ExponentEXPO

13F holders, Q2 2024 (June 30)
354holders +26
54new positions
29sold out
8famous investors
$95.14avg. 13F price*

At the end of Q2 2024, 354 institutions reported holding Exponent Inc. (EXPO) in their 13F filings, up 26 from Q1 2024. 54 opened new positions and 29 sold out. The largest holders were BlackRock Inc. ($569.5M), Vanguard Group Inc. ($500.6M) and Kayne Anderson Rudnick Investment Management LLC ($441.4M). 8 famous investors held it, including Terry Smith (0.4% of Fundsmith's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 → Q2 2024

InstitutionsTotal Value
New Positions54$56.5M
Exits29$74.3M

All 13F filers, Q1 2024 → Q2 2024: 2,180,584 shares bought and 2,458,157 shares sold, net −277,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 354 holders

BlackRock Inc. 0.01% Add +1.7% 5,986,944 $569.5M
Vanguard Group Inc. 0.01% Reduce -0.5% 5,262,859 $500.6M
Kayne Anderson Rudnick Investment Management LLC 1.08% Add +6.5% 4,640,600 $441.4M
Conestoga Capital Advisors, LLC 3.94% Add +2.8% 2,763,260 $262.8M
Neuberger Berman Group LLC 0.19% Reduce -4.0% 2,460,776 $234.1M
State Street Corp. 0.01% Add +1.4% 1,826,669 $173.8M
Geneva Capital Management LLC 2.71% Add +2.3% 1,563,465 $148.7M
Geode Capital Management, LLC 0.01% Add +6.5% 1,436,553 $136.7M
Invesco Ltd. 0.02% Add +5.0% 1,099,793 $104.6M
Dimensional Fund Advisors LP 0.03% Add +0.6% 1,019,085 $96.9M
Fundsmith 0.39% Reduce -3.0% 1,018,098 $96.8M
Riverbridge Partners LLC 1.22% Reduce -5.8% 947,145 $90.1M
Morgan Stanley 0.01% Reduce -6.3% 836,833 $79.6M
Northern Trust Corp. 0.01% Add +1.3% 746,148 $71.0M
Wells Fargo & Company 0.02% Add +0.9% 740,962 $70.5M
Norges Bank 0.01% Add +4.8% 576,973 $54.9M
GW&K Investment Management, LLC 0.49% Add +1.0% 562,208 $53.5M
Bank of New York Mellon Corp 0.01% Add +3.5% 534,520 $50.8M
Ameriprise Financial Inc. 0.01% Reduce -56.2% 516,574 $49.1M
Charles Schwab Investment Management Inc. 0.01% Add +3.6% 510,449 $48.6M
Raymond James & Associates 0.03% Add +4.1% 487,035 $46.3M
Envestnet Asset Management Inc. 0.02% Add +4.8% 460,125 $43.8M
Resona Asset Management Co.,Ltd. 0.24% Reduce -10.4% 409,970 $39.0M
JPMorgan Chase & Co. 0.00% Reduce -1.9% 385,558 $36.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% — 348,136 $33.1M
EULAV Asset Management 0.89% Reduce -3.6% 345,100 $32.8M
Baron Capital (BAMCO) 0.09% No change 313,262 $29.8M
Roffman Miller Associates Inc. 1.95% Reduce -0.3% 310,925 $29.6M
Royal Bank of Canada 0.01% Reduce -0.0% 282,368 $26.9M
Silvercrest Asset Management Group LLC 0.18% Reduce -0.7% 274,585 $26.1M
Public Employees Retirement Association of Colorado 0.10% Reduce -0.2% 259,199 $24.7M
Man Group plc 0.06% Add +25.9% 242,595 $23.1M
Comerica Bank 0.09% Add +2.3% 236,517 $22.5M
Assenagon Asset Management S.A. 0.05% New 231,808 $22.0M
TimesSquare Capital Management, LLC 0.35% Reduce -9.8% 231,231 $22.0M
Bank of America Corp. 0.00% Add +47.5% 230,454 $21.9M
Royce & Associates LP 0.19% Reduce -1.4% 209,168 $19.9M
Goldman Sachs Group Inc. 0.00% Add +33.8% 208,267 $19.8M
Fenimore Asset Management Inc 0.41% Add +0.4% 198,418 $18.9M
Rhumbline Advisers 0.02% Reduce -0.6% 185,484 $17.6M
DF Dent & Co. Inc. 0.22% Add +18.2% 177,821 $16.9M
Montanaro Asset Management Ltd 3.11% No change 175,500 $16.7M
Citadel Advisors 0.02% Add +57.0% 171,892 $16.4M
Principal Financial Group Inc. 0.01% Reduce -11.1% 171,791 $16.3M
Nuveen Asset Management, LLC 0.00% Add +2.3% 143,645 $13.7M
Sei Investments Co. 0.02% Add +2.5% 142,577 $13.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +132.4% 142,019 $13.5M
Stifel Financial Corp. 0.01% Add +0.0% 123,606 $11.8M
Alliancebernstein L.P. 0.00% Reduce -4.5% 111,771 $10.6M
Thematics Asset Management 0.43% Reduce -8.4% 109,500 $10.4M
Curi Capital, LLC 0.24% Reduce -1.1% 104,189 $9.9M
Swiss National Bank 0.01% Reduce -0.5% 99,400 $9.5M
California Public Employees Retirement System 0.01% Reduce -48.3% 97,706 $9.3M
PineStone Asset Management Inc. 0.10% Reduce -16.7% 96,300 $9.2M
Legal & General Group Plc 0.00% Reduce -7.9% 93,346 $8.9M
Corebridge Financial, Inc. 0.05% — 90,897 $8.6M
ProShare Advisors LLC 0.02% Reduce -15.9% 87,147 $8.3M
Truist Financial Corp. 0.01% Reduce -11.4% 82,282 $7.8M
Jane Street Group, LLC 0.01% Add +222.7% 81,852 $7.8M
Nicholas Company, Inc. 0.13% Reduce -0.1% 80,400 $7.6M
Axiom Investors LLC 0.07% Add +34.6% 79,889 $7.6M
Pier Capital, LLC 1.08% Add +30.4% 76,363 $7.3M
Eagle Asset Management Inc. 0.04% Reduce -26.2% 72,415 $6.8M
Asset Management One Co., Ltd. 0.03% Add +17.7% 69,156 $6.6M
AQR Capital Management 0.01% Add +73.6% 68,265 $6.5M
Tudor Investment Corporation 0.07% New 63,161 $6.0M
Retirement Systems of Alabama 0.02% Reduce -1.6% 62,540 $5.9M
Granite Investment Partners, LLC 0.24% Add +26.4% 61,427 $5.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.1% 61,067 $5.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +2.8% 60,409 $5.7M
Squarepoint Ops LLC 0.02% Add +173.8% 58,303 $5.5M
BNP Paribas Financial Markets 0.01% Add +13.6% 56,521 $5.4M
MetLife Investment Management, LLC 0.03% Add +4.2% 54,933 $5.2M
Janney Montgomery Scott LLC 0.02% Reduce -0.6% 53,592 $5.1M
Alps Advisors Inc. 0.03% Add +15.9% 53,452 $5.1M
LPL Financial LLC 0.00% Add +12.1% 52,815 $5.0M
Millennium Management 0.00% Reduce -29.4% 51,143 $4.9M
California State Teachers Retirement System 0.01% Reduce -2.5% 49,340 $4.7M
EFG Asset Management (Americas) Corp. 0.88% Add +38.7% 47,409 $4.5M
Ontario Teachers Pension Plan Board 0.04% Add +1651.0% 45,998 $4.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -8.2% 44,998 $4.3M
STRS Ohio 0.02% Reduce -32.2% 43,500 $4.1M
New York State Teachers Retirement System 0.01% Add +4.2% 42,795 $4.1M
CANADA LIFE ASSURANCE Co 0.01% Add +7.1% 41,058 $3.9M
Oppenheimer Asset Management Inc. 0.05% Add +4.4% 40,562 $3.9M
Sandler Capital Management 0.75% Add +10.0% 40,193 $3.8M
Laurus Global Equity Management Inc. 1.54% No change 28,715 $3.7M
Trexquant Investment LP 0.06% New 39,217 $3.7M
LRT Capital Management, LLC 3.37% Reduce -3.2% 37,717 $3.6M
First Trust Advisors LP 0.00% New 36,986 $3.5M
UBS Group AG 0.00% Reduce -48.8% 36,299 $3.5M
Natixis Advisors, LLC 0.01% Add +5.0% 35,861 $3.4M
Victory Capital Management Inc. 0.00% Add +9.3% 35,385 $3.4M
Bridge City Capital, LLC 1.13% Add +0.2% 35,369 $3.4M
American Century Companies Inc. 0.00% Add +201.5% 33,833 $3.2M
Renaissance Technologies 0.01% New 33,800 $3.2M
Mirova 0.58% Reduce -2.7% 33,198 $3.2M
Balyasny Asset Management L.P. 0.01% Add +156.0% 33,188 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +2.0% 32,855 $3.1M
Kingfisher Capital LLC 0.72% Reduce -1.9% 32,184 $3.1M
New York State Common Retirement Fund 0.00% Add +3.6% 32,016 $3.0M
NewEdge Wealth, LLC 0.06% Add +1.8% 31,013 $2.9M
Vestmark Advisory Solutions, Inc. 0.12% Add +4.0% 30,698 $2.9M
Barclays PLC 0.00% Reduce -64.1% 30,263 $2.9M
Rice Hall James & Associates, LLC 0.17% Reduce -5.9% 29,193 $2.8M
Mutual of America Capital Management LLC 0.03% Reduce -3.8% 29,012 $2.8M
D. E. Shaw & Co. 0.00% Reduce -50.5% 28,610 $2.7M
Captrust Financial Advisors 0.01% Reduce -32.7% 27,170 $2.6M
Algert Global LLC 0.09% Add +23.1% 27,139 $2.6M
Atria Investments, Inc 0.03% Add +33.1% 25,963 $2.5M
Van Eck Associates Corp. 0.00% Add +9.8% 25,852 $2.5M
Janus Henderson Group PLC 0.00% Reduce -1.0% 24,897 $2.4M
Amalgamated Bank 0.02% Reduce -7.2% 24,617 $2.3M
ExodusPoint Capital Management, LP 0.03% New 24,432 $2.3M
Townsquare Capital LLC 0.03% Add +18.4% 24,274 $2.3M
Deutsche Bank AG 0.00% Reduce -12.7% 23,792 $2.3M
Voya Investment Management LLC 0.00% Add +0.6% 23,510 $2.2M
Argent Capital Management LLC 0.06% Add +11.1% 22,852 $2.2M
Public Employees Retirement System of Ohio 0.01% Reduce -22.1% 22,324 $2.1M
Pathstone Holdings, LLC 0.01% Add +42.3% 21,884 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -7.8% 21,313 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -43.1% 20,039 $1.9M
Avantax Advisory Services, Inc. 0.01% New 19,951 $1.9M
AXA S.A. 0.01% No change 18,850 $1.8M
Abacus FCF Advisors LLC 0.44% New 18,601 $1.8M
Cerity Partners LLC 0.00% Reduce -8.2% 18,164 $1.7M
SG Americas Securities, LLC 0.01% Add +39.9% 17,994 $1.7M
Sanctuary Advisors, LLC 0.01% — 17,897 $1.7M
Teachers Retirement System of the State of Kentucky 0.02% No change 17,720 $1.7M
Citigroup Inc. 0.00% Add +25.7% 17,586 $1.7M
Parallel Advisors, LLC 0.04% Reduce -0.5% 17,466 $1.7M
Mariner, LLC 0.00% Add +1.9% 17,449 $1.7M
Creative Planning 0.00% Add +56.5% 17,070 $1.6M
Arkadios Wealth Advisors 0.11% Add +1.5% 16,542 $1.6M
Russell Investments Group, Ltd. 0.00% Add +1.3% 16,244 $1.5M
TD Private Client Wealth LLC 0.05% Add +0.2% 15,887 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -3.4% 15,729 $1.5M
US Bancorp \de 0.00% Reduce -11.5% 14,437 $1.4M
State Board of Administration of Florida Retirement System 0.00% Reduce -12.5% 14,409 $1.4M
Louisiana State Employees Retirement System 0.03% Reduce -2.0% 14,300 $1.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +10.2% 14,239 $1.4M
Arizona State Retirement System 0.01% Add +1.8% 14,156 $1.3M
Glenmede Trust Co. NA 0.01% Add +0.7% 13,934 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Add +441.5% 13,862 $1.3M
Marshall Wace, LLP 0.00% New 13,369 $1.3M
Holocene Advisors, LP 0.01% Reduce -68.1% 13,327 $1.3M
Ensign Peak Advisors, Inc 0.00% No change 13,234 $1.3M
Prudential Financial Inc. 0.00% Reduce -1.4% 12,937 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.3% 12,915 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -3.5% 12,340 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -11.4% 12,255 $1.2M
Orion Portfolio Solutions, LLC 0.01% Reduce -11.4% 12,255 $1.2M
Trust Point Inc. 0.09% Add +13.5% 12,220 $1.2M
State of Michigan Retirement System 0.01% Reduce -1.6% 12,200 $1.2M
Susquehanna International Group, LLP 0.00% Add +88.4% 12,077 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +16.9% 12,041 $1.1M
State of Tennessee, Department of Treasury 0.00% Add +13.4% 11,735 $1.1M
HSBC Holdings PLC 0.00% Reduce -23.8% 11,408 $1.1M
WINTON GROUP Ltd 0.07% Add +0.2% 11,383 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 11,309 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 11,231 $1.1M
NorthCoast Asset Management LLC 0.01% New 11,093 $1.1M
Corient Private Wealth LP 0.00% Add +17.1% 11,038 $1.0M
Legato Capital Management LLC 0.14% No change 10,925 $1.0M
Baker Ellis Asset Management LLC 0.16% Reduce -5.9% 10,900 $1.0M
PNC Financial Services Group, Inc. 0.00% Add +3.8% 10,895 $1.0M
Oregon Public Employees Retirement Fund 0.02% Reduce -16.0% 10,515 $1.0M
New Mexico Educational Retirement Board 0.03% No change 10,300 $980K
Cwm, LLC 0.00% Reduce -9.8% 10,126 $963K
Handelsbanken Fonder AB 0.00% Add +23.2% 10,100 $961K
Bayesian Capital Management, LP 0.10% New 9,500 $904K
Tower Research Capital LLC (TRC) 0.01% Add +641.6% 9,166 $872K
Bank of Montreal 0.00% Reduce -55.6% 8,732 $841K
Nebula Research & Development LLC 0.13% Reduce -23.1% 8,759 $833K
Deerfield Management Company, L.P. 0.02% Add +211.5% 8,641 $822K
Advisor OS, LLC 0.09% Add +0.9% 8,357 $795K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -25.2% 7,989 $760K
MML Investors Services, LLC 0.00% Reduce -2.8% 7,933 $755K
Cetera Investment Advisers 0.00% Add +0.2% 7,927 $754K
Empowered Funds, LLC 0.01% Add +8.5% 7,801 $742K
HighTower Advisors, LLC 0.00% Reduce -20.0% 7,650 $729K
Pacer Advisors, Inc. 0.00% Reduce -19.2% 7,628 $726K
Inspire Advisors, LLC 0.10% Add +1.3% 7,615 $724K
Huntington National Bank 0.01% Reduce -12.1% 7,556 $719K
Nicolet Advisory Services, LLC 0.07% Add +31.3% 7,385 $702K
Aviance Capital Partners, LLC 0.09% No change 7,000 $666K
Saturna Capital Corp. 0.01% Reduce -0.2% 7,000 $666K
FMR LLC 0.00% Add +20.7% 6,927 $659K
Integrated Wealth Concepts LLC 0.01% Reduce -9.4% 6,925 $659K
Park Avenue Securities LLC 0.01% Reduce -1.2% 6,907 $657K
Xponance LLC 0.01% Reduce -5.8% 6,835 $650K
Aviva PLC 0.00% Reduce -18.0% 6,533 $621K
Occudo Quantitative Strategies LP 0.11% New 6,272 $597K
Los Angeles Capital Management LLC 0.00% New 6,269 $596K
Raymond James Trust N.A. 0.01% Add +2.8% 6,230 $593K
Pictet Asset Management Holding SA 0.00% Reduce -17.6% 6,153 $585K
Fifth Third Bancorp 0.00% Add +19.6% 6,063 $577K
Verition Fund Management LLC 0.00% New 6,047 $575K
Mitchell & Pahl Private Wealth, LLC 0.29% Add +0.6% 5,747 $547K
State of Alaska, Department of Revenue 0.01% No change 5,471 $520K
LVW Advisors, LLC 0.08% Add +7.7% 5,448 $518K
Fox Run Management, L.L.C. 0.09% New 5,290 $503K
&partners 0.02% New 5,266 $501K
Brown Advisory Inc. 0.00% No change 5,100 $485K
Federated Hermes, Inc. 0.00% Add +35.0% 5,038 $479K
Certified Advisory Corp 0.06% No change 5,033 $479K
Jump Financial, LLC 0.01% Add +25.0% 5,000 $476K
Allianz Asset Management GmbH 0.00% Reduce -43.1% 4,700 $447K
BetterWealth, LLC 0.14% No change 4,666 $444K
Capital Investment Counsel, Inc 0.07% No change 4,650 $442K
O'shaughnessy Asset Management, LLC 0.00% Add +41.3% 4,603 $438K
CIBC Private Wealth Group LLC 0.00% Reduce -51.4% 4,450 $420K
State of Wisconsin Investment Board 0.00% Reduce -2.3% 4,251 $404K
Regions Financial Corp. 0.00% Reduce -1.7% 4,215 $401K
Quantbot Technologies LP 0.02% Reduce -47.9% 4,056 $386K
Tiaa Trust, National Association 0.00% No change 4,009 $381K
Securian Asset Management, Inc. 0.01% Reduce -2.4% 4,006 $381K
Clearstead Advisors, LLC 0.01% Add +398.1% 3,985 $379K
Hardy Reed LLC 0.04% No change 3,970 $378K
Cynosure Group, LLC 0.06% Reduce -85.8% 3,937 $374K
Lindenwold Advisors, INC 0.20% No change 3,921 $373K
Versor Investments LP 0.07% New 3,915 $372K
Lazard Asset Management LLC 0.00% New 3,846 $365K
Wealth Alliance, LLC 0.05% Reduce -0.2% 3,747 $356K
Inspire Investing, LLC 0.04% Reduce -14.7% 3,694 $351K
Old National Bancorp 0.01% New 3,555 $338K
HighPoint Advisor Group LLC 0.02% Add +2.4% 3,161 $338K
US Asset Management LLC 0.30% Reduce -0.6% 3,533 $336K
Gibbs Wealth Management 0.13% New 3,499 $333K
EverSource Wealth Advisors, LLC 0.02% Add +1.1% 3,103 $329K
Franklin Resources Inc. 0.00% Add +21.8% 3,443 $327K
Icon Wealth Advisors, LLC 0.03% Reduce -18.0% 3,043 $323K
Isthmus Partners, LLC 0.04% Reduce -75.3% 3,390 $322K
Everpar Advisors LLC 0.16% Add +21.1% 3,324 $316K
Caprock Group, LLC 0.01% Add +4.2% 3,296 $314K
Crossmark Global Holdings, Inc. 0.01% Reduce -7.2% 3,227 $307K
Kestra Advisory Services, LLC 0.00% Reduce -1.1% 3,082 $293K
Cubist Systematic Strategies, LLC 0.01% New 3,081 $293K
Mackenzie Financial Corp. 0.00% No change 3,079 $293K
Marco Investment Management LLC 0.03% Reduce -0.8% 3,075 $292K
Commonwealth Equity Services, LLC 0.00% Reduce -24.3% 3,062 $291K
Cresset Asset Management, LLC 0.00% New 3,028 $288K
Heritage Wealth Management, LLC 0.16% Reduce -11.4% 3,023 $288K
Heritage Family Offices, LLP 0.16% — 3,023 $288K
Dark Forest Capital Management LP 0.05% New 2,950 $281K
OneDigital Investment Advisors LLC 0.00% New 2,947 $280K
State of Wyoming 0.04% Add +8.4% 2,741 $261K
QRG Capital Management, Inc. 0.00% Add +3.3% 2,733 $260K
Intellectus Partners, LLC 0.07% No change 2,705 $257K
Quadrature Capital Ltd 0.00% Reduce -42.4% 2,628 $250K
Two Sigma Advisers, LP 0.00% Reduce -68.3% 2,600 $247K
MJP Associates Inc. 0.05% New 2,588 $246K
Arrowstreet Capital, Limited Partnership 0.00% New 2,558 $243K
Apriem Advisors 0.03% No change 2,513 $239K
Aquatic Capital Management LLC 0.01% Reduce -56.9% 2,500 $238K
Profund Advisors LLC 0.01% Reduce -15.7% 2,401 $228K
Axxcess Wealth Management, LLC 0.01% New 2,379 $226K
Summitry LLC 0.01% New 2,375 $226K
Centiva Capital, LP 0.01% New 2,361 $225K
Argent Trust Co 0.01% New 2,311 $220K
XTX Topco Ltd 0.02% New 2,256 $215K
Portside Wealth Group, LLC 0.04% New 2,247 $214K
Gsa Capital Partners LLP 0.01% New 2,176 $207K
Covestor Ltd 0.13% Add +267.7% 2,166 $206K
Malaga Cove Capital, LLC 0.08% New 2,165 $206K
Point72 (DIFC) Ltd 0.02% New 2,110 $201K
Thrive Wealth Management, LLC 0.04% New 2,107 $200K
Farther Finance Advisors, LLC 0.01% Add +12223.5% 2,095 $196K
Allspring Global Investments Holdings, LLC 0.00% Add +588.4% 2,024 $193K
Parkside Financial Bank & Trust 0.03% Add +11.0% 2,008 $191K
Hilltop National Bank 0.06% Add +2.4% 1,906 $181K
AlphaQuest LLC 0.02% Reduce -40.0% 1,865 $177K
Osaic Holdings, Inc. 0.00% Add +298.3% 1,832 $174K
Canada Pension Plan Investment Board 0.00% New 1,800 $171K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 1,540 $146K
Venturi Wealth Management, LLC 0.01% Add +393.2% 1,524 $145K
LRI Investments, LLC 0.02% New 1,476 $140K
KBC Group NV 0.00% Add +28.2% 1,400 $133K
Ashton Thomas Private Wealth, LLC 0.01% New 1,356 $129K
Point72 Hong Kong Ltd 0.01% New 1,305 $124K
Nisa Investment Advisors, LLC 0.00% Add +62.3% 1,298 $123K
Balefire, LLC 0.04% Add +1.6% 1,275 $121K
Mather Group, Llc. 0.00% Reduce -2.9% 1,458 $121K
Ostrum Asset Management 0.01% Add +10.6% 1,259 $120K
Bessemer Group Inc. 0.00% Reduce -49.0% 1,243 $118K
Eagle Bay Advisors LLC 0.06% Add +8.5% 1,026 $98K
Harbor Investment Advisory, LLC 0.01% Add +0.3% 973 $93K
Natixis Investment Managers International 0.01% Reduce -15.0% 967 $92K
Park Place Capital Corp 0.03% Reduce -1.4% 941 $90K
Benjamin F. Edwards & Company, Inc. 0.00% Add +70.5% 873 $83K
CI Investments Inc. 0.00% Add +1.2% 779 $74K
Principal Securities, Inc. 0.00% Add +14.9% 671 $64K
Janiczek Wealth Management, LLC 0.01% Add +5.6% 661 $63K
Signaturefd, LLC 0.00% Add +4.2% 646 $61K
Arax Advisory Partners 0.01% Add +8.0% 554 $53K
Whittier Trust Co. of Nevada Inc. 0.00% Add +166.5% 517 $49K
NewEdge Advisors, LLC 0.00% Reduce -4.8% 461 $44K
Benjamin Edwards Inc. 0.01% Add +9.6% 432 $41K
Quadrant Capital Group LLC 0.00% Reduce -17.2% 418 $40K
GAMMA Investing LLC 0.00% Add +67.7% 379 $36K
Spire Wealth Management 0.00% Reduce -3.2% 368 $35K
First Horizon Advisors, Inc. 0.00% Reduce -2.5% 358 $34K
Rise Advisors, LLC 0.01% Add +0.3% 295 $28K
Quarry LP 0.01% New 265 $25K
Allworth Financial LP 0.00% Add +121.9% 233 $24K
Hexagon Capital Partners LLC 0.00% Add +544.4% 232 $22K
Bell Investment Advisors, Inc 0.00% Add +187.5% 230 $22K
Versant Capital Management, Inc 0.01% Reduce -18.5% 229 $22K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.8% 223 $21K
Tortoise Investment Management, LLC 0.00% Add +77.4% 220 $21K
Crewe Advisors LLC 0.00% Add +231.3% 212 $20K
LGT Financial Advisors LLC 0.04% No change 202 $19K
EntryPoint Capital, LLC 0.01% Reduce -88.5% 199 $19K
Global Retirement Partners, LLC 0.00% Add +120.0% 187 $18K
West Branch Capital LLC 0.01% No change 170 $16K
Private Trust Co. NA 0.00% No change 121 $12K
Lindbrook Capital, LLC 0.00% Reduce -46.1% 97 $9K
Private Wealth Management Group, LLC 0.00% Add +30.6% 94 $9K
Concourse Financial Group Securities, Inc. 0.00% Reduce -5.1% 93 $9K
AdvisorNet Financial, Inc 0.00% Reduce -25.8% 89 $8K
Leonteq Securities AG 0.00% No change 83 $8K
Financial Network Wealth Advisors LLC 0.01% New 71 $7K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 67 $6K
Front Row Advisors LLC 0.00% Reduce -14.7% 64 $6K
Beacon Capital Management, LLC 0.00% No change 39 $4K
Altshuler Shaham Ltd 0.00% New 38 $4K
ESL Trust Services, LLC 0.00% New 37 $4K
Oakworth Capital, Inc. 0.00% No change 35 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 34 $3K
UMB Bank, n.a. 0.00% Add +146.2% 32 $3K
Steward Partners Investment Advisory, LLC 0.00% Reduce -80.0% 32 $3K
IFP Advisors, Inc 0.00% Add +314.3% 29 $3K
Innealta Capital, LLC 0.00% New 28 $3K
Manchester Capital Management LLC 0.00% Add +116.7% 26 $2K
Blue Trust, Inc. 0.00% New 29 $2K
Rothschild Investment LLC 0.00% Add +400.0% 25 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -57.6% 25 $2K
Fairman Group, LLC 0.00% No change 23 $2K
CVA Family Office, LLC 0.00% New 23 $2K
Farmers & Merchants Investments Inc. 0.00% No change 21 $2K
Smartleaf Asset Management LLC 0.00% New 20 $2K
WealthCollab, LLC 0.00% No change 19 $2K
Tucker Asset Management LLC 0.00% New 18 $2K
JFS Wealth Advisors, LLC 0.00% Add +30.8% 17 $2K
National Bank of Canada 0.00% No change 15 $1K
Provenance Wealth Advisors, LLC 0.00% No change 12 $1K
Johnson Financial Group, Inc. 0.00% New 10 $952
SJS Investment Consulting Inc. 0.00% Add +40.0% 7 $666
DiNuzzo Private Wealth, Inc. 0.00% Add +20.0% 6 $571
Avior Wealth Management, LLC 0.00% Reduce -98.8% 5 $475
MV Capital Management, Inc. 0.00% New 1 $96
TFC Financial Management, Inc. 0.00% New 1 $96
Scarborough Advisors, LLC 0.00% No change 1 $95
McClarren Financial Advisors, Inc. 0.00% Add +4650.0% 95 $0

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