Sofi TechnologiesSOFI

13F holders, Q1 2026 (March 31)
927holders −78
104new positions
183sold out
7famous investors
$15.88avg. 13F price*

At the end of Q1 2026, 927 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, down 78 from Q4 2025. 104 opened new positions and 183 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Capital Management LLC ($906.9M) and Vanguard Portfolio Management LLC ($809.5M). 7 famous investors held it, including David E. Shaw (0.6% of D. E. Shaw & Co.'s portfolio), Cathie Wood (0.5% of ARK Investment Management's portfolio) and Ken Griffin (0.1% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions104$275.1M
Exits183$333.0M

All 13F filers, Q4 2025 → Q1 2026: 145,354,020 shares bought and 125,717,783 shares sold, net +19,636,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 927 holders

BlackRock, Inc. 0.02% Add +0.6% 69,557,164 $1.1B
Vanguard Capital Management LLC 0.02% — 57,108,581 $906.9M
Vanguard Portfolio Management LLC 0.04% — 50,975,115 $809.5M
D. E. Shaw & Co. 0.57% Add +10.3% 42,720,908 $678.4M
UBS Group AG 0.10% Add +136.9% 36,417,201 $578.3M
State Street Corp. 0.01% Add +5.3% 27,315,197 $433.8M
Geode Capital Management, LLC 0.03% Add +9.9% 25,982,836 $412.7M
Morgan Stanley 0.02% Add +59.6% 21,258,767 $337.6M
Jane Street Group, LLC 0.31% Add +86.7% 18,018,178 $286.1M
Qube Research & Technologies Ltd 0.38% Add +391.0% 16,799,087 $266.8M
Voloridge Investment Management, LLC 0.81% Add +61.0% 12,654,530 $201.0M
Goldman Sachs Group Inc. 0.03% Add +179.2% 12,532,569 $199.0M
Citadel Advisors 0.13% Reduce -4.2% 11,047,181 $175.4M
Bank of America Corp. 0.01% Reduce -19.1% 10,842,348 $172.2M
Dimensional Fund Advisors LP 0.03% Add +4.1% 9,106,532 $144.5M
HRT Financial LP 0.33% Add +343.1% 8,335,574 $132.4M
Millennium Management 0.10% Add +220.7% 8,258,468 $131.1M
Vanguard Fiduciary Trust Co. 0.03% — 7,917,811 $125.7M
Citigroup Inc. 0.08% Add +158.9% 7,496,283 $119.0M
Northern Trust Corp. 0.02% Add +5.3% 7,346,665 $116.7M
Bank of Montreal 0.04% Add +9.5% 6,766,698 $107.5M
Royal Bank of Canada 0.02% Reduce -29.9% 6,762,231 $107.4M
Marshall Wace, LLP 0.11% Reduce -2.0% 6,519,684 $103.5M
Charles Schwab Investment Management Inc. 0.02% Add +7.2% 6,470,386 $102.7M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +2.8% 5,689,426 $90.3M
Worldquant Millennium Advisors LLC 0.33% Add +180.1% 5,418,013 $86.0M
Defiance ETFs, LLC 1.22% New 5,353,132 $85.0M
BNP Paribas Financial Markets 0.05% Add +69.3% 4,810,367 $76.4M
Susquehanna International Group, LLP 0.10% Reduce -59.4% 4,770,193 $75.8M
Squarepoint Ops LLC 0.16% Add +28.7% 4,727,045 $75.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +14.3% 4,726,732 $75.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +15.2% 4,647,044 $73.8M
Wells Fargo & Company 0.01% Reduce -23.0% 4,422,507 $70.2M
Accel Growth Fund V Associates L.L.C. 79.82% No change 4,104,459 $65.2M
Bank of New York Mellon Corp 0.01% Reduce -3.4% 4,028,412 $64.0M
ARK Investment Management 0.47% Reduce -6.6% 3,836,003 $60.9M
Swiss National Bank 0.03% Add +13.0% 3,708,500 $58.9M
Legal & General Group Plc 0.01% Add +38.9% 3,450,586 $54.8M
Nuveen, LLC 0.01% Reduce -10.0% 3,433,589 $54.5M
Amova Asset Management Americas, Inc. 0.70% Reduce -4.9% 3,136,479 $49.8M
LPL Financial LLC 0.01% Add +24.4% 2,975,037 $47.2M
Daiwa Securities Group Inc. 0.13% Add +2722.5% 2,878,986 $45.7M
Barclays PLC 0.02% Reduce -37.8% 2,789,379 $44.3M
Harvest Portfolios Group Inc. 0.67% Add +49.6% 2,544,116 $40.4M
Trexquant Investment LP 0.27% Add +669.4% 2,344,718 $37.2M
Optiver Holding B.V. 1.40% New 2,329,475 $37.0M
Renaissance Technologies 0.06% New 2,317,400 $36.8M
IMC-Chicago, LLC 0.56% Add +57.3% 2,307,518 $36.6M
Toronto Dominion Bank 0.07% Add +1027.2% 2,194,032 $34.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% — 2,102,512 $33.4M
California State Teachers Retirement System 0.03% Add +2.8% 1,831,905 $29.1M
National Pension Service 0.02% Add +7.7% 1,820,105 $28.9M
California Public Employees Retirement System 0.02% Reduce -24.3% 1,759,455 $27.9M
Amundi 0.01% Reduce -7.9% 1,713,191 $27.2M
Healthcare of Ontario Pension Plan Trust Fund 0.05% New 1,704,000 $27.1M
JPMorgan Chase & Co. 0.00% Reduce -97.2% 1,784,586 $27.0M
Walleye Trading LLC 0.55% Reduce -38.1% 1,679,651 $26.7M
Deutsche Bank AG 0.01% Reduce -11.6% 1,626,399 $25.8M
Northwestern Mutual Wealth Management Co. 0.02% Add +1052.0% 1,625,784 $25.8M
Tremblant Capital Group 0.82% Reduce -1.1% 1,606,355 $25.5M
Invesco Ltd. 0.00% Reduce -3.7% 1,579,588 $25.1M
Mizuho Markets Americas LLC 0.66% Reduce -54.6% 1,498,798 $23.8M
Two Sigma Investments, LP 0.02% Reduce -84.2% 1,488,290 $23.6M
FORA Capital, LLC 1.70% Add +175.3% 1,459,754 $23.2M
Patient Capital Management, LLC 0.79% Add +10.7% 1,326,246 $21.1M
Jump Financial, LLC 0.34% Add +95.6% 1,295,829 $20.6M
Rhumbline Advisers 0.02% Reduce -0.0% 1,282,419 $20.4M
Group One Trading LLC 0.66% Add +8.9% 1,257,874 $20.0M
FMR LLC 0.00% Reduce -70.9% 1,251,599 $19.9M
Hudson Bay Capital Management LP 0.13% Add +118.9% 1,224,271 $19.4M
Ameriprise Financial Inc. 0.00% Reduce -46.2% 1,181,529 $18.7M
T. Rowe Price Associates Inc. 0.00% Add +15.0% 1,179,912 $18.7M
PFA Pension, Forsikringsaktieselskab 0.06% Add +62.6% 1,160,021 $18.4M
First Trust Advisors LP 0.01% Reduce -55.4% 1,153,516 $18.3M
Rockefeller Capital Management L.P. 0.03% Add +11.8% 1,136,506 $18.0M
Jefferies Financial Group Inc. 0.23% Add +760.0% 1,134,805 $18.0M
SBI Securities Co., Ltd. 0.49% Add +5.1% 1,129,297 $17.9M
Clear Street Group Inc. 0.10% Reduce -15.1% 1,110,792 $17.6M
Man Group plc 0.04% Add +112.6% 1,084,933 $17.2M
Diversify Wealth Management, LLC 0.29% Add +5982.7% 1,043,372 $16.2M
State Board of Administration of Florida Retirement System 0.03% No change 1,006,990 $16.0M
State of Michigan Retirement System 0.08% No change 1,000,000 $15.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +9.7% 969,988 $15.4M
Simplex Trading, LLC 0.48% Reduce -46.4% 968,408 $15.4M
Marex Group Ltd 0.16% Reduce -23.2% 958,766 $15.2M
SG Americas Securities, LLC 0.02% Add +4.1% 939,147 $14.9M
Entropy Technologies, LP 0.67% New 910,600 $14.5M
Diversify Advisory Services, LLC 2.14% Add +7.9% 898,614 $14.0M
Baltimore-Washington Financial Advisors, Inc. 0.60% Add +7.6% 875,993 $13.9M
Aviva PLC 0.02% Add +8.8% 863,735 $13.7M
Korea Investment CORP 0.03% Add +28.4% 845,499 $13.4M
HSBC Holdings PLC 0.01% Add +96.6% 824,115 $13.1M
State of Wisconsin Investment Board 0.03% Add +29.0% 778,194 $12.4M
Jones Financial Companies LLLP 0.01% Add +40.5% 804,217 $12.2M
Raymond James Financial Inc. 0.00% Reduce -42.5% 765,100 $12.1M
Jain Global LLC 0.17% Reduce -31.2% 764,936 $12.1M
Quantitative Investment Management, LLC 1.25% Add +1159.3% 760,221 $12.1M
Provident Living Financial Services, Inc. 13.23% Reduce -13.1% 823,296 $12.0M
Alliancebernstein L.P. 0.00% Reduce -15.2% 448,169 $11.7M
Cetera Investment Advisers 0.01% Add +6.3% 710,496 $11.3M
Osaic Holdings, Inc. 0.02% Add +28.7% 690,229 $11.0M
Moors & Cabot, Inc. 0.47% Add +4.3% 684,669 $10.9M
Reynders McVeigh Capital Management, LLC 0.55% Add +25.8% 681,794 $10.8M
Longitude (Cayman) Ltd. 8.94% Add +50.0% 645,000 $10.2M
Brighton Jones LLC 0.22% Add +0.8% 636,631 $10.1M
Vanguard Global Advisers, LLC 0.01% — 625,567 $9.9M
Vanguard Investments Australia, Ltd. 0.03% — 623,650 $9.9M
PEAK6 LLC 0.28% Reduce -40.3% 616,604 $9.8M
National Bank of Canada 0.01% Add +585.8% 606,715 $9.6M
AQR Capital Management 0.00% Reduce -7.9% 596,609 $9.3M
Aquatic Capital Management LLC 0.26% Reduce -55.4% 576,474 $9.2M
Alyeska Investment Group, L.P. 0.03% New 575,000 $9.1M
New York State Common Retirement Fund 0.01% Add +4.5% 574,887 $9.1M
Summit Financial, LLC 0.12% Reduce -21.0% 571,672 $9.1M
Intech Investment Management LLC 0.09% Add +101.0% 559,247 $8.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -27.8% 550,127 $8.7M
Danske Bank A/S 0.02% Reduce -12.8% 548,645 $8.7M
Russell Investments Group, Ltd. 0.01% Reduce -15.0% 544,444 $8.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Reduce -7.2% 525,064 $8.3M
Police & Firemen's Retirement System of New Jersey 0.07% Add +0.7% 521,209 $8.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +9.8% 519,301 $8.2M
Treasurer of the State of North Carolina 0.03% Add +2.2% 519,117 $8.2M
Commonwealth Equity Services, LLC 0.01% Add +11.8% 511,571 $8.1M
KBC Group NV 0.02% Reduce -34.0% 499,479 $7.9M
ExodusPoint Capital Management, LP 0.08% Add +136.4% 497,081 $7.9M
Nordea Investment Management AB 0.01% Add +285.7% 509,948 $7.9M
Asset Management One Co., Ltd. 0.02% Add +5.9% 477,678 $7.6M
KLP Kapitalforvaltning As 0.03% Add +12.6% 475,200 $7.5M
Pictet Asset Management Holding SA 0.01% Reduce -7.6% 468,089 $7.4M
Quantinno Capital Management LP 0.01% Add +27.1% 459,791 $7.3M
Dark Forest Capital Management LP 0.64% Add +286.6% 450,929 $7.2M
Tredje AP-fonden 0.04% New 444,854 $7.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +1.9% 436,397 $6.9M
State of New Jersey Common Pension Fund D 0.03% Add +4.5% 434,409 $6.9M
Storebrand Asset Management As 0.02% Add +3.5% 432,827 $6.9M
CANADA LIFE ASSURANCE Co 0.01% Add +5.0% 430,611 $6.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +59.0% 426,050 $6.8M
Summit Trail Advisors, LLC 0.10% Add +40.0% 420,643 $6.7M
Nomura Asset Management Co. Ltd. 0.02% Add +10.8% 416,333 $6.6M
Blair William & Co. 0.02% Reduce -37.8% 405,759 $6.4M
Cresset Asset Management, LLC 0.03% Reduce -1.0% 402,051 $6.4M
Victory Capital Management Inc. 0.00% Reduce -2.5% 398,231 $6.3M
Rakuten Securities, Inc. 2.60% Reduce -47.5% 394,867 $6.3M
Tidal Investments LLC 0.02% Reduce -88.9% 387,144 $6.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +0.1% 386,953 $6.1M
U.S. Capital Wealth Advisors, LLC 0.15% Add +2787.2% 380,821 $6.0M
Handelsbanken Fonder AB 0.02% Add +11.7% 377,200 $6.0M
Sei Investments Co. 0.01% Reduce -56.5% 377,140 $6.0M
XTX Topco Ltd 0.10% Add +687.2% 376,299 $6.0M
Carroll Investors, Inc 3.13% Add +73.5% 368,451 $5.9M
Resona Asset Management Co.,Ltd. 0.03% Add +7.4% 363,963 $5.7M
Capital Fund Management S.A. 0.05% New 357,921 $5.7M
MML Investors Services, LLC 0.02% Reduce -19.2% 357,916 $5.7M
Public Employees Retirement System of Ohio 0.02% Reduce -3.2% 353,250 $5.6M
NewEdge Advisors, LLC 0.02% Add +24.7% 402,635 $5.6M
Nomura Holdings Inc. 0.05% Add +1607.3% 348,175 $5.5M
Arizona State Retirement System 0.03% Add +4.4% 343,363 $5.5M
Royal London Asset Management Ltd. 0.01% Add +611.5% 342,020 $5.4M
Private Advisor Group, LLC 0.03% Add +16.4% 340,862 $5.4M
Anderson Hoagland & Co. 0.46% No change 335,392 $5.3M
Zacks Investment Management 0.04% Add +3.1% 332,142 $5.3M
Fiduciary Alliance LLC 0.32% Add +32.3% 277,817 $5.2M
Sciencast Management LP 0.65% New 323,375 $5.1M
American Century Companies Inc. 0.00% Reduce -5.0% 318,257 $5.1M
DNB Asset Management AS 0.02% Reduce -30.9% 309,806 $4.9M
LGT Group Foundation 0.06% New 308,100 $4.9M
Cerity Partners LLC 0.01% Reduce -10.8% 302,117 $4.8M
Creative Planning 0.00% Add +32.9% 294,595 $4.7M
Voleon Capital Management LP 0.10% Reduce -54.0% 279,849 $4.4M
Westbourne Investment Advisors, Inc. 1.29% Add +8.5% 279,543 $4.4M
Parkside Investments, LLC 0.54% Add +7.5% 278,840 $4.4M
AlphaStar Capital Management, LLC 0.33% Add +463.6% 278,594 $4.4M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.0% 274,021 $4.4M
Cypress Point Investment Management LP 1.02% Add +275.7% 273,294 $4.3M
B & T Capital Management DBA Alpha Capital Management 0.63% Reduce -16.1% 272,527 $4.3M
Vontobel Holding Ltd. 0.01% Add +257.2% 271,273 $4.3M
Janney Montgomery Scott LLC 0.01% Add +5.6% 270,911 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +9.4% 270,922 $4.3M
D.A. Davidson & Co. 0.03% Add +22.2% 267,848 $4.3M
Canada Pension Plan Investment Board 0.00% Add +468.6% 266,100 $4.2M
Walleye Capital LLC 0.03% Reduce -2.3% 257,752 $4.1M
Focus Partners Wealth 0.00% Reduce -4.3% 257,143 $4.1M
Federated Hermes, Inc. 0.01% Add +124.1% 253,024 $4.0M
Well Done, LLC 0.59% Reduce -0.3% 252,100 $4.0M
Mirae Asset Securities (usa) Inc. 0.19% New 250,932 $4.0M
Consolidated Investment Group LLC 0.43% Add +23.6% 248,480 $3.9M
Andra AP-fonden 0.05% Add +1213.5% 246,940 $3.9M
TD Asset Management Inc 0.00% Add +12.4% 246,620 $3.9M
SEB Asset Management AB 0.02% — 246,095 $3.9M
IFM Investors Pty Ltd 0.03% Add +10.8% 246,093 $3.9M
Campbell & CO Investment Adviser LLC 0.22% New 245,232 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.6% 243,074 $3.9M
Sanctuary Advisors, LLC 0.02% Reduce -16.1% 239,487 $3.8M
Ensign Peak Advisors, Inc 0.01% Reduce -11.1% 235,432 $3.7M
OP Asset Management Ltd 0.04% Add +71.9% 227,413 $3.6M
Mariner, LLC 0.00% Reduce -55.1% 227,251 $3.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +28731.1% 230,649 $3.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -2.9% 215,510 $3.4M
Kestra Advisory Services, LLC 0.01% Add +4.3% 213,367 $3.4M
Teamwork Financial Advisors, LLC 0.38% Reduce -53.8% 212,789 $3.4M
Pegasus Asset Management, Inc. 1.08% Add +59.2% 212,786 $3.4M
Stevens Capital Management LP 0.52% New 212,387 $3.4M
Sullivan Wood Capital Management LLC 5.88% Add +10.8% 211,645 $3.4M
Spirepoint Private Client, LLC 0.30% New 201,551 $3.2M
GM Advisory Group, LLC 0.12% Add +395.8% 200,426 $3.2M
Utah Retirement Systems 0.03% Add +3.0% 197,061 $3.1M
RFG Advisory, LLC 0.06% Add +8.9% 195,838 $3.1M
Van Eck Associates Corp. 0.00% Add +4.6% 195,755 $3.1M
Caprock Group, LLC 0.07% Reduce -14.4% 194,420 $3.1M
Illinois Municipal Retirement Fund 0.04% Add +24.7% 189,849 $3.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -19.7% 187,642 $3.0M
Liontrust Investment Partners LLP 0.05% Reduce -56.4% 186,655 $3.0M
Wealthfront Advisers LLC 0.01% Add +10.6% 184,228 $2.9M
Xponance LLC 0.02% Add +20.7% 182,426 $2.9M
MFG Wealth Management, Inc. 2.36% Add +64.3% 179,099 $2.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -17.8% 174,157 $2.8M
Old Second National Bank of Aurora 0.57% Add +1.6% 173,439 $2.8M
LGT Fund Management Co Ltd. 0.12% New 173,200 $2.8M
Baird Financial Group, Inc. 0.00% Reduce -33.7% 171,127 $2.7M
Envestnet Asset Management Inc. 0.00% Reduce -23.9% 170,947 $2.7M
Hourglass Capital, LLC 0.56% Add +1598.0% 169,800 $2.7M
Gateway Investment Advisers LLC 0.03% Add +28.6% 169,720 $2.7M
Caption Management, LLC 0.13% Add +222.1% 165,900 $2.6M
Nissay Asset Management Corp. /Japan 0.01% Add +5.5% 162,079 $2.6M
CMG Global Holdings, LLC 1.23% Reduce -36.6% 162,004 $2.6M
Warm Springs Advisors Inc. 2.16% No change 160,000 $2.5M
Oppenheimer & Co. Inc. 0.03% Reduce -37.6% 159,868 $2.5M
Xcel Wealth Management, LLC 0.72% Add +127.3% 158,965 $2.5M
Swedbank AB 0.00% Add +54.8% 153,529 $2.4M
Havemeyer Place LP 0.28% New 150,149 $2.4M
Corient Private Wealth LP 0.00% Reduce -0.4% 181,921 $2.4M
Candriam S.C.A. 0.01% Add +6.1% 146,001 $2.3M
QRG Capital Management, Inc. 0.02% Reduce -14.2% 145,955 $2.3M
Mercer Global Advisors Inc. 0.00% Reduce -1.9% 143,770 $2.3M
Triumph Capital Management 0.46% Add +12.4% 139,955 $2.2M
Nisa Investment Advisors, LLC 0.01% Reduce -15.3% 136,957 $2.2M
Intellus Advisors LLC 0.29% Add +10.8% 135,037 $2.1M
Caisse Des Depots Et Consignations 0.04% No change 133,675 $2.1M
Lido Advisors, LLC 0.01% Add +20.2% 130,992 $2.1M
Allworth Financial LP 0.01% Add +2.2% 130,413 $2.1M
Concurrent Investment Advisors, LLC 0.02% Reduce -9.8% 128,981 $2.0M
Credit Agricole S A 0.01% Add +40.0% 128,322 $2.0M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -0.3% 125,332 $2.0M
Torrey Growth & Income Advisors 0.83% Add +8.6% 126,027 $2.0M
NorthCoast Asset Management LLC 0.05% Add +0.4% 123,645 $2.0M
Alliance Wealth Advisors, LLC 0.42% Reduce -0.1% 122,245 $1.9M
Elo Mutual Pension Insurance Co 0.03% Reduce -20.9% 122,143 $1.9M
Baker Chad R 0.36% Add +107.4% 121,415 $1.9M
Equitable Holdings, Inc. 0.01% Add +16.6% 73,061 $1.9M
Brevan Howard Capital Management LP 0.02% Reduce -69.0% 119,085 $1.9M
Cwm, LLC 0.01% Add +63.1% 118,803 $1.9M
HighTower Advisors, LLC 0.00% Reduce -61.3% 118,607 $1.9M
Public Employees Retirement Association of Colorado 0.01% No change 118,220 $1.9M
Taylor Frigon Capital Management LLC 1.07% Add +35.8% 118,017 $1.9M
Baker Avenue Asset Management, LP 0.04% Add +0.0% 115,305 $1.8M
Swiss Life Asset Management Ltd 0.01% Reduce -43.3% 114,723 $1.8M
CIBC Bancorp USA Inc. 0.00% — 114,097 $1.8M
Miller Financial Services LLC 2.01% Add +8.6% 113,683 $1.8M
US Bancorp \de 0.00% Add +36.8% 112,215 $1.8M
Schonfeld Strategic Advisors LLC 0.01% New 111,653 $1.8M
Capital Advisors Wealth Management, LLC 0.24% Add +1.2% 110,792 $1.8M
Mediolanum International Funds Ltd 0.02% Reduce -70.6% 114,405 $1.7M
Vanguard Personalized Indexing Management, LLC 0.02% Add +3.9% 106,866 $1.7M
Firethorn Wealth Partners, LLC 0.62% Reduce -2.1% 106,694 $1.7M
Perennial Investment Advisors, LLC 0.13% Add +7.8% 105,739 $1.7M
Tradition Wealth Management, LLC 0.12% Reduce -19.0% 104,988 $1.7M
Captrust Financial Advisors 0.00% Add +61.0% 104,088 $1.7M
Polen Capital Management LLC 0.01% Reduce -12.0% 103,345 $1.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% Reduce -9.8% 100,160 $1.6M
GatePass Capital, LLC 0.79% Reduce -0.0% 100,102 $1.6M
Ameliora Wealth Management Ltd. 0.51% New 100,000 $1.6M
Mackenzie Financial Corp. 0.00% Add +75.0% 99,862 $1.6M
Virtu Financial LLC 0.07% New 99,685 $1.6M
Sava Infond d.o.o. 0.22% Reduce -7.9% 99,050 $1.6M
IFP Advisors, Inc 0.03% Add +3.1% 98,813 $1.6M
CoreCap Advisors, LLC 0.05% Add +364.2% 98,712 $1.6M
Clean Yield Group 0.44% Add +184.4% 98,433 $1.6M
Osmosis Investment Management UK Ltd 0.04% New 97,846 $1.6M
Gulf International Bank (UK) Ltd 0.03% Add +73.2% 97,800 $1.6M
Aigen Investment Management, LP 0.39% New 95,967 $1.5M
Composition Wealth, LLC 0.02% Add +4.7% 95,082 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -45.5% 95,018 $1.5M
Independent Financial Group, LLC 0.03% Reduce -43.9% 93,658 $1.5M
Slow Capital, Inc. 0.19% No change 92,554 $1.5M
Voya Investment Management LLC 0.00% Reduce -1.2% 92,513 $1.5M
Lakeshore Financial Planning, Inc. 0.53% Add +122.5% 92,277 $1.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.11% Reduce -11.7% 92,111 $1.5M
Axq Capital, LP 0.19% Reduce -12.9% 92,022 $1.5M
Laird Norton Wetherby Trust Company, LLC 0.03% Add +5.5% 91,325 $1.5M
Investment Management Corp of Ontario 0.02% Reduce -11.6% 90,430 $1.4M
Allstate Corp. 0.02% Add +1.0% 90,334 $1.4M
Verition Fund Management LLC 0.01% Reduce -29.7% 90,136 $1.4M
Janus Henderson Group PLC 0.00% Reduce -69.2% 89,200 $1.4M
Pathstone Holdings, LLC 0.01% Reduce -21.3% 89,070 $1.4M
Prospera Financial Services Inc 0.02% Reduce -2.0% 87,992 $1.4M
Headlands Technologies LLC 0.16% Add +2.0% 86,458 $1.4M
Kovack Advisors, Inc. 0.07% Add +3.5% 87,076 $1.4M
Harbour Investments, Inc. 0.02% Add +18.7% 83,166 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -5.0% 82,539 $1.3M
HUB Investment Partners, LLC 0.03% Add +28.7% 82,152 $1.3M
Franklin Resources Inc. 0.00% Reduce -54.1% 81,929 $1.3M
DRW Securities, LLC 0.07% Add +475.8% 81,825 $1.3M
Steinberganna Wealth Management 0.61% No change 80,450 $1.3M
Firsthand Capital Management, Inc. 2.71% No change 80,000 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +79.3% 81,443 $1.3M
MLP3, LLC 1.38% Add +130.1% 78,515 $1.2M
Simplicity Wealth,LLC 0.07% Reduce -14.6% 78,143 $1.2M
Spire Wealth Management 0.04% Reduce -9.3% 78,120 $1.2M
Truist Financial Corp. 0.00% Add +9.6% 77,340 $1.2M
Fortis Group Advisors, LLC 0.20% Reduce -0.8% 75,344 $1.2M
Pinkerton Wealth, LLC 0.11% Add +1.3% 45,900 $1.2M
Eurizon Capital SGR S.p.A. 0.00% Add +21.7% 75,329 $1.2M
Leonteq Securities AG 0.07% Add +370.0% 73,552 $1.2M
Arkadios Wealth Advisors 0.02% Add +16.9% 73,370 $1.2M
Centaurus Financial, Inc. 0.05% Add +549.3% 72,374 $1.1M
Manufacturers Life Insurance Company, The 0.00% Add +8.0% 71,845 $1.1M
Polianta Ltd 0.15% New 71,800 $1.1M
Soltis Investment Advisors LLC 0.07% Add +7.2% 68,922 $1.1M
Hudock, Inc. 0.16% Add +17.5% 68,890 $1.1M
Midwest Professional Planners, LTD. 0.25% Reduce -13.4% 67,665 $1.1M
Amalgamated Bank 0.01% Reduce -3.1% 66,761 $1.1M
Oasis Advisors, LLC 0.21% Add +699.9% 66,534 $1.1M
Kestra Private Wealth Services, LLC 0.01% Reduce -5.0% 66,392 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.06% Add +312.9% 66,332 $1.1M
Alta Wealth Advisors LLC 0.34% No change 66,148 $1.1M
Empowered Funds, LLC 0.01% Reduce -34.8% 65,704 $1.0M
Gsa Capital Partners LLP 0.06% Add +70.8% 65,658 $1.0M
Solidarity Wealth, LLC 0.20% No change 65,661 $1.0M
AG2R La Mondiale Gestion D'actifs 0.05% Add +30.1% 65,370 $1.0M
Sigma Planning Corp 0.03% Add +13.2% 64,281 $1.0M
Philadelphia Investment Partners, LLC 0.69% — 63,888 $1.0M
Schroder Investment Management Group 0.00% Add +32.5% 63,569 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +170.8% 63,247 $1.0M
Mutual Advisors, LLC 0.02% Reduce -41.9% 61,802 $981K
Abn Amro Investment Solutions 0.01% Add +19.4% 61,679 $979K
Nwam LLC 0.06% Add +1.2% 61,456 $976K
Bank of Nova Scotia 0.00% Reduce -6.7% 61,109 $970K
Maryland State Retirement & Pension System 0.02% No change 60,942 $968K
Vise Technologies, Inc. 0.02% No change 36,530 $956K
Rakuten Investment Management, Inc. 0.00% Add +24.4% 63,087 $956K
Merit Financial Group, LLC 0.01% Reduce -5.2% 58,404 $927K
CIBC Asset Management Inc 0.00% Add +7.7% 57,563 $914K
M&T Bank Corp 0.00% Add +0.0% 57,360 $911K
Two Sigma Securities, LLC 0.10% New 56,558 $898K
Stansberry Asset Management, LLC 0.09% Add +10.3% 55,898 $888K
FirstWave Capital Management LLC 0.95% New 55,835 $887K
River Street Advisors LLC 0.30% Add +21.1% 55,792 $886K
PFG Investments, LLC 0.04% Add +41.6% 55,738 $885K
San Luis Wealth Advisors LLC 0.15% Add +1.4% 55,408 $880K
Laurion Capital Management LP 0.09% Reduce -93.2% 55,125 $875K
Neuberger Berman Group LLC 0.00% Add +0.6% 55,009 $874K
Quantum Portfolio Management LLC 0.38% Add +29.4% 54,976 $873K
Brookstone Capital Management 0.01% Reduce -2.8% 54,416 $864K
ASR Vermogensbeheer N.V. 0.01% Add +41.9% 54,223 $861K
PNC Financial Services Group, Inc. 0.00% Reduce -30.6% 53,793 $854K
Inspire Investing, LLC 0.05% Add +53366.0% 53,466 $849K
Howland Capital Management LLC 0.03% Reduce -3.3% 53,347 $847K
Bayesian Capital Management, LP 1.02% Add +487.3% 52,860 $839K
Sumitomo Life Insurance Co. 0.02% Reduce -41.5% 52,383 $832K
Keystone Financial Services, LLC 0.56% Add +1.2% 52,201 $829K
Norris Financial Group, LLC 0.27% Reduce -5.8% 52,143 $828K
Viewpoint Capital Management LLC 0.38% Reduce -14.8% 51,817 $823K
Means Investment Co., Inc. 0.07% Reduce -1.4% 51,378 $816K
Beacon Pointe Advisors, LLC 0.00% Add +96.1% 50,901 $808K
Prudential Financial Inc. 0.00% Reduce -9.9% 49,786 $791K
Nicholas Wealth, LLC. 0.55% Reduce -19.6% 49,767 $790K
DAVENPORT & Co LLC 0.00% Add +32.6% 49,617 $788K
Pathway Financial Advisers, LLC 0.22% Add +3.5% 49,525 $786K
Woodline Partners LP 0.00% Add +124.2% 49,462 $785K
Sepio Capital, LP 0.04% Reduce -41.0% 48,723 $774K
MAI Capital Management 0.00% Add +592.3% 47,930 $761K
Krilogy Financial LLC 0.02% Add +125.3% 39,784 $757K
Floyd Financial Group LLC 0.50% Add +2.9% 40,122 $754K
Catalyst Funds Management Pty Ltd 0.13% Add +49.8% 46,645 $741K
Saudi Central Bank 0.02% New 46,643 $741K
Matisse Capital 0.31% New 46,227 $734K
Pinnacle Associates Ltd. 0.01% Add +5.3% 45,146 $717K
Level Four Advisory Services, LLC 0.02% Add +12.6% 44,297 $703K
Sun Financial Inc 0.35% Add +16.5% 43,320 $694K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -24.9% 43,644 $693K
Susquehanna Advisors Group, Inc. 0.05% No change 43,492 $691K
Mangrove Partners Im, LLC 0.06% New 43,305 $688K
Weiss Asset Management LP 0.02% Add +60.4% 43,027 $683K
World Investment Advisors 0.01% Add +15.1% 42,356 $673K
PDT Partners, LLC 0.04% Add +88.5% 42,296 $672K
Vident Advisory, LLC 0.01% Add +33.3% 41,277 $655K
Engineers Gate Manager LP 0.01% Reduce -70.9% 41,100 $653K
KLCM Advisors, Inc. 0.06% Add +4.8% 41,011 $651K
Thoroughbred Financial Services, LLC 0.04% Add +1.7% 41,055 $651K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +511.2% 42,785 $650K
Capital Markets Trading UK LLP 0.58% Add +211.3% 40,916 $650K
RPG Investment Advisory, LLC 0.08% Add +44.4% 40,790 $648K
Apollon Wealth Management, LLC 0.01% Add +240.1% 40,755 $647K
Blueshift Asset Management, LLC 0.19% Add +386.3% 39,952 $634K
Praxis Investment Management Inc. 0.04% Add +14.4% 38,931 $618K
First National Trust Co 0.02% Add +7.3% 38,826 $617K
Moseley Investment Management Inc. 0.20% Add +0.3% 38,689 $614K
Compound Planning, Inc. 0.02% Add +18.8% 38,597 $613K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +245.1% 39,965 $609K
Advisory Services Network, LLC 0.01% Reduce -3.9% 38,029 $604K
Sowell Financial Services LLC 0.02% Add +137.9% 37,765 $600K
Portman Square Capital LLP 0.38% New 37,753 $600K
Allianz Asset Management GmbH 0.00% New 37,717 $599K
EntryPoint Capital, LLC 0.17% Add +119.4% 36,764 $584K
Edgestream Partners, L.P. 0.02% Reduce -84.7% 36,655 $582K
Sterling Capital Management LLC 0.01% Reduce -42.2% 36,621 $582K
AlphaCore Capital LLC 0.01% Add +224.7% 36,357 $577K
McGuire Investment Group, LLC 0.06% Add +0.5% 36,118 $574K
Nikulski Financial, Inc. 0.14% Add +163.6% 36,060 $573K
Independent Advisor Alliance 0.01% Reduce -13.4% 36,012 $572K
Clare Market Investments LLC 0.12% — 35,905 $570K
Capital Advantage, Inc. 0.07% Add +11.2% 35,506 $564K
Florida Financial Advisors, LLC 0.13% Add +24.9% 35,435 $563K
Principal Financial Group Inc. 0.00% Add +10.7% 35,371 $562K
COFG Advisors, LLC 0.14% Add +1.9% 35,253 $560K
Rhodes Investment Advisors Inc. 0.48% New 35,108 $558K
North Dakota State Investment Board 0.02% Reduce -12.1% 35,047 $557K
Maridea Wealth Management LLC 0.08% Add +240.1% 34,716 $551K
Victory Financial Group, LLC 0.07% Add +11.6% 34,673 $551K
Valeo Financial Advisors, LLC 0.01% Add +7.8% 34,476 $547K
Perigon Wealth Management, LLC 0.01% Reduce -7.8% 34,255 $544K
Ritholtz Wealth Management 0.01% Reduce -12.3% 33,751 $536K
Diversified Trust Co. 0.01% Reduce -0.1% 33,717 $535K
Index Technologies Group LLC 0.58% Add +28.7% 33,623 $534K
Meeder Advisory Services, Inc. 0.02% Add +28.6% 32,923 $523K
UMB Bank, n.a. 0.01% Add +0.6% 32,640 $518K
Steward Partners Investment Advisory, LLC 0.00% Add +5.2% 32,518 $516K
Aptus Capital Advisors, LLC 0.00% Add +3.8% 32,354 $514K
Lombard Odier Asset Management (Switzerland) SA 0.02% Add +10.3% 32,100 $510K
Financial Partners Group, Inc 0.06% Reduce -26.3% 32,084 $509K
Oxford Asset Management LLP 0.20% New 31,994 $508K
Eddie Patel Inc 0.38% Reduce -0.5% 31,124 $494K
&partners 0.00% Reduce -0.6% 31,122 $493K
Tower Research Capital LLC (TRC) 0.01% Add +215.4% 30,814 $489K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -90.8% 30,713 $488K
Stifel Financial Corp. 0.00% Reduce -82.7% 30,285 $481K
Freestone Capital Holdings, LLC 0.01% Add +15.5% 30,094 $478K
E. Ohman J:or Asset Management AB 0.01% No change 29,677 $471K
Macquarie Group Ltd. 0.00% No change 29,495 $468K
Wealthspan Partners, LLC 0.16% Add +55.8% 29,447 $468K
Sequoia Financial Advisors, LLC 0.00% Reduce -40.5% 29,276 $465K
Mayflower Financial Advisors, LLC 0.06% Add +2.3% 29,202 $464K
STRS Ohio 0.00% Reduce -93.1% 29,003 $461K
Avanza Fonder AB 0.01% Add +1.4% 28,995 $460K
Callan Family Office, LLC 0.01% Reduce -11.3% 28,576 $454K
Fieldview Capital Management, LLC 0.13% New 28,404 $451K
CreativeOne Wealth, LLC 0.01% Reduce -34.4% 28,205 $448K
Nvwm, LLC 0.10% Add +4555.7% 27,934 $444K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -91.1% 27,842 $442K
Capital Advisors Inc. 0.01% Add +21.5% 27,709 $440K
MetLife Investment Management, LLC 0.00% Reduce -1.7% 27,380 $435K
Archford Capital Strategies, LLC 0.05% Reduce -0.1% 26,385 $419K
Farther Finance Advisors, LLC 0.00% Reduce -26.5% 26,777 $419K
Hexagon Capital Partners LLC 0.06% Reduce -0.1% 26,059 $414K
WCG Wealth Advisors LLC 0.01% Reduce -33.9% 25,972 $412K
Legend Capital Advisors LLC 0.25% Reduce -1.9% 25,425 $404K
AE Wealth Management LLC 0.00% Add +14.9% 25,290 $402K
Quantbot Technologies LP 0.02% Reduce -91.3% 25,187 $400K
Pallas Capital Advisors LLC 0.01% Add +66.8% 25,104 $399K
Correct Capital Wealth Management 0.07% Add +34.1% 24,927 $396K
OneDigital Investment Advisors LLC 0.00% Reduce -41.6% 24,776 $393K
Coldstream Capital Management Inc. 0.00% Add +83.2% 24,693 $392K
Perpetual Ltd 0.01% Add +78.1% 24,228 $385K
Kennedy Investment Group, Inc. 0.15% Reduce -13.7% 24,166 $384K
Motley Fool Asset Management LLC 0.02% Add +18.8% 24,164 $384K
Stratos Wealth Advisors, LLC 0.02% Add +45.3% 24,108 $383K
Foundations Investment Advisors, LLC 0.00% Reduce -31.1% 24,052 $382K
TD Waterhouse Canada Inc. 0.00% Reduce -42.4% 24,394 $381K
Mainstay Capital Management LLC 0.03% Reduce -0.3% 23,645 $375K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -15.0% 23,605 $375K
Belpointe Asset Management LLC 0.01% Reduce -62.5% 23,390 $371K
Manchester Financial Inc. 0.07% No change 23,371 $371K
R Squared Ltd 0.20% Add +33.7% 23,274 $370K
J.W. Cole Advisors, Inc. 0.01% Add +4.8% 23,077 $366K
Wealthcare Advisory Partners LLC 0.01% Add +90.9% 23,004 $365K
NorthRock Partners, LLC 0.01% Reduce -38.8% 22,949 $364K
Wedmont Private Capital 0.01% Reduce -19.9% 22,065 $364K
Kingswood Wealth Advisors, LLC 0.02% Add +13.2% 22,826 $362K
Keybank National Association 0.00% Add +96.6% 22,410 $356K
Harbor Capital Advisors, Inc. 0.03% New 22,236 $353K
Great Valley Advisor Group, Inc. 0.01% Add +48.4% 22,215 $352K
Vestcor Inc 0.01% No change 22,100 $351K
Founders Financial Securities LLC 0.02% Reduce -1.5% 21,477 $349K
UniSuper Management Pty Ltd 0.00% No change 22,000 $349K
Brooklyn Investment Group 0.01% New 21,953 $349K
Spartan Wealth Advisory Services LLC 0.03% — 21,935 $348K
Eventide Asset Management, LLC 0.01% Add +7.0% 22,902 $347K
Dynamic Advisor Solutions LLC 0.01% Add +9.7% 21,491 $341K
Savant Capital, LLC 0.00% Add +22.7% 21,468 $341K
Claris Financial LLC 0.19% Add +168.8% 22,074 $340K
one8zero8, LLC 0.08% Reduce -0.9% 21,350 $339K
Calamos Wealth Management LLC 0.01% No change 21,339 $339K
Calamos Advisors LLC 0.00% New 21,339 $339K
Thrive Wealth Management, LLC 0.05% Add +9.3% 21,310 $338K
SLT Holdings LLC 0.24% Reduce -34.5% 21,137 $336K
Jacobi Capital Management LLC 0.02% Add +99.4% 21,065 $335K
Cozad Asset Management Inc. 0.03% New 21,057 $334K
Mgo One Seven LLC 0.01% Reduce -21.2% 21,029 $334K
GTS Securities LLC 0.01% New 20,880 $332K
Mayfair Advisory Group, LLC 0.12% Add +24.4% 20,868 $331K
Gladstone Institutional Advisory LLC 0.01% Add +26.2% 20,824 $331K
N.E.W. Advisory Services LLC 0.02% Add +765.3% 20,758 $330K
Carnegie Lake Advisors LLC 0.13% Reduce -5.1% 20,550 $326K
TCW Group Inc. 0.00% Add +5.1% 20,509 $326K
Arax Advisory Partners 0.01% Add +99.1% 20,450 $325K
Integrity Alliance, Llc. 0.01% Reduce -22.9% 20,160 $320K
Polymer Capital Management (US) LLC 0.05% Add +63.4% 20,126 $320K
Rathbones Group PLC 0.00% Add +2.8% 20,096 $319K
Benjamin Edwards Inc. 0.00% Reduce -4.2% 20,095 $319K
Decision Investments, Inc. 0.36% Add +16.4% 20,066 $319K
Prudential PLC 0.00% No change 19,838 $315K
Private Trust Co. NA 0.03% Add +33.8% 19,634 $312K
Rydar Equities, Inc. 0.24% Add +65.3% 18,856 $311K
GAM Holding AG 0.03% Add +152.3% 19,535 $310K
Modus Advisors, LLC 0.09% Add +6.1% 19,471 $309K
Marshall Financial Group, LLC 0.05% Reduce -3.9% 19,451 $309K
Southern Financial Group, LLC 0.09% Add +8.4% 19,345 $307K
Ashton Thomas Private Wealth, LLC 0.01% Add +55.9% 19,133 $304K
Coordinated Financial Services, Inc. 0.18% Add +8.5% 19,100 $303K
Teacher Retirement System of Texas 0.00% Reduce -52.5% 18,841 $299K
Principal Securities, Inc. 0.00% Add +9.9% 18,709 $297K
Numerai GP LLC 0.03% Reduce -43.2% 18,608 $295K
Westmount Partners, LLC 0.07% New 18,574 $295K
Riggs Asset Managment Co. Inc. 0.06% Reduce -87.2% 18,560 $295K
Calton & Associates, Inc. 0.04% Reduce -8.2% 18,532 $294K
Bleakley Financial Group, LLC 0.00% Reduce -10.8% 18,413 $292K
Siemens Fonds Invest GmbH 0.02% Add +9.6% 18,314 $291K
B. Riley Wealth Advisors, Inc. 0.02% Add +19.4% 19,167 $290K
StoneX Group Inc. 0.02% New 18,209 $289K
GWN Securities Inc. 0.05% New 18,006 $286K
Probity Advisors, Inc. 0.04% Reduce -1.3% 17,854 $284K
USAdvisors Wealth Management, LLC 0.09% Add +5.0% 18,725 $283K
L2 Asset Management, LLC 0.03% Add +56.2% 17,694 $281K
Bensler, LLC 0.03% No change 17,450 $277K
Aldebaran Financial Inc. 0.26% No change 17,360 $276K
111 Capital 0.07% New 17,235 $274K
SeaCrest Wealth Management, LLC 0.03% Reduce -45.1% 17,154 $272K
Meridian Wealth Management, LLC 0.01% Reduce -87.1% 17,048 $271K
Karras Company, Inc. 0.27% Reduce -0.4% 17,036 $271K
United Capital Financial Advisors, LLC 0.00% Add +25.9% 17,011 $270K
M1 Capital Management LLC 0.12% Add +11.6% 16,800 $267K
IHT Wealth Management, LLC 0.01% Add +11.1% 16,725 $266K
Concorde Asset Management, LLC 0.13% Reduce -42.1% 16,699 $265K
Hunting Hill Global Capital, LLC 0.32% Reduce -52.3% 16,672 $265K
Garden State Investment Advisory Services LLC 0.06% Add +35.2% 16,506 $262K
VARCOV Co. 0.10% New 16,498 $262K
Ranch Capital Advisors Inc. 0.10% Add +2.7% 16,484 $262K
Albion Financial Group 0.02% No change 16,415 $261K
Capstone Investment Advisors, LLC 0.00% Reduce -83.7% 16,359 $260K
Gotham Asset Management 0.00% No change 16,320 $259K
Truefg, LLC 0.07% Reduce -1.1% 16,125 $256K
Yousif Capital Management, LLC 0.00% Add +2.5% 16,095 $256K
Oxford Financial Group, LTD. LLC 0.01% New 16,000 $254K
BankChampaign, National Association 0.25% Reduce -19.9% 15,986 $254K
Avior Wealth Management, LLC 0.01% New 15,978 $254K
Robeco Institutional Asset Management B.V. 0.00% Reduce -34.7% 15,960 $253K
Prime Capital Investment Advisors, LLC 0.00% Add +20.3% 15,921 $253K
Caxton Associates LLP 0.01% Reduce -18.6% 15,900 $252K
Avestar Capital, LLC 0.02% Add +0.3% 15,835 $251K
Tucker Asset Management LLC 0.08% Reduce -0.9% 15,832 $251K
Northwest Wealth Management, LLC 0.04% Reduce -0.2% 15,804 $251K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Add +1.8% 15,585 $247K
Dynasty Wealth Management, LLC 0.00% Add +9.6% 15,575 $247K
Cary Street Partners Financial LLC 0.01% Add +3.5% 15,398 $245K
Ring Mountain Capital, LLC 0.13% Reduce -21.5% 15,382 $244K
NFSG Corp 0.04% Reduce -7.9% 15,075 $239K
Westco Advisory Services Inc. 0.15% Reduce -5.1% 15,019 $239K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -71.8% 15,014 $238K
Fortis Advisors, LLC 0.12% Reduce -14.3% 15,000 $238K
Intrua Financial, LLC 0.03% Add +35.5% 14,997 $238K
IFS Group,LLC 0.21% — 14,970 $238K
HB Wealth Management, LLC 0.00% Add +47.6% 14,757 $234K
Fermata Advisors, LLC 0.05% Reduce -6.4% 14,710 $234K
Capital Investment Advisors, LLC 0.00% Reduce -2.8% 14,623 $232K
Commerce Bank 0.00% New 14,613 $232K
Cibc World Market Inc. 0.00% Add +20.7% 14,525 $231K
Redhawk Wealth Advisors, Inc. 0.03% No change 14,511 $230K
Acorn Financial Advisory Services Inc. 0.03% Reduce -89.0% 14,452 $229K
Ostrum Asset Management 0.01% Add +249.3% 14,393 $229K
FAS Wealth Partners, Inc. 0.01% No change 14,365 $228K
Palacios Wealth Management, LLC 0.14% Add +57.9% 14,146 $228K
Visionary Wealth Advisors 0.01% Add +13.3% 14,237 $226K
AlphaGrep UK Ltd 0.07% Add +65.7% 14,179 $225K
Trueblood Wealth Management, LLC 0.09% Add +39.6% 14,090 $224K
Ballentine Partners, LLC 0.00% Reduce -2.1% 14,007 $222K
Key Client Fiduciary Advisors, LLC 0.07% Reduce -9.6% 13,711 $218K
Future Financial Wealth Managment LLC 0.14% Reduce -8.0% 11,500 $216K
Plum Street Advisors, LLC 0.07% No change 13,577 $216K
International Assets Investment Management, LLC 0.01% Add +24.4% 13,760 $215K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -42.1% 13,532 $215K
PKS Advisory Services, LLC 0.05% Add +14.4% 13,500 $214K
Pension & Wealth Management Advisors, Inc. 0.06% New 13,483 $214K
Procyon Advisors, LLC 0.01% Reduce -6.9% 13,387 $213K
OMERS ADMINISTRATION Corp 0.00% Reduce -76.6% 13,285 $211K
Choreo, LLC 0.00% Reduce -41.9% 13,032 $207K
Ausdal Financial Partners, Inc. 0.01% Reduce -1.3% 13,017 $207K
White Wing Wealth Management 0.12% Add +9.4% 12,982 $206K
F&V Capital Management, LLC 0.04% New 13,000 $206K
Chicago Partners Investment Group LLC 0.00% New 10,757 $205K
Caitong International Asset Management Co., Ltd 0.04% New 12,910 $205K
Park Avenue Securities LLC 0.00% Reduce -32.4% 12,822 $204K
Parallel Advisors, LLC 0.00% Reduce -4.3% 12,760 $203K
My Portfolio Guide, LLC 0.11% — 12,673 $201K
Kingsview Wealth Management, LLC 0.00% Add +14.8% 12,607 $200K
Pinebridge Investments LLC 0.00% New 12,553 $199K
Millennium Capital Advisors, LLC 0.12% Add +13.6% 12,550 $199K
Fifth Third Bancorp 0.00% Add +297.4% 12,422 $197K
WoodTrust Financial Corp 0.03% New 12,400 $197K
Prostatis Group LLC 0.05% Add +1.0% 12,386 $197K
Root Financial Partners, LLC 0.01% Reduce -16.1% 12,353 $196K
Advisors Management Group Inc. 0.04% Add +7.5% 12,386 $196K
Kercheville Advisors, LLC 0.06% Reduce -94.2% 12,290 $195K
Metis Global Partners, LLC 0.00% No change 12,264 $195K
Aberdeen Group plc 0.00% Add +39.4% 12,170 $193K
Phoenix Financial Ltd. 0.00% New 12,115 $192K
Glenmede Trust Co. NA 0.00% Add +0.7% 12,020 $191K
nVerses Capital, LLC 0.17% New 11,931 $189K
Sagespring Wealth Partners, LLC 0.00% Reduce -38.6% 11,851 $188K
Signaturefd, LLC 0.00% Reduce -1.2% 11,824 $188K
Lake Street Private Wealth, LLC 0.02% Add +39.7% 11,688 $186K
Global Financial Private Client, LLC 0.06% Add +50.6% 11,623 $185K
Axim Planning & Wealth 0.22% No change 11,500 $183K
Gilliland Jeter Wealth Management LLC 0.05% No change 11,500 $183K
Cigna Investments Inc. 0.03% No change 11,440 $182K
Fortis Capital Management LLC 0.02% Add +1.2% 11,397 $181K
Pure Financial Advisors, LLC 0.00% Reduce -5.5% 11,353 $180K
Evergreen Capital Management LLC 0.00% Reduce -71.8% 11,281 $179K
Trivium Point Advisory, LLC 0.03% Reduce -21.7% 11,150 $177K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +23.7% 11,095 $176K
Bogart Wealth, LLC 0.01% Add +434.2% 11,052 $176K
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.7% 11,228 $175K
Wellington Management Group LLP 0.00% Add +13.5% 11,037 $175K
Diligent Investors, LLC 0.04% Add +9.0% 11,027 $175K
Avion Wealth 0.04% Add +8.0% 11,057 $175K
Norden Group LLC 0.02% Add +5.9% 10,964 $174K
GAMMA Investing LLC 0.01% Add +1.3% 10,922 $173K
Horizon Wealth Management, LLC 0.03% No change 10,900 $173K
Rosenberg Matthew Hamilton 0.04% Reduce -10.2% 10,800 $172K
BOK Financial Private Wealth, Inc. 0.01% Add +0.3% 10,765 $171K
Transcend Capital Advisors, LLC 0.01% Reduce -3.1% 10,637 $169K
Focus Financial Network, Inc. 0.01% Reduce -6.0% 10,635 $169K
Moneta Group Investment Advisors LLC 0.00% New 10,546 $167K
Panoramic Investment Advisors, LLC 0.09% No change 10,450 $166K
Larson Financial Group LLC 0.01% Add +2.1% 10,393 $165K
Zullo Investment Group, Inc. 0.06% Add +6.3% 10,324 $164K
Keystone Financial Services 0.05% Add +2.3% 10,176 $162K
VestGen Advisors, LLC 0.00% Reduce -83.2% 10,151 $161K
Compass Capital Corp. /Ma/ 0.06% No change 10,000 $161K
Traynor Capital Management, Inc. 0.01% Reduce -56.9% 10,636 $161K
United Advisor Group, LLC 0.02% New 10,136 $161K
Betterment LLC 0.00% New 10,077 $160K
A&I Financial Services, LLC 0.08% No change 10,000 $159K
ETF Portfolio Partners, Inc. 0.04% New 10,000 $159K
Ares Systematic Credit Ltd 0.71% Reduce -45.6% 10,156 $154K
Alpha Wealth Funds, LLC 0.11% New 10,000 $152K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +3.8% 9,238 $147K
Cassaday & Co Wealth Management LLC 0.00% Reduce -3.3% 9,090 $144K
AdvisorNet Financial, Inc 0.01% Add +23.6% 8,915 $142K
Abound Wealth Management 0.03% Add +739.0% 8,893 $141K
Quadrant Capital Group LLC 0.00% Add +14.3% 8,766 $139K
FIL Ltd 0.00% New 8,689 $138K
Red Door Wealth Management, LLC 0.01% New 8,550 $136K
SouthState Bank Corp 0.01% Reduce -0.1% 8,465 $134K
Toth Financial Advisory Corp. 0.01% Add +35.8% 8,350 $133K
Strive Financial Group ,LLC 0.07% Reduce -8.9% 8,024 $127K
Nemes Rush Group LLC 0.01% Add +0.9% 7,667 $122K
Lanark Financial, Inc. 0.01% No change 7,527 $120K
Global Assets Advisory, LLC 0.03% New 7,425 $118K
Kemnay Advisory Services Inc. 0.02% Add +13.2% 7,301 $116K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 7,266 $114K
Geneos Wealth Management Inc. 0.00% Add +31.3% 6,994 $111K
Wolff Wiese Magana LLC 0.06% No change 6,600 $105K
LM Advisors LLC 0.58% Reduce -47.3% 1,660 $105K
Vestor Capital, LLC 0.01% Add +549.3% 6,532 $104K
University of Texas/Texas Am Investment Management Co. 0.01% New 6,145 $98K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -64.6% 6,057 $96K
Marathon Trading Investment Management LLC 0.03% Reduce -89.4% 6,032 $96K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 5,993 $95K
Global X Japan Co., Ltd. 0.00% New 5,810 $92K
Lodestone Wealth Management LLC 0.04% Add +19.3% 5,778 $92K
Investment Research & Advisory Group, Inc. 0.03% Add +14.5% 5,747 $91K
Tortoise Investment Management, LLC 0.01% New 5,527 $88K
SOA Wealth Advisors, LLC. 0.02% Add +3.8% 5,434 $86K
Los Angeles Capital Management LLC 0.00% No change 5,331 $85K
DekaBank Deutsche Girozentrale 0.00% No change 5,166 $80K
Blue Bell Private Wealth Management, LLC 0.01% Add +209.1% 4,976 $79K
Tidemark, LLC 0.02% Reduce -0.5% 4,911 $78K
Orion Capital Management LLC 0.03% Add +6.5% 4,900 $78K
Arkos Global Advisors 0.01% New 4,800 $76K
Assetmark, Inc. 0.00% Add +134.1% 4,785 $76K
Huntington National Bank 0.00% Add +134.9% 4,675 $74K
Hollencrest Capital Management 0.00% New 4,616 $73K
Osbon Capital Management LLC 0.06% Add +1175.1% 4,565 $72K
EverSource Wealth Advisors, LLC 0.00% Add +29.4% 4,387 $70K
Evolution Wealth Management Inc. 0.05% No change 4,240 $67K
Hilton Head Capital Partners, LLC 0.04% No change 4,214 $67K
Penserra Capital Management LLC 0.00% Add +796.7% 4,035 $64K
Essential Partners LLC 0.02% Reduce -0.5% 4,013 $64K
WealthCollab, LLC 0.03% No change 4,000 $64K
Innovative Asset Advisors Group, LLC 0.03% — 3,650 $58K
Westside Investment Management, Inc. 0.01% Add +6.1% 3,500 $56K
Smartleaf Asset Management LLC 0.00% Add +0.3% 3,611 $55K
Copia Wealth Management 0.04% Reduce -33.6% 3,392 $54K
Basecamp Wealth Advisors LLC 0.01% Reduce -4.5% 3,348 $53K
Clearstead Advisors, LLC 0.00% Add +12.7% 3,246 $52K
Atlantic Union Bankshares Corp 0.00% Reduce -7.3% 3,191 $51K
Archer Investment Corp 0.01% Add +27.6% 3,191 $51K
Cullen/Frost Bankers, Inc. 0.00% Reduce -23.6% 3,089 $49K
Legacy Wealth Managment, LLC 0.02% Reduce -18.9% 3,002 $48K
Caitlin John, LLC 0.03% No change 3,000 $48K
Ancora Advisors LLC 0.00% Add +171.8% 2,805 $45K
Zions Bancorporation, National Association 0.00% Reduce -40.0% 2,564 $41K
Ascentis Independent Advisors 0.00% New 2,523 $40K
Signature Equity Partners, LLC 0.02% Reduce -71.7% 2,377 $38K
Activest Wealth Management 0.01% Reduce -4.7% 2,346 $37K
Vision Retirement, LLC 0.01% No change 2,220 $35K
TD Private Client Wealth LLC 0.00% Add +11.5% 2,120 $34K
Cornerstone Planning Group LLC 0.00% Add +232.1% 2,099 $34K
First Horizon Corp. 0.00% Reduce -35.2% 2,018 $32K
Barrett & Company, Inc. 0.01% No change 2,000 $32K
Provenance Wealth Advisors, LLC 0.00% No change 2,000 $32K
Cornerstone National Bank & Trust Co 0.01% No change 2,000 $31K
Glen Eagle Advisors, LLC 0.00% No change 1,938 $31K
Winthrop Capital Management, LLC 0.01% No change 1,842 $29K
CX Institutional 0.00% No change 1,819 $29K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 1,800 $29K
Owl Creek Wealth Partners LLC 0.01% — 1,675 $27K
TFC Financial Management, Inc. 0.00% Add +219.0% 1,646 $26K
Capital Advisors, Ltd. LLC 0.00% Reduce -0.1% 1,648 $26K
Murphy & Mullick Capital Management Corp 0.02% Add +5.0% 1,575 $25K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,505 $24K
Aster Capital Management (DIFC) Ltd 0.01% New 2,068 $24K
Opal Wealth Advisors, LLC 0.01% New 1,500 $24K
Blume Capital Management, Inc. 0.00% Add +7.1% 1,500 $24K
Blue Trust, Inc. 0.00% Add +46.9% 1,487 $24K
V-Square Quantitative Management LLC 0.00% Reduce -38.2% 1,453 $23K
Bfsg, LLC 0.00% Reduce -4.0% 1,440 $23K
Whittier Trust Co. 0.00% Reduce -20.0% 1,400 $23K
Advisors Asset Management, Inc. 0.00% New 1,424 $23K
Quaker Wealth Management, LLC 0.01% Add +19.0% 1,422 $23K
Hurley Capital, LLC 0.01% No change 1,400 $22K
Bessemer Group Inc. 0.00% No change 1,351 $22K
Parkside Financial Bank & Trust 0.00% Reduce -9.1% 1,367 $22K
Signature Resources Capital Management, LLC 0.01% Reduce -1.4% 1,341 $21K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -8.5% 1,324 $21K
MCF Advisors LLC 0.00% Reduce -58.3% 1,305 $21K
American Capital Advisory, LLC 0.01% Reduce -0.2% 1,294 $21K
Tobam 0.01% Reduce -28.7% 1,237 $20K
Aventura Private Wealth, LLC 0.01% Reduce -1.6% 1,259 $20K
True Wealth Design, LLC 0.01% Reduce -2.5% 1,254 $20K
Strategic Investment Solutions, Inc. 0.00% No change 1,242 $20K
Raiffeisen Bank International AG 0.00% No change 1,274 $19K
Golden State Wealth Management, LLC 0.00% No change 1,200 $19K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,176 $19K
SJS Investment Consulting Inc. 0.00% Add +1.4% 1,190 $19K
Quent Capital, LLC 0.00% Add +31.0% 1,180 $19K
CVA Family Office, LLC 0.00% Add +4900.0% 1,150 $18K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 1,115 $18K
Boreal Capital Management LLC 0.02% Add +83.3% 1,100 $17K
Fortitude Family Office, LLC 0.00% Add +50.4% 1,039 $16K
Game Plan Financial Advisors, LLC 0.01% Reduce -4.2% 1,025 $16K
SHP Wealth Management 0.00% Reduce -25.6% 1,016 $16K
Holos Integrated Wealth LLC 0.01% New 1,000 $16K
Bell Investment Advisors, Inc 0.00% Reduce -2.3% 1,005 $16K
Comprehensive Financial Planning, Inc. 0.01% No change 1,000 $16K
Bank of New Hampshire 0.00% Reduce -76.2% 1,000 $16K
Creative Financial Designs Inc. 0.00% Reduce -21.1% 1,000 $16K
Sunbelt Securities, Inc. 0.00% New 1,000 $16K
WPG Advisers, LLC 0.01% Reduce -2.9% 964 $15K
Valley Wealth Managers, Inc. 0.00% No change 963 $15K
Ossiam 0.00% Reduce -84.9% 953 $15K
Elequin Capital, LP 0.00% Reduce -64.6% 951 $15K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -67.4% 940 $15K
Center for Financial Planning, Inc. 0.00% No change 925 $15K
Smallwood Wealth Investment Management, LLC 0.01% Add +0.4% 904 $14K
Wellington-Altus USA Inc. 0.01% New 800 $14K
Aspect Partners, LLC 0.01% Reduce -14.2% 849 $13K
Scarborough Advisors, LLC 0.00% Add +13.7% 829 $13K
Swiss Re Ltd. 0.08% No change 800 $13K
Aviso Financial Inc. 0.00% No change 800 $13K
Salomon & Ludwin, LLC 0.00% Reduce -5.3% 799 $13K
Grove Bank & Trust 0.00% Reduce -56.9% 797 $13K
Salem Investment Counselors Inc. 0.00% New 779 $12K
Financial Perspectives, Inc 0.00% No change 775 $12K
Atlantic Private Wealth, LLC 0.01% No change 750 $12K
Key Financial Inc 0.00% No change 750 $12K
First Command Advisory Services, Inc. 0.00% Add +15.4% 748 $12K
Godsey & Gibb, Inc. 0.00% No change 701 $11K
North Star Investment Management Corp. 0.00% Add +11.4% 695 $11K
Dagco, Inc. 0.00% No change 681 $11K
Keating Financial Advisory Services, Inc. 0.00% Reduce -29.8% 666 $11K
Versant Capital Management, Inc 0.00% Add +14.8% 638 $10K
Estabrook Capital Management 0.00% No change 630 $10K
Hanson & Doremus Investment Management 0.00% New 600 $10K
HM Payson & Co. 0.00% Add +525.0% 625 $10K
Gen-Wealth Partners Inc 0.00% No change 600 $10K
IAG Wealth Partners, LLC 0.00% Reduce -76.5% 544 $9K
JFS Wealth Advisors, LLC 0.00% Reduce -26.5% 528 $8K
Benson Wealth Management INC 0.01% New 523 $8K
Covestor Ltd 0.01% Reduce -38.5% 533 $8K
CNB Bank 0.00% No change 500 $8K
Synergy Investment Management, LLC 0.00% New 500 $8K
Elevated Capital Advisors, LLC 0.00% No change 500 $8K
Anchor Investment Management, LLC 0.00% No change 458 $7K
Ascentis Wealth Management, LLC 0.00% No change 452 $7K
Tsfg, LLC 0.00% No change 442 $7K
Ameriflex Group, Inc. 0.00% No change 438 $7K
Sachetta, LLC 0.00% Add +66.4% 421 $7K
JPL Wealth Management, LLC 0.00% New 416 $7K
Dunhill Financial, LLC 0.00% Add +1579.2% 403 $6K
Vision Financial Markets LLC 0.01% No change 400 $6K
Adirondack Trust Co. 0.00% No change 400 $6K
Hilltop National Bank 0.00% Reduce -83.5% 400 $6K
Bangor Savings Bank 0.00% New 400 $6K
CENTRAL TRUST Co 0.00% No change 400 $6K
Mather Group, Llc. 0.00% New 400 $6K
Sound Income Strategies, LLC 0.00% Reduce -33.3% 400 $6K
Strategic Wealth Partners, Ltd. 0.00% Add +7.0% 381 $6K
Rothschild Investment LLC 0.00% Reduce -70.7% 381 $6K
GHP Investment Advisors, Inc. 0.00% Add +11.1% 380 $6K
Rossby Financial, LCC 0.00% Add +126.6% 358 $6K
Main Street Group, LTD 0.00% New 348 $6K
Transamerica Financial Advisors, LLC 0.00% Add +23.7% 344 $5K
GoalVest Advisory LLC 0.00% No change 340 $5K
Medallion Wealth Advisors, LLC 0.00% No change 339 $5K
Torren Management, LLC 0.00% Reduce -18.1% 334 $5K
Red Tortoise LLC 0.00% No change 328 $5K
HighMark Wealth Management LLC 0.00% Reduce -68.0% 320 $5K
Hantz Financial Services, Inc. 0.00% Reduce -55.6% 305 $5K
Tradewinds Capital Management, LLC 0.00% Add +1.4% 288 $5K
Curio Wealth, LLC 0.00% Add +7.7% 280 $4K
Brown Brothers Harriman & Co. 0.00% No change 263 $4K
Prestige Wealth Management Group LLC 0.00% No change 260 $4K
St. Johns Investment Management Company, LLC 0.00% No change 257 $4K
Rexford Capital Inc. 0.00% New 256 $4K
Pin Oak Investment Advisors Inc. 0.00% New 250 $4K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 250 $4K
Capital Analysts, LLC 0.00% No change 240 $4K
MV Capital Management, Inc. 0.00% Add +4.2% 251 $4K
Bayban 0.00% No change 250 $4K
Fourth Dimension Wealth, LLC 0.00% No change 250 $4K
Farmers & Merchants Investments Inc. 0.00% No change 250 $4K
Meeder Asset Management Inc. 0.00% Reduce -16.4% 244 $4K
Clearstead Trust, LLC 0.00% No change 243 $4K
Strengthening Families & Communities, LLC 0.00% Add +175.6% 237 $4K
Truvestments Capital LLC 0.00% Reduce -35.9% 236 $4K
Ares Financial Consulting, LLC 0.00% New 236 $4K
Wealth Enhancement Trust Services, Inc. 0.00% No change 228 $4K
Cromwell Holdings LLC 0.00% Add +25.3% 223 $4K
Principia Wealth Advisory, LLC 0.00% Add +42.5% 201 $3K
Noble Wealth Management PBC 0.00% No change 200 $3K
Bernard Wealth Management Corp. 0.00% No change 200 $3K
Elevation Wealth Partners, LLC 0.00% Add +17.0% 200 $3K
Crewe Advisors LLC 0.00% No change 200 $3K
EFG International AG 0.00% No change 200 $3K
Retirement Wealth Solutions LLC 0.00% Reduce -34.5% 199 $3K
Atwood & Palmer Inc. 0.00% New 197 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 193 $3K
Highline Wealth Partners LLC 0.00% Reduce -9.1% 190 $3K
Intentional Wealth Strategies, LLC 0.00% — 181 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.2% 171 $3K
Mosley Wealth Management 0.00% New 102 $3K
Global Wealth Strategies & Associates 0.00% New 159 $3K
IMA Advisory Services, Inc. 0.00% Reduce -9.9% 154 $2K
Clarity Asset Management, Inc. 0.00% New 150 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -14.4% 148 $2K
Bruce G. Allen Investments, LLC 0.00% Add +16.9% 138 $2K
Sittner & Nelson, LLC 0.00% No change 133 $2K
Chilton Capital Management LLC 0.00% Reduce -76.5% 133 $2K
Accent Capital Management, LLC 0.00% Reduce -10.3% 131 $2K
Raffa Wealth Management, LLC 0.00% Add +11.3% 118 $2K
Hughes Financial Services, LLC 0.00% Reduce -2.6% 112 $2K
Anfield Capital Management, LLC 0.00% Reduce -12.8% 109 $2K
POM Investment Strategies, LLC 0.00% New 100 $2K
1620 Investment Advisors, Inc. 0.00% New 100 $2K
Horizon Financial Services, LLC 0.00% New 100 $2K
Financial Avengers, Inc. 0.00% No change 100 $2K
Steigerwald, Gordon & Koch Inc. 0.00% New 100 $2K
Bay Harbor Wealth Management, LLC 0.00% Reduce -12.5% 84 $1K
MPWM Advisory Solutions, LLC 0.00% Reduce -86.2% 80 $1K
Private Wealth Management Group, LLC 0.00% No change 79 $1K
Merkkuri Wealth Advisors LLC 0.00% New 75 $1K
LRI Investments, LLC 0.00% Reduce -97.6% 73 $1K
Investors Portfolio Services LLC 0.00% Reduce -6.4% 73 $1K
Addison Advisors LLC 0.00% New 70 $1K
Coston, McIsaac & Partners 0.00% No change 89 $1K
Roble, Belko & Company, Inc 0.00% No change 77 $1K
Pacer Advisors, Inc. 0.00% Add +3.1% 33 $1K
Investors Research Corp 0.00% New 53 $842
Rialto Wealth Management, LLC 0.00% Reduce -76.1% 53 $842
Bare Financial Services, Inc 0.00% Reduce -17.5% 52 $826
HFM Investment Advisors, LLC 0.00% Reduce -73.0% 51 $810
Physician Wealth Advisors, Inc. 0.00% Reduce -13.6% 51 $810
Gilpin Wealth Management, LLC 0.00% No change 50 $794
McGuire Capital Advisors Inc. 0.00% Reduce -33.3% 50 $794
Atlantic Edge Private Wealth Management, LLC 0.00% New 50 $794
West Financial Advisors, LLC 0.00% No change 49 $779
JNBA Financial Advisors 0.00% No change 46 $731
Sarver Vrooman Wealth Advisors 0.00% No change 40 $635
Davis Capital Management 0.00% Add +254.6% 39 $619
Dogwood Wealth Management LLC 0.00% Reduce -83.1% 39 $619
Cornerstone Financial Management LLC 0.00% Reduce -75.3% 38 $603
1015 Capital Partners, LLC 0.00% No change 37 $588
Financial Consulate, Inc. 0.00% No change 35 $556
Eukles Asset Management 0.00% Add +52.4% 32 $508
Manchester Capital Management LLC 0.00% Reduce -75.6% 29 $461
Cranbrook Wealth Management, LLC 0.00% New 29 $461
Vermillion Wealth Management, Inc. 0.00% Reduce -97.2% 28 $445
Strategic Advocates LLC 0.00% Reduce -100.0% 27 $429
DecisionPoint Financial, LLC 0.00% No change 23 $366
Stone House Investment Management, LLC 0.00% Reduce -81.0% 23 $365
DB Fitzpatrick & Co, Inc 0.00% New 20 $318
Manning & Napier Advisors LLC 0.00% Reduce -30.0% 21 $318
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -97.8% 15 $244
Seneschal Advisors, LLC 0.00% Reduce -12.5% 14 $223
Trust Co. of Toledo NA 0.00% No change 14 $222
TopTier Wealth Management, LLC 0.00% New 13 $206
Berkshire Capital Holdings Inc. 0.00% No change 10 $159
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 100 $151
Byrne Asset Management LLC 0.00% No change 9 $143
Raleigh Capital Management Inc. 0.00% New 7 $111
Wilkerson Advisory Group LLC 0.00% Reduce -37.5% 5 $79
Napier Financial, LLC 0.00% New 5 $79
City State Bank 0.00% No change 2 $32
SWAN Capital LLC 0.00% No change 2 $32
REAP Financial Group, LLC 0.00% No change 1 $16
Centerpoint Advisors, LLC 0.00% No change 25 $0

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