Super Micro ComputerSMCI

13F holders, Q3 2024 (September 30)
636holders −364
106new positions
467sold out
8famous investors
$401.98avg. 13F price*

At the end of Q3 2024, 636 institutions reported holding Super Micro Computer Inc. (SMCI) in their 13F filings, down 364 from Q2 2024. 106 opened new positions and 467 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($1.7B) and State Street Corp. ($890.3M). 8 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Super Micro Computer Inc.
CUSIP
86800U104
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 922Q1 2024Q2 2024: 1,000Q2 2024Q3 2024: 636Q3 2024Q4 2024: 24Q4 2024Q1 2025: 14Q1 2025Q2 2025: 11Q2 2025Q3 2025: 8Q3 2025Q4 2025: 10Q4 2025Q1 2026: 5Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions106$579.3M
Exits467$3.8B

All 13F filers, Q2 2024 → Q3 2024: 6,444,367 shares bought and 8,934,521 shares sold, net −2,490,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 636 holders

Vanguard Group Inc. 0.05% Add +3.1% 6,147,420 $2.6B
BlackRock, Inc. 0.04% — 4,129,154 $1.7B
State Street Corp. 0.04% Add +4.3% 2,138,142 $890.3M
Morgan Stanley 0.05% Add +89.8% 1,531,066 $637.5M
Geode Capital Management, LLC 0.04% Add +1.3% 1,266,040 $529.8M
Susquehanna International Group, LLP 0.59% Reduce -4.1% 818,219 $340.7M
Invesco Ltd. 0.06% Add +100.8% 732,660 $305.1M
JPMorgan Chase & Co. 0.01% Reduce -49.5% 399,284 $166.3M
Tower Research Capital LLC (TRC) 4.13% Add +2733.6% 374,372 $155.9M
Legal & General Group Plc 0.04% Add +56.8% 374,181 $155.8M
Jane Street Group, LLC 0.25% Reduce -54.8% 373,700 $155.6M
Barclays PLC 0.07% Add +148.2% 366,629 $152.7M
Bank of America Corp. 0.01% Add +15.1% 348,685 $145.2M
Charles Schwab Investment Management Inc. 0.03% Reduce -2.9% 341,736 $142.3M
Bank of New York Mellon Corp 0.03% Add +5.6% 327,863 $136.5M
Renaissance Technologies 0.19% New 304,140 $126.6M
Northern Trust Corp. 0.02% Reduce -52.8% 292,616 $121.8M
First Trust Advisors LP 0.11% Add +1437.9% 276,292 $115.0M
National Bank of Canada 0.13% Add +1341.2% 238,035 $99.0M
Belvedere Trading LLC 5.80% Add +1489.2% 232,672 $96.9M
Natixis 0.58% New 228,134 $95.0M
Wells Fargo & Company 0.02% Add +28.8% 200,210 $83.4M
UBS Group AG 0.02% Add +9.1% 175,815 $73.2M
Citigroup Inc. 0.07% Add +18.4% 174,350 $72.6M
Nuveen Asset Management, LLC 0.02% Reduce -6.3% 161,367 $67.2M
Bridgewater Associates 0.38% Add +921.1% 161,104 $67.1M
Optiver Holding B.V. 1.70% Add +252.7% 160,189 $66.7M
Swiss National Bank 0.04% Add +0.3% 156,400 $65.1M
Citadel Advisors 0.06% Reduce -31.6% 137,913 $57.4M
Norges Bank 0.01% Reduce -57.1% 134,933 $56.2M
PEAK6 Investments LLC 2.73% New 130,876 $54.5M
Needham Investment Management LLC 4.18% Add +4.8% 130,750 $54.4M
Marex Group Ltd 1.21% Add +106.9% 127,227 $53.0M
Deutsche Bank AG 0.02% Reduce -8.3% 117,775 $49.0M
Goldman Sachs Group Inc. 0.01% Reduce -39.8% 116,291 $48.4M
USS Investment Management Ltd 0.35% New 114,050 $47.5M
Twinbeech Capital LP 0.87% New 109,711 $45.7M
Swedbank AB 0.06% Add +61.2% 107,980 $45.0M
Inspire Investing, LLC 4.58% Add +1730.3% 107,421 $44.7M
LPL Financial LLC 0.02% Add +7.1% 102,166 $42.5M
Rhumbline Advisers 0.04% Reduce -1.6% 98,723 $41.1M
Twin Tree Management, LP 0.95% Add +254.7% 98,442 $41.0M
CastleKnight Management LP 4.87% Add +481.6% 96,140 $40.0M
California Public Employees Retirement System 0.03% Reduce -1.0% 87,103 $36.3M
Voloridge Investment Management, LLC 0.13% New 86,533 $36.0M
California State Teachers Retirement System 0.04% Add +0.6% 85,787 $35.7M
State of Michigan Retirement System 0.17% Reduce -17.1% 82,800 $34.5M
Bank of Montreal 0.02% Add +7.2% 78,374 $32.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +12.7% 76,840 $32.0M
Rakuten Securities, Inc. 13.88% Add +391.8% 76,660 $31.9M
American Century Companies Inc. 0.02% Reduce -42.1% 76,316 $31.8M
Ameriprise Financial Inc. 0.01% Reduce -37.6% 72,865 $30.3M
Group One Trading LLC 1.15% Add +111.0% 69,917 $29.1M
Quadrature Capital Ltd 0.64% New 68,017 $28.3M
Nomura Holdings Inc. 0.21% Add +211.7% 65,804 $27.4M
ProShare Advisors LLC 0.07% Add +94.2% 64,599 $26.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +87.7% 100,950 $26.5M
Principal Financial Group Inc. 0.01% Reduce -52.1% 63,310 $26.4M
IMC-Chicago, LLC 0.75% New 62,226 $25.9M
State Board of Administration of Florida Retirement System 0.04% Add +11.0% 53,419 $22.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.21% Add +751.1% 51,278 $21.5M
Hudson Bay Capital Management LP 0.17% New 50,000 $20.8M
Alliancebernstein L.P. 0.01% Reduce -9.6% 48,652 $20.3M
CANADA LIFE ASSURANCE Co 0.03% Add +7.7% 45,781 $19.1M
Cantor Fitzgerald, L. P. 1.75% Add +53.6% 45,806 $19.1M
Millennium Management 0.02% Reduce -92.6% 45,783 $19.1M
New York State Teachers Retirement System 0.04% Add +2.2% 45,359 $18.9M
Rafferty Asset Management, LLC 0.06% Add +137.1% 44,271 $18.4M
State of Wisconsin Investment Board 0.05% Add +27.9% 44,078 $18.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -82.0% 43,532 $18.1M
Victory Capital Management Inc. 0.02% Add +128.2% 42,642 $17.8M
Osaic Holdings, Inc. 0.04% Add +12.7% 40,565 $16.9M
Value Aligned Research Advisors, LLC 4.21% Reduce -11.3% 38,886 $16.2M
Stifel Financial Corp. 0.02% Add +110.8% 36,628 $15.3M
Oppenheimer & Co. Inc. 0.23% Reduce -22.5% 35,818 $14.9M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -6.3% 34,000 $14.2M
Voya Investment Management LLC 0.02% Reduce -59.4% 32,111 $13.4M
Treasurer of the State of North Carolina 0.05% Add +6.0% 31,170 $13.0M
Engineers Gate Manager LP 0.25% Add +1930.2% 31,021 $12.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.8% 30,542 $12.7M
Royal London Asset Management Ltd. 0.03% Add +279.8% 29,483 $12.3M
New York State Common Retirement Fund 0.02% Add +3.4% 29,279 $12.2M
Raymond James & Associates 0.01% Reduce -40.2% 28,999 $12.1M
Storebrand Asset Management As 0.04% Add +3.3% 28,845 $12.0M
Commonwealth Equity Services, LLC 0.02% Reduce -5.4% 28,745 $12.0M
HSBC Holdings PLC 0.01% Reduce -79.5% 27,952 $11.6M
D. E. Shaw & Co. 0.02% Reduce -89.4% 27,306 $11.4M
Pinebridge Investments, L.P. 0.08% Add +28.6% 26,606 $11.1M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +834.1% 265,160 $11.0M
Ardsley Advisory Partners LP 2.01% New 25,500 $10.6M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -8.2% 25,345 $10.6M
Mirae Asset Securities (usa) Inc. 0.60% New 25,094 $10.4M
DNB Asset Management AS 0.05% Add +3.4% 24,455 $10.2M
Coatue Management 0.04% New 24,161 $10.1M
Rockefeller Capital Management L.P. 0.03% Reduce -14.4% 23,893 $10.0M
Liontrust Investment Partners LLP 0.14% No change 12,100 $9.9M
Jump Financial, LLC 0.20% Add +72.8% 22,990 $9.6M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -15.3% 22,776 $9.5M
RPG Investment Advisory, LLC 1.34% Add +58.1% 22,466 $9.4M
Danske Bank A/S 0.03% Reduce -26.9% 22,424 $9.3M
Bank of Nova Scotia 0.02% Reduce -63.5% 21,308 $8.9M
Aviva PLC 0.02% Add +12.4% 21,063 $8.8M
Pictet Asset Management Holding SA 0.01% Reduce -14.1% 20,855 $8.7M
Handelsbanken Fonder AB 0.03% Reduce -10.0% 20,647 $8.6M
Mariner, LLC 0.01% Add +10.3% 20,211 $8.4M
Asset Management One Co., Ltd. 0.03% Reduce -0.1% 19,916 $8.3M
Thrivent Financial for Lutherans 0.02% Add +440.6% 19,760 $8.2M
Janney Montgomery Scott LLC 0.02% Reduce -18.9% 19,535 $8.1M
State of New Jersey Common Pension Fund D 0.03% No change 19,495 $8.1M
Guggenheim Capital LLC 0.06% Add +377.1% 19,136 $8.0M
Aberdeen Group plc 0.01% Add +337.6% 18,865 $7.9M
Qube Research & Technologies Ltd 0.01% Reduce -59.8% 18,353 $7.6M
Advisory Services Network, LLC 0.16% No change 9,278 $7.6M
Lido Advisors, LLC 0.06% Add +9.6% 18,228 $7.6M
Corebridge Financial, Inc. 0.04% Add +22.5% 18,225 $7.6M
Nomura Asset Management Co. Ltd. 0.02% Reduce -53.9% 17,544 $7.3M
Portolan Capital Management, LLC 0.52% Reduce -59.6% 17,133 $7.1M
CIBC Asset Management Inc 0.02% Add +147.3% 17,132 $7.1M
Canada Pension Plan Investment Board 0.01% New 16,884 $7.0M
Independent Advisor Alliance 0.25% Add +21.3% 16,766 $7.0M
Resona Asset Management Co.,Ltd. 0.04% Reduce -1.4% 16,150 $6.7M
MetLife Investment Management, LLC 0.04% Reduce -2.4% 15,337 $6.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +18.6% 15,315 $6.4M
Verition Fund Management LLC 0.05% Add +296.0% 15,213 $6.3M
Arizona State Retirement System 0.04% Add +4.3% 15,099 $6.3M
Assetmark, Inc. 0.02% Add +164.8% 150,333 $6.3M
Teilinger Capital Ltd. 3.74% New 150,000 $6.2M
Squarepoint Ops LLC 0.02% Reduce -35.6% 14,548 $6.1M
SG Americas Securities, LLC 0.02% Reduce -7.6% 14,261 $5.9M
UniSuper Management Pty Ltd 0.04% Add +43.8% 13,685 $5.7M
Great Valley Advisor Group, Inc. 0.14% Add +21.0% 13,371 $5.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +183.9% 13,233 $5.6M
State of Tennessee, Department of Treasury 0.02% Reduce -29.2% 13,319 $5.5M
Andar Capital Management HK Ltd 7.16% New 13,000 $5.4M
MML Investors Services, LLC 0.02% Reduce -19.4% 12,498 $5.2M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +12.6% 124,652 $5.2M
Nissay Asset Management Corp. /Japan 0.03% Add +86.0% 11,751 $4.9M
GTS Securities LLC 0.10% Reduce -34.5% 11,631 $4.8M
Gotham Asset Management 0.05% Add +6.2% 11,595 $4.8M
Retirement Systems of Alabama 0.02% Add +2.3% 11,367 $4.7M
Xponance LLC 0.05% Reduce -2.5% 11,299 $4.7M
HAP Trading, LLC 2.38% New 11,267 $4.7M
NewEdge Advisors, LLC 0.03% Reduce -13.5% 11,118 $4.6M
AQR Capital Management 0.01% Reduce -84.4% 11,075 $4.6M
Baird Financial Group, Inc. 0.01% Reduce -21.0% 11,068 $4.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.9% 10,963 $4.6M
G2 Investment Partners Management LLC 1.27% Reduce -43.7% 10,776 $4.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% — 10,700 $4.5M
Russell Investments Group, Ltd. 0.01% Reduce -73.1% 10,664 $4.4M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +0.1% 10,559 $4.4M
Amalgamated Bank 0.04% Reduce -1.4% 10,536 $4.4M
Czech National Bank 0.04% Add +6.9% 10,264 $4.3M
Prudential Financial Inc. 0.01% Reduce -51.2% 22,502 $4.3M
Parallax Volatility Advisers, L.P. 0.12% Add +167.7% 9,885 $4.1M
Aquatic Capital Management LLC 0.11% Add +51.3% 9,680 $4.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +16.3% 9,457 $3.9M
Ironwood Investment Management LLC 1.90% Add +91.1% 9,343 $3.9M
Cresset Asset Management, LLC 0.01% Add +104.5% 9,262 $3.9M
PNC Financial Services Group, Inc. 0.00% Add +34.1% 9,174 $3.8M
Creative Planning 0.00% Add +4.1% 9,038 $3.8M
Kingswood Wealth Advisors, LLC 0.27% Add +70.5% 8,929 $3.7M
Clarity Capital Partners LLC 2.17% Add +141.6% 8,846 $3.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -12.9% 8,793 $3.7M
Caisse de depot et placement du Quebec 0.01% Add +99.0% 8,787 $3.7M
Beck Capital Management, LLC 0.94% Reduce -16.3% 8,440 $3.5M
Stevens Capital Management LP 0.49% Add +1792.9% 8,291 $3.5M
Cibc World Markets Corp. 0.02% Add +24.6% 8,256 $3.4M
Utah Retirement Systems 0.04% Add +16.1% 8,155 $3.4M
Comerica Bank 0.01% Reduce -53.1% 8,062 $3.4M
Magnetar Financial LLC 0.09% Reduce -27.8% 8,053 $3.4M
Tredje AP-fonden 0.03% Add +4.6% 7,904 $3.3M
Calamos Advisors LLC 0.02% Reduce -41.7% 7,834 $3.3M
Pacer Advisors, Inc. 0.01% Add +80.4% 7,676 $3.2M
Yousif Capital Management, LLC 0.03% Reduce -0.0% 7,635 $3.2M
Robeco Institutional Asset Management B.V. 0.01% Reduce -64.3% 7,563 $3.1M
National Mutual Insurance Federation of Agricultural Cooperatives 0.03% New 7,500 $3.1M
Shelton Capital Management 0.08% Add +812.5% 7,400 $3.1M
KBC Group NV 0.01% Reduce -60.4% 7,329 $3.1M
Louisiana State Employees Retirement System 0.06% Add +160.7% 7,300 $3.0M
New York Life Investment Management LLC 0.03% Reduce -3.2% 6,706 $2.8M
Gateway Investment Advisers LLC 0.03% New 6,684 $2.8M
Allianz Asset Management GmbH 0.00% Reduce -32.4% 56,197 $2.8M
Wellington Management Group LLP 0.00% Reduce -86.9% 6,608 $2.8M
Janus Henderson Group PLC 0.00% Add +36.0% 6,560 $2.7M
Avantax Advisory Services, Inc. 0.02% Add +67.4% 6,544 $2.7M
Redhawk Wealth Advisors, Inc. 0.37% Reduce -5.0% 6,251 $2.6M
Mutual of America Capital Management LLC 0.03% Reduce -7.6% 6,201 $2.6M
Harmony Asset Management LLC 0.95% Add +0.2% 6,199 $2.6M
Snowden Capital Advisors LLC 0.08% Reduce -68.4% 6,174 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -3.5% 6,094 $2.5M
Strategic Advisors LLC 0.47% Add +1248.3% 6,054 $2.5M
iA Global Asset Management Inc. 0.04% New 5,969 $2.5M
Center For Asset Management LLC 1.46% Add +965.6% 5,882 $2.4M
State of Alaska, Department of Revenue 0.03% Add +7.2% 5,873 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.3% 5,620 $2.3M
Arlington Capital Management, Inc. 1.92% Add +238.9% 5,613 $2.3M
Innova Wealth Partners 1.92% New 5,613 $2.3M
Activest Wealth Management 0.70% Add +78.9% 5,471 $2.3M
Royal Fund Management, LLC 0.16% Add +199.7% 5,302 $2.2M
Tidal Investments LLC 0.02% Add +143.8% 50,355 $2.2M
DekaBank Deutsche Girozentrale 0.00% Reduce -42.8% 5,307 $2.2M
Capital Markets Trading UK LLP 2.01% New 5,229 $2.2M
Adams Wealth Management 0.47% Add +46.9% 5,215 $2.2M
CacheTech Inc. 0.47% Add +46.9% 5,215 $2.2M
Faithward Advisors, LLC 0.37% Reduce -48.1% 5,153 $2.1M
Patton Albertson Miller Group, LLC 0.29% New 5,103 $2.1M
NorthCoast Asset Management LLC 0.01% Add +22.8% 5,230 $2.1M
Pathstone Holdings, LLC 0.01% Reduce -1.0% 4,998 $2.1M
Profund Advisors LLC 0.08% Add +366.0% 4,972 $2.1M
Private Advisor Group, LLC 0.01% Reduce -41.5% 4,953 $2.1M
Quent Capital, LLC 0.21% Add +18.5% 4,858 $2.0M
Sei Investments Co. 0.00% Reduce -18.1% 4,801 $2.0M
Teamwork Financial Advisors, LLC 0.27% Add +67.2% 4,656 $1.9M
SpiderRock Advisors, LLC 0.04% Add +14.5% 4,602 $1.9M
Vontobel Holding Ltd. 0.01% Add +165.4% 4,568 $1.9M
Edmp, Inc. 1.49% New 4,356 $1.8M
Numerai GP LLC 0.48% Add +221.0% 4,340 $1.8M
Wealthfront Advisers LLC 0.01% Add +140.4% 4,322 $1.8M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.8% 4,314 $1.8M
Cavalier Investments, LLC 0.55% Reduce -82.5% 4,311 $1.8M
Oregon Public Employees Retirement Fund 0.03% Reduce -0.3% 4,311 $1.8M
Vident Advisory, LLC 0.04% Add +69.9% 4,191 $1.7M
Shariaportfolio, Inc. 0.92% Add +0.1% 4,166 $1.7M
Kerrisdale Advisers, LLC 0.59% New 4,165 $1.7M
Integrated Advisors Network LLC 0.08% Reduce -64.7% 4,164 $1.7M
Nordea Investment Management AB 0.00% Reduce -0.0% 4,068 $1.7M
LifePro Asset Management 1.05% New 4,108 $1.7M
NorthCrest Asset Manangement, LLC 0.05% Reduce -58.5% 4,068 $1.7M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -3.1% 4,039 $1.7M
Two Sigma Securities, LLC 0.13% Reduce -42.4% 4,035 $1.7M
Sigma Planning Corp 0.05% Add +25.1% 3,950 $1.6M
Strategic Planning Group, LLC 0.30% Add +20.3% 3,686 $1.5M
IFP Advisors, Inc 0.06% Add +42.2% 3,679 $1.5M
Corient Private Wealth LP 0.00% Reduce -3.5% 3,630 $1.5M
Kentucky Retirement Systems 0.04% Reduce -5.6% 3,582 $1.5M
Frank, Rimerman Advisors LLC 0.10% Reduce -5.3% 3,512 $1.5M
Petra Financial Advisors Inc. 0.96% Reduce -5.3% 3,510 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +45.7% 3,497 $1.5M
Harvest Fund Management Co., Ltd 0.09% Reduce -3.8% 3,446 $1.4M
Lake Hills Wealth Management, LLC 0.95% Add +118.1% 3,411 $1.4M
Equitable Holdings, Inc. 0.01% Add +14.9% 3,401 $1.4M
LMG Wealth Partners, LLC 0.32% Add +202.8% 3,304 $1.4M
Mizuho Securities USA LLC 0.03% Reduce -18.1% 3,266 $1.4M
Hussman Strategic Advisors, Inc. 0.32% Add +200.0% 3,150 $1.3M
Independent Financial Group, LLC 0.05% Add +52.0% 3,124 $1.3M
Geneos Wealth Management Inc. 0.05% Reduce -25.1% 3,123 $1.3M
Greater Midwest Financial Group, LLC 0.76% New 3,121 $1.3M
Prospera Financial Services Inc 0.03% Add +41.4% 3,031 $1.3M
American Alpha Advisors, LLC 1.17% — 3,000 $1.2M
KG Capital Management 0.40% New 3,000 $1.2M
De Lisle Partners LLP 0.20% New 3,000 $1.2M
Csenge Advisory Group 0.06% Add +947.1% 25,518 $1.2M
Illinois Municipal Retirement Fund 0.02% No change 2,892 $1.2M
LJI Wealth Management, LLC 0.25% New 2,881 $1.2M
Bay Rivers Group 0.59% Reduce -44.2% 2,870 $1.2M
Federation des caisses Desjardins du Quebec 0.01% Add +39.9% 2,852 $1.2M
Kestra Private Wealth Services, LLC 0.02% Reduce -31.4% 2,835 $1.2M
Global Assets Advisory, LLC 0.63% New 28,550 $1.2M
Cwm, LLC 0.01% Add +11.7% 2,773 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -6.7% 2,767 $1.2M
Vivid Wealth Management, LLC 0.59% Add +31.0% 2,726 $1.1M
Cerity Partners LLC 0.00% Add +22.5% 2,707 $1.1M
M&T Bank Corp 0.00% Add +142.6% 2,681 $1.1M
OMERS ADMINISTRATION Corp 0.01% Add +51.2% 2,657 $1.1M
Advisors Asset Management, Inc. 0.02% Add +22.3% 2,618 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Reduce -54.3% 2,553 $1.1M
Prime Capital Investment Advisors, LLC 0.02% Add +17.6% 2,537 $1.1M
Truvestments Capital LLC 0.28% Reduce -6.5% 2,536 $1.1M
New Mexico Educational Retirement Board 0.04% No change 2,500 $1.0M
Flynn Zito Capital Management, LLC 0.50% Reduce -4.2% 2,462 $1.0M
Sanctuary Advisors, LLC 0.01% Add +254.7% 30,634 $1.0M
BNP Paribas 0.04% No change 2,417 $1.0M
D.A. Davidson & Co. 0.01% Add +21.4% 2,431 $1.0M
Scientech Research LLC 0.20% New 2,376 $989K
Moors & Cabot, Inc. 0.05% Reduce -46.6% 2,341 $975K
Crossmark Global Holdings, Inc. 0.02% Add +581.6% 23,380 $973K
US Bancorp \de 0.00% Reduce -24.8% 2,314 $964K
Ameritas Investment Partners, Inc. 0.03% Add +1591.5% 22,920 $954K
Vestcor Inc 0.03% Reduce -31.5% 2,270 $945K
Adell Harriman & Carpenter Inc. 0.07% Reduce -32.4% 2,213 $921K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +53.7% 2,204 $918K
International Assets Investment Management, LLC 0.07% Add +53.1% 2,201 $916K
Jacobs Levy Equity Management, Inc. 0.00% New 2,175 $906K
Balyasny Asset Management L.P. 0.00% Add +180.5% 2,174 $905K
PFG Investments, LLC 0.06% Add +73.8% 2,125 $885K
Blueshift Asset Management, LLC 0.22% Add +363.5% 2,109 $878K
Foundations Investment Advisors, LLC 0.02% Add +24.8% 2,107 $877K
GMT Capital Corp 0.03% New 2,100 $874K
Focused Wealth Management, Inc 0.12% Add +0.4% 2,092 $871K
Benchmark Investment Advisors LLC 0.61% New 2,055 $856K
Pinnacle Wealth Management, LLC 1.01% Reduce -27.5% 2,029 $845K
First Bank & Trust 0.16% Add +1.3% 2,015 $839K
Yorktown Management & Research Co Inc 0.85% Reduce -52.4% 1,995 $831K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +128.2% 2,026 $828K
CW Advisors, LLC 0.01% Reduce -17.3% 1,982 $825K
Forum Financial Management, LP 0.01% Add +0.1% 1,957 $815K
Toronto Dominion Bank 0.00% Reduce -47.9% 19,420 $809K
Shelton Wealth Management, LLC 0.45% Add +81.7% 1,904 $793K
DAVENPORT & Co LLC 0.00% Add +262.7% 1,897 $790K
Public Sector Pension Investment Board 0.00% Reduce -94.9% 1,888 $786K
Traynor Capital Management, Inc. 0.06% Add +13.9% 1,868 $778K
Jones Financial Companies LLLP 0.00% Add +65.1% 1,847 $775K
Connecticut Wealth Management, LLC 0.04% Reduce -0.8% 1,861 $775K
Peterson Wealth Services 0.24% Add +25.2% 1,834 $764K
Kovack Advisors, Inc. 0.08% Reduce -14.0% 1,817 $756K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -83.0% 1,787 $744K
Milestone Asset Management, LLC 0.17% New 1,783 $742K
Exchange Traded Concepts, LLC 0.02% Add +276.9% 1,779 $741K
Sherbrooke Park Advisers LLC 0.17% New 1,743 $726K
Investment Management Corp of Ontario 0.02% Add +53.0% 1,732 $721K
Truist Financial Corp. 0.00% Reduce -25.0% 1,732 $721K
Channel Wealth LLC 0.24% Reduce -44.4% 1,725 $718K
Optimum Investment Advisors 0.31% Add +48.2% 1,718 $715K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +6.8% 1,702 $709K
Strait & Sound Wealth Management LLC 0.34% New 2,745 $708K
Knollwood Investment Advisory, LLC 0.08% No change 1,700 $708K
HUB Investment Partners, LLC 0.03% Add +355.5% 1,699 $707K
Metis Global Partners, LLC 0.02% Add +2.2% 1,691 $704K
Ground Swell Capital, LLC 0.97% New 1,637 $682K
Oxinas Partners, LLC 0.40% Reduce -1.3% 1,576 $656K
Emerald Advisers, LLC 0.03% Add +77.7% 1,562 $650K
Main Management ETF Advisors, LLC 0.03% New 1,552 $646K
Mindset Wealth Management, LLC 0.27% — 1,542 $642K
Cunning Capital Partners, LP 0.34% No change 1,540 $641K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -5.4% 1,537 $640K
Schear Investment Advisers, LLC 0.39% Add +54.3% 1,526 $635K
IPG Investment Advisors LLC 0.14% Add +19.4% 1,504 $626K
Achmea Investment Management B.V. 0.01% New 1,497 $624K
Strategic Investment Advisors / MI 0.07% Add +10.5% 1,477 $615K
Sawyer & Company, Inc 0.23% New 1,476 $615K
Arete Wealth Advisors, LLC 0.05% Reduce -9.6% 1,477 $613K
Money Concepts Capital Corp. 0.05% New 1,466 $610K
Concorde Asset Management, LLC 0.34% Add +128.1% 1,446 $602K
Jefferies Financial Group Inc. 0.01% Add +250.0% 1,400 $583K
Man Group plc 0.00% Reduce -80.7% 1,399 $583K
Good Life Advisors, LLC 0.04% Add +114.8% 1,366 $569K
Perennial Investment Advisors, LLC 0.07% Reduce -30.8% 1,362 $567K
Prairie Wealth Advisors, Inc. 0.27% Add +18.3% 1,329 $553K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -87.5% 1,320 $550K
Inspire Advisors, LLC 0.07% Add +81.2% 1,319 $549K
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 1,317 $548K
B. Metzler seel. Sohn & Co. AG 0.01% Add +3.5% 1,317 $548K
Townsquare Capital LLC 0.01% Add +66.5% 1,307 $544K
Wedbush Securities Inc. 0.02% Add +1.1% 1,301 $542K
Kings Path Partners LLC 0.23% Reduce -38.1% 1,300 $541K
Inscription Capital, LLC 0.08% No change 1,300 $541K
Legacy Bridge, LLC 0.29% Reduce -63.7% 1,292 $538K
Virtus Advisers, LLC 0.24% New 1,243 $518K
Stoneridge Investment Partners LLC 0.19% Add +3.8% 1,238 $516K
First Community Trust NA 0.42% Reduce -7.5% 1,234 $514K
Meiji Yasuda Life Insurance Co 0.01% Reduce -35.3% 1,234 $514K
Sequoia Financial Advisors, LLC 0.01% Reduce -12.8% 1,231 $513K
Integrated Wealth Concepts LLC 0.01% Reduce -0.7% 1,231 $513K
Perigon Wealth Management, LLC 0.01% Add +24.7% 1,217 $507K
Wahed Invest LLC 0.09% New 12,010 $500K
Financial Advocates Investment Management 0.03% Add +75.3% 1,199 $499K
Signaturefd, LLC 0.01% Add +47.4% 1,191 $496K
TrinityPoint Wealth, LLC 0.07% Reduce -35.7% 1,177 $490K
Moneta Group Investment Advisors LLC 0.01% Add +3035.5% 11,570 $482K
Westside Investment Management, Inc. 0.10% No change 764 $473K
OneDigital Investment Advisors LLC 0.01% Add +108.5% 1,132 $471K
Dymon Asia Capital (singapore) Pte. LTD. 0.57% Add +872.7% 11,293 $470K
SeaCrest Wealth Management, LLC 0.05% Add +13.0% 1,127 $469K
Swiss Life Asset Management Ltd 0.01% Reduce -42.7% 1,127 $469K
Daiichi Life Insurance Co., Ltd. 0.01% No change 1,112 $463K
Nicholas Wealth, LLC. 0.29% New 1,108 $461K
Groesbeck Investment Management Corp. 0.67% Add +864.8% 10,950 $456K
Stiles Financial Services Inc 0.16% Add +152.9% 1,075 $448K
Sara-Bay Financial 0.16% Reduce -27.3% 1,065 $443K
Synovus Financial Corp. 0.01% New 1,065 $443K
Praxis Investment Management Inc. 0.03% Add +116.3% 1,060 $441K
Fox Run Management, L.L.C. 0.10% Reduce -33.2% 1,059 $441K
GM Advisory Group, LLC 0.03% Add +207.6% 1,049 $437K
Ritholtz Wealth Management 0.01% Reduce -45.4% 1,047 $436K
Burney Co./ 0.02% Reduce -0.3% 1,044 $435K
Delta Investment Management, LLC 0.09% New 1,025 $427K
TriaGen Wealth Management LLC 0.14% New 1,022 $426K
MAI Capital Management 0.00% Reduce -48.4% 1,008 $420K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -72.2% 1,002 $417K
Full Sail Capital, LLC 0.03% New 1,000 $416K
GFS Advisors, LLC 0.09% Reduce -99.8% 1,000 $416K
Formidable Asset Management, LLC 0.07% Add +52.1% 992 $413K
Dark Forest Capital Management LP 0.05% Add +184.4% 987 $411K
Commerce Bank 0.00% Reduce -67.9% 983 $409K
United Capital Financial Advisors, LLC 0.00% Reduce -19.3% 978 $407K
Hoey Investments, Inc. 0.08% No change 494 $405K
J.W. Cole Advisors, Inc. 0.02% Add +82.0% 968 $403K
Holderness Investments Co. 0.09% Reduce -29.6% 962 $401K
Groupama Asset Managment 0.01% Add +0.5% 1,194 $399K
Benjamin Edwards Inc. 0.01% New 919 $383K
IHT Wealth Management, LLC 0.01% Add +678.6% 3,574 $379K
Dynamic Advisor Solutions LLC 0.01% Reduce -30.5% 901 $375K
Chicago Partners Investment Group LLC 0.01% Add +1990.1% 8,256 $374K
Principal Securities, Inc. 0.01% Reduce -17.5% 898 $374K
Empowered Funds, LLC 0.01% Add +435.0% 8,870 $369K
Avestar Capital, LLC 0.04% Add +2.7% 861 $359K
First Trust Direct Indexing L.P. 0.02% Reduce -5.7% 861 $359K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -55.3% 854 $356K
Capstone Investment Advisors, LLC 0.01% Reduce -5.6% 850 $354K
STF Management LP 0.16% New 8,460 $352K
CMT Capital Markets Trading GmbH 0.16% Add +109.5% 840 $350K
Montag A & Associates Inc. 0.02% Reduce -52.9% 835 $348K
Savant Capital, LLC 0.00% Reduce -37.8% 833 $347K
Pinnacle Associates Ltd. 0.01% Add +95.2% 1,210 $344K
Total Clarity Wealth Management, Inc. 0.11% Reduce -9.1% 821 $342K
Mainstay Capital Management LLC 0.06% Add +32.4% 817 $340K
AXA S.A. 0.00% Add +23.6% 8,101 $337K
Steward Partners Investment Advisory, LLC 0.00% Add +85.9% 805 $335K
Keynote Financial Services LLC 0.26% New 803 $334K
Blue Trust, Inc. 0.00% Add +106.1% 406 $333K
Portman Square Capital LLP 0.26% No change 796 $331K
Abn Amro Investment Solutions 0.01% Add +12.8% 786 $327K
Fifth Third Bancorp 0.00% Reduce -10.1% 778 $324K
PFG Advisors 0.02% Reduce -64.9% 777 $324K
WT Wealth Management 0.10% New 6,800 $321K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -7.9% 767 $320K
ICICI Prudential Asset Management Co Ltd 0.03% New 764 $318K
Lake Street Advisors Group, LLC 0.01% Reduce -54.5% 763 $318K
Avidian Wealth Enterprises, LLC 0.01% Add +62.4% 760 $316K
Neuberger Berman Group LLC 0.00% Reduce -99.0% 758 $316K
Parsons Capital Management Inc. 0.02% Add +16.1% 757 $315K
Panagora Asset Management Inc. 0.00% Add +12.7% 755 $314K
Willis Johnson & Associates, Inc. 0.02% Reduce -0.3% 754 $314K
Caprock Group, LLC 0.01% Reduce -60.4% 749 $312K
Strategy Asset Managers LLC 0.06% Reduce -8.8% 747 $311K
Parcion Private Wealth LLC 0.03% New 747 $311K
Providence Wealth Advisors, LLC 0.23% Add +900.0% 6,810 $311K
Prudential PLC 0.00% Reduce -95.8% 744 $310K
China Universal Asset Management Co., Ltd. 0.03% New 743 $309K
Shell Asset Management Co. 0.01% — 738 $307K
Granahan Investment Management, LLC 0.01% New 729 $304K
Ameritas Advisory Services, LLC 0.01% Add +1.0% 725 $302K
Cibc World Market Inc. 0.00% Reduce -68.5% 7,225 $301K
Johnson Investment Counsel Inc. 0.00% No change 721 $300K
Mizuho Markets Cayman LP 1.33% New 720 $300K
HBK Sorce Advisory LLC 0.01% Add +186.3% 710 $296K
Octavia Wealth Advisors, LLC 0.04% Add +176.6% 708 $295K
Hoge Financial Services, LLC 0.22% New 700 $291K
Austin Private Wealth, LLC 0.03% Reduce -46.6% 700 $291K
HMS Capital Management, LLC 0.14% No change 689 $287K
Concord Wealth Partners 0.05% Add +25.8% 682 $284K
Schonfeld Strategic Advisors LLC 0.00% Reduce -95.4% 682 $284K
Brookstone Capital Management 0.00% Add +28.1% 679 $283K
Global Retirement Partners, LLC 0.01% Reduce -68.1% 677 $282K
Magnus Financial Group LLC 0.03% Reduce -46.4% 673 $280K
Spire Wealth Management 0.01% Reduce -46.2% 666 $277K
Advisors Management Group Inc. 0.06% Add +3.5% 656 $273K
Coldstream Capital Management Inc. 0.01% Add +45.1% 1,088 $272K
Meridian Wealth Management, LLC 0.01% New 648 $270K
JT Stratford LLC 0.05% Add +8.7% 637 $265K
Oxford Asset Management LLP 0.22% New 636 $265K
Seaport Global Advisors, LLC 0.83% Reduce -41.4% 634 $264K
JBR Co Financial Management Inc 0.17% Add +142.9% 634 $264K
Bell Bank 0.03% New 621 $259K
Glass Jacobson Investment Advisors llc 0.08% Reduce -10.0% 612 $255K
Orion Capital Management LLC 0.12% Add +17.3% 610 $254K
Bleakley Financial Group, LLC 0.01% Reduce -9.8% 608 $253K
Quantinno Capital Management LP 0.00% Add +0.5% 604 $252K
Lifestyle Asset Management, Inc. 0.14% Add +49.1% 598 $249K
TrueWealth Advisors, LLC 0.08% Add +99.0% 593 $247K
Journey Advisory Group, LLC 0.03% No change 300 $246K
Zacks Investment Management 0.00% Reduce -89.2% 585 $243K
Mackenzie Financial Corp. 0.00% Reduce -37.7% 5,801 $242K
Fielder Capital Group LLC 0.08% No change 580 $242K
Northeast Financial Consultants Inc 0.01% No change 577 $240K
Kingsview Wealth Management, LLC 0.01% Reduce -62.1% 577 $240K
B & T Capital Management DBA Alpha Capital Management 0.04% Reduce -0.3% 573 $239K
Ausdal Financial Partners, Inc. 0.02% New 573 $239K
Archer Investment Corp 0.06% Add +364.2% 571 $238K
Trust Asset Management LLC 0.02% No change 560 $233K
Mutual Advisors, LLC 0.01% New 5,037 $233K
Pittenger & Anderson Inc. 0.01% No change 550 $229K
Abel Hall, LLC 0.15% Reduce -41.4% 548 $228K
Glenmede Trust Co. NA 0.00% Add +30.2% 535 $223K
Seaview Investment Managers LLC 0.07% Add +60.5% 533 $222K
Siemens Fonds Invest GmbH 0.02% No change 530 $221K
Scotia Capital Inc. 0.00% Reduce -78.4% 528 $220K
Cigna Investments Inc. 0.04% Reduce -2.1% 518 $216K
Wealth Effects LLC 0.08% Add +90.7% 515 $214K
Invst, LLC 0.03% Add +10.7% 509 $212K
GAMMA Investing LLC 0.02% Add +54.3% 503 $209K
Investment Partners, LTD. 0.09% New 500 $208K
360 Financial, Inc. 0.08% No change 500 $208K
Prospect Financial Services LLC 0.13% New 499 $208K
Savvy Advisors, Inc. 0.04% Reduce -0.4% 498 $207K
Quantum Private Wealth, LLC 0.07% Add +23.8% 495 $206K
Hilltop Holdings Inc. 0.01% Reduce -29.3% 495 $206K
Simmons Bank 0.01% Reduce -82.2% 493 $205K
FWG Holdings, LLC 0.10% New 4,300 $205K
Summit Financial, LLC 0.01% Reduce -83.6% 490 $204K
Apollon Wealth Management, LLC 0.01% Reduce -12.0% 485 $202K
HM Payson & Co. 0.00% Add +8.2% 423 $176K
GPS Wealth Strategies Group, LLC 0.02% Add +178.7% 418 $174K
Compagnie Lombard Odier SCmA 0.00% Reduce -33.3% 398 $166K
NFSG Corp 0.06% Reduce -3.5% 392 $163K
Private Trust Co. NA 0.02% Reduce -59.6% 385 $160K
Ostrum Asset Management 0.01% Add +1.1% 384 $160K
Bokf, NA 0.00% Add +22.0% 3,329 $138K
WASHINGTON TRUST Co 0.00% Add +64.4% 332 $138K
AlphaQuest LLC 0.01% Add +16250.0% 327 $136K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -74.7% 322 $134K
Sound Income Strategies, LLC 0.01% Reduce -27.3% 267 $111K
Maxi Investments CY Ltd 0.03% Reduce -61.5% 250 $104K
Banque Cantonale Vaudoise 0.00% Reduce -39.0% 250 $104K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -17.0% 234 $97K
Mather Group, Llc. 0.00% Add +49.0% 222 $92K
Tucker Asset Management LLC 0.02% Reduce -25.6% 221 $92K
Ancora Advisors LLC 0.00% Add +511.4% 214 $89K
Prestige Wealth Management Group LLC 0.02% Add +1658.3% 211 $88K
Emerald Mutual Fund Advisers Trust 0.00% New 210 $87K
First Horizon Advisors, Inc. 0.00% Reduce -5.0% 208 $87K
V-Square Quantitative Management LLC 0.01% Reduce -55.4% 201 $84K
Chelsea Counsel Co. 0.04% Add +100.0% 200 $83K
Alta Advisers Ltd 0.04% New 200 $83K
Macquarie Group Ltd. 0.00% Reduce -98.4% 200 $83K
Bessemer Group Inc. 0.00% Reduce -24.3% 190 $79K
CI Investments Inc. 0.00% Reduce -73.5% 1,870 $78K
Clearstead Advisors, LLC 0.00% Add +302.3% 173 $72K
Castleview Partners, LLC 0.04% Add +110.7% 158 $66K
Vestor Capital, LLC 0.01% No change 155 $65K
Clear Point Advisors Inc. 0.05% Add +88.8% 151 $63K
MRP Capital Investments, LLC 0.06% New 150 $62K
Planning Capital Management Corp 0.04% New 141 $59K
Quadrant Capital Group LLC 0.00% Reduce -27.1% 140 $58K
Royal Bank of Canada 0.00% Reduce -99.9% 125 $52K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -3.1% 124 $51K
Jamison Private Wealth Management, Inc. 0.01% Add +16.2% 122 $51K
Smartleaf Asset Management LLC 0.01% Add +118.9% 116 $49K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -8.0% 115 $48K
Huntington National Bank 0.00% Add +2.8% 110 $46K
Central Pacific Bank - Trust Division 0.01% Reduce -55.6% 100 $42K
Trust Co. of Vermont 0.00% No change 100 $42K
Larson Financial Group LLC 0.00% Reduce -33.6% 99 $41K
Advent Capital Management 0.06% New 88 $37K
Eastern Bank 0.00% New 85 $35K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 83 $35K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +95.2% 82 $34K
LGT Financial Advisors LLC 0.08% Reduce -32.1% 76 $32K
Gilliland Jeter Wealth Management LLC 0.01% New 75 $31K
CENTRAL TRUST Co 0.00% No change 75 $31K
Lazard Asset Management LLC 0.00% Reduce -99.7% 72 $29K
Horizon Investments, LLC 0.00% Reduce -61.0% 682 $28K
Tsfg, LLC 0.01% New 60 $25K
Ashton Thomas Securities, LLC 0.00% New 58 $24K
PSI Advisors, LLC 0.01% New 55 $23K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +238.5% 44 $22K
Mb, Levis & Associates, LLC 0.01% No change 50 $21K
TD Private Client Wealth LLC 0.00% Add +51.5% 50 $21K
Adirondack Trust Co. 0.01% No change 50 $21K
AlphaCentric Advisors LLC 0.02% Reduce -3.9% 49 $20K
Catalyst Capital Advisors LLC 0.00% New 48 $20K
DecisionPoint Financial, LLC 0.01% New 47 $20K
Bell Investment Advisors, Inc 0.00% Reduce -19.0% 47 $20K
UMB Bank, n.a. 0.00% Reduce -65.3% 43 $18K
Miller Wealth Advisors, LLC 0.01% New 365 $17K
JFS Wealth Advisors, LLC 0.00% No change 41 $17K
Darwin Wealth Management, LLC 0.00% New 40 $17K
CIBC Private Wealth Group LLC 0.00% Reduce -91.3% 40 $17K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -99.3% 39 $16K
Stone House Investment Management, LLC 0.00% Reduce -56.2% 39 $16K
Tompkins Financial Corp. 0.00% New 37 $15K
CNB Bank 0.01% New 36 $15K
Bank of New Hampshire 0.00% No change 35 $15K
Meeder Asset Management Inc. 0.00% Add +54.5% 34 $14K
Parkside Financial Bank & Trust 0.00% Reduce -44.1% 33 $14K
Contravisory Investment Management, Inc. 0.00% Add +10.3% 32 $13K
Covestor Ltd 0.01% Reduce -93.0% 30 $13K
WealthCollab, LLC 0.01% Reduce -8.8% 31 $13K
Venturi Wealth Management, LLC 0.00% Add +34.8% 31 $13K
Cetera Trust Company, N.A 0.01% No change 31 $13K
Farmers & Merchants Investments Inc. 0.00% No change 30 $12K
Fred Alger Management, LLC 0.00% Reduce -99.6% 30 $12K
Country Trust Bank 0.00% New 29 $12K
First PREMIER Bank 0.00% Reduce -44.2% 29 $12K
Richard W. Paul & Associates, LLC 0.00% New 27 $11K
Fourpath Capital Management, LLC 0.00% New 25 $10K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -43.9% 23 $10K
Brooklyn Investment Group 0.00% New 240 $10K
Arax Advisory Partners 0.00% Add +187.5% 23 $10K
Strategic Investment Solutions, Inc. 0.00% No change 22 $9K
GW&K Investment Management, LLC 0.00% Add +22.2% 22 $9K
Broadwater Capital Management LLC 0.01% New 20 $8K
New England Capital Financial Advisors LLC 0.00% No change 20 $8K
MV Capital Management, Inc. 0.00% Add +33.3% 20 $8K
PFS Partners, LLC 0.00% New 15 $6K
Indiana Trust & Investment Management Co 0.00% New 15 $6K
Caldwell Trust Co 0.00% New 15 $6K
Legacy Investment Solutions, LLC 0.00% — 300 $6K
Legacy Wealth Managment, LLC 0.00% — 300 $6K
Private Wealth Management Group, LLC 0.00% Reduce -36.4% 14 $6K
MCF Advisors LLC 0.00% Add +333.3% 13 $5K
Itau Unibanco Holding S.A. 0.00% New 12 $5K
Brown Brothers Harriman & Co. 0.00% Add +300.0% 12 $5K
HighMark Wealth Management LLC 0.00% New 12 $5K
Berkshire Capital Holdings Inc. 0.00% No change 10 $4K
Abound Wealth Management 0.00% Reduce -23.1% 10 $4K
Beaird Harris Wealth Management, LLC 0.00% New 10 $4K
Picton Mahoney Asset Management 0.00% New 11 $4K
Horizon Financial Services, LLC 0.00% New 9 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 8 $3K
First Command Advisory Services, Inc. 0.00% Reduce -11.1% 8 $3K
Sachetta, LLC 0.00% Add +40.0% 7 $3K
Dunhill Financial, LLC 0.00% Add +500.0% 6 $3K
ClariVest Asset Management LLC 0.00% No change 3 $2K
Macroview Investment Management LLC 0.00% No change 5 $2K
Sittner & Nelson, LLC 0.00% Reduce -66.7% 5 $2K
Rogco, LP 0.00% No change 5 $2K
Earned Wealth Advisors, LLC 0.00% New 5 $2K
AlphaMark Advisors, LLC 0.00% Reduce -92.7% 6 $2K
Capital Advisors, Ltd. LLC 0.00% Add +100.0% 4 $2K
JTC Employer Solutions Trustee Ltd 0.00% No change 60 $2K
Loomis Sayles & Co. L P 0.00% Reduce -86.7% 4 $2K
Creekmur Asset Management LLC 0.00% Reduce -85.2% 4 $2K
Frazier Financial Advisors, LLC 0.00% Reduce -82.3% 3 $1K
Abich Financial Wealth Management LLC 0.00% Reduce -40.0% 3 $1K
Financial Network Wealth Advisors LLC 0.00% Reduce -25.0% 3 $1K
Claris Advisors, LLC / Mo / 0.00% New 3 $1K
Missouri Trust & Investment Co 0.00% No change 3 $1K
CVA Family Office, LLC 0.00% Reduce -76.9% 3 $1K
Hemington Wealth Management 0.00% New 66 $1K
Coston, McIsaac & Partners 0.00% New 3 $1K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% New 23 $958
True Wealth Design, LLC 0.00% Reduce -33.3% 2 $833
Zions Bancorporation, N.A. 0.00% Reduce -86.7% 2 $833
Crewe Advisors LLC 0.00% New 2 $833
Pacific Center for Financial Services 0.00% New 1 $417
Addison Advisors LLC 0.00% Reduce -50.0% 1 $417
Manchester Capital Management LLC 0.00% Reduce -99.5% 1 $417
Sandy Spring Bank 0.00% Reduce -88.9% 1 $417
Johnson Financial Group, Inc. 0.00% New 1 $417
Chesapeake Asset Management LLC 0.00% Reduce -99.5% 1 $416
Raleigh Capital Management Inc. 0.00% Reduce -75.0% 1 $416
SWAN Capital LLC 0.00% New 1 $416
Anfield Capital Management, LLC 0.00% New 1 $42
1832 Asset Management L.P. 0.00% Add +720.0% 32,340 $0
Hantz Financial Services, Inc. 0.00% No change 1 $0

"% of holder's portfolio" is SMCI's weight in each manager's 13F, not the share of Super Micro Computer Inc. the manager owns.