Trade Desk Inc./the Class ATTD

13F holders, Q4 2024 (December 31)
1,210holders +150
143new positions
60sold out
10famous investors
$117.57avg. 13F price*

At the end of Q4 2024, 1,210 institutions reported holding Trade Desk Inc./the Class A (TTD) in their 13F filings, up 150 from Q3 2024. 143 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($5.0B), Baillie Gifford & Co. ($4.1B) and BlackRock, Inc. ($3.5B). 10 famous investors held it, including Cathie Wood (1.2% of ARK Investment Management's portfolio), Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio) and David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio).

Company
Trade Desk Inc./the Class A
Filed as
THE TRADE DESK INC (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions143$423.0M
Exits60$169.1M

All 13F filers, Q3 2024 → Q4 2024: 28,419,563 shares bought and 22,193,398 shares sold, net +6,226,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,210 holders

Vanguard Group Inc. 0.09% Add +0.6% 42,670,254 $5.0B
Baillie Gifford & Co. 3.18% Reduce -9.1% 35,178,933 $4.1B
BlackRock, Inc. 0.07% Add +14.6% 29,571,496 $3.5B
JPMorgan Chase & Co. 0.16% Add +5.5% 17,715,037 $2.1B
Morgan Stanley 0.14% Reduce -10.3% 16,609,058 $2.0B
Jennison Associates LLC 0.99% Reduce -31.7% 13,883,374 $1.6B
T. Rowe Price Investment Management, Inc. 1.00% Reduce -4.1% 13,811,864 $1.6B
State Street Corp. 0.05% Add +3.1% 9,977,072 $1.2B
Edgewood Management LLC 3.21% Reduce -4.3% 9,508,940 $1.1B
Invesco Ltd. 0.17% Add +2.6% 7,916,932 $930.5M
Geode Capital Management, LLC 0.07% Reduce -6.0% 7,670,568 $900.1M
Norges Bank 0.07% Add +0.9% 4,460,028 $524.2M
FMR LLC 0.03% Add +44.8% 3,788,285 $445.2M
Bank of America Corp. 0.04% Add +14.0% 3,591,849 $422.1M
T. Rowe Price Associates Inc. 0.05% Add +3.0% 3,375,266 $396.7M
Northern Trust Corp. 0.05% Add +16.6% 3,090,014 $363.2M
Nuveen Asset Management, LLC 0.09% Add +22.6% 2,844,036 $334.3M
Brown Advisory Inc. 0.40% Add +3037.0% 2,714,955 $319.1M
UBS Group AG 0.07% Add +202.7% 2,605,981 $306.3M
D. E. Shaw & Co. 0.36% Reduce -11.8% 2,591,270 $304.6M
Millennium Management 0.27% Reduce -1.3% 2,538,113 $298.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +4.3% 2,198,972 $258.4M
1832 Asset Management L.P. 0.46% Reduce -11.9% 2,167,109 $254.7M
Zevenbergen Capital Investments LLC 5.01% Reduce -4.9% 2,091,383 $245.8M
Legal & General Group Plc 0.06% Add +3.8% 2,029,867 $238.6M
Bank of New York Mellon Corp 0.04% Add +0.3% 2,019,707 $237.4M
Raymond James Financial Inc. 0.09% — 1,970,305 $231.6M
Ameriprise Financial Inc. 0.06% Reduce -15.5% 1,952,430 $229.7M
Charles Schwab Investment Management Inc. 0.04% Add +5.4% 1,875,139 $220.4M
Franklin Resources Inc. 0.06% Add +265.9% 1,864,386 $219.1M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +5.3% 1,843,481 $216.7M
Jane Street Group, LLC 0.34% Add +132.2% 1,792,786 $210.7M
Goldman Sachs Group Inc. 0.04% Add +19.7% 1,792,259 $210.6M
Macquarie Group Ltd. 0.25% Reduce -22.9% 1,728,018 $203.1M
Amundi 0.07% Reduce -1.1% 1,607,375 $195.3M
Voya Investment Management LLC 0.23% Reduce -15.3% 1,624,538 $190.8M
Qube Research & Technologies Ltd 0.31% Add +3003.3% 1,619,858 $190.4M
Baron Capital (BAMCO) 0.49% Reduce -11.2% 1,616,029 $189.9M
American Century Companies Inc. 0.11% Reduce -0.9% 1,612,406 $189.5M
TD Asset Management Inc 0.16% Reduce -3.7% 1,581,303 $185.9M
Wellington Management Group LLP 0.03% Add +0.7% 1,559,508 $183.3M
Wells Fargo & Company 0.04% Reduce -9.1% 1,546,444 $181.8M
Royal Bank of Canada 0.04% Add +23.9% 1,514,764 $178.0M
Acadian Asset Management LLC 0.50% Add +119.5% 1,480,671 $174.0M
Lord, Abbett & Co. LLC 0.54% Add +18.8% 1,381,638 $162.4M
Nordea Investment Management AB 0.17% Add +36.2% 1,347,318 $159.1M
Victory Capital Management Inc. 0.16% Add +5.1% 1,349,865 $158.6M
Jericho Capital Asset Management L.P. 2.25% No change 1,338,000 $157.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.34% Reduce -2.0% 1,312,262 $156.3M
Kayne Anderson Rudnick Investment Management LLC 0.35% Reduce -5.1% 1,292,728 $151.9M
ARK Investment Management 1.24% Add +0.4% 1,271,113 $149.4M
Swiss National Bank 0.10% Reduce -4.0% 1,268,400 $149.1M
National Pension Service 0.14% Add +104.1% 1,264,985 $148.7M
TCW Group Inc. 1.22% Reduce -5.5% 1,235,353 $145.2M
Deutsche Bank AG 0.05% Add +24.4% 1,142,127 $134.2M
Mitsubishi UFJ Trust & Banking Corp 0.30% Reduce -6.5% 1,098,202 $129.1M
Congress Asset Management Co. 0.80% Reduce -0.3% 1,004,938 $118.1M
US Bancorp \de 0.15% Add +0.2% 985,783 $115.9M
Williams Jones Wealth Management, LLC. 1.31% Reduce -5.0% 924,265 $108.6M
Voloridge Investment Management, LLC 0.37% Add +43.5% 898,250 $105.6M
Eventide Asset Management, LLC 1.89% Reduce -15.7% 882,951 $103.8M
Envestnet Asset Management Inc. 0.03% Add +16.7% 877,984 $103.2M
Parnassus Investments, LLC 0.23% Reduce -12.0% 863,014 $101.4M
Arrowstreet Capital, Limited Partnership 0.08% New 856,448 $100.7M
Amova Asset Management Americas, Inc. 1.03% Add +10.3% 807,479 $94.9M
LPL Financial LLC 0.04% Add +10.3% 785,125 $92.3M
Frontier Capital Management Co. LLC 0.85% Reduce -5.8% 762,202 $89.6M
Westfield Capital Management Co. LP 0.37% Reduce -2.2% 720,451 $84.7M
Renaissance Technologies 0.13% Add +36.5% 719,300 $84.5M
Nicholas Company, Inc. 1.36% Reduce -2.5% 715,015 $84.0M
Neuberger Berman Group LLC 0.07% Reduce -0.5% 714,501 $84.0M
BNP Paribas Financial Markets 0.07% Add +29.1% 707,998 $83.2M
California Public Employees Retirement System 0.06% Reduce -8.1% 705,065 $82.9M
California State Teachers Retirement System 0.10% Reduce -2.3% 693,546 $81.5M
CIBC Private Wealth Group LLC 0.15% Reduce -2.2% 665,543 $80.9M
Barclays PLC 0.04% Add +26.5% 663,566 $78.0M
Schroder Investment Management Group 0.07% Reduce -13.9% 639,126 $76.8M
STRS Ohio 0.29% Reduce -2.6% 621,775 $73.1M
Rhumbline Advisers 0.07% Add +0.7% 619,815 $72.8M
Susquehanna International Group, LLP 0.11% Reduce -12.5% 616,792 $72.5M
Dimensional Fund Advisors LP 0.02% Reduce -12.6% 608,135 $71.5M
First Trust Advisors LP 0.06% Add +2.3% 606,877 $71.3M
Federated Hermes, Inc. 0.15% Add +176.7% 589,374 $69.3M
Panagora Asset Management Inc. 0.32% Add +32.0% 585,597 $68.8M
Polar Capital Holdings Plc 0.38% Reduce -46.8% 580,050 $68.2M
Bank of Montreal 0.03% Reduce -35.1% 553,766 $65.1M
Chicago Capital, LLC 1.69% Reduce -0.4% 541,137 $63.6M
Citigroup Inc. 0.06% Add +8.2% 540,061 $63.5M
Clearbridge Investments, LLC 0.05% Add +0.2% 524,028 $61.6M
Allspring Global Investments Holdings, LLC 0.10% Reduce -17.6% 519,639 $61.2M
Los Angeles Capital Management LLC 0.25% Reduce -2.9% 516,973 $60.8M
ProShare Advisors LLC 0.14% Add +22.6% 514,785 $60.5M
Nomura Asset Management Co. Ltd. 0.18% Reduce -48.9% 508,079 $59.7M
Russell Investments Group, Ltd. 0.08% Add +83.1% 499,602 $59.2M
Jacobs Levy Equity Management, Inc. 0.21% Add +11.2% 494,313 $58.1M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Add +44.6% 476,080 $56.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% Add +6.2% 475,813 $55.9M
Natixis Advisors, LLC 0.09% Reduce -1.7% 430,031 $50.5M
State Board of Administration of Florida Retirement System 0.09% Reduce -0.6% 421,234 $49.5M
Peregrine Capital Management LLC 1.44% Reduce -4.6% 413,545 $48.6M
Mission Wealth Management, LP 1.15% Reduce -2.7% 410,791 $48.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +8.8% 391,068 $47.6M
Citadel Advisors 0.04% Add +45.3% 390,345 $45.9M
Castleark Management LLC 1.58% New 384,850 $45.2M
Stifel Financial Corp. 0.05% Add +10.0% 381,286 $44.8M
Swedbank AB 0.05% Add +28.1% 368,870 $43.4M
Teachers Retirement System of the State of Kentucky 0.37% No change 362,712 $42.6M
Riverbridge Partners LLC 0.56% Reduce -19.5% 350,704 $41.2M
Sei Investments Co. 0.05% Add +5.6% 347,726 $40.9M
Alliancebernstein L.P. 0.01% Add +1.1% 344,924 $40.5M
HSBC Holdings PLC 0.03% Add +2.9% 342,081 $40.3M
Korea Investment CORP 0.09% Add +4.5% 317,940 $37.4M
DekaBank Deutsche Girozentrale 0.07% No change 303,999 $36.3M
Summit Partners Public Asset Management, LLC 1.18% No change 299,802 $35.2M
Lansforsakringar Fondforvaltning AB (publ) 0.13% — 292,282 $34.4M
Canada Pension Plan Investment Board 0.03% Add +374.4% 290,418 $34.1M
CANADA LIFE ASSURANCE Co 0.06% Add +6.1% 282,003 $33.1M
Holocene Advisors, LP 0.11% New 280,000 $32.9M
Royal London Asset Management Ltd. 0.08% Reduce -0.3% 279,802 $32.9M
Aviva PLC 0.08% Add +51.7% 270,135 $31.7M
Asset Management One Co., Ltd. 0.11% Add +0.6% 259,018 $31.4M
Keybank National Association 0.12% Add +30.3% 266,683 $31.3M
Janus Henderson Group PLC 0.02% Reduce -0.8% 262,388 $30.8M
Logan Capital Management Inc. 1.29% Reduce -3.5% 261,914 $30.8M
New York State Common Retirement Fund 0.04% Reduce -6.8% 259,702 $30.5M
Ogborne Capital Management, LLC 7.31% Add +1.9% 254,800 $29.9M
Braun Stacey Associates Inc. 1.11% Reduce -3.4% 253,726 $29.8M
State of Wisconsin Investment Board 0.08% Reduce -4.3% 247,061 $29.0M
CI Investments Inc. 0.11% Add +5.8% 238,512 $28.0M
Mariner, LLC 0.05% Add +4.5% 229,219 $26.9M
Ensign Peak Advisors, Inc 0.05% Reduce -36.4% 225,801 $26.5M
KBC Group NV 0.07% Add +97.6% 223,507 $26.3M
Pictet Asset Management Holding SA 0.03% Reduce -4.2% 221,627 $26.0M
Commonwealth Equity Services, LLC 0.04% Add +5.0% 218,162 $25.6M
Local Pensions Partnership Investment Ltd 0.47% — 216,500 $25.4M
Danske Bank A/S 0.08% Add +16.1% 215,638 $25.3M
Primecap Management Co. 0.02% Reduce -37.3% 213,400 $25.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% — 212,396 $25.0M
Beacon Investment Advisory Services, Inc. 1.07% Add +2.7% 209,755 $24.7M
Handelsbanken Fonder AB 0.09% Add +26.0% 209,644 $24.6M
Forte Capital LLC 2.71% Reduce -6.8% 205,355 $24.1M
AQR Capital Management 0.03% Reduce -6.4% 203,931 $24.0M
Treasurer of the State of North Carolina 0.09% Add +1.7% 196,356 $23.1M
Alyeska Investment Group, L.P. 0.09% New 192,352 $22.6M
Twinbeech Capital LP 0.38% New 188,206 $22.1M
CW Advisors, LLC 0.30% Reduce -17.3% 186,650 $21.9M
Ashford Capital Management Inc. 2.58% Reduce -7.2% 185,811 $21.8M
Stony Point Capital LLC 4.87% Add +35.5% 180,306 $21.2M
CIBC Asset Management Inc 0.07% Reduce -6.9% 179,866 $21.1M
Principal Financial Group Inc. 0.01% Reduce -1.7% 179,558 $21.1M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -20.2% 173,701 $21.0M
Caisse de depot et placement du Quebec 0.04% Add +90.7% 178,209 $20.9M
Stephens Investment Management Group LLC 0.28% Add +8.5% 176,907 $20.8M
Public Employees Retirement System of Ohio 0.07% Reduce -4.3% 176,735 $20.8M
Janney Montgomery Scott LLC 0.06% Add +2.5% 176,543 $20.7M
Engineers Gate Manager LP 0.36% New 175,937 $20.7M
Thrivent Financial for Lutherans 0.04% Reduce -12.3% 171,281 $20.2M
State of New Jersey Common Pension Fund D 0.08% Add +0.4% 164,767 $19.4M
Erste Asset Management GmbH 0.24% Reduce -8.6% 160,000 $19.2M
Storebrand Asset Management As 0.06% Reduce -11.6% 162,439 $19.1M
J. Safra Sarasin Holding AG 0.32% Add +18.8% 162,197 $19.1M
Oppenheimer Asset Management Inc. 0.23% Reduce -6.0% 159,464 $18.7M
Squarepoint Ops LLC 0.05% New 156,284 $18.4M
Trexquant Investment LP 0.21% Add +71.1% 155,960 $18.3M
NZS Capital, LLC 0.77% Reduce -17.0% 153,998 $18.1M
KLP Kapitalforvaltning As 0.08% — 151,900 $17.9M
Arthedge Capital Management, LLC 11.84% Reduce -24.4% 151,300 $17.8M
Parallax Volatility Advisers, L.P. 0.45% Add +41.0% 151,169 $17.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +16.1% 145,223 $17.1M
Fred Alger Management, LLC 0.08% Reduce -19.0% 143,983 $16.9M
Jump Financial, LLC 0.36% Add +404.8% 143,020 $16.8M
Cetera Investment Advisers 0.03% Reduce -1.3% 138,782 $16.3M
Creative Planning 0.02% Add +3.1% 133,662 $15.7M
Westwind Capital 3.41% New 133,091 $15.6M
Covenant Asset Management, LLC 3.46% Reduce -2.2% 132,654 $15.6M
JAT Capital Mgmt LP 2.71% New 131,907 $15.5M
Jacobson & Schmitt Advisors, LLC 2.93% Reduce -6.2% 128,862 $15.1M
Arizona State Retirement System 0.09% Add +0.9% 128,704 $15.1M
Texas Yale Capital Corp. 0.61% Add +0.1% 128,243 $15.1M
Resona Asset Management Co.,Ltd. 0.09% Reduce -4.5% 125,789 $14.8M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -1.6% 125,670 $14.8M
Osaic Holdings, Inc. 0.03% Reduce -44.8% 133,026 $14.8M
Robeco Institutional Asset Management B.V. 0.03% Add +8.9% 121,609 $14.3M
Silvant Capital Management LLC 0.59% Reduce -0.1% 120,660 $14.2M
Knuff & Co LLC 4.23% Reduce -5.5% 118,446 $13.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +198.8% 117,505 $13.8M
BOCHK Asset Management Ltd 4.19% Add +271.3% 116,600 $13.7M
Truist Financial Corp. 0.02% Reduce -2.2% 111,547 $13.1M
HighTower Advisors, LLC 0.02% Add +0.3% 110,570 $13.0M
Picton Mahoney Asset Management 0.49% Reduce -20.8% 109,581 $12.9M
Ithaka Group LLC 2.34% Reduce -4.4% 107,894 $12.7M
Baird Financial Group, Inc. 0.02% Reduce -1.5% 105,429 $12.4M
Guggenheim Capital LLC 0.10% Add +1.0% 105,282 $12.4M
Azimuth Capital Investment Management LLC 0.48% Add +1.7% 104,816 $12.3M
Nissay Asset Management Corp. /Japan 0.07% Add +6.0% 100,160 $12.2M
Oddo BHF Asset Management Sas 0.61% No change 103,017 $12.1M
Rafferty Asset Management, LLC 0.04% Reduce -4.1% 102,805 $12.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Add +0.8% 99,672 $11.7M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +6.5% 96,977 $11.7M
Lyell Wealth Management, LP 1.04% Add +24.3% 98,339 $11.6M
Allianz Asset Management GmbH 0.02% Add +25.8% 97,055 $11.4M
Verition Fund Management LLC 0.06% Add +72.7% 95,547 $11.2M
Teacher Retirement System of Texas 0.04% Add +3091.8% 95,146 $11.2M
Forsta Ap-Fonden 0.08% Add +1.0% 92,500 $10.9M
Broadleaf Partners, LLC 2.49% Reduce -21.5% 90,854 $10.7M
In-Depth Partners, LLC 11.29% Reduce -10.6% 90,623 $10.7M
Left Brain Wealth Management, LLC 4.00% Add +8.8% 90,159 $10.6M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -0.1% 87,778 $10.3M
Jag Capital Management, LLC 1.44% New 87,549 $10.3M
Employees Retirement System of Texas 0.10% No change 86,512 $10.2M
MML Investors Services, LLC 0.04% Add +39.0% 86,338 $10.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +15.7% 85,982 $10.1M
Xponance LLC 0.09% Add +10.2% 85,857 $10.1M
GF Fund Management Co. LTD. 0.22% — 85,220 $10.0M
Bank of Nova Scotia 0.02% Add +1112.2% 84,989 $10.0M
Assetmark, Inc. 0.03% Add +14.9% 84,531 $9.9M
Ables, Iannone, Moore & Associates, Inc. 5.95% Reduce -1.0% 82,013 $9.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +6.2% 81,796 $9.6M
Dark Forest Capital Management LP 1.41% Reduce -39.9% 81,497 $9.6M
PNC Financial Services Group, Inc. 0.01% Reduce -0.4% 80,930 $9.5M
Daiwa Securities Group Inc. 0.04% Reduce -20.7% 80,815 $9.5M
DNB Asset Management AS 0.04% Add +8.2% 80,676 $9.5M
Awm Capital, LLC 1.16% Reduce -0.1% 80,672 $9.5M
IFM Investors Pty Ltd 0.10% Reduce -8.9% 79,578 $9.4M
Capital Fund Management S.A. 0.09% Reduce -15.6% 79,489 $9.3M
Carroll Investors, Inc 5.26% Reduce -0.0% 79,197 $9.3M
Comerica Bank 0.04% Add +11.1% 78,205 $9.2M
Jain Global LLC 0.27% — 77,635 $9.1M
Crestwood Advisors Group, LLC 0.17% Reduce -0.5% 76,741 $9.0M
Taikang Asset Management (Hong Kong) Co Ltd 1.31% Reduce -50.0% 75,964 $8.9M
USS Investment Management Ltd 0.06% Reduce -8.5% 75,483 $8.9M
Varma Mutual Pension Insurance Co 0.07% New 75,160 $8.8M
Morgens Waterfall Vintiadis & Co. Inc. 6.73% No change 75,000 $8.8M
Quantbot Technologies LP 0.32% New 74,623 $8.8M
Utah Retirement Systems 0.10% Add +1.2% 74,010 $8.7M
Cerity Partners LLC 0.02% Add +2.1% 75,123 $8.7M
Shelton Capital Management 0.22% Add +37.3% 73,608 $8.7M
Kornitzer Capital Management Inc. 0.17% Reduce -29.4% 72,279 $8.5M
Vestmark Advisory Solutions, Inc. 0.29% Add +23.7% 74,486 $8.3M
Quantinno Capital Management LP 0.08% Add +11.2% 70,546 $8.3M
Assenagon Asset Management S.A. 0.01% Add +276.9% 70,237 $8.3M
National Bank of Canada 0.01% Reduce -25.4% 69,948 $8.2M
Man Group plc 0.03% Add +136.0% 69,590 $8.2M
Integrated Advisors Network LLC 0.39% Reduce -11.7% 68,601 $8.1M
Advisory Services Network, LLC 0.15% Add +4.1% 66,993 $7.9M
Blue Zone Wealth Advisors, LLC 2.26% Reduce -1.1% 66,794 $7.9M
Independent Solutions Wealth Management, LLC 1.71% Add +3.5% 66,600 $7.8M
Mercer Global Advisors Inc. 0.02% Add +20.1% 65,937 $7.7M
Police & Firemen's Retirement System of New Jersey 0.07% — 65,055 $7.6M
Virtu Financial LLC 0.40% New 64,920 $7.6M
AMJ Financial Wealth Management 2.12% Reduce -3.9% 64,877 $7.6M
Aberdeen Group plc 0.01% Reduce -18.6% 64,768 $7.6M
Brevan Howard Capital Management LP 0.19% New 64,626 $7.6M
Toronto Dominion Bank 0.01% Add +11.0% 63,701 $7.5M
Credit Agricole S A 0.03% Add +57.3% 63,139 $7.4M
Needham Investment Management LLC 0.57% No change 63,000 $7.4M
Griffin Asset Management, Inc. 0.86% Reduce -8.1% 62,501 $7.3M
Empowered Funds, LLC 0.11% Add +322.2% 62,230 $7.3M
Aware Super Pty Ltd as trustee of Aware Super 0.12% — 61,420 $7.2M
Public Employees Retirement Association of Colorado 0.03% Add +33.0% 60,811 $7.1M
Bensler, LLC 0.84% Reduce -4.2% 60,434 $7.1M
Wealth Effects LLC 2.42% Add +0.2% 58,058 $6.8M
D.A. Davidson & Co. 0.06% Add +0.7% 57,969 $6.8M
Equitable Holdings, Inc. 0.06% Add +8.0% 57,648 $6.8M
Sterling Capital Management LLC 0.09% Add +3.2% 57,640 $6.8M
Financial Counselors Inc. 0.10% Reduce -3.8% 57,591 $6.8M
Raiffeisen Bank International AG 0.10% — 56,233 $6.8M
Oppenheimer & Co. Inc. 0.10% Add +11.1% 56,958 $6.7M
CMH Wealth Management LLC 1.52% Reduce -19.7% 56,401 $6.6M
Group One Trading LLC 0.23% Add +188.9% 56,322 $6.6M
Mackenzie Financial Corp. 0.01% Add +58.3% 55,648 $6.5M
Azzad Asset Management Inc. 1.25% Reduce -4.8% 55,153 $6.5M
Commerce Bank 0.04% Reduce -2.9% 54,539 $6.4M
Savant Capital, LLC 0.05% Reduce -0.2% 53,650 $6.3M
Silvercrest Asset Management Group LLC 0.04% Add +0.1% 53,423 $6.3M
QRG Capital Management, Inc. 0.06% Reduce -6.7% 52,826 $6.2M
Laurion Capital Management LP 0.39% Add +44.0% 52,515 $6.2M
Cherry Creek Investment Advisors, Inc. 3.01% Add +10.3% 52,144 $6.1M
Atika Capital Management LLC 0.78% New 51,300 $6.0M
Vanguard Personalized Indexing Management, LLC 0.09% Add +4.6% 50,201 $5.9M
Steadfast Capital Management LP 0.12% Reduce -90.5% 49,900 $5.9M
iA Global Asset Management Inc. 0.10% Add +6.2% 48,466 $5.7M
AIA Group Ltd 0.13% Reduce -6.4% 47,095 $5.5M
Synergy Financial Group, LTD 4.57% Reduce -2.7% 46,592 $5.5M
Sterling Investment Advisors, Ltd. 1.32% Reduce -5.5% 46,450 $5.5M
Chilton Investment Co. Inc. 0.14% Reduce -11.3% 46,161 $5.4M
Focus Partners Wealth 0.01% Reduce -10.1% 46,013 $5.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Add +12.9% 45,617 $5.4M
Swiss Life Asset Management Ltd 0.04% Add +17.9% 45,845 $5.4M
Northwest & Ethical Investments L.P. 0.15% Reduce -4.1% 45,716 $5.4M
Sanctuary Advisors, LLC 0.03% Reduce -4.6% 44,985 $5.4M
O'shaughnessy Asset Management, LLC 0.04% Add +5.5% 43,822 $5.2M
Elo Mutual Pension Insurance Co 0.11% Add +10.6% 43,477 $5.1M
Rockefeller Capital Management L.P. 0.01% Add +1.4% 43,438 $5.1M
SageView Advisory Group, LLC 0.22% Add +1.5% 42,948 $5.0M
Algert Global LLC 0.12% Reduce -5.0% 42,533 $5.0M
Nisa Investment Advisors, LLC 0.02% No change 42,315 $5.0M
Wealthfront Advisers LLC 0.01% Add +21.1% 42,302 $5.0M
Orion Porfolio Solutions, LLC 0.05% Add +1.8% 42,226 $5.0M
Orion Portfolio Solutions, LLC 0.05% Add +1.8% 42,226 $5.0M
Y-Intercept (Hong Kong) Ltd 0.33% New 42,168 $5.0M
Weiss Asset Management LP 0.15% New 41,919 $4.9M
Vestor Capital, LLC 0.37% New 41,641 $4.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +9.3% 41,374 $4.9M
Federation des caisses Desjardins du Quebec 0.02% Reduce -33.7% 41,250 $4.8M
Harvest Fund Management Co., Ltd 0.22% Add +26.8% 41,317 $4.8M
Susquehanna Fundamental Investments, LLC 0.08% — 40,705 $4.8M
Mediolanum International Funds Ltd 0.06% Add +17.4% 39,687 $4.8M
Independent Advisor Alliance 0.06% Add +7.2% 40,024 $4.7M
Catalyst Funds Management Pty Ltd 1.16% New 40,000 $4.7M
TD Waterhouse Canada Inc. 0.04% Reduce -10.3% 39,822 $4.7M
Walleye Capital LLC 0.05% Add +77.7% 39,616 $4.7M
Park Avenue Securities LLC 0.05% Add +15.8% 39,519 $4.6M
Mesirow Financial Investment Management, Inc. 0.09% Add +7.0% 38,715 $4.6M
Townsquare Capital LLC 0.05% Add +384.0% 38,172 $4.5M
Corebridge Financial, Inc. 0.02% Reduce -0.8% 37,474 $4.4M
Kensington Investment Counsel, LLC 1.83% Add +0.5% 37,404 $4.4M
PGGM Investments 0.06% Add +107.9% 37,333 $4.4M
Snowden Capital Advisors LLC 0.14% Add +5.5% 36,946 $4.3M
Ascent Wealth Partners, LLC 0.58% Add +18.0% 36,752 $4.3M
Knollwood Investment Advisory, LLC 0.45% No change 36,600 $4.3M
Congress Park Capital LLC 1.56% Reduce -12.2% 36,556 $4.3M
EFG Asset Management (North America) Corp. 0.58% Reduce -17.8% 36,300 $4.3M
Atria Investments, Inc 0.05% Add +11.8% 35,625 $4.2M
Geneos Wealth Management Inc. 0.14% Add +16.8% 35,214 $4.1M
AXA S.A. 0.01% Reduce -3.7% 35,157 $4.1M
Alight Capital Management LP 1.39% No change 35,000 $4.1M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.0% 34,827 $4.1M
Jones Financial Companies LLLP 0.00% Add +32.1% 34,800 $4.1M
Granite Investment Partners, LLC 0.18% New 34,564 $4.1M
Transamerica Financial Advisors, LLC 0.40% Reduce -2.7% 34,324 $4.0M
First Hawaiian Bank 0.13% Add +43.1% 33,955 $4.0M
Profund Advisors LLC 0.14% Add +12.6% 33,733 $4.0M
Bouvel Investment Partners, LLC 1.42% Add +2.0% 33,551 $3.9M
Deane Retirement Strategies, Inc. 1.95% Add +1.3% 33,015 $3.9M
Louisiana State Employees Retirement System 0.07% Reduce -3.8% 32,800 $3.9M
Fort Point Capital Partners LLC 0.43% Add +0.3% 32,625 $3.8M
Watts Gwilliam & Co., LLC 0.80% Add +3.3% 31,259 $3.8M
Corient Private Wealth LP 0.01% Reduce -1.0% 31,826 $3.7M
Tower Research Capital LLC (TRC) 0.07% Add +172.6% 31,800 $3.7M
EFG Asset Management (Americas) Corp. 0.72% Reduce -16.6% 31,694 $3.7M
Fifth Third Bancorp 0.01% Add +86.6% 31,534 $3.7M
NEOS Investment Management LLC 0.09% Add +20.1% 31,486 $3.7M
Private Advisor Group, LLC 0.02% Reduce -2.8% 31,346 $3.7M
M&T Bank Corp 0.01% Add +0.1% 30,990 $3.6M
Venture Visionary Partners LLC 0.15% Add +77.6% 30,732 $3.6M
Cibc World Markets Corp. 0.02% Reduce -15.3% 30,281 $3.6M
Lighthouse Financial LLC 2.87% — 30,084 $3.5M
Amalgamated Bank 0.03% Add +1.8% 30,070 $3.5M
OMERS ADMINISTRATION Corp 0.03% Reduce -23.3% 29,787 $3.5M
LBP Am SA 0.05% Reduce -51.7% 29,689 $3.5M
J.W. Cole Advisors, Inc. 0.14% Add +0.6% 29,658 $3.5M
Apollon Wealth Management, LLC 0.08% Add +3.4% 29,099 $3.4M
CHURCHILL MANAGEMENT Corp 0.04% Reduce -3.1% 28,904 $3.4M
Benjamin Edwards Inc. 0.05% Reduce -0.9% 28,688 $3.4M
United Capital Financial Advisors, LLC 0.03% Reduce -13.5% 28,607 $3.4M
Wealthcare Advisory Partners LLC 0.09% Reduce -1.0% 28,239 $3.3M
Candriam S.C.A. 0.02% Add +6.8% 28,027 $3.3M
Wolverine Trading, LLC 0.07% Reduce -8.1% 26,969 $3.2M
MetLife Investment Management, LLC 0.02% Reduce -1.2% 27,523 $3.2M
Sandy Spring Bank 0.13% Add +18.8% 27,364 $3.2M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -2.9% 27,019 $3.2M
Dakota Wealth Management 0.07% Add +55.1% 26,930 $3.2M
Atria Wealth Solutions, Inc. 0.03% Add +0.9% 26,734 $3.1M
Leibman Financial Services, Inc. 2.26% Reduce -10.4% 26,393 $3.1M
NewEdge Wealth, LLC 0.05% Reduce -1.6% 26,224 $3.1M
Bleakley Financial Group, LLC 0.09% Reduce -13.3% 25,958 $3.1M
Independent Financial Group, LLC 0.10% Reduce -11.1% 25,730 $3.0M
Pinebridge Investments, L.P. 0.02% Reduce -63.7% 25,654 $3.0M
Motley Fool Asset Management LLC 0.16% Add +14.7% 25,647 $3.0M
Linden Thomas Advisory Services, LLC 0.36% Add +6.5% 24,394 $2.9M
Hunting Hill Global Capital, LLC 1.27% No change 24,057 $2.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.6% 24,051 $2.8M
Maryland State Retirement & Pension System 0.06% Reduce -5.7% 23,840 $2.8M
Schonfeld Strategic Advisors LLC 0.02% Add +788.7% 23,834 $2.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +86.9% 23,822 $2.8M
Symmetry Investments LP 0.16% New 23,400 $2.8M
Pacer Advisors, Inc. 0.01% Add +4.2% 23,326 $2.7M
Avantax Advisory Services, Inc. 0.02% Reduce -4.4% 23,228 $2.7M
Vinva Investment Management Ltd 0.10% Add +8.9% 22,677 $2.7M
Flagship Harbor Advisors, LLC 0.14% No change 23,088 $2.7M
King Luther Capital Management Corp. 0.01% No change 23,000 $2.7M
Captrust Financial Advisors 0.01% Add +59.4% 22,958 $2.7M
Tiaa Trust, National Association 0.01% Add +892.3% 22,902 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +17.1% 22,515 $2.6M
Pathstone Holdings, LLC 0.01% Add +21.6% 22,228 $2.6M
Two Sigma Investments, LP 0.01% No change 21,500 $2.5M
Wedbush Securities Inc. 0.09% Add +4.3% 21,363 $2.5M
Orion Capital Management LLC 1.10% Reduce -4.8% 21,265 $2.5M
Forge First Asset Management Inc. 0.89% Add +50.0% 21,000 $2.5M
Checchi Capital Advisers, LLC 0.18% Reduce -8.3% 20,830 $2.4M
Putney Financial Group LLC 2.18% — 20,821 $2.4M
Inspire Investing, LLC 0.27% No change 20,475 $2.4M
Avitas Wealth Management LLC 0.33% Reduce -1.1% 20,381 $2.4M
Choreo, LLC 0.03% Add +4.3% 19,899 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +23.4% 20,204 $2.4M
Zuckerman Investment Group, LLC 0.23% Reduce -0.0% 20,000 $2.4M
Sandler Capital Management 0.38% New 19,971 $2.3M
Paces Ferry Wealth Advisors, LLC 1.14% Reduce -0.1% 19,939 $2.3M
NewEdge Advisors, LLC 0.01% Reduce -4.0% 19,897 $2.3M
XTX Topco Ltd 0.20% New 19,880 $2.3M
Bristlecone Advisors, LLC 0.18% Add +5.0% 19,816 $2.3M
Cwm, LLC 0.01% Add +0.8% 19,697 $2.3M
Kestra Advisory Services, LLC 0.01% Reduce -18.1% 19,684 $2.3M
Investment Management Corp of Ontario 0.08% Add +32.3% 19,665 $2.3M
Ofi Invest Asset Management 0.05% — 20,294 $2.3M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -10.3% 19,500 $2.3M
Wealth Alliance, LLC 0.27% Add +0.3% 19,387 $2.3M
Daiichi Life Insurance Co., Ltd. 0.06% Add +64.9% 19,272 $2.3M
Fulton Bank, N.A. 0.09% Add +0.8% 18,986 $2.2M
Zacks Investment Management 0.02% Reduce -0.3% 18,956 $2.2M
Vident Advisory, LLC 0.04% Reduce -7.2% 18,828 $2.2M
Integrated Wealth Concepts LLC 0.03% Reduce -2.3% 18,610 $2.2M
Empower Advisory Group, LLC 0.01% Add +49.4% 18,608 $2.2M
&partners 0.03% Add +108.3% 17,490 $2.1M
Lazard Asset Management LLC 0.00% Reduce -35.8% 17,869 $2.1M
Nomura Holdings Inc. 0.01% Reduce -10.4% 17,683 $2.1M
Pitcairn Co. 0.12% Add +313.9% 17,654 $2.1M
Plato Investment Management Ltd 0.15% Reduce -14.8% 17,443 $2.1M
Bokf, NA 0.03% Add +408.0% 17,201 $2.0M
Hantz Financial Services, Inc. 0.03% Add +28.8% 17,061 $2.0M
ABN AMRO Bank N.V. 0.03% Reduce -1.7% 17,145 $2.0M
Malaga Cove Capital, LLC 0.78% Reduce -2.3% 16,844 $2.0M
AustralianSuper Pty Ltd 0.01% No change 16,834 $2.0M
Fiduciary Trust Co 0.03% Add +9.8% 16,581 $1.9M
Scientech Research LLC 0.54% Add +16.9% 16,377 $1.9M
Pacific Wealth Strategies Group, Inc. 1.33% Reduce -0.3% 16,233 $1.9M
Alps Advisors Inc. 0.01% Reduce -6.6% 16,222 $1.9M
CENTRAL TRUST Co 0.05% Reduce -5.2% 16,076 $1.9M
GPS Wealth Strategies Group, LLC 0.24% Reduce -15.5% 15,993 $1.9M
Fox Run Management, L.L.C. 0.34% Add +452.2% 15,963 $1.9M
Meridian Wealth Management, LLC 0.09% Reduce -3.2% 15,956 $1.9M
Donoghue Forlines LLC 0.63% Add +214.9% 15,932 $1.9M
RFG Advisory, LLC 0.05% Add +37.2% 15,821 $1.9M
Entropy Technologies, LP 0.19% Add +31.2% 15,803 $1.9M
Circle Wealth Management, LLC 0.04% Reduce -0.8% 15,742 $1.9M
Lido Advisors, LLC 0.01% Add +2.3% 15,585 $1.8M
Howard Capital Management, LLC 0.03% Add +3.1% 15,579 $1.8M
EP Wealth Advisors, LLC 0.01% Add +46.0% 15,449 $1.8M
TFC Financial Management, Inc. 0.29% No change 15,392 $1.8M
Global Wealth Management Investment Advisory, Inc. 0.37% Reduce -4.8% 15,283 $1.8M
Cresset Asset Management, LLC 0.01% Reduce -78.6% 15,028 $1.8M
Clay Northam Wealth Management, LLC 1.14% Add +1.0% 15,024 $1.8M
Shellback Capital, LP 0.12% Reduce -88.0% 15,000 $1.8M
Ashton Thomas Private Wealth, LLC 0.07% Add +112.0% 14,816 $1.7M
M&G PLC 0.01% New 14,644 $1.7M
Global Retirement Partners, LLC 0.05% Add +136.0% 14,514 $1.7M
Ameritas Investment Partners, Inc. 0.06% Add +6.1% 14,506 $1.7M
Bailard, Inc. 0.04% New 14,462 $1.7M
Smith Group Asset Management, LLC 0.12% Reduce -9.9% 14,230 $1.7M
International Assets Investment Management, LLC 0.14% Reduce -2.0% 14,051 $1.7M
Next Century Growth Investors LLC 0.12% New 14,033 $1.6M
Curbstone Financial Management Corp 0.35% Reduce -7.0% 14,020 $1.6M
Albion Financial Group 0.11% Add +1.0% 14,017 $1.6M
Optimum Investment Advisors 0.72% Reduce -0.4% 13,810 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Add +53.6% 13,797 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +7.0% 13,780 $1.6M
NorthCoast Asset Management LLC 0.01% Add +18.5% 13,751 $1.6M
B. Metzler seel. Sohn & Co. AG 0.02% No change 13,752 $1.6M
Clearstead Advisors, LLC 0.02% Reduce -1.6% 13,472 $1.6M
Belpointe Asset Management LLC 0.10% Add +14.9% 15,095 $1.6M
Tidal Investments LLC 0.01% Add +10.8% 13,315 $1.6M
Sigma Planning Corp 0.05% Reduce -16.7% 13,303 $1.6M
Sequoia Financial Advisors, LLC 0.01% Add +12.3% 13,210 $1.6M
Allstate Corp. 0.05% New 13,180 $1.5M
Shelton Wealth Management, LLC 0.84% Reduce -7.5% 13,112 $1.5M
Avalon Capital Management 0.50% Reduce -1.3% 13,100 $1.5M
Vontobel Holding Ltd. 0.01% Add +17.9% 13,020 $1.5M
Pittenger & Anderson Inc. 0.06% Add +64.3% 12,930 $1.5M
Blair William & Co. 0.00% Add +52.5% 12,924 $1.5M
Regions Financial Corp. 0.01% Add +447.1% 12,830 $1.5M
Caprock Group, LLC 0.05% Reduce -0.6% 12,801 $1.5M
Achmea Investment Management B.V. 0.02% No change 12,691 $1.5M
Oak Thistle LLC 0.44% New 12,671 $1.5M
Annis Gardner Whiting Capital Advisors, LLC 0.41% No change 12,400 $1.5M
Kercheville Advisors, LLC 0.56% Add +11.3% 12,310 $1.4M
Alta Wealth Advisors LLC 0.63% Add +0.1% 12,289 $1.4M
Ieq Capital, LLC 0.01% Reduce -7.0% 12,287 $1.4M
Spire Wealth Management 0.04% Add +5.9% 12,264 $1.4M
Kestra Private Wealth Services, LLC 0.02% Add +15.2% 12,263 $1.4M
Teamwork Financial Advisors, LLC 0.19% Reduce -5.3% 12,231 $1.4M
Strategic Advocates LLC 0.48% Reduce -2.5% 12,167 $1.4M
Waverly Advisors, LLC 0.02% Add +167.1% 12,156 $1.4M
Institute for Wealth Management, LLC. 0.18% Reduce -0.6% 12,123 $1.4M
Bridgewater Associates 0.01% New 12,107 $1.4M
WINTON GROUP Ltd 0.09% New 12,014 $1.4M
Values First Advisors, Inc. 0.77% Add +0.9% 11,892 $1.4M
Stablepoint Partners, LLC 0.26% Reduce -2.3% 11,872 $1.4M
Lombard Odier Asset Management (Switzerland) SA 0.10% New 11,711 $1.4M
Ausdal Financial Partners, Inc. 0.12% Reduce -22.5% 11,622 $1.4M
Evolutionary Tree Capital Management, LLC 1.37% Reduce -31.4% 11,486 $1.3M
Kirtland Hills Capital Management, LLC 0.86% Add +10.0% 11,479 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Add +4.6% 11,394 $1.3M
Ellevest, Inc. 0.08% Reduce -7.2% 11,319 $1.3M
Wealth Management Associates, Inc. 0.57% Reduce -0.8% 11,314 $1.3M
Praxis Investment Management Inc. 0.09% New 11,300 $1.3M
Cibc World Market Inc. 0.00% Reduce -24.3% 11,300 $1.3M
Visionary Wealth Advisors 0.08% Add +2.7% 11,256 $1.3M
Jacksonville Wealth Management, LLC 1.23% — 11,211 $1.3M
Rothschild Investment LLC 0.09% Reduce -2.8% 11,197 $1.3M
Wincap Financial LLC 1.33% — 11,114 $1.3M
MAI Capital Management 0.01% Add +48.1% 11,111 $1.3M
Concorde Asset Management, LLC 0.68% No change 11,105 $1.3M
China Universal Asset Management Co., Ltd. 0.12% Add +94.0% 11,018 $1.3M
ING Groep NV 0.01% New 10,985 $1.3M
AXS Investments LLC 0.36% Add +2.4% 10,931 $1.3M
Quest Investment Management LLC 0.15% New 10,861 $1.3M
Meeder Advisory Services, Inc. 0.08% Add +6.9% 10,846 $1.3M
Advisors Capital Management, LLC 0.02% Add +3.5% 10,835 $1.3M
Mgo One Seven LLC 0.05% Add +5.0% 10,804 $1.3M
Kesler, Norman & Wride, LLC 0.27% Add +19.5% 10,650 $1.3M
RMR Wealth Builders 0.13% Add +0.8% 10,613 $1.2M
Fortis Capital Advisors, LLC 0.43% Add +20.0% 11,905 $1.2M
Generali Investments, Management Co LLC 0.32% — 10,546 $1.2M
Kieckhefer Group LLC 0.75% — 10,525 $1.2M
Metis Global Partners, LLC 0.04% Add +44.1% 10,517 $1.2M
Thoroughbred Financial Services, LLC 0.08% Reduce -4.3% 10,490 $1.2M
Certuity, LLC 0.13% Add +6.5% 10,445 $1.2M
Baer Investment Advisory LLC 1.32% — 849 $1.2M
Coldstream Capital Management Inc. 0.03% Add +6.8% 10,367 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Reduce -0.4% 10,324 $1.2M
Bridgewater Advisors Inc. 0.13% Add +2.0% 10,326 $1.2M
Everhart Financial Group, Inc. 0.25% Add +17.6% 10,162 $1.2M
Castle Rock Wealth Management, LLC 0.28% Reduce -9.1% 14,879 $1.2M
IFP Advisors, Inc 0.04% Add +69.1% 10,044 $1.2M
Two Sigma Securities, LLC 0.21% New 10,019 $1.2M
Signaturefd, LLC 0.02% Add +0.6% 10,018 $1.2M
USA Financial Formulas 0.18% Reduce -26.6% 9,983 $1.2M
Redwood Financial Network Corp 0.87% Add +1.0% 9,949 $1.2M
HM Payson & Co. 0.02% No change 9,875 $1.2M
Concurrent Investment Advisors, LLC 0.03% Add +6.5% 9,819 $1.2M
Prudential Financial Inc. 0.00% Reduce -46.9% 9,760 $1.1M
Insigneo Advisory Services, LLC 0.12% Reduce -20.1% 9,683 $1.1M
Virtus Advisers, LLC 0.47% Add +1.0% 9,674 $1.1M
Burney Co./ 0.04% Reduce -7.9% 9,668 $1.1M
Avanza Fonder AB 0.03% — 9,506 $1.1M
Kingsview Wealth Management, LLC 0.02% Reduce -7.7% 9,438 $1.1M
Stephens Inc. 0.02% Add +16.2% 9,228 $1.1M
Jefferies Financial Group Inc. 0.01% Reduce -46.0% 9,192 $1.1M
Advisory Resource Group 0.23% Reduce -12.7% 9,169 $1.1M
World Investment Advisors 0.03% Add +3.5% 9,163 $1.1M
HighPoint Advisor Group LLC 0.06% Add +12.3% 8,946 $1.1M
Illinois Municipal Retirement Fund 0.02% No change 9,112 $1.1M
Enzi Wealth 0.41% Reduce -4.0% 8,858 $1.1M
Gilder Gagnon Howe & Co. LLC 0.01% New 9,067 $1.1M
Gotham Asset Management 0.01% Add +133.9% 9,061 $1.1M
HB Wealth Management, LLC 0.01% Add +12.6% 9,040 $1.1M
GenTrust, LLC 0.05% No change 8,901 $1.0M
Driehaus Capital Management LLC 0.01% Reduce -16.2% 8,848 $1.0M
Valeo Financial Advisors, LLC 0.03% Add +10.2% 8,806 $1.0M
Peterson Wealth Services 0.32% Reduce -7.1% 8,802 $1.0M
Vestcor Inc 0.03% Reduce -0.1% 8,707 $1.0M
Gallagher Capital Advisors, LLC 0.74% — 8,685 $1.0M
Sargent Investment Group, LLC 0.17% Add +2.1% 8,630 $1.0M
UniSuper Management Pty Ltd 0.01% Reduce -14.8% 8,600 $1.0M
Clare Market Investments LLC 0.24% Reduce -2.0% 8,579 $1.0M
Nemes Rush Group LLC 0.12% Add +173.3% 8,502 $999K
Qtron Investments LLC 0.14% No change 8,468 $995K
Moody National Bank Trust Division 0.10% New 8,382 $985K
Level Four Advisory Services, LLC 0.04% Reduce -6.7% 8,284 $974K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +34.3% 8,245 $969K
Voleon Capital Management LP 0.07% — 8,151 $958K
Bessemer Group Inc. 0.00% Add +3.2% 8,119 $955K
Evergreen Wealth Management, LLC 0.56% Add +5.7% 8,115 $954K
SG Americas Securities, LLC 0.00% Add +129.8% 8,079 $950K
Ascentis Independent Advisors 0.18% Reduce -0.8% 8,057 $947K
TCFG Wealth Management, LLC 0.47% Reduce -5.8% 7,960 $936K
LRT Capital Management, LLC 0.73% Reduce -25.0% 7,915 $930K
Prosperity Consulting Group, LLC 0.07% Add +2.6% 7,834 $921K
SBI Securities Co., Ltd. 0.03% — 7,777 $914K
Principal Securities, Inc. 0.02% Add +6.9% 7,675 $902K
Nvwm, LLC 0.23% Reduce -0.2% 7,675 $902K
Altrafin AG 0.31% Add +173.8% 7,530 $885K
Semanteon Capital Management, LP 0.47% Add +4.2% 7,522 $884K
Bridges Investment Management Inc. 0.01% No change 7,474 $878K
Prudential PLC 0.00% No change 7,469 $878K
Prospera Financial Services Inc 0.02% Reduce -22.0% 7,434 $874K
Csenge Advisory Group 0.05% Reduce -8.0% 7,379 $867K
Jackson Square Capital, LLC 0.21% Reduce -5.2% 7,373 $867K
SeaCrest Wealth Management, LLC 0.09% Reduce -6.0% 7,313 $859K
Siemens Fonds Invest GmbH 0.09% Add +25.0% 7,147 $859K
L & S Advisors Inc 0.11% Reduce -11.4% 7,277 $855K
Soltis Investment Advisors LLC 0.08% Add +122.8% 7,208 $847K
Arlington Financial Advisors, LLC 0.17% No change 7,207 $847K
Strategic Blueprint, LLC 0.05% Reduce -12.5% 7,152 $841K
Stratos Wealth Partners, LTD. 0.01% Reduce -26.1% 7,146 $840K
Dana Investment Advisors, Inc. 0.03% Add +4.2% 7,129 $838K
Magnetar Financial LLC 0.02% New 7,077 $832K
Granite Harbor Advisors, Inc. 0.46% No change 7,072 $831K
OneDigital Investment Advisors LLC 0.01% Reduce -9.3% 7,020 $825K
Scotia Capital Inc. 0.00% Add +75.2% 7,013 $824K
Great Lakes Advisors, LLC 0.01% Add +1.7% 6,951 $817K
Callan Family Office, LLC 0.05% New 6,909 $812K
Voya Financial Advisors, Inc. 0.09% Add +32.4% 6,726 $808K
GM Advisory Group, LLC 0.04% No change 6,870 $807K
Merit Financial Group, LLC 0.01% Add +16.8% 6,870 $807K
Chicago Partners Investment Group LLC 0.03% Add +15.2% 6,621 $805K
Great Valley Advisor Group, Inc. 0.02% Reduce -1.1% 6,673 $784K
Aigen Investment Management, LP 0.14% New 6,663 $783K
Emerald Advisers, LLC 0.03% Add +0.2% 6,658 $783K
Juncture Wealth Strategies, LLC 0.29% Add +2.2% 6,639 $780K
Nebula Research & Development LLC 0.09% New 6,626 $779K
STF Management LP 0.35% Add +3.1% 6,606 $776K
Parallel Advisors, LLC 0.02% Reduce -0.0% 6,567 $772K
North Star Asset Management Inc. 0.03% No change 6,535 $768K
Manchester Financial Inc. 0.17% Reduce -1.4% 6,501 $764K
Centaurus Financial, Inc. 0.05% Add +84.2% 6,486 $762K
Bell Bank 0.06% Reduce -2.7% 6,469 $760K
CAP Partners, LLC 0.54% Add +0.9% 6,461 $759K
Abn Amro Investment Solutions 0.01% Add +5.0% 6,441 $757K
Kingswood Wealth Advisors, LLC 0.06% New 6,439 $757K
Arthur M. Cohen & Associates, LLC 0.13% Add +18.4% 6,435 $756K
E Fund Management Co., Ltd. 0.04% Add +52.4% 6,363 $748K
IHT Wealth Management, LLC 0.02% Reduce -29.5% 6,310 $742K
World Equity Group, Inc. 0.16% Add +104.3% 6,288 $739K
Ossiam 0.01% Add +1.3% 6,260 $736K
GraniteShares Advisors LLC 0.46% Reduce -27.8% 6,225 $732K
Trust Co. of Vermont 0.04% Add +8785.7% 6,220 $731K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Add +158.5% 6,199 $729K
Tradition Wealth Management, LLC 0.06% Add +213.1% 6,199 $729K
One Charles Private Wealth Services, LLC 0.24% Add +0.9% 6,181 $726K
Transcend Capital Advisors, LLC 0.05% Add +1.3% 6,146 $722K
Van Hulzen Asset Management, LLC 0.05% Reduce -3.8% 6,070 $713K
Compound Planning, Inc. 0.04% Add +78.4% 6,053 $711K
American Trust 0.05% Reduce -12.9% 6,050 $711K
Balentine LLC 0.03% No change 6,004 $706K
Three Magnolias Financial Advisors, LLC 0.74% — 6,000 $705K
Broadwater Capital Management LLC 0.54% No change 6,000 $705K
Procyon Advisors, LLC 0.04% Reduce -4.5% 5,991 $704K
HHM Wealth Advisors, LLC 0.10% Reduce -3.4% 5,971 $702K
Maven Securities LTD 0.11% Reduce -72.5% 5,927 $697K
Andra AP-fonden 0.01% New 5,900 $693K
Elevation Point Wealth Partners, LLC 0.06% Reduce -15.8% 5,880 $691K
Executive Wealth Management, LLC 0.05% Reduce -21.2% 5,875 $690K
Yousif Capital Management, LLC 0.01% Add +5.4% 5,856 $688K
ICICI Prudential Asset Management Co Ltd 0.08% Add +0.2% 5,855 $688K
Silver Oak Securities, Incorporated 0.06% New 5,695 $684K
Central Pacific Bank - Trust Division 0.09% Reduce -8.6% 5,800 $682K
Sunbelt Securities, Inc. 0.06% Reduce -62.8% 5,672 $682K
Graham Capital Management, L.P. 0.03% Add +17.6% 5,785 $680K
Baldwin Wealth Partners LLC 0.05% No change 5,784 $680K
Stiles Financial Services Inc 0.24% Reduce -5.0% 5,740 $675K
Perigon Wealth Management, LLC 0.02% Add +21.6% 5,581 $674K
Avestar Capital, LLC 0.06% No change 5,717 $672K
HBK Sorce Advisory LLC 0.02% Reduce -3.5% 5,714 $672K
Hilltop Holdings Inc. 0.04% Add +8.0% 5,709 $671K
Yorktown Management & Research Co Inc 0.64% No change 5,700 $670K
Loudon Investment Management, LLC 0.38% No change 5,700 $670K
Capital Advisors Inc. 0.01% Reduce -1.4% 5,700 $670K
Meiji Yasuda Life Insurance Co 0.01% New 5,700 $670K
Haverford Trust Co 0.01% Reduce -2.6% 5,676 $667K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +1.5% 5,653 $664K
Allworth Financial LP 0.00% Add +46.3% 5,470 $660K
Ashton Thomas Securities, LLC 0.18% Add +0.2% 5,616 $660K
Ariadne Wealth Management, LP 0.30% Reduce -0.3% 5,327 $653K
Forum Financial Management, LP 0.01% Add +9.6% 5,510 $648K
Callan Capital, LLC 0.05% Reduce -2.1% 5,496 $646K
Premier Path Wealth Partners, LLC 0.10% Add +0.3% 5,452 $641K
Redwood Wealth Management Group, LLC 0.31% Reduce -0.9% 5,420 $637K
Private Trust Co. NA 0.06% Reduce -20.7% 5,362 $630K
Tyler-Stone Wealth Management 0.11% No change 5,356 $629K
Cary Street Partners Financial LLC 0.02% — 5,351 $629K
LCM Capital Management Inc 0.35% Reduce -5.3% 5,350 $629K
Apella Capital, LLC 0.02% Add +0.3% 5,316 $625K
Canopy Partners, LLC 0.24% Add +129.0% 5,299 $623K
Moors & Cabot, Inc. 0.03% Add +0.7% 5,278 $620K
One Capital Management, LLC 0.02% No change 5,260 $618K
Rathbones Group PLC 0.00% Add +0.3% 5,231 $615K
CNB Bank 0.28% Reduce -4.9% 5,217 $613K
Tejara Capital Ltd 0.40% New 5,200 $611K
Grandview Asset Management LLC 0.22% Add +15.0% 5,199 $611K
Murphy & Mullick Capital Management Corp 0.55% — 5,117 $601K
Heritage Investors Management Corp. 0.02% No change 5,092 $598K
Mindset Wealth Management, LLC 0.22% Reduce -3.1% 5,065 $595K
Shell Asset Management Co. 0.03% Add +2.2% 5,062 $595K
Wealthedge Investment Advisors, LLC 0.27% — 5,027 $591K
Financial Advocates Investment Management 0.03% Reduce -1.1% 5,018 $590K
Quantessence Capital LLC 0.24% — 5,009 $589K
Atticus Wealth Management, LLC 0.18% Add +4.1% 5,008 $589K
Connective Portfolio Management, LLC 0.87% New 5,000 $588K
Severin Investments, LLC 0.59% — 4,997 $587K
Alpha Cubed Investments, LLC 0.03% Add +8.0% 4,986 $586K
Reliant Investment Partners, LLC 0.52% — 4,943 $581K
Schechter Investment Advisors, LLC 0.04% Reduce -0.4% 4,935 $580K
Venturi Wealth Management, LLC 0.03% Add +2.3% 4,871 $572K
RB Capital Management, LLC 0.14% New 4,814 $566K
Triumph Capital Management 0.19% New 4,813 $566K
17 Capital Partners, LLC 0.36% Add +3.1% 4,809 $565K
Focused Wealth Management, Inc 0.08% Reduce -0.2% 4,805 $565K
Aptus Capital Advisors, LLC 0.01% Add +16.7% 4,805 $565K
Harbor Capital Advisors, Inc. 0.02% Add +2.6% 4,794 $563K
111 Capital 0.12% — 4,783 $562K
Mutual Advisors, LLC 0.02% Add +4.4% 4,632 $560K
Traynor Capital Management, Inc. 0.04% Add +1.2% 4,762 $560K
Dorsey & Whitney Trust CO LLC 0.03% Add +25.0% 4,678 $550K
Summit Trail Advisors, LLC 0.02% Add +31.1% 4,658 $547K
Brighton Jones LLC 0.02% Add +3.8% 4,586 $539K
Norinchukin Bank, The 0.01% Add +8.3% 4,561 $536K
First Bank & Trust 0.10% New 4,554 $535K
Cigna Investments Inc. 0.09% Reduce -0.9% 4,557 $535K
Parisi Gray Wealth Management 0.17% Add +2.2% 4,534 $533K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +0.5% 4,500 $529K
Hamilton Point Investment Advisors, LLC 0.10% No change 4,480 $527K
Douglass Winthrop Advisors, LLC 0.01% Add +2.7% 4,464 $525K
Correct Capital Wealth Management 0.10% Add +14.8% 4,457 $524K
Pure Financial Advisors, LLC 0.01% Add +1.3% 4,449 $523K
Freestone Capital Holdings, LLC 0.02% Reduce -2.2% 4,436 $521K
AE Wealth Management LLC 0.00% Reduce -22.8% 4,354 $512K
Camden National Bank 0.08% Reduce -0.8% 4,341 $510K
DAVENPORT & Co LLC 0.00% Reduce -7.2% 4,327 $509K
Mattern Wealth Management LLC 0.11% No change 4,320 $508K
Lane & Associates LLC 0.26% Add +2.6% 4,256 $505K
Brookstone Capital Management 0.01% Reduce -7.5% 4,285 $504K
SVB Wealth LLC 0.01% New 4,282 $503K
One Wealth Management Investment & Advisory Services, LLC 0.79% Add +0.1% 4,250 $500K
NINE MASTS CAPITAL Ltd 0.10% New 4,235 $498K
Sapient Capital LLC 0.01% Reduce -18.7% 4,226 $497K
Interchange Capital Partners, LLC 0.18% Add +4.5% 4,202 $494K
Nautilus Advisors LLC 0.39% — 4,200 $494K
one8zero8, LLC 0.11% — 4,200 $494K
Diversify Advisory Services, LLC 0.03% Add +6.7% 4,150 $493K
Bourgeon Capital Management LLC 0.09% New 4,187 $492K
Viawealth, LLC 0.30% Reduce -2.3% 4,184 $492K
Mayflower Financial Advisors, LLC 0.07% Add +0.2% 4,171 $490K
Bryce Point Capital, LLC 0.14% — 4,152 $488K
Inceptionr LLC 0.11% New 4,134 $486K
Cornerstone Wealth Group, LLC 0.04% New 4,130 $485K
Intech Investment Management LLC 0.00% Reduce -79.6% 4,113 $483K
Prosperity Wealth Management, Inc. 0.20% Add +16.2% 4,090 $481K
Boothbay Fund Management, LLC 0.02% New 4,083 $480K
Western Financial Corp 0.26% New 4,030 $474K
Encompass More Asset Management 0.16% Add +51.6% 4,008 $471K
Montgomery Investment Management Inc. 0.19% No change 4,000 $470K
Aries Wealth Management 0.13% No change 4,000 $470K
Cornerstone Wealth Management, LLC 0.03% Reduce -2.1% 3,999 $470K
Gill Capital Partners, LLC 0.17% No change 3,995 $470K
AlphaQuest LLC 0.06% Add +410.1% 3,958 $465K
FAS Wealth Partners, Inc. 0.04% Reduce -21.1% 3,956 $465K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +59.0% 3,930 $462K
NorthRock Partners, LLC 0.02% Reduce -3.1% 3,927 $462K
Arrowroot Family Office, LLC 0.24% Add +72.2% 3,896 $458K
Concourse Financial Group Securities, Inc. 0.03% Reduce -11.5% 3,777 $456K
Focus Financial Network, Inc. 0.02% Add +2.2% 3,877 $456K
Alpine Global Management, LLC 0.15% New 3,860 $454K
CoreCap Advisors, LLC 0.02% Add +15.5% 3,849 $452K
Leonteq Securities AG 0.04% Reduce -34.1% 3,829 $450K
Wedmont Private Capital 0.02% Add +3.9% 3,781 $449K
Ballentine Partners, LLC 0.01% Add +7.2% 3,786 $445K
Eastern Bank 0.01% No change 3,783 $445K
Arkadios Wealth Advisors 0.02% Add +37.3% 3,778 $444K
Sagespring Wealth Partners, LLC 0.01% — 3,775 $444K
Centurion Wealth Management LLC 0.14% Add +2.6% 3,773 $443K
Simon Quick Advisors, LLC 0.03% Add +6.3% 3,765 $443K
First American Bank 0.03% No change 3,763 $442K
TFB Advisors LLC 0.13% Add +2.6% 3,759 $442K
Platinum Investment Management Ltd. 0.03% New 3,745 $440K
Old National Bancorp 0.01% Add +5.2% 3,738 $439K
Verdence Capital Advisors LLC 0.04% Add +4.0% 3,714 $437K
Oak Ridge Investments LLC 0.03% Reduce -0.4% 3,705 $435K
First Commonwealth Financial Corp 0.10% New 3,700 $435K
Equitable Trust Co. 0.02% No change 3,679 $432K
BLB&B Advisors, LLC 0.02% Reduce -0.7% 3,660 $430K
EMC Capital Management 0.24% Reduce -51.4% 3,651 $429K
Advisor OS, LLC 0.05% New 3,644 $428K
Flow Traders U.S. LLC 0.02% Add +56.2% 3,639 $428K
Ethic Inc. 0.01% New 3,611 $424K
NWF Advisory Services Inc. 0.06% New 3,597 $423K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.3% 3,596 $422K
Gladstone Institutional Advisory LLC 0.02% Reduce -15.6% 3,583 $421K
Agf Management Ltd. 0.00% New 3,569 $419K
Axxcess Wealth Management, LLC 0.01% Reduce -30.7% 3,560 $418K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -4.9% 3,551 $417K
Wesbanco Bank Inc. 0.01% New 3,530 $415K
Zhang Financial LLC 0.02% New 3,479 $409K
Trust Point Inc. 0.03% New 3,455 $406K
Vise Technologies, Inc. 0.03% Add +63.5% 3,436 $404K
Petrus Trust Company, LTA 0.04% New 3,435 $404K
Moneta Group Investment Advisors LLC 0.01% Add +22.9% 3,430 $403K
Western Wealth Management, LLC 0.02% Add +10.5% 3,418 $402K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 3,405 $400K
Marex Group Ltd 0.01% New 3,401 $400K
DDFG, Inc 0.12% No change 3,400 $400K
Fulcrum Capital LLC 0.08% No change 3,400 $400K
Legacy Capital Wealth Partners, LLC 0.10% No change 3,380 $397K
Bedel Financial Consulting, Inc. 0.05% No change 3,449 $394K
Beacon Pointe Advisors, LLC 0.00% Reduce -11.2% 3,339 $392K
Veltria Advisors Corp. 0.16% Add +12.8% 3,330 $391K
BTG Pactual Asset Management US LLC 0.05% No change 3,323 $391K
True Freedom Investing, LLC 0.17% — 3,267 $384K
Lazari Capital Management, Inc. 0.15% No change 3,267 $384K
Spring Capital Management, LLC 0.23% New 3,250 $382K
Johnson Investment Counsel Inc. 0.00% Reduce -20.0% 3,243 $381K
Jacobs & Co. 0.04% No change 3,250 $381K
Parametrica Management Ltd 0.50% New 3,225 $379K
Tru Independence Asset Management 2, LLC 0.32% No change 3,220 $378K
Truvestments Capital LLC 0.10% Add +1.4% 3,204 $377K
United Community Bank 0.14% Reduce -0.9% 3,155 $371K
Greystone Financial Group, LLC 0.06% Add +1.0% 3,140 $369K
Oxford Financial Group, LTD. LLC 0.02% Reduce -1.9% 3,069 $361K
Summit Financial, LLC 0.01% Add +49.6% 3,068 $361K
Strategic Advisors LLC 0.07% Add +6.4% 3,056 $359K
First Citizens Bank & Trust Co. 0.01% New 3,056 $359K
First Horizon Advisors, Inc. 0.01% Add +21.4% 3,051 $359K
GWN Securities Inc. 0.10% — 3,990 $358K
Americana Partners, LLC 0.01% No change 3,044 $358K
U.S. Capital Wealth Advisors, LLC 0.01% Add +39.2% 3,033 $356K
Perennial Investment Advisors, LLC 0.04% Add +1.0% 3,017 $355K
MIdWestOne Financial Group, Inc. 0.05% Reduce -4.8% 3,015 $354K
Woodline Partners LP 0.00% New 3,006 $353K
CreativeOne Wealth, LLC 0.01% New 2,988 $351K
Corps Capital Advisors, LLC 0.35% — 2,970 $349K
Focus Partners Advisor Solutions, LLC 0.01% Add +3.5% 2,969 $349K
Quadcap Wealth Management, LLC 0.05% Reduce -1.9% 2,961 $348K
Total Clarity Wealth Management, Inc. 0.11% Reduce -3.8% 2,947 $346K
Park Place Capital Corp 0.10% Add +2772.3% 2,901 $341K
LVZ, Inc. 0.04% No change 2,900 $341K
Hennion & Walsh Asset Management, Inc. 0.02% Add +32.2% 2,898 $341K
Steel Grove Capital Advisors, LLC 0.05% No change 2,844 $334K
Prelude Capital Management, LLC 0.03% New 2,843 $334K
Qsemble Capital Management, LP 0.04% New 2,831 $333K
Carnegie Investment Counsel 0.01% Reduce -0.3% 2,830 $333K
Smartleaf Asset Management LLC 0.03% Add +26.4% 2,747 $330K
Stonebridge Financial Group, LLC 0.04% — 2,788 $328K
PFG Investments, LLC 0.02% Reduce -14.1% 2,783 $327K
Mairs & Power Inc. 0.00% New 2,782 $327K
Cache Advisors, LLC 0.14% — 2,767 $325K
Greenleaf Trust 0.00% Add +0.5% 2,751 $323K
Crown Wealth Group, LLC 0.13% No change 2,747 $323K
Harvest Investment Services, LLC 0.08% New 2,731 $321K
Evoke Wealth, LLC 0.01% Add +15.0% 2,724 $320K
L.M. Kohn & Company 0.08% Reduce -35.0% 2,722 $320K
Latitude Advisors, LLC 0.18% Reduce -0.6% 2,679 $315K
Concentrum Wealth Management 0.11% Add +0.1% 2,675 $314K
Harbour Investments, Inc. 0.01% Add +1.4% 2,669 $314K
SouthState Bank Corp 0.02% Add +2.6% 2,668 $314K
Pinnacle Associates Ltd. 0.00% New 2,663 $313K
Pallas Capital Advisors LLC 0.01% Add +0.8% 2,659 $313K
MIG Capital, LLC 0.03% New 2,657 $312K
LGT Fund Management Co Ltd. 0.03% New 2,620 $308K
Everpar Advisors LLC 0.15% Reduce -1.8% 2,612 $307K
Magnolia Capital Advisors LLC 0.08% Add +0.1% 2,608 $307K
Walled Lake Planning & Wealth Management, LLC 0.11% Reduce -0.9% 2,606 $306K
Barlow Wealth Partners, LLC 0.04% No change 2,550 $305K
Founders Financial Alliance, LLC 0.08% Reduce -7.2% 2,575 $303K
Glenview Trust Co 0.01% Add +13.4% 2,575 $303K
Baron Wealth Management LLC 0.14% Reduce -17.2% 2,548 $299K
Private Capital Management, LLC 0.03% No change 2,542 $299K
MJP Associates Inc. 0.05% New 2,541 $299K
Consolidated Portfolio Review Corp 0.05% Reduce -8.3% 2,534 $298K
WMS Partners, LLC 0.02% Add +2.0% 2,531 $297K
Lindbrook Capital, LLC 0.03% Add +2.9% 2,525 $297K
Integrated Investment Consultants, LLC 0.06% Add +37.1% 2,522 $296K
Sonora Investment Management Group, LLC 0.02% Add +17.5% 2,517 $296K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -28.5% 2,512 $295K
Liberty Wealth Management LLC 0.05% Add +20.7% 2,507 $295K
Ostrum Asset Management 0.03% Reduce -4.0% 2,499 $294K
Coastal Bridge Advisors, LLC 0.07% No change 2,498 $294K
2UniFi Bank 0.20% — 2,495 $293K
Edgestream Partners, L.P. 0.01% Reduce -81.8% 2,488 $292K
Pinkerton Wealth, LLC 0.04% Reduce -44.5% 2,485 $292K
Fisher Asset Management 0.00% Reduce -21.5% 2,483 $292K
Bison Wealth, LLC 0.06% Add +24.3% 2,480 $291K
TD Private Client Wealth LLC 0.01% Add +1073.8% 2,465 $290K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,413 $284K
Boston Family Office LLC 0.02% No change 2,400 $282K
Norden Group LLC 0.03% Add +16.7% 2,398 $282K
Koshinski Asset Management, Inc. 0.02% Add +22.4% 2,380 $280K
Pure Portfolios Holdings LLC 0.10% Reduce -2.1% 2,374 $279K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.11% Add +86.2% 2,300 $276K
Graypoint LLC 0.02% Add +1.9% 2,350 $276K
GTS Securities LLC 0.01% New 2,348 $276K
Quotient Wealth Partners, LLC 0.01% Add +4.2% 2,347 $276K
Nicolet Advisory Services, LLC 0.03% Add +12.2% 2,322 $276K
Fidelis Capital Partners, LLC 0.03% New 2,336 $276K
Waterway Wealth Management, LLC 0.12% No change 2,331 $274K
Kathmere Capital Management, LLC 0.02% Add +13.5% 2,324 $273K
FineMark National Bank & Trust 0.01% Add +1.9% 2,318 $272K
Ifrah Financial Services, Inc. 0.08% Reduce -3.4% 2,316 $272K
GAMMA Investing LLC 0.02% Add +9.3% 2,313 $272K
Lifestyle Asset Management, Inc. 0.15% New 2,306 $271K
Arax Advisory Partners 0.02% Add +92.7% 2,305 $271K
Garda Capital Partners LP 0.22% New 2,304 $271K
Connecticut Wealth Management, LLC 0.01% Add +1.5% 2,299 $270K
PGIM Custom Harvest LLC 0.01% Add +2.9% 2,280 $268K
Donor Advised Charitable Giving, Inc. 0.01% Reduce -14.3% 2,270 $267K
Allianz SE 0.01% No change 2,210 $266K
Vista Investment Management 0.10% Reduce -8.2% 2,255 $265K
Cassaday & Co Wealth Management LLC 0.01% Reduce -2.8% 2,253 $265K
Rodgers Brothers Inc. 0.03% No change 2,250 $264K
Hodges Capital Management Inc. 0.02% Add +8.8% 2,249 $264K
Wealth Quarterback LLC 0.12% New 2,240 $263K
Oxford Asset Management LLP 0.12% New 2,240 $263K
Nwam LLC 0.02% Reduce -12.7% 2,231 $262K
Lake Street Advisors Group, LLC 0.01% Add +9.4% 2,231 $262K
Natural Investments, LLC 0.07% — 2,234 $262K
Frank, Rimerman Advisors LLC 0.02% Add +12.1% 2,212 $260K
Nadler Financial Group, Inc. 0.03% No change 2,190 $257K
Truefg, LLC 0.08% No change 2,188 $257K
Blalock Williams, LLC 0.30% — 2,182 $256K
First Heartland Consultants, Inc. 0.03% No change 2,181 $256K
Brooklyn Investment Group 0.08% Reduce -1.9% 2,178 $256K
NorthCrest Asset Manangement, LLC 0.01% Reduce -24.9% 2,168 $255K
HBW Advisory Services LLC 0.03% Reduce -7.1% 2,165 $254K
Abundance Wealth Counselors 0.06% Reduce -0.2% 2,161 $254K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +0.2% 2,154 $253K
Highline Wealth Partners LLC 0.08% Reduce -2.6% 2,152 $253K
Aventura Private Wealth, LLC 0.14% — 2,144 $252K
Citizens Financial Group Inc. 0.00% Reduce -8.6% 2,143 $252K
LRI Investments, LLC 0.02% Reduce -27.4% 2,128 $250K
Compagnie Lombard Odier SCmA 0.00% No change 2,123 $250K
Wise Wealth Partners 0.61% — 2,107 $248K
Sound View Wealth Advisors Group, LLC 0.02% New 2,093 $246K
JT Stratford LLC 0.04% New 2,091 $246K
Penserra Capital Management LLC 0.00% Reduce -1.3% 2,087 $244K
Goldstone Financial Group, LLC 0.04% Reduce -11.8% 2,068 $243K
Claret Asset Management Corp 0.04% Reduce -0.3% 2,070 $243K
Beaumont Financial Advisors, LLC 0.02% New 2,058 $242K
Gallagher Fiduciary Advisors, LLC 0.05% Add +2.8% 2,057 $242K
Crews Bank & Trust 0.04% — 2,050 $241K
Diversified Portfolios, Inc. 0.03% No change 2,045 $240K
Keudell/Morrison Wealth Management 0.06% Reduce -0.8% 2,034 $239K
Rwa Wealth Partners, LLC 0.00% No change 2,032 $239K
Arbor Wealth Advisors LLC 0.21% No change 2,030 $239K
PFG Advisors 0.01% No change 2,020 $237K
Sachetta, LLC 0.09% Reduce -9.1% 2,009 $236K
OneAscent Financial Services LLC 0.02% New 2,004 $236K
Appleton Partners Inc. 0.02% New 2,009 $236K
CWA Asset Management Group, LLC 0.01% Add +0.3% 2,006 $236K
SwitchPoint Financial Planning, LLC 0.23% — 2,006 $236K
Hall Capital Management Co. Inc. 0.11% — 2,006 $236K
Full Sail Capital, LLC 0.01% No change 2,005 $236K
Occudo Quantitative Strategies LP 0.04% Reduce -73.8% 2,003 $235K
Osprey Private Wealth LLC 0.16% New 2,000 $235K
AIMZ Investment Advisors, LLC 0.08% No change 2,000 $235K
Cypress Capital, LLC 0.07% No change 2,000 $235K
Huntleigh Advisors, Inc. 0.05% — 2,000 $235K
Canal Capital Management, LLC 0.04% No change 2,000 $235K
American Financial Advisors, LLC 0.03% New 2,000 $235K
Orange Investment Advisors, Inc. 0.03% New 2,000 $235K
Mathes Company, Inc. 0.09% New 2,000 $235K
James J. Burns & Company, LLC 0.04% No change 2,000 $235K
Guerra Pan Advisors, LLC 0.17% No change 1,975 $232K
Postrock Partners LLC 0.11% — 1,968 $231K
Trivium Point Advisory, LLC 0.03% Reduce -6.7% 1,965 $231K
Empirical Asset Management, LLC 0.08% New 27,855 $230K
Plancorp, LLC 0.01% Add +0.2% 1,943 $228K
Vance Wealth, LLC 0.09% Reduce -2.7% 1,940 $228K
Annex Advisory Services, LLC 0.01% Add +1.4% 1,939 $228K
Campbell & CO Investment Adviser LLC 0.02% New 1,933 $227K
KCM Investment Advisors LLC 0.01% Reduce -9.4% 1,931 $227K
Legacy Advisors, LLC 0.02% New 1,929 $227K
Avior Wealth Management, LLC 0.01% Add +428.2% 1,928 $227K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +8.3% 1,744 $226K
Huntington National Bank 0.00% Add +11.2% 1,923 $226K
Rehmann Capital Advisory Group 0.01% Add +1.4% 1,921 $226K
BluePointe Capital Management, LLC 0.13% New 1,901 $223K
Claris Advisors, LLC / Mo / 0.08% Add +1.9% 1,897 $223K
Abound Wealth Management 0.07% Reduce -0.5% 1,892 $222K
Kovack Advisors, Inc. 0.02% Add +3.0% 1,889 $222K
Advisory Alpha, LLC 0.01% Reduce -0.1% 1,857 $218K
Fifth Third Wealth Advisors LLC 0.01% Reduce -2.2% 1,849 $217K
Altfest L J & Co. Inc. 0.03% Add +0.3% 1,845 $217K
Headinvest, LLC 0.04% Reduce -28.8% 1,840 $216K
Realta Investment Advisors 0.09% New 1,774 $216K
SteelPeak Wealth, LLC 0.01% Reduce -36.6% 1,836 $216K
PDS Planning, Inc 0.02% New 1,830 $215K
Capital Investment Advisors, LLC 0.00% New 1,824 $214K
Personal Cfo Solutions, LLC 0.04% Reduce -3.9% 1,818 $214K
Chung Wu Investment Group, LLC 0.21% — 1,800 $212K
Integrity Financial Corp 0.12% New 1,800 $212K
Dock Street Asset Management Inc. 0.03% New 1,790 $210K
Founders Financial Securities LLC 0.02% New 1,787 $210K
Covestor Ltd 0.13% Reduce -14.4% 1,788 $210K
Glenmede Trust Co. NA 0.00% Reduce -8.1% 1,785 $210K
Financial Advisors Network, Inc. 0.03% — 1,784 $210K
Farther Finance Advisors, LLC 0.01% Reduce -24.0% 1,775 $209K
Granite Group Advisors, LLC 0.13% Reduce -17.6% 1,768 $208K
Oarsman Capital, Inc. 0.04% Add +93.4% 1,766 $208K
F/m Investments LLC 0.01% New 1,761 $207K
WP Advisors, LLC 0.07% New 1,755 $206K
Walkner Condon Financial Advisors LLC 0.04% New 1,750 $206K
IFC Advisors LLC 0.04% — 1,739 $204K
Means Investment Co., Inc. 0.02% Reduce -5.5% 1,736 $204K
L2 Asset Management, LLC 0.04% New 1,735 $204K
EverSource Wealth Advisors, LLC 0.01% Add +80.2% 1,733 $204K
New Wave Wealth Advisors LLC 0.08% New 1,721 $202K
Thompson Investment Management, Inc. 0.03% No change 1,710 $201K
Winthrop Advisory Group LLC 0.02% New 1,703 $200K
Resources Management Corp. /CT/ 0.03% Reduce -0.9% 1,650 $194K
Toth Financial Advisory Corp. 0.02% No change 1,550 $182K
Quarry LP 0.04% New 1,520 $179K
Ritter Daniher Financial Advisory LLC / DE 0.05% Reduce -7.4% 1,505 $177K
Avondale Wealth Management 0.11% No change 1,500 $176K
Asset Dedication, LLC 0.01% Reduce -7.1% 1,459 $171K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -15.0% 1,424 $167K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -9.7% 1,333 $157K
Richards, Merrill & Peterson, Inc. 0.08% — 1,250 $147K
Key Financial Inc 0.03% No change 1,209 $142K
Brown Brothers Harriman & Co. 0.00% Add +138.5% 1,116 $131K
Anfield Capital Management, LLC 0.05% No change 1,102 $130K
E Fund Management (Hong Kong) Co., Ltd. 0.10% Add +35100.0% 1,056 $124K
Whittier Trust Co. 0.00% New 1,050 $123K
Anchor Investment Management, LLC 0.01% Add +17.2% 1,020 $120K
Coppell Advisory Solutions LLC 0.02% Reduce -1.6% 985 $118K
Western Pacific Wealth Management, LP 0.09% No change 1,000 $118K
Graney & King, LLC 0.09% — 1,000 $118K
Wood Tarver Financial Group, LLC 0.04% — 1,002 $117K
1620 Investment Advisors, Inc. 0.09% Add +8.0% 994 $117K
Manchester Capital Management LLC 0.01% Reduce -9.3% 971 $114K
Bank & Trust Co 0.09% No change 960 $113K
Hollencrest Capital Management 0.00% No change 950 $112K
Westpac Banking Corp. 0.01% No change 922 $108K
Armstrong Advisory Group, Inc. 0.01% Reduce -8.8% 894 $105K
Ancora Advisors LLC 0.00% Add +15.9% 884 $104K
ORG Partners LLC 0.01% Reduce -0.2% 872 $102K
Quent Capital, LLC 0.01% Add +2.9% 854 $100K
Quadrant Capital Group LLC 0.01% Reduce -13.1% 845 $99K
IMG Wealth Management, Inc. 0.09% — 825 $97K
Salem Investment Counselors Inc. 0.00% Reduce -19.7% 815 $96K
Rakuten Securities, Inc. 0.04% Add +407.5% 812 $95K
NFSG Corp 0.02% No change 805 $95K
YANKCOM Partnership 0.05% — 803 $94K
Adirondack Trust Co. 0.04% No change 800 $94K
Itau Unibanco Holding S.A. 0.00% Add +1016.9% 793 $93K
UMB Bank, n.a. 0.00% Add +52.1% 774 $91K
Financial Life Planners 0.07% — 760 $89K
Provenance Wealth Advisors, LLC 0.01% No change 757 $89K
Whipplewood Advisors, LLC 0.05% — 736 $87K
Blue Trust, Inc. 0.00% Reduce -88.3% 722 $85K
Sugarloaf Wealth Management, LLC 0.02% No change 700 $82K
Sava Infond d.o.o. 0.01% — 700 $82K
Versant Capital Management, Inc 0.02% Add +94.4% 698 $82K
Johnson Financial Group, Inc. 0.00% Reduce -2.9% 680 $81K
Center for Financial Planning, Inc. 0.01% New 659 $77K
GoalVest Advisory LLC 0.02% Reduce -35.9% 642 $75K
Glen Eagle Advisors, LLC 0.01% No change 631 $74K
Caitong International Asset Management Co., Ltd 0.07% — 628 $74K
Larson Financial Group LLC 0.00% Add +283.1% 613 $72K
Ridgewood Investments LLC 0.03% No change 600 $71K
Your Advocates Ltd., LLP 0.03% No change 600 $71K
JFS Wealth Advisors, LLC 0.00% Add +54.3% 577 $68K
GeoWealth Management, LLC 0.00% Add +3.0% 575 $68K
Parkside Financial Bank & Trust 0.01% Add +6.8% 569 $67K
Summit Securities Group LLC 0.02% New 542 $64K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 536 $63K
Trifecta Capital Advisors, LLC 0.01% No change 510 $60K
Strengthening Families & Communities, LLC 0.03% No change 500 $59K
Grove Bank & Trust 0.01% Add +30.6% 499 $59K
Mather Group, Llc. 0.00% Add +64.9% 493 $58K
Glass Jacobson Investment Advisors llc 0.02% No change 490 $58K
Strategic Investment Solutions, Inc. 0.02% No change 800 $58K
AdvisorNet Financial, Inc 0.00% Add +6.4% 481 $57K
Fourth Dimension Wealth, LLC 0.03% — 480 $56K
Banque Transatlantique SA 0.00% — 475 $56K
CVA Family Office, LLC 0.01% Add +26.6% 448 $53K
PSI Advisors, LLC 0.02% Reduce -42.9% 440 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -4.4% 430 $51K
BNP Paribas 0.00% New 425 $50K
Lavaca Capital LLC 0.02% New 418 $49K
Caitlin John, LLC 0.03% No change 411 $48K
Cornerstone National Bank & Trust Co 0.02% No change 405 $48K
Berbice Capital Management LLC 0.04% — 400 $47K
Park Square Financial Group, LLC 0.03% — 400 $47K
Main Street Group, LTD 0.02% No change 400 $47K
Y.D. More Investments Ltd 0.00% New 400 $47K
Brown, Lisle/Cummings, Inc. 0.01% No change 375 $44K
Pacifica Partners Inc. 0.02% No change 370 $44K
Catalyst Capital Advisors LLC 0.00% No change 348 $41K
Hemington Wealth Management 0.01% Reduce -10.7% 341 $40K
Kestra Investment Management, LLC 0.00% New 336 $39K
Smithfield Trust Co 0.00% No change 323 $39K
WPG Advisers, LLC 0.04% — 324 $38K
WealthCollab, LLC 0.02% No change 319 $37K
Riverview Trust Co 0.03% No change 317 $37K
Laurel Wealth Advisors LLC 0.01% Add +0.3% 301 $35K
Exchange Traded Concepts, LLC 0.00% New 301 $35K
Aspetuck Financial Management LLC 0.03% — 300 $35K
Tidemark, LLC 0.01% Add +6.0% 299 $35K
Pinnacle Bancorp, Inc. 0.01% No change 299 $35K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 300 $35K
Zions Bancorporation, N.A. 0.00% Add +148.3% 293 $34K
McIlrath & Eck, LLC 0.00% No change 290 $34K
Synergy Asset Management, LLC 0.00% New 310 $34K
Midwest Capital Advisors, LLC 0.02% — 289 $34K
Harbor Investment Advisory, LLC 0.00% Add +68.8% 287 $34K
SRH Advisors, LLC 0.01% No change 280 $33K
Meeder Asset Management Inc. 0.00% Reduce -2.9% 273 $32K
Montag A & Associates Inc. 0.00% No change 271 $32K
Advisors Asset Management, Inc. 0.00% Reduce -62.1% 269 $32K
Bell Investment Advisors, Inc 0.01% Reduce -2.7% 253 $30K
Plante Moran Financial Advisors, LLC 0.00% No change 250 $29K
Tradewinds Capital Management, LLC 0.01% No change 240 $28K
Continuum Advisory, LLC 0.00% Add +3.5% 235 $28K
Private Wealth Management Group, LLC 0.01% No change 225 $26K
Rialto Wealth Management, LLC 0.01% — 223 $26K
SJS Investment Consulting Inc. 0.00% Reduce -18.9% 223 $26K
Hexagon Capital Partners LLC 0.00% New 223 $26K
Colonial Trust Co / SC 0.00% Reduce -2.7% 214 $25K
Investment Management Corp. /Va/ 0.02% — 212 $25K
Operose Advisors LLC 0.01% No change 200 $24K
Evermay Wealth Management LLC 0.00% No change 199 $23K
MidAtlantic Capital Management, Inc. 0.02% Reduce -11.4% 194 $23K
North Star Investment Management Corp. 0.00% Add +90.0% 190 $22K
Atala Financial Inc 0.01% — 174 $20K
Wintrust Investments LLC 0.02% Reduce -30.7% 174 $20K
Legacy Bridge, LLC 0.01% No change 150 $18K
Oakworth Capital, Inc. 0.00% No change 150 $18K
HighMark Wealth Management LLC 0.01% Add +5.7% 148 $17K
Sierra Ocean, LLC 0.01% — 146 $17K
MV Capital Management, Inc. 0.00% Add +6.3% 135 $16K
Dogwood Wealth Management LLC 0.01% Reduce -24.1% 132 $16K
Fortitude Family Office, LLC 0.01% No change 131 $15K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -97.5% 130 $15K
Blume Capital Management, Inc. 0.00% Reduce -26.5% 125 $15K
Carolina Wealth Advisors, LLC 0.01% Add +66.7% 125 $15K
Fuller & Thaler Asset Management, Inc. 0.00% New 125 $15K
Financial Perspectives, Inc 0.00% No change 124 $15K
Physician Wealth Advisors, Inc. 0.00% New 116 $14K
Northwest Bank & Trust Co 0.01% No change 100 $13K
Beacon Capital Management, LLC 0.00% Reduce -54.4% 109 $13K
Clark Wealth Partners 0.01% — 100 $12K
Burkett Financial Services, LLC 0.00% No change 100 $12K
Aviso Financial Inc. 0.00% No change 100 $12K
Caldwell Sutter Capital, Inc. 0.01% Reduce -13.6% 95 $11K
Rosenberg Matthew Hamilton 0.00% No change 93 $11K
Legacy Investment Solutions, LLC 0.01% Add +84.0% 92 $11K
Legacy Wealth Managment, LLC 0.01% Add +84.0% 92 $11K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -71.3% 90 $11K
Sound Income Strategies, LLC 0.00% No change 85 $10K
Davidson Capital Management Inc. 0.00% Reduce -18.0% 82 $10K
Bogart Wealth, LLC 0.00% Reduce -65.0% 75 $9K
Cullen/Frost Bankers, Inc. 0.00% No change 75 $9K
Cornerstone Planning Group LLC 0.00% Add +12.1% 74 $9K
West Oak Capital, LLC 0.00% No change 75 $9K
Westside Investment Management, Inc. 0.00% No change 74 $9K
FPC Investment Advisory, Inc. 0.01% New 69 $8K
Capital Advisors, Ltd. LLC 0.00% No change 68 $8K
Hager Investment Management Services, LLC 0.00% — 65 $8K
Credit Industriel Et Commercial 0.00% — 65 $8K
Rise Advisors, LLC 0.00% Reduce -70.9% 64 $8K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 61 $7K
Nova Wealth Management, Inc. 0.01% — 60 $7K
Dixon Mitchell Investment Counsel Inc. 0.00% New 56 $7K
Avion Wealth 0.00% No change 58 $6K
Parvin Asset Management, LLC 0.01% — 50 $6K
Pineridge Advisors LLC 0.00% New 50 $6K
Raffa Wealth Management, LLC 0.00% No change 50 $6K
Capstone Investment Advisors, LLC 0.00% Reduce -93.5% 48 $6K
Coston, McIsaac & Partners 0.00% No change 50 $5K
GW&K Investment Management, LLC 0.00% No change 40 $5K
Atlatl Advisers LLC 0.00% — 41 $5K
Addison Advisors LLC 0.00% No change 41 $5K
Dunhill Financial, LLC 0.00% No change 40 $5K
Duncker Streett & Co. Inc. 0.00% No change 40 $5K
WR Wealth Planners, LLC 0.00% Add +19.4% 37 $4K
Decker Retirement Planning Inc. 0.00% — 36 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 35 $4K
Capital Analysts, LLC 0.00% No change 30 $4K
Valued Wealth Advisors LLC 0.00% Reduce -13.9% 31 $4K
MPWM Advisory Solutions, LLC 0.00% — 31 $4K
Transce3nd, LLC 0.00% — 30 $4K
Valley Wealth Managers, Inc. 0.00% No change 30 $4K
Roxbury Financial LLC 0.00% — 27 $3K
Financial Network Wealth Advisors LLC 0.01% Reduce -19.4% 29 $3K
Blue Bell Private Wealth Management, LLC 0.00% No change 28 $3K
Motco 0.00% New 28 $3K
Golden State Wealth Management, LLC 0.00% — 27 $3K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -5.9% 32 $3K
Horrell Capital Management, Inc. 0.00% No change 25 $3K
High Note Wealth, LLC 0.00% New 25 $3K
Morse Asset Management, Inc 0.00% New 24 $3K
Reyes Financial Architecture, Inc. 0.00% — 23 $3K
Cassady Schiller Wealth Management, LLC 0.00% New 23 $3K
PayPay Securities Corp 0.11% New 21 $2K
R Squared Ltd 0.00% — 20 $2K
Concord Wealth Partners 0.00% No change 20 $2K
GHP Investment Advisors, Inc. 0.00% Reduce -95.7% 20 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 19 $2K
CKW Financial Group 0.00% No change 20 $2K
WealthTrak Capital Management LLC 0.00% — 17 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 17 $2K
Birch Capital Management, LLC 0.00% No change 17 $2K
True Wealth Design, LLC 0.00% Add +77.8% 16 $2K
Painted Porch Advisors LLC 0.00% Add +200.0% 15 $2K
Raleigh Capital Management Inc. 0.00% No change 15 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 12 $1K
First Pacific Financial 0.00% New 12 $1K
Sittner & Nelson, LLC 0.00% New 12 $1K
Cedar Wealth Management, LLC 0.00% No change 12 $1K
Principia Wealth Advisory, LLC 0.00% — 11 $1K
Berkshire Capital Holdings Inc. 0.00% No change 10 $1K
Creekmur Asset Management LLC 0.00% No change 9 $1K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 9 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $941
Delta Asset Management LLC 0.00% No change 8 $940
Winnacle Wealth LLC 0.00% — 8 $924
Clean Yield Group 0.00% No change 7 $823
Cape Investment Advisory, Inc. 0.00% New 7 $823
St Germain D J Co. Inc. 0.00% No change 7 $823
JDM Financial Group LLC 0.00% No change 5 $588
Hoey Investments, Inc. 0.00% New 5 $588
Human Investing LLC 0.00% New 4 $414
Parkworth Wealth Management, Inc. 0.00% — 3 $353
Activest Wealth Management 0.00% Reduce -83.3% 3 $353
Global Financial Private Client, LLC 0.00% New 3 $353
Medallion Wealth Advisors, LLC 0.00% — 2 $235
Kohmann Bosshard Financial Services, LLC 0.00% New 2 $235
West Branch Capital LLC 0.00% No change 1 $118
Core Alternative Capital 0.00% No change 1 $118
REAP Financial Group, LLC 0.00% Reduce -98.0% 1 $59

"% 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.