Vault-13

SOFI TECHNOLOGIES INC SOFI

COM · Common Stock · CUSIP 83406F102 · ISIN US83406F1021

American financial services company

626 institutional holders +32 vs Q2 2024
502,880,832502.9m shares reported held*
$4.0bnreported value*
100 new 226 added 163 reduced 73 sold out net bought ≈ $456.3m (+58.3m 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 ($81.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.93. Options: 53 managers hold calls ($671.6m notional), 40 hold puts ($611.6m).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 493Q4 22: 513Q1 23: 532Q2 23: 519Q3 23: 515Q4 23: 573Q1 24: 601Q2 24: 594Q3 24: 626626Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022493
Q4 2022513
Q1 2023532
Q2 2023519
Q3 2023515
Q4 2023573
Q1 2024601
Q2 2024594
Q3 2024626

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 22: 231 bought or addedQ4 22: 217 cut or sold outQ1 23: 250 bought or addedQ1 23: 220 cut or sold outQ1 23Q2 23: 253 bought or addedQ2 23: 229 cut or sold outQ3 23: 255 bought or addedQ3 23: 216 cut or sold outQ3 23Q4 23: 284 bought or addedQ4 23: 202 cut or sold outQ1 24: 360 bought or addedQ1 24: 208 cut or sold outQ1 24Q2 24: 317 bought or addedQ2 24: 240 cut or sold outQ3 24: 326 bought or addedQ3 24: 236 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022231217
Q1 2023250220
Q2 2023253229
Q3 2023255216
Q4 2023284202
Q1 2024360208
Q2 2024317240
Q3 2024326236

Calls vs puts

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

CallsPuts
$0$250m$500m$750m$1bnQ4 23 calls: $798.5mQ4 23 puts: $826.0mQ4 23P/C 1.03Q1 24 calls: $606.8mQ1 24 puts: $593.7mQ1 24P/C 0.98Q2 24 calls: $626.3mQ2 24 puts: $518.0mQ2 24P/C 0.83Q3 24 calls: $671.6mQ3 24 puts: $611.6mQ3 24P/C 0.91
Numbers
QuarterCallsPutsP/C
Q4 2023$798.5m$826.0m1.03
Q1 2024$606.8m$593.7m0.98
Q2 2024$626.3m$518.0m0.83
Q3 2024$671.6m$611.6m0.91

Biggest buyers

DIMENSIONAL FUND ADVISORS LP Added +11,633,006+11.6m
RENAISSANCE TECHNOLOGIES LLC New +11,390,900+11.4m
JPMORGAN CHASE & CO Added +7,234,402+7.2m
CITADEL ADVISORS LLC Added +5,732,074+5.7m
MILLENNIUM MANAGEMENT LLC Added +5,553,728+5.6m
BANK OF AMERICA CORP /DE/ Added +3,924,070+3.9m
TWO SIGMA INVESTMENTS, LP New +2,923,327+2.9m
Balyasny Asset Management L.P. Added +2,714,220+2.7m
Connor, Clark & Lunn Investment Management Ltd. Added +2,688,847+2.7m
Cubist Systematic Strategies, LLC New +2,479,584+2.5m

Biggest sellers

MORGAN STANLEY Reduced -3,991,715-4.0m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -3,881,764-3.9m
JANE STREET GROUP, LLC Reduced -3,679,541-3.7m
NORGES BANK Reduced -2,007,926-2.0m
ARK Investment Management LLC Reduced -1,923,209-1.9m
Amova Asset Management Americas, Inc. Reduced -1,420,894-1.4m
Sumitomo Mitsui Trust Group, Inc. Reduced -1,411,679-1.4m
HSBC HOLDINGS PLC Sold out -719,243-719.2k
VANGUARD GROUP INC Reduced -591,891-591.9k
UBS Group AG Reduced -589,957-590.0k

Biggest calls

JANE STREET GROUP, LLC Added $137.7m17.5m shares
CITADEL ADVISORS LLC Reduced $106.5m13.6m shares
UBS Group AG Reduced $84.6m10.8m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $80.7m10.3m shares
SIMPLEX TRADING, LLC Reduced $36.2m4.6m shares
BARCLAYS PLC Added $26.7m3.4m shares
IMC-Chicago, LLC Reduced $22.8m2.9m shares
Capital Markets Trading UK LLP Added $22.5m2.9m shares
Walleye Trading LLC Added $21.8m2.8m shares
WOLVERINE TRADING, LLC Added $20.3m2.6m shares

Biggest puts

CITADEL ADVISORS LLC Reduced $100.0m12.7m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $89.3m11.4m shares
JANE STREET GROUP, LLC Added $55.5m7.1m shares
Walleye Trading LLC Added $43.1m5.5m shares
JPMORGAN CHASE & CO Unchanged $32.0m4.1m shares
LMR Partners LLP Unchanged $31.8m4.0m shares
IMC-Chicago, LLC Added $26.7m3.4m shares
SIMPLEX TRADING, LLC Reduced $24.4m3.1m shares
TWO SIGMA INVESTMENTS, LP Unchanged $24.3m3.1m shares
MILLENNIUM MANAGEMENT LLC Added $23.0m2.9m 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
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.3% new 68.2m≈ $1.2bn 2026-04-30
BlackRock, Inc. 13G · institution new · filed 2026-04-27 5.1% new 64.8m≈ $1.2bn 2026-04-27

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), JPMORGAN CHASE & CO (3.7%, 2026-02-04), JANE STREET GROUP, LLC (2.6%, 2025-11-13)

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: 1 buyingQ4 22: 0 sellingQ1 23: 1 buyingQ1 23: 2 sellingQ1 23Q2 23: 1 buyingQ2 23: 4 sellingQ3 23: 0 buyingQ3 23: 1 sellingQ3 23Q4 23: 2 buyingQ4 23: 4 sellingQ1 24: 0 buyingQ1 24: 1 sellingQ1 24Q2 24: 1 buyingQ2 24: 1 sellingQ3 24: 0 buyingQ3 24: 2 sellingQ3 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20221$7.4m0——
Q1 20231$1.2m2$2.1m—
Q2 20231$994.2k4$4.7m—
Q3 20230—1$475.4k—
Q4 20232$544.6k4$4.5m$550.3k
Q1 20240—1$390.0k$390.0k
Q2 20241$797.3k1$360.7k$360.7k
Q3 20240—2$808.2k$808.2k
DateInsiderTradeSharesPrice ValueTheir holding
2024-09-23 Keough Kelli EVP, GBUL, SIPS Sold plan 9,308 $7.99 $74.4k9.3k shares -5%
2024-09-20 Rishel Jeremy Chief Technology Officer Sold plan 68,081 $8.12 $552.8k68.1k shares -12%
2024-08-22 Keough Kelli EVP, GBUL, SIPS Sold plan 24,939 $7.26 $181.1k24.9k shares -18%

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 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 89,438,16689.4m $703.0m $703.0m 0.01% Reduced -591.9k -591,891
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 45,438,16745.4m $357.1m $357.1m 0.01% First filing
3 Silver Lake Group, L.L.C. 2.75% of their portfolio Menlo Park, CA 31,154,16531.2m $244.9m $244.9m 2.75% Unchanged
4 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 24,716,61224.7m $194.3m $194.3m 0.05% Added +11.6m +11,633,006
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 18,062,85518.1m $142.0m $142.0m 0.01% Added +310.5k +310,532
6 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 17,619,08417.6m $138.5m $138.5m 0.01% Added +358.8k +358,806
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 14,944,75014.9m $117.5m $117.5m 0.00% Added +7.2m +7,234,402
8 ARK Investment Management LLC 0.91% of their portfolio ST. PETERSBURG, FL 12,612,56312.6m $99.1m $99.1m 0.91% Reduced -1.9m -1,923,209
9 NORGES BANK 0.01% of their portfolio OSLO, Q8 11,944,37211.9m $93.9m $93.9m 0.01% Reduced -2.0m -2,007,926
10 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 11,932,60111.9m $93.8m $93.8m 0.01% Reduced -4.0m -3,991,715
11 RENAISSANCE TECHNOLOGIES LLC 0.13% of their portfolio NEW YORK, NY 11,390,90011.4m $89.5m $89.5m 0.13% New
12 Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio CHIYODA-KU, TOKYO, M0 10,046,26110.0m $79.0m $79.0m 0.05% Reduced -1.4m -1,411,679
13 Amova Asset Management Americas, Inc. 0.89% of their portfolio New York, NY 10,037,04610.0m $78.9m $78.9m 0.89% Reduced -1.4m -1,420,894
14 MARSHALL WACE, LLP 0.09% of their portfolio LONDON, X0 8,393,3138.4m $66.0m $66.0m 0.09% Added +2.0m +2,035,426
15 MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 7,141,5787.1m $56.1m $56.1m 0.05% Added +5.6m +5,553,728
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 6,145,8376.1m $48.3m $48.3m 0.01% Added +87.1k +87,097
17 CITADEL ADVISORS LLC 0.05% of their portfolio MIAMI, FL 5,977,4936.0m $47.0m $47.0m 0.05% Added +5.7m +5,732,074
18 Patient Capital Management, LLC 2.24% of their portfolio BALTIMORE, MD 5,795,6875.8m $45.6m $45.6m 2.24% Added +2.0m +1,950,649
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 5,709,3625.7m $44.9m $44.9m 0.00% Added +3.9m +3,924,070
20 JANE STREET GROUP, LLC 0.07% of their portfolio NEW YORK, NY 5,411,5175.4m $42.5m $42.5m 0.07% Reduced -3.7m -3,679,541
21 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 5,334,0255.3m $41.9m $41.9m 0.01% Added +2.0m +1,968,365
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio BALA CYNWYD, PA 5,009,3805.0m $39.4m $39.4m 0.07% Reduced -3.9m -3,881,764
23 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 4,930,7514.9m $38.8m $38.8m 0.01% Added +155.1k +155,082
24 Azora Capital LP 1.84% of their portfolio MIAMI, FL 4,348,0684.3m $34.2m $34.2m 1.84% Added +352.9k +352,901
25 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 4,194,6734.2m $33.0m $33.0m 0.01% Added +538.6k +538,570
26 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 4,141,6744.1m $32.6m $32.6m 0.01% Added +1.6m +1,598,842
27 Accel Growth Fund V Associates L.L.C. 50.01% of their portfolio PALO ALTO, CA 4,104,4594.1m $32.3m $32.3m 50.01% Unchanged
28 Connor, Clark & Lunn Investment Management Ltd. 0.15% of their portfolio VANCOUVER, A1 3,940,3403.9m $31.0m $31.0m 0.15% Added +2.7m +2,688,847
29 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 3,792,1423.8m $29.8m $29.8m 0.03% Added +154.6k +154,583
30 GPI CAPITAL, L.P. 8.70% of their portfolio NEW YORK, NY 3,749,7603.7m $29.5m $29.5m 8.70% Unchanged
31 UBS Group AG 0.01% of their portfolio ZURICH, V8 3,504,3353.5m $27.5m $27.5m 0.01% Reduced -590.0k -589,957
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 3,215,1523.2m $25.3m $25.3m 0.00% Added +98.1k +98,071
33 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 3,155,0203.2m $25.1m $25.1m 0.01% Added +90.9k +90,934
34 MIZUHO MARKETS AMERICAS LLC 0.57% of their portfolio NEW YORK, NY 2,942,7372.9m $23.1m $23.1m 0.57% Reduced -103.0k -103,000
35 TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio NEW YORK, NY 2,923,3272.9m $23.0m $23.0m 0.05% New
36 Balyasny Asset Management L.P. 0.06% of their portfolio Chicago, IL 2,750,7332.8m $21.6m $21.6m 0.06% Added +2.7m +2,714,220
37 Cubist Systematic Strategies, LLC 0.29% of their portfolio STAMFORD, CT 2,479,5842.5m $19.5m $19.5m 0.29% New
38 GROUP ONE TRADING LLC 0.71% of their portfolio CHICAGO, IL 2,276,3962.3m $17.9m $17.9m 0.71% Added +614.3k +614,292
39 HRT FINANCIAL LP 0.10% of their portfolio NEW YORK, NY 2,263,8892.3m $17.8m $17.8m 0.10% Added +927.9k +927,866
40 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 2,209,2662.2m $17.4m $17.4m 0.05% Added +376.9k +376,899
41 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 2,139,1422.1m $16.8m $16.8m 0.00% Reduced -229.8k -229,830
42 DAVENPORT & Co LLC 0.10% of their portfolio RICHMOND, VA 2,075,1212.1m $16.3m $16.3m 0.10% Added +2.0m +2,019,895
43 Quadrature Capital Ltd 0.36% of their portfolio LONDON, X0 2,036,1042.0m $16.0m $16.0m 0.36% New
44 Swiss National Bank 0.01% of their portfolio ZURICH, V8 1,960,5002.0m $15.4m $15.4m 0.01% Reduced -13.4k -13,400
45 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,625,7911.6m $12.8m $12.8m 0.01% Added +83.4k +83,396
46 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 1,573,4181.6m $12.4m $12.4m 0.02% Reduced -340.8k -340,805
47 STATE OF MICHIGAN RETIREMENT SYSTEM 0.06% of their portfolio EAST LANSING, MI 1,500,0001.5m $11.8m $11.8m 0.06% Unchanged
48 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 1,489,9321.5m $11.7m $11.7m 0.04% Added +195.2k +195,236
49 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 1,476,8931.5m $11.6m $11.6m 0.00% Added +916.8k +916,777
50 Walleye Trading LLC 0.26% of their portfolio NEW YORK, NY 1,385,8771.4m $10.9m $10.9m 0.26% Reduced -109.7k -109,720
51 Kodai Capital Management LP 0.22% of their portfolio CHICAGO, IL 1,330,7491.3m $10.5m $10.5m 0.22% Added +279.5k +279,510
52 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 1,301,4831.3m $10.2m $10.2m 0.01% Added +5.4k +5,431
53 Squarepoint Ops LLC 0.03% of their portfolio NEW YORK, NY 1,298,1961.3m $10.2m $10.2m 0.03% Reduced -411.4k -411,426
54 Longitude (Cayman) Ltd. 14.38% of their portfolio GRAND CAYMAN, E9 1,276,5001.3m $10.0m $10.0m 14.38% Reduced -35.0k -35,000
55 SIMPLEX TRADING, LLC 0.33% of their portfolio CHICAGO, IL 1,257,7791.3m $9.9m $9.9m 0.33% Reduced -560.0k -560,019
56 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,231,5951.2m $9.7m $9.7m 0.00% Added +304.4k +304,426
57 Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio TOKYO, M0 1,228,3021.2m $9.7m $9.7m 0.01% Added +718.8k +718,798
58 GTS SECURITIES LLC 0.17% of their portfolio NEW YORK, NY 1,057,6981.1m $8.3m $8.3m 0.17% Added +19.8k +19,807
59 Legal & General Group Plc 0.00% of their portfolio London, X0 1,030,4551.0m $8.1m $8.1m 0.00% Added +41.9k +41,946
60 MARK ASSET MANAGEMENT LP 0.99% of their portfolio New York, NY 1,017,8471.0m $8.0m $8.0m 0.99% Added +677.2k +677,193
61 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 995,710995.7k $7.8m $7.8m 0.01% Added +16.5k +16,527
62 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 952,518952.5k $7.5m $7.5m 0.01% Reduced -29.3k -29,304
63 TOWNSQUARE CAPITAL LLC 0.09% of their portfolio Lehi, UT 928,446928.4k $7.3m $7.3m 0.09% Reduced -157.7k -157,727
64 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 888,148888.1k $7.0m $7.0m 0.03% Added +6.3k +6,318
65 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 887,961888.0k $7.0m $7.0m 0.01% Reduced -53.3k -53,271
66 Moors & Cabot, Inc. 0.33% of their portfolio BOSTON, MA 853,690853.7k $6.7m $6.7m 0.33% Added +86.0k +86,025
67 CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio PARIS, I0 838,487838.5k $6.6m $6.6m 0.07% Added +235.2k +235,234
68 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 815,855815.9k $6.4m $6.4m 0.01% Reduced -139.4k -139,435
69 Diversify Advisory Services, LLC 0.46% of their portfolio SANDY, UT 813,589813.6k $8.6m $8.6m 0.46% Added +56.2k +56,245
70 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 802,296802.3k $6.3m $6.3m 0.01% Reduced -110.4k -110,426
71 Ardmore Road Asset Management LP 0.81% of their portfolio WESTPORT, CT 800,000800.0k $6.3m $6.3m 0.81% New
72 Verition Fund Management LLC 0.04% of their portfolio GREENWICH, CT 776,040776.0k $6.1m $6.1m 0.04% Added +360.9k +360,950
73 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 762,807762.8k $6.0m $6.0m 0.00% Reduced -5.5k -5,466
74 AlphaStar Capital Management, LLC 0.47% of their portfolio CORNELIUS, NC 753,098753.1k $5.9m $5.9m 0.47% New
75 Parkside Investments, LLC 0.89% of their portfolio DEERFIELD, IL 752,010752.0k $5.9m $5.9m 0.89% Reduced -39.4k -39,425
76 PDT Partners, LLC 0.52% of their portfolio New York, NY 740,590740.6k $5.8m $5.8m 0.52% Reduced -260 -260
77 Caprock Group, LLC 0.21% of their portfolio BOISE, ID 727,113727.1k $5.7m $5.7m 0.21% Reduced -11.2k -11,196
78 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 705,371705.4k $5.5m $5.5m 0.01% Added +138.6k +138,598
79 BRIGHTON JONES LLC 0.21% of their portfolio SEATTLE, WA 705,007705.0k $5.5m $5.5m 0.21% Reduced -19.0k -18,978
80 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 669,432669.4k $5.3m $5.3m 0.00% Reduced -79.6k -79,586
81 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 634,461634.5k $5.0m $5.0m 0.01% Added +15.5k +15,506
82 Brevan Howard Capital Management LP 0.24% of their portfolio ST. HELIER, Y9 623,925623.9k $4.9m $4.9m 0.24% Added +533.2k +533,214
83 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 606,539606.5k $4.8m $4.8m 0.01% Unchanged
84 Wealthspire Retirement, LLC 0.37% of their portfolio ALISO VIEJO, CA 575,988576.0k $4.5m $4.5m 0.37% Unchanged
85 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 568,987569.0k $4.5m $4.5m 0.01% Reduced -124.9k -124,900
86 Atria Wealth Solutions, Inc. 0.05% of their portfolio NEW YORK, NY 548,435548.4k $4.3m $4.3m 0.05% Added +81.4k +81,426
87 Walleye Capital LLC 0.05% of their portfolio NEW YORK, NY 542,394542.4k $4.3m $4.3m 0.05% Reduced -223.7k -223,724
88 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 531,363531.4k $4.2m $4.2m 0.00% Added +11.1k +11,062
89 Baltimore-Washington Financial Advisors, Inc. 0.22% of their portfolio Columbia, MD 525,151525.2k $4.1m $4.1m 0.22% Added +20.2k +20,188
90 B & T Capital Management DBA Alpha Capital Management 0.74% of their portfolio AUSTIN, TX 503,752503.8k $4.0m $4.0m 0.74% Reduced -12.8k -12,799
91 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 494,441494.4k $3.9m $3.9m 0.01% Added +379.3k +379,255
92 Mariner, LLC 0.01% of their portfolio Overland Park, KS 489,399489.4k $3.8m $3.8m 0.01% Added +91.7k +91,677
93 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 479,495479.5k $3.8m $3.8m 0.00% Added +26.8k +26,768
94 ZACKS INVESTMENT MANAGEMENT 0.03% of their portfolio Chicago, IL 479,180479.2k $3.8m $3.8m 0.03% New
95 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 462,485462.5k $3.6m $3.6m 0.00% Added +23.8k +23,766
96 Treasurer of the State of North Carolina 0.01% of their portfolio RALEIGH, NC 450,217450.2k $3.5m $3.5m 0.01% Added +1.8k +1,840
97 SEGALL BRYANT & HAMILL, LLC 0.05% of their portfolio CHICAGO, IL 449,135449.1k $3.5m $3.5m 0.05% Reduced -18.4k -18,381
98 ANDERSON HOAGLAND & CO 0.38% of their portfolio ST LOUIS, MO 445,977446.0k $3.7m $3.7m 0.38% Unchanged
99 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 445,108445.1k $3.5m $3.5m 0.01% Reduced -25.0k -24,952
100 Clarity Capital Partners LLC 2.05% of their portfolio Newport Beach, CA 442,044442.0k $3.5m $3.5m 2.05% Added +6.9k +6,864