BlockXYZ

13F holders, Q3 2025 (September 30)
1,035holders +45
161new positions
112sold out
12famous investors
$72.29avg. 13F price*

At the end of Q3 2025, 1,035 institutions reported holding Block Inc. (XYZ) in their 13F filings, up 45 from Q2 2025. 161 opened new positions and 112 sold out. The largest holders were Vanguard Group Inc. ($4.9B), T. Rowe Price Associates Inc. ($3.5B) and BlackRock, Inc. ($2.9B). 12 famous investors held it, including Cathie Wood (1.2% of ARK Investment Management's portfolio), Chase Coleman (1.0% of Tiger Global Management's portfolio) and Steve Cohen (0.8% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions161$322.4M
Exits112$967.1M

All 13F filers, Q2 2025 → Q3 2025: 75,436,973 shares bought and 46,838,683 shares sold, net +28,598,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,035 holders

Vanguard Group Inc. 0.07% Add +23.1% 67,626,485 $4.9B
T. Rowe Price Associates Inc. 0.37% Add +1.5% 48,030,833 $3.5B
BlackRock, Inc. 0.05% Add +28.2% 40,247,051 $2.9B
State Street Corp. 0.06% Add +94.7% 22,897,834 $1.7B
Morgan Stanley 0.09% Add +0.8% 20,090,673 $1.5B
Geode Capital Management, LLC 0.07% Add +53.0% 14,339,339 $1.0B
Baillie Gifford & Co. 0.62% Reduce -3.0% 11,655,303 $842.3M
Sands Capital Management, LLC 2.31% Add +12.2% 11,603,057 $838.6M
Capital World Investors 0.11% Add +192.7% 11,296,224 $816.4M
Loomis Sayles & Co. L P 0.66% Add +1.7% 7,723,003 $558.1M
Dragoneer Investment Group, LLC 10.45% Reduce -29.1% 6,549,747 $473.4M
Bank of America Corp. 0.03% Reduce -4.0% 6,040,812 $436.6M
FMR LLC 0.02% Reduce -36.8% 5,371,828 $388.2M
Ameriprise Financial Inc. 0.09% Reduce -34.1% 5,188,834 $375.0M
Wellington Management Group LLP 0.06% Reduce -9.8% 4,983,737 $360.2M
Northern Trust Corp. 0.04% Add +44.0% 4,626,238 $334.3M
Point72 Asset Management 0.76% Reduce -17.9% 4,558,336 $329.4M
Tiger Global Management 0.99% Add +12.1% 4,423,312 $319.7M
Bank of New York Mellon Corp 0.05% Add +12.7% 4,109,803 $297.0M
Citadel Advisors 0.24% Reduce -14.5% 4,075,067 $294.5M
Charles Schwab Investment Management Inc. 0.05% Add +53.7% 4,044,274 $292.3M
Invesco Ltd. 0.04% Add +241.4% 3,778,298 $273.1M
UBS Group AG 0.05% Add +88.4% 3,611,124 $261.0M
Contour Asset Management LLC 6.48% Reduce -1.3% 3,578,592 $258.6M
Legal & General Group Plc 0.05% Add +12.9% 3,144,760 $227.3M
Dimensional Fund Advisors LP 0.05% Add +20.4% 3,077,581 $222.5M
Amova Asset Management Americas, Inc. 1.98% Reduce -25.0% 2,826,639 $204.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -18.5% 2,800,487 $202.4M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -10.8% 2,682,836 $193.9M
ARK Investment Management 1.15% Reduce -13.5% 2,673,415 $193.2M
Hyperion Asset Management Ltd 4.35% Add +0.5% 2,159,765 $156.1M
Marshall Wace, LLP 0.16% Add +34.8% 2,038,266 $147.3M
Bares Capital Management, Inc. 13.28% Reduce -7.3% 1,991,847 $144.0M
Goldman Sachs Group Inc. 0.02% Add +143.0% 1,941,663 $140.3M
Carmignac Gestion 2.06% Reduce -6.7% 1,916,626 $138.5M
Evergreen Quality Fund GP, Ltd. 3.00% Add +56.0% 1,870,994 $135.2M
Deutsche Bank AG 0.04% Add +60.4% 1,804,686 $130.4M
Danica Pension, Livsforsikringsaktieselskab 2.00% Add +1.9% 1,793,112 $129.6M
Massachusetts Financial Services Co. 0.04% Add +1.9% 1,667,091 $120.5M
Swiss National Bank 0.07% Reduce -5.5% 1,599,786 $115.6M
FIL Ltd 0.09% Reduce -21.7% 1,571,901 $113.6M
Nuveen, LLC 0.03% Add +16.8% 1,571,046 $113.5M
Clearbridge Investments, LLC 0.08% Reduce -12.1% 1,550,154 $112.0M
BNP Paribas Financial Markets 0.09% Add +70.5% 1,549,186 $112.0M
Barclays PLC 0.04% Add +168.5% 1,380,059 $99.7M
Bessemer Group Inc. 0.13% Add +27.7% 1,172,831 $84.8M
Susquehanna International Group, LLP 0.12% Add +82.4% 1,157,330 $83.6M
Amundi 0.03% Add +41.6% 1,071,570 $83.3M
Ribbit Management Company, LLC 3.80% No change 1,106,500 $80.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +128.2% 1,100,890 $79.6M
HSBC Holdings PLC 0.05% Add +154.5% 1,081,378 $78.0M
a16z Capital Management, L.L.C. 5.27% No change 1,016,697 $73.5M
JPMorgan Chase & Co. 0.00% Add +78.2% 991,247 $71.6M
SC US (ttgp), LTD. 0.44% No change 990,778 $71.6M
Rhumbline Advisers 0.06% Add +56.3% 990,590 $71.6M
California Public Employees Retirement System 0.04% Add +7.0% 955,615 $69.1M
Sumitomo Mitsui Financial Group, Inc. 1.15% Add +0.1% 908,502 $65.7M
Wells Fargo & Company 0.01% Add +11.2% 893,282 $64.6M
Alkeon Capital Management LLC 0.28% No change 866,200 $62.6M
California State Teachers Retirement System 0.06% Add +0.5% 862,499 $62.3M
Ardmore Road Asset Management LP 3.97% Add +54.5% 850,000 $61.4M
Van Eck Associates Corp. 0.05% Add +4.3% 805,998 $58.2M
Frontier Capital Management Co. LLC 0.51% Reduce -39.1% 790,156 $57.1M
Citigroup Inc. 0.04% Reduce -40.9% 782,138 $56.5M
Russell Investments Group, Ltd. 0.06% Add +9.5% 775,459 $56.2M
Balyasny Asset Management L.P. 0.12% Reduce -69.9% 771,431 $55.8M
National Pension Service 0.04% Add +2.3% 768,450 $55.5M
American Century Companies Inc. 0.03% Reduce -59.4% 758,555 $54.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Reduce -3.5% 731,216 $52.8M
Gladstone Capital Management LLP 5.56% Reduce -9.0% 704,811 $50.9M
Royal Bank of Canada 0.01% Reduce -69.2% 695,147 $50.2M
Alliancebernstein L.P. 0.01% Add +46.4% 648,819 $46.9M
Principal Financial Group Inc. 0.02% Add +2385.3% 612,358 $44.3M
Canada Pension Plan Investment Board 0.03% Add +246.0% 575,799 $41.6M
Tidal Investments LLC 0.18% Add +0.7% 575,500 $41.6M
New York State Common Retirement Fund 0.05% Add +1.0% 572,902 $41.4M
Bank of Montreal 0.02% Reduce -30.9% 566,109 $40.9M
DekaBank Deutsche Girozentrale 0.07% No change 541,204 $40.8M
Nan Shan Life Insurance Co., Ltd. 0.85% Reduce -0.1% 555,340 $40.1M
Raymond James Financial Inc. 0.01% Reduce -6.7% 546,298 $39.5M
National Bank of Canada 0.04% Add +132.4% 544,532 $39.4M
Mane Global Capital Management LP 1.84% Reduce -10.0% 542,356 $39.2M
Quantinno Capital Management LP 0.11% Add +0.7% 541,648 $39.1M
First Trust Advisors LP 0.03% Reduce -26.8% 530,340 $38.3M
Rockefeller Capital Management L.P. 0.07% Reduce -23.2% 530,092 $38.3M
Samlyn Capital, LLC 0.54% New 524,097 $37.9M
LPL Financial LLC 0.01% Reduce -5.8% 522,844 $37.8M
State Board of Administration of Florida Retirement System 0.06% Reduce -8.3% 503,008 $36.4M
CANADA LIFE ASSURANCE Co 0.05% Add +4.8% 466,942 $35.2M
Baron Capital (BAMCO) 0.09% Reduce -1.3% 476,224 $34.4M
TD Asset Management Inc 0.03% Add +15.3% 466,514 $33.7M
Sei Investments Co. 0.04% Add +1.6% 463,968 $33.5M
Woodson Capital Management, LP 6.25% Add +15.4% 450,000 $32.5M
Robeco Institutional Asset Management B.V. 0.05% Add +2.9% 447,346 $32.3M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -28.4% 443,864 $32.1M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Reduce -36.0% 442,811 $32.0M
Adage Capital Partners Gp, L.L.C. 0.05% Add +222.1% 435,300 $31.5M
US Bancorp \de 0.04% Add +8.7% 426,465 $30.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2.36% Reduce -0.1% 422,597 $30.5M
Aberdeen Group plc 0.05% Add +6.0% 402,561 $30.3M
Natixis Advisors, LLC 0.04% Add +1.6% 405,106 $29.3M
Syon Capital LLC 1.52% Reduce -11.1% 392,614 $28.4M
Aviva PLC 0.05% Add +2.3% 391,387 $28.3M
New York State Teachers Retirement System 0.05% New 374,826 $27.1M
Appaloosa 0.36% Reduce -42.4% 370,000 $26.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -11.6% 355,863 $25.9M
Avory & Company, LLC 15.46% Reduce -0.6% 355,038 $25.7M
Junto Capital Management LP 0.53% Reduce -67.3% 351,332 $25.4M
Trexquant Investment LP 0.25% New 337,264 $24.4M
Glenview Capital Management, LLC 0.57% New 322,319 $23.3M
Manufacturers Life Insurance Company, The 0.02% Add +774.5% 321,533 $23.2M
Erste Asset Management GmbH 0.22% Reduce -0.9% 301,470 $22.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -3.6% 311,273 $22.4M
Prudential Financial Inc. 0.03% Add +677.5% 307,758 $22.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -2.4% 304,264 $22.0M
Interval Partners, LP 0.47% Add +780.0% 301,848 $21.8M
State of Wisconsin Investment Board 0.05% Reduce -2.1% 291,923 $21.1M
State of Michigan Retirement System 0.10% Add +105.2% 289,846 $20.9M
APG Asset Management N.V. 0.06% Add +0.6% 335,328 $20.6M
Forsta Ap-Fonden 0.12% Add +113.5% 284,200 $20.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -12.5% 282,586 $20.4M
Chevy Chase Trust Holdings, LLC 0.06% New 281,974 $20.4M
Meridiem Capital Partners LP 1.40% Reduce -24.5% 281,195 $20.3M
Blair William & Co. 0.05% Reduce -17.6% 277,645 $20.1M
Royal London Asset Management Ltd. 0.04% Reduce -1.5% 273,273 $19.7M
Ensign Peak Advisors, Inc 0.03% Add +45.1% 262,757 $19.0M
Toronto Dominion Bank 0.04% Add +152.4% 261,566 $18.9M
Pictet Asset Management Holding SA 0.02% Add +10.0% 261,434 $18.9M
Danske Bank A/S 0.05% Add +0.1% 259,056 $18.7M
Kayne Anderson Rudnick Investment Management LLC 0.05% Reduce -2.2% 256,815 $18.6M
STRS Ohio 0.07% Reduce -21.1% 248,022 $17.9M
Public Employees Retirement System of Ohio 0.06% Reduce -1.8% 247,155 $17.9M
Gillson Capital LP 1.54% Reduce -12.3% 246,000 $17.8M
Treasurer of the State of North Carolina 0.05% Reduce -3.8% 244,848 $17.7M
Korea Investment CORP 0.04% Add +17.8% 241,672 $17.5M
Schroder Investment Management Group 0.01% Add +2.4% 239,577 $17.3M
Mackenzie Financial Corp. 0.02% Add +455.9% 237,631 $17.2M
Envestnet Asset Management Inc. 0.00% Reduce -6.4% 236,385 $17.1M
Assenagon Asset Management S.A. 0.03% Reduce -69.4% 234,712 $17.0M
Advisors Asset Management, Inc. 0.29% Add +0.0% 234,438 $16.9M
Asset Management One Co., Ltd. 0.05% Add +5.6% 230,853 $16.7M
Storebrand Asset Management As 0.04% Add +0.0% 223,610 $16.2M
Handelsbanken Fonder AB 0.05% Add +0.9% 217,031 $15.7M
Osborne Partners Capital Management, LLC 0.76% Reduce -0.5% 207,278 $15.0M
Walleye Trading LLC 0.24% Reduce -2.5% 206,310 $14.9M
Commonwealth Equity Services, LLC 0.02% Reduce -11.5% 205,221 $14.8M
KLP Kapitalforvaltning As 0.06% Add +2.8% 203,700 $14.7M
Square Peg Capital PTY Ltd. 13.30% Add +0.0% 203,532 $14.7M
Stifel Financial Corp. 0.01% Reduce -0.2% 198,149 $14.3M
State of New Jersey Common Pension Fund D 0.05% Add +3.9% 196,201 $14.2M
Rafferty Asset Management, LLC 0.04% New 190,911 $13.8M
Beacon Pointe Advisors, LLC 0.12% Add +11.3% 190,092 $13.7M
Schonfeld Strategic Advisors LLC 0.09% Reduce -54.3% 188,130 $13.6M
OMERS ADMINISTRATION Corp 0.10% Reduce -15.9% 185,431 $13.4M
Nomura Asset Management Co. Ltd. 0.03% Add +6.0% 183,778 $13.3M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Reduce -32.9% 180,872 $13.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Reduce -9.9% 179,382 $13.0M
Cibc World Market Inc. 0.03% Add +24.0% 179,271 $13.0M
Voya Investment Management LLC 0.01% Add +18.2% 178,911 $12.9M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Add +7.9% 176,778 $12.8M
Resona Asset Management Co.,Ltd. 0.06% Reduce -2.5% 173,982 $12.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +65.8% 174,019 $12.6M
Victory Capital Management Inc. 0.01% Add +1.3% 172,825 $12.5M
Cresset Asset Management, LLC 0.05% Add +43.2% 171,426 $12.4M
Penserra Capital Management LLC 0.15% Reduce -22.7% 169,685 $12.3M
Ravenswood Partners LP 3.80% — 166,505 $12.0M
Walleye Capital LLC 0.11% Reduce -10.2% 165,310 $11.9M
Arizona State Retirement System 0.06% Add +0.4% 164,101 $11.9M
Twin Tree Management, LP 0.55% Add +202.7% 163,269 $11.8M
Biondo Investment Advisors, LLC 1.35% Reduce -1.7% 149,418 $10.8M
Varma Mutual Pension Insurance Co 0.07% Add +22.0% 147,625 $10.7M
Gotham Asset Management 0.05% Add +208.4% 147,354 $10.6M
MetLife Investment Management, LLC 0.05% Add +699.2% 145,815 $10.5M
Federation des caisses Desjardins du Quebec 0.04% Add +8.8% 145,118 $10.5M
Sora Investors LLC 0.95% Reduce -45.1% 142,848 $10.3M
State of Tennessee, Department of Treasury 0.03% New 139,850 $10.1M
Czech National Bank 0.07% New 139,581 $10.1M
AQR Capital Management 0.01% Add +412.8% 136,410 $9.9M
Millennium Management 0.01% Reduce -95.2% 134,720 $9.7M
Teachers Retirement System of the State of Kentucky 0.07% Add +42.3% 134,684 $9.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% New 131,973 $9.5M
Ion Asset Management Ltd. 1.15% Reduce -27.8% 130,000 $9.4M
CastleKnight Management LP 0.50% Reduce -9.0% 128,400 $9.3M
Liontrust Investment Partners LLP 0.13% Reduce -19.3% 126,060 $9.1M
Bridgewater Associates 0.04% Reduce -92.8% 125,381 $9.1M
ADAPT Investment Managers SA 1.89% Reduce -23.7% 124,219 $9.0M
Parnassus Investments, LLC 0.02% Reduce -1.1% 120,615 $8.7M
Contrarius Group Holdings Ltd 0.39% Reduce -31.1% 119,624 $8.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.58% Add +110.4% 118,726 $8.6M
Governors Lane LP 1.19% Add +37.5% 117,387 $8.5M
Retirement Systems of Alabama 0.03% New 117,234 $8.5M
Vontobel Holding Ltd. 0.03% Reduce -12.2% 116,882 $8.4M
St Germain D J Co. Inc. 0.34% Reduce -0.2% 115,900 $8.4M
Truist Financial Corp. 0.01% Reduce -1.0% 114,296 $8.3M
Macquarie Group Ltd. 0.01% Add +29.9% 113,468 $8.2M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -6.4% 113,002 $8.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -13.0% 102,849 $8.1M
Squarepoint Ops LLC 0.02% Add +479.2% 111,476 $8.1M
Exchange Traded Concepts, LLC 0.08% Reduce -28.2% 111,430 $8.1M
ProShare Advisors LLC 0.02% New 110,830 $8.0M
Amalgamated Bank 0.06% Add +236.3% 110,137 $8.0M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 110,000 $8.0M
Sicart Associates LLC 2.13% Add +0.1% 108,937 $7.9M
J. Stern & Co. LLP 0.59% Add +97.1% 107,455 $7.8M
Groupe la Francaise 0.10% Reduce -32.0% 106,176 $7.7M
IFM Investors Pty Ltd 0.07% Reduce -2.9% 102,579 $7.6M
DNB Asset Management AS 0.03% Add +3.7% 104,163 $7.5M
Cetera Investment Advisers 0.01% Add +23.6% 103,762 $7.5M
Maytus Capital Management, LLC 1.60% Reduce -56.2% 102,931 $7.4M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -51.3% 101,800 $7.4M
PEAK6 LLC 0.18% New 101,533 $7.3M
QRG Capital Management, Inc. 0.09% Reduce -1.8% 100,869 $7.3M
ExodusPoint Capital Management, LP 0.10% Reduce -42.9% 99,980 $7.2M
Xponance LLC 0.06% Add +22.5% 98,014 $7.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -23.4% 96,373 $7.0M
USS Investment Management Ltd 0.03% Reduce -0.2% 94,986 $6.9M
Massar Capital Management, LP 2.46% New 94,925 $6.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.18% Add +4.9% 94,478 $6.8M
Pathstone Holdings, LLC 0.03% Add +72.9% 94,061 $6.8M
Ieq Capital, LLC 0.02% Reduce -8.4% 93,769 $6.8M
Gateway Investment Advisers LLC 0.06% Add +24.9% 92,570 $6.7M
Osaic Holdings, Inc. 0.01% Reduce -16.7% 83,708 $6.5M
Utah Retirement Systems 0.06% Reduce -0.9% 89,991 $6.5M
Great Lakes Advisors, LLC 0.05% Add +8.9% 89,367 $6.5M
Police & Firemen's Retirement System of New Jersey 0.05% Add +5.9% 87,607 $6.3M
Alyeska Investment Group, L.P. 0.02% Reduce -31.6% 87,507 $6.3M
KBC Group NV 0.01% Add +3.2% 86,540 $6.3M
Daiwa Securities Group Inc. 0.02% Add +51.7% 86,417 $6.2M
Consolidated Press International Holdings Ltd. 0.98% Reduce -3.7% 85,154 $6.2M
Engineers Gate Manager LP 0.07% Reduce -69.7% 82,473 $6.0M
Comerica Bank 0.02% Add +115.0% 82,141 $5.9M
Envestnet Portfolio Solutions, Inc. 0.02% Add +4.7% 81,146 $5.9M
Creative Planning 0.00% Add +3.2% 81,006 $5.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -9.4% 79,769 $5.8M
GC Wealth Management RIA, LLC 0.19% Add +88.3% 77,980 $5.6M
CIBC Asset Management Inc 0.02% Add +219.7% 77,580 $5.6M
Allianz SE 0.12% No change 77,000 $5.6M
CIBC Bancorp USA Inc. 0.03% — 76,017 $5.5M
Shellback Capital, LP 0.34% New 75,000 $5.4M
New York Life Investment Management LLC 0.05% New 74,714 $5.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +23.9% 74,478 $5.4M
Swedbank AB 0.01% Add +0.5% 74,312 $5.4M
Bank of Nova Scotia 0.01% Add +131.6% 73,682 $5.3M
Teacher Retirement System of Texas 0.02% Reduce -14.4% 72,703 $5.3M
Vident Advisory, LLC 0.05% Add +0.4% 72,677 $5.3M
Woodline Partners LP 0.02% New 72,633 $5.2M
Wellington Shields Capital Management, LLC 0.78% Reduce -6.6% 71,551 $5.2M
HighTower Advisors, LLC 0.01% Add +5.1% 71,297 $5.2M
Sanctuary Advisors, LLC 0.03% Add +17.3% 71,131 $5.1M
Franklin Resources Inc. 0.00% Reduce -92.5% 70,790 $5.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -19.5% 70,579 $5.1M
Ausdal Financial Partners, Inc. 0.25% Add +9.6% 70,093 $5.1M
Nomura Holdings Inc. 0.03% Add +13.2% 69,897 $5.1M
Nissay Asset Management Corp. /Japan 0.03% Add +0.2% 69,576 $5.0M
Caprock Group, LLC 0.12% — 60,576 $4.8M
O'shaughnessy Asset Management, LLC 0.03% Add +54.8% 66,567 $4.8M
Man Group plc 0.01% Add +19.7% 66,060 $4.8M
Ossiam 0.06% Add +2162.2% 65,695 $4.7M
Two Sigma Investments, LP 0.01% No change 65,400 $4.7M
Janus Henderson Group PLC 0.00% Add +44.0% 65,403 $4.7M
Lane Generational LLC 3.79% Reduce -28.9% 63,225 $4.6M
Oregon Public Employees Retirement Fund 0.06% New 62,783 $4.5M
NEOS Investment Management LLC 0.03% New 62,376 $4.5M
Jane Street Group, LLC 0.01% Reduce -60.8% 62,221 $4.5M
OP Asset Management Ltd 0.06% Add +2.6% 61,205 $4.4M
Panagora Asset Management Inc. 0.02% Add +1780.0% 61,158 $4.4M
Allianz Asset Management GmbH 0.01% Reduce -8.1% 60,768 $4.4M
Yousif Capital Management, LLC 0.05% Add +550.9% 59,983 $4.3M
Mutual of America Capital Management LLC 0.05% New 59,573 $4.3M
Nisa Investment Advisors, LLC 0.02% Add +6.0% 59,365 $4.3M
State of Alaska, Department of Revenue 0.04% New 59,182 $4.3M
Arkadios Wealth Advisors 0.10% Reduce -4.4% 58,986 $4.3M
Optas, LLC 0.72% Add +0.2% 58,813 $4.3M
Insight Wealth Strategies, LLC 0.50% Reduce -11.4% 58,643 $4.2M
Pacer Advisors, Inc. 0.01% Add +389020.0% 58,368 $4.2M
Harvest Portfolios Group Inc. 0.08% Add +79.4% 58,087 $4.2M
Accurate Wealth Management, LLC 0.56% Reduce -4.6% 55,045 $4.2M
Public Sector Pension Investment Board 0.02% New 57,312 $4.1M
Andra AP-fonden 0.05% Reduce -47.3% 57,200 $4.1M
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.74% New 12,506 $4.1M
San Luis Wealth Advisors LLC 0.73% Reduce -0.2% 55,907 $4.0M
UniSuper Management Pty Ltd 0.02% Add +484.3% 55,507 $4.0M
PNC Financial Services Group, Inc. 0.00% Add +145.9% 55,396 $4.0M
Dark Forest Capital Management LP 0.15% Add +85.6% 54,060 $3.9M
Wealthfront Advisers LLC 0.01% Add +20.2% 53,996 $3.9M
Moloney Securities Asset Management, LLC 0.47% Reduce -9.8% 53,966 $3.9M
Wilson Asset Management (international) PTY Ltd. 0.96% Add +5.8% 53,946 $3.9M
Swiss Life Asset Management Ltd 0.02% Reduce -2.6% 52,549 $3.8M
Spirepoint Private Client, LLC 0.40% No change 52,531 $3.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -5.6% 52,387 $3.8M
Nordea Investment Management AB 0.00% Add +12.2% 51,312 $3.7M
Investment House LLC 0.18% Add +0.9% 51,318 $3.7M
Kestra Advisory Services, LLC 0.02% Reduce -8.4% 50,369 $3.6M
Metavasi Capital LP 1.28% New 50,000 $3.6M
Quantitative Investment Management, LLC 0.50% New 49,399 $3.6M
Marex Group Ltd 0.04% Add +100.6% 48,361 $3.5M
Westpac Banking Corp. 0.21% Add +12.6% 47,464 $3.4M
Game Creek Capital, LP 1.46% Reduce -14.6% 47,000 $3.4M
Alamar Capital Management, LLC 1.78% Reduce -1.0% 46,500 $3.4M
Mercer Global Advisors Inc. 0.01% Reduce -9.1% 45,877 $3.3M
MML Investors Services, LLC 0.01% Add +7.6% 45,868 $3.3M
ASR Vermogensbeheer N.V. 0.04% Reduce -0.4% 45,770 $3.3M
Private Advisor Group, LLC 0.02% Reduce -12.4% 45,652 $3.3M
Mizuho Securities USA LLC 0.06% New 40,027 $3.2M
Lido Advisors, LLC 0.01% Add +49.9% 43,746 $3.2M
SWS Partners 0.77% Add +1.6% 43,732 $3.2M
Vanguard Personalized Indexing Management, LLC 0.03% Add +18.6% 42,987 $3.1M
Credit Agricole S A 0.01% — 42,715 $3.1M
AIA Group Ltd 0.05% New 42,310 $3.1M
Motley Fool Asset Management LLC 0.13% Add +39.6% 42,246 $3.1M
Kovack Advisors, Inc. 0.29% Reduce -9.2% 42,224 $3.1M
Moran Wealth Management, LLC 0.09% Reduce -1.3% 41,981 $3.0M
Fisher Funds Management LTD 0.08% No change 41,857 $3.0M
Banco Santander, S.A. 0.03% Add +1.2% 41,614 $3.0M
SBI Securities Co., Ltd. 0.08% Reduce -38.8% 41,486 $3.0M
Oak Thistle LLC 0.44% New 40,008 $2.9M
Mariner, LLC 0.00% Add +26.0% 39,968 $2.9M
Weiss Asset Management LP 0.05% New 39,090 $2.8M
Palisade Capital Management, LP 0.09% No change 38,654 $2.8M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -49.8% 38,075 $2.8M
AXA Investment Managers S.A. 0.01% — 37,307 $2.7M
Ethic Inc. 0.04% Add +14.0% 37,287 $2.7M
IFP Advisors, Inc 0.07% Add +7.5% 37,258 $2.7M
Tocqueville Asset Management L.P. 0.04% Reduce -0.6% 36,787 $2.7M
Candriam S.C.A. 0.01% Add +1.2% 36,732 $2.7M
Yoder Wealth Management, Inc. 1.23% Reduce -7.7% 35,850 $2.6M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1.03% Reduce -1.7% 35,667 $2.6M
GFG Capital, LLC 0.88% Reduce -0.8% 35,411 $2.6M
Bedell Frazier Investment Counselling, LLC 0.53% New 35,378 $2.6M
&partners 0.02% Add +11.4% 35,255 $2.5M
Lombard Odier Asset Management (Europe) Ltd 0.19% Reduce -72.8% 35,000 $2.5M
Kentucky Retirement Systems 0.07% Reduce -3.9% 34,190 $2.5M
Sterling Capital Management LLC 0.04% Reduce -11.5% 33,844 $2.4M
Atria Investments, Inc 0.03% Reduce -1.1% 33,834 $2.4M
M&T Bank Corp 0.01% Reduce -8.2% 33,264 $2.4M
Hartford Investment Management Co. 0.07% New 32,140 $2.3M
Norinchukin Bank, The 0.03% New 32,117 $2.3M
Martin Capital Advisors, LLP 1.40% No change 31,992 $2.3M
Thrivent Financial for Lutherans 0.00% Add +43.4% 31,995 $2.3M
Neuberger Berman Group LLC 0.00% Add +12.1% 30,316 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.2% 29,676 $2.1M
Elo Mutual Pension Insurance Co 0.03% Reduce -30.1% 29,355 $2.1M
Future Fund LLC 0.75% Reduce -28.2% 29,336 $2.1M
Pursue Wealth Partners LLC 1.16% Reduce -17.4% 29,325 $2.1M
Louisiana State Employees Retirement System 0.03% New 28,800 $2.1M
Gilder Gagnon Howe & Co. LLC 0.02% Reduce -94.7% 28,765 $2.1M
Cache Advisors, LLC 0.36% Add +200.6% 23,535 $2.1M
Himension Capital (singapore) Pte. LTD. 0.12% New 28,096 $2.0M
Rathbones Group PLC 0.01% Reduce -1.0% 27,870 $2.0M
Gulf International Bank (UK) Ltd 0.06% Reduce -1.9% 27,339 $2.0M
Eisler Capital Management Ltd. 0.04% Add +255.9% 27,495 $2.0M
Maryland State Retirement & Pension System 0.04% Add +4.5% 27,148 $2.0M
Baird Financial Group, Inc. 0.00% Reduce -1.6% 27,028 $2.0M
Chicago Capital, LLC 0.05% Reduce -0.5% 26,687 $1.9M
Securian Asset Management, Inc. 0.05% New 26,541 $1.9M
Intech Investment Management LLC 0.02% Add +54.9% 26,129 $1.9M
Investment Management Corp of Ontario 0.03% Reduce -0.3% 26,082 $1.9M
ING Groep NV 0.01% New 25,737 $1.9M
Corient Private Wealth LP 0.00% Add +10.4% 25,347 $1.8M
Allspring Global Investments Holdings, LLC 0.00% Add +687.6% 24,920 $1.8M
Cerity Partners LLC 0.00% Reduce -7.8% 25,274 $1.8M
New Mexico Educational Retirement Board 0.06% New 25,100 $1.8M
Empowered Funds, LLC 0.02% Add +6.0% 24,843 $1.8M
Group One Trading LLC 0.05% Reduce -77.3% 24,790 $1.8M
Brevan Howard Capital Management LP 0.03% Reduce -69.2% 24,760 $1.8M
SP Asset Management LLC 0.14% Reduce -29.4% 24,704 $1.8M
Employees Retirement System of Texas 0.02% No change 24,536 $1.8M
Shelton Capital Management 0.04% Add +6.5% 24,505 $1.8M
Y.D. More Investments Ltd 0.10% Reduce -2.0% 23,556 $1.7M
Centaurus Financial, Inc. 0.08% Add +11.7% 23,177 $1.7M
Harbour Investments, Inc. 0.04% Add +1.5% 23,121 $1.7M
Kestra Private Wealth Services, LLC 0.02% Add +6.3% 23,082 $1.7M
GTS Securities LLC 0.06% New 23,003 $1.7M
CenterBook Partners LP 0.08% Add +252.1% 22,978 $1.7M
Abn Amro Investment Solutions 0.03% Reduce -14.8% 22,893 $1.7M
Virtus Investment Advisers, LLC 0.47% New 22,739 $1.6M
Weinberger Asset Management, Inc 0.59% Add +0.0% 22,646 $1.6M
Guggenheim Capital LLC 0.01% Add +33.1% 22,567 $1.6M
Evanson Asset Management, LLC 0.09% No change 22,500 $1.6M
Jump Financial, LLC 0.02% Add +296.9% 22,500 $1.6M
AG2R La Mondiale Gestion D'actifs 0.08% No change 23,607 $1.6M
Centiva Capital, LP 0.15% New 22,126 $1.6M
Legal Advantage Investments, Inc. 0.72% Reduce -3.5% 22,075 $1.6M
SG Americas Securities, LLC 0.01% Add +173.4% 21,820 $1.6M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 21,756 $1.6M
Jones Financial Companies LLLP 0.00% Add +0.8% 21,183 $1.6M
Captrust Financial Advisors 0.00% Add +4.8% 21,576 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +4.5% 20,849 $1.5M
Great Valley Advisor Group, Inc. 0.03% Reduce -7.5% 20,685 $1.5M
DB Fitzpatrick & Co, Inc 1.34% Reduce -3.3% 20,513 $1.5M
Allstate Corp. 0.03% New 20,469 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +73.2% 20,283 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +3.1% 20,122 $1.5M
Metis Global Partners, LLC 0.03% Add +144.8% 20,098 $1.5M
Hennessy Advisors Inc. 0.05% Reduce -20.0% 20,000 $1.4M
Institute for Wealth Management, LLC. 0.15% Reduce -6.4% 19,820 $1.4M
Polianta Ltd 0.59% No change 19,700 $1.4M
Inceptionr LLC 0.34% Add +455.1% 19,480 $1.4M
LGT Group Foundation 0.02% Reduce -20.9% 18,806 $1.4M
Richard Bernstein Advisors LLC 0.04% Reduce -57.2% 18,979 $1.4M
Militia Capital Partners, LP 0.62% New 18,300 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -21.1% 18,157 $1.3M
LBP Am SA 0.02% New 18,000 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -3.5% 17,873 $1.3M
Sigma Planning Corp 0.04% Add +5.9% 17,590 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% New 17,517 $1.3M
Equitable Holdings, Inc. 0.01% Reduce -12.6% 17,516 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -10.2% 17,464 $1.3M
Douglass Winthrop Advisors, LLC 0.02% Reduce -21.9% 17,428 $1.3M
Lombard Odier Asset Management (Switzerland) SA 0.06% Add +1.2% 17,358 $1.3M
HB Wealth Management, LLC 0.01% Add +46.3% 17,275 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -8.6% 17,266 $1.2M
Clear Street Group Inc. 0.01% — 16,708 $1.2M
Prana Capital Management, LP 0.04% Reduce -89.1% 16,682 $1.2M
PFG Investments, LLC 0.06% Add +51.0% 16,483 $1.2M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -4.3% 16,397 $1.2M
Sig Brokerage, LP 0.29% Reduce -24.7% 16,190 $1.2M
Summit Trail Advisors, LLC 0.02% Add +80.6% 16,133 $1.2M
Old Mission Investment Co LLC 0.28% Reduce -12.5% 15,744 $1.1M
Nwam LLC 0.06% Add +17.6% 15,585 $1.1M
D.A. Davidson & Co. 0.01% Reduce -0.8% 15,596 $1.1M
Compound Planning, Inc. 0.04% Add +13.7% 15,531 $1.1M
Silver Oak Securities, Incorporated 0.08% New 15,513 $1.1M
Verition Fund Management LLC 0.01% Reduce -93.7% 15,460 $1.1M
Nicholas Wealth, LLC. 0.81% Add +10.9% 15,239 $1.1M
Garrison Point Advisors, LLC 0.46% Reduce -1.5% 15,148 $1.1M
Sepio Capital, LP 0.06% Reduce -1.9% 15,135 $1.1M
Hunting Hill Global Capital, LLC 0.41% Reduce -17.5% 15,100 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +3.4% 14,939 $1.1M
Mufg Securities Americas Inc. 0.07% New 14,820 $1.1M
Boomfish Wealth Group, LLC 0.57% Add +9.7% 14,594 $1.1M
Gator Capital Management, LLC 0.27% Reduce -53.8% 14,510 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -5.1% 14,331 $1.0M
U S Wealth Group, Llc. 0.66% Add +3.3% 14,049 $1.0M
Generali Asset Management SPA SGR 0.02% Add +2303.1% 13,914 $1.0M
Nations Financial Group Inc, /Ia/ 0.06% Reduce -3.6% 13,907 $1.0M
Prospera Financial Services Inc 0.02% Reduce -3.8% 13,746 $993K
Koss-Olinger Consulting, LLC 0.08% Reduce -0.2% 14,608 $992K
Gsa Capital Partners LLP 0.08% Add +6.4% 13,685 $989K
Stephens Inc. 0.01% Reduce -11.1% 13,622 $984K
Keel Point, LLC 0.06% Reduce -0.6% 13,591 $982K
Janney Montgomery Scott LLC 0.00% Reduce -4.6% 13,407 $969K
Tobam 0.35% Add +30.0% 13,283 $960K
Horizon Investments, LLC 0.01% Add +435000.0% 13,053 $943K
Cwm, LLC 0.00% Add +10.4% 12,646 $914K
SummitTX Capital, L.P. 0.04% Add +133.7% 12,415 $897K
Balboa Wealth Partners 0.15% New 12,339 $892K
United Advisor Group, LLC 0.12% New 12,251 $885K
Praxis Investment Management Inc. 0.05% Add +62.4% 12,145 $878K
Principal Securities, Inc. 0.01% Add +10.9% 12,128 $876K
Parallax Volatility Advisers, L.P. 0.03% Reduce -88.5% 12,083 $873K
Vestcor Inc 0.03% No change 11,903 $860K
Paradiem, LLC 0.20% New 11,882 $859K
Compagnie Lombard Odier SCmA 0.01% Reduce -10.7% 11,711 $846K
Alps Advisors Inc. 0.00% Reduce -11.1% 11,708 $846K
Independent Financial Group, LLC 0.02% Reduce -41.0% 11,537 $834K
Concurrent Investment Advisors, LLC 0.01% Add +0.8% 11,535 $834K
Canada Post Corp Registered Pension Plan 0.04% New 10,960 $826K
NewEdge Wealth, LLC 0.01% Add +14.7% 11,209 $826K
Insigneo Advisory Services, LLC 0.06% Reduce -0.2% 11,414 $825K
Bahl & Gaynor LLC 0.00% No change 11,400 $824K
Focus Partners Wealth 0.00% Reduce -16.4% 11,346 $819K
Torrey Growth & Income Advisors 0.24% — 11,205 $810K
Independent Advisor Alliance 0.02% Reduce -2.7% 11,201 $809K
Benjamin Edwards Inc. 0.01% Reduce -23.0% 11,150 $806K
Sequoia Financial Advisors, LLC 0.00% Add +23.7% 11,096 $802K
CIBC Private Wealth Group LLC 0.00% Add +15.9% 11,086 $801K
United Capital Financial Advisors, LLC 0.01% Add +23.6% 11,025 $797K
Park Avenue Securities LLC 0.01% Add +2.8% 10,910 $788K
Finivi Inc. 0.50% Add +3.2% 10,877 $786K
Virtu Financial LLC 0.04% New 10,868 $785K
NewEdge Advisors, LLC 0.00% Add +11.8% 10,753 $777K
Forum Financial Management, LP 0.01% Add +18.5% 10,712 $774K
Raiffeisen Bank International AG 0.01% Add +50475.0% 10,115 $763K
MUFG Securities EMEA plc 0.02% New 10,519 $760K
Hussman Strategic Advisors, Inc. 0.16% New 10,500 $759K
Aviance Capital Partners, LLC 0.09% Reduce -67.2% 10,488 $758K
Landscape Capital Management, L.L.C. 0.05% New 10,459 $756K
Foundations Investment Advisors, LLC 0.01% New 10,323 $746K
Siemens Fonds Invest GmbH 0.04% Reduce -0.1% 10,261 $742K
Integrated Wealth Concepts LLC 0.01% Add +24.5% 10,197 $737K
Point72 Asia (Singapore) Pte. Ltd. 0.11% Reduce -13.2% 10,171 $735K
StoneX Group Inc. 0.03% Reduce -11.3% 9,990 $722K
Harrell Investment Partners, LLC 0.17% Add +24.1% 9,668 $699K
Pitcairn Co. 0.05% Reduce -17.8% 9,590 $693K
Hudson Bay Capital Management LP 0.00% Reduce -95.7% 9,501 $687K
Hamilton Capital Partners Inc. 0.03% Reduce -12.9% 9,403 $680K
Intellectus Partners, LLC 0.13% Reduce -28.2% 9,340 $675K
Globeflex Capital L P 0.10% Reduce -88.2% 9,284 $671K
NorthRock Partners, LLC 0.01% Add +7.8% 9,272 $670K
Leonteq Securities AG 0.04% Reduce -81.2% 9,269 $670K
LCNB Corp. 0.23% Reduce -5.7% 9,232 $667K
Retireful, LLC 0.63% New 9,089 $657K
Kazazian Asset Management, LLC 0.79% Reduce -43.7% 9,008 $651K
Argonautica Private Wealth Management, Inc. 0.19% No change 8,856 $640K
Unique Wealth Strategies, LLC 0.25% New 8,788 $635K
Prudential PLC 0.00% No change 8,708 $629K
Spark Investment Management LLC 1.58% No change 8,700 $629K
Wedbush Securities Inc. 0.02% Reduce -44.8% 8,696 $628K
GLOBALT Investments LLC / GA 0.02% Reduce -0.4% 8,683 $628K
Banque Cantonale Vaudoise 0.02% New 8,670 $627K
Lazard Asset Management LLC 0.00% Reduce -4.4% 8,622 $623K
DRW Securities, LLC 0.03% New 8,584 $621K
Sompo Asset Management Co., Ltd. 0.11% Reduce -37.3% 8,570 $619K
CHICAGO TRUST Co NA 0.09% Add +32.3% 8,567 $619K
Sagespring Wealth Partners, LLC 0.01% Add +24.5% 8,499 $614K
Neo Ivy Capital Management 0.15% Add +31.4% 8,340 $603K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.2% 8,299 $600K
Apollon Wealth Management, LLC 0.01% Reduce -14.7% 8,234 $595K
180 Wealth Advisors, LLC 0.07% Add +4.6% 8,201 $593K
Westerkirk Capital Inc. 0.07% New 8,000 $578K
Tema ETFs LLC 0.05% New 7,956 $575K
Jasper Ridge Partners, L.P. 0.01% No change 7,927 $573K
Boothbay Fund Management, LLC 0.02% Reduce -75.8% 7,914 $572K
Key Client Fiduciary Advisors, LLC 0.19% Reduce -2.5% 7,855 $568K
Fearless Solutions, LLC dba Best Invest 0.36% Add +45.9% 7,739 $559K
Aaron Wealth Advisors LLC 0.03% Add +37.0% 7,677 $555K
Vise Technologies, Inc. 0.02% Add +6.3% 7,607 $550K
Perigon Wealth Management, LLC 0.01% Reduce -17.3% 7,494 $542K
Profund Advisors LLC 0.02% New 7,472 $540K
OV Management LLC 0.46% Add +1.0% 7,465 $539K
Farther Finance Advisors, LLC 0.01% Reduce -10.2% 7,444 $538K
Jamison Private Wealth Management, Inc. 0.07% Reduce -4.0% 7,425 $537K
Avior Wealth Management, LLC 0.02% Add +5.5% 7,408 $535K
Banque Pictet & Cie SA 0.01% No change 7,400 $535K
Geneos Wealth Management Inc. 0.01% Reduce -3.0% 7,382 $533K
Harvest Fund Management Co., Ltd 0.02% No change 6,810 $530K
Knollwood Investment Advisory, LLC 0.05% No change 7,306 $528K
Jefferies Financial Group Inc. 0.01% Reduce -77.0% 7,264 $525K
Creekmur Asset Management LLC 0.09% Reduce -33.2% 7,213 $521K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -29.1% 7,183 $519K
Acorn Financial Advisory Services Inc. 0.08% Reduce -5.5% 7,044 $509K
Brown Advisory Inc. 0.00% Reduce -7.8% 7,003 $506K
Stratos Wealth Partners, LTD. 0.01% Reduce -23.3% 6,972 $504K
Prime Capital Investment Advisors, LLC 0.01% Add +2.2% 6,951 $502K
Ballentine Partners, LLC 0.01% Add +5.8% 6,930 $501K
Edmond DE Rothschild Holding S.A. 0.01% Add +21.4% 6,800 $491K
Snowden Capital Advisors LLC 0.01% Reduce -11.0% 6,784 $490K
Focus Financial Network, Inc. 0.02% Reduce -14.5% 6,757 $488K
Nilsine Partners, LLC 0.04% Reduce -0.2% 6,662 $481K
Quantum Portfolio Management LLC 0.14% Add +34.0% 6,648 $480K
Portside Wealth Group, LLC 0.07% Add +16.3% 6,481 $468K
Premier Path Wealth Partners, LLC 0.06% Add +42.4% 6,476 $468K
CI Investments Inc. 0.00% Reduce -57.1% 6,433 $465K
South Dakota Investment Council 0.01% New 6,300 $455K
Callan Family Office, LLC 0.01% Add +8.5% 6,293 $455K
MBA Advisors LLC 0.19% Add +21.4% 6,290 $455K
Carson Advisory Inc. 0.24% Add +20.3% 6,285 $454K
Carter Financial Group, INC. 0.27% Reduce -8.0% 6,274 $453K
Signaturefd, LLC 0.01% Add +6.5% 6,269 $453K
Zions Bancorporation, National Association 0.02% Add +78050.0% 6,252 $452K
Evoke Wealth, LLC 0.01% Add +64.2% 6,188 $447K
Malaga Cove Capital, LLC 0.16% Reduce -5.7% 6,180 $447K
Painted Porch Advisors LLC 0.17% No change 6,172 $446K
JB Capital LLC 0.02% Reduce -5.1% 6,164 $445K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +5.5% 6,101 $440K
Hel Ved Capital Management Ltd 0.24% Reduce -90.9% 6,055 $438K
AlphaQuest LLC 0.03% Add +94.7% 5,930 $429K
Atlantic Union Bankshares Corp 0.01% No change 5,891 $426K
JBGlobal.com LLC 0.43% Reduce -2.4% 5,834 $422K
Salem Investment Counselors Inc. 0.01% Add +58.9% 5,819 $421K
Doliver Advisors, LP 0.11% Reduce -0.4% 5,801 $419K
Prasad Wealth Partners, LLC 0.12% Reduce -1.2% 5,765 $417K
KRS Capital Management, LLC 0.25% Add +5.7% 5,760 $416K
Rahlfs Capital, LLC 0.33% Add +5.5% 5,708 $413K
Frank, Rimerman Advisors LLC 0.03% Add +72.1% 5,654 $409K
Choreo, LLC 0.01% Add +1.9% 5,579 $403K
Powell Investment Advisors, LLC 0.14% No change 5,563 $402K
SteelPeak Wealth, LLC 0.01% Add +27.1% 5,560 $402K
Fifth Third Wealth Advisors LLC 0.01% New 5,552 $401K
Grant Private Wealth Management Inc 0.25% New 5,524 $399K
DC Investments Management, LLC 0.16% No change 5,438 $393K
Cigna Investments Inc. 0.06% No change 5,426 $392K
Commerce Bank 0.00% Reduce -20.0% 5,347 $386K
Vista Investment Partners Ii, LLC 0.18% Add +3.6% 5,334 $385K
Allworth Financial LP 0.00% Add +34.6% 5,332 $385K
Cim Investment Management Inc. 0.10% Reduce -0.9% 5,301 $383K
OneDigital Investment Advisors LLC 0.00% Reduce -5.3% 5,292 $382K
Parallel Advisors, LLC 0.01% Add +7.0% 5,289 $382K
Brookwood Investment Group LLC 0.05% New 5,283 $382K
Savant Capital, LLC 0.00% Add +11.0% 5,268 $381K
Wesbanco Bank Inc. 0.01% No change 5,259 $380K
CMT Capital Markets Trading GmbH 0.16% Reduce -78.3% 5,258 $380K
Mutual Advisors, LLC 0.01% Add +37.1% 4,836 $380K
Chesley Taft & Associates LLC 0.02% Add +1.0% 5,240 $379K
Realta Investment Advisors 0.13% Reduce -7.5% 5,185 $375K
Alliance Wealth Advisors, LLC 0.09% Add +24.2% 5,173 $374K
Blueshift Asset Management, LLC 0.11% Add +20.9% 5,150 $372K
Orion Porfolio Solutions, LLC 0.00% Reduce -7.8% 5,109 $369K
Merit Financial Group, LLC 0.00% Add +10.7% 5,082 $367K
Fifth Third Bancorp 0.00% Add +2440.0% 5,080 $367K
Ellevest, Inc. 0.05% Add +0.8% 5,043 $364K
Greenleaf Trust 0.00% Add +30.9% 5,040 $364K
Viawealth, LLC 0.20% Reduce -23.9% 5,017 $363K
Ameritas Investment Partners, Inc. 0.01% New 5,009 $362K
American Assets Investment Management, LLC 0.03% No change 5,000 $361K
Stonekeep Investments, LLC 0.23% Reduce -0.1% 4,961 $359K
Arete Wealth Advisors, LLC 0.02% Reduce -2.3% 4,912 $355K
Profit Investment Management, LLC 0.44% Reduce -49.4% 4,889 $353K
Sanders Morris Harris LLC 0.05% New 4,870 $352K
Sowell Financial Services LLC 0.01% Reduce -60.9% 4,846 $350K
Certuity, LLC 0.02% Reduce -9.7% 4,804 $347K
Ulland Investment Advisors, LLC 0.26% Add +91.1% 4,793 $346K
NorthCoast Asset Management LLC 0.00% New 4,771 $345K
Impact Partnership Wealth, LLC 0.05% New 4,748 $343K
Brighton Jones LLC 0.01% Add +1.2% 4,747 $343K
Avidian Wealth Enterprises, LLC 0.01% Add +6.5% 4,739 $342K
Fisher Asset Management 0.00% Reduce -21.4% 4,728 $342K
Mgo One Seven LLC 0.01% Add +10.1% 4,720 $341K
Ashton Thomas Securities, LLC 0.05% Add +0.9% 4,668 $337K
Crossmark Global Holdings, Inc. 0.01% Add +0.2% 4,646 $336K
Capital Markets Trading UK LLP 0.34% Add +50.5% 4,615 $334K
Twin Focus Capital Partners, LLC 0.04% No change 4,600 $332K
First Financial Bankshares Inc 0.01% New 4,564 $330K
Wealthspire Advisors, LLC 0.00% New 4,555 $329K
Bradley Foster & Sargent Inc. 0.00% No change 4,533 $328K
Venture Visionary Partners LLC 0.01% New 4,514 $326K
Western Wealth Management, LLC 0.02% Add +2.6% 4,479 $324K
Clearstead Advisors, LLC 0.00% Add +788.3% 4,468 $323K
Howard Capital Management, LLC 0.00% Add +3.2% 4,439 $321K
Daner Wealth Management, LLC 0.21% Add +20.1% 4,252 $320K
Evexia Wealth LLC 0.10% Add +15.4% 4,239 $318K
GAMMA Investing LLC 0.02% Add +64.5% 4,376 $316K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.4% 4,364 $315K
Icon Wealth Advisors, LLC 0.02% Add +65.4% 4,354 $315K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +8.4% 4,354 $315K
Global Retirement Partners, LLC 0.01% Add +29.4% 4,332 $313K
Sunbelt Securities, Inc. 0.02% Reduce -43.8% 4,320 $312K
Lazari Capital Management, Inc. 0.11% Reduce -5.6% 4,310 $311K
Board of the Pension Protection Fund 0.30% New 4,300 $311K
Conway Capital Management, Inc. 0.13% No change 4,270 $309K
Advisory Services Network, LLC 0.00% Reduce -11.3% 4,251 $307K
Freestone Capital Holdings, LLC 0.01% Reduce -1.7% 4,240 $306K
Dorsey & Whitney Trust CO LLC 0.02% Add +2.2% 4,196 $303K
Bayforest Capital Ltd 0.14% Add +29.6% 4,191 $303K
Mindset Wealth Management, LLC 0.08% Add +6.8% 4,180 $302K
Moors & Cabot, Inc. 0.01% Reduce -11.7% 4,148 $300K
Everhart Financial Group, Inc. 0.03% Add +33.4% 4,124 $298K
Evergreen Capital Management LLC 0.01% Add +33.6% 4,082 $295K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -2.5% 4,066 $294K
Capital Investment Advisory Services, LLC 0.02% Reduce -30.0% 4,057 $293K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -4.7% 4,049 $293K
MCF Advisors LLC 0.02% No change 4,048 $293K
CAP Partners, LLC 0.16% Reduce -8.6% 4,019 $290K
Kingswood Wealth Advisors, LLC 0.02% Add +8.1% 4,017 $290K
Pitti Group Wealth Management, LLC 0.25% Reduce -5.1% 4,014 $290K
Coldstream Capital Management Inc. 0.00% New 3,995 $289K
MAI Capital Management 0.00% Reduce -31.7% 4,172 $287K
Chaney Capital Management, Inc. 0.10% No change 3,970 $287K
Addison Capital Co 0.08% Reduce -7.3% 3,970 $287K
Cardiff Park Advisors, LLC 0.02% No change 3,964 $286K
HighPoint Advisor Group LLC 0.01% Reduce -4.3% 3,956 $286K
Legacy Financial Advisors, Inc. 0.04% Add +4.9% 3,938 $285K
AssuredPartners Investment Advisors, LLC 0.06% Reduce -14.2% 3,917 $283K
Wealthcare Advisory Partners LLC 0.01% Reduce -6.6% 3,916 $283K
Avestar Capital, LLC 0.02% New 3,911 $283K
Secure Asset Management, LLC 0.05% Add +0.1% 3,850 $283K
Savvy Advisors, Inc. 0.01% New 3,897 $282K
J.W. Cole Advisors, Inc. 0.01% Reduce -47.5% 3,867 $279K
Chicago Partners Investment Group LLC 0.01% Reduce -18.5% 3,476 $279K
Wedmont Private Capital 0.01% New 3,520 $278K
Synovus Financial Corp. 0.00% No change 3,844 $278K
Flagship Harbor Advisors, LLC 0.01% Reduce -10.4% 3,822 $276K
White Knight Strategic Wealth Advisors, LLC 0.22% Reduce -0.8% 3,819 $276K
TD Waterhouse Canada Inc. 0.00% Reduce -65.3% 3,749 $275K
Financial Sense Advisors, Inc. 0.06% Reduce -13.3% 3,802 $275K
BCS Private Wealth Management, Inc. 0.10% New 3,765 $272K
Quadrant Capital Group LLC 0.01% Add +6.6% 3,746 $271K
Abich Financial Wealth Management LLC 0.10% — 3,721 $269K
Dynamic Advisor Solutions LLC 0.01% Add +2.8% 3,695 $267K
IHT Wealth Management, LLC 0.01% Reduce -0.9% 3,695 $267K
Interchange Capital Partners, LLC 0.05% New 3,690 $267K
Prosperity Consulting Group, LLC 0.01% Add +3.0% 3,653 $264K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -29.2% 3,626 $262K
Hartline Investment Corp./ 0.03% Reduce -6.9% 3,625 $262K
Index Fund Advisors, Inc. 0.01% Add +0.6% 3,619 $262K
Independent Wealth Network Inc. 0.08% Reduce -7.8% 3,616 $261K
AE Wealth Management LLC 0.00% Reduce -52.6% 3,599 $260K
Axxcess Wealth Management, LLC 0.01% Reduce -9.4% 3,585 $259K
Scotia Capital Inc. 0.00% Reduce -8.6% 3,552 $257K
Level Four Advisory Services, LLC 0.01% New 3,529 $255K
Covenant Asset Management, LLC 0.05% No change 3,515 $254K
Catalyst Funds Management Pty Ltd 0.04% Reduce -88.5% 3,500 $253K
Jacobi Capital Management LLC 0.02% No change 3,450 $249K
Quadcap Wealth Management, LLC 0.03% Reduce -46.8% 3,419 $247K
Farringdon Capital, Ltd. 0.06% New 3,408 $246K
Patton Fund Management, Inc. 0.04% New 3,386 $245K
Vantage Financial Partners, LLC 0.05% New 3,374 $244K
Harbor Investment Advisory, LLC 0.02% Reduce -10.6% 3,342 $242K
Soltis Investment Advisors LLC 0.02% Add +10.5% 3,334 $241K
Mascagni Wealth Management, Inc. 0.19% Reduce -1.5% 3,315 $240K
BXM Wealth LLC 0.23% New 3,305 $239K
Rehmann Capital Advisory Group 0.01% Add +2.5% 3,331 $233K
Cubist Systematic Strategies, LLC 0.00% New 3,223 $233K
Titleist Asset Management, LLC 0.02% Reduce -20.0% 3,213 $232K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -17.2% 3,212 $232K
Cornerstone Wealth Management, LLC 0.01% Reduce -6.9% 3,209 $232K
Aristeia Capital, L.L.C. 0.01% New 3,192 $231K
TD Private Client Wealth LLC 0.01% Add +1.9% 3,181 $230K
Kathmere Capital Management, LLC 0.02% Add +2.7% 3,180 $230K
HUB Investment Partners, LLC 0.01% New 3,179 $230K
Empower Advisory Group, LLC 0.00% Reduce -3.8% 3,173 $229K
Templeton & Phillips Capital Management, LLC 0.16% No change 3,103 $224K
Alta Advisers Ltd 0.07% No change 3,094 $224K
Plato Investment Management Ltd 0.02% Reduce -46.4% 3,102 $222K
Meridian Investment Counsel Inc. 0.05% No change 3,065 $222K
LeConte Wealth Management, LLC 0.15% New 3,053 $221K
Pinnacle Associates Ltd. 0.00% Add +2.2% 3,047 $220K
Inscription Capital, LLC 0.02% New 2,983 $216K
Meeder Advisory Services, Inc. 0.01% Reduce -25.5% 2,951 $213K
Westwood Wealth Management 0.08% Reduce -14.5% 2,950 $213K
Moneta Group Investment Advisors LLC 0.00% Reduce -1.7% 2,949 $213K
Assetmark, Inc. 0.00% Add +42.9% 2,947 $213K
GAMCO Investors 0.00% New 2,928 $212K
Fox Run Management, L.L.C. 0.03% New 2,910 $210K
Perennial Investment Advisors, LLC 0.02% Reduce -8.6% 2,898 $209K
Bridgewater Advisors Inc. 0.01% Add +2.7% 2,968 $209K
Glenmede Investment Management, LP 0.00% New 2,893 $209K
Ascentis Independent Advisors 0.04% New 2,886 $209K
Smith, Moore & Co. 0.02% Reduce -4.9% 2,885 $208K
Meridian Wealth Advisors, LLC 0.03% New 2,864 $207K
NovaPoint Capital, LLC 0.05% New 2,857 $206K
Quarry LP 0.05% New 2,853 $206K
West Family Investments, Inc. 0.05% New 2,821 $204K
National Philanthropic Trust 0.00% New 2,813 $203K
Silicon Valley Capital Partners 0.02% No change 2,802 $203K
Smartleaf Asset Management LLC 0.01% Add +107.5% 2,562 $193K
Wilmington Savings Fund Society, FSB 0.00% Reduce -36.0% 2,630 $190K
Corsicana & Co. 0.11% — 2,615 $189K
Cary Street Partners Financial LLC 0.00% New 2,576 $186K
Murphy & Mullick Capital Management Corp 0.14% Add +0.6% 2,558 $185K
CENTRAL TRUST Co 0.00% Reduce -31.0% 2,443 $177K
Rakuten Securities, Inc. 0.06% Reduce -2.6% 2,394 $173K
Financial Perspectives, Inc 0.05% No change 2,300 $166K
Larson Financial Group LLC 0.01% Add +103.0% 2,280 $165K
CX Institutional 0.00% Add +26.4% 2,162 $156K
Huntington National Bank 0.00% Add +71.0% 2,050 $148K
Marathon Trading Investment Management LLC 0.06% No change 2,022 $146K
Caz Investments LP 0.27% Reduce -23.1% 2,000 $145K
BOCHK Asset Management Ltd 0.04% New 2,000 $145K
Bokf, NA 0.00% Add +0.4% 1,963 $142K
Truvestments Capital LLC 0.02% Reduce -19.6% 1,907 $138K
Ostrum Asset Management 0.01% Reduce -3.0% 1,767 $128K
Fairman Group, LLC 0.10% Reduce -36.4% 1,750 $126K
NFSG Corp 0.02% Reduce -0.2% 1,750 $126K
Covestor Ltd 0.07% Reduce -23.6% 1,709 $124K
Center for Financial Planning, Inc. 0.01% Add +4.2% 1,700 $123K
Acadian Asset Management LLC 0.00% Reduce -55.8% 1,697 $122K
Versant Capital Management, Inc 0.02% Add +12.0% 1,685 $122K
CYBER HORNET ETFs LLC 0.07% New 1,576 $114K
Gen-Wealth Partners Inc 0.04% Add +6320.8% 1,541 $111K
Federated Hermes, Inc. 0.00% Add +94.6% 1,526 $110K
Sentry Investment Management LLC 0.07% New 1,359 $110K
Innovative Advisory Group, LLC 0.07% Reduce -1.4% 1,394 $101K
UMB Bank, n.a. 0.00% Add +18.0% 1,338 $97K
S-Bank Fund Management Ltd 0.01% Reduce -1.3% 1,331 $96K
Private Trust Co. NA 0.01% Reduce -4.1% 1,330 $96K
CoreCap Advisors, LLC 0.00% Add +4.8% 1,311 $95K
Brown Brothers Harriman & Co. 0.00% Add +1400.0% 1,305 $94K
MassMutual Private Wealth & Trust, FSB 0.00% Add +18.7% 1,300 $94K
Noble Wealth Management PBC 0.05% — 1,288 $93K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -2.0% 1,227 $89K
Whittier Trust Co. 0.00% Reduce -18.2% 1,150 $88K
MPWM Advisory Solutions, LLC 0.05% Reduce -66.2% 1,220 $88K
Spire Wealth Management 0.00% Add +1.2% 1,193 $86K
Bank of New Hampshire 0.02% Reduce -15.9% 1,190 $86K
Ameliora Wealth Management Ltd. 0.03% No change 1,153 $83K
Ameritas Advisory Services, LLC 0.01% Reduce -57.5% 1,140 $82K
Westside Investment Management, Inc. 0.01% Add +2.4% 1,122 $81K
Hantz Financial Services, Inc. 0.00% Add +25.4% 1,122 $81K
Johnson Financial Group, Inc. 0.00% Add +5.0% 1,102 $80K
Tripletail Wealth Management, LLC 0.09% New 1,000 $79K
LSV Asset Management 0.00% New 1,100 $79K
Blue Trust, Inc. 0.00% Add +31.8% 1,062 $77K
LGT Financial Advisors LLC 0.16% New 1,000 $72K
FNY Investment Advisers, LLC 0.02% Reduce -77.5% 1,000 $72K
GPS Wealth Strategies Group, LLC 0.01% Reduce -12.6% 959 $69K
Summit Securities Group LLC 0.02% New 948 $69K
Optimum Investment Advisors 0.03% Reduce -18.1% 925 $67K
Whittier Trust Co. of Nevada Inc. 0.00% Add +23.1% 853 $66K
City State Bank 0.02% Reduce -2.2% 905 $65K
Capital Advisors, Ltd. LLC 0.01% No change 903 $65K
Global Trust Asset Management, LLC 0.03% Add +1.2% 835 $60K
Golden State Wealth Management, LLC 0.01% Add +10.9% 811 $59K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +33.3% 800 $58K
Caldwell Trust Co 0.01% No change 800 $58K
CNB Bank 0.02% No change 746 $54K
Root Financial Partners, LLC 0.00% New 732 $53K
AdvisorNet Financial, Inc 0.00% Add +7.4% 722 $52K
Crewe Advisors LLC 0.00% Add +4.8% 706 $51K
Capital Analysts, LLC 0.00% Reduce -0.7% 708 $51K
Twin Lakes Capital Management, LLC 0.02% No change 679 $49K
Cullen/Frost Bankers, Inc. 0.00% Reduce -37.9% 663 $48K
Strategic Advocates LLC 0.01% New 648 $47K
Darwin Wealth Management, LLC 0.01% No change 632 $46K
Trust Co. of Vermont 0.00% No change 630 $46K
Asset Planning,Inc 0.03% No change 627 $45K
Aventura Private Wealth, LLC 0.02% Add +45.9% 626 $45K
Washington Trust Advisors, Inc. 0.00% Reduce -17.8% 624 $45K
Mizuho Securities Co. Ltd. 0.30% Reduce -63.5% 610 $44K
University of Texas/Texas Am Investment Management Co. 0.01% New 602 $44K
Deseret Mutual Benefit Administrators 0.02% Add +25.0% 600 $43K
Parkside Financial Bank & Trust 0.00% Add +25.0% 565 $41K
Mather Group, Llc. 0.00% New 549 $40K
EverSource Wealth Advisors, LLC 0.00% Add +59.0% 528 $38K
Rothschild Investment LLC 0.00% Add +59.7% 495 $36K
Sachetta, LLC 0.01% Add +223.8% 476 $34K
Toth Financial Advisory Corp. 0.00% No change 460 $33K
Sit Investment Associates Inc. 0.00% No change 450 $33K
Comprehensive Financial Planning, Inc. 0.02% No change 450 $33K
Ancora Advisors LLC 0.00% No change 445 $32K
Catalyst Capital Advisors LLC 0.00% New 434 $31K
RMG Wealth Management LLC 0.00% No change 400 $30K
Pilgrim Partners Asia Pte Ltd 0.01% — 420 $30K
Quent Capital, LLC 0.00% New 410 $30K
Cary Street Partners Investment Advisory LLC 0.01% New 387 $28K
Nemes Rush Group LLC 0.00% No change 383 $28K
City Holding Co. 0.00% Add +10.1% 380 $27K
Cromwell Holdings LLC 0.01% Add +295.7% 372 $27K
1620 Investment Advisors, Inc. 0.02% Reduce -8.4% 370 $27K
2UniFi Bank 0.01% No change 350 $25K
First United Bank & Trust 0.01% No change 350 $25K
LOM Asset Management Ltd 0.01% No change 340 $25K
Community Bank, N.A. 0.00% New 327 $24K
Rosenberg Matthew Hamilton 0.01% No change 325 $23K
Sound Income Strategies, LLC 0.00% No change 282 $23K
Clearstead Trust, LLC 0.00% Add +1.0% 309 $22K
Valley National Advisers Inc. 0.00% Add +1.6% 309 $22K
Costello Asset Management, INC 0.01% No change 300 $22K
NBT Bank, N.A. 0.00% No change 300 $22K
HM Payson & Co. 0.00% No change 300 $22K
Hurley Capital, LLC 0.01% Add +185.3% 291 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 286 $21K
SouthState Bank Corp 0.00% Reduce -33.7% 285 $21K
Tidemark, LLC 0.01% No change 276 $20K
CVA Family Office, LLC 0.00% Add +26.6% 271 $20K
Pinnacle Bancorp, Inc. 0.01% No change 264 $19K
Hemington Wealth Management 0.00% Add +21.9% 273 $19K
JPL Wealth Management, LLC 0.00% New 256 $19K
Addison Advisors LLC 0.00% No change 246 $18K
Lanark Financial, Inc. 0.00% Reduce -3.4% 230 $17K
Montag A & Associates Inc. 0.00% Add +7.7% 223 $16K
JFS Wealth Advisors, LLC 0.00% No change 214 $15K
Farmers & Merchants Investments Inc. 0.00% New 210 $15K
Hollencrest Capital Management 0.00% No change 206 $15K
TD Capital Management LLC 0.00% No change 205 $15K
Kilter Group LLC 0.01% Add +3.5% 204 $15K
Crowley Wealth Management, Inc. 0.01% No change 200 $14K
Wolff Wiese Magana LLC 0.01% New 200 $14K
PFS Partners, LLC 0.01% No change 200 $14K
Strategic Investment Solutions, Inc. 0.00% Add +293.5% 787 $14K
Tradewinds Capital Management, LLC 0.00% No change 200 $14K
IAG Wealth Partners, LLC 0.00% No change 200 $14K
Country Trust Bank 0.00% No change 200 $14K
Albion Financial Group 0.00% Add +1.0% 197 $14K
Nova Wealth Management, Inc. 0.01% Reduce -35.1% 196 $14K
Cornerstone Planning Group LLC 0.00% Add +22.4% 191 $14K
Key Financial Inc 0.00% Reduce -3.1% 187 $14K
Pineridge Advisors LLC 0.00% Add +133.3% 175 $13K
Brown, Lisle/Cummings, Inc. 0.00% No change 174 $13K
Rialto Wealth Management, LLC 0.00% Add +3.0% 173 $13K
Physician Wealth Advisors, Inc. 0.00% Add +150.7% 173 $13K
Anchor Investment Management, LLC 0.00% Reduce -36.6% 173 $13K
MV Capital Management, Inc. 0.00% Add +14.7% 172 $12K
Avion Wealth 0.00% Reduce -0.6% 172 $12K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 166 $12K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -94.7% 164 $12K
New England Capital Financial Advisors LLC 0.01% No change 162 $12K
Pin Oak Investment Advisors Inc. 0.01% New 155 $11K
Financial Consulate, Inc. 0.00% New 152 $11K
Gould Capital, LLC 0.01% No change 150 $11K
Game Plan Financial Advisors, LLC 0.01% Add +650.0% 150 $11K
Rakuten Investment Management, Inc. 0.00% — 454 $11K
S&T Bank 0.00% Add +487.5% 141 $10K
Smithfield Trust Co 0.00% Reduce -36.4% 140 $10K
Meeder Asset Management Inc. 0.00% Reduce -65.0% 131 $9K
Limestone Investment Advisors LP 0.00% New 126 $9K
Financial Network Wealth Advisors LLC 0.01% Add +49.4% 124 $9K
Fortitude Family Office, LLC 0.00% Add +1.6% 123 $9K
Howard Hughes Medical Institute 0.01% New 119 $9K
Salomon & Ludwin, LLC 0.00% New 111 $9K
Missouri Trust & Investment Co 0.00% No change 118 $9K
Asset Dedication, LLC 0.00% Reduce -32.2% 118 $9K
ORG Partners LLC 0.00% Add +17.0% 117 $8K
Activest Wealth Management 0.00% Add +21.1% 115 $8K
Vision Financial Markets LLC 0.01% No change 114 $8K
Access Investment Management LLC 0.00% No change 114 $8K
Accent Capital Management, LLC 0.00% New 113 $8K
Palisade Asset Management, LLC 0.00% New 111 $8K
GW&K Investment Management, LLC 0.00% Add +510.5% 116 $8K
Webster Bank, N. A. 0.00% New 110 $8K
Investment Research & Advisory Group, Inc. 0.00% No change 98 $8K
Global X Japan Co., Ltd. 0.00% Reduce -25.5% 108 $8K
Blume Capital Management, Inc. 0.00% No change 106 $8K
BNP Paribas 0.00% No change 104 $8K
Medallion Wealth Advisors, LLC 0.00% No change 103 $7K
Hoertkorn Richard Charles 0.00% No change 102 $7K
Horizon Financial Services, LLC 0.00% Reduce -66.7% 100 $7K
Central Pacific Bank - Trust Division 0.00% No change 100 $7K
McIlrath & Eck, LLC 0.00% No change 100 $7K
Bell Investment Advisors, Inc 0.00% Reduce -19.3% 96 $7K
Highline Wealth Partners LLC 0.00% Add +90.0% 95 $7K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 94 $7K
Archer Investment Corp 0.00% No change 94 $7K
Barrett & Company, Inc. 0.00% Add +80.0% 90 $7K
Vermillion & White Wealth Management Group, LLC 0.00% New 90 $7K
Hilltop National Bank 0.00% No change 90 $7K
Dogwood Wealth Management LLC 0.00% Add +157.6% 85 $6K
Ogorek Anthony Joseph /NY/ 0.00% Add +5.0% 84 $6K
T. Rowe Price Investment Management, Inc. 0.00% New 72 $6K
Boreal Capital Management LLC 0.01% No change 80 $6K
Fourth Dimension Wealth, LLC 0.00% Reduce -20.0% 80 $6K
Credit Industriel Et Commercial 0.00% Reduce -99.2% 78 $6K
Atlantic Edge Private Wealth Management, LLC 0.00% Add +50.0% 75 $5K
Rossby Financial, LCC 0.00% Add +160.7% 73 $5K
Islay Capital Management, LLC 0.00% No change 70 $5K
Clean Yield Group 0.00% No change 70 $5K
Kozak & Associates, Inc. 0.00% No change 85 $5K
Transamerica Financial Advisors, LLC 0.00% New 69 $5K
Manchester Capital Management LLC 0.00% Add +1260.0% 68 $5K
Park Place Capital Corp 0.00% Reduce -23.6% 68 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -50.4% 67 $5K
True Wealth Design, LLC 0.00% Add +17.9% 66 $5K
Marquette Asset Management, LLC 0.00% New 60 $4K
Bartlett & Co. Wealth Management LLC 0.00% New 60 $4K
Pflug Koory, LLC 0.00% No change 57 $4K
High Note Wealth, LLC 0.00% Add +12.0% 56 $4K
Financial Gravity Asset Management, Inc. 0.00% — 55 $4K
Hughes Financial Services, LLC 0.00% No change 56 $4K
Clayton Financial Group LLC 0.00% New 50 $4K
Hoey Investments, Inc. 0.00% No change 50 $4K
Bfsg, LLC 0.00% No change 50 $4K
Glen Eagle Advisors, LLC 0.00% No change 49 $4K
Heritage Wealth Advisors 0.00% No change 49 $4K
Abound Wealth Management 0.00% Add +206.7% 46 $3K
Stone House Investment Management, LLC 0.00% New 45 $3K
Bruce G. Allen Investments, LLC 0.00% No change 43 $3K
Global Wealth Strategies & Associates 0.00% No change 43 $3K
Raffa Wealth Management, LLC 0.00% Add +31.3% 42 $3K
CBIZ Investment Advisory Services, LLC 0.00% Add +82.6% 42 $3K
Cloud Capital Management, LLC 0.00% New 60 $3K
Hager Investment Management Services, LLC 0.00% No change 40 $3K
Perkins Coie Trust Co 0.00% New 40 $3K
Mma Asset Management LLC 0.00% New 38 $3K
Grove Bank & Trust 0.00% Reduce -48.0% 38 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 37 $3K
Bellevue Asset Management, LLC 0.00% No change 36 $3K
Binnacle Investments Inc 0.00% Add +45.8% 35 $3K
SWAN Capital LLC 0.00% New 35 $3K
Colonial Trust Advisors 0.00% No change 35 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 31 $2K
Elevation Wealth Partners, LLC 0.00% New 34 $2K
Steigerwald, Gordon & Koch Inc. 0.00% New 33 $2K
Foster Dykema Cabot & Partners, LLC 0.00% No change 33 $2K
IMG Wealth Management, Inc. 0.00% No change 31 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +34.8% 31 $2K
Tortoise Investment Management, LLC 0.00% Add +34.8% 31 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $2K
Guerra Advisors Inc 0.00% New 30 $2K
Manitou Investment Management Ltd. 0.00% New 29 $2K
WPG Advisers, LLC 0.00% No change 28 $2K
Tacita Capital Inc 0.00% No change 28 $2K
Colonial Trust Co / SC 0.00% Reduce -78.7% 27 $2K
Principia Wealth Advisory, LLC 0.00% Add +13.0% 26 $2K
Minot DeBlois Advisors LLC 0.00% No change 25 $2K
Family Legacy Financial Solutions, LLC 0.00% No change 25 $2K
CGC Financial Services, LLC 0.00% No change 25 $2K
Armstrong Advisory Group, Inc. 0.00% No change 25 $2K
IFS Advisors, LLC 0.00% No change 25 $2K
Aspect Partners, LLC 0.00% Reduce -72.5% 22 $2K
Grey Fox Wealth Advisors, LLC 0.00% New 22 $2K
Creative Financial Designs Inc. 0.00% Reduce -96.3% 22 $2K
Retirement Wealth Solutions LLC 0.00% New 21 $2K
TFC Financial Management, Inc. 0.00% Add +81.8% 20 $1K
Rise Advisors, LLC 0.00% New 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
Robbins Farley 0.00% No change 17 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 17 $1K
Dunhill Financial, LLC 0.00% Add +7.1% 15 $1K
Copia Wealth Management 0.00% No change 15 $1K
Robinswood Financial LLC 0.00% No change 15 $1K
Tompkins Financial Corp. 0.00% No change 15 $1K
Westfuller Advisors, LLC 0.00% New 14 $1K
HFM Investment Advisors, LLC 0.00% No change 14 $1K
GHP Investment Advisors, Inc. 0.00% No change 14 $1K
Bogart Wealth, LLC 0.00% Reduce -26.3% 14 $1K
American Capital Advisory, LLC 0.00% Reduce -7.1% 13 $940
PayPay Securities Corp 0.03% Add +30.0% 13 $904
Financial Life Planners 0.00% New 12 $868
WestEnd Advisors, LLC 0.00% New 12 $867
C M Bidwell & Associates Ltd. 0.00% No change 11 $795
Wealth Watch Advisors, INC 0.00% New 11 $795
First Horizon Corp. 0.00% — 11 $795
Cape Investment Advisory, Inc. 0.00% Reduce -92.1% 10 $723
Berkshire Capital Holdings Inc. 0.00% No change 10 $723
Quaker Wealth Management, LLC 0.00% No change 10 $723
Private Wealth Management Group, LLC 0.00% No change 10 $723
Independence Bank of Kentucky 0.00% Reduce -84.6% 10 $723
SJS Investment Consulting Inc. 0.00% No change 9 $652
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -38.5% 8 $579
Redwood Park Advisors LLC 0.00% New 8 $579
Ameriflex Group, Inc. 0.00% New 8 $578
Essential Partners LLC 0.00% New 8 $578
Thompson Investment Management, Inc. 0.00% Reduce -99.0% 8 $578
Kelleher Financial Advisors 0.00% New 7 $506
Financial Management Professionals, Inc. 0.00% Add +75.0% 7 $506
North Star Investment Management Corp. 0.00% New 7 $506
Turning Point Benefit Group, Inc. 0.00% New 6 $440
Seneschal Advisors, LLC 0.00% New 6 $434
Breakwater Investment Management 0.00% New 6 $434
Vermillion Wealth Management, Inc. 0.00% No change 6 $434
Tower View Wealth Management LLC 0.00% No change 5 $362
Pacific Center for Financial Services 0.00% No change 5 $362
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $362
Davis Capital Management 0.00% — 5 $361
Nvwm, LLC 0.00% New 5 $361
KERR FINANCIAL PLANNING Corp 0.00% — 6 $359
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $349
Prudent Man Investment Management, Inc. 0.00% No change 4 $340
DecisionPoint Financial, LLC 0.00% No change 4 $294
Accredited Wealth Management, LLC 0.00% Add +7550.0% 306 $290
Stephens Consulting, LLC 0.00% Reduce -84.6% 4 $290
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 4 $289
Pandora Wealth, Inc. 0.00% Reduce -71.4% 4 $289
IMA Advisory Services, Inc. 0.00% Add +33.3% 4 $289
Plante Moran Financial Advisors, LLC 0.00% New 3 $217
HHM Wealth Advisors, LLC 0.00% No change 3 $217
Concord Wealth Partners 0.00% No change 2 $145
Private Wealth Asset Management, LLC 0.00% No change 2 $145
AllSquare Wealth Management LLC 0.00% No change 1 $72
Front Row Advisors LLC 0.00% No change 1 $72
Core Alternative Capital 0.00% No change 1 $72
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.