BlockXYZ

13F holders, Q4 2025 (December 31)
1,032holders −3
94new positions
139sold out
11famous investors
$64.76avg. 13F price*

At the end of Q4 2025, 1,032 institutions reported holding Block Inc. (XYZ) in their 13F filings, down 3 from Q3 2025. 94 opened new positions and 139 sold out. The largest holders were Vanguard Group Inc. ($4.4B), T. Rowe Price Associates Inc. ($2.8B) and BlackRock, Inc. ($2.7B). 11 famous investors held it, including Cathie Wood (1.5% of ARK Investment Management's portfolio), Chase Coleman (1.4% of Tiger Global Management's portfolio) and Steve Cohen (0.3% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions94$392.2M
Exits139$327.3M

All 13F filers, Q3 2025 → Q4 2025: 34,119,983 shares bought and 39,566,578 shares sold, net −5,446,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,032 holders

Vanguard Group Inc. 0.06% Reduce -0.8% 67,111,793 $4.4B
T. Rowe Price Associates Inc. 0.30% Reduce -10.3% 43,093,016 $2.8B
BlackRock, Inc. 0.05% Add +4.0% 41,845,413 $2.7B
State Street Corp. 0.05% Add +0.6% 23,041,942 $1.5B
Morgan Stanley 0.07% Reduce -9.5% 18,178,700 $1.2B
Capital World Investors 0.14% Add +41.9% 16,023,441 $1.0B
Geode Capital Management, LLC 0.06% Add +0.5% 14,406,899 $934.1M
Baillie Gifford & Co. 0.53% Reduce -15.3% 9,875,845 $642.8M
Loomis Sayles & Co. L P 0.59% Reduce -2.6% 7,522,059 $489.6M
Norges Bank 0.05% — 7,441,802 $484.4M
Ameriprise Financial Inc. 0.09% Add +22.9% 6,374,967 $414.9M
Tiger Global Management 1.39% Add +43.9% 6,364,840 $414.3M
Sands Capital Management, LLC 1.17% Reduce -48.9% 5,929,883 $386.0M
FMR LLC 0.02% Add +9.4% 5,879,057 $382.7M
Wellington Management Group LLP 0.06% Add +12.6% 5,608,969 $365.1M
Bank of America Corp. 0.03% Reduce -10.6% 5,398,781 $351.4M
Invesco Ltd. 0.03% Add +40.3% 5,299,033 $344.9M
Dragoneer Investment Group, LLC 7.07% Reduce -24.0% 4,978,155 $324.0M
Contour Asset Management LLC 7.09% Add +30.4% 4,666,891 $303.8M
Northern Trust Corp. 0.04% Reduce -3.1% 4,480,407 $291.6M
Charles Schwab Investment Management Inc. 0.04% Add +3.3% 4,177,389 $271.9M
Carmignac Gestion 3.01% Add +78.3% 3,417,826 $222.5M
ARK Investment Management 1.46% Add +26.1% 3,371,456 $219.4M
Legal & General Group Plc 0.04% Reduce -1.0% 3,114,239 $202.7M
Point72 Asset Management 0.33% Reduce -31.7% 3,111,369 $202.5M
Dimensional Fund Advisors LP 0.04% Add +1.0% 3,108,876 $202.4M
UBS Group AG 0.04% Reduce -14.5% 3,086,575 $200.9M
Bank of New York Mellon Corp 0.03% Reduce -26.0% 3,040,651 $197.9M
Amova Asset Management Americas, Inc. 2.18% Add +2.5% 2,898,409 $188.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -3.6% 2,698,792 $175.7M
Hyperion Asset Management Ltd 4.82% Add +22.8% 2,652,520 $172.7M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -3.1% 2,599,467 $169.2M
Danica Pension, Livsforsikringsaktieselskab 2.03% Add +20.4% 2,158,976 $140.5M
Marshall Wace, LLP 0.13% Add +1.5% 2,069,210 $134.7M
PointState Capital LP 2.29% New 2,057,224 $133.9M
BNP Paribas Financial Markets 0.08% Add +29.2% 2,001,424 $130.3M
Goldman Sachs Group Inc. 0.02% Add +1.9% 1,978,885 $128.8M
Evergreen Quality Fund GP, Ltd. 2.40% No change 1,870,994 $121.8M
Deutsche Bank AG 0.04% Reduce -2.2% 1,765,434 $114.9M
FIL Ltd 0.08% Add +8.1% 1,699,815 $110.6M
Amundi 0.03% Add +46.8% 1,572,571 $102.4M
Nuveen, LLC 0.03% Reduce -0.5% 1,562,791 $101.7M
Swiss National Bank 0.06% Reduce -5.9% 1,505,986 $98.0M
Clearbridge Investments, LLC 0.08% Reduce -4.7% 1,477,895 $96.2M
Royal Bank of Canada 0.02% Add +105.1% 1,425,492 $92.8M
Barclays PLC 0.04% Add +2.9% 1,419,551 $92.4M
Bridgewater Associates 0.32% Add +960.9% 1,330,153 $86.6M
HSBC Holdings PLC 0.05% Add +13.2% 1,223,824 $79.7M
Ribbit Management Company, LLC 3.75% Add +5.0% 1,161,500 $75.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +5.3% 1,159,772 $75.6M
Van Eck Associates Corp. 0.06% Add +41.8% 1,142,773 $74.4M
a16z Capital Management, L.L.C. 4.19% No change 1,016,697 $66.2M
Citigroup Inc. 0.04% Add +28.2% 1,002,586 $65.3M
SC US (ttgp), LTD. 0.46% No change 990,778 $64.5M
Rhumbline Advisers 0.05% Reduce -2.0% 970,897 $63.2M
California Public Employees Retirement System 0.04% Add +0.3% 958,675 $62.4M
Balyasny Asset Management L.P. 0.12% Add +20.2% 927,496 $60.4M
Sumitomo Mitsui Financial Group, Inc. 1.05% Reduce -0.0% 908,216 $59.1M
Glenview Capital Management, LLC 1.18% Add +164.2% 851,493 $55.4M
American Century Companies Inc. 0.03% Add +11.6% 846,134 $55.1M
National Pension Service 0.04% Add +8.4% 833,124 $54.2M
California State Teachers Retirement System 0.05% Reduce -4.5% 824,065 $53.6M
Susquehanna International Group, LLP 0.07% Reduce -33.5% 770,011 $50.1M
Wells Fargo & Company 0.01% Reduce -16.9% 742,404 $48.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +1.0% 738,406 $48.1M
Russell Investments Group, Ltd. 0.05% Reduce -5.9% 729,997 $47.5M
Woodson Capital Management, LP 6.94% Add +53.3% 690,000 $44.9M
DekaBank Deutsche Girozentrale 0.08% No change 541,204 $44.3M
Principal Financial Group Inc. 0.02% Add +2.0% 624,907 $40.7M
Tidal Investments LLC 0.17% Add +6.2% 611,222 $39.8M
Raymond James Financial Inc. 0.01% Add +11.7% 610,343 $39.7M
JPMorgan Chase & Co. 0.00% Reduce -40.6% 588,505 $38.3M
Citadel Advisors 0.03% Reduce -85.7% 581,898 $37.9M
Bank of Montreal 0.02% Add +2.4% 579,564 $37.7M
Quantinno Capital Management LP 0.08% Add +6.7% 577,902 $37.6M
PFA Pension, Forsikringsaktieselskab 0.10% — 552,182 $36.2M
Alliancebernstein L.P. 0.01% Reduce -14.3% 555,793 $36.2M
Nan Shan Life Insurance Co., Ltd. 1.11% No change 555,340 $36.1M
Rockefeller Capital Management L.P. 0.06% Add +1.2% 536,268 $34.9M
Arrowstreet Capital, Limited Partnership 0.02% New 526,773 $34.3M
Gladstone Capital Management LLP 3.46% Reduce -26.9% 514,928 $33.5M
Meridiem Capital Partners LP 2.10% Add +82.7% 513,770 $33.4M
CANADA LIFE ASSURANCE Co 0.06% Add +9.8% 512,509 $33.4M
Moore Capital Management, LP 0.70% New 502,560 $32.7M
Adage Capital Partners Gp, L.L.C. 0.05% Add +13.3% 493,400 $32.1M
LPL Financial LLC 0.01% Reduce -7.3% 484,887 $31.6M
National Bank of Canada 0.03% Reduce -13.2% 472,866 $30.8M
State Board of Administration of Florida Retirement System 0.05% Reduce -6.5% 470,500 $30.6M
First Trust Advisors LP 0.02% Reduce -17.5% 437,687 $28.5M
Fernbridge Capital Management LP 1.39% New 435,815 $28.4M
TD Asset Management Inc 0.02% Reduce -7.8% 430,072 $28.0M
Jane Street Group, LLC 0.03% Add +586.1% 426,915 $27.8M
Aviva PLC 0.04% Add +4.4% 408,455 $26.6M
Cerity Partners LLC 0.04% Add +1507.7% 406,332 $26.4M
Aberdeen Group plc 0.04% Reduce -0.8% 399,551 $26.0M
Samlyn Capital, LLC 0.41% Reduce -23.8% 399,219 $26.0M
New York State Teachers Retirement System 0.05% Add +4.7% 392,537 $25.6M
Sei Investments Co. 0.02% Reduce -17.5% 382,590 $24.9M
Natixis Advisors, LLC 0.03% Reduce -7.0% 376,902 $24.5M
Baron Capital (BAMCO) 0.06% Reduce -24.3% 360,345 $23.5M
Syon Capital LLC 1.16% Reduce -8.7% 358,656 $23.3M
Massar Capital Management, LP 4.50% Add +270.3% 351,504 $22.9M
Erste Asset Management GmbH 0.19% Add +12.8% 340,000 $22.1M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Reduce -23.2% 339,906 $22.1M
Avory & Company, LLC 13.98% Reduce -5.8% 334,421 $21.8M
Twin Tree Management, LP 2.19% Add +101.6% 329,101 $21.4M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -26.8% 325,113 $21.2M
Canada Pension Plan Investment Board 0.01% Reduce -43.6% 324,486 $21.1M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.2% 317,718 $20.7M
Robeco Institutional Asset Management B.V. 0.03% Reduce -29.3% 316,176 $20.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +2.9% 313,208 $20.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.18% — 312,214 $20.3M
SG Americas Securities, LLC 0.03% Add +1281.9% 301,521 $19.6M
Gotham Asset Management 0.07% Add +104.2% 300,880 $19.6M
New York State Common Retirement Fund 0.03% Reduce -47.7% 299,802 $19.5M
Forsta Ap-Fonden 0.11% Add +2.2% 290,500 $18.9M
Mackenzie Financial Corp. 0.02% Add +20.4% 286,112 $18.7M
Freestone Grove Partners LP 0.14% New 287,093 $18.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +1.5% 286,928 $18.7M
Danske Bank A/S 0.04% Add +10.1% 285,256 $18.6M
State of Wisconsin Investment Board 0.04% Reduce -2.5% 284,675 $18.5M
State of Michigan Retirement System 0.09% Reduce -1.8% 284,646 $18.5M
Korea Investment CORP 0.04% Add +16.3% 280,972 $18.3M
Frontier Capital Management Co. LLC 0.19% Reduce -64.5% 280,638 $18.3M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.0% 279,210 $18.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -21.9% 277,869 $18.1M
Pictet Asset Management Holding SA 0.02% Add +5.6% 276,188 $18.0M
Prudential Financial Inc. 0.02% Reduce -11.8% 271,399 $17.7M
Royal London Asset Management Ltd. 0.04% Reduce -0.8% 270,971 $17.6M
Public Employees Retirement System of Ohio 0.05% Add +2.5% 253,321 $16.5M
Ilex Capital Partners (UK) LLP 0.46% New 252,579 $16.4M
Toronto Dominion Bank 0.03% Reduce -7.6% 241,770 $15.7M
APG Asset Management N.V. 0.04% Reduce -15.7% 282,731 $15.7M
STRS Ohio 0.06% Reduce -7.1% 230,512 $15.0M
Osborne Partners Capital Management, LLC 0.77% Add +11.0% 230,146 $15.0M
Asset Management One Co., Ltd. 0.04% Reduce -1.7% 226,832 $14.9M
Blair William & Co. 0.04% Reduce -17.4% 229,226 $14.9M
Advisors Asset Management, Inc. 0.25% Reduce -3.8% 225,482 $14.7M
Treasurer of the State of North Carolina 0.05% Reduce -8.5% 224,105 $14.6M
Envestnet Asset Management Inc. 0.00% Reduce -6.4% 221,168 $14.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -29.8% 218,527 $14.2M
Voya Investment Management LLC 0.02% Add +15.1% 206,000 $13.4M
Square Peg Capital PTY Ltd. 13.35% Add +0.8% 205,189 $13.4M
KLP Kapitalforvaltning As 0.05% Add +0.5% 204,700 $13.3M
Storebrand Asset Management As 0.03% Reduce -10.9% 199,115 $13.0M
State of New Jersey Common Pension Fund D 0.05% Reduce -1.5% 193,219 $12.6M
Brandywine Global Investment Management, LLC 0.08% New 189,650 $12.3M
Handelsbanken Fonder AB 0.04% Reduce -13.2% 188,451 $12.3M
Nishkama Capital, LLC 1.65% New 187,590 $12.2M
Walleye Capital LLC 0.07% Add +13.2% 187,088 $12.2M
Walleye Trading LLC 0.20% Reduce -9.7% 186,283 $12.1M
Nomura Asset Management Co. Ltd. 0.03% Add +0.3% 184,258 $12.0M
Philadelphia Financial Management of San Francisco, LLC 2.47% New 183,743 $12.0M
Beacon Pointe Advisors, LLC 0.08% Reduce -3.6% 183,289 $11.9M
Victory Capital Management Inc. 0.01% Add +5.4% 182,163 $11.9M
Rafferty Asset Management, LLC 0.04% Reduce -5.2% 180,951 $11.8M
ION Fund Management Ltd 1.49% — 180,000 $11.7M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -0.9% 175,132 $11.4M
State of Tennessee, Department of Treasury 0.04% Add +34.0% 187,466 $11.3M
Macquarie Group Ltd. 0.05% Add +52.6% 173,149 $11.3M
Cresset Asset Management, LLC 0.05% Add +0.9% 173,047 $11.3M
Ravenswood Partners LP 3.66% Add +1.3% 168,692 $11.0M
Resona Asset Management Co.,Ltd. 0.05% Reduce -4.7% 165,867 $10.8M
Millennium Management 0.01% Add +22.4% 164,945 $10.7M
US Bancorp \de 0.01% Reduce -62.0% 162,174 $10.6M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Reduce -10.6% 161,768 $10.5M
OMERS ADMINISTRATION Corp 0.07% Reduce -13.9% 159,714 $10.4M
Massachusetts Financial Services Co. 0.00% Reduce -90.5% 157,480 $10.3M
Ardmore Road Asset Management LP 0.77% Reduce -81.6% 156,546 $10.2M
Penserra Capital Management LLC 0.12% Reduce -8.5% 155,214 $10.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.69% Add +29.3% 153,541 $10.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Reduce -15.4% 151,814 $9.9M
Arizona State Retirement System 0.05% Reduce -7.8% 151,328 $9.8M
Varma Mutual Pension Insurance Co 0.06% Add +1.3% 149,525 $9.7M
Cibc World Market Inc. 0.02% Reduce -18.3% 146,487 $9.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -16.0% 146,172 $9.5M
Czech National Bank 0.06% Add +3.5% 144,412 $9.4M
Ensign Peak Advisors, Inc 0.02% Reduce -46.0% 141,764 $9.2M
Credit Agricole S A 0.03% Add +230.7% 141,255 $9.2M
MetLife Investment Management, LLC 0.04% Reduce -3.6% 140,621 $9.2M
Biondo Investment Advisors, LLC 1.10% Reduce -6.5% 139,733 $9.1M
IMC-Chicago, LLC 0.16% New 139,454 $9.1M
Vontobel Holding Ltd. 0.03% Add +18.6% 138,562 $9.0M
IFP Advisors, Inc 0.20% Add +267.1% 136,793 $8.9M
Ausdal Financial Partners, Inc. 0.41% Add +94.6% 136,381 $8.9M
CIBC Asset Management Inc 0.02% Add +67.3% 129,818 $8.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -3.5% 127,390 $8.3M
Stifel Financial Corp. 0.01% Reduce -36.0% 126,904 $8.3M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -7.0% 125,307 $8.2M
ProShare Advisors LLC 0.01% Add +11.7% 123,740 $8.1M
Liontrust Investment Partners LLP 0.12% Reduce -2.3% 123,225 $8.0M
Centiva Capital, LP 0.49% Add +456.1% 123,032 $8.0M
Schroder Investment Management Group 0.01% Reduce -50.4% 118,731 $7.7M
Retirement Systems of Alabama 0.02% Reduce -0.6% 116,508 $7.6M
Bourgeon Capital Management LLC 1.25% New 115,362 $7.5M
Whetstone Capital Advisors, LLC 2.34% New 115,354 $7.5M
Amalgamated Bank 0.05% Add +4.0% 114,558 $7.5M
Truist Financial Corp. 0.01% Add +0.2% 114,545 $7.5M
D. E. Shaw & Co. 0.01% New 113,200 $7.4M
Assenagon Asset Management S.A. 0.01% Reduce -52.3% 112,020 $7.3M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -2.1% 110,614 $7.2M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 110,000 $7.2M
Exchange Traded Concepts, LLC 0.06% Reduce -1.7% 109,548 $7.1M
Franklin Resources Inc. 0.00% Add +53.2% 108,467 $7.1M
DNB Asset Management AS 0.02% Add +1.9% 106,104 $6.9M
Groupe la Francaise 0.10% Reduce -0.2% 105,941 $6.9M
Longaeva Partners L.P. 0.82% New 104,842 $6.8M
IFM Investors Pty Ltd 0.06% Add +1.3% 103,864 $6.8M
Maytus Capital Management, LLC 1.59% Add +0.6% 103,500 $6.7M
Xponance LLC 0.05% Add +4.6% 102,547 $6.7M
Hudson Bay Capital Management LP 0.04% Add +961.0% 100,808 $6.6M
Pathstone Holdings, LLC 0.03% Add +5.7% 99,385 $6.5M
Sicart Associates LLC 1.71% Reduce -9.2% 98,974 $6.4M
QRG Capital Management, Inc. 0.07% Reduce -3.1% 97,739 $6.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +22.1% 97,363 $6.3M
ADAPT Investment Managers SA 1.28% Reduce -21.8% 97,114 $6.3M
AQR Capital Management 0.00% Reduce -28.9% 97,038 $6.3M
Vident Advisory, LLC 0.06% Add +33.1% 96,709 $6.3M
Nomura Holdings Inc. 0.02% Add +37.5% 96,130 $6.3M
St Germain D J Co. Inc. 0.24% Reduce -17.1% 96,105 $6.3M
USS Investment Management Ltd 0.03% Add +0.5% 95,497 $6.2M
Andra AP-fonden 0.08% Add +66.6% 95,300 $6.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.17% Add +0.5% 94,929 $6.2M
Fideuram Asset Management (Ireland) dac 0.49% — 93,516 $6.2M
Woodline Partners LP 0.02% Add +28.7% 93,477 $6.1M
Governors Lane LP 0.56% Reduce -21.3% 92,438 $6.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -4.6% 91,973 $6.0M
Cetera Investment Advisers 0.01% Reduce -11.7% 91,668 $6.0M
Marex Group Ltd 0.06% Add +88.1% 90,958 $5.9M
Harvest Portfolios Group Inc. 0.10% Add +54.1% 89,486 $5.8M
Utah Retirement Systems 0.06% Reduce -0.6% 89,457 $5.8M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -12.7% 88,900 $5.8M
Man Group plc 0.01% Add +34.4% 88,805 $5.8M
Daiwa Securities Group Inc. 0.02% Add +2.4% 88,462 $5.8M
KBC Group NV 0.01% Add +0.6% 87,037 $5.7M
Federation des caisses Desjardins du Quebec 0.02% Reduce -40.8% 85,911 $5.6M
Palidye Holdings (Caymans) Ltd 1.09% New 81,990 $5.3M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -7.4% 81,148 $5.3M
Public Sector Pension Investment Board 0.02% Add +41.0% 80,792 $5.3M
Bank of Nova Scotia 0.01% Add +9.1% 80,368 $5.2M
Lane Generational LLC 4.68% Add +25.6% 79,399 $5.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +10.6% 78,084 $5.1M
Allianz SE 0.06% No change 77,000 $5.0M
NEOS Investment Management LLC 0.03% Add +23.3% 76,913 $5.0M
Wellington Shields Capital Management, LLC 0.73% Add +7.5% 76,901 $5.0M
Ieq Capital, LLC 0.01% Reduce -18.4% 76,541 $5.0M
Cibc World Markets Corp. 0.02% — 76,251 $5.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.4% 75,538 $4.9M
Comerica Bank 0.02% Reduce -8.1% 75,482 $4.9M
Interval Partners, LP 0.11% Reduce -75.0% 75,373 $4.9M
Eurizon Capital SGR S.p.A. 0.02% — 75,227 $4.9M
New York Life Investment Management LLC 0.04% Add +0.6% 75,174 $4.9M
Sone Capital Management, LLC 0.39% New 74,466 $4.8M
SWS Partners 1.17% Add +69.8% 74,247 $4.8M
PEAK6 LLC 0.13% Reduce -27.1% 74,036 $4.8M
Swedbank AB 0.00% Reduce -1.3% 73,342 $4.8M
Rakuten Investment Management, Inc. 0.02% Add +15786.8% 72,126 $4.8M
NewEdge Advisors, LLC 0.02% Add +573.9% 72,465 $4.7M
Creative Planning 0.00% Reduce -11.5% 71,673 $4.7M
Osaic Holdings, Inc. 0.01% Reduce -16.7% 69,765 $4.5M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.0% 69,562 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -39.4% 62,294 $4.4M
Sanctuary Advisors, LLC 0.02% Reduce -6.2% 66,749 $4.3M
Janus Henderson Group PLC 0.00% Add +1.7% 66,486 $4.3M
Insight Wealth Strategies, LLC 0.49% Add +12.4% 65,930 $4.3M
Two Sigma Investments, LP 0.01% No change 65,400 $4.3M
Natixis 0.02% New 63,940 $4.2M
Commonwealth Equity Services, LLC 0.01% Reduce -69.0% 63,636 $4.1M
Oregon Public Employees Retirement Fund 0.05% Reduce -0.2% 62,683 $4.1M
GC Wealth Management RIA, LLC 0.15% Reduce -21.1% 61,523 $4.0M
OP Asset Management Ltd 0.05% Reduce -1.0% 60,619 $3.9M
Wealthfront Advisers LLC 0.01% Add +10.2% 59,502 $3.9M
O'shaughnessy Asset Management, LLC 0.02% Reduce -10.6% 59,482 $3.9M
San Luis Wealth Advisors LLC 0.64% Add +5.3% 58,875 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -1.3% 58,810 $3.8M
HighTower Advisors, LLC 0.00% Reduce -18.2% 58,315 $3.8M
Moran Wealth Management, LLC 0.12% Add +37.3% 57,651 $3.8M
UniSuper Management Pty Ltd 0.02% Add +2.6% 56,956 $3.7M
Motley Fool Asset Management LLC 0.14% Add +33.8% 56,532 $3.7M
Arkadios Wealth Advisors 0.07% Reduce -5.5% 55,746 $3.6M
Optas, LLC 0.57% Reduce -5.3% 55,692 $3.6M
Game Creek Capital, LP 1.37% Add +18.1% 55,500 $3.6M
Edgestream Partners, L.P. 0.10% New 55,217 $3.6M
Yousif Capital Management, LLC 0.04% Reduce -4.6% 57,248 $3.6M
State of Alaska, Department of Revenue 0.04% Reduce -7.5% 54,757 $3.6M
Nordea Investment Management AB 0.00% Add +5.0% 53,887 $3.5M
Accurate Wealth Management, LLC 0.44% Reduce -9.7% 49,727 $3.5M
XTX Topco Ltd 0.09% New 52,897 $3.4M
Spirepoint Private Client, LLC 0.33% No change 52,531 $3.4M
Public Employees Retirement Association of Colorado 0.01% No change 52,387 $3.4M
AIA Group Ltd 0.05% Add +23.3% 52,163 $3.4M
Vestmark Advisory Solutions, Inc. 0.05% Add +36.1% 51,810 $3.4M
Wilson Asset Management (international) PTY Ltd. 0.86% Reduce -4.8% 51,351 $3.3M
PNC Financial Services Group, Inc. 0.00% Reduce -7.4% 51,311 $3.3M
J. Goldman & Co LP 0.13% New 51,149 $3.3M
MML Investors Services, LLC 0.01% Add +9.9% 50,425 $3.3M
Quadrature Capital Ltd 0.03% New 50,140 $3.3M
Swiss Life Asset Management Ltd 0.02% Reduce -6.0% 49,381 $3.2M
Investment Management Corp of Ontario 0.04% Add +86.7% 48,686 $3.2M
Lido Advisors, LLC 0.01% Add +2.5% 44,847 $3.1M
Investment House LLC 0.15% Reduce -6.7% 47,893 $3.1M
Kovack Advisors, Inc. 0.15% Add +12.3% 47,434 $3.1M
Mawer Investment Management Ltd. 0.02% New 47,043 $3.1M
Gateway Investment Advisers LLC 0.03% Reduce -49.4% 46,878 $3.1M
Kestra Advisory Services, LLC 0.01% Reduce -7.1% 46,794 $3.0M
ASR Vermogensbeheer N.V. 0.03% Reduce -0.9% 45,371 $3.0M
Nisa Investment Advisors, LLC 0.01% Reduce -23.7% 45,271 $2.9M
Abn Amro Investment Solutions 0.04% Add +93.0% 44,196 $2.9M
Mercer Global Advisors Inc. 0.00% Reduce -4.9% 43,643 $2.8M
Pacer Advisors, Inc. 0.01% Reduce -25.9% 43,257 $2.8M
Vanguard Personalized Indexing Management, LLC 0.03% Add +0.6% 43,237 $2.8M
M&T Bank Corp 0.01% Add +27.9% 42,551 $2.8M
Allianz Asset Management GmbH 0.00% Reduce -30.4% 42,267 $2.8M
Fisher Funds Management LTD 0.07% No change 41,857 $2.7M
Banco Santander, S.A. 0.02% No change 41,614 $2.7M
SBI Securities Co., Ltd. 0.07% Add +0.1% 41,550 $2.7M
Mizuho Securities USA LLC 0.04% Reduce -0.4% 39,878 $2.7M
CastleKnight Management LP 0.15% Reduce -68.8% 40,000 $2.6M
Federated Hermes, Inc. 0.00% Add +2501.6% 39,701 $2.6M
Allstate Corp. 0.03% Add +91.9% 39,281 $2.6M
Palisade Capital Management, LP 0.08% Reduce -3.7% 37,227 $2.4M
Tocqueville Asset Management L.P. 0.04% Add +0.8% 37,078 $2.4M
Ethic Inc. 0.04% Reduce -4.0% 35,814 $2.3M
Lombard Odier Asset Management (Europe) Ltd 0.18% Add +2.1% 35,750 $2.3M
Prana Capital Management, LP 0.08% Add +113.2% 35,559 $2.3M
J. Stern & Co. LLP 0.20% Add +2040.0% 2,299,565 $2.3M
&partners 0.01% Reduce -0.9% 34,951 $2.3M
Candriam S.C.A. 0.01% Reduce -6.2% 34,444 $2.2M
Yoder Wealth Management, Inc. 1.02% Reduce -4.2% 34,350 $2.2M
Kentucky Retirement Systems 0.06% No change 34,190 $2.2M
Norinchukin Bank, The 0.03% Add +6.4% 34,163 $2.2M
Sterling Capital Management LLC 0.04% Add +0.3% 33,947 $2.2M
Group One Trading LLC 0.06% Add +35.7% 33,632 $2.2M
Gillson Capital LP 0.14% Reduce -86.5% 33,200 $2.2M
EP Wealth Advisors, LLC 0.01% — 33,120 $2.2M
Martin Capital Advisors, LLP 1.21% Reduce -0.9% 31,711 $2.1M
Hartford Investment Management Co. 0.06% Reduce -1.9% 31,540 $2.1M
Gator Capital Management, LLC 0.42% Add +113.8% 31,030 $2.0M
Greenland Capital Management LP 0.31% New 30,272 $2.0M
Intech Investment Management LLC 0.02% Add +15.4% 30,154 $2.0M
Rathbones Group PLC 0.01% Add +7.3% 29,891 $1.9M
Alamar Capital Management, LLC 1.07% Reduce -35.9% 29,815 $1.9M
Illinois Municipal Retirement Fund 0.02% Add +44.9% 29,398 $1.9M
Optiver Holding B.V. 0.03% New 28,952 $1.9M
Corient Private Wealth LP 0.00% Add +14.2% 28,945 $1.9M
Atria Investments, Inc 0.02% Reduce -14.5% 28,914 $1.9M
Louisiana State Employees Retirement System 0.03% Reduce -2.8% 28,000 $1.8M
Third View Private Wealth, LLC 0.24% — 27,847 $1.8M
Future Fund LLC 0.57% Reduce -5.1% 27,842 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.0% 27,615 $1.8M
TD Waterhouse Canada Inc. 0.01% Add +629.7% 27,358 $1.8M
Gulf International Bank (UK) Ltd 0.06% No change 27,339 $1.8M
Maryland State Retirement & Pension System 0.04% No change 27,148 $1.8M
Neuberger Berman Group LLC 0.00% Reduce -11.5% 26,831 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +53.4% 26,791 $1.7M
AG2R La Mondiale Gestion D'actifs 0.08% Add +13.3% 26,742 $1.7M
Great Lakes Advisors, LLC 0.01% Reduce -70.4% 26,433 $1.7M
Baird Financial Group, Inc. 0.00% Reduce -2.4% 26,385 $1.7M
Chicago Capital, LLC 0.04% Reduce -1.2% 26,356 $1.7M
GFG Capital, LLC 0.60% Reduce -27.3% 25,739 $1.7M
Convergence Investment Partners, LLC 0.33% New 25,705 $1.7M
ING Groep NV 0.01% Reduce -1.8% 25,279 $1.6M
New Mexico Educational Retirement Board 0.05% No change 25,100 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.6% 24,523 $1.6M
Employees Retirement System of Texas 0.02% No change 24,536 $1.6M
Shelton Capital Management 0.03% No change 24,505 $1.6M
Squarepoint Ops LLC 0.00% Reduce -78.1% 24,395 $1.6M
Private Advisor Group, LLC 0.01% Reduce -47.8% 23,815 $1.6M
Virtus Investment Advisers, LLC 0.42% Add +4.6% 23,790 $1.5M
Guggenheim Capital LLC 0.01% Add +4.4% 23,553 $1.5M
Graham Capital Management, L.P. 0.08% New 23,461 $1.5M
Captrust Financial Advisors 0.00% Add +7.7% 23,227 $1.5M
Weinberger Asset Management, Inc 0.53% Add +0.2% 22,683 $1.5M
Evanson Asset Management, LLC 0.08% No change 22,500 $1.5M
MUFG Securities EMEA plc 0.02% Add +113.4% 22,452 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +7.4% 22,388 $1.5M
Harbour Investments, Inc. 0.03% Reduce -4.0% 22,190 $1.4M
Jones Financial Companies LLLP 0.00% Add +4.7% 22,188 $1.4M
Insigneo Advisory Services, LLC 0.10% Add +93.7% 22,104 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.5% 21,650 $1.4M
Polianta Ltd 0.18% Add +9.1% 21,500 $1.4M
LGT Group Foundation 0.02% Add +13.3% 21,309 $1.4M
Kestra Private Wealth Services, LLC 0.02% Reduce -8.5% 21,125 $1.4M
Tower Research Capital LLC (TRC) 0.03% Add +22.0% 21,062 $1.4M
SP Asset Management LLC 0.11% Reduce -15.2% 20,957 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -34.9% 20,819 $1.4M
Concurrent Investment Advisors, LLC 0.01% Add +69.5% 19,551 $1.3M
Institute for Wealth Management, LLC. 0.13% Reduce -1.7% 19,481 $1.3M
Metis Global Partners, LLC 0.03% Reduce -6.1% 18,871 $1.2M
Old Mission Investment Co LLC 0.29% Add +19.8% 18,861 $1.2M
North Dakota State Investment Board 0.05% — 18,672 $1.2M
DB Fitzpatrick & Co, Inc 1.07% Reduce -9.6% 18,551 $1.2M
Teacher Retirement System of Texas 0.00% Reduce -74.9% 18,233 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% No change 18,157 $1.2M
Journey Retirement Planning & Investment Management LLC 0.24% — 18,064 $1.2M
Hennessy Advisors Inc. 0.04% Reduce -10.0% 18,000 $1.2M
LBP Am SA 0.01% Reduce -0.0% 17,998 $1.2M
Daiichi Life Insurance Co., Ltd. 0.03% No change 17,873 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 17,500 $1.1M
Douglass Winthrop Advisors, LLC 0.02% Reduce -1.4% 17,182 $1.1M
HB Wealth Management, LLC 0.01% Reduce -1.1% 17,087 $1.1M
Nicholas Wealth, LLC. 0.74% Add +11.1% 16,923 $1.1M
Dag Ventures, LLC 0.58% — 16,813 $1.1M
Nwam LLC 0.06% Add +7.5% 16,751 $1.1M
D.A. Davidson & Co. 0.01% Add +7.3% 16,730 $1.1M
Clear Street Group Inc. 0.01% Reduce -0.3% 16,656 $1.1M
Summit Trail Advisors, LLC 0.02% Add +2.3% 16,506 $1.1M
Focus Partners Wealth 0.00% Add +41.3% 16,034 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -22.8% 15,961 $1.0M
Equitable Holdings, Inc. 0.01% Reduce -9.9% 15,786 $1.0M
Oppenheimer & Co. Inc. 0.01% Reduce -21.6% 15,782 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -5.7% 15,469 $1.0M
Boomfish Wealth Group, LLC 0.53% Add +4.6% 15,271 $994K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.38% Reduce -57.3% 15,220 $991K
Silver Oak Securities, Incorporated 0.07% Reduce -2.9% 15,062 $987K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +1.4% 15,153 $986K
Panagora Asset Management Inc. 0.00% Reduce -75.4% 15,021 $978K
Eurizon Asset Management Hungary Ltd. 13.83% — 15,000 $976K
Schonfeld Strategic Advisors LLC 0.00% Reduce -92.0% 14,960 $974K
Securian Asset Management, Inc. 0.04% Reduce -43.9% 14,892 $969K
Benjamin Edwards Inc. 0.01% Add +33.2% 14,855 $967K
Mufg Securities Americas Inc. 0.06% Reduce -0.5% 14,754 $960K
Garrison Point Advisors, LLC 0.42% Reduce -3.4% 14,638 $953K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -82.0% 14,600 $950K
Kentucky Retirement Systems Insurance Trust Fund 0.06% No change 14,331 $933K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.03% — 14,237 $927K
Compound Planning, Inc. 0.03% Reduce -9.6% 14,037 $914K
NewEdge Wealth, LLC 0.01% Add +25.1% 14,019 $912K
McMillan Office, Inc. 0.11% — 14,014 $912K
Canada Post Corp Registered Pension Plan 0.03% Add +26.6% 13,880 $903K
Keel Point, LLC 0.05% Add +1.5% 13,796 $898K
Sepio Capital, LP 0.05% Reduce -9.7% 13,663 $889K
E. Ohman J:or Asset Management AB 0.02% New 13,624 $887K
U S Wealth Group, Llc. 0.58% Reduce -3.8% 13,515 $880K
Principal Securities, Inc. 0.01% Add +11.0% 13,463 $876K
Sequoia Financial Advisors, LLC 0.00% Add +20.9% 13,416 $873K
Alps Advisors Inc. 0.01% Add +13.9% 13,338 $868K
Horizon Investments, LLC 0.01% Add +0.9% 13,169 $857K
Cwm, LLC 0.00% Add +3.5% 13,088 $852K
Sompo Asset Management Co., Ltd. 0.14% Add +51.3% 12,970 $844K
Inceptionr LLC 0.23% Reduce -33.5% 12,948 $843K
Torrey Growth & Income Advisors 0.29% Add +15.3% 12,920 $841K
Kazazian Asset Management, LLC 0.88% Add +43.4% 12,913 $841K
Elo Mutual Pension Insurance Co 0.01% Reduce -57.3% 12,547 $817K
Osmosis Investment Management UK Ltd 0.02% — 12,477 $812K
Lombard Odier Asset Management (Switzerland) SA 0.03% Reduce -28.2% 12,458 $811K
Janney Montgomery Scott LLC 0.00% Reduce -8.9% 12,214 $795K
Y.D. More Investments Ltd 0.04% Reduce -48.2% 12,207 $795K
BNP Paribas 0.02% Add +11461.5% 12,024 $784K
United Capital Financial Advisors, LLC 0.00% Add +9.1% 12,024 $783K
Cantor Fitzgerald, L. P. 0.02% New 12,009 $782K
Vestcor Inc 0.02% No change 11,903 $775K
Siemens Fonds Invest GmbH 0.04% Add +12.6% 11,553 $757K
Stephens Inc. 0.01% Reduce -14.9% 11,595 $755K
Odyssean, LLC 0.54% — 11,469 $747K
Bahl & Gaynor LLC 0.00% No change 11,400 $742K
Crossmark Global Holdings, Inc. 0.01% Add +145.2% 11,392 $742K
Pursue Wealth Partners LLC 0.36% Reduce -61.4% 11,325 $737K
Quadrant Capital Group LLC 0.02% Add +200.1% 11,240 $732K
Finivi Inc. 0.42% Add +2.7% 11,174 $727K
Leonteq Securities AG 0.04% Add +16.8% 10,824 $705K
Edmond DE Rothschild Holding S.A. 0.01% Add +58.8% 10,800 $703K
Murphy, Middleton, Hinkle & Parker, Inc. 0.34% New 14,227 $700K
Forum Financial Management, LP 0.01% Reduce -0.1% 10,703 $697K
United Advisor Group, LLC 0.09% Reduce -13.6% 10,590 $689K
Aviance Capital Partners, LLC 0.08% Reduce -0.8% 10,405 $677K
Malaga Cove Capital, LLC 0.23% Add +65.8% 10,249 $667K
Intellectus Partners, LLC 0.13% Add +9.0% 10,183 $663K
Tema ETFs LLC 0.05% Add +27.0% 10,103 $658K
Bleakley Financial Group, LLC 0.01% New 10,028 $653K
Avanza Fonder AB 0.02% New 10,004 $651K
Centaurus Financial, Inc. 0.03% Reduce -57.4% 9,878 $643K
Sig Brokerage, LP 0.22% Reduce -39.0% 9,868 $642K
LCNB Corp. 0.21% Add +6.8% 9,856 $642K
Blueshift Asset Management, LLC 0.18% Add +89.6% 9,763 $635K
Balboa Wealth Partners 0.10% Reduce -21.2% 9,721 $633K
Compagnie Lombard Odier SCmA 0.01% Reduce -17.1% 9,711 $632K
PFG Investments, LLC 0.03% Reduce -41.2% 9,687 $631K
Raiffeisen Bank International AG 0.01% Reduce -5.7% 9,534 $625K
Globeflex Capital L P 0.09% No change 9,284 $604K
Independent Financial Group, LLC 0.01% Reduce -21.0% 9,112 $593K
Park Avenue Securities LLC 0.01% Reduce -16.6% 9,097 $592K
CIBC Private Wealth Group LLC 0.00% Reduce -18.4% 9,048 $589K
Independent Advisor Alliance 0.01% Reduce -19.7% 8,995 $585K
Capstone Investment Advisors, LLC 0.01% New 8,975 $584K
Laird Norton Wetherby Trust Company, LLC 0.01% New 8,786 $572K
Prudential PLC 0.00% No change 8,708 $567K
Spark Investment Management LLC 1.41% No change 8,700 $566K
Argonautica Private Wealth Management, Inc. 0.17% Reduce -2.3% 8,656 $563K
Harrell Investment Partners, LLC 0.13% Reduce -10.6% 8,643 $563K
TCW Group Inc. 0.00% New 8,610 $560K
Apollon Wealth Management, LLC 0.01% Add +3.9% 8,554 $557K
180 Wealth Advisors, LLC 0.06% Add +4.2% 8,542 $556K
Integrated Quantitative Investments LLC 0.12% New 8,443 $550K
Kingsview Wealth Management, LLC 0.01% New 8,375 $545K
Rosenblum Silverman Sutton S F Inc. 0.13% New 8,295 $540K
Stratos Wealth Advisors, LLC 0.03% Reduce -1.4% 8,184 $533K
Harvest Fund Management Co., Ltd 0.02% No change 6,810 $530K
Jefferies Financial Group Inc. 0.00% Add +9.9% 7,980 $519K
Fearless Solutions, LLC dba Best Invest 0.31% Add +3.1% 7,977 $519K
Sagespring Wealth Partners, LLC 0.01% Reduce -6.2% 7,971 $519K
Freestone Capital Holdings, LLC 0.02% Add +87.7% 7,957 $518K
FLC Capital Advisors 0.10% New 7,949 $517K
Sigma Planning Corp 0.01% Reduce -54.9% 7,934 $516K
Jasper Ridge Partners, L.P. 0.01% No change 7,927 $516K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -43.1% 7,917 $515K
Carson Advisory Inc. 0.27% Add +24.7% 7,835 $510K
Cache Advisors, LLC 0.06% Reduce -66.7% 7,830 $510K
Caprock Group, LLC 0.01% Reduce -87.1% 7,803 $508K
Advisory Services Network, LLC 0.01% Add +83.0% 7,780 $506K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -97.0% 7,739 $504K
Hamilton Capital Partners Inc. 0.02% Reduce -17.9% 7,720 $502K
Perigon Wealth Management, LLC 0.01% Add +2.7% 7,696 $501K
Avior Wealth Management, LLC 0.02% Add +3.3% 7,654 $498K
Portside Wealth Group, LLC 0.07% Add +16.2% 7,532 $490K
Geneos Wealth Management Inc. 0.01% Add +1.6% 7,497 $488K
Vise Technologies, Inc. 0.01% Reduce -2.2% 7,442 $484K
Banque Pictet & Cie SA 0.00% No change 7,400 $482K
AlphaQuest LLC 0.03% Add +24.2% 7,364 $479K
OV Management LLC 0.41% Reduce -1.5% 7,351 $478K
Parallel Advisors, LLC 0.01% Add +38.8% 7,340 $478K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +1.8% 7,314 $476K
Knollwood Investment Advisory, LLC 0.04% No change 7,306 $476K
Doliver Advisors, LP 0.12% Add +25.9% 7,304 $475K
Farther Finance Advisors, LLC 0.01% Reduce -4.2% 7,134 $464K
Intact Investment Management Inc. 0.01% New 7,100 $462K
Aaron Wealth Advisors LLC 0.03% Reduce -7.8% 7,080 $461K
Hunting Hill Global Capital, LLC 0.46% Reduce -53.3% 7,050 $459K
Callan Family Office, LLC 0.01% Add +12.0% 7,049 $459K
Mgo One Seven LLC 0.01% Add +47.1% 6,941 $452K
Nilsine Partners, LLC 0.04% Add +4.1% 6,936 $451K
Impact Partnership Wealth, LLC 0.06% Add +44.5% 6,862 $447K
Prospera Financial Services Inc 0.01% Reduce -50.4% 6,823 $444K
DRW Securities, LLC 0.03% Reduce -20.6% 6,815 $444K
Oak Thistle LLC 0.06% Reduce -83.0% 6,795 $442K
Ulland Investment Advisors, LLC 0.35% Add +38.3% 6,628 $431K
GTS Securities LLC 0.01% Reduce -71.6% 6,534 $425K
Brown Advisory Inc. 0.00% Reduce -6.8% 6,527 $425K
Jamison Private Wealth Management, Inc. 0.05% Reduce -12.2% 6,519 $424K
Ballentine Partners, LLC 0.01% Reduce -6.3% 6,490 $422K
CI Investments Inc. 0.00% Add +0.2% 6,446 $420K
BCS Private Wealth Management, Inc. 0.14% Add +68.4% 6,340 $413K
NorthRock Partners, LLC 0.01% Reduce -31.7% 6,336 $412K
CMT Capital Markets Trading GmbH 0.27% Add +19.8% 6,300 $410K
Salem Investment Counselors Inc. 0.01% Add +8.1% 6,289 $409K
Painted Porch Advisors LLC 0.16% Add +0.9% 6,225 $405K
V-Square Quantitative Management LLC 0.04% New 6,207 $404K
State of Wyoming 0.04% New 6,178 $402K
Gen-Wealth Partners Inc 0.13% Add +300.5% 6,172 $402K
Ascentis Independent Advisors 0.06% Add +113.6% 6,164 $401K
Evergreen Capital Management LLC 0.01% Add +50.3% 6,136 $399K
Wedbush Securities Inc. 0.01% Reduce -29.5% 6,134 $399K
Robertson Stephens Wealth Management, LLC 0.01% Add +39.5% 6,089 $396K
Signaturefd, LLC 0.01% Reduce -2.9% 6,085 $396K
Carter Financial Group, INC. 0.23% Reduce -3.1% 6,079 $396K
Stratos Wealth Partners, LTD. 0.00% Reduce -13.7% 6,017 $392K
Brooklands Fund Management Ltd 0.21% — 6,438 $389K
Atlantic Union Bankshares Corp 0.01% Add +0.7% 5,929 $386K
Fifth Third Bancorp 0.00% Add +16.0% 5,894 $384K
Global Retirement Partners, LLC 0.01% Add +32.3% 5,733 $373K
Ares Systematic Credit Ltd 1.44% — 5,726 $373K
South Dakota Investment Council 0.01% Reduce -9.5% 5,700 $371K
Key Client Fiduciary Advisors, LLC 0.13% Reduce -27.5% 5,698 $371K
Profund Advisors LLC 0.01% Reduce -23.7% 5,698 $371K
AE Wealth Management LLC 0.00% Add +56.7% 5,641 $367K
Choreo, LLC 0.00% Reduce -0.2% 5,567 $365K
Orion Porfolio Solutions, LLC 0.00% Add +9.2% 5,578 $363K
Powell Investment Advisors, LLC 0.12% Reduce -0.7% 5,527 $360K
Atlas Capital Advisors Inc. 0.04% — 5,487 $357K
Prasad Wealth Partners, LLC 0.10% Reduce -5.1% 5,471 $356K
Wealthspire Advisors, LLC 0.00% Add +19.3% 5,436 $354K
Keudell/Morrison Wealth Management 0.07% — 5,395 $351K
HUB Investment Partners, LLC 0.01% Add +69.0% 5,374 $350K
Premier Path Wealth Partners, LLC 0.04% Reduce -17.4% 5,347 $348K
Vista Investment Partners Ii, LLC 0.15% Add +0.2% 5,345 $348K
Cigna Investments Inc. 0.05% Reduce -1.9% 5,323 $347K
Cim Investment Management Inc. 0.09% No change 5,301 $345K
Ellevest, Inc. 0.05% Add +4.9% 5,288 $344K
Merit Financial Group, LLC 0.00% Add +3.7% 5,270 $343K
Rahlfs Capital, LLC 0.27% Reduce -7.9% 5,258 $342K
Allworth Financial LP 0.00% Reduce -1.5% 5,254 $342K
JB Capital LLC 0.01% Reduce -15.4% 5,216 $340K
Foundations Investment Advisors, LLC 0.00% Reduce -50.0% 5,159 $336K
Snowden Capital Advisors LLC 0.01% Reduce -24.4% 5,129 $334K
Avidian Wealth Enterprises, LLC 0.01% Add +6.5% 5,049 $329K
Wedmont Private Capital 0.01% Add +30.4% 4,592 $328K
Earned Wealth Advisors, LLC 0.02% New 5,028 $327K
Legato Capital Management LLC 0.03% New 5,020 $327K
Ameritas Investment Partners, Inc. 0.01% No change 5,009 $326K
American Assets Investment Management, LLC 0.02% No change 5,000 $325K
Fifth Third Wealth Advisors LLC 0.01% Reduce -10.3% 4,979 $324K
Wesbanco Bank Inc. 0.01% Reduce -5.6% 4,966 $323K
OneDigital Investment Advisors LLC 0.00% Reduce -6.6% 4,943 $322K
Mirabella Financial Services LLP 0.03% New 4,938 $321K
Commerce Bank 0.00% Reduce -7.8% 4,927 $321K
Greenleaf Trust 0.00% Reduce -3.1% 4,886 $318K
Aigen Investment Management, LP 0.07% New 4,882 $318K
Mindset Wealth Management, LLC 0.08% Add +16.6% 4,875 $317K
Viawealth, LLC 0.18% Reduce -3.2% 4,857 $316K
GAMMA Investing LLC 0.02% Add +10.5% 4,837 $315K
JBGlobal.com LLC 0.39% Reduce -17.6% 4,808 $313K
KRS Capital Management, LLC 0.18% Reduce -16.8% 4,795 $312K
Fisher Asset Management 0.00% Add +1.1% 4,782 $311K
Ashton Thomas Securities, LLC 0.06% Add +1.3% 4,728 $308K
Acorn Financial Advisory Services Inc. 0.04% Reduce -33.6% 4,677 $304K
Focus Financial Network, Inc. 0.01% Reduce -31.2% 4,650 $303K
Wellington Grp LLC 0.10% — 4,639 $302K
Jump Financial, LLC 0.00% Reduce -79.5% 4,617 $301K
Icon Wealth Advisors, LLC 0.02% Add +5.9% 4,609 $300K
Twin Focus Capital Partners, LLC 0.03% No change 4,600 $299K
MAI Capital Management 0.00% Add +13.7% 4,744 $299K
Realta Investment Advisors 0.10% Reduce -12.0% 4,564 $297K
Bradley Foster & Sargent Inc. 0.00% No change 4,533 $295K
Grant Private Wealth Management Inc 0.18% Reduce -18.1% 4,522 $294K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -26.4% 4,493 $292K
Howard Capital Management, LLC 0.00% Add +0.5% 4,462 $290K
Axxcess Wealth Management, LLC 0.01% Add +24.2% 4,454 $290K
Profit Investment Management, LLC 1.17% Reduce -9.4% 4,428 $288K
CHICAGO TRUST Co NA 0.05% Reduce -48.4% 4,420 $288K
Brooklyn Investment Group 0.01% New 4,348 $287K
Everhart Financial Group, Inc. 0.03% Add +5.2% 4,339 $282K
Entropy Technologies, LP 0.02% New 4,333 $282K
Savant Capital, LLC 0.00% Reduce -17.8% 4,332 $282K
Beese Fulmer Investment Management, Inc. 0.02% New 4,296 $280K
Carlson Financial, Inc. 0.16% — 4,280 $279K
Conway Capital Management, Inc. 0.12% No change 4,270 $278K
Mutual Advisors, LLC 0.01% Reduce -12.6% 4,229 $275K
Quantum Portfolio Management LLC 0.12% Reduce -36.8% 4,205 $274K
AlphaGrep UK Ltd 0.09% — 4,178 $272K
Alliance Wealth Advisors, LLC 0.06% Reduce -20.4% 4,115 $268K
Evoke Wealth, LLC 0.01% Reduce -33.6% 4,108 $267K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +0.7% 4,094 $266K
Tobam 0.07% Reduce -69.3% 4,080 $266K
MCF Advisors LLC 0.01% Add +0.1% 4,052 $264K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 4,049 $264K
Sowell Financial Services LLC 0.01% Reduce -16.5% 4,047 $263K
Pitti Group Wealth Management, LLC 0.22% Add +0.6% 4,038 $263K
Capital Investment Advisory Services, LLC 0.02% Reduce -1.7% 3,987 $260K
Chaney Capital Management, Inc. 0.09% No change 3,970 $258K
Cardiff Park Advisors, LLC 0.02% No change 3,964 $258K
Kingswood Wealth Advisors, LLC 0.01% Reduce -3.1% 3,892 $253K
Assetmark, Inc. 0.00% Add +31.8% 3,885 $253K
HighPoint Advisor Group LLC 0.01% Reduce -3.2% 3,828 $249K
Financial Sense Advisors, Inc. 0.05% No change 3,802 $247K
Secure Asset Management, LLC 0.04% Reduce -1.3% 3,800 $247K
Smartleaf Asset Management LLC 0.01% Add +46.9% 3,764 $247K
Legacy Financial Advisors, Inc. 0.03% Reduce -4.1% 3,775 $246K
Verition Fund Management LLC 0.00% Reduce -75.6% 3,772 $246K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -10.2% 3,770 $245K
Prosperity Consulting Group, LLC 0.01% Add +3.1% 3,766 $245K
Arax Advisory Partners 0.01% New 3,741 $244K
Lazari Capital Management, Inc. 0.08% Reduce -13.3% 3,735 $243K
OpenArc Corporate Advisory, LLC 0.00% — 3,724 $242K
Wealthcare Advisory Partners LLC 0.00% Reduce -5.3% 3,708 $241K
Cambria Investment Management, L.P. 0.01% New 3,684 $240K
Western Wealth Management, LLC 0.01% Reduce -17.9% 3,675 $239K
Patton Fund Management, Inc. 0.03% Add +8.5% 3,674 $239K
IHT Wealth Management, LLC 0.01% Reduce -1.2% 3,649 $237K
Bessemer Group Inc. 0.00% Reduce -99.7% 3,631 $237K
AssuredPartners Investment Advisors, LLC 0.04% Reduce -7.2% 3,635 $237K
Clear Harbor Asset Management, LLC 0.02% New 3,631 $236K
Independent Wealth Network Inc. 0.07% Add +0.3% 3,626 $236K
Index Fund Advisors, Inc. 0.01% Reduce -0.2% 3,611 $235K
Addison Capital Co 0.06% Reduce -9.2% 3,603 $235K
Chicago Partners Investment Group LLC 0.01% Add +0.9% 3,507 $234K
Savvy Advisors, Inc. 0.01% Reduce -8.0% 3,584 $233K
Moneta Group Investment Advisors LLC 0.00% Add +21.3% 3,578 $233K
World Investment Advisors 0.00% New 3,538 $230K
Westpac Banking Corp. 0.01% Reduce -92.6% 3,529 $230K
Glenmede Trust Co. NA 0.00% — 3,518 $229K
Walser Wealth Management Company, A Ltd Liability Co 0.12% — 3,517 $229K
Gsa Capital Partners LLP 0.02% Reduce -74.5% 3,486 $227K
LeConte Wealth Management, LLC 0.15% Add +14.1% 3,483 $227K
Moors & Cabot, Inc. 0.01% Reduce -16.3% 3,473 $226K
Lighthouse Investment Partners, LLC 0.01% New 3,468 $226K
Stonekeep Investments, LLC 0.14% Reduce -30.7% 3,440 $224K
StoneX Group Inc. 0.01% Reduce -65.8% 3,413 $223K
Sargent Investment Group, LLC 0.03% New 3,430 $223K
GWN Securities Inc. 0.04% New 3,416 $222K
Integrity Alliance, Llc. 0.01% New 3,409 $222K
Norden Group LLC 0.02% New 3,407 $222K
Brown Brothers Harriman & Co. 0.00% Add +161.0% 3,406 $222K
Inspire Advisors, LLC 0.02% New 3,401 $221K
Jacobi Capital Management LLC 0.01% Reduce -2.2% 3,374 $220K
Quadcap Wealth Management, LLC 0.03% Reduce -1.4% 3,373 $220K
SageGuard Financial Group, LLC 0.03% — 3,364 $219K
GLOBALT Investments LLC / GA 0.01% Reduce -61.3% 3,360 $219K
Soltis Investment Advisors LLC 0.01% Reduce -0.0% 3,333 $217K
Claro Advisors Inc. 0.03% New 3,332 $217K
First Financial Bankshares Inc 0.00% Reduce -27.9% 3,289 $214K
Scotia Capital Inc. 0.00% Reduce -7.4% 3,289 $214K
Mascagni Wealth Management, Inc. 0.16% Reduce -1.3% 3,273 $213K
TD Private Client Wealth LLC 0.00% Add +2.0% 3,244 $211K
Harbor Investment Advisory, LLC 0.02% Reduce -3.0% 3,240 $211K
Aristeia Capital, L.L.C. 0.01% Add +1.1% 3,226 $210K
Cornerstone Wealth Management, LLC 0.01% Reduce -0.8% 3,182 $207K
Picton Mahoney Asset Management 0.00% New 3,180 $207K
MBA Advisors LLC 0.08% Reduce -49.5% 3,179 $207K
Kathmere Capital Management, LLC 0.01% Reduce -0.3% 3,170 $206K
Fieldview Capital Management, LLC 0.04% New 3,167 $206K
Dockside LLC 0.05% — 3,139 $204K
Plato Investment Management Ltd 0.01% No change 3,102 $203K
Coldstream Capital Management Inc. 0.00% Reduce -22.3% 3,104 $202K
Militia Capital Partners, LP 0.08% Reduce -83.1% 3,100 $202K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -14.8% 3,091 $201K
Grove Bank & Trust 0.02% Add +7781.6% 2,995 $195K
Clearstead Advisors, LLC 0.00% Reduce -33.5% 2,971 $193K
Dara Capital Us, Inc. 0.17% — 2,904 $189K
CX Institutional 0.01% Add +31.4% 2,841 $185K
Wolverine Asset Management LLC 0.01% New 2,794 $182K
Los Angeles Capital Management LLC 0.00% New 2,398 $177K
AdvisorNet Financial, Inc 0.01% Add +277.0% 2,722 $177K
Cary Street Partners Financial LLC 0.00% Add +5.1% 2,708 $176K
Sunbelt Securities, Inc. 0.01% Reduce -38.2% 2,670 $174K
Corsicana & Co. 0.09% Reduce -1.5% 2,575 $168K
Huntington National Bank 0.00% Add +19.0% 2,440 $159K
Lazard Asset Management LLC 0.00% Reduce -71.8% 2,428 $158K
Financial Perspectives, Inc 0.04% No change 2,300 $150K
Flagship Harbor Advisors, LLC 0.01% Reduce -40.6% 2,269 $148K
Wilmington Savings Fund Society, FSB 0.00% Reduce -13.8% 2,267 $148K
Inspire Investing, LLC 0.01% New 2,065 $134K
Murphy & Mullick Capital Management Corp 0.10% Reduce -19.4% 2,061 $134K
Larson Financial Group LLC 0.00% Reduce -10.7% 2,036 $133K
CENTRAL TRUST Co 0.00% Reduce -18.3% 1,996 $130K
Bayforest Capital Ltd 0.10% Reduce -52.9% 1,975 $129K
Rakuten Securities, Inc. 0.04% Reduce -22.1% 1,865 $121K
Hantz Financial Services, Inc. 0.00% Add +61.8% 1,815 $118K
Truvestments Capital LLC 0.02% Reduce -5.7% 1,799 $117K
CoreCap Advisors, LLC 0.00% Add +37.2% 1,799 $117K
Fairman Group, LLC 0.09% No change 1,750 $114K
NFSG Corp 0.02% Reduce -1.1% 1,730 $113K
Spire Wealth Management 0.00% Add +43.4% 1,711 $111K
Covestor Ltd 0.06% Reduce -0.6% 1,698 $111K
Center for Financial Planning, Inc. 0.01% No change 1,700 $111K
CYBER HORNET ETFs LLC 0.06% Add +5.3% 1,659 $108K
Versant Capital Management, Inc 0.01% Reduce -2.8% 1,638 $107K
Banque Cantonale Vaudoise 0.00% Reduce -81.6% 1,596 $104K
Bokf, NA 0.00% Reduce -21.1% 1,548 $101K
Garner Asset Management Corp 0.04% New 1,495 $97K
EFG International AG 0.00% — 1,456 $95K
Innovative Advisory Group, LLC 0.06% No change 1,394 $91K
UMB Bank, n.a. 0.00% Add +3.7% 1,387 $90K
Sentry Investment Management LLC 0.06% No change 1,359 $88K
Ostrum Asset Management 0.00% Reduce -24.9% 1,327 $86K
Private Trust Co. NA 0.01% Reduce -0.8% 1,320 $86K
Noble Wealth Management PBC 0.04% No change 1,288 $84K
Silicon Valley Capital Partners 0.01% Reduce -57.1% 1,202 $78K
Cromwell Holdings LLC 0.04% Add +223.1% 1,202 $78K
Whittier Trust Co. 0.00% Reduce -3.2% 1,113 $78K
SHP Wealth Management 0.01% — 1,196 $78K
Bank of New Hampshire 0.02% No change 1,190 $77K
EMC Capital Management 0.03% New 1,100 $77K
LSV Asset Management 0.00% No change 1,100 $72K
Blue Trust, Inc. 0.00% Add +2.7% 1,091 $71K
S-Bank Fund Management Ltd 0.01% Reduce -20.4% 1,059 $69K
J.Safra Asset Management Corp 0.00% New 1,050 $68K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -21.3% 1,023 $67K
LGT Financial Advisors LLC 0.40% No change 1,000 $65K
Caz Investments LP 0.11% Reduce -50.0% 1,000 $65K
Morton Brown Family Wealth, LLC 0.02% New 1,000 $65K
DV Trading LLC 0.01% — 1,000 $65K
Ameliora Wealth Management Ltd. 0.02% Reduce -15.6% 973 $63K
DV Equities, LLC 0.01% — 925 $60K
Capital Advisors, Ltd. LLC 0.01% Add +0.2% 905 $59K
Board of the Pension Protection Fund 0.06% Reduce -79.1% 900 $59K
Westside Investment Management, Inc. 0.01% Reduce -24.9% 843 $55K
Quattro Advisors LLC 0.04% — 841 $55K
Summit Securities Group LLC 0.01% Reduce -14.3% 812 $53K
City State Bank 0.01% Reduce -11.1% 805 $52K
Cullen/Frost Bankers, Inc. 0.00% Add +21.4% 805 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 800 $52K
Caldwell Trust Co 0.00% No change 800 $52K
Reflection Asset Management 0.04% — 767 $50K
CVA Family Office, LLC 0.01% Add +182.7% 766 $50K
CNB Bank 0.02% No change 746 $49K
Navalign, LLC 0.01% New 745 $48K
Crewe Advisors LLC 0.00% Add +2.5% 724 $47K
Deseret Mutual Benefit Administrators 0.02% Add +18.5% 711 $46K
Root Financial Partners, LLC 0.00% Reduce -2.9% 711 $46K
EverSource Wealth Advisors, LLC 0.00% Add +33.9% 707 $46K
Capital Analysts, LLC 0.00% No change 708 $46K
Washington Trust Advisors, Inc. 0.00% Add +9.6% 684 $45K
Twin Lakes Capital Management, LLC 0.02% Reduce -0.7% 674 $44K
Osbon Capital Management LLC 0.04% — 660 $43K
Golden State Wealth Management, LLC 0.00% Reduce -19.0% 657 $43K
Trust Co. of Vermont 0.00% Add +3.3% 651 $42K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -29.5% 601 $42K
Darwin Wealth Management, LLC 0.01% No change 632 $41K
Asset Planning,Inc 0.03% No change 627 $41K
Cary Street Partners Investment Advisory LLC 0.01% Add +57.6% 610 $40K
Generali Asset Management SPA SGR 0.00% Reduce -95.6% 608 $40K
CDKV Holdings LLC 0.03% — 595 $39K
Basecamp Wealth Advisors LLC 0.01% — 593 $39K
Rothschild Investment LLC 0.00% Add +18.4% 586 $38K
Parkside Financial Bank & Trust 0.00% Add +1.1% 571 $37K
Tripletail Wealth Management, LLC 0.04% Reduce -50.0% 500 $33K
Rachor Investment Advisory Services, LLC 0.02% — 490 $32K
Comprehensive Financial Planning, Inc. 0.02% No change 450 $29K
Sound Income Strategies, LLC 0.00% Add +57.1% 443 $29K
Sit Investment Associates Inc. 0.00% No change 450 $29K
Quarry LP 0.00% Reduce -85.1% 425 $28K
SageView Advisory Group, LLC 0.00% New 415 $27K
Ancora Advisors LLC 0.00% Reduce -10.1% 400 $26K
RMG Wealth Management LLC 0.00% No change 400 $26K
1620 Investment Advisors, Inc. 0.02% Reduce -2.7% 360 $23K
Zions Bancorporation, National Association 0.00% Reduce -94.3% 354 $23K
2UniFi Bank 0.01% No change 350 $23K
First United Bank & Trust 0.01% No change 350 $23K
Sachetta, LLC 0.01% Reduce -28.1% 342 $22K
MPWM Advisory Solutions, LLC 0.01% Reduce -72.1% 340 $22K
LOM Asset Management Ltd 0.01% No change 340 $22K
Clearstead Trust, LLC 0.00% Add +7.8% 333 $22K
Aventura Private Wealth, LLC 0.01% Reduce -47.1% 331 $22K
Quent Capital, LLC 0.00% Reduce -19.8% 329 $21K
Community Bank, N.A. 0.00% No change 327 $21K
Caldwell Sutter Capital, Inc. 0.01% New 325 $21K
Rosenberg Matthew Hamilton 0.00% No change 325 $21K
Farmers & Merchants Investments Inc. 0.00% Add +47.6% 310 $20K
Salomon & Ludwin, LLC 0.00% Add +164.0% 293 $20K
Costello Asset Management, INC 0.01% No change 300 $20K
NBT Bank, N.A. 0.00% No change 300 $20K
Hurley Capital, LLC 0.01% No change 291 $19K
Strategic Advocates LLC 0.00% Reduce -56.0% 285 $19K
Montag A & Associates Inc. 0.00% Add +24.7% 278 $18K
JFS Wealth Advisors, LLC 0.00% Add +29.4% 277 $18K
MidFirst Bank 0.00% — 275 $18K
Tidemark, LLC 0.01% Reduce -0.7% 274 $18K
Nemes Rush Group LLC 0.00% Reduce -29.0% 272 $18K
Manchester Capital Management LLC 0.00% Add +291.2% 266 $17K
Jessup Wealth Management, Inc 0.01% New 261 $17K
Lodestone Wealth Management LLC 0.01% New 256 $17K
Addison Advisors LLC 0.00% No change 246 $16K
City Holding Co. 0.00% Reduce -35.5% 245 $16K
Wolff Wiese Magana LLC 0.01% Add +20.0% 240 $16K
Eq Wealth Advisors, LLC 0.01% New 230 $15K
Lanark Financial, Inc. 0.00% No change 230 $15K
Advocate Investing Services LLC 0.01% — 216 $14K
GPS Wealth Strategies Group, LLC 0.01% Reduce -77.5% 216 $14K
GW&K Investment Management, LLC 0.00% Add +91.4% 222 $14K
Swiss Re Ltd. 0.00% — 209 $14K
Hollencrest Capital Management 0.00% No change 206 $13K
TD Capital Management LLC 0.00% No change 205 $13K
Kilter Group LLC 0.01% No change 204 $13K
SouthState Bank Corp 0.00% Reduce -28.4% 204 $13K
Wellington-Altus USA Inc. 0.01% — 200 $13K
PFS Partners, LLC 0.01% No change 200 $13K
Strategic Investment Solutions, Inc. 0.00% Reduce -74.6% 200 $13K
Tradewinds Capital Management, LLC 0.00% No change 200 $13K
IAG Wealth Partners, LLC 0.00% No change 200 $13K
Country Trust Bank 0.00% No change 200 $13K
Kozak & Associates, Inc. 0.00% Add +117.7% 185 $13K
Nova Wealth Management, Inc. 0.01% No change 196 $13K
Albion Financial Group 0.00% Reduce -0.5% 196 $13K
North Star Investment Management Corp. 0.00% Add +2685.7% 195 $13K
Key Financial Inc 0.00% No change 187 $12K
Kemnay Advisory Services Inc. 0.00% New 176 $11K
MV Capital Management, Inc. 0.00% Add +2.3% 176 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 174 $11K
Anchor Investment Management, LLC 0.00% No change 173 $11K
Keating Financial Advisory Services, Inc. 0.00% — 164 $11K
New England Capital Financial Advisors LLC 0.00% No change 162 $11K
Cornerstone Planning Group LLC 0.00% Reduce -15.2% 162 $10K
Financial Consulate, Inc. 0.00% No change 152 $10K
Gould Capital, LLC 0.01% No change 150 $10K
Financial Network Wealth Advisors LLC 0.01% Add +13.7% 141 $9K
Pin Oak Investment Advisors Inc. 0.01% No change 155 $9K
Avion Wealth 0.00% Reduce -13.9% 148 $9K
Smithfield Trust Co 0.00% No change 140 $9K
Credit Industriel Et Commercial 0.00% Add +69.2% 132 $9K
Meeder Asset Management Inc. 0.00% No change 131 $9K
Access Investment Management LLC 0.00% No change 114 $8K
Triumph Capital Management 0.00% New 125 $8K
McIlrath & Eck, LLC 0.00% Add +25.0% 125 $8K
IMG Wealth Management, Inc. 0.01% Add +290.3% 121 $8K
Howard Hughes Medical Institute 0.00% Reduce -0.8% 118 $8K
Missouri Trust & Investment Co 0.00% No change 118 $8K
ORG Partners LLC 0.00% No change 117 $8K
Tucker Asset Management LLC 0.00% New 116 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +73.1% 116 $8K
Vision Financial Markets LLC 0.01% No change 114 $7K
Investment Research & Advisory Group, Inc. 0.00% No change 98 $7K
SWAN Capital LLC 0.00% Add +217.1% 111 $7K
Independence Bank of Kentucky 0.00% Add +1000.0% 110 $7K
Webster Bank, N. A. 0.00% No change 110 $7K
IFC & Insurance Marketing, Inc. 0.01% — 114 $7K
Hamrick Investment Counsel, llc 0.01% — 106 $7K
Blume Capital Management, Inc. 0.00% No change 106 $7K
Medallion Wealth Advisors, LLC 0.00% No change 103 $7K
Elyxium Wealth, LLC 0.00% New 101 $7K
Horizon Financial Services, LLC 0.00% No change 100 $7K
Global Trust Asset Management, LLC 0.00% Reduce -88.0% 100 $7K
Central Pacific Bank - Trust Division 0.00% No change 100 $7K
Vision Retirement, LLC 0.00% — 97 $6K
Westfuller Advisors, LLC 0.00% Add +585.7% 96 $6K
Wilkerson Advisory Group LLC 0.00% — 95 $6K
Bell Investment Advisors, Inc 0.00% Reduce -1.0% 95 $6K
Archer Investment Corp 0.00% No change 94 $6K
Rialto Wealth Management, LLC 0.00% Reduce -46.2% 93 $6K
Valley National Advisers Inc. 0.00% Reduce -67.6% 100 $6K
Vermillion & White Wealth Management Group, LLC 0.00% No change 90 $6K
Barrett & Company, Inc. 0.00% No change 90 $6K
Hilltop National Bank 0.00% No change 90 $6K
Transamerica Financial Advisors, LLC 0.00% Add +27.5% 88 $6K
High Note Wealth, LLC 0.00% Add +53.6% 86 $6K
Clayton Financial Group LLC 0.00% Add +66.0% 83 $5K
Fortitude Family Office, LLC 0.00% Reduce -32.5% 83 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -71.7% 81 $5K
SJS Investment Consulting Inc. 0.00% Add +788.9% 80 $5K
Boreal Capital Management LLC 0.00% No change 80 $5K
Fourth Dimension Wealth, LLC 0.00% No change 80 $5K
Joseph Group Capital Management 0.00% New 79 $5K
T. Rowe Price Investment Management, Inc. 0.00% No change 72 $5K
McGuire Capital Advisors Inc. 0.00% — 73 $5K
Rossby Financial, LCC 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
Arlington Trust Co LLC 0.00% New 70 $5K
Accent Capital Management, LLC 0.00% Reduce -39.8% 68 $4K
Raffa Wealth Management, LLC 0.00% Add +57.1% 66 $4K
True Wealth Design, LLC 0.00% Reduce -3.0% 64 $4K
Signature Equity Partners, LLC 0.00% — 63 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -26.2% 62 $4K
Strive Financial Group ,LLC 0.00% — 59 $4K
Pflug Koory, LLC 0.00% No change 57 $4K
Steigerwald, Gordon & Koch Inc. 0.00% Add +69.7% 56 $4K
Highline Wealth Partners LLC 0.00% Reduce -42.1% 55 $4K
Park Place Capital Corp 0.00% Reduce -20.6% 54 $4K
Dogwood Wealth Management LLC 0.00% Reduce -37.6% 53 $3K
Creative Financial Designs Inc. 0.00% Add +140.9% 53 $3K
Prestige Wealth Management Group LLC 0.00% New 51 $3K
Cornerstone Financial Management LLC 0.00% — 50 $3K
Bayban 0.00% — 50 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -33.3% 50 $3K
Hoey Investments, Inc. 0.00% No change 50 $3K
Wealth Enhancement Trust Services, Inc. 0.00% — 50 $3K
Bfsg, LLC 0.00% No change 50 $3K
Litman Gregory Wealth Management LLC 0.00% New 50 $3K
Glen Eagle Advisors, LLC 0.00% No change 49 $3K
Heritage Wealth Advisors 0.00% No change 49 $3K
CrossGen Wealth, LLC 0.00% — 46 $3K
Abound Wealth Management 0.00% Reduce -2.2% 45 $3K
Bruce G. Allen Investments, LLC 0.00% No change 43 $3K
Global Wealth Strategies & Associates 0.00% No change 43 $3K
Volterra Technologies LP 0.00% New 41 $3K
Hager Investment Management Services, LLC 0.00% No change 40 $3K
Bare Financial Services, Inc 0.00% New 39 $3K
Hughes Financial Services, LLC 0.00% Reduce -30.4% 39 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +22.6% 38 $2K
YANKCOM Partnership 0.00% Add +111.8% 36 $2K
Johnson Financial Group, Inc. 0.00% Reduce -96.7% 36 $2K
Bellevue Asset Management, LLC 0.00% No change 36 $2K
IMA Advisory Services, Inc. 0.00% Add +750.0% 34 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +6.5% 33 $2K
Principia Wealth Advisory, LLC 0.00% Add +19.2% 31 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $2K
Physician Wealth Advisors, Inc. 0.00% Reduce -83.2% 29 $2K
Manitou Investment Management Ltd. 0.00% No change 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% No change 27 $2K
Kohmann Bosshard Financial Services, LLC 0.00% New 25 $2K
Armstrong Advisory Group, Inc. 0.00% No change 25 $2K
Greenline Wealth Management LLC 0.00% — 25 $2K
IFS Advisors, LLC 0.00% No change 25 $2K
Game Plan Financial Advisors, LLC 0.00% Reduce -83.3% 25 $2K
CGC Financial Services, LLC 0.00% No change 25 $2K
S&T Bank 0.00% Reduce -83.7% 23 $1K
Aspect Partners, LLC 0.00% No change 22 $1K
Cape Investment Advisory, Inc. 0.00% Add +110.0% 21 $1K
Bradley & Co. Private Wealth Management, LLC 0.00% Reduce -88.0% 20 $1K
N.E.W. Advisory Services LLC 0.00% No change 19 $1K
Hilton Head Capital Partners, LLC 0.00% — 18 $1K
Asset Dedication, LLC 0.00% Reduce -84.8% 18 $1K
WestEnd Advisors, LLC 0.00% Add +50.0% 18 $1K
First Command Advisory Services, Inc. 0.00% New 18 $1K
Godfrey Financial Associates, Inc. 0.00% — 17 $1K
Granite FO LLC 0.00% No change 17 $1K
Kingdom Financial Group LLC. 0.00% New 17 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 17 $1K
American Capital Advisory, LLC 0.00% Add +23.1% 16 $1K
Dunhill Financial, LLC 0.00% No change 15 $988
Copia Wealth Management 0.00% No change 15 $976
Robinswood Financial LLC 0.00% No change 15 $976
CBIZ Investment Advisory Services, LLC 0.00% Reduce -64.3% 15 $976
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 14 $912
GHP Investment Advisors, Inc. 0.00% No change 14 $912
PayPay Securities Corp 0.03% Add +7.7% 14 $911
1015 Capital Partners, LLC 0.00% — 14 $911
HFM Investment Advisors, LLC 0.00% Reduce -7.1% 13 $847
TFC Financial Management, Inc. 0.00% Reduce -35.0% 13 $847
C M Bidwell & Associates Ltd. 0.00% No change 11 $716
Quaker Wealth Management, LLC 0.00% Add +10.0% 11 $716
American National Bank & Trust 0.00% New 11 $716
First Horizon Corp. 0.00% No change 11 $716
Luken Investment Analytics, LLC 0.00% New 10 $651
Estate Planners Group, LLC 0.00% — 10 $651
Private Wealth Management Group, LLC 0.00% No change 10 $651
Nvwm, LLC 0.00% Add +100.0% 10 $651
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 8 $521
Retirement Wealth Solutions LLC 0.00% Reduce -61.9% 8 $521
Thompson Investment Management, Inc. 0.00% No change 8 $521
Torren Management, LLC 0.00% — 7 $456
Kelleher Financial Advisors 0.00% No change 7 $456
Seneschal Advisors, LLC 0.00% No change 6 $391
Vermillion Wealth Management, Inc. 0.00% No change 6 $391
Pacific Center for Financial Services 0.00% No change 5 $362
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $326
Toth Financial Advisory Corp. 0.00% Reduce -98.9% 5 $326
Prosperity Bancshares Inc 0.00% — 5 $325
Davis Capital Management 0.00% No change 5 $325
Turning Point Benefit Group, Inc. 0.00% Reduce -16.7% 5 $325
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $314
Three Bearings Fiduciary Advisors, Inc. 0.00% — 5 $303
KERR FINANCIAL PLANNING Corp 0.00% Reduce -16.7% 5 $270
DecisionPoint Financial, LLC 0.00% No change 4 $261
Stephens Consulting, LLC 0.00% No change 4 $261
Pandora Wealth, Inc. 0.00% No change 4 $260
Ameriflex Group, Inc. 0.00% Reduce -50.0% 4 $260
Stone House Investment Management, LLC 0.00% Reduce -91.1% 4 $260
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 4 $241
HHM Wealth Advisors, LLC 0.00% No change 3 $196
Essential Partners LLC 0.00% Reduce -62.5% 3 $195
Eastern Bank 0.00% New 3 $195
Acumen Wealth Advisors, LLC 0.00% — 2 $131
Optima Capital LLC 0.00% New 2 $130
Elequin Capital, LP 0.00% New 2 $130
Concord Wealth Partners 0.00% No change 2 $130
Private Wealth Asset Management, LLC 0.00% No change 2 $130
ROSS\JOHNSON & Associates LLC 0.00% New 1 $65
Bogart Wealth, LLC 0.00% Reduce -92.9% 1 $65
Front Row Advisors LLC 0.00% No change 1 $65
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.