Sofi TechnologiesSOFI

13F holders, Q4 2025 (December 31)
1,005holders +92
134new positions
88sold out
7famous investors
$26.18avg. 13F price*

At the end of Q4 2025, 1,005 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, up 92 from Q3 2025. 134 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($1.8B) and JPMorgan Chase & Co. ($1.7B). 7 famous investors held it, including David E. Shaw (0.8% of D. E. Shaw & Co.'s portfolio), Cathie Wood (0.7% of ARK Investment Management's portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).

Company
Sofi Technologies Inc.
CUSIP
83406F102
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 601Q1 2024Q2 2024: 592Q2 2024Q3 2024: 625Q3 2024Q4 2024: 705Q4 2024Q1 2025: 716Q1 2025Q2 2025: 745Q2 2025Q3 2025: 913Q3 2025Q4 2025: 1,005Q4 2025Q1 2026: 927Q1 2026Q2 2026: 925Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions134$262.6M
Exits88$323.4M

All 13F filers, Q3 2025 → Q4 2025: 101,397,732 shares bought and 49,719,034 shares sold, net +51,678,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,005 holders

Vanguard Group Inc. 0.04% Add +3.6% 111,003,107 $2.9B
BlackRock, Inc. 0.03% Add +10.8% 69,136,001 $1.8B
JPMorgan Chase & Co. 0.11% Add +37.1% 64,131,503 $1.7B
D. E. Shaw & Co. 0.82% Add +10.6% 38,737,636 $1.0B
State Street Corp. 0.02% Add +6.7% 25,937,928 $679.1M
Geode Capital Management, LLC 0.04% Add +9.0% 23,642,936 $618.4M
UBS Group AG 0.08% Reduce -0.7% 15,371,200 $402.4M
Bank of America Corp. 0.03% Add +4.5% 13,405,363 $351.0M
Morgan Stanley 0.02% Add +33.6% 13,323,366 $348.8M
Norges Bank 0.03% — 12,280,945 $321.5M
Susquehanna International Group, LLP 0.42% Add +9.3% 11,741,626 $307.4M
Citadel Advisors 0.21% Add +234.2% 11,528,450 $301.8M
Two Sigma Advisers, LP 0.52% Add +22.8% 10,310,600 $269.9M
Royal Bank of Canada 0.04% Reduce -5.0% 9,653,924 $252.7M
Jane Street Group, LLC 0.30% Reduce -47.2% 9,648,573 $252.6M
Two Sigma Investments, LP 0.39% Add +7.3% 9,446,103 $247.3M
Dimensional Fund Advisors LP 0.05% Reduce -10.7% 8,746,747 $229.0M
Voloridge Investment Management, LLC 0.72% Reduce -21.4% 7,857,647 $205.7M
Northern Trust Corp. 0.02% Add +5.2% 6,979,090 $182.7M
Marshall Wace, LLP 0.17% Add +372.9% 6,650,744 $174.1M
Bank of Montreal 0.07% Add +39.3% 6,178,242 $161.7M
Charles Schwab Investment Management Inc. 0.02% Add +9.4% 6,038,530 $158.1M
Wells Fargo & Company 0.03% Add +10.8% 5,740,757 $150.3M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -13.0% 5,533,208 $144.9M
Goldman Sachs Group Inc. 0.02% Add +19.8% 4,488,084 $117.5M
Barclays PLC 0.05% Add +178.0% 4,480,969 $117.3M
FMR LLC 0.01% Reduce -6.7% 4,296,019 $112.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Reduce -2.8% 4,035,546 $110.8M
Bank of New York Mellon Corp 0.02% Add +6.5% 4,170,667 $109.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +13.7% 4,136,431 $108.3M
ARK Investment Management 0.71% Reduce -17.0% 4,106,060 $107.5M
Accel Growth Fund V Associates L.L.C. 85.62% No change 4,104,459 $107.5M
Nuveen, LLC 0.03% Reduce -4.8% 3,815,763 $99.9M
Squarepoint Ops LLC 0.19% Add +46.0% 3,672,059 $96.1M
Tidal Investments LLC 0.38% Add +2884.3% 3,474,029 $91.0M
Qube Research & Technologies Ltd 0.13% Add +3850.9% 3,421,595 $89.6M
Mizuho Markets Americas LLC 1.86% Add +19.1% 3,304,230 $86.5M
Amova Asset Management Americas, Inc. 1.00% Reduce -21.4% 3,298,204 $86.3M
Swiss National Bank 0.05% Add +3.0% 3,281,300 $85.9M
Citigroup Inc. 0.05% Reduce -4.1% 2,895,193 $75.8M
BNP Paribas Financial Markets 0.05% Add +31.5% 2,841,476 $74.4M
Walleye Trading LLC 1.14% Add +67.6% 2,712,727 $71.0M
First Trust Advisors LP 0.05% Reduce -22.2% 2,583,193 $67.6M
Millennium Management 0.05% Reduce -36.7% 2,575,360 $67.4M
Legal & General Group Plc 0.01% Add +16.1% 2,484,547 $65.0M
LPL Financial LLC 0.02% Add +2.0% 2,391,768 $62.6M
California Public Employees Retirement System 0.03% Add +12.3% 2,325,114 $60.9M
Ameriprise Financial Inc. 0.01% Add +19.8% 2,197,028 $57.5M
Burkehill Global Management, LP 3.61% Add +100.0% 2,000,000 $52.4M
Worldquant Millennium Advisors LLC 0.20% Reduce -42.4% 1,934,068 $50.6M
HRT Financial LP 0.16% Reduce -12.6% 1,881,227 $49.3M
Amundi 0.01% Add +186.6% 1,859,481 $48.7M
Deutsche Bank AG 0.02% Reduce -19.7% 1,838,752 $48.1M
Simplex Trading, LLC 1.33% Add +12.3% 1,806,402 $47.3M
California State Teachers Retirement System 0.05% Add +8.9% 1,782,842 $46.7M
Harvest Portfolios Group Inc. 0.77% Add +4332.0% 1,700,297 $44.5M
National Pension Service 0.03% New 1,690,585 $44.3M
Invesco Ltd. 0.00% Reduce -11.9% 1,640,818 $43.0M
Tremblant Capital Group 1.08% New 1,624,973 $42.5M
Seven Grand Managers, LLC 2.99% Add +100.0% 1,500,000 $39.3M
IMC-Chicago, LLC 0.68% Reduce -36.5% 1,467,274 $38.4M
Raymond James Financial Inc. 0.01% Reduce -0.8% 1,329,891 $34.8M
Clear Street Group Inc. 0.18% Add +279.3% 1,308,621 $34.3M
Aquatic Capital Management LLC 0.96% Add +7.3% 1,292,444 $33.8M
Rhumbline Advisers 0.03% Add +3.1% 1,282,803 $33.6M
Marex Group Ltd 0.35% Reduce -22.0% 1,248,819 $32.7M
Patient Capital Management, LLC 1.21% Reduce -46.8% 1,198,484 $31.4M
Group One Trading LLC 0.90% Add +60.7% 1,154,919 $30.2M
Ghisallo Capital Management LLC 1.30% New 1,115,619 $29.2M
Jain Global LLC 0.30% Add +0.9% 1,111,964 $29.1M
SBI Securities Co., Ltd. 0.72% Reduce -0.3% 1,074,170 $28.1M
PEAK6 LLC 0.74% Add +68.9% 1,033,150 $27.0M
T. Rowe Price Associates Inc. 0.00% Add +11.1% 1,026,149 $26.9M
Rockefeller Capital Management L.P. 0.05% Add +2.8% 1,016,199 $26.6M
State Board of Administration of Florida Retirement System 0.05% Add +2.8% 1,006,990 $26.4M
State of Michigan Retirement System 0.13% No change 1,000,000 $26.2M
SG Americas Securities, LLC 0.03% Add +161.6% 902,392 $23.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +223.6% 884,085 $23.1M
Sei Investments Co. 0.02% Add +7.1% 867,203 $22.7M
Provident Living Financial Services, Inc. 21.85% — 947,387 $22.2M
Diversify Advisory Services, LLC 0.69% Reduce -2.7% 832,681 $21.8M
Baltimore-Washington Financial Advisors, Inc. 0.89% Add +8.1% 814,044 $21.3M
Laurion Capital Management LP 1.50% Add +1521.6% 810,788 $21.2M
Aviva PLC 0.04% Add +6.2% 793,966 $20.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +1.5% 761,509 $19.9M
KBC Group NV 0.05% Add +585.5% 757,148 $19.8M
Rakuten Securities, Inc. 6.39% Reduce -13.2% 751,921 $19.7M
PFA Pension, Forsikringsaktieselskab 0.05% — 713,383 $18.9M
Summit Financial, LLC 0.28% Add +15.7% 723,556 $18.9M
Cetera Investment Advisers 0.02% Add +11.4% 668,729 $17.5M
Jump Financial, LLC 0.23% Reduce -53.9% 662,610 $17.3M
Korea Investment CORP 0.03% Add +160.7% 658,221 $17.2M
Moors & Cabot, Inc. 0.74% Add +0.3% 656,698 $17.2M
Blair William & Co. 0.05% Add +4.5% 651,867 $17.1M
AQR Capital Management 0.01% Reduce -36.6% 647,962 $17.0M
Russell Investments Group, Ltd. 0.02% Add +64.8% 640,269 $16.8M
Brighton Jones LLC 0.61% Reduce -9.3% 631,559 $16.5M
Danske Bank A/S 0.04% Add +3.9% 629,500 $16.5M
Voleon Capital Management LP 0.34% Add +17.4% 608,995 $15.9M
State of Wisconsin Investment Board 0.04% Add +3.9% 603,403 $15.8M
Jones Financial Companies LLLP 0.01% Add +24.7% 572,207 $15.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +8.4% 565,607 $14.8M
Hudson Bay Capital Management LP 0.09% Reduce -49.9% 559,271 $14.6M
New York State Common Retirement Fund 0.02% No change 549,887 $14.4M
Reynders McVeigh Capital Management, LLC 0.67% Add +12.8% 541,880 $14.2M
Osaic Holdings, Inc. 0.02% Reduce -6.1% 536,251 $14.0M
FORA Capital, LLC 1.68% Add +94.2% 530,207 $13.9M
Alliancebernstein L.P. 0.00% Add +22.1% 528,737 $13.8M
Police & Firemen's Retirement System of New Jersey 0.11% Add +3.1% 517,492 $13.5M
Man Group plc 0.03% Add +40.5% 510,399 $13.4M
Treasurer of the State of North Carolina 0.04% Reduce -0.2% 508,060 $13.3M
Alberta Investment Management Corp 0.09% New 508,000 $13.3M
Pictet Asset Management Holding SA 0.01% Add +17.5% 506,478 $13.3M
Mariner, LLC 0.02% Add +9.4% 506,092 $13.2M
Hartline Investment Corp./ 1.35% Add +3.3% 475,451 $12.4M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +5.8% 473,116 $12.4M
Asset Management One Co., Ltd. 0.03% Add +6.8% 451,137 $12.1M
Teamwork Financial Advisors, LLC 1.28% Add +523.7% 460,120 $12.0M
Commonwealth Equity Services, LLC 0.02% Reduce -4.2% 457,752 $12.0M
DNB Asset Management AS 0.04% Reduce -38.5% 448,185 $11.7M
MML Investors Services, LLC 0.03% Add +74.0% 442,943 $11.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +9.0% 428,067 $11.3M
Longitude (Cayman) Ltd. 9.75% — 430,000 $11.3M
Liontrust Investment Partners LLP 0.17% Add +6.7% 428,320 $11.2M
KLP Kapitalforvaltning As 0.04% No change 421,900 $11.0M
HSBC Holdings PLC 0.01% Add +14.8% 419,105 $11.0M
STRS Ohio 0.04% Add +10.1% 418,446 $11.0M
Storebrand Asset Management As 0.03% Add +26.1% 418,333 $11.0M
State of New Jersey Common Pension Fund D 0.04% Add +6.0% 415,795 $10.9M
CANADA LIFE ASSURANCE Co 0.02% Reduce -27.4% 410,275 $10.7M
Victory Capital Management Inc. 0.01% Add +0.1% 408,302 $10.7M
Cresset Asset Management, LLC 0.05% Reduce -5.6% 405,959 $10.6M
Monashee Investment Management LLC 6.19% New 400,000 $10.5M
Mediolanum International Funds Ltd 0.10% New 389,554 $10.3M
Lansforsakringar Fondforvaltning AB (publ) 0.05% New 386,456 $10.1M
Brevan Howard Capital Management LP 0.21% Add +201.2% 383,874 $10.0M
Exchange Traded Concepts, LLC 0.08% Add +1.8% 381,371 $10.0M
Contrarius Group Holdings Ltd 0.48% New 376,773 $9.9M
Nomura Asset Management Co. Ltd. 0.02% Add +11.9% 375,700 $9.8M
Public Employees Retirement System of Ohio 0.03% Add +3.1% 364,973 $9.6M
Quantinno Capital Management LP 0.02% Add +58.3% 361,698 $9.5M
CSS LLC 1.57% New 358,863 $9.4M
Resona Asset Management Co.,Ltd. 0.04% Add +1.4% 338,866 $8.9M
Cerity Partners LLC 0.01% Reduce -6.6% 338,537 $8.9M
Handelsbanken Fonder AB 0.03% Add +13.8% 337,700 $8.8M
B. Metzler seel. Sohn & Co. AG 0.08% Reduce -9.0% 332,026 $8.8M
Anderson Hoagland & Co. 0.76% No change 335,392 $8.8M
American Century Companies Inc. 0.00% Add +7.7% 335,179 $8.8M
Arizona State Retirement System 0.05% Add +0.3% 328,841 $8.6M
B & T Capital Management DBA Alpha Capital Management 1.20% Reduce -6.2% 324,683 $8.5M
NewEdge Advisors, LLC 0.03% Reduce -1.6% 322,816 $8.5M
Zacks Investment Management 0.07% Reduce -5.5% 322,185 $8.4M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +30.4% 311,986 $8.2M
HighTower Advisors, LLC 0.01% Add +130.2% 306,795 $8.0M
Trexquant Investment LP 0.07% Reduce -52.9% 304,754 $8.0M
Summit Trail Advisors, LLC 0.14% Add +3.3% 300,418 $7.9M
Private Advisor Group, LLC 0.04% Add +5.4% 292,975 $7.7M
Hood River Capital Management LLC 0.08% Reduce -25.2% 291,690 $7.6M
Quantbot Technologies LP 0.25% Reduce -73.5% 291,202 $7.6M
Janus Henderson Group PLC 0.00% Reduce -28.1% 289,200 $7.6M
Tudor Investment Corporation 0.04% Reduce -83.1% 288,091 $7.5M
Sanctuary Advisors, LLC 0.04% Add +6.3% 285,611 $7.5M
Federation des caisses Desjardins du Quebec 0.03% Reduce -12.7% 279,535 $7.3M
Intech Investment Management LLC 0.07% Reduce -13.4% 278,301 $7.3M
Focus Partners Wealth 0.01% Reduce -10.4% 268,565 $7.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +0.8% 268,000 $7.0M
Ensign Peak Advisors, Inc 0.01% Reduce -3.3% 264,791 $6.9M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +11.3% 264,242 $6.9M
Walleye Capital LLC 0.04% Add +66.2% 263,750 $6.9M
Parkside Investments, LLC 0.86% Reduce -13.4% 259,365 $6.8M
Baird Financial Group, Inc. 0.01% Reduce -6.0% 258,046 $6.8M
Westbourne Investment Advisors, Inc. 1.86% Add +1.4% 257,697 $6.7M
Janney Montgomery Scott LLC 0.02% Add +22.6% 256,652 $6.7M
Oppenheimer & Co. Inc. 0.10% Add +50.3% 256,296 $6.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -9.7% 247,661 $6.7M
Forsta Ap-Fonden 0.04% Add +7.0% 254,100 $6.7M
Well Done, LLC 0.99% Reduce -0.2% 252,794 $6.6M
Edgestream Partners, L.P. 0.18% Reduce -5.0% 238,755 $6.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.2% 237,001 $6.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% New 233,709 $6.1M
Quadrature Capital Ltd 0.06% Reduce -88.9% 228,892 $6.0M
Caprock Group, LLC 0.13% Reduce -0.5% 227,269 $5.9M
Envestnet Asset Management Inc. 0.00% Add +19.2% 224,586 $5.9M
IFM Investors Pty Ltd 0.05% Add +5.8% 222,039 $5.8M
Stratos Wealth Partners, LTD. 0.07% Add +17.6% 221,981 $5.8M
Creative Planning 0.00% Add +9.3% 221,750 $5.8M
TD Asset Management Inc 0.00% Add +16.9% 219,314 $5.7M
D.A. Davidson & Co. 0.04% Add +37.4% 219,166 $5.7M
Carroll Investors, Inc 2.66% Reduce -17.1% 212,306 $5.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +33.4% 211,878 $5.5M
ExodusPoint Capital Management, LP 0.06% New 210,296 $5.5M
Fiduciary Alliance LLC 0.36% Add +5.4% 209,973 $5.5M
Kercheville Advisors, LLC 1.44% Reduce -20.1% 209,965 $5.5M
Kestra Advisory Services, LLC 0.02% Add +2.7% 204,629 $5.4M
CMG Global Holdings, LLC 2.35% Add +11.8% 255,663 $5.3M
Swiss Life Asset Management Ltd 0.03% Reduce -38.6% 202,333 $5.3M
Consolidated Investment Group LLC 0.63% No change 201,085 $5.3M
Cookson Peirce & Co. Inc. 0.21% Reduce -8.4% 198,076 $5.2M
Toronto Dominion Bank 0.01% Add +10.9% 194,650 $5.1M
Utah Retirement Systems 0.05% Add +2.4% 191,361 $5.0M
Sullivan Wood Capital Management LLC 7.54% Add +25.5% 190,945 $5.0M
Van Eck Associates Corp. 0.00% Add +15.5% 187,099 $4.9M
Corient Private Wealth LP 0.01% Add +25.3% 182,608 $4.8M
Covenant Asset Management, LLC 0.91% Add +120.2% 179,902 $4.7M
RFG Advisory, LLC 0.09% Add +0.6% 179,901 $4.7M
Franklin Resources Inc. 0.00% Add +75.5% 178,358 $4.7M
Stifel Financial Corp. 0.00% Add +36.1% 175,188 $4.6M
O'shaughnessy Asset Management, LLC 0.03% Add +32.6% 174,365 $4.6M
Old Second National Bank of Aurora 0.89% Reduce -0.3% 170,741 $4.5M
QRG Capital Management, Inc. 0.05% Reduce -2.2% 170,153 $4.5M
Independent Financial Group, LLC 0.10% Add +0.5% 166,866 $4.4M
Wealthfront Advisers LLC 0.01% Add +12.6% 166,634 $4.4M
Kessler Investment Group, LLC 1.78% Add +1.8% 161,829 $4.2M
Nisa Investment Advisors, LLC 0.01% Add +10.1% 161,611 $4.2M
1832 Asset Management L.P. 0.01% New 160,600 $4.2M
Warm Springs Advisors Inc. 3.24% No change 160,000 $4.2M
Elo Mutual Pension Insurance Co 0.06% Add +99.4% 154,509 $4.0M
Nissay Asset Management Corp. /Japan 0.02% Add +9.4% 153,583 $4.0M
Illinois Municipal Retirement Fund 0.05% Add +0.1% 152,295 $4.0M
Xponance LLC 0.03% Add +9.4% 151,110 $4.0M
Trek Financial, LLC 0.22% New 147,646 $3.9M
Estate Counselors, LLC 0.32% No change 146,868 $3.8M
Mercer Global Advisors Inc. 0.01% Reduce -18.2% 146,490 $3.8M
Riggs Asset Managment Co. Inc. 0.76% Add +5.0% 144,732 $3.8M
Concurrent Investment Advisors, LLC 0.04% Add +3.9% 142,936 $3.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.7% 141,131 $3.7M
Engineers Gate Manager LP 0.04% Reduce -4.6% 141,093 $3.7M
Candriam S.C.A. 0.02% New 137,635 $3.6M
Bosman Wealth Management, LLC 2.93% New 136,245 $3.6M
Caisse Des Depots Et Consignations 0.08% Add +51.5% 133,675 $3.5M
Pegasus Asset Management, Inc. 1.08% Add +2.5% 133,659 $3.5M
Nordea Investment Management AB 0.00% Add +35.1% 132,202 $3.5M
OP Asset Management Ltd 0.04% Reduce -37.1% 132,296 $3.5M
Meridian Wealth Management, LLC 0.12% Add +34.4% 132,084 $3.5M
Gateway Investment Advisers LLC 0.03% No change 132,000 $3.5M
Jefferies Financial Group Inc. 0.03% Reduce -74.0% 131,960 $3.5M
Acorn Financial Advisory Services Inc. 0.51% Reduce -0.9% 131,501 $3.4M
Tradition Wealth Management, LLC 0.24% Add +14.3% 129,596 $3.4M
Verition Fund Management LLC 0.02% Reduce -61.5% 128,216 $3.4M
Allworth Financial LP 0.01% Add +8.2% 127,644 $3.3M
Jacobs Levy Equity Management, Inc. 0.01% Add +89.8% 125,666 $3.3M
Triumph Capital Management 0.70% Reduce -1.9% 124,487 $3.3M
NorthCoast Asset Management LLC 0.07% Add +158.7% 123,145 $3.2M
Alliance Wealth Advisors, LLC 0.69% Add +0.1% 122,319 $3.2M
Intellus Advisors LLC 0.42% Reduce -7.4% 121,899 $3.2M
Public Employees Retirement Association of Colorado 0.01% Add +15.8% 118,220 $3.1M
Polen Capital Management LLC 0.01% Reduce -18.0% 117,450 $3.1M
Dark Forest Capital Management LP 0.14% Add +46.8% 116,638 $3.1M
Torrey Growth & Income Advisors 1.06% Add +4.0% 116,027 $3.0M
Baker Avenue Asset Management, LP 0.07% Reduce -0.2% 115,291 $3.0M
Pathstone Holdings, LLC 0.01% Reduce -7.0% 113,108 $3.0M
Federated Hermes, Inc. 0.00% Reduce -35.3% 112,895 $3.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% — 111,045 $2.9M
Lido Advisors, LLC 0.01% Add +0.3% 108,962 $2.9M
Capital Advisors Wealth Management, LLC 0.39% Add +0.4% 109,483 $2.9M
Firethorn Wealth Partners, LLC 1.07% Reduce -3.9% 109,026 $2.9M
MFG Wealth Management, Inc. 2.22% Reduce -0.7% 108,977 $2.9M
Qsemble Capital Management, LP 0.23% Add +22.5% 108,107 $2.8M
Sava Infond d.o.o. 0.38% Add +26.5% 107,550 $2.8M
Mutual Advisors, LLC 0.06% Reduce -3.5% 106,430 $2.8M
Axq Capital, LP 0.62% Add +93.3% 105,670 $2.8M
Miller Financial Services LLC 3.21% Reduce -3.7% 104,638 $2.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.19% Add +15.7% 104,287 $2.7M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -1.8% 102,830 $2.7M
Investment Management Corp of Ontario 0.04% Add +97.4% 102,279 $2.7M
Daiwa Securities Group Inc. 0.01% Add +6.4% 102,000 $2.7M
Empowered Funds, LLC 0.04% Add +69.8% 100,832 $2.6M
Vivid Wealth Management, LLC 1.02% New 100,398 $2.6M
Capstone Investment Advisors, LLC 0.03% Add +178.7% 100,304 $2.6M
GatePass Capital, LLC 1.38% Add +0.1% 100,122 $2.6M
Swedbank AB 0.00% Add +1.3% 99,191 $2.6M
Perennial Investment Advisors, LLC 0.20% Reduce -12.0% 98,054 $2.6M
IFP Advisors, Inc 0.06% Reduce -0.8% 95,881 $2.5M
Main Management ETF Advisors, LLC 0.09% Add +1.0% 94,743 $2.5M
Voya Investment Management LLC 0.00% Reduce -4.3% 93,650 $2.5M
BNC Wealth Management, LLC 0.63% New 93,177 $2.4M
Fagan Associates, Inc. 0.32% Add +33.1% 93,084 $2.4M
Slow Capital, Inc. 0.29% No change 92,554 $2.4M
Credit Agricole S A 0.01% Add +26.5% 91,649 $2.4M
HighPoint Advisor Group LLC 0.05% Add +14.9% 91,564 $2.4M
Simplicity Wealth,LLC 0.14% Reduce -29.1% 91,527 $2.4M
Composition Wealth, LLC 0.03% Add +1.2% 90,830 $2.4M
Elevatus Welath Management 0.65% Reduce -70.2% 90,190 $2.4M
Prospera Financial Services Inc 0.04% Reduce -3.8% 89,796 $2.4M
Sumitomo Life Insurance Co. 0.06% Add +43.3% 89,463 $2.3M
Allstate Corp. 0.03% Add +117.3% 89,452 $2.3M
Twin Tree Management, LP 0.24% Reduce -93.4% 88,688 $2.3M
National Bank of Canada 0.00% Add +71.7% 88,464 $2.3M
Taylor Frigon Capital Management LLC 1.15% New 86,936 $2.3M
Orion Porfolio Solutions, LLC 0.02% Add +156.2% 86,863 $2.3M
Laird Norton Wetherby Trust Company, LLC 0.05% Add +34.3% 86,586 $2.3M
Spire Wealth Management 0.08% Add +9.5% 86,158 $2.3M
Headlands Technologies LLC 0.19% Add +466.2% 84,738 $2.2M
Williamson Legacy Group, LLC 1.73% Add +60.2% 84,729 $2.2M
Kovack Advisors, Inc. 0.10% Reduce -6.2% 84,152 $2.2M
Sepio Capital, LP 0.12% Reduce -18.8% 82,529 $2.2M
US Bancorp \de 0.00% Add +36.5% 82,002 $2.1M
Steinberganna Wealth Management 0.99% Reduce -3.0% 80,450 $2.1M
Firsthand Capital Management, Inc. 3.89% No change 80,000 $2.1M
Midwest Professional Planners, LTD. 0.48% Add +2.6% 78,102 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +25.5% 77,505 $2.0M
Burney Co./ 0.06% Reduce -0.4% 76,167 $2.0M
Virtue Capital Management, LLC 0.31% Reduce -2.2% 72,414 $2.0M
Vontobel Holding Ltd. 0.01% Add +63.4% 75,951 $2.0M
HBK Investments L P 0.02% New 75,000 $2.0M
Cwm, LLC 0.01% Reduce -8.0% 72,830 $1.9M
Cypress Point Investment Management LP 0.41% — 72,746 $1.9M
Pinnacle Wealth Management, LLC 1.25% New 71,127 $1.9M
Highview Capital Management LLC 0.65% Reduce -24.5% 70,755 $1.9M
Truist Financial Corp. 0.00% Reduce -12.4% 70,561 $1.8M
Harbour Investments, Inc. 0.04% Add +2.0% 70,088 $1.8M
Xcel Wealth Management, LLC 0.48% Reduce -1.4% 69,932 $1.8M
Kestra Private Wealth Services, LLC 0.02% Add +19.1% 69,904 $1.8M
Amalgamated Bank 0.01% Add +11.8% 68,876 $1.8M
Knights of Columbus Asset Advisors LLC 0.10% Reduce -1.8% 67,303 $1.8M
Blue Jean Financial LLC 1.42% — 66,617 $1.7M
Strategic Advocates LLC 0.45% No change 65,592 $1.7M
Manufacturers Life Insurance Company, The 0.00% Add +7.2% 66,541 $1.7M
Fortis Group Advisors, LLC 0.29% Reduce -41.9% 75,957 $1.7M
Alta Wealth Advisors LLC 0.58% Add +0.3% 66,148 $1.7M
Solidarity Wealth, LLC 0.35% No change 65,661 $1.7M
Bank of Nova Scotia 0.00% Reduce -86.0% 65,459 $1.7M
Captrust Financial Advisors 0.00% Add +16.3% 64,669 $1.7M
Soltis Investment Advisors LLC 0.11% Reduce -0.2% 64,283 $1.7M
HUB Investment Partners, LLC 0.05% Reduce -0.8% 63,816 $1.7M
Sterling Capital Management LLC 0.03% Add +4.5% 63,364 $1.7M
Bridgeway Capital Management, LLC 0.03% Reduce -0.6% 63,300 $1.7M
Arkadios Wealth Advisors 0.03% Add +2.9% 62,783 $1.6M
Equitable Holdings, Inc. 0.01% Add +146.2% 62,685 $1.6M
Belpointe Asset Management LLC 0.06% Reduce -2.1% 62,411 $1.6M
Eurizon Capital SGR S.p.A. 0.01% — 61,916 $1.6M
Nicholas Wealth, LLC. 1.09% Add +1.5% 61,895 $1.6M
Merit Financial Group, LLC 0.01% Reduce -7.2% 61,581 $1.6M
Clarus Wealth Advisors 0.67% Add +12.8% 59,279 $1.6M
Maryland State Retirement & Pension System 0.03% Add +8.6% 60,942 $1.6M
Viewpoint Capital Management LLC 0.69% New 60,817 $1.6M
VestGen Advisors, LLC 0.07% New 60,471 $1.6M
Quantitative Investment Management, LLC 0.15% New 60,367 $1.6M
Nwam LLC 0.09% Add +3.9% 60,709 $1.6M
Harvest Fund Management Co., Ltd 0.06% Reduce -7.5% 59,687 $1.6M
CIBC Private Wealth Group LLC 0.00% Reduce -4.9% 59,545 $1.6M
Baker Chad R 0.28% New 58,545 $1.6M
Hudock, Inc. 0.23% Add +0.1% 58,652 $1.5M
Global Retirement Partners, LLC 0.03% Reduce -18.2% 58,648 $1.5M
Daiichi Life Insurance Co., Ltd. 0.04% New 58,116 $1.5M
Mackenzie Financial Corp. 0.00% Add +2.9% 57,073 $1.5M
M&T Bank Corp 0.00% Add +22.1% 57,340 $1.5M
Marathon Trading Investment Management LLC 0.18% Reduce -4.9% 56,964 $1.5M
Regal Partners Ltd 0.09% Add +89.7% 56,917 $1.5M
OMERS ADMINISTRATION Corp 0.01% Add +15.9% 56,791 $1.5M
Gulf International Bank (UK) Ltd 0.05% No change 56,483 $1.5M
Prudential Financial Inc. 0.00% Reduce -37.1% 55,236 $1.5M
Brookstone Capital Management 0.02% Add +97.7% 55,964 $1.5M
Sigma Planning Corp 0.04% Reduce -9.3% 56,807 $1.5M
Norris Financial Group, LLC 0.49% Reduce -42.4% 55,366 $1.4M
Howland Capital Management LLC 0.05% Add +3.4% 55,147 $1.4M
Advanced Portfolio Management, LLC 4.40% Add +266.7% 55,000 $1.4M
Neuberger Berman Group LLC 0.00% Add +9.7% 54,693 $1.4M
San Luis Wealth Advisors LLC 0.24% Reduce -2.0% 54,668 $1.4M
CIBC Asset Management Inc 0.00% Add +72.7% 53,443 $1.4M
Jaffetilchin Investment Partners, LLC 0.08% Reduce -18.9% 53,187 $1.4M
Means Investment Co., Inc. 0.11% Add +1.4% 52,108 $1.4M
Rakuten Investment Management, Inc. 0.00% Add +644.7% 50,726 $1.4M
Abn Amro Investment Solutions 0.02% Add +321.7% 51,671 $1.4M
Keystone Financial Services, LLC 0.92% Add +0.5% 51,601 $1.4M
Caption Management, LLC 0.06% Reduce -28.0% 51,500 $1.3M
Legacy Capital Group California, Inc. 0.33% New 51,460 $1.3M
Stansberry Asset Management, LLC 0.14% Reduce -5.1% 50,691 $1.3M
AG2R La Mondiale Gestion D'actifs 0.06% New 50,255 $1.3M
Diker Management LLC 1.01% Reduce -60.0% 50,000 $1.3M
AlphaStar Capital Management, LLC 0.10% Add +0.1% 49,431 $1.3M
Owen LaRue, LLC 0.49% Add +36.7% 49,340 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +158.2% 49,222 $1.3M
RHL Group, LLC 1.03% — 49,062 $1.3M
Royal London Asset Management Ltd. 0.00% Add +0.3% 48,069 $1.3M
Schroder Investment Management Group 0.00% Add +6.5% 47,982 $1.3M
Pathway Financial Advisers, LLC 0.36% Add +0.6% 47,848 $1.3M
XTX Topco Ltd 0.03% New 47,804 $1.3M
Canada Pension Plan Investment Board 0.00% Reduce -88.4% 46,800 $1.2M
Atria Investments, Inc 0.01% Add +25.3% 46,454 $1.2M
River Street Advisors LLC 0.45% Add +6.0% 46,064 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +10.6% 45,432 $1.2M
Pinkerton Wealth, LLC 0.12% Add +8.1% 45,300 $1.2M
Susquehanna Advisors Group, Inc. 0.04% No change 43,492 $1.1M
CreativeOne Wealth, LLC 0.03% Add +24.5% 43,020 $1.1M
Pinnacle Associates Ltd. 0.01% Reduce -2.4% 42,855 $1.1M
Quantum Portfolio Management LLC 0.49% Reduce -36.2% 42,502 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -2.6% 42,427 $1.1M
TD Waterhouse Canada Inc. 0.01% Add +116.5% 42,326 $1.1M
Independent Advisor Alliance 0.03% Add +29.4% 41,585 $1.1M
Cibc World Markets Corp. 0.01% — 41,550 $1.1M
Lakeshore Financial Planning, Inc. 0.39% Add +27.3% 41,465 $1.1M
GM Advisory Group, LLC 0.04% New 40,426 $1.1M
Thoroughbred Financial Services, LLC 0.06% Add +0.6% 40,371 $1.1M
Evergreen Capital Management LLC 0.02% Add +302.5% 40,032 $1.0M
North Dakota State Investment Board 0.04% — 39,877 $1.0M
Teacher Retirement System of Texas 0.00% Reduce -72.6% 39,621 $1.0M
Advisory Services Network, LLC 0.01% Add +14.2% 39,579 $1.0M
PFG Investments, LLC 0.05% Add +10.2% 39,373 $1.0M
Level Four Advisory Services, LLC 0.03% Add +44.3% 39,356 $1.0M
Castleark Management LLC 0.03% Add +6.3% 39,350 $1.0M
WCG Wealth Advisors LLC 0.03% New 39,299 $1.0M
KLCM Advisors, Inc. 0.09% Add +117.8% 39,151 $1.0M
AlphaQuest LLC 0.06% Reduce -2.3% 38,920 $1.0M
Moseley Investment Management Inc. 0.31% Reduce -1.0% 38,578 $1.0M
Ritholtz Wealth Management 0.02% Add +33.7% 38,500 $1.0M
Gsa Capital Partners LLP 0.09% Reduce -50.3% 38,432 $1.0M
ASR Vermogensbeheer N.V. 0.01% New 38,206 $1.0M
Fortis Capital Advisors, LLC 0.15% Add +4.4% 37,964 $994K
Financial Partners Group, Inc 0.11% Add +12.7% 43,549 $993K
NorthRock Partners, LLC 0.02% Add +11.3% 37,498 $982K
DAVENPORT & Co LLC 0.01% Reduce -1.8% 37,414 $980K
Sun Financial Inc 0.54% — 37,187 $974K
Perigon Wealth Management, LLC 0.02% Add +1.0% 37,140 $972K
World Investment Advisors 0.02% Add +16.8% 36,813 $964K
Vise Technologies, Inc. 0.02% Add +105.8% 36,530 $956K
Farther Finance Advisors, LLC 0.01% Add +57.3% 36,445 $954K
First National Trust Co 0.03% Add +9.2% 36,197 $948K
McGuire Investment Group, LLC 0.10% No change 35,950 $941K
Friedenthal Financial 0.48% New 35,354 $926K
Centiva Capital, LP 0.06% New 35,292 $924K
Encompass More Asset Management 0.17% New 35,157 $920K
Generation Capital Management LLC 0.59% New 35,045 $917K
Hunting Hill Global Capital, LLC 0.91% New 34,916 $914K
Foundations Investment Advisors, LLC 0.01% Add +24.2% 34,913 $914K
Clean Yield Group 0.25% New 34,616 $906K
COFG Advisors, LLC 0.22% — 34,614 $906K
MLP3, LLC 0.98% — 34,130 $894K
Longaeva Partners L.P. 0.11% New 34,123 $893K
Praxis Investment Management Inc. 0.05% Add +12.0% 34,027 $891K
Diversified Trust Co. 0.02% Add +0.3% 33,743 $883K
Numerai GP LLC 0.10% Add +23.7% 32,755 $858K
Compound Planning, Inc. 0.03% Add +3.5% 32,480 $850K
UMB Bank, n.a. 0.01% Add +4.3% 32,449 $850K
SLT Holdings LLC 0.57% Add +27.9% 32,287 $845K
SeaCrest Wealth Management, LLC 0.09% Add +40.9% 31,255 $844K
ZEGA Investments, LLC 0.16% New 32,226 $844K
Callan Family Office, LLC 0.02% Add +15.0% 32,202 $843K
Monetta Financial Services Inc. 0.60% New 32,000 $838K
Valeo Financial Advisors, LLC 0.02% Reduce -9.5% 31,976 $837K
Principal Financial Group Inc. 0.00% Reduce -86.1% 31,967 $837K
Capital Advantage, Inc. 0.11% New 31,931 $836K
&partners 0.00% Add +35.0% 31,320 $820K
Eddie Patel Inc 0.61% — 31,278 $819K
Aptus Capital Advisors, LLC 0.01% Add +8.6% 31,168 $816K
Catalyst Funds Management Pty Ltd 0.19% No change 31,145 $815K
Victory Financial Group, LLC 0.10% Reduce -41.9% 31,081 $814K
Twin Capital Management Inc. 0.10% New 31,043 $813K
Vident Advisory, LLC 0.01% Add +37.1% 30,972 $811K
Steward Partners Investment Advisory, LLC 0.00% Add +20.7% 30,905 $809K
9823 Capital, L.P. 0.54% — 30,022 $786K
E. Ohman J:or Asset Management AB 0.02% New 29,677 $777K
Macquarie Group Ltd. 0.00% Reduce -86.2% 29,495 $772K
Realta Investment Advisors 0.25% New 29,292 $767K
Lombard Odier Asset Management (Switzerland) SA 0.03% Add +11.9% 29,100 $762K
Concorde Asset Management, LLC 0.30% Add +13.6% 28,820 $755K
Avanza Fonder AB 0.02% New 28,586 $748K
Mayflower Financial Advisors, LLC 0.09% Add +0.9% 28,549 $747K
Wedmont Private Capital 0.03% Add +14.3% 27,543 $744K
Thrivent Financial for Lutherans 0.00% New 28,341 $742K
Florida Financial Advisors, LLC 0.20% New 28,369 $742K
Forum Financial Management, LP 0.01% Reduce -35.1% 28,324 $742K
Floyd Financial Group LLC 0.50% New 38,982 $741K
RPG Investment Advisory, LLC 0.08% Reduce -2.1% 28,250 $740K
Kennedy Investment Group, Inc. 0.28% Reduce -7.9% 28,000 $733K
True Freedom Investing, LLC 0.05% Add +98.0% 27,923 $731K
MetLife Investment Management, LLC 0.00% Add +6.2% 27,863 $729K
Pine Valley Investments Ltd Liability Co 0.04% Add +0.3% 27,775 $727K
Comerica Bank 0.00% Add +26.7% 27,215 $712K
Weiss Asset Management LP 0.01% Reduce -93.8% 26,820 $702K
Mgo One Seven LLC 0.01% Add +1.1% 26,676 $698K
Archford Capital Strategies, LLC 0.08% Reduce -15.9% 26,402 $691K
Integrity Alliance, Llc. 0.03% Reduce -4.0% 26,141 $684K
Index Technologies Group LLC 0.71% — 26,120 $684K
Hexagon Capital Partners LLC 0.13% Reduce -0.4% 26,072 $683K
Freestone Capital Holdings, LLC 0.02% Add +10.5% 26,063 $682K
Beacon Pointe Advisors, LLC 0.00% Add +17.4% 25,957 $680K
Legend Capital Advisors LLC 0.38% — 25,925 $679K
Meeder Advisory Services, Inc. 0.03% Add +15.1% 25,607 $670K
Traynor Capital Management, Inc. 0.04% Add +4.5% 24,703 $647K
Robeco Institutional Asset Management B.V. 0.00% Add +24.6% 24,455 $640K
Citizens Financial Group Inc. 0.01% Reduce -34.9% 23,884 $625K
Mainstay Capital Management LLC 0.05% Add +7.5% 23,705 $621K
Manchester Financial Inc. 0.11% Reduce -0.1% 23,371 $612K
Focus Partners Advisor Solutions, LLC 0.01% Add +2.0% 23,366 $612K
Integrated Wealth Concepts LLC 0.01% Reduce -67.6% 23,359 $612K
Capital Advisors Inc. 0.01% Add +23.6% 22,813 $597K
Choreo, LLC 0.01% Reduce -38.0% 22,442 $596K
Jupiter Asset Management Ltd. 0.00% New 22,759 $596K
PDT Partners, LLC 0.04% Reduce -79.8% 22,437 $587K
Sig Brokerage, LP 0.20% Add +58.5% 22,402 $586K
Emerald Mutual Fund Advisers Trust 0.03% No change 22,392 $586K
Vestcor Inc 0.02% No change 22,100 $579K
Woodline Partners LP 0.00% New 22,066 $578K
AE Wealth Management LLC 0.00% Add +1.0% 22,017 $576K
UniSuper Management Pty Ltd 0.00% Add +15.8% 22,000 $576K
Joule Financial, LLC 0.17% Reduce -2.5% 21,981 $575K
Founders Financial Securities LLC 0.03% Add +1.6% 21,809 $571K
Eventide Asset Management, LLC 0.01% Add +14.6% 21,398 $568K
Carnegie Lake Advisors LLC 0.22% No change 21,650 $567K
one8zero8, LLC 0.12% No change 21,550 $564K
Emergent Wealth Advisors, LLC 0.31% Reduce -18.6% 21,369 $559K
Calamos Wealth Management LLC 0.02% Add +0.2% 21,339 $559K
CoreCap Advisors, LLC 0.02% Add +14.6% 21,267 $557K
Benjamin Edwards Inc. 0.01% Add +72.5% 20,975 $549K
Guardian Capital, LLC 0.48% — 20,660 $541K
Bleakley Financial Group, LLC 0.01% Add +10.9% 20,651 $541K
J.W. Cole Advisors, Inc. 0.01% Reduce -26.0% 22,030 $536K
Balyasny Asset Management L.P. 0.00% New 20,443 $535K
Nomura Holdings Inc. 0.00% Reduce -97.6% 20,393 $534K
Motley Fool Asset Management LLC 0.02% Add +4.5% 20,343 $533K
Marshall Financial Group, LLC 0.10% Reduce -5.3% 20,249 $530K
Calton & Associates, Inc. 0.08% Reduce -0.1% 20,191 $529K
Kingswood Wealth Advisors, LLC 0.03% Add +142.5% 20,163 $528K
BankChampaign, National Association 0.51% — 19,951 $522K
Prosperity Wealth Management, Inc. 0.17% Add +4.2% 19,900 $521K
Prudential PLC 0.00% No change 19,838 $519K
Dynamic Advisor Solutions LLC 0.02% Add +31.6% 19,585 $513K
Ring Mountain Capital, LLC 0.26% Add +41.5% 19,591 $512K
Rathbones Group PLC 0.00% Add +79.8% 19,546 $512K
Caxton Associates LLP 0.01% Reduce -85.7% 19,530 $511K
TCW Group Inc. 0.00% New 19,516 $511K
Thrive Wealth Management, LLC 0.07% Add +2.8% 19,492 $510K
Sagespring Wealth Partners, LLC 0.01% Add +12.7% 19,299 $505K
Alpine Global Management, LLC 0.12% Add +47.3% 19,016 $498K
Park Avenue Securities LLC 0.00% Reduce -14.7% 18,966 $497K
Wealthspan Partners, LLC 0.18% Add +2.4% 18,901 $495K
Andra AP-fonden 0.01% New 18,800 $492K
Ares Systematic Credit Ltd 1.89% — 18,684 $489K
iA Global Asset Management Inc. 0.01% Reduce -77.7% 18,611 $487K
Correct Capital Wealth Management 0.09% Add +106.9% 18,583 $487K
Pointe Capital Management LLC 0.24% No change 18,490 $484K
Modus Advisors, LLC 0.13% Add +62.3% 18,353 $480K
Probity Advisors, Inc. 0.08% Reduce -7.4% 18,081 $473K
Southern Financial Group, LLC 0.13% — 17,840 $467K
Shepherd Street Advisors LLC 0.45% — 17,807 $466K
USAdvisors Wealth Management, LLC 0.15% Add +2.9% 17,825 $466K
Diversify Wealth Management, LLC 0.02% Add +31.5% 17,153 $466K
Aldebaran Financial Inc. 0.43% Reduce -28.3% 17,360 $461K
Coordinated Financial Services, Inc. 0.27% Reduce -9.2% 17,600 $461K
Mayfair Advisory Group, LLC 0.18% Add +9.8% 16,778 $461K
Fortis Advisors, LLC 0.25% Reduce -10.3% 17,500 $458K
Savant Capital, LLC 0.00% Add +68.4% 17,495 $458K
Adams Wealth Management 0.10% No change 17,333 $458K
CacheTech Inc. 0.08% No change 17,333 $458K
West Michigan Advisors, LLC 0.10% Add +18.0% 17,466 $457K
Bensler, LLC 0.05% Add +3.6% 17,450 $457K
R Squared Ltd 0.21% Reduce -33.7% 17,402 $456K
Krilogy Financial LLC 0.02% Reduce -5.7% 17,656 $456K
Pinnacle Financial Partners, Inc. 0.00% — 17,369 $455K
Decision Investments, Inc. 0.49% — 17,240 $451K
Karras Company, Inc. 0.44% — 17,111 $448K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +16.3% 17,103 $448K
Principal Securities, Inc. 0.01% Add +8.3% 17,028 $446K
Siemens Fonds Invest GmbH 0.02% Add +8.4% 16,710 $444K
EntryPoint Capital, LLC 0.17% Add +113.8% 16,757 $439K
Stratos Wealth Advisors, LLC 0.02% Add +7.1% 16,590 $434K
Gladstone Institutional Advisory LLC 0.02% Reduce -1.2% 16,500 $432K
Volterra Technologies LP 0.44% Reduce -41.4% 16,471 $431K
Albion Financial Group 0.03% No change 16,415 $430K
NFSG Corp 0.07% Add +0.3% 16,375 $429K
Gotham Asset Management 0.00% Add +8.9% 16,320 $427K
Truefg, LLC 0.11% No change 16,300 $427K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -1.6% 16,066 $421K
B. Riley Wealth Advisors, Inc. 0.02% Add +95.6% 16,055 $420K
Ranch Capital Advisors Inc. 0.15% Reduce -0.1% 16,045 $420K
Freestone Grove Partners LP 0.00% New 15,988 $419K
Tucker Asset Management LLC 0.12% Reduce -3.6% 15,977 $418K
Verus Capital Partners, LLC 0.03% Reduce -13.9% 15,958 $418K
Sowell Financial Services LLC 0.02% Add +14.4% 15,875 $416K
Northwest Wealth Management, LLC 0.07% Add +0.0% 15,836 $415K
Westco Advisory Services Inc. 0.25% — 15,819 $414K
Avestar Capital, LLC 0.03% Reduce -5.4% 15,791 $413K
Fermata Advisors, LLC 0.10% No change 15,710 $411K
Leonteq Securities AG 0.02% Reduce -22.4% 15,648 $410K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Add +1.3% 15,310 $401K
Yousif Capital Management, LLC 0.00% Add +21.4% 15,710 $400K
Blue Line Capital, LLC / IL 0.47% — 15,212 $398K
Key Client Fiduciary Advisors, LLC 0.14% Add +7.6% 15,168 $397K
United Capital Management of KS, Inc. 0.06% New 15,125 $396K
IHT Wealth Management, LLC 0.01% Add +16.2% 15,058 $394K
M1 Capital Management LLC 0.16% Add +18.5% 15,050 $394K
Pallas Capital Advisors LLC 0.01% Reduce -8.3% 15,047 $394K
Capital Investment Advisors, LLC 0.01% Add +56.9% 15,044 $394K
Lighthouse Investment Partners, LLC 0.01% New 14,985 $392K
Great Valley Advisor Group, Inc. 0.01% Add +5.0% 14,971 $392K
Highland Capital Management, LLC 0.02% Reduce -79.2% 14,949 $391K
Cary Street Partners Financial LLC 0.01% Reduce -6.3% 14,883 $390K
Cooper Financial Group 0.04% Add +6.2% 14,847 $389K
Hobbs Group Advisors, LLC 0.12% New 14,775 $387K
Root Financial Partners, LLC 0.02% Add +291.0% 14,733 $386K
Private Trust Co. NA 0.03% No change 14,676 $384K
Smith, Moore & Co. 0.03% New 14,582 $382K
Scotia Capital Inc. 0.00% Reduce -11.0% 14,550 $381K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -12.8% 14,511 $380K
Procyon Advisors, LLC 0.02% Add +7.5% 14,383 $377K
FAS Wealth Partners, Inc. 0.02% No change 14,365 $376K
Ballentine Partners, LLC 0.01% Reduce -1.0% 14,312 $375K
Trivium Point Advisory, LLC 0.04% Add +3.6% 14,245 $373K
DRW Securities, LLC 0.03% Add +26.9% 14,211 $372K
Dynasty Wealth Management, LLC 0.00% Add +18.5% 14,209 $372K
Graham Capital Management, L.P. 0.02% Reduce -91.3% 13,895 $364K
Petros Family Wealth, LLC 0.24% New 13,757 $360K
Worth Financial Advisory Group, LLC 0.17% Add +1.3% 13,705 $359K
Nikulski Financial, Inc. 0.09% New 13,681 $358K
Perpetual Ltd 0.01% New 13,607 $356K
Plum Street Advisors, LLC 0.13% No change 13,577 $355K
United Capital Financial Advisors, LLC 0.00% Add +6.6% 13,517 $354K
Coldstream Capital Management Inc. 0.00% Add +13.7% 13,482 $353K
Parallel Advisors, LLC 0.01% Add +42.6% 13,334 $349K
David J Yvars Group 0.19% Add +12.5% 13,300 $348K
Prime Capital Investment Advisors, LLC 0.00% Add +18.3% 13,237 $347K
U.S. Capital Wealth Advisors, LLC 0.01% Add +17.9% 13,190 $345K
Ausdal Financial Partners, Inc. 0.02% Reduce -9.8% 13,189 $345K
Yeomans Consulting Group, Inc. 0.10% Reduce -26.2% 13,175 $345K
Capital Markets Trading UK LLP 0.42% Reduce -81.8% 13,142 $344K
Pursue Wealth Partners LLC 0.17% New 13,020 $341K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.7% 12,711 $333K
Brown Advisory Inc. 0.00% Reduce -1.8% 12,706 $333K
Allspring Global Investments Holdings, LLC 0.00% Add +35.3% 12,036 $331K
Visionary Wealth Advisors 0.01% Reduce -0.6% 12,562 $329K
SteelPeak Wealth, LLC 0.01% Reduce -47.8% 12,381 $324K
NewEdge Wealth, LLC 0.00% Add +11.4% 12,362 $324K
Polymer Capital Management (US) LLC 0.04% Reduce -74.6% 12,320 $323K
McCarter Private Wealth Services LLC 0.14% Add +15.1% 12,276 $321K
Ashton Thomas Private Wealth, LLC 0.01% Add +14.3% 12,270 $321K
Hilltop Holdings Inc. 0.02% New 12,269 $321K
Metis Global Partners, LLC 0.01% Reduce -1.5% 12,264 $321K
Prostatis Group LLC 0.08% No change 12,261 $321K
Garden State Investment Advisory Services LLC 0.08% Reduce -3.2% 12,206 $320K
Future Financial Wealth Managment LLC 0.21% No change 12,500 $319K
True Vision MN LLC 0.16% Add +6.4% 12,136 $318K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.7% 12,050 $315K
Cibc World Market Inc. 0.00% Reduce -76.8% 12,031 $315K
Rosenberg Matthew Hamilton 0.07% No change 12,026 $315K
Pure Financial Advisors, LLC 0.00% New 12,013 $315K
Apollon Wealth Management, LLC 0.01% Add +24.2% 11,982 $314K
Signaturefd, LLC 0.00% Reduce -11.4% 11,968 $313K
Glenmede Trust Co. NA 0.00% — 11,940 $313K
Prasad Wealth Partners, LLC 0.08% No change 11,872 $311K
White Wing Wealth Management 0.19% Add +0.4% 11,870 $311K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 11,580 $311K
PKS Advisory Services, LLC 0.07% Add +6.1% 11,800 $309K
SageView Advisory Group, LLC 0.01% Reduce -8.7% 11,784 $309K
Stegent Equity Advisors, Inc. 0.24% New 11,589 $303K
Advisors Management Group Inc. 0.06% Add +0.9% 11,526 $302K
Wbi Investments, LLC 0.08% New 11,508 $301K
Axim Planning & Wealth 0.32% Reduce -11.1% 11,500 $301K
Gilliland Jeter Wealth Management LLC 0.09% No change 11,500 $301K
Cigna Investments Inc. 0.04% Add +3.8% 11,440 $299K
Rydar Equities, Inc. 0.23% Reduce -1.3% 11,409 $299K
Keybank National Association 0.00% Reduce -2.5% 11,398 $298K
L2 Asset Management, LLC 0.04% New 11,329 $297K
Focus Financial Network, Inc. 0.01% Add +27.1% 11,317 $296K
Fortis Capital Management LLC 0.04% Add +20.0% 11,262 $295K
AlphaCore Capital LLC 0.01% New 11,196 $293K
Centaurus Financial, Inc. 0.01% Reduce -40.4% 11,146 $292K
Insigneo Advisory Services, LLC 0.02% Add +10.0% 11,144 $292K
Intrua Financial, LLC 0.03% Add +37.3% 11,072 $290K
International Assets Investment Management, LLC 0.02% New 11,062 $290K
Millennium Capital Advisors, LLC 0.17% Add +4.7% 11,050 $289K
OpenArc Corporate Advisory, LLC 0.00% — 11,002 $288K
Meitav Investment House Ltd. 0.00% New 11,000 $288K
Kingsview Wealth Management, LLC 0.00% Add +32.9% 10,982 $288K
Transcend Capital Advisors, LLC 0.02% Reduce -26.4% 10,973 $287K
Horizon Wealth Management, LLC 0.04% No change 10,900 $285K
GAMMA Investing LLC 0.01% Add +12.8% 10,784 $282K
Steele Capital Management, Inc. 0.01% No change 10,750 $281K
BOK Financial Private Wealth, Inc. 0.02% New 10,730 $281K
Jacobi Capital Management LLC 0.02% No change 10,565 $277K
Parisi Gray Wealth Management 0.06% New 10,545 $276K
Main Street Financial Solutions, LLC 0.02% Reduce -7.9% 10,493 $275K
Premier Path Wealth Partners, LLC 0.04% New 10,464 $274K
Panoramic Investment Advisors, LLC 0.15% No change 10,450 $274K
Norden Group LLC 0.03% Add +14.9% 10,353 $271K
Natixis Advisors, LLC 0.00% New 10,309 $270K
Arax Advisory Partners 0.01% Reduce -3.7% 10,271 $269K
Avion Wealth 0.06% Add +0.2% 10,237 $268K
Maridea Wealth Management LLC 0.04% New 10,207 $267K
Larson Financial Group LLC 0.01% Reduce -9.1% 10,182 $267K
Diligent Investors, LLC 0.07% Add +22.4% 10,120 $265K
Trueblood Wealth Management, LLC 0.10% Add +0.9% 10,090 $264K
A&I Financial Services, LLC 0.12% New 10,000 $262K
Hourglass Capital, LLC 0.06% New 10,000 $262K
HB Wealth Management, LLC 0.00% Add +12.7% 9,999 $262K
Keystone Financial Services 0.08% Reduce -23.6% 9,945 $260K
Tower Research Capital LLC (TRC) 0.01% Reduce -61.9% 9,771 $256K
Wellington Management Group LLP 0.00% Reduce -44.1% 9,723 $255K
Zullo Investment Group, Inc. 0.09% Add +7.9% 9,714 $254K
EP Wealth Advisors, LLC 0.00% — 9,707 $254K
Mirabella Financial Services LLP 0.03% New 9,534 $250K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +32.6% 9,525 $249K
Frank, Rimerman Advisors LLC 0.02% Add +1.6% 9,484 $248K
Cassaday & Co Wealth Management LLC 0.01% No change 9,400 $246K
Rooted Wealth Advisors, Inc. 0.07% Add +10.8% 11,615 $241K
Bayesian Capital Management, LP 0.54% New 9,000 $236K
Bramshill Investments, LLC 0.01% New 9,000 $236K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 8,970 $235K
Palacios Wealth Management, LLC 0.18% Reduce -27.9% 8,957 $234K
Integrity Wealth Solutions LLC 0.09% New 8,926 $234K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +0.1% 8,898 $233K
Strive Financial Group ,LLC 0.12% — 8,811 $231K
Aberdeen Group plc 0.00% Add +2.0% 8,728 $228K
Inceptionr LLC 0.06% New 8,707 $228K
XML Financial, LLC 0.02% New 8,574 $224K
AlphaGrep UK Ltd 0.07% — 8,556 $224K
Trellis Wealth Advisors LLC 0.09% New 8,500 $223K
SouthState Bank Corp 0.01% Reduce -1.0% 8,475 $222K
Signature Equity Partners, LLC 0.12% — 8,400 $220K
Venture Visionary Partners LLC 0.01% Reduce -19.9% 8,392 $220K
Sunpointe, LLC 0.07% Reduce -74.8% 8,370 $219K
Lake Street Private Wealth, LLC 0.03% Add +4.9% 8,368 $219K
Howe & Rusling Inc. 0.01% New 8,341 $218K
Oasis Advisors, LLC 0.12% — 8,318 $218K
Old National Bancorp 0.00% Reduce -2.2% 8,316 $218K
DLD Asset Management, LP 0.07% New 8,251 $216K
Redwood Wealth Management Group, LLC 0.09% Reduce -2.4% 8,250 $216K
Blueshift Asset Management, LLC 0.06% New 8,216 $215K
Claris Financial LLC 0.11% New 8,211 $215K
Compass Capital Corp. /Ma/ 0.08% Reduce -71.2% 10,000 $214K
Quadcap Wealth Management, LLC 0.02% Reduce -0.2% 8,153 $213K
Focused Alpha, LLC 0.06% — 8,019 $210K
SCS Capital Management LLC 0.00% Reduce -33.7% 8,008 $210K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% New 8,006 $210K
Corsair Capital Management, L.P. 0.03% Add +0.0% 8,002 $209K
Smith Salley Wealth Management 0.01% No change 8,000 $209K
Bedell Frazier Investment Counselling, LLC 0.04% Reduce -92.2% 7,936 $208K
Nautilus Advisors LLC 0.14% Reduce -7.0% 7,915 $207K
Twinbeech Capital LP 0.01% Reduce -97.7% 7,867 $206K
Avaii Wealth Management, LLC 0.07% No change 7,816 $205K
SIH Partners, LLLP 0.01% New 7,762 $203K
GAM Holding AG 0.01% New 7,743 $203K
Global Financial Private Client, LLC 0.07% Reduce -56.0% 7,716 $202K
Chokshi & Queen Wealth Advisors, Inc 0.11% New 7,700 $202K
Tulsa Wealth Advisors, INC 0.07% — 7,680 $201K
Quadrant Capital Group LLC 0.01% Add +814.2% 7,670 $201K
Ieq Capital, LLC 0.00% Reduce -57.4% 7,667 $201K
CogentBlue Wealth Advisors, LLC 0.14% New 7,646 $200K
Nemes Rush Group LLC 0.02% Reduce -0.1% 7,601 $199K
Lanark Financial, Inc. 0.01% Add +1.4% 7,527 $197K
AdvisorNet Financial, Inc 0.01% Add +0.1% 7,213 $189K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 7,000 $186K
MAI Capital Management 0.00% Add +1.3% 6,923 $181K
Wolff Wiese Magana LLC 0.09% No change 6,600 $173K
Kemnay Advisory Services Inc. 0.03% New 6,450 $169K
Ossiam 0.00% Add +93.9% 6,311 $165K
Toth Financial Advisory Corp. 0.02% Add +14.9% 6,150 $161K
Elyxium Wealth, LLC 0.04% New 6,000 $157K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 5,993 $157K
Los Angeles Capital Management LLC 0.00% New 5,331 $155K
Geneos Wealth Management Inc. 0.00% No change 5,325 $139K
SOA Wealth Advisors, LLC. 0.02% Add +1.9% 5,234 $137K
Copia Wealth Management 0.10% Reduce -16.2% 5,108 $134K
Investment Research & Advisory Group, Inc. 0.04% Add +0.4% 5,018 $132K
Tidemark, LLC 0.04% Reduce -11.1% 4,934 $129K
Lodestone Wealth Management LLC 0.05% New 4,842 $127K
Orion Capital Management LLC 0.04% Add +35.3% 4,600 $120K
LM Advisors LLC 0.48% Reduce -97.5% 3,150 $120K
Zions Bancorporation, National Association 0.01% New 4,271 $112K
Evolution Wealth Management Inc. 0.09% No change 4,240 $111K
Hilton Head Capital Partners, LLC 0.06% — 4,214 $110K
Bank of New Hampshire 0.02% No change 4,200 $110K
Ostrum Asset Management 0.01% Reduce -24.9% 4,120 $108K
Flagship Harbor Advisors, LLC 0.01% Reduce -53.7% 4,099 $107K
Cullen/Frost Bankers, Inc. 0.00% Add +2.9% 4,046 $106K
Essential Partners LLC 0.03% No change 4,033 $106K
WealthCollab, LLC 0.04% No change 4,000 $105K
Legacy Wealth Managment, LLC 0.05% No change 3,702 $97K
Smartleaf Asset Management LLC 0.00% Add +27.8% 3,602 $96K
Basecamp Wealth Advisors LLC 0.02% — 3,504 $92K
Atlantic Union Bankshares Corp 0.00% No change 3,441 $90K
Westside Investment Management, Inc. 0.01% No change 3,300 $90K
EverSource Wealth Advisors, LLC 0.00% Reduce -26.1% 3,389 $89K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,370 $88K
Vermillion & White Wealth Management Group, LLC 0.05% Reduce -55.6% 3,197 $84K
Banque Cantonale Vaudoise 0.00% New 3,182 $83K
MCF Advisors LLC 0.00% Add +27.7% 3,126 $82K
Fifth Third Bancorp 0.00% Add +10.2% 3,126 $82K
First Horizon Corp. 0.00% Add +14.9% 3,116 $82K
LRI Investments, LLC 0.01% Add +10.3% 3,048 $80K
Caitlin John, LLC 0.05% No change 3,000 $79K
CFG Wealth Management Services, Inc. 0.07% — 2,901 $76K
Clearstead Advisors, LLC 0.00% Reduce -21.7% 2,881 $75K
Cary Street Partners Investment Advisory LLC 0.02% Add +21.2% 2,880 $75K
Elequin Capital, LP 0.01% New 2,689 $70K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.03% New 2,614 $68K
Archer Investment Corp 0.01% No change 2,500 $65K
Activest Wealth Management 0.01% Add +1023.7% 2,461 $64K
Hilltop National Bank 0.02% Add +23.1% 2,432 $64K
N.E.W. Advisory Services LLC 0.00% Add +5.3% 2,399 $63K
V-Square Quantitative Management LLC 0.01% New 2,352 $62K
IAG Wealth Partners, LLC 0.01% Reduce -6.1% 2,311 $61K
RMG Wealth Management LLC 0.01% New 4,400 $60K
Vision Retirement, LLC 0.02% — 2,220 $58K
Bogart Wealth, LLC 0.00% Add +92.5% 2,069 $54K
Assetmark, Inc. 0.00% Add +60.6% 2,044 $54K
Cornerstone National Bank & Trust Co 0.02% No change 2,000 $52K
Barrett & Company, Inc. 0.02% No change 2,000 $52K
Provenance Wealth Advisors, LLC 0.01% No change 2,000 $52K
Huntington National Bank 0.00% Add +20.5% 1,990 $52K
Glen Eagle Advisors, LLC 0.01% No change 1,938 $51K
TD Private Client Wealth LLC 0.00% Add +18.9% 1,902 $50K
ORG Partners LLC 0.01% Add +31.6% 1,892 $50K
Grove Bank & Trust 0.01% Reduce -7.8% 1,847 $48K
Winthrop Capital Management, LLC 0.01% No change 1,842 $48K
CX Institutional 0.00% Add +57.2% 1,819 $48K
Whittier Trust Co. 0.00% No change 1,750 $47K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +157.1% 1,800 $47K
Tobam 0.01% No change 1,734 $45K
BIT Capital GmbH 0.00% Reduce -96.0% 1,693 $44K
Cedar Wealth Management, LLC 0.01% Add +16.4% 1,665 $44K
Capital Advisors, Ltd. LLC 0.00% Add +0.1% 1,650 $43K
Blue Bell Private Wealth Management, LLC 0.01% No change 1,610 $42K
Bartlett & Co. Wealth Management LLC 0.00% Add +2.5% 1,505 $39K
Parkside Financial Bank & Trust 0.00% Add +13.4% 1,503 $39K
Murphy & Mullick Capital Management Corp 0.03% No change 1,500 $39K
Bfsg, LLC 0.00% No change 1,500 $39K
DekaBank Deutsche Girozentrale 0.00% No change 5,166 $38K
MassMutual Private Wealth & Trust, FSB 0.00% Add +8.7% 1,447 $38K
Hurley Capital, LLC 0.02% No change 1,400 $37K
Blume Capital Management, Inc. 0.01% Add +7.7% 1,400 $37K
SHP Wealth Management 0.00% — 1,366 $36K
Signature Resources Capital Management, LLC 0.02% Add +1.4% 1,360 $36K
Bessemer Group Inc. 0.00% No change 1,351 $35K
Rothschild Investment LLC 0.00% Add +3.6% 1,300 $34K
American Capital Advisory, LLC 0.01% Add +456.6% 1,297 $34K
Raiffeisen Bank International AG 0.00% New 1,274 $34K
True Wealth Design, LLC 0.01% Reduce -1.1% 1,286 $34K
Aventura Private Wealth, LLC 0.01% No change 1,279 $33K
Creative Financial Designs Inc. 0.00% Add +1.4% 1,268 $33K
Strategic Investment Solutions, Inc. 0.01% Add +1.0% 1,242 $33K
Golden State Wealth Management, LLC 0.00% No change 1,200 $31K
Quaker Wealth Management, LLC 0.01% Add +2745.2% 1,195 $31K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,176 $31K
SJS Investment Consulting Inc. 0.00% Add +4.8% 1,173 $31K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 1,115 $29K
Central Pacific Bank - Trust Division 0.00% New 1,071 $28K
Game Plan Financial Advisors, LLC 0.01% Add +7.0% 1,070 $28K
Abound Wealth Management 0.01% Add +23.3% 1,060 $28K
Reflection Asset Management 0.02% — 1,052 $28K
MidFirst Bank 0.00% — 13,889 $27K
Ancora Advisors LLC 0.00% New 1,032 $27K
Bell Investment Advisors, Inc 0.00% Add +2.4% 1,029 $27K
Blue Trust, Inc. 0.00% Add +655.2% 1,012 $26K
Comprehensive Financial Planning, Inc. 0.02% No change 1,000 $26K
Vermillion Wealth Management, Inc. 0.01% Add +283.1% 1,000 $26K
HighMark Wealth Management LLC 0.01% Reduce -16.8% 999 $26K
WPG Advisers, LLC 0.02% No change 993 $26K
Aspect Partners, LLC 0.01% Add +3.3% 989 $26K
Valley Wealth Managers, Inc. 0.00% New 963 $25K
Keating Financial Advisory Services, Inc. 0.00% — 949 $25K
Salomon & Ludwin, LLC 0.00% Reduce -27.7% 844 $25K
Center for Financial Planning, Inc. 0.00% Add +825.0% 925 $24K
Quent Capital, LLC 0.00% Add +3.4% 901 $24K
Smallwood Wealth Investment Management, LLC 0.01% No change 900 $24K
Covestor Ltd 0.01% Reduce -10.1% 866 $23K
Matrix Trust Co 0.00% Add +2.3% 814 $21K
Swiss Re Ltd. 0.00% — 800 $21K
Aviso Financial Inc. 0.00% No change 800 $21K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.1% 800 $21K
Financial Perspectives, Inc 0.01% No change 775 $20K
Atlantic Private Wealth, LLC 0.01% New 750 $20K
Key Financial Inc 0.00% Add +650.0% 750 $20K
Scarborough Advisors, LLC 0.00% No change 729 $19K
JFS Wealth Advisors, LLC 0.00% Add +50.8% 718 $19K
Godsey & Gibb, Inc. 0.00% New 701 $18K
Whittier Trust Co. of Nevada Inc. 0.00% Add +32.7% 678 $18K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.03% Reduce -96.9% 100 $18K
Fortitude Family Office, LLC 0.00% Add +3.8% 691 $18K
Hantz Financial Services, Inc. 0.00% Add +925.4% 687 $18K
Dagco, Inc. 0.00% No change 681 $18K
First Command Advisory Services, Inc. 0.00% No change 648 $17K
Estabrook Capital Management 0.00% No change 630 $16K
North Star Investment Management Corp. 0.00% Add +24.8% 624 $16K
Boreal Capital Management LLC 0.01% New 600 $16K
Financially Speaking Inc 0.01% No change 600 $16K
Gen-Wealth Partners Inc 0.01% No change 600 $16K
Nvwm, LLC 0.00% No change 600 $16K
Sound Income Strategies, LLC 0.00% Add +200.0% 600 $16K
Cornerstone Planning Group LLC 0.00% Add +2240.7% 632 $16K
MPWM Advisory Solutions, LLC 0.01% Add +625.0% 580 $15K
Chilton Capital Management LLC 0.00% No change 566 $15K
Versant Capital Management, Inc 0.00% Add +14.4% 556 $15K
TFC Financial Management, Inc. 0.00% No change 516 $14K
CNB Bank 0.01% No change 500 $13K
Elevated Capital Advisors, LLC 0.00% New 500 $13K
Alphadyne Asset Management LP 0.00% New 484 $13K
Tsfg, LLC 0.00% No change 442 $12K
Anchor Investment Management, LLC 0.00% Add +2594.1% 458 $12K
Ascentis Wealth Management, LLC 0.00% Add +8940.0% 452 $12K
Silicon Valley Capital Partners 0.00% No change 450 $12K
Ameriflex Group, Inc. 0.01% Reduce -50.0% 438 $11K
Penserra Capital Management LLC 0.00% Reduce -99.3% 450 $11K
Torren Management, LLC 0.01% — 408 $11K
Vestor Capital, LLC 0.00% Reduce -99.8% 1,006 $11K
Vision Financial Markets LLC 0.01% No change 400 $10K
Adirondack Trust Co. 0.00% No change 400 $10K
CENTRAL TRUST Co 0.00% Add +33.3% 400 $10K
Trust Co. of Vermont 0.00% No change 397 $10K
Phillip James Consulting Co. 0.18% — 393 $10K
Truvestments Capital LLC 0.00% New 368 $10K
Osbon Capital Management LLC 0.01% — 358 $9K
Strategic Wealth Partners, Ltd. 0.00% Reduce -80.7% 356 $9K
GHP Investment Advisors, Inc. 0.00% No change 342 $9K
GoalVest Advisory LLC 0.00% Add +30.8% 340 $9K
Medallion Wealth Advisors, LLC 0.00% No change 339 $9K
Red Tortoise LLC 0.00% No change 328 $9K
Retirement Wealth Solutions LLC 0.01% Add +8.2% 304 $8K
Meeder Asset Management Inc. 0.00% Reduce -2.0% 292 $8K
Tradewinds Capital Management, LLC 0.00% No change 284 $7K
Transamerica Financial Advisors, LLC 0.00% Add +19.3% 278 $7K
Curio Wealth, LLC 0.00% No change 260 $7K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 250 $7K
Brown Brothers Harriman & Co. 0.00% No change 263 $7K
Prestige Wealth Management Group LLC 0.00% No change 260 $7K
St. Johns Investment Management Company, LLC 0.00% No change 257 $7K
Sachetta, LLC 0.00% No change 253 $7K
Bayban 0.01% — 250 $7K
Fourth Dimension Wealth, LLC 0.00% No change 250 $7K
Colonial Trust Advisors 0.00% New 250 $7K
Farmers & Merchants Investments Inc. 0.00% Reduce -50.0% 250 $7K
Clearstead Trust, LLC 0.00% No change 243 $6K
MV Capital Management, Inc. 0.00% Add +0.4% 241 $6K
Dogwood Wealth Management LLC 0.00% Add +560.0% 231 $6K
Capital Analysts, LLC 0.00% No change 240 $6K
Wealth Enhancement Trust Services, Inc. 0.00% — 228 $6K
Rialto Wealth Management, LLC 0.00% Reduce -20.1% 222 $6K
Highline Wealth Partners LLC 0.00% Add +10.0% 209 $5K
Berbice Capital Management LLC 0.00% No change 200 $5K
Noble Wealth Management PBC 0.00% New 200 $5K
Bernard Wealth Management Corp. 0.00% No change 200 $5K
Webster Bank, N. A. 0.00% No change 200 $5K
Crewe Advisors LLC 0.00% No change 200 $5K
Armstrong Advisory Group, Inc. 0.00% No change 200 $5K
EFG International AG 0.00% — 200 $5K
HFM Investment Advisors, LLC 0.00% Add +173.9% 189 $5K
Cromwell Holdings LLC 0.00% No change 178 $5K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 173 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 173 $5K
Elevation Wealth Partners, LLC 0.00% New 171 $4K
IMA Advisory Services, Inc. 0.00% Add +755.0% 171 $4K
Rossby Financial, LCC 0.00% New 158 $4K
Cornerstone Financial Management LLC 0.00% — 154 $4K
Accent Capital Management, LLC 0.00% No change 146 $4K
Pittenger & Anderson Inc. 0.00% Reduce -23.7% 145 $4K
Principia Wealth Advisory, LLC 0.00% Add +12.8% 141 $4K
Quarry LP 0.00% Reduce -66.3% 135 $4K
Anfield Capital Management, LLC 0.00% No change 125 $3K
Stone House Investment Management, LLC 0.00% Add +426.1% 121 $3K
Manchester Capital Management LLC 0.00% Add +466.7% 119 $3K
Bruce G. Allen Investments, LLC 0.00% No change 118 $3K
Hughes Financial Services, LLC 0.00% No change 115 $3K
Sittner & Nelson, LLC 0.00% No change 133 $3K
Raffa Wealth Management, LLC 0.00% Add +92.7% 106 $3K
Acumen Wealth Advisors, LLC 0.00% — 105 $3K
Financial Avengers, Inc. 0.00% New 100 $3K
Miller Wealth Advisors, LLC 0.00% No change 100 $3K
Inspire Investing, LLC 0.00% New 100 $3K
HM Payson & Co. 0.00% No change 100 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +77.8% 96 $3K
Strengthening Families & Communities, LLC 0.00% New 86 $2K
Private Wealth Management Group, LLC 0.00% No change 79 $2K
Investors Portfolio Services LLC 0.00% — 78 $2K
Eq Wealth Advisors, LLC 0.00% New 78 $2K
Winnacle Wealth LLC 0.00% New 75 $2K
Coston, McIsaac & Partners 0.00% No change 89 $2K
Roble, Belko & Company, Inc 0.00% Add +45.3% 77 $2K
McGuire Capital Advisors Inc. 0.00% — 75 $2K
Greenline Wealth Management LLC 0.00% — 72 $2K
Bare Financial Services, Inc 0.00% Reduce -23.2% 63 $2K
Physician Wealth Advisors, Inc. 0.00% No change 59 $2K
Gilpin Wealth Management, LLC 0.00% — 50 $1K
Garton & Associates Financial Advisors LLC 0.00% — 50 $1K
West Financial Advisors, LLC 0.00% No change 49 $1K
JNBA Financial Advisors 0.00% No change 46 $1K
TD Capital Management LLC 0.00% No change 41 $1K
Sarver Vrooman Wealth Advisors 0.00% No change 40 $1K
Colonial Trust Co / SC 0.00% No change 39 $1K
Centerpoint Advisors, LLC 0.00% No change 25 $1K
Valley National Advisers Inc. 0.00% New 43 $1K
Optima Capital LLC 0.00% New 38 $995
1015 Capital Partners, LLC 0.00% — 37 $969
Concord Wealth Partners 0.00% No change 36 $942
Financial Consulate, Inc. 0.00% Add +2.9% 35 $917
Pacer Advisors, Inc. 0.00% Add +10.3% 32 $838
Manning & Napier Advisors LLC 0.00% New 30 $797
High Note Wealth, LLC 0.00% Add +114.3% 30 $785
Breakwater Investment Management 0.00% No change 24 $629
Dunhill Financial, LLC 0.00% New 24 $624
DecisionPoint Financial, LLC 0.00% No change 23 $603
CVA Family Office, LLC 0.00% No change 23 $602
Eukles Asset Management 0.00% No change 21 $550
Cape Investment Advisory, Inc. 0.00% New 20 $524
Seneschal Advisors, LLC 0.00% No change 16 $419
Fideuram Asset Management (Ireland) dac 0.00% — 15 $409
Trust Co. of Toledo NA 0.00% No change 14 $367
Davis Capital Management 0.00% No change 11 $288
Berkshire Capital Holdings Inc. 0.00% No change 10 $262
Byrne Asset Management LLC 0.00% New 9 $236
Wilkerson Advisory Group LLC 0.00% — 8 $209
Navalign, LLC 0.00% New 2 $52
City State Bank 0.00% No change 2 $52
SWAN Capital LLC 0.00% Reduce -94.9% 2 $52
REAP Financial Group, LLC 0.00% No change 1 $26
IFC & Insurance Marketing, Inc. 0.00% — 5 $0

"% of holder's portfolio" is SOFI's weight in each manager's 13F, not the share of Sofi Technologies Inc. the manager owns.