Veeva Systems Inc. Class AVEEV

13F holders, Q3 2024 (September 30)
961holders +39
113new positions
75sold out
11famous investors
$210.07avg. 13F price*

At the end of Q3 2024, 961 institutions reported holding Veeva Systems Inc. Class A (VEEV) in their 13F filings, up 39 from Q2 2024. 113 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.0B) and Alliancebernstein L.P. ($1.3B). 11 famous investors held it, including Cathie Wood (0.3% of ARK Investment Management's portfolio), Cliff Asness (0.2% of AQR Capital 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions113$275.2M
Exits75$237.3M

All 13F filers, Q2 2024 → Q3 2024: 10,640,421 shares bought and 10,625,469 shares sold, net +14,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 961 holders

Vanguard Group Inc. 0.05% Add +0.1% 14,413,117 $3.0B
BlackRock, Inc. 0.04% — 9,662,246 $2.0B
Alliancebernstein L.P. 0.44% Reduce -10.9% 6,206,176 $1.3B
T. Rowe Price Investment Management, Inc. 0.63% Reduce -0.5% 4,992,497 $1.0B
Massachusetts Financial Services Co. 0.22% Add +64.7% 3,545,451 $744.1M
T. Rowe Price Associates Inc. 0.08% Add +1.9% 3,298,131 $692.2M
State Street Corp. 0.03% Add +1.5% 3,293,141 $691.1M
FMR LLC 0.04% Add +25.7% 2,981,244 $625.7M
Geode Capital Management, LLC 0.05% Add +5.7% 2,765,236 $579.6M
Artisan Partners Limited Partnership 0.82% Reduce -22.7% 2,619,697 $549.8M
JPMorgan Chase & Co. 0.04% Add +72.9% 2,558,592 $537.0M
Principal Financial Group Inc. 0.25% Add +138.9% 2,179,284 $457.4M
Van Eck Associates Corp. 0.54% Add +3.7% 1,995,006 $434.4M
Wellington Management Group LLP 0.07% Add +1.5% 1,780,315 $373.6M
Nuveen Asset Management, LLC 0.10% Reduce -4.1% 1,759,639 $369.3M
Franklin Resources Inc. 0.09% Reduce -4.3% 1,519,538 $319.7M
Macquarie Group Ltd. 0.34% Add +6.8% 1,498,559 $314.5M
Capital International Investors 0.06% Add +0.2% 1,434,045 $301.0M
Norges Bank 0.04% Add +4.4% 1,383,792 $290.4M
Pictet Asset Management Holding SA 0.32% Add +47.6% 1,381,482 $289.9M
Durable Capital Partners LP 1.91% Add +5.7% 1,244,664 $261.2M
Blair William & Co. 0.75% Reduce -10.3% 1,212,623 $254.5M
Champlain Investment Partners, LLC 1.42% Reduce -2.2% 1,117,007 $234.4M
Swedbank AB 0.28% No change 1,031,064 $216.4M
Emergence GP Partners, LLC 80.86% No change 1,000,000 $209.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -12.9% 988,517 $207.5M
Morgan Stanley 0.01% Reduce -18.5% 975,355 $204.7M
Generation Investment Management LLP 0.92% Reduce -3.2% 933,364 $195.9M
Legal & General Group Plc 0.05% Reduce -0.9% 910,908 $191.2M
Northern Trust Corp. 0.03% Reduce -3.4% 891,428 $187.1M
Bank of America Corp. 0.02% Reduce -12.3% 883,913 $185.5M
Brown Capital Management LLC 3.91% Reduce -16.1% 865,767 $181.7M
AQR Capital Management 0.25% Add +93.0% 857,655 $180.0M
Linonia Partnership LP 10.79% Add +16.7% 846,672 $177.7M
DF Dent & Co. Inc. 2.13% Reduce -6.7% 834,567 $175.2M
ABN AMRO Bank N.V. 2.39% Add +30.1% 835,466 $174.0M
Bank of New York Mellon Corp 0.03% Add +0.2% 814,171 $170.9M
Brown Advisory Inc. 0.21% Reduce -8.1% 806,993 $169.4M
Goldman Sachs Group Inc. 0.03% Add +2.9% 801,003 $168.1M
Ownership Capital B.V. 5.10% Reduce -17.6% 760,106 $159.5M
Acadian Asset Management LLC 0.46% Add +32.2% 703,729 $147.7M
Capital World Investors 0.02% Reduce -10.8% 683,522 $143.5M
Charles Schwab Investment Management Inc. 0.03% Add +3.0% 681,807 $143.1M
William Blair Investment Management, LLC 0.35% Add +25.8% 675,643 $141.8M
Royal Bank of Canada 0.03% Add +10.8% 640,693 $134.5M
Qube Research & Technologies Ltd 0.24% Reduce -9.9% 615,429 $129.2M
Edmond DE Rothschild Holding S.A. 2.08% Reduce -2.2% 613,003 $128.7M
Ameriprise Financial Inc. 0.03% Add +11.4% 590,292 $123.9M
First Trust Advisors LP 0.12% Reduce -31.7% 575,273 $120.7M
Envestnet Asset Management Inc. 0.04% Reduce -1.9% 565,877 $118.8M
Ashe Capital Management, LP 9.20% No change 550,491 $115.5M
American Century Companies Inc. 0.06% Add +14.1% 517,280 $108.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.92% Add +31.5% 484,186 $102.9M
Eagle Asset Management Inc. 0.51% Reduce -8.3% 423,747 $99.6M
TimesSquare Capital Management, LLC 1.47% Reduce -1.2% 466,134 $97.8M
Swiss National Bank 0.06% Add +0.5% 455,800 $95.7M
AXA S.A. 0.27% Reduce -4.4% 438,877 $92.1M
Dimensional Fund Advisors LP 0.02% Add +15.7% 437,806 $91.9M
Panagora Asset Management Inc. 0.43% Add +7.9% 427,961 $89.8M
TD Asset Management Inc 0.08% Reduce -59.4% 425,157 $89.6M
Allianz Asset Management GmbH 0.14% Reduce -18.6% 415,860 $87.3M
Deutsche Bank AG 0.04% Add +19.9% 413,353 $86.8M
Baron Capital (BAMCO) 0.23% Reduce -2.8% 412,137 $86.5M
Quantum Capital Management, LLC / NJ 8.93% Reduce -15.2% 410,321 $86.1M
Amundi 0.03% Add +17.6% 418,160 $85.5M
Sei Investments Co. 0.11% Reduce -23.9% 396,043 $83.1M
Riverbridge Partners LLC 1.09% Reduce -1.2% 388,338 $81.5M
Millennium Management 0.07% Add +62.5% 379,296 $79.6M
Baird Financial Group, Inc. 0.15% Reduce -12.3% 376,049 $78.9M
Frontier Capital Management Co. LLC 0.74% Reduce -2.6% 374,914 $78.7M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -1.1% 362,290 $76.0M
Two Sigma Advisers, LP 0.17% Add +130.8% 336,000 $70.5M
American Capital Management Inc. 2.24% Reduce -0.5% 326,533 $68.5M
Allspring Global Investments Holdings, LLC 0.11% Reduce -48.0% 323,554 $67.9M
Fiera Capital Corp 0.20% Reduce -0.5% 319,730 $67.1M
Federated Hermes, Inc. 0.15% Reduce -46.8% 314,798 $66.1M
Candriam S.C.A. 0.37% Add +3.4% 302,269 $63.4M
Caisse de depot et placement du Quebec 0.12% Add +761.7% 297,771 $62.5M
New York State Common Retirement Fund 0.08% Reduce -24.3% 292,696 $61.4M
Chicago Capital, LLC 1.67% Add +16.6% 286,303 $60.1M
CIBC Private Wealth Group LLC 0.10% Reduce -0.4% 277,135 $58.2M
Loomis Sayles & Co. L P 0.07% Reduce -10.3% 271,124 $56.9M
Peregrine Capital Management LLC 1.67% Reduce -0.9% 264,187 $55.4M
Two Sigma Investments, LP 0.13% Add +630.9% 262,690 $55.1M
California State Teachers Retirement System 0.06% Add +1.3% 256,954 $53.9M
UBS Group AG 0.02% Add +10.9% 256,809 $53.9M
Man Group plc 0.16% Add +373.0% 255,936 $53.7M
Wells Fargo & Company 0.01% Add +33.7% 255,604 $53.6M
California Public Employees Retirement System 0.04% Add +2.0% 254,564 $53.4M
D. E. Shaw & Co. 0.08% Reduce -61.3% 254,434 $53.4M
Martin Currie Ltd. 1.83% Reduce -6.0% 245,499 $51.7M
Point72 Asset Management 0.18% New 241,023 $50.6M
Citadel Advisors 0.05% Reduce -75.1% 233,116 $48.9M
Zevenbergen Capital Investments LLC 1.00% Reduce -5.6% 228,202 $47.9M
Nellore Capital Management LLC 6.51% Add +16.6% 227,631 $47.8M
Spyglass Capital Management LLC 3.09% Add +6.4% 224,143 $47.0M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -10.3% 219,781 $46.1M
Nordea Investment Management AB 0.05% Add +3.7% 214,691 $45.1M
National Pension Service 0.04% Reduce -4.1% 213,658 $44.8M
Rhumbline Advisers 0.04% Reduce -0.0% 210,871 $44.3M
Worldquant Millennium Advisors LLC 0.32% Add +16.4% 210,760 $44.2M
Skandinaviska Enskilda Banken AB (publ) 0.20% Add +6.1% 207,419 $43.5M
Jupiter Asset Management Ltd. 0.34% Reduce -58.9% 186,607 $39.2M
Barclays PLC 0.02% Add +18.2% 185,206 $38.9M
Danske Bank A/S 0.13% Add +14.0% 183,794 $38.6M
E. Ohman J:or Asset Management AB 0.92% Reduce -0.3% 176,187 $37.0M
Korea Investment CORP 0.09% Add +14.1% 171,189 $35.9M
Invesco Ltd. 0.01% Add +0.1% 166,688 $35.0M
FIL Ltd 0.03% Add +0.4% 164,041 $34.4M
Bellevue Group AG 0.56% Reduce -3.0% 163,512 $34.3M
Ensemble Capital Management, LLC 2.89% Reduce -15.4% 162,357 $34.1M
Morningstar Investment Services LLC 0.35% Reduce -1.3% 160,465 $33.8M
Robeco Institutional Asset Management B.V. 0.06% Reduce -4.0% 153,904 $32.3M
Russell Investments Group, Ltd. 0.05% Add +3.7% 152,337 $32.0M
CANADA LIFE ASSURANCE Co 0.05% Add +5.1% 144,517 $30.4M
State Board of Administration of Florida Retirement System 0.06% Reduce -2.5% 143,132 $30.0M
HSBC Holdings PLC 0.02% Reduce -8.5% 135,926 $28.5M
ARK Investment Management 0.26% Reduce -20.3% 133,753 $28.1M
Squarepoint Ops LLC 0.09% Reduce -39.3% 133,063 $27.9M
Cubist Systematic Strategies, LLC 0.41% New 127,772 $26.8M
Ninety One UK Ltd 0.07% Add +51.5% 126,245 $26.5M
Marshall Wace, LLP 0.03% Add +4.6% 124,376 $26.1M
Canada Pension Plan Investment Board 0.02% Add +36.8% 123,457 $25.9M
Bares Capital Management, Inc. 2.33% Add +4.5% 121,830 $25.6M
Tredje AP-fonden 0.23% New 121,546 $25.5M
Citigroup Inc. 0.02% Reduce -21.4% 118,529 $24.9M
Raymond James & Associates 0.01% Add +9.1% 115,954 $24.3M
LPL Financial LLC 0.01% Add +17.4% 115,614 $24.3M
Stifel Financial Corp. 0.03% Reduce -3.0% 114,992 $24.1M
Tran Capital Management, L.P. 2.56% New 113,058 $23.7M
US Bancorp \de 0.03% Add +25.4% 112,156 $23.5M
Carmignac Gestion 0.39% Reduce -3.4% 111,908 $23.5M
NFJ Investment Group, LLC 0.68% Reduce -10.3% 110,242 $23.1M
North Star Asset Management Inc. 1.03% Add +4.5% 108,938 $22.9M
Rockland Trust Co. 1.11% Add +6.3% 107,442 $22.5M
AEGON ASSET MANAGEMENT UK Plc 0.31% Add +0.7% 106,921 $22.4M
Natixis Advisors, LLC 0.04% Add +61.0% 105,726 $22.2M
Kornitzer Capital Management Inc. 0.40% Add +0.0% 104,023 $21.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +10.4% 101,667 $21.3M
Susquehanna International Group, LLP 0.04% Add +231.5% 100,770 $21.1M
Abn Amro Investment Solutions 0.37% Add +9.3% 100,636 $21.1M
Bridgewater Associates 0.12% Reduce -74.1% 100,449 $21.1M
Focus Partners Wealth 0.06% Reduce -48.9% 96,075 $20.2M
Manufacturers Life Insurance Company, The 0.02% Reduce -7.8% 94,249 $19.8M
Tairen Capital Ltd 0.69% New 93,000 $19.4M
Schroder Investment Management Group 0.02% Reduce -17.1% 91,133 $19.1M
Twinbeech Capital LP 0.36% Add +534.9% 89,924 $18.9M
State of Wisconsin Investment Board 0.05% Add +10.5% 89,715 $18.8M
LGT Group Foundation 0.30% Add +12.4% 89,654 $18.6M
Trexquant Investment LP 0.24% Reduce -35.2% 88,643 $18.6M
Thrivent Financial for Lutherans 0.04% Reduce -17.8% 88,454 $18.6M
Bank Julius Baer & Co. Ltd, Zurich 0.06% New 78,477 $18.5M
Jane Street Group, LLC 0.03% Reduce -24.7% 88,159 $18.5M
Ancora Advisors LLC 0.39% Reduce -0.0% 81,920 $17.2M
Smith Group Asset Management, LLC 1.41% Add +0.1% 80,818 $17.0M
Thomasville National Bank 1.26% Add +3.2% 80,778 $17.0M
Montanaro Asset Management Ltd 3.00% Add +5.1% 80,250 $16.8M
Aquatic Capital Management LLC 0.44% Add +1153.1% 80,200 $16.8M
Intech Investment Management LLC 0.19% Reduce -12.6% 80,087 $16.8M
Fred Alger Management, LLC 0.08% Add +0.4% 79,589 $16.7M
Renaissance Technologies 0.03% New 79,200 $16.6M
Capital Investment Services of America, Inc. 1.56% Reduce -7.4% 78,160 $16.4M
Cetera Investment Advisers 0.04% Reduce -7.8% 78,073 $16.4M
Oppenheimer Asset Management Inc. 0.20% Add +3.6% 78,000 $16.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +17.3% 77,653 $16.3M
Twin Tree Management, LP 0.37% Reduce -28.1% 75,568 $15.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -12.6% 73,375 $15.4M
Cerity Partners LLC 0.03% Reduce -7.3% 73,242 $15.4M
Hancock Whitney Corp. 0.49% Add +0.2% 72,975 $15.3M
Voya Investment Management LLC 0.02% Reduce -6.0% 70,711 $14.8M
Nicholas Company, Inc. 0.24% Reduce -12.7% 70,325 $14.8M
Peapack Gladstone Financial Corp. 0.21% Add +5.6% 70,147 $14.7M
NS Partners Ltd 0.62% Add +2.1% 70,078 $14.7M
Victory Capital Management Inc. 0.01% Reduce -65.1% 69,890 $14.7M
BNP Paribas Financial Markets 0.01% Reduce -26.6% 67,264 $14.1M
Oberndorf William E 18.69% Add +32.2% 67,154 $14.1M
Royal London Asset Management Ltd. 0.03% Add +3.3% 66,987 $14.1M
Stephens Investment Management Group LLC 0.19% Add +7.9% 66,369 $13.9M
Treasurer of the State of North Carolina 0.06% Add +0.5% 66,292 $13.9M
MML Investors Services, LLC 0.05% Reduce -4.6% 64,786 $13.6M
Andra AP-fonden 0.20% Add +1.9% 64,200 $13.5M
Cambridge Investment Research Advisors, Inc. 0.05% Add +13.5% 63,334 $13.3M
Ensign Peak Advisors, Inc 0.02% Add +2.1% 63,262 $13.3M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -14.3% 62,802 $13.2M
Moran Wealth Management, LLC 0.41% Add +3.3% 62,758 $13.2M
Mediolanum International Funds Ltd 0.17% Add +43.6% 59,326 $12.5M
Ithaka Group LLC 2.35% Reduce -2.1% 59,025 $12.4M
Mn Services Vermogensbeheer B.V. 0.09% Reduce -2.5% 58,600 $12.3M
Teacher Retirement System of Texas 0.06% Reduce -57.6% 58,569 $12.3M
Arcadia Investment Management Corp. 1.96% Reduce -4.2% 56,926 $11.9M
Oddo BHF Asset Management Sas 0.59% — 56,080 $11.8M
State of New Jersey Common Pension Fund D 0.05% Add +0.2% 55,717 $11.7M
Asset Management One Co., Ltd. 0.04% Reduce -0.6% 54,684 $11.5M
Public Employees Retirement System of Ohio 0.05% Reduce -17.0% 53,857 $11.3M
Lyell Wealth Management, LP 1.02% Reduce -1.3% 53,659 $11.3M
STRS Ohio 0.04% Reduce -3.6% 53,200 $11.2M
Williams Jones Wealth Management, LLC. 0.13% Reduce -18.3% 52,574 $11.0M
DekaBank Deutsche Girozentrale 0.02% Reduce -1.3% 51,742 $10.8M
Truist Financial Corp. 0.02% Reduce -36.0% 51,504 $10.8M
LBP Am SA 0.16% Add +903.5% 50,235 $10.5M
Bright Rock Capital Management, LLC 2.11% No change 50,000 $10.5M
Balyasny Asset Management L.P. 0.03% New 49,632 $10.4M
Prudential PLC 0.05% Reduce -5.9% 49,529 $10.4M
Sand Hill Global Advisors, LLC 0.43% No change 48,820 $10.2M
Old National Bancorp 0.23% Reduce -1.0% 48,471 $10.2M
Assetmark, Inc. 0.03% Add +46.5% 48,205 $10.1M
NorthCrest Asset Manangement, LLC 0.30% Add +4.7% 47,770 $10.0M
Storebrand Asset Management As 0.03% Add +2.5% 47,629 $10.0M
Washington Trust Advisors, Inc. 0.84% Add +1.1% 46,530 $9.8M
Resona Asset Management Co.,Ltd. 0.06% Reduce -1.0% 46,438 $9.8M
Arizona State Retirement System 0.06% Reduce -1.0% 43,997 $9.2M
KBC Group NV 0.03% Reduce -57.2% 43,629 $9.2M
Pinebridge Investments, L.P. 0.07% Reduce -0.7% 43,614 $9.2M
Nomura Asset Management Co. Ltd. 0.03% Add +4.5% 43,320 $9.1M
Cary Street Partners Investment Advisory LLC 0.33% Reduce -2.3% 43,091 $9.0M
Sycomore Asset Management 1.48% Reduce -5.8% 42,442 $8.9M
ICICI Prudential Asset Management Co Ltd 0.91% Reduce -18.5% 40,982 $8.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% — 40,769 $8.6M
Avalon Global Asset Management LLC 2.60% No change 40,200 $8.4M
Rockefeller Capital Management L.P. 0.02% Add +1.1% 39,883 $8.4M
Y.D. More Investments Ltd 0.83% Add +15.1% 37,543 $7.9M
Gateway Investment Advisers LLC 0.09% No change 37,528 $7.9M
EFG Asset Management (North America) Corp. 1.27% Reduce -10.5% 36,266 $7.6M
Merit Financial Group, LLC 0.17% Add +18.9% 36,123 $7.6M
Handelsbanken Fonder AB 0.03% Add +4.8% 35,671 $7.5M
Capital Fund Management S.A. 0.08% Add +154.0% 35,511 $7.5M
Azimuth Capital Investment Management LLC 0.28% Reduce -5.0% 34,730 $7.3M
Engineers Gate Manager LP 0.13% Add +69.4% 32,922 $6.9M
Torray Investment Partners LLC 0.96% Reduce -0.4% 32,571 $6.8M
Forsta Ap-Fonden 0.05% Add +10.4% 31,800 $6.7M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 31,533 $6.6M
Creative Planning 0.01% Reduce -16.3% 31,469 $6.6M
Azzad Asset Management Inc. 0.74% Add +10.7% 31,256 $6.6M
PNC Financial Services Group, Inc. 0.00% Add +5.4% 30,188 $6.3M
Aberdeen Group plc 0.01% Add +86.1% 30,060 $6.3M
Exchange Capital Management, Inc. 1.00% Add +5.3% 29,784 $6.3M
USS Investment Management Ltd 0.05% Add +0.5% 29,586 $6.2M
IFM Investors Pty Ltd 0.06% Add +0.4% 29,486 $6.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -1.4% 29,361 $6.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -0.3% 29,282 $6.1M
Jackson Square Partners, LLC 0.51% Reduce -27.0% 28,177 $5.9M
Amova Asset Management Americas, Inc. 0.07% Reduce -19.2% 28,079 $5.9M
Janney Montgomery Scott LLC 0.02% Reduce -2.7% 27,123 $5.7M
Fairman Group, LLC 5.13% Add +120.3% 27,065 $5.7M
Commonwealth Equity Services, LLC 0.01% Reduce -2.6% 26,882 $5.6M
Teachers Retirement System of the State of Kentucky 0.05% New 26,820 $5.6M
Bank of Montreal 0.00% Reduce -82.5% 26,656 $5.6M
Mark Sheptoff Financial Planning, LLC 2.98% Reduce -3.0% 26,697 $5.6M
Summit Global Investments 0.36% New 26,649 $5.6M
Capital Investment Counsel, Inc 0.80% Add +5.5% 26,646 $5.6M
Xponance LLC 0.05% Reduce -1.2% 26,545 $5.6M
Mackenzie Financial Corp. 0.01% Add +163.5% 26,275 $5.5M
DNB Asset Management AS 0.02% Add +6.6% 25,737 $5.4M
Trust Co of Kansas 2.62% Add +1.0% 25,721 $5.4M
Mission Wealth Management, LP 0.13% Add +7.1% 25,602 $5.4M
Mariner, LLC 0.01% Reduce -4.4% 25,540 $5.4M
Guggenheim Capital LLC 0.04% Add +0.7% 25,168 $5.3M
General American Investors Co. Inc. 0.36% New 24,457 $5.1M
Utah Retirement Systems 0.06% Add +0.4% 24,413 $5.1M
Vontobel Holding Ltd. 0.02% Add +6.2% 23,829 $5.0M
Lazard Asset Management LLC 0.01% Reduce -29.3% 23,639 $5.0M
Concentric Capital Strategies, LP 0.31% New 23,498 $4.9M
Calamos Wealth Management LLC 0.26% Add +0.7% 23,341 $4.9M
Jensen Investment Management Inc. 0.04% Add +9.5% 23,251 $4.9M
Synovus Financial Corp. 0.06% Reduce -15.6% 23,130 $4.9M
Evergreen Capital Management LLC 0.16% Add +3.7% 22,984 $4.8M
Lecap Asset Management Ltd. 1.03% Add +442.0% 22,660 $4.8M
Bank Hapoalim BM 0.75% Reduce -2.1% 22,445 $4.7M
Tidal Investments LLC 0.05% Add +77.1% 22,330 $4.7M
Selective Wealth Management, Inc. 1.91% Reduce -9.9% 22,477 $4.6M
Bristlecone Advisors, LLC 0.37% Add +3.5% 21,786 $4.6M
Assenagon Asset Management S.A. 0.01% Reduce -31.6% 21,279 $4.5M
UNIVEST FINANCIAL Corp 0.29% Add +1108.1% 21,082 $4.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.30% New 21,015 $4.4M
Legal Advantage Investments, Inc. 2.39% Reduce -0.5% 20,740 $4.4M
Strategic Planning Group, LLC 0.85% Add +4.1% 20,657 $4.3M
Bell Asset Management Ltd 0.79% Reduce -39.4% 20,551 $4.3M
Osaic Holdings, Inc. 0.01% Reduce -9.8% 20,432 $4.3M
Ceera Investments, LLC 1.61% New 20,365 $4.3M
Toronto Dominion Bank 0.01% Add +39.1% 20,180 $4.2M
Summit Partners Public Asset Management, LLC 0.19% No change 20,000 $4.2M
First Foundation Advisors 0.16% Add +22.7% 19,920 $4.2M
Swiss Life Asset Management Ltd 0.05% Add +9.0% 19,767 $4.1M
Yarbrough Capital, LLC 0.17% Reduce -12.8% 19,444 $4.1M
Nisa Investment Advisors, LLC 0.02% Reduce -2.6% 19,324 $4.1M
PFM Health Sciences, LP 0.24% New 19,259 $4.0M
Entropy Technologies, LP 0.42% Add +40.5% 19,044 $4.0M
Faithward Advisors, LLC 0.69% Reduce -2.4% 18,977 $4.0M
Sienna Gestion 0.26% Add +18.4% 18,704 $3.9M
Nissay Asset Management Corp. /Japan 0.02% Reduce -3.1% 18,575 $3.9M
Brown, Lisle/Cummings, Inc. 1.18% Reduce -6.2% 18,523 $3.9M
Achmea Investment Management B.V. 0.06% Add +9.2% 18,518 $3.9M
ExodusPoint Capital Management, LP 0.04% Reduce -90.1% 18,330 $3.8M
Goodman Advisory Group, LLC 1.10% Add +24.7% 18,289 $3.8M
Arthur M. Cohen & Associates, LLC 0.69% Reduce -0.1% 18,293 $3.8M
Daiwa Securities Group Inc. 0.02% Add +69.8% 18,006 $3.8M
M&T Bank Corp 0.01% Add +1.3% 17,531 $3.7M
Paragon Advisors, LLC 1.18% Add +0.8% 17,283 $3.6M
Platinum Investment Management Ltd. 0.16% Add +10.5% 17,119 $3.6M
LGT Fund Management Co Ltd. 0.37% Add +38.5% 17,024 $3.5M
EFG Asset Management (Americas) Corp. 0.68% Reduce -8.8% 16,549 $3.5M
Inspire Investing, LLC 0.35% Reduce -0.9% 16,450 $3.5M
Sequoia Financial Advisors, LLC 0.04% Add +3.5% 16,449 $3.5M
Sterling Capital Management LLC 0.04% — 16,398 $3.4M
Aviva PLC 0.01% Reduce -0.2% 16,263 $3.4M
Comerica Bank 0.01% Reduce -9.7% 16,199 $3.4M
Dnca Finance 0.30% New 16,000 $3.4M
Gotham Asset Management 0.03% Add +34.5% 15,815 $3.3M
Public Employees Retirement Association of Colorado 0.01% Reduce -26.3% 15,755 $3.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -28.4% 15,746 $3.3M
Cardinal Capital Management 0.51% Add +1.5% 15,683 $3.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.4% 15,558 $3.3M
HighTower Advisors, LLC 0.00% Reduce -6.6% 15,634 $3.3M
Shell Asset Management Co. 0.14% — 15,420 $3.2M
Baillie Gifford & Co. 0.00% Reduce -69.4% 15,349 $3.2M
Old North State Wealth Management, LLC 1.80% Add +9.8% 15,296 $3.2M
Atria Investments, Inc 0.04% Add +13.7% 14,999 $3.1M
Bokf, NA 0.06% Reduce -1.5% 15,264 $3.1M
Teza Capital Management LLC 0.34% Reduce -24.6% 14,801 $3.1M
Snider Financial Group 1.13% Add +1.1% 14,769 $3.1M
Blue Zone Wealth Advisors, LLC 0.96% Add +4.6% 14,640 $3.1M
Apella Capital, LLC 0.13% Add +0.1% 14,784 $3.1M
Texas Yale Capital Corp. 0.13% No change 14,512 $3.0M
Davidson Capital Management Inc. 0.87% Reduce -17.4% 14,344 $3.0M
Fort Point Capital Partners LLC 0.38% No change 14,257 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +15.2% 14,240 $3.0M
GTS Securities LLC 0.06% Reduce -6.3% 14,143 $3.0M
APG Asset Management N.V. 0.02% Reduce -85.5% 15,491 $2.9M
Diversified Trust Co. 0.07% Add +0.1% 13,866 $2.9M
Janus Henderson Group PLC 0.00% Add +34.4% 13,824 $2.9M
Scotia Capital Inc. 0.02% Add +4.6% 13,737 $2.9M
Ethic Inc. 0.07% Add +10.8% 12,403 $2.9M
Point72 Hong Kong Ltd 0.21% New 13,666 $2.9M
Corient Private Wealth LP 0.00% Add +30.0% 13,655 $2.9M
Hikari Tsushin, Inc. 0.20% Add +97.0% 13,562 $2.8M
Elo Mutual Pension Insurance Co 0.06% Reduce -3.5% 13,557 $2.8M
Himension Capital (singapore) Pte. LTD. 0.22% Reduce -26.9% 13,417 $2.8M
Exchange Traded Concepts, LLC 0.06% Reduce -11.4% 12,916 $2.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% No change 12,668 $2.7M
Two Sigma Securities, LLC 0.21% Add +192.2% 12,513 $2.6M
Bayesian Capital Management, LP 0.31% New 12,500 $2.6M
Walleye Capital LLC 0.03% Add +11.5% 12,430 $2.6M
William Allan Corp 1.61% Add +1.5% 12,386 $2.6M
Atria Wealth Solutions, Inc. 0.03% Reduce -5.4% 12,367 $2.6M
Investment Research & Advisory Group, Inc. 1.10% Reduce -2.2% 12,363 $2.6M
DAVENPORT & Co LLC 0.02% Reduce -3.4% 12,302 $2.6M
Slow Capital, Inc. 0.39% Add +0.7% 12,234 $2.6M
Park Avenue Securities LLC 0.03% Reduce -29.7% 11,995 $2.5M
Linden Thomas Advisory Services, LLC 0.34% Add +0.4% 11,972 $2.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +12.5% 11,687 $2.5M
Gulf International Bank (UK) Ltd 0.06% Reduce -4.5% 11,542 $2.4M
Boomfish Wealth Group, LLC 1.47% Reduce -3.2% 11,441 $2.4M
Clearbridge Investments, LLC 0.00% Reduce -2.4% 11,407 $2.4M
Investment Management Corp of Ontario 0.05% Add +234.6% 11,355 $2.4M
Prudential Financial Inc. 0.00% Reduce -2.9% 11,284 $2.4M
Pathstone Holdings, LLC 0.01% Add +15.4% 11,281 $2.4M
Nebula Research & Development LLC 0.28% New 11,280 $2.4M
Nwam LLC 0.14% Add +0.0% 11,110 $2.3M
Bridgeway Capital Management, LLC 0.05% No change 11,050 $2.3M
Allen Capital Group, LLC 0.29% Add +9.5% 11,043 $2.3M
Graham Capital Management, L.P. 0.12% Reduce -58.4% 10,948 $2.3M
Principal Securities, Inc. 0.06% Reduce -8.1% 10,928 $2.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.8% 10,844 $2.3M
Walleye Trading LLC 0.05% Add +145.4% 10,831 $2.3M
Linscomb Wealth, Inc. 0.11% Add +1.2% 10,733 $2.3M
Kingsview Wealth Management, LLC 0.05% Reduce -1.4% 10,599 $2.2M
Diversify Wealth Management, LLC 0.21% New 10,161 $2.2M
AE Wealth Management LLC 0.02% Reduce -14.0% 10,498 $2.2M
Forge First Asset Management Inc. 1.21% New 10,498 $2.2M
Knollwood Investment Advisory, LLC 0.23% No change 10,420 $2.2M
Silvant Capital Management LLC 0.10% No change 10,373 $2.2M
CGN Advisors LLC 0.22% Add +7.3% 10,238 $2.1M
Oak Associates Ltd. 0.14% No change 10,221 $2.1M
World Investment Advisors 0.07% New 10,155 $2.1M
Alberta Investment Management Corp 0.02% New 10,100 $2.1M
QRG Capital Management, Inc. 0.02% Add +7.1% 9,987 $2.1M
Centiva Capital, LP 0.09% Reduce -26.9% 9,964 $2.1M
Amalgamated Bank 0.02% Reduce -0.4% 9,924 $2.1M
Scientech Research LLC 0.41% Reduce -16.7% 9,913 $2.1M
FourThought Financial Partners, LLC 0.25% Add +5.4% 9,881 $2.1M
National Philanthropic Trust 0.04% Reduce -0.6% 9,736 $2.0M
Maven Securities LTD 0.23% Reduce -15.2% 9,720 $2.0M
MetLife Investment Management, LLC 0.01% Reduce -1.9% 9,299 $2.0M
Y-Intercept (Hong Kong) Ltd 0.12% Reduce -8.2% 9,143 $1.9M
Pitcairn Co. 0.11% Reduce -13.3% 9,086 $1.9M
Hunting Hill Global Capital, LLC 2.67% No change 9,062 $1.9M
Ieq Capital, LLC 0.02% Add +13.9% 9,045 $1.9M
Banque Cantonale Vaudoise 0.08% Add +70.1% 9,041 $1.9M
Sheaff Brock Investment Advisors, LLC 0.16% Add +1.9% 8,955 $1.9M
Cibc World Markets Corp. 0.01% Add +8.3% 8,949 $1.9M
MYDA Advisors LLC 0.53% Add +128.5% 8,890 $1.9M
Mirador Capital Partners LP 0.34% Reduce -5.9% 8,877 $1.9M
Headlands Technologies LLC 0.21% Reduce -25.1% 8,822 $1.9M
Avantax Advisory Services, Inc. 0.01% Add +2.6% 8,749 $1.8M
Orion Capital Management LLC 0.89% Add +0.4% 8,695 $1.8M
National Bank of Canada 0.00% Add +33.4% 8,662 $1.8M
Clear Harbor Asset Management, LLC 0.15% Add +0.1% 8,465 $1.8M
NewEdge Advisors, LLC 0.01% Add +39.0% 8,440 $1.8M
Fifth Third Bancorp 0.01% Add +1.2% 8,440 $1.8M
Maryland State Retirement & Pension System 0.04% Reduce -25.9% 8,427 $1.8M
Voya Financial Advisors, Inc. 0.19% Reduce -5.0% 8,358 $1.8M
Fiduciary Trust Co 0.02% Add +0.9% 8,289 $1.7M
Orion Porfolio Solutions, LLC 0.02% Add +6.9% 8,195 $1.7M
Orion Portfolio Solutions, LLC 0.02% Add +6.9% 8,195 $1.7M
Greenfield Seitz Capital Management, LLC 0.63% Reduce -7.1% 8,170 $1.7M
Hartline Investment Corp./ 0.21% Add +6.2% 8,106 $1.7M
Welch & Forbes LLC 0.02% Reduce -8.3% 8,093 $1.7M
Walkner Condon Financial Advisors LLC 0.34% Add +0.1% 8,051 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -27.7% 8,033 $1.7M
Sandy Spring Bank 0.07% Reduce -13.9% 7,949 $1.7M
Kestra Advisory Services, LLC 0.01% Reduce -0.5% 7,909 $1.7M
TD Private Client Wealth LLC 0.05% Add +175.9% 7,902 $1.7M
Mercer Global Advisors Inc. 0.00% Add +14.0% 7,956 $1.7M
Captrust Financial Advisors 0.00% Add +10.5% 7,865 $1.7M
Independent Financial Group, LLC 0.06% Reduce -0.9% 7,829 $1.6M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -4.7% 7,766 $1.6M
Cornercap Investment Counsel Inc. 0.48% Reduce -31.1% 7,741 $1.6M
Rafferty Asset Management, LLC 0.01% Reduce -41.6% 7,721 $1.6M
Cunning Capital Partners, LP 0.85% No change 7,715 $1.6M
Quantitative Investment Management, LLC 0.16% New 7,646 $1.6M
OMERS ADMINISTRATION Corp 0.01% Add +43.2% 7,622 $1.6M
Circle Wealth Management, LLC 0.04% Add +131.5% 7,613 $1.6M
Sanctuary Advisors, LLC 0.01% Add +19.7% 7,335 $1.6M
Leelyn Smith, LLC 0.28% Add +8.4% 7,512 $1.6M
Savant Capital, LLC 0.01% Add +513.5% 7,503 $1.6M
Laurion Capital Management LP 0.10% Add +303.0% 7,500 $1.6M
Regions Financial Corp. 0.01% Reduce -0.6% 7,474 $1.6M
Trilogy Capital Inc. 0.08% Add +26.0% 7,306 $1.5M
Berger Financial Group, Inc 0.11% New 7,272 $1.5M
Motley Fool Asset Management LLC 0.09% Add +5.1% 7,282 $1.5M
Goelzer Investment Management, Inc. 0.08% New 7,184 $1.5M
Cresset Asset Management, LLC 0.01% Add +0.9% 7,158 $1.5M
Private Advisor Group, LLC 0.01% Reduce -21.7% 7,041 $1.5M
Reynders McVeigh Capital Management, LLC 0.08% Reduce -39.0% 7,018 $1.5M
Ostrum Asset Management 0.12% Add +54.3% 7,011 $1.5M
Alps Advisors Inc. 0.01% Reduce -8.3% 6,931 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.20% Add +0.7% 6,924 $1.5M
OV Management LLC 0.96% Add +3.8% 6,914 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Add +19.5% 6,815 $1.4M
Vinva Investment Management Ltd 0.06% Add +8.9% 6,767 $1.4M
Patten Group, Inc. 0.32% Add +3.7% 6,798 $1.4M
Global Retirement Partners, LLC 0.04% Reduce -5.8% 6,796 $1.4M
Cwm, LLC 0.01% Add +61.3% 6,770 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +0.2% 6,702 $1.4M
New York State Teachers Retirement System 0.00% No change 6,645 $1.4M
Harrington Investments, INC 0.76% Reduce -8.6% 6,631 $1.4M
Benjamin Edwards Inc. 0.02% Add +650.6% 6,620 $1.4M
Jacobs Levy Equity Management, Inc. 0.01% New 6,602 $1.4M
Peloton Wealth Strategists 0.56% Add +19.5% 6,565 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Add +19.6% 6,542 $1.4M
Barbara Oil Co. 0.56% Add +4.8% 6,475 $1.4M
Plato Investment Management Ltd 0.11% No change 6,349 $1.3M
Commerce Bank 0.01% Add +4.4% 6,330 $1.3M
Seven Eight Capital, LP 0.12% New 6,308 $1.3M
Decatur Capital Management, Inc. 0.60% Add +0.1% 6,184 $1.3M
Profund Advisors LLC 0.05% Reduce -32.9% 6,149 $1.3M
Verition Fund Management LLC 0.01% Add +116.8% 6,111 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% No change 6,074 $1.3M
Choreo, LLC 0.02% Add +6.0% 6,110 $1.3M
Dynamic Technology Lab Private Ltd 0.13% Reduce -80.9% 6,035 $1.3M
Paces Ferry Wealth Advisors, LLC 0.73% Reduce -14.4% 6,027 $1.3M
Nia Impact Advisors, LLC 0.42% Reduce -1.6% 6,019 $1.3M
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 5,987 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -2.0% 5,987 $1.3M
Liberty Capital Management, Inc. 0.28% Add +1.7% 5,937 $1.2M
Triangle Securities Wealth Management 0.32% Add +0.9% 5,855 $1.2M
Natixis 0.01% Add +100.9% 5,791 $1.2M
M&G PLC 0.01% Reduce -5.7% 5,780 $1.2M
Argent Trust Co 0.05% Add +4.6% 5,753 $1.2M
Legato Capital Management LLC 0.15% No change 5,700 $1.2M
J. Safra Sarasin Holding AG 0.02% Reduce -3.1% 5,673 $1.2M
GLOBALT Investments LLC / GA 0.04% Reduce -4.7% 5,671 $1.2M
CIBC Asset Management Inc 0.00% Add +5.5% 5,641 $1.2M
D.A. Davidson & Co. 0.01% Add +2.5% 5,630 $1.2M
SG Americas Securities, LLC 0.00% Add +667.4% 5,594 $1.2M
Bank of Nova Scotia 0.00% Reduce -3.8% 5,593 $1.2M
Bridgefront Capital, LLC 0.45% New 5,583 $1.2M
Montag & Caldwell, LLC 0.24% Add +63.9% 5,565 $1.2M
Credit Agricole S A 0.01% Add +42.3% 5,556 $1.2M
Petrus Trust Company, LTA 0.11% Add +80.4% 5,484 $1.2M
Bell Bank 0.14% Reduce -3.3% 5,450 $1.1M
Arax Advisory Partners 0.10% Reduce -2.8% 5,363 $1.1M
Quantinno Capital Management LP 0.01% Add +20.2% 5,352 $1.1M
Cim, LLC 0.16% Reduce -0.7% 5,327 $1.1M
Semmax Financial Advisors Inc. 0.30% Reduce -4.0% 4,651 $1.1M
Coldstream Capital Management Inc. 0.02% Add +95.3% 4,866 $1.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -13.8% 5,119 $1.1M
Verdence Capital Advisors LLC 0.08% Add +4.8% 5,065 $1.1M
Metis Global Partners, LLC 0.03% Add +13.1% 5,057 $1.1M
Wolverine Trading, LLC 0.03% Add +81.3% 5,033 $1.1M
XTX Topco Ltd 0.08% Add +78.2% 5,056 $1.1M
Archford Capital Strategies, LLC 0.16% Add +4.8% 5,006 $1.1M
Qtron Investments LLC 0.14% Add +25.4% 4,887 $1.0M
Deerfield Management Company, L.P. 0.02% Add +13.1% 4,854 $1.0M
Pacer Advisors, Inc. 0.00% Reduce -16.1% 4,774 $1.0M
Townsquare Capital LLC 0.01% Add +35.7% 4,762 $999K
CenterBook Partners LP 0.06% Reduce -78.8% 4,756 $998K
nVerses Capital, LLC 0.45% Add +11.9% 4,700 $986K
Unique Wealth Strategies, LLC 0.42% Add +23.6% 4,617 $969K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +0.7% 4,604 $966K
Simmons Bank 0.07% New 4,537 $952K
Schaper Benz & Wise Investment Counsel Inc. 0.08% New 4,519 $948K
Bleakley Financial Group, LLC 0.03% Add +11.0% 4,476 $939K
Peninsula Wealth, LLC 0.16% Reduce -38.0% 4,222 $918K
Martingale Asset Management L P 0.02% Reduce -10.2% 4,325 $908K
Retireful, LLC 0.67% New 4,312 $905K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.35% No change 4,310 $905K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +1.2% 4,307 $904K
Sapient Capital LLC 0.02% Reduce -5.6% 4,295 $901K
Machina Capital S.A.S. 0.35% Add +70.2% 4,249 $892K
Ossiam 0.02% Add +37.2% 4,247 $891K
HRT Financial LP 0.00% Reduce -52.6% 4,246 $891K
AlphaQuest LLC 0.08% Add +4.7% 4,172 $876K
Oppenheimer & Co. Inc. 0.01% Reduce -29.2% 4,171 $875K
Empowered Funds, LLC 0.01% Add +2.2% 4,170 $875K
State of Alaska, Department of Revenue 0.01% Reduce -54.7% 4,160 $873K
Campbell & CO Investment Adviser LLC 0.06% Reduce -6.9% 4,144 $870K
Los Angeles Capital Management LLC 0.00% Reduce -62.7% 4,078 $856K
SkyOak Wealth, LLC 0.19% No change 4,075 $855K
First Bank & Trust 0.16% Add +2.2% 3,966 $832K
Landscape Capital Management, L.L.C. 0.08% Reduce -50.5% 3,938 $826K
Brandywine Managers, LLC 0.88% No change 3,919 $822K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -6.4% 3,915 $822K
Hills Bank & Trust Co 0.06% Reduce -1.0% 3,912 $821K
Clearstead Advisors, LLC 0.01% Add +0.7% 3,889 $816K
UniSuper Management Pty Ltd 0.01% Reduce -79.1% 3,800 $798K
EP Wealth Advisors, LLC 0.01% New 3,758 $789K
Shepherd Financial Partners LLC 0.09% Add +1.7% 3,752 $787K
New England Research & Management, Inc. 0.37% New 3,725 $782K
Compound Planning, Inc. 0.05% Add +23.9% 3,716 $780K
Ontario Teachers Pension Plan Board 0.01% Reduce -80.4% 3,692 $775K
Columbia Bank 0.28% Add +8.1% 3,679 $772K
GraniteShares Advisors LLC 0.52% Reduce -12.6% 3,678 $772K
Curi Capital, LLC 0.02% No change 3,648 $766K
Bath Savings Trust Co 0.08% Add +73.5% 3,634 $763K
Legacy Advisors, LLC 0.08% Reduce -2.0% 3,613 $758K
Cornell Pochily Investment Advisors, Inc. 0.26% Add +0.9% 3,612 $758K
Fortis Capital Advisors, LLC 0.25% Reduce -52.0% 3,607 $757K
Belpointe Asset Management LLC 0.05% Reduce -52.0% 3,607 $757K
APG Asset Management US Inc. 0.01% Reduce -92.0% 3,560 $739K
Maia Wealth LLC 0.18% Add +14.9% 3,468 $737K
Wealthfront Advisers LLC 0.00% Add +40.8% 3,512 $737K
Brevan Howard Capital Management LP 0.04% New 3,504 $735K
Jones Financial Companies LLLP 0.00% Add +62.1% 3,456 $729K
TFB Advisors LLC 0.22% Add +0.3% 3,458 $726K
Mutual of America Capital Management LLC 0.01% Add +51.3% 3,432 $720K
Suncoast Equity Management 0.08% Add +3.2% 3,410 $716K
Leonteq Securities AG 0.08% Reduce -49.7% 3,397 $713K
Procyon Advisors, LLC 0.05% New 3,391 $712K
Sigma Planning Corp 0.02% Add +0.1% 3,380 $709K
Bank of Hawaii 0.03% No change 3,354 $704K
First Commonwealth Financial Corp 0.17% No change 3,350 $703K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -6.9% 3,324 $698K
HF Advisory Group, LLC 0.32% Add +9.9% 3,316 $696K
Advisors Capital Management, LLC 0.01% Add +4.2% 3,309 $695K
Neuberger Berman Group LLC 0.00% Add +26.1% 3,309 $694K
CSS LLC 0.12% New 3,300 $693K
Rovin Capital /Ut/ 0.26% Reduce -10.5% 3,285 $689K
Simplify Asset Management Inc. 0.05% Add +67.4% 3,223 $676K
Farther Finance Advisors, LLC 0.03% Reduce -20.9% 3,216 $675K
Paloma Partners Management Co 0.05% Add +2374.8% 3,143 $660K
Dana Investment Advisors, Inc. 0.02% Reduce -11.1% 3,140 $659K
iA Global Asset Management Inc. 0.01% New 3,136 $658K
Advisory Services Network, LLC 0.01% No change 3,583 $656K
Hutchinson Capital Management 0.12% Add +0.0% 3,122 $655K
SpiderRock Advisors, LLC 0.01% Reduce -4.1% 3,102 $651K
Jamison Private Wealth Management, Inc. 0.10% Reduce -1.5% 3,101 $651K
Illinois Municipal Retirement Fund 0.01% No change 3,093 $649K
Conestoga Capital Advisors, LLC 0.01% Reduce -4.0% 3,079 $646K
Citizens Financial Group Inc. 0.01% Reduce -0.2% 3,070 $644K
Arkadios Wealth Advisors 0.04% Add +15.3% 3,054 $641K
LRT Capital Management, LLC 0.59% Add +36.3% 3,037 $637K
Snowden Capital Advisors LLC 0.02% Reduce -3.8% 3,009 $631K
Baader Bank Aktiengesellschaft 0.05% Add +6.2% 3,026 $625K
Rakuten Investment Management, Inc. 0.00% Add +31.4% 2,947 $621K
Quantbot Technologies LP 0.02% Reduce -73.3% 2,921 $613K
KCM Investment Advisors LLC 0.02% No change 2,917 $612K
Regal Investment Advisors LLC 0.04% Add +14.3% 2,897 $608K
Mfa Wealth Advisors, LLC 0.13% Add +0.3% 2,874 $603K
Corebridge Financial, Inc. 0.00% Reduce -3.4% 2,833 $595K
Emerald Advisers, LLC 0.02% Reduce -2.2% 2,772 $582K
Strategic Advisors LLC 0.11% No change 2,757 $579K
Cibc World Market Inc. 0.00% Add +17.3% 2,754 $578K
Hikari Power Ltd 0.05% No change 2,730 $573K
Vestcor Inc 0.02% Add +0.0% 2,721 $571K
First American Bank 0.04% No change 2,690 $565K
1834 Investment Advisors Co. 0.07% Add +5.8% 2,660 $558K
Versor Investments LP 0.09% Reduce -41.5% 2,601 $546K
Baron Wealth Management LLC 0.26% Reduce -1.7% 2,599 $545K
Meeder Advisory Services, Inc. 0.04% Reduce -1.3% 2,596 $545K
New York Life Investment Management LLC 0.01% Add +14.4% 2,592 $544K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -8.0% 2,614 $543K
Kestra Private Wealth Services, LLC 0.01% Reduce -31.8% 2,475 $532K
Foundations Investment Advisors, LLC 0.01% Add +0.2% 2,508 $526K
Gsa Capital Partners LLP 0.04% New 2,505 $526K
WealthBridge Capital Management, LLC 0.15% Add +36.4% 2,506 $526K
Keybank National Association 0.00% Add +74.1% 2,493 $523K
Copperleaf Capital, LLC 0.40% Add +0.9% 2,485 $522K
Net Worth Advisory Group 0.15% — 2,476 $520K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -6.7% 2,470 $518K
First Trust Direct Indexing L.P. 0.03% Add +63.5% 2,424 $509K
Integrated Investment Consultants, LLC 0.11% Add +44.9% 2,395 $503K
Pallas Capital Advisors LLC 0.02% New 2,345 $499K
Ellevest, Inc. 0.03% Add +23.6% 2,371 $498K
Alyeska Investment Group, L.P. 0.00% Reduce -99.3% 2,369 $497K
Evoke Wealth, LLC 0.01% New 2,357 $495K
Globeflex Capital L P 0.05% No change 2,347 $493K
Cape Investment Advisory, Inc. 0.20% Reduce -0.5% 2,339 $491K
Kestra Investment Management, LLC 0.02% New 2,312 $485K
&partners 0.01% New 2,319 $485K
Donoghue Forlines LLC 0.14% Add +9.7% 2,305 $484K
First Manhattan Co. Llc. 0.00% Reduce -0.0% 2,300 $483K
Correct Capital Wealth Management 0.11% Add +5.1% 2,286 $480K
Edgestream Partners, L.P. 0.02% New 2,275 $477K
Capital Investment Advisory Services, LLC 0.05% Add +5.4% 2,267 $476K
Lion Street Advisors, LLC 0.17% Reduce -0.3% 2,257 $474K
Algert Global LLC 0.01% Add +64.0% 2,254 $473K
Drucker Wealth 3.0, LLC 0.11% Add +2.0% 2,247 $472K
Wedbush Securities Inc. 0.02% Reduce -4.5% 2,239 $470K
Norinchukin Bank, The 0.01% Add +2.0% 2,195 $461K
Concourse Financial Group Securities, Inc. 0.03% Reduce -24.1% 2,178 $457K
Apollon Wealth Management, LLC 0.01% Reduce -9.8% 2,172 $456K
Gilbert & Cook, Inc. 0.06% New 2,156 $452K
Vident Advisory, LLC 0.01% Reduce -23.9% 2,151 $451K
Bard Financial Services, Inc. 0.05% Reduce -14.8% 2,150 $451K
HB Wealth Management, LLC 0.00% Add +15.5% 2,142 $450K
Perigon Wealth Management, LLC 0.01% New 2,133 $448K
Geneos Wealth Management Inc. 0.02% Reduce -37.8% 2,125 $446K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 2,120 $445K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Reduce -4.6% 2,100 $441K
Independent Advisor Alliance 0.02% Reduce -1.3% 2,092 $439K
Cherry Creek Investment Advisors, Inc. 0.22% Reduce -41.4% 2,023 $425K
Smartleaf Asset Management LLC 0.05% Add +33.3% 2,012 $424K
Flagship Harbor Advisors, LLC 0.02% Reduce -17.6% 2,007 $421K
Wedmont Private Capital 0.02% Add +6.1% 2,079 $420K
HighPoint Advisor Group LLC 0.02% Reduce -7.0% 1,964 $418K
Groupama Asset Managment 0.01% No change 2,472 $417K
Axq Capital, LP 0.13% Reduce -84.0% 1,982 $416K
Twin City Private Wealth, LLC 0.36% Reduce -0.4% 1,978 $415K
Moseley Investment Management Inc. 0.16% Reduce -9.8% 1,937 $407K
Walter & Keenan Wealth Management LLC /in/ 0.12% Reduce -0.5% 1,923 $404K
OneDigital Investment Advisors LLC 0.00% Add +7.3% 1,909 $401K
State of Wyoming 0.06% Add +14.0% 1,893 $397K
Yousif Capital Management, LLC 0.00% Add +1.3% 1,887 $396K
J.W. Cole Advisors, Inc. 0.02% Add +55.8% 1,882 $395K
Hengehold Capital Management LLC 0.04% No change 1,877 $394K
Roberts Capital Advisors, LLC 0.33% No change 1,864 $391K
First Financial Bankshares Inc 0.01% No change 1,856 $390K
HBK Sorce Advisory LLC 0.01% Reduce -12.2% 1,853 $389K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +409.6% 1,850 $388K
Lido Advisors, LLC 0.00% Add +3.8% 1,834 $385K
CHICAGO TRUST Co NA 0.07% Add +4.3% 1,827 $383K
State of Michigan Retirement System 0.00% No change 1,800 $378K
Mesirow Financial Investment Management, Inc. 0.01% New 1,796 $377K
IFP Advisors, Inc 0.01% Reduce -8.9% 1,795 $377K
Stephens Inc. 0.01% Reduce -7.2% 1,788 $375K
Physicians Financial Services, Inc. 0.12% New 1,784 $374K
Radnor Capital Management, LLC 0.06% New 1,780 $374K
Bessemer Group Inc. 0.00% Add +125.5% 1,777 $372K
Hemenway Trust Co LLC 0.03% Reduce -16.6% 1,756 $369K
UMB Bank, n.a. 0.01% Reduce -4.3% 1,755 $368K
Crestwood Advisors Group, LLC 0.01% Reduce -9.8% 1,739 $365K
Siemens Fonds Invest GmbH 0.03% Add +43.4% 3,369 $365K
LifePlan Financial, LLC 0.31% Reduce -5.3% 1,736 $364K
C M Bidwell & Associates Ltd. 0.22% Add +43.8% 1,690 $355K
Clare Market Investments LLC 0.09% Reduce -5.1% 1,684 $353K
Stevard, LLC 1.43% Reduce -71.4% 1,670 $350K
Griffin Asset Management, Inc. 0.04% No change 1,670 $350K
Valley National Advisers Inc. 0.06% Reduce -0.6% 1,662 $348K
Yorktown Management & Research Co Inc 0.35% No change 1,650 $346K
Trivium Point Advisory, LLC 0.05% Reduce -6.9% 1,480 $345K
17 Capital Partners, LLC 0.22% Reduce -1.2% 1,628 $342K
Biondo Investment Advisors, LLC 0.05% No change 1,625 $341K
Hilltop Holdings Inc. 0.02% New 1,620 $340K
Gladstone Institutional Advisory LLC 0.02% Add +2.9% 1,612 $338K
Larson Financial Group LLC 0.02% Add +70.5% 1,604 $337K
FineMark National Bank & Trust 0.01% No change 1,604 $337K
PKO Investment Management Joint-Stock Co 0.04% Reduce -83.3% 1,600 $336K
Main Street Research LLC 0.02% No change 1,600 $336K
Americana Partners, LLC 0.02% Add +42.3% 1,574 $330K
Avitas Wealth Management LLC 0.05% Reduce -7.0% 1,563 $328K
Huntington National Bank 0.00% Add +19.8% 1,559 $327K
Cullen/Frost Bankers, Inc. 0.00% Add +3.7% 1,556 $327K
Qsemble Capital Management, LP 0.06% New 1,553 $326K
Summit Financial, LLC 0.01% New 1,547 $325K
DC Investments Management, LLC 0.22% No change 1,526 $320K
Angeles Wealth Management, LLC 0.03% New 1,521 $319K
Cigna Investments Inc. 0.06% No change 1,513 $318K
Prosperity Wealth Management, Inc. 0.13% New 1,515 $318K
MAI Capital Management 0.00% Reduce -28.1% 1,506 $316K
Wealth Management Associates, Inc. 0.14% Add +14.9% 1,499 $315K
Balanced Rock Investment Advisors LLC 0.24% Add +1.5% 1,489 $312K
Facet Wealth, Inc. 0.01% No change 1,456 $310K
Hennion & Walsh Asset Management, Inc. 0.01% New 1,462 $307K
Bank of Marin 0.25% New 1,452 $305K
Aft, Forsyth & Company, Inc. 0.15% Add +902.8% 1,444 $303K
Premier Path Wealth Partners, LLC 0.05% Reduce -1.1% 1,444 $303K
Howard Bailey Securities, LLC 0.11% — 1,440 $302K
Koss-Olinger Consulting, LLC 0.03% Add +24.7% 1,413 $297K
Thoroughbred Financial Services, LLC 0.02% No change 1,411 $296K
Integrated Wealth Concepts LLC 0.00% Reduce -19.7% 1,407 $295K
Professional Advisory Services Inc. 0.04% No change 1,400 $294K
Wealth Group, Ltd. 0.19% New 1,384 $290K
RiverGlades Family Offices LLC 0.21% No change 1,375 $289K
Oak Thistle LLC 0.09% New 1,359 $285K
Lanark Financial, Inc. 0.02% Add +8.4% 1,347 $282K
BTG Pactual Asset Management US LLC 0.04% New 1,339 $281K
Centaurus Financial, Inc. 0.02% Add +28.1% 1,335 $280K
Tudor Investment Corporation 0.00% Reduce -86.4% 1,325 $278K
Spectrum Asset Management, Inc. (NB/CA) 0.12% New 1,315 $276K
Investment Partners Asset Management, Inc. 0.23% No change 1,315 $276K
KRS Capital Management, LLC 0.20% Reduce -3.7% 1,315 $276K
Marks Group Wealth Management, Inc 0.03% New 1,304 $274K
Axxcess Wealth Management, LLC 0.01% Add +0.5% 1,304 $274K
United Capital Financial Advisors, LLC 0.00% Add +15.4% 1,288 $270K
Bfsg, LLC 0.03% No change 1,288 $270K
Bridges Investment Management Inc. 0.00% New 1,282 $269K
Capital Asset Advisory Services LLC 0.01% Add +6.3% 1,304 $267K
Tudor Financial Inc. 0.16% — 1,265 $265K
Westpac Banking Corp. 0.02% Add +25.1% 1,248 $262K
Epoch Investment Partners, Inc. 0.00% Reduce -99.7% 1,242 $261K
Baker Tilly Wealth Management, LLC 0.11% New 1,232 $259K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,219 $256K
GM Advisory Group, LLC 0.02% No change 1,219 $256K
Forum Financial Management, LP 0.00% Add +3.5% 1,219 $256K
Sara-Bay Financial 0.09% Reduce -24.3% 1,208 $254K
Signaturefd, LLC 0.00% Add +1.6% 1,207 $253K
Sandhill Capital Partners LLC 0.02% No change 1,200 $252K
Householder Group Estate & Retirement Specialist, LLC 0.07% Reduce -37.6% 1,199 $251K
One Wealth Map LLC 0.15% Reduce -3.3% 1,195 $251K
Centurion Wealth Management LLC 0.08% — 1,192 $250K
Personal Cfo Solutions, LLC 0.03% Reduce -8.5% 1,190 $250K
Crossmark Global Holdings, Inc. 0.00% Reduce -6.9% 1,182 $248K
Moloney Securities Asset Management, LLC 0.03% New 1,181 $248K
Arlington Financial Advisors, LLC 0.05% Add +2.7% 1,173 $246K
Glenmede Trust Co. NA 0.00% Reduce -2.7% 1,173 $246K
Concurrent Investment Advisors, LLC 0.01% New 1,168 $245K
NewEdge Wealth, LLC 0.00% New 1,167 $245K
Mgo One Seven LLC 0.01% Reduce -3.4% 1,166 $245K
Taylor Hoffman Capital Management LLC 0.09% — 1,141 $238K
Connecticut Wealth Management, LLC 0.01% Reduce -8.5% 1,135 $238K
Triumph Capital Management 0.08% Add +0.6% 1,130 $237K
Tower Research Capital LLC (TRC) 0.01% Reduce -76.6% 1,121 $235K
Sunbelt Securities, Inc. 0.02% Reduce -2.7% 1,118 $235K
Hunter Associates Investment Management LLC 0.04% No change 1,143 $234K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -50.0% 1,100 $231K
Raymond James Trust N.A. 0.01% New 1,099 $231K
Howard Capital Management, LLC 0.00% New 1,095 $230K
IHT Wealth Management, LLC 0.01% New 1,096 $229K
Wendell David Associates Inc. 0.02% New 1,076 $226K
SJS Investment Consulting Inc. 0.04% Add +0.3% 1,073 $225K
Parallel Advisors, LLC 0.01% Add +21.1% 1,058 $222K
Claret Asset Management Corp 0.04% New 1,057 $222K
United Community Bank 0.09% Reduce -9.1% 1,055 $221K
RKL Wealth Management LLC 0.02% New 1,042 $219K
Rehmann Capital Advisory Group 0.01% Reduce -11.9% 1,018 $217K
Invictus Private Wealth, LLC 0.02% Reduce -7.5% 1,017 $213K
PGIM Custom Harvest LLC 0.00% New 1,008 $212K
BLB&B Advisors, LLC 0.01% Reduce -30.5% 1,006 $211K
SlateStone Wealth, LLC 0.02% New 1,000 $210K
Blossom Wealth Management 0.42% Reduce -33.3% 1,000 $210K
Cross Staff Investments Inc 0.16% New 1,000 $210K
Merrion Investment Management Co, LLC 0.14% New 1,000 $210K
Confluence Wealth Services, Inc. 0.02% New 997 $209K
Pursue Wealth Partners LLC 0.11% Reduce -52.6% 990 $208K
GAMMA Investing LLC 0.02% Add +13.1% 977 $205K
Mutual Advisors, LLC 0.01% New 959 $204K
Brookstone Capital Management 0.00% New 967 $203K
McDaniel Terry & Co. 0.02% New 956 $201K
GeoWealth Management, LLC 0.01% New 921 $193K
Allworth Financial LP 0.00% Reduce -44.3% 914 $192K
Blue Trust, Inc. 0.00% Add +453.9% 986 $180K
CENTRAL TRUST Co 0.00% Reduce -19.5% 844 $177K
Creekmur Asset Management LLC 0.04% Reduce -3.3% 840 $176K
Covestor Ltd 0.11% Add +20.1% 841 $176K
Oarsman Capital, Inc. 0.03% New 831 $174K
Avior Wealth Management, LLC 0.01% Reduce -1.8% 809 $170K
Wilmington Savings Fund Society, FSB 0.00% New 801 $168K
Acima Private Wealth, LLC 0.06% No change 792 $166K
Quadrant Capital Group LLC 0.01% Add +0.4% 778 $163K
China Universal Asset Management Co., Ltd. 0.02% No change 771 $162K
Seaport Global Advisors, LLC 0.51% No change 768 $161K
Harbour Investments, Inc. 0.00% Add +1.4% 726 $152K
Penserra Capital Management LLC 0.00% Add +1.1% 705 $147K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 696 $146K
Bartlett & Co. Wealth Management LLC 0.00% No change 660 $139K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +4.8% 651 $137K
Global Trust Asset Management, LLC 0.05% Reduce -5.0% 649 $136K
Studio Investment Management LLC 0.03% Add +5.3% 638 $134K
Brown Brothers Harriman & Co. 0.00% Add +24.2% 621 $130K
Ramirez Asset Management, Inc. 0.02% No change 600 $126K
PEAK6 Investments LLC 0.01% Reduce -92.3% 589 $124K
First Horizon Advisors, Inc. 0.00% Add +1.8% 576 $121K
Park Place Capital Corp 0.03% Add +11.5% 574 $120K
International Assets Investment Management, LLC 0.01% Reduce -8.1% 568 $119K
Elevation Wealth Partners, LLC 0.05% No change 563 $118K
ANTIPODES PARTNERS Ltd 0.00% Add +97.5% 557 $117K
Quintet Private Bank (Europe) S.A. 0.01% Add +13.4% 516 $108K
Tobam 0.02% No change 509 $107K
WASHINGTON TRUST Co 0.00% No change 500 $105K
Point72 (DIFC) Ltd 0.01% New 496 $104K
Earned Wealth Advisors, LLC 0.03% New 484 $102K
Continuum Advisory, LLC 0.01% Add +19.9% 428 $98K
Quarry LP 0.03% Add +5.9% 446 $94K
CI Investments Inc. 0.00% Reduce -1.8% 433 $91K
Trust Co. of Vermont 0.00% Add +4.9% 431 $90K
Central Pacific Bank - Trust Division 0.01% Reduce -6.7% 420 $88K
HighMark Wealth Management LLC 0.05% Reduce -2.2% 407 $85K
Spire Wealth Management 0.00% Reduce -36.2% 405 $85K
Westwind Capital 0.02% Reduce -99.1% 399 $84K
Alta Advisers Ltd 0.04% No change 400 $84K
Capital Analysts, LLC 0.00% Reduce -43.2% 396 $83K
Capital Advisors, Ltd. LLC 0.01% Add +0.3% 368 $77K
Hantz Financial Services, Inc. 0.00% Reduce -4.5% 364 $76K
SouthState Bank Corp 0.01% Reduce -3.0% 350 $73K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 330 $69K
Brooklyn Investment Group 0.02% New 326 $68K
Pittenger & Anderson Inc. 0.00% Reduce -2.1% 325 $68K
Mb, Levis & Associates, LLC 0.03% No change 321 $67K
Quent Capital, LLC 0.01% Add +794.1% 304 $64K
Western Pacific Wealth Management, LP 0.04% Add +10.3% 301 $63K
AM Squared Ltd 0.14% Reduce -50.0% 300 $63K
EverSource Wealth Advisors, LLC 0.00% Reduce -5.9% 272 $57K
Financial Perspectives, Inc 0.02% No change 265 $56K
Glen Eagle Advisors, LLC 0.01% No change 265 $56K
Duncker Streett & Co. Inc. 0.01% No change 257 $54K
Fairscale Capital, LLC 0.04% No change 244 $51K
Lindbrook Capital, LLC 0.00% Add +23.7% 240 $50K
Harvest Fund Management Co., Ltd 0.00% New 232 $49K
Hollencrest Capital Management 0.00% No change 226 $47K
TD Waterhouse Canada Inc. 0.00% Reduce -12.7% 213 $44K
DT Investment Partners, LLC 0.00% Add +7.9% 205 $43K
Aster Capital Management (DIFC) Ltd 0.01% — 201 $42K
Roble, Belko & Company, Inc 0.01% No change 201 $42K
Glass Jacobson Investment Advisors llc 0.01% No change 200 $42K
Field & Main Bank 0.01% No change 200 $42K
Johnson Financial Group, Inc. 0.00% Reduce -56.6% 194 $41K
CoreCap Advisors, LLC 0.00% New 189 $40K
Colonial Trust Co / SC 0.01% No change 185 $39K
DSM Capital Partners LLC 0.00% No change 184 $39K
Private Trust Co. NA 0.00% Add +1.7% 183 $38K
Trust Co 0.00% No change 175 $37K
Manchester Capital Management LLC 0.00% Add +5500.0% 168 $35K
Jaffetilchin Investment Partners, LLC 0.00% New 166 $35K
Vermillion & White Wealth Management Group, LLC 0.03% No change 165 $35K
Atticus Wealth Management, LLC 0.01% No change 150 $31K
Operose Advisors LLC 0.01% No change 142 $30K
True Wealth Design, LLC 0.01% Add +3375.0% 139 $29K
Parkside Financial Bank & Trust 0.00% Add +10.4% 138 $29K
Rise Advisors, LLC 0.01% No change 131 $27K
Advisors Asset Management, Inc. 0.00% Reduce -1.5% 131 $27K
Mowery & Schoenfeld Wealth Management, LLC 0.04% New 125 $26K
MV Capital Management, Inc. 0.00% Add +15.2% 121 $25K
Ridgewood Investments LLC 0.01% No change 120 $25K
Pinnacle Bancorp, Inc. 0.01% No change 118 $25K
Cornerstone Planning Group LLC 0.01% Add +6.8% 110 $24K
Legacy Investment Solutions, LLC 0.01% — 100 $23K
Legacy Wealth Managment, LLC 0.01% — 100 $23K
First Community Trust NA 0.02% No change 103 $22K
Broadwater Capital Management LLC 0.02% No change 100 $21K
Financial Avengers, Inc. 0.01% No change 100 $21K
Mather Group, Llc. 0.00% Reduce -61.7% 97 $20K
Coppell Advisory Solutions LLC 0.00% Reduce -11.9% 96 $20K
Hemington Wealth Management 0.01% New 96 $20K
Global X Japan Co., Ltd. 0.00% Reduce -22.5% 93 $20K
Bogart Wealth, LLC 0.00% No change 90 $19K
Naples Money Management LLC 0.02% No change 89 $19K
Whittier Trust Co. 0.00% No change 86 $18K
Ashton Thomas Securities, LLC 0.00% New 85 $18K
Catalyst Capital Advisors LLC 0.00% New 84 $18K
First Financial Corp. 0.01% Reduce -48.0% 79 $17K
Riverview Trust Co 0.01% Add +4.0% 77 $16K
Financial Network Wealth Advisors LLC 0.01% New 77 $16K
Concord Wealth Partners 0.00% New 72 $15K
Toth Financial Advisory Corp. 0.00% Add +1300.0% 70 $15K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.3% 69 $14K
Harbor Investment Advisory, LLC 0.00% Reduce -8.4% 65 $14K
JFS Wealth Advisors, LLC 0.00% Add +19.6% 61 $13K
Tortoise Investment Management, LLC 0.00% No change 55 $12K
Annapolis Financial Services, LLC 0.00% No change 53 $11K
Smithfield Trust Co 0.00% No change 55 $11K
Meeder Asset Management Inc. 0.00% Add +4.0% 52 $11K
Legacy Bridge, LLC 0.01% No change 50 $10K
Key Financial Inc 0.00% No change 50 $10K
Hartford Financial Management Inc. 0.00% No change 50 $10K
Salem Investment Counselors Inc. 0.00% No change 50 $10K
PSI Advisors, LLC 0.00% No change 47 $10K
HM Payson & Co. 0.00% New 47 $10K
Private Wealth Management Group, LLC 0.00% Add +2.3% 44 $9K
Versant Capital Management, Inc 0.00% Add +238.5% 44 $9K
BOK Financial Private Wealth, Inc. 0.00% No change 42 $9K
Global Financial Private Client, LLC 0.00% No change 41 $9K
WR Wealth Planners, LLC 0.00% Add +5.1% 41 $9K
Carolinas Wealth Consulting LLC 0.00% No change 41 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 40 $8K
Fourpath Capital Management, LLC 0.00% New 40 $8K
Zions Bancorporation, N.A. 0.00% No change 40 $8K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -86.8% 40 $8K
Itau Unibanco Holding S.A. 0.00% New 37 $8K
Pier Capital, LLC 0.00% Reduce -98.3% 36 $8K
Ranger Investment Management, L.P. 0.00% No change 36 $8K
CVA Family Office, LLC 0.00% Add +133.3% 35 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 28 $6K
Baldwin Wealth Partners LLC 0.00% New 28 $6K
FinTrust Capital Advisors, LLC 0.00% No change 27 $6K
Bell Investment Advisors, Inc 0.00% Reduce -22.9% 27 $6K
TFC Financial Management, Inc. 0.00% No change 27 $6K
Truvestments Capital LLC 0.00% New 26 $5K
Beacon Capital Management, LLC 0.00% No change 26 $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
Crewe Advisors LLC 0.00% New 25 $5K
GHP Investment Advisors, Inc. 0.00% No change 25 $5K
West Branch Capital LLC 0.00% No change 24 $5K
Addison Advisors LLC 0.00% No change 23 $5K
NBT Bank, N.A. 0.00% New 22 $5K
AdvisorNet Financial, Inc 0.00% Add +69.2% 22 $5K
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
Avion Wealth 0.00% Add +17.6% 20 $4K
Aspire Private Capital, LLC 0.00% No change 19 $4K
First Pacific Financial 0.00% Reduce -9.5% 19 $4K
Sachetta, LLC 0.00% Add +157.1% 18 $4K
Creative Financial Designs Inc. 0.00% No change 18 $4K
Red Tortoise LLC 0.00% No change 17 $4K
Twin Lakes Capital Management, LLC 0.00% No change 16 $3K
Carolina Wealth Advisors, LLC 0.00% New 16 $3K
FSA Wealth Management LLC 0.00% — 16 $3K
Valued Wealth Advisors LLC 0.00% No change 14 $3K
Nemes Rush Group LLC 0.00% Add +33.3% 12 $3K
Richardson Financial Services Inc. 0.00% No change 15 $3K
Bellevue Asset Management, LLC 0.00% New 11 $2K
Longfellow Investment Management Co. LLC 0.00% No change 10 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +66.7% 10 $2K
Transamerica Financial Advisors, LLC 0.00% No change 9 $2K
Westside Investment Management, Inc. 0.00% No change 10 $2K
Missouri Trust & Investment Co 0.00% No change 9 $2K
ClariVest Asset Management LLC 0.00% No change 8 $1K
Venturi Wealth Management, LLC 0.00% New 6 $1K
Cassady Schiller Wealth Management, LLC 0.00% No change 6 $1K
Evermay Wealth Management LLC 0.00% No change 5 $1K
Darwin Wealth Management, LLC 0.00% New 5 $1K
Investors Research Corp 0.00% No change 5 $1K
Pacific Capital Wealth Advisors, Inc. 0.00% New 5 $1K
J.Safra Asset Management Corp 0.00% New 4 $843
Rakuten Securities, Inc. 0.00% Reduce -25.0% 3 $630
Voisard Asset Management Group, Inc. 0.00% New 3 $630
Riggs Asset Managment Co. Inc. 0.00% Add +200.0% 3 $630
First Command Advisory Services, Inc. 0.00% New 3 $630
1620 Investment Advisors, Inc. 0.00% New 2 $455
New Millennium Group LLC 0.00% No change 2 $420
Claris Advisors, LLC / Mo / 0.00% New 2 $420
JDM Financial Group LLC 0.00% New 2 $420
Core Alternative Capital 0.00% No change 2 $420
Delta Asset Management LLC 0.00% No change 2 $420
Raleigh Capital Management Inc. 0.00% Reduce -75.0% 1 $210
Rothschild Investment LLC 0.00% No change 1 $210

"% 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.