Enphase EnergyENPH

13F holders, Q2 2024 (June 30)
716holders −7
81new positions
91sold out
9famous investors
$99.55avg. 13F price*

At the end of Q2 2024, 716 institutions reported holding Enphase Energy Inc. (ENPH) in their 13F filings, down 7 from Q1 2024. 81 opened new positions and 91 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock Inc. ($1.5B) and Baillie Gifford & Co. ($626.7M). 9 famous investors held it, including Philippe Laffont (0.4% of Coatue Management's portfolio), Jeremy Grantham (0.2% of GMO's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 → Q2 2024

InstitutionsTotal Value
New Positions81$216.5M
Exits91$185.1M

All 13F filers, Q1 2024 → Q2 2024: 15,602,291 shares bought and 7,993,884 shares sold, net +7,608,407 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 716 holders

Vanguard Group Inc. 0.03% Add +3.3% 16,135,251 $1.6B
BlackRock Inc. 0.03% Add +2.2% 15,385,397 $1.5B
Baillie Gifford & Co. 0.49% Add +57.9% 6,285,059 $626.7M
State Street Corp. 0.03% Add +0.6% 5,896,195 $587.9M
Swedbank AB 0.46% Reduce -1.6% 3,451,585 $344.2M
Wellington Management Group LLP 0.06% Add +66.2% 3,375,203 $336.5M
Geode Capital Management, LLC 0.03% Add +4.5% 3,361,737 $334.9M
Invesco Ltd. 0.06% Reduce -20.9% 2,868,578 $286.0M
Goldman Sachs Group Inc. 0.04% Add +7.5% 2,224,560 $221.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +126.0% 2,207,617 $220.1M
Morgan Stanley 0.01% Add +4.1% 1,768,846 $176.4M
Amundi 0.05% Add +57.1% 1,408,618 $140.0M
Norges Bank 0.02% Add +12.2% 1,364,941 $136.1M
Northern Trust Corp. 0.02% Add +0.4% 1,309,588 $130.6M
Legal & General Group Plc 0.04% Add +12.7% 1,268,832 $126.5M
Nordea Investment Management AB 0.12% Add +12.2% 1,017,998 $104.7M
First Trust Advisors LP 0.10% Add +20.7% 1,019,801 $101.7M
FMR LLC 0.01% Add +22.6% 980,563 $97.8M
Schroder Investment Management Group 0.11% Add +14.1% 961,620 $95.9M
Coatue Management 0.37% Reduce -2.9% 960,700 $95.8M
JPMorgan Chase & Co. 0.01% Reduce -20.9% 915,812 $91.3M
Mariner, LLC 0.17% Add +7.6% 879,843 $87.7M
Charles Schwab Investment Management Inc. 0.02% Add +4.7% 864,106 $86.2M
Bank of New York Mellon Corp 0.02% Reduce -1.1% 839,764 $83.7M
Thrivent Financial for Lutherans 0.17% Add +17.6% 826,742 $82.4M
Holocene Advisors, LP 0.28% Reduce -13.1% 672,641 $67.1M
HSBC Holdings PLC 0.04% Add +2.6% 625,694 $62.4M
UniSuper Management Pty Ltd 0.48% Reduce -9.0% 580,121 $57.8M
Mirova US LLC 0.72% Add +2.7% 579,241 $57.8M
Susquehanna International Group, LLP 0.10% Add +982.8% 560,077 $55.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Add +148.9% 554,376 $55.3M
Royal Bank of Canada 0.01% Add +34.6% 525,514 $52.4M
Deutsche Bank AG 0.02% Add +21.0% 521,607 $52.0M
Anomaly Capital Management, LP 1.96% New 517,322 $51.6M
DNB Asset Management AS 0.24% Reduce -6.3% 511,890 $51.0M
Canada Pension Plan Investment Board 0.05% Add +3.4% 505,255 $50.4M
GMO 0.17% Add +0.4% 498,784 $49.7M
Dimensional Fund Advisors LP 0.01% Add +1.4% 491,113 $49.0M
Nuveen Asset Management, LLC 0.01% Add +4.7% 468,217 $46.7M
Voloridge Investment Management, LLC 0.17% Reduce -14.0% 466,654 $46.5M
Voya Investment Management LLC 0.05% Reduce -83.7% 459,271 $45.8M
Montrusco Bolton Investments Inc. 0.48% Add +665.2% 454,231 $45.3M
Optiver Holding B.V. 0.83% Add +920.1% 433,721 $43.2M
Storebrand Asset Management As 0.14% Reduce -0.9% 432,265 $43.1M
Handelsbanken Fonder AB 0.18% Add +500.2% 417,866 $41.7M
Aberdeen Group plc 0.08% Add +43.0% 417,250 $41.6M
Jane Street Group, LLC 0.04% Add +21.7% 410,592 $40.9M
Swiss National Bank 0.03% Reduce -1.7% 402,000 $40.1M
UBS Group AG 0.01% Add +54.9% 388,806 $38.8M
American Century Companies Inc. 0.02% Add +67.5% 375,548 $37.4M
Barclays PLC 0.02% Reduce -29.2% 373,706 $37.3M
BNP Paribas Financial Markets 0.04% Add +0.6% 368,597 $36.8M
Two Sigma Investments, LP 0.09% Add +413.6% 368,556 $36.7M
Bank of America Corp. 0.00% Add +11.3% 346,147 $34.5M
APG Asset Management N.V. 0.06% Reduce -4.3% 369,984 $34.4M
Erste Asset Management GmbH 0.45% Add +4.8% 326,039 $34.3M
Principal Financial Group Inc. 0.02% Add +75.0% 337,506 $33.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -2.8% 313,922 $31.3M
Robeco Schweiz AG 0.60% New 313,400 $31.2M
Rhumbline Advisers 0.03% Reduce -1.6% 304,315 $30.3M
Citigroup Inc. 0.03% Add +12.6% 299,060 $29.8M
Westfield Capital Management Co. LP 0.15% Reduce -1.9% 298,894 $29.8M
T. Rowe Price Associates Inc. 0.00% Reduce -27.6% 294,097 $29.3M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Reduce -2.4% 280,971 $28.0M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +6.3% 274,201 $27.3M
National Pension Service 0.03% Add +6471.3% 263,707 $26.3M
Citadel Advisors 0.02% Reduce -45.8% 244,323 $24.4M
Choreo, LLC 0.40% Add +0.7% 244,463 $23.8M
California State Teachers Retirement System 0.03% Reduce -0.1% 227,827 $22.7M
Allianz Asset Management GmbH 0.04% Reduce -1.5% 224,654 $22.4M
Triodos Investment Management BV 1.82% Reduce -0.9% 209,311 $20.9M
Impax Asset Management Group plc 0.08% Add +19.8% 195,101 $19.5M
Park West Asset Management LLC 1.48% New 190,000 $18.9M
La Financiere DE L'echiquier 0.83% Reduce -8.7% 190,000 $18.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +15.0% 189,715 $18.9M
Ameriprise Financial Inc. 0.01% Reduce -10.2% 188,704 $18.8M
California Public Employees Retirement System 0.01% Reduce -2.5% 178,820 $17.8M
Laurion Capital Management LP 0.58% New 177,766 $17.7M
Clear Harbor Asset Management, LLC 1.53% Add +1.1% 175,367 $17.5M
Bank of Montreal 0.01% Add +11.4% 167,482 $17.1M
Two Sigma Advisers, LP 0.04% Add +4454.1% 168,500 $16.8M
Clearbridge Investments, LLC 0.01% Add +58.6% 165,529 $16.5M
DekaBank Deutsche Girozentrale 0.03% Add +73.2% 153,590 $16.4M
Verition Fund Management LLC 0.14% Add +229.8% 158,546 $15.8M
Alliancebernstein L.P. 0.01% Reduce -2.2% 145,796 $14.5M
Guinness Asset Management LTD 0.30% Reduce -1.5% 144,599 $14.4M
Quintet Private Bank (Europe) S.A. 0.83% Add +10.5% 128,556 $14.4M
Baird Financial Group, Inc. 0.03% Reduce -2.5% 143,737 $14.3M
Electron Capital Partners, LLC 0.70% Add +29.8% 137,055 $13.7M
Gilder Gagnon Howe & Co. LLC 0.17% Add +0.2% 133,023 $13.3M
Squarepoint Ops LLC 0.05% Add +3501.6% 132,611 $13.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -10.2% 131,929 $13.2M
CANADA LIFE ASSURANCE Co 0.02% Add +15.7% 131,138 $13.1M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -2.0% 130,500 $13.0M
Calamos Wealth Management LLC 0.70% No change 130,000 $13.0M
Marshall Wace, LLP 0.02% Add +323.8% 127,388 $12.7M
Aviva PLC 0.04% Add +4.9% 126,750 $12.6M
Andra AP-fonden 0.21% Add +409.9% 123,700 $12.3M
Liberty Wealth Management LLC 2.23% Add +5.8% 121,972 $12.2M
New York State Teachers Retirement System 0.03% Reduce -8.9% 120,346 $12.0M
Rockefeller Capital Management L.P. 0.03% Add +37.7% 117,612 $11.7M
Russell Investments Group, Ltd. 0.02% Reduce -19.1% 114,440 $11.6M
KBC Group NV 0.04% Add +2.1% 116,005 $11.6M
Wells Fargo & Company 0.00% Add +1.9% 115,454 $11.5M
Nomura Holdings Inc. 0.07% Add +39.9% 113,910 $11.4M
ING Groep NV 0.07% Add +3045.8% 113,343 $11.3M
Twin Tree Management, LP 0.33% New 112,199 $11.2M
National Philanthropic Trust 0.21% No change 108,101 $10.8M
Stifel Financial Corp. 0.01% Add +2.8% 107,914 $10.8M
Manufacturers Life Insurance Company, The 0.01% Add +5.9% 107,512 $10.7M
Pinebridge Investments, L.P. 0.09% Add +27.6% 106,788 $10.7M
Assenagon Asset Management S.A. 0.03% Add +51.0% 101,791 $10.1M
Federated Hermes, Inc. 0.02% Reduce -11.3% 100,664 $10.0M
Alyeska Investment Group, L.P. 0.06% New 100,000 $10.0M
AQR Capital Management 0.02% Reduce -33.3% 99,969 $10.0M
State of Wisconsin Investment Board 0.03% Add +24.8% 96,116 $9.6M
IMC-Chicago, LLC 0.30% New 94,706 $9.4M
LGT Group Foundation 0.15% Add +1.0% 94,407 $9.4M
Raymond James & Associates 0.01% Add +27.4% 94,327 $9.4M
New York State Common Retirement Fund 0.01% Add +2.7% 92,810 $9.3M
Commonwealth Equity Services, LLC 0.01% Reduce -3.9% 90,393 $9.0M
LPL Financial LLC 0.00% Add +2.6% 87,422 $8.7M
Walleye Capital LLC 0.10% Reduce -16.1% 87,349 $8.7M
Susquehanna Portfolio Strategies, LLC 0.36% No change 86,848 $8.7M
Alps Advisors Inc. 0.06% Reduce -3.8% 85,818 $8.6M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -52.7% 80,900 $8.5M
Van Eck Associates Corp. 0.01% Add +30.6% 84,743 $8.4M
Prudential Financial Inc. 0.01% Reduce -10.2% 81,660 $8.1M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -6.2% 79,570 $7.9M
D. E. Shaw & Co. 0.01% Reduce -88.7% 79,552 $7.9M
Bridgewater Associates 0.04% Reduce -20.3% 79,432 $7.9M
Lombard Odier Asset Management (Europe) Ltd 0.53% Reduce -14.9% 77,765 $7.8M
Danske Bank A/S 0.03% Reduce -33.9% 76,928 $7.7M
Walleye Trading LLC 0.15% Add +32.7% 75,974 $7.6M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Add +31.2% 75,830 $7.6M
CapitalatWork S.A. 0.25% Add +237.3% 75,334 $7.5M
Pictet Asset Management Holding SA 0.01% Add +14.2% 74,940 $7.5M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.2% 74,278 $7.4M
Toronto Dominion Bank 0.01% Add +54.7% 73,150 $7.3M
Point72 Europe (London) LLP 0.61% New 72,774 $7.3M
ABN AMRO Bank N.V. 0.10% Reduce -0.3% 68,527 $6.9M
Canoe Financial LP 0.13% No change 56,100 $6.8M
LMCG Investments, LLC 0.37% Add +3.6% 64,562 $6.4M
Korea Investment CORP 0.02% Add +15.8% 64,552 $6.4M
Mediolanum International Funds Ltd 0.10% Reduce -15.3% 65,054 $6.4M
Nomura Asset Management Co. Ltd. 0.02% Add +50.4% 63,723 $6.4M
Dnca Finance 0.56% — 63,500 $6.3M
Quadrature Capital Ltd 0.11% Reduce -68.5% 62,855 $6.3M
Treasurer of the State of North Carolina 0.03% Reduce -6.4% 62,164 $6.2M
Achmea Investment Management B.V. 0.11% Add +92.6% 61,883 $6.2M
Vontobel Holding Ltd. 0.02% Add +23.8% 60,316 $6.0M
M&G PLC 0.04% Add +0.3% 60,032 $6.0M
Ossiam 0.11% Add +1.2% 59,813 $6.0M
Prudential PLC 0.04% Reduce -13.6% 59,734 $6.0M
Public Employees Retirement System of Ohio 0.02% Add +15.3% 58,928 $5.9M
Marathon Capital Management 1.49% Reduce -18.4% 58,348 $5.8M
Sphera Funds Management LTD. 0.92% Add +20.4% 56,792 $5.7M
Tidal Investments LLC 0.08% Add +49.2% 55,518 $5.5M
Macquarie Group Ltd. 0.01% Add +2.7% 54,886 $5.5M
Asset Management One Co., Ltd. 0.02% Reduce -4.6% 54,722 $5.5M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -2.7% 53,700 $5.4M
Victory Capital Management Inc. 0.01% Reduce -1.8% 52,804 $5.3M
Ensign Peak Advisors, Inc 0.01% Reduce -16.7% 52,658 $5.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -30.3% 52,483 $5.2M
Rafferty Asset Management, LLC 0.02% Add +7.1% 52,446 $5.2M
Royal London Asset Management Ltd. 0.01% Reduce -40.3% 52,063 $5.2M
Two Sigma Securities, LLC 0.24% Reduce -44.0% 50,014 $5.0M
State of New Jersey Common Pension Fund D 0.02% Reduce -36.1% 49,914 $5.0M
Hartline Investment Corp./ 0.66% New 49,345 $4.9M
Reynders McVeigh Capital Management, LLC 0.28% Reduce -0.7% 49,334 $4.9M
Rathbones Group PLC 0.03% Add +29.1% 48,575 $4.8M
Millennium Management 0.00% Reduce -63.7% 48,336 $4.8M
GTS Securities LLC 0.10% Add +307.4% 48,071 $4.8M
USS Investment Management Ltd 0.04% Add +2.3% 47,842 $4.8M
RPG Investment Advisory, LLC 0.70% Reduce -3.8% 47,810 $4.8M
TD Asset Management Inc 0.00% Add +2.6% 47,350 $4.7M
Clearstead Advisors, LLC 0.08% New 46,855 $4.7M
Boston Common Asset Management, LLC 0.12% Reduce -4.5% 45,554 $4.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 45,403 $4.5M
Wolverine Trading, LLC 0.07% Add +101.5% 45,117 $4.5M
ProShare Advisors LLC 0.01% Add +8.8% 44,925 $4.5M
Lombard Odier Asset Management (Switzerland) SA 0.45% New 44,555 $4.4M
Envestnet Asset Management Inc. 0.00% Add +54.9% 44,510 $4.4M
Resona Asset Management Co.,Ltd. 0.03% Reduce -4.3% 44,004 $4.4M
Atika Capital Management LLC 0.51% No change 44,000 $4.4M
Mizuho Markets Americas LLC 0.12% Add +27.2% 43,922 $4.4M
MetLife Investment Management, LLC 0.03% Add +13.7% 42,321 $4.2M
HighTower Advisors, LLC 0.01% Add +9.8% 42,399 $4.2M
National Bank of Canada 0.01% Add +30.2% 42,459 $4.1M
Lingotto Investment Management LLP 0.13% No change 39,918 $4.0M
Banco Santander, S.A. 0.05% Add +32.7% 39,670 $4.0M
State of Michigan Retirement System 0.02% Add +6.2% 39,515 $3.9M
State of Tennessee, Department of Treasury 0.01% Reduce -3.1% 38,546 $3.8M
BNP Paribas 0.19% Reduce -11.3% 38,248 $3.8M
Arizona State Retirement System 0.02% Reduce -0.7% 37,293 $3.7M
Grand Alliance Asset Management Ltd 1.76% No change 37,000 $3.7M
Corebridge Financial, Inc. 0.02% — 36,760 $3.7M
Forsta Ap-Fonden 0.03% Reduce -27.6% 36,500 $3.6M
Fagan Associates, Inc. 0.63% Reduce -3.2% 36,160 $3.6M
Advent Capital Management 6.26% Add +40.0% 35,000 $3.5M
SG Americas Securities, LLC 0.02% Reduce -22.0% 34,918 $3.5M
Comerica Bank 0.01% Reduce -2.6% 34,529 $3.4M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.04% — 34,470 $3.4M
Xponance LLC 0.03% Add +12.3% 34,212 $3.4M
MassMutual Private Wealth & Trust, FSB 0.10% Add +5.2% 34,138 $3.4M
Shelton Capital Management 0.09% No change 34,125 $3.4M
Bank of Nova Scotia 0.01% Reduce -86.8% 34,075 $3.4M
Credit Agricole S A 0.02% Add +171.6% 33,388 $3.3M
LifePro Asset Management 2.38% New 33,297 $3.3M
Franklin Resources Inc. 0.00% Add +90.5% 33,013 $3.3M
J. Safra Sarasin Holding AG 0.06% — 32,278 $3.2M
First Citizens Bank & Trust Co. 0.06% New 32,058 $3.2M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 1.25% No change 32,050 $3.2M
Group One Trading LLC 0.10% Add +61.8% 31,343 $3.1M
Fulton Breakefield Broenniman LLC 0.23% Add +1.8% 31,325 $3.1M
Tower Research Capital LLC (TRC) 0.05% Add +1259.5% 30,481 $3.0M
Leonteq Securities AG 0.42% Reduce -9.5% 30,262 $3.0M
Envestnet Portfolio Solutions, Inc. 0.01% New 30,070 $3.0M
Twinbeech Capital LP 0.06% New 30,031 $3.0M
Retirement Systems of Alabama 0.01% Add +0.2% 30,013 $3.0M
Arosa Capital Management LP 2.33% Reduce -31.4% 30,000 $3.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.3% 29,886 $3.0M
TB Alternative Assets Ltd. 0.69% No change 29,700 $3.0M
Lane Generational LLC 3.48% Reduce -2.9% 29,500 $2.9M
Amalgamated Bank 0.02% Reduce -1.8% 29,140 $2.9M
IFM Investors Pty Ltd 0.03% Add +5.0% 29,097 $2.9M
Bayesian Capital Management, LP 0.32% Reduce -55.5% 28,186 $2.8M
Point72 Asset Management 0.01% New 27,877 $2.8M
Calamos Advisors LLC 0.02% Reduce -3.5% 27,451 $2.7M
Osaic Holdings, Inc. 0.01% Reduce -30.7% 27,441 $2.7M
Nissay Asset Management Corp. /Japan 0.02% Reduce -22.3% 27,228 $2.7M
Guggenheim Capital LLC 0.02% Add +7.0% 26,732 $2.7M
Meeder Asset Management Inc. 0.19% Reduce -19.6% 26,676 $2.7M
Bank Pictet & Cie (Europe) AG 0.06% Reduce -6.6% 26,406 $2.6M
CI Investments Inc. 0.01% Add +4853.8% 26,255 $2.6M
Dudley & Shanley, Inc. 0.45% Add +18.9% 26,030 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +59.5% 26,002 $2.6M
Czech National Bank 0.03% Add +8.6% 25,928 $2.6M
Daiwa Securities Group Inc. 0.01% Reduce -23.0% 24,973 $2.5M
Kimelman & Baird, LLC 0.20% — 24,417 $2.4M
Mirova 0.44% Reduce -1.5% 24,149 $2.4M
OMERS ADMINISTRATION Corp 0.02% New 23,879 $2.4M
Cohen & Steers, Inc. 0.00% Reduce -1.1% 23,642 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Reduce -13.2% 23,634 $2.4M
Natixis 0.01% Reduce -8.8% 23,358 $2.3M
Shariaportfolio, Inc. 1.25% Reduce -4.5% 23,225 $2.3M
Cetera Investment Advisers 0.01% Reduce -4.2% 23,220 $2.3M
Evergreen Private Wealth LLC 1.14% Reduce -1.3% 23,185 $2.3M
Nicola Wealth Management LTD. 0.20% Reduce -8.0% 23,000 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -23.6% 22,324 $2.3M
Neuberger Berman Group LLC 0.00% Add +5.3% 22,814 $2.3M
Swiss Life Asset Management Ltd 0.03% Add +18.8% 22,457 $2.2M
BlueDrive Global Investors LLP 2.55% No change 22,443 $2.2M
Utah Retirement Systems 0.03% Reduce -5.2% 21,727 $2.2M
Mandatum Life Insurance Co Ltd 0.72% Add +73.8% 21,517 $2.1M
New York Life Investment Management LLC 0.02% Reduce -0.5% 21,165 $2.1M
Sanctuary Advisors, LLC 0.02% — 18,838 $2.1M
Scotia Capital Inc. 0.01% Add +2.3% 21,076 $2.1M
North Star Investment Management Corp. 0.15% No change 20,250 $2.0M
Viking Fund Management LLC 0.36% Reduce -9.1% 20,000 $2.0M
North Star Asset Management Inc. 0.09% Add +6.6% 19,871 $2.0M
Harel Insurance Investments & Financial Services Ltd. 0.04% Add +409.1% 18,792 $2.0M
Compagnie Lombard Odier SCmA 0.03% Add +0.2% 19,577 $2.0M
Quaero Capital S.A. 4.29% Reduce -28.6% 19,457 $1.9M
Inspire Investing, LLC 0.22% Add +6.2% 19,363 $1.9M
Private Advisor Group, LLC 0.01% Add +20.1% 19,046 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -82.6% 18,922 $1.9M
Metis Global Partners, LLC 0.06% Add +15.9% 18,906 $1.9M
MML Investors Services, LLC 0.01% Reduce -10.7% 18,721 $1.9M
CIBC Asset Management Inc 0.01% Reduce -4.2% 18,696 $1.9M
AI-Squared Management Ltd 1.68% New 18,500 $1.8M
Royal Fund Management, LLC 0.25% Add +5.1% 18,336 $1.8M
Great Valley Advisor Group, Inc. 0.05% Add +34.4% 18,282 $1.8M
M&T Bank Corp 0.01% Add +54.5% 18,181 $1.8M
Leibman Financial Services, Inc. 1.34% Add +1.5% 18,080 $1.8M
Robeco Institutional Asset Management B.V. 0.00% Add +267.8% 18,015 $1.8M
Stamos Capital Partners, L.P. 0.38% Add +69.7% 17,730 $1.8M
Cibc World Markets Corp. 0.01% Add +28.3% 17,547 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -4.2% 17,530 $1.7M
Capstone Investment Advisors, LLC 0.08% Add +219.5% 17,313 $1.7M
Cabot Wealth Management Inc. 0.23% Add +8.2% 17,276 $1.7M
Sei Investments Co. 0.00% Add +9.9% 17,198 $1.7M
Mutual of America Capital Management LLC 0.02% Reduce -3.6% 17,157 $1.7M
LGT Fund Management Co Ltd. 0.21% New 17,000 $1.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +57.2% 14,571 $1.7M
PFG Investments, LLC 0.12% Reduce -8.1% 16,898 $1.7M
Virtu Financial LLC 0.11% New 16,310 $1.6M
Duff & Phelps Investment Management Co. 0.02% Add +12.2% 15,949 $1.6M
Banque Cantonale Vaudoise 0.06% Reduce -32.4% 15,768 $1.6M
Jones Financial Companies LLLP 0.00% Add +196612.5% 15,737 $1.6M
McGowan Group Asset Management, Inc. 0.22% Add +4.1% 15,563 $1.6M
NorthCoast Asset Management LLC 0.01% New 15,235 $1.5M
Annex Advisory Services, LLC 0.05% Add +0.3% 15,050 $1.5M
Jefferies Financial Group Inc. 0.03% Reduce -30.4% 14,941 $1.5M
State of Alaska, Department of Revenue 0.02% No change 14,754 $1.5M
Janus Henderson Group PLC 0.00% Reduce -22.0% 14,503 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +23.7% 14,328 $1.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.6% 14,070 $1.4M
Bouvel Investment Partners, LLC 0.53% No change 13,807 $1.4M
Y.D. More Investments Ltd 0.14% Add +6.8% 13,500 $1.3M
Corient Private Wealth LP 0.00% Add +2.8% 13,494 $1.3M
Quantinno Capital Management LP 0.02% Reduce -40.4% 13,038 $1.3M
Focus Partners Wealth 0.00% Add +24.1% 13,012 $1.3M
Keybank National Association 0.01% Add +1.3% 12,933 $1.3M
Commons Capital, LLC 1.52% Add +8.2% 12,692 $1.3M
SCP Investment, LP 0.81% New 12,688 $1.3M
SpiderRock Advisors, LLC 0.03% Add +0.2% 12,644 $1.3M
Profund Advisors LLC 0.05% Add +13.4% 12,331 $1.2M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -19.1% 12,325 $1.2M
Cresset Asset Management, LLC 0.01% Reduce -19.0% 11,939 $1.2M
Abacus FCF Advisors LLC 0.29% Reduce -42.5% 11,723 $1.2M
Elo Mutual Pension Insurance Co 0.03% Reduce -5.7% 11,697 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +0.9% 11,681 $1.2M
Bokf, NA 0.02% Reduce -0.3% 11,653 $1.2M
Stiles Financial Services Inc 0.44% Reduce -3.0% 11,481 $1.1M
Gulf International Bank (UK) Ltd 0.03% No change 11,359 $1.1M
Mount Vernon Associates Inc. 1.00% Add +10.6% 11,305 $1.1M
Pathstone Holdings, LLC 0.01% Add +0.5% 11,243 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.5% 11,133 $1.1M
Seven Eight Capital, LP 0.11% Reduce -26.6% 10,996 $1.1M
Creative Planning 0.00% Reduce -0.1% 10,825 $1.1M
Intellectus Partners, LLC 0.30% Add +7.5% 10,810 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.5% 10,793 $1.1M
Natixis Advisors, LLC 0.00% New 10,793 $1.1M
Mizuho Securities USA LLC 0.02% New 10,494 $1.0M
Essex Investment Management Co. LLC 0.19% New 10,452 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +4.9% 10,404 $1.0M
Centiva Capital, LP 0.05% Reduce -43.1% 10,302 $1.0M
Maryland State Retirement & Pension System 0.02% No change 10,291 $1.0M
Kentucky Retirement Systems 0.03% Reduce -0.6% 10,253 $1.0M
Appian Way Asset Management LP 0.26% New 10,100 $1.0M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.65% No change 10,000 $997K
Gould Capital, LLC 0.70% Add +2.5% 9,994 $997K
KCM Investment Advisors LLC 0.04% Add +11.1% 9,982 $995K
Gsa Capital Partners LLP 0.07% Reduce -42.6% 9,970 $994K
MBB Public Markets I LLC 0.02% New 9,855 $983K
Pacer Advisors, Inc. 0.00% Reduce -38.1% 9,727 $970K
Landscape Capital Management, L.L.C. 0.08% Add +53.8% 9,543 $952K
Vanguard Personalized Indexing Management, LLC 0.02% Add +24.0% 9,587 $943K
Front Row Advisors LLC 0.33% Reduce -13.1% 9,381 $935K
Ethic Inc. 0.02% Add +0.3% 9,324 $930K
Atria Wealth Solutions, Inc. 0.01% Reduce -25.8% 9,138 $911K
Ashburton (Jersey) Ltd 0.38% — 9,369 $911K
Candriam S.C.A. 0.01% Add +0.2% 9,086 $906K
Albion Financial Group 0.07% Reduce -0.5% 8,913 $889K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.10% Reduce -17.0% 8,903 $888K
Phoenix Financial Ltd. 0.01% Reduce -10.8% 8,873 $887K
Cim Investment Management Inc. 0.27% Reduce -1.0% 8,829 $880K
DAVENPORT & Co LLC 0.01% Add +0.5% 8,797 $877K
US Bancorp \de 0.00% Add +2.0% 8,779 $875K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -0.9% 8,615 $869K
Hartford Investment Management Co. 0.03% Reduce -0.7% 8,714 $869K
Balyasny Asset Management L.P. 0.00% Reduce -94.3% 8,586 $856K
NewEdge Advisors, LLC 0.01% Reduce -24.6% 8,458 $843K
Stratos Wealth Partners, LTD. 0.01% Add +3.1% 8,414 $839K
Abn Amro Investment Solutions 0.02% Reduce -2.8% 8,357 $833K
Tandem Capital Management Corp. 0.46% Add +3.2% 8,556 $831K
Oppenheimer & Co. Inc. 0.01% Reduce -60.5% 8,287 $826K
Mackenzie Financial Corp. 0.00% Reduce -29.8% 8,252 $823K
Firsthand Capital Management, Inc. 1.60% Add +1030.4% 260,000 $822K
Avantax Advisory Services, Inc. 0.01% Reduce -1.1% 8,215 $819K
Bailard, Inc. 0.02% Add +12.5% 8,189 $817K
Advisors Asset Management, Inc. 0.02% Reduce -31.5% 8,143 $812K
DRW Securities, LLC 0.05% Reduce -28.5% 8,028 $803K
CIBC Private Wealth Group LLC 0.00% Reduce -17.6% 7,797 $802K
Van Hulzen Asset Management, LLC 0.05% Add +277.0% 7,948 $792K
Bedell Frazier Investment Counselling, LLC 0.19% Add +7.3% 7,924 $790K
SeaCrest Wealth Management, LLC 0.09% New 7,898 $788K
Belpointe Asset Management LLC 0.05% New 7,891 $787K
Mercer Global Advisors Inc. 0.00% Add +23.2% 4,226 $774K
Aviso Wealth Management 0.46% Reduce -2.1% 7,757 $773K
Illinois Municipal Retirement Fund 0.01% No change 7,709 $769K
Securian Asset Management, Inc. 0.02% Reduce -2.5% 7,708 $769K
Louisiana State Employees Retirement System 0.01% Reduce -2.5% 7,700 $768K
Ingalls & Snyder LLC 0.03% New 7,549 $753K
Wealthfront Advisers LLC 0.00% Add +16.2% 7,454 $743K
Symmetry Investments LP 0.09% Reduce -12.9% 7,400 $738K
Vestcor Inc 0.02% No change 7,306 $728K
Westpac Banking Corp. 0.06% Add +6.4% 7,238 $722K
Fermata Advisors, LLC 0.16% No change 7,070 $705K
Green Alpha Advisors, LLC 0.56% Reduce -9.5% 7,046 $703K
Maxi Investments CY Ltd 0.16% No change 7,000 $698K
Brown Advisory Inc. 0.00% Reduce -4.5% 6,955 $693K
Wambolt & Associates, LLC 0.20% Add +6.8% 7,113 $692K
Marex Group Ltd 0.02% Reduce -17.3% 6,925 $690K
New Mexico Educational Retirement Board 0.02% No change 6,900 $688K
Ionic Capital Management LLC 0.54% New 6,721 $670K
VitalStone Financial, LLC 0.47% Add +275.6% 6,565 $655K
United Asset Strategies, Inc. 0.06% Add +2.4% 6,496 $648K
Slow Capital, Inc. 0.10% Reduce -75.3% 6,371 $635K
TriaGen Wealth Management LLC 0.24% Add +1.1% 6,360 $634K
Engineers Gate Manager LP 0.01% New 6,293 $627K
Cidel Asset Management Inc. 0.05% Add +2.7% 6,272 $625K
Rakuten Investment Management, Inc. 0.00% Add +58.3% 5,789 $609K
Natixis Investment Managers International 0.05% Reduce -3.7% 6,060 $604K
Leavell Investment Management, Inc. 0.03% Reduce -0.1% 6,013 $600K
Monetta Financial Services Inc. 0.52% No change 6,000 $598K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -9.4% 5,955 $594K
Interval Partners, LP 0.02% New 5,950 $593K
Cynosure Group, LLC 0.09% Add +2.3% 5,926 $591K
Schonfeld Strategic Advisors LLC 0.00% Add +64.2% 5,820 $580K
E. Ohman J:or Asset Management AB 0.01% No change 5,800 $578K
Fifth Third Bancorp 0.00% Add +10.1% 5,692 $568K
Paloma Partners Management Co 0.06% New 5,686 $567K
M Holdings Securities, Inc. 0.07% New 5,646 $563K
Baader Bank Aktiengesellschaft 0.04% New 5,781 $562K
Truist Financial Corp. 0.00% Reduce -2.9% 5,614 $560K
Crossmark Global Holdings, Inc. 0.01% Add +1.9% 5,591 $557K
CoreCommodity Management, LLC 0.21% Add +161.9% 5,565 $555K
Parkwood LLC 0.07% New 5,542 $553K
Cwm, LLC 0.00% Add +6.9% 5,548 $553K
Gotham Asset Management 0.01% Reduce -2.5% 5,430 $541K
Cerity Partners LLC 0.00% Reduce -4.8% 5,423 $541K
Nisa Investment Advisors, LLC 0.00% Reduce -0.9% 5,373 $536K
Columbia Asset Management 0.10% Reduce -20.9% 5,370 $535K
Wedbush Securities Inc. 0.02% Add +17.7% 5,356 $534K
MN Wealth Advisors, LLC 0.31% Reduce -10.7% 5,315 $530K
Janney Montgomery Scott LLC 0.00% Add +13.9% 5,245 $523K
Mirador Capital Partners LP 0.10% New 5,232 $522K
Public Sector Pension Investment Board 0.00% Add +68.9% 5,221 $521K
Blair William & Co. 0.00% Reduce -15.8% 5,209 $519K
Federation des caisses Desjardins du Quebec 0.00% Add +92.8% 5,157 $514K
Waycross Investment Management Co 0.49% Add +1.2% 5,128 $511K
Mizuho Markets Cayman LP 2.32% New 5,030 $502K
Ardsley Advisory Partners LP 0.09% New 5,000 $499K
Altshuler Shaham Ltd 0.02% No change 4,971 $496K
Guinness Atkinson Asset Management Inc 0.24% No change 4,870 $486K
Saturna Capital Corp. 0.01% Add +0.0% 4,830 $482K
Norinchukin Bank, The 0.01% Add +1.8% 4,738 $472K
Redwood Wealth Management Group, LLC 0.35% Reduce -4.4% 4,716 $470K
Financial Advocates Investment Management 0.03% Reduce -4.5% 4,647 $463K
American Trust Investment Advisors, LLC 0.22% No change 4,620 $461K
B. Riley Wealth Advisors, Inc. 0.01% Add +16.3% 4,620 $461K
Teza Capital Management LLC 0.06% New 4,572 $456K
Bison Wealth, LLC 0.07% No change 3,738 $452K
Benjamin F. Edwards & Company, Inc. 0.01% Add +4.7% 4,484 $447K
Kestra Advisory Services, LLC 0.00% Reduce -40.6% 4,409 $440K
J.P. Marvel Investment Advisors, LLC 0.07% No change 4,394 $438K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -2.0% 4,389 $438K
Commerce Bank 0.00% Reduce -3.5% 4,348 $434K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.5% 4,331 $432K
Acadian Asset Management LLC 0.00% New 4,332 $431K
Man Group plc 0.00% Add +8.8% 4,316 $430K
AustralianSuper Pty Ltd 0.00% No change 4,285 $427K
Resources Management Corp. /CT/ 0.06% Add +7.0% 4,252 $424K
Vident Advisory, LLC 0.01% Reduce -36.3% 4,167 $415K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +1.1% 4,117 $411K
Hoey Investments, Inc. 0.08% Reduce -16.1% 4,038 $403K
Abbrea Capital, LLC 0.05% Reduce -10.5% 4,000 $399K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.6% 3,972 $396K
Martin Capital Advisors, LLP 0.30% Add +1.8% 3,970 $396K
Empirical Asset Management, LLC 0.15% New 3,951 $394K
Point72 Hong Kong Ltd 0.02% New 3,918 $391K
Afg Fiduciary Services Limited Partnership 0.27% Reduce -8.6% 3,718 $389K
Applied Finance Capital Management, LLC 0.02% New 3,885 $387K
NEOS Investment Management LLC 0.02% Add +35.1% 3,836 $382K
Harvest Portfolios Group Inc. 0.01% Reduce -2.8% 3,825 $381K
First Trust Direct Indexing L.P. 0.02% Add +12.6% 3,764 $375K
IHT Wealth Management, LLC 0.01% Add +1.1% 3,737 $373K
Rehmann Capital Advisory Group 0.03% Add +10.1% 3,743 $373K
Dark Forest Capital Management LP 0.07% Add +50.0% 3,722 $371K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -12.1% 3,722 $371K
Fiduciary Trust Co 0.01% Reduce -8.0% 3,716 $371K
CX Institutional 0.02% Reduce -1.8% 3,653 $364K
Creekside Partners 0.20% — 3,627 $362K
Kingswood Wealth Advisors, LLC 0.03% Add +61.1% 3,626 $362K
DDD Partners, LLC 0.04% Add +34.5% 3,624 $361K
Integrated Wealth Concepts LLC 0.00% Reduce -7.0% 3,605 $359K
EP Wealth Advisors, LLC 0.00% Reduce -0.2% 3,591 $358K
Trust Co. of Vermont 0.02% Reduce -1.8% 3,565 $355K
Wealthcare Advisory Partners LLC 0.01% Reduce -8.4% 3,561 $355K
Sumitomo Life Insurance Co. 0.01% Reduce -11.6% 3,547 $354K
Chiron Investment Management, LLC 0.14% Add +49.5% 3,542 $353K
Empirical Finance, LLC 0.02% Reduce -6.6% 3,536 $353K
Sweet Financial Partners, LLC 0.08% No change 3,500 $349K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +5.3% 3,498 $349K
Ascentis Independent Advisors 0.07% — 3,434 $342K
Benjamin Edwards Inc. 0.06% Add +2.9% 3,361 $335K
Caitlin John, LLC 0.24% Add +9.9% 3,320 $331K
626 Financial, LLC 0.19% No change 3,309 $330K
U.S. Capital Wealth Advisors, LLC 0.01% Add +20.1% 3,309 $330K
Ieq Capital, LLC 0.00% Add +23.5% 3,301 $329K
Savant Capital, LLC 0.00% Reduce -7.5% 3,278 $327K
Focus Financial Network, Inc. 0.01% Reduce -2.1% 2,918 $324K
Point72 (DIFC) Ltd 0.03% New 3,249 $324K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% No change 3,240 $323K
TAP Consulting, LLC 0.07% Add +5.4% 3,238 $323K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -44.2% 3,236 $323K
Guardian Capital Advisors LP 0.03% Add +50.0% 3,000 $320K
V-Square Quantitative Management LLC 0.05% Add +56.5% 3,143 $313K
Baker Avenue Asset Management, LP 0.01% Add +0.3% 3,137 $313K
Wintrust Investments LLC 0.03% Reduce -5.2% 3,125 $312K
Allianz SE 0.01% Add +452.9% 3,113 $310K
Clarity Capital Partners LLC 0.19% Reduce -47.7% 3,096 $309K
Nia Impact Advisors, LLC 0.11% Reduce -4.7% 3,093 $308K
Investment Management Corp of Ontario 0.01% Add +41.2% 3,085 $308K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -3.8% 2,966 $305K
United Capital Financial Advisors, LLC 0.00% Add +24.0% 3,028 $302K
Panagora Asset Management Inc. 0.00% Reduce -67.2% 3,027 $302K
Jade Capital Advisors, LLC 0.21% New 3,000 $299K
Summit Global Investments 0.02% New 3,000 $299K
Hollencrest Capital Management 0.01% Reduce -3.5% 2,985 $298K
Larson Financial Group LLC 0.02% Add +22.8% 2,922 $291K
Groupama Asset Managment 0.00% Add +50.0% 2,921 $291K
MQS Management LLC 0.18% New 2,908 $290K
Clarus Group, Inc. 0.13% No change 2,891 $288K
Meiji Yasuda Life Insurance Co 0.01% No change 2,872 $286K
Captrust Financial Advisors 0.00% Reduce -0.0% 2,813 $280K
Left Brain Wealth Management, LLC 0.13% Add +5.6% 2,803 $279K
Pinnacle Associates Ltd. 0.00% Add +11.6% 2,800 $279K
Apexium Financial, LP 0.02% New 2,772 $276K
Founders Financial Securities LLC 0.03% Reduce -8.3% 2,750 $274K
Gateway Investment Advisers LLC 0.00% Add +35.8% 2,747 $274K
Lazard Freres Gestion S.A.S. 0.01% New 3,100 $269K
Virtue Capital Management, LLC 0.05% New 2,532 $265K
Teacher Retirement System of Texas 0.00% Reduce -23.9% 2,641 $263K
Independent Advisor Alliance 0.01% Reduce -28.5% 2,634 $263K
Perigon Wealth Management, LLC 0.01% Reduce -15.4% 2,632 $262K
Equitable Holdings, Inc. 0.00% Add +2.2% 2,565 $256K
Sender Co & Partners, Inc. 0.29% New 2,546 $254K
Sandy Spring Bank 0.01% Add +1.6% 2,545 $254K
Integrated Advisors Network LLC 0.01% New 2,543 $254K
Kestra Private Wealth Services, LLC 0.01% Add +12.6% 2,529 $252K
Transatlantique Private Wealth LLC 0.10% New 3,460 $251K
NorthCrest Asset Manangement, LLC 0.01% Add +0.2% 2,505 $250K
Cadence Bank 0.02% No change 2,461 $245K
Independent Financial Group, LLC 0.01% New 2,443 $244K
Evexia Wealth LLC 0.09% New 2,303 $241K
Horizon Investments, LLC 0.01% Add +1.1% 2,391 $238K
HighPoint Advisor Group LLC 0.01% Reduce -4.4% 2,173 $238K
Taylor & Morgan Wealth Management, LLC 0.16% Reduce -11.4% 2,335 $233K
Heck Capital Advisors, LLC 0.03% Add +0.1% 2,292 $229K
Glenmede Trust Co. NA 0.00% New 2,288 $228K
Oak Associates Ltd. 0.01% No change 2,270 $226K
Donoghue Forlines LLC 0.06% Reduce -4.3% 2,204 $220K
Bridgefront Capital, LLC 0.09% New 2,140 $213K
Greenleaf Trust 0.00% New 2,129 $212K
Cibc World Market Inc. 0.00% Reduce -76.6% 2,075 $207K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -22.8% 2,053 $205K
Canton Hathaway, LLC 0.06% Add +32.7% 2,031 $203K
New Covenant Trust Company, N.A. 0.23% No change 1,923 $203K
First Community Trust NA 0.17% No change 2,005 $200K
Parallel Advisors, LLC 0.01% Reduce -10.3% 1,949 $194K
Emerald Advisers, LLC 0.01% Reduce -21.9% 1,922 $192K
Allworth Financial LP 0.00% Reduce -11.5% 1,711 $180K
TD Waterhouse Canada Inc. 0.00% Reduce -83.1% 1,751 $170K
GAMMA Investing LLC 0.02% Reduce -0.6% 1,608 $160K
Traynor Capital Management, Inc. 0.01% New 1,582 $158K
Partnership Wealth Management, LLC 0.11% No change 1,545 $154K
Ameritas Investment Partners, Inc. 0.01% No change 1,517 $151K
Ostrum Asset Management 0.01% Reduce -7.2% 1,490 $149K
Bessemer Group Inc. 0.00% Reduce -21.8% 1,484 $148K
AdvisorNet Financial, Inc 0.01% Reduce -10.7% 1,428 $142K
CENTRAL TRUST Co 0.00% Reduce -12.2% 1,407 $140K
NFSG Corp 0.05% Add +14.0% 1,385 $138K
Westside Investment Management, Inc. 0.03% No change 1,350 $135K
Centaurus Financial, Inc. 0.01% Add +10.2% 1,280 $128K
WR Wealth Planners, LLC 0.03% No change 1,125 $112K
Pension & Wealth Management Advisors, Inc. 0.06% No change 1,100 $110K
Rakuten Securities, Inc. 0.04% Add +11.1% 1,004 $100K
Signaturefd, LLC 0.00% Add +18.3% 956 $95K
Optimum Investment Advisors 0.04% Add +533.3% 950 $95K
Nemes Rush Group LLC 0.01% No change 909 $91K
Farther Finance Advisors, LLC 0.00% Add +13.4% 911 $89K
Coppell Advisory Solutions LLC 0.01% — 866 $86K
Plato Investment Management Ltd 0.01% No change 862 $86K
CoreCap Advisors, LLC 0.01% Reduce -13.7% 861 $86K
Harbour Investments, Inc. 0.00% Add +0.3% 858 $86K
SouthState Bank Corp 0.01% Reduce -23.8% 800 $80K
Paradigm Asset Management Co. LLC 0.02% New 700 $70K
Lazard Asset Management LLC 0.00% Reduce -83.3% 687 $67K
Itau Unibanco Holding S.A. 0.00% Add +165.6% 664 $66K
Elevation Wealth Partners, LLC 0.03% No change 650 $65K
Archer Investment Corp 0.02% No change 650 $65K
Creative Financial Designs Inc. 0.01% No change 646 $64K
Mather Group, Llc. 0.00% Add +1727.6% 530 $64K
Penserra Capital Management LLC 0.00% Add +1.0% 619 $62K
Global Retirement Partners, LLC 0.00% Add +4.4% 598 $60K
Sentry Investment Management LLC 0.03% Reduce -17.0% 592 $59K
Family Firm, Inc. 0.01% New 546 $54K
Lindbrook Capital, LLC 0.00% Add +21.8% 520 $52K
Atticus Wealth Management, LLC 0.02% No change 466 $46K
AlphaQuest LLC 0.01% Add +11525.0% 465 $46K
Huntington National Bank 0.00% Add +12.8% 432 $43K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.5% 425 $42K
Brown Brothers Harriman & Co. 0.00% Reduce -8.2% 424 $42K
Cromwell Holdings LLC 0.03% — 420 $42K
Concourse Financial Group Securities, Inc. 0.00% Add +55.9% 413 $41K
Alta Advisers Ltd 0.02% No change 400 $40K
Principal Securities, Inc. 0.00% Reduce -1.0% 388 $39K
Caldwell Sutter Capital, Inc. 0.02% Add +20.5% 364 $36K
Parkside Financial Bank & Trust 0.01% Add +17.5% 362 $36K
Hall Laurie J Trustee 0.01% No change 365 $36K
Quadrant Capital Group LLC 0.00% Add +54.6% 354 $35K
Harvest Fund Management Co., Ltd 0.00% New 337 $34K
Addison Advisors LLC 0.01% Reduce -22.3% 327 $33K
Cyrus J. Lawrence, LLC 0.01% No change 328 $32K
Exchange Traded Concepts, LLC 0.00% Reduce -77.9% 299 $30K
Rothschild Investment LLC 0.00% Add +82.8% 276 $28K
Carmichael Hill & Associates, Inc. 0.01% No change 270 $27K
Armstrong Advisory Group, Inc. 0.00% Add +296.9% 258 $26K
Blue Trust, Inc. 0.00% Add +62.0% 209 $25K
Geneos Wealth Management Inc. 0.00% No change 250 $25K
TD Private Client Wealth LLC 0.00% Reduce -5.4% 209 $21K
CVA Family Office, LLC 0.00% Add +10.8% 205 $20K
Spire Wealth Management 0.00% Reduce -10.3% 201 $20K
Park Place Capital Corp 0.01% New 200 $20K
Ramirez Asset Management, Inc. 0.00% No change 200 $20K
Bogart Wealth, LLC 0.00% No change 200 $20K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 200 $20K
First Horizon Advisors, Inc. 0.00% Reduce -21.7% 184 $18K
IFP Advisors, Inc 0.00% Reduce -89.5% 181 $18K
Smartleaf Asset Management LLC 0.00% Add +58.6% 157 $17K
Summit Securities Group LLC 0.01% New 149 $15K
Liberty One Investment Management, LLC 0.00% Reduce -2.7% 146 $15K
WealthCollab, LLC 0.01% No change 150 $15K
McIlrath & Eck, LLC 0.00% No change 150 $15K
Center for Financial Planning, Inc. 0.00% Add +2316.7% 145 $14K
Sunbelt Securities, Inc. 0.00% No change 144 $14K
Riverview Trust Co 0.01% No change 142 $14K
Covestor Ltd 0.01% Add +35.0% 139 $14K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -97.5% 140 $14K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +20.9% 139 $13K
Venturi Wealth Management, LLC 0.00% Add +445.8% 131 $13K
CGC Financial Services, LLC 0.01% No change 127 $13K
EverSource Wealth Advisors, LLC 0.00% Reduce -3.6% 108 $12K
TFC Financial Management, Inc. 0.00% Reduce -0.8% 123 $12K
Baldwin Wealth Partners LLC 0.00% Add +3.5% 119 $12K
Rise Advisors, LLC 0.01% No change 117 $12K
Whittier Trust Co. 0.00% Add +1.8% 115 $11K
Arlington Trust Co LLC 0.00% Reduce -32.3% 113 $11K
GPS Wealth Strategies Group, LLC 0.00% Add +48.0% 111 $11K
Clearstead Trust, LLC 0.00% No change 110 $11K
HHM Wealth Advisors, LLC 0.00% New 105 $10K
Tyler-Stone Wealth Management 0.00% No change 100 $10K
USCF Advisers LLC 1.00% No change 100 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 100 $10K
MV Capital Management, Inc. 0.00% Reduce -66.3% 94 $9K
Farmers & Merchants Investments Inc. 0.00% No change 91 $9K
Arax Advisory Partners 0.00% New 87 $9K
Millburn Ridgefield LLC 0.00% Add +7.6% 85 $8K
Catalyst Capital Advisors LLC 0.00% Add +7.6% 85 $8K
RFP Financial Group LLC 0.00% Reduce -43.9% 83 $8K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 89 $8K
GW&K Investment Management, LLC 0.00% Add +39.3% 85 $8K
Lowe Wealth Advisors, LLC 0.00% No change 75 $7K
Piscataqua Savings Bank 0.01% Reduce -57.1% 75 $7K
Zions Bancorporation, N.A. 0.00% Add +100.0% 70 $7K
Tidemark, LLC 0.00% Reduce -44.3% 54 $5K
Versant Capital Management, Inc 0.00% New 52 $5K
BBJS Financial Advisors, LLC 0.00% No change 50 $5K
Janiczek Wealth Management, LLC 0.00% No change 50 $5K
Pacifica Partners Inc. 0.00% No change 50 $5K
PayPay Securities Corp 0.38% Add +7.0% 46 $5K
Gilliland Jeter Wealth Management LLC 0.00% New 46 $5K
Beaird Harris Wealth Management, LLC 0.00% Add +33.3% 40 $4K
Asset Dedication, LLC 0.00% No change 38 $4K
St Germain D J Co. Inc. 0.00% No change 35 $3K
UMB Bank, n.a. 0.00% Add +32.0% 33 $3K
Wetzel Investment Advisors, Inc. 0.00% No change 25 $3K
Strengthening Families & Communities, LLC 0.00% Reduce -50.0% 30 $3K
GHP Investment Advisors, Inc. 0.00% No change 30 $3K
Raleigh Capital Management Inc. 0.00% Add +100.0% 30 $3K
Ancora Advisors LLC 0.00% No change 30 $3K
City State Bank 0.00% No change 29 $3K
Barrett & Company, Inc. 0.00% No change 25 $2K
Independence Bank of Kentucky 0.00% No change 25 $2K
Bell Investment Advisors, Inc 0.00% Add +26.3% 24 $2K
Assetmark, Inc. 0.00% New 24 $2K
Sachetta, LLC 0.00% Add +133.3% 21 $2K
Abich Financial Wealth Management LLC 0.00% Add +1000.0% 22 $2K
Abound Wealth Management 0.00% No change 21 $2K
Prestige Wealth Management Group LLC 0.00% No change 21 $2K
Continuum Advisory, LLC 0.00% Reduce -25.0% 21 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 21 $2K
Avion Wealth 0.00% Add +21.1% 23 $2K
Manchester Capital Management LLC 0.00% Reduce -91.0% 20 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 20 $2K
American National Bank & Trust 0.00% New 20 $2K
JFS Wealth Advisors, LLC 0.00% No change 18 $2K
Highline Wealth Partners LLC 0.00% No change 17 $2K
Gen-Wealth Partners Inc 0.00% No change 16 $2K
Dunhill Financial, LLC 0.00% Add +23.1% 16 $2K
SJS Investment Consulting Inc. 0.00% Reduce -6.3% 15 $1K
Anchor Investment Management, LLC 0.00% Add +50.0% 15 $1K
DT Investment Partners, LLC 0.00% No change 15 $1K
Salem Investment Counselors Inc. 0.00% No change 15 $1K
Raffa Wealth Management, LLC 0.00% No change 14 $1K
Unique Wealth Strategies, LLC 0.00% New 11 $1K
Fortitude Family Office, LLC 0.00% Add +8.3% 13 $1K
Quent Capital, LLC 0.00% Reduce -79.7% 13 $1K
Nvwm, LLC 0.00% Reduce -26.7% 11 $1K
HBC Financial Services, PLLC 0.00% No change 15 $1K
Coston, McIsaac & Partners 0.00% No change 12 $1K
Valley National Advisers Inc. 0.00% No change 15 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -42.3% 15 $1K
Delos Wealth Advisors, LLC 0.00% No change 8 $798
MCF Advisors LLC 0.00% No change 8 $798
Opal Wealth Advisors, LLC 0.00% New 7 $698
Trifecta Capital Advisors, LLC 0.00% Reduce -95.9% 7 $698
Whittier Trust Co. of Nevada Inc. 0.00% No change 7 $697
DiNuzzo Private Wealth, Inc. 0.00% Add +20.0% 6 $599
Financial Network Wealth Advisors LLC 0.00% New 6 $598
Gradient Investments LLC 0.00% No change 6 $598
Carolinas Wealth Consulting LLC 0.00% No change 5 $499
Innealta Capital, LLC 0.00% New 4 $399
Core Alternative Capital 0.00% No change 4 $399
Avior Wealth Management, LLC 0.00% Reduce -87.1% 4 $398
Cape Investment Advisory, Inc. 0.00% No change 3 $299
Riggs Asset Managment Co. Inc. 0.00% New 2 $200
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $200
True Wealth Design, LLC 0.00% No change 2 $200
Valued Wealth Advisors LLC 0.00% No change 1 $100
WestEnd Advisors, LLC 0.00% No change 1 $100
Harbor Investment Advisory, LLC 0.00% New 1 $100
Westend Capital Management, LLC 0.00% New 1 $97

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