| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing DOCU Share Count |
|---|
| Quattro Financial Advisors LLC |
59 |
10,000 |
+9,941 |
+16849.15% |
| Assenagon Asset Management S.A. |
46,873 |
495,126 |
+448,253 |
+956.31% |
| MV Capital Management Inc. |
2 |
21 |
+19 |
+950.00% |
| Cutler Group LP |
200 |
2,000 |
+1,800 |
+900.00% |
| Banque Cantonale Vaudoise |
8,192 |
40,233 |
+32,041 |
+391.13% |
| First Horizon Advisors Inc. |
10 |
48 |
+38 |
+380.00% |
| GSA Capital Partners LLP |
12,895 |
48,223 |
+35,328 |
+273.97% |
| Summit Global Investments |
4,428 |
16,372 |
+11,944 |
+269.74% |
| Robeco Institutional Asset Management B.V. |
327,100 |
1,022,231 |
+695,131 |
+212.51% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
291 |
543 |
+252 |
+86.60% |
| Diversified Trust Co |
6,191 |
11,154 |
+4,963 |
+80.16% |
| Zurcher Kantonalbank Zurich Cantonalbank |
37,715 |
65,857 |
+28,142 |
+74.62% |
| Victory Capital Management Inc. |
139,255 |
236,719 |
+97,464 |
+69.99% |
| Capstone Investment Advisors LLC |
15,204 |
22,531 |
+7,327 |
+48.19% |
| Massmutual Trust Co. FSB ADV |
7 |
10 |
+3 |
+42.86% |
| Harel Insurance Investments & Financial Services Ltd. |
39,039 |
52,998 |
+13,959 |
+35.76% |
| Rehmann Capital Advisory Group |
6,257 |
8,387 |
+2,130 |
+34.04% |
| Van ECK Associates Corp |
31,479 |
41,129 |
+9,650 |
+30.66% |
| Lindbrook Capital LLC |
329 |
426 |
+97 |
+29.48% |
| CWM LLC |
19,437 |
25,141 |
+5,704 |
+29.35% |
| Oak Family Advisors LLC |
49,716 |
63,023 |
+13,307 |
+26.77% |
| Signaturefd LLC |
1,418 |
1,749 |
+331 |
+23.34% |
| Valley National Advisers Inc. |
98 |
118 |
+20 |
+20.41% |
| Sunbelt Securities Inc. |
2,840 |
3,412 |
+572 |
+20.14% |
| GAMMA Investing LLC |
106 |
127 |
+21 |
+19.81% |
| IFM Investors Pty Ltd |
33,872 |
40,191 |
+6,319 |
+18.66% |
| Asahi Life Asset Management CO. LTD. |
5,170 |
5,940 |
+770 |
+14.89% |
| Glass Jacobson Investment Advisors llc |
7 |
8 |
+1 |
+14.29% |
| Westbourne Investment Advisors Inc. |
42,603 |
47,862 |
+5,259 |
+12.34% |
| Sigma Planning Corp |
4,462 |
4,997 |
+535 |
+11.99% |
| Huntington National Bank |
930 |
1,027 |
+97 |
+10.43% |
| Mitchell & Pahl Private Wealth LLC |
17,811 |
19,435 |
+1,624 |
+9.12% |
| Summit Trail Advisors LLC |
11,359 |
12,291 |
+932 |
+8.20% |
| Perpetual Ltd |
32,540 |
34,844 |
+2,304 |
+7.08% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
46,800 |
50,100 |
+3,300 |
+7.05% |
| BNP Paribas Arbitrage SA |
142,670 |
150,975 |
+8,305 |
+5.82% |
| Daiwa Securities Group Inc. |
14,872 |
15,672 |
+800 |
+5.38% |
| Global Retirement Partners LLC |
665 |
698 |
+33 |
+4.96% |
| Regions Financial Corp |
36,274 |
37,951 |
+1,677 |
+4.62% |
| Private Advisor Group LLC |
26,122 |
27,197 |
+1,075 |
+4.12% |
| Raymond James Financial Services Advisors Inc. |
134,297 |
138,741 |
+4,444 |
+3.31% |
| Migdal Insurance & Financial Holdings Ltd. |
836 |
859 |
+23 |
+2.75% |
| Asset Management One Co. Ltd. |
75,410 |
77,093 |
+1,683 |
+2.23% |
| SeaCrest Wealth Management LLC |
11,087 |
11,327 |
+240 |
+2.16% |
| Linden Thomas Advisory Services LLC |
11,177 |
11,394 |
+217 |
+1.94% |
| Tokio Marine Asset Management Co. Ltd. |
6,975 |
7,077 |
+102 |
+1.46% |
| Cambridge Investment Research Advisors Inc. |
54,962 |
55,709 |
+747 |
+1.36% |
| New York State Teachers Retirement System |
18,282 |
18,469 |
+187 |
+1.02% |
| Gilbert & Cook Inc. |
8,497 |
8,575 |
+78 |
+0.92% |
| Gilman Hill Asset Management LLC |
75,041 |
75,726 |
+685 |
+0.91% |
| Venturi Wealth Management LLC |
9,933 |
10,014 |
+81 |
+0.82% |
| Cary Street Partners Investment Advisory LLC |
3,660 |
3,690 |
+30 |
+0.82% |
| Sumitomo Mitsui Trust Holdings Inc. |
470,181 |
473,219 |
+3,038 |
+0.65% |
| Aspen Investment Management Inc |
3,800 |
3,809 |
+9 |
+0.24% |
| Aspiriant LLC |
10,547 |
10,550 |
+3 |
+0.03% |
| 13F Filers Reporting New Positions In DOCU |
|---|
| Fifth Third Bancorp |
0 |
59 |
+59 |
+100% |
| BNP Paribas |
0 |
8,300 |
+8,300 |
+100% |
| Pzena Investment Management LLC |
0 |
5,573 |
+5,573 |
+100% |
| Trust Co. of Vermont |
0 |
16 |
+16 |
+100% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
0 |
113,203 |
+113,203 |
+100% |
| Skylands Capital LLC |
0 |
4,000 |
+4,000 |
+100% |
| Essex Financial Services Inc. |
0 |
3,604 |
+3,604 |
+100% |
| J.W. Cole Advisors Inc. |
0 |
7,791 |
+7,791 |
+100% |
| Convergence Investment Partners LLC |
0 |
7,187 |
+7,187 |
+100% |
| YHB Investment Advisors Inc. |
0 |
125 |
+125 |
+100% |
| Simplex Trading LLC |
0 |
3,900 |
+3,900 |
+100% |
| Mather Group LLC. |
0 |
13 |
+13 |
+100% |
| JFS Wealth Advisors LLC |
0 |
2 |
+2 |
+100% |
| Retirement Systems of Alabama |
0 |
146,095 |
+146,095 |
+100% |
| Dakota Wealth Management |
0 |
22,841 |
+22,841 |
+100% |
| RFG Advisory LLC |
0 |
3,845 |
+3,845 |
+100% |
| Polianta Ltd |
0 |
19,800 |
+19,800 |
+100% |
| Bfsg LLC |
0 |
50 |
+50 |
+100% |
| CenterStar Asset Management LLC |
0 |
6,959 |
+6,959 |
+100% |
| Triumph Capital Management |
0 |
4,203 |
+4,203 |
+100% |
| Clear Creek Financial Management LLC |
0 |
6,476 |
+6,476 |
+100% |
| Avion Wealth |
0 |
9 |
+9 |
+100% |
| Sovereign Financial Group Inc. |
0 |
3,929 |
+3,929 |
+100% |
| Pallas Capital Advisors LLC |
0 |
9,462 |
+9,462 |
+100% |
| Simplicity Wealth LLC |
0 |
10,137 |
+10,137 |
+100% |
| Register Financial Advisors LLC |
0 |
620 |
+620 |
+100% |
| PFG Investments LLC |
0 |
14,619 |
+14,619 |
+100% |
| Norden Group LLC |
0 |
7,847 |
+7,847 |
+100% |
| Lecap Asset Management Ltd. |
0 |
33,054 |
+33,054 |
+100% |
| Unique Wealth Strategies LLC |
0 |
8,299 |
+8,299 |
+100% |
| Mediolanum International Funds Ltd |
0 |
119,845 |
+119,845 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Proequities Inc. |
135 |
135 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
2 |
2 |
UNCH |
0.00% |
| Griffin Asset Management Inc. |
4,450 |
4,450 |
UNCH |
0.00% |
| Pittenger & Anderson Inc. |
11 |
11 |
UNCH |
0.00% |
| Optimum Investment Advisors |
200 |
200 |
UNCH |
0.00% |
| Adirondack Trust Co. |
235 |
235 |
UNCH |
0.00% |
| Hollencrest Capital Management |
90 |
90 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
406 |
406 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
36 |
36 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
44 |
44 |
UNCH |
0.00% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
17,727 |
17,727 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
1,010 |
1,010 |
UNCH |
0.00% |
| Asset Dedication LLC |
53 |
53 |
UNCH |
0.00% |
| State of New Jersey Common Pension Fund D |
120,990 |
120,990 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
200 |
200 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
52 |
52 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
300 |
300 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
129 |
129 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
558 |
558 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
18 |
18 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
16,939 |
16,939 |
UNCH |
0.00% |
| St. Johns Investment Management Company LLC |
10 |
10 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
150 |
150 |
UNCH |
0.00% |
| Solstein Capital LLC |
18 |
18 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
141 |
141 |
UNCH |
0.00% |
| Versant Capital Management Inc |
590 |
590 |
UNCH |
0.00% |
| Retirement Group LLC |
5 |
5 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
3,444 |
3,444 |
UNCH |
0.00% |
| Sage Rhino Capital LLC |
36,472 |
36,472 |
UNCH |
0.00% |
| PSI Advisors LLC |
239 |
239 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
15,624 |
15,624 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
145 |
145 |
UNCH |
0.00% |
| Key Financial Inc |
7 |
7 |
UNCH |
0.00% |
| CVA Family Office LLC |
212 |
212 |
UNCH |
0.00% |
| First Pacific Financial |
1,092 |
1,092 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
140 |
140 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
679 |
679 |
UNCH |
0.00% |
| GoalVest Advisory LLC |
181 |
181 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
2 |
2 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
144 |
144 |
UNCH |
0.00% |
| Activest Wealth Management |
269 |
269 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
5 |
5 |
UNCH |
0.00% |
| Shearwater Capital LLC |
114,428 |
114,428 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
2,265 |
2,265 |
UNCH |
0.00% |
| SYSTM Wealth Solutions LLC |
113 |
113 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
106 |
106 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
72 |
72 |
UNCH |
0.00% |
| PFS Partners LLC |
105 |
105 |
UNCH |
0.00% |
| Financial Perspectives Inc |
981 |
981 |
UNCH |
0.00% |
| Valued Wealth Advisors LLC |
13 |
13 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
50 |
50 |
UNCH |
0.00% |
| Bear Mountain Capital Inc. |
5 |
5 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
150 |
150 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
102 |
102 |
UNCH |
0.00% |
| Planning Capital Management Corp |
150 |
150 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
53 |
53 |
UNCH |
0.00% |
| American Capital Advisory LLC |
4 |
4 |
UNCH |
0.00% |
| 13F Filers Decreasing DOCU Share Count |
|---|
| Gleason Group Inc. |
1,855 |
44 |
-1,811 |
-97.63% |
| BI Asset Management Fondsmaeglerselskab A S |
185,482 |
9,688 |
-175,794 |
-94.78% |
| Royal Fund Management LLC |
29,200 |
2,800 |
-26,400 |
-90.41% |
| Global Wealth Strategies & Associates |
95 |
20 |
-75 |
-78.95% |
| AdvisorNet Financial Inc |
108 |
23 |
-85 |
-78.70% |
| NBC Securities Inc. |
296 |
66 |
-230 |
-77.70% |
| Private Trust Co. NA |
892 |
215 |
-677 |
-75.90% |
| Gradient Investments LLC |
1,248 |
405 |
-843 |
-67.55% |
| Global Trust Asset Management LLC |
2,988 |
1,088 |
-1,900 |
-63.59% |
| Coronation Fund Managers Ltd. |
52,422 |
23,202 |
-29,220 |
-55.74% |
| Smartleaf Asset Management LLC |
31 |
14 |
-17 |
-54.84% |
| Larson Financial Group LLC |
245 |
119 |
-126 |
-51.43% |
| Macroview Investment Management LLC |
251 |
127 |
-124 |
-49.40% |
| Tsfg LLC |
160 |
92 |
-68 |
-42.50% |
| Rakuten Securities Inc. |
2,544 |
1,473 |
-1,071 |
-42.10% |
| Amalgamated Bank |
23,232 |
13,818 |
-9,414 |
-40.52% |
| Bogart Wealth LLC |
396 |
239 |
-157 |
-39.65% |
| Salem Investment Counselors Inc. |
193 |
118 |
-75 |
-38.86% |
| City State Bank |
1,524 |
999 |
-525 |
-34.45% |
| State of Alaska Department of Revenue |
11,390 |
8,515 |
-2,875 |
-25.24% |
| Whittier Trust Co. |
935 |
715 |
-220 |
-23.53% |
| CNB Bank |
1,017 |
780 |
-237 |
-23.30% |
| Weatherly Asset Management L. P. |
6,618 |
5,216 |
-1,402 |
-21.18% |
| TrimTabs Asset Management LLC |
35,665 |
28,290 |
-7,375 |
-20.68% |
| Wealth Enhancement Advisory Services LLC |
6,556 |
5,288 |
-1,268 |
-19.34% |
| Ridgewood Investments LLC |
11,795 |
9,538 |
-2,257 |
-19.14% |
| Telos Capital Management Inc. |
9,668 |
7,997 |
-1,671 |
-17.28% |
| Benjamin F. Edwards & Company Inc. |
3,831 |
3,242 |
-589 |
-15.37% |
| Intellectus Partners LLC |
11,326 |
9,726 |
-1,600 |
-14.13% |
| Kestra Private Wealth Services LLC |
7,151 |
6,234 |
-917 |
-12.82% |
| Quent Capital LLC |
381 |
333 |
-48 |
-12.60% |
| Pinnacle Associates Ltd. |
7,567 |
6,639 |
-928 |
-12.26% |
| Newbridge Financial Services Group Inc. |
910 |
800 |
-110 |
-12.09% |
| International Assets Investment Management LLC |
8,779 |
7,729 |
-1,050 |
-11.96% |
| DNB Asset Management AS |
32,839 |
28,932 |
-3,907 |
-11.90% |
| Mn Services Vermogensbeheer B.V. |
93,300 |
82,400 |
-10,900 |
-11.68% |
| Parkside Financial Bank & Trust |
102 |
91 |
-11 |
-10.78% |
| Allworth Financial LP |
1,833 |
1,640 |
-193 |
-10.53% |
| Exchange Traded Concepts LLC |
7,257 |
6,534 |
-723 |
-9.96% |
| Commonwealth Equity Services LLC |
88,354 |
80,194 |
-8,160 |
-9.24% |
| PayPay Securities Corp |
23 |
21 |
-2 |
-8.70% |
| Spire Wealth Management |
1,460 |
1,335 |
-125 |
-8.56% |
| Los Angeles Capital Management & Equity Research Inc. |
551,726 |
505,395 |
-46,331 |
-8.40% |
| Lincoln National Corp |
4,039 |
3,704 |
-335 |
-8.29% |
| Nordea Investment Management AB |
476,656 |
437,210 |
-39,446 |
-8.28% |
| Janney Montgomery Scott LLC |
28,051 |
25,751 |
-2,300 |
-8.20% |
| LaFleur & Godfrey LLC |
3,829 |
3,529 |
-300 |
-7.83% |
| DMG Group LLC |
4,320 |
3,982 |
-338 |
-7.82% |
| Selective Wealth Management Inc. |
67,549 |
62,880 |
-4,669 |
-6.91% |
| Whittier Trust Co. of Nevada Inc. |
1,470 |
1,370 |
-100 |
-6.80% |
| FinTrust Capital Advisors LLC |
6,150 |
5,746 |
-404 |
-6.57% |
| Financial Advocates Investment Management |
11,845 |
11,110 |
-735 |
-6.21% |
| Bennett Selby Investments LP |
7,601 |
7,153 |
-448 |
-5.89% |
| Raymond James & Associates |
184,628 |
174,404 |
-10,224 |
-5.54% |
| UMB Bank N A MO |
56 |
53 |
-3 |
-5.36% |
| Allspring Global Investments Holdings LLC |
5,390 |
5,118 |
-272 |
-5.05% |
| Apollon Wealth Management LLC |
3,773 |
3,585 |
-188 |
-4.98% |
| Bristlecone Advisors LLC |
5,841 |
5,557 |
-284 |
-4.86% |
| Kovack Advisors Inc. |
8,751 |
8,442 |
-309 |
-3.53% |
| DekaBank Deutsche Girozentrale |
31,759 |
30,691 |
-1,068 |
-3.36% |
| Kingswood Wealth Advisors LLC |
4,770 |
4,617 |
-153 |
-3.21% |
| Essex LLC |
7,350 |
7,130 |
-220 |
-2.99% |
| Baader Bank INC |
15,953 |
15,500 |
-453 |
-2.84% |
| DAVENPORT & Co LLC |
11,315 |
10,996 |
-319 |
-2.82% |
| Resonant Capital Advisors LLC |
17,300 |
16,818 |
-482 |
-2.79% |
| Principal Financial Group Inc. |
20,893 |
20,317 |
-576 |
-2.76% |
| Flagship Harbor Advisors LLC |
9,789 |
9,585 |
-204 |
-2.08% |
| California Public Employees Retirement System |
353,735 |
349,658 |
-4,077 |
-1.15% |
| Silvant Capital Management LLC |
4,566 |
4,520 |
-46 |
-1.01% |
| Legal Advantage Investments Inc. |
5,015 |
4,965 |
-50 |
-1.00% |
| Rise Advisors LLC |
501 |
496 |
-5 |
-1.00% |
| Western Wealth Management LLC |
5,797 |
5,745 |
-52 |
-0.90% |
| RMR Wealth Builders |
9,246 |
9,175 |
-71 |
-0.77% |
| CENTRAL TRUST Co |
2,139 |
2,125 |
-14 |
-0.65% |
| Lyell Wealth Management LP |
18,801 |
18,681 |
-120 |
-0.64% |
| Grimes & Company Inc. |
291,500 |
289,758 |
-1,742 |
-0.60% |
| Green Alpha Advisors LLC |
13,535 |
13,483 |
-52 |
-0.38% |
| Commerce Bank |
9,195 |
9,170 |
-25 |
-0.27% |
| Grove Bank & Trust |
421 |
420 |
-1 |
-0.24% |
| Bank of New York Mellon Corp |
1,073,777 |
1,071,841 |
-1,936 |
-0.18% |
| Transcend Wealth Collective LLC |
81,526 |
81,517 |
-9 |
-0.01% |
| 13F Filers Exiting DOCU |
|---|
| Naples Money Management LLC |
150 |
0 |
-150 |
-100.00% |
| Turtle Creek Wealth Advisors LLC |
42 |
0 |
-42 |
-100.00% |
| Strategic Advocates LLC |
14,663 |
0 |
-14,663 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
538 |
0 |
-538 |
-100.00% |
| Granite Bay Wealth Management LLC |
216,617 |
0 |
-216,617 |
-100.00% |
| Carmel Capital Partners LLC |
9,455 |
0 |
-9,455 |
-100.00% |
| Ronald Blue Trust Inc. |
72 |
0 |
-72 |
-100.00% |
| Tennessee Valley Asset Management Partners |
1,394 |
0 |
-1,394 |
-100.00% |
| Advisor Resource Council |
4,332 |
0 |
-4,332 |
-100.00% |
| Schwarz Dygos Wheeler Investment Advisors LLC |
6,657 |
0 |
-6,657 |
-100.00% |
| Levin Easterly Partners LLC |
5,001 |
0 |
-5,001 |
-100.00% |
| Oak Thistle LLC |
19,536 |
0 |
-19,536 |
-100.00% |
| FORA Capital LLC |
145,965 |
0 |
-145,965 |
-100.00% |
| Counterpoint Mutual Funds LLC |
4,006 |
0 |
-4,006 |
-100.00% |
| Good Life Advisors LLC |
4,174 |
0 |
-4,174 |
-100.00% |
| Wealthcare Advisory Partners LLC |
3,604 |
0 |
-3,604 |
-100.00% |
| Clarius Group LLC |
16,202 |
0 |
-16,202 |
-100.00% |
| Capital Investment Advisory Services LLC |
1,836 |
0 |
-1,836 |
-100.00% |
| Glassman Wealth Services |
86 |
0 |
-86 |
-100.00% |
| Mitchell Mcleod Pugh & Williams Inc. |
3,491 |
0 |
-3,491 |
-100.00% |
| Stratos Wealth Partners LTD. |
4,754 |
0 |
-4,754 |
-100.00% |
| Kessler Investment Group LLC |
7 |
0 |
-7 |
-100.00% |
| IMC Chicago LLC |
38,726 |
0 |
-38,726 |
-100.00% |
| Azzad Asset Management Inc. ADV |
15,300 |
0 |
-15,300 |
-100.00% |
| WASHINGTON TRUST Co |
160 |
0 |
-160 |
-100.00% |
| Manchester Financial Inc. |
7,415 |
0 |
-7,415 |
-100.00% |
| Hazlett Burt & Watson Inc. |
22 |
0 |
-22 |
-100.00% |
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