BlockXYZ

13F holders, Q2 2025 (June 30)
990holders −25
114new positions
139sold out
15famous investors
$67.92avg. 13F price*

At the end of Q2 2025, 990 institutions reported holding Block Inc. (XYZ) in their 13F filings, down 25 from Q1 2025. 114 opened new positions and 139 sold out. The largest holders were Vanguard Group Inc. ($3.7B), T. Rowe Price Associates Inc. ($3.2B) and BlackRock, Inc. ($2.1B). 15 famous investors held it, including Cathie Wood (1.5% of ARK Investment Management's portfolio), Andreas Halvorsen (1.1% of Viking Global Investors's portfolio) and Steve Cohen (0.9% of Point72 Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions114$1.1B
Exits139$389.0M

All 13F filers, Q1 2025 → Q2 2025: 72,576,852 shares bought and 59,817,730 shares sold, net +12,759,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 990 holders

Vanguard Group Inc. 0.06% Add +0.6% 54,916,661 $3.7B
T. Rowe Price Associates Inc. 0.37% Add +75.8% 47,318,323 $3.2B
BlackRock, Inc. 0.04% Reduce -2.4% 31,393,658 $2.1B
Morgan Stanley 0.09% Add +0.9% 19,921,579 $1.4B
Baillie Gifford & Co. 0.61% Reduce -4.3% 12,012,644 $816.0M
State Street Corp. 0.03% Reduce -1.5% 11,758,011 $798.7M
Sands Capital Management, LLC 2.02% Add +21.2% 10,340,740 $702.4M
Geode Capital Management, LLC 0.04% Add +0.4% 9,374,739 $634.7M
Dragoneer Investment Group, LLC 12.80% Reduce -0.0% 9,233,515 $627.2M
FMR LLC 0.03% Reduce -49.1% 8,503,837 $577.7M
Ameriprise Financial Inc. 0.13% Add +11.6% 7,880,336 $535.3M
Loomis Sayles & Co. L P 0.65% Add +1.3% 7,593,945 $515.9M
Bank of America Corp. 0.03% Reduce -4.0% 6,291,250 $427.4M
Norges Bank 0.05% Reduce -33.7% 6,117,697 $415.6M
Point72 Asset Management 0.94% Add +296.6% 5,550,610 $377.1M
Wellington Management Group LLP 0.07% Add +40.1% 5,528,250 $375.5M
Viking Global Investors 1.06% New 5,420,475 $368.2M
Citadel Advisors 0.29% Add +415.3% 4,764,097 $323.6M
Tiger Global Management 0.79% Add +109.3% 3,944,440 $267.9M
Capital World Investors 0.04% Add +5.8% 3,859,844 $262.2M
Amova Asset Management Americas, Inc. 2.56% Reduce -13.5% 3,770,562 $256.2M
Bank of New York Mellon Corp 0.05% Reduce -4.3% 3,645,262 $247.6M
Contour Asset Management LLC 8.05% Add +8.7% 3,624,813 $246.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +20.5% 3,436,502 $233.4M
Northern Trust Corp. 0.03% Reduce -6.0% 3,212,672 $218.2M
ARK Investment Management 1.54% Reduce -24.2% 3,091,655 $210.0M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -10.7% 3,006,375 $204.2M
Millennium Management 0.18% Add +186.0% 2,810,396 $190.9M
Legal & General Group Plc 0.05% Add +3.6% 2,785,389 $189.2M
Charles Schwab Investment Management Inc. 0.03% Add +4.6% 2,630,933 $178.7M
Balyasny Asset Management L.P. 0.40% Add +11863.2% 2,565,389 $174.3M
Dimensional Fund Advisors LP 0.04% Add +8.6% 2,556,582 $173.6M
Royal Bank of Canada 0.03% Add +288.7% 2,257,079 $153.3M
Bares Capital Management, Inc. 14.17% Reduce -5.3% 2,148,963 $146.0M
Hyperion Asset Management Ltd 4.61% Reduce -24.4% 2,148,429 $145.9M
Carmignac Gestion 2.15% Reduce -7.4% 2,054,026 $139.5M
FIL Ltd 0.12% Add +6463.8% 2,007,543 $136.4M
UBS Group AG 0.03% Reduce -40.6% 1,916,963 $130.2M
American Century Companies Inc. 0.07% Reduce -60.5% 1,869,783 $127.0M
PointState Capital LP 2.75% New 1,869,376 $127.0M
Clearbridge Investments, LLC 0.10% Add +5.4% 1,763,992 $119.8M
Danica Pension, Livsforsikringsaktieselskab 2.00% Add +14.5% 1,758,896 $119.5M
Bridgewater Associates 0.48% Reduce -12.8% 1,736,983 $118.0M
Swiss National Bank 0.07% Add +8.2% 1,693,486 $115.0M
Massachusetts Financial Services Co. 0.04% Reduce -71.3% 1,635,635 $111.1M
Marshall Wace, LLP 0.12% New 1,512,429 $102.7M
Nuveen, LLC 0.03% Reduce -12.3% 1,344,915 $91.4M
Citigroup Inc. 0.06% Add +225.8% 1,322,609 $89.8M
Frontier Capital Management Co. LLC 0.82% Add +6.1% 1,296,659 $88.1M
Evergreen Quality Fund GP, Ltd. 2.52% New 1,199,194 $81.5M
Deutsche Bank AG 0.03% Add +1.5% 1,125,299 $76.4M
Invesco Ltd. 0.01% Add +22.3% 1,106,585 $75.2M
Ribbit Management Company, LLC 5.12% No change 1,106,500 $75.2M
Junto Capital Management LP 1.54% New 1,072,687 $72.9M
a16z Capital Management, L.L.C. 22.07% No change 1,016,697 $69.1M
Southpoint Capital Advisors LP 1.71% Reduce -28.6% 1,000,000 $67.9M
SC US (ttgp), LTD. 0.53% No change 990,778 $67.3M
Franklin Resources Inc. 0.02% Reduce -56.6% 943,814 $64.1M
Bessemer Group Inc. 0.10% Reduce -0.9% 918,429 $62.4M
BNP Paribas Financial Markets 0.05% Add +171.0% 908,849 $61.7M
Sumitomo Mitsui Financial Group, Inc. 1.01% Add +0.0% 907,950 $61.7M
California Public Employees Retirement System 0.04% Add +35.9% 893,370 $60.7M
Alkeon Capital Management LLC 0.29% No change 866,200 $58.8M
California State Teachers Retirement System 0.06% Add +2.9% 857,910 $58.3M
Bank of Montreal 0.03% Add +83.8% 819,200 $55.6M
Wells Fargo & Company 0.01% Add +8.0% 803,368 $54.6M
Goldman Sachs Group Inc. 0.01% Reduce -25.6% 799,087 $54.3M
Gladstone Capital Management LLP 5.43% Reduce -8.3% 774,305 $52.6M
Van Eck Associates Corp. 0.06% Add +47.0% 772,867 $52.5M
Amundi 0.02% Reduce -29.8% 756,904 $52.4M
Assenagon Asset Management S.A. 0.08% Add +1400.1% 767,075 $52.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Reduce -17.1% 758,161 $51.5M
National Pension Service 0.04% Reduce -9.7% 751,564 $51.1M
First Trust Advisors LP 0.04% Add +134.5% 724,577 $49.2M
Russell Investments Group, Ltd. 0.06% Add +5.9% 707,943 $48.0M
Connor, Clark & Lunn Investment Management Ltd. 0.17% Add +92.0% 691,328 $47.0M
Rockefeller Capital Management L.P. 0.10% Add +21.4% 689,850 $46.9M
Appaloosa 0.68% Add +755.7% 641,800 $43.6M
Susquehanna International Group, LLP 0.07% Reduce -22.5% 634,503 $43.1M
Rhumbline Advisers 0.04% Reduce -4.0% 633,597 $43.0M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -8.6% 619,717 $42.1M
Mane Global Capital Management LP 1.86% New 602,360 $40.9M
Raymond James Financial Inc. 0.01% Reduce -60.4% 585,461 $39.8M
Tidal Investments LLC 0.25% Add +38.9% 571,475 $38.8M
New York State Common Retirement Fund 0.05% Reduce -10.1% 567,202 $38.5M
JPMorgan Chase & Co. 0.00% Reduce -88.7% 556,313 $37.8M
Nan Shan Life Insurance Co., Ltd. 0.84% Reduce -1.0% 556,155 $37.8M
Tredje AP-fonden 0.30% Reduce -2.9% 555,345 $37.7M
LPL Financial LLC 0.01% Add +2.4% 554,870 $37.7M
Ardmore Road Asset Management LP 3.09% Reduce -47.6% 550,000 $37.4M
State Board of Administration of Florida Retirement System 0.07% Reduce -0.1% 548,763 $37.3M
Fernbridge Capital Management LP 1.77% New 547,620 $37.2M
Gilder Gagnon Howe & Co. LLC 0.39% Reduce -0.7% 540,724 $36.7M
Quantinno Capital Management LP 0.16% Add +507.4% 537,745 $36.5M
DekaBank Deutsche Girozentrale 0.06% Reduce -0.1% 541,204 $36.4M
Barclays PLC 0.01% Reduce -53.3% 513,932 $34.9M
Owl Creek Asset Management, L.P. 4.49% Add +344.4% 501,329 $34.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +5.9% 482,527 $32.8M
Baron Capital (BAMCO) 0.09% Reduce -3.2% 482,386 $32.8M
Sei Investments Co. 0.04% Add +29.4% 456,443 $31.0M
Moore Capital Management, LP 0.65% New 446,720 $30.3M
CANADA LIFE ASSURANCE Co 0.05% Add +67.7% 445,374 $30.3M
Alliancebernstein L.P. 0.01% Add +110.7% 443,214 $30.1M
Syon Capital LLC 1.99% Add +96.0% 441,619 $30.0M
Robeco Institutional Asset Management B.V. 0.05% Add +2.9% 434,697 $29.5M
HSBC Holdings PLC 0.02% Reduce -44.2% 424,889 $28.9M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.39% Add +0.2% 422,838 $28.7M
Schonfeld Strategic Advisors LLC 0.21% Add +2123.0% 411,738 $28.0M
Arrowstreet Capital, Limited Partnership 0.02% Add +442.4% 405,253 $27.5M
TD Asset Management Inc 0.02% Add +24.2% 404,775 $27.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +3.9% 402,458 $27.1M
Natixis Advisors, LLC 0.04% Reduce -2.4% 398,843 $27.1M
US Bancorp \de 0.03% Add +11.2% 392,420 $26.7M
Woodson Capital Management, LP 4.75% Add +11.4% 390,000 $26.5M
Aviva PLC 0.05% Add +1700.9% 382,528 $26.0M
Graypoint LLC 1.46% Reduce -0.0% 381,749 $25.9M
Aberdeen Group plc 0.04% Add +6.2% 379,675 $25.8M
Meridiem Capital Partners LP 1.82% Add +2.7% 372,372 $25.3M
Avory & Company, LLC 14.79% Add +4.4% 357,153 $24.3M
Railway Pension Investments Ltd 0.34% No change 354,123 $24.1M
Blair William & Co. 0.06% Reduce -80.2% 336,796 $22.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +22.6% 322,803 $21.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -94.2% 322,938 $21.9M
STRS Ohio 0.08% Add +55.0% 314,318 $21.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -10.4% 311,710 $21.2M
Erste Asset Management GmbH 0.17% Add +8.7% 304,370 $20.7M
State of Wisconsin Investment Board 0.05% Reduce -3.8% 298,127 $20.3M
Silicon Valley Community Foundation 1.12% No change 292,868 $19.9M
APG Asset Management N.V. 0.06% Add +3.2% 333,428 $19.3M
Gillson Capital LP 1.45% New 280,399 $19.0M
Sone Capital Management, LLC 1.76% Add +275.0% 280,175 $19.0M
Royal London Asset Management Ltd. 0.04% Add +7.3% 277,383 $18.8M
Engineers Gate Manager LP 0.23% Add +457.5% 272,388 $18.5M
Freestone Grove Partners LP 0.14% Add +2871.6% 269,939 $18.3M
BI Asset Management Fondsmaeglerselskab A/S 0.18% Add +1038.1% 269,578 $18.3M
TimesSquare Capital Management, LLC 0.26% Add +1.4% 264,975 $18.0M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -4.2% 262,619 $17.8M
Sora Investors LLC 1.59% New 260,001 $17.7M
Danske Bank A/S 0.04% Add +10.6% 258,756 $17.6M
Treasurer of the State of North Carolina 0.06% Add +0.1% 254,384 $17.3M
Envestnet Asset Management Inc. 0.01% Reduce -25.9% 252,552 $17.2M
Public Employees Retirement System of Ohio 0.06% Reduce -0.7% 251,800 $17.1M
Verition Fund Management LLC 0.10% Reduce -35.6% 245,997 $16.7M
Pictet Asset Management Holding SA 0.02% Add +5.3% 237,670 $16.1M
Maytus Capital Management, LLC 2.94% New 235,078 $16.0M
Advisors Asset Management, Inc. 0.29% Add +0.8% 234,432 $15.9M
National Bank of Canada 0.02% Add +850.6% 234,279 $15.9M
Schroder Investment Management Group 0.01% Reduce -48.4% 233,888 $15.9M
Commonwealth Equity Services, LLC 0.02% Reduce -35.5% 231,842 $15.7M
Philadelphia Financial Management of San Francisco, LLC 3.38% New 224,699 $15.3M
Ilex Capital Partners (UK) LLP 0.50% New 223,857 $15.2M
Storebrand Asset Management As 0.04% Reduce -14.9% 223,568 $15.2M
OMERS ADMINISTRATION Corp 0.12% Add +0.4% 220,405 $15.0M
Hudson Bay Capital Management LP 0.11% Add +403.3% 220,135 $15.0M
Penserra Capital Management LLC 0.21% Add +11.8% 219,388 $14.9M
Asset Management One Co., Ltd. 0.05% Reduce -29.8% 218,610 $14.9M
Handelsbanken Fonder AB 0.05% Add +26.3% 215,181 $14.6M
Walleye Trading LLC 0.35% Add +258.9% 211,511 $14.4M
Mn Services Vermogensbeheer B.V. 0.10% Add +4.4% 209,100 $14.2M
Osborne Partners Capital Management, LLC 0.75% Add +3.2% 208,263 $14.1M
Korea Investment CORP 0.03% Reduce -26.5% 205,172 $13.9M
Square Peg Capital PTY Ltd. 11.15% Reduce -9.8% 203,503 $13.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Reduce -15.7% 199,119 $13.6M
Stifel Financial Corp. 0.01% Add +0.7% 198,508 $13.5M
KLP Kapitalforvaltning As 0.06% Add +3.9% 198,200 $13.5M
State of New Jersey Common Pension Fund D 0.05% No change 188,814 $12.8M
Tairen Capital Ltd 1.31% No change 188,300 $12.8M
Walleye Capital LLC 0.13% Reduce -57.5% 183,988 $12.5M
Ensign Peak Advisors, Inc 0.02% Reduce -61.4% 181,025 $12.3M
Ion Asset Management Ltd. 0.74% No change 180,000 $12.2M
Resona Asset Management Co.,Ltd. 0.06% Add +7.6% 178,496 $12.1M
ExodusPoint Capital Management, LP 0.14% New 175,040 $11.9M
Contrarius Group Holdings Ltd 0.67% Add +11.8% 173,516 $11.8M
Nomura Asset Management Co. Ltd. 0.03% Reduce -25.3% 173,288 $11.8M
Quadrature Capital Ltd 0.20% New 172,905 $11.7M
Oribel Capital Management, LP 0.62% New 172,300 $11.7M
Victory Capital Management Inc. 0.01% Reduce -5.8% 170,648 $11.6M
Beacon Pointe Advisors, LLC 0.12% Add +34.0% 170,723 $11.6M
Canada Pension Plan Investment Board 0.01% Add +55.7% 166,404 $11.3M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -5.7% 163,874 $11.1M
Arizona State Retirement System 0.06% Add +0.3% 163,497 $11.1M
ADAPT Investment Managers SA 3.81% New 162,735 $11.1M
Jane Street Group, LLC 0.02% Reduce -80.7% 158,765 $10.8M
Liontrust Investment Partners LLP 0.15% Add +12.0% 156,218 $10.6M
Groupe la Francaise 0.17% Add +52.3% 156,204 $10.6M
Exchange Traded Concepts, LLC 0.13% Add +217.9% 155,261 $10.5M
Prana Capital Management, LP 0.38% Reduce -22.1% 153,629 $10.4M
Biondo Investment Advisors, LLC 1.36% Add +2.0% 152,029 $10.3M
Voya Investment Management LLC 0.01% Reduce -92.4% 151,358 $10.3M
Cibc World Market Inc. 0.02% Reduce -18.4% 144,593 $9.8M
State of Michigan Retirement System 0.05% Reduce -81.8% 141,246 $9.6M
CastleKnight Management LP 0.65% Add +13.2% 141,100 $9.6M
Adage Capital Partners Gp, L.L.C. 0.02% New 135,131 $9.2M
Federation des caisses Desjardins du Quebec 0.04% Add +3.3% 133,332 $9.1M
Vontobel Holding Ltd. 0.03% Reduce -21.3% 133,114 $9.0M
Forsta Ap-Fonden 0.06% Add +19.8% 133,100 $9.0M
Lombard Odier Asset Management (Europe) Ltd 0.77% Add +55.5% 128,841 $8.8M
Alyeska Investment Group, L.P. 0.03% Reduce -49.2% 127,986 $8.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +8.6% 125,873 $8.6M
Parnassus Investments, LLC 0.02% Reduce -61.6% 121,910 $8.3M
Varma Mutual Pension Insurance Co 0.06% Add +13.4% 121,025 $8.2M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +6.5% 120,782 $8.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +306.0% 118,176 $8.2M
Cresset Asset Management, LLC 0.04% Reduce -30.5% 119,705 $8.1M
St Germain D J Co. Inc. 0.34% Add +12.6% 116,152 $7.9M
Truist Financial Corp. 0.01% Reduce -9.7% 115,490 $7.8M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 110,000 $7.5M
Group One Trading LLC 0.24% Add +41.3% 109,355 $7.4M
Sicart Associates LLC 2.59% Reduce -2.4% 108,771 $7.4M
Andra AP-fonden 0.10% Reduce -10.5% 108,600 $7.4M
IFM Investors Pty Ltd 0.07% Add +4.8% 105,665 $7.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -58.1% 104,949 $7.1M
Parallax Volatility Advisers, L.P. 0.35% Reduce -87.0% 104,838 $7.1M
Toronto Dominion Bank 0.02% Add +21.8% 103,623 $7.0M
QRG Capital Management, Inc. 0.06% Reduce -3.7% 102,678 $7.0M
Ieq Capital, LLC 0.04% Add +0.4% 102,341 $7.0M
DNB Asset Management AS 0.03% Add +1.6% 100,426 $6.8M
Alight Capital Management LP 1.73% New 100,000 $6.8M
Osaic Holdings, Inc. 0.01% Reduce -4.4% 100,466 $6.8M
USS Investment Management Ltd 0.04% Reduce -0.3% 95,162 $6.5M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -5.4% 94,684 $6.4M
Utah Retirement Systems 0.06% Reduce -1.3% 90,845 $6.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.17% Add +11.3% 90,101 $6.1M
Lane Generational LLC 5.64% Reduce -2.0% 88,963 $6.0M
Lighthouse Investment Partners, LLC 0.26% Add +121.1% 88,486 $6.0M
Consolidated Press International Holdings Ltd. 1.00% Reduce -17.5% 88,416 $6.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -17.1% 88,015 $6.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +59.9% 87,698 $6.0M
Macquarie Group Ltd. 0.01% Reduce -51.0% 87,316 $5.9M
Greenland Capital Management LP 0.79% New 86,769 $5.9M
Governors Lane LP 0.80% New 85,400 $5.8M
Teacher Retirement System of Texas 0.02% Reduce -20.6% 84,932 $5.8M
Cetera Investment Advisers 0.01% Add +7.6% 83,919 $5.7M
KBC Group NV 0.02% Reduce -2.3% 83,893 $5.7M
Police & Firemen's Retirement System of New Jersey 0.05% Add +2.5% 82,729 $5.6M
Great Lakes Advisors, LLC 0.05% New 82,046 $5.6M
Brevan Howard Capital Management LP 0.06% Add +320.7% 80,454 $5.5M
Platinum Investment Management Ltd. 0.36% Reduce -22.3% 80,000 $5.4M
Xponance LLC 0.05% Reduce -0.1% 79,989 $5.4M
Creative Planning 0.00% Add +9.4% 78,528 $5.3M
Globeflex Capital L P 0.44% No change 78,384 $5.3M
Envestnet Portfolio Solutions, Inc. 0.02% Add +4.8% 77,531 $5.3M
Allianz SE 0.12% No change 77,000 $5.2M
Wellington Shields Capital Management, LLC 0.88% Reduce -1.4% 76,580 $5.2M
Vestmark Advisory Solutions, Inc. 0.07% Add +74.2% 75,868 $5.2M
Generate Investment Management Ltd 0.28% Add +81.5% 75,000 $5.1M
GMO 0.02% Reduce -83.0% 74,404 $5.1M
Gateway Investment Advisers LLC 0.06% Add +252.7% 74,130 $5.0M
Swedbank AB 0.01% Add +10.1% 73,962 $5.0M
Vident Advisory, LLC 0.06% Add +90.4% 72,388 $4.9M
Point72 Europe (London) LLP 0.25% New 70,500 $4.8M
Nissay Asset Management Corp. /Japan 0.03% Add +2.9% 69,440 $4.7M
HighTower Advisors, LLC 0.01% Reduce -61.1% 67,838 $4.6M
SBI Securities Co., Ltd. 0.13% Reduce -12.5% 67,789 $4.6M
Insight Wealth Strategies, LLC 0.57% Add +1.2% 66,220 $4.5M
Moody LYNN Lieberson & Walker, LLC 0.26% Add +50.7% 66,261 $4.5M
Hel Ved Capital Management Ltd 2.02% Reduce -10.4% 66,225 $4.5M
Allianz Asset Management GmbH 0.01% Reduce -71.4% 66,114 $4.5M
Two Sigma Investments, LP 0.01% Add +778.3% 65,400 $4.4M
Deltec Asset Management LLC 0.79% Reduce -63.5% 65,000 $4.4M
Otter Creek Advisors, LLC 3.31% Add +587.4% 64,834 $4.4M
Ausdal Financial Partners, Inc. 0.29% Add +1332.3% 63,982 $4.3M
Nomura Holdings Inc. 0.03% Add +7.4% 61,774 $4.2M
Arkadios Wealth Advisors 0.13% Add +11.4% 61,695 $4.2M
WINTON GROUP Ltd 0.21% Add +263.9% 60,881 $4.1M
Sanctuary Advisors, LLC 0.03% Add +17.0% 60,663 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +14.4% 60,130 $4.1M
Moloney Securities Asset Management, LLC 0.50% Add +8.9% 59,803 $4.1M
OP Asset Management Ltd 0.06% Add +1.2% 59,662 $4.1M
Optas, LLC 0.76% Reduce -0.8% 58,694 $4.0M
Accurate Wealth Management, LLC 0.61% Add +18.9% 57,719 $4.0M
Daiwa Securities Group Inc. 0.01% Add +19.6% 56,982 $3.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.34% Add +132.6% 56,435 $3.8M
Nisa Investment Advisors, LLC 0.02% Reduce -23.4% 56,000 $3.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -83.5% 55,498 $3.8M
Man Group plc 0.01% Add +374.7% 55,188 $3.7M
Game Creek Capital, LP 1.92% Add +139.1% 55,000 $3.7M
Kestra Advisory Services, LLC 0.02% Reduce -1.1% 54,970 $3.7M
San Luis Wealth Advisors LLC 0.80% New 56,032 $3.7M
Pathstone Holdings, LLC 0.01% Reduce -2.4% 54,395 $3.7M
Twin Tree Management, LP 0.09% Reduce -94.0% 53,934 $3.7M
Swiss Life Asset Management Ltd 0.02% Add +45.2% 53,931 $3.7M
Spirepoint Private Client, LLC 0.40% New 52,531 $3.6M
Private Advisor Group, LLC 0.02% Add +66.6% 52,109 $3.5M
Wilson Asset Management (international) PTY Ltd. 0.85% Add +18.6% 50,966 $3.5M
Investment House LLC 0.17% Reduce -25.8% 50,878 $3.5M
Mercer Global Advisors Inc. 0.01% Reduce -3.5% 50,454 $3.4M
Leonteq Securities AG 0.20% Reduce -12.5% 49,218 $3.3M
Gotham Asset Management 0.02% Add +281.1% 47,784 $3.2M
J. Stern & Co. LLP 0.27% Reduce -5.9% 54,506 $3.2M
Alamar Capital Management, LLC 1.73% Add +14.8% 46,950 $3.2M
Kovack Advisors, Inc. 0.31% Add +14.8% 46,513 $3.2M
ASR Vermogensbeheer N.V. 0.04% Add +9.0% 45,962 $3.1M
Nordea Investment Management AB 0.00% Add +5.5% 45,725 $3.1M
Janus Henderson Group PLC 0.00% Reduce -5.0% 45,410 $3.1M
Wealthfront Advisers LLC 0.01% Reduce -8.1% 44,931 $3.1M
Richard Bernstein Advisors LLC 0.07% No change 44,324 $3.0M
SWS Partners 0.79% Add +2.9% 43,059 $2.9M
O'shaughnessy Asset Management, LLC 0.02% Add +33.3% 42,995 $2.9M
Mackenzie Financial Corp. 0.00% Add +5.9% 42,744 $2.9M
MML Investors Services, LLC 0.01% Reduce -54.1% 42,615 $2.9M
Moran Wealth Management, LLC 0.09% Reduce -3.4% 42,545 $2.9M
Westpac Banking Corp. 0.19% Reduce -16.8% 42,141 $2.9M
Elo Mutual Pension Insurance Co 0.06% Reduce -32.4% 41,968 $2.9M
Fisher Funds Management LTD 0.07% Reduce -10.0% 41,857 $2.8M
GC Wealth Management RIA, LLC 0.23% New 41,408 $2.8M
Banco Santander, S.A. 0.03% No change 41,109 $2.8M
Future Fund LLC 1.24% Add +42.6% 40,850 $2.8M
D. E. Shaw & Co. 0.00% Reduce -63.5% 40,001 $2.7M
Prudential Financial Inc. 0.00% Reduce -71.5% 39,585 $2.7M
Yoder Wealth Management, Inc. 1.38% No change 38,850 $2.6M
Palisade Capital Management, LP 0.08% Reduce -3.6% 38,654 $2.6M
Sterling Capital Management LLC 0.04% Add +17.6% 38,237 $2.6M
Comerica Bank 0.01% Reduce -26.9% 38,209 $2.6M
Tocqueville Asset Management L.P. 0.04% Reduce -1.3% 36,992 $2.5M
AXA S.A. 0.01% Add +6.4% 36,804 $2.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -8.6% 36,767 $2.5M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.99% No change 36,300 $2.5M
Candriam S.C.A. 0.01% Reduce -51.1% 36,293 $2.5M
Vanguard Personalized Indexing Management, LLC 0.03% Add +10.7% 36,235 $2.5M
M&T Bank Corp 0.01% Add +5.3% 36,240 $2.5M
IFP Advisors, Inc 0.07% Add +37.4% 34,662 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -95.2% 35,856 $2.4M
GFG Capital, LLC 0.72% Add +25.7% 35,688 $2.4M
Kentucky Retirement Systems 0.07% Reduce -6.2% 35,593 $2.4M
Pursue Wealth Partners LLC 1.37% Reduce -8.4% 35,496 $2.4M
SP Asset Management LLC 0.20% Reduce -10.3% 34,999 $2.4M
Interval Partners, LP 0.05% Add +0.7% 34,299 $2.3M
Atria Investments, Inc 0.03% Reduce -4.2% 34,218 $2.3M
Amalgamated Bank 0.02% Reduce -3.1% 32,752 $2.2M
Boothbay Fund Management, LLC 0.07% Add +211.5% 32,700 $2.2M
Harvest Portfolios Group Inc. 0.05% Add +156.7% 32,371 $2.2M
Ethic Inc. 0.04% Add +15.1% 32,714 $2.2M
Martin Capital Advisors, LLP 1.41% Reduce -1.5% 31,992 $2.2M
Aviance Capital Partners, LLC 0.28% Add +11.2% 31,964 $2.2M
Bank of Nova Scotia 0.00% Add +32.7% 31,818 $2.2M
&partners 0.02% Add +37.8% 31,641 $2.2M
Mariner, LLC 0.00% Reduce -66.3% 31,729 $2.2M
Jefferies Financial Group Inc. 0.04% Add +384.8% 31,513 $2.1M
Gator Capital Management, LLC 0.66% No change 31,400 $2.1M
Catalyst Funds Management Pty Ltd 0.57% Reduce -46.0% 30,290 $2.1M
Motley Fool Asset Management LLC 0.09% Add +4.8% 30,251 $2.1M
Lido Advisors, LLC 0.01% Add +42.9% 29,187 $2.0M
Dark Forest Capital Management LP 0.08% Reduce -24.1% 29,123 $2.0M
Rathbones Group PLC 0.01% Add +3.1% 28,158 $1.9M
Gulf International Bank (UK) Ltd 0.07% Reduce -13.2% 27,884 $1.9M
Baird Financial Group, Inc. 0.00% Add +37.0% 27,474 $1.9M
Cerity Partners LLC 0.00% Reduce -6.5% 27,397 $1.9M
Neuberger Berman Group LLC 0.00% Reduce -11.3% 27,035 $1.8M
Abn Amro Investment Solutions 0.04% Add +3.4% 26,854 $1.8M
Chicago Capital, LLC 0.04% Reduce -34.5% 26,830 $1.8M
AQR Capital Management 0.00% Reduce -9.9% 26,599 $1.8M
Investment Management Corp of Ontario 0.03% Reduce -7.1% 26,164 $1.8M
Maryland State Retirement & Pension System 0.04% No change 25,967 $1.8M
Optiver Holding B.V. 0.05% New 25,254 $1.7M
Hennessy Advisors Inc. 0.06% Add +13.6% 25,000 $1.7M
Principal Financial Group Inc. 0.00% Reduce -21.9% 24,639 $1.7M
Employees Retirement System of Texas 0.02% No change 24,536 $1.7M
CMT Capital Markets Trading GmbH 0.79% Add +129.1% 24,273 $1.6M
CIBC Asset Management Inc 0.01% Add +1.4% 24,267 $1.6M
Marex Group Ltd 0.03% Add +291.7% 24,109 $1.6M
Y.D. More Investments Ltd 0.11% Reduce -33.6% 24,030 $1.6M
LGT Group Foundation 0.02% Reduce -26.9% 23,788 $1.6M
AG2R La Mondiale Gestion D'actifs 0.08% No change 23,607 $1.6M
Empowered Funds, LLC 0.02% Reduce -2.2% 23,431 $1.6M
Cibc World Markets Corp. 0.01% Reduce -7.8% 23,296 $1.6M
B. Metzler seel. Sohn & Co. AG 0.01% Add +27.5% 23,017 $1.6M
Shelton Capital Management 0.04% No change 23,000 $1.6M
Corient Private Wealth LP 0.00% Reduce -17.3% 22,965 $1.6M
Avantax Advisory Services, Inc. 0.01% Reduce -28.3% 22,901 $1.6M
Legal Advantage Investments, Inc. 0.73% Reduce -0.9% 22,875 $1.6M
Harbour Investments, Inc. 0.04% Reduce -7.0% 22,778 $1.5M
XTX Topco Ltd 0.06% Reduce -64.5% 22,657 $1.5M
Weinberger Asset Management, Inc 0.59% Reduce -0.1% 22,644 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -4.7% 22,531 $1.5M
Evanson Asset Management, LLC 0.10% No change 22,500 $1.5M
Great Valley Advisor Group, Inc. 0.03% Reduce -4.3% 22,354 $1.5M
Douglass Winthrop Advisors, LLC 0.03% Reduce -4.3% 22,310 $1.5M
Thrivent Financial for Lutherans 0.00% No change 22,308 $1.5M
Kestra Private Wealth Services, LLC 0.02% Reduce -8.4% 21,705 $1.5M
Sig Brokerage, LP 0.40% New 21,493 $1.5M
DB Fitzpatrick & Co, Inc 1.28% Add +23.2% 21,204 $1.4M
Institute for Wealth Management, LLC. 0.16% Reduce -4.8% 21,166 $1.4M
SRN Advisors, LLC 1.28% Add +21.8% 20,749 $1.4M
Centaurus Financial, Inc. 0.08% Add +12.4% 20,744 $1.4M
Jones Financial Companies LLLP 0.00% Reduce -10.2% 21,016 $1.4M
Captrust Financial Advisors 0.00% Add +10.5% 20,592 $1.4M
Equitable Holdings, Inc. 0.01% Add +7.4% 20,042 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +9.9% 19,955 $1.4M
Castle Hook Partners LP 0.02% New 19,909 $1.4M
Polianta Ltd 0.58% No change 19,700 $1.3M
Independent Financial Group, LLC 0.04% Reduce -24.0% 19,567 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +26.8% 19,523 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -90.4% 19,454 $1.3M
Squarepoint Ops LLC 0.00% Reduce -69.8% 19,248 $1.3M
Tower Research Capital LLC (TRC) 0.03% Add +38.0% 18,881 $1.3M
Capstone Investment Advisors, LLC 0.01% New 18,693 $1.3M
Daiichi Life Insurance Co., Ltd. 0.04% No change 18,513 $1.3M
Hunting Hill Global Capital, LLC 0.67% Add +22.3% 18,300 $1.2M
MetLife Investment Management, LLC 0.01% Reduce -9.7% 18,245 $1.2M
Old Mission Investment Co LLC 0.34% Reduce -5.5% 17,999 $1.2M
Lombard Odier Asset Management (Switzerland) SA 0.06% Reduce -0.4% 17,158 $1.2M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -1.0% 17,138 $1.2M
Guggenheim Capital LLC 0.01% Add +160.3% 16,951 $1.2M
Intech Investment Management LLC 0.01% Reduce -4.9% 16,868 $1.1M
Sigma Planning Corp 0.03% Reduce -11.7% 16,612 $1.1M
Garda Capital Partners LP 0.31% Reduce -29.0% 16,308 $1.1M
Maverick Capital 0.02% New 16,185 $1.1M
Kazazian Asset Management, LLC 1.50% Reduce -27.1% 16,008 $1.1M
RD Finance Ltd 1.42% No change 16,000 $1.1M
Sphera Management Technology Funds Ltd 0.66% Add +58.0% 15,800 $1.1M
Wedbush Securities Inc. 0.04% Add +11.5% 15,762 $1.1M
D.A. Davidson & Co. 0.01% Add +4.2% 15,720 $1.1M
HAP Trading, LLC 0.46% Add +5.3% 15,684 $1.1M
Machina Capital S.A.S. 0.22% Reduce -58.4% 15,494 $1.1M
Sepio Capital, LP 0.07% Add +0.2% 15,427 $1.0M
Garrison Point Advisors, LLC 0.48% Reduce -1.4% 15,378 $1.0M
Stephens Inc. 0.01% Reduce -12.1% 15,317 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -6.5% 15,106 $1.0M
Royal Fund Management, LLC 0.11% Reduce -74.4% 15,035 $1.0M
CI Investments Inc. 0.00% Add +0.3% 15,002 $1.0M
Koss-Olinger Consulting, LLC 0.08% No change 14,631 $994K
Benjamin Edwards Inc. 0.01% Reduce -7.0% 14,481 $984K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -5.2% 14,453 $982K
Nations Financial Group Inc, /Ia/ 0.07% Reduce -0.2% 14,427 $980K
Prospera Financial Services Inc 0.02% Add +5.8% 14,284 $970K
Janney Montgomery Scott LLC 0.00% Reduce -65.0% 14,058 $955K
Audent Global Asset Management, LLC 0.68% Reduce -0.4% 14,037 $954K
Nicholas Wealth, LLC. 0.82% Add +8.3% 13,746 $934K
Clear Street LLC 0.01% New 13,714 $932K
Keel Point, LLC 0.06% Reduce -5.6% 13,667 $928K
Sompo Asset Management Co., Ltd. 0.16% Reduce -4.0% 13,660 $928K
Compound Planning, Inc. 0.04% Add +32.0% 13,659 $928K
U S Wealth Group, Llc. 0.72% Add +78.3% 13,602 $924K
Focus Partners Wealth 0.00% Reduce -19.3% 13,568 $922K
Boomfish Wealth Group, LLC 0.52% Reduce -1.2% 13,299 $903K
Nwam LLC 0.05% New 13,256 $903K
Alps Advisors Inc. 0.01% Reduce -14.6% 13,173 $895K
Compagnie Lombard Odier SCmA 0.01% Reduce -4.2% 13,111 $891K
Intellectus Partners, LLC 0.19% Reduce -31.1% 13,007 $884K
Gsa Capital Partners LLP 0.06% Add +5.5% 12,862 $874K
Mizuho Markets Cayman LP 0.06% Reduce -32.5% 12,835 $872K
Sowell Financial Services LLC 0.03% Reduce -4.5% 12,406 $843K
Vestcor Inc 0.02% Add +20.7% 11,903 $809K
Two Sigma Securities, LLC 0.10% Add +76.2% 11,831 $804K
HB Wealth Management, LLC 0.01% Reduce -21.7% 11,809 $802K
Point72 Asia (Singapore) Pte. Ltd. 0.14% Reduce -33.1% 11,720 $796K
Illinois Municipal Retirement Fund 0.01% New 11,710 $795K
Pitcairn Co. 0.05% Add +41.6% 11,671 $793K
Independent Advisor Alliance 0.02% Reduce -17.3% 11,508 $782K
Cwm, LLC 0.00% Reduce -29.9% 11,453 $778K
Concurrent Investment Advisors, LLC 0.02% Add +23.4% 11,445 $777K
Insigneo Advisory Services, LLC 0.07% Add +9.0% 11,433 $777K
Galaxy Digital Capital Management GP LLC 0.97% Reduce -72.3% 11,422 $776K
Bahl & Gaynor LLC 0.00% Reduce -0.2% 11,400 $774K
Wolverine Trading, LLC 0.02% New 11,494 $766K
StoneX Group Inc. 0.04% Add +8.8% 11,263 $765K
NewEdge Wealth, LLC 0.01% Reduce -1.4% 9,774 $751K
Principal Securities, Inc. 0.01% Add +73.0% 10,935 $743K
PFG Investments, LLC 0.04% Reduce -13.2% 10,913 $741K
TD Waterhouse Canada Inc. 0.01% Reduce -10.5% 10,799 $737K
Creekmur Asset Management LLC 0.13% Add +42.8% 10,803 $734K
Hamilton Capital Partners Inc. 0.04% No change 10,800 $734K
Concentric Capital Strategies, LP 0.04% New 10,677 $725K
Park Avenue Securities LLC 0.01% Add +1.0% 10,611 $721K
Finivi Inc. 0.48% Add +7.8% 10,536 $716K
Siemens Fonds Invest GmbH 0.04% Add +16.7% 10,273 $698K
Tobam 0.27% Add +32.2% 10,217 $694K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +13.1% 10,125 $688K
Glaxis Capital Management, LLC 0.91% New 10,000 $679K
LCNB Corp. 0.23% No change 9,785 $665K
Profit Investment Management, LLC 0.59% Reduce -4.6% 9,665 $657K
Apollon Wealth Management, LLC 0.01% Add +0.2% 9,650 $656K
NewEdge Advisors, LLC 0.00% Add +5.4% 9,617 $653K
Sunbelt Securities, Inc. 0.06% Reduce -1.6% 7,681 $653K
CIBC Private Wealth Group LLC 0.00% Reduce -11.3% 9,562 $650K
UniSuper Management Pty Ltd 0.00% Reduce -10.4% 9,500 $645K
Credit Industriel Et Commercial 0.14% Reduce -30.3% 9,499 $645K
Capula Management Ltd 0.01% Reduce -98.0% 9,215 $626K
Yousif Capital Management, LLC 0.01% Reduce -2.8% 9,215 $626K
Stratos Wealth Partners, LTD. 0.01% Reduce -45.1% 9,085 $617K
Perigon Wealth Management, LLC 0.01% Reduce -44.1% 9,064 $616K
Forum Financial Management, LP 0.01% Add +3.5% 9,037 $614K
Lazard Asset Management LLC 0.00% Add +296.6% 9,023 $612K
Sequoia Financial Advisors, LLC 0.00% Add +21.4% 8,969 $609K
Summit Trail Advisors, LLC 0.01% New 8,934 $607K
United Capital Financial Advisors, LLC 0.00% Add +2.3% 8,917 $606K
Maven Securities LTD 0.16% Reduce -55.2% 8,904 $605K
Argonautica Private Wealth Management, Inc. 0.19% Reduce -0.2% 8,856 $602K
Barings LLC 0.01% Reduce -29.3% 8,752 $595K
GLOBALT Investments LLC / GA 0.02% Reduce -10.7% 8,718 $592K
Prudential PLC 0.00% No change 8,708 $592K
Spark Investment Management LLC 1.62% No change 8,700 $591K
NorthRock Partners, LLC 0.02% Add +87.9% 8,600 $584K
Stratos Wealth Advisors, LLC 0.03% Add +0.1% 8,314 $565K
Cantor Fitzgerald, L. P. 0.01% New 8,310 $564K
Farther Finance Advisors, LLC 0.01% Add +44.3% 8,286 $562K
Metis Global Partners, LLC 0.01% Reduce -27.9% 8,210 $558K
Integrated Wealth Concepts LLC 0.01% Reduce -32.8% 8,189 $556K
Key Client Fiduciary Advisors, LLC 0.22% Reduce -3.5% 8,055 $547K
SG Americas Securities, LLC 0.00% Reduce -89.0% 7,981 $542K
Jasper Ridge Partners, L.P. 0.01% No change 7,927 $538K
Focus Financial Network, Inc. 0.02% Reduce -25.3% 7,907 $537K
180 Wealth Advisors, LLC 0.07% Add +91.8% 7,840 $533K
Cache Advisors, LLC 0.14% No change 7,830 $532K
Harvest Fund Management Co., Ltd 0.03% No change 6,810 $530K
Harrell Investment Partners, LLC 0.13% New 7,790 $529K
EP Wealth Advisors, LLC 0.00% Reduce -22.1% 7,756 $527K
Jamison Private Wealth Management, Inc. 0.08% Reduce -2.9% 7,737 $526K
Eisler Capital Management Ltd. 0.02% Reduce -59.9% 7,725 $525K
Snowden Capital Advisors LLC 0.02% Reduce -1.0% 7,622 $518K
Geneos Wealth Management Inc. 0.01% Add +21.9% 7,608 $517K
Brown Advisory Inc. 0.00% Reduce -87.5% 7,594 $516K
AE Wealth Management LLC 0.00% Add +11.6% 7,593 $516K
Praxis Investment Management Inc. 0.03% Reduce -4.8% 7,480 $508K
Acorn Financial Advisory Services Inc. 0.08% Reduce -2.5% 7,451 $506K
Banque Pictet & Cie SA 0.01% No change 7,400 $503K
OV Management LLC 0.42% Reduce -58.7% 7,392 $502K
J.W. Cole Advisors, Inc. 0.01% Add +13.7% 7,361 $500K
Knollwood Investment Advisory, LLC 0.05% No change 7,306 $496K
Vise Technologies, Inc. 0.02% — 7,157 $486K
LJI Wealth Management, LLC 0.08% Add +23.2% 7,110 $483K
Avior Wealth Management, LLC 0.02% Add +31.1% 7,021 $477K
Ardsley Advisory Partners LP 0.08% New 7,000 $476K
Sagespring Wealth Partners, LLC 0.01% Add +84.5% 6,827 $464K
Carter Financial Group, INC. 0.30% — 6,817 $463K
Prime Capital Investment Advisors, LLC 0.01% Reduce -37.1% 6,802 $462K
Tran Capital Management, L.P. 0.05% No change 6,768 $460K
Commerce Bank 0.00% Reduce -9.5% 6,680 $454K
Nilsine Partners, LLC 0.05% Add +3.9% 6,675 $453K
Viawealth, LLC 0.26% Add +7.8% 6,592 $448K
Malaga Cove Capital, LLC 0.17% Reduce -7.6% 6,553 $445K
Ballentine Partners, LLC 0.01% Reduce -3.5% 6,549 $445K
CenterBook Partners LP 0.02% New 6,527 $443K
Gilbert & Cook, Inc. 0.06% Reduce -39.4% 6,519 $443K
JB Capital LLC 0.02% Add +1.8% 6,498 $441K
Westwood Holdings Group Inc. 0.00% Reduce -24.6% 6,485 $441K
CHICAGO TRUST Co NA 0.06% New 6,476 $440K
Quadcap Wealth Management, LLC 0.06% Reduce -3.7% 6,427 $437K
Neo Ivy Capital Management 0.14% Reduce -87.1% 6,345 $431K
Optimize Financial Inc. 0.26% Reduce -0.7% 6,266 $426K
Painted Porch Advisors LLC 0.17% No change 6,172 $419K
MAI Capital Management 0.00% Add +2.7% 6,105 $415K
Fisher Asset Management 0.00% Reduce -24.9% 6,018 $409K
JBGlobal.com LLC 0.42% Add +60.3% 5,979 $406K
Atlantic Union Bankshares Corp 0.01% New 5,891 $400K
Signaturefd, LLC 0.01% Reduce -9.4% 5,887 $400K
Financial Advocates Investment Management 0.03% Reduce -0.5% 5,867 $399K
Prasad Wealth Partners, LLC 0.12% Reduce -0.8% 5,835 $396K
Doliver Advisors, LP 0.11% Reduce -7.3% 5,826 $396K
Callan Family Office, LLC 0.01% New 5,802 $394K
Capital Investment Advisory Services, LLC 0.03% Reduce -0.1% 5,795 $394K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +170.6% 5,780 $393K
Plato Investment Management Ltd 0.03% Reduce -66.4% 5,789 $392K
Jain Global LLC 0.01% Reduce -24.1% 5,685 $386K
Jump Financial, LLC 0.00% New 5,669 $385K
Atria Wealth Solutions, Inc. 0.01% Reduce -63.4% 5,552 $384K
Realta Investment Advisors 0.15% Reduce -13.1% 5,608 $381K
Aaron Wealth Advisors LLC 0.04% Add +7.5% 5,605 $381K
Private Capital Advisors, Inc. 0.05% Reduce -3.3% 5,600 $380K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -9.7% 5,600 $380K
OneDigital Investment Advisors LLC 0.00% Add +0.4% 5,591 $380K
Portside Wealth Group, LLC 0.06% Add +8.8% 5,575 $379K
Powell Investment Advisors, LLC 0.14% New 5,563 $378K
Keudell/Morrison Wealth Management 0.08% Reduce -4.7% 5,561 $378K
Orion Porfolio Solutions, LLC 0.00% Reduce -14.4% 5,538 $376K
Atlas Capital Advisors Inc. 0.05% No change 5,487 $373K
Choreo, LLC 0.01% Reduce -25.5% 5,475 $372K
KRS Capital Management, LLC 0.25% Reduce -43.7% 5,450 $370K
Advisory Services Network, LLC 0.01% Reduce -61.6% 4,790 $370K
DC Investments Management, LLC 0.15% No change 5,438 $369K
Cigna Investments Inc. 0.06% Reduce -3.7% 5,426 $369K
Rahlfs Capital, LLC 0.34% Add +5.9% 5,408 $367K
Cim Investment Management Inc. 0.07% Reduce -0.4% 5,352 $364K
Tyler-Stone Wealth Management 0.06% No change 5,350 $363K
Certuity, LLC 0.03% Add +9.1% 5,321 $362K
SummitTX Capital, L.P. 0.02% New 5,313 $361K
Seelaus Asset Management LLC 0.32% Add +1.9% 5,310 $361K
Fearless Solutions, LLC dba Best Invest 0.25% New 5,304 $360K
CTC Alternative Strategies, Ltd. 0.31% New 5,300 $360K
Wesbanco Bank Inc. 0.01% Add +5.1% 5,259 $357K
Carson Advisory Inc. 0.23% Add +16.4% 5,225 $355K
Chesley Taft & Associates LLC 0.02% No change 5,190 $353K
MBA Advisors LLC 0.16% Reduce -14.6% 5,179 $352K
Vista Investment Partners Ii, LLC 0.17% Add +29.9% 5,150 $350K
State of Wyoming 0.04% Reduce -12.1% 5,137 $349K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -38.9% 5,119 $348K
Arete Wealth Advisors, LLC 0.02% Reduce -49.7% 5,027 $341K
Chicago Partners Investment Group LLC 0.01% New 4,265 $340K
Ellevest, Inc. 0.05% Add +0.4% 5,003 $340K
American Assets Investment Management, LLC 0.03% No change 5,000 $340K
Stonekeep Investments, LLC 0.23% Reduce -3.4% 4,968 $337K
Quantum Portfolio Management LLC 0.16% Reduce -10.9% 4,963 $337K
Parallel Advisors, LLC 0.01% Add +28.5% 4,944 $336K
Edgestream Partners, L.P. 0.01% New 4,754 $323K
Savant Capital, LLC 0.00% Reduce -21.3% 4,746 $322K
Moors & Cabot, Inc. 0.01% Reduce -14.8% 4,698 $319K
Brighton Jones LLC 0.01% Add +8.3% 4,690 $319K
Crossmark Global Holdings, Inc. 0.01% Add +2.1% 4,638 $315K
Ashton Thomas Securities, LLC 0.08% Reduce -0.2% 4,628 $314K
Twin Focus Capital Partners, LLC 0.04% No change 4,600 $312K
Merit Financial Group, LLC 0.00% New 4,592 $312K
Cidel Asset Management Inc. 0.02% Add +6.0% 4,572 $311K
Lazari Capital Management, Inc. 0.12% Reduce -0.4% 4,567 $310K
AssuredPartners Investment Advisors, LLC 0.08% New 4,566 $310K
Premier Path Wealth Partners, LLC 0.04% Reduce -6.5% 4,548 $309K
Bradley Foster & Sargent Inc. 0.00% Add +8.9% 4,533 $308K
RMR Wealth Builders 0.03% Add +10.8% 4,454 $303K
Avidian Wealth Enterprises, LLC 0.01% Reduce -0.3% 4,448 $302K
FNY Investment Advisers, LLC 0.13% New 4,434 $301K
CAP Partners, LLC 0.19% Add +3.4% 4,399 $299K
Financial Sense Advisors, Inc. 0.07% Add +7.1% 4,384 $298K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.5% 4,381 $298K
SteelPeak Wealth, LLC 0.01% Reduce -53.8% 4,373 $297K
Western Wealth Management, LLC 0.02% Add +2.9% 4,367 $297K
Freestone Capital Holdings, LLC 0.01% Reduce -6.3% 4,315 $293K
Voleon Capital Management LP 0.02% New 4,309 $293K
Howard Capital Management, LLC 0.00% New 4,301 $292K
Mgo One Seven LLC 0.01% Reduce -35.3% 4,286 $291K
Addison Capital Co 0.10% No change 4,282 $291K
Conway Capital Management, Inc. 0.13% No change 4,270 $290K
Flagship Harbor Advisors, LLC 0.01% Reduce -59.8% 4,266 $290K
Blueshift Asset Management, LLC 0.09% Reduce -22.6% 4,259 $289K
Moser Wealth Advisors, LLC 0.14% Reduce -27.4% 4,257 $289K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 4,249 $289K
Pitti Group Wealth Management, LLC 0.25% Add +3.2% 4,229 $287K
Wealthcare Advisory Partners LLC 0.01% Add +8.0% 4,193 $285K
Mutual Advisors, LLC 0.01% Reduce -1.2% 3,526 $285K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -2.5% 4,171 $283K
Alliance Wealth Advisors, LLC 0.07% New 4,164 $283K
HighPoint Advisor Group LLC 0.01% Reduce -1.2% 4,135 $281K
Wilmington Savings Fund Society, FSB 0.01% Add +36.8% 4,112 $279K
Dorsey & Whitney Trust CO LLC 0.01% Add +4.0% 4,106 $279K
MCF Advisors LLC 0.02% No change 4,048 $275K
Titleist Asset Management, LLC 0.03% Reduce -1.2% 4,016 $273K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 4,016 $273K
Chaney Capital Management, Inc. 0.11% No change 3,970 $270K
Cardiff Park Advisors, LLC 0.02% No change 3,964 $269K
Allworth Financial LP 0.00% Add +23.1% 3,961 $269K
Meeder Advisory Services, Inc. 0.01% Reduce -32.9% 3,960 $269K
Axxcess Wealth Management, LLC 0.01% Reduce -8.5% 3,955 $269K
Evexia Wealth LLC 0.08% New 3,674 $268K
Agf Management Ltd. 0.00% Add +0.6% 3,927 $267K
Independent Wealth Network Inc. 0.10% New 3,922 $266K
Mindset Wealth Management, LLC 0.09% Reduce -10.8% 3,915 $266K
Sargent Investment Group, LLC 0.04% New 3,490 $266K
Hartline Investment Corp./ 0.03% Reduce -96.4% 3,895 $265K
Twinbeech Capital LP 0.01% Reduce -94.1% 3,894 $265K
Scotia Capital Inc. 0.00% Reduce -35.4% 3,887 $264K
Daner Wealth Management, LLC 0.18% — 3,541 $264K
Vista Investment Partners LLC 0.08% New 3,885 $264K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -6.9% 3,880 $264K
White Knight Strategic Wealth Advisors, LLC 0.22% Reduce -26.7% 3,849 $261K
Greenleaf Trust 0.00% Reduce -13.6% 3,849 $261K
Secure Asset Management, LLC 0.05% Reduce -71.0% 3,845 $261K
Synovus Financial Corp. 0.00% Reduce -0.7% 3,844 $261K
Acadian Asset Management LLC 0.00% Reduce -65.3% 3,842 $260K
Evoke Wealth, LLC 0.01% Reduce -96.5% 3,768 $256K
Legacy Financial Advisors, Inc. 0.04% Add +1.8% 3,753 $255K
Harbor Investment Advisory, LLC 0.02% Reduce -20.9% 3,740 $254K
IHT Wealth Management, LLC 0.01% Reduce -27.6% 3,729 $253K
Kingswood Wealth Advisors, LLC 0.02% Reduce -36.2% 3,716 $252K
Vance Wealth, LLC 0.08% New 3,692 $251K
Salem Investment Counselors Inc. 0.01% Add +54.8% 3,662 $249K
MPWM Advisory Solutions, LLC 0.16% Add +504.4% 3,608 $245K
Index Fund Advisors, Inc. 0.01% New 3,598 $244K
Dynamic Advisor Solutions LLC 0.01% New 3,594 $244K
Prosperity Consulting Group, LLC 0.02% Reduce -9.4% 3,545 $241K
CENTRAL TRUST Co 0.01% Add +2.7% 3,539 $240K
Covenant Asset Management, LLC 0.05% New 3,515 $239K
Quadrant Capital Group LLC 0.01% Add +898.6% 3,515 $239K
Inceptionr LLC 0.06% Reduce -45.4% 3,509 $238K
Jacobi Capital Management LLC 0.02% New 3,450 $234K
Westwood Wealth Management 0.08% New 3,450 $234K
Cornerstone Wealth Management, LLC 0.01% Reduce -6.8% 3,446 $234K
Mascagni Wealth Management, Inc. 0.19% New 3,365 $229K
Global Retirement Partners, LLC 0.01% — 3,347 $227K
Bridgewater Advisors Inc. 0.02% New 2,891 $226K
Empower Advisory Group, LLC 0.00% New 3,298 $224K
Frank, Rimerman Advisors LLC 0.01% Reduce -15.3% 3,286 $223K
Panagora Asset Management Inc. 0.00% Reduce -89.4% 3,253 $221K
Rehmann Capital Advisory Group 0.01% Reduce -33.5% 3,249 $221K
Bayforest Capital Ltd 0.10% Reduce -70.2% 3,235 $220K
SilverOak Wealth Management LLC 0.04% New 3,204 $218K
Polymer Capital Management (HK) LTD 0.03% New 3,200 $217K
Allspring Global Investments Holdings, LLC 0.00% New 3,164 $216K
Perennial Investment Advisors, LLC 0.02% New 3,169 $215K
TD Private Client Wealth LLC 0.01% Add +24.9% 3,121 $212K
Templeton & Phillips Capital Management, LLC 0.15% Reduce -87.7% 3,103 $211K
Kathmere Capital Management, LLC 0.02% New 3,096 $210K
Alta Advisers Ltd 0.07% New 3,094 $210K
Everhart Financial Group, Inc. 0.02% New 3,092 $210K
Gibbs Wealth Management 0.04% New 3,092 $210K
Aster Capital Management (DIFC) Ltd 0.05% New 3,075 $209K
Meridian Investment Counsel Inc. 0.06% New 3,065 $208K
Clare Market Investments LLC 0.05% Reduce -71.8% 3,065 $208K
Capital Markets Trading UK LLP 0.24% Reduce -79.5% 3,066 $208K
Evergreen Capital Management LLC 0.01% New 3,056 $208K
AlphaQuest LLC 0.02% No change 3,046 $207K
Clear Harbor Asset Management, LLC 0.02% New 3,041 $207K
Smith, Moore & Co. 0.02% New 3,035 $206K
Soltis Investment Advisors LLC 0.02% New 3,017 $205K
Moneta Group Investment Advisors LLC 0.00% New 3,000 $204K
Pinnacle Associates Ltd. 0.00% New 2,981 $202K
Integrity Alliance, Llc. 0.01% Reduce -24.0% 2,968 $202K
Teza Capital Management LLC 0.15% Reduce -47.7% 2,952 $201K
Fairfield, Bush & Co. 0.11% New 2,952 $201K
Ossiam 0.00% Add +0.6% 2,904 $197K
Murphy & Mullick Capital Management Corp 0.16% Reduce -8.7% 2,543 $194K
Silicon Valley Capital Partners 0.02% No change 2,802 $190K
Fairman Group, LLC 0.15% No change 2,750 $187K
Ameritas Advisory Services, LLC 0.01% Reduce -55.5% 2,679 $182K
GAMMA Investing LLC 0.01% Add +8.9% 2,661 $181K
Icon Wealth Advisors, LLC 0.01% Add +8.4% 2,633 $179K
Brooklyn Investment Group 0.02% Reduce -11.7% 2,613 $177K
Caz Investments LP 1.00% Add +160.0% 2,600 $177K
Ulland Investment Advisors, LLC 0.14% Reduce -8.8% 2,508 $170K
Rakuten Securities, Inc. 0.07% Reduce -26.3% 2,457 $167K
Truvestments Capital LLC 0.03% Add +56.9% 2,371 $161K
WD Rutherford LLC 0.07% New 2,369 $161K
Financial Perspectives, Inc 0.05% Add +1.7% 2,300 $156K
Covestor Ltd 0.09% Reduce -9.7% 2,238 $152K
Assetmark, Inc. 0.00% Add +202.5% 2,063 $140K
Marathon Trading Investment Management LLC 0.08% Reduce -75.4% 2,022 $137K
Bokf, NA 0.00% Reduce -1.6% 1,955 $133K
Ostrum Asset Management 0.01% Reduce -2.8% 1,822 $124K
NFSG Corp 0.02% Add +23.2% 1,753 $119K
CX Institutional 0.00% Add +48.9% 1,711 $116K
Mizuho Securities Co. Ltd. 0.41% Add +145.6% 1,670 $113K
GeoWealth Management, LLC 0.00% Reduce -22.9% 1,650 $112K
Center for Financial Planning, Inc. 0.01% Add +100.3% 1,632 $111K
Versant Capital Management, Inc 0.02% Add +395.1% 1,505 $102K
Bank of New Hampshire 0.02% Reduce -10.4% 1,415 $96K
Innovative Advisory Group, LLC 0.08% Reduce -9.5% 1,414 $96K
Whittier Trust Co. 0.00% Reduce -11.4% 1,406 $96K
Private Trust Co. NA 0.01% Add +5.6% 1,387 $94K
S-Bank Fund Management Ltd 0.01% Add +6.7% 1,348 $92K
V-Square Quantitative Management LLC 0.01% Reduce -32.6% 1,325 $90K
Quintet Private Bank (Europe) S.A. 0.00% No change 1,252 $85K
CoreCap Advisors, LLC 0.00% No change 1,251 $85K
Smartleaf Asset Management LLC 0.01% Reduce -48.5% 1,235 $82K
Huntington National Bank 0.00% Reduce -21.3% 1,199 $81K
Spire Wealth Management 0.00% Reduce -7.5% 1,179 $80K
Ameliora Wealth Management Ltd. 0.03% Reduce -19.1% 1,153 $78K
UMB Bank, n.a. 0.00% Reduce -81.6% 1,134 $77K
Optimum Investment Advisors 0.03% No change 1,129 $77K
Larson Financial Group LLC 0.00% Reduce -40.2% 1,123 $76K
GPS Wealth Strategies Group, LLC 0.01% Add +0.6% 1,097 $75K
Westside Investment Management, Inc. 0.01% Reduce -1.5% 1,096 $74K
MassMutual Private Wealth & Trust, FSB 0.00% Add +58.7% 1,095 $74K
Cullen/Frost Bankers, Inc. 0.00% Add +71.4% 1,068 $73K
Johnson Financial Group, Inc. 0.00% New 1,049 $71K
Garde Capital, Inc. 0.00% No change 1,047 $71K
Ridgewood Investments LLC 0.03% Reduce -9.5% 949 $64K
City State Bank 0.02% No change 925 $63K
Capital Advisors, Ltd. LLC 0.01% Add +0.3% 903 $61K
Hantz Financial Services, Inc. 0.00% Reduce -13.9% 895 $61K
Elevation Point Wealth Partners, LLC 0.00% New 858 $58K
Thompson Investment Management, Inc. 0.01% Add +10225.0% 826 $56K
Global Trust Asset Management, LLC 0.03% Reduce -29.2% 825 $56K
Blue Trust, Inc. 0.00% Add +3.7% 806 $55K
Caldwell Trust Co 0.01% No change 800 $54K
Federated Hermes, Inc. 0.00% Reduce -99.8% 784 $53K
Washington Trust Advisors, Inc. 0.00% No change 759 $52K
CNB Bank 0.02% No change 746 $51K
Golden State Wealth Management, LLC 0.01% Add +15.7% 731 $50K
Capital Analysts, LLC 0.00% No change 713 $48K
Whittier Trust Co. of Nevada Inc. 0.00% Add +9.8% 693 $47K
Twin Lakes Capital Management, LLC 0.03% No change 679 $46K
Crewe Advisors LLC 0.01% Add +0.9% 674 $46K
AdvisorNet Financial, Inc 0.00% Add +60.8% 672 $46K
Darwin Wealth Management, LLC 0.01% Reduce -7.5% 632 $43K
Trust Co. of Vermont 0.00% No change 630 $43K
Asset Planning,Inc 0.03% No change 627 $43K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 600 $41K
Creative Financial Designs Inc. 0.00% Reduce -54.7% 597 $41K
Generali Asset Management SPA SGR 0.00% No change 579 $39K
Arax Advisory Partners 0.00% Reduce -27.1% 554 $38K
Clearstead Advisors, LLC 0.00% Reduce -74.6% 503 $34K
Deseret Mutual Benefit Administrators 0.02% No change 480 $33K
Toth Financial Advisory Corp. 0.00% Reduce -41.8% 460 $31K
Sit Investment Associates Inc. 0.00% No change 450 $31K
Parkside Financial Bank & Trust 0.00% Add +31.4% 452 $31K
Comprehensive Financial Planning, Inc. 0.02% No change 450 $31K
Ancora Advisors LLC 0.00% Add +888.9% 445 $30K
First Horizon Advisors, Inc. 0.00% Reduce -39.0% 437 $30K
SouthState Bank Corp 0.00% Reduce -6.7% 430 $29K
Aventura Private Wealth, LLC 0.01% Add +0.7% 429 $29K
RMG Wealth Management LLC 0.00% — 400 $29K
1620 Investment Advisors, Inc. 0.02% Reduce -71.0% 404 $27K
LRI Investments, LLC 0.00% No change 400 $27K
Centricity Wealth Management, LLC 0.02% No change 395 $27K
Traub Capital Management LLC 0.02% — 389 $26K
Nemes Rush Group LLC 0.00% No change 383 $26K
Meeder Asset Management Inc. 0.00% Add +4.5% 374 $25K
2UniFi Bank 0.01% No change 350 $24K
First United Bank & Trust 0.01% No change 350 $24K
City Holding Co. 0.00% Reduce -31.7% 345 $23K
LOM Asset Management Ltd 0.01% — 340 $23K
EverSource Wealth Advisors, LLC 0.00% Reduce -28.4% 332 $23K
Rosenberg Matthew Hamilton 0.01% Reduce -64.9% 325 $22K
Rothschild Investment LLC 0.00% Add +5.4% 310 $21K
Clearstead Trust, LLC 0.00% Add +6.6% 306 $21K
Nova Wealth Management, Inc. 0.02% Reduce -1.9% 302 $20K
Horizon Financial Services, LLC 0.01% No change 300 $20K
Costello Asset Management, INC 0.01% No change 300 $20K
Avalon Trust Co 0.00% No change 300 $20K
NBT Bank, N.A. 0.00% No change 300 $20K
HM Payson & Co. 0.00% No change 300 $20K
Valley National Advisers Inc. 0.00% Reduce -0.3% 304 $20K
Sound Income Strategies, LLC 0.00% Add +41.0% 282 $19K
Tidemark, LLC 0.01% Reduce -26.6% 276 $19K
Anchor Investment Management, LLC 0.00% Reduce -6.2% 273 $19K
Pinnacle Bancorp, Inc. 0.01% Add +214.3% 264 $18K
Addison Advisors LLC 0.00% No change 246 $17K
Lanark Financial, Inc. 0.00% No change 238 $16K
Beacon Capital Management, LLC 0.00% Reduce -31.9% 229 $16K
Twin Peaks Wealth Advisors, LLC 0.01% New 207 $15K
Hemington Wealth Management 0.00% Add +24.4% 224 $15K
Indiana Trust & Investment Management Co 0.00% New 215 $15K
JFS Wealth Advisors, LLC 0.00% Add +87.7% 214 $15K
CVA Family Office, LLC 0.00% Add +161.0% 214 $15K
Montag A & Associates Inc. 0.00% Add +40.8% 207 $14K
Smithfield Trust Co 0.00% No change 220 $14K
Hollencrest Capital Management 0.00% Reduce -33.1% 206 $14K
TD Capital Management LLC 0.00% New 205 $14K
Crowley Wealth Management, Inc. 0.01% No change 200 $14K
PFS Partners, LLC 0.01% No change 200 $14K
Strategic Investment Solutions, Inc. 0.00% No change 200 $14K
Tradewinds Capital Management, LLC 0.00% Reduce -23.4% 200 $14K
IAG Wealth Partners, LLC 0.00% No change 200 $14K
Country Trust Bank 0.00% No change 200 $14K
Fifth Third Bancorp 0.00% Reduce -93.3% 200 $14K
Kilter Group LLC 0.01% New 197 $13K
Albion Financial Group 0.00% No change 195 $13K
Key Financial Inc 0.00% No change 193 $13K
Brown, Lisle/Cummings, Inc. 0.00% No change 174 $12K
Asset Dedication, LLC 0.00% No change 174 $12K
Cornerstone Planning Group LLC 0.00% Add +40.5% 156 $12K
Rialto Wealth Management, LLC 0.00% Add +5.7% 168 $11K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 166 $11K
New England Capital Financial Advisors LLC 0.01% No change 162 $11K
Avion Wealth 0.00% Reduce -19.2% 173 $11K
Gould Capital, LLC 0.01% No change 150 $10K
MV Capital Management, Inc. 0.00% Add +525.0% 150 $10K
Sachetta, LLC 0.00% Add +1.4% 147 $10K
Global X Japan Co., Ltd. 0.00% New 145 $10K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -39.2% 135 $9K
Colonial Trust Co / SC 0.00% Add +27.0% 127 $9K
Cape Investment Advisory, Inc. 0.00% Add +384.6% 126 $9K
Turim 21 Investimentos Ltda. 0.00% No change 95 $8K
Fortitude Family Office, LLC 0.00% Add +70.4% 121 $8K
Bell Investment Advisors, Inc 0.00% Add +19.0% 119 $8K
Missouri Trust & Investment Co 0.00% No change 118 $8K
Vision Financial Markets LLC 0.01% No change 114 $8K
Access Investment Management LLC 0.00% — 114 $8K
Blume Capital Management, Inc. 0.00% Reduce -4.5% 106 $7K
BNP Paribas 0.00% No change 104 $7K
Medallion Wealth Advisors, LLC 0.00% Reduce -34.8% 103 $7K
Briaud Financial Planning Inc 0.00% New 112 $7K
Hurley Capital, LLC 0.00% No change 102 $7K
Hoertkorn Richard Charles 0.00% No change 102 $7K
ORG Partners LLC 0.00% Reduce -18.7% 100 $7K
Fourth Dimension Wealth, LLC 0.00% No change 100 $7K
Central Pacific Bank - Trust Division 0.00% No change 100 $7K
McIlrath & Eck, LLC 0.00% Reduce -50.0% 100 $7K
Investment Research & Advisory Group, Inc. 0.00% No change 98 $7K
Activest Wealth Management 0.00% Reduce -5.0% 95 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 94 $6K
Cromwell Holdings LLC 0.00% New 94 $6K
Archer Investment Corp 0.00% Reduce -3.1% 94 $6K
Hilltop National Bank 0.00% — 90 $6K
Park Place Capital Corp 0.00% No change 89 $6K
Brown Brothers Harriman & Co. 0.00% Reduce -65.2% 87 $6K
Kozak & Associates, Inc. 0.00% No change 85 $6K
Financial Network Wealth Advisors LLC 0.01% Add +20.3% 83 $6K
Boreal Capital Management LLC 0.01% — 80 $5K
Aspect Partners, LLC 0.00% New 80 $5K
Ravenstone Capital Management Inc. 0.00% New 75 $5K
Pineridge Advisors LLC 0.00% No change 75 $5K
Ogorek Anthony Joseph /NY/ 0.00% Add +29.0% 80 $5K
Grove Bank & Trust 0.00% No change 73 $5K
Islay Capital Management, LLC 0.00% No change 70 $5K
Clean Yield Group 0.00% No change 70 $5K
Physician Wealth Advisors, Inc. 0.00% No change 69 $5K
Independence Bank of Kentucky 0.00% No change 65 $4K
Hughes Financial Services, LLC 0.00% Add +133.3% 56 $4K
Total Investment Management Inc. 0.00% New 61 $4K
Pflug Koory, LLC 0.00% No change 57 $4K
True Wealth Design, LLC 0.00% Add +211.1% 56 $4K
Barrett & Company, Inc. 0.00% No change 50 $3K
Highline Wealth Partners LLC 0.00% Add +138.1% 50 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $3K
High Note Wealth, LLC 0.00% No change 50 $3K
Prestige Wealth Management Group LLC 0.00% New 50 $3K
Hoey Investments, Inc. 0.00% No change 50 $3K
Bfsg, LLC 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
Sierra Ocean, LLC 0.00% Reduce -59.0% 48 $3K
Bruce G. Allen Investments, LLC 0.00% No change 43 $3K
Global Wealth Strategies & Associates 0.00% Reduce -50.0% 43 $3K
Hager Investment Management Services, LLC 0.00% No change 40 $3K
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
Foster Dykema Cabot & Partners, LLC 0.00% No change 33 $2K
Dogwood Wealth Management LLC 0.00% Add +450.0% 33 $2K
Raffa Wealth Management, LLC 0.00% No change 32 $2K
IMG Wealth Management, Inc. 0.00% Add +416.7% 31 $2K
Hartford Financial Management Inc. 0.00% No change 31 $2K
SOA Wealth Advisors, LLC. 0.00% No change 31 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -11.4% 31 $2K
Transce3nd, LLC 0.00% No change 30 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $2K
WPG Advisers, LLC 0.00% Reduce -81.0% 28 $2K
Tacita Capital Inc 0.00% No change 28 $2K
Rossby Financial, LCC 0.00% New 28 $2K
Stephens Consulting, LLC 0.00% New 26 $2K
WealthTrak Capital Management LLC 0.00% Add +400.0% 25 $2K
Armstrong Advisory Group, Inc. 0.00% Reduce -47.9% 25 $2K
Minot DeBlois Advisors LLC 0.00% No change 25 $2K
Family Legacy Financial Solutions, LLC 0.00% — 25 $2K
IFS Advisors, LLC 0.00% No change 25 $2K
CGC Financial Services, LLC 0.00% No change 25 $2K
Binnacle Investments Inc 0.00% No change 24 $2K
Gen-Wealth Partners Inc 0.00% No change 24 $2K
S&T Bank 0.00% Reduce -41.5% 24 $2K
Principia Wealth Advisory, LLC 0.00% Add +475.0% 23 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +228.6% 23 $2K
NewSquare Capital LLC 0.00% New 23 $2K
Tortoise Investment Management, LLC 0.00% New 23 $2K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -72.3% 23 $2K
Game Plan Financial Advisors, LLC 0.00% Reduce -79.0% 20 $1K
Raiffeisen Bank International AG 0.00% No change 20 $1K
Bogart Wealth, LLC 0.00% Reduce -20.8% 19 $1K
N.E.W. Advisory Services LLC 0.00% No change 19 $1K
Granite FO LLC 0.00% No change 17 $1K
YANKCOM Partnership 0.00% No change 17 $1K
Whipplewood Advisors, LLC 0.00% Reduce -100.0% 17 $1K
Robbins Farley 0.00% No change 17 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 17 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 16 $1K
Copia Wealth Management 0.00% No change 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% No change 15 $1K
Robinswood Financial LLC 0.00% No change 15 $1K
Dunhill Financial, LLC 0.00% Reduce -6.7% 14 $1K
Abound Wealth Management 0.00% Add +200.0% 15 $1K
GW&K Investment Management, LLC 0.00% No change 19 $1K
American Capital Advisory, LLC 0.00% New 14 $952
Atticus Wealth Management, LLC 0.00% Add +100.0% 14 $952
GHP Investment Advisors, Inc. 0.00% No change 14 $952
Pandora Wealth, Inc. 0.00% Add +40.0% 14 $951
HFM Investment Advisors, LLC 0.00% Add +1300.0% 14 $951
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 13 $883
TFC Financial Management, Inc. 0.00% Add +37.5% 11 $748
C M Bidwell & Associates Ltd. 0.00% No change 11 $747
Quaker Wealth Management, LLC 0.00% — 10 $680
Private Wealth Management Group, LLC 0.00% No change 10 $680
PayPay Securities Corp 0.03% Reduce -9.1% 10 $679
Berkshire Capital Holdings Inc. 0.00% No change 10 $679
Iron Horse Wealth Management, LLC 0.00% New 10 $679
United Community Bank 0.00% New 10 $679
SJS Investment Consulting Inc. 0.00% Reduce -92.9% 9 $612
Parkworth Wealth Management, Inc. 0.00% Add +12.5% 9 $611
Zions Bancorporation, National Association 0.00% New 8 $543
Vermillion Wealth Management, Inc. 0.00% No change 6 $408
Tower View Wealth Management LLC 0.00% No change 5 $340
Prudent Man Investment Management, Inc. 0.00% No change 4 $340
Pacific Center for Financial Services 0.00% No change 5 $340
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $340
Manchester Capital Management LLC 0.00% Reduce -99.0% 5 $340
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $328
DecisionPoint Financial, LLC 0.00% New 4 $274
Kiker Wealth Management, LLC 0.00% No change 4 $272
Accredited Wealth Management, LLC 0.00% No change 4 $272
Financial Management Professionals, Inc. 0.00% No change 4 $272
IMA Advisory Services, Inc. 0.00% New 3 $204
Horizon Investments, LLC 0.00% New 3 $204
HHM Wealth Advisors, LLC 0.00% Reduce -78.6% 3 $204
Concord Wealth Partners 0.00% No change 2 $136
Private Wealth Asset Management, LLC 0.00% Reduce -87.5% 2 $136
AllSquare Wealth Management LLC 0.00% No change 1 $68
Front Row Advisors LLC 0.00% No change 1 $68
Core Alternative Capital 0.00% No change 1 $68
Roble, Belko & Company, Inc 0.00% No change 4 $0
PrairieView Partners, LLC 0.00% Reduce -98.0% 2 $0
Wood Tarver Financial Group, LLC 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.