Veeva Systems Inc. Class AVEEV

13F holders, Q1 2026 (March 31)
1,022holders −83
115new positions
197sold out
7famous investors
$177.66avg. 13F price*

At the end of Q1 2026, 1,022 institutions reported holding Veeva Systems Inc. Class A (VEEV) in their 13F filings, down 83 from Q4 2025. 115 opened new positions and 197 sold out. The largest holders were BlackRock, Inc. ($2.0B), Alliancebernstein L.P. ($1.4B) and Vanguard Portfolio Management LLC ($1.3B). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ron Baron (0.1% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions115$370.4M
Exits197$2.2B

All 13F filers, Q4 2025 → Q1 2026: 22,343,180 shares bought and 22,380,759 shares sold, net −37,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,022 holders

BlackRock, Inc. 0.04% Add +1.0% 11,558,875 $2.0B
Alliancebernstein L.P. 0.45% Add +7.3% 6,271,098 $1.4B
Vanguard Portfolio Management LLC 0.07% — 7,376,031 $1.3B
Vanguard Capital Management LLC 0.03% — 6,670,318 $1.2B
Linonia Partnership LP 16.07% Add +75.9% 4,924,626 $865.1M
Principal Financial Group Inc. 0.39% Add +7.0% 4,141,545 $727.5M
State Street Corp. 0.02% Add +0.5% 3,608,655 $633.9M
T. Rowe Price Investment Management, Inc. 0.41% Reduce -5.0% 3,405,594 $598.2M
Geode Capital Management, LLC 0.04% Add +4.4% 3,312,734 $580.5M
FMR LLC 0.02% Reduce -52.6% 2,613,526 $459.1M
AQR Capital Management 0.21% Add +14.6% 2,596,865 $455.5M
JPMorgan Chase & Co. 0.03% Reduce -3.7% 2,428,378 $427.3M
T. Rowe Price Associates Inc. 0.04% Add +144.9% 2,033,173 $357.1M
Two Sigma Investments, LP 0.28% Add +352.1% 1,823,999 $320.4M
Schroder Investment Management Group 0.25% Add +74.2% 1,712,507 $300.8M
Federated Hermes, Inc. 0.47% Add +60.6% 1,654,869 $290.7M
Swedbank AB 0.30% Add +43.5% 1,645,128 $289.0M
Acadian Asset Management LLC 0.41% Add +4.5% 1,631,460 $286.5M
Pictet Asset Management Holding SA 0.30% Add +43.6% 1,593,795 $280.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -10.1% 1,553,323 $272.9M
Wellington Management Group LLP 0.05% Add +16.7% 1,544,257 $271.3M
Nuveen, LLC 0.07% Add +83.3% 1,522,266 $267.4M
Bank of America Corp. 0.02% Reduce -2.5% 1,469,469 $258.1M
Morgan Stanley 0.01% Reduce -2.3% 1,398,621 $245.7M
Northern Trust Corp. 0.03% Add +4.3% 1,144,345 $201.0M
Qube Research & Technologies Ltd 0.28% Reduce -10.4% 1,103,257 $193.8M
Van Eck Associates Corp. 0.14% Add +335.9% 1,089,110 $191.3M
Edmond DE Rothschild Holding S.A. 2.76% Add +195.3% 1,084,798 $190.6M
Blair William & Co. 0.54% Reduce -13.1% 1,067,576 $187.5M
Legal & General Group Plc 0.04% Add +0.3% 1,021,207 $179.4M
D. E. Shaw & Co. 0.15% Add +150.3% 999,755 $175.6M
Amundi 0.05% Add +8.0% 992,977 $174.4M
Vanguard Fiduciary Trust Co. 0.04% — 952,665 $167.3M
Arrowstreet Capital, Limited Partnership 0.09% Add +203.0% 913,281 $160.4M
UBS Group AG 0.03% Add +105.5% 894,762 $157.2M
Robeco Institutional Asset Management B.V. 0.22% Reduce -0.0% 891,832 $156.7M
Royal Bank of Canada 0.03% Add +2.7% 870,281 $152.9M
Capital World Investors 0.02% Add +125.7% 869,657 $152.8M
Charles Schwab Investment Management Inc. 0.02% Add +8.6% 861,470 $151.3M
Marshall Wace, LLP 0.14% Add +1246.0% 758,027 $133.2M
Allianz Asset Management GmbH 0.15% Add +13.8% 743,499 $130.6M
Champlain Investment Partners, LLC 1.65% Add +81.0% 738,449 $129.7M
Baillie Gifford & Co. 0.13% Add +1499861.2% 734,981 $129.1M
Man Group plc 0.25% Reduce -5.8% 674,695 $118.5M
Goldman Sachs Group Inc. 0.02% Add +1.9% 669,599 $117.6M
Deutsche Bank AG 0.04% Reduce -16.0% 669,129 $117.5M
William Blair Investment Management, LLC 0.37% Reduce -27.0% 643,325 $113.0M
ABN AMRO Bank N.V. 1.20% Reduce -3.7% 627,571 $111.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.11% Add +10.4% 734,477 $111.2M
Bank of New York Mellon Corp 0.02% Add +7.3% 613,202 $107.7M
Nordea Investment Management AB 0.09% Add +1.2% 573,415 $100.1M
Jensen Investment Management Inc. 1.96% Add +83.5% 566,467 $99.5M
Dimensional Fund Advisors LP 0.02% Add +6.3% 548,859 $96.4M
Victory Capital Management Inc. 0.06% Add +192.9% 527,343 $92.6M
Canada Pension Plan Investment Board 0.06% Add +69.3% 517,332 $90.9M
Franklin Resources Inc. 0.02% Reduce -20.5% 513,937 $90.3M
Emergence GP Partners, LLC 78.79% No change 500,000 $87.8M
Pacer Advisors, Inc. 0.24% Add +757.5% 485,046 $85.2M
First Trust Advisors LP 0.06% Reduce -22.9% 480,912 $84.5M
Nomura Asset Management International Inc. 0.14% Reduce -49.9% 478,748 $84.1M
DF Dent & Co. Inc. 1.55% Reduce -22.5% 461,103 $81.0M
Swiss National Bank 0.05% Add +7.4% 458,300 $80.5M
Ashe Capital Management, LP 9.99% Reduce -3.1% 453,417 $79.6M
Nellore Capital Management LLC 10.04% Add +35.4% 447,301 $78.6M
Envestnet Asset Management Inc. 0.02% Reduce -42.2% 433,991 $76.2M
Caisse de depot et placement du Quebec 0.12% Add +32.0% 425,082 $74.7M
Voloridge Investment Management, LLC 0.29% Add +154.2% 417,517 $73.3M
TimesSquare Capital Management, LLC 1.21% Reduce -1.1% 407,144 $71.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +7.4% 399,784 $70.2M
Raymond James Financial Inc. 0.02% Reduce -24.1% 390,324 $68.6M
Thrivent Financial for Lutherans 0.13% Add +4.9% 374,502 $65.8M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -0.7% 350,109 $61.5M
Assenagon Asset Management S.A. 0.10% Add +208.9% 348,719 $61.3M
Artisan Partners Limited Partnership 0.10% Reduce -22.6% 344,400 $60.5M
Russell Investments Group, Ltd. 0.06% Reduce -8.4% 339,712 $59.7M
Squarepoint Ops LLC 0.13% Add +18.5% 334,313 $58.7M
Ameriprise Financial Inc. 0.01% Add +85.4% 322,598 $56.7M
Quantum Capital Management, LLC / NJ 7.13% Add +13.0% 317,203 $55.7M
Seilern Investment Management Ltd 6.63% Add +0.8% 316,325 $55.6M
Riverbridge Partners LLC 1.32% Reduce -6.8% 307,717 $54.1M
Alfreton Capital LLP 17.11% Add +200.0% 300,000 $52.7M
Chicago Capital, LLC 1.40% Add +4.9% 294,928 $51.8M
TD Asset Management Inc 0.04% Reduce -6.2% 272,222 $47.8M
Wells Fargo & Company 0.01% Reduce -9.6% 271,982 $47.8M
Empower Advisory Group, LLC 0.12% Reduce -4.5% 270,561 $47.5M
CDAM (UK) Ltd 10.33% Add +13.9% 265,254 $46.6M
Candriam S.C.A. 0.24% Add +3.3% 257,459 $45.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% — 257,090 $45.2M
SEB Asset Management AB 0.19% — 255,970 $45.0M
Loomis Sayles & Co. L P 0.06% Add +3.2% 255,396 $44.9M
Trexquant Investment LP 0.32% New 252,336 $44.3M
Greenoaks LLC 1.91% Reduce -64.0% 250,000 $43.9M
California State Teachers Retirement System 0.04% Reduce -2.1% 235,994 $41.5M
Susquehanna Portfolio Strategies, LLC 0.60% New 228,898 $40.2M
National Pension Service 0.03% Add +1.6% 228,702 $40.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Add +10.0% 226,197 $39.8M
CIBC Bancorp USA Inc. 0.05% — 225,337 $39.6M
HSBC Holdings PLC 0.02% Add +11.9% 222,567 $39.1M
Fred Alger Management, LLC 0.17% New 222,421 $39.1M
Panagora Asset Management Inc. 0.14% Reduce -52.8% 219,321 $38.5M
Sei Investments Co. 0.04% Add +3.7% 219,026 $38.5M
Invesco Ltd. 0.00% Reduce -33.3% 215,631 $37.9M
Lead Edge Capital Management, LLC 9.23% New 214,409 $37.7M
California Public Employees Retirement System 0.02% Reduce -21.5% 211,832 $37.2M
Worldquant Millennium Advisors LLC 0.14% New 210,086 $36.9M
Peregrine Capital Management LLC 1.35% Reduce -6.2% 207,318 $36.4M
American Capital Management Inc. 1.95% Reduce -7.3% 206,218 $36.2M
Rhumbline Advisers 0.03% Reduce -0.2% 197,118 $34.6M
Teacher Retirement System of Texas 0.14% Reduce -33.6% 192,589 $33.8M
Route One Investment Company, L.P. 1.40% Add +17.5% 182,200 $32.0M
BNP Paribas Financial Markets 0.02% Reduce -39.3% 181,485 $31.9M
FIL Ltd 0.02% Reduce -28.6% 175,136 $30.8M
Citigroup Inc. 0.02% Add +54.3% 174,315 $30.6M
LPL Financial LLC 0.01% Reduce -0.6% 173,247 $30.4M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Add +433.9% 171,083 $30.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +13.4% 168,885 $29.7M
Baron Capital (BAMCO) 0.09% Reduce -35.9% 168,126 $29.5M
Susquehanna International Group, LLP 0.04% Reduce -43.1% 165,338 $29.0M
Local Pensions Partnership Investment Ltd 0.59% Add +15.5% 156,500 $27.5M
Makena Capital Management LLC 3.15% Add +36.5% 155,298 $27.3M
ExodusPoint Capital Management, LP 0.26% Reduce -1.9% 151,790 $26.7M
Citadel Advisors 0.02% Reduce -55.8% 151,543 $26.6M
E. Ohman J:or Asset Management AB 0.70% Reduce -5.5% 150,224 $26.4M
Aware Super Pty Ltd as trustee of Aware Super 0.40% — 148,737 $26.1M
Baird Financial Group, Inc. 0.04% Reduce -23.8% 147,612 $25.9M
Capital Fund Management S.A. 0.23% Add +1073.1% 146,370 $25.7M
North Star Asset Management Inc. 1.11% Add +9.3% 145,121 $25.5M
Rockland Trust Co. 1.01% Add +20.0% 143,082 $25.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -18.8% 142,681 $25.1M
Corient Private Wealth LP 0.04% Reduce -12.3% 142,726 $25.0M
Danske Bank A/S 0.06% Reduce -17.0% 138,854 $24.4M
Ieq Capital, LLC 0.11% Add +80.3% 135,384 $23.8M
Aviva PLC 0.04% Add +3.2% 135,018 $23.7M
Barclays PLC 0.01% Add +7.2% 134,983 $23.7M
American Century Companies Inc. 0.01% Reduce -72.8% 133,432 $23.4M
State Board of Administration of Florida Retirement System 0.04% Reduce -0.5% 130,802 $23.0M
Korea Investment CORP 0.05% Reduce -8.7% 130,774 $23.0M
US Bancorp \de 0.03% Reduce -11.3% 127,060 $22.3M
Assetmark, Inc. 0.05% Reduce -3.5% 126,405 $22.2M
Cerity Partners LLC 0.03% Add +28.9% 123,411 $21.7M
Massachusetts Financial Services Co. 0.01% Reduce -78.5% 111,037 $20.6M
Zevenbergen Capital Investments LLC 0.59% Reduce -22.0% 116,712 $20.5M
Quantinno Capital Management LP 0.03% Add +268.6% 115,682 $20.3M
Brown Capital Management LLC 2.87% Reduce -28.3% 114,935 $20.2M
Neuberger Berman Group LLC 0.02% Reduce -30.4% 113,567 $19.9M
Jain Global LLC 0.26% Add +231.5% 110,005 $19.3M
Sellaronda Global Management LP 12.67% New 110,000 $19.3M
CANADA LIFE ASSURANCE Co 0.03% Add +5.2% 109,381 $19.3M
Smith Group Asset Management, LLC 0.96% Add +7.4% 107,445 $18.9M
Aberdeen Group plc 0.03% Add +14.5% 98,612 $17.3M
NorthCoast Asset Management LLC 0.40% Add +5930.5% 97,392 $17.1M
ThornTree Capital Partners LP 3.03% New 97,238 $17.1M
Capital Investment Services of America, Inc. 1.77% Add +16.7% 96,618 $17.0M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -10.9% 90,771 $15.9M
Stifel Financial Corp. 0.01% Reduce -13.0% 89,875 $15.8M
Abn Amro Investment Solutions 0.21% Add +16.8% 89,729 $15.8M
Distillate Capital Partners LLC 0.82% New 88,460 $15.5M
Mariner, LLC 0.02% Add +141.7% 88,030 $15.5M
State of Wisconsin Investment Board 0.03% Add +5.3% 86,509 $15.2M
Prosight Management, LP 2.49% Reduce -4.0% 86,480 $15.2M
Rhenman & Partners Asset Management AB 1.85% New 85,300 $15.0M
Empire Life Investments Inc. 0.89% Add +129.7% 85,105 $14.7M
Andra AP-fonden 0.17% Reduce -27.9% 82,917 $14.6M
Crosslink Capital Inc. 1.41% Reduce -35.7% 81,860 $14.4M
Ensign Peak Advisors, Inc 0.03% Reduce -16.1% 78,947 $13.9M
Vanguard Investments Australia, Ltd. 0.04% — 77,662 $13.6M
Handelsbanken Fonder AB 0.05% Reduce -33.2% 77,297 $13.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Add +114.3% 76,430 $13.4M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Add +57.4% 75,916 $13.3M
BLI - Banque de Luxembourg Investments 0.40% No change 60,265 $13.3M
Vanguard Global Advisers, LLC 0.01% — 74,973 $13.2M
Ninety One UK Ltd 0.03% Reduce -8.5% 74,438 $13.1M
Sienna Gestion 0.85% Add +110.3% 73,750 $13.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +56.0% 74,189 $13.0M
KR Capital LP 2.60% — 73,797 $13.0M
Los Angeles Capital Management LLC 0.05% Reduce -74.7% 73,201 $12.9M
New York State Common Retirement Fund 0.02% Reduce -4.8% 72,122 $12.7M
Kornitzer Capital Management Inc. 0.27% Reduce -0.2% 72,046 $12.7M
Public Employees Retirement System of Ohio 0.04% Add +8.3% 71,412 $12.5M
Cetera Investment Advisers 0.01% Reduce -14.6% 71,329 $12.5M
Credit Agricole S A 0.04% Add +234.6% 70,733 $12.4M
Royal London Asset Management Ltd. 0.03% Reduce -6.9% 70,532 $12.4M
Y-Intercept (Hong Kong) Ltd 0.23% Add +33.0% 70,255 $12.3M
Mediolanum International Funds Ltd 0.13% Add +5.7% 69,889 $12.3M
Voya Investment Management LLC 0.01% Reduce -55.0% 69,184 $12.2M
Hancock Whitney Corp. 0.21% Reduce -8.3% 77,391 $12.1M
Nicholas Company, Inc. 0.23% Add +0.0% 67,665 $11.9M
M&G PLC 0.06% Add +2092.5% 67,418 $11.9M
APG Asset Management N.V. 0.04% Reduce -11.1% 77,620 $11.8M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -6.5% 65,861 $11.6M
Schonfeld Strategic Advisors LLC 0.09% Add +676.8% 65,354 $11.5M
Ancora Advisors LLC 0.24% Reduce -50.8% 64,913 $11.4M
Creative Planning 0.01% Add +110.3% 64,797 $11.4M
Jones Financial Companies LLLP 0.01% Add +389.4% 65,547 $11.3M
Treasurer of the State of North Carolina 0.04% Add +3.2% 63,850 $11.2M
Empowered Funds, LLC 0.07% New 63,642 $11.2M
Storebrand Asset Management As 0.03% Reduce -19.6% 63,497 $11.2M
Schaper Benz & Wise Investment Counsel Inc. 0.84% Add +85.4% 62,674 $11.0M
Asset Management One Co., Ltd. 0.03% Reduce -7.9% 62,382 $11.0M
ING Groep NV 0.07% Add +142.8% 61,900 $10.9M
Cwm, LLC 0.03% Add +95.1% 61,013 $10.7M
Manufacturers Life Insurance Company, The 0.01% Add +0.5% 60,242 $10.6M
Gotham Asset Management 0.03% Add +469.8% 60,104 $10.6M
Peapack Gladstone Financial Corp. 0.13% Reduce -16.9% 59,626 $10.5M
Mn Services Vermogensbeheer B.V. 0.07% No change 59,268 $10.4M
General American Investors Co. Inc. 0.67% Add +20.8% 58,006 $10.2M
KLP Kapitalforvaltning As 0.04% No change 57,800 $10.2M
Stephens Investment Management Group LLC 0.14% Reduce -0.8% 56,869 $10.0M
Bellevue Group AG 0.24% Reduce -29.8% 56,517 $9.9M
Millennium Management 0.01% Reduce -87.2% 55,292 $9.7M
Natixis Advisors, LLC 0.01% Add +12.3% 54,640 $9.6M
State of New Jersey Common Pension Fund D 0.04% No change 53,788 $9.4M
DekaBank Deutsche Girozentrale 0.02% No change 51,742 $9.3M
Prudential PLC 0.07% Add +4.6% 50,862 $8.9M
Nomura Asset Management Co. Ltd. 0.02% Add +0.5% 48,941 $8.6M
Sycomore Asset Management 1.17% No change 40,273 $8.4M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.30% Reduce -24.8% 47,960 $8.4M
Investment Management Corp of Ontario 0.11% Add +70.5% 47,807 $8.4M
Resona Asset Management Co.,Ltd. 0.04% Add +0.3% 47,533 $8.4M
Merit Financial Group, LLC 0.06% Add +5.0% 47,399 $8.3M
PFA Pension, Forsikringsaktieselskab 0.02% Reduce -0.5% 46,985 $8.3M
MML Investors Services, LLC 0.02% Reduce -19.9% 46,812 $8.2M
Tredje AP-fonden 0.04% Add +15.4% 46,763 $8.2M
Bath Savings Trust Co 0.87% Reduce -1.4% 46,396 $8.1M
Washington Trust Advisors, Inc. 0.66% Reduce -0.3% 46,368 $8.1M
Old National Bancorp 0.14% Add +2.9% 45,986 $8.1M
Jump Financial, LLC 0.13% Add +115.0% 45,445 $8.0M
Brown Advisory Inc. 0.01% Reduce -86.7% 45,420 $8.0M
Azimuth Capital Investment Management LLC 0.30% Reduce -34.1% 45,404 $8.0M
Allspring Global Investments Holdings, LLC 0.01% Add +2.7% 46,001 $7.9M
Oberndorf William E 14.87% Add +51.7% 45,153 $7.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +2.3% 44,868 $7.9M
Cornerstone Advisors, LLC 0.29% Add +3.8% 44,355 $7.8M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Add +35.9% 43,834 $7.7M
Arcadia Investment Management Corp. 1.32% Add +1.3% 43,792 $7.7M
Swiss Life Asset Management Ltd 0.04% Add +7.6% 43,648 $7.7M
Bright Rock Capital Management, LLC 1.49% No change 43,000 $7.6M
Arizona State Retirement System 0.04% Reduce -1.1% 42,431 $7.5M
Glenmede Trust Co. NA 0.04% Add +2994.9% 41,348 $7.3M
Vinva Investment Management Ltd 0.09% Reduce -22.9% 41,077 $7.2M
KBC Group NV 0.02% Reduce -79.6% 41,057 $7.2M
Capital Impact Advisors, LLC 2.88% Reduce -79.0% 40,574 $7.1M
STRS Ohio 0.03% Add +0.1% 39,567 $7.0M
NorthCrest Asset Manangement, LLC 0.21% Reduce -27.4% 39,597 $6.9M
Strategic Planning Group, LLC 0.95% Add +37.1% 38,521 $6.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +172.6% 78,177 $6.7M
Eurizon Capital SGR S.p.A. 0.02% Add +8.7% 38,059 $6.7M
Lyell Wealth Management, LP 0.49% Reduce -30.7% 37,830 $6.6M
Gateway Investment Advisers LLC 0.07% Add +0.2% 37,691 $6.6M
Engineers Gate Manager LP 0.08% Reduce -19.6% 37,609 $6.6M
Evergreen Capital Management LLC 0.14% Add +103.7% 36,558 $6.4M
Havemeyer Place LP 0.73% New 36,035 $6.3M
Montanaro Asset Management Ltd 1.89% Reduce -9.1% 36,000 $6.3M
Tudor Investment Corporation 0.03% Reduce -70.1% 35,786 $6.3M
Goodnow Investment Group, LLC 0.69% New 35,700 $6.3M
EFG International AG 0.14% Reduce -5.3% 35,464 $6.2M
Focus Partners Wealth 0.01% Add +24.0% 35,006 $6.1M
Ilmarinen Mutual Pension Insurance Co 0.05% Add +50.9% 34,716 $6.1M
Bogart Wealth, LLC 0.23% Add +4.1% 34,401 $6.0M
Walleye Capital LLC 0.04% Add +10616.9% 34,294 $6.0M
Varma Mutual Pension Insurance Co 0.04% Reduce -10.5% 34,200 $6.0M
Dark Forest Capital Management LP 0.52% Add +25.7% 33,104 $5.8M
Slow Capital, Inc. 0.75% Add +28.1% 33,002 $5.8M
Long Path Partners LP 2.63% New 32,909 $5.8M
Mercer Global Advisors Inc. 0.01% Add +169.4% 32,835 $5.8M
DNB Asset Management AS 0.02% Add +7.7% 32,643 $5.7M
Xponance LLC 0.04% Add +10.9% 32,523 $5.7M
Geneva Capital Management LLC 0.12% Add +6.7% 32,499 $5.7M
Lazard Asset Management LLC 0.01% Add +24.2% 31,841 $5.6M
Edgestream Partners, L.P. 0.18% New 31,839 $5.6M
SG Americas Securities, LLC 0.01% Add +57.0% 31,631 $5.6M
Lido Advisors, LLC 0.02% Reduce -5.5% 31,105 $5.5M
Bank of Montreal 0.00% Add +39.5% 31,062 $5.5M
Occudo Quantitative Strategies LP 0.30% Add +24.8% 34,951 $5.5M
Goodman Advisory Group, LLC 1.41% Reduce -0.8% 30,858 $5.4M
IFM Investors Pty Ltd 0.04% Add +6.6% 30,254 $5.3M
Frontier Capital Management Co. LLC 0.05% Reduce -62.6% 30,253 $5.3M
Azzad Asset Management Inc. 0.52% Add +3.4% 29,124 $5.1M
Prudential Financial Inc. 0.01% Add +517.3% 28,835 $5.1M
Federation des caisses Desjardins du Quebec 0.02% Reduce -51.7% 28,824 $5.1M
Baldwin Wealth Partners LLC 0.36% Add +14.9% 28,501 $5.0M
Oppenheimer Asset Management Inc. 0.06% Reduce -59.5% 28,015 $4.9M
USS Investment Management Ltd 0.02% Add +4.2% 27,553 $4.8M
Boston Trust Walden Corp 0.04% Reduce -3.2% 27,225 $4.8M
Wendell David Associates Inc. 0.52% Reduce -0.2% 27,069 $4.8M
Bell Asset Management Ltd 1.39% Add +46.0% 26,970 $4.7M
Truist Financial Corp. 0.01% Reduce -18.0% 26,606 $4.7M
Mark Sheptoff Financial Planning, LLC 2.47% Reduce -4.0% 27,247 $4.7M
Eagle Global Advisors LLC 0.17% Reduce -13.7% 26,501 $4.7M
NLB Skladi, upravljanje premozenja, d.o.o. 0.22% Add +291.4% 26,292 $4.6M
Sequoia Financial Advisors, LLC 0.03% Add +9.3% 26,098 $4.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +5.6% 25,789 $4.5M
Old North State Wealth Management, LLC 2.07% Add +78.1% 25,525 $4.5M
Square Wave Capital, LLC 1.07% Reduce -90.0% 25,200 $4.4M
Inspire Investing, LLC 0.26% Add +48.9% 25,191 $4.4M
Long Corridor Asset Management Ltd 1.34% New 25,000 $4.4M
Daiwa Securities Group Inc. 0.01% Add +8.8% 24,871 $4.4M
Moran Wealth Management, LLC 0.13% Add +7.3% 24,557 $4.3M
Teachers Retirement System of the State of Kentucky 0.03% Add +8.6% 24,304 $4.3M
Utah Retirement Systems 0.04% Reduce -0.3% 24,248 $4.3M
Lakehouse Capital Pty Ltd 2.86% New 16,555 $4.2M
Capital Investment Counsel, Inc 0.52% Add +3.4% 24,067 $4.2M
Quantitative Investment Management, LLC 0.44% New 23,862 $4.2M
Torray Investment Partners LLC 0.65% Add +12.4% 23,758 $4.2M
Generali Investments, Management Co LLC 0.96% Add +110.2% 23,433 $4.1M
FourThought Financial Partners, LLC 0.35% Add +23.6% 22,892 $4.0M
Police & Firemen's Retirement System of New Jersey 0.03% Add +0.8% 22,817 $4.0M
PNC Financial Services Group, Inc. 0.00% Reduce -11.1% 22,801 $4.0M
Compass Wealth Management LLC 0.99% New 22,714 $4.0M
Captrust Financial Advisors 0.01% Add +131.7% 22,620 $4.0M
Dnca Finance 0.23% Reduce -17.0% 22,360 $3.9M
Janney Montgomery Scott LLC 0.01% Reduce -3.5% 22,179 $3.9M
Verition Fund Management LLC 0.04% Add +323.5% 22,111 $3.9M
Clean Yield Group 1.08% Add +1.6% 21,907 $3.8M
Citizens Business Bank 0.63% Add +0.4% 21,741 $3.8M
Rock Point Advisors, LLC 1.03% Add +76.6% 21,617 $3.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.1% 21,521 $3.8M
NorthRock Partners, LLC 0.06% Reduce -0.1% 21,441 $3.8M
Toronto Dominion Bank 0.01% Reduce -15.8% 21,013 $3.7M
Elo Mutual Pension Insurance Co 0.06% Reduce -15.2% 20,941 $3.7M
Commonwealth Equity Services, LLC 0.01% Reduce -10.1% 20,907 $3.7M
Ceera Investments, LLC 1.60% Add +13.4% 20,781 $3.7M
Union Bancaire Privee, UBP SA 0.05% Add +9.2% 23,174 $3.6M
Macquarie Group Ltd. 0.02% Reduce -17.2% 20,673 $3.6M
Snider Financial Group 1.08% Add +1.8% 20,353 $3.6M
Tidal Investments LLC 0.01% Add +136.1% 20,023 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +1.7% 20,016 $3.5M
Summit Partners Public Asset Management, LLC 0.16% No change 20,000 $3.5M
First Foundation Advisors 0.14% Reduce -2.9% 19,639 $3.4M
Legal Advantage Investments, Inc. 1.78% Reduce -2.0% 19,590 $3.4M
Silvant Capital Management LLC 0.12% Add +16.7% 19,579 $3.4M
Entropy Technologies, LP 0.16% Reduce -35.5% 19,503 $3.4M
Osaic Holdings, Inc. 0.01% Add +4.4% 19,459 $3.4M
True Freedom Investing, LLC 0.26% Add +45.1% 19,453 $3.4M
Blue Zone Wealth Advisors, LLC 0.68% Add +3.9% 19,050 $3.3M
Calamos Wealth Management LLC 0.12% Reduce -1.1% 18,930 $3.3M
Calamos Advisors LLC 0.02% New 18,930 $3.3M
Channel Wealth LLC 0.80% Add +18.8% 18,779 $3.3M
Trilogy Capital Inc. 0.14% Add +9.1% 18,454 $3.2M
Pinkerton Wealth, LLC 0.29% Reduce -2.2% 14,113 $3.2M
LBP Am SA 0.04% Reduce -52.1% 17,722 $3.1M
Scotia Capital Inc. 0.01% Add +9.8% 17,486 $3.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +35.5% 17,455 $3.1M
Brown, Lisle/Cummings, Inc. 0.76% Reduce -7.2% 17,413 $3.1M
Weiss Asset Management LP 0.08% Reduce -68.6% 17,378 $3.1M
Allen Capital Group, LLC 0.27% Add +4.5% 17,357 $3.0M
Cardinal Capital Management 0.39% Add +1.6% 17,187 $3.0M
O'shaughnessy Asset Management, LLC 0.02% Reduce -29.5% 17,167 $3.0M
Allstate Corp. 0.03% Add +43.2% 16,939 $3.0M
Mission Wealth Management, LP 0.06% Add +0.9% 16,914 $3.0M
Diversified Trust Co. 0.05% Add +32.2% 16,656 $2.9M
OP Asset Management Ltd 0.03% Reduce -3.4% 16,491 $2.9M
Walleye Trading LLC 0.06% Reduce -44.2% 16,329 $2.9M
FORA Capital, LLC 0.21% New 16,124 $2.8M
Baer Investment Advisory LLC 4.01% Reduce -1.2% 16,093 $2.8M
Janus Henderson Group PLC 0.00% Add +2.0% 16,038 $2.8M
DDD Partners, LLC 0.19% New 15,933 $2.8M
HighTower Advisors, LLC 0.00% Add +10.7% 15,840 $2.8M
Magnetar Financial LLC 0.03% Add +695.6% 15,674 $2.8M
Selective Wealth Management, Inc. 0.81% Reduce -8.8% 17,307 $2.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -3.5% 15,426 $2.7M
Arthur M. Cohen & Associates, LLC 0.47% Reduce -3.7% 15,416 $2.7M
Catalyst Funds Management Pty Ltd 0.45% No change 15,140 $2.7M
Guggenheim Capital LLC 0.02% Reduce -30.3% 15,120 $2.7M
Simmons Bank 0.18% Add +13.1% 15,022 $2.6M
QRG Capital Management, Inc. 0.03% Add +41.8% 14,996 $2.6M
Public Employees Retirement Association of Colorado 0.01% No change 14,920 $2.6M
Erste Asset Management GmbH 0.02% Add +5087.7% 14,785 $2.6M
Commerce Bank 0.01% Add +10.0% 14,606 $2.6M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -1.6% 14,545 $2.6M
Texas Yale Capital Corp. 0.07% No change 14,512 $2.5M
Mackenzie Financial Corp. 0.00% Add +27.6% 14,496 $2.5M
Brevan Howard Capital Management LP 0.03% Add +287.2% 14,436 $2.5M
Steward Partners Investment Advisory, LLC 0.01% Add +64.1% 14,303 $2.5M
Ethic Inc. 0.04% Reduce -13.1% 14,280 $2.5M
Nwam LLC 0.14% Add +26.6% 14,084 $2.5M
Paragon Advisors, LLC 0.65% Add +51.0% 13,769 $2.4M
Hikari Tsushin, Inc. 0.16% No change 13,562 $2.4M
Investment Research & Advisory Group, Inc. 0.83% Reduce -9.3% 13,464 $2.4M
Intech Investment Management LLC 0.02% Reduce -49.0% 13,129 $2.3M
Linden Thomas Advisory Services, LLC 0.22% Add +7.4% 13,104 $2.3M
Machina Capital S.A.S. 0.45% Add +151.8% 12,993 $2.3M
BNP Paribas 0.07% Reduce -51.9% 9,255 $2.3M
Legato Capital Management LLC 0.21% Add +26.2% 12,875 $2.3M
William Allan Corp 1.33% Add +4.3% 12,757 $2.2M
World Investment Advisors 0.04% Reduce -1.3% 12,720 $2.2M
HB Wealth Management, LLC 0.01% Reduce -30.5% 12,653 $2.2M
Vontobel Holding Ltd. 0.01% Add +52.3% 12,569 $2.2M
Atlantic Union Bankshares Corp 0.04% Reduce -8.3% 12,482 $2.2M
Pinnacle Financial Partners, Inc. 0.02% Add +2.5% 12,476 $2.2M
CGN Advisors LLC 0.17% Add +8.4% 12,476 $2.2M
Bank Hapoalim BM 0.36% Reduce -8.2% 12,423 $2.2M
Principal Securities, Inc. 0.03% Add +4.3% 12,399 $2.2M
Nisa Investment Advisors, LLC 0.01% Reduce -20.8% 12,399 $2.2M
Quantbot Technologies LP 0.09% Reduce -54.6% 12,364 $2.2M
Gulf International Bank (UK) Ltd 0.05% Add +57.8% 12,025 $2.1M
Generali Asset Management SPA SGR 0.04% Add +33.5% 12,010 $2.1M
Campbell & CO Investment Adviser LLC 0.12% Reduce -71.8% 11,890 $2.1M
Farther Finance Advisors, LLC 0.02% Add +15.0% 12,045 $2.1M
Diversify Wealth Management, LLC 0.04% Add +4.7% 13,059 $2.1M
Graham Capital Management, L.P. 0.09% Add +9.6% 11,702 $2.1M
LGT Group Foundation 0.03% Reduce -91.6% 11,640 $2.0M
Linscomb Wealth, Inc. 0.09% Reduce -12.1% 11,604 $2.0M
ASR Vermogensbeheer N.V. 0.02% Add +3.6% 11,576 $2.0M
Boomfish Wealth Group, LLC 1.08% Add +3.6% 11,544 $2.0M
ICICI Prudential Asset Management Co Ltd 0.24% New 11,436 $2.0M
AMF Tjanstepension AB 0.01% New 11,323 $2.0M
Aurora Investment Counsel 1.09% New 11,181 $2.0M
Bank of Nova Scotia 0.00% Reduce -83.3% 11,129 $2.0M
Platinum Investment Management Ltd. 0.49% No change 11,110 $2.0M
&partners 0.01% Reduce -3.4% 11,089 $1.9M
Brighton Jones LLC 0.04% New 11,006 $1.9M
Oak Thistle LLC 0.19% Add +369.6% 10,969 $1.9M
Fort Point Capital Partners LLC 0.25% Add +0.2% 10,958 $1.9M
Oak Associates Ltd. 0.13% Reduce -24.0% 10,921 $1.9M
Amalgamated Bank 0.01% Reduce -7.7% 10,896 $1.9M
XTX Topco Ltd 0.03% Add +229.4% 10,746 $1.9M
Mutual of America Capital Management LLC 0.02% Reduce -0.5% 10,602 $1.9M
Oddo BHF Asset Management Sas 0.07% Reduce -52.7% 10,538 $1.9M
Rare Wolf Capital LLC 1.19% Add +37.6% 10,500 $1.8M
Postrock Partners LLC 0.85% No change 10,470 $1.8M
Leelyn Smith, LLC 0.26% Add +8.8% 10,453 $1.8M
Apella Capital, LLC 0.03% Reduce -4.4% 10,911 $1.8M
Numerai GP LLC 0.18% Reduce -22.0% 10,419 $1.8M
Knollwood Investment Advisory, LLC 0.18% No change 10,384 $1.8M
Perryman Financial Advisory Inc. 0.27% Reduce -1.3% 10,323 $1.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -8.6% 10,144 $1.8M
Y.D. More Investments Ltd 0.07% Reduce -29.9% 10,111 $1.8M
Avanza Fonder AB 0.05% No change 10,094 $1.8M
M&T Bank Corp 0.01% Reduce -43.9% 10,028 $1.8M
Fifth Third Bancorp 0.00% Add +18.1% 9,926 $1.7M
Park Avenue Securities LLC 0.01% Reduce -7.5% 9,786 $1.7M
Ritholtz Wealth Management 0.03% Add +0.9% 9,751 $1.7M
Militia Capital Management LLC 0.38% — 9,636 $1.7M
East Coast Asset Management, LLC. 0.55% New 9,480 $1.7M
Main Management ETF Advisors, LLC 0.06% Add +73.0% 9,481 $1.7M
Banque Cantonale Vaudoise 0.06% Reduce -18.3% 9,472 $1.7M
Pathstone Holdings, LLC 0.01% Reduce -9.8% 9,439 $1.7M
B. Metzler seel. Sohn & Co. AG 0.02% No change 9,418 $1.7M
NewEdge Advisors, LLC 0.01% Add +5.3% 9,340 $1.6M
Fiduciary Trust Co 0.02% Add +0.1% 9,208 $1.6M
Inceptionr LLC 0.38% New 9,058 $1.6M
Select Equity Group, L.P. 0.01% New 8,943 $1.6M
Sanctuary Advisors, LLC 0.01% Reduce -5.1% 8,896 $1.6M
Virtus Family Office LLC 1.31% New 8,708 $1.5M
Bridgefront Capital, LLC 0.38% Reduce -32.8% 8,596 $1.5M
AG2R La Mondiale Gestion D'actifs 0.07% Add +15.5% 8,589 $1.5M
New York State Teachers Retirement System 0.00% Add +27.5% 8,471 $1.5M
Fox Run Management, L.L.C. 0.26% Add +18.0% 8,355 $1.5M
Lighthouse Investment Partners, LLC 0.05% New 8,328 $1.5M
Dynamic Technology Lab Private Ltd 0.23% Add +160.0% 8,195 $1.4M
Atria Investments, Inc 0.02% Reduce -43.8% 8,154 $1.4M
Orion Capital Management LLC 0.49% Reduce -0.9% 8,110 $1.4M
Integrated Wealth Concepts LLC 0.01% New 8,079 $1.4M
Focus Partners Advisor Solutions, LLC 0.01% Add +15.8% 8,009 $1.4M
Benjamin Edwards Inc. 0.01% Reduce -10.5% 7,988 $1.4M
Greenfield Seitz Capital Management, LLC 0.42% Add +1.6% 7,892 $1.4M
Pallas Capital Advisors LLC 0.05% Reduce -3.7% 7,865 $1.4M
MetLife Investment Management, LLC 0.01% Reduce -3.5% 7,803 $1.4M
Natixis 0.01% Add +116.5% 7,725 $1.4M
Cunning Capital Partners, LP 0.69% No change 7,671 $1.3M
Odyssean, LLC 0.49% New 7,637 $1.3M
CIBC Asset Management Inc 0.00% Add +5.8% 7,598 $1.3M
Oak Harvest Investment Services 0.14% New 7,500 $1.3M
Patten Group, Inc. 0.23% Add +1.2% 7,483 $1.3M
Osmosis Investment Management UK Ltd 0.04% New 7,455 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% No change 7,415 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -24.1% 7,367 $1.3M
Maryland State Retirement & Pension System 0.03% No change 7,360 $1.3M
Summit Trail Advisors, LLC 0.02% Add +58.2% 7,302 $1.3M
Laurion Capital Management LP 0.13% No change 7,300 $1.3M
OMERS ADMINISTRATION Corp 0.01% Add +30.2% 7,174 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -58.1% 7,060 $1.2M
Hartline Investment Corp./ 0.13% Reduce -6.2% 6,870 $1.2M
Gould Capital, LLC 0.70% Add +47.0% 6,580 $1.2M
Bokf, NA 0.02% Reduce -11.2% 6,553 $1.2M
Plato Investment Management Ltd 0.08% Reduce -1.0% 6,502 $1.1M
Koss-Olinger Consulting, LLC 0.10% Reduce -3.0% 6,478 $1.1M
Barbara Oil Co. 0.44% No change 6,475 $1.1M
CHICAGO TRUST Co NA 0.18% Add +247.4% 6,445 $1.1M
Sava Infond d.o.o. 0.16% Add +104.1% 6,410 $1.1M
Elwood Capital Partners LP 1.08% New 6,384 $1.1M
Rockefeller Capital Management L.P. 0.00% Reduce -85.7% 6,375 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 6,324 $1.1M
Triangle Securities Wealth Management 0.25% Add +1.3% 6,192 $1.1M
2Xideas AG 0.42% Reduce -39.9% 6,166 $1.1M
Woodline Partners LP 0.00% Add +4.0% 6,112 $1.1M
Third View Private Wealth, LLC 0.15% Add +6.6% 6,053 $1.1M
Harrington Investments, INC 0.55% Reduce -8.8% 6,002 $1.1M
Cumberland Partners Ltd 0.08% Reduce -76.9% 6,000 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +15.7% 5,982 $1.1M
Goelzer Investment Management, Inc. 0.05% Reduce -14.3% 5,978 $1.1M
Argent Trust Co 0.04% Reduce -16.9% 5,957 $1.0M
WINTON GROUP Ltd 0.04% Reduce -66.5% 5,875 $1.0M
Verdence Capital Advisors LLC 0.06% Add +21.9% 5,871 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -3.4% 5,865 $1.0M
Independent Financial Group, LLC 0.02% Reduce -15.8% 5,865 $1.0M
MASTERINVEST Kapitalanlage GmbH 0.11% No change 5,839 $1.0M
Kingsview Wealth Management, LLC 0.01% Reduce -2.1% 5,836 $1.0M
Wealthfront Advisers LLC 0.00% Add +20.6% 5,830 $1.0M
Cim, LLC 0.15% Add +1.2% 5,778 $1.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -75.6% 5,765 $1.0M
Saudi Central Bank 0.02% New 5,764 $1.0M
Vestcor Inc 0.03% Reduce -12.6% 5,717 $1.0M
Alps Advisors Inc. 0.00% Reduce -15.1% 5,687 $999K
Vident Advisory, LLC 0.01% Add +22.6% 5,613 $986K
Welch & Forbes LLC 0.01% Reduce -9.9% 5,595 $983K
Cullen Investment Group, LTD. 0.13% Reduce -9.3% 5,522 $970K
Metis Global Partners, LLC 0.02% Reduce -3.1% 5,501 $966K
Mawer Investment Management Ltd. 0.01% New 5,494 $965K
Curi Capital, LLC 0.02% Add +122.2% 5,480 $963K
United Capital Financial Advisors, LLC 0.01% Add +344.7% 5,425 $953K
Mirador Capital Partners LP 0.13% Add +15.8% 5,407 $950K
Alpine Global Management, LLC 0.17% New 5,388 $946K
Gallagher Capital Advisors, LLC 0.63% New 5,350 $940K
Fieldview Capital Management, LLC 0.27% New 5,337 $937K
Voya Financial Advisors, Inc. 0.09% Reduce -16.8% 5,430 $937K
LRT Capital Management, LLC 0.86% Reduce -12.8% 5,244 $921K
Clearstead Advisors, LLC 0.01% Add +10.8% 5,227 $918K
GLOBALT Investments LLC / GA 0.03% Reduce -4.3% 5,180 $910K
Exchange Traded Concepts, LLC 0.01% Reduce -3.5% 5,112 $898K
Capricorn Fund Managers Ltd 0.14% New 5,000 $878K
Bull Harbor Capital LLC 0.23% — 4,976 $874K
Anchyra Partners LLC 0.26% Reduce -0.3% 4,945 $869K
EP Wealth Advisors, LLC 0.00% Add +16.9% 4,936 $867K
Perbak Capital Partners LLP 0.21% Add +262.3% 4,916 $864K
AE Wealth Management LLC 0.00% Reduce -21.0% 4,877 $857K
Axq Capital, LP 0.11% Add +19.3% 4,862 $854K
Oppenheimer & Co. Inc. 0.01% Reduce -75.5% 4,861 $854K
Profund Advisors LLC 0.03% Reduce -11.6% 4,856 $853K
Columbia Bank 0.24% Add +7.2% 4,847 $851K
1832 Asset Management L.P. 0.00% Add +40.2% 4,809 $845K
Thornburg Investment Management Inc. 0.01% New 4,803 $844K
Dana Investment Advisors, Inc. 0.03% Add +120.1% 4,795 $842K
Cresset Asset Management, LLC 0.00% Add +0.2% 4,721 $829K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -1.4% 4,704 $826K
New York Life Investment Management LLC 0.01% Add +108.5% 4,678 $822K
Evoke Wealth, LLC 0.02% Add +9.8% 4,677 $822K
Fairman Group, LLC 0.70% Reduce -72.0% 4,659 $818K
Jane Street Group, LLC 0.00% Reduce -99.3% 4,651 $817K
Arax Advisory Partners 0.02% Reduce -19.3% 4,617 $811K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -0.5% 4,604 $809K
DAVENPORT & Co LLC 0.00% Reduce -26.3% 4,534 $796K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -27.0% 4,557 $792K
Triglav Investments, D.O.O. 0.06% New 4,500 $790K
Private Advisor Group, LLC 0.00% Reduce -1.3% 4,483 $787K
Citizens Financial Group Inc. 0.01% Add +28.2% 4,453 $782K
Brown Brothers Harriman & Co. 0.00% Add +630.3% 4,440 $780K
Directional Asset Management 0.70% Reduce -13.7% 4,368 $767K
New England Research & Management, Inc. 0.32% Reduce -48.7% 4,320 $759K
Meeder Advisory Services, Inc. 0.03% Add +34.4% 4,310 $757K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% Reduce -40.9% 4,275 $751K
Aptus Capital Advisors, LLC 0.01% Add +26.9% 4,273 $751K
Choreo, LLC 0.01% Reduce -26.7% 4,270 $750K
North Dakota State Investment Board 0.03% Reduce -17.9% 4,266 $749K
Rafferty Asset Management, LLC 0.00% Reduce -13.1% 4,183 $735K
Legacy Capital Group California, Inc. 0.28% New 4,157 $730K
Prospera Financial Services Inc 0.01% New 4,136 $726K
Unique Wealth Strategies, LLC 0.30% Add +35.0% 4,119 $724K
Leonteq Securities AG 0.04% Add +7.7% 4,110 $722K
Brooklyn Investment Group 0.02% Add +45.6% 4,064 $714K
Arkadios Wealth Advisors 0.01% Add +9.4% 4,007 $704K
Kestra Advisory Services, LLC 0.00% Reduce -43.9% 3,948 $693K
Integrity Alliance, Llc. 0.03% Reduce -1.1% 3,925 $690K
Robeco Schweiz AG 0.01% Reduce -89.4% 3,910 $687K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 3,885 $682K
Advisors Capital Management, LLC 0.01% Reduce -1.2% 3,853 $677K
Lombard Odier Asset Management (Switzerland) SA 0.03% New 3,796 $667K
Qtron Investments LLC 0.09% No change 3,722 $654K
Advisory Services Network, LLC 0.01% Reduce -45.5% 3,708 $651K
Suncoast Equity Management 0.08% Reduce -16.6% 3,690 $648K
Reynders McVeigh Capital Management, LLC 0.03% Reduce -36.5% 3,679 $646K
Shaker Investments LLC 0.29% Reduce -11.4% 3,651 $641K
ASO GROUP Ltd 0.27% No change 3,594 $631K
Coldstream Capital Management Inc. 0.01% Reduce -10.9% 3,582 $629K
Wolff Wiese Magana LLC 0.35% New 3,579 $629K
Mirabella Financial Services LLP 0.06% Add +37.0% 3,572 $627K
Hills Bank & Trust Co 0.03% Reduce -0.3% 3,570 $627K
Allworth Financial LP 0.00% Reduce -63.0% 3,542 $622K
Krilogy Financial LLC 0.02% Reduce -2.0% 3,653 $613K
Boothbay Fund Management, LLC 0.01% Add +107.7% 3,472 $610K
TFB Advisors LLC 0.32% Add +0.8% 3,460 $608K
Regal Investment Advisors LLC 0.04% Add +25.2% 3,459 $608K
National Bank of Canada 0.00% Reduce -9.6% 3,448 $606K
Mgo One Seven LLC 0.01% Reduce -51.9% 3,451 $606K
Larson Financial Group LLC 0.02% Add +112.4% 3,436 $604K
Sigma Planning Corp 0.02% Reduce -48.6% 3,410 $599K
Waverly Advisors, LLC 0.00% Add +104.4% 3,399 $597K
BBR Partners, LLC 0.03% Add +0.1% 3,391 $596K
Callan Family Office, LLC 0.01% Add +16.6% 3,374 $593K
Bank of Hawaii 0.03% Reduce -0.1% 3,350 $588K
SkyOak Wealth, LLC 0.11% Reduce -13.1% 3,320 $583K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -29.8% 3,304 $580K
MAI Capital Management 0.00% Add +44.6% 3,293 $578K
Beacon Pointe Advisors, LLC 0.00% Add +154.1% 3,278 $576K
Compound Planning, Inc. 0.02% Reduce -20.1% 3,241 $569K
GraniteShares Advisors LLC 0.41% Reduce -0.3% 3,217 $565K
Circle Wealth Management, LLC 0.01% Reduce -28.2% 3,142 $552K
Avidian Wealth Enterprises, LLC 0.02% New 3,131 $550K
Hutchinson Capital Management 0.10% Reduce -0.1% 3,121 $548K
Exencial Wealth Advisors, LLC 0.02% New 3,107 $546K
Bessemer Group Inc. 0.00% Reduce -4.0% 3,075 $540K
Eventide Asset Management, LLC 0.01% Add +22.0% 3,066 $539K
Siemens Fonds Invest GmbH 0.03% Add +2.9% 3,002 $527K
UNIVEST FINANCIAL Corp 0.03% Reduce -70.5% 3,000 $527K
UniSuper Management Pty Ltd 0.00% No change 3,000 $527K
Rothschild Wealth LLC 0.05% Add +186.8% 2,997 $526K
Gilbert & Cook, Inc. 0.07% Add +3.9% 2,982 $524K
Jamison Private Wealth Management, Inc. 0.07% No change 2,966 $521K
Murphy & Mullick Capital Management Corp 0.39% Reduce -3.5% 2,963 $520K
Clear Harbor Asset Management, LLC 0.04% Reduce -63.6% 2,928 $514K
Turning Point Benefit Group, Inc. 0.33% Reduce -10.6% 2,942 $514K
Van Diest Capital, LLC 0.40% Add +140.1% 2,888 $507K
Empirical Asset Management, LLC 0.13% New 2,884 $507K
Perigon Wealth Management, LLC 0.01% Add +7.1% 2,860 $502K
Keybank National Association 0.00% Reduce -20.9% 2,836 $498K
Cornell Pochily Investment Advisors, Inc. 0.15% Add +5.3% 2,828 $497K
Paces Ferry Wealth Advisors, LLC 0.20% Reduce -26.2% 2,794 $491K
Regions Financial Corp. 0.00% Reduce -51.2% 2,784 $489K
Virtu Financial LLC 0.02% Reduce -70.2% 2,786 $489K
Ellevest, Inc. 0.07% Add +25.7% 2,781 $489K
Oxford Asset Management LLP 0.20% Reduce -57.5% 2,763 $485K
17 Capital Partners, LLC 0.25% Reduce -25.4% 2,758 $484K
Polymer Capital Management (US) LLC 0.07% Reduce -35.5% 2,758 $484K
Global Endowment Management, LP 0.05% Add +98.5% 2,757 $484K
HF Advisory Group, LLC 0.16% Add +18.2% 2,731 $480K
Motley Fool Asset Management LLC 0.02% Reduce -82.2% 2,715 $477K
Polymer Capital Management (HK) LTD 0.07% New 2,699 $474K
First Growth Capital LLC 0.43% New 2,729 $471K
GeoWealth Management, LLC 0.02% Add +27.8% 2,634 $463K
Evolve Private Wealth, LLC 0.02% Reduce -16.0% 2,626 $461K
Chicago Partners Investment Group LLC 0.01% Add +107.9% 2,813 $461K
Evanson Asset Management, LLC 0.02% No change 2,599 $457K
Nia Impact Advisors, LLC 0.20% Reduce -54.7% 2,550 $448K
LOM Asset Management Ltd 0.13% No change 2,550 $448K
Sterling Capital Management LLC 0.01% Reduce -46.6% 2,548 $448K
Waddell & Associates, LLC 0.03% Add +68.9% 2,524 $443K
Marex Group Ltd 0.00% Add +34.4% 2,524 $443K
Apollon Wealth Management, LLC 0.01% Reduce -7.0% 2,507 $440K
RiverFront Investment Group, LLC 0.01% No change 2,500 $439K
EverSource Wealth Advisors, LLC 0.01% Add +11.2% 2,487 $437K
TCW Group Inc. 0.00% Add +5.1% 2,475 $435K
United Asset Strategies, Inc. 0.03% Add +12.9% 2,469 $434K
Americana Partners, LLC 0.01% Add +8.2% 2,437 $428K
GAMMA Investing LLC 0.02% Reduce -2.0% 2,433 $427K
Smartleaf Asset Management LLC 0.02% Reduce -8.0% 2,409 $424K
Fortis Capital Advisors, LLC 0.06% Reduce -9.4% 2,398 $421K
Belpointe Asset Management LLC 0.02% Reduce -9.4% 2,398 $421K
Phoenix Financial Ltd. 0.00% New 2,313 $421K
Integrated Investment Consultants, LLC 0.09% Add +0.1% 2,364 $415K
Twin City Private Wealth, LLC 0.31% Add +10.7% 2,358 $414K
Globeflex Capital L P 0.06% No change 2,347 $412K
Huntington National Bank 0.00% Add +11.8% 2,331 $409K
OneDigital Investment Advisors LLC 0.00% Add +17.8% 2,299 $404K
1834 Investment Advisors Co. 0.05% Reduce -13.9% 2,293 $403K
Formidable Asset Management, LLC 0.06% New 2,290 $402K
Hikari Power Ltd 0.03% No change 2,280 $401K
TD Private Client Wealth LLC 0.01% Add +8.5% 2,280 $401K
Summit Financial, LLC 0.01% Add +7.3% 2,264 $398K
D.A. Davidson & Co. 0.00% Reduce -74.3% 2,245 $394K
Emerald Advisers, LLC 0.01% No change 2,233 $392K
EntryPoint Capital, LLC 0.11% New 2,202 $387K
V-Square Quantitative Management LLC 0.04% Add +3.9% 2,202 $387K
CFO4Life Group, LLC 0.06% Reduce -1.4% 2,190 $385K
Ostrum Asset Management 0.02% Reduce -35.3% 2,190 $385K
CoreCap Advisors, LLC 0.01% Add +15.0% 2,186 $384K
Rehmann Capital Advisory Group 0.02% Add +30.8% 2,166 $380K
SYM FINANCIAL Corp 0.04% Reduce -25.1% 2,159 $379K
Tudor Financial Inc. 0.19% Reduce -1.4% 2,125 $373K
WealthBridge Capital Management, LLC 0.09% Reduce -8.0% 2,122 $373K
Blueshift Asset Management, LLC 0.11% Reduce -66.7% 2,119 $372K
State of Wyoming 0.04% Add +119.9% 2,100 $369K
Cape Investment Advisory, Inc. 0.12% Reduce -7.2% 2,090 $367K
Stansberry Asset Management, LLC 0.04% No change 2,088 $367K
Essential Partners LLC 0.12% Reduce -17.0% 2,087 $367K
Precision Wealth Strategies, LLC 0.12% Reduce -2.3% 2,067 $363K
First American Bank 0.02% Reduce -16.3% 2,066 $363K
Vise Technologies, Inc. 0.01% No change 1,624 $363K
Sowell Financial Services LLC 0.01% Add +10.3% 2,051 $360K
Signaturefd, LLC 0.01% Add +36.7% 2,048 $360K
Yousif Capital Management, LLC 0.00% Add +3.9% 2,033 $357K
Cinctive Capital Management LP 0.02% New 2,008 $353K
Geneos Wealth Management Inc. 0.01% Reduce -4.2% 2,004 $352K
Walter & Keenan Wealth Management LLC /in/ 0.10% Add +3.0% 2,000 $351K
PKO Investment Management Joint-Stock Co 0.03% Reduce -25.9% 2,000 $351K
Griffin Asset Management, Inc. 0.04% Add +33.4% 1,995 $350K
Bridgewater Advisors Inc. 0.02% Add +129.2% 2,239 $349K
J. Safra Sarasin Holding AG 0.01% Reduce -20.5% 1,981 $347K
Cibc World Market Inc. 0.00% Reduce -1.1% 1,968 $346K
GC Wealth Management RIA, LLC 0.01% Add +3.9% 1,936 $340K
Crestwood Advisors Group, LLC 0.01% Add +34.9% 1,931 $339K
Dara Capital Us, Inc. 0.32% Add +2.6% 1,901 $334K
Caerus Investment Advisors, LLC 0.14% New 1,900 $334K
Westerkirk Capital Inc. 0.04% No change 1,900 $334K
Collaborative Fund Advisors, LLC 0.21% — 1,899 $334K
Capstone Investment Advisors, LLC 0.00% Reduce -83.6% 1,898 $333K
Phillip James Consulting Co. 0.25% New 1,894 $332K
Physicians Financial Services, Inc. 0.09% No change 1,890 $332K
Capital Investment Advisory Services, LLC 0.02% Add +2.0% 1,877 $330K
Baron Wealth Management LLC 0.10% Reduce -19.4% 1,876 $330K
Synergy Financial Group, LTD 0.25% Add +26.7% 1,875 $329K
Cherry Creek Investment Advisors, Inc. 0.14% No change 1,861 $327K
First Financial Bankshares Inc 0.01% No change 1,856 $326K
Bayesian Capital Management, LP 0.40% New 1,851 $325K
Syon Capital LLC 0.02% New 1,841 $323K
Gateway Wealth Partners, LLC 0.01% New 1,839 $323K
Gladstone Institutional Advisory LLC 0.01% Add +3.5% 1,794 $315K
Essex Financial Services, Inc. 0.02% New 1,786 $314K
Annis Gardner Whiting Capital Advisors, LLC 0.05% No change 1,775 $312K
Crossmark Global Holdings, Inc. 0.00% Add +2.4% 1,773 $311K
Maia Wealth LLC 0.05% Reduce -28.6% 1,750 $307K
Centurion Wealth Management LLC 0.07% Add +18.9% 1,745 $307K
Stephens Inc. 0.00% Add +55.5% 1,742 $306K
Concurrent Investment Advisors, LLC 0.00% Reduce -21.1% 1,742 $306K
Baker Avenue Asset Management, LP 0.01% New 1,735 $305K
Faithward Advisors, LLC 0.04% Reduce -91.1% 1,726 $303K
Williams Jones Wealth Management, LLC. 0.00% Reduce -81.4% 1,726 $303K
Crux Wealth Advisors 0.12% Reduce -0.9% 1,723 $303K
Argos Wealth Advisors, LLC 0.09% Add +3.9% 1,720 $302K
Truvestments Capital LLC 0.05% Reduce -14.1% 1,718 $302K
Counterpoint Mutual Funds LLC 0.05% New 1,713 $301K
Johnson Financial Group, LLC 0.02% New 1,712 $301K
GM Advisory Group, LLC 0.01% Add +49.5% 1,695 $298K
Martingale Asset Management L P 0.01% Reduce -5.6% 1,687 $296K
AIA Group Ltd 0.00% No change 1,685 $296K
Camelot Portfolios, LLC 0.22% Reduce -0.2% 1,684 $296K
Kera Capital Partners, Inc. 0.04% New 1,652 $290K
Yorktown Management & Research Co Inc 0.24% No change 1,650 $290K
Radnor Capital Management, LLC 0.04% Reduce -8.8% 1,650 $290K
Earned Wealth Advisors, LLC 0.02% Reduce -6.7% 1,648 $289K
Voleon Capital Management LP 0.01% New 1,647 $289K
Marks Group Wealth Management, Inc 0.03% Reduce -14.4% 1,622 $285K
Lombard Odier Asset Management (USA) Corp 0.21% New 1,613 $283K
Wedmont Private Capital 0.01% Reduce -26.6% 1,699 $283K
GKV Capital Management Co., Inc. 0.11% Reduce -36.0% 1,600 $281K
waypoint wealth counsel 0.15% New 1,598 $281K
Transcend Capital Advisors, LLC 0.02% New 1,594 $280K
Wick Capital Partners, LLC 0.05% New 1,592 $280K
National Philanthropic Trust 0.00% Add +28.2% 1,581 $278K
Ritter Daniher Financial Advisory LLC / DE 0.05% Reduce -3.4% 1,573 $276K
Hardy Reed LLC 0.02% Add +2.5% 1,556 $273K
Pinebridge Investments LLC 0.00% Reduce -91.7% 1,550 $272K
AlphaGrep UK Ltd 0.08% New 1,544 $271K
Aaron Wealth Advisors LLC 0.02% New 1,537 $270K
Vann Equity Management LLC 0.19% — 1,514 $266K
Allegiance Financial Group Advisory Services LLC 0.05% Add +27.2% 1,501 $264K
SBI Securities Co., Ltd. 0.01% Add +30.4% 1,486 $261K
Qsemble Capital Management, LP 0.02% New 1,478 $260K
GenTrust, LLC 0.01% New 1,459 $256K
VeraBank, N.A. 0.05% Reduce -38.9% 1,458 $256K
Cigna Investments Inc. 0.04% No change 1,450 $254K
IVC Wealth Advisors LLC 0.11% New 1,445 $254K
Northbridge Financial Group, LLC 0.11% Reduce -17.0% 1,571 $249K
State of Michigan Retirement System 0.00% No change 1,400 $246K
Two Sigma Securities, LLC 0.03% New 1,399 $246K
SJS Investment Consulting Inc. 0.03% Add +29.7% 1,388 $244K
Mfa Wealth Advisors, LLC 0.05% Add +13.7% 1,386 $243K
Gryphon Financial Partners LLC 0.03% Add +13.1% 1,371 $241K
B.O.S.S. Retirement Advisors, LLC 0.07% Reduce -21.1% 1,368 $240K
Wealth Group, Ltd. 0.22% No change 1,328 $233K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +8.4% 1,327 $233K
Baker Tilly Wealth Management, LLC 0.06% Reduce -25.4% 1,311 $230K
Caprock Group, LLC 0.01% New 1,310 $230K
Facet Wealth, Inc. 0.00% Add +2.7% 1,310 $230K
Aft, Forsyth & Company, Inc. 0.11% Reduce -4.1% 910 $228K
Daymark Wealth Partners, LLC 0.01% New 1,295 $227K
Investment Partners Asset Management, Inc. 0.14% Reduce -1.9% 1,285 $226K
Savant Capital, LLC 0.00% Add +29.4% 1,278 $224K
Coastal Bridge Advisors, LLC 0.02% Add +24.4% 1,271 $223K
IFP Advisors, Inc 0.00% Add +20.3% 1,270 $223K
Rothschild Investment LLC 0.01% Add +15.2% 1,268 $223K
Parallel Advisors, LLC 0.00% Add +2.0% 1,263 $222K
Pitcairn Wealth Advisors LLC 0.02% Add +5.3% 984 $220K
Koshinski Asset Management, Inc. 0.01% Add +24.3% 1,247 $219K
Conestoga Capital Advisors, LLC 0.00% Reduce -40.4% 1,242 $218K
Ashton Thomas Private Wealth, LLC 0.01% New 1,238 $217K
Strategic Advisors LLC 0.04% Reduce -22.6% 1,220 $214K
CX Institutional 0.01% Add +0.7% 1,219 $214K
PAX Financial Group, LLC 0.04% Reduce -11.2% 1,218 $214K
Pembroke Management, LTD 0.03% Reduce -52.5% 1,218 $214K
Valley National Advisers Inc. 0.03% Reduce -16.7% 1,214 $213K
QTR Family Wealth, LLC 0.09% New 1,334 $212K
Fi3 FINANCIAL ADVISORS, LLC 0.06% Add +32.6% 1,204 $211K
Premier Path Wealth Partners, LLC 0.03% Reduce -40.3% 1,202 $211K
SPWM Advisors LLC 0.18% Reduce -12.3% 1,304 $208K
AlphaCore Capital LLC 0.00% New 1,180 $207K
Sivia Capital Partners, LLC 0.04% Reduce -70.7% 1,179 $207K
Bell Bank 0.01% Add +0.2% 1,179 $207K
Arlington Financial Advisors, LLC 0.03% Reduce -6.2% 1,173 $206K
Balyasny Asset Management L.P. 0.00% Reduce -99.7% 1,162 $204K
Revolve Wealth Partners, LLC 0.03% Add +22.9% 1,155 $203K
Ofi Invest Asset Management 0.00% Add +38.4% 1,313 $200K
Versant Capital Management, Inc 0.02% Add +160.9% 1,109 $195K
Harbour Investments, Inc. 0.00% Add +57.1% 1,095 $193K
Quarry LP 0.04% Add +137.3% 1,049 $184K
Canada Post Corp Registered Pension Plan 0.01% No change 1,037 $182K
Westpac Banking Corp. 0.01% Reduce -12.9% 1,025 $180K
S-Bank Fund Management Ltd 0.03% Reduce -3.6% 1,002 $176K
Centaurus Financial, Inc. 0.01% Reduce -23.7% 916 $161K
Sunbelt Securities, Inc. 0.01% Add +4.9% 905 $159K
Elevation Wealth Partners, LLC 0.06% Add +32.9% 901 $158K
Penserra Capital Management LLC 0.00% Add +3.3% 852 $149K
Financial Consulate, Inc. 0.02% Reduce -54.0% 814 $143K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 800 $140K
Harbor Investment Advisory, LLC 0.01% Reduce -55.1% 775 $136K
Tobam 0.04% New 767 $135K
Twin Tree Management, LP 0.03% Reduce -96.9% 757 $133K
CENTRAL TRUST Co 0.00% Reduce -0.4% 723 $127K
Wealth Enhancement Trust Services, Inc. 0.02% New 718 $126K
Mather Group, Llc. 0.00% New 714 $125K
Quadrant Capital Group LLC 0.00% Reduce -0.4% 696 $122K
Banque Transatlantique SA 0.00% Reduce -20.8% 681 $120K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Reduce -14.2% 666 $117K
True Wealth Design, LLC 0.03% Add +59.8% 577 $101K
TD Waterhouse Canada Inc. 0.00% Add +238.5% 572 $99K
Rudius Management LP 0.03% New 535 $94K
Capital Analysts, LLC 0.00% Reduce -5.8% 524 $92K
Quintet Private Bank (Europe) S.A. 0.01% No change 518 $91K
Park Place Capital Corp 0.02% Add +1.8% 509 $89K
BankPlus Trust Department 0.02% Reduce -19.8% 490 $86K
Fideuram Asset Management (Ireland) dac 0.01% Reduce -96.9% 400 $82K
Covestor Ltd 0.06% Reduce -31.4% 468 $82K
Cassaday & Co Wealth Management LLC 0.00% New 463 $81K
Global Trust Asset Management, LLC 0.03% Reduce -11.5% 440 $77K
Whittier Trust Co. 0.00% Reduce -35.7% 436 $76K
HighMark Wealth Management LLC 0.03% No change 407 $71K
Lanark Financial, Inc. 0.01% Reduce -74.6% 400 $70K
Trust Co 0.01% Add +32.8% 393 $69K
Osbon Capital Management LLC 0.06% No change 387 $68K
Wilmington Savings Fund Society, FSB 0.00% No change 385 $68K
Western Pacific Wealth Management, LP 0.07% Reduce -16.5% 380 $67K
Capital Advisors, Ltd. LLC 0.01% Add +1.1% 370 $65K
Spire Wealth Management 0.00% Reduce -21.2% 353 $62K
United Community Bank 0.02% Add +2.9% 350 $61K
AXS Investments LLC 0.02% Reduce -18.8% 346 $61K
Parkside Financial Bank & Trust 0.00% Reduce -3.2% 336 $59K
Mb, Levis & Associates, LLC 0.02% No change 321 $56K
Pittenger & Anderson Inc. 0.00% No change 300 $53K
Glen Eagle Advisors, LLC 0.01% No change 272 $48K
Financial Perspectives, Inc 0.01% No change 265 $47K
MassMutual Private Wealth & Trust, FSB 0.00% No change 264 $46K
International Assets Investment Management, LLC 0.00% Reduce -4.8% 258 $45K
Fairscale Capital, LLC 0.03% No change 244 $43K
Quent Capital, LLC 0.00% Add +97.4% 231 $41K
Johnson Financial Group, Inc. 0.00% Reduce -31.3% 230 $40K
Root Financial Partners, LLC 0.00% Reduce -40.0% 230 $40K
Blue Trust, Inc. 0.00% Reduce -10.2% 230 $40K
Duncker Streett & Co. Inc. 0.01% No change 227 $40K
J.Safra Asset Management Corp 0.00% Add +46.0% 222 $39K
First Horizon Corp. 0.00% Add +1.0% 202 $35K
Stance Capital LLC 0.02% New 200 $35K
Aventura Private Wealth, LLC 0.01% Reduce -24.1% 195 $34K
Roble, Belko & Company, Inc 0.00% Reduce -5.0% 191 $34K
Ares Financial Consulting, LLC 0.03% Add +1392.3% 194 $34K
Colonial Trust Co / SC 0.00% No change 185 $32K
Wormser Freres Gestion 0.02% Reduce -7.0% 173 $31K
Private Trust Co. NA 0.00% Reduce -41.9% 175 $31K
Toth Financial Advisory Corp. 0.00% No change 170 $30K
Field & Main Bank 0.01% No change 165 $29K
Clearstead Trust, LLC 0.00% Add +26.9% 165 $29K
Raiffeisen Bank International AG 0.00% No change 155 $27K
Measured Wealth Private Client Group, LLC 0.01% No change 150 $26K
MV Capital Management, Inc. 0.00% Add +10.3% 150 $26K
Wealth Preservation Advisors, LLC 0.02% New 143 $25K
Owl Creek Wealth Partners LLC 0.01% — 137 $24K
Zions Bancorporation, National Association 0.00% Add +48.9% 134 $24K
NFSG Corp 0.00% No change 131 $23K
SHP Wealth Management 0.00% Add +8.4% 129 $23K
SMA Capital LLC 0.01% New 123 $22K
Cornerstone Planning Group LLC 0.00% Reduce -25.3% 124 $21K
Hilltop National Bank 0.01% New 119 $21K
Highline Wealth Partners LLC 0.01% Add +1375.0% 118 $21K
Basecamp Wealth Advisors LLC 0.00% Reduce -29.3% 116 $20K
Pinnacle Bancorp, Inc. 0.01% No change 115 $20K
Meeder Asset Management Inc. 0.00% Add +187.5% 115 $20K
Atlas Capital Advisors Inc. 0.00% New 114 $20K
Hollencrest Capital Management 0.00% Reduce -50.0% 113 $20K
Abound Financial, LLC 0.01% No change 109 $19K
CVA Family Office, LLC 0.00% Add +51.4% 106 $19K
Financial Avengers, Inc. 0.01% No change 100 $18K
Greykasell Wealth Strategies, Inc. 0.01% No change 100 $18K
VSM Wealth Advisory, LLC 0.01% No change 100 $18K
Old Second National Bank of Aurora 0.00% No change 100 $18K
Trust Co. of Toledo NA 0.00% No change 100 $18K
Gilpin Wealth Management, LLC 0.01% Add +90.0% 95 $17K
AdvisorNet Financial, Inc 0.00% Add +7.3% 88 $15K
GHP Investment Advisors, Inc. 0.00% Add +2.4% 87 $15K
Transamerica Financial Advisors, LLC 0.00% Add +102.3% 87 $15K
Rossby Financial, LCC 0.00% Add +6.3% 85 $15K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -77.0% 81 $14K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 80 $14K
Activest Wealth Management 0.00% Reduce -38.9% 80 $14K
N.E.W. Advisory Services LLC 0.00% No change 80 $14K
Private Wealth Asset Management, LLC 0.00% Reduce -1.3% 75 $13K
Vision Retirement, LLC 0.00% No change 74 $13K
Strategic Wealth Partners, Ltd. 0.00% Add +42.3% 74 $13K
Manchester Capital Management LLC 0.00% Add +204.2% 73 $13K
JPL Wealth Management, LLC 0.00% New 71 $12K
Rachor Investment Advisory Services, LLC 0.01% No change 70 $12K
First Command Advisory Services, Inc. 0.00% Add +3350.0% 69 $12K
Birchwood Financial Partners, Inc. 0.01% Reduce -1.4% 68 $12K
Lodestone Wealth Management LLC 0.00% Add +126.7% 68 $12K
Vanguard National Trust Co 0.00% — 67 $12K
Anchor Investment Management, LLC 0.00% Add +85.7% 65 $11K
Salomon & Ludwin, LLC 0.00% Add +2000.0% 63 $11K
Legacy Wealth Managment, LLC 0.01% No change 62 $11K
Avalon Trust Co 0.00% New 62 $11K
SouthState Bank Corp 0.00% Add +8.8% 62 $11K
Legacy Bridge, LLC 0.00% No change 60 $11K
Kemnay Advisory Services Inc. 0.00% No change 60 $11K
Medallion Wealth Advisors, LLC 0.00% No change 57 $10K
Physician Wealth Advisors, Inc. 0.00% Add +75.0% 56 $10K
Bell Investment Advisors, Inc 0.00% Add +57.1% 55 $10K
Salem Investment Counselors Inc. 0.00% New 55 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -96.6% 54 $9K
Cullen/Frost Bankers, Inc. 0.00% Reduce -81.5% 52 $9K
Signature Equity Partners, LLC 0.00% Add +6.3% 51 $9K
Private Wealth Management Group, LLC 0.00% Reduce -23.9% 51 $9K
Boreal Capital Management LLC 0.01% No change 50 $9K
Gill Capital Partners, LLC 0.00% New 50 $9K
Hartford Financial Management Inc. 0.00% No change 50 $9K
Tradewinds Capital Management, LLC 0.00% New 50 $9K
Key Financial Inc 0.00% No change 50 $9K
Ascentis Independent Advisors 0.00% New 49 $9K
Virtus Advisers, LLC 0.00% No change 47 $8K
Hughes Financial Services, LLC 0.00% Add +4.4% 47 $8K
UMB Bank, n.a. 0.00% Reduce -80.8% 46 $8K
Hanson & Doremus Investment Management 0.00% No change 48 $8K
Innovative Asset Advisors Group, LLC 0.00% — 45 $8K
Ballast Advisors LLC 0.00% New 45 $8K
Crewe Advisors LLC 0.00% Add +22.2% 44 $8K
Golden State Wealth Management, LLC 0.00% No change 40 $7K
Colonial Trust Advisors 0.00% No change 40 $7K
Avion Wealth 0.00% Add +55.2% 45 $7K
Smithfield Trust Co 0.00% No change 36 $7K
Marquette Asset Management, LLC 0.00% Add +23.3% 37 $7K
Bayban 0.01% New 37 $6K
Eastern Bank 0.00% No change 35 $6K
Allianz SE 0.00% New 35 $6K
Compagnie Lombard Odier SCmA 0.00% New 35 $6K
Torren Management, LLC 0.00% Reduce -45.2% 34 $6K
Richardson Capital Management LLC 0.00% New 33 $6K
JNBA Financial Advisors 0.00% Add +357.1% 32 $6K
KERR FINANCIAL PLANNING Corp 0.00% No change 33 $5K
Keating Financial Advisory Services, Inc. 0.00% Reduce -33.3% 30 $5K
First Pacific Financial 0.00% Add +16.0% 29 $5K
Cornerstone Financial Management LLC 0.00% Add +107.1% 29 $5K
Financial Freedom, LLC 0.00% New 29 $5K
TFC Financial Management, Inc. 0.00% No change 28 $5K
Albion Financial Group 0.00% No change 28 $5K
Webster Bank, N. A. 0.00% No change 28 $5K
Addison Advisors LLC 0.00% No change 27 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 27 $5K
Raffa Wealth Management, LLC 0.00% Add +3.9% 27 $5K
CGC Financial Services, LLC 0.00% No change 25 $4K
City State Bank 0.00% No change 25 $4K
Provenance Wealth Advisors, LLC 0.00% No change 25 $4K
Bartlett & Co. Wealth Management LLC 0.00% No change 25 $4K
NBT Bank, N.A. 0.00% Add +9.1% 24 $4K
Sachetta, LLC 0.00% Reduce -20.7% 23 $4K
Curio Wealth, LLC 0.00% Add +4.8% 22 $4K
WPG Advisers, LLC 0.00% Add +61.5% 21 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -55.3% 21 $4K
MCF Advisors LLC 0.00% No change 21 $4K
Dogwood Wealth Management LLC 0.00% Add +11.1% 20 $4K
North Star Investment Management Corp. 0.00% Add +66.7% 20 $4K
Sound Income Strategies, LLC 0.00% No change 20 $3K
Accent Capital Management, LLC 0.00% No change 18 $3K
Red Tortoise LLC 0.00% No change 17 $3K
Security National Bank 0.00% No change 17 $3K
Twin Lakes Capital Management, LLC 0.00% No change 16 $3K
Chilton Capital Management LLC 0.00% New 16 $3K
Retirement Wealth Solutions LLC 0.00% Reduce -84.8% 14 $2K
Clayton Financial Group LLC 0.00% No change 14 $2K
Valued Wealth Advisors LLC 0.00% No change 14 $2K
Principia Wealth Advisory, LLC 0.00% Add +180.0% 14 $2K
Westside Investment Management, Inc. 0.00% Reduce -68.9% 14 $2K
Country Trust Bank 0.00% No change 14 $2K
Copia Wealth Management 0.00% No change 13 $2K
Nemes Rush Group LLC 0.00% Reduce -13.3% 13 $2K
MidFirst Bank 0.00% New 13 $2K
Hantz Financial Services, Inc. 0.00% Reduce -99.3% 13 $2K
Vermillion Wealth Management, Inc. 0.00% New 10 $2K
Pension & Wealth Management Advisors, Inc. 0.00% New 10 $2K
Missouri Trust & Investment Co 0.00% No change 9 $2K
Bare Financial Services, Inc 0.00% Add +200.0% 9 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -25.0% 9 $2K
Cromwell Holdings LLC 0.00% Reduce -66.7% 8 $1K
Bay Harbor Wealth Management, LLC 0.00% Reduce -33.3% 8 $1K
Horizon Investments, LLC 0.00% Add +700.0% 8 $1K
Evolution Wealth Management Inc. 0.00% New 7 $1K
Rakuten Securities, Inc. 0.00% Reduce -86.5% 7 $1K
Fortitude Family Office, LLC 0.00% Reduce -63.2% 7 $1K
Creative Financial Designs Inc. 0.00% Add +133.3% 7 $1K
Purpose Unlimited Inc. 0.00% New 7 $1K
Nalls Sherbakoff Group, LLC 0.00% No change 6 $1K
Whipplewood Advisors, LLC 0.00% Reduce -99.0% 6 $1K
Aspect Partners, LLC 0.00% No change 6 $1K
Wilkerson Advisory Group LLC 0.00% Reduce -53.9% 6 $1K
Quaker Wealth Management, LLC 0.00% Add +100.0% 6 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 6 $1K
High Note Wealth, LLC 0.00% Add +500.0% 6 $1K
Rialto Wealth Management, LLC 0.00% Reduce -16.7% 5 $879
Evermay Wealth Management LLC 0.00% No change 5 $879
Noble Wealth Management PBC 0.00% New 5 $878
Basepoint Wealth LLC 0.00% No change 5 $878
Darwin Wealth Management, LLC 0.00% No change 5 $878
Proathlete Wealth Management LLC 0.00% No change 5 $878
Signature Resources Capital Management, LLC 0.00% No change 4 $703
American Capital Advisory, LLC 0.00% Add +100.0% 4 $703
Elevated Capital Advisors, LLC 0.00% No change 4 $703
Davis Capital Management 0.00% Add +50.0% 3 $527
TopTier Wealth Management, LLC 0.00% New 3 $527
Breakwater Investment Management 0.00% New 3 $527
DecisionPoint Financial, LLC 0.00% No change 3 $527
LRI Investments, LLC 0.00% New 3 $527
Seneschal Advisors, LLC 0.00% Add +100.0% 2 $352
1015 Capital Partners, LLC 0.00% Reduce -50.0% 2 $351
HFM Investment Advisors, LLC 0.00% No change 2 $351
Delta Asset Management LLC 0.00% No change 2 $351
Stone House Investment Management, LLC 0.00% No change 1 $176
Triumph Capital Management 0.00% No change 1 $176

"% 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.