Vault-13

BUTTERFLY NETWORK INC BFLY

COM CL A · Common Stock · CUSIP 124155102 · ISIN US1241551027

150 institutional holders -19 vs Q2 2024
60,467,98260.5m shares reported held*
$107.0mreported value*
20 new 30 added 44 reduced 41 sold out net sold ≈ $8.4m (-4.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $1.77. Options: 7 managers hold calls ($1.5m notional), 6 hold puts ($607.2k).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 199Q4 22: 198Q1 23: 181Q2 23: 185Q3 23: 186Q4 23: 170Q1 24: 171Q2 24: 169Q3 24: 150150Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022199
Q4 2022198
Q1 2023181
Q2 2023185
Q3 2023186
Q4 2023170
Q1 2024171
Q2 2024169
Q3 2024150

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 92 bought or addedQ4 22: 80 cut or sold outQ1 23: 60 bought or addedQ1 23: 82 cut or sold outQ1 23Q2 23: 90 bought or addedQ2 23: 49 cut or sold outQ3 23: 76 bought or addedQ3 23: 66 cut or sold outQ3 23Q4 23: 66 bought or addedQ4 23: 91 cut or sold outQ1 24: 56 bought or addedQ1 24: 94 cut or sold outQ1 24Q2 24: 63 bought or addedQ2 24: 86 cut or sold outQ3 24: 50 bought or addedQ3 24: 85 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20229280
Q1 20236082
Q2 20239049
Q3 20237666
Q4 20236691
Q1 20245694
Q2 20246386
Q3 20245085

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ4 23 calls: $832.9kQ4 23 puts: $308.1kQ4 23P/C 0.37Q1 24 calls: $420.8kQ1 24 puts: $360.0kQ1 24P/C 0.86Q2 24 calls: $268.1kQ2 24 puts: $225.7kQ2 24P/C 0.84Q3 24 calls: $1.5mQ3 24 puts: $607.2kQ3 24P/C 0.41
Numbers
QuarterCallsPutsP/C
Q4 2023$832.9k$308.1k0.37
Q1 2024$420.8k$360.0k0.86
Q2 2024$268.1k$225.7k0.84
Q3 2024$1.5m$607.2k0.41

Biggest buyers

GLENVIEW CAPITAL MANAGEMENT, LLC Added +1,921,643+1.9m
RENAISSANCE TECHNOLOGIES LLC Added +1,748,500+1.7m
ExodusPoint Capital Management, LP New +1,293,545+1.3m
D. E. Shaw & Co., Inc. Added +737,568+737.6k
CITADEL ADVISORS LLC Added +496,642+496.6k
CITIGROUP INC Added +487,649+487.6k
MORGAN STANLEY Added +295,199+295.2k
XTX Topco Ltd Added +226,781+226.8k
TWO SIGMA INVESTMENTS, LP New +129,551+129.6k
Cubist Systematic Strategies, LLC Added +85,820+85.8k

Biggest sellers

ARK Investment Management LLC Reduced -2,308,495-2.3m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -1,104,345-1.1m
MILLENNIUM MANAGEMENT LLC Reduced -1,043,600-1.0m
Cetera Investment Advisers Reduced -939,943-939.9k
Schonfeld Strategic Advisors LLC Reduced -863,916-863.9k
NORTHERN TRUST CORP Reduced -788,205-788.2k
Amova Asset Management Americas, Inc. Sold out -745,319-745.3k
Sumitomo Mitsui Trust Group, Inc. Sold out -745,319-745.3k
ZAZOVE ASSOCIATES LLC Sold out -555,749-555.7k
GOLDMAN SACHS GROUP INC Reduced -499,575-499.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $688.2k388.8k shares
GROUP ONE TRADING LLC Added $269.2k152.1k shares
CITADEL ADVISORS LLC Added $159.8k90.3k shares
SIMPLEX TRADING, LLC Added $143.0k81.3k shares
GTS SECURITIES LLC Added $142.1k80.3k shares
BANK OF MONTREAL /CAN/ Unchanged $62.4k39.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $333.1k188.2k shares
GROUP ONE TRADING LLC Reduced $94.5k53.4k shares
CITADEL ADVISORS LLC Added $91.2k51.5k shares
GTS SECURITIES LLC Added $64.4k36.4k shares
SIMPLEX TRADING, LLC Added $24.0k14.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
ROTHBERG JONATHAN M 13D · may seek influence no change · filed 2026-08-17
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented by adding the following: In connection with estate planning, Dr. Rothberg, acting on his own and on behalf of 4C Holdings I, LLC, 4C Holdings II, LLC, 4C Holdings III, LLC, 4C Holdings IV, LLC, and Dr. Bonnie Rothberg, Dr. Rothberg's spouse, entered into a trading plan pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended (the "Plan"), a copy of which is attached hereto as Exhibit 6. Pursuant to the Plan, sales of up to 363,348 shares of Class A common stock and 8,049,929 shares of Class B common stock may be effected during the plan sales period beginning following the cooling-off period contained in Rule 10b5-1(c) and ending on November 12, 2027 in accordance with the terms and conditions of the Plan. … Full filing
100.0% no change 21.4m≈ $180.4m 2026-08-17
FMR LLC 13G · institution new · filed 2026-08-07 11.8% new 29.0m≈ $243.8m 2026-08-07
BlackRock, Inc. 13G · institution +1.5 pts · filed 2026-07-27 7.8% +1.5 pts 18.3m≈ $153.9m 2026-07-27
GLENVIEW CAPITAL MANAGEMENT, LLC 13D · may seek influence -2.3 pts · filed 2026-08-17
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: On June 22, 2026, Mr. Robbins was granted 25,447 shares of unvested restricted stock units, each representing the right to receive one share of Common Stock upon vesting, which vest in full on the date of the Issuer's 2027 Annual Stockholders Meeting, subject to Mr. Robbins' continued service on the Issuer's board of directors on such date. Full filing
6.2% -2.3 pts 15.1m≈ $127.3m 2026-08-17
Hood River Capital Management LLC 13G · institution new · filed 2026-08-14 5.6% new 13.2m≈ $111.1m 2026-08-14

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), Fosun Industrial Co., Ltd (4.7%, 2026-02-05)

Insider purchases and sales in Q3 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 22: 0 buyingQ4 22: 3 sellingQ1 23: 0 buyingQ1 23: 2 sellingQ1 23Q2 23: 0 buyingQ2 23: 3 sellingQ3 23: 1 buyingQ3 23: 3 sellingQ3 23Q4 23: 0 buyingQ4 23: 1 sellingQ1 24: 0 buyingQ1 24: 2 sellingQ1 24Q2 24: 0 buyingQ2 24: 2 sellingQ3 24: 2 buyingQ3 24: 2 sellingQ3 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20220—3$87.2k—
Q1 20230—2$103.6k—
Q2 20230—3$277.2k$161.1k
Q3 20231$18.1k3$333.8k$308.1k
Q4 20230—1$12.2k—
Q1 20240—2$301.2k—
Q2 20240—2$72.3k—
Q3 20242$2.0m2$142.3k—
DateInsiderTradeSharesPrice ValueTheir holding
2024-09-24 Stoica Andrei G Chief Technology Officer Sold 3,296 $1.74 $5.7k3.3k shares -<1%
2024-09-13 Phanstiel S. Louise Director · Held by H.G. Phanstiel LP Sold 60,049 $1.96 $117.7k60.0k shares -100%
2024-09-05 Stoica Andrei G Chief Technology Officer Sold 10,212 $1.70 $17.4k10.2k shares -1%
2024-08-30 ROBBINS LARRY Director · See footnotes Bought 244,774 $1.07 $261.9k244.8k shares +2%
2024-08-29 ROBBINS LARRY Director · See footnotes Bought 429,919 $1.07 $460.0k429.9k shares +5%
2024-08-28 ROBBINS LARRY Director · See footnotes Bought 1,246,950 $0.98 $1.2m1.2m shares +16%
2024-08-07 DEVIVO JOSEPH President & CEO, director Bought 104,000 $0.95 $98.8k104.0k shares +2%
2024-07-02 Stoica Andrei G Chief Technology Officer Sold 1,703 $0.87 $1.5k1.7k shares -<1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fosun International Ltd 6.24% of their portfolio HONG KONG, F4 10,716,63010.7m $19.0m $19.0m 6.24% Unchanged
2 GLENVIEW CAPITAL MANAGEMENT, LLC 0.37% of their portfolio NEW YORK, NY 9,955,14410.0m $17.6m $17.6m 0.37% Added +1.9m +1,921,643
3 ARK Investment Management LLC 0.14% of their portfolio ST. PETERSBURG, FL 8,676,2338.7m $15.4m $15.4m 0.14% Reduced -2.3m -2,308,495
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 7,327,3347.3m $13.0m $13.0m 0.00% Added +40.6k +40,584
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,158,1832.2m $3.8m $3.8m 0.00% First filing
6 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 2,091,6002.1m $3.7m $3.7m 0.01% Added +1.7m +1,748,500
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,721,7231.7m $3.0m $3.0m 0.00% Added +65.4k +65,425
8 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 1,520,8841.5m $2.7m $2.7m 0.00% Added +737.6k +737,568
9 ExodusPoint Capital Management, LP 0.02% of their portfolio NEW YORK, NY 1,293,5451.3m $2.3m $2.3m 0.02% New
10 Bill & Melinda Gates Foundation 4.11% of their portfolio SEATTLE, WA 1,011,0031.0m $1.8m $1.8m 4.11% Unchanged
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 955,331955.3k $1.7m $1.7m 0.00% Added +35.8k +35,800
12 GSA CAPITAL PARTNERS LLP 0.12% of their portfolio LONDON, X0 925,518925.5k $1.6m $1.6m 0.12% Reduced -347.5k -347,484
13 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 925,015925.0k $1.6m $1.6m 0.00% Reduced -1.0m -1,043,600
14 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 920,900920.9k $1.6m $1.6m 0.01% Reduced -863.9k -863,916
15 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 888,131888.1k $1.6m $1.6m 0.00% Added +496.6k +496,642
16 ISTHMUS PARTNERS, LLC 0.14% of their portfolio MADISON, WI 689,222689.2k $1.2m $1.2m 0.14% Unchanged
17 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 683,184683.2k $1.2m $1.2m 0.00% Reduced -88.0k -88,028
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 675,640675.6k $1.2m $1.2m 0.00% Reduced -499.6k -499,575
19 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 645,076645.1k $1.1m $1.1m 0.00% Reduced -17.9k -17,882
20 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 506,742506.7k $896.9k $896.9k 0.00% Added +487.6k +487,649
21 Neumann Advisory Hong Kong Ltd 0.34% of their portfolio CENTRAL, K3 474,191474.2k $839.0k $839.0k 0.34% Unchanged
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 438,877438.9k $776.8k $776.8k 0.00% Added +295.2k +295,199
23 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 398,000398.0k $704.5k $704.5k 0.02% Unchanged
24 XTX Topco Ltd 0.05% of their portfolio LONDON, X0 360,392360.4k $637.9k $637.9k 0.05% Added +226.8k +226,781
25 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 328,239328.2k $581.0k $581.0k 0.00% Reduced -788.2k -788,205
26 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 258,920258.9k $458.3k $458.3k 0.01% Added +46.6k +46,630
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 220,856220.9k $390.9k $390.9k 0.00% Reduced -278.4k -278,353
28 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 192,815192.8k $341.3k $341.3k 0.01% Added +85.8k +85,820
29 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 161,734161.7k $286.3k $286.3k 0.00% Added +169 +169
30 Green Alpha Advisors, LLC 0.22% of their portfolio NIWOT, CO 160,784160.8k $284.6k $284.6k 0.22% Added +584 +584
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 136,805136.8k $242.1k $242.1k 0.00% Reduced -6.0k -6,008
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 131,855131.9k $233.0k $233.0k 0.00% Added +4.7k +4,710
33 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 129,551129.6k $229.3k $229.3k 0.00% New
34 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 115,922115.9k $205.2k $205.2k 0.01% Reduced -109 -109
35 Point72 Asia (Singapore) Pte. Ltd. 0.04% of their portfolio SINGAPORE, U0 113,168113.2k $200.3k $200.3k 0.04% Reduced -143.8k -143,806
36 Aster Capital Management (DIFC) Ltd 0.04% of their portfolio DUBAI, C0 105,110105.1k $186.0k $186.0k 0.04% First filing
37 RAYMOND JAMES TRUST N.A. 0.00% of their portfolio ST. PETERSBURG, FL 102,000102.0k $180.5k $180.5k 0.00% Unchanged
38 Quent Capital, LLC 0.02% of their portfolio NEW YORK, NY 98,00098.0k $173.5k $173.5k 0.02% Added +20.0k +20,000
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 89,25289.3k $158.0k $158.0k 0.00% Reduced -1.1m -1,104,345
40 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 83,40083.4k $148.0k $148.0k 0.00% Unchanged
41 Procyon Advisors, LLC 0.01% of their portfolio SHELTON, CT 81,88281.9k $144.9k $144.9k 0.01% Added +5.6k +5,600
42 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 79,89879.9k $141.4k $141.4k 0.00% Added +3.7k +3,736
43 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 71,47871.5k $126.5k $126.5k 0.00% Added +37.8k +37,768
44 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 71,13071.1k $125.9k $125.9k 0.00% Reduced -11.8k -11,850
45 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 65,17665.2k $115.4k $115.4k 0.00% Reduced -939.9k -939,943
46 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 63,62263.6k $112.6k $112.6k 0.00% Reduced -37.6k -37,571
47 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 60,33860.3k $106.8k $106.8k 0.00% Reduced -319 -319
48 LEVIN CAPITAL STRATEGIES, L.P. 0.01% of their portfolio NEW YORK, NY 60,00060.0k $106.2k $106.2k 0.01% Reduced -95.0k -95,000
49 Texas Capital Bank Wealth Management Services Inc 0.01% of their portfolio Dallas, TX 60,00060.0k $106.2k $106.2k 0.01% Reduced -40.0k -40,000
50 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 57,68257.7k $102.1k $102.1k 0.00% New
51 Cannon Global Investment Management, LLC 0.24% of their portfolio DAVIE, FL 56,40056.4k $99.8k $99.8k 0.24% New
52 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 55,00055.0k $97.3k $97.3k 0.00% Unchanged
53 Seneca Financial Advisors LLC 0.05% of their portfolio ROCHESTER, NY 53,52653.5k $94.7k $94.7k 0.05% Unchanged
54 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 50,34850.3k $89.1k $89.1k 0.00% Added +10.6k +10,590
55 Virtu Financial LLC 0.00% of their portfolio New York, NY 48,95849.0k $87.0k $87.0k 0.00% New
56 Rinkey Investments 0.02% of their portfolio San Diego, CA 43,55043.5k $77.1k $77.1k 0.02% Added +4.2k +4,250
57 STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio LYSAKER, Q8 41,52541.5k $73.5k $73.5k 0.00% Reduced -44.6k -44,586
58 180 WEALTH ADVISORS, LLC 0.01% of their portfolio FEDERAL WAY, WA 40,30140.3k $71.3k $71.3k 0.01% Reduced -9.6k -9,565
59 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 38,30038.3k $67.8k $67.8k 0.00% New
60 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 37,33037.3k $66.1k $66.1k 0.00% New
61 FMR LLC 0.00% of their portfolio BOSTON, MA 36,04536.0k $63.8k $63.8k 0.00% Reduced -1.8k -1,771
62 UBS Group AG 0.00% of their portfolio ZURICH, V8 33,58833.6k $59.5k $59.5k 0.00% Reduced -9.0k -9,000
63 Guidance Point Advisors, LLC 0.02% of their portfolio Wellesley, MA 33,53533.5k $59.4k $59.4k 0.02% Unchanged
64 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 32,40032.4k $57.3k $57.3k 0.00% New
65 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 30,81630.8k $55.0k $55.0k 0.00% Reduced -1.3k -1,265
66 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 29,80029.8k $52.7k $52.7k 0.00% New
67 TWO SIGMA SECURITIES, LLC 0.00% of their portfolio NEW YORK, NY 29,72929.7k $52.6k $52.6k 0.00% Added +15.3k +15,258
68 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 29,30729.3k $51.9k $51.9k 0.00% Reduced -41.1k -41,126
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 26,81226.8k $47.5k $47.5k 0.00% Reduced -113 -113
70 Summit Trail Advisors, LLC 0.00% of their portfolio NEW YORK, NY 26,78626.8k $47.4k $47.4k 0.00% Unchanged
71 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 26,52026.5k $46.9k $46.9k 0.00% Reduced -28.0k -27,969
72 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 25,10125.1k $44.4k $44.4k 0.00% Added +25.0k +25,011
73 NorthCoast Asset Management LLC 0.00% of their portfolio STAMFORD, CT 25,00025.0k $44.2k $44.2k 0.00% New
74 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 24,90024.9k $44.1k $44.1k 0.00% Added +3.6k +3,600
75 Spectrum Planning & Advisory Services Inc. 0.04% of their portfolio SAN DIEGO, CA 23,67023.7k $41.9k $41.9k 0.04% Unchanged
76 Catalyst Funds Management Pty Ltd 0.01% of their portfolio SYDNEY NSW, C3 21,60021.6k $38.2k $38.2k 0.01% Unchanged
77 HARTLINE INVESTMENT CORP/ 0.00% of their portfolio WINNETKA, IL 21,50021.5k $38.1k $38.1k 0.00% Added +10.0k +10,000
78 VALLEY NATIONAL ADVISERS INC 0.01% of their portfolio BETHLEHEM, PA 21,10821.1k $37.0k $37.0k 0.01% Unchanged
79 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 20,38020.4k $36.1k $36.1k 0.00% Reduced -303 -303
80 49 WEALTH MANAGEMENT, LLC 0.01% of their portfolio AUSTIN, TX 19,96020.0k $35.3k $35.3k 0.01% Reduced -8.4k -8,450
81 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 19,73319.7k $34.9k $34.9k 0.00% Reduced -212 -212
82 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.00% of their portfolio DUBLIN 2, L2 19,24419.2k $34.1k $34.1k 0.00% Added +120 +120
83 LAZARI CAPITAL MANAGEMENT, INC. 0.01% of their portfolio WOODLAND HILLS, CA 18,72018.7k $33.1k $33.1k 0.01% Reduced -2.5k -2,500
84 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,22418.2k $32.3k $32.3k 0.00% Reduced -1.6k -1,579
85 James J. Burns & Company, LLC 0.01% of their portfolio MELVILLE, NY 16,00016.0k $28.0k $28.0k 0.01% Unchanged
86 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 15,67415.7k $27.7k $27.7k 0.00% New
87 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 15,16615.2k $26.8k $26.8k 0.00% Unchanged
88 Chicago Partners Investment Group LLC 0.00% of their portfolio CHICAGO, IL 15,03615.0k $25.0k $25.0k 0.00% Reduced -163 -163
89 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,83414.8k $26.3k $26.3k 0.00% Added +4.8k +4,830
90 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 14,22914.2k $25.2k $25.2k 0.00% Reduced -12.8k -12,782
91 Sound View Wealth Advisors Group, LLC 0.00% of their portfolio SAVANNAH, GA 13,50013.5k $23.9k $23.9k 0.00% Added +1.0k +1,000
92 Core Wealth Partners LLC 0.01% of their portfolio SANTA ROSA, CA 13,40013.4k $23.7k $23.7k 0.01% Unchanged
93 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,03713.0k $23.1k $23.1k 0.00% Unchanged
94 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 12,88712.9k $22.8k $22.8k 0.00% Reduced -1.7k -1,679
95 Clear Harbor Asset Management, LLC 0.00% of their portfolio Stamford, CT 12,33512.3k $21.8k $21.8k 0.00% Unchanged
96 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 12,17912.2k $21.0k $21.0k 0.00% Reduced -13.1k -13,132
97 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 12,00012.0k $21.2k $21.2k 0.00% Unchanged
98 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,00012.0k $21.2k $21.2k 0.00% Reduced -15.0k -15,037
99 Palumbo Wealth Management LLC 0.01% of their portfolio GREAT NECK, NY 11,68211.7k $20.7k $20.7k 0.01% New
100 Flagship Private Wealth, LLC 0.01% of their portfolio Woburn, MA 11,65311.7k $20.6k $20.6k 0.01% Unchanged