Exlservice HoldingsEXLS

13F holders, Q1 2024 (March 31)
338holders
9famous investors
$31.82avg. 13F price*

At the end of Q1 2024, 338 institutions reported holding Exlservice Holdings Inc. (EXLS) in their 13F filings. The largest holders were BlackRock Inc. ($694.9M), Vanguard Group Inc. ($546.2M) and FMR LLC ($304.0M). 9 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Exlservice Holdings Inc.
CUSIP
302081104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 338Q1 2024Q2 2024: 346Q2 2024Q3 2024: 362Q3 2024Q4 2024: 415Q4 2024Q1 2025: 455Q1 2025Q2 2025: 460Q2 2025Q3 2025: 465Q3 2025Q4 2025: 466Q4 2025Q1 2026: 463Q1 2026Q2 2026: 442Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions36$53.4M
Exits36$41.0M

Ownership 338 holders

BlackRock Inc. 0.02% Add +2.8% 21,853,273 $694.9M
Vanguard Group Inc. 0.01% Add +0.9% 17,176,353 $546.2M
FMR LLC 0.02% Add +9.0% 9,560,215 $304.0M
Mackenzie Financial Corp. 0.34% Add +8.4% 7,383,874 $234.8M
State Street Corp. 0.01% Add +2.9% 5,715,452 $181.8M
JPMorgan Chase & Co. 0.01% Add +1.6% 4,744,380 $150.9M
Geneva Capital Management LLC 2.56% Add +8.7% 4,585,428 $145.8M
Geode Capital Management, LLC 0.01% Add +4.4% 4,044,559 $128.6M
Boston Trust Walden Corp 0.84% Reduce -0.3% 3,714,421 $118.1M
William Blair Investment Management, LLC 0.29% Reduce -3.6% 3,479,922 $110.7M
Dimensional Fund Advisors LP 0.03% Reduce -0.1% 3,379,280 $107.5M
Macquarie Group Ltd. 0.12% Reduce -0.9% 3,369,754 $107.2M
Wellington Management Group LLP 0.02% Reduce -5.9% 2,901,091 $92.3M
Thrivent Financial for Lutherans 0.18% Add +3.1% 2,776,652 $88.3M
Fenimore Asset Management Inc 1.85% Add +2.8% 2,761,606 $87.8M
Norges Bank 0.01% Reduce -3.2% 2,507,349 $79.7M
Fuller & Thaler Asset Management, Inc. 0.32% Reduce -27.8% 2,337,611 $74.3M
Charles Schwab Investment Management Inc. 0.02% Add +2.9% 2,252,029 $71.6M
Principal Financial Group Inc. 0.04% Reduce -31.9% 2,134,821 $67.9M
Morgan Stanley 0.01% Reduce -3.3% 2,095,858 $66.6M
T. Rowe Price Associates Inc. 0.01% Reduce -3.7% 2,073,805 $65.9M
Northern Trust Corp. 0.01% Reduce -8.1% 1,932,768 $61.5M
Nuveen Asset Management, LLC 0.02% Reduce -5.7% 1,896,952 $60.3M
FIL Ltd 0.06% Reduce -2.1% 1,869,716 $59.5M
Goldman Sachs Group Inc. 0.01% Reduce -0.1% 1,666,477 $53.0M
Atairos Group, Inc. 1.45% No change 1,551,970 $49.4M
Bank of New York Mellon Corp 0.01% Reduce -3.6% 1,531,423 $48.7M
Citadel Advisors 0.04% Add +248.6% 1,396,058 $44.4M
Invesco Ltd. 0.01% Add +45.0% 1,315,175 $41.8M
Massachusetts Financial Services Co. 0.01% Reduce -33.5% 1,314,683 $41.8M
Neumeier Poma Investment Counsel LLC 3.67% Add +13.3% 1,256,850 $40.0M
Royal Bank of Canada 0.01% Reduce -6.7% 1,214,697 $38.6M
Bank of America Corp. 0.00% Add +50.9% 1,210,272 $38.5M
Voya Investment Management LLC 0.04% Reduce -3.0% 1,180,463 $37.5M
Two Sigma Advisers, LP 0.06% Reduce -4.4% 862,800 $27.4M
Two Sigma Investments, LP 0.06% Reduce -7.4% 765,874 $24.4M
Tributary Capital Management, LLC 1.66% Reduce -0.5% 637,917 $20.3M
Bessemer Group Inc. 0.04% Add +7.8% 629,845 $20.0M
Fort Washington Investment Advisors Inc. 0.13% Add +3.8% 616,820 $19.6M
Eagle Asset Management Inc. 0.10% Add +4.3% 622,767 $19.5M
Silvercrest Asset Management Group LLC 0.13% New 610,583 $19.4M
Summit Creek Advisors LLC 2.40% Add +0.6% 598,707 $19.0M
Rhumbline Advisers 0.02% Add +0.1% 554,799 $17.6M
Danske Bank A/S 0.05% — 526,399 $16.7M
Millennium Management 0.01% Add +7.6% 501,393 $15.9M
Envestnet Asset Management Inc. 0.01% Add +10.5% 481,697 $15.3M
Raymond James & Associates 0.01% Add +11.1% 445,813 $14.2M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +156.5% 418,100 $13.3M
D. E. Shaw & Co. 0.02% Add +2.7% 400,823 $12.7M
EULAV Asset Management 0.35% No change 397,500 $12.6M
Man Group plc 0.03% Add +38.5% 396,202 $12.6M
Barclays PLC 0.01% Reduce -3.3% 394,909 $12.6M
Smith Group Asset Management, LLC 0.71% Add +14.2% 390,850 $12.4M
Alliancebernstein L.P. 0.00% Add +2.4% 360,701 $11.5M
Leeward Investments, LLC - MA 0.49% Reduce -4.2% 345,430 $11.0M
Legal & General Group Plc 0.00% Reduce -4.3% 343,256 $10.9M
Ameriprise Financial Inc. 0.00% Add +0.3% 341,715 $10.9M
Swiss National Bank 0.01% Reduce -0.3% 325,640 $10.4M
Next Century Growth Investors LLC 0.86% Add +30.8% 311,415 $9.9M
Polen Capital Management LLC 0.02% Add +250.2% 310,415 $9.9M
Bridgewater Associates 0.05% Reduce -5.5% 304,494 $9.7M
American International Group, Inc. 0.03% Reduce -1.7% 296,695 $9.4M
California Public Employees Retirement System 0.01% Add +4.5% 286,967 $9.1M
Credit Suisse AG/ 0.01% Add +4.4% 275,040 $8.7M
Nicholas Company, Inc. 0.14% No change 261,875 $8.3M
Russell Investments Group, Ltd. 0.01% Add +18.2% 257,029 $8.2M
Pier Capital, LLC 1.12% Add +2.7% 255,209 $8.1M
NFJ Investment Group, LLC 0.22% New 250,553 $8.0M
Engineers Gate Manager LP 0.21% Reduce -5.9% 247,047 $7.9M
BNP Paribas Financial Markets 0.01% Add +17.8% 242,930 $7.7M
Wells Fargo & Company 0.00% Reduce -3.0% 242,492 $7.7M
Ziegler Capital Management, LLC 0.28% Add +154.5% 235,761 $7.5M
Federated Hermes, Inc. 0.02% Reduce -48.2% 221,174 $7.0M
Oak Ridge Investments LLC 0.69% Add +0.5% 216,028 $6.9M
Cubist Systematic Strategies, LLC 0.08% Add +1172.4% 208,607 $6.6M
Retirement Systems of Alabama 0.03% Add +0.3% 207,102 $6.6M
Qube Research & Technologies Ltd 0.01% Add +131.3% 202,552 $6.4M
Deutsche Bank AG 0.00% Reduce -9.3% 201,194 $6.4M
AXA S.A. 0.02% No change 199,275 $6.3M
Manufacturers Life Insurance Company, The 0.01% Add +2.1% 198,663 $6.3M
UBS Group AG 0.00% Reduce -14.5% 196,225 $6.2M
WINTON GROUP Ltd 0.43% Reduce -6.5% 193,613 $6.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.9% 189,807 $6.0M
Granahan Investment Management, LLC 0.21% Add +5.0% 185,152 $5.9M
Mutual of America Capital Management LLC 0.06% Reduce -5.4% 180,302 $5.7M
Baird Financial Group, Inc. 0.01% Add +45.3% 170,013 $5.4M
MetLife Investment Management, LLC 0.04% Reduce -2.6% 169,401 $5.4M
AQR Capital Management 0.01% Reduce -26.6% 168,290 $5.3M
Regis Management CO LLC 1.61% No change 166,705 $5.3M
California State Teachers Retirement System 0.01% Reduce -5.5% 164,582 $5.2M
Ami Asset Management Corp. 0.24% Add +8.7% 150,180 $4.8M
Jane Street Group, LLC 0.01% Reduce -45.0% 147,950 $4.7M
Texas Permanent School Fund Corp. 0.04% Add +1.3% 144,339 $4.6M
Susquehanna Fundamental Investments, LLC 0.21% New 141,545 $4.5M
Canada Pension Plan Investment Board 0.00% Reduce -5.8% 141,500 $4.5M
State of Tennessee, Department of Treasury 0.02% Add +279.1% 138,552 $4.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.1% 135,643 $4.3M
Oberweis Asset Management Inc./ 0.31% New 133,200 $4.2M
Fiera Capital Corp 0.01% Add +1.0% 132,800 $4.2M
Janus Henderson Group PLC 0.00% Reduce -1.1% 132,240 $4.2M
Marshall Wace, LLP 0.01% New 128,343 $4.1M
Los Angeles Capital Management LLC 0.01% Reduce -8.8% 127,790 $4.1M
State of Wisconsin Investment Board 0.01% Reduce -11.4% 120,471 $3.8M
Teacher Retirement System of Texas 0.02% Add +85.8% 117,227 $3.7M
GHP Investment Advisors, Inc. 0.18% Add +36.0% 116,608 $3.7M
LPL Financial LLC 0.00% Add +9.0% 116,277 $3.7M
Holocene Advisors, LP 0.01% Add +21.0% 116,182 $3.7M
Algert Global LLC 0.14% Reduce -32.8% 110,795 $3.5M
First National Bank of Omaha 0.23% Reduce -2.1% 72,447 $3.4M
Bridge City Capital, LLC 1.24% Add +0.8% 107,129 $3.4M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -12.3% 102,565 $3.3M
New York State Common Retirement Fund 0.00% Reduce -0.3% 97,490 $3.1M
Campbell Newman Asset Management Inc. 0.24% Add +35.2% 94,849 $3.0M
McMorgan & Co. LLC 0.52% Add +10.4% 94,590 $3.0M
State of New Jersey Common Pension Fund D 0.01% No change 93,010 $3.0M
ClariVest Asset Management LLC 0.30% Reduce -0.5% 92,258 $2.9M
Comerica Bank 0.01% Reduce -2.2% 91,776 $2.9M
Amalgamated Bank 0.02% Reduce -15.3% 86,275 $2.7M
Franklin Resources Inc. 0.00% Reduce -4.1% 86,208 $2.7M
Sei Investments Co. 0.00% Reduce -11.7% 82,878 $2.6M
Vident Advisory, LLC 0.05% New 81,446 $2.6M
Stifel Financial Corp. 0.00% Add +0.2% 78,423 $2.5M
Yousif Capital Management, LLC 0.03% Reduce -2.2% 75,374 $2.4M
Renaissance Group LLC 0.09% Add +26.8% 74,472 $2.4M
Aberdeen Group plc 0.00% Reduce -3.2% 73,847 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -80.0% 14,725 $2.3M
Allspring Global Investments Holdings, LLC 0.00% Add +24.3% 70,296 $2.2M
HSBC Holdings PLC 0.00% Add +134.7% 69,363 $2.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +91.8% 68,305 $2.2M
Voloridge Investment Management, LLC 0.01% Reduce -76.2% 64,083 $2.0M
HighTower Advisors, LLC 0.00% Add +2.2% 63,864 $2.0M
Calamos Advisors LLC 0.01% Add +43.2% 63,959 $2.0M
Van Eck Associates Corp. 0.00% Add +36.5% 63,391 $2.0M
Renaissance Technologies 0.00% New 61,200 $1.9M
First Trust Advisors LP 0.00% Add +258.6% 59,842 $1.9M
Teachers Retirement System of the State of Kentucky 0.02% No change 53,913 $1.7M
Zions Bancorporation, N.A. 0.12% Add +4.1% 52,928 $1.7M
Prudential Financial Inc. 0.00% Reduce -73.9% 52,800 $1.7M
Ameritas Investment Partners, Inc. 0.06% No change 52,756 $1.7M
Citigroup Inc. 0.00% Add +7.1% 52,547 $1.7M
State Board of Administration of Florida Retirement System 0.00% Reduce -78.5% 9,907 $1.6M
Dalton Investments, Inc. 0.97% No change 50,141 $1.6M
Verition Fund Management LLC 0.02% Add +167.1% 49,937 $1.6M
QSV Equity Investors LLC 1.52% Add +0.1% 49,725 $1.6M
Natixis Advisors, LLC 0.00% Add +63.0% 49,199 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -0.1% 48,422 $1.5M
Trexquant Investment LP 0.03% Add +178.5% 48,254 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 47,941 $1.5M
Louisiana State Employees Retirement System 0.03% Add +2.6% 47,500 $1.5M
Sheaff Brock Investment Advisors, LLC 0.12% Add +16.2% 47,424 $1.5M
South Dakota Investment Council 0.03% New 47,200 $1.5M
Hancock Whitney Corp. 0.05% Reduce -10.3% 46,719 $1.5M
Arizona State Retirement System 0.01% Reduce -2.2% 45,325 $1.4M
New York State Teachers Retirement System 0.00% Add +0.7% 44,935 $1.4M
Handelsbanken Fonder AB 0.01% Add +26.7% 43,690 $1.4M
Oregon Public Employees Retirement Fund 0.03% Reduce -12.3% 40,701 $1.3M
State of Michigan Retirement System 0.01% Add +2.3% 40,500 $1.3M
Point72 Hong Kong Ltd 0.06% Add +220.9% 39,781 $1.3M
Victory Capital Management Inc. 0.00% Add +14.9% 38,978 $1.2M
ProShare Advisors LLC 0.00% Add +4.7% 37,119 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 36,786 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 36,482 $1.2M
Chartwell Investment Partners, LLC 0.04% Add +2.4% 36,155 $1.1M
American Century Companies Inc. 0.00% Add +30.2% 35,986 $1.1M
Trust Point Inc. 0.09% Add +29.9% 35,479 $1.1M
Cwm, LLC 0.01% Reduce -19.9% 34,286 $1.1M
New Mexico Educational Retirement Board 0.04% No change 34,000 $1.1M
Allianz Asset Management GmbH 0.00% No change 33,795 $1.1M
Legato Capital Management LLC 0.12% No change 32,309 $1.0M
Capital Fund Management S.A. 0.01% Reduce -8.1% 32,111 $1.0M
Pacer Advisors, Inc. 0.00% Add +21.9% 30,220 $961K
Lanark Financial, Inc. 0.09% Add +181.6% 29,776 $946K
Aquatic Capital Management LLC 0.03% Add +63.2% 29,700 $944K
Tudor Investment Corporation 0.01% New 29,444 $936K
FourThought Financial Partners, LLC 0.11% New 29,289 $931K
Centiva Capital, LP 0.06% Reduce -36.2% 28,536 $907K
Teza Capital Management LLC 0.12% Add +11.5% 27,718 $881K
ExodusPoint Capital Management, LP 0.01% Add +146.7% 27,390 $871K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.44% Add +22.7% 27,000 $859K
Orion Porfolio Solutions, LLC 0.01% Add +60.7% 26,750 $851K
Orion Portfolio Solutions, LLC 0.01% Add +60.7% 26,750 $851K
Bank of Montreal 0.00% Add +2.9% 26,131 $832K
Compass Ion Advisors, LLC 0.12% Add +20.5% 26,163 $832K
DekaBank Deutsche Girozentrale 0.00% Reduce -11.9% 26,018 $798K
Mariner, LLC 0.00% Reduce -1.6% 24,911 $792K
Wakefield Asset Management LLLP 0.27% Add +0.7% 24,502 $779K
Xponance LLC 0.01% Reduce -9.0% 23,449 $746K
Point72 Asset Management 0.00% New 22,500 $716K
Pictet Asset Management Holding SA 0.00% Add +14.9% 22,201 $706K
Bedel Financial Consulting, Inc. 0.11% Reduce -3.1% 21,965 $698K
Azzad Asset Management Inc. 0.08% Add +1.9% 21,747 $692K
Henshaw Capital LLC 0.03% No change 21,626 $688K
State of Wyoming 0.11% Add +36.9% 21,386 $680K
Susquehanna International Group, LLP 0.00% Reduce -73.5% 21,271 $676K
O'shaughnessy Asset Management, LLC 0.01% Reduce -2.6% 20,592 $655K
Aviva PLC 0.00% Reduce -3.5% 20,415 $649K
Cornercap Investment Counsel Inc. 0.10% No change 19,581 $623K
Composition Wealth, LLC 0.02% Add +0.1% 19,570 $622K
XTX Topco Ltd 0.08% Reduce -66.0% 19,473 $619K
Oppenheimer Asset Management Inc. 0.01% Add +94.0% 19,369 $616K
Campbell & CO Investment Adviser LLC 0.05% Reduce -79.0% 18,994 $604K
Public Employees Retirement Association of Colorado 0.00% Reduce -8.0% 18,597 $591K
Graham Capital Management, L.P. 0.03% New 18,083 $575K
State of Alaska, Department of Revenue 0.01% No change 17,810 $566K
Connectus Wealth, LLC 0.02% Reduce -78.0% 17,445 $555K
Creative Planning 0.00% Add +33.8% 17,396 $553K
Martingale Asset Management L P 0.01% No change 17,114 $544K
Pitcairn Co. 0.03% Reduce -1.5% 16,931 $538K
US Bancorp \de 0.00% Add +1.4% 16,268 $517K
PNC Financial Services Group, Inc. 0.00% Reduce -5.6% 15,919 $506K
Vontobel Holding Ltd. 0.00% Reduce -0.5% 15,601 $496K
Illinois Municipal Retirement Fund 0.01% Reduce -42.5% 15,601 $496K
Nicolet Advisory Services, LLC 0.05% Add +86.6% 15,795 $489K
AlphaQuest LLC 0.08% Reduce -34.5% 14,811 $471K
Quantinno Capital Management LP 0.01% Add +8.3% 14,597 $464K
STRS Ohio 0.00% Reduce -13.3% 14,300 $454K
QRG Capital Management, Inc. 0.01% Reduce -5.5% 14,112 $449K
Versor Investments LP 0.09% Add +17.7% 14,044 $447K
Janney Montgomery Scott LLC 0.00% Add +5.2% 13,863 $441K
Sheets Smith Wealth Management 0.05% No change 13,860 $441K
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.5% 13,809 $439K
Linden Thomas Advisory Services, LLC 0.07% Add +69.7% 13,690 $435K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.1% 13,673 $435K
Securian Asset Management, Inc. 0.01% Reduce -2.6% 13,562 $431K
Sherbrooke Park Advisers LLC 0.08% New 13,527 $430K
Vestcor Inc 0.01% New 13,185 $419K
Cetera Investment Advisers 0.00% New 13,015 $414K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -25.1% 12,861 $409K
United Services Automobile Association 0.01% No change 12,774 $406K
Raymond James Financial Services Advisors, Inc. 0.00% Add +57.7% 12,342 $392K
Yorktown Management & Research Co Inc 0.37% No change 12,100 $385K
Capstone Investment Advisors, LLC 0.01% Add +33.6% 12,048 $383K
Blair William & Co. 0.00% Reduce -0.4% 11,971 $381K
Balyasny Asset Management L.P. 0.00% Reduce -88.3% 11,933 $379K
Shell Asset Management Co. 0.02% Reduce -9.2% 11,878 $372K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.7% 11,556 $368K
New York Life Investment Management LLC 0.00% New 11,566 $368K
Choreo, LLC 0.01% Add +3.1% 11,456 $364K
Inspire Investing, LLC 0.04% Reduce -9.7% 11,229 $357K
Alps Advisors Inc. 0.00% Add +1.5% 11,057 $352K
Maverick Capital 0.01% New 10,752 $342K
Point72 Asia (Singapore) Pte. Ltd. 0.09% New 10,594 $337K
First National Advisers, LLC 0.07% New 10,253 $326K
Tandem Investment Advisors, Inc. 0.01% Add +13.3% 9,719 $309K
Private Advisor Group, LLC 0.00% Reduce -10.2% 9,571 $304K
Pearl River Capital, LLC 0.05% New 9,374 $298K
Profund Advisors LLC 0.01% Add +3.9% 9,305 $296K
Schonfeld Strategic Advisors LLC 0.00% New 8,850 $281K
MeadowBrook Investment Advisors LLC 0.27% Reduce -6.4% 8,825 $281K
Metropolitan Life Insurance Co 0.01% Reduce -8.8% 8,491 $270K
MML Investors Services, LLC 0.00% Add +3.5% 8,447 $269K
Mercer Global Advisors Inc. 0.00% Reduce -4.1% 8,606 $269K
Boothbay Fund Management, LLC 0.01% No change 7,460 $237K
RiverPark Advisors, LLC 0.19% Add +482.2% 7,417 $236K
Shelton Capital Management 0.01% No change 7,256 $231K
Heritage Wealth Management, LLC 0.11% Reduce -0.8% 7,087 $225K
Diversified Trust Co. 0.01% Reduce -0.4% 7,065 $225K
Ritholtz Wealth Management 0.01% Reduce -8.2% 7,036 $224K
Bridgefront Capital, LLC 0.17% New 6,943 $221K
Nisa Investment Advisors, LLC 0.00% Add +1.5% 6,732 $214K
V-Square Quantitative Management LLC 0.03% No change 6,774 $213K
Berry Wealth Group, LP 0.18% New 6,676 $212K
Wedbush Securities Inc. 0.01% New 6,333 $201K
Smartleaf Asset Management LLC 0.04% No change 6,198 $194K
Lazard Asset Management LLC 0.00% Reduce -28.0% 6,036 $191K
Central Pacific Bank - Trust Division 0.02% — 5,630 $177K
Tower Research Capital LLC (TRC) 0.00% Reduce -79.3% 5,430 $173K
Covestor Ltd 0.10% Add +23.1% 4,970 $158K
Manchester Capital Management LLC 0.02% No change 4,855 $154K
Assetmark, Inc. 0.00% Reduce -49.8% 4,284 $136K
Osaic Holdings, Inc. 0.00% Reduce -74.2% 4,083 $130K
KBC Group NV 0.00% Add +47.4% 3,691 $117K
SG Americas Securities, LLC 0.00% Reduce -76.9% 3,556 $113K
Quarry LP 0.05% No change 3,380 $107K
TD Private Client Wealth LLC 0.00% Add +1.5% 3,128 $99K
Point72 (DIFC) Ltd 0.01% — 2,810 $89K
Blue Trust, Inc. 0.00% Reduce -21.2% 2,608 $83K
First Horizon Advisors, Inc. 0.00% No change 2,312 $74K
Sunbelt Securities, Inc. 0.01% Add +6.3% 2,298 $73K
Global Retirement Partners, LLC 0.00% Reduce -6.1% 2,082 $66K
Salem Investment Counselors Inc. 0.00% Reduce -12.9% 2,000 $64K
EntryPoint Capital, LLC 0.05% Reduce -37.8% 1,669 $53K
Headlands Technologies LLC 0.01% Add +269.0% 1,594 $51K
Advisors Asset Management, Inc. 0.00% Reduce -7.7% 1,463 $47K
Fifth Third Bancorp 0.00% Add +2.1% 1,423 $45K
TD Waterhouse Canada Inc. 0.00% No change 1,420 $44K
GAMMA Investing LLC 0.01% Reduce -1.2% 1,364 $43K
Arcadia Investment Management Corp. 0.01% Add +25.3% 1,344 $43K
UMB Bank, n.a. 0.00% Add +3.8% 1,287 $41K
CIBC Private Wealth Group LLC 0.00% New 1,229 $39K
Public Employees Retirement System of Ohio 0.00% Add +5.0% 1,208 $38K
Parallel Advisors, LLC 0.00% Reduce -1.1% 1,173 $37K
Concourse Financial Group Securities, Inc. 0.00% Add +15.6% 1,137 $36K
FinTrust Capital Advisors, LLC 0.01% No change 1,012 $32K
Quadrant Capital Group LLC 0.00% Reduce -0.1% 1,008 $32K
New Covenant Trust Company, N.A. 0.03% — 935 $30K
Rise Advisors, LLC 0.01% New 709 $23K
Raffa Wealth Management, LLC 0.01% New 667 $21K
Balefire, LLC 0.01% Add +66.0% 629 $20K
Principal Securities, Inc. 0.00% Reduce -43.9% 618 $20K
LGT Financial Advisors LLC 0.01% No change 385 $12K
MCF Advisors LLC 0.00% Add +26.3% 351 $11K
SOA Wealth Advisors, LLC. 0.00% No change 350 $11K
Whittier Trust Co. of Nevada Inc. 0.00% No change 350 $11K
Fernwood Investment Management, LLC 0.00% New 330 $10K
Signaturefd, LLC 0.00% No change 324 $10K
CI Investments Inc. 0.00% Add +29.8% 318 $10K
NewEdge Advisors, LLC 0.00% Reduce -27.2% 289 $9K
Private Trust Co. NA 0.00% Add +5.0% 231 $7K
SYSTM Wealth Solutions LLC 0.00% Add +7.2% 209 $7K
Northwestern Mutual Wealth Management Co. 0.00% New 198 $6K
Parkside Financial Bank & Trust 0.00% Reduce -32.3% 193 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.1% 183 $6K
Eagle Bay Advisors LLC 0.00% New 177 $6K
Bell Investment Advisors, Inc 0.00% No change 150 $5K
IFP Advisors, Inc 0.00% Reduce -34.1% 145 $5K
Janiczek Wealth Management, LLC 0.00% No change 123 $4K
Beacon Capital Management, LLC 0.00% New 115 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 103 $3K
First Financial Corp. 0.00% New 100 $3K
EverSource Wealth Advisors, LLC 0.00% No change 95 $3K
JFS Wealth Advisors, LLC 0.00% Add +18.1% 85 $3K
Lindbrook Capital, LLC 0.00% No change 82 $3K
Farther Finance Advisors, LLC 0.00% Reduce -98.4% 76 $2K
Crewe Advisors LLC 0.00% New 72 $2K
Farmers & Merchants Investments Inc. 0.00% No change 70 $2K
Private Wealth Management Group, LLC 0.00% No change 66 $2K
Valley National Advisers Inc. 0.00% Add +13.3% 85 $2K
Avior Wealth Management, LLC 0.00% New 50 $2K
Harbor Investment Advisory, LLC 0.00% New 47 $1K
SJS Investment Consulting Inc. 0.00% Add +26.9% 33 $1K
Allworth Financial LP 0.00% Reduce -30.4% 32 $1K
CENTRAL TRUST Co 0.00% No change 25 $795
DiNuzzo Private Wealth, Inc. 0.00% No change 23 $732
Rothschild Investment LLC 0.00% New 15 $477
AdvisorNet Financial, Inc 0.00% Reduce -77.4% 14 $445
TFO Wealth Partners, LLC 0.00% No change 5 $159
Capital Advisors, Ltd. LLC 0.00% No change 10 $0

"% of holder's portfolio" is EXLS's weight in each manager's 13F, not the share of Exlservice Holdings Inc. the manager owns.