Toast Inc. Class ATOST
13F holders, Q2 2026 (June 30)774holders +13
119new positions
111sold out
9famous investors
$27.84avg. 13F price*
At the end of Q2 2026, 774 institutions reported holding Toast Inc. Class A (TOST) in their 13F filings, up 13 from Q1 2026. 119 opened new positions and 111 sold out. The largest holders were BlackRock, Inc. ($1.4B), FMR LLC ($932.8M) and Capital International Investors ($744.0M). 9 famous investors held it, including Mason Morfit (7.0% of ValueAct Capital's portfolio), Cathie Wood (0.3% of ARK Investment Management's portfolio) and Ray Dalio (0.2% of Bridgewater Associates's portfolio).
- Company
- Toast Inc. Class A
- CUSIP
- 888787108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $375.1M |
| Exits | 111 | $391.3M |
All 13F filers, Q1 2026 → Q2 2026: 94,391,330 shares bought and 64,140,873 shares sold, net +30,250,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 774 holders
| BlackRock, Inc. | 0.02% | Add +79.4% | 48,745,880 | $1.4B |
| FMR LLC | 0.04% | Add +5.7% | 33,528,155 | $932.8M |
| Capital International Investors | 0.15% | Reduce -12.6% | 26,744,340 | $744.0M |
| Vanguard Portfolio Management LLC | 0.03% | Add +9.0% | 22,085,011 | $614.4M |
| Vanguard Capital Management LLC | 0.01% | Reduce -0.7% | 21,905,520 | $609.4M |
| JPMorgan Chase & Co. | 0.03% | Add +0.4% | 16,843,519 | $475.0M |
| State Street Corp. | 0.01% | Add +66.4% | 16,888,718 | $469.8M |
| Principal Financial Group Inc. | 0.21% | Add +90.1% | 15,164,024 | $421.9M |
| ValueAct Capital | 6.98% | Add +9.6% | 14,134,038 | $393.2M |
| Morgan Stanley | 0.02% | Reduce -2.3% | 11,392,209 | $316.9M |
| Geode Capital Management, LLC | 0.02% | Add +8.6% | 9,754,026 | $289.8M |
| Alliancebernstein L.P. | 0.10% | Reduce -40.0% | 10,895,417 | $288.8M |
| Balyasny Asset Management L.P. | 0.37% | Add +220.8% | 7,126,975 | $198.3M |
| Citadel Advisors | 0.11% | Add +1213.0% | 6,866,389 | $191.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Add +0.0% | 6,861,646 | $190.9M |
| T. Rowe Price Associates Inc. | 0.02% | Add +40.8% | 6,348,787 | $176.6M |
| UBS Group AG | 0.03% | Reduce -11.7% | 5,815,906 | $161.8M |
| Norges Bank | 0.02% | — | 5,765,060 | $160.4M |
| Bank of America Corp. | 0.01% | Add +5.0% | 5,111,691 | $142.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Add +2.1% | 4,744,628 | $132.0M |
| XN LP | 3.21% | Reduce -32.6% | 4,389,160 | $122.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +51.7% | 4,233,525 | $117.8M |
| Northern Trust Corp. | 0.01% | Add +41.8% | 4,112,230 | $114.4M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +17.1% | 4,053,255 | $112.8M |
| Gilder Gagnon Howe & Co. LLC | 1.14% | Reduce -2.8% | 3,957,072 | $110.1M |
| Amova Asset Management Americas, Inc. | 1.35% | Reduce -1.3% | 3,769,156 | $104.9M |
| HMI Capital Management, L.P. | 14.21% | Reduce -8.1% | 3,504,744 | $97.5M |
| Amundi | 0.02% | Add +5.1% | 3,497,735 | $97.3M |
| Meritage Group LP | 3.68% | Add +0.6% | 3,432,027 | $95.5M |
| Nordea Investment Management AB | 0.07% | Add +48.5% | 3,294,166 | $91.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +11.8% | 3,058,506 | $85.1M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +0.5% | 3,055,579 | $85.0M |
| Lead Edge Capital Management, LLC | 15.27% | Add +131.3% | 3,021,216 | $84.1M |
| Jennison Associates LLC | 0.05% | Reduce -15.4% | 2,730,780 | $76.0M |
| Federated Hermes, Inc. | 0.11% | Reduce -11.9% | 2,692,637 | $74.9M |
| Bank of New York Mellon Corp | 0.01% | Add +74.2% | 2,597,350 | $72.3M |
| American Century Companies Inc. | 0.03% | Reduce -3.8% | 2,498,487 | $69.5M |
| Eventide Asset Management, LLC | 0.93% | Add +0.2% | 2,494,706 | $69.4M |
| Wellington Management Group LLP | 0.01% | Add +131.9% | 2,456,114 | $68.3M |
| Wells Fargo & Company | 0.01% | Add +125.7% | 2,218,469 | $61.7M |
| Stephens Investment Management Group LLC | 0.65% | Add +8.0% | 2,170,232 | $60.4M |
| Edmond DE Rothschild Holding S.A. | 0.77% | Add +2.4% | 2,112,357 | $58.8M |
| Citigroup Inc. | 0.03% | Add +53.3% | 2,059,932 | $57.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +8.1% | 1,992,308 | $55.4M |
| Zevenbergen Capital Investments LLC | 1.27% | Add +12.3% | 1,992,026 | $55.4M |
| Junto Capital Management LP | 1.00% | New | 1,952,539 | $54.3M |
| Renaissance Technologies | 0.07% | Reduce -55.2% | 1,935,128 | $53.8M |
| ARK Investment Management | 0.34% | Add +2.7% | 1,859,887 | $51.7M |
| BNP Paribas Financial Markets | 0.03% | Reduce -14.5% | 1,778,694 | $49.5M |
| Kensico Capital Management Corp. | 0.79% | New | 1,659,800 | $46.2M |
| Park West Asset Management LLC | 3.12% | Add +121.3% | 1,642,010 | $45.7M |
| SG Americas Securities, LLC | 0.03% | Add +273.5% | 1,621,492 | $45.1M |
| NZS Capital, LLC | 1.16% | Add +9.1% | 1,610,331 | $44.8M |
| Barclays PLC | 0.01% | Add +45.3% | 1,479,174 | $41.2M |
| Marshall Wace, LLP | 0.03% | Reduce -49.3% | 1,470,827 | $40.9M |
| Bridgewater Associates | 0.16% | Add +323.7% | 1,428,975 | $39.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -7.0% | 1,415,140 | $39.4M |
| Blair William & Co. | 0.10% | Reduce -8.7% | 1,405,951 | $39.1M |
| Westfield Capital Management Co. LP | 0.12% | Reduce -23.3% | 1,373,221 | $38.2M |
| Capital Impact Advisors, LLC | 2.09% | Add +461.7% | 1,338,338 | $37.2M |
| Swiss National Bank | 0.02% | Reduce -2.6% | 1,324,400 | $36.8M |
| Nuveen, LLC | 0.01% | Reduce -16.5% | 1,323,148 | $36.8M |
| Champlain Investment Partners, LLC | 0.94% | Reduce -57.2% | 1,313,974 | $36.6M |
| 12 West Capital Management LP | 6.49% | No change | 1,247,840 | $34.7M |
| Alkeon Capital Management LLC | 0.13% | No change | 1,238,096 | $34.4M |
| Congress Asset Management Co. | 0.21% | Add +9.9% | 1,199,504 | $33.4M |
| First Trust Advisors LP | 0.02% | Add +14.5% | 1,182,752 | $32.9M |
| Light Street Capital Management, LLC | 3.82% | New | 1,167,500 | $32.5M |
| Philosophy Capital Management LLC | 3.07% | New | 1,150,000 | $32.0M |
| Keenan Capital, LLC | 6.14% | New | 1,115,979 | $31.0M |
| Victory Capital Management Inc. | 0.02% | Add +16.5% | 1,084,178 | $30.2M |
| Legal & General Group Plc | 0.01% | Add +1.7% | 1,073,031 | $29.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +102.9% | 1,065,125 | $29.6M |
| D. E. Shaw & Co. | 0.02% | Reduce -56.9% | 1,039,379 | $28.9M |
| Man Group plc | 0.05% | Reduce -4.2% | 1,034,339 | $28.8M |
| AQR Capital Management | 0.01% | Add +14.1% | 1,029,079 | $28.6M |
| Rhumbline Advisers | 0.02% | Add +38.3% | 1,005,708 | $28.0M |
| Invesco Ltd. | 0.00% | Add +49.2% | 979,037 | $27.2M |
| Assenagon Asset Management S.A. | 0.04% | Add +47.4% | 970,799 | $27.0M |
| Trexquant Investment LP | 0.16% | Reduce -49.1% | 956,738 | $26.6M |
| Capital Fund Management S.A. | 0.19% | Reduce -3.4% | 949,098 | $26.4M |
| Deutsche Bank AG | 0.01% | Add +2.9% | 900,290 | $25.0M |
| Susquehanna Fundamental Investments, LLC | 0.46% | Add +63.2% | 879,896 | $24.5M |
| Longaeva Partners L.P. | 0.70% | Reduce -7.2% | 872,976 | $24.3M |
| Stony Point Capital LLC | 1.54% | Add +3.4% | 848,336 | $23.6M |
| Armistice Capital, LLC | 0.62% | Add +40.4% | 810,830 | $22.6M |
| Great Point Wealth Advisors, LLC | 3.62% | New | 806,646 | $22.4M |
| Raymond James Financial Inc. | 0.01% | Add +14.8% | 787,934 | $21.9M |
| Crawford Fund Management, LLC | 6.62% | Add +48.1% | 775,836 | $21.6M |
| Fiera Capital Corp | 0.08% | Reduce -42.6% | 774,818 | $21.6M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -3.9% | 759,400 | $21.1M |
| California Public Employees Retirement System | 0.01% | Add +7.5% | 722,530 | $20.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.8% | 691,053 | $19.2M |
| Jupiter Topco LLC | 0.01% | — | 686,669 | $19.1M |
| Granahan Investment Management, LLC | 0.68% | Add +71.8% | 685,751 | $19.1M |
| Primecap Management Co. | 0.01% | Add +41.5% | 674,300 | $18.8M |
| Apis Capital Advisors, LLC | 1.79% | Add +5.1% | 662,000 | $18.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +12.3% | 653,385 | $18.2M |
| California State Teachers Retirement System | 0.02% | Reduce -1.4% | 643,562 | $17.9M |
| Delta Global Management LP | 1.93% | Reduce -32.0% | 638,477 | $17.8M |
| Millennium Management | 0.01% | Reduce -86.7% | 630,594 | $17.5M |
| Nixon Capital, LLC | 5.53% | Add +64.1% | 622,725 | $17.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -33.4% | 595,954 | $16.6M |
| Distillate Capital Partners LLC | 0.79% | Add +1.5% | 546,140 | $15.2M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -30.0% | 527,304 | $14.7M |
| Teacher Retirement System of Texas | 0.04% | Reduce -20.0% | 526,071 | $14.6M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.2% | 513,260 | $14.3M |
| Gillson Capital LP | 0.81% | New | 495,752 | $13.8M |
| New York State Common Retirement Fund | 0.02% | Add +1.2% | 486,639 | $13.5M |
| Retirement Systems of Alabama | 0.04% | New | 485,775 | $13.5M |
| Night Squared LP | 1.43% | Reduce -10.3% | 477,191 | $13.3M |
| Bank of Nova Scotia | 0.02% | Add +1322.2% | 470,089 | $13.1M |
| State of Wisconsin Investment Board | 0.03% | Reduce -2.3% | 448,784 | $12.5M |
| 1832 Asset Management L.P. | 0.01% | Reduce -74.7% | 438,300 | $12.2M |
| Sei Investments Co. | 0.01% | Add +23.0% | 429,776 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Add +607.4% | 422,258 | $11.7M |
| Arohi Asset Management PTE Ltd. | 4.23% | Reduce -21.4% | 415,737 | $11.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +26.0% | 409,146 | $11.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -1.6% | 405,269 | $11.3M |
| Terril Brothers, Inc. | 2.91% | Add +248.4% | 404,955 | $11.3M |
| Royal Bank of Canada | 0.00% | Reduce -34.2% | 402,659 | $11.2M |
| Hamilton Lane Advisors LLC | 7.50% | No change | 400,490 | $11.1M |
| Riverbridge Partners LLC | 0.31% | Reduce -13.1% | 399,492 | $11.1M |
| Aviva PLC | 0.02% | Add +1.6% | 392,085 | $10.9M |
| Ossiam | 0.14% | New | 379,660 | $10.6M |
| LPL Financial LLC | 0.00% | Add +33.7% | 368,401 | $10.2M |
| Sands Capital Alternatives, LLC | 1.65% | Add +21.0% | 364,879 | $10.2M |
| Korea Investment CORP | 0.02% | Add +117.0% | 363,826 | $10.1M |
| TFJ Management, LLC | 6.36% | Add +455.5% | 350,565 | $9.8M |
| Whetstone Capital Advisors, LLC | 2.48% | Add +0.2% | 336,853 | $9.4M |
| SCS Capital Management LLC | 0.08% | Add +1.5% | 298,212 | $8.3M |
| Mirova | 0.30% | Add +240.7% | 295,993 | $8.2M |
| HSBC Holdings PLC | 0.00% | Add +2.9% | 292,839 | $8.2M |
| State of Michigan Retirement System | 0.04% | Add +60.0% | 292,900 | $8.1M |
| Quantinno Capital Management LP | 0.01% | Reduce -11.4% | 292,009 | $8.1M |
| Penserra Capital Management LLC | 0.06% | Reduce -0.6% | 290,074 | $8.1M |
| Westbourne Investment Advisors, Inc. | 2.20% | Add +19.2% | 287,405 | $8.0M |
| Cander Asset Management LP | 1.47% | Reduce -45.1% | 283,470 | $7.9M |
| Rothschild Investment LLC | 0.29% | Add +49.1% | 283,251 | $7.9M |
| Arkfeld Wealth Strategies, L.L.C. | 2.33% | Add +138.8% | 264,821 | $7.8M |
| Triavera Capital LLC | 4.24% | New | 280,000 | $7.8M |
| Campbell Capital Management Inc. | 2.74% | Reduce -0.5% | 274,436 | $7.6M |
| Mayar Capital Ltd. | 8.06% | Add +88.1% | 258,200 | $7.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +7.3% | 256,272 | $7.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +5.7% | 255,363 | $7.1M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.10% | No change | 253,331 | $7.0M |
| Glynn Capital Management LLC | 1.93% | Reduce -41.4% | 252,629 | $7.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +3.5% | 252,406 | $7.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1311.9% | 244,370 | $7.0M |
| DNB Asset Management AS | 0.02% | Add +168.9% | 252,052 | $7.0M |
| Franklin Resources Inc. | 0.00% | Reduce -56.8% | 251,263 | $7.0M |
| Independent Family Office, LLC | 2.79% | No change | 250,000 | $7.0M |
| Motley Fool Asset Management LLC | 0.27% | Reduce -9.4% | 247,505 | $6.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.7% | 244,842 | $6.8M |
| Abn Amro Investment Solutions | 0.06% | Add +2.2% | 236,252 | $6.6M |
| Flight Deck Capital, LP | 3.19% | Add +51.2% | 236,062 | $6.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +809.4% | 231,127 | $6.4M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -11.4% | 229,828 | $6.4M |
| Stifel Financial Corp. | 0.01% | Reduce -6.8% | 227,413 | $6.3M |
| Vanguard Investments Australia, Ltd. | 0.02% | Add +4.7% | 224,572 | $6.2M |
| Danske Bank A/S | 0.01% | Reduce -3.1% | 224,328 | $6.2M |
| Amalgamated Bank | 0.04% | Add +501.9% | 220,708 | $6.1M |
| Voya Investment Management LLC | 0.01% | Reduce -56.7% | 211,142 | $5.9M |
| Mariner, LLC | 0.01% | Reduce -24.6% | 208,057 | $5.8M |
| Bank of Montreal | 0.00% | Add +680.5% | 204,276 | $5.7M |
| Voleon Capital Management LP | 0.10% | Reduce -51.9% | 204,101 | $5.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.4% | 202,984 | $5.6M |
| Aristides Capital LLC | 1.44% | Add +39.0% | 201,480 | $5.6M |
| Edgestream Partners, L.P. | 0.16% | Add +4.4% | 197,727 | $5.5M |
| Empowered Funds, LLC | 0.03% | Reduce -0.4% | 197,023 | $5.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -29.8% | 196,854 | $5.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +58.8% | 195,645 | $5.4M |
| Composition Wealth, LLC | 0.06% | Add +0.9% | 193,794 | $5.4M |
| Schonfeld Strategic Advisors LLC | 0.03% | New | 188,658 | $5.2M |
| Gotham Asset Management | 0.01% | Add +54.1% | 184,453 | $5.1M |
| Aquatic Capital Management LLC | 0.17% | New | 183,195 | $5.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -7.9% | 182,406 | $5.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -6.1% | 181,896 | $5.1M |
| Nomura Holdings Inc. | 0.02% | Reduce -41.6% | 179,076 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +21.6% | 181,595 | $4.9M |
| Macquarie Group Ltd. | 0.02% | Add +2.1% | 176,502 | $4.9M |
| McGowan Group Asset Management, Inc. | 0.60% | Add +0.1% | 176,307 | $4.9M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -1.1% | 175,150 | $4.9M |
| Mutual of America Capital Management LLC | 0.05% | New | 174,421 | $4.9M |
| Peak Retirement Planning, Inc. | 0.77% | Add +53.1% | 173,678 | $4.8M |
| KLP Kapitalforvaltning As | 0.02% | No change | 171,400 | $4.8M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.0% | 171,397 | $4.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.1% | 170,716 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.7% | 165,939 | $4.6M |
| Nykredit A/S | 0.02% | — | 165,723 | $4.6M |
| Citizens Business Bank | 0.69% | New | 165,425 | $4.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -80.3% | 164,179 | $4.6M |
| Globeflex Capital L P | 0.58% | Add +0.3% | 162,676 | $4.5M |
| Thrive Capital Management, LLC | 0.83% | Add +19.6% | 157,397 | $4.4M |
| Sora Investors LLC | 0.34% | Add +10.0% | 157,139 | $4.4M |
| Meeder Asset Management Inc. | 0.22% | Add +706.4% | 155,103 | $4.3M |
| LB Partners LLC | 2.94% | New | 155,000 | $4.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.7% | 154,043 | $4.3M |
| Handelsbanken Fonder AB | 0.01% | Add +12.0% | 151,500 | $4.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Reduce -25.1% | 151,300 | $4.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -0.5% | 150,130 | $4.2M |
| Soviero Asset Management, LP | 2.02% | Add +50.0% | 150,000 | $4.2M |
| CastleKnight Management LP | 0.15% | Add +11.2% | 149,442 | $4.2M |
| Andra AP-fonden | 0.05% | Reduce -63.3% | 146,667 | $4.1M |
| Investment Management Corp of Ontario | 0.05% | Reduce -2.1% | 146,272 | $4.1M |
| OP Asset Management Ltd | 0.04% | Add +5.3% | 145,927 | $4.1M |
| Natixis Advisors, LLC | 0.00% | Add +8.2% | 142,361 | $4.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Add +3.3% | 141,799 | $3.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.0% | 139,321 | $3.9M |
| Mn Services Vermogensbeheer B.V. | 0.03% | Reduce -18.5% | 137,383 | $3.8M |
| Louisiana State Employees Retirement System | 0.06% | New | 137,300 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +1.1% | 137,285 | $3.8M |
| Sea Cliff Partners Management, LP | 1.68% | New | 136,264 | $3.8M |
| Apollon Wealth Management, LLC | 0.05% | New | 135,683 | $3.8M |
| Lido Advisors, LLC | 0.01% | Add +11.6% | 135,261 | $3.8M |
| Arizona State Retirement System | 0.02% | Add +7.4% | 135,213 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -17.8% | 134,550 | $3.7M |
| Brevan Howard Capital Management LP | 0.06% | Add +3.8% | 133,921 | $3.7M |
| Xponance LLC | 0.02% | Add +20.2% | 133,806 | $3.7M |
| Landscape Capital Management, L.L.C. | 0.24% | Add +431.6% | 132,686 | $3.7M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +0.0% | 131,886 | $3.7M |
| Cibc World Market Inc. | 0.01% | New | 132,130 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.1% | 131,650 | $3.7M |
| Yousif Capital Management, LLC | 0.04% | New | 130,130 | $3.6M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1.45% | Add +46.1% | 130,000 | $3.6M |
| Creative Planning | 0.00% | Reduce -27.7% | 128,015 | $3.6M |
| Asio Capital, LLC | 0.45% | Add +9.7% | 126,948 | $3.5M |
| Commerce Bank | 0.02% | Reduce -46.0% | 125,430 | $3.5M |
| Ellerson Group Inc. | 2.04% | Add +0.8% | 124,230 | $3.5M |
| Vestcor Inc | 0.09% | Reduce -6.2% | 124,133 | $3.5M |
| Odyssean, LLC | 0.54% | Add +144.1% | 119,775 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 118,619 | $3.3M |
| Fifth Third Bancorp | 0.01% | Add +290.2% | 117,699 | $3.3M |
| Ieq Capital, LLC | 0.01% | Reduce -1.4% | 115,685 | $3.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | New | 112,414 | $3.1M |
| Calamos Advisors LLC | 0.02% | New | 112,000 | $3.1M |
| Optiver Holding B.V. | 0.04% | Reduce -34.6% | 109,098 | $3.0M |
| Nomura Asset Management International Inc. | 0.00% | No change | 108,762 | $3.0M |
| Udine Wealth Management, Inc. | 1.24% | New | 108,293 | $3.0M |
| Quent Capital, LLC | 0.18% | Add +0.3% | 107,370 | $3.0M |
| Erste Asset Management GmbH | 0.02% | Add +3.9% | 105,997 | $3.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | New | 105,290 | $2.9M |
| IFM Investors Pty Ltd | 0.02% | Add +18.4% | 102,851 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.8% | 102,139 | $2.8M |
| Cerity Partners LLC | 0.00% | Reduce -4.2% | 101,626 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -53.0% | 101,326 | $2.8M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +2.3% | 97,183 | $2.7M |
| Oregon Public Employees Retirement Fund | 0.03% | New | 97,000 | $2.7M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -0.1% | 96,485 | $2.7M |
| LBP Am SA | 0.03% | Add +1.9% | 96,427 | $2.7M |
| Fideuram Asset Management (Ireland) dac | 0.05% | Add +350.9% | 104,667 | $2.6M |
| Moran Wealth Management, LLC | 0.07% | Add +107.5% | 93,050 | $2.6M |
| KBC Group NV | 0.01% | Reduce -14.6% | 92,470 | $2.6M |
| TD Asset Management Inc | 0.00% | Add +4.0% | 91,194 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Add +217.1% | 90,370 | $2.5M |
| SEB Asset Management AB | 0.01% | Add +1.6% | 90,155 | $2.5M |
| DC Investments Management, LLC | 0.84% | New | 88,457 | $2.5M |
| Ameritas Investment Partners, Inc. | 0.06% | New | 86,400 | $2.4M |
| PDT Partners, LLC | 0.13% | No change | 86,356 | $2.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.02% | Add +11.2% | 85,660 | $2.4M |
| Summit Place Financial Advisors, LLC | 1.04% | Add +8.3% | 85,070 | $2.4M |
| Nano Cap New Millennium Growth Fund L P | 1.80% | Add +23.5% | 84,000 | $2.3M |
| Scholtz & Company, LLC | 1.16% | New | 83,417 | $2.3M |
| BloombergSen Inc. | 0.26% | Add +22.3% | 82,479 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Add +13.3% | 81,659 | $2.3M |
| Klein Pavlis & Peasley Financial, Inc. | 1.16% | Add +18.3% | 80,204 | $2.2M |
| Taylor Frigon Capital Management LLC | 1.04% | Add +0.1% | 79,581 | $2.2M |
| Crestwood Capital Management, L.P. | 1.35% | Reduce -1.1% | 74,212 | $2.1M |
| National Pension Service | 0.00% | Reduce -10.6% | 73,446 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +4.7% | 73,189 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | Reduce -42.2% | 72,915 | $2.0M |
| Dnca Finance | 0.10% | Add +8.4% | 72,600 | $2.0M |
| Baxter Bros Inc. | 0.23% | Add +92.9% | 72,110 | $2.0M |
| Emmett Investment Management, LP | 1.39% | New | 68,800 | $2.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +10.6% | 70,690 | $2.0M |
| Bouvel Investment Partners, LLC | 0.44% | New | 69,623 | $1.9M |
| Redmond Asset Management, LLC | 0.47% | New | 68,406 | $1.9M |
| Vident Advisory, LLC | 0.01% | Add +12.5% | 68,211 | $1.9M |
| Focus Partners Wealth | 0.00% | Reduce -29.7% | 67,611 | $1.9M |
| WCM Investment Management, LLC | 0.00% | Add +20.7% | 66,440 | $1.9M |
| Capricorn Fund Managers Ltd | 0.15% | New | 66,800 | $1.9M |
| Toronto Dominion Bank | 0.00% | Add +7.9% | 66,323 | $1.8M |
| Mediolanum International Funds Ltd | 0.02% | Reduce -43.4% | 65,511 | $1.8M |
| Waterloo Capital, L.P. | 0.10% | New | 65,572 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.12% | Add +0.0% | 65,005 | $1.8M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +6.4% | 63,900 | $1.8M |
| Quantitative Investment Management, LLC | 0.19% | Add +120.1% | 63,823 | $1.8M |
| Choreo, LLC | 0.02% | Add +0.1% | 63,354 | $1.8M |
| Arax Advisory Partners | 0.01% | New | 63,176 | $1.8M |
| Axq Capital, LP | 0.19% | New | 62,778 | $1.7M |
| Mirador Capital Partners LP | 0.21% | Add +1.2% | 62,578 | $1.7M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +134.4% | 62,574 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -17.7% | 62,461 | $1.7M |
| Catalyst Funds Management Pty Ltd | 0.10% | Reduce -56.7% | 62,158 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | New | 61,282 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -9.4% | 61,237 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Add +30.1% | 60,565 | $1.7M |
| Jefferies Financial Group Inc. | 0.02% | New | 60,273 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +106.5% | 60,157 | $1.7M |
| Entropy Technologies, LP | 0.07% | New | 59,990 | $1.7M |
| Nia Impact Advisors, LLC | 0.68% | Reduce -11.8% | 59,251 | $1.6M |
| Allstate Corp. | 0.02% | Reduce -52.3% | 58,617 | $1.6M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -11.0% | 58,420 | $1.6M |
| Wisconsin Capital Management LLC | 0.77% | Add +7.4% | 58,200 | $1.6M |
| Chesley Taft & Associates LLC | 0.06% | New | 57,600 | $1.6M |
| M&T Bank Corp | 0.00% | Reduce -0.2% | 57,595 | $1.6M |
| Mainstream Capital Management LLC | 0.95% | Reduce -1.1% | 56,794 | $1.6M |
| Lavelle Capital LP | 0.78% | No change | 55,000 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -62.5% | 54,226 | $1.5M |
| QRG Capital Management, Inc. | 0.01% | Add +0.1% | 53,476 | $1.5M |
| Centiva Capital, LP | 0.05% | New | 52,165 | $1.5M |
| Daiwa Securities Group Inc. | 0.00% | Add +1.4% | 51,322 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +454.3% | 51,196 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +22.5% | 50,993 | $1.4M |
| Aigen Investment Management, LP | 0.39% | New | 50,646 | $1.4M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +41.1% | 50,365 | $1.4M |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -98.7% | 50,278 | $1.4M |
| Bessemer Group Inc. | 0.00% | Add +14.2% | 50,177 | $1.4M |
| Mork Capital Management, LLC | 0.89% | New | 50,000 | $1.4M |
| Diversified Trust Co. | 0.02% | Add +44.3% | 49,783 | $1.4M |
| Candriam S.C.A. | 0.01% | Add +6.3% | 49,825 | $1.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -0.6% | 49,757 | $1.4M |
| Pinebridge Investments LLC | 0.01% | Reduce -22.4% | 49,419 | $1.4M |
| American Capital Advisory, LLC | 0.50% | Add +51.0% | 49,241 | $1.4M |
| Dark Forest Capital Management LP | 0.09% | Reduce -85.3% | 49,018 | $1.4M |
| WoodTrust Financial Corp | 0.16% | Add +4.4% | 47,550 | $1.3M |
| Chapman Financial Group, LLC | 0.88% | Reduce -0.8% | 47,554 | $1.3M |
| Fiduciary Financial Group, LLC | 0.15% | Reduce -0.0% | 46,771 | $1.3M |
| Dockside LLC | 0.30% | — | 46,480 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.5% | 46,392 | $1.3M |
| Register Financial Advisors LLC | 0.40% | Add +73.3% | 46,350 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | New | 46,200 | $1.3M |
| Royal Fund Management, LLC | 0.11% | Add +14.5% | 45,800 | $1.3M |
| Inspire Advisors, LLC | 0.09% | Add +105.8% | 45,731 | $1.3M |
| Summit Financial, LLC | 0.01% | Add +0.4% | 45,336 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +1.8% | 44,679 | $1.2M |
| TBH Global Asset Management, LLC | 0.23% | Reduce -3.9% | 44,274 | $1.2M |
| Kampmann Melissa S. | 0.92% | Reduce -12.3% | 43,709 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +644.4% | 43,191 | $1.2M |
| Moody National Bank Trust Division | 0.10% | Add +65.9% | 43,000 | $1.2M |
| Prelude Capital Management, LLC | 0.09% | Add +97.7% | 42,955 | $1.2M |
| Greenwood Gearhart LLC | 0.06% | No change | 42,740 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Add +54.4% | 41,663 | $1.2M |
| Keystone Financial Group | 0.07% | Add +14.9% | 41,230 | $1.1M |
| Jump Financial, LLC | 0.01% | Add +401.2% | 40,800 | $1.1M |
| Bridger Management, LLC | 0.75% | No change | 40,392 | $1.1M |
| &partners | 0.00% | Add +16.8% | 39,602 | $1.1M |
| Oak Thistle LLC | 0.11% | New | 39,482 | $1.1M |
| Sit Investment Associates Inc. | 0.02% | No change | 39,420 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +306.7% | 38,715 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -97.0% | 38,442 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -20.9% | 38,013 | $1.1M |
| Swedbank AB | 0.00% | Add +354.9% | 37,839 | $1.1M |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -54.2% | 37,643 | $1.0M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 37,561 | $1.0M |
| Securian Asset Management, Inc. | 0.04% | New | 34,670 | $1.0M |
| Blueshift Asset Management, LLC | 0.24% | Add +152.7% | 36,551 | $1.0M |
| Brasada Capital Management, LP | 0.18% | Add +18.3% | 35,500 | $988K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -2.6% | 35,179 | $978K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -60.2% | 34,975 | $973K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 36,630 | $967K |
| Inspire Investing, LLC | 0.04% | New | 34,116 | $949K |
| Lazard Asset Management LLC | 0.00% | Add +40.3% | 33,894 | $943K |
| Assetmark, Inc. | 0.00% | Reduce -19.2% | 33,850 | $942K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.3% | 33,660 | $936K |
| Azzad Asset Management Inc. | 0.08% | Reduce -34.5% | 33,233 | $925K |
| Saudi Central Bank | 0.01% | Add +93.0% | 33,013 | $918K |
| Neuberger Berman Group LLC | 0.00% | Add +1.6% | 32,939 | $916K |
| Ascent Group, LLC | 0.03% | Add +10.2% | 32,929 | $916K |
| Neo Ivy Capital Management | 0.21% | Reduce -64.8% | 32,804 | $913K |
| Brookstone Capital Management | 0.01% | New | 32,341 | $900K |
| S.A. Mason LLC | 0.28% | Add +10.3% | 32,245 | $897K |
| Harbor Capital Advisors, Inc. | 0.06% | New | 31,376 | $873K |
| Values First Advisors, Inc. | 0.40% | Add +2.8% | 31,304 | $871K |
| Summit Trail Advisors, LLC | 0.01% | Add +8.0% | 31,176 | $867K |
| Gateway Investment Advisers LLC | 0.01% | New | 30,868 | $859K |
| Hohimer Wealth Management, LLC | 0.09% | New | 30,780 | $856K |
| Lighthouse Financial Services Inc. | 0.18% | Add +0.7% | 29,648 | $851K |
| Talon Private Wealth, LLC | 0.10% | New | 30,098 | $837K |
| Firsthand Capital Management, Inc. | 1.33% | Reduce -50.0% | 30,000 | $835K |
| Kentucky Retirement Systems | 0.02% | New | 29,240 | $813K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +13.7% | 28,910 | $804K |
| IFP Advisors, Inc | 0.01% | Reduce -6.8% | 28,809 | $801K |
| Prudential PLC | 0.01% | Add +200.0% | 28,513 | $793K |
| NorthCoast Asset Management LLC | 0.02% | Reduce -2.8% | 28,244 | $786K |
| BBR Partners, LLC | 0.04% | No change | 27,649 | $769K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.6% | 27,499 | $765K |
| Oppenheimer & Co. Inc. | 0.01% | New | 27,496 | $765K |
| Rakuten Investment Management, Inc. | 0.00% | Add +17.3% | 27,135 | $764K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.5% | 27,052 | $753K |
| Osmosis Investment Management UK Ltd | 0.03% | Reduce -45.8% | 26,949 | $750K |
| Woodline Partners LP | 0.00% | Add +48.4% | 26,918 | $749K |
| Credit Agricole S A | 0.00% | Add +72.9% | 26,643 | $741K |
| Romano Brothers and Company | 0.07% | Reduce -10.9% | 25,838 | $719K |
| Silver Lake Advisory, LLC | 0.25% | Reduce -14.7% | 25,645 | $713K |
| Syon Capital LLC | 0.03% | Add +0.4% | 25,111 | $699K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.3% | 24,719 | $688K |
| Utah Retirement Systems | 0.01% | No change | 24,570 | $684K |
| Maryland State Retirement & Pension System | 0.01% | Add +10.3% | 24,437 | $680K |
| Brighton Jones LLC | 0.01% | Add +9.6% | 24,343 | $677K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.3% | 24,020 | $668K |
| Corient Private Wealth LP | 0.00% | Reduce -20.2% | 23,897 | $665K |
| Intech Investment Management LLC | 0.01% | Reduce -33.8% | 23,846 | $663K |
| Militia Capital Management LLC | 0.12% | New | 23,679 | $659K |
| CIBC Asset Management Inc | 0.00% | Add +3.4% | 23,629 | $657K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -1.5% | 23,584 | $656K |
| Legacy Advisors, LLC | 0.06% | Reduce -10.7% | 23,481 | $653K |
| Chicago Capital, LLC | 0.02% | Reduce -14.1% | 23,340 | $649K |
| Aviance Capital Partners, LLC | 0.07% | New | 23,108 | $643K |
| Cygnus Capital Advisors, LLC | 0.43% | New | 23,000 | $640K |
| Private Advisor Group, LLC | 0.00% | Reduce -78.5% | 22,837 | $635K |
| Wealth Enhancement Trust Services, Inc. | 0.07% | Reduce -21.5% | 22,615 | $629K |
| Atria Investments, Inc | 0.01% | Add +0.1% | 22,487 | $626K |
| Jane Street Group, LLC | 0.00% | Reduce -99.4% | 22,319 | $621K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -3.7% | 22,282 | $620K |
| Prosperity Financial Group, Inc. | 0.19% | Add +2.8% | 22,218 | $618K |
| Keybank National Association | 0.00% | Add +19.2% | 22,193 | $617K |
| Advisory Research Inc. | 0.06% | Add +0.7% | 21,952 | $611K |
| State of Wyoming | 0.06% | Reduce -71.6% | 21,824 | $607K |
| Counterpoint Mutual Funds LLC | 0.06% | Reduce -34.1% | 21,276 | $592K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -19.1% | 21,193 | $590K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +49.9% | 20,593 | $573K |
| Tamar Securities, LLC | 0.05% | Add +33.5% | 20,360 | $566K |
| Twinbeech Capital LP | 0.10% | New | 20,250 | $563K |
| Panagora Asset Management Inc. | 0.00% | Reduce -87.9% | 20,118 | $560K |
| Truist Financial Corp. | 0.00% | Reduce -33.1% | 20,054 | $558K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.4% | 19,503 | $543K |
| Whalen Wealth Management Inc. | 0.24% | Add +15.1% | 19,425 | $540K |
| Cherry Creek Investment Advisors, Inc. | 0.21% | Add +153.1% | 19,411 | $540K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 19,300 | $537K |
| Clifford Group, LLC | 0.37% | New | 18,986 | $528K |
| Peloton Wealth Strategists | 0.20% | Add +19.0% | 18,800 | $523K |
| Intrepid Capital Management Inc. | 0.21% | No change | 18,295 | $509K |
| Machina Capital S.A.S. | 0.08% | New | 18,093 | $503K |
| Tidal Investments LLC | 0.00% | Add +31.9% | 18,071 | $503K |
| Geneos Wealth Management Inc. | 0.01% | Add +17.8% | 17,900 | $498K |
| Praxis Investment Management Inc. | 0.03% | Add +44.5% | 17,864 | $497K |
| Capital Investment Counsel, Inc | 0.05% | No change | 17,800 | $495K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.5% | 17,786 | $495K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -10.8% | 17,738 | $493K |
| Third View Private Wealth, LLC | 0.06% | Add +70.4% | 17,646 | $491K |
| IHT Wealth Management, LLC | 0.01% | Add +7.9% | 17,539 | $488K |
| Trevian Wealth Management LLC | 0.21% | No change | 17,477 | $486K |
| Trivant Custom Portfolio Group, LLC | 0.26% | Add +6.0% | 17,470 | $486K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 17,400 | $484K |
| Advisory Services Network, LLC | 0.01% | Add +113.2% | 17,379 | $483K |
| Polymer Capital Management (US) LLC | 0.07% | Reduce -40.0% | 17,318 | $482K |
| Fox Run Management, L.L.C. | 0.08% | Add +6.8% | 16,899 | $470K |
| Enhancing Capital LLC | 0.32% | No change | 16,847 | $469K |
| Elevation Wealth Partners, LLC | 0.14% | Add +14.4% | 16,756 | $466K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -20.7% | 16,626 | $463K |
| Beck Mack & Oliver LLC | 0.01% | No change | 16,534 | $460K |
| J. Safra Sarasin Holding AG | 0.01% | Add +29.3% | 16,524 | $460K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | No change | 16,260 | $452K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -35.1% | 15,809 | $440K |
| Guggenheim Capital LLC | 0.00% | New | 15,708 | $437K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -8.7% | 15,707 | $437K |
| Prudential Financial Inc. | 0.00% | Add +55.2% | 16,680 | $434K |
| Unified Investment Management | 0.40% | New | 15,541 | $432K |
| Ostrum Asset Management | 0.02% | No change | 15,462 | $430K |
| Avondale Wealth Management | 0.17% | No change | 15,124 | $421K |
| BAM Wealth Management, LLC | 0.26% | Add +23.2% | 15,098 | $420K |
| Investment Management Corp. /Va/ | 0.34% | Add +1.0% | 14,787 | $411K |
| AlphaCore Capital LLC | 0.01% | New | 14,669 | $408K |
| Wynn Capital, LLC | 0.18% | Add +4.2% | 14,615 | $407K |
| Schroder Investment Management Group | 0.00% | Add +0.1% | 14,178 | $399K |
| LVW Advisors, LLC | 0.03% | Add +29.5% | 14,217 | $396K |
| Vontobel Holding Ltd. | 0.00% | Reduce -57.8% | 14,143 | $393K |
| Silver Oak Securities, Incorporated | 0.02% | Add +27.7% | 14,112 | $393K |
| Graham Capital Management, L.P. | 0.02% | New | 14,100 | $392K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -13.6% | 14,074 | $392K |
| Larson Financial Group LLC | 0.01% | Reduce -27.9% | 13,955 | $388K |
| Ritholtz Wealth Management | 0.01% | Add +71.7% | 13,892 | $386K |
| Principal Securities, Inc. | 0.00% | Add +49.5% | 13,791 | $384K |
| North Dakota State Investment Board | 0.02% | Add +1.7% | 13,775 | $383K |
| Clearstead Advisors, LLC | 0.00% | Add +3.9% | 13,696 | $381K |
| Carlson Financial, Inc. | 0.19% | Reduce -2.2% | 13,546 | $377K |
| Human Investing LLC | 0.05% | No change | 13,396 | $373K |
| Lombard Odier Asset Management (Switzerland) SA | 0.01% | No change | 13,339 | $371K |
| Yarbrough Capital, LLC | 0.01% | Reduce -75.5% | 13,202 | $367K |
| Cravens & Co Advisors, LLC | 0.24% | Reduce -28.7% | 12,859 | $358K |
| Keel Point, LLC | 0.02% | Reduce -3.9% | 12,833 | $357K |
| HB Wealth Management, LLC | 0.00% | Add +2.5% | 12,748 | $355K |
| Evolve Private Wealth, LLC | 0.02% | New | 12,633 | $351K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 12,609 | $351K |
| Oakmont Advisory Group, LLC | 0.29% | Add +0.6% | 12,537 | $349K |
| Canvas Wealth Advisors, LLC | 0.05% | New | 12,399 | $345K |
| Qtron Investments LLC | 0.05% | No change | 12,273 | $341K |
| National Bank of Canada | 0.00% | Add +8.5% | 12,170 | $339K |
| Cascade Investment Group, Inc. | 0.19% | Reduce -2.5% | 12,169 | $339K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Add +2.1% | 12,134 | $338K |
| EntryPoint Capital, LLC | 0.08% | No change | 11,932 | $332K |
| Boston Partners | 0.00% | New | 11,877 | $330K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 11,875 | $330K |
| Ar Asset Management Inc. | 0.06% | No change | 11,800 | $328K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 11,765 | $327K |
| UniSuper Management Pty Ltd | 0.00% | Add +39.8% | 11,467 | $319K |
| Bluebird Wealth Management LLC | 0.28% | No change | 11,440 | $318K |
| Gilbert & Cook, Inc. | 0.04% | New | 11,388 | $317K |
| Tortuga Wealth Management, Inc | 0.24% | Reduce -28.4% | 11,350 | $316K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.0% | 11,295 | $314K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -22.3% | 11,168 | $311K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -7.3% | 11,082 | $308K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -18.5% | 10,952 | $305K |
| Pzena Investment Management LLC | 0.00% | New | 10,945 | $304K |
| Signaturefd, LLC | 0.00% | Reduce -33.0% | 10,917 | $304K |
| Pier 88 Investment Partners LLC | 0.50% | Add +12.4% | 10,900 | $303K |
| Vinva Investment Management Ltd | 0.00% | New | 10,688 | $301K |
| Independent Wealth Network Inc. | 0.08% | New | 10,788 | $300K |
| Americana Partners, LLC | 0.01% | New | 10,664 | $297K |
| STRS Ohio | 0.00% | Reduce -70.5% | 10,663 | $297K |
| Profund Advisors LLC | 0.01% | New | 10,658 | $297K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.7% | 10,067 | $295K |
| Graetz Wealth LLC | 0.23% | Add +17.5% | 10,590 | $295K |
| Blossom Wealth Management | 0.41% | No change | 10,400 | $289K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -8.0% | 10,642 | $288K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.8% | 10,292 | $286K |
| Stenger Family Office, LLC | 0.05% | New | 10,248 | $285K |
| Arista Wealth Management, LLC | 0.03% | Reduce -3.1% | 10,052 | $280K |
| Pale Fire Capital SE | 0.02% | No change | 10,000 | $278K |
| J. Goldman & Co LP | 0.01% | New | 10,000 | $278K |
| Partners Capital Investment Group, LLP | 0.01% | New | 10,000 | $278K |
| Seamount Financial Group Inc. | 0.11% | No change | 9,873 | $275K |
| Mirabella Financial Services LLP | 0.03% | Add +18.8% | 9,707 | $270K |
| Evanson Financial, LLC | 0.01% | — | 9,667 | $269K |
| Mayflower Financial Advisors, LLC | 0.02% | Add +0.1% | 9,607 | $267K |
| Wellington Shields & Co., LLC | 0.06% | Reduce -54.7% | 9,600 | $267K |
| Cliffwater LLC | 0.07% | No change | 9,591 | $267K |
| Limestone Investment Advisors LP | 0.13% | New | 9,530 | $265K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -22.2% | 9,457 | $264K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -30.5% | 9,491 | $264K |
| Yorktown Management & Research Co Inc | 0.16% | Reduce -7.8% | 9,400 | $262K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -31.8% | 9,243 | $257K |
| Venturi Wealth Management, LLC | 0.01% | Add +19.3% | 9,095 | $253K |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -99.1% | 8,964 | $249K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -38.2% | 8,915 | $248K |
| Legacy Wealth Asset Management, LLC | 0.05% | Reduce -2.7% | 8,890 | $247K |
| Range Advisory, LLC | 0.03% | Reduce -10.8% | 8,843 | $246K |
| Storebrand Asset Management As | 0.00% | Reduce -41.1% | 8,824 | $245K |
| Caprock Group, LLC | 0.00% | Reduce -36.7% | 8,799 | $245K |
| TCW Group Inc. | 0.00% | Add +0.4% | 8,668 | $241K |
| Granville Capital, Inc. | 0.11% | No change | 8,553 | $238K |
| AlTi Global, Inc. | 0.00% | No change | 8,527 | $237K |
| 1620 Investment Advisors, Inc. | 0.15% | Add +60.6% | 8,498 | $236K |
| Roberts Glore & Co. Inc. | 0.06% | New | 8,345 | $232K |
| Frank, Rimerman Advisors LLC | 0.01% | New | 8,263 | $230K |
| Trinity Financial Advisors LLC | 0.06% | New | 8,158 | $227K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +124.1% | 8,058 | $224K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 8,055 | $224K |
| Secure Asset Management, LLC | 0.03% | Reduce -6.7% | 8,054 | $224K |
| Norden Group LLC | 0.02% | Reduce -8.3% | 8,031 | $223K |
| Ballentine Partners, LLC | 0.00% | Add +2.4% | 8,027 | $223K |
| Vise Technologies, Inc. | 0.00% | Add +24.4% | 7,919 | $220K |
| Caden Capital Partners, LP | 2.63% | No change | 7,841 | $218K |
| Aries Wealth Management | 0.04% | No change | 7,710 | $214K |
| Ballast, Inc. | 0.04% | New | 7,702 | $214K |
| Delta Asset Management LLC | 0.02% | No change | 7,701 | $214K |
| Wealthspire Advisors, LLC | 0.00% | New | 7,659 | $213K |
| Callan Family Office, LLC | 0.00% | Reduce -39.4% | 7,650 | $213K |
| DRW Securities, LLC | 0.01% | Reduce -50.3% | 7,643 | $213K |
| Kovack Advisors, Inc. | 0.01% | New | 7,330 | $210K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -9.9% | 7,526 | $209K |
| Lewis Asset Management, LLC | 0.07% | Reduce -75.7% | 7,518 | $209K |
| Stonekeep Investments, LLC | 0.12% | New | 7,490 | $208K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -3.6% | 7,474 | $208K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.9% | 7,440 | $207K |
| Portside Wealth Group, LLC | 0.02% | New | 7,276 | $202K |
| Arkadios Wealth Advisors | 0.00% | Reduce -27.2% | 7,251 | $202K |
| Frec Markets, Inc. | 0.02% | Reduce -14.9% | 7,215 | $201K |
| Advisors Asset Management, Inc. | 0.00% | Add +24.0% | 7,197 | $200K |
| Bokf, NA | 0.00% | Reduce -3.5% | 7,157 | $199K |
| Jupiter Wealth Management LLC | 0.08% | Add +40.0% | 7,000 | $195K |
| International Assets Investment Management, LLC | 0.01% | Add +3.5% | 6,705 | $193K |
| Siemens Fonds Invest GmbH | 0.01% | Add +6.2% | 6,628 | $184K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.7% | 6,543 | $182K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.1% | 6,530 | $182K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.06% | No change | 6,500 | $181K |
| Natixis | 0.00% | Add +32.6% | 6,459 | $180K |
| Colonial Trust Advisors | 0.01% | No change | 6,100 | $170K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -19.6% | 6,060 | $169K |
| HM Payson & Co. | 0.00% | Reduce -10.7% | 5,850 | $163K |
| MeadowBrook Investment Advisors LLC | 0.13% | Reduce -3.6% | 5,845 | $163K |
| LRI Investments, LLC | 0.01% | Add +65.8% | 5,400 | $150K |
| Allworth Financial LP | 0.00% | Reduce -1.6% | 5,165 | $144K |
| Hurley Capital, LLC | 0.07% | Add +1916.8% | 5,042 | $140K |
| Hickory Point Bank & Trust | 0.08% | No change | 5,000 | $139K |
| Crewe Advisors LLC | 0.01% | No change | 5,000 | $139K |
| North Star Investment Management Corp. | 0.01% | Add +1176.5% | 4,953 | $138K |
| Employees Retirement System of Texas | 0.00% | Reduce -99.5% | 4,808 | $134K |
| Covestor Ltd | 0.07% | Add +32.8% | 4,650 | $129K |
| Walleye Capital LLC | 0.00% | Add +3.8% | 4,605 | $128K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +85.0% | 4,476 | $125K |
| GAMMA Investing LLC | 0.00% | Reduce -5.7% | 4,223 | $117K |
| Huntington National Bank | 0.00% | Add +53.4% | 4,198 | $117K |
| Twin Tree Management, LP | 0.02% | New | 3,985 | $111K |
| CX Institutional | 0.00% | Add +3327.9% | 3,805 | $106K |
| FIL Ltd | 0.00% | Add +6.4% | 3,687 | $103K |
| Leonteq Securities AG | 0.01% | Reduce -72.9% | 3,486 | $97K |
| Sterling Capital Management LLC | 0.00% | Reduce -5.4% | 3,145 | $87K |
| Fulcrum Asset Management LLP | 0.01% | No change | 3,092 | $87K |
| Global Retirement Partners, LLC | 0.00% | — | 3,090 | $86K |
| Toth Financial Advisory Corp. | 0.01% | No change | 3,045 | $85K |
| Wolff Wiese Magana LLC | 0.04% | Add +0.8% | 3,025 | $84K |
| Your Advocates Ltd., LLP | 0.02% | Add +15.3% | 3,008 | $84K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,000 | $83K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 2,900 | $81K |
| Versant Capital Management, Inc | 0.01% | Reduce -19.2% | 2,880 | $80K |
| Park Place Capital Corp | 0.01% | Reduce -1.9% | 2,877 | $80K |
| Whittier Trust Co. | 0.00% | Add +4.9% | 2,683 | $79K |
| Bogart Wealth, LLC | 0.00% | Reduce -2.3% | 2,676 | $74K |
| Manchester Capital Management LLC | 0.01% | Add +0.3% | 2,601 | $72K |
| Orion Capital Management LLC | 0.02% | No change | 2,500 | $70K |
| Triumph Capital Management | 0.01% | Reduce -88.2% | 2,335 | $65K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -51.0% | 2,164 | $60K |
| Providence Capital Advisors, LLC | 0.01% | New | 2,000 | $56K |
| GHP Investment Advisors, Inc. | 0.00% | Add +42.9% | 2,000 | $56K |
| SHP Wealth Management | 0.00% | Add +67.8% | 1,926 | $54K |
| Acadian Asset Management LLC | 0.00% | New | 1,892 | $52K |
| Group One Trading LLC | 0.00% | Reduce -95.0% | 1,846 | $51K |
| Financial Consulate, Inc. | 0.01% | Add +20.0% | 1,809 | $50K |
| SBI Securities Co., Ltd. | 0.00% | Add +7.3% | 1,771 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -57.6% | 1,691 | $47K |
| Caldwell Sutter Capital, Inc. | 0.02% | New | 1,665 | $46K |
| Cornerstone Planning Group LLC | 0.01% | Add +10.2% | 1,529 | $45K |
| CENTRAL TRUST Co | 0.00% | Add +89.9% | 1,595 | $44K |
| Harbor Investment Advisory, LLC | 0.00% | Add +213.6% | 1,568 | $44K |
| Blue Trust, Inc. | 0.00% | Reduce -19.1% | 1,553 | $43K |
| Canton Hathaway, LLC | 0.01% | Reduce -62.5% | 1,534 | $43K |
| Pioneer Family Office, LLC | 0.02% | New | 1,500 | $42K |
| Proathlete Wealth Management LLC | 0.01% | No change | 1,500 | $42K |
| TD Private Client Wealth LLC | 0.00% | Reduce -25.6% | 1,453 | $40K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -90.4% | 1,444 | $40K |
| Quarry LP | 0.01% | Reduce -70.5% | 1,312 | $37K |
| High Note Wealth, LLC | 0.01% | Add +160.6% | 1,277 | $36K |
| Harbour Investments, Inc. | 0.00% | Reduce -40.9% | 1,251 | $35K |
| Montag A & Associates Inc. | 0.00% | Reduce -15.1% | 1,236 | $34K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 1,200 | $33K |
| Piscataqua Savings Bank | 0.02% | No change | 1,200 | $33K |
| EFG International AG | 0.00% | No change | 1,176 | $33K |
| Spire Wealth Management | 0.00% | Reduce -43.5% | 1,131 | $31K |
| Ancora Advisors LLC | 0.00% | No change | 1,114 | $31K |
| Tradition Wealth Management, LLC | 0.00% | New | 1,087 | $30K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +183.7% | 1,041 | $29K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -84.0% | 1,040 | $29K |
| Nemes Rush Group LLC | 0.00% | No change | 1,000 | $28K |
| Avalon Trust Co | 0.00% | No change | 1,000 | $28K |
| Smartleaf Asset Management LLC | 0.00% | No change | 933 | $26K |
| CoreCap Advisors, LLC | 0.00% | Reduce -21.5% | 897 | $25K |
| Chesapeake Asset Management LLC | 0.02% | Reduce -38.2% | 890 | $25K |
| Fiduciary Financial Advisors | 0.00% | New | 879 | $24K |
| Avion Wealth | 0.00% | Reduce -7.3% | 841 | $23K |
| MCF Advisors LLC | 0.00% | New | 775 | $22K |
| Eastern Bank | 0.00% | No change | 650 | $18K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 627 | $17K |
| Anchor Investment Management, LLC | 0.00% | New | 620 | $17K |
| Rossby Financial, LCC | 0.00% | Add +1235.0% | 534 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 452 | $13K |
| City State Bank | 0.00% | No change | 470 | $13K |
| Finley Financial, LLC | 0.01% | No change | 469 | $13K |
| WPG Advisers, LLC | 0.01% | No change | 467 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +12.5% | 450 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.1% | 433 | $12K |
| Gould Capital, LLC | 0.01% | No change | 415 | $12K |
| Rakuten Securities, Inc. | 0.00% | Reduce -18.6% | 415 | $12K |
| First Command Advisory Services, Inc. | 0.00% | Add +42.2% | 411 | $11K |
| Anchor Bay Capital, Inc. | 0.01% | — | 320 | $11K |
| Zions Bancorporation, National Association | 0.00% | Reduce -14.2% | 404 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 400 | $11K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -54.6% | 378 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.9% | 377 | $10K |
| Tidemark, LLC | 0.00% | Add +92.3% | 375 | $10K |
| GW&K Investment Management, LLC | 0.00% | New | 343 | $10K |
| Lanark Financial, Inc. | 0.00% | Add +133.3% | 350 | $10K |
| Allied Private Wealth LLC | 0.01% | — | 340 | $10K |
| Institute for Wealth Management, LLC. | 0.00% | New | 334 | $9K |
| LifeSteps Financial, Inc. | 0.00% | New | 316 | $9K |
| Ankerstar Wealth, LLC | 0.01% | Reduce -74.9% | 311 | $9K |
| Quantbot Technologies LP | 0.00% | New | 296 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 294 | $8K |
| Coston, McIsaac & Partners | 0.00% | No change | 300 | $8K |
| Osbon Capital Management LLC | 0.01% | No change | 283 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 250 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -22.2% | 242 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 234 | $7K |
| Asset Dedication, LLC | 0.00% | Add +133.3% | 217 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -51.7% | 212 | $6K |
| Truvestments Capital LLC | 0.00% | Reduce -75.3% | 210 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 200 | $6K |
| Blume Capital Management, Inc. | 0.00% | No change | 200 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 190 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -53.1% | 181 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -8.6% | 160 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 165 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 160 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 150 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 150 | $4K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 150 | $4K |
| Grove Bank & Trust | 0.00% | No change | 145 | $4K |
| Forum Finance Group S.A. | 0.00% | No change | 200 | $4K |
| Cromwell Holdings LLC | 0.00% | Add +80.8% | 141 | $4K |
| Vision Financial Markets LLC | 0.00% | No change | 135 | $4K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -12.1% | 131 | $4K |
| Highland Investment Advisors LLC | 0.00% | — | 122 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 118 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -30.5% | 116 | $3K |
| Essential Partners LLC | 0.00% | Reduce -65.8% | 116 | $3K |
| Mather Group, Llc. | 0.00% | Add +171.4% | 114 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -42.5% | 107 | $3K |
| Manning & Napier Advisors LLC | 0.00% | Add +1342.9% | 101 | $3K |
| Vanguard National Trust Co | 0.00% | No change | 101 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 100 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 100 | $3K |
| IMA Advisory Services, Inc. | 0.00% | Add +53.1% | 98 | $3K |
| Lodestone Wealth Management LLC | 0.00% | No change | 96 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -33.6% | 93 | $3K |
| Horizon Financial Services, LLC | 0.00% | New | 89 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -89.0% | 84 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 83 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -13.2% | 79 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +3750.0% | 77 | $2K |
| IFG Advisory, LLC | 0.00% | New | 72 | $2K |
| Minot DeBlois Advisors LLC | 0.00% | New | 67 | $2K |
| Planning Strategies Inc. | 0.00% | — | 65 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -51.5% | 65 | $2K |
| Bayban | 0.00% | No change | 62 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +74.3% | 61 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -67.9% | 59 | $2K |
| Winch Advisory Services, LLC | 0.00% | No change | 59 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 58 | $2K |
| Marquette Asset Management, LLC | 0.00% | Reduce -73.5% | 57 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +12.0% | 56 | $2K |
| Private Trust Co. NA | 0.00% | Reduce -74.9% | 53 | $1K |
| West Paces Advisors Inc. | 0.00% | New | 52 | $1K |
| Addison Advisors LLC | 0.00% | No change | 50 | $1K |
| JPL Wealth Management, LLC | 0.00% | No change | 50 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -54.5% | 50 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -89.5% | 50 | $1K |
| Highline Wealth Partners LLC | 0.00% | Add +9.1% | 48 | $1K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 48 | $1K |
| UMB Bank, n.a. | 0.00% | Reduce -84.6% | 48 | $1K |
| Whipplewood Advisors, LLC | 0.00% | No change | 47 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -11.8% | 45 | $1K |
| Owl Creek Wealth Partners LLC | 0.00% | Reduce -84.6% | 40 | $1K |
| Sawyer & Company, Inc | 0.00% | New | 35 | $974 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -94.5% | 35 | $974 |
| Barnes Dennig Private Wealth Management LLC | 0.00% | No change | 33 | $918 |
| Creative Financial Designs Inc. | 0.00% | Reduce -86.7% | 26 | $723 |
| Hughes Financial Services, LLC | 0.00% | Add +127.3% | 25 | $696 |
| Signature Equity Partners, LLC | 0.00% | No change | 24 | $668 |
| Bare Financial Services, Inc | 0.00% | Reduce -42.9% | 24 | $668 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 21 | $584 |
| Salomon & Ludwin, LLC | 0.00% | No change | 16 | $459 |
| MV Capital Management, Inc. | 0.00% | Add +33.3% | 16 | $446 |
| Fairscale Capital, LLC | 0.00% | No change | 16 | $445 |
| Davis Capital Management | 0.00% | Reduce -13.3% | 13 | $362 |
| Strategic Investment Solutions, Inc. | 0.00% | New | 12 | $334 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -42.9% | 12 | $334 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -15.4% | 11 | $307 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 9 | $247 |
| Concord Wealth Partners | 0.00% | New | 8 | $223 |
| Abound Wealth Management | 0.00% | New | 8 | $223 |
| Activest Wealth Management | 0.00% | New | 7 | $195 |
| SouthState Bank Corp | 0.00% | Reduce -93.2% | 5 | $140 |
| 1015 Capital Partners, LLC | 0.00% | Reduce -16.7% | 5 | $139 |
| Seneschal Advisors, LLC | 0.00% | No change | 4 | $112 |
| IMG Wealth Management, Inc. | 0.00% | New | 4 | $111 |
| Bfsg, LLC | 0.00% | No change | 3 | $84 |
| First Bancorp, Inc | 0.00% | New | 3 | $83 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $56 |
| Strive Financial Group ,LLC | 0.00% | Reduce -99.8% | 2 | $56 |
| CVA Family Office, LLC | 0.00% | Reduce -99.9% | 1 | $28 |
| Gilpin Wealth Management, LLC | 0.00% | New | 1 | $28 |
| Pacer Advisors, Inc. | 0.00% | No change | 12 | $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.