Vault-13

GENESIS ENERGY L P GEL

UNIT LTD PARTN · MLP · CUSIP 371927104

115 institutional holders +5 vs Q1 2024
88,734,75188.7m shares reported held*
$1.3bnreported value*
13 new 33 added 37 reduced 10 sold out net sold ≈ $122.6m (-8.7m 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 ≈ $14.31. Options: 8 managers hold calls ($8.5m notional), 8 hold puts ($5.8m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 115Q4 22: 109Q1 23: 112Q2 23: 113Q3 23: 111Q4 23: 105Q1 24: 110Q2 24: 115115Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022115
Q4 2022109
Q1 2023112
Q2 2023113
Q3 2023111
Q4 2023105
Q1 2024110
Q2 2024115

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 52 bought or addedQ4 22: 41 cut or sold outQ4 22Q1 23: 49 bought or addedQ1 23: 39 cut or sold outQ2 23: 52 bought or addedQ2 23: 37 cut or sold outQ2 23Q3 23: 53 bought or addedQ3 23: 35 cut or sold outQ4 23: 45 bought or addedQ4 23: 35 cut or sold outQ4 23Q1 24: 43 bought or addedQ1 24: 37 cut or sold outQ2 24: 46 bought or addedQ2 24: 47 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225241
Q1 20234939
Q2 20235237
Q3 20235335
Q4 20234535
Q1 20244337
Q2 20244647

Calls vs puts

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

CallsPuts
$0$2.5m$5m$7.5m$10mQ3 23 calls: $2.2mQ3 23 puts: $5.5mQ3 23P/C 2.49Q4 23 calls: $2.7mQ4 23 puts: $3.8mQ4 23P/C 1.42Q1 24 calls: $3.2mQ1 24 puts: $3.9mQ1 24P/C 1.20Q2 24 calls: $8.5mQ2 24 puts: $5.8mQ2 24P/C 0.68
Numbers
QuarterCallsPutsP/C
Q3 2023$2.2m$5.5m2.49
Q4 2023$2.7m$3.8m1.42
Q1 2024$3.2m$3.9m1.20
Q2 2024$8.5m$5.8m0.68

Biggest buyers

Creative Planning New +3,046,191+3.0m
Jefferies Financial Group Inc. New +826,627+826.6k
BANK OF AMERICA CORP /DE/ Added +764,668+764.7k
ING GROEP NV Added +605,000+605.0k
GOLDMAN SACHS GROUP INC Added +437,817+437.8k
ALPS ADVISORS INC Added +310,839+310.8k
CHICKASAW CAPITAL MANAGEMENT LLC Added +262,784+262.8k
BARCLAYS PLC Added +237,517+237.5k
HRT FINANCIAL LP Added +237,161+237.2k
BNP PARIBAS FINANCIAL MARKETS Added +111,245+111.2k

Biggest sellers

Mirae Asset Global Investments Co., Ltd. Sold out -6,020,276-6.0m
MORGAN STANLEY Reduced -4,742,798-4.7m
JPMORGAN CHASE & CO Reduced -2,425,890-2.4m
WESTWOOD HOLDINGS GROUP INC Reduced -695,329-695.3k
TORTOISE CAPITAL ADVISORS, L.L.C. Reduced -465,248-465.2k
UBS Group AG Reduced -410,300-410.3k
RR Advisors, LLC Reduced -353,000-353.0k
Tejara Capital Ltd Sold out -184,384-184.4k
CITIGROUP INC Reduced -181,853-181.9k
Texas Capital Bancshares Inc/TX Reduced -100,000-100.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.2m154.9k shares
Caption Management, LLC New $2.1m150.0k shares
CITADEL ADVISORS LLC Added $1.5m107.1k shares
JANE STREET GROUP, LLC New $1.2m85.8k shares
SIMPLEX TRADING, LLC Added $1.2m80.9k shares
GROUP ONE TRADING LLC Reduced $180.3k12.6k shares
PEAK6 Investments LLC Reduced $14.3k1.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.3m160.9k shares
CITADEL ADVISORS LLC Reduced $1.3m90.2k shares
WOLVERINE TRADING, LLC Added $908.7k63.5k shares
SIMPLEX TRADING, LLC Added $591.0k41.3k shares
PEAK6 Investments LLC Reduced $356.3k24.9k shares
JANE STREET GROUP, LLC New $166.0k11.6k shares
GROUP ONE TRADING LLC Reduced $137.4k9.6k 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
ALPS ADVISORS INC 13G · institution +0.7 pts · filed 2026-10-07 21.0% +0.7 pts 25.6m≈ $363.3m 2026-10-07
Invesco Ltd. 13G · institution filed 2025-05-09 15.4% 18.8m≈ $266.4m 2025-05-09
Global X Management CO LLC 13G · institution +1.1 pts · filed 2026-08-14 6.3% +1.1 pts 7.7m≈ $109.4m 2026-08-14
KKR Group Partnership L.P. 13D · may seek influence filed 2025-03-10 6.0% 7.8m≈ $111.2m 2025-03-10

Fell to 5% or below in the last year: Davison James E. Jr. (4.4%, 2026-05-22), Blackstone Holdings II L.P. (4.9%, 2026-02-05)

Insider purchases and sales in Q2 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
202Q3 22: 2 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 1 buyingQ1 23: 0 sellingQ2 23: 2 buyingQ2 23: 0 sellingQ2 23Q3 23: 2 buyingQ3 23: 0 sellingQ4 23: 1 buyingQ4 23: 0 sellingQ4 23Q1 24: 1 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20222$785.5k0——
Q4 20220—0——
Q1 20231$20.0k0——
Q2 20232$43.5k0——
Q3 20232$143.8k0——
Q4 20231$60.1k0——
Q1 20241$17.3k0——
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 1.86% of their portfolio Denver, CO 18,966,09919.0m $271.4m $271.4m 1.86% Added +310.8k +310,839
2 Invesco Ltd. 0.05% of their portfolio ATLANTA, GA 17,657,68117.7m $252.7m $252.7m 0.05% Added +11.4k +11,372
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 8,567,5688.6m $122.6m $122.6m 0.01% Reduced -2.4m -2,425,890
4 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% of their portfolio CAUSEWAY BAY, K3 4,431,1944.4m $63.4m $63.4m 0.15% First filing
5 CHICKASAW CAPITAL MANAGEMENT LLC 2.72% of their portfolio MEMPHIS, TN 4,291,4994.3m $61.4m $61.4m 2.72% Added +262.8k +262,784
6 RR Advisors, LLC 15.49% of their portfolio DALLAS, TX 4,036,0004.0m $57.8m $57.8m 15.49% Reduced -353.0k -353,000
7 WESTWOOD HOLDINGS GROUP INC 0.22% of their portfolio DALLAS, TX 3,329,9823.3m $47.7m $47.7m 0.22% Reduced -695.3k -695,329
8 Clearbridge Investments, LLC 0.04% of their portfolio NEW YORK, NY 3,247,2263.2m $46.5m $46.5m 0.04% Unchanged
9 Creative Planning 0.05% of their portfolio OVERLAND PARK, KS 3,046,1913.0m $43.6m $43.6m 0.05% New
10 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,732,3272.7m $39.1m $39.1m 0.01% Added +437.8k +437,817
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,688,9072.7m $38.5m $38.5m 0.00% Reduced -4.7m -4,742,798
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,349,5291.3m $19.3m $19.3m 0.00% Added +764.7k +764,668
13 NATIXIS 0.11% of their portfolio PARIS, I0 1,214,0001.2m $17.4m $17.4m 0.11% Reduced -2.9k -2,900
14 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.31% of their portfolio DALLAS, TX 1,156,7101.2m $16.6m $16.6m 1.31% Added +80.0k +80,000
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,097,4561.1m $15.7m $15.7m 0.00% Reduced -410.3k -410,300
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,096,8461.1m $15.7m $15.7m 0.00% Reduced -28.7k -28,707
17 TORTOISE CAPITAL ADVISORS, L.L.C. 0.16% of their portfolio OVERLAND PARK, KS 856,003856.0k $12.2m $12.2m 0.16% Reduced -465.2k -465,248
18 Jefferies Financial Group Inc. 0.23% of their portfolio NEW YORK, NY 826,627826.6k $11.8m $11.8m 0.23% New
19 INFRASTRUCTURE CAPITAL ADVISORS, LLC 1.54% of their portfolio New York, NY 772,608772.6k $11.1m $11.1m 1.54% Reduced -69.3k -69,298
20 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 721,148721.1k $10.3m $10.3m 0.01% Reduced -181.9k -181,853
21 ING GROEP NV 0.06% of their portfolio AMSTERDAM, P7 662,700662.7k $9.5m $9.5m 0.06% Added +605.0k +605,000
22 Blackstone Inc. 0.04% of their portfolio NEW YORK, NY 575,735575.7k $8.2m $8.2m 0.04% Unchanged
23 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 435,017435.0k $6.2m $6.2m 0.00% Added +237.5k +237,517
24 Argent Trust Co 0.21% of their portfolio NASHVILLE, TN 329,325329.3k $4.7m $4.7m 0.21% Unchanged
25 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 298,209298.2k $4.3m $4.3m 0.02% Added +237.2k +237,161
26 Fractal Investments LLC 0.74% of their portfolio Glastonbury, CT 297,519297.5k $4.3m $4.3m 0.74% Unchanged
27 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 266,576266.6k $3.8m $3.8m 0.00% Added +111.2k +111,245
28 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 215,643215.6k $3.1m $3.1m 0.06% Added +7.5k +7,493
29 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 209,167209.2k $3.0m $3.0m 0.00% Reduced -43.5k -43,550
30 Pinnacle Holdings, LLC 1.22% of their portfolio TULSA, OK 208,934208.9k $3.0m $3.0m 1.22% Reduced -741 -741
31 Texas Capital Bancshares Inc/TX 1.17% of their portfolio Dallas, TX 200,000200.0k $2.9m $2.9m 1.17% Reduced -100.0k -100,000
32 ELCO Management Co., LLC 1.57% of their portfolio New York, NY 188,304188.3k $2.7m $2.7m 1.57% Added +18.2k +18,170
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 153,683153.7k $2.2m $2.2m 0.00% Added +2.1k +2,105
34 EXCHANGE TRADED CONCEPTS, LLC 0.05% of their portfolio Oklahoma City, OK 131,618131.6k $1.9m $1.9m 0.05% Added +16.1k +16,092
35 Quantum Portfolio Management LLC 0.97% of their portfolio NEW YORK, NY 117,571117.6k $1.7m $1.7m 0.97% Added +1.0k +1,041
36 CASTLEARK MANAGEMENT LLC 0.06% of their portfolio CHICAGO, IL 110,120110.1k $1.6m $1.6m 0.06% Added +41.4k +41,430
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 102,095102.1k $1.5m $1.5m 0.00% Reduced -22.4k -22,405
38 Maryland State Retirement & Pension System 0.03% of their portfolio BALTIMORE, MD 95,18495.2k $1.4m $1.4m 0.03% Unchanged
39 DG Capital Management, LLC 0.90% of their portfolio NEW YORK, NY 89,34889.3k $1.3m $1.3m 0.90% New
40 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 89,16889.2k $1.3m $1.3m 0.00% Reduced -97.8k -97,767
41 Calydon Capital 0.22% of their portfolio MEMPHIS, TN 86,66786.7k $1.2m $1.2m 0.22% Reduced -2.6k -2,646
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 85,07585.1k $1.2m $1.2m 0.00% Reduced -76.6k -76,579
43 Susquehanna Portfolio Strategies, LLC 0.05% of their portfolio Bala Cynwyd, PA 83,33383.3k $1.2m $1.2m 0.05% Reduced -9.1k -9,117
44 Sowell Financial Services LLC 0.06% of their portfolio NORTH LITTLE ROCK, AR 81,67681.7k $1.2m $1.2m 0.06% Reduced -4.0k -4,000
45 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 81,06781.1k $1.2m $1.2m 0.00% Reduced -29.1k -29,114
46 MANNING & NAPIER ADVISORS LLC 0.01% of their portfolio Fairport, NY 75,00075.0k $1.1m $1.1m 0.01% First filing
47 Callodine Capital Management, LP 0.25% of their portfolio BOSTON, MA 75,00075.0k $1.1m $1.1m 0.25% New
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 71,56871.6k $1.0m $1.0m 0.00% Added +28.9k +28,870
49 Pekin Hardy Strauss, Inc. 0.14% of their portfolio CHICAGO, IL 70,80070.8k $1.0m $1.0m 0.14% New
50 Pacer Advisors, Inc. 0.00% of their portfolio Malvern, PA 70,15270.2k $1.0m $1.0m 0.00% Reduced -11.6k -11,587
51 GSA CAPITAL PARTNERS LLP 0.07% of their portfolio LONDON, X0 70,01070.0k $1.0m $1.0m 0.07% Reduced -50.9k -50,922
52 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 61,89161.9k $886.0k $886.0k 0.00% Added +20.9k +20,915
53 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 45,04945.0k $644.6k $644.6k 0.00% Added +808 +808
54 Argent Advisors, Inc. 0.25% of their portfolio RUSTON, LA 44,77444.8k $640.7k $640.7k 0.25% Added +110 +110
55 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 43,77043.8k $626.3k $626.3k 0.01% New
56 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 38,81638.8k $555.5k $555.5k 0.00% New
57 OXFORD ASSET MANAGEMENT LLP 0.54% of their portfolio OXFORD, X0 38,02638.0k $544.2k $544.2k 0.54% Not comparable
58 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 37,20337.2k $532.4k $532.4k 0.00% Added +12.0k +12,045
59 SANDERS MORRIS HARRIS LLC 0.08% of their portfolio Houston, TX 35,00035.0k $500.9k $500.9k 0.08% Reduced -88.4k -88,400
60 Douglass Winthrop Advisors, LLC 0.01% of their portfolio NEW YORK, NY 35,00035.0k $500.9k $500.9k 0.01% Reduced -5.0k -5,000
61 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio NEW YORK, NY 34,32234.3k $491.1k $491.1k 0.01% Added +887 +887
62 XTX Topco Ltd 0.04% of their portfolio LONDON, X0 30,92530.9k $442.5k $442.5k 0.04% Added +9.0k +8,984
63 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 30,82030.8k $441.0k $441.0k 0.00% Reduced -125 -125
64 Axiom Advisory, LLC 0.00% of their portfolio SAN DIEGO, CA 28,58828.6k $361.7k $361.7k 0.00% New
65 Arlington Trust Co LLC 0.10% of their portfolio BIRMINGHAM, AL 28,50028.5k $407.8k $407.8k 0.10% Unchanged
66 Inscription Capital, LLC 0.06% of their portfolio HOUSTON, TX 28,06728.1k $401.6k $401.6k 0.06% New
67 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,51527.5k $393.7k $393.7k 0.00% Added +1.6k +1,555
68 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 25,95526.0k $371.4k $371.4k 0.01% Unchanged
69 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 22,74022.7k $325.4k $325.4k 0.00% Added +22.5k +22,540
70 DIVIDEND ASSETS CAPITAL, LLC 0.07% of their portfolio Ridgeland, SC 22,59822.6k $323.4k $323.4k 0.07% Reduced -2.5k -2,499
71 Pettinga Financial Advisors LLC 0.08% of their portfolio EVANSVILLE, IN 22,27022.3k $318.7k $318.7k 0.08% Unchanged
72 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 22,21922.2k $318.0k $318.0k 0.00% Added +4.1k +4,130
73 Financial Advocates Investment Management 0.02% of their portfolio OLYMPIA, WA 22,09622.1k $316.2k $316.2k 0.02% Added +6 +6
74 Horrell Capital Management, Inc. 0.09% of their portfolio LITTLE ROCK, AR 22,00022.0k $315.0k $315.0k 0.09% Unchanged
75 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.00% of their portfolio Cincinnati, OH 21,72921.7k $310.9k $310.9k 0.00% Added +255 +255
76 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 20,86320.9k $298.6k $298.6k 0.01% Reduced -39.9k -39,875
77 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 20,77720.8k $297.0k $297.0k 0.00% Added +3.1k +3,073
78 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 18,53918.5k $265.3k $265.3k 0.00% New
79 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 17,75717.8k $254.1k $254.1k 0.00% Reduced -1.9k -1,863
80 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 16,90316.9k $241.9k $241.9k 0.00% Added +240 +240
81 Summit Financial Wealth Advisors, LLC 0.05% of their portfolio Lafayette, LA 16,81316.8k $240.6k $240.6k 0.05% Unchanged
82 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 14,00014.0k $200.3k $200.3k 0.00% Unchanged
83 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 13,93013.9k $199.3k $199.3k 0.00% Unchanged
84 Arrow Investment Advisors, LLC 0.17% of their portfolio LAUREL, MD 13,02413.0k $186.4k $186.4k 0.17% Reduced -1.7k -1,749
85 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 12,72512.7k $182.0k $182.0k 0.00% Unchanged
86 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 11,45411.5k $163.9k $163.9k 0.00% Unchanged
87 Texas Yale Capital Corp. 0.01% of their portfolio ST. PETERSBURG, FL 11,20011.2k $160.3k $160.3k 0.01% Unchanged
88 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,12710.1k $144.9k $144.9k 0.00% Reduced -1.2k -1,181
89 KAYNE ANDERSON CAPITAL ADVISORS LP 0.00% of their portfolio LOS ANGELES, CA 7,4007.4k $105.9k $105.9k 0.00% Unchanged
90 Avion Wealth 0.02% of their portfolio THE WOODLANDS, TX 6,0006.0k $85.0k $85.0k 0.02% Unchanged
91 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 5,5535.6k $79.5k $79.5k 0.00% New
92 Indiana Trust & Investment Management Co 0.02% of their portfolio MISHAWAKA, IN 4,5004.5k $64.4k $64.4k 0.02% Unchanged
93 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,4504.5k $63.7k $63.7k 0.00% Reduced -1.4k -1,373
94 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 4,3594.4k $48.5k $48.5k 0.00% Reduced -393 -393
95 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 3,3003.3k $47.0k $47.0k 0.00% New
96 PEAK6 Investments LLC 0.00% of their portfolio CHICAGO, IL 2,8392.8k $40.6k $40.6k 0.00% Reduced -20.1k -20,058
97 QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio CINCINNATI, OH 2,5752.6k $36.8k $36.8k 0.00% Unchanged
98 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,3212.3k $33.2k $33.2k 0.00% Unchanged
99 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 1,8271.8k $26.1k $26.1k 0.00% Unchanged
100 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1,5261.5k $21.4k $21.4k 0.00% Reduced -667 -667