BlockXYZ

13F holders, Q1 2025 (March 31)
1,015holders −125
109new positions
231sold out
14famous investors
$54.31avg. 13F price*

At the end of Q1 2025, 1,015 institutions reported holding Block Inc. (XYZ) in their 13F filings, down 125 from Q4 2024. 109 opened new positions and 231 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($1.7B) and T. Rowe Price Associates Inc. ($1.5B). 14 famous investors held it, including Cathie Wood (2.2% of ARK Investment Management's portfolio), Ray Dalio (0.5% of Bridgewater Associates's portfolio) and Chase Coleman (0.4% of Tiger Global Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions109$697.4M
Exits231$1.3B

All 13F filers, Q4 2024 → Q1 2025: 64,564,868 shares bought and 61,352,340 shares sold, net +3,212,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,015 holders

Vanguard Group Inc. 0.05% Add +2.4% 54,582,568 $3.0B
BlackRock, Inc. 0.04% Add +3.1% 32,150,778 $1.7B
T. Rowe Price Associates Inc. 0.18% Add +266.1% 26,921,934 $1.5B
Morgan Stanley 0.08% Add +1.1% 19,741,986 $1.1B
FMR LLC 0.06% Reduce -26.2% 16,695,366 $907.1M
Baillie Gifford & Co. 0.60% Add +12.4% 12,553,165 $682.0M
State Street Corp. 0.03% Reduce -1.7% 11,933,143 $648.3M
Geode Capital Management, LLC 0.04% Add +5.2% 9,341,031 $506.3M
Dragoneer Investment Group, LLC 10.56% Add +79.9% 9,235,205 $501.7M
Norges Bank 0.07% Add +29.1% 9,225,802 $501.2M
Sands Capital Management, LLC 1.58% Reduce -17.5% 8,531,831 $463.5M
Loomis Sayles & Co. L P 0.59% Reduce -0.8% 7,493,772 $407.1M
Ameriprise Financial Inc. 0.10% Reduce -7.1% 7,059,190 $383.5M
Bank of America Corp. 0.03% Add +33.0% 6,549,768 $355.8M
Massachusetts Financial Services Co. 0.10% Reduce -0.6% 5,698,776 $309.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.36% Add +8080.5% 5,551,110 $301.6M
JPMorgan Chase & Co. 0.02% Reduce -71.3% 4,942,769 $268.5M
American Century Companies Inc. 0.16% Reduce -5.4% 4,739,955 $257.5M
Amova Asset Management Americas, Inc. 3.05% Reduce -19.2% 4,360,706 $236.9M
ARK Investment Management 2.22% Reduce -17.2% 4,079,510 $221.6M
Wellington Management Group LLP 0.04% Reduce -20.3% 3,945,474 $214.4M
Bank of New York Mellon Corp 0.04% Reduce -5.2% 3,809,160 $207.0M
Capital World Investors 0.03% Add +0.1% 3,649,309 $198.3M
Northern Trust Corp. 0.03% Add +0.9% 3,417,027 $185.6M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -49.8% 3,365,103 $182.8M
Contour Asset Management LLC 7.55% Add +11.7% 3,334,587 $181.2M
UBS Group AG 0.04% Reduce -7.7% 3,225,490 $175.2M
Ontario Teachers Pension Plan Board 2.52% New 2,946,511 $160.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -4.4% 2,852,339 $155.0M
Hyperion Asset Management Ltd 6.06% Reduce -9.4% 2,839,994 $154.3M
Legal & General Group Plc 0.04% Add +1.5% 2,689,343 $146.1M
Charles Schwab Investment Management Inc. 0.03% Add +6.4% 2,514,269 $136.6M
Dimensional Fund Advisors LP 0.03% Add +5.2% 2,355,224 $128.0M
Bares Capital Management, Inc. 14.47% Reduce -12.4% 2,268,105 $123.2M
Carmignac Gestion 1.98% Add +99.7% 2,217,526 $120.5M
Franklin Resources Inc. 0.03% Reduce -25.2% 2,176,786 $118.3M
Bridgewater Associates 0.50% Add +61.9% 1,991,031 $108.2M
Voya Investment Management LLC 0.14% Reduce -34.4% 1,983,592 $107.8M
Tiger Global Management 0.39% New 1,884,867 $102.4M
Blair William & Co. 0.28% Add +15.3% 1,700,889 $92.4M
Clearbridge Investments, LLC 0.08% Reduce -3.8% 1,673,928 $90.9M
Swiss National Bank 0.06% Reduce -0.2% 1,565,886 $85.1M
Danica Pension, Livsforsikringsaktieselskab 1.65% New 1,535,869 $83.4M
Nuveen, LLC 0.03% — 1,532,897 $83.3M
Raymond James Financial Inc. 0.03% Add +95.8% 1,479,539 $80.4M
Southpoint Capital Advisors LP 1.83% Add +133.3% 1,400,000 $76.1M
Point72 Asset Management 0.22% Add +64.5% 1,399,665 $76.0M
Frontier Capital Management Co. LLC 0.73% Add +2.5% 1,221,688 $66.4M
Deutsche Bank AG 0.02% Reduce -6.5% 1,108,983 $60.3M
Ribbit Management Company, LLC 6.16% Add +10.5% 1,106,500 $60.1M
Barclays PLC 0.03% Add +147.1% 1,100,063 $59.8M
Goldman Sachs Group Inc. 0.01% Add +8.4% 1,074,056 $58.4M
Amundi 0.02% Reduce -27.8% 1,078,836 $58.2M
Ardmore Road Asset Management LP 5.85% New 1,050,000 $57.0M
a16z Capital Management, L.L.C. 7.88% No change 1,016,697 $55.2M
SC US (ttgp), LTD. 0.51% No change 990,778 $53.8M
Millennium Management 0.05% Reduce -60.6% 982,543 $53.4M
Bessemer Group Inc. 0.09% Add +0.6% 927,051 $50.4M
Citadel Advisors 0.05% Reduce -63.4% 924,537 $50.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Reduce -11.9% 914,240 $49.7M
Sumitomo Mitsui Financial Group, Inc. 0.90% Reduce -0.0% 907,930 $49.3M
Twin Tree Management, LP 1.08% New 906,641 $49.3M
Invesco Ltd. 0.01% Reduce -2.1% 904,725 $49.2M
Alkeon Capital Management LLC 0.28% No change 866,200 $47.1M
Gladstone Capital Management LLP 4.73% Reduce -14.5% 844,746 $45.9M
California State Teachers Retirement System 0.06% Reduce -0.1% 833,429 $45.3M
National Pension Service 0.04% Add +7.0% 832,071 $45.2M
Jane Street Group, LLC 0.08% Reduce -51.1% 821,153 $44.6M
Susquehanna International Group, LLP 0.07% Add +38.2% 818,745 $44.5M
Parallax Volatility Advisers, L.P. 1.70% Add +63.2% 805,771 $43.8M
State of Michigan Retirement System 0.24% Add +43.1% 775,946 $42.2M
HSBC Holdings PLC 0.03% Add +46.4% 761,985 $41.3M
Northwestern Mutual Wealth Management Co. 0.03% Add +322.2% 746,903 $40.6M
Wells Fargo & Company 0.01% Reduce -49.8% 743,925 $40.4M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -4.0% 678,012 $36.8M
Russell Investments Group, Ltd. 0.05% Add +15.3% 668,563 $36.4M
Rhumbline Advisers 0.03% New 660,293 $35.9M
California Public Employees Retirement System 0.02% Reduce -24.9% 657,214 $35.7M
New York State Common Retirement Fund 0.05% Add +17.3% 630,602 $34.3M
Royal Bank of Canada 0.01% Reduce -45.7% 580,676 $31.5M
Tredje AP-fonden 0.29% Add +294.5% 572,090 $31.1M
Rockefeller Capital Management L.P. 0.08% Add +1.0% 568,234 $30.9M
Nan Shan Life Insurance Co., Ltd. 0.72% Add +114.6% 561,887 $30.5M
State Board of Administration of Florida Retirement System 0.06% Reduce -0.5% 549,033 $29.8M
Gilder Gagnon Howe & Co. LLC 0.39% Reduce -0.9% 544,656 $29.6M
LPL Financial LLC 0.01% Reduce -5.2% 541,635 $29.4M
DekaBank Deutsche Girozentrale 0.06% Add +0.1% 541,589 $29.2M
Van Eck Associates Corp. 0.04% Add +7.3% 525,693 $28.6M
Baron Capital (BAMCO) 0.08% Add +12.9% 498,503 $27.1M
Coronation Fund Managers Ltd. 1.41% New 478,246 $26.0M
Ensign Peak Advisors, Inc 0.05% Add +260.3% 469,475 $25.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +13.8% 455,784 $24.8M
Schroder Investment Management Group 0.02% Reduce -14.1% 453,398 $24.6M
Kodai Capital Management LP 0.97% Reduce -47.9% 452,167 $24.6M
Capula Management Ltd 0.18% Add +7367.6% 450,000 $24.4M
Bank of Montreal 0.01% Add +5.9% 445,738 $24.2M
GMO 0.07% Add +96.6% 437,423 $23.8M
Walleye Capital LLC 0.29% Reduce -18.4% 433,458 $23.5M
Robeco Institutional Asset Management B.V. 0.04% Reduce -5.7% 422,671 $23.0M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 4.73% New 422,036 $22.9M
Tidal Investments LLC 0.19% Add +6.6% 411,316 $22.3M
Natixis Advisors, LLC 0.04% Reduce -2.6% 408,494 $22.2M
Citigroup Inc. 0.02% Add +38.0% 406,019 $22.1M
Federated Hermes, Inc. 0.05% Add +67.7% 399,312 $21.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +6.5% 387,413 $21.1M
Verition Fund Management LLC 0.12% Add +50.2% 382,170 $20.8M
Graypoint LLC 1.29% Add +0.0% 381,771 $20.7M
Meridiem Capital Partners LP 2.16% Reduce -30.4% 362,706 $19.7M
Connor, Clark & Lunn Investment Management Ltd. 0.09% New 360,013 $19.6M
Commonwealth Equity Services, LLC 0.03% Add +47.8% 359,608 $19.5M
Aberdeen Group plc 0.04% Add +133.5% 357,446 $19.4M
Railway Pension Investments Ltd 0.27% No change 354,123 $19.2M
Sei Investments Co. 0.02% Add +84.7% 352,870 $19.2M
US Bancorp \de 0.03% Add +511.1% 352,822 $19.2M
Woodson Capital Management, LP 4.34% Add +16.7% 350,000 $19.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +9.7% 347,736 $18.9M
Avory & Company, LLC 12.28% Add +30.4% 342,040 $18.6M
Envestnet Asset Management Inc. 0.01% Add +3.3% 341,037 $18.5M
Public Employees Retirement Association of Colorado 0.08% Reduce -0.0% 336,074 $18.3M
BNP Paribas Financial Markets 0.01% Add +27.1% 335,361 $18.2M
TD Asset Management Inc 0.02% Add +17.5% 325,878 $17.7M
Parnassus Investments, LLC 0.04% No change 317,525 $17.3M
Asset Management One Co., Ltd. 0.06% Add +1.9% 311,457 $16.9M
State of Wisconsin Investment Board 0.04% Add +1.5% 309,997 $16.8M
First Trust Advisors LP 0.01% Reduce -15.1% 308,933 $16.8M
APG Asset Management N.V. 0.05% Reduce -1.8% 323,080 $16.2M
Silicon Valley Community Foundation 0.92% Reduce -72.5% 292,868 $15.9M
Erste Asset Management GmbH 0.20% Add +5.9% 280,000 $15.2M
Korea Investment CORP 0.04% Reduce -30.4% 279,049 $15.2M
Woodline Partners LP 0.10% New 277,300 $15.1M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -6.3% 274,034 $14.9M
CANADA LIFE ASSURANCE Co 0.03% Reduce -17.2% 265,661 $14.5M
Alberta Investment Management Corp 0.10% Reduce -0.4% 263,997 $14.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +18.2% 263,275 $14.3M
Storebrand Asset Management As 0.05% Reduce -5.0% 262,824 $14.3M
TimesSquare Capital Management, LLC 0.23% New 261,265 $14.2M
Royal London Asset Management Ltd. 0.03% Add +7.0% 258,598 $14.0M
Treasurer of the State of North Carolina 0.05% Add +4.1% 254,233 $13.8M
Public Employees Retirement System of Ohio 0.05% Add +11.4% 253,646 $13.8M
Alyeska Investment Group, L.P. 0.05% Reduce -63.9% 252,005 $13.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Reduce -8.5% 236,108 $12.7M
Danske Bank A/S 0.04% Reduce -12.8% 233,923 $12.7M
Advisors Asset Management, Inc. 0.24% Add +2.3% 232,689 $12.6M
Nomura Asset Management Co. Ltd. 0.04% Reduce -7.8% 232,041 $12.6M
Allianz Asset Management GmbH 0.02% Add +142.3% 231,078 $12.6M
Pictet Asset Management Holding SA 0.01% Add +7.5% 225,603 $12.3M
Square Peg Capital PTY Ltd. 10.92% Add +23.0% 225,563 $12.3M
Syon Capital LLC 1.00% Add +5970.6% 225,340 $12.2M
OMERS ADMINISTRATION Corp 0.10% Add +5.9% 219,505 $11.9M
Trexquant Investment LP 0.14% Add +105.5% 215,179 $11.7M
Alliancebernstein L.P. 0.00% Reduce -44.4% 210,395 $11.4M
STRS Ohio 0.05% Add +8.7% 202,829 $11.0M
Osborne Partners Capital Management, LLC 0.63% Add +105.8% 201,810 $11.0M
Steward Partners Investment Advisory, LLC 0.10% Add +954.1% 201,762 $11.0M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -9.2% 200,300 $10.9M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +99.9% 250,760 $10.7M
Stifel Financial Corp. 0.01% Add +18.2% 197,225 $10.7M
Prana Capital Management, LP 0.44% Add +314.4% 197,157 $10.7M
Penserra Capital Management LLC 0.19% Reduce -4.8% 196,301 $10.7M
KLP Kapitalforvaltning As 0.05% Reduce -2.8% 190,700 $10.4M
State of New Jersey Common Pension Fund D 0.05% Reduce -8.4% 188,814 $10.3M
Tairen Capital Ltd 0.68% Add +827.6% 188,300 $10.2M
Titan Global Capital Management USA LLC 2.09% Reduce -54.6% 186,648 $10.1M
Victory Capital Management Inc. 0.01% Reduce -7.0% 181,109 $9.8M
Ion Asset Management Ltd. 0.72% Add +80.0% 180,000 $9.8M
Deltec Asset Management LLC 2.08% Add +207.3% 178,250 $9.7M
Macquarie Group Ltd. 0.01% Reduce -31.0% 178,198 $9.7M
Cibc World Market Inc. 0.02% Add +28.4% 177,307 $9.6M
SIH Partners, LLLP 0.84% Add +101.9% 177,217 $9.6M
HighTower Advisors, LLC 0.01% Reduce -24.4% 174,590 $9.5M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -4.3% 173,740 $9.4M
Cresset Asset Management, LLC 0.05% Reduce -1.0% 172,290 $9.4M
Handelsbanken Fonder AB 0.04% Reduce -3.5% 170,376 $9.3M
Vontobel Holding Ltd. 0.03% Add +8.9% 169,236 $9.2M
Resona Asset Management Co.,Ltd. 0.05% Add +6.7% 165,928 $9.0M
Arizona State Retirement System 0.06% Add +2.7% 162,946 $8.9M
Contrarius Group Holdings Ltd 0.58% Reduce -83.9% 155,276 $8.4M
Biondo Investment Advisors, LLC 1.15% Reduce -0.4% 149,054 $8.1M
Liontrust Investment Partners LLP 0.12% Add +286.9% 139,494 $7.6M
Prudential Financial Inc. 0.01% Reduce -57.6% 138,695 $7.5M
Federation des caisses Desjardins du Quebec 0.03% Add +9.4% 129,134 $7.0M
Truist Financial Corp. 0.01% Reduce -4.7% 127,936 $7.0M
Beacon Pointe Advisors, LLC 0.08% Add +3592.7% 127,436 $6.9M
CastleKnight Management LP 0.76% Add +13.4% 124,700 $6.8M
Andra AP-fonden 0.11% Add +107.5% 121,400 $6.6M
Jessup Wealth Management, Inc 2.73% Add +112.1% 119,698 $6.5M
Forge First Asset Management Inc. 2.78% New 117,500 $6.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Reduce -8.6% 115,873 $6.3M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +1.7% 113,356 $6.2M
Owl Creek Asset Management, L.P. 1.00% New 112,801 $6.1M
Sicart Associates LLC 2.09% Add +3348.8% 111,396 $6.1M
Forsta Ap-Fonden 0.05% Reduce -3.2% 111,100 $6.0M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 110,000 $6.0M
D. E. Shaw & Co. 0.01% Reduce -42.7% 109,713 $6.0M
Evoke Wealth, LLC 0.15% Add +5.0% 109,107 $5.9M
Hartline Investment Corp./ 0.79% Reduce -36.2% 108,354 $5.9M
Groupe la Francaise 0.12% Add +64.3% 102,588 $5.8M
Consolidated Press International Holdings Ltd. 1.06% Add +23.4% 107,210 $5.8M
Teacher Retirement System of Texas 0.02% Reduce -42.3% 106,939 $5.8M
Canada Pension Plan Investment Board 0.01% Reduce -66.9% 106,859 $5.8M
Varma Mutual Pension Insurance Co 0.05% Reduce -9.1% 106,725 $5.8M
QRG Capital Management, Inc. 0.06% Reduce -8.8% 106,603 $5.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -0.1% 106,189 $5.8M
Osaic Holdings, Inc. 0.01% Add +34.9% 105,071 $5.7M
St Germain D J Co. Inc. 0.26% Reduce -0.7% 103,192 $5.6M
Platinum Investment Management Ltd. 0.32% New 102,959 $5.6M
Ieq Capital, LLC 0.04% Add +5.1% 101,967 $5.5M
IFM Investors Pty Ltd 0.06% Add +1.4% 100,776 $5.5M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -2.4% 100,088 $5.4M
Ivy Lane Capital Management, LLC 3.27% New 100,000 $5.4M
IMC-Chicago, LLC 0.21% Reduce -59.6% 99,000 $5.4M
DNB Asset Management AS 0.02% Add +0.1% 98,837 $5.4M
USS Investment Management Ltd 0.04% Add +0.3% 95,447 $5.2M
Mariner, LLC 0.01% Add +72.7% 94,117 $5.1M
MML Investors Services, LLC 0.02% Add +10.0% 92,789 $5.0M
Utah Retirement Systems 0.06% No change 92,008 $5.0M
Invenomic Capital Management LP 0.25% Reduce -18.1% 91,993 $5.0M
Lane Generational LLC 5.60% Add +16.8% 90,749 $4.9M
Quantinno Capital Management LP 0.03% Add +24.6% 88,536 $4.8M
Y-Intercept (Hong Kong) Ltd 0.32% Add +56.4% 87,721 $4.8M
KBC Group NV 0.01% Reduce -67.1% 85,839 $4.7M
Polar Capital Holdings Plc 0.03% Reduce -34.7% 85,504 $4.6M
Toronto Dominion Bank 0.01% Add +16.6% 85,076 $4.6M
Lombard Odier Asset Management (Europe) Ltd 0.41% Add +17.0% 82,841 $4.5M
Westerly Capital Management, LLC 2.15% New 82,710 $4.5M
Campbell Capital Management Inc. 2.61% Reduce -2.2% 82,520 $4.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.13% Reduce -3.7% 80,974 $4.4M
Police & Firemen's Retirement System of New Jersey 0.04% No change 80,705 $4.4M
Halter Ferguson Financial Inc. 2.39% New 80,633 $4.4M
Xponance LLC 0.04% Add +2.0% 80,046 $4.3M
Globeflex Capital L P 0.39% No change 78,384 $4.3M
IronBridge Private Wealth, LLC 1.67% Add +120.3% 78,163 $4.2M
Cetera Investment Advisers 0.01% Reduce -11.8% 77,972 $4.2M
Wellington Shields Capital Management, LLC 0.77% New 77,679 $4.2M
SBI Securities Co., Ltd. 0.14% Add +2.1% 77,447 $4.2M
Group One Trading LLC 0.18% New 77,422 $4.2M
Allianz SE 0.11% New 77,000 $4.2M
Appaloosa 0.07% New 75,000 $4.1M
Sone Capital Management, LLC 0.42% New 74,718 $4.1M
Arrowstreet Capital, Limited Partnership 0.00% Add +26.5% 74,715 $4.1M
Candriam S.C.A. 0.03% Add +99.2% 74,200 $4.0M
Envestnet Portfolio Solutions, Inc. 0.02% Add +427.2% 73,992 $4.0M
Hel Ved Capital Management Ltd 2.03% Reduce -5.1% 73,950 $4.0M
Nisa Investment Advisors, LLC 0.02% Reduce -0.2% 73,100 $4.0M
SG Americas Securities, LLC 0.01% Add +751.5% 72,598 $3.9M
Graham Capital Management, L.P. 0.18% No change 72,159 $3.9M
Creative Planning 0.00% Reduce -1.1% 71,803 $3.9M
Investment House LLC 0.21% Add +1.3% 68,518 $3.7M
Nissay Asset Management Corp. /Japan 0.02% Add +1.3% 67,472 $3.7M
Swedbank AB 0.00% Add +37.4% 67,155 $3.6M
Sciencast Management LP 0.84% New 66,786 $3.6M
Qsemble Capital Management, LP 0.39% Add +274.8% 66,773 $3.6M
Cinctive Capital Management LP 0.29% Add +87.4% 65,969 $3.6M
Twinbeech Capital LP 0.06% Reduce -92.0% 65,676 $3.6M
Insight Wealth Strategies, LLC 0.48% Add +42.0% 65,455 $3.6M
XTX Topco Ltd 0.18% Add +283.9% 63,798 $3.5M
Squarepoint Ops LLC 0.01% Reduce -44.2% 63,738 $3.5M
Elo Mutual Pension Insurance Co 0.08% Add +25.5% 62,114 $3.4M
Brown Advisory Inc. 0.00% Reduce -5.3% 60,934 $3.3M
Optas, LLC 0.56% Add +0.7% 59,157 $3.2M
OP Asset Management Ltd 0.05% — 58,943 $3.2M
Walleye Trading LLC 0.09% Reduce -82.0% 58,932 $3.2M
Royal Fund Management, LLC 0.38% Add +86.4% 58,775 $3.2M
J. Stern & Co. LLP 0.30% Add +58.2% 57,910 $3.1M
Nomura Holdings Inc. 0.02% Reduce -5.7% 57,510 $3.1M
Caprock Group, LLC 0.09% Reduce -2.6% 56,366 $3.1M
Leonteq Securities AG 0.23% Reduce -0.7% 56,262 $3.1M
Catalyst Funds Management Pty Ltd 0.80% No change 56,100 $3.0M
Pathstone Holdings, LLC 0.01% Reduce -10.4% 55,750 $3.0M
Kestra Advisory Services, LLC 0.01% Add +1.3% 55,592 $3.0M
Arkadios Wealth Advisors 0.11% Add +36.2% 55,358 $3.0M
Moloney Securities Asset Management, LLC 0.41% Reduce -20.4% 54,924 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.0% 54,861 $3.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Reduce -0.6% 52,574 $2.9M
Mercer Global Advisors Inc. 0.01% Reduce -10.0% 52,293 $2.8M
Comerica Bank 0.01% Reduce -49.5% 52,233 $2.8M
Left Brain Wealth Management, LLC 1.24% Reduce -13.5% 52,136 $2.8M
Sanctuary Advisors, LLC 0.02% Reduce -7.7% 51,849 $2.8M
Assenagon Asset Management S.A. 0.01% Reduce -82.5% 51,134 $2.8M
Westpac Banking Corp. 0.20% Add +56.2% 50,660 $2.8M
Maxi Investments CY Ltd 0.53% Add +1070.8% 49,172 $2.7M
Neo Ivy Capital Management 0.85% New 49,154 $2.7M
Wealthfront Advisers LLC 0.01% Reduce -7.2% 48,895 $2.7M
Engineers Gate Manager LP 0.04% Reduce -71.9% 48,862 $2.7M
Exchange Traded Concepts, LLC 0.05% Add +70.8% 48,837 $2.7M
Janus Henderson Group PLC 0.00% Reduce -1.8% 47,778 $2.6M
Accurate Wealth Management, LLC 0.50% Add +71.8% 48,559 $2.6M
Daiwa Securities Group Inc. 0.01% Add +3.5% 47,627 $2.6M
Fisher Funds Management LTD 0.06% No change 46,507 $2.5M
Wasatch Advisors LP 0.01% Add +45.8% 45,458 $2.5M
Richard Bernstein Advisors LLC 0.06% New 44,324 $2.4M
Delta Global Management LP 0.17% New 44,131 $2.4M
Moran Wealth Management, LLC 0.08% New 44,056 $2.4M
Moody LYNN Lieberson & Walker, LLC 0.15% Reduce -1.0% 43,975 $2.4M
Townsquare Capital LLC 0.03% Reduce -26.5% 43,905 $2.4M
Hudson Bay Capital Management LP 0.02% Reduce -3.7% 43,742 $2.4M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -68.6% 43,559 $2.4M
Fred Alger Management, LLC 0.01% Reduce -91.7% 43,144 $2.3M
Wilson Asset Management (international) PTY Ltd. 0.62% New 42,966 $2.3M
Nordea Investment Management AB 0.00% Add +0.4% 43,332 $2.3M
Tudor Investment Corporation 0.02% Reduce -46.9% 42,667 $2.3M
ASR Vermogensbeheer N.V. 0.03% — 42,179 $2.3M
SWS Partners 0.75% Add +25.6% 41,851 $2.3M
Generate Investment Management Ltd 0.16% Reduce -53.1% 41,312 $2.2M
Galaxy Digital Capital Management GP LLC 3.42% Reduce -19.9% 41,228 $2.2M
Banco Santander, S.A. 0.02% Add +10.6% 41,109 $2.2M
Chicago Capital, LLC 0.06% Add +7.4% 40,970 $2.2M
Alamar Capital Management, LLC 1.32% Add +113.8% 40,888 $2.2M
Kovack Advisors, Inc. 0.23% Add +1209.0% 40,528 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.3% 40,223 $2.2M
Mackenzie Financial Corp. 0.00% Reduce -25.4% 40,355 $2.2M
Janney Montgomery Scott LLC 0.01% Add +46.8% 40,219 $2.2M
Palisade Capital Management, LP 0.07% Add +3.8% 40,104 $2.2M
Regions Financial Corp. 0.02% New 40,048 $2.2M
Lighthouse Investment Partners, LLC 0.10% New 40,013 $2.2M
Nippon Life Global Investors Americas, Inc. 0.11% Reduce -45.1% 39,480 $2.1M
SP Asset Management LLC 0.19% Reduce -20.5% 39,006 $2.1M
Yoder Wealth Management, Inc. 1.19% No change 38,850 $2.1M
Pursue Wealth Partners LLC 1.28% Reduce -1.3% 38,762 $2.1M
SeaBridge Investment Advisors LLC 0.45% Reduce -41.6% 38,367 $2.1M
Dark Forest Capital Management LP 0.10% Add +30.6% 38,347 $2.1M
Vident Advisory, LLC 0.03% Add +38.4% 38,021 $2.1M
Kentucky Retirement Systems 0.06% New 37,925 $2.1M
Tocqueville Asset Management L.P. 0.03% Reduce -0.7% 37,462 $2.0M
Machina Capital S.A.S. 0.60% New 37,201 $2.0M
Swiss Life Asset Management Ltd 0.01% Add +2.3% 37,150 $2.0M
Y.D. More Investments Ltd 0.18% Add +56.3% 36,215 $2.0M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.93% Reduce -8.4% 36,300 $2.0M
Atria Investments, Inc 0.02% Add +2.0% 35,719 $1.9M
Campbell & CO Investment Adviser LLC 0.15% New 35,544 $1.9M
Leuthold Group, LLC 0.25% Reduce -5.1% 35,183 $1.9M
AXA S.A. 0.01% Reduce -20.1% 34,589 $1.9M
M&T Bank Corp 0.01% Add +1.5% 34,401 $1.9M
Interval Partners, LP 0.07% New 34,055 $1.9M
Amalgamated Bank 0.02% Add +4.7% 33,802 $1.8M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -7.0% 32,739 $1.8M
LGT Group Foundation 0.02% Add +3.7% 32,565 $1.8M
Sterling Capital Management LLC 0.03% Reduce -65.0% 32,522 $1.8M
Martin Capital Advisors, LLP 1.26% Reduce -2.7% 32,492 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Reduce -21.1% 32,246 $1.8M
Gulf International Bank (UK) Ltd 0.06% Reduce -24.6% 32,125 $1.7M
Avantax Advisory Services, Inc. 0.01% Reduce -8.8% 31,955 $1.7M
Principal Financial Group Inc. 0.00% Reduce -12.6% 31,535 $1.7M
Gator Capital Management, LLC 0.65% No change 31,400 $1.7M
Private Advisor Group, LLC 0.01% Reduce -10.7% 31,274 $1.7M
Infusive Asset Management Inc. 0.79% New 31,179 $1.7M
Virtu Financial LLC 0.09% Add +130.3% 30,883 $1.7M
FIL Ltd 0.00% Reduce -78.9% 30,585 $1.7M
Panagora Asset Management Inc. 0.01% Reduce -35.9% 30,582 $1.7M
Neuberger Berman Group LLC 0.00% Reduce -90.7% 30,497 $1.7M
Cerity Partners LLC 0.00% Reduce -36.0% 29,307 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.1% 29,108 $1.6M
Ethic Inc. 0.03% Add +8.2% 28,426 $1.6M
Motley Fool Asset Management LLC 0.09% Add +9.8% 28,851 $1.6M
Aviance Capital Partners, LLC 0.22% Add +36.9% 28,747 $1.6M
Future Fund LLC 2.00% New 28,647 $1.6M
AQR Capital Management 0.00% Reduce -79.1% 29,535 $1.6M
Procyon Advisors, LLC 0.09% Add +8.6% 28,577 $1.6M
Oak Thistle LLC 0.31% Add +38.4% 28,504 $1.5M
GFG Capital, LLC 0.47% Reduce -0.3% 28,385 $1.5M
Investment Management Corp of Ontario 0.03% New 28,164 $1.5M
Credit Agricole S A 0.01% Reduce -14.1% 27,975 $1.5M
TCW Group Inc. 0.01% Reduce -24.9% 27,818 $1.5M
Corient Private Wealth LP 0.00% Reduce -5.9% 27,775 $1.5M
Rathbones Group PLC 0.01% Add +65.7% 27,309 $1.5M
AG2R La Mondiale Gestion D'actifs 0.08% — 23,607 $1.5M
Abn Amro Investment Solutions 0.03% Add +25.8% 25,975 $1.4M
Maryland State Retirement & Pension System 0.03% Reduce -12.4% 25,967 $1.4M
Independent Financial Group, LLC 0.05% Reduce -4.3% 25,753 $1.4M
Allstate Corp. 0.04% Add +56.3% 25,645 $1.4M
DRW Securities, LLC 0.12% New 25,597 $1.4M
Cibc World Markets Corp. 0.01% Add +0.6% 25,265 $1.4M
Templeton & Phillips Capital Management, LLC 0.99% Add +4.5% 25,236 $1.4M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -30.7% 25,236 $1.4M
IFP Advisors, Inc 0.04% Add +264.9% 25,221 $1.4M
National Bank of Canada 0.00% Reduce -55.8% 24,645 $1.3M
Employees Retirement System of Texas 0.01% No change 24,536 $1.3M
Harbour Investments, Inc. 0.04% Reduce -1.2% 24,499 $1.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.16% Add +24.7% 24,264 $1.3M
Empowered Funds, LLC 0.02% Reduce -9.8% 23,961 $1.3M
Bank of Nova Scotia 0.00% Add +22.4% 23,983 $1.3M
CIBC Asset Management Inc 0.00% Add +5.8% 23,928 $1.3M
Jones Financial Companies LLLP 0.00% Add +57.3% 23,401 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +6.9% 23,696 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -78.2% 23,687 $1.3M
PNC Financial Services Group, Inc. 0.00% Reduce -7.7% 23,630 $1.3M
&partners 0.01% Add +19.3% 22,967 $1.3M
Great Valley Advisor Group, Inc. 0.03% Reduce -23.9% 23,353 $1.3M
Douglass Winthrop Advisors, LLC 0.02% Add +3.5% 23,315 $1.3M
Legal Advantage Investments, Inc. 0.68% Reduce -0.3% 23,085 $1.3M
Game Creek Capital, LP 0.78% Reduce -27.0% 23,000 $1.2M
Shelton Capital Management 0.03% No change 23,000 $1.2M
Garda Capital Partners LP 0.70% New 22,983 $1.2M
Avanza Fonder AB 0.04% Reduce -24.8% 21,368 $1.2M
Weinberger Asset Management, Inc 0.53% Reduce 0.0% 22,655 $1.2M
Evanson Asset Management, LLC 0.09% No change 22,500 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -34.6% 22,308 $1.2M
Institute for Wealth Management, LLC. 0.16% Reduce -0.2% 22,237 $1.2M
Bouvel Investment Partners, LLC 0.45% Reduce -1.3% 17,867 $1.2M
Hennessy Advisors Inc. 0.04% New 22,000 $1.2M
Kazazian Asset Management, LLC 0.98% No change 21,966 $1.2M
Balyasny Asset Management L.P. 0.00% New 21,444 $1.2M
Aviva PLC 0.00% Reduce -0.5% 21,241 $1.2M
Gateway Investment Advisers LLC 0.01% Reduce -0.0% 21,018 $1.1M
Lido Advisors, LLC 0.01% Add +318.5% 20,429 $1.1M
AXS Investments LLC 0.30% Add +30.0% 20,237 $1.1M
MetLife Investment Management, LLC 0.01% Add +0.5% 20,193 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -41.6% 20,060 $1.1M
XY Capital Ltd 0.71% Add +20.3% 19,962 $1.1M
Maven Securities LTD 0.24% Reduce -6.6% 19,880 $1.1M
Polianta Ltd 0.52% New 19,700 $1.1M
Eisler Capital Management Ltd. 0.03% Add +79.7% 19,244 $1.0M
Brevan Howard Capital Management LP 0.03% Add +173.5% 19,124 $1.0M
Old Mission Investment Co LLC 0.31% Add +6.6% 19,049 $1.0M
Mizuho Markets Cayman LP 4.31% New 19,022 $1.0M
Intellectus Partners, LLC 0.25% Reduce -1.0% 18,867 $1.0M
Sigma Planning Corp 0.03% Add +20.8% 18,808 $1.0M
Equitable Holdings, Inc. 0.01% Reduce -12.2% 18,664 $1.0M
Captrust Financial Advisors 0.00% Reduce -18.0% 18,639 $1.0M
Shelton Wealth Management, LLC 0.58% Add +0.1% 18,559 $1.0M
Schonfeld Strategic Advisors LLC 0.01% Reduce -48.5% 18,522 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -62.8% 18,513 $1.0M
Centaurus Financial, Inc. 0.06% New 18,452 $1.0M
SeaCrest Wealth Management, LLC 0.11% Add +2.1% 18,265 $992K
Sherbrooke Park Advisers LLC 0.46% New 18,172 $987K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +5.3% 18,162 $987K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -39.1% 18,058 $981K
OV Management LLC 0.45% New 17,887 $972K
Intech Investment Management LLC 0.01% Reduce -0.8% 17,731 $963K
Point72 Asia (Singapore) Pte. Ltd. 0.25% Add +16.0% 17,529 $952K
Plato Investment Management Ltd 0.08% Add +9.3% 17,250 $947K
Stephens Inc. 0.01% Reduce -18.8% 17,427 $947K
U.S. Capital Wealth Advisors, LLC 0.03% New 17,315 $941K
Lombard Odier Asset Management (Switzerland) SA 0.05% Reduce -20.6% 17,220 $936K
DB Fitzpatrick & Co, Inc 0.89% Reduce -10.2% 17,209 $935K
SRN Advisors, LLC 1.04% Add +2.4% 17,033 $925K
Venturi Wealth Management, LLC 0.05% Add +42.1% 16,905 $918K
WINTON GROUP Ltd 0.06% Reduce -6.4% 16,731 $909K
Focus Partners Wealth 0.00% Reduce -23.0% 16,803 $908K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.3% 16,564 $900K
WoodTrust Financial Corp 0.13% Reduce -0.0% 16,535 $898K
Quantitative Investment Management, LLC 0.08% Add +14.9% 16,348 $888K
Cwm, LLC 0.00% Reduce -23.9% 16,334 $887K
Perigon Wealth Management, LLC 0.02% Reduce -4.4% 16,204 $880K
Kentucky Retirement Systems Insurance Trust Fund 0.06% New 16,153 $878K
Virtus Investment Advisers, LLC 0.24% New 16,028 $871K
RD Finance Ltd 0.70% — 16,000 $869K
Vinva Investment Management Ltd 0.03% Add +52.8% 15,689 $868K
Garrison Point Advisors, LLC 0.41% Reduce -3.9% 15,603 $848K
Rakuten Investment Management, Inc. 0.00% — 15,320 $848K
Benjamin Edwards Inc. 0.01% Reduce -35.7% 15,563 $846K
Alps Advisors Inc. 0.00% Add +54.2% 15,429 $838K
Oppenheimer & Co. Inc. 0.01% Reduce -44.7% 15,401 $837K
Sepio Capital, LP 0.07% Reduce -17.2% 15,397 $837K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.1% 15,252 $829K
Atria Wealth Solutions, Inc. 0.01% Reduce -8.5% 15,159 $824K
HB Wealth Management, LLC 0.01% Add +3.6% 15,085 $820K
D.A. Davidson & Co. 0.01% Add +5.7% 15,085 $820K
Red Spruce Capital, LLC 0.39% Reduce -4.2% 15,077 $819K
Capital Markets Trading UK LLP 0.93% Add +31.9% 14,983 $814K
Hunting Hill Global Capital, LLC 1.03% No change 14,959 $813K
CI Investments Inc. 0.00% Add +116.8% 14,951 $812K
HAP Trading, LLC 0.29% Reduce -43.4% 14,894 $809K
Signal Advisors Wealth, LLC 0.08% Reduce -3.6% 14,723 $800K
Compass Capital Corp. /Ma/ 0.42% Add +1.9% 14,874 $800K
Koss-Olinger Consulting, LLC 0.07% Reduce -0.3% 14,631 $795K
Keel Point, LLC 0.06% New 14,477 $787K
Nations Financial Group Inc, /Ia/ 0.06% Add +0.6% 14,457 $785K
Sompo Asset Management Co., Ltd. 0.14% Add +344.7% 14,230 $773K
Wedbush Securities Inc. 0.03% Reduce -3.9% 14,134 $768K
Audent Global Asset Management, LLC 0.63% Reduce -1.6% 14,091 $766K
Independent Advisor Alliance 0.03% Reduce -6.3% 13,919 $756K
Ninepoint Partners LP 0.13% No change 13,695 $744K
Compagnie Lombard Odier SCmA 0.01% Add +4.6% 13,683 $743K
Tower Research Capital LLC (TRC) 0.02% Add +65.5% 13,679 $743K
Credit Industriel Et Commercial 0.17% Add +252.7% 13,619 $740K
Prospera Financial Services Inc 0.02% Add +3.3% 13,495 $733K
United Asset Strategies, Inc. 0.07% New 13,462 $731K
Boomfish Wealth Group, LLC 0.47% Add +21.6% 13,455 $731K
Galaxy Digital Capital Management LP 7.06% — 13,408 $722K
Secure Asset Management, LLC 0.15% Add +7.7% 13,240 $719K
Sowell Financial Services LLC 0.03% Add +10.1% 12,996 $706K
Transatlantique Private Wealth LLC 0.28% Reduce -6.0% 12,780 $694K
Nicholas Wealth, LLC. 0.72% Reduce -13.5% 12,697 $690K
Yarbrough Capital, LLC 0.03% Reduce -78.5% 12,644 $687K
Harvest Portfolios Group Inc. 0.02% Reduce -24.9% 12,609 $685K
PFG Investments, LLC 0.04% Reduce -14.5% 12,567 $683K
Gotham Asset Management 0.01% Reduce -38.1% 12,539 $681K
Advisory Services Network, LLC 0.01% Add +25.9% 12,490 $679K
Barings LLC 0.02% Reduce -16.8% 12,370 $672K
TD Waterhouse Canada Inc. 0.01% Add +14.8% 12,070 $669K
Gsa Capital Partners LLP 0.06% Add +11.7% 12,189 $662K
Integrated Wealth Concepts LLC 0.01% Reduce -14.2% 12,178 $662K
HUB Investment Partners, LLC 0.03% Add +1.9% 12,014 $653K
Cornercap Investment Counsel Inc. 0.34% Reduce -1.0% 11,796 $641K
Man Group plc 0.00% Reduce -91.3% 11,625 $632K
Bahl & Gaynor LLC 0.00% Add +0.2% 11,420 $620K
Metis Global Partners, LLC 0.02% Add +25.1% 11,387 $619K
Phoenix Financial Ltd. 0.01% New 11,200 $608K
Acadian Asset Management LLC 0.00% New 11,062 $599K
Nebula Research & Development LLC 0.05% New 10,941 $594K
Bayforest Capital Ltd 0.26% Add +400.6% 10,867 $590K
Clare Market Investments LLC 0.16% Reduce -72.1% 10,865 $590K
Prime Capital Investment Advisors, LLC 0.01% Add +164.9% 10,818 $588K
Hamilton Capital Partners Inc. 0.04% New 10,800 $587K
Gilbert & Cook, Inc. 0.08% Add +0.2% 10,758 $584K
CMT Capital Markets Trading GmbH 0.24% Reduce -17.8% 10,595 $576K
Flagship Harbor Advisors, LLC 0.03% Reduce -6.3% 10,600 $576K
UniSuper Management Pty Ltd 0.00% No change 10,600 $576K
Focus Financial Network, Inc. 0.02% Add +16.7% 10,580 $575K
Park Avenue Securities LLC 0.01% Reduce -2.2% 10,505 $571K
Boothbay Fund Management, LLC 0.02% Add +67.5% 10,499 $570K
Insigneo Advisory Services, LLC 0.06% Add +6.6% 10,488 $570K
StoneX Group Inc. 0.03% New 10,349 $562K
Compound Planning, Inc. 0.03% Reduce -8.4% 10,346 $562K
Profit Investment Management, LLC 0.51% Reduce -14.1% 10,135 $551K
Sphera Management Technology Funds Ltd 0.43% No change 10,000 $543K
Arete Wealth Advisors, LLC 0.04% Add +49.1% 9,990 $543K
EP Wealth Advisors, LLC 0.00% Reduce -10.0% 9,961 $541K
NewEdge Wealth, LLC 0.01% Add +3.6% 9,915 $539K
Principal Securities, Inc. 0.01% Add +2.7% 6,319 $537K
Vestcor Inc 0.02% Add +0.2% 9,859 $536K
LCNB Corp. 0.20% No change 9,785 $532K
Finivi Inc. 0.43% Add +5.1% 9,775 $531K
GLOBALT Investments LLC / GA 0.02% New 9,764 $530K
Harvest Fund Management Co., Ltd 0.03% Add +30.9% 6,810 $530K
CIBC Private Wealth Group LLC 0.00% Add +0.9% 10,778 $529K
KRS Capital Management, LLC 0.42% Add +9.7% 9,684 $526K
Apollon Wealth Management, LLC 0.01% Reduce -0.7% 9,635 $523K
Fox Run Management, L.L.C. 0.08% Reduce -45.1% 9,493 $516K
Yousif Capital Management, LLC 0.01% Add +6.1% 9,484 $515K
SteelPeak Wealth, LLC 0.02% Add +10.6% 9,469 $514K
Otter Creek Advisors, LLC 0.36% Reduce -83.9% 9,432 $512K
Bridgefront Capital, LLC 0.15% New 9,377 $509K
BXM Wealth LLC 0.61% Add +130.6% 9,361 $509K
Concurrent Investment Advisors, LLC 0.01% Add +54.8% 9,274 $504K
NewEdge Advisors, LLC 0.00% Reduce -25.3% 9,126 $496K
Freestone Grove Partners LP 0.01% New 9,084 $494K
Aristeia Capital, L.L.C. 0.03% New 8,998 $489K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 8,987 $488K
Mangrove Partners Im, LLC 0.06% New 8,973 $488K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -2.2% 8,955 $487K
Argonautica Private Wealth Management, Inc. 0.17% Reduce -0.5% 8,875 $482K
Siemens Fonds Invest GmbH 0.03% Add +2.8% 8,804 $478K
Forum Financial Management, LP 0.01% Add +6.3% 8,730 $474K
United Capital Financial Advisors, LLC 0.00% Add +5.7% 8,717 $474K
Prudential PLC 0.00% No change 8,708 $473K
Spark Investment Management LLC 1.61% No change 8,700 $473K
Westwood Holdings Group Inc. 0.00% Reduce -18.5% 8,598 $467K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -22.1% 8,377 $455K
Key Client Fiduciary Advisors, LLC 0.21% Add +0.1% 8,344 $453K
Stratos Wealth Advisors, LLC 0.02% Reduce -13.4% 8,304 $451K
Pitcairn Co. 0.03% Reduce -35.2% 8,241 $448K
Marathon Trading Investment Management LLC 0.24% Add +551.0% 8,222 $447K
Fisher Asset Management 0.00% Add +0.4% 8,009 $435K
Jamison Private Wealth Management, Inc. 0.07% Reduce -5.2% 7,969 $433K
Jasper Ridge Partners, L.P. 0.01% No change 7,927 $431K
Praxis Investment Management Inc. 0.03% Reduce -40.8% 7,860 $427K
Cache Advisors, LLC 0.16% No change 7,830 $425K
Sunbelt Securities, Inc. 0.04% Add +1.6% 7,806 $424K
Tobam 0.18% Add +67.2% 7,730 $420K
MIG Capital, LLC 0.05% New 7,700 $418K
Snowden Capital Advisors LLC 0.01% Reduce -4.9% 7,700 $418K
Acorn Financial Advisory Services Inc. 0.07% Reduce -6.7% 7,639 $415K
U S Wealth Group, Llc. 0.33% No change 7,630 $415K
Creekmur Asset Management LLC 0.09% Add +9128.0% 7,567 $411K
Jain Global LLC 0.01% Reduce -86.3% 7,490 $407K
GTS Securities LLC 0.02% New 7,489 $407K
Two Sigma Investments, LP 0.00% Reduce -3.9% 7,446 $405K
Banque Pictet & Cie SA 0.00% No change 7,400 $402K
Sequoia Financial Advisors, LLC 0.00% Reduce -19.0% 7,387 $401K
Commerce Bank 0.00% Reduce -19.7% 7,382 $401K
Headlands Technologies LLC 0.05% Add +216.4% 7,378 $401K
Choreo, LLC 0.01% Reduce -2.4% 7,353 $400K
Ground Swell Capital, LLC 0.94% New 7,343 $399K
Knollwood Investment Advisory, LLC 0.04% No change 7,306 $397K
Grant Private Wealth Management Inc 0.42% Reduce -1.4% 7,172 $390K
Malaga Cove Capital, LLC 0.17% Add +3.3% 7,091 $385K
AE Wealth Management LLC 0.00% Add +113.9% 6,803 $370K
Ballentine Partners, LLC 0.01% Reduce -10.7% 6,783 $369K
Tran Capital Management, L.P. 0.05% No change 6,768 $368K
Two Sigma Securities, LLC 0.06% Reduce -14.6% 6,715 $365K
Ameritas Advisory Services, LLC 0.01% New 6,013 $364K
Quadcap Wealth Management, LLC 0.05% Reduce -29.7% 6,677 $363K
Mgo One Seven LLC 0.01% Reduce -45.6% 6,628 $360K
Centiva Capital, LP 0.02% Reduce -38.1% 6,588 $358K
Guggenheim Capital LLC 0.00% Add +158.0% 6,513 $354K
Jefferies Financial Group Inc. 0.01% New 6,500 $353K
Signaturefd, LLC 0.01% Reduce -7.7% 6,495 $353K
J.W. Cole Advisors, Inc. 0.01% New 6,473 $352K
Orion Porfolio Solutions, LLC 0.00% Reduce -41.0% 6,469 $351K
Orion Portfolio Solutions, LLC 0.00% Reduce -41.0% 6,469 $351K
Realta Investment Advisors 0.16% Reduce -6.8% 6,450 $350K
Inceptionr LLC 0.10% Reduce -23.3% 6,431 $349K
Nilsine Partners, LLC 0.04% Reduce -5.1% 6,423 $349K
JB Capital LLC 0.02% Reduce -0.3% 6,381 $347K
Corebridge Financial, Inc. 0.00% Reduce -3.5% 6,324 $344K
Optimize Financial Inc. 0.13% Add +20.3% 6,310 $343K
Doliver Advisors, LP 0.10% Reduce -0.4% 6,282 $341K
Geneos Wealth Management Inc. 0.01% Add +9.3% 6,240 $339K
Edmond DE Rothschild Holding S.A. 0.01% Add +37.8% 6,200 $337K
UMB Bank, n.a. 0.01% Reduce -89.1% 6,175 $335K
Painted Porch Advisors LLC 0.14% No change 6,172 $335K
Marex Group Ltd 0.01% Reduce -64.6% 6,155 $334K
Viawealth, LLC 0.21% Add +17.3% 6,117 $332K
MBA Advisors LLC 0.16% Reduce -1.3% 6,062 $329K
Savant Capital, LLC 0.00% Add +0.3% 6,032 $328K
Scotia Capital Inc. 0.00% Reduce -79.7% 6,015 $327K
Baker Tilly Wealth Management, LLC 0.13% Add +5.8% 5,967 $324K
MAI Capital Management 0.00% Reduce -0.1% 5,942 $323K
Meeder Advisory Services, Inc. 0.02% Reduce -22.9% 5,904 $321K
Financial Advocates Investment Management 0.02% Reduce -9.6% 5,899 $321K
Sandy Spring Bank 0.01% No change 5,891 $320K
Prasad Wealth Partners, LLC 0.10% Reduce -0.7% 5,885 $320K
Moser Wealth Advisors, LLC 0.17% Reduce -6.4% 5,865 $319K
Farther Finance Advisors, LLC 0.01% Add +29.3% 5,744 $318K
State of Wyoming 0.04% Add +6.5% 5,841 $317K
Keudell/Morrison Wealth Management 0.07% Add +10.4% 5,836 $317K
Drive Wealth Management, LLC 0.07% Reduce -75.4% 5,835 $317K
Kingswood Wealth Advisors, LLC 0.03% Reduce -14.1% 5,823 $317K
Capital Investment Advisory Services, LLC 0.03% Add +6.0% 5,803 $315K
Private Capital Advisors, Inc. 0.04% Reduce -96.9% 5,790 $315K
LJI Wealth Management, LLC 0.06% New 5,770 $313K
Teza Capital Management LLC 0.14% New 5,645 $307K
Cigna Investments Inc. 0.06% Reduce -1.1% 5,632 $306K
OneDigital Investment Advisors LLC 0.00% Add +0.1% 5,571 $303K
Quantum Portfolio Management LLC 0.15% New 5,569 $303K
Moors & Cabot, Inc. 0.02% Reduce -18.4% 5,513 $300K
Blueshift Asset Management, LLC 0.12% Reduce -35.7% 5,503 $299K
Atlas Capital Advisors Inc. 0.04% No change 5,487 $298K
Goldstone Financial Group, LLC 0.04% Add +102.0% 5,463 $297K
DC Investments Management, LLC 0.15% New 5,438 $295K
Cim Investment Management Inc. 0.07% Reduce -0.6% 5,374 $292K
Avior Wealth Management, LLC 0.01% Reduce -26.2% 5,357 $291K
Tyler-Stone Wealth Management 0.05% Reduce -0.7% 5,350 $291K
Valeo Financial Advisors, LLC 0.01% Add +55.4% 5,264 $286K
Ascent Group, LLC 0.01% Add +4.4% 5,255 $286K
White Knight Strategic Wealth Advisors, LLC 0.26% Reduce -56.5% 5,254 $285K
Aaron Wealth Advisors LLC 0.03% Reduce -8.4% 5,216 $283K
Seelaus Asset Management LLC 0.28% New 5,210 $283K
Chesley Taft & Associates LLC 0.01% Add +46.6% 5,190 $282K
IHT Wealth Management, LLC 0.01% Reduce -3.2% 5,149 $280K
Stonekeep Investments, LLC 0.21% Add +11.6% 5,140 $279K
Portside Wealth Group, LLC 0.05% Add +13.2% 5,122 $278K
Rahlfs Capital, LLC 0.28% Add +6.2% 5,108 $278K
Wesbanco Bank Inc. 0.01% No change 5,002 $272K
American Assets Investment Management, LLC 0.02% No change 5,000 $272K
Ellevest, Inc. 0.02% Reduce -5.7% 4,984 $271K
Sanders Morris Harris LLC 0.04% No change 4,870 $269K
Alpine Global Management, LLC 0.08% New 4,936 $268K
Certuity, LLC 0.03% Add +23.4% 4,878 $266K
Rehmann Capital Advisory Group 0.02% New 4,883 $265K
Premier Path Wealth Partners, LLC 0.04% Reduce -24.1% 4,866 $264K
Harbor Investment Advisory, LLC 0.03% Reduce -0.1% 4,730 $257K
Union Bancaire Privee, UBP SA 0.01% Reduce -11.0% 4,206 $253K
Ashton Thomas Securities, LLC 0.07% Reduce -1.5% 4,637 $252K
Freestone Capital Holdings, LLC 0.01% Reduce -11.0% 4,604 $250K
Twin Focus Capital Partners, LLC 0.04% New 4,600 $250K
Lazari Capital Management, Inc. 0.10% No change 4,587 $249K
HighPoint Advisor Group LLC 0.01% Add +10.6% 4,184 $249K
Element Pointe Advisors, LLC 0.06% Reduce -1.0% 4,582 $249K
NorthRock Partners, LLC 0.01% Add +29.0% 4,577 $249K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.9% 4,542 $247K
Carson Advisory Inc. 0.16% Add +20.1% 4,490 $244K
Ausdal Financial Partners, Inc. 0.02% Add +53.2% 4,467 $243K
Avidian Wealth Enterprises, LLC 0.01% Reduce -1.3% 4,461 $242K
Greenleaf Trust 0.00% Add +8.9% 4,455 $242K
Mindset Wealth Management, LLC 0.09% Add +33.1% 4,387 $238K
Caxton Associates LLP 0.01% — 4,370 $237K
Robertson Stephens Wealth Management, LLC 0.01% Add +2.5% 4,360 $237K
Brighton Jones LLC 0.01% Reduce -6.9% 4,331 $235K
Axxcess Wealth Management, LLC 0.01% Reduce -28.5% 4,323 $235K
Cidel Asset Management Inc. 0.02% Add +7.8% 4,315 $234K
Ghe, LLC 0.11% No change 4,300 $234K
Fairman Group, LLC 0.21% No change 2,750 $234K
Addison Capital Co 0.09% Reduce -6.3% 4,282 $233K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -0.7% 4,276 $232K
Conway Capital Management, Inc. 0.12% No change 4,270 $232K
CAP Partners, LLC 0.17% Reduce -6.5% 4,254 $231K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 4,249 $231K
Western Wealth Management, LLC 0.02% Reduce -5.1% 4,245 $231K
Simmons Bank 0.02% Reduce -0.8% 4,212 $229K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -39.3% 4,168 $226K
Bradley Foster & Sargent Inc. 0.00% No change 4,162 $226K
Bluesphere Advisors LLC 0.13% Reduce -12.3% 4,146 $225K
Pitti Group Wealth Management, LLC 0.23% Reduce -0.8% 4,098 $223K
Financial Sense Advisors, Inc. 0.06% Reduce -93.0% 4,095 $222K
180 Wealth Advisors, LLC 0.04% Add +35.1% 4,087 $222K
Franklin Street Advisors Inc. 0.02% Reduce -88.1% 4,095 $222K
DAVENPORT & Co LLC 0.00% Add +0.6% 4,070 $221K
Titleist Asset Management, LLC 0.03% Reduce -56.5% 4,066 $221K
MCF Advisors LLC 0.02% No change 4,048 $220K
Monterey Private Wealth, Inc. 0.06% Add +0.0% 4,044 $220K
RMR Wealth Builders 0.02% Add +28.0% 4,020 $218K
Rf&l Wealth Management, LLC 0.16% No change 4,000 $217K
Chaney Capital Management, Inc. 0.10% No change 3,970 $216K
Vista Investment Partners Ii, LLC 0.12% Add +52.0% 3,964 $215K
Cardiff Park Advisors, LLC 0.02% Reduce -4.1% 3,964 $215K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -3.0% 3,948 $214K
Simon Quick Advisors, LLC 0.01% Add +64.5% 3,932 $214K
Prosperity Consulting Group, LLC 0.02% New 3,913 $213K
NorthCoast Asset Management LLC 0.00% Add +4.0% 3,910 $212K
Agf Management Ltd. 0.00% Reduce -16.7% 3,905 $212K
Integrity Alliance, Llc. 0.01% New 3,903 $212K
Wealthcare Advisory Partners LLC 0.01% Reduce -51.8% 3,884 $211K
Frank, Rimerman Advisors LLC 0.02% Add +6.2% 3,878 $211K
Synovus Financial Corp. 0.00% Reduce -40.2% 3,870 $210K
Canvas Wealth Advisors, LLC 0.05% New 3,863 $210K
Parallel Advisors, LLC 0.00% Reduce -6.3% 3,848 $209K
Mutual Advisors, LLC 0.01% Reduce -29.2% 3,570 $207K
Meiji Yasuda Life Insurance Co 0.00% Reduce -5.5% 3,812 $207K
Citizens Financial Group Inc. 0.00% Add +0.2% 3,777 $205K
JBGlobal.com LLC 0.21% Reduce -57.2% 3,729 $203K
Sagespring Wealth Partners, LLC 0.01% Add +5.3% 3,700 $201K
Cornerstone Wealth Management, LLC 0.01% Add +0.3% 3,696 $201K
Legacy Financial Advisors, Inc. 0.03% Reduce -1.2% 3,688 $200K
Impact Asset Management GmbH 0.08% No change 3,684 $200K
CENTRAL TRUST Co 0.00% Add +283.9% 3,447 $187K
Allworth Financial LP 0.00% Reduce -5.2% 3,218 $185K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.09% New 3,400 $185K
Rakuten Securities, Inc. 0.09% Reduce -17.3% 3,334 $181K
Quarry LP 0.05% Add +41.2% 3,253 $177K
Lindbrook Capital, LLC 0.02% Add +18.7% 3,167 $172K
AlphaQuest LLC 0.02% Add +193.7% 3,046 $165K
Wilmington Savings Fund Society, FSB 0.00% Reduce -68.0% 3,007 $163K
Fifth Third Bancorp 0.00% Add +721.2% 2,981 $162K
Brooklyn Investment Group 0.03% Add +38.5% 2,960 $161K
Ossiam 0.00% Reduce -61.0% 2,886 $157K
Silicon Valley Capital Partners 0.02% Add +2702.0% 2,802 $155K
Murphy & Mullick Capital Management Corp 0.15% Add +1.6% 2,784 $151K
Ulland Investment Advisors, LLC 0.13% Add +28.8% 2,750 $149K
Noble Wealth Management PBC 0.10% No change 2,637 $143K
TD Private Client Wealth LLC 0.00% Add +5.5% 2,499 $136K
Covestor Ltd 0.09% Reduce -2.0% 2,479 $135K
GAMMA Investing LLC 0.01% Reduce -2.0% 2,443 $133K
Smartleaf Asset Management LLC 0.01% Add +1.2% 2,398 $133K
Icon Wealth Advisors, LLC 0.01% Add +13.1% 2,429 $132K
Salem Investment Counselors Inc. 0.00% Reduce -40.5% 2,365 $128K
Financial Perspectives, Inc 0.04% Reduce -1.6% 2,262 $125K
Lazard Asset Management LLC 0.00% Reduce -88.0% 2,275 $123K
Laurion Capital Management LP 0.01% Reduce -97.7% 2,158 $117K
GeoWealth Management, LLC 0.00% Add +0.1% 2,139 $116K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +26.2% 2,136 $116K
Bokf, NA 0.00% No change 1,987 $108K
Clearstead Advisors, LLC 0.00% Reduce -2.8% 1,983 $108K
V-Square Quantitative Management LLC 0.02% Reduce -15.5% 1,965 $107K
Larson Financial Group LLC 0.00% Reduce -0.9% 1,877 $102K
Ostrum Asset Management 0.01% Reduce -2.5% 1,874 $102K
Coldstream Capital Management Inc. 0.00% Reduce -21.4% 1,854 $101K
Focused Wealth Management, Inc 0.01% New 1,664 $90K
Whittier Trust Co. 0.00% Reduce -3.6% 1,587 $86K
Bank of New Hampshire 0.02% Reduce -6.5% 1,580 $86K
Innovative Advisory Group, LLC 0.08% Add +1.1% 1,563 $85K
Huntington National Bank 0.00% Reduce -55.1% 1,523 $83K
Truvestments Capital LLC 0.02% Reduce -9.0% 1,511 $82K
Ameliora Wealth Management Ltd. 0.03% Reduce -6.6% 1,425 $77K
NFSG Corp 0.02% Reduce -27.9% 1,423 $77K
1620 Investment Advisors, Inc. 0.06% Reduce -5.9% 1,393 $76K
Creative Financial Designs Inc. 0.01% Add +21.3% 1,317 $72K
Private Trust Co. NA 0.01% Reduce -56.0% 1,313 $71K
Pilgrim Partners Asia Pte Ltd 0.07% New 1,300 $71K
Spire Wealth Management 0.00% Reduce -90.1% 1,275 $69K
S-Bank Fund Management Ltd 0.01% — 1,264 $69K
Quintet Private Bank (Europe) S.A. 0.00% No change 1,252 $68K
EMC Capital Management 0.04% Add +257.1% 1,250 $68K
CoreCap Advisors, LLC 0.00% Reduce -67.4% 1,251 $68K
Global Trust Asset Management, LLC 0.04% Reduce -66.9% 1,165 $63K
CX Institutional 0.00% New 1,149 $62K
Optimum Investment Advisors 0.03% Reduce -41.5% 1,129 $61K
Westside Investment Management, Inc. 0.01% Add +4.7% 1,113 $60K
GPS Wealth Strategies Group, LLC 0.01% Reduce -3.4% 1,091 $59K
Darwin Wealth Management, LLC 0.02% No change 683 $58K
Hantz Financial Services, Inc. 0.00% Add +27.8% 1,040 $57K
Ridgewood Investments LLC 0.03% Reduce -19.0% 1,049 $57K
Garde Capital, Inc. 0.00% New 1,047 $57K
Caz Investments LP 0.39% No change 1,000 $54K
City State Bank 0.02% No change 925 $50K
Rosenberg Matthew Hamilton 0.01% Reduce -5.8% 925 $50K
Capital Advisors, Ltd. LLC 0.01% Reduce -23.3% 900 $49K
Center for Financial Planning, Inc. 0.01% Add +858.8% 815 $44K
Caldwell Trust Co 0.00% No change 800 $43K
Toth Financial Advisory Corp. 0.01% Reduce -89.2% 790 $43K
Richards, Merrill & Peterson, Inc. 0.02% Add +6.8% 780 $42K
Blue Trust, Inc. 0.00% Reduce -4.7% 777 $42K
Arax Advisory Partners 0.00% Reduce -29.8% 760 $41K
Washington Trust Advisors, Inc. 0.00% Reduce -4.5% 759 $41K
CNB Bank 0.02% No change 746 $41K
Hexagon Capital Partners LLC 0.01% Add +10.8% 730 $40K
Capital Analysts, LLC 0.00% No change 713 $39K
First Horizon Advisors, Inc. 0.00% Reduce -34.6% 717 $39K
MassMutual Private Wealth & Trust, FSB 0.00% Add +65.1% 690 $37K
Assetmark, Inc. 0.00% Reduce -25.9% 682 $37K
Mizuho Securities Co. Ltd. 0.44% Reduce -52.8% 680 $37K
Twin Lakes Capital Management, LLC 0.02% No change 679 $37K
Crewe Advisors LLC 0.01% No change 668 $36K
Golden State Wealth Management, LLC 0.01% Add +3.4% 632 $34K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -6.5% 631 $34K
Trust Co. of Vermont 0.00% No change 630 $34K
Asset Planning,Inc 0.03% Reduce -4.0% 627 $34K
Cullen/Frost Bankers, Inc. 0.00% Reduce -9.2% 623 $34K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 600 $33K
MPWM Advisory Solutions, LLC 0.02% No change 597 $32K
Generali Asset Management SPA SGR 0.00% No change 579 $31K
Sherman Asset Management, Inc. 0.03% Reduce -44.5% 577 $31K
PSI Advisors, LLC 0.01% Add +13.8% 544 $30K
McClarren Financial Advisors, Inc. 0.02% New 108 $29K
Quent Capital, LLC 0.00% Add +49.9% 532 $29K
Manchester Capital Management LLC 0.00% No change 505 $27K
City Holding Co. 0.00% Reduce -38.3% 505 $27K
Deseret Mutual Benefit Administrators 0.01% No change 480 $26K
EverSource Wealth Advisors, LLC 0.00% Reduce -10.8% 464 $25K
SouthState Bank Corp 0.00% Add +99.6% 461 $25K
Comprehensive Financial Planning, Inc. 0.02% Reduce -11.4% 450 $24K
Sit Investment Associates Inc. 0.00% No change 450 $24K
Mather Group, Llc. 0.00% Reduce -1.8% 428 $23K
Aventura Private Wealth, LLC 0.01% No change 426 $23K
2UniFi Bank 0.01% Reduce -0.3% 350 $23K
AdvisorNet Financial, Inc 0.00% Add +46.1% 418 $23K
LRI Investments, LLC 0.00% Reduce -47.4% 400 $22K
Centricity Wealth Management, LLC 0.02% No change 395 $21K
Nemes Rush Group LLC 0.00% No change 383 $21K
Tidemark, LLC 0.01% No change 376 $20K
Meeder Asset Management Inc. 0.00% Reduce -99.5% 358 $19K
Quadrant Capital Group LLC 0.00% Add +26.6% 352 $19K
First United Bank & Trust 0.01% Reduce -22.2% 350 $19K
Stonebridge Financial Group, LLC 0.00% New 349 $19K
1248 Management, LLC 0.01% New 346 $19K
Parkside Financial Bank & Trust 0.00% Reduce -19.6% 344 $19K
Global Financial Private Client, LLC 0.01% Add +8.0% 336 $18K
Beacon Capital Management, LLC 0.00% Add +46.7% 336 $18K
Avion Wealth 0.00% No change 214 $18K
Riverview Trust Co 0.02% Reduce -4.1% 329 $18K
Nova Wealth Management, Inc. 0.01% Add +8.1% 308 $17K
Hollencrest Capital Management 0.00% No change 308 $17K
Versant Capital Management, Inc 0.00% Reduce -22.8% 304 $17K
Horizon Financial Services, LLC 0.01% No change 300 $16K
Costello Asset Management, INC 0.01% New 300 $16K
Avalon Trust Co 0.00% New 300 $16K
NBT Bank, N.A. 0.00% No change 300 $16K
HM Payson & Co. 0.00% No change 300 $16K
Valley National Advisers Inc. 0.00% Reduce -1.0% 305 $16K
Rothschild Investment LLC 0.00% Reduce -0.7% 294 $16K
Anchor Investment Management, LLC 0.00% No change 291 $16K
Clearstead Trust, LLC 0.00% Add +14.3% 287 $16K
Whipplewood Advisors, LLC 0.01% Add +14683.9% 39,473 $15K
Tradewinds Capital Management, LLC 0.00% Reduce -27.7% 261 $14K
Brown Brothers Harriman & Co. 0.00% Reduce -82.6% 250 $14K
Addison Advisors LLC 0.00% No change 246 $13K
Smithfield Trust Co 0.00% No change 220 $13K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -0.5% 222 $12K
Lanark Financial, Inc. 0.00% — 238 $12K
Saudi Central Bank 0.06% New 218 $12K
Crowley Wealth Management, Inc. 0.01% No change 200 $11K
PFS Partners, LLC 0.01% Add +33.3% 200 $11K
Strategic Investment Solutions, Inc. 0.00% No change 200 $11K
IAG Wealth Partners, LLC 0.00% No change 200 $11K
McIlrath & Eck, LLC 0.00% Reduce -13.8% 200 $11K
Sound Income Strategies, LLC 0.00% No change 200 $11K
Country Trust Bank 0.00% No change 200 $11K
Albion Financial Group 0.00% Add +5.4% 195 $11K
Key Financial Inc 0.00% No change 193 $10K
Asset Dedication, LLC 0.00% Add +4.8% 174 $9K
Brown, Lisle/Cummings, Inc. 0.00% Add +2.4% 174 $9K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 166 $9K
Hemington Wealth Management 0.00% Reduce -22.1% 180 $9K
Valley Wealth Managers, Inc. 0.00% No change 165 $9K
New England Capital Financial Advisors LLC 0.00% No change 162 $9K
Medallion Wealth Advisors, LLC 0.00% Add +187.3% 158 $9K
Rialto Wealth Management, LLC 0.00% No change 159 $9K
Turim 21 Investimentos Ltda. 0.00% No change 95 $8K
Gould Capital, LLC 0.01% No change 150 $8K
WPG Advisers, LLC 0.01% Add +250.0% 147 $8K
Montag A & Associates Inc. 0.00% No change 147 $8K
Sachetta, LLC 0.00% Reduce -19.0% 145 $8K
SJS Investment Consulting Inc. 0.00% Reduce -5.2% 127 $7K
ORG Partners LLC 0.00% Add +33.7% 123 $7K
Missouri Trust & Investment Co 0.00% No change 118 $6K
Sierra Ocean, LLC 0.01% Add +13.6% 117 $6K
Vision Financial Markets LLC 0.01% Reduce -28.3% 114 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -32.9% 114 $6K
Cornerstone Planning Group LLC 0.00% Add +27.6% 111 $6K
Blume Capital Management, Inc. 0.00% Add +4.7% 111 $6K
BNP Paribas 0.00% Reduce -99.2% 104 $6K
Hurley Capital, LLC 0.00% No change 102 $6K
Hoertkorn Richard Charles 0.00% No change 102 $6K
Fourth Dimension Wealth, LLC 0.00% No change 100 $5K
Activest Wealth Management 0.00% Add +3.1% 100 $5K
Bell Investment Advisors, Inc 0.00% Add +20.5% 100 $5K
Colonial Trust Co / SC 0.00% Reduce -22.5% 100 $5K
Central Pacific Bank - Trust Division 0.00% No change 100 $5K
Investment Research & Advisory Group, Inc. 0.00% No change 98 $5K
Archer Investment Corp 0.00% No change 97 $5K
Game Plan Financial Advisors, LLC 0.00% New 95 $5K
PrairieView Partners, LLC 0.00% No change 102 $5K
Park Place Capital Corp 0.00% No change 89 $5K
Carolinas Wealth Consulting LLC 0.00% No change 87 $5K
Global Wealth Strategies & Associates 0.00% Reduce -51.1% 86 $5K
Kozak & Associates, Inc. 0.00% Reduce -96.3% 85 $5K
Pinnacle Bancorp, Inc. 0.00% New 84 $5K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -62.8% 83 $5K
CVA Family Office, LLC 0.00% Reduce -43.1% 82 $4K
Armstrong Advisory Group, Inc. 0.00% No change 48 $4K
Pineridge Advisors LLC 0.00% Reduce -69.4% 75 $4K
Dagco, Inc. 0.00% New 75 $4K
Grove Bank & Trust 0.00% Add +92.1% 73 $4K
Fortitude Family Office, LLC 0.00% No change 71 $4K
Islay Capital Management, LLC 0.00% No change 70 $4K
Clean Yield Group 0.00% No change 70 $4K
Financial Network Wealth Advisors LLC 0.00% Add +50.0% 69 $4K
Physician Wealth Advisors, Inc. 0.00% Reduce -1.4% 69 $4K
Independence Bank of Kentucky 0.00% No change 65 $4K
Capital A Wealth Management, LLC 0.00% No change 60 $3K
Pflug Koory, LLC 0.00% No change 57 $3K
Kestra Investment Management, LLC 0.00% Reduce -91.7% 56 $3K
Ogorek Anthony Joseph /NY/ 0.00% New 62 $3K
Cordant, Inc. 0.00% New 55 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $3K
High Note Wealth, LLC 0.00% Reduce -3.9% 50 $3K
Hoey Investments, Inc. 0.00% No change 50 $3K
Flaharty Asset Management, LLC 0.00% New 50 $3K
Bfsg, LLC 0.00% No change 50 $3K
Barrett & Company, Inc. 0.00% No change 50 $3K
Glen Eagle Advisors, LLC 0.00% No change 49 $3K
Heritage Wealth Advisors 0.00% No change 49 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $3K
Ancora Advisors LLC 0.00% Reduce -95.7% 45 $2K
Bruce G. Allen Investments, LLC 0.00% No change 43 $2K
S&T Bank 0.00% New 41 $2K
Continuum Advisory, LLC 0.00% Reduce -93.1% 41 $2K
Hager Investment Management Services, LLC 0.00% No change 40 $2K
Carolina Wealth Advisors, LLC 0.00% No change 36 $2K
Bellevue Asset Management, LLC 0.00% No change 36 $2K
Colonial Trust Advisors 0.00% No change 35 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 35 $2K
Foster Dykema Cabot & Partners, LLC 0.00% No change 33 $2K
Bartlett & Co. Wealth Management LLC 0.00% New 33 $2K
Raffa Wealth Management, LLC 0.00% No change 32 $2K
Hartford Financial Management Inc. 0.00% No change 31 $2K
SOA Wealth Advisors, LLC. 0.00% Reduce -82.7% 31 $2K
Legacy Bridge, LLC 0.00% No change 30 $2K
Transce3nd, LLC 0.00% Reduce -61.0% 30 $2K
West Paces Advisors Inc. 0.00% No change 30 $2K
WASHINGTON TRUST Co 0.00% Reduce -97.1% 30 $2K
Tacita Capital Inc 0.00% No change 28 $2K
Cape Investment Advisory, Inc. 0.00% Add +44.4% 26 $1K
Minot DeBlois Advisors LLC 0.00% No change 25 $1K
IFS Advisors, LLC 0.00% New 25 $1K
CGC Financial Services, LLC 0.00% No change 25 $1K
Hughes Financial Services, LLC 0.00% New 24 $1K
Binnacle Investments Inc 0.00% — 24 $1K
Gen-Wealth Partners Inc 0.00% No change 24 $1K
MV Capital Management, Inc. 0.00% Reduce -87.9% 24 $1K
Bogart Wealth, LLC 0.00% Add +200.0% 24 $1K
Highline Wealth Partners LLC 0.00% Reduce -44.7% 21 $1K
Runnymede Capital Advisors, Inc. 0.00% No change 20 $1K
JNBA Financial Advisors 0.00% Reduce -57.5% 20 $1K
Raiffeisen Bank International AG 0.00% Reduce -99.8% 20 $1K
N.E.W. Advisory Services LLC 0.00% New 19 $1K
GW&K Investment Management, LLC 0.00% No change 19 $1K
True Wealth Design, LLC 0.00% Reduce -96.4% 18 $951
Robbins Farley 0.00% No change 17 $924
Granite FO LLC 0.00% No change 17 $924
YANKCOM Partnership 0.00% No change 17 $924
Smallwood Wealth Investment Management, LLC 0.00% New 17 $923
Riggs Asset Managment Co. Inc. 0.00% Add +128.6% 16 $870
PFG Private Wealth Management, LLC 0.00% No change 16 $869
Rise Advisors, LLC 0.00% New 16 $869
Private Wealth Asset Management, LLC 0.00% — 16 $869
Winnacle Wealth LLC 0.00% Add +45.5% 16 $847
Copia Wealth Management 0.00% No change 15 $815
Affinity Wealth LLC 0.00% New 15 $815
Citizens National Bank Trust Department 0.00% No change 15 $815
Tompkins Financial Corp. 0.00% No change 15 $815
Pacer Advisors, Inc. 0.00% No change 15 $815
Robinswood Financial LLC 0.00% No change 15 $814
Dunhill Financial, LLC 0.00% New 15 $803
HHM Wealth Advisors, LLC 0.00% Reduce -94.7% 14 $761
GHP Investment Advisors, Inc. 0.00% No change 14 $761
MJT & Associates Financial Advisory Group, Inc. 0.00% — 13 $707
PayPay Securities Corp 0.04% No change 11 $628
C M Bidwell & Associates Ltd. 0.00% Reduce -73.2% 11 $598
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 10 $557
Private Wealth Management Group, LLC 0.00% No change 10 $544
Pandora Wealth, Inc. 0.00% — 10 $543
Berkshire Capital Holdings Inc. 0.00% No change 10 $543
Halbert Hargrove Global Advisors, LLC 0.00% New 9 $488
Bear Mountain Capital, Inc. 0.00% Reduce -20.0% 8 $476
Parkworth Wealth Management, Inc. 0.00% Add +33.3% 8 $435
Thompson Investment Management, Inc. 0.00% No change 8 $435
TFC Financial Management, Inc. 0.00% No change 8 $435
Atticus Wealth Management, LLC 0.00% No change 7 $381
Bay Harbor Wealth Management, LLC 0.00% New 7 $380
Prudent Man Investment Management, Inc. 0.00% No change 4 $340
IMG Wealth Management, Inc. 0.00% No change 6 $326
Dogwood Wealth Management LLC 0.00% New 6 $326
Vermillion Wealth Management, Inc. 0.00% No change 6 $326
Abound Wealth Management 0.00% Reduce -28.6% 5 $284
Tower View Wealth Management LLC 0.00% No change 5 $272
WealthTrak Capital Management LLC 0.00% Reduce -66.7% 5 $272
Pacific Center for Financial Services 0.00% No change 5 $272
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $272
Quest 10 Wealth Builders, Inc. 0.00% New 5 $262
Principia Wealth Advisory, LLC 0.00% Reduce -66.7% 4 $224
Accredited Wealth Management, LLC 0.00% No change 4 $218
Wood Tarver Financial Group, LLC 0.00% No change 4 $218
New Millennium Group LLC 0.00% No change 4 $217
Kiker Wealth Management, LLC 0.00% New 4 $217
Financial Management Professionals, Inc. 0.00% No change 4 $217
Concord Wealth Partners 0.00% No change 2 $109
HFM Investment Advisors, LLC 0.00% — 1 $55
AllSquare Wealth Management LLC 0.00% No change 1 $54
Front Row Advisors LLC 0.00% No change 1 $54
Core Alternative Capital 0.00% No change 1 $54
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.5% 1 $54
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.