Vault-13

DOMO INC HUCK

COM CL B · Common Stock · CUSIP 257554105 · ISIN US2575541055

American computer software company

109 institutional holders -20 vs Q1 2026
25,873,93325.9m shares reported held*
$81.0mreported value*
24 new 46 added 22 reduced 43 sold out net sold ≈ $12.6m (-4.0m 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 ($12.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.13. Options: 15 managers hold calls ($34.2m notional), 6 hold puts ($1.8m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 144Q4 22: 154Q1 23: 146Q2 23: 137Q3 23: 132Q4 23: 139Q1 24: 130Q2 24: 117Q3 24: 111Q4 24: 117Q1 25: 121Q2 25: 133Q3 25: 143Q4 25: 130Q1 26: 129Q2 26: 109109Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022144
Q4 2022154
Q1 2023146
Q2 2023137
Q3 2023132
Q4 2023139
Q1 2024130
Q2 2024117
Q3 2024111
Q4 2024117
Q1 2025121
Q2 2025133
Q3 2025143
Q4 2025130
Q1 2026129
Q2 2026109

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 45 bought or addedQ3 24: 59 cut or sold outQ4 24: 51 bought or addedQ4 24: 56 cut or sold outQ4 24Q1 25: 56 bought or addedQ1 25: 55 cut or sold outQ2 25: 89 bought or addedQ2 25: 41 cut or sold outQ2 25Q3 25: 69 bought or addedQ3 25: 66 cut or sold outQ4 25: 63 bought or addedQ4 25: 75 cut or sold outQ4 25Q1 26: 85 bought or addedQ1 26: 60 cut or sold outQ2 26: 70 bought or addedQ2 26: 65 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244559
Q4 20245156
Q1 20255655
Q2 20258941
Q3 20256966
Q4 20256375
Q1 20268560
Q2 20267065

Calls vs puts

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

CallsPuts
$0$10m$20m$30m$40mQ3 25 calls: $19.8mQ3 25 puts: $9.3mQ3 25P/C 0.47Q4 25 calls: $19.9mQ4 25 puts: $9.5mQ4 25P/C 0.48Q1 26 calls: $2.6mQ1 26 puts: $252.1kQ1 26P/C 0.10Q2 26 calls: $34.2mQ2 26 puts: $1.8mQ2 26P/C 0.05
Numbers
QuarterCallsPutsP/C
Q3 2025$19.8m$9.3m0.47
Q4 2025$19.9m$9.5m0.48
Q1 2026$2.6m$252.1k0.10
Q2 2026$34.2m$1.8m0.05

Biggest buyers

BlackRock, Inc. Added +2,867,371+2.9m
JANE STREET GROUP, LLC Added +428,910+428.9k
XTX Topco Ltd Added +326,062+326.1k
IMC-Chicago, LLC Added +318,831+318.8k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +293,925+293.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +261,153+261.2k
Rangeley Capital, LLC Added +250,000+250.0k
VANGUARD CAPITAL MANAGEMENT LLC Added +231,680+231.7k
AQR CAPITAL MANAGEMENT LLC Added +218,245+218.2k
GEODE CAPITAL MANAGEMENT, LLC Added +207,972+208.0k

Biggest sellers

RPD Fund Management LLC Sold out -4,613,726-4.6m
PRELUDE CAPITAL MANAGEMENT, LLC Sold out -1,105,800-1.1m
JACOBS LEVY EQUITY MANAGEMENT, INC Sold out -998,593-998.6k
Point72 Asset Management, L.P. Sold out -577,636-577.6k
MORGAN STANLEY Reduced -465,675-465.7k
J. Goldman & Co LP Sold out -464,199-464.2k
GOLDMAN SACHS GROUP INC Reduced -348,973-349.0k
KENNEDY CAPITAL MANAGEMENT LLC Sold out -257,337-257.3k
MARSHALL WACE, LLP Sold out -241,021-241.0k
Portolan Capital Management, LLC Sold out -197,104-197.1k

Biggest calls

AIGH Capital Management LLC New $9.0m2.9m shares
CITADEL ADVISORS LLC Added $7.0m2.2m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.5m1.7m shares
JANE STREET GROUP, LLC Added $3.1m999.4k shares
SIMPLEX TRADING, LLC Added $2.8m903.4k shares
GROUP ONE TRADING LLC Added $2.5m810.8k shares
Veradace Capital Management LLC Added $1.4m443.0k shares
Centiva Capital, LP New $1.3m400.0k shares
IMC-Chicago, LLC Reduced $919.0k293.6k shares
Caption Management, LLC New $367.1k117.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $555.6k177.5k shares
IMC-Chicago, LLC New $430.1k137.4k shares
GROUP ONE TRADING LLC Added $356.2k113.8k shares
SIMPLEX TRADING, LLC Added $271.4k86.7k shares
CITADEL ADVISORS LLC Added $227.2k72.6k shares
Walleye Capital LLC Reduced $5.6k1.8k 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
BlackRock Portfolio Management LLC 13G · institution +6.3 pts · filed 2026-07-08 11.5% +6.3 pts 5.0m≈ $15.5m 2026-07-08
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 8.4% new 3.3m≈ $10.2m 2026-04-29
BlackRock, Inc. 13G · institution filed 2025-02-07 6.8% 2.4m≈ $7.6m 2025-02-07
Citadel Securities GP LLC 13G · institution new · filed 2026-08-14 5.7% new 2.4m≈ $7.4m 2026-08-14
SUSQUEHANNA SECURITIES, LLC 13G · institution new · filed 2026-08-14 5.2% new 2.2m≈ $6.9m 2026-08-14

Fell to 5% or below in the last year: HIRSCHMAN ORIN (0.0%, 2026-10-19), RPD Fund Management LLC (0.6%, 2026-06-18), Portolan Capital Management, LLC (0.5%, 2026-05-15), Capital Research Global Investors (0.0%, 2026-05-14), AMERIPRISE FINANCIAL INC (0.0%, 2026-04-08), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales since 1 Apr 2026

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 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 1 sellingQ1 25Q2 25: 2 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 1 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 3 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—1$207.8k—
Q2 20252$1.4m0——
Q3 20250—0——
Q4 20250—1$4.2m—
Q1 20260—0——
Q2 20260—3$516.3k—
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-06-24 James Joshua G Founder and CEO, director Sold 96,088 $2.38 $228.7k96.1k shares -6%
2026-06-24 Crane Tod Chief Financial Officer Sold 68,483 $2.38 $163.0k68.5k shares -20%
2026-06-24 Thayne Daren CTO & EVP of Product Sold 52,365 $2.38 $124.6k52.4k shares -10%
2026-06-01 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Sold 39,034 $4.46 $174.1k39.0k shares -1%
2026-05-29 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Sold 38,583 $4.12 $159.0k38.6k shares -1%
2026-05-28 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Sold 23,869 $3.84 $91.7k23.9k shares -1%
2026-05-27 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Sold 27,439 $3.71 $101.8k27.4k shares -1%
2026-05-26 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Sold 15,828 $3.68 $58.2k15.8k shares -<1%
2026-05-22 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Sold 11,837 $3.65 $43.2k11.8k shares -<1%
2026-05-20 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Sold 20,870 $3.56 $74.3k20.9k shares -0%
2026-05-19 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Sold 32,955 $3.79 $124.9k33.0k shares -1%
2026-05-18 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Sold 16,628 $3.66 $60.9k16.6k shares -<1%
2026-05-15 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Sold 22,683 $3.49 $79.2k22.7k shares -0%
2026-04-13 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Sold 1,100,900 $2.56 $2.8m1.1m shares -100%
2026-04-13 OKUMUS AHMET H +2 See Footnote (1) · See footnotes Bought 924,709 $2.57 $2.4m924.7k shares +26%

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 6,379,4336.4m $20.0m $20.0m 0.00% Added +2.9m +2,867,371
2 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 3,516,6643.5m $11.0m $11.0m 0.00% Added +293.9k +293,925
3 Veradace Capital Management LLC 5.20% of their portfolio DALLAS, TX 2,102,1852.1m $6.6m $6.6m 5.20% Added +122.5k +122,519
4 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 1,681,6961.7m $5.3m $5.3m 0.01% Added +146.3k +146,339
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,642,7151.6m $5.1m $5.1m 0.00% Added +231.7k +231,680
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,223,1621.2m $3.8m $3.8m 0.00% Reduced -349.0k -348,973
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 970,620970.6k $3.0m $3.0m 0.00% Added +208.0k +207,972
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 810,196810.2k $2.5m $2.5m 0.00% Reduced -118.0k -117,969
9 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 590,095590.1k $1.8m $1.8m 0.00% Added +428.9k +428,910
10 FMR LLC 0.00% of their portfolio BOSTON, MA 582,607582.6k $1.8m $1.8m 0.00% Added +56.3k +56,290
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 438,712438.7k $1.4m $1.4m 0.00% Added +261.2k +261,153
12 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 408,829408.8k $1.3m $1.3m 0.00% Added +218.2k +218,245
13 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 400,262400.3k $1.3m $1.3m 0.01% Added +318.8k +318,831
14 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 363,553363.6k $1.1m $1.1m 0.01% Added +326.1k +326,062
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 309,204309.2k $967.8k $967.8k 0.00% Added +21.0k +21,046
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 296,643296.6k $928.5k $928.5k 0.00% Reduced -76.9k -76,888
17 Rangeley Capital, LLC 0.80% of their portfolio NEW CANAAN, CT 276,000276.0k $863.9k $863.9k 0.80% Added +250.0k +250,000
18 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 257,224257.2k $805.1k $805.1k 0.00% Added +27.9k +27,862
19 Firsthand Capital Management, Inc. 1.25% of their portfolio SAN JOSE, CA 250,000250.0k $782.5k $782.5k 1.25% Unchanged
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 249,425249.4k $780.7k $780.7k 0.00% Reduced -465.7k -465,675
21 Palogic Value Management, L.P. 0.27% of their portfolio DALLAS, TX 244,265244.3k $764.5k $764.5k 0.27% Added +50.3k +50,265
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 218,236218.2k $683.1k $683.1k 0.00% Reduced -43.0k -42,958
23 SIMPLEX TRADING, LLC 0.01% of their portfolio CHICAGO, IL 178,693178.7k $559.3k $559.3k 0.01% Added +159.8k +159,790
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 150,261150.3k $470.3k $470.3k 0.00% Reduced -67.1k -67,111
25 Creek Drive Management Group LLC 0.29% of their portfolio SAN FRANCISCO, CA 150,000150.0k $469.5k $469.5k 0.29% New
26 GROUP ONE TRADING LLC 0.01% of their portfolio CHICAGO, IL 137,140137.1k $429.2k $429.2k 0.01% New
27 Covestor Ltd 0.22% of their portfolio LONDON, X0 122,254122.3k $382.0k $382.0k 0.22% Added +52.9k +52,872
28 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 122,091122.1k $382.1k $382.1k 0.00% Added +77.3k +77,349
29 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 118,070118.1k $369.6k $369.6k 0.00% Added +19.5k +19,507
30 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 106,717106.7k $334.0k $334.0k 0.00% Added +14.6k +14,637
31 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 106,611106.6k $334.0k $334.0k 0.00% Added +31.0k +30,995
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 97,59797.6k $305.5k $305.5k 0.00% Reduced -2.3k -2,253
33 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 97,20297.2k $304.2k $304.2k 0.00% Added +89.9k +89,862
34 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 87,54987.5k $274.0k $274.0k 0.00% Added +55.7k +55,709
35 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 74,04174.0k $231.7k $231.7k 0.00% Added +35.3k +35,309
36 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 70,93370.9k $218.5k $218.5k 0.00% Added +36.5k +36,550
37 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 69,88769.9k $218.0k $218.0k 0.00% New
38 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 64,40264.4k $201.6k $201.6k 0.00% Unchanged
39 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 62,67862.7k $196.2k $196.2k 0.00% Reduced -29.1k -29,072
40 Diversify Advisory Services, LLC 0.00% of their portfolio SANDY, UT 62,34062.3k $222.6k $222.6k 0.00% New
41 DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% of their portfolio SANDY, UT 62,34062.3k $222.6k $222.6k 0.00% Added +13.4k +13,408
42 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 61,00061.0k $190.9k $190.9k 0.00% Reduced -60.0k -60,000
43 Rockwood Wealth Management, LLC 0.01% of their portfolio New Hope, PA 54,22654.2k $169.7k $169.7k 0.01% Reduced -1 -1
44 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 53,63653.6k $167.9k $167.9k 0.00% New
45 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 52,63852.6k $164.8k $164.8k 0.00% Reduced -2.4k -2,410
46 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 41,83241.8k $130.9k $130.9k 0.00% Added +865 +865
47 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 41,82641.8k $130.9k $130.9k 0.00% Reduced -36.6k -36,648
48 Jain Global LLC 0.00% of their portfolio NEW YORK, NY 36,89636.9k $115.5k $115.5k 0.00% New
49 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 36,07636.1k $112.9k $112.9k 0.00% New
50 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 34,60934.6k $108.3k $108.3k 0.00% New
51 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 33,53333.5k $105.0k $105.0k 0.00% Added +20.7k +20,692
52 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 28,49028.5k $87.2k $87.2k 0.00% Unchanged
53 JBF Capital, Inc. 0.01% of their portfolio Aspen, CO 23,35723.4k $73.1k $73.1k 0.01% New
54 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 22,12522.1k $69.3k $69.3k 0.00% Added +20.2k +20,215
55 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 18,83118.8k $58.9k $58.9k 0.00% Reduced -27.9k -27,885
56 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 17,52117.5k $54.8k $54.8k 0.00% Added +1.6k +1,582
57 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,98816.0k $45.6k $45.6k 0.00% Reduced -6.9k -6,857
58 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 14,94414.9k $46.8k $46.8k 0.00% Reduced -181 -181
59 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 14,52014.5k $45.4k $45.4k 0.00% Added +1.4k +1,365
60 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 13,90113.9k $43.5k $43.5k 0.00% Unchanged
61 Crewe Advisors LLC 0.00% of their portfolio SALT LAKE CITY, UT 12,79912.8k $40.1k $40.1k 0.00% Unchanged
62 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,93511.9k $37.4k $37.4k 0.00% Added +1.6k +1,616
63 Belvedere Trading LLC 0.00% of their portfolio CHICAGO, IL 11,84611.8k $37.1k $37.1k 0.00% New
64 Andina Capital Management, LLC 0.05% of their portfolio LOGAN, UT 10,00010.0k $31.3k $31.3k 0.05% Unchanged
65 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 9,0309.0k $28.3k $28.3k 0.00% Added +3.0k +2,953
66 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 8,5738.6k $26.8k $26.8k 0.00% Unchanged
67 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 8,5498.5k $26.8k $26.8k 0.00% Unchanged
68 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 7,1007.1k $22.2k $22.2k 0.00% Added +4.1k +4,132
69 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 3,0753.1k $9.6k $9.6k 0.00% Unchanged
70 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 3,0233.0k $9.5k $9.5k 0.00% Unchanged
71 Legal & General Group Plc 0.00% of their portfolio London, X0 2,9192.9k $9.2k $9.2k 0.00% Unchanged
72 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,7452.7k $8.6k $8.6k 0.00% Added +2.5k +2,496
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,6212.6k $9.0k $9.0k 0.00% Added +2.6k +2,584
74 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 2,1442.1k $6.7k $6.7k 0.00% Added +13 +13
75 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,1172.1k $6.6k $6.6k 0.00% Unchanged
76 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 1,5911.6k $4.0k $4.0k 0.00% Unchanged
77 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,2451.2k $3.9k $3.9k 0.00% Added +295 +295
78 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 999999 $3.1k $3.1k 0.00% New
79 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 737737 $2.3k $2.3k 0.00% Reduced -246 -246
80 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 686686 $2.1k $2.1k 0.00% New
81 Bullock Wealth Management Group 0.00% of their portfolio BLOOMINGTON, IN 618618 $2.1k $2.1k 0.00% First filing
82 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 561561 $1.8k $1.8k 0.00% Added +462 +462
83 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 485485 $1.5k $1.5k 0.00% Added +153 +153
84 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 482482 $1.5k $1.5k 0.00% New
85 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 478478 $1.5k $1.5k 0.00% Reduced -1.3k -1,340
86 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 442442 $1.4k $1.4k 0.00% Added +329 +329
87 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 297297 $930 $930 0.00% Reduced -192 -192
88 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 285285 $892 $892 0.00% New
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 278278 $862 $862 0.00% Reduced -194 -194
90 Basecamp Wealth Advisors LLC 0.00% of their portfolio BELLEVUE, WA 264264 $826 $826 0.00% Added +149 +149
91 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 201201 $629 $629 0.00% Added +112 +112
92 Bare Financial Services, Inc 0.00% of their portfolio GAP, PA 182182 $570 $570 0.00% New
93 Rialto Wealth Management, LLC 0.00% of their portfolio SYRACUSE, NY 175175 $548 $548 0.00% New
94 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 170170 $0 $0 0.00% New
95 CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio SAUSALITO, CA 157157 $491 $491 0.00% Unchanged
96 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 155155 $486 $486 0.00% New
97 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 143143 $448 $448 0.00% Unchanged
98 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 126126 $395 $395 0.00% Reduced -317 -317
99 Walleye Trading LLC 0.00% of their portfolio NEW YORK, NY 106106 $332 $332 0.00% New
100 Ritter Daniher Financial Advisory LLC / DE 0.00% of their portfolio CINCINNATI, OH 5050 $157 $157 0.00% New