BlockXYZ

13F holders, Q4 2024 (December 31)
1,140holders +151
176new positions
94sold out
16famous investors
$85.02avg. 13F price*

At the end of Q4 2024, 1,140 institutions reported holding Block Inc. (XYZ) in their 13F filings, up 151 from Q3 2024. 176 opened new positions and 94 sold out. The largest holders were Vanguard Group Inc. ($4.5B), BlackRock, Inc. ($2.7B) and FMR LLC ($1.9B). 16 famous investors held it, including Cathie Wood (3.5% of ARK Investment Management's portfolio), Stephen Mandel (2.4% of Lone Pine Capital's portfolio) and Gavin Baker (1.9% of Atreides Management's portfolio).

Company
Block Inc.
Sector
Technology
CUSIP
852234103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions176$669.9M
Exits94$609.6M

All 13F filers, Q3 2024 → Q4 2024: 49,398,028 shares bought and 36,539,655 shares sold, net +12,858,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,140 holders

Vanguard Group Inc. 0.08% Add +0.8% 53,327,436 $4.5B
BlackRock, Inc. 0.05% Add +1.3% 31,195,990 $2.7B
FMR LLC 0.12% Reduce -1.7% 22,623,285 $1.9B
Morgan Stanley 0.12% Add +19.0% 19,526,455 $1.7B
JPMorgan Chase & Co. 0.12% Add +8.5% 17,236,702 $1.5B
State Street Corp. 0.04% Add +1.8% 12,134,650 $1.0B
Baillie Gifford & Co. 0.73% Add +9.1% 11,167,806 $949.2M
Sands Capital Management, LLC 2.60% Reduce -7.9% 10,339,834 $878.8M
Geode Capital Management, LLC 0.06% Add +2.2% 8,882,268 $753.5M
Ameriprise Financial Inc. 0.17% Add +15.0% 7,596,238 $645.6M
Loomis Sayles & Co. L P 0.81% Reduce -3.4% 7,557,735 $642.3M
T. Rowe Price Associates Inc. 0.07% Add +777.9% 7,352,791 $624.9M
Norges Bank 0.08% Add +7.5% 7,147,524 $607.5M
Sumitomo Mitsui Trust Group, Inc. 0.38% Reduce -14.9% 6,707,402 $570.1M
Massachusetts Financial Services Co. 0.15% Add +229.8% 5,734,292 $487.4M
Amova Asset Management Americas, Inc. 4.97% Reduce -17.9% 5,399,053 $458.9M
Dragoneer Investment Group, LLC 7.62% Add +52.2% 5,132,752 $436.2M
American Century Companies Inc. 0.25% Reduce -3.7% 5,008,903 $425.7M
Wellington Management Group LLP 0.08% Reduce -9.4% 4,950,281 $420.7M
ARK Investment Management 3.49% Reduce -25.6% 4,927,919 $418.8M
Bank of America Corp. 0.04% Add +14.3% 4,923,790 $418.5M
Bank of New York Mellon Corp 0.06% Reduce -2.9% 4,016,286 $341.3M
Lone Pine Capital 2.38% Reduce -50.9% 3,765,793 $320.1M
Capital World Investors 0.05% Reduce -7.0% 3,646,979 $310.0M
UBS Group AG 0.07% Add +67.9% 3,493,873 $296.9M
Northern Trust Corp. 0.04% Add +18.4% 3,387,981 $287.9M
Hyperion Asset Management Ltd 8.83% Add +11.4% 3,134,218 $266.4M
Voya Investment Management LLC 0.31% Reduce -4.7% 3,023,211 $256.9M
Contour Asset Management LLC 7.34% Add +7.7% 2,985,082 $253.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +23.9% 2,984,955 $253.7M
Franklin Resources Inc. 0.07% Add +20.6% 2,908,868 $247.2M
Legal & General Group Plc 0.06% Reduce -4.9% 2,648,524 $225.1M
Bares Capital Management, Inc. 19.80% Reduce -12.3% 2,588,616 $220.0M
Citadel Advisors 0.20% Add +1917.5% 2,527,173 $214.8M
Millennium Management 0.19% Add +119.8% 2,494,853 $212.0M
Qube Research & Technologies Ltd 0.33% Add +39.4% 2,409,968 $204.8M
Charles Schwab Investment Management Inc. 0.04% Add +7.3% 2,363,194 $200.8M
Dimensional Fund Advisors LP 0.05% Add +3.1% 2,238,643 $190.3M
Clearbridge Investments, LLC 0.12% Reduce -4.7% 1,739,182 $147.8M
Jane Street Group, LLC 0.23% Add +227.9% 1,677,890 $142.6M
Swiss National Bank 0.09% Reduce -5.0% 1,568,486 $133.3M
Amundi 0.05% Reduce -27.3% 1,494,824 $129.7M
Wells Fargo & Company 0.03% Add +126.6% 1,480,450 $125.8M
Blair William & Co. 0.36% Add +199.7% 1,474,681 $125.3M
Westfield Capital Management Co. LP 0.52% New 1,416,339 $120.4M
Nuveen Asset Management, LLC 0.03% Reduce -70.6% 1,282,129 $109.0M
Bridgewater Associates 0.48% Add +210.8% 1,230,006 $104.5M
Frontier Capital Management Co. LLC 0.96% Add +39.4% 1,191,355 $101.3M
Deutsche Bank AG 0.04% Add +20.2% 1,185,663 $100.8M
Carmignac Gestion 1.50% Reduce -16.8% 1,110,500 $94.4M
Alphinity Investment Management Pty Ltd 0.51% Add +30.4% 1,069,203 $93.3M
Royal Bank of Canada 0.02% Add +56.4% 1,069,570 $90.9M
Silicon Valley Community Foundation 4.61% No change 1,064,435 $90.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% Reduce -21.3% 1,037,972 $88.2M
a16z Capital Management, L.L.C. 11.59% No change 1,016,697 $86.4M
Ribbit Management Company, LLC 9.63% No change 1,001,500 $85.1M
Goldman Sachs Group Inc. 0.02% Reduce -22.5% 991,215 $84.2M
SC US (ttgp), LTD. 0.68% No change 990,778 $84.2M
Gladstone Capital Management LLP 6.99% Add +240.8% 987,806 $84.0M
Contrarius Group Holdings Ltd 5.03% — 965,690 $82.1M
Invesco Ltd. 0.01% Add +0.7% 924,298 $78.6M
Bessemer Group Inc. 0.13% Reduce -1.4% 921,219 $78.3M
Sumitomo Mitsui Financial Group, Inc. 1.03% Add +0.0% 908,264 $77.2M
California Public Employees Retirement System 0.05% Reduce -6.5% 875,365 $74.4M
Kodai Capital Management LP 3.02% Reduce -28.3% 868,031 $73.8M
Alkeon Capital Management LLC 0.43% Reduce -44.7% 866,200 $73.6M
Point72 Asset Management 0.20% Reduce -43.6% 850,846 $72.3M
California State Teachers Retirement System 0.08% Reduce -4.6% 834,442 $70.9M
Twinbeech Capital LP 1.20% Reduce -1.5% 824,477 $70.1M
National Pension Service 0.06% Reduce -28.2% 777,805 $66.1M
Raymond James Financial Inc. 0.02% — 755,565 $64.2M
Atreides Management 1.94% New 728,208 $61.9M
Mitsubishi UFJ Trust & Banking Corp 0.14% Add +5.3% 705,871 $60.0M
Alyeska Investment Group, L.P. 0.22% Add +812.7% 698,041 $59.3M
Capital Fund Management S.A. 0.53% Reduce -54.2% 630,332 $53.6M
Southpoint Capital Advisors LP 1.20% Reduce -64.7% 600,000 $51.0M
Susquehanna International Group, LLP 0.08% Add +5.0% 592,251 $50.3M
Russell Investments Group, Ltd. 0.07% Add +56.7% 579,666 $49.4M
LPL Financial LLC 0.02% Add +10.5% 571,219 $48.5M
Rockefeller Capital Management L.P. 0.12% Add +86.6% 562,523 $47.8M
DekaBank Deutsche Girozentrale 0.09% No change 541,204 $47.2M
State Board of Administration of Florida Retirement System 0.09% Reduce -0.3% 551,513 $46.9M
Gilder Gagnon Howe & Co. LLC 0.50% Add +1.0% 549,792 $46.7M
State of Michigan Retirement System 0.24% Add +124.8% 542,246 $46.1M
New York State Common Retirement Fund 0.06% Add +50.6% 537,707 $45.7M
Walleye Capital LLC 0.48% Reduce -26.0% 531,037 $45.1M
Schroder Investment Management Group 0.04% Add +14.8% 527,713 $44.9M
HSBC Holdings PLC 0.03% Add +1.4% 520,427 $44.5M
Fred Alger Management, LLC 0.21% Add +39.3% 522,186 $44.4M
Meridiem Capital Partners LP 4.17% — 521,495 $44.3M
Par Capital Management Inc. 1.27% Add +1.1% 505,500 $43.0M
Parallax Volatility Advisers, L.P. 1.07% Add +129.4% 493,663 $42.0M
Van Eck Associates Corp. 0.05% Add +17.0% 489,772 $41.6M
Robeco Institutional Asset Management B.V. 0.07% Reduce -38.7% 448,299 $38.1M
Barclays PLC 0.02% Reduce -58.2% 445,176 $37.8M
Voloridge Investment Management, LLC 0.13% New 443,985 $37.7M
Baron Capital (BAMCO) 0.10% Reduce -3.5% 441,571 $37.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +4.8% 400,385 $36.9M
Bank of Montreal 0.02% Reduce -24.5% 420,772 $35.8M
Natixis Advisors, LLC 0.07% Reduce -18.0% 419,543 $35.7M
Titan Global Capital Management USA LLC 5.30% Add +152.9% 410,999 $34.9M
Korea Investment CORP 0.08% Add +65.8% 400,672 $34.1M
Tidal Investments LLC 0.27% Add +5.5% 385,880 $32.8M
Graypoint LLC 1.97% New 381,755 $32.4M
Alliancebernstein L.P. 0.01% Add +24.8% 378,442 $32.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Reduce -16.4% 363,641 $31.1M
First Trust Advisors LP 0.03% Add +1588.9% 363,921 $30.9M
Railway Pension Investments Ltd 0.40% No change 354,123 $30.1M
Public Employees Retirement Association of Colorado 0.11% Reduce -0.5% 336,195 $28.6M
Envestnet Asset Management Inc. 0.01% Add +10.2% 330,071 $28.1M
Walleye Trading LLC 0.55% Reduce -35.8% 328,353 $27.9M
Neuberger Berman Group LLC 0.02% Reduce -21.0% 327,319 $27.8M
Prudential Financial Inc. 0.04% Add +244.2% 326,888 $27.8M
Canada Pension Plan Investment Board 0.03% Reduce -29.3% 322,941 $27.4M
CANADA LIFE ASSURANCE Co 0.05% Reduce -3.1% 320,847 $27.3M
Asset Management One Co., Ltd. 0.09% Add +2.9% 305,643 $27.2M
APG Asset Management N.V. 0.08% New 329,152 $27.0M
Parnassus Investments, LLC 0.06% New 317,525 $27.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% — 316,992 $26.9M
State of Wisconsin Investment Board 0.07% Reduce -9.9% 305,318 $25.9M
Woodson Capital Management, LP 4.83% Reduce -26.1% 300,000 $25.5M
Citigroup Inc. 0.02% Reduce -11.3% 294,131 $25.0M
Alta Park Capital, LP 3.26% New 292,870 $24.9M
Assenagon Asset Management S.A. 0.04% Add +391.0% 292,571 $24.9M
Kayne Anderson Rudnick Investment Management LLC 0.06% Reduce -2.5% 292,374 $24.8M
TD Asset Management Inc 0.02% Add +94.1% 277,274 $23.6M
Storebrand Asset Management As 0.07% Add +13.9% 276,595 $23.5M
Erste Asset Management GmbH 0.28% No change 264,360 $23.1M
Danske Bank A/S 0.07% Add +19.5% 268,274 $22.8M
Alberta Investment Management Corp 0.16% Reduce -2.9% 265,001 $22.5M
BNP Paribas Financial Markets 0.02% Reduce -63.4% 263,844 $22.4M
Avory & Company, LLC 12.50% Add +0.1% 262,379 $22.3M
Nan Shan Life Insurance Co., Ltd. 0.53% Reduce -38.4% 261,800 $22.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.23% Reduce -27.3% 257,994 $22.2M
KBC Group NV 0.06% Add +146.2% 260,769 $22.2M
Renaissance Technologies 0.03% Reduce -70.4% 258,700 $22.0M
Verition Fund Management LLC 0.11% Add +661.6% 254,513 $21.6M
Nomura Asset Management Co. Ltd. 0.06% Reduce -0.8% 251,675 $21.4M
IMC-Chicago, LLC 0.57% Add +77.0% 245,159 $20.8M
Treasurer of the State of North Carolina 0.08% Add +0.6% 244,313 $20.8M
Commonwealth Equity Services, LLC 0.03% Reduce -4.4% 243,351 $20.7M
Royal London Asset Management Ltd. 0.05% Add +6.3% 241,660 $20.5M
Federated Hermes, Inc. 0.04% Reduce -25.3% 238,184 $20.2M
Nishkama Capital, LLC 3.21% New 231,227 $19.7M
HighTower Advisors, LLC 0.03% Add +8.8% 230,986 $19.6M
Public Employees Retirement System of Ohio 0.07% Reduce -5.2% 227,598 $19.3M
Advisors Asset Management, Inc. 0.36% Add +4.6% 227,379 $19.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +4.0% 222,810 $18.9M
GMO 0.06% Reduce -35.4% 222,470 $18.9M
Mn Services Vermogensbeheer B.V. 0.13% Add +3.9% 220,500 $18.7M
Pictet Asset Management Holding SA 0.02% Reduce -2.3% 209,875 $17.8M
OMERS ADMINISTRATION Corp 0.15% Add +4.6% 207,188 $17.6M
Penserra Capital Management LLC 0.32% Reduce -6.8% 206,132 $17.5M
State of New Jersey Common Pension Fund D 0.07% No change 206,065 $17.5M
Regal Partners Ltd 1.76% Add +2.5% 205,000 $17.4M
Long Walk Management LP 6.16% No change 202,500 $17.2M
Macquarie Group Ltd. 0.02% Reduce -4.7% 258,114 $17.2M
KLP Kapitalforvaltning As 0.08% — 196,100 $16.7M
Victory Capital Management Inc. 0.02% Reduce -1.1% 194,733 $16.6M
D. E. Shaw & Co. 0.02% Reduce -84.1% 191,529 $16.3M
Sei Investments Co. 0.02% Reduce -8.9% 191,021 $16.2M
STRS Ohio 0.06% Add +776.9% 186,622 $15.9M
Teacher Retirement System of Texas 0.06% Add +4876.1% 185,409 $15.8M
Private Capital Advisors, Inc. 1.87% New 185,043 $15.7M
Square Peg Capital PTY Ltd. 14.30% — 183,433 $15.6M
Lansforsakringar Fondforvaltning AB (publ) 0.06% — 181,634 $15.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.4% 176,919 $15.0M
Handelsbanken Fonder AB 0.06% Add +5.4% 176,484 $15.0M
Engineers Gate Manager LP 0.26% Reduce -0.7% 174,114 $14.8M
Cresset Asset Management, LLC 0.07% Reduce -15.6% 173,953 $14.8M
Deepwater Asset Management, LLC 4.72% Reduce -22.1% 170,016 $14.4M
Hartline Investment Corp./ 1.66% Add +96.2% 169,881 $14.4M
Stifel Financial Corp. 0.01% Add +15.2% 166,851 $14.2M
Arizona State Retirement System 0.08% Reduce -0.5% 158,714 $13.5M
Sierra Summit Advisors LLC 2.70% New 158,309 $13.5M
Gillson Capital LP 1.20% New 157,082 $13.3M
Resona Asset Management Co.,Ltd. 0.08% Reduce -6.0% 155,485 $13.3M
Vontobel Holding Ltd. 0.05% Reduce -65.8% 155,353 $13.2M
Aberdeen Group plc 0.02% Reduce -15.7% 153,056 $13.2M
Nepsis Inc. 3.24% New 114,941 $13.0M
Biondo Investment Advisors, LLC 1.75% Add +1.1% 149,720 $12.7M
Jupiter Asset Management Ltd. 0.12% New 147,646 $12.5M
FIL Ltd 0.01% New 145,031 $12.3M
Tredje AP-fonden 0.11% New 145,000 $12.3M
AQR Capital Management 0.02% Reduce -30.3% 141,200 $12.0M
Vestmark Advisory Solutions, Inc. 0.41% Add +10.2% 138,799 $11.8M
Cibc World Market Inc. 0.03% Add +11.6% 138,043 $11.7M
Sora Investors LLC 1.28% New 135,713 $11.5M
Man Group plc 0.04% Add +2196.1% 134,228 $11.4M
Truist Financial Corp. 0.02% Add +4.0% 134,176 $11.4M
Polar Capital Holdings Plc 0.06% Reduce -15.5% 130,931 $11.1M
Ensign Peak Advisors, Inc 0.02% Add +45.4% 130,315 $11.1M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +30.1% 125,442 $11.0M
Perpetual Ltd 0.13% New 126,828 $10.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +3.0% 126,737 $10.8M
Los Angeles Capital Management LLC 0.04% Reduce -55.0% 124,668 $10.6M
GenTrust, LLC 0.44% New 118,502 $10.1M
Federation des caisses Desjardins du Quebec 0.05% Add +3.3% 118,057 $10.0M
Varma Mutual Pension Insurance Co 0.08% Reduce -30.4% 117,425 $10.0M
Simplex Trading, LLC 0.28% New 117,078 $9.9M
QRG Capital Management, Inc. 0.10% Add +12.3% 116,861 $9.9M
Forsta Ap-Fonden 0.07% Reduce -0.9% 114,800 $9.8M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -2.2% 111,486 $9.8M
Squarepoint Ops LLC 0.03% Reduce -73.5% 114,286 $9.7M
Invenomic Capital Management LP 0.54% Add +64.4% 112,295 $9.5M
Ilmarinen Mutual Pension Insurance Co 0.08% New 110,000 $9.3M
CastleKnight Management LP 1.09% Add +163.2% 110,000 $9.3M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Reduce -23.7% 108,393 $9.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +14.5% 106,332 $9.0M
Soros Capital Management LLC 1.41% New 106,100 $9.0M
Trexquant Investment LP 0.10% Add +108.3% 104,715 $8.9M
St Germain D J Co. Inc. 0.40% Reduce -2.8% 103,915 $8.8M
Evoke Wealth, LLC 0.25% Add +0.0% 103,871 $8.8M
Comerica Bank 0.04% Add +126.2% 103,471 $8.8M
Teachers Retirement System of the State of Kentucky 0.08% No change 102,588 $8.7M
Ion Asset Management Ltd. 0.51% Reduce -33.3% 100,000 $8.5M
IFM Investors Pty Ltd 0.09% Reduce -9.1% 99,356 $8.4M
DNB Asset Management AS 0.04% Add +6.1% 98,772 $8.4M
Osborne Partners Capital Management, LLC 0.48% Add +0.3% 98,040 $8.3M
Ieq Capital, LLC 0.08% Reduce -11.1% 97,016 $8.2M
Allianz Asset Management GmbH 0.01% Add +23.9% 95,367 $8.1M
USS Investment Management Ltd 0.06% Reduce -10.5% 95,213 $8.1M
Maytus Capital Management, LLC 2.82% New 95,000 $8.1M
Laurion Capital Management LP 0.52% New 95,000 $8.1M
Sterling Capital Management LLC 0.11% Add +191.1% 93,040 $7.9M
Utah Retirement Systems 0.09% Add +0.2% 92,008 $7.8M
Cetera Investment Advisers 0.02% Add +5.5% 88,405 $7.5M
Generate Investment Management Ltd 0.52% New 88,107 $7.5M
SIH Partners, LLLP 0.52% Reduce -68.0% 87,793 $7.5M
Consolidated Press International Holdings Ltd. 1.11% Reduce -16.4% 86,860 $7.4M
Campbell Capital Management Inc. 2.81% Reduce -0.4% 84,370 $7.2M
MML Investors Services, LLC 0.02% Reduce -3.0% 84,354 $7.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.20% Reduce -7.1% 84,080 $7.2M
Police & Firemen's Retirement System of New Jersey 0.07% — 80,705 $6.9M
Tudor Investment Corporation 0.07% Add +1073.0% 80,317 $6.8M
Meeder Asset Management Inc. 0.47% Add +128.1% 79,533 $6.8M
Xponance LLC 0.06% Add +12.6% 78,488 $6.7M
Globeflex Capital L P 0.56% Add +1022.3% 78,384 $6.7M
Hel Ved Capital Management Ltd 2.03% New 77,900 $6.6M
Lane Generational LLC 6.45% Reduce -0.3% 77,683 $6.6M
SBI Securities Co., Ltd. 0.20% — 75,850 $6.4M
Crosslink Capital Inc. 0.87% New 73,905 $6.3M
Nisa Investment Advisors, LLC 0.02% Reduce -0.1% 73,265 $6.2M
Toronto Dominion Bank 0.01% Reduce -4.2% 72,971 $6.2M
Creative Planning 0.01% Reduce -1.1% 72,606 $6.2M
Graham Capital Management, L.P. 0.30% Reduce -26.2% 72,159 $6.1M
Nippon Life Global Investors Americas, Inc. 0.28% Reduce -7.8% 71,890 $6.1M
Quantinno Capital Management LP 0.06% Add +26.3% 71,039 $6.0M
Osaic Holdings, Inc. 0.01% Reduce -31.9% 77,871 $6.0M
Lombard Odier Asset Management (Europe) Ltd 0.41% Reduce -1.9% 70,798 $6.0M
Nissay Asset Management Corp. /Japan 0.04% Add +0.0% 66,620 $5.9M
Moloney Securities Asset Management, LLC 0.79% Add +6.4% 68,979 $5.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +46.0% 67,858 $5.8M
Investment House LLC 0.31% Reduce -0.2% 67,643 $5.7M
Groupe la Francaise 0.14% — 62,448 $5.7M
SeaBridge Investment Advisors LLC 1.17% Add +45.9% 65,652 $5.6M
Brown Advisory Inc. 0.01% Reduce -0.9% 64,365 $5.5M
Pathstone Holdings, LLC 0.02% Add +2.1% 62,256 $5.3M
Sanctuary Advisors, LLC 0.03% Add +7.1% 56,149 $5.2M
Nomura Holdings Inc. 0.03% Reduce -31.5% 60,980 $5.2M
Left Brain Wealth Management, LLC 1.94% Add +16.2% 60,277 $5.1M
Townsquare Capital LLC 0.06% Add +1.5% 59,760 $5.1M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -74.3% 59,047 $5.0M
Financial Sense Advisors, Inc. 1.68% New 58,954 $5.0M
Optas, LLC 1.08% Reduce -5.3% 58,735 $5.0M
Yarbrough Capital, LLC 0.19% Add +16.7% 58,710 $5.0M
Tybourne Capital Management (hk) Ltd. 1.25% Add +92.5% 58,687 $5.0M
Otter Creek Advisors, LLC 3.43% New 58,601 $5.0M
Andra AP-fonden 0.08% Reduce -79.3% 58,500 $5.0M
Mercer Global Advisors Inc. 0.01% Reduce -6.9% 58,124 $4.9M
Deltec Asset Management LLC 0.98% New 58,000 $4.9M
Caprock Group, LLC 0.16% Add +1.7% 57,850 $4.9M
US Bancorp \de 0.01% Add +5.6% 57,739 $4.9M
Cubist Systematic Strategies, LLC 0.08% Reduce -47.1% 57,619 $4.9M
Leonteq Securities AG 0.47% Reduce -6.3% 56,634 $4.8M
UMB Bank, n.a. 0.08% Add +2352.7% 56,462 $4.8M
Jessup Wealth Management, Inc 2.04% New 56,436 $4.8M
Catalyst Funds Management Pty Ltd 1.18% Add +701.4% 56,100 $4.8M
Y-Intercept (Hong Kong) Ltd 0.32% Add +565.9% 56,078 $4.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -9.5% 55,997 $4.8M
National Bank of Canada 0.01% Add +15.9% 55,710 $4.7M
Kestra Advisory Services, LLC 0.03% Add +0.3% 54,885 $4.7M
Jain Global LLC 0.14% — 54,592 $4.6M
Mariner, LLC 0.01% Reduce -5.2% 54,504 $4.6M
Mackenzie Financial Corp. 0.01% Reduce -41.8% 54,068 $4.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +0.3% 52,895 $4.5M
Wealthfront Advisers LLC 0.01% Add +11.3% 52,675 $4.5M
Galaxy Digital Capital Management GP LLC 3.19% — 51,436 $4.4M
Daiichi Life Insurance Co., Ltd. 0.12% Add +168.5% 49,710 $4.2M
Elo Mutual Pension Insurance Co 0.09% Add +0.7% 49,480 $4.2M
SP Asset Management LLC 0.35% Reduce -7.1% 49,066 $4.2M
Swedbank AB 0.01% Add +16.3% 48,876 $4.2M
Janus Henderson Group PLC 0.00% Reduce -9.7% 48,655 $4.1M
Panagora Asset Management Inc. 0.02% Reduce -5.8% 47,737 $4.1M
Prana Capital Management, LP 0.19% Reduce -34.8% 47,573 $4.0M
Old Well Partners, LLC 7.66% Reduce -12.9% 47,200 $4.0M
Fisher Funds Management LTD 0.10% — 46,507 $4.0M
Insight Wealth Strategies, LLC 0.53% New 46,089 $3.9M
Daiwa Securities Group Inc. 0.02% Reduce -29.7% 46,027 $3.9M
Hudson Bay Capital Management LP 0.03% New 45,434 $3.9M
Dnca Finance 0.31% New 45,350 $3.9M
PDT Partners, LLC 0.34% Reduce -31.0% 44,835 $3.8M
Cerity Partners LLC 0.01% Add +22.5% 45,778 $3.8M
Moody LYNN Lieberson & Walker, LLC 0.23% New 44,413 $3.8M
Lee Johnson Capital Management, LLC 1.98% New 44,209 $3.8M
Nordea Investment Management AB 0.00% Add +5.6% 43,167 $3.7M
AXA S.A. 0.01% Add +327.6% 43,307 $3.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -1.0% 42,619 $3.6M
CenterBook Partners LP 0.22% New 42,596 $3.6M
TB Alternative Assets Ltd. 0.91% New 41,529 $3.5M
Manufacturers Life Insurance Company, The 0.00% Add +6.2% 40,755 $3.5M
O'shaughnessy Asset Management, LLC 0.03% Add +41.5% 40,892 $3.5M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1.38% Add +6.0% 39,650 $3.5M
Arkadios Wealth Advisors 0.19% Add +21.0% 40,656 $3.5M
Pursue Wealth Partners LLC 1.91% Add +1.3% 39,274 $3.3M
Clare Market Investments LLC 0.79% Add +46.9% 38,994 $3.3M
Yoder Wealth Management, Inc. 1.82% Reduce -2.1% 38,850 $3.3M
Palisade Capital Management, LP 0.10% Reduce -0.8% 38,654 $3.3M
Chicago Capital, LLC 0.09% Add +30.1% 38,144 $3.2M
Tocqueville Asset Management L.P. 0.05% Reduce -0.5% 37,727 $3.2M
Candriam S.C.A. 0.02% Add +11.4% 37,249 $3.2M
Banco Santander, S.A. 0.04% Reduce -15.4% 37,179 $3.2M
Leuthold Group, LLC 0.38% New 37,091 $3.2M
TCW Group Inc. 0.03% New 37,026 $3.1M
J. Stern & Co. LLP 0.29% Add +9.4% 36,598 $3.1M
CHURCHILL MANAGEMENT Corp 0.03% Add +36.8% 36,433 $3.1M
Swiss Life Asset Management Ltd 0.02% Add +63.4% 36,316 $3.1M
Fieldview Capital Management, LLC 0.47% — 36,091 $3.1M
Principal Financial Group Inc. 0.00% Reduce -12.1% 36,074 $3.1M
Liontrust Investment Partners LLP 0.04% New 36,059 $3.1M
Schonfeld Strategic Advisors LLC 0.02% Add +34.5% 35,974 $3.1M
IronBridge Private Wealth, LLC 1.11% New 35,476 $3.0M
Carroll Investors, Inc 1.69% Reduce -11.1% 35,129 $3.0M
Cinctive Capital Management LP 0.16% Reduce -48.1% 35,203 $3.0M
Vanguard Personalized Indexing Management, LLC 0.05% Add +13.8% 35,186 $3.0M
Avantax Advisory Services, Inc. 0.02% Add +17.8% 35,052 $3.0M
Private Advisor Group, LLC 0.02% Add +12.1% 35,029 $3.0M
Atria Investments, Inc 0.04% Add +8.6% 35,003 $3.0M
Baird Financial Group, Inc. 0.01% Add +122.5% 34,354 $2.9M
Franklin Street Advisors Inc. 0.19% New 34,295 $2.9M
Thrivent Financial for Lutherans 0.01% Add +16.9% 34,126 $2.9M
M&T Bank Corp 0.01% Add +1.4% 33,903 $2.9M
Martin Capital Advisors, LLP 1.83% No change 33,392 $2.8M
SWS Partners 0.86% Reduce -18.7% 33,321 $2.8M
Dilation Capital Management LP 2.56% — 32,620 $2.8M
Credit Agricole S A 0.01% Add +53.5% 32,575 $2.8M
McGuire Investment Group, LLC 0.40% Add +0.0% 32,497 $2.8M
Westpac Banking Corp. 0.18% Add +796.3% 32,427 $2.8M
Amalgamated Bank 0.02% Reduce -0.8% 32,273 $2.7M
Royal Fund Management, LLC 0.29% Add +26.7% 31,531 $2.7M
Longitude (Cayman) Ltd. 3.07% Reduce -19.2% 31,500 $2.7M
Game Creek Capital, LP 1.47% Add +50.0% 31,500 $2.7M
LGT Group Foundation 0.04% Add +10.9% 31,413 $2.7M
Gator Capital Management, LLC 1.01% No change 31,400 $2.7M
Wasatch Advisors LP 0.01% Add +1.3% 31,177 $2.6M
Great Valley Advisor Group, Inc. 0.06% Reduce -39.2% 30,684 $2.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.3% 29,728 $2.5M
Maryland State Retirement & Pension System 0.05% Reduce -6.6% 29,661 $2.5M
B. Metzler seel. Sohn & Co. AG 0.03% Add +31.8% 29,634 $2.5M
Scotia Capital Inc. 0.01% Add +316.1% 29,585 $2.5M
Corient Private Wealth LP 0.00% Reduce -16.6% 29,526 $2.5M
Dark Forest Capital Management LP 0.37% New 29,374 $2.5M
Achmea Investment Management B.V. 0.04% Reduce -50.5% 28,942 $2.5M
Richard P Slaughter Associates Inc 0.55% Reduce -1.0% 28,825 $2.4M
Exchange Traded Concepts, LLC 0.05% Add +117.9% 28,594 $2.4M
GFG Capital, LLC 0.67% Add +1.1% 28,477 $2.4M
Avanza Fonder AB 0.07% — 28,408 $2.4M
Oppenheimer & Co. Inc. 0.04% Add +145.9% 27,846 $2.4M
Vident Advisory, LLC 0.04% Reduce -9.4% 27,466 $2.3M
Accurate Wealth Management, LLC 0.45% Add +35.1% 28,269 $2.3M
Janney Montgomery Scott LLC 0.01% Reduce -27.5% 27,401 $2.3M
Independent Financial Group, LLC 0.08% Add +0.5% 26,920 $2.3M
Empowered Funds, LLC 0.03% Add +11.7% 26,562 $2.3M
Vestor Capital, LLC 0.17% New 26,506 $2.3M
HAP Trading, LLC 0.75% New 26,315 $2.2M
Procyon Advisors, LLC 0.14% Add +4.7% 26,305 $2.2M
Motley Fool Asset Management LLC 0.12% Add +6.1% 26,286 $2.2M
Ethic Inc. 0.05% Reduce -25.7% 26,280 $2.2M
Ardsley Advisory Partners LP 0.43% New 26,000 $2.2M
PNC Financial Services Group, Inc. 0.00% Reduce -6.3% 25,610 $2.2M
United Advisor Group, LLC 0.43% Reduce -1.1% 25,601 $2.2M
Cibc World Markets Corp. 0.01% Reduce -22.5% 25,126 $2.1M
Harbour Investments, Inc. 0.06% Reduce -1.1% 24,799 $2.1M
Employees Retirement System of Texas 0.02% No change 24,536 $2.1M
Benjamin Edwards Inc. 0.03% Reduce -38.3% 24,202 $2.1M
Templeton & Phillips Capital Management, LLC 1.63% Add +24.7% 24,142 $2.1M
Bayesian Capital Management, LP 0.25% Add +230.1% 24,100 $2.0M
Myriad Asset Management US LP 1.37% — 24,055 $2.0M
Drive Wealth Management, LLC 0.49% Reduce -2.1% 23,735 $2.0M
Y.D. More Investments Ltd 0.18% Add +13.9% 23,165 $2.0M
Legal Advantage Investments, Inc. 1.04% Add +13.2% 23,160 $2.0M
Facet Wealth, Inc. 0.05% Add +0.5% 23,037 $2.0M
NTV Asset Management LLC 0.26% New 23,052 $2.0M
Shelton Capital Management 0.05% No change 23,000 $2.0M
Captrust Financial Advisors 0.01% Reduce -2.5% 22,741 $1.9M
Weinberger Asset Management, Inc 0.80% Add +0.0% 22,656 $1.9M
CIBC Asset Management Inc 0.01% Add +13.8% 22,614 $1.9M
Douglass Winthrop Advisors, LLC 0.04% Add +1.8% 22,515 $1.9M
Evanson Asset Management, LLC 0.13% Reduce -0.0% 22,500 $1.9M
Institute for Wealth Management, LLC. 0.24% Reduce -2.5% 22,276 $1.9M
Fortis Group Advisors, LLC 0.35% New 22,254 $1.9M
Kestra Private Wealth Services, LLC 0.03% Add +2.9% 22,168 $1.9M
Kazazian Asset Management, LLC 1.47% — 21,966 $1.9M
Focus Partners Wealth 0.00% Add +109.8% 21,818 $1.9M
Lombard Odier Asset Management (Switzerland) SA 0.14% Add +36.3% 21,700 $1.8M
Harbert Fund Advisors, LLC 1.59% Add +186.7% 21,500 $1.8M
Cwm, LLC 0.01% Add +28.7% 21,461 $1.8M
Stephens Inc. 0.03% Add +29.8% 21,456 $1.8M
Aviva PLC 0.00% Reduce -0.3% 21,341 $1.8M
Maven Securities LTD 0.29% Reduce -5.3% 21,292 $1.8M
Equitable Holdings, Inc. 0.02% Add +3.8% 21,264 $1.8M
Gateway Investment Advisers LLC 0.02% Reduce -35.8% 21,022 $1.8M
Pinnacle Wealth Management, LLC 1.99% New 21,013 $1.8M
Aviance Capital Partners, LLC 0.25% Add +4.6% 21,004 $1.8M
BNC Wealth Management, LLC 0.58% New 20,920 $1.8M
&partners 0.02% Add +29.1% 19,248 $1.8M
Abn Amro Investment Solutions 0.03% Reduce -20.7% 20,654 $1.8M
Oak Thistle LLC 0.52% Reduce -11.6% 20,602 $1.8M
Tairen Capital Ltd 0.25% Reduce -42.0% 20,300 $1.7M
Gotham Asset Management 0.02% Reduce -63.3% 20,245 $1.7M
Nicholas Investment Partners, LP 0.17% New 20,208 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -1.5% 20,093 $1.7M
Bank of Nova Scotia 0.00% Reduce -57.3% 19,601 $1.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.20% Add +87.3% 19,457 $1.7M
DB Fitzpatrick & Co, Inc 1.50% Add +11.0% 19,167 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Add +3.8% 19,140 $1.6M
Alamar Capital Management, LLC 0.89% Reduce -5.2% 19,120 $1.6M
Intellectus Partners, LLC 0.36% Add +24.8% 19,054 $1.6M
Lazard Asset Management LLC 0.00% Reduce -29.1% 18,899 $1.6M
Marshall Wace, LLP 0.00% Add +24.4% 18,611 $1.6M
Sepio Capital, LP 0.13% Reduce -2.3% 18,603 $1.6M
Shelton Wealth Management, LLC 0.86% Add +2.4% 18,546 $1.6M
Bouvel Investment Partners, LLC 0.55% Add +1.3% 18,093 $1.5M
SeaCrest Wealth Management, LLC 0.16% Add +14.5% 17,893 $1.5M
WINTON GROUP Ltd 0.10% New 17,879 $1.5M
Intech Investment Management LLC 0.01% Reduce -38.0% 17,874 $1.5M
Old Mission Investment Co LLC 0.45% Reduce -11.5% 17,868 $1.5M
Qsemble Capital Management, LP 0.20% Add +8.3% 17,814 $1.5M
Canada Post Corp Registered Pension Plan 0.09% — 17,738 $1.5M
Stratos Wealth Partners, LTD. 0.02% Reduce -8.3% 17,676 $1.5M
Marex Group Ltd 0.03% Reduce -21.2% 17,390 $1.5M
Fox Run Management, L.L.C. 0.27% New 17,302 $1.5M
Natixis 0.01% Reduce -13.4% 17,254 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +2.6% 17,243 $1.5M
Perigon Wealth Management, LLC 0.04% Add +66.7% 16,948 $1.5M
Tabor Asset Management, LP 0.68% New 16,885 $1.4M
Harvest Portfolios Group Inc. 0.05% Add +12.4% 16,789 $1.4M
SRN Advisors, LLC 1.26% Add +26.6% 16,632 $1.4M
XTX Topco Ltd 0.12% Add +96.2% 16,618 $1.4M
XY Capital Ltd 1.57% Add +35.2% 16,597 $1.4M
Atria Wealth Solutions, Inc. 0.02% Reduce -24.0% 16,560 $1.4M
WoodTrust Financial Corp 0.20% New 16,542 $1.4M
Rathbones Group PLC 0.01% Reduce -4.8% 16,484 $1.4M
Allstate Corp. 0.04% New 16,411 $1.4M
Prelude Capital Management, LLC 0.12% Add +315.4% 16,398 $1.4M
Garrison Point Advisors, LLC 0.65% Add +0.2% 16,238 $1.4M
Griffin Asset Management, Inc. 0.16% Reduce -16.9% 16,228 $1.4M
Optiver Holding B.V. 0.04% Reduce -71.8% 16,119 $1.4M
Hohimer Wealth Management, LLC 0.26% Add +0.4% 15,901 $1.4M
Guardian Partners Inc. 0.14% — 15,530 $1.3M
Plato Investment Management Ltd 0.10% Reduce -14.7% 15,789 $1.3M
Red Spruce Capital, LLC 0.59% Add +6.9% 15,740 $1.3M
Sigma Planning Corp 0.04% Add +24.9% 15,566 $1.3M
AXS Investments LLC 0.37% Reduce -21.2% 15,565 $1.3M
Diversify Advisory Services, LLC 0.07% New 15,931 $1.3M
Virtus Advisers, LLC 0.54% New 15,454 $1.3M
Compass Capital Corp. /Ma/ 0.51% — 14,603 $1.3M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +2.5% 13,853 $1.3M
Signal Advisors Wealth, LLC 0.15% Reduce -12.5% 15,279 $1.3M
Point72 Asia (Singapore) Pte. Ltd. 0.34% New 15,110 $1.3M
Hunting Hill Global Capital, LLC 0.57% No change 14,959 $1.3M
Avitas Wealth Management LLC 0.18% Reduce -0.7% 14,942 $1.3M
Jones Financial Companies LLLP 0.00% Add +64.1% 14,875 $1.3M
Barings LLC 0.03% No change 14,870 $1.3M
Independent Advisor Alliance 0.02% Add +17.9% 14,860 $1.3M
River Global Investors LLP 0.25% Reduce -45.2% 14,835 $1.3M
Wedbush Securities Inc. 0.04% Add +12.0% 14,708 $1.3M
PFG Investments, LLC 0.08% Reduce -6.2% 14,695 $1.2M
Koss-Olinger Consulting, LLC 0.11% New 14,668 $1.2M
One River Asset Management, LLC 1.85% Add +227.5% 14,149 $1.2M
HB Wealth Management, LLC 0.01% Reduce -4.7% 14,557 $1.2M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.21% — 14,505 $1.2M
Nations Financial Group Inc, /Ia/ 0.09% Add +85.6% 14,376 $1.2M
Audent Global Asset Management, LLC 0.79% New 14,319 $1.2M
D.A. Davidson & Co. 0.01% Add +3.0% 14,267 $1.2M
Quantitative Investment Management, LLC 0.09% Reduce -21.7% 14,225 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -10.9% 14,193 $1.2M
Nicholas Wealth, LLC. 0.66% Add +14.7% 14,684 $1.2M
Two Sigma Advisers, LP 0.00% New 14,100 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Add +24.1% 14,035 $1.2M
Ninepoint Partners LP 0.18% No change 13,695 $1.2M
Transatlantique Private Wealth LLC 0.44% Add +5.8% 13,591 $1.2M
Virtu Financial LLC 0.06% New 13,409 $1.1M
Praxis Investment Management Inc. 0.07% New 13,280 $1.1M
Twin Capital Management Inc. 0.12% Reduce -40.9% 13,137 $1.1M
Compagnie Lombard Odier SCmA 0.02% Reduce -6.6% 13,083 $1.1M
Prospera Financial Services Inc 0.03% Add +53.8% 13,068 $1.1M
CMT Capital Markets Trading GmbH 0.65% Reduce -25.9% 12,890 $1.1M
Spire Wealth Management 0.03% Add +600.4% 12,894 $1.1M
Pitcairn Co. 0.06% Reduce -6.4% 12,709 $1.1M
Alpha Cubed Investments, LLC 0.05% New 12,529 $1.1M
BNP Paribas 0.01% Reduce -23.4% 12,512 $1.1M
Raiffeisen Bank International AG 0.02% — 12,080 $1.1M
Secure Asset Management, LLC 0.16% Add +0.9% 12,296 $1.0M
NewEdge Advisors, LLC 0.01% Add +67.9% 12,211 $1.0M
Mgo One Seven LLC 0.04% Reduce -23.3% 12,189 $1.0M
White Knight Strategic Wealth Advisors, LLC 0.43% Add +98.5% 12,088 $1.0M
Pittenger & Anderson Inc. 0.04% Add +48.3% 12,015 $1.0M
Symmetry Investments LP 0.06% New 12,000 $1.0M
Cornercap Investment Counsel Inc. 0.33% Reduce -13.5% 11,912 $1.0M
Venturi Wealth Management, LLC 0.05% Add +564.7% 11,892 $1.0M
Sowell Financial Services LLC 0.05% New 11,801 $1.0M
Profit Investment Management, LLC 0.80% Reduce -4.4% 11,796 $1.0M
HUB Investment Partners, LLC 0.04% Reduce -5.5% 11,791 $1.0M
Greenland Capital Management LP 0.20% Reduce -66.1% 11,559 $982K
Bahl & Gaynor LLC 0.01% No change 11,400 $969K
Capital Markets Trading UK LLP 0.57% Reduce -37.9% 11,355 $965K
Flagship Harbor Advisors, LLC 0.05% Reduce -8.6% 11,313 $962K
Compound Planning, Inc. 0.05% Add +21.7% 11,294 $960K
Udine Wealth Management, Inc. 0.61% New 11,208 $953K
EP Wealth Advisors, LLC 0.01% Reduce -1.3% 11,065 $940K
Boomfish Wealth Group, LLC 0.57% Reduce -11.3% 11,064 $940K
Orion Porfolio Solutions, LLC 0.01% Add +47.8% 10,971 $932K
Orion Portfolio Solutions, LLC 0.01% Add +47.8% 10,971 $932K
Boussard & Gavaudan Investment Management LLP 0.12% New 10,636 $930K
Eisler Capital Management Ltd. 0.03% — 10,709 $929K
Gsa Capital Partners LLP 0.07% Reduce -51.6% 10,911 $927K
CIBC Private Wealth Group LLC 0.00% Reduce -3.7% 10,679 $926K
Landscape Capital Management, L.L.C. 0.10% Reduce -74.8% 10,763 $915K
B. Riley Wealth Advisors, Inc. 0.03% Add +3.5% 10,755 $914K
Park Avenue Securities LLC 0.01% Add +25.5% 10,737 $913K
Gilbert & Cook, Inc. 0.13% Add +0.4% 10,740 $913K
Centiva Capital, LP 0.03% Add +2345.1% 10,636 $904K
UniSuper Management Pty Ltd 0.01% Reduce -16.5% 10,600 $901K
Vinva Investment Management Ltd 0.03% Reduce -53.2% 10,269 $898K
Westwood Holdings Group Inc. 0.01% New 10,549 $897K
TD Waterhouse Canada Inc. 0.01% Add +0.6% 10,510 $894K
Fortis Capital Advisors, LLC 0.30% Add +43.3% 13,440 $888K
Belpointe Asset Management LLC 0.05% Add +43.3% 13,440 $888K
Moneco Advisors, LLC 0.09% New 10,114 $860K
Alps Advisors Inc. 0.01% Reduce -29.1% 10,003 $850K
Sphera Management Technology Funds Ltd 0.67% — 10,000 $850K
Bleakley Financial Group, LLC 0.03% Add +37.6% 9,949 $846K
Advisory Services Network, LLC 0.02% Reduce -3.6% 9,919 $843K
Insigneo Advisory Services, LLC 0.09% Reduce -2.3% 9,841 $836K
Vestcor Inc 0.03% Reduce -11.3% 9,837 $836K
LCNB Corp. 0.30% No change 9,785 $832K
Apollon Wealth Management, LLC 0.02% Add +3.3% 9,702 $825K
Stratos Wealth Advisors, LLC 0.04% Reduce -10.1% 9,592 $815K
NewEdge Wealth, LLC 0.01% Add +11.7% 9,571 $813K
Quadcap Wealth Management, LLC 0.12% Reduce -0.6% 9,494 $807K
Wilmington Savings Fund Society, FSB 0.01% Reduce -5.0% 9,401 $799K
Titleist Asset Management, LLC 0.09% Reduce -36.6% 9,346 $794K
Finivi Inc. 0.63% New 9,304 $791K
Commerce Bank 0.00% Add +2.4% 9,196 $782K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +183.8% 9,154 $778K
Sequoia Financial Advisors, LLC 0.01% Add +9.6% 9,119 $775K
Metis Global Partners, LLC 0.02% Add +8.8% 9,106 $774K
Focus Financial Network, Inc. 0.03% Reduce -11.4% 9,066 $771K
Altfest L J & Co. Inc. 0.10% Reduce -19.7% 8,991 $764K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -1.9% 8,987 $764K
Yousif Capital Management, LLC 0.01% Add +9.3% 8,937 $760K
Argonautica Private Wealth Management, Inc. 0.24% Reduce -0.1% 8,917 $758K
KRS Capital Management, LLC 0.53% Add +11.5% 8,832 $751K
Siemens Fonds Invest GmbH 0.08% No change 8,563 $749K
Composition Wealth, LLC 0.02% Add +0.4% 8,758 $744K
Friedenthal Financial 0.43% New 8,750 $744K
JBGlobal.com LLC 0.78% — 8,713 $741K
Prudential PLC 0.00% No change 8,708 $740K
Spark Investment Management LLC 3.58% No change 8,700 $739K
SteelPeak Wealth, LLC 0.03% Reduce -5.1% 8,564 $728K
Blueshift Asset Management, LLC 0.27% New 8,555 $727K
SG Americas Securities, LLC 0.00% Reduce -59.0% 8,526 $725K
Jamison Private Wealth Management, Inc. 0.11% Reduce -5.2% 8,408 $715K
Inceptionr LLC 0.16% Reduce -27.9% 8,385 $713K
Key Client Fiduciary Advisors, LLC 0.32% Add +1.4% 8,340 $709K
Tower Research Capital LLC (TRC) 0.01% Add +27.8% 8,267 $703K
United Capital Financial Advisors, LLC 0.01% Reduce -2.4% 8,248 $701K
Forum Financial Management, LP 0.01% Add +17.6% 8,216 $698K
Acorn Financial Advisory Services Inc. 0.11% Reduce -5.1% 8,183 $696K
Snowden Capital Advisors LLC 0.02% Add +2.8% 8,095 $688K
Wealthcare Advisory Partners LLC 0.02% Add +9.8% 8,065 $685K
Fisher Asset Management 0.00% Reduce -5.8% 7,976 $678K
Jasper Ridge Partners, L.P. 0.02% No change 7,927 $674K
Sunbelt Securities, Inc. 0.06% Reduce -9.7% 7,681 $672K
Two Sigma Securities, LLC 0.12% Reduce -79.6% 7,864 $668K
Cache Advisors, LLC 0.28% — 7,830 $665K
1858 Wealth Management, LLC 0.52% New 7,792 $662K
Two Sigma Investments, LP 0.00% Reduce -77.7% 7,744 $658K
Choreo, LLC 0.01% Reduce -39.6% 7,534 $657K
Meeder Advisory Services, Inc. 0.04% Add +9.5% 7,663 $651K
U S Wealth Group, Llc. 0.49% — 7,630 $648K
Ballentine Partners, LLC 0.01% Add +18.1% 7,592 $645K
Realta Investment Advisors 0.26% Reduce -24.4% 6,917 $637K
Banque Pictet & Cie SA 0.01% No change 7,400 $629K
Ossiam 0.01% Reduce -28.7% 7,397 $629K
Kingsview Wealth Management, LLC 0.01% New 7,387 $628K
Knollwood Investment Advisory, LLC 0.07% No change 7,306 $621K
Toth Financial Advisory Corp. 0.07% Add +18150.0% 7,300 $620K
Grant Private Wealth Management Inc 0.67% — 7,272 $618K
Avior Wealth Management, LLC 0.02% Reduce -3.8% 7,257 $617K
Chesapeake Capital Corp. 0.61% New 7,073 $601K
Signaturefd, LLC 0.01% Add +3.1% 7,037 $598K
Brevan Howard Capital Management LP 0.01% New 6,993 $594K
IFP Advisors, Inc 0.02% Add +94.1% 6,911 $587K
CI Investments Inc. 0.00% Add +160.2% 6,896 $586K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 6,868 $584K
Malaga Cove Capital, LLC 0.23% Reduce -0.4% 6,866 $584K
Kingswood Wealth Advisors, LLC 0.04% New 6,778 $576K
Tran Capital Management, L.P. 0.07% No change 6,768 $575K
Nilsine Partners, LLC 0.06% Add +9.4% 6,765 $575K
Moors & Cabot, Inc. 0.03% Add +4.8% 6,752 $574K
Arete Wealth Advisors, LLC 0.04% Add +16.4% 6,699 $570K
Unique Wealth Strategies, LLC 0.25% New 6,676 $567K
Corebridge Financial, Inc. 0.00% Reduce -4.9% 6,555 $557K
Financial Advocates Investment Management 0.03% Add +2.6% 6,524 $554K
Synovus Financial Corp. 0.01% Reduce -36.4% 6,467 $550K
Premier Path Wealth Partners, LLC 0.08% Add +8.6% 6,411 $545K
JB Capital LLC 0.03% Add +7.7% 6,397 $544K
Marietta Investment Partners LLC 0.12% New 6,311 $536K
Doliver Advisors, LP 0.15% Reduce -0.6% 6,306 $536K
Boothbay Fund Management, LLC 0.02% Reduce -26.9% 6,267 $533K
Moser Wealth Advisors, LLC 0.28% No change 6,265 $532K
Vise Technologies, Inc. 0.04% Add +18.5% 6,263 $532K
Whalen Wealth Management Inc. 0.37% New 6,202 $527K
Painted Porch Advisors LLC 0.26% Add +7161.2% 6,172 $525K
Principal Securities, Inc. 0.01% Add +2.5% 6,155 $523K
MBA Advisors LLC 0.26% New 6,142 $522K
Interchange Capital Partners, LLC 0.19% Reduce -25.9% 6,091 $518K
Integrated Advisors Network LLC 0.02% Reduce -34.9% 6,068 $516K
Axxcess Wealth Management, LLC 0.01% Reduce -48.8% 6,043 $514K
Capula Management Ltd 0.00% New 6,026 $512K
Savant Capital, LLC 0.00% Add +6.2% 6,014 $511K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.23% New 6,000 $510K
Concurrent Investment Advisors, LLC 0.01% Add +3.2% 5,993 $509K
MAI Capital Management 0.00% Add +2.3% 5,950 $506K
Caxton Associates LP 0.02% New 5,934 $504K
Prasad Wealth Partners, LLC 0.16% — 5,929 $504K
Sandy Spring Bank 0.02% Reduce -0.4% 5,891 $501K
Clarity Capital Partners LLC 0.26% Reduce -20.4% 5,850 $497K
Prairie Wealth Advisors, Inc. 0.24% Reduce -5.0% 5,808 $494K
Geneos Wealth Management Inc. 0.02% Reduce -0.6% 5,708 $485K
Aaron Wealth Advisors LLC 0.06% Add +4.7% 5,697 $484K
Cigna Investments Inc. 0.09% Reduce -1.0% 5,697 $484K
Baker Tilly Wealth Management, LLC 0.19% Add +4.0% 5,637 $479K
OneDigital Investment Advisors LLC 0.01% Reduce -15.6% 5,568 $473K
Atlas Capital Advisors Inc. 0.06% No change 5,487 $466K
State of Wyoming 0.06% Add +471.0% 5,482 $466K
Capital Investment Advisory Services, LLC 0.04% Reduce -0.3% 5,473 $465K
Dudley Capital Management, LLC 0.24% New 5,453 $463K
Cim Investment Management Inc. 0.13% Reduce -0.4% 5,408 $460K
Tyler-Stone Wealth Management 0.08% No change 5,390 $458K
Gallagher Fiduciary Advisors, LLC 0.09% Add +2.3% 5,389 $458K
IHT Wealth Management, LLC 0.01% Reduce -8.4% 5,318 $452K
Keudell/Morrison Wealth Management 0.12% No change 5,284 $449K
Ellevest, Inc. 0.03% Add +0.3% 5,284 $449K
Optimize Financial Inc. 0.33% — 5,244 $446K
Viawealth, LLC 0.27% Reduce -9.1% 5,217 $443K
Wealthedge Investment Advisors, LLC 0.20% — 5,215 $443K
Harvest Fund Management Co., Ltd 0.02% Add +201.9% 5,202 $443K
Freestone Capital Holdings, LLC 0.02% Reduce -2.3% 5,171 $439K
Mutual Advisors, LLC 0.01% Add +11.0% 5,040 $435K
Ascent Group, LLC 0.03% New 5,034 $428K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -26.0% 5,019 $427K
Wesbanco Bank Inc. 0.01% No change 5,002 $425K
American Assets Investment Management, LLC 0.03% No change 5,000 $425K
Union Bancaire Privee, UBP SA 0.01% — 4,728 $421K
Harbor Capital Advisors, Inc. 0.02% Reduce -38.0% 4,893 $416K
Sanders Morris Harris LLC 0.06% No change 4,870 $416K
Lido Advisors, LLC 0.00% Add +12.6% 4,881 $415K
Absolute Gestao de Investimentos Ltda. 0.18% New 4,879 $415K
SVB Wealth LLC 0.01% New 4,840 $411K
Everhart Financial Group, Inc. 0.08% Add +13.8% 4,816 $409K
Rahlfs Capital, LLC 0.40% — 4,808 $409K
Harbor Investment Advisory, LLC 0.04% Add +31.2% 4,735 $402K
Bluesphere Advisors LLC 0.20% Add +14.0% 4,728 $402K
CenterStar Asset Management, LLC 0.88% New 4,715 $401K
Ashton Thomas Securities, LLC 0.11% Add +2.1% 4,707 $400K
Agf Management Ltd. 0.00% New 4,690 $399K
Brighton Jones LLC 0.01% Add +10.8% 4,650 $395K
Element Pointe Advisors, LLC 0.09% No change 4,627 $393K
Tobam 0.12% Add +15.9% 4,623 $393K
Stonekeep Investments, LLC 0.29% Add +21.2% 4,606 $391K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.3% 4,583 $390K
Lazari Capital Management, Inc. 0.16% Reduce -4.2% 4,587 $390K
Addison Capital Co 0.15% No change 4,572 $389K
CAP Partners, LLC 0.27% Reduce -5.5% 4,551 $387K
Portside Wealth Group, LLC 0.06% Add +10.4% 4,526 $385K
Avidian Wealth Enterprises, LLC 0.02% Add +1.6% 4,519 $384K
Edmond DE Rothschild Holding S.A. 0.01% Add +45.2% 4,500 $382K
Prosperity Wealth Management, Inc. 0.16% New 4,495 $382K
Global Retirement Partners, LLC 0.01% Add +19.2% 4,483 $381K
Western Wealth Management, LLC 0.02% Reduce -3.9% 4,474 $380K
Private Portfolio Partners LLC 0.07% Reduce -23.6% 4,456 $379K
Farther Finance Advisors, LLC 0.01% Add +39.9% 4,443 $378K
First Hawaiian Bank 0.01% Reduce -11.7% 4,421 $376K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +2.0% 4,304 $366K
Ghe, LLC 0.14% Reduce -16.8% 4,300 $365K
Conway Capital Management, Inc. 0.16% No change 4,270 $363K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -39.9% 4,253 $361K
Lecap Asset Management Ltd. 0.10% New 4,251 $361K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 4,249 $361K
Simmons Bank 0.03% Reduce -2.0% 4,245 $361K
Wedmont Private Capital 0.02% Add +1.0% 4,361 $360K
Maxi Investments CY Ltd 0.07% New 4,200 $357K
Bradley Foster & Sargent Inc. 0.01% Reduce -4.6% 4,162 $354K
Gallagher Capital Advisors, LLC 0.26% — 4,153 $353K
Cardiff Park Advisors, LLC 0.03% No change 4,134 $351K
Pitti Group Wealth Management, LLC 0.36% Reduce -12.8% 4,131 $351K
Parallel Advisors, LLC 0.01% Add +3.3% 4,107 $349K
Washington Capital Management, Inc. 0.28% New 4,100 $348K
Greenleaf Trust 0.00% Add +0.4% 4,091 $348K
Prime Capital Investment Advisors, LLC 0.01% Reduce -10.8% 4,083 $347K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -6.7% 4,069 $346K
BXM Wealth LLC 0.48% — 4,060 $345K
MCF Advisors LLC 0.02% Add +1.3% 4,048 $344K
DAVENPORT & Co LLC 0.00% Reduce -14.2% 4,046 $344K
Monterey Private Wealth, Inc. 0.11% Reduce -0.1% 4,043 $344K
LBMC Investment Advisors, LLC 0.03% Reduce -11.0% 4,042 $344K
Cutter & CO Brokerage, Inc. 0.08% No change 4,034 $343K
Rakuten Securities, Inc. 0.14% Reduce -13.0% 4,033 $343K
Meiji Yasuda Life Insurance Co 0.01% Reduce -44.6% 4,033 $343K
Cidel Asset Management Inc. 0.02% No change 4,003 $340K
Rf&l Wealth Management, LLC 0.24% Reduce -45.0% 4,000 $340K
Salem Investment Counselors Inc. 0.01% Reduce -28.4% 3,973 $338K
Chaney Capital Management, Inc. 0.16% No change 3,970 $337K
Certuity, LLC 0.04% Reduce -2.5% 3,952 $336K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.01% New 3,900 $331K
Ascentis Independent Advisors 0.06% Add +7.1% 3,864 $328K
Credit Industriel Et Commercial 0.12% — 3,861 $328K
CoreCap Advisors, LLC 0.01% Add +396.3% 3,841 $326K
Citizens Financial Group Inc. 0.01% Add +14.4% 3,771 $320K
NorthCoast Asset Management LLC 0.00% Reduce -51.9% 3,758 $320K
Howard Capital Management, LLC 0.00% Add +5.3% 3,746 $318K
Carson Advisory Inc. 0.22% Reduce -11.5% 3,740 $318K
Legacy Financial Advisors, Inc. 0.05% Add +2.5% 3,733 $317K
Syon Capital LLC 0.03% Reduce -4.2% 3,712 $315K
Covenant Asset Management, LLC 0.07% Reduce -7.8% 3,704 $315K
Fearless Solutions, LLC dba Best Invest 0.24% — 3,694 $314K
Empower Advisory Group, LLC 0.00% Reduce -6.2% 3,691 $314K
Cornerstone Wealth Management, LLC 0.02% Reduce -11.9% 3,686 $313K
Impact Asset Management GmbH 0.12% No change 3,684 $313K
HighPoint Advisor Group LLC 0.02% Add +5.1% 3,783 $312K
Total Wealth Planning & Management, Inc. 0.31% — 3,672 $312K
Frank, Rimerman Advisors LLC 0.02% Add +1.1% 3,653 $310K
White Pine Investment CO 0.08% No change 3,560 $303K
CHICAGO TRUST Co NA 0.06% New 3,550 $302K
Waverly Advisors, LLC 0.00% New 3,549 $302K
NorthRock Partners, LLC 0.01% Reduce -45.2% 3,548 $302K
Chesley Taft & Associates LLC 0.01% New 3,540 $301K
Sargent Investment Group, LLC 0.05% New 3,649 $299K
Global Trust Asset Management, LLC 0.11% Add +1.5% 3,515 $299K
Sagespring Wealth Partners, LLC 0.01% — 3,515 $299K
Allworth Financial LP 0.00% Add +19.5% 3,396 $297K
Beacon Pointe Advisors, LLC 0.00% Reduce -9.2% 3,451 $293K
Westwood Wealth Management 0.11% Add +7.5% 3,450 $293K
Huntington National Bank 0.00% Add +147.5% 3,393 $288K
Valeo Financial Advisors, LLC 0.01% Add +11.4% 3,387 $288K
Mindset Wealth Management, LLC 0.10% New 3,295 $280K
Harbour Capital Advisors, LLC 0.06% New 3,030 $279K
Smith, Moore & Co. 0.03% Reduce -2.6% 3,235 $275K
Sicart Associates LLC 0.10% No change 3,230 $275K
AssuredPartners Investment Advisors, LLC 0.05% — 3,208 $273K
Sompo Asset Management Co., Ltd. 0.05% Reduce -64.2% 3,200 $272K
Strategic Blueprint, LLC 0.02% Add +4.9% 3,197 $272K
Berger Financial Group, Inc 0.02% Reduce -12.8% 3,195 $272K
Aigen Investment Management, LP 0.05% New 3,194 $271K
Merit Financial Group, LLC 0.00% New 3,188 $271K
AE Wealth Management LLC 0.00% Reduce -0.9% 3,181 $270K
RMR Wealth Builders 0.03% Reduce -12.7% 3,140 $267K
Pinnacle Associates Ltd. 0.00% Add +14.2% 3,132 $266K
Silvercrest Asset Management Group LLC 0.00% No change 3,126 $266K
Kovack Advisors, Inc. 0.03% Reduce -5.8% 3,096 $263K
SilverOak Wealth Management LLC 0.06% New 3,074 $261K
Cary Street Partners Financial LLC 0.01% — 3,074 $261K
Powell Investment Advisors, LLC 0.12% No change 3,063 $260K
Mill Creek Capital Advisors, LLC 0.01% New 3,055 $260K
SageView Advisory Group, LLC 0.01% New 3,053 $259K
Vance Wealth, LLC 0.10% New 3,029 $257K
180 Wealth Advisors, LLC 0.04% New 3,026 $257K
ICONIQ Capital, LLC 0.00% New 3,024 $257K
Whitaker-Myers Wealth Managers, LTD. 0.07% New 3,014 $256K
First Foundation Advisors 0.01% Reduce -9.9% 3,010 $256K
Pacific Point Advisors, LLC 0.15% — 3,000 $255K
Bright Futures Wealth Management, LLC. 0.23% Reduce -31.5% 2,828 $255K
Chicago Partners Investment Group LLC 0.01% Reduce -3.4% 2,923 $254K
Private Trust Co. NA 0.03% Add +117.1% 2,983 $254K
Kathmere Capital Management, LLC 0.02% New 2,967 $252K
Octavia Wealth Advisors, LLC 0.03% Reduce -6.1% 2,936 $250K
Fairfield, Bush & Co. 0.15% Reduce -1.8% 2,935 $249K
GAMCO Investors 0.00% New 2,928 $249K
CW Advisors, LLC 0.00% New 2,927 $249K
Chiron Capital Management, LLC 0.23% New 2,916 $248K
Ausdal Financial Partners, Inc. 0.02% Reduce -9.0% 2,916 $248K
Concourse Financial Group Securities, Inc. 0.01% Reduce -8.2% 2,826 $247K
FJ Capital Management LLC 0.03% New 2,906 $247K
Jaffetilchin Investment Partners, LLC 0.02% No change 2,884 $245K
Financial Partners Group, LLC 0.10% Reduce -23.2% 2,880 $245K
Meridian Wealth Advisors, LLC 0.04% Reduce -19.1% 2,864 $243K
Independent Wealth Network Inc. 0.10% New 2,862 $243K
Soltis Investment Advisors LLC 0.02% New 2,836 $241K
Fairman Group, LLC 0.19% Reduce -0.1% 2,750 $234K
Murphy & Mullick Capital Management Corp 0.21% — 2,739 $233K
Quadrature Capital Ltd 0.00% Reduce -98.6% 2,733 $232K
Fifth Third Wealth Advisors LLC 0.01% New 2,723 $231K
Goldstone Financial Group, LLC 0.04% Reduce -16.7% 2,705 $230K
EPIQ Capital Group, LLC 0.06% New 2,701 $230K
HBW Advisory Services LLC 0.02% New 2,697 $229K
Perennial Investment Advisors, LLC 0.03% Reduce -11.2% 2,676 $227K
Lindbrook Capital, LLC 0.02% Add +3.0% 2,669 $227K
Noble Wealth Management PBC 0.16% — 2,637 $224K
Avestar Capital, LLC 0.02% New 2,631 $224K
National Philanthropic Trust 0.00% Reduce -75.6% 2,629 $223K
Caerus Investment Advisors, LLC 0.21% New 2,610 $222K
Vista Investment Partners Ii, LLC 0.13% — 2,608 $222K
Johnson & White Wealth Management, LLC 0.13% New 2,549 $221K
Claro Advisors Inc. 0.03% New 2,593 $220K
Exencial Wealth Advisors, LLC 0.01% New 2,587 $220K
Magnus Financial Group LLC 0.02% New 2,558 $217K
McHugh Group, LLC 0.16% — 2,550 $217K
Personal Cfo Solutions, LLC 0.04% Reduce -21.3% 2,550 $217K
Financial Counselors Inc. 0.00% Reduce -16.7% 2,550 $217K
Arnhold LLC 0.02% New 2,545 $216K
Covestor Ltd 0.13% Reduce -6.4% 2,530 $215K
Kozak & Associates, Inc. 0.05% No change 2,330 $215K
Guggenheim Capital LLC 0.00% New 2,524 $215K
Moneta Group Investment Advisors LLC 0.00% New 2,523 $214K
Wealth Alliance, LLC 0.03% New 2,512 $213K
Tempus Wealth Planning, LLC 0.07% Reduce -50.5% 2,510 $213K
Cascade Financial Partners, LLC 0.03% Reduce -16.6% 2,505 $213K
New York Life Investment Management LLC 0.00% New 2,495 $212K
GAMMA Investing LLC 0.02% Add +7.2% 2,493 $212K
Guerra Pan Advisors, LLC 0.15% New 2,486 $211K
Prospect Financial Services LLC 0.12% New 2,483 $211K
Quotient Wealth Partners, LLC 0.01% New 2,473 $210K
Bordeaux Wealth Advisors LLC 0.03% New 2,459 $209K
Canal Capital Management, LLC 0.03% New 2,458 $209K
Smartleaf Asset Management LLC 0.02% Add +81.5% 2,370 $207K
Simon Quick Advisors, LLC 0.01% New 2,390 $203K
Sierra Capital LLC 0.02% New 2,386 $203K
Napa Wealth Management 0.09% New 2,387 $203K
Great Lakes Advisors, LLC 0.00% New 2,385 $203K
TD Private Client Wealth LLC 0.01% Add +14.6% 2,368 $201K
Coldstream Capital Management Inc. 0.00% New 2,360 $201K
Legacy Advisors, LLC 0.02% New 2,358 $200K
V-Square Quantitative Management LLC 0.03% Add +237.6% 2,326 $200K
Headlands Technologies LLC 0.02% New 2,332 $198K
Quarry LP 0.04% Reduce -30.3% 2,304 $196K
Financial Perspectives, Inc 0.07% No change 2,300 $195K
J.Safra Asset Management Corp 0.02% New 2,174 $190K
Stance Capital LLC 0.11% — 2,172 $185K
Bayforest Capital Ltd 0.23% — 2,171 $185K
Icon Wealth Advisors, LLC 0.01% Add +0.8% 2,147 $182K
Brooklyn Investment Group 0.05% Reduce -4.8% 2,137 $182K
GeoWealth Management, LLC 0.01% Add +218.3% 2,136 $182K
Ulland Investment Advisors, LLC 0.13% Add +92.3% 2,135 $181K
Clearstead Advisors, LLC 0.00% Reduce -1.2% 2,041 $173K
NFSG Corp 0.04% New 1,973 $168K
Bokf, NA 0.00% Reduce -0.4% 1,987 $164K
Optimum Investment Advisors 0.07% Add +28.6% 1,929 $164K
Ostrum Asset Management 0.01% Add +39.4% 1,923 $163K
Larson Financial Group LLC 0.01% Add +59.0% 1,895 $161K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -11.4% 1,692 $144K
Bank of New Hampshire 0.04% Reduce -76.8% 1,690 $144K
Truvestments Capital LLC 0.04% Reduce -3.0% 1,661 $141K
Whittier Trust Co. 0.00% Reduce -8.4% 1,647 $140K
Innovative Advisory Group, LLC 0.12% — 1,546 $131K
Johnson Financial Group, Inc. 0.01% Reduce -4.4% 1,443 $131K
Ameliora Wealth Management Ltd. 0.05% Add +1425.0% 1,525 $130K
Acropolis Investment Management, LLC 0.01% No change 1,491 $127K
Mizuho Securities Co. Ltd. 1.90% Reduce -83.5% 1,440 $126K
1620 Investment Advisors, Inc. 0.10% Add +18400.0% 1,480 $126K
Brown Brothers Harriman & Co. 0.00% Reduce -7.4% 1,440 $122K
Ridgewood Investments LLC 0.05% Reduce -27.6% 1,295 $110K
Marathon Trading Investment Management LLC 0.02% Add +321.0% 1,263 $107K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -7.3% 1,252 $106K
Capital Advisors, Ltd. LLC 0.01% No change 1,174 $100K
GPS Wealth Strategies Group, LLC 0.01% No change 1,129 $96K
First Horizon Advisors, Inc. 0.00% Reduce -37.9% 1,096 $93K
Creative Financial Designs Inc. 0.01% Reduce -33.2% 1,086 $92K
Arax Advisory Partners 0.01% Add +3.0% 1,082 $92K
Coppell Advisory Solutions LLC 0.01% Add +21.8% 1,035 $91K
Westside Investment Management, Inc. 0.02% Reduce -4.6% 1,063 $90K
Sherman Asset Management, Inc. 0.08% — 1,040 $88K
Ancora Advisors LLC 0.00% Add +1.5% 1,040 $88K
AlphaQuest LLC 0.01% New 1,037 $88K
WASHINGTON TRUST Co 0.00% No change 1,030 $88K
Caz Investments LP 0.12% Reduce -66.7% 1,000 $85K
Morton Brown Family Wealth, LLC 0.03% No change 1,000 $85K
Rosenberg Matthew Hamilton 0.02% Add +18.3% 982 $83K
City State Bank 0.03% No change 925 $79K
Assetmark, Inc. 0.00% Add +414.5% 921 $78K
CENTRAL TRUST Co 0.00% Add +11.8% 898 $76K
Magnetar Financial LLC 0.00% Reduce -96.3% 882 $75K
Oarsman Capital, Inc. 0.01% Reduce -37.9% 875 $74K
Mainstream Capital Management LLC 0.05% New 873 $74K
City Holding Co. 0.01% Add +8.6% 818 $70K
Blue Trust, Inc. 0.00% Reduce -87.6% 815 $69K
Hantz Financial Services, Inc. 0.00% New 814 $69K
Caldwell Trust Co 0.01% No change 800 $68K
Washington Trust Advisors, Inc. 0.01% Add +5.6% 795 $68K
LRI Investments, LLC 0.01% Add +90.0% 760 $65K
CNB Bank 0.03% No change 746 $63K
Richards, Merrill & Peterson, Inc. 0.03% — 730 $62K
Capital Analysts, LLC 0.00% No change 713 $61K
Cullen/Frost Bankers, Inc. 0.00% Reduce -2.3% 686 $58K
Darwin Wealth Management, LLC 0.02% Reduce -38.4% 683 $58K
Twin Lakes Capital Management, LLC 0.04% No change 679 $58K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -5.7% 675 $57K
Kestra Investment Management, LLC 0.00% New 672 $57K
Crewe Advisors LLC 0.01% No change 668 $57K
Hexagon Capital Partners LLC 0.01% Add +7.3% 659 $56K
Asset Planning,Inc 0.04% — 653 $55K
Trust Co. of Vermont 0.00% Reduce -13.7% 630 $54K
Golden State Wealth Management, LLC 0.01% — 611 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +71.4% 600 $51K
MPWM Advisory Solutions, LLC 0.04% — 597 $51K
Continuum Advisory, LLC 0.01% Add +12.3% 594 $50K
Generali Asset Management SPA SGR 0.00% — 579 $49K
EverSource Wealth Advisors, LLC 0.00% Add +23.2% 520 $44K
Comprehensive Financial Planning, Inc. 0.04% — 508 $43K
Manchester Capital Management LLC 0.01% Reduce -0.2% 505 $43K
True Wealth Design, LLC 0.02% Add +1.6% 502 $43K
Aspetuck Financial Management LLC 0.03% — 500 $42K
Deseret Mutual Benefit Administrators 0.02% Add +37.9% 480 $41K
PSI Advisors, LLC 0.01% Add +3.7% 478 $41K
First United Bank & Trust 0.01% No change 450 $38K
Sit Investment Associates Inc. 0.00% No change 450 $38K
Mather Group, Llc. 0.00% Add +8.5% 436 $37K
Parkside Financial Bank & Trust 0.00% Add +11.2% 428 $36K
Aventura Private Wealth, LLC 0.02% — 426 $36K
MassMutual Private Wealth & Trust, FSB 0.00% Add +48.2% 418 $36K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 400 $34K
Centricity Wealth Management, LLC 0.03% — 395 $34K
Versant Capital Management, Inc 0.01% Add +67.7% 394 $33K
Nemes Rush Group LLC 0.00% Reduce -24.8% 383 $33K
Tidemark, LLC 0.01% No change 376 $32K
Fifth Third Bancorp 0.00% Add +9.7% 363 $31K
Tradewinds Capital Management, LLC 0.01% Add +16.1% 361 $31K
Quent Capital, LLC 0.00% Reduce -14.0% 355 $30K
EMC Capital Management 0.02% Reduce -96.4% 350 $30K
Picton Mahoney Asset Management 0.00% Add +14.7% 352 $30K
2UniFi Bank 0.02% — 351 $30K
Riverview Trust Co 0.03% No change 343 $29K
Human Investing LLC 0.00% New 313 $27K
Global Financial Private Client, LLC 0.01% Add +3.7% 311 $26K
Hollencrest Capital Management 0.00% No change 308 $26K
Valley National Advisers Inc. 0.00% Add +0.7% 308 $26K
Horizon Financial Services, LLC 0.01% No change 300 $25K
NBT Bank, N.A. 0.00% No change 300 $25K
HM Payson & Co. 0.00% Reduce -3.2% 300 $25K
Rothschild Investment LLC 0.00% Add +5.3% 296 $25K
New Wave Wealth Advisors LLC 0.01% New 292 $25K
Anchor Investment Management, LLC 0.00% No change 291 $25K
AdvisorNet Financial, Inc 0.00% Reduce -10.9% 286 $24K
Nova Wealth Management, Inc. 0.02% — 285 $24K
Quadrant Capital Group LLC 0.00% Reduce -3.8% 278 $24K
Whipplewood Advisors, LLC 0.01% — 267 $23K
HHM Wealth Advisors, LLC 0.00% Reduce -11.4% 264 $22K
Clearstead Trust, LLC 0.00% Reduce -22.8% 251 $21K
Addison Advisors LLC 0.01% No change 246 $21K
Pineridge Advisors LLC 0.01% Add +40.0% 245 $21K
Smithfield Trust Co 0.00% No change 220 $20K
McIlrath & Eck, LLC 0.00% Reduce -7.2% 232 $20K
SouthState Bank Corp 0.00% Reduce -40.9% 231 $20K
Beacon Capital Management, LLC 0.00% No change 229 $19K
Hemington Wealth Management 0.00% Add +34.3% 231 $19K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -48.6% 223 $19K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +11.5% 223 $19K
Avion Wealth 0.00% Reduce -29.6% 214 $18K
Caitong International Asset Management Co., Ltd 0.02% — 206 $18K
Crowley Wealth Management, Inc. 0.01% — 200 $17K
Caitlin John, LLC 0.01% New 200 $17K
Eagle Bay Advisors LLC 0.01% No change 200 $17K
Strategic Investment Solutions, Inc. 0.01% No change 200 $17K
IAG Wealth Partners, LLC 0.00% No change 200 $17K
Sound Income Strategies, LLC 0.00% Reduce -7.8% 200 $17K
Country Trust Bank 0.00% No change 200 $17K
MV Capital Management, Inc. 0.00% Add +27.6% 199 $17K
Key Financial Inc 0.00% No change 193 $16K
Cassady Schiller Wealth Management, LLC 0.01% Add +17.1% 192 $16K
Global X Japan Co., Ltd. 0.00% Reduce -39.1% 190 $16K
Albion Financial Group 0.00% No change 185 $16K
Sachetta, LLC 0.01% No change 179 $15K
SOA Wealth Advisors, LLC. 0.00% Add +3480.0% 179 $15K
Global Wealth Strategies & Associates 0.00% Add +100.0% 176 $15K
JFS Wealth Advisors, LLC 0.00% Add +38.2% 170 $14K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -19.1% 170 $14K
Asset Dedication, LLC 0.00% Add +93.0% 166 $14K
Bradley & Co. Private Wealth Management, LLC 0.01% — 166 $14K
Valley Wealth Managers, Inc. 0.00% No change 165 $14K
New England Capital Financial Advisors LLC 0.01% No change 162 $14K
FPC Investment Advisory, Inc. 0.01% Reduce -94.2% 150 $14K
Vision Financial Markets LLC 0.01% — 159 $14K
Rialto Wealth Management, LLC 0.00% — 159 $14K
Lam Group, Inc. 0.01% No change 157 $13K
Gould Capital, LLC 0.01% No change 150 $13K
PFS Partners, LLC 0.01% No change 150 $13K
Fairfield Financial Advisors, LTD 0.00% No change 150 $13K
Lee Danner & Bass Inc. 0.00% New 150 $13K
Aster Capital Management (DIFC) Ltd 0.00% New 149 $13K
Montag A & Associates Inc. 0.00% No change 147 $12K
CVA Family Office, LLC 0.00% Add +188.0% 144 $12K
Transcendent Capital Group LLC 0.01% No change 140 $12K
SJS Investment Consulting Inc. 0.00% Reduce -3.6% 134 $11K
Stephens Consulting, LLC 0.00% No change 132 $11K
Colonial Trust Co / SC 0.00% Add +29.0% 129 $11K
Byrne Asset Management LLC 0.01% New 125 $11K
Missouri Trust & Investment Co 0.00% No change 118 $10K
Tucker Asset Management LLC 0.00% No change 116 $10K
Hurley Capital, LLC 0.01% — 102 $9K
Blume Capital Management, Inc. 0.00% No change 106 $9K
Kohmann Bosshard Financial Services, LLC 0.00% New 105 $9K
Sierra Ocean, LLC 0.01% — 103 $9K
Cary Street Partners Investment Advisory LLC 0.01% New 103 $9K
Hoertkorn Richard Charles 0.00% No change 102 $9K
RE Dickinson Investment Advisors, LLC 0.01% No change 100 $9K
Fourth Dimension Wealth, LLC 0.00% — 100 $9K
Nordwand Advisors, LLC 0.00% No change 100 $8K
EnRich Financial Partners LLC 0.00% No change 100 $8K
Prestige Wealth Management Group LLC 0.00% New 100 $8K
Central Pacific Bank - Trust Division 0.00% No change 100 $8K
Silicon Valley Capital Partners 0.00% No change 100 $8K
Investment Research & Advisory Group, Inc. 0.00% No change 98 $8K
Turim 21 Investimentos Ltda. 0.00% No change 95 $8K
Activest Wealth Management 0.00% Add +2.1% 97 $8K
Archer Investment Corp 0.00% No change 97 $8K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -81.0% 95 $8K
PrairieView Partners, LLC 0.00% No change 102 $8K
ORG Partners LLC 0.00% Reduce -2.1% 92 $8K
Hilltop National Bank 0.00% No change 90 $8K
Park Place Capital Corp 0.00% No change 89 $8K
Cornerstone Planning Group LLC 0.00% Add +13.0% 87 $7K
Carolinas Wealth Consulting LLC 0.00% No change 87 $7K
Center for Financial Planning, Inc. 0.00% No change 85 $7K
Bell Investment Advisors, Inc 0.00% Add +12.2% 83 $7K
Decker Retirement Planning Inc. 0.00% — 82 $7K
Creekmur Asset Management LLC 0.00% No change 82 $7K
WR Wealth Planners, LLC 0.00% Add +12.7% 80 $7K
Denver PWM, LLC 0.00% Reduce -70.1% 78 $7K
Transce3nd, LLC 0.00% — 77 $7K
Modus Advisors, LLC 0.00% New 77 $7K
Fortitude Family Office, LLC 0.00% No change 71 $6K
Clarity Asset Management, Inc. 0.00% New 70 $6K
Physician Wealth Advisors, Inc. 0.00% New 70 $6K
Islay Capital Management, LLC 0.00% No change 70 $6K
Clean Yield Group 0.00% No change 70 $6K
Van Hulzen Asset Management, LLC 0.00% New 65 $6K
Independence Bank of Kentucky 0.00% Add +550.0% 65 $6K
Capital A Wealth Management, LLC 0.01% — 60 $5K
Pflug Koory, LLC 0.00% No change 57 $5K
Medallion Wealth Advisors, LLC 0.00% — 55 $5K
High Note Wealth, LLC 0.00% New 52 $4K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $4K
Hoey Investments, Inc. 0.00% No change 50 $4K
Bfsg, LLC 0.00% No change 50 $4K
Barrett & Company, Inc. 0.00% No change 50 $4K
Glen Eagle Advisors, LLC 0.00% No change 49 $4K
Heritage Wealth Advisors 0.00% No change 49 $4K
Armstrong Advisory Group, Inc. 0.00% Add +92.0% 48 $4K
JNBA Financial Advisors 0.00% No change 47 $4K
Financial Network Wealth Advisors LLC 0.01% Reduce -37.8% 46 $4K
Bruce G. Allen Investments, LLC 0.00% No change 43 $4K
Sugarloaf Wealth Management, LLC 0.00% New 43 $4K
WPG Advisers, LLC 0.00% — 42 $4K
C M Bidwell & Associates Ltd. 0.00% No change 41 $3K
Hager Investment Management Services, LLC 0.00% — 40 $3K
Family CFO Inc 0.00% New 38 $3K
Highline Wealth Partners LLC 0.00% Reduce -55.3% 38 $3K
Grove Bank & Trust 0.00% No change 38 $3K
Carolina Wealth Advisors, LLC 0.00% No change 36 $3K
Bellevue Asset Management, LLC 0.00% No change 36 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.9% 35 $3K
Colonial Trust Advisors 0.00% Reduce -74.1% 35 $3K
Elequin Capital, LP 0.00% Add +1000.0% 33 $3K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -50.0% 33 $3K
Raffa Wealth Management, LLC 0.00% No change 32 $3K
Hartford Financial Management Inc. 0.00% No change 31 $3K
Legacy Bridge, LLC 0.00% No change 30 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $3K
West Paces Advisors Inc. 0.00% No change 30 $3K
Tacita Capital Inc 0.00% No change 28 $2K
Clark Wealth Partners 0.00% — 26 $2K
Minot DeBlois Advisors LLC 0.00% — 25 $2K
CGC Financial Services, LLC 0.00% No change 25 $2K
Gen-Wealth Partners Inc 0.00% No change 24 $2K
GW&K Investment Management, LLC 0.00% No change 19 $2K
Runnymede Capital Advisors, Inc. 0.00% — 20 $2K
Cape Investment Advisory, Inc. 0.00% Add +260.0% 18 $2K
Granite FO LLC 0.00% No change 17 $1K
YANKCOM Partnership 0.00% — 17 $1K
Robbins Farley 0.00% No change 17 $1K
PFG Private Wealth Management, LLC 0.00% New 16 $1K
Copia Wealth Management 0.00% — 15 $1K
WealthTrak Capital Management LLC 0.00% — 15 $1K
Citizens National Bank Trust Department 0.00% No change 15 $1K
Tompkins Financial Corp. 0.00% No change 15 $1K
Pacer Advisors, Inc. 0.00% Add +7.1% 15 $1K
Robinswood Financial LLC 0.00% No change 15 $1K
GHP Investment Advisors, Inc. 0.00% No change 14 $1K
Principia Wealth Advisory, LLC 0.00% — 12 $1K
Financial Life Planners 0.00% — 12 $1K
Centerpoint Advisors, LLC 0.00% New 6 $1K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 11 $1K
PayPay Securities Corp 0.04% Add +175.0% 11 $935
Winnacle Wealth LLC 0.00% — 11 $895
Bear Mountain Capital, Inc. 0.00% New 10 $878
JDM Financial Group LLC 0.00% No change 10 $850
Berkshire Capital Holdings Inc. 0.00% No change 10 $850
Private Wealth Management Group, LLC 0.00% No change 10 $850
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -90.9% 10 $850
Thompson Investment Management, Inc. 0.00% No change 8 $680
TFC Financial Management, Inc. 0.00% No change 8 $680
Bogart Wealth, LLC 0.00% No change 8 $680
Abound Wealth Management 0.00% Reduce -98.4% 7 $616
Riggs Asset Managment Co. Inc. 0.00% New 7 $613
Atala Financial Inc 0.00% — 7 $595
Atticus Wealth Management, LLC 0.00% No change 7 $595
IMG Wealth Management, Inc. 0.00% — 6 $510
Parkworth Wealth Management, Inc. 0.00% — 6 $510
Vermillion Wealth Management, Inc. 0.00% — 6 $510
Tower View Wealth Management LLC 0.00% New 5 $425
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $425
Pacific Center for Financial Services 0.00% No change 5 $425
Accredited Wealth Management, LLC 0.00% — 4 $340
GS Investments, Inc. 0.00% No change 4 $340
New Millennium Group LLC 0.00% No change 4 $340
Prudent Man Investment Management, Inc. 0.00% — 4 $340
Financial Management Professionals, Inc. 0.00% No change 4 $340
Concord Wealth Partners 0.00% No change 2 $170
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $87
Legend Financial Advisors, Inc. 0.00% New 1 $85
AllSquare Wealth Management LLC 0.00% No change 1 $85
Front Row Advisors LLC 0.00% No change 1 $85
Core Alternative Capital 0.00% No change 1 $85
REAP Financial Group, LLC 0.00% Reduce -98.5% 1 $42
FSC Wealth Advisors, LLC 0.00% New 100 $21
Roble, Belko & Company, Inc 0.00% No change 4 $0
Coston, McIsaac & Partners 0.00% New 1 $0
Wood Tarver Financial Group, LLC 0.00% — 4 $0

"% of holder's portfolio" is XYZ's weight in each manager's 13F, not the share of Block Inc. the manager owns.