Sirius XM HoldingsSIRI
13F holders, Q4 2024 (December 31)549holders +56
105new positions
88sold out
8famous investors
$22.80avg. 13F price*
At the end of Q4 2024, 549 institutions reported holding Sirius XM Holdings Inc. (SIRI) in their 13F filings, up 56 from Q3 2024. 105 opened new positions and 88 sold out. The largest holders were Berkshire Hathaway ($2.7B), Vanguard Group Inc. ($490.1M) and BlackRock, Inc. ($216.9M). 8 famous investors held it, including Warren Buffett (1.0% of Berkshire Hathaway's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Sirius XM Holdings Inc.
- CUSIP
- 829933100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $301.8M |
| Exits | 88 | $315.0M |
All 13F filers, Q3 2024 → Q4 2024: 38,369,914 shares bought and 32,206,389 shares sold, net +6,163,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 549 holders
| Berkshire Hathaway | 1.00% | Add +11.7% | 117,468,573 | $2.7B |
| Vanguard Group Inc. | 0.01% | Reduce -7.1% | 21,497,447 | $490.1M |
| BlackRock, Inc. | 0.00% | Reduce -0.4% | 9,512,424 | $216.9M |
| JPMorgan Chase & Co. | 0.02% | Reduce -8.6% | 9,307,193 | $212.2M |
| FPR Partners LLC | 15.92% | Reduce -0.4% | 6,352,520 | $144.8M |
| Geode Capital Management, LLC | 0.01% | Add +4.1% | 3,914,785 | $89.3M |
| State Street Corp. | 0.00% | Reduce -11.9% | 3,744,060 | $85.4M |
| Impactive Capital LP | 3.26% | New | 3,487,601 | $79.5M |
| D. E. Shaw & Co. | 0.08% | Add +6503.3% | 3,052,287 | $69.6M |
| Smead Capital Management, Inc. | 0.95% | New | 2,680,495 | $61.1M |
| UBS Group AG | 0.01% | Add +166.4% | 2,450,991 | $55.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -6.3% | 2,401,590 | $54.8M |
| Morgan Stanley | 0.00% | Add +11.0% | 2,276,509 | $51.9M |
| Seizert Capital Partners, LLC | 2.34% | Add +16.3% | 2,269,616 | $51.7M |
| LSV Asset Management | 0.12% | New | 2,260,300 | $51.5M |
| Thompson Siegel & Walmsley LLC | 0.81% | Reduce -21.1% | 2,254,705 | $51.4M |
| Brandywine Global Investment Management, LLC | 0.37% | Add +7.3% | 2,218,017 | $50.6M |
| Epoch Investment Partners, Inc. | 0.23% | Add +43.3% | 2,068,251 | $47.2M |
| Ameriprise Financial Inc. | 0.01% | Add +69.3% | 1,651,891 | $37.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.9% | 1,577,572 | $36.0M |
| Weitz Investment Management, Inc. | 1.72% | Add +16.1% | 1,465,500 | $33.4M |
| Russell Investments Group, Ltd. | 0.04% | Add +13.7% | 1,424,779 | $32.5M |
| Northern Trust Corp. | 0.00% | Add +5.8% | 1,309,442 | $29.9M |
| Alberta Investment Management Corp | 0.20% | Add +2.9% | 1,272,526 | $29.0M |
| Norges Bank | 0.00% | Reduce -44.4% | 1,239,874 | $28.3M |
| Doma Perpetual Capital Management LLC | 13.86% | Add +5.5% | 1,221,898 | $27.9M |
| Susquehanna International Group, LLP | 0.04% | Reduce -68.3% | 1,217,336 | $27.8M |
| Check Capital Management Inc. | 1.73% | Add +597.7% | 1,145,731 | $26.1M |
| Wittenberg Investment Management, Inc. | 10.11% | Reduce -11.5% | 1,122,086 | $25.6M |
| Private Management Group Inc. | 0.75% | Add +59.2% | 916,353 | $20.9M |
| HBK Investments L P | 0.48% | Add +4.2% | 906,666 | $20.7M |
| Empyrean Capital Partners, LP | 1.16% | No change | 905,623 | $20.6M |
| Jane Street Group, LLC | 0.03% | Add +56.5% | 900,645 | $20.5M |
| First Trust Advisors LP | 0.02% | Reduce -20.0% | 883,081 | $20.1M |
| TD Asset Management Inc | 0.02% | Add +50.6% | 860,398 | $19.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.9% | 855,288 | $19.5M |
| Raymond James Financial Inc. | 0.01% | — | 850,193 | $19.4M |
| Ensign Peak Advisors, Inc | 0.03% | New | 835,621 | $19.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +76.7% | 833,202 | $19.0M |
| Bislett Management, LLC | 13.23% | Reduce -8.9% | 819,962 | $18.7M |
| S&co Inc. | 1.21% | Add +0.2% | 780,270 | $17.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.5% | 738,542 | $16.8M |
| Gabelli Funds LLC | 0.12% | Reduce -22.2% | 712,676 | $16.2M |
| Citigroup Inc. | 0.02% | Add +428.1% | 685,323 | $15.6M |
| Penn Davis McFarland Inc. | 1.65% | Reduce -2.3% | 664,837 | $15.2M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -48.0% | 650,722 | $14.8M |
| AQR Capital Management | 0.02% | Add +61.3% | 631,648 | $14.4M |
| Legal & General Group Plc | 0.00% | Reduce -16.6% | 616,469 | $14.1M |
| Nuveen Asset Management, LLC | 0.00% | Add +20.6% | 599,357 | $13.7M |
| GAMCO Investors | 0.12% | Reduce -2.7% | 509,992 | $11.6M |
| Capital Management Corp. | 2.03% | New | 497,332 | $11.3M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Add +27.1% | 469,863 | $10.7M |
| Pentwater Capital Management LP | 0.18% | Reduce -34.1% | 450,000 | $10.3M |
| Bank of America Corp. | 0.00% | Reduce -18.8% | 446,394 | $10.2M |
| Gotham Asset Management | 0.10% | Add +123.6% | 442,679 | $10.1M |
| Hi-Line Capital Management, LLC | 4.35% | Reduce -2.0% | 436,365 | $9.9M |
| Swiss National Bank | 0.01% | Add +0.3% | 433,585 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +62.7% | 409,427 | $9.3M |
| HRT Financial LP | 0.05% | Add +60.6% | 407,858 | $9.3M |
| Barclays PLC | 0.00% | Add +26.5% | 393,092 | $9.0M |
| Cadence Bank | 0.60% | New | 389,964 | $8.9M |
| Whitebox Advisors LLC | 1.48% | Reduce -68.0% | 376,735 | $8.6M |
| First Manhattan Co. Llc. | 0.02% | No change | 357,285 | $8.1M |
| Canada Pension Plan Investment Board | 0.01% | New | 354,200 | $8.1M |
| Wells Fargo & Company | 0.00% | Reduce -14.2% | 350,514 | $8.0M |
| Millennium Management | 0.01% | Reduce -44.7% | 345,659 | $7.9M |
| Towerview LLC | 5.49% | No change | 335,300 | $7.6M |
| Readystate Asset Management LP | 0.57% | Add +20.9% | 326,152 | $7.4M |
| Aequim Alternative Investments LP | 4.34% | No change | 293,124 | $6.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 291,863 | $6.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -6.4% | 285,701 | $6.5M |
| LMR Partners LLP | 0.14% | New | 277,805 | $6.3M |
| Helix Partners Management LP | 3.48% | — | 276,375 | $6.3M |
| Hall Kathryn A. | 3.35% | No change | 262,033 | $6.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -11.5% | 259,602 | $5.9M |
| Rhumbline Advisers | 0.01% | Reduce -12.5% | 257,993 | $5.9M |
| Invesco Ltd. | 0.00% | Reduce -7.6% | 251,211 | $5.7M |
| Elgethun Capital Management | 1.38% | Add +1.7% | 249,088 | $5.7M |
| Citadel Advisors | 0.01% | Reduce -90.6% | 236,780 | $5.4M |
| State of Alaska, Department of Revenue | 0.06% | Add +21.2% | 234,242 | $5.3M |
| Wilmington Savings Fund Society, FSB | 0.10% | No change | 232,086 | $5.3M |
| Squarepoint Ops LLC | 0.01% | Add +543.4% | 227,594 | $5.2M |
| Group One Trading LLC | 0.17% | Reduce -39.8% | 218,461 | $5.0M |
| SRH Advisors, LLC | 1.39% | Reduce -0.3% | 206,117 | $4.7M |
| California State Teachers Retirement System | 0.01% | Add +31.2% | 205,885 | $4.7M |
| Illinois Municipal Retirement Fund | 0.06% | Reduce -18.2% | 200,997 | $4.6M |
| Bastion Asset Management Inc. | 2.86% | — | 175,580 | $4.3M |
| Korea Investment CORP | 0.01% | Reduce -18.8% | 184,150 | $4.2M |
| Man Group plc | 0.01% | Add +1002.9% | 182,331 | $4.2M |
| Invenomic Capital Management LP | 0.23% | New | 178,908 | $4.1M |
| Ninety One UK Ltd | 0.01% | New | 177,111 | $4.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 176,848 | $4.0M |
| Deutsche Bank AG | 0.00% | Reduce -43.9% | 170,972 | $3.9M |
| FMR LLC | 0.00% | Reduce -65.7% | 170,644 | $3.9M |
| Redwood Investment Management, LLC | 0.36% | New | 163,129 | $3.7M |
| BCK Capital Management LP | 2.65% | Reduce -71.2% | 160,423 | $3.7M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -60.5% | 157,399 | $3.6M |
| ArrowMark Colorado Holdings LLC | 0.05% | Reduce -37.3% | 154,327 | $3.5M |
| Advisors Asset Management, Inc. | 0.06% | Add +75.8% | 148,400 | $3.4M |
| Empowered Funds, LLC | 0.05% | New | 146,162 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.3% | 144,585 | $3.3M |
| Simplex Trading, LLC | 0.09% | Reduce -64.8% | 140,381 | $3.2M |
| Kirr Marbach & Co. LLC | 0.69% | Reduce -2.9% | 139,890 | $3.2M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Add +383152.8% | 137,971 | $3.1M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 135,291 | $3.1M |
| FNY Investment Advisers, LLC | 1.62% | Add +3.4% | 135,017 | $3.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.4% | 133,686 | $3.0M |
| Verition Fund Management LLC | 0.02% | Add +171.2% | 133,387 | $3.0M |
| swisspartners Advisors Ltd | 3.24% | Add +4.3% | 145,478 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.8% | 130,805 | $3.0M |
| AQR Arbitrage LLC | 0.12% | New | 126,945 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +44.0% | 126,486 | $2.9M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -0.9% | 125,407 | $2.9M |
| Schwerin Boyle Capital Management Inc. | 0.28% | No change | 120,103 | $2.7M |
| APG Asset Management N.V. | 0.01% | New | 123,300 | $2.7M |
| Penserra Capital Management LLC | 0.05% | Add +86.2% | 114,184 | $2.6M |
| Algert Global LLC | 0.06% | Add +103.0% | 114,102 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -9.3% | 111,003 | $2.6M |
| Inlight Wealth Management, LLC | 1.48% | — | 112,268 | $2.6M |
| Employees Retirement System of Texas | 0.03% | No change | 110,910 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +63.4% | 108,953 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +262.7% | 104,676 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -88.0% | 104,149 | $2.4M |
| LPL Financial LLC | 0.00% | Add +43.9% | 103,960 | $2.4M |
| Toronto Dominion Bank | 0.00% | New | 103,269 | $2.4M |
| Weiss Asset Management LP | 0.07% | Add +92.1% | 102,992 | $2.3M |
| Creative Planning | 0.00% | Reduce -7.6% | 101,274 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.2% | 99,859 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +42.8% | 99,595 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -27.5% | 96,418 | $2.2M |
| CI Investments Inc. | 0.01% | Reduce -13.4% | 94,739 | $2.2M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -11.3% | 94,607 | $2.2M |
| Quadrature Capital Ltd | 0.04% | Add +38.9% | 93,598 | $2.1M |
| Jump Financial, LLC | 0.05% | Reduce -26.0% | 91,600 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -12.6% | 87,932 | $2.0M |
| Sheaff Brock Investment Advisors, LLC | 0.17% | Add +0.0% | 86,070 | $2.0M |
| Legato Capital Management LLC | 0.25% | Add +21.9% | 85,500 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +15.6% | 83,439 | $1.9M |
| Alaska Permanent Fund Corp | 0.03% | No change | 78,979 | $1.8M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 78,448 | $1.8M |
| Helium Advisors LLC | 1.38% | — | 76,552 | $1.7M |
| Edgestream Partners, L.P. | 0.07% | New | 75,655 | $1.7M |
| Aire Advisors, LLC | 0.35% | Add +150.6% | 75,398 | $1.7M |
| Hudson Bay Capital Management LP | 0.01% | Reduce -51.0% | 75,000 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +8.3% | 74,971 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | New | 74,391 | $1.7M |
| Camelot Portfolios, LLC | 1.83% | Reduce -13.2% | 74,344 | $1.7M |
| Capital Fund Management S.A. | 0.02% | Reduce -8.7% | 73,176 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.6% | 73,038 | $1.7M |
| Marathon Trading Investment Management LLC | 0.27% | Reduce -62.4% | 71,365 | $1.6M |
| Shay Capital LLC | 0.39% | Reduce -9.8% | 70,153 | $1.6M |
| Nomura Holdings Inc. | 0.01% | Add +243.2% | 67,697 | $1.5M |
| Ieq Capital, LLC | 0.01% | New | 67,579 | $1.5M |
| Storebrand Asset Management As | 0.00% | Reduce -22.8% | 67,000 | $1.5M |
| Wallace Capital Management Inc. | 0.21% | Reduce -4.9% | 66,589 | $1.5M |
| New South Capital Management Inc. | 0.06% | Reduce -2.8% | 66,576 | $1.5M |
| Bleichroeder LP | 0.38% | No change | 66,505 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +37.1% | 63,963 | $1.5M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -6.4% | 62,129 | $1.4M |
| Alpine Global Management, LLC | 0.48% | Reduce -38.4% | 61,581 | $1.4M |
| Credit Industriel Et Commercial | 0.49% | — | 60,385 | $1.4M |
| Sei Investments Co. | 0.00% | Reduce -2.2% | 58,570 | $1.3M |
| Amundi | 0.00% | Reduce -79.1% | 61,291 | $1.3M |
| HAP Trading, LLC | 0.44% | Reduce -65.0% | 57,898 | $1.3M |
| First Wilshire Securities Management Inc. | 0.35% | Reduce -8.3% | 56,845 | $1.3M |
| CW Advisors, LLC | 0.02% | New | 56,756 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +37.5% | 56,102 | $1.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -32.8% | 54,945 | $1.3M |
| Crestline Management, L.P. | 0.04% | New | 54,940 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | Add +7.3% | 53,061 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -31.0% | 51,459 | $1.2M |
| Aberdeen Group plc | 0.00% | Reduce -15.9% | 51,272 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +58.7% | 50,618 | $1.2M |
| Weaver C. Barksdale & Associates, Inc. | 1.10% | New | 50,309 | $1.1M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.4% | 49,709 | $1.1M |
| Solidarity Wealth, LLC | 0.29% | Reduce -11.3% | 48,401 | $1.1M |
| Knuff & Co LLC | 0.33% | New | 48,332 | $1.1M |
| Polianta Ltd | 0.52% | New | 47,600 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +3.4% | 47,124 | $1.1M |
| R.H. Dinel Investment Counsel, Inc. | 0.70% | Reduce -29.4% | 46,108 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -52.5% | 45,745 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | — | 45,458 | $1.0M |
| Royal Fund Management, LLC | 0.11% | New | 45,438 | $1.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -3.0% | 45,256 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +86.4% | 43,731 | $1.0M |
| Mork Capital Management, LLC | 0.65% | New | 43,200 | $985K |
| Aldebaran Capital, LLC | 0.94% | New | 43,113 | $983K |
| Hosking Partners LLP | 0.04% | Reduce -0.3% | 42,695 | $973K |
| Victory Capital Management Inc. | 0.00% | New | 41,480 | $946K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.8% | 40,821 | $931K |
| Comerica Bank | 0.00% | Add +12.0% | 39,723 | $906K |
| Ionic Capital Management LLC | 1.30% | Reduce -38.7% | 39,470 | $900K |
| Fox Run Management, L.L.C. | 0.16% | New | 39,302 | $896K |
| Clearstead Advisors, LLC | 0.01% | Reduce -24.1% | 38,360 | $875K |
| Lipe & Dalton | 0.46% | Reduce -14.5% | 38,000 | $866K |
| Balefire, LLC | 0.29% | Reduce -14.3% | 38,384 | $848K |
| Benjamin Edwards Inc. | 0.01% | New | 37,133 | $847K |
| Pin Oak Investment Advisors Inc. | 0.76% | No change | 35,523 | $840K |
| Cetera Investment Advisers | 0.00% | Add +36.4% | 36,413 | $830K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.2% | 36,338 | $829K |
| Mackenzie Financial Corp. | 0.00% | Add +28.4% | 36,275 | $827K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.4% | 35,458 | $808K |
| SG Americas Securities, LLC | 0.00% | Reduce -87.9% | 34,967 | $797K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -92.1% | 34,719 | $792K |
| Pictet Asset Management Holding SA | 0.00% | Add +14.2% | 34,035 | $776K |
| Tidal Investments LLC | 0.01% | New | 34,012 | $775K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.8% | 33,736 | $769K |
| Boston Partners | 0.00% | Add +32.5% | 33,620 | $767K |
| Caisse Des Depots Et Consignations | 0.04% | — | 32,483 | $741K |
| Cwm, LLC | 0.00% | Add +102.1% | 32,330 | $737K |
| Wolverine Trading, LLC | 0.02% | Add +114.3% | 31,678 | $722K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 31,382 | $716K |
| Evergreen Capital Management LLC | 0.02% | Reduce -4.4% | 29,690 | $677K |
| Two Sigma Investments, LP | 0.00% | New | 29,383 | $670K |
| Deuterium Capital Management, LLC | 1.75% | No change | 29,312 | $668K |
| DCM Advisors, LLC | 0.30% | No change | 28,137 | $642K |
| Oxford Asset Management LLP | 0.29% | Add +73.6% | 28,007 | $639K |
| Sage Investment Counsel LLC | 0.82% | — | 27,510 | $627K |
| Voya Investment Management LLC | 0.00% | Reduce -56.5% | 27,307 | $623K |
| Brighton Jones LLC | 0.02% | New | 27,277 | $622K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +94.9% | 26,925 | $614K |
| Nilsine Partners, LLC | 0.06% | New | 26,496 | $604K |
| Rehmann Capital Advisory Group | 0.04% | Add +18.5% | 25,788 | $588K |
| Ossiam | 0.01% | Add +11.8% | 24,901 | $568K |
| Krilogy Financial LLC | 0.04% | New | 24,418 | $557K |
| Waldron Private Wealth LLC | 0.02% | Reduce -2.2% | 24,319 | $554K |
| CSS LLC | 0.10% | Reduce -19.4% | 24,260 | $553K |
| Choate Investment Advisors | 0.01% | Reduce -0.0% | 23,615 | $538K |
| Savant Capital, LLC | 0.00% | Reduce -64.6% | 22,941 | $523K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -29.8% | 22,788 | $520K |
| Headlands Technologies LLC | 0.05% | Add +8.8% | 22,690 | $517K |
| Prelude Capital Management, LLC | 0.04% | Reduce -51.1% | 22,615 | $516K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.0% | 22,378 | $510K |
| Quaker Capital Investments, LLC | 0.18% | Reduce -44.5% | 20,937 | $477K |
| MML Investors Services, LLC | 0.00% | Reduce -2.8% | 20,875 | $476K |
| Corient Private Wealth LP | 0.00% | Reduce -33.8% | 20,875 | $476K |
| Yakira Capital Management, Inc. | 0.19% | Reduce -63.8% | 20,585 | $469K |
| Unified Investment Management | 0.53% | — | 20,540 | $468K |
| Teacher Retirement System of Texas | 0.00% | Reduce -67.3% | 20,322 | $463K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.4% | 20,154 | $460K |
| TD Private Client Wealth LLC | 0.01% | Add +27.9% | 20,061 | $457K |
| First Hawaiian Bank | 0.01% | New | 19,922 | $454K |
| Raffles Associates LP | 0.47% | No change | 19,194 | $438K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 18,308 | $417K |
| Intech Investment Management LLC | 0.00% | New | 18,288 | $417K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.5% | 18,213 | $415K |
| Centiva Capital, LP | 0.02% | Add +104.1% | 18,178 | $414K |
| Mariner, LLC | 0.00% | Reduce -3.6% | 17,602 | $401K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.07% | Reduce -91.6% | 17,454 | $398K |
| Equitec Proprietary Markets, LLC | 2.70% | Reduce -72.9% | 17,310 | $395K |
| Nebula Research & Development LLC | 0.05% | Add +31.6% | 17,235 | $393K |
| AlphaQuest LLC | 0.05% | Add +1.5% | 16,986 | $387K |
| Point72 Asset Management | 0.00% | New | 16,802 | $383K |
| Osaic Holdings, Inc. | 0.00% | Add +14.9% | 16,839 | $381K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -3.0% | 16,701 | $381K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 16,297 | $372K |
| Focus Partners Wealth | 0.00% | New | 16,274 | $371K |
| Northeast Financial Consultants Inc | 0.02% | Add +5.8% | 16,035 | $366K |
| Alhambra Investment Management LLC | 0.18% | Reduce -8.3% | 15,719 | $358K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,712 | $358K |
| Wealthspire Advisors, LLC | 0.00% | Add +4.3% | 15,686 | $358K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.9% | 16,502 | $356K |
| Hardy Reed LLC | 0.03% | New | 15,590 | $355K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +8.7% | 15,406 | $351K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +5.8% | 15,273 | $348K |
| Pathstone Holdings, LLC | 0.00% | Add +16.8% | 15,210 | $347K |
| Integrated Investment Consultants, LLC | 0.07% | Add +10.8% | 15,007 | $342K |
| Trust Investment Advisors | 0.22% | No change | 15,000 | $342K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.4% | 14,856 | $339K |
| IFP Advisors, Inc | 0.01% | Reduce -80.4% | 14,826 | $338K |
| Wedbush Securities Inc. | 0.01% | New | 14,739 | $336K |
| Supplemental Annuity Collective Trust of NJ | 0.10% | No change | 14,658 | $334K |
| EntryPoint Capital, LLC | 0.14% | New | 14,643 | $334K |
| Whittier Trust Co. | 0.00% | Reduce -4.4% | 14,567 | $332K |
| US Bancorp \de | 0.00% | Reduce -27.5% | 14,461 | $330K |
| Diametric Capital, LP | 0.22% | Reduce -72.7% | 14,440 | $329K |
| Proficio Capital Partners LLC | 0.03% | Add +5.9% | 14,258 | $325K |
| Prudential Financial Inc. | 0.00% | Reduce -16.3% | 12,047 | $321K |
| Highland Capital Management, LLC | 0.02% | New | 14,000 | $319K |
| Blueshift Asset Management, LLC | 0.12% | Add +30.1% | 13,820 | $315K |
| Keybank National Association | 0.00% | Reduce -3.3% | 13,707 | $313K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +135.6% | 13,690 | $312K |
| Bank of Montreal | 0.00% | New | 13,458 | $307K |
| PFG Investments, LLC | 0.02% | New | 13,285 | $303K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +19.9% | 13,230 | $301K |
| Mgo One Seven LLC | 0.01% | Add +2.6% | 13,148 | $300K |
| Guardian Wealth Management, Inc. | 0.20% | Reduce -55.1% | 13,009 | $297K |
| Hudson Portfolio Management LLC | 0.29% | New | 13,002 | $296K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -16.4% | 12,960 | $295K |
| Sterling Capital Management LLC | 0.00% | Add +37.4% | 12,784 | $291K |
| Sandia Investment Management LP | 0.55% | No change | 12,693 | $289K |
| Chou Associates Management Inc. | 0.20% | Reduce -46.9% | 12,590 | $287K |
| Jones Financial Companies LLLP | 0.00% | Add +191.6% | 12,528 | $286K |
| Xponance LLC | 0.00% | Add +4.5% | 12,341 | $281K |
| Axq Capital, LP | 0.13% | New | 12,264 | $280K |
| Allegiance Financial Group Advisory Services LLC | 0.09% | Add +20.6% | 12,018 | $274K |
| Amalgamated Bank | 0.00% | Reduce -9.1% | 11,864 | $270K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.1% | 12,453 | $268K |
| Composition Wealth, LLC | 0.01% | New | 11,736 | $268K |
| Levin Capital Strategies, L.P. | 0.03% | No change | 11,715 | $267K |
| Allianz Asset Management GmbH | 0.00% | Reduce -68.0% | 11,700 | $267K |
| Utah Retirement Systems | 0.00% | Reduce -10.7% | 11,635 | $265K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -17.8% | 11,486 | $262K |
| Capula Management Ltd | 0.00% | New | 11,277 | $257K |
| Principal Financial Group Inc. | 0.00% | Reduce -29.7% | 11,114 | $253K |
| Truist Financial Corp. | 0.00% | New | 11,094 | $253K |
| NorthCoast Asset Management LLC | 0.00% | New | 11,089 | $253K |
| Walleye Capital LLC | 0.00% | Reduce -99.2% | 10,598 | $242K |
| Praxis Investment Management Inc. | 0.02% | New | 10,550 | $241K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 10,546 | $240K |
| Cresset Asset Management, LLC | 0.00% | Reduce -38.3% | 10,519 | $240K |
| Private Advisor Group, LLC | 0.00% | New | 10,375 | $237K |
| CIBC Asset Management Inc | 0.00% | Reduce -49.9% | 10,299 | $235K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -1.1% | 10,239 | $233K |
| M&T Bank Corp | 0.00% | Reduce -27.8% | 10,186 | $232K |
| Vident Advisory, LLC | 0.00% | New | 10,117 | $231K |
| Ethic Inc. | 0.00% | Reduce -93.5% | 10,058 | $229K |
| Merit Financial Group, LLC | 0.00% | New | 10,039 | $229K |
| MBA Advisors LLC | 0.12% | New | 10,000 | $228K |
| MBL Wealth, LLC | 0.02% | New | 9,940 | $227K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -72.9% | 9,832 | $224K |
| Aspen Grove Capital, LLC | 0.05% | Reduce -0.5% | 9,573 | $218K |
| KBC Group NV | 0.00% | Reduce -3.0% | 9,501 | $217K |
| Pinnacle Associates Ltd. | 0.00% | New | 9,460 | $216K |
| NWF Advisory Services Inc. | 0.03% | New | 9,378 | $214K |
| Applied Finance Capital Management, LLC | 0.01% | New | 9,304 | $212K |
| Aviva PLC | 0.00% | Reduce -4.3% | 9,177 | $209K |
| Lester Murray Antman dba SimplyRich | 0.06% | No change | 9,064 | $206K |
| Optimist Retirement Group LLC | 0.10% | New | 8,870 | $202K |
| Bfsg, LLC | 0.02% | Add +55.9% | 7,383 | $168K |
| Quent Capital, LLC | 0.02% | New | 6,918 | $158K |
| MAI Capital Management | 0.00% | New | 6,870 | $157K |
| Lazard Asset Management LLC | 0.00% | Reduce -84.5% | 6,471 | $146K |
| Belvedere Trading LLC | 0.01% | Reduce -79.2% | 6,220 | $142K |
| Macquarie Group Ltd. | 0.00% | Reduce -12.8% | 5,864 | $134K |
| TD Waterhouse Canada Inc. | 0.00% | Add +371.7% | 5,608 | $128K |
| SBI Securities Co., Ltd. | 0.00% | — | 5,541 | $126K |
| Harbour Investments, Inc. | 0.00% | Add +52.9% | 5,356 | $122K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,348 | $122K |
| Oakworth Capital, Inc. | 0.01% | New | 5,030 | $115K |
| Covestor Ltd | 0.07% | Add +311.2% | 4,589 | $105K |
| Aster Capital Management (DIFC) Ltd | 0.04% | Add +8394.4% | 4,587 | $105K |
| Central Pacific Bank - Trust Division | 0.01% | New | 4,579 | $104K |
| Signaturefd, LLC | 0.00% | Reduce -34.8% | 4,523 | $103K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -9.1% | 4,512 | $99K |
| National Bank of Canada | 0.00% | Reduce -11.4% | 4,318 | $98K |
| Capstone Investment Advisors, LLC | 0.00% | Add +67.4% | 4,124 | $94K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 4,069 | $93K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +55.5% | 3,842 | $88K |
| MetLife Investment Management, LLC | 0.00% | Reduce -11.6% | 3,780 | $86K |
| Legacies Wealth LLC | 0.07% | No change | 3,694 | $84K |
| Principal Securities, Inc. | 0.00% | Add +4.8% | 3,634 | $83K |
| Spire Wealth Management | 0.00% | New | 3,616 | $82K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 3,593 | $82K |
| Global Retirement Partners, LLC | 0.00% | Add +6.0% | 3,376 | $77K |
| Murphy & Mullick Capital Management Corp | 0.07% | — | 3,251 | $74K |
| Larson Financial Group LLC | 0.00% | Add +0.0% | 3,188 | $73K |
| Leonteq Securities AG | 0.01% | Reduce -57.2% | 3,180 | $73K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,842 | $65K |
| Lee Danner & Bass Inc. | 0.00% | New | 2,327 | $53K |
| Allworth Financial LP | 0.00% | Reduce -11.3% | 2,389 | $53K |
| Parallel Advisors, LLC | 0.00% | Reduce -31.8% | 2,303 | $53K |
| Blue Trust, Inc. | 0.00% | Reduce -37.1% | 2,291 | $52K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,177 | $50K |
| Avior Wealth Management, LLC | 0.00% | Add +670.4% | 2,080 | $47K |
| Gables Capital Management Inc. | 0.02% | New | 1,906 | $43K |
| Mather Group, Llc. | 0.00% | Add +1.4% | 1,882 | $43K |
| Private Trust Co. NA | 0.00% | Reduce -16.6% | 1,702 | $39K |
| Motco | 0.00% | No change | 1,573 | $36K |
| Delta Asset Management LLC | 0.00% | No change | 1,546 | $35K |
| Corebridge Financial, Inc. | 0.00% | Reduce -17.7% | 1,495 | $34K |
| NewEdge Advisors, LLC | 0.00% | Add +3.0% | 1,364 | $31K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,364 | $31K |
| Geneos Wealth Management Inc. | 0.00% | Add +574.9% | 1,343 | $31K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,300 | $30K |
| TCTC Holdings, LLC | 0.00% | No change | 1,227 | $28K |
| Lindbrook Capital, LLC | 0.00% | Reduce -41.8% | 1,208 | $28K |
| Wintrust Investments LLC | 0.02% | Reduce -2.7% | 1,208 | $27K |
| Coston, McIsaac & Partners | 0.01% | Add +2.6% | 1,204 | $27K |
| Putney Financial Group LLC | 0.02% | — | 1,175 | $27K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 1,190 | $26K |
| Atticus Wealth Management, LLC | 0.01% | Add +1.0% | 1,113 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +31.8% | 1,086 | $25K |
| Investors Research Corp | 0.01% | Add +12500.0% | 1,008 | $23K |
| Future Financial Wealth Managment LLC | 0.02% | Add +66.6% | 1,001 | $23K |
| True Wealth Design, LLC | 0.01% | Add +5837.5% | 950 | $22K |
| Trust Co. of Vermont | 0.00% | New | 890 | $20K |
| Deseret Mutual Benefit Administrators | 0.01% | New | 889 | $20K |
| GeoWealth Management, LLC | 0.00% | Reduce -11.9% | 860 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 852 | $19K |
| Abound Wealth Management | 0.01% | Reduce -29.0% | 830 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.4% | 769 | $18K |
| Winthrop Capital Management, LLC | 0.00% | New | 760 | $17K |
| Arax Advisory Partners | 0.00% | Reduce -5.5% | 725 | $17K |
| Hollencrest Capital Management | 0.00% | Reduce -6.4% | 720 | $16K |
| Huntington National Bank | 0.00% | Reduce -30.2% | 697 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.5% | 690 | $16K |
| First United Bank & Trust | 0.01% | New | 678 | $15K |
| Quadrant Capital Group LLC | 0.00% | Reduce -72.9% | 633 | $14K |
| Winch Advisory Services, LLC | 0.00% | New | 632 | $14K |
| Colonial Trust Co / SC | 0.00% | Add +47.9% | 618 | $14K |
| Northwest Capital Management Inc | 0.01% | New | 600 | $14K |
| Truvestments Capital LLC | 0.00% | No change | 587 | $13K |
| Tidemark, LLC | 0.00% | Add +32.7% | 503 | $11K |
| Bangor Savings Bank | 0.00% | New | 500 | $11K |
| Clarity Asset Management, Inc. | 0.01% | New | 480 | $11K |
| CoreCap Advisors, LLC | 0.00% | Reduce -17.9% | 478 | $11K |
| Clearstead Trust, LLC | 0.00% | New | 471 | $11K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -62.0% | 457 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 450 | $10K |
| Kozak & Associates, Inc. | 0.00% | Add +1.1% | 442 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 423 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -0.2% | 420 | $10K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 420 | $10K |
| Centricity Wealth Management, LLC | 0.01% | — | 393 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.9% | 400 | $9K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -10.4% | 380 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Add +240.9% | 375 | $9K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -4.2% | 370 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | New | 369 | $8K |
| Tsfg, LLC | 0.00% | No change | 350 | $8K |
| Stephens Consulting, LLC | 0.00% | New | 350 | $8K |
| Mendota Financial Group, LLC | 0.01% | Reduce -98.9% | 349 | $8K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -97.8% | 340 | $8K |
| WPG Advisers, LLC | 0.01% | — | 329 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -30.4% | 323 | $7K |
| Elequin Capital, LP | 0.00% | New | 321 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 315 | $7K |
| GAMMA Investing LLC | 0.00% | Add +26.1% | 314 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 313 | $7K |
| Sachetta, LLC | 0.00% | Reduce -21.9% | 306 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 300 | $7K |
| Wingate Wealth Advisors, Inc. | 0.01% | — | 290 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | New | 290 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -15.2% | 280 | $6K |
| CVA Family Office, LLC | 0.00% | Add +72.5% | 276 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 274 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 267 | $6K |
| Optimum Investment Advisors | 0.00% | No change | 253 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -36.3% | 253 | $6K |
| Hexagon Capital Partners LLC | 0.00% | Add +95.3% | 252 | $6K |
| Bank of New Hampshire | 0.00% | New | 250 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 250 | $6K |
| NBT Bank, N.A. | 0.00% | New | 250 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +237.0% | 246 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 249 | $6K |
| North Star Investment Management Corp. | 0.00% | Add +44.9% | 239 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 230 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +5.7% | 223 | $5K |
| Assetmark, Inc. | 0.00% | Add +391.1% | 221 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 220 | $5K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.6% | 206 | $5K |
| Stonebridge Financial Group, LLC | 0.00% | — | 201 | $5K |
| Trivant Custom Portfolio Group, LLC | 0.00% | No change | 200 | $5K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 200 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | New | 194 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 187 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 180 | $4K |
| Avion Wealth | 0.00% | Reduce -7.4% | 176 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 166 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -4.2% | 158 | $4K |
| Archer Investment Corp | 0.00% | Add +0.7% | 153 | $3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -92.9% | 146 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 145 | $3K |
| Kimelman & Baird, LLC | 0.00% | New | 138 | $3K |
| Bokf, NA | 0.00% | No change | 150 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -34.0% | 128 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 131 | $3K |
| Transce3nd, LLC | 0.00% | — | 122 | $3K |
| Bare Financial Services, Inc | 0.00% | No change | 120 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 120 | $3K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -17.6% | 117 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -88.1% | 117 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | New | 116 | $3K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 110 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 109 | $2K |
| Danske Bank A/S | 0.00% | Reduce -99.5% | 105 | $2K |
| Sierra Ocean, LLC | 0.00% | — | 102 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 100 | $2K |
| City State Bank | 0.00% | No change | 100 | $2K |
| Citizens National Bank Trust Department | 0.00% | New | 100 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 100 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 97 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.1% | 96 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 92 | $2K |
| Center for Financial Planning, Inc. | 0.00% | No change | 88 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -17.3% | 105 | $2K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 131 | $2K |
| Hemington Wealth Management | 0.00% | Reduce -8.8% | 103 | $2K |
| Albion Financial Group | 0.00% | No change | 87 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 80 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 70 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 70 | $2K |
| Financial Life Planners | 0.00% | — | 75 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 61 | $1K |
| MCF Advisors LLC | 0.00% | No change | 61 | $1K |
| Golden State Wealth Management, LLC | 0.00% | — | 60 | $1K |
| Crowley Wealth Management, Inc. | 0.00% | — | 60 | $1K |
| Park Square Financial Group, LLC | 0.00% | — | 60 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 60 | $1K |
| American National Bank & Trust | 0.00% | New | 56 | $1K |
| Crews Bank & Trust | 0.00% | — | 50 | $1K |
| CX Institutional | 0.00% | New | 48 | $1K |
| Robinswood Financial LLC | 0.00% | No change | 48 | $1K |
| LGT Financial Advisors LLC | 0.00% | No change | 47 | $1K |
| Towne Trust Company, N.A | 0.00% | No change | 46 | $1K |
| AllSquare Wealth Management LLC | 0.00% | No change | 45 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +95.7% | 45 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 44 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +290.9% | 43 | $981 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 40 | $912 |
| William B. Walkup & Associates, Inc. | 0.00% | No change | 38 | $868 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -58.8% | 33 | $753 |
| NFSG Corp | 0.00% | New | 31 | $707 |
| MidAtlantic Capital Management, Inc. | 0.00% | No change | 30 | $684 |
| Highline Wealth Partners LLC | 0.00% | No change | 30 | $684 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 29 | $661 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 24 | $642 |
| Richard W. Paul & Associates, LLC | 0.00% | Add +160.0% | 26 | $593 |
| Colonial Trust Advisors | 0.00% | Reduce -77.5% | 23 | $524 |
| Riverview Trust Co | 0.00% | New | 22 | $502 |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 22 | $500 |
| Cranbrook Wealth Management, LLC | 0.00% | New | 21 | $479 |
| Raffa Wealth Management, LLC | 0.00% | No change | 21 | $479 |
| Comprehensive Financial Planning, Inc. | 0.00% | — | 20 | $456 |
| Whipplewood Advisors, LLC | 0.00% | — | 20 | $456 |
| Pathway Financial Advisers, LLC | 0.00% | No change | 20 | $454 |
| Capital A Wealth Management, LLC | 0.00% | — | 16 | $365 |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 15 | $342 |
| Atala Financial Inc | 0.00% | — | 14 | $319 |
| Federated Hermes, Inc. | 0.00% | New | 13 | $296 |
| Accredited Wealth Management, LLC | 0.00% | — | 12 | $274 |
| Johnson Financial Group, Inc. | 0.00% | No change | 10 | $241 |
| POM Investment Strategies, LLC | 0.00% | No change | 10 | $228 |
| Sugar Maple Asset Management, LLC | 0.00% | New | 10 | $228 |
| WealthTrak Capital Management LLC | 0.00% | — | 10 | $228 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 10 | $228 |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -54.5% | 10 | $228 |
| Peoples Bank | 0.00% | No change | 10 | $227 |
| Horizons Wealth Management | 0.00% | No change | 9 | $205 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 7 | $160 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -50.0% | 5 | $114 |
| ORG Partners LLC | 0.00% | New | 5 | $114 |
| Ameriflex Group, Inc. | 0.00% | — | 4 | $96 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $68 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 2 | $46 |
| Graney & King, LLC | 0.00% | — | 2 | $46 |
| Grove Bank & Trust | 0.00% | New | 1 | $23 |
| Activest Wealth Management | 0.00% | New | 1 | $23 |
"% of holder's portfolio" is SIRI's weight in each manager's 13F, not the share of Sirius XM Holdings Inc. the manager owns.