Expand EnergyEXE
13F holders, Q3 2025 (September 30)764holders −47
99new positions
143sold out
9famous investors
$106.27avg. 13F price*
At the end of Q3 2025, 764 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, down 47 from Q2 2025. 99 opened new positions and 143 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.2B) and Capital Research Global Investors ($1.7B). 9 famous investors held it, including Howard Marks (11.4% of Oaktree Capital Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $546.2M |
| Exits | 143 | $1.1B |
All 13F filers, Q2 2025 → Q3 2025: 37,019,329 shares bought and 29,799,266 shares sold, net +7,220,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 764 holders
| Vanguard Group Inc. | 0.04% | Add +2.4% | 27,913,307 | $3.0B |
| BlackRock, Inc. | 0.04% | Add +4.2% | 20,368,426 | $2.2B |
| Capital Research Global Investors | 0.32% | Add +161.5% | 15,959,335 | $1.7B |
| State Street Corp. | 0.05% | Add +8.3% | 13,183,560 | $1.4B |
| T. Rowe Price Associates Inc. | 0.12% | Reduce -10.5% | 10,873,325 | $1.2B |
| Geode Capital Management, LLC | 0.05% | Add +14.1% | 6,629,667 | $711.9M |
| Oaktree Capital Management | 11.38% | Reduce 0.0% | 5,062,363 | $537.8M |
| T. Rowe Price Investment Management, Inc. | 0.29% | Reduce -21.4% | 4,448,935 | $472.7M |
| Invesco Ltd. | 0.07% | Add +16.6% | 4,359,372 | $463.1M |
| Massachusetts Financial Services Co. | 0.13% | Reduce -24.8% | 4,060,482 | $431.4M |
| 1832 Asset Management L.P. | 0.69% | Add +36.8% | 3,856,427 | $409.7M |
| Wellington Management Group LLP | 0.07% | Reduce -30.7% | 3,634,090 | $386.1M |
| FMR LLC | 0.02% | Add +9.9% | 3,200,872 | $340.1M |
| Morgan Stanley | 0.02% | Add +2.9% | 3,044,796 | $323.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -2.1% | 2,780,308 | $295.4M |
| Bank of New York Mellon Corp | 0.05% | Add +0.2% | 2,627,056 | $279.1M |
| Disciplined Growth Investors Inc. | 4.80% | Reduce -4.9% | 2,493,676 | $264.9M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.5% | 2,279,315 | $242.2M |
| Glendon Capital Management LP | 12.35% | No change | 2,132,354 | $226.4M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -16.4% | 2,080,442 | $221.0M |
| Northern Trust Corp. | 0.03% | Add +3.2% | 1,963,885 | $208.6M |
| Bank of America Corp. | 0.01% | Add +33.4% | 1,876,308 | $199.3M |
| Voya Investment Management LLC | 0.21% | Reduce -4.1% | 1,718,378 | $182.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -21.6% | 1,644,882 | $174.8M |
| Slate Path Capital LP | 2.66% | Add +44.5% | 1,615,714 | $171.7M |
| Phoenix Financial Ltd. | 2.07% | New | 1,598,101 | $169.8M |
| Altshuler Shaham Ltd | 2.80% | Add +95329.2% | 1,591,759 | $169.1M |
| Lord, Abbett & Co. LLC | 0.52% | Add +4.9% | 1,587,517 | $168.7M |
| Two Sigma Investments, LP | 0.26% | Reduce -11.5% | 1,528,661 | $162.4M |
| Thrivent Financial for Lutherans | 0.33% | Reduce -1.2% | 1,527,236 | $162.3M |
| Merewether Investment Management, LP | 3.86% | Add +136.4% | 1,517,475 | $161.2M |
| Ameriprise Financial Inc. | 0.04% | Add +13.7% | 1,462,486 | $154.9M |
| Deutsche Bank AG | 0.05% | Add +20.5% | 1,347,768 | $143.2M |
| 59 North Capital Management, LP | 4.44% | Add +52.3% | 1,340,657 | $142.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.0% | 1,322,318 | $140.5M |
| CIBC Private Wealth Group LLC | 0.23% | Add +862.3% | 1,256,987 | $133.5M |
| UBS Group AG | 0.02% | Reduce -34.3% | 1,195,796 | $127.0M |
| Victory Capital Management Inc. | 0.07% | Add +288.2% | 1,125,382 | $119.6M |
| Legal & General Group Plc | 0.03% | Add +7.8% | 1,099,751 | $116.8M |
| Alyeska Investment Group, L.P. | 0.35% | New | 1,087,195 | $115.5M |
| Prudential Financial Inc. | 0.13% | Add +0.6% | 1,017,438 | $108.1M |
| Citadel Advisors | 0.09% | Reduce -36.5% | 1,007,405 | $107.0M |
| Macquarie Group Ltd. | 0.12% | Add +113.9% | 996,518 | $105.9M |
| AQR Capital Management | 0.07% | Add +1282.1% | 970,671 | $103.1M |
| Two Sigma Advisers, LP | 0.21% | Reduce -49.9% | 966,115 | $102.6M |
| Barclays PLC | 0.04% | Add +43.3% | 916,202 | $97.3M |
| Ninepoint Partners LP | 13.20% | Add +12.5% | 900,000 | $95.6M |
| Amundi | 0.03% | Add +10.2% | 862,011 | $92.9M |
| Assenagon Asset Management S.A. | 0.14% | Add +62.2% | 872,835 | $92.7M |
| Holocene Advisors, LP | 0.21% | New | 867,262 | $92.1M |
| Pacer Advisors, Inc. | 0.23% | Add +4719.7% | 821,571 | $87.3M |
| Man Group plc | 0.17% | Add +969.8% | 802,986 | $85.3M |
| Neuberger Berman Group LLC | 0.06% | Add +0.3% | 784,245 | $83.3M |
| Vaughan Nelson Investment Management, L.P. | 0.74% | Reduce -4.2% | 769,195 | $81.7M |
| Stephens Investment Management Group LLC | 1.04% | Reduce -10.9% | 757,576 | $80.5M |
| Kopernik Global Investors, LLC | 6.40% | Add +41.2% | 738,047 | $78.4M |
| Sagefield Capital LP | 8.68% | Add +44.5% | 730,670 | $77.6M |
| Royal Bank of Canada | 0.01% | Add +62.0% | 703,364 | $74.7M |
| Qube Research & Technologies Ltd | 0.10% | Reduce -2.1% | 693,149 | $73.6M |
| Millennium Management | 0.06% | Reduce -43.7% | 686,859 | $73.0M |
| Adage Capital Partners Gp, L.L.C. | 0.11% | Add +241.3% | 676,800 | $71.9M |
| Ceredex Value Advisors LLC | 1.64% | Add +202.1% | 664,689 | $70.6M |
| Swiss National Bank | 0.04% | Add +2.8% | 651,656 | $69.2M |
| American Century Companies Inc. | 0.03% | Add +17.8% | 640,023 | $68.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +6.8% | 616,316 | $65.5M |
| Nuveen, LLC | 0.02% | Reduce -25.6% | 600,206 | $63.8M |
| Principal Financial Group Inc. | 0.03% | Reduce -3.3% | 540,679 | $57.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +11.9% | 529,504 | $56.3M |
| Squarepoint Ops LLC | 0.12% | Reduce -48.7% | 515,055 | $54.7M |
| Jennison Associates LLC | 0.03% | Reduce -11.5% | 490,317 | $52.1M |
| Wells Fargo & Company | 0.01% | Add +23.8% | 487,016 | $51.7M |
| Janus Henderson Group PLC | 0.02% | Reduce -0.6% | 472,692 | $50.2M |
| Mackenzie Financial Corp. | 0.06% | Add +3.9% | 470,701 | $50.0M |
| Clearbridge Investments, LLC | 0.04% | No change | 443,173 | $47.1M |
| Retirement Systems of Alabama | 0.15% | Add +71.8% | 436,401 | $46.4M |
| BNP Paribas Financial Markets | 0.04% | Reduce -14.4% | 435,809 | $46.3M |
| Rhumbline Advisers | 0.04% | Add +4.1% | 414,097 | $44.0M |
| California Public Employees Retirement System | 0.03% | Add +5.8% | 410,627 | $43.6M |
| Gotham Asset Management | 0.19% | Add +106.8% | 404,517 | $43.0M |
| Russell Investments Group, Ltd. | 0.05% | Add +33.3% | 388,315 | $41.3M |
| Deprince Race & Zollo Inc. | 0.80% | Add +6.8% | 374,755 | $39.8M |
| Two Creeks Capital Management, LP | 2.86% | Add +0.5% | 374,239 | $39.8M |
| Raymond James Financial Inc. | 0.01% | Add +2.3% | 372,642 | $39.6M |
| HSBC Holdings PLC | 0.02% | Add +2.1% | 371,194 | $39.5M |
| Schwartz Investment Counsel Inc. | 1.32% | No change | 370,420 | $39.4M |
| Van Eck Associates Corp. | 0.04% | Add +2.6% | 362,731 | $38.5M |
| Natixis Advisors, LLC | 0.06% | Reduce -8.2% | 360,069 | $38.3M |
| TD Asset Management Inc | 0.03% | Reduce -11.4% | 356,662 | $37.9M |
| Marshall Wace, LLP | 0.04% | Add +38.6% | 342,389 | $36.4M |
| Citigroup Inc. | 0.03% | Reduce -11.3% | 341,331 | $36.3M |
| Primecap Management Co. | 0.03% | Reduce -27.2% | 334,886 | $35.6M |
| Alliancebernstein L.P. | 0.01% | Add +19.4% | 332,636 | $35.3M |
| First Trust Advisors LP | 0.03% | Reduce -17.4% | 332,251 | $35.3M |
| Korea Investment CORP | 0.07% | Add +17.6% | 326,259 | $34.7M |
| LSP Investment Advisors, LLC | 20.39% | Add +40.8% | 319,417 | $33.9M |
| Zurich Insurance Group Ltd | 0.24% | Reduce -42.7% | 318,851 | $33.9M |
| Great Lakes Advisors, LLC | 0.28% | Reduce -12.0% | 318,797 | $33.9M |
| National Pension Service | 0.02% | No change | 296,641 | $31.5M |
| Clough Capital Partners L P | 2.66% | Add +113.8% | 280,854 | $29.8M |
| Tortoise Capital Advisors, L.L.C. | 0.37% | Add +229.6% | 273,545 | $29.1M |
| California State Teachers Retirement System | 0.03% | Add +8.4% | 271,652 | $28.9M |
| PointState Capital LP | 0.51% | Reduce -57.0% | 266,486 | $28.3M |
| Lighthouse Investment Partners, LLC | 1.02% | Add +658.8% | 265,566 | $28.2M |
| Thompson Siegel & Walmsley LLC | 0.44% | Add +68.7% | 254,350 | $27.0M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +21.4% | 245,214 | $26.1M |
| Teachers Retirement System of the State of Kentucky | 0.20% | Add +9.6% | 244,306 | $26.0M |
| Cinctive Capital Management LP | 1.28% | Add +256.2% | 240,164 | $25.5M |
| Wealth High Governance Capital Ltda | 7.32% | Add +222.6% | 240,001 | $25.5M |
| Gemsstock Ltd. | 5.00% | New | 228,800 | $24.3M |
| State of Wisconsin Investment Board | 0.06% | Reduce -0.7% | 227,925 | $24.2M |
| Van Lanschot Kempen Investment Management N.V. | 0.21% | Add +45.2% | 225,897 | $24.0M |
| Levin Capital Strategies, L.P. | 2.12% | Add +54.5% | 217,200 | $23.1M |
| Pennant Investors, LP | 6.18% | Add +58.7% | 216,200 | $23.0M |
| Canoe Financial LP | 0.32% | Reduce -29.6% | 218,937 | $22.7M |
| BW Gestao de Investimentos Ltda. | 1.71% | Add +365.5% | 212,249 | $22.5M |
| Bank of Montreal | 0.01% | Reduce -26.1% | 208,225 | $22.1M |
| King Luther Capital Management Corp. | 0.09% | Add +28.8% | 205,475 | $21.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +61.9% | 200,489 | $21.3M |
| Riposte Capital LLC | 10.22% | Add +66.7% | 200,000 | $21.2M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -1.4% | 197,814 | $21.0M |
| Walleye Capital LLC | 0.18% | Reduce -3.4% | 190,817 | $20.3M |
| CSM Advisors, LLC | 0.56% | New | 189,187 | $20.1M |
| Empowered Funds, LLC | 0.20% | Add +44.5% | 185,378 | $19.7M |
| Susquehanna International Group, LLP | 0.03% | Reduce -48.8% | 185,376 | $19.7M |
| STRS Ohio | 0.07% | Reduce -14.8% | 180,054 | $19.1M |
| Aviva PLC | 0.03% | Add +13.8% | 178,799 | $19.0M |
| Ensign Peak Advisors, Inc | 0.03% | Add +180.9% | 173,059 | $18.4M |
| Hancock Prospecting Pty Ltd | 0.59% | No change | 171,804 | $18.3M |
| Aberdeen Group plc | 0.03% | Add +656.0% | 154,516 | $16.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +12.0% | 153,309 | $16.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.10% | Reduce -52.6% | 151,600 | $16.1M |
| New York State Teachers Retirement System | 0.03% | Add +0.6% | 145,437 | $15.5M |
| Waratah Capital Advisors Ltd. | 1.04% | Reduce -20.4% | 144,396 | $15.3M |
| Freestone Grove Partners LP | 0.11% | Reduce -43.0% | 141,098 | $15.0M |
| Alden Global Capital LLC | 8.58% | Add +144.8% | 138,107 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.8% | 133,929 | $14.2M |
| Nomura Holdings Inc. | 0.07% | Reduce -16.8% | 133,477 | $14.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +12750000.0% | 127,501 | $13.5M |
| ExodusPoint Capital Management, LP | 0.19% | Add +36.8% | 127,055 | $13.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -87.4% | 127,009 | $13.5M |
| Cohen & Steers, Inc. | 0.02% | Add +26.8% | 126,462 | $13.4M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Add +6.3% | 121,538 | $12.9M |
| Allianz Asset Management GmbH | 0.02% | Add +12.8% | 120,840 | $12.8M |
| Janney Capital Management LLC | 0.77% | Reduce -0.4% | 116,904 | $12.4M |
| Mudita Advisors LLP | 3.54% | Add +4.3% | 115,100 | $12.2M |
| Bank of Nova Scotia | 0.02% | Reduce -31.0% | 115,013 | $12.2M |
| Focus Partners Wealth | 0.02% | Add +4109.0% | 114,612 | $12.1M |
| Bokf, NA | 0.18% | Add +1.6% | 112,957 | $12.0M |
| Wexford Capital LP | 3.59% | New | 112,207 | $11.9M |
| Hodges Capital Management Inc. | 1.02% | Reduce -7.8% | 111,881 | $11.9M |
| Goehring & Rozencwajg Associates, LLC | 1.42% | Add +0.4% | 110,801 | $11.8M |
| Hamilton Capital Partners Inc. | 0.48% | New | 109,419 | $11.6M |
| Verition Fund Management LLC | 0.07% | Reduce -39.4% | 108,072 | $11.5M |
| Hartree Partners, LP | 3.98% | Reduce -34.4% | 107,964 | $11.5M |
| Sei Investments Co. | 0.01% | Add +8.8% | 105,993 | $11.3M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +10.3% | 103,865 | $11.0M |
| Holowesko Partners Ltd. | 4.04% | Add +34.5% | 102,800 | $10.9M |
| New York State Common Retirement Fund | 0.01% | Add +5.3% | 100,184 | $10.6M |
| Aristeia Capital, L.L.C. | 0.55% | New | 99,569 | $10.6M |
| Asset Management One Co., Ltd. | 0.03% | Add +17.3% | 99,071 | $10.5M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -3.8% | 98,797 | $10.5M |
| Rafferty Asset Management, LLC | 0.03% | Add +3.3% | 95,948 | $10.2M |
| Easterly Investment Partners LLC | 0.68% | Add +141.1% | 94,803 | $10.1M |
| Castleark Management LLC | 0.27% | No change | 89,240 | $9.5M |
| Mutual of America Capital Management LLC | 0.10% | Add +4.2% | 89,073 | $9.5M |
| SummitTX Capital, L.P. | 0.38% | Add +73.6% | 86,862 | $9.2M |
| ING Groep NV | 0.05% | Reduce -50.8% | 86,387 | $9.2M |
| Toronto Dominion Bank | 0.02% | Reduce -22.3% | 84,386 | $9.0M |
| Socorro Asset Management LP | 3.36% | Add +27.2% | 84,084 | $8.9M |
| Pictet Asset Management Holding SA | 0.01% | Add +8.9% | 84,021 | $8.9M |
| Alta Fundamental Advisers LLC | 4.34% | No change | 82,960 | $8.8M |
| Agf Management Ltd. | 0.04% | Reduce -97.9% | 82,354 | $8.7M |
| Royal London Asset Management Ltd. | 0.02% | Add +19.7% | 80,685 | $8.6M |
| Brigade Capital Management, LP | 7.77% | No change | 78,386 | $8.3M |
| Cibc World Market Inc. | 0.02% | Add +16.2% | 78,149 | $8.3M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +13.0% | 77,636 | $8.2M |
| Stifel Financial Corp. | 0.01% | Add +7.1% | 76,746 | $8.2M |
| Storebrand Asset Management As | 0.02% | Add +51.9% | 76,710 | $8.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +11.6% | 76,686 | $8.1M |
| National Bank of Canada | 0.01% | Reduce -54.1% | 76,379 | $8.1M |
| PEAK6 LLC | 0.20% | Add +168.2% | 74,846 | $8.0M |
| State of Michigan Retirement System | 0.04% | Add +8.0% | 74,200 | $7.9M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -41.7% | 74,053 | $7.9M |
| Concorde Financial Corp | 4.11% | Reduce -2.1% | 69,758 | $7.4M |
| Pennant Select, LLC | 4.66% | No change | 69,700 | $7.4M |
| Gabelli Funds LLC | 0.05% | Add +0.1% | 69,654 | $7.4M |
| Credit Agricole S A | 0.02% | — | 69,519 | $7.4M |
| Summit Financial, LLC | 0.11% | New | 69,209 | $7.4M |
| Daiichi Life Insurance Co., Ltd. | 0.18% | New | 67,920 | $7.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +99.8% | 67,866 | $7.2M |
| State of Tennessee, Department of Treasury | 0.02% | Add +31.2% | 67,096 | $7.1M |
| Arizona State Retirement System | 0.04% | Add +8.7% | 66,515 | $7.1M |
| Hood River Capital Management LLC | 0.08% | Add +5.2% | 65,463 | $7.0M |
| GMO | 0.02% | Add +108.7% | 64,700 | $6.9M |
| RR Advisors, LLC | 1.61% | Add +12.3% | 64,000 | $6.8M |
| Franklin Resources Inc. | 0.00% | Reduce -2.1% | 63,998 | $6.8M |
| Picton Mahoney Asset Management | 0.09% | Reduce -1.2% | 63,385 | $6.7M |
| ProShare Advisors LLC | 0.01% | Add +9.6% | 63,220 | $6.7M |
| Sierra Summit Advisors LLC | 0.99% | New | 61,326 | $6.5M |
| Czech National Bank | 0.04% | Add +14.3% | 60,484 | $6.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +82.8% | 58,942 | $6.3M |
| MetLife Investment Management, LLC | 0.03% | Add +6.4% | 58,777 | $6.2M |
| GF Fund Management Co. LTD. | 0.11% | Reduce -2.7% | 58,743 | $6.2M |
| Tocqueville Asset Management L.P. | 0.09% | Reduce -0.3% | 57,447 | $6.1M |
| Capital World Investors | 0.00% | No change | 57,324 | $6.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +7.7% | 57,188 | $6.1M |
| KLP Kapitalforvaltning As | 0.02% | Add +1.1% | 57,032 | $6.1M |
| Los Angeles Capital Management LLC | 0.02% | New | 56,329 | $6.0M |
| Susquehanna Fundamental Investments, LLC | 0.23% | Reduce -64.9% | 54,991 | $5.8M |
| Energy Income Partners, LLC | 0.11% | Add +28.2% | 54,421 | $5.8M |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 54,249 | $5.8M |
| Daiwa Securities Group Inc. | 0.02% | Add +52.2% | 54,019 | $5.7M |
| Public Sector Pension Investment Board | 0.02% | Add +15.2% | 51,351 | $5.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +4.2% | 51,334 | $5.5M |
| CIBC Asset Management Inc | 0.02% | Add +47.9% | 51,001 | $5.4M |
| West Family Investments, Inc. | 1.19% | No change | 50,000 | $5.3M |
| Schroder Investment Management Group | 0.00% | Add +9.4% | 49,547 | $5.3M |
| River Road Asset Management, LLC | 0.06% | Reduce -2.1% | 47,216 | $5.0M |
| Woodstock Corp. | 0.43% | Reduce -2.1% | 46,936 | $5.0M |
| Adams Natural Resources Fund, Inc. | 0.75% | Reduce -57.3% | 46,400 | $4.9M |
| Quantinno Capital Management LP | 0.01% | Add +47.9% | 45,652 | $4.9M |
| Aventail Capital Group, LP | 0.23% | No change | 45,471 | $4.8M |
| Comerica Bank | 0.02% | Add +11.0% | 45,320 | $4.8M |
| Ripple Effect Asset Management LP | 2.76% | Reduce -39.7% | 45,200 | $4.8M |
| MUFG Securities EMEA plc | 0.12% | Reduce -51.9% | 44,558 | $4.7M |
| DNB Asset Management AS | 0.02% | Add +10.3% | 44,370 | $4.7M |
| Creative Planning | 0.00% | Add +2.3% | 44,066 | $4.7M |
| Amalgamated Bank | 0.03% | Add +4.7% | 43,944 | $4.7M |
| DC Investments Management, LLC | 1.93% | No change | 43,761 | $4.6M |
| Artemis Investment Management LLP | 0.06% | Reduce -48.8% | 42,270 | $4.5M |
| Nicholas Investment Partners, LP | 0.39% | No change | 42,243 | $4.5M |
| Thomist Capital Management, LP | 1.39% | New | 41,900 | $4.5M |
| Swiss Life Asset Management Ltd | 0.02% | Add +38.4% | 41,892 | $4.5M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -94.3% | 41,123 | $4.4M |
| Lonestar Capital Management LLC | 2.95% | Reduce -34.0% | 40,000 | $4.2M |
| apricus wealth, LLC | 2.17% | Add +9.1% | 37,905 | $4.0M |
| IFM Investors Pty Ltd | 0.04% | Add +5.2% | 37,816 | $4.0M |
| Intech Investment Management LLC | 0.03% | Add +513.9% | 36,781 | $3.9M |
| Delphi Financial Group, Inc. | 2.24% | No change | 36,720 | $3.9M |
| SG Americas Securities, LLC | 0.01% | Reduce -46.2% | 36,365 | $3.9M |
| Utah Retirement Systems | 0.04% | Reduce -3.1% | 36,263 | $3.9M |
| Cwm, LLC | 0.01% | Add +1066.0% | 36,227 | $3.8M |
| Long Focus Capital Management, LLC | 0.22% | New | 36,000 | $3.8M |
| AXA Investment Managers S.A. | 0.01% | — | 35,697 | $3.8M |
| Mariner, LLC | 0.00% | Add +7.2% | 35,434 | $3.8M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +6.0% | 35,335 | $3.8M |
| First American Bank | 0.24% | Add +46.0% | 35,279 | $3.7M |
| Black Maple Capital Management LP | 2.69% | New | 34,941 | $3.7M |
| AlphaCore Capital LLC | 0.12% | Reduce -6.1% | 34,777 | $3.7M |
| Empyrean Capital Partners, LP | 0.16% | No change | 34,500 | $3.7M |
| Cetera Investment Advisers | 0.00% | Add +41.4% | 33,850 | $3.6M |
| Jackson Hole Capital Partners, LLC | 0.61% | Add +2.9% | 33,558 | $3.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.17% | Add +120.6% | 32,662 | $3.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +25.2% | 32,623 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -1.4% | 32,493 | $3.5M |
| New York Life Investment Management LLC | 0.03% | Add +9.6% | 32,425 | $3.4M |
| CIBC Bancorp USA Inc. | 0.02% | — | 32,423 | $3.4M |
| Ieq Capital, LLC | 0.01% | Add +1558.2% | 32,402 | $3.4M |
| Woodline Partners LP | 0.02% | Reduce -93.1% | 31,472 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +147.2% | 31,013 | $3.3M |
| Candriam S.C.A. | 0.02% | Add +59.0% | 30,794 | $3.3M |
| Viking Fund Management LLC | 0.39% | Add +200.0% | 30,000 | $3.2M |
| Corient Private Wealth LP | 0.01% | Add +43.7% | 29,822 | $3.2M |
| Teacher Retirement System of Texas | 0.01% | Reduce -6.8% | 29,610 | $3.1M |
| Xponance LLC | 0.02% | Reduce -6.0% | 29,386 | $3.1M |
| Horizon Investments, LLC | 0.04% | Add +89.0% | 29,096 | $3.1M |
| UniSuper Management Pty Ltd | 0.02% | Add +23.8% | 29,032 | $3.1M |
| Zacks Investment Management | 0.02% | Reduce -1.5% | 28,789 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.6% | 28,592 | $3.0M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +8.8% | 28,428 | $3.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +4.8% | 28,393 | $3.0M |
| Employees Retirement System of Texas | 0.03% | No change | 28,352 | $3.0M |
| First Dallas Securities Inc. | 1.13% | Add +10.4% | 28,340 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Add +1.4% | 28,029 | $3.0M |
| Steadfast Capital Management LP | 0.05% | New | 28,000 | $3.0M |
| Captrust Financial Advisors | 0.01% | Add +14.8% | 27,496 | $2.9M |
| Interval Partners, LP | 0.06% | Add +14.5% | 27,407 | $2.9M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +46.0% | 27,300 | $2.9M |
| IMC-Chicago, LLC | 0.05% | New | 26,780 | $2.8M |
| Dark Forest Capital Management LP | 0.10% | Add +14.1% | 26,164 | $2.8M |
| NEOS Investment Management LLC | 0.02% | Add +43.9% | 26,022 | $2.8M |
| Romano Brothers and Company | 0.32% | Add +21.0% | 25,950 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | Add +5.6% | 25,678 | $2.7M |
| Delta Global Management LP | 0.20% | New | 25,381 | $2.7M |
| Scotia Capital Inc. | 0.01% | Add +8.3% | 25,308 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.7% | 25,070 | $2.7M |
| Manatuck Hill Partners, LLC | 0.90% | New | 25,000 | $2.7M |
| Permanent Capital Management, LP | 0.48% | — | 24,184 | $2.6M |
| McGowan Group Asset Management, Inc. | 0.32% | Add +1.4% | 23,968 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +98.4% | 23,655 | $2.5M |
| Mirae Asset Securities (usa) Inc. | 0.11% | Reduce -53.6% | 23,255 | $2.5M |
| Glenorchy Capital Ltd | 1.78% | Reduce -3.8% | 23,113 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +6.6% | 23,946 | $2.5M |
| Oak Thistle LLC | 0.36% | Reduce -12.3% | 22,045 | $2.3M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 21,707 | $2.3M |
| Murphy Pohlad Asset Management LLC | 0.89% | Add +5.1% | 21,351 | $2.3M |
| Summit Wealth Group LLC / Co. | 0.24% | New | 39,414 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +95.0% | 20,689 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -97.8% | 20,862 | $2.2M |
| Marex Group Ltd | 0.03% | Reduce -65.5% | 20,638 | $2.2M |
| Nordea Investment Management AB | 0.00% | Add +32.5% | 20,275 | $2.2M |
| Tejara Capital Ltd | 1.19% | New | 20,400 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.6% | 20,150 | $2.1M |
| Accordant Advisory Group Inc | 1.45% | Add +3.3% | 20,082 | $2.1M |
| Evercore Wealth Management, LLC | 0.03% | New | 20,028 | $2.1M |
| DRW Securities, LLC | 0.11% | Add +770.9% | 19,935 | $2.1M |
| Lombard Odier Asset Management (USA) Corp | 0.57% | Add +73.2% | 19,959 | $2.1M |
| Point72 Europe (London) LLP | 0.11% | New | 19,200 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.1% | 19,109 | $2.0M |
| Uhlmann Price Securities, LLC | 1.24% | Reduce -2.1% | 19,100 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +181.5% | 19,053 | $2.0M |
| Orca Wealth Management, LLC | 1.53% | Add +0.3% | 19,029 | $2.0M |
| LMR Partners LLP | 0.04% | Add +74896.0% | 18,749 | $2.0M |
| Parallax Volatility Advisers, L.P. | 0.07% | Add +1569.3% | 18,746 | $2.0M |
| Brandes Investment Partners, LP | 0.02% | Add +14.7% | 18,709 | $2.0M |
| Independent Advisor Alliance | 0.05% | Reduce -1.0% | 18,458 | $2.0M |
| Union Bancaire Privee, UBP SA | 0.03% | Reduce -27.5% | 13,097 | $1.9M |
| Norinchukin Bank, The | 0.03% | Add +17.6% | 18,072 | $1.9M |
| Boothbay Fund Management, LLC | 0.05% | Add +286.6% | 17,932 | $1.9M |
| Stanley-Laman Group, Ltd. | 0.27% | New | 17,706 | $1.9M |
| Arkadios Wealth Advisors | 0.05% | Reduce -1.8% | 17,692 | $1.9M |
| Gradient Investments LLC | 0.03% | Reduce -3.6% | 17,340 | $1.8M |
| Wolverine Trading, LLC | 0.04% | Add +22.6% | 17,125 | $1.8M |
| NYL Investors LLC | 0.62% | No change | 17,058 | $1.8M |
| Penn Capital Management Company, LLC | 0.14% | Reduce -3.1% | 16,694 | $1.8M |
| KBC Group NV | 0.00% | No change | 16,937 | $1.8M |
| MFG Wealth Management, Inc. | 1.36% | Reduce -6.4% | 16,922 | $1.8M |
| Westerkirk Capital Inc. | 0.20% | No change | 16,300 | $1.7M |
| MASTERINVEST Kapitalanlage GmbH | 0.17% | Reduce -4.9% | 16,066 | $1.7M |
| TCW Group Inc. | 0.01% | Reduce -13.1% | 16,005 | $1.7M |
| Merit Financial Group, LLC | 0.02% | Reduce -7.5% | 15,848 | $1.7M |
| CenterBook Partners LP | 0.08% | Add +29.5% | 15,828 | $1.7M |
| Mizuho Securities USA LLC | 0.03% | Add +15.8% | 17,345 | $1.7M |
| Nierenberg Investment Management Company, LLC | 0.91% | No change | 15,555 | $1.7M |
| Clear Harbor Asset Management, LLC | 0.11% | Add +2.8% | 15,210 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.4% | 14,784 | $1.6M |
| Vontobel Holding Ltd. | 0.00% | Add +145.3% | 14,579 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.1% | 14,566 | $1.5M |
| Vident Advisory, LLC | 0.01% | Add +3.3% | 14,388 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -15.3% | 14,284 | $1.5M |
| Arax Advisory Partners | 0.02% | Add +2501.5% | 14,230 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 14,165 | $1.5M |
| Hartford Investment Management Co. | 0.04% | Add +6.6% | 13,983 | $1.5M |
| Kentucky Retirement Systems | 0.04% | New | 13,796 | $1.5M |
| Tidal Investments LLC | 0.01% | Reduce -26.3% | 13,599 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -8.7% | 13,586 | $1.4M |
| Braun Stacey Associates Inc. | 0.05% | No change | 13,575 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +21.6% | 13,251 | $1.4M |
| Cloverfields Capital Group, LP | 0.44% | Reduce -36.2% | 13,217 | $1.4M |
| Guardian Partners Inc. | 0.12% | New | 12,850 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +556.7% | 13,200 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,139 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -29.1% | 12,996 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +30.2% | 12,984 | $1.4M |
| Stephens Inc. | 0.02% | Add +2.3% | 12,765 | $1.4M |
| Two Sigma Securities, LLC | 0.20% | Reduce -66.1% | 12,545 | $1.3M |
| Corient IA LP | 0.99% | New | 12,500 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Add +9.7% | 12,500 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +9.6% | 12,065 | $1.3M |
| Gilder Gagnon Howe & Co. LLC | 0.01% | Reduce -2.3% | 11,878 | $1.3M |
| Sustainable Insight Capital Management, LLC | 0.40% | New | 11,861 | $1.3M |
| Axq Capital, LP | 0.48% | Add +121.8% | 11,797 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.36% | Reduce -7.9% | 11,710 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -8.5% | 11,697 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.04% | Add +12.1% | 11,655 | $1.2M |
| Marathon Capital Management | 0.28% | Reduce -1.2% | 11,519 | $1.2M |
| Securian Asset Management, Inc. | 0.03% | Add +1.3% | 11,465 | $1.2M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +13.3% | 11,138 | $1.2M |
| Moran Wealth Management, LLC | 0.04% | Add +76.5% | 11,105 | $1.2M |
| Capstone Investment Advisors, LLC | 0.01% | Add +134.5% | 11,027 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -71.5% | 11,013 | $1.2M |
| SteelPeak Wealth, LLC | 0.04% | Add +54.5% | 10,982 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -33.5% | 10,972 | $1.2M |
| Ami Asset Management Corp. | 0.06% | New | 10,937 | $1.2M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.70% | Add +5.8% | 10,936 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | No change | 10,782 | $1.1M |
| Huber Capital Management LLC | 0.18% | Add +0.2% | 10,701 | $1.1M |
| Bridgewater Associates | 0.00% | New | 10,688 | $1.1M |
| Investment Management Corp of Ontario | 0.02% | Add +107.5% | 10,641 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +45.0% | 10,618 | $1.1M |
| Headlands Technologies LLC | 0.09% | Reduce -57.0% | 10,526 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Reduce -0.6% | 10,363 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.6% | 10,080 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.2% | 10,278 | $1.1M |
| CVA Family Office, LLC | 0.14% | Reduce -0.2% | 10,245 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +8.5% | 10,064 | $1.1M |
| Doliver Advisors, LP | 0.28% | Add +158.1% | 10,051 | $1.1M |
| Sequent Asset Management, LLC | 0.50% | No change | 9,984 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.07% | Add +194.4% | 9,861 | $1.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +11.7% | 9,819 | $1.0M |
| Quadrant Capital Group LLC | 0.03% | Reduce -1.1% | 9,817 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | Add +1.0% | 9,800 | $1.0M |
| Westpac Banking Corp. | 0.06% | New | 9,784 | $1.0M |
| Perpetual Ltd | 0.01% | New | 9,784 | $1.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -91.3% | 9,753 | $1.0M |
| Recurrent Investment Advisors LLC | 0.08% | No change | 9,689 | $1.0M |
| Profund Advisors LLC | 0.03% | Add +11.5% | 9,667 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +46.8% | 9,584 | $1.0M |
| Prelude Capital Management, LLC | 0.08% | Add +439.9% | 9,567 | $1.0M |
| Crewe Advisors LLC | 0.10% | No change | 9,433 | $1.0M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +211.4% | 9,343 | $993K |
| AAFMAA Wealth Management & Trust LLC | 0.39% | Add +1.1% | 9,170 | $974K |
| Spirit of America Management Corp. | 0.19% | No change | 9,050 | $961K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -17.6% | 8,974 | $953K |
| Mangrove Partners Im, LLC | 0.08% | Add +39.9% | 8,749 | $929K |
| Southport Management, L.L.C. | 3.80% | No change | 8,670 | $921K |
| IRON Financial LLC | 0.44% | New | 8,639 | $918K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +354.4% | 8,120 | $912K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.04% | Add +5.1% | 5,419 | $908K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +52.7% | 8,967 | $903K |
| Allstate Corp. | 0.02% | New | 8,450 | $898K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +35.0% | 8,342 | $886K |
| Wbi Investments, LLC | 0.22% | New | 8,210 | $872K |
| Independence Bank of Kentucky | 0.11% | New | 8,200 | $871K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +71.9% | 8,000 | $850K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -3.5% | 7,992 | $849K |
| Pickering Energy Partners LP | 18.55% | Add +33.6% | 7,950 | $845K |
| Confluence Investment Management LLC | 0.01% | Add +13.3% | 7,945 | $844K |
| Metis Global Partners, LLC | 0.02% | Add +3.8% | 7,924 | $842K |
| Guggenheim Capital LLC | 0.01% | Add +17.2% | 7,779 | $826K |
| Sig Brokerage, LP | 0.21% | New | 7,679 | $816K |
| Forum Financial Management, LP | 0.01% | Add +86.0% | 7,655 | $813K |
| Cidel Asset Management Inc. | 0.05% | No change | 7,622 | $810K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +9.9% | 7,590 | $806K |
| X-Square Capital, LLC | 0.25% | Reduce -0.1% | 7,557 | $803K |
| Natixis | 0.00% | Reduce -80.1% | 7,404 | $787K |
| WealthTrust Asset Management, LLC | 0.53% | Reduce -3.8% | 7,248 | $770K |
| Brighton Jones LLC | 0.02% | New | 7,217 | $767K |
| Baldwin Investment Management, LLC | 0.09% | Add +81.7% | 7,118 | $756K |
| Fifth Third Bancorp | 0.00% | Add +252.6% | 7,080 | $752K |
| Qtron Investments LLC | 0.09% | No change | 7,079 | $752K |
| PKO Investment Management Joint-Stock Co | 0.06% | No change | 6,900 | $733K |
| Silvant Capital Management LLC | 0.03% | Reduce -5.1% | 6,887 | $732K |
| Quattro Financial Advisors LLC | 0.23% | Add +61.2% | 6,772 | $719K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -3.4% | 6,711 | $713K |
| QRG Capital Management, Inc. | 0.01% | Reduce -39.4% | 6,704 | $712K |
| Vestcor Inc | 0.02% | No change | 6,635 | $705K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -88.8% | 6,601 | $701K |
| Praxis Investment Management Inc. | 0.04% | Reduce -30.9% | 6,486 | $689K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -13.5% | 6,470 | $687K |
| GAMCO Investors | 0.01% | Reduce -0.4% | 6,451 | $685K |
| Mufg Securities Americas Inc. | 0.04% | Add +33.8% | 6,422 | $682K |
| Icon Wealth Advisors, LLC | 0.05% | No change | 6,345 | $674K |
| SevenBridge Financial Group, LLC | 0.11% | Reduce -21.8% | 5,503 | $657K |
| Meiji Yasuda Life Insurance Co | 0.02% | New | 6,113 | $649K |
| Mediolanum International Funds Ltd | 0.01% | Reduce -0.9% | 6,071 | $648K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 6,122 | $641K |
| Wahed Invest LLC | 0.09% | Add +0.6% | 6,010 | $639K |
| Hennessy Advisors Inc. | 0.02% | Add +20.4% | 5,900 | $627K |
| D.A. Davidson & Co. | 0.00% | Add +25.5% | 5,840 | $620K |
| Sfmg, LLC | 0.04% | New | 5,833 | $620K |
| Wedmont Private Capital | 0.02% | Reduce -27.5% | 5,645 | $615K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | New | 5,783 | $614K |
| Shay Capital LLC | 0.11% | New | 5,750 | $611K |
| Ground Swell Capital, LLC | 1.32% | New | 5,637 | $599K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -9.8% | 5,618 | $597K |
| Danske Bank A/S | 0.00% | Reduce -48.8% | 5,605 | $595K |
| Susquehanna Advisors Group, Inc. | 0.02% | New | 5,584 | $593K |
| Sanders Morris Harris LLC | 0.08% | No change | 5,555 | $590K |
| Simplex Trading, LLC | 0.01% | New | 5,488 | $583K |
| Pinebridge Investments, L.P. | 0.00% | New | 5,384 | $572K |
| CENTRAL TRUST Co | 0.01% | Reduce -16.7% | 5,340 | $567K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 5,093 | $541K |
| Intellectus Partners, LLC | 0.10% | Add +0.1% | 5,079 | $540K |
| Pekin Hardy Strauss, Inc. | 0.05% | Reduce -1.7% | 5,025 | $534K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.0% | 5,023 | $534K |
| Polymer Capital Management (US) LLC | 0.07% | New | 5,002 | $531K |
| Pitcairn Co. | 0.04% | Reduce -39.4% | 4,985 | $530K |
| Numerai GP LLC | 0.07% | Reduce -93.6% | 4,856 | $516K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.2% | 4,854 | $516K |
| Carlson Capital, L.P. | 0.29% | New | 4,800 | $510K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.5% | 5,671 | $509K |
| Westwood Holdings Group Inc. | 0.00% | New | 4,778 | $508K |
| Jupiter Asset Management Ltd. | 0.00% | Add +16.0% | 4,610 | $490K |
| Truist Financial Corp. | 0.00% | Add +33.9% | 4,570 | $486K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 4,548 | $483K |
| Philip James Wealth Mangement, LLC | 0.06% | Add +66.6% | 4,529 | $481K |
| Evergreen Capital Management LLC | 0.01% | Reduce -19.7% | 4,508 | $479K |
| Teza Capital Management LLC | 2.54% | Add +95.6% | 4,417 | $469K |
| M&T Bank Corp | 0.00% | Reduce -48.2% | 4,415 | $469K |
| Verdence Capital Advisors LLC | 0.03% | Add +3.6% | 4,496 | $467K |
| Wedbush Securities Inc. | 0.02% | Add +81.2% | 4,344 | $461K |
| MIdWestOne Financial Group, Inc. | 0.06% | New | 4,333 | $460K |
| HB Wealth Management, LLC | 0.00% | Add +24.0% | 4,274 | $454K |
| Callan Family Office, LLC | 0.01% | Reduce -16.9% | 4,222 | $449K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -96.5% | 4,210 | $447K |
| Argentarii, LLC | 0.18% | Add +30.4% | 4,206 | $447K |
| New Wave Wealth Advisors LLC | 0.17% | Add +3.1% | 4,193 | $445K |
| Ethic Inc. | 0.01% | New | 4,077 | $433K |
| Sherbrooke Park Advisers LLC | 0.20% | Add +83.3% | 4,068 | $432K |
| Hardin Capital Partners, LLC | 0.23% | Add +0.1% | 4,004 | $425K |
| Northwest & Ethical Investments L.P. | 0.01% | No change | 3,980 | $425K |
| Federated Hermes, Inc. | 0.00% | Reduce -97.3% | 3,997 | $425K |
| Generali Investments, Management Co LLC | 0.09% | New | 3,984 | $423K |
| Oxbow Advisors, LLC | 0.04% | No change | 3,917 | $416K |
| Mgo One Seven LLC | 0.01% | Reduce -72.5% | 3,882 | $412K |
| Krilogy Financial LLC | 0.02% | New | 3,738 | $411K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -94.9% | 3,832 | $407K |
| CastleKnight Management LP | 0.02% | No change | 3,800 | $404K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -19.8% | 3,597 | $393K |
| Americana Partners, LLC | 0.01% | No change | 3,524 | $374K |
| Canada Post Corp Registered Pension Plan | 0.02% | No change | 3,500 | $374K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +10.8% | 3,452 | $367K |
| Simmons Bank | 0.02% | No change | 3,445 | $366K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 3,433 | $365K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,404 | $362K |
| William Blair Investment Management, LLC | 0.00% | Reduce -3.4% | 3,330 | $354K |
| &partners | 0.00% | Reduce -0.8% | 3,326 | $353K |
| Hohimer Wealth Management, LLC | 0.05% | No change | 3,313 | $352K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.2% | 3,272 | $348K |
| Atria Investments, Inc | 0.00% | Add +73.6% | 3,226 | $343K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -37.8% | 3,223 | $342K |
| Greenleaf Trust | 0.00% | Reduce -11.6% | 3,214 | $341K |
| Tema ETFs LLC | 0.03% | New | 3,209 | $341K |
| Savant Capital, LLC | 0.00% | Reduce -29.8% | 3,203 | $340K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -62.3% | 3,059 | $337K |
| Hara Capital LLC | 0.20% | Add +3.3% | 3,145 | $334K |
| Perigon Wealth Management, LLC | 0.01% | New | 3,135 | $333K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -81.8% | 3,133 | $333K |
| First Citizens Bank & Trust Co. | 0.01% | Add +1.2% | 3,089 | $328K |
| NJ State Employees Deferred Compensation Plan | 0.04% | No change | 3,034 | $322K |
| Chickasaw Capital Management LLC | 0.01% | Add +19.7% | 3,034 | $322K |
| Advisory Services Network, LLC | 0.00% | Reduce -48.6% | 3,029 | $322K |
| Chicago Partners Investment Group LLC | 0.01% | New | 3,183 | $322K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,948 | $321K |
| Gruss & Co., LLC | 0.83% | New | 3,000 | $319K |
| Encompass More Asset Management | 0.06% | New | 2,957 | $314K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +790.1% | 2,955 | $314K |
| Transcend Capital Advisors, LLC | 0.02% | Add +28.3% | 2,948 | $313K |
| Montgomery Investment Management Inc. | 0.11% | Add +7.3% | 2,940 | $312K |
| Engineers Gate Manager LP | 0.00% | Reduce -85.0% | 2,917 | $310K |
| Arcus Capital Partners, LLC | 0.13% | No change | 2,894 | $307K |
| Inspire Investing, LLC | 0.03% | Add +22.0% | 2,878 | $306K |
| Affinity Investment Advisors, LLC | 0.20% | Add +7.7% | 2,797 | $297K |
| GAMMA Investing LLC | 0.02% | Reduce -24.3% | 2,770 | $294K |
| Jones Financial Companies LLLP | 0.00% | Add +36.1% | 2,777 | $294K |
| Blackstone Inc. | 0.00% | No change | 2,762 | $293K |
| Avior Wealth Management, LLC | 0.01% | Add +0.2% | 2,759 | $293K |
| Brown Advisory Inc. | 0.00% | Add +0.4% | 2,748 | $292K |
| Compound Planning, Inc. | 0.01% | Reduce -26.8% | 2,745 | $292K |
| Terril Brothers, Inc. | 0.09% | No change | 2,700 | $287K |
| Net Worth Advisory Group | 0.08% | New | 2,684 | $285K |
| State of Wyoming | 0.03% | Add +1.5% | 2,670 | $284K |
| Chesley Taft & Associates LLC | 0.01% | New | 2,659 | $282K |
| Crumly & Associates Inc. | 0.06% | New | 2,604 | $277K |
| Mraz, Amerine & Associates, Inc. | 0.04% | No change | 2,601 | $276K |
| Glenmede Investment Management, LP | 0.00% | New | 2,599 | $276K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +5.8% | 2,553 | $271K |
| Oak Harvest Investment Services | 0.03% | Add +0.8% | 2,546 | $271K |
| Norden Group LLC | 0.03% | Reduce -55.1% | 2,493 | $265K |
| Guidance Capital, Inc. | 0.07% | Reduce -15.6% | 2,541 | $264K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +29.0% | 2,479 | $263K |
| Washburn Capital Management, Inc. | 0.14% | No change | 2,400 | $255K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +3.3% | 2,392 | $254K |
| Allworth Financial LP | 0.00% | Add +61.1% | 2,375 | $252K |
| Corsair Capital Management, L.P. | 0.04% | No change | 2,362 | $251K |
| Essex Bank | 0.06% | Reduce -2.4% | 2,362 | $251K |
| Wesbanco Bank Inc. | 0.01% | New | 2,345 | $249K |
| waypoint wealth counsel | 0.10% | New | 2,342 | $249K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -27.4% | 2,339 | $248K |
| Ritholtz Wealth Management | 0.00% | Reduce -25.4% | 2,322 | $247K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -7.2% | 2,315 | $246K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 2,234 | $243K |
| Brooklyn Investment Group | 0.03% | Reduce -0.3% | 2,018 | $240K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +13.2% | 2,219 | $236K |
| Breakwater Capital Group | 0.03% | Add +2.8% | 2,206 | $234K |
| Cim Investment Management Inc. | 0.06% | Reduce -51.9% | 2,190 | $233K |
| OneDigital Investment Advisors LLC | 0.00% | Add +5.2% | 2,184 | $232K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.3% | 2,176 | $231K |
| Cigna Investments Inc. | 0.03% | No change | 2,163 | $230K |
| Mattson Financial Services, LLC | 0.05% | New | 2,162 | $230K |
| AlphaQuest LLC | 0.01% | Reduce -9.4% | 2,148 | $228K |
| Shell Asset Management Co. | 0.02% | Reduce -37.8% | 2,146 | $228K |
| Moors & Cabot, Inc. | 0.01% | Reduce -3.6% | 2,124 | $226K |
| E&G Advisors, LLC | 0.05% | No change | 2,123 | $226K |
| Patton Fund Management, Inc. | 0.04% | No change | 2,091 | $222K |
| Ballentine Partners, LLC | 0.00% | Reduce -11.3% | 2,085 | $222K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -46.2% | 2,068 | $220K |
| Ironwood Investment Management LLC | 0.09% | No change | 2,042 | $217K |
| Wealthfront Advisers LLC | 0.00% | Reduce -17.8% | 2,039 | $217K |
| One Plus One Wealth Management, LLC | 0.11% | No change | 2,038 | $217K |
| Modera Wealth Management, LLC | 0.00% | Reduce -0.1% | 2,005 | $213K |
| Douglass Winthrop Advisors, LLC | 0.00% | No change | 2,000 | $212K |
| Nkcfo LLC | 0.06% | New | 2,000 | $212K |
| Exchange Traded Concepts, LLC | 0.00% | Add +38.7% | 1,970 | $209K |
| Uncommon Cents Investing LLC | 0.05% | No change | 1,945 | $207K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -3.1% | 1,937 | $206K |
| Park Avenue Securities LLC | 0.00% | Reduce -22.7% | 1,921 | $204K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -7.7% | 1,895 | $201K |
| Rothschild Investment LLC | 0.01% | Add +4948.6% | 1,868 | $198K |
| Huntington National Bank | 0.00% | Reduce -0.2% | 1,801 | $191K |
| Blue Trust, Inc. | 0.00% | Reduce -0.6% | 1,796 | $191K |
| Virtus Investment Advisers, LLC | 0.05% | Add +25.0% | 1,757 | $187K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.7% | 1,703 | $181K |
| IFP Advisors, Inc | 0.00% | Reduce -49.5% | 1,643 | $175K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.6% | 1,637 | $174K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 1,610 | $170K |
| Quantbot Technologies LP | 0.00% | Reduce -98.7% | 1,557 | $165K |
| Signaturefd, LLC | 0.00% | Reduce -40.4% | 1,507 | $160K |
| Siemens Fonds Invest GmbH | 0.01% | Add +6.8% | 1,383 | $147K |
| Essential Partners LLC | 0.05% | Add +10523.1% | 1,381 | $147K |
| Quarry LP | 0.04% | Reduce -35.1% | 1,375 | $146K |
| Archer Investment Corp | 0.03% | Add +3.8% | 1,375 | $146K |
| Oakworth Capital, Inc. | 0.01% | Reduce -48.9% | 1,244 | $132K |
| Solstein Capital, LLC | 0.06% | Reduce -2.3% | 1,214 | $129K |
| Deseret Mutual Benefit Administrators | 0.05% | Add +58.6% | 1,212 | $129K |
| Ascentis Wealth Management, LLC | 0.03% | Add +86.6% | 1,183 | $126K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -87.8% | 1,150 | $122K |
| Larson Financial Group LLC | 0.00% | Reduce -29.6% | 1,147 | $122K |
| Ostrum Asset Management | 0.01% | Reduce -3.1% | 1,141 | $121K |
| Principal Securities, Inc. | 0.00% | Reduce -57.2% | 1,009 | $107K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.4% | 925 | $98K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 900 | $96K |
| Payden & Rygel | 0.01% | No change | 853 | $91K |
| CI Investments Inc. | 0.00% | Reduce -19.4% | 858 | $91K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 848 | $90K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.3% | 831 | $88K |
| Clearstead Advisors, LLC | 0.00% | Add +401.2% | 827 | $88K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.0% | 792 | $84K |
| Chilton Capital Management LLC | 0.00% | Add +21.1% | 791 | $84K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 790 | $84K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.0% | 783 | $83K |
| Leonteq Securities AG | 0.00% | Add +1483.3% | 760 | $81K |
| Caitlin John, LLC | 0.05% | New | 719 | $76K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -19.0% | 630 | $67K |
| CYBER HORNET ETFs LLC | 0.04% | Add +3.9% | 620 | $66K |
| Stone House Investment Management, LLC | 0.01% | Reduce -2.2% | 611 | $65K |
| Sentry Investment Management LLC | 0.04% | Reduce -15.9% | 590 | $64K |
| MAI Capital Management | 0.00% | Reduce -0.8% | 600 | $64K |
| Piscataqua Savings Bank | 0.04% | No change | 520 | $55K |
| Ausbil Investment Management Ltd | 0.03% | Reduce -88.9% | 500 | $55K |
| Wealthspire Advisors, LLC | 0.00% | New | 509 | $54K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 500 | $53K |
| Adirondack Trust Co. | 0.02% | No change | 500 | $53K |
| Westside Investment Management, Inc. | 0.01% | No change | 500 | $53K |
| Brown Brothers Harriman & Co. | 0.00% | Add +41.9% | 491 | $52K |
| CX Institutional | 0.00% | New | 485 | $52K |
| Bayforest Capital Ltd | 0.02% | New | 461 | $49K |
| Root Financial Partners, LLC | 0.00% | New | 446 | $47K |
| Smartleaf Asset Management LLC | 0.00% | Add +85.0% | 433 | $46K |
| Bessemer Group Inc. | 0.00% | Reduce -56.5% | 427 | $46K |
| Rise Advisors, LLC | 0.02% | Add +1.2% | 413 | $44K |
| Summit Securities Group LLC | 0.01% | Add +182.8% | 410 | $44K |
| Costello Asset Management, INC | 0.01% | No change | 386 | $41K |
| Key Financial Inc | 0.01% | No change | 368 | $40K |
| ESL Trust Services, LLC | 0.01% | New | 302 | $32K |
| GW&K Investment Management, LLC | 0.00% | Add +3.7% | 280 | $30K |
| Assetmark, Inc. | 0.00% | Add +4.7% | 268 | $28K |
| Pinnacle Holdings, LLC | 0.01% | Reduce -33.4% | 261 | $28K |
| Pinney & Scofield, Inc. | 0.02% | No change | 260 | $28K |
| Amplify Investments, LLC | 0.68% | Reduce -66.7% | 252 | $27K |
| Cheviot Value Management, LLC | 0.00% | No change | 265 | $27K |
| Covestor Ltd | 0.01% | Add +7.8% | 207 | $22K |
| Cornerstone Planning Group LLC | 0.00% | Add +1256.3% | 217 | $22K |
| Red Tortoise LLC | 0.01% | No change | 202 | $21K |
| Founders Capital Management | 0.01% | No change | 200 | $21K |
| Bangor Savings Bank | 0.00% | No change | 200 | $21K |
| Hantz Financial Services, Inc. | 0.00% | Add +317.4% | 192 | $20K |
| TCTC Holdings, LLC | 0.00% | Reduce -41.8% | 180 | $19K |
| Hemington Wealth Management | 0.00% | Reduce -21.5% | 183 | $19K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 173 | $18K |
| Quent Capital, LLC | 0.00% | New | 171 | $18K |
| Bell Investment Advisors, Inc | 0.00% | No change | 166 | $18K |
| True Wealth Design, LLC | 0.01% | Add +371.4% | 165 | $18K |
| Citizens National Bank Trust Department | 0.00% | Reduce -75.5% | 160 | $17K |
| Anchor Investment Management, LLC | 0.00% | No change | 160 | $17K |
| Aventura Private Wealth, LLC | 0.01% | No change | 154 | $16K |
| Vision Financial Markets LLC | 0.01% | Add +0.7% | 153 | $16K |
| Navigoe, LLC | 0.01% | New | 160 | $16K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 150 | $16K |
| Private Wealth Management Group, LLC | 0.00% | No change | 150 | $16K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.1% | 139 | $15K |
| Versant Capital Management, Inc | 0.00% | Reduce -76.9% | 135 | $14K |
| Atlantic Union Bankshares Corp | 0.00% | New | 134 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -2.2% | 132 | $14K |
| Private Trust Co. NA | 0.00% | Add +19.3% | 130 | $14K |
| Peregrine Capital Management LLC | 0.00% | No change | 129 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -58.7% | 126 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 126 | $13K |
| First United Bank & Trust | 0.00% | No change | 120 | $13K |
| Truvestments Capital LLC | 0.00% | Reduce -44.4% | 120 | $13K |
| Millstone Evans Group, LLC | 0.01% | No change | 113 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 113 | $12K |
| Meeder Asset Management Inc. | 0.00% | Add +2.9% | 106 | $11K |
| Wolverine Asset Management LLC | 0.00% | No change | 105 | $11K |
| Raffa Wealth Management, LLC | 0.00% | No change | 104 | $11K |
| Sunbelt Securities, Inc. | 0.00% | New | 101 | $11K |
| Spire Wealth Management | 0.00% | Add +110.6% | 99 | $11K |
| Murphy & Mullick Capital Management Corp | 0.01% | New | 100 | $10K |
| Peoples Financial Services Corp. | 0.00% | No change | 86 | $9K |
| Salomon & Ludwin, LLC | 0.00% | New | 83 | $9K |
| UMB Bank, n.a. | 0.00% | Reduce -65.0% | 82 | $9K |
| Rakuten Investment Management, Inc. | 0.00% | — | 200 | $8K |
| Zions Bancorporation, National Association | 0.00% | Reduce -75.1% | 77 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -53.4% | 75 | $8K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 74 | $8K |
| PFS Partners, LLC | 0.00% | New | 69 | $7K |
| ORG Partners LLC | 0.00% | Reduce -9.6% | 66 | $7K |
| FNY Investment Advisers, LLC | 0.00% | New | 68 | $7K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 61 | $6K |
| WealthCollab, LLC | 0.00% | No change | 58 | $6K |
| Painted Porch Advisors LLC | 0.00% | No change | 56 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +243.8% | 55 | $6K |
| Howard Hughes Medical Institute | 0.00% | Add +13.3% | 51 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1500.0% | 48 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 47 | $5K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 46 | $5K |
| Johnson Financial Group, Inc. | 0.00% | New | 45 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 43 | $5K |
| Lummis Asset Management, LP | 0.00% | No change | 43 | $5K |
| Mather Group, Llc. | 0.00% | New | 40 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -60.4% | 42 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +71.4% | 36 | $4K |
| Alerus Financial NA | 0.00% | No change | 34 | $4K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -15.4% | 33 | $4K |
| Abound Wealth Management | 0.00% | New | 30 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +87.5% | 30 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -21.6% | 29 | $3K |
| Tortoise Investment Management, LLC | 0.00% | Add +3.6% | 29 | $3K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 27 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -10.0% | 27 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 25 | $3K |
| Asset Planning,Inc | 0.00% | No change | 25 | $3K |
| Copia Wealth Management | 0.00% | No change | 24 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | New | 24 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +4.3% | 24 | $3K |
| SouthState Bank Corp | 0.00% | Reduce -39.5% | 23 | $2K |
| Family Legacy Financial Solutions, LLC | 0.00% | No change | 22 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 22 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 20 | $2K |
| TFC Financial Management, Inc. | 0.00% | Add +300.0% | 20 | $2K |
| Penserra Capital Management LLC | 0.00% | Add +250.0% | 21 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.3% | 18 | $2K |
| Eastern Bank | 0.00% | New | 17 | $2K |
| Motco | 0.00% | No change | 16 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +45.5% | 16 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -99.8% | 16 | $2K |
| Clark Wealth Partners | 0.00% | Add +36.4% | 15 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 15 | $2K |
| Activest Wealth Management | 0.00% | Reduce -80.8% | 14 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 13 | $1K |
| CoreCap Advisors, LLC | 0.00% | Reduce -73.1% | 14 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -14.3% | 12 | $1K |
| Cromwell Holdings LLC | 0.00% | Reduce -70.0% | 12 | $1K |
| Albion Financial Group | 0.00% | New | 12 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 11 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 11 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 17 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 8 | $850 |
| Manchester Capital Management LLC | 0.00% | Reduce -61.1% | 7 | $744 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -14.3% | 6 | $638 |
| DecisionPoint Financial, LLC | 0.00% | No change | 5 | $546 |
| MV Capital Management, Inc. | 0.00% | Reduce -72.2% | 5 | $532 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -78.3% | 5 | $532 |
| Wealth Watch Advisors, INC | 0.00% | New | 5 | $531 |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $428 |
| WPG Advisers, LLC | 0.00% | No change | 4 | $425 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -42.9% | 4 | $425 |
| Davis Capital Management | 0.00% | — | 3 | $319 |
| Guerra Advisors Inc | 0.00% | New | 2 | $212 |
| IMA Advisory Services, Inc. | 0.00% | No change | 2 | $212 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $212 |
| Financial Management Professionals, Inc. | 0.00% | Reduce -90.9% | 1 | $106 |
| Avion Wealth | 0.00% | No change | 9 | $0 |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.