ExponentEXPO
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $16.8M |
| Exits | 50 | $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.