Veeva Systems Inc. Class AVEEV

13F holders, Q2 2024 (June 30)
922holders +7
88new positions
81sold out
10famous investors
$182.94avg. 13F price*

At the end of Q2 2024, 922 institutions reported holding Veeva Systems Inc. Class A (VEEV) in their 13F filings, up 7 from Q1 2024. 88 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock Inc. ($1.7B) and Alliancebernstein L.P. ($1.3B). 10 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Cathie Wood (0.3% of ARK Investment Management's portfolio) and Ron Baron (0.2% of Baron Capital (BAMCO)'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 → Q2 2024

InstitutionsTotal Value
New Positions88$265.8M
Exits81$286.9M

All 13F filers, Q1 2024 → Q2 2024: 11,721,142 shares bought and 12,625,782 shares sold, net −904,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 922 holders

Vanguard Group Inc. 0.05% Add +1.7% 14,391,191 $2.6B
BlackRock Inc. 0.04% Add +1.7% 9,483,092 $1.7B
Alliancebernstein L.P. 0.44% Add +2.1% 6,966,601 $1.3B
T. Rowe Price Investment Management, Inc. 0.58% Add +14.3% 5,016,536 $918.1M
Artisan Partners Limited Partnership 0.94% Reduce -35.4% 3,390,461 $620.5M
State Street Corp. 0.03% Add +1.0% 3,245,269 $593.9M
T. Rowe Price Associates Inc. 0.07% Reduce -43.1% 3,237,401 $592.5M
Geode Capital Management, LLC 0.04% Add +3.6% 2,615,429 $477.8M
FMR LLC 0.03% Reduce -8.4% 2,371,223 $434.0M
Massachusetts Financial Services Co. 0.12% Reduce -13.0% 2,153,195 $394.1M
Van Eck Associates Corp. 0.50% Reduce -0.6% 1,923,481 $352.0M
Nuveen Asset Management, LLC 0.10% Add +6.2% 1,834,878 $335.8M
Wellington Management Group LLP 0.06% Add +0.4% 1,753,762 $321.0M
Franklin Resources Inc. 0.09% Reduce -9.4% 1,588,510 $290.7M
JPMorgan Chase & Co. 0.02% Add +5.4% 1,479,691 $270.8M
Capital International Investors 0.05% Add +2.6% 1,431,499 $262.0M
Macquarie Group Ltd. 0.30% Add +5.7% 1,403,622 $256.9M
Blair William & Co. 0.76% Reduce -7.4% 1,351,717 $247.4M
Norges Bank 0.04% Reduce -14.3% 1,325,491 $242.6M
Morgan Stanley 0.02% Reduce -31.0% 1,197,382 $219.1M
Durable Capital Partners LP 1.77% Add +25.1% 1,177,095 $215.4M
Champlain Investment Partners, LLC 1.28% Add +11.6% 1,141,787 $209.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +67.8% 1,135,476 $207.8M
TD Asset Management Inc 0.18% Reduce -14.6% 1,048,182 $191.8M
Brown Capital Management LLC 3.81% Reduce -11.4% 1,031,352 $188.7M
Swedbank AB 0.25% Add +4.9% 1,031,064 $188.7M
Bank of America Corp. 0.02% Reduce -4.9% 1,007,997 $184.5M
Emergence GP Partners, LLC 85.24% No change 1,000,000 $183.0M
Generation Investment Management LLP 0.85% Add +109.7% 964,078 $176.4M
Citadel Advisors 0.17% Add +104.3% 936,180 $171.3M
Pictet Asset Management Holding SA 0.20% Add +1016.8% 935,855 $171.3M
Ownership Capital B.V. 4.57% Reduce -8.4% 922,706 $168.9M
Northern Trust Corp. 0.03% Add +5.7% 922,319 $168.8M
Legal & General Group Plc 0.05% Reduce -2.4% 919,149 $168.2M
Principal Financial Group Inc. 0.10% Add +1122.3% 912,223 $166.9M
DF Dent & Co. Inc. 2.12% Add +0.9% 894,028 $163.6M
Brown Advisory Inc. 0.21% Reduce -3.1% 877,630 $160.6M
First Trust Advisors LP 0.16% Add +13.9% 842,005 $154.1M
Bank of New York Mellon Corp 0.03% Reduce -1.2% 812,685 $148.7M
Goldman Sachs Group Inc. 0.03% Reduce -22.3% 778,355 $142.4M
Capital World Investors 0.02% Add +0.2% 766,506 $140.3M
Matrix Capital Management Company, LP 1.04% Add +50.1% 748,821 $137.0M
Linonia Partnership LP 10.53% Reduce -8.5% 725,654 $132.8M
Qube Research & Technologies Ltd 0.23% Add +88.2% 682,965 $125.0M
Charles Schwab Investment Management Inc. 0.02% Add +4.8% 661,928 $121.1M
D. E. Shaw & Co. 0.18% Add +17.8% 657,509 $120.3M
ABN AMRO Bank N.V. 1.80% Add +0.7% 642,214 $118.6M
Edmond DE Rothschild Holding S.A. 1.97% Add +33.9% 627,022 $114.8M
Allspring Global Investments Holdings, LLC 0.19% Reduce -16.4% 622,001 $113.8M
Federated Hermes, Inc. 0.26% Add +4.3% 592,187 $108.4M
Royal Bank of Canada 0.03% Add +10.6% 578,515 $105.9M
Envestnet Asset Management Inc. 0.04% Reduce -2.4% 576,792 $105.6M
Ashe Capital Management, LP 8.32% Add +78.7% 550,491 $100.7M
William Blair Investment Management, LLC 0.26% Reduce -12.0% 536,890 $98.3M
Acadian Asset Management LLC 0.30% Reduce -13.9% 532,325 $97.4M
Ameriprise Financial Inc. 0.03% Reduce -22.9% 529,777 $97.0M
Sei Investments Co. 0.14% Reduce -37.4% 520,482 $95.3M
Allianz Asset Management GmbH 0.15% Add +38.3% 510,675 $93.5M
Quantum Capital Management, LLC / NJ 10.02% Add +36.4% 484,030 $88.6M
TimesSquare Capital Management, LLC 1.36% Reduce -1.0% 471,929 $86.4M
AXA S.A. 0.25% Reduce -7.7% 459,181 $84.0M
Eagle Asset Management Inc. 0.45% Reduce -4.9% 462,200 $84.0M
Jupiter Asset Management Ltd. 0.78% Add +84.0% 453,933 $83.1M
Swiss National Bank 0.06% Reduce -1.0% 453,700 $83.0M
American Century Companies Inc. 0.05% Add +4.7% 453,505 $83.0M
AQR Capital Management 0.12% Add +48.0% 444,477 $81.3M
Baird Financial Group, Inc. 0.16% Reduce -6.3% 428,917 $78.5M
Baron Capital (BAMCO) 0.22% Reduce -9.1% 423,906 $77.6M
Panagora Asset Management Inc. 0.36% Add +46.0% 396,540 $72.6M
Riverbridge Partners LLC 0.98% Reduce -2.0% 393,222 $72.0M
Bridgewater Associates 0.37% Reduce -1.8% 388,189 $71.0M
New York State Common Retirement Fund 0.09% Reduce -12.5% 386,485 $70.7M
Frontier Capital Management Co. LLC 0.70% Add +1.0% 384,795 $70.4M
Epoch Investment Partners, Inc. 0.32% Reduce -28.5% 384,024 $70.3M
Dimensional Fund Advisors LP 0.02% Add +26.2% 378,380 $69.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.63% Add +55.5% 368,142 $68.9M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -9.0% 366,294 $67.0M
Amundi 0.02% Reduce -52.3% 355,658 $64.5M
Deutsche Bank AG 0.03% Add +2.4% 344,883 $63.1M
American Capital Management Inc. 2.01% Add +1.8% 328,248 $60.1M
Alyeska Investment Group, L.P. 0.34% New 321,815 $58.9M
Fiera Capital Corp 0.18% Reduce -14.3% 321,184 $58.8M
Loomis Sayles & Co. L P 0.08% Add +11.2% 302,137 $55.3M
Candriam S.C.A. 0.33% Add +19.8% 292,208 $53.5M
CIBC Private Wealth Group LLC 0.10% Add +13.9% 278,344 $50.9M
Peregrine Capital Management LLC 1.42% Add +1.9% 266,505 $48.8M
Martin Currie Ltd. 1.71% Reduce -21.0% 261,236 $47.8M
California State Teachers Retirement System 0.06% Add +2.0% 253,740 $46.4M
California Public Employees Retirement System 0.03% Reduce -1.2% 249,513 $45.7M
Chicago Capital, LLC 1.34% Reduce -0.2% 245,611 $44.9M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +20.2% 245,055 $44.8M
Zevenbergen Capital Investments LLC 0.95% Reduce -3.9% 241,635 $44.2M
Millennium Management 0.04% Add +116.3% 233,478 $42.7M
UBS Group AG 0.01% Add +29.0% 231,606 $42.4M
National Pension Service 0.05% Add +10.9% 222,770 $40.8M
Squarepoint Ops LLC 0.15% Add +193.7% 219,368 $40.1M
Rhumbline Advisers 0.04% Reduce -4.0% 210,925 $38.6M
Spyglass Capital Management LLC 2.82% Add +10.5% 210,606 $38.5M
Nordea Investment Management AB 0.04% Add +12.1% 207,026 $38.4M
Victory Capital Management Inc. 0.04% Reduce -12.9% 200,280 $36.7M
Skandinaviska Enskilda Banken AB (publ) 0.17% Add +545.5% 195,486 $35.8M
Nellore Capital Management LLC 5.39% Reduce -13.3% 195,178 $35.7M
Ensemble Capital Management, LLC 2.73% New 191,962 $35.1M
Wells Fargo & Company 0.01% Add +19.5% 191,225 $35.0M
Focus Partners Wealth 0.12% Add +105.1% 187,886 $34.4M
ExodusPoint Capital Management, LP 0.37% Add +618.1% 184,489 $33.8M
Worldquant Millennium Advisors LLC 0.30% New 181,034 $33.1M
E. Ohman J:or Asset Management AB 0.80% No change 176,687 $32.3M
Bellevue Group AG 0.50% Add +0.2% 168,583 $30.9M
ARK Investment Management 0.27% Reduce -10.2% 167,858 $30.7M
Invesco Ltd. 0.01% Reduce -71.1% 166,507 $30.5M
Morningstar Investment Services LLC 0.33% Reduce -0.2% 162,559 $30.1M
FIL Ltd 0.03% Add +395.1% 163,339 $29.9M
Danske Bank A/S 0.11% Reduce -13.9% 161,178 $29.5M
Robeco Institutional Asset Management B.V. 0.06% Reduce -57.3% 160,284 $29.3M
Barclays PLC 0.01% Reduce -16.4% 156,709 $28.7M
Bank of Montreal 0.01% Add +272.7% 152,697 $28.5M
Citigroup Inc. 0.03% Add +9.3% 150,836 $27.6M
Korea Investment CORP 0.07% Reduce -38.7% 150,074 $27.5M
HSBC Holdings PLC 0.02% Add +30.7% 148,502 $27.2M
Russell Investments Group, Ltd. 0.04% Reduce -17.9% 146,871 $26.9M
State Board of Administration of Florida Retirement System 0.05% Reduce -4.7% 146,803 $26.9M
Two Sigma Advisers, LP 0.06% Reduce -17.9% 145,600 $26.6M
Teacher Retirement System of Texas 0.14% Add +77.2% 138,212 $25.3M
CANADA LIFE ASSURANCE Co 0.05% Add +3.6% 137,544 $25.2M
Trexquant Investment LP 0.38% Add +3134.3% 136,744 $25.0M
NFJ Investment Group, LLC 0.69% Reduce -22.4% 122,912 $22.5M
Marshall Wace, LLP 0.03% New 118,949 $21.8M
Stifel Financial Corp. 0.02% Add +16.8% 118,516 $21.7M
Jane Street Group, LLC 0.02% Reduce -7.0% 117,069 $21.4M
Bares Capital Management, Inc. 1.03% Add +7.5% 116,599 $21.3M
Carmignac Gestion 0.36% Add +88.0% 115,793 $21.2M
Schroder Investment Management Group 0.02% Reduce -59.2% 109,930 $20.1M
Thrivent Financial for Lutherans 0.04% Reduce -5.3% 107,597 $19.7M
Raymond James & Associates 0.01% Add +19.4% 106,241 $19.4M
AEGON ASSET MANAGEMENT UK Plc 0.27% Add +280.9% 106,199 $19.4M
Twin Tree Management, LP 0.57% New 105,118 $19.2M
North Star Asset Management Inc. 0.91% Add +20.3% 104,248 $19.1M
Kornitzer Capital Management Inc. 0.36% Add +0.2% 103,988 $19.0M
Manufacturers Life Insurance Company, The 0.02% Reduce -31.1% 102,166 $18.7M
KBC Group NV 0.06% Reduce -31.9% 102,015 $18.7M
Rockland Trust Co. 0.97% Add +11.2% 101,057 $18.5M
APG Asset Management N.V. 0.03% Reduce -26.1% 106,530 $18.2M
Cercano Management LLC 0.48% Add +5.4% 99,167 $18.1M
LPL Financial LLC 0.01% Add +10.2% 98,516 $18.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +8.2% 92,118 $16.9M
Abn Amro Investment Solutions 0.31% Reduce -3.1% 92,116 $16.9M
Intech Investment Management LLC 0.21% Add +1186.6% 91,659 $16.8M
BNP Paribas Financial Markets 0.02% Add +2.9% 91,585 $16.8M
Canada Pension Plan Investment Board 0.02% Add +293.5% 90,227 $16.5M
US Bancorp \de 0.02% Add +240.3% 89,401 $16.4M
Cetera Investment Advisers 0.04% Reduce -2.0% 84,697 $15.5M
Capital Investment Services of America, Inc. 1.49% Add +4.3% 84,388 $15.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -60.1% 83,976 $15.4M
Ninety One UK Ltd 0.04% Reduce -5.2% 83,338 $15.3M
Ancora Advisors LLC 0.37% Add +22.2% 81,925 $15.0M
State of Wisconsin Investment Board 0.04% Reduce -0.4% 81,219 $14.9M
Smith Group Asset Management, LLC 1.31% Reduce -40.2% 80,741 $14.8M
Nicholas Company, Inc. 0.25% Reduce -0.0% 80,595 $14.7M
Truist Financial Corp. 0.02% Reduce -2.2% 80,414 $14.7M
LGT Group Foundation 0.23% Add +18.7% 79,787 $14.6M
Fred Alger Management, LLC 0.07% Reduce -49.3% 79,245 $14.5M
Cerity Partners LLC 0.04% Reduce -5.7% 79,049 $14.5M
Thomasville National Bank 1.15% Add +3.3% 78,277 $14.3M
Montanaro Asset Management Ltd 2.60% No change 76,350 $14.0M
Oppenheimer Asset Management Inc. 0.18% Add +10.9% 75,267 $13.8M
Voya Investment Management LLC 0.02% Add +18.7% 75,201 $13.8M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -3.5% 73,312 $13.4M
Hancock Whitney Corp. 0.45% Add +29.7% 72,806 $13.3M
Crestline Management, L.P. 1.04% New 72,113 $13.2M
NS Partners Ltd 0.57% Add +0.2% 68,643 $12.6M
MML Investors Services, LLC 0.05% Reduce -16.3% 67,918 $12.4M
Peapack Gladstone Financial Corp. 0.19% Add +93.0% 66,406 $12.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -16.1% 66,220 $12.1M
Treasurer of the State of North Carolina 0.05% Reduce -2.5% 65,992 $12.1M
Natixis Advisors, LLC 0.03% Add +0.1% 65,686 $12.0M
Public Employees Retirement System of Ohio 0.05% Reduce -1.7% 64,872 $11.9M
Royal London Asset Management Ltd. 0.03% Add +0.4% 64,856 $11.9M
Williams Jones Wealth Management, LLC. 0.15% Add +11.8% 64,325 $11.8M
Allen Investment Management, LLC 0.14% Add +9.8% 63,693 $11.7M
Andra AP-fonden 0.19% Add +110.7% 63,000 $11.5M
Ensign Peak Advisors, Inc 0.02% Reduce -4.0% 61,977 $11.3M
Stephens Investment Management Group LLC 0.16% Add +30.8% 61,514 $11.3M
Moran Wealth Management, LLC 0.37% Add +4.7% 60,736 $11.1M
Ithaka Group LLC 2.04% Reduce -3.8% 60,298 $11.0M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -2.8% 60,100 $11.0M
Arcadia Investment Management Corp. 1.86% Add +27.8% 59,448 $10.9M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -14.7% 55,799 $10.2M
State of New Jersey Common Pension Fund D 0.04% Reduce -36.2% 55,603 $10.2M
STRS Ohio 0.04% Reduce -59.5% 55,200 $10.1M
Asset Management One Co., Ltd. 0.04% Reduce -3.0% 54,986 $10.1M
Lyell Wealth Management, LP 0.95% Reduce -8.0% 54,345 $9.9M
Man Group plc 0.03% Add +120.6% 54,109 $9.9M
DekaBank Deutsche Girozentrale 0.02% Reduce -23.4% 52,411 $9.7M
Prudential PLC 0.07% Add +17.4% 52,651 $9.6M
Oberndorf William E 16.30% Add +22.0% 50,780 $9.3M
ICICI Prudential Asset Management Co Ltd 1.09% Add +40.0% 50,306 $9.2M
Baillie Gifford & Co. 0.01% Reduce -12.4% 50,154 $9.2M
Bright Rock Capital Management, LLC 1.93% Add +85.2% 50,000 $9.2M
Old National Bancorp 0.21% Add +1.5% 48,969 $9.0M
Sand Hill Global Advisors, LLC 0.41% New 48,820 $8.9M
Resona Asset Management Co.,Ltd. 0.05% Reduce -6.3% 46,905 $8.6M
Storebrand Asset Management As 0.03% Add +1.4% 46,484 $8.5M
Washington Trust Advisors, Inc. 0.77% Add +10.0% 46,031 $8.4M
NorthCrest Asset Manangement, LLC 0.28% Add +4.3% 45,622 $8.3M
Sycomore Asset Management 1.46% New 45,033 $8.3M
Arizona State Retirement System 0.05% Add +1.2% 44,428 $8.1M
APG Asset Management US Inc. 0.05% Add +2.3% 44,747 $8.1M
Cary Street Partners Investment Advisory LLC 0.33% Reduce -0.4% 44,092 $8.1M
Pinebridge Investments, L.P. 0.06% Reduce -54.8% 43,914 $8.0M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.09% — 42,269 $7.7M
Susquehanna Fundamental Investments, LLC 0.18% Reduce -50.5% 41,950 $7.7M
Nomura Asset Management Co. Ltd. 0.03% Reduce -38.0% 41,438 $7.6M
EFG Asset Management (North America) Corp. 1.28% Reduce -6.1% 40,541 $7.4M
Avalon Global Asset Management LLC 2.18% Add +0.5% 40,200 $7.4M
Rockefeller Capital Management L.P. 0.02% Reduce -20.0% 39,453 $7.2M
Mediolanum International Funds Ltd 0.12% Add +88.7% 41,325 $7.1M
Jackson Square Partners, LLC 0.43% Reduce -10.2% 38,575 $7.1M
Parkwood LLC 0.88% Reduce -0.9% 38,569 $7.1M
Creative Planning 0.01% Add +21.4% 37,579 $6.9M
Gateway Investment Advisers LLC 0.08% Reduce -12.8% 37,528 $6.9M
Azimuth Capital Investment Management LLC 0.27% Add +0.2% 36,575 $6.7M
Two Sigma Investments, LP 0.02% Reduce -62.3% 35,943 $6.6M
Amova Asset Management Americas, Inc. 0.07% Reduce -15.0% 34,732 $6.4M
Caisse de depot et placement du Quebec 0.02% Add +1160.3% 34,557 $6.3M
Handelsbanken Fonder AB 0.03% Reduce -82.4% 34,025 $6.2M
Bell Asset Management Ltd 0.87% Add +36.2% 33,904 $6.2M
Lazard Asset Management LLC 0.01% Reduce -8.4% 33,455 $6.1M
Assetmark, Inc. 0.02% Add +7.8% 32,916 $6.0M
Torray Investment Partners LLC 0.89% Add +44.5% 32,714 $6.0M
Y.D. More Investments Ltd 0.61% Add +53.3% 32,633 $6.0M
1623 Capital LLC 3.45% Add +0.3% 31,778 $5.8M
Dynamic Technology Lab Private Ltd 0.65% New 31,579 $5.8M
Ilmarinen Mutual Pension Insurance Co 0.07% Reduce -45.2% 31,533 $5.8M
Covea Finance 0.26% No change 31,400 $5.7M
Assenagon Asset Management S.A. 0.01% Reduce -63.7% 31,117 $5.7M
La Financiere DE L'echiquier 0.25% Reduce -42.8% 31,048 $5.7M
Susquehanna International Group, LLP 0.01% Reduce -37.9% 30,395 $5.6M
Ninety One North America, Inc. 0.28% Reduce -6.1% 30,394 $5.6M
Merit Financial Group, LLC 0.12% Add +4.3% 30,375 $5.6M
Envestnet Portfolio Solutions, Inc. 0.02% Add +44.9% 29,782 $5.5M
USS Investment Management Ltd 0.04% Add +2.2% 29,446 $5.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Add +0.6% 29,363 $5.4M
IFM Investors Pty Ltd 0.05% Add +1.5% 29,377 $5.4M
Forsta Ap-Fonden 0.05% Reduce -9.7% 28,800 $5.3M
PNC Financial Services Group, Inc. 0.00% Reduce -4.4% 28,635 $5.2M
Exchange Capital Management, Inc. 0.84% Reduce -3.1% 28,294 $5.2M
Azzad Asset Management Inc. 0.61% Reduce -0.3% 28,242 $5.2M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +2451.3% 28,064 $5.1M
Janney Montgomery Scott LLC 0.02% Reduce -37.4% 27,868 $5.1M
Neo Ivy Capital Management 1.00% — 27,744 $5.1M
Commonwealth Equity Services, LLC 0.01% Reduce -2.0% 27,606 $5.1M
Mark Sheptoff Financial Planning, LLC 2.82% Reduce -2.3% 27,532 $5.0M
Synovus Financial Corp. 0.07% Add +36.6% 27,409 $5.0M
Xponance LLC 0.05% Add +0.5% 26,856 $4.9M
Mariner, LLC 0.01% Add +20.7% 26,723 $4.9M
Graham Capital Management, L.P. 0.30% Add +734.9% 26,323 $4.8M
Trust Co of Kansas 2.44% Add +3.3% 25,467 $4.7M
Capital Investment Counsel, Inc 0.70% Add +335.6% 25,262 $4.6M
Guggenheim Capital LLC 0.03% Reduce -0.5% 24,990 $4.6M
Selective Wealth Management, Inc. 2.00% Reduce -6.0% 24,935 $4.5M
Utah Retirement Systems 0.05% Reduce -2.8% 24,313 $4.4M
DNB Asset Management AS 0.02% Reduce -29.8% 24,152 $4.4M
Mission Wealth Management, LP 0.12% Reduce -5.2% 23,900 $4.4M
Calamos Wealth Management LLC 0.23% Reduce -32.2% 23,174 $4.2M
Bank Hapoalim BM 0.62% Add +3.9% 22,925 $4.2M
Osaic Holdings, Inc. 0.01% Add +5.5% 22,665 $4.1M
CenterBook Partners LP 0.26% New 22,460 $4.1M
Vontobel Holding Ltd. 0.01% Add +55.8% 22,449 $4.1M
Yarbrough Capital, LLC 0.17% Reduce -3.0% 22,302 $4.1M
Evergreen Capital Management LLC 0.15% Add +1.9% 22,157 $4.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +27.1% 21,990 $4.0M
Public Employees Retirement Association of Colorado 0.02% Reduce -2.4% 21,385 $3.9M
Jensen Investment Management Inc. 0.03% New 21,230 $3.9M
Bristlecone Advisors, LLC 0.33% Add +2.7% 21,043 $3.9M
Legal Advantage Investments, Inc. 2.20% No change 20,840 $3.8M
Summit Partners Public Asset Management, LLC 0.17% No change 20,000 $3.7M
Strategic Planning Group, LLC 0.79% Add +53.1% 19,847 $3.6M
Nisa Investment Advisors, LLC 0.02% Reduce -30.5% 19,834 $3.6M
Brown, Lisle/Cummings, Inc. 1.18% Reduce -0.5% 19,748 $3.6M
Teza Capital Management LLC 0.44% New 19,632 $3.6M
Faithward Advisors, LLC 0.64% Add +1.4% 19,438 $3.6M
Engineers Gate Manager LP 0.08% Add +105.2% 19,436 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Add +2.6% 19,174 $3.5M
Ontario Teachers Pension Plan Board 0.03% Add +28.1% 18,802 $3.4M
Pearl River Capital, LLC 0.54% Add +15.7% 18,691 $3.4M
Himension Capital (singapore) Pte. LTD. 0.24% New 18,355 $3.4M
Arthur M. Cohen & Associates, LLC 0.61% Add +8.8% 18,305 $3.3M
UniSuper Management Pty Ltd 0.03% Add +726.0% 18,173 $3.3M
Swiss Life Asset Management Ltd 0.04% Reduce -0.5% 18,140 $3.3M
EFG Asset Management (Americas) Corp. 0.65% Add +42.4% 18,135 $3.3M
Comerica Bank 0.01% Reduce -3.6% 17,940 $3.3M
Davidson Capital Management Inc. 0.98% Add +52.2% 17,355 $3.2M
M&T Bank Corp 0.01% Add +2.3% 17,305 $3.2M
Paragon Advisors, LLC 1.14% Add +28.0% 17,148 $3.1M
Park Avenue Securities LLC 0.04% Reduce -4.4% 17,055 $3.1M
Achmea Investment Management B.V. 0.06% Add +17.1% 16,965 $3.1M
HighTower Advisors, LLC 0.00% New 16,731 $3.0M
Inspire Investing, LLC 0.35% Reduce -29.0% 16,596 $3.0M
Aviva PLC 0.01% Add +70.3% 16,295 $3.0M
First Foundation Advisors 0.11% Add +12.8% 16,231 $3.0M
Aberdeen Group plc 0.01% Reduce -68.1% 16,150 $3.0M
Sequoia Financial Advisors, LLC 0.04% Add +7.0% 15,899 $2.9M
Sienna Gestion 0.26% No change 15,795 $2.9M
Lockheed Martin Investment Management Co. 0.17% Add +115.3% 26,010 $2.9M
Bokf, NA 0.05% Add +0.8% 15,497 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 15,490 $2.8M
Platinum Investment Management Ltd. 0.11% Add +13.8% 15,487 $2.8M
Cardinal Capital Management 0.48% Add +2.9% 15,452 $2.8M
GTS Securities LLC 0.06% Add +68.5% 15,093 $2.8M
Apella Capital, LLC 0.12% Reduce -0.0% 14,773 $2.7M
Goodman Advisory Group, LLC 0.80% Reduce -7.8% 14,665 $2.7M
Snider Financial Group 1.03% Add +3.7% 14,609 $2.7M
Exchange Traded Concepts, LLC 0.07% Reduce -26.8% 14,582 $2.7M
Texas Yale Capital Corp. 0.13% No change 14,512 $2.7M
Toronto Dominion Bank 0.00% Reduce -6.5% 14,507 $2.7M
Fort Point Capital Partners LLC 0.34% New 14,257 $2.6M
Twinbeech Capital LP 0.05% Add +17.4% 14,164 $2.6M
Elo Mutual Pension Insurance Co 0.06% Add +0.5% 14,047 $2.6M
Blue Zone Wealth Advisors, LLC 0.88% Add +3.5% 13,999 $2.6M
Capital Fund Management S.A. 0.03% New 13,980 $2.6M
Old North State Wealth Management, LLC 1.68% Add +18.4% 13,936 $2.6M
Diversified Trust Co. 0.07% Add +4.8% 13,845 $2.5M
Centiva Capital, LP 0.12% Add +97.8% 13,636 $2.5M
Entropy Technologies, LP 0.27% Add +617.4% 13,552 $2.5M
Rafferty Asset Management, LLC 0.01% Add +9.0% 13,224 $2.4M
Atria Investments, Inc 0.03% Add +8.8% 13,188 $2.4M
Scotia Capital Inc. 0.01% Add +56.1% 13,135 $2.4M
Atria Wealth Solutions, Inc. 0.03% Reduce -11.5% 13,068 $2.4M
DAVENPORT & Co LLC 0.01% Add +1.3% 12,730 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Reduce -0.1% 12,668 $2.3M
Investment Research & Advisory Group, Inc. 1.03% Add +9.1% 12,637 $2.3M
Tidal Investments LLC 0.03% Add +55.7% 12,606 $2.3M
Axq Capital, LP 0.53% Add +72.2% 12,395 $2.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +30.4% 12,363 $2.3M
LGT Fund Management Co Ltd. 0.28% Add +216.6% 12,289 $2.2M
Fairman Group, LLC 2.28% No change 12,287 $2.2M
AE Wealth Management LLC 0.02% Reduce -5.7% 12,209 $2.2M
William Allan Corp 1.49% Add +7.2% 12,203 $2.2M
Slow Capital, Inc. 0.36% Add +1.1% 12,154 $2.2M
Gulf International Bank (UK) Ltd 0.06% No change 12,083 $2.2M
Linden Thomas Advisory Services, LLC 0.34% Add +13.7% 11,929 $2.2M
Scientech Research LLC 0.45% Add +380.3% 11,906 $2.2M
Principal Securities, Inc. 0.06% Add +13.7% 11,889 $2.2M
Boomfish Wealth Group, LLC 1.40% Add +19.1% 11,824 $2.2M
Headlands Technologies LLC 0.23% Add +2796.1% 11,787 $2.2M
Gotham Asset Management 0.03% New 11,759 $2.2M
Clearbridge Investments, LLC 0.00% Add +0.5% 11,682 $2.1M
Prudential Financial Inc. 0.00% Reduce -87.5% 11,619 $2.1M
Reynders McVeigh Capital Management, LLC 0.12% Reduce -21.7% 11,503 $2.1M
Maven Securities LTD 0.33% Add +84.0% 11,466 $2.1M
Maryland State Retirement & Pension System 0.04% No change 11,365 $2.1M
Cornercap Investment Counsel Inc. 0.33% New 11,228 $2.1M
Ethic Inc. 0.05% Reduce -9.8% 11,189 $2.0M
Walleye Capital LLC 0.02% Reduce -58.6% 11,147 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +122.2% 11,116 $2.0M
Nwam LLC 0.60% Add +0.0% 11,106 $2.0M
Bridgeway Capital Management, LLC 0.05% Reduce -55.4% 11,050 $2.0M
Quantbot Technologies LP 0.10% Add +217.5% 10,951 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Add +83.4% 10,936 $2.0M
Los Angeles Capital Management LLC 0.01% Reduce -92.5% 10,920 $2.0M
Kingsview Wealth Management, LLC 0.05% Reduce -7.1% 10,750 $2.0M
Linscomb Wealth, Inc. 0.10% Add +33.1% 10,610 $1.9M
Daiwa Securities Group Inc. 0.01% Add +5.0% 10,606 $1.9M
Gilder Gagnon Howe & Co. LLC 0.02% Reduce -2.0% 10,600 $1.9M
Girard Partners LTD. 0.18% Reduce -1.9% 10,555 $1.9M
Corient Private Wealth LP 0.00% Reduce -2.0% 10,507 $1.9M
Pitcairn Co. 0.12% Add +2.7% 10,475 $1.9M
Knollwood Investment Advisory, LLC 0.21% Add +680.5% 10,420 $1.9M
Vanguard Personalized Indexing Management, LLC 0.04% Add +8.6% 10,388 $1.9M
Silvant Capital Management LLC 0.08% No change 10,373 $1.9M
Janus Henderson Group PLC 0.00% Reduce -31.6% 10,286 $1.9M
MBB Public Markets I LLC 0.04% Add +901.2% 10,252 $1.9M
Oak Associates Ltd. 0.12% No change 10,221 $1.9M
Allen Capital Group, LLC 0.26% Add +30.4% 10,085 $1.8M
Resolute Capital Asset Partners LLC 1.05% New 10,000 $1.8M
Mackenzie Financial Corp. 0.00% Add +15.5% 9,970 $1.8M
Amalgamated Bank 0.02% Add +2.1% 9,968 $1.8M
Y-Intercept (Hong Kong) Ltd 0.10% New 9,964 $1.8M
National Philanthropic Trust 0.03% Reduce -13.3% 9,794 $1.8M
Tudor Investment Corporation 0.02% New 9,774 $1.8M
Pathstone Holdings, LLC 0.01% Add +1.8% 9,773 $1.8M
PKO Investment Management Joint-Stock Co 0.22% New 9,600 $1.8M
CGN Advisors LLC 0.20% Add +23.3% 9,539 $1.7M
Zacks Investment Management 0.02% Reduce -68.3% 9,484 $1.7M
MetLife Investment Management, LLC 0.01% Add +7.6% 9,481 $1.7M
Mirador Capital Partners LP 0.32% Reduce -5.8% 9,438 $1.7M
FourThought Financial Partners, LLC 0.22% New 9,373 $1.7M
QRG Capital Management, Inc. 0.02% Reduce -56.3% 9,323 $1.7M
Sandy Spring Bank 0.07% Reduce -16.6% 9,235 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -49.6% 9,180 $1.7M
Profund Advisors LLC 0.06% Add +2.7% 9,161 $1.7M
Hunting Hill Global Capital, LLC 0.82% No change 9,062 $1.7M
Private Advisor Group, LLC 0.01% Add +6.0% 8,996 $1.6M
HRT Financial LP 0.01% New 8,961 $1.6M
Voya Financial Advisors, Inc. 0.18% Add +2.5% 8,797 $1.6M
Welch & Forbes LLC 0.02% Add +1.5% 8,826 $1.6M
Greenfield Seitz Capital Management, LLC 0.60% Add +15.6% 8,793 $1.6M
Sheaff Brock Investment Advisors, LLC 0.15% Reduce -8.6% 8,789 $1.6M
Orion Capital Management LLC 0.83% Reduce -1.1% 8,660 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +435.9% 8,531 $1.6M
Clear Harbor Asset Management, LLC 0.14% Reduce -12.5% 8,455 $1.5M
Fifth Third Bancorp 0.01% Reduce -4.9% 8,341 $1.5M
Cibc World Markets Corp. 0.01% Add +31.9% 8,263 $1.5M
Fiduciary Trust Co 0.02% Reduce -0.3% 8,218 $1.5M
Whittier Trust Co. of Nevada Inc. 0.04% No change 8,151 $1.5M
Walkner Condon Financial Advisors LLC 0.32% Reduce -0.1% 8,043 $1.5M
Landscape Capital Management, L.L.C. 0.12% New 7,958 $1.5M
Ieq Capital, LLC 0.02% Add +15.7% 7,940 $1.5M
Independent Financial Group, LLC 0.06% Reduce -3.0% 7,903 $1.4M
Kestra Advisory Services, LLC 0.01% Add +6.6% 7,951 $1.4M
Cunning Capital Partners, LP 0.79% No change 7,715 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +0.7% 7,668 $1.4M
Orion Portfolio Solutions, LLC 0.01% Add +0.7% 7,668 $1.4M
PEAK6 Investments LLC 0.07% Add +56.1% 7,656 $1.4M
Hartline Investment Corp./ 0.19% New 7,631 $1.4M
Altrafin AG 0.51% Reduce -19.1% 7,600 $1.4M
Alps Advisors Inc. 0.01% Add +2.7% 7,555 $1.4M
Regions Financial Corp. 0.01% Reduce -16.7% 7,519 $1.4M
Fortis Capital Advisors, LLC 0.50% Add +23.0% 7,508 $1.4M
Belpointe Asset Management LLC 0.10% Add +23.0% 7,508 $1.4M
SYSTM Wealth Solutions LLC 0.30% Reduce -44.5% 7,379 $1.4M
Harrington Investments, INC 0.75% Add +1.4% 7,256 $1.3M
Global Retirement Partners, LLC 0.04% Add +31.2% 7,215 $1.3M
Captrust Financial Advisors 0.00% Reduce -4.3% 7,120 $1.3M
Cresset Asset Management, LLC 0.01% Reduce -1.5% 7,093 $1.3M
Paces Ferry Wealth Advisors, LLC 0.78% Add +0.2% 7,041 $1.3M
Maverick Capital 0.02% Add +130.4% 7,001 $1.3M
Peninsula Wealth, LLC 0.24% Reduce -12.7% 6,807 $1.3M
Mercer Global Advisors Inc. 0.00% Reduce -56.3% 6,980 $1.3M
Leelyn Smith, LLC 0.24% Add +12.7% 6,928 $1.3M
Hikari Tsushin, Inc. 0.10% New 6,885 $1.3M
Motley Fool Asset Management LLC 0.08% Add +29.5% 6,928 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.19% Add +24.9% 6,876 $1.3M
Sherbrooke Park Advisers LLC 0.22% New 6,817 $1.2M
Schechter Investment Advisors, LLC 0.09% Reduce -0.8% 6,788 $1.2M
Leonteq Securities AG 0.17% Add +41.0% 6,759 $1.2M
Sanctuary Advisors, LLC 0.01% — 6,129 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -37.8% 6,687 $1.2M
OV Management LLC 0.85% Add +1.0% 6,659 $1.2M
New York State Teachers Retirement System 0.00% No change 6,645 $1.2M
Patten Group, Inc. 0.28% Add +17.2% 6,554 $1.2M
National Bank of Canada 0.00% Reduce -78.2% 6,494 $1.2M
Aquatic Capital Management LLC 0.04% New 6,400 $1.2M
Plato Investment Management Ltd 0.11% Add +19.5% 6,349 $1.2M
Cim, LLC 0.17% Add +4.3% 5,364 $1.2M
Vinva Investment Management Ltd 0.06% Reduce -16.7% 6,211 $1.1M
Barbara Oil Co. 0.49% No change 6,180 $1.1M
Decatur Capital Management, Inc. 0.55% Add +3.7% 6,177 $1.1M
M&G PLC 0.01% Add +21.7% 6,128 $1.1M
Nia Impact Advisors, LLC 0.40% Add +2.5% 6,119 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Add +2.9% 6,112 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Add +465.6% 6,074 $1.1M
NewEdge Advisors, LLC 0.01% Reduce -12.0% 6,072 $1.1M
Commerce Bank 0.01% Add +4.2% 6,065 $1.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Add +313.5% 5,942 $1.1M
GLOBALT Investments LLC / GA 0.04% Reduce -2.5% 5,950 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +117.8% 5,891 $1.1M
J. Safra Sarasin Holding AG 0.02% — 5,852 $1.1M
Stevard, LLC 0.92% No change 5,845 $1.1M
Liberty Capital Management, Inc. 0.25% Add +18.0% 5,840 $1.1M
Bank of Nova Scotia 0.00% Reduce -2.1% 5,815 $1.1M
Triangle Securities Wealth Management 0.30% Add +2.9% 5,800 $1.1M
Trilogy Capital Inc. 0.06% Add +228.0% 5,799 $1.1M
Choreo, LLC 0.02% New 5,763 $1.0M
Schonfeld Strategic Advisors LLC 0.01% New 5,702 $1.0M
Legato Capital Management LLC 0.14% No change 5,700 $1.0M
Pacer Advisors, Inc. 0.00% Add +31.4% 5,688 $1.0M
Bell Bank 0.09% Reduce -17.2% 5,637 $1.0M
Arax Advisory Partners 0.10% Add +11.2% 5,520 $1.0M
Argent Trust Co 0.04% Add +12.6% 5,498 $1.0M
Peloton Wealth Strategists 0.42% Add +2.8% 5,495 $1.0M
D.A. Davidson & Co. 0.01% Add +2.1% 5,494 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Reduce -22.9% 5,471 $1.0M
CIBC Asset Management Inc 0.00% Add +14.9% 5,347 $979K
Banque Cantonale Vaudoise 0.04% Add +70.1% 5,316 $974K
OMERS ADMINISTRATION Corp 0.01% New 5,322 $974K
Benjamin F. Edwards & Company, Inc. 0.02% Reduce -5.6% 5,204 $952K
Hohimer Wealth Management, LLC 0.22% New 5,083 $930K
Semmax Financial Advisors Inc. 0.28% Add +12.1% 4,847 $922K
LBP Am SA 0.04% New 5,006 $916K
Verdence Capital Advisors LLC 0.08% Add +7.0% 4,835 $885K
Martingale Asset Management L P 0.02% Add +13.2% 4,815 $881K
Tower Research Capital LLC (TRC) 0.01% Add +245.4% 4,794 $877K
Archford Capital Strategies, LLC 0.14% Add +3.4% 4,777 $874K
Unique Wealth Strategies, LLC 0.41% No change 3,737 $866K
Jump Financial, LLC 0.02% New 4,631 $848K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% No change 4,570 $836K
Sapient Capital LLC 0.02% Reduce -0.3% 4,550 $833K
Ostrum Asset Management 0.07% Add +8.8% 4,543 $831K
Metis Global Partners, LLC 0.03% Add +4.2% 4,473 $819K
Quantinno Capital Management LP 0.01% Add +12.2% 4,453 $815K
Versor Investments LP 0.15% New 4,449 $814K
Campbell & CO Investment Adviser LLC 0.07% New 4,449 $814K
Walleye Trading LLC 0.02% New 4,413 $808K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.30% No change 4,310 $789K
Deerfield Management Company, L.P. 0.02% Add +266.2% 4,292 $785K
Two Sigma Securities, LLC 0.04% Reduce -44.7% 4,282 $784K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +6.8% 4,257 $779K
GraniteShares Advisors LLC 0.26% Add +32.8% 4,209 $770K
nVerses Capital, LLC 0.46% Add +425.0% 4,200 $769K
Cwm, LLC 0.00% Add +41.5% 4,196 $768K
Virtus Advisers, LLC 0.38% Add +17.3% 4,196 $768K
Lecap Asset Management Ltd. 0.17% New 4,181 $765K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +33.5% 4,181 $765K
Shaker Investments LLC 0.33% Reduce -0.7% 4,120 $754K
Empowered Funds, LLC 0.01% Reduce -12.8% 4,079 $746K
SkyOak Wealth, LLC 0.17% No change 4,075 $746K
Farther Finance Advisors, LLC 0.04% Add +87.2% 4,063 $738K
Bleakley Financial Group, LLC 0.02% Add +1.8% 4,031 $738K
Simplicity Wealth,LLC 0.02% Add +1.7% 4,029 $737K
AlphaQuest LLC 0.10% Add +192.5% 3,984 $729K
Hills Bank & Trust Co 0.06% Reduce -2.6% 3,950 $723K
Brandywine Managers, LLC 0.76% No change 3,919 $717K
Credit Agricole S A 0.00% Add +955.4% 3,905 $715K
Qtron Investments LLC 0.10% No change 3,896 $713K
MYDA Advisors LLC 0.22% Add +62.8% 3,890 $712K
First Bank & Trust 0.14% Reduce -12.8% 3,881 $710K
Clearstead Advisors, LLC 0.01% Add +2133.5% 3,864 $707K
Shepherd Financial Partners LLC 0.09% Add +0.7% 3,690 $675K
Legacy Advisors, LLC 0.08% Add +3.0% 3,688 $675K
Rovin Capital /Ut/ 0.28% Add +29.0% 3,669 $671K
Curi Capital, LLC 0.02% Reduce -39.5% 3,648 $668K
Kestra Private Wealth Services, LLC 0.01% Add +4.4% 3,629 $664K
Farallon Capital Management, L.L.C. 0.00% New 3,622 $663K
Advisory Services Network, LLC 0.01% Reduce -19.0% 3,583 $656K
Cornell Pochily Investment Advisors, Inc. 0.25% Reduce -2.8% 3,578 $655K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +61.0% 3,572 $654K
Dana Investment Advisors, Inc. 0.02% Reduce -14.5% 3,530 $646K
Townsquare Capital LLC 0.01% Add +26.8% 3,509 $642K
Cherry Creek Investment Advisors, Inc. 0.33% Reduce -45.1% 3,453 $632K
TFB Advisors LLC 0.21% Add +0.2% 3,448 $631K
Geneos Wealth Management Inc. 0.03% Add +5.5% 3,417 $625K
Columbia Bank 0.24% Add +9.0% 3,403 $623K
Montag & Caldwell, LLC 0.13% Add +3.4% 3,395 $621K
Investment Management Corp of Ontario 0.02% Add +36.1% 3,394 $621K
Sigma Planning Corp 0.02% Reduce -0.3% 3,378 $618K
Bank of Hawaii 0.03% No change 3,354 $614K
First Commonwealth Financial Corp 0.16% No change 3,350 $613K
Suncoast Equity Management 0.07% Add +3.6% 3,303 $604K
Circle Wealth Management, LLC 0.01% New 3,288 $602K
SpiderRock Advisors, LLC 0.02% Add +15.5% 3,236 $592K
Conestoga Capital Advisors, LLC 0.01% Reduce -0.6% 3,209 $587K
Advisors Capital Management, LLC 0.01% Add +7.7% 3,175 $581K
Jamison Private Wealth Management, Inc. 0.10% No change 3,149 $576K
Greystone Financial Group, LLC 0.11% Add +69.3% 3,136 $574K
Snowden Capital Advisors LLC 0.02% Reduce -16.2% 3,128 $572K
Hutchinson Capital Management 0.12% Add +0.1% 3,121 $571K
Ossiam 0.01% Add +23.2% 3,096 $567K
Illinois Municipal Retirement Fund 0.01% Reduce -42.7% 3,093 $566K
Citizens Financial Group Inc. 0.01% New 3,077 $563K
Maia Wealth LLC 0.17% — 3,017 $560K
Petrus Trust Company, LTA 0.05% New 3,040 $556K
HF Advisory Group, LLC 0.29% Add +108.8% 3,017 $552K
Harbert Fund Advisors, LLC 0.44% New 3,000 $549K
Compound Planning, Inc. 0.04% Add +13.3% 2,999 $549K
Corebridge Financial, Inc. 0.00% — 2,934 $537K
KCM Investment Advisors LLC 0.02% No change 2,917 $534K
Natixis 0.00% Reduce -19.0% 2,882 $527K
Concourse Financial Group Securities, Inc. 0.03% Reduce -8.4% 2,868 $525K
Mfa Wealth Advisors, LLC 0.11% Reduce -57.2% 2,864 $524K
TD Private Client Wealth LLC 0.02% Reduce -0.9% 2,864 $524K
Baader Bank Aktiengesellschaft 0.04% No change 2,850 $522K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -41.9% 2,840 $520K
XTX Topco Ltd 0.04% Reduce -38.2% 2,837 $519K
Emerald Advisers, LLC 0.02% Reduce -21.8% 2,834 $519K
Vident Advisory, LLC 0.01% Add +20.0% 2,827 $517K
Verition Fund Management LLC 0.00% Add +65.9% 2,819 $516K
Annandale Capital, LLC 0.11% New 2,800 $512K
Fox Run Management, L.L.C. 0.10% Reduce -59.3% 2,794 $511K
Wolverine Trading, LLC 0.01% New 2,776 $508K
Strategic Advisors LLC 0.10% Add +0.9% 2,757 $505K
Hikari Power Ltd 0.05% Add +36.5% 2,730 $500K
Vestcor Inc 0.02% No change 2,720 $498K
First American Bank 0.04% Reduce -1.9% 2,690 $492K
Arkadios Wealth Advisors 0.03% No change 2,648 $485K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -1.6% 2,646 $484K
Baron Wealth Management LLC 0.25% Reduce -0.6% 2,645 $484K
Meeder Advisory Services, Inc. 0.03% Add +26.6% 2,630 $481K
Neuberger Berman Group LLC 0.00% Reduce -94.0% 2,625 $480K
Regal Investment Advisors LLC 0.03% Add +42.9% 2,535 $464K
Bard Financial Services, Inc. 0.05% Add +1.0% 2,525 $462K
1834 Investment Advisors Co. 0.06% Add +22.4% 2,515 $460K
Foundations Investment Advisors, LLC 0.01% Add +5.9% 2,503 $458K
Shay Capital LLC 0.13% Reduce -50.0% 2,500 $458K
Machina Capital S.A.S. 0.20% Add +20.6% 2,497 $457K
Wealthfront Advisers LLC 0.00% Reduce -15.8% 2,494 $456K
Coldstream Capital Management Inc. 0.01% Reduce -3.6% 2,492 $456K
World Equity Group, Inc. 0.14% Reduce -49.3% 2,477 $453K
Groupama Asset Managment 0.01% No change 2,472 $452K
Copperleaf Capital, LLC 0.36% Add +4.4% 2,462 $451K
Flagship Harbor Advisors, LLC 0.03% Reduce -4.4% 2,435 $446K
Malaga Cove Capital, LLC 0.18% Reduce -2.1% 2,430 $445K
Apollon Wealth Management, LLC 0.01% Reduce -4.4% 2,408 $441K
Roberts Capital Advisors, LLC 0.41% No change 1,864 $432K
Cape Investment Advisory, Inc. 0.19% Add +3.5% 2,350 $430K
Siemens Fonds Invest GmbH 0.03% No change 2,350 $430K
Cibc World Market Inc. 0.00% Add +9.5% 2,348 $430K
Globeflex Capital L P 0.04% No change 2,347 $430K
Wedbush Securities Inc. 0.02% Reduce -39.2% 2,344 $429K
First Manhattan Co. Llc. 0.00% Add +0.0% 2,301 $421K
Capula Management Ltd 0.00% New 2,295 $420K
Mutual of America Capital Management LLC 0.00% No change 2,269 $415K
Rakuten Investment Management, Inc. 0.00% Add +57.4% 2,242 $415K
New York Life Investment Management LLC 0.00% Reduce -9.8% 2,265 $415K
Lion Street Advisors, LLC 0.15% Add +4.4% 2,264 $414K
HighPoint Advisor Group LLC 0.02% Add +7.9% 2,113 $409K
LRT Capital Management, LLC 0.38% Add +34.5% 2,228 $408K
Drucker Wealth 3.0, LLC 0.11% — 2,202 $403K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +20.9% 2,202 $403K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Add +1000.0% 2,200 $402K
Correct Capital Wealth Management 0.09% Add +24.0% 2,175 $398K
Norinchukin Bank, The 0.01% Add +10.0% 2,151 $394K
Capital Investment Advisory Services, LLC 0.04% Reduce -22.5% 2,150 $393K
Moseley Investment Management Inc. 0.18% Reduce -16.0% 2,147 $393K
Pier Capital, LLC 0.06% Reduce -0.3% 2,142 $392K
Jones Financial Companies LLLP 0.00% Add +3231.3% 2,132 $390K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 2,120 $388K
Independent Advisor Alliance 0.01% Add +12.2% 2,120 $388K
HBK Sorce Advisory LLC 0.01% Add +0.1% 2,110 $386K
Hemenway Trust Co LLC 0.03% No change 2,106 $385K
Donoghue Forlines LLC 0.11% Add +9.6% 2,102 $385K
MAI Capital Management 0.00% Add +10.2% 2,095 $383K
Bath Savings Trust Co 0.04% Reduce -1.4% 2,095 $383K
Integrated Investment Consultants, LLC 0.11% No change 1,653 $383K
Pursue Wealth Partners LLC 0.21% Reduce -23.8% 2,089 $382K
Wedmont Private Capital 0.02% Reduce -1.1% 1,959 $368K
Twin City Private Wealth, LLC 0.34% Add +6.7% 1,986 $363K
IFP Advisors, Inc 0.01% Add +8.0% 1,970 $361K
Walter & Keenan Wealth Management LLC /in/ 0.11% Reduce -20.2% 1,932 $354K
Crestwood Advisors Group, LLC 0.01% New 1,928 $353K
Stephens Inc. 0.01% Reduce -2.2% 1,927 $353K
Simplify Asset Management Inc. 0.03% Reduce -0.6% 1,925 $352K
Ellevest, Inc. 0.02% Reduce -4.3% 1,918 $351K
Householder Group Estate & Retirement Specialist, LLC 0.10% No change 1,923 $351K
Hengehold Capital Management LLC 0.04% Reduce -0.4% 1,877 $344K
Yousif Capital Management, LLC 0.00% Reduce -0.3% 1,862 $341K
Laurion Capital Management LP 0.01% Reduce -62.8% 1,861 $341K
First Financial Bankshares Inc 0.01% Reduce -8.6% 1,856 $340K
HB Wealth Management, LLC 0.00% Reduce -3.6% 1,855 $339K
Capstone Investment Advisors, LLC 0.02% Reduce -27.4% 1,848 $338K
WealthBridge Capital Management, LLC 0.11% Reduce -15.9% 1,837 $336K
LifePlan Financial, LLC 0.31% Reduce -3.1% 1,834 $336K
UMB Bank, n.a. 0.01% Reduce -2.0% 1,834 $336K
Virtu Financial LLC 0.02% Add +30.6% 1,822 $333K
State of Michigan Retirement System 0.00% Add +28.6% 1,800 $329K
OneDigital Investment Advisors LLC 0.00% Add +27.5% 1,779 $326K
Clare Market Investments LLC 0.09% Reduce -8.5% 1,774 $325K
Lido Advisors, LLC 0.00% Reduce -9.8% 1,767 $323K
Nicholas Wealth, LLC. 0.23% Reduce -12.2% 1,760 $322K
CHICAGO TRUST Co NA 0.07% No change 1,752 $321K
Integrated Wealth Concepts LLC 0.00% Reduce -15.8% 1,752 $321K
UNIVEST FINANCIAL Corp 0.09% Add +72.9% 1,745 $319K
Boothbay Fund Management, LLC 0.01% New 1,699 $311K
Avitas Wealth Management LLC 0.05% Reduce -5.5% 1,681 $308K
Griffin Asset Management, Inc. 0.04% No change 1,670 $306K
Valley National Advisers Inc. 0.05% Reduce -0.1% 1,672 $305K
State of Wyoming 0.05% Add +6.4% 1,661 $304K
Yorktown Management & Research Co Inc 0.32% No change 1,650 $302K
17 Capital Partners, LLC 0.21% Add +4.8% 1,648 $302K
Allworth Financial LP 0.00% Reduce -65.7% 1,642 $301K
Biondo Investment Advisors, LLC 0.04% No change 1,625 $297K
FineMark National Bank & Trust 0.01% No change 1,604 $294K
Main Street Research LLC 0.02% No change 1,600 $293K
Sara-Bay Financial 0.12% No change 1,595 $292K
Trivium Point Advisory, LLC 0.04% Reduce -2.5% 1,590 $291K
American Trust 0.02% Reduce -58.3% 1,587 $290K
Gladstone Institutional Advisory LLC 0.01% Reduce -20.5% 1,567 $287K
Facet Wealth, Inc. 0.01% Reduce -3.6% 1,456 $282K
Smartleaf Asset Management LLC 0.05% Add +8.6% 1,509 $279K
DC Investments Management, LLC 0.24% No change 1,526 $279K
Cigna Investments Inc. 0.05% Reduce -1.6% 1,513 $277K
Blossom Wealth Management 0.60% No change 1,500 $275K
Cullen/Frost Bankers, Inc. 0.00% Reduce -2.7% 1,500 $275K
First Trust Direct Indexing L.P. 0.02% Add +5.7% 1,483 $271K
Balanced Rock Investment Advisors LLC 0.23% Add +2.2% 1,467 $268K
Premier Path Wealth Partners, LLC 0.05% New 1,460 $267K
BLB&B Advisors, LLC 0.01% Add +0.4% 1,448 $265K
Aft, Forsyth & Company, Inc. 0.13% Reduce -90.5% 144 $264K
Keybank National Association 0.00% New 1,432 $262K
Thoroughbred Financial Services, LLC 0.02% New 1,411 $258K
Professional Advisory Services Inc. 0.03% No change 1,400 $256K
SageView Advisory Group, LLC 0.02% Reduce -99.2% 1,384 $253K
RiverGlades Family Offices LLC 0.20% New 1,375 $252K
Algert Global LLC 0.01% Add +1.3% 1,374 $251K
KRS Capital Management, LLC 0.19% Reduce -4.5% 1,365 $250K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -3.8% 1,348 $247K
Greytown Advisors Inc. 0.14% Reduce -3.9% 1,347 $247K
Investment Partners Asset Management, Inc. 0.21% Add +2.6% 1,315 $241K
Wealth Management Associates, Inc. 0.11% No change 1,304 $239K
Huntington National Bank 0.00% Add +17.6% 1,301 $238K
Personal Cfo Solutions, LLC 0.04% Reduce -0.7% 1,300 $238K
Axxcess Wealth Management, LLC 0.01% Add +1.4% 1,297 $237K
Woodline Partners LP 0.00% New 1,290 $236K
Bfsg, LLC 0.03% No change 1,288 $236K
Inceptionr LLC 0.07% Reduce -82.3% 1,275 $233K
Crossmark Global Holdings, Inc. 0.00% Add +1.3% 1,269 $233K
One Wealth Map LLC 0.14% Reduce -2.8% 1,236 $231K
New Wave Wealth Advisors LLC 0.12% — 1,262 $231K
Lanark Financial, Inc. 0.02% Add +1.5% 1,243 $227K
Connecticut Wealth Management, LLC 0.01% Reduce -46.7% 1,240 $227K
Alpine Global Management, LLC 0.04% New 1,236 $226K
Savant Capital, LLC 0.00% Reduce -82.0% 1,223 $224K
Capital Asset Advisory Services LLC 0.01% Reduce -4.1% 1,227 $224K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,219 $223K
GM Advisory Group, LLC 0.01% Add +20.8% 1,219 $223K
J.W. Cole Advisors, Inc. 0.01% New 1,208 $221K
Mgo One Seven LLC 0.01% Add +1.8% 1,207 $221K
Glenmede Trust Co. NA 0.00% Add +3.8% 1,206 $221K
Sandhill Capital Partners LLC 0.02% No change 1,200 $220K
Signaturefd, LLC 0.00% Reduce -15.8% 1,188 $217K
Forum Financial Management, LP 0.00% Add +0.1% 1,178 $216K
C M Bidwell & Associates Ltd. 0.14% No change 1,175 $215K
Kirtland Hills Capital Management, LLC 0.18% Reduce -6.5% 1,167 $214K
Hunter Associates Investment Management LLC 0.04% Reduce -1.7% 1,143 $213K
United Community Bank 0.09% Add +4.5% 1,160 $212K
Rehmann Capital Advisory Group 0.02% Reduce -14.3% 1,155 $211K
Sunbelt Securities, Inc. 0.02% Reduce -1.4% 1,149 $210K
Beacon Pointe Advisors, LLC 0.00% Reduce -0.3% 1,145 $210K
Arlington Financial Advisors, LLC 0.05% No change 1,142 $209K
Taylor Hoffman Wealth Management 0.08% No change 1,141 $207K
Koss-Olinger Consulting, LLC 0.02% New 1,133 $207K
Triumph Capital Management 0.08% Add +4.2% 1,123 $206K
Summit Trail Advisors, LLC 0.01% Add +7.4% 1,123 $206K
United Capital Financial Advisors, LLC 0.00% Reduce -7.5% 1,116 $204K
Symmetry Partners, LLC 0.01% No change 1,111 $203K
Americana Partners, LLC 0.02% Reduce -12.8% 1,106 $202K
Invictus Private Wealth, LLC 0.02% Reduce -7.7% 1,099 $201K
Ground Swell Capital, LLC 0.19% New 1,098 $201K
SJS Investment Consulting Inc. 0.04% No change 1,070 $196K
CENTRAL TRUST Co 0.00% Add +23.6% 1,049 $192K
Centaurus Financial, Inc. 0.01% Add +69.2% 1,042 $191K
Westpac Banking Corp. 0.01% No change 998 $183K
Larson Financial Group LLC 0.01% Add +477.3% 941 $172K
Benjamin Edwards Inc. 0.03% Reduce -7.3% 882 $161K
Parallel Advisors, LLC 0.00% Reduce -5.8% 874 $160K
Creekmur Asset Management LLC 0.04% Add +3.5% 869 $159K
GAMMA Investing LLC 0.02% Add +2.4% 864 $158K
Avior Wealth Management, LLC 0.01% Reduce -32.5% 824 $151K
Acima Private Wealth, LLC 0.05% No change 792 $145K
Bessemer Group Inc. 0.00% Add +1870.0% 788 $144K
Quadrant Capital Group LLC 0.01% Reduce -1.0% 775 $142K
China Universal Asset Management Co., Ltd. 0.02% No change 771 $141K
Seaport Global Advisors, LLC 0.50% Reduce -73.7% 768 $141K
SG Americas Securities, LLC 0.00% Reduce -85.3% 729 $133K
Harbour Investments, Inc. 0.00% Reduce -5.7% 716 $131K
Covestor Ltd 0.08% Add +222.6% 700 $128K
Capital Analysts, LLC 0.01% Add +3.6% 697 $128K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 696 $127K
Penserra Capital Management LLC 0.00% Add +2.4% 697 $127K
Global Trust Asset Management, LLC 0.05% No change 683 $125K
Bartlett & Co. Wealth Management LLC 0.00% No change 660 $121K
Spire Wealth Management 0.00% Reduce -55.1% 635 $116K
Mirae Asset Global Investments Co., Ltd. 0.00% New 621 $115K
Triad Wealth Partners, LLC 0.06% New 626 $115K
International Assets Investment Management, LLC 0.01% Reduce -41.0% 618 $113K
Studio Investment Management LLC 0.03% Add +3.8% 606 $111K
AM Squared Ltd 0.35% Reduce -45.5% 600 $110K
Ramirez Asset Management, Inc. 0.02% No change 600 $110K
EntryPoint Capital, LLC 0.05% New 591 $108K
First Horizon Advisors, Inc. 0.00% Reduce -2.8% 566 $104K
Elevation Wealth Partners, LLC 0.05% No change 563 $103K
Camelot Portfolios, LLC 0.05% New 526 $96K
Quintet Private Bank (Europe) S.A. 0.01% Add +0.7% 455 $95K
Park Place Capital Corp 0.03% Reduce -52.6% 515 $94K
Kelly Financial Services LLC 0.03% Add +9.7% 510 $93K
Tobam 0.01% Reduce -33.3% 509 $93K
WASHINGTON TRUST Co 0.00% Add +25.0% 500 $92K
Brown Brothers Harriman & Co. 0.00% No change 500 $92K
Central Pacific Bank - Trust Division 0.01% No change 450 $82K
Johnson Financial Group, Inc. 0.00% Add +155.4% 447 $82K
CI Investments Inc. 0.00% Reduce -8.7% 441 $81K
Quarry LP 0.03% Add +39.4% 421 $77K
HighMark Wealth Management LLC 0.05% No change 416 $76K
Trust Co. of Vermont 0.00% Add +3636.4% 411 $75K
Alta Advisers Ltd 0.04% No change 400 $73K
Westwind Capital 0.02% New 43,773 $73K
Hantz Financial Services, Inc. 0.00% Add +10.1% 381 $70K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.8% 367 $67K
SouthState Bank Corp 0.00% Reduce -13.8% 361 $66K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +2.5% 363 $66K
Continuum Advisory, LLC 0.01% Add +4.1% 357 $65K
Pittenger & Anderson Inc. 0.00% Reduce -87.3% 332 $61K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 330 $60K
Mb, Levis & Associates, LLC 0.03% No change 321 $59K
Mather Group, Llc. 0.00% Add +166.3% 253 $59K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 304 $56K
EverSource Wealth Advisors, LLC 0.00% Reduce -28.3% 289 $55K
ANTIPODES PARTNERS Ltd 0.00% New 282 $52K
Western Pacific Wealth Management, LP 0.04% Reduce -11.1% 273 $50K
Financial Perspectives, Inc 0.02% No change 265 $48K
Glen Eagle Advisors, LLC 0.01% Add +2.7% 265 $48K
Duncker Streett & Co. Inc. 0.01% No change 257 $47K
Fairscale Capital, LLC 0.04% — 244 $46K
TD Waterhouse Canada Inc. 0.00% Reduce -52.0% 244 $44K
Hollencrest Capital Management 0.00% No change 226 $41K
Blue Trust, Inc. 0.00% Add +3460.0% 178 $41K
Roble, Belko & Company, Inc 0.01% No change 201 $37K
Glass Jacobson Investment Advisors llc 0.01% No change 200 $37K
Center for Financial Planning, Inc. 0.01% No change 200 $37K
Field & Main Bank 0.01% No change 200 $37K
Lindbrook Capital, LLC 0.00% Reduce -9.8% 194 $36K
DT Investment Partners, LLC 0.00% New 190 $35K
Colonial Trust Co / SC 0.01% No change 185 $34K
DSM Capital Partners LLC 0.00% No change 184 $34K
Private Trust Co. NA 0.00% Reduce -3.2% 180 $33K
Trust Co 0.00% No change 175 $32K
Vermillion & White Wealth Management Group, LLC 0.02% No change 165 $30K
Barrett & Company, Inc. 0.01% No change 155 $28K
First Financial Corp. 0.01% No change 152 $28K
Atticus Wealth Management, LLC 0.01% No change 150 $27K
Operose Advisors LLC 0.01% No change 142 $26K
Ofi Invest Asset Management 0.00% Reduce -6.3% 148 $25K
Advisors Asset Management, Inc. 0.00% Add +9.9% 133 $24K
Rise Advisors, LLC 0.01% No change 131 $24K
Paloma Partners Management Co 0.00% Reduce -95.6% 127 $23K
Parkside Financial Bank & Trust 0.00% Reduce -31.3% 125 $23K
Ridgewood Investments LLC 0.01% New 120 $22K
Global X Japan Co., Ltd. 0.00% Reduce -26.4% 120 $22K
Pinnacle Bancorp, Inc. 0.01% No change 118 $22K
Coppell Advisory Solutions LLC 0.00% — 109 $20K
MV Capital Management, Inc. 0.00% Reduce -3.7% 105 $19K
Cornerstone Planning Group LLC 0.01% Reduce -43.7% 103 $19K
First Community Trust NA 0.02% New 103 $19K
MidAtlantic Capital Management, Inc. 0.02% No change 103 $19K
Broadwater Capital Management LLC 0.01% No change 100 $18K
Financial Avengers, Inc. 0.01% No change 100 $18K
Laffer Tengler Investments, Inc. 0.00% New 100 $18K
Bogart Wealth, LLC 0.00% No change 90 $16K
Naples Money Management LLC 0.01% No change 89 $16K
Great Lakes Retirement, Inc. 0.00% New 86 $16K
Whittier Trust Co. 0.00% No change 86 $16K
Riverview Trust Co 0.01% No change 74 $14K
Ashton Thomas Private Wealth, LLC 0.00% New 74 $14K
Caitlin John, LLC 0.01% Reduce -58.2% 71 $13K
Harbor Investment Advisory, LLC 0.00% Add +2.9% 71 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -22.5% 62 $11K
Janiczek Wealth Management, LLC 0.00% Reduce -14.1% 55 $10K
Tortoise Investment Management, LLC 0.00% No change 55 $10K
Smithfield Trust Co 0.00% Reduce -6.8% 55 $10K
Annapolis Financial Services, LLC 0.00% No change 53 $10K
JFS Wealth Advisors, LLC 0.00% Add +4.1% 51 $9K
Legacy Bridge, LLC 0.01% No change 50 $9K
Hartford Financial Management Inc. 0.00% New 50 $9K
Meeder Asset Management Inc. 0.00% Add +6.4% 50 $9K
Salem Investment Counselors Inc. 0.00% No change 50 $9K
Key Financial Inc 0.00% No change 50 $9K
PSI Advisors, LLC 0.00% No change 47 $9K
Private Wealth Management Group, LLC 0.00% Reduce -51.7% 43 $8K
BOK Financial Private Wealth, Inc. 0.00% No change 42 $8K
Carolinas Wealth Consulting LLC 0.00% Reduce -49.4% 41 $8K
Asset Dedication, LLC 0.00% New 41 $8K
Global Financial Private Client, LLC 0.00% Reduce -90.8% 41 $8K
Cultivar Capital, Inc. 0.01% New 40 $7K
Cherry Tree Wealth Management, LLC 0.00% New 40 $7K
Zions Bancorporation, N.A. 0.00% Reduce -14.9% 40 $7K
WR Wealth Planners, LLC 0.00% Add +11.4% 39 $7K
Ranger Investment Management, L.P. 0.00% No change 36 $7K
Bell Investment Advisors, Inc 0.00% Reduce -25.5% 35 $6K
1832 Asset Management L.P. 0.00% No change 35 $6K
Cedar Wealth Management, LLC 0.00% Reduce -71.4% 34 $6K
Quent Capital, LLC 0.00% No change 34 $6K
NFSG Corp 0.00% New 31 $6K
GPS Wealth Strategies Group, LLC 0.00% Add +300.0% 28 $5K
FinTrust Capital Advisors, LLC 0.00% No change 27 $5K
TFC Financial Management, Inc. 0.00% Add +800.0% 27 $5K
Beacon Capital Management, LLC 0.00% Reduce -16.1% 26 $5K
GHP Investment Advisors, Inc. 0.00% No change 25 $5K
CGC Financial Services, LLC 0.00% No change 25 $5K
City State Bank 0.00% No change 25 $5K
Provenance Wealth Advisors, LLC 0.00% No change 25 $5K
West Branch Capital LLC 0.00% No change 24 $4K
Addison Advisors LLC 0.00% No change 23 $4K
First Pacific Financial 0.00% Add +16.7% 21 $4K
MCF Advisors LLC 0.00% No change 21 $4K
Raffa Wealth Management, LLC 0.00% No change 21 $4K
JNBA Financial Advisors 0.00% No change 20 $4K
Valley Wealth Managers, Inc. 0.00% No change 20 $4K
Sound Income Strategies, LLC 0.00% No change 20 $4K
Aspire Private Capital, LLC 0.00% No change 19 $3K
Creative Financial Designs Inc. 0.00% No change 18 $3K
Red Tortoise LLC 0.00% No change 17 $3K
Avion Wealth 0.00% No change 17 $3K
VitalStone Financial, LLC 0.00% New 16 $3K
Twin Lakes Capital Management, LLC 0.00% No change 16 $3K
Richardson Financial Services Inc. 0.00% No change 15 $3K
CVA Family Office, LLC 0.00% Add +114.3% 15 $3K
Valued Wealth Advisors LLC 0.00% No change 14 $3K
Beaird Harris Wealth Management, LLC 0.00% New 14 $3K
Family Firm, Inc. 0.00% New 14 $3K
Versant Capital Management, Inc 0.00% New 13 $2K
AdvisorNet Financial, Inc 0.00% Reduce -27.8% 13 $2K
Plante Moran Financial Advisors, LLC 0.00% Reduce -7.1% 13 $2K
Castleview Partners, LLC 0.00% New 12 $2K
Gradient Investments LLC 0.00% New 12 $2K
Transamerica Financial Advisors, LLC 0.00% No change 9 $2K
Longfellow Investment Management Co. LLC 0.00% No change 10 $2K
Westside Investment Management, Inc. 0.00% No change 10 $2K
Missouri Trust & Investment Co 0.00% No change 9 $2K
Nemes Rush Group LLC 0.00% Reduce -25.0% 9 $2K
ClariVest Asset Management LLC 0.00% Reduce -50.0% 8 $1K
Private Ocean, LLC 0.00% New 8 $1K
Sachetta, LLC 0.00% Reduce -30.0% 7 $1K
Opal Wealth Advisors, LLC 0.00% Add +16.7% 7 $1K
Balefire, LLC 0.00% New 7 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +20.0% 6 $1K
Cassady Schiller Wealth Management, LLC 0.00% No change 6 $1K
RFP Financial Group LLC 0.00% Add +20.0% 6 $1K
Toth Financial Advisory Corp. 0.00% Reduce -16.7% 5 $916
Evermay Wealth Management LLC 0.00% No change 5 $916
Investors Research Corp 0.00% No change 5 $915
True Wealth Design, LLC 0.00% Add +33.3% 4 $733
Raleigh Capital Management Inc. 0.00% Reduce -97.2% 4 $732
Rakuten Securities, Inc. 0.00% Reduce -33.3% 4 $732
Manchester Capital Management LLC 0.00% No change 3 $550
New Millennium Group LLC 0.00% New 2 $366
Abich Financial Wealth Management LLC 0.00% New 2 $366
Core Alternative Capital 0.00% No change 2 $366
Delta Asset Management LLC 0.00% No change 2 $366
Riggs Asset Managment Co. Inc. 0.00% New 1 $184
Rothschild Investment LLC 0.00% Reduce -98.7% 1 $183
Tucker Asset Management LLC 0.00% No change 1 $183

"% 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.