Vault-13

STAGWELL INC STGW

COM CL A · Common Stock · CUSIP 85256A109

171 institutional holders +8 vs Q4 2024
93,549,57693.5m shares reported held*
34.9% of all shares outstanding*
$565.2mreported value*
23 new 66 added 44 reduced 16 sold out net bought ≈ $8.3m (+1.4m 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 ($3.6m this quarter). Holder counts are more reliable. Shares outstanding: 267.7m as of 2025-05-01, 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 ≈ $6.04. Options: 4 managers hold calls ($471.3k notional), 2 hold puts ($2.4k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 105Q4 22: 110Q1 23: 147Q2 23: 133Q3 23: 141Q4 23: 143Q1 24: 135Q2 24: 130Q3 24: 147Q4 24: 163Q1 25: 171171Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022105
Q4 2022110
Q1 2023147
Q2 2023133
Q3 2023141
Q4 2023143
Q1 2024135
Q2 2024130
Q3 2024147
Q4 2024163
Q1 2025171

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 78 bought or addedQ2 23: 71 cut or sold outQ3 23: 79 bought or addedQ3 23: 61 cut or sold outQ3 23Q4 23: 75 bought or addedQ4 23: 60 cut or sold outQ1 24: 62 bought or addedQ1 24: 67 cut or sold outQ1 24Q2 24: 60 bought or addedQ2 24: 58 cut or sold outQ3 24: 69 bought or addedQ3 24: 50 cut or sold outQ3 24Q4 24: 76 bought or addedQ4 24: 63 cut or sold outQ1 25: 89 bought or addedQ1 25: 60 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20237871
Q3 20237961
Q4 20237560
Q1 20246267
Q2 20246058
Q3 20246950
Q4 20247663
Q1 20258960

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ2 24 calls: $1.6mQ2 24 puts: $255.8kQ2 24P/C 0.16Q3 24 calls: $1.1mQ3 24 puts: $110.9kQ3 24P/C 0.10Q4 24 calls: $625.4kQ4 24 puts: $1.3kQ4 24P/C 0.00Q1 25 calls: $471.3kQ1 25 puts: $2.4kQ1 25P/C 0.01
Numbers
QuarterCallsPutsP/C
Q2 2024$1.6m$255.8k0.16
Q3 2024$1.1m$110.9k0.10
Q4 2024$625.4k$1.3k0.00
Q1 2025$471.3k$2.4k0.01

Biggest buyers

Stanley Capital Management, LLC Added +476,255+476.3k
Penn Capital Management Company, LLC Added +413,597+413.6k
PRUDENTIAL FINANCIAL INC Added +383,910+383.9k
HARBOR CAPITAL ADVISORS, INC. Added +382,008+382.0k
UBS Group AG Added +318,017+318.0k
NORTHERN TRUST CORP Added +188,654+188.7k
Russell Investments Group, Ltd. Added +184,769+184.8k
Verition Fund Management LLC Added +180,086+180.1k
VANGUARD GROUP INC Added +149,020+149.0k
Cubist Systematic Strategies, LLC Added +109,079+109.1k

Biggest sellers

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -812,100-812.1k
MORGAN STANLEY Reduced -329,975-330.0k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -269,123-269.1k
Allspring Global Investments Holdings, LLC Reduced -240,355-240.4k
AltraVue Capital, LLC Reduced -225,870-225.9k
BANK OF AMERICA CORP /DE/ Reduced -173,965-174.0k
Villanova Investment Management Co LLC Sold out -143,649-143.6k
CITADEL ADVISORS LLC Sold out -57,256-57.3k
JPMORGAN CHASE & CO Reduced -56,747-56.7k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduced -54,719-54.7k

Biggest calls

CITADEL ADVISORS LLC Added $352.7k58.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $118.6k19.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
SIMPLEX TRADING, LLC Unchanged $0100 shares

Biggest puts

CITADEL ADVISORS LLC Added $2.4k400 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
BALLMER STEVEN A 13D · may seek influence new · filed 2025-04-25
Stated purposeThe Reporting Persons own the securities reported herein for investment purposes. The Reporting Persons may change their investment intent at any time and may seek to sell or otherwise dispose of some or all of the Issuer's securities from time to time, and/or may seek to acquire additional securities of the Issuer (which may include rights or securities exercisable or convertible into securities of the Issuer) from time to time, in each case, in open market or private transactions or otherwise. The Reporting Persons also may communicate with the board of directors of the Issuer (the "Board"), members of management and/or other stockholders of the Issuer from time to time with a view to enhancing stockholder value. Any transaction that the Reporting Persons may pursue may be made at any ti… Full filing
43.5% new 116.0m≈ $862.2m 2025-04-25
Stagwell Group LLC 13D · may seek influence no change · filed 2026-01-13
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On December 15, 2025, Mark J. Penn transferred 2,000,000 shares of Class A Common Stock to Stagwell Group in order to correct a distribution of shares by Stagwell Group to Mark J. Penn on July 17, 2025. Full filing
11.6% no change 29.4m≈ $218.2m 2026-01-13
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13G · institution +1.4 pts · filed 2025-11-14 8.1% +1.4 pts 21.0m≈ $156.3m 2025-11-14

Insider purchases and sales in Q1 2025

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
202Q2 23: 2 buyingQ2 23: 0 sellingQ3 23: 2 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 2 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 1 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20232$42.2k0——
Q3 20232$44.1k0——
Q4 20230—0——
Q1 20242$130.0k0——
Q2 20240—1$25.4m—
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.36% of their portfolio Los Angeles, CA 17,966,62018.0m $108.7m $108.7m 0.36% Reduced -812.1k -812,100
2 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 12,852,24112.9m $77.8m $77.8m 0.01% Reduced -507 -507
3 Madison Avenue Partners, LP 3.67% of their portfolio NEW YORK, NY 7,147,6627.1m $43.2m $43.2m 3.67% Unchanged
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 6,888,6226.9m $41.7m $41.7m 0.00% Added +47.3k +47,321
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,548,2885.5m $33.6m $33.6m 0.00% Added +149.0k +149,020
6 SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio London, X0 4,589,1564.6m $27.2m $27.2m 0.03% Reduced -269.1k -269,123
7 Boston Partners 0.02% of their portfolio BOSTON, MA 2,322,9392.3m $13.8m $13.8m 0.02% Reduced -10.7k -10,654
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,308,1532.3m $14.0m $14.0m 0.00% Added +100.9k +100,883
9 AltraVue Capital, LLC 1.28% of their portfolio BELLEVUE, WA 2,113,5802.1m $12.8m $12.8m 1.28% Reduced -225.9k -225,870
10 Penn Capital Management Company, LLC 1.23% of their portfolio PHILADELPHIA, PA 2,084,5252.1m $12.6m $12.6m 1.23% Added +413.6k +413,597
11 CIDEL ASSET MANAGEMENT INC 0.81% of their portfolio TORONTO, A6 2,039,6802.0m $12.3m $12.3m 0.81% Unchanged
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,963,6882.0m $11.9m $11.9m 0.00% Reduced -49.9k -49,946
13 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,829,6501.8m $11.1m $11.1m 0.00% Added +99.5k +99,497
14 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 1,686,0091.7m $10.2m $10.2m 0.01% Added +73.7k +73,676
15 HARBOR CAPITAL ADVISORS, INC. 0.45% of their portfolio CHICAGO, IL 1,648,7911.6m $10.0m $10.0m 0.45% Added +382.0k +382,008
16 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 1,592,4761.6m $9.6m $9.6m 0.01% Added +245 +245
17 Stanley Capital Management, LLC 1.13% of their portfolio HOUSTON, TX 1,426,5971.4m $8.6m $8.6m 1.13% Added +476.3k +476,255
18 First Pacific Advisors, LP 0.12% of their portfolio EL SEGUNDO, CA 1,191,9181.2m $7.2m $7.2m 0.12% Added +68.4k +68,402
19 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,138,8331.1m $6.9m $6.9m 0.00% Added +188.7k +188,654
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,136,6081.1m $6.9m $6.9m 0.00% Reduced -56.7k -56,747
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 801,037801.0k $4.8m $4.8m 0.00% Added +334 +334
22 683 Capital Management, LLC 0.46% of their portfolio NEW YORK, NY 750,000750.0k $4.5m $4.5m 0.46% Unchanged
23 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 612,478612.5k $3.7m $3.7m 0.00% Added +81.7k +81,661
24 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 609,299609.3k $3.7m $3.7m 0.01% Reduced -13.1k -13,062
25 Hillsdale Investment Management Inc. 0.18% of their portfolio Toronto, A6 599,900599.9k $3.6m $3.6m 0.18% Added +21.2k +21,200
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 558,820558.8k $3.4m $3.4m 0.00% Added +318.0k +318,017
27 My Personal CFO, LLC 1.69% of their portfolio VANCOUVER, WA 555,029555.0k $3.4m $3.4m 1.69% Unchanged
28 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 473,926473.9k $2.9m $2.9m 0.00% Added +184.8k +184,769
29 Legato Capital Management LLC 0.38% of their portfolio San Francisco, CA 469,290469.3k $2.8m $2.8m 0.38% Unchanged
30 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 451,045451.0k $2.7m $2.7m 0.00% Added +383.9k +383,910
31 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 373,527373.5k $2.3m $2.3m 0.00% Unchanged
32 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 365,971366.0k $2.2m $2.2m 0.00% Added +66.8k +66,847
33 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 351,430351.4k $2.1m $2.1m 0.00% Added +33 +33
34 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 350,939350.9k $2.1m $2.1m 0.00% Reduced -246 -246
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 333,326333.3k $2.0m $2.0m 0.00% Reduced -174.0k -173,965
36 CORRADO ADVISORS, LLC 1.28% of their portfolio RAMSEY, NJ 315,713315.7k $1.9m $1.9m 1.28% Unchanged
37 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 300,362300.4k $1.8m $1.8m 0.00% First filing
38 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 250,748250.7k $1.5m $1.5m 0.00% Reduced -54.7k -54,719
39 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 225,656225.7k $1.4m $1.4m 0.00% Reduced -330.0k -329,975
40 Pacific Ridge Capital Partners, LLC 0.35% of their portfolio LAKE OSWEGO, OR 218,332218.3k $1.3m $1.3m 0.35% Reduced -1.8k -1,764
41 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 200,000200.0k $1.2m $1.2m 0.00% Unchanged
42 Verition Fund Management LLC 0.01% of their portfolio GREENWICH, CT 195,170195.2k $1.2m $1.2m 0.01% Added +180.1k +180,086
43 Swiss National Bank 0.00% of their portfolio ZURICH, V8 178,100178.1k $1.1m $1.1m 0.00% Added +2.6k +2,600
44 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 175,739175.7k $1.1m $1.1m 0.00% Added +15.2k +15,219
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 167,763167.8k $1.0m $1.0m 0.00% Added +60.0k +60,041
46 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 156,197156.2k $945.0k $945.0k 0.00% Reduced -41.0k -41,025
47 Campbell & CO Investment Adviser LLC 0.07% of their portfolio BALTIMORE, MD 155,512155.5k $940.8k $940.8k 0.07% Added +95.4k +95,364
48 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 154,116154.1k $932.4k $932.4k 0.00% Reduced -15.8k -15,807
49 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 143,906143.9k $870.6k $870.6k 0.00% Reduced -36.6k -36,566
50 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 133,379133.4k $806.9k $806.9k 0.00% Reduced -4.1k -4,068
51 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 133,182133.2k $805.8k $805.8k 0.01% Added +109.1k +109,079
52 Huber Capital Management LLC 0.14% of their portfolio EL SEGUNDO, CA 124,405124.4k $752.6k $752.6k 0.14% Unchanged
53 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 123,000123.0k $744.1k $744.1k 0.00% Added +32.5k +32,546
54 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 112,013112.0k $677.7k $677.7k 0.00% Added +12.4k +12,358
55 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 110,839110.8k $670.6k $670.6k 0.00% Reduced -38.6k -38,603
56 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 107,580107.6k $650.9k $650.9k 0.00% Unchanged
57 Advisor Resource Council 0.05% of their portfolio DALLAS, TX 105,363105.4k $608.3k $608.3k 0.05% New
58 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 97,75897.8k $591.4k $591.4k 0.00% Reduced -8.3k -8,348
59 Legal & General Group Plc 0.00% of their portfolio London, X0 96,03296.0k $581.0k $581.0k 0.00% Unchanged
60 Clear Harbor Asset Management, LLC 0.05% of their portfolio Stamford, CT 94,86894.9k $574.0k $574.0k 0.05% Unchanged
61 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 90,92790.9k $550.1k $550.1k 0.00% Added +55.3k +55,327
62 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 86,74786.7k $525.0k $525.0k 0.00% Reduced -6.3k -6,265
63 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 84,80084.8k $513.0k $513.0k 0.00% Unchanged
64 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 84,16684.2k $509.2k $509.2k 0.00% Added +8 +8
65 Graham Capital Management, L.P. 0.02% of their portfolio ROWAYTON, CT 83,99484.0k $508.2k $508.2k 0.02% Added +13.8k +13,801
66 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 83,33383.3k $504.2k $504.2k 0.00% Unchanged
67 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 74,82074.8k $452.7k $452.7k 0.01% Added +33 +33
68 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 74,80674.8k $452.6k $452.6k 0.00% Reduced -11.3k -11,293
69 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 72,58372.6k $439.1k $439.1k 0.00% Reduced -6.7k -6,690
70 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 72,48272.5k $438.5k $438.5k 0.00% Reduced -17.0k -16,961
71 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 66,41366.4k $401.8k $401.8k 0.00% Added +19.8k +19,804
72 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 66,02266.0k $399.4k $399.4k 0.00% Added +31.3k +31,272
73 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 64,56764.6k $390.6k $390.6k 0.00% Reduced -1.2k -1,220
74 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 64,02864.0k $387.4k $387.4k 0.00% Added +772 +772
75 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 63,80063.8k $386.0k $386.0k 0.00% Added +35.6k +35,600
76 TRUE Private Wealth Advisors 0.04% of their portfolio Salem, OR 61,13761.1k $369.9k $369.9k 0.04% Added +135 +135
77 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 60,64360.6k $366.9k $366.9k 0.00% New
78 Counterpoint Mutual Funds LLC 0.05% of their portfolio San Diego, CA 59,23859.2k $358.4k $358.4k 0.05% New
79 CALDWELL SUTTER CAPITAL, INC. 0.15% of their portfolio SAUSALITO, CA 53,70053.7k $324.9k $324.9k 0.15% Unchanged
80 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 53,34053.3k $322.7k $322.7k 0.02% Added +36.7k +36,696
81 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 52,19352.2k $315.8k $315.8k 0.00% Added +3.2k +3,249
82 Institute for Wealth Management, LLC. 0.04% of their portfolio DENVER, CO 51,30951.3k $310.4k $310.4k 0.04% Added +1.6k +1,647
83 CCG WEALTH MANAGEMENT, LLC 0.18% of their portfolio SAN DIEGO, CA 49,83549.8k $301.5k $301.5k 0.18% Reduced -6.6k -6,588
84 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 48,82248.8k $295.4k $295.4k 0.00% Added +21.9k +21,872
85 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 43,11043.1k $260.8k $260.8k 0.00% Added +349 +349
86 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 40,70340.7k $246.3k $246.3k 0.00% Reduced -10.9k -10,927
87 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 39,62139.6k $239.7k $239.7k 0.00% Unchanged
88 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 37,16437.2k $224.8k $224.8k 0.00% Reduced -4.1k -4,143
89 Man Group plc 0.00% of their portfolio LONDON, X0 36,52736.5k $221.0k $221.0k 0.00% New
90 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 36,23136.2k $219.2k $219.2k 0.00% Added +1.3k +1,296
91 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 36,00136.0k $213.7k $213.7k 0.00% Unchanged
92 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 35,60535.6k $215.4k $215.4k 0.01% Unchanged
93 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 35,54335.5k $215.0k $215.0k 0.01% New
94 OPTIMIZE FINANCIAL INC. 0.08% of their portfolio IRVINE, CA 35,39035.4k $214.1k $214.1k 0.08% Added +4.6k +4,635
95 Portfolio Design Labs, LLC 0.04% of their portfolio ENCINO, CA 35,38135.4k $214.1k $214.1k 0.04% Reduced -5.8k -5,833
96 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 33,31933.3k $199.6k $199.6k 0.01% New
97 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.07% of their portfolio WALTHAM, MA 32,31332.3k $195.5k $195.5k 0.07% Added +3.1k +3,105
98 FMR LLC 0.00% of their portfolio BOSTON, MA 32,11632.1k $194.3k $194.3k 0.00% Added +756 +756
99 Perennial Advisors, LLC 0.04% of their portfolio NEW YORK, NY 31,75031.8k $192.1k $192.1k 0.04% Reduced -15.8k -15,750
100 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 31,35631.4k $189.7k $189.7k 0.00% Reduced -943 -943