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Servicetitan Inc (TTAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares1,654,600 from 1,582,203
Change+72,397 (+5%)
Value$110.9M (-$1.0M)
Filed 2026-11-06
Wasatch Advisors LP
NEW
Shares841,640
Change+841,640
Value$55.4M
Filed 2026-10-13
TimesSquare Capital Management, LLC
INCREASED
Shares828,003 from 827,286
Change+717 (+0%)
Value$54.5M (-$4.0M)
Filed 2026-11-03
Thoma Bravo, L.P.
DECREASED
Shares700,463 from 1,039,099
Change-338,636 (-33%)
Value$46.1M (-$27.4M)
Filed 2026-10-26
Principal Financial Group Inc
DECREASED
Shares448,226 from 500,078
Change-51,852 (-10%)
Value$29.5M (-$5.9M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares331,625 from 81,937
Change+249,688 (+305%)
Value$21.8M (+$16.0M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares266,434 from 283,678
Change-17,244 (-6%)
Value$17.5M (-$2.5M)
Filed 2026-11-05
Oppenheimer & Co Inc
UNCHANGED
Shares218,518 from 218,518
Change0 (0%)
Value$14.4M (-$1.1M)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares205,484 from 131,957
Change+73,527 (+56%)
Value$13.5M (+$4.2M)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares86,738 from 92,238
Change-5,500 (-6%)
Value$5.7M (-$815.7K)
Filed 2026-10-21
Dimensional Fund Advisors LP
INCREASED
Shares68,629 from 42,786
Change+25,843 (+60%)
Value$4.5M (+$1.5M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares67,688
Change+67,688
Value$4.5M
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED
Shares66,767 from 44,811
Change+21,956 (+49%)
Value$4.5M (+$1.3M)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares66,557 from 71,096
Change-4,539 (-6%)
Value$4.4M (-$648.4K)
Filed 2026-11-06
Taylor Frigon Capital Management LLC
INCREASED
Shares45,433 from 36,927
Change+8,506 (+23%)
Value$3.0M (+$377.9K)
Filed 2026-10-23
Moody Aldrich Partners LLC
NEW
Shares45,335
Change+45,335
Value$3.0M
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares44,954 from 39,457
Change+5,497 (+14%)
Value$3.0M (+$167.5K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares41,646 from 46,371
Change-4,725 (-10%)
Value$2.7M (-$539.0K)
Filed 2026-10-30
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares38,604 from 19,376
Change+19,228 (+99%)
Value$2.5M (+$1.2M)
Filed 2026-10-30
ABN Amro Investment Solutions
UNCHANGED
Shares36,982 from 36,982
Change0 (0%)
Value$2.4M (-$182.0K)
Filed 2026-10-21
Lazari Capital Management, Inc.
INCREASED
Shares35,303 from 22,298
Change+13,005 (+58%)
Value$2.3M (+$745.9K)
Filed 2026-10-20
Kazazian Asset Management, LLC
INCREASED
Shares28,500 from 4,917
Change+23,583 (+480%)
Value$1.9M (+$1.5M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares27,172 from 25,376
Change+1,796 (+7%)
Value$1.8K (-$1.8M)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares24,181 from 100,629
Change-76,448 (-76%)
Value$1.6M (-$5.5M)
Filed 2026-11-06
Renaissance Capital LLC
DECREASED
Shares22,613 from 30,554
Change-7,941 (-26%)
Value$1.5M (-$672.8K)
Filed 2026-10-23
WoodTrust Financial Corp
UNCHANGED
Shares22,300 from 22,300
Change0 (0%)
Value$1.5K (-$1.6M)
Filed 2026-10-09
Oppenheimer Asset Management Inc.
NEW
Shares21,685
Change+21,685
Value$1.4M
Filed 2026-10-27
Simplex Trading, LLC
INCREASED
Shares21,605 from 5,440
Change+16,165 (+297%)
Value$1.4M (+$1.0M)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares20,770 from 16,516
Change+4,254 (+26%)
Value$1.4M (+$198.6K)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares20,217 from 20,538
Change-321 (-2%)
Value$1.3M (-$122.2K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
DECREASED
Shares20,098 from 21,193
Change-1,095 (-5%)
Value$1.3M (-$176.3K)
Filed 2026-11-06
Temasek Holdings (Private) Ltd
NEW
Shares20,067
Change+20,067
Value$1.3M
Filed 2026-10-28
Amundi
DECREASED
Shares19,281 from 21,296
Change-2,015 (-9%)
Value$1.3M (-$237.3K)
Filed 2026-11-06
Vontobel Holding Ltd.
INCREASED
Shares18,829 from 13,108
Change+5,721 (+44%)
Value$1.2M (+$311.9K)
Filed 2026-10-16
State of New Jersey Common Pension Fund D
DECREASED
Shares18,423 from 19,499
Change-1,076 (-6%)
Value$1.2M (-$166.7K)
Filed 2026-11-05
Shah Wealth Advisors, LLC
UNCHANGED
Shares16,776 from 16,776
Change0 (0%)
Value$1.1M (-$82.5K)
Filed 2026-11-06
Anchyra Partners LLC
INCREASED
Shares16,506 from 15,942
Change+564 (+4%)
Value$1.1M (-$41.3K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED
Shares15,907 from 20,093
Change-4,186 (-21%)
Value$1.0M (-$374.3K)
Filed 2026-11-05
Inspire Investing, LLC
INCREASED
Shares15,864 from 10,557
Change+5,307 (+50%)
Value$1.0M (+$297.2K)
Filed 2026-10-22
Leibman Financial Services, Inc.
NEW
Shares15,248
Change+15,248
Value$1.0M
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares15,169 from 14,816
Change+353 (+2%)
Value$998.0K (-$49.7K)
Filed 2026-11-03
TD Private Client Wealth LLC
DECREASED
Shares13,605 from 15,852
Change-2,247 (-14%)
Value$895.1K (-$225.8K)
Filed 2026-10-28
AMI Asset Management Corp
DECREASED
Shares12,702 from 12,983
Change-281 (-2%)
Value$835.7K (-$82.4K)
Filed 2026-10-20
Perigon Wealth Management, LLC
DECREASED
Shares11,324 from 11,758
Change-434 (-4%)
Value$745.0K (-$86.4K)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares10,492 from 10,822
Change-330 (-3%)
Value$884.0K (+$118.8K)
Filed 2026-11-04
Kestra Advisory Services, LLC
NEW
Shares10,098
Change+10,098
Value$664.3K
Filed 2026-11-02
Keybank National Association
INCREASED
Shares9,897 from 7,050
Change+2,847 (+40%)
Value$651.1K (+$152.6K)
Filed 2026-11-04
CenterBook Partners LP
INCREASED
Shares9,588 from 4,902
Change+4,686 (+96%)
Value$630.8K (+$284.2K)
Filed 2026-11-02
Great Lakes Advisors, LLC
NEW
Shares9,435
Change+9,435
Value$620.7K
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares9,371 from 26,041
Change-16,670 (-64%)
Value$616.5K (-$1.2M)
Filed 2026-11-05
Fulcrum Asset Management LLP
NEW
Shares9,343
Change+9,343
Value$593.5K
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares9,323 from 9,333
Change-10 (0%)
Value$613.4K (-$46.6K)
Filed 2026-10-29
Northside Capital Management, LLC
INCREASED
Shares8,718 from 6,293
Change+2,425 (+39%)
Value$573.6K (+$128.6K)
Filed 2026-10-13
Imc-Chicago, LLC
DECREASED
Shares8,713 from 40,137
Change-31,424 (-78%)
Value$573.2K (-$2.3M)
Filed 2026-11-05
Pictet Asset Management Holding SA
UNCHANGED
Shares8,608 from 8,608
Change0 (0%)
Value$566.3K (-$42.4K)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares8,518 from 8,828
Change-310 (-4%)
Value$560.4K (-$63.8K)
Filed 2026-10-29
Catalyst Capital Advisors LLC
NEW
Shares8,307
Change+8,307
Value$546.5K
Filed 2026-11-02
Napean Trading & Investment Co (Singapore) PTE Ltd
NEW
Shares8,026
Change+8,026
Value$528.0K
Filed 2026-11-06
FNY Investment Advisers, LLC
INCREASED
Shares7,500 from 3,500
Change+4,000 (+114%)
Value$493 (+$246)
Filed 2026-10-16
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares6,970 from 6,970
Change0 (0%)
Value$458.6K (-$34.3K)
Filed 2026-10-29
Xcel Wealth Management, LLC
DECREASED
Shares6,588 from 10,270
Change-3,682 (-36%)
Value$433.4K (-$292.8K)
Filed 2026-10-26
Russell Investments Group, Ltd.
INCREASED
Shares6,370 from 5,157
Change+1,213 (+24%)
Value$419.1K (+$54.4K)
Filed 2026-11-06
KRS Capital Management, LLC
INCREASED
Shares6,022 from 4,632
Change+1,390 (+30%)
Value$396.2K (+$68.7K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares5,970 from 5,970
Change0 (0%)
Value$422.1K ($0)
Filed 2026-11-06
Xponance LLC
DECREASED
Shares5,864 from 6,053
Change-189 (-3%)
Value$385.8K (-$42.2K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares5,753 from 6,429
Change-676 (-11%)
Value$378.5K (-$76.1K)
Filed 2026-10-14
Highline Wealth Partners LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$355.3K (-$26.6K)
Filed 2026-10-19
Ascent Group, LLC
INCREASED
Shares5,029 from 4,661
Change+368 (+8%)
Value$330.9K (+$1.3K)
Filed 2026-10-30
Strs Ohio
DECREASED
Shares5,000 from 82,500
Change-77,500 (-94%)
Value$329.0K (-$5.5M)
Filed 2026-10-30
First Bank & Trust
INCREASED
Shares4,895 from 4,426
Change+469 (+11%)
Value$322.0K (+$9.1K)
Filed 2026-10-19
TFB Advisors LLC
INCREASED
Shares4,799 from 4,785
Change+14 (+0%)
Value$315.7K (-$22.6K)
Filed 2026-11-02
Values First Advisors, Inc.
NEW
Shares4,575
Change+4,575
Value$301.0K
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares4,548 from 10,304
Change-5,756 (-56%)
Value$331.7K (-$468.8K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares4,363 from 4,056
Change+307 (+8%)
Value$287.1K (+$254)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares4,164 from 3,843
Change+321 (+8%)
Value$317.0K (+$29.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares4,164 from 3,843
Change+321 (+8%)
Value$317.0K (+$29.0K)
Filed 2026-10-20
State of Alaska, Department of Revenue
NEW
Shares4,155
Change+4,155
Value$273
Filed 2026-10-15
Marest Capital, LLC
NEW
Shares3,860
Change+3,860
Value$254.0K
Filed 2026-10-23
Virginia Retirement Systems ET Al
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$236.8K (-$17.7K)
Filed 2026-10-28
Avestar Capital, LLC
NEW
Shares3,350
Change+3,350
Value$220.4K
Filed 2026-10-28
Swiss Life Asset Management Ltd
UNCHANGED
Shares3,346 from 3,346
Change0 (0%)
Value$220.1K (-$16.5K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares3,319 from 3,999
Change-680 (-17%)
Value$218.4K (-$64.4K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
NEW
Shares3,267
Change+3,267
Value$214.9K
Filed 2026-11-02
Argos Wealth Advisors, LLC
NEW
Shares3,264
Change+3,264
Value$214.7K
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,481 from 2,169
Change+312 (+14%)
Value$163.2K (+$9.9K)
Filed 2026-10-16
DekaBank Deutsche Girozentrale
NEW
Shares2,198
Change+2,198
Value$143
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares2,149 from 1,601
Change+548 (+34%)
Value$141.4K (+$28.2K)
Filed 2026-11-05
Nykredit A/S
UNCHANGED
Shares2,118 from 2,118
Change0 (0%)
Value$139.3K (-$10.4K)
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares2,026 from 216
Change+1,810 (+838%)
Value$133.3K (+$118.0K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares1,882 from 1,743
Change+139 (+8%)
Value$123.8K (+$569)
Filed 2026-11-03
KBC Group NV
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$114 (-$121.9K)
Filed 2026-10-22
Elevation Wealth Partners, LLC
INCREASED
Shares1,422 from 863
Change+559 (+65%)
Value$93.6K (+$32.6K)
Filed 2026-10-07
Nisa Investment Advisors, LLC
INCREASED
Shares1,139 from 620
Change+519 (+84%)
Value$74.9K (+$31.1K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
NEW
Shares1,071
Change+1,071
Value$70.5K
Filed 2026-10-27
Daiwa Securities Group Inc.
DECREASED
Shares1,043 from 1,173
Change-130 (-11%)
Value$68.6K (-$14.3K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares834
Change+834
Value$54.9K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares687 from 1,758
Change-1,071 (-61%)
Value$45.2K (-$79.1K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
NEW
Shares623
Change+623
Value$41.0K
Filed 2026-10-13
Covestor Ltd
NEW
Shares561
Change+561
Value$37
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares526 from 265
Change+261 (+98%)
Value$34.6K (+$15.9K)
Filed 2026-10-08
Heritage Family Offices, LLP
NEW
Shares501
Change+501
Value$33.0K
Filed 2026-11-02
Canton Hathaway, LLC
NEW
Shares387
Change+387
Value$25.4K
Filed 2026-10-23
First Horizon Corp
DECREASED
Shares354 from 375
Change-21 (-6%)
Value$23.3K (-$3.2K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares319 from 206
Change+113 (+55%)
Value$21.0K (+$6.4K)
Filed 2026-10-08
Toth Financial Advisory Corp
INCREASED
Shares300 from 210
Change+90 (+43%)
Value$19.7K (+$4.9K)
Filed 2026-10-08
Byrne Asset Management LLC
NEW
Shares290
Change+290
Value$19.5K
Filed 2026-10-06
PNC Financial Services Group, Inc.
DECREASED
Shares283 from 418
Change-135 (-32%)
Value$18.6K (-$10.9K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$16.4K (-$1.2K)
Filed 2026-11-02
Entrust Financial LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$15.3K (-$1.1K)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$11.8K (-$885)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares156 from 82
Change+74 (+90%)
Value$10.3K (+$4.5K)
Filed 2026-10-27
Trellis Wealth Advisors LLC
NEW
Shares150
Change+150
Value$9.9K
Filed 2026-10-19
Blue Trust, Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$8.6K (-$639)
Filed 2026-10-15
Aspect Partners, LLC
DECREASED
Shares118 from 122
Change-4 (-3%)
Value$7.8K (-$864)
Filed 2026-10-20
Bare Financial Services, Inc
INCREASED
Shares118 from 114
Change+4 (+4%)
Value$7.8K (-$298)
Filed 2026-11-04
Cape Investment Advisory, Inc.
NEW
Shares102
Change+102
Value$6.7K
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares100
Change+100
Value$6.6K
Filed 2026-10-27
Versant Capital Management, Inc
DECREASED
Shares91 from 124
Change-33 (-27%)
Value$6.0K (-$2.8K)
Filed 2026-10-02
Investment Research & Advisory Group, Inc.
NEW
Shares72
Change+72
Value$4.7K
Filed 2026-10-19
Provenance Wealth Advisors, LLC
NEW
Shares72
Change+72
Value$4.7K
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares71 from 93
Change-22 (-24%)
Value$4.7K (-$1.9K)
Filed 2026-10-22
Jacobi Capital Management LLC
NEW
Shares70
Change+70
Value$4.6K
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares65
Change+65
Value$4.3K
Filed 2026-10-09
Wolff Wiese Magana LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$4.1K (-$306)
Filed 2026-10-15
Rakuten Securities, Inc.
NEW
Shares60
Change+60
Value$3.9K
Filed 2026-11-02
Acumen Wealth Advisors, LLC
NEW
Shares59
Change+59
Value$3.9K
Filed 2026-11-05
High Note Wealth, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$3.6K (-$271)
Filed 2026-10-27
IFS Advisors, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$3.1K (-$231)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.6K (-$196)
Filed 2026-11-05
TD Waterhouse Canada Inc.
NEW
Shares32
Change+32
Value$2.2K
Filed 2026-10-16
Armstrong Advisory Group, Inc
NEW
Shares30
Change+30
Value$2.0K
Filed 2026-10-09
Private Wealth Management Group, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.0K (-$148)
Filed 2026-10-19
Owl Creek Wealth Partners LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.0K (-$148)
Filed 2026-10-20
Rossby Financial, LCC
NEW
Shares29
Change+29
Value$1.9K
Filed 2026-11-05
Physician Wealth Advisors, Inc.
DECREASED
Shares28 from 45
Change-17 (-38%)
Value$1.8K (-$1.3K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
NEW
Shares25
Change+25
Value$1.6K
Filed 2026-10-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.6K (-$119)
Filed 2026-10-23
Hughes Financial Services, LLC
NEW
Shares20
Change+20
Value$1.6K
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares19 from 94
Change-75 (-80%)
Value$1.3K (-$5.4K)
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares15 from 698
Change-683 (-98%)
Value$987 (-$48.4K)
Filed 2026-10-14
Nvwm, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$987 (-$74)
Filed 2026-10-14
Burk Holdings LLC
NEW
Shares14
Change+14
Value$921
Filed 2026-11-05
Planning Strategies Inc.
DECREASED
Shares12 from 21
Change-9 (-43%)
Value$789 (-$696)
Filed 2026-10-02
WPG Advisers, LLC
NEW
Shares11
Change+11
Value$724
Filed 2026-10-27
Manchester Capital Management LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$724 (-$54)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares10 from 8
Change+2 (+25%)
Value$659 (+$92)
Filed 2026-10-26
Bell Investment Advisors, Inc
DECREASED
Shares9 from 58
Change-49 (-84%)
Value$593 (-$3.5K)
Filed 2026-10-29
James T. Borello RIA
DECREASED
Shares7 from 84
Change-77 (-92%)
Value$461 (-$5.5K)
Filed 2026-10-16
Valley National Advisers Inc
NEW
Shares6
Change+6
Value$395
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares5 from 198
Change-193 (-97%)
Value$329 (-$13.7K)
Filed 2026-10-08
Private Trust Co NA
DECREASED
Shares5 from 100
Change-95 (-95%)
Value$329 (-$6.7K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$329 (-$25)
Filed 2026-10-20
Littlejohn & Co LLC
CLOSED
Shares0 from 142,198
Change-142,198 (-100%)
Value$0 (-$10.1M)
Filed 2026-11-06
Zevenbergen Capital Investments LLC
CLOSED
Shares0 from 121,875
Change-121,875 (-100%)
Value$0 (-$8.6M)
Filed 2026-10-08
Lisanti Capital Growth, LLC
CLOSED
Shares0 from 54,575
Change-54,575 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-05
Pathway Capital Management, LP
CLOSED
Shares0 from 38,094
Change-38,094 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-29
Creative Planning
CLOSED
Shares0 from 5,890
Change-5,890 (-100%)
Value$0 (-$416.5K)
Filed 2026-11-02
LVW Advisors, LLC
CLOSED
Shares0 from 3,166
Change-3,166 (-100%)
Value$0 (-$223.9K)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,121
Change-3,121 (-100%)
Value$0 (-$231.1K)
Filed 2026-11-02
State of Wyoming
CLOSED
Shares0 from 3,016
Change-3,016 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-28
Simplicity Wealth,LLC
CLOSED
Shares0 from 2,895
Change-2,895 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-23
Penn Mutual Asset Management
CLOSED
Shares0 from 1,187
Change-1,187 (-100%)
Value$0 (-$83.9K)
Filed 2026-10-19
MCF Advisors LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-15
True Wealth Design, LLC
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-13
First Command Advisory Services, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.8K)
Filed 2026-11-05
Marquette Asset Management, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-09
North Star Investment Management Corp.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-27
Nfsg Corp
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-07
Avion Wealth
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1)
Filed 2026-11-04
Fortitude Family Office, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$919)
Filed 2026-10-14
West Financial Advisors, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$778)
Filed 2026-10-22
Signature Equity Partners, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$283)
Filed 2026-10-29
American Capital Advisory, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$283)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$141)
Filed 2026-11-04
3 Factor Indexing, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$71)
Filed 2026-10-15
Iconiq Capital, LLC
N/A
Shares— from 11,433,363
Change-11,433,363 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,196,349
Change-5,196,349 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,082,314
Change-5,082,314 (-100%)
Value—
Deer Management Co. LLC
N/A
Shares— from 4,568,064
Change-4,568,064 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,751,462
Change-3,751,462 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,143,620
Change-3,143,620 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,762,030
Change-2,762,030 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,689,848
Change-2,689,848 (-100%)
Value—
Battery Management Corp.
N/A
Shares— from 2,587,094
Change-2,587,094 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,962,797
Change-1,962,797 (-100%)
Value—
Jericho Capital Asset Management L.P.
N/A
Shares— from 1,940,000
Change-1,940,000 (-100%)
Value—
Index Venture Growth Associates IV Ltd
N/A
Shares— from 1,711,862
Change-1,711,862 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,612,516
Change-1,612,516 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,321,707
Change-1,321,707 (-100%)
Value—
Greenoaks LLC
N/A
Shares— from 1,300,000
Change-1,300,000 (-100%)
Value—
Scge Management, L.P.
N/A
Shares— from 1,229,285
Change-1,229,285 (-100%)
Value—
Generation Investment Management LLP
N/A
Shares— from 1,180,780
Change-1,180,780 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,128,804
Change-1,128,804 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,102,212
Change-1,102,212 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,082,694
Change-1,082,694 (-100%)
Value—
Dragoneer Investment Group, LLC
N/A
Shares— from 1,000,885
Change-1,000,885 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 918,051
Change-918,051 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 899,655
Change-899,655 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 883,958
Change-883,958 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 835,906
Change-835,906 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 793,636
Change-793,636 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 784,421
Change-784,421 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 767,599
Change-767,599 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 767,488
Change-767,488 (-100%)
Value—
UBS Group AG
N/A
Shares— from 738,195
Change-738,195 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 706,515
Change-706,515 (-100%)
Value—
Bamco Inc
N/A
Shares— from 705,163
Change-705,163 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 702,716
Change-702,716 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 646,863
Change-646,863 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 646,804
Change-646,804 (-100%)
Value—
Capital International Investors
N/A
Shares— from 642,216
Change-642,216 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 590,598
Change-590,598 (-100%)
Value—
FIL Ltd
N/A
Shares— from 564,860
Change-564,860 (-100%)
Value—
Atreides Management, LP
N/A
Shares— from 542,092
Change-542,092 (-100%)
Value—
Norges Bank
N/A
Shares— from 504,523
Change-504,523 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 493,434
Change-493,434 (-100%)
Value—
No Street GP LP
N/A
Shares— from 467,352
Change-467,352 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 426,083
Change-426,083 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 377,904
Change-377,904 (-100%)
Value—
Blair William & Co
N/A
Shares— from 363,384
Change-363,384 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 343,654
Change-343,654 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 316,695
Change-316,695 (-100%)
Value—
Cypress Point Investment Management LP
N/A
Shares— from 300,394
Change-300,394 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 299,722
Change-299,722 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 286,413
Change-286,413 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 257,881
Change-257,881 (-100%)
Value—
Index Venture Growth Associates V Ltd
N/A
Shares— from 256,110
Change-256,110 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 229,900
Change-229,900 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 224,246
Change-224,246 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 213,385
Change-213,385 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 196,073
Change-196,073 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 195,756
Change-195,756 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 195,131
Change-195,131 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 194,073
Change-194,073 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 193,815
Change-193,815 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 190,270
Change-190,270 (-100%)
Value—
Stockbridge Partners LLC
N/A
Shares— from 188,565
Change-188,565 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 174,691
Change-174,691 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 170,484
Change-170,484 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 166,818
Change-166,818 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 162,882
Change-162,882 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 161,092
Change-161,092 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 155,450
Change-155,450 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 146,495
Change-146,495 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 135,580
Change-135,580 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 132,436
Change-132,436 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 124,227
Change-124,227 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 117,664
Change-117,664 (-100%)
Value—
Emergence GP Partners, LLC
N/A
Shares— from 116,500
Change-116,500 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 111,503
Change-111,503 (-100%)
Value—
Sands Capital Alternatives, LLC
N/A
Shares— from 108,545
Change-108,545 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 108,036
Change-108,036 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 107,800
Change-107,800 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 106,808
Change-106,808 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 100,208
Change-100,208 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Monimus Capital Management, LP
N/A
Shares— from 93,408
Change-93,408 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 91,445
Change-91,445 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 88,328
Change-88,328 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 84,725
Change-84,725 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 81,102
Change-81,102 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 80,128
Change-80,128 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 76,426
Change-76,426 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 74,943
Change-74,943 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 73,800
Change-73,800 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 64,170
Change-64,170 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 61,133
Change-61,133 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 60,592
Change-60,592 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 57,883
Change-57,883 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 55,890
Change-55,890 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 54,791
Change-54,791 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 54,358
Change-54,358 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 53,935
Change-53,935 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 53,148
Change-53,148 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 51,266
Change-51,266 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 46,323
Change-46,323 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 44,359
Change-44,359 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 43,586
Change-43,586 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 40,266
Change-40,266 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 39,944
Change-39,944 (-100%)
Value—
Mirova
N/A
Shares— from 39,649
Change-39,649 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 38,836
Change-38,836 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 38,788
Change-38,788 (-100%)
Value—
Bullseye Asset Management LLC
N/A
Shares— from 36,978
Change-36,978 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 35,114
Change-35,114 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 33,709
Change-33,709 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 32,910
Change-32,910 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 30,752
Change-30,752 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 30,557
Change-30,557 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 28,160
Change-28,160 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 27,963
Change-27,963 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 27,870
Change-27,870 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 27,707
Change-27,707 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 24,680
Change-24,680 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 23,365
Change-23,365 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 23,013
Change-23,013 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 20,927
Change-20,927 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 20,728
Change-20,728 (-100%)
Value—
Greycroft LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 19,545
Change-19,545 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,385
Change-19,385 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 19,013
Change-19,013 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 18,839
Change-18,839 (-100%)
Value—
&partners
N/A
Shares— from 18,480
Change-18,480 (-100%)
Value—
MSD Partners, L.P.
N/A
Shares— from 18,388
Change-18,388 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 18,220
Change-18,220 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 18,114
Change-18,114 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 17,895
Change-17,895 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 17,742
Change-17,742 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 16,308
Change-16,308 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 15,986
Change-15,986 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 15,692
Change-15,692 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 15,236
Change-15,236 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 14,715
Change-14,715 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 14,308
Change-14,308 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 13,567
Change-13,567 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,735
Change-12,735 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,541
Change-12,541 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,758
Change-11,758 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,308
Change-11,308 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,755
Change-10,755 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 10,380
Change-10,380 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 10,375
Change-10,375 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 9,718
Change-9,718 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 9,371
Change-9,371 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 8,349
Change-8,349 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 7,856
Change-7,856 (-100%)
Value—
Allstate Corp
N/A
Shares— from 7,616
Change-7,616 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 7,211
Change-7,211 (-100%)
Value—
Diker Management LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
Varcov Co.
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,734
Change-5,734 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,574
Change-5,574 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
Luxor Capital Group, LP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Symmetry Peak Management LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 822
Change-822 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 645
Change-645 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 590
Change-590 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 418
Change-418 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 226
Change-226 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 96
Change-96 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 32
Change-32 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Fortress Investment Group LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 23
Change-23 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 21
Change-21 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3
Change-3 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3
Change-3 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED1,654,6001,582,203+72,397+5%$111.9M$110.9M-$1.0M2026-11-06
Wasatch Advisors LP
NEW841,640—+841,640——$55.4M—2026-10-13
TimesSquare Capital Management, LLC
INCREASED828,003827,286+717+0%$58.5M$54.5M-$4.0M2026-11-03
Thoma Bravo, L.P.
DECREASED700,4631,039,099-338,636-33%$73.5M$46.1M-$27.4M2026-10-26
Principal Financial Group Inc
DECREASED448,226500,078-51,852-10%$35.4M$29.5M-$5.9M2026-11-02
Citigroup Inc
INCREASED331,62581,937+249,688+305%$5.8M$21.8M+$16.0M2026-11-04
Bank of New York Mellon Corp
DECREASED266,434283,678-17,244-6%$20.1M$17.5M-$2.5M2026-11-05
Oppenheimer & Co Inc
UNCHANGED218,518218,51800%$15.5M$14.4M-$1.1M2026-10-26
D.A. Davidson & Co.
INCREASED205,484131,957+73,527+56%$9.3M$13.5M+$4.2M2026-10-28
Assetmark, Inc
DECREASED86,73892,238-5,500-6%$6.5M$5.7M-$815.7K2026-10-21
Dimensional Fund Advisors LP
INCREASED68,62942,786+25,843+60%$3.0M$4.5M+$1.5M2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW67,688—+67,688——$4.5M—2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED66,76744,811+21,956+49%$3.2M$4.5M+$1.3M2026-11-04
Deutsche Bank Ag\
DECREASED66,55771,096-4,539-6%$5.0M$4.4M-$648.4K2026-11-06
Taylor Frigon Capital Management LLC
INCREASED45,43336,927+8,506+23%$2.6M$3.0M+$377.9K2026-10-23
Moody Aldrich Partners LLC
NEW45,335—+45,335——$3.0M—2026-10-27
LPL Financial LLC
INCREASED44,95439,457+5,497+14%$2.8M$3.0M+$167.5K2026-11-06
Truist Financial Corp
DECREASED41,64646,371-4,725-10%$3.3M$2.7M-$539.0K2026-10-30
B. Metzler seel. Sohn & Co. AG
INCREASED38,60419,376+19,228+99%$1.4M$2.5M+$1.2M2026-10-30
ABN Amro Investment Solutions
UNCHANGED36,98236,98200%$2.6M$2.4M-$182.0K2026-10-21
Lazari Capital Management, Inc.
INCREASED35,30322,298+13,005+58%$1.6M$2.3M+$745.9K2026-10-20
Kazazian Asset Management, LLC
INCREASED28,5004,917+23,583+480%$347.7K$1.9M+$1.5M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED27,17225,376+1,796+7%$1.8M$1.8K-$1.8M2026-11-02
Barclays PLC
DECREASED24,181100,629-76,448-76%$7.1M$1.6M-$5.5M2026-11-06
Renaissance Capital LLC
DECREASED22,61330,554-7,941-26%$2.2M$1.5M-$672.8K2026-10-23
WoodTrust Financial Corp
UNCHANGED22,30022,30000%$1.6M$1.5K-$1.6M2026-10-09
Oppenheimer Asset Management Inc.
NEW21,685—+21,685——$1.4M—2026-10-27
Simplex Trading, LLC
INCREASED21,6055,440+16,165+297%$384.7K$1.4M+$1.0M2026-11-04
Atria Investments, Inc
INCREASED20,77016,516+4,254+26%$1.2M$1.4M+$198.6K2026-10-15
US Bancorp \de\
DECREASED20,21720,538-321-2%$1.5M$1.3M-$122.2K2026-11-05
Baker Avenue Asset Management, LP
DECREASED20,09821,193-1,095-5%$1.5M$1.3M-$176.3K2026-11-06
Temasek Holdings (Private) Ltd
NEW20,067—+20,067——$1.3M—2026-10-28
Amundi
DECREASED19,28121,296-2,015-9%$1.5M$1.3M-$237.3K2026-11-06
Vontobel Holding Ltd.
INCREASED18,82913,108+5,721+44%$926.9K$1.2M+$311.9K2026-10-16
State of New Jersey Common Pension Fund D
DECREASED18,42319,499-1,076-6%$1.4M$1.2M-$166.7K2026-11-05
Shah Wealth Advisors, LLC
UNCHANGED16,77616,77600%$1.2M$1.1M-$82.5K2026-11-06
Anchyra Partners LLC
INCREASED16,50615,942+564+4%$1.1M$1.1M-$41.3K2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED15,90720,093-4,186-21%$1.4M$1.0M-$374.3K2026-11-05
Inspire Investing, LLC
INCREASED15,86410,557+5,307+50%$746.5K$1.0M+$297.2K2026-10-22
Leibman Financial Services, Inc.
NEW15,248—+15,248——$1.0M—2026-10-13
Arizona State Retirement System
INCREASED15,16914,816+353+2%$1.0M$998.0K-$49.7K2026-11-03
TD Private Client Wealth LLC
DECREASED13,60515,852-2,247-14%$1.1M$895.1K-$225.8K2026-10-28
AMI Asset Management Corp
DECREASED12,70212,983-281-2%$918.0K$835.7K-$82.4K2026-10-20
Perigon Wealth Management, LLC
DECREASED11,32411,758-434-4%$831.4K$745.0K-$86.4K2026-10-22
Prospera Financial Services Inc
DECREASED10,49210,822-330-3%$765.1K$884.0K+$118.8K2026-11-04
Kestra Advisory Services, LLC
NEW10,098—+10,098——$664.3K—2026-11-02
Keybank National Association
INCREASED9,8977,050+2,847+40%$498.5K$651.1K+$152.6K2026-11-04
CenterBook Partners LP
INCREASED9,5884,902+4,686+96%$346.6K$630.8K+$284.2K2026-11-02
Great Lakes Advisors, LLC
NEW9,435—+9,435——$620.7K—2026-11-06
Fifth Third Bancorp
DECREASED9,37126,041-16,670-64%$1.8M$616.5K-$1.2M2026-11-05
Fulcrum Asset Management LLP
NEW9,343—+9,343——$593.5K—2026-11-04
Gerber Kawasaki Wealth & Investment Management
DECREASED9,3239,333-100%$659.9K$613.4K-$46.6K2026-10-29
Northside Capital Management, LLC
INCREASED8,7186,293+2,425+39%$445.0K$573.6K+$128.6K2026-10-13
Imc-Chicago, LLC
DECREASED8,71340,137-31,424-78%$2.8M$573.2K-$2.3M2026-11-05
Pictet Asset Management Holding SA
UNCHANGED8,6088,60800%$608.7K$566.3K-$42.4K2026-11-03
ProShare Advisors LLC
DECREASED8,5188,828-310-4%$624.2K$560.4K-$63.8K2026-10-29
Catalyst Capital Advisors LLC
NEW8,307—+8,307——$546.5K—2026-11-02
Napean Trading & Investment Co (Singapore) PTE Ltd
NEW8,026—+8,026——$528.0K—2026-11-06
FNY Investment Advisers, LLC
INCREASED7,5003,500+4,000+114%$247$493+$2462026-10-16
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED6,9706,97000%$492.8K$458.6K-$34.3K2026-10-29
Xcel Wealth Management, LLC
DECREASED6,58810,270-3,682-36%$726.2K$433.4K-$292.8K2026-10-26
Russell Investments Group, Ltd.
INCREASED6,3705,157+1,213+24%$364.7K$419.1K+$54.4K2026-11-06
KRS Capital Management, LLC
INCREASED6,0224,632+1,390+30%$327.5K$396.2K+$68.7K2026-10-16
Allworth Financial LP
UNCHANGED5,9705,97000%$422.1K$422.1K$02026-11-06
Xponance LLC
DECREASED5,8646,053-189-3%$428.0K$385.8K-$42.2K2026-11-03
Davenport & Co LLC
DECREASED5,7536,429-676-11%$454.6K$378.5K-$76.1K2026-10-14
Highline Wealth Partners LLC
UNCHANGED5,4005,40000%$381.8K$355.3K-$26.6K2026-10-19
Ascent Group, LLC
INCREASED5,0294,661+368+8%$329.6K$330.9K+$1.3K2026-10-30
Strs Ohio
DECREASED5,00082,500-77,500-94%$5.8M$329.0K-$5.5M2026-10-30
First Bank & Trust
INCREASED4,8954,426+469+11%$313.0K$322.0K+$9.1K2026-10-19
TFB Advisors LLC
INCREASED4,7994,785+14+0%$338.3K$315.7K-$22.6K2026-11-02
Values First Advisors, Inc.
NEW4,575—+4,575——$301.0K—2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED4,54810,304-5,756-56%$800.5K$331.7K-$468.8K2026-10-13
MGO One Seven LLC
INCREASED4,3634,056+307+8%$286.8K$287.1K+$2542026-10-28
Diversify Advisory Services, LLC
INCREASED4,1643,843+321+8%$287.9K$317.0K+$29.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED4,1643,843+321+8%$287.9K$317.0K+$29.0K2026-10-20
State of Alaska, Department of Revenue
NEW4,155—+4,155——$273—2026-10-15
Marest Capital, LLC
NEW3,860—+3,860——$254.0K—2026-10-23
Virginia Retirement Systems ET Al
UNCHANGED3,6003,60000%$254.6K$236.8K-$17.7K2026-10-28
Avestar Capital, LLC
NEW3,350—+3,350——$220.4K—2026-10-28
Swiss Life Asset Management Ltd
UNCHANGED3,3463,34600%$236.6K$220.1K-$16.5K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED3,3193,999-680-17%$282.8K$218.4K-$64.4K2026-10-16
Commonwealth Equity Services, LLC
NEW3,267—+3,267——$214.9K—2026-11-02
Argos Wealth Advisors, LLC
NEW3,264—+3,264——$214.7K—2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED2,4812,169+312+14%$153.4K$163.2K+$9.9K2026-10-16
DekaBank Deutsche Girozentrale
NEW2,198—+2,198——$143—2026-10-27
Larson Financial Group LLC
INCREASED2,1491,601+548+34%$113.2K$141.4K+$28.2K2026-11-05
Nykredit A/S
UNCHANGED2,1182,11800%$149.8K$139.3K-$10.4K2026-11-06
Sterling Capital Management LLC
INCREASED2,026216+1,810+838%$15.3K$133.3K+$118.0K2026-10-22
Parallel Advisors, LLC
INCREASED1,8821,743+139+8%$123.2K$123.8K+$5692026-11-03
KBC Group NV
UNCHANGED1,7301,73000%$122.0K$114-$121.9K2026-10-22
Elevation Wealth Partners, LLC
INCREASED1,422863+559+65%$61.0K$93.6K+$32.6K2026-10-07
Nisa Investment Advisors, LLC
INCREASED1,139620+519+84%$43.8K$74.9K+$31.1K2026-10-20
Pinnacle Wealth Planning Services, Inc.
NEW1,071—+1,071——$70.5K—2026-10-27
Daiwa Securities Group Inc.
DECREASED1,0431,173-130-11%$82.9K$68.6K-$14.3K2026-10-29
Root Financial Partners, LLC
NEW834—+834——$54.9K—2026-10-21
EverSource Wealth Advisors, LLC
DECREASED6871,758-1,071-61%$124.3K$45.2K-$79.1K2026-11-04
Harbor Investment Advisory, LLC
NEW623—+623——$41.0K—2026-10-13
Covestor Ltd
NEW561—+561——$37—2026-10-30
Farther Finance Advisors, LLC
INCREASED526265+261+98%$18.7K$34.6K+$15.9K2026-10-08
Heritage Family Offices, LLP
NEW501—+501——$33.0K—2026-11-02
Canton Hathaway, LLC
NEW387—+387——$25.4K—2026-10-23
First Horizon Corp
DECREASED354375-21-6%$26.5K$23.3K-$3.2K2026-10-26
Gamma Investing LLC
INCREASED319206+113+55%$14.6K$21.0K+$6.4K2026-10-08
Toth Financial Advisory Corp
INCREASED300210+90+43%$14.9K$19.7K+$4.9K2026-10-08
Byrne Asset Management LLC
NEW290—+290——$19.5K—2026-10-06
PNC Financial Services Group, Inc.
DECREASED283418-135-32%$29.6K$18.6K-$10.9K2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED25025000%$17.7K$16.4K-$1.2K2026-11-02
Entrust Financial LLC
UNCHANGED23323300%$16.5K$15.3K-$1.1K2026-11-04
Financial Consulate, Inc
UNCHANGED18018000%$12.7K$11.8K-$8852026-10-23
Parkside Financial Bank & Trust
INCREASED15682+74+90%$5.8K$10.3K+$4.5K2026-10-27
Trellis Wealth Advisors LLC
NEW150—+150——$9.9K—2026-10-19
Blue Trust, Inc.
UNCHANGED13013000%$9.2K$8.6K-$6392026-10-15
Aspect Partners, LLC
DECREASED118122-4-3%$8.6K$7.8K-$8642026-10-20
Bare Financial Services, Inc
INCREASED118114+4+4%$8.1K$7.8K-$2982026-11-04
Cape Investment Advisory, Inc.
NEW102—+102——$6.7K—2026-10-13
Latitude Advisors, LLC
NEW100—+100——$6.6K—2026-10-27
Versant Capital Management, Inc
DECREASED91124-33-27%$8.8K$6.0K-$2.8K2026-10-02
Investment Research & Advisory Group, Inc.
NEW72—+72——$4.7K—2026-10-19
Provenance Wealth Advisors, LLC
NEW72—+72——$4.7K—2026-10-30
SBI Securities Co., Ltd.
DECREASED7193-22-24%$6.6K$4.7K-$1.9K2026-10-22
Jacobi Capital Management LLC
NEW70—+70——$4.6K—2026-11-05
GK Wealth Management LLC
NEW65—+65——$4.3K—2026-10-09
Wolff Wiese Magana LLC
UNCHANGED626200%$4.4K$4.1K-$3062026-10-15
Rakuten Securities, Inc.
NEW60—+60——$3.9K—2026-11-02
Acumen Wealth Advisors, LLC
NEW59—+59——$3.9K—2026-11-05
High Note Wealth, LLC
UNCHANGED555500%$3.9K$3.6K-$2712026-10-27
IFS Advisors, LLC
UNCHANGED474700%$3.3K$3.1K-$2312026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED404000%$2.8K$2.6K-$1962026-11-05
TD Waterhouse Canada Inc.
NEW32—+32——$2.2K—2026-10-16
Armstrong Advisory Group, Inc
NEW30—+30——$2.0K—2026-10-09
Private Wealth Management Group, LLC
UNCHANGED303000%$2.1K$2.0K-$1482026-10-19
Owl Creek Wealth Partners LLC
UNCHANGED303000%$2.1K$2.0K-$1482026-10-20
Rossby Financial, LCC
NEW29—+29——$1.9K—2026-11-05
Physician Wealth Advisors, Inc.
DECREASED2845-17-38%$3.2K$1.8K-$1.3K2026-10-20
MassMutual Private Wealth & Trust, FSB
NEW25—+25——$1.6K—2026-10-05
Dhjj Financial Advisors, Ltd.
UNCHANGED242400%$1.7K$1.6K-$1192026-10-23
Hughes Financial Services, LLC
NEW20—+20——$1.6K—2026-10-30
IFP Advisors, Inc
DECREASED1994-75-80%$6.6K$1.3K-$5.4K2026-10-16
Essential Partners LLC
DECREASED15698-683-98%$49.4K$987-$48.4K2026-10-14
Nvwm, LLC
UNCHANGED151500%$1.1K$987-$742026-10-14
Burk Holdings LLC
NEW14—+14——$921—2026-11-05
Planning Strategies Inc.
DECREASED1221-9-43%$1.5K$789-$6962026-10-02
WPG Advisers, LLC
NEW11—+11——$724—2026-10-27
Manchester Capital Management LLC
UNCHANGED111100%$778$724-$542026-10-22
SJS Investment Consulting Inc.
INCREASED108+2+25%$567$659+$922026-10-26
Bell Investment Advisors, Inc
DECREASED958-49-84%$4.1K$593-$3.5K2026-10-29
James T. Borello RIA
DECREASED784-77-92%$5.9K$461-$5.5K2026-10-16
Valley National Advisers Inc
NEW6—+6——$395—2026-10-23
CoreCap Advisors, LLC
DECREASED5198-193-97%$14.0K$329-$13.7K2026-10-08
Private Trust Co NA
DECREASED5100-95-95%$7.1K$329-$6.7K2026-10-20
Wilkerson Advisory Group LLC
UNCHANGED5500%$354$329-$252026-10-20
Littlejohn & Co LLC
CLOSED0142,198-142,198-100%$10.1M$0-$10.1M2026-11-06
Zevenbergen Capital Investments LLC
CLOSED0121,875-121,875-100%$8.6M$0-$8.6M2026-10-08
Lisanti Capital Growth, LLC
CLOSED054,575-54,575-100%$3.9M$0-$3.9M2026-11-05
Pathway Capital Management, LP
CLOSED038,094-38,094-100%$2.7M$0-$2.7M2026-10-29
Creative Planning
CLOSED05,890-5,890-100%$416.5K$0-$416.5K2026-11-02
LVW Advisors, LLC
CLOSED03,166-3,166-100%$223.9K$0-$223.9K2026-10-19
International Assets Investment Management, LLC
CLOSED03,121-3,121-100%$231.1K$0-$231.1K2026-11-02
State of Wyoming
CLOSED03,016-3,016-100%$213.3K$0-$213.3K2026-10-28
Simplicity Wealth,LLC
CLOSED02,895-2,895-100%$204.7K$0-$204.7K2026-10-23
Penn Mutual Asset Management
CLOSED01,187-1,187-100%$83.9K$0-$83.9K2026-10-19
MCF Advisors LLC
CLOSED0115-115-100%$8.1K$0-$8.1K2026-10-28
AdvisorNet Financial, Inc
CLOSED065-65-100%$4.6K$0-$4.6K2026-10-15
True Wealth Design, LLC
CLOSED062-62-100%$4.4K$0-$4.4K2026-10-13
First Command Advisory Services, Inc.
CLOSED040-40-100%$2.8K$0-$2.8K2026-11-05
Marquette Asset Management, LLC
CLOSED039-39-100%$2.8K$0-$2.8K2026-10-09
North Star Investment Management Corp.
CLOSED025-25-100%$1.8K$0-$1.8K2026-10-27
Nfsg Corp
CLOSED025-25-100%$1.8K$0-$1.8K2026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED019-19-100%$1.3K$0-$1.3K2026-10-07
Avion Wealth
CLOSED015-15-100%$1$0-$12026-11-04
Fortitude Family Office, LLC
CLOSED013-13-100%$919$0-$9192026-10-14
West Financial Advisors, LLC
CLOSED011-11-100%$778$0-$7782026-10-22
Signature Equity Partners, LLC
CLOSED04-4-100%$283$0-$2832026-10-29
American Capital Advisory, LLC
CLOSED04-4-100%$283$0-$2832026-10-28
Plante Moran Financial Advisors, LLC
CLOSED02-2-100%$141$0-$1412026-11-04
3 Factor Indexing, LLC
CLOSED01-1-100%$71$0-$712026-10-15
Iconiq Capital, LLC
N/A—11,433,363-11,433,363-100%$808.5M———
BlackRock, Inc.
N/A—5,196,349-5,196,349-100%$367.4M———
FMR LLC
N/A—5,082,314-5,082,314-100%$359.4M———
Deer Management Co. LLC
N/A—4,568,064-4,568,064-100%$32.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,751,462-3,751,462-100%$265.3M———
Millennium Management LLC
N/A—3,143,620-3,143,620-100%$222.3M———
Vanguard Capital Management LLC
N/A—2,762,030-2,762,030-100%$195.3M———
Vanguard Portfolio Management LLC
N/A—2,689,848-2,689,848-100%$190.2M———
Battery Management Corp.
N/A—2,587,094-2,587,094-100%$182.9M———
Citadel Advisors LLC
N/A—1,962,797-1,962,797-100%$138.8M———
Jericho Capital Asset Management L.P.
N/A—1,940,000-1,940,000-100%$137.2M———
Index Venture Growth Associates IV Ltd
N/A—1,711,862-1,711,862-100%$121.0M———
Morgan Stanley
N/A—1,612,516-1,612,516-100%$114.0M———
State Street Corp
N/A—1,321,707-1,321,707-100%$93.5M———
Greenoaks LLC
N/A—1,300,000-1,300,000-100%$91.9M———
Scge Management, L.P.
N/A—1,229,285-1,229,285-100%$86.9M———
Generation Investment Management LLP
N/A—1,180,780-1,180,780-100%$83.5M———
Price T Rowe Associates Inc
N/A—1,128,804-1,128,804-100%$79.8M———
Franklin Resources Inc
N/A—1,102,212-1,102,212-100%$77.9M———
Goldman Sachs Group Inc
N/A—1,082,694-1,082,694-100%$76.6M———
Dragoneer Investment Group, LLC
N/A—1,000,885-1,000,885-100%$70.8M———
Wells Fargo & Company
N/A—918,051-918,051-100%$64.9M———
Fuller & Thaler Asset Management, Inc.
N/A—899,655-899,655-100%$63.6M———
Alliancebernstein L.P.
N/A—883,958-883,958-100%$56.1M———
First Trust Advisors LP
N/A—835,906-835,906-100%$59.1M———
Madison Asset Management, LLC
N/A—793,636-793,636-100%$56.1M———
Liontrust Investment Partners LLP
N/A—784,421-784,421-100%$55.5M———
Jupiter Topco LLC
N/A—767,599-767,599-100%$54.3M———
Raymond James Financial Inc
N/A—767,488-767,488-100%$54.3M———
UBS Group AG
N/A—738,195-738,195-100%$52.2M———
Invesco Ltd.
N/A—706,515-706,515-100%$50.0M———
Bamco Inc
N/A—705,163-705,163-100%$49.9M———
Charles Schwab Investment Management Inc
N/A—702,716-702,716-100%$49.7M———
Natixis Advisors, LLC
N/A—646,863-646,863-100%$45.7M———
Jones Financial Companies Lllp
N/A—646,804-646,804-100%$44.8M———
Capital International Investors
N/A—642,216-642,216-100%$45.4M———
Northern Trust Corp
N/A—590,598-590,598-100%$41.8M———
FIL Ltd
N/A—564,860-564,860-100%$39.9M———
Atreides Management, LP
N/A—542,092-542,092-100%$38.3M———
Norges Bank
N/A—504,523-504,523-100%$35.7M———
Voya Investment Management LLC
N/A—493,434-493,434-100%$34.9M———
No Street GP LP
N/A—467,352-467,352-100%$33.0M———
Vanguard Fiduciary Trust Co
N/A—426,083-426,083-100%$30.1M———
Gilder Gagnon Howe & Co LLC
N/A—377,904-377,904-100%$26.7M———
Blair William & Co
N/A—363,384-363,384-100%$25.7M———
Royal Bank of Canada
N/A—343,654-343,654-100%$24.3M———
Wellington Management Group LLP
N/A—316,695-316,695-100%$22.4M———
Cypress Point Investment Management LP
N/A—300,394-300,394-100%$21.2M———
Ameriprise Financial Inc
N/A—299,722-299,722-100%$21.2M———
Envestnet Asset Management Inc
N/A—286,413-286,413-100%$20.3M———
JPMorgan Chase & Co
N/A—257,881-257,881-100%$18.3M———
Index Venture Growth Associates V Ltd
N/A—256,110-256,110-100%$18.1M———
Canada Pension Plan Investment Board
N/A—229,900-229,900-100%$16.3M———
Artisan Partners Limited Partnership
N/A—224,246-224,246-100%$15.9M———
Massachusetts Financial Services Co
N/A—213,385-213,385-100%$15.2M———
ExodusPoint Capital Management, LP
N/A—196,073-196,073-100%$13.9M———
Loomis Sayles & Co L P
N/A—195,756-195,756-100%$13.8M———
Stifel Financial Corp
N/A—195,131-195,131-100%$13.8M———
Lord, Abbett & Co. LLC
N/A—194,073-194,073-100%$13.7M———
Balyasny Asset Management L.P.
N/A—193,815-193,815-100%$13.7M———
Bank of America Corp
N/A—190,270-190,270-100%$13.5M———
Stockbridge Partners LLC
N/A—188,565-188,565-100%$13.3M———
WCM Investment Management, LLC
N/A—174,691-174,691-100%$12.3M———
Nuveen, LLC
N/A—170,484-170,484-100%$12.1M———
Jennison Associates LLC
N/A—166,818-166,818-100%$11.8M———
Eventide Asset Management, LLC
N/A—162,882-162,882-100%$11.5M———
Huntington National Bank
N/A—161,092-161,092-100%$11.4M———
AQR Capital Management LLC
N/A—155,450-155,450-100%$11.0M———
Susquehanna Fundamental Investments, LLC
N/A—146,495-146,495-100%$10.4M———
Osterweis Capital Management Inc
N/A—135,580-135,580-100%$9.6M———
Nomura Asset Management International Inc.
N/A—132,436-132,436-100%$9.4M———
Neuberger Berman Group LLC
N/A—124,227-124,227-100%$8.8M———
Picton Mahoney Asset Management
N/A—117,664-117,664-100%$8.3M———
Emergence GP Partners, LLC
N/A—116,500-116,500-100%$8.2M———
Segall Bryant & Hamill, LLC
N/A—111,503-111,503-100%$7.9M———
Sands Capital Alternatives, LLC
N/A—108,545-108,545-100%$7.7M———
Cerity Partners LLC
N/A—108,036-108,036-100%$7.6M———
Swiss National Bank
N/A—107,800-107,800-100%$7.6M———
Whittier Trust Co
N/A—106,808-106,808-100%$8.3M———
Lazard Asset Management LLC
N/A—100,208-100,208-100%$7.1M———
Ghisallo Capital Management LLC
N/A—100,000-100,000-100%$7.1M———
Monimus Capital Management, LP
N/A—93,408-93,408-100%$6.6M———
New York State Common Retirement Fund
N/A—91,445-91,445-100%$6.5M———
Royce & Associates LP
N/A—88,328-88,328-100%$6.2M———
UBS Asset Management Americas LLC
N/A—84,725-84,725-100%$6.0M———
Jacobson & Schmitt Advisors, LLC
N/A—81,102-81,102-100%$5.7M———
SEI Investments Co
N/A—80,128-80,128-100%$5.7M———
Rhumbline Advisers
N/A—76,426-76,426-100%$5.4M———
Susquehanna International Group, LLP
N/A—74,943-74,943-100%$5.3M———
Winton Group Ltd
N/A—73,800-73,800-100%$5.2M———
Summit Partners Public Asset Management, LLC
N/A—70,000-70,000-100%$4.9M———
California State Teachers Retirement System
N/A—64,170-64,170-100%$4.5M———
Janney Montgomery Scott LLC
N/A—61,133-61,133-100%$4.3M———
Victory Capital Management Inc
N/A—60,592-60,592-100%$4.3M———
Vestmark Advisory Solutions, Inc.
N/A—57,883-57,883-100%$4.1M———
Castleark Management LLC
N/A—55,890-55,890-100%$4.0M———
Whittier Trust Co of Nevada Inc
N/A—54,791-54,791-100%$4.4M———
ArrowMark Colorado Holdings LLC
N/A—54,358-54,358-100%$3.8M———
Legal & General Group Plc
N/A—53,935-53,935-100%$3.8M———
Vanguard Asset Management, Ltd
N/A—53,148-53,148-100%$3.8M———
Advisors Capital Management, LLC
N/A—51,266-51,266-100%$3.6M———
Whetstone Capital Advisors, LLC
N/A—46,323-46,323-100%$3.3M———
Mosaic Family Wealth Partners, LLC
N/A—44,359-44,359-100%$3.1M———
MetLife Investment Management, LLC
N/A—43,586-43,586-100%$3.1M———
Group One Trading LLC
N/A—40,266-40,266-100%$2.8M———
Holocene Advisors, LP
N/A—39,944-39,944-100%$2.8M———
Mirova
N/A—39,649-39,649-100%$2.8M———
NewEdge Wealth, LLC
N/A—38,836-38,836-100%$2.7M———
CIBC Bancorp USA Inc.
N/A—38,788-38,788-100%$2.7M———
Bullseye Asset Management LLC
N/A—36,978-36,978-100%$2.6M———
Manufacturers Life Insurance Company, the
N/A—35,114-35,114-100%$2.5M———
Vestcor Inc
N/A—35,000-35,000-100%$2.5M———
State of Wisconsin Investment Board
N/A—33,709-33,709-100%$2.4M———
Discovery Capital Management, LLC / CT
N/A—32,910-32,910-100%$2.3M———
Baird Financial Group, Inc.
N/A—30,752-30,752-100%$2.2M———
Moore Capital Management, LP
N/A—30,557-30,557-100%$2.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—28,160-28,160-100%$2.0M———
Tidal Investments LLC
N/A—27,963-27,963-100%$2.0M———
HighTower Advisors, LLC
N/A—27,870-27,870-100%$2.0M———
Penserra Capital Management LLC
N/A—27,707-27,707-100%$2.0M———
Brookfield Corp
N/A—24,680-24,680-100%$1.7M———
Liberty Mutual Group Asset Management Inc.
N/A—23,365-23,365-100%$1.7M———
Vanguard Global Advisers, LLC
N/A—23,013-23,013-100%$1.6M———
Arrowstreet Capital, Limited Partnership
N/A—20,927-20,927-100%$1.5M———
Sanctuary Advisors, LLC
N/A—20,728-20,728-100%$1.5M———
Greycroft LP
N/A—20,000-20,000-100%$1.4M———
Legato Capital Management LLC
N/A—19,545-19,545-100%$1.4M———
Quantinno Capital Management LP
N/A—19,385-19,385-100%$1.4M———
Gotham Asset Management, LLC
N/A—19,013-19,013-100%$1.3M———
Belpointe Asset Management LLC
N/A—18,839-18,839-100%$1.3M———
&partners
N/A—18,480-18,480-100%$1.3M———
MSD Partners, L.P.
N/A—18,388-18,388-100%$1.3M———
IEQ Capital, LLC
N/A—18,220-18,220-100%$1.3M———
Police & Firemen's Retirement System of New Jersey
N/A—18,114-18,114-100%$1.3M———
Composition Wealth, LLC
N/A—17,895-17,895-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—17,742-17,742-100%$1.3M———
D. E. Shaw & Co., Inc.
N/A—16,308-16,308-100%$1.2M———
Quent Capital, LLC
N/A—16,000-16,000-100%$1.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—15,986-15,986-100%$1.1M———
BNP Paribas Financial Markets
N/A—15,692-15,692-100%$1.1M———
Comprehensive Financial Management LLC
N/A—15,236-15,236-100%$1.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—14,715-14,715-100%$1.0M———
Vanguard Investments Australia, Ltd.
N/A—14,308-14,308-100%$1.0M———
Vanguard Personalized Indexing Management, LLC
N/A—13,567-13,567-100%$959.3K———
State Board of Administration of Florida Retirement System
N/A—12,900-12,900-100%$912.2K———
Osaic Holdings, Inc.
N/A—12,735-12,735-100%$900.5K———
Cetera Investment Advisers
N/A—12,541-12,541-100%$886.8K———
KLP Kapitalforvaltning AS
N/A—12,500-12,500-100%$883.9K———
Mariner, LLC
N/A—11,758-11,758-100%$831.4K———
Vident Advisory, LLC
N/A—11,308-11,308-100%$799.6K———
Arax Advisory Partners
N/A—10,755-10,755-100%$760.5K———
Pathstone Holdings, LLC
N/A—10,654-10,654-100%$753.3K———
Intech Investment Management LLC
N/A—10,380-10,380-100%$734.0K———
Intellectus Partners, LLC
N/A—10,375-10,375-100%$733.6K———
Prudential Financial Inc
N/A—10,130-10,130-100%$716.3K———
Rockefeller Capital Management L.P.
N/A—9,812-9,812-100%$693.8K———
Twin Tree Management, LP
N/A—9,718-9,718-100%$687.2K———
Bridgewater Associates, LP
N/A—9,371-9,371-100%$662.6K———
NewEdge Advisors, LLC
N/A—8,866-8,866-100%$626.9K———
Two Sigma Investments, LP
N/A—8,349-8,349-100%$590.4K———
Swan Global Investments, LLC
N/A—7,856-7,856-100%$555.5K———
Allstate Corp
N/A—7,616-7,616-100%$538.5K———
Magnetar Financial LLC
N/A—7,211-7,211-100%$509.9K———
Diker Management LLC
N/A—7,000-7,000-100%$495.0K———
Stonebridge Financial Group, LLC / MO
N/A—6,972-6,972-100%$493.0K———
Utah Retirement Systems
N/A—6,252-6,252-100%$442.1K———
Varcov Co.
N/A—6,124-6,124-100%$433.0K———
MML Investors Services, LLC
N/A—5,734-5,734-100%$405.5K———
Ameritas Investment Partners, Inc.
N/A—5,574-5,574-100%$394.1K———
Beacon Pointe Advisors, LLC
N/A—5,383-5,383-100%$380.6K———
Brevan Howard Capital Management LP
N/A—5,271-5,271-100%$372.7K———
Inspire Advisors, LLC
N/A—5,054-5,054-100%$357.4K———
Focus Partners Wealth
N/A—4,895-4,895-100%$346.1K———
Amica Mutual Insurance Co
N/A—4,843-4,843-100%$342.0K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—4,763-4,763-100%$336.8K———
Callan Family Office, LLC
N/A—4,562-4,562-100%$322.6K———
Mercer Global Advisors Inc
N/A—4,290-4,290-100%$303.3K———
Graham Capital Management, L.P.
N/A—4,199-4,199-100%$296.9K———
Two Sigma Securities, LLC
N/A—4,166-4,166-100%$294.6K———
MAI Capital Management
N/A—4,014-4,014-100%$283.8K———
Luxor Capital Group, LP
N/A—4,000-4,000-100%$282.8K———
Cinctive Capital Management LP
N/A—3,889-3,889-100%$275.0K———
Connable Office Inc
N/A—3,529-3,529-100%$249.5K———
Gabelli Funds LLC
N/A—3,500-3,500-100%$247.5K———
Ensign Peak Advisors, Inc
N/A—3,500-3,500-100%$247.5K———
Boothbay Fund Management, LLC
N/A—3,486-3,486-100%$246.5K———
Captrust Financial Advisors
N/A—3,369-3,369-100%$238.2K———
DnB Asset Management AS
N/A—3,313-3,313-100%$234.3K———
Symmetry Peak Management LLC
N/A—3,050-3,050-100%$215.7K———
Aureus Asset Management, LLC
N/A—2,981-2,981-100%$210.8K———
Wealth Alliance, LLC
N/A—2,905-2,905-100%$205.4K———
Tower Research Capital LLC (TRC)
N/A—2,837-2,837-100%$200.6K———
Northwest & Ethical Investments L.P.
N/A—1,822-1,822-100%$127.9K———
BNP Paribas Asset Management Holding S.A.
N/A—822-822-100%$58.1K———
SOA Wealth Advisors, Llc.
N/A—650-650-100%$46.0K———
Atlantic Union Bankshares Corp
N/A—645-645-100%$45.6K———
Advisors Asset Management, Inc.
N/A—590-590-100%$41.7K———
HM Payson & Co
N/A—418-418-100%$29.6K———
Bogart Wealth, LLC
N/A—336-336-100%$23.8K———
Steward Partners Investment Advisory, LLC
N/A—291-291-100%$20.6K———
Kemnay Advisory Services Inc.
N/A—278-278-100%$19.7K———
Silvant Capital Management LLC
N/A—265-265-100%$18.7K———
Walleye Capital LLC
N/A—249-249-100%$17.6K———
Northwestern Mutual Wealth Management Co
N/A—226-226-100%$16.0K———
LOS Angeles Capital Management LLC
N/A—225-225-100%$15.9K———
Allied Private Wealth LLC
N/A—203-203-100%$15.8K———
Truvestments Capital LLC
N/A—165-165-100%$11.7K———
WealthCollab, LLC
N/A—130-130-100%$9.2K———
Colonial Trust Co / SC
N/A—106-106-100%$7.4K———
Ancora Advisors LLCA
N/A—96-96-100%$6.8K———
Peregrine Capital Management LLC
N/A—91-91-100%$6.4K———
Basecamp Wealth Advisors LLC
N/A—64-64-100%$4.5K———
Rothschild Investment LLC
N/A—63-63-100%$4.5K———
BFC Planning, Inc.
N/A—55-55-100%$3.9K———
Swan Capital LLC
N/A—40-40-100%$2.8K———
Global Retirement Partners, LLC
N/A—32-32-100%$2.3K———
SouthState Bank Corp
N/A—32-32-100%$2.3K———
Harbour Investments, Inc.
N/A—30-30-100%$2.1K———
Fortress Investment Group LLC
N/A—28-28-100%$2.0K———
Copia Wealth Management
N/A—23-23-100%$1.6K———
CVA Family Office, LLC
N/A—23-23-100%$1.6K———
National Bank of Canada
N/A—21-21-100%$1.5K———
Chesapeake Asset Management LLC
N/A—21-21-100%$1.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—18-18-100%$1.3K———
N.E.W. Advisory Services LLC
N/A—18-18-100%$1.3K———
Strategic Wealth Partners, Ltd.
N/A—18-18-100%$1.3K———
Rialto Wealth Management, LLC
N/A—16-16-100%$1.1K———
Smartleaf Asset Management LLC
N/A—13-13-100%$913———
Bessemer Group Inc
N/A—10-10-100%$1———
FWL Investment Management, LLC
N/A—10-10-100%$707———
Continuum Advisory, LLC
N/A—10-10-100%$707———
Cornerstone Financial Management LLC
N/A—8-8-100%$566———
Ameritas Advisory Services, LLC
N/A—5-5-100%$354———
Fiduciary Financial Advisors
N/A—3-3-100%$212———
Federation des caisses Desjardins du Quebec
N/A—3-3-100%$235———
Medallion Wealth Advisors, LLC
N/A—1-1-100%$71———
Transamerica Financial Advisors, LLC
N/A—1-1-100%$70———
Showing 414 of 414 institutions