BlockXYZ
13F holders, Q1 2024 (March 31)1,069holders
16famous investors
$84.42avg. 13F price*
At the end of Q1 2024, 1,069 institutions reported holding Block Inc. (XYZ) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock Inc. ($2.5B) and FMR LLC ($2.5B). 16 famous investors held it, including Michael Burry (7.4% of Scion Asset Management's portfolio), Cathie Wood (5.9% of ARK Investment Management's portfolio) and Stephen Mandel (4.5% of Lone Pine Capital's portfolio).
- Company
- Block Inc.
- Sector
- Technology
- CUSIP
- 852234103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 144 | $551.2M |
| Exits | 105 | $412.2M |
Ownership 1,069 holders
| Vanguard Group Inc. | 0.06% | Add +0.9% | 36,511,250 | $3.1B |
| BlackRock Inc. | 0.06% | Reduce -14.5% | 29,646,740 | $2.5B |
| FMR LLC | 0.17% | Add +32.5% | 29,344,059 | $2.5B |
| Morgan Stanley | 0.12% | Reduce -4.8% | 17,258,190 | $1.5B |
| Capital World Investors | 0.18% | Add +4.7% | 13,096,614 | $1.1B |
| Sands Capital Management, LLC | 2.83% | Reduce -13.1% | 11,947,814 | $1.0B |
| State Street Corp. | 0.04% | Add +2.1% | 11,765,963 | $995.2M |
| ARK Investment Management | 5.89% | Reduce -15.4% | 10,054,329 | $850.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.57% | Reduce -6.0% | 9,756,991 | $825.2M |
| Wellington Management Group LLP | 0.13% | Reduce -0.1% | 8,558,211 | $723.9M |
| Amova Asset Management Americas, Inc. | 7.02% | Reduce -7.0% | 8,358,071 | $706.9M |
| Geode Capital Management, LLC | 0.07% | Add +4.3% | 8,324,132 | $702.7M |
| JPMorgan Chase & Co. | 0.06% | Add +34.9% | 8,256,659 | $698.3M |
| Loomis Sayles & Co. L P | 0.96% | Reduce -0.9% | 8,005,685 | $677.1M |
| Norges Bank | 0.10% | Add +10.6% | 7,566,247 | $640.0M |
| Baillie Gifford & Co. | 0.46% | Add +16.6% | 6,921,254 | $585.4M |
| Lone Pine Capital | 4.50% | Add +2.0% | 6,735,935 | $569.7M |
| Bank of New York Mellon Corp | 0.08% | Add +0.1% | 4,690,658 | $396.7M |
| Ameriprise Financial Inc. | 0.10% | Reduce -1.4% | 4,284,994 | $362.4M |
| Bank of America Corp. | 0.03% | Add +11.9% | 4,003,695 | $338.6M |
| Bares Capital Management, Inc. | 13.38% | Reduce -11.2% | 3,985,479 | $337.1M |
| Dragoneer Investment Group, LLC | 6.64% | Reduce -45.3% | 3,389,097 | $286.6M |
| American Century Companies Inc. | 0.18% | Add +34.0% | 3,385,306 | $286.3M |
| Nuveen Asset Management, LLC | 0.08% | Add +0.7% | 3,309,513 | $279.9M |
| HMI Capital Management, L.P. | 9.24% | No change | 2,969,816 | $251.2M |
| Northern Trust Corp. | 0.04% | Reduce -2.7% | 2,924,045 | $247.3M |
| Legal & General Group Plc | 0.07% | Add +1.5% | 2,859,041 | $241.8M |
| Jane Street Group, LLC | 0.31% | Add +11.3% | 2,817,615 | $238.3M |
| Citadel Advisors | 0.22% | Reduce -27.7% | 2,609,350 | $220.7M |
| Two Sigma Advisers, LP | 0.46% | Reduce -23.8% | 2,344,807 | $198.3M |
| Franklin Resources Inc. | 0.06% | Add +1.1% | 2,326,424 | $196.8M |
| Voya Investment Management LLC | 0.22% | Add +241.1% | 2,291,548 | $193.8M |
| Coatue Management | 0.76% | Add +327.1% | 2,290,763 | $193.8M |
| Amundi | 0.08% | Add +17.1% | 2,671,385 | $192.5M |
| Hyperion Asset Management Ltd | 8.00% | Reduce -1.8% | 2,249,049 | $190.2M |
| BNP Paribas Financial Markets | 0.23% | Reduce -14.2% | 2,132,446 | $180.4M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -5.2% | 2,054,773 | $173.8M |
| Trivest Advisors Ltd | 5.85% | Reduce -3.0% | 1,970,000 | $166.6M |
| Egerton Capital (UK) LLP | 1.55% | New | 1,900,407 | $160.7M |
| UBS Group AG | 0.05% | Add +128.0% | 1,881,832 | $159.2M |
| Silicon Valley Community Foundation | 5.83% | No change | 1,879,435 | $159.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +6.2% | 1,831,289 | $154.9M |
| Two Sigma Investments, LP | 0.39% | Reduce -41.1% | 1,822,800 | $154.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +1.0% | 1,784,327 | $150.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.40% | Reduce -0.7% | 1,762,015 | $149.0M |
| Clearbridge Investments, LLC | 0.12% | Reduce -7.4% | 1,754,138 | $148.4M |
| Swiss National Bank | 0.10% | Reduce -3.5% | 1,657,786 | $140.2M |
| Alkeon Capital Management LLC | 0.69% | Reduce -2.3% | 1,485,000 | $125.6M |
| Atreides Management | 3.61% | Add +71.3% | 1,421,798 | $120.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.50% | Add +3.8% | 1,363,551 | $115.3M |
| Contour Asset Management LLC | 3.99% | New | 1,207,670 | $102.1M |
| Gladstone Capital Management LLP | 9.71% | Reduce -32.0% | 1,160,081 | $98.1M |
| D1 Capital Partners | 1.33% | Add +9.9% | 1,036,342 | $87.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -11.3% | 1,026,221 | $86.8M |
| a16z Capital Management, L.L.C. | 6.22% | No change | 1,016,697 | $86.0M |
| Deutsche Bank AG | 0.04% | Reduce -6.3% | 964,772 | $81.6M |
| Walleye Trading LLC | 1.32% | Reduce -43.3% | 948,681 | $80.2M |
| Parnassus Investments, LLC | 0.17% | Add +12.8% | 940,723 | $79.6M |
| Carmignac Gestion | 1.24% | Add +35.1% | 923,225 | $78.1M |
| Bessemer Group Inc. | 0.14% | Reduce -10.3% | 921,419 | $77.9M |
| Ribbit Management Company, LLC | 5.60% | No change | 913,500 | $77.3M |
| National Pension Service | 0.09% | Reduce -0.4% | 910,694 | $77.0M |
| Scge Management, L.P. | 1.46% | No change | 910,500 | $77.0M |
| Sumitomo Mitsui Financial Group, Inc. | 2.38% | No change | 907,930 | $76.8M |
| Contrarius Investment Management Ltd | 4.29% | Add +792.5% | 878,376 | $74.3M |
| California State Teachers Retirement System | 0.09% | Add +0.8% | 852,286 | $72.1M |
| Royal Bank of Canada | 0.02% | Add +25.0% | 843,320 | $71.3M |
| Wells Fargo & Company | 0.02% | Add +25.2% | 837,908 | $70.9M |
| Susquehanna International Group, LLP | 0.10% | Add +12.8% | 805,441 | $68.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.15% | Add +16.0% | 775,835 | $65.5M |
| California Public Employees Retirement System | 0.05% | Reduce -21.2% | 758,520 | $64.2M |
| Voloridge Investment Management, LLC | 0.23% | Reduce -70.6% | 744,622 | $63.0M |
| Barclays PLC | 0.03% | Reduce -29.6% | 707,833 | $59.9M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -16.9% | 697,523 | $59.0M |
| Rhumbline Advisers | 0.05% | Add +1.0% | 674,294 | $57.0M |
| Credit Suisse AG/ | 0.05% | Reduce -11.2% | 666,006 | $56.3M |
| Invesco Ltd. | 0.01% | Reduce -4.6% | 661,524 | $56.0M |
| Cresset Asset Management, LLC | 0.26% | Add +0.4% | 642,723 | $54.4M |
| Millennium Management | 0.05% | Reduce -49.6% | 626,558 | $53.0M |
| Robeco Institutional Asset Management B.V. | 0.11% | Add +42.0% | 621,201 | $52.5M |
| First Trust Advisors LP | 0.05% | Add +130.0% | 597,248 | $50.5M |
| Think Investments LP | 10.73% | No change | 568,900 | $48.1M |
| Bank of Montreal | 0.01% | Add +122.9% | 563,685 | $47.3M |
| SC US (ttgp), LTD. | 0.35% | No change | 556,373 | $47.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Add +42.3% | 679,363 | $46.8M |
| Gilder Gagnon Howe & Co. LLC | 0.58% | Reduce -0.1% | 550,883 | $46.6M |
| Frontier Capital Management Co. LLC | 0.43% | Add +370.1% | 545,350 | $46.1M |
| D. E. Shaw & Co. | 0.06% | Reduce -53.9% | 541,654 | $45.8M |
| DekaBank Deutsche Girozentrale | 0.08% | Add +303.4% | 541,589 | $45.3M |
| Natixis Advisors, LLC | 0.10% | Add +4.3% | 510,377 | $43.2M |
| Par Capital Management Inc. | 1.32% | No change | 500,000 | $42.3M |
| Mane Global Capital Management LP | 3.52% | Add +67.1% | 490,300 | $41.5M |
| LPL Financial LLC | 0.02% | Add +9.6% | 478,394 | $40.5M |
| Alta Park Capital, LP | 4.38% | New | 477,529 | $40.4M |
| Raymond James & Associates | 0.03% | Add +12.0% | 470,618 | $39.8M |
| State Board of Administration of Florida Retirement System | 0.09% | Reduce -3.6% | 577,768 | $39.7M |
| Senator Investment Group LP | 1.76% | Add +1.7% | 457,730 | $38.7M |
| Prudential Financial Inc. | 0.05% | Reduce -53.7% | 457,068 | $38.7M |
| Schonfeld Strategic Advisors LLC | 0.29% | Add +238.8% | 438,108 | $37.1M |
| Alphinity Investment Management Pty Ltd | 0.32% | New | 434,399 | $36.6M |
| Baron Capital (BAMCO) | 0.10% | Add +0.7% | 430,091 | $36.4M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -8.7% | 424,235 | $35.9M |
| New York State Common Retirement Fund | 0.05% | Reduce -10.1% | 423,938 | $35.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.84% | New | 420,698 | $35.6M |
| Capital Fund Management S.A. | 0.41% | Add +79.5% | 401,160 | $33.9M |
| Schroder Investment Management Group | 0.04% | Add +46.1% | 392,542 | $33.2M |
| Storebrand Asset Management As | 0.11% | Add +19.8% | 372,762 | $31.5M |
| Quadrature Capital Ltd | 0.53% | Reduce -59.4% | 366,535 | $31.0M |
| Railway Pension Investments Ltd | 0.29% | No change | 354,123 | $30.0M |
| HSBC Holdings PLC | 0.02% | Add +7.3% | 352,610 | $29.8M |
| Erste Asset Management GmbH | 0.41% | Add +20.4% | 354,360 | $29.8M |
| Assenagon Asset Management S.A. | 0.08% | Add +142.1% | 347,709 | $29.4M |
| Susquehanna Portfolio Strategies, LLC | 0.68% | No change | 346,286 | $29.3M |
| Public Employees Retirement Association of Colorado | 0.12% | Reduce -0.9% | 340,041 | $28.8M |
| Citigroup Inc. | 0.03% | Reduce -18.7% | 338,740 | $28.7M |
| Russell Investments Group, Ltd. | 0.04% | Add +3.3% | 334,210 | $28.2M |
| Korea Investment CORP | 0.07% | Add +9.3% | 324,255 | $27.4M |
| State of Wisconsin Investment Board | 0.07% | Add +8.2% | 320,258 | $27.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.06% | Reduce -1.2% | 319,973 | $27.1M |
| Neuberger Berman Group LLC | 0.02% | Add +888.4% | 317,643 | $26.9M |
| State of New Jersey Common Pension Fund D | 0.08% | Add +0.8% | 315,804 | $26.7M |
| Osaic Holdings, Inc. | 0.06% | Add +42.3% | 309,061 | $26.1M |
| Steadview Capital Management LLC | 7.60% | Reduce -12.7% | 304,026 | $25.7M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +2333.6% | 303,201 | $25.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +19.2% | 301,857 | $25.5M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +2.9% | 301,289 | $25.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.8% | 298,622 | $25.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.12% | Add +1.6% | 286,479 | $24.2M |
| Tidal Investments LLC | 0.41% | Reduce -30.7% | 282,809 | $23.9M |
| Vestmark Advisory Solutions, Inc. | 1.01% | Add +22.4% | 278,423 | $23.5M |
| Van Eck Associates Corp. | 0.04% | Add +28.0% | 275,733 | $23.3M |
| Fred Alger Management, LLC | 0.11% | New | 255,686 | $21.6M |
| Los Angeles Capital Management LLC | 0.07% | Add +24.5% | 255,560 | $21.6M |
| Alberta Investment Management Corp | 0.23% | No change | 255,201 | $21.6M |
| Avory & Company, LLC | 14.66% | Reduce -5.9% | 254,685 | $21.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.5% | 252,418 | $21.3M |
| 1832 Asset Management L.P. | 0.04% | New | 250,000 | $21.1M |
| Penserra Capital Management LLC | 0.26% | Add +1077.7% | 248,960 | $21.1M |
| Shellback Capital, LP | 1.41% | Add +1.6% | 248,372 | $21.0M |
| Public Employees Retirement System of Ohio | 0.08% | Reduce -9.2% | 247,222 | $20.9M |
| Treasurer of the State of North Carolina | 0.09% | Add +2.4% | 246,436 | $20.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -28.4% | 243,027 | $20.6M |
| State of Michigan Retirement System | 0.11% | No change | 241,246 | $20.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.23% | Reduce -55.5% | 239,101 | $20.2M |
| AQR Capital Management | 0.03% | Add +76.3% | 236,539 | $20.0M |
| Danske Bank A/S | 0.06% | — | 234,644 | $19.8M |
| Allianz Asset Management GmbH | 0.03% | Add +153.2% | 227,419 | $19.2M |
| Mn Services Vermogensbeheer B.V. | 0.14% | Reduce -11.1% | 223,800 | $18.9M |
| Blair William & Co. | 0.06% | Add +3.0% | 222,495 | $18.8M |
| HighTower Advisors, LLC | 0.03% | Add +4.9% | 217,648 | $18.4M |
| Renaissance Technologies | 0.03% | New | 215,700 | $18.2M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +8.5% | 215,352 | $18.2M |
| Royal London Asset Management Ltd. | 0.05% | Add +1.3% | 213,801 | $18.1M |
| Advisors Asset Management, Inc. | 0.35% | Add +0.8% | 213,236 | $18.0M |
| Vestor Capital, LLC | 1.51% | Add +4.2% | 211,926 | $17.9M |
| Pictet Asset Management Holding SA | 0.02% | Add +3.4% | 210,450 | $17.8M |
| Aviva PLC | 0.06% | Add +80.2% | 210,075 | $17.8M |
| Marshall Wace, LLP | 0.03% | Add +1825.0% | 209,577 | $17.7M |
| Qube Research & Technologies Ltd | 0.03% | Add +183.9% | 208,324 | $17.6M |
| Asset Management One Co., Ltd. | 0.07% | Reduce -3.3% | 207,087 | $17.5M |
| Massachusetts Financial Services Co. | 0.01% | Add +13.6% | 201,476 | $17.0M |
| SIH Partners, LLLP | 12.46% | New | 200,020 | $16.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Reduce -10.3% | 197,222 | $16.7M |
| Intech Investment Management LLC | 0.23% | Add +594.6% | 196,330 | $16.6M |
| SG Americas Securities, LLC | 0.09% | Add +461.1% | 196,285 | $16.6M |
| Deepwater Asset Management, LLC | 6.25% | Add +5.5% | 196,189 | $16.6M |
| Aberdeen Group plc | 0.03% | Add +3.4% | 194,322 | $16.4M |
| Federated Hermes, Inc. | 0.04% | Reduce -32.3% | 192,977 | $16.3M |
| Varma Mutual Pension Insurance Co | 0.14% | Add +488.8% | 184,300 | $15.6M |
| Nissay Asset Management Corp. /Japan | 0.10% | Reduce -54.6% | 179,239 | $15.2M |
| Two Sigma Securities, LLC | 0.74% | Reduce -22.6% | 179,118 | $15.1M |
| Resona Asset Management Co.,Ltd. | 0.09% | — | 178,598 | $15.1M |
| Sei Investments Co. | 0.02% | Reduce -2.8% | 177,435 | $15.0M |
| Twin Tree Management, LP | 0.34% | Reduce -60.6% | 175,313 | $14.8M |
| Graham Capital Management, L.P. | 0.77% | Reduce -10.3% | 171,721 | $14.5M |
| Victory Capital Management Inc. | 0.01% | Add +14.1% | 163,468 | $13.8M |
| OMERS ADMINISTRATION Corp | 0.16% | Reduce -14.9% | 163,388 | $13.8M |
| Tekne Capital Management, LLC | 3.88% | Reduce -54.2% | 160,395 | $13.6M |
| Arizona State Retirement System | 0.09% | Add +2.8% | 158,856 | $13.4M |
| Vontobel Holding Ltd. | 0.11% | Reduce -21.4% | 157,050 | $13.3M |
| Man Group plc | 0.04% | Reduce -48.2% | 156,958 | $13.3M |
| Group One Trading LLC | 0.46% | Add +14.4% | 154,443 | $13.1M |
| Handelsbanken Fonder AB | 0.06% | Add +5.8% | 153,569 | $13.0M |
| Berkshire Capital Holdings Inc. | 4.95% | Reduce -13.5% | 146,490 | $12.4M |
| Truist Financial Corp. | 0.02% | Reduce -1.0% | 143,964 | $12.2M |
| Biondo Investment Advisors, LLC | 1.88% | Add +1.0% | 143,774 | $12.2M |
| Cibc World Market Inc. | 0.03% | Add +5.5% | 139,870 | $11.8M |
| Stifel Financial Corp. | 0.01% | Reduce -14.6% | 138,937 | $11.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +446.7% | 138,510 | $11.7M |
| TD Asset Management Inc | 0.01% | Add +2.3% | 138,220 | $11.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.36% | Add +11.0% | 131,219 | $11.1M |
| Polar Asset Management Partners Inc. | 0.38% | Reduce -43.7% | 127,600 | $10.8M |
| Daiwa Securities Group Inc. | 0.06% | Add +240.9% | 127,001 | $10.7M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +66.7% | 125,000 | $10.6M |
| Macquarie Group Ltd. | 0.01% | Add +110.2% | 151,469 | $10.4M |
| Carroll Investors, Inc | 7.75% | Reduce -0.8% | 121,815 | $10.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -6.8% | 120,551 | $10.2M |
| Achmea Investment Management B.V. | 0.19% | No change | 119,223 | $10.1M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -45.2% | 113,858 | $9.6M |
| Forsta Ap-Fonden | 0.08% | Add +13.1% | 113,800 | $9.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.10% | Add +1.8% | 112,137 | $9.5M |
| IFM Investors Pty Ltd | 0.10% | Reduce -0.2% | 111,237 | $9.4M |
| Nippon Life Global Investors Americas, Inc. | 0.44% | Add +21.7% | 110,870 | $9.4M |
| Sora Investors LLC | 1.53% | Add +13.4% | 110,000 | $9.3M |
| Mackenzie Financial Corp. | 0.01% | Reduce -21.6% | 109,497 | $9.3M |
| St Germain D J Co. Inc. | 0.44% | Add +1.5% | 106,771 | $9.0M |
| Cetera Investment Advisers | 0.02% | Add +194.8% | 104,642 | $8.9M |
| USS Investment Management Ltd | 0.07% | Add +9.9% | 104,221 | $8.8M |
| QRG Capital Management, Inc. | 0.11% | Add +13.1% | 101,555 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +22.9% | 97,688 | $8.3M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +8.3% | 98,879 | $8.1M |
| Utah Retirement Systems | 0.09% | Add +2.0% | 95,708 | $8.1M |
| Investment House LLC | 0.47% | Add +47.6% | 95,411 | $8.1M |
| Great Valley Advisor Group, Inc. | 0.24% | Reduce -1.7% | 93,717 | $7.9M |
| Scion Asset Management | 7.36% | Add +80.0% | 90,000 | $7.6M |
| Wolverine Trading, LLC | 0.08% | Reduce -16.4% | 87,922 | $7.4M |
| Mizuho Markets Cayman LP | 4.54% | Add +99.2% | 91,340 | $7.4M |
| Octahedron Capital Management L.P. | 10.73% | Add +9.9% | 86,500 | $7.3M |
| Consolidated Press International Holdings Ltd. | 0.85% | Reduce -0.5% | 86,281 | $7.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +129.3% | 86,265 | $7.3M |
| KBC Group NV | 0.02% | Add +19.9% | 85,869 | $7.3M |
| Nomura Holdings Inc. | 0.06% | Reduce -74.7% | 85,573 | $7.2M |
| DNB Asset Management AS | 0.04% | Reduce -10.2% | 83,624 | $7.1M |
| XY Capital Ltd | 5.96% | New | 83,339 | $7.0M |
| PDT Partners, LLC | 0.65% | Add +130.0% | 81,428 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Add +128.2% | 80,432 | $6.8M |
| Nisa Investment Advisors, LLC | 0.04% | Add +7.5% | 78,950 | $6.7M |
| Certuity, LLC | 0.58% | Add +0.2% | 76,733 | $6.5M |
| Exchange Traded Concepts, LLC | 0.17% | Add +20.9% | 76,241 | $6.4M |
| Walleye Capital LLC | 0.07% | Reduce -60.0% | 72,380 | $6.1M |
| Brown Advisory Inc. | 0.01% | Reduce -5.4% | 70,673 | $6.0M |
| Moloney Securities Asset Management, LLC | 0.90% | Add +9.5% | 69,992 | $5.9M |
| BIT Capital GmbH | 0.52% | Add +564.3% | 69,760 | $5.9M |
| Creative Planning | 0.01% | Add +2.4% | 69,733 | $5.9M |
| Lane Generational LLC | 6.81% | Reduce -4.7% | 68,201 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +0.3% | 67,529 | $5.7M |
| Maytus Capital Management, LLC | 2.42% | Reduce -25.0% | 67,500 | $5.7M |
| Xponance LLC | 0.06% | Add +64.6% | 66,846 | $5.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +4.5% | 66,092 | $5.6M |
| GTS Securities LLC | 0.15% | New | 65,461 | $5.5M |
| Pathstone Holdings, LLC | 0.03% | Add +12.6% | 65,027 | $5.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +8.9% | 64,606 | $5.5M |
| US Bancorp \de | 0.01% | Reduce -18.0% | 61,362 | $5.2M |
| Resolute Capital Asset Partners LLC | 2.65% | New | 60,000 | $5.1M |
| Ardmore Road Asset Management LP | 0.89% | New | 60,000 | $5.1M |
| Atria Investments, Inc | 0.07% | Add +17.8% | 58,991 | $5.0M |
| Daiichi Life Insurance Co., Ltd. | 0.11% | Reduce -1.6% | 58,971 | $5.0M |
| Toronto Dominion Bank | 0.01% | Reduce -29.4% | 57,852 | $4.9M |
| SP Asset Management LLC | 0.45% | Reduce -2.6% | 57,597 | $4.9M |
| Squarepoint Ops LLC | 0.02% | New | 57,327 | $4.8M |
| Optas, LLC | 1.31% | Add +0.1% | 56,811 | $4.8M |
| Mariner, LLC | 0.01% | Reduce -4.1% | 56,706 | $4.8M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -95.4% | 56,647 | $4.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.4% | 56,534 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +3.2% | 56,344 | $4.8M |
| Grey Street Capital, LLC | 0.64% | Add +3.3% | 55,735 | $4.7M |
| Panagora Asset Management Inc. | 0.02% | Add +5.5% | 53,809 | $4.6M |
| Point72 Hong Kong Ltd | 0.23% | Add +916.4% | 52,956 | $4.5M |
| Leonteq Securities AG | 0.60% | Add +12864.4% | 52,765 | $4.5M |
| Capital International Sarl | 0.14% | Add +2.4% | 51,651 | $4.4M |
| NINE MASTS CAPITAL Ltd | 3.02% | Add +60.1% | 50,915 | $4.3M |
| Left Brain Wealth Management, LLC | 2.08% | Add +704.3% | 50,677 | $4.3M |
| Elo Mutual Pension Insurance Co | 0.10% | Add +5.4% | 50,581 | $4.3M |
| Yarbrough Capital, LLC | 0.19% | No change | 50,325 | $4.3M |
| Principal Financial Group Inc. | 0.00% | Add +18.3% | 50,066 | $4.2M |
| Metavasi Capital LP | 2.63% | New | 50,000 | $4.2M |
| Capital International Ltd. | 0.19% | Add +0.7% | 47,325 | $4.0M |
| RPG Investment Advisory, LLC | 0.60% | Reduce -2.1% | 47,075 | $4.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Reduce -0.3% | 47,001 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.7% | 46,841 | $4.0M |
| Banco Santander, S.A. | 0.05% | Reduce -68.8% | 46,375 | $3.9M |
| Campbell Capital Management Inc. | 1.71% | Add +83.1% | 45,770 | $3.9M |
| SpiderRock Advisors, LLC | 0.13% | — | 47,820 | $3.9M |
| Eagle Asset Management Inc. | 0.02% | Reduce -25.7% | 46,969 | $3.8M |
| Gulf International Bank (UK) Ltd | 0.10% | No change | 45,002 | $3.8M |
| Parkwood LLC | 0.39% | New | 44,671 | $3.8M |
| Jefferies Financial Group Inc. | 0.08% | Add +264.5% | 44,474 | $3.8M |
| Comerica Bank | 0.02% | Add +17.0% | 42,987 | $3.6M |
| Wealthfront Advisers LLC | 0.01% | Add +5.8% | 42,832 | $3.6M |
| Old Well Partners, LLC | 3.19% | No change | 42,400 | $3.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -12.3% | 41,691 | $3.5M |
| SeaBridge Investment Advisors LLC | 0.93% | Add +373.0% | 41,568 | $3.5M |
| Chicago Capital, LLC | 0.11% | New | 41,145 | $3.5M |
| Torque Asset Management LLC | 1.81% | No change | 40,920 | $3.5M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +0.6% | 40,716 | $3.4M |
| Pursue Wealth Partners LLC | 2.01% | No change | 40,406 | $3.4M |
| Mark Asset Management LP | 0.45% | Reduce -0.5% | 39,626 | $3.4M |
| Yoder Wealth Management, Inc. | 2.18% | No change | 39,543 | $3.3M |
| Vident Advisory, LLC | 0.07% | Add +10.0% | 39,391 | $3.3M |
| Tocqueville Asset Management L.P. | 0.05% | No change | 39,232 | $3.3M |
| Palisade Capital Management, LP | 0.10% | Reduce -22.6% | 38,954 | $3.3M |
| Ieq Capital, LLC | 0.05% | Add +4.0% | 38,908 | $3.3M |
| NWK Group, Inc. | 1.54% | New | 38,842 | $3.3M |
| Nordea Investment Management AB | 0.00% | Add +3.8% | 38,862 | $3.3M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1.26% | Add +52.7% | 39,555 | $3.2M |
| Maryland State Retirement & Pension System | 0.06% | Add +2.6% | 43,283 | $3.1M |
| Lombard Odier Asset Management (Europe) Ltd | 0.31% | Reduce -39.8% | 36,750 | $3.1M |
| Quantinno Capital Management LP | 0.07% | Add +87.5% | 36,253 | $3.1M |
| ClariVest Asset Management LLC | 0.32% | Reduce -69.7% | 36,016 | $3.0M |
| Cerity Partners LLC | 0.01% | Add +49.4% | 35,569 | $3.0M |
| Ethic Inc. | 0.08% | Add +35.1% | 35,378 | $3.0M |
| Duality Advisers, LP | 0.29% | Add +2.7% | 34,899 | $3.0M |
| McGuire Investment Group, LLC | 0.42% | Reduce -0.8% | 34,004 | $2.9M |
| Amalgamated Bank | 0.02% | Reduce -36.7% | 33,689 | $2.8M |
| Swedbank AB | 0.00% | Reduce -0.6% | 33,598 | $2.8M |
| Martin Capital Advisors, LLP | 2.21% | No change | 33,290 | $2.8M |
| Andra AP-fonden | 0.05% | New | 33,200 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -11.1% | 33,069 | $2.8M |
| Arkadios Wealth Advisors | 0.21% | Reduce -12.7% | 32,300 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.3% | 31,549 | $2.7M |
| Clare Market Investments LLC | 0.83% | Add +15.0% | 31,400 | $2.7M |
| Vestcor Inc | 0.09% | Add +178.0% | 31,089 | $2.6M |
| Verition Fund Management LLC | 0.03% | Add +133.1% | 30,596 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +7.9% | 30,479 | $2.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 30,395 | $2.6M |
| Zweig-DiMenna Associates LLC | 0.23% | No change | 30,280 | $2.6M |
| Bank of Nova Scotia | 0.01% | Add +29.2% | 30,194 | $2.6M |
| Candriam S.C.A. | 0.02% | Add +11.1% | 30,145 | $2.5M |
| Vinva Investment Management Ltd | 0.14% | Add +69.1% | 29,997 | $2.5M |
| Clarity Capital Partners LLC | 1.65% | Reduce -14.9% | 29,638 | $2.5M |
| CHURCHILL MANAGEMENT Corp | 0.03% | New | 29,404 | $2.5M |
| Natixis | 0.01% | New | 28,976 | $2.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +822.7% | 28,881 | $2.4M |
| Dantai Capital Ltd | 2.82% | New | 28,865 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 28,512 | $2.4M |
| Maven Securities LTD | 0.14% | Add +290.4% | 28,502 | $2.4M |
| M&T Bank Corp | 0.01% | Add +1.1% | 28,286 | $2.4M |
| Independent Financial Group, LLC | 0.11% | Add +10.6% | 27,917 | $2.4M |
| Cubist Systematic Strategies, LLC | 0.03% | Add +2058.2% | 27,733 | $2.3M |
| Royal Fund Management, LLC | 0.27% | Reduce -17.3% | 27,725 | $2.3M |
| Stephens Inc. | 0.04% | Reduce -65.1% | 27,073 | $2.3M |
| Harbour Investments, Inc. | 0.08% | Add +39.3% | 26,997 | $2.3M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -29.4% | 26,897 | $2.3M |
| Equitable Holdings, Inc. | 0.03% | Add +18.8% | 26,765 | $2.3M |
| Richard P Slaughter Associates Inc | 0.54% | Add +13.2% | 26,548 | $2.2M |
| Gateway Investment Advisers LLC | 0.03% | Add +9.8% | 26,447 | $2.2M |
| Captrust Financial Advisors | 0.01% | Reduce -23.5% | 26,353 | $2.2M |
| Marex Group Ltd | 0.07% | Add +6.3% | 26,350 | $2.2M |
| Tybourne Capital Management (hk) Ltd. | 0.37% | Reduce -34.2% | 25,715 | $2.2M |
| Drive Wealth Management, LLC | 0.61% | Add +7.0% | 25,644 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +19.6% | 25,548 | $2.2M |
| GFG Capital, LLC | 0.56% | Add +50.0% | 25,475 | $2.2M |
| Alight Capital Management LP | 0.67% | Reduce -50.0% | 25,000 | $2.1M |
| Maxi Investments CY Ltd | 0.56% | No change | 24,756 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -10.0% | 24,747 | $2.1M |
| SWS Partners | 0.62% | Add +109.8% | 24,452 | $2.1M |
| Capital International, Inc. | 0.03% | Reduce -5.3% | 24,405 | $2.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +35.6% | 24,976 | $2.1M |
| BNP Paribas | 0.10% | — | 24,192 | $2.0M |
| Abn Amro Investment Solutions | 0.04% | Reduce -17.6% | 24,166 | $2.0M |
| Prana Capital Management, LP | 0.09% | New | 24,133 | $2.0M |
| Intellectus Partners, LLC | 0.53% | Reduce -14.9% | 23,904 | $2.0M |
| National Bank of Canada | 0.00% | Reduce -25.2% | 28,253 | $2.0M |
| APG Asset Management N.V. | 0.00% | Reduce -61.7% | 25,433 | $2.0M |
| Longitude (Cayman) Ltd. | 2.83% | Add +12.2% | 23,000 | $1.9M |
| Shelton Capital Management | 0.06% | Reduce -0.4% | 23,000 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +700.5% | 22,998 | $1.9M |
| Institute for Wealth Management, LLC. | 0.25% | Reduce -1.6% | 22,715 | $1.9M |
| Cibc World Markets Corp. | 0.01% | Add +48.1% | 22,664 | $1.9M |
| Weinberger Asset Management, Inc | 0.92% | Add +0.0% | 22,545 | $1.9M |
| Evanson Asset Management, LLC | 0.14% | No change | 22,536 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Add +43.1% | 22,490 | $1.9M |
| Procyon Advisors, LLC | 0.15% | Add +27.6% | 22,318 | $1.9M |
| Advent Capital Management | 2.66% | New | 22,000 | $1.9M |
| River Global Investors LLP | 0.47% | Add +18.4% | 21,963 | $1.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +6.3% | 21,928 | $1.9M |
| Cornercap Investment Counsel Inc. | 0.28% | Add +0.4% | 21,759 | $1.8M |
| Savant Capital, LLC | 0.02% | Add +345.9% | 21,279 | $1.8M |
| Ghe, LLC | 0.82% | Add +4.5% | 20,990 | $1.8M |
| Empowered Funds, LLC | 0.03% | Add +28.2% | 20,750 | $1.8M |
| Wasatch Advisors LP | 0.01% | Add +15.3% | 20,652 | $1.7M |
| Legal Advantage Investments, Inc. | 0.97% | No change | 20,610 | $1.7M |
| Sepio Capital, LP | 0.15% | Add +25.2% | 20,594 | $1.7M |
| HUB Investment Partners, LLC | 0.10% | Add +43.8% | 20,570 | $1.7M |
| SRN Advisors, LLC | 1.35% | Reduce -33.8% | 20,468 | $1.7M |
| CastleKnight Management LP | 0.26% | Reduce -27.3% | 20,200 | $1.7M |
| Old Mission Investment Co LLC | 0.57% | Reduce -1.5% | 20,009 | $1.7M |
| Lombard Odier Asset Management (Switzerland) SA | 0.12% | New | 19,993 | $1.7M |
| WINTON GROUP Ltd | 0.12% | Add +99.1% | 19,886 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -1.0% | 19,694 | $1.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +1.6% | 19,453 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +2.0% | 19,243 | $1.6M |
| Dag Ventures, LLC | 20.37% | No change | 19,113 | $1.6M |
| ExodusPoint Capital Management, LP | 0.02% | Add +54.0% | 18,512 | $1.6M |
| Harvest Portfolios Group Inc. | 0.06% | Add +19.3% | 18,483 | $1.6M |
| Old Mission Capital LLC | 0.04% | Add +38.2% | 18,472 | $1.6M |
| Motley Fool Asset Management LLC | 0.10% | Add +8.8% | 18,252 | $1.5M |
| Audent Global Asset Management, LLC | 1.57% | Reduce -30.0% | 18,107 | $1.5M |
| Bouvel Investment Partners, LLC | 0.66% | Add +2.4% | 18,033 | $1.5M |
| Greenland Capital Management LP | 0.25% | New | 17,864 | $1.5M |
| Rathbones Group PLC | 0.01% | Add +1.3% | 17,833 | $1.5M |
| Raymond James Trust N.A. | 0.04% | Add +1.4% | 17,817 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -15.9% | 17,613 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.1% | 17,569 | $1.5M |
| CIBC Asset Management Inc | 0.01% | Add +0.4% | 17,550 | $1.5M |
| Bridgewater Associates | 0.01% | No change | 17,540 | $1.5M |
| DB Fitzpatrick & Co, Inc | 1.35% | Reduce -0.2% | 17,443 | $1.5M |
| PFG Investments, LLC | 0.09% | Add +56.8% | 17,374 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +10.8% | 16,893 | $1.4M |
| Retireful, LLC | 0.59% | New | 16,800 | $1.4M |
| Bank of New Hampshire | 0.37% | Add +1.4% | 16,759 | $1.4M |
| Douglass Winthrop Advisors, LLC | 0.03% | New | 16,525 | $1.4M |
| Gotham Asset Management | 0.02% | Reduce -19.6% | 16,416 | $1.4M |
| Moran Wealth Management, LLC | 0.04% | Add +37.1% | 16,363 | $1.4M |
| Centiva Capital, LP | 0.08% | Add +50.3% | 16,290 | $1.4M |
| Garrison Point Advisors, LLC | 0.89% | Add +2.1% | 16,278 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -2.9% | 16,243 | $1.4M |
| Gsa Capital Partners LLP | 0.11% | Add +55.9% | 16,124 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.16% | Add +39.9% | 15,676 | $1.3M |
| Pitcairn Co. | 0.09% | Reduce -22.5% | 15,617 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -0.4% | 15,602 | $1.3M |
| Tokio Marine Asset Management Co. Ltd. | 0.07% | Add +8.9% | 15,580 | $1.3M |
| Burney Co./ | 0.05% | Reduce -0.6% | 15,559 | $1.3M |
| AXS Investments LLC | 0.32% | Reduce -21.1% | 15,535 | $1.3M |
| Harbert Fund Advisors, LLC | 0.89% | Reduce -9.0% | 15,250 | $1.3M |
| Insight Holdings Group, LLC | 0.04% | No change | 15,200 | $1.3M |
| Avitas Wealth Management LLC | 0.20% | Reduce -44.4% | 15,174 | $1.3M |
| Titleist Asset Management, LLC | 0.22% | Add +7.3% | 15,110 | $1.3M |
| Hunting Hill Global Capital, LLC | 0.74% | New | 14,959 | $1.3M |
| Compagnie Lombard Odier SCmA | 0.02% | Reduce -30.3% | 14,863 | $1.3M |
| Cwm, LLC | 0.01% | Reduce -6.9% | 14,859 | $1.3M |
| Plato Investment Management Ltd | 0.13% | Add +587.8% | 14,547 | $1.2M |
| Red Spruce Capital, LLC | 0.57% | No change | 14,490 | $1.2M |
| Lincoln National Corp. | 0.02% | Add +120.8% | 14,392 | $1.2M |
| HB Wealth Management, LLC | 0.02% | Add +5.4% | 14,314 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +115.8% | 14,269 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -0.6% | 14,128 | $1.2M |
| Teacher Retirement System of Texas | 0.01% | Reduce -44.2% | 14,080 | $1.2M |
| Ninepoint Partners LP | 0.15% | No change | 13,695 | $1.2M |
| Polianta Ltd | 0.56% | New | 13,700 | $1.2M |
| Twin Capital Management Inc. | 0.14% | Reduce -11.6% | 13,671 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -18.9% | 13,669 | $1.2M |
| Insigneo Advisory Services, LLC | 0.13% | Reduce -22.3% | 13,397 | $1.1M |
| Alps Advisors Inc. | 0.01% | Reduce -11.9% | 13,358 | $1.1M |
| New Century Financial Group, LLC | 0.78% | New | 13,257 | $1.1M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -8.4% | 12,897 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +10.0% | 12,842 | $1.1M |
| Realta Investment Advisors | 0.22% | Reduce -28.1% | 12,662 | $1.1M |
| Fisher Asset Management | 0.00% | Reduce -54.4% | 12,525 | $1.1M |
| Fox Run Management, L.L.C. | 0.23% | New | 12,497 | $1.1M |
| Degroof Petercam Asset Management | 0.01% | No change | 12,398 | $1.0M |
| Boomfish Wealth Group, LLC | 0.69% | Reduce -3.4% | 12,102 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -8.1% | 12,025 | $1.0M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -12.4% | 11,975 | $1.0M |
| Acorn Financial Advisory Services Inc. | 0.19% | Reduce -3.4% | 11,874 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Reduce -51.8% | 11,607 | $982K |
| Nicholas Investment Partners, LP | 0.11% | Add +78.1% | 11,553 | $977K |
| One Wealth Management Investment & Advisory Services, LLC | 0.40% | Reduce -0.3% | 11,499 | $973K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +44.8% | 11,482 | $971K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +44.8% | 11,482 | $971K |
| Bahl & Gaynor LLC | 0.01% | No change | 11,401 | $964K |
| MUFG Securities EMEA plc | 0.09% | Reduce -58.5% | 11,326 | $958K |
| Interchange Capital Partners, LLC | 0.64% | Add +3.7% | 11,189 | $953K |
| Transatlantique Private Wealth LLC | 0.41% | Add +263.1% | 11,135 | $942K |
| Snowden Capital Advisors LLC | 0.03% | Add +23.5% | 11,077 | $937K |
| National Philanthropic Trust | 0.02% | Reduce -1.1% | 11,006 | $931K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +4.2% | 10,924 | $924K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.3% | 10,618 | $898K |
| Gilbert & Cook, Inc. | 0.12% | Add +9.7% | 10,494 | $888K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -50.0% | 10,419 | $881K |
| Paloma Partners Management Co | 0.18% | Add +350.3% | 10,365 | $877K |
| Josh Arnold Investment Consultant, LLC | 0.91% | New | 10,275 | $869K |
| Advisory Services Network, LLC | 0.02% | Reduce -1.2% | 10,248 | $867K |
| Seaport Global Advisors, LLC | 1.76% | Reduce -51.5% | 10,243 | $866K |
| FNY Investment Advisers, LLC | 0.53% | New | 10,220 | $864K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.6% | 10,559 | $860K |
| RFG Advisory, LLC | 0.03% | New | 10,143 | $858K |
| First Trust Direct Indexing L.P. | 0.06% | Add +65.8% | 10,115 | $856K |
| Gainplan LLC | 0.41% | New | 10,066 | $851K |
| Aviance Capital Partners, LLC | 0.13% | Reduce -8.8% | 10,058 | $851K |
| Interval Partners, LP | 0.03% | New | 10,000 | $846K |
| STRS Ohio | 0.00% | New | 9,981 | $844K |
| Mizuho Securities Co. Ltd. | 4.62% | Add +37.5% | 9,930 | $840K |
| LCNB Corp. | 0.30% | New | 9,785 | $828K |
| LBP Am SA | 0.03% | Reduce -16.5% | 9,748 | $824K |
| Ossiam | 0.01% | Add +9.2% | 9,673 | $818K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.7% | 9,634 | $815K |
| Alpha DNA Investment Management LLC | 0.44% | Reduce -5.7% | 9,560 | $809K |
| Capital Group Investment Management Pte. LTD. | 0.14% | Reduce -10.9% | 9,553 | $808K |
| AXA S.A. | 0.00% | Add +11.6% | 9,516 | $805K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Add +24.4% | 9,337 | $790K |
| Park Avenue Securities LLC | 0.01% | Add +4.3% | 9,294 | $786K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -12.0% | 9,168 | $775K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.6% | 9,146 | $774K |
| Commerce Bank | 0.01% | Reduce -0.3% | 9,135 | $773K |
| TD Waterhouse Canada Inc. | 0.01% | Add +45.9% | 9,453 | $772K |
| Kintegral Advisory, LLC | 0.08% | Reduce -0.3% | 9,111 | $771K |
| DAVENPORT & Co LLC | 0.00% | Add +8.5% | 9,068 | $767K |
| United Capital Financial Advisors, LLC | 0.01% | Add +8.8% | 9,006 | $762K |
| Investment Management Corp of Ontario | 0.02% | Reduce -30.4% | 8,948 | $757K |
| Quadcap Wealth Management, LLC | 0.17% | Reduce -17.4% | 8,938 | $756K |
| Mgo One Seven LLC | 0.04% | Reduce -2.3% | 8,922 | $755K |
| IHT Wealth Management, LLC | 0.03% | Add +48.1% | 8,904 | $753K |
| Prairie Wealth Advisors, Inc. | 0.35% | — | 8,818 | $746K |
| Jamison Private Wealth Management, Inc. | 0.13% | Add +1.1% | 8,808 | $745K |
| Composition Wealth, LLC | 0.02% | Add +0.3% | 8,753 | $740K |
| Agf Management Ltd. | 0.00% | New | 8,729 | $738K |
| Prudential PLC | 0.01% | Reduce -53.6% | 8,708 | $737K |
| Spark Investment Management LLC | 4.07% | No change | 8,700 | $736K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -16.6% | 8,675 | $734K |
| &partners | 0.10% | Add +8.3% | 8,641 | $731K |
| Guardian Capital Advisors LP | 0.08% | Reduce -25.1% | 9,930 | $730K |
| Signaturefd, LLC | 0.02% | Add +11.2% | 8,620 | $729K |
| Prospera Financial Services Inc | 0.02% | Reduce -0.7% | 8,597 | $727K |
| Synovus Financial Corp. | 0.01% | Add +0.8% | 8,484 | $718K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +52.4% | 8,466 | $716K |
| Profit Investment Management, LLC | 0.41% | No change | 8,455 | $715K |
| CFM Wealth Partners LLC | 0.14% | Reduce -5.2% | 8,318 | $704K |
| Focus Financial Network, Inc. | 0.03% | — | 9,742 | $702K |
| Compound Planning, Inc. | 0.06% | Add +6.0% | 8,134 | $688K |
| Independent Advisor Alliance | 0.02% | Add +10.9% | 8,124 | $687K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.7% | 8,106 | $686K |
| Pittenger & Anderson Inc. | 0.03% | Add +1.3% | 8,100 | $685K |
| Regal Investment Advisors LLC | 0.05% | Add +1.8% | 8,032 | $679K |
| XTX Topco Ltd | 0.09% | Add +172.3% | 8,025 | $679K |
| Metis Global Partners, LLC | 0.02% | Reduce -4.0% | 8,013 | $678K |
| Jump Financial, LLC | 0.02% | New | 8,002 | $677K |
| Accurate Wealth Management, LLC | 0.20% | Add +107.0% | 9,571 | $674K |
| Financial Advocates Investment Management | 0.04% | Reduce -0.3% | 7,968 | $674K |
| Jasper Ridge Partners, L.P. | 0.02% | No change | 7,927 | $670K |
| Yousif Capital Management, LLC | 0.01% | Add +21.9% | 7,852 | $664K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +2.0% | 7,820 | $661K |
| UniSuper Management Pty Ltd | 0.01% | Add +95.0% | 7,800 | $660K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -43.5% | 7,677 | $649K |
| Altrafin AG | 0.24% | Add +11.6% | 7,670 | $649K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -3.3% | 7,654 | $647K |
| Key Client Fiduciary Advisors, LLC | 0.34% | Add +1.5% | 7,629 | $645K |
| Credit Agricole S A | 0.01% | Add +347.6% | 8,952 | $645K |
| Scotia Capital Inc. | 0.00% | Add +12.3% | 7,573 | $641K |
| Capstone Investment Advisors, LLC | 0.02% | New | 7,535 | $637K |
| Nations Financial Group Inc, /Ia/ | 0.05% | New | 7,529 | $637K |
| Ulysses Management LLC | 0.14% | New | 7,500 | $634K |
| Lombard Odier Asset Management (USA) Corp | 0.09% | New | 7,500 | $634K |
| Banque Pictet & Cie SA | 0.01% | No change | 7,400 | $626K |
| NewEdge Wealth, LLC | 0.01% | Reduce -2.1% | 8,805 | $619K |
| Wilmington Savings Fund Society, FSB | 0.02% | — | 7,308 | $618K |
| Meiji Yasuda Life Insurance Co | 0.01% | Add +80.8% | 7,293 | $617K |
| Rf&l Wealth Management, LLC | 0.47% | No change | 7,275 | $615K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +8.9% | 13,827 | $612K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +0.6% | 7,207 | $610K |
| Angeles Investment Advisors, LLC | 0.03% | Reduce -9.2% | 7,201 | $609K |
| Cutler Group LLC / CA | 0.31% | Reduce -89.7% | 7,209 | $609K |
| Moors & Cabot, Inc. | 0.03% | Add +13.3% | 7,173 | $607K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.05% | Reduce -6.5% | 7,018 | $594K |
| Octavia Wealth Advisors, LLC | 0.09% | Reduce -10.0% | 7,011 | $593K |
| Blueshift Asset Management, LLC | 0.31% | New | 6,984 | $591K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +53.9% | 6,947 | $588K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +25.4% | 6,835 | $578K |
| Sheets Smith Wealth Management | 0.06% | Add +48.6% | 6,811 | $576K |
| O'Neil Global Advisors, Inc. | 0.71% | New | 6,782 | $574K |
| Tran Capital Management, L.P. | 0.06% | No change | 6,768 | $572K |
| NewEdge Advisors, LLC | 0.00% | Add +31.0% | 6,636 | $561K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +19.1% | 6,620 | $560K |
| Mutual Advisors, LLC | 0.02% | Reduce -7.6% | 6,620 | $560K |
| Bleakley Financial Group, LLC | 0.02% | Add +1.7% | 6,617 | $560K |
| Simplicity Wealth,LLC | 0.01% | New | 6,617 | $560K |
| Forum Financial Management, LP | 0.01% | Add +0.3% | 6,616 | $560K |
| Nilsine Partners, LLC | 0.08% | Add +16.6% | 6,603 | $558K |
| IFP Advisors, Inc | 0.02% | Add +13.3% | 6,578 | $556K |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -0.7% | 6,502 | $550K |
| Williamson Legacy Group, LLC | 0.42% | Add +11.2% | 6,364 | $538K |
| Principal Securities, Inc. | 0.02% | Reduce -4.3% | 6,333 | $536K |
| Baker Tilly Wealth Management, LLC | 0.10% | Add +1.8% | 6,316 | $534K |
| Corton Capital Inc. | 0.20% | Reduce -47.0% | 6,289 | $532K |
| American International Group, Inc. | 0.00% | Add +1.0% | 6,278 | $531K |
| Berger Financial Group, Inc | 0.04% | Reduce -26.5% | 6,257 | $529K |
| Balentine LLC | 0.02% | Add +24.7% | 6,222 | $526K |
| Harbor Capital Advisors, Inc. | 0.07% | Reduce -80.6% | 6,222 | $526K |
| Hoylecohen, LLC | 0.04% | Reduce -7.1% | 6,170 | $522K |
| National Wealth Management Group, LLC | 0.40% | New | 6,121 | $518K |
| Sandy Spring Bank | 0.02% | Add +2.3% | 6,114 | $517K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.5% | 6,104 | $516K |
| NorthRock Partners, LLC | 0.02% | Reduce -0.3% | 6,095 | $516K |
| Lazard Asset Management LLC | 0.00% | Add +146.4% | 6,099 | $514K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 6,049 | $512K |
| Moser Wealth Advisors, LLC | 0.28% | Add +12.6% | 6,043 | $511K |
| Ellevest, Inc. | 0.03% | Add +21.9% | 6,013 | $509K |
| JB Capital LLC | 0.03% | Add +45.0% | 5,949 | $503K |
| Viawealth, LLC | 0.31% | Reduce -4.0% | 5,942 | $503K |
| White Knight Strategic Wealth Advisors, LLC | 0.52% | Reduce -17.7% | 5,934 | $502K |
| Cigna Investments Inc. | 0.10% | Add +1.2% | 5,918 | $501K |
| SOL Capital Management CO | 0.06% | Reduce -7.0% | 5,925 | $501K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -2.2% | 5,872 | $497K |
| BTC Capital Management, Inc. | 0.05% | — | 5,866 | $496K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -5.6% | 5,845 | $494K |
| Private Portfolio Partners LLC | 0.10% | No change | 5,826 | $493K |
| Synergy Financial Group, LTD | 0.55% | Reduce -0.7% | 5,795 | $490K |
| Ostrum Asset Management | 0.04% | No change | 5,664 | $479K |
| Cim Investment Management Inc. | 0.14% | No change | 5,630 | $476K |
| Azzad Asset Management Inc. | 0.06% | Reduce -3.8% | 5,623 | $476K |
| Marathon Trading Investment Management LLC | 0.19% | Reduce -73.3% | 5,611 | $475K |
| Sweet Financial Partners, LLC | 0.11% | No change | 5,611 | $475K |
| Ballentine Partners, LLC | 0.01% | Add +9.4% | 5,606 | $474K |
| UMB Bank, n.a. | 0.01% | Reduce -6.0% | 5,507 | $466K |
| KRS Capital Management, LLC | 0.37% | Add +75.2% | 5,487 | $464K |
| Atlas Capital Advisors Inc. | 0.07% | No change | 5,487 | $464K |
| Qsemble Capital Management, LP | 0.10% | New | 5,483 | $464K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +72.0% | 5,423 | $459K |
| Avior Wealth Management, LLC | 0.02% | Reduce -19.6% | 5,419 | $458K |
| Brevan Howard Capital Management LP | 0.04% | New | 5,298 | $448K |
| Keudell/Morrison Wealth Management | 0.14% | No change | 5,284 | $447K |
| Freestone Capital Holdings, LLC | 0.02% | Add +1.3% | 5,199 | $440K |
| Griffin Asset Management, Inc. | 0.05% | New | 5,190 | $439K |
| Lazari Capital Management, Inc. | 0.24% | Reduce -13.6% | 5,177 | $438K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -18.2% | 5,176 | $438K |
| Cravens & Co Advisors, LLC | 0.36% | Reduce -2.7% | 5,149 | $436K |
| Tempus Wealth Planning, LLC | 0.19% | Reduce -1.4% | 5,140 | $435K |
| Element Pointe Advisors, LLC | 0.11% | No change | 5,093 | $431K |
| Wesbanco Bank Inc. | 0.02% | Reduce -0.2% | 5,087 | $430K |
| Globeflex Capital L P | 0.04% | New | 5,084 | $430K |
| Chesapeake Capital Corp. | 0.32% | New | 5,074 | $429K |
| Premier Path Wealth Partners, LLC | 0.08% | Add +17.5% | 4,993 | $424K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.21% | Reduce -64.3% | 5,000 | $423K |
| American Assets Investment Management, LLC | 0.04% | No change | 5,000 | $423K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.8% | 4,965 | $420K |
| SVB Wealth LLC | 0.01% | Add +5.5% | 4,960 | $420K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -40.2% | 4,956 | $419K |
| Western Wealth Management, LLC | 0.03% | Add +0.2% | 4,946 | $418K |
| Carson Advisory Inc. | 0.29% | No change | 4,940 | $418K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.4% | 4,920 | $416K |
| Lido Advisors, LLC | 0.00% | Add +65.4% | 4,910 | $415K |
| Prosperity Wealth Management, Inc. | 0.20% | Add +0.3% | 4,907 | $415K |
| Meeder Advisory Services, Inc. | 0.04% | Add +18.4% | 4,903 | $415K |
| Sanders Morris Harris LLC | 0.08% | Add +11.4% | 4,870 | $412K |
| Aaron Wealth Advisors LLC | 0.06% | Add +3.4% | 4,831 | $409K |
| Verus Capital Partners, LLC | 0.05% | Reduce -13.2% | 4,820 | $408K |
| MAI Capital Management | 0.00% | New | 4,803 | $406K |
| Rakuten Investment Management, Inc. | 0.00% | Add +1115.7% | 4,790 | $405K |
| CAP Partners, LLC | 0.36% | Add +3.5% | 4,765 | $403K |
| Addison Capital Co | 0.20% | Reduce -3.8% | 4,759 | $403K |
| Fairfield, Bush & Co. | 0.24% | Reduce -12.8% | 4,717 | $399K |
| Siemens Fonds Invest GmbH | 0.03% | No change | 4,691 | $397K |
| Guggenheim Capital LLC | 0.00% | Add +36.9% | 4,660 | $394K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 4,634 | $392K |
| Covenant Asset Management, LLC | 0.09% | Reduce -16.0% | 4,564 | $386K |
| Westwood Wealth Management | 0.19% | Reduce -43.8% | 4,560 | $386K |
| LBMC Investment Advisors, LLC | 0.03% | New | 4,542 | $384K |
| Empower Advisory Group, LLC | 0.00% | Add +8.8% | 4,367 | $369K |
| Malaga Cove Capital, LLC | 0.15% | No change | 4,324 | $366K |
| Summit Securities Group LLC | 0.17% | Reduce -4.4% | 4,300 | $364K |
| Chicago Partners Investment Group LLC | 0.02% | Add +29.3% | 4,838 | $364K |
| Westfield Capital Management Co. LP | 0.00% | New | 4,280 | $362K |
| Conway Capital Management, Inc. | 0.20% | No change | 4,270 | $361K |
| Fortis Capital Advisors, LLC | 0.15% | New | 4,264 | $361K |
| Belpointe Asset Management LLC | 0.03% | New | 4,264 | $361K |
| Security Benefit Life Insurance Co. | 0.11% | No change | 4,245 | $359K |
| Pitti Group Wealth Management, LLC | 0.40% | Reduce -6.3% | 4,438 | $355K |
| Y.D. More Investments Ltd | 0.06% | Reduce -22.5% | 4,174 | $353K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.5% | 4,174 | $353K |
| Bluesphere Advisors LLC | 0.19% | No change | 4,146 | $351K |
| Capital Markets Trading UK LLP | 0.25% | Reduce -65.7% | 4,124 | $349K |
| Wbi Investments, LLC | 0.07% | New | 4,121 | $349K |
| Cutter & CO Brokerage, Inc. | 0.09% | Reduce -21.8% | 4,115 | $348K |
| Strategic Blueprint, LLC | 0.02% | Add +6.9% | 4,110 | $348K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -0.1% | 4,109 | $348K |
| Greenleaf Trust | 0.00% | Add +1.2% | 4,109 | $348K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -25.2% | 4,107 | $347K |
| WP Advisors, LLC | 0.11% | Reduce -24.0% | 4,090 | $346K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -7.9% | 4,080 | $345K |
| Calydon Capital | 0.07% | New | 4,207 | $344K |
| Vienna Asset Management LLC | 0.31% | Add +31.5% | 4,135 | $344K |
| Executive Wealth Group LLC | 0.07% | New | 4,500 | $344K |
| Monterey Private Wealth, Inc. | 0.14% | Add +0.1% | 4,044 | $342K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.0% | 4,026 | $341K |
| MCF Advisors LLC | 0.03% | Add +0.2% | 4,004 | $339K |
| Prosperity Consulting Group, LLC | 0.04% | New | 4,003 | $339K |
| Simmons Bank | 0.03% | Add +19.6% | 3,948 | $334K |
| White Pine Investment CO | 0.10% | Add +10.5% | 3,935 | $333K |
| Sicart Associates LLC | 0.12% | No change | 3,930 | $332K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -17.9% | 3,914 | $331K |
| Parallel Advisors, LLC | 0.01% | Reduce -6.0% | 3,890 | $329K |
| Great Diamond Partners, LLC | 0.07% | Reduce -0.2% | 3,848 | $325K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +12.9% | 3,834 | $324K |
| Wealth Management Partners, LLC | 0.16% | Add +6.9% | 3,821 | $323K |
| Transcend Capital Advisors, LLC | 0.03% | Add +0.5% | 3,782 | $320K |
| Syon Capital LLC | 0.03% | Add +2.1% | 3,763 | $318K |
| Bright Futures Wealth Management, LLC. | 0.17% | — | 4,920 | $312K |
| Sompo Asset Management Co., Ltd. | 0.05% | Reduce -61.3% | 3,680 | $311K |
| Wedmont Private Capital | 0.02% | Add +32.0% | 3,889 | $311K |
| Steel Grove Capital Advisors, LLC | 0.04% | New | 3,673 | $311K |
| Shell Asset Management Co. | 0.01% | New | 4,801 | $310K |
| NFSG Corp | 0.14% | Reduce -65.0% | 3,658 | $309K |
| Avestar Capital, LLC | 0.04% | Add +7.4% | 3,652 | $309K |
| Veltria Advisors Corp. | 0.08% | New | 3,645 | $308K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -9.8% | 3,643 | $308K |
| Canton Hathaway, LLC | 0.08% | New | 3,640 | $308K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -66.4% | 3,616 | $306K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -5.3% | 3,610 | $305K |
| Allworth Financial LP | 0.00% | Add +21.1% | 3,600 | $305K |
| BluePointe Capital Management, LLC | 0.21% | No change | 3,591 | $304K |
| Libra Wealth LLC | 0.13% | No change | 3,554 | $301K |
| Meridian Wealth Advisors, LLC | 0.06% | No change | 3,539 | $299K |
| Edgestream Partners, L.P. | 0.01% | Reduce -86.3% | 3,512 | $297K |
| Secure Asset Management, LLC | 0.07% | Add +3.7% | 3,508 | $297K |
| Portside Wealth Group, LLC | 0.05% | Add +9.8% | 3,474 | $294K |
| AE Wealth Management LLC | 0.00% | Reduce -87.9% | 3,459 | $293K |
| Aristeia Capital, L.L.C. | 0.02% | New | 3,456 | $292K |
| EMC Capital Management | 0.17% | No change | 3,700 | $292K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | Reduce -6.3% | 3,435 | $291K |
| Rakuten Securities, Inc. | 0.13% | Reduce -66.8% | 3,413 | $289K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -3.5% | 3,407 | $288K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -35.1% | 3,396 | $287K |
| Smith, Moore & Co. | 0.03% | Reduce -2.3% | 3,395 | $287K |
| Kovack Advisors, Inc. | 0.03% | Add +14.4% | 3,352 | $284K |
| Legacy Financial Advisors, Inc. | 0.05% | Add +3.6% | 3,325 | $281K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,531 | $281K |
| Global Retirement Partners, LLC | 0.01% | Reduce -1.0% | 3,310 | $280K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -1.6% | 3,780 | $280K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -0.8% | 3,272 | $277K |
| Cidel Asset Management Inc. | 0.02% | New | 3,246 | $275K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -5.2% | 3,239 | $274K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -20.5% | 3,238 | $274K |
| Engineers Gate Manager LP | 0.01% | Reduce -96.4% | 3,216 | $272K |
| Chiron Capital Management, LLC | 0.25% | Reduce -33.9% | 3,215 | $272K |
| Thompson Siegel & Walmsley LLC | 0.00% | Add +1500.0% | 3,200 | $271K |
| Symmetry Partners, LLC | 0.02% | New | 3,187 | $270K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -27.9% | 3,187 | $270K |
| Waypoint Wealth Partners Inc. | 0.08% | No change | 3,140 | $266K |
| Pinnacle Associates Ltd. | 0.00% | Add +14.3% | 3,134 | $265K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +13.3% | 3,121 | $264K |
| J. Stern & Co. LLP | 0.03% | Add +56.2% | 3,120 | $264K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -19.3% | 3,100 | $262K |
| Powell Investment Advisors, LLC | 0.14% | No change | 3,097 | $262K |
| Howard Wealth Management, LLC | 0.21% | No change | 3,058 | $259K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -3.2% | 3,053 | $258K |
| Marshall Financial Group, LLC | 0.07% | No change | 3,030 | $256K |
| Johnson & White Wealth Management, LLC | 0.19% | New | 3,022 | $256K |
| HighPoint Advisor Group LLC | 0.02% | Add +18.6% | 3,639 | $254K |
| Eudaimonia Partners, LLC | 0.06% | Reduce -1.6% | 2,990 | $253K |
| Financial Counselors Inc. | 0.00% | Reduce -2.8% | 2,990 | $253K |
| Financial Sense Advisors, Inc. | 0.09% | New | 2,978 | $252K |
| Simon Quick Advisors, LLC | 0.02% | New | 2,971 | $251K |
| Caprock Group, LLC | 0.01% | Reduce -27.9% | 2,961 | $250K |
| Kathmere Capital Management, LLC | 0.03% | No change | 2,949 | $249K |
| Dakota Wealth Management | 0.01% | New | 2,948 | $249K |
| Simplify Asset Management Inc. | 0.02% | No change | 2,947 | $249K |
| Equitable Trust Co. | 0.02% | New | 2,946 | $249K |
| GAMCO Investors | 0.00% | New | 2,928 | $248K |
| IVC Wealth Advisors LLC | 0.14% | New | 2,921 | $247K |
| Claret Asset Management Corp | 0.04% | Reduce -5.4% | 2,908 | $246K |
| Keel Point, LLC | 0.03% | New | 2,886 | $244K |
| Canal Capital Management, LLC | 0.04% | No change | 2,866 | $242K |
| Tennessee Valley Asset Management Partners | 0.06% | No change | 2,850 | $241K |
| Vise Technologies, Inc. | 0.05% | New | 2,822 | $239K |
| Everhart Financial Group, Inc. | 0.07% | New | 2,812 | $238K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -3.3% | 2,805 | $237K |
| AlTi Global, Inc. | 0.01% | New | 2,801 | $237K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -24.3% | 2,780 | $235K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,783 | $234K |
| Stevard, LLC | 0.21% | No change | 2,763 | $234K |
| Fairman Group, LLC | 0.22% | No change | 2,753 | $233K |
| SilverOak Wealth Management LLC | 0.06% | Reduce -1.4% | 2,750 | $233K |
| Tyler-Stone Wealth Management | 0.10% | No change | 2,748 | $232K |
| Insight Folios Inc | 0.09% | Reduce -3.2% | 2,746 | $232K |
| Cascade Financial Partners, LLC | 0.03% | — | 3,005 | $231K |
| AdvisorNet Financial, Inc | 0.02% | Add +19.4% | 2,727 | $231K |
| Fortune Financial Advisors, LLC | 0.15% | Reduce -2.1% | 2,723 | $230K |
| Wealth Alliance, LLC | 0.03% | New | 2,712 | $229K |
| Guerra Pan Advisors, LLC | 0.21% | New | 2,704 | $229K |
| EPIQ Capital Group, LLC | 0.09% | Reduce -11.7% | 2,701 | $228K |
| Farther Finance Advisors, LLC | 0.01% | Add +37.6% | 2,788 | $227K |
| Argonautica Private Wealth Management, Inc. | 0.08% | New | 2,666 | $225K |
| RMR Wealth Builders | 0.03% | New | 2,655 | $225K |
| Oracle Alpha Inc. | 0.40% | Reduce -48.9% | 2,651 | $224K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,647 | $224K |
| Global Trust Asset Management, LLC | 0.09% | Add +0.4% | 2,615 | $221K |
| Independent Wealth Network Inc. | 0.10% | Reduce -4.5% | 2,612 | $221K |
| Caerus Investment Advisors, LLC | 0.21% | No change | 2,610 | $221K |
| Cowa, LLC | 0.13% | New | 2,605 | $220K |
| Aries Wealth Management | 0.07% | No change | 2,600 | $220K |
| Northeast Investment Management | 0.01% | No change | 2,600 | $220K |
| Magnus Financial Group LLC | 0.03% | Reduce -0.7% | 2,597 | $220K |
| Sherbrooke Park Advisers LLC | 0.04% | New | 2,561 | $217K |
| CenterStar Asset Management, LLC | 0.45% | New | 2,548 | $216K |
| Arnhold LLC | 0.02% | New | 2,545 | $215K |
| New York Life Investment Management LLC | 0.00% | Reduce -7.1% | 2,529 | $214K |
| Diversify Advisory Services, LLC | 0.01% | — | 2,619 | $213K |
| MIdWestOne Financial Group, Inc. | 0.04% | New | 2,506 | $212K |
| Prospect Financial Services LLC | 0.17% | New | 2,488 | $210K |
| Capula Management Ltd | 0.01% | Reduce -53.6% | 2,484 | $210K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -2.8% | 2,475 | $209K |
| Sierra Capital LLC | 0.03% | New | 2,467 | $209K |
| Lindbrook Capital, LLC | 0.02% | Add +7.2% | 2,458 | $208K |
| Southland Equity Partners LLC | 0.06% | New | 2,436 | $206K |
| Stablepoint Partners, LLC | 0.04% | New | 2,433 | $206K |
| Merit Financial Group, LLC | 0.00% | New | 2,957 | $205K |
| Brighton Jones LLC | 0.01% | Reduce -7.5% | 2,415 | $204K |
| LGT Group Foundation | 0.00% | New | 2,412 | $204K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | New | 2,406 | $203K |
| Phoenix Financial Ltd. | 0.00% | New | 2,413 | $203K |
| Cherrydale Wealth Management, LLC | 0.09% | New | 2,398 | $203K |
| CI Investments Inc. | 0.00% | Add +30.2% | 2,373 | $201K |
| Pension & Wealth Management Advisors, Inc. | 0.13% | New | 2,355 | $199K |
| Financial Perspectives, Inc | 0.07% | Add +7.2% | 2,300 | $195K |
| FPC Investment Advisory, Inc. | 0.19% | — | 2,600 | $192K |
| Delta Accumulation, LLC | 1.17% | No change | 2,225 | $188K |
| City Holding Co. | 0.03% | Add +35.0% | 2,171 | $184K |
| Bokf, NA | 0.00% | Add +1.4% | 2,205 | $180K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +20.5% | 2,095 | $177K |
| ICA Group Wealth Management, LLC | 0.04% | Reduce -16.2% | 2,065 | $175K |
| Westpac Banking Corp. | 0.01% | No change | 2,049 | $173K |
| Kozak & Associates, Inc. | 0.04% | No change | 2,330 | $167K |
| Icon Wealth Advisors, LLC | 0.02% | Add +13.7% | 1,922 | $163K |
| Whittier Trust Co. | 0.00% | Reduce -67.3% | 1,852 | $157K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -6.7% | 1,821 | $154K |
| Clearstead Advisors, LLC | 0.01% | Reduce -9.7% | 2,188 | $153K |
| Banque Cantonale Vaudoise | 0.01% | No change | 1,800 | $152K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -22.7% | 1,754 | $148K |
| Alta Advisers Ltd | 0.07% | No change | 1,700 | $144K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.3% | 1,652 | $140K |
| Truvestments Capital LLC | 0.05% | Reduce -5.1% | 1,587 | $134K |
| Caz Investments LP | 0.25% | No change | 1,500 | $127K |
| Tobam | 0.01% | New | 1,507 | $127K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -57.7% | 1,499 | $127K |
| TD Private Client Wealth LLC | 0.00% | Add +22.6% | 1,431 | $121K |
| Hollencrest Capital Management | 0.01% | Add +242.7% | 1,412 | $119K |
| Spire Wealth Management | 0.00% | Reduce -29.6% | 1,405 | $119K |
| Private Trust Co. NA | 0.01% | Add +253.4% | 1,382 | $117K |
| Jones Financial Companies LLLP | 0.00% | New | 1,359 | $115K |
| Quintet Private Bank (Europe) S.A. | 0.01% | Reduce -80.2% | 1,209 | $114K |
| Benjamin Edwards Inc. | 0.02% | Reduce -13.2% | 1,313 | $111K |
| Garde Capital, Inc. | 0.01% | No change | 1,297 | $109K |
| Huntington National Bank | 0.00% | Add +31.3% | 1,251 | $106K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,142 | $97K |
| GAMMA Investing LLC | 0.02% | Add +17.0% | 1,129 | $95K |
| Westside Investment Management, Inc. | 0.02% | Add +1.1% | 1,114 | $94K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,104 | $93K |
| Creative Financial Designs Inc. | 0.01% | Add +11.1% | 1,054 | $89K |
| CoreCap Advisors, LLC | 0.00% | New | 1,032 | $87K |
| American National Bank & Trust | 0.01% | Reduce -1.2% | 1,010 | $85K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,003 | $85K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 1,000 | $85K |
| West Tower Group, LLC | 0.26% | Add +1900.0% | 1,000 | $85K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.04% | No change | 1,000 | $85K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 1,000 | $85K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,000 | $85K |
| City State Bank | 0.03% | No change | 925 | $78K |
| Northwest Investment Counselors, LLC | 0.02% | New | 915 | $77K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -10.5% | 1,047 | $76K |
| Future Financial Wealth Managment LLC | 0.05% | New | 837 | $71K |
| CENTRAL TRUST Co | 0.00% | Reduce -20.3% | 827 | $70K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -18.1% | 830 | $68K |
| Planning Capital Management Corp | 0.05% | Reduce -1.3% | 781 | $66K |
| Johnson Financial Group, Inc. | 0.00% | New | 774 | $65K |
| Crewe Advisors LLC | 0.01% | New | 765 | $65K |
| Valley National Advisers Inc. | 0.01% | Add +25.4% | 765 | $64K |
| CNB Bank | 0.03% | No change | 746 | $63K |
| Arax Advisory Partners | 0.01% | New | 702 | $59K |
| Trust Co. of Vermont | 0.00% | New | 702 | $59K |
| Institutional & Family Asset Management, LLC | 0.01% | Reduce -1.3% | 682 | $58K |
| Twin Lakes Capital Management, LLC | 0.04% | No change | 679 | $57K |
| Front Row Advisors LLC | 0.02% | No change | 676 | $57K |
| Washington Trust Advisors, Inc. | 0.01% | Add +6.8% | 658 | $56K |
| Optimum Investment Advisors | 0.03% | Reduce -54.4% | 650 | $55K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -82.3% | 647 | $55K |
| Larson Financial Group LLC | 0.00% | No change | 626 | $53K |
| Ancora Advisors LLC | 0.00% | Reduce -7.4% | 625 | $53K |
| Quadrant Capital Group LLC | 0.00% | Add +111.5% | 605 | $51K |
| Fifth Third Bancorp | 0.00% | Reduce -4.6% | 602 | $51K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -26.2% | 594 | $50K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.5% | 593 | $50K |
| McClarren Financial Advisors, Inc. | 0.04% | No change | 585 | $50K |
| Quent Capital, LLC | 0.01% | Add +4.3% | 589 | $50K |
| Impact Partnership Wealth, LLC | 0.02% | Reduce -7.7% | 586 | $50K |
| AlphaQuest LLC | 0.01% | New | 575 | $49K |
| Highlander Capital Management, LLC | 0.02% | No change | 562 | $48K |
| Nemes Rush Group LLC | 0.01% | No change | 509 | $43K |
| Manchester Capital Management LLC | 0.01% | No change | 506 | $43K |
| Addison Advisors LLC | 0.01% | No change | 505 | $43K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +61.4% | 502 | $42K |
| Continuum Advisory, LLC | 0.01% | New | 576 | $42K |
| PSI Advisors, LLC | 0.01% | No change | 491 | $42K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 472 | $40K |
| Fernwood Investment Management, LLC | 0.01% | New | 470 | $40K |
| Creekmur Asset Management LLC | 0.01% | No change | 463 | $39K |
| First United Bank & Trust | 0.01% | No change | 450 | $38K |
| Sit Investment Associates Inc. | 0.00% | No change | 450 | $38K |
| Lanark Financial, Inc. | 0.00% | Reduce -1.9% | 420 | $35K |
| Mather Group, Llc. | 0.00% | New | 451 | $35K |
| Parkside Financial Bank & Trust | 0.01% | Add +36.7% | 410 | $35K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.07% | No change | 400 | $34K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -22.9% | 400 | $34K |
| LRI Investments, LLC | 0.01% | — | 400 | $34K |
| Vima LLC | 0.04% | Add +1.8% | 448 | $34K |
| Tidemark, LLC | 0.02% | Reduce -10.1% | 376 | $32K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 350 | $30K |
| Global Assets Advisory, LLC | 0.02% | New | 363 | $30K |
| Riverview Trust Co | 0.02% | New | 329 | $28K |
| Clearstead Trust, LLC | 0.01% | No change | 325 | $27K |
| Stone House Investment Management, LLC | 0.01% | New | 309 | $26K |
| Hoey Investments, Inc. | 0.01% | Reduce -47.0% | 305 | $26K |
| Anchor Investment Management, LLC | 0.00% | No change | 301 | $25K |
| Horizon Financial Services, LLC | 0.02% | New | 300 | $25K |
| True Wealth Design, LLC | 0.01% | No change | 300 | $25K |
| HM Payson & Co. | 0.00% | Reduce -25.0% | 300 | $25K |
| Covestor Ltd | 0.02% | Reduce -0.3% | 290 | $25K |
| Elequin Capital, LP | 0.02% | New | 295 | $25K |
| Caitlin John, LLC | 0.02% | Add +215.1% | 293 | $25K |
| Global Financial Private Client, LLC | 0.01% | No change | 300 | $24K |
| Sound Income Strategies, LLC | 0.00% | No change | 286 | $24K |
| Register Financial Advisors LLC | 0.01% | New | 285 | $24K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 285 | $24K |
| Mango Five Family, Inc. | 0.01% | No change | 280 | $24K |
| Spotlight Asset Group, Inc. | 0.02% | No change | 250 | $21K |
| McIlrath & Eck, LLC | 0.00% | No change | 250 | $21K |
| Rothschild Investment LLC | 0.00% | No change | 250 | $21K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 239 | $20K |
| Liberty One Investment Management, LLC | 0.00% | No change | 239 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 237 | $20K |
| Evermay Wealth Management LLC | 0.00% | No change | 230 | $19K |
| Beacon Capital Management, LLC | 0.00% | Reduce -6.2% | 229 | $19K |
| Smithfield Trust Co | 0.00% | No change | 220 | $19K |
| Capital Analysts, LLC | 0.00% | No change | 226 | $19K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -7.8% | 223 | $19K |
| Eagle Bay Advisors LLC | 0.01% | No change | 218 | $18K |
| First Manhattan Co. Llc. | 0.00% | Reduce -41.9% | 215 | $18K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 211 | $18K |
| SouthState Bank Corp | 0.00% | No change | 211 | $18K |
| Laffer Tengler Investments, Inc. | 0.01% | New | 204 | $17K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $17K |
| Country Trust Bank | 0.00% | No change | 200 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +37.8% | 197 | $17K |
| Quarry LP | 0.01% | Reduce -81.7% | 189 | $16K |
| Key Financial Inc | 0.00% | No change | 187 | $16K |
| Albion Financial Group | 0.00% | New | 185 | $16K |
| Asset Dedication, LLC | 0.00% | Reduce -51.0% | 178 | $15K |
| Pineridge Advisors LLC | 0.01% | No change | 175 | $15K |
| LifeSteps Financial, Inc. | 0.01% | New | 170 | $14K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 166 | $14K |
| Activest Wealth Management | 0.01% | Add +35.3% | 165 | $14K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 165 | $14K |
| Cassady Schiller Wealth Management, LLC | 0.01% | Add +31.2% | 164 | $14K |
| Bogart Wealth, LLC | 0.00% | Add +811.1% | 164 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 160 | $13K |
| Gould Capital, LLC | 0.01% | Reduce -99.2% | 150 | $13K |
| PFS Partners, LLC | 0.01% | No change | 150 | $13K |
| J.Safra Asset Management Corp | 0.00% | New | 150 | $13K |
| Tucker Asset Management LLC | 0.00% | No change | 142 | $12K |
| Transcendent Capital Group LLC | 0.01% | No change | 140 | $12K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 136 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 135 | $11K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -2.9% | 132 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 128 | $11K |
| Highline Wealth Partners LLC | 0.00% | Add +50.0% | 120 | $10K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 120 | $10K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 120 | $10K |
| TCTC Holdings, LLC | 0.00% | New | 120 | $10K |
| Avion Wealth | 0.00% | Add +11.2% | 109 | $10K |
| Abich Financial Wealth Management LLC | 0.01% | Add +368.0% | 117 | $10K |
| Lam Group, Inc. | 0.01% | No change | 116 | $10K |
| LFA - Lugano Financial Advisors SA | 0.01% | No change | 115 | $10K |
| Sachetta, LLC | 0.00% | No change | 122 | $9K |
| Rise Advisors, LLC | 0.00% | No change | 109 | $9K |
| PrairieView Partners, LLC | 0.00% | No change | 102 | $9K |
| Blume Capital Management, Inc. | 0.00% | No change | 106 | $9K |
| Deseret Mutual Benefit Administrators | 0.00% | New | 102 | $9K |
| Hoertkorn Richard Charles | 0.00% | No change | 102 | $9K |
| Colonial Trust Co / SC | 0.00% | Add +2.0% | 102 | $9K |
| Nordwand Advisors, LLC | 0.00% | No change | 100 | $8K |
| EnRich Financial Partners LLC | 0.00% | New | 100 | $8K |
| Silicon Valley Capital Partners | 0.00% | No change | 100 | $8K |
| Palisade Asset Management, LLC | 0.00% | New | 100 | $8K |
| Investment Research & Advisory Group, Inc. | 0.00% | Reduce -21.0% | 98 | $8K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Reduce -18.3% | 98 | $8K |
| Archer Investment Corp | 0.00% | No change | 97 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | — | 100 | $8K |
| Turim 21 Investimentos Ltda. | 0.00% | No change | 95 | $8K |
| Zions Bancorporation, N.A. | 0.00% | Add +17.3% | 95 | $8K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 100 | $8K |
| Macroview Investment Management LLC | 0.01% | Reduce -2.1% | 93 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 93 | $8K |
| Blue Trust, Inc. | 0.00% | Reduce -89.7% | 93 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Add +9.5% | 92 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 92 | $8K |
| Toth Financial Advisory Corp. | 0.00% | No change | 90 | $8K |
| Meeder Asset Management Inc. | 0.00% | New | 90 | $8K |
| Park Place Capital Corp | 0.00% | Add +1.1% | 89 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 87 | $7K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 85 | $7K |
| Center for Financial Planning, Inc. | 0.00% | No change | 85 | $7K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 100 | $7K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 84 | $7K |
| Naples Money Management LLC | 0.01% | No change | 80 | $7K |
| New Covenant Trust Company, N.A. | 0.01% | — | 76 | $6K |
| MV Capital Management, Inc. | 0.00% | Add +127.3% | 75 | $6K |
| CVA Family Office, LLC | 0.00% | Reduce -6.3% | 74 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -55.7% | 74 | $6K |
| Islay Capital Management, LLC | 0.00% | No change | 70 | $6K |
| Clean Yield Group | 0.00% | No change | 70 | $6K |
| Caldwell Trust Co | 0.00% | No change | 69 | $6K |
| WR Wealth Planners, LLC | 0.00% | New | 64 | $5K |
| Hilltop National Bank | 0.00% | — | 60 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 57 | $5K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -38.9% | 55 | $5K |
| Gradient Investments LLC | 0.00% | Reduce -35.7% | 54 | $5K |
| NewSquare Capital LLC | 0.00% | No change | 53 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 50 | $4K |
| Kelly Financial Services LLC | 0.00% | No change | 50 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Bfsg, LLC | 0.00% | No change | 50 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 50 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 49 | $4K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 50 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 47 | $4K |
| Global Wealth Strategies & Associates | 0.00% | No change | 46 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 43 | $4K |
| Hartford Financial Management Inc. | 0.00% | No change | 43 | $4K |
| Atticus Wealth Management, LLC | 0.00% | Add +23.5% | 42 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 41 | $3K |
| Cedar Wealth Management, LLC | 0.00% | No change | 40 | $3K |
| Mma Asset Management LLC | 0.00% | New | 38 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 38 | $3K |
| Grove Bank & Trust | 0.00% | No change | 38 | $3K |
| Montag A & Associates Inc. | 0.00% | Reduce -89.4% | 37 | $3K |
| American Capital Advisory, LLC | 0.00% | New | 45 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 36 | $3K |
| RFP Financial Group LLC | 0.00% | New | 35 | $3K |
| Belmont Capital, LLC | 0.00% | No change | 34 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 32 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 30 | $3K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 30 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Add +15.4% | 30 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 35 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -2.7% | 36 | $3K |
| Tacita Capital Inc | 0.00% | No change | 28 | $2K |
| Main Street Group, LTD | 0.00% | No change | 29 | $2K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 26 | $2K |
| Concord Wealth Partners | 0.00% | Add +8.3% | 26 | $2K |
| Abound Wealth Management | 0.00% | Reduce -35.9% | 25 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 25 | $2K |
| Gen-Wealth Partners Inc | 0.00% | — | 24 | $2K |
| VitalStone Financial, LLC | 0.00% | Reduce -81.0% | 20 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 19 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 25 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +23.5% | 21 | $2K |
| Aspire Private Capital, LLC | 0.00% | No change | 17 | $1K |
| Richardson Capital Management LLC | 0.00% | No change | 16 | $1K |
| Citizens National Bank Trust Department | 0.00% | No change | 15 | $1K |
| Tompkins Financial Corp. | 0.00% | Reduce -57.1% | 15 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -16.7% | 15 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -12.5% | 14 | $1K |
| ORG Partners LLC | 0.00% | Reduce -33.3% | 14 | $1K |
| Granite FO LLC | 0.00% | New | 17 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 15 | $1K |
| TFC Financial Management, Inc. | 0.00% | Add +37.5% | 11 | $931 |
| Delos Wealth Advisors, LLC | 0.00% | Reduce -16.7% | 10 | $846 |
| Mendota Financial Group, LLC | 0.00% | No change | 10 | $846 |
| Private Wealth Management Group, LLC | 0.00% | No change | 10 | $846 |
| Investors Research Corp | 0.00% | No change | 10 | $846 |
| Wiser Advisor Group LLC | 0.00% | No change | 8 | $677 |
| SRH Advisors, LLC | 0.00% | No change | 8 | $677 |
| Retirement Group, LLC | 0.00% | No change | 8 | $677 |
| Thompson Investment Management, Inc. | 0.00% | No change | 8 | $677 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +33.3% | 8 | $677 |
| PayPay Securities Corp | 0.03% | Reduce -12.5% | 7 | $592 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $423 |
| Robbins Farley | 0.00% | No change | 5 | $423 |
| Pacific Center for Financial Services | 0.00% | New | 5 | $423 |
| FRG Family Wealth Advisors LLC | 0.00% | New | 5 | $365 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 4 | $339 |
| Core Wealth Advisors, Inc. | 0.00% | No change | 4 | $339 |
| GS Investments, Inc. | 0.00% | No change | 4 | $338 |
| REAP Financial Group, LLC | 0.00% | No change | 4 | $338 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $85 |
| AllSquare Wealth Management LLC | 0.00% | No change | 1 | $85 |
| Core Alternative Capital | 0.00% | Reduce -99.2% | 1 | $85 |
| Financial Management Professionals, Inc. | 0.00% | No change | 4 | $0 |
| Roble, Belko & Company, Inc | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is XYZ's weight in each manager's 13F, not the share of Block Inc. the manager owns.