Viking HoldingsVIK

13F holders, Q2 2026 (June 30)
614holders +105
154new positions
49sold out
8famous investors
$104.54avg. 13F price*

At the end of Q2 2026, 614 institutions reported holding Viking Holdings Ltd. (VIK) in their 13F filings, up 105 from Q1 2026. 154 opened new positions and 49 sold out. The largest holders were Capital Research Global Investors ($2.7B), FMR LLC ($1.8B) and Canada Pension Plan Investment Board ($1.2B). 8 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Viking Holdings Ltd.
CUSIP
G93A5A101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q2 2024: 137Q2 2024Q3 2024: 184Q3 2024Q4 2024: 234Q4 2024Q1 2025: 258Q1 2025Q2 2025: 296Q2 2025Q3 2025: 373Q3 2025Q4 2025: 470Q4 2025Q1 2026: 509Q1 2026Q2 2026: 614Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions154$502.7M
Exits49$210.8M

All 13F filers, Q1 2026 → Q2 2026: 41,994,141 shares bought and 41,203,308 shares sold, net +790,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 614 holders

Capital Research Global Investors 0.37% Add +12.5% 25,523,184 $2.7B
FMR LLC 0.08% Add +20.7% 16,993,566 $1.8B
Canada Pension Plan Investment Board 0.65% Reduce -44.2% 11,244,744 $1.2B
Invesco Ltd. 0.09% Reduce -21.0% 11,164,987 $1.2B
Massachusetts Financial Services Co. 0.32% Add +22.7% 9,691,495 $1.0B
AQR Capital Management 0.34% Add +23.8% 9,293,755 $967.3M
Select Equity Group, L.P. 4.77% Reduce -20.4% 8,601,393 $900.3M
Federated Hermes, Inc. 1.24% Reduce -4.1% 8,239,807 $862.5M
Wellington Management Group LLP 0.11% Add +654.3% 6,157,982 $644.6M
BlackRock, Inc. 0.01% Reduce -19.2% 5,999,814 $628.0M
T. Rowe Price Investment Management, Inc. 0.39% Reduce -54.6% 5,699,133 $596.5M
American Century Companies Inc. 0.22% Add +94.8% 4,757,925 $498.0M
Norges Bank 0.05% — 4,719,836 $494.0M
Castle Hook Partners LP 3.16% Add +343.8% 2,814,165 $294.6M
JPMorgan Chase & Co. 0.02% Add +229.5% 2,582,076 $271.0M
T. Rowe Price Associates Inc. 0.03% Add +5.4% 2,540,825 $265.9M
Agf Management Ltd. 1.04% Add +746.8% 2,538,429 $265.7M
Bank of America Corp. 0.02% Add +10.0% 2,450,134 $256.5M
Morgan Stanley 0.01% Add +13.6% 2,218,542 $232.2M
Artisan Partners Limited Partnership 0.36% Reduce -4.0% 2,089,760 $218.7M
Raymond James Financial Inc. 0.06% Add +238.1% 2,080,429 $217.8M
Geode Capital Management, LLC 0.01% Add +20.8% 2,005,628 $209.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.20% Add +4.0% 1,938,064 $202.9M
Sculptor Capital LP 3.30% Add +34.5% 1,930,034 $202.0M
Goldman Sachs Group Inc. 0.02% Add +5.0% 1,753,519 $183.5M
UBS Group AG 0.03% Reduce -54.0% 1,743,298 $182.5M
State Street Corp. 0.01% Reduce -0.8% 1,724,626 $180.5M
Clearbridge Investments, LLC 0.14% Add +11.3% 1,658,853 $173.6M
Franklin Resources Inc. 0.04% Add +38.5% 1,583,610 $165.8M
Forest Avenue Capital Management LP 6.96% Reduce -22.3% 1,582,676 $165.7M
Dream Peak Capital Ltd 15.50% Reduce -25.4% 1,500,000 $157.0M
Evercore Wealth Management, LLC 2.17% Reduce -12.4% 1,465,035 $153.3M
Two Sigma Investments, LP 0.12% Reduce -68.4% 1,446,534 $151.4M
Thrivent Financial for Lutherans 0.25% Add +14.4% 1,389,326 $145.4M
Vontobel Holding Ltd. 0.46% Add +23534.8% 1,314,566 $137.6M
Holocene Advisors, LP 0.30% Reduce -50.1% 1,233,224 $129.1M
Allspring Global Investments Holdings, LLC 0.17% Add +3.0% 1,086,546 $110.8M
Point72 Asset Management 0.17% Reduce -65.9% 1,008,832 $105.6M
1832 Asset Management L.P. 0.12% Add +4191.0% 961,185 $100.6M
Lord, Abbett & Co. LLC 0.27% Add +482.4% 846,174 $88.6M
Congress Asset Management Co. 0.53% Reduce -2.3% 827,835 $86.6M
Marsico Capital Management LLC 2.23% Add +118.7% 816,894 $85.5M
Stephens Investment Management Group LLC 0.90% Reduce -15.8% 802,838 $84.0M
Deutsche Bank AG 0.02% Add +31.3% 761,876 $79.7M
Primecap Management Co. 0.04% Reduce -7.2% 727,573 $76.2M
Bank of New York Mellon Corp 0.01% Add +41.1% 710,279 $74.3M
140 Summer Partners LP 5.77% Reduce -40.8% 680,162 $71.2M
Bessemer Group Inc. 0.09% Add +2922.2% 617,243 $64.6M
ThornTree Capital Partners LP 8.83% Reduce -8.9% 616,700 $64.5M
Victory Capital Management Inc. 0.04% Add +0.1% 603,262 $63.1M
Lazard Asset Management LLC 0.09% Add +336.0% 596,368 $62.4M
Ninety One UK Ltd 0.14% New 591,808 $61.9M
Clark Capital Management Group, Inc. 0.33% New 578,603 $60.6M
Wells Fargo & Company 0.01% Add +28.8% 577,013 $60.4M
Alliancebernstein L.P. 0.02% Reduce -13.0% 810,133 $59.5M
Royal Bank of Canada 0.01% Add +63.8% 558,577 $58.5M
Corient Private Wealth LP 0.08% New 545,822 $57.1M
Jones Financial Companies LLLP 0.02% Add +320.2% 544,854 $56.3M
Bank of Nova Scotia 0.09% Add +22.8% 536,312 $56.1M
Ameriprise Financial Inc. 0.01% Add +3.7% 523,598 $54.8M
Natixis Advisors, LLC 0.06% Add +351.5% 516,993 $54.1M
Junto Capital Management LP 0.99% New 509,380 $53.3M
Envestnet Asset Management Inc. 0.01% Add +172.4% 498,629 $52.2M
BNP Paribas Financial Markets 0.03% Reduce -18.8% 491,941 $51.5M
Amundi 0.01% Reduce -28.3% 488,784 $51.2M
FIL Ltd 0.04% Add +70.1% 475,159 $49.7M
Millennium Management 0.03% Add +131.1% 454,453 $47.6M
TD Asset Management Inc 0.04% Reduce -50.8% 411,996 $43.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -29.4% 411,070 $43.0M
ING Groep NV 0.21% Add +13.4% 410,200 $42.9M
Neuberger Berman Group LLC 0.03% Add +1.0% 405,707 $42.5M
Vanguard Portfolio Management LLC 0.00% Reduce -1.4% 398,878 $41.8M
Nuveen, LLC 0.01% Add +9.3% 392,409 $41.1M
Teacher Retirement System of Texas 0.11% No change 379,119 $39.7M
Northern Trust Corp. 0.00% Add +2.2% 354,238 $37.1M
SG Americas Securities, LLC 0.02% Reduce -23.4% 345,667 $36.2M
Mariner, LLC 0.04% Add +34.5% 345,300 $36.1M
Sei Investments Co. 0.03% Reduce -24.2% 344,947 $36.1M
Gotham Asset Management 0.08% Add +3.9% 338,758 $35.5M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +1869.4% 334,800 $35.0M
Brown Advisory Inc. 0.05% New 323,811 $33.9M
Ieq Capital, LLC 0.15% Add +4.8% 309,278 $32.4M
Dimensional Fund Advisors LP 0.01% Add +315.5% 294,273 $30.8M
California Public Employees Retirement System 0.02% Add +0.2% 289,897 $30.3M
Russell Investments Group, Ltd. 0.03% Reduce -40.5% 283,307 $29.7M
Stifel Financial Corp. 0.02% Add +2.5% 282,912 $29.6M
Focus Partners Wealth 0.03% Reduce -9.2% 278,339 $29.1M
Woodline Partners LP 0.09% New 262,539 $27.5M
Mane Global Capital Management LP 2.27% Add +6610.9% 262,530 $27.5M
Calamos Advisors LLC 0.13% Add +0.4% 240,253 $25.1M
Shellback Capital, LP 2.20% Reduce -36.0% 240,000 $25.1M
LPL Financial LLC 0.01% Add +5.8% 235,759 $24.7M
Hodges Capital Management Inc. 1.62% Add +12.6% 234,231 $24.5M
Driehaus Capital Management LLC 0.14% Reduce -22.6% 227,007 $23.8M
Janney Montgomery Scott LLC 0.04% Add +388.9% 219,501 $23.0M
Parnassus Investments, LLC 0.06% Add +982.5% 218,984 $22.9M
Mackenzie Financial Corp. 0.02% Add +752.8% 218,073 $22.8M
Crestwood Capital Management, L.P. 14.21% Reduce -33.5% 207,226 $21.7M
Renaissance Technologies 0.03% Reduce -73.4% 201,753 $21.1M
Burkehill Global Management, LP 0.79% Reduce -38.5% 200,000 $20.9M
Fred Alger Management, LLC 0.07% Add +76.7% 197,181 $20.6M
Frontier Capital Management Co. LLC 0.19% New 196,715 $20.6M
Cerity Partners LLC 0.02% Add +46.2% 187,580 $19.6M
Charles Schwab Investment Management Inc. 0.00% Add +5.7% 187,097 $19.6M
Rhumbline Advisers 0.01% Reduce -7.4% 171,348 $17.9M
Mediolanum International Funds Ltd 0.15% New 167,042 $17.5M
Nicholas Company, Inc. 0.31% Reduce -5.7% 164,105 $17.2M
GCM Grosvenor Holdings, LLC 0.72% No change 158,427 $16.6M
LMR Partners LLP 0.15% Reduce -5.6% 156,088 $16.3M
Vanguard Capital Management LLC 0.00% Add +11.8% 154,580 $16.2M
Los Angeles Capital Management LLC 0.06% Add +2703.3% 147,902 $15.5M
Jacobs Levy Equity Management, Inc. 0.06% Reduce -75.2% 146,214 $15.3M
Voleon Capital Management LP 0.27% Add +100.8% 142,739 $14.9M
FACT Capital, LP 8.33% Reduce -1.1% 141,579 $14.8M
Westend Capital Management, LLC 3.38% Reduce -0.2% 141,040 $14.8M
First Trust Advisors LP 0.01% Reduce -15.1% 136,632 $14.3M
WCM Investment Management, LLC 0.03% Add +155.1% 136,137 $14.3M
Creative Planning 0.01% Add +45.7% 131,419 $13.8M
Picton Mahoney Asset Management 0.12% Reduce -10.1% 126,949 $13.3M
Mercer Global Advisors Inc. 0.02% Add +51.4% 126,679 $13.3M
Hood River Capital Management LLC 0.09% Add +7.5% 121,258 $12.7M
GAM Holding AG 0.95% Reduce -3.0% 118,711 $12.4M
D. E. Shaw & Co. 0.01% Reduce -69.8% 117,794 $12.3M
Osaic Holdings, Inc. 0.01% Add +18.6% 110,968 $11.6M
Rwa Wealth Partners, LLC 0.11% Add +18.3% 105,095 $11.0M
Alberta Investment Management Corp 0.07% New 104,000 $10.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +33.5% 121,152 $10.7M
Eastern Bank 0.16% New 100,631 $10.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -73.3% 100,081 $10.5M
Macquarie Group Ltd. 0.05% New 100,000 $10.5M
Alyeska Investment Group, L.P. 0.03% New 98,863 $10.3M
New York State Common Retirement Fund 0.01% Add +0.5% 95,400 $10.0M
Pinnbrook Capital Management LP 1.66% Add +533.3% 95,300 $10.0M
Colonial Trust Advisors 0.66% Reduce -1.6% 90,599 $9.5M
Renaissance Capital LLC 5.22% Add +13.3% 90,336 $9.5M
Hudson Bay Capital Management LP 0.05% Add +2332.6% 88,693 $9.3M
Citigroup Inc. 0.00% Reduce -35.2% 86,570 $9.1M
USS Investment Management Ltd 0.03% New 83,489 $8.7M
Bank of Montreal 0.00% New 80,623 $8.4M
Captrust Financial Advisors 0.01% Add +13.7% 79,760 $8.3M
Pittenger & Anderson Inc. 0.29% Add +195.4% 78,099 $8.2M
Treasurer of the State of North Carolina 0.02% Add +1.1% 75,436 $7.9M
Parallel Advisors, LLC 0.12% Add +0.1% 74,739 $7.8M
WINTON GROUP Ltd 0.24% New 71,985 $7.5M
State Board of Administration of Florida Retirement System 0.01% Add +6.9% 71,628 $7.5M
Arrowstreet Capital, Limited Partnership 0.00% Add +272.5% 70,685 $7.4M
NWK Group, Inc. 2.21% Add +0.5% 68,335 $7.2M
Voya Investment Management LLC 0.01% Add +22.8% 67,246 $7.0M
Walter Public Investments Inc. 1.64% New 65,288 $6.8M
Fruth Investment Management 1.60% Reduce -1.1% 64,284 $6.7M
Kornitzer Capital Management Inc. 0.14% Reduce -21.8% 62,800 $6.6M
Maven Securities LTD 0.46% New 62,218 $6.5M
HSBC Holdings PLC 0.00% Reduce -10.7% 60,868 $6.4M
Principal Financial Group Inc. 0.00% Add +8.3% 59,050 $6.2M
Knights of Columbus Asset Advisors LLC 0.30% Add +2.9% 57,533 $6.0M
Cetera Investment Advisers 0.01% Add +187.3% 56,541 $5.9M
Merit Financial Group, LLC 0.04% Add +7.9% 55,399 $5.8M
Engineers Gate Manager LP 0.08% Reduce -33.8% 55,379 $5.8M
Barclays PLC 0.00% Reduce -59.2% 53,843 $5.6M
Calamos Wealth Management LLC 0.17% Add +11.4% 52,419 $5.5M
Silvant Capital Management LLC 0.16% New 51,214 $5.4M
Jain Global LLC 0.07% New 51,200 $5.4M
Quest Investment Management LLC 0.62% Add +6.0% 51,033 $5.3M
Public Employees Retirement System of Ohio 0.02% Reduce -0.5% 50,485 $5.3M
Bridgewater Associates 0.02% Reduce -52.1% 50,400 $5.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +25.1% 49,712 $5.2M
Segall Bryant & Hamill, LLC 0.06% New 49,433 $5.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.7% 48,984 $5.1M
Old Second National Bank of Aurora 0.96% Reduce -5.7% 48,856 $5.1M
Southeast Asset Advisors, LLC 0.52% Reduce -27.5% 48,448 $5.1M
Advisors Asset Management, Inc. 0.07% Add +103.4% 46,730 $4.9M
Quantinno Capital Management LP 0.01% Add +30.5% 46,674 $4.9M
Aubrey Capital Management Ltd 2.97% Reduce -12.4% 45,300 $4.7M
Colonial Trust Co / SC 0.60% Reduce -3.0% 44,915 $4.7M
Advocacy Wealth Management, LLC 0.17% New 44,778 $4.7M
HighTower Advisors, LLC 0.00% Add +1.9% 44,717 $4.7M
Credit Agricole S A 0.01% Add +126.7% 43,947 $4.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +13.1% 43,782 $4.6M
Vanguard Fiduciary Trust Co. 0.00% Reduce -5.5% 43,275 $4.5M
Handelsbanken Fonder AB 0.01% Add +5.3% 41,900 $4.4M
Nomura Asset Management Co. Ltd. 0.01% Add +47.3% 41,720 $4.4M
Alcosta Capital Management, Inc. 2.95% Reduce -5.7% 41,664 $4.4M
Ameritas Investment Partners, Inc. 0.11% Reduce -0.4% 41,018 $4.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +16.6% 40,821 $4.3M
&partners 0.02% Add +13.1% 39,953 $4.2M
Diversify Advisory Services, LLC 0.07% New 39,431 $4.1M
Diversify Wealth Management, LLC 0.07% Reduce -21.3% 39,431 $4.1M
Panagora Asset Management Inc. 0.01% Reduce -82.6% 38,832 $4.1M
Howe & Rusling Inc. 0.23% Add +4.7% 38,504 $4.0M
Capstone Investment Advisors, LLC 0.04% New 37,500 $3.9M
MML Investors Services, LLC 0.01% Add +194.6% 37,434 $3.9M
US Bancorp \de 0.00% Add +43.1% 34,024 $3.6M
Oppenheimer Asset Management Inc. 0.04% Add +16.9% 33,929 $3.6M
Numerai GP LLC 0.29% Reduce -13.9% 33,624 $3.5M
Dakota Wealth Management 0.07% Add +12.3% 33,131 $3.5M
ExodusPoint Capital Management, LP 0.03% Add +334.4% 32,557 $3.4M
Odyssean, LLC 0.55% Add +55.3% 32,226 $3.4M
Cresset Asset Management, LLC 0.01% New 32,051 $3.4M
Rockefeller Capital Management L.P. 0.01% Add +4.8% 30,855 $3.2M
Orser Capital Management, LLC 1.52% New 29,241 $3.1M
Tidal Investments LLC 0.01% Add +223.0% 29,166 $3.1M
Xponance LLC 0.02% Reduce -2.2% 28,868 $3.0M
Morse Asset Management, Inc 0.50% Add +17.3% 28,515 $3.0M
Lighthouse Investment Partners, LLC 0.09% Add +122.4% 28,354 $3.0M
Tabor Asset Management, LP 0.91% Reduce -69.9% 28,330 $3.0M
Abn Amro Investment Solutions 0.03% Reduce -0.8% 28,187 $3.0M
Cibc World Market Inc. 0.00% Reduce -1.3% 28,029 $2.9M
Brighton Jones LLC 0.05% Add +15.8% 27,924 $2.9M
IMC-Chicago, LLC 0.03% Reduce -36.6% 27,111 $2.8M
Harvest Portfolios Group Inc. 0.04% Reduce -5.5% 26,607 $2.8M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -1.6% 26,546 $2.8M
Integrated Wealth Concepts LLC 0.02% Add +14.9% 26,511 $2.8M
Compass Capital Management, Inc. 0.17% New 26,262 $2.7M
Radnor Capital Management, LLC 0.38% Reduce -10.3% 26,130 $2.7M
Algert Global LLC 0.03% Reduce -46.2% 26,026 $2.7M
Money Concepts Capital Corp. 0.13% Add +1.3% 25,863 $2.7M
Bleakley Financial Group, LLC 0.03% New 25,745 $2.7M
Legal & General Group Plc 0.00% Add +8.7% 25,341 $2.7M
Baird Financial Group, Inc. 0.00% Add +25.0% 24,886 $2.6M
Park Avenue Securities LLC 0.02% Add +204.0% 24,769 $2.6M
Rothschild Investment LLC 0.10% Add +233.7% 24,686 $2.6M
Nvwm, LLC 0.50% Add +145.1% 23,882 $2.5M
First Dallas Securities Inc. 0.83% Add +91.6% 23,850 $2.5M
Sivia Capital Partners, LLC 0.30% Add +53.5% 23,671 $2.5M
Lisanti Capital Growth, LLC 0.54% No change 23,490 $2.5M
Mutual of America Capital Management LLC 0.02% Add +23.0% 23,413 $2.5M
Truist Financial Corp. 0.00% Add +347.1% 23,332 $2.4M
TD Waterhouse Canada Inc. 0.01% Add +2876.1% 23,809 $2.4M
Focus Partners Advisor Solutions, LLC 0.02% Add +3.2% 22,264 $2.3M
Mitchell Capital Management Co. 0.35% Add +4.4% 21,726 $2.3M
Scott & Selber, Inc. 0.47% Reduce -0.0% 21,287 $2.2M
Chicago Partners Investment Group LLC 0.04% Add +57.7% 21,427 $2.1M
Baldwin Investment Management, LLC 0.20% Reduce -7.6% 20,250 $2.1M
Orvieto Partners, L.P. 1.59% No change 20,000 $2.1M
Landscape Capital Management, L.L.C. 0.13% New 19,454 $2.0M
Sanctuary Advisors, LLC 0.01% Add +48.0% 19,320 $2.0M
EFG International AG 0.04% New 19,072 $2.0M
River Street Advisors LLC 0.59% Reduce -1.2% 19,030 $2.0M
U S Global Investors Inc. 0.19% Add +53.5% 18,935 $2.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +82.2% 18,933 $2.0M
Arax Advisory Partners 0.01% Add +620.9% 18,455 $1.9M
Sirios Capital Management L P 0.23% New 17,912 $1.9M
Pathstone Holdings, LLC 0.01% Reduce -18.1% 17,784 $1.9M
MAI Capital Management 0.01% Add +112.6% 17,531 $1.8M
Jane Street Group, LLC 0.00% Add +46.5% 17,399 $1.8M
Braeburn Wealth Management LLC 0.78% Add +248.4% 17,310 $1.8M
Blue Chip Partners, LLC 0.11% Add +6.8% 16,873 $1.8M
Principal Securities, Inc. 0.02% New 16,809 $1.8M
Bull Harbor Capital LLC 0.34% Add +30.4% 16,759 $1.8M
Scholtz & Company, LLC 0.87% New 16,660 $1.7M
Raab & Moskowitz Asset Management LLC 0.34% Add +2.5% 16,312 $1.7M
Oppenheimer & Co. Inc. 0.02% Add +111.5% 16,279 $1.7M
Keybank National Association 0.01% Add +5.5% 16,140 $1.7M
Krilogy Financial LLC 0.05% Add +34.9% 15,913 $1.7M
Prosperity Financial Group, Inc. 0.52% Reduce -0.8% 15,905 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% New 15,706 $1.6M
HB Wealth Management, LLC 0.01% Add +41.1% 15,409 $1.6M
Centaurus Financial, Inc. 0.06% Add +4.6% 15,092 $1.6M
Harbour Capital Advisors, LLC 0.28% Reduce -1.1% 15,595 $1.5M
XTX Topco Ltd 0.02% Reduce -49.4% 14,333 $1.5M
Waddell & Associates, LLC 0.07% Add +12.8% 14,288 $1.5M
Amalgamated Bank 0.01% Add +0.3% 14,029 $1.5M
Lanark Financial, Inc. 0.10% No change 13,843 $1.4M
PVG Asset Management Corp. 0.83% No change 13,715 $1.4M
Federation des caisses Desjardins du Quebec 0.00% Add +6.2% 13,581 $1.4M
Kestra Advisory Services, LLC 0.00% Add +4.9% 13,484 $1.4M
Fortis Capital Advisors, LLC 0.16% New 13,420 $1.4M
Belpointe Asset Management LLC 0.05% New 13,420 $1.4M
CIBC Asset Management Inc 0.00% Add +40.9% 13,322 $1.4M
FORA Capital, LLC 0.10% New 13,235 $1.4M
Hilltop Holdings Inc. 0.11% Reduce -0.9% 12,894 $1.3M
Advisory Services Network, LLC 0.02% Add +1.6% 12,858 $1.3M
PKO Investment Management Joint-Stock Co 0.10% No change 12,500 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +9.3% 12,453 $1.3M
Curi Capital, LLC 0.02% Add +0.1% 12,387 $1.3M
L2 Asset Management, LLC 0.13% Add +117.5% 12,243 $1.3M
Kestra Private Wealth Services, LLC 0.01% Reduce -13.9% 12,240 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Add +22.8% 12,638 $1.3M
Central Pacific Bank - Trust Division 0.13% Add +13.9% 12,175 $1.3M
Williamson Legacy Group, LLC 0.63% New 12,040 $1.3M
Jefferies Financial Group Inc. 0.01% Reduce -8.3% 12,036 $1.3M
Evolutionary Tree Capital Management, LLC 2.37% Reduce -55.6% 12,007 $1.3M
Fi3 FINANCIAL ADVISORS, LLC 0.30% New 3,729 $1.2M
Carnegie Investment Counsel 0.02% Reduce -64.9% 11,860 $1.2M
Commerce Bank 0.01% Reduce -9.8% 11,822 $1.2M
World Investment Advisors 0.02% Reduce -16.3% 12,793 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -15.1% 11,740 $1.2M
TD Private Client Wealth LLC 0.02% Add +4197.4% 11,689 $1.2M
Allworth Financial LP 0.01% Add +37.3% 11,487 $1.2M
Pallas Capital Advisors LLC 0.04% Add +23.3% 11,199 $1.2M
M&T Bank Corp 0.00% Add +147.0% 11,151 $1.2M
Dark Forest Capital Management LP 0.08% Add +9.0% 11,135 $1.2M
Dougherty & Associates, LLC 0.93% Add +11.6% 11,066 $1.2M
Kentucky Retirement Systems 0.03% New 11,003 $1.2M
Longaeva Partners L.P. 0.03% New 10,994 $1.2M
Spire Wealth Management 0.03% Reduce -20.0% 10,811 $1.1M
Waverly Advisors, LLC 0.01% Add +46.1% 10,782 $1.1M
NewEdge Advisors, LLC 0.00% Add +61.6% 10,675 $1.1M
Lido Advisors, LLC 0.00% New 10,538 $1.1M
Chapman Financial Group, LLC 0.71% Reduce -0.5% 10,235 $1.1M
Walleye Capital LLC 0.01% Reduce -89.2% 10,231 $1.1M
Hohimer Wealth Management, LLC 0.11% Add +2.4% 9,874 $1.0M
MetLife Investment Management, LLC 0.00% Reduce -8.2% 9,845 $1.0M
Maryland State Retirement & Pension System 0.02% Add +10.4% 9,591 $1.0M
Alps Advisors Inc. 0.00% Add +32.2% 9,582 $1.0M
Citizens Financial Group Inc. 0.01% Add +134.4% 9,396 $983K
Entropy Technologies, LP 0.04% Reduce -21.1% 9,394 $983K
Aurora Investment Counsel 0.50% Reduce -44.4% 9,375 $981K
Atria Investments, Inc 0.01% Add +14.9% 9,295 $973K
Utah Retirement Systems 0.01% No change 9,244 $968K
Mgo One Seven LLC 0.02% New 8,888 $930K
NewEdge Wealth, LLC 0.01% Add +87.0% 8,638 $904K
Regal Partners Ltd 0.05% New 8,482 $888K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -21.7% 8,419 $881K
Intrust Bank NA 0.06% Add +6.9% 8,276 $866K
Chung Wu Investment Group, LLC 0.54% Add +2.6% 7,900 $827K
Empirical Asset Management, LLC 0.18% Reduce -23.1% 7,819 $818K
Cynosure Group, LLC 0.12% Add +32.6% 7,789 $815K
AlphaCore Capital LLC 0.01% Add +86.0% 7,772 $813K
Private Advisory Group LLC 0.04% Add +14.9% 7,729 $809K
Orion Porfolio Solutions, LLC 0.01% Add +0.5% 7,660 $802K
Stonehage Fleming Financial Services Holdings Ltd 0.03% New 7,595 $795K
Level Four Advisory Services, LLC 0.02% Add +120.5% 7,450 $780K
Mission Wealth Management, LP 0.01% New 7,321 $766K
Douglass Winthrop Advisors, LLC 0.01% No change 7,250 $759K
Steward Partners Investment Advisory, LLC 0.00% Add +388.6% 7,197 $753K
Hook Mill Capital Partners, LP 0.07% Reduce -98.6% 7,168 $750K
Leavell Investment Management, Inc. 0.03% No change 7,000 $733K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -30.4% 6,885 $721K
SummitTX Capital, L.P. 0.02% Add +72.8% 6,868 $719K
Norden Group LLC 0.06% Add +0.3% 6,855 $718K
Armistice Capital, LLC 0.02% New 6,836 $716K
Beese Fulmer Investment Management, Inc. 0.04% Add +28.6% 6,770 $709K
Blackstone Inc. 0.00% Reduce -89.8% 6,764 $708K
Baker Avenue Asset Management, LP 0.01% Add +1.6% 6,603 $691K
Atlatl Advisers LLC 0.16% No change 6,590 $690K
Asset Planning,Inc 0.44% Add +6.5% 6,535 $684K
Transcend Capital Advisors, LLC 0.05% Add +44.8% 6,506 $681K
Loomis Sayles & Co. L P 0.00% Reduce -22.6% 6,386 $668K
Susquehanna International Group, LLP 0.00% Reduce -77.6% 6,335 $663K
Simplex Trading, LLC 0.02% Reduce -39.6% 6,285 $658K
Aster Capital Management (DIFC) Ltd 0.14% New 6,170 $646K
Beacon Pointe Advisors, LLC 0.00% Reduce -10.9% 6,129 $642K
Rothschild Wealth LLC 0.05% Add +9.6% 6,074 $636K
Sheets Smith Wealth Management 0.06% Add +0.0% 6,070 $635K
Daymark Wealth Partners, LLC 0.02% Add +4.5% 6,050 $633K
Farther Finance Advisors, LLC 0.00% Add +17.7% 6,033 $632K
VestGen Advisors, LLC 0.02% Add +5.7% 5,949 $623K
Parcion Private Wealth LLC 0.03% Add +30.5% 5,942 $622K
Cascade Investment Group, Inc. 0.34% Reduce -7.7% 5,863 $614K
Legacy Wealth Asset Management, LLC 0.13% Reduce -2.2% 5,767 $604K
Evergreen Capital Management LLC 0.01% No change 5,741 $601K
Apollon Wealth Management, LLC 0.01% New 5,737 $600K
Evolve Private Wealth, LLC 0.04% Add +5.2% 5,681 $595K
Summit Trail Advisors, LLC 0.01% Reduce -39.1% 5,547 $581K
DAVENPORT & Co LLC 0.00% Add +13.2% 5,446 $570K
Patten Group, Inc. 0.09% Add +10.8% 5,419 $567K
Regions Financial Corp. 0.00% New 5,398 $565K
Sequoia Financial Advisors, LLC 0.00% Add +90.6% 5,376 $563K
Caerus Investment Advisors, LLC 0.19% Add +16.4% 5,303 $555K
Emerald Advisers, LLC 0.01% New 5,268 $551K
Pinnacle Associates Ltd. 0.01% Reduce -13.3% 5,259 $550K
BNB Wealth Management, LLC 0.30% No change 5,250 $550K
Brevan Howard Capital Management LP 0.01% Reduce -79.9% 5,243 $549K
Nomura Holdings Inc. 0.00% Reduce -92.1% 5,214 $546K
Disciplined Investors, L.L.C. 0.27% No change 5,200 $544K
North Dakota State Investment Board 0.02% Add +1.7% 5,182 $542K
West Family Investments, Inc. 0.16% New 5,151 $539K
EverSource Wealth Advisors, LLC 0.02% Add +10.2% 5,094 $533K
SBI Securities Co., Ltd. 0.01% Add +3761.2% 4,981 $521K
Portside Wealth Group, LLC 0.06% Reduce -5.2% 4,912 $514K
Affinity Investment Advisors, LLC 0.26% New 4,862 $509K
Knightsbridge Asset Management, LLC 0.07% Add +6.1% 4,787 $501K
QTR Family Wealth, LLC 0.17% Add +19.7% 4,765 $499K
State of Wyoming 0.05% Add +76.0% 4,736 $496K
Riversedge Advisors, LLC 0.06% New 4,671 $489K
IFP Advisors, Inc 0.01% Add +138.1% 4,626 $484K
Penserra Capital Management LLC 0.00% New 4,613 $482K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -0.5% 4,566 $478K
Westover Capital Advisors, LLC 0.08% No change 4,500 $471K
Baron Capital (BAMCO) 0.00% New 4,477 $469K
Gateway Wealth Partners, LLC 0.03% New 4,412 $462K
Jackson Thornton Wealth Management, LLC 0.04% New 4,355 $456K
Elevation Point Wealth Partners, LLC 0.01% Reduce -1.9% 4,333 $454K
Capstone Wealth Management, LLC 0.21% New 4,327 $453K
Man Group plc 0.00% Reduce -91.9% 4,306 $451K
Icon Wealth Advisors, LLC 0.03% Add +2.1% 4,305 $451K
Soltis Investment Advisors LLC 0.03% New 4,292 $449K
HUB Investment Partners, LLC 0.01% New 4,224 $442K
Keystone Investors Pte Ltd. 0.02% — 4,200 $440K
Essential Partners LLC 0.20% Add +62.7% 4,173 $437K
Empowered Funds, LLC 0.00% Reduce -96.2% 4,159 $435K
Stegent Equity Advisors, Inc. 0.31% Reduce -10.1% 4,124 $432K
Pitcairn Wealth Advisors LLC 0.05% New 4,108 $430K
Fox Run Management, L.L.C. 0.07% New 4,079 $427K
HMS Capital Management, LLC 0.16% Reduce -3.5% 4,066 $426K
Corps Capital Advisors, LLC 0.34% No change 4,060 $425K
Thompson Davis & Co., Inc. 0.25% No change 3,975 $416K
Gateway Investment Advisers LLC 0.00% New 3,894 $408K
STRS Ohio 0.00% Reduce -6.6% 3,894 $408K
Vanguard Global Advisers, LLC 0.00% Reduce -2.5% 3,824 $400K
Mainsail Asset Management, LLC 0.16% New 4,114 $399K
Stephens Inc. 0.00% Reduce -8.7% 3,804 $398K
Prudential Financial Inc. 0.00% Reduce -10.9% 3,780 $396K
Machina Capital S.A.S. 0.06% Reduce -12.6% 3,757 $393K
MBL Wealth, LLC 0.03% Add +14.5% 3,721 $389K
Csenge Advisory Group 0.02% New 3,692 $386K
Tradewinds, LLC. 0.08% New 12,560 $375K
Astoria Portfolio Advisors LLC. 0.06% New 3,551 $372K
Accuvest Global Advisors 0.30% New 3,373 $353K
Tritonpoint Wealth, LLC 0.03% New 3,341 $350K
Essex Financial Services, Inc. 0.02% New 3,322 $348K
TritonPoint Partners, LLC 0.03% New 3,303 $346K
Souders Financial Advisors 0.03% Add +8.3% 3,295 $345K
Prudential PLC 0.00% New 3,293 $345K
Flagship Harbor Advisors, LLC 0.01% No change 3,246 $340K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -45.3% 3,241 $339K
Ossiam 0.00% Add +97.3% 3,207 $336K
Proficio Capital Partners LLC 0.01% New 3,199 $335K
Prelude Capital Management, LLC 0.02% Reduce -22.1% 3,175 $332K
Marex Group Ltd 0.00% New 3,157 $330K
Wealth Management Associates, Inc. 0.09% Add +1.9% 3,145 $329K
Glenmede Trust Co. NA 0.00% Reduce -3.5% 3,121 $327K
HM Payson & Co. 0.00% New 3,101 $325K
Vise Technologies, Inc. 0.00% New 3,053 $320K
LifeGoal Investments, LLC 0.14% New 3,019 $316K
Massar Capital Management, LP 0.11% Reduce -51.4% 3,014 $315K
Fiduciary Alliance LLC 0.02% New 3,000 $314K
Kera Capital Partners, Inc. 0.03% New 2,913 $305K
Allegiance Financial Group Advisory Services LLC 0.05% New 2,887 $302K
Sowell Financial Services LLC 0.01% New 2,847 $298K
Root Financial Partners, LLC 0.01% Add +71.1% 2,829 $296K
CreativeOne Wealth, LLC 0.01% Add +0.5% 2,821 $295K
Fiduciary Trust Co 0.00% New 2,775 $290K
Americana Partners, LLC 0.01% New 2,729 $286K
Group One Trading LLC 0.01% Add +0.1% 2,704 $283K
Global Retirement Partners, LLC 0.00% — 2,704 $283K
Frec Markets, Inc. 0.03% New 2,694 $282K
CoreCap Advisors, LLC 0.01% Add +132150.0% 2,645 $277K
Ritholtz Wealth Management 0.00% New 2,631 $275K
Inspire Advisors, LLC 0.02% Reduce -43.7% 2,629 $275K
Westpac Banking Corp. 0.02% Add +139.0% 2,617 $274K
Perpetual Ltd 0.00% New 2,617 $274K
Composition Wealth, LLC 0.00% New 2,598 $272K
Mirabella Financial Services LLP 0.03% Reduce -23.0% 2,597 $272K
Brown Brothers Harriman & Co. 0.00% No change 2,592 $271K
Abundance Wealth Counselors 0.02% New 2,590 $271K
1900 Wealth Management LLC 0.01% New 2,572 $269K
Harvest Fund Management Co., Ltd 0.01% New 2,538 $266K
Northwest Wealth Management, LLC 0.03% New 2,530 $265K
Investment Research Partners LLC 0.09% New 2,528 $265K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.80% New 2,511 $263K
California State Teachers Retirement System 0.00% Reduce -73.8% 2,501 $262K
PNC Financial Services Group, Inc. 0.00% Add +33.5% 2,496 $261K
Eurizon Capital SGR S.p.A. 0.00% Reduce -67.1% 2,474 $259K
CENTRAL TRUST Co 0.00% Add +2204.7% 2,466 $258K
Avail Investment Partners, LLC 0.20% New 2,456 $257K
Coastal Bridge Advisors, LLC 0.02% Reduce -12.3% 2,453 $257K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 2,441 $256K
Family Manage LLC 0.03% New 2,372 $248K
Finivi Inc. 0.12% New 2,312 $242K
Simon Quick Advisors, LLC 0.01% New 2,279 $239K
Ethic Inc. 0.00% New 2,242 $235K
SageView Advisory Group, LLC 0.01% New 2,209 $231K
Jump Financial, LLC 0.00% Reduce -90.6% 2,205 $231K
Alessandra Capital Management, LLC 0.16% New 2,150 $225K
Independent Advisor Alliance 0.01% New 2,145 $225K
DV Trading LLC 0.02% New 2,100 $220K
Sagewood Asset Management LP 0.05% New 2,098 $220K
Private Advisor Group, LLC 0.00% New 2,095 $219K
Curated Wealth Partners LLC 0.03% New 2,087 $218K
Golden State Wealth Management, LLC 0.02% No change 2,085 $218K
Yousif Capital Management, LLC 0.00% New 2,083 $218K
Avidian Wealth Enterprises, LLC 0.01% New 2,044 $214K
Drive Wealth Management, LLC 0.04% New 2,041 $214K
Lotus Technology Management, LP 0.26% New 2,024 $212K
Transamerica Financial Advisors, LLC 0.02% Add +6817.2% 2,006 $210K
Genesee Capital Advisors, LLC 0.07% New 2,000 $209K
S.A. Mason LLC 0.06% No change 2,000 $209K
Accredited Investors Inc. 0.01% New 2,000 $209K
IFG Advisory, LLC 0.01% New 1,999 $209K
Voya Financial Advisors, Inc. 0.02% New 1,991 $209K
SYM FINANCIAL Corp 0.02% New 1,973 $207K
DNB Asset Management AS 0.00% New 1,924 $201K
Legacy Financial Advisors, Inc. 0.02% New 1,916 $201K
Orion Capital Management LLC 0.06% No change 1,905 $199K
True Wealth Design, LLC 0.05% Add +63.8% 1,890 $198K
Silver Oak Securities, Incorporated 0.01% New 1,886 $197K
Steph & Co. 0.05% Add +12.5% 1,838 $192K
Northwest & Ethical Investments L.P. 0.00% Reduce -62.2% 1,814 $190K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +437.8% 1,807 $189K
Ogorek Anthony Joseph /NY/ 0.05% No change 1,796 $187K
Concord Wealth Partners 0.02% New 1,749 $183K
Tower Research Capital LLC (TRC) 0.00% Add +155.1% 1,482 $155K
Financial Management Professionals, Inc. 0.01% New 1,444 $151K
Daiwa Securities Group Inc. 0.00% No change 1,388 $145K
Harbour Investments, Inc. 0.00% Add +59.1% 1,368 $143K
Huntington National Bank 0.00% Add +3861.8% 1,347 $141K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +38.5% 1,342 $140K
AdvisorShares Investments LLC 0.02% Add +8.8% 1,293 $135K
Quantbot Technologies LP 0.01% Reduce -67.9% 1,225 $128K
Sterling Capital Management LLC 0.00% Reduce -6.5% 1,169 $122K
UMB Bank, n.a. 0.00% Add +2938.9% 1,094 $115K
Covestor Ltd 0.07% Add +680.4% 1,077 $113K
Clearstead Advisors, LLC 0.00% Reduce -66.1% 1,040 $109K
Havemeyer Place LP 0.01% Reduce -82.4% 1,013 $106K
Summit Securities Group LLC 0.02% New 954 $100K
Park Place Capital Corp 0.02% Add +0.1% 939 $98K
GAMMA Investing LLC 0.00% Add +18.3% 938 $98K
LRI Investments, LLC 0.01% Add +400.0% 810 $85K
SJS Investment Consulting Inc. 0.01% Add +61.5% 738 $77K
Asset Management One Co., Ltd. 0.00% New 696 $73K
Signaturefd, LLC 0.00% Add +61.0% 676 $71K
Costello Asset Management, INC 0.02% Add +17.7% 665 $70K
Richardson Financial Services Inc. 0.04% New 617 $65K
GW&K Investment Management, LLC 0.00% New 517 $54K
Brown, Lisle/Cummings, Inc. 0.01% No change 500 $52K
N.E.W. Advisory Services LLC 0.00% No change 500 $52K
Cornerstone Planning Group LLC 0.01% Add +5.6% 508 $51K
Quent Capital, LLC 0.00% Reduce -9.9% 435 $46K
NFJ Investment Group, LLC 0.00% Reduce -99.3% 419 $44K
Activest Wealth Management 0.01% Add +2.5% 403 $42K
Versant Capital Management, Inc 0.00% Add +2.5% 403 $42K
SHP Wealth Management 0.00% Add +26.5% 387 $40K
Basecamp Wealth Advisors LLC 0.01% Add +9.4% 371 $39K
Wealth Enhancement Trust Services, Inc. 0.00% New 362 $38K
Private Trust Co. NA 0.00% Reduce -31.3% 353 $37K
Cullen/Frost Bankers, Inc. 0.00% Add +2.0% 352 $37K
Farmers & Merchants Investments Inc. 0.00% No change 350 $37K
Salomon & Ludwin, LLC 0.00% No change 359 $37K
Byrne Asset Management LLC 0.02% Reduce -31.5% 348 $36K
Trust Co 0.00% New 345 $36K
Lodestone Wealth Management LLC 0.01% No change 328 $34K
Key Financial Inc 0.01% No change 300 $31K
Ameritas Advisory Services, LLC 0.00% New 300 $31K
Merrithew & Thorsten Inc 0.03% No change 300 $31K
Hager Investment Management Services, LLC 0.01% New 277 $29K
Axiom Investment Management LLC 0.02% New 274 $29K
Rakuten Securities, Inc. 0.01% New 265 $28K
New England Capital Financial Advisors LLC 0.01% No change 257 $27K
National Bank of Canada 0.00% No change 255 $27K
Zions Bancorporation, National Association 0.00% Add +20.5% 241 $25K
Smartleaf Asset Management LLC 0.00% No change 235 $25K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 229 $24K
Northwestern Mutual Wealth Management Co. 0.00% Add +45.1% 222 $23K
Continuum Advisory, LLC 0.00% New 205 $21K
MPWM Advisory Solutions, LLC 0.01% No change 200 $21K
TFC Financial Management, Inc. 0.00% No change 200 $21K
Bartlett & Co. Wealth Management LLC 0.00% No change 200 $21K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 182 $19K
NBH Bank 0.01% — 166 $17K
Nisa Investment Advisors, LLC 0.00% Add +3.5% 150 $16K
Decker Retirement Planning Inc. 0.01% New 146 $15K
Raffa Wealth Management, LLC 0.00% Add +1522.2% 146 $15K
Toth Financial Advisory Corp. 0.00% No change 140 $15K
Acumen Wealth Advisors, LLC 0.00% Add +16.4% 128 $13K
Larson Financial Group LLC 0.00% Add +370.8% 113 $12K
Financial Network Wealth Advisors LLC 0.01% Reduce -17.9% 110 $12K
Pflug Koory, LLC 0.00% No change 106 $11K
Rialto Wealth Management, LLC 0.00% New 105 $11K
Financial Consulate, Inc. 0.00% No change 105 $11K
POM Investment Strategies, LLC 0.01% New 100 $10K
Acima Private Wealth, LLC 0.00% No change 100 $10K
Your Advocates Ltd., LLP 0.00% No change 100 $10K
Vision Retirement, LLC 0.00% No change 100 $10K
Hoey Investments, Inc. 0.00% No change 100 $10K
NFSG Corp 0.00% No change 100 $10K
IMA Advisory Services, Inc. 0.00% New 100 $10K
MCF Advisors LLC 0.00% Reduce -25.4% 100 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Add +265.4% 95 $10K
Highline Wealth Partners LLC 0.00% No change 91 $10K
NBT Bank, N.A. 0.00% No change 75 $8K
Assetmark, Inc. 0.00% Add +15.9% 73 $8K
VSM Wealth Advisory, LLC 0.00% Add +7.7% 70 $7K
JPL Wealth Management, LLC 0.00% No change 68 $7K
Keating Financial Advisory Services, Inc. 0.00% Add +4.6% 68 $7K
Accent Capital Management, LLC 0.00% New 67 $7K
Signature Equity Partners, LLC 0.00% New 65 $7K
Cromwell Holdings LLC 0.00% Add +76.5% 60 $6K
Game Plan Financial Advisors, LLC 0.00% New 60 $6K
Aventura Private Wealth, LLC 0.00% New 59 $6K
Peterson Wealth Management 0.00% New 58 $6K
Meeder Asset Management Inc. 0.00% New 57 $6K
Anchor Investment Management, LLC 0.00% New 50 $5K
Asset Dedication, LLC 0.00% New 50 $5K
Planning Strategies Inc. 0.00% — 49 $5K
Principia Wealth Advisory, LLC 0.00% Add +20.0% 48 $5K
Pier Capital, LLC 0.00% No change 40 $4K
Blue Trust, Inc. 0.00% New 33 $3K
Cape Investment Advisory, Inc. 0.00% New 31 $3K
Elevation Wealth Partners, LLC 0.00% New 29 $3K
Rossby Financial, LCC 0.00% Reduce -86.0% 28 $3K
WealthCollab, LLC 0.00% No change 25 $3K
American Capital Advisory, LLC 0.00% Add +61.5% 21 $2K
FWL Investment Management, LLC 0.00% New 19 $2K
Parkside Financial Bank & Trust 0.00% Add +220.0% 16 $2K
Bellevue Asset Management, LLC 0.00% New 15 $2K
Hughes Financial Services, LLC 0.00% Add +400.0% 15 $2K
Silver Grove Financial Group, Inc. 0.00% New 12 $1K
CVA Family Office, LLC 0.00% No change 12 $1K
First Horizon Corp. 0.00% No change 12 $1K
AdvisorNet Financial, Inc 0.00% Add +22.2% 11 $1K
Washington Trust Advisors, Inc. 0.00% Add +11.1% 10 $1K
Walsh & Associates, LLC 0.00% No change 10 $1K
Davis Capital Management 0.00% Add +100.0% 10 $1K
Owl Creek Wealth Partners LLC 0.00% New 10 $1K
Quaker Wealth Management, LLC 0.00% Reduce -12.5% 7 $733
MV Capital Management, Inc. 0.00% New 7 $733
SouthState Bank Corp 0.00% No change 7 $733
WPG Advisers, LLC 0.00% New 6 $628
Plante Moran Financial Advisors, LLC 0.00% New 6 $628
Medallion Wealth Advisors, LLC 0.00% New 4 $419
Manchester Capital Management LLC 0.00% Reduce -33.3% 2 $210
Highland Investment Advisors LLC 0.00% — 1 $105

"% of holder's portfolio" is VIK's weight in each manager's 13F, not the share of Viking Holdings Ltd. the manager owns.