Vault-13

UPSTART HLDGS INC UPST

COM · Common Stock · CUSIP 91680M107 · ISIN US91680M1071

389 institutional holders -5 vs Q4 2024
60,185,87660.2m shares reported held*
63.3% of all shares outstanding*
$2.8bnreported value*
55 new 159 added 97 reduced 54 sold out net bought ≈ $91.8m (+2.0m 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 ($3.2m this quarter). Holder counts are more reliable. Shares outstanding: 95.1m as of 2025-04-29, 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 ≈ $46.02. Options: 37 managers hold calls ($573.9m notional), 40 hold puts ($559.0m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 305Q4 22: 267Q1 23: 265Q2 23: 303Q3 23: 291Q4 23: 335Q1 24: 278Q2 24: 276Q3 24: 350Q4 24: 394Q1 25: 389389Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022305
Q4 2022267
Q1 2023265
Q2 2023303
Q3 2023291
Q4 2023335
Q1 2024278
Q2 2024276
Q3 2024350
Q4 2024394
Q1 2025389

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 147 bought or addedQ2 23: 112 cut or sold outQ3 23: 136 bought or addedQ3 23: 130 cut or sold outQ3 23Q4 23: 156 bought or addedQ4 23: 124 cut or sold outQ1 24: 113 bought or addedQ1 24: 184 cut or sold outQ1 24Q2 24: 133 bought or addedQ2 24: 116 cut or sold outQ3 24: 181 bought or addedQ3 24: 113 cut or sold outQ3 24Q4 24: 199 bought or addedQ4 24: 168 cut or sold outQ1 25: 214 bought or addedQ1 25: 151 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023147112
Q3 2023136130
Q4 2023156124
Q1 2024113184
Q2 2024133116
Q3 2024181113
Q4 2024199168
Q1 2025214151

Calls vs puts

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

CallsPuts
$0$500m$1bn$1.5bnQ2 24 calls: $272.6mQ2 24 puts: $304.8mQ2 24P/C 1.12Q3 24 calls: $590.8mQ3 24 puts: $585.8mQ3 24P/C 0.99Q4 24 calls: $1.1bnQ4 24 puts: $1.4bnQ4 24P/C 1.24Q1 25 calls: $573.9mQ1 25 puts: $559.0mQ1 25P/C 0.97
Numbers
QuarterCallsPutsP/C
Q2 2024$272.6m$304.8m1.12
Q3 2024$590.8m$585.8m0.99
Q4 2024$1.1bn$1.4bn1.24
Q1 2025$573.9m$559.0m0.97

Biggest buyers

CAPITAL FUND MANAGEMENT S.A. Added +765,134+765.1k
NORGES BANK Added +577,425+577.4k
Qube Research & Technologies Ltd Added +573,386+573.4k
Invesco Ltd. Added +560,668+560.7k
COATUE MANAGEMENT LLC Added +521,887+521.9k
Driehaus Capital Management LLC Added +506,787+506.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +455,509+455.5k
KADENSA CAPITAL Ltd New +412,171+412.2k
BARCLAYS PLC Added +332,326+332.3k
Man Group plc Added +312,954+313.0k

Biggest sellers

D. E. Shaw & Co., Inc. Reduced -2,063,836-2.1m
MARSHALL WACE, LLP Sold out -1,061,512-1.1m
MORGAN STANLEY Reduced -1,045,082-1.0m
GOLDMAN SACHS GROUP INC Reduced -583,932-583.9k
TWO SIGMA INVESTMENTS, LP Reduced -423,584-423.6k
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Reduced -312,000-312.0k
TWO SIGMA ADVISERS, LP Reduced -235,100-235.1k
Azora Capital LP Sold out -221,480-221.5k
FRED ALGER MANAGEMENT, LLC Reduced -150,985-151.0k
JANE STREET GROUP, LLC Reduced -148,197-148.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $114.8m2.5m shares
JANE STREET GROUP, LLC Reduced $101.5m2.2m shares
CITADEL ADVISORS LLC Reduced $94.6m2.1m shares
IMC-Chicago, LLC Added $62.3m1.4m shares
WOLVERINE TRADING, LLC Reduced $39.9m844.0k shares
SIMPLEX TRADING, LLC Reduced $25.8m560.9k shares
D. E. Shaw & Co., Inc. Reduced $20.4m442.7k shares
CAPITAL FUND MANAGEMENT S.A. Added $15.1m329.0k shares
GROUP ONE TRADING LLC Reduced $14.6m316.8k shares
TUDOR INVESTMENT CORP ET AL Added $14.4m312.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $132.1m2.9m shares
CITADEL ADVISORS LLC Reduced $74.4m1.6m shares
BARCLAYS PLC Added $40.1m870.3k shares
IMC-Chicago, LLC Reduced $36.7m798.3k shares
JANE STREET GROUP, LLC Reduced $28.6m621.0k shares
SIMPLEX TRADING, LLC Reduced $27.9m606.7k shares
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Reduced $27.6m600.0k shares
Squarepoint Ops LLC Reduced $23.3m505.9k shares
CAPITAL FUND MANAGEMENT S.A. Added $20.1m435.8k shares
WOLVERINE TRADING, LLC Added $19.6m415.4k 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 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
10010Q2 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 24Q2 24: 0 buyingQ2 24: 5 sellingQ3 24: 0 buyingQ3 24: 5 sellingQ3 24Q4 24: 0 buyingQ4 24: 7 sellingQ1 25: 0 buyingQ1 25: 6 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q2 20240—5$5.6m$4.6m
Q3 20240—5$10.8m$10.7m
Q4 20240—7$46.2m$44.0m
Q1 20250—6$9.3m$6.3m
DateInsiderTradeSharesPrice ValueTheir holding
2025-03-03 Cooper Kerry Whorton Director · See Footnote Sold plan 500 $68.09 $34.0k500 shares -3%
2025-02-25 Mirgorodskaya Natalia Officer Sold plan 1,309 $69.00 $90.3k1.3k shares -6%
2025-02-20 Datta Sanjay Chief Financial Officer Sold 16,070 $79.02 $1.3m16.1k shares -5%
2025-02-20 Gu Paul Chief Technology Offier, director Sold 12,007 $79.02 $948.8k12.0k shares -1%
2025-02-20 Darling Scott Chief Legal Officer Sold 4,794 $79.04 $378.9k4.8k shares -3%
2025-02-20 Girouard Dave Chief Executive Officer, director Sold 4,524 $79.01 $357.5k4.5k shares -8%
2025-02-20 Mirgorodskaya Natalia Officer Sold 794 $79.02 $62.7k794 shares -4%
2025-02-18 Girouard Dave Chief Executive Officer, director Sold plan 41,667 $84.65 $3.5m41.7k shares -42%
2025-01-15 Girouard Dave Chief Executive Officer, director Sold plan 41,667 $62.60 $2.6m41.7k shares -42%

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,014,6568.0m $368.9m $368.9m 0.01% Added +221.2k +221,204
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 6,510,1686.5m $299.7m $299.7m 0.01% Added +198.6k +198,579
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,008,7492.0m $92.5m $92.5m 0.00% Reduced -22.8k -22,755
4 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,935,5341.9m $89.1m $89.1m 0.01% Added +89.1k +89,096
5 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,829,4221.8m $84.2m $84.2m 0.02% Reduced -583.9k -583,932
6 FRED ALGER MANAGEMENT, LLC 0.46% of their portfolio NEW YORK, NY 1,764,1361.8m $81.2m $81.2m 0.46% Reduced -151.0k -150,985
7 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,587,7271.6m $73.1m $73.1m 0.01% Reduced -1.0m -1,045,082
8 BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio PARIS, I0 1,566,5161.6m $72.1m $72.1m 0.06% First filing
9 TWO SIGMA INVESTMENTS, LP 0.15% of their portfolio NEW YORK, NY 1,499,1861.5m $69.0m $69.0m 0.15% Reduced -423.6k -423,584
10 TWO SIGMA ADVISERS, LP 0.15% of their portfolio NEW YORK, NY 1,474,2001.5m $67.9m $67.9m 0.15% Reduced -235.1k -235,100
11 RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio NEW YORK, NY 1,441,6001.4m $66.4m $66.4m 0.10% Added +61.7k +61,700
12 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 1,270,3521.3m $58.5m $58.5m 0.01% Added +560.7k +560,668
13 D. E. Shaw & Co., Inc. 0.07% of their portfolio New York, NY 1,223,9231.2m $56.3m $56.3m 0.07% Reduced -2.1m -2,063,836
14 Driehaus Capital Management LLC 0.54% of their portfolio Chicago, IL 1,215,2371.2m $55.9m $55.9m 0.54% Added +506.8k +506,787
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,198,1871.2m $55.2m $55.2m 0.00% Added +237.4k +237,433
16 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% of their portfolio CAUSEWAY BAY, K3 1,197,9661.2m $55.1m $55.1m 0.12% Added +44.6k +44,635
17 Qube Research & Technologies Ltd 0.08% of their portfolio LONDON, X0 1,178,4081.2m $54.2m $54.2m 0.08% Added +573.4k +573,386
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio BALA CYNWYD, PA 987,638987.6k $45.5m $45.5m 0.07% Added +455.5k +455,509
19 NORGES BANK 0.01% of their portfolio OSLO, Q8 986,037986.0k $45.4m $45.4m 0.01% Added +577.4k +577,425
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.16% of their portfolio JUPITER, FL 952,701952.7k $43.9m $43.9m 0.16% Reduced -74.2k -74,159
21 FULLER & THALER ASSET MANAGEMENT, INC. 0.16% of their portfolio SAN MATEO, CA 907,581907.6k $41.8m $41.8m 0.16% Added +197.9k +197,876
22 Man Group plc 0.12% of their portfolio LONDON, X0 905,197905.2k $41.7m $41.7m 0.12% Added +313.0k +312,954
23 COATUE MANAGEMENT LLC 0.18% of their portfolio New York, NY 870,947870.9k $40.1m $40.1m 0.18% Added +521.9k +521,887
24 CAPITAL FUND MANAGEMENT S.A. 0.50% of their portfolio PARIS, I0 854,152854.2k $39.3m $39.3m 0.50% Added +765.1k +765,134
25 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 774,806774.8k $35.7m $35.7m 0.01% Reduced -7.8k -7,751
26 UBS Group AG 0.01% of their portfolio ZURICH, V8 757,925757.9k $34.9m $34.9m 0.01% Added +195.9k +195,881
27 BARCLAYS PLC 0.02% of their portfolio LONDON, X0 731,951732.0k $33.7m $33.7m 0.02% Added +332.3k +332,326
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 679,055679.1k $31.3m $31.3m 0.00% Reduced -44.3k -44,251
29 Connor, Clark & Lunn Investment Management Ltd. 0.14% of their portfolio VANCOUVER, A1 677,049677.0k $31.2m $31.2m 0.14% Added +221.9k +221,881
30 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.48% of their portfolio Boston, MA 671,000671.0k $30.9m $30.9m 1.48% Reduced -312.0k -312,000
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 657,855657.9k $30.3m $30.3m 0.01% Added +737 +737
32 Trexquant Investment LP 0.26% of their portfolio STAMFORD, CT 476,646476.6k $21.9m $21.9m 0.26% Reduced -119.7k -119,743
33 Squarepoint Ops LLC 0.05% of their portfolio NEW YORK, NY 426,077426.1k $19.6m $19.6m 0.05% Reduced -32.9k -32,888
34 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 414,893414.9k $19.1m $19.1m 0.01% First filing
35 KADENSA CAPITAL Ltd 2.35% of their portfolio CENTRAL, K3 412,171412.2k $19.0m $19.0m 2.35% New
36 Pathstone Holdings, LLC 0.08% of their portfolio ENGLEWOOD, NJ 387,368387.4k $17.8m $17.8m 0.08% Reduced -8.7k -8,728
37 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 351,101351.1k $16.2m $16.2m 0.01% Reduced -5.5k -5,539
38 Jump Financial, LLC 0.18% of their portfolio Chicago, IL 262,327262.3k $12.1m $12.1m 0.18% Added +95.3k +95,290
39 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio TORONTO, A6 262,000262.0k $12.1m $12.1m 0.03% Unchanged
40 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 241,211241.2k $11.1m $11.1m 0.00% Reduced -33.3k -33,271
41 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 234,794234.8k $10.8m $10.8m 0.01% Added +202.1k +202,094
42 Verition Fund Management LLC 0.06% of their portfolio GREENWICH, CT 226,883226.9k $10.4m $10.4m 0.06% Added +121.3k +121,269
43 Tidal Investments LLC 0.08% of their portfolio Milwaukee, WI 217,631217.6k $10.0m $10.0m 0.08% Added +76.9k +76,926
44 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 204,678204.7k $9.4m $9.4m 0.01% Added +14.4k +14,385
45 Aquatic Capital Management LLC 0.22% of their portfolio CHICAGO, IL 186,885186.9k $8.6m $8.6m 0.22% New
46 Sepio Capital, LP 0.66% of their portfolio Salt Lake City, UT 180,300180.3k $8.3m $8.3m 0.66% New
47 Quantbot Technologies LP 0.26% of their portfolio NEW YORK, NY 180,035180.0k $8.3m $8.3m 0.26% Added +147.6k +147,582
48 Twin Tree Management, LP 0.18% of their portfolio DALLAS, TX 175,857175.9k $8.1m $8.1m 0.18% Added +155.6k +155,553
49 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 173,017173.0k $8.0m $8.0m 0.00% Added +27.3k +27,287
50 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 172,600172.6k $7.9m $7.9m 0.01% New
51 Liontrust Investment Partners LLP 0.12% of their portfolio LONDON, X0 161,402161.4k $7.4m $7.4m 0.12% Added +97.8k +97,836
52 Swiss National Bank 0.01% of their portfolio ZURICH, V8 159,100159.1k $7.3m $7.3m 0.01% Added +9.4k +9,400
53 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 147,135147.1k $6.8m $6.8m 0.01% Added +35.1k +35,070
54 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 141,161141.2k $6.5m $6.5m 0.01% Added +7.9k +7,879
55 Engineers Gate Manager LP 0.11% of their portfolio NEW YORK, NY 136,866136.9k $6.3m $6.3m 0.11% Reduced -143.1k -143,143
56 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 130,830130.8k $6.0m $6.0m 0.01% Reduced -148.2k -148,197
57 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 128,840128.8k $5.9m $5.9m 0.01% Reduced -89.5k -89,467
58 Schonfeld Strategic Advisors LLC 0.04% of their portfolio NEW YORK, NY 127,647127.6k $5.9m $5.9m 0.04% Added +81.9k +81,922
59 Magnetar Financial LLC 0.07% of their portfolio EVANSTON, IL 121,701121.7k $5.6m $5.6m 0.07% Added +110.1k +110,099
60 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 118,687118.7k $5.5m $5.5m 0.00% Added +112.0k +112,002
61 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 118,678118.7k $5.5m $5.5m 0.00% Reduced -3.1k -3,062
62 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 117,307117.3k $5.4m $5.4m 0.01% Added +5.2k +5,160
63 BANK OF NOVA SCOTIA 0.01% of their portfolio TORONTO, A6 110,031110.0k $5.1m $5.1m 0.01% Reduced -13.2k -13,160
64 Parallax Volatility Advisers, L.P. 0.15% of their portfolio San Francisco, CA 99,39899.4k $4.6m $4.6m 0.15% New
65 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 96,70696.7k $4.5m $4.5m 0.00% Added +45.7k +45,664
66 ExodusPoint Capital Management, LP 0.06% of their portfolio NEW YORK, NY 96,08096.1k $4.4m $4.4m 0.06% Added +30.1k +30,088
67 GROUP ONE TRADING LLC 0.18% of their portfolio CHICAGO, IL 94,69094.7k $4.4m $4.4m 0.18% New
68 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 93,63093.6k $4.3m $4.3m 0.00% Added +9.9k +9,911
69 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 90,91090.9k $4.2m $4.2m 0.00% Unchanged
70 Legal & General Group Plc 0.00% of their portfolio London, X0 82,08582.1k $3.8m $3.8m 0.00% Added +4.5k +4,465
71 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 76,64976.6k $3.5m $3.5m 0.00% New
72 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 76,03676.0k $3.5m $3.5m 0.00% Added +4.7k +4,706
73 Robeco Institutional Asset Management B.V. 0.01% of their portfolio ROTTERDAM, P7 75,00075.0k $3.5m $3.5m 0.01% Unchanged
74 INTECH INVESTMENT MANAGEMENT LLC 0.04% of their portfolio WEST PALM BEACH, FL 74,13474.1k $3.4m $3.4m 0.04% Added +30.7k +30,739
75 Edgestream Partners, L.P. 0.12% of their portfolio Princeton, NJ 74,07774.1k $3.4m $3.4m 0.12% New
76 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 73,81673.8k $3.4m $3.4m 0.00% Reduced -13.8k -13,774
77 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 73,45173.5k $3.4m $3.4m 0.00% Added +12.7k +12,683
78 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio BALA CYNWYD, PA 70,16070.2k $3.2m $3.2m 0.05% Unchanged
79 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.29% of their portfolio Englewood, NJ 70,11770.1k $3.2m $3.2m 0.29% Added +48.3k +48,342
80 Hillsdale Investment Management Inc. 0.16% of their portfolio Toronto, A6 68,30068.3k $3.1m $3.1m 0.16% Added +5.7k +5,700
81 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 66,52466.5k $3.1m $3.1m 0.02% Reduced -11.5k -11,499
82 Royal Fund Management, LLC 0.36% of their portfolio Lady Lake, FL 65,34065.3k $3.0m $3.0m 0.36% New
83 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 63,29463.3k $2.9m $2.9m 0.03% Added +13.7k +13,729
84 Global IMC LLC 0.77% of their portfolio SOLANA BEACH, CA 61,55161.6k $2.8m $2.8m 0.77% New
85 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 60,52860.5k $2.8m $2.8m 0.00% Added +4.2k +4,172
86 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 59,12959.1k $2.7m $2.7m 0.00% Reduced -5.1k -5,148
87 ALGERT GLOBAL LLC 0.07% of their portfolio SAN FRANCISCO, CA 57,18457.2k $2.6m $2.6m 0.07% Added +6.6k +6,578
88 Tyler-Stone Wealth Management 0.45% of their portfolio Beachwood, OH 54,83454.8k $2.5m $2.5m 0.45% Unchanged
89 Informed Momentum Co LLC 0.41% of their portfolio SOLANA BEACH, CA 52,05352.1k $2.4m $2.4m 0.41% Reduced -33.5k -33,503
90 FOX RUN MANAGEMENT, L.L.C. 0.35% of their portfolio GREENWICH, CT 49,68449.7k $2.3m $2.3m 0.35% Added +44.5k +44,508
91 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 49,67049.7k $2.3m $2.3m 0.00% Reduced -9.5k -9,541
92 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 47,83047.8k $2.2m $2.2m 0.00% Added +4.6k +4,583
93 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 47,72447.7k $2.2m $2.2m 0.02% New
94 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 47,55347.6k $2.2m $2.2m 0.00% Added +4.0k +3,974
95 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 46,45246.5k $2.1m $2.1m 0.01% Reduced -709 -709
96 Manchester Capital Management LLC 0.25% of their portfolio MANCHESTER, VT 43,39243.4k $2.0m $2.0m 0.25% Unchanged
97 Brevan Howard Capital Management LP 0.06% of their portfolio ST. HELIER, Y9 43,13343.1k $2.0m $2.0m 0.06% Reduced -25.9k -25,924
98 Jefferies Financial Group Inc. 0.03% of their portfolio NEW YORK, NY 42,41542.4k $2.0m $2.0m 0.03% Added +12.2k +12,242
99 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 42,30642.3k $1.9m $1.9m 0.00% Added +19.2k +19,239
100 Main Management ETF Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 41,09741.1k $1.9m $1.9m 0.09% New