Expand EnergyEXE
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 200 | $1.5B |
| Exits | 43 | $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.