ExponentEXPO

13F holders, Q1 2024 (March 31)
328holders
6famous investors
$82.79avg. 13F price*

At the end of Q1 2024, 328 institutions reported holding Exponent Inc. (EXPO) in their 13F filings. The largest holders were BlackRock Inc. ($486.6M), Vanguard Group Inc. ($437.2M) and Kayne Anderson Rudnick Investment Management LLC ($360.2M). 6 famous investors held it, including Terry Smith (0.3% of Fundsmith's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Exponent Inc.
CUSIP
30214U102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 328Q1 2024Q2 2024: 354Q2 2024Q3 2024: 373Q3 2024Q4 2024: 369Q4 2024Q1 2025: 393Q1 2025Q2 2025: 368Q2 2025Q3 2025: 360Q3 2025Q4 2025: 357Q4 2025Q1 2026: 362Q1 2026Q2 2026: 340Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions32$57.6M
Exits56$55.3M

Ownership 328 holders

BlackRock Inc. 0.01% Reduce -3.2% 5,884,598 $486.6M
Vanguard Group Inc. 0.01% Add +5.8% 5,286,652 $437.2M
Kayne Anderson Rudnick Investment Management LLC 0.84% Reduce -6.8% 4,356,421 $360.2M
Conestoga Capital Advisors, LLC 3.21% Add +9.6% 2,687,351 $222.2M
Neuberger Berman Group LLC 0.18% Reduce -2.5% 2,564,258 $212.0M
State Street Corp. 0.01% Add +3.0% 1,801,456 $149.0M
Geneva Capital Management LLC 2.22% Reduce -1.9% 1,528,256 $126.4M
Geode Capital Management, LLC 0.01% Add +5.7% 1,348,743 $111.5M
Ameriprise Financial Inc. 0.03% Add +7.3% 1,179,953 $97.6M
Fundsmith 0.34% Reduce -2.6% 1,050,120 $86.8M
Invesco Ltd. 0.02% Add +69.8% 1,047,005 $86.6M
Dimensional Fund Advisors LP 0.02% Reduce -1.0% 1,012,977 $83.8M
Riverbridge Partners LLC 1.01% Reduce -2.2% 1,005,347 $83.1M
Morgan Stanley 0.01% Reduce -1.8% 893,328 $73.9M
Northern Trust Corp. 0.01% Reduce -7.4% 736,937 $60.9M
Wells Fargo & Company 0.02% Reduce -10.5% 734,340 $60.7M
GW&K Investment Management, LLC 0.41% Reduce -2.0% 556,664 $46.0M
Norges Bank 0.01% Add +5.9% 550,612 $45.5M
Bank of New York Mellon Corp 0.01% Reduce -2.2% 516,671 $42.7M
Charles Schwab Investment Management Inc. 0.01% Add +3.2% 492,772 $40.7M
Raymond James & Associates 0.03% Add +0.2% 467,984 $38.7M
Resona Asset Management Co.,Ltd. 0.23% — 457,834 $37.9M
Envestnet Asset Management Inc. 0.01% Reduce -1.5% 438,897 $36.3M
JPMorgan Chase & Co. 0.00% Add +53.6% 392,923 $32.5M
EULAV Asset Management 0.81% Reduce -3.1% 358,000 $29.6M
Baron Capital (BAMCO) 0.07% New 313,262 $25.9M
Roffman Miller Associates Inc. 1.72% Reduce -0.2% 311,781 $25.8M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -13.9% 246,922 $23.7M
Royal Bank of Canada 0.01% Reduce -3.0% 282,413 $23.4M
Silvercrest Asset Management Group LLC 0.15% Add +6.8% 276,500 $22.9M
Public Employees Retirement Association of Colorado 0.09% Reduce -0.5% 259,623 $21.5M
TimesSquare Capital Management, LLC 0.31% Reduce -45.4% 256,480 $21.2M
Comerica Bank 0.08% Add +8.7% 231,131 $19.1M
Royce & Associates LP 0.16% New 212,046 $17.5M
Fenimore Asset Management Inc 0.35% Add +14.4% 197,714 $16.3M
Principal Financial Group Inc. 0.01% Reduce -2.0% 193,189 $16.0M
Man Group plc 0.04% Add +68.9% 192,635 $15.9M
California Public Employees Retirement System 0.01% Reduce -1.2% 189,030 $15.6M
Rhumbline Advisers 0.01% Reduce -0.5% 186,629 $15.4M
Montanaro Asset Management Ltd 2.62% No change 175,500 $14.5M
Emerald Advisers, LLC 0.54% Reduce -0.0% 162,917 $13.5M
Bank of America Corp. 0.00% Reduce -20.6% 156,189 $12.9M
Goldman Sachs Group Inc. 0.00% Add +22.5% 155,664 $12.9M
DF Dent & Co. Inc. 0.15% Reduce -1.9% 150,459 $12.4M
Nuveen Asset Management, LLC 0.00% Reduce -43.1% 140,472 $11.6M
Sei Investments Co. 0.02% Reduce -7.1% 139,166 $11.5M
Emerald Mutual Fund Advisers Trust 0.57% No change 131,897 $10.9M
Stifel Financial Corp. 0.01% Reduce -7.9% 123,568 $10.2M
Thematics Asset Management 0.41% Reduce -4.8% 119,500 $9.9M
Alliancebernstein L.P. 0.00% Reduce -0.6% 117,078 $9.7M
PineStone Asset Management Inc. 0.15% Add +5.4% 115,600 $9.6M
Citadel Advisors 0.01% Reduce -6.1% 109,507 $9.1M
Curi Capital, LLC 0.20% Add +6.0% 105,368 $8.7M
ProShare Advisors LLC 0.02% Reduce -2.4% 103,570 $8.6M
Legal & General Group Plc 0.00% Reduce -1.7% 101,397 $8.4M
Swiss National Bank 0.01% Reduce -0.3% 99,900 $8.3M
Credit Suisse AG/ 0.01% Add +5.6% 97,839 $8.1M
Eagle Asset Management Inc. 0.04% Add +15.1% 98,154 $8.0M
Truist Financial Corp. 0.01% Reduce -1.2% 92,824 $7.7M
American International Group, Inc. 0.03% Reduce -1.7% 91,569 $7.6M
Rheos Capital Works Inc. 0.34% No change 86,100 $7.1M
Barclays PLC 0.00% Reduce -25.5% 84,285 $7.0M
Nicholas Company, Inc. 0.11% No change 80,440 $6.7M
Millennium Management 0.01% Add +212.6% 72,412 $6.0M
UBS Group AG 0.00% Reduce -7.4% 70,907 $5.9M
STRS Ohio 0.02% Reduce -42.7% 64,200 $5.3M
Retirement Systems of Alabama 0.02% Add +0.3% 63,568 $5.3M
Manufacturers Life Insurance Company, The 0.00% Add +2.1% 61,145 $5.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 61,099 $5.1M
Axiom Investors LLC 0.04% Reduce -50.1% 59,369 $4.9M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -9.1% 58,747 $4.9M
Asset Management One Co., Ltd. 0.02% Add +20.9% 58,736 $4.9M
Pier Capital, LLC 0.67% Reduce -41.1% 58,560 $4.8M
D. E. Shaw & Co. 0.01% Add +741.0% 57,822 $4.8M
Janney Montgomery Scott LLC 0.01% Reduce -7.8% 53,929 $4.5M
MetLife Investment Management, LLC 0.03% Reduce -2.3% 52,716 $4.4M
California State Teachers Retirement System 0.01% Reduce -5.8% 50,623 $4.2M
BNP Paribas Financial Markets 0.01% Reduce -36.3% 49,737 $4.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 48,998 $4.1M
Granite Investment Partners, LLC 0.15% New 48,586 $4.0M
LPL Financial LLC 0.00% Reduce -7.1% 47,129 $3.9M
Alps Advisors Inc. 0.03% Add +17.8% 46,098 $3.8M
Texas Permanent School Fund Corp. 0.03% Add +1.3% 44,304 $3.7M
Holocene Advisors, LP 0.01% Add +79.4% 41,822 $3.5M
New York State Teachers Retirement System 0.01% Add +0.7% 41,081 $3.4M
Captrust Financial Advisors 0.01% Reduce -12.6% 40,347 $3.3M
AQR Capital Management 0.01% Add +52.8% 39,325 $3.3M
LRT Capital Management, LLC 2.90% Add +55.6% 38,969 $3.2M
Laurus Global Equity Management Inc. 1.13% No change 28,715 $3.2M
Oppenheimer Asset Management Inc. 0.05% Reduce -4.6% 38,867 $3.2M
CANADA LIFE ASSURANCE Co 0.01% Add +0.5% 38,341 $3.2M
Sandler Capital Management 0.37% Reduce -33.2% 36,543 $3.0M
Bridge City Capital, LLC 1.06% Add +24.9% 35,299 $2.9M
State of New Jersey Common Pension Fund D 0.01% Add +7.5% 35,195 $2.9M
EFG Asset Management (Americas) Corp. 0.86% New 34,178 $2.8M
Natixis Advisors, LLC 0.01% Reduce -5.1% 34,140 $2.8M
Mirova 0.50% No change 34,108 $2.8M
NewEdge Wealth, LLC 0.06% Reduce -6.0% 30,471 $2.8M
Kingfisher Capital LLC 0.66% Reduce -1.1% 32,805 $2.7M
Victory Capital Management Inc. 0.00% Add +190.3% 32,381 $2.7M
T. Rowe Price Associates Inc. 0.00% Reduce -75.8% 32,213 $2.7M
Rice Hall James & Associates, LLC 0.15% Add +0.1% 31,038 $2.6M
New York State Common Retirement Fund 0.00% Add +7.9% 30,894 $2.6M
Mutual of America Capital Management LLC 0.03% Reduce -3.5% 30,165 $2.5M
Vestmark Advisory Solutions, Inc. 0.11% Reduce -8.3% 29,514 $2.4M
Public Employees Retirement System of Ohio 0.01% Reduce -10.6% 28,670 $2.4M
Cynosure Group, LLC 0.41% New 27,663 $2.3M
Deutsche Bank AG 0.00% Add +1.0% 27,246 $2.3M
Amalgamated Bank 0.02% Reduce -16.9% 26,516 $2.2M
Jane Street Group, LLC 0.00% Reduce -36.5% 25,362 $2.1M
Janus Henderson Group PLC 0.00% Reduce -39.8% 25,155 $2.1M
Van Eck Associates Corp. 0.00% Add +36.5% 23,545 $1.9M
Voya Investment Management LLC 0.00% Reduce -13.0% 23,376 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -4.5% 23,106 $1.9M
Algert Global LLC 0.07% Reduce -54.6% 22,045 $1.8M
Squarepoint Ops LLC 0.01% Reduce -2.0% 21,291 $1.8M
Argent Capital Management LLC 0.05% Add +183.1% 20,570 $1.7M
Townsquare Capital LLC 0.02% Reduce -43.8% 20,510 $1.7M
State Board of Administration of Florida Retirement System 0.00% Add +13.5% 16,469 $1.6M
Bank of Montreal 0.00% Add +122.8% 19,689 $1.6M
Cerity Partners LLC 0.00% Add +666.6% 19,786 $1.6M
Atria Investments, Inc 0.02% Reduce -18.1% 19,502 $1.6M
Kingsview Wealth Management, LLC 0.04% Reduce -15.8% 18,942 $1.6M
AXA S.A. 0.00% Reduce -5.8% 18,850 $1.6M
Edgestream Partners, L.P. 0.08% Reduce -42.5% 18,492 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 17,720 $1.5M
Parallel Advisors, LLC 0.04% Add +804.5% 17,557 $1.5M
Mariner, LLC 0.00% Add +2.3% 17,127 $1.4M
US Bancorp \de 0.00% Reduce -7.1% 16,314 $1.3M
Arkadios Wealth Advisors 0.10% Reduce -3.4% 16,302 $1.3M
Ameritas Investment Partners, Inc. 0.05% No change 16,283 $1.3M
Russell Investments Group, Ltd. 0.00% Add +5.2% 16,038 $1.3M
TD Private Client Wealth LLC 0.04% Reduce -12.9% 15,858 $1.3M
Pathstone Holdings, LLC 0.01% Add +58.8% 15,374 $1.3M
HSBC Holdings PLC 0.00% Add +120.1% 14,971 $1.2M
Louisiana State Employees Retirement System 0.02% Add +2.8% 14,600 $1.2M
Citigroup Inc. 0.00% Add +1.6% 13,994 $1.2M
Arizona State Retirement System 0.01% Reduce -2.1% 13,912 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -0.1% 13,838 $1.1M
Orion Portfolio Solutions, LLC 0.01% Reduce -0.1% 13,838 $1.1M
Glenmede Trust Co. NA 0.01% Add +17.6% 13,831 $1.1M
Isthmus Partners, LLC 0.13% Reduce -0.1% 13,753 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 13,234 $1.1M
Prudential Financial Inc. 0.00% Reduce -14.1% 13,119 $1.1M
Balyasny Asset Management L.P. 0.00% Reduce -61.7% 12,966 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +13.5% 12,916 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -5.7% 12,881 $1.1M
SG Americas Securities, LLC 0.01% Add +601.1% 12,866 $1.1M
Thrivent Financial for Lutherans 0.00% Add +0.3% 12,783 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -12.3% 12,515 $1.0M
State of Michigan Retirement System 0.01% Add +2.5% 12,400 $1.0M
Baker Ellis Asset Management LLC 0.14% No change 11,580 $958K
Nebula Research & Development LLC 0.20% New 11,391 $942K
WINTON GROUP Ltd 0.07% Add +116.6% 11,364 $940K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 11,291 $934K
Cwm, LLC 0.00% Reduce -4.2% 11,220 $928K
American Century Companies Inc. 0.00% Add +0.2% 11,222 $928K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 11,198 $926K
Connectus Wealth, LLC 0.02% No change 11,000 $910K
Legato Capital Management LLC 0.11% Add +27.4% 10,925 $903K
Creative Planning 0.00% Add +81.2% 10,906 $902K
Trust Point Inc. 0.07% Add +23.1% 10,770 $891K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -17.7% 10,675 $883K
PNC Financial Services Group, Inc. 0.00% Add +2.1% 10,494 $868K
State of Tennessee, Department of Treasury 0.00% No change 10,351 $856K
New Mexico Educational Retirement Board 0.03% No change 10,300 $852K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -13.5% 10,299 $852K
HighTower Advisors, LLC 0.00% Reduce -54.8% 9,567 $783K
Pacer Advisors, Inc. 0.00% Add +24.1% 9,439 $781K
Corient Private Wealth LP 0.00% Add +62.0% 9,422 $779K
CIBC Private Wealth Group LLC 0.00% Reduce -0.0% 9,157 $743K
Huntington National Bank 0.01% Reduce -1.1% 8,598 $711K
Advisor OS, LLC 0.08% Add +6.5% 8,285 $685K
Allianz Asset Management GmbH 0.00% No change 8,265 $683K
Two Sigma Advisers, LP 0.00% Add +141.2% 8,200 $678K
Handelsbanken Fonder AB 0.00% No change 8,200 $678K
MML Investors Services, LLC 0.00% Reduce -3.9% 8,161 $675K
Aviva PLC 0.00% Add +5.3% 7,964 $659K
Cetera Investment Advisers 0.00% Add +195.9% 7,912 $654K
Two Sigma Investments, LP 0.00% New 7,900 $653K
Quantbot Technologies LP 0.04% Reduce -55.0% 7,781 $643K
Integrated Wealth Concepts LLC 0.01% Reduce -24.8% 7,642 $631K
Inspire Advisors, LLC 0.09% Reduce -2.3% 7,517 $622K
Pictet Asset Management Holding SA 0.00% Add +31.7% 7,464 $617K
Xponance LLC 0.01% Reduce -1.2% 7,257 $600K
Empowered Funds, LLC 0.01% Add +11.9% 7,189 $594K
Saturna Capital Corp. 0.01% Reduce -6.3% 7,015 $580K
Aviance Capital Partners, LLC 0.09% No change 7,000 $579K
Park Avenue Securities LLC 0.01% Reduce -8.7% 6,989 $578K
FORA Capital, LLC 0.04% New 6,517 $539K
Susquehanna International Group, LLP 0.00% Reduce -77.6% 6,411 $530K
Raymond James Trust N.A. 0.01% Add +6.5% 6,058 $501K
Aquatic Capital Management LLC 0.02% Reduce -47.8% 5,800 $480K
FMR LLC 0.00% Add +3.3% 5,738 $475K
Mitchell & Pahl Private Wealth, LLC 0.25% Add +16.0% 5,714 $473K
Nicolet Advisory Services, LLC 0.05% Add +86.0% 5,625 $456K
State of Alaska, Department of Revenue 0.01% No change 5,471 $452K
Brown Advisory Inc. 0.00% No change 5,100 $422K
Fifth Third Bancorp 0.00% Add +163.7% 5,070 $419K
LVW Advisors, LLC 0.07% Reduce -10.2% 5,061 $418K
Certified Advisory Corp 0.06% No change 5,033 $416K
BetterWealth, LLC 0.13% No change 4,666 $386K
Capital Investment Counsel, Inc 0.07% No change 4,650 $385K
Quadrature Capital Ltd 0.01% Add +18.6% 4,562 $377K
State of Wisconsin Investment Board 0.00% Reduce -16.7% 4,349 $360K
Inspire Investing, LLC 0.04% Reduce -0.2% 4,332 $358K
Regions Financial Corp. 0.00% Reduce -1.9% 4,286 $354K
Securian Asset Management, Inc. 0.01% Reduce -2.4% 4,106 $340K
Graham Capital Management, L.P. 0.02% Add +47.1% 4,089 $338K
Commonwealth Equity Services, LLC 0.00% Reduce -50.1% 4,045 $335K
Tiaa Trust, National Association 0.00% No change 4,009 $332K
Jump Financial, LLC 0.01% Reduce -57.5% 3,999 $331K
Hardy Reed LLC 0.04% New 3,970 $328K
Portfolio Strategies, Inc. 0.02% New 3,970 $328K
Lindenwold Advisors, INC 0.17% Add +8.7% 3,921 $324K
FDx Advisors, Inc. 0.05% Reduce -25.3% 3,862 $319K
Per Stirling Capital Management, LLC. 0.05% Reduce -34.3% 3,824 $316K
Wealth Alliance, LLC 0.04% Reduce -16.2% 3,754 $310K
Federated Hermes, Inc. 0.00% Reduce -11.4% 3,731 $309K
Icon Wealth Advisors, LLC 0.03% Reduce -8.4% 3,711 $307K
Brevan Howard Capital Management LP 0.03% New 3,668 $303K
US Asset Management LLC 0.26% No change 3,554 $294K
HighPoint Advisor Group LLC 0.02% Add +3.8% 3,088 $292K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.1% 3,476 $287K
Heritage Wealth Management, LLC 0.14% Reduce -10.0% 3,414 $282K
EverSource Wealth Advisors, LLC 0.02% Reduce -14.3% 3,069 $282K
Seven Eight Capital, LP 0.03% New 3,379 $279K
Sherbrooke Park Advisers LLC 0.05% New 3,360 $278K
O'shaughnessy Asset Management, LLC 0.00% Reduce -6.1% 3,257 $269K
Caprock Group, LLC 0.01% Reduce -0.4% 3,162 $262K
Olympiad Research LP 0.17% New 3,147 $260K
Prelude Capital Management, LLC 0.02% New 3,133 $259K
Kestra Advisory Services, LLC 0.00% Add +4.2% 3,116 $258K
AlphaQuest LLC 0.04% New 3,110 $257K
Marco Investment Management LLC 0.02% Add +9.9% 3,101 $256K
Mackenzie Financial Corp. 0.00% Reduce -1.2% 3,079 $255K
Profund Advisors LLC 0.01% Add +3.4% 2,849 $236K
Franklin Resources Inc. 0.00% Add +1.1% 2,828 $234K
Deerfield Management Company, L.P. 0.00% New 2,774 $229K
Everpar Advisors LLC 0.14% Reduce -57.9% 2,744 $227K
Intellectus Partners, LLC 0.06% Add +8.0% 2,705 $224K
Metropolitan Life Insurance Co 0.01% Reduce -8.8% 2,660 $220K
Willow Creek Wealth Management Inc. 0.03% No change 2,650 $219K
QRG Capital Management, Inc. 0.00% Reduce -17.2% 2,647 $219K
Ontario Teachers Pension Plan Board 0.00% Reduce -35.8% 2,627 $217K
Schonfeld Strategic Advisors LLC 0.00% Reduce -94.4% 2,560 $212K
State of Wyoming 0.03% Add +3.4% 2,528 $209K
Apriem Advisors 0.03% No change 2,513 $208K
Bessemer Group Inc. 0.00% Reduce -1.9% 2,435 $202K
Engineers Gate Manager LP 0.01% Reduce -86.9% 2,426 $201K
PEAK6 Investments LLC 0.01% Add +86.3% 2,113 $175K
Hilltop National Bank 0.05% — 1,861 $154K
Parkside Financial Bank & Trust 0.02% Add +13.4% 1,809 $150K
EntryPoint Capital, LLC 0.13% New 1,738 $144K
Mather Group, Llc. 0.00% New 1,502 $132K
Balefire, LLC 0.04% Add +4.5% 1,255 $104K
Tower Research Capital LLC (TRC) 0.00% Reduce -86.1% 1,236 $102K
Ostrum Asset Management 0.01% Add +128.5% 1,138 $94K
Natixis Investment Managers International 0.01% Add +18.5% 1,138 $94K
KBC Group NV 0.00% No change 1,092 $90K
Harbor Investment Advisory, LLC 0.01% No change 970 $80K
Park Place Capital Corp 0.03% No change 954 $79K
Eagle Bay Advisors LLC 0.05% Reduce -27.7% 946 $78K
Clearstead Advisors, LLC 0.00% No change 800 $76K
Nisa Investment Advisors, LLC 0.00% Add +32.7% 800 $66K
CI Investments Inc. 0.00% Add +19.6% 770 $64K
Janiczek Wealth Management, LLC 0.01% Add +293.7% 626 $52K
Signaturefd, LLC 0.00% Add +25.0% 620 $51K
Covestor Ltd 0.03% Reduce -59.9% 589 $49K
Principal Securities, Inc. 0.00% Reduce -26.0% 584 $48K
Arax Advisory Partners 0.00% Reduce -6.2% 513 $42K
Benjamin F. Edwards & Company, Inc. 0.00% Add +866.0% 512 $42K
Quadrant Capital Group LLC 0.00% Reduce -13.4% 505 $42K
NewEdge Advisors, LLC 0.00% Reduce -16.4% 484 $40K
Osaic Holdings, Inc. 0.00% Reduce -98.6% 460 $38K
Avior Wealth Management, LLC 0.00% New 435 $36K
Benjamin Edwards Inc. 0.01% Reduce -10.7% 394 $33K
Spire Wealth Management 0.00% Reduce -20.8% 380 $31K
First Horizon Advisors, Inc. 0.00% Add +0.3% 367 $30K
SYSTM Wealth Solutions LLC 0.00% Reduce -25.9% 335 $28K
Venturi Wealth Management, LLC 0.00% No change 309 $26K
Rise Advisors, LLC 0.01% New 294 $24K
Allspring Global Investments Holdings, LLC 0.00% New 294 $24K
Versant Capital Management, Inc 0.01% No change 281 $23K
GAMMA Investing LLC 0.00% Reduce -16.9% 226 $19K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -23.9% 217 $18K
LGT Financial Advisors LLC 0.02% No change 202 $17K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -3.5% 194 $16K
Natixis 0.00% New 191 $16K
Lindbrook Capital, LLC 0.00% Add +350.0% 180 $15K
Colonial Trust Advisors 0.00% New 174 $14K
West Branch Capital LLC 0.01% No change 170 $14K
Steward Partners Investment Advisory, LLC 0.00% Add +110.5% 160 $13K
Tortoise Investment Management, LLC 0.00% New 124 $10K
Private Trust Co. NA 0.00% Reduce -9.7% 121 $10K
AdvisorNet Financial, Inc 0.00% New 120 $10K
Allworth Financial LP 0.00% Add +1.0% 105 $9K
Concourse Financial Group Securities, Inc. 0.00% Reduce -2.0% 98 $8K
Global Retirement Partners, LLC 0.00% Reduce -32.5% 85 $7K
Leonteq Securities AG 0.00% No change 83 $7K
Bell Investment Advisors, Inc 0.00% No change 80 $7K
Front Row Advisors LLC 0.00% New 75 $6K
Private Wealth Management Group, LLC 0.00% Add +41.2% 72 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 67 $6K
Crewe Advisors LLC 0.00% Reduce -29.7% 64 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -15.7% 59 $5K
Beacon Capital Management, LLC 0.00% New 39 $3K
Hexagon Capital Partners LLC 0.00% Add +38.5% 36 $3K
Oakworth Capital, Inc. 0.00% No change 35 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 34 $3K
Harbour Investments, Inc. 0.00% No change 34 $3K
Fairman Group, LLC 0.00% No change 23 $2K
Federation des caisses Desjardins du Quebec 0.00% Reduce -57.7% 22 $2K
Farmers & Merchants Investments Inc. 0.00% No change 21 $2K
WealthCollab, LLC 0.00% No change 19 $2K
National Bank of Canada 0.00% Reduce -99.3% 15 $1K
Farther Finance Advisors, LLC 0.00% Add +112.5% 17 $1K
JFS Wealth Advisors, LLC 0.00% Add +8.3% 13 $1K
UMB Bank, n.a. 0.00% New 13 $1K
McClarren Financial Advisors, Inc. 0.00% Add +100.0% 2 $1K
Manchester Capital Management LLC 0.00% New 12 $993
Provenance Wealth Advisors, LLC 0.00% Reduce -69.2% 12 $992
IFP Advisors, Inc 0.00% New 7 $579
SJS Investment Consulting Inc. 0.00% Reduce -37.5% 5 $414
DiNuzzo Private Wealth, Inc. 0.00% Add +25.0% 5 $414
Rothschild Investment LLC 0.00% New 5 $413
TFO Wealth Partners, LLC 0.00% No change 1 $83
Scarborough Advisors, LLC 0.00% No change 1 $83

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