Trade Desk Inc./the Class ATTD

13F holders, Q1 2024 (March 31)
965holders
10famous investors
$87.29avg. 13F price*

At the end of Q1 2024, 965 institutions reported holding Trade Desk Inc./the Class A (TTD) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.6B), Baillie Gifford & Co. ($3.4B) and BlackRock Inc. ($2.1B). 10 famous investors held it, including Cathie Wood (1.2% of ARK Investment Management's portfolio), David E. Shaw (0.5% of D. E. Shaw & Co.'s portfolio) and Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio).

Company
Trade Desk Inc./the Class A
Filed as
THE TRADE DESK INC (Q1 2024)
CUSIP
88339J105
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 965Q1 2024Q2 2024: 1,020Q2 2024Q3 2024: 1,060Q3 2024Q4 2024: 1,210Q4 2024Q1 2025: 1,049Q1 2025Q2 2025: 1,073Q2 2025Q3 2025: 963Q3 2025Q4 2025: 945Q4 2025Q1 2026: 778Q1 2026Q2 2026: 686Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions127$553.8M
Exits83$67.3M

Ownership 965 holders

Vanguard Group Inc. 0.07% Reduce -0.6% 41,491,928 $3.6B
Baillie Gifford & Co. 2.62% Reduce -6.0% 38,515,441 $3.4B
BlackRock Inc. 0.05% Add +1.0% 23,800,624 $2.1B
Morgan Stanley 0.15% Reduce -9.7% 20,760,269 $1.8B
JPMorgan Chase & Co. 0.12% Reduce -24.8% 14,959,358 $1.3B
T. Rowe Price Investment Management, Inc. 0.79% Add +0.0% 14,829,243 $1.3B
Jennison Associates LLC 0.83% Reduce -2.2% 14,270,414 $1.2B
State Street Corp. 0.04% Add +0.3% 9,957,713 $870.5M
Geode Capital Management, LLC 0.06% Add +2.3% 8,020,401 $700.7M
Invesco Ltd. 0.14% Add +10.3% 7,210,599 $630.4M
Norges Bank 0.06% Add +27.8% 4,533,549 $396.3M
D. E. Shaw & Co. 0.52% Add +40.8% 4,267,374 $373.1M
Goldman Sachs Group Inc. 0.06% Add +42.4% 3,154,224 $275.7M
Macquarie Group Ltd. 0.29% Add +0.3% 2,908,240 $254.2M
Northern Trust Corp. 0.04% Reduce -3.5% 2,687,553 $234.9M
Millennium Management 0.21% Reduce -19.2% 2,682,776 $234.5M
Bank of America Corp. 0.02% Add +47.8% 2,649,030 $231.6M
1832 Asset Management L.P. 0.41% New 2,581,900 $225.7M
FMR LLC 0.01% Add +23.3% 2,487,860 $217.5M
Jericho Capital Asset Management L.P. 5.64% Add +4.3% 2,419,355 $211.5M
Zevenbergen Capital Investments LLC 4.44% Reduce -4.9% 2,391,353 $209.1M
Ameriprise Financial Inc. 0.06% Add +37.9% 2,305,492 $201.5M
T. Rowe Price Associates Inc. 0.02% Reduce -65.7% 2,279,299 $199.3M
Amundi 0.08% Add +6.9% 2,379,741 $192.3M
ARK Investment Management 1.25% Reduce -4.3% 2,057,760 $179.9M
Bank of New York Mellon Corp 0.03% Reduce -7.5% 2,023,859 $176.9M
Voya Investment Management LLC 0.20% Reduce -25.1% 2,001,976 $174.8M
Legal & General Group Plc 0.05% Reduce -0.4% 1,974,929 $172.6M
Baron Capital (BAMCO) 0.44% Reduce -1.4% 1,901,685 $166.2M
Sumitomo Mitsui Trust Group, Inc. 0.11% Add +3.2% 1,898,159 $165.9M
Charles Schwab Investment Management Inc. 0.03% Add +2.7% 1,666,750 $145.7M
Nuveen Asset Management, LLC 0.04% Add +19.9% 1,600,855 $139.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -28.5% 1,599,653 $139.8M
Eventide Asset Management, LLC 2.08% Add +46.9% 1,514,055 $132.4M
Eagle Asset Management Inc. 0.66% Reduce -1.3% 1,496,565 $130.7M
Jane Street Group, LLC 0.17% Reduce -29.9% 1,460,276 $127.7M
Victory Capital Management Inc. 0.13% Reduce -1.0% 1,451,646 $126.9M
Kayne Anderson Rudnick Investment Management LLC 0.29% Reduce -1.5% 1,449,080 $126.7M
Wells Fargo & Company 0.03% Reduce -3.5% 1,448,933 $126.7M
TD Asset Management Inc 0.12% Reduce -0.6% 1,438,830 $125.8M
American Century Companies Inc. 0.08% Add +1.5% 1,417,539 $123.9M
TCW Group Inc. 1.20% Reduce -10.2% 1,355,355 $118.5M
Swiss National Bank 0.08% Reduce -4.2% 1,336,500 $116.8M
Mitsubishi UFJ Trust & Banking Corp 0.26% Reduce -11.3% 1,298,830 $113.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.08% Reduce -2.3% 1,396,000 $108.7M
Citadel Advisors 0.11% Add +1134.4% 1,229,057 $107.4M
Parnassus Investments, LLC 0.21% Add +325.2% 1,119,740 $97.9M
Qube Research & Technologies Ltd 0.17% Add +38.5% 1,105,978 $96.7M
Royal Bank of Canada 0.02% Add +12.8% 1,030,131 $90.1M
Polar Capital Holdings Plc 0.47% Add +5.0% 1,021,052 $89.3M
Congress Asset Management Co. 0.61% Add +2.5% 983,695 $86.0M
Steadfast Capital Management LP 1.95% Add +78.3% 983,000 $85.9M
Williams Jones Wealth Management, LLC. 1.09% Reduce -0.4% 979,342 $85.6M
US Bancorp \de 0.12% Add +21.2% 970,797 $84.9M
Ensign Peak Advisors, Inc 0.15% Add +9.0% 929,995 $81.3M
UBS Group AG 0.03% Add +11.3% 879,085 $76.8M
Marshall Wace, LLP 0.13% Add +86.2% 870,814 $76.1M
Nicholas Company, Inc. 1.22% Add +8.8% 844,720 $73.8M
Voloridge Investment Management, LLC 0.27% New 839,069 $73.4M
Amova Asset Management Americas, Inc. 0.70% Add +5.5% 807,591 $70.6M
Deutsche Bank AG 0.03% Add +12.7% 803,923 $70.3M
California Public Employees Retirement System 0.05% Reduce -2.6% 766,507 $67.0M
Dimensional Fund Advisors LP 0.02% Add +5.5% 764,695 $66.8M
Frontier Capital Management Co. LLC 0.61% Reduce -7.6% 748,956 $65.5M
Barclays PLC 0.03% Reduce -11.2% 742,081 $64.9M
California State Teachers Retirement System 0.08% Add +0.8% 704,304 $61.6M
Summit Partners Public Asset Management, LLC 2.93% Add +55.8% 700,902 $61.3M
Nordea Investment Management AB 0.07% Add +11.4% 683,642 $60.2M
National Pension Service 0.07% Add +8.6% 678,372 $59.3M
Allspring Global Investments Holdings, LLC 0.09% Reduce -4.8% 641,441 $56.1M
LPL Financial LLC 0.03% Add +6.6% 641,321 $56.1M
Rhumbline Advisers 0.05% Add +3.7% 634,736 $55.5M
Envestnet Asset Management Inc. 0.02% Add +2.2% 631,306 $55.2M
BNP Paribas Financial Markets 0.07% Add +133.0% 613,622 $53.6M
CIBC Private Wealth Group LLC 0.10% Add +5.0% 609,407 $53.2M
First Trust Advisors LP 0.05% Reduce -35.8% 573,235 $50.1M
Neuberger Berman Group LLC 0.04% Reduce -11.9% 563,124 $49.2M
Nomura Asset Management Co. Ltd. 0.17% Add +76.3% 535,760 $46.8M
Natixis Advisors, LLC 0.11% Reduce -4.7% 535,658 $46.8M
STRS Ohio 0.19% Add +1.6% 533,500 $46.6M
Primecap Management Co. 0.03% Reduce -7.1% 533,000 $46.6M
Balyasny Asset Management L.P. 0.12% New 528,498 $46.2M
Mission Wealth Management, LP 1.20% Reduce -1.9% 513,655 $44.9M
Schroder Investment Management Group 0.05% Add +26.0% 508,301 $44.4M
Jupiter Asset Management Ltd. 0.40% Add +17.1% 480,099 $42.0M
Chicago Capital, LLC 1.26% Add +155.9% 474,356 $41.5M
Clearbridge Investments, LLC 0.03% Add +13.8% 455,948 $39.9M
Riverbridge Partners LLC 0.48% Add +1.6% 448,135 $39.2M
Credit Suisse AG/ 0.04% Reduce -21.5% 440,003 $38.5M
ProShare Advisors LLC 0.10% Add +23.3% 434,479 $38.0M
Bank of Montreal 0.01% Add +3.0% 401,008 $35.3M
Teachers Retirement System of the State of Kentucky 0.31% Reduce -1.6% 391,212 $34.2M
Susquehanna International Group, LLP 0.05% Reduce -21.4% 384,074 $33.6M
Los Angeles Capital Management LLC 0.11% Add +2154.5% 381,148 $33.3M
Peregrine Capital Management LLC 0.95% Reduce -1.6% 380,612 $33.3M
Korea Investment CORP 0.08% Add +48.5% 374,638 $32.8M
Cubist Systematic Strategies, LLC 0.35% New 352,436 $30.8M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -43.8% 349,035 $30.0M
State Board of Administration of Florida Retirement System 0.07% Add +3.9% 485,577 $29.6M
New York State Common Retirement Fund 0.04% Reduce -14.1% 316,463 $27.7M
Citigroup Inc. 0.03% Reduce -7.9% 311,877 $27.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +0.6% 310,223 $27.1M
AQR Capital Management 0.05% Add +466.6% 304,116 $26.6M
DekaBank Deutsche Girozentrale 0.05% Reduce -20.5% 303,434 $26.4M
Alliancebernstein L.P. 0.01% Reduce -28.5% 300,336 $26.3M
Ogborne Capital Management, LLC 6.59% Add +28.8% 300,000 $26.2M
Renaissance Technologies 0.04% New 299,800 $26.2M
Royal London Asset Management Ltd. 0.06% Add +13.6% 287,536 $25.1M
Quadrature Capital Ltd 0.43% New 287,087 $25.1M
Braun Stacey Associates Inc. 0.98% Reduce -0.3% 282,166 $24.7M
Logan Capital Management Inc. 1.04% Reduce -1.6% 277,663 $24.3M
Janus Henderson Group PLC 0.01% Reduce -0.1% 272,898 $23.9M
Thrivent Financial for Lutherans 0.05% Reduce -0.1% 272,886 $23.9M
Asset Management One Co., Ltd. 0.09% Reduce -5.3% 271,978 $23.8M
Capital Fund Management S.A. 0.29% Add +319.1% 271,085 $23.7M
Man Group plc 0.06% Reduce -53.1% 259,393 $22.7M
HSBC Holdings PLC 0.02% Reduce -27.6% 257,438 $22.5M
Forte Capital LLC 2.78% Reduce -2.0% 257,135 $22.5M
State of New Jersey Common Pension Fund D 0.07% No change 256,380 $22.4M
Arthedge Capital Management, LLC 15.82% No change 249,500 $21.8M
Stifel Financial Corp. 0.02% Add +6.3% 249,208 $21.8M
Raymond James & Associates 0.01% Reduce -1.4% 248,953 $21.8M
Sei Investments Co. 0.03% Add +16.3% 246,188 $21.5M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -7.1% 245,231 $21.4M
Canada Pension Plan Investment Board 0.02% Reduce -27.5% 241,607 $21.1M
State of Wisconsin Investment Board 0.05% Add +3.3% 237,862 $20.8M
Osaic Holdings, Inc. 0.05% Reduce -25.3% 235,159 $20.6M
Fred Alger Management, LLC 0.10% Reduce -53.1% 221,345 $19.3M
Commonwealth Equity Services, LLC 0.03% Reduce -7.8% 219,994 $19.2M
CANADA LIFE ASSURANCE Co 0.04% Reduce -17.4% 218,814 $19.1M
Mariner, LLC 0.04% Add +4.3% 209,818 $18.3M
Ashford Capital Management Inc. 2.47% Add +1.9% 208,489 $18.2M
Principal Financial Group Inc. 0.01% Reduce -19.6% 207,933 $18.2M
Pictet Asset Management Holding SA 0.02% Reduce -1.8% 207,819 $18.2M
CIBC Asset Management Inc 0.06% Add +11.9% 204,394 $17.9M
Treasurer of the State of North Carolina 0.08% Add +2.5% 201,309 $17.6M
Aviva PLC 0.06% Add +122.6% 198,878 $17.4M
Public Employees Retirement System of Ohio 0.07% Reduce -10.3% 197,493 $17.3M
Beacon Investment Advisory Services, Inc. 0.74% Reduce -1.7% 196,382 $17.2M
Danske Bank A/S 0.05% — 193,572 $16.9M
Swedbank AB 0.02% Add +281.2% 183,011 $16.0M
Berkshire Capital Holdings Inc. 6.09% Add +43.1% 174,410 $15.2M
Twin Tree Management, LP 0.34% Add +163.7% 172,526 $15.1M
Storebrand Asset Management As 0.05% Reduce -22.4% 170,668 $14.9M
Worldquant Millennium Advisors LLC 0.18% Add +149.2% 169,024 $14.8M
Rafferty Asset Management, LLC 0.05% Add +12.4% 162,328 $14.2M
Nomura Holdings Inc. 0.11% Add +415.3% 159,069 $13.9M
Squarepoint Ops LLC 0.06% Reduce -80.1% 157,577 $13.8M
Aberdeen Group plc 0.03% Add +1.4% 155,078 $13.6M
In-Depth Partners, LLC 10.41% Add +2.8% 151,630 $13.3M
CI Investments Inc. 0.05% Add +0.3% 151,354 $13.2M
Erste Asset Management GmbH 0.18% Reduce -4.9% 150,000 $13.1M
Panagora Asset Management Inc. 0.07% Reduce -43.0% 148,822 $13.0M
Kornitzer Capital Management Inc. 0.24% Add +1.4% 147,928 $12.9M
Jacobson & Schmitt Advisors, LLC 3.04% Add +0.8% 146,843 $12.8M
Russell Investments Group, Ltd. 0.02% Add +12.1% 144,350 $12.6M
Resona Asset Management Co.,Ltd. 0.07% — 143,913 $12.6M
Cetera Investment Advisers 0.03% Add +175.0% 142,702 $12.5M
Covenant Asset Management, LLC 2.94% Add +0.1% 138,513 $12.1M
Shellback Capital, LP 0.79% Reduce -51.8% 135,000 $11.8M
CW Advisors, LLC 0.20% Add +9.0% 134,103 $11.7M
QRG Capital Management, Inc. 0.15% Add +15.8% 133,655 $11.7M
Knuff & Co LLC 3.92% Reduce -1.6% 133,429 $11.7M
Cambridge Investment Research Advisors, Inc. 0.04% Add +0.3% 132,477 $11.6M
National Bank of Canada 0.02% Reduce -48.7% 131,150 $11.4M
Texas Yale Capital Corp. 0.50% No change 128,480 $11.2M
Arizona State Retirement System 0.07% Add +0.1% 122,743 $10.7M
Oppenheimer Asset Management Inc. 0.16% Reduce -8.9% 122,188 $10.7M
Silvant Capital Management LLC 0.51% Add +7.2% 121,257 $10.6M
Walleye Capital LLC 0.13% New 119,995 $10.5M
Picton Mahoney Asset Management 0.44% Add +91.9% 118,446 $10.4M
Susquehanna Portfolio Strategies, LLC 0.24% Reduce -35.7% 116,845 $10.2M
Robeco Institutional Asset Management B.V. 0.02% Reduce -18.4% 116,834 $10.2M
Handelsbanken Fonder AB 0.04% Add +7.0% 116,644 $10.2M
Broadleaf Partners, LLC 2.61% Reduce -0.6% 116,595 $10.2M
Creative Planning 0.01% Add +11.0% 115,434 $10.1M
Janney Montgomery Scott LLC 0.03% Add +76.0% 112,656 $9.8M
Ardmore Road Asset Management LP 1.69% New 110,000 $9.6M
Lord, Abbett & Co. LLC 0.03% Reduce -78.5% 108,618 $9.5M
HighTower Advisors, LLC 0.02% Reduce -17.9% 107,806 $9.4M
Guggenheim Capital LLC 0.07% Reduce -5.4% 105,604 $9.2M
Azimuth Capital Investment Management LLC 0.37% Reduce -4.2% 102,382 $9.0M
AXA S.A. 0.03% Add +3.8% 100,499 $8.8M
Assenagon Asset Management S.A. 0.02% Add +0.8% 100,381 $8.8M
Truist Financial Corp. 0.01% Add +0.1% 99,718 $8.7M
Lyell Wealth Management, LP 0.89% No change 99,690 $8.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Add +3.4% 98,772 $8.6M
Arrowstreet Capital, Limited Partnership 0.01% New 97,140 $8.5M
Tudor Investment Corporation 0.10% Reduce -62.1% 96,335 $8.4M
Employees Retirement System of Texas 0.09% Add +91.1% 93,352 $8.2M
Baird Financial Group, Inc. 0.02% Add +1.2% 93,107 $8.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +524.5% 92,236 $8.1M
Forsta Ap-Fonden 0.07% Add +10.2% 91,900 $8.0M
NZS Capital, LLC 0.33% Add +28.4% 91,885 $8.0M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +1.5% 90,168 $7.9M
Vestmark Advisory Solutions, Inc. 0.34% Add +27.3% 90,116 $7.9M
Mercer Global Advisors Inc. 0.02% Add +12.9% 88,600 $7.8M
Envestnet Portfolio Solutions, Inc. 0.03% Add +59.2% 88,836 $7.8M
IFM Investors Pty Ltd 0.08% Reduce -1.2% 87,245 $7.6M
Crestwood Advisors Group, LLC 0.17% Reduce -11.3% 87,017 $7.6M
1623 Capital LLC 4.23% Add +0.7% 86,600 $7.6M
USS Investment Management Ltd 0.06% Add +5.7% 85,338 $7.5M
Wolverine Trading, LLC 0.08% Reduce -15.6% 85,168 $7.4M
Ables, Iannone, Moore & Associates, Inc. 5.30% Reduce -1.7% 84,786 $7.4M
Pinebridge Investments, L.P. 0.06% New 81,888 $7.2M
KBC Group NV 0.02% Add +1.4% 81,760 $7.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +0.1% 80,800 $7.1M
Awm Capital, LLC 1.18% No change 80,739 $7.1M
Bayesian Capital Management, LP 0.67% Add +682.7% 80,712 $7.1M
Left Brain Wealth Management, LLC 3.42% Reduce -0.8% 80,690 $7.1M
Capasso Planning Partners LLC 2.90% Reduce -0.0% 80,173 $7.0M
Nissay Asset Management Corp. /Japan 0.05% Add +31.4% 79,222 $6.9M
Xponance LLC 0.07% Add +32.9% 78,902 $6.9M
Utah Retirement Systems 0.08% Reduce -0.1% 76,110 $6.7M
Taikang Asset Management (Hong Kong) Co Ltd 1.40% No change 75,964 $6.6M
Zenyatta Capital Management LP 8.81% New 75,000 $6.6M
Morgens Waterfall Vintiadis & Co. Inc. 4.57% Reduce -16.7% 75,000 $6.6M
CMH Wealth Management LLC 1.66% Reduce -5.9% 74,590 $6.5M
Congress Park Capital LLC 2.78% Add +4.7% 71,778 $6.3M
Tredje AP-fonden 0.06% Add +0.9% 71,259 $6.2M
Ithaka Group LLC 1.17% Reduce -6.4% 70,808 $6.2M
Polar Asset Management Partners Inc. 0.22% New 70,600 $6.2M
Integrated Advisors Network LLC 0.31% Add +8.2% 70,347 $6.1M
Franklin Resources Inc. 0.00% Reduce -82.3% 69,785 $6.1M
Brown Advisory Inc. 0.01% Add +33.6% 68,134 $6.0M
DNB Asset Management AS 0.03% Reduce -17.5% 67,899 $5.9M
Griffin Asset Management, Inc. 0.70% Reduce -0.7% 67,506 $5.9M
Titleist Asset Management, LLC 1.03% Reduce -58.1% 67,475 $5.9M
MML Investors Services, LLC 0.02% Add +3.4% 66,850 $5.8M
AMJ Financial Wealth Management 1.94% Add +74.5% 66,417 $5.8M
Bensler, LLC 0.83% Reduce -1.4% 65,737 $5.7M
Verition Fund Management LLC 0.06% Reduce -70.3% 65,692 $5.7M
Blue Zone Wealth Advisors, LLC 1.96% Add +1.4% 65,324 $5.7M
Financial Counselors Inc. 0.09% Reduce -7.6% 63,830 $5.6M
La Financiere DE L'echiquier 0.24% New 63,286 $5.5M
Concentric Capital Strategies, LP 0.35% New 62,390 $5.5M
Advisory Services Network, LLC 0.12% Add +4.4% 61,015 $5.3M
PNC Financial Services Group, Inc. 0.00% Add +10.3% 60,381 $5.3M
Alight Capital Management LP 1.66% New 60,000 $5.2M
Commerce Bank 0.03% Reduce -8.7% 59,521 $5.2M
Parallax Volatility Advisers, L.P. 0.17% Add +48.3% 58,561 $5.1M
Azzad Asset Management Inc. 0.60% Add +0.5% 58,542 $5.1M
Daiichi Life Insurance Co., Ltd. 0.11% Reduce -30.1% 57,619 $5.0M
Needham Investment Management LLC 0.46% No change 57,000 $5.0M
Chilton Investment Co. Inc. 0.14% New 56,822 $5.0M
Wealth Effects LLC 1.82% Reduce -0.5% 56,438 $4.9M
Allianz Asset Management GmbH 0.01% Add +5.4% 55,532 $4.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.4% 54,799 $4.8M
D.A. Davidson & Co. 0.04% Add +33.7% 54,193 $4.7M
Shelton Capital Management 0.13% Add +2.5% 53,608 $4.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +3.8% 53,281 $4.7M
Sterling Investment Advisors, Ltd. 1.30% Add +0.3% 53,000 $4.6M
Daiwa Securities Group Inc. 0.03% Add +2.6% 52,999 $4.6M
Independent Solutions Wealth Management, LLC 1.10% Reduce -4.5% 52,970 $4.6M
Schonfeld Strategic Advisors LLC 0.04% Reduce -83.2% 52,227 $4.6M
Northwest & Ethical Investments L.P. 0.13% Reduce -22.1% 52,207 $4.6M
Silvercrest Asset Management Group LLC 0.03% Add +7.4% 51,086 $4.5M
Equitable Holdings, Inc. 0.05% Reduce -3.1% 50,173 $4.4M
Carroll Investors, Inc 3.25% Add +2.5% 49,442 $4.3M
Synergy Financial Group, LTD 4.83% Reduce -0.2% 49,018 $4.3M
Rockefeller Capital Management L.P. 0.01% Add +5.8% 47,916 $4.2M
Paradiem, LLC 1.03% Add +1.3% 47,695 $4.2M
Public Employees Retirement Association of Colorado 0.02% Reduce -5.3% 47,622 $4.2M
Mackenzie Financial Corp. 0.01% Add +70.4% 47,579 $4.2M
Cibc World Markets Corp. 0.03% Reduce -37.8% 47,574 $4.2M
Point72 (DIFC) Ltd 0.32% — 46,940 $4.1M
Vident Advisory, LLC 0.09% Add +51.5% 46,848 $4.1M
EFG Asset Management (North America) Corp. 0.71% Reduce -18.9% 46,732 $4.1M
Oppenheimer & Co. Inc. 0.07% Reduce -6.5% 46,363 $4.1M
ING Groep NV 0.03% New 46,052 $4.0M
Toronto Dominion Bank 0.01% Reduce -25.4% 45,364 $4.0M
Achmea Investment Management B.V. 0.08% No change 45,211 $4.0M
Nisa Investment Advisors, LLC 0.02% Reduce -36.2% 42,315 $3.7M
iA Global Asset Management Inc. 0.07% Add +4.2% 41,814 $3.7M
Park Avenue Securities LLC 0.05% Reduce -4.8% 41,596 $3.6M
Mesirow Financial Investment Management, Inc. 0.08% Reduce -0.1% 41,545 $3.6M
Checchi Capital Advisers, LLC 0.28% Add +0.2% 40,975 $3.6M
AIA Group Ltd 0.12% Reduce -34.9% 40,809 $3.6M
Elo Mutual Pension Insurance Co 0.08% Add +4.3% 40,776 $3.6M
Cubic Asset Management, LLC 0.83% Reduce -20.0% 40,000 $3.5M
Federation des caisses Desjardins du Quebec 0.03% Add +7.7% 47,170 $3.5M
GTS Securities LLC 0.09% Add +91.1% 38,146 $3.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +12.2% 37,927 $3.3M
American International Group, Inc. 0.01% Reduce -1.6% 37,861 $3.3M
Vanguard Personalized Indexing Management, LLC 0.07% Add +4.8% 37,755 $3.3M
Susquehanna Fundamental Investments, LLC 0.15% New 37,100 $3.2M
Jump Financial, LLC 0.09% Add +2.4% 36,944 $3.2M
Gulf International Bank (UK) Ltd 0.08% Add +0.8% 36,759 $3.2M
Transamerica Financial Advisors, LLC 0.33% Add +995.4% 36,653 $3.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -42.0% 36,617 $3.2M
Independent Advisor Alliance 0.12% Reduce -2.3% 36,527 $3.2M
Abacus FCF Advisors LLC 0.79% Add +9.1% 36,079 $3.2M
Kensington Investment Counsel, LLC 1.44% Add +8.0% 35,953 $3.1M
Graham Capital Management, L.P. 0.17% New 35,659 $3.1M
Dock Street Asset Management Inc. 0.46% No change 35,493 $3.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -50.0% 35,003 $3.1M
Louisiana State Employees Retirement System 0.06% Reduce -1.7% 34,900 $3.1M
Wealthfront Advisers LLC 0.01% Add +3.6% 34,703 $3.0M
Leibman Financial Services, Inc. 2.31% Add +3.4% 34,462 $3.0M
CHURCHILL MANAGEMENT Corp 0.04% New 34,447 $3.0M
Bleakley Financial Group, LLC 0.09% Add +188.4% 34,075 $3.0M
Simplicity Wealth,LLC 0.07% New 34,005 $3.0M
Snowden Capital Advisors LLC 0.09% Add +8.7% 33,910 $3.0M
Two Sigma Securities, LLC 0.14% Add +415.1% 33,871 $3.0M
Tidal Investments LLC 0.05% Reduce -5.5% 33,541 $2.9M
Comerica Bank 0.01% Reduce -0.3% 32,819 $2.9M
Deane Retirement Strategies, Inc. 1.45% Add +25.0% 32,777 $2.9M
Profund Advisors LLC 0.11% Reduce -5.8% 32,547 $2.8M
Bouvel Investment Partners, LLC 1.23% Add +1.9% 32,526 $2.8M
Orion Porfolio Solutions, LLC 0.03% Reduce -2.0% 32,514 $2.8M
Orion Portfolio Solutions, LLC 0.03% Reduce -2.0% 32,514 $2.8M
Malaga Cove Capital, LLC 1.16% Add +12.8% 32,429 $2.8M
O'shaughnessy Asset Management, LLC 0.03% Add +19.9% 32,095 $2.8M
Maryland State Retirement & Pension System 0.06% Add +2.8% 34,583 $2.8M
Atria Investments, Inc 0.04% Reduce -6.4% 31,766 $2.8M
Cerity Partners LLC 0.01% Reduce -6.2% 31,240 $2.7M
Bellwether Advisors, LLC 0.59% New 30,892 $2.7M
Pacer Advisors, Inc. 0.01% Add +18.2% 30,789 $2.7M
Ascent Wealth Partners, LLC 0.39% Add +0.2% 30,316 $2.7M
Natixis 0.01% New 30,307 $2.6M
Engineers Gate Manager LP 0.07% Reduce -13.2% 29,944 $2.6M
Amalgamated Bank 0.02% Reduce -37.4% 29,522 $2.6M
Duality Advisers, LP 0.25% Add +141.1% 28,827 $2.5M
Corient Private Wealth LP 0.00% Add +24.4% 28,661 $2.5M
Wealthcare Advisory Partners LLC 0.08% Add +6.3% 28,421 $2.5M
Tower Research Capital LLC (TRC) 0.06% Reduce -20.4% 28,042 $2.5M
Cresset Asset Management, LLC 0.01% Add +37.1% 27,988 $2.4M
Royal Fund Management, LLC 0.28% New 27,816 $2.4M
Quantbot Technologies LP 0.14% Add +299.3% 27,792 $2.4M
Lake Street Private Wealth, LLC 0.33% No change 27,528 $2.4M
Kestra Advisory Services, LLC 0.02% Add +11.3% 27,441 $2.4M
MetLife Investment Management, LLC 0.02% Add +0.3% 26,815 $2.3M
Quantinno Capital Management LP 0.05% Add +308.0% 26,534 $2.3M
Evolutionary Tree Capital Management, LLC 2.33% Reduce -9.8% 26,519 $2.3M
Atria Wealth Solutions, Inc. 0.03% Reduce -2.9% 26,461 $2.3M
Teamwork Financial Advisors, LLC 0.35% Reduce -38.1% 26,257 $2.3M
Apollon Wealth Management, LLC 0.07% Reduce -2.4% 26,249 $2.3M
Vinva Investment Management Ltd 0.13% Add +109.2% 26,091 $2.3M
Highland Capital Management, LLC 0.13% Add +0.2% 25,421 $2.2M
EFG Asset Management (Americas) Corp. 0.68% Reduce -37.6% 25,413 $2.2M
Wedbush Securities Inc. 0.08% Add +19.1% 24,909 $2.2M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -17.1% 27,733 $2.2M
M&T Bank Corp 0.01% Reduce -2.6% 24,723 $2.2M
Hunting Hill Global Capital, LLC 1.23% Reduce -20.8% 24,057 $2.1M
Alps Advisors Inc. 0.01% Reduce -7.5% 23,954 $2.1M
Cherry Creek Investment Advisors, Inc. 1.12% Add +0.7% 23,577 $2.1M
Private Advisor Group, LLC 0.01% Reduce -25.1% 23,539 $2.1M
NewEdge Wealth, LLC 0.05% Reduce -2.3% 23,341 $2.1M
Flagship Harbor Advisors, LLC 0.13% Add +3.0% 23,419 $2.0M
Jefferies Financial Group Inc. 0.04% Reduce -28.8% 23,367 $2.0M
Orion Capital Management LLC 1.08% Reduce -1.2% 23,130 $2.0M
Savant Capital, LLC 0.02% Add +60.8% 23,003 $2.0M
King Luther Capital Management Corp. 0.01% No change 23,000 $2.0M
Watts Gwilliam & Co., LLC 0.62% — 23,200 $2.0M
Intech Investment Management LLC 0.03% Reduce -6.0% 22,411 $2.0M
Woodline Partners LP 0.02% Reduce -13.7% 22,232 $1.9M
Linden Thomas Advisory Services, LLC 0.31% Add +6.8% 21,879 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -14.8% 21,847 $1.9M
Candriam S.C.A. 0.01% Add +0.6% 21,818 $1.9M
ABN AMRO Bank N.V. 0.03% Reduce -9.8% 21,456 $1.9M
GPS Wealth Strategies Group, LLC 0.29% Add +4.5% 20,624 $1.8M
Burney Co./ 0.07% Reduce -87.7% 20,592 $1.8M
L & S Advisors Inc 0.23% Add +35.2% 20,443 $1.8M
Wbi Investments, LLC 0.37% Add +383.0% 20,396 $1.8M
CENTRAL TRUST Co 0.04% Reduce -15.8% 20,347 $1.8M
Plato Investment Management Ltd 0.18% Add +1885.2% 20,189 $1.8M
Geneos Wealth Management Inc. 0.08% Add +43.4% 20,095 $1.8M
Zuckerman Investment Group, LLC 0.20% No change 20,000 $1.7M
SG Americas Securities, LLC 0.01% Add +149.6% 19,991 $1.7M
First Hawaiian Bank 0.05% Reduce -1.6% 19,960 $1.7M
Paces Ferry Wealth Advisors, LLC 1.11% Reduce -0.3% 19,913 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.3% 19,690 $1.7M
Trexquant Investment LP 0.03% Reduce -77.3% 19,271 $1.7M
Benjamin F. Edwards & Company, Inc. 0.03% Reduce -2.8% 19,261 $1.7M
Independent Financial Group, LLC 0.08% Add +1.8% 19,208 $1.7M
XTX Topco Ltd 0.22% Add +78.2% 19,081 $1.7M
Prudential Financial Inc. 0.00% Reduce -3.5% 19,077 $1.7M
Shaker Investments LLC 0.70% Reduce -42.2% 18,798 $1.6M
Cwm, LLC 0.01% Add +9.2% 18,799 $1.6M
Bristlecone Advisors, LLC 0.14% Reduce -0.1% 18,669 $1.6M
United Capital Financial Advisors, LLC 0.01% Add +1.6% 18,650 $1.6M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -0.6% 18,536 $1.6M
Kodai Capital Management LP 0.04% New 18,508 $1.6M
Wealth Alliance, LLC 0.21% Reduce -1.7% 18,429 $1.6M
PGGM Investments 0.02% Add +53.0% 17,955 $1.6M
Pacific Wealth Strategies Group, Inc. 1.29% Reduce -5.1% 17,659 $1.5M
Fulton Bank, N.A. 0.06% Add +8.1% 17,340 $1.5M
APG Asset Management N.V. 0.00% Reduce -45.7% 18,672 $1.5M
Sigma Planning Corp 0.05% Add +94.3% 17,108 $1.5M
Global Wealth Management Investment Advisory, Inc. 0.36% Reduce -18.1% 16,953 $1.5M
Spire Wealth Management 0.03% Reduce -7.5% 16,850 $1.5M
AXS Investments LLC 0.35% Reduce -3.9% 16,768 $1.5M
Swiss Life Asset Management Ltd 0.02% Reduce -26.0% 16,687 $1.5M
NewEdge Advisors, LLC 0.01% Add +9.2% 16,485 $1.4M
Motley Fool Asset Management LLC 0.09% Add +11.8% 16,246 $1.4M
Silver Coast Investments LLC 0.58% No change 16,202 $1.4M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -1.1% 16,137 $1.4M
Lincoln National Corp. 0.02% Add +12.9% 16,102 $1.4M
Seven Eight Capital, LP 0.15% New 16,061 $1.4M
TD Waterhouse Canada Inc. 0.01% Reduce -6.6% 15,476 $1.4M
Avitas Wealth Management LLC 0.21% Reduce -0.3% 15,829 $1.4M
International Assets Investment Management, LLC 0.14% Add +4.3% 15,825 $1.4M
Integrated Wealth Concepts LLC 0.02% Reduce -0.7% 15,782 $1.4M
Ausdal Financial Partners, Inc. 0.16% Reduce -8.9% 15,604 $1.4M
Blair William & Co. 0.00% Add +61.2% 15,525 $1.4M
Values First Advisors, Inc. 0.79% Add +35.8% 15,460 $1.4M
TFC Financial Management, Inc. 0.24% Reduce -0.0% 15,392 $1.3M
Curbstone Financial Management Corp 0.29% Reduce -2.6% 15,170 $1.3M
Semanteon Capital Management, LP 0.85% New 15,152 $1.3M
Mediolanum International Funds Ltd 0.02% — 15,104 $1.3M
Aviance Capital Partners, LLC 0.20% No change 15,000 $1.3M
NEOS Investment Management LLC 0.08% Add +1.7% 14,989 $1.3M
SageView Advisory Group, LLC 0.07% Reduce -82.5% 7,499 $1.3M
Sunbelt Securities, Inc. 0.15% Reduce -11.5% 14,899 $1.3M
Clay Northam Wealth Management, LLC 1.05% Add +18.3% 14,860 $1.3M
Clare Market Investments LLC 0.40% Reduce -2.0% 14,715 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -15.8% 14,614 $1.3M
Bank of Nova Scotia 0.00% Add +8.7% 14,558 $1.3M
First Trust Direct Indexing L.P. 0.09% Add +11.9% 14,383 $1.3M
Optimum Investment Advisors 0.58% Add +0.7% 14,350 $1.3M
Fiduciary Trust Co 0.02% Add +3.3% 14,250 $1.2M
Insigneo Advisory Services, LLC 0.15% Reduce -3.2% 14,221 $1.2M
Castle Rock Wealth Management, LLC 0.34% Add +14.3% 14,530 $1.2M
AustralianSuper Pty Ltd 0.01% No change 14,166 $1.2M
Harvest Fund Management Co., Ltd 0.11% Add +258.7% 14,125 $1.2M
Cibc World Market Inc. 0.00% Add +77.3% 13,989 $1.2M
LRT Capital Management, LLC 1.09% Reduce -11.2% 13,812 $1.2M
Albion Financial Group 0.09% Add +1.5% 13,709 $1.2M
IFP Advisors, Inc 0.05% Reduce -45.5% 13,675 $1.2M
Raymond James Trust N.A. 0.03% Reduce -5.6% 13,674 $1.2M
Avantax Advisory Services, Inc. 0.01% Reduce -29.6% 13,580 $1.2M
Illinois Municipal Retirement Fund 0.02% No change 13,558 $1.2M
Prospera Financial Services Inc 0.03% Reduce -3.1% 13,375 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Add +24.7% 13,178 $1.2M
Ameritas Investment Partners, Inc. 0.04% No change 13,143 $1.1M
Prime Capital Investment Advisors, LLC 0.02% Reduce -14.4% 12,822 $1.1M
Northstar Advisory Group, LLC 0.68% New 12,587 $1.1M
Ameritas Advisory Services, LLC 0.05% New 12,660 $1.1M
Lazard Asset Management LLC 0.00% Add +1.4% 12,755 $1.1M
Alta Wealth Advisors LLC 0.56% Reduce -5.3% 12,662 $1.1M
Smith Group Asset Management, LLC 0.06% Add +1.3% 12,600 $1.1M
Ellevest, Inc. 0.07% Reduce -7.9% 12,482 $1.1M
Institute for Wealth Management, LLC. 0.14% Add +22.4% 12,445 $1.1M
Empowered Funds, LLC 0.02% Add +15.3% 12,400 $1.1M
Wealth Management Associates, Inc. 0.51% Add +44.3% 11,048 $1.1M
Dynamic Advisor Solutions LLC 0.04% Add +43.9% 12,211 $1.1M
Captrust Financial Advisors 0.00% Reduce -32.8% 12,012 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +6.1% 11,841 $1.0M
Central Pacific Bank - Trust Division 0.14% — 11,847 $1.0M
Strategic Advocates LLC 0.40% Reduce -5.8% 11,827 $1.0M
Fifth Third Bancorp 0.00% Reduce -2.4% 11,667 $1.0M
Wilbanks Smith & Thomas Asset Management LLC 0.03% No change 11,640 $1.0M
Concorde Asset Management, LLC 0.69% Reduce -2.4% 11,608 $1.0M
New York State Teachers Retirement System 0.00% Add +217.7% 11,596 $1.0M
Lido Advisors, LLC 0.01% Add +32.9% 11,546 $1.0M
Stablepoint Partners, LLC 0.20% Add +25.4% 11,478 $1.0M
Advisory Resource Group 0.23% Add +5.8% 11,464 $1.0M
Alpha DNA Investment Management LLC 0.55% New 11,416 $998K
Occudo Quantitative Strategies LP 0.17% New 11,364 $993K
Hantz Financial Services, Inc. 0.02% Add +16.2% 11,351 $992K
Teacher Retirement System of Texas 0.01% Reduce -44.5% 11,345 $992K
Visionary Wealth Advisors 0.07% Reduce -2.3% 11,335 $991K
Dakota Wealth Management 0.02% Reduce -34.1% 11,109 $971K
Acadian Asset Management LLC 0.00% Add +99.4% 11,022 $962K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.03% Reduce -26.7% 11,000 $962K
Rothschild Investment LLC 0.07% Add +107.6% 10,817 $946K
Virtus Advisers, LLC 0.50% Add +36.0% 10,793 $944K
HighPoint Advisor Group LLC 0.07% Add +54.8% 10,683 $935K
Alberta Investment Management Corp 0.01% No change 10,600 $927K
Annis Gardner Whiting Capital Advisors, LLC 0.33% Add +3.4% 10,592 $926K
Bridgewater Advisors Inc. 0.14% New 10,522 $920K
Kingsview Wealth Management, LLC 0.02% Reduce -24.9% 10,480 $916K
Versor Investments LP 0.18% Reduce -23.9% 10,454 $914K
Keybank National Association 0.00% Add +2.1% 10,371 $907K
Mgo One Seven LLC 0.05% Reduce -0.7% 10,319 $902K
Sequoia Financial Advisors, LLC 0.01% Add +20.3% 10,260 $897K
EP Wealth Advisors, LLC 0.01% Add +51.2% 10,254 $896K
Redwood Financial Network Corp 0.77% Reduce -1.0% 10,130 $886K
Advisors Capital Management, LLC 0.02% New 10,128 $885K
Signaturefd, LLC 0.02% Add +9.9% 9,943 $869K
Axq Capital, LP 0.21% Add +115.2% 9,900 $865K
Vontobel Holding Ltd. 0.01% Reduce -1.3% 9,865 $862K
Centiva Capital, LP 0.05% Add +122.9% 9,770 $854K
HM Payson & Co. 0.02% Reduce -3.0% 9,764 $854K
Kirtland Hills Capital Management, LLC 0.73% — 9,767 $848K
Certuity, LLC 0.07% Add +2.8% 9,665 $845K
Ieq Capital, LLC 0.01% Reduce -5.4% 9,638 $843K
Everhart Financial Group, Inc. 0.24% Reduce -47.3% 9,606 $840K
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -71.5% 9,570 $837K
Investment Management Corp of Ontario 0.02% Reduce -7.8% 9,560 $836K
Leonteq Securities AG 0.11% Reduce -19.9% 9,168 $801K
Pier Capital, LLC 0.11% Add +1.4% 9,000 $787K
Degroof Petercam Asset Management 0.01% Reduce -18.2% 9,000 $787K
Stiles Financial Services Inc 0.31% Reduce -1.6% 8,935 $781K
GenTrust, LLC 0.05% No change 8,900 $778K
American Trust 0.06% Add +0.6% 8,815 $771K
Sheaff Brock Investment Advisors, LLC 0.06% Reduce -5.4% 8,792 $769K
Bell Bank 0.07% Reduce -10.4% 8,783 $768K
Thoroughbred Financial Services, LLC 0.07% Reduce -14.7% 8,716 $761K
Caprock Group, LLC 0.04% Add +10.3% 8,642 $755K
Enzi Wealth 0.35% Reduce -8.8% 9,325 $755K
Balentine LLC 0.02% Add +7.4% 8,630 $754K
NorthCoast Asset Management LLC 0.01% New 8,624 $754K
Jackson Square Capital, LLC 0.19% Add +21.1% 8,600 $752K
RFG Advisory, LLC 0.03% Add +4.3% 8,597 $752K
Strategic Blueprint, LLC 0.05% Add +0.3% 8,583 $750K
Sargent Investment Group, LLC 0.16% Reduce -3.1% 8,530 $746K
Sciencast Management LP 0.45% New 8,525 $745K
GraniteShares Advisors LLC 0.39% Reduce -3.5% 8,501 $743K
Shay Capital LLC 0.22% New 8,500 $743K
Elevation Point Wealth Partners, LLC 0.06% Add +13.5% 8,466 $740K
HB Wealth Management, LLC 0.01% Add +53.0% 8,254 $722K
Rakuten Investment Management, Inc. 0.01% Add +2440.3% 8,129 $711K
Hillsdale Investment Management Inc. 0.06% Add +4333.3% 7,980 $698K
SeaCrest Wealth Management, LLC 0.08% Add +0.4% 7,877 $689K
Csenge Advisory Group 0.04% Add +1.8% 7,869 $688K
Vestcor Inc 0.02% Reduce -16.2% 7,821 $684K
Level Four Advisory Services, LLC 0.04% No change 9,486 $683K
Valeo Financial Advisors, LLC 0.02% Add +17.1% 8,061 $675K
Steward Partners Investment Advisory, LLC 0.01% Add +5.7% 7,666 $670K
Peterson Wealth Services 0.24% New 7,613 $666K
Perigon Wealth Management, LLC 0.02% Reduce -3.6% 7,610 $665K
Procyon Advisors, LLC 0.05% Reduce -3.1% 7,554 $660K
Prudential PLC 0.01% Reduce -70.6% 7,469 $653K
STF Management LP 0.28% Reduce -2.8% 7,422 $649K
RMR Wealth Builders 0.08% Add +21.4% 7,421 $649K
Altrafin AG 0.23% Add +13.9% 7,350 $643K
One Charles Private Wealth Services, LLC 0.28% No change 7,225 $632K
Arlington Financial Advisors, LLC 0.14% Reduce -0.0% 7,207 $630K
Granite Harbor Advisors, Inc. 0.42% No change 7,072 $618K
Great Valley Advisor Group, Inc. 0.02% Add +46.0% 7,061 $617K
Metis Global Partners, LLC 0.02% Reduce -4.2% 6,922 $605K
Emerald Advisers, LLC 0.02% Reduce -1.6% 6,876 $601K
Meeder Advisory Services, Inc. 0.06% Add +4.2% 6,853 $599K
Gratus Capital, LLC 0.03% New 6,825 $597K
GM Advisory Group, LLC 0.04% Reduce -0.4% 6,820 $596K
Choreo, LLC 0.02% Reduce -9.7% 6,763 $591K
Veltria Advisors Corp. 0.15% Add +101.8% 6,758 $591K
Private Trust Co. NA 0.06% Reduce -10.9% 6,689 $585K
Redwood Wealth Management Group, LLC 0.61% Reduce -9.1% 6,535 $571K
North Star Asset Management Inc. 0.03% Add +0.5% 6,535 $571K
Great Lakes Advisors, LLC 0.00% Reduce -8.0% 6,480 $567K
Stratos Wealth Partners, LTD. 0.01% Add +13.6% 6,446 $564K
Two Sigma Investments, LP 0.00% New 6,400 $559K
Dana Investment Advisors, Inc. 0.02% New 6,381 $558K
Van Hulzen Asset Management, LLC 0.04% Reduce -4.5% 6,310 $552K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +26.8% 6,300 $551K
UniSuper Management Pty Ltd 0.01% Add +96.9% 6,300 $551K
Principal Securities, Inc. 0.02% Add +12.2% 6,184 $541K
CNB Bank 0.26% Add +5.6% 6,159 $538K
9258 Wealth Management, LLC 0.08% Reduce -0.2% 6,146 $537K
HBK Sorce Advisory LLC 0.02% Reduce -31.8% 6,140 $537K
HHM Wealth Advisors, LLC 0.09% No change 6,100 $533K
Parallel Advisors, LLC 0.01% Add +6.0% 6,097 $533K
Prosperity Consulting Group, LLC 0.07% Add +12.8% 6,078 $531K
FAS Wealth Partners, Inc. 0.05% Reduce -27.8% 6,021 $526K
Broadwater Capital Management LLC 0.40% No change 6,000 $525K
Rathbones Group PLC 0.00% Reduce -10.5% 5,959 $521K
Corton Capital Inc. 0.19% New 5,862 $512K
Haverford Trust Co 0.01% No change 5,830 $510K
CAP Partners, LLC 0.45% Add +5.8% 5,823 $509K
Capital Advisors Inc. 0.01% No change 5,781 $505K
Knollwood Investment Advisory, LLC 0.09% No change 5,750 $503K
Financial Advocates Investment Management 0.03% Reduce -1.7% 5,721 $500K
Voya Financial Advisors, Inc. 0.06% Reduce -4.0% 5,721 $499K
Yorktown Management & Research Co Inc 0.47% No change 5,700 $498K
Loudon Investment Management, LLC 0.29% Reduce -20.8% 5,700 $498K
Yousif Capital Management, LLC 0.01% Add +9.0% 5,669 $496K
LCM Capital Management Inc 0.32% No change 5,650 $494K
Chicago Partners Investment Group LLC 0.02% Add +0.9% 6,088 $494K
Avestar Capital, LLC 0.06% Add +4.4% 5,635 $493K
Gerber Kawasaki Wealth & Investment Management 0.03% No change 5,617 $491K
Shell Asset Management Co. 0.02% Reduce -40.4% 5,002 $489K
J.W. Cole Advisors, Inc. 0.02% Add +39.9% 5,568 $487K
Concourse Financial Group Securities, Inc. 0.03% Reduce -8.0% 5,555 $486K
Ossiam 0.01% Reduce -20.0% 5,488 $480K
EMC Capital Management 0.28% Add +10.0% 5,500 $475K
Campbell & CO Investment Adviser LLC 0.04% New 5,392 $471K
Pitcairn Co. 0.03% Reduce -0.0% 5,385 $471K
Carnegie Investment Counsel 0.01% New 5,366 $469K
PFG Investments, LLC 0.03% New 5,340 $467K
OneDigital Investment Advisors LLC 0.01% Add +17.8% 5,326 $466K
MAI Capital Management 0.00% Reduce -3.6% 5,309 $464K
Donoghue Forlines LLC 0.13% Add +21.7% 5,297 $463K
BLB&B Advisors, LLC 0.03% New 5,260 $460K
National Wealth Management Group, LLC 0.36% New 5,257 $460K
Apella Capital, LLC 0.02% Reduce -0.4% 5,284 $459K
Sapient Capital LLC 0.01% Reduce -23.2% 5,239 $458K
Juncture Wealth Strategies, LLC 0.20% New 5,184 $453K
Concurrent Investment Advisors, LLC 0.02% Reduce -10.8% 5,158 $451K
Empower Advisory Group, LLC 0.00% Reduce -32.3% 5,154 $451K
IHT Wealth Management, LLC 0.02% Add +6.1% 5,125 $448K
Cary Street Partners Investment Advisory LLC 0.02% No change 5,105 $446K
Baldwin Wealth Partners LLC 0.03% No change 5,090 $445K
Atticus Wealth Management, LLC 0.14% Reduce -33.1% 5,057 $442K
Axxcess Wealth Management, LLC 0.01% Add +0.3% 5,041 $441K
Coldstream Capital Management Inc. 0.01% Add +20.5% 4,957 $433K
Camden National Bank 0.08% No change 4,938 $432K
Heritage Investors Management Corp. 0.02% No change 4,900 $428K
Traynor Capital Management, Inc. 0.04% Add +4.1% 4,864 $425K
Arthur M. Cohen & Associates, LLC 0.09% Add +22.8% 4,850 $424K
Arrowroot Family Office, LLC 0.27% Add +0.3% 4,814 $421K
PSI Advisors, LLC 0.15% Add +25.0% 4,800 $420K
Focused Wealth Management, Inc 0.07% Add +30.1% 4,782 $418K
Mutual Advisors, LLC 0.01% Add +5.2% 4,736 $414K
Cigna Investments Inc. 0.08% Reduce -1.6% 4,647 $406K
Harbor Capital Advisors, Inc. 0.05% Reduce -38.2% 4,641 $406K
Grandview Asset Management LLC 0.18% No change 4,620 $404K
Fulcrum Capital LLC 0.09% Add +1.6% 4,571 $400K
Mattern Wealth Management LLC 0.10% Reduce -6.5% 4,570 $400K
Executive Wealth Management, LLC 0.03% New 4,565 $399K
Hamilton Point Investment Advisors, LLC 0.08% No change 4,480 $392K
Premier Path Wealth Partners, LLC 0.07% Add +2.4% 4,479 $392K
Brookstone Capital Management 0.01% Add +33.6% 4,477 $391K
17 Capital Partners, LLC 0.29% Reduce -0.7% 4,455 $389K
ICICI Prudential Asset Management Co Ltd 0.04% Add +2.3% 4,430 $387K
Harbour Capital Advisors, LLC 0.10% New 4,430 $386K
Venturi Wealth Management, LLC 0.02% Add +1.0% 4,393 $384K
Pure Financial Advisors, LLC 0.01% Reduce -11.7% 4,388 $384K
Viawealth, LLC 0.24% Reduce -9.8% 4,384 $383K
Carmichael Hill & Associates, Inc. 0.16% No change 4,350 $380K
Douglass Winthrop Advisors, LLC 0.01% No change 4,320 $378K
Alpha Cubed Investments, LLC 0.02% Reduce -6.5% 4,300 $376K
DDFG, Inc 0.12% Reduce -21.2% 4,261 $372K
Moors & Cabot, Inc. 0.02% Add +1.4% 4,256 $372K
Soltis Investment Advisors LLC 0.04% Add +16.6% 4,242 $371K
One Wealth Management Investment & Advisory Services, LLC 0.15% Reduce -0.9% 4,206 $368K
Arbor Capital Management Inc. 0.35% No change 4,000 $365K
DAVENPORT & Co LLC 0.00% Add +7.9% 4,118 $360K
Parisi Gray Wealth Management 0.13% Add +0.6% 4,105 $359K
Lane & Associates LLC 0.22% Add +1.3% 4,083 $357K
Johnson Investment Counsel Inc. 0.00% New 4,079 $357K
Point72 Asia (Singapore) Pte. Ltd. 0.09% New 4,071 $356K
Shelton Wealth Management, LLC 0.22% Add +3.7% 4,067 $356K
Cornerstone Wealth Management, LLC 0.03% Add +0.7% 4,062 $355K
Mayflower Financial Advisors, LLC 0.06% Reduce -6.3% 4,058 $355K
NorthRock Partners, LLC 0.01% Add +31.2% 4,045 $354K
Cynosure Group, LLC 0.06% New 4,035 $353K
Brighton Jones LLC 0.01% Add +6.0% 4,029 $352K
AE Wealth Management LLC 0.00% Reduce -94.5% 4,021 $352K
Edge Financial Advisors LLC 0.31% — 4,000 $350K
Montgomery Investment Management Inc. 0.13% No change 4,000 $350K
Aries Wealth Management 0.11% No change 4,000 $350K
Algert Global LLC 0.01% Reduce -34.1% 3,993 $349K
Gotham Asset Management 0.01% Reduce -66.2% 3,958 $346K
Aptus Capital Advisors, LLC 0.01% Add +32.4% 3,939 $344K
First American Bank 0.03% Reduce -9.3% 3,924 $343K
Buckingham Strategic Wealth, LLC 0.00% Add +5.9% 3,870 $338K
Beacon Pointe Advisors, LLC 0.00% Reduce -3.5% 3,830 $335K
Derbend Asset Management 0.16% Reduce -16.5% 3,825 $334K
Merit Financial Group, LLC 0.01% Add +30.7% 3,774 $334K
Norinchukin Bank, The 0.01% Reduce -4.7% 3,819 $334K
Stephens Inc. 0.01% Reduce -81.0% 3,813 $333K
Cambridge Trust Co. 0.01% Add +303.3% 3,803 $332K
Correct Capital Wealth Management 0.08% Add +30.2% 3,803 $332K
Centurion Wealth Management LLC 0.13% Add +6.7% 3,773 $330K
Tyler-Stone Wealth Management 0.15% Reduce -46.0% 3,753 $328K
Edgestream Partners, L.P. 0.02% Reduce -86.3% 3,741 $327K
E Fund Management Co., Ltd. 0.02% Reduce -3.1% 3,723 $325K
Maxi Investments CY Ltd 0.09% New 3,720 $325K
Crossmark Global Holdings, Inc. 0.01% Add +23.4% 3,691 $323K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -2.4% 3,680 $322K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -9.9% 3,652 $319K
First Horizon Advisors, Inc. 0.01% Reduce -3.6% 3,650 $319K
Gill Capital Partners, LLC 0.13% No change 3,845 $319K
Machina Capital S.A.S. 0.17% New 3,623 $317K
Strategic Financial Concepts, LLC 0.08% New 3,619 $316K
Scotia Capital Inc. 0.00% Add +14.7% 3,605 $315K
Prosperity Wealth Management, Inc. 0.15% New 3,590 $314K
Interchange Capital Partners, LLC 0.21% Add +13.4% 3,552 $314K
Ritholtz Wealth Management 0.01% Reduce -34.8% 3,585 $313K
Verdence Capital Advisors LLC 0.03% Reduce -0.5% 3,557 $311K
Lecap Asset Management Ltd. 0.06% New 3,551 $310K
Forum Financial Management, LP 0.01% Reduce -0.0% 3,520 $308K
United Community Bank 0.12% Reduce -1.1% 3,510 $307K
Greytown Advisors Inc. 0.17% Reduce -3.2% 3,508 $307K
Greenland Capital Management LP 0.05% Reduce -69.0% 3,499 $306K
Donor Advised Charitable Giving, Inc. 0.01% No change 3,450 $302K
Baron Wealth Management LLC 0.16% No change 3,449 $302K
Exchange Traded Concepts, LLC 0.01% Add +9991.2% 3,431 $300K
Bedel Financial Consulting, Inc. 0.05% Add +17.1% 3,429 $300K
Allworth Financial LP 0.00% Reduce -13.9% 3,369 $295K
Abbrea Capital, LLC 0.04% No change 3,350 $293K
Global Retirement Partners, LLC 0.01% Reduce -8.4% 3,332 $291K
Nebula Research & Development LLC 0.06% New 3,261 $285K
Belpointe Asset Management LLC 0.02% Reduce -5.7% 3,241 $283K
PFG Advisors 0.02% No change 3,231 $282K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 3,200 $280K
Ballentine Partners, LLC 0.01% Reduce -11.7% 3,183 $278K
Consolidated Portfolio Review Corp 0.07% Add +0.3% 3,179 $278K
Equitable Trust Co. 0.02% No change 3,179 $278K
Jacobs & Co. 0.03% No change 3,175 $277K
Qtron Investments LLC 0.04% Reduce -45.1% 3,168 $277K
Fort Point Capital Partners LLC 0.04% Reduce -13.7% 3,165 $277K
Dorsey & Whitney Trust CO LLC 0.02% New 3,157 $276K
OneAscent Financial Services LLC 0.03% Add +3.9% 3,147 $275K
MIdWestOne Financial Group, Inc. 0.05% Add +10.2% 3,144 $275K
Mount Lucas Management LP 0.09% Reduce -8.2% 3,143 $275K
Oxford Financial Group, LTD. LLC 0.02% Add +2.8% 3,128 $273K
Quadcap Wealth Management, LLC 0.06% Add +1.4% 3,127 $273K
Nemes Rush Group LLC 0.04% Reduce -3.3% 3,111 $272K
Jones Financial Companies LLLP 0.00% Add +567.3% 3,103 $271K
Exencial Wealth Advisors, LLC 0.01% Add +10.0% 3,100 $271K
Fisher Asset Management 0.00% Reduce -27.1% 3,097 $271K
Gsa Capital Partners LLP 0.02% New 3,088 $270K
Modera Wealth Management, LLC 0.00% New 3,074 $269K
Freestone Capital Holdings, LLC 0.01% Reduce -56.9% 3,060 $268K
World Equity Group, Inc. 0.05% Reduce -77.7% 3,053 $267K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 3,039 $266K
Perennial Investment Advisors, LLC 0.04% New 3,037 $265K
Counterpoint Mutual Funds LLC 0.07% New 3,033 $265K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +1073.6% 3,028 $265K
JFG Wealth Management, LLC 0.07% Reduce -24.9% 3,006 $263K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 3,000 $262K
Granite Group Advisors, LLC 0.17% No change 2,973 $260K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.9% 2,972 $260K
Focus Partners Advisor Solutions, LLC 0.01% New 2,948 $258K
L.M. Kohn & Company 0.07% Add +4.1% 2,947 $258K
Total Clarity Wealth Management, Inc. 0.09% Reduce -4.9% 2,921 $255K
LVZ, Inc. 0.03% No change 2,900 $254K
Koshinski Asset Management, Inc. 0.03% New 2,899 $253K
Integrity Wealth Solutions LLC 0.17% No change 2,898 $253K
Cipher Capital LP 0.12% Reduce -33.1% 2,896 $253K
Trust Point Inc. 0.02% New 2,887 $252K
Founders Financial Alliance, LLC 0.08% New 2,875 $251K
U.S. Capital Wealth Advisors, LLC 0.01% No change 2,875 $251K
Marex Group Ltd 0.01% New 2,843 $249K
Steel Grove Capital Advisors, LLC 0.03% New 2,827 $247K
Townsquare Capital LLC 0.00% Reduce -34.7% 2,800 $245K
Diversify Advisory Services, LLC 0.01% — 2,797 $244K
Strategic Advisors LLC 0.05% Reduce -1.5% 2,777 $243K
Ostrum Asset Management 0.02% No change 2,771 $242K
Scientech Research LLC 0.13% New 2,769 $242K
Crown Wealth Group, LLC 0.12% New 2,747 $240K
Greenleaf Trust 0.00% New 2,742 $240K
Concentrum Wealth Management 0.11% New 2,741 $240K
Ifrah Financial Services, Inc. 0.07% New 2,720 $238K
Walkner Condon Financial Advisors LLC 0.05% New 2,701 $236K
Old National Bancorp 0.01% Reduce -29.9% 2,700 $236K
Wedmont Private Capital 0.02% New 2,711 $235K
Mathes Company, Inc. 0.09% Reduce -62.1% 2,650 $232K
SVB Wealth LLC 0.01% New 2,637 $231K
Centaurus Financial, Inc. 0.02% No change 2,623 $229K
Harbour Investments, Inc. 0.01% Reduce -2.3% 2,616 $229K
Latitude Advisors, LLC 0.14% New 2,609 $228K
Headinvest, LLC 0.04% New 2,605 $228K
WMS Partners, LLC 0.02% New 2,600 $227K
Moneta Group Investment Advisors LLC 0.00% New 2,593 $227K
Sandy Spring Bank 0.01% Add +31.1% 2,572 $225K
Walled Lake Planning & Wealth Management, LLC 0.09% Reduce -13.4% 2,558 $224K
Pinnacle Associates Ltd. 0.00% New 2,530 $221K
Barlow Wealth Partners, LLC 0.03% New 2,550 $220K
West Tower Group, LLC 0.66% New 2,500 $219K
Rodgers Brothers Inc. 0.03% New 2,500 $219K
Coastal Bridge Advisors, LLC 0.05% New 2,498 $218K
Covestor Ltd 0.14% Add +1207.3% 2,497 $218K
Evercore Wealth Management, LLC 0.00% New 2,489 $218K
Oracle Alpha Inc. 0.39% New 2,471 $216K
Arkadios Wealth Advisors 0.02% New 2,439 $213K
Graypoint LLC 0.02% New 2,425 $212K
Everpar Advisors LLC 0.13% Reduce -41.4% 2,411 $211K
Boston Family Office LLC 0.02% New 2,400 $210K
SteelPeak Wealth, LLC 0.01% New 2,400 $210K
Connecticut Wealth Management, LLC 0.01% New 2,369 $207K
Clearstead Advisors, LLC 0.01% Add +25.8% 2,347 $205K
Means Investment Co., Inc. 0.03% New 2,335 $204K
Assetmark, Inc. 0.00% Add +24.5% 2,335 $204K
Gladstone Institutional Advisory LLC 0.01% New 2,334 $204K
Waterway Wealth Management, LLC 0.09% New 2,331 $204K
AlphaQuest LLC 0.04% Add +90.8% 2,309 $202K
Banco BTG Pactual S.A. 0.06% New 2,300 $201K
FineMark National Bank & Trust 0.01% New 2,295 $201K
Trivium Point Advisory, LLC 0.04% New 2,291 $200K
Highline Wealth Partners LLC 0.08% Reduce -0.5% 2,200 $192K
Truvestments Capital LLC 0.07% Reduce -9.6% 2,175 $190K
Lindbrook Capital, LLC 0.02% Reduce -7.8% 2,078 $182K
Penserra Capital Management LLC 0.00% Add +3.7% 2,080 $181K
Federated Hermes, Inc. 0.00% New 2,026 $177K
China Universal Asset Management Co., Ltd. 0.02% Add +128.1% 2,007 $175K
Y.D. More Investments Ltd 0.03% No change 2,000 $175K
Compagnie Lombard Odier SCmA 0.00% No change 2,000 $175K
CoreCap Advisors, LLC 0.01% New 1,989 $174K
Abound Wealth Management 0.06% Reduce -0.4% 1,879 $164K
Advisors Asset Management, Inc. 0.00% Reduce -13.7% 1,732 $151K
Bessemer Group Inc. 0.00% Add +4.7% 1,729 $151K
Resources Management Corp. /CT/ 0.02% No change 1,665 $146K
Farther Finance Advisors, LLC 0.01% Add +3.7% 1,641 $143K
Ritter Daniher Financial Advisory LLC / DE 0.05% Reduce -9.4% 1,639 $143K
UMB Bank, n.a. 0.00% Reduce -3.9% 1,594 $139K
Thompson Investment Management, Inc. 0.02% Add +0.3% 1,560 $136K
GAMMA Investing LLC 0.03% Add +20.5% 1,558 $136K
Avondale Wealth Management 0.09% No change 1,500 $131K
Alta Advisers Ltd 0.07% No change 1,500 $131K
Planning Capital Management Corp 0.09% No change 1,484 $130K
EntryPoint Capital, LLC 0.12% Reduce -34.3% 1,467 $128K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -5.8% 1,335 $117K
Benjamin Edwards Inc. 0.02% Add +4.0% 1,261 $110K
Huntington National Bank 0.00% Add +36.7% 1,255 $110K
FinTrust Capital Advisors, LLC 0.02% No change 1,230 $108K
Key Financial Inc 0.03% No change 1,200 $105K
Toth Financial Advisory Corp. 0.01% Reduce -3.1% 1,200 $105K
Johnson Financial Group, Inc. 0.01% No change 1,190 $104K
ICA Group Wealth Management, LLC 0.02% Add +1.3% 1,167 $102K
NFSG Corp 0.04% Reduce -8.0% 1,155 $101K
V-Square Quantitative Management LLC 0.01% No change 1,023 $89K
GoalVest Advisory LLC 0.03% No change 1,002 $88K
nVerses Capital, LLC 0.21% New 1,000 $87K
Western Pacific Wealth Management, LP 0.06% No change 1,000 $87K
Quadrant Capital Group LLC 0.01% Reduce -13.5% 985 $86K
Smartleaf Asset Management LLC 0.02% Add +1.8% 962 $84K
Hollencrest Capital Management 0.00% No change 950 $83K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 949 $83K
Westpac Banking Corp. 0.01% No change 922 $81K
TD Private Client Wealth LLC 0.00% Add +3.2% 911 $80K
Tobam 0.01% New 901 $79K
First Manhattan Co. Llc. 0.00% No change 891 $78K
Rakuten Securities, Inc. 0.03% Add +0.7% 881 $77K
EverSource Wealth Advisors, LLC 0.01% Reduce -54.6% 914 $76K
Arax Advisory Partners 0.01% No change 817 $71K
Adirondack Trust Co. 0.03% No change 800 $70K
Quent Capital, LLC 0.01% Add +115.0% 800 $70K
Jamison Private Wealth Management, Inc. 0.01% Reduce -11.1% 796 $70K
Janiczek Wealth Management, LLC 0.01% Add +8.5% 777 $68K
Avior Wealth Management, LLC 0.00% Add +245.3% 777 $68K
Cutler Group LLC / CA 0.03% Reduce -98.2% 737 $64K
Armstrong Advisory Group, Inc. 0.01% No change 880 $63K
Manchester Capital Management LLC 0.01% No change 721 $63K
Sugarloaf Wealth Management, LLC 0.01% No change 700 $61K
Evermay Wealth Management LLC 0.01% No change 670 $59K
Whittier Trust Co. of Nevada Inc. 0.00% No change 600 $52K
Banque Cantonale Vaudoise 0.00% Reduce -11.8% 599 $52K
Anchor Investment Management, LLC 0.01% No change 590 $52K
Provenance Wealth Advisors, LLC 0.01% Add +8.7% 575 $50K
Credit Agricole S A 0.00% New 587 $47K
SYSTM Wealth Solutions LLC 0.01% No change 538 $47K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.03% Reduce -37.0% 511 $45K
Ancora Advisors LLC 0.00% No change 510 $45K
Trifecta Capital Advisors, LLC 0.01% No change 510 $45K
Strengthening Families & Communities, LLC 0.03% No change 500 $44K
Parkside Financial Bank & Trust 0.01% Add +23.3% 502 $44K
Your Advocates Ltd., LLP 0.02% No change 500 $44K
Glass Jacobson Investment Advisors llc 0.02% No change 490 $43K
Guinness Atkinson Asset Management Inc 0.02% Reduce -25.0% 474 $41K
AlphaCentric Advisors LLC 0.02% Reduce -11.9% 467 $41K
GHP Investment Advisors, Inc. 0.00% No change 460 $40K
Valley National Advisers Inc. 0.01% Reduce -31.8% 462 $40K
RFP Financial Group LLC 0.01% Add +6.0% 439 $38K
Catalyst Capital Advisors LLC 0.00% Add +3.1% 432 $38K
Caitlin John, LLC 0.03% No change 411 $36K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 400 $35K
Main Street Group, LTD 0.02% No change 400 $35K
Grove Bank & Trust 0.01% Reduce -20.4% 382 $33K
Pacifica Partners Inc. 0.01% No change 370 $32K
Smithfield Trust Co 0.00% Add +5.6% 341 $32K
Laurel Wealth Advisors LLC 0.01% New 354 $31K
Colonial Trust Advisors 0.00% New 350 $31K
Global Assets Advisory, LLC 0.02% New 344 $30K
Blue Trust, Inc. 0.00% Reduce -45.4% 343 $30K
Larson Financial Group LLC 0.00% Add +34.0% 339 $30K
Bogart Wealth, LLC 0.00% Add +194.7% 336 $29K
Plante Moran Financial Advisors, LLC 0.00% Reduce -5.5% 329 $29K
WealthCollab, LLC 0.02% No change 319 $28K
St Germain D J Co. Inc. 0.00% Add +4.7% 314 $27K
Riverview Trust Co 0.02% New 307 $27K
Montag A & Associates Inc. 0.00% No change 302 $26K
Pinnacle Bancorp, Inc. 0.01% Add +119.8% 299 $26K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 300 $26K
Cullen/Frost Bankers, Inc. 0.00% Add +797.0% 296 $26K
Bell Investment Advisors, Inc 0.01% Add +6.5% 293 $26K
McIlrath & Eck, LLC 0.00% Add +45.0% 290 $25K
Rise Advisors, LLC 0.01% Reduce -23.1% 280 $24K
SRH Advisors, LLC 0.01% No change 280 $24K
Bokf, NA 0.00% Reduce -17.2% 279 $24K
CVA Family Office, LLC 0.00% Add +2.2% 276 $24K
West Oak Capital, LLC 0.01% No change 275 $24K
Meeder Asset Management Inc. 0.00% New 262 $23K
Towne Trust Company, N.A 0.01% New 250 $22K
Park Place Capital Corp 0.01% Reduce -11.4% 240 $21K
Tradewinds Capital Management, LLC 0.01% Reduce -14.3% 240 $21K
Beacon Capital Management, LLC 0.00% Reduce -5.9% 239 $21K
Liberty One Investment Management, LLC 0.00% Add +5.8% 238 $21K
Private Wealth Management Group, LLC 0.01% Add +221.4% 225 $20K
Brown, Lisle/Cummings, Inc. 0.01% No change 225 $20K
Colonial Trust Co / SC 0.00% Add +4.7% 223 $20K
LifeSteps Financial, Inc. 0.01% New 220 $19K
MidAtlantic Capital Management, Inc. 0.02% Reduce -24.2% 219 $19K
Financial Synergies Wealth Advisors, Inc. 0.00% Reduce -30.9% 215 $19K
Salem Investment Counselors Inc. 0.00% Reduce -4.4% 215 $19K
Kelly Financial Services LLC 0.01% Add +546.9% 207 $18K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 200 $17K
Operose Advisors LLC 0.01% No change 200 $17K
Glen Eagle Advisors, LLC 0.00% Reduce -16.7% 200 $17K
Continuum Advisory, LLC 0.00% New 188 $17K
Zions Bancorporation, N.A. 0.00% Reduce -4.6% 187 $16K
Pittenger & Anderson Inc. 0.00% Reduce -93.3% 185 $16K
Dogwood Wealth Management LLC 0.01% No change 174 $15K
Vima LLC 0.02% Add +31.7% 245 $15K
FSA Wealth Management LLC 0.01% No change 165 $14K
Legacy Bridge, LLC 0.01% New 150 $13K
Blume Capital Management, Inc. 0.00% No change 150 $13K
Webster Bank, N. A. 0.00% No change 150 $13K
Mather Group, Llc. 0.00% New 175 $13K
Anfield Capital Management, LLC 0.01% New 142 $12K
JFS Wealth Advisors, LLC 0.00% No change 127 $11K
Lanark Financial, Inc. 0.00% No change 118 $11K
Scarborough Advisors, LLC 0.01% Reduce -44.4% 125 $11K
Financial Perspectives, Inc 0.00% No change 124 $11K
Macroview Investment Management LLC 0.01% Add +490.0% 118 $10K
Caldwell Sutter Capital, Inc. 0.00% Add +37.5% 110 $10K
Davidson Capital Management Inc. 0.00% Add +32.9% 101 $9K
Burkett Financial Services, LLC 0.00% No change 100 $9K
Credential Qtrade Securities Inc. 0.00% No change 100 $9K
Northwest Bank & Trust Co 0.01% No change 100 $8K
AdvisorNet Financial, Inc 0.00% Add +2.2% 92 $8K
Asset Dedication, LLC 0.00% No change 100 $8K
Sound Income Strategies, LLC 0.00% Add +240.0% 85 $7K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +7.9% 82 $7K
Sachetta, LLC 0.00% No change 86 $6K
HighMark Wealth Management LLC 0.00% Reduce -10.3% 70 $6K
Northwest Capital Management Inc 0.00% No change 70 $6K
Capital Advisors, Ltd. LLC 0.00% Add +10.2% 65 $6K
Pacific Capital Wealth Advisors, Inc. 0.00% New 62 $5K
ClariVest Asset Management LLC 0.00% Add +100.0% 60 $5K
Cornerstone Planning Group LLC 0.00% Add +21.7% 56 $5K
Beaird Harris Wealth Management, LLC 0.00% No change 55 $5K
New Covenant Trust Company, N.A. 0.00% — 50 $4K
Raffa Wealth Management, LLC 0.00% No change 50 $4K
MV Capital Management, Inc. 0.00% Add +1500.0% 48 $4K
Coston, McIsaac & Partners 0.00% No change 50 $4K
Avion Wealth 0.00% Add +33.3% 36 $4K
Westside Investment Management, Inc. 0.00% No change 45 $4K
Dunhill Financial, LLC 0.00% No change 40 $3K
Duncker Streett & Co. Inc. 0.00% No change 40 $3K
Northwest Investment Counselors, LLC 0.00% New 39 $3K
VitalStone Financial, LLC 0.00% No change 40 $3K
Capital Analysts, LLC 0.00% No change 30 $3K
GW&K Investment Management, LLC 0.00% No change 40 $3K
Addison Advisors LLC 0.00% No change 32 $3K
Valued Wealth Advisors LLC 0.00% No change 31 $3K
Valley Wealth Managers, Inc. 0.00% No change 30 $3K
Blue Bell Private Wealth Management, LLC 0.00% No change 28 $2K
Fortitude Family Office, LLC 0.00% No change 27 $2K
SJS Investment Consulting Inc. 0.00% No change 23 $2K
Horrell Capital Management, Inc. 0.00% No change 25 $2K
First PREMIER Bank 0.00% New 20 $2K
CKW Financial Group 0.00% New 20 $2K
FRG Family Wealth Advisors LLC 0.00% New 22 $2K
Concord Wealth Partners 0.00% Reduce -51.2% 20 $2K
Harbor Investment Advisory, LLC 0.00% No change 20 $2K
West Paces Advisors Inc. 0.00% No change 19 $2K
WR Wealth Planners, LLC 0.00% New 18 $2K
Birch Capital Management, LLC 0.00% New 17 $1K
Gradient Investments LLC 0.00% Reduce -78.2% 17 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +7.1% 15 $1K
Raleigh Capital Management Inc. 0.00% Add +200.0% 15 $1K
Versant Capital Management, Inc 0.00% No change 13 $1K
ORG Partners LLC 0.00% Reduce -98.4% 13 $1K
Cedar Wealth Management, LLC 0.00% No change 12 $1K
Tucker Asset Management LLC 0.00% New 10 $874
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $700
Delta Asset Management LLC 0.00% New 8 $699
True Wealth Design, LLC 0.00% Add +66.7% 5 $438
Opal Wealth Advisors, LLC 0.00% New 2 $175
Core Alternative Capital 0.00% Reduce -99.2% 1 $87
Impact Partnership Wealth, LLC 0.00% No change 1 $86

"% of holder's portfolio" is TTD's weight in each manager's 13F, not the share of Trade Desk Inc./the Class A the manager owns.