ZscalerZS

13F holders, Q3 2025 (September 30)
909holders +5
118new positions
111sold out
10famous investors
$299.41avg. 13F price*

At the end of Q3 2025, 909 institutions reported holding Zscaler Inc. (ZS) in their 13F filings, up 5 from Q2 2025. 118 opened new positions and 111 sold out. The largest holders were Vanguard Group Inc. ($3.4B), BlackRock, Inc. ($2.3B) and FMR LLC ($1.2B). 10 famous investors held it, including Chase Coleman (1.6% of Tiger Global Management's portfolio), Cliff Asness (0.4% of AQR Capital Management's portfolio) and David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio).

Company
Zscaler Inc.
CUSIP
98980G102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 736Q1 2024Q2 2024: 732Q2 2024Q3 2024: 698Q3 2024Q4 2024: 760Q4 2024Q1 2025: 768Q1 2025Q2 2025: 904Q2 2025Q3 2025: 909Q3 2025Q4 2025: 889Q4 2025Q1 2026: 751Q1 2026Q2 2026: 748Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions118$319.7M
Exits111$381.6M

All 13F filers, Q2 2025 → Q3 2025: 8,295,499 shares bought and 10,158,718 shares sold, net −1,863,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 909 holders

Vanguard Group Inc. 0.05% Add +6.1% 11,367,903 $3.4B
BlackRock, Inc. 0.04% Add +5.8% 7,791,752 $2.3B
FMR LLC 0.06% Add +15.2% 4,034,045 $1.2B
American Century Companies Inc. 0.37% Reduce -11.2% 2,418,950 $724.9M
State Street Corp. 0.02% Add +4.5% 2,259,804 $677.2M
T. Rowe Price Investment Management, Inc. 0.41% Reduce -0.9% 2,257,500 $676.5M
First Trust Advisors LP 0.50% Add +9.5% 2,228,134 $667.7M
Geode Capital Management, LLC 0.04% Add +5.6% 1,971,490 $589.7M
AQR Capital Management 0.37% Add +61.8% 1,941,571 $576.1M
Goldman Sachs Group Inc. 0.08% Add +4.0% 1,830,099 $548.4M
T. Rowe Price Associates Inc. 0.06% Add +150.2% 1,794,944 $537.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Reduce -30.4% 1,684,545 $504.8M
Tiger Global Management 1.56% No change 1,683,266 $504.4M
Invesco Ltd. 0.06% Add +4.6% 1,290,965 $386.9M
Federated Hermes, Inc. 0.68% Add +9.4% 1,281,671 $384.1M
Morgan Stanley 0.02% Reduce -11.4% 1,242,142 $372.2M
D. E. Shaw & Co. 0.32% Reduce -34.3% 1,236,845 $370.6M
Pictet Asset Management Holding SA 0.28% Reduce -12.9% 967,496 $289.9M
Voya Investment Management LLC 0.31% Reduce -2.3% 897,246 $268.9M
Amundi 0.07% Reduce -6.4% 706,722 $215.7M
Northern Trust Corp. 0.03% Add +4.0% 669,046 $200.5M
Barclays PLC 0.07% Add +83.4% 639,946 $191.8M
Two Sigma Advisers, LP 0.36% Reduce -47.5% 604,100 $181.0M
Legal & General Group Plc 0.04% Reduce -2.9% 590,290 $176.9M
Deutsche Bank AG 0.06% Add +38.2% 578,353 $173.3M
Two Sigma Investments, LP 0.27% Reduce -31.4% 557,308 $167.0M
UBS Group AG 0.03% Reduce -69.1% 553,373 $165.8M
Nuveen, LLC 0.04% Reduce -0.7% 550,721 $165.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.25% Add +3.6% 521,172 $156.2M
1832 Asset Management L.P. 0.26% Add +12.4% 519,118 $155.6M
Bank of America Corp. 0.01% Reduce -39.4% 490,897 $147.1M
Artisan Partners Limited Partnership 0.21% Reduce -7.6% 482,769 $144.7M
Charles Schwab Investment Management Inc. 0.02% Add +10.1% 469,237 $140.6M
Citigroup Inc. 0.09% Add +107.8% 453,954 $136.0M
Bank of New York Mellon Corp 0.02% Reduce -8.9% 452,918 $135.7M
JPMorgan Chase & Co. 0.01% Add +5.7% 412,578 $123.6M
Skandinaviska Enskilda Banken AB (publ) 0.47% Reduce -6.3% 394,665 $118.3M
Champlain Investment Partners, LLC 0.89% Reduce -15.5% 394,470 $118.2M
Franklin Resources Inc. 0.03% Add +11.4% 393,539 $117.9M
Robeco Institutional Asset Management B.V. 0.17% Add +20.3% 388,902 $116.5M
Ameriprise Financial Inc. 0.03% Add +16.0% 370,176 $110.9M
Alyeska Investment Group, L.P. 0.33% New 365,213 $109.4M
Neuberger Berman Group LLC 0.08% Add +44.7% 363,593 $109.0M
Penserra Capital Management LLC 1.28% Reduce -2.8% 355,644 $106.6M
Raymond James Financial Inc. 0.03% Add +12.3% 326,665 $97.9M
Ensign Peak Advisors, Inc 0.15% Reduce -24.6% 298,287 $89.4M
Danica Pension, Livsforsikringsaktieselskab 1.36% Add +8.8% 294,959 $88.4M
Swiss National Bank 0.05% Reduce -4.2% 291,700 $87.4M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -20.9% 290,284 $87.0M
Janus Henderson Group PLC 0.04% Add +2923.7% 281,683 $84.5M
Nicholas Company, Inc. 1.34% Reduce -0.0% 262,737 $78.7M
TD Asset Management Inc 0.06% Reduce -6.1% 255,200 $76.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +1.3% 249,591 $74.8M
Keybank National Association 0.26% Reduce -6.8% 242,957 $72.8M
Canada Pension Plan Investment Board 0.05% Add +26.1% 239,806 $71.9M
LBP Am SA 0.87% Reduce -4.6% 237,371 $71.1M
Qube Research & Technologies Ltd 0.10% Add +177.8% 235,938 $70.7M
Dimensional Fund Advisors LP 0.01% Add +11.3% 229,796 $68.9M
Vident Advisory, LLC 0.67% Add +1.8% 227,591 $68.2M
Wells Fargo & Company 0.01% Reduce -4.2% 224,997 $67.4M
DekaBank Deutsche Girozentrale 0.11% No change 221,212 $65.4M
Nomura Asset Management Co. Ltd. 0.17% Reduce -8.6% 211,639 $63.4M
Credit Agricole S A 0.21% — 210,864 $63.2M
Northwestern Mutual Wealth Management Co. 0.04% Add +7.0% 202,483 $60.7M
Assenagon Asset Management S.A. 0.09% Reduce -52.0% 196,953 $59.0M
Pacer Advisors, Inc. 0.15% Add +21.9% 196,541 $58.9M
Jia Investment Alliance Pte. LTD. 5.70% No change 191,060 $57.3M
Frontier Capital Management Co. LLC 0.50% Reduce -8.5% 186,268 $55.8M
Wellington Management Group LLP 0.01% Reduce -54.8% 184,680 $55.3M
Baron Capital (BAMCO) 0.15% Reduce -0.4% 183,773 $55.1M
Panagora Asset Management Inc. 0.22% New 178,714 $53.6M
Citadel Advisors 0.04% Reduce -85.3% 176,214 $52.8M
National Pension Service 0.04% Add +0.6% 173,863 $52.1M
BNP Paribas Financial Markets 0.04% Reduce -51.3% 173,727 $52.1M
Candriam S.C.A. 0.27% Add +7.9% 170,808 $51.2M
ProShare Advisors LLC 0.11% Reduce -19.7% 170,601 $51.1M
CANADA LIFE ASSURANCE Co 0.07% Reduce -3.4% 169,870 $50.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +21.4% 165,548 $49.6M
California Public Employees Retirement System 0.03% Add +2.0% 165,274 $49.5M
Rhumbline Advisers 0.04% Reduce -1.9% 164,884 $49.4M
Royal Bank of Canada 0.01% Reduce -32.1% 158,289 $47.4M
CIBC Private Wealth Group LLC 0.08% Reduce -18.9% 154,157 $46.2M
Stifel Financial Corp. 0.04% Add +32.4% 152,841 $45.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Add +6.5% 150,602 $45.1M
Rokos Capital Management LLP 0.56% Add +2.6% 147,317 $44.2M
Victory Capital Management Inc. 0.03% Add +13.2% 143,397 $43.0M
AXA Investment Managers S.A. 0.12% — 143,114 $42.9M
Perpetual Ltd 0.52% Reduce -19.8% 141,071 $42.3M
California State Teachers Retirement System 0.04% Add +1.0% 140,937 $42.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Reduce -12.4% 137,852 $41.3M
Schroder Investment Management Group 0.03% Reduce -16.3% 137,291 $41.1M
Squarepoint Ops LLC 0.09% Reduce -65.4% 135,136 $40.5M
Macquarie Group Ltd. 0.05% Add +88.8% 128,492 $39.5M
Cresset Asset Management, LLC 0.17% Reduce -0.5% 126,244 $37.8M
Man Group plc 0.07% Reduce -2.0% 125,944 $37.7M
Jennison Associates LLC 0.02% Add +54.8% 115,388 $34.6M
Bank of Montreal 0.01% Add +2.6% 114,978 $34.5M
Jain Global LLC 0.47% Add +273.0% 113,235 $33.9M
Pinebridge Investments, L.P. 0.25% Add +6.6% 110,961 $33.3M
Massachusetts Financial Services Co. 0.01% Add +54.7% 109,485 $32.8M
Ieq Capital, LLC 0.10% Add +42.2% 108,407 $32.5M
LPL Financial LLC 0.01% Reduce -0.8% 106,043 $31.8M
Renaissance Technologies 0.04% Reduce -62.2% 105,500 $31.6M
Vontobel Holding Ltd. 0.10% Add +3.8% 102,685 $30.8M
Creative Planning 0.02% Add +14.8% 102,575 $30.7M
Korea Investment CORP 0.06% Add +24.0% 98,370 $29.5M
Mizuho Markets Americas LLC 0.62% New 97,873 $29.3M
Verition Fund Management LLC 0.17% Add +22.7% 94,504 $28.3M
Thematics Asset Management 1.28% Reduce -7.2% 94,104 $28.2M
Klingenstein Fields & Co. LP 1.04% Reduce -0.3% 91,661 $27.5M
Russell Investments Group, Ltd. 0.03% Add +88.2% 90,898 $27.2M
State Board of Administration of Florida Retirement System 0.05% Reduce -3.6% 90,793 $27.2M
New York State Common Retirement Fund 0.04% Add +67.0% 90,449 $27.1M
Sei Investments Co. 0.03% Add +6.0% 88,231 $26.4M
Zacks Investment Management 0.20% Reduce -10.0% 84,656 $25.4M
Woodline Partners LP 0.12% Reduce -47.8% 83,482 $25.0M
Jacobs Levy Equity Management, Inc. 0.10% Add +2912.1% 83,103 $24.9M
Nordea Investment Management AB 0.02% Reduce -1.8% 82,936 $24.5M
Fisher Asset Management 0.01% Add +25.8% 81,299 $24.4M
Asset Management One Co., Ltd. 0.07% Reduce -1.0% 81,059 $24.3M
Aviva PLC 0.04% Add +6.8% 80,200 $24.0M
Parallax Volatility Advisers, L.P. 0.80% Reduce -24.6% 79,052 $23.7M
Rheos Capital Works Inc. 1.32% Reduce -13.2% 79,000 $23.7M
HSBC Holdings PLC 0.01% Add +11.7% 74,316 $22.1M
Allianz Asset Management GmbH 0.03% Add +1384.8% 70,173 $21.0M
Focus Partners Wealth 0.03% Add +32.3% 69,184 $20.7M
Alliancebernstein L.P. 0.01% Reduce -4.0% 68,556 $20.5M
Susquehanna International Group, LLP 0.03% Reduce -87.8% 68,391 $20.5M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +24.4% 66,816 $20.0M
Aberdeen Group plc 0.03% Add +5.2% 64,906 $19.4M
Guggenheim Capital LLC 0.14% Add +3.5% 62,860 $18.8M
Commonwealth Equity Services, LLC 0.02% Reduce -8.4% 59,842 $17.9M
Sequoia Financial Advisors, LLC 0.11% Add +6.2% 58,627 $17.6M
Cwm, LLC 0.05% Add +128.4% 56,146 $16.8M
Handelsbanken Fonder AB 0.05% Add +43.1% 55,907 $16.8M
Caisse de depot et placement du Quebec 0.03% New 55,697 $16.7M
LaFleur & Godfrey LLC 1.98% Reduce -8.2% 54,619 $16.4M
Cerity Partners LLC 0.03% Add +112.7% 53,522 $16.0M
State of Wisconsin Investment Board 0.04% Reduce -0.8% 53,190 $15.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +13.2% 53,058 $15.9M
Jane Street Group, LLC 0.02% Reduce -71.5% 52,491 $15.7M
Millennium Management 0.01% Reduce -73.9% 51,075 $15.3M
Public Employees Retirement System of Ohio 0.05% Add +13.0% 50,868 $15.2M
SouthState Bank Corp 0.69% Add +14.1% 50,174 $15.0M
Woodstock Corp. 1.30% Add +1.2% 50,024 $15.0M
APG Asset Management N.V. 0.04% Add +1.6% 58,762 $15.0M
Avalon Global Asset Management LLC 3.44% Add +42.9% 50,000 $15.0M
Royal London Asset Management Ltd. 0.03% Reduce -12.0% 49,460 $14.8M
Storebrand Asset Management As 0.04% Add +14.7% 49,372 $14.8M
Acadian Asset Management LLC 0.03% Add +1847.7% 49,335 $14.8M
KBC Group NV 0.03% Add +1.5% 48,021 $14.4M
Osaic Holdings, Inc. 0.02% Add +2.5% 49,657 $14.3M
Mark Asset Management LP 1.45% No change 47,325 $14.2M
NEOS Investment Management LLC 0.10% Add +78.5% 46,417 $13.9M
HighTower Advisors, LLC 0.02% Add +3.9% 46,040 $13.8M
Cooper Creek Partners Management LLC 0.51% No change 45,505 $13.6M
RPG Investment Advisory, LLC 1.60% Add +1.8% 45,200 $13.5M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -16.4% 44,754 $13.4M
Mediolanum International Funds Ltd 0.14% Add +46.4% 45,150 $13.4M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +2.1% 44,633 $13.4M
Danske Bank A/S 0.03% Reduce -10.6% 44,271 $13.3M
Zweig-DiMenna Associates LLC 1.02% No change 43,995 $13.2M
Treasurer of the State of North Carolina 0.04% Reduce -3.8% 43,902 $13.2M
Mariner, LLC 0.02% Add +90.4% 43,425 $13.0M
Rafferty Asset Management, LLC 0.04% Add +2.1% 42,838 $12.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +45.7% 42,997 $12.6M
Engineers Gate Manager LP 0.14% Reduce -24.4% 39,930 $12.0M
Pinnacle Associates Ltd. 0.16% Add +2.7% 39,047 $11.7M
M&G PLC 0.06% New 38,496 $11.5M
Mackenzie Financial Corp. 0.01% Add +159.9% 38,416 $11.5M
KLP Kapitalforvaltning As 0.04% Reduce -0.3% 37,700 $11.3M
Mn Services Vermogensbeheer B.V. 0.07% No change 37,600 $11.3M
North Star Asset Management Inc. 0.44% Reduce -1.4% 36,580 $11.0M
Curi Capital, LLC 0.20% Reduce -0.4% 35,744 $10.7M
National Bank of Canada 0.01% Reduce -80.9% 35,700 $10.7M
State of New Jersey Common Pension Fund D 0.04% Add +8.1% 35,626 $10.7M
Clare Market Investments LLC 2.07% Add +61.6% 34,528 $10.3M
Shikiar Asset Management Inc. 2.83% Add +55.5% 34,156 $10.2M
Adage Capital Partners Gp, L.L.C. 0.02% New 34,000 $10.2M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Add +6.8% 33,793 $10.1M
Arcadia Investment Management Corp. 1.55% Add +8.8% 33,616 $10.1M
Nissay Asset Management Corp. /Japan 0.06% Add +2.1% 33,320 $10.0M
DNB Asset Management AS 0.04% Add +63.8% 33,219 $10.0M
United Capital Management of KS, Inc. 1.35% Add +0.8% 33,024 $9.9M
Baird Financial Group, Inc. 0.02% Reduce -0.3% 33,006 $9.9M
J. Safra Sarasin Holding AG 0.16% Add +29.5% 32,675 $9.8M
CIBC Asset Management Inc 0.03% Add +0.1% 31,893 $9.6M
Corient Private Wealth LP 0.01% Reduce -0.1% 31,682 $9.5M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.3% 31,693 $9.5M
GF Fund Management Co. LTD. 0.17% Reduce -12.8% 31,009 $9.3M
Gotham Asset Management 0.04% Add +98.5% 30,515 $9.1M
Illinois Municipal Retirement Fund 0.12% Reduce -4.5% 30,480 $9.1M
Arizona State Retirement System 0.05% Add +2.0% 29,965 $9.0M
Raiffeisen Bank International AG 0.12% Add +0.0% 30,052 $8.9M
Envestnet Asset Management Inc. 0.00% Add +9.1% 29,418 $8.8M
Cetera Investment Advisers 0.01% Add +10.8% 29,367 $8.8M
Maytus Capital Management, LLC 1.80% Reduce -13.4% 27,976 $8.4M
Oddo BHF Asset Management Sas 0.32% Reduce -20.1% 27,671 $8.3M
Investment Management Corp of Ontario 0.13% Reduce -4.2% 27,601 $8.3M
Marshall Wace, LLP 0.01% Reduce -82.9% 27,222 $8.2M
Nomura Holdings Inc. 0.04% New 27,032 $8.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Add +13.6% 27,077 $8.1M
Bridgewater Associates 0.03% New 26,776 $8.0M
Private Advisor Group, LLC 0.04% Add +21.9% 26,724 $8.0M
Empowered Funds, LLC 0.08% Add +13.8% 26,195 $7.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +12.8% 25,620 $7.7M
Abacus FCF Advisors LLC 1.01% Reduce -58.8% 25,394 $7.6M
Advisory Services Network, LLC 0.11% Add +5.8% 25,220 $7.6M
Harvest Fund Management Co., Ltd 0.31% Add +3.7% 32,273 $7.4M
Banque Cantonale Vaudoise 0.27% Add +31.4% 24,339 $7.3M
Andra AP-fonden 0.09% No change 23,969 $7.2M
Princeton Capital Management LLC 1.90% Add +1.6% 23,690 $7.1M
Howe & Rusling Inc. 0.48% Add +0.1% 23,252 $7.0M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -15.9% 23,026 $6.9M
PDT Partners, LLC 0.43% Reduce -21.3% 22,834 $6.8M
Forsta Ap-Fonden 0.04% Add +7.7% 22,500 $6.7M
Arax Advisory Partners 0.10% Add +5448.9% 22,362 $6.7M
Oak Ridge Investments LLC 0.43% Add +1623.4% 22,353 $6.7M
Daiwa Securities Group Inc. 0.02% Reduce -3.0% 22,348 $6.7M
Navis Wealth Advisors, LLC 5.00% Reduce -0.0% 22,184 $6.6M
Kornitzer Capital Management Inc. 0.13% Add +15.1% 22,100 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +3.3% 22,054 $6.6M
Toronto Dominion Bank 0.01% Reduce -16.1% 21,657 $6.5M
Occudo Quantitative Strategies LP 0.79% Reduce -2.3% 21,623 $6.5M
Prospera Financial Services Inc 0.11% New 21,588 $6.5M
US Bancorp \de 0.01% Add +0.5% 21,574 $6.5M
Los Angeles Capital Management LLC 0.02% Add +889.6% 21,523 $6.4M
IFM Investors Pty Ltd 0.06% Reduce -1.2% 21,794 $6.4M
LMCG Investments, LLC 0.37% Add +5.7% 20,849 $6.2M
Beacon Pointe Advisors, LLC 0.05% Add +10.6% 20,631 $6.2M
Xponance LLC 0.05% Add +4.1% 20,283 $6.1M
Edgestream Partners, L.P. 0.18% New 20,161 $6.0M
Ilmarinen Mutual Pension Insurance Co 0.04% Reduce -2.6% 19,960 $6.0M
Weatherly Asset Management L. P. 0.49% Add +19.0% 19,820 $5.9M
Banco Santander, S.A. 0.05% Reduce -4.2% 18,738 $5.6M
Independent Financial Group, LLC 0.13% Reduce -2.0% 18,732 $5.6M
Azzad Asset Management Inc. 0.55% Add +18.1% 18,485 $5.5M
Mitchell Capital Management Co. 0.94% Add +0.7% 18,388 $5.5M
Oak Associates Ltd. 0.33% Reduce -13.2% 18,288 $5.5M
Mercer Global Advisors Inc. 0.01% Add +171.9% 18,280 $5.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.37% Add +1.9% 18,187 $5.4M
MML Investors Services, LLC 0.01% Add +7.4% 18,164 $5.4M
USS Investment Management Ltd 0.03% No change 18,095 $5.4M
iA Global Asset Management Inc. 0.07% Reduce -5.8% 18,032 $5.4M
Swiss Life Asset Management Ltd 0.03% Add +13.9% 17,812 $5.3M
Jump Financial, LLC 0.07% Add +81.3% 17,753 $5.3M
Sanctuary Advisors, LLC 0.03% Add +32.8% 17,648 $5.3M
Shelton Capital Management 0.11% No change 17,352 $5.2M
Jones Financial Companies LLLP 0.00% Add +13.6% 17,045 $5.0M
Scotia Capital Inc. 0.02% Add +9.0% 16,627 $5.0M
Krilogy Financial LLC 0.19% New 15,287 $5.0M
Utah Retirement Systems 0.05% Add +3.5% 16,113 $4.8M
Rakuten Investment Management, Inc. 0.02% — 41,022 $4.8M
Grandeur Peak Global Advisors, LLC 0.63% Reduce -3.8% 15,741 $4.7M
Police & Firemen's Retirement System of New Jersey 0.04% Add +6.0% 15,739 $4.7M
OP Asset Management Ltd 0.06% Add +5.8% 15,245 $4.6M
Quadrature Capital Ltd 0.05% Reduce -78.9% 15,161 $4.5M
Trexquant Investment LP 0.05% New 14,859 $4.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -8.1% 14,544 $4.4M
Kestra Advisory Services, LLC 0.02% Reduce -17.1% 14,441 $4.3M
Erste Asset Management GmbH 0.04% Add +39.2% 14,545 $4.3M
First Washington CORP 1.14% Reduce -0.2% 14,199 $4.3M
Munro Partners 0.12% Add +37.2% 14,075 $4.2M
Captrust Financial Advisors 0.01% Add +46.5% 14,059 $4.2M
Prevail Innovative Wealth Advisors, LLC 0.82% Add +418.3% 14,046 $4.2M
Y.D. More Investments Ltd 0.24% Reduce -1.3% 14,169 $4.2M
Thoroughbred Financial Services, LLC 0.25% Add +17.7% 13,482 $4.0M
Red Spruce Capital, LLC 1.64% Add +5.3% 13,451 $4.0M
Y-Intercept (Hong Kong) Ltd 0.10% New 13,332 $4.0M
Hennion & Walsh Asset Management, Inc. 0.14% Add +1.6% 13,315 $4.0M
Teacher Retirement System of Texas 0.02% Reduce -13.2% 13,247 $4.0M
MIG Capital, LLC 0.58% Add +32.9% 13,241 $4.0M
Valicenti Advisory Services Inc. 0.85% Add +0.1% 13,201 $4.0M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -3.5% 12,956 $3.9M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -48.7% 12,891 $3.9M
Voleon Capital Management LP 0.09% Add +24.8% 12,641 $3.8M
Rockefeller Capital Management L.P. 0.01% Reduce -12.2% 12,636 $3.8M
Goldstream Capital Management Ltd 1.32% Add +0.3% 12,450 $3.7M
Essex Investment Management Co. LLC 0.57% Reduce -1.6% 12,434 $3.7M
Main Management ETF Advisors, LLC 0.14% Add +111.4% 12,399 $3.7M
Stephens Inc. 0.05% Reduce -75.7% 12,336 $3.7M
Tredje AP-fonden 0.03% Add +56.5% 12,268 $3.7M
Independent Solutions Wealth Management, LLC 0.65% Add +1.0% 12,178 $3.6M
Bank Hapoalim BM 0.47% No change 12,140 $3.6M
Nicholas Investment Partners, LP 0.32% Reduce -5.1% 12,091 $3.6M
Chicago Capital, LLC 0.09% Add +3.8% 12,074 $3.6M
Janney Montgomery Scott LLC 0.01% Add +17.9% 11,974 $3.6M
Alps Advisors Inc. 0.02% Add +19.1% 11,838 $3.5M
EFG Asset Management (North America) Corp. 0.45% Add +7.4% 11,527 $3.5M
Louisiana State Employees Retirement System 0.06% No change 11,400 $3.4M
Profund Advisors LLC 0.11% Reduce -2.8% 11,256 $3.4M
Sterling Investment Advisors, Ltd. 0.66% Add +0.0% 11,245 $3.4M
Schonfeld Strategic Advisors LLC 0.02% Reduce -58.9% 11,181 $3.4M
Focus Partners Advisor Solutions, LLC 0.04% Add +131.6% 10,362 $3.3M
Motley Fool Asset Management LLC 0.14% Add +38.1% 10,920 $3.3M
Simmons Bank 0.22% Add +6.8% 10,888 $3.3M
Swedbank AB 0.00% Add +10.1% 10,740 $3.2M
Diversify Advisory Services, LLC 0.11% Add +1.0% 9,565 $3.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Reduce -0.2% 10,383 $3.1M
BDF-Gestion 0.37% Reduce -17.2% 10,347 $3.1M
OMERS ADMINISTRATION Corp 0.02% No change 10,320 $3.1M
TriaGen Wealth Management LLC 0.79% Reduce -0.7% 10,115 $3.0M
Salem Investment Counselors Inc. 0.09% Add +3.0% 10,087 $3.0M
Tidal Investments LLC 0.01% Reduce -0.1% 10,079 $3.0M
Broderick Brian C 0.57% No change 10,000 $3.0M
Westpac Banking Corp. 0.19% Add +919.0% 9,986 $3.0M
Brevan Howard Capital Management LP 0.04% Add +69.8% 9,789 $2.9M
Quantbot Technologies LP 0.08% New 9,728 $2.9M
Pallas Capital Advisors LLC 0.11% Add +4.1% 9,727 $2.9M
TD Waterhouse Canada Inc. 0.02% Add +105.7% 9,532 $2.9M
Prudential PLC 0.02% Add +52.7% 9,568 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Reduce -10.9% 9,334 $2.8M
CIBC Bancorp USA Inc. 0.02% — 9,330 $2.8M
Public Employees Retirement Association of Colorado 0.01% No change 9,320 $2.8M
Simplex Trading, LLC 0.06% Reduce -6.8% 9,312 $2.8M
Merit Financial Group, LLC 0.03% Add +50.6% 9,298 $2.8M
Leonteq Securities AG 0.15% Add +73.7% 9,237 $2.8M
Edmond DE Rothschild Holding S.A. 0.04% Add +73.7% 9,226 $2.8M
Ethic Inc. 0.05% Add +14.9% 9,188 $2.8M
EFG Asset Management (Americas) Corp. 0.47% Add +4.2% 9,132 $2.7M
Sepio Capital, LP 0.16% Add +8.7% 8,925 $2.7M
Linden Thomas Advisory Services, LLC 0.27% Add +2.3% 8,814 $2.6M
Alaethes Wealth, LLC 0.74% Reduce -9.1% 8,735 $2.6M
Nisa Investment Advisors, LLC 0.01% Add +1526.3% 8,668 $2.6M
Knollwood Investment Advisory, LLC 0.23% No change 8,650 $2.6M
Migdal Insurance & Financial Holdings Ltd. 0.03% New 8,617 $2.6M
Bridgeway Capital Management, LLC 0.06% New 8,600 $2.6M
Summit Trail Advisors, LLC 0.04% Add +363.4% 8,499 $2.5M
Atlantic Union Bankshares Corp 0.05% Add +1638.3% 8,448 $2.5M
Brandywine Managers, LLC 2.40% No change 8,359 $2.5M
Equitable Holdings, Inc. 0.02% Add +1.6% 8,302 $2.5M
Wealthfront Advisers LLC 0.01% Add +22.2% 8,297 $2.5M
Strategic Advisors LLC 0.40% Add +0.1% 8,252 $2.5M
Pathstone Holdings, LLC 0.01% Reduce -2.3% 8,171 $2.4M
Malaga Cove Capital, LLC 0.88% Reduce -0.1% 8,071 $2.4M
O'shaughnessy Asset Management, LLC 0.01% Add +15.6% 7,988 $2.4M
Amalgamated Bank 0.02% Add +8.8% 7,977 $2.4M
Warm Springs Advisors Inc. 1.81% No change 7,936 $2.4M
Compass Capital Corp. /Ma/ 1.03% Reduce -8.2% 7,196 $2.4M
180 Wealth Advisors, LLC 0.29% Add +0.5% 7,897 $2.4M
Foundations Investment Advisors, LLC 0.03% Add +1.4% 7,831 $2.3M
Kestra Private Wealth Services, LLC 0.03% Reduce -3.4% 7,676 $2.3M
Qsemble Capital Management, LP 0.23% Add +70.3% 7,674 $2.3M
Dynamic Advisor Solutions LLC 0.07% Reduce -6.0% 7,672 $2.3M
MAI Capital Management 0.01% Reduce -2.9% 7,629 $2.3M
Truist Financial Corp. 0.00% Add +3.6% 7,522 $2.3M
BNP Paribas 0.07% No change 7,165 $2.3M
Campbell & CO Investment Adviser LLC 0.17% New 7,454 $2.2M
Bouvel Investment Partners, LLC 0.68% Add +2.0% 7,419 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -12.8% 7,322 $2.2M
SLT Holdings LLC 1.47% Reduce -1.3% 7,299 $2.2M
PNC Financial Services Group, Inc. 0.00% Add +5.2% 7,174 $2.1M
SG Americas Securities, LLC 0.01% Add +47.7% 7,169 $2.1M
Cache Advisors, LLC 0.37% Add +168.0% 7,144 $2.1M
Prescott Group Capital Management, L.L.C. 0.22% No change 7,000 $2.1M
Numerai GP LLC 0.29% Add +310.1% 6,980 $2.1M
Global Retirement Partners, LLC 0.05% Add +1.7% 6,975 $2.1M
Evolutionary Tree Capital Management, LLC 2.25% Add +0.1% 6,880 $2.1M
Natixis 0.01% New 6,841 $2.0M
Munich Reinsurance Co Stock Corp in Munich 0.05% — 6,826 $2.0M
China Universal Asset Management Co., Ltd. 0.17% Add +21.2% 6,710 $2.0M
Geneos Wealth Management Inc. 0.05% Add +3.3% 6,633 $2.0M
SBI Securities Co., Ltd. 0.05% Reduce -14.8% 6,614 $2.0M
Norway Savings Bank 0.94% Add +9.1% 6,510 $2.0M
Prosperity Financial Group, Inc. 0.71% No change 6,487 $1.9M
Avanza Fonder AB 0.05% No change 6,481 $1.9M
Brighton Jones LLC 0.05% Add +109.6% 6,385 $1.9M
NewEdge Advisors, LLC 0.01% Add +27.9% 6,379 $1.9M
Leelyn Smith, LLC 0.29% Add +11.8% 6,366 $1.9M
Mission Wealth Management, LP 0.04% Add +1.1% 6,265 $1.9M
MetLife Investment Management, LLC 0.01% Add +3.0% 6,251 $1.9M
ASR Vermogensbeheer N.V. 0.02% Add +12.9% 6,176 $1.9M
Lido Advisors, LLC 0.01% Add +8.7% 6,173 $1.9M
Kentucky Retirement Systems 0.05% Add +2.7% 6,130 $1.8M
Sandler Capital Management 0.67% Reduce -34.0% 6,061 $1.8M
Synergy Financial Group, LTD 1.21% Reduce -6.3% 5,993 $1.8M
Ironwood Investment Management LLC 0.78% Reduce -0.6% 5,973 $1.8M
Bailard, Inc. 0.04% Add +0.1% 5,904 $1.8M
Advisors Asset Management, Inc. 0.03% Reduce -4.7% 5,863 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +2.0% 5,829 $1.7M
Comerica Bank 0.01% Reduce -9.8% 5,798 $1.7M
KG Capital Management 0.48% New 5,793 $1.7M
Bridgefront Capital, LLC 0.51% Add +233.3% 5,766 $1.7M
Quest Investment Management LLC 0.18% Add +18.6% 5,730 $1.7M
Prudential Financial Inc. 0.00% Reduce -20.1% 5,690 $1.7M
Baldwin Investment Management, LLC 0.19% Add +55.1% 5,608 $1.7M
TrueMark Investments, LLC 0.29% Reduce -7.7% 5,585 $1.7M
Cox Capital Mgt LLC 1.09% Add +0.6% 5,576 $1.7M
FNY Investment Advisers, LLC 0.54% Add +65.4% 5,497 $1.6M
Shelton Wealth Management, LLC 0.75% Reduce -6.7% 5,391 $1.6M
Wallace Hart LLC 1.16% Reduce -3.2% 5,262 $1.6M
Ameritas Investment Partners, Inc. 0.05% Add +1.8% 5,193 $1.6M
Inspirion Wealth Advisors, LLC 0.22% Add +5.6% 9,079 $1.6M
Concurrent Investment Advisors, LLC 0.03% New 5,143 $1.5M
Gulf International Bank (UK) Ltd 0.05% Reduce -1.5% 5,131 $1.5M
Wedbush Securities Inc. 0.05% Add +0.7% 5,129 $1.5M
BOCHK Asset Management Ltd 0.40% New 5,065 $1.5M
Baader Bank Aktiengesellschaft 0.13% Reduce -0.1% 5,100 $1.5M
Meiji Yasuda Life Insurance Co 0.04% No change 5,006 $1.5M
Guerra Pan Advisors, LLC 0.91% Reduce -0.7% 5,001 $1.5M
Value Star Asset Management (Hong Kong) Ltd 3.04% Reduce -50.0% 5,000 $1.5M
Firsthand Capital Management, Inc. 2.52% No change 5,000 $1.5M
TLWM 0.27% Add +6.7% 4,959 $1.5M
Brown Advisory Inc. 0.00% Reduce -74.0% 4,944 $1.5M
Cibc World Market Inc. 0.00% Reduce -3.9% 4,788 $1.4M
Ofi Invest Asset Management 0.03% Reduce -1.9% 5,601 $1.4M
Kensington Investment Counsel, LLC 0.58% Reduce -8.4% 4,749 $1.4M
Maryland State Retirement & Pension System 0.03% No change 4,746 $1.4M
Stance Capital LLC 0.52% New 4,745 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% No change 4,700 $1.4M
VestGen Advisors, LLC 0.05% Reduce -10.1% 4,559 $1.4M
AG2R La Mondiale Gestion D'actifs 0.07% No change 4,249 $1.3M
Norinchukin Bank, The 0.02% Reduce -4.4% 4,414 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Add +148.8% 4,475 $1.3M
Delta Global Management LP 0.10% Reduce -55.7% 4,358 $1.3M
Capstone Investment Advisors, LLC 0.01% New 4,358 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +63.1% 4,340 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -1.1% 4,324 $1.3M
Principal Financial Group Inc. 0.00% Reduce -15.0% 4,257 $1.3M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.29% Add +0.2% 4,152 $1.2M
Riverbridge Partners LLC 0.02% No change 4,148 $1.2M
Virtue Capital Management, LLC 0.20% Add +7.3% 4,137 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +7.9% 4,131 $1.2M
Diversified Trust Co. 0.02% Add +24.0% 4,101 $1.2M
Western Financial Corp 0.53% New 4,098 $1.2M
Magnetar Financial LLC 0.01% New 4,089 $1.2M
KRS Capital Management, LLC 0.74% Add +20.4% 4,087 $1.2M
Whalen Wealth Management Inc. 0.71% Add +322.8% 4,067 $1.2M
E. Ohman J:or Asset Management AB 0.03% No change 4,050 $1.2M
J.W. Cole Advisors, Inc. 0.02% Add +6.7% 4,026 $1.2M
Legal Advantage Investments, Inc. 0.54% No change 4,000 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +4.4% 3,996 $1.2M
Shepherd Financial Partners LLC 0.11% Reduce -0.5% 3,944 $1.2M
Wealthcare Advisory Partners LLC 0.02% Add +0.5% 3,932 $1.2M
Bank of Nova Scotia 0.00% Reduce -92.7% 3,916 $1.2M
Ossiam 0.01% Add +62.1% 3,840 $1.2M
Allstate Corp. 0.03% New 3,800 $1.1M
FORA Capital, LLC 0.20% Reduce -92.4% 3,740 $1.1M
Left Brain Wealth Management, LLC 0.35% Add +13.4% 3,730 $1.1M
Intech Investment Management LLC 0.01% Reduce -9.7% 3,720 $1.1M
HB Wealth Management, LLC 0.01% Add +40.4% 3,689 $1.1M
CSM Advisors, LLC 0.03% New 3,644 $1.1M
WINTON GROUP Ltd 0.04% Add +3.1% 3,600 $1.1M
Chicago Partners Investment Group LLC 0.03% Add +102.4% 3,277 $1.1M
Allworth Financial LP 0.00% Reduce -31.3% 3,524 $1.1M
GTS Securities LLC 0.04% Add +348.1% 3,518 $1.1M
Centaurus Financial, Inc. 0.05% Add +2.1% 3,486 $1.0M
StoneX Group Inc. 0.05% Add +0.2% 3,484 $1.0M
Sigma Planning Corp 0.03% Add +83.4% 3,401 $1.0M
DC Investments Management, LLC 0.41% No change 3,338 $1.0M
Noble Wealth Management PBC 0.53% — 3,330 $998K
Flagship Harbor Advisors, LLC 0.04% Reduce -0.2% 3,291 $986K
Caerus Investment Advisors, LLC 0.40% New 3,287 $985K
Ostrum Asset Management 0.04% Reduce -23.9% 3,234 $969K
Vestcor Inc 0.03% Add +58.4% 3,218 $964K
First National Bank of Hutchinson 0.51% Add +6.0% 3,206 $961K
Apollon Wealth Management, LLC 0.02% Add +4.1% 3,206 $961K
Krane Funds Advisors LLC 0.03% Add +172.6% 3,187 $953K
Praxis Investment Management Inc. 0.06% No change 3,130 $938K
Essential Partners LLC 0.31% Add +51.9% 3,106 $931K
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +1350.5% 3,104 $922K
Thrivent Financial for Lutherans 0.00% Add +316.3% 3,064 $919K
Jamison Private Wealth Management, Inc. 0.12% Reduce -1.1% 3,022 $906K
One Wealth Management Investment & Advisory Services, LLC 1.05% Add +0.5% 3,020 $905K
Vise Technologies, Inc. 0.03% Add +10.9% 3,006 $901K
Sig Brokerage, LP 0.23% Add +164.4% 2,988 $895K
Koshinski Asset Management, Inc. 0.06% Add +2.0% 2,884 $864K
Boothbay Fund Management, LLC 0.02% Add +27.1% 2,843 $852K
Marex Group Ltd 0.01% New 2,823 $846K
APG Asset Management US Inc. 0.01% No change 2,721 $829K
Green Alpha Advisors, LLC 0.79% Reduce -5.0% 2,737 $820K
Moody National Bank Trust Division 0.07% Reduce -2.0% 2,730 $818K
Emerald Advisers, LLC 0.03% Reduce -12.7% 2,719 $815K
Kingsview Wealth Management, LLC 0.01% Reduce -27.7% 2,703 $810K
Clearstead Advisors, LLC 0.01% Add +81.1% 2,684 $804K
Parisi Gray Wealth Management 0.21% Add +5.0% 2,679 $803K
Choreo, LLC 0.01% Reduce -26.3% 2,649 $794K
Shell Asset Management Co. 0.08% Reduce -34.9% 2,640 $791K
Metis Global Partners, LLC 0.02% Reduce -3.4% 2,638 $791K
Legacy Advisors, LLC 0.10% — 2,600 $779K
Graham Capital Management, L.P. 0.04% New 2,596 $778K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Add +1.4% 2,569 $770K
MBM Wealth Consultants, LLC 0.19% Reduce -13.0% 2,543 $762K
Coldstream Capital Management Inc. 0.01% Add +0.7% 2,540 $761K
Hollencrest Capital Management 0.03% New 2,499 $749K
Secure Asset Management, LLC 0.12% No change 2,436 $742K
Blair William & Co. 0.00% New 2,465 $739K
Jackson Thornton Wealth Management, LLC 0.07% New 2,340 $735K
Hudson Value Partners, LLC 0.23% Reduce -0.5% 2,412 $723K
Nwam LLC 0.04% Reduce -14.3% 2,358 $721K
ICICI Prudential Asset Management Co Ltd 0.08% Add +22.6% 2,391 $716K
Wolverine Trading, LLC 0.01% Reduce -94.9% 2,368 $703K
STRS Ohio 0.00% Reduce -58.4% 2,335 $700K
Visionary Wealth Advisors 0.03% Add +1.1% 2,324 $696K
Vinva Investment Management Ltd 0.01% Add +136.1% 11,347 $686K
Benjamin Edwards Inc. 0.01% Reduce -4.7% 2,287 $685K
GraniteShares Advisors LLC 0.40% Add +5.2% 2,286 $685K
M&T Bank Corp 0.00% Reduce -28.9% 2,287 $684K
Qtron Investments LLC 0.08% No change 2,259 $677K
Prelude Capital Management, LLC 0.05% Add +222.2% 2,252 $675K
Freestone Capital Holdings, LLC 0.02% Reduce -16.3% 2,223 $666K
Eagle Strategies LLC 0.09% New 2,222 $666K
Great Valley Advisor Group, Inc. 0.01% New 2,206 $661K
EverSource Wealth Advisors, LLC 0.03% Add +57.7% 2,205 $661K
Harmony Asset Management LLC 0.23% No change 2,200 $659K
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 0.05% New 2,200 $659K
STF Management LP 0.24% Reduce -3.3% 2,197 $658K
waypoint wealth counsel 0.26% Add +176.6% 2,174 $651K
Callan Family Office, LLC 0.02% Reduce -17.4% 2,172 $651K
NFSG Corp 0.10% Reduce -3.9% 2,168 $650K
NewEdge Wealth, LLC 0.01% Add +14.7% 1,998 $647K
NorthRock Partners, LLC 0.01% Add +132.8% 2,158 $647K
CreativeOne Wealth, LLC 0.02% Reduce -56.6% 2,153 $645K
Compound Planning, Inc. 0.02% Reduce -0.4% 2,147 $643K
Eventide Asset Management, LLC 0.01% Reduce -53.8% 2,155 $640K
GPS Wealth Strategies Group, LLC 0.07% Reduce -3.9% 2,095 $628K
Ballentine Partners, LLC 0.01% Reduce -2.8% 2,082 $624K
Glenmede Investment Management, LP 0.00% New 2,068 $620K
Wedmont Private Capital 0.02% Add +1.0% 2,112 $618K
Kovack Advisors, Inc. 0.06% Reduce -22.1% 2,060 $617K
Sienna Gestion 0.04% No change 2,250 $615K
Meeder Advisory Services, Inc. 0.03% Reduce -2.2% 2,048 $614K
Larson Financial Group LLC 0.02% Add +2.6% 2,040 $611K
D.A. Davidson & Co. 0.00% Add +5.6% 2,003 $600K
Ausdal Financial Partners, Inc. 0.03% Add +31.4% 1,994 $597K
TRUE Private Wealth Advisors 0.06% Add +0.5% 1,981 $594K
Westerkirk Capital Inc. 0.07% New 1,980 $593K
Truvestments Capital LLC 0.11% Reduce -4.6% 1,961 $588K
Lake Street Private Wealth, LLC 0.08% Reduce -5.1% 1,950 $584K
Sunbelt Securities, Inc. 0.04% Add +678.8% 1,947 $583K
Elevation Point Wealth Partners, LLC 0.04% Add +2615.5% 1,928 $578K
Vestmark Advisory Solutions, Inc. 0.01% Add +110.7% 1,928 $578K
bLong Financial, LLC 0.40% No change 1,915 $574K
Spirit of America Management Corp. 0.11% No change 1,900 $569K
Meiji Yasuda Asset Management Co Ltd. 0.03% No change 1,899 $569K
Tower Research Capital LLC (TRC) 0.02% Add +18.3% 1,891 $567K
DB Fitzpatrick & Co, Inc 0.51% Reduce -1.7% 1,868 $560K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.6% 1,858 $557K
Stratos Wealth Partners, LTD. 0.01% Reduce -26.0% 1,817 $544K
Perigon Wealth Management, LLC 0.01% New 1,801 $540K
Traynor Capital Management, Inc. 0.03% Add +14.4% 1,798 $539K
Full Sail Capital, LLC 0.03% Reduce -0.6% 1,796 $538K
Independent Advisor Alliance 0.01% Reduce -11.2% 1,792 $537K
Requisite Capital Management, LLC 0.09% New 1,751 $525K
Jupiter Wealth Management LLC 0.25% Add +16.7% 1,750 $524K
HUB Investment Partners, LLC 0.02% Add +27.0% 1,749 $524K
Harbour Investments, Inc. 0.01% Add +8.7% 1,741 $522K
Evoke Wealth, LLC 0.01% Reduce -10.9% 1,717 $515K
Alamea Verwaltungs GmbH 0.35% New 1,710 $512K
UniSuper Management Pty Ltd 0.00% No change 1,700 $509K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% No change 1,695 $508K
Banque Pictet & Cie SA 0.01% New 1,693 $507K
Turning Point Benefit Group, Inc. 0.30% Add +10.1% 1,655 $504K
IFP Advisors, Inc 0.01% Add +4.5% 1,670 $500K
Bison Wealth, LLC 0.05% Add +107.9% 1,478 $497K
Dark Forest Capital Management LP 0.02% New 1,658 $497K
Abn Amro Investment Solutions 0.01% Add +8.9% 1,646 $493K
Inspire Investing, LLC 0.05% Add +101.6% 1,631 $489K
Earned Wealth Advisors, LLC 0.08% Add +21.5% 1,623 $486K
Bank of Hawaii 0.02% No change 1,622 $486K
Empower Advisory Group, LLC 0.00% Add +1.5% 1,609 $482K
LGT Fund Management Co Ltd. 0.04% Add +143.1% 1,580 $481K
Venturi Wealth Management, LLC 0.02% Add +2.3% 1,603 $480K
QTR Family Wealth, LLC 0.23% Add +126.5% 1,597 $478K
Kera Capital Partners, Inc. 0.07% Add +65.4% 1,596 $478K
International Assets Investment Management, LLC 0.04% No change 1,552 $477K
Parcion Private Wealth LLC 0.03% Add +32.3% 1,588 $476K
Optas, LLC 0.08% Add +0.2% 1,583 $474K
Rothschild Investment LLC 0.03% Add +31500.0% 1,580 $473K
Westfuller Advisors, LLC 0.21% New 1,564 $469K
Palumbo Wealth Management LLC 0.15% Add +23.4% 1,563 $468K
Accurate Wealth Management, LLC 0.06% Add +16.4% 1,551 $468K
Waddell & Associates, LLC 0.04% New 1,551 $465K
Sonora Investment Management Group, LLC 0.03% Add +34.1% 1,549 $464K
Essex Financial Services, Inc. 0.03% Add +16.2% 1,532 $459K
AE Wealth Management LLC 0.00% Add +15.1% 1,529 $458K
Bearing Point Capital, LLC 0.08% New 1,528 $458K
Commerce Bank 0.00% Add +1.7% 1,521 $456K
Kohmann Bosshard Financial Services, LLC 0.05% New 1,514 $454K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.3% 1,510 $452K
Burney Co./ 0.01% Reduce -36.4% 1,501 $450K
Prime Capital Investment Advisors, LLC 0.01% Add +11.6% 1,500 $449K
Grey Ledge Advisors, LLC 0.10% No change 1,490 $446K
Transcend Capital Advisors, LLC 0.03% Add +112.3% 1,488 $446K
Keystone Investors Pte Ltd. 0.05% Reduce -79.7% 1,486 $445K
QRG Capital Management, Inc. 0.01% Reduce -5.2% 1,464 $439K
Chesapeake Capital Corp. 0.39% — 1,463 $438K
Saturna Capital Corp. 0.01% Add +4.3% 1,458 $437K
Asahi Life Asset Management Co., LTD. 0.24% New 1,451 $435K
Cynosure Group, LLC 0.05% No change 1,450 $435K
Venture Visionary Partners LLC 0.01% New 1,424 $427K
LeConte Wealth Management, LLC 0.28% Add +38.7% 1,420 $426K
Norden Group LLC 0.04% Add +3.8% 1,406 $421K
&partners 0.00% Add +27.2% 1,398 $419K
Allegiance Financial Group Advisory Services LLC 0.10% Add +1.8% 1,378 $413K
SYM FINANCIAL Corp 0.04% Add +7.0% 1,376 $412K
Siemens Fonds Invest GmbH 0.02% No change 1,372 $411K
Farther Finance Advisors, LLC 0.01% Add +30.5% 1,364 $409K
Eastern Bank 0.01% Add +59.2% 1,345 $403K
Waverly Advisors, LLC 0.00% Add +58.0% 1,343 $402K
Snowden Capital Advisors LLC 0.01% Reduce -3.9% 1,315 $394K
World Investment Advisors 0.01% Reduce -0.1% 1,300 $390K
Pier 88 Investment Partners LLC 0.43% Reduce -42.5% 1,300 $390K
Ariadne Wealth Management, LP 0.17% Add +42.1% 1,249 $385K
Prentice Wealth Management LLC 0.09% Reduce -4.0% 1,278 $383K
Optiver Holding B.V. 0.01% Add +321.8% 1,278 $383K
Yousif Capital Management, LLC 0.00% Add +4.2% 1,278 $383K
Capital Advisory Group Advisory Services, LLC 0.12% Add +15.2% 1,261 $378K
Tradewinds, LLC. 0.09% New 1,248 $374K
Teamwork Financial Advisors, LLC 0.04% Reduce -28.1% 1,236 $370K
Blue Trust, Inc. 0.00% Add +4.2% 1,223 $366K
Evergreen Capital Management LLC 0.01% No change 1,219 $365K
Avalon Trust Co 0.02% New 1,200 $360K
McAdam, LLC 0.02% Add +43.8% 1,178 $353K
Alpine Global Management, LLC 0.09% New 1,174 $352K
United Capital Financial Advisors, LLC 0.00% Add +2.8% 1,174 $352K
Poinciana Advisors Group, LLC 0.30% Reduce -7.6% 1,170 $351K
Signaturefd, LLC 0.01% Add +0.5% 1,169 $350K
Forum Financial Management, LP 0.00% No change 1,168 $350K
Wealth Dimensions Group, Ltd. 0.07% Reduce -8.1% 1,162 $348K
Liberty Square Wealth Partners LLC 0.11% No change 1,160 $348K
ING Groep NV 0.00% Reduce -75.1% 1,156 $346K
Archford Capital Strategies, LLC 0.04% Reduce -0.6% 1,154 $346K
Smartleaf Asset Management LLC 0.02% Add +77.3% 1,149 $341K
New York Life Investment Management LLC 0.00% Reduce -22.9% 1,137 $341K
Arete Wealth Advisors, LLC 0.02% Reduce -45.3% 1,132 $340K
Kazazian Asset Management, LLC 0.41% No change 1,132 $339K
SteelPeak Wealth, LLC 0.01% No change 1,122 $336K
Quintet Private Bank (Europe) S.A. 0.02% No change 1,120 $336K
Avestar Capital, LLC 0.02% Reduce -8.0% 1,105 $331K
Aft, Forsyth & Company, Inc. 0.15% New 1,080 $324K
HighPoint Advisor Group LLC 0.02% Reduce -10.4% 1,078 $323K
Plato Investment Management Ltd 0.02% No change 1,080 $321K
Impact Investors, Inc 0.21% Add +14.9% 1,066 $319K
Quadrant Capital Group LLC 0.01% No change 1,058 $317K
GC Wealth Management RIA, LLC 0.01% New 1,057 $317K
Azimuth Capital Investment Management LLC 0.01% No change 1,050 $315K
Northwest Wealth Management, LLC 0.05% Add +63.6% 1,049 $314K
Ellevest, Inc. 0.04% New 1,045 $313K
Fort Point Capital Partners LLC 0.04% Reduce -11.6% 1,040 $312K
Kaufman Rossin Wealth, LLC 0.17% Add +20.4% 1,033 $309K
Moran Wealth Management, LLC 0.01% New 1,027 $308K
Coastal Bridge Advisors, LLC 0.02% Reduce -0.4% 1,026 $307K
Fifth Third Bancorp 0.00% Add +1.8% 1,022 $306K
Bessemer Group Inc. 0.00% Add +3.2% 1,021 $306K
Medallion Wealth Advisors, LLC 0.11% Add +27.7% 1,020 $306K
Net Worth Advisory Group 0.09% New 1,018 $305K
Intellectus Partners, LLC 0.06% No change 1,011 $303K
Prostatis Group LLC 0.08% Add +23.3% 1,000 $300K
Black Swift Group, LLC 0.05% No change 1,000 $300K
McGlone Suttner Wealth Management, Inc. 0.04% Reduce -0.8% 1,000 $300K
Apexium Financial, LP 0.01% No change 1,000 $300K
Logan Capital Management Inc. 0.01% No change 1,000 $300K
Axxcess Wealth Management, LLC 0.01% No change 1,000 $300K
Huntington National Bank 0.00% Reduce -7.9% 999 $299K
Savvy Advisors, Inc. 0.01% New 990 $297K
IHT Wealth Management, LLC 0.01% Add +39.0% 988 $296K
Lazard Asset Management LLC 0.00% No change 986 $295K
Alpha Family Trust 0.14% No change 980 $294K
Crossmark Global Holdings, Inc. 0.00% Add +6.1% 976 $292K
Cigna Investments Inc. 0.04% No change 973 $292K
Park Avenue Securities LLC 0.00% Reduce -21.5% 974 $292K
Tactive Advisors, LLC 0.08% New 965 $289K
CI Investments Inc. 0.00% Add +21.1% 966 $289K
Sivia Capital Partners, LLC 0.08% Add +19.7% 961 $288K
Menard Financial Group LLC 0.19% Reduce -49.2% 954 $286K
NorthCoast Asset Management LLC 0.00% Reduce -12.7% 945 $283K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 947 $283K
Brookstone Capital Management 0.00% Add +3.6% 936 $280K
Investment Research Partners LLC 0.13% — 868 $279K
Enclave Advisors LLC 0.04% New 929 $278K
Fortress Private Ledger, LLC 0.10% New 911 $273K
Signature Wealth Management Partners, LLC 0.14% No change 900 $270K
Redwood Financial Network Corp 0.17% Reduce -1.2% 893 $268K
Advisor OS, LLC 0.02% Add +4.6% 879 $263K
Atria Investments, Inc 0.00% Reduce -24.0% 879 $263K
One Wealth Advisors, LLC 0.03% New 878 $263K
Balboa Wealth Partners 0.05% Reduce -3.6% 870 $261K
Mount Lucas Management LP 0.12% Reduce -7.3% 863 $259K
Awm Capital, LLC 0.02% No change 863 $259K
Groesbeck Investment Management Corp. 0.50% No change 862 $258K
Jackson Square Capital, LLC 0.06% New 854 $256K
Moneta Group Investment Advisors LLC 0.00% Add +3.1% 854 $256K
Johnson & White Wealth Management, LLC 0.12% No change 853 $256K
Assetmark, Inc. 0.00% Add +50.2% 844 $253K
Aptus Capital Advisors, LLC 0.00% New 836 $251K
Seros Financial, LLC 0.15% New 830 $249K
Belpointe Asset Management LLC 0.01% Reduce -10.1% 818 $245K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.10% New 815 $244K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -5.8% 814 $244K
Baker Avenue Asset Management, LP 0.01% New 813 $244K
Investment House LLC 0.01% Reduce -0.6% 810 $243K
Dynasty Wealth Management, LLC 0.00% New 808 $242K
GenTrust, LLC 0.01% New 806 $242K
Savant Capital, LLC 0.00% Add +2.7% 804 $241K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -27.8% 801 $240K
Obsidian Cio, LLC 0.03% Add +2.2% 798 $239K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Add +13.0% 790 $237K
Gries Financial LLC 0.04% Add +5.5% 788 $236K
Checchi Capital Advisers, LLC 0.02% Add +2.5% 782 $234K
Fortis Capital Management LLC 0.03% Reduce -0.9% 779 $233K
Valeo Financial Advisors, LLC 0.01% Add +12.3% 776 $233K
GAMMA Investing LLC 0.01% Add +1.2% 775 $232K
Equity Wealth Partners, LLC 0.19% — 774 $232K
OneDigital Investment Advisors LLC 0.00% Reduce -3.3% 771 $231K
CoreCap Advisors, LLC 0.01% Add +33.0% 770 $231K
Triumph Capital Management 0.06% Reduce -12.2% 766 $230K
Ameliora Wealth Management Ltd. 0.08% Add +22.5% 761 $228K
Riversedge Advisors, LLC 0.04% New 750 $225K
Adams Wealth Management 0.05% No change 753 $222K
CacheTech Inc. 0.04% No change 753 $222K
PharVision Advisers, LLC 0.12% New 740 $222K
Donor Advised Charitable Giving, Inc. 0.00% No change 740 $222K
Moors & Cabot, Inc. 0.01% Reduce -0.3% 734 $220K
Canvas Wealth Advisors, LLC 0.04% Reduce -1.9% 720 $220K
RFG Advisory, LLC 0.00% Add +0.8% 715 $214K
E&G Advisors, LLC 0.05% New 710 $213K
Bridges Investment Management Inc. 0.00% New 707 $212K
Hutchens & Kramer Investment Management Group, LLC 0.08% New 702 $210K
West Tower Group, LLC 0.61% New 700 $210K
Corient IA LP 0.16% No change 700 $210K
Capital Advisors Inc. 0.00% New 699 $209K
Vista Capital Partners, Inc. 0.02% New 693 $208K
Mengis Capital Management, Inc. 0.04% Add +3.0% 691 $207K
V2 Financial group LLC 0.11% Add +3.0% 690 $207K
Northwest Bancshares, Inc. 0.03% No change 690 $207K
Fiduciary Financial Group, LLC 0.03% Reduce -1.3% 685 $205K
Capital Investment Advisors, LLC 0.00% Reduce -4.3% 681 $204K
Jacobi Capital Management LLC 0.01% Add +4.3% 676 $203K
Frank, Rimerman Advisors LLC 0.01% Reduce -0.7% 674 $202K
Sowell Financial Services LLC 0.01% New 673 $202K
Longboard Asset Management, LP 0.33% No change 671 $201K
AlphaCore Capital LLC 0.01% Add +159.1% 671 $201K
FIL Ltd 0.00% No change 663 $199K
Fourth Dimension Wealth, LLC 0.07% Reduce -13.3% 655 $196K
Tripletail Wealth Management, LLC 0.23% New 650 $195K
Cary Street Partners Financial LLC 0.01% Reduce -10.1% 640 $192K
Rakuten Securities, Inc. 0.07% Reduce -23.3% 609 $182K
Ancora Advisors LLC 0.00% No change 600 $180K
Provenance Wealth Advisors, LLC 0.02% No change 580 $174K
Ameriflex Group, Inc. 0.06% New 560 $168K
Manchester Capital Management LLC 0.02% Reduce -34.6% 549 $165K
True Wealth Design, LLC 0.05% Add +25.5% 492 $147K
Principal Securities, Inc. 0.00% Reduce -3.1% 472 $141K
Mather Group, Llc. 0.00% New 457 $137K
State of Wyoming 0.02% Add +10.2% 453 $136K
Covestor Ltd 0.07% Reduce -16.5% 444 $133K
EMC Capital Management 0.06% Add +87.0% 430 $129K
Groupe la Francaise 0.00% New 503 $127K
Quent Capital, LLC 0.01% New 417 $125K
Private Wealth Asset Management, LLC 0.01% Reduce -5.9% 400 $120K
Parallel Advisors, LLC 0.00% Add +10.9% 397 $119K
Front Row Advisors LLC 0.04% Add +141.3% 386 $116K
Fairscale Capital, LLC 0.08% No change 379 $114K
Parkside Financial Bank & Trust 0.01% Add +0.3% 369 $111K
Credit Industriel Et Commercial 0.02% Reduce -23.4% 363 $109K
Sava Infond d.o.o. 0.01% No change 350 $105K
Resources Management Corp. /CT/ 0.01% No change 300 $90K
Abound Wealth Management 0.02% No change 300 $90K
Capital Analysts, LLC 0.00% Add +3.2% 293 $88K
Whittier Trust Co. 0.00% Add +66.9% 277 $85K
Brown Brothers Harriman & Co. 0.00% Add +4.5% 276 $83K
Lanark Financial, Inc. 0.01% Add +160.0% 273 $82K
Cullen/Frost Bankers, Inc. 0.00% Add +65.6% 270 $81K
Private Trust Co. NA 0.01% Reduce -0.4% 269 $81K
Versant Capital Management, Inc 0.01% Reduce -20.9% 253 $76K
Eisler Capital Management Ltd. 0.00% Add +87.8% 246 $73K
American Capital Advisory, LLC 0.03% Add +0.4% 241 $72K
Global Trust Asset Management, LLC 0.03% Reduce -50.5% 235 $70K
Murphy & Mullick Capital Management Corp 0.05% Add +185.9% 223 $69K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.5% 211 $63K
Crews Bank & Trust 0.01% No change 200 $60K
Caldwell Trust Co 0.01% No change 200 $60K
REAP Financial Group, LLC 0.01% Add +16.2% 194 $58K
Barrett & Company, Inc. 0.02% Reduce -30.0% 175 $52K
Missouri Trust & Investment Co 0.01% Add +1460.0% 156 $47K
Montag A & Associates Inc. 0.00% Add +1.3% 155 $46K
Toth Financial Advisory Corp. 0.00% No change 150 $45K
Banque Transatlantique SA 0.00% No change 150 $45K
Sterling Capital Management LLC 0.00% No change 148 $44K
First Horizon Corp. 0.00% — 140 $42K
Raleigh Capital Management Inc. 0.02% Reduce -13.7% 139 $42K
N.E.W. Advisory Services LLC 0.00% Reduce -6.8% 137 $41K
E Fund Management (Hong Kong) Co., Ltd. 0.02% Add +81.9% 131 $39K
Spire Wealth Management 0.00% Add +48.9% 131 $39K
AlphaQuest LLC 0.00% Add +16.8% 125 $37K
Center for Financial Planning, Inc. 0.00% No change 124 $37K
Quarry LP 0.01% Reduce -85.9% 123 $37K
Exane Asset Management 0.01% No change 100 $35K
Holos Integrated Wealth LLC 0.02% No change 110 $34K
POM Investment Strategies, LLC 0.02% No change 113 $34K
CVA Family Office, LLC 0.00% No change 111 $33K
Kozak & Associates, Inc. 0.01% No change 112 $33K
Trifecta Capital Advisors, LLC 0.00% No change 105 $31K
Delta Asset Management LLC 0.00% No change 103 $31K
Prestige Wealth Management Group LLC 0.01% No change 102 $31K
ORG Partners LLC 0.01% Reduce -21.7% 101 $30K
Picton Mahoney Asset Management 0.00% New 100 $30K
Kings Path Partners LLC 0.01% New 100 $30K
Oakworth Capital, Inc. 0.00% No change 100 $30K
Wilmington Savings Fund Society, FSB 0.00% Reduce -92.6% 98 $29K
McIlrath & Eck, LLC 0.00% New 96 $29K
Pittenger & Anderson Inc. 0.00% No change 95 $28K
Root Financial Partners, LLC 0.00% New 88 $26K
Quaker Wealth Management, LLC 0.01% Reduce -11.3% 86 $26K
Tradewinds Capital Management, LLC 0.01% Add +145.7% 86 $26K
Binnacle Investments Inc 0.01% New 85 $25K
Strategic Wealth Partners, Ltd. 0.00% Reduce -37.0% 85 $25K
Aventura Private Wealth, LLC 0.01% No change 80 $24K
Catalyst Capital Advisors LLC 0.00% Reduce -17.9% 78 $23K
Scarborough Advisors, LLC 0.00% Add +79.1% 77 $23K
Chesapeake Asset Management LLC 0.02% No change 70 $21K
New Millennium Group LLC 0.01% New 69 $21K
Salomon & Ludwin, LLC 0.00% Add +250.0% 63 $19K
NBT Bank, N.A. 0.00% New 63 $19K
Cary Street Partners Investment Advisory LLC 0.01% Add +20.4% 59 $18K
Transamerica Financial Advisors, LLC 0.00% New 55 $16K
Key Financial Inc 0.00% No change 54 $16K
Hemington Wealth Management 0.00% Add +22.7% 54 $16K
Wealthspire Advisors, LLC 0.00% New 52 $16K
Islay Capital Management, LLC 0.01% No change 50 $15K
Orion Capital Management LLC 0.01% No change 50 $15K
Cranbrook Wealth Management, LLC 0.00% No change 50 $15K
Hantz Financial Services, Inc. 0.00% No change 48 $14K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -2.1% 46 $14K
High Note Wealth, LLC 0.00% No change 45 $13K
Strategic Advocates LLC 0.00% New 44 $13K
CBIZ Investment Advisory Services, LLC 0.00% No change 43 $13K
Sound Income Strategies, LLC 0.00% No change 40 $13K
Rise Advisors, LLC 0.00% No change 38 $11K
Financial Consulate, Inc. 0.00% New 37 $11K
SRH Advisors, LLC 0.00% No change 37 $11K
Silicon Valley Capital Partners 0.00% No change 36 $11K
Compass Financial Services Inc 0.00% No change 35 $10K
Inlight Wealth Management, LLC 0.00% No change 33 $10K
Walleye Capital LLC 0.00% Reduce -99.8% 31 $9K
Evolution Wealth Management Inc. 0.01% New 30 $9K
First Pacific Financial 0.00% Reduce -12.1% 29 $9K
WealthCollab, LLC 0.00% No change 28 $8K
Activest Wealth Management 0.00% No change 28 $8K
Highline Wealth Partners LLC 0.00% Reduce -72.2% 27 $8K
Pathway Financial Advisers, LLC 0.00% New 26 $8K
Vermillion & White Wealth Management Group, LLC 0.00% New 25 $7K
Asset Dedication, LLC 0.00% No change 25 $7K
Bogart Wealth, LLC 0.00% Add +8.7% 25 $7K
Avion Wealth 0.00% Add +18.2% 26 $7K
LMR Partners LLP 0.00% Reduce -70.1% 23 $7K
Marquette Asset Management, LLC 0.00% New 22 $7K
JFS Wealth Advisors, LLC 0.00% No change 22 $7K
Hopwood Financial Services, Inc. 0.00% New 20 $6K
Bell Investment Advisors, Inc 0.00% Reduce -13.6% 19 $6K
Accent Capital Management, LLC 0.00% New 18 $5K
Hughes Financial Services, LLC 0.00% No change 16 $5K
Dogwood Wealth Management LLC 0.00% Add +21.4% 17 $5K
Tidemark, LLC 0.00% No change 17 $5K
Physician Wealth Advisors, Inc. 0.00% New 16 $5K
MV Capital Management, Inc. 0.00% No change 16 $5K
Strengthening Families & Communities, LLC 0.00% Reduce -23.8% 16 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 15 $4K
Raffa Wealth Management, LLC 0.00% Add +16.7% 14 $4K
Whittier Trust Co. of Nevada Inc. 0.00% No change 12 $4K
Cromwell Holdings LLC 0.00% No change 12 $4K
2UniFi Bank 0.00% No change 12 $4K
Fortitude Family Office, LLC 0.00% Add +50.0% 12 $4K
Glen Eagle Advisors, LLC 0.00% New 12 $4K
Zions Bancorporation, National Association 0.00% No change 11 $3K
Rossby Financial, LCC 0.00% No change 10 $3K
Cloud Capital Management, LLC 0.00% New 13 $3K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
Pension & Wealth Management Advisors, Inc. 0.00% New 10 $3K
Private Wealth Management Group, LLC 0.00% No change 10 $3K
Steigerwald, Gordon & Koch Inc. 0.00% New 10 $3K
HHM Wealth Advisors, LLC 0.00% No change 10 $3K
Guerra Advisors Inc 0.00% New 9 $3K
Crewe Advisors LLC 0.00% New 9 $3K
TD Private Client Wealth LLC 0.00% Add +50.0% 9 $3K
Tortoise Investment Management, LLC 0.00% Add +100.0% 8 $2K
UMB Bank, n.a. 0.00% Add +100.0% 8 $2K
Altshuler Shaham Ltd 0.00% Reduce -99.6% 8 $2K
Kilter Group LLC 0.00% No change 7 $2K
Rialto Wealth Management, LLC 0.00% No change 7 $2K
Cedar Mountain Advisors, LLC 0.00% New 7 $2K
Winthrop Capital Management, LLC 0.00% No change 8 $2K
Principia Wealth Advisory, LLC 0.00% No change 6 $2K
Aspect Partners, LLC 0.00% New 6 $2K
Duncker Streett & Co. Inc. 0.00% No change 6 $2K
AdvisorNet Financial, Inc 0.00% No change 6 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $2K
Winnacle Wealth LLC 0.00% New 5 $2K
JPL Wealth Management, LLC 0.00% New 5 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 5 $1K
GHP Investment Advisors, Inc. 0.00% No change 4 $1K
DecisionPoint Financial, LLC 0.00% No change 3 $914
Anfield Capital Management, LLC 0.00% New 3 $899
Bare Financial Services, Inc 0.00% No change 3 $899
Golden State Wealth Management, LLC 0.00% No change 3 $899
Horizon Investments, LLC 0.00% No change 3 $899
PayPay Securities Corp 0.03% Add +200.0% 3 $801
SJS Investment Consulting Inc. 0.00% No change 2 $600
WPG Advisers, LLC 0.00% No change 2 $599
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $599
North Star Investment Management Corp. 0.00% New 2 $599
Davis Capital Management 0.00% — 1 $300
IMG Wealth Management, Inc. 0.00% New 1 $300
Seneschal Advisors, LLC 0.00% New 1 $300
Painted Porch Advisors LLC 0.00% No change 1 $300
Wealth Watch Advisors, INC 0.00% New 1 $300
CENTRAL TRUST Co 0.00% New 1 $300
Creative Financial Designs Inc. 0.00% No change 1 $300

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