BlockXYZ

13F holders, Q1 2026 (March 31)
995holders −37
109new positions
145sold out
12famous investors
$60.15avg. 13F price*

At the end of Q1 2026, 995 institutions reported holding Block Inc. (XYZ) in their 13F filings, down 37 from Q4 2025. 109 opened new positions and 145 sold out. The largest holders were T. Rowe Price Associates Inc. ($2.7B), BlackRock, Inc. ($2.5B) and Vanguard Capital Management LLC ($2.1B). 12 famous investors held it, including Cathie Wood (1.4% of ARK Investment Management's portfolio), Chase Coleman (1.1% of Tiger Global Management's portfolio) and Steve Cohen (0.7% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions109$195.2M
Exits145$242.9M

All 13F filers, Q4 2025 → Q1 2026: 38,929,934 shares bought and 38,693,557 shares sold, net +236,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 995 holders

T. Rowe Price Associates Inc. 0.32% Add +4.9% 45,205,148 $2.7B
BlackRock, Inc. 0.04% Add +0.9% 42,238,874 $2.5B
Vanguard Capital Management LLC 0.05% — 35,575,779 $2.1B
Vanguard Portfolio Management LLC 0.08% — 25,662,834 $1.5B
State Street Corp. 0.05% Add +0.4% 23,140,666 $1.4B
Capital World Investors 0.17% Add +28.6% 20,602,960 $1.2B
Morgan Stanley 0.06% Reduce -12.6% 15,880,557 $955.7M
Geode Capital Management, LLC 0.05% Add +2.1% 14,714,249 $882.2M
Loomis Sayles & Co. L P 0.60% Reduce -1.3% 7,423,669 $446.8M
Ameriprise Financial Inc. 0.10% Add +7.7% 6,867,717 $413.3M
Point72 Asset Management 0.69% Add +102.4% 6,298,335 $379.0M
Citadel Advisors 0.27% Add +980.5% 6,287,222 $378.4M
Bank of America Corp. 0.03% Add +12.1% 6,050,533 $364.1M
Invesco Ltd. 0.03% Add +4.2% 5,520,026 $332.2M
Sands Capital Management, LLC 1.30% Reduce -7.1% 5,510,835 $331.6M
Northern Trust Corp. 0.04% Add +5.3% 4,716,947 $283.9M
Contour Asset Management LLC 8.87% Reduce -2.8% 4,534,324 $272.9M
Charles Schwab Investment Management Inc. 0.04% Add +5.6% 4,411,117 $265.5M
Tiger Global Management 1.05% Reduce -37.1% 4,000,000 $240.7M
PointState Capital LP 5.56% Add +93.3% 3,977,687 $239.4M
Wellington Management Group LLP 0.04% Reduce -29.9% 3,932,254 $236.6M
UBS Group AG 0.04% Add +16.5% 3,594,731 $216.3M
Legal & General Group Plc 0.05% Add +10.7% 3,448,397 $207.5M
Arrowstreet Capital, Limited Partnership 0.11% Add +528.2% 3,309,296 $199.2M
Carmignac Gestion 2.99% Reduce -5.4% 3,233,826 $194.6M
FMR LLC 0.01% Reduce -45.7% 3,193,267 $192.2M
Dimensional Fund Advisors LP 0.04% Add +1.3% 3,147,988 $189.4M
Vanguard Fiduciary Trust Co. 0.05% — 3,107,969 $187.0M
ARK Investment Management 1.45% Reduce -8.2% 3,093,936 $186.2M
Dragoneer Investment Group, LLC 5.85% Reduce -41.4% 2,918,392 $175.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +6.8% 2,880,867 $173.4M
JPMorgan Chase & Co. 0.01% Add +411.4% 3,009,725 $171.6M
Amova Asset Management Americas, Inc. 2.42% Reduce -1.8% 2,845,917 $171.2M
Bank of New York Mellon Corp 0.03% Reduce -8.3% 2,787,890 $167.8M
Goldman Sachs Group Inc. 0.02% Add +38.5% 2,740,481 $164.9M
Baillie Gifford & Co. 0.16% Reduce -73.0% 2,666,255 $160.5M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +1.0% 2,624,534 $157.9M
Hyperion Asset Management Ltd 4.81% Reduce -5.4% 2,510,006 $151.1M
Evergreen Quality Fund GP, Ltd. 2.58% No change 1,870,994 $112.6M
Clearbridge Investments, LLC 0.10% Add +23.3% 1,822,759 $109.7M
Swiss National Bank 0.06% Add +6.7% 1,607,286 $96.7M
FIL Ltd 0.07% Reduce -7.8% 1,567,236 $94.3M
Deutsche Bank AG 0.03% Reduce -11.3% 1,565,427 $94.2M
Amundi 0.02% Reduce -6.2% 1,474,602 $88.7M
Nuveen, LLC 0.02% Reduce -6.9% 1,454,496 $87.5M
Ribbit Management Company, LLC 5.12% Add +23.3% 1,431,500 $86.1M
Royal Bank of Canada 0.02% Reduce -2.0% 1,397,023 $84.1M
Glenview Capital Management, LLC 2.22% Add +60.2% 1,364,471 $82.1M
Barclays PLC 0.03% Reduce -5.9% 1,335,493 $80.4M
BNP Paribas Financial Markets 0.05% Reduce -36.3% 1,274,198 $76.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +6.7% 1,237,192 $74.5M
Vanguard Global Advisers, LLC 0.04% — 1,204,686 $72.5M
Van Eck Associates Corp. 0.05% Reduce -2.0% 1,119,608 $67.4M
Quantinno Capital Management LP 0.11% Add +87.2% 1,081,734 $65.1M
HSBC Holdings PLC 0.04% Reduce -13.4% 1,059,824 $63.7M
a16z Capital Management, L.L.C. 4.74% No change 1,016,697 $61.2M
SC US (ttgp), LTD. 0.65% No change 990,778 $59.6M
California Public Employees Retirement System 0.04% Reduce -0.4% 954,520 $57.4M
National Pension Service 0.04% Add +13.8% 948,075 $57.1M
Rhumbline Advisers 0.05% Reduce -2.7% 944,299 $56.8M
Citigroup Inc. 0.03% Reduce -9.4% 908,311 $54.7M
Sumitomo Mitsui Financial Group, Inc. 1.11% Reduce -0.0% 907,930 $54.6M
American Century Companies Inc. 0.03% Add +4.3% 882,270 $53.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% — 872,962 $52.5M
Danica Pension, Livsforsikringsaktieselskab 0.98% Reduce -59.8% 868,370 $52.3M
California State Teachers Retirement System 0.05% Reduce -2.7% 801,927 $48.3M
Wells Fargo & Company 0.01% Add +6.0% 786,666 $47.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +2.0% 752,961 $45.3M
Canada Pension Plan Investment Board 0.03% Add +129.3% 744,136 $44.8M
Meridiem Capital Partners LP 2.89% Add +42.2% 730,706 $44.0M
Azora Capital LP 2.75% New 695,247 $41.8M
Raymond James Financial Inc. 0.01% Add +11.2% 678,728 $40.8M
Schonfeld Strategic Advisors LLC 0.33% Add +4393.0% 672,155 $40.5M
Principal Financial Group Inc. 0.02% Add +2.0% 637,726 $38.4M
Mackenzie Financial Corp. 0.05% Add +122.9% 637,721 $38.4M
Alliancebernstein L.P. 0.01% Add +1.2% 562,380 $36.6M
Rockefeller Capital Management L.P. 0.06% Add +13.3% 607,348 $36.6M
Russell Investments Group, Ltd. 0.04% Reduce -17.3% 603,775 $36.2M
Woodson Capital Management, LP 5.64% Reduce -16.1% 579,109 $34.9M
Panagora Asset Management Inc. 0.13% Add +3649.7% 563,240 $33.9M
Nan Shan Life Insurance Co., Ltd. 1.20% Reduce -0.5% 552,700 $33.3M
PFA Pension, Forsikringsaktieselskab 0.10% Reduce -0.0% 552,069 $33.2M
DekaBank Deutsche Girozentrale 0.05% No change 541,204 $32.2M
CANADA LIFE ASSURANCE Co 0.06% Add +1.0% 517,768 $31.3M
First Trust Advisors LP 0.02% Add +12.9% 494,003 $29.7M
Tidal Investments LLC 0.09% Reduce -19.4% 492,809 $29.7M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -1.6% 485,600 $29.2M
State Board of Administration of Florida Retirement System 0.05% No change 470,500 $28.3M
LPL Financial LLC 0.01% Reduce -7.2% 449,872 $27.1M
Robeco Institutional Asset Management B.V. 0.04% Add +41.4% 447,044 $26.9M
Susquehanna Fundamental Investments, LLC 1.00% New 442,561 $26.6M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +29.5% 440,273 $26.5M
New York State Teachers Retirement System 0.05% Add +11.2% 436,511 $26.3M
Erste Asset Management GmbH 0.24% Add +32.4% 450,000 $25.7M
Aviva PLC 0.04% Add +3.0% 420,573 $25.3M
Ilex Capital Partners (UK) LLP 0.62% Add +66.5% 420,515 $25.3M
TD Asset Management Inc 0.02% Reduce -3.6% 414,357 $24.9M
Aberdeen Group plc 0.04% Add +3.4% 413,058 $24.9M
Cerity Partners LLC 0.04% Add +1.0% 410,501 $24.7M
Natixis Advisors, LLC 0.03% Add +7.3% 404,212 $24.3M
Sei Investments Co. 0.02% Add +3.1% 394,647 $23.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +33.8% 383,939 $23.1M
SG Americas Securities, LLC 0.03% Add +27.2% 383,471 $23.1M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +16.9% 380,045 $22.9M
Bank of Montreal 0.01% Reduce -37.3% 363,156 $21.9M
Gotham Asset Management 0.07% Add +19.1% 358,362 $21.6M
Syon Capital LLC 1.08% Reduce -0.2% 357,847 $21.5M
Franklin Resources Inc. 0.01% Add +210.9% 337,261 $20.3M
Nordea Investment Management AB 0.02% Add +533.4% 341,293 $19.9M
National Bank of Canada 0.02% Reduce -33.6% 313,725 $18.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -0.6% 311,493 $18.8M
Danske Bank A/S 0.04% Add +3.8% 296,010 $17.8M
State of Wisconsin Investment Board 0.04% Add +3.9% 295,661 $17.8M
New York State Common Retirement Fund 0.02% Reduce -1.8% 294,402 $17.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -8.3% 291,488 $17.5M
Quinn Opportunity Partners LLC 0.91% New 289,500 $17.4M
Korea Investment CORP 0.04% Add +2.0% 286,572 $17.2M
State of Michigan Retirement System 0.09% Reduce -0.1% 284,346 $17.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -1.2% 274,575 $16.5M
Vanguard Investments Australia, Ltd. 0.05% — 271,472 $16.3M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -2.8% 271,356 $16.3M
Royal London Asset Management Ltd. 0.03% Reduce -1.3% 267,463 $16.1M
Prudential Financial Inc. 0.02% Reduce -2.4% 264,870 $15.9M
Public Employees Retirement System of Ohio 0.05% Add +3.2% 261,462 $15.7M
Susquehanna International Group, LLP 0.02% Reduce -67.2% 252,689 $15.2M
Ardmore Road Asset Management LP 0.97% Add +57.1% 246,000 $14.8M
Envestnet Asset Management Inc. 0.00% Add +10.9% 245,367 $14.8M
APG Asset Management N.V. 0.05% Reduce -2.0% 277,142 $14.5M
Osborne Partners Capital Management, LLC 0.76% Add +4.2% 239,829 $14.4M
Voya Investment Management LLC 0.02% Add +13.4% 233,688 $14.1M
Pictet Asset Management Holding SA 0.01% Reduce -16.7% 230,082 $13.8M
Treasurer of the State of North Carolina 0.04% Add +2.2% 228,984 $13.8M
Asset Management One Co., Ltd. 0.04% Add +0.9% 228,905 $13.8M
Voloridge Investment Management, LLC 0.05% New 224,009 $13.5M
Toronto Dominion Bank 0.03% Reduce -9.1% 219,788 $13.2M
Bourgeon Capital Management LLC 2.34% Add +90.2% 219,441 $13.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.13% Reduce -30.4% 217,239 $13.1M
Massachusetts Financial Services Co. 0.00% Add +37.0% 215,702 $13.0M
Blair William & Co. 0.04% Reduce -6.3% 214,717 $12.9M
KLP Kapitalforvaltning As 0.05% Add +4.2% 213,200 $12.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -3.0% 211,950 $12.8M
IFP Advisors, Inc 0.26% Add +54.2% 210,960 $12.7M
Freestone Grove Partners LP 0.09% Reduce -26.9% 209,785 $12.6M
Beacon Pointe Advisors, LLC 0.07% Add +12.4% 206,096 $12.4M
Assenagon Asset Management S.A. 0.02% Add +77.0% 198,276 $11.9M
Nomura Asset Management Co. Ltd. 0.03% Add +6.2% 195,748 $11.8M
Handelsbanken Fonder AB 0.04% Add +2.9% 193,971 $11.7M
Millennium Management 0.01% Add +17.4% 193,628 $11.7M
Tredje AP-fonden 0.06% New 193,092 $11.6M
Gladstone Capital Management LLP 1.16% Reduce -62.6% 192,507 $11.6M
State of New Jersey Common Pension Fund D 0.04% Reduce -1.2% 190,920 $11.5M
Cresset Asset Management, LLC 0.05% Add +9.4% 189,332 $11.4M
State of Tennessee, Department of Treasury 0.04% Add +0.9% 189,209 $11.4M
Advisors Asset Management, Inc. 0.18% Reduce -18.2% 184,509 $11.1M
Centiva Capital, LP 0.51% Add +45.9% 179,484 $10.8M
Mawer Investment Management Ltd. 0.07% Add +278.5% 178,057 $10.7M
Zurich Insurance Group Ltd 0.08% New 175,788 $10.6M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -0.8% 173,684 $10.5M
Victory Capital Management Inc. 0.01% Reduce -7.4% 168,716 $10.2M
Ravenswood Partners LP 3.75% No change 168,692 $10.2M
Resona Asset Management Co.,Ltd. 0.05% Add +1.2% 167,839 $10.0M
Baron Capital (BAMCO) 0.03% Reduce -54.0% 165,728 $10.0M
Square Peg Capital PTY Ltd. 13.17% Reduce -19.8% 164,656 $9.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +11.3% 162,713 $9.8M
Ensign Peak Advisors, Inc 0.02% Add +12.5% 159,542 $9.6M
Cibc World Market Inc. 0.02% Add +5.2% 154,151 $9.3M
Maytus Capital Management, LLC 1.64% Add +48.3% 153,516 $9.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +65.8% 152,523 $9.2M
Penserra Capital Management LLC 0.11% Reduce -2.5% 151,339 $9.1M
Corient Private Wealth LP 0.01% Add +423.8% 151,599 $9.1M
Varma Mutual Pension Insurance Co 0.05% No change 149,525 $9.0M
Andra AP-fonden 0.11% Add +56.8% 149,381 $9.0M
Czech National Bank 0.06% Add +3.3% 149,155 $9.0M
Arizona State Retirement System 0.05% Reduce -1.7% 148,732 $9.0M
Rafferty Asset Management, LLC 0.04% Reduce -20.9% 143,197 $8.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.65% Reduce -8.0% 141,238 $8.5M
Bridgewater Associates 0.04% Reduce -89.4% 140,703 $8.5M
Creative Planning 0.01% Add +94.7% 139,540 $8.4M
Ausdal Financial Partners, Inc. 0.37% Add +1.3% 138,213 $8.3M
Marshall Wace, LLP 0.01% Reduce -93.3% 137,762 $8.3M
MetLife Investment Management, LLC 0.04% Reduce -2.8% 136,690 $8.2M
Storebrand Asset Management As 0.02% Reduce -31.4% 136,608 $8.2M
Frontier Capital Management Co. LLC 0.08% Reduce -53.1% 131,628 $7.9M
CIBC Asset Management Inc 0.02% Add +1.4% 131,617 $7.9M
Schroder Investment Management Group 0.01% Add +9.7% 130,273 $7.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +0.1% 127,575 $7.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Reduce -16.1% 127,443 $7.6M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -0.4% 124,807 $7.5M
Whetstone Capital Advisors, LLC 2.80% Add +7.3% 123,825 $7.5M
Vontobel Holding Ltd. 0.03% Reduce -10.8% 123,541 $7.4M
Avory & Company, LLC 9.58% Reduce -63.2% 123,080 $7.4M
CIBC Bancorp USA Inc. 0.01% — 121,120 $7.3M
Nomura Holdings Inc. 0.06% Add +23.2% 118,445 $7.1M
Truist Financial Corp. 0.01% Add +3.4% 118,426 $7.1M
Harvest Portfolios Group Inc. 0.12% Add +32.0% 118,164 $7.1M
Retirement Systems of Alabama 0.02% Reduce -0.2% 116,302 $7.0M
SEB Asset Management AB 0.03% — 115,366 $6.9M
Pathstone Holdings, LLC 0.03% Add +15.3% 114,567 $6.9M
Xponance LLC 0.05% Add +11.6% 114,420 $6.9M
Sora Investors LLC 0.63% New 114,286 $6.9M
DNB Asset Management AS 0.02% Add +6.6% 113,150 $6.8M
US Bancorp \de 0.01% Reduce -30.6% 112,554 $6.8M
ProShare Advisors LLC 0.01% Reduce -10.5% 110,778 $6.7M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 110,000 $6.6M
Ofi Invest Asset Management 0.09% New 124,000 $6.5M
Moran Wealth Management, LLC 0.20% Add +86.6% 107,601 $6.5M
QRG Capital Management, Inc. 0.07% Add +9.8% 107,271 $6.5M
Woodline Partners LP 0.02% Add +14.8% 107,271 $6.5M
Man Group plc 0.01% Add +20.3% 106,829 $6.4M
IFM Investors Pty Ltd 0.05% Add +2.7% 106,655 $6.4M
Federation des caisses Desjardins du Quebec 0.02% Add +24.0% 106,560 $6.4M
Exchange Traded Concepts, LLC 0.05% Reduce -3.9% 105,236 $6.3M
Sicart Associates LLC 1.62% Add +6.1% 104,992 $6.3M
Lane Generational LLC 5.01% Add +31.7% 104,600 $6.3M
Amalgamated Bank 0.05% Reduce -9.2% 104,049 $6.3M
Groupe la Francaise 0.09% Reduce -1.6% 104,280 $6.3M
Jane Street Group, LLC 0.01% Reduce -75.8% 103,536 $6.2M
Stifel Financial Corp. 0.01% Reduce -18.7% 103,202 $6.2M
AQR Capital Management 0.00% Add +6.4% 103,288 $6.1M
Cetera Investment Advisers 0.01% Add +10.2% 101,000 $6.1M
Vident Advisory, LLC 0.05% Add +2.5% 99,126 $6.0M
USS Investment Management Ltd 0.03% Add +3.2% 98,524 $5.9M
Public Sector Pension Investment Board 0.02% Add +21.4% 98,052 $5.9M
Marex Group Ltd 0.06% Add +6.7% 97,006 $5.8M
Group One Trading LLC 0.19% Add +183.3% 95,269 $5.7M
Daiwa Securities Group Inc. 0.02% Add +5.7% 93,522 $5.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.16% Reduce -1.3% 93,659 $5.6M
Credit Agricole S A 0.02% Reduce -34.5% 92,536 $5.6M
Interval Partners, LP 0.19% Add +18.7% 89,498 $5.4M
Mn Services Vermogensbeheer B.V. 0.04% No change 88,900 $5.3M
KBC Group NV 0.01% Add +0.7% 87,685 $5.3M
SWS Partners 1.30% Add +18.1% 87,668 $5.3M
Utah Retirement Systems 0.05% Reduce -2.8% 86,925 $5.2M
Los Angeles Capital Management LLC 0.02% Add +3469.2% 85,589 $5.2M
Empowered Funds, LLC 0.03% New 84,475 $5.1M
Police & Firemen's Retirement System of New Jersey 0.04% Add +2.3% 82,988 $5.0M
CastleKnight Management LP 0.23% Add +106.3% 82,500 $5.0M
Delta Global Management LP 0.40% New 80,750 $4.9M
ION Fund Management Ltd 0.73% Reduce -55.6% 80,000 $4.8M
St Germain D J Co. Inc. 0.19% Reduce -18.0% 78,838 $4.7M
NEOS Investment Management LLC 0.02% Add +2.2% 78,591 $4.7M
Sanctuary Advisors, LLC 0.03% Add +17.1% 78,196 $4.7M
Allianz SE 0.05% Add +0.3% 77,235 $4.6M
Wealthfront Advisers LLC 0.01% Add +29.8% 77,223 $4.6M
Rakuten Investment Management, Inc. 0.01% Add +12.7% 81,279 $4.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.7% 76,815 $4.6M
O'shaughnessy Asset Management, LLC 0.02% Add +28.8% 76,635 $4.6M
New York Life Investment Management LLC 0.04% Add +1.3% 76,158 $4.6M
Osaic Holdings, Inc. 0.01% Add +8.2% 75,498 $4.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -22.5% 75,488 $4.5M
XTX Topco Ltd 0.08% Add +39.8% 73,939 $4.4M
IMC-Chicago, LLC 0.07% Reduce -47.2% 73,627 $4.4M
Quadrature Capital Ltd 0.05% Add +45.6% 73,026 $4.4M
D. E. Shaw & Co. 0.00% Reduce -35.6% 72,950 $4.4M
Fifth Third Bancorp 0.01% Add +1115.3% 71,630 $4.3M
Nissay Asset Management Corp. /Japan 0.02% Add +1.1% 70,299 $4.2M
PNC Financial Services Group, Inc. 0.00% Add +35.7% 69,637 $4.2M
Two Sigma Investments, LP 0.00% Add +4.6% 68,400 $4.1M
Bank of Nova Scotia 0.01% Reduce -16.5% 67,131 $4.0M
Insight Wealth Strategies, LLC 0.45% Add +1.7% 67,044 $4.0M
San Luis Wealth Advisors LLC 0.67% Add +13.7% 66,950 $4.0M
Eurizon Capital SGR S.p.A. 0.01% Reduce -13.0% 65,444 $3.9M
Janus Henderson Group PLC 0.00% Reduce -3.3% 64,287 $3.9M
Commonwealth Equity Services, LLC 0.01% Reduce -0.6% 63,278 $3.8M
Oregon Public Employees Retirement Fund 0.05% Add +0.2% 62,783 $3.8M
Allstate Corp. 0.04% Add +55.2% 60,967 $3.7M
Gator Capital Management, LLC 0.77% Add +92.3% 59,655 $3.6M
Wellington Shields Capital Management, LLC 0.54% Reduce -22.7% 59,416 $3.6M
STRS Ohio 0.01% Reduce -74.2% 59,393 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.4% 59,528 $3.6M
Mutual of America Capital Management LLC 0.04% Reduce -0.9% 58,255 $3.5M
Focus Partners Wealth 0.00% Add +38.3% 22,174 $3.5M
Vanguard Personalized Indexing Management, LLC 0.03% Add +31.7% 56,961 $3.4M
OP Asset Management Ltd 0.03% Reduce -6.0% 56,953 $3.4M
HighTower Advisors, LLC 0.00% Reduce -2.6% 56,772 $3.4M
Optas, LLC 0.51% Add +0.7% 56,076 $3.4M
Yousif Capital Management, LLC 0.04% Reduce -3.0% 55,554 $3.3M
SBI Securities Co., Ltd. 0.09% Add +33.0% 55,242 $3.3M
Game Creek Capital, LP 1.27% Reduce -0.9% 55,000 $3.3M
UniSuper Management Pty Ltd 0.02% Reduce -3.7% 54,862 $3.3M
Swiss Life Asset Management Ltd 0.02% Add +11.1% 54,849 $3.3M
Pinebridge Investments LLC 0.03% New 54,005 $3.3M
State of Alaska, Department of Revenue 0.03% Reduce -3.2% 53,007 $3.2M
Spirepoint Private Client, LLC 0.30% No change 52,531 $3.2M
Public Employees Retirement Association of Colorado 0.01% No change 52,387 $3.2M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -0.7% 51,443 $3.1M
Mercer Global Advisors Inc. 0.00% Add +16.3% 50,744 $3.1M
M&T Bank Corp 0.01% Add +18.7% 50,514 $3.0M
Arkadios Wealth Advisors 0.05% Reduce -9.5% 50,475 $3.0M
Alight Capital Management LP 0.88% New 50,000 $3.0M
Nisa Investment Advisors, LLC 0.01% Add +9.2% 49,448 $3.0M
Motley Fool Asset Management LLC 0.13% Reduce -12.9% 49,246 $3.0M
Palidye Holdings (Caymans) Ltd 0.54% Reduce -40.6% 48,735 $2.9M
Kestra Advisory Services, LLC 0.01% Add +1.1% 47,302 $2.8M
Abn Amro Investment Solutions 0.04% Add +5.9% 46,787 $2.8M
ASR Vermogensbeheer N.V. 0.03% Add +3.1% 46,768 $2.8M
Holocene Advisors, LP 0.01% New 46,486 $2.8M
Macquarie Group Ltd. 0.02% Reduce -73.7% 45,600 $2.7M
MML Investors Services, LLC 0.01% Reduce -10.3% 45,256 $2.7M
GC Wealth Management RIA, LLC 0.11% Reduce -27.0% 44,912 $2.7M
Investment House LLC 0.14% Reduce -6.9% 44,593 $2.7M
J. Stern & Co. LLP 0.26% Reduce -98.1% 43,755 $2.6M
Pacer Advisors, Inc. 0.01% Reduce -0.8% 42,900 $2.6M
Ieq Capital, LLC 0.01% Reduce -44.5% 42,466 $2.6M
Raiffeisen Bank International AG 0.04% Add +369.4% 44,753 $2.6M
Gulf International Bank (UK) Ltd 0.06% Add +54.5% 42,251 $2.5M
Fisher Funds Management LTD 0.07% No change 41,857 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -46.6% 41,666 $2.5M
Osmosis Investment Management UK Ltd 0.07% Add +231.4% 41,355 $2.5M
Accurate Wealth Management, LLC 0.30% Reduce -19.7% 39,925 $2.5M
Banco Santander, S.A. 0.02% Reduce -1.2% 41,109 $2.5M
Proem Advisors LLC 0.80% New 40,000 $2.4M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.99% Add +161.8% 39,845 $2.4M
Investment Management Corp of Ontario 0.03% Reduce -19.6% 39,137 $2.4M
GFG Capital, LLC 0.71% Add +44.4% 37,172 $2.2M
Stephens Inc. 0.03% Add +218.8% 36,962 $2.2M
Palisade Capital Management, LP 0.08% Reduce -1.6% 36,627 $2.2M
Simplex Trading, LLC 0.07% New 36,374 $2.2M
Tocqueville Asset Management L.P. 0.03% Reduce -2.3% 36,227 $2.2M
Future Fund LLC 0.74% Add +26.2% 35,134 $2.1M
Frec Markets, Inc. 0.36% New 34,793 $2.1M
Sone Capital Management, LLC 0.17% Reduce -53.5% 34,620 $2.1M
Yoder Wealth Management, Inc. 0.95% Add +0.4% 34,485 $2.1M
Candriam S.C.A. 0.01% No change 34,444 $2.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +58.9% 34,411 $2.1M
Norinchukin Bank, The 0.02% Add +0.3% 34,264 $2.1M
Swedbank AB 0.00% Reduce -53.7% 33,937 $2.0M
EP Wealth Advisors, LLC 0.01% Add +2.4% 33,929 $2.0M
Illinois Municipal Retirement Fund 0.03% Add +13.2% 33,273 $2.0M
Mizuho Securities USA LLC 0.05% Reduce -17.0% 33,109 $2.0M
Summit Trail Advisors, LLC 0.03% Add +100.5% 33,091 $2.0M
Graham Capital Management, L.P. 0.09% Add +40.7% 33,000 $2.0M
Laurion Capital Management LP 0.20% New 32,912 $2.0M
OMERS ADMINISTRATION Corp 0.01% Reduce -79.6% 32,598 $2.0M
Jones Financial Companies LLLP 0.00% Add +57.6% 34,975 $2.0M
Leonteq Securities AG 0.12% Add +199.7% 32,442 $2.0M
Allianz Asset Management GmbH 0.00% Reduce -24.0% 32,129 $1.9M
Atria Investments, Inc 0.02% Add +10.8% 32,036 $1.9M
Lido Advisors, LLC 0.01% Reduce -29.0% 31,843 $1.9M
SummitTX Capital, L.P. 0.06% New 31,792 $1.9M
Y-Intercept (Hong Kong) Ltd 0.04% New 31,212 $1.9M
Hartford Investment Management Co. 0.06% Reduce -1.2% 31,169 $1.9M
Martin Capital Advisors, LLP 1.18% Reduce -1.8% 31,131 $1.9M
CMT Capital Markets Trading GmbH 0.86% Add +393.4% 31,081 $1.9M
Third View Private Wealth, LLC 0.24% Add +5.3% 29,328 $1.8M
Jain Global LLC 0.02% New 29,072 $1.7M
Rosenblum Silverman Sutton S F Inc. 0.46% Add +248.2% 28,885 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -82.4% 28,474 $1.7M
Alamar Capital Management, LLC 1.03% Reduce -5.8% 28,075 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -0.4% 27,900 $1.7M
Employees Retirement System of Texas 0.02% Add +13.4% 27,828 $1.7M
Captrust Financial Advisors 0.00% Add +19.2% 27,690 $1.7M
Baird Financial Group, Inc. 0.00% Add +4.8% 27,655 $1.7M
Guggenheim Capital LLC 0.01% Add +17.3% 27,632 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Add +13.7% 27,893 $1.7M
Maryland State Retirement & Pension System 0.03% No change 27,148 $1.6M
AG2R La Mondiale Gestion D'actifs 0.07% Add +1.3% 27,101 $1.6M
Thrivent Financial for Lutherans 0.00% Add +27.5% 26,536 $1.6M
Walleye Capital LLC 0.01% Reduce -85.9% 26,313 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.8% 26,279 $1.6M
Royal Fund Management, LLC 0.15% New 26,020 $1.6M
DB Fitzpatrick & Co, Inc 1.33% Add +39.2% 25,825 $1.6M
Sterling Capital Management LLC 0.03% Reduce -25.5% 25,302 $1.5M
New Mexico Educational Retirement Board 0.05% No change 25,100 $1.5M
LBP Am SA 0.02% Add +39.0% 25,014 $1.5M
ING Groep NV 0.01% Reduce -1.6% 24,873 $1.5M
Neuberger Berman Group LLC 0.00% Reduce -7.6% 24,788 $1.5M
Harbour Investments, Inc. 0.02% Add +10.9% 24,604 $1.5M
Shelton Capital Management 0.03% No change 24,505 $1.5M
Intech Investment Management LLC 0.01% Reduce -19.0% 24,425 $1.5M
Concurrent Investment Advisors, LLC 0.02% Add +20.4% 23,542 $1.4M
LGT Group Foundation 0.02% Add +9.3% 23,291 $1.4M
Ethic Inc. 0.02% Reduce -13.9% 30,828 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +1.9% 22,803 $1.4M
Keeler Thomas Management LLC 0.58% New 22,789 $1.4M
Weinberger Asset Management, Inc 0.51% Reduce -0.1% 22,649 $1.4M
MUFG Securities EMEA plc 0.02% No change 22,452 $1.4M
Private Advisor Group, LLC 0.01% Reduce -5.8% 22,425 $1.3M
Insigneo Advisory Services, LLC 0.10% Add +0.7% 22,254 $1.3M
Odyssean, LLC 0.49% Add +93.8% 22,221 $1.3M
Evanson Asset Management, LLC 0.07% Reduce -1.5% 22,160 $1.3M
Engineers Gate Manager LP 0.02% New 21,358 $1.3M
Chicago Capital, LLC 0.03% Reduce -21.9% 20,596 $1.2M
Fred Alger Management, LLC 0.01% New 20,328 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -24.3% 20,295 $1.2M
Old Mission Investment Co LLC 0.28% Add +4.1% 19,635 $1.2M
U.S. Capital Wealth Advisors, LLC 0.03% Add +26.8% 19,608 $1.2M
Horizon Investments, LLC 0.01% Add +47.5% 19,418 $1.2M
&partners 0.01% Reduce -45.1% 19,182 $1.2M
Quadrant Capital Group LLC 0.03% Add +70.5% 19,159 $1.2M
Capstone Investment Advisors, LLC 0.01% Add +110.5% 18,892 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% No change 18,157 $1.1M
Nwam LLC 0.06% Add +6.2% 17,794 $1.1M
New Age Alpha Advisors, LLC 0.05% New 17,723 $1.1M
Old Mission Capital LLC 0.03% New 17,706 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 17,524 $1.1M
Parallax Volatility Advisers, L.P. 0.06% New 14,684 $1.1M
Kestra Private Wealth Services, LLC 0.01% Reduce -17.2% 17,487 $1.1M
Douglass Winthrop Advisors, LLC 0.02% No change 17,182 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -4.5% 17,072 $1.0M
Metis Global Partners, LLC 0.03% Reduce -10.3% 16,918 $1.0M
Twin Tree Management, LP 0.20% Reduce -95.1% 16,049 $966K
HB Wealth Management, LLC 0.01% Reduce -6.5% 15,985 $962K
United Capital Financial Advisors, LLC 0.01% Add +32.4% 15,919 $958K
ANTIPODES PARTNERS Ltd 0.02% New 15,468 $931K
North Dakota State Investment Board 0.04% Reduce -17.2% 15,460 $930K
Institute for Wealth Management, LLC. 0.10% Reduce -21.5% 15,293 $920K
Mufg Securities Americas Inc. 0.06% Add +2.7% 15,154 $912K
Eurizon Asset Management Hungary Ltd. 0.97% No change 15,000 $903K
Sequoia Financial Advisors, LLC 0.01% Add +11.7% 14,979 $901K
Sepio Capital, LP 0.05% Add +9.6% 14,976 $901K
JT Stratford LLC 0.11% New 14,907 $897K
Securian Asset Management, Inc. 0.04% Reduce -0.7% 14,792 $890K
Aaron Wealth Advisors LLC 0.05% Add +108.2% 14,742 $887K
Compound Planning, Inc. 0.03% Add +4.5% 14,675 $883K
Squarepoint Ops LLC 0.00% Reduce -40.3% 14,558 $876K
Blueshift Asset Management, LLC 0.26% Add +47.8% 14,431 $868K
Dag Ventures, LLC 0.67% Reduce -14.2% 14,427 $868K
Quantitative Investment Management, LLC 0.09% New 14,354 $863K
Kentucky Retirement Systems Insurance Trust Fund 0.06% No change 14,331 $862K
Cantor Fitzgerald, L. P. 0.03% Add +18.3% 14,209 $855K
Oak Thistle LLC 0.08% Add +108.6% 14,174 $853K
Garrison Point Advisors, LLC 0.39% Reduce -3.4% 14,148 $851K
Canada Post Corp Registered Pension Plan 0.03% No change 13,880 $835K
Integrated Wealth Concepts LLC 0.01% New 13,688 $824K
McMillan Office, Inc. 0.11% Reduce -2.6% 13,654 $822K
E. Ohman J:or Asset Management AB 0.02% No change 13,624 $820K
Principal Securities, Inc. 0.01% Add +0.8% 13,569 $817K
Keel Point, LLC 0.05% Reduce -3.1% 13,368 $805K
Perigon Wealth Management, LLC 0.01% Add +73.2% 13,330 $802K
Finivi Inc. 0.44% Add +18.7% 13,268 $798K
GTS Securities LLC 0.03% Add +99.9% 13,061 $786K
Landscape Capital Management, L.L.C. 0.05% New 12,966 $780K
Inceptionr LLC 0.19% No change 12,948 $779K
Silver Oak Securities, Incorporated 0.06% Reduce -16.6% 12,558 $756K
Torrey Growth & Income Advisors 0.32% Reduce -0.8% 12,820 $755K
Walleye Trading LLC 0.02% Reduce -93.4% 12,305 $741K
Great Valley Advisor Group, Inc. 0.01% Reduce -23.9% 12,146 $731K
Oppenheimer & Co. Inc. 0.01% Reduce -23.6% 12,066 $726K
GMO 0.00% New 12,060 $726K
Globeflex Capital L P 0.11% Add +29.1% 11,989 $721K
Vestcor Inc 0.02% No change 11,903 $716K
BNP Paribas 0.02% Reduce -1.0% 11,904 $715K
Integrated Quantitative Investments LLC 0.13% Add +40.5% 11,866 $714K
Alps Advisors Inc. 0.00% Reduce -11.9% 11,753 $707K
Janney Montgomery Scott LLC 0.00% Reduce -4.8% 11,628 $700K
Siemens Fonds Invest GmbH 0.04% No change 11,553 $695K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -24.3% 11,465 $690K
Centaurus Financial, Inc. 0.03% Add +15.8% 11,437 $688K
Bahl & Gaynor LLC 0.00% No change 11,400 $686K
Crossmark Global Holdings, Inc. 0.01% No change 11,392 $686K
Clear Street Group Inc. 0.00% Reduce -32.9% 11,174 $672K
GAMMA Investing LLC 0.03% Add +129.3% 11,093 $668K
Lombard Odier Asset Management (Switzerland) SA 0.03% Reduce -11.3% 11,048 $665K
Benjamin Edwards Inc. 0.01% Reduce -25.9% 11,013 $663K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +50.4% 10,998 $662K
Parallel Advisors, LLC 0.01% Add +49.6% 10,978 $661K
Ares Systematic Credit Ltd 3.02% Add +101.2% 11,518 $657K
Edmond DE Rothschild Holding S.A. 0.01% No change 10,800 $650K
Arete Wealth Advisors, LLC 0.05% New 10,521 $633K
Park Avenue Securities LLC 0.00% Add +15.1% 10,474 $630K
Aviance Capital Partners, LLC 0.07% Reduce -0.2% 10,383 $625K
NewEdge Wealth, LLC 0.01% Reduce -26.0% 10,376 $624K
Brooklyn Investment Group 0.02% Add +138.6% 10,373 $624K
Intellectus Partners, LLC 0.13% Add +1.7% 10,354 $623K
Dynasty Wealth Management, LLC 0.01% New 10,332 $622K
Tema ETFs LLC 0.04% Add +2.1% 10,314 $621K
NewEdge Advisors, LLC 0.00% Reduce -85.8% 10,262 $618K
Kazazian Asset Management, LLC 0.67% Reduce -21.2% 10,174 $612K
Avanza Fonder AB 0.02% Add +1.5% 10,158 $611K
Clear Harbor Asset Management, LLC 0.04% Add +178.1% 10,098 $608K
Apollon Wealth Management, LLC 0.01% Add +17.8% 10,074 $606K
Ulland Investment Advisors, LLC 0.51% Add +49.9% 9,933 $598K
Gibbs Wealth Management 0.08% New 9,835 $592K
Mirabella Financial Services LLP 0.06% Add +98.3% 9,793 $589K
Chesapeake Asset Management LLC 0.47% New 9,748 $587K
LCNB Corp. 0.20% Reduce -1.1% 9,745 $586K
AE Wealth Management LLC 0.00% Add +71.8% 9,693 $583K
Signaturefd, LLC 0.01% Add +57.7% 9,594 $577K
Gen-Wealth Partners Inc 0.18% Add +51.8% 9,371 $564K
Ascentis Independent Advisors 0.04% Add +52.0% 9,369 $564K
Equitable Holdings, Inc. 0.00% Reduce -45.8% 8,554 $557K
Brown Brothers Harriman & Co. 0.00% Add +170.1% 9,199 $554K
Cwm, LLC 0.00% Reduce -30.5% 9,096 $547K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +17.4% 9,084 $547K
Portside Wealth Group, LLC 0.07% Add +20.1% 9,048 $545K
TCW Group Inc. 0.00% Add +5.1% 9,047 $544K
Rathbones Group PLC 0.00% Reduce -70.1% 8,940 $538K
Compagnie Lombard Odier SCmA 0.01% Reduce -8.4% 8,896 $535K
TD Waterhouse Canada Inc. 0.00% Reduce -67.1% 9,007 $535K
Evergreen Capital Management LLC 0.01% Add +43.5% 8,808 $530K
Prudential PLC 0.00% No change 8,708 $524K
Spark Investment Management LLC 1.26% No change 8,700 $524K
Harrell Investment Partners, LLC 0.12% Reduce -0.0% 8,640 $520K
180 Wealth Advisors, LLC 0.06% Add +0.2% 8,557 $515K
PFG Investments, LLC 0.02% Reduce -11.8% 8,547 $514K
Advisory Services Network, LLC 0.01% Add +8.9% 8,471 $510K
Argonautica Private Wealth Management, Inc. 0.15% Reduce -3.0% 8,394 $505K
Independent Financial Group, LLC 0.01% Reduce -8.5% 8,337 $502K
Inscription Capital, LLC 0.05% New 8,315 $500K
Choreo, LLC 0.01% Add +48.8% 8,284 $499K
Circle Wealth Management, LLC 0.01% New 8,255 $497K
Mgo One Seven LLC 0.01% Add +18.6% 8,235 $496K
Teacher Retirement System of Texas 0.00% Reduce -54.9% 8,231 $495K
Balyasny Asset Management L.P. 0.00% Reduce -99.1% 8,174 $492K
Gateway Investment Advisers LLC 0.01% Reduce -82.7% 8,132 $489K
Vise Technologies, Inc. 0.01% No change 7,442 $484K
Carson Advisory Inc. 0.25% Add +2.5% 8,035 $484K
FLC Capital Advisors 0.09% No change 7,949 $478K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -0.5% 7,877 $474K
Plato Investment Management Ltd 0.03% Add +152.6% 7,835 $472K
Cache Advisors, LLC 0.05% No change 7,830 $471K
Nilsine Partners, LLC 0.04% Reduce -5.2% 6,576 $469K
Wedmont Private Capital 0.02% Add +62.2% 7,448 $468K
Balboa Wealth Partners 0.08% Reduce -21.1% 7,668 $461K
Frank, Rimerman Advisors LLC 0.03% New 7,645 $460K
Savant Capital, LLC 0.00% Add +72.2% 7,458 $449K
Fideuram Asset Management (Ireland) dac 0.06% Reduce -93.0% 6,593 $447K
Banque Pictet & Cie SA 0.01% No change 7,400 $445K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -16.5% 7,340 $442K
Knollwood Investment Advisory, LLC 0.04% No change 7,306 $440K
PEAK6 LLC 0.01% Reduce -90.2% 7,290 $439K
Farther Finance Advisors, LLC 0.00% Add +2.4% 7,302 $435K
Greenleaf Trust 0.00% Add +47.4% 7,201 $433K
Gsa Capital Partners LLP 0.03% Add +106.4% 7,195 $433K
Geneos Wealth Management Inc. 0.01% Reduce -5.2% 7,109 $428K
Alphadyne Asset Management LP 0.06% New 7,107 $428K
Coldstream Capital Management Inc. 0.01% Add +126.5% 7,032 $423K
Merit Financial Group, LLC 0.00% Add +32.9% 7,004 $421K
Hennessy Advisors Inc. 0.02% Reduce -61.1% 7,000 $421K
Fearless Solutions, LLC dba Best Invest 0.25% Reduce -12.6% 6,971 $420K
Two Sigma Securities, LLC 0.05% New 6,785 $408K
Wealthspire Advisors, LLC 0.00% Add +24.7% 6,780 $408K
Chicago Partners Investment Group LLC 0.01% Add +59.5% 5,595 $406K
NorthRock Partners, LLC 0.01% Add +5.8% 6,706 $404K
United Advisor Group, LLC 0.05% Reduce -36.9% 6,682 $402K
Wellington Grp LLC 0.12% Add +43.0% 6,632 $399K
Callan Family Office, LLC 0.01% Reduce -6.1% 6,618 $398K
Impact Partnership Wealth, LLC 0.05% Reduce -4.4% 6,558 $395K
Prelude Capital Management, LLC 0.03% New 6,558 $395K
Doliver Advisors, LP 0.09% Reduce -11.4% 6,472 $389K
Sagespring Wealth Partners, LLC 0.01% Reduce -18.9% 6,466 $389K
Stratos Wealth Advisors, LLC 0.02% Reduce -23.4% 6,265 $377K
Bessemer Group Inc. 0.00% Add +72.1% 6,249 $376K
Painted Porch Advisors LLC 0.18% No change 6,225 $375K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -57.4% 6,225 $375K
Prospera Financial Services Inc 0.01% Reduce -10.0% 6,141 $370K
Ballentine Partners, LLC 0.01% Reduce -5.5% 6,135 $369K
Versant Capital Management, Inc 0.04% Add +271.7% 6,089 $366K
Trust Asset Management LLC 0.03% New 6,081 $366K
Carter Financial Group, INC. 0.23% No change 6,079 $366K
V-Square Quantitative Management LLC 0.04% Reduce -2.3% 6,064 $365K
Ostrum Asset Management 0.02% Add +355.8% 6,048 $364K
Sigma Planning Corp 0.01% Reduce -24.8% 5,967 $359K
Atlantic Union Bankshares Corp 0.01% Reduce -0.3% 5,908 $356K
Intact Investment Management Inc. 0.01% Reduce -16.9% 5,900 $355K
Avior Wealth Management, LLC 0.01% Reduce -23.1% 5,888 $354K
Keudell/Morrison Wealth Management 0.07% Add +8.8% 5,869 $353K
HUB Investment Partners, LLC 0.01% Add +7.9% 5,799 $349K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -5.7% 5,741 $345K
Brighton Jones LLC 0.01% New 5,715 $344K
South Dakota Investment Council 0.01% No change 5,700 $343K
AlphaGrep UK Ltd 0.10% Add +33.0% 5,558 $334K
Allworth Financial LP 0.00% Add +5.5% 5,543 $334K
Avidian Wealth Enterprises, LLC 0.01% Add +9.7% 5,538 $333K
Powell Investment Advisors, LLC 0.11% No change 5,527 $333K
Icon Wealth Advisors, LLC 0.02% Add +3.6% 4,774 $332K
Machina Capital S.A.S. 0.06% New 5,434 $327K
Tower Research Capital LLC (TRC) 0.01% Reduce -74.4% 5,400 $325K
Key Client Fiduciary Advisors, LLC 0.11% Reduce -5.4% 5,391 $324K
Prasad Wealth Partners, LLC 0.09% Reduce -1.7% 5,376 $324K
OpenArc Corporate Advisory, LLC 0.00% Add +43.9% 5,360 $323K
Cim Investment Management Inc. 0.09% Add +0.1% 5,307 $319K
Viawealth, LLC 0.18% Add +9.1% 5,300 $319K
Rahlfs Capital, LLC 0.23% No change 5,258 $316K
JB Capital LLC 0.01% Add +0.0% 5,218 $314K
Vista Investment Partners Ii, LLC 0.14% Reduce -2.8% 5,193 $313K
MAI Capital Management 0.00% Add +9.2% 5,179 $312K
Crestwood Advisors Group, LLC 0.01% New 5,144 $310K
Cigna Investments Inc. 0.05% Reduce -4.0% 5,112 $308K
Liontrust Investment Partners LLP 0.01% Reduce -95.8% 5,110 $308K
Ashton Thomas Securities, LLC 0.04% Add +7.9% 5,101 $307K
Snowden Capital Advisors LLC 0.01% Reduce -0.6% 5,099 $307K
Orion Porfolio Solutions, LLC 0.00% Reduce -8.9% 5,083 $306K
Stratos Wealth Partners, LTD. 0.00% Reduce -15.8% 5,069 $305K
Commerce Bank 0.00% Add +2.0% 5,028 $303K
Certuity, LLC 0.02% New 5,021 $302K
Legato Capital Management LLC 0.03% No change 5,020 $302K
Axxcess Wealth Management, LLC 0.01% Add +12.5% 5,011 $302K
Oslo Pensjonsforsikring AS 0.05% — 4,971 $299K
Keybank National Association 0.00% New 4,922 $296K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.0% 4,911 $296K
Sanders Morris Harris LLC 0.05% New 4,870 $293K
Sompo Asset Management Co., Ltd. 0.05% Reduce -62.5% 4,870 $293K
Quantum Portfolio Management LLC 0.13% Add +14.7% 4,821 $290K
Wesbanco Bank Inc. 0.01% Reduce -2.9% 4,821 $290K
Everhart Financial Group, Inc. 0.02% Add +10.3% 4,788 $288K
Journey Retirement Planning & Investment Management LLC 0.25% Reduce -73.5% 4,780 $288K
Norden Group LLC 0.03% Add +39.6% 4,756 $286K
Freestone Capital Holdings, LLC 0.01% Reduce -40.4% 4,742 $285K
Profund Advisors LLC 0.01% Reduce -17.2% 4,719 $284K
Wedbush Securities Inc. 0.01% Reduce -23.5% 4,692 $282K
Savvy Advisors, Inc. 0.01% Add +29.6% 4,643 $279K
JBGlobal.com LLC 0.27% Reduce -3.5% 4,638 $279K
Venturi Wealth Management, LLC 0.01% New 4,634 $279K
Atom Investors LP 0.02% New 4,618 $278K
Twin Focus Capital Partners, LLC 0.03% No change 4,600 $277K
Fifth Third Wealth Advisors LLC 0.01% Reduce -9.2% 4,522 $272K
Baker Avenue Asset Management, LP 0.01% New 4,462 $269K
Brevan Howard Capital Management LP 0.00% New 4,440 $267K
CX Institutional 0.01% Add +56.1% 4,435 $267K
Assetmark, Inc. 0.00% Add +13.8% 4,423 $266K
Realta Investment Advisors 0.09% Reduce -3.2% 4,417 $266K
Grant Private Wealth Management Inc 0.14% Reduce -2.5% 4,407 $265K
Fisher Asset Management 0.00% Reduce -8.4% 4,381 $264K
Tobam 0.07% Add +6.8% 4,357 $262K
Bradley Foster & Sargent Inc. 0.00% Reduce -4.5% 4,331 $261K
Tuttle Capital Management, LLC 0.43% New 4,297 $259K
Archer Investment Corp 0.05% Add +4447.9% 4,275 $257K
Conway Capital Management, Inc. 0.12% Reduce -0.5% 4,250 $256K
Prosperity Consulting Group, LLC 0.01% Add +12.0% 4,219 $254K
Global X Japan Co., Ltd. 0.01% New 4,214 $254K
Carlson Financial, Inc. 0.15% Reduce -2.3% 4,180 $252K
Kathmere Capital Management, LLC 0.02% Add +31.9% 4,180 $252K
111 Capital 0.06% New 4,171 $251K
Brown Advisory Inc. 0.00% Reduce -37.5% 4,076 $245K
CWA Asset Management Group, LLC 0.01% New 4,068 $245K
Independent Wealth Network Inc. 0.07% Add +12.1% 4,065 $245K
Pitti Group Wealth Management, LLC 0.20% Add +0.6% 4,063 $245K
Wbi Investments, LLC 0.07% New 4,060 $244K
Millington Securities, LLC 0.07% — 4,060 $244K
MCF Advisors LLC 0.01% No change 4,052 $244K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 4,049 $244K
D.A. Davidson & Co. 0.00% Reduce -76.0% 4,017 $242K
Capital Investment Advisory Services, LLC 0.02% Add +0.6% 4,011 $241K
Patton Fund Management, Inc. 0.04% Add +9.2% 4,010 $241K
Independent Advisor Alliance 0.00% Reduce -55.5% 4,000 $241K
Chaney Capital Management, Inc. 0.08% No change 3,970 $239K
Cardiff Park Advisors, LLC 0.02% No change 3,964 $239K
Evolve Private Wealth, LLC 0.01% New 3,954 $238K
Mediolanum International Funds Ltd 0.00% New 4,170 $238K
Earned Wealth Advisors, LLC 0.02% Reduce -21.8% 3,932 $237K
Grove Bank & Trust 0.03% Add +31.0% 3,923 $236K
Premier Path Wealth Partners, LLC 0.03% Reduce -26.8% 3,912 $235K
LeConte Wealth Management, LLC 0.15% Add +11.9% 3,898 $235K
Jump Financial, LLC 0.00% Reduce -16.0% 3,878 $233K
World Investment Advisors 0.00% Add +8.1% 3,825 $230K
Magnetar Financial LLC 0.00% New 4,007 $229K
Legacy Financial Advisors, Inc. 0.03% Add +0.2% 3,783 $228K
Sowell Financial Services LLC 0.01% Reduce -6.7% 3,777 $227K
Soltis Investment Advisors LLC 0.01% Add +12.3% 3,742 $225K
Lazari Capital Management, Inc. 0.08% No change 3,735 $225K
Mizuho Markets Cayman LP 0.01% New 3,732 $225K
Stevens Capital Management LP 0.03% New 3,718 $224K
Supplemental Annuity Collective Trust of NJ 0.06% New 3,708 $223K
Secure Asset Management, LLC 0.04% Reduce -3.3% 3,675 $221K
AssuredPartners Investment Advisors, LLC 0.02% Add +0.1% 3,637 $221K
Moneta Group Investment Advisors LLC 0.00% Add +0.7% 3,603 $217K
Addison Capital Co 0.04% No change 3,603 $217K
KRS Capital Management, LLC 0.13% Reduce -25.0% 3,595 $216K
TD Private Client Wealth LLC 0.00% Add +10.5% 3,586 $216K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -5.3% 3,572 $215K
Western Wealth Management, LLC 0.01% Reduce -3.0% 3,565 $215K
Westpac Banking Corp. 0.01% No change 3,529 $212K
Moors & Cabot, Inc. 0.01% No change 3,473 $209K
Cinctive Capital Management LP 0.01% New 3,461 $208K
Stonekeep Investments, LLC 0.13% Add +0.5% 3,458 $208K
Cambria Investment Management, L.P. 0.01% Reduce -6.7% 3,437 $207K
Smartleaf Asset Management LLC 0.01% Reduce -4.2% 3,605 $206K
Summit Financial, LLC 0.00% New 3,416 $206K
One Wealth Capital Management, LLC 0.09% New 2,931 $204K
Sargent Investment Group, LLC 0.03% Reduce -1.3% 3,385 $204K
Jacobi Capital Management LLC 0.01% No change 3,374 $203K
Interchange Capital Partners, LLC 0.06% New 3,672 $202K
SageGuard Financial Group, LLC 0.03% No change 3,364 $202K
RFG Advisory, LLC 0.00% New 3,362 $202K
Arax Advisory Partners 0.01% Reduce -13.7% 3,228 $194K
BankPlus Trust Department 0.05% New 3,053 $184K
Hantz Financial Services, Inc. 0.00% Add +65.6% 3,006 $181K
Larson Financial Group LLC 0.01% Add +45.5% 2,963 $178K
Limestone Investment Advisors LP 0.09% New 2,960 $178K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -34.2% 2,957 $177K
Harbor Investment Advisory, LLC 0.01% Reduce -10.0% 2,915 $175K
Dara Capital Us, Inc. 0.17% No change 2,904 $175K
Wolverine Asset Management LLC 0.01% Add +1.9% 2,846 $171K
Cary Street Partners Financial LLC 0.00% Add +0.1% 2,712 $163K
Huntington National Bank 0.00% Add +9.6% 2,675 $161K
Sunbelt Securities, Inc. 0.01% Reduce -6.6% 2,493 $150K
Lazard Asset Management LLC 0.00% Add +0.4% 2,437 $147K
Corsicana & Co. 0.09% Add +2.5% 2,639 $143K
Banque Cantonale Vaudoise 0.01% Add +48.8% 2,374 $143K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% Reduce -83.6% 2,332 $140K
Financial Perspectives, Inc 0.04% No change 2,300 $138K
Marathon Trading Investment Management LLC 0.04% New 2,250 $135K
SHP Wealth Management 0.01% Add +79.5% 2,147 $129K
Corient IA LP 0.11% New 2,030 $122K
MPWM Advisory Solutions, LLC 0.06% Add +493.5% 2,018 $121K
CENTRAL TRUST Co 0.00% Reduce -1.5% 1,966 $118K
UMB Bank, n.a. 0.00% Add +36.5% 1,894 $114K
Mather Group, Llc. 0.00% New 1,816 $109K
Banque Transatlantique SA 0.00% New 1,784 $107K
Acropolis Investment Management, LLC 0.00% New 1,738 $105K
Spire Wealth Management 0.00% Reduce -1.2% 1,690 $102K
Deseret Mutual Benefit Administrators 0.03% Add +133.5% 1,660 $100K
Clearstead Advisors, LLC 0.00% Reduce -45.3% 1,625 $98K
Meeder Asset Management Inc. 0.01% Add +1120.6% 1,599 $96K
Center for Financial Planning, Inc. 0.01% Reduce -8.4% 1,557 $94K
LGT Financial Advisors LLC 0.46% Add +50.0% 1,500 $90K
CYBER HORNET ETFs LLC 0.06% Reduce -9.2% 1,507 $90K
Bokf, NA 0.00% Reduce -6.0% 1,455 $88K
NFSG Corp 0.01% Reduce -17.3% 1,430 $86K
Murphy & Mullick Capital Management Corp 0.06% Reduce -31.6% 1,409 $85K
Private Trust Co. NA 0.01% Add +2.6% 1,355 $82K
Wall Street Financial Group, Inc. 0.05% New 1,323 $80K
Noble Wealth Management PBC 0.04% No change 1,288 $78K
Truvestments Capital LLC 0.01% Reduce -28.5% 1,287 $77K
Silicon Valley Capital Partners 0.01% Add +0.9% 1,213 $73K
Crewe Advisors LLC 0.01% Add +67.4% 1,212 $73K
Bank of New Hampshire 0.02% No change 1,190 $72K
CoreCap Advisors, LLC 0.00% Reduce -34.3% 1,182 $71K
E Fund Management (Hong Kong) Co., Ltd. 0.03% Add +29350.0% 1,178 $71K
Rakuten Securities, Inc. 0.03% Reduce -38.5% 1,147 $69K
LSV Asset Management 0.00% No change 1,100 $66K
OV Management LLC 0.13% Reduce -85.2% 1,088 $65K
Westside Investment Management, Inc. 0.01% Add +26.7% 1,068 $64K
Whittier Trust Co. 0.00% Reduce -7.3% 1,032 $63K
S-Bank Fund Management Ltd 0.01% Reduce -3.6% 1,021 $61K
Caz Investments LP 0.07% No change 1,000 $60K
Morton Brown Family Wealth, LLC 0.02% No change 1,000 $60K
Ameliora Wealth Management Ltd. 0.02% No change 973 $59K
EFG International AG 0.00% Reduce -34.8% 950 $57K
Cromwell Holdings LLC 0.03% Reduce -21.6% 942 $57K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +1033.3% 918 $55K
Blue Trust, Inc. 0.00% Reduce -15.9% 918 $55K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.1% 904 $54K
Covestor Ltd 0.04% Reduce -48.6% 872 $53K
Cary Street Partners Investment Advisory LLC 0.01% Add +42.0% 866 $52K
EverSource Wealth Advisors, LLC 0.00% Add +19.2% 843 $51K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -19.8% 821 $49K
Root Financial Partners, LLC 0.00% Add +15.1% 818 $49K
City State Bank 0.01% No change 805 $48K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 800 $48K
Caldwell Trust Co 0.00% No change 800 $48K
Ancora Advisors LLC 0.00% Add +93.8% 775 $47K
Greycroft LP 0.03% New 767 $46K
CNB Bank 0.02% No change 746 $45K
Whittier Trust Co. of Nevada Inc. 0.00% Add +21.8% 732 $44K
Y.D. More Investments Ltd 0.00% Reduce -94.0% 730 $44K
Rothschild Investment LLC 0.00% Add +21.7% 713 $43K
Board of the Pension Protection Fund 0.04% Reduce -22.2% 700 $42K
Itau Unibanco Holding S.A. 0.00% New 694 $42K
J.Safra Asset Management Corp 0.00% Reduce -35.0% 682 $41K
Washington Trust Advisors, Inc. 0.00% Reduce -0.6% 680 $41K
Capital Analysts, LLC 0.00% Reduce -5.5% 669 $40K
Bayforest Capital Ltd 0.04% Reduce -66.6% 659 $40K
Osbon Capital Management LLC 0.03% Reduce -5.2% 626 $38K
Cullen/Frost Bankers, Inc. 0.00% Reduce -23.1% 619 $37K
Darwin Wealth Management, LLC 0.01% Reduce -4.0% 607 $37K
Twin Lakes Capital Management, LLC 0.02% Reduce -11.0% 600 $36K
Golden State Wealth Management, LLC 0.00% Reduce -9.9% 592 $36K
CVA Family Office, LLC 0.00% Reduce -22.9% 591 $36K
Quarry LP 0.01% Add +38.8% 590 $36K
Generali Asset Management SPA SGR 0.00% Reduce -3.1% 589 $35K
Salem Investment Counselors Inc. 0.00% Reduce -91.3% 547 $33K
Destiny Wealth Partners, LLC 0.00% New 544 $33K
Parkside Financial Bank & Trust 0.00% Reduce -8.4% 523 $31K
Global Assets Advisory, LLC 0.01% New 520 $31K
Rachor Investment Advisory Services, LLC 0.02% No change 490 $29K
RMG Wealth Management LLC 0.00% No change 400 $29K
Twin Peaks Wealth Advisors, LLC 0.01% New 470 $28K
Sit Investment Associates Inc. 0.00% No change 450 $27K
Sound Income Strategies, LLC 0.00% Add +2.3% 453 $27K
Cornerstone Planning Group LLC 0.00% Add +128.4% 370 $26K
Keating Financial Advisory Services, Inc. 0.00% Add +161.0% 428 $26K
Owl Creek Wealth Partners LLC 0.01% — 399 $24K
Quent Capital, LLC 0.00% Add +19.1% 392 $24K
Sachetta, LLC 0.01% Add +7.6% 368 $22K
Clearstead Trust, LLC 0.00% Add +10.5% 368 $22K
Comprehensive Financial Planning, Inc. 0.01% Reduce -22.2% 350 $21K
First United Bank & Trust 0.01% No change 350 $21K
LOM Asset Management Ltd 0.01% No change 340 $20K
Federated Hermes, Inc. 0.00% Reduce -99.2% 337 $20K
Aventura Private Wealth, LLC 0.01% No change 331 $20K
Lanark Financial, Inc. 0.00% Add +43.5% 330 $20K
NBT Bank, N.A. 0.00% Add +9.3% 328 $20K
Community Bank, N.A. 0.00% No change 327 $20K
Farmers & Merchants Investments Inc. 0.00% No change 310 $19K
Manchester Capital Management LLC 0.00% Add +15.8% 308 $19K
Kozak & Associates, Inc. 0.00% Add +54.0% 285 $18K
CDKV Holdings LLC 0.02% Reduce -49.6% 300 $18K
Costello Asset Management, INC 0.01% No change 300 $18K
JFS Wealth Advisors, LLC 0.00% Add +6.9% 296 $18K
S&T Bank 0.01% Add +1156.5% 289 $17K
Hurley Capital, LLC 0.01% Reduce -2.8% 283 $17K
MidFirst Bank 0.00% No change 275 $17K
Tidemark, LLC 0.00% No change 274 $16K
Nemes Rush Group LLC 0.00% No change 272 $16K
Financial Network Wealth Advisors LLC 0.02% Add +86.5% 263 $16K
Zions Bancorporation, National Association 0.00% Reduce -26.3% 261 $16K
PlanVest Financial, Inc 0.01% — 254 $15K
Wellington-Altus USA Inc. 0.01% No change 200 $15K
2UniFi Bank 0.01% Reduce -28.6% 250 $15K
Addison Advisors LLC 0.00% No change 246 $15K
Physician Wealth Advisors, Inc. 0.00% Add +737.9% 243 $15K
Lodestone Wealth Management LLC 0.01% Reduce -5.9% 241 $15K
Wolff Wiese Magana LLC 0.01% No change 240 $14K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -94.2% 237 $14K
Forum Finance Group S.A. 0.01% — 300 $14K
Asset Planning,Inc 0.01% Reduce -63.8% 227 $14K
True Wealth Design, LLC 0.00% Add +254.7% 227 $14K
First Command Advisory Services, Inc. 0.00% Add +1111.1% 218 $13K
Joseph Group Capital Management 0.00% Add +174.7% 217 $13K
Hamilton Capital Partners Inc. 0.00% Reduce -97.2% 214 $13K
Swiss Re Ltd. 0.08% No change 209 $13K
Basecamp Wealth Advisors LLC 0.00% Reduce -65.3% 206 $12K
Hollencrest Capital Management 0.00% No change 206 $12K
TD Capital Management LLC 0.00% No change 205 $12K
Brown, Lisle/Cummings, Inc. 0.00% Add +15.5% 201 $12K
PFS Partners, LLC 0.01% No change 200 $12K
Strategic Investment Solutions, Inc. 0.00% No change 200 $12K
Tradewinds Capital Management, LLC 0.00% No change 200 $12K
Independence Bank of Kentucky 0.00% Add +81.8% 200 $12K
IAG Wealth Partners, LLC 0.00% No change 200 $12K
Wilmington Savings Fund Society, FSB 0.00% Reduce -91.2% 200 $12K
Country Trust Bank 0.00% No change 200 $12K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 198 $12K
Montag A & Associates Inc. 0.00% Reduce -28.8% 198 $12K
Albion Financial Group 0.00% No change 196 $12K
Nova Wealth Management, Inc. 0.01% No change 196 $12K
Kilter Group LLC 0.01% Reduce -4.9% 194 $12K
Key Financial Inc 0.00% No change 187 $11K
SouthState Bank Corp 0.00% Reduce -8.3% 187 $11K
Armstrong Advisory Group, Inc. 0.00% Add +616.0% 179 $11K
Rossby Financial, LCC 0.00% Add +139.7% 175 $10K
Anchor Investment Management, LLC 0.00% No change 173 $10K
Kelleher Financial Advisors 0.00% Add +2085.7% 153 $10K
Highline Wealth Partners LLC 0.00% Add +209.1% 170 $10K
New England Capital Financial Advisors LLC 0.00% No change 162 $10K
AdvisorNet Financial, Inc 0.00% Reduce -94.1% 161 $10K
IMG Wealth Management, Inc. 0.01% Add +29.8% 157 $9K
Lam Group, Inc. 0.01% New 157 $9K
Transamerica Financial Advisors, LLC 0.00% Add +73.9% 153 $9K
Rosenberg Matthew Hamilton 0.00% Reduce -53.2% 152 $9K
Gould Capital, LLC 0.01% No change 150 $9K
Pin Oak Investment Advisors Inc. 0.01% No change 155 $9K
Avion Wealth 0.00% Add +4.7% 155 $9K
Valley National Advisers Inc. 0.00% Add +58.0% 158 $9K
Fortitude Family Office, LLC 0.00% Add +79.5% 149 $9K
Cornerstone National Bank & Trust Co 0.00% New 150 $9K
Clayton Financial Group LLC 0.00% Add +78.3% 148 $9K
Wilkerson Advisory Group LLC 0.00% Add +52.6% 145 $9K
Smithfield Trust Co 0.00% No change 140 $8K
JPL Wealth Management, LLC 0.00% New 132 $8K
Kemnay Advisory Services Inc. 0.00% Reduce -25.6% 131 $8K
Financial Consulate, Inc. 0.00% Reduce -15.1% 129 $8K
High Note Wealth, LLC 0.00% Add +43.0% 123 $7K
Elequin Capital, LP 0.00% Add +5950.0% 121 $7K
North Star Investment Management Corp. 0.00% Reduce -38.0% 121 $7K
Missouri Trust & Investment Co 0.00% No change 118 $7K
Mosley Wealth Management 0.00% New 97 $7K
GW&K Investment Management, LLC 0.00% Reduce -47.3% 117 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 116 $7K
Vision Financial Markets LLC 0.01% No change 114 $7K
Dogwood Wealth Management LLC 0.00% Add +115.1% 114 $7K
Investment Research & Advisory Group, Inc. 0.00% No change 98 $7K
SWAN Capital LLC 0.00% No change 111 $7K
Webster Bank, N. A. 0.00% No change 110 $7K
Salomon & Ludwin, LLC 0.00% Reduce -62.5% 110 $7K
Hamrick Investment Counsel, llc 0.00% No change 106 $6K
Cornerstone Financial Management LLC 0.01% Add +112.0% 106 $6K
Scarborough Advisors, LLC 0.00% New 105 $6K
Medallion Wealth Advisors, LLC 0.00% No change 103 $6K
Advocate Investing Services LLC 0.01% Reduce -53.7% 100 $6K
Rialto Wealth Management, LLC 0.00% Add +7.5% 100 $6K
Triumph Capital Management 0.00% Reduce -20.0% 100 $6K
Blume Capital Management, Inc. 0.00% Reduce -5.7% 100 $6K
Central Pacific Bank - Trust Division 0.00% No change 100 $6K
Bfsg, LLC 0.00% Add +100.0% 100 $6K
Elevation Wealth Partners, LLC 0.00% New 97 $6K
Vision Retirement, LLC 0.00% No change 97 $6K
Westfuller Advisors, LLC 0.00% Reduce -1.0% 95 $6K
Summit Securities Group LLC 0.00% Reduce -88.9% 90 $5K
Barrett & Company, Inc. 0.00% No change 90 $5K
Hilltop National Bank 0.00% No change 90 $5K
City Holding Co. 0.00% Reduce -63.3% 90 $5K
Bell Investment Advisors, Inc 0.00% Reduce -10.5% 85 $5K
SJS Investment Consulting Inc. 0.00% Add +1.3% 81 $5K
Boreal Capital Management LLC 0.00% No change 80 $5K
Fourth Dimension Wealth, LLC 0.00% No change 80 $5K
Leo H. Evart, Inc. 0.00% — 76 $5K
Creative Financial Designs Inc. 0.00% Add +41.5% 75 $5K
Signature Equity Partners, LLC 0.00% Add +12.7% 71 $4K
Raffa Wealth Management, LLC 0.00% Add +7.6% 71 $4K
Islay Capital Management, LLC 0.00% No change 70 $4K
Clean Yield Group 0.00% No change 70 $4K
Arlington Trust Co LLC 0.00% No change 70 $4K
Accent Capital Management, LLC 0.00% No change 68 $4K
Ares Financial Consulting, LLC 0.00% New 65 $4K
McGuire Capital Advisors Inc. 0.00% Reduce -13.7% 63 $4K
Bogart Wealth, LLC 0.00% Add +6000.0% 61 $4K
MV Capital Management, Inc. 0.00% Reduce -65.9% 60 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +75.8% 58 $3K
Pflug Koory, LLC 0.00% No change 57 $3K
Bayban 0.00% No change 50 $3K
Gill Capital Partners, LLC 0.00% New 50 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $3K
Hughes Financial Services, LLC 0.00% Add +28.2% 50 $3K
Hoey Investments, Inc. 0.00% No change 50 $3K
Purpose Unlimited Inc. 0.00% New 50 $3K
Ogorek Anthony Joseph /NY/ 0.00% Add +3.2% 64 $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% No change 46 $3K
Abound Wealth Management 0.00% No change 45 $3K
Retirement Wealth Solutions LLC 0.00% Add +450.0% 44 $3K
Park Place Capital Corp 0.00% Reduce -18.5% 44 $3K
Bruce G. Allen Investments, LLC 0.00% No change 43 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +10.5% 42 $3K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -18.0% 41 $2K
First Pacific Financial 0.00% New 40 $2K
Hager Investment Management Services, LLC 0.00% No change 40 $2K
Colonial Trust Co / SC 0.00% Add +40.7% 38 $2K
Bellevue Asset Management, LLC 0.00% No change 36 $2K
YANKCOM Partnership 0.00% No change 36 $2K
Marquette Asset Management, LLC 0.00% New 34 $2K
IMA Advisory Services, Inc. 0.00% No change 34 $2K
Raleigh Capital Management Inc. 0.00% New 33 $2K
Essential Partners LLC 0.00% Add +1000.0% 33 $2K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -41.1% 33 $2K
Principia Wealth Advisory, LLC 0.00% Add +3.2% 32 $2K
Intentional Wealth Strategies, LLC 0.00% — 31 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $2K
Mascoma Wealth Management LLC 0.00% New 30 $2K
Manitou Investment Management Ltd. 0.00% No change 29 $2K
Tacita Capital Inc 0.00% No change 28 $2K
United Financial Planning Group LLC 0.00% New 28 $2K
1015 Capital Partners, LLC 0.00% Add +78.6% 25 $2K
My Portfolio Guide, LLC 0.00% — 25 $2K
CGC Financial Services, LLC 0.00% No change 25 $2K
McIlrath & Eck, LLC 0.00% Reduce -80.0% 25 $2K
IFS Advisors, LLC 0.00% No change 25 $2K
WPG Advisers, LLC 0.00% Reduce -14.3% 24 $1K
Vermillion Wealth Management, Inc. 0.00% Add +300.0% 24 $1K
First Horizon Corp. 0.00% Add +109.1% 23 $1K
Aspect Partners, LLC 0.00% No change 22 $1K
Global Wealth Strategies & Associates 0.00% Reduce -48.8% 22 $1K
American Capital Advisory, LLC 0.00% Add +31.3% 21 $1K
Copia Wealth Management 0.00% Add +33.3% 20 $1K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 20 $1K
PayPay Securities Corp 0.04% Add +14.3% 16 $1K
Asset Dedication, LLC 0.00% No change 18 $1K
Hilton Head Capital Partners, LLC 0.00% No change 18 $1K
Bare Financial Services, Inc 0.00% Reduce -53.9% 18 $1K
N.E.W. Advisory Services LLC 0.00% Reduce -5.3% 18 $1K
WestEnd Advisors, LLC 0.00% No change 18 $1K
GHP Investment Advisors, Inc. 0.00% Add +21.4% 17 $1K
Granite FO LLC 0.00% No change 17 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 17 $1K
Whipplewood Advisors, LLC 0.00% New 17 $1K
Lloyd Advisory Services, LLC. 0.00% New 17 $1K
Kingdom Financial Group LLC. 0.00% No change 17 $1K
Dunhill Financial, LLC 0.00% Add +6.7% 16 $974
Portus Wealth Advisors, LLC 0.00% New 15 $903
HFM Investment Advisors, LLC 0.00% Add +15.4% 15 $903
Robinswood Financial LLC 0.00% No change 15 $902
Vanguard National Trust Co 0.00% — 14 $843
Operose Advisors LLC 0.00% New 13 $782
Napier Financial, LLC 0.00% New 13 $782
Godfrey Financial Associates, Inc. 0.00% Reduce -35.3% 11 $662
C M Bidwell & Associates Ltd. 0.00% No change 11 $662
Quaker Wealth Management, LLC 0.00% No change 11 $662
TFC Financial Management, Inc. 0.00% Reduce -15.4% 11 $662
Private Wealth Management Group, LLC 0.00% No change 10 $602
Nvwm, LLC 0.00% No change 10 $602
Westend Capital Management, LLC 0.00% New 9 $542
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 8 $482
Clark Wealth Partners 0.00% New 8 $482
Thompson Investment Management, Inc. 0.00% No change 8 $481
Davis Capital Management 0.00% Add +40.0% 7 $421
TopTier Wealth Management, LLC 0.00% New 7 $421
Torren Management, LLC 0.00% No change 7 $421
Seneschal Advisors, LLC 0.00% No change 6 $362
KERR FINANCIAL PLANNING Corp 0.00% No change 5 $350
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 5 $301
Pacific Center for Financial Services 0.00% No change 5 $301
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $301
Cassaday & Co Wealth Management LLC 0.00% New 4 $256
Walsh & Associates, LLC 0.00% New 4 $241
DecisionPoint Financial, LLC 0.00% No change 4 $241
Curio Wealth, LLC 0.00% New 4 $241
Innovative Asset Advisors Group, LLC 0.00% — 4 $241
Stone House Investment Management, LLC 0.00% No change 4 $241
Ameriflex Group, Inc. 0.00% No change 4 $240
3 Factor Indexing, LLC 0.00% — 1 $61
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.