Expand EnergyEXE

13F holders, Q1 2025 (March 31)
736holders +95
153new positions
57sold out
10famous investors
$111.29avg. 13F price*

At the end of Q1 2025, 736 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, up 95 from Q4 2024. 153 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.1B) and State Street Corp. ($1.4B). 10 famous investors held it, including Howard Marks (15.4% of Oaktree Capital Management's portfolio), Stanley Druckenmiller (0.4% of Duquesne Family Office's portfolio) and Ken Griffin (0.3% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions153$791.0M
Exits57$343.6M

All 13F filers, Q4 2024 → Q1 2025: 36,847,791 shares bought and 40,868,186 shares sold, net −4,020,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 736 holders

Vanguard Group Inc. 0.05% Add +16.9% 26,707,090 $3.0B
BlackRock, Inc. 0.04% Reduce -19.9% 18,598,294 $2.1B
State Street Corp. 0.06% Add +56.2% 12,289,413 $1.4B
T. Rowe Price Associates Inc. 0.16% Reduce -16.5% 11,776,233 $1.3B
Capital Research Global Investors 0.23% Reduce -9.5% 9,391,834 $1.0B
T. Rowe Price Investment Management, Inc. 0.46% Reduce -39.2% 6,304,620 $701.8M
Blackstone Inc. 2.79% Reduce -44.7% 5,708,333 $635.5M
Geode Capital Management, LLC 0.05% Add +34.7% 5,641,950 $626.2M
Wellington Management Group LLP 0.12% Add +9.4% 5,606,203 $624.1M
Oaktree Capital Management 15.37% Reduce -19.8% 5,562,364 $619.2M
Massachusetts Financial Services Co. 0.17% Add +24.3% 4,656,199 $518.3M
Invesco Ltd. 0.08% Add +57.5% 3,893,555 $433.4M
1832 Asset Management L.P. 0.79% Reduce -7.3% 3,721,573 $414.3M
Agf Management Ltd. 2.15% Add +83.5% 3,633,766 $404.5M
Dimensional Fund Advisors LP 0.09% Reduce -47.5% 3,415,177 $380.2M
Kimmeridge Energy Management Company, LLC 28.93% Reduce -49.6% 3,184,612 $354.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +27.9% 3,069,603 $341.7M
Bank of New York Mellon Corp 0.06% Reduce -8.0% 2,934,513 $326.7M
Disciplined Growth Investors Inc. 6.17% Reduce -2.1% 2,679,629 $298.3M
Citadel Advisors 0.28% Add +37.4% 2,557,265 $284.7M
FMR LLC 0.02% Reduce -52.7% 2,528,166 $281.4M
Bank of America Corp. 0.02% Add +11.9% 2,150,923 $239.4M
Glendon Capital Management LP 13.77% Reduce -0.5% 2,132,354 $237.3M
Voya Investment Management LLC 0.31% Reduce -3.1% 2,107,486 $234.5M
Thrivent Financial for Lutherans 0.53% Reduce -31.1% 2,102,976 $234.1M
Morgan Stanley 0.02% Add +27.5% 2,089,987 $232.7M
Charles Schwab Investment Management Inc. 0.04% Add +36.4% 2,014,921 $224.3M
Northern Trust Corp. 0.03% Reduce -2.4% 1,913,477 $213.0M
Millennium Management 0.21% Add +77.3% 1,854,791 $206.5M
Castle Hook Partners LP 5.06% Add +56.4% 1,728,815 $192.5M
Goldman Sachs Group Inc. 0.03% Add +80.6% 1,443,773 $160.7M
Lord, Abbett & Co. LLC 0.57% Reduce -19.4% 1,378,149 $153.4M
Ameriprise Financial Inc. 0.04% Reduce -11.6% 1,198,586 $134.2M
Slate Path Capital LP 2.34% Add +2.5% 1,161,814 $129.3M
Vaughan Nelson Investment Management, L.P. 1.27% Add +5.9% 1,141,202 $127.0M
First Trust Advisors LP 0.11% Reduce -72.0% 1,113,552 $124.0M
Squarepoint Ops LLC 0.30% Add +10895.9% 1,094,969 $121.9M
JPMorgan Chase & Co. 0.01% Add +10.0% 1,082,864 $120.5M
UBS Group AG 0.03% Add +39.4% 1,060,358 $118.0M
Worldquant Millennium Advisors LLC 0.73% Add +15476.2% 1,044,698 $116.3M
Prudential Financial Inc. 0.16% Reduce -26.9% 1,030,471 $114.7M
Zurich Insurance Group Ltd 0.88% New 979,029 $109.0M
Stephens Investment Management Group LLC 1.56% Reduce -5.5% 970,607 $108.0M
Legal & General Group Plc 0.03% Add +41.3% 940,339 $104.7M
Balyasny Asset Management L.P. 0.25% Add +5464.3% 871,421 $97.0M
Two Sigma Investments, LP 0.22% New 868,136 $96.6M
Encompass Capital Advisors LLC 3.71% Reduce -14.4% 867,599 $96.6M
Kopernik Global Investors, LLC 9.98% Reduce -6.0% 864,487 $96.2M
Two Sigma Advisers, LP 0.20% New 812,260 $90.4M
Ninepoint Partners LP 15.64% Add +100.0% 800,000 $89.1M
Deutsche Bank AG 0.03% Add +109.2% 759,311 $84.5M
Nuveen, LLC 0.03% — 749,650 $83.5M
Amundi 0.03% Reduce -3.1% 753,600 $83.3M
Sagefield Capital LP 9.90% Reduce -10.9% 737,728 $82.1M
Canoe Financial LP 1.27% Add +71.0% 731,000 $79.0M
Neuberger Berman Group LLC 0.06% Add +23.6% 665,938 $74.1M
Merewether Investment Management, LP 2.69% Add +33.0% 664,682 $74.0M
Cannell & Spears LLC 1.47% Reduce -19.5% 613,838 $68.3M
Swiss National Bank 0.05% Add +1.7% 586,656 $65.3M
Janus Henderson Group PLC 0.04% Reduce -12.0% 582,630 $64.6M
Macquarie Group Ltd. 0.08% Add +5.4% 558,486 $62.2M
Primecap Management Co. 0.05% Reduce -4.1% 550,741 $61.3M
Ceredex Value Advisors LLC 1.34% Reduce -32.8% 550,196 $61.2M
Barclays PLC 0.03% Add +28.0% 547,238 $60.9M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +14.6% 545,477 $60.7M
Jennison Associates LLC 0.04% Add +121.1% 518,272 $57.7M
Renaissance Technologies 0.09% New 507,330 $56.5M
Natixis Advisors, LLC 0.10% Add +4.0% 483,457 $53.8M
HITE Hedge Asset Management LLC 3.23% Add +125.5% 467,563 $52.0M
Raymond James Financial Inc. 0.02% Reduce -10.5% 450,245 $50.1M
BNP Paribas Financial Markets 0.04% Add +466.9% 440,433 $49.0M
Clearbridge Investments, LLC 0.04% Reduce -0.1% 439,116 $48.9M
Point72 Asset Management 0.14% New 422,418 $47.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +177.8% 422,277 $47.0M
Principal Financial Group Inc. 0.03% Reduce -37.4% 420,508 $46.8M
American Century Companies Inc. 0.03% Add +308.5% 418,142 $46.5M
Woodline Partners LP 0.30% New 409,346 $45.6M
TD Asset Management Inc 0.04% Add +10.9% 407,865 $45.4M
Two Creeks Capital Management, LP 2.87% Add +16.4% 403,995 $45.0M
Nomura Holdings Inc. 0.24% Add +738.5% 401,139 $44.7M
Rhumbline Advisers 0.04% Reduce -36.3% 391,593 $43.6M
Citigroup Inc. 0.03% Add +184.1% 387,823 $43.2M
Mackenzie Financial Corp. 0.06% Add +38.5% 382,540 $42.6M
Deprince Race & Zollo Inc. 0.88% Reduce -13.1% 379,187 $42.2M
California Public Employees Retirement System 0.03% Reduce -4.2% 375,763 $41.8M
Royal Bank of Canada 0.01% Add +99.7% 374,468 $41.7M
Schwartz Investment Counsel Inc. 1.42% Reduce -3.2% 370,420 $41.2M
Wells Fargo & Company 0.01% Add +24.2% 358,002 $39.9M
Russell Investments Group, Ltd. 0.05% Add +63.5% 357,674 $39.8M
HSBC Holdings PLC 0.02% Add +184.3% 327,059 $36.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.26% — 320,200 $35.6M
Mercuria Capital Strategies, LLC 42.73% Reduce -18.3% 316,949 $35.3M
Jain Global LLC 0.71% New 305,575 $34.0M
National Pension Service 0.03% Reduce -6.4% 296,942 $33.1M
Bank of Montreal 0.02% Add +66.5% 284,038 $31.6M
Alliancebernstein L.P. 0.01% Reduce -27.1% 277,690 $30.9M
Capital World Investors 0.01% Reduce -16.0% 274,107 $30.5M
Van Eck Associates Corp. 0.04% Reduce -17.0% 265,235 $29.5M
Clough Capital Partners L P 3.65% Reduce -34.3% 259,502 $28.9M
Teachers Retirement System of the State of Kentucky 0.26% Add +5.1% 254,164 $28.3M
Retirement Systems of Alabama 0.11% Reduce -44.8% 252,691 $28.1M
Great Lakes Advisors, LLC 0.25% Add +58.9% 252,479 $27.9M
California State Teachers Retirement System 0.03% Add +1.3% 248,246 $27.6M
Tocqueville Asset Management L.P. 0.42% Add +0.1% 231,005 $25.7M
State of Wisconsin Investment Board 0.06% Add +0.8% 223,658 $24.9M
Jump Financial, LLC 0.37% New 214,604 $23.9M
Verition Fund Management LLC 0.14% Add +3588.9% 210,269 $23.4M
Tudor Investment Corporation 0.20% New 205,995 $22.9M
Cubist Systematic Strategies, LLC 0.30% New 202,625 $22.6M
State Board of Administration of Florida Retirement System 0.04% No change 198,688 $22.1M
Susquehanna Fundamental Investments, LLC 0.37% Add +26.6% 198,206 $22.1M
Waratah Capital Advisors Ltd. 1.46% Reduce -62.7% 193,000 $21.5M
LSP Investment Advisors, LLC 17.39% No change 181,817 $20.2M
Pennant Investors, LP 6.03% No change 180,000 $20.0M
Manufacturers Life Insurance Company, The 0.02% Reduce -13.1% 179,842 $20.0M
Gotham Asset Management 0.16% Add +238.4% 176,881 $19.7M
Levin Capital Strategies, L.P. 2.05% Reduce -41.1% 173,648 $19.3M
Korea Investment CORP 0.05% Add +4.2% 172,174 $19.2M
National Bank of Canada 0.02% Add +911.8% 176,149 $19.1M
Hancock Prospecting Pty Ltd 0.76% No change 171,804 $19.1M
SG Americas Securities, LLC 0.06% Add +5369.4% 168,677 $18.8M
Danske Bank A/S 0.06% Reduce -8.7% 165,108 $18.4M
STRS Ohio 0.08% Add +0.6% 161,073 $17.9M
Van Lanschot Kempen Investment Management N.V. 0.19% No change 160,816 $17.9M
Qube Research & Technologies Ltd 0.03% New 153,996 $17.1M
Man Group plc 0.05% Add +20.2% 146,431 $16.3M
New York State Teachers Retirement System 0.04% Reduce -14.7% 144,371 $16.1M
Marshall Wace, LLP 0.02% Reduce -52.9% 141,439 $15.7M
King Luther Capital Management Corp. 0.07% Add +66.8% 141,324 $15.7M
SIR Capital Management, L.P. 1.37% Add +189.5% 140,400 $15.6M
Hartree Partners, LP 5.61% Add +124.3% 138,923 $15.5M
D. E. Shaw & Co. 0.02% New 136,201 $15.2M
Allianz Asset Management GmbH 0.02% Reduce -17.0% 131,901 $14.7M
Envestnet Asset Management Inc. 0.00% Add +12.3% 121,210 $13.5M
Janney Capital Management LLC 0.91% Reduce -5.0% 118,873 $13.2M
CIBC Private Wealth Group LLC 0.03% Reduce -22.0% 130,725 $13.1M
Hodges Capital Management Inc. 1.29% Reduce -35.0% 116,075 $12.9M
Employees Retirement System of Texas 0.14% No change 113,352 $12.6M
Chevy Chase Trust Holdings, LLC 0.04% New 110,292 $12.3M
Adams Natural Resources Fund, Inc. 1.80% Add +69.1% 110,100 $12.3M
Goehring & Rozencwajg Associates, LLC 2.21% Add +2.5% 111,704 $12.2M
Jane Street Group, LLC 0.02% Add +10.8% 108,776 $12.1M
Victory Capital Management Inc. 0.01% Reduce -3.7% 108,269 $12.1M
Public Employees Retirement System of Ohio 0.04% Add +1.7% 106,903 $11.9M
Treasurer of the State of North Carolina 0.05% Add +4.1% 105,569 $11.8M
Vest Financial, LLC 0.18% Reduce -71.4% 104,942 $11.7M
Picton Mahoney Asset Management 0.40% Add +6.0% 104,518 $11.6M
Quantbot Technologies LP 0.36% New 102,418 $11.4M
New York State Common Retirement Fund 0.02% Reduce -0.5% 101,684 $11.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -2.1% 98,841 $11.0M
Duquesne Family Office 0.36% New 97,700 $10.9M
Bandera Partners LLC 3.81% No change 95,000 $10.6M
Rafferty Asset Management, LLC 0.04% Add +33.8% 93,264 $10.4M
Cohen & Steers, Inc. 0.02% Add +10.9% 91,795 $10.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +52.7% 90,459 $10.1M
Goodlander Investment Management, LLC 8.55% Reduce -43.8% 90,000 $10.0M
River Road Asset Management, LLC 0.13% Reduce -5.2% 87,357 $9.7M
Sei Investments Co. 0.01% Add +8.6% 87,276 $9.7M
Pennant Select, LLC 7.28% No change 84,000 $9.4M
Police & Firemen's Retirement System of New Jersey 0.09% Add +0.6% 83,844 $9.3M
Asset Management One Co., Ltd. 0.03% Add +12.1% 83,362 $9.3M
Alta Fundamental Advisers LLC 6.02% Reduce -17.6% 82,960 $9.2M
Ensign Peak Advisors, Inc 0.02% Add +42.7% 82,907 $9.2M
Mudita Advisors LLP 4.66% New 82,900 $9.2M
Toronto Dominion Bank 0.02% Add +206.2% 81,028 $9.0M
Mutual of America Capital Management LLC 0.10% Reduce -46.3% 78,801 $8.8M
Brigade Capital Management, LP 14.78% No change 78,386 $8.7M
Holowesko Partners Ltd. 3.18% New 76,400 $8.5M
Stifel Financial Corp. 0.01% Reduce -10.1% 73,667 $8.2M
Concorde Financial Corp 4.45% Reduce -2.5% 72,444 $8.1M
Pictet Asset Management Holding SA 0.01% Reduce -23.3% 72,347 $8.1M
State of Michigan Retirement System 0.05% Add +11.2% 72,200 $8.0M
Alden Global Capital LLC 8.37% Add +481.5% 70,399 $7.8M
Barometer Capital Management Inc. 2.87% New 69,109 $7.7M
Easterly Investment Partners LLC 0.64% Reduce -17.6% 68,871 $7.7M
Empowered Funds, LLC 0.11% Reduce -4.4% 68,198 $7.6M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +325.8% 68,120 $7.6M
State of New Jersey Common Pension Fund D 0.03% Reduce -11.3% 68,049 $7.6M
Nomura Asset Management Co. Ltd. 0.02% Add +12.1% 67,639 $7.5M
Walleye Capital LLC 0.09% Add +453.6% 67,440 $7.5M
L & S Advisors Inc 1.06% Add +8.0% 67,369 $7.5M
Schonfeld Strategic Advisors LLC 0.05% Add +141.8% 66,275 $7.4M
Resona Asset Management Co.,Ltd. 0.04% Add +8.7% 64,675 $7.2M
AQR Capital Management 0.01% Add +22.3% 63,064 $7.0M
Susquehanna International Group, LLP 0.01% Reduce -52.9% 62,095 $6.9M
Fieldview Capital Management, LLC 0.97% Add +131.8% 61,662 $6.9M
Entropy Technologies, LP 0.66% Add +1220.5% 61,061 $6.8M
GF Fund Management Co. LTD. 0.16% Reduce -3.8% 60,739 $6.8M
Lonestar Capital Management LLC 8.38% Reduce -24.8% 60,581 $6.7M
Arizona State Retirement System 0.04% Add +1.4% 60,115 $6.7M
Hood River Capital Management LLC 0.11% Add +16.9% 59,561 $6.6M
Lloyd Harbor Capital Management, LLC 4.98% New 59,000 $6.6M
Credit Agricole S A 0.02% Add +872.8% 58,445 $6.5M
RR Advisors, LLC 1.51% Add +21.3% 57,000 $6.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +3808.2% 56,395 $6.3M
KLP Kapitalforvaltning As 0.03% Add +0.5% 56,232 $6.3M
Public Sector Pension Investment Board 0.03% New 56,211 $6.3M
HRT Financial LP 0.04% New 55,314 $6.2M
MetLife Investment Management, LLC 0.03% Reduce -53.8% 54,983 $6.1M
Energy Income Partners, LLC 0.12% Add +4.3% 54,382 $6.1M
Moore Capital Management, LP 0.23% Reduce -8.3% 52,862 $5.9M
Canada Pension Plan Investment Board 0.01% Add +5270000.0% 52,701 $5.9M
iA Global Asset Management Inc. 0.10% Add +177.1% 52,650 $5.9M
Woodstock Corp. 0.56% No change 50,721 $5.6M
Schroder Investment Management Group 0.01% Add +176.6% 50,308 $5.6M
SummitTX Capital, L.P. 0.25% — 50,297 $5.6M
West Family Investments, Inc. 2.10% No change 50,000 $5.6M
Quadrature Capital Ltd 0.12% New 49,567 $5.5M
Glenorchy Capital Ltd 4.06% Reduce -0.8% 48,895 $5.4M
LPL Financial LLC 0.00% Reduce -19.7% 48,734 $5.4M
Corebridge Financial, Inc. 0.03% Reduce -79.6% 48,458 $5.4M
Czech National Bank 0.05% New 48,302 $5.4M
Federated Hermes, Inc. 0.01% Add +138.7% 48,165 $5.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +3.6% 48,093 $5.4M
Franklin Resources Inc. 0.00% Add +217.2% 46,904 $5.2M
Aventail Capital Group, LP 0.25% New 45,471 $5.1M
Robeco Institutional Asset Management B.V. 0.01% Add +19.5% 45,362 $5.0M
DC Investments Management, LLC 2.50% Add +133.9% 43,761 $4.9M
Comerica Bank 0.02% Reduce -54.3% 42,635 $4.7M
Twinbeech Capital LP 0.09% New 42,607 $4.7M
Storebrand Asset Management As 0.02% Add +3.7% 42,486 $4.7M
Amalgamated Bank 0.04% Reduce -58.4% 41,947 $4.7M
Adage Capital Partners Gp, L.L.C. 0.01% New 41,900 $4.7M
Nicholas Investment Partners, LP 0.53% Reduce -33.3% 41,000 $4.6M
XTX Topco Ltd 0.23% New 40,682 $4.5M
ProShare Advisors LLC 0.01% Add +307.5% 40,064 $4.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +1.7% 39,775 $4.4M
DNB Asset Management AS 0.02% Reduce -0.2% 38,780 $4.3M
Mariner, LLC 0.01% Add +46.0% 38,722 $4.3M
Utah Retirement Systems 0.05% No change 38,215 $4.3M
Socorro Asset Management LP 1.52% New 38,000 $4.2M
Delphi Financial Group, Inc. 2.52% No change 36,720 $4.1M
apricus wealth, LLC 2.34% Reduce -10.1% 35,420 $3.9M
Creative Planning 0.00% Add +25.9% 35,362 $3.9M
Bokf, NA 0.07% Add +37.6% 35,145 $3.9M
AlphaCore Capital LLC 0.33% Add +90.1% 35,038 $3.9M
Jefferies Financial Group Inc. 0.07% Add +430.5% 35,011 $3.9M
Marex Group Ltd 0.07% New 34,752 $3.9M
Investment Management Corp of Ontario 0.08% New 34,563 $3.8M
CIBC Asset Management Inc 0.01% Add +201.1% 34,443 $3.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 33,749 $3.8M
Integrated Wealth Concepts LLC 0.04% Reduce -10.3% 33,730 $3.8M
Occudo Quantitative Strategies LP 0.50% New 33,786 $3.7M
Daiwa Securities Group Inc. 0.02% Add +52.5% 33,463 $3.7M
Panagora Asset Management Inc. 0.02% Add +32.4% 33,172 $3.7M
Royal London Asset Management Ltd. 0.01% New 31,900 $3.6M
Hara Capital LLC 2.36% Reduce -12.1% 31,355 $3.5M
Jackson Hole Capital Partners, LLC 0.69% Reduce -3.3% 31,311 $3.5M
Alaska Permanent Fund Corp 0.05% No change 33,432 $3.5M
Teacher Retirement System of Texas 0.01% New 30,372 $3.4M
Xponance LLC 0.03% Reduce -14.5% 30,013 $3.3M
Lighthouse Investment Partners, LLC 0.15% Reduce -20.0% 30,000 $3.3M
Walleye Trading LLC 0.09% New 29,893 $3.3M
Interval Partners, LP 0.12% Reduce -42.6% 29,651 $3.3M
IFM Investors Pty Ltd 0.03% Add +3.4% 28,770 $3.2M
FORA Capital, LLC 0.32% Add +13.5% 28,674 $3.2M
Keeley-Teton Advisors, LLC 0.38% Add +0.2% 27,805 $3.1M
Yousif Capital Management, LLC 0.04% Reduce -64.6% 27,774 $3.1M
First Dallas Securities Inc. 1.23% Reduce -0.5% 26,406 $2.9M
Romano Brothers and Company 0.38% Reduce -18.2% 26,050 $2.9M
Cloverfields Capital Group, LP 0.95% Reduce -27.6% 25,709 $2.9M
Nissay Asset Management Corp. /Japan 0.02% Add +4.4% 25,348 $2.8M
Cibc World Markets Corp. 0.02% Add +173.4% 25,261 $2.8M
New York Life Investment Management LLC 0.03% New 24,822 $2.8M
State of Alaska, Department of Revenue 0.03% Add +2.8% 24,644 $2.7M
UniSuper Management Pty Ltd 0.02% Add +529.2% 24,539 $2.7M
Commonwealth Equity Services, LLC 0.00% Reduce -6.9% 24,390 $2.7M
Vident Advisory, LLC 0.04% Add +61.7% 24,380 $2.7M
Elo Mutual Pension Insurance Co 0.06% Add +38.6% 24,356 $2.7M
Gallo Partners, LP 1.80% New 24,165 $2.7M
Beck Capital Management, LLC 0.77% New 23,646 $2.6M
McGowan Group Asset Management, Inc. 0.35% Add +894.8% 23,547 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +1521.2% 23,443 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -86.0% 23,343 $2.6M
First American Bank 0.19% Add +62.4% 23,210 $2.6M
Mirae Asset Securities (usa) Inc. 0.11% New 22,756 $2.5M
Scotia Capital Inc. 0.01% New 22,629 $2.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +25.7% 22,514 $2.5M
Public Employees Retirement Association of Colorado 0.01% No change 22,188 $2.5M
Arosa Capital Management LP 1.63% Add +83.3% 22,000 $2.4M
Orion Porfolio Solutions, LLC 0.02% Add +3.1% 21,925 $2.4M
Orion Portfolio Solutions, LLC 0.02% Add +3.1% 21,925 $2.4M
Cresset Asset Management, LLC 0.01% Reduce -8.2% 21,701 $2.4M
Caxton Associates LLP 0.08% — 21,312 $2.4M
Aigen Investment Management, LP 0.37% New 20,932 $2.3M
Cetera Investment Advisers 0.00% Add +8.0% 20,775 $2.3M
Wolverine Trading, LLC 0.07% Add +432.0% 20,599 $2.3M
Penn Capital Management Company, LLC 0.22% Add +131.9% 20,124 $2.3M
Gradient Investments LLC 0.05% Reduce -10.2% 20,349 $2.3M
Uhlmann Price Securities, LLC 1.65% Add +0.7% 20,161 $2.2M
Captrust Financial Advisors 0.01% Reduce -29.1% 20,141 $2.2M
Brandes Investment Partners, LP 0.02% Reduce -15.3% 20,084 $2.2M
GeoSphere Capital Management, LLC 2.61% No change 20,000 $2.2M
Prudential PLC 0.01% Add +104.1% 19,900 $2.2M
Murphy Pohlad Asset Management LLC 0.94% Add +5.7% 19,885 $2.2M
Nierenberg Investment Management Company, LLC 1.27% No change 19,555 $2.2M
Aberdeen Group plc 0.00% New 19,395 $2.2M
Independent Advisor Alliance 0.07% Reduce -5.5% 19,377 $2.2M
Bank of Nova Scotia 0.00% Add +458.8% 19,223 $2.1M
Rakuten Investment Management, Inc. 0.01% — 19,158 $2.1M
Orca Wealth Management, LLC 1.89% Add +0.0% 18,964 $2.1M
Bridgefront Capital, LLC 0.60% New 18,553 $2.1M
Oregon Public Employees Retirement Fund 0.04% Reduce -56.8% 18,500 $2.1M
State of Tennessee, Department of Treasury 0.01% Reduce -80.1% 18,416 $2.1M
MFG Wealth Management, Inc. 1.93% Add +18.3% 18,169 $2.0M
Janney Montgomery Scott LLC 0.01% Add +0.3% 17,809 $2.0M
Guggenheim Capital LLC 0.02% Add +9.4% 17,777 $2.0M
Aperture Investors, LLC 0.29% New 17,310 $1.9M
Merit Financial Group, LLC 0.03% Reduce -2.3% 17,307 $1.9M
Castleark Management LLC 0.07% New 17,290 $1.9M
Tower Research Capital LLC (TRC) 0.06% Add +28.2% 17,259 $1.9M
KBC Group NV 0.01% Add +0.9% 17,085 $1.9M
NYL Investors LLC 0.12% No change 17,058 $1.9M
Pinebridge Investments, L.P. 0.02% Reduce -69.8% 17,004 $1.9M
TCW Group Inc. 0.02% Add +18.2% 16,970 $1.9M
Vanguard Personalized Indexing Management, LLC 0.03% Add +13.2% 16,899 $1.9M
Mizuho Securities USA LLC 0.04% New 16,839 $1.9M
Voloridge Investment Management, LLC 0.01% New 16,721 $1.9M
US Bancorp \de 0.00% Reduce -65.1% 16,704 $1.9M
Pacific Global Investment Management Co. 2.62% Reduce -2.8% 16,606 $1.8M
HighTower Advisors, LLC 0.00% Reduce -13.2% 15,886 $1.8M
Neo Ivy Capital Management 0.54% New 15,302 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +12.5% 15,247 $1.7M
Morgan Stanley Institutional Investment Advisors LLC 0.40% New 15,135 $1.7M
Arkadios Wealth Advisors 0.06% Reduce -1.0% 15,113 $1.7M
SPX Gestao de Recursos Ltda 0.22% New 15,000 $1.7M
Clear Harbor Asset Management, LLC 0.13% Add +1.6% 14,875 $1.7M
Numerai GP LLC 0.31% New 14,572 $1.6M
NEOS Investment Management LLC 0.03% New 14,523 $1.6M
Composition Wealth, LLC 0.03% Reduce -7.1% 13,813 $1.5M
NewEdge Advisors, LLC 0.01% Add +209.6% 13,453 $1.5M
Mgo One Seven LLC 0.06% Add +81.6% 13,240 $1.5M
Gulf International Bank (UK) Ltd 0.05% No change 13,102 $1.5M
Braun Stacey Associates Inc. 0.06% No change 13,075 $1.5M
Advisor Resource Council 0.12% New 12,936 $1.4M
Cinctive Capital Management LP 0.11% Reduce -71.3% 12,879 $1.4M
Hartford Investment Management Co. 0.05% New 12,833 $1.4M
Sterling Capital Management LLC 0.02% Reduce -6.4% 12,826 $1.4M
Quadrant Capital Group LLC 0.05% Add +492.9% 12,681 $1.4M
Quantinno Capital Management LP 0.01% Add +206.9% 12,582 $1.4M
Marathon Capital Management 0.37% Reduce -1.0% 12,479 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.4% 12,422 $1.4M
Osaic Holdings, Inc. 0.00% Add +98.5% 12,369 $1.4M
Pathstone Holdings, LLC 0.01% Add +8.6% 12,266 $1.4M
Gilder Gagnon Howe & Co. LLC 0.02% Reduce -3.6% 12,227 $1.4M
Counterpoint Mutual Funds LLC 0.19% New 12,136 $1.4M
QRG Capital Management, Inc. 0.01% Add +3.1% 11,991 $1.3M
Lanark Financial, Inc. 0.11% — 11,712 $1.3M
APG Asset Management N.V. 0.00% Reduce -23.6% 12,604 $1.3M
Fox Run Management, L.L.C. 0.20% Add +61.2% 11,659 $1.3M
Pitcairn Co. 0.08% Add +10.3% 11,611 $1.3M
PNC Financial Services Group, Inc. 0.00% Add +10.9% 11,445 $1.3M
Stephens Inc. 0.02% Add +1.1% 11,414 $1.3M
Louisiana State Employees Retirement System 0.03% Reduce -80.7% 11,300 $1.3M
Corient Private Wealth LP 0.00% Add +16.3% 11,230 $1.3M
Campbell & CO Investment Adviser LLC 0.10% New 11,189 $1.2M
Securian Asset Management, Inc. 0.04% Reduce -29.9% 11,139 $1.2M
DAVENPORT & Co LLC 0.01% Add +0.3% 11,047 $1.2M
Maryland State Retirement & Pension System 0.03% Reduce -13.9% 10,782 $1.2M
Pacer Advisors, Inc. 0.00% Reduce -65.3% 10,748 $1.2M
Huber Capital Management LLC 0.22% No change 10,690 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +12.1% 10,593 $1.2M
AAFMAA Wealth Management & Trust LLC 0.53% Reduce -0.6% 10,497 $1.2M
Bayesian Capital Management, LP 0.19% Reduce -69.5% 10,400 $1.2M
Aurora Investment Counsel 0.64% Reduce -11.3% 10,385 $1.2M
Townsquare Capital LLC 0.01% Add +7.4% 10,356 $1.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.85% Reduce -1.3% 10,336 $1.2M
Long Focus Capital Management, LLC 0.08% Reduce -89.7% 10,300 $1.1M
First Eagle Investment Management, LLC 0.00% No change 10,293 $1.1M
Engineers Gate Manager LP 0.02% New 10,207 $1.1M
CVA Family Office, LLC 0.17% Add +0.6% 10,201 $1.1M
Nordea Investment Management AB 0.00% Add +0.6% 10,067 $1.1M
Sequent Asset Management, LLC 0.62% No change 9,934 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -11.8% 9,846 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Add +9.2% 9,833 $1.1M
Nisa Investment Advisors, LLC 0.01% Reduce -0.6% 9,753 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +24.4% 9,742 $1.1M
New Mexico Educational Retirement Board 0.04% Reduce -77.6% 9,700 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Add +3148.0% 9,549 $1.1M
Recurrent Investment Advisors LLC 0.09% Add +41.9% 9,647 $1.1M
Swiss Life Asset Management Ltd 0.01% Add +32.3% 9,573 $1.1M
Crewe Advisors LLC 0.15% New 9,433 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +50.0% 9,358 $1.0M
Ameritas Investment Partners, Inc. 0.04% Reduce -82.6% 9,359 $1.0M
Spirit of America Management Corp. 0.20% No change 9,050 $1.0M
Manning & Napier Advisors LLC 0.01% Reduce -56.9% 9,017 $1.0M
Aviva PLC 0.00% New 8,835 $984K
Profund Advisors LLC 0.04% Add +83.6% 8,831 $983K
Intech Investment Management LLC 0.01% Reduce -17.8% 8,785 $978K
Lombard Odier Asset Management (USA) Corp 0.40% New 8,675 $966K
Southport Management, L.L.C. 4.16% No change 8,670 $965K
Two Sigma Securities, LLC 0.15% Reduce -19.9% 8,668 $965K
AlphaQuest LLC 0.10% New 8,467 $943K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +234.9% 9,856 $938K
Metis Global Partners, LLC 0.03% Add +194.4% 8,410 $936K
Salem Investment Counselors Inc. 0.03% Reduce -10.3% 8,281 $922K
Avantax Advisory Services, Inc. 0.01% Add +11.9% 8,235 $917K
Allstate Corp. 0.03% Add +34.3% 8,234 $917K
AXA S.A. 0.00% New 8,162 $909K
Mercer Global Advisors Inc. 0.00% Add +3.0% 8,162 $909K
Norinchukin Bank, The 0.02% New 8,088 $900K
iSAM Funds (UK) Ltd 0.44% Add +14.3% 8,051 $896K
Aptus Capital Advisors, LLC 0.01% Add +42.9% 7,814 $870K
Cidel Asset Management Inc. 0.06% Reduce -1.5% 7,766 $865K
Private Advisor Group, LLC 0.01% Add +1.9% 7,632 $850K
Northwest & Ethical Investments L.P. 0.02% Add +211.7% 7,480 $831K
Confluence Investment Management LLC 0.01% Reduce -6.9% 7,421 $826K
X-Square Capital, LLC 0.35% Add +12.4% 7,377 $821K
Illinois Municipal Retirement Fund 0.01% New 7,261 $808K
SevenBridge Financial Group, LLC 0.16% Reduce -5.4% 7,210 $800K
Tidal Investments LLC 0.01% Reduce -24.7% 7,097 $790K
Qtron Investments LLC 0.12% New 7,079 $788K
Dark Forest Capital Management LP 0.04% Add +128.8% 7,064 $786K
M&T Bank Corp 0.00% Reduce -10.2% 6,923 $771K
Advisors Asset Management, Inc. 0.01% Reduce -38.8% 6,922 $771K
PKO Investment Management Joint-Stock Co 0.09% New 6,900 $768K
Virtu Financial LLC 0.04% New 6,748 $751K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -85.7% 6,689 $745K
CENTRAL TRUST Co 0.02% Reduce -8.8% 6,627 $738K
Hazlett, Burt & Watson, Inc. 0.33% No change 6,610 $736K
Advisory Services Network, LLC 0.01% Reduce -5.5% 6,479 $721K
Union Bancaire Privee, UBP SA 0.01% Reduce -46.7% 7,299 $720K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -44.3% 6,460 $719K
Moran Wealth Management, LLC 0.02% Reduce -41.0% 6,328 $704K
Pickering Energy Partners LP 10.29% New 6,300 $701K
GTS Securities LLC 0.03% Reduce -51.8% 6,194 $690K
CWA Asset Management Group, LLC 0.03% Reduce -5.5% 6,150 $685K
Arrowstreet Capital, Limited Partnership 0.00% New 6,059 $674K
Wahed Invest LLC 0.12% New 5,971 $665K
DekaBank Deutsche Girozentrale 0.00% Reduce -0.8% 6,074 $654K
Wedmont Private Capital 0.03% Add +11.3% 6,214 $643K
Sanders Morris Harris LLC 0.10% No change 5,555 $618K
Scientech Research LLC 0.16% New 5,393 $600K
Apollon Wealth Management, LLC 0.01% Add +35.6% 5,377 $599K
Axq Capital, LP 0.24% New 5,298 $590K
M&G PLC 0.00% No change 5,301 $588K
Banco Santander, S.A. 0.01% New 5,279 $588K
Evergreen Capital Management LLC 0.02% Add +10.9% 5,203 $579K
Machina Capital S.A.S. 0.17% New 5,164 $575K
Cerity Partners LLC 0.00% Reduce -39.1% 5,159 $574K
Intellectus Partners, LLC 0.14% Add +1.5% 5,074 $565K
Kestra Advisory Services, LLC 0.00% Add +8.1% 5,065 $564K
MML Investors Services, LLC 0.00% Add +39.1% 5,038 $561K
Evercore Wealth Management, LLC 0.01% No change 5,035 $560K
Bridgewater Advisors Inc. 0.05% New 5,205 $559K
Avior Wealth Management, LLC 0.02% Reduce -29.9% 5,005 $557K
Pekin Hardy Strauss, Inc. 0.07% Add +1.1% 4,842 $539K
Federation des caisses Desjardins du Quebec 0.00% Add +671.0% 4,803 $535K
Beacon Pointe Advisors, LLC 0.01% Add +6.0% 4,765 $530K
AE Wealth Management LLC 0.00% New 4,730 $527K
United Services Automobile Association 0.02% Reduce -65.0% 4,732 $525K
Mediolanum International Funds Ltd 0.01% Add +17.6% 4,691 $520K
Vista Investment Partners LLC 0.16% New 4,633 $516K
Centiva Capital, LP 0.03% Reduce -73.2% 4,604 $513K
OMERS ADMINISTRATION Corp 0.00% Reduce -14.3% 4,548 $506K
Plato Investment Management Ltd 0.04% New 4,466 $503K
Guidance Capital, Inc. 0.15% Reduce -2.1% 4,744 $502K
Hardin Capital Partners, LLC 0.31% Reduce -7.9% 4,500 $501K
Pinnbrook Capital Management LP 0.32% Reduce -94.4% 4,466 $497K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -39.9% 4,359 $485K
Applied Finance Capital Management, LLC 0.04% Reduce -19.0% 4,342 $483K
Fifth Third Wealth Advisors LLC 0.02% Reduce -52.5% 4,188 $466K
Oak Grove Capital LLC 0.11% Reduce -29.7% 4,038 $450K
Forum Financial Management, LP 0.01% No change 4,026 $448K
Doliver Advisors, LP 0.13% Reduce -0.1% 4,008 $446K
Revere Asset Management, Inc 0.48% New 4,003 $446K
Jupiter Asset Management Ltd. 0.00% No change 3,974 $442K
Farther Finance Advisors, LLC 0.01% Add +26.9% 3,896 $439K
Thompson Siegel & Walmsley LLC 0.01% Reduce -0.7% 3,940 $439K
Baldwin Investment Management, LLC 0.05% Add +13.0% 3,918 $436K
Oxbow Advisors, LLC 0.05% No change 3,917 $436K
TD Waterhouse Canada Inc. 0.00% Add +13.5% 3,768 $425K
Vestcor Inc 0.01% Add +60.3% 3,807 $424K
CastleKnight Management LP 0.05% New 3,800 $423K
Choreo, LLC 0.01% Reduce -24.0% 3,798 $423K
Greenleaf Trust 0.00% Add +7.8% 3,795 $422K
Mufg Securities Americas Inc. 0.05% New 3,722 $414K
Exchange Traded Concepts, LLC 0.01% Reduce -66.7% 3,668 $408K
Truist Financial Corp. 0.00% Reduce -3.3% 3,630 $404K
Toth Financial Advisory Corp. 0.05% New 3,600 $401K
Icon Wealth Advisors, LLC 0.03% Add +14.7% 3,580 $399K
Mach-1 Financial Group, LLC 0.12% New 3,527 $393K
Americana Partners, LLC 0.02% No change 3,524 $392K
Hennessy Advisors Inc. 0.01% Reduce -12.5% 3,500 $390K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +52.4% 3,482 $387K
U.S. Capital Wealth Advisors, LLC 0.01% New 3,461 $385K
R Squared Ltd 0.41% Add +307.1% 3,460 $385K
Blair William & Co. 0.00% Add +3.1% 3,456 $385K
Asahi Life Asset Management Co., LTD. 0.25% New 3,450 $384K
Shell Asset Management Co. 0.02% Reduce -46.3% 3,332 $371K
Hohimer Wealth Management, LLC 0.07% No change 3,315 $369K
Catalyst Funds Management Pty Ltd 0.10% Reduce -56.6% 3,301 $367K
Wilmington Savings Fund Society, FSB 0.01% Reduce -1.9% 3,297 $367K
HB Wealth Management, LLC 0.00% Add +14.6% 3,257 $363K
Argentarii, LLC 0.18% New 3,245 $361K
IFP Advisors, Inc 0.01% Add +130.2% 3,230 $360K
Savant Capital, LLC 0.00% Add +17.5% 3,172 $353K
Banco BTG Pactual S.A. 0.09% Add +50.0% 3,150 $351K
Wealthcare Advisory Partners LLC 0.01% Add +2.2% 3,121 $347K
Horizon Investments, LLC 0.01% New 3,070 $342K
Compound Planning, Inc. 0.02% Add +19.8% 3,056 $340K
First Citizens Bank & Trust Co. 0.01% Add +1.1% 3,054 $340K
Arcus Capital Partners, LLC 0.14% New 3,045 $339K
Oak Thistle LLC 0.07% Reduce -22.2% 3,041 $339K
NJ State Employees Deferred Compensation Plan 0.04% No change 3,034 $338K
Quantitative Investment Management, LLC 0.03% New 2,988 $332K
GAMMA Investing LLC 0.02% Add +49.8% 2,946 $328K
&partners 0.00% Reduce -21.4% 2,924 $326K
MBB Public Markets I LLC 0.04% New 2,930 $326K
Brown Advisory Inc. 0.00% New 2,929 $326K
Wexford Capital LP 0.08% New 2,879 $320K
Landscape Capital Management, L.L.C. 0.03% New 2,848 $317K
Inspire Investing, LLC 0.04% Reduce -10.7% 2,805 $312K
Sage Rhino Capital LLC 0.07% Reduce -17.1% 2,743 $305K
Montgomery Investment Management Inc. 0.12% New 2,740 $305K
Simmons Bank 0.02% New 2,730 $304K
Stratos Wealth Partners, LTD. 0.00% Reduce -6.5% 2,721 $303K
Terril Brothers, Inc. 0.11% No change 2,700 $301K
Philip James Wealth Mangement, LLC 0.04% New 2,697 $300K
Cwm, LLC 0.00% Reduce -7.0% 2,627 $292K
NorthCoast Asset Management LLC 0.00% Reduce -17.3% 2,594 $289K
Teza Capital Management LLC 0.13% Add +25.5% 2,589 $288K
Semanteon Capital Management, LP 0.16% New 2,583 $288K
Parallel Advisors, LLC 0.01% Add +66.9% 2,565 $286K
Chickasaw Capital Management LLC 0.01% No change 2,534 $282K
Park Avenue Securities LLC 0.00% New 2,516 $280K
Oak Harvest Investment Services 0.04% Reduce -18.2% 2,514 $280K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 2,507 $279K
South Dakota Investment Council 0.01% Reduce -94.6% 2,480 $276K
Thoroughbred Financial Services, LLC 0.02% No change 2,475 $275K
Oakworth Capital, Inc. 0.02% No change 2,435 $271K
Belpointe Asset Management LLC 0.01% New 2,420 $269K
Washburn Capital Management, Inc. 0.18% Reduce -14.3% 2,400 $267K
Signaturefd, LLC 0.01% Add +6.5% 2,396 $267K
Norden Group LLC 0.03% New 2,377 $265K
Corsair Capital Management, L.P. 0.07% No change 2,362 $263K
E&G Advisors, LLC 0.07% Reduce -4.1% 2,323 $259K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.0% 2,313 $257K
Ritholtz Wealth Management 0.01% No change 2,299 $256K
Essex Bank 0.06% Add +1.3% 2,299 $256K
Transcend Capital Advisors, LLC 0.02% Add +0.5% 2,284 $254K
Cigna Investments Inc. 0.05% Add +3.0% 2,283 $254K
SteelPeak Wealth, LLC 0.01% New 2,276 $253K
Cim Investment Management Inc. 0.06% Reduce -2.3% 2,266 $252K
Coldstream Capital Management Inc. 0.01% Add +6.7% 2,234 $249K
Moors & Cabot, Inc. 0.01% Reduce -7.7% 2,204 $245K
Horizon Kinetics Asset Management LLC 0.00% No change 2,203 $245K
Madison Asset Management, LLC 0.00% New 2,200 $245K
Farringdon Capital, Ltd. 0.12% New 2,138 $238K
Concurrent Investment Advisors, LLC 0.01% New 2,129 $237K
Wetzel Investment Advisors, Inc. 0.12% No change 2,115 $235K
Florida Financial Advisors, LLC 0.09% Add +0.3% 2,105 $234K
Prime Capital Investment Advisors, LLC 0.00% New 2,065 $230K
Ballentine Partners, LLC 0.00% New 2,063 $230K
Ironwood Investment Management LLC 0.12% No change 2,042 $227K
One Plus One Wealth Management, LLC 0.12% New 2,038 $227K
Brooklyn Investment Group 0.05% Add +292.6% 2,014 $224K
V-Square Quantitative Management LLC 0.03% New 2,009 $224K
Modera Wealth Management, LLC 0.00% New 2,008 $224K
Shay Capital LLC 0.06% New 2,000 $223K
Douglass Winthrop Advisors, LLC 0.00% New 2,000 $223K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% New 2,000 $223K
Texas Bank & Trust Co 0.09% New 1,988 $221K
Independent Financial Group, LLC 0.01% New 1,979 $220K
Meeder Advisory Services, Inc. 0.01% New 1,973 $220K
Trust Point Inc. 0.02% Reduce -21.5% 1,970 $219K
Insigneo Advisory Services, LLC 0.02% New 1,960 $218K
Mattson Financial Services, LLC 0.07% New 1,952 $217K
OneDigital Investment Advisors LLC 0.00% New 1,941 $216K
Sequoia Financial Advisors, LLC 0.00% Reduce -11.6% 1,927 $215K
Moody LYNN Lieberson & Walker, LLC 0.01% Reduce -9.4% 1,925 $214K
Wedbush Securities Inc. 0.01% Reduce -35.0% 1,884 $210K
Ashton Thomas Private Wealth, LLC 0.01% New 1,869 $208K
M.E. Allison & Co., Inc. 0.20% New 1,863 $207K
Focus Partners Wealth 0.00% New 1,845 $205K
CreativeOne Wealth, LLC 0.01% New 1,843 $205K
Uncommon Cents Investing LLC 0.06% New 1,835 $204K
Inscription Capital, LLC 0.03% — 2,298 $204K
Moody Aldrich Partners LLC 0.04% Reduce -28.0% 1,809 $201K
Blue Trust, Inc. 0.00% Add +1.1% 1,808 $201K
Huntington National Bank 0.00% Add +3.7% 1,803 $201K
Knollwood Investment Advisory, LLC 0.02% New 1,800 $200K
Virtus Investment Advisers, LLC 0.05% New 1,580 $176K
Jones Financial Companies LLLP 0.00% Add +33.6% 1,544 $171K
Ausbil Investment Management Ltd 0.10% Reduce -66.7% 1,500 $167K
Fifth Third Bancorp 0.00% Reduce -10.2% 1,342 $149K
Archer Investment Corp 0.04% New 1,325 $147K
TD Private Client Wealth LLC 0.00% Add +72.2% 1,302 $145K
Siemens Fonds Invest GmbH 0.01% New 1,266 $141K
UMB Bank, n.a. 0.00% Add +31.5% 1,253 $139K
Lazard Asset Management LLC 0.00% Reduce -0.9% 1,255 $139K
Solstein Capital, LLC 0.08% No change 1,214 $135K
Ostrum Asset Management 0.01% Reduce -91.9% 1,211 $135K
Ameriflex Group, Inc. 0.05% New 1,200 $134K
Generali Investments CEE, investicni spolecnost, a.s. 0.01% New 1,000 $111K
E Fund Management (Hong Kong) Co., Ltd. 0.10% Add +39.9% 989 $110K
Larson Financial Group LLC 0.01% Add +10.9% 958 $107K
EverSource Wealth Advisors, LLC 0.01% Reduce -6.3% 929 $103K
Caldwell Sutter Capital, Inc. 0.05% No change 900 $100K
SBI Securities Co., Ltd. 0.00% Add +0.5% 895 $100K
Principal Securities, Inc. 0.00% No change 993 $99K
Payden & Rygel 0.01% No change 853 $95K
Cherry Tree Wealth Management, LLC 0.02% Reduce -55.3% 848 $94K
CI Investments Inc. 0.00% Add +33.6% 839 $93K
WASHINGTON TRUST Co 0.00% No change 773 $86K
Deseret Mutual Benefit Administrators 0.04% Add +169.0% 764 $85K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.9% 723 $80K
Geneos Wealth Management Inc. 0.00% Add +8.7% 710 $79K
Citizens National Bank Trust Department 0.02% Reduce -82.3% 688 $77K
Bessemer Group Inc. 0.00% Add +3.2% 673 $75K
Parkside Financial Bank & Trust 0.01% Add +4.5% 666 $74K
Chilton Capital Management LLC 0.00% No change 653 $73K
Sentry Investment Management LLC 0.05% New 702 $70K
Stone House Investment Management, LLC 0.01% New 623 $69K
Versant Capital Management, Inc 0.01% Add +308.4% 584 $65K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +83.3% 550 $61K
Allworth Financial LP 0.00% Add +23.4% 560 $58K
Piscataqua Savings Bank 0.05% No change 520 $58K
Future Financial Wealth Managment LLC 0.04% No change 500 $56K
Adirondack Trust Co. 0.02% No change 500 $56K
Westside Investment Management, Inc. 0.01% No change 500 $56K
Lindbrook Capital, LLC 0.00% Reduce -48.5% 476 $53K
Smartleaf Asset Management LLC 0.00% Add +9.9% 421 $47K
Rise Advisors, LLC 0.02% Add +37.4% 393 $44K
Pinnacle Holdings, LLC 0.02% No change 392 $44K
Costello Asset Management, INC 0.02% Add +348.8% 386 $43K
Leonteq Securities AG 0.00% Add +15.2% 378 $42K
Key Financial Inc 0.01% Add +3.7% 368 $41K
Ossiam 0.00% Reduce -91.3% 358 $40K
TCTC Holdings, LLC 0.00% Add +71.7% 309 $34K
Kestra Investment Management, LLC 0.00% New 309 $34K
Peoples Bank 0.02% No change 300 $33K
Zions Bancorporation, National Association 0.00% — 289 $32K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 287 $32K
BankPlus Trust Department 0.01% New 286 $32K
Princeton Global Asset Management LLC 0.01% No change 275 $31K
MAI Capital Management 0.00% Reduce -5.3% 266 $30K
Pinney & Scofield, Inc. 0.02% No change 260 $29K
Cheviot Value Management, LLC 0.00% New 265 $29K
Quarry LP 0.01% Reduce -47.2% 251 $28K
First Horizon Advisors, Inc. 0.00% Reduce -11.7% 249 $28K
Harbour Investments, Inc. 0.00% Add +75.0% 245 $27K
Transamerica Financial Advisors, LLC 0.00% Reduce -69.5% 243 $27K
Truvestments Capital LLC 0.01% Reduce -81.5% 216 $24K
Hemington Wealth Management 0.00% Add +32.5% 220 $24K
Hexagon Capital Partners LLC 0.00% No change 212 $24K
Red Tortoise LLC 0.01% No change 202 $22K
Founders Capital Management 0.01% No change 200 $22K
Bangor Savings Bank 0.00% No change 200 $22K
Covestor Ltd 0.01% Reduce -1.5% 192 $21K
Arax Advisory Partners 0.00% Reduce -21.8% 183 $20K
GW&K Investment Management, LLC 0.00% No change 180 $20K
CBIZ Investment Advisory Services, LLC 0.00% No change 173 $19K
Bell Investment Advisors, Inc 0.00% No change 166 $18K
Anchor Investment Management, LLC 0.00% No change 165 $18K
Private Trust Co. NA 0.00% No change 160 $18K
Aventura Private Wealth, LLC 0.01% No change 154 $17K
Farmers & Merchants Investments Inc. 0.00% Add +85.4% 152 $17K
Vision Financial Markets LLC 0.02% New 151 $17K
Private Wealth Management Group, LLC 0.01% No change 150 $17K
Indiana Trust & Investment Management Co 0.01% No change 150 $17K
JFS Wealth Advisors, LLC 0.00% No change 135 $15K
NewSquare Capital LLC 0.00% Add +594.7% 132 $15K
Peregrine Capital Management LLC 0.00% No change 129 $14K
GHP Investment Advisors, Inc. 0.00% No change 126 $14K
First United Bank & Trust 0.01% Add +64.4% 120 $13K
Millstone Evans Group, LLC 0.01% No change 113 $13K
Colonial Trust Advisors 0.00% No change 113 $13K
Capital Advisors, Ltd. LLC 0.00% Reduce -20.5% 101 $11K
Bruce G. Allen Investments, LLC 0.01% Add +91.5% 90 $10K
Meeder Asset Management Inc. 0.00% New 88 $10K
Amitell Capital Pte Ltd 0.01% No change 87 $10K
Peoples Financial Services Corp. 0.00% No change 86 $10K
Tanglewood Legacy Advisors, LLC 0.00% No change 74 $8K
Assetmark, Inc. 0.00% Add +111.8% 72 $8K
Cullen/Frost Bankers, Inc. 0.00% Add +900.0% 70 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 67 $7K
Hantz Financial Services, Inc. 0.00% Add +1575.0% 67 $7K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 61 $7K
WealthCollab, LLC 0.00% No change 58 $6K
Atlas Capital Advisors Inc. 0.00% No change 58 $6K
Rakuten Securities, Inc. 0.00% Add +124.0% 56 $6K
Painted Porch Advisors LLC 0.00% No change 56 $6K
AdvisorNet Financial, Inc 0.00% Add +77.4% 55 $6K
Sierra Ocean, LLC 0.00% Add +291.7% 47 $5K
Brown Brothers Harriman & Co. 0.00% New 45 $5K
Lummis Asset Management, LP 0.00% New 43 $5K
WPG Advisers, LLC 0.00% Add +925.0% 41 $5K
Wealth Preservation Advisors, LLC 0.00% — 40 $4K
Armstrong Advisory Group, Inc. 0.00% No change 43 $4K
ORG Partners LLC 0.00% New 42 $4K
SJS Investment Consulting Inc. 0.00% No change 34 $4K
Putney Financial Group LLC 0.00% No change 33 $4K
Prestige Wealth Management Group LLC 0.00% No change 32 $4K
True Wealth Design, LLC 0.00% Add +244.4% 31 $3K
Olistico Wealth, LLC 0.00% Add +20.8% 29 $3K
Spire Wealth Management 0.00% Add +3.6% 29 $3K
SouthState Bank Corp 0.00% New 28 $3K
Global Financial Private Client, LLC 0.00% Add +100.0% 26 $3K
Asset Planning,Inc 0.00% No change 26 $3K
LMR Partners LLP 0.00% No change 25 $3K
Rialto Wealth Management, LLC 0.00% New 24 $3K
Stonebridge Financial Group, LLC 0.00% Reduce -25.0% 24 $3K
Hughes Financial Services, LLC 0.00% New 23 $3K
Rothschild Investment LLC 0.00% Add +76.9% 23 $3K
Tortoise Investment Management, LLC 0.00% No change 21 $2K
Quent Capital, LLC 0.00% Add +42.9% 20 $2K
Dunhill Financial, LLC 0.00% No change 18 $2K
Manchester Capital Management LLC 0.00% New 18 $2K
Cromwell Holdings LLC 0.00% New 14 $2K
Cornerstone Planning Group LLC 0.00% Add +160.0% 13 $1K
HHM Wealth Advisors, LLC 0.00% Reduce -7.7% 12 $1K
Bare Financial Services, Inc 0.00% New 11 $1K
CoreCap Advisors, LLC 0.00% No change 11 $1K
Principia Wealth Advisory, LLC 0.00% No change 11 $1K
Private Wealth Asset Management, LLC 0.00% — 10 $1K
Ogorek Anthony Joseph /NY/ 0.00% New 9 $1K
Avion Wealth 0.00% No change 14 $1K
WealthTrak Capital Management LLC 0.00% No change 5 $557
Parkworth Wealth Management, Inc. 0.00% No change 5 $557
MV Capital Management, Inc. 0.00% Reduce -37.5% 5 $557
Carolinas Wealth Consulting LLC 0.00% No change 5 $557
TFC Financial Management, Inc. 0.00% Reduce -94.0% 5 $557
Bay Harbor Wealth Management, LLC 0.00% New 5 $556
Valued Wealth Advisors LLC 0.00% No change 4 $449
Activest Wealth Management 0.00% No change 4 $447
HFM Investment Advisors, LLC 0.00% — 4 $446
Whipplewood Advisors, LLC 0.00% Add +33.3% 4 $334
Godsey & Gibb, Inc. 0.00% No change 3 $334
Transce3nd, LLC 0.00% No change 2 $223
Mather Group, Llc. 0.00% No change 2 $223
Greenline Partners, LLC 0.00% New 2 $223
Clearstead Trust, LLC 0.00% New 2 $223
Whittier Trust Co. 0.00% New 2 $222
Financial Management Professionals, Inc. 0.00% Reduce -99.1% 1 $111
Penserra Capital Management LLC 0.00% New 6 $0

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