Enphase EnergyENPH

13F holders, Q4 2024 (December 31)
625holders −108
52new positions
173sold out
6famous investors
$68.72avg. 13F price*

At the end of Q4 2024, 625 institutions reported holding Enphase Energy Inc. (ENPH) in their 13F filings, down 108 from Q3 2024. 52 opened new positions and 173 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($1.1B) and Baillie Gifford & Co. ($575.0M). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions52$123.9M
Exits173$423.6M

All 13F filers, Q3 2024 → Q4 2024: 19,823,772 shares bought and 16,609,389 shares sold, net +3,214,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 625 holders

Vanguard Group Inc. 0.02% Add +0.3% 16,536,218 $1.1B
BlackRock, Inc. 0.02% Reduce -0.5% 15,765,338 $1.1B
Baillie Gifford & Co. 0.44% Add +32.0% 8,371,790 $575.0M
State Street Corp. 0.02% Add +4.4% 6,223,881 $427.7M
Invesco Ltd. 0.06% Add +43.4% 4,557,865 $313.0M
Wellington Management Group LLP 0.05% Add +15.0% 3,913,769 $268.8M
Geode Capital Management, LLC 0.02% Add +1.4% 3,429,909 $235.0M
Swedbank AB 0.20% Reduce -33.1% 2,316,052 $159.1M
Nordea Investment Management AB 0.16% Add +131.6% 2,214,999 $155.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -6.8% 2,190,875 $150.5M
Morgan Stanley 0.01% Add +38.2% 2,179,501 $149.7M
Northern Trust Corp. 0.02% Add +40.9% 1,668,807 $114.6M
Goldman Sachs Group Inc. 0.02% Reduce -51.2% 1,543,266 $106.0M
UBS Group AG 0.02% Add +349.1% 1,533,352 $105.3M
Schroder Investment Management Group 0.10% Add +29.6% 1,451,414 $99.7M
Legal & General Group Plc 0.03% Reduce -3.9% 1,413,083 $97.1M
Alyeska Investment Group, L.P. 0.35% Add +62.3% 1,349,032 $92.7M
Amundi 0.03% Reduce -1.3% 1,179,361 $81.7M
National Bank of Canada 0.10% Add +1554.5% 1,120,409 $76.9M
Millennium Management 0.06% Add +147.0% 1,034,224 $71.0M
First Trust Advisors LP 0.06% Reduce -7.2% 980,301 $67.3M
Charles Schwab Investment Management Inc. 0.01% Add +6.4% 937,016 $64.4M
Deutsche Bank AG 0.02% Add +35.5% 879,921 $60.4M
HSBC Holdings PLC 0.04% Add +33.3% 878,280 $60.4M
Worldquant Millennium Advisors LLC 0.36% Add +531.4% 805,791 $55.3M
Bank of New York Mellon Corp 0.01% Reduce -2.3% 776,855 $53.4M
FMR LLC 0.00% Reduce -27.1% 755,308 $51.9M
Susquehanna International Group, LLP 0.07% Add +47.1% 693,319 $47.6M
Canada Pension Plan Investment Board 0.05% Add +58.0% 690,152 $47.4M
Norges Bank 0.01% Add +129.8% 674,703 $46.3M
Citadel Advisors 0.04% Add +338.9% 643,431 $44.2M
BNP Paribas Financial Markets 0.03% Add +61.0% 631,421 $43.4M
Storebrand Asset Management As 0.13% Add +37.2% 603,826 $41.5M
Barclays PLC 0.02% Add +12.7% 591,317 $40.6M
Dimensional Fund Advisors LP 0.01% Add +15.2% 586,383 $40.3M
Aberdeen Group plc 0.07% Reduce -0.5% 568,897 $39.4M
Mirova US LLC 0.47% Reduce -2.9% 568,829 $39.1M
UniSuper Management Pty Ltd 0.26% Reduce -8.9% 529,204 $36.3M
Squarepoint Ops LLC 0.09% Add +13362.0% 526,770 $36.2M
GMO 0.12% Add +7.4% 517,499 $35.5M
DNB Asset Management AS 0.15% Add +1.2% 512,031 $35.2M
Nuveen Asset Management, LLC 0.01% Add +13.6% 507,428 $34.9M
Bank of America Corp. 0.00% Add +22.3% 507,409 $34.8M
Voloridge Investment Management, LLC 0.11% New 469,586 $32.3M
Assenagon Asset Management S.A. 0.06% Add +372.4% 463,452 $31.8M
Aspex Management (HK) Ltd 0.80% No change 428,615 $29.4M
JPMorgan Chase & Co. 0.00% Reduce -67.0% 414,081 $28.4M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +28.3% 393,453 $27.0M
Swiss National Bank 0.02% Reduce -5.3% 382,500 $26.3M
Trexquant Investment LP 0.28% Add +211.6% 344,090 $23.6M
Federated Hermes, Inc. 0.05% Add +235.2% 342,767 $23.5M
D. E. Shaw & Co. 0.03% Add +592.7% 337,049 $23.1M
Erste Asset Management GmbH 0.28% Reduce -3.9% 313,182 $22.6M
Citigroup Inc. 0.02% Add +31.6% 319,782 $22.0M
Impax Asset Management Group plc 0.10% Add +36.6% 308,875 $21.2M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -2.2% 307,827 $21.1M
Migdal Insurance & Financial Holdings Ltd. 0.27% Add +3836.5% 276,345 $19.0M
Choreo, LLC 0.27% Add +11.4% 271,709 $18.7M
Capital Fund Management S.A. 0.18% New 270,681 $18.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% — 270,534 $18.6M
Handelsbanken Fonder AB 0.07% Reduce -62.9% 265,114 $18.2M
Rhumbline Advisers 0.02% Reduce -13.4% 259,818 $17.8M
Raiffeisen Bank International AG 0.27% — 250,873 $17.6M
Jane Street Group, LLC 0.03% Reduce -10.8% 242,077 $16.6M
Holocene Advisors, LP 0.05% New 233,574 $16.0M
Artisan Partners Limited Partnership 0.02% New 230,877 $15.9M
Ensign Peak Advisors, Inc 0.03% Add +345.5% 230,589 $15.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +10.1% 216,132 $15.6M
California State Teachers Retirement System 0.02% Reduce -2.3% 225,778 $15.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -55.6% 221,460 $15.2M
CANADA LIFE ASSURANCE Co 0.03% Add +38.3% 212,496 $14.6M
Triodos Investment Management BV 1.16% No change 209,311 $14.4M
Phoenix Financial Ltd. 0.19% Add +1097.8% 206,874 $14.2M
PEAK6 LLC 0.54% — 201,145 $13.8M
T. Rowe Price Associates Inc. 0.00% Reduce -54.4% 193,702 $13.3M
Two Sigma Advisers, LP 0.03% Reduce -57.7% 191,209 $13.1M
Russell Investments Group, Ltd. 0.02% Add +60.9% 185,131 $12.8M
Royal Bank of Canada 0.00% Reduce -61.2% 181,207 $12.4M
Jump Financial, LLC 0.27% Add +983.9% 179,695 $12.3M
Clear Harbor Asset Management, LLC 0.99% Reduce -0.2% 178,394 $12.3M
California Public Employees Retirement System 0.01% Reduce -25.8% 168,317 $11.6M
Quintet Private Bank (Europe) S.A. 0.62% Reduce -4.8% 165,188 $11.3M
Voya Investment Management LLC 0.01% Reduce -24.4% 159,596 $11.0M
Nomura Holdings Inc. 0.06% Add +121.4% 158,254 $10.9M
Principal Financial Group Inc. 0.01% Reduce -38.0% 156,817 $10.8M
Clearbridge Investments, LLC 0.01% Reduce -14.2% 153,073 $10.5M
Walleye Trading LLC 0.20% Add +35.0% 151,093 $10.4M
Two Sigma Investments, LP 0.02% Reduce -81.2% 149,671 $10.3M
Alliancebernstein L.P. 0.00% Reduce -29.5% 138,660 $9.5M
Group One Trading LLC 0.32% Add +126.4% 138,534 $9.5M
Bank of Montreal 0.00% Reduce -6.4% 136,045 $9.3M
CapitalatWork S.A. 0.29% Add +46.6% 131,000 $9.0M
State Board of Administration of Florida Retirement System 0.02% No change 130,399 $9.0M
Walleye Capital LLC 0.09% Add +31.5% 126,672 $8.7M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -1.1% 126,200 $8.7M
Baird Financial Group, Inc. 0.02% Reduce -7.8% 122,289 $8.4M
Natixis 0.06% Add +191.2% 122,182 $8.4M
Liberty Wealth Management LLC 1.40% Reduce 0.0% 121,892 $8.4M
Susquehanna Fundamental Investments, LLC 0.14% — 119,732 $8.2M
LBP Am SA 0.11% Reduce -46.4% 116,111 $8.0M
Manufacturers Life Insurance Company, The 0.01% Add +6.9% 115,838 $8.0M
IMC-Chicago, LLC 0.21% Add +264.3% 114,358 $7.9M
Ameriprise Financial Inc. 0.00% Reduce -30.2% 113,843 $7.8M
New York State Teachers Retirement System 0.02% Reduce -0.9% 113,295 $7.8M
Danske Bank A/S 0.02% Add +40.7% 108,528 $7.5M
National Philanthropic Trust 0.11% No change 108,032 $7.4M
Guinness Asset Management LTD 0.14% Reduce -21.3% 107,739 $7.4M
Janus Henderson Group PLC 0.00% Add +634.6% 107,550 $7.4M
Wells Fargo & Company 0.00% Reduce -8.6% 105,782 $7.3M
KBC Group NV 0.02% Reduce -19.5% 102,713 $7.1M
Electron Capital Partners, LLC 0.41% Reduce -79.1% 102,600 $7.0M
Gilder Gagnon Howe & Co. LLC 0.07% Reduce -23.2% 99,172 $6.8M
Raymond James Financial Inc. 0.00% — 97,984 $6.7M
Jefferies Financial Group Inc. 0.08% Add +146.0% 95,153 $6.5M
Tidal Investments LLC 0.05% Reduce -23.9% 93,603 $6.4M
Korea Investment CORP 0.01% Add +45.6% 91,758 $6.3M
Vontobel Holding Ltd. 0.02% Add +53.4% 91,749 $6.3M
DekaBank Deutsche Girozentrale 0.01% No change 88,458 $6.3M
Rockefeller Capital Management L.P. 0.02% Add +4.1% 90,379 $6.2M
KLP Kapitalforvaltning As 0.03% — 89,200 $6.1M
Pictet Asset Management Holding SA 0.01% Add +2.1% 86,411 $5.9M
Alps Advisors Inc. 0.04% Add +6.0% 84,687 $5.8M
Quantitative Investment Management, LLC 0.44% New 84,543 $5.8M
Aviva PLC 0.01% Reduce -36.2% 82,582 $5.7M
New York State Common Retirement Fund 0.01% Add +7.3% 82,095 $5.6M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 77,521 $5.3M
State of Wisconsin Investment Board 0.01% Reduce -4.7% 76,822 $5.3M
APG Asset Management N.V. 0.01% Reduce -71.5% 78,941 $5.2M
Edgestream Partners, L.P. 0.22% Add +301.7% 76,009 $5.2M
Toronto Dominion Bank 0.01% Add +44.4% 72,356 $5.0M
Dnca Finance 0.39% Add +13.4% 72,000 $4.9M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -2.4% 70,898 $4.9M
Candriam S.C.A. 0.03% Add +303.9% 68,712 $4.7M
Banco Santander, S.A. 0.06% Add +47.6% 68,659 $4.7M
Asset Management One Co., Ltd. 0.02% Add +18.9% 65,310 $4.7M
ABN AMRO Bank N.V. 0.06% Reduce -0.7% 68,021 $4.6M
Van Eck Associates Corp. 0.01% Reduce -24.1% 66,453 $4.6M
Kayne Anderson Capital Advisors LP 0.11% New 66,026 $4.5M
Commonwealth Equity Services, LLC 0.01% Reduce -23.0% 66,003 $4.5M
Lane Generational LLC 4.42% Add +132.8% 65,844 $4.5M
Leonteq Securities AG 0.44% Add +156.2% 62,917 $4.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -37.0% 62,953 $4.4M
Royal London Asset Management Ltd. 0.01% Add +13.4% 64,467 $4.4M
Schonfeld Strategic Advisors LLC 0.03% Reduce -16.0% 64,363 $4.4M
Montrusco Bolton Investments Inc. 0.05% Reduce -92.8% 63,430 $4.4M
Swiss Life Asset Management Ltd 0.03% Add +73.5% 63,118 $4.3M
Prudential Financial Inc. 0.01% Reduce -13.9% 68,788 $4.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +9.4% 62,083 $4.3M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -14.9% 59,444 $4.2M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -18.4% 59,390 $4.1M
Marathon Capital Management 1.02% Add +1.8% 58,868 $4.0M
Credit Agricole S A 0.01% Add +15.8% 58,416 $4.0M
Quantinno Capital Management LP 0.04% Add +512.9% 58,246 $4.0M
Treasurer of the State of North Carolina 0.02% Reduce -2.2% 57,941 $4.0M
HighTower Advisors, LLC 0.01% Reduce -22.3% 55,684 $3.8M
Rathbones Group PLC 0.02% Add +2.2% 53,835 $3.7M
Macquarie Group Ltd. 0.00% Add +62.2% 59,072 $3.7M
LPL Financial LLC 0.00% Reduce -40.0% 53,277 $3.7M
Allianz Asset Management GmbH 0.01% Reduce -75.2% 52,994 $3.6M
Mn Services Vermogensbeheer B.V. 0.02% No change 52,600 $3.6M
LMCG Investments, LLC 0.22% Reduce -35.9% 51,960 $3.6M
Sphera Funds Management LTD. 0.64% Reduce -21.8% 50,198 $3.4M
State of New Jersey Common Pension Fund D 0.01% Add +0.1% 49,981 $3.4M
Rafferty Asset Management, LLC 0.01% Add +0.7% 49,939 $3.4M
Stifel Financial Corp. 0.00% Reduce -51.7% 49,290 $3.4M
Wolverine Trading, LLC 0.07% Add +20.5% 47,439 $3.3M
LGT Group Foundation 0.05% Reduce -39.5% 48,288 $3.3M
TD Asset Management Inc 0.00% Reduce -17.2% 48,278 $3.3M
Mariner, LLC 0.01% Reduce -94.5% 47,706 $3.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +9.0% 47,526 $3.3M
ProShare Advisors LLC 0.01% Add +7.3% 46,356 $3.2M
Nomura Asset Management Co. Ltd. 0.01% Reduce -28.8% 45,897 $3.2M
Public Employees Retirement System of Ohio 0.01% Reduce -25.7% 45,583 $3.1M
Quantbot Technologies LP 0.11% New 44,610 $3.1M
Lombard Odier Asset Management (Switzerland) SA 0.23% Reduce -1.3% 44,547 $3.1M
Boston Common Asset Management, LLC 0.09% Reduce -0.2% 44,531 $3.1M
CI Investments Inc. 0.01% Add +70.1% 43,147 $3.0M
Resona Asset Management Co.,Ltd. 0.02% Reduce -5.0% 41,812 $2.9M
MetLife Investment Management, LLC 0.02% Add +0.9% 41,504 $2.9M
M&G PLC 0.02% Reduce -23.6% 40,923 $2.8M
Marex Group Ltd 0.05% Add +234.2% 39,682 $2.7M
Arizona State Retirement System 0.02% Add +0.9% 39,318 $2.7M
State of Michigan Retirement System 0.01% Reduce -6.4% 36,715 $2.5M
USS Investment Management Ltd 0.02% Reduce -27.3% 36,501 $2.5M
State of Tennessee, Department of Treasury 0.01% Reduce -4.0% 35,669 $2.4M
Lombard Odier Asset Management (Europe) Ltd 0.17% Reduce -69.2% 35,653 $2.4M
Mandatum Life Insurance Co Ltd 0.73% Add +65.5% 35,615 $2.4M
Shelton Capital Management 0.06% Add +0.1% 35,145 $2.4M
Ardsley Advisory Partners LP 0.47% New 35,000 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +38.0% 34,313 $2.4M
Pacer Advisors, Inc. 0.01% Add +238.9% 34,514 $2.4M
Envestnet Asset Management Inc. 0.00% Reduce -16.4% 34,265 $2.4M
Victory Capital Management Inc. 0.00% Reduce -36.1% 33,873 $2.3M
Corebridge Financial, Inc. 0.01% Reduce -5.6% 33,482 $2.3M
Xponance LLC 0.02% Reduce -2.0% 33,112 $2.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -5.8% 32,770 $2.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 1.28% No change 32,050 $2.2M
Nicola Wealth Management LTD. 0.20% Add +55.0% 31,000 $2.1M
Forsta Ap-Fonden 0.01% Reduce -10.7% 30,100 $2.1M
Daiwa Securities Group Inc. 0.01% Reduce -2.0% 29,412 $2.0M
Czech National Bank 0.02% Add +6.2% 29,294 $2.0M
Retirement Systems of Alabama 0.01% Reduce -1.1% 29,252 $2.0M
Cohen & Steers, Inc. 0.00% Add +12.9% 29,246 $2.0M
Leibman Financial Services, Inc. 1.46% Add +58.6% 29,169 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.5% 28,728 $2.0M
Amalgamated Bank 0.02% Reduce -1.6% 27,819 $1.9M
IFM Investors Pty Ltd 0.02% Reduce -5.1% 27,535 $1.9M
Caisse de depot et placement du Quebec 0.00% New 27,482 $1.9M
Mirova 0.33% Add +13.8% 27,474 $1.9M
Ofi Invest Asset Management 0.04% — 28,389 $1.9M
Neuberger Berman Group LLC 0.00% Add +9.3% 26,835 $1.8M
Calamos Advisors LLC 0.01% No change 26,794 $1.8M
Pinebridge Investments, L.P. 0.01% Reduce -65.2% 26,485 $1.8M
Osaic Holdings, Inc. 0.00% Add +22.1% 26,504 $1.8M
Hartline Investment Corp./ 0.20% Reduce -47.4% 25,966 $1.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +14.2% 25,930 $1.8M
Duff & Phelps Investment Management Co. 0.02% Add +14.7% 25,724 $1.8M
Bank of Nova Scotia 0.00% Add +23.8% 25,515 $1.8M
Metis Global Partners, LLC 0.05% Add +41.1% 24,938 $1.7M
Guggenheim Capital LLC 0.01% Reduce -2.0% 24,515 $1.7M
Natixis Advisors, LLC 0.00% Add +116.9% 24,421 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -96.7% 24,300 $1.7M
Achmea Investment Management B.V. 0.03% Reduce -36.7% 23,941 $1.6M
Engineers Gate Manager LP 0.03% Add +252.9% 23,755 $1.6M
Sphera Management Technology Funds Ltd 1.28% — 23,550 $1.6M
Numerai GP LLC 0.43% New 23,077 $1.6M
Stelac Advisory Services LLC 0.61% New 22,869 $1.6M
Parallax Volatility Advisers, L.P. 0.04% New 22,233 $1.5M
Fagan Associates, Inc. 0.24% Reduce -25.5% 21,955 $1.5M
Utah Retirement Systems 0.02% No change 21,727 $1.5M
Stamos Capital Partners, L.P. 0.35% Add +69.8% 21,480 $1.5M
Cibc World Markets Corp. 0.01% Add +15.6% 21,304 $1.5M
Marathon Trading Investment Management LLC 0.24% New 21,295 $1.5M
CIBC Asset Management Inc 0.00% Add +5.5% 21,267 $1.5M
Bank Pictet & Cie (Europe) AG 0.03% Reduce -18.1% 21,019 $1.4M
MassMutual Private Wealth & Trust, FSB 0.04% Reduce -48.0% 20,959 $1.4M
New York Life Investment Management LLC 0.01% Add +0.5% 20,928 $1.4M
Financial Advisors Network, Inc. 0.24% — 20,736 $1.4M
Capstone Investment Advisors, LLC 0.02% Add +132.8% 20,604 $1.4M
Verition Fund Management LLC 0.01% Reduce -91.7% 20,459 $1.4M
SG Americas Securities, LLC 0.01% Reduce -63.0% 20,248 $1.4M
North Star Investment Management Corp. 0.10% No change 20,250 $1.4M
Viking Fund Management LLC 0.21% No change 20,000 $1.4M
Signal Advisors Wealth, LLC 0.16% Add +99.2% 19,988 $1.4M
Centiva Capital, LP 0.05% Add +307.6% 19,612 $1.3M
Public Sector Pension Investment Board 0.01% Add +234.4% 19,463 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% — 19,093 $1.3M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.76% Add +72.7% 19,000 $1.3M
Cetera Investment Advisers 0.00% Reduce -20.3% 18,726 $1.3M
Sei Investments Co. 0.00% Add +25.2% 18,088 $1.2M
Firsthand Capital Management, Inc. 2.57% No change 18,000 $1.2M
Qsemble Capital Management, LP 0.16% Add +58.3% 17,996 $1.2M
M&T Bank Corp 0.00% Reduce -5.6% 17,844 $1.2M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.7% 16,741 $1.2M
ING Groep NV 0.01% Add +92.9% 17,256 $1.2M
Creative Planning 0.00% Add +6.5% 17,253 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -1.5% 17,188 $1.2M
OMERS ADMINISTRATION Corp 0.01% Reduce -29.8% 17,185 $1.2M
NorthCoast Asset Management LLC 0.01% Reduce -2.6% 16,830 $1.2M
Great Valley Advisor Group, Inc. 0.03% Reduce -21.1% 16,708 $1.1M
McGowan Group Asset Management, Inc. 0.16% Add +1.9% 16,670 $1.1M
Quaero Capital S.A. 2.52% Reduce -34.5% 16,643 $1.1M
Royal Fund Management, LLC 0.12% Reduce -54.2% 16,622 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -3.0% 16,182 $1.1M
Inspire Investing, LLC 0.12% Add +2.0% 15,988 $1.1M
Comerica Bank 0.00% Reduce -51.7% 15,834 $1.1M
MML Investors Services, LLC 0.00% Reduce -32.6% 15,666 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +81.6% 15,560 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -2.1% 15,404 $1.1M
Balyasny Asset Management L.P. 0.00% Reduce -88.3% 15,371 $1.1M
Abacus FCF Advisors LLC 0.14% Add +46.0% 15,354 $1.1M
Intellectus Partners, LLC 0.23% Add +17.4% 15,170 $1.0M
Tower Research Capital LLC (TRC) 0.02% Add +46.3% 15,066 $1.0M
Annex Advisory Services, LLC 0.03% No change 15,000 $1.0M
Jones Financial Companies LLLP 0.00% Reduce -19.6% 14,847 $1.0M
PFG Investments, LLC 0.06% Reduce -11.9% 14,625 $1.0M
Sanctuary Advisors, LLC 0.01% Reduce -0.9% 15,997 $993K
Public Employees Retirement Association of Colorado 0.00% No change 14,070 $966K
Lazard Asset Management LLC 0.00% Add +157.8% 14,066 $965K
XTX Topco Ltd 0.08% New 14,042 $964K
DRW Securities, LLC 0.06% New 13,794 $947K
Mediolanum International Funds Ltd 0.01% Reduce -31.8% 13,519 $947K
North Star Asset Management Inc. 0.04% Reduce -28.6% 13,746 $944K
Man Group plc 0.00% Add +97.2% 13,692 $940K
Bayesian Capital Management, LP 0.12% Reduce -60.8% 13,688 $940K
Aware Super Pty Ltd as trustee of Aware Super 0.01% — 13,569 $932K
Westpac Banking Corp. 0.06% Add +40.0% 13,458 $924K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -44.0% 13,403 $921K
Ashburton (Jersey) Ltd 0.40% Add +25.2% 13,284 $912K
Cambridge Investment Research Advisors, Inc. 0.00% Add +30.3% 13,118 $901K
Entropy Technologies, LP 0.09% New 13,063 $897K
HAP Trading, LLC 0.30% New 13,046 $896K
Mizuho Securities USA LLC 0.02% Add +45.8% 12,805 $879K
Cynosure Group, LLC 0.13% Add +35.3% 12,695 $872K
Keybank National Association 0.00% Reduce -1.7% 12,695 $872K
Mercer Global Advisors Inc. 0.00% Add +154.5% 12,676 $871K
Ossiam 0.01% Add +19.2% 12,517 $860K
Eastern Bank 0.02% Add +29.7% 12,225 $840K
Mount Vernon Associates Inc. 0.65% Add +0.9% 12,160 $835K
Calamos Wealth Management LLC 0.04% Reduce -89.3% 12,000 $824K
Union Bancaire Privee, UBP SA 0.01% — 11,422 $824K
Cerity Partners LLC 0.00% Reduce -13.9% 9,459 $817K
Commons Capital, LLC 0.73% Reduce -10.1% 11,672 $802K
Oregon Public Employees Retirement Fund 0.01% Add +0.2% 11,601 $797K
AXA S.A. 0.00% Add +181.0% 11,385 $782K
J. Safra Sarasin Holding AG 0.01% Reduce -62.7% 11,284 $775K
Allspring Global Investments Holdings, LLC 0.00% Reduce -29.6% 10,815 $772K
Avantax Advisory Services, Inc. 0.00% Add +50.2% 11,227 $771K
Mizuho Markets Cayman LP 1.90% Add +118.6% 11,153 $766K
Pathstone Holdings, LLC 0.00% Reduce -10.5% 11,107 $763K
Sherbrooke Park Advisers LLC 0.24% New 10,867 $746K
Stiles Financial Services Inc 0.27% Reduce -5.4% 10,735 $737K
Gulf International Bank (UK) Ltd 0.02% Reduce -2.4% 10,713 $735K
Oppenheimer & Co. Inc. 0.01% Add +21.4% 10,662 $732K
Scientech Research LLC 0.21% Add +349.9% 10,621 $729K
PNC Financial Services Group, Inc. 0.00% Reduce -36.1% 10,271 $705K
MN Wealth Advisors, LLC 0.39% Add +61.7% 10,159 $698K
Teachers Retirement System of the State of Kentucky 0.01% No change 10,102 $694K
MYDA Advisors LLC 0.20% New 10,000 $687K
Profund Advisors LLC 0.02% Reduce -9.5% 9,925 $682K
Harbor Capital Advisors, Inc. 0.03% Reduce -12.5% 9,851 $677K
Gould Capital, LLC 0.45% Reduce -7.4% 9,452 $649K
Kentucky Retirement Systems 0.02% Reduce -1.4% 9,306 $639K
Corient Private Wealth LP 0.00% Reduce -15.6% 9,275 $637K
Ethic Inc. 0.01% Reduce -0.9% 9,218 $633K
Y.D. More Investments Ltd 0.06% Reduce -32.9% 9,090 $624K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -17.2% 8,943 $614K
Bokf, NA 0.01% Reduce -21.1% 9,199 $614K
Franklin Resources Inc. 0.00% Reduce -8.3% 8,661 $595K
Cibc World Market Inc. 0.00% Add +185.0% 8,570 $589K
Y-Intercept (Hong Kong) Ltd 0.04% New 8,510 $584K
Cim Investment Management Inc. 0.17% Reduce -0.7% 8,502 $584K
Hartford Investment Management Co. 0.02% Reduce -1.9% 8,359 $574K
Woodline Partners LP 0.00% New 8,114 $557K
Columbia Bank 0.19% New 8,514 $557K
Dark Forest Capital Management LP 0.08% Add +101.2% 7,954 $546K
US Bancorp \de 0.00% Reduce -7.8% 7,734 $531K
CoreCommodity Management, LLC 0.10% Add +97.2% 7,550 $519K
Maryland State Retirement & Pension System 0.01% No change 7,514 $516K
AQR Capital Management 0.00% Reduce -59.0% 7,407 $509K
Piar LLC 0.50% — 7,400 $508K
Investment Management Corp of Ontario 0.02% Add +16.0% 7,398 $508K
Teza Capital Management LLC 0.08% Add +131.7% 7,323 $503K
AustralianSuper Pty Ltd 0.00% No change 7,319 $503K
Louisiana State Employees Retirement System 0.01% Reduce -4.0% 7,300 $501K
Securian Asset Management, Inc. 0.01% Reduce -1.3% 7,215 $496K
Stratos Wealth Partners, LTD. 0.01% Reduce -11.2% 7,150 $491K
Vestcor Inc 0.02% Add +158.3% 7,109 $488K
TT International Asset Management LTD 0.07% New 7,050 $484K
Optiver Holding B.V. 0.02% Reduce -94.6% 7,040 $484K
Maxi Investments CY Ltd 0.09% No change 7,000 $481K
Dynamic Technology Lab Private Ltd 0.08% New 6,940 $477K
Fermata Advisors, LLC 0.09% Reduce -2.0% 6,930 $476K
WINTON GROUP Ltd 0.03% New 6,930 $476K
Nisa Investment Advisors, LLC 0.00% Add +93.6% 6,881 $473K
Praxis Investment Management Inc. 0.03% New 6,850 $470K
Dudley & Shanley, Inc. 0.07% No change 6,800 $467K
American Century Companies Inc. 0.00% Reduce -98.9% 6,710 $461K
Green Alpha Advisors, LLC 0.36% Reduce -7.3% 6,626 $455K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -51.3% 7,100 $454K
SeaCrest Wealth Management, LLC 0.05% Reduce -11.3% 6,604 $454K
Inceptionr LLC 0.10% Add +69.2% 6,553 $450K
Saturna Capital Corp. 0.01% Add +123.9% 6,515 $447K
New Mexico Educational Retirement Board 0.01% Reduce -3.0% 6,500 $446K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -9.1% 6,467 $444K
Main Management ETF Advisors, LLC 0.02% Reduce -8.3% 6,408 $440K
TriaGen Wealth Management LLC 0.15% No change 6,360 $437K
Tandem Capital Management Corp. 0.23% Reduce -25.8% 6,351 $436K
SBI Securities Co., Ltd. 0.01% — 6,248 $429K
KCM Investment Advisors LLC 0.01% Reduce -37.8% 6,210 $427K
Prudential PLC 0.00% Reduce -90.6% 6,159 $423K
Cwm, LLC 0.00% Add +24.8% 6,067 $417K
Advisors Asset Management, Inc. 0.01% Reduce -36.3% 6,013 $413K
Atria Wealth Solutions, Inc. 0.00% Reduce -32.9% 6,013 $413K
Leavell Investment Management, Inc. 0.02% Reduce -1.1% 6,000 $412K
NEOS Investment Management LLC 0.01% Add +26.7% 5,888 $404K
E. Ohman J:or Asset Management AB 0.01% No change 5,800 $398K
Norinchukin Bank, The 0.01% Add +6.0% 5,754 $395K
Federation des caisses Desjardins du Quebec 0.00% Add +9.9% 5,723 $393K
Natixis Investment Managers International 0.03% Reduce -5.2% 5,722 $393K
Blueshift Asset Management, LLC 0.14% New 5,708 $392K
Glenmede Trust Co. NA 0.00% New 5,617 $386K
Bailard, Inc. 0.01% Reduce -33.8% 5,564 $382K
NewEdge Advisors, LLC 0.00% Reduce -38.2% 5,513 $379K
Bayforest Capital Ltd 0.47% — 5,416 $372K
V-Square Quantitative Management LLC 0.05% Add +40.2% 5,263 $361K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -42.3% 5,236 $360K
Compagnie Lombard Odier SCmA 0.01% Reduce -69.7% 5,111 $351K
Redwood Wealth Management Group, LLC 0.17% Add +12.9% 5,067 $348K
Mackenzie Financial Corp. 0.00% Reduce -31.9% 4,959 $341K
GAMMA Investing LLC 0.03% Add +131.9% 4,940 $339K
Crossmark Global Holdings, Inc. 0.01% Reduce -8.8% 4,910 $337K
Wealthfront Advisers LLC 0.00% Reduce -43.5% 4,888 $336K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +48.9% 4,644 $335K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +111.8% 4,739 $325K
Cidel Asset Management Inc. 0.02% Reduce -28.7% 4,732 $325K
Tokio Marine Asset Management Co. Ltd. 0.01% Add +12.9% 4,719 $324K
Cresset Asset Management, LLC 0.00% Reduce -61.8% 4,580 $315K
Guinness Atkinson Asset Management Inc 0.16% Reduce -6.6% 4,466 $307K
BNP Paribas 0.00% Reduce -88.2% 4,456 $306K
Element Pointe Advisors, LLC 0.07% Add +16.4% 4,394 $302K
American Trust Investment Advisors, LLC 0.12% No change 4,310 $296K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 4,290 $295K
Marshall Wace, LLP 0.00% Reduce -91.5% 4,200 $288K
Janney Montgomery Scott LLC 0.00% Reduce -31.2% 4,180 $287K
APG Asset Management US Inc. 0.00% No change 4,154 $285K
Exchange Traded Concepts, LLC 0.01% Add +50.6% 4,150 $285K
Martin Capital Advisors, LLP 0.18% Reduce -2.2% 4,084 $280K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% Add +20.8% 4,060 $279K
Allstate Corp. 0.01% New 3,974 $273K
EntryPoint Capital, LLC 0.11% New 3,924 $270K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +178.4% 3,867 $266K
Lazard Freres Gestion S.A.S. 0.01% No change 3,720 $255K
Empirical Finance, LLC 0.01% Reduce -0.3% 3,664 $252K
NFSG Corp 0.06% Add +49.9% 3,604 $248K
Trust Co. of Vermont 0.01% No change 3,565 $245K
Gotham Asset Management 0.00% Reduce -42.0% 3,540 $243K
Versor Investments LP 0.04% New 3,525 $242K
Baker Avenue Asset Management, LP 0.01% Add +17.2% 3,451 $237K
Everett Harris & Co. 0.00% New 3,450 $237K
Humankind Investments LLC 0.06% New 3,447 $237K
Applied Finance Capital Management, LLC 0.01% No change 3,397 $233K
Fox Run Management, L.L.C. 0.04% New 3,391 $233K
Hollencrest Capital Management 0.01% Add +17.3% 3,385 $232K
First Pacific Financial 0.05% Reduce -0.8% 3,339 $229K
Harvest Portfolios Group Inc. 0.01% Reduce -10.0% 3,337 $229K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -3.2% 3,327 $228K
Shell Asset Management Co. 0.01% Add +39.5% 3,311 $227K
Pier Capital, LLC 0.03% Reduce -12.3% 3,290 $226K
Farringdon Capital, Ltd. 0.09% — 3,272 $225K
Tempus Wealth Planning, LLC 0.07% New 3,258 $224K
Wedbush Securities Inc. 0.01% Reduce -36.8% 3,250 $223K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -36.1% 3,236 $222K
CIBC Private Wealth Group LLC 0.00% Reduce -40.0% 3,183 $222K
Emerald Advisers, LLC 0.01% Reduce -52.7% 3,205 $220K
IHT Wealth Management, LLC 0.01% Reduce -2.1% 3,193 $219K
Wealthcare Advisory Partners LLC 0.01% Reduce -11.7% 3,171 $218K
Ascentis Independent Advisors 0.04% Reduce -12.5% 3,156 $217K
Evexia Wealth LLC 0.07% Add +12.8% 3,400 $216K
Resources Management Corp. /CT/ 0.03% Reduce -30.8% 3,142 $216K
Bridgefront Capital, LLC 0.07% New 3,144 $216K
Aptus Capital Advisors, LLC 0.00% New 3,107 $213K
Financial Advocates Investment Management 0.01% Reduce -22.1% 3,062 $210K
Columbia Asset Management 0.04% Reduce -31.9% 3,005 $206K
Summit Trail Advisors, LLC 0.01% New 3,002 $206K
Credit Capital Investments LLC 0.27% Reduce -11.8% 3,000 $206K
626 Financial, LLC 0.11% No change 3,000 $206K
Kestra Advisory Services, LLC 0.00% Reduce -37.9% 2,989 $205K
Abn Amro Investment Solutions 0.00% Reduce -72.0% 2,975 $204K
Robeco Institutional Asset Management B.V. 0.00% Reduce -70.5% 2,956 $203K
TAP Consulting, LLC 0.04% Reduce -8.9% 2,939 $202K
Granahan Investment Management, LLC 0.01% Add +25.7% 2,930 $201K
E Fund Management Co., Ltd. 0.01% Add +50.1% 2,925 $201K
DDD Partners, LLC 0.02% Add +29.5% 2,924 $201K
Fifth Third Bancorp 0.00% Reduce -53.3% 2,590 $178K
Generali Investments CEE, investicni spolecnost, a.s. 0.02% — 2,550 $175K
Sterling Capital Management LLC 0.00% Reduce -90.2% 2,130 $146K
Mufg Securities Americas Inc. 0.02% — 1,995 $137K
Horizon Investments, LLC 0.00% Add +0.8% 1,852 $127K
Canada Post Corp Registered Pension Plan 0.01% — 1,580 $109K
First Community Trust NA 0.08% No change 1,535 $105K
Fourth Dimension Wealth, LLC 0.05% — 1,502 $103K
Caitlin John, LLC 0.07% No change 1,500 $103K
Ostrum Asset Management 0.01% Reduce -13.6% 1,448 $99K
Rakuten Securities, Inc. 0.04% Add +116.4% 1,435 $99K
Murphy & Mullick Capital Management Corp 0.09% — 1,398 $96K
Ameritas Investment Partners, Inc. 0.00% No change 1,372 $94K
Westside Investment Management, Inc. 0.02% No change 1,350 $93K
Parallel Advisors, LLC 0.00% Reduce -39.1% 1,282 $88K
AlphaQuest LLC 0.01% Reduce -63.7% 1,259 $86K
CENTRAL TRUST Co 0.00% Reduce -10.8% 1,237 $85K
TD Waterhouse Canada Inc. 0.00% Reduce -19.6% 1,206 $83K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 1,200 $82K
Pension & Wealth Management Advisors, Inc. 0.03% Add +6.0% 1,166 $80K
Sandy Spring Bank 0.00% Reduce -55.6% 1,120 $77K
Avior Wealth Management, LLC 0.00% Add +269.3% 1,045 $72K
Sava Infond d.o.o. 0.01% — 1,000 $69K
Larson Financial Group LLC 0.00% Reduce -15.2% 980 $67K
Penserra Capital Management LLC 0.00% Add +51.4% 943 $64K
Signaturefd, LLC 0.00% Reduce -26.6% 910 $62K
Optimum Investment Advisors 0.03% Reduce -5.3% 900 $62K
Harbour Investments, Inc. 0.00% Add +7.3% 892 $61K
GeoWealth Management, LLC 0.00% Add +56.3% 891 $61K
Concourse Financial Group Securities, Inc. 0.00% Add +98.4% 998 $61K
Weiss Asset Management LP 0.00% New 844 $58K
Coppell Advisory Solutions LLC 0.01% No change 801 $56K
Creative Financial Designs Inc. 0.00% No change 771 $53K
Itau Unibanco Holding S.A. 0.00% Add +6.9% 710 $49K
Pilgrim Partners Asia Pte Ltd 0.04% — 680 $47K
Venturi Wealth Management, LLC 0.00% Add +318.1% 669 $46K
Farther Finance Advisors, LLC 0.00% Reduce -38.7% 665 $46K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.03% — 660 $45K
Elevation Wealth Partners, LLC 0.02% No change 650 $45K
Archer Investment Corp 0.01% Reduce -5.2% 616 $42K
Global Retirement Partners, LLC 0.00% Add +2.7% 602 $41K
Van Hulzen Asset Management, LLC 0.00% Reduce -83.6% 597 $41K
CoreCap Advisors, LLC 0.00% Reduce -22.4% 580 $40K
Huntington National Bank 0.00% Add +9.3% 567 $39K
MAI Capital Management 0.00% New 562 $39K
Lindbrook Capital, LLC 0.00% Add +21.2% 520 $36K
Atticus Wealth Management, LLC 0.01% Add +4.9% 489 $34K
Allworth Financial LP 0.00% Reduce -70.9% 510 $31K
Wilmington Savings Fund Society, FSB 0.00% Reduce -78.7% 450 $31K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 423 $29K
Geneos Wealth Management Inc. 0.00% No change 407 $28K
Hoey Investments, Inc. 0.00% Reduce -90.1% 398 $27K
Addison Advisors LLC 0.01% Reduce -8.8% 382 $26K
Brown Brothers Harriman & Co. 0.00% Reduce -20.6% 340 $23K
Principal Securities, Inc. 0.00% Reduce -32.4% 325 $22K
Cyrus J. Lawrence, LLC 0.00% No change 328 $22K
Arax Advisory Partners 0.00% Add +228.9% 319 $22K
First Horizon Advisors, Inc. 0.00% Add +68.1% 311 $21K
Hall Laurie J Trustee 0.01% Reduce -13.9% 310 $21K
Versant Capital Management, Inc 0.00% Add +210.2% 304 $21K
Brooklyn Investment Group 0.01% Reduce -39.5% 295 $20K
Empirical Asset Management, LLC 0.01% New 20,194 $20K
Caldwell Sutter Capital, Inc. 0.01% Reduce -21.4% 294 $20K
Spire Wealth Management 0.00% Add +711.4% 284 $20K
Smartleaf Asset Management LLC 0.00% Reduce -35.0% 252 $18K
Evelyn Partners Investment Management Services Ltd 0.00% — 257 $18K
Quadrant Capital Group LLC 0.00% Reduce -5.2% 253 $17K
Transce3nd, LLC 0.01% — 250 $17K
Albion Financial Group 0.00% Reduce -97.3% 245 $17K
Salem Investment Counselors Inc. 0.00% Add +1500.0% 240 $16K
Mather Group, Llc. 0.00% Reduce -32.2% 236 $16K
Cromwell Holdings LLC 0.01% Reduce -51.0% 206 $14K
Parkside Financial Bank & Trust 0.00% Reduce -28.1% 202 $14K
Glass Jacobson Investment Advisors llc 0.00% Add +100.0% 200 $14K
Bogart Wealth, LLC 0.00% No change 200 $14K
Nemes Rush Group LLC 0.00% Reduce -78.3% 197 $14K
Blue Trust, Inc. 0.00% Reduce -58.4% 182 $13K
Plato Investment Management Ltd 0.00% Reduce -79.1% 180 $12K
Stance Capital LLC 0.01% — 165 $11K
Summit Securities Group LLC 0.00% New 162 $11K
McIlrath & Eck, LLC 0.00% No change 150 $10K
Assetmark, Inc. 0.00% Add +466.7% 136 $9K
UMB Bank, n.a. 0.00% Reduce -54.1% 134 $9K
Covestor Ltd 0.01% Reduce -2.9% 136 $9K
CGC Financial Services, LLC 0.00% No change 127 $9K
Catalyst Capital Advisors LLC 0.00% Add +24.5% 127 $9K
NewSquare Capital LLC 0.00% New 123 $8K
Capital Advisors, Ltd. LLC 0.00% Add +273.3% 112 $8K
MV Capital Management, Inc. 0.00% Add +18.1% 111 $8K
Clearstead Trust, LLC 0.00% No change 110 $8K
Founders Capital Management 0.00% Add +3400.0% 105 $7K
USCF Advisers LLC 0.69% No change 100 $7K
Rise Advisors, LLC 0.00% Reduce -14.5% 100 $7K
Allianz SE 0.00% New 100 $7K
AdvisorNet Financial, Inc 0.00% Reduce -91.1% 98 $7K
Farmers & Merchants Investments Inc. 0.00% No change 91 $6K
Whittier Trust Co. 0.00% Reduce -44.7% 83 $6K
Lowe Wealth Advisors, LLC 0.00% No change 75 $5K
Avalon Trust Co 0.00% New 75 $5K
Bessemer Group Inc. 0.00% Reduce -95.8% 74 $5K
Manchester Capital Management LLC 0.00% Add +250.0% 70 $5K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -47.8% 70 $5K
IFP Advisors, Inc 0.00% Reduce -67.9% 45 $4K
Richards, Merrill & Peterson, Inc. 0.00% — 60 $4K
GW&K Investment Management, LLC 0.00% Reduce -34.0% 62 $4K
Kimelman & Baird, LLC 0.00% Reduce -99.8% 55 $4K
Tidemark, LLC 0.00% No change 54 $4K
Pacifica Partners Inc. 0.00% No change 50 $4K
Kentucky Trust Co 0.00% — 50 $3K
Oarsman Capital, Inc. 0.00% Add +91.7% 46 $3K
Sunbelt Securities, Inc. 0.00% No change 44 $3K
Sierra Ocean, LLC 0.00% — 43 $3K
Modus Advisors, LLC 0.00% New 40 $3K
Caitong International Asset Management Co., Ltd 0.00% — 39 $3K
Clearstead Advisors, LLC 0.00% Reduce -100.0% 36 $2K
MRP Capital Investments, LLC 0.00% Reduce -96.0% 35 $2K
CVA Family Office, LLC 0.00% Reduce -83.4% 33 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -21.4% 33 $2K
Sachetta, LLC 0.00% Add +14.3% 32 $2K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -99.8% 31 $2K
CoreFirst Bank & Trust 0.00% No change 30 $2K
Ancora Advisors LLC 0.00% Reduce -6.3% 30 $2K
Strengthening Families & Communities, LLC 0.00% No change 30 $2K
City State Bank 0.00% No change 29 $2K
GPS Wealth Strategies Group, LLC 0.00% Reduce -76.6% 25 $2K
Abound Wealth Management 0.00% No change 21 $1K
Continuum Advisory, LLC 0.00% Reduce -8.7% 21 $1K
Legacy Investment Solutions, LLC 0.00% No change 22 $1K
Legacy Wealth Managment, LLC 0.00% No change 22 $1K
Elequin Capital, LP 0.00% Reduce -91.3% 20 $1K
Rothschild Investment LLC 0.00% Reduce -84.4% 20 $1K
TD Private Client Wealth LLC 0.00% Reduce -89.6% 20 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -5.0% 19 $1K
Nvwm, LLC 0.00% Add +12.5% 18 $1K
FSA Wealth Management LLC 0.00% No change 17 $1K
Highline Wealth Partners LLC 0.00% No change 17 $1K
Gen-Wealth Partners Inc 0.00% No change 16 $1K
Anchor Investment Management, LLC 0.00% No change 15 $1K
PayPay Securities Corp 0.04% Add +133.3% 14 $962
Raffa Wealth Management, LLC 0.00% No change 14 $962
SJS Investment Consulting Inc. 0.00% Reduce -17.6% 14 $962
Independence Bank of Kentucky 0.00% Reduce -44.0% 14 $962
Prestige Wealth Management Group LLC 0.00% Reduce -38.1% 13 $893
Quent Capital, LLC 0.00% No change 13 $893
Whittier Trust Co. of Nevada Inc. 0.00% Add +85.7% 13 $892
Trifecta Capital Advisors, LLC 0.00% New 10 $687
Center for Financial Planning, Inc. 0.00% Reduce -90.9% 9 $619
TFC Financial Management, Inc. 0.00% Reduce -92.7% 9 $619
Cornerstone Planning Group LLC 0.00% Add +200.0% 9 $576
Colonial Trust Co / SC 0.00% Add +250.0% 7 $481
Dunhill Financial, LLC 0.00% Reduce -75.0% 7 $457
Riggs Asset Managment Co. Inc. 0.00% Add +20.0% 6 $422
Core Alternative Capital 0.00% Add +50.0% 6 $412
Zions Bancorporation, N.A. 0.00% Reduce -91.9% 6 $412
Carolinas Wealth Consulting LLC 0.00% Add +25.0% 5 $344
Bell Investment Advisors, Inc 0.00% Reduce -54.5% 5 $344
MCF Advisors LLC 0.00% Reduce -37.5% 5 $344
Raleigh Capital Management Inc. 0.00% Reduce -50.0% 5 $343
True Wealth Design, LLC 0.00% Reduce -25.0% 3 $215
BOK Financial Private Wealth, Inc. 0.00% New 3 $207
Cape Investment Advisory, Inc. 0.00% No change 3 $206
SWAN Capital LLC 0.00% New 3 $206
Winnacle Wealth LLC 0.00% — 3 $143
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $138
Nova Wealth Management, Inc. 0.00% — 2 $137
WestEnd Advisors, LLC 0.00% No change 1 $69
DiNuzzo Private Wealth, Inc. 0.00% Reduce -88.9% 1 $69
Global Financial Private Client, LLC 0.00% New 1 $69
HBC Financial Services, PLLC 0.00% Reduce -66.7% 5 $0
Hemington Wealth Management 0.00% Reduce -30.0% 7 $0
Coston, McIsaac & Partners 0.00% No change 12 $0

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