Shopify Inc. Class ASHOP

13F holders, Q2 2026 (June 30)
1,717holders −23
136new positions
155sold out
12famous investors
$113.18avg. 13F price*

At the end of Q2 2026, 1,717 institutions reported holding Shopify Inc. Class A (SHOP) in their 13F filings, down 23 from Q1 2026. 136 opened new positions and 155 sold out. The largest holders were Capital International Investors ($6.3B), FMR LLC ($5.4B) and Invesco Ltd. ($4.2B). 12 famous investors held it, including Cathie Wood (3.1% of ARK Investment Management's portfolio), Ron Baron (1.9% of Baron Capital (BAMCO)'s portfolio) and Daniel Sundheim (0.3% of D1 Capital Partners'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions136$563.8M
Exits155$786.5M

All 13F filers, Q1 2026 → Q2 2026: 58,648,418 shares bought and 71,197,297 shares sold, net −12,548,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,717 holders

Capital International Investors 1.30% Add +9.7% 54,893,641 $6.3B
FMR LLC 0.23% Add +2.9% 47,175,518 $5.4B
Invesco Ltd. 0.33% Add +0.5% 36,570,929 $4.2B
Vanguard Capital Management LLC 0.08% Add +1.2% 34,133,098 $3.9B
Capital World Investors 0.46% Add +1.2% 34,087,544 $3.9B
Baillie Gifford & Co. 2.94% Reduce -2.1% 28,403,600 $3.2B
Morgan Stanley 0.15% Add +3.3% 25,517,034 $2.9B
T. Rowe Price Associates Inc. 0.28% Reduce -1.1% 24,751,765 $2.8B
Royal Bank of Canada 0.46% Add +8.7% 23,534,300 $2.7B
FIL Ltd 1.58% Add +5.8% 19,275,482 $2.2B
Norges Bank 0.19% — 16,410,473 $1.9B
JPMorgan Chase & Co. 0.10% Reduce -12.8% 15,220,724 $1.7B
Geode Capital Management, LLC 0.09% Add +11.1% 14,338,616 $1.7B
Loomis Sayles & Co. L P 2.07% Add +0.0% 14,408,186 $1.6B
Bank of Montreal 0.58% Add +5.5% 13,770,055 $1.6B
Wellington Management Group LLP 0.23% Add +30.7% 11,852,596 $1.4B
Bank of America Corp. 0.08% Add +2.3% 11,443,080 $1.3B
Baron Capital (BAMCO) 1.91% Add +136.4% 11,155,546 $1.3B
Vanguard Fiduciary Trust Co. 0.27% Add +0.8% 10,862,064 $1.2B
Goldman Sachs Group Inc. 0.12% Add +11.0% 10,154,753 $1.2B
National Bank of Canada 1.00% Reduce -21.8% 10,020,663 $1.1B
TD Asset Management Inc 0.92% Reduce -3.1% 9,280,520 $1.1B
1832 Asset Management L.P. 1.27% Reduce -10.9% 9,079,131 $1.0B
Canada Pension Plan Investment Board 0.56% Add +7.5% 8,932,140 $1.0B
Cibc World Market Inc. 1.59% Reduce -5.1% 8,301,893 $947.9M
Alliancebernstein L.P. 0.31% Reduce -11.3% 7,814,726 $927.0M
Manufacturers Life Insurance Company, The 0.72% Reduce -4.7% 8,026,490 $916.5M
Capital Research Global Investors 0.12% Reduce -35.6% 7,491,701 $855.4M
Sands Capital Management, LLC 3.07% Reduce -18.9% 7,242,079 $826.9M
Franklin Resources Inc. 0.17% Reduce -16.7% 6,892,527 $787.4M
Jennison Associates LLC 0.47% Reduce -58.0% 6,846,396 $781.7M
Massachusetts Financial Services Co. 0.24% Reduce -1.3% 5,950,335 $755.4M
Newlands Management Operations LLC 4.36% No change 6,325,050 $722.2M
Legal & General Group Plc 0.15% Reduce -2.9% 6,162,904 $704.8M
Connor, Clark & Lunn Investment Management Ltd. 1.28% Reduce -7.5% 5,906,160 $675.0M
BlackRock, Inc. 0.01% Reduce -34.5% 5,824,991 $665.1M
Vanguard Global Advisers, LLC 0.28% Add +6.1% 5,221,153 $597.3M
Polen Capital Management LLC 4.50% Reduce -27.4% 4,577,524 $522.7M
Toronto Dominion Bank 0.85% Add +44.4% 4,432,439 $506.4M
CIBC Asset Management Inc 1.08% Add +0.1% 4,308,187 $493.8M
ARK Investment Management 3.08% Reduce -0.5% 4,155,925 $474.5M
Edgewood Management LLC 4.84% Reduce -32.3% 4,107,065 $468.9M
Artisan Partners Limited Partnership 0.76% Reduce -6.6% 4,074,005 $465.2M
Bank of Nova Scotia 0.71% Add +26.1% 4,029,656 $460.9M
Swiss National Bank 0.24% Reduce -3.7% 3,962,700 $452.0M
Bank of New York Mellon Corp 0.07% Add +9.3% 3,819,522 $436.1M
Susquehanna International Group, LLP 0.39% Add +69.2% 3,812,940 $435.4M
Victory Capital Management Inc. 0.24% Add +46.2% 3,722,361 $425.0M
UBS Group AG 0.07% Reduce -21.6% 3,706,397 $423.2M
Barclays PLC 0.13% Add +0.5% 3,655,581 $417.4M
Sumitomo Mitsui Trust Group, Inc. 0.23% Reduce -2.5% 3,585,720 $409.4M
Federation des caisses Desjardins du Quebec 1.22% Add +18.8% 3,469,946 $395.0M
Deutsche Bank AG 0.11% Add +5.1% 3,396,901 $387.9M
Amova Asset Management Americas, Inc. 4.96% Reduce -2.6% 3,366,810 $384.5M
Jupiter Topco LLC 0.15% — 3,279,616 $374.5M
Clearbridge Investments, LLC 0.28% Reduce -1.9% 2,984,845 $340.8M
Wells Fargo & Company 0.06% Reduce -6.7% 2,866,960 $327.3M
Charles Schwab Investment Management Inc. 0.04% Add +3.8% 2,830,240 $323.7M
Amundi 0.07% Reduce -15.0% 2,720,427 $310.6M
Nuveen, LLC 0.07% Reduce -47.3% 2,678,971 $306.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +1646.8% 2,633,169 $300.7M
Mirova US LLC 3.19% Reduce -2.7% 2,600,237 $296.9M
D. E. Shaw & Co. 0.18% Add +64.6% 2,394,385 $273.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.18% Add +12.0% 2,385,151 $272.9M
Durable Capital Partners LP 2.59% Add +140.3% 2,335,694 $266.7M
Jane Street Group, LLC 0.17% Reduce -33.6% 2,322,857 $265.2M
Sei Investments Co. 0.22% Reduce -19.8% 2,168,217 $247.6M
Picton Mahoney Asset Management 2.28% Add +1.3% 2,163,787 $246.9M
Raymond James Financial Inc. 0.07% Reduce -2.4% 2,144,798 $244.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.53% Add +21.9% 2,131,695 $243.6M
Citadel Advisors 0.14% Add +391.1% 2,065,064 $235.8M
Brown Advisory Inc. 0.34% Add +29.3% 1,927,406 $220.1M
Winslow Capital Management, LLC 0.75% Reduce -36.5% 1,919,693 $219.2M
First Trust Advisors LP 0.12% Add +57.5% 1,853,916 $211.7M
Gilder Gagnon Howe & Co. LLC 2.16% Reduce -14.8% 1,835,426 $209.6M
Envestnet Asset Management Inc. 0.05% Reduce -18.8% 1,827,570 $208.7M
Public Sector Pension Investment Board 0.53% Add +189.9% 1,759,877 $201.1M
Pictet Asset Management Holding SA 0.19% Add +7.2% 1,740,052 $198.8M
Mufg Securities (canada), LTD. 5.31% Reduce -5.1% 1,725,549 $197.1M
Natixis Advisors, LLC 0.22% Reduce -9.1% 1,712,569 $195.5M
LPL Financial LLC 0.04% Add +13.2% 1,658,508 $189.4M
BNP Paribas Financial Markets 0.10% Add +79.9% 1,658,388 $189.4M
Marshall Wace, LLP 0.16% Reduce -35.7% 1,633,517 $186.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.22% Reduce -5.1% 1,626,341 $185.7M
Strategy Capital LLC 11.28% Reduce -2.9% 1,602,908 $183.0M
Barton Investment Management 24.45% Reduce -1.4% 1,580,601 $180.5M
Russell Investments Group, Ltd. 0.16% Reduce -5.9% 1,554,830 $177.6M
Ashe Capital Management, LP 18.91% Reduce -6.4% 1,542,738 $176.1M
Rathbones Group PLC 0.64% Add +0.1% 1,512,628 $172.7M
TD Waterhouse Canada Inc. 0.45% Add +18.5% 1,414,866 $172.4M
Scotia Capital Inc. 0.63% Add +12.6% 1,470,808 $167.8M
Caisse de depot et placement du Quebec 0.23% Add +2.4% 1,426,749 $163.2M
Nomura Asset Management International Inc. 0.24% Add +40.4% 1,405,574 $160.5M
Arrowstreet Capital, Limited Partnership 0.07% Add +32.0% 1,321,984 $151.0M
American Century Companies Inc. 0.06% Reduce -9.6% 1,279,215 $146.1M
Neuberger Berman Group LLC 0.10% Add +20.9% 1,276,855 $145.8M
Alberta Investment Management Corp 0.93% Add +37.5% 1,274,813 $145.7M
Northern Trust Corp. 0.02% Reduce -30.4% 1,265,477 $144.5M
Zevenbergen Capital Investments LLC 3.09% Reduce -9.6% 1,183,816 $135.2M
Ameriprise Financial Inc. 0.03% Reduce -53.7% 1,132,890 $131.6M
Addenda Capital Inc. 3.52% Add +11.4% 798,719 $129.6M
ProShare Advisors LLC 0.19% Reduce -27.1% 1,134,069 $129.5M
Citigroup Inc. 0.06% Add +25.8% 1,127,899 $129.0M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Add +65.1% 1,116,576 $127.5M
Hudson Bay Capital Management LP 0.64% Add +12.2% 1,066,000 $121.7M
Aviva PLC 0.18% Add +0.6% 1,059,894 $121.1M
Korea Investment CORP 0.21% Add +7.9% 977,068 $111.7M
ExodusPoint Capital Management, LP 1.03% New 976,571 $111.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Reduce -1.9% 967,947 $110.5M
MUFG Securities EMEA plc 1.08% Add +7.3% 901,731 $103.0M
Capital International, Inc. 0.73% Add +14.8% 901,742 $103.0M
Thrive Capital Management, LLC 2.68% No change 895,817 $102.3M
Capital International Sarl 1.40% Add +12.0% 867,328 $99.0M
APG Asset Management N.V. 0.23% Add +31.6% 956,521 $95.5M
Vaughan Nelson Investment Management, L.P. 0.84% Reduce -17.1% 833,950 $95.2M
D1 Capital Partners 0.27% New 830,891 $94.9M
Federated Hermes, Inc. 0.14% Reduce -4.6% 821,993 $93.9M
SG Americas Securities, LLC 0.05% Add +196.6% 821,673 $93.8M
CIBC Bancorp USA Inc. 0.11% Reduce -2.4% 803,178 $92.2M
State Street Corp. 0.00% Reduce -0.1% 802,915 $91.7M
Dimensional Fund Advisors LP 0.02% Add +0.2% 784,542 $89.6M
Liontrust Investment Partners LLP 1.32% Add +411.8% 783,719 $89.5M
Fred Alger Management, LLC 0.30% Reduce -16.6% 776,493 $88.7M
Bessemer Group Inc. 0.12% Reduce -3.7% 773,620 $88.3M
Congress Asset Management Co. 0.54% Reduce -3.5% 764,601 $87.3M
Jones Financial Companies LLLP 0.03% Reduce -2.1% 733,749 $85.7M
NEOS Investment Management LLC 0.31% Add +10.9% 737,600 $84.2M
State of Tennessee, Department of Treasury 0.24% Reduce -20.4% 703,575 $80.5M
NZS Capital, LLC 2.08% Add +27.9% 703,753 $80.4M
CANADA LIFE ASSURANCE Co 0.13% Reduce -4.9% 692,163 $78.8M
Fiera Capital Corp 0.27% Add +8.9% 663,438 $75.8M
Stony Point Capital LLC 4.86% Add +3.2% 651,765 $74.4M
Mirae Asset Global Investments Co., Ltd. 0.14% Add +67540.4% 643,260 $73.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Add +10.0% 635,990 $72.6M
Vanguard Investments Australia, Ltd. 0.18% Add +2.6% 625,026 $71.5M
Blue Sparrow, LLC 0.69% New 620,000 $70.8M
TCW Group Inc. 0.47% Reduce -24.9% 609,503 $69.6M
Balyasny Asset Management L.P. 0.13% New 609,006 $69.5M
Guardian Capital LP 1.49% Add +2.0% 534,485 $61.1M
DekaBank Deutsche Girozentrale 0.10% No change 524,986 $60.2M
Blair William & Co. 0.16% Reduce -16.8% 521,868 $59.6M
Allen Investment Management, LLC 0.70% Reduce -7.4% 519,490 $59.3M
Royal London Asset Management Ltd. 0.11% Reduce -2.0% 508,697 $58.1M
Agf Management Ltd. 0.23% Reduce -11.1% 506,490 $58.0M
Osaic Holdings, Inc. 0.07% Add +8.4% 493,085 $56.3M
Capital Fund Management S.A. 0.39% Add +127.1% 481,667 $55.0M
Rockefeller Capital Management L.P. 0.08% Reduce -18.0% 471,205 $53.8M
Creative Planning 0.03% Add +6.7% 469,832 $53.6M
Harvest Portfolios Group Inc. 0.74% Add +73.9% 456,444 $52.2M
Allspring Global Investments Holdings, LLC 0.08% Reduce -44.4% 428,663 $52.1M
Hillsdale Investment Management Inc. 1.18% Add +16.3% 451,724 $51.6M
Allianz Asset Management GmbH 0.05% Add +36.1% 448,018 $51.2M
Capital International Ltd. 1.67% Add +10.3% 448,711 $51.2M
Altshuler Shaham Ltd 0.63% Add +20.7% 442,232 $50.5M
Lord, Abbett & Co. LLC 0.15% Reduce -55.8% 438,404 $50.1M
USS Investment Management Ltd 0.20% Add +8.3% 436,547 $49.9M
Life Cycle Investment Partners Ltd 0.23% Reduce -11.3% 431,739 $49.3M
Lazard Asset Management LLC 0.07% Add +1.9% 425,633 $48.6M
OMERS ADMINISTRATION Corp 0.29% Add +627.0% 422,002 $48.3M
STRS Ohio 0.18% Reduce -31.1% 413,936 $47.3M
Andra AP-fonden 0.52% Add +50.3% 278,312 $45.2M
State of Wisconsin Investment Board 0.09% Reduce -0.1% 385,130 $44.0M
Cetera Investment Advisers 0.04% Add +3.4% 385,053 $44.0M
Kayne Anderson Rudnick Investment Management LLC 0.13% Reduce -1.3% 377,321 $43.1M
Ensign Peak Advisors, Inc 0.07% Reduce -7.4% 376,521 $43.0M
Privium Fund Management B.V. 7.76% Reduce -9.1% 370,000 $42.2M
AQR Capital Management 0.01% Add +46.4% 366,139 $41.8M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +0.5% 358,160 $40.9M
Mn Services Vermogensbeheer B.V. 0.31% Reduce -24.8% 357,272 $40.9M
AMF Tjanstepension AB 0.24% No change 350,833 $40.1M
Tidal Investments LLC 0.10% Add +472.6% 344,055 $39.3M
Stifel Financial Corp. 0.03% Reduce -15.6% 336,981 $38.5M
Peregrine Capital Management LLC 1.22% Add +58.6% 328,206 $37.5M
Advisors Asset Management, Inc. 0.57% Reduce -3.5% 327,792 $37.4M
Islander Capital Partners, L.P. 13.50% Add +66.3% 326,000 $37.2M
Voloridge Investment Management, LLC 0.15% Reduce -34.9% 308,587 $35.2M
ThornTree Capital Partners LP 4.80% Add +45.0% 307,137 $35.1M
Truist Financial Corp. 0.04% Reduce -8.1% 303,346 $34.6M
Nykredit A/S 0.13% — 297,200 $34.0M
Walleye Capital LLC 0.17% Add +10.1% 293,359 $33.5M
Manchester Global Management (UK) Ltd 3.69% Add +46.5% 292,956 $33.4M
Commonwealth Equity Services, LLC 0.04% Reduce -11.2% 292,174 $33.4M
Select Equity Group, L.P. 0.18% Add +23.8% 291,826 $33.3M
Equitable Trust Co. 1.38% Reduce -6.7% 288,785 $33.0M
Squarepoint Ops LLC 0.06% Add +4056.6% 288,427 $32.9M
Lansforsakringar Fondforvaltning AB (publ) 0.14% Reduce -2.1% 282,321 $32.3M
HB Wealth Management, LLC 0.18% Add +2377.7% 282,009 $32.2M
Investment Management Corp of Ontario 0.40% Reduce -0.1% 278,788 $31.8M
Northwest & Ethical Investments L.P. 0.74% Reduce -5.8% 277,949 $31.8M
Qube Research & Technologies Ltd 0.03% Add +211.3% 274,697 $31.4M
Cornerstone Capital, Inc. 2.75% Add +2.4% 270,035 $30.8M
Huntington National Bank 0.19% Reduce -0.2% 262,749 $30.0M
Exchange Traded Concepts, LLC 0.15% Add +204.3% 258,427 $29.5M
Ninepoint Partners LP 2.59% Add +44.3% 254,222 $29.0M
Guggenheim Capital LLC 0.19% Add +7.7% 253,940 $29.0M
Bristol John W & Co. Inc. 0.43% Reduce -0.6% 252,988 $28.9M
ICONIQ Capital, LLC 0.83% Reduce -89.7% 252,702 $28.9M
Two Sigma Investments, LP 0.02% Add +103.1% 252,158 $28.8M
Millennium Management 0.02% Add +6.1% 247,081 $28.2M
Thornburg Investment Management Inc. 0.27% Add +5.5% 246,547 $28.2M
GF Fund Management Co. LTD. 0.34% Reduce -1.7% 246,294 $28.1M
Tudor Investment Corporation 0.12% Reduce -12.3% 244,860 $28.0M
Janney Montgomery Scott LLC 0.05% Add +5.7% 242,597 $27.7M
Voya Investment Management LLC 0.03% Reduce -58.3% 236,099 $27.0M
Swiss Life Asset Management Ltd 0.11% Add +11.6% 232,855 $26.6M
Cambridge Investment Research Advisors, Inc. 0.06% Add +32.1% 232,617 $26.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.9% 231,316 $26.4M
Intact Investment Management Inc. 0.75% Reduce -6.5% 229,594 $26.3M
Gavilan Investment Partners LLC 6.39% No change 230,000 $26.3M
Man Group plc 0.05% Reduce -25.0% 227,857 $26.0M
Quantinno Capital Management LP 0.03% Add +2.2% 226,558 $25.9M
Intech Investment Management LLC 0.24% Add +9.8% 225,599 $25.8M
Acadian Asset Management LLC 0.03% Add +37.3% 225,253 $25.7M
Mariner, LLC 0.03% Reduce -24.8% 225,045 $25.7M
Maryland State Retirement & Pension System 0.43% Add +22.9% 221,810 $25.3M
Ostrum Asset Management 1.19% Reduce -15.6% 215,685 $24.6M
Bellecapital International Ltd. 3.90% Add +162.5% 213,669 $24.4M
Ampersand Capital Group, L.P. 10.96% Add +6.5% 212,763 $24.3M
Oppenheimer Asset Management Inc. 0.25% Reduce -21.4% 212,332 $24.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -31.1% 211,118 $24.1M
MML Investors Services, LLC 0.05% Reduce -5.2% 209,649 $23.9M
HSBC Holdings PLC 0.01% Add +31.1% 206,771 $23.7M
Assetmark, Inc. 0.04% Reduce -6.5% 204,958 $23.4M
Pathstone Holdings, LLC 0.07% Reduce -13.1% 203,003 $23.2M
Union Bancaire Privee, UBP SA 0.25% Reduce -8.9% 209,933 $23.0M
Adage Capital Partners Gp, L.L.C. 0.03% New 200,000 $22.8M
HighTower Advisors, LLC 0.02% Reduce -21.8% 199,319 $22.8M
Nissay Asset Management Corp. /Japan 0.10% Add +7.6% 198,803 $22.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.19% Reduce -28.0% 198,256 $22.7M
Benchstone Capital Management LP 2.82% New 198,162 $22.6M
Varma Mutual Pension Insurance Co 0.12% Add +1.3% 193,908 $22.2M
Focus Partners Wealth 0.02% Add +3.4% 191,135 $21.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.39% Add +2.8% 191,034 $21.8M
CI Investments Inc. 0.07% Add +6.2% 189,130 $21.6M
Marcho Partners LLP 12.22% Add +37.2% 188,235 $21.5M
State of Michigan Retirement System 0.09% Add +87.9% 187,534 $21.4M
Optiver Holding B.V. 0.31% Add +271.2% 186,794 $21.3M
Parkwood LLC 1.53% Add +50.3% 186,647 $21.3M
SEB Asset Management AB 0.08% Reduce -16.9% 180,576 $20.7M
D.A. Davidson & Co. 0.11% Reduce -5.1% 178,473 $20.4M
Trillium Asset Management, LLC 0.62% Add +29.2% 175,200 $20.0M
Oddo BHF Asset Management Sas 0.93% No change 122,698 $19.9M
Teachers Retirement System of the State of Kentucky 0.13% Reduce -2.4% 173,166 $19.8M
Merit Financial Group, LLC 0.12% Add +338.6% 170,910 $19.5M
Lyell Wealth Management, LP 1.17% Add +1.5% 167,421 $19.1M
Baker Avenue Asset Management, LP 0.36% Reduce -17.2% 165,795 $18.9M
Ardmore Road Asset Management LP 1.09% New 162,500 $18.6M
Welch & Forbes LLC 0.22% Add +3.6% 159,087 $18.2M
Dash Acquisitions Inc. 3.66% Reduce -0.3% 120,284 $18.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Add +16.4% 157,580 $18.0M
Thompson Siegel & Walmsley LLC 0.32% Reduce -1.5% 156,520 $17.9M
Gerber Kawasaki Wealth & Investment Management 0.48% Add +8.8% 155,965 $17.8M
Tremblant Capital Group 0.51% Add +12.4% 155,592 $17.8M
Louisbourg Investments Inc. 3.24% Add +24.3% 153,670 $17.5M
Apollon Wealth Management, LLC 0.21% Add +3.3% 153,586 $17.5M
Insight Holdings Group, LLC 1.33% Add +62.1% 153,440 $17.5M
TIAA Wealth Investment Management LLC 0.12% Add +726.2% 152,481 $17.4M
Sanctuary Advisors, LLC 0.08% Add +3.1% 152,430 $17.4M
Mizuho Markets Americas LLC 0.31% Add +4569.5% 151,666 $17.3M
Gryphon Financial Partners LLC 1.56% Reduce -0.8% 151,520 $17.3M
Sierra Summit Advisors LLC 1.92% Add +55.4% 150,882 $17.2M
Kinetic Partners Management, LP 0.40% Reduce -60.7% 148,226 $16.9M
Dana Investment Advisors, Inc. 0.44% Add +55.9% 147,326 $16.8M
Arthedge Capital Management, LLC 14.53% No change 146,600 $16.7M
Vestmark Advisory Solutions, Inc. 0.15% Reduce -0.2% 142,582 $16.3M
iA Global Asset Management Inc. 0.19% Reduce -4.5% 142,281 $16.2M
Schroder Investment Management Group 0.01% Reduce -82.7% 135,616 $15.5M
LBP Am SA 0.16% Add +33.4% 132,992 $15.2M
Rafferty Asset Management, LLC 0.03% Add +26.4% 132,447 $15.1M
HRT Financial LP 0.03% Reduce -45.0% 131,674 $15.0M
PEAK6 LLC 0.36% Add +414.2% 130,236 $14.9M
Shelton Capital Management 0.28% Reduce -4.6% 129,890 $14.8M
Baird Financial Group, Inc. 0.02% Reduce -17.1% 129,500 $14.8M
Generali Asset Management SPA SGR 0.26% Reduce -11.6% 89,676 $14.6M
AIA Group Ltd 0.18% Add +14.8% 126,853 $14.5M
Daiwa Securities Group Inc. 0.03% Reduce -23.0% 125,637 $14.3M
Ithaka Group LLC 2.55% Reduce -5.8% 123,083 $14.1M
Texas Yale Capital Corp. 0.30% Add +4.0% 122,872 $14.0M
Baltimore-Washington Financial Advisors, Inc. 0.53% Reduce -1.6% 122,580 $14.0M
Utah Retirement Systems 0.13% Reduce -8.9% 122,236 $14.0M
Voleon Capital Management LP 0.25% Add +15.4% 119,583 $13.7M
Cresset Asset Management, LLC 0.05% Reduce -1.8% 119,534 $13.6M
AustralianSuper Pty Ltd 0.06% Reduce -67.7% 117,934 $13.5M
Cerity Partners LLC 0.02% Reduce -7.7% 117,795 $13.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +8.2% 117,257 $13.4M
Mediolanum International Funds Ltd 0.11% Add +20.7% 116,789 $13.3M
Purpose Unlimited Inc. 0.50% Add +42.2% 113,786 $13.0M
Group One Trading LLC 0.37% New 112,530 $12.8M
Carnegie Investment Counsel 0.26% Reduce -17.4% 112,168 $12.8M
Tocqueville Asset Management L.P. 0.17% Add +1.8% 111,660 $12.7M
Atria Investments, Inc 0.13% Reduce -13.3% 111,018 $12.7M
DF Dent & Co. Inc. 0.24% Add +363.5% 110,176 $12.6M
Danica Pension, Livsforsikringsaktieselskab 0.20% Reduce -26.3% 77,338 $12.5M
Corient Private Wealth LP 0.02% Reduce -16.5% 109,836 $12.5M
Nepsis Inc. 4.14% Add +4.6% 107,028 $12.2M
Vident Advisory, LLC 0.09% Add +45.3% 106,676 $12.2M
Cornerstone Advisors, LLC 0.40% Add +57.7% 106,449 $12.2M
PNC Financial Services Group, Inc. 0.01% Reduce -12.9% 106,441 $12.2M
Public Employees Retirement System of Ohio 0.04% Add +0.5% 105,290 $12.0M
Norden Group LLC 0.98% Add +268.0% 104,500 $11.9M
Capital Investment Services of America, Inc. 1.16% Add +111.8% 103,314 $11.8M
Kestra Advisory Services, LLC 0.04% Reduce -0.8% 103,131 $11.8M
Atalanta Sosnoff Capital, LLC 0.21% Add +28.6% 103,100 $11.8M
Markel Group 0.09% No change 102,750 $11.7M
Asset Management One Co., Ltd. 0.03% Add +7.7% 101,804 $11.6M
Longaeva Partners L.P. 0.33% Add +1199.3% 101,216 $11.6M
Maniro Ltd 2.57% Add +224.8% 100,367 $11.5M
Equitable Holdings, Inc. 0.07% Add +5.0% 99,811 $11.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +1.0% 164,440 $11.4M
Capital Group Investment Management Pte. LTD. 1.70% Add +10.1% 98,744 $11.3M
Yarbrough Capital, LLC 0.33% No change 97,488 $11.1M
Thrivent Financial for Lutherans 0.02% Reduce -92.3% 97,076 $11.1M
Natixis 0.05% Add +28.8% 96,386 $11.0M
O'shaughnessy Asset Management, LLC 0.05% Reduce -10.2% 94,971 $10.8M
Candriam S.C.A. 0.05% Reduce -0.8% 94,634 $10.8M
Rakuten Investment Management, Inc. 0.03% Add +30.3% 94,363 $10.8M
Gulf International Bank (UK) Ltd 0.21% Reduce -1.6% 92,957 $10.6M
Schonfeld Strategic Advisors LLC 0.06% New 92,522 $10.6M
Venture Visionary Partners LLC 0.29% Reduce -1.3% 91,569 $10.5M
Covenant Asset Management, LLC 1.84% Reduce -3.0% 90,675 $10.4M
Harvest Fund Management Co., Ltd 0.34% Add +0.1% 90,639 $10.4M
Wesbanco Bank Inc. 0.26% Add +10.8% 90,302 $10.3M
Telemark Asset Management, LLC 0.74% No change 90,000 $10.3M
Achmea Investment Management B.V. 0.26% Add +65.2% 89,594 $10.2M
Aquatic Capital Management LLC 0.35% New 89,671 $10.2M
Exane Asset Management 3.69% Add +6.2% 78,325 $10.2M
Sycale Advisors (NY) LLC 4.55% New 89,430 $10.2M
Foxhaven Asset Management, LP 0.27% New 89,303 $10.2M
NewEdge Advisors, LLC 0.03% Reduce -0.9% 88,161 $10.1M
Thoroughbred Financial Services, LLC 0.48% Reduce -9.6% 87,872 $10.0M
Castleark Management LLC 0.27% Reduce -71.9% 87,164 $10.0M
&partners 0.04% Reduce -1.7% 86,703 $9.9M
Lido Advisors, LLC 0.04% Reduce -5.8% 86,291 $9.9M
Vontobel Holding Ltd. 0.03% Add +199.1% 86,138 $9.8M
UniSuper Management Pty Ltd 0.05% Add +159.3% 60,408 $9.8M
Capital Group Private Client Services, Inc. 0.14% Reduce -17.0% 85,503 $9.8M
EULAV Asset Management 0.31% Add +25.0% 85,000 $9.7M
Nomura Holdings Inc. 0.04% Reduce -40.7% 84,692 $9.7M
Credit Agricole S A 0.02% Reduce -10.5% 84,578 $9.7M
Henry James International Management Inc. 2.89% Reduce -0.0% 84,572 $9.7M
Profund Advisors LLC 0.26% Add +6.8% 84,041 $9.6M
Bank Pictet & Cie (Europe) AG 0.19% Reduce -50.0% 83,978 $9.6M
Advisory Services Network, LLC 0.11% Add +18.0% 83,545 $9.5M
Glenmede Trust Co. NA 0.04% Reduce -29.4% 81,421 $9.3M
Dixon Mitchell Investment Counsel Inc. 0.30% Reduce -0.7% 80,186 $9.2M
Square Peg Capital PTY Ltd. 12.03% Add +0.7% 80,300 $9.2M
Mercer Global Advisors Inc. 0.01% Reduce -13.4% 79,781 $9.1M
Nomura Asset Management Co. Ltd. 0.02% Reduce -5.8% 79,714 $9.1M
Captrust Financial Advisors 0.01% Reduce -21.0% 79,580 $9.1M
Private Advisor Group, LLC 0.04% Add +74.8% 79,519 $9.1M
WINTON GROUP Ltd 0.29% Reduce -39.8% 79,492 $9.1M
Quantitative Investment Management, LLC 0.99% Add +8.0% 79,275 $9.1M
Lombard Odier Asset Management (Switzerland) SA 0.29% Add +3.8% 78,808 $9.0M
Louisiana State Employees Retirement System 0.13% Reduce -2.6% 78,400 $9.0M
Gillson Capital LP 0.52% New 77,800 $8.9M
PCJ Investment Counsel Ltd. 2.54% Add +3.1% 77,170 $8.8M
NorthCrest Asset Manangement, LLC 0.23% Add +3.7% 71,199 $8.8M
Deepwater Asset Management, LLC 3.92% Add +99.2% 75,511 $8.6M
Van Eck Associates Corp. 0.01% Add +9.1% 74,817 $8.5M
Sustainable Growth Advisers, LP 0.08% Reduce -8.6% 74,128 $8.5M
Ravenswood Partners LP 2.70% Reduce -1.4% 73,803 $8.4M
Pacer Advisors, Inc. 0.02% Add +72.6% 71,450 $8.2M
Third View Private Wealth, LLC 0.99% Reduce -0.7% 70,241 $8.0M
Waterloo Capital, L.P. 0.45% New 70,169 $8.0M
Davis-Rea LTD. 2.28% Add +24.7% 70,000 $8.0M
Penserra Capital Management LLC 0.06% Add +57.0% 68,493 $7.8M
Aviso Financial Inc. 0.27% Add +15.3% 67,661 $7.7M
MMBG Investment Advisors Co. 0.60% Reduce -13.9% 66,915 $7.6M
Principal Financial Group Inc. 0.00% Reduce -70.4% 65,800 $7.5M
Mirova 0.28% Add +10318.7% 65,742 $7.5M
Prudential PLC 0.05% Reduce -3.4% 65,167 $7.4M
Bogart Wealth, LLC 0.26% Add +5.4% 65,143 $7.4M
Faithward Advisors, LLC 0.90% Add +1.9% 64,625 $7.4M
XTX Topco Ltd 0.10% Reduce -5.3% 64,230 $7.3M
Vanguard Personalized Indexing Management, LLC 0.06% Add +3.6% 63,545 $7.3M
Calamos Advisors LLC 0.04% Reduce -11.9% 63,304 $7.2M
Bank of Nova Scotia Trust Co. 0.59% Add +4.0% 62,736 $7.2M
AE Wealth Management LLC 0.03% Add +35.9% 62,616 $7.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.27% Add +1.1% 62,539 $7.1M
Midwest Trust Co 0.08% Reduce -2.4% 62,515 $7.1M
US Bancorp \de 0.01% Reduce -4.7% 62,112 $7.1M
JCIC Asset Management Inc. 2.15% No change 59,237 $7.0M
M&T Bank Corp 0.02% Reduce -28.4% 61,164 $7.0M
EFG International AG 0.13% Reduce -19.8% 60,857 $7.0M
Allianz SE 0.07% No change 60,617 $6.9M
Commerce Bank 0.03% Add +0.5% 60,564 $6.9M
Quadrature Capital Ltd 0.06% Add +148.4% 58,613 $6.7M
WCG Wealth Advisors LLC 0.16% Reduce -15.7% 58,459 $6.7M
NewEdge Wealth, LLC 0.07% Add +1.1% 58,253 $6.7M
Fortis Capital Management LLC 0.74% Reduce -10.1% 57,742 $6.6M
Diversify Advisory Services, LLC 0.11% Add +569.0% 51,757 $6.6M
Diversify Wealth Management, LLC 0.11% Add +1.9% 51,757 $6.6M
Benjamin Edwards Inc. 0.06% Add +20.4% 57,425 $6.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -20.6% 57,053 $6.5M
Dnca Finance 0.32% Add +2.7% 56,500 $6.5M
Weaver Capital Management LLC 1.42% No change 54,246 $6.4M
HUB Investment Partners, LLC 0.12% Add +5.3% 56,203 $6.4M
Callan Family Office, LLC 0.12% Reduce -17.3% 55,278 $6.3M
Franklin Street Advisors Inc. 0.35% Reduce -62.8% 55,255 $6.3M
Sona Asset Management (us) LLC 0.31% New 55,000 $6.3M
Meadowbrook Wealth Management, LLC 6.76% Reduce -0.8% 54,614 $6.2M
Readystate Asset Management LP 0.41% Reduce -54.9% 54,295 $6.2M
NewGen Asset Management Ltd 3.36% New 53,700 $6.1M
Americana Partners, LLC 0.14% Reduce -26.3% 53,622 $6.1M
Farther Finance Advisors, LLC 0.05% Add +6.6% 53,560 $6.1M
Integrated Wealth Concepts LLC 0.04% Add +14.2% 53,470 $6.1M
Triasima Portfolio Management inc. 0.82% Reduce -65.9% 52,977 $6.1M
12 West Capital Management LP 1.11% No change 52,000 $5.9M
Signaturefd, LLC 0.08% Add +4.3% 51,258 $5.9M
Trexquant Investment LP 0.04% Reduce -38.9% 51,006 $5.8M
Hartline Investment Corp./ 0.51% Reduce -9.8% 50,921 $5.8M
Synergy Financial Group, LTD 4.18% Reduce -3.6% 50,860 $5.8M
Financial Avengers, Inc. 2.39% Add +6.2% 50,510 $5.8M
Orion Investment Co 1.67% Add +0.4% 50,263 $5.7M
Beacon Pointe Advisors, LLC 0.03% Reduce -10.8% 50,200 $5.7M
United Capital Financial Advisors, LLC 0.03% Reduce -15.1% 49,633 $5.7M
Oppenheimer & Co. Inc. 0.06% Reduce -9.1% 49,515 $5.7M
K.J. Harrison & Partners Inc 0.79% Add +471.7% 48,748 $5.6M
Ieq Capital, LLC 0.03% Reduce -11.0% 48,341 $5.5M
Steward Partners Investment Advisory, LLC 0.03% Reduce -1.5% 48,093 $5.5M
Employees Retirement System of Texas 0.05% No change 47,549 $5.4M
Citizens Financial Group Inc. 0.07% Add +31.6% 47,444 $5.4M
Nordea Investment Management AB 0.00% Add +8.9% 47,676 $5.4M
Crestwood Advisors Group, LLC 0.08% Reduce -3.4% 46,910 $5.4M
Fulcrum Asset Management LLP 0.53% New 46,316 $5.3M
SteelPeak Wealth, LLC 0.14% Reduce -63.6% 46,162 $5.3M
Norinchukin Bank, The 0.05% Add +2.5% 46,114 $5.3M
Savant Capital, LLC 0.02% Add +95.8% 44,610 $5.2M
Kestra Private Wealth Services, LLC 0.06% Reduce -7.9% 44,719 $5.1M
Wealthspire Advisors, LLC 0.03% Add +153.7% 44,716 $5.1M
Gateway Investment Advisers LLC 0.05% Add +0.8% 44,296 $5.1M
Ameritas Investment Partners, Inc. 0.13% Reduce -0.2% 44,230 $5.1M
Flagship Harbor Advisors, LLC 0.19% Add +0.0% 44,150 $5.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -44.6% 43,433 $5.0M
CSM Advisors, LLC 0.11% Add +5.5% 43,440 $5.0M
Concurrent Investment Advisors, LLC 0.04% Add +51.7% 43,078 $4.9M
Marex Group Ltd 0.04% Add +295.6% 43,071 $4.9M
Arthur M. Cohen & Associates, LLC 0.77% Reduce -2.0% 43,003 $4.9M
E Fund Management Co., Ltd. 0.11% Add +9.4% 42,733 $4.9M
AdvisorNet Financial, Inc 0.22% Add +4.1% 42,646 $4.9M
Saba Capital Management, L.P. 0.15% Reduce -39.7% 42,586 $4.9M
Kovack Advisors, Inc. 0.23% Reduce -20.6% 41,570 $4.8M
Arax Advisory Partners 0.03% Add +740.0% 40,952 $4.7M
Sepio Capital, LP 0.23% Reduce -6.7% 40,855 $4.7M
Dunhill Financial, LLC 0.95% No change 40,619 $4.6M
Laird Norton Wetherby Trust Company, LLC 0.09% Add +1.6% 40,282 $4.6M
Robeco Institutional Asset Management B.V. 0.01% Reduce -12.4% 40,000 $4.6M
PKO Investment Management Joint-Stock Co 0.33% No change 40,000 $4.6M
Carlson Financial, Inc. 2.31% Add +1.4% 39,730 $4.5M
China Universal Asset Management Co., Ltd. 0.27% Reduce -29.3% 39,722 $4.5M
Bailard, Inc. 0.09% Reduce -8.9% 39,529 $4.5M
Next Century Growth Investors LLC 0.24% Add +61.5% 39,505 $4.5M
Tower Research Capital LLC (TRC) 0.11% Reduce -62.6% 39,471 $4.5M
Westside Investment Management, Inc. 0.59% Add +0.5% 39,175 $4.5M
Macquarie Group Ltd. 0.02% New 39,000 $4.5M
Meridian Wealth Management, LLC 0.14% Reduce -68.7% 38,767 $4.4M
Pittenger & Anderson Inc. 0.16% Reduce -0.3% 38,565 $4.4M
Park Avenue Securities LLC 0.03% Add +11.3% 38,319 $4.4M
Royal Fund Management, LLC 0.36% Add +504.3% 38,226 $4.4M
Prospera Financial Services Inc 0.06% Add +29.9% 38,040 $4.3M
Assenagon Asset Management S.A. 0.01% Reduce -3.3% 37,879 $4.3M
Fifth Third Bancorp 0.01% Add +1.3% 37,848 $4.3M
J.W. Cole Advisors, Inc. 0.07% Add +4.7% 37,701 $4.3M
Torrey Growth & Income Advisors 1.44% Reduce -37.4% 37,093 $4.2M
Osmosis Investment Management UK Ltd 0.20% Reduce -49.3% 37,089 $4.2M
Sciencast Management LP 0.88% Reduce -30.5% 37,100 $4.2M
Gardner Lewis Asset Management L P 0.94% Add +4.3% 36,792 $4.2M
Global Wealth Management Investment Advisory, Inc. 0.60% Add +8.5% 36,628 $4.2M
Castlefield Investment Partners LLP 2.84% Add +2.1% 36,525 $4.2M
SummitTX Capital, L.P. 0.11% Add +136.8% 36,491 $4.2M
Three Seasons Wealth, LLC 0.37% Add +95.0% 36,051 $4.1M
Stephens Inc. 0.05% Reduce -10.5% 35,760 $4.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -19.0% 35,483 $4.1M
Independent Solutions Wealth Management, LLC 0.52% Reduce -0.6% 35,063 $4.0M
Alight Capital Management LP 0.65% New 35,000 $4.0M
Black Swift Group, LLC 0.58% Reduce -46.9% 34,865 $4.0M
TTRF Capital Ltd 2.62% — 34,804 $4.0M
RFG Advisory, LLC 0.06% Add +31.2% 33,711 $3.8M
Portside Wealth Group, LLC 0.45% Reduce -8.4% 33,646 $3.8M
Worldquant Millennium Advisors LLC 0.01% Add +29.1% 33,417 $3.8M
Resolute Wealth Strategies, LLC 1.46% Add +5.7% 33,005 $3.8M
Choreo, LLC 0.04% Reduce -28.3% 32,836 $3.7M
Azzad Asset Management Inc. 0.33% Add +3.9% 32,760 $3.7M
Cohen Capital Management, Inc. 0.51% Add +43.8% 32,677 $3.7M
Ardsley Advisory Partners LP 0.40% New 32,500 $3.7M
Vise Technologies, Inc. 0.04% Reduce -5.9% 32,401 $3.7M
SBI Securities Co., Ltd. 0.08% Reduce -5.1% 32,376 $3.7M
FORA Capital, LLC 0.25% New 32,209 $3.7M
Empowered Funds, LLC 0.02% Reduce -5.0% 32,198 $3.7M
Logan Capital Management Inc. 0.13% — 31,030 $3.5M
Wealthfront Advisers LLC 0.01% Add +0.8% 30,649 $3.5M
Alerus Financial NA 0.15% Reduce -22.1% 30,585 $3.5M
Intellectus Partners, LLC 0.60% Add +22.6% 30,407 $3.5M
CMT Capital Markets Trading GmbH 1.80% Add +1628.7% 30,080 $3.4M
Envestnet Portfolio Solutions, Inc. 0.02% Add +2.8% 29,858 $3.4M
Clear Harbor Asset Management, LLC 0.21% Add +29.1% 29,552 $3.4M
Ascent Wealth Partners, LLC 0.33% Add +40.0% 28,996 $3.3M
Quadrant Capital Group LLC 0.09% Reduce -11.3% 28,926 $3.3M
Transamerica Financial Advisors, LLC 0.28% Reduce -8.4% 28,734 $3.3M
Compound Planning, Inc. 0.09% Reduce -11.3% 28,597 $3.3M
ING Groep NV 0.02% Reduce -12.9% 28,481 $3.3M
GC Wealth Management RIA, LLC 0.18% Reduce -12.8% 27,934 $3.2M
Summit Financial, LLC 0.03% Add +4.0% 27,874 $3.2M
MAI Capital Management 0.01% Add +82.6% 27,815 $3.2M
Palidye Holdings (Caymans) Ltd 0.57% Add +17.4% 27,794 $3.2M
Boyd Watterson Asset Management LLC 0.86% Reduce -0.3% 27,753 $3.2M
Ritholtz Wealth Management 0.05% Reduce -15.0% 27,714 $3.2M
Bleakley Financial Group, LLC 0.04% Add +3.5% 27,669 $3.2M
Dockside LLC 0.74% — 27,649 $3.2M
B & T Capital Management DBA Alpha Capital Management 0.41% Add +1.1% 27,429 $3.1M
Crossmark Global Holdings, Inc. 0.04% Reduce -7.9% 27,361 $3.1M
Stratos Wealth Partners, LTD. 0.03% Add +4.4% 27,143 $3.1M
Hantz Financial Services, Inc. 0.04% Reduce -25.5% 26,839 $3.1M
Kingsview Wealth Management, LLC 0.04% Reduce -7.1% 26,821 $3.1M
Mutual Advisors, LLC 0.06% Add +10.9% 26,763 $3.1M
Plato Investment Management Ltd 0.17% Add +41.9% 26,533 $3.0M
Legal Advantage Investments, Inc. 1.06% Add +0.2% 26,360 $3.0M
Biondo Investment Advisors, LLC 0.37% Reduce -1.6% 26,164 $3.0M
Sterling Investment Advisors, Ltd. 0.50% Reduce -6.5% 26,017 $3.0M
Asset One Wealth Management LLC 0.31% Reduce -3.4% 23,991 $3.0M
Spire Wealth Management 0.09% Add +1.3% 25,749 $2.9M
Capula Management Ltd 0.01% Reduce -24.7% 25,745 $2.9M
Tenere Capital LLC 2.33% Reduce -37.3% 25,691 $2.9M
Prasad Wealth Partners, LLC 0.70% Add +1.1% 25,531 $2.9M
Milestone Asset Management, LLC 0.46% New 25,514 $2.9M
ASR Vermogensbeheer N.V. 0.03% Reduce -8.1% 25,139 $2.9M
CreativeOne Wealth, LLC 0.06% Add +39.4% 24,795 $2.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.08% Reduce -9.0% 24,753 $2.8M
International Assets Investment Management, LLC 0.17% Add +23.8% 23,151 $2.8M
Jeppson Wealth Management, LLC 0.83% Add +0.2% 24,586 $2.8M
Mgo One Seven LLC 0.05% Add +86.8% 24,559 $2.8M
Principal Securities, Inc. 0.03% Reduce -1.3% 24,442 $2.8M
Certuity, LLC 0.14% Reduce -1.3% 23,975 $2.8M
Montrusco Bolton Investments Inc. 0.04% Reduce -10.4% 23,843 $2.7M
Keybank National Association 0.01% Reduce -2.3% 23,805 $2.7M
Waverly Advisors, LLC 0.02% Add +68.3% 23,448 $2.7M
Parallel Advisors, LLC 0.04% Reduce -9.1% 23,428 $2.7M
Clean Yield Group 0.66% Add +6453.1% 23,329 $2.7M
Mission Wealth Management, LP 0.03% Add +60.7% 23,152 $2.6M
Fisher Asset Management 0.00% Add +12.2% 23,012 $2.6M
Metis Global Partners, LLC 0.06% Reduce -44.3% 22,920 $2.6M
NFSG Corp 0.32% Add +130.6% 22,949 $2.6M
Investment Insight Wealth Management, LLC 2.27% Add +1.1% 22,915 $2.6M
Financial Perspectives, Inc 0.63% Add +20.3% 22,676 $2.6M
Sterling Capital Management LLC 0.04% Reduce -10.0% 22,632 $2.6M
EP Wealth Advisors, LLC 0.01% Add +5.8% 22,489 $2.6M
Fairfield, Bush & Co. 1.26% Add +8.4% 22,483 $2.6M
Titan Investment Solutions Ltd 0.29% New 15,772 $2.6M
Sigma Planning Corp 0.06% Add +11.4% 22,321 $2.5M
Brighton Jones LLC 0.05% Add +43.6% 22,263 $2.5M
Cigna Investments Inc. 0.33% Add +1.7% 22,197 $2.5M
United Advisor Group, LLC 0.27% Add +3.1% 22,138 $2.5M
Lanark Financial, Inc. 0.17% Add +34.8% 22,073 $2.5M
World Investment Advisors 0.04% Reduce -9.1% 20,983 $2.5M
Sequoia Financial Advisors, LLC 0.01% Reduce -29.2% 21,652 $2.5M
Independent Financial Group, LLC 0.05% Add +9.7% 21,385 $2.4M
Horizon Investments, LLC 0.03% Add +32.7% 21,199 $2.4M
Caprock Group, LLC 0.05% Add +14.7% 21,198 $2.4M
Resolute Advisors LLC 0.58% No change 21,165 $2.4M
Commerzbank Aktiengesellschaft 0.05% Add +0.4% 21,104 $2.4M
LMR Partners LLP 0.02% No change 21,042 $2.4M
Focus Financial Network, Inc. 0.07% Reduce -6.0% 20,865 $2.4M
Central Pacific Bank - Trust Division 0.25% Add +11.9% 20,766 $2.4M
Grove Bank & Trust 0.23% Reduce -3.1% 20,730 $2.4M
Integrity Alliance, Llc. 0.07% Add +2.4% 20,606 $2.4M
Intercapital, LLC 1.03% Add +10.8% 20,595 $2.4M
Atala Financial Inc 1.43% Add +1.8% 20,580 $2.3M
Codex Capital Asset Management L.L.C. 0.81% Reduce -16.3% 20,500 $2.3M
Alps Advisors Inc. 0.01% Add +0.2% 20,445 $2.3M
Institute for Wealth Management, LLC. 0.21% Add +46.1% 20,436 $2.3M
J. Safra Sarasin Holding AG 0.03% Add +257.7% 20,115 $2.3M
RiverPark Advisors, LLC 1.15% Add +11.5% 20,306 $2.3M
Weinberger Asset Management, Inc 0.74% No change 19,665 $2.3M
ICICI Prudential Asset Management Co Ltd 0.25% Reduce -0.7% 20,168 $2.3M
Watershed Asset Management, L.L.C. 2.05% New 20,100 $2.3M
Snowden Capital Advisors LLC 0.05% Reduce -32.7% 20,017 $2.3M
Valeo Financial Advisors, LLC 0.05% Add +3.1% 19,821 $2.3M
Insigneo Advisory Services, LLC 0.08% Reduce -5.1% 19,670 $2.2M
MSA Advisors, LLC 0.57% No change 19,500 $2.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.11% No change 19,373 $2.2M
Campbell Capital Management Inc. 0.79% New 19,350 $2.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Add +387.2% 19,347 $2.2M
Ethic Inc. 0.03% Add +55.4% 19,004 $2.2M
Compass Wealth Management LLC 0.41% New 18,982 $2.2M
Genus Capital Management Inc. 0.21% Reduce -36.5% 18,867 $2.2M
Norris Financial Group, LLC 0.86% Add +41.2% 18,871 $2.2M
Independent Advisor Alliance 0.05% Add +4.6% 18,860 $2.2M
Verdence Capital Advisors LLC 0.11% Reduce -10.3% 18,751 $2.1M
Elevation Point Wealth Partners, LLC 0.04% Reduce -12.4% 18,414 $2.1M
111 Capital 0.36% Add +69.9% 18,327 $2.1M
BetterWealth, LLC 0.37% No change 18,317 $2.1M
Douglass Winthrop Advisors, LLC 0.04% Reduce -2.2% 18,295 $2.1M
CAP Partners, LLC 1.02% Reduce -2.6% 18,175 $2.1M
WealthCare Asset Management, LLC 0.86% New 18,044 $2.1M
Erste Asset Management GmbH 0.02% Reduce -84.8% 17,810 $2.0M
Baer Investment Advisory LLC 2.45% Reduce -4.2% 16,629 $2.0M
Allworth Financial LP 0.01% Reduce -16.1% 17,693 $2.0M
Wedbush Securities Inc. 0.05% Reduce -7.9% 17,554 $2.0M
Walter Public Investments Inc. 0.48% New 17,534 $2.0M
SWS Partners 0.43% Add +2.6% 17,511 $2.0M
Havemeyer Place LP 0.20% Add +167.2% 17,500 $2.0M
Gables Capital Management Inc. 0.72% Add +20.2% 17,475 $2.0M
Rare Wolf Capital LLC 1.28% Reduce -5.5% 17,466 $2.0M
Cypress Wealth Services, LLC 0.24% Reduce -4.7% 17,217 $2.0M
Landscape Capital Management, L.L.C. 0.13% New 17,161 $2.0M
Global Retirement Partners, LLC 0.03% — 17,150 $2.0M
Putney Financial Group LLC 1.75% Add +0.8% 17,054 $1.9M
Montag A & Associates Inc. 0.08% Reduce -0.4% 17,004 $1.9M
Gotham Asset Management 0.00% Reduce -0.1% 16,999 $1.9M
Nilsine Partners, LLC 0.13% Reduce -0.1% 16,959 $1.9M
Avestar Capital, LLC 0.11% Reduce -1.7% 16,923 $1.9M
Circle Wealth Management, LLC 0.02% Reduce -17.0% 16,897 $1.9M
TD Private Client Wealth LLC 0.03% Add +9.1% 16,441 $1.9M
Moran Wealth Management, LLC 0.05% Add +163.3% 16,266 $1.9M
Venturi Wealth Management, LLC 0.07% Reduce -19.1% 16,215 $1.9M
NorthCoast Asset Management LLC 0.04% Reduce -1.9% 16,154 $1.8M
Savvy Advisors, Inc. 0.04% Add +34.6% 16,071 $1.8M
Uhlmann Price Securities, LLC 0.07% Reduce -0.0% 15,998 $1.8M
OneDigital Investment Advisors LLC 0.02% Add +33.8% 15,988 $1.8M
Level Four Advisory Services, LLC 0.05% Add +0.4% 15,881 $1.8M
Procyon Advisors, LLC 0.08% Reduce -3.2% 15,640 $1.8M
Twin Tree Management, LP 0.28% Add +38.6% 15,630 $1.8M
Midwest Professional Planners, LTD. 0.35% Add +7.0% 15,606 $1.8M
Exit Wealth Advisors, LLC. 0.81% Add +760.9% 15,497 $1.8M
Two Sigma Securities, LLC 0.15% Reduce -32.2% 15,486 $1.8M
Ascentis Wealth Management, LLC 0.30% Reduce -18.8% 15,445 $1.8M
Larson Financial Group LLC 0.05% Add +160.2% 15,432 $1.8M
Malaga Cove Capital, LLC 0.56% Reduce -4.2% 15,354 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Add +52.8% 15,258 $1.7M
Capital Advisors Inc. 0.03% Reduce -3.6% 15,217 $1.7M
SCS Capital Management LLC 0.02% Add +19.4% 15,201 $1.7M
Harrell Investment Partners, LLC 0.37% Add +3.3% 15,121 $1.7M
Chicago Partners Investment Group LLC 0.03% Reduce -9.1% 15,276 $1.7M
Ted Buchan & Co 0.55% Add +2.6% 14,845 $1.7M
Clearstead Advisors, LLC 0.02% Reduce -20.4% 14,717 $1.7M
DB&C Advisors, LLC 1.81% Reduce -2.3% 14,666 $1.7M
Arkfeld Wealth Strategies, L.L.C. 0.50% Reduce -0.2% 13,865 $1.7M
Fideuram Asset Management (Ireland) dac 0.03% Add +19.2% 10,825 $1.7M
Colorado Capital Management, Inc. 0.57% Reduce -7.6% 14,550 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -4.6% 14,547 $1.7M
Claret Asset Management Corp 0.18% Add +167.6% 14,466 $1.7M
Bank of New Hampshire 0.34% Add +10.3% 14,475 $1.7M
One Wealth Capital Management, LLC 0.47% Add +111.2% 14,404 $1.6M
Monetta Financial Services Inc. 1.11% Add +29.7% 14,400 $1.6M
Simmons Bank 0.09% Add +377.3% 14,372 $1.6M
Annis Gardner Whiting Capital Advisors, LLC 0.25% Reduce -1.4% 14,349 $1.6M
Caption Management, LLC 0.06% New 14,300 $1.6M
Empower Advisory Group, LLC 0.00% Reduce -0.9% 14,068 $1.6M
Midway Capital Research & Management 1.27% Add +17.2% 13,943 $1.6M
Foundations Investment Advisors, LLC 0.02% Add +49.0% 13,858 $1.6M
Truvestments Capital LLC 0.23% Add +4.8% 13,757 $1.6M
Kirtland Hills Capital Management, LLC 0.45% Reduce -2.3% 13,725 $1.6M
Natural Investments, LLC 0.34% Reduce -14.6% 13,600 $1.6M
Great Valley Advisor Group, Inc. 0.02% Reduce -2.1% 13,542 $1.5M
Aptus Capital Advisors, LLC 0.01% Add +3.8% 13,515 $1.5M
Icon Wealth Advisors, LLC 0.09% Reduce -40.1% 13,475 $1.5M
Corrado Advisors, LLC 0.70% No change 13,400 $1.5M
Nvwm, LLC 0.31% Add +12.8% 13,356 $1.5M
IKE Capital, LLC 0.80% Reduce -10.5% 13,276 $1.5M
Abbot Financial Management, Inc. 0.56% Add +6.1% 13,254 $1.5M
Watershed Private Wealth LLC 0.42% No change 13,130 $1.5M
Arkadios Wealth Advisors 0.02% Reduce -6.1% 13,028 $1.5M
Pine Valley Investments Ltd Liability Co 0.06% Add +0.1% 12,977 $1.5M
Ancora Advisors LLC 0.03% Reduce -2.2% 12,757 $1.5M
Wolff Wiese Magana LLC 0.67% Add +138.4% 12,715 $1.5M
Quantbot Technologies LP 0.06% Add +7.4% 12,610 $1.4M
Wellington Shields & Co., LLC 0.32% Reduce -12.8% 12,600 $1.4M
Intrinsic Value Partners, LLC 0.98% Add +4.4% 12,544 $1.4M
Signal Advisors Wealth, LLC 0.07% Reduce -0.6% 12,529 $1.4M
Avior Wealth Management, LLC 0.04% Reduce -9.1% 12,476 $1.4M
Evergreen Capital Management LLC 0.02% Reduce -10.0% 12,415 $1.4M
Roundview Capital LLC 0.08% Add +12.1% 12,399 $1.4M
Oder Investment Management, LLC 0.94% Add +1.2% 12,311 $1.4M
Kurv Investment Management LLC 1.08% Add +15.2% 12,300 $1.4M
Pure Financial Advisors, LLC 0.02% Add +146.4% 12,248 $1.4M
Parnassus Investments, LLC 0.00% Add +4.1% 12,157 $1.4M
Highland Capital Management, LLC 0.06% Reduce -21.1% 12,090 $1.4M
Simplicity Wealth,LLC 0.05% Reduce -26.0% 12,003 $1.4M
Perennial Investment Advisors, LLC 0.09% Add +3.2% 11,987 $1.4M
Acorn Financial Advisory Services Inc. 0.18% Reduce -42.4% 11,823 $1.3M
Stableford Capital II LLC 0.47% Reduce -0.4% 11,814 $1.3M
VestGen Advisors, LLC 0.04% Add +0.9% 11,804 $1.3M
Kopp Family Office, LLC 0.83% New 11,803 $1.3M
Permanens Capital L.P. 0.14% Add +17.1% 11,748 $1.3M
Ossiam 0.02% Reduce -94.9% 11,677 $1.3M
Cambria Investment Management, L.P. 0.07% Add +92.4% 11,658 $1.3M
Coldstream Capital Management Inc. 0.02% Reduce -10.1% 11,638 $1.3M
Advisory Resource Group 0.20% Add +21.4% 11,619 $1.3M
Conway Capital Management, Inc. 0.58% Reduce -8.2% 11,500 $1.3M
DAVENPORT & Co LLC 0.01% Reduce -3.5% 11,492 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +38.9% 11,434 $1.3M
Anchor Investment Management, LLC 0.10% Add +33.6% 11,432 $1.3M
Sowell Financial Services LLC 0.04% Reduce -12.1% 11,424 $1.3M
Hobart Private Capital, LLC 0.22% Add +109.8% 11,384 $1.3M
Cornerstone Wealth Management, LLC 0.06% Add +2.3% 11,323 $1.3M
Legacy Financial Advisors, Inc. 0.16% Reduce -0.8% 11,309 $1.3M
Sumitomo Life Insurance Co. 0.02% Reduce -5.5% 11,246 $1.3M
Earned Wealth Advisors, LLC 0.08% Reduce -4.1% 11,241 $1.3M
PenderFund Capital Management Ltd. 0.58% Reduce -12.5% 11,200 $1.3M
Element Pointe Advisors, LLC 0.21% Add +44.1% 11,220 $1.3M
Means Investment Co., Inc. 0.10% Reduce -12.2% 11,217 $1.3M
Doliver Advisors, LP 0.29% Add +13.3% 11,158 $1.3M
WD Rutherford LLC 0.46% Reduce -41.4% 11,141 $1.3M
Headlands Technologies LLC 0.13% Reduce -81.3% 11,043 $1.3M
Cypress Capital, LLC 0.34% Add +0.0% 11,041 $1.3M
Strong Retirement Solutions LLC 0.75% Reduce -3.5% 11,025 $1.3M
OpenArc Corporate Advisory, LLC 0.01% Reduce -6.9% 11,015 $1.3M
Armistice Capital, LLC 0.03% New 10,971 $1.3M
Guardian Partners Inc. 0.11% Reduce -0.8% 10,945 $1.3M
Knollwood Investment Advisory, LLC 0.11% No change 10,930 $1.2M
Axxcess Wealth Management, LLC 0.02% Add +4.7% 10,930 $1.2M
Investment Research & Advisory Group, Inc. 0.38% Reduce -0.1% 10,823 $1.2M
Mackenzie Financial Corp. 0.00% Reduce -3.9% 9,558,174 $1.2M
Harbour Investments, Inc. 0.02% Reduce -3.9% 10,780 $1.2M
Gilbert & Cook, Inc. 0.14% Add +33.9% 10,774 $1.2M
Huntleigh Advisors, Inc. 0.17% Reduce -25.1% 10,725 $1.2M
Frank, Rimerman Advisors LLC 0.07% Add +21.7% 10,661 $1.2M
Cornerstone Enterprises, LLC 0.56% Add +5.7% 10,660 $1.2M
IHT Wealth Management, LLC 0.03% Reduce -6.6% 10,636 $1.2M
Pembroke Management, LTD 0.16% Reduce -3.2% 10,584 $1.2M
Valmark Advisers, Inc. 0.01% Add +30.2% 10,547 $1.2M
Northbridge Financial Group, LLC 0.46% Add +10.6% 10,538 $1.2M
Genesis Financial Group, LLC 0.78% Reduce -2.8% 10,500 $1.2M
Flputnam Investment Management Co. 0.01% Add +167.9% 10,482 $1.2M
Bluebird Wealth Management LLC 1.04% Reduce -4.3% 10,469 $1.2M
Quadcap Wealth Management, LLC 0.12% Reduce -1.7% 10,382 $1.2M
X-Square Capital, LLC 0.30% Add +2.1% 10,357 $1.2M
Interchange Capital Partners, LLC 0.22% Reduce -14.7% 10,357 $1.2M
YANKCOM Partnership 0.42% Add +0.1% 10,302 $1.2M
American Alpha Advisors, LLC 0.70% No change 10,300 $1.2M
State of Wyoming 0.12% Reduce -21.5% 10,253 $1.2M
Schorn Wealth LLC 0.31% Add +4.5% 10,227 $1.2M
Leonteq Securities AG 0.07% Reduce -61.0% 9,692 $1.2M
Titleist Asset Management, LLC 0.08% Reduce -8.6% 10,122 $1.2M
Baker Tilly Wealth Management, LLC 0.25% Reduce -6.2% 10,106 $1.2M
Kingswood Wealth Advisors, LLC 0.05% Reduce -11.1% 10,098 $1.2M
Cooper Financial Group 0.10% Add +81.1% 10,042 $1.1M
Persistent Asset Partners Ltd 0.36% New 10,000 $1.1M
Triton Financial Group Inc 0.65% New 9,851 $1.1M
Manchester Capital Management LLC 0.14% Reduce -0.1% 9,737 $1.1M
Kohmann Bosshard Financial Services, LLC 0.09% Add +0.8% 9,731 $1.1M
Journey Retirement Planning & Investment Management LLC 0.87% Reduce -10.9% 9,725 $1.1M
Cherry Creek Investment Advisors, Inc. 0.43% Add +9.0% 9,667 $1.1M
Coastline Trust Co 0.10% Reduce -10.0% 9,665 $1.1M
Transcend Capital Advisors, LLC 0.07% Add +16.5% 9,631 $1.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Add +401.0% 9,404 $1.1M
LBMC Investment Advisors, LLC 0.06% Add +7.5% 9,618 $1.1M
Wealth Management Partners, LLC 0.26% Reduce -5.9% 9,585 $1.1M
GTS Securities LLC 0.02% Add +73.4% 9,569 $1.1M
PDS Planning, Inc 0.06% Add +1.7% 9,535 $1.1M
Personal Cfo Solutions, LLC 0.16% Reduce -46.6% 9,476 $1.1M
Z3 Capital Partners, LLC 0.23% No change 9,475 $1.1M
Clare Market Investments LLC 0.19% Reduce -17.4% 9,350 $1.1M
Pinnacle Associates Ltd. 0.01% Reduce -15.8% 9,341 $1.1M
Prana Capital Management, LP 0.03% New 9,304 $1.1M
Qtron Investments LLC 0.14% Reduce -13.9% 9,231 $1.1M
Bridgewater Advisors Inc. 0.06% Reduce -0.5% 9,015 $1.1M
Ballentine Partners, LLC 0.01% Reduce -0.1% 9,197 $1.1M
Cache Advisors, LLC 0.09% No change 9,193 $1.0M
Walleye Trading LLC 0.01% Add +104.6% 9,174 $1.0M
Sax Wealth Advisors, LLC 0.04% Add +28.2% 8,799 $1.0M
Tempo Wealth, LLC 0.15% Add +2.6% 9,141 $1.0M
RiverFront Investment Group, LLC 0.01% Add +16.7% 9,114 $1.0M
Grant Private Wealth Management Inc 0.43% Reduce -15.5% 8,974 $1.0M
Brown, Lisle/Cummings, Inc. 0.23% Reduce -3.7% 8,949 $1.0M
Baldwin Investment Management, LLC 0.10% Add +5.9% 8,923 $1.0M
Moneta Group Investment Advisors LLC 0.01% Add +1.9% 8,920 $1.0M
Kennedy Investment Group, Inc. 0.34% Add +4.7% 8,869 $1.0M
Kornitzer Capital Management Inc. 0.02% Add +46.3% 8,821 $1.0M
BLB&B Advisors, LLC 0.04% Reduce -6.2% 8,815 $1.0M
Confluence Investment Management LLC 0.02% Reduce -5.2% 8,814 $1.0M
DMC Group, LLC 0.69% Reduce -10.7% 8,811 $1.0M
Science & Technology Partners, L.P. 0.17% New 8,780 $1.0M
IFP Advisors, Inc 0.02% Add +20.5% 8,789 $1.0M
Warner Group LLC 0.25% Add +103.5% 8,769 $1.0M
Harrington Investments, INC 0.48% Add +2.1% 8,762 $1.0M
Evolutionary Tree Capital Management, LLC 1.88% Add +20.6% 8,736 $997K
Verition Fund Management LLC 0.01% Reduce -25.0% 8,710 $995K
First Manhattan Co. Llc. 0.00% No change 8,661 $989K
Crewe Advisors LLC 0.07% Reduce -0.4% 8,571 $979K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.1% 8,544 $976K
Centiva Capital, LP 0.03% Reduce -56.6% 8,485 $969K
Blue Capital, Inc. 0.61% New 8,482 $968K
Congress Park Capital LLC 0.26% Add +40.7% 8,475 $968K
Woodstock Corp. 0.08% No change 8,475 $968K
Zullo Investment Group, Inc. 0.33% Reduce -0.1% 8,434 $963K
Cary Street Partners Financial LLC 0.02% Reduce -82.3% 8,376 $956K
Canvas Wealth Advisors, LLC 0.13% Add +1.1% 8,356 $954K
River Street Advisors LLC 0.28% No change 8,299 $948K
Calamos Wealth Management LLC 0.03% Reduce -2.9% 8,295 $947K
Wellington-Altus USA Inc. 0.67% Add +977.6% 7,953 $946K
Traynor Capital Management, Inc. 0.04% Add +17.0% 8,267 $944K
Indivisible Partners 0.05% Add +1.3% 8,243 $941K
Facet Wealth, Inc. 0.01% Reduce -4.8% 8,225 $939K
Eventide Asset Management, LLC 0.01% Reduce -44.2% 8,207 $937K
Ausdal Financial Partners, Inc. 0.04% Reduce -38.8% 8,186 $935K
Prelude Capital Management, LLC 0.07% Add +32.1% 8,156 $931K
Diversified Trust Co. 0.01% Reduce -22.4% 8,138 $929K
Perigon Wealth Management, LLC 0.01% Reduce -8.0% 8,017 $915K
Jacksonville Wealth Management, LLC 0.52% Reduce -1.1% 8,015 $915K
Evelyn Partners Group Ltd 0.02% — 8,009 $914K
Bienville Capital Management, LLC 0.13% No change 8,000 $913K
Wellington Shields Capital Management, LLC 0.12% Reduce -2.4% 8,000 $913K
Perpetual Ltd 0.01% Reduce -21.0% 7,996 $913K
Horst & Graben Wealth Management LLC 0.12% Reduce -0.9% 7,498 $912K
Dynamic Technology Lab Private Ltd 0.20% New 7,972 $910K
J.Safra Asset Management Corp 0.04% Add +17.5% 7,967 $910K
Kesler, Norman & Wride, LLC 0.14% Reduce -6.1% 7,945 $907K
Total Clarity Wealth Management, Inc. 0.18% Reduce -21.3% 7,944 $907K
Ameritas Advisory Services, LLC 0.02% Add +70.9% 7,940 $907K
Woodward Diversified Capital, LLC 0.40% No change 7,895 $901K
Prosperity Consulting Group, LLC 0.03% Add +11.8% 7,797 $890K
Confluence Wealth Services, Inc. 0.03% Add +1.4% 7,746 $884K
Cabot Wealth Management Inc. 0.09% Reduce -57.3% 7,725 $882K
Roman Butler Fullerton & Co. 0.21% Add +178.1% 7,063 $881K
Marble Wealth, LLC 0.13% Add +0.3% 7,707 $880K
Woodard & Co. Asset Management Group Inc. 0.13% Add +1.1% 7,693 $878K
1776 Wealth LLC 0.31% No change 7,630 $871K
PFG Investments, LLC 0.03% Add +9.9% 7,629 $871K
Mayflower Financial Advisors, LLC 0.07% Reduce -5.8% 7,575 $865K
Alliance Wealth Advisors, LLC 0.16% Reduce -32.8% 7,566 $864K
Summit Trail Advisors, LLC 0.01% Reduce -3.8% 7,563 $864K
Tannin Capital LLC 0.57% Add +2.2% 7,545 $861K
RMR Wealth Builders 0.05% Add +0.3% 7,543 $861K
TFC Financial Management, Inc. 0.10% Reduce -0.8% 7,536 $860K
CWA Asset Management Group, LLC 0.03% Reduce -12.2% 7,536 $860K
Brookstone Capital Management 0.01% Add +50.5% 7,532 $860K
Peapack Gladstone Financial Corp. 0.01% Reduce -25.6% 7,409 $846K
HighPoint Advisor Group LLC 0.03% Reduce -16.0% 7,397 $845K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.28% Add +76.3% 7,394 $844K
Harbour Capital Advisors, LLC 0.15% Add +10.2% 6,885 $844K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -25.8% 7,354 $840K
Moneco Advisors, LLC 0.05% Reduce -7.7% 7,331 $837K
Accredited Investors Inc. 0.04% Reduce -14.1% 7,321 $836K
Everhart Financial Group, Inc. 0.05% Reduce -0.0% 7,313 $835K
Brookwood Investment Group LLC 0.10% New 7,289 $832K
AlphaStar Capital Management, LLC 0.05% Add +31.4% 7,243 $827K
OneAscent Financial Services LLC 0.04% Add +192.5% 7,220 $824K
Sunstone Asset Management, LP 0.89% No change 7,190 $821K
Cardiff Park Advisors, LLC 0.06% Reduce -16.8% 7,188 $821K
Eastern Bank 0.01% Reduce -1.2% 7,170 $819K
Keystone Wealth Services, LLC 0.15% Reduce -0.3% 7,096 $810K
Advisor OS, LLC 0.05% Reduce -10.3% 7,096 $810K
SlateStone Wealth, LLC 0.06% Reduce -3.1% 7,080 $808K
Sagespring Wealth Partners, LLC 0.01% Reduce -17.8% 7,073 $808K
WCM Investment Management, LLC 0.00% Reduce -99.9% 7,049 $805K
QRG Capital Management, Inc. 0.01% Add +54.1% 7,047 $805K
Hennion & Walsh Asset Management, Inc. 0.02% Add +43.9% 7,037 $803K
Fulton Breakefield Broenniman LLC 0.05% Reduce -9.1% 7,035 $803K
BBR Partners, LLC 0.04% No change 7,034 $803K
Integrated Advisors Network LLC 0.04% Reduce -20.5% 7,020 $802K
Empirical Asset Management, LLC 0.18% Add +116.7% 7,017 $801K
Syon Capital LLC 0.03% Reduce -33.6% 6,989 $798K
Atlantic Union Bankshares Corp 0.01% Add +13.8% 6,963 $795K
Banco Santander, S.A. 0.00% Add +36.9% 6,959 $795K
Regatta Capital Group, LLC 0.11% Reduce -3.4% 6,953 $794K
Blueshift Asset Management, LLC 0.18% Add +156.6% 6,949 $793K
Parallax Volatility Advisers, L.P. 0.04% New 6,949 $793K
Clear Creek Financial Management, LLC 0.05% Add +3.9% 6,932 $791K
SLT Holdings LLC 0.50% Add +11.1% 6,906 $789K
180 Wealth Advisors, LLC 0.08% Add +4.5% 6,902 $788K
Inspire Advisors, LLC 0.05% Add +7.9% 6,888 $787K
Focused Wealth Management, Inc 0.07% Add +31.5% 6,888 $786K
Trivant Custom Portfolio Group, LLC 0.42% Add +16.2% 6,884 $786K
Northside Capital Management, LLC 0.06% New 6,842 $781K
World Equity Group, Inc. 0.17% Add +59.8% 6,827 $780K
Wellington Grp LLC 0.21% Add +66.8% 6,821 $779K
Souders Financial Advisors 0.08% Add +4.7% 6,813 $778K
Pitcairn Wealth Advisors LLC 0.09% New 6,807 $777K
Hilltop Holdings Inc. 0.06% Add +8.5% 6,782 $774K
Nadler Financial Group, Inc. 0.06% No change 6,689 $764K
Dynasty Wealth Management, LLC 0.01% Reduce -51.5% 6,679 $763K
71 West Capital Partners 0.03% Add +4.3% 6,640 $758K
Legacy Wealth Asset Management, LLC 0.17% Reduce -0.4% 6,631 $757K
Equity Wealth Partners, LLC 0.27% Add +4.0% 6,615 $755K
Nicolet Bankshares Inc. 0.02% Reduce -11.8% 6,280 $754K
Rialto Wealth Management, LLC 0.15% Add +0.9% 6,599 $753K
TFB Advisors LLC 0.33% Add +4.1% 6,590 $752K
Lake Street Private Wealth, LLC 0.09% Add +21.6% 6,580 $751K
E Fund Management (Hong Kong) Co., Ltd. 0.25% Add +56.4% 6,555 $748K
Fifth Third Wealth Advisors LLC 0.02% Reduce -11.5% 6,521 $745K
PCM Encore, LLC 0.13% Reduce -10.1% 6,506 $743K
Boston Family Office LLC 0.04% Reduce -1.8% 6,501 $742K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -0.3% 6,465 $738K
Brown Brothers Harriman & Co. 0.00% Add +9.1% 6,450 $736K
Dakota Wealth Management 0.01% Reduce -0.4% 6,417 $733K
Canandaigua National Bank & Trust Co. 0.06% — 6,416 $733K
Grandview Asset Management LLC 0.18% Reduce -7.3% 6,402 $731K
Gladstone Institutional Advisory LLC 0.02% Reduce -10.0% 6,398 $731K
Stonebridge Financial Group, LLC 0.10% — 6,397 $730K
Zhang Financial LLC 0.02% Reduce -3.0% 6,371 $727K
TBH Global Asset Management, LLC 0.13% No change 6,361 $726K
Regions Financial Corp. 0.00% Reduce -57.6% 6,349 $725K
Destination Wealth Management 0.02% Reduce -0.8% 6,346 $725K
Composition Wealth, LLC 0.01% Add +4.8% 6,339 $724K
Basecamp Wealth Advisors LLC 0.13% Reduce -0.3% 6,327 $722K
Garner Asset Management Corp 0.23% Reduce -0.8% 6,326 $722K
Abc Arbitrage SA 0.08% New 6,323 $722K
Wilmington Savings Fund Society, FSB 0.02% Add +3.1% 6,321 $722K
NBH Bank 0.30% — 6,317 $721K
Freestone Capital Holdings, LLC 0.02% Add +26.8% 6,315 $721K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -0.5% 6,311 $721K
WMS Group LLC 0.93% Reduce -0.5% 6,303 $720K
Viawealth, LLC 0.36% No change 6,282 $717K
Three Magnolias Financial Advisors, LLC 0.40% Reduce -8.8% 6,258 $715K
Lakeridge Wealth Management LLC 0.26% Add +18.3% 6,254 $714K
MCF Advisors LLC 0.03% Add +43.8% 6,224 $711K
Soltis Investment Advisors LLC 0.04% Reduce -1.4% 6,184 $706K
HBK Sorce Advisory LLC 0.01% Add +0.6% 4,888 $705K
Schwartz Investment Counsel Inc. 0.02% No change 6,150 $702K
Pinnacle Wealth Management Advisory Group, LLC 0.04% No change 6,143 $701K
Kercheville Advisors, LLC 0.21% Reduce -10.5% 6,130 $700K
Gen-Wealth Partners Inc 0.19% Add +43.7% 6,114 $698K
DV Trading LLC 0.06% Add +1.3% 6,080 $694K
Nicholas Investment Partners, LP 0.04% Reduce -37.2% 6,077 $694K
Guardian Wealth Advisors, LLC / NC 0.04% Add +11.3% 6,039 $690K
Miller Financial Services LLC 0.56% Add +9.4% 6,031 $689K
Capital Investment Advisory Services, LLC 0.04% Reduce -0.7% 6,022 $688K
Segment Wealth Management, LLC 0.04% Add +1.6% 6,013 $687K
Lantern Wealth Advisors, LLC 0.31% Reduce -11.8% 5,950 $679K
Ascent Group, LLC 0.02% Reduce -6.5% 5,906 $674K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.4% 5,903 $674K
Salvus Wealth Management, LLC 0.38% Reduce -13.0% 5,892 $673K
Sapient Capital LLC 0.01% Add +10.0% 5,863 $669K
Vines Capital Management, LLC 0.54% Reduce -22.3% 5,810 $663K
Westmount Partners, LLC 0.15% Add +9.6% 5,806 $663K
Henshaw Capital LLC 0.02% No change 5,797 $662K
Clay Northam Wealth Management, LLC 0.33% Reduce -6.2% 5,796 $662K
Second Half Financial Partners, LLC 0.27% New 5,761 $658K
MOR Wealth Management, LLC 0.26% No change 5,729 $654K
Essex Financial Services, Inc. 0.03% New 5,676 $648K
NorthRock Partners, LLC 0.01% Add +2.0% 5,673 $648K
AlphaCore Capital LLC 0.01% Reduce -16.5% 5,653 $645K
Investment House LLC 0.03% No change 5,640 $644K
Objectivity Squared, LLC 0.36% Add +14.5% 5,624 $642K
Fiduciary Trust Co 0.01% Reduce -10.3% 5,560 $635K
National Wealth Management Group, LLC 0.20% Add +189.1% 5,551 $634K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -1.3% 5,521 $630K
Breakwater Capital Group 0.08% Reduce -2.7% 5,511 $629K
Johnson Investment Counsel Inc. 0.00% Add +2.0% 5,499 $628K
Clearwave Capital, LLC 0.34% Add +36.3% 5,448 $622K
JGP Wealth Management, LLC 0.06% Reduce -6.7% 5,423 $619K
Kintra Wealth, LLC 0.03% Add +10.5% 3,903 $619K
Sovran Advisors, LLC 0.05% Add +2.0% 4,740 $618K
Howland Capital Management LLC 0.02% Reduce -0.6% 5,405 $617K
LexAurum Advisors, LLC 0.07% Reduce -1.8% 5,385 $615K
Azimuth Capital Investment Management LLC 0.02% Add +22.3% 5,385 $615K
Winthrop Advisory Group LLC 0.04% Add +2.1% 5,366 $613K
Alan B Lancz & Associates, Inc. 0.53% No change 5,350 $611K
Garrison Point Advisors, LLC 0.25% No change 5,345 $610K
Forefront Wealth Partners, LLC 0.19% Add +7.1% 5,344 $610K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -14.6% 5,324 $608K
Lazari Capital Management, Inc. 0.19% Reduce -1.0% 5,286 $604K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -13.4% 5,269 $602K
Rede Wealth, LLC 0.20% No change 5,262 $601K
Wealthcare Advisory Partners LLC 0.01% Reduce -7.8% 5,244 $599K
Aprio Wealth Management, LLC 0.03% Reduce -6.7% 5,236 $598K
Crawford Investment Counsel Inc. 0.01% Add +0.0% 5,201 $594K
Guardian Asset Advisors, LLC 0.27% Reduce -5.4% 5,157 $589K
Argent Trust Co 0.02% Reduce -1.2% 5,129 $586K
Pinebridge Investments LLC 0.00% Reduce -77.7% 3,889 $585K
PFG Advisors 0.03% Reduce -15.3% 5,123 $585K
Gsa Capital Partners LLP 0.04% Reduce -73.1% 5,100 $582K
UMB Bank, n.a. 0.01% Reduce -7.2% 5,091 $581K
AA Financial Advisors, LLC 0.07% Add +0.9% 5,081 $580K
Van Diest Capital, LLC 0.52% Add +101.8% 5,074 $579K
WMG Financial Advisors, LLC 0.22% Reduce -33.3% 5,068 $579K
Legacy Advisory Services, LLC 0.41% No change 5,063 $578K
Granite Bay Wealth Management, LLC 0.05% Reduce -0.1% 5,063 $578K
Firethorn Wealth Partners, LLC 0.19% Add +32.8% 5,060 $578K
Seelaus Asset Management LLC 0.41% New 5,050 $577K
Cardinal Point Capital Management ULC 0.03% New 5,023 $574K
First Command Advisory Services, Inc. 0.00% No change 5,008 $572K
Pinnacle Financial Partners, Inc. 0.00% Reduce -9.2% 5,004 $571K
LVW Advisors, LLC 0.05% Reduce -13.9% 4,994 $570K
Boreal Capital Management LLC 0.49% Add +31.4% 4,993 $570K
Blue Trust, Inc. 0.01% Reduce -6.4% 4,975 $568K
Rubicon Advisors, GP 0.41% Reduce -4.8% 4,971 $568K
Pachira Investments Inc. 0.21% Reduce -13.0% 4,958 $566K
Investors Asset Management of Georgia Inc. /Ga/ 0.20% Reduce -0.8% 4,944 $565K
BridgePort Financial Solutions, LLC 0.14% New 4,930 $563K
Triumph Capital Management 0.10% Reduce -16.3% 4,924 $562K
Focus Partners Advisor Solutions, LLC 0.00% Add +18.1% 4,905 $560K
KRS Capital Management, LLC 0.26% Add +2.3% 4,885 $558K
Stonehaven Wealth & Tax Solutions, LLC 0.45% Add +60.7% 4,878 $557K
Precedent Wealth Partners, LLC 0.09% Reduce -3.8% 4,868 $556K
Capstone Investment Advisors, LLC 0.01% Reduce -32.9% 4,864 $555K
Curi Capital, LLC 0.01% Add +12.5% 4,821 $550K
Gill Capital Partners, LLC 0.15% Reduce -19.3% 4,816 $550K
Sustainable Insight Capital Management, LLC 0.24% Reduce -53.4% 4,800 $549K
CNB Bank 0.21% Reduce -17.5% 4,727 $540K
MWA Asset Management 0.24% Reduce -29.2% 4,714 $538K
Octavia Wealth Advisors, LLC 0.05% Reduce -8.9% 4,695 $536K
IPG Investment Advisors LLC 0.08% New 4,681 $534K
Westwood Holdings Group Inc. 0.00% Reduce -6.2% 4,673 $534K
Rydar Equities, Inc. 0.30% Add +3.6% 4,286 $533K
Capital CS Group, LLC 0.78% Add +48.8% 4,664 $533K
Nichols & Pratt Advisers LLP 0.03% No change 4,664 $533K
Yarger Wealth Strategies, LLC 0.19% Add +6.3% 4,345 $532K
Beverly Hills Private Wealth, LLC 0.10% Reduce -5.0% 4,663 $532K
EverSource Wealth Advisors, LLC 0.02% Reduce -28.7% 4,659 $532K
Western Wealth Management, LLC 0.02% Reduce -31.0% 4,657 $532K
Naples Global Advisors, LLC 0.03% Reduce -0.7% 4,654 $531K
Kathmere Capital Management, LLC 0.03% Reduce -0.5% 4,652 $531K
Heritage Investors Management Corp. 0.01% No change 4,649 $531K
Stock Yards Bank & Trust Co. 0.02% New 4,645 $530K
BIP Wealth, LLC 0.01% Add +8.3% 4,632 $529K
Seven Mile Advisory 0.35% Add +3.9% 4,629 $529K
Barlow Wealth Partners, LLC 0.06% No change 4,425 $528K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -18.2% 4,552 $520K
Claro Advisors Inc. 0.05% Reduce -10.8% 4,523 $516K
PUREfi Wealth, LLC 0.28% Add +131.2% 4,495 $513K
Cane Capital Partners, LLC 0.21% Add +4.0% 4,495 $513K
Financial Engines Advisors L.L.C. 0.00% Add +130.7% 4,487 $512K
Secure Asset Management, LLC 0.07% Reduce -5.0% 4,486 $512K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -18.5% 4,480 $511K
StoneX Group Inc. 0.02% Add +35.8% 4,397 $507K
Oslo Pensjonsforsikring AS 0.06% Add +57.1% 4,400 $503K
Modern Wealth Management, LLC 0.01% Add +13.9% 4,395 $502K
Stonebridge Financial Group, LLC / MO 0.33% Reduce -0.8% 4,389 $501K
West Family Investments, Inc. 0.14% Add +0.6% 4,378 $500K
Shepherd Street Advisors LLC 0.44% Add +15.4% 4,028 $498K
Prosperity Financial Group, Inc. 0.15% Add +77.2% 4,346 $496K
Corient IA LP 0.45% Reduce -33.9% 4,320 $493K
Redwood Financial Network Corp 0.27% Reduce -2.3% 4,312 $492K
Avanza Fonder AB 0.01% No change 3,033 $492K
Nippon Life Global Investors Americas, Inc. 0.02% Reduce -97.6% 4,300 $491K
Realta Investment Advisors 0.15% Reduce -0.5% 4,271 $488K
FAS Wealth Partners, Inc. 0.03% Reduce -2.3% 4,258 $486K
Solidarity Wealth, LLC 0.08% Add +28.0% 4,257 $486K
Jacobi Capital Management LLC 0.02% Reduce -0.3% 4,241 $484K
Geneos Wealth Management Inc. 0.01% Add +1.1% 4,239 $484K
Greenleaf Trust 0.00% Reduce -25.2% 4,233 $483K
Impact Capital Partners LLC 0.13% Reduce -10.7% 4,212 $481K
Capital Investment Advisors, LLC 0.01% Add +4.2% 4,205 $480K
Pallas Capital Advisors LLC 0.01% Reduce -28.3% 4,203 $480K
Angeles Wealth Management, LLC 0.02% Add +17.1% 4,195 $479K
Van Hulzen Asset Management, LLC 0.03% Add +42.0% 4,190 $478K
Townsquare Capital LLC 0.09% Add +14.0% 4,178 $477K
Abn Amro Investment Solutions 0.00% Add +10.7% 4,175 $477K
Axq Capital, LP 0.05% New 4,164 $475K
Buckhead Capital Management LLC 0.16% No change 4,150 $474K
Ruggiero Investments, Inc. 0.40% Add +3.2% 4,129 $471K
DSM Capital Partners LLC 0.01% Add +24.1% 4,112 $470K
Conservest Capital Advisors, Inc. 0.04% Add +1.6% 4,085 $466K
Essex LLC 0.07% No change 4,085 $466K
Wealth Alliance, LLC 0.04% Reduce -24.1% 4,079 $466K
Xcel Wealth Management, LLC 0.11% Reduce -15.0% 4,052 $463K
Latitude Advisors, LLC 0.18% Add +0.8% 4,051 $463K
Gagnon Securities LLC 0.09% Add +2.3% 4,023 $459K
Keudell/Morrison Wealth Management 0.09% Add +20.9% 4,013 $458K
Castleview Partners, LLC 0.20% Add +1.3% 4,011 $458K
Wedmont Private Capital 0.01% Reduce -23.8% 3,734 $458K
Creative Financial Designs Inc. 0.02% Reduce -12.0% 4,005 $457K
Rwa Wealth Partners, LLC 0.00% Add +1.0% 4,004 $457K
One Wealth Management Investment & Advisory Services, LLC 0.48% Reduce -50.7% 4,001 $457K
M.E. Allison & Co., Inc. 0.26% No change 4,000 $457K
Yousif Capital Management, LLC 0.01% Reduce -68.5% 3,983 $455K
Advyzon Investment Management, LLC 0.03% Reduce -13.0% 3,958 $452K
Cornerstone Planning, LLC 0.10% No change 3,958 $452K
Versant Capital Management, Inc 0.04% Add +4.5% 3,958 $452K
Bright Financial Advisors, Inc. 0.19% Add +0.5% 3,956 $452K
Retirement Planning Group, LLC 0.01% Reduce -2.6% 3,950 $451K
Silvercrest Asset Management Group LLC 0.00% Reduce -9.9% 3,950 $451K
Potomac Fund Management Inc. 0.01% Reduce -12.6% 3,940 $450K
Financial Advisors Network, Inc. 0.06% No change 3,939 $450K
Accurate Wealth Management, LLC 0.04% Reduce -1.0% 3,648 $447K
Family Manage LLC 0.05% Reduce -20.6% 3,907 $446K
CHICAGO TRUST Co NA 0.07% Reduce -11.4% 3,900 $445K
Tucker Asset Management LLC 0.11% New 3,896 $445K
Cassaday & Co Wealth Management LLC 0.01% Reduce -2.6% 3,883 $443K
One Capital Management, LLC 0.01% No change 3,735 $443K
Courier Capital LLC 0.02% No change 3,860 $441K
MLG Wealth Management DBA Pine Grove Financial Group 0.04% Reduce -3.2% 3,833 $438K
Sig Brokerage, LP 0.07% New 3,808 $435K
Choate Investment Advisors 0.01% Add +5.4% 3,788 $433K
Harbor Investment Advisory, LLC 0.03% Add +18.8% 3,787 $432K
Round Rock Advisors LLC 0.06% Reduce -2.6% 3,780 $432K
Ewa, LLC 0.08% Reduce -3.3% 3,768 $430K
Income Insurance Ltd 0.26% No change 3,752 $429K
Avidian Wealth Enterprises, LLC 0.01% Add +5.6% 3,755 $429K
Resonant Capital Advisors, LLC 0.02% Reduce -0.2% 3,739 $427K
Altfest L J & Co. Inc. 0.04% Add +10.7% 3,734 $426K
Benedict Financial Advisors Inc. 0.08% No change 3,730 $426K
Signature Estate & Investment Advisors LLC 0.01% Add +27.1% 3,710 $424K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -7.9% 3,710 $424K
Axim Planning & Wealth 0.60% New 3,702 $423K
Buck Wealth Strategies, LLC 0.04% Add +14.5% 3,702 $423K
Powell Investment Advisors, LLC 0.13% No change 3,695 $422K
Tradition Wealth Management, LLC 0.03% Reduce -2.1% 3,688 $421K
SFE Investment Counsel 0.06% Add +0.6% 3,630 $414K
Valtrion Capital Management, LLC 0.31% Add +26.0% 3,622 $414K
Csenge Advisory Group 0.02% Reduce -0.6% 3,610 $412K
Glenview Trust Co 0.01% Reduce -1.1% 3,606 $412K
Ashford Capital Management Inc. 0.04% Reduce -13.2% 3,600 $411K
SageView Advisory Group, LLC 0.01% Reduce -15.7% 3,598 $411K
Capital Asset Advisory Services LLC 0.01% Reduce -2.4% 3,591 $410K
Great Diamond Partners, LLC 0.07% Reduce -5.5% 3,588 $410K
Bedel Financial Consulting, Inc. 0.04% Add +10.2% 3,580 $409K
Dimension Capital Management LLC 0.05% Add +4.2% 3,560 $407K
Keystone Global Partners, LLC 0.15% No change 3,540 $404K
Private Trust Co. NA 0.03% Reduce -38.4% 3,530 $403K
Somerset Trust Co 0.11% Reduce -2.5% 3,509 $401K
R Squared Ltd 0.21% Add +18.1% 3,499 $400K
FFT Wealth Management LLC 0.06% No change 3,476 $397K
Occidental Asset Management, LLC 0.04% Reduce -8.0% 3,475 $397K
Arbor Wealth Management LLC\AZ 0.35% Add +5.4% 3,472 $396K
Tounjian Advisory Partners, LLC 0.17% New 3,467 $396K
Cravens & Co Advisors, LLC 0.26% Reduce -29.2% 3,437 $392K
Sivia Capital Partners, LLC 0.05% Reduce -34.1% 3,437 $392K
GWN Securities Inc. 0.07% Add +28.1% 3,430 $392K
Ridgewood Investments LLC 0.15% Add +20.2% 3,426 $391K
Forum Financial Management, LP 0.01% Add +10.0% 3,421 $391K
Aventura Private Wealth, LLC 0.12% Reduce -2.4% 3,419 $390K
Trueblood Wealth Management, LLC 0.14% Reduce -3.2% 3,405 $389K
Xcelsior Advisor Partners LLC 0.05% Add +16.2% 3,398 $388K
Checchi Capital Advisers, LLC 0.02% Reduce -4.8% 3,394 $388K
Clarity Wealth Advisors, LLC 0.07% Reduce -4.2% 3,385 $386K
Summit Wealth Group LLC / Co. 0.03% Add +3.8% 3,372 $385K
One Wealth Advisors, LLC 0.04% Reduce -5.4% 3,365 $384K
Goldstein Advisors, LLC 0.04% Add +31.8% 3,361 $384K
Main Street Research LLC 0.02% Add +37.3% 3,345 $382K
Nautilus Advisors LLC 0.22% Add +22.9% 3,087 $378K
First United Bank & Trust 0.11% Reduce -8.1% 3,305 $377K
Global Financial Private Client, LLC 0.10% Add +0.9% 3,303 $377K
Gerald Baker Financial Group LLC 0.11% No change 3,300 $377K
Main Street Financial Solutions, LLC 0.02% Add +10.7% 3,289 $376K
ERn Financial, LLC 0.06% Reduce -0.9% 3,274 $374K
BXM Wealth LLC 0.20% Add +48.6% 3,255 $372K
Acima Private Wealth, LLC 0.11% No change 3,251 $371K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.15% Add +20.4% 3,250 $371K
Livet Wealth, LLC 0.21% Reduce -1.5% 3,239 $370K
Diligent Investors, LLC 0.08% Add +5.6% 3,238 $370K
Piar LLC 0.23% Reduce -38.2% 3,235 $369K
Performance Wealth Partners, LLC 0.01% Add +11.2% 3,221 $368K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -3.7% 3,191 $364K
Nemes Rush Group LLC 0.03% Add +4.8% 3,187 $364K
Platform Technology Partners 0.06% Reduce -10.1% 3,180 $363K
Keystone Financial Group 0.02% Add +16.7% 3,178 $363K
New Insight Wealth Advisors 0.11% Reduce -0.9% 3,169 $362K
Wrapmanager Inc. 0.11% Reduce -17.9% 3,157 $360K
Bridgefront Capital, LLC 0.09% Reduce -52.2% 3,155 $360K
Evolution Wealth Advisors, LLC 0.04% Add +25.1% 3,155 $360K
Arista Wealth Management, LLC 0.04% Reduce -2.3% 3,150 $360K
Balefire, LLC 0.06% Add +0.7% 3,132 $358K
Fort Sheridan Advisors LLC 0.04% No change 3,131 $357K
GeoWealth Management, LLC 0.01% Reduce -17.0% 3,126 $357K
Y.D. More Investments Ltd 0.01% Add +679.3% 3,117 $356K
Power Wealth Management LLC 0.12% Reduce -23.3% 3,111 $355K
Rothschild Wealth LLC 0.03% Add +13.3% 3,099 $354K
Cyndeo Wealth Partners, LLC 0.02% Add +41.8% 3,096 $354K
Eagle Strategies LLC 0.03% Add +0.9% 3,066 $350K
Oxinas Partners, LLC 0.14% Reduce -1.0% 3,064 $350K
Rhumbline Advisers 0.00% Add +15.4% 3,059 $349K
Birch Financial Group, LLC 0.18% Reduce -46.8% 3,056 $349K
Kickstand Ventures, Llc. 0.06% New 3,054 $349K
Quadrant Private Wealth Management, LLC 0.08% Reduce -32.7% 3,027 $346K
Gilliland Jeter Wealth Management LLC 0.09% Reduce -2.6% 3,018 $345K
GAM Holding AG 0.03% Reduce -47.0% 3,000 $343K
Trifecta Capital Advisors, LLC 0.04% Reduce -9.0% 3,002 $343K
Montgomery Investment Management Inc. 0.10% No change 3,000 $343K
Deltec Asset Management LLC 0.05% New 3,000 $343K
Emerald Advisors, LLC 0.04% Add +45.4% 3,000 $343K
First Foundation Advisors 0.01% No change 3,000 $343K
Modera Wealth Management, LLC 0.00% Add +7.2% 2,997 $342K
Smith Salley Wealth Management 0.01% Add +16.0% 2,990 $341K
Rehmann Capital Advisory Group 0.02% Reduce -5.3% 2,988 $341K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -27.8% 2,981 $340K
Raleigh Capital Management Inc. 0.11% Add +56.5% 2,963 $338K
WP Advisors, LLC 0.08% No change 2,938 $335K
CKW Financial Group 0.03% No change 2,737 $333K
Sargent Investment Group, LLC 0.04% Add +14.7% 2,890 $330K
Money Concepts Capital Corp. 0.02% Add +50.9% 2,890 $330K
Spirepoint Private Client, LLC 0.03% Add +27.4% 2,887 $330K
Banque Pictet & Cie SA 0.00% No change 2,878 $329K
Parsons Capital Management Inc. 0.01% Reduce -87.4% 2,875 $328K
Obermeyer Wealth Partners 0.01% Reduce -0.1% 2,875 $328K
Pathway Wealth Management LLC 0.23% No change 2,850 $325K
Burns J W & Co. Inc. 0.03% No change 2,850 $325K
Root Financial Partners, LLC 0.01% Reduce -33.1% 2,845 $325K
Dynamic Advisor Solutions LLC 0.01% Reduce -14.6% 2,839 $324K
Alpha Family Trust 0.13% No change 2,820 $322K
Patron Partners, LLC 0.12% Add +0.3% 2,811 $321K
Robertson Stephens Wealth Management, LLC 0.01% Add +5.9% 2,805 $320K
Dearborn Partners LLC 0.02% Add +31.7% 2,803 $320K
CoreCap Advisors, LLC 0.01% Add +181.6% 2,793 $319K
V2 Financial group LLC 0.12% Add +0.6% 2,783 $318K
Gallagher Capital Advisors, LLC 0.18% Add +32.5% 2,777 $317K
Argos Wealth Advisors, LLC 0.08% Add +62.7% 2,773 $317K
Parr McKnight Wealth Management Group, LLC 0.04% No change 2,762 $315K
Fairman Group, LLC 0.25% No change 2,750 $314K
YHB Investment Advisors, Inc. 0.02% No change 2,734 $312K
RNC Capital Management LLC 0.01% No change 2,730 $312K
Brucke Financial, Inc. 0.14% Add +1.0% 2,720 $311K
Vance Wealth, LLC 0.07% Add +10.2% 2,719 $310K
Annex Advisory Services, LLC 0.01% Add +0.4% 2,708 $309K
Fort Point Capital Partners LLC 0.03% Reduce -2.9% 2,705 $309K
Magnolia Capital Advisors LLC 0.05% Reduce -6.9% 2,700 $308K
Proactive Wealth Strategies LLC 0.05% No change 2,700 $308K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -22.9% 2,700 $308K
GAMCO Investors 0.00% Add +0.8% 2,700 $308K
Keating Financial Advisory Services, Inc. 0.04% Reduce -5.3% 2,697 $308K
Juncture Wealth Strategies, LLC 0.08% Reduce -15.9% 2,695 $308K
GK Wealth Management LLC 0.19% New 2,693 $307K
GatePass Capital, LLC 0.12% Add +0.7% 2,693 $307K
Net Worth Advisory Group 0.08% Reduce -0.3% 2,688 $307K
Financial Planning Hawaii, Inc. 0.16% Reduce -45.4% 2,686 $307K
Moors & Cabot, Inc. 0.01% Reduce -9.4% 2,684 $306K
Wealth Architects, LLC 0.02% Add +0.1% 2,683 $306K
PGIM Custom Harvest LLC 0.00% Reduce -14.3% 2,681 $306K
Manchester Financial Inc. 0.05% Reduce -1.3% 2,678 $306K
Algert Global LLC 0.00% Reduce -18.5% 2,657 $304K
GAMMA Investing LLC 0.01% Add +13.1% 2,657 $303K
Swiss Re Ltd. 0.03% Add +852.5% 2,648 $303K
Kazazian Asset Management, LLC 0.27% No change 2,650 $303K
Riverview Capital Advisers, LLC 0.09% Add +0.8% 2,643 $302K
Toth Financial Advisory Corp. 0.03% Add +0.3% 2,643 $302K
New World Advisors LLC 0.05% Reduce -8.7% 2,635 $301K
Petredis Investment Advisors LLC 0.02% No change 2,625 $300K
Tranquility Partners, LLC 0.10% No change 2,616 $299K
WealthPlan Investment Management, LLC 0.01% Reduce -10.8% 2,615 $299K
Hummer Financial Advisory Services Inc 0.19% No change 2,595 $296K
Visionary Wealth Advisors 0.01% Add +1.5% 2,590 $296K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -1.6% 2,590 $296K
Storgate, LLC 0.06% New 2,582 $295K
Carret Asset Management, LLC 0.03% New 2,575 $294K
Mindset Wealth Management, LLC 0.06% Reduce -13.5% 2,570 $293K
Steinberganna Wealth Management 0.12% No change 2,557 $292K
Abound Wealth Management 0.06% Reduce -0.6% 2,541 $290K
Ferguson Wellman Capital Management, Inc. 0.00% No change 2,540 $290K
Stonekeep Investments, LLC 0.17% Add +1.1% 2,527 $289K
Ballast, Inc. 0.05% No change 2,525 $288K
Greatmark Investment Partners, Inc. 0.03% No change 2,525 $288K
Victory Financial Group, LLC 0.03% Add +33.7% 2,524 $288K
Zacks Investment Management 0.00% Reduce -4.9% 2,520 $288K
Foster Group, Inc. 0.01% Add +6.7% 2,509 $286K
Advisors Capital Management, LLC 0.00% Add +11.9% 2,508 $286K
HBW Advisory Services LLC 0.03% Reduce -11.9% 2,507 $286K
Centurion Wealth Management LLC 0.07% Reduce -64.0% 2,501 $286K
Wealthspire Retirement, LLC 0.02% Add +1.9% 2,501 $286K
SP Asset Management LLC 0.02% No change 2,500 $285K
Everpar Advisors LLC 0.08% Reduce -17.1% 2,497 $285K
Vertrix Wealth Management, LLC 0.10% Add +0.5% 2,495 $285K
Inscription Capital, LLC 0.03% New 2,478 $283K
May Hill Capital, LLC 0.06% Add +8.0% 2,475 $283K
CM Wealth Advisors LLC 0.05% No change 2,474 $282K
Asset Dedication, LLC 0.02% Add +7.6% 2,470 $282K
Leeward Financial Partners, LLC 0.07% Add +0.6% 2,460 $281K
Quintet Private Bank (Europe) S.A. 0.02% No change 2,450 $280K
Targeted Financial Services LLC 0.21% New 2,447 $279K
Paces Ferry Wealth Advisors, LLC 0.10% Reduce -5.0% 2,441 $279K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -29.9% 2,441 $279K
Apella Capital, LLC 0.00% Reduce -5.3% 2,285 $278K
Ballast Advisors LLC 0.07% Add +5.0% 2,437 $278K
SouthState Bank Corp 0.01% No change 2,424 $277K
Jefferies Financial Group Inc. 0.00% Reduce -26.0% 2,420 $276K
Stephens Investment Management Group LLC 0.00% Add +5.1% 2,418 $276K
Oxford Financial Group, LTD. LLC 0.01% Reduce -27.5% 2,406 $275K
Twin Peaks Wealth Advisors, LLC 0.06% Reduce -8.1% 2,399 $274K
Koshinski Asset Management, Inc. 0.01% Reduce -11.1% 2,399 $274K
Verus Capital Partners, LLC 0.01% Add +1.4% 2,398 $274K
Maripau Wealth Management LLC 0.10% Add +11.5% 2,501 $274K
Wallace Advisory Group, LLC 0.26% Reduce -48.3% 2,390 $273K
Wynn Capital, LLC 0.12% Reduce -0.2% 2,385 $272K
BNP Paribas 0.01% Reduce -73.6% 2,382 $272K
Fortis Capital Advisors, LLC 0.03% Add +11.3% 2,373 $271K
Belpointe Asset Management LLC 0.01% Add +11.3% 2,373 $271K
First Heartland Consultants, Inc. 0.02% Reduce -15.5% 2,372 $271K
Cidel Asset Management Inc. 0.01% Add +3.1% 2,368 $271K
Magnus Financial Group LLC 0.02% Add +29.3% 2,367 $270K
Reliant Investment Partners, LLC 0.18% No change 2,365 $270K
Founders Financial Securities LLC 0.01% Reduce -3.2% 2,363 $270K
Seros Financial, LLC 0.14% Reduce -7.6% 2,361 $270K
Evansbrook LLC 0.16% Reduce -22.5% 2,360 $269K
Keel Point, LLC 0.02% Reduce -20.6% 2,349 $268K
Laidlaw Wealth Management LLC 0.76% Add +11.4% 2,347 $268K
Accuvest Global Advisors 0.23% Reduce -66.5% 2,334 $267K
JSF Financial, LLC 0.04% Reduce -2.1% 2,328 $266K
55 North Private Wealth, LLC 0.05% Reduce -1.8% 2,327 $266K
Caliber Wealth Management, LLC / KS 0.03% Add +0.2% 2,327 $266K
SS&H Financial Advisors, Inc. 0.07% — 2,320 $265K
Hexagon Capital Partners LLC 0.04% Add +10.7% 2,316 $264K
Cordoba Advisory Partners LLC 0.06% New 2,306 $263K
All Terrain Financial Advisors, LLC 0.06% No change 2,305 $263K
Evolve Private Wealth, LLC 0.02% Reduce -46.4% 2,302 $263K
Aspen Capital Management, LLC 0.06% No change 2,300 $263K
Clark Capital Management Group, Inc. 0.00% Add +0.8% 2,296 $262K
Riverstone Advisors, LLC 0.11% Reduce -39.5% 2,295 $262K
Gemmer Asset Management LLC 0.02% No change 2,267 $259K
Eagle Wealth Advisors LLC 0.20% Add +18.0% 2,263 $258K
Moss Adams Wealth Advisors LLC 0.02% Add +5.1% 2,253 $257K
Clear Wave Wealth Management LLC 0.06% Add +5.9% 2,244 $256K
NWF Advisory Services Inc. 0.02% No change 2,234 $255K
Joel Isaacson & Co., LLC 0.01% New 2,226 $254K
Avantax Planning Partners, Inc. 0.01% Add +21.1% 2,226 $254K
Investment Partners Asset Management, Inc. 0.14% Add +0.2% 2,225 $254K
Jacobs & Co. 0.02% No change 2,228 $254K
Cypress Financial Planning LLC 0.06% Reduce -0.1% 2,214 $253K
Ariadne Wealth Management, LP 0.11% New 2,212 $253K
BSW Wealth Partners 0.03% Add +17.4% 2,208 $252K
Saxony Capital Management, LLC 0.12% Reduce -30.1% 2,205 $252K
Archford Capital Strategies, LLC 0.03% No change 2,200 $251K
Field & Main Bank 0.05% New 2,190 $250K
Turtle Creek Wealth Advisors, LLC 0.01% New 2,186 $250K
Embree Financial Group 0.02% Add +4.3% 2,180 $249K
Sand Hill Global Advisors, LLC 0.01% Add +2.6% 2,173 $248K
Lombard Odier Asset Management (Europe) Ltd 0.02% New 2,159 $247K
UNIVEST FINANCIAL Corp 0.01% No change 2,150 $245K
Pacific Sage Partners, LLC 0.03% Reduce -0.1% 2,130 $243K
Blodgett Wealth Advisors, LLC 0.16% No change 2,125 $243K
Centaurus Financial, Inc. 0.01% Add +14.6% 2,116 $242K
Signature Equity Partners, LLC 0.11% Add +66.7% 2,117 $242K
OneAscent Family Office, LLC 0.12% New 2,116 $242K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.4% 2,107 $241K
Providence Wealth Advisors, LLC 0.14% Add +14.3% 2,000 $240K
M1 Capital Management LLC 0.09% No change 2,100 $240K
Worth Asset Management, LLC 0.08% Add +3.6% 2,093 $239K
Commonwealth Financial Services, LLC 0.03% Add +14.0% 2,089 $239K
Nwam LLC 0.01% New 2,079 $237K
RS Crum Inc. 0.04% New 2,069 $236K
LifeGoal Investments, LLC 0.11% New 2,063 $236K
Tyche Wealth Partners LLC 0.03% No change 2,062 $235K
Stronghold Wealth Management L.L.C. 0.31% Reduce -28.1% 2,060 $235K
MJP Associates Inc. 0.03% Reduce -6.6% 2,057 $235K
Total Wealth Planning & Management, Inc. 0.17% Add +3.8% 2,054 $235K
Cromwell Holdings LLC 0.11% No change 2,054 $235K
Park Place Capital Corp 0.04% Reduce -0.5% 2,054 $235K
Acropolis Investment Management, LLC 0.01% No change 2,050 $234K
Canopy Partners, LLC 0.07% Reduce -2.3% 2,048 $234K
McLean Asset Management Corp 0.03% Reduce -6.3% 1,993 $233K
S Harris Financial Group, LLC 0.18% Reduce -10.3% 2,041 $233K
Chicago Capital, LLC 0.01% No change 2,032 $232K
Tsfg, LLC 0.03% Add +4.0% 2,028 $232K
Trilogy Capital Inc. 0.01% No change 2,030 $232K
Lantz Financial LLC 0.04% Reduce -2.8% 2,026 $231K
Allen Capital Group, LLC 0.02% New 2,025 $231K
Abundance Wealth Counselors 0.01% New 2,025 $231K
FWG Investments, LLC. 0.12% Add +6.6% 2,020 $231K
GHP Investment Advisors, Inc. 0.01% Add +0.6% 2,018 $230K
Cypress Capital Group 0.02% New 2,014 $230K
Davidson Kahn Capital Management, LLC 0.10% No change 2,012 $230K
Jamison Private Wealth Management, Inc. 0.02% Add +0.1% 2,009 $229K
Roehl & Yi Investment Advisors, LLC 0.08% Reduce -9.3% 2,007 $229K
Clark Asset Management, LLC 0.02% Add +0.1% 2,006 $229K
CRA Financial Services, LLC 0.03% Add +5.3% 2,005 $229K
Douglas Lane & Associates, LLC 0.00% Add +13.0% 2,001 $228K
Basepoint Wealth LLC 0.13% No change 2,000 $228K
Atlatl Advisers LLC 0.05% New 2,000 $228K
Montecito Bank & Trust 0.03% No change 2,000 $228K
Brandywine Oak Private Wealth LLC 0.02% No change 2,000 $228K
Tompkins Financial Corp. 0.02% New 2,000 $228K
Beacon Investment Advisory Services, Inc. 0.01% No change 2,000 $228K
Select Asset Management & Trust 0.07% No change 2,000 $228K
Cohen & Steers, Inc. 0.00% No change 2,000 $228K
Atom Investors LP 0.02% New 1,989 $227K
Caerus Investment Advisors, LLC 0.08% Add +17.8% 1,988 $227K
Guerra Pan Advisors, LLC 0.13% Add +14.4% 1,982 $226K
Caden Capital Partners, LP 2.72% No change 1,978 $226K
Wealth Effects LLC 0.06% Add +4.0% 1,975 $226K
Maia Wealth LLC 0.03% Reduce -11.6% 1,964 $224K
Welch Group, LLC 0.01% No change 1,957 $223K
E-Wealth Partners, LLC 0.16% Reduce -0.1% 1,954 $223K
NovaPoint Capital, LLC 0.05% New 1,953 $223K
IFG Advisory, LLC 0.01% New 1,950 $223K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +19.8% 1,952 $223K
von Borstel & Associates, Inc. 0.05% Add +0.2% 1,933 $220K
Baron Wealth Management LLC 0.06% Reduce -1.5% 1,925 $220K
Tanager Wealth Management LLP 0.02% New 1,914 $219K
KCM Investment Advisors LLC 0.01% No change 1,911 $218K
Revolve Wealth Partners, LLC 0.02% Reduce -14.4% 1,908 $218K
Wealth Science Advisors LLC 0.10% Add +12.2% 1,905 $218K
SHP Wealth Management 0.01% Reduce -1.6% 1,889 $216K
Smallwood Wealth Investment Management, LLC 0.09% Add +51.6% 1,885 $215K
Womack Financial LLC 0.14% Reduce -2.6% 1,882 $215K
Pitti Group Wealth Management, LLC 0.16% Reduce -3.6% 1,880 $215K
Waystone Advisors LLC 0.16% Reduce -32.1% 1,876 $214K
Maridea Wealth Management LLC 0.02% Reduce -5.0% 1,875 $214K
TABR Capital Management, LLC 0.18% No change 1,875 $214K
Ramiah Investment Group 0.16% New 1,875 $214K
Mountain Capital Investment Advisors Inc. 0.03% Reduce -12.0% 1,873 $214K
Beese Fulmer Investment Management, Inc. 0.01% New 1,865 $213K
Sunburst Financial Group, LLC 0.04% Reduce -9.6% 1,864 $213K
Genesis Private Wealth, LLC 0.06% Reduce -9.0% 1,862 $213K
LCM Capital Management Inc 0.09% No change 1,855 $212K
ZWJ Investment Counsel Inc. 0.01% Add +3.7% 1,852 $211K
Johnson Financial Group, LLC 0.01% Add +0.4% 1,844 $211K
Cornerstone Wealth Group, LLC 0.01% Reduce -5.0% 1,831 $209K
RM Financial Services, LLC 0.16% No change 1,829 $209K
Howard Bailey Securities, LLC 0.08% New 1,821 $208K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -40.9% 1,813 $207K
Strategic Investment Advisors / MI 0.01% Add +7.8% 1,800 $206K
Berbice Capital Management LLC 0.11% Reduce -64.1% 1,800 $206K
Optas, LLC 0.03% Reduce -0.4% 1,800 $206K
Independence Bank of Kentucky 0.02% Reduce -2.7% 1,800 $206K
Kiley Juergens Wealth Management, LLC 0.03% Reduce -10.0% 1,793 $205K
Evercore Wealth Management, LLC 0.00% No change 1,790 $204K
Kestra Investment Management, LLC 0.00% Reduce -7.4% 1,786 $204K
Range Advisory, LLC 0.02% New 1,781 $203K
Portus Wealth Advisors, LLC 0.17% No change 1,773 $202K
Spartan Wealth Advisory Services LLC 0.02% Reduce -16.4% 1,772 $202K
Arbor Investment Advisors, LLC 0.02% New 1,768 $202K
Legacy Advisors, LLC 0.02% Add +0.8% 1,768 $202K
Kozak & Associates, Inc. 0.04% Reduce -21.9% 1,659 $202K
Pennington Partners & Co., LLC 0.06% Reduce -2.8% 1,764 $201K
Fiduciary Financial Group, LLC 0.02% New 1,756 $201K
DLK Investment Management, LLC 0.09% New 3,030 $200K
Fiduciary Financial Advisors 0.02% New 1,724 $196K
Momentum Wealth Planning, LLC 0.15% New 1,679 $192K
Silver Oak Securities, Incorporated 0.01% Reduce -26.3% 1,670 $191K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -7.6% 1,668 $190K
Garden State Investment Advisory Services LLC 0.04% No change 1,662 $190K
First Community Trust NA 0.08% No change 1,599 $183K
Tidemark, LLC 0.04% No change 1,561 $178K
McGuire Capital Advisors Inc. 0.09% No change 1,510 $172K
S&T Bank 0.05% No change 1,500 $171K
Caldwell Trust Co 0.01% No change 1,500 $171K
Johnson Financial Group, Inc. 0.01% No change 1,480 $169K
Evolution Wealth Management Inc. 0.10% Add +540.3% 1,479 $169K
Osbon Capital Management LLC 0.13% Reduce -1.8% 1,473 $168K
Sittner & Nelson, LLC 0.05% No change 1,464 $167K
Munich Reinsurance Co Stock Corp in Munich 0.00% Add +43.5% 1,456 $167K
Bollard Group LLC 0.01% No change 1,448 $165K
Smartleaf Asset Management LLC 0.01% No change 1,375 $157K
EMC Capital Management 0.06% — 1,250 $154K
Quantum Portfolio Management LLC 0.05% Reduce -50.3% 1,339 $153K
Pacifica Partners Inc. 0.05% Reduce -6.6% 1,278 $153K
Arlington Trust Co LLC 0.01% Reduce -5.0% 1,336 $153K
Danske Bank A/S 0.00% No change 1,325 $151K
McDonald Partners LLC 0.04% New 1,306 $149K
Shelton Wealth Management, LLC 0.06% New 1,257 $144K
Banque Cantonale Vaudoise 0.01% Reduce -18.2% 1,239 $142K
Washington Trust Advisors, Inc. 0.01% Reduce -3.5% 1,234 $141K
Parkside Financial Bank & Trust 0.01% Add +16.8% 1,204 $137K
PFS Partners, LLC 0.06% No change 1,194 $136K
Mather Group, Llc. 0.00% Reduce -29.1% 1,188 $136K
Wealth Enhancement Trust Services, Inc. 0.01% No change 1,180 $135K
Salem Investment Counselors Inc. 0.00% Add +19.0% 1,159 $132K
Hollencrest Capital Management 0.01% Reduce -10.7% 1,149 $131K
CVA Family Office, LLC 0.01% Reduce -12.0% 1,135 $130K
Kimelman & Baird, LLC 0.01% No change 1,125 $128K
Golden State Wealth Management, LLC 0.01% Add +0.9% 1,116 $127K
Highline Wealth Partners LLC 0.03% Add +0.5% 1,114 $127K
Old Second National Bank of Aurora 0.02% No change 1,110 $127K
Cullen/Frost Bankers, Inc. 0.00% Reduce -34.8% 1,085 $124K
Provenance Wealth Advisors, LLC 0.01% No change 1,079 $123K
CX Institutional 0.00% No change 1,072 $122K
Wilkerson Advisory Group LLC 0.04% Reduce -18.6% 1,050 $120K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,050 $120K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -71.5% 1,044 $119K
Avion Wealth 0.02% Reduce -0.6% 1,050 $119K
Plante Moran Financial Advisors, LLC 0.01% Add +83.9% 1,030 $118K
Vanguard National Trust Co 0.01% No change 1,016 $116K
Physician Wealth Advisors, Inc. 0.01% Add +0.6% 1,015 $116K
CENTRAL TRUST Co 0.00% Add +14.0% 1,009 $115K
Nano Cap New Millennium Growth Fund L P 0.09% New 1,000 $114K
PeakShares LLC 0.09% No change 1,000 $114K
Nvest Wealth Strategies, Inc. 0.07% Reduce -0.3% 1,000 $114K
Crews Bank & Trust 0.01% No change 1,000 $114K
Avalon Trust Co 0.01% No change 1,000 $114K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,000 $114K
HHM Wealth Advisors, LLC 0.01% Reduce -2.5% 995 $114K
Banque Transatlantique SA 0.00% Add +116.7% 715 $112K
Main Street Group, LTD 0.03% Add +11.8% 950 $108K
MTM Investment Management, LLC 0.03% No change 945 $108K
Barrett & Company, Inc. 0.03% New 925 $106K
Axiom Investors LLC 0.00% Reduce -25.2% 919 $105K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +175.2% 900 $103K
SWAN Capital LLC 0.03% Add +82.7% 868 $99K
Trust Co. of Vermont 0.00% — 858 $98K
Strategic Investment Solutions, Inc. 0.02% Add +0.5% 854 $98K
Anchor Bay Capital, Inc. 0.05% — 590 $92K
Bayban 0.07% No change 800 $91K
Pin Oak Investment Advisors Inc. 0.06% No change 799 $91K
Continuum Advisory, LLC 0.01% New 793 $91K
Orion Capital Management LLC 0.03% Reduce -6.0% 790 $90K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 776 $89K
Murphy & Mullick Capital Management Corp 0.05% Reduce -13.6% 760 $87K
Evermay Wealth Management LLC 0.01% No change 755 $86K
Hazlett, Burt & Watson, Inc. 0.02% Add +9.3% 765 $86K
Virtus Advisers, LLC 0.03% No change 530 $86K
KERR FINANCIAL PLANNING Corp 0.09% No change 720 $82K
LifeSteps Financial, Inc. 0.04% New 720 $82K
Ogorek Anthony Joseph /NY/ 0.02% No change 709 $80K
Sava Infond d.o.o. 0.01% No change 700 $80K
HM Payson & Co. 0.00% Add +7.9% 686 $78K
Community Bank, N.A. 0.01% No change 677 $77K
1 North Wealth Services LLC 0.03% No change 670 $77K
Hoey Investments, Inc. 0.01% Add +3.4% 661 $75K
PARK CIRCLE Co 0.07% No change 650 $74K
Community Financial Services Group, LLC 0.01% New 605 $74K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -40.4% 618 $71K
Rosenberg Matthew Hamilton 0.01% No change 614 $70K
Coston, McIsaac & Partners 0.01% No change 620 $70K
Tacita Capital Inc 0.04% Reduce -17.5% 611 $70K
JFS Wealth Advisors, LLC 0.00% Reduce -54.3% 605 $69K
Security National Bank of So Dak 0.03% New 604 $69K
DecisionPoint Financial, LLC 0.01% Add +4.0% 566 $69K
Hurley Capital, LLC 0.04% Reduce -1.8% 594 $68K
Colonial Trust Advisors 0.00% Reduce -9.2% 593 $68K
Financial Consulate, Inc. 0.01% Add +176.5% 589 $67K
GW&K Investment Management, LLC 0.00% No change 580 $66K
North Star Investment Management Corp. 0.00% Reduce -8.9% 575 $66K
Financial Network Wealth Advisors LLC 0.07% Reduce -7.9% 569 $65K
Hilltop National Bank 0.01% No change 556 $63K
Alpine Bank Wealth Management 0.01% New 552 $63K
Financial Management Professionals, Inc. 0.01% Add +3.0% 548 $63K
Colonial Trust Co / SC 0.01% Add +46.0% 517 $59K
LOM Asset Management Ltd 0.01% No change 500 $57K
Tobam 0.01% Reduce -72.3% 349 $57K
First Horizon Corp. 0.00% Reduce -32.6% 497 $57K
Hilton Head Capital Partners, LLC 0.03% No change 485 $55K
Rothschild Investment LLC 0.00% Add +148.4% 477 $54K
Osterweis Capital Management Inc. 0.00% No change 463 $53K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -86.3% 447 $51K
PlanVest Financial, Inc 0.03% No change 446 $51K
Obsidian Cio, LLC 0.04% Add +11.5% 436 $50K
Solstein Capital, LLC 0.02% No change 430 $49K
Premier Financial Group 0.01% New 420 $48K
Holos Integrated Wealth LLC 0.02% No change 389 $47K
Private Wealth Management Group, LLC 0.01% No change 407 $46K
IMA Advisory Services, Inc. 0.00% New 393 $45K
JPL Wealth Management, LLC 0.01% Reduce -8.5% 386 $44K
Ameriflex Group, Inc. 0.02% No change 363 $41K
Your Advocates Ltd., LLP 0.01% No change 360 $41K
SJS Investment Consulting Inc. 0.00% Reduce -0.6% 358 $41K
Silver Grove Financial Group, Inc. 0.02% New 358 $41K
Catalyst Capital Advisors LLC 0.00% Reduce -16.1% 355 $41K
Sankala Group LLC 0.03% No change 272 $40K
GoalVest Advisory LLC 0.01% Reduce -27.4% 347 $40K
Hickory Point Bank & Trust 0.02% No change 340 $39K
Pension & Wealth Management Advisors, Inc. 0.01% Reduce -47.2% 325 $37K
Key Financial Inc 0.01% No change 320 $37K
Heritage Wealth Advisors 0.00% Reduce -21.5% 310 $35K
Downshift Financial, LLC 0.02% New 309 $35K
Cape Investment Advisory, Inc. 0.01% New 308 $35K
Rossby Financial, LCC 0.01% Reduce -68.7% 306 $35K
Vision Retirement, LLC 0.01% Reduce -1.3% 300 $34K
Concord Wealth Partners 0.00% New 300 $34K
LRI Investments, LLC 0.00% Reduce -81.3% 300 $34K
Mosley Wealth Management 0.01% Add +145.1% 299 $34K
Greykasell Wealth Strategies, Inc. 0.01% Reduce -5.1% 281 $32K
Stone House Investment Management, LLC 0.00% Add +8.6% 279 $32K
FWL Investment Management, LLC 0.01% No change 270 $31K
Horrell Capital Management, Inc. 0.01% No change 265 $30K
Polar Asset Management Partners Inc. 0.00% New 263 $30K
Darwin Wealth Management, LLC 0.01% Add +0.4% 261 $30K
Estabrook Capital Management 0.00% No change 250 $29K
Axxion S.A. 0.00% — 250 $29K
WealthCollab, LLC 0.01% Reduce -6.2% 244 $28K
Foster Dykema Cabot & Partners, LLC 0.00% No change 240 $27K
American National Bank & Trust 0.00% No change 235 $27K
TD Capital Management LLC 0.00% No change 231 $26K
Graney & King, LLC 0.01% No change 227 $26K
V-Square Quantitative Management LLC 0.00% Add +14.7% 226 $26K
Strengthening Families & Communities, LLC 0.01% No change 219 $25K
Caitlin John, LLC 0.01% Reduce -5.2% 217 $25K
Strategic Wealth Partners, Ltd. 0.00% Reduce -63.1% 210 $24K
NorthAvenue LLC 0.02% No change 200 $23K
Cornerstone Planning Group LLC 0.00% Reduce -44.2% 182 $22K
Beaird Harris Wealth Management, LLC 0.00% Add +447.1% 186 $21K
Nisa Investment Advisors, LLC 0.00% Add +38.5% 180 $21K
WPG Advisers, LLC 0.01% Reduce -71.2% 178 $20K
City Holding Co. 0.00% Add +360.5% 175 $20K
Zions Bancorporation, National Association 0.00% Reduce -91.5% 174 $20K
Birchbrook, Inc. 0.01% Add +6.2% 172 $20K
Lodestone Wealth Management LLC 0.01% No change 172 $20K
Glynn Capital Management LLC 0.01% Reduce -29.5% 170 $19K
Gould Capital, LLC 0.01% No change 165 $19K
N.E.W. Advisory Services LLC 0.00% No change 164 $19K
Armstrong Advisory Group, Inc. 0.00% Add +177.2% 158 $18K
Bell Investment Advisors, Inc 0.00% Reduce -40.6% 152 $17K
Bangor Savings Bank 0.00% No change 152 $17K
DHJJ Financial Advisors, Ltd. 0.01% New 151 $17K
Twin Lakes Capital Management, LLC 0.01% No change 150 $17K
McMillan Office, Inc. 0.00% No change 150 $17K
Timbuktu Capital Management, LLC 0.02% — 145 $17K
Horizon Financial Services, LLC 0.01% Reduce -25.9% 143 $16K
Cornerstone Financial Management LLC 0.01% Add +61.4% 142 $16K
Bare Financial Services, Inc 0.00% Add +73.2% 142 $16K
Maseco LLP 0.00% Reduce -2.1% 141 $16K
Tradewinds Capital Management, LLC 0.00% No change 140 $16K
SRH Advisors, LLC 0.00% No change 140 $16K
Summit Securities Group LLC 0.00% New 140 $16K
Hartford Financial Management Inc. 0.00% No change 136 $16K
Frazier Financial Advisors, LLC 0.01% Add +2116.7% 133 $15K
RMG Wealth Management LLC 0.00% No change 100 $15K
First Bancorp, Inc 0.01% New 130 $15K
Front Row Advisors LLC 0.00% Add +52.4% 96 $15K
JNBA Financial Advisors 0.00% No change 124 $14K
BOK Financial Private Wealth, Inc. 0.00% New 123 $14K
Atwood & Palmer Inc. 0.00% No change 122 $14K
Bernard Wealth Management Corp. 0.01% No change 121 $14K
Hamrick Investment Counsel, llc 0.01% Reduce -56.4% 120 $14K
Fairscale Capital, LLC 0.01% No change 120 $14K
Olistico Wealth, LLC 0.01% No change 120 $14K
Flagship Wealth Advisors, LLC 0.00% New 118 $13K
Hanson & Doremus Investment Management 0.00% Reduce -46.7% 114 $13K
Noble Wealth Management PBC 0.01% Reduce -63.2% 112 $13K
Godsey & Gibb, Inc. 0.00% No change 103 $12K
Western Pacific Wealth Management, LP 0.01% Reduce -75.0% 100 $11K
Roxbury Financial LLC 0.01% New 100 $11K
Hager Investment Management Services, LLC 0.01% No change 100 $11K
Dogwood Wealth Management LLC 0.00% Reduce -41.2% 100 $11K
Medallion Wealth Advisors, LLC 0.00% No change 100 $11K
Kingdom Financial Group LLC. 0.00% Reduce -37.5% 100 $11K
Napier Financial, LLC 0.00% No change 100 $11K
Chilton Capital Management LLC 0.00% No change 100 $11K
Kilter Group LLC 0.00% Add +49.2% 97 $11K
Oakmont Advisory Group, LLC 0.01% New 97 $11K
Smithfield Trust Co 0.00% No change 100 $11K
Manning & Napier Advisors LLC 0.00% New 90 $10K
Highland Investment Advisors LLC 0.00% — 90 $10K
BankPlus Trust Department 0.00% No change 90 $10K
Raffa Wealth Management, LLC 0.00% Add +17.8% 86 $10K
Tiaa Trust, National Association 0.00% Reduce -87.5% 86 $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% No change 80 $9K
Cedar Mountain Advisors, LLC 0.00% Reduce -7.0% 80 $9K
Synergy Investment Management, LLC 0.00% New 70 $9K
Country Trust Bank 0.00% No change 78 $9K
Ankerstar Wealth, LLC 0.01% No change 75 $9K
Leo H. Evart, Inc. 0.01% No change 75 $9K
Millstone Evans Group, LLC 0.00% New 74 $8K
Lloyd Advisory Services, LLC. 0.00% Reduce -54.4% 73 $8K
St Germain D J Co. Inc. 0.00% No change 72 $8K
Towne Trust Company, N.A 0.00% No change 71 $8K
1620 Investment Advisors, Inc. 0.01% No change 70 $8K
Fortis Group Advisors, LLC 0.00% No change 70 $8K
Center for Financial Planning, Inc. 0.00% No change 70 $8K
United Financial Planning Group LLC 0.00% New 68 $8K
Marshall Investment Management, LLC 0.00% New 68 $8K
SOA Wealth Advisors, LLC. 0.00% New 7,597 $8K
Cranbrook Wealth Management, LLC 0.00% No change 66 $8K
Southern Michigan Bank & Trust 0.00% No change 64 $7K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 63 $7K
Capital Analysts, LLC 0.00% Add +47.6% 62 $7K
Bear Mountain Capital, Inc. 0.00% Add +1.9% 55 $7K
Rachor Investment Advisory Services, LLC 0.00% Reduce -82.2% 60 $7K
Princeton Global Asset Management LLC 0.00% No change 60 $7K
NBT Bank, N.A. 0.00% No change 59 $7K
Godfrey Financial Associates, Inc. 0.01% Reduce -34.8% 58 $7K
Key Capital Management, INC 0.00% No change 57 $7K
1015 Capital Partners, LLC 0.00% No change 50 $6K
Point Nemo Capital, LLC 0.00% New 50 $6K
Lam Group, Inc. 0.00% No change 50 $6K
Abound Financial, LLC 0.00% No change 50 $6K
Activest Wealth Management 0.00% Reduce -91.2% 50 $6K
Glen Eagle Advisors, LLC 0.00% Reduce -79.3% 50 $6K
Cheviot Value Management, LLC 0.00% Add +400.0% 50 $6K
Trust Co. of Toledo NA 0.00% New 49 $6K
Webster Bank, N. A. 0.00% No change 49 $6K
MV Capital Management, Inc. 0.00% Reduce -9.4% 48 $5K
HighMark Wealth Management LLC 0.00% Reduce -2.1% 47 $5K
Vision Financial Markets LLC 0.00% No change 40 $5K
Copia Wealth Management 0.00% No change 42 $5K
REAP Financial Group, LLC 0.00% Add +4000.0% 41 $5K
Valley National Advisers Inc. 0.00% Reduce -2.4% 40 $5K
Axiom Investment Management LLC 0.00% New 40 $5K
Capital Advisor Network LLC 0.01% Add +8.6% 38 $4K
Covestor Ltd 0.00% Reduce -10.3% 35 $4K
Acumen Wealth Advisors, LLC 0.00% No change 35 $4K
Caitong International Asset Management Co., Ltd 0.00% New 35 $4K
Granite FO LLC 0.00% No change 33 $4K
Vermillion Wealth Management, Inc. 0.00% Reduce -21.4% 33 $4K
True Wealth Design, LLC 0.00% Reduce -72.2% 30 $3K
Prestige Wealth Management Group LLC 0.00% No change 30 $3K
Winch Advisory Services, LLC 0.00% No change 29 $3K
Steigerwald, Gordon & Koch Inc. 0.00% No change 29 $3K
Whipplewood Advisors, LLC 0.00% Reduce -95.9% 28 $3K
Beacon Financial Strategies CORP 0.00% No change 27 $3K
Roble, Belko & Company, Inc 0.00% No change 30 $3K
Retirement Wealth Solutions LLC 0.00% No change 22 $3K
Global Trust Asset Management, LLC 0.00% Reduce -82.6% 21 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -48.7% 20 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 20 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 20 $2K
American Capital Advisory, LLC 0.00% No change 20 $2K
Duncker Streett & Co. Inc. 0.00% No change 20 $2K
Chesapeake Asset Management LLC 0.00% New 19 $2K
West Paces Advisors Inc. 0.00% New 19 $2K
Elevation Wealth Partners, LLC 0.00% New 18 $2K
Pacific Center for Financial Services 0.00% No change 18 $2K
Signature Resources Capital Management, LLC 0.00% No change 18 $2K
Private Wealth Asset Management, LLC 0.00% No change 18 $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% No change 14 $2K
Security National Bank 0.00% No change 14 $2K
LM Advisors LLC 0.01% Add +892.7% 12,419 $1K
New England Capital Financial Advisors LLC 0.00% No change 11 $1K
High Point Wealth Management, LLC 0.00% No change 10 $1K
Essential Investment Partners LLC 0.00% No change 10 $1K
Gilpin Wealth Management, LLC 0.00% No change 10 $1K
Breakwater Investment Management 0.00% New 10 $1K
Berkshire Capital Holdings Inc. 0.00% No change 10 $1K
MidFirst Bank 0.00% Reduce -81.1% 10 $1K
West Financial Advisors, LLC 0.00% New 9 $1K
Blume Capital Management, Inc. 0.00% No change 8 $914
PayPay Securities Corp 0.02% No change 7 $799
Quarry LP 0.00% New 7 $799
TOWER TRUST & INVESTMENT Co 0.00% New 6 $685
Proathlete Wealth Management LLC 0.00% No change 6 $685
Brooklyn FI, LLC 0.00% New 5 $592
Quent Capital, LLC 0.00% New 5 $571
Halbert Hargrove Global Advisors, LLC 0.00% New 4 $494
ROSS\JOHNSON & Associates LLC 0.01% New 3 $343
Financial Gravity Companies, Inc. 0.00% — 3 $343
Albion Financial Group 0.00% Reduce -90.9% 3 $343
Decker Retirement Planning Inc. 0.00% New 3 $299
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 2 $228
Bullseye Investment Management, LLC 0.00% No change 2 $228
Morse Asset Management, Inc 0.00% New 2 $228
Bayforest Capital Ltd 0.00% No change 1 $114
Montgomery Financial Services LLC 0.00% — 1 $114
High Note Wealth, LLC 0.00% No change 1 $114
Rakuten Securities, Inc. 0.00% No change 1 $114

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