Trade Desk Inc./the Class ATTD

13F holders, Q3 2025 (September 30)
963holders −110
139new positions
248sold out
9famous investors
$49.06avg. 13F price*

At the end of Q3 2025, 963 institutions reported holding Trade Desk Inc./the Class A (TTD) in their 13F filings, down 110 from Q2 2025. 139 opened new positions and 248 sold out. The largest holders were Vanguard Group Inc. ($2.8B), State Street Corp. ($1.8B) and BlackRock, Inc. ($1.8B). 9 famous investors held it, including Cathie Wood (0.7% of ARK Investment Management's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Philippe Laffont (0.2% of Coatue Management's portfolio).

Company
Trade Desk Inc./the Class A
Filed as
THE TRADE DESK INC (Q3 2025)
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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions139$351.3M
Exits248$1.1B

All 13F filers, Q2 2025 → Q3 2025: 100,366,795 shares bought and 75,639,962 shares sold, net +24,726,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 963 holders

Vanguard Group Inc. 0.04% Add +27.6% 56,875,852 $2.8B
State Street Corp. 0.06% Add +271.1% 36,354,274 $1.8B
BlackRock, Inc. 0.03% Add +34.9% 35,956,367 $1.8B
Baillie Gifford & Co. 1.06% Reduce -5.2% 29,115,119 $1.4B
Geode Capital Management, LLC 0.05% Add +22.5% 15,088,379 $738.8M
Morgan Stanley 0.03% Reduce -13.0% 10,988,813 $538.6M
Brown Advisory Inc. 0.56% Add +5.4% 8,774,279 $430.0M
Invesco Ltd. 0.05% Add +101.0% 6,807,971 $333.7M
JPMorgan Chase & Co. 0.02% Reduce -26.7% 6,324,851 $310.0M
T. Rowe Price Investment Management, Inc. 0.16% Reduce -33.3% 5,281,861 $258.9M
Jericho Capital Asset Management L.P. 2.07% Add +86.3% 4,067,000 $199.3M
Northern Trust Corp. 0.02% Add +34.3% 3,893,963 $190.8M
Bank of America Corp. 0.01% Reduce -8.0% 3,747,716 $183.7M
UBS Group AG 0.03% Add +134.7% 3,544,492 $173.7M
Charles Schwab Investment Management Inc. 0.03% Add +55.1% 3,213,755 $157.5M
Citigroup Inc. 0.10% Add +152.9% 3,078,910 $150.9M
Barclays PLC 0.06% Add +326.5% 3,048,438 $149.4M
BNP Paribas Financial Markets 0.12% Add +263.4% 3,041,460 $149.1M
Goldman Sachs Group Inc. 0.02% Add +29.0% 2,630,048 $128.9M
Bank of New York Mellon Corp 0.02% Add +40.8% 2,601,636 $127.5M
Legal & General Group Plc 0.03% Add +13.7% 2,442,510 $119.7M
FMR LLC 0.01% Add +8.3% 2,340,147 $114.7M
ARK Investment Management 0.67% Add +56.3% 2,306,691 $113.1M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +14.1% 2,290,927 $112.3M
T. Rowe Price Associates Inc. 0.01% Add +78.3% 2,276,927 $111.6M
Susquehanna International Group, LLP 0.16% Add +52.4% 2,253,453 $110.4M
Royal Bank of Canada 0.02% Add +25.3% 2,251,459 $110.3M
Nuveen, LLC 0.03% Reduce -3.0% 2,240,414 $109.8M
Two Sigma Investments, LP 0.18% Add +3186.2% 2,223,557 $109.0M
Zevenbergen Capital Investments LLC 1.96% Reduce -5.2% 2,055,616 $100.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -20.4% 1,919,562 $94.1M
Baron Capital (BAMCO) 0.23% Reduce -13.9% 1,798,634 $88.2M
Champlain Investment Partners, LLC 0.62% Add +25.7% 1,671,640 $81.9M
First Trust Advisors LP 0.06% Add +27.1% 1,655,376 $81.1M
Nomura Asset Management Co. Ltd. 0.21% Add +44.7% 1,622,955 $79.5M
Deutsche Bank AG 0.03% Add +50.8% 1,588,870 $77.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.68% Add +9.2% 1,426,437 $77.2M
Squarepoint Ops LLC 0.16% Add +3516.7% 1,486,311 $72.8M
Walleye Trading LLC 1.12% Add +16.5% 1,428,717 $70.0M
Jacobs Levy Equity Management, Inc. 0.28% Reduce -24.3% 1,416,472 $69.4M
TCW Group Inc. 0.57% Reduce -2.2% 1,396,941 $68.5M
Raymond James Financial Inc. 0.02% Reduce -8.8% 1,388,316 $68.0M
Coatue Management 0.17% Add +38.9% 1,387,089 $68.0M
Jane Street Group, LLC 0.08% Reduce -40.5% 1,383,318 $67.8M
Kayne Anderson Rudnick Investment Management LLC 0.16% Add +4.0% 1,322,414 $64.8M
Wells Fargo & Company 0.01% Reduce -16.8% 1,314,869 $64.4M
Harding Loevner LP 0.46% Reduce -28.0% 1,289,848 $63.2M
Swiss National Bank 0.04% Reduce -6.0% 1,287,400 $63.1M
Amundi 0.02% Add +21.3% 1,174,824 $62.4M
Amova Asset Management Americas, Inc. 0.56% Add +26.8% 1,174,980 $57.6M
Renaissance Technologies 0.07% Add +968.3% 1,127,600 $55.3M
American Century Companies Inc. 0.03% Reduce -13.8% 1,115,941 $54.7M
California Public Employees Retirement System 0.03% Add +93.9% 1,107,494 $54.3M
Bank of Montreal 0.02% Add +303.0% 1,103,973 $54.1M
US Bancorp \de 0.06% Reduce -1.8% 1,103,057 $54.1M
Two Sigma Advisers, LP 0.11% New 1,078,800 $52.9M
Envestnet Asset Management Inc. 0.01% Reduce -18.4% 1,019,812 $50.0M
Panagora Asset Management Inc. 0.20% Add +1.0% 1,006,320 $49.3M
Rhumbline Advisers 0.04% Add +56.9% 932,198 $45.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +110.4% 925,623 $45.4M
Retirement Systems of Alabama 0.15% New 912,019 $44.7M
LPL Financial LLC 0.01% Reduce -6.2% 898,731 $44.0M
Nicholas Company, Inc. 0.74% Reduce -1.2% 889,694 $43.6M
HSBC Holdings PLC 0.03% Add +165.3% 883,866 $43.2M
Dimensional Fund Advisors LP 0.01% Add +25.3% 857,316 $42.0M
Northwestern Mutual Wealth Management Co. 0.03% Add +9.7% 856,471 $42.0M
IMC-Chicago, LLC 0.74% Add +1903.4% 850,995 $41.7M
Victory Capital Management Inc. 0.02% Reduce -31.9% 823,756 $40.4M
Aquatic Capital Management LLC 0.74% Add +208.7% 812,752 $39.8M
National Pension Service 0.03% Add +1.6% 760,937 $37.3M
Canada Pension Plan Investment Board 0.03% Reduce -8.8% 754,579 $37.0M
Franklin Resources Inc. 0.01% Reduce -65.9% 754,541 $37.0M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -22.5% 753,604 $36.9M
Ardmore Road Asset Management LP 2.37% New 750,000 $36.8M
Neuberger Berman Group LLC 0.03% Reduce -35.4% 749,784 $36.7M
California State Teachers Retirement System 0.04% Add +0.2% 698,883 $34.3M
Public Sector Pension Investment Board 0.12% New 661,892 $32.4M
D. E. Shaw & Co. 0.03% Reduce -14.0% 602,424 $29.5M
Balyasny Asset Management L.P. 0.06% Add +16566.6% 597,332 $29.3M
TD Asset Management Inc 0.02% Reduce -17.4% 593,488 $29.1M
Sei Investments Co. 0.03% Reduce -24.0% 588,614 $28.8M
Frontier Capital Management Co. LLC 0.25% Reduce -17.7% 564,759 $27.7M
ProShare Advisors LLC 0.06% Reduce -7.5% 564,477 $27.7M
Primecap Management Co. 0.02% Add +120.2% 561,255 $27.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +0.9% 546,084 $26.8M
Voloridge Investment Management, LLC 0.09% New 541,894 $26.6M
Peregrine Capital Management LLC 0.80% Reduce -2.0% 540,872 $26.5M
Williams Jones Wealth Management, LLC. 0.30% Reduce -52.7% 529,125 $25.9M
Millennium Management 0.02% Reduce -53.0% 519,992 $25.5M
KBC Group NV 0.06% Reduce -2.8% 506,608 $24.8M
National Bank of Canada 0.03% Add +254.1% 502,776 $24.6M
Schroder Investment Management Group 0.02% Reduce -45.1% 491,741 $24.4M
Principal Financial Group Inc. 0.01% Add +325.9% 482,666 $23.7M
Russell Investments Group, Ltd. 0.03% Reduce -22.9% 478,281 $23.5M
Raiffeisen Bank International AG 0.30% Add +2.3% 449,921 $22.3M
Ameriprise Financial Inc. 0.01% Reduce -73.9% 451,794 $22.1M
Citadel Advisors 0.02% Add +279.2% 445,158 $21.8M
Alliancebernstein L.P. 0.01% Add +98.8% 430,798 $21.1M
Quantinno Capital Management LP 0.06% Add +374.6% 426,499 $20.9M
BIT Capital GmbH 0.92% Reduce -8.8% 413,040 $20.2M
Federated Hermes, Inc. 0.04% Add +33.9% 412,838 $20.2M
State Board of Administration of Florida Retirement System 0.04% Reduce -4.3% 410,689 $20.1M
CANADA LIFE ASSURANCE Co 0.03% Add +36.0% 401,195 $19.9M
Twin Tree Management, LP 0.93% Reduce -0.4% 405,892 $19.9M
Lazard Asset Management LLC 0.03% Add +7.1% 405,836 $19.9M
Adage Capital Partners Gp, L.L.C. 0.03% New 405,700 $19.9M
Stifel Financial Corp. 0.02% Reduce -9.0% 378,939 $18.6M
Janus Henderson Group PLC 0.01% Add +1076.5% 373,896 $18.3M
Aviva PLC 0.03% Add +7.0% 365,930 $17.9M
CIBC Bancorp USA Inc. 0.11% — 355,522 $17.4M
Mission Wealth Management, LP 0.36% Reduce -3.6% 354,850 $17.4M
Walleye Capital LLC 0.15% Add +1384.9% 351,483 $17.2M
Schonfeld Strategic Advisors LLC 0.11% Add +25.1% 328,639 $16.1M
Swedbank AB 0.02% Reduce -40.8% 327,232 $16.0M
Royal London Asset Management Ltd. 0.03% Add +2.6% 318,787 $15.6M
Riverbridge Partners LLC 0.26% Reduce -5.3% 317,806 $15.6M
Rafferty Asset Management, LLC 0.05% Add +83.9% 317,433 $15.6M
DekaBank Deutsche Girozentrale 0.03% No change 303,999 $15.1M
Y-Intercept (Hong Kong) Ltd 0.35% Add +1863.2% 301,397 $14.8M
Korea Investment CORP 0.03% Reduce -57.5% 294,628 $14.4M
New York State Teachers Retirement System 0.03% New 294,122 $14.4M
Osaic Holdings, Inc. 0.02% Add +24.9% 272,298 $14.3M
Jacobson & Schmitt Advisors, LLC 2.44% Add +19.6% 289,574 $14.2M
Voya Investment Management LLC 0.02% Reduce -87.5% 282,695 $13.9M
ADAPT Investment Managers SA 2.78% Add +1007.3% 270,001 $13.2M
Pictet Asset Management Holding SA 0.01% Add +7.8% 269,333 $13.2M
Manufacturers Life Insurance Company, The 0.01% Add +1021.5% 259,677 $12.7M
Assenagon Asset Management S.A. 0.02% Add +101.5% 254,945 $12.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -34.1% 252,729 $12.4M
Logan Capital Management Inc. 0.52% Add +18.3% 252,583 $12.4M
DNB Asset Management AS 0.05% Add +209.9% 252,463 $12.4M
Pacer Advisors, Inc. 0.03% Add +135.2% 249,970 $12.3M
Allianz Asset Management GmbH 0.01% Reduce -1.4% 246,368 $12.1M
Arthedge Capital Management, LLC 8.05% No change 243,300 $11.9M
Ensign Peak Advisors, Inc 0.02% Add +6.5% 241,911 $11.9M
ING Groep NV 0.06% Add +1074.2% 241,137 $11.8M
Prudential Financial Inc. 0.01% Add +818.4% 239,643 $11.7M
Teachers Retirement System of the State of Kentucky 0.09% Add +19.8% 234,987 $11.5M
State of Wisconsin Investment Board 0.03% Reduce -2.6% 234,927 $11.5M
Eventide Asset Management, LLC 0.19% Reduce -55.5% 232,477 $11.4M
Chevy Chase Trust Holdings, LLC 0.03% New 228,372 $11.2M
New York State Common Retirement Fund 0.01% Reduce -0.2% 223,962 $11.0M
Vontobel Holding Ltd. 0.03% Add +272.0% 218,495 $10.7M
Clear Street Group Inc. 0.05% — 215,690 $10.6M
Commonwealth Equity Services, LLC 0.01% Reduce -7.7% 215,252 $10.5M
Toronto Dominion Bank 0.02% Add +106.0% 213,963 $10.5M
Danske Bank A/S 0.03% Add +3.2% 211,950 $10.4M
CI Investments Inc. 0.04% Reduce -26.8% 203,278 $10.0M
Treasurer of the State of North Carolina 0.03% Reduce -3.8% 200,639 $9.8M
Asset Management One Co., Ltd. 0.03% Reduce -26.5% 200,057 $9.8M
Jump Financial, LLC 0.13% Add +531.7% 192,973 $9.5M
NEOS Investment Management LLC 0.07% Add +133.5% 189,786 $9.3M
Cetera Investment Advisers 0.01% Add +0.9% 189,337 $9.3M
PEAK6 LLC 0.23% New 187,559 $9.2M
Vident Advisory, LLC 0.09% Add +27.2% 184,823 $9.1M
MML Investors Services, LLC 0.02% Add +8.6% 181,576 $8.9M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -72.4% 180,746 $8.9M
Maxi Investments CY Ltd 1.83% Add +1797.1% 180,000 $8.8M
AQR Capital Management 0.01% Reduce -67.3% 179,556 $8.8M
Ashford Capital Management Inc. 0.97% Add +3.0% 177,229 $8.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +6.2% 175,408 $8.6M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +62.3% 173,743 $8.5M
Polar Asset Management Partners Inc. 0.25% Add +1.5% 171,674 $8.4M
Parallax Volatility Advisers, L.P. 0.28% Add +27.3% 169,433 $8.3M
Mn Services Vermogensbeheer B.V. 0.05% No change 169,100 $8.3M
Allspring Global Investments Holdings, LLC 0.01% Reduce -71.8% 166,573 $8.2M
KLP Kapitalforvaltning As 0.03% No change 163,400 $8.0M
Capital Impact Advisors, LLC 1.75% New 159,395 $7.8M
Mariner, LLC 0.01% Reduce -35.5% 158,116 $7.7M
State of New Jersey Common Pension Fund D 0.03% Add +2.1% 157,846 $7.7M
Brookstone Capital Management 0.09% Add +2873.5% 154,115 $7.6M
Creative Planning 0.01% Add +1.6% 153,404 $7.5M
Susquehanna Portfolio Strategies, LLC 0.12% Reduce -62.7% 149,656 $7.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -3.2% 145,725 $7.1M
Verition Fund Management LLC 0.04% Reduce -39.1% 144,914 $7.1M
Resona Asset Management Co.,Ltd. 0.03% Reduce -1.7% 141,307 $6.9M
Beacon Investment Advisory Services, Inc. 0.29% Reduce -30.2% 140,369 $6.9M
Public Employees Retirement System of Ohio 0.02% Add +0.7% 139,887 $6.9M
Ossiam 0.09% Add +2538.9% 139,597 $6.8M
Group One Trading LLC 0.20% Add +21.8% 139,181 $6.8M
CIBC Asset Management Inc 0.02% Reduce -44.3% 138,920 $6.8M
Acadian Asset Management LLC 0.01% Reduce -58.1% 136,837 $6.7M
Lansforsakringar Fondforvaltning AB (publ) 0.03% No change 136,357 $6.7M
CMH Wealth Management LLC 1.41% Add +3.7% 135,240 $6.6M
Guggenheim Capital LLC 0.05% Add +15.3% 133,679 $6.6M
Keybank National Association 0.02% Reduce -47.8% 131,771 $6.5M
Texas Yale Capital Corp. 0.20% Add +4.4% 131,733 $6.5M
Arizona State Retirement System 0.03% Reduce -0.3% 131,721 $6.5M
MetLife Investment Management, LLC 0.03% Add +374.7% 131,715 $6.5M
Handelsbanken Fonder AB 0.02% Reduce -8.0% 131,577 $6.4M
Covenant Asset Management, LLC 1.21% Reduce -1.3% 131,285 $6.4M
Harvest Fund Management Co., Ltd 0.26% Add +2.7% 68,669 $6.2M
State of Michigan Retirement System 0.03% New 120,500 $5.9M
Credit Agricole S A 0.02% — 119,048 $5.8M
Quantbot Technologies LP 0.16% Add +1156.8% 118,037 $5.8M
MAI Capital Management 0.04% Reduce -24.9% 117,025 $5.7M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -11.5% 115,379 $5.7M
Nissay Asset Management Corp. /Japan 0.03% Add +0.8% 114,989 $5.6M
Pointe Capital Management LLC 2.75% Add +0.2% 114,728 $5.6M
Czech National Bank 0.04% New 113,191 $5.5M
Jones Financial Companies LLLP 0.00% Add +38.4% 115,278 $5.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% New 107,021 $5.2M
Janney Montgomery Scott LLC 0.01% Reduce -3.8% 106,796 $5.2M
Xponance LLC 0.04% Add +16.9% 106,227 $5.2M
Cibc World Market Inc. 0.01% Add +740.3% 106,200 $5.2M
Daiwa Securities Group Inc. 0.02% Add +48.3% 105,877 $5.2M
Strategic Advisors LLC 0.82% Add +80.4% 103,629 $5.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -27.0% 102,988 $5.0M
Aberdeen Group plc 0.01% Add +36.8% 102,883 $5.0M
Zweig-DiMenna Associates LLC 0.39% Reduce -2.6% 102,744 $5.0M
Oppenheimer Asset Management Inc. 0.05% Reduce -38.4% 101,857 $5.0M
State of Tennessee, Department of Treasury 0.02% New 101,369 $5.0M
Natixis 0.03% Reduce -55.9% 100,650 $4.9M
SG Americas Securities, LLC 0.02% Add +285.0% 100,349 $4.9M
Broadcrest Asset Management, LLC 11.12% Add +100.0% 100,000 $4.9M
Mediolanum International Funds Ltd 0.05% Add +4.0% 98,307 $4.9M
Ithaka Group LLC 0.82% Reduce -0.6% 97,990 $4.8M
Amalgamated Bank 0.03% Add +190.1% 97,918 $4.8M
Jennison Associates LLC 0.00% Reduce -99.3% 96,592 $4.7M
Forsta Ap-Fonden 0.03% Add +4.5% 96,200 $4.7M
IHT Wealth Management, LLC 0.12% Add +49.8% 94,836 $4.6M
Tairen Capital Ltd 0.50% New 94,800 $4.6M
Rakuten Investment Management, Inc. 0.02% — 56,632 $4.6M
Voleon Capital Management LP 0.11% Add +198.1% 93,582 $4.6M
HighTower Advisors, LLC 0.01% Reduce -1.0% 93,481 $4.6M
Wolverine Trading, LLC 0.09% Add +86.8% 91,229 $4.5M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -2.0% 91,759 $4.5M
Truist Financial Corp. 0.01% Reduce -33.7% 90,595 $4.4M
Blue Zone Wealth Advisors, LLC 0.88% Add +10.3% 90,411 $4.4M
GF Fund Management Co. LTD. 0.08% No change 89,252 $4.4M
Nordea Investment Management AB 0.00% Add +9.0% 89,309 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.6% 80,473 $4.3M
Comerica Bank 0.02% Add +94.9% 86,022 $4.2M
Baird Financial Group, Inc. 0.01% Reduce -0.2% 85,282 $4.2M
IFM Investors Pty Ltd 0.04% Add +1.7% 87,922 $4.1M
Storebrand Asset Management As 0.01% Reduce -2.8% 82,997 $4.1M
Ables, Iannone, Moore & Associates, Inc. 2.33% Add +1.1% 82,686 $4.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +3.2% 82,857 $4.0M
Andra AP-fonden 0.05% No change 81,210 $4.0M
PNC Financial Services Group, Inc. 0.00% Reduce -13.0% 81,198 $4.0M
Awm Capital, LLC 0.36% Reduce -0.0% 80,656 $4.0M
Man Group plc 0.01% Reduce -87.2% 80,004 $3.9M
Lyell Wealth Management, LP 0.28% Reduce -15.8% 77,522 $3.8M
Arlington Financial Advisors, LLC 0.56% Add +2.5% 77,056 $3.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Reduce -23.7% 76,472 $3.7M
USS Investment Management Ltd 0.02% No change 76,472 $3.7M
Synergy Financial Group, LTD 2.50% Add +40.9% 75,786 $3.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.25% Add +126.7% 75,020 $3.7M
Formula Growth Ltd. 1.31% Add +21.0% 75,000 $3.7M
Nomura Holdings Inc. 0.02% Reduce -60.6% 74,839 $3.7M
Utah Retirement Systems 0.04% No change 73,588 $3.6M
Trexquant Investment LP 0.04% Reduce -79.1% 72,820 $3.6M
Engineers Gate Manager LP 0.04% Reduce -71.2% 72,501 $3.6M
Police & Firemen's Retirement System of New Jersey 0.03% Add +5.8% 71,809 $3.5M
Crestwood Advisors Group, LLC 0.06% Reduce -4.8% 71,600 $3.5M
DRW Securities, LLC 0.17% New 66,364 $3.3M
LaFleur & Godfrey LLC 0.39% Reduce -5.3% 66,127 $3.2M
Congress Park Capital LLC 0.99% Add +20.6% 64,856 $3.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -9.8% 64,196 $3.1M
Profund Advisors LLC 0.10% Add +91.0% 63,688 $3.1M
Shelton Capital Management 0.07% Add +23.9% 63,376 $3.1M
Mackenzie Financial Corp. 0.00% Add +56.5% 62,927 $3.1M
Wealth Effects LLC 0.98% Reduce -2.1% 62,377 $3.1M
New York Life Investment Management LLC 0.03% New 60,930 $3.0M
UniSuper Management Pty Ltd 0.02% Add +690.0% 60,834 $3.0M
Benjamin Edwards Inc. 0.03% Add +9.0% 59,817 $2.9M
Silvant Capital Management LLC 0.10% Reduce -44.5% 59,022 $2.9M
Woodline Partners LP 0.01% New 58,901 $2.9M
Taikang Asset Management (Hong Kong) Co Ltd 0.32% Reduce -31.1% 58,716 $2.9M
In-Depth Partners, LLC 3.04% Reduce -43.3% 58,567 $2.9M
Teacher Retirement System of Texas 0.01% Reduce -14.8% 58,520 $2.9M
Rockefeller Capital Management L.P. 0.01% Add +8.6% 58,010 $2.8M
Advisory Services Network, LLC 0.04% Reduce -1.3% 57,702 $2.8M
Arkadios Wealth Advisors 0.07% Add +2.2% 57,551 $2.8M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -47.1% 57,172 $2.8M
Nisa Investment Advisors, LLC 0.01% Add +36.7% 56,825 $2.8M
Knuff & Co LLC 0.80% Reduce -55.2% 56,275 $2.8M
Louisiana State Employees Retirement System 0.05% Add +70.4% 55,900 $2.7M
QRG Capital Management, Inc. 0.03% Reduce -10.9% 55,578 $2.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +24.7% 55,423 $2.7M
Yousif Capital Management, LLC 0.03% Add +885.7% 55,389 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Add +26.1% 54,990 $2.7M
Stratos Wealth Advisors, LLC 0.13% Add +1552.0% 54,565 $2.7M
Delta Global Management LP 0.19% New 54,183 $2.7M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -4.9% 54,133 $2.7M
SummitTX Capital, L.P. 0.11% New 53,198 $2.6M
Ironwood Investment Counsel, LLC 0.38% Add +153.5% 52,987 $2.6M
Park Avenue Securities LLC 0.02% Reduce -4.4% 52,834 $2.6M
iA Global Asset Management Inc. 0.03% Add +4.0% 51,596 $2.5M
Moors & Cabot, Inc. 0.11% Add +246.0% 51,453 $2.5M
Employees Retirement System of Texas 0.02% No change 51,340 $2.5M
Tidal Investments LLC 0.01% Add +78.0% 51,301 $2.5M
Assetmark, Inc. 0.01% Add +52.5% 51,276 $2.5M
Needham Investment Management LLC 0.17% Reduce -6.4% 51,000 $2.5M
Oregon Public Employees Retirement Fund 0.03% New 50,934 $2.5M
Mercer Global Advisors Inc. 0.00% Reduce -5.6% 49,839 $2.4M
Caption Management, LLC 0.15% New 49,550 $2.4M
VestGen Advisors, LLC 0.08% Add +49.8% 49,367 $2.4M
OP Asset Management Ltd 0.03% No change 48,477 $2.4M
Mutual of America Capital Management LLC 0.03% New 48,302 $2.4M
Blair William & Co. 0.01% Add +48.3% 48,254 $2.4M
State of Alaska, Department of Revenue 0.02% New 48,076 $2.4M
Erste Asset Management GmbH 0.02% Reduce -7.4% 47,225 $2.3M
Royal Fund Management, LLC 0.28% Add +51.0% 46,804 $2.3M
Macquarie Group Ltd. 0.00% Reduce -96.8% 46,524 $2.3M
Leibman Financial Services, Inc. 1.71% Reduce -3.7% 45,975 $2.3M
EFG Asset Management (North America) Corp. 0.29% Add +5.5% 45,041 $2.2M
Leonteq Securities AG 0.12% Add +109.9% 44,310 $2.2M
Cherry Creek Investment Advisors, Inc. 0.94% Reduce -17.2% 44,289 $2.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.0% 43,869 $2.1M
PDT Partners, LLC 0.13% No change 43,300 $2.1M
Savant Capital, LLC 0.01% Reduce -1.7% 43,093 $2.1M
AXA Investment Managers S.A. 0.01% — 43,027 $2.1M
Warm Springs Advisors Inc. 1.59% New 42,800 $2.1M
Swiss Life Asset Management Ltd 0.01% Reduce -2.5% 42,461 $2.1M
SageView Advisory Group, LLC 0.07% Reduce -0.5% 41,828 $2.0M
Silvercrest Asset Management Group LLC 0.01% Reduce -16.9% 41,750 $2.0M
Townsquare Capital LLC 0.31% Add +10.9% 41,662 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -8.2% 42,731 $2.0M
Apollon Wealth Management, LLC 0.04% Add +13.5% 40,846 $2.0M
Fifth Third Bancorp 0.01% Add +19.5% 40,716 $2.0M
Hunting Hill Global Capital, LLC 0.74% Reduce -9.2% 39,881 $2.0M
Morningstar Investment Management LLC 0.07% Add +1021.4% 39,766 $1.9M
AIA Group Ltd 0.03% Reduce -11.1% 39,295 $1.9M
J.W. Cole Advisors, Inc. 0.04% Add +0.1% 39,263 $1.9M
Motley Fool Asset Management LLC 0.08% Add +33.7% 39,155 $1.9M
Alps Advisors Inc. 0.01% Add +49.9% 38,814 $1.9M
Mesirow Financial Investment Management, Inc. 0.03% No change 38,604 $1.9M
Cerity Partners LLC 0.00% Reduce -35.4% 38,595 $1.9M
Corient Private Wealth LP 0.00% Add +36.3% 38,164 $1.9M
Rathbones Group PLC 0.01% Add +65.9% 37,879 $1.9M
Norinchukin Bank, The 0.02% Add +178.9% 37,600 $1.8M
Bank of Nova Scotia 0.00% New 37,490 $1.8M
EFG Asset Management (Americas) Corp. 0.32% Add +8.1% 37,226 $1.8M
Coppell Advisory Solutions LLC 0.19% New 36,482 $1.8M
RD Finance Ltd 1.93% New 36,800 $1.8M
Mizuho Securities USA LLC 0.04% New 32,459 $1.8M
Malaga Cove Capital, LLC 0.63% Add +107.1% 35,557 $1.7M
Griffin Asset Management, Inc. 0.19% Reduce -30.3% 35,283 $1.7M
Northwest & Ethical Investments L.P. 0.04% Reduce -13.1% 35,036 $1.7M
PKO Investment Management Joint-Stock Co 0.15% New 35,000 $1.7M
Independent Advisor Alliance 0.04% Add +21.8% 33,971 $1.7M
Regions Financial Corp. 0.01% Add +5.6% 33,968 $1.7M
Jefferies Financial Group Inc. 0.02% Reduce -21.5% 33,586 $1.6M
Kensington Investment Counsel, LLC 0.67% Reduce -7.8% 33,566 $1.6M
Wealthfront Advisers LLC 0.00% Reduce -49.1% 33,541 $1.6M
OMERS ADMINISTRATION Corp 0.01% No change 33,176 $1.6M
Lido Advisors, LLC 0.01% Add +53.8% 32,556 $1.6M
Polianta Ltd 0.64% New 31,900 $1.6M
Aware Super Pty Ltd as trustee of Aware Super 0.02% No change 31,088 $1.5M
TD Waterhouse Canada Inc. 0.01% Add +78.5% 30,832 $1.5M
Orion Porfolio Solutions, LLC 0.01% Reduce -17.3% 30,846 $1.5M
Oppenheimer & Co. Inc. 0.02% Reduce -48.1% 30,731 $1.5M
Integrated Financial Solutions, Inc. 1.04% Add +51.6% 30,710 $1.5M
Kestra Advisory Services, LLC 0.01% Reduce -4.2% 29,715 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -3.1% 29,333 $1.4M
Azzad Asset Management Inc. 0.14% Reduce -56.0% 29,213 $1.4M
Wealthcare Advisory Partners LLC 0.03% Reduce -0.2% 28,869 $1.4M
Commerce Bank 0.01% Reduce -16.9% 28,826 $1.4M
NewEdge Advisors, LLC 0.01% Reduce -35.4% 28,570 $1.4M
Kentucky Retirement Systems 0.04% Reduce -2.1% 28,017 $1.4M
Independent Solutions Wealth Management, LLC 0.24% Reduce -60.3% 27,450 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -76.8% 27,250 $1.3M
M&T Bank Corp 0.00% Reduce -2.4% 26,958 $1.3M
Linden Thomas Advisory Services, LLC 0.13% Add +2.3% 26,776 $1.3M
AG2R La Mondiale Gestion D'actifs 0.07% No change 17,679 $1.3M
Candriam S.C.A. 0.01% No change 25,571 $1.3M
Kesler, Norman & Wride, LLC 0.25% New 10,650 $1.3M
Torrey Growth & Income Advisors 0.37% — 25,464 $1.2M
Advanced Portfolio Management, LLC 3.19% New 50,000 $1.2M
AustralianSuper Pty Ltd 0.01% No change 24,787 $1.2M
EMC Capital Management 0.57% Add +244.7% 24,651 $1.2M
Lighthouse Financial LLC 0.80% Reduce -17.3% 24,600 $1.2M
Pitcairn Co. 0.10% Reduce -34.2% 24,575 $1.2M
Fiduciary Trust Co 0.01% Add +43.6% 24,282 $1.2M
&partners 0.01% Add +8.6% 24,363 $1.2M
Caprock Group, LLC 0.03% — 21,734 $1.2M
Everhart Financial Group, Inc. 0.12% Add +116.9% 24,211 $1.2M
Perigon Wealth Management, LLC 0.02% Add +25.0% 24,162 $1.2M
D.A. Davidson & Co. 0.01% Reduce -39.5% 24,121 $1.2M
Clare Market Investments LLC 0.23% Add +23.5% 23,905 $1.2M
Bleakley Financial Group, LLC 0.03% Reduce -10.7% 23,878 $1.2M
Atria Investments, Inc 0.01% Reduce -18.8% 23,649 $1.2M
Dynamic Advisor Solutions LLC 0.03% Add +20.9% 23,264 $1.1M
Teamwork Financial Advisors, LLC 0.12% Add +33.3% 23,258 $1.1M
King Luther Capital Management Corp. 0.00% Add +0.3% 23,080 $1.1M
ASR Vermogensbeheer N.V. 0.01% Reduce -27.0% 22,841 $1.1M
Empowered Funds, LLC 0.01% Add +4.4% 22,800 $1.1M
GTS Securities LLC 0.04% New 22,769 $1.1M
Putney Financial Group LLC 1.11% Add +3.6% 22,734 $1.1M
Ethic Inc. 0.02% Add +295.3% 22,363 $1.1M
Flagship Harbor Advisors, LLC 0.05% Reduce -1.5% 22,184 $1.1M
Gulf International Bank (UK) Ltd 0.04% Reduce -2.1% 22,179 $1.1M
Two Sigma Securities, LLC 0.16% Reduce -16.2% 22,122 $1.1M
Concorde Asset Management, LLC 0.45% — 21,397 $1.1M
Fort Point Capital Partners LLC 0.14% Add +0.2% 21,946 $1.1M
Maryland State Retirement & Pension System 0.02% No change 21,689 $1.1M
Prospera Financial Services Inc 0.02% Add +86.6% 21,667 $1.1M
Gotham Asset Management 0.00% Reduce -58.6% 21,532 $1.1M
Securian Asset Management, Inc. 0.03% New 21,523 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +6.4% 21,505 $1.1M
Altrafin AG 0.33% Add +66.3% 21,500 $1.1M
Orion Capital Management LLC 0.36% No change 21,165 $1.0M
Summit Trail Advisors, LLC 0.01% Add +184.4% 21,137 $1.0M
Investment Management Corp of Ontario 0.02% Add +89.7% 20,992 $1.0M
Sanctuary Advisors, LLC 0.01% Reduce -50.6% 20,849 $1.0M
Sunbelt Securities, Inc. 0.07% Add +263.5% 20,619 $1.0M
Blackstone Inc. 0.00% New 20,516 $1.0M
Robeco Institutional Asset Management B.V. 0.00% Reduce -20.0% 20,371 $998K
Checchi Capital Advisers, LLC 0.07% Reduce -4.6% 20,318 $996K
NorthCoast Asset Management LLC 0.00% Add +251.3% 20,278 $994K
New Mexico Educational Retirement Board 0.03% New 20,200 $990K
Zuckerman Investment Group, LLC 0.09% No change 20,008 $981K
Quinn Opportunity Partners LLC 0.07% New 20,000 $980K
CastleKnight Management LP 0.05% New 19,900 $975K
International Assets Investment Management, LLC 0.08% No change 13,267 $975K
Inspire Advisors, LLC 0.09% Add +107.4% 19,580 $960K
Captrust Financial Advisors 0.00% Add +0.8% 19,461 $954K
Equitable Holdings, Inc. 0.01% Reduce -34.8% 19,453 $953K
Evoke Wealth, LLC 0.02% Reduce -11.7% 19,334 $948K
Zacks Investment Management 0.01% Add +2.7% 19,322 $947K
RFG Advisory, LLC 0.02% Add +94.7% 19,280 $945K
Eisler Capital Management Ltd. 0.02% New 19,299 $939K
Ameritas Investment Partners, Inc. 0.03% Add +28.5% 19,125 $937K
Horizon Investments, LLC 0.01% New 19,106 $936K
NINE MASTS CAPITAL Ltd 0.42% Reduce -7.3% 19,000 $931K
Fieldview Capital Management, LLC 0.15% New 18,880 $925K
Cwm, LLC 0.00% Add +5.4% 18,795 $921K
Tower Research Capital LLC (TRC) 0.03% Add +158.2% 18,766 $920K
Beacon Pointe Advisors, LLC 0.01% Add +8.3% 18,502 $907K
Ashton Thomas Private Wealth, LLC 0.02% Add +1.0% 18,398 $902K
Nilsine Partners, LLC 0.08% New 18,300 $897K
Pacific Wealth Strategies Group, Inc. 0.55% Add +3.9% 18,201 $892K
LRT Capital Management, LLC 0.58% Add +50.6% 17,767 $871K
Intech Investment Management LLC 0.01% Reduce -74.0% 17,652 $865K
Institute for Wealth Management, LLC. 0.09% Add +2.5% 17,565 $861K
Snowden Capital Advisors LLC 0.02% Reduce -21.4% 17,224 $844K
Strategic Advocates LLC 0.22% Reduce -1.0% 17,010 $834K
Steward Partners Investment Advisory, LLC 0.00% Add +53.0% 16,944 $830K
Paces Ferry Wealth Advisors, LLC 0.34% Reduce -15.0% 16,882 $827K
Metis Global Partners, LLC 0.02% Add +133.9% 16,836 $825K
Allstate Corp. 0.02% New 16,773 $822K
Optimum Investment Advisors 0.33% Add +21.2% 16,739 $820K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +11.6% 16,671 $817K
Focus Partners Wealth 0.00% Reduce -83.0% 16,534 $810K
111 Capital 0.15% Reduce -32.0% 16,482 $808K
Kingsview Wealth Management, LLC 0.01% Add +37.6% 16,449 $806K
Volterra Technologies LP 0.53% New 16,425 $805K
Evergreen Wealth Management, LLC 0.41% Reduce -16.7% 16,130 $791K
Jacksonville Wealth Management, LLC 0.58% Add +2.8% 16,124 $790K
Private Advisor Group, LLC 0.00% Reduce -36.9% 15,795 $774K
Brevan Howard Capital Management LP 0.01% Reduce -83.1% 15,783 $774K
All Terrain Financial Advisors, LLC 0.25% New 15,700 $769K
Stansberry Asset Management, LLC 0.08% Add +31.4% 15,626 $766K
ABN AMRO Bank N.V. 0.01% No change 15,662 $765K
Wealth Alliance, LLC 0.08% Reduce -13.3% 15,612 $765K
First Bank & Trust 0.13% Reduce -33.1% 15,489 $759K
TD Private Client Wealth LLC 0.02% Add +10.3% 15,424 $756K
TFC Financial Management, Inc. 0.09% No change 15,011 $736K
Ausdal Financial Partners, Inc. 0.04% Add +13.9% 14,817 $726K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +7286.4% 14,625 $717K
Chicago Partners Investment Group LLC 0.02% Add +47.5% 13,695 $708K
Level Four Advisory Services, LLC 0.02% Add +31.5% 14,430 $707K
Natixis Advisors, LLC 0.00% Reduce -95.0% 14,416 $707K
Quantum Portfolio Management LLC 0.21% Add +37.2% 14,424 $707K
Choreo, LLC 0.01% Reduce -37.8% 13,990 $704K
Algebris (uk) Ltd. 0.08% New 14,257 $698K
Northwestern Mutual Investment Management Company, LLC 0.01% New 14,204 $696K
Harbor Capital Advisors, Inc. 0.05% Add +2.8% 14,176 $695K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -11.2% 14,132 $693K
Kirtland Hills Capital Management, LLC 0.27% Reduce -7.7% 14,115 $692K
E. Ohman J:or Asset Management AB 0.02% No change 14,100 $691K
Lombard Odier Asset Management (Switzerland) SA 0.03% Add +6.3% 14,066 $689K
Prosperity Wealth Management, Inc. 0.23% New 13,999 $686K
Kohmann Bosshard Financial Services, LLC 0.07% New 13,816 $677K
Curbstone Financial Management Corp 0.13% Add +7.0% 13,720 $672K
Clay Northam Wealth Management, LLC 0.38% Add +2.3% 13,604 $667K
Concurrent Investment Advisors, LLC 0.01% Add +30.1% 13,442 $659K
Siemens Fonds Invest GmbH 0.04% Reduce -0.5% 13,370 $655K
SBI Securities Co., Ltd. 0.02% Add +32.0% 12,749 $625K
Empower Advisory Group, LLC 0.00% Add +0.3% 12,727 $624K
Certuity, LLC 0.04% Add +14.6% 12,586 $617K
Sequoia Financial Advisors, LLC 0.00% Reduce -14.5% 12,583 $617K
Independent Financial Group, LLC 0.01% Reduce -6.6% 12,470 $611K
World Investment Advisors 0.01% Add +14.0% 12,448 $610K
Clearstead Advisors, LLC 0.01% Add +39.2% 12,431 $609K
Edgewood Management LLC 0.00% Reduce -99.9% 12,405 $608K
IFP Advisors, Inc 0.02% Add +15.5% 12,397 $608K
Ellevest, Inc. 0.09% Add +4.7% 12,337 $605K
LVZ, Inc. 0.07% Add +68.5% 12,265 $601K
Bessemer Group Inc. 0.00% Reduce -19.8% 12,218 $599K
CENTRAL TRUST Co 0.01% Reduce -6.1% 12,216 $599K
World Equity Group, Inc. 0.13% Add +257.9% 12,069 $592K
Mufg Securities Americas Inc. 0.04% New 12,018 $589K
Limestone Investment Advisors LP 0.28% New 12,000 $588K
Howard Capital Management, LLC 0.01% Reduce -0.1% 11,875 $582K
China Universal Asset Management Co., Ltd. 0.05% Add +15.6% 11,765 $577K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -3.3% 11,743 $576K
Vista Investment Partners LLC 0.16% New 11,583 $568K
Landscape Capital Management, L.L.C. 0.04% Add +204.3% 11,537 $565K
Semanteon Capital Management, LP 0.70% New 11,368 $557K
Brooklyn Investment Group 0.07% Add +1.1% 7,992 $554K
Werlinich Asset Management, LLC 0.27% Reduce -7.0% 11,255 $552K
Inscription Capital, LLC 0.06% New 11,155 $547K
Zions Bancorporation, National Association 0.03% Add +16261.8% 11,126 $545K
Fulton Bank, N.A. 0.02% Reduce -15.9% 11,084 $543K
Callan Family Office, LLC 0.02% Reduce -61.8% 11,010 $540K
Atlantic Union Bankshares Corp 0.01% Reduce -69.0% 10,995 $539K
Bokf, NA 0.01% Reduce -3.8% 10,984 $538K
Pine Valley Investments Ltd Liability Co 0.03% Add +5.1% 10,941 $536K
Principal Securities, Inc. 0.01% Reduce -9.7% 10,838 $531K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -20.9% 10,720 $525K
STRS Ohio 0.00% Reduce -92.0% 10,670 $523K
United Capital Financial Advisors, LLC 0.00% Reduce -60.6% 10,623 $521K
United Asset Strategies, Inc. 0.04% Reduce -1.0% 10,562 $518K
Mutual Advisors, LLC 0.01% Add +124.2% 9,503 $514K
Farther Finance Advisors, LLC 0.01% Add +131.2% 10,488 $514K
WP Advisors, LLC 0.13% Add +60.0% 10,362 $508K
GraniteShares Advisors LLC 0.29% Add +23.1% 10,335 $507K
Venturi Wealth Management, LLC 0.02% Add +119.4% 10,313 $505K
Cresset Asset Management, LLC 0.00% Add +1.7% 10,299 $505K
Glenmede Investment Management, LP 0.00% New 10,272 $503K
Prudential PLC 0.00% Reduce -27.7% 10,256 $503K
HB Wealth Management, LLC 0.00% Reduce -8.8% 10,253 $503K
Prime Capital Investment Advisors, LLC 0.01% Reduce -26.6% 10,092 $495K
Aaron Wealth Advisors LLC 0.03% New 10,037 $492K
Entropy Technologies, LP 0.04% New 9,985 $489K
Qtron Investments LLC 0.06% Add +17.4% 9,946 $487K
Integrated Wealth Concepts LLC 0.00% Reduce -53.8% 9,945 $487K
Vestcor Inc 0.01% No change 9,939 $487K
Rothschild Investment LLC 0.03% Reduce -0.3% 9,883 $484K
Calamos Wealth Management LLC 0.02% Add +40.5% 9,842 $482K
Redwood Financial Network Corp 0.30% Reduce -1.1% 9,815 $481K
Gallacher Capital Management LLC 0.19% New 9,797 $480K
Peterson Wealth Services 0.12% Reduce -95.9% 367 $478K
Moody National Bank Trust Division 0.04% Add +19.1% 9,762 $478K
Visionary Wealth Advisors 0.02% Reduce -4.8% 9,634 $472K
Stratos Wealth Partners, LTD. 0.01% Add +19.4% 9,613 $471K
Allworth Financial LP 0.00% Add +12.9% 9,610 $471K
Valeo Financial Advisors, LLC 0.01% Add +0.6% 9,432 $462K
Summit Financial, LLC 0.01% Reduce -14.6% 9,413 $461K
Fred Alger Management, LLC 0.00% Reduce -81.0% 9,402 $461K
CenterStar Asset Management, LLC 0.87% New 9,365 $459K
Scotia Capital Inc. 0.00% Reduce -8.7% 9,162 $449K
Penserra Capital Management LLC 0.01% Add +272.0% 9,178 $448K
Forefront Wealth Partners, LLC 0.11% New 9,111 $447K
Triumph Capital Management 0.12% New 9,033 $443K
Compound Planning, Inc. 0.01% Reduce -8.9% 8,998 $441K
HM Payson & Co. 0.01% Reduce -8.1% 8,980 $440K
Canada Post Corp Registered Pension Plan 0.02% New 8,840 $439K
Advisor OS, LLC 0.04% Add +15.9% 8,919 $437K
Arax Advisory Partners 0.01% Add +95.2% 8,907 $437K
Wedbush Securities Inc. 0.01% Reduce -70.0% 8,872 $435K
Boothbay Fund Management, LLC 0.01% New 8,738 $428K
Inceptionr LLC 0.10% Add +151.9% 8,663 $425K
Insigneo Advisory Services, LLC 0.03% Add +3.6% 8,632 $423K
Goldstone Financial Group, LLC 0.05% New 8,618 $422K
MUFG Securities EMEA plc 0.01% New 8,530 $418K
Sowell Financial Services LLC 0.02% Add +171.9% 8,529 $418K
Viawealth, LLC 0.23% Add +35.6% 8,490 $416K
RMR Wealth Builders 0.03% Reduce -7.9% 8,469 $415K
SteelPeak Wealth, LLC 0.01% Add +0.1% 8,447 $414K
Capital Insight Partners, LLC 0.07% Reduce -10.0% 8,428 $413K
Rakuten Securities, Inc. 0.15% Add +24.7% 8,410 $412K
Versor Investments LP 0.08% New 8,357 $410K
Sigma Planning Corp 0.01% Reduce -14.5% 8,214 $403K
Foundations Investment Advisors, LLC 0.01% Add +118.5% 8,204 $402K
Signaturefd, LLC 0.01% Reduce -17.9% 8,145 $399K
Voya Financial Advisors, Inc. 0.04% Reduce -9.3% 7,910 $393K
Fifth Lane Capital, LP 0.40% New 8,000 $392K
GenTrust, LLC 0.02% Reduce -10.4% 7,978 $391K
NewEdge Wealth, LLC 0.01% Reduce -73.5% 7,963 $380K
Waverly Advisors, LLC 0.00% Reduce -32.1% 7,672 $376K
Shell Asset Management Co. 0.04% Reduce -22.2% 7,682 $376K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -8.5% 7,666 $376K
Congress Asset Management Co. 0.00% Reduce -99.5% 7,663 $376K
Canopy Partners, LLC 0.13% Reduce -3.1% 7,648 $375K
U.S. Capital Wealth Advisors, LLC 0.01% New 7,632 $374K
Spire Wealth Management 0.01% Add +0.6% 7,563 $371K
Elevate Capital Advisors, LLC 0.26% New 7,475 $366K
Strategic Blueprint, LLC 0.02% Reduce -5.6% 7,358 $361K
Asahi Life Asset Management Co., LTD. 0.20% New 7,310 $358K
Tema ETFs LLC 0.03% New 7,298 $358K
Mgo One Seven LLC 0.01% Reduce -1.4% 7,284 $357K
GC Wealth Management RIA, LLC 0.01% New 7,274 $356K
HighPoint Advisor Group LLC 0.02% Reduce -12.0% 7,166 $351K
HBK Sorce Advisory LLC 0.01% Reduce -6.0% 6,858 $350K
Traynor Capital Management, Inc. 0.02% Add +9.1% 7,140 $350K
Roman Butler Fullerton & Co. 0.09% Add +42.1% 6,995 $349K
Centurion Wealth Management LLC 0.08% Add +18.6% 7,124 $349K
Polymer Capital Management (US) LLC 0.05% Add +104.7% 7,081 $347K
Marex Group Ltd 0.00% Reduce -27.1% 7,009 $344K
J. Goldman & Co LP 0.01% New 7,000 $343K
Abn Amro Investment Solutions 0.01% No change 6,969 $342K
Capital Advisors Inc. 0.01% Add +0.5% 6,953 $341K
CAP Partners, LLC 0.19% Reduce -10.9% 6,946 $340K
DoubleLine ETF Adviser LP 0.10% New 6,850 $336K
ICICI Prudential Asset Management Co Ltd 0.04% Add +21.9% 6,844 $335K
Bridgefront Capital, LLC 0.10% Reduce -51.6% 6,832 $335K
GM Advisory Group, LLC 0.01% No change 6,820 $334K
Washington Capital Management, Inc. 0.24% Add +30.8% 6,800 $333K
Avestar Capital, LLC 0.02% Add +22.3% 6,798 $333K
CIBC Private Wealth Group LLC 0.00% Reduce -98.4% 6,785 $333K
Advisors Capital Management, LLC 0.00% Reduce -27.1% 6,778 $332K
Sherbrooke Park Advisers LLC 0.15% New 6,770 $332K
Exchange Traded Concepts, LLC 0.00% New 6,720 $329K
Midwest Trust Co 0.00% Reduce -91.5% 6,663 $327K
Lifestyle Asset Management, Inc. 0.11% Add +22.8% 6,643 $326K
Bridges Investment Management Inc. 0.00% Add +1.4% 6,627 $325K
SeaCrest Wealth Management, LLC 0.03% Reduce -2.4% 5,906 $319K
Gallagher Capital Advisors, LLC 0.18% Reduce -32.5% 6,530 $319K
Aspen Investment Management Inc 0.12% No change 6,491 $318K
North Star Asset Management Inc. 0.01% Reduce -0.8% 6,485 $318K
HHM Wealth Advisors, LLC 0.04% No change 6,445 $316K
STF Management LP 0.12% Reduce -3.0% 6,429 $315K
Moneta Group Investment Advisors LLC 0.00% Add +408.5% 6,387 $313K
Enzi Wealth 0.11% No change 6,258 $312K
Great Valley Advisor Group, Inc. 0.01% Reduce -13.2% 6,333 $311K
Hantz Financial Services, Inc. 0.00% Reduce -91.5% 6,335 $310K
Coldstream Capital Management Inc. 0.00% Reduce -8.8% 6,286 $308K
Murphy & Mullick Capital Management Corp 0.23% Add +11.5% 6,287 $308K
Trust Co. of Vermont 0.01% No change 6,220 $305K
Parallel Advisors, LLC 0.01% Reduce -9.0% 6,170 $302K
Avalon Capital Management 0.07% Reduce -28.3% 6,168 $302K
One Charles Private Wealth Services, LLC 0.08% Reduce -14.0% 6,125 $300K
Nautilus Advisors LLC 0.20% Add +14.8% 6,120 $300K
Wilmington Savings Fund Society, FSB 0.01% Reduce -27.3% 6,045 $296K
Balentine LLC 0.01% No change 6,004 $294K
Broadwater Capital Management LLC 0.22% Reduce -98.6% 6,000 $294K
Tradition Wealth Management, LLC 0.02% Add +0.0% 5,987 $293K
Merit Financial Group, LLC 0.00% Reduce -10.9% 5,981 $293K
Crossmark Global Holdings, Inc. 0.00% Reduce -3.8% 5,945 $291K
Diversify Advisory Services, LLC 0.01% Reduce -83.0% 5,801 $285K
Centaurus Financial, Inc. 0.01% Reduce -5.3% 5,772 $283K
Great Lakes Advisors, LLC 0.00% Reduce -8.8% 5,755 $282K
NorthRock Partners, LLC 0.01% Add +57.1% 5,698 $279K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +23.2% 5,692 $279K
Soltis Investment Advisors LLC 0.02% Reduce -26.2% 5,661 $277K
Mindset Wealth Management, LLC 0.08% Add +12.8% 5,650 $277K
MJP Associates Inc. 0.04% Add +1.9% 5,650 $277K
Pure Financial Advisors, LLC 0.00% Reduce -0.4% 5,640 $276K
Wealth Management Associates, Inc. 0.10% Reduce -50.4% 5,621 $275K
Haverford Trust Co 0.00% Reduce -1.1% 5,616 $275K
Geneos Wealth Management Inc. 0.01% Reduce -91.0% 5,576 $273K
DDFG, Inc 0.06% Add +25.0% 5,500 $270K
OneDigital Investment Advisors LLC 0.00% Reduce -21.1% 5,484 $269K
Meiji Yasuda Life Insurance Co 0.01% No change 5,472 $268K
Interchange Capital Partners, LLC 0.05% Add +25.6% 5,468 $268K
Cache Advisors, LLC 0.05% New 2,767 $267K
PFG Investments, LLC 0.01% Reduce -32.0% 5,421 $266K
LCM Capital Management Inc 0.13% Add +0.9% 5,397 $265K
Arthur M. Cohen & Associates, LLC 0.04% Reduce -32.6% 5,388 $264K
HUB Investment Partners, LLC 0.01% New 5,383 $264K
Granite Harbor Advisors, Inc. 0.11% Reduce -27.8% 5,379 $264K
United Community Bank 0.08% Add +69.2% 5,355 $262K
Legacy Financial Advisors, Inc. 0.04% New 5,281 $259K
Strategic Planning, Inc. 0.15% New 5,240 $257K
Edgestream Partners, L.P. 0.01% Reduce -83.5% 5,147 $252K
Values First Advisors, Inc. 0.13% Reduce -25.8% 5,142 $252K
Arete Wealth Advisors, LLC 0.02% New 5,123 $251K
Outlook Wealth Advisors, LLC 0.06% Reduce -4.5% 5,042 $247K
Index Fund Advisors, Inc. 0.01% Add +0.1% 5,022 $246K
AXS Investments LLC 0.08% No change 5,000 $245K
Uniting Wealth Partners, LLC 0.06% No change 5,000 $245K
Moseley Investment Management Inc. 0.07% Add +77.7% 4,982 $244K
Virtue Capital Management, LLC 0.04% Add +8.8% 4,982 $244K
Heritage Investors Management Corp. 0.01% No change 4,977 $244K
Triad Wealth Partners, LLC 0.03% New 4,884 $239K
Point Windward Advisors Inc. 0.11% Add +52.4% 4,800 $235K
Los Angeles Capital Management LLC 0.00% Reduce -99.5% 4,800 $235K
Blalock Williams, LLC 0.20% Add +8.4% 4,772 $234K
Yarbrough Capital, LLC 0.01% New 4,759 $233K
AE Wealth Management LLC 0.00% Add +4.4% 4,755 $233K
SouthState Bank Corp 0.01% Reduce -1.4% 4,742 $232K
Grandview Asset Management LLC 0.07% Reduce -6.5% 4,722 $231K
Cornerstone Wealth Group, LLC 0.02% Add +5.8% 4,714 $231K
Loudon Investment Management, LLC 0.12% No change 4,700 $230K
Aries Wealth Management 0.05% No change 4,700 $230K
Sava Infond d.o.o. 0.03% Add +176.5% 4,700 $230K
Fort Sheridan Advisors LLC 0.03% No change 4,700 $230K
Sonora Investment Management Group, LLC 0.02% Add +21.4% 4,625 $227K
FAS Wealth Partners, Inc. 0.02% Add +12.1% 4,621 $226K
AlphaCore Capital LLC 0.01% Reduce -1.5% 4,602 $226K
Redwood Wealth Management Group, LLC 0.10% Reduce -6.3% 4,600 $225K
Three Magnolias Financial Advisors, LLC 0.14% No change 4,540 $223K
Corton Capital Inc. 0.55% New 4,533 $222K
Hamilton Point Investment Advisors, LLC 0.03% Add +0.0% 4,481 $220K
Wedmont Private Capital 0.01% Reduce -12.0% 4,100 $219K
Greenleaf Trust 0.00% Add +37.1% 4,448 $218K
One Capital Management, LLC 0.01% Add +2.7% 4,444 $218K
Alpha Cubed Investments, LLC 0.01% Reduce -3.4% 4,400 $216K
Procyon Advisors, LLC 0.01% Reduce -20.4% 4,381 $215K
CoreCap Advisors, LLC 0.01% Add +20.8% 4,369 $214K
Cigna Investments Inc. 0.03% Reduce -1.4% 4,364 $214K
Bell Bank 0.01% Reduce -8.2% 4,333 $212K
One Wealth Management Investment & Advisory Services, LLC 0.24% Reduce -0.8% 4,302 $211K
Thoroughbred Financial Services, LLC 0.01% Reduce -79.6% 4,289 $210K
Brighton Jones LLC 0.01% Reduce -2.8% 4,250 $208K
Sagespring Wealth Partners, LLC 0.00% Reduce -0.8% 4,238 $208K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +35.0% 4,226 $207K
PSI Advisors, LLC 0.05% Add +30.4% 4,220 $207K
one8zero8, LLC 0.04% No change 4,200 $206K
Prosperity Consulting Group, LLC 0.01% Reduce -44.5% 4,200 $206K
Cornerstone Wealth Management, LLC 0.01% Reduce -0.2% 4,194 $206K
Focus Financial Network, Inc. 0.01% Add +2.0% 4,176 $205K
Fifth Third Wealth Advisors LLC 0.01% New 4,160 $204K
Bedel Financial Consulting, Inc. 0.03% No change 4,159 $204K
Arrowroot Family Office, LLC 0.08% Reduce -3.0% 4,154 $204K
Focused Wealth Management, Inc 0.02% Reduce -11.8% 4,083 $200K
Avalon Trust Co 0.01% New 4,008 $196K
Silver Oak Securities, Incorporated 0.01% New 3,913 $192K
GAMMA Investing LLC 0.01% Add +60.4% 3,829 $188K
Roxbury Financial LLC 0.17% Reduce -8.4% 3,773 $185K
Smartleaf Asset Management LLC 0.01% Add +58.7% 3,416 $170K
Emerald Advisers, LLC 0.01% Reduce -12.7% 3,422 $168K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,405 $167K
Quadrant Capital Group LLC 0.01% Add +2.1% 3,393 $166K
Crews Bank & Trust 0.02% Add +59.3% 3,265 $160K
GPS Wealth Strategies Group, LLC 0.02% Reduce -78.0% 3,263 $160K
Generali Investments, Management Co LLC 0.03% Reduce -83.6% 3,071 $151K
Tobam 0.05% New 3,061 $150K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.06% No change 2,840 $139K
Hollencrest Capital Management 0.00% Add +56.1% 2,783 $136K
Abound Wealth Management 0.03% Add +0.6% 2,716 $133K
Huntington National Bank 0.00% Add +26.6% 2,667 $131K
2UniFi Bank 0.06% No change 2,495 $122K
Nemes Rush Group LLC 0.01% Reduce -3.1% 2,368 $116K
Graney & King, LLC 0.08% No change 2,360 $116K
AlphaQuest LLC 0.01% Add +2.7% 2,314 $113K
Eastern Bank 0.00% Reduce -28.2% 2,300 $113K
Ostrum Asset Management 0.01% Reduce -3.0% 2,294 $112K
Whittier Trust Co. 0.00% Add +13.5% 2,172 $112K
Highline Wealth Partners LLC 0.03% Reduce -0.4% 2,080 $102K
MassMutual Private Wealth & Trust, FSB 0.00% Add +44.3% 2,076 $102K
Larson Financial Group LLC 0.00% Reduce -40.9% 2,069 $101K
Compagnie Lombard Odier SCmA 0.00% No change 2,000 $98K
Pilgrim Partners Asia Pte Ltd 0.04% — 1,960 $96K
Harbour Investments, Inc. 0.00% Reduce -6.4% 1,922 $94K
Global Retirement Partners, LLC 0.00% Add +8.6% 1,848 $91K
CNB Bank 0.04% Reduce -66.9% 1,822 $89K
1620 Investment Advisors, Inc. 0.06% Add +64.8% 1,803 $88K
Sachetta, LLC 0.03% Add +25.3% 1,803 $88K
Plato Investment Management Ltd 0.01% Reduce -77.1% 1,759 $86K
Brown Brothers Harriman & Co. 0.00% Add +35.6% 1,591 $78K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +2.0% 1,587 $78K
Aventura Private Wealth, LLC 0.03% Reduce -6.4% 1,584 $78K
Westpac Banking Corp. 0.00% No change 1,522 $75K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 1,477 $72K
UMB Bank, n.a. 0.00% Reduce -33.4% 1,335 $65K
S-Bank Fund Management Ltd 0.01% Reduce -1.3% 1,333 $65K
Thompson Investment Management, Inc. 0.01% No change 1,325 $65K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.2% 1,210 $62K
Asset Dedication, LLC 0.00% Reduce -1.3% 1,268 $62K
Blue Trust, Inc. 0.00% Reduce -80.2% 1,267 $62K
Vermillion Wealth Management, Inc. 0.02% Add +150.0% 1,250 $61K
Ameritas Advisory Services, LLC 0.00% Reduce -7.7% 1,240 $61K
SJS Investment Consulting Inc. 0.01% Add +524.1% 1,217 $60K
CYBER HORNET ETFs LLC 0.04% New 1,208 $59K
Key Financial Inc 0.01% Reduce -0.7% 1,200 $59K
Toth Financial Advisory Corp. 0.01% No change 1,200 $59K
Sentry Investment Management LLC 0.04% New 1,068 $58K
Anfield Capital Management, LLC 0.02% No change 1,102 $54K
Truvestments Capital LLC 0.01% Reduce -57.7% 1,070 $52K
Bank & Trust Co 0.03% No change 960 $47K
LRI Investments, LLC 0.00% No change 950 $47K
Tidemark, LLC 0.01% Add +35.1% 943 $46K
Strategic Wealth Partners, Ltd. 0.00% Reduce -73.9% 910 $45K
Pinnacle Holdings, LLC 0.02% New 882 $43K
Provenance Wealth Advisors, LLC 0.01% No change 876 $43K
Caitlin John, LLC 0.03% New 839 $41K
Salem Investment Counselors Inc. 0.00% No change 815 $40K
EverSource Wealth Advisors, LLC 0.00% Reduce -39.2% 809 $40K
Adirondack Trust Co. 0.01% No change 800 $39K
Y.D. More Investments Ltd 0.00% Add +92.3% 769 $38K
Binnacle Investments Inc 0.02% New 756 $37K
Pinnacle Bancorp, Inc. 0.01% No change 728 $36K
Johnson Financial Group, Inc. 0.00% Add +6.9% 727 $36K
Private Trust Co. NA 0.00% Reduce -85.3% 725 $36K
Sterling Capital Management LLC 0.00% Add +0.1% 722 $35K
Itau Unibanco Holding S.A. 0.00% Reduce -0.6% 716 $35K
Quent Capital, LLC 0.00% New 657 $32K
GoalVest Advisory LLC 0.01% No change 642 $31K
HighMark Wealth Management LLC 0.01% Add +49.2% 713 $31K
Your Advocates Ltd., LLP 0.01% No change 600 $29K
First Horizon Corp. 0.00% — 593 $29K
Parkside Financial Bank & Trust 0.00% No change 586 $29K
ORG Partners LLC 0.01% Add +0.9% 584 $29K
State of Wyoming 0.00% Add +10.4% 583 $29K
CVA Family Office, LLC 0.00% Reduce -15.7% 554 $27K
Wealthspire Advisors, LLC 0.00% New 546 $27K
Tradewinds Capital Management, LLC 0.01% No change 540 $26K
Root Financial Partners, LLC 0.00% New 538 $26K
Versant Capital Management, Inc 0.00% Add +175.8% 524 $26K
Armstrong Advisory Group, Inc. 0.00% Reduce -27.8% 520 $25K
Trifecta Capital Advisors, LLC 0.00% No change 510 $25K
American National Bank & Trust 0.00% Add +5.2% 505 $25K
Private Wealth Asset Management, LLC 0.00% No change 503 $25K
Consultiva Wealth Management, Corp. 0.07% No change 500 $25K
Family Legacy Financial Solutions, LLC 0.02% Add +163.2% 500 $25K
Estabrook Capital Management 0.00% No change 500 $25K
Caitong International Asset Management Co., Ltd 0.02% Add +274.8% 476 $23K
Rossby Financial, LCC 0.01% Add +2240.0% 468 $23K
Banque Cantonale Vaudoise 0.00% No change 473 $23K
Ancora Advisors LLC 0.00% Reduce -30.5% 456 $22K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 430 $21K
N.E.W. Advisory Services LLC 0.00% New 425 $21K
JPL Wealth Management, LLC 0.00% New 418 $20K
Manchester Capital Management LLC 0.00% Reduce -43.2% 412 $20K
Fourth Dimension Wealth, LLC 0.01% No change 410 $20K
Main Street Group, LTD 0.01% No change 400 $20K
Sound Income Strategies, LLC 0.00% No change 355 $19K
CX Institutional 0.00% Add +95.5% 391 $19K
Brown, Lisle/Cummings, Inc. 0.00% No change 375 $18K
Colonial Trust Co / SC 0.00% Add +128.2% 372 $18K
AdvisorNet Financial, Inc 0.00% Reduce -36.2% 370 $18K
Allianz SE 0.00% Reduce -56.3% 367 $18K
Montag A & Associates Inc. 0.00% Add +14.5% 355 $17K
Redmont Wealth Advisors LLC 0.02% New 351 $17K
Meeder Asset Management Inc. 0.00% Add +223.5% 330 $16K
WealthCollab, LLC 0.01% No change 319 $16K
Cromwell Holdings LLC 0.01% Add +327.0% 316 $15K
1 North Wealth Services LLC 0.01% No change 310 $15K
Costello Asset Management, INC 0.00% No change 300 $15K
Steigerwald, Gordon & Koch Inc. 0.00% New 300 $15K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +141.8% 295 $14K
University of Texas/Texas Am Investment Management Co. 0.00% New 290 $14K
Hughes Financial Services, LLC 0.00% Add +250.0% 322 $14K
SRH Advisors, LLC 0.00% No change 280 $14K
JFS Wealth Advisors, LLC 0.00% Reduce -42.4% 277 $14K
Webster Bank, N. A. 0.00% Reduce -43.5% 275 $13K
Hemington Wealth Management 0.00% Reduce -13.8% 275 $13K
Plante Moran Financial Advisors, LLC 0.00% Add +4.0% 260 $13K
NFSG Corp 0.00% Reduce -69.9% 250 $12K
MCF Advisors LLC 0.00% Add +71.3% 245 $12K
BNP Paribas 0.00% No change 241 $12K
Mather Group, Llc. 0.00% New 240 $12K
Crewe Advisors LLC 0.00% New 233 $11K
Catalyst Capital Advisors LLC 0.00% Reduce -18.6% 223 $11K
Midwest Capital Advisors, LLC 0.01% No change 220 $11K
Covestor Ltd 0.01% Reduce -94.3% 199 $10K
GW&K Investment Management, LLC 0.00% Reduce -55.7% 196 $10K
Operose Advisors LLC 0.00% No change 200 $10K
Evermay Wealth Management LLC 0.00% No change 199 $10K
Anchor Investment Management, LLC 0.00% No change 190 $9K
Smithfield Trust Co 0.00% Reduce -34.1% 213 $9K
Flagship Wealth Advisors, LLC 0.00% New 183 $9K
Financial Consulate, Inc. 0.00% New 180 $9K
Transamerica Financial Advisors, LLC 0.00% Reduce -99.4% 178 $9K
Bell Investment Advisors, Inc 0.00% Reduce -22.0% 177 $9K
Darwin Wealth Management, LLC 0.00% New 175 $9K
Private Wealth Management Group, LLC 0.00% No change 169 $8K
Activest Wealth Management 0.00% Reduce -81.7% 164 $8K
Kilter Group LLC 0.00% Add +20.6% 158 $8K
Dogwood Wealth Management LLC 0.00% Reduce -29.0% 154 $8K
NBT Bank, N.A. 0.00% New 151 $7K
Summit Securities Group LLC 0.00% Reduce -20.3% 145 $7K
Hazlett, Burt & Watson, Inc. 0.00% New 150 $7K
Evelyn Partners Asset Management Ltd 0.00% New 142 $7K
Grove Bank & Trust 0.00% No change 142 $7K
Catherine Avery Investment Management LLC 0.00% New 136 $7K
Blume Capital Management, Inc. 0.00% Reduce -14.4% 125 $6K
Financial Perspectives, Inc 0.00% No change 124 $6K
Financial Life Planners 0.00% New 120 $6K
Physician Wealth Advisors, Inc. 0.00% Reduce -16.7% 120 $6K
Imprint Wealth LLC 0.02% — 112 $5K
Fortitude Family Office, LLC 0.00% Reduce -21.7% 108 $5K
Smallwood Wealth Investment Management, LLC 0.00% Reduce -50.0% 100 $5K
Inlight Wealth Management, LLC 0.00% No change 100 $5K
Burkett Financial Services, LLC 0.00% No change 100 $5K
Colonial Trust Advisors 0.00% New 100 $5K
TOWER TRUST & INVESTMENT Co 0.00% No change 100 $5K
CBIZ Investment Advisory Services, LLC 0.00% Add +33.3% 96 $5K
Howard Hughes Medical Institute 0.00% New 95 $5K
Rosenberg Matthew Hamilton 0.00% No change 93 $5K
Legacy Wealth Managment, LLC 0.00% No change 92 $5K
MV Capital Management, Inc. 0.00% Reduce -21.6% 87 $4K
Rise Advisors, LLC 0.00% Add +25.0% 85 $4K
Westfuller Advisors, LLC 0.00% New 83 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 80 $4K
Salomon & Ludwin, LLC 0.00% New 76 $4K
Vision Financial Markets LLC 0.00% No change 75 $4K
Carolina Wealth Advisors, LLC 0.00% No change 75 $4K
Investors Research Corp 0.00% No change 75 $4K
YANKCOM Partnership 0.00% Reduce -95.6% 73 $4K
Lanark Financial, Inc. 0.00% Add +10.8% 72 $4K
Tripletail Wealth Management, LLC 0.00% New 63 $3K
Farmers & Merchants Investments Inc. 0.00% New 70 $3K
True Wealth Design, LLC 0.00% Add +175.0% 66 $3K
Motco 0.00% New 63 $3K
Avion Wealth 0.00% Reduce -39.2% 62 $3K
Capital Advisors, Ltd. LLC 0.00% Reduce -71.3% 56 $3K
DecisionPoint Financial, LLC 0.00% Add +87.5% 60 $3K
New Millennium Group LLC 0.00% New 60 $3K
West Branch Capital LLC 0.00% No change 60 $3K
S&T Bank 0.00% No change 59 $3K
WPG Advisers, LLC 0.00% Reduce -51.3% 58 $3K
PayPay Securities Corp 0.10% Add +440.0% 54 $3K
Bogart Wealth, LLC 0.00% Reduce -83.2% 54 $3K
Kimelman & Baird, LLC 0.00% No change 50 $2K
Aviso Financial Inc. 0.00% No change 50 $2K
Banque Transatlantique SA 0.00% No change 50 $2K
Westside Investment Management, Inc. 0.00% No change 45 $2K
Coston, McIsaac & Partners 0.00% No change 50 $2K
Dunhill Financial, LLC 0.00% Add +2.5% 41 $2K
Duncker Streett & Co. Inc. 0.00% No change 40 $2K
Golden State Wealth Management, LLC 0.00% New 40 $2K
DB Fitzpatrick & Co, Inc 0.00% Add +100.0% 36 $2K
Frazier Financial Advisors, LLC 0.00% New 35 $2K
Marquette Asset Management, LLC 0.00% New 34 $2K
Addison Advisors LLC 0.00% No change 32 $2K
Barnes Dennig Private Wealth Management LLC 0.00% No change 32 $2K
Valued Wealth Advisors LLC 0.00% No change 31 $2K
MPWM Advisory Solutions, LLC 0.00% No change 31 $2K
Elevation Wealth Partners, LLC 0.00% New 29 $1K
Financial Network Wealth Advisors LLC 0.00% No change 29 $1K
GHP Investment Advisors, Inc. 0.00% No change 28 $1K
Horrell Capital Management, Inc. 0.00% No change 25 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 23 $1K
Raffa Wealth Management, LLC 0.00% Reduce -45.0% 22 $1K
Concord Wealth Partners 0.00% No change 21 $1K
Cloud Capital Management, LLC 0.00% New 22 $1K
CKW Financial Group 0.00% No change 20 $1K
Roble, Belko & Company, Inc 0.00% Reduce -33.3% 20 $1K
Capital Analysts, LLC 0.00% No change 30 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -25.9% 20 $980
Oakworth Capital, Inc. 0.00% New 20 $980
Aspect Partners, LLC 0.00% New 19 $931
Tortoise Investment Management, LLC 0.00% No change 18 $882
Beaird Harris Wealth Management, LLC 0.00% No change 17 $834
Park Place Capital Corp 0.00% Reduce -96.9% 17 $833
WestEnd Advisors, LLC 0.00% New 15 $735
DiNuzzo Private Wealth, Inc. 0.00% Reduce -38.1% 13 $711
Bare Financial Services, Inc 0.00% New 13 $637
First Pacific Financial 0.00% No change 12 $589
Sittner & Nelson, LLC 0.00% No change 12 $588
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -99.6% 11 $539
Painted Porch Advisors LLC 0.00% Reduce -33.3% 10 $490
Berkshire Capital Holdings Inc. 0.00% No change 10 $490
Quaker Wealth Management, LLC 0.00% Reduce -99.4% 9 $442
Wealth Watch Advisors, INC 0.00% New 9 $441
DHJJ Financial Advisors, Ltd. 0.00% Reduce -93.5% 8 $393
Delta Asset Management LLC 0.00% No change 8 $392
Retirement Wealth Solutions LLC 0.00% New 6 $295
Cedar Wealth Management, LLC 0.00% Reduce -50.0% 6 $294
Guerra Advisors Inc 0.00% New 6 $294
American Capital Advisory, LLC 0.00% Reduce -50.0% 5 $246
Nvwm, LLC 0.00% New 5 $245
Bay Harbor Wealth Management, LLC 0.00% Reduce -64.3% 5 $245
Creative Financial Designs Inc. 0.00% No change 5 $245
Nova Wealth Management, Inc. 0.00% Reduce -81.0% 4 $196
Ameriflex Group, Inc. 0.00% New 4 $196
ROSS\JOHNSON & Associates LLC 0.00% No change 3 $147
Turning Point Benefit Group, Inc. 0.00% New 3 $147
IMA Advisory Services, Inc. 0.00% No change 3 $147
Scarborough Advisors, LLC 0.00% No change 3 $147
Seneschal Advisors, LLC 0.00% New 2 $99
Rialto Wealth Management, LLC 0.00% Reduce -83.3% 2 $99
HFM Investment Advisors, LLC 0.00% Reduce -60.0% 2 $98
Quest 10 Wealth Builders, Inc. 0.00% No change 2 $94
Core Alternative Capital 0.00% No change 1 $49
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 1 $28
Cornerstone Planning Group LLC 0.00% Reduce -95.5% 15 $19
Ogorek Anthony Joseph /NY/ 0.00% New 4 $0

"% 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.