Enphase EnergyENPH

13F holders, Q1 2024 (March 31)
723holders
9famous investors
$121.09avg. 13F price*

At the end of Q1 2024, 723 institutions reported holding Enphase Energy Inc. (ENPH) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock Inc. ($1.8B) and State Street Corp. ($709.4M). 9 famous investors held it, including Philippe Laffont (0.5% of Coatue Management's portfolio), Jeremy Grantham (0.2% of GMO's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
Enphase Energy Inc.
CUSIP
29355A107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 723Q1 2024Q2 2024: 716Q2 2024Q3 2024: 733Q3 2024Q4 2024: 625Q4 2024Q1 2025: 590Q1 2025Q2 2025: 518Q2 2025Q3 2025: 489Q3 2025Q4 2025: 473Q4 2025Q1 2026: 495Q1 2026Q2 2026: 537Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions70$295.7M
Exits104$207.5M

Ownership 723 holders

Vanguard Group Inc. 0.04% Reduce -0.1% 15,622,701 $1.9B
BlackRock Inc. 0.04% Add +4.9% 15,056,812 $1.8B
State Street Corp. 0.03% Add +3.7% 5,863,896 $709.4M
Baillie Gifford & Co. 0.37% Reduce -2.4% 3,980,651 $481.6M
Invesco Ltd. 0.09% Reduce -14.4% 3,624,949 $438.5M
Swedbank AB 0.60% Reduce -4.6% 3,505,790 $424.1M
Geode Capital Management, LLC 0.04% Add +2.8% 3,218,233 $388.9M
Voya Investment Management LLC 0.38% Add +11.7% 2,818,839 $341.0M
Goldman Sachs Group Inc. 0.05% Reduce -4.8% 2,069,636 $250.4M
Wellington Management Group LLP 0.04% Add +4747.3% 2,031,269 $245.7M
Morgan Stanley 0.02% Add +11.8% 1,699,168 $205.6M
Northern Trust Corp. 0.03% Reduce -4.4% 1,303,937 $157.8M
Norges Bank 0.02% Add +7.6% 1,217,024 $147.2M
JPMorgan Chase & Co. 0.01% Add +198.9% 1,157,822 $140.1M
Legal & General Group Plc 0.04% Reduce -0.6% 1,125,986 $136.2M
Coatue Management 0.47% New 989,200 $119.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -1.7% 976,900 $118.2M
Nordea Investment Management AB 0.13% Add +11.1% 907,722 $108.9M
Bank of New York Mellon Corp 0.02% Reduce -3.6% 849,289 $102.7M
First Trust Advisors LP 0.10% Add +24.7% 844,607 $102.2M
Schroder Investment Management Group 0.12% Add +27.0% 842,878 $102.0M
Amundi 0.04% Reduce -28.4% 896,558 $101.6M
Charles Schwab Investment Management Inc. 0.02% Add +3.7% 825,195 $99.8M
Mariner, LLC 0.20% Reduce -11.2% 817,630 $98.9M
FMR LLC 0.01% Add +117.3% 799,653 $96.7M
Holocene Advisors, LP 0.35% Add +99.0% 774,404 $93.7M
D. E. Shaw & Co. 0.12% Reduce -33.8% 703,706 $85.1M
Thrivent Financial for Lutherans 0.17% Add +0.3% 702,886 $85.0M
UniSuper Management Pty Ltd 0.74% Add +1.2% 637,331 $77.1M
HSBC Holdings PLC 0.05% Add +67.6% 609,950 $73.8M
Mirova US LLC 0.92% Reduce -1.7% 563,797 $68.2M
DNB Asset Management AS 0.34% Reduce -13.0% 546,516 $66.1M
Voloridge Investment Management, LLC 0.24% Add +328.6% 542,701 $65.7M
Barclays PLC 0.03% Reduce -31.5% 527,556 $63.8M
GMO 0.22% Add +12.9% 496,857 $60.1M
Canada Pension Plan Investment Board 0.06% New 488,740 $59.1M
Dimensional Fund Advisors LP 0.02% Add +0.1% 484,309 $58.6M
Citadel Advisors 0.05% Reduce -25.7% 450,959 $54.6M
Nuveen Asset Management, LLC 0.02% Reduce -19.0% 447,214 $54.1M
Storebrand Asset Management As 0.18% Reduce -9.3% 436,214 $52.8M
Deutsche Bank AG 0.02% Add +2.4% 431,214 $52.2M
Swiss National Bank 0.03% Reduce -4.3% 408,900 $49.5M
T. Rowe Price Associates Inc. 0.01% Reduce -18.0% 406,367 $49.2M
Royal Bank of Canada 0.01% Add +11.5% 390,440 $47.2M
BNP Paribas Financial Markets 0.06% Reduce -16.4% 366,388 $44.3M
APG Asset Management N.V. 0.08% Reduce -6.7% 386,724 $43.3M
Jane Street Group, LLC 0.05% Reduce -76.0% 337,470 $40.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.6% 322,881 $39.1M
Bank of America Corp. 0.00% Add +17.3% 311,113 $37.6M
Rhumbline Advisers 0.04% Add +4.2% 309,119 $37.4M
Erste Asset Management GmbH 0.51% Reduce -9.8% 311,019 $37.3M
Credit Suisse AG/ 0.04% Reduce -61.9% 305,499 $37.0M
Westfield Capital Management Co. LP 0.19% Reduce -2.0% 304,647 $36.9M
Aberdeen Group plc 0.07% Add +8.5% 291,768 $35.3M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Add +52.0% 287,784 $34.8M
Renaissance Technologies 0.05% Reduce -43.6% 274,600 $33.2M
Citigroup Inc. 0.03% Reduce -38.3% 265,557 $32.1M
Bank of Nova Scotia 0.06% Add +834.5% 259,043 $31.3M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +25.9% 257,883 $31.2M
State Board of Administration of Florida Retirement System 0.07% Add +4.5% 146,954 $30.9M
UBS Group AG 0.01% Add +90.5% 251,067 $30.4M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +163.1% 171,025 $30.3M
Choreo, LLC 0.75% Add +0.1% 242,739 $29.4M
Allianz Asset Management GmbH 0.05% Reduce -14.7% 228,166 $27.6M
California State Teachers Retirement System 0.03% Add +2.0% 228,004 $27.6M
American Century Companies Inc. 0.02% Reduce -26.8% 224,209 $27.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +40.0% 222,752 $26.9M
Triodos Investment Management BV 2.31% Reduce -1.4% 211,311 $25.6M
Ameriprise Financial Inc. 0.01% Reduce -44.5% 210,063 $25.4M
La Financiere DE L'echiquier 1.08% Add +35.5% 208,000 $25.2M
Quadrature Capital Ltd 0.41% Add +1411.8% 199,798 $24.2M
Principal Financial Group Inc. 0.01% Add +21.3% 192,878 $23.3M
California Public Employees Retirement System 0.02% Reduce -22.2% 183,309 $22.2M
Clear Harbor Asset Management, LLC 1.85% Add +0.5% 173,464 $21.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +17.3% 165,014 $20.0M
AMF Tjanstepension AB 0.15% Add +5.2% 164,546 $19.9M
Impax Asset Management Group plc 0.08% Add +63.0% 162,916 $19.7M
Balyasny Asset Management L.P. 0.05% Add +591.5% 151,228 $18.3M
Bank of Montreal 0.01% Reduce -11.6% 150,357 $18.2M
AQR Capital Management 0.03% Reduce -49.4% 149,822 $18.1M
Alliancebernstein L.P. 0.01% Reduce -21.6% 149,110 $18.0M
Baird Financial Group, Inc. 0.04% Reduce -7.7% 147,449 $17.8M
Guinness Asset Management LTD 0.37% Reduce -17.7% 146,776 $17.8M
Russell Investments Group, Ltd. 0.03% Add +33.0% 141,525 $17.1M
Adage Capital Partners Gp, L.L.C. 0.03% Add +0.5% 133,200 $16.1M
Millennium Management 0.01% Reduce -31.5% 133,029 $16.1M
Gilder Gagnon Howe & Co. LLC 0.20% Reduce -17.9% 132,741 $16.1M
New York State Teachers Retirement System 0.03% Reduce -1.0% 132,046 $16.0M
Quintet Private Bank (Europe) S.A. 0.71% Reduce -12.6% 116,330 $15.9M
Calamos Wealth Management LLC 0.90% No change 130,000 $15.7M
Aviva PLC 0.05% Add +27.1% 120,861 $14.6M
Los Angeles Capital Management LLC 0.05% Add +1911.7% 119,799 $14.5M
Danske Bank A/S 0.04% — 116,428 $14.1M
Liberty Wealth Management LLC 2.72% No change 115,267 $13.9M
KBC Group NV 0.04% Reduce -1.6% 113,622 $13.7M
CANADA LIFE ASSURANCE Co 0.03% Reduce -21.8% 113,388 $13.7M
Federated Hermes, Inc. 0.03% Add +96.1% 113,451 $13.7M
Wells Fargo & Company 0.00% Reduce -5.9% 113,287 $13.7M
Allspring Global Investments Holdings, LLC 0.02% Add +364.6% 108,674 $13.1M
National Philanthropic Trust 0.29% No change 108,101 $13.1M
Electron Capital Partners, LLC 0.56% New 105,559 $12.8M
Stifel Financial Corp. 0.01% Add +3.8% 104,947 $12.7M
Clearbridge Investments, LLC 0.01% New 104,351 $12.6M
Walleye Capital LLC 0.15% Reduce -25.6% 104,050 $12.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -9.4% 101,509 $12.3M
Cartenna Capital, LP 1.14% Add +300.0% 100,000 $12.1M
Bridgewater Associates 0.06% Add +343.7% 99,705 $12.1M
PEAK6 Investments LLC 0.55% Reduce -35.0% 94,079 $11.4M
Commonwealth Equity Services, LLC 0.02% Reduce -4.3% 94,037 $11.4M
LGT Group Foundation 0.27% Reduce -25.4% 93,431 $11.3M
Lombard Odier Asset Management (Europe) Ltd 1.09% Add +71.3% 91,370 $11.1M
Prudential Financial Inc. 0.02% Reduce -5.0% 90,961 $11.0M
New York State Common Retirement Fund 0.01% Reduce -9.0% 90,399 $10.9M
Two Sigma Securities, LLC 0.53% New 89,314 $10.8M
Alps Advisors Inc. 0.08% Reduce -29.5% 89,178 $10.8M
DekaBank Deutsche Girozentrale 0.02% Add +48.6% 88,696 $10.7M
Royal London Asset Management Ltd. 0.03% Add +0.8% 87,248 $10.6M
Susquehanna Portfolio Strategies, LLC 0.24% No change 86,848 $10.5M
Rockefeller Capital Management L.P. 0.03% Reduce -31.3% 85,408 $10.3M
LPL Financial LLC 0.01% Add +1.0% 85,163 $10.3M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -38.0% 84,816 $10.3M
Pinebridge Investments, L.P. 0.08% Reduce -22.8% 83,714 $10.1M
Nomura Holdings Inc. 0.08% Reduce -28.4% 81,417 $9.8M
Clal Insurance Enterprises Holdings Ltd 0.11% Add +12.7% 80,000 $9.7M
State of New Jersey Common Pension Fund D 0.03% No change 78,077 $9.4M
State of Wisconsin Investment Board 0.02% Add +5.4% 76,991 $9.3M
Mediolanum International Funds Ltd 0.15% — 76,774 $9.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +26.3% 75,250 $9.1M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.6% 75,166 $9.1M
Raymond James & Associates 0.01% Reduce -16.3% 74,069 $9.0M
Two Sigma Investments, LP 0.02% New 71,757 $8.7M
Marathon Capital Management 2.08% Add +0.3% 71,493 $8.6M
Handelsbanken Fonder AB 0.04% Add +9.0% 69,623 $8.4M
Prudential PLC 0.07% Add +53.3% 69,153 $8.4M
ABN AMRO Bank N.V. 0.12% Add +1.8% 68,737 $8.3M
Assenagon Asset Management S.A. 0.02% Reduce -69.8% 67,390 $8.2M
Treasurer of the State of North Carolina 0.04% Reduce -6.0% 66,422 $8.0M
Pictet Asset Management Holding SA 0.01% Add +1.8% 65,645 $7.9M
Van Eck Associates Corp. 0.01% Reduce -2.0% 64,890 $7.8M
Bayesian Capital Management, LP 0.73% New 63,386 $7.7M
Ensign Peak Advisors, Inc 0.01% Reduce -26.5% 63,183 $7.6M
Aquatic Capital Management LLC 0.25% New 62,600 $7.6M
LMCG Investments, LLC 0.44% Add +116.5% 62,286 $7.5M
M&G PLC 0.05% — 59,867 $7.2M
Montrusco Bolton Investments Inc. 0.08% Reduce -9.4% 59,359 $7.2M
Ossiam 0.13% Reduce -16.9% 59,111 $7.2M
BI Asset Management Fondsmaeglerselskab A/S 0.13% Reduce -35.5% 57,800 $7.0M
Asset Management One Co., Ltd. 0.03% Add +1.7% 57,369 $6.9M
Walleye Trading LLC 0.11% Reduce -64.5% 57,269 $6.9M
Vancity Investment Management Ltd 0.81% Add +2.9% 56,124 $6.8M
Canoe Financial LP 0.11% New 56,100 $6.8M
Korea Investment CORP 0.02% Reduce -32.9% 55,721 $6.7M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -12.2% 55,200 $6.7M
Victory Capital Management Inc. 0.01% Add +5.3% 53,774 $6.5M
Macquarie Group Ltd. 0.01% Add +205.2% 53,421 $6.5M
Susquehanna International Group, LLP 0.01% Reduce -89.0% 51,725 $6.3M
Public Employees Retirement System of Ohio 0.02% Reduce -8.5% 51,125 $6.2M
Forsta Ap-Fonden 0.05% Add +35.9% 50,400 $6.1M
Reynders McVeigh Capital Management, LLC 0.35% Add +5.5% 49,679 $6.0M
RPG Investment Advisory, LLC 0.90% Add +2.2% 49,680 $6.0M
Rafferty Asset Management, LLC 0.02% Add +2.6% 48,972 $5.9M
Vontobel Holding Ltd. 0.05% Add +5.0% 48,713 $5.9M
Verition Fund Management LLC 0.06% Reduce -69.3% 48,080 $5.8M
Boston Common Asset Management, LLC 0.14% Reduce -46.2% 47,681 $5.8M
Toronto Dominion Bank 0.01% Reduce -49.1% 47,290 $5.7M
Sphera Funds Management LTD. 0.92% Add +35.6% 47,183 $5.7M
USS Investment Management Ltd 0.05% Add +36.0% 46,778 $5.7M
TD Asset Management Inc 0.01% Add +1.2% 46,141 $5.6M
Resona Asset Management Co.,Ltd. 0.03% — 45,999 $5.6M
SG Americas Securities, LLC 0.03% Add +430.4% 44,777 $5.4M
Simplex Trading, LLC 0.16% Reduce -44.5% 44,647 $5.4M
Atika Capital Management LLC 0.60% New 44,000 $5.3M
Arosa Capital Management LP 3.59% Reduce -67.6% 43,700 $5.3M
BNP Paribas 0.24% — 43,132 $5.2M
Optiver Holding B.V. 0.21% New 42,516 $5.1M
Nomura Asset Management Co. Ltd. 0.02% Reduce -26.9% 42,384 $5.1M
ProShare Advisors LLC 0.01% Add +10.5% 41,299 $5.0M
Telemark Asset Management, LLC 0.50% No change 40,000 $4.8M
Lingotto Investment Management LLP 0.20% No change 39,918 $4.8M
State of Tennessee, Department of Treasury 0.02% Reduce -5.2% 39,771 $4.8M
Osaic Holdings, Inc. 0.01% Add +12.8% 39,596 $4.8M
HighTower Advisors, LLC 0.01% Add +17.0% 38,630 $4.6M
Rathbones Group PLC 0.03% Add +26.8% 37,625 $4.6M
Arizona State Retirement System 0.03% Add +0.2% 37,558 $4.5M
Fagan Associates, Inc. 0.85% New 37,355 $4.5M
MetLife Investment Management, LLC 0.03% Reduce -3.5% 37,231 $4.5M
State of Michigan Retirement System 0.02% Reduce -0.5% 37,215 $4.5M
Tidal Investments LLC 0.08% Reduce -52.1% 37,200 $4.5M
American International Group, Inc. 0.02% Reduce -9.0% 37,093 $4.5M
Grand Alliance Asset Management Ltd 2.55% No change 37,000 $4.5M
Comerica Bank 0.02% Reduce -0.2% 35,464 $4.3M
Nissay Asset Management Corp. /Japan 0.03% Add +0.9% 35,026 $4.2M
Mizuho Markets Americas LLC 0.11% Reduce -41.4% 34,522 $4.2M
Shelton Capital Management 0.12% No change 34,125 $4.1M
Leonteq Securities AG 0.55% Reduce -0.5% 33,435 $4.0M
Meeder Asset Management Inc. 0.25% New 33,162 $4.0M
MassMutual Private Wealth & Trust, FSB 0.12% Add +117.3% 32,462 $3.9M
Daiwa Securities Group Inc. 0.02% Add +163.9% 32,446 $3.9M
Achmea Investment Management B.V. 0.07% Add +121.7% 32,126 $3.9M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 1.52% Add +136.5% 32,050 $3.9M
Fulton Breakefield Broenniman LLC 0.29% Add +170.1% 30,758 $3.7M
Jennison Associates LLC 0.00% Add +0.4% 30,598 $3.7M
Xponance LLC 0.04% Reduce -1.4% 30,476 $3.7M
Lane Generational LLC 4.34% Reduce -24.5% 30,383 $3.7M
Marshall Wace, LLP 0.01% New 30,062 $3.6M
Retirement Systems of Alabama 0.01% Reduce -0.4% 29,964 $3.6M
Banco Santander, S.A. 0.04% Add +7.8% 29,895 $3.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -0.3% 29,803 $3.6M
ExodusPoint Capital Management, LP 0.04% Reduce -34.3% 29,710 $3.6M
TB Alternative Assets Ltd. 0.90% No change 29,700 $3.6M
Amalgamated Bank 0.03% Reduce -11.8% 29,685 $3.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +14.3% 29,570 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +55.6% 29,203 $3.5M
National Bank of Canada 0.01% Reduce -14.3% 32,602 $3.5M
Envestnet Asset Management Inc. 0.00% Add +32.2% 28,734 $3.5M
Calamos Advisors LLC 0.02% Reduce -2.5% 28,453 $3.4M
Bank Pictet & Cie (Europe) AG 0.09% Add +10.9% 28,279 $3.4M
Texas Permanent School Fund Corp. 0.03% Add +1.6% 28,065 $3.4M
IFM Investors Pty Ltd 0.04% Add +0.5% 27,703 $3.4M
Quaero Capital S.A. 9.51% Reduce -22.8% 27,247 $3.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -25.2% 27,219 $3.3M
Slow Capital, Inc. 0.50% Add +4.4% 25,775 $3.1M
Natixis 0.02% Reduce -40.6% 25,613 $3.1M
Advent Capital Management 4.33% Add +66.7% 25,000 $3.0M
Nicola Wealth Management LTD. 0.29% Add +19.1% 25,000 $3.0M
Candlestick Capital Management LP 0.10% New 25,000 $3.0M
Guggenheim Capital LLC 0.02% Reduce -8.4% 24,978 $3.0M
Mirova 0.53% Reduce -88.9% 24,514 $3.0M
Shariaportfolio, Inc. 1.70% Add +23.0% 24,333 $2.9M
Andra AP-fonden 0.05% Reduce -27.8% 24,258 $2.9M
Cetera Investment Advisers 0.01% Add +279.6% 24,248 $2.9M
Cohen & Steers, Inc. 0.01% Add +85314.3% 23,916 $2.9M
Czech National Bank 0.04% Reduce -0.1% 23,884 $2.9M
Evergreen Private Wealth LLC 1.42% Add +15457.0% 23,491 $2.8M
Banque Cantonale Vaudoise 0.11% Reduce -24.4% 23,330 $2.8M
Firsthand Capital Management, Inc. 4.54% Add +666.7% 23,000 $2.8M
Utah Retirement Systems 0.03% No change 22,927 $2.8M
Readystate Asset Management LP 0.15% New 22,854 $2.8M
BlueDrive Global Investors LLP 4.54% No change 22,443 $2.7M
Wolverine Trading, LLC 0.03% Reduce -68.5% 22,388 $2.7M
CapitalatWork S.A. 0.09% Reduce -36.8% 22,334 $2.7M
Viking Fund Management LLC 0.48% No change 22,000 $2.7M
Dudley & Shanley, Inc. 0.45% Add +43.1% 21,900 $2.6M
Quantinno Capital Management LP 0.06% Add +500.8% 21,864 $2.6M
Neuberger Berman Group LLC 0.00% Add +130.9% 21,661 $2.6M
Jefferies Financial Group Inc. 0.06% Reduce -70.3% 21,481 $2.6M
New York Life Investment Management LLC 0.03% Reduce -3.9% 21,264 $2.6M
Boothbay Fund Management, LLC 0.08% Add +279.5% 21,203 $2.6M
MML Investors Services, LLC 0.01% Add +36.0% 20,964 $2.5M
Oppenheimer & Co. Inc. 0.04% Add +11.5% 20,959 $2.5M
Scotia Capital Inc. 0.01% Add +3.2% 20,600 $2.5M
Abacus FCF Advisors LLC 0.62% Add +8.5% 20,370 $2.5M
North Star Investment Management Corp. 0.17% No change 20,250 $2.4M
Compagnie Lombard Odier SCmA 0.04% Reduce -82.2% 19,538 $2.4M
CIBC Asset Management Inc 0.01% Add +2.1% 19,507 $2.4M
Group One Trading LLC 0.08% Reduce -70.1% 19,376 $2.3M
Swiss Life Asset Management Ltd 0.03% Reduce -77.7% 18,900 $2.3M
FIL Ltd 0.00% Reduce -59.1% 18,668 $2.3M
North Star Asset Management Inc. 0.11% Add +8.5% 18,644 $2.3M
Janus Henderson Group PLC 0.00% Add +0.0% 18,587 $2.2M
PFG Investments, LLC 0.13% Add +80.7% 18,382 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -2.5% 18,290 $2.2M
Inspire Investing, LLC 0.23% Add +10.8% 18,232 $2.2M
Centiva Capital, LP 0.13% Add +3870.0% 18,103 $2.2M
Leibman Financial Services, Inc. 1.65% Reduce -2.4% 17,808 $2.2M
Mutual of America Capital Management LLC 0.02% Reduce -2.6% 17,799 $2.2M
Royal Fund Management, LLC 0.24% Add +10.1% 17,444 $2.1M
Gsa Capital Partners LLP 0.17% Add +430.5% 17,373 $2.1M
Franklin Resources Inc. 0.00% Add +8.3% 17,326 $2.1M
Connectus Wealth, LLC 0.06% Add +0.1% 17,035 $2.1M
Stevens Capital Management LP 0.40% Reduce -10.5% 16,842 $2.0M
Metis Global Partners, LLC 0.07% Add +1.3% 16,314 $2.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +3.9% 16,304 $2.0M
L & S Advisors Inc 0.25% Add +538.3% 16,168 $2.0M
Cabot Wealth Management Inc. 0.25% New 15,974 $1.9M
Private Advisor Group, LLC 0.01% Add +5.5% 15,864 $1.9M
Pacer Advisors, Inc. 0.00% Add +14.3% 15,706 $1.9M
Sei Investments Co. 0.00% Add +4.9% 15,647 $1.9M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -19.7% 15,240 $1.8M
Annex Advisory Services, LLC 0.06% No change 15,000 $1.8M
STRS Ohio 0.01% Reduce -40.0% 15,000 $1.8M
Seven Eight Capital, LP 0.19% Add +61.1% 14,971 $1.8M
McGowan Group Asset Management, Inc. 0.27% Reduce -1.6% 14,946 $1.8M
State of Alaska, Department of Revenue 0.02% No change 14,754 $1.8M
Cresset Asset Management, LLC 0.01% Add +12.1% 14,732 $1.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -6.1% 14,591 $1.8M
Duff & Phelps Investment Management Co. 0.02% Add +77.8% 14,212 $1.7M
Qsemble Capital Management, LP 0.37% New 14,167 $1.7M
Bouvel Investment Partners, LLC 0.72% Add +2.6% 13,807 $1.7M
Cibc World Markets Corp. 0.01% Reduce -22.2% 13,675 $1.7M
Great Valley Advisor Group, Inc. 0.05% Reduce -14.6% 13,603 $1.6M
Corient Private Wealth LP 0.00% Add +20.5% 13,129 $1.6M
Keybank National Association 0.01% Add +0.9% 12,764 $1.5M
Y.D. More Investments Ltd 0.27% Reduce -11.4% 12,640 $1.5M
Elo Mutual Pension Insurance Co 0.04% Add +4.2% 12,399 $1.5M
Mandatum Life Insurance Co Ltd 0.50% Add +4.0% 12,378 $1.5M
Atria Wealth Solutions, Inc. 0.02% Add +34.9% 12,316 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -4.1% 10,334 $1.5M
Advisors Asset Management, Inc. 0.03% Reduce -18.1% 11,881 $1.4M
Stiles Financial Services Inc 0.57% Add +12.2% 11,841 $1.4M
GTS Securities LLC 0.04% Reduce -44.2% 11,801 $1.4M
M&T Bank Corp 0.01% Add +4.1% 11,768 $1.4M
Mackenzie Financial Corp. 0.00% Reduce -4.6% 11,756 $1.4M
Commons Capital, LLC 2.07% Add +0.1% 11,736 $1.4M
Legato Capital Management LLC 0.17% No change 11,670 $1.4M
SpiderRock Advisors, LLC 0.05% — 12,614 $1.4M
Oregon Public Employees Retirement Fund 0.03% Add +8.4% 11,581 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +16.2% 11,581 $1.4M
Bokf, NA 0.03% Reduce -13.5% 11,692 $1.4M
Graham Capital Management, L.P. 0.07% New 11,377 $1.4M
Gulf International Bank (UK) Ltd 0.03% No change 11,359 $1.4M
NewEdge Advisors, LLC 0.01% Reduce -7.6% 11,223 $1.4M
DRW Securities, LLC 0.08% New 11,234 $1.4M
Pathstone Holdings, LLC 0.01% Reduce -29.2% 11,186 $1.4M
Credit Agricole S A 0.02% Reduce -37.9% 12,292 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -5.7% 11,068 $1.3M
Profund Advisors LLC 0.05% Add +16.2% 10,876 $1.3M
Creative Planning 0.00% Reduce -7.4% 10,838 $1.3M
Front Row Advisors LLC 0.48% Reduce -1.4% 10,795 $1.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -27.5% 10,753 $1.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.15% Reduce -1.8% 10,730 $1.3M
LBP Am SA 0.05% Add +84.9% 10,705 $1.3M
Focus Partners Wealth 0.01% Add +43.8% 10,489 $1.3M
Stamos Capital Partners, L.P. 0.29% Add +185.5% 10,450 $1.3M
Kentucky Retirement Systems 0.04% Reduce -5.6% 10,310 $1.2M
Mount Vernon Associates Inc. 1.05% Add +2.7% 10,225 $1.2M
Intellectus Partners, LLC 0.32% Add +18.4% 10,060 $1.2M
Aquila Investment Management LLC 1.03% No change 10,000 $1.2M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.83% Add +400.0% 10,000 $1.2M
Phoenix Financial Ltd. 0.02% Reduce -27.6% 9,944 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -19.6% 9,922 $1.2M
Qube Research & Technologies Ltd 0.00% Add +270.5% 9,778 $1.2M
Gould Capital, LLC 0.83% Add +40.2% 9,751 $1.2M
Ilmarinen Mutual Pension Insurance Co 0.01% Add +34.7% 9,700 $1.2M
Maryland State Retirement & Pension System 0.02% No change 10,291 $1.1M
Ethic Inc. 0.03% Add +17.1% 9,301 $1.1M
CIBC Private Wealth Group LLC 0.00% Reduce -53.4% 9,468 $1.1M
Panagora Asset Management Inc. 0.01% Reduce -96.5% 9,235 $1.1M
Candriam S.C.A. 0.01% Add +12.3% 9,069 $1.1M
KCM Investment Advisors LLC 0.04% Add +1.4% 8,987 $1.1M
Albion Financial Group 0.08% Reduce -4.0% 8,958 $1.1M
Cim Investment Management Inc. 0.32% No change 8,918 $1.1M
Cibc World Market Inc. 0.00% Add +53.9% 8,860 $1.1M
Hartford Investment Management Co. 0.04% Reduce -4.6% 8,774 $1.1M
DAVENPORT & Co LLC 0.01% Add +1.6% 8,756 $1.1M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -5.8% 8,691 $1.1M
Azzad Asset Management Inc. 0.12% Add +0.7% 8,675 $1.0M
US Bancorp \de 0.00% Reduce -63.0% 8,605 $1.0M
Abn Amro Investment Solutions 0.02% Add +52.0% 8,597 $1.0M
Symmetry Investments LP 0.11% Reduce -58.0% 8,500 $1.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +0.3% 9,271 $1.0M
Marex Group Ltd 0.03% Add +26.3% 8,375 $1.0M
Avantax Advisory Services, Inc. 0.01% Add +23.8% 8,306 $1.0M
Tandem Capital Management Corp. 0.57% Reduce -6.5% 8,288 $1.0M
Stratos Wealth Partners, LTD. 0.02% Reduce -4.6% 8,164 $988K
Linden Thomas Advisory Services, LLC 0.16% Add +10.9% 8,060 $975K
Aviso Wealth Management 0.60% Add +22.3% 7,922 $958K
Securian Asset Management, Inc. 0.03% Reduce -7.8% 7,908 $957K
Louisiana State Employees Retirement System 0.02% Reduce -4.8% 7,900 $956K
Jump Financial, LLC 0.03% New 7,884 $954K
Green Alpha Advisors, LLC 0.68% Add +0.9% 7,787 $942K
XTX Topco Ltd 0.13% Add +54.9% 7,736 $936K
Vanguard Personalized Indexing Management, LLC 0.02% Add +10.9% 7,730 $935K
Illinois Municipal Retirement Fund 0.01% No change 7,709 $933K
Kestra Advisory Services, LLC 0.01% Reduce -29.0% 7,417 $897K
Columbia Asset Management 0.18% No change 6,785 $897K
Geo Capital Gestora de Recursos Ltd 1.01% Add +54.0% 7,386 $894K
Bedell Frazier Investment Counselling, LLC 0.22% Reduce -2.7% 7,388 $894K
Vestcor Inc 0.03% Reduce -29.5% 7,306 $884K
Brown Advisory Inc. 0.00% Reduce -2.3% 7,283 $881K
Bailard, Inc. 0.02% Reduce -2.3% 7,282 $881K
Fermata Advisors, LLC 0.19% Add +1.4% 7,070 $855K
Maxi Investments CY Ltd 0.23% Add +204.3% 7,000 $847K
Old Mission Capital LLC 0.02% New 6,987 $845K
Cambridge Trust Co. 0.03% Add +3.0% 6,925 $838K
New Mexico Educational Retirement Board 0.03% Reduce -2.8% 6,900 $835K
Westpac Banking Corp. 0.06% Reduce -1.9% 6,800 $823K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -65.5% 6,576 $796K
Vident Advisory, LLC 0.02% Reduce -47.6% 6,538 $791K
Wambolt & Associates, LLC 0.24% Add +5.5% 6,659 $788K
Wealthfront Advisers LLC 0.00% Add +20.9% 6,415 $776K
United Asset Strategies, Inc. 0.08% Add +2.3% 6,346 $768K
TriaGen Wealth Management LLC 0.32% Add +4.0% 6,293 $761K
Natixis Investment Managers International 0.05% Reduce -4.3% 6,292 $761K
Landscape Capital Management, L.L.C. 0.07% New 6,206 $751K
Blair William & Co. 0.00% Reduce -11.7% 6,190 $749K
Cidel Asset Management Inc. 0.06% Add +56.6% 6,108 $739K
Leavell Investment Management, Inc. 0.04% No change 6,016 $728K
Monetta Financial Services Inc. 0.66% New 6,000 $726K
MN Wealth Advisors, LLC 0.45% Reduce -8.1% 5,954 $720K
Clarity Capital Partners LLC 0.47% Reduce -3.6% 5,919 $716K
E. Ohman J:or Asset Management AB 0.02% Add +20.8% 5,800 $702K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -7.4% 5,795 $701K
Cynosure Group, LLC 0.13% New 5,792 $701K
Truist Financial Corp. 0.00% Add +0.2% 5,779 $699K
Cerity Partners LLC 0.00% Add +151.5% 5,697 $689K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -31.6% 5,673 $686K
Gotham Asset Management 0.01% Add +20.9% 5,570 $674K
Cutler Group LLC / CA 0.34% Reduce -93.5% 5,556 $672K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.9% 5,485 $663K
Metropolitan Life Insurance Co 0.03% Reduce -1.5% 5,475 $662K
Dynamic Technology Lab Private Ltd 0.07% New 5,440 $658K
Nisa Investment Advisors, LLC 0.00% Add +66.2% 5,423 $656K
Capstone Investment Advisors, LLC 0.02% New 5,419 $656K
Cwm, LLC 0.00% Add +21.3% 5,190 $628K
Fifth Third Bancorp 0.00% Add +67.5% 5,171 $626K
Waycross Investment Management Co 0.57% New 5,069 $613K
Degroof Petercam Asset Management 0.01% No change 5,195 $613K
Altshuler Shaham Ltd 0.02% No change 4,971 $601K
Redwood Wealth Management Group, LLC 0.63% Add +0.4% 4,931 $597K
Robeco Institutional Asset Management B.V. 0.00% Reduce -0.1% 4,898 $593K
SteelPeak Wealth, LLC 0.03% New 4,893 $592K
Guinness Atkinson Asset Management Inc 0.28% Reduce -2.1% 4,870 $589K
Financial Advocates Investment Management 0.03% Add +2.9% 4,866 $589K
Altfest L J & Co. Inc. 0.08% Add +35.5% 4,841 $586K
Saturna Capital Corp. 0.01% Add +27.7% 4,828 $584K
Hoey Investments, Inc. 0.13% Reduce -42.2% 4,815 $583K
Fox Run Management, L.L.C. 0.12% New 4,665 $564K
Norinchukin Bank, The 0.02% Reduce -1.5% 4,653 $563K
American Trust Investment Advisors, LLC 0.27% No change 4,620 $559K
Janney Montgomery Scott LLC 0.00% Reduce -20.2% 4,606 $557K
Wedbush Securities Inc. 0.02% Add +0.2% 4,551 $551K
Commerce Bank 0.00% Add +0.7% 4,507 $545K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.0% 4,495 $544K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -7.9% 4,480 $542K
Abbrea Capital, LLC 0.07% No change 4,470 $541K
J.P. Marvel Investment Advisors, LLC 0.09% Add +108.3% 4,394 $532K
Concentric Capital Strategies, LP 0.03% New 4,393 $531K
Tortoise Capital Advisors, L.L.C. 0.01% New 4,348 $526K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.3% 4,308 $521K
Benjamin F. Edwards & Company, Inc. 0.01% Add +47.3% 4,281 $518K
Nations Financial Group Inc, /Ia/ 0.04% Add +0.6% 4,235 $512K
National Wealth Management Group, LLC 0.40% New 4,220 $511K
Kingsview Wealth Management, LLC 0.01% Reduce -17.7% 4,212 $510K
AustralianSuper Pty Ltd 0.00% No change 4,285 $507K
Lazard Asset Management LLC 0.00% Reduce -0.9% 4,113 $497K
Afg Fiduciary Services Limited Partnership 0.37% No change 4,068 $496K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +1.8% 4,071 $493K
Fiduciary Trust Co 0.01% Reduce -10.1% 4,040 $489K
Sumitomo Life Insurance Co. 0.01% Reduce -5.3% 4,013 $485K
National Pension Service 0.00% Reduce -98.3% 4,013 $485K
Resources Management Corp. /CT/ 0.07% Add +10.6% 3,972 $481K
Man Group plc 0.00% Reduce -87.5% 3,965 $480K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -8.5% 3,974 $477K
Harvest Portfolios Group Inc. 0.02% Add +9.6% 3,935 $476K
Martin Capital Advisors, LLP 0.37% Reduce -4.9% 3,901 $472K
Wealthcare Advisory Partners LLC 0.02% New 3,887 $470K
Integrated Wealth Concepts LLC 0.01% Reduce -6.4% 3,877 $469K
Bradley Foster & Sargent Inc. 0.01% Reduce -30.2% 3,857 $467K
Groupama Asset Managment 0.01% Reduce -55.5% 1,947 $461K
Empirical Finance, LLC 0.03% Add +4.6% 3,787 $458K
Bison Wealth, LLC 0.07% Reduce -37.9% 3,738 $452K
CX Institutional 0.02% Reduce -1.3% 3,721 $450K
Two Sigma Advisers, LP 0.00% Reduce -88.0% 3,700 $448K
IHT Wealth Management, LLC 0.02% Reduce -2.8% 3,695 $447K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -9.7% 3,691 $447K
Independent Advisor Alliance 0.02% Reduce -4.3% 3,685 $446K
Squarepoint Ops LLC 0.00% Reduce -86.0% 3,682 $445K
Rakuten Investment Management, Inc. 0.00% Add +982.3% 3,658 $443K
Trust Co. of Vermont 0.02% Add +6.3% 3,632 $439K
ING Groep NV 0.00% New 3,603 $436K
EP Wealth Advisors, LLC 0.01% Add +0.8% 3,599 $435K
Savant Capital, LLC 0.00% Reduce -12.7% 3,545 $429K
Schonfeld Strategic Advisors LLC 0.00% New 3,544 $429K
Sweet Financial Partners, LLC 0.10% No change 3,500 $423K
Teacher Retirement System of Texas 0.00% Reduce -44.9% 3,472 $420K
Mercer Global Advisors Inc. 0.00% Reduce -50.4% 3,431 $416K
Rehmann Capital Advisory Group 0.03% Reduce -3.1% 3,399 $411K
First Trust Direct Indexing L.P. 0.03% Add +39.3% 3,344 $405K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +14.9% 3,322 $402K
626 Financial, LLC 0.24% No change 3,309 $400K
Wintrust Investments LLC 0.04% Add +10.6% 3,295 $399K
Benjamin Edwards Inc. 0.08% New 3,268 $395K
Nia Impact Advisors, LLC 0.16% — 3,247 $393K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.17% Add +7.3% 3,240 $392K
Alberta Investment Management Corp 0.00% No change 3,200 $387K
Maytree Asset Management Ltd 0.72% New 3,186 $385K
Baker Avenue Asset Management, LP 0.01% Add +32.7% 3,128 $378K
Perigon Wealth Management, LLC 0.01% Reduce -64.0% 3,113 $377K
Hollencrest Capital Management 0.02% Add +3.3% 3,095 $374K
Public Sector Pension Investment Board 0.00% No change 3,092 $374K
TAP Consulting, LLC 0.08% Add +28.9% 3,071 $372K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 3,083 $369K
Caitlin John, LLC 0.28% Add +15000.0% 3,020 $365K
Founders Financial Securities LLC 0.04% Reduce -4.8% 3,000 $363K
Clarus Group, Inc. 0.24% No change 2,891 $350K
Meiji Yasuda Life Insurance Co 0.01% No change 2,872 $347K
Sherbrooke Park Advisers LLC 0.07% New 2,841 $344K
NEOS Investment Management LLC 0.02% Add +47.0% 2,840 $344K
Central Pacific Bank - Trust Division 0.04% — 2,886 $341K
Captrust Financial Advisors 0.00% Reduce -60.4% 2,814 $340K
U.S. Capital Wealth Advisors, LLC 0.01% Add +39.6% 2,754 $333K
Federation des caisses Desjardins du Quebec 0.00% Add +337.1% 2,675 $327K
DDD Partners, LLC 0.04% New 2,695 $326K
Focus Financial Network, Inc. 0.02% — 2,982 $326K
Ieq Capital, LLC 0.00% Add +32.9% 2,673 $323K
Laird Norton Wetherby Wealth Management, LLC 0.02% New 2,660 $322K
Left Brain Wealth Management, LLC 0.16% Add +42.5% 2,655 $321K
Taylor & Morgan Wealth Management, LLC 0.23% Reduce -5.4% 2,635 $319K
Motley Fool Asset Management LLC 0.02% Add +2.3% 2,531 $306K
Pinnacle Associates Ltd. 0.00% Add +25.8% 2,510 $304K
Equitable Holdings, Inc. 0.00% Add +8.5% 2,509 $304K
Sandy Spring Bank 0.01% Add +3.9% 2,505 $303K
NorthCrest Asset Manangement, LLC 0.01% Reduce -3.9% 2,500 $302K
Dark Forest Capital Management LP 0.05% New 2,481 $300K
Emerald Advisers, LLC 0.01% Reduce -1.6% 2,462 $298K
Cadence Bank 0.02% No change 2,461 $298K
United Capital Financial Advisors, LLC 0.00% Add +43.7% 2,442 $295K
Prime Capital Investment Advisors, LLC 0.00% Add +5.2% 2,383 $288K
Larson Financial Group LLC 0.02% Add +794.7% 2,380 $288K
Chiron Investment Management, LLC 0.12% New 2,370 $287K
Horizon Investments, LLC 0.01% Add +0.5% 2,364 $286K
Donoghue Forlines LLC 0.08% Add +17.9% 2,303 $279K
Heck Capital Advisors, LLC 0.04% Add +2.2% 2,289 $277K
Oak Associates Ltd. 0.02% New 2,270 $275K
Kingswood Wealth Advisors, LLC 0.03% New 2,251 $272K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.4% 2,246 $272K
Tower Research Capital LLC (TRC) 0.01% Reduce -91.8% 2,242 $271K
Great Lakes Advisors, LLC 0.00% Reduce -60.9% 2,218 $268K
Investment Management Corp of Ontario 0.01% Reduce -31.4% 2,185 $264K
Parallel Advisors, LLC 0.01% Reduce -5.5% 2,174 $263K
Capital Investment Advisors, LLC 0.01% Reduce -4.6% 2,158 $261K
Cipher Capital LP 0.12% New 2,125 $257K
CoreCommodity Management, LLC 0.09% New 2,125 $257K
Van Hulzen Asset Management, LLC 0.02% Reduce -48.7% 2,108 $255K
Vanguard Capital Wealth Advisors 0.18% Reduce -16.0% 2,100 $254K
HighPoint Advisor Group LLC 0.02% Add +7.4% 2,273 $252K
Caxton Associates LP 0.02% Reduce -83.1% 2,049 $248K
Gateway Investment Advisers LLC 0.00% Reduce -25.9% 2,023 $245K
V-Square Quantitative Management LLC 0.03% Add +24.9% 2,008 $243K
First Community Trust NA 0.23% Add +30.6% 2,005 $243K
Full Sail Capital, LLC 0.02% Reduce -12.2% 2,000 $242K
Shell Asset Management Co. 0.01% Reduce -61.5% 2,391 $238K
AXA S.A. 0.00% Reduce -38.0% 1,961 $237K
Allworth Financial LP 0.00% Add +11.2% 1,933 $234K
New Covenant Trust Company, N.A. 0.23% — 1,923 $233K
Bessemer Group Inc. 0.00% Add +198.3% 1,897 $229K
Sequoia Financial Advisors, LLC 0.00% Reduce -38.9% 1,891 $229K
Heritage Trust Co 0.03% No change 1,872 $226K
Clear Creek Financial Management, LLC 0.03% New 1,858 $225K
Balentine LLC 0.01% New 1,853 $224K
Guardian Capital Advisors LP 0.02% New 2,000 $224K
Vantage Consulting Group Inc 0.14% Reduce -19.8% 1,823 $221K
Composition Wealth, LLC 0.01% Add +0.3% 1,815 $220K
Gallacher Capital Management LLC 0.11% Add +2.5% 1,792 $217K
Coldstream Capital Management Inc. 0.01% New 1,758 $213K
Caprock Group, LLC 0.01% Add +6.9% 1,751 $212K
VitalStone Financial, LLC 0.16% Add +96.8% 1,748 $211K
Freedom Investment Management, Inc. 0.02% Reduce -19.7% 1,733 $210K
NewEdge Wealth, LLC 0.00% Reduce -24.1% 1,963 $208K
IFP Advisors, Inc 0.01% Reduce -59.5% 1,715 $207K
Empowered Funds, LLC 0.00% Reduce -80.6% 1,694 $205K
Insight Folios Inc 0.08% Reduce -4.4% 1,681 $203K
Wealthspire Advisors, LLC 0.00% No change 1,675 $203K
Seeds Investor LLC 0.19% Reduce -76.3% 1,667 $202K
Lake Street Private Wealth, LLC 0.03% Reduce -20.6% 1,657 $200K
GAMMA Investing LLC 0.04% Add +3.6% 1,618 $196K
Ostrum Asset Management 0.02% No change 1,606 $194K
CENTRAL TRUST Co 0.00% Reduce -30.1% 1,602 $194K
AdvisorNet Financial, Inc 0.02% Add +57.7% 1,599 $193K
Partnership Wealth Management, LLC 0.13% No change 1,545 $187K
Canton Hathaway, LLC 0.05% New 1,531 $185K
Ameritas Investment Partners, Inc. 0.01% No change 1,517 $184K
Tobam 0.01% Reduce -44.7% 1,362 $165K
Exchange Traded Concepts, LLC 0.00% Add +112.6% 1,352 $164K
Westside Investment Management, Inc. 0.04% No change 1,350 $163K
Marathon Trading Investment Management LLC 0.06% Reduce -87.8% 1,315 $159K
NFSG Corp 0.06% Add +47.3% 1,215 $147K
Centaurus Financial, Inc. 0.01% Add +1.0% 1,162 $141K
WR Wealth Planners, LLC 0.04% New 1,125 $136K
Pension & Wealth Management Advisors, Inc. 0.09% No change 1,100 $133K
SouthState Bank Corp 0.01% Reduce -16.0% 1,050 $127K
CoreCap Advisors, LLC 0.01% New 998 $121K
Nemes Rush Group LLC 0.02% No change 909 $110K
Rakuten Securities, Inc. 0.05% Reduce -71.2% 904 $109K
Plato Investment Management Ltd 0.01% Add +155.8% 862 $104K
Harbour Investments, Inc. 0.00% Add +66.3% 855 $103K
Laffer Tengler Investments, Inc. 0.03% Reduce -49.0% 840 $102K
Signaturefd, LLC 0.00% Reduce -8.8% 808 $98K
Farther Finance Advisors, LLC 0.01% Add +102.8% 803 $95K
Sentry Investment Management LLC 0.03% No change 713 $86K
Elevation Wealth Partners, LLC 0.04% No change 650 $79K
Archer Investment Corp 0.02% No change 650 $79K
Creative Financial Designs Inc. 0.01% Add +19.0% 646 $78K
Penserra Capital Management LLC 0.00% Reduce -49.6% 613 $73K
Global Retirement Partners, LLC 0.00% Reduce -4.2% 573 $69K
Allianz SE 0.00% — 563 $68K
Johnson Financial Group, Inc. 0.00% Add +27500.0% 552 $67K
CI Investments Inc. 0.00% Add +43.2% 530 $64K
Atticus Wealth Management, LLC 0.02% Add +12.0% 466 $56K
Brown Brothers Harriman & Co. 0.00% No change 462 $56K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.2% 427 $52K
Lindbrook Capital, LLC 0.00% Add +50.9% 427 $52K
Addison Advisors LLC 0.02% Add +29.5% 421 $51K
Alta Advisers Ltd 0.02% No change 400 $48K
Principal Securities, Inc. 0.00% Reduce -16.9% 392 $47K
Huntington National Bank 0.00% Add +13.0% 383 $46K
Hall Laurie J Trustee 0.02% No change 365 $45K
Cyrus J. Lawrence, LLC 0.01% — 328 $39K
Parkside Financial Bank & Trust 0.01% Add +15.4% 308 $37K
Caldwell Sutter Capital, Inc. 0.02% Add +49.5% 302 $37K
MV Capital Management, Inc. 0.00% Add +7.7% 279 $34K
Carmichael Hill & Associates, Inc. 0.01% No change 270 $33K
Concourse Financial Group Securities, Inc. 0.00% Add +79.0% 265 $32K
Chilton Capital Management LLC 0.00% Add +2733.3% 255 $31K
Geneos Wealth Management Inc. 0.00% No change 250 $30K
Itau Unibanco Holding S.A. 0.00% Reduce -49.4% 250 $30K
First Horizon Advisors, Inc. 0.00% Reduce -8.6% 235 $28K
Quadrant Capital Group LLC 0.00% Reduce -54.0% 229 $28K
Spire Wealth Management 0.00% Reduce -16.4% 224 $27K
Manchester Capital Management LLC 0.00% Add +1068.4% 222 $27K
TD Private Client Wealth LLC 0.00% Add +104.6% 221 $27K
Ramirez Asset Management, Inc. 0.00% Add +100.0% 200 $24K
Bogart Wealth, LLC 0.00% No change 200 $24K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 200 $24K
CVA Family Office, LLC 0.00% Reduce -21.3% 185 $22K
Piscataqua Savings Bank 0.02% Add +133.3% 175 $21K
Trifecta Capital Advisors, LLC 0.01% Reduce -48.7% 172 $21K
Arlington Trust Co LLC 0.01% No change 167 $20K
Rothschild Investment LLC 0.00% Add +221.3% 151 $18K
WealthCollab, LLC 0.01% No change 150 $18K
Optimum Investment Advisors 0.01% No change 150 $18K
McIlrath & Eck, LLC 0.00% No change 150 $18K
Liberty One Investment Management, LLC 0.00% Reduce -97.0% 150 $18K
RFP Financial Group LLC 0.01% Add +78.3% 148 $18K
Sunbelt Securities, Inc. 0.00% No change 144 $17K
Riverview Trust Co 0.01% New 142 $17K
Blue Trust, Inc. 0.00% Reduce -60.9% 129 $16K
CGC Financial Services, LLC 0.01% Add +1170.0% 127 $15K
TFC Financial Management, Inc. 0.00% Add +0.8% 124 $15K
Rise Advisors, LLC 0.01% Add +588.2% 117 $14K
Baldwin Wealth Partners LLC 0.00% No change 115 $14K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -70.7% 115 $14K
Whittier Trust Co. 0.00% Add +66.2% 113 $14K
Clearstead Trust, LLC 0.00% No change 110 $13K
Covestor Ltd 0.01% Reduce -89.4% 103 $13K
EverSource Wealth Advisors, LLC 0.00% Add +31.8% 112 $12K
USCF Advisers LLC 1.15% No change 100 $12K
Tyler-Stone Wealth Management 0.01% No change 100 $12K
Glass Jacobson Investment Advisors llc 0.00% Add +33.3% 100 $12K
Smartleaf Asset Management LLC 0.00% New 99 $12K
Tidemark, LLC 0.01% Reduce -13.4% 97 $12K
Farmers & Merchants Investments Inc. 0.00% No change 91 $11K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 89 $11K
American Capital Advisory, LLC 0.01% New 50 $11K
Millburn Ridgefield LLC 0.00% Reduce -12.2% 79 $10K
Catalyst Capital Advisors LLC 0.00% Reduce -63.8% 79 $10K
Lowe Wealth Advisors, LLC 0.00% Reduce -34.8% 75 $9K
GPS Wealth Strategies Group, LLC 0.00% No change 75 $9K
Armstrong Advisory Group, Inc. 0.00% No change 65 $9K
Quent Capital, LLC 0.00% Reduce -26.4% 64 $8K
Strengthening Families & Communities, LLC 0.00% No change 60 $7K
GW&K Investment Management, LLC 0.00% Reduce -1.6% 61 $7K
BBJS Financial Advisors, LLC 0.00% New 50 $6K
Janiczek Wealth Management, LLC 0.00% No change 50 $6K
Pacifica Partners Inc. 0.00% No change 50 $6K
PayPay Securities Corp 0.26% Add +4.9% 43 $5K
Elequin Capital, LP 0.00% New 42 $5K
Asset Dedication, LLC 0.00% No change 38 $5K
Global Financial Private Client, LLC 0.00% Reduce -37.9% 41 $5K
Zions Bancorporation, N.A. 0.00% Add +40.0% 35 $4K
St Germain D J Co. Inc. 0.00% No change 35 $4K
Ulland Investment Advisors, LLC 0.00% New 37 $4K
City State Bank 0.00% No change 29 $4K
Mather Group, Llc. 0.00% New 29 $4K
Avior Wealth Management, LLC 0.00% New 31 $4K
Beaird Harris Wealth Management, LLC 0.00% Add +50.0% 30 $4K
GHP Investment Advisors, Inc. 0.00% No change 30 $4K
CoreFirst Bank & Trust 0.00% No change 30 $4K
Ancora Advisors LLC 0.00% No change 30 $4K
Continuum Advisory, LLC 0.00% New 28 $3K
Barrett & Company, Inc. 0.00% No change 25 $3K
Independence Bank of Kentucky 0.00% Reduce -85.7% 25 $3K
UMB Bank, n.a. 0.00% No change 25 $3K
Avion Wealth 0.00% Add +280.0% 19 $3K
Capital Advisors, Ltd. LLC 0.00% Add +18.2% 26 $3K
Venturi Wealth Management, LLC 0.00% Reduce -29.4% 24 $3K
Wetzel Investment Advisors, Inc. 0.00% No change 25 $3K
Abound Wealth Management 0.00% Reduce -19.2% 21 $3K
Prestige Wealth Management Group LLC 0.00% Reduce -12.5% 21 $3K
Bell Investment Advisors, Inc 0.00% Add +26.7% 19 $2K
JFS Wealth Advisors, LLC 0.00% Add +12.5% 18 $2K
FSA Wealth Management LLC 0.00% No change 17 $2K
Highline Wealth Partners LLC 0.00% No change 17 $2K
Gen-Wealth Partners Inc 0.00% — 16 $2K
SJS Investment Consulting Inc. 0.00% Add +100.0% 16 $2K
Raleigh Capital Management Inc. 0.00% Add +1400.0% 15 $2K
Nvwm, LLC 0.00% Add +36.4% 15 $2K
DT Investment Partners, LLC 0.00% No change 15 $2K
Salem Investment Counselors Inc. 0.00% No change 15 $2K
Raffa Wealth Management, LLC 0.00% No change 14 $2K
Dunhill Financial, LLC 0.00% Add +18.2% 13 $2K
Fortitude Family Office, LLC 0.00% New 12 $1K
Sugarloaf Wealth Management, LLC 0.00% New 12 $1K
Planning Capital Management Corp 0.00% No change 10 $1K
SOA Wealth Advisors, LLC. 0.00% No change 10 $1K
Anchor Investment Management, LLC 0.00% No change 10 $1K
Sachetta, LLC 0.00% No change 9 $1K
HBC Financial Services, PLLC 0.00% No change 15 $1K
FNY Investment Advisers, LLC 0.00% New 14 $1K
Horrell Capital Management, Inc. 0.00% No change 5 $1K
Coston, McIsaac & Partners 0.00% No change 12 $1K
Valley National Advisers Inc. 0.00% No change 15 $1K
Delos Wealth Advisors, LLC 0.00% New 8 $968
MCF Advisors LLC 0.00% Add +60.0% 8 $968
Jones Financial Companies LLLP 0.00% New 8 $968
Impact Partnership Wealth, LLC 0.00% Reduce -99.7% 7 $847
Whittier Trust Co. of Nevada Inc. 0.00% Add +133.3% 7 $845
Center for Financial Planning, Inc. 0.00% No change 6 $726
ICA Group Wealth Management, LLC 0.00% No change 6 $726
Gradient Investments LLC 0.00% Reduce -40.0% 6 $726
Colonial Trust Advisors 0.00% Reduce -79.2% 5 $605
Carolinas Wealth Consulting LLC 0.00% Add +66.7% 5 $605
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $605
Core Alternative Capital 0.00% Reduce -92.7% 4 $484
AlphaQuest LLC 0.00% New 4 $484
Cape Investment Advisory, Inc. 0.00% No change 3 $363
Abich Financial Wealth Management LLC 0.00% Reduce -96.1% 2 $242
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $242
True Wealth Design, LLC 0.00% No change 2 $242
Valued Wealth Advisors LLC 0.00% Reduce -90.9% 1 $121
WestEnd Advisors, LLC 0.00% No change 1 $121
TFO Wealth Partners, LLC 0.00% No change 1 $121

"% of holder's portfolio" is ENPH's weight in each manager's 13F, not the share of Enphase Energy Inc. the manager owns.