BlockXYZ

13F holders, Q2 2026 (June 30)
1,084holders +89
176new positions
89sold out
14famous investors
$76.06avg. 13F price*

At the end of Q2 2026, 1,084 institutions reported holding Block Inc. (XYZ) in their 13F filings, up 89 from Q1 2026. 176 opened new positions and 89 sold out. The largest holders were BlackRock, Inc. ($3.2B), T. Rowe Price Associates Inc. ($3.0B) and Vanguard Capital Management LLC ($2.7B). 14 famous investors held it, including Dan Loeb (4.3% of Third Point's portfolio), Cathie Wood (1.5% of ARK Investment Management's portfolio) and Chase Coleman (1.5% of Tiger Global Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions176$527.2M
Exits89$386.8M

All 13F filers, Q1 2026 → Q2 2026: 35,691,836 shares bought and 30,937,821 shares sold, net +4,754,015 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,084 holders

BlackRock, Inc. 0.05% Reduce -1.6% 41,573,031 $3.2B
T. Rowe Price Associates Inc. 0.30% Reduce -12.1% 39,734,330 $3.0B
Vanguard Capital Management LLC 0.06% Reduce -1.8% 34,947,284 $2.7B
Vanguard Portfolio Management LLC 0.09% Reduce -2.9% 24,929,106 $1.9B
State Street Corp. 0.05% Reduce -0.4% 23,055,792 $1.8B
Capital World Investors 0.19% Add +3.9% 21,404,048 $1.6B
Morgan Stanley 0.06% Reduce -4.7% 15,133,884 $1.2B
Geode Capital Management, LLC 0.06% Reduce -3.3% 14,236,500 $1.1B
Ameriprise Financial Inc. 0.13% Add +23.3% 8,464,132 $643.3M
Contour Asset Management LLC 14.84% Add +81.9% 8,246,473 $626.7M
Norges Bank 0.06% — 7,797,430 $592.6M
Loomis Sayles & Co. L P 0.70% Reduce -1.1% 7,340,417 $557.9M
Citadel Advisors 0.26% Reduce -6.1% 5,901,133 $448.5M
Goldman Sachs Group Inc. 0.05% Add +111.9% 5,806,130 $441.3M
Bank of America Corp. 0.03% Reduce -5.0% 5,746,501 $436.7M
Sands Capital Management, LLC 1.59% Add +2.2% 5,632,505 $428.1M
Invesco Ltd. 0.03% Reduce -9.5% 4,996,783 $379.8M
Wellington Management Group LLP 0.06% Add +18.7% 4,666,205 $354.6M
Charles Schwab Investment Management Inc. 0.05% Add +4.5% 4,607,659 $350.2M
Tiger Global Management 1.45% Add +14.4% 4,576,007 $347.8M
Northern Trust Corp. 0.04% Reduce -3.5% 4,552,401 $346.0M
Point72 Asset Management 0.54% Reduce -29.0% 4,470,306 $339.7M
JPMorgan Chase & Co. 0.02% Add +37.3% 4,130,730 $322.3M
Legal & General Group Plc 0.06% Add +2.1% 3,522,236 $267.7M
Dimensional Fund Advisors LP 0.05% Add +4.4% 3,285,177 $249.8M
ARK Investment Management 1.53% Add +0.1% 3,097,973 $235.4M
PointState Capital LP 4.16% Reduce -22.2% 3,094,493 $235.2M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -8.6% 3,024,524 $229.9M
Vanguard Fiduciary Trust Co. 0.05% Reduce -3.4% 3,003,926 $228.3M
Baillie Gifford & Co. 0.20% Add +8.3% 2,886,376 $219.4M
Amova Asset Management Americas, Inc. 2.83% Add +1.3% 2,884,009 $219.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -3.3% 2,786,799 $211.8M
Sumitomo Mitsui Trust Group, Inc. 0.12% Add +2.9% 2,700,336 $205.2M
Hyperion Asset Management Ltd 5.40% Add +6.9% 2,682,854 $203.9M
Bank of New York Mellon Corp 0.03% Reduce -4.1% 2,674,147 $203.2M
Third Point 4.26% New 2,558,943 $194.5M
FMR LLC 0.01% Reduce -23.2% 2,452,918 $186.4M
Barclays PLC 0.06% Add +73.2% 2,312,392 $175.7M
UBS Group AG 0.03% Reduce -41.8% 2,092,359 $159.0M
BNP Paribas Financial Markets 0.08% Add +50.8% 1,921,416 $146.0M
Clearbridge Investments, LLC 0.12% Add +1.6% 1,851,568 $140.7M
Amundi 0.03% Add +10.4% 1,627,629 $123.7M
Robeco Institutional Asset Management B.V. 0.15% Add +249.1% 1,560,555 $118.6M
FIL Ltd 0.09% Reduce -0.5% 1,559,611 $118.5M
Royal Bank of Canada 0.02% Add +11.4% 1,555,775 $118.2M
Swiss National Bank 0.06% Reduce -10.1% 1,444,586 $109.8M
Nuveen, LLC 0.02% Reduce -5.8% 1,370,192 $104.1M
Quantinno Capital Management LP 0.12% Add +24.2% 1,343,744 $102.1M
Deutsche Bank AG 0.03% Reduce -14.5% 1,338,903 $101.8M
HSBC Holdings PLC 0.05% Add +24.7% 1,321,563 $100.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +4.2% 1,288,996 $98.0M
Carmignac Gestion 1.27% Reduce -60.2% 1,287,026 $97.8M
American Century Companies Inc. 0.04% Add +37.1% 1,209,618 $91.9M
Van Eck Associates Corp. 0.06% Add +7.0% 1,197,560 $91.0M
Glenview Capital Management, LLC 1.82% Reduce -12.3% 1,197,046 $91.0M
Vanguard Global Advisers, LLC 0.04% Reduce -3.6% 1,161,804 $88.3M
Panagora Asset Management Inc. 0.25% Add +93.3% 1,088,510 $82.7M
Azora Capital LP 3.39% Add +52.3% 1,059,160 $80.5M
Rhumbline Advisers 0.06% Add +8.3% 1,023,049 $77.8M
a16z Capital Management, L.L.C. 0.54% No change 1,016,697 $77.3M
SC US (ttgp), LTD. 0.24% No change 990,778 $75.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +27.9% 962,636 $73.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.05% Add +9.9% 959,037 $72.9M
Canada Pension Plan Investment Board 0.04% Add +27.7% 950,040 $72.2M
California Public Employees Retirement System 0.04% Reduce -0.5% 950,014 $72.2M
Assenagon Asset Management S.A. 0.09% Add +372.9% 937,540 $71.3M
National Pension Service 0.05% Reduce -1.2% 936,971 $71.2M
AQR Capital Management 0.02% Add +781.0% 909,911 $69.2M
Sumitomo Mitsui Financial Group, Inc. 1.32% Add +0.1% 909,320 $69.1M
Wells Fargo & Company 0.01% Add +14.8% 903,012 $68.6M
Raymond James Financial Inc. 0.02% Add +31.1% 889,858 $67.6M
Citigroup Inc. 0.03% Reduce -13.5% 785,286 $59.7M
Los Angeles Capital Management LLC 0.22% Add +817.2% 785,011 $59.7M
Jane Street Group, LLC 0.04% Add +631.7% 757,580 $57.6M
Russell Investments Group, Ltd. 0.05% Add +23.7% 747,000 $56.9M
Schonfeld Strategic Advisors LLC 0.29% Add +7.8% 724,673 $55.1M
California State Teachers Retirement System 0.05% Reduce -10.0% 721,738 $54.9M
Meridiem Capital Partners LP 2.40% Reduce -5.9% 687,662 $52.3M
Woodson Capital Management, LP 8.52% Add +15.7% 670,000 $50.9M
Rockefeller Capital Management L.P. 0.07% Add +0.5% 610,187 $46.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +58.0% 606,766 $46.1M
Danica Pension, Livsforsikringsaktieselskab 0.72% Reduce -32.1% 589,857 $44.8M
Principal Financial Group Inc. 0.02% Reduce -7.8% 587,719 $44.7M
Engineers Gate Manager LP 0.56% Add +2575.4% 571,414 $43.4M
Nan Shan Life Insurance Co., Ltd. 1.31% Reduce -0.2% 551,615 $41.9M
Evergreen Quality Fund GP, Ltd. 0.61% Reduce -73.3% 499,903 $38.0M
CANADA LIFE ASSURANCE Co 0.06% Reduce -3.5% 499,419 $37.9M
Tidal Investments LLC 0.09% Reduce -2.7% 479,371 $36.4M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -1.8% 476,900 $36.2M
PFA Pension, Forsikringsaktieselskab 0.09% Reduce -14.9% 469,513 $35.7M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +22.3% 464,631 $35.3M
Marshall Wace, LLP 0.03% Add +232.1% 457,445 $34.8M
State Board of Administration of Florida Retirement System 0.06% Reduce -2.9% 457,013 $34.7M
Tudor Investment Corporation 0.14% New 450,711 $34.3M
Susquehanna Fundamental Investments, LLC 0.63% No change 442,561 $33.6M
Toronto Dominion Bank 0.06% Add +101.1% 442,053 $33.6M
Alliancebernstein L.P. 0.01% Reduce -1.0% 556,765 $33.5M
New York State Teachers Retirement System 0.06% Add +0.3% 437,949 $33.3M
Cerity Partners LLC 0.04% Add +5.8% 434,332 $33.0M
LPL Financial LLC 0.01% Reduce -5.1% 426,982 $32.5M
Millennium Management 0.02% Add +118.0% 422,133 $32.1M
Aviva PLC 0.05% Add +0.2% 421,324 $32.0M
Natixis Advisors, LLC 0.04% Add +4.0% 420,374 $31.9M
DekaBank Deutsche Girozentrale 0.05% No change 541,204 $31.6M
Aberdeen Group plc 0.04% Add +0.1% 413,403 $31.4M
Bridgewater Associates 0.13% Add +193.6% 413,101 $31.4M
Bank of Montreal 0.01% Add +12.8% 409,645 $31.1M
Sei Investments Co. 0.03% Reduce -1.1% 390,511 $29.7M
TD Asset Management Inc 0.03% Reduce -8.3% 379,770 $28.9M
National Bank of Canada 0.03% Add +20.6% 378,467 $28.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +19.9% 373,585 $28.4M
Gotham Asset Management 0.07% Add +3.5% 370,862 $28.2M
Danske Bank A/S 0.06% Add +24.5% 368,635 $28.0M
Korea Investment CORP 0.05% Add +25.5% 359,772 $27.3M
ExodusPoint Capital Management, LP 0.25% New 353,554 $26.9M
Erste Asset Management GmbH 0.21% Reduce -23.9% 342,473 $26.7M
Qube Research & Technologies Ltd 0.03% New 338,635 $25.7M
Interval Partners, LP 0.82% Add +274.4% 335,127 $25.5M
APG Asset Management N.V. 0.06% Add +38.2% 382,902 $25.5M
Squarepoint Ops LLC 0.05% Add +2135.6% 325,453 $24.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +15.7% 317,755 $24.3M
Graham Capital Management, L.P. 0.94% Add +865.5% 318,609 $24.2M
Syon Capital LLC 1.05% Reduce -11.5% 316,636 $24.1M
Man Group plc 0.04% Add +195.2% 315,320 $24.0M
Susquehanna International Group, LLP 0.02% Add +24.3% 314,185 $23.9M
Franklin Resources Inc. 0.01% Reduce -6.9% 313,908 $23.9M
SIH Partners, LLLP 0.97% New 306,489 $23.3M
State of Michigan Retirement System 0.10% Add +5.8% 300,839 $22.9M
Envestnet Asset Management Inc. 0.01% Add +19.4% 293,040 $22.3M
Nordea Investment Management AB 0.02% Reduce -14.1% 293,191 $22.2M
Balyasny Asset Management L.P. 0.04% Add +3341.2% 281,283 $21.4M
New York State Common Retirement Fund 0.03% Reduce -4.5% 281,202 $21.4M
Ensign Peak Advisors, Inc 0.03% Add +71.8% 274,046 $20.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -6.1% 273,618 $20.8M
State of Wisconsin Investment Board 0.04% Reduce -7.6% 273,204 $20.8M
Voya Investment Management LLC 0.02% Add +14.7% 267,959 $20.4M
Royal London Asset Management Ltd. 0.04% Reduce -0.6% 265,878 $20.2M
Freestone Grove Partners LP 0.13% Add +26.1% 264,648 $20.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Add +106.1% 262,677 $20.0M
Vanguard Investments Australia, Ltd. 0.05% Reduce -3.1% 262,942 $20.0M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -4.2% 259,975 $19.8M
Prudential Financial Inc. 0.02% Reduce -2.9% 257,247 $19.6M
STRS Ohio 0.07% Add +323.1% 251,314 $19.1M
Public Employees Retirement System of Ohio 0.06% Reduce -4.7% 249,297 $18.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +13.2% 239,979 $18.2M
Pictet Asset Management Holding SA 0.02% Add +0.8% 231,982 $17.6M
GMO 0.04% Add +1821.8% 231,765 $17.6M
First Trust Advisors LP 0.01% Reduce -53.6% 228,949 $17.4M
Treasurer of the State of North Carolina 0.04% Reduce -3.1% 221,794 $16.9M
Asset Management One Co., Ltd. 0.04% Reduce -4.0% 219,648 $16.7M
Osborne Partners Capital Management, LLC 0.91% Reduce -10.4% 214,915 $16.3M
Bourgeon Capital Management LLC 2.47% Reduce -2.3% 214,413 $16.3M
State of Tennessee, Department of Treasury 0.05% Add +12.9% 213,581 $16.2M
Massachusetts Financial Services Co. 0.01% Reduce -4.9% 205,122 $15.6M
D. E. Shaw & Co. 0.01% Add +179.7% 204,014 $15.5M
KLP Kapitalforvaltning As 0.05% Reduce -4.5% 203,500 $15.5M
IFP Advisors, Inc 0.27% Reduce -7.0% 196,142 $14.9M
Hudson Bay Capital Management LP 0.08% New 189,032 $14.4M
Corient Private Wealth LP 0.02% Add +24.5% 188,755 $14.3M
Nomura Asset Management Co. Ltd. 0.03% Reduce -4.8% 186,268 $14.2M
Worldquant Millennium Advisors LLC 0.05% New 184,430 $14.0M
Beacon Pointe Advisors, LLC 0.06% Reduce -13.3% 178,628 $13.6M
Longaeva Partners L.P. 0.39% New 177,808 $13.5M
Zurich Insurance Group Ltd 0.09% Add +1.1% 177,741 $13.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +8.2% 176,079 $13.4M
Mawer Investment Management Ltd. 0.09% Reduce -3.0% 172,805 $13.1M
Ravenswood Partners LP 4.10% No change 168,692 $12.8M
State of New Jersey Common Pension Fund D 0.04% Reduce -12.1% 167,837 $12.8M
Cibc World Market Inc. 0.02% Add +8.4% 167,163 $12.7M
Cresset Asset Management, LLC 0.05% Reduce -12.0% 166,647 $12.7M
Victory Capital Management Inc. 0.01% Reduce -1.4% 166,400 $12.6M
Rafferty Asset Management, LLC 0.03% Add +15.4% 165,315 $12.6M
Schroder Investment Management Group 0.01% Add +26.8% 165,188 $12.6M
Pinebridge Investments LLC 0.10% Add +203.9% 164,100 $12.5M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Add +473.6% 163,314 $12.4M
Frontier Capital Management Co. LLC 0.12% Add +23.7% 162,883 $12.4M
Vontobel Holding Ltd. 0.04% Add +30.2% 160,803 $12.2M
Creative Planning 0.01% Add +13.4% 158,293 $12.0M
Credit Agricole S A 0.03% Add +71.0% 158,209 $12.0M
Quinn Opportunity Partners LLC 0.55% Reduce -46.3% 155,500 $11.8M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -11.3% 154,092 $11.7M
Nykredit A/S 0.04% — 152,453 $11.6M
Czech National Bank 0.06% Add +2.1% 152,337 $11.6M
Storebrand Asset Management As 0.03% Add +11.2% 151,932 $11.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -0.8% 151,223 $11.5M
Handelsbanken Fonder AB 0.03% Reduce -22.5% 150,402 $11.4M
Prana Capital Management, LP 0.35% New 150,204 $11.4M
Alight Capital Management LP 1.85% Add +200.0% 150,000 $11.4M
Davidson Kempner Capital Management LP 0.28% New 150,000 $11.4M
Teachers Retirement System of the State of Kentucky 0.08% Add +18.7% 148,107 $11.3M
Advisors Asset Management, Inc. 0.17% Reduce -19.8% 147,959 $11.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.07% New 147,900 $11.2M
Arizona State Retirement System 0.06% Reduce -1.3% 146,839 $11.2M
Blair William & Co. 0.03% Reduce -31.9% 146,280 $11.1M
SG Americas Securities, LLC 0.01% Reduce -62.1% 145,438 $11.1M
Resona Asset Management Co.,Ltd. 0.05% Reduce -14.1% 144,164 $11.0M
Baron Capital (BAMCO) 0.02% Reduce -13.9% 142,692 $10.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.68% Reduce -0.5% 140,511 $10.7M
Turim 21 Investimentos Ltda. 1.73% New 67,721 $10.6M
Stifel Financial Corp. 0.01% Add +31.3% 135,459 $10.3M
SEB Asset Management AB 0.04% Add +17.1% 135,149 $10.3M
Square Peg Capital PTY Ltd. 13.45% Reduce -18.1% 134,884 $10.3M
Mackenzie Financial Corp. 0.01% Reduce -78.9% 134,341 $10.2M
Varma Mutual Pension Insurance Co 0.05% Reduce -11.0% 133,025 $10.1M
Harvest Portfolios Group Inc. 0.14% Add +9.5% 129,402 $9.8M
Vident Advisory, LLC 0.07% Add +30.4% 129,218 $9.8M
Pathstone Holdings, LLC 0.03% Add +10.3% 126,317 $9.6M
CIBC Asset Management Inc 0.02% Reduce -4.1% 126,173 $9.6M
Whetstone Capital Advisors, LLC 2.50% Add +0.1% 123,945 $9.4M
Exchange Traded Concepts, LLC 0.05% Add +16.8% 122,871 $9.3M
MetLife Investment Management, LLC 0.04% Reduce -10.6% 122,201 $9.3M
QRG Capital Management, Inc. 0.08% Add +13.9% 122,158 $9.3M
ProShare Advisors LLC 0.01% Add +9.3% 121,041 $9.2M
Federation des caisses Desjardins du Quebec 0.03% Add +12.1% 119,494 $9.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -7.3% 118,210 $9.0M
Truist Financial Corp. 0.01% Reduce -0.3% 118,104 $9.0M
Woodline Partners LP 0.03% Add +7.7% 115,498 $8.8M
Nomura Holdings Inc. 0.04% Reduce -2.8% 115,184 $8.8M
Jump Financial, LLC 0.08% Add +2838.1% 113,941 $8.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Reduce -47.9% 113,276 $8.6M
USS Investment Management Ltd 0.03% Add +14.8% 113,055 $8.6M
DNB Asset Management AS 0.02% Reduce -0.2% 112,953 $8.6M
Optiver Holding B.V. 0.12% New 112,899 $8.6M
Gladstone Capital Management LLP 0.85% Reduce -41.4% 112,828 $8.6M
Retirement Systems of Alabama 0.03% Reduce -3.3% 112,432 $8.5M
Daiwa Securities Group Inc. 0.02% Add +19.8% 112,053 $8.5M
Avory & Company, LLC 10.64% Reduce -9.0% 112,018 $8.5M
IFM Investors Pty Ltd 0.06% Add +4.6% 111,596 $8.5M
Quadrature Capital Ltd 0.07% Add +51.0% 110,232 $8.4M
Intrinsic Edge Capital Management LLC 1.03% New 110,000 $8.4M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 110,000 $8.4M
Ossiam 0.11% New 108,594 $8.3M
Ofi Invest Asset Management 0.08% No change 124,000 $8.2M
Sicart Associates LLC 1.96% Add +0.2% 105,206 $8.0M
Groupe la Francaise 0.10% No change 104,280 $7.9M
Moran Wealth Management, LLC 0.22% Reduce -3.5% 103,832 $7.9M
Empowered Funds, LLC 0.04% Add +21.1% 102,313 $7.8M
Cetera Investment Advisers 0.01% Reduce -1.7% 99,314 $7.5M
Public Sector Pension Investment Board 0.02% Add +0.8% 98,805 $7.5M
Penserra Capital Management LLC 0.06% Reduce -34.7% 98,767 $7.5M
Jupiter Asset Management Ltd. 0.04% New 96,842 $7.4M
CIBC Bancorp USA Inc. 0.01% Reduce -21.4% 95,139 $7.2M
Andra AP-fonden 0.08% Reduce -37.6% 93,181 $7.1M
Xponance LLC 0.04% Reduce -19.4% 92,196 $7.0M
O'shaughnessy Asset Management, LLC 0.03% Add +19.9% 91,864 $7.0M
Amalgamated Bank 0.05% Reduce -12.0% 91,584 $7.0M
Maytus Capital Management, LLC 1.08% Reduce -41.4% 90,000 $6.8M
Axxion S.A. 0.49% — 90,000 $6.8M
SWS Partners 1.48% Add +2.6% 89,958 $6.8M
NEOS Investment Management LLC 0.02% Add +13.1% 88,876 $6.8M
Rakuten Investment Management, Inc. 0.02% Add +6.1% 86,211 $6.7M
KBC Group NV 0.01% Reduce -2.4% 85,560 $6.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.15% Reduce -10.2% 84,128 $6.4M
US Bancorp \de 0.01% Reduce -25.7% 83,630 $6.4M
ION Fund Management Ltd 0.72% No change 80,000 $6.1M
Y-Intercept (Hong Kong) Ltd 0.12% Add +155.7% 79,812 $6.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +37.9% 82,057 $6.1M
Osaic Holdings, Inc. 0.01% Add +4.8% 79,125 $6.0M
Utah Retirement Systems 0.06% Reduce -9.1% 79,055 $6.0M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -6.2% 77,814 $5.9M
Sanctuary Advisors, LLC 0.03% Reduce -1.0% 77,424 $5.9M
Allianz SE 0.06% Reduce -0.3% 77,000 $5.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +1.6% 76,699 $5.8M
St Germain D J Co. Inc. 0.21% Reduce -3.1% 76,383 $5.8M
Wealthfront Advisers LLC 0.01% Reduce -2.2% 75,548 $5.7M
New York Life Investment Management LLC 0.04% Reduce -2.0% 74,640 $5.7M
PEAK6 LLC 0.14% Add +923.3% 74,601 $5.7M
Blue Jean Financial LLC 3.94% New 74,436 $5.7M
XTX Topco Ltd 0.07% Reduce -0.9% 73,255 $5.6M
CastleKnight Management LP 0.20% Reduce -12.0% 72,600 $5.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -6.8% 71,617 $5.4M
Mercer Global Advisors Inc. 0.01% Add +41.0% 71,550 $5.4M
Pacer Advisors, Inc. 0.01% Add +64.2% 70,447 $5.4M
PNC Financial Services Group, Inc. 0.00% Add +0.8% 70,203 $5.3M
Rosenblum Silverman Sutton S F Inc. 1.27% Add +140.4% 69,455 $5.3M
Nissay Asset Management Corp. /Japan 0.02% Reduce -2.5% 68,519 $5.2M
Fifth Third Bancorp 0.01% Reduce -4.7% 68,258 $5.2M
Oregon Public Employees Retirement Fund 0.05% Add +4.8% 65,783 $5.0M
Mariner, LLC 0.01% New 65,455 $5.0M
Group One Trading LLC 0.14% Reduce -31.6% 65,206 $5.0M
Game Creek Capital, LP 2.13% Add +18.2% 65,000 $4.9M
O'Neil Global Advisors, Inc. 1.10% New 64,789 $4.9M
Entropy Technologies, LP 0.20% New 64,622 $4.9M
Vanguard Personalized Indexing Management, LLC 0.04% Add +13.3% 64,554 $4.9M
Marex Group Ltd 0.04% Reduce -34.0% 64,012 $4.9M
Jupiter Topco LLC 0.00% — 63,215 $4.8M
iA Global Asset Management Inc. 0.06% New 62,282 $4.7M
Swiss Life Asset Management Ltd 0.02% Add +13.3% 62,153 $4.7M
Galaxy Digital Capital Management GP LLC 2.79% New 61,200 $4.7M
UniSuper Management Pty Ltd 0.02% Add +10.8% 60,769 $4.6M
Vestmark Advisory Solutions, Inc. 0.04% Add +16.8% 60,101 $4.6M
Jefferies Financial Group Inc. 0.04% New 59,488 $4.5M
OP Asset Management Ltd 0.05% Add +3.5% 58,936 $4.5M
Royal Fund Management, LLC 0.37% Add +122.6% 57,920 $4.4M
Neuberger Berman Group LLC 0.00% Add +132.2% 57,563 $4.4M
Landscape Capital Management, L.L.C. 0.28% Add +343.3% 57,483 $4.4M
Old Mission Capital LLC 0.11% Add +219.3% 56,528 $4.3M
Optas, LLC 0.60% Add +0.5% 56,337 $4.3M
Ausdal Financial Partners, Inc. 0.17% Reduce -59.5% 56,037 $4.3M
Captrust Financial Advisors 0.01% Add +101.6% 55,813 $4.2M
HighTower Advisors, LLC 0.00% Reduce -2.4% 55,425 $4.2M
Mutual of America Capital Management LLC 0.04% Reduce -5.6% 55,014 $4.2M
Brevan Howard Capital Management LP 0.06% Add +1135.6% 54,861 $4.2M
MML Investors Services, LLC 0.01% Add +21.1% 54,822 $4.2M
Macquarie Group Ltd. 0.02% Add +19.6% 54,535 $4.1M
Sciencast Management LP 0.86% New 54,395 $4.1M
Banco Santander, S.A. 0.03% Add +31.8% 54,190 $4.1M
Abn Amro Investment Solutions 0.03% Add +12.5% 52,628 $4.0M
Spirepoint Private Client, LLC 0.32% No change 52,531 $4.0M
State of Alaska, Department of Revenue 0.04% Reduce -1.1% 52,439 $4.0M
Public Employees Retirement Association of Colorado 0.01% No change 52,387 $4.0M
Yousif Capital Management, LLC 0.04% Reduce -6.9% 51,709 $3.9M
Commonwealth Equity Services, LLC 0.00% Reduce -18.9% 51,294 $3.9M
SummitTX Capital, L.P. 0.10% Add +52.7% 48,543 $3.7M
M&T Bank Corp 0.01% Reduce -4.4% 48,295 $3.7M
Jones Financial Companies LLLP 0.00% Add +32.2% 46,227 $3.6M
Palidye Holdings (Caymans) Ltd 0.64% Reduce -4.2% 46,687 $3.5M
Lane Generational LLC 3.11% Reduce -55.4% 46,667 $3.5M
Raiffeisen Bank International AG 0.04% Add +0.3% 44,901 $3.5M
J. Stern & Co. LLP 0.33% Add +5.0% 45,922 $3.5M
SBI Securities Co., Ltd. 0.08% Reduce -18.4% 45,064 $3.4M
Nisa Investment Advisors, LLC 0.01% Reduce -9.2% 44,919 $3.4M
Arkadios Wealth Advisors 0.05% Reduce -12.1% 44,391 $3.4M
Bank of Nova Scotia 0.01% Reduce -34.3% 44,109 $3.4M
Motley Fool Asset Management LLC 0.13% Reduce -10.6% 44,031 $3.3M
Kestra Advisory Services, LLC 0.01% Reduce -8.1% 43,472 $3.3M
Focus Partners Wealth 0.00% Add +94.3% 43,094 $3.3M
Parallax Volatility Advisers, L.P. 0.15% Add +193.2% 43,049 $3.3M
Odyssean, LLC 0.53% Add +92.4% 42,762 $3.2M
Investment House LLC 0.15% Reduce -4.3% 42,693 $3.2M
Liontrust Investment Partners LLP 0.05% Add +726.5% 42,234 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.0% 42,099 $3.2M
Mizuho Securities USA LLC 0.05% Add +26.6% 41,900 $3.2M
Fisher Funds Management LTD 0.09% No change 41,857 $3.2M
OMERS ADMINISTRATION Corp 0.02% Add +28.2% 41,790 $3.2M
Gulf International Bank (UK) Ltd 0.06% Reduce -1.5% 41,635 $3.2M
Lazard Asset Management LLC 0.00% Add +1607.3% 41,607 $3.2M
Elo Mutual Pension Insurance Co 0.04% New 41,288 $3.1M
Fideuram Asset Management (Ireland) dac 0.06% Add +531.0% 41,602 $3.1M
Aristides Capital LLC 0.78% New 40,250 $3.1M
GFG Capital, LLC 0.83% Add +6.3% 39,523 $3.0M
Weiss Asset Management LP 0.05% New 39,451 $3.0M
Walleye Capital LLC 0.02% Add +47.9% 38,911 $3.0M
Teacher Retirement System of Texas 0.01% Add +366.7% 38,415 $2.9M
Allstate Corp. 0.03% Reduce -37.5% 38,105 $2.9M
Stephens Inc. 0.03% Add +2.9% 38,038 $2.9M
Federated Hermes, Inc. 0.00% Add +11150.1% 37,913 $2.9M
Eurizon Capital SGR S.p.A. 0.01% Reduce -42.2% 37,814 $2.9M
ASR Vermogensbeheer N.V. 0.03% Reduce -20.1% 37,391 $2.8M
EP Wealth Advisors, LLC 0.01% Add +8.4% 36,772 $2.8M
Norinchukin Bank, The 0.03% Add +6.7% 36,568 $2.8M
Summit Trail Advisors, LLC 0.03% Add +10.3% 36,499 $2.8M
Future Fund LLC 0.78% Add +1.7% 35,744 $2.7M
Tocqueville Asset Management L.P. 0.04% Reduce -2.3% 35,407 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +34.2% 35,274 $2.7M
Lido Advisors, LLC 0.01% Add +10.2% 35,095 $2.7M
Accurate Wealth Management, LLC 0.25% Reduce -14.2% 34,264 $2.6M
Frec Markets, Inc. 0.24% Reduce -0.1% 34,757 $2.6M
Point Break Capital Management, LLC 2.87% New 34,590 $2.6M
Yoder Wealth Management, Inc. 1.02% No change 34,485 $2.6M
Kentucky Retirement Systems 0.06% New 33,766 $2.6M
LBP Am SA 0.03% Add +34.5% 33,642 $2.6M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -2.8% 33,460 $2.5M
Atria Investments, Inc 0.03% Add +2.7% 32,894 $2.5M
Palisade Capital Management, LP 0.12% Reduce -10.5% 32,790 $2.5M
Sone Capital Management, LLC 0.19% Reduce -5.3% 32,768 $2.5M
North Dakota State Investment Board 0.10% Add +111.8% 32,745 $2.5M
Investment Management Corp of Ontario 0.03% Reduce -16.6% 32,637 $2.5M
Candriam S.C.A. 0.01% Reduce -6.4% 32,242 $2.4M
Intech Investment Management LLC 0.02% Add +30.2% 31,805 $2.4M
Allianz Asset Management GmbH 0.00% Reduce -2.6% 31,308 $2.4M
Martin Capital Advisors, LLP 1.23% Reduce -0.9% 30,859 $2.3M
Mediolanum International Funds Ltd 0.02% Add +617.6% 29,923 $2.3M
Employees Retirement System of Texas 0.02% Add +9.4% 30,443 $2.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.77% Reduce -23.6% 30,445 $2.3M
Swedbank AB 0.00% Reduce -12.8% 29,595 $2.2M
Hartford Investment Management Co. 0.06% Reduce -5.7% 29,403 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Add +2.9% 28,703 $2.2M
Arax Advisory Partners 0.01% Add +792.7% 28,815 $2.2M
AG2R La Mondiale Gestion D'actifs 0.08% Add +6.0% 28,716 $2.2M
Maryland State Retirement & Pension System 0.04% Add +5.7% 28,688 $2.2M
Lecap Asset Management Ltd. 0.93% New 28,532 $2.2M
Fox Run Management, L.L.C. 0.35% New 27,980 $2.1M
Third View Private Wealth, LLC 0.26% Reduce -6.2% 27,508 $2.1M
Louisiana State Employees Retirement System 0.03% Reduce -1.8% 27,400 $2.1M
New Mexico Educational Retirement Board 0.05% Add +8.4% 27,200 $2.1M
Sterling Capital Management LLC 0.03% Add +6.5% 26,936 $2.0M
Thrivent Financial for Lutherans 0.00% Add +0.9% 26,764 $2.0M
Kestra Private Wealth Services, LLC 0.02% Add +50.2% 26,270 $2.0M
Nilsine Partners, LLC 0.14% Add +295.4% 25,999 $2.0M
Baird Financial Group, Inc. 0.00% Reduce -6.5% 25,849 $2.0M
DB Fitzpatrick & Co, Inc 1.56% Reduce -1.4% 25,475 $1.9M
Alamar Capital Management, LLC 0.97% Reduce -10.5% 25,125 $1.9M
Concurrent Investment Advisors, LLC 0.02% Add +3.9% 24,457 $1.9M
Keeler Thomas Management LLC 0.66% Add +7.0% 24,390 $1.9M
Weinberger Asset Management, Inc 0.59% No change 22,649 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +4.5% 23,822 $1.8M
Harbour Investments, Inc. 0.02% Reduce -7.3% 22,817 $1.7M
Capstone Investment Advisors, LLC 0.02% Add +20.4% 22,753 $1.7M
Aigen Investment Management, LP 0.47% New 22,709 $1.7M
JT Stratford LLC 0.19% Add +50.9% 22,497 $1.7M
Ethic Inc. 0.02% Reduce -27.1% 22,482 $1.7M
Evanson Financial, LLC 0.08% — 22,160 $1.7M
Jain Global LLC 0.02% Reduce -24.2% 22,027 $1.7M
Campbell & CO Investment Adviser LLC 0.09% New 21,499 $1.6M
Nwam LLC 0.08% Add +17.8% 20,968 $1.6M
MUFG Securities EMEA plc 0.02% Reduce -6.7% 20,948 $1.6M
&partners 0.01% Add +7.0% 20,533 $1.6M
LGT Group Foundation 0.02% Reduce -12.6% 20,351 $1.5M
CMT Capital Markets Trading GmbH 0.80% Reduce -35.2% 20,139 $1.5M
Dymon Asia Capital (singapore) Pte. LTD. 0.24% New 20,000 $1.5M
Old Mission Investment Co LLC 0.32% Add +1.4% 19,906 $1.5M
New Age Alpha Advisors, LLC 0.06% Add +11.5% 19,755 $1.5M
RFG Advisory, LLC 0.02% Add +485.9% 19,698 $1.5M
Integrated Quantitative Investments LLC 0.24% Add +65.3% 19,611 $1.5M
Chicago Capital, LLC 0.04% Reduce -5.3% 19,501 $1.5M
Private Advisor Group, LLC 0.01% Reduce -13.2% 19,466 $1.5M
Chesapeake Asset Management LLC 1.11% Add +101.2% 19,617 $1.5M
Horizon Investments, LLC 0.02% Reduce -21.7% 15,208 $1.4M
ANTIPODES PARTNERS Ltd 0.03% Add +19.4% 18,464 $1.4M
Dynamic Technology Lab Private Ltd 0.31% New 18,418 $1.4M
HB Wealth Management, LLC 0.01% Add +14.1% 18,238 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% No change 18,157 $1.4M
Fred Alger Management, LLC 0.00% Reduce -12.0% 17,885 $1.4M
Oxford Asset Management LLP 0.66% New 17,721 $1.3M
United Capital Financial Advisors, LLC 0.01% Add +10.0% 17,506 $1.3M
NewEdge Wealth, LLC 0.01% Add +66.7% 17,293 $1.3M
Douglass Winthrop Advisors, LLC 0.02% No change 17,182 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -2.1% 17,159 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% No change 17,072 $1.3M
Two Sigma Securities, LLC 0.11% Add +150.3% 16,985 $1.3M
Virtu Financial LLC 0.04% New 16,894 $1.3M
Compound Planning, Inc. 0.03% Add +13.7% 16,690 $1.3M
Glenmede Trust Co. NA 0.01% New 16,545 $1.3M
Quantitative Investment Management, LLC 0.14% Add +15.2% 16,538 $1.3M
FJ Capital Management LLC 0.16% New 16,318 $1.2M
Aaron Wealth Advisors LLC 0.06% Add +9.6% 16,150 $1.2M
Mufg Securities Americas Inc. 0.06% Add +6.4% 16,120 $1.2M
NewEdge Advisors, LLC 0.00% Add +55.8% 15,984 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +5.7% 15,836 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +14.4% 15,656 $1.2M
Osmosis Investment Management UK Ltd 0.05% Reduce -62.3% 15,578 $1.2M
Ieq Capital, LLC 0.01% Reduce -63.4% 15,549 $1.2M
Vise Technologies, Inc. 0.01% Add +106.1% 15,336 $1.2M
Redwood Investment Management, LLC 0.12% New 15,332 $1.2M
Laurion Capital Management LP 0.09% Reduce -53.5% 15,306 $1.2M
Catalyst Funds Management Pty Ltd 0.07% New 15,300 $1.2M
Eurizon Asset Management Hungary Ltd. 1.21% No change 15,000 $1.1M
Securian Asset Management, Inc. 0.04% Reduce -3.9% 14,222 $1.1M
Alps Advisors Inc. 0.01% Add +26.0% 14,805 $1.1M
Sepio Capital, LP 0.06% Reduce -2.7% 14,577 $1.1M
Dag Ventures, LLC 0.88% No change 14,427 $1.1M
Principal Securities, Inc. 0.01% Add +5.6% 14,329 $1.1M
Institute for Wealth Management, LLC. 0.10% Reduce -6.9% 14,237 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -2.2% 14,012 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -31.1% 13,974 $1.1M
Benjamin Edwards Inc. 0.01% Add +26.6% 13,948 $1.1M
Canada Post Corp Registered Pension Plan 0.04% No change 13,880 $1.1M
Axq Capital, LP 0.11% New 13,685 $1.0M
McMillan Office, Inc. 0.12% No change 13,654 $1.0M
E. Ohman J:or Asset Management AB 0.02% No change 13,624 $1.0M
Garrison Point Advisors, LLC 0.42% Reduce -3.8% 13,618 $1.0M
Bleakley Financial Group, LLC 0.01% New 13,605 $1.0M
Perigon Wealth Management, LLC 0.02% Add +1.8% 13,570 $1.0M
Caprock Group, LLC 0.02% New 13,453 $1.0M
Apollon Wealth Management, LLC 0.01% Add +32.8% 13,378 $1.0M
Guggenheim Capital LLC 0.01% Reduce -52.1% 13,225 $1.0M
Brown Brothers Harriman & Co. 0.00% Add +43.7% 13,219 $1.0M
Global Retirement Partners, LLC 0.02% — 13,215 $1.0M
Keel Point, LLC 0.06% Reduce -2.4% 13,045 $991K
Inceptionr LLC 0.24% No change 12,948 $984K
Circle Wealth Management, LLC 0.01% Add +55.5% 12,836 $976K
Park Avenue Securities LLC 0.01% Add +22.1% 12,791 $972K
Metis Global Partners, LLC 0.02% Reduce -24.6% 12,750 $969K
GAMMA Investing LLC 0.04% Add +13.8% 12,618 $959K
Dynasty Wealth Management, LLC 0.01% Add +21.9% 12,600 $958K
Ulland Investment Advisors, LLC 0.71% Add +26.8% 12,593 $957K
Two Sigma Investments, LP 0.00% Reduce -81.6% 12,577 $956K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +13.9% 12,523 $952K
Platinum Investment Management Ltd. 0.23% New 12,500 $950K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -97.2% 12,318 $936K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +35.2% 12,278 $933K
Neo Ivy Capital Management 0.21% New 12,093 $919K
Silver Oak Securities, Incorporated 0.06% Reduce -3.8% 12,086 $919K
Gen-Wealth Partners Inc 0.25% Add +27.9% 11,990 $911K
Globeflex Capital L P 0.12% No change 11,989 $911K
Janney Montgomery Scott LLC 0.00% Add +1.3% 11,783 $896K
Crossmark Global Holdings, Inc. 0.01% Add +2.8% 11,713 $890K
Acumen Wealth Advisors, LLC 0.19% New 11,635 $884K
Gator Capital Management, LLC 0.19% Reduce -80.5% 11,610 $882K
Bahl & Gaynor LLC 0.00% No change 11,400 $866K
Lombard Odier Asset Management (Switzerland) SA 0.03% Add +2.7% 11,348 $862K
Evergreen Capital Management LLC 0.02% Add +28.8% 11,343 $862K
Tema ETFs LLC 0.03% Add +9.8% 11,329 $861K
Wellington Grp LLC 0.22% Add +68.3% 11,159 $848K
Siemens Fonds Invest GmbH 0.04% Reduce -3.9% 11,102 $844K
Ares Systematic Credit Ltd 1.71% Reduce -3.9% 11,075 $842K
Arete Wealth Advisors, LLC 0.06% Add +5.1% 11,055 $840K
Compagnie Lombard Odier SCmA 0.01% Add +22.5% 10,896 $828K
J. Safra Sarasin Holding AG 0.01% New 10,817 $822K
Edmond DE Rothschild Holding S.A. 0.01% No change 10,800 $821K
Merit Financial Group, LLC 0.01% Add +53.7% 10,765 $818K
AE Wealth Management LLC 0.00% Add +10.9% 10,751 $817K
LMR Partners LLP 0.01% New 10,749 $817K
Parallel Advisors, LLC 0.01% Reduce -3.4% 10,602 $806K
LSV Asset Management 0.00% Add +854.5% 10,500 $798K
Aviance Capital Partners, LLC 0.08% No change 10,383 $789K
Vestcor Inc 0.02% Reduce -13.0% 10,353 $787K
Chicago Partners Investment Group LLC 0.02% Add +83.8% 10,286 $787K
Clear Harbor Asset Management, LLC 0.05% Add +0.8% 10,176 $773K
Kazazian Asset Management, LLC 0.69% No change 10,174 $773K
Avanza Fonder AB 0.02% No change 10,158 $772K
Inscription Capital, LLC 0.07% Add +22.1% 10,151 $771K
Orion Porfolio Solutions, LLC 0.01% Add +98.4% 10,083 $766K
Insigneo Advisory Services, LLC 0.03% Reduce -55.1% 9,984 $759K
Signaturefd, LLC 0.01% Add +2.7% 9,849 $748K
Sagespring Wealth Partners, LLC 0.01% Add +51.4% 9,787 $744K
Intellectus Partners, LLC 0.13% Reduce -5.7% 9,769 $742K
Great Valley Advisor Group, Inc. 0.01% Reduce -19.9% 9,733 $739K
Portside Wealth Group, LLC 0.09% Add +6.4% 9,627 $732K
TD Waterhouse Canada Inc. 0.00% Add +5.2% 9,478 $732K
NorthRock Partners, LLC 0.01% Add +43.3% 9,610 $730K
Bessemer Group Inc. 0.00% Add +48.7% 9,292 $707K
Savant Capital, LLC 0.00% Add +21.6% 9,071 $706K
LCNB Corp. 0.21% Reduce -6.0% 9,165 $697K
TCW Group Inc. 0.00% Reduce -0.5% 9,000 $684K
Rathbones Group PLC 0.00% Reduce -1.0% 8,849 $673K
GC Wealth Management RIA, LLC 0.04% Reduce -80.4% 8,785 $668K
Harrell Investment Partners, LLC 0.14% Add +1.5% 8,768 $666K
Prudential PLC 0.00% No change 8,708 $662K
Spark Investment Management LLC 1.29% No change 8,700 $661K
Wedmont Private Capital 0.02% Add +14.2% 8,506 $658K
MAI Capital Management 0.00% Add +66.6% 8,630 $656K
Farther Finance Advisors, LLC 0.01% Add +17.5% 8,579 $653K
Carson Advisory Inc. 0.30% Add +6.4% 8,550 $650K
Brighton Jones LLC 0.01% Add +48.9% 8,507 $647K
Choreo, LLC 0.01% Add +1.7% 8,428 $640K
Argonautica Private Wealth Management, Inc. 0.16% No change 8,394 $638K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -27.7% 8,285 $632K
Three Bridge Wealth Advisors, LLC 0.16% New 8,266 $628K
Wealthspire Advisors, LLC 0.00% Add +21.2% 8,219 $625K
Advisory Services Network, LLC 0.01% Reduce -3.8% 8,146 $619K
Leonteq Securities AG 0.04% Reduce -75.0% 8,119 $617K
Keybank National Association 0.00% Add +64.8% 8,109 $616K
Impact Partnership Wealth, LLC 0.06% Add +22.5% 8,035 $611K
PFG Investments, LLC 0.02% Reduce -6.3% 8,007 $609K
FLC Capital Advisors 0.10% No change 7,949 $604K
Cache Advisors, LLC 0.05% No change 7,830 $595K
180 Wealth Advisors, LLC 0.06% Reduce -9.6% 7,739 $588K
Plato Investment Management Ltd 0.03% Reduce -0.7% 7,782 $588K
Affinity Investment Advisors, LLC 0.29% New 7,653 $582K
Frank, Rimerman Advisors LLC 0.03% Add +0.1% 7,651 $581K
Coldstream Capital Management Inc. 0.01% Add +8.1% 7,599 $578K
CX Institutional 0.02% Add +69.2% 7,504 $570K
Clear Street Group Inc. 0.00% Reduce -33.1% 7,472 $568K
Banque Pictet & Cie SA 0.01% No change 7,400 $562K
Quantbot Technologies LP 0.02% New 7,399 $562K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -7.3% 7,302 $555K
Crestwood Advisors Group, LLC 0.01% Add +39.7% 7,184 $546K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -3.1% 7,115 $541K
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.9% 6,901 $524K
Oppenheimer & Co. Inc. 0.01% Reduce -43.1% 6,868 $522K
HUB Investment Partners, LLC 0.01% Add +18.0% 6,844 $520K
Tower Research Capital LLC (TRC) 0.01% Add +26.7% 6,842 $520K
Greenland Capital Management LP 0.11% New 6,827 $519K
Greenleaf Trust 0.01% Reduce -5.4% 6,814 $518K
Versant Capital Management, Inc 0.05% Add +10.1% 6,703 $509K
United Advisor Group, LLC 0.05% Reduce -0.8% 6,632 $504K
Allworth Financial LP 0.00% Add +19.6% 6,630 $504K
Meeder Advisory Services, Inc. 0.02% New 6,603 $502K
AIA Group Ltd 0.01% New 6,580 $500K
Ballentine Partners, LLC 0.01% Add +6.4% 6,526 $496K
Rothschild Wealth LLC 0.04% New 6,512 $495K
Torrey Growth & Income Advisors 0.16% Reduce -50.7% 6,320 $482K
Callan Family Office, LLC 0.01% Reduce -4.3% 6,331 $481K
Doliver Advisors, LP 0.11% Reduce -2.4% 6,318 $480K
Sigma Planning Corp 0.01% Add +4.4% 6,228 $473K
Painted Porch Advisors LLC 0.21% No change 6,225 $473K
Oakmont Investment Advisors, Inc. 0.33% New 6,200 $471K
Atlantic Union Bankshares Corp 0.01% Add +4.7% 6,183 $470K
Savvy Advisors, Inc. 0.01% Add +31.2% 6,092 $463K
Avior Wealth Management, LLC 0.01% Add +3.3% 6,081 $462K
Vista Investment Partners Ii, LLC 0.18% Add +16.9% 6,072 $461K
One Wealth Capital Management, LLC 0.13% Add +106.5% 6,051 $460K
Mgo One Seven LLC 0.01% Reduce -26.5% 6,051 $460K
Ostrum Asset Management 0.02% No change 6,048 $460K
Mizuho Markets Cayman LP 0.02% Add +61.4% 6,024 $458K
Trust Asset Management LLC 0.03% Reduce -1.2% 6,010 $457K
71 West Capital Partners 0.02% New 5,845 $444K
Ashton Thomas Securities, LLC 0.06% Add +12.2% 5,725 $435K
Qsemble Capital Management, LP 0.06% New 5,711 $434K
Avidian Wealth Enterprises, LLC 0.01% Add +3.0% 5,704 $434K
iSAM Funds (UK) Ltd 0.31% New 5,700 $433K
Keudell/Morrison Wealth Management 0.08% Reduce -3.4% 5,669 $431K
Baker Avenue Asset Management, LP 0.01% Add +25.5% 5,601 $426K
V-Square Quantitative Management LLC 0.04% Reduce -8.0% 5,582 $424K
Fearless Solutions, LLC dba Best Invest 0.22% Reduce -20.1% 5,571 $423K
Powell Investment Advisors, LLC 0.13% No change 5,527 $420K
Arista Wealth Management, LLC 0.05% New 5,500 $418K
Balboa Wealth Partners 0.06% Reduce -28.6% 5,473 $416K
Snowden Capital Advisors LLC 0.01% Add +7.0% 5,456 $415K
Prosperity Consulting Group, LLC 0.02% Add +28.5% 5,422 $412K
Prospera Financial Services Inc 0.01% Reduce -11.9% 5,407 $411K
Assetmark, Inc. 0.00% Add +21.2% 5,359 $407K
Axxcess Wealth Management, LLC 0.01% Add +6.5% 5,339 $406K
JB Capital LLC 0.01% Add +1.8% 5,310 $404K
South Dakota Investment Council 0.01% Reduce -7.0% 5,300 $403K
Certuity, LLC 0.02% Add +5.0% 5,273 $401K
Rahlfs Capital, LLC 0.29% No change 5,258 $400K
Premier Path Wealth Partners, LLC 0.05% Add +33.5% 5,222 $397K
Commerce Bank 0.00% Add +3.5% 5,205 $396K
Viawealth, LLC 0.20% Reduce -2.3% 5,180 $394K
Quadrant Capital Group LLC 0.01% Reduce -73.1% 5,151 $391K
Capital Markets Trading UK LLP 0.28% New 5,149 $391K
GWN Securities Inc. 0.07% New 5,123 $389K
Cigna Investments Inc. 0.05% No change 5,112 $389K
Fisher Asset Management 0.00% Add +16.6% 5,110 $388K
Gateway Investment Advisers LLC 0.00% Reduce -37.2% 5,108 $388K
Everhart Financial Group, Inc. 0.02% Add +6.4% 5,094 $387K
Fifth Third Wealth Advisors LLC 0.01% Add +12.4% 5,084 $386K
Prasad Wealth Partners, LLC 0.09% Reduce -5.9% 5,059 $384K
Venturi Wealth Management, LLC 0.01% Add +7.8% 4,998 $380K
LeConte Wealth Management, LLC 0.20% Add +25.2% 4,880 $371K
Equitable Holdings, Inc. 0.00% Reduce -43.0% 4,877 $371K
Gsa Capital Partners LLP 0.02% Reduce -32.6% 4,851 $369K
Wesbanco Bank Inc. 0.01% Reduce -1.1% 4,766 $362K
Norden Group LLC 0.03% Reduce -0.8% 4,718 $359K
Independent Advisor Alliance 0.01% Add +17.7% 4,708 $358K
Earned Wealth Advisors, LLC 0.02% Add +17.8% 4,633 $352K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -19.8% 4,605 $350K
Twin Focus Capital Partners, LLC 0.04% No change 4,600 $350K
Archer Investment Corp 0.07% Add +7.6% 4,599 $350K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.5% 4,591 $349K
Stratos Wealth Partners, LTD. 0.00% Reduce -9.6% 4,583 $348K
Soltis Investment Advisors LLC 0.02% Add +22.1% 4,571 $347K
First Manhattan Co. Llc. 0.00% New 4,558 $346K
OpenArc Corporate Advisory, LLC 0.00% Reduce -15.1% 4,551 $346K
AlphaGrep UK Ltd 0.10% Reduce -19.2% 4,491 $341K
Profund Advisors LLC 0.01% Reduce -5.0% 4,484 $341K
CWA Asset Management Group, LLC 0.01% Add +9.9% 4,470 $340K
Journey Retirement Planning & Investment Management LLC 0.26% Reduce -6.8% 4,453 $338K
Ameritas Advisory Services, LLC 0.01% New 4,394 $334K
Quantum Portfolio Management LLC 0.12% Reduce -8.9% 4,392 $334K
D.A. Davidson & Co. 0.00% Add +8.5% 4,360 $331K
Tobam 0.08% Reduce -0.2% 4,349 $331K
Bradley Foster & Sargent Inc. 0.00% No change 4,331 $329K
Freestone Capital Holdings, LLC 0.01% Reduce -9.6% 4,288 $326K
BW Gestao de Investimentos Ltda. 0.01% New 4,270 $325K
J.W. Cole Advisors, Inc. 0.01% New 4,259 $324K
TD Private Client Wealth LLC 0.01% Add +18.7% 4,258 $324K
Citizens Financial Group Inc. 0.00% New 4,250 $323K
Kera Capital Partners, Inc. 0.03% New 4,242 $322K
Summitry LLC 0.01% New 4,236 $322K
Key Client Fiduciary Advisors, LLC 0.09% Reduce -22.4% 4,184 $318K
Legacy Financial Advisors, Inc. 0.04% Add +9.7% 4,148 $315K
Financiere des Professionnels - Fonds d'investissement inc. 0.02% New 4,143 $315K
Carlson Financial, Inc. 0.16% Reduce -1.2% 4,130 $314K
Brown Advisory Inc. 0.00% Reduce -0.2% 4,067 $309K
Corsicana & Co. 0.15% Add +54.0% 4,065 $309K
Simplicity Wealth,LLC 0.01% New 4,048 $308K
Capital Investment Advisory Services, LLC 0.02% Add +0.1% 4,015 $305K
Pitti Group Wealth Management, LLC 0.22% Reduce -1.9% 3,987 $303K
Chaney Capital Management, Inc. 0.09% No change 3,970 $302K
Cardiff Park Advisors, LLC 0.02% No change 3,964 $301K
Independent Financial Group, LLC 0.01% Reduce -52.6% 3,952 $300K
Westpac Banking Corp. 0.02% Add +10.5% 3,900 $296K
J. Goldman & Co LP 0.01% New 3,900 $296K
Interchange Capital Partners, LLC 0.06% Add +5.9% 3,887 $295K
Grant Private Wealth Management Inc 0.12% Reduce -12.7% 3,847 $292K
JBGlobal.com LLC 0.26% Reduce -17.3% 3,838 $292K
Polymer Capital Management (US) LLC 0.04% New 3,792 $288K
Dorsey & Whitney Trust CO LLC 0.01% Add +6.0% 3,786 $288K
Stratos Wealth Advisors, LLC 0.02% Reduce -39.9% 3,766 $286K
Larson Financial Group LLC 0.01% Add +26.7% 3,753 $285K
Smartleaf Asset Management LLC 0.01% No change 3,605 $281K
Grove Bank & Trust 0.03% Reduce -6.0% 3,688 $280K
NorthCrest Asset Manangement, LLC 0.01% New 3,614 $280K
Secure Asset Management, LLC 0.04% No change 3,675 $279K
Realta Investment Advisors 0.09% Reduce -16.9% 3,670 $279K
Sompo Asset Management Co., Ltd. 0.05% Reduce -24.6% 3,670 $279K
AssuredPartners Investment Advisors, LLC 0.03% No change 3,637 $276K
Proficio Capital Partners LLC 0.01% New 3,623 $275K
Bitwise Funds Trust 0.06% — 3,617 $275K
Ewa, LLC 0.05% New 3,605 $274K
Addison Capital Co 0.04% No change 3,603 $274K
Sowell Financial Services LLC 0.01% Reduce -4.7% 3,600 $274K
Diversify Advisory Services, LLC 0.00% New 3,310 $269K
Diversify Wealth Management, LLC 0.00% New 3,310 $269K
Stonekeep Investments, LLC 0.16% Add +1.9% 3,524 $268K
Lazari Capital Management, Inc. 0.08% Reduce -5.7% 3,522 $268K
Wedbush Securities Inc. 0.01% Reduce -25.4% 3,502 $266K
Sargent Investment Group, LLC 0.03% Add +3.3% 3,495 $266K
NovaPoint Capital, LLC 0.06% New 3,493 $265K
Hantz Financial Services, Inc. 0.00% Add +15.7% 3,479 $264K
Cambria Investment Management, L.P. 0.01% Add +0.2% 3,444 $262K
Supplemental Annuity Collective Trust of NJ 0.07% Reduce -7.4% 3,433 $261K
Valmark Advisers, Inc. 0.00% New 3,361 $255K
KRS Capital Management, LLC 0.12% Reduce -6.6% 3,357 $255K
Fourth Dimension Wealth, LLC 0.08% Add +4083.8% 3,347 $254K
Verdence Capital Advisors LLC 0.01% New 3,322 $252K
SageGuard Financial Group, LLC 0.04% Reduce -1.3% 3,321 $252K
Legato Capital Management LLC 0.02% Reduce -34.5% 3,290 $250K
Global X Japan Co., Ltd. 0.01% Reduce -22.2% 3,279 $249K
Transcend Capital Advisors, LLC 0.02% New 3,258 $248K
MBA Advisors LLC 0.08% New 3,255 $247K
West Family Investments, Inc. 0.07% New 3,240 $246K
Howard Capital Management, LLC 0.00% New 3,238 $246K
Aster Capital Management (DIFC) Ltd 0.05% New 3,220 $245K
Commerzbank Aktiengesellschaft 0.00% New 3,216 $244K
CTC Alternative Strategies, Ltd. 0.35% New 3,200 $243K
Pitcairn Wealth Advisors LLC 0.03% New 3,185 $242K
Ashton Thomas Private Wealth, LLC 0.01% New 3,184 $242K
Moneta Group Investment Advisors LLC 0.00% Reduce -11.6% 3,184 $242K
JGP Wealth Management, LLC 0.02% New 3,176 $241K
Moors & Cabot, Inc. 0.01% Reduce -8.6% 3,173 $241K
Plan Group Financial, LLC 0.05% New 3,169 $241K
Bridgefront Capital, LLC 0.06% New 3,158 $240K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -22.2% 3,149 $239K
Facet Wealth, Inc. 0.00% New 3,133 $238K
Valeo Financial Advisors, LLC 0.01% New 3,122 $237K
Western Wealth Management, LLC 0.01% Reduce -12.7% 3,114 $237K
Magnetar Financial LLC 0.00% Reduce -22.3% 3,114 $237K
OneDigital Investment Advisors LLC 0.00% New 3,107 $236K
Sagewood Asset Management LP 0.05% New 3,088 $235K
Oslo Pensjonsforsikring AS 0.03% Reduce -38.0% 3,081 $234K
Abc Arbitrage SA 0.03% New 3,079 $234K
Carter Financial Group, INC. 0.12% Reduce -49.6% 3,066 $233K
Avestar Capital, LLC 0.01% New 3,058 $232K
Cambient Family Office, LLC 0.03% New 3,057 $232K
Empower Advisory Group, LLC 0.00% New 3,043 $231K
Dara Capital Us, Inc. 0.16% Add +4.3% 3,029 $230K
Perennial Investment Advisors, LLC 0.02% New 3,023 $230K
Cornerstone Wealth Management, LLC 0.01% New 3,019 $229K
Cidel Asset Management Inc. 0.01% New 3,018 $229K
L2 Asset Management, LLC 0.02% New 3,013 $229K
Elevation Point Wealth Partners, LLC 0.00% New 3,001 $228K
Hennessy Advisors Inc. 0.01% Reduce -57.1% 3,000 $228K
Prime Capital Investment Advisors, LLC 0.00% New 2,995 $228K
Cobblestone Asset Management LLC 0.09% New 2,970 $226K
Catalyst Private Wealth, LLC 0.11% New 2,959 $225K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 2,957 $224K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% New 2,944 $224K
Quotient Wealth Partners, LLC 0.01% New 2,942 $224K
Buck Wealth Strategies, LLC 0.02% New 2,939 $223K
Harbor Investment Advisory, LLC 0.02% Reduce -1.2% 2,880 $219K
111 Capital 0.04% Reduce -31.1% 2,873 $218K
Elser Financial Planning, Inc 0.01% New 2,450 $216K
Wolverine Asset Management LLC 0.01% No change 2,846 $216K
Baker Tilly Wealth Management, LLC 0.05% New 2,839 $216K
DV Trading LLC 0.02% New 2,836 $216K
Cornerstone Wealth Group, LLC 0.01% New 2,821 $214K
Lighthouse Investment Partners, LLC 0.01% New 2,820 $214K
Dynamic Advisor Solutions LLC 0.01% New 2,819 $214K
Advisory Advocates, LLC 0.18% New 2,818 $214K
National Philanthropic Trust 0.00% New 2,813 $214K
Smith, Moore & Co. 0.01% New 2,810 $214K
Mascagni Wealth Management, Inc. 0.13% New 2,799 $213K
Pure Financial Advisors, LLC 0.00% New 2,762 $210K
CI Investments Inc. 0.00% New 2,747 $209K
Waverly Advisors, LLC 0.00% New 2,722 $207K
Kingsview Wealth Management, LLC 0.00% New 2,709 $206K
Summit Financial, LLC 0.00% Reduce -20.8% 2,704 $206K
Mayflower Financial Advisors, LLC 0.02% New 2,683 $204K
Hamilton Wealth, LLC 0.04% New 2,679 $204K
Tempus Wealth Planning, LLC 0.04% New 2,675 $203K
Triad Wealth Partners, LLC 0.01% New 2,471 $203K
First Financial Bankshares Inc 0.00% New 2,668 $203K
55 North Private Wealth, LLC 0.04% New 2,665 $203K
Claro Advisors Inc. 0.02% New 2,655 $202K
Banque Cantonale Vaudoise 0.01% Add +11.6% 2,650 $201K
Financial Perspectives, Inc 0.04% No change 2,300 $175K
Crewe Advisors LLC 0.01% Add +87.6% 2,274 $173K
Index Technologies Group LLC 0.14% New 2,259 $172K
SHP Wealth Management 0.01% Add +3.4% 2,220 $169K
Bayforest Capital Ltd 0.15% Add +231.6% 2,185 $166K
Clearstead Advisors, LLC 0.00% Add +34.0% 2,178 $166K
Banque Transatlantique SA 0.00% Add +14.8% 2,048 $156K
Huntington National Bank 0.00% Reduce -23.4% 2,048 $156K
Corient IA LP 0.14% No change 2,030 $154K
UMB Bank, n.a. 0.00% Add +7.0% 2,026 $154K
Vega Investment Solutions 0.02% New 1,955 $149K
State of Wyoming 0.01% New 1,921 $146K
Mather Group, Llc. 0.00% Add +4.9% 1,905 $145K
Centaurus Financial, Inc. 0.01% Reduce -84.9% 1,725 $131K
Acropolis Investment Management, LLC 0.01% Reduce -2.9% 1,688 $128K
CENTRAL TRUST Co 0.00% Reduce -15.1% 1,669 $127K
Cary Street Partners Financial LLC 0.00% Reduce -39.3% 1,645 $125K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +3068.0% 1,584 $120K
Deseret Mutual Benefit Administrators 0.04% Reduce -7.0% 1,544 $117K
Swiss Re Ltd. 0.01% Add +621.0% 1,507 $115K
Cromwell Holdings LLC 0.05% Add +59.8% 1,505 $114K
LGT Financial Advisors LLC 0.60% No change 1,500 $114K
Bokf, NA 0.00% Add +2.4% 1,490 $113K
Timbuktu Capital Management, LLC 0.17% — 1,459 $111K
CYBER HORNET ETFs LLC 0.06% Reduce -3.2% 1,459 $111K
Rothschild Investment LLC 0.00% Add +101.4% 1,436 $109K
EverSource Wealth Advisors, LLC 0.00% Add +70.1% 1,434 $109K
Private Trust Co. NA 0.01% Reduce -1.6% 1,333 $101K
NFSG Corp 0.01% Reduce -7.7% 1,320 $100K
Bank of New Hampshire 0.02% No change 1,190 $90K
Murphy & Mullick Capital Management Corp 0.05% Reduce -18.9% 1,143 $87K
Cary Street Partners Investment Advisory LLC 0.02% Add +31.6% 1,140 $87K
CoreCap Advisors, LLC 0.00% Reduce -4.7% 1,126 $86K
XY Capital Ltd 0.10% New 1,117 $85K
Truvestments Capital LLC 0.01% Reduce -13.4% 1,114 $85K
Silicon Valley Capital Partners 0.01% Reduce -8.2% 1,113 $85K
Spire Wealth Management 0.00% Reduce -35.5% 1,090 $83K
OV Management LLC 0.15% Reduce -0.7% 1,080 $82K
Whittier Trust Co. 0.00% Add +0.5% 1,037 $82K
Noble Wealth Management PBC 0.04% Reduce -17.7% 1,060 $81K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% Reduce -56.6% 1,013 $77K
Morton Brown Family Wealth, LLC 0.02% Add +0.7% 1,007 $77K
Caz Investments LP 0.04% No change 1,000 $76K
Valley Wealth Managers, Inc. 0.00% New 1,000 $76K
Geneos Wealth Management Inc. 0.00% Reduce -86.0% 998 $76K
Summit Securities Group LLC 0.01% Add +972.2% 965 $73K
First Command Advisory Services, Inc. 0.00% Add +336.7% 952 $72K
EFG International AG 0.00% No change 950 $72K
Rakuten Securities, Inc. 0.02% Reduce -18.4% 936 $71K
Center for Financial Planning, Inc. 0.01% Reduce -41.1% 917 $70K
Capital Advisors, Ltd. LLC 0.01% No change 904 $69K
Covestor Ltd 0.04% Reduce -0.6% 867 $66K
Morse Asset Management, Inc 0.01% New 850 $65K
Blue Trust, Inc. 0.00% Reduce -9.2% 834 $63K
MassMutual Private Wealth & Trust, FSB 0.00% No change 821 $62K
Ameliora Wealth Management Ltd. 0.02% Reduce -16.8% 810 $62K
City State Bank 0.01% No change 805 $61K
Caldwell Trust Co 0.00% No change 800 $61K
Centiva Capital, LP 0.00% Reduce -99.6% 791 $60K
Washington Trust Advisors, Inc. 0.00% Add +14.0% 775 $59K
Greycroft LP 0.13% No change 767 $58K
CNB Bank 0.02% No change 746 $57K
Westside Investment Management, Inc. 0.01% Reduce -31.9% 727 $55K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -2.7% 712 $55K
Y.D. More Investments Ltd 0.00% Reduce -0.8% 724 $55K
Ancora Advisors LLC 0.00% Reduce -9.7% 700 $53K
Essential Partners LLC 0.02% Add +2000.0% 693 $53K
E Fund Management (Hong Kong) Co., Ltd. 0.02% Reduce -41.7% 687 $52K
CVA Family Office, LLC 0.00% Add +13.2% 669 $51K
Capital Analysts, LLC 0.00% Reduce -5.2% 634 $49K
Aventura Private Wealth, LLC 0.01% Add +90.6% 631 $48K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -22.5% 620 $47K
Quent Capital, LLC 0.00% Add +56.6% 614 $47K
Darwin Wealth Management, LLC 0.01% No change 607 $46K
Twin Lakes Capital Management, LLC 0.02% No change 600 $46K
Cullen/Frost Bankers, Inc. 0.00% Reduce -3.2% 599 $46K
Generali Asset Management SPA SGR 0.00% Add +1.0% 595 $45K
Basecamp Wealth Advisors LLC 0.01% Add +186.9% 591 $45K
Golden State Wealth Management, LLC 0.00% Reduce -3.7% 570 $43K
Osbon Capital Management LLC 0.03% Reduce -9.3% 568 $43K
Salem Investment Counselors Inc. 0.00% No change 547 $42K
Silver Grove Financial Group, Inc. 0.02% New 522 $40K
Mizuho Financial Group Inc. 0.33% — 510 $39K
Parkside Financial Bank & Trust 0.00% Reduce -2.9% 508 $39K
Rachor Investment Advisory Services, LLC 0.02% No change 490 $37K
Keating Financial Advisory Services, Inc. 0.00% Add +14.5% 490 $37K
True Wealth Design, LLC 0.01% Add +104.0% 463 $35K
Montag A & Associates Inc. 0.00% Add +126.3% 448 $34K
Sit Investment Associates Inc. 0.00% No change 450 $34K
RMG Wealth Management LLC 0.00% No change 400 $31K
Owl Creek Wealth Partners LLC 0.01% No change 399 $30K
Cornerstone Planning Group LLC 0.00% Add +5.7% 391 $30K
Sachetta, LLC 0.01% Add +6.5% 392 $30K
Elevation Wealth Partners, LLC 0.01% Add +301.0% 389 $30K
MCF Advisors LLC 0.00% Reduce -90.9% 370 $28K
Fiduciary Financial Advisors 0.00% New 366 $27K
JPL Wealth Management, LLC 0.01% Add +170.4% 357 $27K
S&T Bank 0.01% Add +21.8% 352 $27K
Comprehensive Financial Planning, Inc. 0.01% No change 350 $27K
First United Bank & Trust 0.01% No change 350 $27K
MPWM Advisory Solutions, LLC 0.01% Reduce -83.2% 340 $26K
Lanark Financial, Inc. 0.00% No change 330 $25K
NBT Bank, N.A. 0.00% No change 328 $25K
Community Bank, N.A. 0.00% No change 327 $25K
Farmers & Merchants Investments Inc. 0.00% No change 310 $24K
Joseph Group Capital Management 0.00% Add +42.4% 309 $23K
JFS Wealth Advisors, LLC 0.00% Add +3.0% 305 $23K
CDKV Holdings LLC 0.02% No change 300 $23K
Costello Asset Management, INC 0.01% No change 300 $23K
Kozak & Associates, Inc. 0.00% No change 285 $22K
Manchester Capital Management LLC 0.00% Reduce -7.1% 286 $22K
Hurley Capital, LLC 0.01% No change 283 $22K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.01% New 282 $21K
Tidemark, LLC 0.00% No change 274 $21K
Nemes Rush Group LLC 0.00% No change 272 $21K
Financial Network Wealth Advisors LLC 0.02% Add +2.7% 270 $21K
IFG Advisory, LLC 0.00% New 268 $20K
Zions Bancorporation, National Association 0.00% No change 261 $20K
PlanVest Financial, Inc 0.01% No change 254 $19K
Transamerica Financial Advisors, LLC 0.00% Add +66.0% 254 $19K
NBH Bank 0.01% — 250 $19K
Physician Wealth Advisors, Inc. 0.00% Add +0.8% 245 $19K
Lodestone Wealth Management LLC 0.01% No change 241 $18K
Wolff Wiese Magana LLC 0.01% No change 240 $18K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +0.4% 238 $18K
Forum Finance Group S.A. 0.01% No change 300 $18K
Fortitude Family Office, LLC 0.00% Add +48.3% 221 $17K
Hollencrest Capital Management 0.00% No change 206 $16K
TD Capital Management LLC 0.00% No change 205 $16K
Anchor Investment Management, LLC 0.00% Add +18.5% 205 $16K
Wilkerson Advisory Group LLC 0.00% Add +39.3% 202 $15K
SJS Investment Consulting Inc. 0.00% Add +149.4% 202 $15K
PFS Partners, LLC 0.01% No change 200 $15K
Strategic Investment Solutions, Inc. 0.00% No change 200 $15K
Tradewinds Capital Management, LLC 0.00% No change 200 $15K
IAG Wealth Partners, LLC 0.00% No change 200 $15K
Wilmington Savings Fund Society, FSB 0.00% No change 200 $15K
Country Trust Bank 0.00% No change 200 $15K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -1.0% 199 $15K
Albion Financial Group 0.00% No change 196 $15K
Cornerstone Financial Management LLC 0.01% Add +84.0% 195 $15K
MidFirst Bank 0.00% Reduce -30.9% 190 $14K
Key Financial Inc 0.00% No change 187 $14K
Independence Bank of Kentucky 0.00% Reduce -7.5% 185 $14K
Avion Wealth 0.00% Add +21.9% 189 $14K
AdvisorNet Financial, Inc 0.00% Add +14.3% 184 $14K
Highline Wealth Partners LLC 0.00% Add +7.1% 182 $14K
Valley National Advisers Inc. 0.00% Add +13.3% 179 $14K
Kilter Group LLC 0.00% Reduce -9.8% 175 $13K
Minot DeBlois Advisors LLC 0.01% New 172 $13K
Continuum Advisory, LLC 0.00% New 166 $13K
New England Capital Financial Advisors LLC 0.00% No change 162 $12K
Wellington-Altus USA Inc. 0.01% No change 200 $12K
Pin Oak Investment Advisors Inc. 0.01% Add +1.9% 158 $12K
IMG Wealth Management, Inc. 0.01% No change 157 $12K
Lam Group, Inc. 0.01% No change 157 $12K
Activest Wealth Management 0.00% New 157 $12K
Cornerstone National Bank & Trust Co 0.00% No change 150 $12K
Rosenberg Matthew Hamilton 0.00% No change 152 $12K
Gould Capital, LLC 0.01% No change 150 $11K
Kemnay Advisory Services Inc. 0.00% Add +11.4% 146 $11K
Dogwood Wealth Management LLC 0.00% Add +27.2% 145 $11K
Smithfield Trust Co 0.00% No change 140 $11K
Investment Research & Advisory Group, Inc. 0.00% No change 98 $11K
Compass Financial Management LLC 0.00% — 127 $11K
Rialto Wealth Management, LLC 0.00% Add +31.0% 131 $10K
High Note Wealth, LLC 0.00% Add +5.7% 130 $10K
Oakmont Advisory Group, LLC 0.01% New 130 $10K
Financial Consulate, Inc. 0.00% No change 129 $10K
Clearstead Trust, LLC 0.00% Reduce -67.7% 119 $9K
GW&K Investment Management, LLC 0.00% No change 117 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 116 $9K
Vision Financial Markets LLC 0.01% No change 114 $9K
Meeder Asset Management Inc. 0.00% Reduce -92.9% 113 $9K
Salomon & Ludwin, LLC 0.00% No change 110 $8K
Webster Bank, N. A. 0.00% No change 110 $8K
Hamrick Investment Counsel, llc 0.01% No change 106 $8K
Medallion Wealth Advisors, LLC 0.00% Add +1.0% 104 $8K
Triumph Capital Management 0.00% Add +4.0% 104 $8K
Advocate Investing Services LLC 0.01% No change 100 $8K
First Bancorp, Inc 0.00% New 100 $8K
McDonald Partners LLC 0.00% New 100 $8K
Quarry LP 0.00% Reduce -83.0% 100 $8K
Blume Capital Management, Inc. 0.00% No change 100 $8K
Central Pacific Bank - Trust Division 0.00% No change 100 $8K
Vision Retirement, LLC 0.00% No change 97 $7K
Private Wealth Management Group, LLC 0.00% Add +830.0% 93 $7K
Barrett & Company, Inc. 0.00% No change 90 $7K
Hilltop National Bank 0.00% No change 90 $7K
Accent Capital Management, LLC 0.00% Add +26.5% 86 $7K
Bay Harbor Wealth Management, LLC 0.00% Add +46.5% 85 $6K
Signature Equity Partners, LLC 0.00% Add +18.3% 84 $6K
City Holding Co. 0.00% Reduce -6.7% 84 $6K
SouthState Bank Corp 0.00% Reduce -55.1% 84 $6K
Marquette Asset Management, LLC 0.00% Add +138.2% 81 $6K
Raffa Wealth Management, LLC 0.00% Add +14.1% 81 $6K
Boreal Capital Management LLC 0.01% No change 80 $6K
Bogart Wealth, LLC 0.00% Add +31.1% 80 $6K
Armstrong Advisory Group, Inc. 0.00% Reduce -55.9% 79 $6K
Synergy Investment Management, LLC 0.00% New 73 $6K
Byrne Asset Management LLC 0.00% New 78 $6K
MV Capital Management, Inc. 0.00% Add +30.0% 78 $6K
Rossby Financial, LCC 0.00% Reduce -56.0% 77 $6K
Leo H. Evart, Inc. 0.00% No change 76 $6K
Birchbrook, Inc. 0.00% New 75 $6K
Brooklyn FI, LLC 0.00% New 73 $6K
Creative Financial Designs Inc. 0.00% Reduce -1.3% 74 $6K
Islay Capital Management, LLC 0.00% No change 70 $5K
Arlington Trust Co LLC 0.00% No change 70 $5K
Ares Financial Consulting, LLC 0.00% Add +1.5% 66 $5K
McGuire Capital Advisors Inc. 0.00% No change 63 $5K
Bell Investment Advisors, Inc 0.00% Reduce -29.4% 60 $5K
Asset Dedication, LLC 0.00% Add +222.2% 58 $4K
North Star Investment Management Corp. 0.00% Reduce -52.1% 58 $4K
Pflug Koory, LLC 0.00% No change 57 $4K
Hughes Financial Services, LLC 0.00% Add +6.0% 53 $4K
Ogorek Anthony Joseph /NY/ 0.00% No change 64 $4K
Retirement Wealth Solutions LLC 0.00% Add +18.2% 52 $4K
Creative Capital Management Investments LLC 0.00% New 51 $4K
Bayban 0.00% No change 50 $4K
Gill Capital Partners, LLC 0.00% No change 50 $4K
Hoey Investments, Inc. 0.00% No change 50 $4K
Bfsg, LLC 0.00% Reduce -50.0% 50 $4K
IMA Advisory Services, Inc. 0.00% Add +44.1% 49 $4K
Heritage Wealth Advisors 0.00% No change 49 $4K
Evolution Wealth Management Inc. 0.00% New 48 $4K
Glen Eagle Advisors, LLC 0.00% Reduce -2.0% 48 $4K
BOK Financial Private Wealth, Inc. 0.00% New 47 $4K
CrossGen Wealth, LLC 0.00% No change 46 $3K
Park Place Capital Corp 0.00% No change 44 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +4.8% 44 $3K
Ameriflex Group, Inc. 0.00% Add +925.0% 41 $3K
Mascoma Wealth Management LLC 0.00% Add +36.7% 41 $3K
Bruce G. Allen Investments, LLC 0.00% Reduce -7.0% 40 $3K
Hager Investment Management Services, LLC 0.00% No change 40 $3K
Plante Moran Financial Advisors, LLC 0.00% New 38 $3K
Colonial Trust Co / SC 0.00% No change 38 $3K
Principia Wealth Advisory, LLC 0.00% Add +12.5% 36 $3K
Bellevue Asset Management, LLC 0.00% No change 36 $3K
SWAN Capital LLC 0.00% Reduce -68.5% 35 $3K
Cape Investment Advisory, Inc. 0.00% New 34 $3K
Steigerwald, Gordon & Koch Inc. 0.00% No change 33 $3K
Game Plan Financial Advisors, LLC 0.00% New 30 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $2K
West Paces Advisors Inc. 0.00% New 30 $2K
Guardian Partners Inc. 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% No change 28 $2K
Marshall Investment Management, LLC 0.00% New 28 $2K
American Capital Advisory, LLC 0.00% Add +33.3% 28 $2K
HFM Investment Advisors, LLC 0.00% Add +86.7% 28 $2K
1015 Capital Partners, LLC 0.00% Add +8.0% 27 $2K
Asset Planning,Inc 0.00% Reduce -88.1% 27 $2K
Planning Strategies Inc. 0.00% — 26 $2K
TFC Financial Management, Inc. 0.00% Add +136.4% 26 $2K
IFS Advisors, LLC 0.00% No change 25 $2K
Jackson, Grant Investment Advisers, Inc. 0.00% New 25 $2K
CGC Financial Services, LLC 0.00% No change 25 $2K
Princeton Global Asset Management LLC 0.00% New 25 $2K
WPG Advisers, LLC 0.00% No change 24 $2K
Bare Financial Services, Inc 0.00% Add +33.3% 24 $2K
First Horizon Corp. 0.00% No change 23 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 20 $2K
Nvwm, LLC 0.00% Add +100.0% 20 $2K
Davis Capital Management 0.00% Add +171.4% 19 $1K
Hilton Head Capital Partners, LLC 0.00% No change 18 $1K
N.E.W. Advisory Services LLC 0.00% No change 18 $1K
LRI Investments, LLC 0.00% New 18 $1K
WestEnd Advisors, LLC 0.00% No change 18 $1K
Granite FO LLC 0.00% No change 17 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 17 $1K
YANKCOM Partnership 0.00% Reduce -52.8% 17 $1K
Mosley Wealth Management 0.00% Reduce -82.5% 17 $1K
Kingdom Financial Group LLC. 0.00% No change 17 $1K
GHP Investment Advisors, Inc. 0.00% No change 17 $1K
Dunhill Financial, LLC 0.00% No change 16 $1K
Copia Wealth Management 0.00% Reduce -25.0% 15 $1K
Aberdeen Wealth Management LLC 0.00% New 15 $1K
Robinswood Financial LLC 0.00% No change 15 $1K
RHL Group, LLC 0.00% New 14 $1K
Quaker Wealth Management, LLC 0.00% Add +18.2% 13 $988
Operose Advisors LLC 0.00% No change 13 $988
Napier Financial, LLC 0.00% No change 13 $988
PayPay Securities Corp 0.02% Reduce -31.3% 11 $836
Godfrey Financial Associates, Inc. 0.00% No change 11 $836
C M Bidwell & Associates Ltd. 0.00% No change 11 $836
Motco 0.00% New 11 $836
DecisionPoint Financial, LLC 0.00% Add +150.0% 10 $772
Whipplewood Advisors, LLC 0.00% Reduce -41.2% 10 $760
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 8 $608
Clark Wealth Partners 0.00% No change 8 $608
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -80.5% 8 $608
Torren Management, LLC 0.00% No change 7 $532
Kelleher Financial Advisors 0.00% Reduce -95.4% 7 $532
Stone House Investment Management, LLC 0.00% Add +75.0% 7 $532
KERR FINANCIAL PLANNING Corp 0.00% Add +20.0% 6 $456
Seneschal Advisors, LLC 0.00% No change 6 $456
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 5 $380
Pacific Center for Financial Services 0.00% No change 5 $380
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $380
Westfuller Advisors, LLC 0.00% Reduce -94.7% 5 $380
Cassaday & Co Wealth Management LLC 0.00% No change 4 $323
NorthAvenue LLC 0.00% New 4 $304
Caitong International Asset Management Co., Ltd 0.00% New 4 $304
Halbert Hargrove Global Advisors, LLC 0.00% New 4 $285
Concord Wealth Partners 0.00% New 2 $152
Maryland Capital Advisors Inc. 0.00% — 2 $152
Front Row Advisors LLC 0.00% New 1 $79
3 Factor Indexing, LLC 0.00% No change 1 $76
Highland Investment Advisors LLC 0.00% — 1 $76
Roble, Belko & Company, Inc 0.00% No change 4 $0
Evolution Advisers, Inc. 0.00% New 2 $0
Navigoe, LLC 0.00% New 11 $0

"% of holder's portfolio" is XYZ's weight in each manager's 13F, not the share of Block Inc. the manager owns.