Enphase EnergyENPH

13F holders, Q3 2024 (September 30)
733holders +17
87new positions
74sold out
7famous investors
$112.88avg. 13F price*

At the end of Q3 2024, 733 institutions reported holding Enphase Energy Inc. (ENPH) in their 13F filings, up 17 from Q2 2024. 87 opened new positions and 74 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.8B) and Baillie Gifford & Co. ($716.9M). 7 famous investors held it, including Philippe Laffont (0.4% of Coatue Management's portfolio), Jeremy Grantham (0.2% of GMO's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions87$185.4M
Exits74$257.0M

All 13F filers, Q2 2024 → Q3 2024: 9,671,556 shares bought and 7,791,986 shares sold, net +1,879,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 733 holders

Vanguard Group Inc. 0.03% Add +2.2% 16,491,436 $1.9B
BlackRock, Inc. 0.04% — 15,849,026 $1.8B
Baillie Gifford & Co. 0.54% Add +0.9% 6,343,099 $716.9M
State Street Corp. 0.03% Add +1.1% 5,961,764 $673.8M
Swedbank AB 0.50% Add +0.3% 3,463,475 $391.4M
Wellington Management Group LLP 0.07% Add +0.8% 3,402,796 $384.6M
Geode Capital Management, LLC 0.03% Add +0.6% 3,382,316 $381.0M
Invesco Ltd. 0.07% Add +10.8% 3,178,887 $359.3M
Goldman Sachs Group Inc. 0.07% Add +42.3% 3,164,901 $357.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +6.5% 2,350,108 $265.6M
Morgan Stanley 0.01% Reduce -10.8% 1,577,218 $178.3M
Legal & General Group Plc 0.04% Add +15.8% 1,469,765 $166.1M
JPMorgan Chase & Co. 0.01% Add +37.1% 1,255,286 $141.9M
Northern Trust Corp. 0.02% Reduce -9.6% 1,184,310 $133.9M
Amundi 0.05% Reduce -15.2% 1,194,415 $129.9M
Schroder Investment Management Group 0.13% Add +16.4% 1,119,497 $126.5M
First Trust Advisors LP 0.11% Add +3.6% 1,056,444 $119.4M
FMR LLC 0.01% Add +5.7% 1,036,699 $117.2M
Nordea Investment Management AB 0.12% Reduce -6.1% 956,221 $108.8M
Coatue Management 0.40% No change 960,700 $108.6M
Charles Schwab Investment Management Inc. 0.02% Add +1.9% 880,340 $99.5M
Montrusco Bolton Investments Inc. 1.05% Add +93.4% 878,558 $99.3M
Mariner, LLC 0.17% Reduce -2.3% 859,315 $97.1M
Alyeska Investment Group, L.P. 0.48% Add +731.0% 831,043 $93.9M
Two Sigma Investments, LP 0.21% Add +115.9% 795,652 $89.9M
Bank of New York Mellon Corp 0.02% Reduce -5.3% 795,353 $89.9M
Thrivent Financial for Lutherans 0.16% Reduce -11.1% 735,360 $83.1M
Handelsbanken Fonder AB 0.32% Add +71.0% 714,364 $80.7M
HSBC Holdings PLC 0.05% Add +5.3% 658,732 $74.4M
Deutsche Bank AG 0.03% Add +24.5% 649,247 $73.4M
American Century Companies Inc. 0.04% Add +68.2% 631,688 $71.4M
Mirova US LLC 0.76% Add +1.1% 585,488 $66.2M
UniSuper Management Pty Ltd 0.49% Add +0.1% 580,940 $65.7M
Aberdeen Group plc 0.12% Add +37.0% 571,481 $64.7M
Barclays PLC 0.03% Add +40.4% 524,686 $59.3M
Dimensional Fund Advisors LP 0.01% Add +3.7% 509,234 $57.6M
DNB Asset Management AS 0.26% Reduce -1.2% 505,851 $57.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Reduce -9.9% 499,334 $56.4M
Electron Capital Partners, LLC 2.67% Add +257.7% 490,221 $55.4M
GMO 0.17% Reduce -3.4% 481,748 $54.4M
Susquehanna International Group, LLP 0.09% Reduce -15.8% 471,313 $53.3M
Royal Bank of Canada 0.01% Reduce -11.1% 467,231 $52.8M
Two Sigma Advisers, LP 0.12% Add +168.3% 452,009 $51.1M
Nuveen Asset Management, LLC 0.01% Reduce -4.6% 446,812 $50.5M
Storebrand Asset Management As 0.16% Add +1.8% 440,136 $49.7M
Canada Pension Plan Investment Board 0.05% Reduce -13.5% 436,937 $49.4M
Aspex Management (HK) Ltd 1.28% New 428,615 $48.4M
T. Rowe Price Associates Inc. 0.01% Add +44.5% 425,073 $48.0M
Millennium Management 0.04% Add +766.2% 418,665 $47.3M
Bank of America Corp. 0.00% Add +19.9% 414,985 $46.9M
Swiss National Bank 0.03% Add +0.5% 403,800 $45.6M
BNP Paribas Financial Markets 0.04% Add +6.4% 392,056 $44.3M
UBS Group AG 0.01% Reduce -12.2% 341,460 $38.6M
Erste Asset Management GmbH 0.45% Reduce -0.0% 325,957 $37.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.2% 314,643 $35.6M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +11.9% 306,787 $34.7M
Robeco Schweiz AG 0.64% Reduce -3.2% 303,300 $34.3M
Rhumbline Advisers 0.03% Reduce -1.4% 299,976 $33.9M
Westfield Capital Management Co. LP 0.15% Reduce -0.2% 298,284 $33.7M
Norges Bank 0.00% Reduce -78.5% 293,644 $33.2M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Add +0.9% 283,426 $32.0M
Jane Street Group, LLC 0.05% Reduce -33.9% 271,533 $30.7M
National Pension Service 0.03% Reduce -1.5% 259,694 $29.4M
Principal Financial Group Inc. 0.02% Reduce -25.0% 253,116 $28.6M
Encompass Capital Advisors LLC 1.37% New 249,805 $28.2M
APG Asset Management N.V. 0.19% Reduce -25.2% 276,699 $28.0M
Verition Fund Management LLC 0.21% Add +55.2% 246,028 $27.8M
Citigroup Inc. 0.03% Reduce -18.8% 242,926 $27.5M
Choreo, LLC 0.40% Reduce -0.3% 243,842 $27.1M
California State Teachers Retirement System 0.03% Add +1.4% 231,074 $26.1M
California Public Employees Retirement System 0.02% Add +26.9% 226,924 $25.6M
Impax Asset Management Group plc 0.10% Add +15.9% 226,109 $25.6M
LBP Am SA 0.37% New 216,428 $24.5M
Allianz Asset Management GmbH 0.04% Reduce -5.0% 213,305 $24.1M
Voya Investment Management LLC 0.03% Reduce -54.0% 211,041 $23.9M
Triodos Investment Management BV 1.87% No change 209,311 $23.7M
Alliancebernstein L.P. 0.01% Add +35.0% 196,778 $22.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +3.5% 196,389 $22.2M
Clear Harbor Asset Management, LLC 1.67% Add +2.0% 178,814 $20.2M
Clearbridge Investments, LLC 0.02% Add +7.7% 178,300 $20.2M
Quintet Private Bank (Europe) S.A. 1.12% Add +34.9% 173,420 $19.6M
Ameriprise Financial Inc. 0.00% Reduce -13.6% 163,001 $18.4M
CANADA LIFE ASSURANCE Co 0.03% Add +17.1% 153,601 $17.4M
Bank of Montreal 0.01% Reduce -13.2% 145,348 $16.7M
Citadel Advisors 0.02% Reduce -40.0% 146,597 $16.6M
Atika Capital Management LLC 1.68% Add +215.4% 138,800 $15.7M
Guinness Asset Management LTD 0.29% Reduce -5.3% 136,896 $15.5M
Baird Financial Group, Inc. 0.03% Reduce -7.8% 132,563 $15.0M
Balyasny Asset Management L.P. 0.04% Add +1436.9% 131,958 $14.9M
Optiver Holding B.V. 0.38% Reduce -69.7% 131,398 $14.9M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.2% 130,399 $14.7M
Aviva PLC 0.04% Add +2.1% 129,461 $14.6M
Gilder Gagnon Howe & Co. LLC 0.17% Reduce -3.0% 129,068 $14.6M
Worldquant Millennium Advisors LLC 0.11% New 127,628 $14.4M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -2.2% 127,600 $14.4M
KBC Group NV 0.04% Add +10.0% 127,583 $14.4M
Tidal Investments LLC 0.15% Add +121.4% 122,929 $13.9M
Liberty Wealth Management LLC 2.34% Reduce -0.1% 121,895 $13.8M
Wells Fargo & Company 0.00% Add +0.2% 115,707 $13.1M
Lombard Odier Asset Management (Europe) Ltd 0.86% Add +48.6% 115,596 $13.1M
Russell Investments Group, Ltd. 0.02% Add +0.5% 115,057 $13.1M
New York State Teachers Retirement System 0.03% Reduce -5.0% 114,307 $12.9M
Calamos Wealth Management LLC 0.66% Reduce -13.8% 112,000 $12.7M
Walleye Trading LLC 0.30% Add +47.3% 111,916 $12.6M
Trexquant Investment LP 0.16% New 110,445 $12.5M
Manufacturers Life Insurance Company, The 0.01% Add +0.8% 108,340 $12.2M
National Philanthropic Trust 0.22% Reduce -0.1% 108,032 $12.2M
Clearstead Advisors, LLC 0.19% Add +129.5% 107,532 $12.2M
Federated Hermes, Inc. 0.03% Add +1.6% 102,245 $11.6M
Stifel Financial Corp. 0.01% Reduce -5.5% 101,961 $11.5M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +23.4% 99,860 $11.5M
Assenagon Asset Management S.A. 0.02% Reduce -3.6% 98,096 $11.1M
Raymond James & Associates 0.01% Add +3.9% 98,039 $11.1M
Walleye Capital LLC 0.13% Add +10.3% 96,314 $10.9M
CapitalatWork S.A. 0.34% Add +18.6% 89,334 $10.1M
LPL Financial LLC 0.00% Add +1.6% 88,807 $10.0M
DekaBank Deutsche Girozentrale 0.02% Reduce -42.4% 88,458 $9.9M
Susquehanna Portfolio Strategies, LLC 0.67% No change 86,848 $9.8M
Rockefeller Capital Management L.P. 0.03% Reduce -26.2% 86,845 $9.8M
Commonwealth Equity Services, LLC 0.01% Reduce -5.2% 85,741 $9.7M
Pictet Asset Management Holding SA 0.01% Add +12.9% 84,594 $9.6M
LMCG Investments, LLC 0.55% Add +25.6% 81,117 $9.2M
State of Wisconsin Investment Board 0.02% Reduce -16.1% 80,644 $9.1M
Alps Advisors Inc. 0.06% Reduce -6.9% 79,926 $9.0M
Prudential Financial Inc. 0.01% Reduce -2.2% 79,881 $9.0M
Danske Bank A/S 0.03% Add +0.3% 77,128 $8.7M
Schonfeld Strategic Advisors LLC 0.07% Add +1216.9% 76,641 $8.7M
New York State Common Retirement Fund 0.01% Reduce -17.6% 76,510 $8.6M
LGT Group Foundation 0.14% Reduce -15.5% 79,795 $8.6M
Pinebridge Investments, L.P. 0.06% Reduce -28.8% 76,001 $8.6M
Tairen Capital Ltd 0.30% New 102,871 $8.5M
Mirae Asset Securities (usa) Inc. 0.49% New 75,235 $8.5M
BI Asset Management Fondsmaeglerselskab A/S 0.14% Reduce -4.0% 72,780 $8.2M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.3% 72,606 $8.2M
HighTower Advisors, LLC 0.01% Add +69.0% 71,652 $8.1M
Nomura Holdings Inc. 0.06% Reduce -37.3% 71,469 $8.1M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -12.3% 69,822 $7.9M
ABN AMRO Bank N.V. 0.11% Reduce -0.0% 68,510 $7.7M
National Bank of Canada 0.01% Add +59.5% 67,720 $7.7M
Prudential PLC 0.04% Add +9.7% 65,513 $7.4M
Nomura Asset Management Co. Ltd. 0.02% Add +1.1% 64,425 $7.3M
Sphera Funds Management LTD. 1.19% Add +13.1% 64,224 $7.3M
Dnca Finance 0.63% No change 63,500 $7.2M
Korea Investment CORP 0.02% Reduce -2.4% 63,016 $7.1M
Public Employees Retirement System of Ohio 0.03% Add +4.1% 61,366 $6.9M
Group One Trading LLC 0.27% Add +95.2% 61,192 $6.9M
Van Eck Associates Corp. 0.01% Add +3.3% 87,532 $6.9M
Vontobel Holding Ltd. 0.02% Reduce -0.9% 59,795 $6.8M
TD Asset Management Inc 0.01% Add +23.2% 58,334 $6.7M
Treasurer of the State of North Carolina 0.03% Reduce -4.7% 59,224 $6.7M
Marathon Capital Management 1.60% Reduce -0.9% 57,818 $6.5M
Royal London Asset Management Ltd. 0.02% Add +9.2% 56,852 $6.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +24.9% 56,733 $6.4M
Asset Management One Co., Ltd. 0.02% Add +0.3% 54,912 $6.2M
SG Americas Securities, LLC 0.02% Add +56.8% 54,744 $6.2M
M&G PLC 0.04% Reduce -10.7% 53,582 $6.1M
Victory Capital Management Inc. 0.01% Add +0.4% 53,032 $6.0M
Rathbones Group PLC 0.03% Add +8.5% 52,695 $6.0M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -2.0% 52,600 $5.9M
Mizuho Markets Americas LLC 0.14% Add +19.1% 52,322 $5.9M
Ensign Peak Advisors, Inc 0.01% Reduce -1.7% 51,758 $5.8M
Discovery Capital Management, LLC / CT 0.72% New 51,100 $5.8M
Credit Agricole S A 0.03% Add +51.1% 50,444 $5.7M
USS Investment Management Ltd 0.04% Add +4.9% 50,171 $5.7M
Toronto Dominion Bank 0.01% Reduce -31.5% 50,115 $5.7M
State of New Jersey Common Pension Fund D 0.02% No change 49,914 $5.6M
Marshall Wace, LLP 0.01% Reduce -61.0% 49,667 $5.6M
Rafferty Asset Management, LLC 0.02% Reduce -5.4% 49,607 $5.6M
Hartline Investment Corp./ 0.70% Add +0.0% 49,365 $5.6M
D. E. Shaw & Co. 0.01% Reduce -38.8% 48,659 $5.5M
RPG Investment Advisory, LLC 0.76% Reduce -1.5% 47,087 $5.3M
Banco Santander, S.A. 0.06% Add +17.2% 46,503 $5.3M
Lombard Odier Asset Management (Switzerland) SA 0.43% Add +1.3% 45,110 $5.1M
Boston Common Asset Management, LLC 0.13% Reduce -2.0% 44,622 $5.0M
Resona Asset Management Co.,Ltd. 0.03% Add +0.0% 44,013 $5.0M
GTS Securities LLC 0.10% Reduce -9.0% 43,736 $4.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -16.9% 43,615 $4.9M
ProShare Advisors LLC 0.01% Reduce -3.8% 43,222 $4.9M
Natixis 0.03% Add +79.7% 41,963 $4.7M
MetLife Investment Management, LLC 0.03% Reduce -2.8% 41,143 $4.6M
Envestnet Asset Management Inc. 0.00% Reduce -7.9% 40,979 $4.6M
MassMutual Private Wealth & Trust, FSB 0.13% Add +18.0% 40,281 $4.6M
Wolverine Trading, LLC 0.12% Reduce -12.7% 39,378 $4.5M
Lingotto Investment Management LLP 0.13% No change 39,918 $4.5M
State of Michigan Retirement System 0.02% Reduce -0.8% 39,215 $4.4M
Arizona State Retirement System 0.03% Add +4.5% 38,982 $4.4M
Jefferies Financial Group Inc. 0.08% Add +158.8% 38,674 $4.4M
Achmea Investment Management B.V. 0.07% Reduce -38.9% 37,809 $4.3M
BNP Paribas 0.18% Reduce -1.4% 37,721 $4.3M
State of Tennessee, Department of Treasury 0.01% Reduce -3.6% 37,153 $4.2M
Macquarie Group Ltd. 0.00% Reduce -33.6% 36,426 $4.1M
Swiss Life Asset Management Ltd 0.05% Add +62.0% 36,381 $4.1M
Royal Fund Management, LLC 0.29% Add +97.8% 36,272 $4.1M
Quadrature Capital Ltd 0.09% Reduce -43.2% 35,711 $4.0M
Corebridge Financial, Inc. 0.02% Reduce -3.5% 35,472 $4.0M
Shelton Capital Management 0.10% Add +2.9% 35,125 $4.0M
Arosa Capital Management LP 2.80% Add +16.7% 35,000 $4.0M
Bayesian Capital Management, LP 0.46% Add +23.8% 34,886 $3.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% — 34,770 $3.9M
Xponance LLC 0.04% Reduce -1.2% 33,800 $3.8M
Forsta Ap-Fonden 0.03% Reduce -7.7% 33,700 $3.8M
Comerica Bank 0.01% Reduce -5.0% 32,795 $3.7M
Simplex Trading, LLC 0.12% New 32,231 $3.6M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 1.54% No change 32,050 $3.6M
Reynders McVeigh Capital Management, LLC 0.19% Reduce -35.6% 31,755 $3.6M
IMC-Chicago, LLC 0.10% Reduce -66.8% 31,392 $3.5M
J. Safra Sarasin Holding AG 0.06% Reduce -6.2% 30,279 $3.4M
Fulton Breakefield Broenniman LLC 0.24% Reduce -3.5% 30,217 $3.4M
Axiom Advisory, LLC 0.03% New 30,100 $3.4M
Daiwa Securities Group Inc. 0.02% Add +20.1% 30,002 $3.4M
TB Alternative Assets Ltd. 0.80% No change 29,700 $3.4M
Retirement Systems of Alabama 0.01% Reduce -1.5% 29,564 $3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -1.4% 29,480 $3.3M
Fagan Associates, Inc. 0.56% Reduce -18.5% 29,465 $3.3M
IFM Investors Pty Ltd 0.03% Reduce -0.3% 29,021 $3.3M
Lane Generational LLC 3.98% Reduce -4.1% 28,280 $3.2M
Amalgamated Bank 0.03% Reduce -3.0% 28,264 $3.2M
Czech National Bank 0.03% Add +6.4% 27,586 $3.1M
Calamos Advisors LLC 0.02% Reduce -2.4% 26,794 $3.0M
Cohen & Steers, Inc. 0.01% Add +9.5% 25,896 $2.9M
Bank Pictet & Cie (Europe) AG 0.07% Reduce -2.8% 25,680 $2.9M
Quaero Capital S.A. 5.45% Add +30.5% 25,395 $2.9M
CI Investments Inc. 0.01% Reduce -3.4% 25,364 $2.9M
Guggenheim Capital LLC 0.02% Reduce -6.4% 25,025 $2.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +11.4% 24,862 $2.8M
Leonteq Securities AG 0.33% Reduce -18.9% 24,554 $2.8M
Neuberger Berman Group LLC 0.00% Add +7.6% 24,547 $2.8M
OMERS ADMINISTRATION Corp 0.03% Add +2.5% 24,479 $2.8M
Mirova 0.47% No change 24,149 $2.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.4% 23,956 $2.7M
Cetera Investment Advisers 0.01% Add +1.2% 23,501 $2.7M
Kimelman & Baird, LLC 0.21% Reduce -4.7% 23,273 $2.6M
MML Investors Services, LLC 0.01% Add +24.1% 23,229 $2.6M
Evergreen Private Wealth LLC 1.20% Reduce -0.9% 22,980 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -12.7% 22,700 $2.6M
BlueDrive Global Investors LLP 2.97% No change 22,443 $2.5M
Duff & Phelps Investment Management Co. 0.03% Add +40.6% 22,427 $2.5M
Utah Retirement Systems 0.03% No change 21,727 $2.5M
Sterling Capital Management LLC 0.03% — 21,705 $2.5M
Osaic Holdings, Inc. 0.01% Reduce -20.9% 21,701 $2.5M
Mandatum Life Insurance Co Ltd 0.75% No change 21,517 $2.4M
Great Valley Advisor Group, Inc. 0.06% Add +15.8% 21,179 $2.4M
New York Life Investment Management LLC 0.02% Reduce -1.6% 20,820 $2.4M
Bank of Nova Scotia 0.00% Reduce -39.5% 20,604 $2.3M
North Star Investment Management Corp. 0.16% No change 20,250 $2.3M
CIBC Asset Management Inc 0.01% Add +7.8% 20,158 $2.3M
Mediolanum International Funds Ltd 0.03% Reduce -69.5% 19,812 $2.3M
Oddo BHF Asset Management Sas 0.11% — 20,025 $2.3M
Advent Capital Management 3.85% Reduce -42.9% 20,000 $2.3M
Viking Fund Management LLC 0.37% No change 20,000 $2.3M
Nicola Wealth Management LTD. 0.18% Reduce -13.0% 20,000 $2.3M
LGT Fund Management Co Ltd. 0.23% Add +20.6% 20,500 $2.2M
North Star Asset Management Inc. 0.10% Reduce -3.2% 19,242 $2.2M
Edgestream Partners, L.P. 0.09% New 18,921 $2.1M
M&T Bank Corp 0.01% Add +4.0% 18,907 $2.1M
Jones Financial Companies LLLP 0.00% Add +17.3% 18,457 $2.1M
Cibc World Markets Corp. 0.02% Add +5.1% 18,435 $2.1M
First Citizens Bank & Trust Co. 0.05% Reduce -42.6% 18,406 $2.1M
Leibman Financial Services, Inc. 1.47% Add +1.7% 18,395 $2.1M
AQR Capital Management 0.00% Reduce -81.9% 18,071 $2.0M
Firsthand Capital Management, Inc. 4.01% Reduce -93.1% 18,000 $2.0M
Metis Global Partners, LLC 0.06% Reduce -6.5% 17,675 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -41.5% 17,601 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -0.4% 17,454 $2.0M
Phoenix Financial Ltd. 0.03% Add +94.7% 17,271 $2.0M
Cabot Wealth Management Inc. 0.24% Reduce -0.3% 17,221 $1.9M
Candriam S.C.A. 0.01% Add +87.2% 17,012 $1.9M
Nissay Asset Management Corp. /Japan 0.01% Reduce -38.1% 16,854 $1.9M
Compagnie Lombard Odier SCmA 0.03% Reduce -14.0% 16,845 $1.9M
Mutual of America Capital Management LLC 0.02% Reduce -2.8% 16,674 $1.9M
HRT Financial LP 0.01% New 16,658 $1.9M
PFG Investments, LLC 0.12% Reduce -1.7% 16,607 $1.9M
Jump Financial, LLC 0.04% New 16,579 $1.9M
Andra AP-fonden 0.03% Reduce -86.7% 16,500 $1.9M
McGowan Group Asset Management, Inc. 0.25% Add +5.1% 16,351 $1.8M
Creative Planning 0.00% Add +49.7% 16,204 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +12.3% 16,085 $1.8M
State of Alaska, Department of Revenue 0.02% Add +6.6% 15,729 $1.8M
Inspire Investing, LLC 0.18% Reduce -19.1% 15,670 $1.8M
NorthCoast Asset Management LLC 0.01% Add +13.4% 17,280 $1.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -18.8% 15,359 $1.7M
Annex Advisory Services, LLC 0.05% Reduce -0.3% 15,000 $1.7M
Janus Henderson Group PLC 0.00% Add +0.9% 14,641 $1.7M
Sei Investments Co. 0.00% Reduce -16.0% 14,451 $1.6M
Banque Cantonale Vaudoise 0.07% Reduce -10.7% 14,077 $1.6M
Public Employees Retirement Association of Colorado 0.01% No change 14,070 $1.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +9833.1% 13,807 $1.6M
Bouvel Investment Partners, LLC 0.58% Reduce -1.1% 13,658 $1.5M
Y.D. More Investments Ltd 0.16% Add +0.3% 13,540 $1.5M
AI-Squared Management Ltd 1.76% Reduce -27.0% 13,500 $1.5M
LifePro Asset Management 0.91% Reduce -60.5% 13,158 $1.5M
Commons Capital, LLC 1.62% Add +2.3% 12,977 $1.5M
Intellectus Partners, LLC 0.38% Add +19.6% 12,927 $1.5M
Keybank National Association 0.01% Reduce -0.2% 12,912 $1.5M
SCP Investment, LP 1.04% No change 12,688 $1.4M
Stamos Capital Partners, L.P. 0.34% Reduce -28.6% 12,650 $1.4M
SpiderRock Advisors, LLC 0.03% Reduce -0.1% 12,636 $1.4M
Pathstone Holdings, LLC 0.01% Add +10.3% 12,405 $1.4M
Elo Mutual Pension Insurance Co 0.03% Add +3.3% 12,085 $1.4M
Mount Vernon Associates Inc. 1.08% Add +6.6% 12,055 $1.4M
Cresset Asset Management, LLC 0.01% Add +0.5% 12,000 $1.4M
Marex Group Ltd 0.03% Add +71.5% 11,873 $1.3M
Oregon Public Employees Retirement Fund 0.02% Reduce -0.9% 11,581 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -6.7% 11,506 $1.3M
Qsemble Capital Management, LP 0.24% New 11,370 $1.3M
Stiles Financial Services Inc 0.45% Reduce -1.1% 11,350 $1.3M
Harbor Capital Advisors, Inc. 0.06% New 11,264 $1.3M
Natixis Advisors, LLC 0.00% Add +4.3% 11,261 $1.3M
PEAK6 Investments LLC 0.06% New 11,115 $1.3M
Bokf, NA 0.02% Add +0.1% 11,666 $1.2M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.79% Add +10.0% 11,000 $1.2M
Cerity Partners LLC 0.00% Add +102.6% 10,988 $1.2M
Corient Private Wealth LP 0.00% Reduce -18.6% 10,984 $1.2M
Gulf International Bank (UK) Ltd 0.03% Reduce -3.4% 10,977 $1.2M
Profund Advisors LLC 0.05% Reduce -11.1% 10,964 $1.2M
Vanguard Personalized Indexing Management, LLC 0.02% Add +12.6% 10,798 $1.2M
Abn Amro Investment Solutions 0.02% Add +27.3% 10,636 $1.2M
Andrew Hill Investment Advisors, Inc. 0.89% New 10,541 $1.2M
Abacus FCF Advisors LLC 0.28% Reduce -10.3% 10,518 $1.2M
Ossiam 0.02% Reduce -82.5% 10,497 $1.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 14,571 $1.2M
Ashburton (Jersey) Ltd 0.43% Add +13.3% 10,611 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -66.2% 10,295 $1.2M
Essex Investment Management Co. LLC 0.20% Reduce -1.8% 10,261 $1.2M
Gould Capital, LLC 0.76% Add +2.1% 10,206 $1.2M
Pacer Advisors, Inc. 0.00% Add +4.7% 10,183 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.4% 10,102 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.6% 10,067 $1.1M
Signal Advisors Wealth, LLC 0.16% New 10,033 $1.1M
Robeco Institutional Asset Management B.V. 0.00% Reduce -44.5% 10,005 $1.1M
KCM Investment Advisors LLC 0.04% Add +0.1% 9,990 $1.1M
Ethic Inc. 0.03% Reduce -0.3% 9,301 $1.1M
Interval Partners, LP 0.03% Add +65.6% 9,854 $1.1M
Westpac Banking Corp. 0.07% Add +32.8% 9,615 $1.1M
Front Row Advisors LLC 0.39% Add +1.9% 9,556 $1.1M
Quantinno Capital Management LP 0.01% Reduce -27.1% 9,503 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -14.3% 16,149 $1.1M
Advisors Asset Management, Inc. 0.02% Add +15.9% 9,437 $1.1M
Kentucky Retirement Systems 0.03% Reduce -8.0% 9,434 $1.1M
Eastern Bank 0.02% New 9,425 $1.1M
Cynosure Group, LLC 0.15% Add +58.3% 9,380 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +128.4% 9,074 $1.0M
Atria Wealth Solutions, Inc. 0.01% Reduce -2.0% 8,956 $1.0M
ING Groep NV 0.01% Reduce -92.1% 8,945 $1.0M
NewEdge Advisors, LLC 0.01% Add +5.5% 8,923 $1.0M
Albion Financial Group 0.07% Reduce -0.1% 8,906 $1.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.10% No change 8,903 $1.0M
DAVENPORT & Co LLC 0.01% Add +1.2% 8,902 $1.0M
Capstone Investment Advisors, LLC 0.03% Reduce -48.9% 8,849 $1.0M
Oppenheimer & Co. Inc. 0.02% Add +6.0% 8,783 $993K
Mizuho Securities USA LLC 0.02% Reduce -16.3% 8,781 $992K
Bedell Frazier Investment Counselling, LLC 0.24% Add +10.1% 8,727 $986K
Axq Capital, LP 0.30% New 8,720 $986K
Wealthfront Advisers LLC 0.00% Add +16.1% 8,653 $978K
Steward Partners Investment Advisory, LLC 0.01% Reduce -17.6% 8,568 $968K
Cim Investment Management Inc. 0.29% Reduce -3.0% 8,564 $968K
Tandem Capital Management Corp. 0.51% No change 8,556 $967K
Hartford Investment Management Co. 0.03% Reduce -2.2% 8,521 $963K
Franklin Resources Inc. 0.00% Reduce -71.4% 9,440 $958K
Bailard, Inc. 0.02% Add +2.6% 8,405 $950K
US Bancorp \de 0.00% Reduce -4.5% 8,387 $948K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.3% 8,052 $910K
Two Sigma Securities, LLC 0.07% Reduce -84.0% 8,025 $907K
Ingalls & Snyder LLC 0.03% Add +4.2% 7,869 $889K
Rakuten Investment Management, Inc. 0.01% Add +32.8% 7,685 $884K
Louisiana State Employees Retirement System 0.02% Reduce -1.3% 7,600 $859K
Maryland State Retirement & Pension System 0.02% Reduce -27.0% 7,514 $849K
Avantax Advisory Services, Inc. 0.01% Reduce -9.0% 7,474 $845K
SeaCrest Wealth Management, LLC 0.09% Reduce -5.8% 7,442 $841K
United Asset Strategies, Inc. 0.08% Add +12.8% 7,331 $829K
AustralianSuper Pty Ltd 0.00% Add +70.8% 7,319 $827K
Securian Asset Management, Inc. 0.02% Reduce -5.2% 7,308 $826K
Mackenzie Financial Corp. 0.00% Reduce -11.7% 7,286 $823K
Green Alpha Advisors, LLC 0.63% Add +1.4% 7,148 $808K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -18.5% 7,020 $804K
Wealth Enhancement Advisory Services, LLC 0.00% Add +19.4% 7,111 $804K
Brown Advisory Inc. 0.00% Add +1.7% 7,072 $799K
Fermata Advisors, LLC 0.16% No change 7,070 $799K
Boothbay Fund Management, LLC 0.03% New 7,001 $791K
Maxi Investments CY Ltd 0.21% No change 7,000 $791K
Main Management ETF Advisors, LLC 0.04% New 6,984 $789K
Man Group plc 0.00% Add +60.9% 6,943 $785K
Dudley & Shanley, Inc. 0.12% Reduce -73.9% 6,800 $769K
Emerald Advisers, LLC 0.03% Add +252.2% 6,770 $765K
Engineers Gate Manager LP 0.01% Add +7.0% 6,731 $761K
Wambolt & Associates, LLC 0.21% Reduce -4.1% 6,823 $759K
New Mexico Educational Retirement Board 0.03% Reduce -2.9% 6,700 $757K
Cidel Asset Management Inc. 0.05% Add +5.8% 6,639 $750K
CTC LLC 0.03% New 6,521 $737K
STRS Ohio 0.00% New 6,507 $735K
Investment Management Corp of Ontario 0.02% Add +106.8% 6,379 $721K
TriaGen Wealth Management LLC 0.24% No change 6,360 $719K
VitalStone Financial, LLC 0.49% Reduce -3.5% 6,334 $716K
MN Wealth Advisors, LLC 0.40% Add +18.2% 6,281 $710K
Private Advisor Group, LLC 0.00% Reduce -67.8% 6,129 $693K
Gotham Asset Management 0.01% Add +12.4% 6,103 $690K
Janney Montgomery Scott LLC 0.00% Add +15.8% 6,072 $686K
Leavell Investment Management, Inc. 0.03% Add +0.8% 6,064 $685K
Natixis Investment Managers International 0.05% Reduce -0.5% 6,033 $682K
Public Sector Pension Investment Board 0.00% Add +11.5% 5,821 $658K
E. Ohman J:or Asset Management AB 0.02% No change 5,800 $656K
Mirador Capital Partners LP 0.12% Add +8.9% 5,698 $644K
Fifth Third Bancorp 0.00% Reduce -2.5% 5,547 $627K
Lazard Asset Management LLC 0.00% Add +694.3% 5,457 $616K
Norinchukin Bank, The 0.01% Add +14.5% 5,426 $613K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.7% 5,382 $608K
CIBC Private Wealth Group LLC 0.00% Reduce -32.0% 5,304 $599K
Federation des caisses Desjardins du Quebec 0.00% Add +0.9% 5,205 $588K
Wedbush Securities Inc. 0.02% Reduce -4.0% 5,143 $581K
Mizuho Markets Cayman LP 2.55% Add +1.4% 5,103 $577K
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 5,063 $572K
B. Metzler seel. Sohn & Co. AG 0.01% Add +56.5% 5,063 $572K
Ionic Capital Management LLC 0.50% Reduce -25.6% 5,000 $565K
Jade Capital Advisors, LLC 0.37% Add +66.7% 5,000 $565K
Waycross Investment Management Co 0.52% Reduce -3.3% 4,957 $560K
Nia Impact Advisors, LLC 0.19% Add +59.6% 4,938 $558K
Mercer Global Advisors Inc. 0.00% Add +17.8% 4,980 $554K
Cwm, LLC 0.00% Reduce -12.4% 4,861 $549K
Centiva Capital, LP 0.02% Reduce -53.3% 4,811 $544K
Kestra Advisory Services, LLC 0.00% Add +9.1% 4,811 $544K
Guinness Atkinson Asset Management Inc 0.26% Reduce -1.9% 4,780 $540K
Commerce Bank 0.00% Add +8.8% 4,731 $535K
NEOS Investment Management LLC 0.02% Add +21.2% 4,648 $525K
Resources Management Corp. /CT/ 0.07% Add +6.8% 4,542 $513K
Redwood Wealth Management Group, LLC 0.25% Reduce -4.8% 4,488 $507K
Columbia Asset Management 0.09% Reduce -17.8% 4,415 $499K
Blair William & Co. 0.00% Reduce -15.3% 4,413 $499K
Harbert Fund Advisors, LLC 0.40% New 4,375 $494K
J.P. Marvel Investment Advisors, LLC 0.08% Reduce -0.6% 4,369 $494K
Slow Capital, Inc. 0.08% Reduce -31.9% 4,337 $490K
Virtu Financial LLC 0.03% Reduce -73.5% 4,318 $488K
Seven Eight Capital, LP 0.04% Reduce -60.8% 4,311 $487K
American Trust Investment Advisors, LLC 0.20% Reduce -6.7% 4,310 $487K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.9% 4,292 $485K
Unique Wealth Strategies, LLC 0.20% Add +38100.0% 4,202 $475K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +1.5% 4,179 $472K
Martin Capital Advisors, LLP 0.34% Add +5.1% 4,174 $472K
APG Asset Management US Inc. 0.00% New 4,154 $462K
AXA S.A. 0.00% New 4,051 $458K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -8.7% 4,009 $453K
Dark Forest Capital Management LP 0.06% Add +6.2% 3,954 $447K
Financial Advocates Investment Management 0.03% Reduce -15.5% 3,928 $444K
Squarepoint Ops LLC 0.00% Reduce -97.0% 3,913 $442K
Inceptionr LLC 0.11% New 3,874 $438K
CoreCommodity Management, LLC 0.08% Reduce -31.2% 3,828 $433K
Element Pointe Advisors, LLC 0.10% New 3,774 $427K
First Trust Direct Indexing L.P. 0.02% Reduce -0.1% 3,759 $425K
V-Square Quantitative Management LLC 0.06% Add +19.5% 3,755 $424K
Pier Capital, LLC 0.06% New 3,750 $424K
Lazard Freres Gestion S.A.S. 0.01% Add +20.0% 3,720 $420K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -19.3% 3,727 $419K
Harvest Portfolios Group Inc. 0.01% Reduce -3.1% 3,706 $419K
Shay Capital LLC 0.12% New 3,675 $415K
Empirical Finance, LLC 0.02% Add +3.9% 3,673 $415K
Van Hulzen Asset Management, LLC 0.03% Reduce -54.1% 3,647 $412K
Creekside Partners 0.21% No change 3,627 $410K
Ascentis Independent Advisors 0.06% Add +5.0% 3,607 $408K
Wealthcare Advisory Partners LLC 0.01% Add +0.8% 3,589 $406K
CX Institutional 0.02% Reduce -1.8% 3,587 $405K
Sumitomo Life Insurance Co. 0.01% Add +0.9% 3,579 $404K
Trust Co. of Vermont 0.02% No change 3,565 $403K
Hoey Investments, Inc. 0.08% No change 4,038 $403K
EP Wealth Advisors, LLC 0.00% Reduce -0.8% 3,561 $402K
Nisa Investment Advisors, LLC 0.00% Reduce -33.9% 3,554 $402K
U.S. Capital Wealth Advisors, LLC 0.01% Add +7.2% 3,546 $401K
L & S Advisors Inc 0.05% New 3,520 $398K
Sweet Financial Partners, LLC 0.09% No change 3,500 $396K
AlphaQuest LLC 0.03% Add +646.5% 3,471 $392K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -1.7% 3,438 $389K
Credit Capital Investments LLC 0.48% New 3,400 $384K
Applied Finance Capital Management, LLC 0.02% Reduce -12.6% 3,397 $384K
First Pacific Financial 0.09% New 3,367 $381K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.14% Add +3.7% 3,360 $380K
Bison Wealth, LLC 0.06% Reduce -10.6% 3,342 $378K
TAP Consulting, LLC 0.07% Reduce -0.4% 3,226 $365K
IHT Wealth Management, LLC 0.01% Reduce -12.7% 3,261 $364K
Teza Capital Management LLC 0.04% Reduce -30.9% 3,161 $357K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +5.2% 3,119 $354K
Altfest L J & Co. Inc. 0.05% New 3,022 $342K
Panagora Asset Management Inc. 0.00% Reduce -0.0% 3,026 $342K
Cibc World Market Inc. 0.00% Add +44.9% 3,007 $340K
626 Financial, LLC 0.19% Reduce -9.3% 3,000 $339K
Baader Bank Aktiengesellschaft 0.03% Reduce -48.1% 3,000 $339K
Focus Financial Network, Inc. 0.01% Add +1.2% 2,952 $334K
Baker Avenue Asset Management, LP 0.01% Reduce -6.2% 2,944 $333K
Saturna Capital Corp. 0.00% Reduce -39.8% 2,910 $329K
Clarus Group, Inc. 0.14% No change 2,891 $327K
Left Brain Wealth Management, LLC 0.15% Add +3.0% 2,886 $326K
Hollencrest Capital Management 0.01% Reduce -3.4% 2,885 $326K
Meiji Yasuda Life Insurance Co 0.01% No change 2,872 $325K
Evexia Wealth LLC 0.11% Add +30.9% 3,014 $321K
Apexium Financial, LP 0.02% No change 2,772 $313K
Savant Capital, LLC 0.00% Reduce -15.8% 2,760 $312K
Ieq Capital, LLC 0.00% Reduce -16.5% 2,757 $312K
Exchange Traded Concepts, LLC 0.01% Add +821.7% 2,756 $311K
Vestcor Inc 0.01% Reduce -62.3% 2,752 $311K
Founders Financial Securities LLC 0.03% Reduce -2.7% 2,675 $302K
Equitable Holdings, Inc. 0.00% Add +3.2% 2,646 $299K
Fiduciary Trust Co 0.00% Reduce -29.1% 2,636 $298K
Perigon Wealth Management, LLC 0.01% Reduce -0.7% 2,614 $295K
Peapack Gladstone Financial Corp. 0.00% New 2,583 $292K
Kingswood Wealth Advisors, LLC 0.02% Reduce -29.0% 2,574 $292K
Transatlantique Private Wealth LLC 0.11% Reduce -25.5% 2,577 $291K
Donoghue Forlines LLC 0.08% Add +16.7% 2,573 $291K
Virtue Capital Management, LLC 0.06% No change 2,532 $286K
HB Wealth Management, LLC 0.00% New 2,528 $286K
Sandy Spring Bank 0.01% Reduce -1.0% 2,520 $285K
Bradley Foster & Sargent Inc. 0.00% New 2,519 $285K
NorthCrest Asset Manangement, LLC 0.01% No change 2,505 $283K
Cadence Bank 0.02% No change 2,461 $278K
Flputnam Investment Management Co. 0.01% New 2,444 $276K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.4% 2,442 $276K
Afg Fiduciary Services Limited Partnership 0.18% Reduce -27.6% 2,693 $272K
NFSG Corp 0.10% Add +73.7% 2,405 $272K
Groupama Asset Managment 0.01% Add +1.9% 2,975 $270K
Independent Advisor Alliance 0.01% Reduce -9.8% 2,377 $269K
Shell Asset Management Co. 0.01% — 2,373 $268K
Scientech Research LLC 0.05% New 2,361 $267K
MBB Public Markets I LLC 0.02% Reduce -76.3% 2,340 $264K
Taylor & Morgan Wealth Management, LLC 0.18% No change 2,335 $264K
Pinnacle Associates Ltd. 0.00% Reduce -28.8% 1,995 $264K
Granahan Investment Management, LLC 0.01% New 2,331 $263K
Oak Associates Ltd. 0.02% No change 2,270 $257K
DDD Partners, LLC 0.03% Reduce -37.7% 2,258 $255K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +9.0% 2,237 $253K
Heck Capital Advisors, LLC 0.03% Reduce -2.5% 2,235 $253K
Empowered Funds, LLC 0.00% New 2,193 $248K
Sequoia Financial Advisors, LLC 0.00% New 2,151 $243K
GAMMA Investing LLC 0.02% Add +32.5% 2,130 $241K
Twin Tree Management, LP 0.01% Reduce -98.1% 2,122 $240K
Clarity Capital Partners LLC 0.14% Reduce -31.6% 2,117 $239K
Wilmington Savings Fund Society, FSB 0.00% New 2,115 $239K
Parallel Advisors, LLC 0.01% Add +8.0% 2,104 $238K
United Capital Financial Advisors, LLC 0.00% Reduce -31.6% 2,072 $234K
Benjamin Edwards Inc. 0.00% Reduce -38.6% 2,064 $233K
Caprock Group, LLC 0.01% New 2,041 $231K
Greenleaf Trust 0.00% Reduce -5.3% 2,017 $228K
OneDigital Investment Advisors LLC 0.00% New 2,008 $227K
New Covenant Trust Company, N.A. 0.21% No change 1,923 $221K
E Fund Management Co., Ltd. 0.01% New 1,949 $220K
MQS Management LLC 0.12% Reduce -33.1% 1,944 $220K
Integrated Wealth Concepts LLC 0.00% Reduce -46.3% 1,937 $219K
NewEdge Wealth, LLC 0.00% New 1,935 $219K
MMBG Investment Advisors Co. 0.02% New 1,910 $216K
Alan B Lancz & Associates, Inc. 0.20% New 1,903 $215K
Mizuho Securities Co. Ltd. 0.53% New 1,900 $215K
Sigma Planning Corp 0.01% New 1,859 $210K
Coldstream Capital Management Inc. 0.00% New 1,922 $210K
Composition Wealth, LLC 0.00% New 1,855 $210K
Scotia Capital Inc. 0.00% Reduce -91.3% 1,841 $208K
Prime Capital Investment Advisors, LLC 0.00% New 1,840 $208K
Horizon Investments, LLC 0.01% Reduce -23.2% 1,837 $208K
Motley Fool Asset Management LLC 0.01% New 1,857 $206K
Argent Financial Group, Inc. 0.02% — 1,773 $200K
Bessemer Group Inc. 0.00% Add +20.1% 1,782 $200K
Allworth Financial LP 0.00% Add +2.3% 1,750 $198K
Ostrum Asset Management 0.02% Add +12.4% 1,675 $189K
First Community Trust NA 0.14% Reduce -23.4% 1,535 $173K
TD Waterhouse Canada Inc. 0.00% Reduce -14.3% 1,501 $167K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -92.6% 1,389 $157K
CENTRAL TRUST Co 0.00% Reduce -1.4% 1,387 $157K
Ameritas Investment Partners, Inc. 0.01% Reduce -9.6% 1,372 $155K
Westside Investment Management, Inc. 0.03% No change 1,350 $153K
Partnership Wealth Management, LLC 0.10% Reduce -19.4% 1,245 $141K
Signaturefd, LLC 0.00% Add +29.7% 1,240 $140K
Centaurus Financial, Inc. 0.01% Reduce -3.8% 1,232 $139K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +500.0% 1,200 $136K
Larson Financial Group LLC 0.01% Reduce -60.5% 1,155 $131K
AdvisorNet Financial, Inc 0.01% Reduce -22.8% 1,102 $125K
Pension & Wealth Management Advisors, Inc. 0.06% No change 1,100 $124K
Farther Finance Advisors, LLC 0.00% Add +19.1% 1,085 $123K
WR Wealth Planners, LLC 0.03% Reduce -6.7% 1,050 $119K
Aquatic Capital Management LLC 0.00% New 1,000 $113K
Emerald Mutual Fund Advisers Trust 0.01% New 989 $112K
Nemes Rush Group LLC 0.02% No change 909 $110K
Optimum Investment Advisors 0.05% No change 950 $107K
MRP Capital Investments, LLC 0.09% New 880 $99K
Plato Investment Management Ltd 0.01% No change 862 $97K
Harbour Investments, Inc. 0.00% Reduce -3.1% 831 $94K
Coppell Advisory Solutions LLC 0.01% Reduce -7.5% 801 $92K
Caitlin John, LLC 0.06% Reduce -54.8% 1,500 $91K
SouthState Bank Corp 0.01% No change 800 $90K
Creative Financial Designs Inc. 0.01% Add +19.4% 771 $87K
CoreCap Advisors, LLC 0.00% Reduce -13.2% 747 $84K
Paradigm Asset Management Co. LLC 0.02% No change 700 $79K
Itau Unibanco Holding S.A. 0.00% No change 664 $75K
Rakuten Securities, Inc. 0.03% Reduce -34.0% 663 $75K
Elevation Wealth Partners, LLC 0.03% No change 650 $73K
Archer Investment Corp 0.02% No change 650 $73K
Penserra Capital Management LLC 0.00% Add +0.7% 623 $69K
Sentry Investment Management LLC 0.03% No change 592 $67K
Global Retirement Partners, LLC 0.00% Reduce -2.0% 586 $66K
GeoWealth Management, LLC 0.00% New 570 $64K
Fourpath Capital Management, LLC 0.01% New 545 $62K
Huntington National Bank 0.00% Add +20.1% 519 $59K
Concourse Financial Group Securities, Inc. 0.00% Add +21.8% 503 $57K
International Assets Investment Management, LLC 0.00% New 500 $57K
Brooklyn Investment Group 0.02% New 488 $55K
Principal Securities, Inc. 0.00% Add +24.0% 481 $54K
Atticus Wealth Management, LLC 0.02% No change 466 $53K
Lindbrook Capital, LLC 0.00% Reduce -17.5% 429 $48K
Brown Brothers Harriman & Co. 0.00% Add +0.9% 428 $48K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.5% 423 $48K
Cromwell Holdings LLC 0.03% No change 420 $47K
Addison Advisors LLC 0.01% Add +28.1% 419 $47K
Geneos Wealth Management Inc. 0.00% Add +62.8% 407 $46K
Smartleaf Asset Management LLC 0.01% Add +147.1% 388 $45K
Blue Trust, Inc. 0.00% Add +109.1% 437 $44K
Caldwell Sutter Capital, Inc. 0.02% Add +2.8% 374 $42K
Hall Laurie J Trustee 0.01% Reduce -1.4% 360 $41K
Mather Group, Llc. 0.00% Reduce -34.3% 348 $39K
Cyrus J. Lawrence, LLC 0.01% No change 328 $37K
Quarry LP 0.01% New 323 $37K
Wintrust Investments LLC 0.03% Reduce -90.0% 311 $35K
nVerses Capital, LLC 0.02% New 300 $34K
Stone House Investment Management, LLC 0.01% New 300 $34K
UMB Bank, n.a. 0.00% Add +784.9% 292 $33K
Avior Wealth Management, LLC 0.00% Add +6975.0% 283 $32K
Parkside Financial Bank & Trust 0.00% Reduce -22.4% 281 $32K
Quadrant Capital Group LLC 0.00% Reduce -24.6% 267 $30K
Carmichael Hill & Associates, Inc. 0.01% Reduce -7.4% 250 $28K
Elequin Capital, LP 0.06% New 229 $26K
Park Place Capital Corp 0.01% No change 200 $23K
Bogart Wealth, LLC 0.00% No change 200 $23K
CVA Family Office, LLC 0.00% Reduce -2.9% 199 $22K
TD Private Client Wealth LLC 0.00% Reduce -7.7% 193 $22K
First Horizon Advisors, Inc. 0.00% Add +0.5% 185 $21K
Venturi Wealth Management, LLC 0.00% Add +22.1% 160 $18K
WealthCollab, LLC 0.01% No change 150 $17K
McIlrath & Eck, LLC 0.00% No change 150 $17K
Whittier Trust Co. 0.00% Add +30.4% 150 $17K
Riverview Trust Co 0.01% Add +2.8% 146 $17K
Covestor Ltd 0.01% Add +0.7% 140 $16K
FNY Investment Advisers, LLC 0.01% New 148 $16K
IFP Advisors, Inc 0.00% Reduce -22.6% 140 $16K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -4.3% 134 $15K
Rothschild Investment LLC 0.00% Reduce -53.6% 128 $14K
CGC Financial Services, LLC 0.01% No change 127 $14K
TFC Financial Management, Inc. 0.00% No change 123 $14K
Rise Advisors, LLC 0.01% No change 117 $13K
Ashton Thomas Securities, LLC 0.00% New 117 $13K
Baldwin Wealth Partners LLC 0.00% Reduce -3.4% 115 $13K
Clearstead Trust, LLC 0.00% No change 110 $12K
GPS Wealth Strategies Group, LLC 0.00% Reduce -3.6% 107 $12K
HHM Wealth Advisors, LLC 0.00% No change 105 $12K
Millburn Ridgefield LLC 0.00% Add +20.0% 102 $12K
Catalyst Capital Advisors LLC 0.00% Add +20.0% 102 $12K
USCF Advisers LLC 1.11% No change 100 $11K
Glass Jacobson Investment Advisors llc 0.00% No change 100 $11K
Center for Financial Planning, Inc. 0.00% Reduce -31.7% 99 $11K
Versant Capital Management, Inc 0.00% Add +88.5% 98 $11K
GW&K Investment Management, LLC 0.00% Add +10.6% 94 $11K
Arax Advisory Partners 0.00% Add +11.5% 97 $11K
MV Capital Management, Inc. 0.00% No change 94 $11K
Farmers & Merchants Investments Inc. 0.00% No change 91 $10K
Jaffetilchin Investment Partners, LLC 0.00% New 89 $10K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 89 $10K
Lowe Wealth Advisors, LLC 0.00% No change 75 $8K
Zions Bancorporation, N.A. 0.00% Add +5.7% 74 $8K
Abich Financial Wealth Management LLC 0.02% Add +172.7% 60 $7K
Earned Wealth Advisors, LLC 0.00% New 59 $7K
Tidemark, LLC 0.00% No change 54 $6K
Pacifica Partners Inc. 0.00% No change 50 $6K
BBJS Financial Advisors, LLC 0.00% No change 50 $6K
NBT Bank, N.A. 0.00% New 50 $6K
Gilliland Jeter Wealth Management LLC 0.00% No change 46 $5K
Sunbelt Securities, Inc. 0.00% Reduce -69.4% 44 $5K
EverSource Wealth Advisors, LLC 0.00% Reduce -61.1% 42 $5K
Spire Wealth Management 0.00% Reduce -82.6% 35 $4K
Fortitude Family Office, LLC 0.00% Add +146.2% 32 $4K
Private Trust Co. NA 0.00% New 32 $4K
Ancora Advisors LLC 0.00% Add +6.7% 32 $4K
CoreFirst Bank & Trust 0.00% New 30 $3K
Strengthening Families & Communities, LLC 0.00% No change 30 $3K
GHP Investment Advisors, Inc. 0.00% No change 30 $3K
City State Bank 0.00% No change 29 $3K
Dunhill Financial, LLC 0.00% Add +75.0% 28 $3K
Sachetta, LLC 0.00% Add +33.3% 28 $3K
Avion Wealth 0.00% Add +21.7% 28 $3K
Capital Advisors, Ltd. LLC 0.00% Add +100.0% 30 $3K
JFS Wealth Advisors, LLC 0.00% Add +44.4% 26 $3K
Barrett & Company, Inc. 0.00% No change 25 $3K
Morton Brown Family Wealth, LLC 0.00% New 25 $3K
Independence Bank of Kentucky 0.00% No change 25 $3K
Oarsman Capital, Inc. 0.00% New 24 $3K
Assetmark, Inc. 0.00% No change 24 $3K
Abound Wealth Management 0.00% No change 21 $2K
Prestige Wealth Management Group LLC 0.00% No change 21 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 21 $2K
Manchester Capital Management LLC 0.00% No change 20 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 20 $2K
Liberty One Investment Management, LLC 0.00% Reduce -87.0% 19 $2K
SJS Investment Consulting Inc. 0.00% Add +13.3% 17 $2K
FSA Wealth Management LLC 0.00% — 17 $2K
Highline Wealth Partners LLC 0.00% No change 17 $2K
Nvwm, LLC 0.00% Add +45.5% 16 $2K
Salem Investment Counselors Inc. 0.00% No change 15 $2K
DT Investment Partners, LLC 0.00% No change 15 $2K
Anchor Investment Management, LLC 0.00% No change 15 $2K
Raffa Wealth Management, LLC 0.00% No change 14 $2K
Quent Capital, LLC 0.00% No change 13 $1K
Continuum Advisory, LLC 0.00% Add +9.5% 23 $1K
Legacy Investment Solutions, LLC 0.00% — 22 $1K
Legacy Wealth Managment, LLC 0.00% — 22 $1K
Gen-Wealth Partners Inc 0.00% No change 16 $1K
Bell Investment Advisors, Inc 0.00% Reduce -54.2% 11 $1K
Grove Bank & Trust 0.00% New 11 $1K
Raleigh Capital Management Inc. 0.00% Reduce -66.7% 10 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +50.0% 9 $1K
HBC Financial Services, PLLC 0.00% No change 15 $1K
Coston, McIsaac & Partners 0.00% No change 12 $1K
MCF Advisors LLC 0.00% No change 8 $905
Whittier Trust Co. of Nevada Inc. 0.00% No change 7 $791
PayPay Securities Corp 0.06% Reduce -87.0% 6 $678
Sound Income Strategies, LLC 0.00% New 6 $678
Riggs Asset Managment Co. Inc. 0.00% Add +150.0% 5 $566
True Wealth Design, LLC 0.00% Add +100.0% 4 $453
Carolinas Wealth Consulting LLC 0.00% Reduce -20.0% 4 $453
Core Alternative Capital 0.00% No change 4 $452
Founders Capital Management 0.00% New 3 $339
JDM Financial Group LLC 0.00% New 3 $339
Cape Investment Advisory, Inc. 0.00% No change 3 $339
1620 Investment Advisors, Inc. 0.00% New 2 $271
Cornerstone Planning Group LLC 0.00% New 3 $249
Colonial Trust Co / SC 0.00% New 2 $230
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $227
HM Payson & Co. 0.00% New 2 $227
Claris Advisors, LLC / Mo / 0.00% New 2 $226
Valued Wealth Advisors LLC 0.00% No change 1 $114
Westend Capital Management, LLC 0.00% No change 1 $113
WestEnd Advisors, LLC 0.00% No change 1 $113
Hexagon Capital Partners LLC 0.00% New 1 $113
Hemington Wealth Management 0.00% New 10 $0

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