Vault-13

UPSTART HLDGS INC UPST

COM · Common Stock · CUSIP 91680M107 · ISIN US91680M1071

278 institutional holders -57 vs Q4 2023
42,284,41742.3m shares reported held*
48.1% of all shares outstanding*
$1.1bnreported value*
32 new 81 added 97 reduced 87 sold out net sold ≈ $43.5m (-1.6m 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 ($1.3m this quarter). Holder counts are more reliable. Shares outstanding: 87.9m as of 2024-04-30, 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 ≈ $26.62. Options: 32 managers hold calls ($363.8m notional), 35 hold puts ($375.1m).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 305Q4 22: 267Q1 23: 265Q2 23: 303Q3 23: 291Q4 23: 335Q1 24: 278278Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022305
Q4 2022267
Q1 2023265
Q2 2023303
Q3 2023291
Q4 2023335
Q1 2024278

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 107 bought or addedQ4 22: 171 cut or sold outQ4 22Q1 23: 124 bought or addedQ1 23: 107 cut or sold outQ1 23Q2 23: 147 bought or addedQ2 23: 112 cut or sold outQ2 23Q3 23: 136 bought or addedQ3 23: 130 cut or sold outQ3 23Q4 23: 156 bought or addedQ4 23: 124 cut or sold outQ4 23Q1 24: 113 bought or addedQ1 24: 184 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022107171
Q1 2023124107
Q2 2023147112
Q3 2023136130
Q4 2023156124
Q1 2024113184

Calls vs puts

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

CallsPuts
$0$250m$500m$750m$1bnQ2 23 calls: $491.6mQ2 23 puts: $554.4mQ2 23P/C 1.13Q3 23 calls: $444.4mQ3 23 puts: $469.7mQ3 23P/C 1.06Q4 23 calls: $788.0mQ4 23 puts: $867.4mQ4 23P/C 1.10Q1 24 calls: $363.8mQ1 24 puts: $375.1mQ1 24P/C 1.03
Numbers
QuarterCallsPutsP/C
Q2 2023$491.6m$554.4m1.13
Q3 2023$444.4m$469.7m1.06
Q4 2023$788.0m$867.4m1.10
Q1 2024$363.8m$375.1m1.03

Biggest buyers

MORGAN STANLEY Added +2,503,979+2.5m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +1,423,856+1.4m
Point72 Asset Management, L.P. New +746,645+746.6k
MARSHALL WACE, LLP Added +319,903+319.9k
FRED ALGER MANAGEMENT, LLC Added +232,211+232.2k
Azora Capital LP New +210,241+210.2k
COATUE MANAGEMENT LLC Added +186,155+186.2k
BARCLAYS PLC Added +148,474+148.5k
SEVEN EIGHT CAPITAL, LP Added +147,213+147.2k
FIRST TRUST ADVISORS LP Added +144,526+144.5k

Biggest sellers

JANE STREET GROUP, LLC Reduced -1,358,576-1.4m
D. E. Shaw & Co., Inc. Reduced -1,296,971-1.3m
TWO SIGMA INVESTMENTS, LP Reduced -1,023,573-1.0m
BANK OF AMERICA CORP /DE/ Reduced -879,117-879.1k
BANK OF MONTREAL /CAN/ Reduced -870,739-870.7k
GOLDMAN SACHS GROUP INC Reduced -372,631-372.6k
TWO SIGMA ADVISERS, LP Reduced -221,800-221.8k
Mirae Asset Global Investments Co., Ltd. Reduced -213,114-213.1k
Squarepoint Ops LLC Reduced -206,504-206.5k
BlackRock Inc. Reduced -187,417-187.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $63.8m2.4m shares
CITADEL ADVISORS LLC Reduced $45.9m1.7m shares
D. E. Shaw & Co., Inc. Added $39.2m1.5m shares
NATIONAL BANK OF CANADA /FI/ Reduced $34.5m13.6k shares
SIMPLEX TRADING, LLC Reduced $31.1m1.2m shares
IMC-Chicago, LLC Reduced $20.0m743.1k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $19.9m741.6k shares
GROUP ONE TRADING LLC Reduced $16.5m613.8k shares
JANE STREET GROUP, LLC Reduced $15.4m572.8k shares
Optiver Holding B.V. Reduced $13.1m487.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $73.0m2.7m shares
CITADEL ADVISORS LLC Reduced $53.3m2.0m shares
SANDLER CAPITAL MANAGEMENT Added $28.7m1.1m shares
NATIONAL BANK OF CANADA /FI/ Reduced $28.6m11.3k shares
BARCLAYS PLC Added $21.6m802.9k shares
SIMPLEX TRADING, LLC Reduced $20.4m759.0k shares
JANE STREET GROUP, LLC Reduced $18.4m684.9k shares
IMC-Chicago, LLC Reduced $16.4m611.0k shares
Optiver Holding B.V. Reduced $11.5m427.8k shares
Walleye Trading LLC Added $11.3m421.1k 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.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: Jericho Capital Asset Management L.P. (0.0%, 2026-07-13), VANGUARD GROUP INC (0.0%, 2026-03-27), SUSQUEHANNA SECURITIES, LLC (4.6%, 2026-02-13)

Insider purchases and sales in Q1 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
505Q2 22: 0 buyingQ2 22: 3 sellingQ3 22: 0 buyingQ3 22: 1 sellingQ3 22Q4 22: 0 buyingQ4 22: 3 sellingQ1 23: 0 buyingQ1 23: 5 sellingQ1 23Q2 23: 1 buyingQ2 23: 5 sellingQ3 23: 0 buyingQ3 23: 5 sellingQ3 23Q4 23: 0 buyingQ4 23: 5 sellingQ1 24: 0 buyingQ1 24: 5 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20220—3$2.3m—
Q3 20220—1$142.4k—
Q4 20220—3$436.9k—
Q1 20230—5$1.2m$90.9k
Q2 20231$39.9k5$2.0m$287.1k
Q3 20230—5$2.9m$1.4m
Q4 20230—5$5.1m$4.3m
Q1 20240—5$5.5m$5.0m
DateInsiderTradeSharesPrice ValueTheir holding
2024-03-11 Datta Sanjay Chief Financial Officer Sold plan 1,000 $27.50 $27.5k1.0k shares -<1%
2024-03-04 Datta Sanjay Chief Financial Officer Sold plan 1,000 $26.21 $26.2k1.0k shares -<1%
2024-03-01 Gu Paul Chief Technology Offier, director Sold plan 30,000 $25.66 $769.9k30.0k shares -3%
2024-03-01 Mirgorodskaya Natalia Corporate Controller Sold plan 2,500 $25.48 $63.7k2.5k shares -8%
2024-02-26 Darling Scott Chief Legal Officer Sold plan 1,000 $25.42 $25.4k1.0k shares -1%
2024-02-26 Datta Sanjay Chief Financial Officer Sold plan 1,000 $24.13 $24.1k1.0k shares -<1%
2024-02-23 Mirgorodskaya Natalia Corporate Controller Sold plan 1,919 $24.30 $46.6k1.9k shares -6%
2024-02-21 Darling Scott Chief Legal Officer Sold plan 536 $24.52 $13.1k536 shares -<1%
2024-02-20 Gu Paul Chief Technology Offier, director Sold 16,423 $25.28 $415.2k16.4k shares -2%
2024-02-20 Datta Sanjay Chief Financial Officer Sold plan 12,510 $25.29 $316.3k12.5k shares -4%
2024-02-20 Darling Scott Chief Legal Officer Sold plan 4,752 $25.29 $120.2k4.8k shares -3%
2024-02-20 Girouard Dave Chief Executive Officer, director Sold 4,158 $25.29 $105.2k4.2k shares -6%
2024-02-20 Mirgorodskaya Natalia Corporate Controller Sold 1,423 $25.29 $36.0k1.4k shares -4%
2024-02-15 Gu Paul Chief Technology Offier, director Sold plan 30,000 $26.50 $795.0k30.0k shares -3%
2024-02-12 Datta Sanjay Chief Financial Officer Sold plan 1,000 $33.84 $33.8k1.0k shares -<1%
2024-02-05 Datta Sanjay Chief Financial Officer Sold plan 1,000 $31.70 $31.7k1.0k shares -<1%
2024-01-29 Darling Scott Chief Legal Officer Sold plan 1,298 $35.38 $45.9k1.3k shares -1%
2024-01-29 Datta Sanjay Chief Financial Officer Sold plan 1,000 $32.62 $32.6k1.0k shares -<1%
2024-01-25 Darling Scott Chief Legal Officer Sold plan 60 $35.06 $2.1k60 shares -<1%
2024-01-24 Darling Scott Chief Legal Officer Sold plan 2,892 $36.04 $104.2k2.9k shares -2%
2024-01-22 Datta Sanjay Chief Financial Officer Sold plan 1,000 $33.71 $33.7k1.0k shares -<1%
2024-01-16 Datta Sanjay Chief Financial Officer Sold plan 1,000 $31.04 $31.0k1.0k shares -<1%
2024-01-08 Datta Sanjay Chief Financial Officer Sold plan 1,000 $34.14 $34.1k1.0k shares -<1%
2024-01-02 Gu Paul Chief Technology Offier, director Sold plan 60,000 $39.41 $2.4m60.0k shares -7%
2024-01-02 Datta Sanjay Chief Financial Officer Sold plan 1,000 $39.62 $39.6k1.0k 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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 7,128,9757.1m $191.7m $191.7m 0.00% Added +115.1k +115,057
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,769,1016.8m $182.0m $182.0m 0.00% Added +2.5m +2,503,979
3 BlackRock Inc. 0.00% of their portfolio New York, NY 5,344,9665.3m $143.7m $143.7m 0.00% Reduced -187.4k -187,417
4 D. E. Shaw & Co., Inc. 0.07% of their portfolio New York, NY 2,027,4702.0m $54.5m $54.5m 0.07% Reduced -1.3m -1,296,971
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,868,1801.9m $50.2m $50.2m 0.00% Added +32.7k +32,711
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,667,0291.7m $44.8m $44.8m 0.00% Added +63.6k +63,565
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio BALA CYNWYD, PA 1,459,0411.5m $39.2m $39.2m 0.06% Added +1.4m +1,423,856
8 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio JUPITER, FL 1,018,5271.0m $27.4m $27.4m 0.10% Added +4.2k +4,162
9 COATUE MANAGEMENT LLC 0.09% of their portfolio New York, NY 870,947870.9k $23.4m $23.4m 0.09% Added +186.2k +186,155
10 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 836,186836.2k $22.5m $22.5m 0.00% Reduced -372.6k -372,631
11 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 805,240805.2k $10.9m $10.9m 0.02% Reduced -213.1k -213,114
12 Point72 Asset Management, L.P. 0.06% of their portfolio STAMFORD, CT 746,645746.6k $20.1m $20.1m 0.06% New
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 664,077664.1k $17.9m $17.9m 0.00% Reduced -47.8k -47,754
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 582,602582.6k $15.7m $15.7m 0.00% Added +9.4k +9,426
15 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 570,049570.0k $15.3m $15.3m 0.01% Added +148.5k +148,474
16 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 553,195553.2k $14.9m $14.9m 0.02% Reduced -1.4m -1,358,576
17 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 521,459521.5k $14.0m $14.0m 0.00% Reduced -870.7k -870,739
18 FRED ALGER MANAGEMENT, LLC 0.07% of their portfolio NEW YORK, NY 507,526507.5k $13.6m $13.6m 0.07% Added +232.2k +232,211
19 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 497,512497.5k $13.4m $13.4m 0.01% Reduced -10.2k -10,152
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 473,224473.2k $12.7m $12.7m 0.00% Reduced -879.1k -879,117
21 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 458,697458.7k $12.3m $12.3m 0.01% Added +144.5k +144,526
22 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 457,103457.1k $12.3m $12.3m 0.02% Added +319.9k +319,903
23 Pathstone Holdings, LLC 0.05% of their portfolio ENGLEWOOD, NJ 395,765395.8k $10.6m $10.6m 0.05% Added +220 +220
24 NORGES BANK 0.00% of their portfolio OSLO, Q8 290,696290.7k $7.8m $7.8m 0.00% Reduced -174.7k -174,722
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 236,224236.2k $6.4m $6.4m 0.00% Reduced -23.7k -23,662
26 Liontrust Investment Partners LLP 0.09% of their portfolio LONDON, X0 230,000230.0k $6.2m $6.2m 0.09% Added +75.0k +75,000
27 Azora Capital LP 0.41% of their portfolio MIAMI, FL 210,241210.2k $5.7m $5.7m 0.41% New
28 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 204,057204.1k $5.5m $5.5m 0.00% Reduced -899 -899
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 203,562203.6k $5.5m $5.5m 0.00% Reduced -169.9k -169,920
30 SEVEN EIGHT CAPITAL, LP 0.53% of their portfolio New York, NY 189,385189.4k $5.1m $5.1m 0.53% Added +147.2k +147,213
31 Zweig-DiMenna Associates LLC 0.45% of their portfolio NEW YORK, NY 188,693188.7k $5.1m $5.1m 0.45% Unchanged
32 Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio VANCOUVER, A1 176,116176.1k $4.7m $4.7m 0.02% Added +115.3k +115,273
33 Swiss National Bank 0.00% of their portfolio ZURICH, V8 142,700142.7k $3.8m $3.8m 0.00% Added +2.2k +2,200
34 CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio PARIS, I0 139,154139.2k $3.7m $3.7m 0.05% New
35 Optiver Holding B.V. 0.15% of their portfolio AMSTERDAM, P7 131,810131.8k $3.5m $3.5m 0.15% Added +65.5k +65,505
36 UBS Group AG 0.00% of their portfolio ZURICH, V8 119,445119.4k $3.2m $3.2m 0.00% Added +36.0k +35,979
37 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 106,311106.3k $2.9m $2.9m 0.00% Added +3.3k +3,288
38 Magnetar Financial LLC 0.06% of their portfolio EVANSTON, IL 97,28197.3k $2.6m $2.6m 0.06% Added +89.2k +89,219
39 Edgestream Partners, L.P. 0.11% of their portfolio Princeton, NJ 82,73782.7k $2.2m $2.2m 0.11% Added +52.5k +52,457
40 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 79,92279.9k $1.3m $1.3m 0.00% Added +59.3k +59,346
41 Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio ZURICH, V8 78,39978.4k $2.1m $2.1m 0.01% Added +19.5k +19,500
42 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 76,15076.2k $2.0m $2.0m 0.00% Reduced -15.9k -15,900
43 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 72,49172.5k $1.9m $1.9m 0.00% Reduced -3.1k -3,064
44 Legal & General Group Plc 0.00% of their portfolio London, X0 72,34972.3k $1.9m $1.9m 0.00% Added +787 +787
45 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 71,57071.6k $1.9m $1.9m 0.00% Reduced -223 -223
46 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 70,84870.8k $1.9m $1.9m 0.00% Reduced -16.2k -16,232
47 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 70,46270.5k $1.9m $1.9m 0.00% Reduced -2.6k -2,553
48 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 69,64269.6k $1.9m $1.9m 0.00% Reduced -40.9k -40,941
49 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 65,01065.0k $1.7m $1.7m 0.00% Added +6.3k +6,320
50 TWO SIGMA SECURITIES, LLC 0.08% of their portfolio NEW YORK, NY 63,68763.7k $1.7m $1.7m 0.08% New
51 Compound Planning, Inc. 0.15% of their portfolio NEW YORK, NY 58,60358.6k $1.6m $1.6m 0.15% Reduced -54 -54
52 Robeco Institutional Asset Management B.V. 0.00% of their portfolio ROTTERDAM, P7 57,35657.4k $1.5m $1.5m 0.00% Unchanged
53 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 56,60856.6k $1.5m $1.5m 0.00% Reduced -19.6k -19,614
54 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 54,96755.0k $1.5m $1.5m 0.00% Reduced -7.0k -7,031
55 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 54,24354.2k $1.5m $1.5m 0.01% Reduced -206.5k -206,504
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 50,56050.6k $1.4m $1.4m 0.00% Added +7.8k +7,803
57 Entropy Technologies, LP 0.14% of their portfolio NEW YORK, NY 50,50150.5k $1.4m $1.4m 0.14% New
58 Eschler Asset Management LLP 0.87% of their portfolio London, X0 50,00050.0k $1.3m $1.3m 0.87% New
59 CTC LLC 0.02% of their portfolio CHICAGO, IL 49,69749.7k $1.3m $1.3m 0.02% Added +12.0k +11,960
60 WMG Financial Advisors, LLC 0.76% of their portfolio Knoxville, TN 49,13249.1k $1.3m $1.3m 0.76% Reduced -2.0k -2,000
61 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 46,62446.6k $1.3m $1.3m 0.00% Added +26.2k +26,161
62 Capital Impact Advisors, LLC 1.55% of their portfolio Boston, MA 44,36944.4k $1.2m $1.2m 1.55% Reduced -4.3k -4,263
63 Mariner, LLC 0.00% of their portfolio Overland Park, KS 42,60142.6k $1.1m $1.1m 0.00% Added +1.0k +1,006
64 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 42,35042.4k $1.1m $1.1m 0.00% Added +2.8k +2,770
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 41,44441.4k $1.1m $1.1m 0.00% Reduced -5.7k -5,745
66 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 41,32541.3k $1.1m $1.1m 0.00% Added +1.5k +1,463
67 Composition Wealth, LLC 0.03% of their portfolio LOS ANGELES, CA 40,37040.4k $1.1m $1.1m 0.03% Added +65 +65
68 Gryphon Financial Partners LLC 0.18% of their portfolio COLUMBUS, OH 40,00040.0k $1.1m $1.1m 0.18% Reduced -10.0k -10,000
69 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 39,98140.0k $1.1m $1.1m 0.01% Added +28.3k +28,317
70 TCI Wealth Advisors, Inc. 0.11% of their portfolio Tucson, AZ 39,97140.0k $1.1m $1.1m 0.11% Added +6.1k +6,088
71 BAILARD, INC. 0.03% of their portfolio Foster City, CA 39,29739.3k $1.1m $1.1m 0.03% Reduced -234 -234
72 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 38,18238.2k $1.0m $1.0m 0.01% Unchanged
73 Manchester Capital Management LLC 0.12% of their portfolio MANCHESTER, VT 37,32537.3k $1.0m $1.0m 0.12% Added +1.9k +1,932
74 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 37,30037.3k $1.0m $1.0m 0.00% Reduced -1.0m -1,023,573
75 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 36,59936.6k $984.1k $984.1k 0.00% Added +193 +193
76 Headlands Technologies LLC 0.23% of their portfolio CHICAGO, IL 36,18136.2k $972.9k $972.9k 0.23% Added +31.0k +31,002
77 Legacy Capital Group California, Inc. 0.36% of their portfolio LOS GATOS, CA 35,83135.8k $963.5k $963.5k 0.36% Reduced -928 -928
78 Coastal Bridge Advisors, LLC 0.22% of their portfolio WESTPORT, CT 35,68835.7k $959.6k $959.6k 0.22% Unchanged
79 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 35,02235.0k $942.0k $942.0k 0.00% Reduced -273 -273
80 Verition Fund Management LLC 0.01% of their portfolio GREENWICH, CT 33,67033.7k $905.4k $905.4k 0.01% New
81 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 32,60932.6k $876.4k $876.4k 0.00% Added +15 +15
82 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 32,43032.4k $872.0k $872.0k 0.00% Added +2.6k +2,557
83 SVB WEALTH LLC 0.02% of their portfolio BOSTON, MA 31,35631.4k $843.2k $843.2k 0.02% Reduced -21.2k -21,213
84 Maxi Investments CY Ltd 0.22% of their portfolio LIMASSOL, G4 30,10030.1k $809.0k $809.0k 0.22% Unchanged
85 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 29,68529.7k $798.2k $798.2k 0.00% Reduced -22 -22
86 HARBOR CAPITAL ADVISORS, INC. 0.10% of their portfolio CHICAGO, IL 29,19829.2k $785.0k $785.0k 0.10% New
87 Walleye Trading LLC 0.01% of their portfolio NEW YORK, NY 27,70127.7k $744.9k $744.9k 0.01% New
88 Tyler-Stone Wealth Management 0.33% of their portfolio Beachwood, OH 27,66727.7k $744.0k $744.0k 0.33% Reduced -260 -260
89 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 27,65127.7k $743.5k $743.5k 0.00% Added +846 +846
90 Hilltop Holdings Inc. 0.08% of their portfolio DALLAS, TX 27,61027.6k $742.4k $742.4k 0.08% Reduced -8.0k -8,044
91 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 27,34327.3k $735.0k $735.0k 0.00% Reduced -6.5k -6,451
92 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 26,60026.6k $715.3k $715.3k 0.00% Unchanged
93 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 26,03726.0k $700.1k $700.1k 0.00% Added +1.0k +1,022
94 LEVEL FOUR ADVISORY SERVICES, LLC 0.06% of their portfolio DALLAS, TX 25,76325.8k $1.1m $1.1m 0.06% Unchanged
95 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 24,67924.7k $664.0k $664.0k 0.00% Reduced -1.4k -1,367
96 Quantbot Technologies LP 0.04% of their portfolio NEW YORK, NY 24,45724.5k $657.6k $657.6k 0.04% New
97 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 23,92723.9k $643.4k $643.4k 0.00% Reduced -5.1k -5,149
98 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 23,76923.8k $639.1k $639.1k 0.00% Reduced -5.8k -5,766
99 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 21,84421.8k $587.3k $587.3k 0.02% Reduced -4.8k -4,819
100 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 21,70021.7k $583.5k $583.5k 0.00% Reduced -10 -10