Sofi TechnologiesSOFI
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $279.0M |
| Exits | 117 | $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.