Sirius XM HoldingsSIRI

13F holders, Q1 2024 (March 31)
627holders
8famous investors
$3.88avg. 13F price*

At the end of Q1 2024, 627 institutions reported holding Sirius XM Holdings Inc. (SIRI) in their 13F filings. The largest holders were BlackRock Inc. ($169.9M), Berkshire Hathaway ($142.3M) and Vanguard Group Inc. ($106.6M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Warren Buffett (0.0% of Berkshire Hathaway's portfolio).

Company
Sirius XM Holdings Inc.
CUSIP
82968B103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 627Q1 2024Q2 2024: 564Q2 2024Q3 2024: 17Q3 2024Q4 2024: 8Q4 2024Q1 2025: 7Q1 2025Q2 2025: 6Q2 2025Q3 2025: 5Q3 2025Q4 2025: 5Q4 2025Q1 2026: 5Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions67$11.9M
Exits80$28.0M

Ownership 627 holders

BlackRock Inc. 0.00% Reduce -0.1% 43,787,235 $169.9M
Berkshire Hathaway 0.04% Reduce -8.8% 36,681,912 $142.3M
Vanguard Group Inc. 0.00% Reduce -49.8% 27,476,085 $106.6M
State Street Corp. 0.00% Add +4.7% 27,012,414 $104.8M
Geode Capital Management, LLC 0.01% Add +10.8% 14,198,512 $55.0M
Citigroup Inc. 0.06% Reduce -6.3% 14,118,539 $54.8M
Invesco Ltd. 0.01% Add +23.0% 12,351,036 $47.9M
Morgan Stanley 0.00% Add +21.0% 9,835,706 $38.2M
JPMorgan Chase & Co. 0.00% Add +37.6% 7,633,321 $29.6M
Northern Trust Corp. 0.00% Reduce -32.5% 6,749,325 $26.2M
First Trust Advisors LP 0.03% Add +22.5% 6,619,317 $25.7M
Bank of New York Mellon Corp 0.00% Reduce -4.7% 5,977,132 $23.2M
BNP Paribas Financial Markets 0.03% Add +84.2% 5,662,034 $22.0M
Charles Schwab Investment Management Inc. 0.00% Add +1.8% 5,048,134 $19.6M
Legal & General Group Plc 0.01% Reduce -1.7% 4,571,344 $17.7M
Barclays PLC 0.01% Reduce -2.5% 4,051,182 $15.7M
Dimensional Fund Advisors LP 0.00% Add +5.2% 3,979,932 $15.4M
New York State Common Retirement Fund 0.02% Reduce -1.7% 3,858,687 $15.0M
ProShare Advisors LLC 0.04% Add +25.8% 3,747,881 $14.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.1% 3,492,657 $13.6M
D. E. Shaw & Co. 0.02% Reduce -0.3% 3,478,509 $13.5M
AQR Capital Management 0.02% Reduce -47.6% 3,375,683 $13.1M
Bank of America Corp. 0.00% Add +14.2% 3,345,909 $13.0M
Goldman Sachs Group Inc. 0.00% Reduce -72.9% 3,301,935 $12.8M
Rafferty Asset Management, LLC 0.04% Add +53.5% 3,075,058 $11.9M
UBS Group AG 0.00% Reduce -5.8% 3,067,138 $11.9M
Bank of Montreal 0.00% Reduce -16.1% 2,937,570 $11.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -9.4% 2,859,607 $11.0M
Nuveen Asset Management, LLC 0.00% Reduce -29.4% 2,588,422 $10.0M
Gotham Asset Management 0.15% Add +104.5% 2,524,119 $9.8M
Ameriprise Financial Inc. 0.00% Reduce -1.5% 2,455,574 $9.5M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -66.3% 2,424,720 $9.4M
Deutsche Bank AG 0.00% Add +15.6% 2,374,863 $9.2M
Swiss National Bank 0.01% Reduce -5.4% 2,278,796 $8.8M
Victory Capital Management Inc. 0.01% Add +0.1% 2,254,844 $8.7M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +2.5% 2,099,258 $8.1M
Worldquant Millennium Advisors LLC 0.09% Reduce -4.3% 1,909,358 $7.4M
Tobam 0.56% Reduce -8.9% 1,615,936 $6.3M
SG Americas Securities, LLC 0.03% Add +516.5% 1,601,048 $6.2M
Cowen and Company, LLC 0.24% Reduce -78.0% 1,581,556 $6.1M
Jane Street Group, LLC 0.01% Reduce -36.4% 1,543,325 $6.0M
AustralianSuper Pty Ltd 0.03% Add +31.3% 1,540,014 $5.9M
Credit Suisse AG/ 0.01% Reduce -8.7% 1,466,669 $5.7M
California State Teachers Retirement System 0.01% Add +5.2% 1,427,296 $5.5M
Rhumbline Advisers 0.01% Reduce -1.1% 1,426,643 $5.5M
HSBC Holdings PLC 0.00% Add +9.6% 1,387,664 $5.4M
GAMCO Investors 0.05% Add +17.3% 1,357,876 $5.3M
CANADA LIFE ASSURANCE Co 0.01% Add +13.9% 1,291,511 $5.0M
Highbridge Capital Management LLC 1.45% Add +3.3% 1,246,800 $4.8M
California Public Employees Retirement System 0.00% Reduce -8.4% 1,172,608 $4.5M
Susquehanna Portfolio Strategies, LLC 0.10% Reduce -43.3% 1,150,101 $4.5M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +9.9% 1,124,339 $4.3M
State Board of Administration of Florida Retirement System 0.01% Add +0.7% 1,051,483 $4.2M
Susquehanna International Group, LLP 0.01% Reduce -30.8% 1,007,682 $3.9M
Amundi 0.00% Add +2.6% 1,226,888 $3.8M
Guggenheim Capital LLC 0.03% Reduce -5.2% 924,166 $3.6M
Norges Bank 0.00% Add +44.5% 917,989 $3.6M
New South Capital Management Inc. 0.14% No change 885,178 $3.4M
Sheaff Brock Investment Advisors, LLC 0.27% Reduce -0.5% 868,437 $3.4M
Canada Pension Plan Investment Board 0.00% Add +34.3% 826,920 $3.2M
Millennium Management 0.00% Add +40.3% 806,670 $3.1M
Commonwealth Equity Services, LLC 0.01% Add +6.1% 787,856 $3.1M
Creative Planning 0.00% Reduce -4.1% 753,164 $2.9M
CIBC Asset Management Inc 0.01% Add +25.8% 715,890 $2.8M
Achmea Investment Management B.V. 0.05% No change 688,983 $2.7M
Danske Bank A/S 0.01% — 603,030 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +8.1% 589,453 $2.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +1.1% 579,793 $2.2M
Bruce & Co., Inc. 0.73% No change 557,843 $2.2M
Gabelli Funds LLC 0.02% Add +8.1% 550,000 $2.1M
Wells Fargo & Company 0.00% Add +14.8% 541,710 $2.1M
Royal Bank of Canada 0.00% Reduce -0.1% 537,024 $2.1M
Jump Financial, LLC 0.06% Add +144.6% 526,774 $2.0M
Van Eck Associates Corp. 0.00% New 524,657 $2.0M
Readystate Asset Management LP 0.11% Reduce -32.2% 512,631 $2.0M
Snowden Capital Advisors LLC 0.06% New 488,596 $1.9M
Ensign Peak Advisors, Inc 0.00% Add +50.5% 483,261 $1.9M
Shelton Capital Management 0.05% Add +9.9% 454,388 $1.8M
Bessemer Group Inc. 0.00% Add +1205.4% 452,570 $1.8M
State of Wisconsin Investment Board 0.00% Add +3.8% 411,076 $1.6M
Penserra Capital Management LLC 0.02% Add +9.1% 406,554 $1.6M
Bislett Management, LLC 0.97% No change 400,000 $1.6M
ING Groep NV 0.01% Add +66.4% 397,633 $1.5M
Andra AP-fonden 0.03% Reduce -67.8% 392,183 $1.5M
Lecap Asset Management Ltd. 0.31% Add +125.6% 388,156 $1.5M
Ossiam 0.03% Add +62.5% 383,973 $1.5M
Royal London Asset Management Ltd. 0.00% Reduce -5.6% 375,494 $1.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Add +21.2% 369,428 $1.4M
TD Asset Management Inc 0.00% Reduce -0.2% 368,514 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -1.9% 364,183 $1.4M
iA Global Asset Management Inc. 0.03% Add +4.6% 361,044 $1.4M
T. Rowe Price Associates Inc. 0.00% Reduce -2.8% 344,460 $1.3M
Pictet Asset Management Holding SA 0.00% Add +0.6% 335,429 $1.3M
LPL Financial LLC 0.00% Add +13.2% 330,630 $1.3M
Alliancebernstein L.P. 0.00% Reduce -25.7% 327,376 $1.3M
Nissay Asset Management Corp. /Japan 0.01% Add +101.8% 311,946 $1.2M
ExodusPoint Capital Management, LP 0.01% New 311,488 $1.2M
Panagora Asset Management Inc. 0.01% No change 311,075 $1.2M
Mn Services Vermogensbeheer B.V. 0.01% Reduce -20.0% 310,500 $1.2M
Nomura Asset Management Co. Ltd. 0.00% Reduce -15.6% 310,177 $1.2M
Tidal Investments LLC 0.02% Add +144.2% 304,556 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.3% 301,300 $1.2M
Advisors Asset Management, Inc. 0.02% Reduce -0.8% 300,575 $1.2M
Cibc World Market Inc. 0.00% Add +160.8% 296,361 $1.1M
Asset Management One Co., Ltd. 0.00% Reduce -4.2% 293,083 $1.1M
Voya Investment Management LLC 0.00% Add +228.4% 290,223 $1.1M
Treasurer of the State of North Carolina 0.00% Reduce -4.0% 287,692 $1.1M
Cibc World Markets Corp. 0.01% Reduce -50.3% 284,424 $1.1M
Illinois Municipal Retirement Fund 0.02% No change 281,694 $1.1M
Profund Advisors LLC 0.04% Reduce -5.4% 281,031 $1.1M
USS Investment Management Ltd 0.01% No change 278,530 $1.1M
Russell Investments Group, Ltd. 0.00% Reduce -20.6% 271,820 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -4.0% 269,627 $1.0M
American International Group, Inc. 0.00% Reduce -1.2% 268,714 $1.0M
HRT Financial LP 0.01% Reduce -40.9% 266,742 $1.0M
Resona Asset Management Co.,Ltd. 0.01% — 264,005 $1.0M
Qube Research & Technologies Ltd 0.00% New 261,220 $1.0M
Public Employees Retirement System of Ohio 0.00% Reduce -8.2% 258,336 $1.0M
Cantor Fitzgerald, L. P. 0.24% New 163,418 $984K
Daiwa Securities Group Inc. 0.01% Reduce -2.5% 252,832 $981K
HighTower Advisors, LLC 0.00% Reduce -5.4% 242,570 $944K
La Financiere DE L'echiquier 0.04% Reduce -8.3% 242,000 $939K
AXA S.A. 0.00% Add +25.0% 241,203 $936K
KBC Group NV 0.00% Add +111.4% 234,046 $908K
Squarepoint Ops LLC 0.00% Add +417.2% 228,632 $887K
Aberdeen Group plc 0.00% Reduce -2.1% 219,225 $851K
Raymond James & Associates 0.00% Add +20.2% 217,005 $842K
Arizona State Retirement System 0.01% Reduce -0.0% 211,179 $819K
Two Sigma Investments, LP 0.00% Reduce -5.2% 210,828 $818K
Skandinaviska Enskilda Banken AB (publ) 0.00% No change 210,297 $814K
IFM Investors Pty Ltd 0.01% Add +9.3% 206,345 $801K
Manufacturers Life Insurance Company, The 0.00% Add +44.4% 206,048 $799K
Capital Counsel LLC 0.04% No change 200,000 $776K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.2% 197,058 $765K
Raymond James Financial Services Advisors, Inc. 0.00% Add +14.0% 197,021 $764K
PGGM Investments 0.01% No change 189,035 $733K
Nisa Investment Advisors, LLC 0.00% Add +42.1% 187,049 $726K
Virtu Financial LLC 0.06% New 186,248 $723K
CSS LLC 0.17% Add +161.6% 182,000 $706K
Pacer Advisors, Inc. 0.00% Add +5.5% 181,785 $705K
Janney Montgomery Scott LLC 0.00% Add +239.2% 181,072 $703K
FMR LLC 0.00% Reduce -8.1% 177,381 $688K
Verition Fund Management LLC 0.01% Add +49.3% 176,781 $686K
Schonfeld Strategic Advisors LLC 0.01% Add +17250100.0% 172,502 $669K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -2.8% 170,864 $663K
Source Financial Advisors LLC 0.20% Add +350.8% 170,215 $660K
Osaic Holdings, Inc. 0.00% Reduce -44.6% 165,759 $643K
DekaBank Deutsche Girozentrale 0.00% Add +7.6% 161,891 $628K
Kapitalo Investimentos Ltda 0.13% Add +60.0% 156,923 $609K
Ethic Inc. 0.02% Reduce -37.3% 154,302 $599K
Cetera Investment Advisers 0.00% Add +302.8% 151,053 $586K
Trust Investment Advisors 0.42% No change 150,000 $582K
Toronto Dominion Bank 0.00% Reduce -15.5% 148,366 $576K
Mill Creek Capital Advisors, LLC 0.02% Add +0.4% 145,045 $563K
Wolverine Trading, LLC 0.01% Reduce -4.1% 139,604 $542K
Korea Investment CORP 0.00% Add +1.3% 138,972 $539K
Aigen Investment Management, LP 0.12% Add +77.2% 137,746 $534K
Vident Advisory, LLC 0.01% Reduce -51.1% 136,558 $530K
Mercer Global Advisors Inc. 0.00% Reduce -9.0% 135,982 $528K
Pinebridge Investments, L.P. 0.00% Reduce -5.4% 135,797 $527K
Rockefeller Capital Management L.P. 0.00% Add +1.8% 133,548 $518K
Storebrand Asset Management As 0.00% Reduce -19.9% 131,773 $511K
NEOS Investment Management LLC 0.03% Add +1.5% 127,495 $495K
Pathstone Holdings, LLC 0.00% Add +107.7% 124,453 $483K
Corient Private Wealth LP 0.00% Reduce -4.3% 123,883 $481K
DNB Asset Management AS 0.00% Reduce -27.5% 120,395 $467K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -8.8% 118,880 $461K
Chicago Partners Investment Group LLC 0.02% Add +260.1% 138,786 $439K
Harvest Fund Management Co., Ltd 0.04% Add +235.4% 113,143 $438K
Ameritas Investment Partners, Inc. 0.01% No change 112,795 $438K
Capital Fund Management S.A. 0.01% Add +0.6% 112,043 $435K
Gateway Investment Advisers LLC 0.00% Reduce -1.6% 110,135 $427K
Mariner, LLC 0.00% Reduce -7.3% 107,706 $418K
Simplex Trading, LLC 0.01% Reduce -23.2% 107,051 $415K
Quadrant Private Wealth Management, LLC 0.10% Reduce -0.2% 105,747 $410K
Cresset Asset Management, LLC 0.00% Add +184.7% 103,795 $403K
Pearl River Capital, LLC 0.06% Add +271.6% 103,083 $400K
Public Employees Retirement Association of Colorado 0.00% Reduce -4.1% 102,061 $396K
Envestnet Asset Management Inc. 0.00% Add +25.3% 101,116 $392K
Wilbanks Smith & Thomas Asset Management LLC 0.01% No change 100,611 $390K
Hamilton Wealth, LLC 0.12% No change 100,262 $389K
Handelsbanken Fonder AB 0.00% Reduce -8.8% 100,275 $389K
Swedbank AB 0.00% No change 99,702 $387K
Allegiance Financial Group Advisory Services LLC 0.16% Add +0.5% 98,086 $381K
Public Sector Pension Investment Board 0.00% No change 97,649 $379K
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.00% Add +2.5% 90,792 $352K
MML Investors Services, LLC 0.00% Reduce -7.3% 90,447 $351K
Marex Group Ltd 0.01% New 89,445 $347K
Steward Partners Investment Advisory, LLC 0.00% Add +35.3% 88,749 $344K
Exchange Traded Concepts, LLC 0.01% Add +29.3% 85,032 $330K
Private Advisor Group, LLC 0.00% Reduce -7.3% 84,718 $329K
Amalgamated Bank 0.00% Add +50.1% 83,398 $324K
Degroof Petercam Asset Management 0.00% No change 83,000 $322K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 82,933 $322K
Northwestern Mutual Wealth Management Co. 0.00% Add +29.4% 82,463 $320K
Captrust Financial Advisors 0.00% Reduce -30.9% 79,446 $308K
Cwm, LLC 0.00% Reduce -16.1% 79,183 $307K
M&T Bank Corp 0.00% Add +3.9% 77,197 $299K
Lester Murray Antman dba SimplyRich 0.10% Reduce -10.6% 75,740 $294K
First National Trust Co 0.01% No change 74,512 $289K
Engineers Gate Manager LP 0.01% Add +11.6% 72,229 $280K
Stifel Financial Corp. 0.00% Add +11.9% 71,306 $277K
Vontobel Holding Ltd. 0.00% Add +395.7% 70,893 $275K
NewEdge Advisors, LLC 0.00% Add +3.3% 70,432 $273K
Elo Mutual Pension Insurance Co 0.01% Add +4.7% 70,154 $272K
Dark Forest Capital Management LP 0.05% New 69,688 $270K
Nordea Investment Management AB 0.00% No change 68,897 $268K
Levin Capital Strategies, L.P. 0.03% No change 68,500 $266K
PNC Financial Services Group, Inc. 0.00% Add +0.4% 68,026 $264K
Siemens Fonds Invest GmbH 0.02% No change 65,704 $255K
Kestra Private Wealth Services, LLC 0.01% Add +0.0% 65,224 $253K
STF Management LP 0.11% Add +0.1% 65,012 $252K
Cipher Capital LP 0.12% Reduce -39.3% 64,946 $252K
Gulf International Bank (UK) Ltd 0.01% No change 64,787 $251K
New Vernon Capital Holdings II LLC 0.13% No change 64,343 $250K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.0% 64,157 $249K
Waldron Private Wealth LLC 0.01% Reduce -8.3% 63,629 $247K
Xponance LLC 0.00% Add +139.8% 63,335 $246K
Walleye Trading LLC 0.00% New 61,267 $238K
Assetmark, Inc. 0.00% Add +52.0% 59,390 $230K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 59,329 $230K
Cary Street Partners Investment Advisory LLC 0.01% No change 56,075 $218K
Sequoia Financial Advisors, LLC 0.00% Reduce -6.8% 55,881 $217K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 55,642 $216K
Wealthspire Advisors, LLC 0.00% Add +0.0% 55,362 $215K
RFG Advisory, LLC 0.01% Reduce -14.5% 54,440 $211K
Principal Financial Group Inc. 0.00% Add +32.9% 54,026 $210K
Old Mission Investment Co LLC 0.07% Add +0.0% 53,778 $209K
NCM Capital Management, LLC 0.12% No change 52,919 $205K
Cerity Partners LLC 0.00% Add +41.0% 52,688 $204K
Systematic Portfolios LLC 0.67% New 52,156 $202K
Banque Cantonale Vaudoise 0.01% No change 50,000 $194K
Federation des caisses Desjardins du Quebec 0.00% Add +50.6% 38,367 $184K
Carnegie Investment Counsel 0.01% Reduce -31.0% 44,585 $173K
Metis Global Partners, LLC 0.01% Add +3.0% 44,046 $171K
Maryland State Retirement & Pension System 0.00% No change 54,591 $171K
RKL Wealth Management LLC 0.02% Add +0.1% 43,811 $170K
Neuberger Berman Group LLC 0.00% Reduce -3.1% 43,756 $170K
MBB Public Markets I LLC 0.01% New 43,473 $169K
Beacon Investment Advisory Services, Inc. 0.01% New 42,962 $167K
Balentine LLC 0.00% Reduce -3.4% 42,149 $164K
Amplius Wealth Advisors, LLC 0.02% Reduce -0.4% 41,415 $161K
Buckingham Strategic Wealth, LLC 0.00% Add +0.2% 40,817 $158K
Exchange Capital Management, Inc. 0.03% No change 40,305 $156K
Verdence Capital Advisors LLC 0.01% Reduce -0.0% 40,223 $156K
Westmount Partners, LLC 0.06% Reduce -5.3% 39,945 $155K
Macquarie Group Ltd. 0.00% No change 39,673 $154K
Aire Advisors, LLC 0.03% No change 39,625 $154K
QRG Capital Management, Inc. 0.00% Reduce -26.6% 38,905 $151K
Marathon Trading Investment Management LLC 0.06% Add +241.2% 38,810 $151K
ICICI Prudential Asset Management Co Ltd 0.02% Add +2.7% 38,257 $148K
Prudential PLC 0.00% Reduce -2.4% 38,097 $148K
Axxcess Wealth Management, LLC 0.00% Add +0.8% 37,800 $147K
Orion Porfolio Solutions, LLC 0.00% Add +224.6% 37,635 $146K
Orion Portfolio Solutions, LLC 0.00% Add +224.6% 37,635 $146K
TrinityPoint Wealth, LLC 0.02% Reduce -14.3% 36,429 $141K
Kestra Advisory Services, LLC 0.00% Reduce -1.6% 36,335 $141K
Utah Retirement Systems 0.00% Reduce -0.6% 35,500 $138K
American Century Companies Inc. 0.00% Add +0.7% 35,425 $137K
EP Wealth Advisors, LLC 0.00% Add +1.8% 34,990 $136K
APG Asset Management N.V. 0.00% No change 37,716 $135K
Ontario Teachers Pension Plan Board 0.00% No change 34,813 $135K
Stratos Wealth Partners, LTD. 0.00% Reduce -50.8% 34,647 $134K
Sei Investments Co. 0.00% Reduce -12.5% 34,625 $134K
Apollon Wealth Management, LLC 0.00% Reduce -2.7% 34,476 $134K
US Bancorp \de 0.00% Reduce -41.4% 34,465 $134K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -2.6% 33,814 $131K
EntryPoint Capital, LLC 0.12% New 33,742 $131K
Oppenheimer & Co. Inc. 0.00% Add +0.0% 33,346 $129K
United Capital Financial Advisors, LLC 0.00% New 32,995 $128K
Morningstar Investment Management LLC 0.01% No change 33,005 $128K
Ieq Capital, LLC 0.00% Reduce -15.6% 32,588 $126K
Gitterman Wealth Management, LLC 0.05% Reduce -15.4% 32,475 $126K
Gilman Hill Asset Management, LLC 0.02% Add +63.2% 32,279 $125K
E Fund Management Co., Ltd. 0.01% Reduce -2.7% 32,142 $125K
Bayesian Capital Management, LP 0.01% New 31,900 $124K
Norinchukin Bank, The 0.00% Reduce -4.6% 31,486 $122K
Prudential Financial Inc. 0.00% Reduce -2.4% 30,779 $119K
Masso Torrence Wealth Management Inc. 0.07% No change 30,669 $119K
E. Ohman J:or Asset Management AB 0.00% No change 30,631 $119K
O'shaughnessy Asset Management, LLC 0.00% Reduce -14.0% 30,609 $119K
National Bank of Canada 0.00% Reduce -98.2% 38,655 $117K
Foundations Investment Advisors, LLC 0.00% Add +0.2% 30,015 $116K
PFG Investments, LLC 0.01% New 29,927 $116K
Janus Henderson Group PLC 0.00% Add +0.0% 29,719 $115K
Cambridge Advisors Inc. 0.03% Add +0.6% 29,484 $114K
Franklin Resources Inc. 0.00% Add +4.5% 29,294 $114K
Plancorp, LLC 0.00% Add +4.5% 28,704 $111K
Baird Financial Group, Inc. 0.00% Add +5.3% 28,410 $110K
Brighton Jones LLC 0.00% Reduce -13.3% 28,391 $110K
IFP Advisors, Inc 0.00% Add +1.1% 28,046 $109K
Joel Isaacson & Co., LLC 0.01% No change 27,371 $106K
Wealthfront Advisers LLC 0.00% Add +0.4% 27,332 $106K
Truist Financial Corp. 0.00% Reduce -69.4% 27,061 $105K
Harbour Investments, Inc. 0.00% Add +7.6% 26,724 $104K
Laird Norton Wetherby Wealth Management, LLC 0.00% Reduce -6.7% 26,702 $104K
Integrated Wealth Concepts LLC 0.00% Add +12.0% 26,132 $101K
Moors & Cabot, Inc. 0.01% No change 25,750 $100K
Avantax Advisory Services, Inc. 0.00% Add +3.0% 25,687 $100K
Aviva PLC 0.00% No change 25,091 $97K
Meiji Yasuda Asset Management Co Ltd. 0.00% Add +16.1% 24,765 $96K
Tiaa Trust, National Association 0.00% Reduce -38.3% 24,543 $95K
J.W. Cole Advisors, Inc. 0.00% Add +2.3% 24,370 $95K
Glenmede Trust Co. NA 0.00% Add +13.2% 24,371 $95K
Regions Financial Corp. 0.00% New 24,178 $94K
ArrowMark Colorado Holdings LLC 0.00% No change 23,700 $92K
Mission Wealth Management, LP 0.00% Reduce -13.7% 23,459 $91K
GM Advisory Group, LLC 0.01% Add +4.5% 23,003 $89K
Lazard Asset Management LLC 0.00% Add +47.3% 22,999 $89K
Prime Capital Investment Advisors, LLC 0.00% Reduce -1.4% 22,870 $89K
Landscape Capital Management, L.L.C. 0.01% New 22,749 $88K
MAI Capital Management 0.00% Reduce -1.5% 22,570 $88K
Sherbrooke Park Advisers LLC 0.02% New 22,371 $87K
Baker Avenue Asset Management, LP 0.00% Add +0.1% 22,327 $87K
Westshore Wealth, LLC 0.04% No change 22,050 $86K
Brown Advisory Inc. 0.00% New 22,019 $85K
Transcend Capital Advisors, LLC 0.01% Reduce -4.4% 21,937 $85K
Townsquare Capital LLC 0.00% Add +5.5% 21,708 $84K
Bleakley Financial Group, LLC 0.00% Reduce -2.8% 21,668 $84K
Simplicity Wealth,LLC 0.00% New 21,668 $84K
Signaturefd, LLC 0.00% Reduce -24.1% 21,592 $84K
Fisher Asset Management 0.00% Add +52.8% 21,461 $83K
NorthCrest Asset Manangement, LLC 0.00% Add +0.4% 20,902 $81K
Advisory Services Network, LLC 0.00% Add +0.0% 20,872 $81K
Cassaday & Co Wealth Management LLC 0.00% No change 20,460 $79K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Add +152.5% 20,460 $79K
Traynor Capital Management, Inc. 0.01% Reduce -4.6% 20,360 $79K
First Trust Direct Indexing L.P. 0.01% Reduce -22.6% 20,194 $78K
Consolidated Capital Management, LLC 0.04% No change 20,000 $78K
Next Level Private LLC 0.04% No change 20,000 $78K
Torno Capital, LLC 0.02% No change 20,000 $78K
Arnhold LLC 0.01% No change 20,000 $78K
IFG Advisory, LLC 0.01% Add +47.9% 20,000 $78K
Pitcairn Co. 0.01% Add +33.7% 19,994 $78K
Forum Financial Management, LP 0.00% Add +11.1% 19,977 $78K
Meridian Financial Partners LLC 0.10% No change 24,347 $77K
OVERSEA-CHINESE BANKING Corp Ltd 0.00% New 19,738 $76K
Drive Wealth Management, LLC 0.02% Add +2.1% 19,614 $76K
Teacher Retirement System of Texas 0.00% Reduce -45.1% 19,524 $76K
Ionic Capital Management LLC 0.06% Reduce -80.4% 19,578 $76K
Parallel Advisors, LLC 0.00% Reduce -4.6% 19,547 $76K
Procyon Advisors, LLC 0.01% Add +0.5% 19,405 $75K
Lido Advisors, LLC 0.00% Reduce -49.4% 19,309 $75K
Mackenzie Financial Corp. 0.00% No change 19,169 $74K
Choreo, LLC 0.00% Add +16.6% 19,017 $74K
Hudson Bay Capital Management LP 0.00% New 18,822 $73K
Ibex Wealth Advisors 0.02% — 12,500 $73K
CMG Global Holdings, LLC 0.05% No change 18,780 $73K
Compound Planning, Inc. 0.01% Add +15.7% 18,749 $73K
Headlands Technologies LLC 0.02% Reduce -80.0% 18,679 $72K
New England Professional Planning Group Inc. 0.04% Add +0.0% 18,612 $72K
Strategic Family Wealth Counselors, L.L.C. 0.03% No change 18,482 $72K
Silverlake Wealth Management LLC 0.04% No change 18,300 $71K
Level Four Advisory Services, LLC 0.00% Reduce -0.8% 12,933 $71K
HBK Sorce Advisory LLC 0.00% Add +47.5% 18,070 $70K
Vestcor Inc 0.00% No change 18,088 $70K
AE Wealth Management LLC 0.00% Reduce -76.9% 17,870 $69K
Wealthcare Advisory Partners LLC 0.00% New 17,428 $68K
Commerce Bank 0.00% No change 17,402 $68K
Pacific Global Investment Management Co. 0.01% No change 17,369 $67K
Blair William & Co. 0.00% Reduce -1.7% 17,338 $67K
China Universal Asset Management Co., Ltd. 0.01% Add +125.1% 17,332 $67K
Norden Group LLC 0.01% Add +18.1% 17,228 $67K
Rehmann Capital Advisory Group 0.01% Add +0.0% 17,213 $67K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 21,265 $67K
Checchi Capital Advisers, LLC 0.01% Reduce -2.9% 16,965 $66K
D.A. Davidson & Co. 0.00% Add +0.1% 16,961 $66K
Genesee Capital Advisors, LLC 0.03% Add +0.3% 16,381 $64K
Certified Advisory Corp 0.01% Add +0.1% 16,315 $63K
Main Street Group, LTD 0.03% Add +3.1% 16,500 $63K
Founders Financial Alliance, LLC 0.02% Add +4.5% 16,270 $63K
Bedel Financial Consulting, Inc. 0.01% No change 16,030 $62K
Perigon Wealth Management, LLC 0.00% Reduce -13.3% 16,004 $62K
Prospera Financial Services Inc 0.00% Add +8.6% 15,827 $61K
Ellis Investment Partners, LLC 0.01% Add +0.6% 15,641 $61K
Quantum Financial Advisors, LLC 0.01% Add +36.8% 15,553 $60K
SPC Financial, Inc. 0.01% No change 15,500 $60K
Wedbush Securities Inc. 0.00% Add +24.2% 15,528 $60K
InterOcean Capital Group, LLC 0.00% No change 15,397 $60K
Stratos Wealth Advisors, LLC 0.00% Add +0.1% 15,212 $59K
Evanson Asset Management, LLC 0.00% Add +0.1% 15,038 $58K
Equitec Proprietary Markets, LLC 0.10% New 15,000 $58K
FSA Advisors, Inc. 0.06% No change 15,000 $58K
Patron Partners, LLC 0.04% No change 15,000 $58K
Hancock Whitney Corp. 0.00% No change 15,000 $58K
Bryn Mawr Trust Advisors, LLC 0.00% No change 14,910 $58K
Atria Wealth Solutions, Inc. 0.00% Add +0.7% 14,891 $58K
Stephens Consulting, LLC 0.02% No change 14,750 $57K
B. Metzler seel. Sohn & Co. AG 0.00% No change 14,701 $57K
HB Wealth Management, LLC 0.00% Reduce -24.1% 14,687 $57K
Composition Wealth, LLC 0.00% Add +0.9% 14,651 $57K
OneDigital Investment Advisors LLC 0.00% Add +15.5% 14,504 $56K
XML Financial, LLC 0.01% Add +0.5% 14,449 $56K
Laird Norton Wetherby Trust Company, LLC 0.01% No change 14,315 $56K
Marcum Wealth, LLC 0.01% Add +0.0% 14,291 $55K
Cahaba Wealth Management, Inc. 0.01% Add +1.2% 14,210 $55K
Alpha Family Trust 0.03% New 14,205 $55K
Allworth Financial LP 0.00% Reduce -5.5% 14,020 $54K
Signal Advisors Wealth, LLC 0.01% Add +1.5% 14,019 $54K
Sivia Capital Partners, LLC 0.04% Reduce -0.8% 13,997 $54K
Modern Wealth Management, LLC 0.01% Add +2.5% 13,961 $54K
ZWJ Investment Counsel Inc. 0.00% No change 13,835 $54K
Five Oceans Advisors 0.03% New 13,509 $52K
Quaker Wealth Management, LLC 0.02% Add +0.6% 13,439 $52K
Traphagen Investment Advisors LLC 0.01% Add +3.5% 13,426 $52K
Valeo Financial Advisors, LLC 0.00% New 16,359 $52K
Steigerwald, Gordon & Koch Inc. 0.01% No change 13,288 $52K
Focus Partners Wealth 0.00% New 16,798 $51K
Capital Investment Counsel, Inc 0.01% Add +23.6% 13,100 $51K
Daiichi Life Insurance Co., Ltd. 0.00% No change 12,955 $50K
Symmetry Partners, LLC 0.00% No change 12,767 $50K
Crossmark Global Holdings, Inc. 0.00% No change 12,789 $50K
Maripau Wealth Management LLC 0.04% New 12,869 $50K
Evergreen Capital Management LLC 0.00% Reduce -39.8% 12,668 $49K
Hamilton Capital, LLC 0.00% Reduce -0.3% 12,595 $49K
MetLife Investment Management, LLC 0.00% Add +0.2% 12,565 $49K
Empowered Funds, LLC 0.00% New 12,444 $48K
HighPoint Advisor Group LLC 0.00% Reduce -9.4% 15,391 $48K
Investment Management Corp of Ontario 0.00% Reduce -31.2% 12,348 $48K
Foster Victor Wealth Advisors, LLC 0.00% New 14,300 $48K
Prairiewood Capital, LLC 0.02% New 12,196 $47K
Carmichael Hill & Associates, Inc. 0.02% Reduce -0.3% 12,141 $47K
Greenwood Capital Associates LLC 0.01% Reduce -33.3% 12,120 $47K
Bard Financial Services, Inc. 0.01% No change 12,100 $47K
Ridgecrest Wealth Partners, LLC 0.03% No change 12,000 $47K
Quad-Cities Investment Group, LLC 0.03% Reduce -31.4% 12,000 $47K
Independent Financial Group, LLC 0.00% New 11,900 $46K
Abound Wealth Management 0.02% Add +0.1% 11,652 $45K
Mengis Capital Management, Inc. 0.01% New 11,487 $45K
Palumbo Wealth Management LLC 0.02% Add +0.6% 11,333 $44K
Kingswood Wealth Advisors, LLC 0.01% No change 11,200 $43K
Sound Income Strategies, LLC 0.00% Add +0.2% 11,190 $43K
Mgo One Seven LLC 0.00% Reduce -0.4% 11,190 $43K
Successful Portfolios LLC 0.03% Reduce -1.5% 11,072 $43K
DLD Asset Management, LP 0.11% No change 11,000 $43K
Indie Asset Partners, LLC 0.04% No change 11,000 $43K
Fidelis Capital Partners, LLC 0.01% Reduce -20.3% 10,985 $43K
WNY Asset Management, LLC 0.01% No change 10,905 $42K
Convergence Investment Partners, LLC 0.02% Reduce -0.3% 10,922 $42K
Sovereign Financial Group, Inc. 0.01% Add +0.1% 10,821 $42K
UniSuper Management Pty Ltd 0.00% Add +100.0% 10,800 $42K
Clarius Group, LLC 0.00% Reduce -7.7% 10,731 $42K
Sigma Planning Corp 0.00% New 10,710 $42K
Bouchey Financial Group, Ltd. 0.00% No change 10,503 $41K
Ostrum Asset Management 0.00% No change 10,446 $41K
Gladstone Institutional Advisory LLC 0.00% Add +1.4% 10,437 $40K
LifeGuide Financial Advisors, LLC 0.02% No change 10,339 $40K
Equitable Holdings, Inc. 0.00% Reduce -95.2% 10,305 $40K
Moulton Wealth Management, Inc. 0.04% New 10,237 $40K
Satovsky Asset Management LLC 0.01% New 10,216 $40K
Taurus Asset Management, LLC 0.00% No change 10,200 $40K
DRW Securities, LLC 0.00% New 10,188 $40K
Horizon Wealth Management, LLC 0.01% Add +0.6% 10,167 $39K
Graypoint LLC 0.00% New 10,047 $39K
Sequent Planning LLC 0.01% — 10,018 $39K
Keynote Financial Services LLC 0.03% — 10,000 $39K
Capital Wealth Alliance, LLC 0.02% No change 10,000 $39K
Stokes Family Office, LLC 0.00% No change 10,000 $39K
Avenir Corp. 0.00% No change 10,000 $39K
Huntington National Bank 0.00% Add +14.7% 9,993 $39K
Spire Wealth Management 0.00% Add +0.0% 9,477 $37K
Lindbrook Capital, LLC 0.00% Reduce -25.5% 9,351 $36K
ICA Group Wealth Management, LLC 0.01% Add +5.8% 9,200 $36K
Quadrant Capital Group LLC 0.00% Reduce -20.1% 8,945 $35K
Westpac Banking Corp. 0.00% Reduce -74.0% 8,490 $33K
CIBC Private Wealth Group LLC 0.00% New 8,460 $32K
V-Square Quantitative Management LLC 0.00% No change 7,990 $31K
First PREMIER Bank 0.01% New 8,000 $31K
Monetary Management Group Inc. 0.01% No change 7,900 $31K
Hollencrest Capital Management 0.00% No change 7,290 $28K
Arax Advisory Partners 0.00% No change 7,250 $28K
First United Bank & Trust 0.01% No change 6,780 $26K
Truvestments Capital LLC 0.01% No change 5,873 $23K
Belvedere Trading LLC 0.00% New 5,863 $23K
CoreCap Advisors, LLC 0.00% New 5,494 $21K
Harbor Investment Advisory, LLC 0.00% No change 5,460 $21K
Caption Management, LLC 0.00% Add +184.2% 5,400 $21K
Bangor Savings Bank 0.00% No change 5,000 $19K
Farmers & Merchants Investments Inc. 0.00% No change 4,600 $18K
Plante Moran Financial Advisors, LLC 0.00% No change 4,500 $17K
Sachetta, LLC 0.01% No change 3,013 $16K
Front Row Advisors LLC 0.01% No change 4,235 $16K
JFS Wealth Advisors, LLC 0.00% Add +23.1% 4,229 $16K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4,200 $16K
Credit Agricole S A 0.00% New 5,073 $16K
Concourse Financial Group Securities, Inc. 0.00% No change 4,000 $16K
Comerica Bank 0.00% Reduce -24.7% 3,975 $15K
Global X Japan Co., Ltd. 0.00% New 3,944 $15K
Bfsg, LLC 0.00% Add +9.3% 3,825 $15K
Central Bank & Trust Co. 0.00% No change 3,700 $14K
Catalyst Capital Advisors LLC 0.00% Add +1.4% 3,658 $14K
Covestor Ltd 0.01% Add +0.2% 3,624 $14K
Tsfg, LLC 0.00% Reduce -7.9% 3,500 $14K
Kozak & Associates, Inc. 0.00% Add +0.6% 4,301 $13K
Lanark Financial, Inc. 0.00% Add +127.8% 3,565 $13K
Sugarloaf Wealth Management, LLC 0.00% Add +0.4% 3,267 $13K
GAMMA Investing LLC 0.00% Reduce -1.3% 3,184 $12K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -1.9% 3,119 $12K
AdvisorNet Financial, Inc 0.00% Reduce -10.3% 3,050 $12K
Creative Financial Designs Inc. 0.00% No change 3,000 $12K
Geneos Wealth Management Inc. 0.00% No change 2,987 $12K
Global Assets Advisory, LLC 0.01% New 3,000 $11K
CI Investments Inc. 0.00% Add +8.7% 2,732 $11K
Citadel Advisors 0.00% Reduce -73.9% 2,796 $11K
Bruce G. Allen Investments, LLC 0.01% No change 2,790 $11K
Cedar Mountain Advisors, LLC 0.00% No change 2,744 $11K
Prestige Wealth Management Group LLC 0.00% No change 2,608 $10K
Bank of New Hampshire 0.00% No change 2,500 $10K
Beacon Capital Management, LLC 0.00% No change 2,500 $10K
Private Trust Co. NA 0.00% Add +25.0% 2,497 $10K
Optiver Holding B.V. 0.00% New 2,479 $10K
Glen Eagle Advisors, LLC 0.00% Add +22.1% 2,443 $9K
CENTRAL TRUST Co 0.00% No change 2,390 $9K
Ancora Advisors LLC 0.00% No change 2,320 $9K
Laurel Wealth Advisors LLC 0.00% No change 2,300 $9K
Salomon & Ludwin, LLC 0.00% Reduce -5.0% 2,280 $9K
Clearstead Advisors, LLC 0.00% Add +588.4% 2,795 $9K
Global Retirement Partners, LLC 0.00% Reduce -30.3% 2,228 $9K
SOA Wealth Advisors, LLC. 0.00% Add +0.6% 2,183 $8K
Avondale Wealth Management 0.01% No change 2,034 $8K
Principal Securities, Inc. 0.00% Reduce -3.3% 2,024 $8K
Key Financial Inc 0.00% No change 2,016 $8K
Chesapeake Asset Management LLC 0.01% No change 2,000 $8K
Trivant Custom Portfolio Group, LLC 0.00% No change 2,000 $8K
1832 Asset Management L.P. 0.00% No change 1,979 $8K
Bogart Wealth, LLC 0.00% No change 1,834 $7K
Scarborough Advisors, LLC 0.00% No change 1,804 $7K
Avion Wealth 0.00% No change 1,584 $7K
First Manhattan Co. Llc. 0.00% Add +21.3% 1,751 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,692 $7K
Whittier Trust Co. of Nevada Inc. 0.00% Add +44.8% 1,674 $6K
Archer Investment Corp 0.00% Add +0.4% 1,625 $6K
Atticus Wealth Management, LLC 0.00% Add +0.4% 1,591 $6K
Westside Investment Management, Inc. 0.00% Reduce -23.2% 1,575 $6K
Cutler Group LLC / CA 0.00% New 1,688 $6K
Cypress Capital Management LLC (WY) 0.01% No change 1,500 $6K
Bokf, NA 0.00% Reduce -2.9% 1,500 $6K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 1,467 $6K
EverSource Wealth Advisors, LLC 0.00% Reduce -34.5% 1,930 $6K
Carolina Wealth Advisors, LLC 0.00% No change 1,330 $5K
Kelly Financial Services LLC 0.00% No change 1,325 $5K
Larson Financial Group LLC 0.00% Add +0.5% 1,316 $5K
Clear Point Advisors Inc. 0.00% Add +0.3% 1,240 $5K
Continuum Advisory, LLC 0.00% New 1,559 $5K
New England Capital Financial Advisors LLC 0.00% No change 1,100 $4K
Frazier Financial Advisors, LLC 0.00% Reduce -60.0% 1,081 $4K
Colonial Trust Advisors 0.00% No change 1,020 $4K
CGC Financial Services, LLC 0.00% No change 1,000 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 1,000 $4K
Nemes Rush Group LLC 0.00% No change 1,000 $4K
Arrow Financial Corp 0.00% No change 1,000 $4K
Delta Asset Management LLC 0.00% No change 1,000 $4K
St Germain D J Co. Inc. 0.00% No change 1,000 $4K
Blue Trust, Inc. 0.00% Reduce -18.7% 967 $4K
Towne Trust Company, N.A 0.00% New 960 $4K
GPS Wealth Strategies Group, LLC 0.00% New 936 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 920 $4K
Altshuler Shaham Ltd 0.00% New 889 $3K
Albion Financial Group 0.00% No change 875 $3K
Rakuten Securities, Inc. 0.00% Add +19950.0% 802 $3K
Blue Bell Private Wealth Management, LLC 0.00% Add +14.3% 800 $3K
Evermay Wealth Management LLC 0.00% No change 800 $3K
Benjamin F. Edwards & Company, Inc. 0.00% No change 665 $3K
Pineridge Advisors LLC 0.00% No change 720 $3K
Deseret Mutual Benefit Administrators 0.00% Reduce -31.7% 697 $3K
Institutional & Family Asset Management, LLC 0.00% No change 690 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 683 $3K
MCF Advisors LLC 0.00% New 618 $2K
Copeland Capital Management, LLC 0.00% No change 589 $2K
American National Bank & Trust 0.00% Reduce -92.5% 566 $2K
Farther Finance Advisors, LLC 0.00% Add +2.9% 527 $2K
City State Bank 0.00% New 500 $2K
Coston, McIsaac & Partners 0.00% No change 550 $2K
Smithfield Trust Co 0.00% No change 396 $2K
Quent Capital, LLC 0.00% No change 512 $2K
Retirement Group, LLC 0.00% No change 500 $2K
SRH Advisors, LLC 0.00% No change 425 $2K
SJS Investment Consulting Inc. 0.00% Add +68.0% 415 $2K
First Pacific Financial 0.00% Add +40.7% 401 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +178.9% 357 $1K
TD Waterhouse Canada Inc. 0.00% Add +200.0% 300 $1K
Voisard Asset Management Group, Inc. 0.00% No change 310 $1K
LGT Financial Advisors LLC 0.00% No change 305 $1K
MidAtlantic Capital Management, Inc. 0.00% No change 300 $1K
Highlander Capital Management, LLC 0.00% No change 300 $1K
Hexagon Capital Partners LLC 0.00% No change 300 $1K
Elequin Capital, LP 0.00% New 290 $1K
Valley National Advisers Inc. 0.00% Reduce -96.5% 409 $1K
Capital Analysts, LLC 0.00% No change 200 $1K
North Star Investment Management Corp. 0.00% No change 250 $970
Jones Financial Companies LLLP 0.00% No change 250 $970
Whittier Trust Co. 0.00% Reduce -67.5% 250 $970
Parkside Financial Bank & Trust 0.00% Reduce -89.2% 246 $955
Kiely Wealth Advisory Group, Inc. 0.00% New 300 $942
Cape Investment Advisory, Inc. 0.00% No change 206 $799
Versant Capital Management, Inc 0.00% Reduce -25.1% 206 $799
Carolinas Wealth Consulting LLC 0.00% No change 206 $799
Planning Capital Management Corp 0.00% No change 200 $776
Pathway Financial Advisers, LLC 0.00% Add +0.5% 193 $750
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 170 $660
Tyler-Stone Wealth Management 0.00% Reduce -80.2% 165 $639
Wolff Wiese Magana LLC 0.00% No change 150 $582
Cassady Schiller Wealth Management, LLC 0.00% No change 150 $582
Horizons Wealth Management 0.00% No change 95 $520
True Wealth Design, LLC 0.00% Add +77.3% 133 $517
FinTrust Capital Advisors, LLC 0.00% No change 118 $458
POM Investment Strategies, LLC 0.00% New 100 $388
Peoples Bank 0.00% No change 100 $388
M&R Capital Management Inc. 0.00% No change 100 $388
Riggs Asset Managment Co. Inc. 0.00% No change 100 $388
Johnson Financial Group, Inc. 0.00% New 100 $388
Rosenberg Matthew Hamilton 0.00% New 100 $383
Zions Bancorporation, N.A. 0.00% Reduce -68.8% 91 $353
Gradient Investments LLC 0.00% Reduce -97.1% 80 $310
Avior Wealth Management, LLC 0.00% New 68 $263
America First Investment Advisors, LLC 0.00% New 40 $155
Tidemark, LLC 0.00% No change 36 $140
Robinswood Financial LLC 0.00% No change 20 $76
Investors Research Corp 0.00% New 17 $66
Future Financial Wealth Managment LLC 0.00% New 10 $39
Cornerstone Planning Group LLC 0.00% Add +9.1% 12 $35
TFO Wealth Partners, LLC 0.00% No change 5 $19
Smartleaf Asset Management LLC 0.00% Add +150.0% 5 $19
Tucker Asset Management LLC 0.00% No change 4 $16
Clear Street LLC 0.00% New 2 $8
Caldwell Sutter Capital, Inc. 0.00% No change 1 $4
Valley Wealth Managers, Inc. 0.00% No change 1 $3

"% of holder's portfolio" is SIRI's weight in each manager's 13F, not the share of Sirius XM Holdings Inc. the manager owns.