Expand EnergyEXE

13F holders, Q4 2024 (December 31)
641holders +174
200new positions
43sold out
6famous investors
$99.56avg. 13F price*

At the end of Q4 2024, 641 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, up 174 from Q3 2024. 200 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($2.3B), Vanguard Group Inc. ($2.3B) and T. Rowe Price Associates Inc. ($1.4B). 6 famous investors held it, including Howard Marks (15.5% of Oaktree Capital Management's portfolio), David Tepper (0.5% of Appaloosa's portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).

Company
Expand Energy Corp.
Sector
Energy
CUSIP
165167735
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 495Q1 2024Q2 2024: 470Q2 2024Q3 2024: 467Q3 2024Q4 2024: 641Q4 2024Q1 2025: 736Q1 2025Q2 2025: 811Q2 2025Q3 2025: 764Q3 2025Q4 2025: 870Q4 2025Q1 2026: 898Q1 2026Q2 2026: 853Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions200$1.5B
Exits43$141.6M

All 13F filers, Q3 2024 → Q4 2024: 79,993,227 shares bought and 8,333,322 shares sold, net +71,659,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 641 holders

BlackRock, Inc. 0.05% Add +84.4% 23,206,317 $2.3B
Vanguard Group Inc. 0.04% Add +78.6% 22,836,157 $2.3B
T. Rowe Price Associates Inc. 0.16% Reduce -0.7% 14,106,073 $1.4B
Capital Research Global Investors 0.21% Add +475.4% 10,375,292 $1.0B
T. Rowe Price Investment Management, Inc. 0.64% Add +1.3% 10,363,951 $1.0B
Blackstone Inc. 4.88% Reduce -18.7% 10,320,090 $1.0B
State Street Corp. 0.03% Add +48.8% 7,869,760 $783.4M
Oaktree Capital Management 15.50% Add +1.0% 6,937,364 $690.6M
Dimensional Fund Advisors LP 0.16% Add +95.9% 6,509,596 $648.0M
Kimmeridge Energy Management Company, LLC 41.38% Add +35.9% 6,321,761 $629.3M
FMR LLC 0.03% Add +236.0% 5,348,857 $532.5M
Wellington Management Group LLP 0.09% Reduce -6.2% 5,123,518 $510.0M
Geode Capital Management, LLC 0.03% Add +66.1% 4,187,558 $416.3M
1832 Asset Management L.P. 0.71% Add +0.2% 4,014,141 $399.6M
First Trust Advisors LP 0.35% Reduce -9.0% 3,973,705 $395.6M
Massachusetts Financial Services Co. 0.12% Add +0.0% 3,745,378 $372.9M
Bank of New York Mellon Corp 0.06% Add +30.3% 3,187,850 $317.4M
Thrivent Financial for Lutherans 0.59% Add +7.6% 3,053,982 $304.0M
Disciplined Growth Investors Inc. 5.18% New 2,736,972 $272.5M
Invesco Ltd. 0.05% Add +20.8% 2,471,790 $246.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +425.2% 2,400,585 $239.0M
Voya Investment Management LLC 0.26% Add +20.0% 2,174,240 $216.4M
Glendon Capital Management LP 12.90% Add +0.9% 2,143,739 $213.3M
Agf Management Ltd. 0.99% Add +4756.9% 1,979,816 $197.1M
Northern Trust Corp. 0.03% Add +136.5% 1,959,848 $195.1M
Bank of America Corp. 0.02% Add +90.1% 1,922,756 $191.4M
Citadel Advisors 0.17% Add +16.3% 1,861,390 $185.3M
Lord, Abbett & Co. LLC 0.56% Reduce -0.3% 1,709,392 $170.2M
Morgan Stanley 0.01% Add +129.7% 1,639,154 $163.2M
Charles Schwab Investment Management Inc. 0.03% Add +67.6% 1,477,117 $147.0M
Prudential Financial Inc. 0.19% Add +37.0% 1,409,744 $140.3M
Ameriprise Financial Inc. 0.03% Add +5.4% 1,356,111 $135.3M
EnCap Energy Capital Fund IX, L.P. 100.00% New 1,193,382 $118.8M
Slate Path Capital LP 2.04% Add +392.0% 1,133,379 $112.8M
Castle Hook Partners LP 2.34% New 1,105,468 $110.0M
Vaughan Nelson Investment Management, L.P. 1.00% New 1,077,782 $107.3M
Millennium Management 0.09% Add +4021.4% 1,046,014 $104.1M
Stephens Investment Management Group LLC 1.37% New 1,027,564 $102.3M
Encompass Capital Advisors LLC 4.32% Add +238.5% 1,013,482 $100.9M
Nuveen Asset Management, LLC 0.03% Add +269.6% 1,004,371 $100.0M
JPMorgan Chase & Co. 0.01% Reduce -8.3% 984,719 $98.0M
Kopernik Global Investors, LLC 9.79% New 919,945 $91.6M
Sagefield Capital LP 8.94% Add +187.4% 827,610 $82.4M
Ceredex Value Advisors LLC 1.65% Reduce -30.2% 819,274 $81.6M
Amundi 0.03% Add +67.4% 777,846 $80.1M
Goldman Sachs Group Inc. 0.02% Add +150.4% 799,454 $79.6M
Cannell & Spears LLC 1.56% Add +10.6% 762,266 $75.9M
UBS Group AG 0.02% Add +274.1% 760,799 $75.7M
Principal Financial Group Inc. 0.04% Add +40.2% 672,068 $66.9M
Legal & General Group Plc 0.02% Add +26.3% 665,293 $66.2M
Janus Henderson Group PLC 0.03% Add +7.9% 662,381 $65.9M
EnCap Energy Capital Fund VIII, L.P. 37.69% New 643,621 $64.1M
Rhumbline Advisers 0.05% New 614,703 $61.2M
Swiss National Bank 0.04% Add +51.7% 576,956 $57.4M
Primecap Management Co. 0.04% New 574,518 $57.2M
Neuberger Berman Group LLC 0.04% Add +96.7% 538,564 $53.6M
Macquarie Group Ltd. 0.06% Add +13.4% 529,677 $52.7M
Waratah Capital Advisors Ltd. 2.88% Reduce -22.0% 517,195 $51.5M
Raymond James Financial Inc. 0.02% — 503,109 $50.1M
Merewether Investment Management, LP 1.99% New 499,891 $49.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +132.4% 476,120 $47.4M
Sourcerock Group LLC 3.31% Add +39.5% 467,571 $46.5M
Natixis Advisors, LLC 0.09% New 464,963 $46.3M
Retirement Systems of Alabama 0.17% Add +49.5% 457,436 $45.5M
Clearbridge Investments, LLC 0.04% Reduce -0.1% 439,314 $43.7M
Deprince Race & Zollo Inc. 0.86% Reduce -20.9% 436,176 $43.4M
EnCap Partners GP, LLC 11.26% New 435,857 $43.4M
Barclays PLC 0.02% Add +77.6% 427,405 $42.5M
Canoe Financial LP 0.69% Add +236.4% 427,600 $42.5M
Ninepoint Partners LP 6.33% New 400,000 $39.8M
Clough Capital Partners L P 4.50% Add +165.8% 394,728 $39.3M
California Public Employees Retirement System 0.03% Add +58.1% 392,209 $39.0M
Mercuria Capital Strategies, LLC 14.49% — 388,042 $38.6M
Schwartz Investment Counsel Inc. 1.37% No change 382,720 $38.1M
Alliancebernstein L.P. 0.01% Add +140.9% 380,851 $37.9M
TD Asset Management Inc 0.03% Add +34.5% 367,799 $36.6M
Vest Financial, LLC 0.65% Add +1.5% 367,303 $36.6M
Deutsche Bank AG 0.01% Add +90.5% 362,981 $36.1M
Two Creeks Capital Management, LP 2.11% New 347,105 $34.6M
Capital World Investors 0.00% Reduce -53.0% 326,367 $32.5M
Van Eck Associates Corp. 0.04% Add +58.2% 319,481 $31.8M
National Pension Service 0.03% New 317,200 $31.6M
Marshall Wace, LLP 0.04% Add +206.4% 300,324 $29.9M
Appaloosa 0.46% Add +78.8% 295,000 $29.4M
Levin Capital Strategies, L.P. 2.80% Reduce -9.5% 294,917 $29.4M
Wells Fargo & Company 0.01% Add +178.2% 288,223 $28.7M
Holocene Advisors, LP 0.09% New 280,308 $27.9M
Mackenzie Financial Corp. 0.04% Add +144.9% 276,295 $27.5M
California State Teachers Retirement System 0.03% Add +46.7% 244,956 $24.4M
Teachers Retirement System of the State of Kentucky 0.21% Add +189.5% 241,764 $24.1M
Corebridge Financial, Inc. 0.13% Add +80.2% 238,038 $23.7M
Patient Capital Management, LLC 1.09% Add +0.1% 236,911 $23.6M
Jennison Associates LLC 0.01% Add +18.6% 234,452 $23.3M
Tocqueville Asset Management L.P. 0.36% New 230,805 $23.0M
State of Wisconsin Investment Board 0.06% Add +51.4% 221,884 $22.1M
Russell Investments Group, Ltd. 0.03% Add +197.7% 218,701 $21.8M
HITE Hedge Asset Management LLC 1.52% New 207,337 $20.6M
Manufacturers Life Insurance Company, The 0.02% Add +71.0% 206,934 $20.6M
Wedge Capital Management L L P 0.36% Reduce -37.1% 200,147 $19.9M
State Board of Administration of Florida Retirement System 0.04% Add +73.6% 198,688 $19.8M
Royal Bank of Canada 0.00% Add +48.0% 187,540 $18.7M
LSP Investment Advisors, LLC 12.63% Add +36.0% 181,817 $18.1M
Danske Bank A/S 0.05% Add +28.1% 180,893 $18.0M
Pennant Investors, LP 5.32% New 180,000 $17.9M
Hodges Capital Management Inc. 1.06% Add +67.9% 178,500 $17.8M
CIBC Private Wealth Group LLC 0.03% Reduce -43.3% 167,566 $17.2M
Hancock Prospecting Pty Ltd 1.29% — 171,804 $17.1M
Bank of Montreal 0.01% Add +191.0% 170,609 $17.0M
New York State Teachers Retirement System 0.04% Add +114.9% 169,142 $16.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +5.0% 167,220 $16.6M
Korea Investment CORP 0.04% Add +354.0% 165,177 $16.4M
Van Lanschot Kempen Investment Management N.V. 0.16% Reduce -2.2% 160,816 $16.0M
STRS Ohio 0.06% New 160,180 $15.9M
Goodlander Investment Management, LLC 11.72% — 160,000 $15.9M
Allianz Asset Management GmbH 0.02% Add +1.5% 158,914 $15.8M
Great Lakes Advisors, LLC 0.14% New 158,863 $15.8M
Susquehanna Fundamental Investments, LLC 0.26% — 156,587 $15.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +9.2% 152,009 $15.2M
Mutual of America Capital Management LLC 0.16% Add +116.0% 146,616 $14.6M
Citigroup Inc. 0.01% Add +6.3% 136,495 $13.6M
Susquehanna International Group, LLP 0.02% Reduce -3.3% 131,959 $13.1M
Janney Capital Management LLC 0.82% Reduce -1.5% 125,150 $12.5M
ExodusPoint Capital Management, LP 0.13% New 124,925 $12.4M
Man Group plc 0.04% Add +145.7% 121,843 $12.1M
MetLife Investment Management, LLC 0.06% Add +104.9% 118,876 $11.8M
HSBC Holdings PLC 0.01% Add +17.4% 115,045 $11.5M
Employees Retirement System of Texas 0.11% No change 113,352 $11.3M
Victory Capital Management Inc. 0.01% Reduce -10.7% 112,427 $11.2M
Envestnet Asset Management Inc. 0.00% Add +121.1% 107,937 $10.7M
Public Employees Retirement System of Ohio 0.04% Add +35.4% 105,126 $10.5M
Goehring & Rozencwajg Associates, LLC 2.12% Reduce -3.1% 109,031 $10.3M
American Century Companies Inc. 0.01% Reduce -36.5% 102,358 $10.2M
New York State Common Retirement Fund 0.01% Add +53.5% 102,184 $10.2M
Treasurer of the State of North Carolina 0.04% Add +60.1% 101,449 $10.1M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +4.8% 100,943 $10.0M
Amalgamated Bank 0.08% Add +1.5% 100,889 $10.0M
Alta Fundamental Advisers LLC 3.74% No change 100,740 $10.0M
Long Focus Capital Management, LLC 0.76% No change 100,300 $10.0M
Picton Mahoney Asset Management 0.37% Add +12.4% 98,557 $9.8M
Jane Street Group, LLC 0.02% Add +6.6% 98,160 $9.8M
Bandera Partners LLC 3.60% No change 95,000 $9.5M
Pictet Asset Management Holding SA 0.01% Add +7.3% 94,309 $9.4M
Comerica Bank 0.04% Add +20.9% 93,228 $9.3M
State of Tennessee, Department of Treasury 0.03% Add +61.4% 92,659 $9.2M
River Road Asset Management, LLC 0.12% New 92,101 $9.2M
Twin Tree Management, LP 0.21% Add +36.7% 85,805 $8.5M
King Luther Capital Management Corp. 0.04% Add +2506.7% 84,717 $8.4M
Pennant Select, LLC 6.41% New 84,000 $8.4M
Easterly Investment Partners LLC 0.65% Reduce -12.9% 83,588 $8.3M
Police & Firemen's Retirement System of New Jersey 0.08% — 83,323 $8.3M
Cohen & Steers, Inc. 0.02% New 82,800 $8.2M
Stifel Financial Corp. 0.01% Reduce -12.0% 81,949 $8.2M
Lonestar Capital Management LLC 6.71% New 80,581 $8.0M
Sei Investments Co. 0.01% Add +211.7% 80,347 $8.0M
Pinnbrook Capital Management LP 2.79% New 79,825 $7.9M
Yousif Capital Management, LLC 0.09% Add +84.6% 78,428 $7.8M
Brigade Capital Management, LP 29.42% Add +1.6% 78,386 $7.8M
BNP Paribas Financial Markets 0.01% New 77,698 $7.7M
State of New Jersey Common Pension Fund D 0.03% Add +95.8% 76,726 $7.6M
OnyxPoint Global Management LP 3.96% No change 76,275 $7.6M
Wealth High Governance Capital Ltda 2.67% Add +49.3% 74,668 $7.4M
Concorde Financial Corp 4.40% Add +0.1% 74,294 $7.4M
Caxton Associates LP 0.23% Add +617.8% 73,038 $7.3M
Asset Management One Co., Ltd. 0.02% Add +88.1% 74,343 $7.2M
Empowered Funds, LLC 0.10% Reduce -13.3% 71,322 $7.1M
Rafferty Asset Management, LLC 0.02% Reduce -15.6% 69,705 $6.9M
Summit Financial, LLC 0.24% New 69,116 $6.9M
Adams Natural Resources Fund, Inc. 1.02% Add +17.3% 65,100 $6.5M
State of Michigan Retirement System 0.03% Add +107.4% 64,906 $6.5M
GF Fund Management Co. LTD. 0.14% — 63,144 $6.3M
L & S Advisors Inc 0.76% New 62,369 $6.2M
Hartree Partners, LP 2.30% Reduce -82.1% 61,938 $6.2M
Nicholas Investment Partners, LP 0.60% No change 61,500 $6.1M
LPL Financial LLC 0.00% Add +40.4% 60,699 $6.0M
Nomura Asset Management Co. Ltd. 0.02% Add +87.0% 60,338 $6.0M
Arizona State Retirement System 0.04% Add +85.8% 59,302 $5.9M
Resona Asset Management Co.,Ltd. 0.03% Add +4.4% 59,485 $5.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +160.9% 59,245 $5.9M
Louisiana State Employees Retirement System 0.11% Add +89.0% 58,404 $5.8M
Ensign Peak Advisors, Inc 0.01% Reduce -0.3% 58,106 $5.8M
Moore Capital Management, LP 0.12% Add +33.6% 57,627 $5.7M
Pinebridge Investments, L.P. 0.04% Add +225.7% 56,407 $5.6M
KLP Kapitalforvaltning As 0.03% — 55,932 $5.6M
Ameritas Investment Partners, Inc. 0.17% Add +55.5% 53,811 $5.4M
Hiddenite Capital Partners LP 3.85% Add +320.0% 52,500 $5.2M
Gotham Asset Management 0.05% Add +34.5% 52,273 $5.2M
Energy Income Partners, LLC 0.11% New 52,150 $5.2M
Interval Partners, LP 0.13% Reduce -53.7% 51,634 $5.1M
AQR Capital Management 0.01% Add +215.3% 51,562 $5.1M
Hood River Capital Management LLC 0.07% New 50,964 $5.1M
Woodstock Corp. 0.49% New 50,721 $5.0M
West Family Investments, Inc. 1.73% No change 50,000 $5.0M
Group One Trading LLC 0.17% New 49,528 $4.9M
Glenorchy Capital Ltd 3.52% Add +83.1% 49,294 $4.9M
SIR Capital Management, L.P. 0.50% Reduce -42.9% 48,500 $4.8M
US Bancorp \de 0.01% Add +859.6% 47,854 $4.8M
Nomura Holdings Inc. 0.03% Add +739.7% 47,838 $4.8M
Northwestern Mutual Investment Management Company, LLC 0.10% Add +2.3% 46,726 $4.7M
RR Advisors, LLC 1.19% No change 47,000 $4.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +88.8% 46,433 $4.6M
South Dakota Investment Council 0.09% Reduce -28.1% 46,156 $4.6M
BW Gestao de Investimentos Ltda. 0.21% New 45,332 $4.5M
Cinctive Capital Management LP 0.24% New 44,876 $4.5M
New Mexico Educational Retirement Board 0.14% Add +98.4% 43,250 $4.3M
Oregon Public Employees Retirement Fund 0.08% Add +73.1% 42,819 $4.3M
Storebrand Asset Management As 0.01% Add +53.2% 40,972 $4.1M
apricus wealth, LLC 2.55% Add +5.2% 39,410 $3.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +16.0% 39,104 $3.9M
DNB Asset Management AS 0.02% Add +95.8% 38,850 $3.9M
Utah Retirement Systems 0.04% Add +73.7% 38,215 $3.8M
Robeco Institutional Asset Management B.V. 0.01% Add +191.0% 37,952 $3.8M
Integrated Wealth Concepts LLC 0.04% Reduce -7.8% 37,608 $3.7M
Lighthouse Investment Partners, LLC 0.14% New 37,500 $3.7M
Menlo Advisors LLC 1.88% New 37,101 $3.7M
Delphi Financial Group, Inc. 1.97% No change 36,720 $3.7M
Hara Capital LLC 2.25% Reduce -15.1% 35,664 $3.6M
Cloverfields Capital Group, LP 1.14% Add +65.0% 35,487 $3.5M
Xponance LLC 0.03% Add +41.7% 35,091 $3.5M
Bayesian Capital Management, LP 0.42% Add +1164.0% 34,129 $3.4M
Alaska Permanent Fund Corp 0.05% New 33,432 $3.3M
Prospera Financial Services Inc 0.08% Reduce -4.5% 32,395 $3.2M
Jackson Hole Capital Partners, LLC 0.65% Add +8.1% 32,378 $3.2M
Romano Brothers and Company 0.40% No change 31,850 $3.2M
Pacer Advisors, Inc. 0.01% Add +89.6% 30,926 $3.1M
Crestline Management, L.P. 0.11% Add +17.1% 30,728 $3.1M
Captrust Financial Advisors 0.01% New 28,402 $2.8M
Creative Planning 0.00% Add +29.3% 28,092 $2.8M
IFM Investors Pty Ltd 0.03% Reduce -4.1% 27,822 $2.8M
Keeley-Teton Advisors, LLC 0.32% Reduce -7.1% 27,760 $2.8M
Schonfeld Strategic Advisors LLC 0.02% New 27,405 $2.7M
Fieldview Capital Management, LLC 0.41% — 26,601 $2.6M
First Dallas Securities Inc. 1.08% Add +7.5% 26,547 $2.6M
Mariner, LLC 0.00% Add +252.3% 26,526 $2.6M
Toronto Dominion Bank 0.01% Add +4.0% 26,467 $2.6M
Boothbay Fund Management, LLC 0.08% Add +30.3% 26,461 $2.6M
Bokf, NA 0.04% Add +4969.3% 25,549 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +68.9% 26,187 $2.6M
FORA Capital, LLC 0.29% New 25,272 $2.5M
Panagora Asset Management Inc. 0.01% Add +48.2% 25,047 $2.5M
State of Alaska, Department of Revenue 0.03% Add +23.1% 23,969 $2.4M
Brandes Investment Partners, LP 0.03% Reduce -61.1% 23,724 $2.4M
Cresset Asset Management, LLC 0.01% Add +6.5% 23,632 $2.4M
Nissay Asset Management Corp. /Japan 0.01% Add +81.8% 24,284 $2.3M
Gradient Investments LLC 0.05% New 22,659 $2.3M
Graham Capital Management, L.P. 0.11% New 22,499 $2.2M
Public Employees Retirement Association of Colorado 0.01% Add +86.1% 22,188 $2.2M
Daiwa Securities Group Inc. 0.01% Add +160.9% 21,949 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +6.9% 21,271 $2.1M
Orion Portfolio Solutions, LLC 0.02% Add +6.9% 21,271 $2.1M
Manning & Napier Advisors LLC 0.02% Reduce -39.3% 20,920 $2.1M
Independent Advisor Alliance 0.03% Add +174.7% 20,502 $2.0M
Federated Hermes, Inc. 0.00% Add +115.5% 20,181 $2.0M
Uhlmann Price Securities, LLC 1.50% Add +85.1% 20,012 $2.0M
GeoSphere Capital Management, LLC 2.00% Reduce -25.9% 20,000 $2.0M
Sig Brokerage, LP 0.93% — 19,964 $2.0M
Estate Counselors, LLC 0.21% No change 19,830 $2.0M
Nierenberg Investment Management Company, LLC 1.14% Add +7568.6% 19,555 $1.9M
Cetera Investment Advisers 0.00% Add +385.6% 19,243 $1.9M
iA Global Asset Management Inc. 0.03% New 19,000 $1.9M
Orca Wealth Management, LLC 1.70% — 18,960 $1.9M
Murphy Pohlad Asset Management LLC 0.81% No change 18,810 $1.9M
DC Investments Management, LLC 1.22% No change 18,706 $1.9M
AlphaCore Capital LLC 0.40% New 18,429 $1.8M
HighTower Advisors, LLC 0.00% Add +59.6% 18,309 $1.8M
Schroder Investment Management Group 0.00% Add +3.5% 18,186 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +117.9% 17,908 $1.8M
Janney Montgomery Scott LLC 0.00% Add +21.8% 17,750 $1.8M
Merit Financial Group, LLC 0.03% New 17,720 $1.8M
Elo Mutual Pension Insurance Co 0.04% New 17,577 $1.7M
Centiva Capital, LP 0.06% New 17,146 $1.7M
Pacific Global Investment Management Co. 2.19% Reduce -47.4% 17,077 $1.7M
NYL Investors LLC 0.16% No change 17,058 $1.7M
KBC Group NV 0.00% Add +139.8% 16,937 $1.7M
Guggenheim Capital LLC 0.01% Reduce -20.7% 16,256 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -94.3% 15,997 $1.6M
APG Asset Management N.V. 0.00% New 16,507 $1.6M
Securian Asset Management, Inc. 0.05% Add +83.2% 15,893 $1.6M
Balyasny Asset Management L.P. 0.00% Reduce -97.4% 15,661 $1.6M
MFG Wealth Management, Inc. 1.40% — 15,356 $1.5M
Arkadios Wealth Advisors 0.08% New 15,260 $1.5M
Vident Advisory, LLC 0.03% Reduce -29.2% 15,076 $1.5M
Ostrum Asset Management 0.13% Reduce -41.5% 15,016 $1.5M
Vanguard Personalized Indexing Management, LLC 0.02% New 14,935 $1.5M
Composition Wealth, LLC 0.03% New 14,865 $1.5M
Franklin Resources Inc. 0.00% Add +52.9% 14,785 $1.5M
Clear Harbor Asset Management, LLC 0.12% Add +1.8% 14,641 $1.5M
National Bank of Canada 0.00% Reduce -42.3% 17,409 $1.4M
TCW Group Inc. 0.01% New 14,358 $1.4M
First American Bank 0.10% New 14,290 $1.4M
Aft, Forsyth & Sober, LLC 0.45% No change 14,000 $1.4M
Sterling Capital Management LLC 0.02% New 13,707 $1.4M
Crossmark Global Holdings, Inc. 0.03% Add +70.3% 13,645 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +7429.4% 13,553 $1.3M
United Services Automobile Association 0.04% New 13,523 $1.3M
Tower Research Capital LLC (TRC) 0.03% Add +269.6% 13,458 $1.3M
Bryn Mawr Trust Advisors, LLC 0.07% New 13,446 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +162.1% 13,415 $1.3M
Gulf International Bank (UK) Ltd 0.03% Add +45.3% 13,102 $1.3M
Braun Stacey Associates Inc. 0.05% Reduce -5.8% 13,075 $1.3M
GTS Securities LLC 0.06% New 12,843 $1.3M
Gilder Gagnon Howe & Co. LLC 0.01% Reduce -2.1% 12,689 $1.3M
Union Bancaire Privee, UBP SA 0.02% — 13,692 $1.3M
Marathon Capital Management 0.32% New 12,606 $1.3M
Maryland State Retirement & Pension System 0.03% Add +67.0% 12,527 $1.2M
Walleye Capital LLC 0.01% Add +805.8% 12,183 $1.2M
Alden Global Capital LLC 1.17% No change 12,107 $1.2M
Arosa Capital Management LP 0.80% New 12,000 $1.2M
Aurora Investment Counsel 0.64% No change 11,710 $1.2M
QRG Capital Management, Inc. 0.01% Add +164.2% 11,630 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +74.1% 11,590 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -15.4% 11,168 $1.1M
CIBC Asset Management Inc 0.00% Add +201.5% 11,438 $1.1M
Ingalls & Snyder LLC 0.04% New 11,357 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -10.8% 11,308 $1.1M
Pathstone Holdings, LLC 0.01% Add +116.5% 11,295 $1.1M
Stephens Inc. 0.02% Add +45.2% 11,293 $1.1M
DAVENPORT & Co LLC 0.01% Add +9.3% 11,012 $1.1M
Exchange Traded Concepts, LLC 0.02% Add +4.6% 11,000 $1.1M
Erste Asset Management GmbH 0.01% New 11,300 $1.1M
Two Sigma Securities, LLC 0.20% New 10,828 $1.1M
Moran Wealth Management, LLC 0.03% New 10,733 $1.1M
Huber Capital Management LLC 0.21% Reduce -49.9% 10,690 $1.1M
Intech Investment Management LLC 0.01% No change 10,683 $1.1M
AAFMAA Wealth Management & Trust LLC 0.46% Reduce -20.1% 10,555 $1.1M
Pitcairn Co. 0.06% New 10,526 $1.0M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.78% New 10,470 $1.0M
PNC Financial Services Group, Inc. 0.00% Add +264.5% 10,322 $1.0M
First Eagle Investment Management, LLC 0.00% Add +1.0% 10,293 $1.0M
CVA Family Office, LLC 0.16% Add +0.6% 10,141 $1.0M
Nordea Investment Management AB 0.00% Add +60.8% 10,006 $998K
Mariner Investment Group LLC 0.20% New 10,000 $996K
Squarepoint Ops LLC 0.00% New 9,958 $991K
Sequent Asset Management, LLC 0.49% No change 9,934 $989K
ProShare Advisors LLC 0.00% Add +101.9% 9,832 $979K
Nisa Investment Advisors, LLC 0.00% Add +16817.2% 9,812 $977K
Prudential PLC 0.00% New 9,750 $971K
Corient Private Wealth LP 0.00% New 9,658 $962K
Townsquare Capital LLC 0.01% Add +79.7% 9,646 $960K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -67.2% 9,451 $941K
Tidal Investments LLC 0.01% Add +223.7% 9,423 $938K
Cibc World Markets Corp. 0.01% Reduce -28.3% 9,241 $920K
Quinn Opportunity Partners LLC 0.07% New 9,149 $911K
Salem Investment Counselors Inc. 0.03% Add +11.5% 9,231 $902K
Spirit of America Management Corp. 0.18% Add +16.8% 9,050 $901K
B. Metzler seel. Sohn & Co. AG 0.01% Add +250.9% 9,004 $896K
Fifth Third Wealth Advisors LLC 0.05% Add +172.1% 8,812 $877K
Penn Capital Management Company, LLC 0.08% Reduce -62.1% 8,677 $864K
Southport Management, L.L.C. 3.13% New 8,670 $863K
SevenBridge Financial Group, LLC 0.15% Reduce -1.9% 7,620 $806K
Cerity Partners LLC 0.00% Add +81.5% 8,470 $800K
Confluence Investment Management LLC 0.01% Reduce -2.3% 7,971 $794K
Mercer Global Advisors Inc. 0.00% Reduce -9.0% 7,921 $788K
Cidel Asset Management Inc. 0.05% New 7,881 $785K
O'shaughnessy Asset Management, LLC 0.01% Add +136.6% 7,829 $779K
Shelton Capital Management 0.02% Add +77.0% 7,793 $776K
M&T Bank Corp 0.00% Add +69.6% 7,710 $767K
Catalyst Funds Management Pty Ltd 0.19% New 7,601 $757K
Private Advisor Group, LLC 0.00% Add +7.8% 7,490 $746K
Avantax Advisory Services, Inc. 0.00% Reduce -24.2% 7,362 $733K
Mgo One Seven LLC 0.03% New 7,291 $726K
CENTRAL TRUST Co 0.02% Reduce -12.7% 7,267 $723K
Envestnet Portfolio Solutions, Inc. 0.00% New 7,250 $722K
Fox Run Management, L.L.C. 0.13% New 7,232 $720K
Swiss Life Asset Management Ltd 0.01% Add +87.3% 7,235 $719K
Avior Wealth Management, LLC 0.03% Add +42.8% 7,138 $711K
iSAM Funds (UK) Ltd 0.52% Add +3.6% 7,042 $701K
Advisory Services Network, LLC 0.01% Add +4.6% 6,859 $683K
Recurrent Investment Advisors LLC 0.06% New 6,797 $677K
Worldquant Millennium Advisors LLC 0.00% Reduce -97.9% 6,707 $668K
Hazlett, Burt & Watson, Inc. 0.29% No change 6,610 $659K
Jefferies Financial Group Inc. 0.01% Reduce -27.3% 6,600 $657K
X-Square Capital, LLC 0.27% Add +0.0% 6,562 $653K
CWA Asset Management Group, LLC 0.03% Add +38.2% 6,510 $648K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +33.3% 6,240 $621K
Osaic Holdings, Inc. 0.00% Add +100.5% 6,232 $621K
Shell Asset Management Co. 0.03% New 6,205 $618K
Allstate Corp. 0.02% New 6,133 $611K
Credit Agricole S A 0.00% Add +95.5% 6,008 $598K
DekaBank Deutsche Girozentrale 0.00% No change 6,122 $582K
Oak Grove Capital LLC 0.11% New 5,743 $572K
Wedmont Private Capital 0.03% Add +7.9% 5,581 $570K
E Fund Management Co., Ltd. 0.03% New 5,707 $568K
Verition Fund Management LLC 0.00% Reduce -98.1% 5,700 $567K
Aptus Capital Advisors, LLC 0.01% New 5,468 $544K
Sanders Morris Harris LLC 0.08% New 5,555 $537K
Applied Finance Capital Management, LLC 0.02% Add +72.5% 5,359 $533K
M&G PLC 0.00% No change 5,301 $530K
OMERS ADMINISTRATION Corp 0.00% Add +37.3% 5,304 $528K
Guidance Capital, Inc. 0.16% Reduce -8.6% 4,845 $514K
Evercore Wealth Management, LLC 0.01% New 5,035 $501K
Choreo, LLC 0.01% Add +27.8% 5,000 $499K
Clayton Partners LLC 0.34% New 5,000 $498K
Intellectus Partners, LLC 0.11% New 4,997 $497K
Hardin Capital Partners, LLC 0.29% Reduce -1.1% 4,887 $487K
Profund Advisors LLC 0.02% Reduce -8.1% 4,809 $479K
Pekin Hardy Strauss, Inc. 0.06% New 4,788 $477K
Evergreen Capital Management LLC 0.02% New 4,691 $467K
Kestra Advisory Services, LLC 0.00% New 4,686 $466K
Entropy Technologies, LP 0.05% New 4,624 $460K
Ausbil Investment Management Ltd 0.27% Reduce -52.6% 4,500 $450K
Beacon Pointe Advisors, LLC 0.01% Add +4.7% 4,493 $447K
NewEdge Advisors, LLC 0.00% Add +1610.6% 4,345 $432K
Ossiam 0.01% Reduce -5.7% 4,107 $409K
Quantinno Capital Management LP 0.00% New 4,100 $408K
Forum Financial Management, LP 0.01% Add +51.9% 4,026 $401K
Doliver Advisors, LP 0.11% New 4,013 $399K
Hennessy Advisors Inc. 0.01% New 4,000 $398K
Mediolanum International Funds Ltd 0.01% New 3,990 $397K
Jupiter Asset Management Ltd. 0.00% New 3,974 $396K
Thompson Siegel & Walmsley LLC 0.01% Reduce -1.4% 3,967 $395K
Apollon Wealth Management, LLC 0.01% Add +19.5% 3,964 $395K
Oxbow Advisors, LLC 0.05% New 3,917 $390K
Oak Thistle LLC 0.12% New 3,911 $389K
UniSuper Management Pty Ltd 0.00% Add +30.0% 3,900 $388K
Citizens National Bank Trust Department 0.08% Reduce -4.1% 3,885 $387K
Wolverine Trading, LLC 0.01% New 3,872 $387K
Truist Financial Corp. 0.00% Add +29.4% 3,752 $374K
&partners 0.00% New 3,719 $372K
MML Investors Services, LLC 0.00% Add +46.3% 3,622 $361K
Americana Partners, LLC 0.01% New 3,524 $351K
Greenleaf Trust 0.00% New 3,521 $351K
Baldwin Investment Management, LLC 0.04% Reduce -4.1% 3,468 $345K
Bank of Nova Scotia 0.00% New 3,440 $342K
Wilmington Savings Fund Society, FSB 0.01% Reduce -0.2% 3,360 $334K
Blair William & Co. 0.00% Add +26.6% 3,353 $334K
Bleakley Financial Group, LLC 0.01% New 3,332 $332K
TD Waterhouse Canada Inc. 0.00% Add +17.1% 3,319 $330K
Hohimer Wealth Management, LLC 0.06% No change 3,315 $330K
Sage Rhino Capital LLC 0.07% New 3,307 $329K
Inspire Investing, LLC 0.04% Reduce -62.6% 3,142 $313K
NorthCoast Asset Management LLC 0.00% Add +25.5% 3,137 $312K
Icon Wealth Advisors, LLC 0.03% New 3,120 $311K
Dark Forest Capital Management LP 0.05% New 3,088 $307K
SG Americas Securities, LLC 0.00% Reduce -92.9% 3,084 $307K
Oak Harvest Investment Services 0.04% New 3,074 $306K
Farther Finance Advisors, LLC 0.01% Add +53.1% 3,071 $306K
Wealthcare Advisory Partners LLC 0.01% New 3,053 $304K
NJ State Employees Deferred Compensation Plan 0.04% New 3,034 $302K
First Citizens Bank & Trust Co. 0.01% Add +5.7% 3,021 $301K
Stratos Wealth Partners, LTD. 0.00% Reduce -2.7% 2,911 $290K
Wedbush Securities Inc. 0.01% Reduce -36.0% 2,900 $289K
Metis Global Partners, LLC 0.01% New 2,857 $284K
HB Wealth Management, LLC 0.00% New 2,843 $283K
Cwm, LLC 0.00% Add +145.8% 2,824 $281K
Washburn Capital Management, Inc. 0.17% New 2,800 $279K
Focus Partners Advisor Solutions, LLC 0.00% New 2,725 $271K
Terril Brothers, Inc. 0.08% No change 2,700 $269K
Savant Capital, LLC 0.00% New 2,699 $269K
Compound Planning, Inc. 0.01% New 2,551 $254K
Chickasaw Capital Management LLC 0.01% Add +1.4% 2,534 $252K
Moody Aldrich Partners LLC 0.05% New 2,514 $250K
Trust Point Inc. 0.02% New 2,510 $250K
Prelude Capital Management, LLC 0.02% Reduce -19.8% 2,489 $248K
Thoroughbred Financial Services, LLC 0.01% New 2,475 $246K
Oakworth Capital, Inc. 0.02% New 2,435 $242K
E&G Advisors, LLC 0.07% New 2,423 $241K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 2,943 $240K
Northwest & Ethical Investments L.P. 0.01% Add +9.1% 2,400 $239K
Portfolio Design Labs, LLC 0.05% New 2,390 $238K
Moors & Cabot, Inc. 0.01% New 2,389 $238K
Vestcor Inc 0.01% No change 2,375 $236K
McGowan Group Asset Management, Inc. 0.03% New 2,367 $236K
Corsair Capital Management, L.P. 0.05% New 2,362 $235K
Cim Investment Management Inc. 0.07% New 2,320 $231K
Bartlett & Co. Wealth Management LLC 0.00% Add +54.6% 2,312 $230K
Ritholtz Wealth Management 0.01% New 2,299 $229K
Pinnacle Wealth Management Group, Inc. 0.14% Reduce -14.8% 2,283 $227K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 2,285 $227K
Transcend Capital Advisors, LLC 0.02% New 2,272 $226K
Essex Bank 0.06% New 2,270 $226K
Signaturefd, LLC 0.00% Add +80.6% 2,249 $224K
Cigna Investments Inc. 0.04% New 2,217 $221K
Bayforest Capital Ltd 0.28% — 2,218 $221K
Horizon Kinetics Asset Management LLC 0.00% New 2,203 $219K
Sequoia Financial Advisors, LLC 0.00% New 2,179 $217K
Phillips Wealth Planners LLC 0.21% New 2,093 $214K
Quadrant Capital Group LLC 0.01% Add +223.1% 2,139 $213K
Banco BTG Pactual S.A. 0.05% New 2,100 $213K
Moody LYNN Lieberson & Walker, LLC 0.01% New 2,125 $212K
Wetzel Investment Advisors, Inc. 0.11% New 2,115 $211K
Florida Financial Advisors, LLC 0.09% Reduce -13.8% 2,098 $209K
Coldstream Capital Management Inc. 0.00% New 2,093 $208K
Teza Capital Management LLC 0.03% Reduce -87.9% 2,063 $205K
Ironwood Investment Management LLC 0.10% New 2,042 $203K
Pingora Partners LLC 0.13% New 2,013 $200K
GAMMA Investing LLC 0.02% Add +394.2% 1,967 $196K
Cherry Tree Wealth Management, LLC 0.05% New 1,895 $189K
Blue Trust, Inc. 0.00% Reduce -59.0% 1,788 $178K
Huntington National Bank 0.00% Add +125.4% 1,738 $173K
Parallel Advisors, LLC 0.00% Add +91.9% 1,537 $153K
Fifth Third Bancorp 0.00% Add +167.0% 1,495 $149K
Northwestern Mutual Wealth Management Co. 0.00% Add +37.7% 1,443 $144K
Mirae Asset Global Investments Co., Ltd. 0.00% New 1,446 $143K
IFP Advisors, Inc 0.00% Add +273.1% 1,403 $140K
Lazard Asset Management LLC 0.00% Reduce -67.8% 1,266 $126K
Solstein Capital, LLC 0.07% No change 1,214 $121K
Truvestments Capital LLC 0.03% New 1,167 $116K
Jones Financial Companies LLLP 0.00% Add +96.6% 1,156 $115K
Principal Securities, Inc. 0.00% Add +266.4% 993 $99K
EverSource Wealth Advisors, LLC 0.01% Add +476.2% 991 $99K
UMB Bank, n.a. 0.00% Add +245.3% 953 $95K
Lindbrook Capital, LLC 0.01% Add +194.3% 924 $92K
Caldwell Sutter Capital, Inc. 0.04% No change 900 $90K
SBI Securities Co., Ltd. 0.00% — 891 $89K
Larson Financial Group LLC 0.00% Add +149.7% 864 $86K
Payden & Rygel 0.01% New 853 $85K
R Squared Ltd 0.08% — 850 $85K
Transamerica Financial Advisors, LLC 0.01% Reduce -8.2% 796 $80K
WASHINGTON TRUST Co 0.00% Add +3.1% 773 $77K
TD Private Client Wealth LLC 0.00% New 756 $75K
Global Retirement Partners, LLC 0.00% Add +6.5% 733 $73K
Caitlin John, LLC 0.05% Reduce -12.3% 708 $70K
E Fund Management (Hong Kong) Co., Ltd. 0.06% New 707 $70K
Chilton Capital Management LLC 0.00% Add +3009.5% 653 $65K
Geneos Wealth Management Inc. 0.00% Add +2.2% 653 $65K
Bessemer Group Inc. 0.00% Add +355.9% 652 $65K
MassMutual Private Wealth & Trust, FSB 0.00% Add +269.1% 646 $64K
Parkside Financial Bank & Trust 0.01% Add +209.2% 637 $63K
CI Investments Inc. 0.00% Reduce -68.4% 628 $63K
Optiver Holding B.V. 0.00% New 628 $63K
Federation des caisses Desjardins du Quebec 0.00% Reduce -19.6% 623 $62K
Caitong International Asset Management Co., Ltd 0.06% — 576 $57K
GeoWealth Management, LLC 0.00% New 572 $57K
Piscataqua Savings Bank 0.04% New 520 $52K
Brooklyn Investment Group 0.02% Add +1610.0% 513 $51K
Future Financial Wealth Managment LLC 0.04% Reduce -65.5% 500 $50K
Adirondack Trust Co. 0.02% No change 500 $50K
Westside Investment Management, Inc. 0.01% Reduce -3.9% 500 $50K
Allworth Financial LP 0.00% Add +91.6% 454 $49K
Quarry LP 0.01% New 475 $47K
Mendota Financial Group, LLC 0.03% Reduce -0.2% 470 $47K
Summer Road LLC 0.04% New 450 $45K
Wintrust Investments LLC 0.04% Add +6.2% 444 $44K
Pinnacle Holdings, LLC 0.02% New 392 $39K
Smartleaf Asset Management LLC 0.00% Add +268.3% 383 $38K
Key Financial Inc 0.01% New 355 $35K
Islay Capital Management, LLC 0.02% New 353 $35K
Leonteq Securities AG 0.00% Reduce -51.8% 328 $33K
Peoples Bank 0.02% No change 300 $30K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 300 $30K
Allspring Global Investments Holdings, LLC 0.00% Add +292.0% 294 $29K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +15.3% 287 $29K
Rise Advisors, LLC 0.01% New 286 $28K
Deseret Mutual Benefit Administrators 0.01% Add +29.1% 284 $28K
Investors Research Corp 0.01% New 284 $28K
First Horizon Advisors, Inc. 0.00% Reduce -7.2% 282 $28K
Concourse Financial Group Securities, Inc. 0.00% Add +7.8% 262 $28K
MAI Capital Management 0.00% New 281 $28K
Princeton Global Asset Management LLC 0.01% No change 275 $27K
Pinney & Scofield, Inc. 0.02% — 260 $26K
Arax Advisory Partners 0.00% Add +200.0% 234 $23K
Criterion Capital Advisors, LLC 0.01% No change 280 $23K
Lee Danner & Bass Inc. 0.00% New 215 $21K
Hexagon Capital Partners LLC 0.00% Add +190.4% 212 $21K
Red Tortoise LLC 0.01% New 202 $20K
Founders Capital Management 0.01% New 200 $20K
Bangor Savings Bank 0.00% No change 200 $20K
Covestor Ltd 0.01% Reduce -52.5% 195 $19K
GW&K Investment Management, LLC 0.00% New 180 $18K
TCTC Holdings, LLC 0.00% New 180 $18K
Interchange Capital Partners, LLC 0.01% New 178 $18K
CBIZ Investment Advisory Services, LLC 0.00% New 173 $17K
Bell Investment Advisors, Inc 0.00% Add +472.4% 166 $17K
Anchor Investment Management, LLC 0.00% Add +36.4% 165 $16K
Hemington Wealth Management 0.00% Add +67.7% 166 $16K
Private Trust Co. NA 0.00% Add +27.0% 160 $16K
Aventura Private Wealth, LLC 0.01% — 154 $15K
Private Wealth Management Group, LLC 0.01% Add +257.1% 150 $15K
Indiana Trust & Investment Management Co 0.01% No change 150 $15K
Versant Capital Management, Inc 0.00% Add +410.7% 143 $14K
Harbour Investments, Inc. 0.00% Add +55.6% 140 $14K
JFS Wealth Advisors, LLC 0.00% Add +57.0% 135 $13K
Capital Advisors, Ltd. LLC 0.00% New 127 $13K
Peregrine Capital Management LLC 0.00% New 129 $13K
GHP Investment Advisors, Inc. 0.00% New 126 $13K
Millstone Evans Group, LLC 0.01% — 113 $11K
Colonial Trust Advisors 0.00% Add +105.5% 113 $11K
Financial Management Professionals, Inc. 0.00% Add +10.0% 110 $11K
Oliver Lagore Vanvalin Investment Group 0.00% No change 105 $10K
Amitell Capital Pte Ltd 0.01% No change 87 $9K
Costello Asset Management, INC 0.01% New 86 $9K
Peoples Financial Services Corp. 0.00% New 86 $9K
TFC Financial Management, Inc. 0.00% Add +8200.0% 83 $8K
Farmers & Merchants Investments Inc. 0.00% Add +95.2% 82 $8K
LGT Financial Advisors LLC 0.02% New 80 $8K
Tanglewood Legacy Advisors, LLC 0.00% No change 74 $7K
First United Bank & Trust 0.00% Add +21.7% 73 $7K
North Star Investment Management Corp. 0.00% New 69 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 67 $7K
Atlas Capital Advisors Inc. 0.00% New 58 $6K
WealthCollab, LLC 0.00% New 58 $6K
Painted Porch Advisors LLC 0.00% New 56 $6K
Johnson Financial Group, Inc. 0.00% New 52 $5K
Tradewinds Capital Management, LLC 0.00% No change 51 $5K
Bruce G. Allen Investments, LLC 0.00% Add +113.6% 47 $5K
Armstrong Advisory Group, Inc. 0.00% New 43 $4K
Oarsman Capital, Inc. 0.00% New 40 $4K
SJS Investment Consulting Inc. 0.00% Add +70.0% 34 $3K
Assetmark, Inc. 0.00% New 34 $3K
Putney Financial Group LLC 0.00% — 33 $3K
WR Wealth Planners, LLC 0.00% New 33 $3K
Prestige Wealth Management Group LLC 0.00% New 32 $3K
Stonebridge Financial Group, LLC 0.00% — 32 $3K
AdvisorNet Financial, Inc 0.00% Reduce -72.3% 31 $3K
Spire Wealth Management 0.00% Reduce -87.6% 28 $3K
Venturi Wealth Management, LLC 0.00% New 26 $3K
Asset Planning,Inc 0.00% — 26 $3K
Rakuten Securities, Inc. 0.00% New 25 $2K
LMR Partners LLP 0.00% Reduce -99.8% 25 $2K
Olistico Wealth, LLC 0.00% No change 24 $2K
Tortoise Investment Management, LLC 0.00% New 21 $2K
NewSquare Capital LLC 0.00% New 19 $2K
Dunhill Financial, LLC 0.00% New 18 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 18 $2K
Quent Capital, LLC 0.00% New 14 $1K
HHM Wealth Advisors, LLC 0.00% New 13 $1K
Global Financial Private Client, LLC 0.00% New 13 $1K
Rothschild Investment LLC 0.00% Add +18.2% 13 $1K
Sierra Ocean, LLC 0.00% — 12 $1K
Lanark Financial, Inc. 0.10% — 11 $1K
Principia Wealth Advisory, LLC 0.00% — 11 $1K
CoreCap Advisors, LLC 0.00% Reduce -31.3% 11 $1K
Avion Wealth 0.00% New 14 $1K
Riverview Trust Co 0.00% New 9 $896
True Wealth Design, LLC 0.00% Add +12.5% 9 $896
MV Capital Management, Inc. 0.00% Add +60.0% 8 $797
Talon Private Wealth, LLC 0.00% New 8 $796
Cullen/Frost Bankers, Inc. 0.00% Reduce -97.7% 7 $697
Cornerstone Planning Group LLC 0.00% New 5 $507
Parkworth Wealth Management, Inc. 0.00% — 5 $498
WealthTrak Capital Management LLC 0.00% — 5 $498
Carolinas Wealth Consulting LLC 0.00% New 5 $498
Valued Wealth Advisors LLC 0.00% No change 4 $401
WPG Advisers, LLC 0.00% — 4 $398
Activest Wealth Management 0.00% New 4 $398
Whipplewood Advisors, LLC 0.00% — 3 $299
Godsey & Gibb, Inc. 0.00% New 3 $299
Transce3nd, LLC 0.00% — 2 $199
Mather Group, Llc. 0.00% No change 2 $199
Canada Pension Plan Investment Board 0.00% New 1 $100
Hantz Financial Services, Inc. 0.00% Reduce -42.9% 4 $0

"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.