Toast Inc. Class ATOST
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 519 institutions reported holding Toast Inc. Class A (TOST) in their 13F filings, up 14 from Q2 2024. 73 opened new positions and 58 sold out. The largest holders were Capital International Investors ($1.2B), Vanguard Group Inc. ($1.1B) and T. Rowe Price Associates Inc. ($801.8M). 10 famous investors held it, including Mason Morfit (10.0% of ValueAct Capital's portfolio), Alex Sacerdote (2.9% of Whale Rock Capital Management's portfolio) and Cathie Wood (0.5% of ARK Investment Management's portfolio).
- Company
- Toast Inc. Class A
- CUSIP
- 888787108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $569.6M |
| Exits | 58 | $226.9M |
All 13F filers, Q2 2024 → Q3 2024: 57,455,369 shares bought and 32,371,978 shares sold, net +25,083,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 519 holders
| Capital International Investors | 0.22% | Add +7.8% | 41,175,592 | $1.2B |
| Vanguard Group Inc. | 0.02% | Add +1.6% | 38,326,802 | $1.1B |
| T. Rowe Price Associates Inc. | 0.09% | Reduce -0.1% | 28,322,571 | $801.8M |
| FMR LLC | 0.04% | Add +50.5% | 24,449,743 | $692.2M |
| BlackRock, Inc. | 0.01% | — | 24,295,312 | $687.8M |
| Durable Capital Partners LP | 3.37% | Reduce -10.5% | 16,263,895 | $460.4M |
| ValueAct Capital | 10.02% | New | 15,482,200 | $438.3M |
| T. Rowe Price Investment Management, Inc. | 0.25% | Add +97.1% | 14,670,511 | $415.3M |
| HMI Capital Management, L.P. | 10.64% | Reduce -3.3% | 9,074,422 | $256.9M |
| Abdiel Capital Advisors, LP | 14.63% | No change | 8,550,701 | $242.1M |
| State Street Corp. | 0.01% | Add +2.5% | 8,325,292 | $235.7M |
| Greenoaks LLC | 12.49% | Add +5.7% | 8,213,408 | $232.5M |
| Whale Rock Capital Management | 2.94% | Reduce -5.9% | 7,402,004 | $209.6M |
| Geode Capital Management, LLC | 0.02% | Add +2.3% | 6,865,934 | $194.0M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -2.7% | 6,656,751 | $188.5M |
| Champlain Investment Partners, LLC | 1.12% | Reduce -27.2% | 6,573,999 | $186.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.12% | Reduce -4.7% | 6,052,705 | $171.4M |
| Norges Bank | 0.02% | Reduce -15.5% | 5,456,587 | $154.5M |
| Amova Asset Management Americas, Inc. | 1.73% | Reduce -5.8% | 5,390,053 | $152.6M |
| XN LP | 5.79% | Reduce -1.7% | 4,789,739 | $135.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.2% | 4,656,760 | $131.8M |
| Assenagon Asset Management S.A. | 0.22% | Add +2889.8% | 3,829,995 | $108.4M |
| 12 West Capital Management LP | 10.90% | No change | 3,754,840 | $106.3M |
| Gilder Gagnon Howe & Co. LLC | 1.22% | Add +4.3% | 3,593,387 | $101.7M |
| Marshall Wace, LLP | 0.11% | Add +13.4% | 2,854,691 | $80.8M |
| Bank of America Corp. | 0.01% | Add +23.7% | 2,794,446 | $79.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.3% | 2,783,041 | $78.8M |
| Meritage Group LP | 1.83% | Add +0.2% | 2,768,088 | $78.4M |
| Greenhouse Funds LLLP | 3.79% | Add +64.8% | 2,707,197 | $76.6M |
| Morgan Stanley | 0.01% | Reduce -33.0% | 2,641,647 | $74.8M |
| UBS Group AG | 0.02% | Reduce -2.0% | 2,563,100 | $72.6M |
| Citadel Advisors | 0.08% | Add +484.5% | 2,511,085 | $71.1M |
| Lead Edge Capital Management, LLC | 20.48% | No change | 2,498,900 | $70.7M |
| Eventide Asset Management, LLC | 1.22% | Reduce -22.8% | 2,497,164 | $70.7M |
| Invesco Ltd. | 0.01% | Add +13.8% | 2,375,166 | $67.2M |
| HarbourVest Partners LLC | 33.60% | No change | 2,282,878 | $64.6M |
| Granahan Investment Management, LLC | 2.54% | Add +1.7% | 2,280,927 | $64.6M |
| Northern Trust Corp. | 0.01% | Add +2.7% | 2,205,815 | $62.4M |
| First Trust Advisors LP | 0.06% | Reduce -5.0% | 2,146,017 | $60.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.5% | 2,135,159 | $60.4M |
| Zevenbergen Capital Investments LLC | 1.25% | Add +11.8% | 2,105,914 | $59.6M |
| ARK Investment Management | 0.51% | Reduce -12.7% | 1,959,878 | $55.5M |
| Stephens Investment Management Group LLC | 0.73% | Add +13.1% | 1,884,771 | $53.4M |
| Generation Investment Management LLP | 0.24% | Reduce -60.1% | 1,825,636 | $51.7M |
| Blair William & Co. | 0.14% | Add +14.5% | 1,646,008 | $46.6M |
| Federated Hermes, Inc. | 0.10% | Reduce -7.8% | 1,596,633 | $45.2M |
| Millennium Management | 0.04% | Add +75.6% | 1,531,336 | $43.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +17.0% | 1,504,641 | $42.6M |
| Riverbridge Partners LLC | 0.52% | Reduce -10.7% | 1,386,055 | $39.2M |
| Edmond DE Rothschild Holding S.A. | 0.61% | Reduce -9.7% | 1,328,209 | $37.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +8.4% | 1,259,307 | $35.6M |
| NZS Capital, LLC | 1.34% | Add +1.9% | 1,214,368 | $34.4M |
| Squarepoint Ops LLC | 0.11% | New | 1,177,119 | $33.3M |
| Capital Group Private Client Services, Inc. | 0.32% | Reduce -1.8% | 1,175,296 | $33.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Reduce -4.2% | 1,171,601 | $33.2M |
| Mane Global Capital Management LP | 2.16% | New | 1,092,042 | $30.9M |
| Swiss National Bank | 0.02% | Add +3.9% | 1,075,600 | $30.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -35.4% | 1,043,166 | $29.5M |
| Armistice Capital, LLC | 0.76% | Reduce -25.1% | 1,020,235 | $28.9M |
| TD Asset Management Inc | 0.03% | Add +112.8% | 1,024,743 | $28.7M |
| Renaissance Technologies | 0.04% | Add +783.8% | 987,200 | $27.9M |
| Glynn Capital Management LLC | 5.94% | Reduce -5.6% | 916,014 | $25.9M |
| Worldquant Millennium Advisors LLC | 0.18% | Add +1475.0% | 850,965 | $24.1M |
| Deutsche Bank AG | 0.01% | Add +15.5% | 807,654 | $22.9M |
| SCS Capital Management LLC | 0.45% | No change | 791,544 | $22.4M |
| Legal & General Group Plc | 0.01% | Add +3.1% | 767,818 | $21.7M |
| Hamilton Lane Advisors LLC | 18.57% | No change | 757,365 | $21.4M |
| Aquatic Capital Management LLC | 0.56% | Add +312.1% | 757,000 | $21.4M |
| Capital International, Inc. | 0.26% | Reduce -0.5% | 741,547 | $21.0M |
| California Public Employees Retirement System | 0.01% | Add +1.8% | 736,071 | $20.8M |
| Ieq Capital, LLC | 0.25% | Add +27.4% | 711,699 | $20.1M |
| Caisse de depot et placement du Quebec | 0.04% | Add +6278.6% | 710,061 | $20.1M |
| Jump Financial, LLC | 0.42% | Add +320.4% | 702,479 | $19.9M |
| Park West Asset Management LLC | 1.36% | Reduce -28.8% | 651,369 | $18.4M |
| Technology Crossover Management X, Ltd. | 1.62% | No change | 625,000 | $17.7M |
| Trexquant Investment LP | 0.22% | Add +94.5% | 622,680 | $17.6M |
| Driehaus Capital Management LLC | 0.14% | New | 578,747 | $16.4M |
| Rhumbline Advisers | 0.01% | Reduce -0.1% | 578,542 | $16.4M |
| California State Teachers Retirement System | 0.02% | Add +3.1% | 577,269 | $16.3M |
| Bridgewater Associates | 0.09% | Add +1027.5% | 560,729 | $15.9M |
| Man Group plc | 0.05% | Reduce -52.5% | 554,328 | $15.7M |
| Sei Investments Co. | 0.02% | Reduce -11.8% | 551,886 | $15.6M |
| Penserra Capital Management LLC | 0.32% | Reduce -1.0% | 514,312 | $14.6M |
| Alkeon Capital Management LLC | 0.08% | No change | 500,000 | $14.2M |
| Motley Fool Wealth Management, LLC | 0.69% | Reduce -1.7% | 484,049 | $13.7M |
| Capital Fund Management S.A. | 0.15% | Reduce -56.7% | 465,964 | $13.2M |
| Raymond James & Associates | 0.01% | Reduce -2.4% | 397,862 | $11.3M |
| Motley Fool Asset Management LLC | 0.66% | Add +0.4% | 389,456 | $11.1M |
| State of Wisconsin Investment Board | 0.02% | Add +83.3% | 339,615 | $9.6M |
| Zacks Investment Management | 0.08% | Add +14.2% | 338,017 | $9.6M |
| Whetstone Capital Advisors, LLC | 4.57% | Reduce -0.7% | 334,871 | $9.5M |
| Independent Family Office, LLC | 4.75% | No change | 334,275 | $9.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -15.6% | 319,444 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 315,897 | $8.9M |
| Ensign Peak Advisors, Inc | 0.02% | Add +46.6% | 314,445 | $8.9M |
| Barclays PLC | 0.00% | Add +38.0% | 309,426 | $8.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +6.0% | 299,397 | $8.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +17.3% | 299,091 | $8.5M |
| Amundi | 0.00% | Add +6.3% | 288,788 | $8.3M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -82.0% | 286,217 | $8.1M |
| Two Sigma Investments, LP | 0.02% | Reduce -66.2% | 280,566 | $7.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -12.3% | 278,976 | $7.9M |
| Citigroup Inc. | 0.01% | Add +8.5% | 276,974 | $7.8M |
| Makena Capital Management LLC | 1.87% | Add +7.6% | 274,392 | $7.8M |
| Stifel Financial Corp. | 0.01% | Reduce -2.2% | 263,711 | $7.5M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -1.3% | 261,365 | $7.4M |
| Wells Fargo & Company | 0.00% | Reduce -19.4% | 247,304 | $7.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -15.1% | 246,420 | $7.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +67.4% | 240,233 | $6.8M |
| Bienville Capital Management, LLC | 1.76% | Add +452.4% | 240,098 | $6.8M |
| Westbourne Investment Advisors, Inc. | 2.32% | Add +1.3% | 234,185 | $6.6M |
| MML Investors Services, LLC | 0.02% | Add +40.6% | 228,313 | $6.5M |
| Voya Investment Management LLC | 0.01% | Reduce -20.3% | 226,125 | $6.4M |
| Mariner, LLC | 0.01% | Add +289.9% | 223,054 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +19.8% | 208,998 | $5.9M |
| Aviva PLC | 0.01% | Add +3.0% | 198,350 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -29.1% | 194,223 | $5.5M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 193,824 | $5.5M |
| AQR Capital Management | 0.01% | Reduce -82.6% | 190,621 | $5.4M |
| 1832 Asset Management L.P. | 0.01% | Reduce -69.3% | 186,900 | $5.3M |
| McGowan Group Asset Management, Inc. | 0.70% | Add +237.8% | 185,544 | $5.3M |
| Dnca Finance | 0.46% | Reduce -19.0% | 183,000 | $5.2M |
| Quent Capital, LLC | 0.48% | Add +0.2% | 167,817 | $4.8M |
| Jupiter Asset Management Ltd. | 0.04% | New | 167,638 | $4.7M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -79.3% | 165,568 | $4.7M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -4.6% | 161,702 | $4.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -0.2% | 160,847 | $4.6M |
| Wisconsin Capital Management LLC | 2.39% | Reduce -14.8% | 160,825 | $4.6M |
| Terril Brothers, Inc. | 1.38% | No change | 147,300 | $4.2M |
| Mackenzie Financial Corp. | 0.01% | New | 146,728 | $4.2M |
| Verition Fund Management LLC | 0.03% | Reduce -59.4% | 142,004 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -58.2% | 141,632 | $4.0M |
| Moody National Bank Trust Division | 0.42% | Add +27.6% | 139,449 | $3.9M |
| Qube Research & Technologies Ltd | 0.01% | New | 139,065 | $3.9M |
| HSBC Holdings PLC | 0.00% | Reduce -24.3% | 135,977 | $3.8M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 134,723 | $3.8M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 134,100 | $3.8M |
| Danske Bank A/S | 0.01% | Reduce -1.9% | 132,520 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.5% | 130,427 | $3.7M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.6% | 129,776 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -17.9% | 124,846 | $3.5M |
| Group One Trading LLC | 0.14% | Add +34.6% | 124,841 | $3.5M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -2.3% | 122,245 | $3.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +32.1% | 117,812 | $3.3M |
| Globeflex Capital L P | 0.32% | Add +2097.6% | 116,470 | $3.3M |
| Y-Intercept (Hong Kong) Ltd | 0.20% | New | 115,978 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +23.7% | 113,974 | $3.2M |
| Flight Deck Capital, LP | 3.72% | Reduce -57.6% | 112,374 | $3.2M |
| Arkfeld Wealth Strategies, L.L.C. | 1.52% | Reduce -2.0% | 109,270 | $3.1M |
| HRT Financial LP | 0.02% | New | 109,710 | $3.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -82.4% | 108,100 | $3.1M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -0.5% | 105,984 | $3.0M |
| Arizona State Retirement System | 0.02% | Add +8.1% | 103,828 | $2.9M |
| GTS Securities LLC | 0.06% | Reduce -40.6% | 103,433 | $2.9M |
| Harbor Capital Advisors, Inc. | 0.13% | Add +29.3% | 103,110 | $2.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +17.1% | 102,800 | $2.9M |
| Quadrature Capital Ltd | 0.07% | Reduce -27.1% | 102,261 | $2.9M |
| Beaumont Financial Advisors, LLC | 0.22% | Reduce -2.9% | 100,000 | $2.8M |
| Alberta Investment Management Corp | 0.03% | New | 98,100 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.9% | 94,083 | $2.7M |
| QRG Capital Management, Inc. | 0.03% | Add +10.2% | 93,664 | $2.7M |
| PDT Partners, LLC | 0.23% | Add +529.1% | 89,842 | $2.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | — | 89,700 | $2.5M |
| OMERS ADMINISTRATION Corp | 0.02% | No change | 87,110 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -65.4% | 85,890 | $2.4M |
| Engineers Gate Manager LP | 0.05% | Add +267.1% | 84,589 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -7.2% | 83,931 | $2.4M |
| Andra AP-fonden | 0.03% | Reduce -35.7% | 83,488 | $2.4M |
| Edgestream Partners, L.P. | 0.10% | New | 82,918 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -2.7% | 82,646 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +44.0% | 82,259 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | No change | 81,400 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Add +84.5% | 80,669 | $2.3M |
| Forsta Ap-Fonden | 0.02% | New | 80,400 | $2.3M |
| Empowered Funds, LLC | 0.04% | Reduce -3.0% | 79,694 | $2.3M |
| Tiger Global Management | 0.01% | No change | 78,521 | $2.2M |
| American Century Companies Inc. | 0.00% | Add +180.6% | 78,134 | $2.2M |
| Seven Eight Capital, LP | 0.20% | Reduce -55.6% | 77,770 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.5% | 77,401 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -27.2% | 76,134 | $2.2M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -88.2% | 75,300 | $2.1M |
| Xponance LLC | 0.02% | Reduce -1.4% | 73,204 | $2.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +0.1% | 73,158 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +50.4% | 71,526 | $2.0M |
| ClariVest Asset Management LLC | 0.20% | No change | 75,464 | $1.9M |
| IFM Investors Pty Ltd | 0.02% | No change | 67,797 | $1.9M |
| Qsemble Capital Management, LP | 0.35% | Add +52.1% | 67,796 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.12% | New | 67,527 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +206.8% | 66,660 | $1.9M |
| Nia Impact Advisors, LLC | 0.61% | Add +1.5% | 65,324 | $1.8M |
| Bank of Montreal | 0.00% | Add +6.5% | 65,607 | $1.8M |
| Wolverine Trading, LLC | 0.05% | Add +485.6% | 64,997 | $1.8M |
| Pier 88 Investment Partners LLC | 2.07% | Reduce -12.5% | 62,620 | $1.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -9.7% | 60,487 | $1.7M |
| Lisanti Capital Growth, LLC | 0.43% | Add +43.0% | 60,245 | $1.7M |
| Maytus Capital Management, LLC | 0.60% | New | 60,000 | $1.7M |
| Bridgeway Capital Management, LLC | 0.04% | No change | 58,600 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +3.5% | 57,141 | $1.6M |
| Choreo, LLC | 0.02% | Reduce -0.1% | 56,608 | $1.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +16.3% | 56,972 | $1.6M |
| DNB Asset Management AS | 0.01% | No change | 56,818 | $1.6M |
| Twin Capital Management Inc. | 0.18% | New | 56,793 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +4.8% | 55,895 | $1.6M |
| Kampmann Melissa S. | 1.12% | Add +28.9% | 56,120 | $1.6M |
| Blueshift Asset Management, LLC | 0.39% | Add +1.9% | 55,754 | $1.6M |
| Ceera Investments, LLC | 0.59% | No change | 55,000 | $1.6M |
| Gsa Capital Partners LLP | 0.11% | Add +179.7% | 53,064 | $1.5M |
| Bridger Management, LLC | 0.75% | No change | 52,692 | $1.5M |
| Nomura Holdings Inc. | 0.01% | Add +410.5% | 52,389 | $1.5M |
| Summit Trail Advisors, LLC | 0.04% | Add +1.1% | 52,184 | $1.5M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -7.6% | 51,257 | $1.5M |
| Axq Capital, LP | 0.44% | Add +397.1% | 51,066 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Reduce -3.7% | 50,541 | $1.4M |
| Capital International Sarl | 0.04% | Reduce -17.8% | 50,440 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Add +1.4% | 49,663 | $1.4M |
| Trevian Wealth Management LLC | 1.15% | New | 49,377 | $1.4M |
| AlphaQuest LLC | 0.12% | New | 49,150 | $1.4M |
| Dark Forest Capital Management LP | 0.18% | Add +180.6% | 48,672 | $1.4M |
| TBH Global Asset Management, LLC | 0.29% | No change | 47,107 | $1.3M |
| Toronto Dominion Bank | 0.00% | Add +35.4% | 46,319 | $1.3M |
| Taylor Frigon Capital Management LLC | 0.64% | New | 45,100 | $1.3M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.81% | Reduce -4.3% | 45,000 | $1.3M |
| Neo Ivy Capital Management | 0.41% | New | 44,676 | $1.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +6.4% | 44,059 | $1.2M |
| WoodTrust Financial Corp | 0.18% | Add +4.8% | 44,000 | $1.2M |
| Sit Investment Associates Inc. | 0.03% | New | 43,425 | $1.2M |
| KBC Group NV | 0.00% | Add +66.5% | 42,838 | $1.2M |
| Epoch Investment Partners, Inc. | 0.01% | Reduce -15.2% | 41,999 | $1.2M |
| Mirador Capital Partners LP | 0.21% | Add +7.4% | 41,578 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +0.4% | 41,564 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Add +103.4% | 41,500 | $1.2M |
| Lewis Asset Management, LLC | 0.84% | Add +3.7% | 40,679 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -0.5% | 39,743 | $1.1M |
| Atom Investors LP | 0.12% | New | 39,342 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -61.2% | 38,413 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.7% | 38,360 | $1.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +61.1% | 38,331 | $1.1M |
| STRS Ohio | 0.00% | New | 38,262 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.4% | 38,133 | $1.1M |
| Capital Investment Counsel, Inc | 0.15% | No change | 37,800 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 37,561 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -20.2% | 36,935 | $1.0M |
| CHURCHILL MANAGEMENT Corp | 0.01% | Reduce -15.5% | 36,637 | $1.0M |
| Diversified Trust Co. | 0.03% | Reduce -21.4% | 36,518 | $1.0M |
| nVerses Capital, LLC | 0.47% | Add +28.6% | 36,400 | $1.0M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -26.6% | 36,630 | $1.0M |
| Romano Brothers and Company | 0.12% | Reduce -4.3% | 34,900 | $988K |
| Values First Advisors, Inc. | 0.51% | Add +6.9% | 33,506 | $949K |
| Cetera Investment Advisers | 0.00% | Reduce -8.1% | 33,387 | $945K |
| XTX Topco Ltd | 0.07% | Add +225.3% | 32,882 | $931K |
| Seaport Global Advisors, LLC | 2.92% | No change | 32,666 | $925K |
| Storebrand Asset Management As | 0.00% | No change | 32,510 | $920K |
| Wellington Management Group LLP | 0.00% | Reduce -27.6% | 32,320 | $915K |
| Elo Mutual Pension Insurance Co | 0.02% | Add +0.3% | 32,191 | $911K |
| Entropy Technologies, LP | 0.09% | New | 31,596 | $894K |
| Nordea Investment Management AB | 0.00% | No change | 30,907 | $877K |
| M&T Bank Corp | 0.00% | Add +20.1% | 30,955 | $877K |
| Bessemer Group Inc. | 0.00% | Add +13.3% | 30,945 | $876K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +10.5% | 30,652 | $868K |
| Silvercrest Asset Management Group LLC | 0.01% | Add +0.5% | 30,445 | $862K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -21.8% | 29,156 | $853K |
| Amalgamated Bank | 0.01% | Reduce -1.2% | 29,608 | $838K |
| Knollwood Investment Advisory, LLC | 0.09% | No change | 29,020 | $822K |
| Bordeaux Wealth Advisors LLC | 0.15% | Add +2.9% | 28,823 | $816K |
| Private Advisor Group, LLC | 0.00% | Add +1.6% | 28,151 | $797K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.9% | 27,961 | $792K |
| Jefferies Financial Group Inc. | 0.01% | Add +16.1% | 27,854 | $789K |
| Legacy Advisors, LLC | 0.08% | Add +1.5% | 26,540 | $751K |
| WCG Wealth Advisors LLC | 0.05% | Reduce -9.3% | 26,239 | $743K |
| Ameriprise Financial Inc. | 0.00% | Add +2.6% | 25,616 | $725K |
| Creative Planning | 0.00% | Reduce -41.4% | 25,432 | $718K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -26.6% | 25,355 | $718K |
| Truist Financial Corp. | 0.00% | Add +5.5% | 25,301 | $716K |
| Scientech Research LLC | 0.14% | Add +176.0% | 25,260 | $715K |
| Knights of Columbus Asset Advisors LLC | 0.05% | New | 24,533 | $695K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -6.2% | 24,486 | $693K |
| Centaurus Financial, Inc. | 0.04% | Reduce -12.1% | 23,900 | $677K |
| Utah Retirement Systems | 0.01% | No change | 23,800 | $674K |
| Brown Advisory Inc. | 0.00% | Add +9.2% | 23,535 | $666K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.0% | 23,265 | $659K |
| Teza Capital Management LLC | 0.07% | Add +16.9% | 22,256 | $630K |
| IHT Wealth Management, LLC | 0.02% | Add +2.7% | 22,167 | $628K |
| D.A. Davidson & Co. | 0.01% | Add +1.9% | 22,100 | $626K |
| Ellevest, Inc. | 0.03% | Add +0.3% | 21,856 | $619K |
| Intech Investment Management LLC | 0.01% | No change | 21,477 | $608K |
| Allianz Asset Management GmbH | 0.00% | Add +48.8% | 21,381 | $605K |
| Cibc World Markets Corp. | 0.00% | Add +12.0% | 21,118 | $598K |
| Beck Mack & Oliver LLC | 0.01% | Add +0.2% | 20,962 | $593K |
| Yarbrough Capital, LLC | 0.02% | No change | 20,787 | $588K |
| Roundview Capital LLC | 0.04% | New | 20,241 | $573K |
| Bayesian Capital Management, LP | 0.06% | Reduce -42.9% | 19,185 | $543K |
| Vontobel Holding Ltd. | 0.00% | Reduce -5.9% | 19,181 | $543K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -31.3% | 19,038 | $539K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.8% | 18,731 | $530K |
| Intrepid Capital Management Inc. | 0.28% | No change | 17,573 | $497K |
| Ascent Group, LLC | 0.04% | Add +35.8% | 17,550 | $497K |
| Sanctuary Advisors, LLC | 0.00% | New | 11,551 | $494K |
| E. Ohman J:or Asset Management AB | 0.01% | New | 17,400 | $493K |
| IMC-Chicago, LLC | 0.01% | Reduce -18.2% | 17,217 | $487K |
| Cravens & Co Advisors, LLC | 0.37% | Reduce -9.1% | 17,084 | $484K |
| Gotham Asset Management | 0.00% | Reduce -55.7% | 16,643 | $471K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -56.1% | 16,043 | $454K |
| Corient Private Wealth LP | 0.00% | Add +35.5% | 15,717 | $445K |
| Clearstead Advisors, LLC | 0.01% | Reduce -12.6% | 15,322 | $434K |
| Corton Capital Inc. | 0.21% | New | 15,008 | $425K |
| Synovus Financial Corp. | 0.00% | New | 15,006 | $425K |
| Prudential Financial Inc. | 0.00% | Add +7.6% | 17,060 | $424K |
| &partners | 0.01% | Add +83.5% | 14,891 | $422K |
| Sowell Financial Services LLC | 0.02% | New | 14,772 | $418K |
| Dynamic Technology Lab Private Ltd | 0.04% | Add +26.4% | 14,468 | $410K |
| Frontier Capital Management Co. LLC | 0.00% | Add +0.8% | 14,479 | $410K |
| Tidal Investments LLC | 0.00% | Add +5.4% | 14,310 | $405K |
| Oppenheimer & Co. Inc. | 0.01% | New | 14,030 | $397K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -44.7% | 11,619 | $390K |
| Regatta Capital Group, LLC | 0.08% | Reduce -11.8% | 13,744 | $389K |
| Financial Advocates Investment Management | 0.02% | Reduce -3.5% | 13,644 | $386K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.0% | 12,723 | $382K |
| HAP Trading, LLC | 0.19% | Reduce -8.1% | 13,387 | $379K |
| Macquarie Group Ltd. | 0.00% | No change | 13,334 | $377K |
| J. Goldman & Co LP | 0.02% | New | 13,333 | $377K |
| Triumph Capital Management | 0.13% | Add +19.4% | 13,216 | $374K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -35.6% | 13,149 | $372K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.8% | 13,075 | $370K |
| Wynn Capital, LLC | 0.24% | Add +23.4% | 12,700 | $360K |
| CIBC Asset Management Inc | 0.00% | Add +3.7% | 12,614 | $357K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +37.7% | 12,669 | $357K |
| Brasada Capital Management, LP | 0.06% | Reduce -31.6% | 13,000 | $357K |
| Credit Agricole S A | 0.00% | Add +56.9% | 12,550 | $355K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -19.1% | 12,543 | $355K |
| Cary Street Partners Asset Management LLC | 0.05% | Reduce -19.4% | 12,460 | $353K |
| S.A. Mason LLC | 0.19% | New | 12,420 | $352K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -43.5% | 12,341 | $349K |
| FORA Capital, LLC | 0.04% | New | 12,213 | $346K |
| Menard Financial Group LLC | 0.22% | Reduce -11.3% | 12,044 | $341K |
| Investment Management Corp of Ontario | 0.01% | Add +53.8% | 12,011 | $340K |
| Keel Point, LLC | 0.03% | Add +1.3% | 11,943 | $338K |
| Ar Asset Management Inc. | 0.08% | No change | 11,800 | $334K |
| iA Global Asset Management Inc. | 0.01% | New | 11,711 | $332K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.5% | 11,722 | $332K |
| Compound Planning, Inc. | 0.02% | New | 11,659 | $330K |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 11,557 | $327K |
| Janus Henderson Group PLC | 0.00% | No change | 11,469 | $325K |
| Composition Wealth, LLC | 0.01% | Add +0.4% | 11,041 | $313K |
| Staley Capital Advisers Inc. | 0.01% | No change | 11,000 | $311K |
| Cascade Investment Group, Inc. | 0.22% | Add +7.9% | 10,531 | $298K |
| Pinnacle Associates Ltd. | 0.00% | Add +37.5% | 15,750 | $288K |
| GFS Advisors, LLC | 0.06% | Add +49900.0% | 10,000 | $283K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -0.4% | 9,982 | $283K |
| SP Asset Management LLC | 0.02% | Add +25.6% | 9,802 | $277K |
| Korea Investment CORP | 0.00% | Reduce -50.6% | 9,668 | $274K |
| Aries Wealth Management | 0.08% | No change | 9,660 | $273K |
| Prudential PLC | 0.00% | No change | 9,504 | $269K |
| UniSuper Management Pty Ltd | 0.00% | No change | 9,400 | $266K |
| Trinity Financial Advisors LLC | 0.12% | Add +1.3% | 9,995 | $263K |
| IFP Advisors, Inc | 0.01% | Add +1.2% | 9,240 | $262K |
| Townsquare Capital LLC | 0.00% | Add +13.5% | 9,217 | $261K |
| LSP Investment Advisors, LLC | 0.14% | No change | 9,207 | $261K |
| Kensington Investment Counsel, LLC | 0.11% | Add +10.2% | 9,145 | $259K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.9% | 9,124 | $258K |
| Savant Capital, LLC | 0.00% | Reduce -58.9% | 9,120 | $258K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.00% | — | 9,071 | $257K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | New | 9,071 | $257K |
| Manhattan West Asset Management, LLC | 0.07% | New | 8,886 | $252K |
| National Philanthropic Trust | 0.00% | New | 8,758 | $248K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -42.8% | 8,722 | $247K |
| Comerica Bank | 0.00% | Add +23.0% | 8,528 | $241K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.5% | 8,518 | $241K |
| Sterling Capital Management LLC | 0.00% | — | 8,103 | $229K |
| Delta Asset Management LLC | 0.02% | No change | 8,001 | $227K |
| ICONIQ Capital, LLC | 0.00% | New | 7,902 | $224K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 7,900 | $224K |
| Seven Mile Advisory | 0.15% | Reduce -0.9% | 7,842 | $222K |
| Larson Financial Group LLC | 0.01% | Add +249.4% | 7,764 | $220K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.08% | Add +54.5% | 7,725 | $219K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,704 | $218K |
| HM Payson & Co. | 0.00% | No change | 7,650 | $217K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -31.9% | 7,542 | $214K |
| Penn Davis McFarland Inc. | 0.02% | New | 7,500 | $212K |
| St Germain D J Co. Inc. | 0.01% | No change | 7,500 | $212K |
| North Star Asset Management Inc. | 0.01% | New | 7,470 | $211K |
| 1858 Wealth Management, LLC | 0.17% | New | 7,380 | $209K |
| Ballentine Partners, LLC | 0.00% | New | 7,320 | $207K |
| WMS Partners, LLC | 0.01% | New | 7,299 | $207K |
| Wallace Capital Management Inc. | 0.03% | New | 7,092 | $201K |
| Petrus Trust Company, LTA | 0.02% | New | 7,087 | $201K |
| Swiss Life Asset Management Ltd | 0.00% | New | 7,093 | $201K |
| Parkside Financial Bank & Trust | 0.03% | Add +5.0% | 7,082 | $200K |
| West Tower Group, LLC | 0.42% | New | 7,000 | $198K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +1.0% | 6,834 | $193K |
| SG Americas Securities, LLC | 0.00% | Reduce -92.7% | 6,724 | $190K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -35.5% | 6,379 | $181K |
| MeadowBrook Investment Advisors LLC | 0.16% | No change | 6,130 | $174K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.6% | 5,896 | $167K |
| Vestcor Inc | 0.01% | Reduce -0.1% | 5,704 | $161K |
| Sachetta, LLC | 0.06% | Reduce -85.7% | 5,450 | $154K |
| Walleye Capital LLC | 0.00% | Reduce -87.6% | 5,200 | $147K |
| Crewe Advisors LLC | 0.02% | No change | 5,000 | $142K |
| Cwm, LLC | 0.00% | Reduce -45.2% | 4,921 | $139K |
| Sands Capital Alternatives, LLC | 0.04% | Reduce -9.9% | 4,453 | $126K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -4.3% | 4,245 | $120K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -63.6% | 4,000 | $113K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -18.8% | 3,987 | $113K |
| State of Wyoming | 0.02% | New | 3,842 | $109K |
| International Assets Investment Management, LLC | 0.01% | No change | 3,390 | $96K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.2% | 3,246 | $92K |
| Ostrum Asset Management | 0.01% | Add +1.3% | 3,080 | $87K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.6% | 3,077 | $87K |
| CoreCap Advisors, LLC | 0.00% | New | 3,032 | $86K |
| Allworth Financial LP | 0.00% | Add +1.4% | 2,964 | $84K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | New | 2,900 | $82K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,575 | $73K |
| Bogart Wealth, LLC | 0.00% | Reduce -36.8% | 2,573 | $73K |
| Covestor Ltd | 0.04% | Add +4.6% | 2,355 | $67K |
| FNY Investment Advisers, LLC | 0.03% | New | 2,350 | $66K |
| Truvestments Capital LLC | 0.02% | New | 2,279 | $65K |
| Whittier Trust Co. | 0.00% | No change | 2,279 | $64K |
| Quantbot Technologies LP | 0.00% | Reduce -97.4% | 2,169 | $61K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,077 | $59K |
| Farther Finance Advisors, LLC | 0.00% | Add +32.3% | 2,033 | $58K |
| Your Advocates Ltd., LLP | 0.02% | No change | 2,000 | $57K |
| Global Retirement Partners, LLC | 0.00% | New | 2,000 | $57K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -37.7% | 1,807 | $51K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -44.4% | 1,606 | $45K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.1% | 1,547 | $44K |
| Raleigh Capital Management Inc. | 0.02% | Add +93.4% | 1,491 | $42K |
| Jones Financial Companies LLLP | 0.00% | Add +11.6% | 1,506 | $42K |
| Canton Hathaway, LLC | 0.01% | Reduce -75.0% | 1,492 | $42K |
| LRI Investments, LLC | 0.00% | No change | 1,000 | $40K |
| GAMMA Investing LLC | 0.00% | Add +10.6% | 1,346 | $38K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 1,304 | $37K |
| Principal Securities, Inc. | 0.00% | Add +1.7% | 1,192 | $34K |
| Spire Wealth Management | 0.00% | Reduce -38.9% | 1,100 | $31K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 1,106 | $31K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -4.5% | 1,071 | $30K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,053 | $30K |
| Toth Financial Advisory Corp. | 0.00% | New | 1,000 | $28K |
| Avalon Trust Co | 0.00% | No change | 1,000 | $28K |
| NBT Bank, N.A. | 0.00% | New | 1,000 | $28K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,000 | $28K |
| Park Place Capital Corp | 0.01% | Reduce -3.2% | 967 | $27K |
| Montag A & Associates Inc. | 0.00% | No change | 930 | $26K |
| Nemes Rush Group LLC | 0.00% | No change | 1,000 | $25K |
| Huntington National Bank | 0.00% | Add +4.7% | 876 | $25K |
| First Horizon Advisors, Inc. | 0.00% | Add +38.0% | 839 | $24K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 750 | $21K |
| Colonial Trust Advisors | 0.00% | Add +50.0% | 750 | $21K |
| CI Investments Inc. | 0.00% | Add +0.3% | 706 | $20K |
| Lindbrook Capital, LLC | 0.00% | Add +101.4% | 701 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 698 | $20K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 700 | $19K |
| Eastern Bank | 0.00% | New | 650 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +157.4% | 623 | $17K |
| Avion Wealth | 0.00% | No change | 600 | $16K |
| Ossiam | 0.00% | New | 563 | $16K |
| American Capital Advisory, LLC | 0.01% | New | 532 | $15K |
| Beacon Capital Management, LLC | 0.00% | Add +430.0% | 530 | $15K |
| Ancora Advisors LLC | 0.00% | No change | 514 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -39.0% | 490 | $14K |
| TD Private Client Wealth LLC | 0.00% | No change | 471 | $13K |
| Signaturefd, LLC | 0.00% | Add +106.0% | 443 | $13K |
| PSI Advisors, LLC | 0.00% | New | 400 | $11K |
| Leonteq Securities AG | 0.00% | Reduce -10.3% | 385 | $11K |
| Fifth Third Bancorp | 0.00% | Add +12.8% | 326 | $9K |
| Venturi Wealth Management, LLC | 0.00% | No change | 318 | $9K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -3.7% | 313 | $9K |
| Blue Trust, Inc. | 0.00% | Add +414.8% | 314 | $8K |
| Coston, McIsaac & Partners | 0.00% | No change | 300 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -84.6% | 200 | $6K |
| Blume Capital Management, Inc. | 0.00% | No change | 200 | $6K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 200 | $6K |
| North Star Investment Management Corp. | 0.00% | New | 200 | $6K |
| Private Trust Co. NA | 0.00% | Reduce -4.4% | 196 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -59.3% | 183 | $5K |
| REAP Financial Group, LLC | 0.00% | Reduce -0.6% | 180 | $5K |
| Arax Advisory Partners | 0.00% | No change | 174 | $5K |
| Plato Investment Management Ltd | 0.00% | No change | 171 | $5K |
| Earned Wealth Advisors, LLC | 0.00% | New | 170 | $5K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 158 | $4K |
| Brooklyn Investment Group | 0.00% | New | 153 | $4K |
| Macroview Investment Management LLC | 0.00% | No change | 146 | $4K |
| Rakuten Securities, Inc. | 0.00% | Reduce -66.1% | 140 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 118 | $3K |
| Avior Wealth Management, LLC | 0.00% | No change | 105 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 103 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -17.2% | 96 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 67 | $3K |
| Criterion Capital Advisors, LLC | 0.00% | No change | 95 | $2K |
| Mather Group, Llc. | 0.00% | Reduce -70.5% | 86 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 75 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +29.1% | 71 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -56.6% | 56 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +10.0% | 55 | $2K |
| Rise Advisors, LLC | 0.00% | No change | 50 | $1K |
| Addison Advisors LLC | 0.00% | No change | 50 | $1K |
| SWAN Capital LLC | 0.00% | New | 45 | $1K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 40 | $1K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 37 | $1K |
| Hemington Wealth Management | 0.00% | New | 46 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 50 | $1K |
| Lazard Asset Management LLC | 0.00% | Reduce -25.5% | 70 | $1K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 30 | $850 |
| Quadrant Capital Group LLC | 0.00% | Add +250.0% | 28 | $793 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -4.5% | 21 | $595 |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 20 | $567 |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 20 | $567 |
| Cornerstone Planning Group LLC | 0.00% | New | 17 | $511 |
| Fairscale Capital, LLC | 0.00% | No change | 16 | $453 |
| Financial Freedom, LLC | 0.00% | No change | 15 | $425 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 13 | $369 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $283 |
| Pacer Advisors, Inc. | 0.00% | New | 10 | $283 |
| Manchester Capital Management LLC | 0.00% | No change | 9 | $255 |
| Country Trust Bank | 0.00% | No change | 7 | $198 |
| MV Capital Management, Inc. | 0.00% | Reduce -25.0% | 6 | $170 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 4 | $113 |
| CVA Family Office, LLC | 0.00% | No change | 1 | $28 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -11.1% | 16 | $0 |
"% of holder's portfolio" is TOST's weight in each manager's 13F, not the share of Toast Inc. Class A the manager owns.