Sofi TechnologiesSOFI

13F holders, Q2 2026 (June 30)
925holders −2
116new positions
117sold out
7famous investors
$18.01avg. 13F price*

At the end of Q2 2026, 925 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, down 2 from Q1 2026. 116 opened new positions and 117 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Capital Management LLC ($1.0B) and Vanguard Portfolio Management LLC ($909.8M). 7 famous investors held it, including Cathie Wood (0.4% of ARK Investment Management's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.1% of Millennium Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions116$279.0M
Exits117$492.2M

All 13F filers, Q1 2026 → Q2 2026: 84,016,977 shares bought and 150,012,662 shares sold, net −65,995,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 925 holders

BlackRock, Inc. 0.02% Add +4.2% 72,444,208 $1.3B
Vanguard Capital Management LLC 0.02% Add +1.4% 57,928,852 $1.0B
Vanguard Portfolio Management LLC 0.04% Reduce -0.5% 50,740,132 $909.8M
Goldman Sachs Group Inc. 0.07% Add +180.9% 35,207,678 $631.3M
UBS Group AG 0.10% Reduce -3.4% 35,168,018 $630.6M
State Street Corp. 0.02% Add +5.3% 28,763,660 $515.7M
Geode Capital Management, LLC 0.02% Reduce -10.1% 23,356,377 $417.6M
Morgan Stanley 0.02% Reduce -8.2% 19,521,442 $350.0M
D. E. Shaw & Co. 0.17% Reduce -65.6% 14,691,786 $263.4M
Norges Bank 0.02% — 13,630,462 $244.4M
Marshall Wace, LLP 0.18% Add +79.4% 11,697,405 $209.7M
Millennium Management 0.13% Add +27.1% 10,493,471 $188.1M
Susquehanna International Group, LLP 0.16% Add +114.6% 10,236,195 $183.5M
Dimensional Fund Advisors LP 0.03% Add +9.8% 10,003,025 $179.4M
Bank of America Corp. 0.01% Reduce -15.7% 9,135,967 $163.8M
Vanguard Fiduciary Trust Co. 0.03% Add +2.8% 8,140,281 $146.0M
Northern Trust Corp. 0.02% Add +3.7% 7,620,475 $136.6M
Charles Schwab Investment Management Inc. 0.02% Add +12.5% 7,280,268 $130.5M
Citigroup Inc. 0.05% Reduce -16.2% 6,283,079 $112.7M
Bank of Montreal 0.04% Reduce -8.8% 6,168,171 $110.6M
Wells Fargo & Company 0.02% Add +33.1% 5,885,387 $105.5M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -0.1% 5,684,422 $101.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +12.7% 5,239,086 $93.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +4.2% 4,925,068 $88.3M
Harvest Portfolios Group Inc. 1.22% Add +88.9% 4,806,357 $86.2M
Royal Bank of Canada 0.01% Reduce -29.7% 4,754,654 $85.3M
Worldquant Millennium Advisors LLC 0.26% Reduce -21.5% 4,252,871 $76.3M
Accel Growth Fund V Associates L.L.C. 81.98% No change 4,104,459 $73.6M
Bank of New York Mellon Corp 0.01% Add +0.4% 4,045,236 $72.5M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Add +121.4% 3,772,072 $67.6M
ARK Investment Management 0.44% Reduce -2.4% 3,742,479 $67.1M
JPMorgan Chase & Co. 0.00% Add +104.7% 3,652,807 $66.4M
Legal & General Group Plc 0.01% Add +4.6% 3,608,784 $64.7M
Swiss National Bank 0.03% Reduce -3.0% 3,596,700 $64.5M
Coppell Advisory Solutions LLC 4.96% New 620 $59.7M
HRT Financial LP 0.11% Reduce -61.5% 3,209,701 $57.5M
Amova Asset Management Americas, Inc. 0.72% Reduce -0.1% 3,132,998 $56.1M
Capula Management Ltd 0.24% New 3,000,000 $53.8M
LPL Financial LLC 0.01% Add +0.6% 2,992,786 $53.7M
Nuveen, LLC 0.01% Reduce -14.4% 2,939,704 $52.7M
DAVENPORT & Co LLC 0.26% Add +5492.6% 2,774,855 $50.0M
Deutsche Bank AG 0.01% Add +53.1% 2,489,675 $44.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Add +17.6% 2,472,601 $44.3M
Voloridge Investment Management, LLC 0.18% Reduce -81.7% 2,322,047 $41.6M
Walleye Trading LLC 0.56% Add +33.1% 2,236,388 $40.1M
Barclays PLC 0.01% Reduce -32.9% 1,872,921 $33.6M
California Public Employees Retirement System 0.02% Add +5.9% 1,863,200 $33.4M
Amundi 0.01% Add +7.2% 1,836,761 $32.9M
California State Teachers Retirement System 0.03% Reduce -5.0% 1,740,160 $31.2M
State of Michigan Retirement System 0.13% Add +64.9% 1,648,658 $29.6M
Marex Group Ltd 0.21% Add +64.8% 1,580,559 $28.3M
Tremblant Capital Group 0.81% Reduce -1.7% 1,578,915 $28.3M
BNP Paribas Financial Markets 0.01% Reduce -67.5% 1,563,533 $28.0M
Invesco Ltd. 0.00% Reduce -2.2% 1,544,542 $27.7M
National Bank of Canada 0.02% Add +154.5% 1,543,861 $27.7M
Ameriprise Financial Inc. 0.01% Add +30.6% 1,542,568 $27.7M
Bienville Capital Management, LLC 3.95% New 1,527,406 $27.4M
Patient Capital Management, LLC 0.90% Add +13.5% 1,505,629 $27.0M
Cantor Fitzgerald, L. P. 0.52% New 1,488,054 $26.7M
Jane Street Group, LLC 0.02% Reduce -91.8% 1,476,165 $26.5M
Clear Street Group Inc. 0.08% Add +30.4% 1,448,780 $26.0M
Rhumbline Advisers 0.02% Add +4.0% 1,333,823 $23.9M
T. Rowe Price Associates Inc. 0.00% Add +10.5% 1,304,243 $23.4M
Mizuho Markets Americas LLC 0.40% Reduce -16.5% 1,251,169 $22.4M
HSBC Holdings PLC 0.01% Add +47.9% 1,218,499 $22.0M
Simplex Trading, LLC 0.55% Add +22.0% 1,181,860 $21.2M
PFA Pension, Forsikringsaktieselskab 0.05% Reduce -0.1% 1,158,258 $20.8M
Citadel Advisors 0.01% Reduce -89.6% 1,145,775 $20.5M
Diversify Advisory Services, LLC 0.33% Add +27.8% 1,148,202 $19.4M
Diversify Wealth Management, LLC 0.33% Add +10.1% 1,148,202 $19.4M
IMC-Chicago, LLC 0.17% Reduce -55.9% 1,017,194 $18.2M
Trexquant Investment LP 0.11% Reduce -56.8% 1,011,994 $18.1M
Jones Financial Companies LLLP 0.01% Add +23.7% 994,992 $17.8M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.6% 990,550 $17.8M
Jefferies Financial Group Inc. 0.16% Reduce -15.0% 964,203 $17.3M
Russell Investments Group, Ltd. 0.02% Add +76.6% 961,350 $17.3M
Cetera Investment Advisers 0.02% Add +34.8% 957,655 $17.2M
Osaic Holdings, Inc. 0.02% Add +34.9% 931,407 $16.7M
Rockefeller Capital Management L.P. 0.03% Reduce -18.2% 929,800 $16.7M
SBI Securities Co., Ltd. 0.38% Reduce -18.3% 923,128 $16.6M
Baltimore-Washington Financial Advisors, Inc. 0.60% Add +2.5% 897,459 $16.1M
Sierra Summit Advisors LLC 1.79% New 895,254 $16.1M
Aviva PLC 0.02% Add +2.3% 883,880 $15.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -9.5% 877,899 $15.7M
Raymond James Financial Inc. 0.00% Add +14.6% 876,593 $15.7M
DNB Asset Management AS 0.04% Add +180.2% 868,028 $15.6M
Korea Investment CORP 0.03% Reduce -2.5% 823,937 $14.8M
Tredje AP-fonden 0.07% Add +84.8% 822,202 $14.7M
Longitude (Cayman) Ltd. 9.56% Add +25.2% 807,500 $14.5M
Provident Living Financial Services, Inc. 14.23% Add +7.9% 888,439 $14.4M
AlphaStar Capital Management, LLC 0.91% Add +186.0% 796,761 $14.3M
Reynders McVeigh Capital Management, LLC 0.56% Add +2.6% 699,538 $12.5M
FMR LLC 0.00% Reduce -44.4% 695,835 $12.5M
Arax Advisory Partners 0.08% Add +3290.5% 693,356 $12.4M
Moors & Cabot, Inc. 0.47% Reduce -1.2% 676,553 $12.1M
State of Wisconsin Investment Board 0.02% Reduce -15.0% 661,733 $11.9M
Vanguard Investments Australia, Ltd. 0.03% Add +1.6% 633,346 $11.4M
New York State Common Retirement Fund 0.01% Add +8.5% 623,987 $11.2M
Brighton Jones LLC 0.21% Reduce -2.0% 623,977 $11.2M
Vanguard Global Advisers, LLC 0.01% Reduce -1.2% 618,086 $11.1M
SG Americas Securities, LLC 0.01% Reduce -34.5% 615,380 $11.0M
LGT Group Foundation 0.12% Add +96.9% 606,650 $10.9M
Convergence Financial, LLC 0.86% New 600,266 $10.8M
STRS Ohio 0.04% Add +1911.3% 583,340 $10.5M
FORA Capital, LLC 0.71% Reduce -60.7% 573,250 $10.3M
Police & Firemen's Retirement System of New Jersey 0.08% Add +9.1% 568,721 $10.2M
Nomura Holdings Inc. 0.04% Add +61.0% 560,492 $10.0M
Danske Bank A/S 0.02% Add +1.7% 557,745 $10.0M
AQR Capital Management 0.00% Reduce -6.6% 557,011 $10.0M
NewEdge Advisors, LLC 0.03% Add +38.0% 555,799 $10.0M
Squarepoint Ops LLC 0.02% Reduce -88.4% 548,645 $9.8M
XTX Topco Ltd 0.13% Add +44.1% 542,321 $9.7M
Tidal Investments LLC 0.02% Add +39.0% 538,067 $9.6M
Treasurer of the State of North Carolina 0.02% Add +3.6% 537,667 $9.6M
Jain Global LLC 0.12% Reduce -29.8% 536,950 $9.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -3.3% 532,184 $9.5M
Commonwealth Equity Services, LLC 0.01% Add +3.8% 531,211 $9.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.06% New 526,775 $9.4M
Rakuten Securities, Inc. 2.16% Add +31.4% 519,016 $9.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -1.1% 513,757 $9.2M
Nordea Investment Management AB 0.01% Add +1.3% 516,653 $9.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +17.3% 511,948 $9.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Reduce -4.6% 500,994 $9.0M
Summit Financial, LLC 0.10% Reduce -12.5% 500,342 $9.0M
Blair William & Co. 0.02% Add +21.5% 493,064 $8.8M
Cypress Point Investment Management LP 1.57% Add +77.0% 483,640 $8.7M
KLP Kapitalforvaltning As 0.03% Add +0.8% 479,100 $8.6M
Pictet Asset Management Holding SA 0.01% Add +2.2% 478,515 $8.6M
Asset Management One Co., Ltd. 0.02% Reduce -0.5% 475,538 $8.5M
Quantinno Capital Management LP 0.01% Add +1.3% 465,581 $8.3M
Two Sigma Investments, LP 0.01% Reduce -70.2% 443,247 $7.9M
Covenant Asset Management, LLC 1.38% New 433,052 $7.8M
Vontobel Holding Ltd. 0.03% Add +58.2% 429,171 $7.7M
TTRF Capital Ltd 5.06% — 428,091 $7.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +0.4% 427,750 $7.7M
State of New Jersey Common Pension Fund D 0.03% Reduce -2.4% 423,823 $7.6M
Cresset Asset Management, LLC 0.03% Add +4.7% 420,977 $7.5M
MML Investors Services, LLC 0.02% Add +16.5% 416,819 $7.5M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.4% 414,812 $7.4M
Walleye Capital LLC 0.04% Add +59.7% 411,566 $7.4M
Alliancebernstein L.P. 0.00% Add +2.9% 461,223 $7.3M
Royal London Asset Management Ltd. 0.01% Add +18.4% 404,912 $7.3M
Victory Capital Management Inc. 0.00% Add +1.4% 403,892 $7.2M
Capital Fund Management S.A. 0.05% Add +12.7% 403,388 $7.2M
Handelsbanken Fonder AB 0.02% Add +6.5% 401,900 $7.2M
Summit Trail Advisors, LLC 0.09% Reduce -5.1% 399,276 $7.2M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.3% 399,195 $7.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% New 382,310 $6.9M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -1.4% 381,510 $6.8M
Carroll Investors, Inc 2.92% Add +3.5% 381,363 $6.8M
ExodusPoint Capital Management, LP 0.06% Reduce -25.1% 372,216 $6.7M
Mn Services Vermogensbeheer B.V. 0.05% New 371,600 $6.7M
Anderson Hoagland & Co. 0.52% Add +10.4% 370,133 $6.6M
Arizona State Retirement System 0.03% Add +6.5% 365,633 $6.6M
Storebrand Asset Management As 0.02% Reduce -15.7% 364,745 $6.5M
Public Employees Retirement System of Ohio 0.02% Add +2.1% 360,578 $6.5M
Private Advisor Group, LLC 0.03% Add +4.3% 355,655 $6.4M
Resona Asset Management Co.,Ltd. 0.03% Reduce -5.5% 344,006 $6.2M
American Century Companies Inc. 0.00% Add +6.6% 339,358 $6.1M
Janney Montgomery Scott LLC 0.01% Add +24.8% 338,150 $6.1M
Federation des caisses Desjardins du Quebec 0.02% Add +23.1% 337,402 $6.0M
Optiver Holding B.V. 0.09% Reduce -85.7% 333,146 $6.0M
Sei Investments Co. 0.01% Reduce -11.8% 332,537 $6.0M
Westbourne Investment Advisors, Inc. 1.64% Add +18.8% 332,102 $6.0M
LGT Fund Management Co Ltd. 0.24% Add +87.5% 324,700 $5.8M
Sava Infond d.o.o. 0.41% Add +227.2% 324,100 $5.8M
Nykredit A/S 0.02% — 312,985 $5.6M
Hudson Bay Capital Management LP 0.03% Reduce -75.2% 304,271 $5.5M
Cerity Partners LLC 0.01% Reduce -1.3% 298,310 $5.3M
D.A. Davidson & Co. 0.03% Add +11.1% 297,659 $5.3M
Headlands Technologies LLC 0.56% Add +238.1% 292,302 $5.2M
Creative Planning 0.00% Reduce -2.6% 286,788 $5.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -82.4% 286,663 $5.1M
IFM Investors Pty Ltd 0.03% Add +16.2% 285,967 $5.1M
Well Done, LLC 0.69% Add +13.4% 285,900 $5.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +13.6% 276,218 $5.0M
Canada Pension Plan Investment Board 0.00% Add +2.8% 273,500 $4.9M
Xcel Wealth Management, LLC 1.18% Add +69.7% 269,738 $4.8M
Parkside Investments, LLC 0.53% Reduce -3.8% 268,370 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -6.2% 254,077 $4.8M
Group One Trading LLC 0.13% Reduce -79.3% 260,866 $4.7M
Gateway Investment Advisers LLC 0.05% Add +53.1% 259,770 $4.7M
Sanctuary Advisors, LLC 0.02% Add +6.6% 255,347 $4.6M
SEB Asset Management AB 0.02% Add +3.4% 254,382 $4.6M
Sullivan Wood Capital Management LLC 6.15% Add +18.3% 250,395 $4.5M
Teamwork Financial Advisors, LLC 0.42% Add +17.2% 249,482 $4.5M
TD Asset Management Inc 0.00% Add +1.1% 249,385 $4.5M
Consolidated Investment Group LLC 0.39% No change 248,480 $4.5M
Sound Capital Solutions LLC 1.04% — 248,140 $4.4M
Oppenheimer & Co. Inc. 0.05% Add +54.7% 247,271 $4.4M
Old Second National Bank of Aurora 0.81% Add +38.9% 240,860 $4.3M
Wealthfront Advisers LLC 0.01% Add +28.3% 236,417 $4.2M
Envestnet Asset Management Inc. 0.00% Add +37.7% 235,325 $4.2M
Pegasus Asset Management, Inc. 1.17% Add +7.8% 229,283 $4.1M
B & T Capital Management DBA Alpha Capital Management 0.53% Reduce -17.2% 225,592 $4.0M
RFG Advisory, LLC 0.06% Add +14.9% 224,941 $4.0M
Van Eck Associates Corp. 0.00% Add +14.4% 224,032 $4.0M
Kestra Advisory Services, LLC 0.01% Add +2.9% 219,568 $3.9M
Truist Financial Corp. 0.00% Add +182.8% 218,677 $3.9M
Wealthspire Advisors, LLC 0.02% New 218,172 $3.9M
Steward Partners Investment Advisory, LLC 0.02% Add +550.0% 211,356 $3.8M
Andra AP-fonden 0.04% Reduce -17.4% 203,999 $3.7M
Ensign Peak Advisors, Inc 0.01% Reduce -13.7% 203,098 $3.6M
Toronto Dominion Bank 0.01% Reduce -90.8% 201,755 $3.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +7.2% 201,170 $3.6M
Warm Springs Advisors Inc. 2.48% Add +25.0% 200,000 $3.6M
Quantbot Technologies LP 0.14% Add +670.3% 194,008 $3.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -10.3% 193,268 $3.5M
Utah Retirement Systems 0.03% Reduce -2.8% 191,646 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +9.8% 191,171 $3.4M
MFG Wealth Management, Inc. 2.45% Add +6.7% 191,016 $3.4M
Fiduciary Alliance LLC 0.23% Reduce -31.3% 190,990 $3.4M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +583.4% 190,280 $3.4M
Hourglass Capital, LLC 0.67% Add +11.1% 188,700 $3.4M
Credit Agricole S A 0.01% Add +45.6% 186,799 $3.3M
Xponance LLC 0.02% Add +0.8% 183,860 $3.3M
J. Safra Sarasin Holding AG 0.05% New 183,584 $3.3M
KBC Group NV 0.01% Reduce -63.9% 180,172 $3.2M
Empowered Funds, LLC 0.02% Add +166.3% 174,961 $3.1M
Nissay Asset Management Corp. /Japan 0.01% Add +5.6% 171,111 $3.1M
Caprock Group, LLC 0.06% Reduce -12.1% 170,937 $3.1M
Baird Financial Group, Inc. 0.00% Reduce -0.2% 170,770 $3.1M
Swedbank AB 0.00% Add +6.2% 163,027 $2.9M
CMG Global Holdings, LLC 1.19% Reduce -3.5% 156,330 $2.8M
Triumph Capital Management 0.51% Add +11.1% 155,460 $2.8M
Taylor Frigon Capital Management LLC 1.30% Add +31.6% 155,252 $2.8M
QRG Capital Management, Inc. 0.02% Add +5.8% 154,404 $2.8M
Polymer Capital Management (US) LLC 0.41% Add +663.6% 153,684 $2.8M
Intellus Advisors LLC 0.33% Add +13.6% 153,337 $2.7M
Triglav Investments, D.O.O. 0.14% New 151,928 $2.7M
Swiss Life Asset Management Ltd 0.01% Add +31.0% 150,238 $2.7M
Daiwa Securities Group Inc. 0.01% Reduce -94.8% 150,214 $2.7M
Man Group plc 0.00% Reduce -86.3% 148,143 $2.7M
Elevatus Welath Management 0.64% New 147,212 $2.6M
OP Asset Management Ltd 0.03% Reduce -35.8% 146,056 $2.6M
Tudor Investment Corporation 0.01% New 145,484 $2.6M
Candriam S.C.A. 0.01% Reduce -0.4% 145,453 $2.6M
Burney Co./ 0.07% New 143,389 $2.6M
TD Waterhouse Canada Inc. 0.01% Add +470.0% 139,046 $2.6M
Illinois Municipal Retirement Fund 0.03% Reduce -25.8% 140,864 $2.5M
Dark Forest Capital Management LP 0.16% Reduce -69.8% 136,376 $2.4M
Caisse Des Depots Et Consignations 0.04% No change 133,675 $2.4M
Nisa Investment Advisors, LLC 0.01% Reduce -4.6% 130,641 $2.3M
Torrey Growth & Income Advisors 0.79% Add +3.8% 130,796 $2.3M
Corient Private Wealth LP 0.00% Reduce -28.3% 130,371 $2.3M
Soviero Asset Management, LP 1.13% New 130,000 $2.3M
Mercer Global Advisors Inc. 0.00% Reduce -10.9% 128,074 $2.3M
US Bancorp \de 0.00% Add +12.8% 126,572 $2.3M
Allworth Financial LP 0.01% Reduce -3.1% 126,401 $2.3M
HighTower Advisors, LLC 0.00% Add +6.5% 126,362 $2.3M
Venture Visionary Partners LLC 0.06% New 126,356 $2.3M
NorthCoast Asset Management LLC 0.05% Add +1.6% 125,645 $2.3M
Concurrent Investment Advisors, LLC 0.02% Reduce -3.3% 124,688 $2.2M
Alliance Wealth Advisors, LLC 0.41% Add +0.1% 122,358 $2.2M
Eurizon Capital SGR S.p.A. 0.01% Add +61.0% 121,314 $2.2M
Baker Chad R 0.35% No change 121,415 $2.2M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -3.8% 120,618 $2.2M
Public Employees Retirement Association of Colorado 0.01% No change 118,220 $2.1M
Baker Avenue Asset Management, LP 0.04% Add +0.1% 115,400 $2.1M
CIBC Bancorp USA Inc. 0.00% Add +0.4% 114,556 $2.1M
Miller Financial Services LLC 1.65% Add +0.1% 113,823 $2.0M
Arkadios Wealth Advisors 0.03% Add +54.8% 113,587 $2.0M
IMA Advisory Services, Inc. 0.13% Add +73413.6% 113,211 $2.0M
Capital Advisors Wealth Management, LLC 0.24% Add +2.1% 113,162 $2.0M
PEAK6 LLC 0.05% Reduce -81.8% 111,893 $2.0M
Annex Advisory Services, LLC 0.03% New 109,462 $2.0M
Stance Capital LLC 0.59% New 108,865 $2.0M
Fortis Group Advisors, LLC 0.31% Add +44.4% 108,795 $2.0M
River Street Advisors LLC 0.57% Add +93.0% 107,677 $1.9M
Perennial Investment Advisors, LLC 0.13% Add +1.4% 107,228 $1.9M
Catalyst Funds Management Pty Ltd 0.11% Add +129.8% 107,194 $1.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% Add +5.6% 105,760 $1.9M
Tradition Wealth Management, LLC 0.11% Reduce -0.5% 104,443 $1.9M
Clean Yield Group 0.46% Add +4.1% 102,471 $1.8M
Kestra Private Wealth Services, LLC 0.02% Add +54.1% 102,300 $1.8M
Mackenzie Financial Corp. 0.00% Add +2.1% 102,008 $1.8M
Leonteq Securities AG 0.11% Add +37.5% 101,166 $1.8M
Firethorn Wealth Partners, LLC 0.58% Reduce -5.4% 100,977 $1.8M
GatePass Capital, LLC 0.70% Add +0.0% 100,134 $1.8M
Ameliora Wealth Management Ltd. 0.53% No change 100,000 $1.8M
Voya Investment Management LLC 0.00% Add +7.8% 99,721 $1.8M
Orion Porfolio Solutions, LLC 0.01% Add +18.5% 97,808 $1.8M
IFP Advisors, Inc 0.03% Reduce -2.1% 96,742 $1.7M
Prospera Financial Services Inc 0.03% Add +9.3% 96,191 $1.7M
Composition Wealth, LLC 0.02% Add +1.0% 96,007 $1.7M
Gulf International Bank (UK) Ltd 0.03% Reduce -1.9% 95,924 $1.7M
Lido Advisors, LLC 0.01% Reduce -26.9% 95,751 $1.7M
Advisory Services Network, LLC 0.02% Add +150.1% 95,098 $1.7M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -11.4% 94,648 $1.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.11% Add +1.1% 93,137 $1.7M
Slow Capital, Inc. 0.19% No change 92,554 $1.7M
Laird Norton Wetherby Trust Company, LLC 0.03% Add +0.5% 91,778 $1.6M
Kovack Advisors, Inc. 0.08% Add +1.6% 88,436 $1.6M
Rafferty Asset Management, LLC 0.00% New 90,071 $1.6M
Equitable Holdings, Inc. 0.01% Add +22.9% 89,808 $1.6M
Harbour Investments, Inc. 0.02% Add +8.0% 89,787 $1.6M
Saudi Central Bank 0.02% Add +91.4% 89,268 $1.6M
Jupiter Topco LLC 0.00% — 89,200 $1.6M
Captrust Financial Advisors 0.00% Reduce -15.5% 87,980 $1.6M
Pathstone Holdings, LLC 0.00% Reduce -1.7% 87,529 $1.6M
HUB Investment Partners, LLC 0.03% Add +6.1% 87,197 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Reduce -9.2% 86,321 $1.5M
Ameritas Advisory Services, LLC 0.03% New 86,190 $1.5M
Hudock, Inc. 0.19% Add +22.0% 84,074 $1.5M
Intech Investment Management LLC 0.01% Reduce -85.2% 82,806 $1.5M
Investment Management Corp of Ontario 0.02% Reduce -10.1% 81,330 $1.5M
Independent Financial Group, LLC 0.03% Reduce -13.4% 81,145 $1.5M
Steinberganna Wealth Management 0.59% No change 80,450 $1.4M
Firsthand Capital Management, Inc. 2.29% No change 80,000 $1.4M
Sigma Planning Corp 0.04% Add +24.1% 79,778 $1.4M
Franklin Resources Inc. 0.00% Reduce -3.0% 79,503 $1.4M
Lakeshore Financial Planning, Inc. 0.45% Reduce -15.0% 78,427 $1.4M
Spire Wealth Management 0.04% Reduce -1.1% 77,238 $1.4M
EntryPoint Capital, LLC 0.34% Add +109.8% 77,128 $1.4M
Centaurus Financial, Inc. 0.05% Add +6.5% 77,075 $1.4M
Nwam LLC 0.07% Add +24.6% 76,564 $1.4M
Two Sigma Securities, LLC 0.12% Add +32.8% 75,115 $1.3M
Rakuten Investment Management, Inc. 0.00% Add +16.3% 73,377 $1.3M
Abn Amro Investment Solutions 0.01% Add +19.3% 73,601 $1.3M
Woodline Partners LP 0.00% Add +47.2% 72,791 $1.3M
Manufacturers Life Insurance Company, The 0.00% Add +1.0% 72,575 $1.3M
Bank of Nova Scotia 0.00% Add +18.8% 72,567 $1.3M
Belpointe Asset Management LLC 0.04% Add +208.9% 72,255 $1.3M
National Pension Service 0.00% Reduce -96.0% 71,813 $1.3M
Nicholas Wealth, LLC. 0.71% Add +44.3% 71,793 $1.3M
Y-Intercept (Hong Kong) Ltd 0.03% New 70,457 $1.3M
Fideuram Asset Management (Ireland) dac 0.02% New 72,184 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +510.7% 67,759 $1.2M
Midwest Professional Planners, LTD. 0.24% Reduce -0.2% 67,512 $1.2M
Maryland State Retirement & Pension System 0.02% Add +10.4% 67,291 $1.2M
Solidarity Wealth, LLC 0.20% No change 65,661 $1.2M
Polen Capital Management LLC 0.01% Reduce -36.5% 65,611 $1.2M
Gsa Capital Partners LLP 0.07% Reduce -0.8% 65,121 $1.2M
Schroder Investment Management Group 0.00% Add +1.4% 64,468 $1.2M
Norris Financial Group, LLC 0.45% Add +22.0% 63,617 $1.1M
Philadelphia Investment Partners, LLC 0.71% Reduce -0.8% 63,397 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +0.2% 63,346 $1.1M
Global Retirement Partners, LLC 0.02% — 63,124 $1.1M
Inspire Investing, LLC 0.05% Add +15.6% 61,796 $1.1M
Fortis Capital Advisors, LLC 0.12% New 61,051 $1.1M
Amalgamated Bank 0.01% Reduce -8.6% 60,991 $1.1M
RPG Investment Advisory, LLC 0.11% Add +48.9% 60,750 $1.1M
CIBC Asset Management Inc 0.00% Add +4.7% 60,263 $1.1M
Connective Portfolio Management, LLC 1.79% New 60,000 $1.1M
Guardian Partners Inc. 0.10% New 60,000 $1.1M
Eventide Asset Management, LLC 0.01% Add +153.7% 58,099 $1.1M
Matisse Capital 0.42% Add +26.7% 58,563 $1.1M
M&T Bank Corp 0.00% Add +1.8% 58,367 $1.0M
PFG Investments, LLC 0.04% Add +4.0% 57,961 $1.0M
PNC Financial Services Group, Inc. 0.00% Add +6.6% 57,336 $1.0M
Elequin Capital, LP 0.18% Add +5902.4% 57,083 $1.0M
AlphaCore Capital LLC 0.02% Add +55.7% 56,607 $1.0M
Brookstone Capital Management 0.01% Add +2.1% 55,563 $996K
San Luis Wealth Advisors LLC 0.15% Add +0.0% 55,416 $994K
Merit Financial Group, LLC 0.01% Reduce -5.3% 55,304 $992K
Axxion S.A. 0.07% — 54,480 $977K
Soltis Investment Advisors LLC 0.06% Reduce -22.4% 53,492 $959K
Howland Capital Management LLC 0.03% No change 53,347 $957K
Vise Technologies, Inc. 0.01% Add +45.3% 53,069 $952K
Beacon Pointe Advisors, LLC 0.00% Add +4.0% 52,919 $949K
Stansberry Asset Management, LLC 0.09% Reduce -5.5% 52,837 $947K
Viewpoint Capital Management LLC 0.47% No change 51,817 $929K
Keystone Financial Services, LLC 0.56% Reduce -0.9% 51,714 $927K
Rhodes Investment Advisors Inc. 0.68% Add +46.9% 51,566 $925K
Means Investment Co., Inc. 0.07% No change 51,378 $921K
Stifel Financial Corp. 0.00% Add +69.7% 51,377 $921K
Elo Mutual Pension Insurance Co 0.01% Reduce -58.2% 51,076 $916K
Knightsbridge Asset Management, LLC 0.12% New 50,948 $913K
Allstate Corp. 0.01% Reduce -44.2% 50,410 $904K
Pathway Financial Advisers, LLC 0.22% Reduce -0.1% 49,491 $887K
Aberdeen Group plc 0.00% Add +301.9% 48,912 $877K
MAI Capital Management 0.00% Add +1.8% 48,807 $875K
Florida Financial Advisors, LLC 0.15% Add +36.0% 48,180 $864K
Neuberger Berman Group LLC 0.00% Reduce -13.3% 47,709 $855K
Prudential Financial Inc. 0.00% Reduce -5.1% 47,231 $847K
First National Trust Co 0.03% Add +20.6% 46,821 $840K
Marathon Trading Investment Management LLC 0.10% Add +674.8% 46,737 $838K
Krilogy Financial LLC 0.02% Add +16.9% 46,498 $834K
WCG Wealth Advisors LLC 0.02% Add +77.8% 46,181 $828K
Level Four Advisory Services, LLC 0.02% Add +3.7% 45,937 $824K
Townsquare Capital LLC 0.15% New 45,656 $819K
Osmosis Investment Management UK Ltd 0.04% Reduce -53.6% 45,410 $814K
Quantum Portfolio Management LLC 0.29% Reduce -17.7% 45,269 $812K
Raiffeisen Bank International AG 0.01% Add +3383.5% 44,380 $807K
Pinnacle Associates Ltd. 0.01% Reduce -1.8% 44,336 $795K
Sepio Capital, LP 0.04% Reduce -10.4% 43,668 $783K
Daiichi Life Insurance Co., Ltd. 0.02% No change 43,644 $783K
Savant Capital, LLC 0.00% Add +113.6% 45,861 $780K
Susquehanna Advisors Group, Inc. 0.03% No change 43,492 $780K
Mangrove Partners Im, LLC 0.05% No change 43,305 $776K
Fifth Third Bancorp 0.00% Add +247.7% 43,191 $774K
Sowell Financial Services LLC 0.02% Add +12.2% 42,378 $760K
Perigon Wealth Management, LLC 0.01% Add +21.4% 41,604 $746K
Lombard Odier Asset Management (Switzerland) SA 0.02% Add +28.4% 41,200 $739K
KLCM Advisors, Inc. 0.06% Add +0.5% 41,196 $739K
Victory Financial Group, LLC 0.08% Add +18.8% 41,188 $739K
Evolve Private Wealth, LLC 0.04% New 40,503 $726K
Floyd Financial Group LLC 0.47% Reduce -3.5% 38,708 $718K
Stevens Capital Management LP 0.17% Reduce -81.5% 39,401 $706K
Vident Advisory, LLC 0.01% Reduce -4.8% 39,288 $704K
Eddie Patel Inc 0.42% Add +25.9% 39,172 $702K
Compound Planning, Inc. 0.02% Add +0.3% 38,730 $694K
Cibc World Market Inc. 0.00% Add +166.3% 38,674 $693K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -42.1% 38,405 $689K
Twin Tree Management, LP 0.11% New 37,916 $680K
EverSource Wealth Advisors, LLC 0.02% Add +762.4% 37,832 $678K
Valeo Financial Advisors, LLC 0.01% Add +6.5% 36,716 $658K
Rathbones Group PLC 0.00% Add +80.4% 36,246 $650K
North Dakota State Investment Board 0.03% Add +2.9% 36,055 $646K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -10.6% 35,744 $639K
Nikulski Financial, Inc. 0.14% Reduce -1.3% 35,595 $638K
Groupe la Francaise 0.01% New 35,170 $631K
Sterling Capital Management LLC 0.01% Reduce -5.5% 34,611 $621K
Benjamin Edwards Inc. 0.01% Add +68.5% 33,853 $607K
COFG Advisors, LLC 0.10% Reduce -4.7% 33,591 $602K
Voleon Capital Management LP 0.01% Reduce -88.0% 33,551 $602K
Wealthspan Partners, LLC 0.19% Add +13.2% 33,327 $598K
Independent Advisor Alliance 0.01% Reduce -8.1% 33,113 $594K
Farther Finance Advisors, LLC 0.00% Add +21.7% 32,596 $585K
UMB Bank, n.a. 0.01% Reduce -0.2% 32,587 $584K
MSH Capital Advisors LLC 0.10% New 31,794 $570K
111 Capital 0.10% Add +83.7% 31,652 $568K
Praxis Investment Management Inc. 0.03% Reduce -19.2% 31,464 $564K
AE Wealth Management LLC 0.00% Add +22.7% 31,024 $556K
UniSuper Management Pty Ltd 0.00% Add +40.5% 30,910 $554K
World Investment Advisors 0.01% Reduce -18.2% 34,630 $554K
B. Metzler seel. Sohn & Co. AG 0.00% No change 30,713 $551K
Callan Family Office, LLC 0.01% Add +7.3% 30,675 $550K
Kingsview Wealth Management, LLC 0.01% Add +143.1% 30,651 $550K
Trueblood Wealth Management, LLC 0.19% Add +116.6% 30,520 $547K
Simplicity Wealth,LLC 0.02% Reduce -61.2% 30,310 $543K
Nvwm, LLC 0.11% Add +7.5% 30,027 $538K
Aptus Capital Advisors, LLC 0.00% Reduce -7.3% 30,008 $538K
Diker Management LLC 0.41% New 30,000 $538K
Machina Capital S.A.S. 0.08% New 29,897 $536K
Thoroughbred Financial Services, LLC 0.03% Reduce -27.1% 29,940 $536K
NorthRock Partners, LLC 0.01% Add +30.2% 29,881 $536K
E. Ohman J:or Asset Management AB 0.01% No change 29,677 $532K
Avidian Wealth Enterprises, LLC 0.01% New 29,426 $528K
&partners 0.00% Reduce -5.8% 29,300 $525K
Sienna Gestion 0.03% New 28,358 $522K
Avanza Fonder AB 0.01% No change 28,995 $520K
Rydar Equities, Inc. 0.29% Add +59.2% 30,021 $519K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.6% 28,811 $517K
Capital Advisors Inc. 0.01% Add +2.2% 28,324 $508K
McGuire Investment Group, LLC 0.04% Reduce -21.6% 28,318 $508K
Macquarie Group Ltd. 0.00% Reduce -5.0% 28,014 $502K
Allianz Asset Management GmbH 0.00% Reduce -26.4% 27,740 $497K
Capital Markets Trading UK LLP 0.35% Reduce -32.3% 27,684 $496K
Insigneo Advisory Services, LLC 0.02% New 27,559 $494K
Index Technologies Group LLC 0.39% Reduce -19.0% 27,227 $488K
Wealthcare Advisory Partners LLC 0.01% Add +17.4% 27,011 $484K
Hexagon Capital Partners LLC 0.07% Add +3.5% 26,984 $484K
Freestone Capital Holdings, LLC 0.01% Reduce -10.7% 26,878 $482K
MetLife Investment Management, LLC 0.00% Reduce -3.3% 26,470 $475K
Archford Capital Strategies, LLC 0.05% Add +0.3% 26,450 $474K
Wedmont Private Capital 0.01% Add +14.2% 25,195 $473K
Correct Capital Wealth Management 0.08% Add +5.8% 26,374 $473K
Meeder Advisory Services, Inc. 0.02% Reduce -19.9% 26,367 $473K
Sumitomo Life Insurance Co. 0.01% Reduce -49.7% 26,329 $472K
Diversified Trust Co. 0.01% Reduce -21.9% 26,317 $472K
Spartan Wealth Advisory Services LLC 0.04% Add +19.7% 26,252 $471K
Blue Chip Partners, LLC 0.03% New 26,071 $467K
OneDigital Investment Advisors LLC 0.00% Add +5.0% 26,015 $466K
Gladstone Institutional Advisory LLC 0.01% Add +24.6% 25,957 $465K
Stratos Wealth Advisors, LLC 0.03% Add +5.5% 25,436 $456K
Great Valley Advisor Group, Inc. 0.01% Add +13.8% 25,276 $453K
Mayflower Financial Advisors, LLC 0.04% Reduce -15.1% 24,790 $444K
Laurion Capital Management LP 0.03% Reduce -55.1% 24,760 $444K
Perpetual Ltd 0.01% Add +1.8% 24,670 $442K
Decision Investments, Inc. 0.40% Add +20.8% 24,240 $435K
Caisse de depot et placement du Quebec 0.00% New 24,230 $434K
Kennedy Investment Group, Inc. 0.15% No change 24,166 $433K
J.W. Cole Advisors, Inc. 0.01% Add +3.6% 23,912 $429K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.9% 23,819 $427K
Ashton Thomas Private Wealth, LLC 0.01% Add +24.2% 23,756 $426K
First Trust Advisors LP 0.00% Reduce -98.0% 23,675 $424K
Fox Run Management, L.L.C. 0.07% New 23,410 $420K
Manchester Financial Inc. 0.07% No change 23,371 $419K
Lewis Asset Management, LLC 0.14% New 23,000 $412K
Mainstay Capital Management LLC 0.03% Reduce -2.9% 22,961 $412K
Founders Financial Securities LLC 0.02% Add +4.8% 22,511 $404K
Brevan Howard Capital Management LP 0.01% Reduce -81.2% 22,417 $402K
StoneX Group Inc. 0.02% Add +32.3% 24,081 $402K
Harbor Capital Advisors, Inc. 0.03% Add +0.2% 22,283 $400K
NewEdge Wealth, LLC 0.00% New 22,154 $397K
Mediolanum International Funds Ltd 0.00% Reduce -80.9% 21,824 $397K
Vestcor Inc 0.01% No change 22,100 $396K
Financial Partners Group, Inc 0.04% Reduce -31.9% 21,860 $392K
Keybank National Association 0.00% Reduce -2.6% 21,837 $392K
Assenagon Asset Management S.A. 0.00% New 21,834 $391K
Mgo One Seven LLC 0.01% Add +3.6% 21,781 $391K
Bleakley Financial Group, LLC 0.00% Add +16.8% 21,502 $386K
Erste Asset Management GmbH 0.00% New 21,064 $383K
one8zero8, LLC 0.08% No change 21,350 $383K
Calamos Wealth Management LLC 0.01% No change 21,339 $383K
TCW Group Inc. 0.00% Add +3.6% 21,243 $381K
Syon Capital LLC 0.02% New 21,196 $380K
Brookwood Investment Group LLC 0.04% New 21,160 $379K
Alpha Wealth Funds, LLC 0.23% Add +111.0% 21,100 $378K
Legend Capital Advisors LLC 0.21% Reduce -17.1% 21,090 $378K
Cozad Asset Management Inc. 0.02% No change 21,057 $378K
OMERS ADMINISTRATION Corp 0.00% Add +58.3% 21,033 $377K
Triad Wealth Partners, LLC 0.02% New 20,736 $374K
N.E.W. Advisory Services LLC 0.03% Add +0.4% 20,837 $374K
Carnegie Lake Advisors LLC 0.14% No change 20,550 $368K
Baker Tilly Wealth Management, LLC 0.08% New 20,327 $364K
Principal Securities, Inc. 0.00% Add +8.5% 20,298 $364K
Southern Financial Group, LLC 0.09% Add +4.5% 20,215 $362K
USAdvisors Wealth Management, LLC 0.10% Add +7.6% 20,140 $361K
Shay Capital LLC 0.04% New 20,100 $360K
Integrity Alliance, Llc. 0.01% Reduce -1.0% 19,955 $358K
Prudential PLC 0.00% No change 19,838 $356K
Mayfair Advisory Group, LLC 0.11% Add +3.5% 21,588 $355K
CreativeOne Wealth, LLC 0.01% Reduce -29.8% 19,812 $355K
Marshall Financial Group, LLC 0.05% Add +1.9% 19,812 $355K
Motley Fool Asset Management LLC 0.01% Reduce -18.5% 19,686 $353K
Citizens Financial Group Inc. 0.00% New 19,567 $351K
Thrive Wealth Management, LLC 0.04% Reduce -9.2% 19,347 $347K
Coldstream Capital Management Inc. 0.00% Reduce -21.8% 19,318 $346K
Calton & Associates, Inc. 0.05% Add +4.0% 19,280 $346K
Jacobi Capital Management LLC 0.02% Reduce -9.5% 19,065 $342K
Siemens Fonds Invest GmbH 0.02% Add +3.0% 18,867 $338K
Capital Investment Advisors, LLC 0.00% Add +28.6% 18,800 $337K
Axq Capital, LP 0.04% Reduce -79.8% 18,628 $334K
United Capital Financial Advisors, LLC 0.00% Add +9.2% 18,582 $333K
International Assets Investment Management, LLC 0.02% Add +29.4% 17,810 $328K
Interchange Capital Partners, LLC 0.06% New 17,912 $321K
Intrua Financial, LLC 0.03% Add +18.5% 17,765 $319K
Lake Street Private Wealth, LLC 0.04% Add +51.7% 17,728 $318K
Probity Advisors, Inc. 0.05% Reduce -0.8% 17,712 $318K
Bluespring Wealth Management, LLC 0.01% New 17,701 $317K
Apollon Wealth Management, LLC 0.00% Reduce -56.7% 17,643 $316K
Fiduciary Financial Group, LLC 0.04% New 17,589 $315K
Westmount Partners, LLC 0.07% Reduce -5.4% 17,574 $315K
Asset One Wealth Management LLC 0.03% New 17,462 $312K
Prime Capital Investment Advisors, LLC 0.00% Add +8.7% 17,303 $310K
Global Financial Private Client, LLC 0.08% Add +48.2% 17,226 $309K
Bensler, LLC 0.03% Reduce -1.4% 17,200 $308K
Kingswood Wealth Advisors, LLC 0.01% Reduce -25.6% 16,990 $305K
Yousif Capital Management, LLC 0.00% Add +4.3% 16,786 $301K
Aldebaran Financial Inc. 0.24% Reduce -4.2% 16,629 $298K
EP Wealth Advisors, LLC 0.00% New 16,614 $298K
Karras Company, Inc. 0.27% Reduce -2.6% 16,600 $298K
Garden State Investment Advisory Services LLC 0.06% Add +0.3% 16,556 $297K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Add +5.7% 16,470 $295K
Albion Financial Group 0.02% No change 16,415 $294K
Gotham Asset Management 0.00% No change 16,320 $293K
BankChampaign, National Association 0.22% Add +1.1% 16,159 $290K
Truefg, LLC 0.07% No change 16,125 $289K
Riggs Asset Managment Co. Inc. 0.05% Reduce -13.2% 16,118 $289K
Entropy Technologies, LP 0.01% Reduce -98.2% 16,111 $289K
Oxford Financial Group, LTD. LLC 0.01% Add +0.1% 16,020 $287K
Capstone Investment Advisors, LLC 0.00% Reduce -2.6% 15,930 $286K
Visionary Wealth Advisors 0.01% Add +11.5% 15,869 $285K
Cary Street Partners Financial LLC 0.01% Add +2.6% 15,798 $283K
Avestar Capital, LLC 0.02% Reduce -0.7% 15,724 $282K
Northwest Wealth Management, LLC 0.04% Reduce -0.5% 15,723 $282K
Frec Markets, Inc. 0.03% New 15,554 $279K
HB Wealth Management, LLC 0.00% Add +5.4% 15,550 $279K
Fermata Advisors, LLC 0.06% Add +4.9% 15,429 $277K
IFS Group,LLC 0.38% Add +2.4% 15,325 $275K
Ritholtz Wealth Management 0.00% Reduce -55.2% 15,111 $271K
NFSG Corp 0.03% Reduce -0.2% 15,045 $270K
Fortis Advisors, LLC 0.13% No change 15,000 $269K
Concorde Asset Management, LLC 0.15% Reduce -10.8% 14,899 $267K
Pallas Capital Advisors LLC 0.01% Reduce -40.9% 14,846 $266K
NWF Advisory Services Inc. 0.03% New 14,825 $266K
Redhawk Wealth Advisors, Inc. 0.03% Add +2.1% 14,811 $266K
Procyon Advisors, LLC 0.01% Add +9.8% 14,702 $264K
Tempus Wealth Planning, LLC 0.05% New 14,694 $263K
Ballentine Partners, LLC 0.00% Add +4.3% 14,608 $262K
Betterment LLC 0.00% Add +44.5% 14,556 $261K
FAS Wealth Partners, Inc. 0.01% Add +1.3% 14,550 $261K
Capital Investment Advisory Services, LLC 0.02% New 14,524 $260K
PKS Advisory Services, LLC 0.04% Add +7.2% 14,475 $260K
Trivium Point Advisory, LLC 0.02% Add +29.6% 14,450 $259K
Ostrum Asset Management 0.01% No change 14,393 $258K
Acorn Financial Advisory Services Inc. 0.03% Reduce -0.8% 14,342 $257K
Robeco Institutional Asset Management B.V. 0.00% Reduce -10.5% 14,288 $256K
Moneta Group Investment Advisors LLC 0.00% Add +35.2% 14,256 $256K
Key Client Fiduciary Advisors, LLC 0.07% Add +3.7% 14,224 $255K
GAMMA Investing LLC 0.01% Add +30.0% 14,202 $255K
Parallel Advisors, LLC 0.00% Add +10.1% 14,045 $252K
Armistice Capital, LLC 0.01% New 13,954 $250K
Clearstead Advisors, LLC 0.00% Add +327.0% 13,860 $249K
Ring Mountain Capital, LLC 0.10% Reduce -10.0% 13,850 $248K
Mutual Advisors, LLC 0.00% Reduce -77.6% 13,829 $248K
Pension & Wealth Management Advisors, Inc. 0.07% Add +0.9% 13,606 $244K
Plum Street Advisors, LLC 0.08% No change 13,577 $243K
White Wing Wealth Management 0.13% Add +3.7% 13,466 $241K
Pure Financial Advisors, LLC 0.00% Add +18.2% 13,419 $241K
Fieldview Capital Management, LLC 0.07% Reduce -53.5% 13,198 $237K
Palacios Wealth Management, LLC 0.14% Reduce -6.9% 13,164 $236K
Ausdal Financial Partners, Inc. 0.01% Add +0.7% 13,104 $235K
F&V Capital Management, LLC 0.04% No change 13,000 $233K
Axim Planning & Wealth 0.33% Add +11.8% 12,859 $231K
Norden Group LLC 0.02% Add +17.0% 12,830 $230K
Glenmede Trust Co. NA 0.00% Add +6.6% 12,813 $230K
L2 Asset Management, LLC 0.02% Reduce -27.6% 12,802 $230K
Park Avenue Securities LLC 0.00% Reduce -0.8% 12,719 $228K
Commerce Bank 0.00% Reduce -14.1% 12,560 $225K
Millennium Capital Advisors, LLC 0.12% No change 12,550 $225K
Tucker Asset Management LLC 0.06% Reduce -20.9% 12,527 $225K
Wellington Management Group LLP 0.00% Add +13.2% 12,492 $224K
Delta Investment Management, LLC 0.04% New 12,469 $224K
Mutual of America Capital Management LLC 0.00% New 12,469 $224K
WoodTrust Financial Corp 0.03% No change 12,400 $222K
Kercheville Advisors, LLC 0.07% No change 12,290 $220K
Worth Financial Advisory Group, LLC 0.09% New 12,275 $220K
Global Assets Advisory, LLC 0.05% Add +57.9% 11,725 $218K
Brown Advisory Inc. 0.00% New 12,163 $218K
Cigna Investments Inc. 0.03% Add +6.4% 12,171 $218K
Clear Creek Financial Management, LLC 0.01% New 12,155 $218K
Phoenix Financial Ltd. 0.00% No change 12,115 $217K
Wedbush Securities Inc. 0.01% New 12,045 $216K
Principal Financial Group Inc. 0.00% Reduce -66.0% 12,027 $216K
Dynasty Wealth Management, LLC 0.00% Reduce -24.2% 11,800 $212K
Root Financial Partners, LLC 0.01% Reduce -5.8% 11,640 $209K
Gilliland Jeter Wealth Management LLC 0.05% No change 11,500 $206K
Quantitative Investment Management, LLC 0.02% Reduce -98.5% 11,511 $206K
Fortis Capital Management LLC 0.02% Add +0.4% 11,442 $205K
Fearless Solutions, LLC dba Best Invest 0.11% New 11,410 $205K
M1 Capital Management LLC 0.07% Reduce -32.7% 11,300 $203K
Strategic Blueprint, LLC 0.01% New 11,241 $202K
Meridian Wealth Management, LLC 0.01% Reduce -34.8% 11,124 $199K
Transcend Capital Advisors, LLC 0.01% Add +4.4% 11,109 $199K
Avior Wealth Management, LLC 0.01% Reduce -30.6% 11,090 $199K
Bogart Wealth, LLC 0.01% Add +0.3% 11,084 $199K
Avion Wealth 0.04% Add +0.2% 11,084 $198K
ETF Portfolio Partners, Inc. 0.05% Add +10.0% 11,000 $197K
Seelaus Asset Management LLC 0.14% New 10,981 $197K
Sagespring Wealth Partners, LLC 0.00% Reduce -7.8% 10,926 $196K
Horizon Wealth Management, LLC 0.02% No change 10,900 $195K
Rosenberg Matthew Hamilton 0.04% Add +0.7% 10,875 $195K
Zacks Investment Management 0.00% Reduce -96.7% 10,871 $195K
Lodestone Wealth Management LLC 0.07% Add +87.5% 10,831 $194K
Alps Advisors Inc. 0.00% New 10,806 $194K
BOK Financial Private Wealth, Inc. 0.01% No change 10,765 $193K
Advisors Management Group Inc. 0.03% Reduce -12.7% 10,815 $193K
FIL Ltd 0.00% Add +23.2% 10,701 $192K
Tamar Securities, LLC 0.02% New 10,698 $192K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -45.1% 10,531 $192K
Future Financial Wealth Managment LLC 0.12% No change 11,500 $191K
Allspring Global Investments Holdings, LLC 0.00% Reduce -8.3% 10,294 $190K
Chicago Partners Investment Group LLC 0.00% Add +5.8% 11,386 $190K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% New 10,511 $188K
Ethic Inc. 0.00% New 10,510 $188K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +45.5% 10,573 $188K
Signaturefd, LLC 0.00% Reduce -11.7% 10,446 $187K
Smith, Moore & Co. 0.01% New 10,419 $187K
WINTON GROUP Ltd 0.01% New 10,400 $186K
United Advisor Group, LLC 0.02% Add +2.5% 10,384 $186K
CoreCap Advisors, LLC 0.01% Reduce -89.5% 10,361 $186K
Focus Partners Wealth 0.00% Reduce -96.0% 10,309 $185K
Ancora Advisors LLC 0.00% Add +262.3% 10,163 $182K
Diligent Investors, LLC 0.04% Reduce -9.1% 10,027 $180K
A&I Financial Services, LLC 0.08% No change 10,000 $179K
Baader Bank Aktiengesellschaft 0.01% New 10,000 $179K
Larson Financial Group LLC 0.00% Reduce -5.0% 9,868 $177K
Geneos Wealth Management Inc. 0.00% Add +33.3% 9,325 $167K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +0.1% 9,252 $166K
Cassaday & Co Wealth Management LLC 0.00% Reduce -1.0% 9,000 $161K
Abound Wealth Management 0.03% No change 8,893 $159K
AdvisorNet Financial, Inc 0.01% Reduce -1.1% 8,819 $158K
SouthState Bank Corp 0.01% No change 8,465 $152K
Toth Financial Advisory Corp. 0.01% No change 8,350 $150K
Nemes Rush Group LLC 0.01% Add +8.0% 8,280 $148K
Global X Japan Co., Ltd. 0.01% Add +37.1% 7,963 $143K
Volterra Technologies LP 0.09% New 7,908 $142K
Tidemark, LLC 0.03% Add +59.0% 7,811 $140K
Strive Financial Group ,LLC 0.06% Reduce -4.5% 7,664 $137K
Private Trust Co. NA 0.01% Reduce -61.3% 7,600 $136K
Lanark Financial, Inc. 0.01% No change 7,527 $135K
Penserra Capital Management LLC 0.00% Add +54.9% 6,250 $112K
Investment Research & Advisory Group, Inc. 0.03% Add +7.8% 6,197 $111K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +2.2% 6,192 $111K
University of Texas/Texas Am Investment Management Co. 0.01% No change 6,145 $110K
SOA Wealth Advisors, LLC. 0.02% Add +11.7% 6,069 $109K
Wolff Wiese Magana LLC 0.05% Reduce -9.1% 6,000 $108K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 5,993 $107K
Manchester Capital Management LLC 0.01% Add +19306.9% 5,628 $101K
Orion Capital Management LLC 0.03% Add +10.2% 5,400 $97K
Los Angeles Capital Management LLC 0.00% No change 5,331 $96K
Huntington National Bank 0.00% Add +9.4% 5,115 $92K
Hilton Head Capital Partners, LLC 0.04% Add +3.9% 4,380 $79K
DekaBank Deutsche Girozentrale 0.00% No change 5,166 $78K
Caitlin John, LLC 0.04% Add +43.0% 4,290 $77K
WealthCollab, LLC 0.03% No change 4,000 $72K
Institute for Wealth Management, LLC. 0.01% New 3,916 $70K
Assetmark, Inc. 0.00% Reduce -18.7% 3,892 $70K
Fiduciary Financial Advisors 0.01% New 3,780 $69K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.9% 3,715 $67K
Smartleaf Asset Management LLC 0.00% No change 3,611 $66K
Copia Wealth Management 0.04% Add +7.2% 3,637 $65K
Westside Investment Management, Inc. 0.01% Add +2.9% 3,600 $65K
Turn8 Private Wealth Inc. 0.04% New 3,500 $63K
Archer Investment Corp 0.01% Add +5.4% 3,364 $60K
Atlantic Union Bankshares Corp 0.00% No change 3,191 $57K
Advisors Asset Management, Inc. 0.00% Add +111.5% 3,012 $54K
Zions Bancorporation, National Association 0.00% Add +8.0% 2,770 $50K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -93.6% 2,750 $49K
Quent Capital, LLC 0.00% Add +130.4% 2,719 $49K
Covestor Ltd 0.03% Add +402.6% 2,679 $48K
Bellecapital International Ltd. 0.01% New 2,459 $44K
CX Institutional 0.00% Add +36.2% 2,477 $44K
First Horizon Corp. 0.00% Add +20.3% 2,427 $44K
IFG Advisory, LLC 0.00% New 2,261 $41K
Vision Retirement, LLC 0.01% No change 2,220 $40K
Blume Capital Management, Inc. 0.01% Add +43.3% 2,150 $39K
Markowski Investments 0.01% — 2,126 $38K
Cornerstone National Bank & Trust Co 0.01% No change 2,000 $37K
Barrett & Company, Inc. 0.01% No change 2,000 $36K
Provenance Wealth Advisors, LLC 0.00% No change 2,000 $36K
Glen Eagle Advisors, LLC 0.00% No change 1,938 $35K
Cornerstone Planning Group LLC 0.00% Reduce -4.2% 2,010 $34K
Compass Financial Management LLC 0.00% — 1,894 $34K
TD Private Client Wealth LLC 0.00% Reduce -11.8% 1,869 $34K
Winthrop Capital Management, LLC 0.01% No change 1,842 $33K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 1,800 $32K
Blue Trust, Inc. 0.00% Add +16.9% 1,739 $31K
Owl Creek Wealth Partners LLC 0.01% Add +3.0% 1,725 $31K
Boreal Capital Management LLC 0.03% Add +54.5% 1,700 $30K
Capital Advisors, Ltd. LLC 0.00% No change 1,648 $30K
Key Financial Inc 0.00% Add +120.0% 1,650 $30K
Murphy & Mullick Capital Management Corp 0.02% No change 1,575 $28K
MassMutual Private Wealth & Trust, FSB 0.00% Add +17.8% 1,559 $28K
Parkside Financial Bank & Trust 0.00% Add +10.5% 1,510 $27K
Cary Street Partners Investment Advisory LLC 0.01% Add +60.6% 1,510 $27K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,505 $27K
SHP Wealth Management 0.00% Add +47.6% 1,500 $27K
TFC Financial Management, Inc. 0.00% Reduce -10.3% 1,476 $26K
Whittier Trust Co. 0.00% No change 1,400 $26K
Bfsg, LLC 0.00% No change 1,440 $26K
Quaker Wealth Management, LLC 0.01% Reduce -0.7% 1,412 $25K
Hurley Capital, LLC 0.01% No change 1,400 $25K
Bessemer Group Inc. 0.00% Reduce -0.6% 1,343 $24K
American Capital Advisory, LLC 0.01% Add +3.2% 1,335 $24K
Aventura Private Wealth, LLC 0.01% No change 1,259 $23K
True Wealth Design, LLC 0.01% No change 1,254 $22K
Ossiam 0.00% Add +28.0% 1,220 $22K
Grove Bank & Trust 0.00% Add +52.3% 1,214 $22K
SJS Investment Consulting Inc. 0.00% Add +1.0% 1,202 $22K
Keating Financial Advisory Services, Inc. 0.00% Add +79.7% 1,197 $21K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,176 $21K
V-Square Quantitative Management LLC 0.00% Reduce -21.2% 1,145 $21K
Game Plan Financial Advisors, LLC 0.01% Add +9.8% 1,125 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 1,115 $20K
Hollencrest Capital Management 0.00% Reduce -76.2% 1,100 $20K
Transamerica Financial Advisors, LLC 0.00% Add +215.7% 1,086 $19K
Versant Capital Management, Inc 0.00% Add +62.1% 1,034 $19K
Bell Investment Advisors, Inc 0.00% Reduce -0.3% 1,002 $18K
MRP Capital Investments, LLC 0.01% New 1,000 $18K
Comprehensive Financial Planning, Inc. 0.01% No change 1,000 $18K
Bank of New Hampshire 0.00% No change 1,000 $18K
Creative Financial Designs Inc. 0.00% No change 1,000 $18K
Signature Equity Partners, LLC 0.01% Reduce -58.1% 996 $18K
Holos Integrated Wealth LLC 0.01% No change 1,000 $18K
Essential Partners LLC 0.01% Reduce -75.4% 987 $18K
Anchor Investment Management, LLC 0.00% Add +114.6% 983 $18K
Fortitude Family Office, LLC 0.00% Reduce -7.2% 964 $17K
Valley Wealth Managers, Inc. 0.00% No change 963 $17K
Center for Financial Planning, Inc. 0.00% No change 925 $17K
MCF Advisors LLC 0.00% Reduce -30.7% 904 $16K
Smallwood Wealth Investment Management, LLC 0.01% Reduce -0.4% 900 $16K
Aspect Partners, LLC 0.01% Reduce -1.4% 837 $15K
Salomon & Ludwin, LLC 0.00% No change 799 $15K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -99.7% 800 $14K
CNB Bank 0.01% Add +60.2% 801 $14K
WPG Advisers, LLC 0.01% Reduce -19.4% 777 $14K
Financial Perspectives, Inc 0.00% No change 775 $14K
Atlantic Private Wealth, LLC 0.01% No change 750 $13K
Salem Investment Counselors Inc. 0.00% Reduce -4.5% 744 $13K
FNY Investment Advisers, LLC 0.00% New 750 $13K
CVA Family Office, LLC 0.00% Reduce -38.5% 707 $13K
Godsey & Gibb, Inc. 0.00% No change 701 $13K
Dunhill Financial, LLC 0.00% Add +73.7% 700 $13K
JFS Wealth Advisors, LLC 0.00% Add +31.8% 696 $12K
First Command Advisory Services, Inc. 0.00% Reduce -13.4% 648 $12K
Strategic Wealth Partners, Ltd. 0.00% Add +65.6% 631 $11K
Estabrook Capital Management 0.00% No change 630 $11K
Caitong International Asset Management Co., Ltd 0.00% Reduce -95.1% 627 $11K
IAG Wealth Partners, LLC 0.00% Add +13.4% 617 $11K
JPL Wealth Management, LLC 0.00% Add +45.9% 607 $11K
Legacy Bridge, LLC 0.00% New 600 $11K
Gen-Wealth Partners Inc 0.00% No change 600 $11K
Sachetta, LLC 0.00% Add +28.3% 540 $10K
Heritage Wealth Advisors 0.00% New 525 $9K
Elevated Capital Advisors, LLC 0.00% No change 500 $9K
Synergy Investment Management, LLC 0.00% No change 500 $9K
Financial Management Professionals, Inc. 0.00% New 500 $9K
North Star Investment Management Corp. 0.00% Reduce -28.1% 500 $9K
Ascentis Wealth Management, LLC 0.00% No change 452 $8K
Golden State Wealth Management, LLC 0.00% Reduce -62.5% 450 $8K
Crewe Advisors LLC 0.00% Add +125.0% 450 $8K
Tsfg, LLC 0.00% No change 442 $8K
Hantz Financial Services, Inc. 0.00% Add +54.4% 471 $8K
GHP Investment Advisors, Inc. 0.00% Add +10.5% 420 $8K
Vision Financial Markets LLC 0.01% No change 400 $7K
Bangor Savings Bank 0.00% Add +1.3% 405 $7K
Cromwell Holdings LLC 0.00% Add +79.8% 401 $7K
Adirondack Trust Co. 0.00% No change 400 $7K
Hilltop National Bank 0.00% No change 400 $7K
CENTRAL TRUST Co 0.00% No change 400 $7K
Mather Group, Llc. 0.00% No change 400 $7K
Trust Co. of Vermont 0.00% — 397 $7K
Phillip James Consulting Co. 0.00% New 393 $7K
Allied Private Wealth LLC 0.00% — 380 $7K
Osbon Capital Management LLC 0.01% Reduce -92.2% 358 $6K
Manning & Napier Advisors LLC 0.00% Add +1533.3% 343 $6K
Medallion Wealth Advisors, LLC 0.00% No change 339 $6K
Torren Management, LLC 0.00% No change 334 $6K
Vima LLC 0.01% — 333 $6K
Luminist Capital LLC 0.01% New 320 $6K
Acumen Wealth Advisors, LLC 0.00% New 315 $6K
Main Street Group, LTD 0.00% Reduce -13.8% 300 $5K
Kelleher Financial Advisors 0.00% New 300 $5K
MV Capital Management, Inc. 0.00% Add +14.3% 287 $5K
Meeder Asset Management Inc. 0.00% Add +17.6% 287 $5K
Vermillion Wealth Management, Inc. 0.00% Add +871.4% 272 $5K
Creative Capital Management Investments LLC 0.00% New 269 $5K
Brown Brothers Harriman & Co. 0.00% No change 263 $5K
Cullen/Frost Bankers, Inc. 0.00% Reduce -91.5% 262 $5K
St. Johns Investment Management Company, LLC 0.00% No change 257 $5K
Rexford Capital Inc. 0.00% No change 256 $5K
Bayban 0.00% No change 250 $4K
Fourth Dimension Wealth, LLC 0.00% No change 250 $4K
Rothschild Investment LLC 0.00% Reduce -34.6% 249 $4K
Clearstead Trust, LLC 0.00% No change 243 $4K
Retirement Wealth Solutions LLC 0.00% Add +17.6% 234 $4K
Wealth Enhancement Trust Services, Inc. 0.00% No change 228 $4K
Pin Oak Investment Advisors Inc. 0.00% No change 250 $4K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 250 $4K
Capital Analysts, LLC 0.00% No change 240 $4K
Atwood & Palmer Inc. 0.00% Add +12.7% 222 $4K
Quarry LP 0.00% New 222 $4K
Providence Capital Advisors, LLC 0.00% New 214 $4K
Principia Wealth Advisory, LLC 0.00% Add +3.0% 207 $4K
SWAN Capital LLC 0.00% Add +10000.0% 202 $4K
Noble Wealth Management PBC 0.00% No change 200 $4K
Bernard Wealth Management Corp. 0.00% No change 200 $4K
Elevation Wealth Partners, LLC 0.00% No change 200 $4K
EFG International AG 0.00% No change 200 $4K
Highline Wealth Partners LLC 0.00% No change 190 $3K
LifeSteps Financial, Inc. 0.00% New 186 $3K
Rialto Wealth Management, LLC 0.00% Add +226.4% 173 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 171 $3K
Accent Capital Management, LLC 0.00% Add +23.7% 162 $3K
Rossby Financial, LCC 0.00% Reduce -55.0% 161 $3K
Strengthening Families & Communities, LLC 0.00% Reduce -35.4% 153 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% Add +200.0% 150 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 148 $3K
Raffa Wealth Management, LLC 0.00% Add +22.0% 144 $3K
RMG Wealth Management LLC 0.00% New 136 $2K
Sittner & Nelson, LLC 0.00% No change 133 $2K
HFM Investment Advisors, LLC 0.00% Add +141.2% 123 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +41.7% 119 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -14.5% 118 $2K
Hughes Financial Services, LLC 0.00% Add +3.6% 116 $2K
Planning Strategies Inc. 0.00% — 115 $2K
Silver Grove Financial Group, Inc. 0.00% New 112 $2K
LM Advisors LLC 0.01% Add +6012.0% 101,459 $2K
POM Investment Strategies, LLC 0.00% No change 100 $2K
DB Fitzpatrick & Co, Inc 0.00% Add +400.0% 100 $2K
1620 Investment Advisors, Inc. 0.00% No change 100 $2K
Nvest Wealth Strategies, Inc. 0.00% New 100 $2K
Friedenthal Financial 0.00% New 100 $2K
Horizon Financial Services, LLC 0.00% No change 100 $2K
Financial Avengers, Inc. 0.00% No change 100 $2K
Cordant, Inc. 0.00% New 100 $2K
Atlatl Advisers LLC 0.00% New 100 $2K
HM Payson & Co. 0.00% Reduce -84.0% 100 $2K
Beaird Harris Wealth Management, LLC 0.00% New 80 $1K
MPWM Advisory Solutions, LLC 0.00% No change 80 $1K
Private Wealth Management Group, LLC 0.00% No change 79 $1K
Investors Portfolio Services LLC 0.00% No change 73 $1K
Davis Capital Management 0.00% Add +53.9% 60 $1K
Physician Wealth Advisors, Inc. 0.00% Add +17.6% 60 $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 +3.0% 34 $1K
DecisionPoint Financial, LLC 0.00% Add +126.1% 52 $959
Investors Research Corp 0.00% No change 53 $950
LRI Investments, LLC 0.00% Reduce -27.4% 53 $950
REAP Financial Group, LLC 0.00% Add +5000.0% 51 $914
Gilpin Wealth Management, LLC 0.00% No change 50 $897
McGuire Capital Advisors Inc. 0.00% No change 50 $896
West Financial Advisors, LLC 0.00% No change 49 $879
Cornerstone Financial Management LLC 0.00% Add +23.7% 47 $843
DT Investment Partners, LLC 0.00% New 45 $807
Sarver Vrooman Wealth Advisors 0.00% No change 40 $740
Mizuho Financial Group Inc. 0.01% — 40 $717
Continuum Advisory, LLC 0.00% New 38 $678
Concord Wealth Partners 0.00% New 36 $645
Financial Consulate, Inc. 0.00% No change 35 $628
Bare Financial Services, Inc 0.00% Reduce -34.6% 34 $610
Eukles Asset Management 0.00% No change 32 $574
1015 Capital Partners, LLC 0.00% Reduce -16.2% 31 $556
Truvestments Capital LLC 0.00% Reduce -87.3% 30 $538
Dogwood Wealth Management LLC 0.00% Reduce -25.6% 29 $520
Cranbrook Wealth Management, LLC 0.00% No change 29 $520
Ameriflex Group, Inc. 0.00% Reduce -93.6% 28 $503
Strategic Advocates LLC 0.00% No change 27 $484
New England Capital Financial Advisors LLC 0.00% New 26 $467
Tradewinds Capital Management, LLC 0.00% Reduce -92.0% 23 $413
Stone House Investment Management, LLC 0.00% Reduce -4.3% 22 $394
Security National Bank of Sioux City Iowa 0.00% New 20 $359
Cape Investment Advisory, Inc. 0.00% New 20 $359
Whittier Trust Co. of Nevada Inc. 0.00% No change 15 $266
Trust Co. of Toledo NA 0.00% No change 14 $251
Maryland Capital Advisors Inc. 0.00% — 11 $198
Seneschal Advisors, LLC 0.00% Reduce -21.4% 11 $198
Berkshire Capital Holdings Inc. 0.00% No change 10 $179
Byrne Asset Management LLC 0.00% No change 9 $161
West Paces Advisors Inc. 0.00% New 9 $161
Bokf, NA 0.00% New 7 $126
IMG Wealth Management, Inc. 0.00% New 5 $90
Activest Wealth Management 0.00% Reduce -99.8% 5 $90
Wilkerson Advisory Group LLC 0.00% No change 5 $90
Napier Financial, LLC 0.00% No change 5 $90
Highland Investment Advisors LLC 0.00% — 4 $72
City State Bank 0.00% No change 2 $36
Centerpoint Advisors, LLC 0.00% No change 25 $0
Evolution Advisers, Inc. 0.00% New 5 $0
Navigoe, LLC 0.00% New 38 $0

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