Veeva Systems Inc. Class AVEEV

13F holders, Q1 2024 (March 31)
915holders
10famous investors
$231.10avg. 13F price*

At the end of Q1 2024, 915 institutions reported holding Veeva Systems Inc. Class A (VEEV) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.3B), BlackRock Inc. ($2.2B) and Alliancebernstein L.P. ($1.6B). 10 famous investors held it, including Gavin Baker (1.6% of Atreides Management's portfolio), Ray Dalio (0.5% of Bridgewater Associates's portfolio) and Cathie Wood (0.3% of ARK Investment Management's portfolio).

Company
Veeva Systems Inc. Class A
Sector
Technology
CUSIP
922475108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions116$370.4M
Exits79$449.3M

Ownership 915 holders

Vanguard Group Inc. 0.06% Add +7.5% 14,150,070 $3.3B
BlackRock Inc. 0.05% Add +0.5% 9,320,950 $2.2B
Alliancebernstein L.P. 0.56% Add +1.2% 6,820,828 $1.6B
T. Rowe Price Associates Inc. 0.16% Reduce -2.1% 5,687,967 $1.3B
Artisan Partners Limited Partnership 1.77% Reduce -20.2% 5,251,029 $1.2B
T. Rowe Price Investment Management, Inc. 0.62% Add +0.0% 4,387,376 $1.0B
State Street Corp. 0.03% Add +1.3% 3,211,812 $744.1M
FMR LLC 0.04% Add +72.6% 2,588,431 $599.7M
Geode Capital Management, LLC 0.05% Add +2.5% 2,524,444 $584.0M
Massachusetts Financial Services Co. 0.17% Add +14.2% 2,476,054 $573.7M
Van Eck Associates Corp. 0.68% Add +9.0% 1,934,150 $448.1M
Franklin Resources Inc. 0.13% Add +12.4% 1,753,346 $406.2M
Wellington Management Group LLP 0.07% Reduce -0.5% 1,747,149 $404.8M
Morgan Stanley 0.03% Add +5.2% 1,736,416 $402.3M
Nuveen Asset Management, LLC 0.12% Add +0.3% 1,727,230 $400.2M
Norges Bank 0.06% Reduce -2.5% 1,547,165 $358.5M
Blair William & Co. 1.06% Reduce -0.1% 1,459,098 $338.1M
JPMorgan Chase & Co. 0.03% Add +74.3% 1,403,613 $325.2M
Capital International Investors 0.07% Add +0.1% 1,394,862 $323.2M
Macquarie Group Ltd. 0.35% Reduce -0.6% 1,328,065 $307.7M
TD Asset Management Inc 0.26% Add +17.5% 1,227,223 $284.3M
Brown Capital Management LLC 4.77% Reduce -23.9% 1,164,017 $269.7M
Bank of America Corp. 0.02% Add +30.0% 1,059,645 $245.5M
Champlain Investment Partners, LLC 1.36% Reduce -17.8% 1,022,902 $237.0M
Ownership Capital B.V. 5.34% Reduce -7.5% 1,007,395 $233.4M
Goldman Sachs Group Inc. 0.05% Reduce -18.4% 1,001,978 $232.1M
Emergence GP Partners, LLC 86.99% No change 1,000,000 $231.7M
Swedbank AB 0.32% Add +17.8% 982,662 $227.7M
Legal & General Group Plc 0.06% Add +0.7% 941,918 $218.2M
Durable Capital Partners LP 1.69% Add +0.5% 941,262 $218.1M
Brown Advisory Inc. 0.28% Reduce -23.1% 905,731 $209.8M
DF Dent & Co. Inc. 2.51% Reduce -0.8% 886,226 $205.3M
Northern Trust Corp. 0.03% Reduce -4.5% 872,528 $202.2M
Sei Investments Co. 0.28% Reduce -17.4% 831,889 $192.7M
Bank of New York Mellon Corp 0.04% Reduce -6.1% 822,338 $190.5M
Linonia Partnership LP 16.70% Reduce -2.8% 793,224 $183.8M
Capital World Investors 0.03% Add +0.1% 765,166 $177.3M
Allspring Global Investments Holdings, LLC 0.27% Reduce -8.3% 744,170 $172.4M
First Trust Advisors LP 0.17% Reduce -17.5% 739,079 $171.2M
Ameriprise Financial Inc. 0.04% Reduce -18.5% 687,554 $159.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +4.0% 676,542 $156.7M
Amundi 0.06% Reduce -28.0% 745,184 $148.7M
ABN AMRO Bank N.V. 2.21% Add +0.0% 637,906 $147.9M
Charles Schwab Investment Management Inc. 0.03% Add +5.3% 631,746 $146.4M
Acadian Asset Management LLC 0.50% Add +83.8% 618,344 $143.2M
William Blair Investment Management, LLC 0.37% Add +33.0% 609,918 $141.3M
Envestnet Asset Management Inc. 0.05% Add +1.3% 590,902 $136.9M
Invesco Ltd. 0.03% Reduce -35.0% 577,009 $133.7M
Federated Hermes, Inc. 0.30% Add +7.0% 567,498 $131.5M
D. E. Shaw & Co. 0.18% Add +34.0% 558,125 $129.3M
Epoch Investment Partners, Inc. 0.55% Add +20.7% 537,329 $124.5M
Royal Bank of Canada 0.03% Add +22.2% 522,866 $121.1M
Matrix Capital Management Company, LP 1.07% Add +635.4% 498,821 $115.6M
AXA S.A. 0.35% Reduce -3.4% 497,606 $115.3M
Eagle Asset Management Inc. 0.57% Reduce -1.7% 485,815 $111.9M
TimesSquare Capital Management, LLC 1.61% Reduce -4.0% 476,719 $110.5M
Edmond DE Rothschild Holding S.A. 1.83% Add +10.3% 468,410 $108.5M
Baron Capital (BAMCO) 0.29% Reduce -6.8% 466,154 $108.0M
Generation Investment Management LLP 0.49% Reduce -8.0% 459,731 $106.5M
Credit Suisse AG/ 0.10% Reduce -6.5% 459,194 $106.4M
Citadel Advisors 0.10% Add +7.6% 458,241 $106.2M
Swiss National Bank 0.07% Reduce -4.0% 458,100 $106.1M
Baird Financial Group, Inc. 0.22% Reduce -0.9% 457,993 $106.1M
New York State Common Retirement Fund 0.14% Reduce -14.8% 441,732 $102.3M
American Century Companies Inc. 0.06% Add +6.3% 432,991 $100.3M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +1.4% 402,575 $93.3M
Riverbridge Partners LLC 1.13% Reduce -3.7% 401,154 $92.9M
Bridgewater Associates 0.46% Reduce -12.3% 395,296 $91.6M
Varenne Capital Partners 15.60% New 388,080 $89.9M
Frontier Capital Management Co. LLC 0.83% Reduce -32.7% 381,119 $88.3M
Robeco Institutional Asset Management B.V. 0.19% Add +2.9% 375,179 $86.9M
Fiera Capital Corp 0.25% Add +29.6% 374,768 $86.8M
Allianz Asset Management GmbH 0.14% Add +55.2% 369,294 $85.6M
Qube Research & Technologies Ltd 0.15% Reduce -32.2% 362,945 $84.1M
Quantum Capital Management, LLC / NJ 8.94% Add +7.6% 354,816 $82.2M
Deutsche Bank AG 0.04% Reduce -4.4% 336,804 $78.0M
Martin Currie Ltd. 2.36% Add +0.3% 330,633 $76.6M
American Capital Management Inc. 2.40% Reduce -0.3% 322,511 $74.7M
Ashe Capital Management, LP 5.82% New 308,000 $71.4M
AQR Capital Management 0.12% Add +5.5% 300,373 $69.6M
Dimensional Fund Advisors LP 0.02% Add +7.0% 299,726 $69.4M
Loomis Sayles & Co. L P 0.09% Reduce -4.3% 271,617 $62.9M
Panagora Asset Management Inc. 0.33% Add +12.7% 271,528 $62.9M
Schroder Investment Management Group 0.07% Add +56.0% 269,631 $62.5M
Peregrine Capital Management LLC 1.74% Reduce -0.8% 261,557 $60.6M
California Public Employees Retirement System 0.04% Reduce -2.5% 252,449 $58.5M
Zevenbergen Capital Investments LLC 1.24% Reduce -2.8% 251,363 $58.2M
California State Teachers Retirement System 0.07% Add +1.8% 248,835 $57.7M
Jupiter Asset Management Ltd. 0.55% Add +6.8% 246,711 $57.2M
Chicago Capital, LLC 1.74% Reduce -0.2% 246,019 $57.0M
Korea Investment CORP 0.14% Reduce -9.7% 244,986 $56.8M
Candriam S.C.A. 0.36% Add +3.7% 243,843 $56.5M
CIBC Private Wealth Group LLC 0.11% Add +6.4% 244,463 $56.3M
Victory Capital Management Inc. 0.05% Add +14.0% 230,027 $53.3M
Atreides Management 1.58% Reduce -36.1% 227,881 $52.8M
Nellore Capital Management LLC 8.06% No change 225,178 $52.2M
Rhumbline Advisers 0.05% Add +8.9% 219,672 $50.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.34% Add +669.2% 210,635 $48.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.47% Add +27.3% 236,829 $47.1M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +0.2% 203,896 $47.1M
National Pension Service 0.06% Add +7.5% 200,888 $46.5M
Handelsbanken Fonder AB 0.19% Add +9.9% 193,275 $44.8M
Spyglass Capital Management LLC 2.94% New 190,571 $44.2M
Barclays PLC 0.02% Add +9.8% 187,410 $43.4M
Danske Bank A/S 0.14% — 187,302 $43.4M
ARK Investment Management 0.30% Reduce -17.5% 186,999 $43.3M
Nordea Investment Management AB 0.05% Add +13.1% 184,666 $43.2M
UBS Group AG 0.01% Add +3.0% 179,590 $41.6M
Russell Investments Group, Ltd. 0.07% Add +13.0% 178,851 $41.5M
Two Sigma Advisers, LP 0.10% Add +23.6% 177,300 $41.1M
E. Ohman J:or Asset Management AB 1.04% Add +2796.5% 176,687 $40.9M
Bellevue Group AG 0.59% Reduce -13.7% 168,247 $39.0M
Morningstar Investment Services LLC 0.42% Reduce -56.1% 162,831 $38.0M
Wells Fargo & Company 0.01% Add +8.1% 159,978 $37.1M
NFJ Investment Group, LLC 1.00% Add +31.4% 158,359 $36.7M
Fred Alger Management, LLC 0.18% Reduce -46.5% 156,355 $36.2M
KBC Group NV 0.11% Add +18.4% 149,891 $34.7M
Manufacturers Life Insurance Company, The 0.03% Add +1.5% 148,395 $34.4M
Los Angeles Capital Management LLC 0.12% Reduce -30.5% 145,359 $33.7M
Citigroup Inc. 0.03% Reduce -21.3% 137,977 $32.0M
STRS Ohio 0.13% Reduce -7.4% 136,200 $31.6M
Smith Group Asset Management, LLC 1.79% Reduce -8.6% 135,118 $31.3M
APG Asset Management N.V. 0.05% Reduce -9.1% 144,260 $30.9M
CANADA LIFE ASSURANCE Co 0.06% Add +46.9% 132,760 $30.8M
Jane Street Group, LLC 0.04% Reduce -66.2% 125,857 $29.2M
State Board of Administration of Florida Retirement System 0.07% Reduce -1.1% 154,028 $28.3M
PFM Health Sciences, LP 1.41% No change 118,905 $27.5M
HSBC Holdings PLC 0.02% Add +5.1% 113,606 $26.3M
Thrivent Financial for Lutherans 0.05% Add +10.5% 113,561 $26.3M
Bares Capital Management, Inc. 1.00% New 108,504 $25.1M
Millennium Management 0.02% Add +362.4% 107,917 $25.0M
Kornitzer Capital Management Inc. 0.44% No change 103,773 $24.0M
Stifel Financial Corp. 0.03% Add +2.7% 101,455 $23.5M
Pinebridge Investments, L.P. 0.18% Add +57.9% 97,115 $22.5M
Two Sigma Investments, LP 0.06% Reduce -26.2% 95,246 $22.1M
Abn Amro Investment Solutions 0.38% Add +33.7% 95,110 $22.0M
Cercano Management LLC 0.61% New 94,086 $21.8M
Prudential Financial Inc. 0.03% Add +77.1% 93,015 $21.6M
Focus Partners Wealth 0.17% Add +15.2% 91,618 $21.2M
Rockland Trust Co. 1.11% Add +9.6% 90,901 $21.1M
LPL Financial LLC 0.01% Add +11.7% 89,372 $20.7M
BNP Paribas Financial Markets 0.03% Add +30.8% 89,023 $20.6M
Raymond James & Associates 0.01% Add +41.0% 88,988 $20.6M
Ninety One UK Ltd 0.06% Add +44.9% 87,948 $20.4M
State of New Jersey Common Pension Fund D 0.06% No change 87,095 $20.2M
North Star Asset Management Inc. 0.95% Add +2.5% 86,675 $20.1M
Cetera Investment Advisers 0.05% Add +284.3% 86,405 $20.0M
Assenagon Asset Management S.A. 0.05% Add +16.3% 85,703 $19.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +23.0% 85,122 $19.7M
Susquehanna Fundamental Investments, LLC 0.92% Add +410.8% 84,782 $19.6M
Pictet Asset Management Holding SA 0.02% Add +0.1% 83,796 $19.4M
Cerity Partners LLC 0.05% Add +5.0% 83,784 $19.4M
Truist Financial Corp. 0.03% Reduce -1.5% 82,252 $19.1M
State of Wisconsin Investment Board 0.05% Add +3.5% 81,531 $18.9M
MML Investors Services, LLC 0.08% Add +2.5% 81,188 $18.8M
Capital Investment Services of America, Inc. 1.81% Add +26.4% 80,914 $18.7M
Nicholas Company, Inc. 0.31% No change 80,600 $18.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +38.0% 78,966 $18.3M
Teacher Retirement System of Texas 0.12% Add +417.3% 77,984 $18.1M
Montanaro Asset Management Ltd 3.19% Reduce -4.0% 76,350 $17.7M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Reduce -17.5% 76,236 $17.7M
Raymond James Financial Services Advisors, Inc. 0.03% Add +1.3% 76,004 $17.6M
Thomasville National Bank 1.45% Add +4.0% 75,810 $17.6M
Nishkama Capital, LLC 1.98% New 74,893 $17.4M
Squarepoint Ops LLC 0.07% Reduce -43.9% 74,693 $17.3M
Principal Financial Group Inc. 0.01% Add +9.2% 74,630 $17.3M
NS Partners Ltd 0.73% Add +0.6% 68,499 $15.9M
DekaBank Deutsche Girozentrale 0.03% Reduce -30.5% 68,414 $15.9M
Oppenheimer Asset Management Inc. 0.23% Reduce -9.2% 67,846 $15.7M
Treasurer of the State of North Carolina 0.07% Reduce -0.4% 67,692 $15.7M
LGT Group Foundation 0.37% Add +14.4% 67,207 $15.6M
Ancora Advisors LLC 0.36% Reduce -9.2% 67,036 $15.5M
Nomura Asset Management Co. Ltd. 0.06% Reduce -27.7% 66,814 $15.5M
Public Employees Retirement System of Ohio 0.06% Reduce -10.3% 66,007 $15.3M
Natixis Advisors, LLC 0.04% Add +4.8% 65,618 $15.2M
Cambridge Investment Research Advisors, Inc. 0.06% Add +21.6% 65,382 $15.1M
Royal London Asset Management Ltd. 0.04% Reduce -0.3% 64,619 $15.0M
Ensign Peak Advisors, Inc 0.03% Reduce -13.0% 64,568 $15.0M
Voya Investment Management LLC 0.02% Reduce -8.5% 63,348 $14.7M
Ziegler Capital Management, LLC 0.56% Add +4.5% 63,116 $14.6M
Point72 Asset Management 0.04% New 62,758 $14.5M
Ithaka Group LLC 2.74% Reduce -7.0% 62,674 $14.5M
Wafra Inc. 0.76% No change 62,294 $14.4M
Mn Services Vermogensbeheer B.V. 0.10% Reduce -9.8% 61,800 $14.3M
Carmignac Gestion 0.23% Reduce -6.1% 61,599 $14.3M
Lyell Wealth Management, LP 1.39% Add +3.8% 59,073 $13.7M
Moran Wealth Management, LLC 0.44% Add +0.2% 58,038 $13.4M
Allen Investment Management, LLC 0.17% Add +26.3% 58,025 $13.4M
Ilmarinen Mutual Pension Insurance Co 0.16% Add +6.5% 57,533 $13.3M
Williams Jones Wealth Management, LLC. 0.17% Add +1.5% 57,532 $13.3M
Baillie Gifford & Co. 0.01% Add +5.9% 57,235 $13.3M
Asset Management One Co., Ltd. 0.05% Reduce -4.7% 56,697 $13.1M
Hancock Whitney Corp. 0.45% Add +353.4% 56,124 $13.0M
La Financiere DE L'echiquier 0.54% Reduce -14.5% 54,289 $12.6M
Aberdeen Group plc 0.02% Add +1.5% 50,629 $11.7M
Resona Asset Management Co.,Ltd. 0.07% — 50,055 $11.6M
Rockefeller Capital Management L.P. 0.03% Add +28.9% 49,294 $11.4M
Susquehanna International Group, LLP 0.02% Reduce -45.7% 48,942 $11.3M
Old National Bancorp 0.27% Add +2.5% 48,248 $11.2M
Stephens Investment Management Group LLC 0.14% Add +2.4% 47,032 $10.9M
Arcadia Investment Management Corp. 1.91% Add +6.2% 46,526 $10.8M
Storebrand Asset Management As 0.04% Add +2.3% 45,818 $10.6M
SageView Advisory Group, LLC 0.53% Add +11010.4% 168,545 $10.6M
Prudential PLC 0.09% Reduce -34.0% 44,843 $10.4M
Janney Montgomery Scott LLC 0.03% Add +13.3% 44,529 $10.3M
Cary Street Partners Investment Advisory LLC 0.43% New 44,251 $10.3M
Neuberger Berman Group LLC 0.01% Reduce -70.5% 43,900 $10.2M
Arizona State Retirement System 0.07% Add +2.2% 43,897 $10.2M
NorthCrest Asset Manangement, LLC 0.34% Add +2.2% 43,725 $10.1M
APG Asset Management US Inc. 0.06% Add +46.4% 43,754 $10.1M
EFG Asset Management (North America) Corp. 1.73% Reduce -6.7% 43,172 $10.0M
Gateway Investment Advisers LLC 0.11% Add +14.4% 43,045 $10.0M
Jackson Square Partners, LLC 0.41% Reduce -7.4% 42,944 $9.9M
Washington Trust Advisors, Inc. 0.89% Reduce -3.7% 41,854 $9.7M
Oberndorf William E 15.72% No change 41,609 $9.6M
Bank of Montreal 0.00% Add +22.0% 40,973 $9.5M
Amova Asset Management Americas, Inc. 0.09% Reduce -8.8% 40,879 $9.5M
Avalon Global Asset Management LLC 2.98% No change 40,000 $9.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Add +8.7% 39,869 $9.2M
Parkwood LLC 0.94% Add +48.1% 38,910 $9.0M
Congress Asset Management Co. 0.06% Reduce -3.8% 36,754 $8.5M
Lazard Asset Management LLC 0.01% Reduce -50.1% 36,538 $8.5M
Azimuth Capital Investment Management LLC 0.35% Reduce -1.4% 36,513 $8.5M
ICICI Prudential Asset Management Co Ltd 0.94% Reduce -26.9% 35,939 $8.3M
Peapack Gladstone Financial Corp. 0.12% Add +76.3% 34,410 $8.0M
DNB Asset Management AS 0.04% Add +24.4% 34,397 $8.0M
Calamos Wealth Management LLC 0.45% No change 34,174 $7.9M
FIL Ltd 0.01% New 32,989 $7.6M
Ninety One North America, Inc. 0.36% Add +56.2% 32,370 $7.5M
Forsta Ap-Fonden 0.06% Add +13.5% 31,900 $7.4M
1623 Capital LLC 4.10% Reduce -2.5% 31,678 $7.3M
Covea Finance 0.34% No change 31,400 $7.3M
Creative Planning 0.01% Reduce -13.9% 30,954 $7.2M
Assetmark, Inc. 0.02% Add +39.2% 30,535 $7.1M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -61.1% 30,283 $7.0M
PNC Financial Services Group, Inc. 0.00% Add +2.8% 29,967 $6.9M
Zacks Investment Management 0.07% New 29,937 $6.9M
Andra AP-fonden 0.12% New 29,900 $6.9M
Exchange Capital Management, Inc. 1.10% Add +14.4% 29,209 $6.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +2.4% 29,200 $6.8M
IFM Investors Pty Ltd 0.07% Add +4.0% 28,942 $6.7M
USS Investment Management Ltd 0.06% Add +8.5% 28,807 $6.7M
Nisa Investment Advisors, LLC 0.04% Reduce -9.4% 28,543 $6.6M
Azzad Asset Management Inc. 0.77% Reduce -0.5% 28,333 $6.6M
Mark Sheptoff Financial Planning, LLC 3.62% Add +1.1% 28,182 $6.5M
Commonwealth Equity Services, LLC 0.01% Reduce -3.3% 28,162 $6.5M
AEGON ASSET MANAGEMENT UK Plc 0.10% No change 27,879 $6.5M
Bright Rock Capital Management, LLC 1.30% No change 27,000 $6.3M
Walleye Capital LLC 0.07% Add +445.0% 26,923 $6.2M
Xponance LLC 0.06% Add +35.5% 26,737 $6.2M
US Bancorp \de 0.01% Reduce -35.5% 26,274 $6.1M
National Bank of Canada 0.01% Add +124.0% 29,838 $6.1M
ExodusPoint Capital Management, LP 0.07% New 25,690 $6.0M
Merit Financial Group, LLC 0.14% Add +12.5% 29,114 $5.9M
Mission Wealth Management, LP 0.16% Reduce -4.7% 25,202 $5.8M
Guggenheim Capital LLC 0.04% Reduce -6.2% 25,110 $5.8M
Utah Retirement Systems 0.07% No change 25,013 $5.8M
Bell Asset Management Ltd 0.85% Reduce -10.7% 24,896 $5.8M
Bridgeway Capital Management, LLC 0.12% Reduce -13.9% 24,750 $5.7M
Trust Co of Kansas 3.12% Reduce -0.2% 24,664 $5.7M
Man Group plc 0.02% Reduce -54.5% 24,530 $5.7M
Selective Wealth Management, Inc. 2.43% Reduce -6.4% 26,527 $5.6M
Inspire Investing, LLC 0.55% Add +29.4% 23,361 $5.4M
Yarbrough Capital, LLC 0.23% No change 22,986 $5.3M
Canada Pension Plan Investment Board 0.01% Reduce -25.3% 22,931 $5.3M
Torray Investment Partners LLC 0.79% Add +17.9% 22,631 $5.2M
Mariner, LLC 0.01% Add +14.8% 22,132 $5.1M
Bank Hapoalim BM 0.69% Add +6.2% 22,075 $5.1M
Mediolanum International Funds Ltd 0.08% — 21,902 $5.1M
McKinley Capital Management LLC 0.61% No change 22,020 $5.1M
Public Employees Retirement Association of Colorado 0.02% Reduce -1.1% 21,900 $5.1M
Evergreen Capital Management LLC 0.19% New 21,743 $5.0M
Osaic Holdings, Inc. 0.01% Reduce -61.7% 21,474 $5.0M
QRG Capital Management, Inc. 0.06% Reduce -36.1% 21,330 $4.9M
Y.D. More Investments Ltd 0.87% Add +54.4% 21,288 $4.9M
AMJ Financial Wealth Management 1.64% New 21,240 $4.9M
Legal Advantage Investments, Inc. 2.70% Reduce -0.2% 20,840 $4.8M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -11.4% 20,550 $4.8M
Bristlecone Advisors, LLC 0.42% Add +5.3% 20,484 $4.7M
Synovus Financial Corp. 0.06% Add +26.9% 20,069 $4.6M
Summit Partners Public Asset Management, LLC 0.22% Reduce -84.6% 20,000 $4.6M
Exchange Traded Concepts, LLC 0.12% Add +7.3% 19,927 $4.6M
Brown, Lisle/Cummings, Inc. 1.56% No change 19,838 $4.6M
Faithward Advisors, LLC 0.81% Add +0.2% 19,177 $4.4M
Nissay Asset Management Corp. /Japan 0.03% Add +1.0% 18,693 $4.3M
Comerica Bank 0.02% Reduce -3.0% 18,609 $4.3M
Swiss Life Asset Management Ltd 0.06% Add +707.4% 18,239 $4.2M
State of Alaska, Department of Revenue 0.05% Reduce -13.1% 18,210 $4.2M
Park Avenue Securities LLC 0.05% Reduce -0.9% 17,836 $4.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -10.2% 17,295 $4.0M
M&T Bank Corp 0.01% Reduce -3.6% 16,921 $3.9M
Arthur M. Cohen & Associates, LLC 0.82% Add +5.4% 16,826 $3.9M
Pearl River Capital, LLC 0.59% Add +143.8% 16,155 $3.7M
Banco Santander, S.A. 0.05% Reduce -1.3% 16,149 $3.7M
Mercer Global Advisors Inc. 0.01% Reduce -41.0% 15,965 $3.7M
Goodman Advisory Group, LLC 1.17% Add +6.0% 15,908 $3.7M
Sienna Gestion 0.31% — 15,795 $3.7M
Toronto Dominion Bank 0.01% Reduce -25.3% 15,512 $3.6M
Bokf, NA 0.06% Add +8.4% 15,376 $3.5M
Occudo Quantitative Strategies LP 0.61% Add +46.8% 15,188 $3.5M
Janus Henderson Group PLC 0.00% Reduce -5.6% 15,040 $3.5M
Cardinal Capital Management 0.57% Add +9.6% 15,022 $3.5M
Sequoia Financial Advisors, LLC 0.04% Reduce -4.7% 14,864 $3.4M
Atria Wealth Solutions, Inc. 0.04% Reduce -12.3% 14,768 $3.4M
Reynders McVeigh Capital Management, LLC 0.20% Reduce -42.9% 14,694 $3.4M
Ontario Teachers Pension Plan Board 0.03% Add +2.7% 14,674 $3.4M
Texas Yale Capital Corp. 0.15% No change 14,512 $3.4M
Achmea Investment Management B.V. 0.06% Reduce -9.7% 14,487 $3.4M
Vontobel Holding Ltd. 0.03% Reduce -17.3% 14,408 $3.3M
First Foundation Advisors 0.13% Add +7.8% 14,387 $3.3M
Snider Financial Group 1.36% Add +22.0% 14,086 $3.3M
Elo Mutual Pension Insurance Co 0.08% Add +4.6% 13,977 $3.2M
Apella Capital, LLC 0.16% Add +0.0% 14,774 $3.2M
Platinum Investment Management Ltd. 0.13% Reduce -8.8% 13,614 $3.2M
Blue Zone Wealth Advisors, LLC 1.08% Add +8.9% 13,530 $3.1M
Paragon Advisors, LLC 1.25% Reduce -4.0% 13,401 $3.1M
SYSTM Wealth Solutions LLC 0.39% Add +10.0% 13,294 $3.1M
Diversified Trust Co. 0.09% Add +43.2% 13,210 $3.1M
Strategic Planning Group, LLC 0.75% Add +16.2% 12,967 $3.0M
AE Wealth Management LLC 0.03% Reduce -70.9% 12,948 $3.0M
EFG Asset Management (Americas) Corp. 0.90% Reduce -33.0% 12,732 $2.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -0.2% 12,682 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -0.2% 12,573 $2.9M
Ethic Inc. 0.07% Add +23.7% 12,403 $2.9M
Fairman Group, LLC 2.69% Reduce -9.2% 12,287 $2.8M
Rafferty Asset Management, LLC 0.01% Reduce -23.7% 12,134 $2.8M
Atria Investments, Inc 0.04% Reduce -9.7% 12,127 $2.8M
Gulf International Bank (UK) Ltd 0.07% Add +0.9% 12,083 $2.8M
Twinbeech Capital LP 0.06% New 12,067 $2.8M
Slow Capital, Inc. 0.45% Add +9.2% 12,026 $2.8M
Lockheed Martin Investment Management Co. 0.20% New 12,080 $2.8M
Old North State Wealth Management, LLC 1.78% Add +11.5% 11,765 $2.7M
Stonegate Investment Group, LLC 0.08% Add +23.9% 11,644 $2.7M
Clearbridge Investments, LLC 0.00% Reduce -0.9% 11,630 $2.7M
Investment Research & Advisory Group, Inc. 1.24% Add +116.6% 11,583 $2.7M
Kingsview Wealth Management, LLC 0.07% Reduce -1.5% 11,570 $2.7M
Davidson Capital Management Inc. 0.85% Add +0.6% 11,406 $2.6M
William Allan Corp 1.75% Add +0.4% 11,380 $2.6M
National Philanthropic Trust 0.06% Add +1.8% 11,294 $2.6M
Sandy Spring Bank 0.12% Reduce -4.8% 11,069 $2.6M
Gilder Gagnon Howe & Co. LLC 0.03% Reduce -1.0% 10,816 $2.5M
Girard Partners LTD. 0.23% Add +3.8% 10,765 $2.5M
Steward Partners Investment Advisory, LLC 0.03% Add +1470.8% 10,744 $2.5M
Corient Private Wealth LP 0.00% Reduce -0.7% 10,719 $2.5M
Linden Thomas Advisory Services, LLC 0.39% Add +3.4% 10,489 $2.4M
Principal Securities, Inc. 0.08% Add +4.9% 10,454 $2.4M
Silvant Capital Management LLC 0.11% No change 10,373 $2.4M
Oak Associates Ltd. 0.16% Add +16.2% 10,221 $2.4M
Pitcairn Co. 0.15% Add +3.5% 10,200 $2.4M
Daiwa Securities Group Inc. 0.01% Add +3.1% 10,106 $2.3M
Mirador Capital Partners LP 0.44% Reduce -1.4% 10,016 $2.3M
Boomfish Wealth Group, LLC 1.55% Reduce -3.0% 9,924 $2.3M
Nwam LLC 0.18% Add +0.0% 11,104 $2.3M
Maryland State Retirement & Pension System 0.05% Add +2.8% 11,365 $2.3M
Amalgamated Bank 0.02% Reduce -30.6% 9,767 $2.3M
Clear Harbor Asset Management, LLC 0.20% Reduce -1.7% 9,665 $2.2M
Sheaff Brock Investment Advisors, LLC 0.18% New 9,620 $2.2M
Pathstone Holdings, LLC 0.01% Add +3.6% 9,601 $2.2M
Vanguard Personalized Indexing Management, LLC 0.05% Add +7.9% 9,569 $2.2M
Aviva PLC 0.01% Reduce -86.5% 9,566 $2.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.2% 9,479 $2.2M
Engineers Gate Manager LP 0.06% Add +34.6% 9,472 $2.2M
Altrafin AG 0.79% No change 9,400 $2.2M
Hunting Hill Global Capital, LLC 1.23% Reduce -24.1% 9,062 $2.1M
Regions Financial Corp. 0.02% Reduce -38.4% 9,022 $2.1M
GTS Securities LLC 0.06% Reduce -49.9% 8,959 $2.1M
Shell Asset Management Co. 0.09% Add +30.6% 11,309 $2.1M
Profund Advisors LLC 0.08% Reduce -2.6% 8,917 $2.1M
F/m Investments LLC 1.39% Reduce -0.6% 8,857 $2.1M
MetLife Investment Management, LLC 0.01% Add +0.3% 8,812 $2.0M
Fifth Third Bancorp 0.01% Reduce -14.9% 8,767 $2.0M
Orion Capital Management LLC 1.08% No change 8,760 $2.0M
Welch & Forbes LLC 0.03% Add +12.6% 8,696 $2.0M
Voya Financial Advisors, Inc. 0.23% Add +0.3% 8,579 $2.0M
Mackenzie Financial Corp. 0.00% Add +1.4% 8,629 $2.0M
Private Advisor Group, LLC 0.01% Reduce -0.7% 8,486 $2.0M
Scotia Capital Inc. 0.01% Reduce -5.5% 8,415 $1.9M
Fiduciary Trust Co 0.03% Add +0.4% 8,240 $1.9M
Whittier Trust Co. of Nevada Inc. 0.05% No change 8,151 $1.9M
Independent Financial Group, LLC 0.09% Add +11.4% 8,149 $1.9M
Tidal Investments LLC 0.03% Add +7.5% 8,094 $1.9M
Walkner Condon Financial Advisors LLC 0.40% Add +0.1% 8,048 $1.9M
Linscomb Wealth, Inc. 0.10% Add +3.7% 7,969 $1.8M
Peninsula Wealth, LLC 0.36% No change 7,801 $1.8M
Two Sigma Securities, LLC 0.09% Reduce -43.1% 7,746 $1.8M
CGN Advisors LLC 0.23% Add +20.1% 7,736 $1.8M
Allen Capital Group, LLC 0.26% Add +7.5% 7,731 $1.8M
Cunning Capital Partners, LP 0.99% No change 7,715 $1.8M
Orion Porfolio Solutions, LLC 0.02% Add +7.9% 7,614 $1.8M
Orion Portfolio Solutions, LLC 0.02% Add +7.9% 7,614 $1.8M
Greenfield Seitz Capital Management, LLC 0.66% Reduce -3.8% 7,606 $1.8M
Vinva Investment Management Ltd 0.10% Add +347.9% 7,457 $1.7M
Kestra Advisory Services, LLC 0.01% Add +16.1% 7,457 $1.7M
Captrust Financial Advisors 0.01% Reduce -25.1% 7,441 $1.7M
Alps Advisors Inc. 0.01% Add +418.4% 7,356 $1.7M
Inceptionr LLC 0.43% Add +351.0% 7,202 $1.7M
Cresset Asset Management, LLC 0.01% Add +8.4% 7,201 $1.7M
Axq Capital, LP 0.40% Add +200.6% 7,200 $1.7M
Harrington Investments, INC 0.95% Add +10.3% 7,156 $1.7M
Intech Investment Management LLC 0.02% Reduce -21.9% 7,124 $1.7M
O'shaughnessy Asset Management, LLC 0.02% Add +16.8% 7,091 $1.6M
Paces Ferry Wealth Advisors, LLC 1.04% Reduce -1.7% 7,027 $1.6M
NewEdge Advisors, LLC 0.01% Add +15.5% 6,901 $1.6M
Centiva Capital, LP 0.10% Add +58.9% 6,894 $1.6M
Ieq Capital, LLC 0.02% Add +5.7% 6,865 $1.6M
Fox Run Management, L.L.C. 0.34% Add +91.8% 6,857 $1.6M
Schechter Investment Advisors, LLC 0.12% New 6,843 $1.6M
Van Hulzen Asset Management, LLC 0.10% No change 6,836 $1.6M
Bell Bank 0.14% Reduce -10.2% 6,811 $1.6M
Savant Capital, LLC 0.02% Add +467.0% 6,793 $1.6M
Cubist Systematic Strategies, LLC 0.02% Reduce -74.7% 6,714 $1.6M
Mfa Wealth Advisors, LLC 0.41% Add +4.1% 6,693 $1.6M
New York State Teachers Retirement System 0.00% Add +25.2% 6,645 $1.5M
OV Management LLC 1.11% No change 6,596 $1.5M
Cherry Creek Investment Advisors, Inc. 0.79% Reduce -5.3% 6,286 $1.5M
Cibc World Markets Corp. 0.01% Reduce -91.1% 6,263 $1.5M
Maven Securities LTD 0.09% New 6,232 $1.4M
Barbara Oil Co. 0.61% No change 6,180 $1.4M
Leelyn Smith, LLC 0.29% Add +1.6% 6,150 $1.4M
Fortis Capital Advisors, LLC 0.60% Add +69.6% 6,104 $1.4M
Belpointe Asset Management LLC 0.11% Add +69.6% 6,104 $1.4M
GLOBALT Investments LLC / GA 0.06% Reduce -2.6% 6,100 $1.4M
Curi Capital, LLC 0.03% Reduce -1.7% 6,034 $1.4M
Nia Impact Advisors, LLC 0.55% — 5,969 $1.4M
Decatur Capital Management, Inc. 0.75% Reduce -1.1% 5,957 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Add +101.2% 5,962 $1.4M
B. Metzler seel. Sohn & Co. AG 0.02% No change 5,942 $1.4M
Bank of Nova Scotia 0.00% Reduce -85.0% 5,942 $1.4M
Stevard, LLC 1.22% No change 5,845 $1.4M
Commerce Bank 0.01% Add +27.8% 5,819 $1.3M
Capital Investment Counsel, Inc 0.23% Reduce -2.9% 5,800 $1.3M
Legato Capital Management LLC 0.16% No change 5,700 $1.3M
Triangle Securities Wealth Management 0.37% Add +1.9% 5,635 $1.3M
Patten Group, Inc. 0.32% Add +36.4% 5,591 $1.3M
Benjamin F. Edwards & Company, Inc. 0.02% Add +6.3% 5,515 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.20% Add +0.9% 5,506 $1.3M
Global Retirement Partners, LLC 0.05% Add +7.0% 5,501 $1.3M
Illinois Municipal Retirement Fund 0.02% No change 5,395 $1.3M
D.A. Davidson & Co. 0.01% Add +4.9% 5,380 $1.2M
Motley Fool Asset Management LLC 0.08% Add +12.0% 5,349 $1.2M
Peloton Wealth Strategists 0.51% Add +123.6% 5,345 $1.2M
Plato Investment Management Ltd 0.13% Add +1161.8% 5,312 $1.2M
Quadrature Capital Ltd 0.02% New 5,244 $1.2M
Cim, LLC 0.18% Reduce -0.5% 5,145 $1.2M
M&G PLC 0.01% — 5,037 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.1% 5,002 $1.2M
Shay Capital LLC 0.34% New 5,000 $1.2M
Laurion Capital Management LP 0.03% No change 5,000 $1.2M
SG Americas Securities, LLC 0.01% Reduce -51.6% 4,970 $1.2M
Arax Advisory Partners 0.12% Reduce -0.0% 4,966 $1.2M
Liberty Capital Management, Inc. 0.28% Add +2.4% 4,950 $1.1M
PEAK6 Investments LLC 0.06% Reduce -86.3% 4,904 $1.1M
World Equity Group, Inc. 0.23% Add +3.8% 4,888 $1.1M
Argent Trust Co 0.05% Add +7.0% 4,882 $1.1M
Genus Capital Management Inc. 0.14% — 4,800 $1.1M
Allworth Financial LP 0.01% Reduce -3.1% 4,792 $1.1M
Leonteq Securities AG 0.15% Reduce -7.1% 4,792 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 4,688 $1.1M
Empowered Funds, LLC 0.02% New 4,675 $1.1M
CIBC Asset Management Inc 0.00% Add +0.5% 4,652 $1.1M
Archford Capital Strategies, LLC 0.18% Reduce -0.1% 4,622 $1.1M
Strategic Global Advisors, LLC 0.23% Reduce -59.0% 4,621 $1.1M
XTX Topco Ltd 0.14% Add +96.2% 4,592 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% No change 4,570 $1.1M
Sapient Capital LLC 0.02% Reduce -1.7% 4,565 $1.1M
Verdence Capital Advisors LLC 0.10% Reduce -0.1% 4,517 $1.0M
First Bank & Trust 0.21% Reduce -5.4% 4,453 $1.0M
Advisory Services Network, LLC 0.02% Add +43.5% 4,424 $1.0M
Pacer Advisors, Inc. 0.00% Add +45.3% 4,329 $1.0M
B. Riley Wealth Advisors, Inc. 0.03% Add +118.0% 4,887 $994K
Metis Global Partners, LLC 0.04% Reduce -2.3% 4,291 $994K
Martingale Asset Management L P 0.02% Add +240.4% 4,255 $986K
Trexquant Investment LP 0.02% New 4,228 $980K
Ostrum Asset Management 0.08% Add +0.6% 4,175 $967K
Shaker Investments LLC 0.41% Reduce -0.3% 4,149 $961K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.38% Reduce -14.8% 4,310 $957K
Dana Investment Advisors, Inc. 0.03% Add +5.2% 4,128 $956K
SkyOak Wealth, LLC 0.23% No change 4,075 $944K
Kennedy Capital Management LLC 0.02% New 4,060 $941K
Hills Bank & Trust Co 0.08% Reduce -3.3% 4,054 $939K
Tokio Marine Asset Management Co. Ltd. 0.05% Reduce -6.3% 3,984 $923K
Quantinno Capital Management LP 0.02% Add +5.6% 3,969 $920K
Bleakley Financial Group, LLC 0.03% Reduce -22.0% 3,960 $917K
Simplicity Wealth,LLC 0.02% New 3,960 $917K
Brandywine Managers, LLC 0.90% No change 3,919 $908K
Qtron Investments LLC 0.13% No change 3,896 $903K
LGT Fund Management Co Ltd. 0.38% New 3,882 $899K
Wedbush Securities Inc. 0.03% Reduce -5.5% 3,857 $894K
Degroof Petercam Asset Management 0.01% No change 3,842 $890K
Semmax Financial Advisors Inc. 0.29% Add +16.2% 4,324 $881K
American Trust 0.07% Reduce -6.9% 3,801 $881K
Unique Wealth Strategies, LLC 0.42% Add +28.8% 3,737 $866K
Snowden Capital Advisors LLC 0.03% Add +3.0% 3,732 $865K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Add +0.3% 3,702 $858K
Cornell Pochily Investment Advisors, Inc. 0.34% Reduce -0.7% 3,682 $853K
Shepherd Financial Partners LLC 0.11% Reduce -0.4% 3,665 $849K
Emerald Advisers, LLC 0.03% Reduce -1.6% 3,622 $839K
Legacy Advisors, LLC 0.10% Add +1.0% 3,580 $829K
Virtus Advisers, LLC 0.44% Add +19.4% 3,577 $829K
Natixis 0.00% Reduce -45.5% 3,560 $825K
Kestra Private Wealth Services, LLC 0.02% Add +12.7% 3,477 $806K
Quantbot Technologies LP 0.04% Reduce -90.7% 3,449 $799K
Alberta Investment Management Corp 0.01% No change 3,400 $788K
Sigma Planning Corp 0.02% New 3,390 $785K
Bank of Hawaii 0.04% New 3,354 $777K
First Commonwealth Financial Corp 0.21% New 3,350 $776K
Montag & Caldwell, LLC 0.13% Add +50.6% 3,285 $761K
Geneos Wealth Management Inc. 0.03% Add +6.8% 3,238 $750K
Conestoga Capital Advisors, LLC 0.01% Add +0.5% 3,229 $748K
Suncoast Equity Management 0.09% Add +8.1% 3,188 $739K
GraniteShares Advisors LLC 0.39% Reduce -4.3% 3,169 $734K
Graham Capital Management, L.P. 0.04% Reduce -44.3% 3,153 $731K
Jamison Private Wealth Management, Inc. 0.12% Reduce -2.4% 3,149 $730K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +71.9% 3,133 $726K
Concourse Financial Group Securities, Inc. 0.05% Reduce -4.6% 3,130 $725K
Banque Cantonale Vaudoise 0.03% Add +6.4% 3,126 $724K
Columbia Bank 0.30% — 3,122 $723K
Hutchinson Capital Management 0.15% Add +0.1% 3,119 $723K
Maverick Capital 0.01% Add +114.7% 3,038 $704K
Cwm, LLC 0.00% Add +49.0% 2,966 $687K
Wealthfront Advisers LLC 0.00% Add +15.3% 2,961 $686K
TFB Advisors LLC 0.25% Add +2.2% 3,440 $684K
Advisors Capital Management, LLC 0.01% Add +0.9% 2,947 $683K
Seaport Global Advisors, LLC 1.37% No change 2,924 $677K
KCM Investment Advisors LLC 0.03% No change 2,917 $676K
TD Private Client Wealth LLC 0.02% Add +6.9% 2,891 $670K
Paloma Partners Management Co 0.14% Reduce -43.8% 2,858 $662K
Baader Bank Aktiengesellschaft 0.05% Reduce -0.3% 2,850 $660K
Rovin Capital /Ut/ 0.27% Add +10.0% 2,844 $659K
Balentine LLC 0.02% New 2,841 $658K
Capital Investment Advisory Services, LLC 0.07% Reduce -5.8% 2,775 $643K
Townsquare Capital LLC 0.01% New 2,767 $641K
SpiderRock Advisors, LLC 0.02% — 2,802 $640K
Caisse de depot et placement du Quebec 0.00% Reduce -90.0% 2,742 $635K
First American Bank 0.05% Reduce -1.8% 2,741 $635K
Pursue Wealth Partners LLC 0.37% No change 2,740 $635K
Strategic Advisors LLC 0.12% Reduce -9.2% 2,732 $633K
Vestcor Inc 0.02% Reduce -16.6% 2,720 $630K
Oppenheimer & Co. Inc. 0.01% Reduce -22.9% 2,705 $627K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -2.8% 2,688 $623K
Baron Wealth Management LLC 0.33% No change 2,660 $616K
Arkadios Wealth Advisors 0.05% Reduce -3.2% 2,648 $614K
Compound Planning, Inc. 0.06% Add +123.3% 2,646 $613K
Pittenger & Anderson Inc. 0.02% Add +14.2% 2,622 $607K
Coldstream Capital Management Inc. 0.02% Add +59.9% 2,584 $599K
Morse Asset Management, Inc 0.15% Reduce -10.4% 2,567 $595K
Emfo, LLC 0.54% No change 2,566 $595K
Moseley Investment Management Inc. 0.29% Reduce -7.7% 2,556 $592K
Flagship Harbor Advisors, LLC 0.04% Reduce -20.7% 2,547 $590K
Capstone Investment Advisors, LLC 0.02% Add +34.0% 2,544 $589K
Harvest Fund Management Co., Ltd 0.05% Add +36214.3% 2,542 $589K
Apollon Wealth Management, LLC 0.02% Reduce -6.9% 2,520 $584K
Ossiam 0.01% Add +52.8% 2,513 $582K
New York Life Investment Management LLC 0.01% Add +1.1% 2,511 $582K
Bard Financial Services, Inc. 0.06% No change 2,500 $579K
Investment Management Corp of Ontario 0.02% Reduce -30.6% 2,494 $578K
Malaga Cove Capital, LLC 0.23% No change 2,481 $575K
Scientech Research LLC 0.30% New 2,479 $574K
Groupama Asset Managment 0.01% Reduce -45.0% 2,472 $573K
Artemis Investment Management LLP 0.01% Reduce -49.4% 2,466 $571K
Walter & Keenan Wealth Management LLC /in/ 0.18% No change 2,422 $561K
American International Group, Inc. 0.00% Reduce -1.4% 2,417 $560K
MYDA Advisors LLC 0.19% New 2,390 $554K
Foundations Investment Advisors, LLC 0.01% Add +5.0% 2,363 $547K
Copperleaf Capital, LLC 0.47% Reduce -6.2% 2,358 $546K
Evoke Wealth, LLC 0.02% New 2,356 $546K
Vident Advisory, LLC 0.01% Reduce -18.9% 2,355 $546K
Siemens Fonds Invest GmbH 0.04% New 2,350 $544K
Globeflex Capital L P 0.05% Add +85.0% 2,347 $544K
Connecticut Wealth Management, LLC 0.03% Add +4.5% 2,327 $539K
First Manhattan Co. Llc. 0.00% Reduce -0.0% 2,300 $533K
Cape Investment Advisory, Inc. 0.25% Add +0.0% 2,270 $526K
Mutual of America Capital Management LLC 0.01% No change 2,269 $526K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +103.4% 2,219 $514K
UniSuper Management Pty Ltd 0.00% Add +100.0% 2,200 $510K
WealthBridge Capital Management, LLC 0.17% No change 2,184 $506K
Farther Finance Advisors, LLC 0.03% Add +3.4% 2,171 $500K
Pier Capital, LLC 0.07% Add +1.4% 2,149 $498K
Cibc World Market Inc. 0.00% Add +27.2% 2,145 $497K
Bath Savings Trust Co 0.05% Reduce -0.5% 2,125 $492K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +30.9% 2,120 $491K
HBK Sorce Advisory LLC 0.02% Reduce -1.7% 2,108 $488K
Hemenway Trust Co LLC 0.04% No change 2,106 $488K
Integrated Wealth Concepts LLC 0.01% Reduce -6.6% 2,080 $482K
Meeder Advisory Services, Inc. 0.05% Add +11.2% 2,078 $481K
Machina Capital S.A.S. 0.25% Reduce -26.4% 2,071 $480K
1834 Investment Advisors Co. 0.06% Add +7.3% 2,055 $476K
First Financial Bankshares Inc 0.01% No change 2,031 $471K
Nicholas Wealth, LLC. 0.36% Reduce -3.9% 2,005 $465K
Ellevest, Inc. 0.03% Add +8.6% 2,005 $465K
Hikari Power Ltd 0.04% No change 2,000 $463K
Gladstone Institutional Advisory LLC 0.03% Reduce -15.4% 1,972 $457K
Stephens Inc. 0.01% Reduce -11.0% 1,971 $457K
Lido Advisors, LLC 0.00% Add +16.2% 1,960 $454K
Norinchukin Bank, The 0.01% Reduce -20.3% 1,955 $453K
Clare Market Investments LLC 0.14% Reduce -11.3% 1,938 $449K
Simplify Asset Management Inc. 0.04% New 1,936 $449K
HB Wealth Management, LLC 0.01% Reduce -4.2% 1,924 $446K
Householder Group Estate & Retirement Specialist, LLC 0.13% Reduce -3.5% 1,923 $446K
Donoghue Forlines LLC 0.13% Add +23.1% 1,918 $444K
MAI Capital Management 0.00% Reduce -2.7% 1,902 $441K
LifePlan Financial, LLC 0.40% Add +53.5% 1,893 $439K
Entropy Technologies, LP 0.05% Reduce -80.5% 1,889 $438K
Independent Advisor Alliance 0.02% Reduce -1.6% 1,889 $438K
Hengehold Capital Management LLC 0.05% Reduce -2.0% 1,885 $437K
UMB Bank, n.a. 0.01% No change 1,871 $433K
Yousif Capital Management, LLC 0.00% Add +5.1% 1,867 $433K
Roberts Capital Advisors, LLC 0.41% — 1,864 $432K
Twin City Private Wealth, LLC 0.42% — 1,861 $431K
Greystone Financial Group, LLC 0.09% Add +4.5% 1,852 $429K
Wedmont Private Capital 0.03% Add +3.8% 1,981 $429K
Veracity Capital LLC 0.16% New 1,828 $424K
IFP Advisors, Inc 0.02% Reduce -12.5% 1,824 $423K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +5.9% 1,822 $422K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +15.8% 1,820 $422K
Erste Asset Management GmbH 0.01% No change 1,800 $419K
Lion Street Advisors, LLC 0.17% No change 2,169 $418K
Radnor Capital Management, LLC 0.07% Reduce -3.6% 1,780 $412K
Avitas Wealth Management LLC 0.06% Reduce -0.9% 1,778 $412K
CW Advisors, LLC 0.01% Reduce -0.2% 1,776 $411K
Regal Investment Advisors LLC 0.03% Add +20.1% 1,774 $411K
Trilogy Capital Inc. 0.02% New 1,768 $410K
Main Street Financial Solutions, LLC 0.04% Reduce -4.7% 1,760 $408K
Correct Capital Wealth Management 0.09% Add +20.1% 1,754 $406K
CHICAGO TRUST Co NA 0.08% No change 1,752 $406K
HighPoint Advisor Group LLC 0.03% Reduce -0.8% 1,958 $399K
Verition Fund Management LLC 0.00% Reduce -8.1% 1,699 $394K
Stevens Capital Management LP 0.08% Add +39.7% 1,688 $391K
Valley National Advisers Inc. 0.06% Add +36.8% 1,674 $387K
Griffin Asset Management, Inc. 0.05% Add +3.1% 1,670 $387K
LRT Capital Management, LLC 0.34% New 1,656 $384K
Integrated Investment Consultants, LLC 0.11% Reduce -0.5% 1,653 $383K
Yorktown Management & Research Co Inc 0.36% No change 1,650 $382K
Trivium Point Advisory, LLC 0.08% Add +1.8% 1,631 $378K
Biondo Investment Advisors, LLC 0.06% Reduce -1.5% 1,625 $376K
FineMark National Bank & Trust 0.01% Reduce -5.9% 1,604 $372K
Main Street Research LLC 0.03% No change 1,600 $371K
Avantax Advisory Services, Inc. 0.00% New 1,592 $369K
Sara-Bay Financial 0.16% No change 1,595 $367K
17 Capital Partners, LLC 0.27% Reduce -1.6% 1,573 $364K
State of Wyoming 0.06% Add +3.6% 1,561 $362K
Cullen/Frost Bankers, Inc. 0.01% Add +2.7% 1,541 $357K
Cigna Investments Inc. 0.07% No change 1,538 $357K
DC Investments Management, LLC 0.30% No change 1,526 $354K
Aft, Forsyth & Company, Inc. 0.20% Reduce -18.6% 1,514 $351K
Blossom Wealth Management 0.84% No change 1,500 $348K
Accredited Investors Inc. 0.02% No change 1,473 $341K
HF Advisory Group, LLC 0.19% Reduce -47.1% 1,445 $335K
BLB&B Advisors, LLC 0.02% New 1,442 $334K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 1,437 $333K
Balanced Rock Investment Advisors LLC 0.28% Reduce -10.6% 1,435 $332K
KRS Capital Management, LLC 0.27% Add +0.7% 1,430 $331K
CreativeOne Wealth, LLC 0.01% Add +18.6% 1,425 $330K
Rakuten Investment Management, Inc. 0.00% Add +1206.4% 1,424 $330K
Spire Wealth Management 0.01% Add +47.4% 1,415 $328K
Signaturefd, LLC 0.01% Add +34.8% 1,411 $327K
First Trust Direct Indexing L.P. 0.02% Add +19.0% 1,403 $325K
Greytown Advisors Inc. 0.18% Reduce -3.2% 1,402 $325K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -21.3% 1,401 $325K
Smartleaf Asset Management LLC 0.06% Add +3.4% 1,390 $324K
State of Michigan Retirement System 0.00% No change 1,400 $324K
Professional Advisory Services Inc. 0.04% No change 1,400 $324K
OneDigital Investment Advisors LLC 0.01% Add +6.7% 1,395 $323K
Virtu Financial LLC 0.02% New 1,395 $323K
Tower Research Capital LLC (TRC) 0.01% Reduce -81.5% 1,388 $322K
AlphaQuest LLC 0.05% Reduce -46.5% 1,362 $316K
Algert Global LLC 0.01% Reduce -14.0% 1,356 $314K
Rehmann Capital Advisory Group 0.02% Reduce -0.4% 1,348 $312K
Knollwood Investment Advisory, LLC 0.06% No change 1,335 $309K
CM Wealth Advisors LLC 0.09% New 1,506 $309K
Facet Wealth, Inc. 0.01% Reduce -2.1% 1,510 $307K
Personal Cfo Solutions, LLC 0.05% Add +1.3% 1,309 $303K
Bfsg, LLC 0.04% No change 1,288 $298K
Investment Partners Asset Management, Inc. 0.27% Add +3.5% 1,282 $297K
Axxcess Wealth Management, LLC 0.01% Reduce -53.6% 1,279 $296K
Americana Partners, LLC 0.02% Reduce -14.6% 1,268 $294K
Crossmark Global Holdings, Inc. 0.01% Add +18.1% 1,253 $291K
Lanark Financial, Inc. 0.03% New 1,225 $283K
Avior Wealth Management, LLC 0.01% New 1,220 $283K
Schwarz Dygos Wheeler Investment Advisors LLC 0.08% No change 1,219 $282K
United Capital Financial Advisors, LLC 0.00% Add +2.8% 1,207 $280K
Sandhill Capital Partners LLC 0.02% Reduce -40.3% 1,200 $278K
Invictus Private Wealth, LLC 0.02% Reduce -8.5% 1,190 $276K
Mgo One Seven LLC 0.01% Add +11.7% 1,186 $275K
Capital Asset Advisory Services LLC 0.02% Add +2.6% 1,279 $275K
Hunter Associates Investment Management LLC 0.05% No change 1,163 $274K
Forum Financial Management, LP 0.00% No change 1,177 $273K
C M Bidwell & Associates Ltd. 0.19% New 1,175 $272K
Deerfield Management Company, L.P. 0.01% New 1,172 $272K
Sunbelt Securities, Inc. 0.03% Reduce -73.0% 1,165 $270K
Glenmede Trust Co. NA 0.00% New 1,162 $269K
Beacon Pointe Advisors, LLC 0.00% Add +8.7% 1,149 $266K
Arlington Financial Advisors, LLC 0.06% No change 1,142 $265K
Taylor Hoffman Wealth Management 0.11% No change 1,141 $264K
Avalon Capital Management 0.11% New 1,141 $264K
United Community Bank 0.10% Reduce -1.8% 1,110 $257K
Symmetry Partners, LLC 0.02% New 1,111 $257K
Huntington National Bank 0.00% Add +5.0% 1,106 $256K
AM Squared Ltd 0.81% New 1,100 $255K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 1,100 $255K
Kirtland Hills Capital Management, LLC 0.22% — 1,248 $253K
One Wealth Map LLC 0.17% New 1,271 $253K
Park Place Capital Corp 0.09% Reduce -26.8% 1,087 $252K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -2.4% 1,074 $249K
Triumph Capital Management 0.10% New 1,078 $248K
SJS Investment Consulting Inc. 0.05% Reduce -9.5% 1,070 $248K
Moloney Securities Asset Management, LLC 0.04% Add +1.4% 1,064 $247K
Revolve Wealth Partners, LLC 0.04% Add +0.9% 1,056 $245K
Gsa Capital Partners LLP 0.02% New 1,051 $244K
Summit Trail Advisors, LLC 0.01% New 1,046 $242K
International Assets Investment Management, LLC 0.03% New 1,048 $241K
RKL Wealth Management LLC 0.02% No change 1,042 $241K
Wealth Management Associates, Inc. 0.11% New 1,304 $239K
MBB Public Markets I LLC 0.02% New 1,024 $237K
UNIVEST FINANCIAL Corp 0.07% New 1,009 $234K
GM Advisory Group, LLC 0.02% New 1,009 $234K
Brookstone Capital Management 0.00% New 1,009 $234K
SlateStone Wealth, LLC 0.02% New 1,000 $232K
Cross Staff Investments Inc 0.20% New 1,000 $232K
Merrion Investment Management Co, LLC 0.17% New 1,000 $232K
PGIM Custom Harvest LLC 0.01% New 1,000 $232K
Westpac Banking Corp. 0.02% Reduce -30.2% 998 $231K
Prime Capital Investment Advisors, LLC 0.00% New 994 $230K
Concurrent Investment Advisors, LLC 0.01% New 986 $228K
Laird Norton Wetherby Wealth Management, LLC 0.01% New 985 $228K
SVB Wealth LLC 0.01% New 979 $227K
Mutual Advisors, LLC 0.01% New 971 $225K
Nicolet Bankshares Inc. 0.05% New 960 $222K
Conway Capital Management, Inc. 0.12% New 955 $221K
Benjamin Edwards Inc. 0.04% Add +4.0% 952 $221K
Fosun International Ltd 0.07% New 950 $220K
Centurion Wealth Management LLC 0.09% New 947 $219K
EP Wealth Advisors, LLC 0.00% Reduce -10.8% 937 $217K
Raymond James Trust N.A. 0.01% New 930 $215K
Parallel Advisors, LLC 0.01% Add +3.5% 928 $215K
Virtue Capital Management, LLC 0.04% New 1,027 $214K
Navellier & Associates Inc. 0.03% New 902 $209K
Catalyst Funds Management Pty Ltd 0.06% — 900 $209K
Freedom Investment Management, Inc. 0.02% New 898 $208K
Mesirow Financial Investment Management, Inc. 0.00% New 898 $208K
Alta Wealth Advisors LLC 0.10% New 870 $202K
Guardian Asset Advisors, LLC 0.17% New 866 $201K
CENTRAL TRUST Co 0.00% Reduce -2.9% 849 $197K
GAMMA Investing LLC 0.04% Add +10.8% 844 $196K
Creekmur Asset Management LLC 0.07% Reduce -5.1% 840 $195K
nVerses Capital, LLC 0.44% New 800 $185K
Acima Private Wealth, LLC 0.07% No change 792 $183K
Quadrant Capital Group LLC 0.01% Add +47.7% 783 $181K
China Universal Asset Management Co., Ltd. 0.02% No change 771 $179K
Tobam 0.02% Add +143.0% 763 $177K
Harbour Investments, Inc. 0.01% Add +7.5% 759 $176K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% No change 696 $161K
Global Trust Asset Management, LLC 0.07% No change 683 $158K
Penserra Capital Management LLC 0.00% Add +3.6% 681 $157K
Capital Analysts, LLC 0.01% Reduce -0.7% 673 $156K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -24.1% 660 $153K
Centaurus Financial, Inc. 0.01% New 616 $143K
Ramirez Asset Management, Inc. 0.03% No change 600 $139K
Studio Investment Management LLC 0.03% Add +7.5% 584 $135K
First Horizon Advisors, Inc. 0.00% Add +3.9% 582 $135K
Elevation Wealth Partners, LLC 0.07% No change 563 $130K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -12.7% 452 $120K
Brown Brothers Harriman & Co. 0.00% No change 500 $116K
CI Investments Inc. 0.00% Add +19.6% 483 $112K
TD Waterhouse Canada Inc. 0.00% Reduce -13.9% 508 $112K
Kelly Financial Services LLC 0.04% Add +31.0% 465 $108K
Central Pacific Bank - Trust Division 0.01% — 450 $104K
Global Financial Private Client, LLC 0.04% Reduce -7.1% 446 $103K
SouthState Bank Corp 0.01% New 419 $97K
HighMark Wealth Management LLC 0.06% No change 416 $96K
Headlands Technologies LLC 0.02% New 407 $94K
Alta Advisers Ltd 0.05% No change 400 $93K
WASHINGTON TRUST Co 0.00% No change 400 $93K
Capital Advisors, Ltd. LLC 0.01% Add +0.8% 370 $86K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -10.8% 354 $82K
EverSource Wealth Advisors, LLC 0.01% Add +10.4% 403 $80K
Hantz Financial Services, Inc. 0.00% Reduce -8.0% 346 $80K
Mb, Levis & Associates, LLC 0.04% No change 321 $74K
Credit Agricole S A 0.00% Reduce -12.9% 370 $74K
Western Pacific Wealth Management, LP 0.05% Add +23.3% 307 $71K
Quarry LP 0.03% Reduce -13.2% 302 $70K
Continuum Advisory, LLC 0.01% New 343 $70K
Financial Perspectives, Inc 0.02% No change 265 $61K
Glen Eagle Advisors, LLC 0.01% No change 258 $60K
Duncker Streett & Co. Inc. 0.01% No change 257 $60K
Cutler Group LLC / CA 0.03% Reduce -96.7% 236 $54K
Hollencrest Capital Management 0.00% No change 226 $52K
Palisade Asset Management, LLC 0.01% New 222 $51K
Covestor Ltd 0.03% Reduce -67.6% 217 $50K
Lindbrook Capital, LLC 0.00% Add +70.6% 215 $50K
Roble, Belko & Company, Inc 0.01% No change 201 $47K
CoreCap Advisors, LLC 0.00% New 202 $47K
Glass Jacobson Investment Advisors llc 0.02% No change 200 $46K
Center for Financial Planning, Inc. 0.01% New 200 $46K
Field & Main Bank 0.02% No change 200 $46K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 200 $46K
American National Bank & Trust 0.01% No change 187 $43K
Colonial Trust Co / SC 0.01% No change 185 $43K
Private Trust Co. NA 0.00% Reduce -17.7% 186 $43K
DSM Capital Partners LLC 0.00% Add +21.1% 184 $43K
Parkside Financial Bank & Trust 0.01% Add +11.0% 182 $42K
Trust Co 0.01% New 175 $41K
Johnson Financial Group, Inc. 0.00% New 175 $41K
Caitlin John, LLC 0.03% No change 170 $39K
Vermillion & White Wealth Management Group, LLC 0.03% No change 165 $38K
Global X Japan Co., Ltd. 0.01% Reduce -4.7% 163 $38K
Larson Financial Group LLC 0.00% Add +1153.8% 163 $38K
Cornerstone Planning Group LLC 0.01% Reduce -13.3% 183 $37K
Barrett & Company, Inc. 0.02% No change 155 $36K
Clearstead Advisors, LLC 0.00% No change 173 $35K
First Financial Corp. 0.02% New 152 $35K
Atticus Wealth Management, LLC 0.01% No change 150 $35K
Ofi Invest Asset Management 0.00% Add +23.4% 158 $34K
Operose Advisors LLC 0.01% Reduce -44.1% 142 $33K
Raleigh Capital Management Inc. 0.01% Add +14000.0% 141 $33K
Rise Advisors, LLC 0.02% No change 131 $30K
Advisors Asset Management, Inc. 0.00% New 121 $28K
Cedar Wealth Management, LLC 0.01% No change 119 $28K
Pinnacle Bancorp, Inc. 0.01% Reduce -17.5% 118 $27K
MV Capital Management, Inc. 0.00% Add +7.9% 109 $25K
MidAtlantic Capital Management, Inc. 0.02% No change 103 $24K
Broadwater Capital Management LLC 0.02% No change 100 $23K
Financial Avengers, Inc. 0.01% No change 100 $23K
Bogart Wealth, LLC 0.00% No change 90 $21K
Private Wealth Management Group, LLC 0.01% Add +27.1% 89 $21K
Naples Money Management LLC 0.02% No change 89 $21K
Whittier Trust Co. 0.00% No change 86 $20K
Carolinas Wealth Consulting LLC 0.00% Add +97.6% 81 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -10.1% 80 $19K
Mather Group, Llc. 0.00% New 95 $18K
Rothschild Investment LLC 0.00% No change 78 $18K
Riverview Trust Co 0.01% New 74 $17K
Harbor Investment Advisory, LLC 0.00% Reduce -4.2% 69 $16K
Janiczek Wealth Management, LLC 0.00% Add +14.3% 64 $15K
Concord Wealth Partners 0.00% Reduce -92.2% 64 $15K
Jones Financial Companies LLLP 0.00% Add +178.3% 64 $15K
Smithfield Trust Co 0.00% No change 59 $14K
Tortoise Investment Management, LLC 0.00% No change 55 $13K
Annapolis Financial Services, LLC 0.00% No change 53 $12K
Legacy Bridge, LLC 0.01% New 50 $12K
Salem Investment Counselors Inc. 0.00% Reduce -23.1% 50 $12K
Key Financial Inc 0.00% No change 50 $12K
JFS Wealth Advisors, LLC 0.00% Add +81.5% 49 $11K
Bell Investment Advisors, Inc 0.00% Add +56.7% 47 $11K
PSI Advisors, LLC 0.00% No change 47 $11K
Zions Bancorporation, N.A. 0.00% Add +113.6% 47 $11K
Meeder Asset Management Inc. 0.00% New 47 $11K
Anfield Capital Management, LLC 0.00% New 42 $10K
BOK Financial Private Wealth, Inc. 0.00% New 42 $10K
Bessemer Group Inc. 0.00% Reduce -88.6% 40 $9K
Ranger Investment Management, L.P. 0.00% Add +125.0% 36 $8K
WR Wealth Planners, LLC 0.00% New 35 $8K
1832 Asset Management L.P. 0.00% No change 35 $8K
Quent Capital, LLC 0.00% Add +9.7% 34 $8K
Beacon Capital Management, LLC 0.00% Add +181.8% 31 $7K
Venturi Wealth Management, LLC 0.00% No change 28 $6K
FinTrust Capital Advisors, LLC 0.00% No change 27 $6K
City State Bank 0.00% No change 25 $6K
Hanson & Doremus Investment Management 0.00% New 28 $6K
Bear Mountain Capital, Inc. 0.00% No change 30 $6K
GHP Investment Advisors, Inc. 0.00% No change 25 $6K
CGC Financial Services, LLC 0.00% No change 25 $6K
Provenance Wealth Advisors, LLC 0.00% No change 25 $6K
West Branch Capital LLC 0.00% No change 24 $6K
Addison Advisors LLC 0.00% No change 23 $5K
ICA Group Wealth Management, LLC 0.00% No change 23 $5K
MCF Advisors LLC 0.00% No change 21 $5K
Raffa Wealth Management, LLC 0.00% No change 21 $5K
JNBA Financial Advisors 0.00% No change 20 $5K
Valley Wealth Managers, Inc. 0.00% No change 20 $5K
Sound Income Strategies, LLC 0.00% New 20 $5K
Aspire Private Capital, LLC 0.00% No change 19 $4K
First Pacific Financial 0.00% Add +38.5% 18 $4K
Creative Financial Designs Inc. 0.00% No change 18 $4K
AdvisorNet Financial, Inc 0.00% Reduce -25.0% 18 $4K
Avion Wealth 0.00% Add +41.7% 17 $4K
Red Tortoise LLC 0.00% No change 17 $4K
ClariVest Asset Management LLC 0.00% Add +100.0% 16 $4K
Twin Lakes Capital Management, LLC 0.00% No change 16 $4K
FSA Wealth Management LLC 0.00% No change 16 $4K
Richardson Financial Services Inc. 0.00% No change 15 $3K
Valued Wealth Advisors LLC 0.00% No change 14 $3K
Plante Moran Financial Advisors, LLC 0.00% Reduce -36.4% 14 $3K
Nemes Rush Group LLC 0.00% Reduce -85.4% 12 $3K
GoalVest Advisory LLC 0.00% New 11 $3K
Trust Co. of Vermont 0.00% New 11 $3K
Longfellow Investment Management Co. LLC 0.00% No change 10 $2K
Westside Investment Management, Inc. 0.00% No change 10 $2K
Crewe Advisors LLC 0.00% New 9 $2K
Missouri Trust & Investment Co 0.00% No change 9 $2K
Dixon Mitchell Investment Counsel Inc. 0.00% New 9 $2K
Transamerica Financial Advisors, LLC 0.00% No change 9 $2K
Sachetta, LLC 0.00% No change 10 $2K
City Holding Co. 0.00% No change 8 $2K
GPS Wealth Strategies Group, LLC 0.00% No change 7 $2K
CVA Family Office, LLC 0.00% Add +40.0% 7 $2K
ORG Partners LLC 0.00% No change 7 $2K
Opal Wealth Advisors, LLC 0.00% New 6 $1K
Toth Financial Advisory Corp. 0.00% New 6 $1K
Cassady Schiller Wealth Management, LLC 0.00% New 6 $1K
Rakuten Securities, Inc. 0.00% Reduce -98.2% 6 $1K
Evermay Wealth Management LLC 0.00% No change 5 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $1K
RFP Financial Group LLC 0.00% New 5 $1K
Investors Research Corp 0.00% No change 5 $1K
Blue Trust, Inc. 0.00% Reduce -94.3% 5 $1K
True Wealth Design, LLC 0.00% Add +200.0% 3 $696
Manchester Capital Management LLC 0.00% No change 3 $696
TFC Financial Management, Inc. 0.00% Add +50.0% 3 $696
Abound Wealth Management 0.00% Reduce -71.4% 2 $464
Financial Synergies Wealth Advisors, Inc. 0.00% New 2 $464
Core Alternative Capital 0.00% Reduce -95.2% 2 $463
Delta Asset Management LLC 0.00% New 2 $463
First Command Advisory Services, Inc. 0.00% New 2 $463
Tucker Asset Management LLC 0.00% Reduce -94.4% 1 $232

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