Sirius XM HoldingsSIRI
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 598 institutions reported holding Sirius XM Holdings Inc. (SIRI) in their 13F filings, up 41 from Q1 2026. 102 opened new positions and 64 sold out. The largest holders were Berkshire Hathaway ($3.7B), BlackRock, Inc. ($520.0M) and Dimensional Fund Advisors LP ($310.5M). 7 famous investors held it, including Warren Buffett (1.2% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $431.8M |
| Exits | 64 | $135.5M |
All 13F filers, Q1 2026 → Q2 2026: 43,110,872 shares bought and 21,905,816 shares sold, net +21,205,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 598 holders
| Berkshire Hathaway | 1.23% | No change | 124,807,117 | $3.7B |
| BlackRock, Inc. | 0.01% | Add +82.9% | 17,602,229 | $520.0M |
| Dimensional Fund Advisors LP | 0.06% | Add +66.8% | 10,512,352 | $310.5M |
| Vanguard Portfolio Management LLC | 0.01% | Add +4.3% | 9,082,629 | $268.3M |
| Vanguard Capital Management LLC | 0.01% | Add +1.0% | 8,386,784 | $247.7M |
| Kontiki Capital Management (HK) Ltd. | 11.78% | Add +6.8% | 6,082,824 | $179.7M |
| State Street Corp. | 0.01% | Add +68.9% | 5,992,497 | $177.0M |
| Boston Partners | 0.13% | New | 5,080,806 | $150.2M |
| Gates Capital Management, Inc. | 4.40% | Add +65.5% | 4,539,927 | $134.1M |
| Geode Capital Management, LLC | 0.01% | Add +5.3% | 3,901,488 | $115.3M |
| LSV Asset Management | 0.19% | Add +12.4% | 3,620,469 | $106.9M |
| AQR Capital Management | 0.03% | Add +13.6% | 3,396,308 | $98.4M |
| Citadel Advisors | 0.06% | Add +1.5% | 3,310,550 | $97.8M |
| Bank of New York Mellon Corp | 0.01% | Add +38.3% | 3,012,240 | $89.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.1% | 3,007,137 | $88.8M |
| Check Capital Management Inc. | 4.89% | Reduce -0.5% | 2,927,799 | $86.5M |
| J. Goldman & Co LP | 3.04% | New | 2,921,651 | $86.3M |
| Canada Pension Plan Investment Board | 0.04% | Reduce -38.8% | 2,364,933 | $69.9M |
| Norges Bank | 0.01% | — | 2,091,917 | $61.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.2% | 1,760,633 | $52.0M |
| Squarepoint Ops LLC | 0.10% | Add +3565.7% | 1,649,327 | $48.7M |
| Pacer Advisors, Inc. | 0.13% | New | 1,646,246 | $48.6M |
| Morgan Stanley | 0.00% | Reduce -23.9% | 1,641,435 | $48.5M |
| Northern Trust Corp. | 0.01% | Add +44.6% | 1,584,505 | $46.8M |
| Tidal Investments LLC | 0.11% | Add +26.2% | 1,524,823 | $45.0M |
| Penserra Capital Management LLC | 0.33% | Add +75.8% | 1,432,897 | $42.3M |
| Gotham Asset Management | 0.10% | Add +11.7% | 1,383,251 | $40.9M |
| Private Management Group Inc. | 0.96% | Reduce -8.7% | 1,234,502 | $36.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.3% | 1,188,199 | $35.1M |
| Weitz Investment Management, Inc. | 2.43% | Reduce -8.1% | 1,188,000 | $35.1M |
| Deprince Race & Zollo Inc. | 0.56% | New | 1,120,872 | $33.1M |
| Thompson Siegel & Walmsley LLC | 0.57% | Reduce -58.2% | 1,072,555 | $31.7M |
| Susquehanna International Group, LLP | 0.03% | Add +15.3% | 1,037,874 | $30.7M |
| Wittenberg Investment Management, Inc. | 9.49% | Reduce -15.6% | 934,864 | $27.6M |
| UBS Group AG | 0.00% | Reduce -22.8% | 911,488 | $26.9M |
| Allianz Asset Management GmbH | 0.02% | Add +12.1% | 907,187 | $26.8M |
| First Trust Advisors LP | 0.02% | Reduce -7.3% | 882,128 | $26.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.3% | 854,987 | $25.3M |
| HBK Investments L P | 0.32% | Reduce -27.1% | 848,845 | $25.1M |
| Two Sigma Investments, LP | 0.02% | Reduce -55.4% | 791,961 | $23.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.7% | 738,539 | $21.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +352.8% | 730,327 | $21.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -69.8% | 728,508 | $21.5M |
| Invesco Ltd. | 0.00% | Add +133.1% | 723,901 | $21.4M |
| Empyrean Capital Partners, LP | 0.78% | No change | 692,775 | $20.5M |
| Hi-Line Capital Management, LLC | 5.63% | Add +1.5% | 677,658 | $20.0M |
| Deutsche Bank AG | 0.01% | Add +1459.8% | 660,839 | $19.5M |
| Royal Bank of Canada | 0.00% | Add +557.9% | 652,397 | $19.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.6% | 642,939 | $19.0M |
| Panagora Asset Management Inc. | 0.06% | Reduce -1.3% | 641,689 | $19.0M |
| Bislett Management, LLC | 12.01% | No change | 600,000 | $17.7M |
| Bank of America Corp. | 0.00% | Reduce -12.2% | 586,624 | $17.3M |
| S&co Inc. | 0.97% | Reduce -2.1% | 569,206 | $16.8M |
| HSBC Holdings PLC | 0.01% | Reduce -69.9% | 541,149 | $15.9M |
| ExodusPoint Capital Management, LP | 0.15% | Add +97.3% | 531,934 | $15.7M |
| Rhumbline Advisers | 0.01% | Add +178.5% | 515,725 | $15.2M |
| Gabelli Funds LLC | 0.10% | Add +12.9% | 511,034 | $15.1M |
| Principal Financial Group Inc. | 0.01% | New | 427,966 | $12.6M |
| Capital Management Corp. | 1.89% | Reduce -19.6% | 426,391 | $12.6M |
| swisspartners Advisors Ltd | 8.23% | Reduce -1.4% | 413,569 | $12.2M |
| Chou Associates Management Inc. | 5.59% | No change | 409,589 | $12.1M |
| Advisors Asset Management, Inc. | 0.18% | Reduce -9.6% | 409,272 | $12.1M |
| PDT Partners, LLC | 0.63% | Reduce -14.8% | 404,711 | $12.0M |
| GAMCO Investors | 0.11% | Reduce -1.1% | 399,304 | $11.8M |
| Swiss National Bank | 0.01% | Add +1.2% | 369,485 | $10.9M |
| Sei Investments Co. | 0.01% | Add +16.8% | 363,684 | $10.7M |
| Huntington National Bank | 0.07% | Reduce -4.0% | 352,041 | $10.4M |
| Fund 1 Investments, LLC | 1.81% | New | 349,173 | $10.3M |
| Franklin Resources Inc. | 0.00% | Add +182.7% | 339,272 | $10.0M |
| Creative Planning | 0.01% | Add +21.1% | 334,653 | $9.9M |
| Cambria Investment Management, L.P. | 0.48% | Reduce -17.4% | 328,725 | $9.7M |
| Legal & General Group Plc | 0.00% | Add +35.7% | 324,043 | $9.6M |
| Barclays PLC | 0.00% | Reduce -57.5% | 306,451 | $9.1M |
| Engineers Gate Manager LP | 0.12% | Add +419.8% | 303,029 | $9.0M |
| WINTON GROUP Ltd | 0.29% | Add +1801.7% | 298,563 | $8.8M |
| Nuveen, LLC | 0.00% | Add +2.4% | 293,705 | $8.7M |
| Towerview LLC | 5.47% | Reduce -15.8% | 282,500 | $8.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -0.7% | 273,288 | $8.1M |
| Plustick Management LLC | 3.38% | New | 270,000 | $8.0M |
| Wells Fargo & Company | 0.00% | Add +124.6% | 266,477 | $7.9M |
| Peregrine Capital Management LLC | 0.25% | New | 264,181 | $7.8M |
| CastleKnight Management LP | 0.28% | Reduce -37.9% | 256,900 | $7.6M |
| Citigroup Inc. | 0.00% | Add +117.7% | 226,636 | $6.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +14.8% | 226,554 | $6.7M |
| Cannell & Spears LLC | 0.12% | New | 225,978 | $6.7M |
| California State Teachers Retirement System | 0.01% | Reduce -1.9% | 212,827 | $6.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +250.2% | 212,389 | $6.3M |
| State of Alaska, Department of Revenue | 0.06% | Reduce -1.5% | 201,203 | $5.9M |
| Readystate Asset Management LP | 0.39% | Reduce -54.7% | 198,950 | $5.9M |
| Quantinno Capital Management LP | 0.01% | Add +84.6% | 198,100 | $5.9M |
| Retirement Systems of Alabama | 0.02% | New | 194,970 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Add +76.6% | 247,087 | $5.7M |
| Aequim Alternative Investments LP | 1.55% | Reduce -55.0% | 177,041 | $5.2M |
| Verition Fund Management LLC | 0.04% | Add +427.9% | 174,184 | $5.1M |
| First Manhattan Co. Llc. | 0.01% | Reduce -24.7% | 172,064 | $5.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +1.2% | 171,502 | $5.1M |
| Nomura Asset Management International Inc. | 0.01% | New | 170,537 | $5.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -22.7% | 167,289 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.2% | 161,938 | $4.8M |
| Waratah Capital Advisors Ltd. | 0.37% | New | 160,836 | $4.8M |
| Ieq Capital, LLC | 0.02% | Reduce -6.6% | 156,252 | $4.6M |
| Cerity Partners LLC | 0.01% | Add +33.0% | 152,702 | $4.5M |
| Algert Global LLC | 0.05% | Add +2.0% | 151,892 | $4.5M |
| Bridgewater Associates | 0.02% | Add +62.4% | 148,290 | $4.4M |
| Storebrand Asset Management As | 0.01% | No change | 147,000 | $4.3M |
| ArrowMark Colorado Holdings LLC | 0.18% | No change | 144,827 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Add +4.4% | 140,346 | $4.1M |
| Prudential Financial Inc. | 0.00% | Reduce -79.8% | 139,653 | $4.1M |
| Dark Forest Capital Management LP | 0.25% | Reduce -11.2% | 132,842 | $3.9M |
| Mariner, LLC | 0.00% | Add +15.8% | 129,824 | $3.8M |
| IFP Advisors, Inc | 0.07% | Add +48.9% | 127,271 | $3.8M |
| Shay Capital LLC | 0.40% | Add +68.2% | 122,757 | $3.6M |
| FMR LLC | 0.00% | Add +17.8% | 122,330 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +162.6% | 117,452 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.3% | 121,642 | $3.4M |
| LPL Financial LLC | 0.00% | Add +46.2% | 116,046 | $3.4M |
| Aldebaran Capital, LLC | 2.53% | Reduce -1.1% | 114,182 | $3.4M |
| IMC-Chicago, LLC | 0.03% | New | 111,330 | $3.3M |
| Inspire Investing, LLC | 0.13% | Reduce -8.8% | 109,096 | $3.2M |
| Sterling Capital Management LLC | 0.05% | Add +57.4% | 108,533 | $3.2M |
| Man Group plc | 0.01% | Add +93.2% | 107,829 | $3.2M |
| Wakefield Asset Management LLLP | 0.71% | Add +0.6% | 107,043 | $3.2M |
| Brown Advisory Inc. | 0.00% | Add +2.6% | 101,273 | $3.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -3.1% | 100,443 | $3.0M |
| Aspen Grove Capital, LLC | 0.42% | No change | 98,648 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.9% | 97,477 | $2.9M |
| Captrust Financial Advisors | 0.00% | Reduce -40.9% | 94,087 | $2.8M |
| D.A. Davidson & Co. | 0.01% | New | 91,342 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Add +2811.4% | 90,573 | $2.7M |
| Allworth Financial LP | 0.01% | Add +0.7% | 88,612 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +25.2% | 87,886 | $2.6M |
| Weaver C. Barksdale & Associates, Inc. | 2.31% | Reduce -0.6% | 87,308 | $2.6M |
| Caxton Associates LLP | 0.05% | New | 85,903 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.7% | 85,192 | $2.5M |
| Jupiter Topco LLC | 0.00% | — | 84,838 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 84,299 | $2.5M |
| Picton Mahoney Asset Management | 0.02% | New | 84,046 | $2.5M |
| Amalgamated Bank | 0.02% | Add +792.1% | 82,922 | $2.5M |
| Quaker Capital Investments, LLC | 0.67% | Add +168.1% | 82,937 | $2.4M |
| Inlight Wealth Management, LLC | 0.78% | Reduce -0.3% | 82,859 | $2.4M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -33.9% | 79,974 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -16.5% | 79,441 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -5.2% | 79,008 | $2.3M |
| Steel Grove Capital Advisors, LLC | 0.22% | Add +0.4% | 77,924 | $2.3M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -72.9% | 76,664 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -83.1% | 76,093 | $2.2M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -7.2% | 75,439 | $2.2M |
| Whitebox Advisors LLC | 0.11% | Reduce -51.6% | 74,443 | $2.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.6% | 72,653 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +34.0% | 72,171 | $2.1M |
| Aire Advisors, LLC | 0.34% | Reduce -5.0% | 71,648 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +23.9% | 71,376 | $2.1M |
| Federated Hermes, Inc. | 0.00% | Add +28.6% | 70,479 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | New | 69,866 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | New | 68,762 | $2.0M |
| Tweedy, Browne Co LLC | 0.15% | Add +41.8% | 66,492 | $2.0M |
| Exchange Traded Concepts, LLC | 0.01% | Add +41.8% | 66,492 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -41.3% | 62,726 | $1.9M |
| Krilogy Financial LLC | 0.05% | Reduce -0.3% | 61,958 | $1.8M |
| HUB Investment Partners, LLC | 0.03% | New | 60,825 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | No change | 60,661 | $1.8M |
| Credit Industriel Et Commercial | 0.33% | No change | 60,385 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.0% | 60,012 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +41.7% | 57,758 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Add +555.8% | 57,594 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | New | 56,650 | $1.7M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 56,186 | $1.7M |
| Louisiana State Employees Retirement System | 0.02% | New | 55,200 | $1.6M |
| Freestone Grove Partners LP | 0.01% | Add +297.5% | 55,025 | $1.6M |
| Mork Capital Management, LLC | 1.03% | No change | 54,400 | $1.6M |
| Brevan Howard Capital Management LP | 0.02% | New | 54,063 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.8% | 53,508 | $1.6M |
| Wallace Capital Management Inc. | 0.17% | Add +0.0% | 53,407 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -0.1% | 50,806 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -17.7% | 50,672 | $1.5M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -8.6% | 50,488 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.3% | 50,295 | $1.5M |
| BlueCrest Capital Management Ltd | 0.07% | New | 50,000 | $1.5M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.1% | 49,540 | $1.5M |
| Brighton Jones LLC | 0.03% | Add +14.0% | 49,402 | $1.5M |
| Axq Capital, LP | 0.16% | Add +30.4% | 49,150 | $1.5M |
| Atlas Capital Advisors Inc. | 0.16% | Add +46.6% | 48,784 | $1.4M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 48,755 | $1.4M |
| Simplex Trading, LLC | 0.04% | Add +34.0% | 48,663 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +62.0% | 48,536 | $1.4M |
| Everstar Asset Management, LLC | 0.69% | Add +12.4% | 48,113 | $1.4M |
| First Wilshire Securities Management Inc. | 0.29% | Reduce -5.2% | 47,198 | $1.4M |
| Camelot Portfolios, LLC | 0.99% | Reduce -31.3% | 47,137 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +31.0% | 46,819 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | New | 45,129 | $1.3M |
| Ancora Advisors LLC | 0.03% | Reduce -19.2% | 45,016 | $1.3M |
| R.H. Dinel Investment Counsel, Inc. | 1.01% | No change | 44,593 | $1.3M |
| State of Michigan Retirement System | 0.01% | New | 44,100 | $1.3M |
| Pacific Capital Partners Ltd | 1.09% | New | 42,674 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | New | 42,404 | $1.3M |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 42,046 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 41,861 | $1.2M |
| Weiss Asset Management LP | 0.02% | New | 40,850 | $1.2M |
| Clearstead Advisors, LLC | 0.01% | Reduce -6.0% | 39,238 | $1.2M |
| New Mexico Educational Retirement Board | 0.03% | New | 39,100 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.01% | New | 39,000 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Add +136.2% | 38,980 | $1.2M |
| Summit Financial, LLC | 0.01% | Reduce -1.6% | 38,609 | $1.1M |
| Guardian Wealth Management, Inc. | 0.56% | Add +4.8% | 38,377 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.37% | Reduce -36.8% | 37,660 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.1% | 37,618 | $1.1M |
| Wbi Investments, LLC | 0.27% | Reduce -25.4% | 36,371 | $1.1M |
| Balefire, LLC | 0.17% | Reduce -6.7% | 36,283 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +133.6% | 36,083 | $1.1M |
| Helium Advisors LLC | 0.88% | Reduce -46.5% | 35,721 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 35,584 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 35,100 | $1.0M |
| Graham Capital Management, L.P. | 0.04% | New | 34,725 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +3468800.0% | 34,689 | $1.0M |
| Allstate Corp. | 0.01% | Add +1.0% | 34,256 | $1.0M |
| Arax Advisory Partners | 0.01% | Add +833.2% | 33,679 | $995K |
| Empowered Funds, LLC | 0.01% | Reduce -18.4% | 33,129 | $979K |
| Sprinkle Financial Consultants LLC | 0.38% | New | 32,524 | $961K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 32,289 | $954K |
| Diametric Capital, LP | 0.10% | New | 31,813 | $940K |
| Amundi | 0.00% | Add +18.6% | 31,713 | $937K |
| Pathstone Holdings, LLC | 0.00% | Add +257.3% | 31,109 | $919K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +12.9% | 30,775 | $909K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 30,606 | $904K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -88.1% | 30,296 | $895K |
| Indivisible Partners | 0.05% | Add +0.2% | 30,292 | $895K |
| SummitTX Capital, L.P. | 0.02% | Reduce -82.6% | 30,133 | $890K |
| Evergreen Capital Management LLC | 0.02% | Reduce -1.0% | 30,124 | $890K |
| Icon Wealth Advisors, LLC | 0.05% | Add +0.3% | 30,123 | $890K |
| Advyzon Investment Management, LLC | 0.06% | Add +3.7% | 28,812 | $851K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.7% | 28,793 | $851K |
| Hosking Partners LLP | 0.03% | Reduce -3.0% | 28,596 | $845K |
| Truist Financial Corp. | 0.00% | Add +27.9% | 28,274 | $835K |
| Jacobs Equity LLC | 0.55% | Add +7.2% | 26,900 | $795K |
| CSS LLC | 0.11% | Add +177.1% | 26,601 | $786K |
| Commerce Bank | 0.00% | Reduce -0.3% | 25,318 | $748K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +80.4% | 25,261 | $746K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -2.4% | 25,196 | $744K |
| New York Life Investment Management LLC | 0.01% | Add +6.3% | 24,772 | $732K |
| State of Wisconsin Investment Board | 0.00% | Add +34.9% | 24,647 | $728K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -15.1% | 24,483 | $723K |
| Himension Capital (singapore) Pte. LTD. | 0.04% | Reduce -40.0% | 24,133 | $713K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.2% | 23,987 | $709K |
| Merit Financial Group, LLC | 0.00% | Add +8.3% | 23,856 | $705K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +23.5% | 23,736 | $701K |
| Choate Investment Advisors | 0.01% | Reduce -0.6% | 23,466 | $693K |
| Optimize Financial Inc. | 0.25% | Reduce -0.3% | 23,385 | $691K |
| Sound Capital Solutions LLC | 0.16% | — | 23,385 | $691K |
| Rockefeller Capital Management L.P. | 0.00% | Add +31.3% | 22,635 | $669K |
| Xponance LLC | 0.00% | Add +54.5% | 22,549 | $666K |
| Natixis Advisors, LLC | 0.00% | New | 22,561 | $666K |
| Park Place Capital Corp | 0.11% | Add +408.6% | 22,530 | $666K |
| Meeder Advisory Services, Inc. | 0.02% | Add +47.5% | 22,218 | $656K |
| Cibc World Market Inc. | 0.00% | Reduce -20.5% | 21,654 | $640K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 21,427 | $633K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.9% | 21,235 | $627K |
| New York State Teachers Retirement System | 0.00% | New | 21,234 | $627K |
| Keybank National Association | 0.00% | Add +33.3% | 21,216 | $627K |
| Composition Wealth, LLC | 0.01% | New | 20,285 | $599K |
| Gsa Capital Partners LLP | 0.04% | New | 20,130 | $595K |
| Waldron Private Wealth LLC | 0.02% | No change | 20,040 | $592K |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.1% | 20,853 | $591K |
| United Capital Financial Advisors, LLC | 0.00% | Add +25.6% | 19,623 | $580K |
| Rothschild Investment LLC | 0.02% | Add +227.3% | 19,391 | $573K |
| Raffles Associates LP | 0.48% | No change | 19,194 | $567K |
| EntryPoint Capital, LLC | 0.14% | New | 18,899 | $558K |
| US Bancorp \de | 0.00% | Reduce -24.1% | 18,422 | $544K |
| MAI Capital Management | 0.00% | Add +29.7% | 18,273 | $540K |
| Swiss Life Asset Management Ltd | 0.00% | Add +43.0% | 17,727 | $524K |
| Voya Investment Management LLC | 0.00% | Add +27.9% | 17,695 | $523K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.7% | 17,391 | $514K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +881.5% | 17,274 | $510K |
| Sagewood Asset Management LP | 0.12% | Add +2.4% | 17,240 | $509K |
| MML Investors Services, LLC | 0.00% | Reduce -2.6% | 17,196 | $508K |
| Bank of Montreal | 0.00% | Reduce -1.1% | 17,114 | $506K |
| Watershed Asset Management, L.L.C. | 0.45% | Reduce -9.8% | 16,982 | $502K |
| Whittier Trust Co. | 0.00% | Add +0.3% | 16,269 | $500K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 16,717 | $494K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 16,686 | $493K |
| VestGen Advisors, LLC | 0.01% | Add +27.1% | 16,673 | $493K |
| CenterBook Partners LP | 0.02% | New | 16,220 | $479K |
| Chicago Partners Investment Group LLC | 0.01% | Add +3.4% | 15,928 | $476K |
| Stirlingshire Investments, Inc. | 0.35% | Add +6.9% | 15,791 | $466K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,712 | $464K |
| Hardy Reed LLC | 0.03% | No change | 15,490 | $458K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.7% | 15,300 | $452K |
| Catalyst Funds Management Pty Ltd | 0.03% | New | 15,079 | $445K |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.2% | 15,014 | $444K |
| Trust Investment Advisors | 0.21% | No change | 15,000 | $443K |
| Gateway Investment Advisers LLC | 0.00% | New | 14,990 | $443K |
| Modern Wealth Management, LLC | 0.01% | New | 14,554 | $430K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -25.8% | 14,483 | $428K |
| M&T Bank Corp | 0.00% | Add +4.3% | 14,464 | $428K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -15.3% | 14,450 | $427K |
| Securian Asset Management, Inc. | 0.02% | New | 13,946 | $427K |
| Gilman Hill Asset Management, LLC | 0.06% | No change | 13,977 | $413K |
| NewEdge Advisors, LLC | 0.00% | Add +37.3% | 13,969 | $413K |
| Pin Oak Investment Advisors Inc. | 0.29% | Reduce -44.0% | 13,853 | $409K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.5% | 13,611 | $402K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -7.6% | 13,344 | $394K |
| Baird Financial Group, Inc. | 0.00% | Reduce -35.3% | 12,789 | $378K |
| Vontobel Holding Ltd. | 0.00% | Add +22.7% | 12,650 | $374K |
| Triad Investment Management | 0.41% | Reduce -3.8% | 12,602 | $372K |
| Axxion S.A. | 0.03% | — | 12,500 | $369K |
| Clark Capital Management Group, Inc. | 0.00% | Add +0.2% | 12,295 | $363K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.6% | 12,271 | $362K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | Reduce -7.0% | 12,103 | $358K |
| Letson Investment Management, Inc. | 0.13% | No change | 12,010 | $355K |
| Straight Path Wealth Management | 0.08% | No change | 12,003 | $355K |
| JB Capital LLC | 0.01% | Add +0.9% | 11,976 | $354K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +0.2% | 11,942 | $353K |
| &partners | 0.00% | Add +31.9% | 11,715 | $346K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 11,715 | $346K |
| SG Americas Securities, LLC | 0.00% | Add +150.7% | 11,668 | $345K |
| Concorde Asset Management, LLC | 0.20% | Add +0.5% | 11,546 | $341K |
| Columbia Asset Management | 0.06% | No change | 11,495 | $340K |
| Albert D Mason Inc. | 0.19% | New | 11,482 | $339K |
| Bellecapital International Ltd. | 0.05% | New | 11,443 | $338K |
| HB Wealth Management, LLC | 0.00% | Add +10.1% | 11,304 | $334K |
| Fulcrum Asset Management LLP | 0.03% | New | 11,402 | $333K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +9.4% | 11,243 | $332K |
| Centiva Capital, LP | 0.01% | New | 11,200 | $331K |
| Vise Technologies, Inc. | 0.00% | New | 11,064 | $327K |
| Pinebridge Investments LLC | 0.00% | New | 10,929 | $323K |
| Valeo Financial Advisors, LLC | 0.01% | Add +3.2% | 10,916 | $322K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.5% | 10,863 | $321K |
| Impact Partnership Wealth, LLC | 0.03% | New | 10,712 | $316K |
| Unified Investment Management | 0.29% | Add +0.1% | 10,693 | $316K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -20.5% | 10,617 | $314K |
| Jane Street Group, LLC | 0.00% | Reduce -98.3% | 10,538 | $311K |
| Bayesian Capital Management, LP | 0.20% | New | 10,500 | $310K |
| CIBC Asset Management Inc | 0.00% | No change | 10,492 | $310K |
| Lazard Asset Management LLC | 0.00% | Add +2.7% | 10,483 | $310K |
| Summit Securities Group LLC | 0.06% | New | 10,241 | $303K |
| Wealthspire Advisors, LLC | 0.00% | New | 10,102 | $298K |
| Seizert Capital Partners, LLC | 0.01% | Reduce -99.5% | 10,092 | $298K |
| Alpine Woods Capital Investors, LLC | 0.07% | Reduce -23.2% | 9,933 | $293K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +5.4% | 9,862 | $291K |
| New Vernon Capital Holdings II LLC | 0.16% | No change | 9,794 | $289K |
| FNY Investment Advisers, LLC | 0.11% | Reduce -35.3% | 9,790 | $289K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.9% | 9,758 | $288K |
| Lido Advisors, LLC | 0.00% | Reduce -20.4% | 9,667 | $286K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.7% | 9,550 | $282K |
| Bfsg, LLC | 0.02% | Reduce -7.4% | 9,420 | $278K |
| Caprock Group, LLC | 0.01% | New | 9,323 | $275K |
| Utah Retirement Systems | 0.00% | Reduce -7.9% | 9,240 | $273K |
| Maryland State Retirement & Pension System | 0.00% | No change | 9,225 | $273K |
| Apollon Wealth Management, LLC | 0.00% | New | 9,167 | $271K |
| PFG Investments, LLC | 0.01% | Reduce -6.1% | 9,016 | $266K |
| Citizens Financial Group Inc. | 0.00% | New | 8,995 | $266K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.3% | 8,787 | $260K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 8,444 | $259K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -47.7% | 8,684 | $257K |
| Fort Henry Capital, LLC | 0.14% | No change | 8,673 | $256K |
| Mgo One Seven LLC | 0.00% | New | 8,636 | $255K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 8,596 | $254K |
| DV Trading LLC | 0.02% | New | 8,500 | $251K |
| Tudor Investment Corporation | 0.00% | New | 8,498 | $251K |
| Paragon Capital Management Ltd | 0.05% | New | 8,416 | $249K |
| Vident Advisory, LLC | 0.00% | New | 8,269 | $244K |
| nVerses Capital, LLC | 0.37% | New | 8,163 | $241K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 8,052 | $238K |
| DNB Asset Management AS | 0.00% | New | 8,027 | $237K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -23.3% | 8,011 | $237K |
| Quent Capital, LLC | 0.01% | Reduce -2.9% | 7,964 | $235K |
| Holistic Financial Partners | 0.14% | New | 7,943 | $235K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | New | 7,871 | $233K |
| Machina Capital S.A.S. | 0.04% | New | 7,859 | $232K |
| Oxford Asset Management LLP | 0.11% | Reduce -11.5% | 7,848 | $232K |
| CHICAGO TRUST Co NA | 0.03% | New | 7,828 | $231K |
| Mission Wealth Management, LP | 0.00% | New | 7,794 | $230K |
| Bull Harbor Capital LLC | 0.04% | New | 7,747 | $229K |
| Claret Asset Management Corp | 0.02% | Reduce -23.9% | 7,717 | $228K |
| Atria Investments, Inc | 0.00% | New | 7,598 | $224K |
| QRG Capital Management, Inc. | 0.00% | New | 7,566 | $224K |
| Harbour Investments, Inc. | 0.00% | Add +9.0% | 7,478 | $221K |
| ProShare Advisors LLC | 0.00% | New | 7,436 | $220K |
| Sage Investment Counsel LLC | 0.22% | New | 7,344 | $217K |
| Signaturefd, LLC | 0.00% | Add +15.9% | 7,215 | $213K |
| Inspire Advisors, LLC | 0.01% | New | 7,131 | $211K |
| Avenir Corp. | 0.03% | New | 7,000 | $207K |
| Highland Capital Management, LLC | 0.01% | Reduce -36.4% | 7,000 | $207K |
| KBC Group NV | 0.00% | No change | 6,410 | $189K |
| STRS Ohio | 0.00% | Add +35.2% | 6,140 | $181K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +2.1% | 5,945 | $176K |
| Parallel Advisors, LLC | 0.00% | Add +5.7% | 5,855 | $173K |
| Parkside Financial Bank & Trust | 0.01% | Add +37.5% | 5,814 | $172K |
| Covestor Ltd | 0.10% | Add +6.1% | 5,804 | $171K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.5% | 5,226 | $154K |
| Deseret Mutual Benefit Administrators | 0.05% | Reduce -16.0% | 5,172 | $153K |
| Bleichroeder LP | 0.03% | No change | 5,061 | $150K |
| PlanVest Financial, Inc | 0.09% | Add +0.7% | 4,398 | $130K |
| Havemeyer Place LP | 0.01% | New | 4,208 | $124K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -7.8% | 4,110 | $121K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | No change | 3,800 | $112K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.2% | 3,793 | $112K |
| Limestone Investment Advisors LP | 0.06% | New | 3,750 | $111K |
| Legacies Wealth LLC | 0.06% | No change | 3,694 | $109K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 3,251 | $96K |
| Nykredit A/S | 0.00% | — | 3,136 | $93K |
| CoreCap Advisors, LLC | 0.00% | Add +421.7% | 3,130 | $92K |
| IFG Advisory, LLC | 0.00% | Add +188.5% | 2,885 | $85K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -56.7% | 2,860 | $84K |
| GAMMA Investing LLC | 0.00% | Add +44.1% | 2,823 | $83K |
| Bessemer Group Inc. | 0.00% | Add +22.0% | 2,772 | $82K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -0.3% | 2,616 | $77K |
| Versant Capital Management, Inc | 0.01% | Add +28.0% | 2,562 | $76K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2,407 | $71K |
| MCF Advisors LLC | 0.00% | Reduce -4.8% | 2,339 | $69K |
| Meeder Asset Management Inc. | 0.00% | No change | 2,216 | $65K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,130 | $63K |
| Essential Partners LLC | 0.03% | Reduce -65.6% | 1,983 | $59K |
| Security National Bank | 0.01% | Reduce -18.6% | 1,941 | $57K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,870 | $55K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -79.9% | 1,857 | $55K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +33.7% | 1,837 | $55K |
| Persistent Asset Partners Ltd | 0.02% | New | 1,843 | $54K |
| Mather Group, Llc. | 0.00% | No change | 1,809 | $53K |
| Leonteq Securities AG | 0.00% | Reduce -89.2% | 1,735 | $51K |
| Rossby Financial, LCC | 0.01% | Add +0.4% | 1,681 | $50K |
| True Wealth Design, LLC | 0.01% | Add +24.3% | 1,642 | $49K |
| CVA Family Office, LLC | 0.00% | Add +6.8% | 1,602 | $47K |
| Delta Asset Management LLC | 0.00% | No change | 1,546 | $46K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -4.7% | 1,311 | $39K |
| Coston, McIsaac & Partners | 0.01% | Reduce -2.7% | 1,206 | $35K |
| Altshuler Shaham Ltd | 0.00% | Reduce -24.9% | 1,166 | $34K |
| Global Retirement Partners, LLC | 0.00% | — | 1,074 | $32K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.5% | 1,020 | $30K |
| Investors Research Corp | 0.01% | No change | 1,008 | $30K |
| LRI Investments, LLC | 0.00% | Add +101.6% | 1,008 | $30K |
| Geneos Wealth Management Inc. | 0.00% | No change | 978 | $29K |
| Gables Capital Management Inc. | 0.01% | Reduce -25.3% | 950 | $28K |
| Los Angeles Capital Management LLC | 0.00% | No change | 914 | $27K |
| Spire Wealth Management | 0.00% | Reduce -3.5% | 863 | $25K |
| Abound Wealth Management | 0.00% | No change | 810 | $24K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 785 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -10.1% | 756 | $22K |
| UMB Bank, n.a. | 0.00% | Add +1787.5% | 755 | $22K |
| Winthrop Capital Management, LLC | 0.01% | No change | 760 | $22K |
| Sachetta, LLC | 0.01% | Add +21.6% | 720 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +18.6% | 700 | $21K |
| First United Bank & Trust | 0.01% | No change | 678 | $20K |
| Winch Advisory Services, LLC | 0.00% | Add +0.9% | 677 | $20K |
| Toronto Dominion Bank | 0.00% | New | 594 | $18K |
| Lodestone Wealth Management LLC | 0.01% | Add +1.0% | 524 | $15K |
| Lanark Financial, Inc. | 0.00% | Add +1.0% | 503 | $15K |
| Tidemark, LLC | 0.00% | No change | 503 | $15K |
| SRH Advisors, LLC | 0.00% | No change | 502 | $15K |
| Advantage Trust Co | 0.01% | No change | 500 | $15K |
| Kozak & Associates, Inc. | 0.00% | Add +0.8% | 473 | $14K |
| Dogwood Wealth Management LLC | 0.00% | No change | 423 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.8% | 395 | $12K |
| Larson Financial Group LLC | 0.00% | Add +75.6% | 395 | $12K |
| Institute for Wealth Management, LLC. | 0.00% | New | 390 | $12K |
| Community Financial Services Group, LLC | 0.00% | No change | 381 | $11K |
| WPG Advisers, LLC | 0.01% | Add +13.9% | 368 | $11K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 365 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 360 | $11K |
| North Star Investment Management Corp. | 0.00% | Reduce -93.4% | 352 | $10K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -66.8% | 348 | $10K |
| Tsfg, LLC | 0.00% | No change | 350 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 323 | $10K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +12.3% | 320 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 313 | $9K |
| Costello Asset Management, INC | 0.00% | No change | 309 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | Add +27.8% | 308 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 304 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 300 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Add +6.0% | 299 | $9K |
| City Holding Co. | 0.00% | Reduce -26.0% | 296 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | Add +97.9% | 283 | $8K |
| Activest Wealth Management | 0.00% | Add +2.6% | 275 | $8K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 270 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 267 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 270 | $8K |
| Bank of New Hampshire | 0.00% | No change | 250 | $7K |
| NBT Bank, N.A. | 0.00% | No change | 250 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -16.9% | 245 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 230 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 229 | $7K |
| IMA Advisory Services, Inc. | 0.00% | Add +150.6% | 228 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +11.8% | 227 | $7K |
| CENTRAL TRUST Co | 0.00% | No change | 225 | $7K |
| Bogart Wealth, LLC | 0.00% | Reduce -11.2% | 206 | $6K |
| Nemes Rush Group LLC | 0.00% | Add +106.0% | 206 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +8.6% | 203 | $6K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 200 | $6K |
| Philadelphia Investment Partners, LLC | 0.00% | No change | 200 | $6K |
| MTM Investment Management, LLC | 0.00% | No change | 200 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 194 | $6K |
| Community Bank, N.A. | 0.00% | No change | 190 | $6K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.6% | 187 | $6K |
| Vanguard National Trust Co | 0.00% | New | 187 | $6K |
| WealthCollab, LLC | 0.00% | No change | 175 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -40.3% | 173 | $5K |
| CKW Financial Group | 0.00% | New | 172 | $5K |
| SHP Wealth Management | 0.00% | Add +19.9% | 169 | $5K |
| Ares Financial Consulting, LLC | 0.00% | No change | 168 | $5K |
| Strive Financial Group ,LLC | 0.00% | No change | 165 | $5K |
| Archer Investment Corp | 0.00% | Add +0.6% | 160 | $5K |
| West Financial Advisors, LLC | 0.00% | Add +0.7% | 155 | $5K |
| Compass Financial Management LLC | 0.00% | — | 148 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Add +30.4% | 146 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 135 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 131 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +12.9% | 131 | $4K |
| McDonald Partners LLC | 0.00% | New | 130 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 128 | $4K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +0.8% | 127 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 126 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 117 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +50.0% | 114 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -17.6% | 112 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 111 | $3K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 110 | $3K |
| Kimelman & Baird, LLC | 0.00% | No change | 110 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 108 | $3K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 105 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +90.7% | 103 | $3K |
| Capital Analysts, LLC | 0.00% | Add +1.0% | 104 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 100 | $3K |
| City State Bank | 0.00% | No change | 100 | $3K |
| CGC Financial Services, LLC | 0.00% | No change | 100 | $3K |
| Vision Retirement, LLC | 0.00% | No change | 100 | $3K |
| Private Trust Co. NA | 0.00% | Reduce -88.3% | 100 | $3K |
| Caldwell Trust Co | 0.00% | No change | 100 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 100 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 100 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 96 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 92 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 88 | $3K |
| Trust Co. of Toledo NA | 0.00% | No change | 84 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 80 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 76 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 73 | $2K |
| Ameriflex Group, Inc. | 0.00% | Add +1700.0% | 72 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +30.8% | 68 | $2K |
| CX Institutional | 0.00% | No change | 75 | $2K |
| Trust Co. of Vermont | 0.00% | — | 66 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 60 | $2K |
| Key Financial Inc | 0.00% | No change | 56 | $2K |
| Basepoint Wealth LLC | 0.00% | Add +1.9% | 54 | $2K |
| Crews Bank & Trust | 0.00% | No change | 50 | $1K |
| Creative Capital Management Investments LLC | 0.00% | Add +880.0% | 49 | $1K |
| Kilter Group LLC | 0.00% | No change | 41 | $1K |
| Country Trust Bank | 0.00% | No change | 40 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 37 | $1K |
| Align Financial, LLC | 0.00% | No change | 35 | $1K |
| SouthState Bank Corp | 0.00% | Add +18.5% | 32 | $946 |
| Highline Wealth Partners LLC | 0.00% | Add +23.1% | 32 | $945 |
| Cromwell Holdings LLC | 0.00% | No change | 31 | $916 |
| International Assets Investment Management, LLC | 0.00% | No change | 30 | $899 |
| Salem Investment Counselors Inc. | 0.00% | No change | 30 | $887 |
| N.E.W. Advisory Services LLC | 0.00% | No change | 28 | $827 |
| HFM Investment Advisors, LLC | 0.00% | Add +271.4% | 26 | $769 |
| Pacific Center for Financial Services | 0.00% | No change | 25 | $739 |
| Raffa Wealth Management, LLC | 0.00% | Add +13.6% | 25 | $739 |
| Silicon Valley Capital Partners | 0.00% | Add +4.3% | 24 | $694 |
| TFC Financial Management, Inc. | 0.00% | No change | 23 | $680 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +600.0% | 21 | $620 |
| Boreal Capital Management LLC | 0.00% | No change | 20 | $591 |
| Gill Capital Partners, LLC | 0.00% | No change | 20 | $591 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 20 | $591 |
| RMG Wealth Management LLC | 0.00% | New | 20 | $569 |
| Leo H. Evart, Inc. | 0.00% | No change | 19 | $561 |
| Bravera Wealth | 0.00% | No change | 18 | $532 |
| MV Capital Management, Inc. | 0.00% | Add +23.1% | 16 | $473 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 13 | $384 |
| Valley National Advisers Inc. | 0.00% | New | 12 | $352 |
| Trust Co | 0.00% | No change | 10 | $299 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -16.7% | 10 | $295 |
| Financial Management Professionals, Inc. | 0.00% | New | 10 | $295 |
| Truvestments Capital LLC | 0.00% | Reduce -98.3% | 10 | $295 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 8 | $236 |
| Stone House Investment Management, LLC | 0.00% | New | 8 | $236 |
| Washington Trust Advisors, Inc. | 0.00% | New | 8 | $236 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 8 | $236 |
| Clark Wealth Partners | 0.00% | No change | 7 | $207 |
| AdvisorNet Financial, Inc | 0.00% | Add +40.0% | 7 | $207 |
| JPL Wealth Management, LLC | 0.00% | Add +250.0% | 7 | $207 |
| Maryland Capital Advisors Inc. | 0.00% | — | 6 | $178 |
| Minot DeBlois Advisors LLC | 0.00% | No change | 6 | $177 |
| Hughes Financial Services, LLC | 0.00% | Add +20.0% | 6 | $177 |
| DecisionPoint Financial, LLC | 0.00% | New | 5 | $150 |
| Axiom Investment Management LLC | 0.00% | No change | 5 | $148 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $123 |
| Principia Wealth Advisory, LLC | 0.00% | New | 4 | $118 |
| Elequin Capital, LP | 0.00% | Reduce -99.5% | 4 | $118 |
| Robinswood Financial LLC | 0.00% | No change | 2 | $78 |
| Graney & King, LLC | 0.00% | No change | 2 | $64 |
| Triumph Capital Management | 0.00% | Add +100.0% | 2 | $60 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 2 | $59 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -99.4% | 1 | $31 |
| Davis Capital Management | 0.00% | New | 1 | $30 |
| Blue Trust, Inc. | 0.00% | Reduce -99.6% | 1 | $30 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 1 | $30 |
| Navigoe, LLC | 0.00% | New | 13 | $0 |
"% of holder's portfolio" is SIRI's weight in each manager's 13F, not the share of Sirius XM Holdings Inc. the manager owns.