BlockXYZ

13F holders, Q2 2024 (June 30)
1,001holders −68
103new positions
171sold out
16famous investors
$64.47avg. 13F price*

At the end of Q2 2024, 1,001 institutions reported holding Block Inc. (XYZ) in their 13F filings, down 68 from Q1 2024. 103 opened new positions and 171 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock Inc. ($2.0B) and FMR LLC ($1.3B). 16 famous investors held it, including Cathie Wood (4.7% of ARK Investment Management's portfolio), Stephen Mandel (4.0% of Lone Pine Capital's portfolio) and Daniel Sundheim (2.0% of D1 Capital Partners'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 → Q2 2024

InstitutionsTotal Value
New Positions103$482.4M
Exits171$919.9M

All 13F filers, Q1 2024 → Q2 2024: 54,385,571 shares bought and 53,315,772 shares sold, net +1,069,799 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,001 holders

Vanguard Group Inc. 0.06% Add +24.7% 45,542,276 $2.9B
BlackRock Inc. 0.05% Add +5.1% 31,159,307 $2.0B
FMR LLC 0.09% Reduce -28.9% 20,876,976 $1.3B
Morgan Stanley 0.09% Add +4.2% 17,990,744 $1.2B
JPMorgan Chase & Co. 0.08% Add +76.8% 14,596,807 $941.3M
State Street Corp. 0.03% Add +0.8% 11,859,288 $764.8M
Sands Capital Management, LLC 2.18% Reduce -3.7% 11,510,438 $742.3M
Baillie Gifford & Co. 0.51% Add +45.7% 10,085,229 $650.4M
Sumitomo Mitsui Trust Group, Inc. 0.42% Reduce -9.9% 8,789,741 $566.9M
Geode Capital Management, LLC 0.05% Add +2.8% 8,557,073 $550.8M
ARK Investment Management 4.75% Reduce -17.5% 8,292,502 $534.8M
Loomis Sayles & Co. L P 0.72% Add +0.9% 8,074,653 $520.7M
Norges Bank 0.07% Add +2.5% 7,758,614 $500.4M
Lone Pine Capital 4.01% Add +13.9% 7,670,523 $494.7M
Amova Asset Management Americas, Inc. 5.58% Reduce -10.3% 7,498,605 $483.6M
Wellington Management Group LLP 0.06% Reduce -38.2% 5,290,298 $341.2M
Ameriprise Financial Inc. 0.09% Add +14.5% 4,906,385 $316.4M
American Century Companies Inc. 0.18% Add +34.1% 4,541,457 $292.9M
Bank of New York Mellon Corp 0.05% Reduce -8.8% 4,278,258 $275.9M
Amundi 0.10% Add +58.1% 4,223,105 $272.1M
Bank of America Corp. 0.03% Add +4.4% 4,180,350 $269.6M
Bares Capital Management, Inc. 12.30% Reduce -0.5% 3,966,279 $255.8M
Capital World Investors 0.04% Reduce -70.1% 3,919,519 $252.8M
Nuveen Asset Management, LLC 0.07% Add +13.0% 3,738,763 $241.1M
Dragoneer Investment Group, LLC 4.16% Reduce -0.5% 3,373,167 $217.5M
Millennium Management 0.18% Add +414.0% 3,220,575 $207.7M
Northern Trust Corp. 0.03% Add +3.5% 3,025,585 $195.1M
Jane Street Group, LLC 0.21% Add +5.6% 2,974,808 $191.8M
HMI Capital Management, L.P. 7.29% No change 2,969,816 $191.5M
Legal & General Group Plc 0.05% Add +1.9% 2,913,287 $187.9M
Voya Investment Management LLC 0.20% Add +19.4% 2,735,854 $176.4M
Hyperion Asset Management Ltd 7.11% Add +18.7% 2,670,074 $172.2M
Contour Asset Management LLC 5.53% Add +110.2% 2,538,833 $163.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +35.8% 2,422,419 $156.2M
Franklin Resources Inc. 0.05% Add +3.1% 2,398,865 $154.7M
D. E. Shaw & Co. 0.23% Add +330.3% 2,330,736 $150.3M
Qube Research & Technologies Ltd 0.27% Add +987.6% 2,265,730 $146.1M
Dimensional Fund Advisors LP 0.04% Add +17.8% 2,157,733 $139.1M
Charles Schwab Investment Management Inc. 0.03% Add +5.0% 2,156,916 $139.1M
UBS Group AG 0.04% Add +9.8% 2,065,256 $133.2M
Capital Fund Management S.A. 1.34% Add +356.7% 1,831,962 $118.1M
D1 Capital Partners 1.99% Add +76.7% 1,831,342 $118.1M
Clearbridge Investments, LLC 0.09% Reduce -1.8% 1,722,288 $111.1M
Swiss National Bank 0.07% Reduce -0.8% 1,643,686 $106.0M
Alkeon Capital Management LLC 0.52% Add +5.5% 1,566,200 $101.0M
Kodai Capital Management LP 1.75% New 1,428,959 $92.2M
Goldman Sachs Group Inc. 0.02% Add +32.7% 1,361,866 $87.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% Reduce -25.8% 1,306,823 $84.3M
Citadel Advisors 0.08% Reduce -51.0% 1,278,742 $82.5M
BNP Paribas Financial Markets 0.09% Reduce -41.3% 1,252,159 $80.8M
Silicon Valley Community Foundation 3.09% Reduce -43.4% 1,064,435 $68.6M
Barclays PLC 0.03% Add +50.3% 1,064,117 $68.6M
Evergreen Quality Fund GP, Ltd. 2.78% New 1,046,300 $67.5M
Robeco Institutional Asset Management B.V. 0.14% Add +64.7% 1,023,320 $66.0M
Point72 Asset Management 0.22% New 1,020,298 $65.8M
a16z Capital Management, L.L.C. 5.59% No change 1,016,697 $65.6M
Deutsche Bank AG 0.03% Add +1.6% 980,250 $63.2M
National Pension Service 0.07% Add +4.8% 954,281 $61.5M
California Public Employees Retirement System 0.04% Add +23.7% 938,403 $60.5M
Bessemer Group Inc. 0.10% Reduce -0.6% 915,944 $59.1M
Ribbit Management Company, LLC 4.10% No change 913,500 $58.9M
Sumitomo Mitsui Financial Group, Inc. 1.82% No change 907,930 $58.6M
Contrarius Investment Management Ltd 3.54% Reduce -0.1% 877,450 $56.6M
California State Teachers Retirement System 0.07% Add +2.9% 876,969 $56.6M
Worldquant Millennium Advisors LLC 0.51% New 869,233 $56.1M
Connor, Clark & Lunn Investment Management Ltd. 0.23% Reduce -37.3% 855,351 $55.2M
Atreides Management 1.77% Reduce -40.8% 842,008 $54.3M
KBC Group NV 0.16% Add +853.4% 818,668 $52.8M
Quadrature Capital Ltd 0.84% Add +111.3% 774,606 $49.9M
T. Rowe Price Associates Inc. 0.01% Add +7.0% 746,357 $48.1M
Wells Fargo & Company 0.01% Reduce -12.8% 730,916 $47.1M
Gladstone Capital Management LLP 4.04% Reduce -38.9% 709,087 $45.7M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -10.8% 691,843 $44.6M
Invesco Ltd. 0.01% Add +3.8% 686,951 $44.3M
Frontier Capital Management Co. LLC 0.44% Add +25.6% 685,238 $44.2M
Royal Bank of Canada 0.01% Reduce -20.0% 674,311 $43.5M
Rhumbline Advisers 0.04% Reduce -0.2% 673,246 $43.4M
Canada Pension Plan Investment Board 0.04% Add +1061.0% 657,667 $42.4M
Walleye Trading LLC 0.82% Reduce -31.8% 647,349 $41.7M
Alphinity Investment Management Pty Ltd 0.29% Add +38.9% 603,517 $38.8M
Think Investments LP 7.55% No change 568,900 $36.7M
Parallax Volatility Advisers, L.P. 1.05% New 562,794 $36.3M
State Board of Administration of Florida Retirement System 0.07% Reduce -3.6% 557,213 $35.9M
SC US (ttgp), LTD. 0.29% No change 556,373 $35.9M
Gilder Gagnon Howe & Co. LLC 0.44% Reduce -0.5% 548,415 $35.4M
LPL Financial LLC 0.02% Add +10.1% 526,501 $34.0M
Bank of Montreal 0.01% Reduce -9.1% 512,283 $33.7M
DekaBank Deutsche Girozentrale 0.06% Reduce -2.7% 527,041 $33.6M
HSBC Holdings PLC 0.02% Add +46.6% 516,813 $33.0M
Natixis Advisors, LLC 0.07% Add +0.0% 510,385 $32.9M
Par Capital Management Inc. 1.02% No change 500,000 $32.2M
Man Group plc 0.09% Add +217.9% 498,965 $32.2M
Carmignac Gestion 0.53% Reduce -48.0% 480,000 $31.0M
Walleye Capital LLC 0.36% Add +562.0% 479,167 $30.9M
Raymond James & Associates 0.02% Reduce -0.1% 470,133 $30.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% — 458,156 $29.4M
Neuberger Berman Group LLC 0.02% Add +38.0% 438,422 $28.3M
Schroder Investment Management Group 0.03% Add +11.4% 437,117 $28.2M
Baron Capital (BAMCO) 0.08% Add +0.1% 430,681 $27.8M
New York State Common Retirement Fund 0.04% Add +1.6% 430,561 $27.8M
Nan Shan Life Insurance Co., Ltd. 0.65% Add +0.9% 424,693 $27.4M
Rockefeller Capital Management L.P. 0.08% Reduce -2.5% 413,491 $26.7M
Susquehanna International Group, LLP 0.05% Reduce -49.3% 408,269 $26.3M
Schonfeld Strategic Advisors LLC 0.20% Reduce -7.9% 403,494 $26.0M
Van Eck Associates Corp. 0.04% Add +40.4% 387,118 $25.0M
Voloridge Investment Management, LLC 0.09% Reduce -49.3% 377,286 $24.3M
Russell Investments Group, Ltd. 0.04% Add +10.5% 369,399 $23.8M
Railway Pension Investments Ltd 0.27% No change 354,123 $22.8M
Ardmore Road Asset Management LP 3.48% Add +483.3% 350,000 $22.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +15.3% 348,099 $22.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.23% Add +46.3% 349,855 $22.4M
Susquehanna Portfolio Strategies, LLC 0.92% No change 346,286 $22.3M
State of Wisconsin Investment Board 0.06% Add +5.8% 338,977 $21.9M
Citigroup Inc. 0.02% Reduce -0.2% 338,109 $21.8M
Public Employees Retirement Association of Colorado 0.09% Reduce -0.6% 337,927 $21.8M
SIH Partners, LLLP 21.01% Add +68.6% 337,149 $21.7M
Tidal Investments LLC 0.30% Add +18.4% 334,939 $21.6M
CANADA LIFE ASSURANCE Co 0.04% Add +9.1% 328,618 $21.2M
Kayne Anderson Rudnick Investment Management LLC 0.05% Reduce -4.6% 305,263 $19.7M
Steadview Capital Management LLC 6.27% Reduce -4.8% 289,526 $18.7M
Korea Investment CORP 0.04% Reduce -15.5% 273,934 $17.7M
Los Angeles Capital Management LLC 0.06% Add +6.5% 272,311 $17.6M
Skandinaviska Enskilda Banken AB (publ) 0.08% Reduce -5.3% 271,289 $17.5M
Allspring Global Investments Holdings, LLC 0.03% Reduce -10.7% 270,777 $17.5M
Storebrand Asset Management As 0.06% Reduce -28.0% 268,252 $17.3M
Commonwealth Equity Services, LLC 0.03% Reduce -10.6% 267,008 $17.2M
Envestnet Asset Management Inc. 0.01% Add +5.4% 266,067 $17.2M
Erste Asset Management GmbH 0.23% Reduce -25.4% 264,360 $17.0M
Asset Management One Co., Ltd. 0.06% Add +23.7% 256,173 $16.5M
First Trust Advisors LP 0.02% Reduce -57.7% 252,790 $16.3M
Public Employees Retirement System of Ohio 0.06% Add +0.3% 247,954 $16.0M
Alliancebernstein L.P. 0.01% Add +1.9% 247,580 $16.0M
Alberta Investment Management Corp 0.18% Reduce -3.4% 246,601 $15.9M
Avory & Company, LLC 11.03% Reduce -4.6% 243,029 $15.7M
Treasurer of the State of North Carolina 0.07% Reduce -1.9% 241,783 $15.6M
State of Michigan Retirement System 0.08% No change 241,246 $15.6M
Arrowstreet Capital, Limited Partnership 0.01% Add +693.0% 241,016 $15.5M
Nomura Asset Management Co. Ltd. 0.05% Add +11.0% 238,965 $15.4M
Trexquant Investment LP 0.23% New 234,605 $15.1M
Cinctive Capital Management LP 0.81% New 233,371 $15.1M
Tudor Investment Corporation 0.16% New 227,511 $14.7M
Aquatic Capital Management LLC 0.53% New 223,600 $14.4M
Danske Bank A/S 0.05% Reduce -4.8% 223,478 $14.4M
Royal London Asset Management Ltd. 0.04% Add +2.4% 218,839 $14.1M
Deepwater Asset Management, LLC 5.10% Add +11.1% 217,916 $14.1M
Mn Services Vermogensbeheer B.V. 0.10% Reduce -2.8% 217,500 $14.0M
Advisors Asset Management, Inc. 0.27% Add +1.7% 216,877 $14.0M
Penserra Capital Management LLC 0.18% Reduce -13.6% 215,088 $13.9M
Two Sigma Investments, LP 0.03% Reduce -88.3% 214,006 $13.8M
Pictet Asset Management Holding SA 0.02% Add +0.8% 212,196 $13.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +7.4% 211,785 $13.7M
Cresset Asset Management, LLC 0.06% Reduce -67.5% 208,977 $13.5M
GTS Securities LLC 0.28% Add +218.4% 208,419 $13.4M
Blair William & Co. 0.04% Reduce -7.2% 206,462 $13.3M
State of New Jersey Common Pension Fund D 0.06% Reduce -34.8% 206,065 $13.3M
Massachusetts Financial Services Co. 0.00% Reduce -0.8% 199,859 $12.9M
HighTower Advisors, LLC 0.02% Reduce -8.2% 199,872 $12.9M
Mane Global Capital Management LP 0.90% Reduce -59.3% 199,403 $12.9M
Macquarie Group Ltd. 0.01% Add +31.1% 198,614 $12.8M
Federated Hermes, Inc. 0.03% Add +1.8% 196,456 $12.7M
Assenagon Asset Management S.A. 0.03% Reduce -44.1% 194,281 $12.5M
OMERS ADMINISTRATION Corp 0.12% Add +17.8% 192,401 $12.4M
Twin Tree Management, LP 0.36% Add +8.8% 190,657 $12.3M
Sei Investments Co. 0.02% Add +2.9% 182,606 $11.8M
Stifel Financial Corp. 0.01% Add +29.8% 180,395 $11.6M
Vestmark Advisory Solutions, Inc. 0.48% Reduce -36.1% 177,851 $11.5M
Varma Mutual Pension Insurance Co 0.09% Reduce -4.2% 176,625 $11.4M
Victory Capital Management Inc. 0.01% Add +8.0% 176,478 $11.4M
Scge Management, L.P. 0.22% Reduce -80.9% 173,728 $11.2M
Cubist Systematic Strategies, LLC 0.19% Add +522.6% 172,658 $11.1M
Aberdeen Group plc 0.02% Reduce -11.5% 171,975 $11.1M
Vontobel Holding Ltd. 0.04% Add +8.9% 170,995 $11.0M
Andra AP-fonden 0.18% Add +414.2% 170,700 $11.0M
Titan Global Capital Management USA LLC 1.72% New 167,709 $10.8M
Resona Asset Management Co.,Ltd. 0.06% Reduce -6.5% 167,057 $10.8M
Handelsbanken Fonder AB 0.05% Add +7.8% 165,595 $10.7M
Arizona State Retirement System 0.07% Add +1.3% 160,950 $10.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.3% 145,895 $9.4M
Biondo Investment Advisors, LLC 1.39% Add +1.3% 145,569 $9.4M
Truist Financial Corp. 0.01% Add +0.8% 145,038 $9.4M
TD Asset Management Inc 0.01% Add +1.0% 139,574 $9.0M
AQR Capital Management 0.01% Reduce -41.5% 138,370 $8.8M
Group One Trading LLC 0.27% Reduce -14.6% 131,832 $8.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.26% Add +0.2% 131,444 $8.5M
Aviva PLC 0.02% Reduce -37.5% 131,194 $8.5M
BI Asset Management Fondsmaeglerselskab A/S 0.14% Add +573.9% 131,098 $8.5M
Sora Investors LLC 1.49% Add +13.6% 125,000 $8.1M
Osaic Holdings, Inc. 0.02% Reduce -60.1% 123,333 $8.0M
Cibc World Market Inc. 0.02% Reduce -12.9% 121,886 $7.9M
Polar Asset Management Partners Inc. 0.31% Reduce -4.5% 121,800 $7.9M
Achmea Investment Management B.V. 0.14% Add +1.7% 121,223 $7.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.09% — 117,237 $7.6M
Coronation Fund Managers Ltd. 0.43% New 116,798 $7.5M
IMC-Chicago, LLC 0.24% New 114,569 $7.4M
Graham Capital Management, L.P. 0.46% Reduce -34.3% 112,764 $7.3M
Ensign Peak Advisors, Inc 0.01% Reduce -1.3% 112,344 $7.2M
Federation des caisses Desjardins du Quebec 0.04% Add +11.4% 110,177 $7.1M
Azora Capital LP 0.41% New 109,809 $7.1M
Bayesian Capital Management, LP 0.80% New 108,808 $7.0M
IFM Investors Pty Ltd 0.07% Reduce -2.2% 108,787 $7.0M
Ieq Capital, LLC 0.09% Add +179.4% 108,697 $7.0M
St Germain D J Co. Inc. 0.33% Add +0.4% 107,177 $6.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +60.9% 106,325 $6.9M
USS Investment Management Ltd 0.05% Add +1.8% 106,090 $6.8M
Maytus Capital Management, LLC 2.42% Add +55.6% 105,000 $6.8M
QRG Capital Management, Inc. 0.08% Add +2.7% 104,306 $6.7M
Consolidated Press International Holdings Ltd. 0.84% Add +20.4% 103,907 $6.7M
Forsta Ap-Fonden 0.06% Reduce -8.7% 103,900 $6.7M
Mackenzie Financial Corp. 0.01% Reduce -5.2% 103,828 $6.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +3.5% 101,057 $6.5M
Daiwa Securities Group Inc. 0.04% Reduce -20.6% 100,770 $6.5M
Cetera Investment Advisers 0.01% Reduce -5.0% 99,416 $6.4M
Nomura Holdings Inc. 0.04% Add +11.2% 95,136 $6.1M
Gateway Investment Advisers LLC 0.07% Add +250.3% 92,630 $6.0M
Utah Retirement Systems 0.07% Reduce -4.4% 91,508 $5.9M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -24.2% 91,401 $5.9M
BIT Capital GmbH 0.53% Add +29.0% 90,005 $5.8M
Verition Fund Management LLC 0.05% Add +191.4% 89,171 $5.8M
DNB Asset Management AS 0.03% Add +6.4% 88,960 $5.7M
Teachers Retirement System of the State of Kentucky 0.05% New 87,088 $5.6M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -87.2% 87,187 $5.5M
GMO 0.02% New 85,389 $5.5M
Hartline Investment Corp./ 0.74% New 84,818 $5.5M
Campbell Capital Management Inc. 2.32% Add +82.7% 83,610 $5.4M
Nisa Investment Advisors, LLC 0.03% No change 78,950 $5.1M
Nippon Life Global Investors Americas, Inc. 0.22% Reduce -30.1% 77,510 $5.0M
Leonteq Securities AG 0.69% Add +46.7% 77,387 $5.0M
Capital Markets Trading UK LLP 3.54% Add +1711.7% 74,716 $4.8M
Prudential Financial Inc. 0.01% Reduce -83.7% 74,645 $4.8M
PDT Partners, LLC 0.45% Reduce -10.1% 73,180 $4.7M
Invenomic Capital Management LP 0.25% New 72,917 $4.7M
Investment House LLC 0.27% Reduce -23.8% 72,663 $4.7M
MML Investors Services, LLC 0.02% Add +4.4% 70,477 $4.5M
Interval Partners, LP 0.13% Add +601.4% 70,142 $4.5M
Allianz Asset Management GmbH 0.01% Reduce -69.2% 70,072 $4.5M
Xponance LLC 0.05% Add +3.9% 69,475 $4.5M
Maven Securities LTD 0.70% Add +143.0% 69,257 $4.5M
Brown Advisory Inc. 0.01% Reduce -4.3% 67,665 $4.4M
Intech Investment Management LLC 0.05% Reduce -65.7% 67,316 $4.3M
APG Asset Management N.V. 0.01% Add +180.5% 71,333 $4.3M
Creative Planning 0.00% Reduce -4.8% 66,409 $4.3M
Lane Generational LLC 5.07% Reduce -2.6% 66,408 $4.3M
Great Valley Advisor Group, Inc. 0.12% Reduce -30.3% 65,311 $4.2M
Moloney Securities Asset Management, LLC 0.61% Reduce -6.7% 65,305 $4.2M
Toronto Dominion Bank 0.01% Add +11.7% 64,637 $4.2M
Pathstone Holdings, LLC 0.02% Reduce -0.7% 64,591 $4.2M
Nissay Asset Management Corp. /Japan 0.03% Reduce -64.0% 64,506 $4.2M
Kestra Advisory Services, LLC 0.02% Reduce -3.7% 62,218 $4.0M
Baird Financial Group, Inc. 0.01% Reduce -23.6% 61,413 $4.0M
CastleKnight Management LP 0.55% Add +204.0% 61,400 $4.0M
SG Americas Securities, LLC 0.02% Reduce -69.9% 59,125 $3.8M
Mercer Global Advisors Inc. 0.01% Add +2.9% 57,947 $3.7M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -2.4% 57,554 $3.7M
SP Asset Management LLC 0.34% Reduce -0.7% 57,197 $3.7M
Caprock Group, LLC 0.15% Add +1831.5% 57,191 $3.7M
Optas, LLC 0.94% Add +0.1% 56,852 $3.7M
Atria Investments, Inc 0.05% Reduce -3.8% 56,736 $3.7M
Carroll Investors, Inc 2.56% Reduce -53.3% 56,869 $3.7M
Mariner, LLC 0.01% Reduce -0.3% 56,556 $3.6M
Sanctuary Advisors, LLC 0.03% — 48,773 $3.6M
US Bancorp \de 0.00% Reduce -8.5% 56,131 $3.6M
Jefferies Financial Group Inc. 0.07% Add +21.8% 54,161 $3.5M
Campbell & CO Investment Adviser LLC 0.29% New 53,740 $3.5M
Janus Henderson Group PLC 0.00% Reduce -5.0% 53,678 $3.5M
CMT Capital Markets Trading GmbH 0.98% New 53,323 $3.4M
Left Brain Wealth Management, LLC 1.56% Add +2.5% 51,936 $3.3M
Elo Mutual Pension Insurance Co 0.08% Add +0.5% 50,834 $3.3M
Panagora Asset Management Inc. 0.02% Reduce -5.8% 50,698 $3.3M
Yarbrough Capital, LLC 0.13% No change 50,325 $3.2M
Eagle Asset Management Inc. 0.02% Add +8.0% 50,720 $3.2M
Quantinno Capital Management LP 0.06% Add +37.0% 49,660 $3.2M
Old Well Partners, LLC 3.74% Add +16.0% 49,200 $3.2M
Gsa Capital Partners LLP 0.22% Add +203.8% 48,988 $3.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +66.8% 48,164 $3.1M
Engineers Gate Manager LP 0.07% Add +1395.0% 48,079 $3.1M
Benjamin F. Edwards & Company, Inc. 0.05% Add +2189.9% 47,974 $3.1M
SpiderRock Advisors, LLC 0.08% Reduce -0.1% 47,789 $3.1M
Banco Santander, S.A. 0.04% Add +2.3% 47,455 $3.1M
NINE MASTS CAPITAL Ltd 1.37% Reduce -7.4% 47,126 $3.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -0.1% 46,965 $3.0M
SeaBridge Investment Advisors LLC 0.77% Add +10.2% 45,805 $3.0M
PEAK6 Investments LLC 0.14% New 45,730 $2.9M
Gulf International Bank (UK) Ltd 0.07% No change 45,002 $2.9M
Exchange Traded Concepts, LLC 0.07% Reduce -41.1% 44,915 $2.9M
Vident Advisory, LLC 0.08% Add +13.4% 44,671 $2.9M
Principal Financial Group Inc. 0.00% Reduce -11.4% 44,331 $2.9M
Parkwood LLC 0.35% Reduce -1.4% 44,067 $2.8M
Janney Montgomery Scott LLC 0.01% Reduce -49.7% 43,412 $2.8M
Maryland State Retirement & Pension System 0.05% No change 43,283 $2.8M
Manufacturers Life Insurance Company, The 0.00% Add +4.3% 43,465 $2.8M
Two Sigma Advisers, LP 0.01% Reduce -98.2% 42,900 $2.8M
Wealthfront Advisers LLC 0.01% Reduce -2.4% 41,824 $2.7M
Torque Asset Management LLC 1.36% No change 40,920 $2.6M
J. Safra Sarasin Holding AG 0.05% — 40,738 $2.6M
Pursue Wealth Partners LLC 1.42% No change 40,406 $2.6M
Chicago Capital, LLC 0.08% Reduce -2.0% 40,310 $2.6M
Nordea Investment Management AB 0.00% Add +5.2% 40,862 $2.6M
Meeder Asset Management Inc. 0.18% Add +44464.4% 40,108 $2.6M
Qsemble Capital Management, LP 0.49% Add +628.4% 39,940 $2.6M
MBB Public Markets I LLC 0.05% New 39,880 $2.6M
Tybourne Capital Management (hk) Ltd. 0.52% Add +54.5% 39,718 $2.6M
Comerica Bank 0.01% Reduce -7.7% 39,673 $2.6M
Centiva Capital, LP 0.12% Add +143.3% 39,628 $2.6M
Yoder Wealth Management, Inc. 1.65% No change 39,543 $2.6M
Palisade Capital Management, LP 0.08% No change 38,954 $2.5M
Tocqueville Asset Management L.P. 0.04% Reduce -3.4% 37,912 $2.4M
Swedbank AB 0.00% Add +12.8% 37,885 $2.4M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -7.6% 37,629 $2.4M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.92% Reduce -5.5% 37,400 $2.4M
National Bank of Canada 0.00% Add +32.4% 37,395 $2.4M
Old Mission Capital LLC 0.06% Add +96.9% 36,369 $2.3M
ClariVest Asset Management LLC 0.23% Reduce -1.3% 35,532 $2.3M
CenterBook Partners LP 0.14% New 33,870 $2.2M
Mizuho Markets Cayman LP 10.04% Reduce -63.2% 33,625 $2.2M
Amalgamated Bank 0.02% Reduce -0.8% 33,436 $2.2M
McGuire Investment Group, LLC 0.31% Reduce -2.5% 33,171 $2.1M
Martin Capital Advisors, LLP 1.60% Reduce -0.6% 33,107 $2.1M
Private Advisor Group, LLC 0.01% Reduce -0.1% 33,035 $2.1M
Two Sigma Securities, LLC 0.10% Reduce -81.6% 32,996 $2.1M
Longitude (Cayman) Ltd. 3.25% Add +39.1% 32,000 $2.1M
Ethic Inc. 0.05% Reduce -10.4% 31,702 $2.0M
Holocene Advisors, LP 0.01% New 31,687 $2.0M
Arkadios Wealth Advisors 0.14% Reduce -2.7% 31,426 $2.0M
PNC Financial Services Group, Inc. 0.00% Reduce -1.2% 31,158 $2.0M
Teza Capital Management LLC 0.25% New 31,025 $2.0M
M&T Bank Corp 0.01% Add +7.3% 30,353 $2.0M
Cerity Partners LLC 0.01% Reduce -15.6% 30,037 $1.9M
Avantax Advisory Services, Inc. 0.01% Add +36.9% 30,019 $1.9M
Cibc World Markets Corp. 0.01% Add +32.1% 29,936 $1.9M
Abn Amro Investment Solutions 0.03% Add +22.0% 29,473 $1.9M
Pearl River Capital, LLC 0.30% New 29,433 $1.9M
Equitable Holdings, Inc. 0.02% Add +9.2% 29,225 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -37.7% 29,187 $1.9M
Prana Capital Management, LP 0.09% Add +20.3% 29,028 $1.9M
Candriam S.C.A. 0.01% Reduce -4.1% 28,897 $1.9M
Point72 Hong Kong Ltd 0.11% Reduce -46.8% 28,195 $1.8M
Sherbrooke Park Advisers LLC 0.32% Add +993.9% 28,015 $1.8M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -5.8% 27,707 $1.8M
Clare Market Investments LLC 0.50% Reduce -12.2% 27,585 $1.8M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -9.3% 27,636 $1.8M
Natixis 0.01% Reduce -6.3% 27,143 $1.8M
GFG Capital, LLC 0.47% Add +5.6% 26,893 $1.7M
O'shaughnessy Asset Management, LLC 0.02% Add +3.7% 26,496 $1.7M
Drive Wealth Management, LLC 0.46% Add +2.8% 26,368 $1.7M
River Global Investors LLP 0.46% Add +18.5% 26,027 $1.7M
Bank of Nova Scotia 0.00% Reduce -14.5% 25,817 $1.7M
Wasatch Advisors LP 0.01% Add +24.6% 25,739 $1.7M
SRN Advisors, LLC 1.38% Add +25.6% 25,716 $1.7M
Independent Financial Group, LLC 0.07% Reduce -8.8% 25,455 $1.6M
Richard P Slaughter Associates Inc 0.39% Reduce -4.1% 25,448 $1.6M
Corient Private Wealth LP 0.00% Reduce -11.0% 25,363 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.4% 25,342 $1.6M
Harbour Investments, Inc. 0.06% Reduce -6.3% 25,296 $1.6M
Swiss Life Asset Management Ltd 0.02% Reduce -6.8% 25,082 $1.6M
Lombard Odier Asset Management (Europe) Ltd 0.11% Reduce -32.0% 25,000 $1.6M
SWS Partners 0.48% Add +1.4% 24,781 $1.6M
Credit Agricole S A 0.01% Add +176.4% 24,748 $1.6M
Kestra Private Wealth Services, LLC 0.03% Add +21.3% 23,895 $1.5M
Motley Fool Asset Management LLC 0.10% Add +32.1% 24,105 $1.5M
Marex Group Ltd 0.04% Reduce -11.4% 23,336 $1.5M
Institute for Wealth Management, LLC. 0.20% Add +1.9% 23,138 $1.5M
CTC LLC 0.11% New 23,130 $1.5M
Empowered Funds, LLC 0.03% Add +11.4% 23,121 $1.5M
Shelton Capital Management 0.04% No change 23,000 $1.5M
Weinberger Asset Management, Inc 0.69% Add +0.4% 22,645 $1.5M
Evanson Asset Management, LLC 0.11% No change 22,536 $1.5M
Stephens Inc. 0.02% Reduce -17.2% 22,417 $1.4M
Captrust Financial Advisors 0.00% Reduce -15.3% 22,332 $1.4M
Nebula Research & Development LLC 0.23% New 21,980 $1.4M
Procyon Advisors, LLC 0.10% Reduce -1.6% 21,963 $1.4M
Atria Wealth Solutions, Inc. 0.02% Add +34.1% 21,779 $1.4M
Cornercap Investment Counsel Inc. 0.23% Reduce -1.4% 21,445 $1.4M
Zweig-DiMenna Associates LLC 0.16% Reduce -29.5% 21,350 $1.4M
Douglass Winthrop Advisors, LLC 0.03% Add +28.5% 21,235 $1.4M
Employees Retirement System of Texas 0.01% New 21,058 $1.4M
Ghe, LLC 0.54% Reduce -0.5% 20,886 $1.3M
MetLife Investment Management, LLC 0.01% Add +8.2% 20,821 $1.3M
Royal Fund Management, LLC 0.18% Reduce -25.2% 20,739 $1.3M
Moran Wealth Management, LLC 0.04% Add +26.6% 20,718 $1.3M
Vinva Investment Management Ltd 0.07% Reduce -30.2% 20,935 $1.3M
Legal Advantage Investments, Inc. 0.76% Reduce -0.2% 20,560 $1.3M
Alamar Capital Management, LLC 0.80% — 20,403 $1.3M
Old Mission Investment Co LLC 0.42% Add +0.7% 20,149 $1.3M
Townsquare Capital LLC 0.02% Add +19.1% 20,125 $1.3M
Advent Capital Management 2.31% Reduce -9.1% 20,000 $1.3M
Sepio Capital, LP 0.12% Reduce -3.0% 19,983 $1.3M
Griffin Asset Management, Inc. 0.15% Add +276.3% 19,530 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Add +10.2% 19,358 $1.2M
Dag Ventures, LLC 15.26% No change 19,113 $1.2M
Semanteon Capital Management, LP 0.87% New 18,982 $1.2M
ExodusPoint Capital Management, LP 0.01% Add +1.9% 18,868 $1.2M
CIBC Asset Management Inc 0.00% Add +7.4% 18,855 $1.2M
AXS Investments LLC 0.34% Add +21.3% 18,850 $1.2M
Raymond James Trust N.A. 0.03% Add +5.3% 18,759 $1.2M
Bouvel Investment Partners, LLC 0.45% Add +0.0% 18,041 $1.2M
AlphaStar Capital Management, LLC 0.11% New 17,753 $1.1M
Bridgewater Associates 0.01% No change 17,540 $1.1M
HUB Investment Partners, LLC 0.05% Reduce -15.0% 17,485 $1.1M
Bank of New Hampshire 0.29% Add +3.8% 17,394 $1.1M
Rathbones Group PLC 0.01% Reduce -2.7% 17,356 $1.1M
DB Fitzpatrick & Co, Inc 1.04% Reduce -0.5% 17,348 $1.1M
New Century Financial Group, LLC 0.47% Add +28.4% 17,026 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +7.9% 16,806 $1.1M
BNP Paribas 0.05% Reduce -30.8% 16,752 $1.1M
J. Stern & Co. LLP 0.13% Add +427.1% 16,445 $1.1M
Accurate Wealth Management, LLC 0.25% Add +53.5% 14,694 $1.1M
Audent Global Asset Management, LLC 1.10% Reduce -9.5% 16,393 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -7.0% 16,389 $1.1M
Garrison Point Advisors, LLC 0.69% Add +0.3% 16,318 $1.1M
Pitcairn Co. 0.06% Add +3.4% 16,151 $1.0M
PFG Investments, LLC 0.07% Reduce -7.2% 16,118 $1.0M
Wedbush Securities Inc. 0.04% Reduce -28.4% 16,094 $1.0M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -42.4% 14,381 $1.0M
Lombard Odier Asset Management (Switzerland) SA 0.10% Reduce -20.0% 15,991 $1.0M
STRS Ohio 0.00% Add +57.4% 15,705 $1.0M
XY Capital Ltd 1.15% Reduce -81.2% 15,686 $1.0M
Cwm, LLC 0.00% Add +4.8% 15,580 $1.0M
Aviance Capital Partners, LLC 0.14% Add +54.8% 15,573 $1.0M
Plato Investment Management Ltd 0.09% Add +6.8% 15,531 $1.0M
SeaCrest Wealth Management, LLC 0.11% Reduce -2.0% 15,366 $991K
Intellectus Partners, LLC 0.27% Reduce -36.0% 15,304 $987K
Hohimer Wealth Management, LLC 0.23% New 15,253 $984K
Burney Co./ 0.04% Reduce -2.6% 15,156 $977K
Avitas Wealth Management LLC 0.14% Reduce -0.6% 15,090 $973K
Alps Advisors Inc. 0.01% Add +12.3% 15,005 $968K
Hunting Hill Global Capital, LLC 0.48% No change 14,959 $965K
Dantai Capital Ltd 1.08% Reduce -48.3% 14,915 $962K
Titleist Asset Management, LLC 0.14% Reduce -1.9% 14,823 $956K
Shelton Wealth Management, LLC 0.56% New 14,645 $944K
Red Spruce Capital, LLC 0.43% Add +0.2% 14,523 $937K
Compagnie Lombard Odier SCmA 0.02% Reduce -2.9% 14,431 $931K
SteelPeak Wealth, LLC 0.04% Add +11.4% 14,363 $926K
HB Wealth Management, LLC 0.01% Reduce -0.9% 14,178 $914K
Brown Brothers Harriman & Co. 0.01% Add +54.5% 14,168 $914K
Twin Capital Management Inc. 0.11% Add +1.1% 13,822 $891K
Atom Investors LP 0.09% New 13,796 $890K
Harvest Portfolios Group Inc. 0.03% Reduce -25.4% 13,784 $889K
Axxcess Wealth Management, LLC 0.02% Reduce -3.0% 13,709 $884K
Ninepoint Partners LP 0.09% No change 13,695 $883K
Sigma Planning Corp 0.03% Reduce -4.1% 13,678 $882K
Stratos Wealth Partners, LTD. 0.01% Add +11.8% 13,443 $867K
Alpha DNA Investment Management LLC 0.49% Add +39.4% 13,324 $859K
NewEdge Advisors, LLC 0.01% Add +100.3% 13,294 $857K
Flagship Harbor Advisors, LLC 0.05% Reduce -15.2% 13,225 $853K
Guardian Capital Advisors LP 0.09% Add +33.2% 13,230 $851K
Boomfish Wealth Group, LLC 0.55% Add +8.3% 13,111 $846K
Transatlantique Private Wealth LLC 0.34% Add +16.7% 12,994 $838K
D.A. Davidson & Co. 0.01% Add +1.1% 12,986 $837K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -7.9% 12,732 $821K
UniSuper Management Pty Ltd 0.01% Add +62.8% 12,700 $819K
Convergence Investment Partners, LLC 0.23% New 12,463 $804K
Secure Asset Management, LLC 0.15% Add +254.8% 12,448 $803K
Fortis Capital Advisors, LLC 0.29% Add +190.2% 12,375 $798K
Belpointe Asset Management LLC 0.06% Add +190.2% 12,375 $798K
Arete Wealth Advisors, LLC 0.07% Add +3.5% 12,400 $797K
Investment Management Corp of Ontario 0.02% Add +38.0% 12,348 $796K
&partners 0.03% Add +39.0% 12,009 $774K
Integrated Advisors Network LLC 0.04% Add +3.1% 11,970 $772K
Fisher Asset Management 0.00% Reduce -5.8% 11,798 $761K
Oppenheimer & Co. Inc. 0.01% Add +11.4% 11,607 $749K
Virtus Advisers, LLC 0.37% New 11,571 $746K
One Wealth Management Investment & Advisory Services, LLC 0.30% Add +0.3% 11,530 $744K
Bahl & Gaynor LLC 0.00% Reduce -0.0% 11,400 $735K
Dynamic Technology Lab Private Ltd 0.08% New 11,330 $731K
Gotham Asset Management 0.01% Reduce -31.2% 11,293 $728K
Vestcor Inc 0.02% Reduce -64.3% 11,089 $715K
Interchange Capital Partners, LLC 0.26% Reduce -1.5% 11,025 $711K
Focus Financial Network, Inc. 0.03% Add +1.5% 9,886 $710K
National Philanthropic Trust 0.01% No change 11,006 $710K
Eisler Capital (US) LLC 0.13% New 10,962 $707K
Acorn Financial Advisory Services Inc. 0.13% Reduce -8.0% 10,928 $705K
Teacher Retirement System of Texas 0.00% Reduce -23.4% 10,793 $696K
Stratos Wealth Advisors, LLC 0.03% Reduce -3.2% 10,573 $682K
Realta Investment Advisors 0.13% Reduce -18.3% 10,346 $667K
MUFG Securities EMEA plc 0.03% Reduce -8.9% 10,322 $666K
Advisory Services Network, LLC 0.01% Add +0.4% 10,291 $664K
CIBC Private Wealth Group LLC 0.00% Reduce -2.2% 10,322 $663K
Perigon Wealth Management, LLC 0.02% Add +5.1% 10,122 $653K
Gilbert & Cook, Inc. 0.09% Reduce -4.2% 10,053 $648K
Ossiam 0.01% Add +3.7% 10,029 $647K
Harbert Fund Advisors, LLC 0.52% Reduce -34.4% 10,000 $645K
AXA S.A. 0.00% Add +4.6% 9,950 $642K
Eisler Capital (UK) Ltd. 0.21% New 9,935 $641K
TD Waterhouse Canada Inc. 0.01% Add +6.0% 10,017 $639K
Balyasny Asset Management L.P. 0.00% New 9,912 $639K
LCNB Corp. 0.24% No change 9,785 $631K
Foundations Investment Advisors, LLC 0.02% Reduce -28.5% 9,778 $631K
Quadcap Wealth Management, LLC 0.11% Add +8.4% 9,691 $625K
Envestnet Portfolio Solutions, Inc. 0.00% Add +36.3% 9,468 $611K
Composition Wealth, LLC 0.01% Add +6.7% 9,335 $602K
Maverick Capital 0.01% New 9,302 $600K
Snowden Capital Advisors LLC 0.02% Reduce -16.0% 9,300 $600K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -0.5% 9,287 $599K
Wealthcare Advisory Partners LLC 0.02% Reduce -12.8% 9,255 $597K
Park Avenue Securities LLC 0.01% Reduce -0.8% 9,221 $595K
Profit Investment Management, LLC 0.37% Add +8.4% 9,164 $591K
IHT Wealth Management, LLC 0.02% Add +2.8% 9,152 $590K
Jamison Private Wealth Management, Inc. 0.10% Add +1.9% 8,973 $579K
Commerce Bank 0.00% Reduce -2.1% 8,945 $577K
Insigneo Advisory Services, LLC 0.06% Reduce -26.0% 9,910 $567K
Savant Capital, LLC 0.01% Reduce -59.0% 8,732 $563K
Agf Management Ltd. 0.00% No change 8,729 $563K
Prudential PLC 0.00% No change 8,708 $562K
Spark Investment Management LLC 3.36% No change 8,700 $561K
Compound Planning, Inc. 0.04% Add +6.8% 8,691 $560K
Apollon Wealth Management, LLC 0.02% Reduce -0.7% 8,619 $556K
Synovus Financial Corp. 0.01% Add +1.1% 8,581 $553K
Prosperity Wealth Management, Inc. 0.27% Add +73.5% 8,515 $549K
Wolverine Trading, LLC 0.01% Reduce -90.4% 8,457 $545K
Sunbelt Securities, Inc. 0.06% Add +9.8% 8,407 $542K
Key Client Fiduciary Advisors, LLC 0.27% Add +9.9% 8,382 $541K
KRS Capital Management, LLC 0.39% Add +48.7% 8,157 $526K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.06% Add +137.0% 8,140 $525K
Prospera Financial Services Inc 0.01% Reduce -5.6% 8,115 $523K
United Capital Financial Advisors, LLC 0.00% Reduce -9.9% 8,115 $523K
Pittenger & Anderson Inc. 0.02% No change 8,100 $522K
AlphaQuest LLC 0.07% Add +1307.8% 8,095 $522K
CFM Wealth Partners LLC 0.10% Reduce -3.1% 8,060 $520K
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.0% 8,024 $517K
Clarity Capital Partners LLC 0.32% Reduce -73.0% 7,997 $516K
Mgo One Seven LLC 0.02% Reduce -10.9% 7,945 $512K
Jasper Ridge Partners, L.P. 0.02% No change 7,927 $511K
Metis Global Partners, LLC 0.02% Reduce -1.5% 7,896 $509K
Yousif Capital Management, LLC 0.01% Add +0.1% 7,859 $507K
Signaturefd, LLC 0.01% Reduce -8.8% 7,857 $507K
First Trust Direct Indexing L.P. 0.03% Reduce -22.8% 7,813 $504K
DAVENPORT & Co LLC 0.00% Reduce -14.5% 7,751 $500K
Nations Financial Group Inc, /Ia/ 0.04% Add +0.9% 7,599 $490K
NewEdge Wealth, LLC 0.01% Reduce -14.3% 7,544 $487K
Avior Wealth Management, LLC 0.02% Add +39.1% 7,537 $486K
Rakuten Investment Management, Inc. 0.00% Add +59.4% 7,636 $484K
Algert Global LLC 0.02% New 7,493 $483K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -4.5% 7,469 $482K
Prairie Wealth Advisors, Inc. 0.24% Reduce -15.8% 7,423 $479K
Banque Pictet & Cie SA 0.00% No change 7,400 $477K
Angeles Investment Advisors, LLC 0.02% Add +2.4% 7,377 $476K
Independent Advisor Alliance 0.02% Reduce -9.2% 7,375 $476K
Knollwood Investment Advisory, LLC 0.05% New 7,306 $471K
Rf&l Wealth Management, LLC 0.36% No change 7,275 $469K
Meeder Advisory Services, Inc. 0.03% Add +48.2% 7,266 $469K
Sequoia Financial Advisors, LLC 0.01% Reduce -5.8% 7,233 $466K
Wilmington Savings Fund Society, FSB 0.02% Reduce -2.0% 7,165 $462K
Corton Capital Inc. 0.24% Add +13.7% 7,149 $461K
Scotia Capital Inc. 0.00% Reduce -5.7% 7,144 $461K
Corebridge Financial, Inc. 0.00% — 7,131 $460K
Oak Thistle LLC 0.34% New 7,039 $454K
Forum Financial Management, LP 0.01% Add +6.0% 7,010 $452K
BTC Capital Management, Inc. 0.04% Add +19.4% 7,006 $452K
Brighton Jones LLC 0.01% Add +189.9% 7,002 $452K
Game Creek Capital, LP 0.25% New 7,000 $451K
Catalyst Funds Management Pty Ltd 0.12% New 7,000 $451K
Globeflex Capital L P 0.05% Add +37.4% 6,984 $450K
Fox Run Management, L.L.C. 0.08% Reduce -44.3% 6,958 $449K
Acadian Asset Management LLC 0.00% New 6,880 $443K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -2.1% 6,868 $443K
Financial Advocates Investment Management 0.03% Reduce -14.9% 6,779 $437K
Harbor Capital Advisors, Inc. 0.03% Add +8.8% 6,772 $437K
Tran Capital Management, L.P. 0.05% No change 6,768 $436K
Malaga Cove Capital, LLC 0.18% Add +54.8% 6,693 $432K
Choreo, LLC 0.01% New 6,712 $429K
Crossmark Global Holdings, Inc. 0.01% No change 6,620 $426K
Bleakley Financial Group, LLC 0.01% Reduce -2.0% 6,487 $418K
Simplicity Wealth,LLC 0.01% Reduce -2.0% 6,482 $418K
Regal Investment Advisors LLC 0.03% Reduce -19.4% 6,474 $418K
Olympiad Research LP 0.31% New 6,443 $416K
Orion Porfolio Solutions, LLC 0.00% Reduce -44.5% 6,370 $411K
Orion Portfolio Solutions, LLC 0.00% Reduce -44.5% 6,370 $411K
Prelude Capital Management, LLC 0.03% New 6,335 $409K
Nilsine Partners, LLC 0.05% Reduce -4.2% 6,329 $408K
Barings LLC 0.01% New 6,287 $405K
NorthRock Partners, LLC 0.02% Add +2.6% 6,256 $403K
Moors & Cabot, Inc. 0.02% Reduce -12.8% 6,253 $403K
Concurrent Investment Advisors, LLC 0.01% Add +58.1% 6,189 $399K
White Knight Strategic Wealth Advisors, LLC 0.40% Add +4.0% 6,174 $398K
Dark Forest Capital Management LP 0.07% New 6,160 $397K
Sandy Spring Bank 0.02% No change 6,114 $394K
Moser Wealth Advisors, LLC 0.21% Add +1.1% 6,112 $394K
Octavia Wealth Advisors, LLC 0.05% Reduce -13.3% 6,075 $392K
JB Capital LLC 0.02% Add +2.1% 6,073 $392K
Occudo Quantitative Strategies LP 0.07% New 5,921 $382K
Dynamic Advisor Solutions LLC 0.01% Reduce -4.0% 5,859 $378K
Cigna Investments Inc. 0.07% Reduce -1.1% 5,855 $377K
Doliver Advisors, LP 0.10% New 5,816 $375K
WealthPlan Investment Management, LLC 0.06% Reduce -10.9% 5,791 $373K
OneDigital Investment Advisors LLC 0.00% Add +17.5% 5,780 $373K
Geneos Wealth Management Inc. 0.02% Reduce -1.1% 5,778 $373K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -1.9% 5,762 $372K
IFP Advisors, Inc 0.01% Reduce -12.4% 5,760 $371K
Ballentine Partners, LLC 0.01% Add +2.7% 5,759 $371K
Meiji Yasuda Life Insurance Co 0.01% Reduce -21.5% 5,723 $369K
Principal Securities, Inc. 0.01% Reduce -9.8% 5,711 $368K
Pitti Group Wealth Management, LLC 0.40% Add +6.8% 4,739 $367K
Rakuten Securities, Inc. 0.16% Add +66.4% 5,679 $366K
Viawealth, LLC 0.23% Reduce -4.6% 5,667 $365K
Boothbay Fund Management, LLC 0.01% New 5,648 $364K
Sweet Financial Partners, LLC 0.08% No change 5,611 $362K
Cim Investment Management Inc. 0.11% Reduce -0.9% 5,580 $360K
Cravens & Co Advisors, LLC 0.26% Add +7.0% 5,511 $355K
Ellevest, Inc. 0.02% Reduce -8.5% 5,504 $355K
Capital Investment Advisory Services, LLC 0.04% Reduce -35.1% 5,491 $354K
Atlas Capital Advisors Inc. 0.05% No change 5,487 $354K
Tempus Wealth Planning, LLC 0.15% Add +5.1% 5,403 $348K
Chicago Partners Investment Group LLC 0.01% Add +19.6% 5,785 $348K
Westfield Capital Management Co. LP 0.00% Add +25.9% 5,390 $348K
Keudell/Morrison Wealth Management 0.10% No change 5,284 $341K
Gallagher Fiduciary Advisors, LLC 0.07% Add +3.8% 5,155 $332K
Siemens Fonds Invest GmbH 0.02% Add +9.0% 5,115 $330K
Element Pointe Advisors, LLC 0.08% No change 5,093 $328K
IPG Investment Advisors LLC 0.07% New 5,077 $327K
Wesbanco Bank Inc. 0.01% Reduce -0.7% 5,052 $326K
Freestone Capital Holdings, LLC 0.01% Reduce -2.9% 5,050 $326K
American Assets Investment Management, LLC 0.03% No change 5,000 $322K
Aaron Wealth Advisors LLC 0.04% Add +2.5% 4,954 $319K
Lazari Capital Management, Inc. 0.14% Reduce -4.6% 4,937 $318K
Premier Path Wealth Partners, LLC 0.05% Reduce -1.2% 4,932 $318K
Hoylecohen, LLC 0.02% Reduce -20.7% 4,895 $316K
MAI Capital Management 0.00% Add +1.6% 4,878 $315K
Sanders Morris Harris LLC 0.05% No change 4,870 $314K
Western Wealth Management, LLC 0.02% Reduce -2.1% 4,842 $312K
Edgestream Partners, L.P. 0.01% Add +37.6% 4,833 $312K
CAP Partners, LLC 0.25% Add +1.3% 4,827 $311K
SVB Wealth LLC 0.01% Reduce -2.8% 4,821 $311K
Lido Advisors, LLC 0.00% Reduce -2.2% 4,801 $310K
Prime Capital Investment Advisors, LLC 0.00% Reduce -47.5% 4,801 $310K
Azzad Asset Management Inc. 0.04% Reduce -15.0% 4,780 $308K
Salem Investment Counselors Inc. 0.01% Reduce -8.7% 4,726 $305K
Certuity, LLC 0.02% Reduce -93.9% 4,695 $303K
Lazard Asset Management LLC 0.00% Reduce -23.3% 4,679 $300K
One River Asset Management, LLC 0.16% New 4,620 $298K
Addison Capital Co 0.13% Reduce -3.5% 4,591 $296K
Baker Tilly Wealth Management, LLC 0.12% Reduce -27.5% 4,581 $295K
LBMC Investment Advisors, LLC 0.03% No change 4,542 $293K
Nicholas Investment Partners, LP 0.03% Reduce -61.0% 4,503 $290K
Jones Financial Companies LLLP 0.00% Add +231.1% 4,500 $290K
Blueshift Asset Management, LLC 0.10% Reduce -36.0% 4,473 $288K
Berger Financial Group, Inc 0.02% Reduce -28.6% 4,465 $288K
Bright Futures Wealth Management, LLC. 0.16% Reduce -3.3% 4,758 $287K
Carson Advisory Inc. 0.20% Reduce -10.1% 4,440 $286K
Global Retirement Partners, LLC 0.01% Add +34.1% 4,440 $286K
Mutual Advisors, LLC 0.01% Reduce -30.8% 4,581 $278K
Wedmont Private Capital 0.02% Add +3.3% 4,018 $276K
Conway Capital Management, Inc. 0.14% No change 4,270 $275K
Security Benefit Life Insurance Co. 0.09% No change 4,245 $274K
Robertson Stephens Wealth Management, LLC 0.01% Add +5.2% 4,234 $273K
Y.D. More Investments Ltd 0.03% Add +1.4% 4,233 $273K
Bradley Foster & Sargent Inc. 0.00% No change 4,174 $269K
SOL Capital Management CO 0.03% Reduce -29.5% 4,175 $269K
Ashton Thomas Securities, LLC 0.06% — 4,163 $269K
Monterey Private Wealth, Inc. 0.10% Add +2.6% 4,149 $268K
Bluesphere Advisors LLC 0.14% No change 4,146 $267K
Ascentis Independent Advisors 0.06% — 4,141 $267K
Cardiff Park Advisors, LLC 0.03% Reduce -10.8% 4,134 $267K
Simmons Bank 0.02% Add +4.5% 4,126 $266K
State of Alaska, Department of Revenue 0.00% New 4,130 $266K
Cutter & CO Brokerage, Inc. 0.06% No change 4,115 $265K
Avidian Wealth Enterprises, LLC 0.01% Add +0.9% 4,115 $265K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +0.1% 4,111 $265K
Beacon Pointe Advisors, LLC 0.00% Reduce -40.1% 4,092 $264K
CenterStar Asset Management, LLC 0.39% Add +58.8% 4,045 $261K
XTX Topco Ltd 0.02% Reduce -49.7% 4,038 $260K
Greenleaf Trust 0.00% Reduce -2.2% 4,020 $259K
Covenant Asset Management, LLC 0.06% Reduce -12.0% 4,015 $259K
MCF Advisors LLC 0.02% Reduce -0.1% 3,998 $258K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -3.0% 3,983 $257K
Chaney Capital Management, Inc. 0.17% New 3,970 $256K
EP Wealth Advisors, LLC 0.00% Add +7.0% 3,897 $251K
WP Advisors, LLC 0.08% Reduce -4.9% 3,890 $251K
White Pine Investment CO 0.07% Reduce -3.2% 3,810 $246K
Great Diamond Partners, LLC 0.06% Reduce -1.1% 3,805 $245K
AE Wealth Management LLC 0.00% Add +9.3% 3,780 $244K
Syon Capital LLC 0.02% Add +0.2% 3,769 $243K
Ausdal Financial Partners, Inc. 0.03% Reduce -30.6% 3,766 $243K
Patriot Financial Group Insurance Agency, LLC 0.04% New 3,733 $241K
Valeo Financial Advisors, LLC 0.01% Reduce -1.6% 3,721 $240K
Frank, Rimerman Advisors LLC 0.02% New 3,698 $238K
Empower Advisory Group, LLC 0.00% Reduce -15.6% 3,688 $238K
Sompo Asset Management Co., Ltd. 0.04% No change 3,680 $237K
Parallel Advisors, LLC 0.01% Reduce -5.7% 3,670 $237K
Westpac Banking Corp. 0.02% Add +76.6% 3,618 $233K
Harbor Investment Advisory, LLC 0.02% Add +0.1% 3,614 $233K
Transcend Capital Advisors, LLC 0.02% Reduce -4.4% 3,614 $233K
Portside Wealth Group, LLC 0.04% Add +3.7% 3,604 $232K
Capstone Investment Advisors, LLC 0.01% Reduce -52.2% 3,604 $232K
Westwood Wealth Management 0.09% Reduce -21.9% 3,560 $230K
Avestar Capital, LLC 0.03% Reduce -2.5% 3,559 $230K
Legacy Financial Advisors, Inc. 0.04% Add +7.0% 3,557 $229K
Libra Wealth LLC 0.10% No change 3,554 $229K
Wealth Management Partners, LLC 0.11% Reduce -7.3% 3,544 $229K
Meridian Wealth Advisors, LLC 0.04% No change 3,539 $228K
Tobam 0.04% Add +130.1% 3,468 $224K
Altrafin AG 0.08% Reduce -54.8% 3,470 $224K
Kingsview Wealth Management, LLC 0.01% Reduce -4.1% 3,467 $224K
Kensington Investment Counsel, LLC 0.10% New 3,431 $221K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -10.6% 3,429 $221K
RMR Wealth Builders 0.03% Add +27.7% 3,391 $219K
Smith, Moore & Co. 0.02% Reduce -0.9% 3,365 $217K
HighPoint Advisor Group LLC 0.01% Reduce -2.0% 3,565 $214K
Citizens Financial Group Inc. 0.00% New 3,277 $211K
Jaffetilchin Investment Partners, LLC 0.02% Add +1.0% 3,269 $211K
Personal Cfo Solutions, LLC 0.03% Add +0.7% 3,261 $210K
Cidel Asset Management Inc. 0.02% No change 3,246 $209K
Everhart Financial Group, Inc. 0.05% Add +15.3% 3,241 $209K
Sicart Associates LLC 0.08% Reduce -17.8% 3,230 $208K
Sivia Capital Partners, LLC 0.14% New 3,220 $208K
Symmetry Partners, LLC 0.01% No change 3,187 $206K
Perennial Investment Advisors, LLC 0.03% Reduce -3.1% 3,172 $205K
Vise Technologies, Inc. 0.04% Add +11.1% 3,134 $202K
Kovack Advisors, Inc. 0.02% Reduce -7.0% 3,117 $201K
Fifth Third Wealth Advisors LLC 0.02% New 3,107 $200K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,100 $200K
Farther Finance Advisors, LLC 0.01% Add +9.7% 3,057 $195K
UMB Bank, n.a. 0.00% Reduce -47.2% 2,908 $188K
Point72 Asia (Singapore) Pte. Ltd. 0.04% New 2,898 $187K
FPC Investment Advisory, Inc. 0.17% No change 2,600 $187K
CI Investments Inc. 0.00% Add +21.6% 2,885 $186K
Blue Trust, Inc. 0.00% Add +2230.1% 2,167 $183K
Allworth Financial LP 0.00% Reduce -26.6% 2,644 $180K
NFSG Corp 0.07% Reduce -24.6% 2,760 $178K
Fairman Group, LLC 0.18% No change 2,753 $178K
Tyler-Stone Wealth Management 0.07% Reduce -1.0% 2,720 $175K
EMC Capital Management 0.10% Reduce -27.0% 2,700 $174K
Global Trust Asset Management, LLC 0.07% No change 2,615 $169K
Mizuho Securities Co. Ltd. 0.39% Reduce -74.1% 2,570 $166K
Lindbrook Capital, LLC 0.01% Reduce -0.8% 2,438 $157K
Pension & Wealth Management Advisors, Inc. 0.09% Add +1.1% 2,380 $154K
Clearstead Advisors, LLC 0.00% Add +6.9% 2,339 $151K
Kozak & Associates, Inc. 0.04% No change 2,330 $150K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -27.2% 2,319 $150K
Financial Perspectives, Inc 0.05% No change 2,300 $148K
Delta Accumulation, LLC 0.80% No change 2,225 $143K
Mather Group, Llc. 0.00% Add +272.5% 1,680 $142K
First Horizon Advisors, Inc. 0.00% Reduce -11.8% 2,184 $141K
Covestor Ltd 0.09% Add +615.9% 2,076 $134K
Concourse Financial Group Securities, Inc. 0.01% Add +312.8% 2,072 $134K
Icon Wealth Advisors, LLC 0.01% Add +10.2% 2,117 $131K
Huntington National Bank 0.00% Add +61.5% 2,020 $130K
Bokf, NA 0.00% Reduce -9.6% 1,993 $129K
Whittier Trust Co. of Nevada Inc. 0.00% Add +3.0% 1,875 $121K
Ridgewood Investments LLC 0.06% New 1,869 $121K
Banque Cantonale Vaudoise 0.00% No change 1,800 $116K
TD Private Client Wealth LLC 0.00% Add +24.7% 1,784 $115K
Venturi Wealth Management, LLC 0.01% Add +1.3% 1,777 $115K
Tower Research Capital LLC (TRC) 0.00% Reduce -92.6% 1,702 $110K
Alta Advisers Ltd 0.05% No change 1,700 $110K
EntryPoint Capital, LLC 0.05% New 1,682 $108K
Acropolis Investment Management, LLC 0.01% No change 1,652 $107K
Quarry LP 0.04% Add +713.2% 1,537 $99K
Caz Investments LP 0.14% No change 1,500 $97K
Focused Wealth Management, Inc 0.01% New 1,480 $95K
Spire Wealth Management 0.00% Add +2.6% 1,441 $93K
Coppell Advisory Solutions LLC 0.02% — 1,424 $92K
Whittier Trust Co. 0.00% Reduce -25.3% 1,383 $89K
Private Trust Co. NA 0.01% No change 1,382 $89K
Ostrum Asset Management 0.01% Reduce -75.9% 1,363 $88K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -1.8% 1,187 $87K
Denver PWM, LLC 0.03% New 1,311 $85K
GAMMA Investing LLC 0.01% Add +12.1% 1,265 $82K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,142 $74K
GPS Wealth Strategies Group, LLC 0.01% Add +139.2% 1,129 $73K
Creative Financial Designs Inc. 0.01% Add +6.8% 1,126 $73K
Westside Investment Management, Inc. 0.02% No change 1,114 $72K
AdvisorNet Financial, Inc 0.01% Reduce -59.4% 1,106 $71K
Capital Advisors, Ltd. LLC 0.01% Add +0.1% 1,105 $71K
American National Bank & Trust 0.01% Add +8.9% 1,100 $71K
Benjamin Edwards Inc. 0.01% Reduce -18.6% 1,069 $69K
Larson Financial Group LLC 0.00% Add +65.8% 1,038 $67K
WASHINGTON TRUST Co 0.00% Add +3.0% 1,030 $66K
Ancora Advisors LLC 0.00% Add +64.0% 1,025 $66K
CENTRAL TRUST Co 0.00% Add +21.8% 1,007 $65K
Arax Advisory Partners 0.01% Add +42.7% 1,002 $65K
Summit Securities Group LLC 0.02% Reduce -76.7% 1,000 $64K
City State Bank 0.02% No change 925 $60K
Asset Dedication, LLC 0.00% Add +392.7% 877 $57K
Rosenberg Matthew Hamilton 0.02% No change 830 $53K
Planning Capital Management Corp 0.04% No change 781 $50K
CNB Bank 0.02% No change 746 $48K
Valley National Advisers Inc. 0.01% Reduce -0.8% 759 $48K
LRI Investments, LLC 0.01% Add +85.3% 741 $48K
Institutional & Family Asset Management, LLC 0.01% Add +8.1% 737 $48K
Washington Trust Advisors, Inc. 0.00% Add +6.7% 702 $45K
Marathon Trading Investment Management LLC 0.01% Reduce -87.5% 700 $45K
Unique Wealth Strategies, LLC 0.02% New 525 $44K
Trust Co. of Vermont 0.00% Reduce -2.4% 685 $44K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +6.3% 688 $44K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 700 $44K
Twin Lakes Capital Management, LLC 0.03% No change 679 $44K
Front Row Advisors LLC 0.02% No change 676 $44K
Crewe Advisors LLC 0.00% Reduce -11.8% 675 $44K
City Holding Co. 0.01% Reduce -69.5% 663 $43K
Mizuho Bank, Ltd. 0.01% New 650 $42K
Hexagon Capital Partners LLC 0.01% Add +3.7% 616 $40K
HHM Wealth Advisors, LLC 0.01% No change 593 $38K
Paloma Partners Management Co 0.00% Reduce -94.4% 582 $38K
Continuum Advisory, LLC 0.01% No change 576 $37K
Hobbs Group Advisors, LLC 0.01% — 761 $37K
Quent Capital, LLC 0.00% Reduce -8.0% 542 $35K
EverSource Wealth Advisors, LLC 0.00% Reduce -46.4% 561 $35K
Fifth Third Bancorp 0.00% Reduce -14.9% 512 $33K
Manchester Capital Management LLC 0.00% No change 506 $33K
Smartleaf Asset Management LLC 0.01% Add +450.0% 506 $32K
Addison Advisors LLC 0.01% Reduce -1.6% 497 $32K
PSI Advisors, LLC 0.01% Reduce -6.1% 461 $30K
Creekmur Asset Management LLC 0.01% Reduce -0.9% 459 $30K
First United Bank & Trust 0.01% No change 450 $29K
Sit Investment Associates Inc. 0.00% No change 450 $29K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -54.0% 460 $29K
Nemes Rush Group LLC 0.00% Reduce -16.9% 423 $27K
Lanark Financial, Inc. 0.00% No change 420 $27K
Mowery & Schoenfeld Wealth Management, LLC 0.04% No change 400 $26K
Avion Wealth 0.01% Add +268.8% 402 $25K
Tidemark, LLC 0.01% No change 376 $24K
MassMutual Private Wealth & Trust, FSB 0.00% Add +79.2% 353 $23K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 350 $23K
Riverview Trust Co 0.02% No change 329 $21K
Rothschild Investment LLC 0.00% Add +31.2% 328 $21K
Clearstead Trust, LLC 0.01% No change 325 $21K
Hollencrest Capital Management 0.00% Reduce -78.2% 308 $20K
Parkside Financial Bank & Trust 0.00% Reduce -25.9% 304 $20K
Horizon Financial Services, LLC 0.01% No change 300 $19K
Optimum Investment Advisors 0.01% Reduce -53.9% 300 $19K
Global Financial Private Client, LLC 0.01% No change 300 $19K
True Wealth Design, LLC 0.00% No change 300 $19K
HM Payson & Co. 0.00% No change 300 $19K
Pacific Capital Wealth Advisors, Inc. 0.00% New 293 $19K
Anchor Investment Management, LLC 0.00% Reduce -3.3% 291 $19K
Quadrant Capital Group LLC 0.00% Reduce -52.2% 289 $19K
Register Financial Advisors LLC 0.01% No change 285 $18K
Opal Wealth Advisors, LLC 0.01% New 284 $18K
Mfa Wealth Advisors, LLC 0.00% New 267 $17K
Sound Income Strategies, LLC 0.00% Reduce -8.0% 263 $17K
Versant Capital Management, Inc 0.00% Add +557.9% 250 $16K
McIlrath & Eck, LLC 0.00% No change 250 $16K
New England Capital Financial Advisors LLC 0.01% No change 239 $15K
Capital Analysts, LLC 0.00% No change 226 $15K
Gould Capital, LLC 0.01% Add +53.3% 230 $15K
Deseret Mutual Benefit Administrators 0.01% Add +125.5% 230 $15K
Evermay Wealth Management LLC 0.00% No change 230 $15K
Beacon Capital Management, LLC 0.00% No change 229 $15K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -4.2% 227 $15K
Liberty One Investment Management, LLC 0.00% Reduce -7.1% 222 $14K
Smithfield Trust Co 0.00% No change 220 $14K
Tradewinds Capital Management, LLC 0.00% No change 211 $14K
SouthState Bank Corp 0.00% No change 211 $14K
CBIZ Investment Advisory Services, LLC 0.00% Add +70.0% 204 $13K
Great Lakes Retirement, Inc. 0.00% New 202 $13K
Eagle Bay Advisors LLC 0.01% Reduce -8.3% 200 $13K
Lowe Wealth Advisors, LLC 0.01% Reduce -29.8% 200 $13K
Laffer Tengler Investments, Inc. 0.00% Reduce -2.0% 200 $13K
IAG Wealth Partners, LLC 0.00% No change 200 $13K
Private Ocean, LLC 0.00% New 200 $13K
Country Trust Bank 0.00% No change 200 $13K
Global X Japan Co., Ltd. 0.00% Reduce -12.1% 196 $13K
Strategic Investment Solutions, Inc. 0.00% — 200 $12K
Key Financial Inc 0.00% No change 187 $12K
Albion Financial Group 0.00% No change 185 $12K
Pineridge Advisors LLC 0.00% No change 175 $11K
Family Firm, Inc. 0.00% New 171 $11K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 166 $11K
Cassady Schiller Wealth Management, LLC 0.00% No change 164 $11K
Stephens Consulting, LLC 0.00% New 160 $10K
Lam Group, Inc. 0.01% Add +35.3% 157 $10K
PFS Partners, LLC 0.01% No change 150 $10K
Brown, Lisle/Cummings, Inc. 0.00% New 150 $10K
Fairfield Financial Advisors, LTD 0.00% — 150 $10K
ICA Group Wealth Management, LLC 0.01% Reduce -93.0% 144 $9K
Raffa Wealth Management, LLC 0.00% Add +343.8% 142 $9K
Sachetta, LLC 0.00% Add +23.8% 151 $9K
Transcendent Capital Group LLC 0.01% No change 140 $9K
Financial Connections Group, Inc. 0.00% New 140 $9K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 136 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 136 $9K
Colonial Trust Advisors 0.00% No change 135 $9K
JFS Wealth Advisors, LLC 0.00% Add +81.1% 134 $9K
SJS Investment Consulting Inc. 0.00% No change 132 $9K
Macroview Investment Management LLC 0.01% Add +35.5% 126 $8K
Picton Mahoney Asset Management 0.00% New 132 $8K
Highline Wealth Partners LLC 0.00% Add +2.5% 123 $8K
Janiczek Wealth Management, LLC 0.00% No change 120 $8K
Missouri Trust & Investment Co 0.00% Reduce -7.8% 118 $8K
Tucker Asset Management LLC 0.00% Reduce -18.3% 116 $7K
LFA - Lugano Financial Advisors SA 0.01% No change 115 $7K
Global Wealth Strategies & Associates 0.00% Add +143.5% 112 $7K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 100 $7K
Colonial Trust Co / SC 0.00% Add +7.8% 110 $7K
Blume Capital Management, Inc. 0.00% No change 106 $7K
Hoertkorn Richard Charles 0.00% No change 102 $7K
RE Dickinson Investment Advisors, LLC 0.00% No change 100 $6K
Nordwand Advisors, LLC 0.00% No change 100 $6K
EnRich Financial Partners LLC 0.00% No change 100 $6K
Silicon Valley Capital Partners 0.00% No change 100 $6K
Central Pacific Bank - Trust Division 0.00% No change 100 $6K
Bell Investment Advisors, Inc 0.00% Add +7.6% 99 $6K
Investment Research & Advisory Group, Inc. 0.00% No change 98 $6K
ORG Partners LLC 0.00% Add +607.1% 99 $6K
Archer Investment Corp 0.00% No change 97 $6K
Activest Wealth Management 0.00% Reduce -42.4% 95 $6K
Turim 21 Investimentos Ltda. 0.00% No change 95 $6K
GFS Advisors, LLC 0.00% New 112,670 $6K
PrairieView Partners, LLC 0.00% No change 102 $6K
Cornerstone Planning Group LLC 0.00% Add +183.3% 102 $6K
Toth Financial Advisory Corp. 0.00% No change 90 $6K
Hilltop National Bank 0.00% Add +50.0% 90 $6K
Park Place Capital Corp 0.00% No change 89 $6K
Carolinas Wealth Consulting LLC 0.00% No change 87 $6K
Painted Porch Advisors LLC 0.00% New 85 $5K
Center for Financial Planning, Inc. 0.00% No change 85 $5K
Beaird Harris Wealth Management, LLC 0.00% No change 84 $5K
Assetmark, Inc. 0.00% Add +433.3% 80 $5K
Naples Money Management LLC 0.00% No change 80 $5K
Rise Advisors, LLC 0.00% Reduce -27.5% 79 $5K
Gilliland Jeter Wealth Management LLC 0.00% New 71 $5K
Islay Capital Management, LLC 0.00% No change 70 $5K
Clean Yield Group 0.00% No change 70 $5K
Foster Dykema Cabot & Partners, LLC 0.00% New 66 $4K
REAP Financial Group, LLC 0.00% Add +1525.0% 65 $4K
Zions Bancorporation, N.A. 0.00% Reduce -35.8% 61 $4K
Gradient Investments LLC 0.00% Add +11.1% 60 $4K
Financial Network Wealth Advisors LLC 0.00% New 59 $4K
Stone House Investment Management, LLC 0.00% Reduce -80.9% 59 $4K
Caitlin John, LLC 0.00% Reduce -82.9% 50 $3K
Lynx Investment Advisory 0.00% — 50 $3K
Barrett & Company, Inc. 0.00% No change 50 $3K
Kelly Financial Services LLC 0.00% No change 50 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $3K
Hoey Investments, Inc. 0.00% Reduce -83.6% 50 $3K
Bfsg, LLC 0.00% No change 50 $3K
Caldwell Trust Co 0.00% Reduce -27.5% 50 $3K
Game Plan Financial Advisors, LLC 0.00% New 50 $3K
Heritage Wealth Advisors 0.00% No change 49 $3K
JNBA Financial Advisors 0.00% No change 47 $3K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -68.8% 50 $3K
MV Capital Management, Inc. 0.00% Reduce -38.7% 46 $3K
Wetzel Investment Advisors, Inc. 0.00% No change 35 $3K
WR Wealth Planners, LLC 0.00% Reduce -29.7% 45 $3K
Glen Eagle Advisors, LLC 0.00% Add +50.0% 45 $3K
Bruce G. Allen Investments, LLC 0.00% No change 43 $3K
Atticus Wealth Management, LLC 0.00% No change 42 $3K
C M Bidwell & Associates Ltd. 0.00% No change 41 $3K
Redwood Wealth Management Group, LLC 0.00% New 40 $3K
Cedar Wealth Management, LLC 0.00% No change 40 $3K
Grove Bank & Trust 0.00% No change 38 $2K
Montag A & Associates Inc. 0.00% No change 37 $2K
RFP Financial Group LLC 0.00% Add +2.9% 36 $2K
Bellevue Asset Management, LLC 0.00% No change 36 $2K
Belmont Capital, LLC 0.00% No change 34 $2K
Hartford Financial Management Inc. 0.00% Reduce -27.9% 31 $2K
Wolff Wiese Magana LLC 0.00% No change 30 $2K
Legacy Bridge, LLC 0.00% New 30 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $2K
West Paces Advisors Inc. 0.00% New 30 $2K
Tacita Capital Inc 0.00% No change 28 $2K
Carmichael Hill & Associates, Inc. 0.00% No change 26 $2K
CVA Family Office, LLC 0.00% Reduce -64.9% 26 $2K
Concord Wealth Partners 0.00% No change 26 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +23.8% 26 $2K
Abound Wealth Management 0.00% No change 25 $2K
Armstrong Advisory Group, Inc. 0.00% No change 25 $2K
CGC Financial Services, LLC 0.00% No change 25 $2K
Olistico Wealth, LLC 0.00% New 24 $2K
Gen-Wealth Partners Inc 0.00% No change 24 $2K
Robbins Farley 0.00% Add +340.0% 22 $1K
Triad Wealth Partners, LLC 0.00% New 22 $1K
Abich Financial Wealth Management LLC 0.00% Reduce -82.9% 20 $1K
Aspire Private Capital, LLC 0.00% No change 17 $1K
GW&K Investment Management, LLC 0.00% No change 19 $1K
Prestige Wealth Management Group LLC 0.00% Reduce -90.9% 15 $968
Robinswood Financial LLC 0.00% New 15 $967
Citizens National Bank Trust Department 0.00% No change 15 $967
Tompkins Financial Corp. 0.00% No change 15 $967
VitalStone Financial, LLC 0.00% Reduce -30.0% 14 $903
GHP Investment Advisors, Inc. 0.00% No change 14 $903
SWAN Capital LLC 0.00% New 12 $774
Raleigh Capital Management Inc. 0.00% New 11 $715
Riggs Asset Managment Co. Inc. 0.00% Reduce -87.1% 11 $710
Kimelman & Baird, LLC 0.00% — 11 $710
TFC Financial Management, Inc. 0.00% No change 11 $710
PayPay Securities Corp 0.05% Add +42.9% 10 $645
Berkshire Capital Holdings Inc. 0.00% Reduce -100.0% 10 $645
Mendota Financial Group, LLC 0.00% No change 10 $645
Private Wealth Management Group, LLC 0.00% No change 10 $645
Investors Research Corp 0.00% No change 10 $645
Wiser Advisor Group LLC 0.00% No change 8 $516
SRH Advisors, LLC 0.00% No change 8 $516
Thompson Investment Management, Inc. 0.00% No change 8 $516
Moisand Fitzgerald Tamayo, LLC 0.00% No change 8 $516
Bogart Wealth, LLC 0.00% Reduce -95.1% 8 $516
FinTrust Capital Advisors, LLC 0.00% New 7 $452
Pacific Center for Financial Services 0.00% No change 5 $323
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $323
SOA Wealth Advisors, LLC. 0.00% Reduce -94.6% 5 $322
New Millennium Group LLC 0.00% New 4 $258
GS Investments, Inc. 0.00% No change 4 $258
Baldwin Wealth Partners LLC 0.00% New 4 $258
Proffitt & Goodson Inc. 0.00% New 1 $65
AllSquare Wealth Management LLC 0.00% No change 1 $64
Core Alternative Capital 0.00% No change 1 $64
Legend Financial Advisors, Inc. 0.00% New 1 $64
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $64
McClarren Financial Advisors, Inc. 0.00% Reduce -78.1% 128 $37
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.