BlockXYZ

13F holders, Q3 2024 (September 30)
989holders −12
104new positions
112sold out
15famous investors
$67.18avg. 13F price*

At the end of Q3 2024, 989 institutions reported holding Block Inc. (XYZ) in their 13F filings, down 12 from Q2 2024. 104 opened new positions and 112 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.1B) and FMR LLC ($1.5B). 15 famous investors held it, including Cathie Wood (4.1% of ARK Investment Management's portfolio), Stephen Mandel (3.8% of Lone Pine Capital's portfolio) and Daniel Sundheim (2.1% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions104$422.0M
Exits112$213.9M

All 13F filers, Q2 2024 → Q3 2024: 30,058,873 shares bought and 32,302,808 shares sold, net −2,243,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 989 holders

Vanguard Group Inc. 0.06% Add +16.1% 52,878,651 $3.5B
BlackRock, Inc. 0.04% — 30,809,529 $2.1B
FMR LLC 0.09% Add +10.3% 23,018,140 $1.5B
Morgan Stanley 0.08% Reduce -8.8% 16,404,044 $1.1B
JPMorgan Chase & Co. 0.09% Add +8.8% 15,888,096 $1.1B
State Street Corp. 0.03% Add +0.6% 11,924,545 $800.5M
Sands Capital Management, LLC 2.29% Reduce -2.5% 11,227,844 $753.7M
Baillie Gifford & Co. 0.51% Add +1.5% 10,233,102 $686.9M
Geode Capital Management, LLC 0.05% Add +1.6% 8,690,075 $581.9M
Sumitomo Mitsui Trust Group, Inc. 0.37% Reduce -10.3% 7,882,071 $529.1M
Loomis Sayles & Co. L P 0.69% Reduce -3.1% 7,820,783 $525.0M
Lone Pine Capital 3.84% No change 7,670,523 $514.9M
Norges Bank 0.06% Reduce -14.3% 6,650,250 $446.4M
ARK Investment Management 4.07% Reduce -20.1% 6,625,470 $444.8M
Ameriprise Financial Inc. 0.11% Add +34.6% 6,603,187 $443.3M
Amova Asset Management Americas, Inc. 5.00% Reduce -12.3% 6,578,232 $441.6M
Wellington Management Group LLP 0.06% Add +3.3% 5,463,788 $366.8M
American Century Companies Inc. 0.20% Add +14.5% 5,200,650 $349.1M
Nuveen Asset Management, LLC 0.08% Add +16.8% 4,365,202 $293.0M
Bank of America Corp. 0.03% Add +3.0% 4,307,218 $289.1M
Bank of New York Mellon Corp 0.05% Reduce -3.3% 4,135,729 $277.6M
Capital World Investors 0.04% Add +0.1% 3,923,043 $263.4M
Dragoneer Investment Group, LLC 3.94% No change 3,373,167 $226.4M
Voya Investment Management LLC 0.26% Add +16.0% 3,173,603 $213.0M
HMI Capital Management, L.P. 8.25% No change 2,969,816 $199.4M
Bares Capital Management, Inc. 18.05% Reduce -25.5% 2,953,234 $198.3M
Northern Trust Corp. 0.03% Reduce -5.4% 2,862,591 $192.2M
Hyperion Asset Management Ltd 7.24% Add +5.3% 2,812,649 $188.8M
Legal & General Group Plc 0.05% Reduce -4.4% 2,784,616 $186.9M
Contour Asset Management LLC 6.14% Add +9.2% 2,771,022 $186.0M
Franklin Resources Inc. 0.05% Add +0.5% 2,411,112 $172.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -0.5% 2,409,979 $161.8M
Charles Schwab Investment Management Inc. 0.03% Add +2.1% 2,202,388 $147.8M
Dimensional Fund Advisors LP 0.04% Add +0.7% 2,171,707 $145.8M
Amundi 0.05% Reduce -51.4% 2,054,741 $140.2M
UBS Group AG 0.04% Add +0.8% 2,081,304 $139.7M
Clearbridge Investments, LLC 0.10% Add +6.0% 1,825,335 $122.5M
Massachusetts Financial Services Co. 0.03% Add +770.0% 1,738,708 $116.7M
Qube Research & Technologies Ltd 0.21% Reduce -23.7% 1,729,334 $116.1M
Southpoint Capital Advisors LP 2.70% New 1,700,000 $114.1M
Swiss National Bank 0.07% Add +0.5% 1,651,886 $110.9M
D1 Capital Partners 2.12% Reduce -10.9% 1,632,342 $109.6M
Alkeon Capital Management LLC 0.58% No change 1,566,200 $105.1M
Point72 Asset Management 0.36% Add +48.0% 1,509,819 $101.4M
Capital Fund Management S.A. 1.03% Reduce -24.9% 1,375,537 $92.3M
Carmignac Gestion 1.50% Add +177.9% 1,334,000 $89.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% Add +0.9% 1,318,267 $88.5M
Goldman Sachs Group Inc. 0.02% Reduce -6.1% 1,278,778 $85.8M
Kodai Capital Management LP 1.69% Reduce -15.3% 1,210,085 $81.2M
D. E. Shaw & Co. 0.11% Reduce -48.4% 1,202,384 $80.7M
Millennium Management 0.07% Reduce -64.8% 1,135,089 $76.2M
National Pension Service 0.07% Add +13.5% 1,083,113 $72.7M
Barclays PLC 0.03% Add +0.1% 1,064,823 $71.5M
Silicon Valley Community Foundation 3.01% No change 1,064,435 $71.5M
Evergreen Quality Fund GP, Ltd. 3.56% No change 1,046,300 $70.2M
a16z Capital Management, L.L.C. 6.00% No change 1,016,697 $68.3M
Ribbit Management Company, LLC 4.50% Add +9.6% 1,001,500 $67.2M
SC US (ttgp), LTD. 0.49% Add +78.1% 990,778 $66.5M
Deutsche Bank AG 0.03% Add +0.6% 986,343 $66.2M
California Public Employees Retirement System 0.04% Reduce -0.2% 936,345 $62.9M
Bessemer Group Inc. 0.10% Add +2.0% 934,710 $62.7M
Invesco Ltd. 0.01% Add +33.7% 918,279 $61.6M
Sumitomo Mitsui Financial Group, Inc. 1.37% No change 907,930 $60.9M
Contrarius Investment Management Ltd 3.37% Add +0.5% 882,071 $59.2M
California State Teachers Retirement System 0.07% Reduce -0.2% 874,990 $58.7M
Renaissance Technologies 0.09% New 874,900 $58.7M
Frontier Capital Management Co. LLC 0.54% Add +24.7% 854,501 $57.4M
T. Rowe Price Associates Inc. 0.01% Add +12.2% 837,569 $56.2M
Twinbeech Capital LP 1.07% New 837,132 $56.2M
Alphinity Investment Management Pty Ltd 0.32% Add +35.9% 820,082 $54.8M
Robeco Institutional Asset Management B.V. 0.10% Reduce -28.5% 731,337 $49.1M
BNP Paribas Financial Markets 0.05% Reduce -42.4% 721,631 $48.4M
Walleye Capital LLC 0.57% Add +49.7% 717,479 $48.2M
Royal Bank of Canada 0.01% Add +1.4% 683,787 $45.9M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -3.1% 670,536 $45.0M
Rhumbline Advisers 0.04% Reduce -0.6% 669,145 $44.9M
Wells Fargo & Company 0.01% Reduce -10.6% 653,430 $43.9M
Susquehanna International Group, LLP 0.07% Add +38.1% 564,043 $37.9M
Bank of Montreal 0.02% Add +8.8% 557,205 $37.3M
State Board of Administration of Florida Retirement System 0.07% Reduce -0.7% 553,433 $37.2M
Gilder Gagnon Howe & Co. LLC 0.44% Reduce -0.7% 544,402 $36.5M
DekaBank Deutsche Girozentrale 0.07% Add +2.7% 541,204 $36.0M
LPL Financial LLC 0.02% Reduce -1.8% 516,888 $34.7M
HSBC Holdings PLC 0.02% Reduce -0.7% 513,386 $34.5M
Walleye Trading LLC 0.83% Reduce -20.9% 511,725 $34.4M
Jane Street Group, LLC 0.06% Reduce -82.8% 511,658 $34.3M
Natixis Advisors, LLC 0.07% Add +0.2% 511,361 $34.3M
Azora Capital LP 1.83% Add +358.4% 503,402 $33.8M
Par Capital Management Inc. 0.95% No change 500,000 $33.6M
Blair William & Co. 0.10% Add +138.3% 491,982 $33.0M
Raymond James & Associates 0.02% Add +1.9% 479,171 $32.2M
Schroder Investment Management Group 0.03% Add +5.2% 459,776 $30.9M
Baron Capital (BAMCO) 0.08% Add +6.3% 457,751 $30.7M
Canada Pension Plan Investment Board 0.03% Reduce -30.5% 456,895 $30.7M
Vontobel Holding Ltd. 0.10% Add +165.2% 453,545 $30.4M
Van Eck Associates Corp. 0.04% Add +8.1% 418,522 $29.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Reduce -5.1% 434,797 $29.2M
Squarepoint Ops LLC 0.10% New 431,139 $28.9M
Nan Shan Life Insurance Co., Ltd. 0.67% No change 424,693 $28.5M
Neuberger Berman Group LLC 0.02% Reduce -5.5% 414,138 $27.8M
Woodson Capital Management, LP 5.93% New 406,007 $27.3M
Bridgewater Associates 0.15% Add +2156.0% 395,697 $26.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +9.8% 382,232 $25.7M
Fred Alger Management, LLC 0.12% New 374,994 $25.2M
Russell Investments Group, Ltd. 0.04% Add +0.2% 370,004 $24.8M
Tidal Investments LLC 0.27% Add +9.2% 365,633 $24.5M
New York State Common Retirement Fund 0.03% Reduce -17.1% 356,981 $24.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.24% Add +1.4% 354,927 $23.8M
Railway Pension Investments Ltd 0.28% No change 354,123 $23.8M
Susquehanna Portfolio Strategies, LLC 1.59% No change 346,286 $23.2M
GMO 0.07% Add +303.1% 344,219 $23.1M
State of Wisconsin Investment Board 0.06% Reduce -0.1% 338,739 $22.7M
Public Employees Retirement Association of Colorado 0.09% Add +0.0% 337,985 $22.7M
CANADA LIFE ASSURANCE Co 0.04% Add +0.8% 331,245 $22.3M
Citigroup Inc. 0.02% Reduce -1.9% 331,502 $22.3M
Federated Hermes, Inc. 0.05% Add +62.2% 318,689 $21.4M
Alliancebernstein L.P. 0.01% Add +22.4% 303,131 $20.3M
Rockefeller Capital Management L.P. 0.05% Reduce -27.1% 301,397 $20.2M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -1.8% 299,899 $20.1M
Envestnet Asset Management Inc. 0.01% Add +12.6% 299,523 $20.1M
Asset Management One Co., Ltd. 0.07% Add +15.9% 296,947 $19.9M
Gladstone Capital Management LLP 1.64% Reduce -59.1% 289,871 $19.5M
Andra AP-fonden 0.28% Add +65.7% 282,900 $19.0M
Los Angeles Capital Management LLC 0.08% Add +1.7% 276,836 $18.6M
SIH Partners, LLLP 11.04% Reduce -18.7% 274,117 $18.4M
Alberta Investment Management Corp 0.17% Add +10.7% 273,001 $18.3M
Macquarie Group Ltd. 0.02% Add +36.3% 270,758 $18.2M
Erste Asset Management GmbH 0.21% No change 264,360 $17.7M
Avory & Company, LLC 10.67% Add +7.9% 262,190 $17.6M
Commonwealth Equity Services, LLC 0.03% Reduce -4.7% 254,521 $17.1M
Nomura Asset Management Co. Ltd. 0.05% Add +6.2% 253,787 $17.0M
Storebrand Asset Management As 0.05% Reduce -9.5% 242,769 $16.3M
Treasurer of the State of North Carolina 0.07% Add +0.4% 242,773 $16.3M
Korea Investment CORP 0.04% Reduce -11.8% 241,672 $16.2M
State of Michigan Retirement System 0.08% No change 241,246 $16.2M
Public Employees Retirement System of Ohio 0.07% Reduce -3.1% 240,188 $16.1M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -4.8% 229,439 $15.4M
Royal London Asset Management Ltd. 0.04% Add +3.9% 227,325 $15.3M
Worldquant Millennium Advisors LLC 0.11% Reduce -74.2% 224,707 $15.1M
Danske Bank A/S 0.05% Add +0.5% 224,578 $15.1M
Penserra Capital Management LLC 0.32% Add +2.8% 221,083 $14.8M
Deepwater Asset Management, LLC 5.14% Add +0.1% 218,177 $14.6M
Advisors Asset Management, Inc. 0.27% Add +0.2% 217,390 $14.6M
Parallax Volatility Advisers, L.P. 0.44% Reduce -61.8% 215,177 $14.4M
Pictet Asset Management Holding SA 0.02% Add +1.2% 214,823 $14.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +1.1% 214,217 $14.4M
Mn Services Vermogensbeheer B.V. 0.10% Reduce -2.4% 212,200 $14.2M
HighTower Advisors, LLC 0.02% Add +6.2% 212,282 $14.2M
Sei Investments Co. 0.02% Add +14.9% 209,784 $14.1M
State of New Jersey Common Pension Fund D 0.06% No change 206,065 $13.8M
Cresset Asset Management, LLC 0.05% Reduce -1.4% 206,005 $13.8M
AQR Capital Management 0.02% Add +46.4% 202,635 $13.6M
Long Walk Management LP 5.63% New 202,500 $13.6M
Ardmore Road Asset Management LP 1.73% Reduce -42.9% 200,000 $13.4M
Regal Partners Ltd 1.19% New 200,000 $13.4M
OMERS ADMINISTRATION Corp 0.12% Add +2.9% 198,001 $13.3M
Victory Capital Management Inc. 0.01% Add +11.6% 196,987 $13.2M
Quadrature Capital Ltd 0.29% Reduce -75.2% 192,068 $12.9M
Varma Mutual Pension Insurance Co 0.10% Reduce -4.4% 168,825 $12.2M
Aberdeen Group plc 0.02% Add +5.5% 181,462 $12.2M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Reduce -79.0% 179,242 $12.0M
Steadview Capital Management LLC 3.69% Reduce -38.3% 178,526 $12.0M
Engineers Gate Manager LP 0.23% Add +264.8% 175,413 $11.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +17.3% 171,136 $11.5M
Handelsbanken Fonder AB 0.04% Add +1.1% 167,491 $11.2M
Resona Asset Management Co.,Ltd. 0.06% Reduce -1.0% 165,427 $11.1M
Titan Global Capital Management USA LLC 1.70% Reduce -3.1% 162,526 $10.9M
Arizona State Retirement System 0.07% Reduce -0.9% 159,550 $10.7M
Polar Capital Holdings Plc 0.05% New 154,924 $10.4M
Ion Asset Management Ltd. 0.66% New 150,000 $10.1M
Biondo Investment Advisors, LLC 1.36% Add +1.7% 148,039 $9.9M
Stifel Financial Corp. 0.01% Reduce -19.7% 144,841 $9.7M
TD Asset Management Inc 0.01% Add +2.4% 142,857 $9.6M
BI Asset Management Fondsmaeglerselskab A/S 0.17% Add +8.4% 142,086 $9.5M
Group One Trading LLC 0.37% Add +6.5% 140,384 $9.4M
IMC-Chicago, LLC 0.27% Add +20.9% 138,473 $9.3M
Think Investments LP 1.72% Reduce -77.0% 130,800 $8.8M
Truist Financial Corp. 0.01% Reduce -11.1% 128,959 $8.7M
Vestmark Advisory Solutions, Inc. 0.31% Reduce -29.2% 125,905 $8.5M
Citadel Advisors 0.01% Reduce -90.2% 125,265 $8.4M
Cibc World Market Inc. 0.02% Add +1.5% 123,723 $8.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% — 123,037 $8.3M
GTS Securities LLC 0.16% Reduce -43.1% 118,620 $8.0M
Forsta Ap-Fonden 0.06% Add +11.6% 115,900 $7.8M
Osaic Holdings, Inc. 0.02% Reduce -7.3% 114,351 $7.7M
Federation des caisses Desjardins du Quebec 0.04% Add +3.8% 114,335 $7.7M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -58.0% 113,991 $7.7M
IFM Investors Pty Ltd 0.07% Add +0.5% 109,276 $7.3M
Ieq Capital, LLC 0.09% Add +0.4% 109,171 $7.3M
Cubist Systematic Strategies, LLC 0.11% Reduce -36.9% 108,929 $7.3M
St Germain D J Co. Inc. 0.33% Reduce -0.3% 106,914 $7.2M
USS Investment Management Ltd 0.05% Add +0.3% 106,426 $7.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +16.2% 106,237 $7.1M
KBC Group NV 0.02% Reduce -87.1% 105,918 $7.1M
QRG Capital Management, Inc. 0.08% Reduce -0.2% 104,071 $7.0M
Consolidated Press International Holdings Ltd. 1.09% No change 103,907 $7.0M
Evoke Wealth, LLC 0.19% New 103,858 $7.0M
Teachers Retirement System of the State of Kentucky 0.06% Add +17.8% 102,588 $6.9M
Graham Capital Management, L.P. 0.35% Reduce -13.3% 97,726 $6.6M
Osborne Partners Capital Management, LLC 0.37% New 97,720 $6.6M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +10.6% 96,425 $6.5M
Prudential Financial Inc. 0.01% Add +27.2% 94,976 $6.4M
Wolverine Trading, LLC 0.16% Add +1004.2% 93,379 $6.3M
DNB Asset Management AS 0.03% Add +4.7% 93,125 $6.3M
Mackenzie Financial Corp. 0.01% Reduce -10.5% 92,960 $6.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -12.7% 92,871 $6.2M
Utah Retirement Systems 0.07% Add +0.3% 91,808 $6.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.17% Reduce -31.1% 90,527 $6.1M
Ensign Peak Advisors, Inc 0.01% Reduce -20.2% 89,614 $6.0M
Nomura Holdings Inc. 0.05% Reduce -6.4% 89,043 $6.0M
MML Investors Services, LLC 0.02% Add +23.4% 86,960 $5.8M
Hartline Investment Corp./ 0.73% Add +2.1% 86,602 $5.8M
Campbell Capital Management Inc. 2.25% Add +1.3% 84,720 $5.7M
Cetera Investment Advisers 0.01% Reduce -15.7% 83,775 $5.6M
Holocene Advisors, LP 0.02% Add +152.9% 80,125 $5.4M
Nippon Life Global Investors Americas, Inc. 0.22% Add +0.6% 77,980 $5.2M
Lane Generational LLC 6.51% Add +17.3% 77,909 $5.2M
Allianz Asset Management GmbH 0.01% Add +9.8% 76,966 $5.2M
Alyeska Investment Group, L.P. 0.03% New 76,483 $5.1M
Toronto Dominion Bank 0.01% Add +17.9% 76,196 $5.1M
Creative Planning 0.00% Add +10.5% 73,399 $4.9M
Nisa Investment Advisors, LLC 0.03% Reduce -7.1% 73,355 $4.9M
Prana Capital Management, LP 0.22% Add +151.2% 72,915 $4.9M
Lombard Odier Asset Management (Europe) Ltd 0.32% Add +188.8% 72,188 $4.8M
Sanctuary Advisors, LLC 0.03% Add +7.5% 52,412 $4.8M
Xponance LLC 0.05% Add +0.3% 69,691 $4.7M
Invenomic Capital Management LP 0.25% Reduce -6.3% 68,316 $4.6M
Cinctive Capital Management LP 0.26% Reduce -70.9% 67,864 $4.6M
Investment House LLC 0.25% Reduce -6.7% 67,783 $4.6M
Nissay Asset Management Corp. /Japan 0.03% Add +3.3% 66,601 $4.5M
Daiwa Securities Group Inc. 0.02% Reduce -35.1% 65,442 $4.4M
PDT Partners, LLC 0.39% Reduce -11.2% 64,964 $4.4M
Brown Advisory Inc. 0.01% Reduce -4.0% 64,933 $4.4M
Moloney Securities Asset Management, LLC 0.59% Reduce -0.8% 64,816 $4.4M
Eagle Asset Management Inc. 0.02% Add +12.1% 56,848 $4.2M
Optas, LLC 0.96% Add +9.1% 62,004 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -38.8% 61,896 $4.2M
Mercer Global Advisors Inc. 0.01% Add +7.7% 62,425 $4.1M
BIT Capital GmbH 0.39% Reduce -32.1% 61,105 $4.1M
Pathstone Holdings, LLC 0.02% Reduce -5.6% 60,967 $4.1M
Leonteq Securities AG 0.48% Reduce -21.9% 60,440 $4.1M
Assenagon Asset Management S.A. 0.01% Reduce -69.3% 59,582 $4.0M
Townsquare Capital LLC 0.05% Add +192.5% 58,873 $4.0M
Achmea Investment Management B.V. 0.06% Reduce -51.8% 58,494 $3.9M
Mariner, LLC 0.01% Add +1.7% 57,504 $3.9M
Torque Asset Management LLC 1.86% Add +40.0% 57,292 $3.8M
Optiver Holding B.V. 0.10% New 57,069 $3.8M
Caprock Group, LLC 0.14% Reduce -0.5% 56,880 $3.8M
Quantinno Capital Management LP 0.05% Add +13.3% 56,249 $3.8M
Gotham Asset Management 0.04% Add +388.0% 55,106 $3.7M
Kestra Advisory Services, LLC 0.02% Reduce -12.0% 54,746 $3.7M
US Bancorp \de 0.00% Reduce -2.6% 54,696 $3.7M
Old Well Partners, LLC 7.86% Add +10.2% 54,200 $3.6M
Janus Henderson Group PLC 0.00% Add +0.4% 53,878 $3.6M
SP Asset Management LLC 0.29% Reduce -7.7% 52,806 $3.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +12.3% 52,746 $3.5M
Left Brain Wealth Management, LLC 1.62% Reduce -0.1% 51,885 $3.5M
Panagora Asset Management Inc. 0.02% No change 50,698 $3.4M
Great Valley Advisor Group, Inc. 0.08% Reduce -22.7% 50,478 $3.4M
Yarbrough Capital, LLC 0.14% No change 50,325 $3.4M
Trexquant Investment LP 0.04% Reduce -78.6% 50,279 $3.4M
Elo Mutual Pension Insurance Co 0.07% Reduce -3.4% 49,128 $3.3M
National Bank of Canada 0.00% Add +28.6% 48,074 $3.2M
Wealthfront Advisers LLC 0.01% Add +13.2% 47,327 $3.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -3.5% 46,488 $3.1M
Bank of Nova Scotia 0.01% Add +77.9% 45,934 $3.1M
Comerica Bank 0.01% Add +15.3% 45,751 $3.1M
SeaBridge Investment Advisors LLC 0.74% Reduce -1.8% 44,990 $3.0M
Ethic Inc. 0.08% Add +11.6% 35,378 $3.0M
Banco Santander, S.A. 0.03% Reduce -7.4% 43,945 $3.0M
Gulf International Bank (UK) Ltd 0.07% Reduce -4.3% 43,060 $2.9M
Landscape Capital Management, L.L.C. 0.29% New 42,774 $2.9M
Swedbank AB 0.00% Add +11.0% 42,040 $2.8M
CastleKnight Management LP 0.34% Reduce -31.9% 41,800 $2.8M
Nordea Investment Management AB 0.00% No change 40,862 $2.8M
Principal Financial Group Inc. 0.00% Reduce -7.5% 41,029 $2.8M
SWS Partners 0.88% Add +65.4% 40,996 $2.8M
Yoder Wealth Management, Inc. 1.60% Add +0.4% 39,688 $2.7M
Carroll Investors, Inc 1.74% Reduce -30.5% 39,520 $2.7M
J. Safra Sarasin Holding AG 0.05% Reduce -3.0% 39,501 $2.7M
Benjamin Edwards Inc. 0.04% Add +3570.3% 39,235 $2.6M
Longitude (Cayman) Ltd. 3.75% Add +21.9% 39,000 $2.6M
Palisade Capital Management, LP 0.08% No change 38,954 $2.6M
Pursue Wealth Partners LLC 1.42% Reduce -4.1% 38,762 $2.6M
Two Sigma Securities, LLC 0.20% Add +17.0% 38,600 $2.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -11.7% 38,369 $2.6M
Tocqueville Asset Management L.P. 0.04% No change 37,912 $2.5M
Janney Montgomery Scott LLC 0.01% Reduce -13.0% 37,777 $2.5M
Tairen Capital Ltd 0.09% New 35,000 $2.5M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.97% No change 37,400 $2.5M
Cerity Partners LLC 0.01% Add +24.4% 37,375 $2.5M
GFG Capital, LLC 0.98% Add +4.7% 28,169 $2.4M
Corient Private Wealth LP 0.00% Add +39.5% 35,390 $2.4M
Meeder Asset Management Inc. 0.16% Reduce -13.1% 34,864 $2.3M
Two Sigma Investments, LP 0.01% Reduce -83.8% 34,700 $2.3M
Greenland Capital Management LP 0.42% New 34,138 $2.3M
ClariVest Asset Management LLC 0.23% No change 35,532 $2.3M
Arkadios Wealth Advisors 0.13% Add +6.9% 33,602 $2.3M
J. Stern & Co. LLP 0.24% Add +103.4% 33,447 $2.2M
M&T Bank Corp 0.01% Add +10.2% 33,439 $2.2M
Candriam S.C.A. 0.01% Add +15.7% 33,438 $2.2M
Verition Fund Management LLC 0.02% Reduce -62.5% 33,419 $2.2M
Martin Capital Advisors, LLP 1.60% Add +0.9% 33,392 $2.2M
Jump Financial, LLC 0.05% New 32,735 $2.2M
Gateway Investment Advisers LLC 0.02% Reduce -64.7% 32,721 $2.2M
Amalgamated Bank 0.02% Reduce -2.7% 32,519 $2.2M
McGuire Investment Group, LLC 0.31% Reduce -2.0% 32,491 $2.2M
Cibc World Markets Corp. 0.02% Add +8.3% 32,431 $2.2M
Atria Investments, Inc 0.03% Reduce -43.2% 32,221 $2.2M
Sterling Capital Management LLC 0.03% — 31,959 $2.1M
Maryland State Retirement & Pension System 0.04% Reduce -26.6% 31,753 $2.1M
Gator Capital Management, LLC 0.93% New 31,400 $2.1M
Private Advisor Group, LLC 0.01% Reduce -5.4% 31,256 $2.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +11.9% 30,921 $2.1M
O'shaughnessy Asset Management, LLC 0.02% Add +9.0% 28,891 $2.1M
Wasatch Advisors LP 0.01% Add +19.6% 30,782 $2.1M
Tybourne Capital Management (hk) Ltd. 0.57% Reduce -23.2% 30,489 $2.0M
Vident Advisory, LLC 0.05% Reduce -32.1% 30,311 $2.0M
Avantax Advisory Services, Inc. 0.01% Reduce -0.9% 29,759 $2.0M
Chicago Capital, LLC 0.05% Reduce -27.3% 29,310 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce 0.0% 29,186 $2.0M
Richard P Slaughter Associates Inc 0.45% Add +14.4% 29,121 $2.0M
Intech Investment Management LLC 0.02% Reduce -57.2% 28,822 $1.9M
LGT Group Foundation 0.03% New 28,336 $1.8M
PNC Financial Services Group, Inc. 0.00% Reduce -12.3% 27,332 $1.8M
River Global Investors LLP 0.39% Add +4.0% 27,057 $1.8M
Independent Financial Group, LLC 0.07% Add +5.2% 26,787 $1.8M
Schonfeld Strategic Advisors LLC 0.01% Reduce -93.4% 26,739 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.4% 26,719 $1.8M
Lazard Asset Management LLC 0.00% Add +470.0% 26,672 $1.8M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -3.9% 26,626 $1.8M
Clare Market Investments LLC 0.47% Reduce -3.8% 26,537 $1.8M
Abn Amro Investment Solutions 0.03% Reduce -11.6% 26,050 $1.7M
United Advisor Group, LLC 0.39% New 25,899 $1.7M
Procyon Advisors, LLC 0.12% Add +14.4% 25,122 $1.7M
Harbour Investments, Inc. 0.05% Reduce -0.9% 25,065 $1.7M
Campbell & CO Investment Adviser LLC 0.13% Reduce -53.4% 25,060 $1.7M
Royal Fund Management, LLC 0.12% Add +20.0% 24,891 $1.7M
Facet Wealth, Inc. 0.05% New 22,916 $1.7M
Employees Retirement System of Texas 0.02% Add +16.5% 24,536 $1.6M
Motley Fool Asset Management LLC 0.10% Add +2.8% 24,774 $1.6M
Drive Wealth Management, LLC 0.42% Reduce -8.0% 24,252 $1.6M
Empowered Funds, LLC 0.03% Add +2.8% 23,778 $1.6M
Magnetar Financial LLC 0.04% New 23,713 $1.6M
Stevens Capital Management LP 0.23% New 23,587 $1.6M
Captrust Financial Advisors 0.00% Add +4.4% 23,320 $1.6M
Oak Thistle LLC 0.51% Add +231.0% 23,299 $1.6M
Shelton Capital Management 0.04% No change 23,000 $1.5M
Institute for Wealth Management, LLC. 0.19% Reduce -1.3% 22,841 $1.5M
Weinberger Asset Management, Inc 0.65% Add +0.0% 22,655 $1.5M
Gsa Capital Partners LLP 0.11% Reduce -54.0% 22,543 $1.5M
Evanson Asset Management, LLC 0.11% Reduce -0.1% 22,510 $1.5M
Maven Securities LTD 0.17% Reduce -67.5% 22,486 $1.5M
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 22,477 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -40.3% 22,477 $1.5M
Accurate Wealth Management, LLC 0.30% Add +42.5% 20,931 $1.5M
Twin Capital Management Inc. 0.17% Add +60.8% 22,219 $1.5M
Swiss Life Asset Management Ltd 0.02% Reduce -11.4% 22,226 $1.5M
Douglass Winthrop Advisors, LLC 0.03% Add +4.1% 22,115 $1.5M
Marex Group Ltd 0.03% Reduce -5.4% 22,076 $1.5M
Vinva Investment Management Ltd 0.06% Add +4.8% 21,947 $1.5M
Atria Wealth Solutions, Inc. 0.02% Add +0.1% 21,801 $1.5M
First Trust Advisors LP 0.00% Reduce -91.5% 21,548 $1.4M
Kestra Private Wealth Services, LLC 0.03% Reduce -9.8% 21,543 $1.4M
Aviva PLC 0.00% Reduce -83.7% 21,408 $1.4M
Zweig-DiMenna Associates LLC 0.15% No change 21,350 $1.4M
STRS Ohio 0.01% Add +35.5% 21,282 $1.4M
Credit Agricole S A 0.01% Reduce -14.2% 21,223 $1.4M
Game Creek Capital, LP 0.76% Add +200.0% 21,000 $1.4M
Ghe, LLC 0.53% Reduce -75.3% 5,170 $1.4M
SG Americas Securities, LLC 0.01% Reduce -64.8% 20,780 $1.4M
Equitable Holdings, Inc. 0.01% Reduce -29.9% 20,482 $1.4M
Legal Advantage Investments, Inc. 0.76% Reduce -0.5% 20,460 $1.4M
MetLife Investment Management, LLC 0.01% Reduce -2.0% 20,406 $1.4M
J. Goldman & Co LP 0.06% New 20,249 $1.4M
Y.D. More Investments Ltd 0.14% Add +380.5% 20,341 $1.4M
Old Mission Investment Co LLC 0.42% Add +0.2% 20,183 $1.4M
Alamar Capital Management, LLC 0.75% Reduce -1.1% 20,175 $1.4M
Aviance Capital Partners, LLC 0.18% Add +28.9% 20,077 $1.3M
Natixis 0.01% Reduce -26.6% 19,932 $1.3M
CIBC Asset Management Inc 0.00% Add +5.4% 19,877 $1.3M
AXS Investments LLC 0.36% Add +4.8% 19,760 $1.3M
Griffin Asset Management, Inc. 0.15% No change 19,530 $1.3M
Templeton & Phillips Capital Management, LLC 1.01% New 19,354 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +43.4% 19,277 $1.3M
Dag Ventures, LLC 17.73% No change 19,113 $1.3M
Sepio Capital, LP 0.10% Reduce -4.8% 19,033 $1.3M
Old Mission Capital LLC 0.03% Reduce -47.8% 18,981 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -67.8% 18,513 $1.2M
Plato Investment Management Ltd 0.10% Add +19.2% 18,516 $1.2M
Investment Management Corp of Ontario 0.03% Add +49.4% 18,448 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.8% 18,437 $1.2M
Nebula Research & Development LLC 0.15% Reduce -16.5% 18,359 $1.2M
Capital Markets Trading UK LLP 1.14% Reduce -75.5% 18,297 $1.2M
Quantitative Investment Management, LLC 0.12% New 18,172 $1.2M
Shelton Wealth Management, LLC 0.69% Add +23.6% 18,109 $1.2M
Semanteon Capital Management, LP 0.83% Reduce -4.8% 18,065 $1.2M
Bouvel Investment Partners, LLC 0.45% Reduce -1.0% 17,867 $1.2M
Signal Advisors Wealth, LLC 0.17% New 17,466 $1.2M
CMT Capital Markets Trading GmbH 0.53% Reduce -67.4% 17,400 $1.2M
Rathbones Group PLC 0.01% Reduce -0.3% 17,313 $1.2M
DB Fitzpatrick & Co, Inc 1.02% Reduce -0.5% 17,266 $1.2M
AlphaStar Capital Management, LLC 0.09% Reduce -4.7% 16,923 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% No change 16,806 $1.1M
Cwm, LLC 0.00% Add +7.0% 16,670 $1.1M
Polianta Ltd 0.52% New 16,600 $1.1M
Stephens Inc. 0.02% Reduce -26.2% 16,534 $1.1M
Qsemble Capital Management, LP 0.20% Reduce -58.8% 16,450 $1.1M
BNP Paribas 0.05% Reduce -2.4% 16,345 $1.1M
Garrison Point Advisors, LLC 0.67% Reduce -0.7% 16,208 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.0% 13,520 $1.1M
Burney Co./ 0.04% Add +5.5% 15,996 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -2.8% 15,924 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.09% Reduce -0.4% 15,921 $1.1M
Mgo One Seven LLC 0.05% Add +100.1% 15,897 $1.1M
Guardian Capital Advisors LP 0.10% Add +21.9% 16,130 $1.1M
Hohimer Wealth Management, LLC 0.23% Add +3.8% 15,833 $1.1M
PFG Investments, LLC 0.07% Reduce -2.8% 15,670 $1.1M
SeaCrest Wealth Management, LLC 0.11% Add +1.7% 15,624 $1.0M
Baird Financial Group, Inc. 0.00% Reduce -74.9% 15,437 $1.0M
HB Wealth Management, LLC 0.01% Add +7.7% 15,271 $1.0M
Intellectus Partners, LLC 0.26% Reduce -0.3% 15,264 $1.0M
&partners 0.02% Add +24.1% 14,905 $1.0M
Avitas Wealth Management LLC 0.14% Reduce -0.3% 15,051 $1.0M
Fund 1 Investments, LLC 0.16% New 15,000 $1.0M
Marshall Wace, LLP 0.00% New 14,961 $1.0M
Hunting Hill Global Capital, LLC 1.41% No change 14,959 $1.0M
Harvest Portfolios Group Inc. 0.03% Add +8.4% 14,942 $1.0M
Dantai Capital Ltd 1.27% No change 14,915 $1.0M
Eisler Capital (US) LLC 0.18% Add +35.7% 14,874 $998K
Barings LLC 0.02% Add +136.5% 14,870 $998K
Titleist Asset Management, LLC 0.14% Reduce -0.6% 14,737 $989K
Red Spruce Capital, LLC 0.45% Add +1.4% 14,729 $989K
Alps Advisors Inc. 0.01% Reduce -6.0% 14,099 $946K
Compagnie Lombard Odier SCmA 0.01% Reduce -2.9% 14,011 $941K
D.A. Davidson & Co. 0.01% Add +6.7% 13,850 $930K
Cornercap Investment Counsel Inc. 0.27% Reduce -35.8% 13,777 $925K
Ninepoint Partners LP 0.12% No change 13,695 $919K
Pitcairn Co. 0.05% Reduce -15.9% 13,581 $912K
Jefferies Financial Group Inc. 0.02% Reduce -75.4% 13,338 $895K
SRN Advisors, LLC 0.78% Reduce -48.9% 13,132 $882K
Exchange Traded Concepts, LLC 0.02% Reduce -70.8% 13,124 $881K
Wedbush Securities Inc. 0.03% Reduce -18.4% 13,127 $881K
Transatlantique Private Wealth LLC 0.33% Reduce -1.1% 12,848 $862K
Nicholas Wealth, LLC. 0.54% New 12,801 $859K
UniSuper Management Pty Ltd 0.01% No change 12,700 $853K
Independent Advisor Alliance 0.03% Add +70.9% 12,601 $846K
Boomfish Wealth Group, LLC 0.51% Reduce -4.9% 12,471 $837K
HUB Investment Partners, LLC 0.04% Reduce -28.7% 12,470 $837K
Sigma Planning Corp 0.03% Reduce -8.9% 12,459 $836K
Flagship Harbor Advisors, LLC 0.05% Reduce -6.4% 12,382 $831K
Profit Investment Management, LLC 0.65% Add +34.6% 12,337 $828K
XY Capital Ltd 0.44% Reduce -21.8% 12,275 $824K
Choreo, LLC 0.01% Add +85.9% 12,475 $823K
Secure Asset Management, LLC 0.14% Reduce -2.1% 12,188 $818K
Raymond James Trust N.A. 0.02% Reduce -36.5% 11,904 $799K
Axxcess Wealth Management, LLC 0.02% Reduce -13.9% 11,806 $793K
Inceptionr LLC 0.19% New 11,633 $781K
SpiderRock Advisors, LLC 0.02% Reduce -75.7% 11,592 $778K
Bahl & Gaynor LLC 0.00% No change 11,400 $765K
Oppenheimer & Co. Inc. 0.01% Reduce -2.4% 11,324 $760K
Envestnet Portfolio Solutions, Inc. 0.00% Add +19.4% 11,305 $759K
EP Wealth Advisors, LLC 0.01% Add +187.7% 11,210 $753K
Altfest L J & Co. Inc. 0.10% New 11,192 $751K
CIBC Private Wealth Group LLC 0.00% Add +7.5% 11,094 $745K
Vestcor Inc 0.02% No change 11,089 $744K
One Wealth Management Investment & Advisory Services, LLC 1.29% Reduce -5.2% 10,929 $734K
National Philanthropic Trust 0.01% Reduce -2.2% 10,761 $722K
Gilbert & Cook, Inc. 0.10% Add +6.4% 10,698 $718K
Stratos Wealth Advisors, LLC 0.03% Add +0.9% 10,668 $716K
Focus Partners Wealth 0.00% New 10,402 $698K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% Add +27.6% 10,387 $697K
Ossiam 0.01% Add +3.4% 10,374 $696K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -18.4% 10,394 $690K
TD Waterhouse Canada Inc. 0.01% Add +4.3% 10,447 $689K
Focus Financial Network, Inc. 0.03% Add +3.6% 10,238 $687K
Synovus Financial Corp. 0.01% Add +18.6% 10,174 $683K
Perigon Wealth Management, LLC 0.02% Add +0.5% 10,169 $683K
Rakuten Investment Management, Inc. 0.00% Add +33.3% 10,181 $682K
AXA S.A. 0.00% Add +1.8% 10,129 $680K
Insigneo Advisory Services, LLC 0.07% Add +1.6% 10,074 $676K
Eisler Capital (UK) Ltd. 0.16% Add +0.8% 10,014 $672K
Wilmington Savings Fund Society, FSB 0.01% Add +38.1% 9,893 $664K
Advisory Services Network, LLC 0.01% No change 10,291 $664K
LCNB Corp. 0.23% No change 9,785 $657K
Realta Investment Advisors 0.30% Reduce -11.6% 9,151 $656K
BlueMar Capital Management, LLC 1.31% New 9,750 $655K
Balyasny Asset Management L.P. 0.00% Reduce -2.1% 9,704 $651K
Quadcap Wealth Management, LLC 0.10% Reduce -1.4% 9,553 $641K
Apollon Wealth Management, LLC 0.02% Add +9.0% 9,392 $630K
Fortis Capital Advisors, LLC 0.21% Reduce -24.2% 9,380 $630K
Belpointe Asset Management LLC 0.04% Reduce -24.2% 9,380 $630K
PEAK6 Investments LLC 0.03% Reduce -79.5% 9,380 $630K
Integrated Advisors Network LLC 0.03% Reduce -22.2% 9,318 $626K
Compound Planning, Inc. 0.04% Add +6.8% 9,279 $623K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -1.4% 9,157 $615K
Jones Financial Companies LLLP 0.00% Add +101.4% 9,065 $607K
SteelPeak Wealth, LLC 0.03% Reduce -37.2% 9,025 $606K
Commerce Bank 0.00% Add +0.4% 8,983 $603K
Sompo Asset Management Co., Ltd. 0.09% Add +142.9% 8,940 $600K
Argonautica Private Wealth Management, Inc. 0.20% New 8,922 $599K
Jamison Private Wealth Management, Inc. 0.09% Reduce -1.2% 8,865 $595K
Sherbrooke Park Advisers LLC 0.14% Reduce -68.4% 8,843 $594K
First Trust Direct Indexing L.P. 0.03% Add +11.8% 8,732 $586K
Composition Wealth, LLC 0.01% Reduce -6.6% 8,723 $586K
Mizuho Securities Co. Ltd. 1.44% Add +238.9% 8,710 $585K
Prudential PLC 0.00% No change 8,708 $585K
Spark Investment Management LLC 3.36% No change 8,700 $584K
Acorn Financial Advisory Services Inc. 0.10% Reduce -21.1% 8,625 $579K
NewEdge Wealth, LLC 0.01% Add +13.6% 8,571 $575K
Boothbay Fund Management, LLC 0.02% Add +51.7% 8,569 $575K
Siemens Fonds Invest GmbH 0.05% Add +67.4% 8,563 $575K
Park Avenue Securities LLC 0.01% Reduce -7.2% 8,555 $574K
Sunbelt Securities, Inc. 0.06% Add +1.1% 8,503 $571K
Prospera Financial Services Inc 0.01% Add +4.7% 8,498 $571K
XTX Topco Ltd 0.04% Add +109.8% 8,472 $569K
Fisher Asset Management 0.00% Reduce -28.2% 8,470 $569K
United Capital Financial Advisors, LLC 0.00% Add +4.2% 8,454 $568K
Y-Intercept (Hong Kong) Ltd 0.03% New 8,421 $565K
Metis Global Partners, LLC 0.02% Add +6.0% 8,369 $562K
Sequoia Financial Advisors, LLC 0.01% Add +15.1% 8,322 $559K
Key Client Fiduciary Advisors, LLC 0.25% Reduce -1.9% 8,225 $552K
Interchange Capital Partners, LLC 0.20% Reduce -25.4% 8,222 $552K
Yousif Capital Management, LLC 0.01% Add +4.0% 8,174 $549K
Pittenger & Anderson Inc. 0.02% No change 8,100 $544K
Jasper Ridge Partners, L.P. 0.02% No change 7,927 $532K
KRS Capital Management, LLC 0.39% Reduce -2.9% 7,920 $532K
Harbor Capital Advisors, Inc. 0.02% Add +16.6% 7,895 $530K
Snowden Capital Advisors LLC 0.02% Reduce -15.3% 7,877 $529K
Nations Financial Group Inc, /Ia/ 0.04% Add +1.9% 7,744 $520K
Avior Wealth Management, LLC 0.02% Add +0.0% 7,540 $506K
Harbert Fund Advisors, LLC 0.41% Reduce -25.0% 7,500 $503K
Orion Porfolio Solutions, LLC 0.01% Add +16.6% 7,424 $498K
Orion Portfolio Solutions, LLC 0.01% Add +16.6% 7,424 $498K
Banque Pictet & Cie SA 0.00% No change 7,400 $497K
Clarity Capital Partners LLC 0.29% Reduce -8.1% 7,351 $493K
Wealthcare Advisory Partners LLC 0.01% Reduce -20.6% 7,348 $493K
Knollwood Investment Advisory, LLC 0.05% No change 7,306 $490K
Bayesian Capital Management, LP 0.06% Reduce -93.3% 7,300 $490K
Bank of New Hampshire 0.12% Reduce -58.1% 7,285 $489K
Meiji Yasuda Life Insurance Co 0.01% Add +27.1% 7,276 $488K
Rf&l Wealth Management, LLC 0.35% No change 7,275 $488K
NewEdge Advisors, LLC 0.00% Reduce -45.3% 7,272 $488K
Bleakley Financial Group, LLC 0.01% Add +11.4% 7,228 $485K
Scotia Capital Inc. 0.00% Reduce -0.5% 7,111 $477K
Robertson Stephens Wealth Management, LLC 0.02% Add +67.0% 7,073 $475K
NorthCoast Asset Management LLC 0.00% New 7,815 $471K
Catalyst Funds Management Pty Ltd 0.10% No change 7,000 $470K
Meeder Advisory Services, Inc. 0.03% Reduce -3.7% 6,997 $470K
Paloma Partners Management Co 0.03% Add +1100.9% 6,989 $469K
Forum Financial Management, LP 0.01% Reduce -0.3% 6,988 $469K
Globeflex Capital L P 0.04% No change 6,984 $469K
Malaga Cove Capital, LLC 0.19% Add +3.0% 6,893 $463K
Corebridge Financial, Inc. 0.00% Reduce -3.3% 6,893 $463K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 6,868 $461K
Tudor Investment Corporation 0.01% Reduce -97.0% 6,847 $460K
Signaturefd, LLC 0.01% Reduce -13.1% 6,825 $458K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -9.2% 6,783 $455K
Tran Capital Management, L.P. 0.05% No change 6,768 $454K
Angeles Investment Advisors, LLC 0.02% Reduce -10.6% 6,598 $443K
OneDigital Investment Advisors LLC 0.01% Add +14.1% 6,593 $443K
NorthRock Partners, LLC 0.01% Add +3.6% 6,479 $435K
Summit Trail Advisors, LLC 0.01% New 6,471 $434K
Tower Research Capital LLC (TRC) 0.01% Add +280.0% 6,468 $434K
Moors & Cabot, Inc. 0.02% Add +3.0% 6,440 $432K
Ballentine Partners, LLC 0.01% Add +11.7% 6,430 $432K
EMC Capital Management 0.28% Add +256.7% 9,632 $428K
Financial Advocates Investment Management 0.02% Reduce -6.2% 6,359 $427K
Doliver Advisors, LP 0.12% Add +9.0% 6,341 $426K
Blue Trust, Inc. 0.01% Add +203.6% 6,578 $424K
Moser Wealth Advisors, LLC 0.22% Add +2.5% 6,265 $421K
Nilsine Partners, LLC 0.05% Reduce -2.3% 6,183 $415K
Prairie Wealth Advisors, Inc. 0.20% Reduce -17.6% 6,113 $410K
White Knight Strategic Wealth Advisors, LLC 0.37% Reduce -1.4% 6,089 $409K
Principal Securities, Inc. 0.01% Add +5.2% 6,006 $403K
JB Capital LLC 0.02% Reduce -2.2% 5,939 $399K
DRW Securities, LLC 0.02% New 5,926 $398K
Sandy Spring Bank 0.02% Reduce -3.2% 5,916 $397K
Premier Path Wealth Partners, LLC 0.06% Add +19.7% 5,903 $396K
Man Group plc 0.00% Reduce -98.8% 5,846 $392K
Private Portfolio Partners LLC 0.07% New 5,833 $392K
MAI Capital Management 0.00% Add +19.3% 5,819 $391K
Concurrent Investment Advisors, LLC 0.01% Reduce -6.2% 5,807 $390K
IHT Wealth Management, LLC 0.01% Reduce -36.5% 5,809 $390K
Cigna Investments Inc. 0.07% Reduce -1.7% 5,756 $386K
Geneos Wealth Management Inc. 0.01% Reduce -0.6% 5,744 $386K
Viawealth, LLC 0.22% Add +1.3% 5,742 $385K
Arete Wealth Advisors, LLC 0.03% Reduce -53.6% 5,757 $384K
Savant Capital, LLC 0.00% Reduce -35.2% 5,661 $380K
Sweet Financial Partners, LLC 0.08% No change 5,611 $377K
Salem Investment Counselors Inc. 0.01% Add +17.4% 5,547 $372K
Capital Investment Advisory Services, LLC 0.04% No change 5,491 $369K
Atlas Capital Advisors Inc. 0.06% No change 5,487 $368K
Pitti Group Wealth Management, LLC 0.40% No change 4,739 $367K
Aaron Wealth Advisors LLC 0.04% Add +9.9% 5,444 $365K
Cim Investment Management Inc. 0.11% Reduce -2.7% 5,429 $364K
Baker Tilly Wealth Management, LLC 0.16% Add +18.3% 5,418 $364K
Tyler-Stone Wealth Management 0.07% Add +98.2% 5,390 $362K
Freestone Capital Holdings, LLC 0.01% Add +4.8% 5,295 $355K
Vise Technologies, Inc. 0.05% Add +68.6% 5,285 $355K
Keudell/Morrison Wealth Management 0.10% No change 5,284 $355K
Ellevest, Inc. 0.02% Reduce -4.3% 5,269 $354K
Gallagher Fiduciary Advisors, LLC 0.07% Add +2.2% 5,268 $354K
KG Capital Management 0.11% New 5,091 $342K
Tempus Wealth Planning, LLC 0.12% Reduce -6.2% 5,069 $340K
Neo Ivy Capital Management 0.11% New 5,038 $338K
First Hawaiian Bank 0.01% New 5,005 $336K
Wesbanco Bank Inc. 0.01% Reduce -1.0% 5,002 $336K
American Assets Investment Management, LLC 0.03% No change 5,000 $336K
Mutual Advisors, LLC 0.01% Reduce -0.8% 4,542 $330K
Sanders Morris Harris LLC 0.05% No change 4,870 $327K
CAP Partners, LLC 0.24% Reduce -0.3% 4,815 $323K
Lazari Capital Management, Inc. 0.14% Reduce -3.0% 4,787 $321K
DAVENPORT & Co LLC 0.00% Reduce -39.2% 4,716 $317K
Western Wealth Management, LLC 0.02% Reduce -3.9% 4,653 $312K
Dynamic Advisor Solutions LLC 0.01% Reduce -20.6% 4,650 $312K
Rakuten Securities, Inc. 0.14% Reduce -18.4% 4,634 $311K
Crossmark Global Holdings, Inc. 0.01% Reduce -29.9% 4,641 $311K
Element Pointe Advisors, LLC 0.08% Reduce -9.2% 4,627 $311K
Ashton Thomas Securities, LLC 0.06% Add +10.7% 4,608 $309K
Prime Capital Investment Advisors, LLC 0.00% Reduce -4.7% 4,577 $307K
Addison Capital Co 0.12% Reduce -0.4% 4,572 $307K
LBMC Investment Advisors, LLC 0.02% No change 4,542 $305K
Bright Futures Wealth Management, LLC. 0.15% Reduce -13.3% 4,126 $302K
Avidian Wealth Enterprises, LLC 0.01% Add +8.0% 4,446 $298K
IPG Investment Advisors LLC 0.06% Reduce -13.1% 4,411 $296K
Bradley Foster & Sargent Inc. 0.00% Add +4.5% 4,362 $293K
Dorsey & Whitney Trust CO LLC 0.02% Add +9.5% 4,361 $293K
Lido Advisors, LLC 0.00% Reduce -9.7% 4,336 $291K
Simmons Bank 0.02% Add +5.0% 4,332 $291K
One River Asset Management, LLC 0.33% Reduce -6.5% 4,320 $289K
Conway Capital Management, Inc. 0.14% No change 4,270 $287K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +272.1% 4,249 $285K
Security Benefit Life Insurance Co. 0.15% No change 4,245 $285K
Everhart Financial Group, Inc. 0.06% Add +30.6% 4,232 $284K
Carson Advisory Inc. 0.18% Reduce -4.8% 4,227 $284K
Wedmont Private Capital 0.02% Add +7.4% 4,316 $284K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +2.6% 4,219 $283K
Brighton Jones LLC 0.01% Reduce -40.1% 4,196 $282K
Cornerstone Wealth Management, LLC 0.02% New 4,182 $281K
Bluesphere Advisors LLC 0.14% No change 4,146 $278K
Cardiff Park Advisors, LLC 0.03% No change 4,134 $278K
Portside Wealth Group, LLC 0.05% Add +13.8% 4,100 $275K
Greenleaf Trust 0.00% Add +1.4% 4,075 $274K
Certuity, LLC 0.03% Reduce -13.7% 4,053 $272K
Monterey Private Wealth, Inc. 0.09% Reduce -2.4% 4,049 $272K
Cutter & CO Brokerage, Inc. 0.06% Reduce -2.0% 4,034 $271K
Covenant Asset Management, LLC 0.06% No change 4,015 $270K
Cidel Asset Management Inc. 0.02% Add +23.3% 4,003 $269K
MCF Advisors LLC 0.02% No change 3,998 $268K
Tobam 0.05% Add +15.0% 3,988 $268K
Parallel Advisors, LLC 0.01% Add +8.3% 3,976 $267K
Kensington Investment Counsel, LLC 0.11% Add +15.8% 3,972 $267K
Chaney Capital Management, Inc. 0.15% No change 3,970 $267K
Prelude Capital Management, LLC 0.02% Reduce -37.7% 3,948 $265K
Empower Advisory Group, LLC 0.00% Add +6.7% 3,934 $264K
Syon Capital LLC 0.02% Add +2.8% 3,874 $260K
HighPoint Advisor Group LLC 0.02% Add +0.9% 3,598 $260K
Olympiad Research LP 0.17% Reduce -40.7% 3,823 $257K
Stonekeep Investments, LLC 0.20% New 3,801 $255K
Beacon Pointe Advisors, LLC 0.00% Reduce -7.2% 3,799 $255K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +1.0% 3,769 $253K
Global Retirement Partners, LLC 0.01% Reduce -15.3% 3,761 $252K
Machina Capital S.A.S. 0.10% New 3,751 $252K
Financial Partners Group, LLC 0.09% New 3,749 $252K
Teacher Retirement System of Texas 0.00% Reduce -65.5% 3,726 $250K
Impact Asset Management GmbH 0.10% — 3,684 $247K
Berger Financial Group, Inc 0.02% Reduce -18.0% 3,663 $246K
Legacy Financial Advisors, Inc. 0.04% Add +2.4% 3,643 $245K
Westpac Banking Corp. 0.02% No change 3,618 $243K
Frank, Rimerman Advisors LLC 0.02% Reduce -2.2% 3,615 $243K
Harbor Investment Advisory, LLC 0.02% Reduce -0.1% 3,610 $242K
Ascentis Independent Advisors 0.04% Reduce -12.8% 3,609 $242K
RMR Wealth Builders 0.03% Add +6.0% 3,596 $241K
IFP Advisors, Inc 0.01% Reduce -38.2% 3,560 $239K
White Pine Investment CO 0.07% Reduce -6.6% 3,560 $239K
Howard Capital Management, LLC 0.00% New 3,557 $239K
Libra Wealth LLC 0.10% No change 3,554 $239K
Meridian Wealth Advisors, LLC 0.04% No change 3,539 $238K
Global Trust Asset Management, LLC 0.09% Add +32.4% 3,463 $232K
Azzad Asset Management Inc. 0.03% Reduce -27.8% 3,450 $232K
First Foundation Advisors 0.01% New 3,342 $224K
Smith, Moore & Co. 0.02% Reduce -1.3% 3,320 $223K
Quarry LP 0.07% Add +115.1% 3,306 $222K
Edgestream Partners, L.P. 0.01% Reduce -31.8% 3,298 $221K
Citizens Financial Group Inc. 0.00% Add +0.6% 3,297 $221K
Kovack Advisors, Inc. 0.02% Add +5.4% 3,286 $221K
Cascade Financial Partners, LLC 0.03% New 3,005 $219K
Goldstone Financial Group, LLC 0.04% New 3,247 $218K
Transcend Capital Advisors, LLC 0.01% Reduce -10.2% 3,246 $218K
Personal Cfo Solutions, LLC 0.03% Reduce -0.6% 3,241 $218K
Sicart Associates LLC 0.08% No change 3,230 $217K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -6.0% 3,225 $216K
Atlanta Consulting Group Advisors, LLC 0.05% New 3,222 $216K
Chicago Partners Investment Group LLC 0.01% Reduce -47.7% 3,027 $216K
Westwood Wealth Management 0.08% Reduce -9.8% 3,210 $215K
AE Wealth Management LLC 0.00% Reduce -15.1% 3,210 $215K
Ausdal Financial Partners, Inc. 0.02% Reduce -14.9% 3,205 $215K
Vantage Financial Partners, LLC 0.05% New 3,189 $214K
Farther Finance Advisors, LLC 0.01% Add +3.9% 3,177 $213K
Pinnacle Associates Ltd. 0.00% New 2,742 $212K
Focus Partners Advisor Solutions, LLC 0.00% New 3,144 $211K
Octavia Wealth Advisors, LLC 0.03% Reduce -48.5% 3,128 $210K
Silvercrest Asset Management Group LLC 0.00% New 3,126 $210K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,100 $208K
Concourse Financial Group Securities, Inc. 0.01% Add +48.6% 3,079 $207K
Powell Investment Advisors, LLC 0.10% New 3,063 $206K
Financial Counselors Inc. 0.00% New 3,062 $206K
Strategic Blueprint, LLC 0.01% New 3,048 $205K
Valeo Financial Advisors, LLC 0.01% Reduce -18.3% 3,039 $204K
Calton & Associates, Inc. 0.08% New 3,036 $204K
Perennial Investment Advisors, LLC 0.03% Reduce -5.0% 3,012 $202K
Fairfield, Bush & Co. 0.12% New 2,990 $201K
Caz Investments LP 0.18% Add +100.0% 3,000 $198K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -11.8% 2,884 $194K
Allworth Financial LP 0.00% Add +7.5% 2,841 $191K
Fairman Group, LLC 0.17% No change 2,753 $185K
Covestor Ltd 0.11% Add +30.1% 2,702 $181K
CI Investments Inc. 0.00% Reduce -8.2% 2,650 $178K
Lindbrook Capital, LLC 0.02% Add +6.3% 2,592 $174K
Kozak & Associates, Inc. 0.04% No change 2,330 $171K
FPC Investment Advisory, Inc. 0.14% No change 2,600 $171K
Allspring Global Investments Holdings, LLC 0.00% Reduce -99.1% 2,507 $168K
GAMMA Investing LLC 0.02% Add +83.8% 2,325 $156K
UMB Bank, n.a. 0.00% Reduce -20.8% 2,302 $155K
Financial Perspectives, Inc 0.05% No change 2,300 $154K
Brooklyn Investment Group 0.05% New 2,245 $151K
Icon Wealth Advisors, LLC 0.01% Add +0.6% 2,129 $143K
TD Private Client Wealth LLC 0.00% Add +15.8% 2,066 $139K
Clearstead Advisors, LLC 0.00% Reduce -11.7% 2,065 $139K
Bokf, NA 0.00% Add +0.1% 1,995 $131K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +315.2% 1,910 $128K
State of Alaska, Department of Revenue 0.00% Reduce -54.6% 1,875 $125K
Spire Wealth Management 0.00% Add +27.8% 1,841 $124K
Whittier Trust Co. 0.00% Add +30.0% 1,798 $121K
Venturi Wealth Management, LLC 0.01% Add +0.7% 1,789 $120K
Ridgewood Investments LLC 0.06% Reduce -4.3% 1,789 $120K
First Horizon Advisors, Inc. 0.00% Reduce -19.2% 1,764 $118K
Harvest Fund Management Co., Ltd 0.01% New 1,723 $116K
Truvestments Capital LLC 0.03% New 1,712 $115K
Alta Advisers Ltd 0.05% No change 1,700 $114K
Creative Financial Designs Inc. 0.01% Add +44.3% 1,625 $109K
Brown Brothers Harriman & Co. 0.00% Reduce -89.0% 1,555 $104K
Johnson Financial Group, Inc. 0.00% New 1,509 $101K
Optimum Investment Advisors 0.04% Add +400.0% 1,500 $101K
Acropolis Investment Management, LLC 0.01% Reduce -9.8% 1,491 $100K
Focused Wealth Management, Inc 0.01% Reduce -3.4% 1,430 $96K
Oarsman Capital, Inc. 0.02% New 1,408 $95K
Ostrum Asset Management 0.01% Add +1.3% 1,380 $93K
Private Trust Co. NA 0.01% Reduce -0.6% 1,374 $92K
Huntington National Bank 0.00% Reduce -32.1% 1,371 $92K
Quintet Private Bank (Europe) S.A. 0.01% Add +13.8% 1,351 $91K
International Assets Investment Management, LLC 0.01% New 1,306 $88K
Smartleaf Asset Management LLC 0.01% Add +158.1% 1,306 $87K
Earned Wealth Advisors, LLC 0.03% New 1,242 $83K
Larson Financial Group LLC 0.00% Add +14.8% 1,192 $80K
Capital Advisors, Ltd. LLC 0.01% Add +6.2% 1,174 $79K
GPS Wealth Strategies Group, LLC 0.01% No change 1,129 $76K
Ulland Investment Advisors, LLC 0.06% New 1,110 $75K
Westside Investment Management, Inc. 0.02% No change 1,114 $75K
Darwin Wealth Management, LLC 0.02% New 1,109 $74K
McClarren Financial Advisors, Inc. 0.01% Add +4.7% 134 $73K
Arax Advisory Partners 0.01% Add +4.8% 1,050 $70K
WASHINGTON TRUST Co 0.00% No change 1,030 $69K
Ancora Advisors LLC 0.00% No change 1,025 $69K
Morton Brown Family Wealth, LLC 0.02% New 1,000 $67K
State of Wyoming 0.01% New 960 $64K
City State Bank 0.02% No change 925 $62K
Northwest Investment Counselors, LLC 0.01% New 915 $61K
Future Financial Wealth Managment LLC 0.04% New 850 $57K
Coppell Advisory Solutions LLC 0.01% Reduce -40.3% 850 $57K
Rosenberg Matthew Hamilton 0.01% No change 830 $56K
CENTRAL TRUST Co 0.00% Reduce -20.3% 803 $54K
Caldwell Trust Co 0.01% Add +1500.0% 800 $54K
CoreCap Advisors, LLC 0.00% New 774 $52K
Washington Trust Advisors, Inc. 0.00% Add +7.3% 753 $51K
City Holding Co. 0.01% Add +13.6% 753 $51K
CNB Bank 0.02% No change 746 $50K
Trust Co. of Vermont 0.00% Add +6.6% 730 $49K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -61.8% 716 $48K
Capital Analysts, LLC 0.00% Add +215.5% 713 $48K
Cullen/Frost Bankers, Inc. 0.00% Reduce -91.3% 702 $47K
V-Square Quantitative Management LLC 0.01% New 689 $46K
Twin Lakes Capital Management, LLC 0.03% No change 679 $46K
GeoWealth Management, LLC 0.00% New 671 $45K
Crewe Advisors LLC 0.01% Reduce -1.0% 668 $45K
Continuum Advisory, LLC 0.01% Reduce -8.2% 529 $44K
Nemes Rush Group LLC 0.01% Add +20.3% 509 $43K
Hexagon Capital Partners LLC 0.01% Reduce -0.3% 614 $41K
Hobbs Group Advisors, LLC 0.01% Reduce -26.3% 561 $38K
Manchester Capital Management LLC 0.00% No change 506 $34K
LRI Investments, LLC 0.00% Reduce -46.0% 400 $33K
True Wealth Design, LLC 0.01% Add +64.7% 494 $33K
FNY Investment Advisers, LLC 0.02% New 500 $33K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -27.2% 501 $33K
PSI Advisors, LLC 0.01% No change 461 $31K
First United Bank & Trust 0.01% No change 450 $30K
Sit Investment Associates Inc. 0.00% No change 450 $30K
Centiva Capital, LP 0.00% Reduce -98.9% 435 $29K
CBIZ Investment Advisory Services, LLC 0.00% Add +112.8% 434 $29K
Abound Wealth Management 0.01% Add +1612.0% 428 $29K
EverSource Wealth Advisors, LLC 0.00% Reduce -24.8% 422 $28K
Quent Capital, LLC 0.00% Reduce -23.8% 413 $28K
Mather Group, Llc. 0.00% Reduce -76.1% 402 $27K
Mowery & Schoenfeld Wealth Management, LLC 0.04% No change 400 $27K
SouthState Bank Corp 0.00% Add +85.3% 391 $26K
Parkside Financial Bank & Trust 0.00% Add +26.6% 385 $26K
Tidemark, LLC 0.01% No change 376 $25K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 350 $23K
Deseret Mutual Benefit Administrators 0.01% Add +51.3% 348 $23K
Riverview Trust Co 0.02% Add +4.3% 343 $23K
Fifth Third Bancorp 0.00% Reduce -35.4% 331 $22K
Clearstead Trust, LLC 0.01% No change 325 $22K
AdvisorNet Financial, Inc 0.00% Reduce -71.0% 321 $22K
Picton Mahoney Asset Management 0.00% Add +132.6% 307 $21K
Global X Japan Co., Ltd. 0.00% Add +59.2% 312 $21K
Tradewinds Capital Management, LLC 0.01% Add +47.4% 311 $21K
HM Payson & Co. 0.00% Add +3.3% 310 $21K
Hollencrest Capital Management 0.00% No change 308 $21K
Horizon Financial Services, LLC 0.01% No change 300 $20K
Marathon Trading Investment Management LLC 0.01% Reduce -57.1% 300 $20K
Global Financial Private Client, LLC 0.01% No change 300 $20K
NBT Bank, N.A. 0.00% New 300 $20K
HHM Wealth Advisors, LLC 0.00% Reduce -49.8% 298 $20K
Avion Wealth 0.01% Reduce -24.4% 304 $20K
Valley National Advisers Inc. 0.00% Reduce -59.7% 306 $20K
Anchor Investment Management, LLC 0.00% No change 291 $20K
Quadrant Capital Group LLC 0.00% No change 289 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -20.1% 282 $19K
Rothschild Investment LLC 0.00% Reduce -14.3% 281 $19K
Denver PWM, LLC 0.01% Reduce -80.1% 261 $18K
McIlrath & Eck, LLC 0.00% No change 250 $17K
Addison Advisors LLC 0.00% Reduce -50.5% 246 $17K
Mfa Wealth Advisors, LLC 0.00% Reduce -11.6% 236 $16K
Versant Capital Management, Inc 0.00% Reduce -6.0% 235 $16K
Evermay Wealth Management LLC 0.00% No change 230 $15K
Beacon Capital Management, LLC 0.00% No change 229 $15K
Sound Income Strategies, LLC 0.00% Reduce -17.5% 217 $15K
Brown, Lisle/Cummings, Inc. 0.00% Add +40.0% 210 $14K
Smithfield Trust Co 0.00% No change 220 $14K
Raelipskie Partnership 0.01% New 200 $13K
Eagle Bay Advisors LLC 0.01% No change 200 $13K
Strategic Investment Solutions, Inc. 0.00% No change 200 $13K
IAG Wealth Partners, LLC 0.00% No change 200 $13K
Country Trust Bank 0.00% No change 200 $13K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +47.1% 200 $13K
Key Financial Inc 0.00% Add +3.2% 193 $13K
Albion Financial Group 0.00% No change 185 $12K
Sachetta, LLC 0.00% Add +18.5% 179 $12K
Assetmark, Inc. 0.00% Add +123.8% 179 $12K
Hemington Wealth Management 0.00% New 172 $12K
Pineridge Advisors LLC 0.00% No change 175 $12K
Valley Wealth Managers, Inc. 0.00% New 165 $11K
Cassady Schiller Wealth Management, LLC 0.00% No change 164 $11K
New England Capital Financial Advisors LLC 0.01% Reduce -32.2% 162 $11K
Lam Group, Inc. 0.01% No change 157 $11K
MV Capital Management, Inc. 0.00% Add +239.1% 156 $10K
Gould Capital, LLC 0.01% Reduce -34.8% 150 $10K
PFS Partners, LLC 0.01% No change 150 $10K
Fairfield Financial Advisors, LTD 0.00% No change 150 $10K
Lanark Financial, Inc. 0.00% Reduce -61.9% 160 $10K
Montag A & Associates Inc. 0.00% Add +297.3% 147 $10K
Transcendent Capital Group LLC 0.00% No change 140 $9K
SJS Investment Consulting Inc. 0.00% Add +5.3% 139 $9K
Colonial Trust Advisors 0.00% No change 135 $9K
Stephens Consulting, LLC 0.00% Reduce -17.5% 132 $9K
Planning Capital Management Corp 0.01% Reduce -83.3% 130 $9K
JFS Wealth Advisors, LLC 0.00% Reduce -8.2% 123 $8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +10.0% 110 $8K
Missouri Trust & Investment Co 0.00% No change 118 $8K
Tucker Asset Management LLC 0.00% No change 116 $8K
CarsonAllaria Wealth Management, Ltd. 0.00% Reduce -19.9% 109 $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 $7K
Ameliora Wealth Management Ltd. 0.00% New 100 $7K
EnRich Financial Partners LLC 0.00% No change 100 $7K
Nordwand Advisors, LLC 0.00% No change 100 $7K
Colonial Trust Co / SC 0.00% Reduce -9.1% 100 $7K
Silicon Valley Capital Partners 0.00% No change 100 $7K
Central Pacific Bank - Trust Division 0.00% No change 100 $7K
Investment Research & Advisory Group, Inc. 0.00% No change 98 $7K
Archer Investment Corp 0.00% No change 97 $7K
Activest Wealth Management 0.00% No change 95 $6K
Turim 21 Investimentos Ltda. 0.00% No change 95 $6K
ORG Partners LLC 0.00% Reduce -5.0% 94 $6K
Hilltop National Bank 0.00% No change 90 $6K
PrairieView Partners, LLC 0.00% No change 102 $6K
Park Place Capital Corp 0.00% No change 89 $6K
Global Wealth Strategies & Associates 0.00% Reduce -21.4% 88 $6K
Carolinas Wealth Consulting LLC 0.00% No change 87 $6K
Asset Dedication, LLC 0.00% Reduce -90.2% 86 $6K
Center for Financial Planning, Inc. 0.00% No change 85 $6K
Painted Porch Advisors LLC 0.00% No change 85 $6K
Highline Wealth Partners LLC 0.00% Reduce -30.9% 85 $6K
Cornerstone Planning Group LLC 0.00% Reduce -24.5% 77 $6K
Creekmur Asset Management LLC 0.00% Reduce -82.1% 82 $6K
Naples Money Management LLC 0.00% No change 80 $5K
Financial Network Wealth Advisors LLC 0.00% Add +25.4% 74 $5K
Bell Investment Advisors, Inc 0.00% Reduce -25.3% 74 $5K
Fortitude Family Office, LLC 0.00% New 71 $5K
Gilliland Jeter Wealth Management LLC 0.00% No change 71 $5K
WR Wealth Planners, LLC 0.00% Add +57.8% 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% No change 66 $4K
REAP Financial Group, LLC 0.00% No change 65 $4K
Arlington Trust Co LLC 0.00% New 60 $4K
Pflug Koory, LLC 0.00% — 57 $4K
Rise Advisors, LLC 0.00% Reduce -30.4% 55 $4K
Game Plan Financial Advisors, LLC 0.00% No change 50 $3K
Barrett & Company, Inc. 0.00% No change 50 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $3K
Flaharty Asset Management, LLC 0.00% New 50 $3K
CVA Family Office, LLC 0.00% Add +92.3% 50 $3K
Bfsg, LLC 0.00% No change 50 $3K
Glen Eagle Advisors, LLC 0.00% Add +8.9% 49 $3K
Heritage Wealth Advisors 0.00% No change 49 $3K
Hoey Investments, Inc. 0.00% No change 50 $3K
JNBA Financial Advisors 0.00% No change 47 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 50 $3K
Bruce G. Allen Investments, LLC 0.00% No change 43 $3K
C M Bidwell & Associates Ltd. 0.00% No change 41 $3K
Toth Financial Advisory Corp. 0.00% Reduce -55.6% 40 $3K
Cedar Wealth Management, LLC 0.00% No change 40 $3K
Grove Bank & Trust 0.00% No change 38 $3K
Fourpath Capital Management, LLC 0.00% New 37 $2K
Carolina Wealth Advisors, LLC 0.00% New 36 $2K
Bellevue Asset Management, LLC 0.00% No change 36 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +30.8% 34 $2K
Raffa Wealth Management, LLC 0.00% Reduce -77.5% 32 $2K
Hartford Financial Management Inc. 0.00% No change 31 $2K
Wolff Wiese Magana LLC 0.00% No change 30 $2K
Legacy Bridge, LLC 0.00% No change 30 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $2K
West Paces Advisors Inc. 0.00% No change 30 $2K
Liberty One Investment Management, LLC 0.00% Reduce -86.5% 30 $2K
Tacita Capital Inc 0.00% No change 28 $2K
Gen-Wealth Partners Inc 0.00% No change 24 $2K
Armstrong Advisory Group, Inc. 0.00% No change 25 $2K
CGC Financial Services, LLC 0.00% No change 25 $2K
Jackson, Grant Investment Advisers, Inc. 0.00% New 23 $2K
Carmichael Hill & Associates, Inc. 0.00% Reduce -23.1% 20 $1K
Robbins Farley 0.00% Reduce -22.7% 17 $1K
Granite FO LLC 0.00% New 17 $1K
Aspire Private Capital, LLC 0.00% No change 17 $1K
Dunhill Financial, LLC 0.00% New 15 $1K
Citizens National Bank Trust Department 0.00% No change 15 $1K
Tompkins Financial Corp. 0.00% No change 15 $1K
Robinswood Financial LLC 0.00% No change 15 $1K
GW&K Investment Management, LLC 0.00% No change 19 $1K
VitalStone Financial, LLC 0.00% No change 14 $940
GHP Investment Advisors, Inc. 0.00% No change 14 $940
Pacer Advisors, Inc. 0.00% New 14 $940
Northwest Financial Advisors 0.00% New 13 $872
SWAN Capital LLC 0.00% No change 12 $806
Valued Wealth Advisors LLC 0.00% New 11 $739
Kimelman & Baird, LLC 0.00% No change 11 $739
Private Wealth Management Group, LLC 0.00% No change 10 $672
JDM Financial Group LLC 0.00% New 10 $671
Berkshire Capital Holdings Inc. 0.00% No change 10 $671
Claris Advisors, LLC / Mo / 0.00% New 10 $671
Independence Bank of Kentucky 0.00% New 10 $671
Investors Research Corp 0.00% No change 10 $671
Proffitt & Goodson Inc. 0.00% Add +800.0% 9 $605
Moisand Fitzgerald Tamayo, LLC 0.00% No change 8 $538
TFC Financial Management, Inc. 0.00% Reduce -27.3% 8 $538
Thompson Investment Management, Inc. 0.00% No change 8 $537
Bogart Wealth, LLC 0.00% No change 8 $537
1620 Investment Advisors, Inc. 0.00% New 8 $510
Atticus Wealth Management, LLC 0.00% Reduce -83.3% 7 $470
Voisard Asset Management Group, Inc. 0.00% New 6 $403
Pacific Center for Financial Services 0.00% No change 5 $336
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $336
SOA Wealth Advisors, LLC. 0.00% No change 5 $336
Cape Investment Advisory, Inc. 0.00% New 5 $336
PayPay Securities Corp 0.02% Reduce -60.0% 4 $269
New Millennium Group LLC 0.00% No change 4 $269
GS Investments, Inc. 0.00% No change 4 $269
Elequin Capital, LP 0.00% New 3 $201
Concord Wealth Partners 0.00% Reduce -92.3% 2 $134
First Personal Financial Services 0.00% New 1 $68
Mendota Financial Group, LLC 0.00% Reduce -90.0% 1 $68
AllSquare Wealth Management LLC 0.00% No change 1 $67
Front Row Advisors LLC 0.00% Reduce -99.8% 1 $67
Core Alternative Capital 0.00% No change 1 $67
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $67
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.