Twilio Inc. Class ATWLO

13F holders, Q1 2024 (March 31)
624holders
8famous investors
$61.15avg. 13F price*

At the end of Q1 2024, 624 institutions reported holding Twilio Inc. Class A (TWLO) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock Inc. ($653.9M) and FMR LLC ($500.6M). 8 famous investors held it, including Lee Ainslie (0.9% of Maverick Capital's portfolio), Cathie Wood (0.4% of ARK Investment Management's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).

Company
Twilio Inc. Class A
CUSIP
90138F102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 624Q1 2024Q2 2024: 604Q2 2024Q3 2024: 608Q3 2024Q4 2024: 748Q4 2024Q1 2025: 776Q1 2025Q2 2025: 824Q2 2025Q3 2025: 776Q3 2025Q4 2025: 871Q4 2025Q1 2026: 820Q1 2026Q2 2026: 970Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions85$435.1M
Exits118$665.1M

Ownership 624 holders

Vanguard Group Inc. 0.02% Add +0.8% 17,950,364 $1.1B
BlackRock Inc. 0.02% Add +1.7% 10,692,806 $653.9M
FMR LLC 0.03% Add +20.0% 8,187,195 $500.6M
Generation Investment Management LLP 2.21% Reduce -7.0% 7,904,174 $483.3M
Voya Investment Management LLC 0.41% Reduce -29.8% 5,890,299 $360.2M
State Street Corp. 0.01% Add +1.1% 3,886,220 $237.6M
Alyeska Investment Group, L.P. 1.45% Add +44.9% 3,793,645 $232.0M
Pictet Asset Management Holding SA 0.22% Add +4.5% 3,366,935 $205.9M
Bank of New York Mellon Corp 0.04% Reduce -15.0% 3,318,740 $202.9M
Sachem Head Capital Management LP 9.32% New 3,295,000 $201.5M
Millennium Management 0.17% Add +98.0% 3,161,300 $193.3M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -54.1% 2,778,028 $169.9M
Norges Bank 0.03% Add +16.2% 2,753,833 $168.4M
Geode Capital Management, LLC 0.02% Add +3.9% 2,713,120 $165.6M
Citadel Advisors 0.16% Add +117.0% 2,617,342 $160.1M
Southpoint Capital Advisors LP 3.02% No change 2,500,000 $152.9M
Amova Asset Management Americas, Inc. 1.44% Reduce -58.0% 2,366,953 $144.7M
Dimensional Fund Advisors LP 0.03% Add +47.0% 2,036,115 $124.5M
Kodai Capital Management LP 2.64% Add +70.0% 1,849,513 $113.1M
Morgan Stanley 0.01% Reduce -2.1% 1,829,797 $111.9M
Amazon Com Inc. 5.11% No change 1,768,346 $108.1M
Jane Street Group, LLC 0.12% Add +294.8% 1,553,810 $95.0M
First Trust Advisors LP 0.09% Add +60.1% 1,437,697 $87.9M
Charles Schwab Investment Management Inc. 0.02% Add +3.6% 1,300,903 $79.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +0.8% 1,077,604 $65.9M
Empower Advisory Group, LLC 0.25% Add +2.0% 1,075,062 $65.7M
Point72 Asset Management 0.18% Add +188.0% 1,023,019 $62.6M
Northern Trust Corp. 0.01% Reduce -16.6% 1,003,397 $61.4M
ARK Investment Management 0.40% Reduce -86.8% 942,642 $57.6M
Marshall Wace, LLP 0.09% New 906,267 $55.4M
Legal & General Group Plc 0.02% Reduce -14.4% 902,993 $55.2M
Maverick Capital 0.95% Add +34.1% 798,989 $48.9M
No Street GP LP 3.65% Reduce -2.2% 680,000 $41.6M
Glenmede Trust Co. NA 0.20% Add +73.0% 665,752 $40.7M
New York State Common Retirement Fund 0.05% Reduce -2.0% 634,401 $38.8M
Bank of America Corp. 0.00% Add +165.2% 615,523 $37.6M
Legion Partners Asset Management, LLC 8.51% No change 601,050 $36.8M
Jacobs Levy Equity Management, Inc. 0.16% Reduce -5.9% 596,942 $36.5M
Delta Global Management LP 2.73% Add +25.3% 586,492 $35.9M
Nuveen Asset Management, LLC 0.01% Add +2.6% 578,848 $35.4M
Voloridge Investment Management, LLC 0.13% Reduce -50.3% 571,206 $34.9M
American Century Companies Inc. 0.02% Add +1.6% 563,962 $34.5M
Anson Funds Management LP 2.59% Add +20.9% 532,683 $32.6M
Goldentree Asset Management LP 2.67% New 519,134 $31.7M
Swiss National Bank 0.02% Reduce -4.3% 515,100 $31.5M
D. E. Shaw & Co. 0.04% Add +30.1% 512,609 $31.3M
KBC Group NV 0.10% Add +3648.2% 509,789 $31.2M
JPMorgan Chase & Co. 0.00% Add +376.7% 501,551 $30.7M
Deutsche Bank AG 0.01% Add +14.4% 499,433 $30.5M
HSBC Holdings PLC 0.02% Add +197.5% 434,628 $26.6M
Bank of Montreal 0.01% Add +185.4% 416,341 $25.4M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -28.1% 364,047 $22.6M
Neumann Advisory Hong Kong Ltd 10.87% No change 361,884 $22.1M
Renaissance Technologies 0.03% Reduce -57.7% 351,995 $21.5M
Goldman Sachs Group Inc. 0.00% Add +20.4% 351,239 $21.5M
Connor, Clark & Lunn Investment Management Ltd. 0.09% New 334,970 $20.5M
Ensign Peak Advisors, Inc 0.04% Add +10.7% 333,036 $20.4M
Amundi 0.01% Add +14.2% 342,967 $20.0M
Balyasny Asset Management L.P. 0.05% New 318,258 $19.5M
Citigroup Inc. 0.02% Add +256.0% 316,208 $19.3M
Toronado Partners, LLC 10.41% Add +32.4% 307,324 $18.8M
Credit Suisse AG/ 0.02% Reduce -1.9% 292,185 $17.9M
Frontier Capital Management Co. LLC 0.17% Reduce -43.0% 292,111 $17.9M
California Public Employees Retirement System 0.01% Add +20.2% 288,191 $17.6M
Cooper Creek Partners Management LLC 0.69% No change 274,334 $16.8M
Aberdeen Group plc 0.03% Add +5.9% 271,890 $16.6M
UBS Group AG 0.01% Add +110.0% 264,319 $16.2M
Barclays PLC 0.01% Add +50.0% 260,913 $16.0M
Bares Capital Management, Inc. 0.63% Reduce -39.6% 258,730 $15.8M
California State Teachers Retirement System 0.02% Reduce -1.0% 255,609 $15.6M
Ameriprise Financial Inc. 0.00% Reduce -2.5% 242,629 $14.8M
Aviva PLC 0.05% Reduce -5.5% 239,968 $14.7M
State Board of Administration of Florida Retirement System 0.03% Add +9.3% 210,886 $14.1M
King Luther Capital Management Corp. 0.06% Add +17.8% 224,105 $13.7M
AXA S.A. 0.04% Reduce -0.3% 222,803 $13.6M
Invesco Ltd. 0.00% Add +9.1% 221,887 $13.6M
Korea Investment CORP 0.03% Add +41.7% 212,806 $13.0M
Rhumbline Advisers 0.01% Reduce -1.4% 205,520 $12.6M
Danske Bank A/S 0.04% — 201,134 $12.3M
Railway Pension Investments Ltd 0.12% No change 199,727 $12.2M
National Bank of Canada 0.02% Add +18161.0% 202,880 $12.2M
RJA Asset Management LLC 3.94% No change 189,682 $11.6M
Panagora Asset Management Inc. 0.06% Add +1026.8% 185,476 $11.3M
Pacific Heights Asset Management LLC 0.93% Reduce -8.4% 185,000 $11.3M
Man Group plc 0.03% Add +99.9% 183,379 $11.2M
Schonfeld Strategic Advisors LLC 0.09% New 178,665 $10.9M
CANADA LIFE ASSURANCE Co 0.02% Add +13.7% 176,139 $10.8M
Wells Fargo & Company 0.00% Reduce -41.2% 160,175 $9.8M
Pinebridge Investments, L.P. 0.08% New 158,743 $9.7M
APG Asset Management N.V. 0.02% Add +33.6% 169,856 $9.6M
Swedbank AB 0.01% Reduce -22.7% 155,309 $9.5M
W1M Asset Management Ltd 0.72% Add +15.7% 154,691 $9.5M
BNP Paribas Financial Markets 0.01% Reduce -41.5% 152,565 $9.3M
Alliancebernstein L.P. 0.00% Reduce -34.3% 142,805 $8.7M
LPL Financial LLC 0.00% Reduce -10.0% 136,635 $8.4M
AQR Capital Management 0.01% Add +179.2% 136,576 $8.3M
CIBC Private Wealth Group LLC 0.02% Reduce -5.7% 127,367 $8.0M
EULAV Asset Management 0.21% Add +40.9% 124,000 $7.6M
Cubist Systematic Strategies, LLC 0.09% Add +440.5% 123,761 $7.6M
T. Rowe Price Associates Inc. 0.00% Add +3.2% 123,103 $7.5M
State of Wisconsin Investment Board 0.02% Add +33.5% 118,532 $7.2M
Alight Capital Management LP 2.13% Add +46.7% 110,000 $6.7M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -26.0% 109,229 $6.7M
Robeco Institutional Asset Management B.V. 0.01% Add +62.8% 107,251 $6.6M
Melqart Asset Management (UK) Ltd 0.47% New 103,599 $6.3M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +59.8% 101,400 $6.2M
State of New Jersey Common Pension Fund D 0.02% No change 99,822 $6.1M
Motley Fool Wealth Management, LLC 0.31% Add +0.3% 99,123 $6.1M
Blair William & Co. 0.02% Reduce -48.4% 97,893 $6.0M
Twin Tree Management, LP 0.14% New 97,502 $6.0M
Canada Pension Plan Investment Board 0.01% Add +101.3% 92,802 $5.7M
Royal Bank of Canada 0.00% Reduce -63.6% 90,016 $5.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +21.4% 89,684 $5.5M
Arthedge Capital Management, LLC 3.93% No change 88,690 $5.4M
Level Four Advisory Services, LLC 0.29% Add +10.6% 69,194 $5.2M
GTS Securities LLC 0.14% Add +71.7% 82,053 $5.0M
Pearl River Capital, LLC 0.79% Add +173.4% 81,476 $5.0M
Simplex Trading, LLC 0.14% Reduce -27.1% 80,914 $4.9M
Treasurer of the State of North Carolina 0.02% Add +0.6% 77,774 $4.8M
272 Capital LP 1.86% Add +412.1% 75,989 $4.6M
Andar Capital Management HK Ltd 6.62% Add +134.4% 75,000 $4.6M
Wolverine Trading, LLC 0.05% Add +400.1% 74,826 $4.6M
Selective Wealth Management, Inc. 1.95% Reduce -3.1% 72,642 $4.5M
SG Americas Securities, LLC 0.02% Add +1808.3% 70,208 $4.3M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -14.9% 69,500 $4.3M
Russell Investments Group, Ltd. 0.01% Reduce -22.4% 66,403 $4.1M
HighTower Advisors, LLC 0.01% Reduce -9.6% 65,896 $4.0M
Asset Management One Co., Ltd. 0.02% Reduce -6.5% 65,795 $4.0M
Public Employees Retirement System of Ohio 0.02% Reduce -8.4% 65,440 $4.0M
PEAK6 Investments LLC 0.18% New 61,943 $3.8M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -37.3% 61,639 $3.8M
Surience Private Wealth LLC 3.53% New 60,958 $3.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.13% New 60,936 $3.7M
Royal London Asset Management Ltd. 0.01% Add +3.8% 59,854 $3.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +26.9% 59,715 $3.7M
Lecap Asset Management Ltd. 0.75% Add +94.7% 58,928 $3.6M
Verition Fund Management LLC 0.04% Add +1744.3% 58,925 $3.6M
Mariner, LLC 0.01% Add +25.9% 58,399 $3.6M
Resona Asset Management Co.,Ltd. 0.02% — 57,972 $3.5M
Ieq Capital, LLC 0.05% Add +13.1% 57,118 $3.5M
Two Sigma Advisers, LP 0.01% Reduce -69.1% 56,600 $3.5M
Greenland Capital Management LP 0.57% New 55,886 $3.4M
Cetera Investment Advisers 0.01% Add +116.5% 55,878 $3.4M
Brandywine Global Investment Management, LLC 0.02% Reduce -0.7% 56,834 $3.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -2.1% 54,844 $3.4M
Vontobel Holding Ltd. 0.03% Reduce -5.9% 54,700 $3.3M
Capital Fund Management S.A. 0.04% Reduce -15.6% 53,969 $3.3M
180 Wealth Advisors, LLC 0.59% Add +29.4% 53,633 $3.3M
Formula Growth Ltd. 0.99% Add +24.6% 50,688 $3.1M
IMC-Chicago, LLC 0.11% New 50,652 $3.1M
Murchinson Ltd. 0.35% New 50,000 $3.1M
Fund 1 Investments, LLC 0.50% New 49,969 $3.1M
Commonwealth Equity Services, LLC 0.01% Reduce -20.1% 49,634 $3.0M
Clayton Partners LLC 2.58% New 49,618 $3.0M
Weiss Asset Management LP 0.18% New 49,288 $3.0M
Caption Management, LLC 0.32% New 48,000 $2.9M
Arizona State Retirement System 0.02% Add +0.0% 47,306 $2.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +54.4% 46,074 $2.8M
Holocene Advisors, LP 0.01% Reduce -97.1% 44,733 $2.7M
Nomura Asset Management Co. Ltd. 0.01% Reduce -8.9% 44,695 $2.7M
Leonteq Securities AG 0.36% Add +14860.8% 43,835 $2.7M
USS Investment Management Ltd 0.02% Add +10.5% 43,440 $2.7M
TD Asset Management Inc 0.00% Add +3.7% 43,173 $2.6M
Cibc World Market Inc. 0.01% Add +21.3% 43,035 $2.6M
Forte Capital LLC 0.32% Reduce -12.6% 42,627 $2.6M
Osaic Holdings, Inc. 0.01% Reduce -11.3% 42,076 $2.6M
Candriam S.C.A. 0.02% Add +4.3% 41,603 $2.5M
Boothbay Fund Management, LLC 0.08% Add +278.4% 41,199 $2.5M
IFM Investors Pty Ltd 0.03% Reduce -0.4% 41,184 $2.5M
HRT Financial LP 0.02% Reduce -40.8% 40,753 $2.5M
Natixis 0.01% Reduce -52.5% 40,545 $2.5M
Adero Partners, LLC 0.19% Reduce -7.2% 40,450 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -65.0% 40,434 $2.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +1.3% 40,392 $2.5M
Susquehanna Fundamental Investments, LLC 0.11% New 39,907 $2.4M
GM Advisory Group, LLC 0.17% New 39,756 $2.4M
SWS Partners 0.71% Reduce -1.4% 38,882 $2.4M
Jump Financial, LLC 0.06% New 38,782 $2.4M
Royal Fund Management, LLC 0.27% Add +104.3% 37,608 $2.3M
Forsta Ap-Fonden 0.02% Add +17.4% 37,100 $2.3M
Quadrature Capital Ltd 0.04% New 35,802 $2.2M
Nebula Research & Development LLC 0.47% New 35,352 $2.2M
Private Advisor Group, LLC 0.02% Add +182.3% 35,065 $2.1M
Federation des caisses Desjardins du Quebec 0.02% Add +1919.2% 35,054 $2.1M
Storebrand Asset Management As 0.01% Reduce -1.4% 34,194 $2.1M
Vinva Investment Management Ltd 0.12% Add +549.1% 34,157 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -75.3% 33,421 $2.0M
Graham Capital Management, L.P. 0.11% Add +23.1% 33,291 $2.0M
Parallel Advisors, LLC 0.06% Reduce -3.9% 33,275 $2.0M
Capstone Investment Advisors, LLC 0.07% New 33,217 $2.0M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.06% New 32,500 $2.0M
Two Sigma Investments, LP 0.01% Reduce -95.4% 32,404 $2.0M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -28.0% 32,204 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +66.3% 32,002 $2.0M
DekaBank Deutsche Girozentrale 0.00% Reduce -66.0% 32,016 $1.9M
Allianz Asset Management GmbH 0.00% Add +55.2% 31,139 $1.9M
Aquatic Capital Management LLC 0.06% New 30,800 $1.9M
Sherbrooke Park Advisers LLC 0.36% New 30,198 $1.8M
Horrell Capital Management, Inc. 0.51% Add +50.0% 30,000 $1.8M
Firsthand Capital Management, Inc. 2.99% No change 30,000 $1.8M
Circumference Group LLC 1.89% Add +50.0% 30,000 $1.8M
Creative Planning 0.00% Add +1.0% 29,999 $1.8M
Palogic Value Management, L.P. 0.79% Add +50.0% 30,000 $1.8M
Raymond James Financial Services Advisors, Inc. 0.00% Add +6.8% 29,670 $1.8M
Raymond James & Associates 0.00% Reduce -21.1% 29,329 $1.8M
Utah Retirement Systems 0.02% No change 29,219 $1.8M
Group One Trading LLC 0.06% Reduce -37.5% 27,349 $1.7M
Granahan Investment Management, LLC 0.06% Reduce -51.0% 27,139 $1.7M
Walleye Trading LLC 0.03% New 26,536 $1.6M
Titleist Asset Management, LLC 0.27% Reduce -41.3% 25,133 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -3.6% 25,096 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -38.2% 24,853 $1.5M
DNB Asset Management AS 0.01% Reduce -26.6% 24,849 $1.5M
Nisa Investment Advisors, LLC 0.01% Add +0.3% 24,280 $1.5M
Allen Investment Management, LLC 0.02% No change 23,400 $1.4M
New York Life Investment Management LLC 0.01% Add +1.7% 23,193 $1.4M
Stifel Financial Corp. 0.00% Reduce -40.5% 23,043 $1.4M
Janus Henderson Group PLC 0.00% Add +0.0% 22,891 $1.4M
Victory Capital Management Inc. 0.00% Reduce -1.9% 22,678 $1.4M
Oppenheimer & Co. Inc. 0.02% Reduce -58.7% 22,674 $1.4M
Quantinno Capital Management LP 0.03% Add +99.8% 22,665 $1.4M
Staley Capital Advisers Inc. 0.06% No change 22,500 $1.4M
Quantbot Technologies LP 0.08% New 22,462 $1.4M
Independent Advisor Alliance 0.05% Add +480.6% 22,260 $1.4M
Pathstone Holdings, LLC 0.01% Add +12.5% 22,004 $1.3M
Ables, Iannone, Moore & Associates, Inc. 0.96% Reduce -1.4% 21,961 $1.3M
Gsa Capital Partners LLP 0.11% New 21,822 $1.3M
Cerity Partners LLC 0.00% Add +66.3% 21,689 $1.3M
Readystate Asset Management LP 0.07% New 21,602 $1.3M
Strategic Family Wealth Counselors, L.L.C. 0.51% No change 20,984 $1.3M
LMR Partners LLP 0.05% Reduce -92.7% 20,696 $1.3M
Calamos Advisors LLC 0.01% New 20,527 $1.3M
Point72 (DIFC) Ltd 0.10% — 20,506 $1.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +2.9% 20,383 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -55.3% 20,224 $1.2M
Stonegate Investment Group, LLC 0.04% No change 20,045 $1.2M
Texas Capital Bank Wealth Management Services Inc 0.13% Add +566.7% 20,000 $1.2M
Nissay Asset Management Corp. /Japan 0.01% Add +0.6% 19,879 $1.2M
Hel Ved Capital Management Ltd 0.29% Reduce -28.2% 19,400 $1.2M
Mackenzie Financial Corp. 0.00% Add +100.6% 19,324 $1.2M
Polianta Ltd 0.57% New 19,300 $1.2M
Daiwa Securities Group Inc. 0.01% Add +2.1% 19,213 $1.2M
Empire Life Investments Inc. 0.07% Add +3.9% 18,834 $1.2M
Neuberger Berman Group LLC 0.00% Reduce -5.0% 18,800 $1.1M
Qsemble Capital Management, LP 0.25% Add +195.2% 18,628 $1.1M
Public Employees Retirement Association of Colorado 0.00% Reduce -9.1% 18,605 $1.1M
Sei Investments Co. 0.00% Add +2.2% 17,842 $1.1M
Corient Private Wealth LP 0.00% Add +24.2% 17,686 $1.1M
STRS Ohio 0.00% Add +29.1% 17,614 $1.1M
Guggenheim Capital LLC 0.01% Add +53.0% 17,610 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -49.4% 17,570 $1.1M
Engineers Gate Manager LP 0.03% Add +321.5% 17,550 $1.1M
Centiva Capital, LP 0.07% Add +70.4% 17,546 $1.1M
Toronto Dominion Bank 0.00% Reduce -25.5% 17,419 $1.1M
TrueMark Investments, LLC 0.98% Add +13.5% 17,400 $1.1M
Kestra Advisory Services, LLC 0.01% Add +48.0% 17,278 $1.1M
Handelsbanken Fonder AB 0.00% Reduce -14.3% 17,218 $1.1M
Xponance LLC 0.01% Add +88.8% 16,879 $1.0M
Edmond DE Rothschild Holding S.A. 0.02% Add +113.7% 16,764 $1.0M
Lido Advisors, LLC 0.01% Add +1.8% 16,440 $1.0M
River Global Investors LLP 0.25% Reduce -1.1% 16,291 $996K
Sciencast Management LP 0.61% New 16,246 $993K
Elo Mutual Pension Insurance Co 0.02% Add +4.6% 15,715 $961K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +36.2% 15,523 $949K
PNC Financial Services Group, Inc. 0.00% Reduce -3.2% 15,432 $944K
Teza Capital Management LLC 0.12% New 15,170 $928K
Schroder Investment Management Group 0.00% Reduce -4.9% 15,155 $927K
Richard W. Paul & Associates, LLC 0.37% Add +0.8% 15,118 $924K
Principal Financial Group Inc. 0.00% Reduce -85.1% 14,835 $907K
HarbourVest Partners LLC 0.41% No change 14,572 $891K
Gulf International Bank (UK) Ltd 0.02% No change 14,315 $875K
Seaport Global Advisors, LLC 1.77% Reduce -25.4% 14,262 $872K
Virtu Financial LLC 0.07% Reduce -54.9% 14,086 $861K
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +56.3% 13,801 $844K
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -8.4% 13,753 $841K
Degroof Petercam Asset Management 0.01% No change 13,690 $837K
Federated Hermes, Inc. 0.00% New 13,643 $834K
Avantax Advisory Services, Inc. 0.01% Add +59.7% 13,550 $829K
Prudential PLC 0.01% Add +69.8% 13,534 $828K
Versor Investments LP 0.17% Reduce -31.1% 13,500 $826K
SpiderRock Advisors, LLC 0.03% — 13,550 $823K
Macquarie Group Ltd. 0.00% Reduce -65.8% 13,407 $820K
Centaurus Financial, Inc. 0.06% Reduce -0.1% 13,361 $817K
Robertson Stephens Wealth Management, LLC 0.04% Add +0.4% 13,243 $810K
Walleye Capital LLC 0.01% Reduce -76.0% 12,949 $792K
Truist Financial Corp. 0.00% Add +24.9% 12,925 $790K
Marex Group Ltd 0.03% Add +25.9% 12,889 $788K
Leelyn Smith, LLC 0.15% Add +4.2% 12,660 $774K
Hussman Strategic Advisors, Inc. 0.18% New 12,600 $770K
Maryland State Retirement & Pension System 0.02% No change 12,921 $764K
Edgestream Partners, L.P. 0.04% New 12,493 $764K
Shariaportfolio, Inc. 0.44% New 12,387 $757K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -10.7% 12,232 $748K
Wellington Management Group LLP 0.00% Add +7.8% 12,151 $743K
Eagle Strategies LLC 0.16% New 11,980 $733K
Relative Value Partners Group, LLC 0.05% Add +0.4% 10,213 $718K
Intech Investment Management LLC 0.01% Add +20.3% 11,570 $708K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +12.1% 11,211 $686K
Wealthfront Advisers LLC 0.00% Reduce -50.1% 11,132 $681K
Nordea Investment Management AB 0.00% No change 11,100 $679K
Liberty One Investment Management, LLC 0.08% Reduce -21.6% 10,889 $666K
Green Alpha Advisors, LLC 0.47% Reduce -0.3% 10,552 $645K
RMR Wealth Builders 0.08% No change 10,391 $635K
Integrated Wealth Concepts LLC 0.01% Reduce -20.4% 10,371 $634K
Machina Capital S.A.S. 0.33% Add +152.1% 10,336 $632K
B. Riley Wealth Advisors, Inc. 0.02% Add +164.7% 10,793 $632K
Liontrust Investment Partners LLP 0.01% Reduce -90.4% 10,075 $616K
Range Financial Group LLC 0.32% New 10,032 $613K
Rockefeller Capital Management L.P. 0.00% Reduce -20.6% 10,022 $613K
Investment Management Corp of Ontario 0.02% Add +148.5% 9,993 $611K
Amalgamated Bank 0.01% Reduce -34.8% 9,911 $606K
Washington Capital Management, Inc. 0.49% Add +5.4% 9,800 $599K
Brandywine Managers, LLC 0.59% No change 9,782 $598K
Brighton Jones LLC 0.02% Reduce -5.0% 9,697 $593K
SVB Wealth LLC 0.01% Add +27.6% 9,610 $588K
Woodward Diversified Capital, LLC 0.36% Reduce -6.8% 9,528 $583K
Azzad Asset Management Inc. 0.07% Add +15.1% 9,439 $577K
Kestra Private Wealth Services, LLC 0.01% Add +154.3% 9,276 $567K
IPG Investment Advisors LLC 0.12% Add +188.9% 9,177 $561K
Ossiam 0.01% Add +65.8% 9,117 $558K
Composition Wealth, LLC 0.01% Reduce -9.9% 8,932 $546K
Assenagon Asset Management S.A. 0.00% Add +6.6% 8,918 $545K
Fred Alger Management, LLC 0.00% New 8,915 $545K
Sapience Investments, LLC 0.18% Reduce -1.7% 8,896 $544K
Campbell & CO Investment Adviser LLC 0.05% New 8,853 $541K
Ethic Inc. 0.01% Add +18.8% 8,682 $531K
Carolina Wealth Advisors, LLC 0.29% Add +0.3% 8,625 $527K
Prudential Financial Inc. 0.00% Reduce -97.2% 8,525 $521K
Scotia Capital Inc. 0.00% Add +47.4% 8,340 $510K
BNP Paribas 0.02% — 8,300 $508K
Illinois Municipal Retirement Fund 0.01% New 8,295 $507K
Truvestments Capital LLC 0.19% Add +3879.7% 8,238 $504K
Scientech Research LLC 0.27% New 8,192 $501K
Franklin Resources Inc. 0.00% Reduce -5.3% 8,172 $500K
Tobam 0.04% Add +942.5% 8,090 $495K
Greenwood Capital Associates LLC 0.07% Add +28.5% 8,089 $495K
Jasper Ridge Partners, L.P. 0.02% No change 8,055 $493K
SteelPeak Wealth, LLC 0.02% Add +75.5% 7,808 $477K
Two Sigma Securities, LLC 0.02% Reduce -43.4% 7,805 $477K
Cedar Wealth Management, LLC 0.16% No change 7,719 $472K
Envestnet Asset Management Inc. 0.00% Reduce -73.5% 7,712 $472K
Bokf, NA 0.01% Add +1.3% 7,538 $471K
Empowered Funds, LLC 0.01% Add +17.3% 7,526 $460K
Vident Advisory, LLC 0.01% Reduce -27.0% 7,471 $457K
M&T Bank Corp 0.00% Reduce -7.0% 7,396 $452K
Tidal Investments LLC 0.01% Add +2.3% 7,295 $446K
Compound Planning, Inc. 0.04% New 7,081 $433K
Cibc World Markets Corp. 0.00% Add +46.9% 7,042 $431K
Metis Global Partners, LLC 0.02% Add +16.4% 7,010 $429K
Clay Northam Wealth Management, LLC 0.34% Reduce -0.9% 6,936 $424K
Lyell Wealth Management, LP 0.04% Add +4.2% 6,936 $424K
Dymon Asia Capital (singapore) Pte. LTD. 0.47% Add +19.0% 6,851 $419K
US Bancorp \de 0.00% Reduce -5.6% 6,740 $412K
Acadian Asset Management LLC 0.00% Reduce -65.6% 6,771 $411K
E. Ohman J:or Asset Management AB 0.01% No change 6,700 $410K
Nomura Holdings Inc. 0.00% Reduce -4.7% 6,667 $408K
Prospera Financial Services Inc 0.01% Add +30.7% 6,429 $393K
Sage Rhino Capital LLC 0.09% Reduce -44.7% 6,380 $390K
First Trust Direct Indexing L.P. 0.03% Reduce -9.0% 6,322 $387K
KRS Capital Management, LLC 0.31% Reduce -6.0% 6,290 $385K
Foundations Investment Advisors, LLC 0.01% Reduce -37.6% 6,236 $381K
Cwm, LLC 0.00% Add +8.1% 6,234 $381K
PFG Investments, LLC 0.02% New 6,210 $380K
Kintegral Advisory, LLC 0.04% Reduce -0.3% 6,152 $376K
Kovack Advisors, Inc. 0.05% Reduce -20.5% 6,147 $376K
Armistice Capital, LLC 0.01% New 6,096 $373K
Gladstone Institutional Advisory LLC 0.02% New 6,035 $369K
Atria Wealth Solutions, Inc. 0.00% Reduce -17.4% 5,986 $366K
EMC Capital Management 0.22% Add +100.0% 6,000 $366K
Integrated Advisors Network LLC 0.02% Reduce -5.9% 5,963 $365K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +3.6% 5,806 $355K
CIBC Asset Management Inc 0.00% Add +0.2% 5,721 $350K
MML Investors Services, LLC 0.00% Add +22.0% 5,572 $341K
Financial Advocates Investment Management 0.02% Reduce -4.0% 5,518 $337K
Mutual Advisors, LLC 0.01% New 5,425 $332K
Twin Peaks Wealth Advisors, LLC 0.18% Reduce -4.5% 5,412 $331K
Mercer Global Advisors Inc. 0.00% Add +39.5% 5,304 $324K
Comerica Bank 0.00% Add +23.9% 5,233 $320K
Spark Investment Management LLC 1.76% No change 5,200 $318K
Blue Zone Wealth Advisors, LLC 0.11% Add +9.1% 5,160 $316K
Wealthcare Advisory Partners LLC 0.01% Add +0.9% 5,159 $315K
Aigen Investment Management, LP 0.07% New 5,115 $313K
Saranac Partners Ltd 0.19% No change 5,110 $312K
Tower Research Capital LLC (TRC) 0.01% Add +387.3% 5,068 $310K
Synovus Financial Corp. 0.00% Add +4.1% 5,049 $309K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.2% 5,023 $307K
Oxford Asset Management LLP 0.34% New 5,015 $307K
Element Pointe Advisors, LLC 0.08% No change 4,996 $306K
Capital Investment Advisory Services, LLC 0.03% Reduce -3.9% 4,876 $298K
Frank, Rimerman Advisors LLC 0.06% No change 4,829 $295K
BBR Partners, LLC 0.02% No change 4,820 $295K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -9.7% 4,813 $294K
Baird Financial Group, Inc. 0.00% Reduce -20.1% 4,805 $294K
Wedbush Securities Inc. 0.01% Add +24.6% 4,735 $290K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -1.1% 4,568 $279K
Perigon Wealth Management, LLC 0.01% Reduce -0.5% 4,558 $279K
Flagship Harbor Advisors, LLC 0.02% Add +4.1% 4,525 $277K
B. Metzler seel. Sohn & Co. AG 0.00% No change 4,505 $275K
Alberta Investment Management Corp 0.00% No change 4,500 $275K
MetLife Investment Management, LLC 0.00% Add +0.3% 4,455 $272K
Xcel Wealth Management, LLC 0.09% Reduce -57.4% 4,440 $272K
Bank of Nova Scotia 0.00% Reduce -94.7% 4,398 $269K
SkyOak Wealth, LLC 0.06% Add +7.4% 4,378 $268K
Caprock Group, LLC 0.02% New 4,371 $267K
Teacher Retirement System of Texas 0.00% Reduce -44.8% 4,372 $267K
Front Street Capital Management, Inc. 0.05% Reduce -66.1% 4,311 $264K
Austin Private Wealth, LLC 0.03% Add +43.7% 4,227 $258K
Sepio Capital, LP 0.02% Reduce -3.1% 4,051 $248K
Qube Research & Technologies Ltd 0.00% Reduce -89.6% 4,043 $247K
Intellectus Partners, LLC 0.06% Reduce -39.4% 4,009 $245K
Vestcor Inc 0.01% Reduce -0.7% 4,003 $245K
International Assets Investment Management, LLC 0.03% Add +18.6% 3,921 $245K
G2 Capital Management, LLC / Oh 0.08% No change 4,000 $245K
Harbour Investments, Inc. 0.01% Reduce -1.4% 3,996 $244K
PGGM Investments 0.00% New 3,924 $240K
MAI Capital Management 0.00% Add +7.3% 3,910 $239K
Prelude Capital Management, LLC 0.02% New 3,904 $239K
Triumph Capital Management 0.10% Add +1.6% 3,766 $235K
Transcend Capital Advisors, LLC 0.02% Reduce -29.9% 3,812 $233K
Cordgrass Capital Advisors, LLC 0.07% No change 3,800 $232K
State of Michigan Retirement System 0.00% No change 3,800 $232K
J.W. Cole Advisors, Inc. 0.01% Add +27.5% 3,754 $230K
EverSource Wealth Advisors, LLC 0.02% Reduce -38.2% 3,696 $221K
Cullen/Frost Bankers, Inc. 0.00% Add +2.2% 3,601 $220K
Diametric Capital, LP 0.12% New 3,600 $220K
Commerce Bank 0.00% Add +1.6% 3,600 $220K
Oak Thistle LLC 0.20% Reduce -72.5% 3,563 $218K
Clarity Capital Partners LLC 0.14% Reduce -22.2% 3,532 $216K
Signaturefd, LLC 0.00% Reduce -1.5% 3,516 $215K
Ausdal Financial Partners, Inc. 0.02% Add +5.6% 3,505 $214K
Fiducient Advisors LLC 0.04% New 3,500 $214K
Cutler Group LLC / CA 0.11% Reduce -77.2% 3,505 $214K
Balentine LLC 0.01% Reduce -4.0% 3,497 $214K
Avalon Capital Management 0.09% No change 3,472 $212K
AlphaQuest LLC 0.04% New 3,436 $210K
Wahed Invest LLC 0.05% Add +15.0% 3,318 $203K
O'shaughnessy Asset Management, LLC 0.00% New 3,313 $203K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 3,050 $187K
Banque Cantonale Vaudoise 0.01% Reduce -82.9% 3,023 $185K
Van Eck Associates Corp. 0.00% Add +4.0% 2,971 $182K
Plato Investment Management Ltd 0.02% Add +1050.0% 2,829 $173K
NFSG Corp 0.07% Add +248.9% 2,798 $171K
Credit Agricole S A 0.00% Add +75.3% 2,805 $164K
Allianz SE 0.00% — 2,552 $156K
Benjamin F. Edwards & Company, Inc. 0.00% Add +1337.7% 2,516 $154K
UniSuper Management Pty Ltd 0.00% Add +108.3% 2,500 $153K
Rakuten Securities, Inc. 0.07% Add +4.5% 2,480 $152K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -37.3% 2,155 $132K
V-Square Quantitative Management LLC 0.02% No change 1,954 $119K
Ostrum Asset Management 0.01% No change 1,707 $104K
MUFG Securities EMEA plc 0.01% No change 1,644 $101K
State of Wyoming 0.02% New 1,640 $100K
American International Group, Inc. 0.00% Reduce -0.3% 1,630 $100K
EntryPoint Capital, LLC 0.09% New 1,599 $98K
Quent Capital, LLC 0.01% Add +1.2% 1,598 $98K
Global Trust Asset Management, LLC 0.04% No change 1,542 $94K
Rakuten Investment Management, Inc. 0.00% Add +1109.8% 1,488 $91K
CoreCap Advisors, LLC 0.00% New 1,453 $89K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,510 $89K
Sandy Spring Bank 0.00% Reduce -12.5% 1,377 $84K
Fernwood Investment Management, LLC 0.02% New 1,360 $83K
TD Waterhouse Canada Inc. 0.00% Reduce -0.4% 1,226 $82K
Jones Financial Companies LLLP 0.00% Add +824.5% 1,285 $79K
Allworth Financial LP 0.00% Reduce -32.1% 1,184 $72K
Groupama Asset Managment 0.00% No change 1,172 $72K
Hollencrest Capital Management 0.00% No change 1,170 $72K
TruNorth Capital Management, LLC 0.02% — 1,138 $70K
Wetzel Investment Advisors, Inc. 0.04% Reduce -9.2% 1,180 $69K
LGT Financial Advisors LLC 0.08% No change 1,100 $67K
North Star Investment Management Corp. 0.00% Add +20.1% 984 $60K
Quadrant Capital Group LLC 0.00% Reduce -14.7% 907 $55K
Fifth Third Bancorp 0.00% Add +29.0% 841 $51K
Covestor Ltd 0.03% Add +10.2% 830 $51K
Allspring Global Investments Holdings, LLC 0.00% Reduce -37.4% 828 $51K
Penserra Capital Management LLC 0.00% Add +3.8% 829 $50K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 750 $46K
Westpac Banking Corp. 0.00% No change 731 $45K
Global Retirement Partners, LLC 0.00% Reduce -0.3% 622 $38K
Harbor Investment Advisory, LLC 0.00% No change 1,989 $37K
Optimum Investment Advisors 0.02% No change 605 $37K
HHM Wealth Advisors, LLC 0.01% No change 600 $37K
Ancora Advisors LLC 0.00% No change 600 $37K
Westend Capital Management, LLC 0.01% — 569 $35K
Lindbrook Capital, LLC 0.00% Reduce -26.6% 559 $34K
Quarry LP 0.01% Reduce -27.5% 528 $32K
Activest Wealth Management 0.02% Add +327.9% 522 $32K
Montag A & Associates Inc. 0.00% No change 503 $31K
Cornerstone Planning Group LLC 0.01% Reduce -0.6% 473 $29K
Farther Finance Advisors, LLC 0.00% Add +83.5% 435 $27K
Capital Advisors, Ltd. LLC 0.00% No change 436 $27K
Principal Securities, Inc. 0.00% Add +28.0% 430 $26K
Clean Yield Group 0.01% No change 400 $24K
Nemes Rush Group LLC 0.00% Add +27.4% 400 $24K
Compagnie Lombard Odier SCmA 0.00% No change 400 $24K
Advisors Asset Management, Inc. 0.00% Reduce -16.9% 387 $24K
GAMMA Investing LLC 0.00% Add +39.5% 374 $23K
CI Investments Inc. 0.00% Add +34.6% 358 $22K
Venturi Wealth Management, LLC 0.00% Add +68.4% 357 $22K
Steward Partners Investment Advisory, LLC 0.00% Add +4.4% 357 $22K
Geneos Wealth Management Inc. 0.00% Add +220.0% 352 $22K
NewEdge Advisors, LLC 0.00% Reduce -80.3% 351 $21K
Jamison Private Wealth Management, Inc. 0.00% No change 334 $20K
Strengthening Families & Communities, LLC 0.01% No change 303 $19K
Sunbelt Securities, Inc. 0.00% Reduce -11.9% 302 $18K
Trust Co. of Vermont 0.00% New 300 $18K
Huntington National Bank 0.00% Add +15.4% 285 $17K
Brown Brothers Harriman & Co. 0.00% No change 285 $17K
IFP Advisors, Inc 0.00% Reduce -59.6% 280 $17K
Janiczek Wealth Management, LLC 0.00% No change 266 $16K
Riverview Trust Co 0.01% New 262 $16K
Abound Wealth Management 0.01% Reduce -5.3% 252 $15K
Future Financial Wealth Managment LLC 0.01% New 250 $15K
Foster Dykema Cabot & Partners, LLC 0.00% Add +1621.4% 241 $15K
Global Wealth Strategies & Associates 0.01% No change 233 $14K
Highlander Capital Management, LLC 0.01% New 220 $13K
CBIZ Investment Advisory Services, LLC 0.00% New 210 $13K
Parkside Financial Bank & Trust 0.00% Reduce -31.5% 209 $13K
Versant Capital Management, Inc 0.00% Add +110.1% 208 $13K
GHP Investment Advisors, Inc. 0.00% Reduce -20.0% 200 $12K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 200 $12K
SouthState Bank Corp 0.00% No change 193 $12K
Brown, Lisle/Cummings, Inc. 0.00% No change 175 $11K
CVA Family Office, LLC 0.00% No change 153 $9K
Tsfg, LLC 0.00% Reduce -7.2% 142 $9K
Hantz Financial Services, Inc. 0.00% No change 150 $9K
Manchester Capital Management LLC 0.00% Reduce -0.7% 145 $9K
Blue Trust, Inc. 0.00% Reduce -76.7% 140 $9K
Larson Financial Group LLC 0.00% Add +153.8% 132 $8K
Hazlett, Burt & Watson, Inc. 0.00% No change 129 $8K
PrairieView Partners, LLC 0.00% No change 119 $8K
Smithfield Trust Co 0.00% No change 110 $8K
Arax Advisory Partners 0.00% Reduce -2.4% 121 $7K
Orion Capital Management LLC 0.00% No change 120 $7K
Adirondack Trust Co. 0.00% No change 113 $7K
SJS Investment Consulting Inc. 0.00% Add +1.8% 112 $7K
Bell Investment Advisors, Inc 0.00% Reduce -8.2% 112 $7K
WealthCollab, LLC 0.00% No change 106 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +22.1% 105 $6K
Pathway Financial Advisers, LLC 0.00% No change 102 $6K
nVerses Capital, LLC 0.01% New 100 $6K
Pacific Center for Financial Services 0.00% No change 100 $6K
CKW Financial Group 0.00% No change 100 $6K
OpenView Management, LLC 100.00% No change 95 $6K
Private Trust Co. NA 0.00% Reduce -68.1% 94 $6K
Exchange Traded Concepts, LLC 0.00% Reduce -99.7% 91 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.1% 90 $6K
Balefire, LLC 0.00% Reduce -21.2% 78 $5K
Private Wealth Management Group, LLC 0.00% Add +27.1% 75 $5K
REAP Financial Group, LLC 0.00% New 75 $5K
AdvisorNet Financial, Inc 0.00% Add +70.5% 75 $5K
Sound Income Strategies, LLC 0.00% New 75 $5K
Rise Advisors, LLC 0.00% No change 72 $4K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 70 $4K
Gold Investment Management Ltd. 0.00% Reduce -64.7% 66 $4K
Iron Horse Wealth Management, LLC 0.00% No change 64 $4K
Oliver Lagore Vanvalin Investment Group 0.00% No change 60 $4K
Salem Investment Counselors Inc. 0.00% No change 60 $4K
Wolff Wiese Magana LLC 0.00% No change 58 $4K
Carmichael Hill & Associates, Inc. 0.00% No change 58 $4K
FinTrust Capital Advisors, LLC 0.00% No change 56 $3K
Avior Wealth Management, LLC 0.00% New 56 $3K
Colonial Trust Advisors 0.00% Reduce -48.5% 52 $3K
JFS Wealth Advisors, LLC 0.00% Add +6.1% 52 $3K
Princeton Global Asset Management LLC 0.00% Reduce -50.0% 50 $3K
Gleason Group, Inc. 0.00% No change 50 $3K
ICA Group Wealth Management, LLC 0.00% No change 50 $3K
Toth Financial Advisory Corp. 0.00% No change 50 $3K
C M Bidwell & Associates Ltd. 0.00% No change 50 $3K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 50 $3K
Valley National Advisers Inc. 0.00% Reduce -13.3% 65 $3K
Asset Dedication, LLC 0.00% No change 69 $3K
Lazard Asset Management LLC 0.00% Add +42.1% 54 $3K
Zions Bancorporation, N.A. 0.00% Add +9.8% 45 $3K
Colonial Trust Co / SC 0.00% Add +34.4% 43 $3K
Rogco, LP 0.00% No change 40 $2K
Rothschild Investment LLC 0.00% No change 40 $2K
Valued Wealth Advisors LLC 0.00% No change 39 $2K
Sachetta, LLC 0.00% No change 29 $2K
Spire Wealth Management 0.00% Reduce -99.1% 35 $2K
WR Wealth Planners, LLC 0.00% New 34 $2K
Financial Connections Group, Inc. 0.00% New 30 $2K
Pin Oak Investment Advisors Inc. 0.00% No change 40 $2K
First PREMIER Bank 0.00% New 31 $2K
Avion Wealth 0.00% Add +33.3% 32 $2K
Lanark Financial, Inc. 0.00% No change 40 $2K
Armstrong Advisory Group, Inc. 0.00% No change 22 $2K
Horizon Financial Services, LLC 0.00% New 25 $2K
Bruce G. Allen Investments, LLC 0.00% No change 23 $1K
Silicon Valley Capital Partners 0.00% No change 22 $1K
Smartleaf Asset Management LLC 0.00% New 22 $1K
Chesapeake Asset Management LLC 0.00% No change 21 $1K
FSA Wealth Management LLC 0.00% No change 19 $1K
Tucker Asset Management LLC 0.00% No change 19 $1K
Mather Group, Llc. 0.00% New 15 $1K
First Horizon Advisors, Inc. 0.00% Reduce -98.3% 18 $1K
Whittier Trust Co. 0.00% Reduce -94.6% 17 $1K
Mb, Levis & Associates, LLC 0.00% No change 15 $917
Raffa Wealth Management, LLC 0.00% No change 15 $917
City Holding Co. 0.00% No change 15 $917
Bartlett & Co. Wealth Management LLC 0.00% No change 15 $917
Financial Perspectives, Inc 0.00% No change 13 $795
Prestige Wealth Management Group LLC 0.00% No change 12 $734
TFC Financial Management, Inc. 0.00% No change 12 $734
Financial Synergies Wealth Advisors, Inc. 0.00% New 12 $734
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -40.0% 12 $734
Concord Wealth Partners 0.00% No change 11 $673
DiNuzzo Private Wealth, Inc. 0.00% Add +10.0% 11 $673
Frazier Financial Advisors, LLC 0.00% New 10 $612
Cape Investment Advisory, Inc. 0.00% Reduce -73.0% 10 $612
Berkshire Capital Holdings Inc. 0.00% No change 10 $612
West Branch Capital LLC 0.00% No change 10 $612
MV Capital Management, Inc. 0.00% Add +400.0% 10 $612
Mendota Financial Group, LLC 0.00% No change 7 $429
Creekmur Asset Management LLC 0.00% No change 7 $428
Clearstead Advisors, LLC 0.00% Reduce -87.5% 5 $312
Raleigh Capital Management Inc. 0.00% New 5 $306
True Wealth Design, LLC 0.00% Add +25.0% 5 $306
BBJS Financial Advisors, LLC 0.00% No change 5 $306
McIlrath & Eck, LLC 0.00% No change 5 $306
Opal Wealth Advisors, LLC 0.00% New 3 $184
Castleview Partners, LLC 0.00% No change 2 $122
Assetmark, Inc. 0.00% New 1 $61
Beacon Capital Management, LLC 0.00% No change 1 $61
Bessemer Group Inc. 0.00% No change 5 $0

"% of holder's portfolio" is TWLO's weight in each manager's 13F, not the share of Twilio Inc. Class A the manager owns.