $8.5M
Calamos Advisors LLC 0.04% Add +77.0% 71,855 $8.5M
Advisory Services Network, LLC 0.11% Reduce -15.4% 70,827 $8.4M
Third View Private Wealth, LLC 1.15% Add +7.3% 70,697 $8.4M
Saba Capital Management, L.P. 0.27% Add +149.6% 70,576 $8.4M
WCG Wealth Advisors LLC 0.23% Reduce -2.5% 69,383 $8.2M
Van Eck Associates Corp. 0.01% Reduce -42.6% 68,556 $8.1M
NorthCrest Asset Manangement, LLC 0.25% Reduce -30.9% 68,631 $8.1M
Rakuten Investment Management, Inc. 0.02% Add +9.8% 72,434 $8.1M
EULAV Asset Management 0.26% Reduce -15.0% 68,000 $8.1M
XTX Topco Ltd 0.14% Add +509.0% 67,862 $8.0M
Cornerstone Advisors, LLC 0.29% Add +113.8% 67,520 $8.0M
Prudential PLC 0.06% Reduce -5.7% 67,430 $8.0M
Callan Family Office, LLC 0.18% Add +10.5% 66,867 $7.9M
Black Swift Group, LLC 1.36% Add +322.0% 65,625 $7.8M
Jaffetilchin Investment Partners, LLC 0.46% Add +0.5% 65,597 $7.8M
US Bancorp \de 0.01% Reduce -24.6% 65,150 $7.7M
Fortis Capital Management LLC 1.02% Reduce -3.5% 64,241 $7.6M
Midwest Trust Co 0.09% Add +0.1% 64,050 $7.6M
Faithward Advisors, LLC 1.07% Reduce -0.7% 63,447 $7.5M
NLB Skladi, upravljanje premozenja, d.o.o. 0.35% Reduce -15.8% 61,840 $7.3M
Bogart Wealth, LLC 0.28% Add +19.8% 61,784 $7.3M
Vanguard Personalized Indexing Management, LLC 0.07% Reduce -4.6% 61,356 $7.3M
Allianz SE 0.08% Add +0.1% 60,617 $7.2M
Bank of Nova Scotia Trust Co. 0.61% Add +4.3% 60,328 $7.2M
Commerce Bank 0.03% Add +3.7% 60,249 $7.1M
Tidal Investments LLC 0.02% Reduce -12.1% 60,088 $7.1M
JCIC Asset Management Inc. 2.15% Add +2.2% 59,237 $7.0M
Headlands Technologies LLC 0.80% New 58,958 $7.0M
Aviso Financial Inc. 0.25% Add +25.5% 58,686 $7.0M
United Capital Financial Advisors, LLC 0.04% Add +13.8% 58,490 $6.9M
OMERS ADMINISTRATION Corp 0.04% Add +18.6% 58,044 $6.9M
Torrey Growth & Income Advisors 2.87% Add +0.7% 59,219 $6.8M
NewEdge Wealth, LLC 0.08% Add +2.3% 57,623 $6.8M
Hartline Investment Corp./ 0.74% Add +72.7% 56,485 $6.7M
Beacon Pointe Advisors, LLC 0.04% Add +17.0% 56,293 $6.7M
China Universal Asset Management Co., Ltd. 0.50% Reduce -0.2% 56,189 $6.7M
Davis-Rea LTD. 1.74% New 56,150 $6.7M
Meadowbrook Wealth Management, LLC 8.65% Reduce -4.8% 55,043 $6.5M
Dnca Finance 0.38% New 55,000 $6.5M
Oppenheimer & Co. Inc. 0.08% Add +22.1% 54,476 $6.5M
Ieq Capital, LLC 0.03% Reduce -4.1% 54,295 $6.4M
Weaver Capital Management LLC 1.40% Reduce -2.3% 54,246 $6.4M
Achmea Investment Management B.V. 0.17% No change 54,228 $6.4M
Sciencast Management LP 0.81% Add +47.1% 53,395 $6.3M
HUB Investment Partners, LLC 0.15% Add +1.2% 53,364 $6.3M
Synergy Financial Group, LTD 4.70% Reduce -2.8% 52,756 $6.3M
Kovack Advisors, Inc. 0.33% Reduce -0.5% 52,385 $6.2M
12 West Capital Management LP 1.04% New 52,000 $6.2M
Diversify Wealth Management, LLC 0.11% Add +41.6% 50,770 $6.2M
Optiver Holding B.V. 0.23% Reduce -45.8% 50,323 $6.0M
Farther Finance Advisors, LLC 0.06% Add +9.4% 50,259 $6.0M
Orion Investment Co 1.88% Add +1.1% 50,043 $5.9M
Signaturefd, LLC 0.09% Reduce -9.2% 49,132 $5.8M
Engineers Gate Manager LP 0.07% New 48,868 $5.8M
Steward Partners Investment Advisory, LLC 0.03% Reduce -7.7% 48,835 $5.8M
Capital Investment Services of America, Inc. 0.60% New 48,783 $5.8M
Kestra Private Wealth Services, LLC 0.07% Reduce -0.3% 48,568 $5.8M
Crestwood Advisors Group, LLC 0.10% Reduce -0.8% 48,555 $5.8M
Benjamin Edwards Inc. 0.06% Add +7.1% 47,692 $5.7M
Financial Avengers, Inc. 2.57% Add +0.4% 47,560 $5.6M
Employees Retirement System of Texas 0.06% Reduce -12.9% 47,549 $5.6M
Cary Street Partners Financial LLC 0.14% Add +3.5% 47,287 $5.6M
Integrated Wealth Concepts LLC 0.04% Add +63.8% 46,835 $5.6M
Vise Technologies, Inc. 0.11% No change 34,444 $5.5M
KR Capital LP 1.10% — 46,425 $5.5M
AE Wealth Management LLC 0.03% Add +3.4% 46,091 $5.5M
Choreo, LLC 0.07% Reduce -0.2% 45,775 $5.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -92.2% 45,670 $5.4M
Private Advisor Group, LLC 0.03% Reduce -6.5% 45,489 $5.4M
Norinchukin Bank, The 0.06% Add +10.2% 45,004 $5.3M
Oak Ridge Investments LLC 0.35% Add +3.3% 44,332 $5.3M
Premier Fund Managers Ltd 0.37% Reduce -17.0% 47,012 $5.3M
Ameritas Investment Partners, Inc. 0.16% Add +0.2% 44,299 $5.3M
Flagship Harbor Advisors, LLC 0.23% Add +2.6% 44,149 $5.2M
Gateway Investment Advisers LLC 0.06% Reduce -13.5% 43,946 $5.2M
Arthur M. Cohen & Associates, LLC 0.92% Reduce -0.7% 43,863 $5.2M
Orion Porfolio Solutions, LLC 0.04% Reduce -32.8% 43,809 $5.2M
Sepio Capital, LP 0.28% Add +7.5% 43,797 $5.2M
Infusive Asset Management Inc. 2.50% Add +27.4% 43,611 $5.2M
Penserra Capital Management LLC 0.06% Add +423.7% 43,612 $5.2M
Blackstone Inc. 0.02% New 43,524 $5.2M
Bailard, Inc. 0.12% Add +0.0% 43,392 $5.1M
Nordea Investment Management AB 0.00% Add +35.4% 43,761 $5.0M
Pacer Advisors, Inc. 0.01% Reduce -53.4% 41,401 $4.9M
CSM Advisors, LLC 0.12% Add +408.1% 41,171 $4.9M
Metis Global Partners, LLC 0.12% Reduce -8.3% 41,144 $4.9M
Tenere Capital LLC 3.56% New 40,984 $4.9M
AdvisorNet Financial, Inc 0.25% Add +8.7% 40,977 $4.9M
Dunhill Financial, LLC 1.14% No change 40,619 $4.8M
Brooklyn Investment Group 0.15% Reduce -8.4% 40,231 $4.8M
Stephens Inc. 0.06% Add +4.5% 39,940 $4.7M
PKO Investment Management Joint-Stock Co 0.40% Add +11.1% 40,000 $4.7M
Laird Norton Wetherby Trust Company, LLC 0.10% Reduce -1.0% 39,634 $4.7M
Nightview Capital, LLC 3.60% New 39,574 $4.7M
Alerus Financial NA 0.23% Reduce -12.1% 39,251 $4.7M
Carlson Financial, Inc. 2.74% Add +1.8% 39,172 $4.6M
E Fund Management Co., Ltd. 0.14% — 39,066 $4.6M
Assenagon Asset Management S.A. 0.01% Reduce -94.2% 39,167 $4.6M
Merit Financial Group, LLC 0.03% Add +19.2% 38,968 $4.6M
Westside Investment Management, Inc. 0.71% Reduce -0.4% 38,975 $4.6M
Connective Capital Management, LLC 3.81% New 38,913 $4.6M
Octahedron Capital Management L.P. 3.34% New 38,700 $4.6M
Pittenger & Anderson Inc. 0.18% Reduce -0.3% 38,670 $4.6M
Broadleaf Partners, LLC 1.06% Reduce -3.9% 38,353 $4.5M
Deepwater Asset Management, LLC 2.85% New 37,902 $4.5M
Fifth Third Bancorp 0.01% Add +0.4% 37,355 $4.4M
Portside Wealth Group, LLC 0.59% Reduce -20.5% 36,749 $4.4M
Citizens Financial Group Inc. 0.06% Reduce -10.2% 36,055 $4.3M
Hantz Financial Services, Inc. 0.07% Reduce -82.2% 36,038 $4.3M
J.W. Cole Advisors, Inc. 0.14% Add +0.3% 36,009 $4.3M
Castlefield Investment Partners LLP 3.24% Add +10.1% 35,785 $4.2M
Gardner Lewis Asset Management L P 0.91% Add +164.8% 35,272 $4.2M
Independent Solutions Wealth Management, LLC 0.62% Reduce -2.4% 35,261 $4.2M
Gibbs Wealth Management 0.54% Add +32.0% 34,606 $4.1M
Park Avenue Securities LLC 0.03% Reduce -0.9% 34,436 $4.1M
Capula Management Ltd 0.04% Add +176.6% 34,189 $4.1M
SBI Securities Co., Ltd. 0.11% Reduce -5.2% 34,121 $4.0M
Empowered Funds, LLC 0.03% Add +5.3% 33,886 $4.0M
Global Wealth Management Investment Advisory, Inc. 0.63% Add +55.4% 33,762 $4.0M
ING Groep NV 0.02% Add +18.2% 32,702 $3.9M
Quadrant Capital Group LLC 0.12% Reduce -0.8% 32,603 $3.9M
Ritholtz Wealth Management 0.07% Reduce -0.5% 32,601 $3.9M
UniSuper Management Pty Ltd 0.03% No change 23,300 $3.8M
Compound Planning, Inc. 0.12% Reduce -2.6% 32,249 $3.8M
GC Wealth Management RIA, LLC 0.16% Reduce -27.8% 32,015 $3.8M
Azzad Asset Management Inc. 0.38% Reduce -0.6% 31,527 $3.7M
Transamerica Financial Advisors, LLC 0.32% Reduce -2.8% 31,386 $3.7M
Resolute Wealth Strategies, LLC 1.60% Add +2.1% 31,220 $3.7M
Maniro Ltd 1.11% New 30,900 $3.7M
Laurion Capital Management LP 0.36% Reduce -16.6% 30,619 $3.6M
Sequoia Financial Advisors, LLC 0.02% Add +35.6% 30,599 $3.6M
Wealthfront Advisers LLC 0.01% Add +18.0% 30,397 $3.6M
Diker Management LLC 3.17% Add +50.0% 30,000 $3.6M
Snowden Capital Advisors LLC 0.09% Reduce -7.8% 29,761 $3.5M
Crossmark Global Holdings, Inc. 0.05% Reduce -7.8% 29,703 $3.5M
Genus Capital Management Inc. 0.40% Reduce -73.8% 29,708 $3.5M
SIG North Trading, ULC 0.70% Add +94.0% 29,413 $3.5M
GM Advisory Group, LLC 0.13% Add +6.2% 29,355 $3.5M
Prospera Financial Services Inc 0.06% Reduce -54.4% 29,282 $3.5M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -31.4% 29,046 $3.4M
Kingsview Wealth Management, LLC 0.05% Reduce -10.6% 28,864 $3.4M
Vontobel Holding Ltd. 0.01% Reduce -51.3% 28,796 $3.4M
Concurrent Investment Advisors, LLC 0.04% Reduce -35.6% 28,399 $3.4M
Norden Group LLC 0.32% Add +1.1% 28,397 $3.4M
Boyd Watterson Asset Management LLC 1.02% Add +4.3% 27,842 $3.3M
Sterling Investment Advisors, Ltd. 0.60% Reduce -4.1% 27,842 $3.3M
Asset One Wealth Management LLC 0.36% Reduce -2.2% 24,824 $3.3M
ASR Vermogensbeheer N.V. 0.04% No change 27,360 $3.2M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.11% Reduce -9.9% 27,190 $3.2M
B & T Capital Management DBA Alpha Capital Management 0.47% Reduce -2.4% 27,130 $3.2M
Strategic Advisors LLC 0.53% Reduce -6.2% 27,007 $3.2M
Summit Financial, LLC 0.04% Reduce -9.4% 26,793 $3.2M
Bleakley Financial Group, LLC 0.05% Add +0.0% 26,745 $3.2M
Biondo Investment Advisors, LLC 0.40% Add +1.6% 26,604 $3.2M
Montrusco Bolton Investments Inc. 0.05% Reduce -30.2% 26,612 $3.1M
Legal Advantage Investments, Inc. 1.61% Add +0.1% 26,310 $3.1M
Stratos Wealth Partners, LTD. 0.04% Add +42.4% 25,996 $3.1M
Worldquant Millennium Advisors LLC 0.01% Reduce -32.3% 25,889 $3.1M
Parallel Advisors, LLC 0.06% Add +8.0% 25,763 $3.1M
RFG Advisory, LLC 0.06% Add +38.2% 25,701 $3.0M
Spire Wealth Management 0.10% Reduce -66.2% 25,424 $3.0M
Leonteq Securities AG 0.18% Add +74.1% 24,831 $3.0M
PEAK6 LLC 0.09% Reduce -71.2% 25,328 $3.0M
Prasad Wealth Partners, LLC 0.81% Add +3.2% 25,241 $3.0M
Sterling Capital Management LLC 0.06% Reduce -10.0% 25,145 $3.0M
Intellectus Partners, LLC 0.60% Add +7.9% 24,811 $2.9M
Principal Securities, Inc. 0.04% Add +37.5% 24,774 $2.9M
Jeppson Wealth Management, LLC 0.91% Add +1.7% 24,545 $2.9M
Codex Capital Asset Management L.L.C. 1.12% New 24,500 $2.9M
Next Century Growth Investors LLC 0.21% Reduce -35.7% 24,454 $2.9M
Keybank National Association 0.01% Add +45.2% 24,359 $2.9M
Mutual Advisors, LLC 0.06% Add +10.6% 24,130 $2.9M
Certuity, LLC 0.19% Add +4.0% 24,295 $2.8M
DF Dent & Co. Inc. 0.05% Reduce -28.7% 23,770 $2.8M
Palidye Holdings (Caymans) Ltd 0.52% Reduce -5.8% 23,684 $2.8M
Quadrature Capital Ltd 0.03% Reduce -93.4% 23,600 $2.8M
World Investment Advisors 0.04% Reduce -15.5% 23,095 $2.7M
Icon Wealth Advisors, LLC 0.18% Reduce -33.2% 22,499 $2.7M
Clear Harbor Asset Management, LLC 0.19% New 22,894 $2.7M
Two Sigma Securities, LLC 0.31% New 22,844 $2.7M
Savant Capital, LLC 0.01% Reduce -4.0% 22,786 $2.7M
Parsons Capital Management Inc. 0.12% Add +1442.0% 22,745 $2.7M
Cohen Capital Management, Inc. 0.42% Add +70.8% 22,722 $2.7M
Investment Insight Wealth Management, LLC 2.90% Add +0.2% 22,674 $2.7M
Focus Financial Network, Inc. 0.09% Add +14.2% 22,190 $2.6M
Cigna Investments Inc. 0.40% Reduce -0.5% 21,819 $2.6M
United Advisor Group, LLC 0.32% Reduce -2.8% 21,462 $2.5M
Grove Bank & Trust 0.29% Add +1.2% 21,398 $2.5M
EP Wealth Advisors, LLC 0.01% Add +67.1% 21,248 $2.5M
Resolute Advisors LLC 1.04% No change 21,165 $2.5M
Allworth Financial LP 0.01% Add +3.3% 21,101 $2.5M
LMR Partners LLP 0.03% No change 21,042 $2.5M
Commerzbank Aktiengesellschaft 0.05% Add +8.1% 21,024 $2.5M
Elevation Point Wealth Partners, LLC 0.06% Add +156.2% 21,018 $2.5M
Verdence Capital Advisors LLC 0.14% Add +31.6% 20,896 $2.5M
Fairfield, Bush & Co. 1.37% Add +6.9% 20,748 $2.5M
Insigneo Advisory Services, LLC 0.18% Reduce -11.9% 20,721 $2.5M
Ascent Wealth Partners, LLC 0.29% Add +6.0% 20,715 $2.5M
Acorn Financial Advisory Services Inc. 0.33% Reduce -17.0% 20,516 $2.4M
Entropy Technologies, LP 0.11% New 20,515 $2.4M
Fisher Asset Management 0.00% Reduce -16.0% 20,503 $2.4M
Alps Advisors Inc. 0.01% Add +1.2% 20,405 $2.4M
Circle Wealth Management, LLC 0.03% Add +0.7% 20,355 $2.4M
ICICI Prudential Asset Management Co Ltd 0.29% Add +3.5% 20,318 $2.4M
Atala Financial Inc 1.61% Add +1.6% 20,216 $2.4M
Integrity Alliance, Llc. 0.09% Reduce -12.8% 20,118 $2.4M
Venturi Wealth Management, LLC 0.11% Add +13.1% 20,045 $2.4M
Sigma Planning Corp 0.07% Reduce -24.8% 20,040 $2.4M
Aubrey Capital Management Ltd 1.27% No change 20,000 $2.4M
Cwm, LLC 0.01% Reduce -9.1% 19,785 $2.3M
Weinberger Asset Management, Inc 0.87% No change 19,665 $2.3M
Centiva Capital, LP 0.11% New 19,564 $2.3M
MSA Advisors, LLC 0.70% New 19,500 $2.3M
Independent Financial Group, LLC 0.05% Reduce -6.2% 19,493 $2.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.12% Reduce -16.0% 19,373 $2.3M
Valeo Financial Advisors, LLC 0.05% Add +7.0% 19,215 $2.3M
Wedbush Securities Inc. 0.07% Add +9.8% 19,054 $2.3M
Ascentis Wealth Management, LLC 0.48% Add +0.3% 19,027 $2.3M
WD Rutherford LLC 1.00% Add +90.8% 19,023 $2.3M
Gsa Capital Partners LLP 0.14% Add +540.7% 18,933 $2.2M
Financial Perspectives, Inc 0.62% No change 18,858 $2.2M
Douglass Winthrop Advisors, LLC 0.04% No change 18,712 $2.2M
Chicago Partners Investment Group LLC 0.05% Add +4.3% 16,799 $2.2M
International Assets Investment Management, LLC 0.15% Add +28.5% 18,703 $2.2M
CAP Partners, LLC 1.25% Add +0.4% 18,661 $2.2M
Plato Investment Management Ltd 0.15% Add +2.4% 18,703 $2.2M
Intercapital, LLC 1.22% Add +93.8% 18,595 $2.2M
Pinebridge Investments LLC 0.02% Reduce -79.4% 17,425 $2.2M
Central Pacific Bank - Trust Division 0.29% Add +133.9% 18,552 $2.2M
Clearstead Advisors, LLC 0.02% Add +133.8% 18,494 $2.2M
Three Seasons Wealth, LLC 0.84% Add +68.3% 18,489 $2.2M
Caprock Group, LLC 0.05% Add +1.8% 18,481 $2.2M
Rare Wolf Capital LLC 1.42% Add +56.3% 18,477 $2.2M
TIAA Wealth Investment Management LLC 0.02% — 18,455 $2.2M
Element Squared LLC 1.23% Add +166.1% 18,444 $2.2M
BetterWealth, LLC 0.43% New 18,317 $2.2M
RiverPark Advisors, LLC 1.04% Add +16.8% 18,217 $2.2M
Cabot Wealth Management Inc. 0.25% Reduce -9.4% 18,088 $2.1M
Cypress Wealth Services, LLC 0.30% Reduce -2.1% 18,057 $2.1M
Independent Advisor Alliance 0.02% Reduce -17.9% 18,031 $2.1M
CreativeOne Wealth, LLC 0.05% Add +21.6% 17,785 $2.1M
Nilsine Partners, LLC 0.16% Reduce -3.6% 16,976 $2.1M
Personal Cfo Solutions, LLC 0.30% Add +11.8% 17,748 $2.1M
Aster Capital Management (DIFC) Ltd 0.69% New 21,952 $2.1M
Wealthspire Advisors, LLC 0.02% Reduce -13.4% 17,623 $2.1M
Fiduciary Alliance LLC 0.13% Reduce -27.0% 16,263 $2.1M
Baer Investment Advisory LLC 2.92% Add +65.3% 17,359 $2.1M
Avestar Capital, LLC 0.14% Add +9.4% 17,217 $2.0M
Montag A & Associates Inc. 0.09% Reduce -3.8% 17,078 $2.0M
SWS Partners 0.50% Add +2.7% 17,069 $2.0M
Gotham Asset Management 0.01% Add +19.1% 17,014 $2.0M
Aristotle Atlantic Partners, LLC 0.09% Add +12.8% 16,961 $2.0M
Putney Financial Group LLC 2.02% Reduce -0.5% 16,917 $2.0M
NorthCoast Asset Management LLC 0.05% Add +6.4% 16,475 $2.0M
Timothy G. Youngquist 2020 Irrevocable Trust 0.95% Add +9.0% 16,454 $2.0M
Lanark Financial, Inc. 0.15% Add +129.9% 16,376 $1.9M
Simplicity Wealth,LLC 0.11% Reduce -9.4% 16,219 $1.9M
Procyon Advisors, LLC 0.09% Reduce -2.6% 16,164 $1.9M
Malaga Cove Capital, LLC 0.68% Add +10.7% 16,031 $1.9M
Uhlmann Price Securities, LLC 0.13% Reduce -1.2% 16,003 $1.9M
Horizon Investments, LLC 0.02% Add +16.5% 15,980 $1.9M
Natural Investments, LLC 0.47% Reduce -1.6% 15,931 $1.9M
Level Four Advisory Services, LLC 0.06% Reduce -5.9% 15,824 $1.9M
Capital Advisors Inc. 0.03% Add +92.7% 15,788 $1.9M
Colorado Capital Management, Inc. 0.70% Reduce -4.3% 15,750 $1.9M
Kirtland Hills Capital Management, LLC 0.59% Add +9.9% 14,041 $1.9M
Brighton Jones LLC 0.04% New 15,508 $1.8M
SummitTX Capital, L.P. 0.06% Add +115.5% 15,410 $1.8M
Highland Capital Management, LLC 0.10% Reduce -0.3% 15,330 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +2.2% 15,243 $1.8M
MAI Capital Management 0.01% Add +12.5% 15,230 $1.8M
TD Private Client Wealth LLC 0.04% Reduce -2.4% 15,069 $1.8M
DB&C Advisors, LLC 2.31% Reduce -0.7% 15,016 $1.8M
Regions Financial Corp. 0.01% Reduce -32.3% 14,966 $1.8M
Arkfeld Wealth Strategies, L.L.C. 0.56% Reduce -8.8% 13,897 $1.8M
IKE Capital, LLC 0.99% New 14,836 $1.8M
Harrell Investment Partners, LLC 0.41% Add +0.7% 14,632 $1.7M
Eventide Asset Management, LLC 0.03% Reduce -1.1% 14,718 $1.7M
Midwest Professional Planners, LTD. 0.41% Add +3.3% 14,588 $1.7M
Annis Gardner Whiting Capital Advisors, LLC 0.28% Add +1.3% 14,553 $1.7M
Gables Capital Management Inc. 0.73% Add +17.1% 14,540 $1.7M
Ted Buchan & Co 0.62% Add +2.7% 14,465 $1.7M
Wellington Shields & Co., LLC 0.44% Reduce -3.0% 14,450 $1.7M
U.S. Capital Wealth Advisors, LLC 0.04% Add +269.7% 14,440 $1.7M
Mission Wealth Management, LP 0.04% Reduce -2.3% 14,403 $1.7M
Huntleigh Advisors, Inc. 0.29% Reduce -9.2% 14,325 $1.7M
Empower Advisory Group, LLC 0.00% Reduce -14.7% 14,197 $1.7M
WT Wealth Management 0.50% New 14,074 $1.7M
Fideuram Asset Management (Ireland) dac 0.21% New 9,078 $1.7M
Institute for Wealth Management, LLC. 0.18% Add +50.0% 13,985 $1.7M
Waverly Advisors, LLC 0.01% Add +16.4% 13,929 $1.7M
Arkadios Wealth Advisors 0.03% Reduce -1.6% 13,870 $1.6M
Great Valley Advisor Group, Inc. 0.03% Reduce -10.5% 13,832 $1.6M
Evergreen Capital Management LLC 0.04% Reduce -4.8% 13,798 $1.6M
Dynasty Wealth Management, LLC 0.01% Reduce -14.6% 13,777 $1.6M
Avior Wealth Management, LLC 0.05% Reduce -5.2% 13,727 $1.6M
Corrado Advisors, LLC 0.83% No change 13,400 $1.6M
Ausdal Financial Partners, Inc. 0.07% Reduce -4.6% 13,371 $1.6M
Norris Financial Group, LLC 0.52% Add +17.6% 13,368 $1.6M
Mgo One Seven LLC 0.03% Reduce -5.2% 13,147 $1.6M
Watershed Private Wealth LLC 0.49% Reduce -4.3% 13,130 $1.6M
Bank of New Hampshire 0.36% Reduce -0.9% 13,125 $1.6M
Truvestments Capital LLC 0.28% Add +1.1% 13,122 $1.6M
Ancora Advisors LLC 0.03% Reduce -5.0% 13,043 $1.5M
State of Wyoming 0.18% Add +10.2% 13,064 $1.5M
Ashton Thomas Securities, LLC 0.19% New 13,029 $1.5M
Aptus Capital Advisors, LLC 0.01% Add +3.0% 13,027 $1.5M
Sowell Financial Services LLC 0.06% Reduce -19.6% 12,995 $1.5M
Pine Valley Investments Ltd Liability Co 0.07% Add +6.1% 12,967 $1.5M
Coldstream Capital Management Inc. 0.02% Add +0.8% 12,943 $1.5M
PenderFund Capital Management Ltd. 0.70% New 12,800 $1.5M
Cache Advisors, LLC 0.18% Add +7.7% 9,193 $1.5M
Means Investment Co., Inc. 0.13% Reduce -3.2% 12,778 $1.5M
SCS Capital Management LLC 0.02% Reduce -7.4% 12,737 $1.5M
Yousif Capital Management, LLC 0.02% No change 12,663 $1.5M
Signal Advisors Wealth, LLC 0.10% Reduce -6.7% 12,606 $1.5M
Conway Capital Management, Inc. 0.70% Reduce -3.8% 12,530 $1.5M
Sunbelt Securities, Inc. 0.09% Add +22.8% 12,527 $1.5M
Abbot Financial Management, Inc. 0.63% Add +16.4% 12,489 $1.5M
Evoke Wealth, LLC 0.03% Reduce -17.7% 12,293 $1.5M
Ethic Inc. 0.02% Add +34.7% 12,227 $1.5M
Oder Investment Management, LLC 1.11% Reduce -3.3% 12,163 $1.4M
Intrinsic Value Partners, LLC 1.10% Reduce -0.8% 12,019 $1.4M
OneDigital Investment Advisors LLC 0.01% Reduce -14.0% 11,952 $1.4M
Savvy Advisors, Inc. 0.04% Add +148.1% 11,937 $1.4M
DAVENPORT & Co LLC 0.01% Reduce -33.3% 11,904 $1.4M
Midway Capital Research & Management 1.33% Add +10.4% 11,899 $1.4M
Sumitomo Life Insurance Co. 0.03% Add +2.6% 11,897 $1.4M
Stableford Capital II LLC 0.52% New 11,866 $1.4M
Nvwm, LLC 0.31% Add +11.2% 11,846 $1.4M
OpenArc Corporate Advisory, LLC 0.02% Add +10.2% 11,837 $1.4M
Quantbot Technologies LP 0.06% New 11,746 $1.4M
Earned Wealth Advisors, LLC 0.09% Add +60.0% 11,727 $1.4M
Parnassus Investments, LLC 0.00% New 11,683 $1.4M
Perennial Investment Advisors, LLC 0.11% Reduce -10.1% 11,611 $1.4M
Verition Fund Management LLC 0.01% Reduce -88.4% 11,608 $1.4M
Strong Retirement Solutions LLC 0.95% Reduce -4.3% 11,429 $1.4M
Legacy Financial Advisors, Inc. 0.19% Reduce -2.5% 11,397 $1.4M
IHT Wealth Management, LLC 0.03% Add +4.7% 11,386 $1.4M
HB Wealth Management, LLC 0.01% Reduce -0.1% 11,382 $1.4M
Kingswood Wealth Advisors, LLC 0.06% Reduce -10.6% 11,359 $1.3M
Clare Market Investments LLC 0.28% — 11,320 $1.3M
Twin Tree Management, LP 0.28% New 11,273 $1.3M
Alliance Wealth Advisors, LLC 0.29% Reduce -40.6% 11,265 $1.3M
Harbour Investments, Inc. 0.02% Reduce -25.2% 11,218 $1.3M
Monetta Financial Services Inc. 1.02% Add +15.6% 11,100 $1.3M
Pinnacle Associates Ltd. 0.02% Add +5.9% 11,100 $1.3M
Titleist Asset Management, LLC 0.10% Reduce -3.1% 11,073 $1.3M
Roundview Capital LLC 0.08% Add +1.0% 11,066 $1.3M
Cornerstone Wealth Management, LLC 0.07% Reduce -19.7% 11,064 $1.3M
Aigen Investment Management, LP 0.34% New 10,222 $1.3M
Cypress Capital, LLC 0.37% Add +10.4% 11,040 $1.3M
Guardian Partners Inc. 0.11% Reduce -0.2% 11,032 $1.3M
Bluebird Wealth Management LLC 1.33% Add +1.6% 10,945 $1.3M
Pembroke Management, LTD 0.19% No change 10,937 $1.3M
Knollwood Investment Advisory, LLC 0.13% No change 10,930 $1.3M
Journey Retirement Planning & Investment Management LLC 1.14% Reduce -76.3% 10,918 $1.3M
Marex Group Ltd 0.01% Add +420.0% 10,889 $1.3M
Investment Research & Advisory Group, Inc. 0.45% Add +47.0% 10,839 $1.3M
Genesis Financial Group, LLC 0.86% No change 10,800 $1.3M
111 Capital 0.32% Reduce -11.8% 10,785 $1.3M
Baker Tilly Wealth Management, LLC 0.31% Reduce -4.1% 10,777 $1.3M
Coastline Trust Co 0.13% Reduce -20.7% 10,740 $1.3M
Qtron Investments LLC 0.17% Add +4.2% 10,723 $1.3M
Grant Private Wealth Management Inc 0.67% Reduce -1.9% 10,624 $1.3M
Quadcap Wealth Management, LLC 0.14% Reduce -3.8% 10,559 $1.3M
Nia Impact Advisors, LLC 0.56% Reduce -60.2% 10,550 $1.3M
Syon Capital LLC 0.06% Add +5.4% 10,534 $1.2M
Diversified Trust Co. 0.02% Add +1.3% 10,488 $1.2M
Axxcess Wealth Management, LLC 0.04% Reduce -15.7% 10,444 $1.2M
Sustainable Insight Capital Management, LLC 0.41% New 10,300 $1.2M
American Alpha Advisors, LLC 0.71% New 10,300 $1.2M
YANKCOM Partnership 0.50% Add +0.3% 10,293 $1.2M
Wealth Management Partners, LLC 0.35% Add +1.3% 10,185 $1.2M
X-Square Capital, LLC 0.41% Add +2.4% 10,145 $1.2M
Perpetual Ltd 0.02% Reduce -9.5% 10,124 $1.2M
Total Clarity Wealth Management, Inc. 0.28% Add +104.5% 10,098 $1.2M
Cornerstone Enterprises, LLC 0.59% Add +10.0% 10,086 $1.2M
Kurv Investment Management LLC 1.26% Add +66.4% 10,680 $1.2M
Permanens Capital L.P. 0.15% No change 10,030 $1.2M
Prime Capital Investment Advisors, LLC 0.01% Reduce -34.1% 9,986 $1.2M
NFSG Corp 0.19% Add +4.9% 9,953 $1.2M
Peapack Gladstone Financial Corp. 0.02% Add +0.6% 9,952 $1.2M
Sound View Wealth Advisors Group, LLC 0.08% Add +17.8% 9,913 $1.2M
DMC Group, LLC 0.79% Reduce -1.2% 9,861 $1.2M
Doliver Advisors, LP 0.27% Add +24.8% 9,848 $1.2M
Interchange Capital Partners, LLC 0.37% Reduce -2.4% 12,139 $1.2M
VestGen Advisors, LLC 0.03% Reduce -21.1% 11,693 $1.2M
Schorn Wealth LLC 0.35% Add +5.3% 9,787 $1.2M
Manchester Capital Management LLC 0.17% Reduce -0.9% 9,752 $1.2M
Nicholas Investment Partners, LP 0.09% Reduce -10.3% 9,674 $1.1M
Kohmann Bosshard Financial Services, LLC 0.11% Add +0.0% 9,654 $1.1M
Advisory Resource Group 0.20% Add +7.1% 9,571 $1.1M
Z3 Capital Partners, LLC 0.28% Add +1.3% 9,475 $1.1M
BLB&B Advisors, LLC 0.05% Reduce -2.3% 9,394 $1.1M
PDS Planning, Inc 0.07% Add +3.4% 9,379 $1.1M
StoneCrest Wealth Management, Inc. 0.47% Reduce -3.0% 9,326 $1.1M
Sax Wealth Advisors, LLC 0.05% Reduce -1.7% 6,864 $1.1M
Foundations Investment Advisors, LLC 0.01% Add +5.7% 9,303 $1.1M
Confluence Investment Management LLC 0.02% Add +17.1% 9,298 $1.1M
Brown, Lisle/Cummings, Inc. 0.28% Add +2.1% 9,292 $1.1M
Menard Financial Group LLC 0.77% Reduce -0.5% 9,274 $1.1M
Northbridge Financial Group, LLC 0.47% Add +5.6% 9,530 $1.1M
Ballentine Partners, LLC 0.02% Add +83.4% 9,211 $1.1M
Sandler Capital Management 0.74% Add +47.5% 9,188 $1.1M
BNP Paribas 0.03% Reduce -5.0% 9,017 $1.1M
LBMC Investment Advisors, LLC 0.06% No change 8,950 $1.1M
Tempo Wealth, LLC 0.18% Add +14.1% 8,909 $1.1M
Cherry Creek Investment Advisors, Inc. 0.46% Reduce -5.3% 8,867 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -34.5% 8,827 $1.0M
HighPoint Advisor Group LLC 0.04% Reduce -74.0% 8,808 $1.0M
Frank, Rimerman Advisors LLC 0.07% Reduce -9.0% 8,760 $1.0M
Moneta Group Investment Advisors LLC 0.01% Reduce -5.8% 8,756 $1.0M
Woodward Diversified Capital, LLC 0.47% Reduce -34.3% 7,895 $1.0M
Perigon Wealth Management, LLC 0.02% Add +0.8% 8,718 $1.0M
First Manhattan Co. Llc. 0.00% Reduce -28.4% 8,661 $1.0M
Cardiff Park Advisors, LLC 0.08% No change 8,643 $1.0M
Williams Jones Wealth Management, LLC. 0.01% No change 8,643 $1.0M
Facet Wealth, Inc. 0.02% Add +17.8% 8,639 $1.0M
Sagespring Wealth Partners, LLC 0.02% Reduce -13.1% 8,608 $1.0M
Crewe Advisors LLC 0.09% Reduce -0.5% 8,606 $1.0M
CWA Asset Management Group, LLC 0.03% Add +6.7% 8,585 $1.0M
Harrington Investments, INC 0.54% Add +34.0% 8,582 $1.0M
Anchor Investment Management, LLC 0.08% Add +12.8% 8,557 $1.0M
Calamos Wealth Management LLC 0.04% Reduce -72.4% 8,539 $1.0M
Accredited Investors Inc. 0.05% Add +67.5% 8,520 $1.0M
K.J. Harrison & Partners Inc 0.17% Reduce -65.2% 8,527 $1.0M
Woodstock Corp. 0.09% No change 8,475 $1.0M
Kennedy Investment Group, Inc. 0.39% Reduce -0.6% 8,469 $1.0M
Kesler, Norman & Wride, LLC 0.17% Reduce -0.9% 8,459 $1.0M
Zullo Investment Group, Inc. 0.38% Add +1.2% 8,440 $1.0M
Baldwin Investment Management, LLC 0.12% No change 8,423 $999K
River Street Advisors LLC 0.33% No change 8,299 $984K
Transcend Capital Advisors, LLC 0.08% Add +0.7% 8,270 $981K
Canvas Wealth Advisors, LLC 0.17% Reduce -1.7% 8,263 $980K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +6.0% 8,234 $977K
Wellington Shields Capital Management, LLC 0.15% No change 8,200 $973K
St. Louis Trust Co 0.11% Add +13.5% 8,196 $972K
Indivisible Partners 0.09% Reduce -13.5% 8,139 $965K
One Wealth Management Investment & Advisory Services, LLC 1.16% Add +0.7% 8,122 $963K
Jacksonville Wealth Management, LLC 0.65% Add +0.3% 8,100 $961K
Valmark Advisers, Inc. 0.01% Reduce -3.5% 8,098 $961K
Gilbert & Cook, Inc. 0.12% Add +12.3% 8,044 $954K
Mayflower Financial Advisors, LLC 0.12% Add +2.8% 8,043 $954K
Bienville Capital Management, LLC 0.18% No change 8,000 $949K
Moneco Advisors, LLC 0.07% Add +16.8% 7,939 $942K
Horst & Graben Wealth Management LLC 0.13% Add +42.8% 7,570 $940K
Advisor OS, LLC 0.07% Add +56.6% 7,915 $939K
Diversify Advisory Services, LLC 0.14% Reduce -58.0% 7,736 $938K
Summit Trail Advisors, LLC 0.01% Add +13.8% 7,860 $932K
RiverFront Investment Group, LLC 0.01% Add +497.3% 7,807 $926K
Longaeva Partners L.P. 0.04% New 7,790 $924K
Element Pointe Advisors, LLC 0.17% Reduce -3.1% 7,785 $924K
Fulton Breakefield Broenniman LLC 0.06% Add +14.4% 7,736 $918K
Marble Wealth, LLC 0.16% Reduce -8.4% 7,687 $912K
Confluence Wealth Services, Inc. 0.04% Reduce -8.8% 7,638 $906K
1776 Wealth LLC 0.36% Add +23.6% 7,630 $905K
Woodard & Co. Asset Management Group Inc. 0.14% Reduce -5.8% 7,613 $903K
TFC Financial Management, Inc. 0.11% No change 7,596 $901K
WMG Financial Advisors, LLC 0.38% Add +211.2% 7,594 $901K
RMR Wealth Builders 0.07% Reduce -10.1% 7,522 $892K
Vines Capital Management, LLC 0.88% Reduce -3.9% 7,480 $887K
Boothbay Fund Management, LLC 0.02% Add +61.1% 7,455 $884K
Tannin Capital LLC 0.64% Add +12.3% 7,384 $876K
Fifth Third Wealth Advisors LLC 0.03% Add +39.9% 7,367 $874K
Campbell & CO Investment Adviser LLC 0.05% New 7,348 $872K
Everhart Financial Group, Inc. 0.07% Add +1.8% 7,315 $868K
SlateStone Wealth, LLC 0.07% Add +3.2% 7,305 $867K
IFP Advisors, Inc 0.02% Reduce -6.7% 7,292 $865K
Bridgewater Advisors Inc. 0.05% Add +0.4% 9,058 $864K
Canandaigua National Corp. 0.08% — 7,282 $864K
Eastern Bank 0.01% Reduce -1.7% 7,256 $861K
Capstone Investment Advisors, LLC 0.01% Add +218.6% 7,248 $860K
Evolutionary Tree Capital Management, LLC 1.62% Reduce -64.3% 7,245 $859K
PCM Encore, LLC 0.18% Add +18.4% 7,238 $859K
Regatta Capital Group, LLC 0.13% Add +4.2% 7,199 $854K
Sunstone Asset Management, LP 1.12% Add +46.7% 7,190 $853K
Keystone Wealth Services, LLC 0.18% Add +8.6% 7,120 $845K
Nicolet Bankshares Inc. 0.03% New 7,124 $844K
Gladstone Institutional Advisory LLC 0.03% Reduce -27.3% 7,108 $843K
BBR Partners, LLC 0.05% Reduce -15.8% 7,034 $834K
One Wealth Capital Management, LLC 0.36% Reduce -35.4% 6,821 $833K
Arcadia Investment Management Corp. 0.14% No change 7,000 $830K
Prosperity Consulting Group, LLC 0.04% Add +2.5% 6,974 $827K
Accuvest Global Advisors 0.77% Add +123.8% 6,961 $826K
Centurion Wealth Management LLC 0.19% Add +13.6% 6,955 $825K
Harbour Capital Advisors, LLC 0.16% No change 6,250 $825K
Cinctive Capital Management LP 0.05% New 6,946 $824K
PFG Investments, LLC 0.04% Reduce -3.1% 6,944 $824K
Squarepoint Ops LLC 0.00% Reduce -64.0% 6,939 $823K
Grandview Asset Management LLC 0.24% Reduce -2.9% 6,909 $820K
Three Magnolias Financial Advisors, LLC 0.52% No change 6,858 $813K
Kercheville Advisors, LLC 0.26% Reduce -6.9% 6,850 $813K
Moore Capital Management, LP 0.03% Reduce -25.0% 6,832 $810K
J.Safra Asset Management Corp 0.04% Add +1307.3% 6,783 $805K
Salvus Wealth Management, LLC 0.47% Add +24.0% 6,775 $804K
AlphaCore Capital LLC 0.02% Reduce -33.3% 6,767 $803K
Lantern Wealth Advisors, LLC 0.41% Add +3.9% 6,750 $801K
Western Wealth Management, LLC 0.03% Add +94.9% 6,745 $800K
Evelyn Partners Investment Management LLP 0.02% Reduce -57.7% 6,735 $799K
Willis Johnson & Associates, Inc. 0.05% Add +7.4% 6,714 $796K
Nadler Financial Group, Inc. 0.08% No change 6,689 $793K
Clear Creek Financial Management, LLC 0.06% Add +0.5% 6,675 $792K
MWA Asset Management 0.43% Reduce -22.2% 6,660 $790K
Legacy Wealth Asset Management, LLC 0.19% Reduce -0.5% 6,659 $790K
Traynor Capital Management, Inc. 0.05% Reduce -10.5% 7,065 $790K
Boston Family Office LLC 0.05% Add +4.2% 6,623 $786K
180 Wealth Advisors, LLC 0.09% Add +11.3% 6,604 $783K
Bridgefront Capital, LLC 0.19% Add +117.6% 6,601 $783K
Zhang Financial LLC 0.03% Reduce -6.8% 6,565 $779K
Havemeyer Place LP 0.09% New 6,549 $777K
Corient IA LP 0.73% Reduce -10.7% 6,540 $776K
Rialto Wealth Management, LLC 0.17% No change 6,540 $776K
EverSource Wealth Advisors, LLC 0.02% Add +16.3% 6,534 $775K
Souders Financial Advisors 0.09% Reduce -6.7% 6,508 $772K
Texas Capital Bank Wealth Management Services Inc 0.05% Add +7.6% 6,486 $769K
Dakota Wealth Management 0.02% Add +5.7% 6,440 $764K
Destination Wealth Management 0.02% Add +20.0% 6,397 $759K
2UniFi Bank 0.37% Add +1.0% 6,392 $758K
Inspire Advisors, LLC 0.06% Add +42.7% 6,383 $757K
Garner Asset Management Corp 0.30% Add +14.5% 6,376 $756K
71 West Capital Partners 0.03% Add +11.3% 6,368 $755K
TBH Global Asset Management, LLC 0.15% Reduce -1.2% 6,361 $755K
Equity Wealth Partners, LLC 0.49% Add +2.8% 6,359 $754K
Basecamp Wealth Advisors LLC 0.16% Reduce -0.3% 6,343 $752K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% No change 6,340 $752K
WMS Group LLC 1.09% Reduce -0.3% 6,336 $752K
TFB Advisors LLC 0.39% Reduce -9.3% 6,328 $751K
Royal Fund Management, LLC 0.07% Add +257.6% 6,326 $750K
Ascent Group, LLC 0.03% Add +4.2% 6,318 $750K
Viawealth, LLC 0.41% Reduce -2.9% 6,282 $745K
Soltis Investment Advisors LLC 0.05% Reduce -0.7% 6,273 $744K
Hilltop Holdings Inc. 0.07% Reduce -62.2% 6,249 $741K
Ashton Thomas Private Wealth, LLC 0.02% Add +5.0% 6,232 $739K
SLT Holdings LLC 0.52% Add +9.9% 6,218 $738K
Fiduciary Trust Co 0.01% Reduce -9.6% 6,202 $736K
Tuttle Capital Management, LLC 1.21% New 6,197 $735K
Clay Northam Wealth Management, LLC 0.41% Reduce -0.1% 6,181 $733K
Moran Wealth Management, LLC 0.02% Add +66.2% 6,178 $733K
Prelude Capital Management, LLC 0.06% Add +344.0% 6,176 $733K
Schwartz Investment Counsel Inc. 0.03% No change 6,150 $730K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +0.7% 6,143 $729K
Wilmington Savings Fund Society, FSB 0.02% Reduce -1.6% 6,128 $727K
Atlantic Union Bankshares Corp 0.01% Add +5.1% 6,119 $726K
Capital Investment Advisory Services, LLC 0.05% Reduce -4.8% 6,067 $720K
Cambria Investment Management, L.P. 0.04% Reduce -7.3% 6,060 $719K
Composition Wealth, LLC 0.01% Add +35.2% 6,050 $718K
PFG Advisors 0.03% Reduce -6.8% 6,049 $718K
Kornitzer Capital Management Inc. 0.02% No change 6,031 $715K
Congress Park Capital LLC 0.22% Add +20.5% 6,025 $715K
DV Trading LLC 0.06% No change 6,000 $712K
Connable Office Inc. 0.07% Add +0.5% 5,968 $708K
Gill Capital Partners, LLC 0.20% Add +3.0% 5,966 $708K
Larson Financial Group LLC 0.02% Add +17.5% 5,932 $704K
Jump Financial, LLC 0.01% Reduce -49.3% 5,930 $703K
Griffin Asset Management, Inc. 0.08% Reduce -29.2% 5,928 $703K
Trivant Custom Portfolio Group, LLC 0.39% Add +1.8% 5,922 $702K
Segment Wealth Management, LLC 0.04% Reduce -75.6% 5,918 $702K
Brown Brothers Harriman & Co. 0.00% Reduce -26.9% 5,910 $701K
Triumph Capital Management 0.14% Add +9.0% 5,884 $698K
Nations Financial Group Inc, /Ia/ 0.04% Add +7.5% 5,878 $697K
Pallas Capital Advisors LLC 0.03% Reduce -9.7% 5,865 $696K
Abacus Wealth Partners, LLC 0.06% Reduce -0.1% 5,827 $691K
JGP Wealth Management, LLC 0.07% Reduce -5.3% 5,810 $689K
LVW Advisors, LLC 0.07% Add +32.8% 5,801 $688K
Henshaw Capital LLC 0.03% New 5,797 $688K
Birch Financial Group, LLC 0.40% Reduce -6.0% 5,749 $682K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -19.8% 6,086 $680K
Private Trust Co. NA 0.06% Reduce -18.6% 5,732 $680K
MOR Wealth Management, LLC 0.31% Add +2.2% 5,729 $680K
CNB Bank 0.29% Reduce -3.7% 5,728 $679K
Pachira Investments Inc. 0.32% Reduce -0.1% 5,696 $676K
Wealthcare Advisory Partners LLC 0.01% Add +21.7% 5,691 $675K
Breakwater Capital Group 0.09% Add +0.6% 5,664 $672K
Greenleaf Trust 0.01% Add +16.4% 5,656 $671K
GAM Holding AG 0.06% Reduce -22.2% 5,657 $670K
Quilter Plc 0.01% Add +13.7% 5,644 $669K
Investment House LLC 0.03% Reduce -0.2% 5,640 $669K
QVT Financial LP 0.05% Add +35.4% 5,639 $669K
J. Safra Sarasin Holding AG 0.01% Add +123.9% 5,623 $667K
Aprio Wealth Management, LLC 0.04% Reduce -1.6% 5,613 $666K
Jain Global LLC 0.01% Reduce -85.1% 5,600 $664K
Dorsey & Whitney Trust CO LLC 0.04% Add +1.8% 5,596 $664K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -3.9% 5,567 $660K
NorthRock Partners, LLC 0.01% Reduce -8.3% 5,561 $660K
Cooper Financial Group 0.07% Add +71.1% 5,546 $658K
GTS Securities LLC 0.02% Add +19.0% 5,518 $655K
Pinnacle Financial Partners, Inc. 0.01% Reduce -6.8% 5,513 $654K
Miller Financial Services LLC 0.73% Add +0.3% 5,511 $654K
AlphaStar Capital Management, LLC 0.05% Add +9.3% 5,510 $654K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -15.9% 5,496 $652K
UMB Bank, n.a. 0.01% Add +3.5% 5,485 $651K
LexAurum Advisors, LLC 0.08% — 5,481 $650K
Guardian Asset Advisors, LLC 0.38% Reduce -9.0% 5,452 $647K
Howland Capital Management LLC 0.03% Reduce -0.3% 5,437 $645K
Hobart Private Capital, LLC 0.13% New 5,427 $644K
Guardian Wealth Advisors, LLC / NC 0.04% Add +23.3% 5,427 $644K
Lake Street Private Wealth, LLC 0.08% Reduce -1.4% 5,410 $642K
Claret Asset Management Corp 0.08% Add +19.9% 5,405 $641K
Johnson Investment Counsel Inc. 0.01% Reduce -4.3% 5,393 $640K
Wealth Alliance, LLC 0.06% Reduce -7.8% 5,372 $637K
Alan B Lancz & Associates, Inc. 0.62% No change 5,350 $635K
Garrison Point Advisors, LLC 0.29% Reduce -8.6% 5,345 $634K
Lazari Capital Management, Inc. 0.22% Reduce -2.0% 5,341 $634K
Wolff Wiese Magana LLC 0.35% Add +114.7% 5,334 $633K
Sapient Capital LLC 0.01% Add +161.7% 5,331 $632K
Blue Trust, Inc. 0.01% Add +39.9% 5,314 $630K
Westmount Partners, LLC 0.15% Reduce -1.4% 5,300 $629K
Lakeridge Wealth Management LLC 0.27% Add +0.5% 5,285 $627K
Rede Wealth, LLC 0.22% No change 5,262 $624K
Winthrop Advisory Group LLC 0.05% Reduce -1.4% 5,257 $624K
Focused Wealth Management, Inc 0.06% Reduce -5.8% 5,238 $621K
Piar LLC 0.52% No change 5,235 $621K
Rubicon Advisors, GP 0.55% Add +0.6% 5,220 $619K
Sivia Capital Partners, LLC 0.12% Reduce -37.3% 5,214 $618K
Crawford Investment Counsel Inc. 0.01% Reduce -14.8% 5,200 $617K
Argent Trust Co 0.02% Reduce -0.8% 5,189 $616K
Octavia Wealth Advisors, LLC 0.06% Add +3.5% 5,153 $611K
Banco Santander, S.A. 0.00% Add +262.3% 5,083 $603K
Claro Advisors Inc. 0.07% Reduce -0.1% 5,072 $602K
Granite Bay Wealth Management, LLC 0.13% No change 5,068 $601K
Legacy Advisory Services, LLC 0.46% No change 5,063 $601K
Precedent Wealth Partners, LLC 0.12% New 5,059 $600K
AA Financial Advisors, LLC 0.08% Add +3.9% 5,035 $597K
Berbice Capital Management LLC 0.39% No change 5,013 $595K
First Command Advisory Services, Inc. 0.00% No change 5,008 $594K
Brookstone Capital Management 0.01% Add +15.4% 5,006 $594K
Forefront Wealth Partners, LLC 0.25% Add +131.0% 4,991 $592K
Investors Asset Management of Georgia Inc. /Ga/ 0.24% New 4,985 $591K
Freestone Capital Holdings, LLC 0.02% Add +43.5% 4,980 $591K
Pure Financial Advisors, LLC 0.01% Add +15.0% 4,970 $590K
Westwood Holdings Group Inc. 0.00% New 4,983 $589K
Wedmont Private Capital 0.02% Add +60.4% 4,899 $588K
Family Manage LLC 0.07% Reduce -5.2% 4,924 $584K
Financial Planning Hawaii, Inc. 0.34% No change 4,923 $584K
Objectivity Squared, LLC 0.37% Reduce -1.7% 4,912 $583K
Beverly Hills Private Wealth, LLC 0.10% Reduce -5.2% 4,911 $583K
Barlow Wealth Partners, LLC 0.06% No change 4,425 $580K
Hennion & Walsh Asset Management, Inc. 0.02% Add +18.6% 4,889 $580K
Cravens & Co Advisors, LLC 0.37% Add +3.2% 4,855 $576K
Arax Advisory Partners 0.02% Reduce -41.3% 4,875 $575K
KRS Capital Management, LLC 0.35% Reduce -1.2% 4,775 $566K
Xcel Wealth Management, LLC 0.16% Reduce -5.5% 4,767 $565K
Ascentis Independent Advisors 0.04% Add +143.4% 4,756 $564K
Sovran Advisors, LLC 0.04% Add +52.5% 4,645 $563K
First Affirmative Financial Network 0.22% — 4,732 $561K
Secure Asset Management, LLC 0.09% No change 4,724 $560K
Impact Capital Partners LLC 0.17% Add +5.6% 4,719 $560K
Naples Global Advisors, LLC 0.04% Reduce -0.3% 4,688 $556K
Kathmere Capital Management, LLC 0.03% Add +2.5% 4,677 $555K
Nichols & Pratt Advisers LLP 0.04% No change 4,664 $553K
Leo Wealth, LLC 0.04% Add +137.3% 4,663 $553K
Ameritas Advisory Services, LLC 0.02% Reduce -36.9% 4,646 $551K
Heritage Investors Management Corp. 0.02% No change 4,649 $551K
ABN AMRO Bank N.V. 0.01% Reduce -35.9% 4,614 $550K
Wallace Advisory Group, LLC 0.59% Reduce -7.4% 4,624 $548K
QRG Capital Management, Inc. 0.01% Reduce -22.4% 4,573 $542K
FDx Advisors, Inc. 0.17% New 4,559 $541K
Advyzon Investment Management, LLC 0.05% Reduce -1.0% 4,550 $540K
Creative Financial Designs Inc. 0.03% Reduce -5.3% 4,550 $540K
HBK Sorce Advisory LLC 0.01% Add +18.0% 4,858 $536K
Potomac Fund Management Inc. 0.02% Add +15.7% 4,507 $535K
Quadrant Private Wealth Management, LLC 0.08% Add +54.1% 4,497 $533K
Walleye Trading LLC 0.01% Reduce -96.0% 4,483 $532K
Petra Financial Advisors Inc. 0.33% Add +5.4% 4,466 $530K
Seven Mile Advisory 0.38% Add +129.5% 4,457 $529K
Stonebridge Financial Group, LLC / MO 0.44% Add +0.6% 4,423 $525K
Redwood Financial Network Corp 0.34% Reduce -0.7% 4,412 $523K
Azimuth Capital Investment Management LLC 0.02% Add +19.5% 4,405 $523K
CHICAGO TRUST Co NA 0.08% Reduce -1.6% 4,400 $522K
Silvercrest Asset Management Group LLC 0.00% Reduce -8.8% 4,386 $520K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -86.6% 4,372 $519K
FAS Wealth Partners, Inc. 0.03% No change 4,358 $517K
West Family Investments, Inc. 0.18% Reduce -45.8% 4,353 $516K
MCF Advisors LLC 0.02% Reduce -2.2% 4,329 $514K
Cane Capital Partners, LLC 0.23% Reduce -37.1% 4,324 $513K
Warner Group LLC 0.33% Add +0.4% 4,309 $511K
Realta Investment Advisors 0.18% Reduce -0.7% 4,293 $509K
Evolve Private Wealth, LLC 0.03% Add +74.9% 4,291 $509K
Curi Capital, LLC 0.01% Add +15.8% 4,286 $508K
BIP Wealth, LLC 0.02% Add +1.3% 4,277 $507K
World Equity Group, Inc. 0.13% Add +3.7% 4,273 $507K
SageView Advisory Group, LLC 0.02% Reduce -40.8% 4,269 $506K
Gen-Wealth Partners Inc 0.16% Add +56.7% 4,256 $505K
Jacobi Capital Management LLC 0.03% Reduce -6.4% 4,254 $505K
Fox Run Management, L.L.C. 0.09% New 4,512 $504K
Root Financial Partners, LLC 0.02% Reduce -8.7% 4,251 $504K
Avanza Fonder AB 0.01% New 3,033 $501K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.21% Reduce -29.5% 4,195 $498K
Geneos Wealth Management Inc. 0.01% Reduce -7.3% 4,194 $497K
E Fund Management (Hong Kong) Co., Ltd. 0.23% Add +8.4% 4,192 $497K
Capital Asset Advisory Services LLC 0.02% Reduce -2.0% 3,678 $497K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -50.4% 4,154 $493K
Unify Financial Advisors 0.51% Add +14.4% 4,154 $493K
Buckhead Capital Management LLC 0.19% No change 4,150 $492K
Ashford Capital Management Inc. 0.06% Reduce -11.4% 4,145 $492K
Rydar Equities, Inc. 0.38% Add +0.0% 4,136 $491K
Chevy Chase Trust Holdings, LLC 0.00% Add +1.0% 4,126 $489K
Graham Capital Management, L.P. 0.02% New 4,112 $488K
Wellington Grp LLC 0.15% Add +49.3% 4,089 $485K
Yarger Wealth Strategies, LLC 0.20% Add +11.4% 4,086 $485K
Essex LLC 0.09% No change 4,085 $485K
Retirement Planning Group, LLC 0.01% New 4,056 $481K
Power Wealth Management LLC 0.18% Reduce -6.4% 4,054 $481K
Emerald Mutual Fund Advisers Trust 0.02% No change 4,053 $481K
Capital Investment Advisors, LLC 0.01% Reduce -13.8% 4,036 $479K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 4,029 $478K
Conservest Capital Advisors, Inc. 0.04% No change 4,020 $477K
Latitude Advisors, LLC 0.22% No change 4,018 $477K
Ruggiero Investments, Inc. 0.46% No change 4,000 $474K
M.E. Allison & Co., Inc. 0.31% No change 4,000 $474K
Cynosure Group, LLC 0.06% No change 4,000 $474K
Rational Advisors, Inc. 0.05% New 4,000 $474K
Clearwave Capital, LLC 0.32% No change 3,998 $474K
Cassaday & Co Wealth Management LLC 0.01% Add +0.9% 3,986 $473K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +3.0% 3,971 $471K
Rwa Wealth Partners, LLC 0.01% Add +2.4% 3,965 $470K
MLG Wealth Management DBA Pine Grove Financial Group 0.05% Reduce -3.9% 3,959 $470K
Castleview Partners, LLC 0.24% Reduce -4.3% 3,958 $469K
Cornerstone Planning, LLC 0.11% No change 3,958 $469K
Financial Advisors Network, Inc. 0.06% No change 3,939 $467K
Bright Financial Advisors, Inc. 0.21% No change 3,936 $467K
Gagnon Securities LLC 0.11% Add +6.7% 3,932 $466K
Flputnam Investment Management Co. 0.01% Add +6.5% 3,913 $464K
Ewa, LLC 0.10% Reduce -2.1% 3,896 $462K
Round Rock Advisors LLC 0.07% No change 3,880 $460K
Courier Capital LLC 0.03% New 3,860 $458K
Modern Wealth Management, LLC 0.01% Add +3.0% 3,860 $457K
Wrapmanager Inc. 0.16% Reduce -16.6% 3,844 $456K
Firethorn Wealth Partners, LLC 0.17% New 3,810 $452K
Boreal Capital Management LLC 0.44% Add +325.1% 3,800 $451K
Great Diamond Partners, LLC 0.09% Reduce -3.7% 3,799 $451K
Riverstone Advisors, LLC 0.22% No change 3,795 $450K
Versant Capital Management, Inc 0.04% Reduce -3.7% 3,788 $449K
Occidental Asset Management, LLC 0.05% Add +0.1% 3,775 $448K
Abn Amro Investment Solutions 0.01% New 3,772 $447K
Tradition Wealth Management, LLC 0.03% Reduce -0.1% 3,768 $447K
GeoWealth Management, LLC 0.02% Reduce -37.3% 3,765 $447K
Resonant Capital Advisors, LLC 0.02% Add +7.5% 3,748 $445K
Income Insurance Ltd 0.30% No change 3,752 $444K
Bayesian Capital Management, LP 0.54% New 3,739 $444K
One Capital Management, LLC 0.01% Add +9.4% 3,735 $443K
Benedict Financial Advisors Inc. 0.09% No change 3,730 $442K
Powell Investment Advisors, LLC 0.15% No change 3,695 $438K
Ebert Capital Management Inc. 0.45% Reduce -1.9% 3,679 $436K
Knights of Columbus Asset Advisors LLC 0.02% Reduce -84.0% 3,669 $435K
Townsquare Capital LLC 0.10% Reduce -12.4% 3,664 $435K
Glenview Trust Co 0.01% No change 3,646 $432K
Csenge Advisory Group 0.02% Reduce -1.1% 3,631 $431K
SFE Investment Counsel 0.07% No change 3,610 $428K
Bannerstone Capital Management, LLC 0.40% Add +6.9% 3,607 $428K
Agp Franklin, LLC 0.21% Reduce -47.0% 3,605 $428K
Somerset Trust Co 0.13% Add +0.3% 3,599 $427K
First United Bank & Trust 0.14% Reduce -38.6% 3,595 $426K
Islay Capital Management, LLC 0.22% New 3,594 $426K
Choate Investment Advisors 0.01% Add +1.1% 3,593 $426K
Angeles Wealth Management, LLC 0.02% Add +182.1% 3,582 $425K
Checchi Capital Advisers, LLC 0.03% Reduce -1.3% 3,565 $423K
One Wealth Advisors, LLC 0.05% Add +121.0% 3,558 $422K
Wealth Alliance Advisory Group, LLC 0.07% No change 3,557 $422K
Avidian Wealth Enterprises, LLC 0.01% Add +25.6% 3,557 $422K
Keystone Global Partners, LLC 0.19% No change 3,540 $420K
Platform Technology Partners 0.08% Reduce -6.1% 3,536 $419K
Clarity Wealth Advisors, LLC 0.09% Add +1.8% 3,535 $419K
Kintra Wealth, LLC 0.03% New 3,533 $419K
Trueblood Wealth Management, LLC 0.16% Add +0.7% 3,517 $417K
Aventura Private Wealth, LLC 0.15% Add +0.9% 3,503 $416K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -43.5% 3,500 $415K
Shepherd Street Advisors LLC 0.41% Add +11.0% 3,489 $414K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +26.0% 3,484 $413K
FFT Wealth Management LLC 0.07% Reduce -3.3% 3,476 $412K
Accurate Wealth Management, LLC 0.05% Add +7.0% 3,685 $408K
Moseley Investment Management Inc. 0.13% Add +0.4% 3,430 $407K
W1M Asset Management Ltd 0.00% Add +2.4% 3,423 $406K
Dimension Capital Management LLC 0.06% Add +10.7% 3,417 $405K
Altfest L J & Co. Inc. 0.04% Add +4.7% 3,374 $400K
Solidarity Wealth, LLC 0.08% Reduce -60.7% 3,326 $395K
Dynamic Advisor Solutions LLC 0.01% Add +5.1% 3,324 $394K
Keudell/Morrison Wealth Management 0.08% Reduce -7.3% 3,319 $394K
Oxford Financial Group, LTD. LLC 0.02% Reduce -4.0% 3,319 $394K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -0.3% 3,314 $393K
DSM Capital Partners LLC 0.01% Add +6.3% 3,313 $393K
ERn Financial, LLC 0.07% Add +0.4% 3,304 $392K
Gerald Baker Financial Group LLC 0.12% — 3,300 $391K
Trifecta Capital Advisors, LLC 0.06% No change 3,300 $391K
Arbor Wealth Management LLC\AZ 0.39% Add +1.5% 3,294 $391K
Livet Wealth, LLC 0.25% Reduce -11.9% 3,289 $390K
Global Financial Private Client, LLC 0.13% No change 3,273 $388K
Jefferies Financial Group Inc. 0.00% New 3,272 $388K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.16% Reduce -5.1% 3,261 $387K
Acima Private Wealth, LLC 0.12% No change 3,251 $386K
Bedel Financial Consulting, Inc. 0.04% Add +3.2% 3,250 $386K
Summit Wealth Group LLC / Co. 0.04% Add +30.0% 3,250 $386K
Algert Global LLC 0.01% Reduce -20.1% 3,259 $385K
Mizuho Markets Americas LLC 0.01% New 3,248 $385K
Empirical Asset Management, LLC 0.10% Add +7.4% 3,238 $384K
StoneX Group Inc. 0.02% Reduce -28.7% 3,237 $384K
Buck Wealth Strategies, LLC 0.05% Add +126.3% 3,234 $384K
Arista Wealth Management, LLC 0.05% New 3,223 $382K
Juncture Wealth Strategies, LLC 0.13% Reduce -17.4% 3,203 $380K
New Insight Wealth Advisors 0.14% Reduce -10.5% 3,199 $379K
Harbor Investment Advisory, LLC 0.03% Reduce -22.7% 3,187 $378K
Triad Wealth Partners, LLC 0.03% Add +5.5% 3,184 $378K
Rehmann Capital Advisory Group 0.02% Add +29.9% 3,157 $374K
Saxony Capital Management, LLC 0.22% Add +1.6% 3,155 $374K
Capital CS Group, LLC 0.77% New 3,134 $372K
Fort Sheridan Advisors LLC 0.04% Reduce -4.1% 3,131 $371K
PGIM Custom Harvest LLC 0.01% Add +19.3% 3,127 $371K
Balefire, LLC 0.07% Add +8.0% 3,111 $369K
Forum Financial Management, LP 0.01% Reduce -60.3% 3,111 $369K
Gilliland Jeter Wealth Management LLC 0.11% Add +1.8% 3,100 $368K
Oxinas Partners, LLC 0.17% Add +0.6% 3,095 $367K
Holistic Financial Partners 0.14% Reduce -1.9% 3,093 $367K
B.O.S.S. Retirement Advisors, LLC 0.11% Reduce -23.8% 3,068 $364K
Diligent Investors, LLC 0.09% Reduce -7.3% 3,067 $364K
Evansbrook LLC 0.24% Reduce -0.6% 3,046 $361K
Nemes Rush Group LLC 0.03% Add +0.6% 3,042 $361K
Eagle Strategies LLC 0.04% Add +18.1% 3,039 $360K
Stonehaven Wealth & Tax Solutions, LLC 0.32% Add +18.4% 3,035 $360K
Everpar Advisors LLC 0.12% Reduce -6.3% 3,012 $357K
Simmons Bank 0.02% Add +37.5% 3,011 $357K
One68 Global Capital, LLC 1.15% New 3,000 $356K
Montgomery Investment Management Inc. 0.12% No change 3,000 $356K
First Foundation Advisors 0.01% No change 3,000 $356K
Main Street Financial Solutions, LLC 0.03% Reduce -2.9% 2,971 $352K
Mindset Wealth Management, LLC 0.09% Reduce -3.5% 2,970 $352K
R Squared Ltd 0.19% Add +110.7% 2,962 $351K
Moors & Cabot, Inc. 0.01% Reduce -6.4% 2,962 $351K
Keel Point, LLC 0.02% Reduce -17.5% 2,957 $351K
Van Hulzen Asset Management, LLC 0.03% Add +0.5% 2,950 $350K
WP Advisors, LLC 0.09% Reduce -1.7% 2,938 $349K
WealthPlan Investment Management, LLC 0.02% Reduce -7.5% 2,933 $348K
Xcelsior Advisor Partners LLC 0.13% Add +5.8% 2,925 $347K
Signature Estate & Investment Advisors LLC 0.01% Add +14.0% 2,919 $346K
Magnolia Capital Advisors LLC 0.07% Add +2.1% 2,900 $344K
Performance Wealth Partners, LLC 0.01% Reduce -19.1% 2,897 $344K
New World Advisors LLC 0.06% Reduce -6.1% 2,885 $342K
Obermeyer Wealth Partners 0.02% Reduce -54.0% 2,878 $341K
Banque Pictet & Cie SA 0.00% No change 2,878 $341K
Valtrion Capital Management, LLC 0.32% Add +44.7% 2,875 $341K
Stronghold Wealth Management L.L.C. 0.51% Reduce -2.1% 2,865 $340K
Ridgewood Investments LLC 0.14% — 2,851 $338K
Pathway Wealth Management LLC 0.32% No change 2,850 $338K
Burns J W & Co. Inc. 0.04% No change 2,850 $338K
Keating Financial Advisory Services, Inc. 0.05% Reduce -73.6% 2,848 $338K
HBW Advisory Services LLC 0.04% Reduce -3.3% 2,846 $338K
Fulton Bank, N.A. 0.01% Reduce -25.8% 2,836 $336K
Strategic Blueprint, LLC 0.02% Add +0.8% 2,832 $336K
Alpha Family Trust 0.16% No change 2,820 $335K
First Heartland Consultants, Inc. 0.03% Reduce -6.2% 2,808 $333K
Patron Partners, LLC 0.15% Add +25.8% 2,804 $333K
Modera Wealth Management, LLC 0.00% Reduce -35.6% 2,795 $332K
William Blair Investment Management, LLC 0.00% Reduce -74.0% 2,795 $332K
Oslo Pensjonsforsikring AS 0.05% — 2,800 $331K
Fort Point Capital Partners LLC 0.04% No change 2,785 $330K
V2 Financial group LLC 0.15% Reduce -0.4% 2,766 $328K
Waystone Advisors LLC 0.29% Reduce -2.1% 2,765 $328K
Parr McKnight Wealth Management Group, LLC 0.04% Add +3.1% 2,762 $328K
Keystone Financial Group 0.02% Add +20.5% 2,724 $327K
Granite Investment Partners, LLC 0.02% New 2,753 $327K
Fairman Group, LLC 0.28% No change 2,750 $326K
Rothschild Wealth LLC 0.03% New 2,735 $324K
YHB Investment Advisors, Inc. 0.02% Add +0.1% 2,734 $324K
CKW Financial Group 0.04% Add +41.6% 2,737 $324K
RNC Capital Management LLC 0.01% No change 2,730 $324K
Manchester Financial Inc. 0.06% No change 2,713 $322K
Blueshift Asset Management, LLC 0.10% Reduce -27.4% 2,708 $321K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.17% Add +58.8% 2,700 $320K
Proactive Wealth Strategies LLC 0.06% Add +100.0% 2,700 $320K
Koshinski Asset Management, Inc. 0.02% Reduce -8.9% 2,699 $320K
Annex Advisory Services, LLC 0.01% No change 2,698 $320K
Net Worth Advisory Group 0.07% Reduce -27.0% 2,697 $320K
Quantum Portfolio Management LLC 0.14% Reduce -2.9% 2,696 $320K
Brucke Financial, Inc. 0.16% Reduce -28.6% 2,692 $319K
Wealth Architects, LLC 0.03% Add +0.5% 2,680 $318K
GAMCO Investors 0.00% No change 2,680 $318K
GWN Securities Inc. 0.06% Add +62.3% 2,677 $318K
GatePass Capital, LLC 0.16% Add +0.0% 2,675 $317K
Apella Capital, LLC 0.00% Add +85.8% 2,413 $316K
Zacks Investment Management 0.00% Reduce -37.4% 2,651 $314K
Kazazian Asset Management, LLC 0.34% No change 2,650 $314K
Rhumbline Advisers 0.00% Reduce -4.6% 2,650 $314K
Robertson Stephens Wealth Management, LLC 0.01% Add +16.6% 2,649 $314K
Toth Financial Advisory Corp. 0.03% Reduce -45.4% 2,634 $312K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -1.4% 2,631 $312K
Petredis Investment Advisors LLC 0.03% No change 2,625 $311K
Riverview Capital Advisers, LLC 0.10% Add +14.6% 2,623 $311K
Tranquility Partners, LLC 0.12% No change 2,616 $310K
Twin Peaks Wealth Advisors, LLC 0.08% Reduce -9.8% 2,611 $310K
Hummer Financial Advisory Services Inc 0.22% No change 2,595 $308K
Smith Salley Wealth Management 0.02% Reduce -0.9% 2,578 $306K
Roman Butler Fullerton & Co. 0.08% Add +0.3% 2,540 $305K
Paces Ferry Wealth Advisors, LLC 0.13% Reduce -2.0% 2,570 $305K
Steinberganna Wealth Management 0.15% Reduce -10.5% 2,557 $303K
Seros Financial, LLC 0.19% Reduce -12.0% 2,556 $303K
Abound Wealth Management 0.07% Add +16.7% 2,555 $303K
Visionary Wealth Advisors 0.01% Reduce -1.3% 2,552 $303K
Goldstein Advisors, LLC 0.03% Add +10.4% 2,550 $302K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -4.8% 2,540 $301K
Ballast, Inc. 0.07% Add +37.2% 2,525 $300K
Greatmark Investment Partners, Inc. 0.04% No change 2,525 $300K
Evolution Wealth Advisors, LLC 0.03% Add +47.1% 2,521 $299K
Sargent Investment Group, LLC 0.04% Reduce -15.2% 2,520 $299K
Van Diest Capital, LLC 0.23% Add +6.4% 2,514 $298K
Nautilus Advisors LLC 0.20% Reduce -27.5% 2,512 $298K
Anfield Capital Management, LLC 0.08% New 2,510 $298K
Stonekeep Investments, LLC 0.19% Add +14.1% 2,500 $297K
SP Asset Management LLC 0.03% No change 2,500 $297K
TCFG Wealth Management, LLC 0.11% Reduce -37.0% 2,485 $295K
TCFG Investment Advisors, LLC 0.11% — 2,485 $295K
Vertrix Wealth Management, LLC 0.11% — 2,482 $294K
CM Wealth Advisors LLC 0.06% Reduce -23.2% 2,474 $293K
OneAscent Financial Services LLC 0.02% Add +38.6% 2,468 $293K
Vance Wealth, LLC 0.08% No change 2,467 $293K
Wealthspire Retirement, LLC 0.02% Add +0.2% 2,455 $291K
Prosperity Financial Group, Inc. 0.11% Add +0.2% 2,453 $291K
Quintet Private Bank (Europe) S.A. 0.02% Add +11.4% 2,450 $291K
Leeward Financial Partners, LLC 0.09% No change 2,445 $290K
Main Street Research LLC 0.02% Add +19.4% 2,436 $289K
SouthState Bank Corp 0.01% Reduce -4.2% 2,424 $288K
Granite Group Advisors, LLC 0.17% No change 2,424 $284K
Wynn Capital, LLC 0.15% Add +3.2% 2,390 $284K
JSF Financial, LLC 0.06% Add +5.2% 2,378 $282K
Greystone Financial Group, LLC 0.08% Reduce -50.5% 2,371 $281K
55 North Private Wealth, LLC 0.07% Add +5.4% 2,370 $281K
Reliant Investment Partners, LLC 0.23% Reduce -1.2% 2,365 $281K
Verus Capital Partners, LLC 0.02% Reduce -31.4% 2,365 $281K
Foster Group, Inc. 0.01% Add +17.1% 2,351 $279K
GAMMA Investing LLC 0.01% Add +8.8% 2,350 $279K
Caliber Wealth Management, LLC / KS 0.03% Reduce -1.9% 2,323 $276K
Ballast Advisors LLC 0.08% No change 2,322 $275K
Founders Financial Securities LLC 0.02% Reduce -6.4% 2,442 $274K
GFS Advisors, LLC 0.02% Add +6.7% 2,313 $274K
All Terrain Financial Advisors, LLC 0.09% No change 2,305 $273K
Wealth Science Advisors LLC 0.15% No change 1,698 $273K
Pacific Excel Wealth Advisors, Inc. 0.29% Add +55.1% 2,304 $273K
Stephens Investment Management Group LLC 0.00% Add +13.5% 2,301 $273K
Aspen Capital Management, LLC 0.07% No change 2,300 $273K
Asset Dedication, LLC 0.02% Add +0.9% 2,295 $272K
May Hill Capital, LLC 0.07% Reduce -4.1% 2,292 $272K
Cidel Asset Management Inc. 0.01% New 2,296 $272K
Clark Capital Management Group, Inc. 0.00% Add +0.5% 2,278 $270K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -3.3% 2,116 $270K
S Harris Financial Group, LLC 0.25% Add +12.0% 2,274 $270K
Gemmer Asset Management LLC 0.02% Reduce -3.1% 2,267 $269K
Spirepoint Private Client, LLC 0.03% Reduce -7.4% 2,266 $269K
Silver Oak Securities, Incorporated 0.02% Reduce -10.5% 2,266 $269K
Legato Capital Management LLC 0.02% No change 2,264 $269K
Maripau Wealth Management LLC 0.12% Add +8.3% 2,243 $266K
Advisors Capital Management, LLC 0.00% Reduce -8.8% 2,241 $266K
NWF Advisory Services Inc. 0.03% No change 2,234 $265K
Mountain Capital Investment Advisors Inc. 0.04% Reduce -18.8% 2,129 $264K
Revolve Wealth Partners, LLC 0.03% Reduce -66.1% 2,228 $264K
Jacobs & Co. 0.03% No change 2,228 $264K
Maia Wealth LLC 0.04% New 2,222 $264K
Investment Partners Asset Management, Inc. 0.16% Add +32.4% 2,220 $263K
Cypress Financial Planning LLC 0.07% No change 2,215 $263K
Roehl & Yi Investment Advisors, LLC 0.10% Reduce -10.0% 2,214 $263K
MJP Associates Inc. 0.03% Reduce -17.0% 2,203 $261K
Mendel Money Management 0.11% No change 2,200 $261K
Archford Capital Strategies, LLC 0.03% New 2,200 $261K
BXM Wealth LLC 0.20% Reduce -78.4% 2,190 $260K
Cyndeo Wealth Partners, LLC 0.01% Reduce -77.3% 2,183 $259K
Motley Fool Wealth Management, LLC 0.03% No change 2,165 $257K
UNIVEST FINANCIAL Corp 0.01% No change 2,150 $255K
Flaharty Asset Management, LLC 0.03% No change 2,145 $254K
Moss Adams Wealth Advisors LLC 0.02% No change 2,144 $254K
Athena Wealth Management, LLC 0.21% Reduce -2.0% 2,144 $254K
Pacific Sage Partners, LLC 0.04% No change 2,133 $253K
Fortis Capital Advisors, LLC 0.03% Reduce -81.9% 2,133 $253K
Belpointe Asset Management LLC 0.01% Reduce -84.7% 2,133 $253K
Cornerstone Wealth Group, LLC 0.02% Add +4.0% 1,927 $253K
Dearborn Partners LLC 0.01% Add +24.7% 2,128 $252K
McLean Asset Management Corp 0.04% No change 2,127 $252K
Blodgett Wealth Advisors, LLC 0.20% No change 2,125 $252K
Spartan Wealth Advisory Services LLC 0.02% — 2,120 $251K
Clear Wave Wealth Management LLC 0.06% — 2,119 $251K
Sand Hill Global Advisors, LLC 0.01% New 2,118 $251K
Laidlaw Wealth Management LLC 0.87% Reduce -13.9% 2,107 $250K
M1 Capital Management LLC 0.11% No change 2,100 $249K
Canopy Partners, LLC 0.09% Reduce -4.5% 2,097 $249K
Gallagher Capital Advisors, LLC 0.17% Add +41.3% 2,095 $249K
Hexagon Capital Partners LLC 0.04% New 2,092 $248K
Embree Financial Group 0.03% Add +31.0% 2,090 $248K
Lantz Financial LLC 0.05% Add +4.5% 2,085 $247K
Park Place Capital Corp 0.05% Add +2.8% 2,065 $245K
Emerald Advisors, LLC 0.03% New 2,063 $245K
Tyche Wealth Partners LLC 0.04% Reduce -10.5% 2,062 $245K
Sunburst Financial Group, LLC 0.05% Add +0.1% 2,061 $244K
Kozak & Associates, Inc. 0.05% Reduce -20.3% 2,125 $244K
Formidable Asset Management, LLC 0.04% Reduce -3.2% 1,516 $244K
Zions Bancorporation, National Association 0.02% Reduce -4.9% 2,055 $244K
Cromwell Holdings LLC 0.14% Reduce -2.1% 2,054 $244K
Summa Corp. 0.10% No change 2,051 $243K
Acropolis Investment Management, LLC 0.01% No change 2,050 $243K
Genesis Private Wealth, LLC 0.08% Add +12.7% 2,047 $243K
Affinity Capital Advisors, LLC 0.03% Add +34.3% 2,035 $241K
Chicago Capital, LLC 0.01% Add +20.1% 2,032 $241K
Trilogy Capital Inc. 0.01% Reduce -0.6% 2,030 $241K
Worth Asset Management, LLC 0.09% Add +2.8% 2,021 $240K
Davidson Kahn Capital Management, LLC 0.13% Reduce -2.9% 2,012 $239K
Jamison Private Wealth Management, Inc. 0.03% No change 2,008 $238K
GHP Investment Advisors, Inc. 0.01% Add +10.1% 2,006 $238K
Clark Asset Management, LLC 0.02% New 2,005 $238K
Basepoint Wealth LLC 0.14% No change 2,000 $237K
Montecito Bank & Trust 0.04% No change 2,000 $237K
Brandywine Oak Private Wealth LLC 0.02% No change 2,000 $237K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -14.9% 2,000 $237K
Select Asset Management & Trust 0.07% No change 2,000 $237K
Cohen & Steers, Inc. 0.00% Add +33.3% 2,000 $237K
Kiley Juergens Wealth Management, LLC 0.04% New 1,993 $236K
Caden Capital Partners, LP 2.89% Add +220.1% 1,978 $235K
Total Wealth Planning & Management, Inc. 0.19% Add +2.9% 1,978 $235K
Maridea Wealth Management LLC 0.03% Add +7.5% 1,973 $234K
Dala Group, LLC 0.19% Reduce -15.8% 1,832 $233K
E-Wealth Partners, LLC 0.19% No change 1,957 $232K
Welch Group, LLC 0.01% No change 1,957 $232K
Avantra Family Wealth, Inc. 0.17% New 1,955 $232K
Baron Wealth Management LLC 0.07% Add +16.7% 1,955 $232K
Pitti Group Wealth Management, LLC 0.19% No change 1,950 $231K
TruNorth Capital Management, LLC 0.04% No change 1,950 $231K
Tsfg, LLC 0.04% No change 1,950 $231K
Financial Engines Advisors L.L.C. 0.00% Reduce -37.1% 1,945 $231K
PUREfi Wealth, LLC 0.15% Reduce -8.5% 1,944 $231K
Womack Financial LLC 0.17% No change 1,932 $229K
Kestra Investment Management, LLC 0.00% New 1,928 $229K
von Borstel & Associates, Inc. 0.05% Add +0.5% 1,929 $228K
National Wealth Management Group, LLC 0.08% Reduce -16.8% 1,920 $228K
SHP Wealth Management 0.02% Add +1.5% 1,919 $228K
Eagle Wealth Advisors LLC 0.21% New 1,918 $228K
Money Concepts Capital Corp. 0.01% Add +4.1% 1,915 $227K
KCM Investment Advisors LLC 0.01% Reduce -5.0% 1,911 $227K
CRA Financial Services, LLC 0.03% Add +4.2% 1,905 $226K
Wealth Effects LLC 0.08% Add +11.8% 1,900 $225K
FWG Investments, LLC. 0.14% Reduce -19.5% 1,895 $225K
Raleigh Capital Management Inc. 0.08% Add +9863.2% 1,893 $225K
Victory Financial Group, LLC 0.03% Add +36.3% 1,888 $224K
Daymark Wealth Partners, LLC 0.01% Reduce -1.1% 1,885 $224K
BSW Wealth Partners 0.03% Reduce -4.9% 1,880 $223K
TABR Capital Management, LLC 0.20% No change 1,875 $222K
Riversedge Advisors, LLC 0.04% Add +35.3% 1,857 $220K
LCM Capital Management Inc 0.11% No change 1,855 $220K
Zinnia Wealth Advisory, LLC 0.25% Reduce -18.7% 1,850 $219K
Independence Bank of Kentucky 0.03% Add +5.7% 1,850 $219K
Phoenix Financial Ltd. 0.00% New 1,850 $219K
Centaurus Financial, Inc. 0.01% Reduce -13.3% 1,847 $219K
Avantax Planning Partners, Inc. 0.01% New 1,838 $218K
Johnson Financial Group, LLC 0.01% Add +3.4% 1,836 $218K
Commonwealth Financial Services, LLC 0.03% Add +16.7% 1,833 $217K
Magnus Financial Group LLC 0.02% Reduce -66.3% 1,830 $217K
RM Financial Services, LLC 0.19% No change 1,829 $217K
Essex Bank 0.05% Add +1.8% 1,827 $217K
Pennington Partners & Co., LLC 0.07% New 1,814 $215K
Optas, LLC 0.03% Add +5.6% 1,808 $214K
Sfmg, LLC 0.01% No change 1,806 $214K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -28.2% 1,805 $214K
Patriot Financial Group Insurance Agency, LLC 0.01% New 1,804 $214K
Exit Wealth Advisors, LLC. 0.11% Add +3.2% 1,800 $214K
FourThought Financial Partners, LLC 0.02% Reduce -4.9% 1,792 $213K
Evercore Wealth Management, LLC 0.00% Reduce -52.8% 1,790 $212K
ZWJ Investment Counsel Inc. 0.01% Reduce -3.4% 1,786 $212K
Hancock Whitney Corp. 0.00% Add +12.6% 1,756 $211K
Portus Wealth Advisors, LLC 0.20% No change 1,773 $210K
Douglas Lane & Associates, LLC 0.00% No change 1,771 $210K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +0.3% 1,877 $210K
City National Bank of Florida 0.13% Reduce -41.2% 1,768 $210K
Wellspring Financial Advisors, LLC 0.02% Reduce -0.9% 1,766 $209K
Smith Thornton Advisors LLC 0.11% Reduce -8.9% 1,765 $209K
Legacy Advisors, LLC 0.02% Reduce -1.2% 1,754 $208K
Tobam 0.05% Add +430.3% 1,262 $208K
Founders Financial Alliance, LLC 0.04% Reduce -1.1% 1,749 $207K
Providence Wealth Advisors, LLC 0.13% No change 1,750 $206K
Baron Silver Stevens Financial Advisors, LLC 0.03% No change 1,737 $206K
CMT Capital Markets Trading GmbH 0.10% Reduce -83.1% 1,740 $206K
Guerra Pan Advisors, LLC 0.13% Reduce -1.8% 1,732 $205K
Balboa Wealth Partners 0.03% Add +3.8% 1,713 $203K
Ingalls & Snyder LLC 0.01% No change 1,713 $203K
Argos Wealth Advisors, LLC 0.06% New 1,704 $202K
Loudon Investment Management, LLC 0.11% No change 1,700 $202K
Linscomb Wealth, Inc. 0.01% Add +12.4% 1,700 $202K
Reston Wealth Management LLC 0.06% Reduce -3.1% 1,699 $202K
Wealth Management Associates, Inc. 0.07% Reduce -3.4% 1,697 $201K
Turn8 Private Wealth Inc. 0.13% No change 1,698 $201K
Caerus Investment Advisors, LLC 0.08% Add +5.6% 1,688 $200K
Mather Group, Llc. 0.00% New 1,675 $199K
Strategic Investment Advisors / MI 0.01% Add +33.6% 1,669 $198K
Cullen/Frost Bankers, Inc. 0.00% Add +79.5% 1,664 $197K
Garden State Investment Advisory Services LLC 0.05% Reduce -4.4% 1,662 $197K
McIlrath & Eck, LLC 0.01% No change 1,657 $197K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Reduce -11.9% 1,630 $193K
LRI Investments, LLC 0.02% Reduce -57.8% 1,603 $190K
First Community Trust NA 0.14% No change 1,599 $190K
Tidemark, LLC 0.05% Reduce -2.4% 1,561 $185K
Arkos Global Advisors 0.02% New 1,533 $182K
Banque Cantonale Vaudoise 0.01% Add +21.2% 1,514 $180K
McGuire Capital Advisors Inc. 0.11% No change 1,510 $179K
Osbon Capital Management LLC 0.15% Add +33.9% 1,500 $178K
S&T Bank 0.07% No change 1,500 $178K
Caldwell Trust Co 0.02% New 1,500 $178K
Eurizon Capital SGR S.p.A. 0.00% No change 1,500 $178K
Johnson Financial Group, Inc. 0.01% No change 1,480 $176K
Sittner & Nelson, LLC 0.06% No change 1,464 $174K
Bollard Group LLC 0.01% No change 1,448 $172K
Arlington Trust Co LLC 0.01% Add +8.5% 1,406 $167K
Pacifica Partners Inc. 0.05% Reduce -3.5% 1,368 $162K
JFS Wealth Advisors, LLC 0.01% No change 1,325 $157K
Danske Bank A/S 0.00% Reduce -88.6% 1,325 $157K
Smartleaf Asset Management LLC 0.01% Reduce -17.5% 1,375 $154K
Wilkerson Advisory Group LLC 0.05% Reduce -27.8% 1,290 $153K
CVA Family Office, LLC 0.02% Add +2.2% 1,290 $153K
Hollencrest Capital Management 0.01% Reduce -53.1% 1,286 $153K
Washington Trust Advisors, Inc. 0.01% Reduce -6.5% 1,279 $152K
Signature Equity Partners, LLC 0.08% Reduce -35.1% 1,270 $151K
Smallwood Wealth Investment Management, LLC 0.08% No change 1,243 $147K
Axiom Investors LLC 0.00% Reduce -99.9% 1,229 $146K
PFS Partners, LLC 0.06% No change 1,194 $142K
Wealth Enhancement Trust Services, Inc. 0.02% New 1,180 $140K
Kimelman & Baird, LLC 0.01% No change 1,125 $133K
Old Second National Bank of Aurora 0.03% No change 1,110 $132K
Highline Wealth Partners LLC 0.03% Add +0.9% 1,108 $131K
Golden State Wealth Management, LLC 0.01% No change 1,106 $131K
Evelyn Partners Asset Management Ltd 0.03% No change 1,087 $129K
Provenance Wealth Advisors, LLC 0.01% No change 1,079 $128K
CX Institutional 0.00% Add +22.2% 1,072 $127K
Avion Wealth 0.03% No change 1,056 $125K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -27.3% 1,036 $123K
Parkside Financial Bank & Trust 0.01% Add +1.0% 1,031 $122K
HHM Wealth Advisors, LLC 0.01% No change 1,020 $121K
Vanguard National Trust Co 0.01% — 1,016 $121K
Munich Reinsurance Co Stock Corp in Munich 0.00% Reduce -97.4% 1,015 $120K
Physician Wealth Advisors, Inc. 0.02% Reduce -0.4% 1,009 $120K
Cygnus Capital Advisors, LLC 0.08% New 1,000 $119K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,000 $119K
Nvest Wealth Strategies, Inc. 0.08% Add +0.3% 1,003 $119K
PeakShares LLC 0.11% New 1,000 $119K
Crews Bank & Trust 0.02% No change 1,000 $119K
Avalon Trust Co 0.01% No change 1,000 $119K
CoreCap Advisors, LLC 0.00% Reduce -79.8% 992 $118K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -91.5% 1,050 $116K
Rossby Financial, LCC 0.02% Add +242.0% 978 $116K
Salem Investment Counselors Inc. 0.00% New 974 $116K
Opal Wealth Advisors, LLC 0.03% Reduce -25.1% 972 $115K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -99.8% 951 $113K
MTM Investment Management, LLC 0.04% No change 945 $112K
BIT Capital GmbH 0.01% Reduce -99.5% 898 $107K
CENTRAL TRUST Co 0.00% Add +3747.8% 885 $105K
Murphy & Mullick Capital Management Corp 0.08% Reduce -41.8% 880 $104K
Cascades Capital Asset Management, LLC 0.04% Add +1.9% 863 $102K
Main Street Group, LTD 0.03% New 850 $101K
Strategic Investment Solutions, Inc. 0.02% Add +70.0% 850 $101K
Orion Capital Management LLC 0.03% Reduce -5.8% 840 $100K
Sound Income Strategies, LLC 0.00% Add +311.7% 811 $96K
Pin Oak Investment Advisors Inc. 0.07% Add +20.7% 799 $95K
Bayban 0.08% No change 800 $95K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 776 $92K
Evermay Wealth Management LLC 0.01% No change 755 $90K
ABS Direct Equity Fund LLC 0.07% New 700 $89K
KERR FINANCIAL PLANNING Corp 0.06% No change 720 $89K
Tacita Capital Inc 0.05% Reduce -84.1% 741 $88K
Virtus Advisers, LLC 0.04% New 530 $87K
First Horizon Corp. 0.00% Reduce -73.1% 737 $87K
Wellington-Altus USA Inc. 0.05% Reduce -90.7% 738 $87K
Ogorek Anthony Joseph /NY/ 0.02% No change 709 $84K
Sava Infond d.o.o. 0.01% No change 700 $83K
Hazlett, Burt & Watson, Inc. 0.03% No change 700 $83K
Tiaa Trust, National Association 0.01% Reduce -98.3% 691 $82K
Whipplewood Advisors, LLC 0.04% Add +1762.2% 689 $82K
Community Bank, N.A. 0.01% No change 677 $80K
1 North Wealth Services LLC 0.03% No change 670 $79K
Colonial Trust Advisors 0.01% Add +25.6% 653 $77K
PARK CIRCLE Co 0.07% No change 650 $77K
Hoey Investments, Inc. 0.01% Add +52.1% 639 $76K
HM Payson & Co. 0.00% Reduce -34.0% 636 $75K
North Star Investment Management Corp. 0.00% Add +4.1% 631 $75K
Mirova 0.00% Add +55.0% 631 $75K
WPG Advisers, LLC 0.05% Reduce -20.6% 619 $73K
Financial Network Wealth Advisors LLC 0.07% Reduce -18.7% 618 $73K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -5.5% 616 $73K
Coston, McIsaac & Partners 0.02% No change 620 $73K
Rosenberg Matthew Hamilton 0.01% Reduce -17.8% 614 $73K
Addison Advisors LLC 0.02% Add +5.2% 610 $72K
Hurley Capital, LLC 0.04% New 605 $72K
Destiny Wealth Partners, LLC 0.01% New 605 $72K
GW&K Investment Management, LLC 0.00% No change 580 $69K
Activest Wealth Management 0.01% Add +94.9% 569 $68K
Strategic Wealth Partners, Ltd. 0.00% Add +32.9% 569 $68K
Wall Street Financial Group, Inc. 0.04% New 566 $67K
Plante Moran Financial Advisors, LLC 0.00% Reduce -54.1% 560 $66K
Itau Unibanco Holding S.A. 0.00% New 560 $66K
Hilltop National Bank 0.02% Reduce -47.4% 556 $66K
DecisionPoint Financial, LLC 0.01% Reduce -11.3% 544 $65K
Financial Management Professionals, Inc. 0.01% Reduce -7.2% 532 $63K
Scarborough Advisors, LLC 0.01% Add +23.3% 530 $63K
LOM Asset Management Ltd 0.02% No change 500 $59K
Hilton Head Capital Partners, LLC 0.03% Add +22.5% 485 $58K
GoalVest Advisory LLC 0.01% Add +20.4% 478 $57K
SWAN Capital LLC 0.02% Add +58.3% 475 $56K
Osterweis Capital Management Inc. 0.00% No change 463 $55K
PlanVest Financial, Inc 0.04% — 446 $53K
Solstein Capital, LLC 0.02% New 430 $51K
Catalyst Capital Advisors LLC 0.00% Reduce -5.6% 423 $50K
JPL Wealth Management, LLC 0.01% New 422 $50K
Global Assets Advisory, LLC 0.01% New 417 $49K
Private Wealth Management Group, LLC 0.01% No change 407 $48K
Western Pacific Wealth Management, LP 0.05% No change 400 $47K
Y.D. More Investments Ltd 0.00% Reduce -57.9% 400 $47K
Heritage Wealth Advisors 0.00% Add +364.7% 395 $47K
Obsidian Cio, LLC 0.04% Add +89.8% 391 $46K
Holos Integrated Wealth LLC 0.02% No change 389 $46K
Elequin Capital, LP 0.01% New 380 $45K
Ameriflex Group, Inc. 0.02% Reduce -55.6% 363 $43K
SJS Investment Consulting Inc. 0.01% Reduce -17.4% 360 $43K
Your Advocates Ltd., LLP 0.01% Reduce -6.5% 360 $43K
Clean Yield Group 0.01% Reduce -2.2% 356 $42K
Colonial Trust Co / SC 0.01% Reduce -20.8% 354 $42K
Hickory Point Bank & Trust 0.03% New 340 $40K
Rachor Investment Advisory Services, LLC 0.02% Add +2.4% 337 $40K
Banque Transatlantique SA 0.00% Reduce -53.9% 330 $39K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -72.1% 327 $39K
Key Financial Inc 0.01% Reduce -0.6% 320 $38K
Dagco, Inc. 0.01% No change 317 $38K
Noble Wealth Management PBC 0.02% Add +508.0% 304 $36K
Vision Retirement, LLC 0.01% Add +1.3% 304 $36K
Greykasell Wealth Strategies, Inc. 0.01% No change 296 $35K
Cornerstone Planning Group LLC 0.00% Add +12.4% 326 $35K
Swiss Re Ltd. 0.20% No change 278 $33K
Hamrick Investment Counsel, llc 0.02% Add +129.2% 275 $33K
FWL Investment Management, LLC 0.01% Reduce -10.0% 270 $32K
Horrell Capital Management, Inc. 0.01% No change 265 $31K
Global Wealth Strategies & Associates 0.01% No change 263 $31K
WealthCollab, LLC 0.01% Reduce -31.6% 260 $31K
Darwin Wealth Management, LLC 0.01% No change 260 $31K
Stone House Investment Management, LLC 0.01% Add +13.2% 257 $30K
Sankala Group LLC 0.02% No change 272 $30K
Bell Investment Advisors, Inc 0.00% Add +6.2% 256 $30K
Retiremitten Financial LLC 0.01% — 250 $30K
Estabrook Capital Management 0.00% No change 250 $30K
Glynn Capital Management LLC 0.01% Add +51.6% 241 $29K
Glen Eagle Advisors, LLC 0.00% No change 241 $29K
Foster Dykema Cabot & Partners, LLC 0.00% No change 240 $28K
American National Bank & Trust 0.00% No change 235 $28K
Evolution Wealth Management Inc. 0.02% Add +203.9% 231 $27K
TD Capital Management LLC 0.00% Add +29.1% 231 $27K
Caitlin John, LLC 0.02% Reduce -6.2% 229 $27K
Graney & King, LLC 0.01% New 227 $27K
Strengthening Families & Communities, LLC 0.01% Reduce -92.9% 219 $26K
Financial Consulate, Inc. 0.00% Add +19.0% 213 $25K
Hanson & Doremus Investment Management 0.00% Add +52.9% 214 $25K
Intentional Wealth Strategies, LLC 0.02% — 205 $24K
NorthAvenue LLC 0.02% No change 200 $24K
V-Square Quantitative Management LLC 0.00% New 197 $23K
Horizon Financial Services, LLC 0.01% Add +56.9% 193 $23K
Rothschild Investment LLC 0.00% Reduce -19.0% 192 $23K
Sachetta, LLC 0.01% No change 172 $20K
Lodestone Wealth Management LLC 0.01% Reduce -10.9% 172 $20K
Dogwood Wealth Management LLC 0.01% Add +58.9% 170 $20K
Gould Capital, LLC 0.01% No change 165 $20K
N.E.W. Advisory Services LLC 0.00% Add +13.9% 164 $19K
Birchbrook, Inc. 0.01% No change 162 $19K
Lloyd Advisory Services, LLC. 0.01% Reduce -16.7% 160 $19K
Kingdom Financial Group LLC. 0.01% No change 160 $19K
Mosley Wealth Management 0.01% New 122 $18K
Bangor Savings Bank 0.00% Reduce -18.3% 152 $18K
Twin Lakes Capital Management, LLC 0.01% No change 150 $18K
McMillan Office, Inc. 0.00% No change 150 $18K
POM Investment Strategies, LLC 0.02% New 146 $17K
Maseco LLP 0.00% Add +380.0% 144 $17K
SRH Advisors, LLC 0.00% No change 140 $17K
Tradewinds Capital Management, LLC 0.00% No change 140 $17K
Hartford Financial Management Inc. 0.00% No change 136 $16K
Nisa Investment Advisors, LLC 0.00% Add +35.4% 130 $15K
JNBA Financial Advisors 0.00% Add +287.5% 124 $15K
Atwood & Palmer Inc. 0.00% No change 122 $14K
Bernard Wealth Management Corp. 0.01% New 121 $14K
Global Trust Asset Management, LLC 0.01% No change 121 $14K
Fairscale Capital, LLC 0.01% No change 120 $14K
Olistico Wealth, LLC 0.01% No change 120 $14K
Red Tortoise LLC 0.01% No change 110 $13K
True Wealth Design, LLC 0.00% Add +35.0% 108 $13K
Godsey & Gibb, Inc. 0.00% No change 103 $12K
Smithfield Trust Co 0.00% Reduce -20.6% 100 $12K
Hager Investment Management Services, LLC 0.01% No change 100 $12K
Curio Wealth, LLC 0.00% Reduce -37.5% 100 $12K
Medallion Wealth Advisors, LLC 0.00% Reduce -50.0% 100 $12K
Napier Financial, LLC 0.00% New 100 $12K
Chilton Capital Management LLC 0.00% Reduce -95.0% 100 $12K
Essential Partners LLC 0.00% New 97 $12K
Innovative Asset Advisors Group, LLC 0.01% — 92 $11K
BankPlus Trust Department 0.00% No change 90 $11K
Godfrey Financial Associates, Inc. 0.01% No change 89 $11K
LM Advisors LLC 0.06% Add +160.6% 1,251 $11K
Cornerstone Financial Management LLC 0.01% Add +3.5% 88 $10K
RMG Wealth Management LLC 0.00% No change 100 $10K
Cedar Mountain Advisors, LLC 0.00% No change 86 $10K
Bare Financial Services, Inc 0.00% Add +12.3% 82 $10K
WHI TRUST Co LLC 0.01% No change 80 $9K
C M Bidwell & Associates Ltd. 0.00% No change 80 $9K
Tanglewood Legacy Advisors, LLC 0.00% New 80 $9K
Country Trust Bank 0.00% No change 78 $9K
Ankerstar Wealth, LLC 0.01% Reduce -16.7% 75 $9K
Leo H. Evart, Inc. 0.01% — 75 $9K
Raffa Wealth Management, LLC 0.00% No change 73 $9K
St Germain D J Co. Inc. 0.00% No change 72 $9K
Towne Trust Company, N.A 0.00% No change 71 $8K
Center for Financial Planning, Inc. 0.00% No change 70 $8K
1620 Investment Advisors, Inc. 0.01% No change 70 $8K
Fortis Group Advisors, LLC 0.00% Reduce -99.4% 70 $8K
Capital & Planning, LLC 0.01% New 69 $8K
Cranbrook Wealth Management, LLC 0.00% No change 66 $8K
Kilter Group LLC 0.00% Reduce -3.0% 65 $8K
Southern Michigan Bank & Trust 0.00% — 64 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 63 $7K
Front Row Advisors LLC 0.00% Add +80.0% 63 $7K
Bear Mountain Capital, Inc. 0.00% Add +3.9% 54 $7K
Princeton Global Asset Management LLC 0.00% Reduce -42.9% 60 $7K
NBT Bank, N.A. 0.00% Reduce -63.4% 59 $7K
Armstrong Advisory Group, Inc. 0.00% No change 57 $7K
Key Capital Management, INC 0.00% New 57 $7K
MV Capital Management, Inc. 0.00% Add +307.7% 53 $6K
MidFirst Bank 0.00% Reduce -98.5% 53 $6K
1015 Capital Partners, LLC 0.01% No change 50 $6K
Lam Group, Inc. 0.00% New 50 $6K
Abound Financial, LLC 0.00% No change 50 $6K
Missouri Trust & Investment Co 0.00% No change 50 $6K
Webster Bank, N. A. 0.00% No change 49 $6K
HighMark Wealth Management LLC 0.00% Reduce -28.4% 48 $6K
Richardson Capital Management LLC 0.00% New 44 $5K
Covestor Ltd 0.00% No change 39 $5K
Capital Analysts, LLC 0.00% Reduce -58.8% 42 $5K
Copia Wealth Management 0.00% No change 42 $5K
Vermillion Wealth Management, Inc. 0.00% No change 42 $5K
Vision Financial Markets LLC 0.00% No change 40 $5K
MBM Wealth Consultants, LLC 0.00% New 40 $5K
Bruce G. Allen Investments, LLC 0.00% No change 39 $5K
City Holding Co. 0.00% No change 38 $5K
Capital Advisor Network LLC 0.01% — 35 $4K
Acumen Wealth Advisors, LLC 0.00% Reduce -18.6% 35 $4K
First Pacific Financial 0.00% New 35 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 34 $4K
Legacy Wealth Managment, LLC 0.00% Reduce -12.8% 34 $4K
Valley National Advisers Inc. 0.00% Reduce -43.1% 41 $4K
Roble, Belko & Company, Inc 0.00% No change 30 $4K
Albion Financial Group 0.00% Add +1000.0% 33 $4K
Granite FO LLC 0.00% No change 33 $4K
Prestige Wealth Management Group LLC 0.00% No change 30 $4K
Winch Advisory Services, LLC 0.00% No change 29 $3K
Steigerwald, Gordon & Koch Inc. 0.00% No change 29 $3K
Beacon Financial Strategies CORP 0.00% No change 27 $3K
True Link Financial Advisors, LLC 0.00% New 25 $3K
Retirement Wealth Solutions LLC 0.00% No change 22 $3K
American Capital Advisory, LLC 0.00% No change 20 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 20 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 20 $2K
Duncker Streett & Co. Inc. 0.00% No change 20 $2K
Pacific Center for Financial Services 0.00% No change 18 $2K
Signature Resources Capital Management, LLC 0.00% Reduce -37.9% 18 $2K
Private Wealth Asset Management, LLC 0.00% No change 18 $2K
Resources Management Corp. /CT/ 0.00% New 20 $2K
Salomon & Ludwin, LLC 0.00% No change 16 $2K
Ares Financial Consulting, LLC 0.00% No change 15 $2K
Investors Research Corp 0.00% New 14 $2K
Security National Bank 0.00% No change 14 $2K
New England Capital Financial Advisors LLC 0.00% No change 11 $1K
Gilpin Wealth Management, LLC 0.00% No change 10 $1K
Imprint Wealth LLC 0.01% No change 10 $1K
High Point Wealth Management, LLC 0.00% No change 10 $1K
Essential Investment Partners LLC 0.00% No change 10 $1K
Berkshire Capital Holdings Inc. 0.00% No change 10 $1K
Measured Wealth Private Client Group, LLC 0.00% No change 10 $1K
Cheviot Value Management, LLC 0.00% No change 10 $1K
Blume Capital Management, Inc. 0.00% No change 8 $949
PayPay Securities Corp 0.03% No change 7 $889
Frazier Financial Advisors, LLC 0.00% New 6 $712
Proathlete Wealth Management LLC 0.00% New 6 $711
Financial Gravity Asset Management, Inc. 0.00% New 3 $356
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 2 $237
Walsh & Associates, LLC 0.00% New 2 $237
Bullseye Investment Management, LLC 0.00% No change 2 $237
Bayforest Capital Ltd 0.00% Reduce -99.9% 1 $119
High Note Wealth, LLC 0.00% No change 1 $119
Rakuten Securities, Inc. 0.00% No change 1 $119
REAP Financial Group, LLC 0.00% No change 1 $119

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