ExponentEXPO

13F holders, Q4 2024 (December 31)
369holders −4
35new positions
50sold out
7famous investors
$89.11avg. 13F price*

At the end of Q4 2024, 369 institutions reported holding Exponent Inc. (EXPO) in their 13F filings, down 4 from Q3 2024. 35 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($556.1M), Vanguard Group Inc. ($476.3M) and Kayne Anderson Rudnick Investment Management LLC ($422.0M). 7 famous investors held it, including Terry Smith (0.3% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions35$16.8M
Exits50$36.4M

All 13F filers, Q3 2024 → Q4 2024: 1,420,485 shares bought and 1,487,430 shares sold, net −66,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 369 holders

BlackRock, Inc. 0.01% Add +1.6% 6,241,387 $556.1M
Vanguard Group Inc. 0.01% Add +1.3% 5,345,503 $476.3M
Kayne Anderson Rudnick Investment Management LLC 0.97% Reduce -0.8% 4,736,557 $422.0M
Conestoga Capital Advisors, LLC 3.31% Reduce -0.1% 2,802,629 $249.7M
Neuberger Berman Group LLC 0.15% Reduce -9.7% 2,161,164 $192.6M
State Street Corp. 0.01% Add +4.3% 1,919,513 $171.0M
Geneva Capital Management LLC 2.43% Reduce -1.3% 1,569,676 $139.9M
Geode Capital Management, LLC 0.01% Add +0.9% 1,519,584 $135.4M
Invesco Ltd. 0.02% Add +1.1% 1,188,373 $105.9M
Dimensional Fund Advisors LP 0.02% Reduce -4.3% 931,495 $83.0M
Morgan Stanley 0.01% Add +1.4% 873,143 $77.8M
Fundsmith 0.32% No change 836,477 $74.5M
Northern Trust Corp. 0.01% Add +7.4% 770,270 $68.6M
Wells Fargo & Company 0.02% Add +0.6% 739,710 $65.9M
Riverbridge Partners LLC 0.79% Reduce -26.1% 652,715 $58.2M
Ameriprise Financial Inc. 0.01% Add +7.3% 646,026 $57.6M
Raymond James Financial Inc. 0.02% — 618,751 $55.1M
JPMorgan Chase & Co. 0.00% Reduce -3.2% 610,390 $54.4M
Norges Bank 0.01% Add +0.1% 587,887 $52.4M
Charles Schwab Investment Management Inc. 0.01% Add +1.5% 525,378 $46.8M
Envestnet Asset Management Inc. 0.01% Reduce -7.4% 433,145 $38.6M
Resona Asset Management Co.,Ltd. 0.23% Add +12.3% 432,179 $38.5M
GW&K Investment Management, LLC 0.33% Reduce -21.8% 432,317 $38.5M
Bank of New York Mellon Corp 0.01% Reduce -2.9% 429,287 $38.2M
Goldman Sachs Group Inc. 0.01% Add +13.2% 407,576 $36.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Add +5.6% 377,759 $33.7M
EULAV Asset Management 0.74% No change 345,100 $30.7M
TimesSquare Capital Management, LLC 0.45% Add +22.4% 342,850 $30.5M
Baron Capital (BAMCO) 0.07% No change 313,262 $27.9M
Roffman Miller Associates Inc. 1.70% Reduce -0.5% 310,241 $27.6M
Silvercrest Asset Management Group LLC 0.17% Add +4.2% 288,240 $25.7M
Bank of America Corp. 0.00% Reduce -9.7% 260,954 $23.3M
Royal Bank of Canada 0.01% Reduce -3.8% 259,851 $23.2M
Public Employees Retirement Association of Colorado 0.09% No change 258,525 $23.0M
Comerica Bank 0.09% Add +2.8% 239,337 $21.3M
Man Group plc 0.06% Add +1.8% 230,243 $20.5M
DF Dent & Co. Inc. 0.24% Reduce -6.7% 210,244 $18.7M
Royce & Associates LP 0.17% Add +8.1% 202,981 $18.1M
Fenimore Asset Management Inc 0.36% Reduce -0.6% 189,900 $16.9M
Barclays PLC 0.01% Add +88.5% 181,921 $16.2M
Rhumbline Advisers 0.01% Add +0.7% 179,285 $16.0M
Montanaro Asset Management Ltd 3.10% Reduce -6.2% 168,300 $15.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +15.1% 159,131 $14.2M
Nuveen Asset Management, LLC 0.00% Reduce -0.2% 142,306 $12.7M
BLI - Banque de Luxembourg Investments 0.34% — 141,300 $12.6M
Principal Financial Group Inc. 0.01% Add +0.6% 132,201 $11.8M
Sei Investments Co. 0.01% Reduce -12.9% 127,273 $11.3M
Stifel Financial Corp. 0.01% Reduce -1.4% 122,694 $10.9M
Axiom Investors LLC 0.08% Add +1.6% 118,567 $10.6M
Alliancebernstein L.P. 0.00% Reduce -0.1% 109,574 $9.8M
Thematics Asset Management 0.40% Reduce -5.9% 103,000 $9.2M
Legal & General Group Plc 0.00% Add +5.9% 101,396 $9.0M
Swiss National Bank 0.01% Add +0.8% 99,800 $8.9M
Curi Capital, LLC 0.20% Reduce -6.3% 98,738 $8.8M
UBS Group AG 0.00% Add +93.6% 98,541 $8.8M
PineStone Asset Management Inc. 0.08% Add +12.4% 98,311 $8.8M
ProShare Advisors LLC 0.02% Add +21.9% 97,046 $8.6M
Teacher Retirement System of Texas 0.03% Add +64.0% 96,663 $8.6M
California Public Employees Retirement System 0.01% Reduce -5.1% 90,910 $8.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +1061.0% 85,790 $7.6M
Pier Capital, LLC 1.05% Add +7.8% 82,603 $7.4M
Corebridge Financial, Inc. 0.04% Reduce -5.1% 82,219 $7.3M
Nicholas Company, Inc. 0.12% No change 80,425 $7.2M
Citadel Advisors 0.01% Reduce -5.9% 77,696 $6.9M
Truist Financial Corp. 0.01% Reduce -8.1% 71,636 $6.4M
Deutsche Bank AG 0.00% Add +3.3% 70,491 $6.3M
LPL Financial LLC 0.00% Add +16.0% 69,873 $6.2M
Alps Advisors Inc. 0.04% Add +17.8% 67,936 $6.1M
Tudor Investment Corporation 0.06% Reduce -10.7% 64,945 $5.8M
LRT Capital Management, LLC 4.50% Add +116.7% 64,556 $5.8M
Retirement Systems of Alabama 0.02% Add +0.2% 61,724 $5.5M
Asset Management One Co., Ltd. 0.02% Reduce -16.7% 59,385 $5.3M
MetLife Investment Management, LLC 0.03% Add +8.3% 58,331 $5.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.1% 57,773 $5.1M
AQR Capital Management 0.01% Reduce -16.2% 57,072 $5.1M
Mirova 0.87% Reduce -5.5% 56,377 $5.0M
Citigroup Inc. 0.00% Add +12.7% 54,423 $4.8M
Bridge City Capital, LLC 1.26% Add +7.5% 53,286 $4.7M
First Trust Advisors LP 0.00% Add +74.1% 52,439 $4.7M
Janney Montgomery Scott LLC 0.01% Reduce -5.7% 50,831 $4.5M
Van Eck Associates Corp. 0.01% Add +32.9% 48,101 $4.3M
Millennium Management 0.00% Add +365.1% 47,464 $4.2M
California State Teachers Retirement System 0.00% Reduce -1.1% 47,419 $4.2M
Squarepoint Ops LLC 0.01% Add +59.7% 46,950 $4.2M
EFG Asset Management (Americas) Corp. 0.79% Reduce -1.0% 45,813 $4.1M
Qube Research & Technologies Ltd 0.01% New 45,458 $4.1M
New York State Teachers Retirement System 0.01% Add +0.2% 42,795 $3.8M
Granite Investment Partners, LLC 0.16% Reduce -9.7% 41,895 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -8.5% 40,875 $3.6M
Sandler Capital Management 0.51% Add +33.0% 34,861 $3.1M
T. Rowe Price Associates Inc. 0.00% Add +8.5% 32,053 $2.9M
Natixis Advisors, LLC 0.01% Reduce -8.3% 31,206 $2.8M
Ontario Teachers Pension Plan Board 0.04% Add +77.4% 30,727 $2.7M
Oppenheimer Asset Management Inc. 0.03% Reduce -22.9% 30,542 $2.7M
NewEdge Wealth, LLC 0.05% Reduce -7.6% 30,423 $2.7M
Vestmark Advisory Solutions, Inc. 0.09% Reduce -7.7% 30,223 $2.7M
Victory Capital Management Inc. 0.00% Reduce -3.7% 29,445 $2.6M
Townsquare Capital LLC 0.03% Add +11.8% 29,049 $2.6M
Laurus Global Equity Management Inc. 1.32% No change 28,715 $2.6M
Argent Capital Management LLC 0.07% Add +17.3% 28,323 $2.5M
American Century Companies Inc. 0.00% Reduce -20.5% 28,069 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -2.2% 26,815 $2.4M
Intech Investment Management LLC 0.02% Add +220.9% 25,973 $2.3M
New York State Common Retirement Fund 0.00% No change 25,916 $2.3M
Cerity Partners LLC 0.00% Reduce -8.4% 19,979 $2.3M
HSBC Holdings PLC 0.00% Add +47.1% 25,502 $2.3M
AXA S.A. 0.01% Add +35.5% 24,000 $2.1M
Janus Henderson Group PLC 0.00% Reduce -4.8% 23,697 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -1.0% 23,509 $2.1M
Abacus FCF Advisors LLC 0.28% Add +46.4% 23,460 $2.1M
Amalgamated Bank 0.02% No change 23,239 $2.1M
Quantbot Technologies LP 0.07% New 22,985 $2.0M
Atria Investments, Inc 0.03% Reduce -8.9% 22,632 $2.0M
Susquehanna International Group, LLP 0.00% Add +394.9% 22,563 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +10.4% 22,127 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -10.9% 21,042 $1.9M
Arkadios Wealth Advisors 0.10% Reduce -9.7% 20,962 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -2.7% 20,209 $1.9M
Captrust Financial Advisors 0.01% Reduce -14.6% 20,628 $1.8M
Sterling Capital Management LLC 0.02% Add +0.0% 19,667 $1.8M
Avantax Advisory Services, Inc. 0.01% Reduce -5.4% 18,884 $1.7M
Creative Planning 0.00% Reduce -12.8% 18,587 $1.7M
BNP Paribas Financial Markets 0.00% Reduce -55.6% 18,521 $1.7M
KLP Kapitalforvaltning As 0.01% — 18,300 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -4.1% 17,942 $1.6M
Campbell & CO Investment Adviser LLC 0.12% New 17,836 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.1% 16,920 $1.5M
Parallel Advisors, LLC 0.03% Reduce -1.9% 16,869 $1.5M
Mariner, LLC 0.00% Reduce -1.9% 16,867 $1.5M
Edgestream Partners, L.P. 0.06% New 16,326 $1.5M
Vanguard Personalized Indexing Management, LLC 0.02% Add +9.4% 16,086 $1.4M
Russell Investments Group, Ltd. 0.00% Reduce -6.1% 15,609 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -0.5% 15,456 $1.4M
Verition Fund Management LLC 0.01% Add +509.2% 15,297 $1.4M
Voya Investment Management LLC 0.00% Reduce -7.4% 15,205 $1.4M
TD Private Client Wealth LLC 0.04% Reduce -4.3% 15,101 $1.3M
Pinebridge Investments, L.P. 0.01% Add +42.7% 14,825 $1.3M
Arizona State Retirement System 0.01% Add +0.9% 14,723 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 14,409 $1.3M
Louisiana State Employees Retirement System 0.02% No change 14,100 $1.3M
STRS Ohio 0.00% Reduce -72.3% 13,600 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 13,234 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +9.7% 13,208 $1.2M
Glenmede Trust Co. NA 0.01% Reduce -5.1% 12,962 $1.2M
Handelsbanken Fonder AB 0.00% No change 12,900 $1.1M
Los Angeles Capital Management LLC 0.00% Add +33.1% 12,559 $1.1M
&partners 0.01% Add +22.4% 12,593 $1.1M
Empowered Funds, LLC 0.02% Add +28.8% 12,272 $1.1M
Thrivent Financial for Lutherans 0.00% Add +0.2% 12,041 $1.1M
State of Michigan Retirement System 0.01% No change 12,000 $1.1M
WINTON GROUP Ltd 0.07% Add +2.9% 11,590 $1.0M
Algert Global LLC 0.02% New 11,557 $1.0M
State of Tennessee, Department of Treasury 0.00% Reduce -2.7% 11,413 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -12.7% 11,295 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 11,282 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 11,211 $999K
US Bancorp \de 0.00% Reduce -16.4% 11,129 $992K
Trust Point Inc. 0.07% Reduce -11.5% 11,129 $992K
PNC Financial Services Group, Inc. 0.00% Reduce -1.6% 10,958 $976K
Legato Capital Management LLC 0.13% No change 10,925 $973K
Police & Firemen's Retirement System of New Jersey 0.01% — 10,765 $959K
Oregon Public Employees Retirement Fund 0.02% No change 10,325 $920K
New Mexico Educational Retirement Board 0.03% No change 10,300 $918K
FMR LLC 0.00% Reduce -4.1% 9,853 $878K
Cwm, LLC 0.00% Reduce -5.4% 9,183 $818K
Cetera Investment Advisers 0.00% Add +3.1% 8,903 $793K
Dark Forest Capital Management LP 0.12% New 8,796 $784K
Bank of Montreal 0.00% Add +1.5% 8,747 $779K
Fox Run Management, L.L.C. 0.13% New 7,946 $708K
Orion Porfolio Solutions, LLC 0.01% Reduce -30.8% 7,932 $707K
Orion Portfolio Solutions, LLC 0.01% Reduce -30.8% 7,932 $707K
MML Investors Services, LLC 0.00% Reduce -3.7% 7,615 $678K
Pacer Advisors, Inc. 0.00% Add +2.4% 7,574 $675K
Robeco Schweiz AG 0.01% No change 7,500 $668K
Inspire Advisors, LLC 0.08% Add +3.0% 7,494 $668K
Occudo Quantitative Strategies LP 0.12% New 7,428 $662K
Saturna Capital Corp. 0.01% No change 7,394 $659K
Huntington National Bank 0.01% Add +0.5% 7,328 $653K
Aquatic Capital Management LLC 0.02% Add +58.7% 7,302 $651K
Nicolet Advisory Services, LLC 0.06% Reduce -8.0% 7,270 $648K
Xponance LLC 0.01% Add +4.3% 7,148 $637K
Aviance Capital Partners, LLC 0.09% No change 7,000 $624K
Pictet Asset Management Holding SA 0.00% Add +8.7% 6,822 $608K
Nomura Holdings Inc. 0.00% New 6,723 $599K
Baker Ellis Asset Management LLC 0.09% Reduce -14.6% 6,575 $586K
Mitchell & Pahl Private Wealth, LLC 0.27% Add +9.8% 6,545 $583K
Federated Hermes, Inc. 0.00% Reduce -0.1% 6,497 $579K
Integrated Wealth Concepts LLC 0.01% Reduce -2.5% 6,484 $578K
HighTower Advisors, LLC 0.00% Reduce -5.3% 6,441 $574K
Cynosure Group, LLC 0.09% Reduce -8.2% 6,416 $572K
Aviva PLC 0.00% Add +5.6% 6,359 $567K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -16.8% 6,187 $551K
Petrus Trust Company, LTA 0.05% No change 6,150 $548K
Allspring Global Investments Holdings, LLC 0.00% Add +223.4% 6,158 $541K
Fifth Third Bancorp 0.00% Reduce -4.4% 5,977 $533K
Versor Investments LP 0.09% Add +51.3% 5,900 $526K
State of Alaska, Department of Revenue 0.01% Reduce -1.3% 5,791 $515K
Park Avenue Securities LLC 0.01% Reduce -5.0% 5,638 $502K
Coldstream Capital Management Inc. 0.01% Add +7.6% 5,552 $495K
LVW Advisors, LLC 0.06% Reduce -8.2% 5,547 $494K
New Age Alpha Advisors, LLC 0.02% New 5,398 $481K
AlphaQuest LLC 0.06% Reduce -65.0% 5,388 $480K
Malaga Cove Capital, LLC 0.19% Add +147.1% 5,327 $475K
Corient Private Wealth LP 0.00% Reduce -2.8% 5,176 $461K
Y-Intercept (Hong Kong) Ltd 0.03% New 5,159 $460K
Jane Street Group, LLC 0.00% Reduce -87.7% 5,147 $459K
Brown Advisory Inc. 0.00% No change 5,142 $458K
Prudential Financial Inc. 0.00% Reduce -64.2% 5,048 $450K
State of Wisconsin Investment Board 0.00% Add +11.6% 4,745 $423K
Cibc World Markets Corp. 0.00% New 4,730 $421K
Certified Advisory Corp 0.05% No change 4,723 $421K
BetterWealth, LLC 0.11% No change 4,666 $416K
Gibbs Wealth Management 0.11% Add +18.4% 4,640 $413K
Inspire Investing, LLC 0.04% Add +25.4% 4,495 $401K
CIBC Private Wealth Group LLC 0.00% Add +3.8% 4,418 $394K
AssuredPartners Investment Advisors, LLC 0.07% — 4,284 $382K
O'shaughnessy Asset Management, LLC 0.00% Reduce -25.8% 4,268 $380K
Impact Capital Partners LLC 0.13% — 4,253 $379K
Two Sigma Investments, LP 0.00% New 4,110 $366K
Regions Financial Corp. 0.00% Reduce -2.3% 4,079 $363K
Capital Investment Counsel, Inc 0.05% Reduce -12.9% 4,050 $361K
Securian Asset Management, Inc. 0.01% Reduce -2.6% 3,806 $339K
Lindenwold Advisors, INC 0.18% Reduce -4.6% 3,761 $335K
Caprock Group, LLC 0.01% Add +13.2% 3,712 $331K
Franklin Resources Inc. 0.00% Add +5.4% 3,710 $331K
Hardy Reed LLC 0.03% Reduce -8.9% 3,648 $325K
Old National Bancorp 0.01% Add +0.3% 3,589 $320K
Net Worth Advisory Group 0.10% Add +0.1% 3,524 $314K
Tower Research Capital LLC (TRC) 0.01% Add +197.1% 3,521 $314K
Wealth Alliance, LLC 0.04% Reduce -7.9% 3,502 $312K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.2% 3,494 $311K
Isthmus Partners, LLC 0.04% No change 3,390 $302K
Dynamic Technology Lab Private Ltd 0.05% New 3,319 $296K
QRG Capital Management, Inc. 0.00% Reduce -3.3% 3,317 $296K
Freestone Grove Partners LP 0.00% — 3,256 $290K
State of Wyoming 0.04% Reduce -53.6% 3,248 $289K
Commonwealth Equity Services, LLC 0.00% Add +1.7% 3,241 $289K
Clearstead Advisors, LLC 0.00% Reduce -0.7% 3,147 $280K
Heritage Family Offices, LLP 0.14% Add +3.8% 3,123 $278K
US Asset Management LLC 0.25% New 3,124 $278K
Summitry LLC 0.01% Add +26.9% 3,117 $278K
Advisor OS, LLC 0.03% Reduce -44.0% 3,104 $277K
Marco Investment Management LLC 0.02% No change 3,075 $274K
Mackenzie Financial Corp. 0.00% Add +3.2% 3,054 $272K
Gotham Asset Management 0.00% New 2,922 $260K
EverSource Wealth Advisors, LLC 0.01% Add +0.8% 2,905 $259K
Everpar Advisors LLC 0.13% Reduce -1.2% 2,902 $259K
Sherbrooke Park Advisers LLC 0.08% New 2,869 $256K
HighPoint Advisor Group LLC 0.01% Reduce -12.4% 2,807 $255K
Portside Wealth Group, LLC 0.04% Add +12.5% 2,823 $252K
Intellectus Partners, LLC 0.05% No change 2,705 $241K
Kestra Advisory Services, LLC 0.00% Reduce -17.6% 2,627 $234K
Empirical Asset Management, LLC 0.08% New 2,622 $234K
Schonfeld Strategic Advisors LLC 0.00% New 2,600 $232K
Two Sigma Securities, LLC 0.04% New 2,547 $227K
PharVision Advisers, LLC 0.19% — 2,537 $226K
Venturi Wealth Management, LLC 0.01% Add +4.6% 2,531 $226K
Twinbeech Capital LP 0.00% New 2,531 $226K
Farther Finance Advisors, LLC 0.01% Reduce -16.4% 2,521 $225K
Mercer Global Advisors Inc. 0.00% Add +35.2% 2,429 $216K
Walleye Capital LLC 0.00% Reduce -5.8% 2,357 $210K
Profund Advisors LLC 0.01% Reduce -3.0% 2,356 $210K
Apriem Advisors 0.02% Reduce -8.0% 2,313 $206K
KBC Group NV 0.00% Add +62.4% 2,274 $203K
Redwood Park Advisors LLC 0.17% — 2,258 $201K
Axxcess Wealth Management, LLC 0.01% Reduce -0.9% 2,258 $201K
Atlatl Advisers LLC 0.09% — 1,699 $151K
Hilltop National Bank 0.04% Reduce -9.2% 1,655 $147K
Osaic Holdings, Inc. 0.00% Reduce -51.3% 1,640 $146K
Parkside Financial Bank & Trust 0.02% Reduce -25.5% 1,592 $142K
Mather Group, Llc. 0.00% Add +14.9% 1,512 $135K
Icon Wealth Advisors, LLC 0.01% Reduce -28.6% 1,472 $131K
LRI Investments, LLC 0.01% Add +30.4% 1,460 $130K
Balefire, LLC 0.04% Add +0.9% 1,376 $121K
Canada Pension Plan Investment Board 0.00% Reduce -27.8% 1,300 $116K
Nisa Investment Advisors, LLC 0.00% Reduce -4.2% 1,298 $116K
Ostrum Asset Management 0.01% Add +147.6% 1,280 $114K
Covestor Ltd 0.07% Reduce -11.2% 1,242 $111K
Harbor Investment Advisory, LLC 0.01% No change 970 $86K
Natixis Investment Managers International 0.01% No change 967 $86K
Eagle Bay Advisors LLC 0.04% Reduce -18.8% 784 $70K
Park Place Capital Corp 0.02% Reduce -19.8% 755 $67K
Principal Securities, Inc. 0.00% Reduce -6.5% 733 $65K
Signaturefd, LLC 0.00% Reduce -1.0% 724 $65K
Northwestern Mutual Wealth Management Co. 0.00% Add +436.2% 681 $61K
Johnson Financial Group, Inc. 0.00% New 640 $59K
Quarry LP 0.01% Add +2.0% 616 $55K
Brown Brothers Harriman & Co. 0.00% New 557 $50K
Anchor Investment Management, LLC 0.00% No change 555 $49K
Arax Advisory Partners 0.00% Reduce -0.7% 551 $49K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -43.4% 511 $46K
Trust Co. of Vermont 0.00% New 505 $45K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -98.9% 498 $44K
Winnacle Wealth LLC 0.04% — 484 $43K
CI Investments Inc. 0.00% Reduce -44.2% 469 $42K
Tortoise Investment Management, LLC 0.00% Add +76.7% 440 $39K
NewEdge Advisors, LLC 0.00% No change 435 $39K
GAMMA Investing LLC 0.00% Reduce -35.1% 405 $36K
Quadrant Capital Group LLC 0.00% Reduce -14.2% 381 $34K
Bessemer Group Inc. 0.00% Reduce -71.7% 335 $30K
Versant Capital Management, Inc 0.01% Add +45.4% 333 $30K
Spire Wealth Management 0.00% Add +7.3% 325 $29K
Rise Advisors, LLC 0.01% Add +0.3% 297 $26K
Hexagon Capital Partners LLC 0.00% Add +446.3% 295 $26K
First Horizon Advisors, Inc. 0.00% Reduce -20.1% 287 $26K
Atala Financial Inc 0.02% — 284 $25K
Private Trust Co. NA 0.00% Add +129.8% 278 $25K
Allworth Financial LP 0.00% Reduce -0.4% 238 $22K
Bell Investment Advisors, Inc 0.00% No change 230 $20K
Westside Investment Management, Inc. 0.00% No change 227 $20K
Jones Financial Companies LLLP 0.00% Add +640.0% 222 $20K
LGT Financial Advisors LLC 0.04% No change 202 $18K
Global Retirement Partners, LLC 0.00% No change 187 $17K
Oarsman Capital, Inc. 0.00% Add +6.4% 183 $16K
West Branch Capital LLC 0.00% No change 170 $15K
Hemington Wealth Management 0.00% Add +3.5% 178 $15K
Clark Wealth Partners 0.01% — 155 $14K
Concourse Financial Group Securities, Inc. 0.00% Add +42.2% 145 $13K
Federation des caisses Desjardins du Quebec 0.00% Add +30.2% 138 $12K
Smartleaf Asset Management LLC 0.00% Add +135.2% 127 $11K
Wilmington Savings Fund Society, FSB 0.00% No change 117 $10K
Blue Trust, Inc. 0.00% Add +200.0% 111 $10K
MAI Capital Management 0.00% New 103 $9K
Danske Bank A/S 0.00% Reduce -80.0% 100 $9K
Global Financial Private Client, LLC 0.00% Add +2.1% 98 $9K
Private Wealth Management Group, LLC 0.00% No change 94 $8K
Leonteq Securities AG 0.00% Add +7.2% 89 $8K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 67 $6K
UMB Bank, n.a. 0.00% Reduce -56.3% 66 $6K
Geneos Wealth Management Inc. 0.00% No change 59 $5K
WPG Advisers, LLC 0.00% — 54 $5K
Plante Moran Financial Advisors, LLC 0.00% New 52 $5K
Lindbrook Capital, LLC 0.00% Reduce -46.4% 52 $5K
AdvisorNet Financial, Inc 0.00% Reduce -20.0% 48 $4K
SouthState Bank Corp 0.00% New 48 $4K
Rothschild Investment LLC 0.00% Reduce -27.3% 40 $4K
Beacon Capital Management, LLC 0.00% No change 39 $3K
ESL Trust Services, LLC 0.00% No change 37 $3K
Fortitude Family Office, LLC 0.00% Reduce -14.6% 35 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 34 $3K
Colonial Trust Co / SC 0.00% No change 34 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -28.9% 32 $3K
Steward Partners Investment Advisory, LLC 0.00% Reduce -56.2% 32 $3K
Manchester Capital Management LLC 0.00% No change 26 $2K
IFP Advisors, Inc 0.00% Add +4.0% 26 $2K
NFSG Corp 0.00% New 24 $2K
JFS Wealth Advisors, LLC 0.00% Add +27.8% 23 $2K
CVA Family Office, LLC 0.00% No change 23 $2K
CoreCap Advisors, LLC 0.00% New 23 $2K
Farmers & Merchants Investments Inc. 0.00% No change 21 $2K
WealthCollab, LLC 0.00% No change 19 $2K
Creative Financial Designs Inc. 0.00% New 19 $2K
Tucker Asset Management LLC 0.00% No change 18 $2K
SBI Securities Co., Ltd. 0.00% — 18 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -77.0% 17 $2K
Caitong International Asset Management Co., Ltd 0.00% — 14 $1K
Provenance Wealth Advisors, LLC 0.00% No change 12 $1K
Fairman Group, LLC 0.00% Reduce -52.2% 11 $980
Riverview Trust Co 0.00% New 7 $624
Whipplewood Advisors, LLC 0.00% — 6 $535
SJS Investment Consulting Inc. 0.00% Reduce -14.3% 6 $535
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $535
Avior Wealth Management, LLC 0.00% No change 5 $445
Brooklyn Investment Group 0.00% New 3 $268
Harbour Investments, Inc. 0.00% No change 3 $267
Assetmark, Inc. 0.00% New 2 $178
TFC Financial Management, Inc. 0.00% No change 1 $90
Parkworth Wealth Management, Inc. 0.00% — 1 $89
Grove Bank & Trust 0.00% New 1 $89

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