Vault-13

8X8 INC NEW EGHT

COM · Common Stock · CUSIP 282914100

American provider of Voice over IP products

152 institutional holders +10 vs Q3 2024
107,837,234107.8m shares reported held*
81.9% of all shares outstanding*
$287.9mreported value*
23 new 62 added 35 reduced 18 sold out net sold ≈ $329.4k (-123.3k 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 ($5.7m this quarter). Holder counts are more reliable. Shares outstanding: 131.7m as of 2025-01-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $2.67. Options: 4 managers hold calls ($41.7k notional), 0 hold puts (—).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 204Q4 22: 214Q1 23: 222Q2 23: 190Q3 23: 173Q4 23: 164Q1 24: 152Q2 24: 149Q3 24: 142Q4 24: 152152Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022204
Q4 2022214
Q1 2023222
Q2 2023190
Q3 2023173
Q4 2023164
Q1 2024152
Q2 2024149
Q3 2024142
Q4 2024152

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 23: 106 bought or addedQ1 23: 108 cut or sold outQ2 23: 86 bought or addedQ2 23: 124 cut or sold outQ2 23Q3 23: 76 bought or addedQ3 23: 113 cut or sold outQ4 23: 82 bought or addedQ4 23: 97 cut or sold outQ4 23Q1 24: 74 bought or addedQ1 24: 84 cut or sold outQ2 24: 70 bought or addedQ2 24: 89 cut or sold outQ2 24Q3 24: 64 bought or addedQ3 24: 73 cut or sold outQ4 24: 85 bought or addedQ4 24: 53 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023106108
Q2 202386124
Q3 202376113
Q4 20238297
Q1 20247484
Q2 20247089
Q3 20246473
Q4 20248553

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ1 24 calls: $31.9kQ1 24 puts: $489.2kQ1 24P/C 15.36Q2 24 calls: $33.0kQ2 24 puts: $275.5kQ2 24P/C 8.36Q3 24 calls: $20.8kQ3 24 puts: $34.9kQ3 24P/C 1.67Q4 24 calls: $41.7kQ4 24 puts: $0Q4 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2024$31.9k$489.2k15.36
Q2 2024$33.0k$275.5k8.36
Q3 2024$20.8k$34.9k1.67
Q4 2024$41.7k$00.00

Biggest buyers

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +796,293+796.3k
MACKENZIE FINANCIAL CORP Added +590,924+590.9k
STATE STREET CORP Added +582,863+582.9k
CITADEL ADVISORS LLC Added +532,556+532.6k
RENAISSANCE TECHNOLOGIES LLC Added +404,077+404.1k
BlackRock, Inc. Added +391,862+391.9k
TWO SIGMA ADVISERS, LP Added +343,400+343.4k
TWO SIGMA INVESTMENTS, LP Added +334,348+334.3k
Boston Partners Added +252,083+252.1k
BANK OF AMERICA CORP /DE/ Added +249,798+249.8k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,122,585-1.1m
MORGAN STANLEY Reduced -721,949-721.9k
Impax Asset Management Group plc Reduced -693,434-693.4k
Russell Investments Group, Ltd. Reduced -395,797-395.8k
MARSHALL WACE, LLP Reduced -360,071-360.1k
VOYA INVESTMENT MANAGEMENT LLC Reduced -343,736-343.7k
Invenomic Capital Management LP Reduced -340,949-340.9k
VANGUARD GROUP INC Reduced -307,475-307.5k
S SQUARED TECHNOLOGY, LLC Reduced -200,000-200.0k
ArrowMark Colorado Holdings LLC Reduced -195,158-195.2k

Biggest calls

CITADEL ADVISORS LLC Added $17.1k6.4k shares
SIMPLEX TRADING, LLC Added $15.0k5.8k shares
GROUP ONE TRADING LLC Added $9.6k3.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

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, Inc. 13G · institution filed 2025-04-17 7.0% 9.2m≈ $15.7m 2025-04-17
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-27 5.4% new 7.5m≈ $12.8m 2026-04-27

Fell to 5% or below in the last year: Boston Partners (4.8%, 2026-05-14), SYLEBRA CAPITAL LLC (4.8%, 2026-04-16), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), BANK OF AMERICA CORP /DE/ (4.3%, 2025-11-14)

Insider purchases and sales in Q4 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
10010Q1 23: 0 buyingQ1 23: 4 sellingQ2 23: 0 buyingQ2 23: 4 sellingQ2 23Q3 23: 0 buyingQ3 23: 6 sellingQ4 23: 0 buyingQ4 23: 5 sellingQ4 23Q1 24: 0 buyingQ1 24: 5 sellingQ2 24: 0 buyingQ2 24: 5 sellingQ2 24Q3 24: 0 buyingQ3 24: 7 sellingQ4 24: 0 buyingQ4 24: 4 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20230—4$282.4k$19.0k
Q2 20230—4$583.5k$30.7k
Q3 20230—6$379.4k$153.0k
Q4 20230—5$301.9k$206.7k
Q1 20240—5$176.4k$89.1k
Q2 20240—5$355.5k$18.4k
Q3 20240—7$221.4k$78.1k
Q4 20240—4$134.3k$119.1k
DateInsiderTradeSharesPrice ValueTheir holding
2024-12-16 Kraus Kevin Chief Financial Officer Sold plan 1,000 $2.65 $2.6k1.0k shares -<1%
2024-12-12 Burton Andrew F. Director Sold plan 1,980 $3.14 $6.2k2.0k shares -2%
2024-11-22 Denny Laurence Chief Legal Officer Sold plan 23,773 $3.01 $71.6k23.8k shares -9%
2024-11-21 Denny Laurence Chief Legal Officer Sold plan 11,227 $3.00 $33.7k11.2k shares -4%
2024-11-15 Kraus Kevin Chief Financial Officer Sold plan 1,000 $2.89 $2.9k1.0k shares -<1%
2024-10-16 Seandel Suzy M Chief Accounting Officer Sold 7,333 $2.08 $15.3k7.3k shares -2%
2024-10-15 Kraus Kevin Chief Financial Officer Sold plan 1,000 $2.10 $2.1k1.0k 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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SYLEBRA CAPITAL LLC 1.44% of their portfolio PALO ALTO, CA 14,389,47614.4m $38.4m $38.4m 1.44% Unchanged
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 12,615,99312.6m $33.7m $33.7m 0.00% Reduced -307.5k -307,475
3 ArrowMark Colorado Holdings LLC 0.41% of their portfolio Denver, CO 11,530,13311.5m $30.8m $30.8m 0.41% Reduced -195.2k -195,158
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 11,319,15211.3m $30.2m $30.2m 0.00% Added +391.9k +391,862
5 Boston Partners 0.02% of their portfolio BOSTON, MA 6,644,8566.6m $17.7m $17.7m 0.02% Added +252.1k +252,083
6 Invenomic Capital Management LP 0.78% of their portfolio BOSTON, MA 5,187,5485.2m $13.9m $13.9m 0.78% Reduced -340.9k -340,949
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,795,1503.8m $10.1m $10.1m 0.00% Added +249.8k +249,798
8 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 3,231,8763.2m $8.6m $8.6m 0.01% Reduced -395.8k -395,797
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 3,024,3223.0m $8.1m $8.1m 0.00% Added +41.9k +41,929
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,959,0553.0m $7.9m $7.9m 0.00% Added +582.9k +582,863
11 Impax Asset Management Group plc 0.02% of their portfolio LONDON, X0 2,000,0002.0m $5.3m $5.3m 0.02% Reduced -693.4k -693,434
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,866,8091.9m $5.0m $5.0m 0.00% Reduced -1.1m -1,122,585
13 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 1,772,8441.8m $4.7m $4.7m 0.01% Added +81.8k +81,843
14 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 1,754,2691.8m $4.7m $4.7m 0.00% Added +22.6k +22,638
15 FMR LLC 0.00% of their portfolio BOSTON, MA 1,715,0841.7m $4.6m $4.6m 0.00% Added +115.0k +114,972
16 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 1,619,4101.6m $4.3m $4.3m 0.01% Added +142.6k +142,616
17 S SQUARED TECHNOLOGY, LLC 1.57% of their portfolio RYE, NY 1,419,0421.4m $3.8m $3.8m 1.57% Reduced -200.0k -200,000
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 1,418,7431.4m $3.8m $3.8m 0.00% Added +80.0k +80,042
19 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 1,218,7581.2m $3.3m $3.3m 0.01% Added +343.4k +343,400
20 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,198,5121.2m $3.2m $3.2m 0.00% Reduced -2.9k -2,938
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,072,9871.1m $2.9m $2.9m 0.00% Added +46.5k +46,481
22 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 1,014,0481.0m $2.7m $2.7m 0.01% Added +334.3k +334,348
23 Crestline Management, L.P. 0.09% of their portfolio FORT WORTH, TX 998,380998.4k $2.7m $2.7m 0.09% Unchanged
24 BRC Group Holdings, Inc. 2.00% of their portfolio LOS ANGELES, CA 893,512893.5k $2.4m $2.4m 2.00% Reduced -85.5k -85,484
25 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 881,580881.6k $2.4m $2.4m 0.00% Reduced -343.7k -343,736
26 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 798,267798.3k $2.1m $2.1m 0.01% Added +118.7k +118,686
27 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 796,293796.3k $2.1m $2.1m 0.00% New
28 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 790,010790.0k $2.1m $2.1m 0.00% Added +532.6k +532,556
29 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 717,156717.2k $1.8m $1.8m 0.00% Added +590.9k +590,924
30 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 623,453623.5k $1.7m $1.7m 0.00% Added +9.1k +9,114
31 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 598,563598.6k $1.6m $1.6m 0.00% Reduced -118.0k -117,959
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 567,438567.4k $1.5m $1.5m 0.00% Reduced -721.9k -721,949
33 COOPER CREEK PARTNERS MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 515,606515.6k $1.4m $1.4m 0.04% Unchanged
34 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 460,888460.9k $1.2m $1.2m 0.00% Reduced -5.3k -5,346
35 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 440,777440.8k $1.2m $1.2m 0.00% Added +404.1k +404,077
36 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 436,561436.6k $1.2m $1.2m 0.00% Reduced -360.1k -360,071
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 425,358425.4k $1.1m $1.1m 0.00% Reduced -77.0k -76,993
38 Mayflower Financial Advisors, LLC 0.15% of their portfolio BOSTON, MA 382,721382.7k $1.0m $1.0m 0.15% Unchanged
39 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 366,376366.4k $978.2k $978.2k 0.00% Added +14.0k +14,022
40 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 339,540339.5k $906.6k $906.6k 0.00% Reduced -65.6k -65,600
41 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 319,315319.3k $852.6k $852.6k 0.00% Unchanged
42 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 281,757281.8k $752.3k $752.3k 0.00% Added +35.2k +35,217
43 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 280,000280.0k $747.6k $747.6k 0.02% Added +50.0k +50,000
44 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 272,402272.4k $727.0k $727.0k 0.00% Added +222 +222
45 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 266,660266.7k $712.0k $712.0k 0.00% Reduced -9.0k -9,047
46 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio BALA CYNWYD, PA 262,992263.0k $702.2k $702.2k 0.01% First filing
47 State of Wyoming 0.09% of their portfolio CHEYENNE, WY 250,725250.7k $669.4k $669.4k 0.09% Added +98.4k +98,425
48 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 235,350235.3k $628.4k $628.4k 0.00% Added +19.2k +19,227
49 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 220,494220.5k $588.7k $588.7k 0.00% Added +36.1k +36,067
50 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 218,401218.4k $583.1k $583.1k 0.00% Added +24.4k +24,426
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 211,564211.6k $564.9k $564.9k 0.00% Added +141.8k +141,791
52 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 189,890189.9k $507.0k $507.0k 0.00% Unchanged
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 171,837171.8k $458.8k $458.8k 0.00% Added +149.1k +149,054
54 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 165,380165.4k $441.6k $441.6k 0.00% Added +8.1k +8,100
55 XTX Topco Ltd 0.04% of their portfolio LONDON, X0 160,525160.5k $428.6k $428.6k 0.04% Added +30.0k +30,035
56 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 136,926136.9k $365.6k $365.6k 0.00% Added +34.0k +34,012
57 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 114,424114.4k $305.5k $305.5k 0.00% New
58 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 108,183108.2k $288.8k $288.8k 0.00% Unchanged
59 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 106,993107.0k $286.0k $286.0k 0.00% Reduced -36.0k -35,992
60 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 102,459102.5k $273.6k $273.6k 0.00% Added +10.1k +10,091
61 Integrated Quantitative Investments LLC 0.13% of their portfolio BELLEVUE, WA 101,988102.0k $272.3k $272.3k 0.13% First filing
62 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 94,17194.2k $276.9k $276.9k 0.00% Added +95 +95
63 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 85,32185.3k $232.5k $232.5k 0.00% Added +9.7k +9,723
64 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 78,68578.7k $210.1k $210.1k 0.00% Added +63.9k +63,857
65 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 76,91176.9k $205.4k $205.4k 0.00% Reduced -71.3k -71,290
66 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 76,85476.9k $205.2k $205.2k 0.00% Added +48.3k +48,280
67 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 73,13373.1k $195.3k $195.3k 0.00% Added +9.1k +9,093
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 65,13765.1k $173.9k $173.9k 0.00% Added +20.4k +20,371
69 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 63,55363.6k $169.7k $169.7k 0.00% Reduced -4.8k -4,798
70 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 61,05061.0k $163.0k $163.0k 0.00% Added +17.3k +17,259
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 59,87159.9k $159.9k $159.9k 0.00% Reduced -799 -799
72 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 54,03954.0k $144.3k $144.3k 0.00% First filing
73 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 46,23046.2k $123.4k $123.4k 0.00% Reduced -30.0k -30,043
74 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 45,81145.8k $122.3k $122.3k 0.00% Added +370 +370
75 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 44,10844.1k $117.8k $117.8k 0.00% Unchanged
76 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 42,51642.5k $113.5k $113.5k 0.00% Added +4.3k +4,271
77 Man Group plc 0.00% of their portfolio LONDON, X0 42,38842.4k $113.2k $113.2k 0.00% New
78 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 42,11842.1k $112.5k $112.5k 0.00% Added +1.8k +1,776
79 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 41,47941.5k $110.7k $110.7k 0.00% Added +17.2k +17,223
80 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 38,38038.4k $102.5k $102.5k 0.00% Unchanged
81 CWM, LLC 0.00% of their portfolio OMAHA, NE 38,12738.1k $102.0k $102.0k 0.00% Added +11.0k +10,963
82 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 36,82236.8k $98.3k $98.3k 0.00% Added +2.7k +2,666
83 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 36,00036.0k $96.1k $96.1k 0.00% Added +11.8k +11,846
84 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 31,81731.8k $85.0k $85.0k 0.00% New
85 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 29,48629.5k $78.7k $78.7k 0.00% Reduced -135.6k -135,631
86 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 28,23928.2k $72.9k $72.9k 0.00% Added +3.0k +2,983
87 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 27,98028.0k $74.7k $74.7k 0.00% Added +13.2k +13,184
88 Heron Bay Capital Management 0.01% of their portfolio BLOOMFIELD HILLS, MI 25,75225.8k $68.8k $68.8k 0.01% New
89 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 25,67525.7k $68.6k $68.6k 0.00% New
90 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 25,28025.3k $67.5k $67.5k 0.00% First filing
91 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 25,09025.1k $67.0k $67.0k 0.00% Reduced -4.6k -4,567
92 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 24,78524.8k $66.2k $66.2k 0.00% New
93 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 23,45423.5k $62.6k $62.6k 0.00% Reduced -99.1k -99,056
94 Williams & Novak, LLC 0.06% of their portfolio WESTLAKE VILLAGE, CA 22,87522.9k $61.1k $61.1k 0.06% Added +525 +525
95 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 21,98022.0k $58.7k $58.7k 0.00% Added +1.9k +1,851
96 Independent Solutions Wealth Management, LLC 0.01% of their portfolio Williamsville, NY 20,84520.8k $55.7k $55.7k 0.01% Added +2.0k +2,000
97 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 19,77319.8k $55.2k $55.2k 0.00% Reduced -22.8k -22,799
98 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 19,15119.2k $51.1k $51.1k 0.00% New
99 BlueSky Wealth Advisors, LLC 0.01% of their portfolio New Bern, NC 18,78818.8k $50.2k $50.2k 0.01% Unchanged
100 TWO SIGMA SECURITIES, LLC 0.01% of their portfolio NEW YORK, NY 18,44818.4k $49.3k $49.3k 0.01% Reduced -2.1k -2,121