Expand EnergyEXE

13F holders, Q2 2026 (June 30)
853holders −45
100new positions
146sold out
10famous investors
$91.13avg. 13F price*

At the end of Q2 2026, 853 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, down 45 from Q1 2026. 100 opened new positions and 146 sold out. The largest holders were BlackRock, Inc. ($1.8B), Vanguard Capital Management LLC ($1.4B) and State Street Corp. ($1.4B). 10 famous investors held it, including Howard Marks (12.6% of Oaktree Capital Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Cliff Asness (0.2% of AQR Capital Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions100$252.0M
Exits146$647.8M

All 13F filers, Q1 2026 → Q2 2026: 27,673,854 shares bought and 26,881,078 shares sold, net +792,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 853 holders

BlackRock, Inc. 0.03% Add +4.6% 19,497,795 $1.8B
Vanguard Capital Management LLC 0.03% Add +0.5% 15,619,960 $1.4B
State Street Corp. 0.04% Add +7.8% 15,619,193 $1.4B
Vanguard Portfolio Management LLC 0.05% Add +4.2% 11,834,044 $1.1B
Geode Capital Management, LLC 0.03% Add +1.7% 6,732,861 $611.7M
Capital Research Global Investors 0.08% Reduce -2.3% 6,643,659 $605.8M
Invesco Ltd. 0.04% Add +23.2% 6,060,800 $552.7M
Victory Capital Management Inc. 0.28% Add +13.3% 5,396,426 $492.1M
AQR Capital Management 0.17% Add +39.7% 5,384,978 $491.1M
Oaktree Capital Management 12.64% No change 5,237,477 $477.6M
T. Rowe Price Associates Inc. 0.03% Reduce -4.4% 3,554,701 $324.2M
Capital World Investors 0.04% Reduce -47.0% 3,291,597 $300.2M
Morgan Stanley 0.02% Reduce -1.8% 3,256,729 $297.0M
Bank of New York Mellon Corp 0.04% Reduce -34.9% 2,929,145 $267.1M
Dimensional Fund Advisors LP 0.05% Add +12.6% 2,776,965 $253.1M
Goldman Sachs Group Inc. 0.03% Add +17.3% 2,705,214 $246.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -3.4% 2,677,536 $244.2M
Pacer Advisors, Inc. 0.60% Add +163.1% 2,553,833 $232.9M
Massachusetts Financial Services Co. 0.07% Reduce -32.3% 2,520,895 $229.9M
UBS Group AG 0.03% Add +74.2% 2,384,737 $217.5M
Disciplined Growth Investors Inc. 3.62% Reduce -1.1% 2,346,927 $214.0M
Phoenix Financial Ltd. 1.30% Add +16.2% 2,080,338 $189.7M
CIBC Bancorp USA Inc. 0.23% Reduce -26.3% 2,057,938 $188.0M
Northern Trust Corp. 0.02% Add +3.4% 2,025,120 $184.7M
Glendon Capital Management LP 23.86% No change 2,019,894 $184.1M
D. E. Shaw & Co. 0.12% Add +184.2% 1,983,146 $180.8M
FMR LLC 0.01% Reduce -6.4% 1,908,674 $174.1M
Altshuler Shaham Ltd 2.06% Add +21.9% 1,803,424 $164.5M
Charles Schwab Investment Management Inc. 0.02% Add +2.0% 1,754,390 $160.0M
Kopernik Global Investors, LLC 9.63% Add +111.8% 1,723,513 $157.2M
Bank of America Corp. 0.01% Reduce -13.9% 1,654,743 $150.9M
Man Group plc 0.28% Add +39.8% 1,625,479 $148.2M
Ameriprise Financial Inc. 0.03% Add +4.0% 1,408,840 $126.4M
Vanguard Fiduciary Trust Co. 0.03% Add +0.1% 1,341,732 $122.4M
Deutsche Bank AG 0.03% Add +19.7% 1,218,901 $111.2M
Assenagon Asset Management S.A. 0.14% Add +882.2% 1,183,098 $107.9M
HSBC Holdings PLC 0.05% Add +17.7% 1,107,812 $101.1M
Qube Research & Technologies Ltd 0.11% Reduce -59.3% 1,080,577 $98.5M
Gotham Asset Management 0.23% Add +160.7% 1,070,113 $97.6M
Marshall Wace, LLP 0.08% Add +125.1% 1,053,232 $96.0M
Royal Bank of Canada 0.02% Add +152.0% 1,043,193 $95.1M
Legal & General Group Plc 0.02% Reduce -1.1% 1,042,312 $95.0M
Amundi 0.02% Add +5.7% 1,006,632 $91.8M
Thrivent Financial for Lutherans 0.16% Reduce -7.3% 1,001,075 $91.3M
Prudential Financial Inc. 0.10% Reduce -0.1% 998,020 $91.0M
American Century Companies Inc. 0.04% Reduce -18.9% 964,473 $88.0M
JPMorgan Chase & Co. 0.01% Add +70.2% 973,027 $85.2M
Adage Capital Partners Gp, L.L.C. 0.12% Add +31.7% 933,200 $85.1M
Nomura Asset Management International Inc. 0.12% Add +17.3% 840,728 $76.7M
Vinva Investment Management Ltd 0.51% Add +2263.8% 872,964 $76.4M
First Trust Advisors LP 0.04% Add +6.9% 829,864 $75.7M
Stephens Investment Management Group LLC 0.80% Add +7.3% 814,640 $74.3M
Susquehanna International Group, LLP 0.07% Add +1828.6% 804,992 $73.4M
Sagefield Capital LP 5.42% Add +7.1% 801,345 $73.1M
SG Americas Securities, LLC 0.04% Add +44.4% 798,610 $72.8M
Lord, Abbett & Co. LLC 0.21% Reduce -46.2% 775,244 $70.7M
Millennium Management 0.05% Reduce -54.3% 756,643 $69.0M
Van Eck Associates Corp. 0.04% Add +201.1% 716,674 $65.4M
Rokos Capital Management LLP 0.79% Reduce -20.2% 688,699 $62.8M
Swiss National Bank 0.03% Reduce -3.0% 677,956 $61.8M
Balyasny Asset Management L.P. 0.12% Add +3.0% 675,722 $61.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +6.8% 651,788 $59.4M
Citadel Advisors 0.03% Reduce -58.7% 622,041 $56.7M
Voya Investment Management LLC 0.06% Reduce -68.4% 608,994 $55.5M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +14.6% 581,134 $53.0M
Nuveen, LLC 0.01% Reduce -6.9% 575,475 $52.5M
Thompson Siegel & Walmsley LLC 0.95% Add +24.4% 575,121 $52.4M
Clearbridge Investments, LLC 0.04% Add +12.5% 565,825 $51.6M
Vanguard Global Advisers, LLC 0.02% Add +5.0% 549,533 $50.1M
Neuberger Berman Group LLC 0.03% Reduce -25.7% 541,764 $49.4M
BNP Paribas Financial Markets 0.03% Add +7.1% 540,202 $49.3M
Bank Julius Baer & Co. Ltd, Zurich 0.12% Add +2.0% 528,025 $47.9M
Squarepoint Ops LLC 0.09% Add +12.8% 500,209 $45.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Add +12.8% 497,524 $45.4M
Van Lanschot Kempen Investment Management N.V. 0.34% Add +84.4% 487,647 $44.5M
Schwartz Investment Counsel Inc. 1.45% Add +17.0% 480,720 $43.8M
Principal Financial Group Inc. 0.02% Reduce -51.5% 475,903 $43.4M
IMC-Chicago, LLC 0.38% Add +2325.5% 459,197 $41.9M
Russell Investments Group, Ltd. 0.04% Add +38.4% 456,303 $41.6M
California Public Employees Retirement System 0.02% Add +5.9% 448,622 $40.9M
Bridgewater Associates 0.17% New 447,886 $40.8M
Raymond James Financial Inc. 0.01% Reduce -9.3% 444,863 $40.6M
Palo Duro Investment Partners, LP 7.73% Add +124.3% 439,476 $40.1M
Tocqueville Asset Management L.P. 0.53% Add +16.6% 436,694 $39.8M
Rhumbline Advisers 0.03% Add +3.3% 434,316 $39.6M
Los Angeles Capital Management LLC 0.15% Reduce -55.9% 434,113 $39.6M
Jupiter Topco LLC 0.02% — 428,603 $39.1M
Ruffer LLP 1.35% New 420,557 $38.3M
Susquehanna Portfolio Strategies, LLC 0.59% Add +515.7% 405,546 $37.0M
Retirement Systems of Alabama 0.11% Reduce -8.0% 390,557 $35.6M
Barclays PLC 0.01% Reduce -28.1% 381,673 $34.8M
Citigroup Inc. 0.02% Add +23.1% 379,724 $34.6M
Wellington Management Group LLP 0.01% Reduce -14.7% 375,816 $34.3M
Deprince Race & Zollo Inc. 0.56% Reduce -1.3% 368,045 $33.6M
Empowered Funds, LLC 0.16% Add +91.6% 340,931 $31.1M
Capital Fund Management S.A. 0.22% Add +77.6% 336,793 $30.7M
Allianz Asset Management GmbH 0.03% Add +215.9% 336,353 $30.7M
Primecap Management Co. 0.02% Reduce -1.7% 325,447 $29.7M
LSP Investment Advisors, LLC 26.78% No change 319,717 $29.2M
Erste Asset Management GmbH 0.22% No change 320,761 $28.1M
Great Lakes Advisors, LLC 0.21% Reduce -14.4% 296,951 $27.1M
California State Teachers Retirement System 0.02% Add +1.1% 279,633 $25.5M
Pinebridge Investments LLC 0.21% Reduce -15.0% 279,551 $25.5M
Alliancebernstein L.P. 0.01% Reduce -10.8% 231,672 $25.4M
Hancock Prospecting Pty Ltd 0.44% Add +61.1% 276,804 $25.2M
Canoe Financial LP 0.31% Reduce -76.7% 254,892 $25.2M
Freestone Grove Partners LP 0.16% Reduce -31.5% 269,312 $24.6M
Macquarie Group Ltd. 0.10% Add +25.6% 263,331 $24.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.14% No change 261,100 $23.8M
Schroder Investment Management Group 0.02% Add +17.1% 255,216 $23.3M
Holowesko Partners Ltd. 5.82% Add +0.9% 252,300 $23.0M
Manufacturers Life Insurance Company, The 0.02% Reduce -4.7% 245,914 $22.4M
Levin Capital Strategies, L.P. 1.50% Add +25.2% 244,468 $22.3M
National Pension Service 0.01% Reduce -57.1% 243,895 $22.2M
Himension Capital (singapore) Pte. LTD. 1.34% Add +66.5% 239,197 $21.8M
Goehring & Rozencwajg Associates, LLC 1.25% Add +5.3% 237,837 $21.7M
HITE Hedge Asset Management LLC 1.17% Reduce -33.3% 234,566 $21.4M
SIR Capital Management, L.P. 2.45% Reduce -43.0% 234,043 $21.3M
King Luther Capital Management Corp. 0.08% Reduce -8.7% 221,485 $20.2M
Bank of Montreal 0.01% Add +10.0% 220,947 $20.1M
GMO 0.04% Add +35.0% 218,944 $20.0M
Aviva PLC 0.03% Add +10.3% 209,767 $19.1M
Sei Investments Co. 0.02% Reduce -16.8% 209,618 $19.1M
Wells Fargo & Company 0.00% Reduce -68.5% 208,135 $19.0M
Envestnet Asset Management Inc. 0.00% Add +12.0% 204,947 $18.7M
State Board of Administration of Florida Retirement System 0.03% Reduce -0.1% 197,547 $18.0M
Pennant Investors, LP 5.34% No change 196,000 $17.9M
New York State Teachers Retirement System 0.03% Add +12.8% 191,297 $17.4M
National Bank of Canada 0.02% Add +127.1% 190,556 $17.4M
State of Wisconsin Investment Board 0.03% Reduce -23.1% 189,330 $17.3M
Hamilton Capital Partners Inc. 0.48% Add +10.3% 179,708 $16.4M
KLP Kapitalforvaltning As 0.05% Add +106.4% 179,632 $16.4M
Old West Investment Management, LLC 1.69% New 174,743 $15.9M
Korea Investment CORP 0.03% Reduce -21.9% 171,989 $15.7M
Toronto Dominion Bank 0.03% Add +149.1% 171,310 $15.6M
Quantinno Capital Management LP 0.02% Add +25.3% 170,479 $15.5M
Aberdeen Group plc 0.02% Reduce -5.8% 170,067 $15.5M
Cobalt Capital Management, Inc. 11.04% Add +89.3% 170,000 $15.5M
Ceredex Value Advisors LLC 0.44% Reduce -1.6% 169,548 $15.5M
Moran Wealth Management, LLC 0.42% Add +461.9% 167,650 $15.3M
Cerity Partners LLC 0.02% Add +146.8% 165,332 $15.1M
Treasurer of the State of North Carolina 0.04% Add +68.6% 164,129 $15.0M
DNB Asset Management AS 0.04% Add +118.7% 160,774 $14.7M
Franklin Resources Inc. 0.00% Add +132.4% 157,139 $14.3M
Focus Partners Wealth 0.01% Add +8.6% 156,445 $14.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -7.9% 156,404 $14.3M
CIBC Asset Management Inc 0.03% Add +52.5% 154,880 $14.1M
TMB Capital Partners, LLC 4.34% New 152,593 $13.9M
Ieq Capital, LLC 0.06% Add +0.9% 147,558 $13.5M
STRS Ohio 0.05% Reduce -18.8% 146,379 $13.3M
CSM Advisors, LLC 0.28% Reduce -0.9% 145,359 $13.3M
Tidal Investments LLC 0.03% Reduce -40.0% 144,285 $13.2M
Tortoise Capital Advisors, L.L.C. 0.13% Reduce -1.9% 140,470 $12.8M
Carlson Capital, L.P. 2.60% Add +482.4% 138,214 $12.6M
Hodges Capital Management Inc. 0.83% Add +2.7% 137,670 $12.6M
Teachers Retirement System of the State of Kentucky 0.08% No change 135,934 $12.4M
Lighthouse Investment Partners, LLC 0.38% New 135,389 $12.3M
Wedge Capital Management L L P 0.20% New 133,467 $12.2M
Janney Montgomery Scott LLC 0.02% Reduce -0.1% 130,862 $11.9M
Incision Capital Management LP 11.49% Reduce -13.3% 130,000 $11.9M
Brooklands Fund Management Ltd 9.73% Add +21.3% 132,190 $11.8M
Dockside LLC 2.72% — 127,698 $11.6M
Black Maple Capital Management LP 7.80% Add +86.5% 127,578 $11.6M
Mariner, LLC 0.01% Reduce -12.2% 127,349 $11.6M
Mubadala Investment Co PJSC 0.03% New 124,430 $11.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +8.5% 116,655 $10.6M
Group One Trading LLC 0.31% New 116,167 $10.6M
Ensign Peak Advisors, Inc 0.02% Add +15.2% 116,070 $10.6M
LPL Financial LLC 0.00% Add +7.3% 115,668 $10.5M
Creative Planning 0.01% Add +38.9% 115,519 $10.5M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.6% 115,507 $10.5M
Vanguard Investments Australia, Ltd. 0.03% Add +2.8% 113,857 $10.4M
Readystate Asset Management LP 0.68% New 113,091 $10.3M
ING Groep NV 0.05% Add +1352.8% 107,756 $9.8M
Brigade Capital Management, LP 11.20% Add +37.3% 105,871 $9.6M
Jane Street Group, LLC 0.01% Reduce -76.5% 105,397 $9.6M
Resona Asset Management Co.,Ltd. 0.04% Reduce -2.8% 104,029 $9.4M
Asset Management One Co., Ltd. 0.02% Add +2.6% 103,189 $9.4M
New York State Common Retirement Fund 0.01% Reduce -8.7% 101,684 $9.3M
Mirae Asset Securities (usa) Inc. 0.41% New 99,722 $9.1M
Oceanic Investment Management LTD 11.59% Reduce -12.7% 97,922 $8.9M
Mutual of America Capital Management LLC 0.09% Add +3.3% 97,710 $8.9M
Fearnley Asset Management As 3.14% Add +21.3% 95,840 $8.7M
Royal London Asset Management Ltd. 0.02% Reduce -2.0% 95,383 $8.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -8.2% 95,094 $8.7M
TD Asset Management Inc 0.01% Reduce -44.9% 94,814 $8.6M
Viking Fund Management LLC 0.76% Add +5.7% 93,000 $8.5M
Pictet Asset Management Holding SA 0.01% Reduce -2.0% 90,736 $8.3M
Rafferty Asset Management, LLC 0.02% Reduce -19.0% 89,443 $8.2M
Lazard Asset Management LLC 0.01% Add +554.9% 88,537 $8.1M
Adams Natural Resources Fund, Inc. 1.06% Add +90.7% 88,500 $8.1M
Stifel Financial Corp. 0.01% Add +5.8% 86,022 $7.8M
Nomura Asset Management Co. Ltd. 0.02% Reduce -6.3% 83,071 $7.6M
Alta Fundamental Advisers LLC 2.75% No change 82,960 $7.6M
Daiwa Securities Group Inc. 0.02% Add +34.8% 82,229 $7.5M
Tejara Capital Ltd 3.06% Add +34.4% 81,700 $7.5M
State of Tennessee, Department of Treasury 0.02% Reduce -3.2% 81,464 $7.4M
Brevan Howard Capital Management LP 0.11% Add +42.1% 80,960 $7.4M
Nomura Holdings Inc. 0.03% Reduce -52.1% 80,871 $7.4M
XTX Topco Ltd 0.09% Reduce -3.5% 79,392 $7.2M
Socorro Asset Management LP 3.43% Add +6.3% 79,100 $7.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -77.0% 79,068 $7.2M
Credit Agricole S A 0.02% Add +14.2% 78,793 $7.2M
State of New Jersey Common Pension Fund D 0.02% Reduce -4.1% 78,078 $7.1M
Public Employees Retirement System of Ohio 0.02% Add +7.8% 77,635 $7.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +7.8% 75,869 $6.9M
Davidson Investment Advisors 0.28% Reduce -6.7% 75,621 $6.9M
Gabelli Funds LLC 0.04% Reduce -0.8% 73,418 $6.7M
Worldquant Millennium Advisors LLC 0.02% Reduce -81.3% 72,300 $6.6M
Canada Pension Plan Investment Board 0.00% No change 71,801 $6.5M
Campbell Capital Management Inc. 2.32% New 70,791 $6.5M
State of Michigan Retirement System 0.03% Add +13.0% 70,300 $6.4M
Concorde Financial Corp 5.16% Add +0.7% 70,261 $6.4M
RR Advisors, LLC 1.85% No change 70,068 $6.4M
Eurizon Capital SGR S.p.A. 0.02% Add +29.0% 70,024 $6.4M
Pennant Select, LLC 2.82% No change 69,700 $6.4M
Summit Financial, LLC 0.07% Reduce -26.5% 69,393 $6.3M
Arizona State Retirement System 0.03% Add +6.5% 68,925 $6.3M
Continuum Advisory, LLC 0.51% New 68,903 $6.3M
Public Sector Pension Investment Board 0.02% Add +0.9% 68,295 $6.2M
Czech National Bank 0.03% Add +5.0% 68,094 $6.2M
Martingale Asset Management L P 0.14% New 65,801 $6.0M
TCW Group Inc. 0.04% Add +16.2% 63,801 $5.8M
Two Sigma Investments, LP 0.00% Reduce -78.7% 62,810 $5.7M
IFM Investors Pty Ltd 0.04% Add +3.6% 62,432 $5.7M
Mackenzie Financial Corp. 0.01% Reduce -82.1% 62,314 $5.7M
Mercer Global Advisors Inc. 0.01% Add +18.3% 62,078 $5.7M
Castleark Management LLC 0.15% No change 61,230 $5.6M
Fifth Third Bancorp 0.01% Add +7.2% 60,860 $5.5M
Storebrand Asset Management As 0.01% Reduce -12.4% 60,724 $5.5M
Scotia Capital Inc. 0.02% Add +1.1% 60,531 $5.5M
Osaic Holdings, Inc. 0.01% Reduce -17.7% 59,955 $5.5M
Core Capital Management & Research, inc. 2.84% — 56,236 $5.4M
Natixis 0.03% Add +0.3% 58,395 $5.3M
Vestcor Inc 0.13% Add +104.5% 57,849 $5.3M
Abn Amro Investment Solutions 0.04% New 56,917 $5.2M
Holocene Advisors, LP 0.01% Reduce -5.3% 56,753 $5.2M
ProShare Advisors LLC 0.01% Reduce -1.3% 55,949 $5.1M
Lonestar Capital Management LLC 3.23% Reduce -35.3% 55,000 $5.0M
MetLife Investment Management, LLC 0.02% Reduce -1.7% 54,533 $5.0M
GF Fund Management Co. LTD. 0.06% Reduce -16.6% 54,434 $5.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +14.1% 54,057 $4.9M
Intech Investment Management LLC 0.05% Reduce -10.3% 54,006 $4.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +10.9% 61,929 $4.8M
Nordea Investment Management AB 0.00% Add +4.5% 53,081 $4.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -4.8% 52,839 $4.8M
Woodline Partners LP 0.01% Add +12.1% 52,282 $4.8M
Romano Brothers and Company 0.46% Reduce -1.0% 50,559 $4.6M
Rockefeller Capital Management L.P. 0.01% Add +172.6% 50,325 $4.6M
Ninepoint Partners LP 0.41% New 50,000 $4.6M
1832 Asset Management L.P. 0.01% Add +0.4% 49,608 $4.5M
Cibc World Market Inc. 0.01% Reduce -74.5% 49,598 $4.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Add +2.9% 49,460 $4.5M
Boothbay Fund Management, LLC 0.09% Add +0.8% 48,673 $4.4M
Captrust Financial Advisors 0.01% Add +8.9% 47,242 $4.3M
Woodstock Corp. 0.35% Add +1.6% 46,742 $4.3M
Elo Mutual Pension Insurance Co 0.05% Add +26.4% 46,550 $4.2M
Harvey Capital Management Inc. 0.86% Reduce -9.7% 46,033 $4.2M
Ossiam 0.05% New 44,932 $4.1M
Amalgamated Bank 0.03% Add +0.7% 43,134 $3.9M
Algert Global LLC 0.05% New 43,074 $3.9M
apricus wealth, LLC 1.82% Add +3.4% 41,880 $3.8M
AlphaCore Capital LLC 0.07% Add +3.8% 41,217 $3.8M
Nicholas Investment Partners, LP 0.24% Reduce -2.9% 41,000 $3.7M
Susquehanna Advisors Group, Inc. 0.15% Reduce -44.6% 39,866 $3.6M
NEOS Investment Management LLC 0.01% Add +16.3% 39,707 $3.6M
Elevation Point Wealth Partners, LLC 0.07% Add +20.7% 39,198 $3.6M
MH & Associates Securities Management Corp. 3.20% Add +19.2% 39,097 $3.6M
Swiss Life Asset Management Ltd 0.01% Add +22.4% 38,415 $3.5M
Gradient Investments LLC 0.05% Add +8.1% 38,365 $3.5M
Xponance LLC 0.02% Add +1.4% 37,932 $3.5M
Rakuten Investment Management, Inc. 0.01% Add +10.9% 39,196 $3.4M
Lido Advisors, LLC 0.01% Add +1050.9% 36,725 $3.3M
Delphi Financial Group, Inc. 1.67% No change 36,720 $3.3M
Daiichi Life Insurance Co., Ltd. 0.08% Reduce -6.9% 36,657 $3.3M
DRW Securities, LLC 0.20% Add +156.4% 36,648 $3.3M
Merit Financial Group, LLC 0.02% Add +38.8% 36,530 $3.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +9.9% 36,065 $3.3M
Long Focus Capital Management, LLC 0.14% No change 36,000 $3.3M
NewEdge Advisors, LLC 0.01% Add +336.1% 35,673 $3.3M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -2.0% 34,611 $3.2M
Utah Retirement Systems 0.03% Reduce -6.0% 34,527 $3.1M
Empyrean Capital Partners, LP 0.12% No change 34,500 $3.1M
Sanctuary Advisors, LLC 0.01% Add +67.3% 34,476 $3.1M
Clear Harbor Asset Management, LLC 0.20% Add +34.6% 34,269 $3.1M
Orion Porfolio Solutions, LLC 0.02% Reduce -4.5% 34,207 $3.1M
Cetera Investment Advisers 0.00% Reduce -13.5% 33,957 $3.1M
DC Investments Management, LLC 1.05% No change 33,887 $3.1M
First Dallas Securities Inc. 1.01% Add +8.3% 33,574 $3.1M
New York Life Investment Management LLC 0.02% Add +0.7% 33,398 $3.0M
J. Safra Sarasin Holding AG 0.04% Add +45.4% 31,691 $3.0M
Crewe Advisors LLC 0.22% No change 33,134 $3.0M
SummitTX Capital, L.P. 0.08% Add +41.1% 32,873 $3.0M
Robeco Institutional Asset Management B.V. 0.00% Reduce -43.4% 32,788 $3.0M
OnyxPoint Global Management LP 3.31% Reduce -3.6% 32,566 $3.0M
Nissay Asset Management Corp. /Japan 0.01% Add +5.5% 32,326 $2.9M
Zacks Investment Management 0.02% Add +6.2% 31,685 $2.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 31,560 $2.9M
Oak Thistle LLC 0.28% New 31,532 $2.9M
Fifth Third Wealth Advisors LLC 0.08% Add +23.9% 30,690 $2.8M
Brandes Investment Partners, LP 0.02% Add +13.6% 29,883 $2.7M
Arax Advisory Partners 0.02% Add +1134.3% 29,870 $2.7M
Oregon Public Employees Retirement Fund 0.03% Add +8.1% 29,495 $2.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1.8% 29,115 $2.7M
HighTower Advisors, LLC 0.00% Reduce -35.0% 27,193 $2.5M
Dark Forest Capital Management LP 0.16% Add +1118.9% 27,010 $2.5M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -75.9% 26,932 $2.5M
PEAK6 LLC 0.06% New 26,856 $2.4M
Permanent Capital Management, LP 0.33% Add +18.9% 26,635 $2.4M
River Road Asset Management, LLC 0.03% Reduce -6.6% 26,232 $2.4M
NorthCoast Asset Management LLC 0.05% Add +53.1% 26,017 $2.4M
Candriam S.C.A. 0.01% Reduce -27.2% 25,693 $2.3M
Clark Estates Inc. 0.54% New 25,500 $2.3M
Natixis Advisors, LLC 0.00% Reduce -63.7% 25,005 $2.3M
Rothschild Investment LLC 0.09% Add +407.0% 24,966 $2.3M
Gateway Investment Advisers LLC 0.02% Add +814.9% 24,948 $2.3M
Yousif Capital Management, LLC 0.03% Reduce -2.4% 24,594 $2.2M
Retirement Planning Group, LLC 0.06% Reduce -0.0% 24,370 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -6.9% 24,351 $2.2M
Estate Counselors, LLC 0.19% New 24,244 $2.2M
Corient Private Wealth LP 0.00% Add +33.1% 23,988 $2.2M
Mediolanum International Funds Ltd 0.02% Add +242.1% 24,684 $2.2M
Guggenheim Capital LLC 0.01% Add +128.1% 23,610 $2.2M
Nykredit A/S 0.01% — 23,592 $2.2M
GAM Holding AG 0.16% Reduce -0.3% 23,575 $2.1M
State of Alaska, Department of Revenue 0.02% Reduce -0.1% 23,440 $2.1M
KBC Group NV 0.00% Add +14.7% 23,218 $2.1M
CSS LLC 0.28% Add +166.8% 22,920 $2.1M
Murphy Pohlad Asset Management LLC 0.72% Reduce -2.9% 22,783 $2.1M
Renaissance Technologies 0.00% Reduce -93.0% 22,662 $2.1M
MFG Wealth Management, Inc. 1.43% Reduce -0.8% 21,956 $2.0M
UniSuper Management Pty Ltd 0.01% Reduce -17.4% 21,928 $2.0M
Orca Wealth Management, LLC 1.20% Add +9.1% 21,894 $2.0M
FIL Ltd 0.00% Add +1198.0% 21,859 $2.0M
Public Employees Retirement Association of Colorado 0.01% No change 21,707 $2.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +975.0% 21,608 $2.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +37.8% 20,573 $1.9M
Bleakley Financial Group, LLC 0.02% New 20,332 $1.9M
Bank of Nova Scotia 0.00% Reduce -48.2% 19,970 $1.8M
Impact Partnership Wealth, LLC 0.17% New 19,632 $1.8M
Donoghue Forlines LLC 0.46% Add +27.4% 19,541 $1.8M
Uhlmann Price Securities, LLC 0.06% Add +0.4% 18,989 $1.7M
Agf Management Ltd. 0.01% Reduce -65.2% 18,975 $1.7M
McAlvany Wealth Management LLC 1.28% Add +12.0% 18,758 $1.7M
Mizuho Securities USA LLC 0.03% Add +30.1% 18,729 $1.7M
Stanley-Laman Group, Ltd. 0.17% Reduce -2.3% 18,708 $1.7M
Pinnacle Associates Ltd. 0.02% Add +21.1% 18,632 $1.7M
MML Investors Services, LLC 0.00% Add +74.6% 18,557 $1.7M
Oppenheimer & Co. Inc. 0.02% Reduce -4.3% 18,273 $1.7M
Nisa Investment Advisors, LLC 0.01% Add +15.2% 18,255 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Add +36.4% 18,240 $1.7M
Gulf International Bank (UK) Ltd 0.03% Reduce -2.3% 18,093 $1.6M
Polianta Ltd 0.20% Add +21.8% 17,900 $1.6M
Inspire Investing, LLC 0.07% Reduce -35.0% 17,884 $1.6M
Board of the Pension Protection Fund 1.54% New 17,800 $1.6M
Private Advisor Group, LLC 0.01% Add +182.9% 17,785 $1.6M
PNC Financial Services Group, Inc. 0.00% Add +10.8% 17,765 $1.6M
Crossmark Global Holdings, Inc. 0.02% Add +258.0% 17,286 $1.6M
Arkadios Wealth Advisors 0.02% Reduce -2.6% 17,030 $1.6M
Saudi Central Bank 0.02% Add +91.4% 16,828 $1.5M
Lanark Financial, Inc. 0.10% Add +37.6% 16,781 $1.5M
Summit Trail Advisors, LLC 0.02% Add +3.4% 16,668 $1.5M
Persistent Asset Partners Ltd 0.48% Add +31.3% 17,175 $1.5M
Clough Capital Partners L P 0.12% Reduce -95.3% 16,122 $1.5M
Headlands Technologies LLC 0.16% Add +112.9% 16,052 $1.5M
Caprock Group, LLC 0.03% New 15,821 $1.4M
Norinchukin Bank, The 0.01% Reduce -21.2% 15,796 $1.4M
Recurrent Investment Advisors LLC 0.09% Add +61.5% 15,646 $1.4M
Nierenberg Investment Management Company, LLC 0.70% No change 15,555 $1.4M
Interval Partners, LP 0.05% Add +47.2% 15,446 $1.4M
Investment Management Corp of Ontario 0.02% Reduce -10.0% 15,355 $1.4M
Vontobel Holding Ltd. 0.00% Reduce -0.2% 15,076 $1.4M
Fore Capital, LLC 4.31% New 15,000 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.3% 14,721 $1.3M
Glenorchy Capital Ltd 0.84% Add +7.1% 14,697 $1.3M
Diametric Capital, LP 0.14% New 14,662 $1.3M
Walleye Capital LLC 0.01% Reduce -66.8% 14,636 $1.3M
Vident Advisory, LLC 0.01% Reduce -5.7% 14,431 $1.3M
OMERS ADMINISTRATION Corp 0.01% Add +106.6% 14,372 $1.3M
Kentucky Retirement Systems 0.03% New 14,355 $1.3M
Federation des caisses Desjardins du Quebec 0.00% Add +17.7% 14,349 $1.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -85.2% 14,113 $1.3M
Twin Tree Management, LP 0.20% Add +995.7% 14,080 $1.3M
US Bancorp \de 0.00% Reduce -3.8% 14,051 $1.3M
K.J. Harrison & Partners Inc 0.18% New 14,000 $1.3M
McGowan Group Asset Management, Inc. 0.15% Add +0.5% 13,943 $1.3M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -3.9% 13,898 $1.3M
D.A. Davidson & Co. 0.01% Reduce -35.6% 13,876 $1.3M
Teacher Retirement System of Texas 0.00% Add +285.5% 13,697 $1.2M
Braun Stacey Associates Inc. 0.04% No change 13,575 $1.2M
Hohimer Wealth Management, LLC 0.13% Add +4.6% 13,565 $1.2M
Hartford Investment Management Co. 0.03% Reduce -3.1% 13,224 $1.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.71% No change 13,067 $1.2M
Independent Advisor Alliance 0.03% Reduce -4.2% 13,046 $1.2M
Westwood Holdings Group Inc. 0.01% Add +35.2% 12,991 $1.2M
Centiva Capital, LP 0.04% Add +126.2% 12,904 $1.2M
Horizon Investments, LLC 0.01% Add +6.1% 34,172 $1.2M
Profund Advisors LLC 0.03% Add +12.2% 12,639 $1.2M
Jones Financial Companies LLLP 0.00% Reduce -35.5% 12,812 $1.1M
Stephens Inc. 0.01% Reduce -10.2% 12,225 $1.1M
Louisiana State Employees Retirement System 0.02% Add +0.8% 12,200 $1.1M
Alps Advisors Inc. 0.01% Add +163.4% 12,195 $1.1M
Prelude Capital Management, LLC 0.08% Add +10.7% 11,977 $1.1M
Walleye Trading LLC 0.01% New 11,821 $1.1M
New Mexico Educational Retirement Board 0.03% Add +8.3% 11,800 $1.1M
Maryland State Retirement & Pension System 0.02% Add +5.5% 11,791 $1.1M
ExodusPoint Capital Management, LP 0.01% New 11,715 $1.1M
Landscape Capital Management, L.L.C. 0.07% Add +65.0% 11,451 $1.0M
Confluence Investment Management LLC 0.02% Add +8.3% 11,412 $1.0M
Cloverfields Capital Group, LP 0.31% Reduce -13.8% 11,391 $1.0M
Pathstone Holdings, LLC 0.00% Reduce -23.6% 11,331 $1.0M
Quattro Financial Advisors LLC 0.22% No change 11,158 $1.0M
Chicago Partners Investment Group LLC 0.02% Add +74.7% 10,967 $1.0M
Sig Brokerage, LP 0.16% New 10,982 $1.0M
Avior Wealth Management, LLC 0.03% Add +35.6% 10,922 $996K
IHT Wealth Management, LLC 0.02% New 10,841 $989K
Machina Capital S.A.S. 0.16% Reduce -0.3% 10,838 $988K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 10,835 $988K
Financiere des Professionnels - Fonds d'investissement inc. 0.06% Add +34.3% 10,700 $976K
Ami Asset Management Corp. 0.06% Add +1.1% 10,633 $970K
DAVENPORT & Co LLC 0.00% Reduce -1.7% 10,559 $963K
Composition Wealth, LLC 0.01% Reduce -1.5% 10,515 $959K
CVA Family Office, LLC 0.09% Add +0.1% 10,454 $953K
Beacon Pointe Advisors, LLC 0.00% Add +12.5% 10,382 $947K
QRG Capital Management, Inc. 0.01% Add +1.2% 10,361 $945K
Gilder Gagnon Howe & Co. LLC 0.01% Reduce -1.9% 10,179 $928K
Exchange Traded Concepts, LLC 0.00% Add +28.4% 10,174 $928K
Simplex Trading, LLC 0.02% New 10,165 $927K
Tobam 0.22% Add +62.8% 10,073 $919K
M&T Bank Corp 0.00% Reduce -3.1% 9,947 $906K
Neo Ivy Capital Management 0.21% Reduce -56.0% 9,863 $899K
Allspring Global Investments Holdings, LLC 0.00% Reduce -7.0% 9,962 $892K
Blair William & Co. 0.00% Reduce -6.8% 9,714 $886K
Intellectus Partners, LLC 0.15% Add +2.2% 9,499 $866K
Indivisible Partners 0.05% New 9,498 $866K
denkapparat Operations GmbH 0.28% New 9,480 $864K
Pallas Capital Advisors LLC 0.03% Add +141.8% 9,462 $863K
Doliver Advisors, LP 0.19% Reduce -1.5% 9,408 $858K
Quadrant Capital Group LLC 0.02% Reduce -0.3% 9,369 $854K
MUFG Securities EMEA plc 0.01% Reduce -84.1% 9,326 $850K
B. Metzler seel. Sohn & Co. AG 0.01% No change 9,253 $844K
Ethic Inc. 0.01% Add +111.1% 9,207 $840K
Argos Wealth Advisors, LLC 0.22% Add +0.4% 9,078 $828K
Spirit of America Management Corp. 0.16% No change 9,050 $825K
IRON Financial LLC 0.34% Add +7.8% 8,958 $817K
Baldwin Investment Management, LLC 0.08% Reduce -5.7% 8,663 $790K
HB Wealth Management, LLC 0.00% Add +6.1% 8,478 $773K
X-Square Capital, LLC 0.19% Add +3.0% 8,267 $754K
Mgo One Seven LLC 0.01% Reduce -3.4% 8,235 $751K
Steward Partners Investment Advisory, LLC 0.00% Reduce -74.5% 8,191 $747K
Cidel Asset Management Inc. 0.04% Add +2.4% 8,054 $734K
Salem Investment Counselors Inc. 0.02% No change 7,992 $729K
Leuthold Group, LLC 0.07% New 7,944 $724K
Brighton Jones LLC 0.01% Reduce -50.6% 7,931 $723K
Krilogy Financial LLC 0.02% Add +30.6% 7,831 $714K
Westpac Banking Corp. 0.04% Add +80.1% 7,752 $707K
Perpetual Ltd 0.01% Add +80.1% 7,752 $707K
Graham Capital Management, L.P. 0.03% Add +210.3% 7,746 $706K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.7% 7,671 $700K
Kestra Advisory Services, LLC 0.00% Add +4.2% 7,619 $695K
Aster Capital Management (DIFC) Ltd 0.15% Add +11795.3% 7,613 $694K
AlphaGrep UK Ltd 0.21% New 7,580 $691K
New Age Alpha Advisors, LLC 0.03% Reduce -1.5% 7,551 $689K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -13.1% 7,519 $687K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -4.7% 7,458 $680K
Hennessy Advisors Inc. 0.02% Reduce -8.0% 7,456 $680K
AAFMAA Wealth Management & Trust LLC 0.24% Reduce -8.2% 7,420 $677K
CI Investments Inc. 0.00% Add +290.4% 7,402 $675K
Banco BTG Pactual S.A. 0.09% Reduce -8.6% 7,400 $675K
DekaBank Deutsche Girozentrale 0.00% No change 6,122 $670K
Vestmark Advisory Solutions, Inc. 0.01% Add +23.0% 7,273 $663K
Mufg Securities Americas Inc. 0.03% Add +9.3% 7,206 $657K
Citizens Financial Group Inc. 0.01% Add +71.7% 7,193 $656K
Brown Brothers Harriman & Co. 0.00% Add +157.9% 7,044 $642K
Sequent Asset Management, LLC 0.27% No change 6,984 $637K
Curi Capital, LLC 0.01% Reduce -23.1% 6,978 $636K
Federated Hermes, Inc. 0.00% Add +28.7% 6,960 $635K
Encompass More Asset Management 0.09% Reduce -47.9% 6,937 $633K
Advisors Asset Management, Inc. 0.01% Add +97.2% 6,887 $628K
Sequoia Financial Advisors, LLC 0.00% Add +21.8% 6,872 $627K
Sterling Capital Management LLC 0.01% Reduce -10.7% 6,842 $624K
Silvant Capital Management LLC 0.02% No change 6,825 $622K
Danske Bank A/S 0.00% Add +4.6% 6,805 $621K
PKO Investment Management Joint-Stock Co 0.04% Reduce -22.7% 6,800 $620K
North Dakota State Investment Board 0.03% Add +2.9% 6,762 $617K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +137.8% 6,758 $616K
WealthTrust Asset Management, LLC 0.33% Reduce -3.2% 6,744 $615K
Integrated Wealth Concepts LLC 0.00% Reduce -43.4% 6,695 $611K
Huber Capital Management LLC 0.09% No change 6,621 $604K
Independence Bank of Kentucky 0.07% Reduce -13.6% 6,595 $601K
Affinity Investment Advisors, LLC 0.30% New 6,457 $589K
Pekin Hardy Strauss, Inc. 0.05% Reduce -6.3% 6,412 $585K
MAI Capital Management 0.00% Reduce -12.0% 6,392 $583K
Farther Finance Advisors, LLC 0.00% Reduce -1.1% 6,415 $582K
GAMCO Investors 0.01% Reduce -1.9% 6,344 $579K
NorthCrest Asset Manangement, LLC 0.01% Add +1.6% 6,487 $577K
Truist Financial Corp. 0.00% Add +11.5% 6,295 $574K
West Family Investments, Inc. 0.17% Add +12.6% 56,290 $574K
Polymer Capital Management (US) LLC 0.08% New 6,243 $569K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.0% 6,187 $564K
Securian Asset Management, Inc. 0.02% No change 6,376 $562K
Mount Lucas Management LP 0.20% Add +0.6% 6,082 $555K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Add +3.0% 5,957 $543K
Park Avenue Securities LLC 0.00% Add +123.0% 5,949 $543K
Mattson Financial Services, LLC 0.11% Add +13.4% 6,153 $543K
Canada Post Corp Registered Pension Plan 0.02% Reduce -19.3% 5,940 $542K
Gsa Capital Partners LLP 0.03% Add +106.3% 5,926 $540K
Wahed Invest LLC 0.06% Add +6.9% 5,840 $533K
Bull Harbor Capital LLC 0.10% Reduce -38.5% 5,833 $532K
Aptus Capital Advisors, LLC 0.00% Reduce -0.5% 5,827 $531K
Chesley Taft & Associates LLC 0.02% Reduce -8.4% 5,802 $529K
Sowell Financial Services LLC 0.02% New 5,786 $528K
Metis Global Partners, LLC 0.01% Reduce -15.2% 5,728 $522K
&partners 0.00% Add +27.4% 5,704 $517K
Marathon Capital Management 0.10% Add +6.5% 5,591 $510K
CWA Asset Management Group, LLC 0.02% Reduce -31.9% 5,538 $505K
Frec Markets, Inc. 0.05% New 5,516 $503K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 2,956 $503K
Transcend Capital Advisors, LLC 0.03% Add +39.4% 5,447 $497K
Belpointe Asset Management LLC 0.02% New 5,431 $495K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.0% 5,377 $490K
Evergreen Capital Management LLC 0.01% Add +12.1% 5,361 $489K
SteelPeak Wealth, LLC 0.01% Add +27.7% 5,320 $485K
Wedmont Private Capital 0.01% Reduce -2.1% 5,547 $484K
Bessemer Group Inc. 0.00% Add +92.3% 5,256 $480K
Cresset Asset Management, LLC 0.00% New 5,231 $477K
Waverly Advisors, LLC 0.00% Add +15.7% 5,231 $477K
New Wave Wealth Advisors LLC 0.13% Add +15.8% 5,228 $477K
Tema ETFs LLC 0.02% Reduce -94.3% 5,184 $473K
Wealthfront Advisers LLC 0.00% Add +52.4% 5,128 $468K
EP Wealth Advisors, LLC 0.00% Add +168.8% 5,104 $465K
Twin Capital Management Inc. 0.05% Add +0.2% 5,096 $465K
Apollon Wealth Management, LLC 0.01% Add +39.7% 5,028 $459K
Hara Capital LLC 0.24% Add +2.0% 5,020 $458K
Manatuck Hill Partners, LLC 0.15% Reduce -75.0% 5,000 $456K
Allworth Financial LP 0.00% Reduce -15.4% 4,999 $456K
Miller Global Investments, LLC 0.38% No change 4,972 $453K
Summit Global Investments 0.02% New 4,878 $445K
Odyssean, LLC 0.07% New 4,803 $438K
Pension & Wealth Management Advisors, Inc. 0.12% Reduce -4.4% 4,775 $435K
Tower Research Capital LLC (TRC) 0.01% Reduce -83.2% 4,770 $435K
Callan Family Office, LLC 0.01% Add +2.9% 4,730 $431K
CENTRAL TRUST Co 0.01% Reduce -8.5% 4,707 $429K
Parcion Private Wealth LLC 0.02% Add +48.9% 4,700 $429K
GAMMA Investing LLC 0.02% Reduce -17.7% 4,667 $426K
Wealthcare Advisory Partners LLC 0.01% Add +39.9% 4,653 $424K
Oslo Pensjonsforsikring AS 0.05% Add +13.0% 4,618 $421K
Atom Investors LP 0.04% Reduce -81.3% 4,603 $420K
Bridgewater Advisors Inc. 0.02% Reduce -1.4% 5,506 $414K
Credit Capital Investments LLC 0.24% Add +126.0% 4,520 $412K
Ritholtz Wealth Management 0.01% Add +27.3% 4,411 $402K
Savvy Advisors, Inc. 0.01% Add +29.6% 4,408 $402K
SevenBridge Financial Group, LLC 0.06% No change 4,298 $399K
Caitong International Asset Management Co., Ltd 0.05% New 4,280 $390K
Principal Securities, Inc. 0.00% Reduce -34.7% 4,191 $382K
Philip James Wealth Mangement, LLC 0.04% Reduce -13.5% 4,170 $380K
Jackson Thornton Wealth Management, LLC 0.03% Add +53.2% 4,134 $377K
Choreo, LLC 0.00% Add +9.4% 4,091 $373K
Rothschild Wealth LLC 0.03% Reduce -4.1% 4,071 $371K
Inspire Advisors, LLC 0.03% New 4,064 $371K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 4,000 $365K
State of Wyoming 0.04% Reduce -22.6% 3,997 $364K
Caxton Associates LLP 0.01% Reduce -67.1% 3,960 $361K
Mission Wealth Management, LP 0.00% New 3,934 $359K
Oxbow Advisors, LLC 0.03% No change 3,917 $357K
PFG Investments, LLC 0.01% Add +43.1% 3,736 $341K
Deltec Asset Management LLC 0.05% No change 3,718 $339K
Vise Technologies, Inc. 0.00% New 3,716 $339K
Waddell & Associates, LLC 0.02% Reduce -56.9% 3,693 $337K
Evolve Private Wealth, LLC 0.02% Reduce -10.1% 3,663 $334K
Alethea Capital Management, LLC 0.14% New 3,629 $331K
Bokf, NA 0.00% Reduce -4.9% 3,615 $330K
Cinctive Capital Management LP 0.01% Reduce -90.7% 3,594 $328K
Applied Finance Capital Management, LLC 0.02% New 3,584 $327K
Vanguard National Trust Co 0.02% No change 3,435 $313K
Savant Capital, LLC 0.00% Add +0.2% 3,410 $313K
TD Waterhouse Canada Inc. 0.00% Reduce -86.7% 3,472 $311K
Montgomery Investment Management Inc. 0.09% No change 3,390 $309K
Wedbush Securities Inc. 0.01% New 3,374 $308K
Corsair Capital Management, L.P. 0.04% No change 3,362 $307K
Quarry LP 0.05% Add +80.1% 3,354 $306K
Simplicity Wealth,LLC 0.01% New 3,344 $305K
Essential Partners LLC 0.14% Add +430.5% 3,321 $303K
Hyperion Capital Advisors LP 0.14% Add +37.5% 3,300 $301K
Meeder Advisory Services, Inc. 0.01% Add +38.9% 3,265 $298K
Hardin Capital Partners, LLC 0.14% Add +0.1% 3,247 $296K
EverSource Wealth Advisors, LLC 0.01% Reduce -34.5% 3,227 $294K
Manning & Napier Advisors LLC 0.00% Reduce -2.9% 3,188 $291K
William Blair Investment Management, LLC 0.00% Add +0.4% 3,168 $289K
V-Square Quantitative Management LLC 0.03% Add +41.4% 3,159 $288K
Moors & Cabot, Inc. 0.01% Reduce -7.7% 3,142 $287K
Greenleaf Trust 0.00% Reduce -2.2% 3,140 $286K
NewEdge Wealth, LLC 0.00% New 3,124 $285K
M.E. Allison & Co., Inc. 0.16% Add +66.7% 3,105 $283K
Cullen/Frost Bankers, Inc. 0.00% Add +0.6% 3,082 $281K
Atria Investments, Inc 0.00% Reduce -20.6% 3,054 $279K
Chickasaw Capital Management LLC 0.01% No change 3,034 $277K
Cooper Financial Group 0.02% Reduce -16.8% 3,036 $277K
Advisory Services Network, LLC 0.00% Reduce -28.7% 2,995 $273K
Florida Financial Advisors, LLC 0.05% Add +10.9% 2,983 $272K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -62.4% 2,984 $272K
Capstone Wealth Management, LLC 0.13% New 2,977 $271K
Personal Cfo Solutions, LLC 0.04% Add +13.8% 2,975 $271K
Allstate Corp. 0.00% Reduce -88.3% 2,961 $270K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -23.4% 2,945 $269K
Wealth Science Advisors LLC 0.12% Reduce -18.4% 2,848 $260K
Nicolet Bankshares Inc. 0.01% Reduce -66.4% 2,829 $258K
Compound Planning, Inc. 0.01% Add +21.9% 2,800 $255K
Oak Harvest Investment Services 0.02% Reduce -96.5% 2,775 $253K
Ostrum Asset Management 0.01% No change 2,768 $252K
Glenmede Trust Co. NA 0.00% Reduce -38.2% 2,751 $251K
VestGen Advisors, LLC 0.01% Reduce -27.9% 2,705 $247K
Terril Brothers, Inc. 0.06% No change 2,700 $246K
Kingswood Wealth Advisors, LLC 0.01% Add +22.0% 2,670 $243K
Mraz, Amerine & Associates, Inc. 0.03% No change 2,601 $237K
Everpar Advisors LLC 0.07% New 2,564 $234K
Coldstream Capital Management Inc. 0.00% Add +31.7% 2,541 $232K
EntryPoint Capital, LLC 0.06% New 2,524 $230K
Parallel Advisors, LLC 0.00% Add +31.6% 2,509 $229K
Baird Financial Group, Inc. 0.00% New 2,505 $228K
Teza Capital Management LLC 0.44% Add +3.3% 2,502 $228K
Gruss & Co., LLC 0.60% Reduce -16.7% 2,500 $228K
Abel Hall, LLC 0.04% New 2,498 $228K
United Capital Financial Advisors, LLC 0.00% Reduce -34.2% 2,468 $225K
Storgate, LLC 0.05% No change 2,428 $221K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +8.1% 2,401 $219K
Washburn Capital Management, Inc. 0.11% No change 2,400 $219K
Polar Asset Management Partners Inc. 0.01% New 2,380 $217K
Havemeyer Place LP 0.02% New 2,367 $216K
Legacy Financial Advisors, Inc. 0.03% Add +28.0% 2,359 $215K
Signaturefd, LLC 0.00% Add +48.5% 2,328 $212K
Caerus Investment Advisors, LLC 0.07% New 2,321 $212K
Ascentis Wealth Management, LLC 0.04% Add +12.4% 2,304 $210K
Alpine Bank Wealth Management 0.03% New 2,300 $210K
QTR Family Wealth, LLC 0.07% Reduce -36.2% 2,265 $207K
Ballentine Partners, LLC 0.00% Add +15.1% 2,254 $206K
Guidance Capital, Inc. 0.04% Add +2.1% 2,311 $204K
OneDigital Investment Advisors LLC 0.00% Add +1.9% 2,228 $203K
Proficio Capital Partners LLC 0.01% New 2,226 $203K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -1.8% 2,226 $203K
Jeppson Wealth Management, LLC 0.06% New 2,225 $203K
Cigna Investments Inc. 0.03% No change 2,191 $200K
Wilmington Savings Fund Society, FSB 0.00% No change 2,055 $187K
Westerkirk Capital Inc. 0.02% New 2,000 $182K
TD Private Client Wealth LLC 0.00% Reduce -8.0% 1,959 $179K
Geneos Wealth Management Inc. 0.00% Add +5.9% 1,820 $166K
Blue Trust, Inc. 0.00% Reduce -1.2% 1,791 $163K
Larson Financial Group LLC 0.00% Add +15.8% 1,621 $148K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,610 $147K
Stone House Investment Management, LLC 0.02% Add +1.2% 1,570 $143K
Assetmark, Inc. 0.00% Add +251.0% 1,569 $143K
Optiver Holding B.V. 0.00% Add +425.9% 1,562 $142K
Generali Investments, Management Co LLC 0.03% No change 1,534 $140K
Deseret Mutual Benefit Administrators 0.05% Reduce -38.8% 1,515 $138K
Canton Hathaway, LLC 0.03% No change 1,500 $137K
Siemens Fonds Invest GmbH 0.01% No change 1,456 $133K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -33.3% 1,365 $124K
Toth Financial Advisory Corp. 0.01% Reduce -38.0% 1,346 $123K
Solstein Capital, LLC 0.04% No change 1,245 $114K
Oakworth Capital, Inc. 0.01% No change 1,244 $113K
Private Wealth Management Group, LLC 0.02% Add +503.7% 1,153 $105K
Harbour Investments, Inc. 0.00% Add +5.6% 1,118 $102K
Global Retirement Partners, LLC 0.00% — 1,101 $100K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Reduce -12.2% 1,010 $92K
AlphaCentric Advisors LLC 0.08% Add +6.0% 1,008 $92K
Ameriflex Group, Inc. 0.04% Reduce -16.7% 1,000 $91K
IFP Advisors, Inc 0.00% Reduce -7.1% 985 $90K
Acumen Wealth Advisors, LLC 0.02% Reduce -17.0% 976 $89K
Covestor Ltd 0.05% Add +673.0% 974 $89K
Huntington National Bank 0.00% Reduce -11.4% 956 $87K
Caldwell Sutter Capital, Inc. 0.03% No change 900 $82K
Payden & Rygel 0.01% No change 853 $78K
Hantz Financial Services, Inc. 0.00% Reduce -3.8% 852 $78K
Pinnacle Holdings, LLC 0.02% New 806 $73K
NFSG Corp 0.01% New 800 $73K
Caitlin John, LLC 0.04% Add +0.7% 731 $67K
Chilton Capital Management LLC 0.00% No change 731 $67K
Clearstead Advisors, LLC 0.00% Reduce -71.3% 725 $66K
Leonteq Securities AG 0.00% Reduce -2.6% 724 $66K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -18.3% 685 $62K
Transamerica Financial Advisors, LLC 0.01% Add +17.8% 683 $62K
SBI Securities Co., Ltd. 0.00% Reduce -21.2% 664 $61K
CYBER HORNET ETFs LLC 0.03% Reduce -1.1% 650 $59K
South Dakota Investment Council 0.00% New 650 $59K
MCF Advisors LLC 0.00% New 536 $49K
Piscataqua Savings Bank 0.03% No change 520 $47K
Axiom Investment Management LLC 0.03% No change 519 $47K
CX Institutional 0.00% Reduce -61.7% 518 $47K
Smartleaf Asset Management LLC 0.00% No change 526 $46K
First Bancorp, Inc 0.02% New 501 $46K
Pingora Partners LLC 0.03% No change 500 $46K
Adirondack Trust Co. 0.01% No change 500 $46K
Compass Financial Management LLC 0.01% — 482 $45K
McGuire Capital Advisors Inc. 0.02% No change 484 $44K
SBI Okasan Asset Management Co.Ltd. 0.00% No change 500 $44K
Murphy & Mullick Capital Management Corp 0.03% Add +137.5% 475 $43K
True Wealth Design, LLC 0.01% Reduce -34.7% 474 $43K
Quent Capital, LLC 0.00% Add +149.1% 426 $39K
Costello Asset Management, INC 0.01% Add +1.6% 392 $36K
Key Financial Inc 0.01% No change 368 $34K
Harbor Investment Advisory, LLC 0.00% New 363 $33K
Amplify Investments, LLC 0.45% Add +17.6% 360 $33K
N.E.W. Advisory Services LLC 0.00% Add +286.8% 352 $32K
Abound Wealth Management 0.01% Add +1.8% 339 $31K
Ares Financial Consulting, LLC 0.02% Reduce -9.5% 332 $30K
Parallax Volatility Advisers, L.P. 0.00% Reduce -99.7% 323 $29K
Wealth Enhancement Trust Services, Inc. 0.00% New 309 $28K
ESL Trust Services, LLC 0.00% No change 302 $28K
Eastern Bank 0.00% New 300 $27K
Parkside Financial Bank & Trust 0.00% Reduce -33.9% 283 $26K
University of Texas/Texas Am Investment Management Co. 0.00% No change 272 $25K
Cheviot Value Management, LLC 0.00% No change 265 $24K
Guardian Partners Inc. 0.00% New 250 $23K
GW&K Investment Management, LLC 0.00% Reduce -12.4% 241 $22K
Elequin Capital, LP 0.00% No change 234 $21K
Atlantic Union Bankshares Corp 0.00% No change 234 $21K
Zions Bancorporation, National Association 0.00% Reduce -24.1% 217 $20K
Union Bancaire Privee, UBP SA 0.00% Reduce -99.0% 242 $19K
Silver Grove Financial Group, Inc. 0.01% New 201 $18K
Founders Capital Management 0.01% No change 200 $18K
Thompson Investment Management, Inc. 0.00% New 200 $18K
Bangor Savings Bank 0.00% No change 200 $18K
Leo H. Evart, Inc. 0.01% No change 196 $18K
Meeder Asset Management Inc. 0.00% Add +32.4% 196 $18K
Versant Capital Management, Inc 0.00% Reduce -80.6% 161 $15K
Vision Financial Markets LLC 0.01% Add +0.7% 155 $14K
Indiana Trust & Investment Management Co 0.00% No change 150 $14K
Anchor Bay Capital, Inc. 0.01% — 139 $14K
Basecamp Wealth Advisors LLC 0.00% Reduce -66.8% 134 $12K
Keating Financial Advisory Services, Inc. 0.00% Reduce -4.3% 134 $12K
Private Trust Co. NA 0.00% Reduce -3.6% 132 $12K
SJS Investment Consulting Inc. 0.00% Reduce -49.8% 130 $12K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.5% 130 $12K
Cornerstone Planning Group LLC 0.00% Add +5.0% 127 $12K
Peregrine Capital Management LLC 0.00% No change 129 $12K
GHP Investment Advisors, Inc. 0.00% No change 126 $11K
JFS Wealth Advisors, LLC 0.00% Add +1.6% 123 $11K
First United Bank & Trust 0.00% No change 120 $11K
IMA Advisory Services, Inc. 0.00% Add +364.0% 116 $11K
Bayforest Capital Ltd 0.01% New 115 $10K
Owl Creek Wealth Partners LLC 0.00% Add +197.4% 113 $10K
Millstone Evans Group, LLC 0.01% No change 113 $10K
Colonial Trust Advisors 0.00% No change 113 $10K
Financial Consulate, Inc. 0.00% Add +12.0% 112 $10K
Highline Wealth Partners LLC 0.00% Add +211.8% 106 $10K
Sankala Group LLC 0.01% No change 101 $10K
Mather Group, Llc. 0.00% Add +36.0% 102 $9K
Kemnay Advisory Services Inc. 0.00% Add +4.1% 101 $9K
Trust Co. of Vermont 0.00% — 100 $9K
Fiduciary Financial Advisors 0.00% New 102 $9K
Rakuten Securities, Inc. 0.00% Add +140.0% 96 $9K
UMB Bank, n.a. 0.00% Reduce -64.2% 96 $9K
Bruce G. Allen Investments, LLC 0.01% Add +102.1% 95 $9K
LifeSteps Financial, Inc. 0.00% New 89 $8K
Financial Life Planners 0.00% Add +1.2% 83 $8K
Cape Investment Advisory, Inc. 0.00% New 77 $7K
Salomon & Ludwin, LLC 0.00% Reduce -8.4% 76 $7K
Tanglewood Legacy Advisors, LLC 0.00% No change 74 $7K
Bard Associates Inc. 0.00% New 70 $6K
Peoples Financial Services Corp. 0.00% Reduce -18.6% 70 $6K
PFS Partners, LLC 0.00% No change 69 $6K
Anchor Investment Management, LLC 0.00% No change 68 $6K
Elevation Wealth Partners, LLC 0.00% Add +78.4% 66 $6K
Fortitude Family Office, LLC 0.00% Reduce -40.0% 66 $6K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -10.8% 66 $6K
Fideuram Asset Management (Ireland) dac 0.00% New 63 $6K
Pinnacle Bancorp, Inc. 0.00% Add +48.8% 61 $6K
Citizens National Bank Trust Department 0.00% No change 60 $5K
WealthCollab, LLC 0.00% No change 58 $5K
Summit Securities Group LLC 0.00% Add +43.6% 56 $5K
AdvisorNet Financial, Inc 0.00% Add +100.0% 56 $5K
SHP Wealth Management 0.00% Add +223.5% 55 $5K
Capital Advisors, Ltd. LLC 0.00% Reduce -13.2% 59 $5K
Asset Planning,Inc 0.00% No change 46 $4K
Raleigh Capital Management Inc. 0.00% No change 44 $4K
Wilkerson Advisory Group LLC 0.00% Add +7.3% 44 $4K
Armstrong Advisory Group, Inc. 0.00% No change 43 $4K
Lummis Asset Management, LP 0.00% No change 43 $4K
Bell Investment Advisors, Inc 0.00% Reduce -73.2% 40 $4K
CoreCap Advisors, LLC 0.00% Add +60.0% 40 $4K
Kilter Group LLC 0.00% New 38 $3K
FWL Investment Management, LLC 0.00% New 38 $3K
Hughes Financial Services, LLC 0.00% Add +111.1% 38 $3K
Rialto Wealth Management, LLC 0.00% Add +60.9% 37 $3K
Creative Capital Management Investments LLC 0.00% New 36 $3K
Alerus Financial NA 0.00% No change 34 $3K
Principia Wealth Advisory, LLC 0.00% Add +153.8% 33 $3K
MV Capital Management, Inc. 0.00% Add +146.2% 32 $3K
Bay Harbor Wealth Management, LLC 0.00% Reduce -5.9% 32 $3K
SOA Wealth Advisors, LLC. 0.00% New 31 $3K
Vermillion Wealth Management, Inc. 0.00% Reduce -38.8% 30 $3K
Spire Wealth Management 0.00% Reduce -27.8% 26 $2K
Retirement Wealth Solutions LLC 0.00% Reduce -40.9% 26 $2K
JPL Wealth Management, LLC 0.00% Add +38.9% 25 $2K
Olistico Wealth, LLC 0.00% No change 24 $2K
SouthState Bank Corp 0.00% No change 23 $2K
Motco 0.00% Add +37.5% 22 $2K
Ogorek Anthony Joseph /NY/ 0.00% Add +0.0% 27 $2K
Avion Wealth 0.00% Add +100.0% 28 $2K
Cornerstone Financial Management LLC 0.00% Add +61.5% 21 $2K
Cromwell Holdings LLC 0.00% Reduce -39.4% 20 $2K
Arlington Trust Co LLC 0.00% No change 20 $2K
Copia Wealth Management 0.00% No change 19 $2K
Dunhill Financial, LLC 0.00% Reduce -18.2% 18 $2K
Valued Wealth Advisors LLC 0.00% Reduce -78.2% 17 $2K
CDKV Holdings LLC 0.00% No change 16 $1K
HFM Investment Advisors, LLC 0.00% Add +60.0% 16 $1K
Fulcrum Asset Management LLP 0.00% New 16 $1K
Accordant Advisory Group Inc 0.00% Reduce -100.0% 15 $1K
Advocate Investing Services LLC 0.00% No change 14 $1K
WPG Advisers, LLC 0.00% Add +7.7% 14 $1K
Kelleher Financial Advisors 0.00% New 14 $1K
Activest Wealth Management 0.00% New 13 $1K
Washington Trust Advisors, Inc. 0.00% Add +44.4% 13 $1K
LRI Investments, LLC 0.00% Reduce -97.7% 13 $1K
Bogart Wealth, LLC 0.00% Add +1200.0% 13 $1K
Bare Financial Services, Inc 0.00% No change 11 $1K
Buck Wealth Strategies, LLC 0.00% New 11 $1K
Nemes Rush Group LLC 0.00% No change 11 $1K
Penserra Capital Management LLC 0.00% No change 21 $1K
NBT Bank, N.A. 0.00% No change 10 $912
Kingdom Financial Group LLC. 0.00% Reduce -76.3% 9 $803
Planning Strategies Inc. 0.00% — 8 $730
Signature Equity Partners, LLC 0.00% No change 8 $730
Prestige Wealth Management Group LLC 0.00% Reduce -79.5% 8 $730
Quaker Wealth Management, LLC 0.00% No change 7 $639
1015 Capital Partners, LLC 0.00% Reduce -46.1% 7 $638
Physician Wealth Advisors, Inc. 0.00% Add +20.0% 6 $548
Davis Capital Management 0.00% Add +100.0% 6 $547
Sunrise Financial Services, LLC 0.00% No change 6 $547
Torren Management, LLC 0.00% No change 5 $470
Addison Advisors LLC 0.00% Reduce -80.0% 5 $456
American Capital Advisory, LLC 0.00% Add +66.7% 5 $456
Dogwood Wealth Management LLC 0.00% Reduce -90.2% 5 $456
Valley National Advisers Inc. 0.00% New 5 $456
TFC Financial Management, Inc. 0.00% Reduce -54.5% 5 $456
Tounjian Advisory Partners, LLC 0.00% New 4 $382
Brown, Lisle/Cummings, Inc. 0.00% New 4 $365
DecisionPoint Financial, LLC 0.00% Reduce -20.0% 4 $359
Operose Advisors LLC 0.00% New 3 $274
Tidemark, LLC 0.00% Add +50.0% 3 $274
Trust Co 0.00% No change 3 $274
Triumph Capital Management 0.00% Reduce -75.0% 3 $274
3 Factor Indexing, LLC 0.00% No change 2 $183
Maryland Capital Advisors Inc. 0.00% — 2 $183
Creative Financial Designs Inc. 0.00% New 2 $182
Plante Moran Financial Advisors, LLC 0.00% New 2 $182
EFG International AG 0.00% No change 2 $182
HHM Wealth Advisors, LLC 0.00% No change 1 $92
Cassaday & Co Wealth Management LLC 0.00% No change 1 $92
Financial Management Professionals, Inc. 0.00% No change 1 $91
MidFirst Bank 0.00% No change 1 $91
Navigoe, LLC 0.00% New 5 $0

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