Zoom CommunicationsZM
13F holders, Q4 2025 (December 31)825holders +72
102new positions
64sold out
10famous investors
$86.24avg. 13F price*
At the end of Q4 2025, 825 institutions reported holding Zoom Communications Inc. (ZM) in their 13F filings, up 72 from Q3 2025. 102 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock, Inc. ($1.5B) and AQR Capital Management ($1.1B). 10 famous investors held it, including Cliff Asness (0.6% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Zoom Communications Inc.
- CUSIP
- 98980L101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $262.6M |
| Exits | 64 | $110.6M |
All 13F filers, Q3 2025 → Q4 2025: 18,938,199 shares bought and 13,961,547 shares sold, net +4,976,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 825 holders
| Vanguard Group Inc. | 0.03% | Add +4.0% | 26,967,224 | $2.3B |
| BlackRock, Inc. | 0.03% | Add +4.6% | 17,324,188 | $1.5B |
| AQR Capital Management | 0.55% | Add +43.9% | 12,195,243 | $1.1B |
| FMR LLC | 0.05% | Add +13.9% | 11,794,572 | $1.0B |
| State Street Corp. | 0.02% | Add +5.0% | 7,582,924 | $654.3M |
| Norges Bank | 0.05% | — | 5,907,844 | $509.8M |
| Acadian Asset Management LLC | 0.77% | Reduce -3.3% | 5,408,729 | $466.7M |
| Geode Capital Management, LLC | 0.03% | Add +3.1% | 5,139,583 | $445.3M |
| JPMorgan Chase & Co. | 0.03% | Reduce -6.3% | 4,820,917 | $416.0M |
| T. Rowe Price Investment Management, Inc. | 0.25% | Add +7.9% | 4,637,903 | $400.2M |
| FIL Ltd | 0.21% | Add +0.4% | 3,284,861 | $283.5M |
| Renaissance Technologies | 0.41% | Reduce -23.1% | 3,078,504 | $265.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +9.6% | 2,852,621 | $246.2M |
| Arrowstreet Capital, Limited Partnership | 0.14% | Add +4.6% | 2,767,681 | $238.8M |
| Robeco Institutional Asset Management B.V. | 0.33% | Add +9.9% | 2,644,822 | $228.2M |
| Pacer Advisors, Inc. | 0.54% | Reduce -13.1% | 2,342,659 | $202.1M |
| Dimensional Fund Advisors LP | 0.04% | Add +3.5% | 2,258,083 | $194.9M |
| UBS Group AG | 0.04% | Add +41.7% | 2,209,740 | $190.7M |
| Allianz Asset Management GmbH | 0.21% | Add +15.6% | 2,112,815 | $182.3M |
| Altshuler Shaham Ltd | 2.69% | Add +1.2% | 2,043,218 | $176.3M |
| Qube Research & Technologies Ltd | 0.25% | Reduce -23.9% | 2,026,130 | $174.8M |
| Legal & General Group Plc | 0.04% | Add +0.6% | 2,016,483 | $174.0M |
| Caisse de depot et placement du Quebec | 0.27% | Add +26.6% | 1,874,701 | $161.8M |
| Victory Capital Management Inc. | 0.09% | Add +5.2% | 1,831,806 | $158.1M |
| Northern Trust Corp. | 0.02% | Add +2.0% | 1,746,301 | $150.7M |
| Morgan Stanley | 0.01% | Reduce -34.7% | 1,618,308 | $139.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.3% | 1,371,585 | $118.4M |
| First Trust Advisors LP | 0.08% | Reduce -10.9% | 1,325,844 | $114.4M |
| Primecap Management Co. | 0.08% | Add +6.2% | 1,249,600 | $107.8M |
| Worldquant Millennium Advisors LLC | 0.41% | Add +11.2% | 1,211,676 | $104.6M |
| Bank of America Corp. | 0.01% | Reduce -6.1% | 1,174,829 | $101.4M |
| Comprehensive Financial Management LLC | 3.05% | No change | 1,171,195 | $101.1M |
| LSV Asset Management | 0.22% | Add +9.2% | 1,167,807 | $100.8M |
| Quantinno Capital Management LP | 0.20% | New | 1,148,277 | $99.1M |
| Panagora Asset Management Inc. | 0.34% | Reduce -0.8% | 1,123,782 | $97.0M |
| Deutsche Bank AG | 0.03% | Reduce -16.5% | 1,118,468 | $96.5M |
| Evergreen Quality Fund GP, Ltd. | 1.75% | Reduce -19.6% | 1,028,600 | $88.8M |
| Bank of New York Mellon Corp | 0.01% | Add +3.6% | 976,764 | $84.3M |
| Assenagon Asset Management S.A. | 0.13% | Reduce -5.2% | 972,483 | $83.9M |
| Invesco Ltd. | 0.01% | Add +16.6% | 961,582 | $83.0M |
| Raymond James Financial Inc. | 0.03% | Add +7.6% | 952,091 | $82.2M |
| Amundi | 0.02% | Reduce -42.3% | 944,734 | $81.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.6% | 912,972 | $78.8M |
| Nordea Investment Management AB | 0.06% | Reduce -5.2% | 847,625 | $73.2M |
| Ieq Capital, LLC | 0.22% | Add +77.8% | 837,548 | $72.3M |
| Handelsbanken Fonder AB | 0.21% | Reduce -17.3% | 793,836 | $68.5M |
| California Public Employees Retirement System | 0.04% | Reduce -11.9% | 793,827 | $68.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.39% | Add +106.6% | 751,624 | $64.9M |
| National Pension Service | 0.05% | Add +8.4% | 733,004 | $63.3M |
| Wedge Capital Management L L P | 1.10% | Reduce -7.5% | 710,304 | $61.3M |
| KBC Group NV | 0.14% | Add +7.0% | 705,643 | $60.9M |
| Retirement Systems of Alabama | 0.20% | No change | 704,563 | $60.8M |
| Cerity Partners LLC | 0.09% | Add +204.2% | 704,183 | $60.8M |
| Swiss National Bank | 0.04% | Reduce -2.4% | 695,700 | $60.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | New | 629,461 | $54.3M |
| Citadel Advisors | 0.04% | Reduce -17.4% | 629,312 | $54.3M |
| Vinva Investment Management Ltd | 0.65% | Add +67.1% | 604,257 | $52.4M |
| Two Sigma Investments, LP | 0.08% | Reduce -43.1% | 598,343 | $51.6M |
| Millennium Management | 0.04% | Reduce -8.5% | 572,569 | $49.4M |
| Jacobs Levy Equity Management, Inc. | 0.19% | Add +108.7% | 561,751 | $48.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -3.1% | 555,127 | $47.9M |
| BNP Paribas Financial Markets | 0.03% | Add +2.5% | 546,058 | $47.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.18% | Reduce -3.7% | 515,293 | $44.5M |
| Man Group plc | 0.08% | Reduce -57.9% | 504,549 | $43.5M |
| Trexquant Investment LP | 0.38% | Add +114.5% | 490,777 | $42.3M |
| LMR Partners LLP | 0.53% | Add +73.6% | 479,201 | $41.4M |
| Franklin Resources Inc. | 0.01% | Reduce -12.0% | 472,803 | $40.8M |
| Rhumbline Advisers | 0.03% | Add +0.9% | 466,472 | $40.3M |
| Susquehanna International Group, LLP | 0.05% | Add +3.5% | 462,803 | $39.9M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -21.9% | 445,578 | $38.5M |
| DekaBank Deutsche Girozentrale | 0.06% | No change | 537,626 | $37.2M |
| HSBC Holdings PLC | 0.02% | Reduce -6.1% | 422,470 | $36.5M |
| Jane Street Group, LLC | 0.04% | Reduce -30.9% | 418,915 | $36.1M |
| KLP Kapitalforvaltning As | 0.14% | Add +2.0% | 413,100 | $35.6M |
| TD Asset Management Inc | 0.03% | Add +11.4% | 399,881 | $34.5M |
| Nuveen, LLC | 0.01% | Add +1.1% | 399,289 | $34.5M |
| Junto Capital Management LP | 0.77% | Add +12.8% | 397,543 | $34.3M |
| Teacher Retirement System of Texas | 0.12% | Add +20.8% | 396,279 | $34.2M |
| Massachusetts Financial Services Co. | 0.01% | Add +10.1% | 396,099 | $34.2M |
| PFA Pension, Forsikringsaktieselskab | 0.10% | — | 394,643 | $34.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +9882.4% | 393,604 | $34.0M |
| Andra AP-fonden | 0.42% | Reduce -18.0% | 390,900 | $33.7M |
| Two Sigma Advisers, LP | 0.06% | Reduce -43.9% | 380,300 | $32.8M |
| California State Teachers Retirement System | 0.03% | Add +9.3% | 375,579 | $32.4M |
| Alliancebernstein L.P. | 0.01% | Add +50.8% | 375,024 | $32.4M |
| Sei Investments Co. | 0.03% | Add +30.8% | 372,548 | $32.1M |
| Storebrand Asset Management As | 0.09% | Reduce -14.5% | 371,642 | $32.1M |
| GMO | 0.07% | Reduce -5.8% | 327,712 | $28.3M |
| Cwm, LLC | 0.08% | Add +52.7% | 327,664 | $28.3M |
| Royal Bank of Canada | 0.00% | Reduce -46.6% | 307,108 | $26.5M |
| Alyeska Investment Group, L.P. | 0.07% | Reduce -39.4% | 291,852 | $25.2M |
| American Century Companies Inc. | 0.01% | Add +24.4% | 291,178 | $25.1M |
| Nan Fung Trinity (hk) Ltd. | 1.95% | No change | 285,700 | $24.7M |
| Avory & Company, LLC | 15.49% | Reduce -4.1% | 279,509 | $24.1M |
| Federated Hermes, Inc. | 0.04% | Add +9.5% | 276,684 | $23.9M |
| Arbejdsmarkedets Tillaegspension | 0.58% | — | 265,422 | $22.9M |
| Illinois Municipal Retirement Fund | 0.29% | Reduce -3.6% | 264,921 | $22.9M |
| Barclays PLC | 0.01% | Reduce -1.9% | 264,261 | $22.8M |
| Aberdeen Group plc | 0.04% | Reduce -0.7% | 262,638 | $22.7M |
| CSM Advisors, LLC | 0.61% | Add +30.9% | 260,828 | $22.5M |
| Treasurer of the State of North Carolina | 0.07% | Reduce -5.3% | 260,467 | $22.5M |
| Achmea Investment Management B.V. | 0.57% | New | 259,787 | $22.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -12.5% | 259,080 | $22.4M |
| Martingale Asset Management L P | 0.57% | Reduce -0.7% | 257,748 | $22.2M |
| Mariner, LLC | 0.03% | Add +169.5% | 257,478 | $22.2M |
| D. E. Shaw & Co. | 0.02% | Reduce -65.0% | 257,323 | $22.2M |
| Gotham Asset Management | 0.08% | Reduce -6.5% | 249,483 | $21.5M |
| Balyasny Asset Management L.P. | 0.04% | Add +84.6% | 248,553 | $21.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +7.3% | 256,249 | $21.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +0.7% | 242,815 | $20.9M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -2.3% | 240,054 | $20.7M |
| Mercer Global Advisors Inc. | 0.03% | Add +39.3% | 234,864 | $20.3M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -3.5% | 229,486 | $19.8M |
| Citigroup Inc. | 0.01% | Add +11.0% | 225,134 | $19.4M |
| Glenmede Trust Co. NA | 0.09% | — | 224,049 | $19.3M |
| Prudential Financial Inc. | 0.02% | Reduce -75.3% | 212,085 | $18.3M |
| Zacks Investment Management | 0.14% | Add +9.9% | 207,475 | $17.9M |
| Aviva PLC | 0.03% | Add +3.0% | 203,808 | $17.6M |
| Freestone Grove Partners LP | 0.12% | Reduce -65.6% | 199,923 | $17.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -39.5% | 199,095 | $17.2M |
| Clearstead Advisors, LLC | 0.21% | Add +7.5% | 194,711 | $16.8M |
| State of Michigan Retirement System | 0.08% | Reduce -0.2% | 189,866 | $16.4M |
| Creative Planning | 0.01% | Add +88.0% | 185,690 | $16.0M |
| SG Americas Securities, LLC | 0.02% | Add +1343.0% | 173,509 | $15.0M |
| New York State Common Retirement Fund | 0.02% | Add +0.7% | 170,008 | $14.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -49.9% | 167,828 | $14.5M |
| Korea Investment CORP | 0.03% | Reduce -6.7% | 164,162 | $14.2M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.50% | — | 162,476 | $14.0M |
| Distillate Capital Partners LLC | 0.72% | Reduce -1.5% | 162,320 | $14.0M |
| APG Asset Management N.V. | 0.04% | Reduce -13.1% | 183,982 | $13.5M |
| Mediolanum International Funds Ltd | 0.13% | Reduce -16.8% | 156,375 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -52.3% | 155,685 | $13.3M |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.18% | New | 154,272 | $13.3M |
| Danske Bank A/S | 0.03% | Reduce -31.6% | 148,948 | $12.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -30.8% | 147,344 | $12.7M |
| Focus Partners Wealth | 0.01% | Add +80.3% | 146,799 | $12.7M |
| Empowered Funds, LLC | 0.21% | Reduce -3.6% | 142,919 | $12.3M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 141,529 | $12.2M |
| Banque Pictet & Cie SA | 0.12% | New | 137,470 | $11.9M |
| Engineers Gate Manager LP | 0.14% | Reduce -49.9% | 132,158 | $11.4M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -0.1% | 130,934 | $11.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -1.8% | 127,920 | $11.0M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -21.0% | 121,557 | $10.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -1.0% | 120,774 | $10.4M |
| Sand Hill Global Advisors, LLC | 0.35% | Reduce -9.6% | 117,864 | $10.2M |
| Bridgewater Associates | 0.04% | Reduce -7.9% | 116,808 | $10.1M |
| Captrust Financial Advisors | 0.02% | Add +223.6% | 116,495 | $10.1M |
| Blair William & Co. | 0.03% | Add +1.0% | 114,114 | $9.8M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -2.4% | 113,018 | $9.8M |
| Swedbank AB | 0.01% | Add +1.3% | 111,116 | $9.6M |
| LPL Financial LLC | 0.00% | Add +12.3% | 108,217 | $9.3M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.9% | 100,789 | $8.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -31.2% | 96,701 | $8.3M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +1.4% | 95,251 | $8.2M |
| Mubadala Investment Co PJSC | 0.05% | New | 92,060 | $7.9M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -2.5% | 90,521 | $7.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Add +14.5% | 89,149 | $7.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +35.8% | 88,000 | $7.6M |
| Macquarie Group Ltd. | 0.03% | Reduce -43.8% | 87,717 | $7.6M |
| Seizert Capital Partners, LLC | 0.32% | Add +9.3% | 86,836 | $7.5M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -2.0% | 86,086 | $7.4M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -1.2% | 85,562 | $7.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -19.1% | 87,640 | $7.3M |
| Kepler Cheuvreux (Suisse) SA | 0.41% | Reduce -62.9% | 83,599 | $7.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.8% | 81,969 | $7.1M |
| L2 Asset Management, LLC | 0.87% | Add +14.7% | 75,732 | $6.5M |
| CWA Asset Management Group, LLC | 0.23% | Add +10.2% | 73,973 | $6.4M |
| Corient Private Wealth LP | 0.01% | Add +32.4% | 73,041 | $6.3M |
| Pinebridge Investments LLC | 0.05% | — | 71,844 | $6.2M |
| Jain Global LLC | 0.06% | Reduce -36.1% | 71,240 | $6.1M |
| Walleye Trading LLC | 0.10% | Add +267.9% | 70,194 | $6.1M |
| XTX Topco Ltd | 0.16% | Add +62.0% | 70,133 | $6.1M |
| Arizona State Retirement System | 0.03% | Reduce -4.7% | 69,870 | $6.0M |
| Caption Management, LLC | 0.27% | New | 69,435 | $6.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | Reduce -41.7% | 69,075 | $6.0M |
| Dana Investment Advisors, Inc. | 0.17% | Reduce -0.2% | 68,830 | $5.9M |
| Hudson Capital Management LLC | 1.50% | Add +1.4% | 67,162 | $5.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -79.9% | 67,137 | $5.8M |
| Van Eck Associates Corp. | 0.00% | Reduce -2.4% | 66,671 | $5.8M |
| Capital Fund Management S.A. | 0.05% | Reduce -38.0% | 64,855 | $5.6M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -3.2% | 64,324 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Add +4.4% | 62,511 | $5.4M |
| Bank of Nova Scotia | 0.01% | Add +231.6% | 60,924 | $5.3M |
| Ossiam | 0.10% | Add +19.8% | 60,670 | $5.2M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +6.1% | 60,132 | $5.2M |
| Harvey Capital Management Inc. | 1.10% | Add +0.8% | 59,615 | $5.1M |
| Mackenzie Financial Corp. | 0.01% | Reduce -6.7% | 59,329 | $5.1M |
| Comerica Bank | 0.02% | Add +1.1% | 57,483 | $5.0M |
| Verition Fund Management LLC | 0.03% | Reduce -48.5% | 56,700 | $4.9M |
| Maverick Capital | 0.05% | Add +33.7% | 56,027 | $4.8M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -61.9% | 55,417 | $4.8M |
| Bank Hapoalim BM | 0.42% | Reduce -2.5% | 54,537 | $4.7M |
| DNB Asset Management AS | 0.02% | Add +8.0% | 52,726 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 52,059 | $4.5M |
| USS Investment Management Ltd | 0.02% | Add +9.4% | 51,416 | $4.4M |
| IFM Investors Pty Ltd | 0.04% | Add +0.6% | 51,229 | $4.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.8% | 50,934 | $4.4M |
| Optiver Holding B.V. | 0.08% | Reduce -3.5% | 50,313 | $4.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -5.2% | 50,056 | $4.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Reduce -71.6% | 49,583 | $4.3M |
| Merit Financial Group, LLC | 0.03% | Add +59.1% | 49,173 | $4.2M |
| Forsta Ap-Fonden | 0.03% | Add +3.4% | 49,100 | $4.2M |
| Lane Generational LLC | 3.80% | Reduce -0.5% | 48,594 | $4.2M |
| Pallas Capital Advisors LLC | 0.14% | Add +62.5% | 48,250 | $4.2M |
| Elo Mutual Pension Insurance Co | 0.06% | Add +0.6% | 48,067 | $4.1M |
| Highland Capital Management, LLC | 0.20% | Reduce -4.7% | 47,300 | $4.1M |
| Dark Forest Capital Management LP | 0.18% | Reduce -52.2% | 46,728 | $4.0M |
| Graham Capital Management, L.P. | 0.20% | Add +149.4% | 46,720 | $4.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +26.5% | 44,957 | $3.9M |
| Silver Lake Advisory, LLC | 1.50% | Add +4.4% | 44,895 | $3.9M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -2.1% | 44,200 | $3.8M |
| Utah Retirement Systems | 0.04% | Add +0.6% | 43,622 | $3.8M |
| Baker Avenue Asset Management, LP | 0.09% | Add +10.6% | 43,335 | $3.7M |
| Investment Management Corp of Ontario | 0.05% | Reduce -24.2% | 43,325 | $3.7M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +45.3% | 42,702 | $3.7M |
| Thrive Capital Management, LLC | 0.80% | Add +46.1% | 41,434 | $3.6M |
| Family Manage LLC | 0.45% | Add +48.4% | 40,904 | $3.5M |
| Toronto Dominion Bank | 0.01% | Reduce -52.4% | 40,696 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -4.4% | 40,566 | $3.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +139.2% | 40,062 | $3.5M |
| Headlands Technologies LLC | 0.29% | Add +3.4% | 40,024 | $3.5M |
| Catalyst Funds Management Pty Ltd | 0.80% | No change | 39,800 | $3.4M |
| IMC-Chicago, LLC | 0.06% | Reduce -53.5% | 39,471 | $3.4M |
| Accurate Wealth Management, LLC | 0.43% | Reduce -11.6% | 39,960 | $3.4M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -13.3% | 39,000 | $3.4M |
| Schroder Investment Management Group | 0.00% | Reduce -52.3% | 38,948 | $3.4M |
| Convergence Investment Partners, LLC | 0.67% | Add +74.3% | 38,946 | $3.4M |
| Agf Management Ltd. | 0.01% | Reduce -6.9% | 38,346 | $3.3M |
| Oxbow Advisors, LLC | 0.30% | New | 38,343 | $3.3M |
| Caprock Group, LLC | 0.07% | Add +174.2% | 38,116 | $3.3M |
| Kerrisdale Advisers, LLC | 1.54% | Reduce -41.6% | 37,799 | $3.3M |
| Monaco Asset Management SAM | 0.99% | Reduce -6.3% | 37,500 | $3.2M |
| Cetera Investment Advisers | 0.00% | Add +15.7% | 37,170 | $3.2M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -50.2% | 36,574 | $3.2M |
| Moran Wealth Management, LLC | 0.10% | Add +0.5% | 36,232 | $3.1M |
| Summit Trail Advisors, LLC | 0.05% | Add +18.2% | 35,990 | $3.1M |
| Qsemble Capital Management, LP | 0.24% | Add +201.9% | 34,201 | $3.0M |
| ExodusPoint Capital Management, LP | 0.03% | Add +326.9% | 33,813 | $2.9M |
| QRG Capital Management, Inc. | 0.03% | Add +19.3% | 33,780 | $2.9M |
| Arkadios Wealth Advisors | 0.06% | Reduce -12.7% | 33,247 | $2.9M |
| Peak Retirement Planning, Inc. | 0.66% | Add +23.8% | 32,562 | $2.8M |
| Sender Co & Partners, Inc. | 1.54% | New | 31,232 | $2.7M |
| Tidal Investments LLC | 0.01% | Reduce -1.8% | 30,635 | $2.6M |
| Voya Investment Management LLC | 0.00% | Reduce -17.4% | 30,593 | $2.6M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.02% | — | 30,588 | $2.6M |
| Xponance LLC | 0.02% | Add +3.3% | 30,266 | $2.6M |
| DCF Advisers, LLC | 0.86% | Add +11.0% | 30,250 | $2.6M |
| Marshall Wace, LLP | 0.00% | Add +135.9% | 30,190 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +14.8% | 29,673 | $2.6M |
| Krilogy Financial LLC | 0.09% | Add +13.4% | 26,632 | $2.5M |
| Aragon Global Management, LP | 0.77% | No change | 29,300 | $2.5M |
| Sterling Capital Management LLC | 0.04% | Reduce -4.2% | 28,958 | $2.5M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +89.6% | 28,939 | $2.5M |
| Vontobel Holding Ltd. | 0.01% | Reduce -10.3% | 28,672 | $2.5M |
| Brevan Howard Capital Management LP | 0.05% | Reduce -39.0% | 28,567 | $2.5M |
| Lazard Asset Management LLC | 0.00% | New | 28,126 | $2.4M |
| Motley Fool Asset Management LLC | 0.09% | Add +35.5% | 27,909 | $2.4M |
| Tredje AP-fonden | 0.02% | Add +12.6% | 27,901 | $2.4M |
| OP Asset Management Ltd | 0.03% | No change | 27,420 | $2.4M |
| Heron Bay Capital Management | 0.45% | Reduce -0.1% | 27,196 | $2.3M |
| Peak Asset Management, LLC | 0.40% | New | 27,108 | $2.3M |
| Cibc World Markets Corp. | 0.01% | — | 27,044 | $2.3M |
| Daiichi Life Insurance Co., Ltd. | 0.06% | Add +121.3% | 26,894 | $2.3M |
| Perpetual Ltd | 0.03% | Add +61.4% | 26,862 | $2.3M |
| Diversified Trust Co. | 0.04% | Add +0.3% | 26,827 | $2.3M |
| Aaron Wealth Advisors LLC | 0.13% | Add +12.8% | 26,775 | $2.3M |
| Capula Management Ltd | 0.01% | Add +197.6% | 26,662 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Add +35.0% | 26,635 | $2.3M |
| Quinn Opportunity Partners LLC | 0.10% | New | 26,000 | $2.2M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +55.0% | 25,889 | $2.2M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.29% | No change | 25,910 | $2.2M |
| Yelin Lapidot Holdings Management Ltd. | 0.45% | No change | 25,900 | $2.2M |
| Northstar Asset Management Inc. | 0.57% | Reduce -16.4% | 25,622 | $2.2M |
| Daiwa Securities Group Inc. | 0.01% | Add +4.1% | 25,515 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.0% | 25,351 | $2.2M |
| RB Capital Management, LLC | 0.46% | Add +10.2% | 25,329 | $2.2M |
| Boston Common Asset Management, LLC | 0.13% | New | 25,063 | $2.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +0.2% | 24,881 | $2.1M |
| Strategic Global Advisors, LLC | 0.33% | Reduce -2.1% | 24,547 | $2.1M |
| Apella Capital, LLC | 0.04% | Add +0.4% | 24,529 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Add +0.5% | 24,263 | $2.1M |
| Westpac Banking Corp. | 0.13% | Add +39.2% | 24,261 | $2.1M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 24,122 | $2.1M |
| Vestcor Inc | 0.06% | Reduce -18.4% | 24,086 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.7% | 23,846 | $2.1M |
| Virtus Investment Advisers, LLC | 0.53% | Reduce -7.6% | 22,469 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Add +28.4% | 22,515 | $1.9M |
| Bellecapital International Ltd. | 0.34% | Reduce -3.2% | 22,211 | $1.9M |
| Wellington Management Group LLP | 0.00% | Add +4.8% | 22,154 | $1.9M |
| Oak Thistle LLC | 0.26% | Reduce -27.7% | 21,981 | $1.9M |
| Transcend Capital Advisors, LLC | 0.15% | Add +28.9% | 21,796 | $1.9M |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -48.9% | 21,567 | $1.9M |
| Evolve Private Wealth, LLC | 0.11% | — | 21,507 | $1.9M |
| SBI Securities Co., Ltd. | 0.05% | Reduce -6.6% | 21,455 | $1.9M |
| Credit Agricole S A | 0.01% | Reduce -12.8% | 21,449 | $1.9M |
| 1832 Asset Management L.P. | 0.00% | Reduce -11.4% | 21,413 | $1.8M |
| Board of the Pension Protection Fund | 1.76% | Add +25.9% | 21,400 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +9.2% | 21,011 | $1.8M |
| Verdad Advisers, LP | 2.07% | — | 20,931 | $1.8M |
| Collar Capital Management, LLC | 1.20% | Reduce -0.0% | 20,777 | $1.8M |
| Banque Cantonale Vaudoise | 0.06% | Reduce -18.3% | 20,578 | $1.8M |
| Allstate Corp. | 0.02% | Add +122.3% | 20,566 | $1.8M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -79.6% | 20,549 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +68.9% | 20,388 | $1.8M |
| Fieldview Capital Management, LLC | 0.29% | New | 20,104 | $1.7M |
| Carmignac Gestion | 0.02% | New | 20,000 | $1.7M |
| Generali Asset Management SPA SGR | 0.03% | Reduce -4.3% | 19,735 | $1.7M |
| Plato Investment Management Ltd | 0.11% | No change | 19,472 | $1.7M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +6.7% | 19,411 | $1.7M |
| Alpine Woods Capital Investors, LLC | 0.40% | Add +28.9% | 19,327 | $1.7M |
| North Dakota State Investment Board | 0.06% | — | 19,160 | $1.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +31.5% | 18,821 | $1.6M |
| CGN Advisors LLC | 0.13% | New | 18,766 | $1.6M |
| Essential Partners LLC | 0.49% | Add +159.7% | 18,574 | $1.6M |
| Centiva Capital, LP | 0.10% | New | 18,567 | $1.6M |
| Nomura Asset Management International Inc. | 0.00% | — | 18,480 | $1.6M |
| Avanza Fonder AB | 0.04% | No change | 18,081 | $1.6M |
| Summit Global Investments | 0.09% | Reduce -85.5% | 17,936 | $1.5M |
| Easterly Investment Partners LLC | 0.09% | No change | 17,859 | $1.5M |
| Cornercap Investment Counsel Inc. | 0.75% | Reduce -1.3% | 17,670 | $1.5M |
| Klein Pavlis & Peasley Financial, Inc. | 0.90% | Add +25.8% | 17,654 | $1.5M |
| Ostrum Asset Management | 0.07% | Reduce -13.5% | 17,629 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Add +6.2% | 17,462 | $1.5M |
| Moore Capital Management, LP | 0.03% | Add +277.7% | 17,428 | $1.5M |
| Allworth Financial LP | 0.01% | Add +425.9% | 17,350 | $1.5M |
| Amalgamated Bank | 0.01% | Add +22.2% | 17,306 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +18.7% | 17,246 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 16,871 | $1.5M |
| Inscription Capital, LLC | 0.15% | Add +2.0% | 16,704 | $1.4M |
| Kentucky Retirement Systems | 0.04% | No change | 16,496 | $1.4M |
| Occudo Quantitative Strategies LP | 0.10% | Add +101.5% | 16,495 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +173.0% | 16,485 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.3% | 16,423 | $1.4M |
| Caerus Investment Advisors, LLC | 0.47% | Add +46.9% | 16,385 | $1.4M |
| Kera Capital Partners, Inc. | 0.17% | Add +65.6% | 15,205 | $1.4M |
| Curi Capital, LLC | 0.02% | New | 16,225 | $1.4M |
| Harrington Investments, INC | 0.70% | Add +1.1% | 16,174 | $1.4M |
| Circle Wealth Management, LLC | 0.02% | No change | 16,115 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | — | 16,094 | $1.4M |
| Syon Capital LLC | 0.07% | Add +44.8% | 15,991 | $1.4M |
| Perigon Wealth Management, LLC | 0.02% | Add +8.2% | 15,851 | $1.4M |
| Marex Group Ltd | 0.01% | Reduce -13.7% | 15,802 | $1.4M |
| Nano Cap New Millennium Growth Fund L P | 1.16% | — | 15,750 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +38.1% | 15,666 | $1.4M |
| Wright Investors Service Inc. | 0.40% | Reduce -0.3% | 15,594 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.2% | 15,523 | $1.3M |
| CSS LLC | 0.22% | Reduce -3.2% | 15,170 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +36.6% | 15,074 | $1.3M |
| Gateway Investment Advisers LLC | 0.01% | Add +0.4% | 15,051 | $1.3M |
| Candriam S.C.A. | 0.01% | Reduce -11.3% | 15,007 | $1.3M |
| Gifford Fong Associates | 0.26% | No change | 15,000 | $1.3M |
| Alps Advisors Inc. | 0.01% | Reduce -5.4% | 14,880 | $1.3M |
| Camelot Portfolios, LLC | 0.79% | Reduce -5.8% | 14,830 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.8% | 14,759 | $1.3M |
| Integrated Quantitative Investments LLC | 0.27% | Add +22.5% | 14,424 | $1.2M |
| Ethic Inc. | 0.02% | Add +35.4% | 14,403 | $1.2M |
| Churchill Financial Advisors, LLC | 0.37% | — | 14,004 | $1.2M |
| AG2R La Mondiale Gestion D'actifs | 0.05% | Add +12.7% | 13,858 | $1.2M |
| Cannon Global Investment Management, LLC | 3.03% | Add +43.5% | 13,200 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Add +36.1% | 13,162 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -3.5% | 13,158 | $1.1M |
| Nomura Holdings Inc. | 0.00% | Add +191.5% | 13,098 | $1.1M |
| Evoke Wealth, LLC | 0.02% | Add +19.2% | 13,051 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.04% | New | 12,974 | $1.1M |
| Sivia Capital Partners, LLC | 0.23% | Add +107.7% | 12,947 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -30.4% | 12,950 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | No change | 12,876 | $1.1M |
| Redwood Investment Management, LLC | 0.12% | Reduce -11.2% | 12,731 | $1.1M |
| denkapparat Operations GmbH | 0.59% | No change | 12,638 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.03% | Add +2.0% | 12,454 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +104.9% | 12,334 | $1.1M |
| Hillsdale Investment Management Inc. | 0.03% | Add +0.8% | 12,300 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Add +8.1% | 11,939 | $1.0M |
| Par Capital Management Inc. | 0.03% | Add +250.0% | 11,900 | $1.0M |
| Grant Private Wealth Management Inc | 0.62% | Reduce -8.4% | 11,891 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +12.4% | 11,812 | $1.0M |
| Basepoint Wealth LLC | 0.62% | Reduce -2.3% | 11,765 | $1.0M |
| Parcion Private Wealth LLC | 0.06% | Add +189.8% | 11,746 | $1.0M |
| Hunting Hill Global Capital, LLC | 1.00% | Add +25.2% | 11,641 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +279.4% | 11,485 | $991K |
| Advisory Services Network, LLC | 0.01% | Add +530.5% | 11,103 | $958K |
| Optas, LLC | 0.15% | Add +348.8% | 11,013 | $950K |
| Bank of Montreal | 0.00% | Add +36.3% | 10,963 | $946K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.8% | 10,879 | $939K |
| J. Safra Sarasin Holding AG | 0.02% | New | 10,879 | $939K |
| Lighthouse Investment Partners, LLC | 0.03% | New | 10,826 | $934K |
| Winnacle Wealth LLC | 0.69% | Reduce -4.1% | 10,692 | $930K |
| Rakuten Investment Management, Inc. | 0.00% | Add +23.4% | 10,755 | $928K |
| Choreo, LLC | 0.01% | Add +9.9% | 10,750 | $928K |
| Waverly Advisors, LLC | 0.01% | Add +92.9% | 10,568 | $912K |
| Caxton Associates LLP | 0.02% | New | 10,512 | $907K |
| Hussman Strategic Advisors, Inc. | 0.22% | Reduce -58.3% | 10,500 | $906K |
| Sherry Group, Inc. | 0.94% | — | 10,356 | $894K |
| Jackson Thornton Wealth Management, LLC | 0.08% | Add +44.4% | 10,290 | $882K |
| Wynn Capital, LLC | 0.43% | Reduce -2.5% | 10,172 | $878K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +83.8% | 10,394 | $870K |
| Affinity Investment Advisors, LLC | 0.57% | Add +4.3% | 10,023 | $865K |
| Versant Capital Management, Inc | 0.11% | Add +20.2% | 10,005 | $863K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +12.3% | 9,966 | $860K |
| PFG Advisors | 0.04% | Add +0.1% | 9,745 | $841K |
| Profund Advisors LLC | 0.03% | Reduce -3.8% | 9,700 | $837K |
| Rothschild Investment LLC | 0.05% | Add +86.0% | 9,680 | $835K |
| State of Wyoming | 0.09% | Add +91.5% | 9,640 | $832K |
| Guggenheim Capital LLC | 0.01% | Reduce -21.8% | 9,557 | $825K |
| Kestra Investment Management, LLC | 0.02% | Add +4.5% | 9,534 | $823K |
| Empirical Asset Management, LLC | 0.23% | Reduce -14.7% | 9,474 | $818K |
| Qtron Investments LLC | 0.10% | Add +14.6% | 9,358 | $808K |
| Waddell & Associates, LLC | 0.05% | Add +67.5% | 9,216 | $795K |
| Citizens Financial Group Inc. | 0.01% | Add +19.4% | 9,159 | $790K |
| Earned Wealth Advisors, LLC | 0.06% | Add +43.5% | 9,159 | $790K |
| E. Ohman J:or Asset Management AB | 0.02% | New | 9,050 | $781K |
| Pathstone Holdings, LLC | 0.00% | Add +5.1% | 9,015 | $778K |
| K.J. Harrison & Partners Inc | 0.10% | New | 9,000 | $777K |
| Claret Asset Management Corp | 0.09% | Reduce -0.6% | 8,885 | $767K |
| Farther Finance Advisors, LLC | 0.01% | Add +69.6% | 8,835 | $762K |
| waypoint wealth counsel | 0.28% | Add +58.4% | 8,817 | $761K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -40.3% | 8,502 | $734K |
| Odyssean, LLC | 0.53% | — | 8,473 | $731K |
| Lecap Asset Management Ltd. | 0.29% | Reduce -67.5% | 8,473 | $731K |
| Siemens Fonds Invest GmbH | 0.04% | Add +54.5% | 8,384 | $724K |
| Legacy Financial Advisors, Inc. | 0.10% | Add +65.5% | 8,375 | $723K |
| Prelude Capital Management, LLC | 0.05% | Add +107.5% | 8,325 | $718K |
| Essex Financial Services, Inc. | 0.04% | New | 8,216 | $709K |
| Certuity, LLC | 0.04% | Add +32.2% | 8,212 | $709K |
| Truist Financial Corp. | 0.00% | Add +5.7% | 8,138 | $702K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 8,123 | $701K |
| Brookstone Capital Management | 0.01% | Add +2.2% | 8,024 | $692K |
| Buckland Partners Management Co LLC | 0.38% | — | 8,000 | $690K |
| Entropy Technologies, LP | 0.04% | Reduce -70.1% | 7,957 | $687K |
| Compound Planning, Inc. | 0.02% | Add +10.1% | 7,940 | $685K |
| HB Wealth Management, LLC | 0.00% | Add +72.5% | 7,823 | $675K |
| Mission Wealth Management, LP | 0.01% | Add +21.9% | 7,743 | $668K |
| Praxis Investment Management Inc. | 0.04% | Add +110.3% | 7,738 | $668K |
| Vectors Research Management, LLC | 0.20% | Reduce -9.9% | 7,511 | $648K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -0.8% | 7,447 | $643K |
| GenTrust, LLC | 0.03% | Add +204.4% | 7,397 | $638K |
| National Bank of Canada | 0.00% | Add +11.6% | 7,306 | $630K |
| Park Avenue Securities LLC | 0.01% | Add +6.0% | 7,274 | $628K |
| 3Chopt Investment Partners, LLC | 0.14% | Add +20.8% | 7,251 | $626K |
| Wiser Advisor Group LLC | 0.71% | Add +0.3% | 7,212 | $622K |
| Alta Wealth Advisors LLC | 0.21% | Reduce -37.5% | 7,206 | $622K |
| Rothschild Wealth LLC | 0.06% | New | 7,119 | $614K |
| Synergy Financial Group, LTD | 0.43% | Add +0.6% | 7,101 | $613K |
| Everhart Financial Group, Inc. | 0.06% | Add +6.7% | 7,070 | $610K |
| Evergreen Capital Management LLC | 0.01% | Add +5.4% | 7,056 | $609K |
| QTR Family Wealth, LLC | 0.27% | Add +56.7% | 6,391 | $607K |
| M&T Bank Corp | 0.00% | Add +81.1% | 7,032 | $607K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | No change | 6,914 | $597K |
| Vident Advisory, LLC | 0.01% | Reduce -1.5% | 6,791 | $586K |
| Baader Bank Aktiengesellschaft | 0.05% | New | 6,876 | $584K |
| SummitTX Capital, L.P. | 0.02% | New | 6,735 | $581K |
| Leonteq Securities AG | 0.03% | Reduce -7.3% | 6,727 | $580K |
| Pinnacle Associates Ltd. | 0.01% | New | 6,620 | $571K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | New | 6,587 | $568K |
| AlphaCore Capital LLC | 0.01% | Add +112.1% | 6,551 | $565K |
| Forum Financial Management, LP | 0.01% | No change | 6,534 | $564K |
| ArrowMark Colorado Holdings LLC | 0.01% | No change | 6,500 | $561K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -2.0% | 6,471 | $558K |
| Natixis | 0.00% | Reduce -80.8% | 6,460 | $557K |
| Virtu Financial LLC | 0.02% | New | 6,418 | $554K |
| STRS Ohio | 0.00% | Reduce -77.4% | 6,382 | $551K |
| Allegiance Financial Group Advisory Services LLC | 0.12% | Add +69.3% | 6,369 | $550K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 6,348 | $548K |
| Mirabella Financial Services LLP | 0.06% | New | 6,344 | $547K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 6,295 | $543K |
| SYM FINANCIAL Corp | 0.06% | Add +34.0% | 6,288 | $543K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +90.9% | 6,156 | $531K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +56.8% | 6,122 | $528K |
| Savvy Advisors, Inc. | 0.02% | Add +131.6% | 6,098 | $526K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | New | 6,062 | $523K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.0% | 5,928 | $512K |
| Algert Global LLC | 0.01% | Add +67.0% | 5,910 | $510K |
| Helios Capital Management Pte. Ltd. | 0.35% | No change | 5,900 | $509K |
| Intech Investment Management LLC | 0.00% | Reduce -96.1% | 5,845 | $504K |
| Ancora Advisors LLC | 0.01% | Add +345.3% | 5,771 | $498K |
| Whalen Wealth Management Inc. | 0.26% | Reduce -2.8% | 5,688 | $491K |
| DC Investments Management, LLC | 0.22% | No change | 5,653 | $488K |
| Cibc World Market Inc. | 0.00% | Add +0.3% | 5,494 | $474K |
| Venturi Wealth Management, LLC | 0.02% | Add +34.5% | 5,463 | $471K |
| Bank Pictet & Cie (Europe) AG | 0.01% | New | 5,435 | $469K |
| Global Retirement Partners, LLC | 0.01% | Add +1439.2% | 5,418 | $468K |
| Kaufman Rossin Wealth, LLC | 0.24% | Add +59.1% | 5,407 | $467K |
| US Bancorp \de | 0.00% | Reduce -2.7% | 5,353 | $462K |
| HUB Investment Partners, LLC | 0.01% | Add +59.3% | 5,271 | $455K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.5% | 5,263 | $454K |
| Knightsbridge Asset Management, LLC | 0.07% | New | 5,222 | $451K |
| Jackson Creek Investment Advisors LLC | 0.13% | Reduce -0.7% | 5,211 | $450K |
| Watershed Asset Management, L.L.C. | 0.42% | — | 5,192 | $448K |
| Globeflex Capital L P | 0.07% | No change | 5,130 | $443K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -49.5% | 5,071 | $438K |
| Private Advisor Group, LLC | 0.00% | Add +12.0% | 5,024 | $434K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | Add +1.6% | 3,671 | $430K |
| FNY Investment Advisers, LLC | 0.12% | Add +14151.4% | 4,988 | $430K |
| Northwest Wealth Management, LLC | 0.07% | New | 4,981 | $430K |
| Volterra Technologies LP | 0.44% | New | 4,961 | $428K |
| Leigh Baldwin & Co., LLC | 0.28% | Add +27.2% | 4,922 | $425K |
| Courier Capital LLC | 0.02% | Reduce -12.4% | 4,879 | $421K |
| Atlas Capital Advisors Inc. | 0.05% | — | 4,804 | $415K |
| Resonant Capital Advisors, LLC | 0.02% | Add +22.7% | 4,767 | $411K |
| Beese Fulmer Investment Management, Inc. | 0.03% | New | 4,748 | $410K |
| Vise Technologies, Inc. | 0.01% | Add +21.4% | 4,707 | $406K |
| Aptus Capital Advisors, LLC | 0.00% | Add +89.4% | 4,701 | $406K |
| Concentrum Wealth Management | 0.11% | Add +0.2% | 4,653 | $402K |
| Interchange Capital Partners, LLC | 0.07% | Add +37.1% | 4,642 | $401K |
| Woodline Partners LP | 0.00% | New | 4,629 | $399K |
| Tru Independence Asset Management 2, LLC | 0.24% | No change | 4,523 | $390K |
| Credit Capital Investments LLC | 0.37% | No change | 4,500 | $388K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -1.1% | 4,498 | $388K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.5% | 4,361 | $376K |
| Wick Capital Partners, LLC | 0.07% | New | 4,320 | $373K |
| Yousif Capital Management, LLC | 0.00% | Add +0.7% | 4,582 | $373K |
| Poinciana Advisors Group, LLC | 0.29% | Reduce -0.8% | 4,306 | $372K |
| Ahara Advisors LLC | 0.34% | — | 4,273 | $369K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -34.4% | 4,266 | $368K |
| Signaturefd, LLC | 0.01% | Add +8.5% | 4,221 | $364K |
| UniSuper Management Pty Ltd | 0.00% | No change | 4,200 | $362K |
| Oakmont Advisory Group, LLC | 0.38% | — | 4,137 | $357K |
| Riversedge Advisors, LLC | 0.06% | New | 4,081 | $352K |
| BAM Wealth Management, LLC | 0.25% | Add +4.8% | 4,070 | $351K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +8.9% | 4,014 | $346K |
| Savant Capital, LLC | 0.00% | Add +9.7% | 3,984 | $344K |
| 111 Capital | 0.07% | Reduce -76.8% | 3,848 | $332K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +37.1% | 3,846 | $332K |
| DGS Capital Management, LLC | 0.06% | New | 3,784 | $327K |
| TCW Group Inc. | 0.00% | New | 3,771 | $325K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.10% | New | 3,759 | $324K |
| AlphaQuest LLC | 0.02% | Add +1723.5% | 3,720 | $321K |
| Ariadne Wealth Management, LP | 0.13% | Reduce -17.8% | 3,475 | $321K |
| Nisa Investment Advisors, LLC | 0.00% | Add +115.5% | 3,674 | $317K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.1% | 3,618 | $312K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -4.4% | 3,601 | $311K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,594 | $310K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -93.7% | 3,591 | $310K |
| National Philanthropic Trust | 0.00% | No change | 3,550 | $306K |
| Metis Global Partners, LLC | 0.01% | Reduce -6.4% | 3,526 | $304K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 3,522 | $304K |
| Fred Alger Management, LLC | 0.00% | New | 3,522 | $304K |
| Calamos Wealth Management LLC | 0.01% | Reduce -7.6% | 3,519 | $304K |
| Wedmont Private Capital | 0.01% | Add +8.8% | 3,482 | $302K |
| Mgo One Seven LLC | 0.01% | Add +12.1% | 3,488 | $301K |
| Parallel Advisors, LLC | 0.01% | Add +25.4% | 3,425 | $296K |
| Investment Research Partners LLC | 0.13% | Add +6.4% | 3,391 | $293K |
| Americana Partners, LLC | 0.01% | No change | 3,382 | $292K |
| Bridges Investment Management Inc. | 0.00% | New | 3,367 | $291K |
| Menard Financial Group LLC | 0.20% | No change | 3,324 | $287K |
| &partners | 0.00% | New | 3,322 | $287K |
| Ritholtz Wealth Management | 0.01% | New | 3,309 | $286K |
| True Wealth Design, LLC | 0.08% | Add +44.8% | 3,304 | $285K |
| West Family Investments, Inc. | 0.07% | Add +16.8% | 3,281 | $283K |
| Flatrock Wealth Partners LLC | 0.13% | — | 3,256 | $281K |
| IFP Advisors, Inc | 0.01% | Add +130.3% | 3,226 | $278K |
| MOKAN Wealth Management Inc. | 0.12% | Add +28.4% | 3,220 | $278K |
| Callan Family Office, LLC | 0.01% | Add +14.5% | 3,211 | $277K |
| Family Wealth Partners, LLC | 0.10% | New | 3,179 | $274K |
| Albert D Mason Inc. | 0.18% | Add +12.3% | 3,145 | $271K |
| Childress Capital Advisors, LLC | 0.04% | New | 3,120 | $269K |
| Perbak Capital Partners LLP | 0.08% | Reduce -75.5% | 3,111 | $268K |
| International Assets Investment Management, LLC | 0.02% | Reduce -31.4% | 3,077 | $266K |
| Principal Securities, Inc. | 0.00% | Add +8.2% | 3,053 | $263K |
| Prudential PLC | 0.00% | Add +5.7% | 3,040 | $262K |
| Brand Asset Management Group, Inc. | 0.07% | Add +13.4% | 3,024 | $261K |
| Symmetry Partners, LLC | 0.02% | New | 3,010 | $260K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 2,998 | $259K |
| Covestor Ltd | 0.13% | Reduce -18.6% | 2,960 | $256K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | New | 2,939 | $254K |
| Kapitalo Investimentos Ltda | 0.05% | New | 2,931 | $253K |
| Atria Investments, Inc | 0.00% | Add +12.4% | 2,923 | $252K |
| Soltis Investment Advisors LLC | 0.02% | New | 2,917 | $252K |
| Graetz Wealth LLC | 0.23% | — | 2,911 | $251K |
| Intellectus Partners, LLC | 0.05% | Reduce -27.4% | 2,910 | $251K |
| Crestwood Advisors Group, LLC | 0.00% | New | 2,880 | $249K |
| Drive Wealth Management, LLC | 0.05% | New | 2,873 | $248K |
| Sepio Capital, LP | 0.01% | New | 2,812 | $243K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -75.7% | 2,735 | $236K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,727 | $235K |
| Fisher Asset Management | 0.00% | New | 2,721 | $235K |
| Urban Wealth Management, LLC | 0.22% | — | 2,716 | $234K |
| Midwest Financial Group LLC | 0.10% | Reduce -27.9% | 2,690 | $232K |
| Wealthspire Advisors, LLC | 0.00% | Add +175.6% | 2,651 | $229K |
| Altar Rock LLC | 0.27% | — | 2,624 | $226K |
| Composition Wealth, LLC | 0.00% | New | 2,591 | $224K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -4.3% | 2,575 | $222K |
| Cigna Investments Inc. | 0.03% | No change | 2,557 | $221K |
| Corient IA LP | 0.20% | No change | 2,500 | $216K |
| Inspirion Wealth Advisors, LLC | 0.03% | New | 2,500 | $216K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.3% | 2,482 | $214K |
| Legacy Financial Group, Inc. | 0.06% | Reduce -5.5% | 2,475 | $214K |
| Regent Peak Wealth Advisors LLC | 0.04% | New | 2,467 | $213K |
| Fielder Capital Group LLC | 0.04% | New | 2,452 | $212K |
| Independent Financial Group, LLC | 0.00% | New | 2,424 | $209K |
| Symmetry Peak Management LLC | 4.41% | Reduce -64.6% | 2,420 | $209K |
| Bayforest Capital Ltd | 0.16% | Reduce -49.5% | 2,416 | $208K |
| Steel Grove Capital Advisors, LLC | 0.02% | New | 2,410 | $208K |
| IHT Wealth Management, LLC | 0.01% | Reduce -7.3% | 2,400 | $207K |
| Virtus Advisers, LLC | 0.10% | New | 2,387 | $206K |
| Twinbeech Capital LP | 0.01% | Reduce -97.8% | 2,382 | $206K |
| Cooper Financial Group | 0.02% | New | 2,373 | $205K |
| Excalibur Management Corp. | 0.07% | Reduce -25.5% | 2,371 | $205K |
| Traub Capital Management LLC | 0.20% | New | 2,370 | $205K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,366 | $204K |
| Verus Capital Partners, LLC | 0.01% | New | 2,360 | $204K |
| Employees Retirement System of Texas | 0.00% | No change | 2,355 | $203K |
| Equitable Holdings, Inc. | 0.00% | Reduce -53.3% | 2,338 | $202K |
| Arax Advisory Partners | 0.01% | Reduce -97.3% | 2,198 | $190K |
| Meeder Asset Management Inc. | 0.01% | No change | 2,102 | $181K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -8.4% | 2,078 | $179K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 2,057 | $177K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -35.7% | 2,038 | $176K |
| Larson Financial Group LLC | 0.01% | Add +257.2% | 1,954 | $169K |
| Smartleaf Asset Management LLC | 0.01% | Add +29.1% | 1,745 | $151K |
| New Age Alpha Advisors, LLC | 0.01% | New | 1,714 | $148K |
| Kemnay Advisory Services Inc. | 0.02% | New | 1,554 | $134K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 1,518 | $131K |
| Fifth Third Bancorp | 0.00% | Add +1.3% | 1,476 | $127K |
| Penserra Capital Management LLC | 0.00% | Add +0.8% | 1,468 | $126K |
| GAMMA Investing LLC | 0.01% | Add +41.5% | 1,446 | $125K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +89.7% | 1,417 | $122K |
| Whipplewood Advisors, LLC | 0.07% | No change | 1,300 | $112K |
| Assetmark, Inc. | 0.00% | Add +75.2% | 1,270 | $110K |
| Quarry LP | 0.02% | Reduce -58.2% | 1,206 | $104K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,195 | $101K |
| SJS Investment Consulting Inc. | 0.01% | Add +85.0% | 1,075 | $93K |
| Harbour Investments, Inc. | 0.00% | Add +10.7% | 1,073 | $93K |
| HighMark Wealth Management LLC | 0.03% | No change | 972 | $84K |
| Global Wealth Strategies & Associates | 0.02% | No change | 950 | $82K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 910 | $79K |
| CIBC Private Wealth Group LLC | 0.00% | Add +45.1% | 885 | $76K |
| Blue Trust, Inc. | 0.00% | Add +0.7% | 865 | $75K |
| CoreCap Advisors, LLC | 0.00% | Add +35.5% | 855 | $74K |
| Front Row Advisors LLC | 0.02% | No change | 751 | $65K |
| S-Bank Fund Management Ltd | 0.01% | Reduce -2.7% | 713 | $62K |
| Triumph Capital Management | 0.01% | New | 711 | $61K |
| HM Payson & Co. | 0.00% | Add +0.9% | 694 | $60K |
| MAI Capital Management | 0.00% | Add +18.3% | 685 | $59K |
| UMB Bank, n.a. | 0.00% | Add +1626.3% | 656 | $57K |
| REAP Financial Group, LLC | 0.01% | Add +10.5% | 655 | $57K |
| Bullock Wealth Management Group | 0.03% | — | 652 | $56K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +14.8% | 597 | $52K |
| Quent Capital, LLC | 0.00% | Add +43.6% | 593 | $51K |
| Flagship Harbor Advisors, LLC | 0.00% | Reduce -80.4% | 583 | $50K |
| Root Financial Partners, LLC | 0.00% | Add +33.5% | 542 | $47K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -79.2% | 540 | $47K |
| Caz Investments LP | 0.07% | No change | 500 | $43K |
| Activest Wealth Management | 0.01% | Add +4318.2% | 486 | $42K |
| Financial Perspectives, Inc | 0.01% | No change | 476 | $41K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -31.6% | 468 | $40K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +83.3% | 440 | $38K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 400 | $35K |
| WealthCollab, LLC | 0.01% | No change | 394 | $34K |
| Sound Income Strategies, LLC | 0.00% | Add +94.8% | 411 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -24.9% | 361 | $31K |
| SageView Advisory Group, LLC | 0.00% | New | 323 | $28K |
| Toth Financial Advisory Corp. | 0.00% | New | 321 | $28K |
| SouthState Bank Corp | 0.00% | No change | 315 | $27K |
| Strive Financial Group ,LLC | 0.01% | — | 312 | $27K |
| Advocate Investing Services LLC | 0.02% | — | 300 | $26K |
| PFS Partners, LLC | 0.01% | No change | 300 | $26K |
| Heritage Wealth Advisors | 0.00% | No change | 300 | $26K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 298 | $26K |
| EFG International AG | 0.00% | — | 280 | $24K |
| Geneos Wealth Management Inc. | 0.00% | No change | 276 | $24K |
| Rexford Capital Inc. | 0.02% | No change | 267 | $23K |
| Bellevue Asset Management, LLC | 0.01% | No change | 260 | $22K |
| Truvestments Capital LLC | 0.00% | Reduce -3.7% | 259 | $22K |
| Raleigh Capital Management Inc. | 0.01% | Add +1.6% | 256 | $22K |
| V-Square Quantitative Management LLC | 0.00% | New | 252 | $22K |
| Reflection Asset Management | 0.02% | — | 251 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 250 | $22K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -25.8% | 245 | $21K |
| Deseret Mutual Benefit Administrators | 0.01% | Add +32.2% | 238 | $21K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 225 | $19K |
| Quadrant Capital Group LLC | 0.00% | Add +41.9% | 220 | $19K |
| Trust Co. of Vermont | 0.00% | Add +4.9% | 213 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 211 | $18K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 202 | $17K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 218 | $17K |
| SWAN Capital LLC | 0.01% | No change | 200 | $17K |
| Zions Bancorporation, National Association | 0.00% | New | 193 | $17K |
| Private Trust Co. NA | 0.00% | Reduce -1.6% | 189 | $16K |
| Huntington National Bank | 0.00% | Add +25.3% | 188 | $16K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 180 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -14.0% | 178 | $15K |
| CVA Family Office, LLC | 0.00% | Add +58.2% | 174 | $15K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +44.9% | 171 | $15K |
| Private Wealth Management Group, LLC | 0.00% | No change | 169 | $15K |
| Cygnus Capital Advisors, LLC | 0.01% | — | 160 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.8% | 161 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +46.4% | 142 | $12K |
| SHP Wealth Management | 0.00% | — | 139 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Add +5.9% | 144 | $12K |
| ORG Partners LLC | 0.00% | New | 131 | $11K |
| Torren Management, LLC | 0.01% | — | 126 | $11K |
| Westfuller Advisors, LLC | 0.00% | Reduce -33.9% | 125 | $11K |
| Elevation Wealth Partners, LLC | 0.00% | Add +30.4% | 120 | $10K |
| Proffitt & Goodson Inc. | 0.00% | New | 120 | $10K |
| CKW Financial Group | 0.00% | No change | 100 | $9K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 102 | $9K |
| Hara Capital LLC | 0.00% | Reduce -77.8% | 101 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 100 | $9K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $9K |
| Caldwell Trust Co | 0.00% | New | 93 | $8K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 98 | $8K |
| Hilltop National Bank | 0.00% | No change | 90 | $8K |
| Cheviot Value Management, LLC | 0.00% | No change | 75 | $7K |
| Elyxium Wealth, LLC | 0.00% | New | 81 | $7K |
| Eukles Asset Management | 0.00% | No change | 80 | $7K |
| WPG Advisers, LLC | 0.00% | Reduce -57.9% | 77 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 75 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -26.0% | 74 | $6K |
| Banque Transatlantique SA | 0.00% | No change | 73 | $6K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -50.4% | 70 | $6K |
| DecisionPoint Financial, LLC | 0.00% | No change | 68 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +9.8% | 67 | $6K |
| Marquette Asset Management, LLC | 0.00% | No change | 66 | $6K |
| Abound Wealth Management | 0.00% | No change | 65 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -19.2% | 63 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 63 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 62 | $5K |
| Spire Wealth Management | 0.00% | Reduce -20.0% | 60 | $5K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 60 | $5K |
| Hurley Capital, LLC | 0.00% | New | 58 | $5K |
| Avion Wealth | 0.00% | Reduce -1.4% | 69 | $5K |
| Bessemer Group Inc. | 0.00% | Reduce -50.9% | 53 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +14.3% | 56 | $5K |
| Bayban | 0.00% | — | 50 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 50 | $4K |
| Bfsg, LLC | 0.00% | No change | 50 | $4K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 50 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 50 | $4K |
| Manchester Capital Management LLC | 0.00% | New | 48 | $4K |
| Inlight Wealth Management, LLC | 0.00% | No change | 46 | $4K |
| Cromwell Holdings LLC | 0.00% | No change | 44 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 42 | $4K |
| Golden State Wealth Management, LLC | 0.00% | Add +36.7% | 41 | $4K |
| TFC Financial Management, Inc. | 0.00% | No change | 41 | $4K |
| Graney & King, LLC | 0.00% | No change | 40 | $3K |
| Clayton Financial Group LLC | 0.00% | No change | 40 | $3K |
| Key Financial Inc | 0.00% | No change | 40 | $3K |
| North Star Investment Management Corp. | 0.00% | Add +160.0% | 39 | $3K |
| Noble Wealth Management PBC | 0.00% | No change | 38 | $3K |
| Wealth Watch Advisors, INC | 0.00% | No change | 37 | $3K |
| First Horizon Corp. | 0.00% | No change | 37 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +48.0% | 37 | $3K |
| Sachetta, LLC | 0.00% | No change | 36 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 36 | $3K |
| EMC Capital Management | 0.00% | No change | 36 | $3K |
| Cornerstone Financial Management LLC | 0.00% | — | 32 | $3K |
| Copia Wealth Management | 0.00% | New | 32 | $3K |
| MV Capital Management, Inc. | 0.00% | Add +6.9% | 31 | $3K |
| Vision Financial Markets LLC | 0.00% | No change | 30 | $3K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +31.8% | 29 | $3K |
| Hughes Financial Services, LLC | 0.00% | No change | 29 | $3K |
| American Capital Advisory, LLC | 0.00% | Add +3.7% | 28 | $2K |
| Addison Advisors LLC | 0.00% | No change | 27 | $2K |
| TD Private Client Wealth LLC | 0.00% | Add +800.0% | 27 | $2K |
| Kilter Group LLC | 0.00% | Reduce -3.9% | 25 | $2K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 25 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 25 | $2K |
| Concord Wealth Partners | 0.00% | No change | 25 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 25 | $2K |
| Park Place Capital Corp | 0.00% | No change | 24 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 24 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 23 | $2K |
| Investors Portfolio Services LLC | 0.00% | — | 23 | $2K |
| Optima Capital LLC | 0.00% | New | 22 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 21 | $2K |
| Vision Retirement, LLC | 0.00% | — | 21 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 21 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 20 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 20 | $2K |
| Field & Main Bank | 0.00% | No change | 20 | $2K |
| Kelleher Financial Advisors | 0.00% | Reduce -55.6% | 20 | $2K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 17 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 18 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 17 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 17 | $1K |
| CNB Bank | 0.00% | No change | 16 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 16 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | Add +700.0% | 16 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -11.8% | 15 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -6.7% | 14 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 14 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 14 | $1K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 14 | $1K |
| PayPay Securities Corp | 0.03% | Add +18.2% | 13 | $1K |
| Osbon Capital Management LLC | 0.00% | — | 13 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +9.1% | 12 | $1K |
| DT Investment Partners, LLC | 0.00% | No change | 12 | $1K |
| 1015 Capital Partners, LLC | 0.00% | — | 12 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 7 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 11 | $949 |
| Redwood Park Advisors LLC | 0.00% | No change | 10 | $863 |
| Chelsea Counsel Co. | 0.00% | No change | 10 | $863 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 10 | $863 |
| Hartford Financial Management Inc. | 0.00% | No change | 10 | $863 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 9 | $776 |
| Curio Wealth, LLC | 0.00% | New | 8 | $702 |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 8 | $690 |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.6% | 8 | $690 |
| Archer Investment Corp | 0.00% | No change | 8 | $647 |
| Quattro Advisors LLC | 0.00% | — | 7 | $604 |
| McIlrath & Eck, LLC | 0.00% | New | 7 | $604 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 7 | $604 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 6 | $518 |
| Breakwater Investment Management | 0.00% | New | 6 | $518 |
| Bare Financial Services, Inc | 0.00% | Reduce -33.3% | 6 | $518 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 6 | $518 |
| Crewe Advisors LLC | 0.00% | No change | 6 | $518 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -50.0% | 5 | $479 |
| Seneschal Advisors, LLC | 0.00% | No change | 5 | $432 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $432 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 5 | $432 |
| Quaker Wealth Management, LLC | 0.00% | Add +66.7% | 5 | $432 |
| West Branch Capital LLC | 0.00% | No change | 5 | $432 |
| Financial Avengers, Inc. | 0.00% | No change | 5 | $431 |
| Anfield Capital Management, LLC | 0.00% | No change | 5 | $431 |
| City State Bank | 0.00% | Reduce -95.2% | 5 | $431 |
| Cornerstone Planning Group LLC | 0.00% | New | 4 | $385 |
| Asset Dedication, LLC | 0.00% | No change | 4 | $346 |
| Jessup Wealth Management, Inc | 0.00% | New | 4 | $345 |
| Strategic Advocates LLC | 0.00% | Reduce -50.0% | 4 | $345 |
| Highline Wealth Partners LLC | 0.00% | No change | 2 | $173 |
| Clark Wealth Partners | 0.00% | No change | 1 | $86 |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 1 | $86 |
| Walleye Capital LLC | 0.00% | New | 1 | $86 |
"% of holder's portfolio" is ZM's weight in each manager's 13F, not the share of Zoom Communications Inc. the manager owns.