ExponentEXPO

13F holders, Q1 2025 (March 31)
393holders +24
66new positions
42sold out
10famous investors
$81.07avg. 13F price*

At the end of Q1 2025, 393 institutions reported holding Exponent Inc. (EXPO) in their 13F filings, up 24 from Q4 2024. 66 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($496.7M), Vanguard Group Inc. ($427.3M) and Kayne Anderson Rudnick Investment Management LLC ($388.4M). 10 famous investors held it, including Terry Smith (0.3% of Fundsmith's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.0% of Millennium Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions66$90.9M
Exits42$33.8M

All 13F filers, Q4 2024 → Q1 2025: 3,118,156 shares bought and 2,959,005 shares sold, net +159,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 393 holders

BlackRock, Inc. 0.01% Reduce -1.8% 6,127,782 $496.7M
Vanguard Group Inc. 0.01% Reduce -1.4% 5,271,274 $427.3M
Kayne Anderson Rudnick Investment Management LLC 0.95% Add +1.2% 4,791,747 $388.4M
Conestoga Capital Advisors, LLC 3.39% Reduce -0.9% 2,776,034 $225.0M
State Street Corp. 0.01% Add +0.3% 1,925,436 $156.1M
Neuberger Berman Group LLC 0.13% Reduce -14.3% 1,851,096 $150.0M
Geneva Capital Management LLC 2.64% Add +11.2% 1,745,828 $141.5M
Geode Capital Management, LLC 0.01% Add +3.7% 1,576,270 $127.8M
Dimensional Fund Advisors LP 0.02% Reduce -3.7% 897,061 $72.7M
Fundsmith 0.31% No change 836,477 $67.8M
Morgan Stanley 0.00% Reduce -7.3% 809,679 $65.6M
Northern Trust Corp. 0.01% Reduce -0.4% 767,037 $62.2M
Wells Fargo & Company 0.01% Reduce -1.2% 730,661 $59.2M
Norges Bank 0.01% Add +10.9% 652,146 $52.9M
Riverbridge Partners LLC 0.77% Reduce -8.8% 595,350 $48.3M
Raymond James Financial Inc. 0.02% Reduce -5.8% 582,992 $47.3M
Bank of America Corp. 0.00% Add +113.6% 557,376 $45.2M
Invesco Ltd. 0.01% Reduce -54.8% 536,803 $43.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.0% 520,131 $42.2M
JPMorgan Chase & Co. 0.00% Reduce -16.5% 509,950 $41.3M
Resona Asset Management Co.,Ltd. 0.24% Add +17.3% 506,784 $41.2M
Envestnet Asset Management Inc. 0.01% Add +2.0% 441,646 $35.8M
GW&K Investment Management, LLC 0.32% Reduce -1.5% 425,684 $34.5M
Bank of New York Mellon Corp 0.01% Reduce -3.1% 416,091 $33.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -3.0% 366,379 $29.7M
EULAV Asset Management 0.69% No change 345,100 $28.0M
Baron Capital (BAMCO) 0.08% Add +6.7% 334,309 $27.1M
Roffman Miller Associates Inc. 1.59% Add +0.2% 310,776 $25.2M
Millennium Management 0.02% Add +543.1% 305,230 $24.7M
TimesSquare Capital Management, LLC 0.39% Reduce -12.8% 298,860 $24.2M
Silvercrest Asset Management Group LLC 0.17% Add +1.8% 293,389 $23.8M
Ameriprise Financial Inc. 0.01% Reduce -57.5% 274,512 $22.3M
Royal Bank of Canada 0.00% Add +0.7% 261,740 $21.2M
Public Employees Retirement Association of Colorado 0.09% No change 258,525 $21.0M
Comerica Bank 0.09% Add +7.5% 257,366 $20.9M
Goldman Sachs Group Inc. 0.00% Reduce -37.5% 254,808 $20.7M
Man Group plc 0.06% Add +1.2% 232,968 $18.9M
Royce & Associates LP 0.19% Add +5.0% 213,179 $17.3M
DF Dent & Co. Inc. 0.23% Add +0.7% 211,732 $17.2M
Fenimore Asset Management Inc 0.33% Add +0.5% 190,895 $15.5M
Cubist Systematic Strategies, LLC 0.20% New 189,350 $15.3M
Rhumbline Advisers 0.01% Add +3.1% 184,891 $15.0M
Jacobs Levy Equity Management, Inc. 0.05% New 156,506 $12.7M
D. E. Shaw & Co. 0.02% New 153,377 $12.4M
Squarepoint Ops LLC 0.03% Add +221.7% 151,033 $12.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -6.6% 148,612 $12.0M
BLI - Banque de Luxembourg Investments 0.35% No change 141,300 $11.6M
Nuveen, LLC 0.00% — 133,583 $10.8M
Principal Financial Group Inc. 0.01% Add +1.0% 133,498 $10.8M
Sei Investments Co. 0.01% Add +4.3% 132,702 $10.8M
Renaissance Technologies 0.02% New 129,600 $10.5M
Jane Street Group, LLC 0.02% Add +2371.8% 127,222 $10.3M
Montanaro Asset Management Ltd 2.95% Reduce -26.2% 124,200 $10.1M
Stifel Financial Corp. 0.01% Reduce -0.1% 122,627 $9.9M
PineStone Asset Management Inc. 0.07% Add +17.1% 115,094 $9.3M
Qube Research & Technologies Ltd 0.01% Add +148.3% 112,893 $9.2M
Barclays PLC 0.00% Reduce -38.5% 111,849 $9.1M
UBS Group AG 0.00% Add +4.2% 102,716 $8.3M
Legal & General Group Plc 0.00% Add +0.1% 101,529 $8.2M
Alliancebernstein L.P. 0.00% Reduce -7.5% 101,401 $8.2M
Swiss National Bank 0.01% Reduce -1.4% 98,400 $8.0M
ProShare Advisors LLC 0.02% Reduce -1.2% 95,870 $7.8M
Granite Investment Partners, LLC 0.39% Add +123.0% 93,448 $7.6M
Teacher Retirement System of Texas 0.03% Reduce -10.9% 86,120 $7.0M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -0.5% 85,364 $6.9M
California Public Employees Retirement System 0.00% Reduce -6.7% 84,797 $6.9M
AQR Capital Management 0.01% Add +45.8% 83,192 $6.7M
Corebridge Financial, Inc. 0.04% Reduce -2.1% 80,493 $6.5M
Nicholas Company, Inc. 0.11% Add +0.0% 80,435 $6.5M
Balyasny Asset Management L.P. 0.02% New 80,099 $6.5M
Pier Capital, LLC 1.09% Reduce -3.2% 79,939 $6.5M
Edgestream Partners, L.P. 0.21% Add +367.2% 76,273 $6.2M
Alps Advisors Inc. 0.03% Add +7.7% 73,182 $5.9M
LPL Financial LLC 0.00% Add +0.0% 69,904 $5.7M
Truist Financial Corp. 0.01% Reduce -4.0% 68,785 $5.6M
Vestmark Advisory Solutions, Inc. 0.14% Add +125.7% 68,198 $5.5M
Twinbeech Capital LP 0.10% Add +2565.6% 67,467 $5.5M
Curi Capital, LLC 0.13% Reduce -32.3% 66,897 $5.4M
Deutsche Bank AG 0.00% Reduce -5.8% 66,371 $5.4M
Susquehanna International Group, LLP 0.01% Add +177.9% 62,706 $5.1M
Quantbot Technologies LP 0.16% Add +168.9% 61,801 $5.0M
Retirement Systems of Alabama 0.02% Add +0.1% 61,785 $5.0M
Axiom Investors LLC 0.05% Reduce -49.1% 60,333 $4.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.5% 56,909 $4.6M
MetLife Investment Management, LLC 0.02% Reduce -3.0% 56,558 $4.6M
Mirova 0.82% No change 56,377 $4.6M
ExodusPoint Capital Management, LP 0.06% New 56,034 $4.5M
Citadel Advisors 0.00% Reduce -28.3% 55,709 $4.5M
Bridge City Capital, LLC 1.30% Add +0.5% 53,545 $4.3M
Van Eck Associates Corp. 0.01% Add +10.8% 53,279 $4.3M
BNP Paribas Financial Markets 0.00% Add +177.4% 51,369 $4.2M
Citigroup Inc. 0.00% Reduce -7.7% 50,251 $4.1M
Janney Montgomery Scott LLC 0.01% Reduce -4.1% 48,766 $4.0M
Asset Management One Co., Ltd. 0.01% Reduce -19.6% 47,761 $3.9M
California State Teachers Retirement System 0.00% Reduce -1.1% 46,887 $3.8M
Dark Forest Capital Management LP 0.17% Add +418.5% 45,611 $3.7M
EFG Asset Management (Americas) Corp. 0.75% Reduce -0.6% 45,552 $3.7M
New York State Teachers Retirement System 0.01% No change 42,795 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -10.4% 36,634 $3.0M
T. Rowe Price Associates Inc. 0.00% Add +13.4% 36,346 $2.9M
NewEdge Wealth, LLC 0.05% Add +12.8% 34,318 $2.8M
Engineers Gate Manager LP 0.05% New 33,323 $2.7M
Townsquare Capital LLC 0.03% Add +12.2% 32,591 $2.6M
AlphaQuest LLC 0.28% Add +493.9% 32,000 $2.6M
Occudo Quantitative Strategies LP 0.34% Add +317.9% 31,041 $2.6M
Ontario Teachers Pension Plan Board 0.04% Add +1.2% 31,096 $2.5M
Natixis Advisors, LLC 0.00% Reduce -2.0% 30,578 $2.5M
Robeco Schweiz AG 0.06% Add +306.7% 30,500 $2.5M
Victory Capital Management Inc. 0.00% Add +3.2% 30,376 $2.5M
Oppenheimer Asset Management Inc. 0.03% Reduce -1.9% 29,970 $2.4M
Intech Investment Management LLC 0.02% Add +13.2% 29,412 $2.4M
Tudor Investment Corporation 0.02% Reduce -57.3% 27,729 $2.2M
Gsa Capital Partners LLP 0.20% New 26,778 $2.2M
Schonfeld Strategic Advisors LLC 0.01% Add +927.5% 26,714 $2.2M
American Century Companies Inc. 0.00% Reduce -6.3% 26,286 $2.1M
Mutual of America Capital Management LLC 0.02% Reduce -2.6% 26,127 $2.1M
New York State Common Retirement Fund 0.00% No change 25,916 $2.1M
Magnetar Financial LLC 0.03% New 24,373 $2.0M
Janus Henderson Group PLC 0.00% No change 23,697 $1.9M
Atria Investments, Inc 0.02% Add +3.7% 23,470 $1.9M
Campbell & CO Investment Adviser LLC 0.14% Add +28.0% 22,833 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +3.1% 22,818 $1.8M
Amalgamated Bank 0.02% Reduce -2.5% 22,659 $1.8M
Two Sigma Investments, LP 0.00% Add +449.8% 22,598 $1.8M
Verition Fund Management LLC 0.01% Add +36.6% 20,901 $1.7M
Creative Planning 0.00% Add +10.0% 20,450 $1.7M
Arkadios Wealth Advisors 0.06% Reduce -4.0% 20,113 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +6.2% 20,062 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -7.2% 19,527 $1.6M
Sanctuary Advisors, LLC 0.01% Reduce -6.4% 18,918 $1.5M
Saturna Capital Corp. 0.02% Add +151.7% 18,611 $1.5M
KLP Kapitalforvaltning As 0.01% Reduce -3.8% 17,600 $1.4M
Yousif Capital Management, LLC 0.02% Reduce -2.8% 17,445 $1.4M
Public Employees Retirement System of Ohio 0.01% Reduce -26.0% 17,406 $1.4M
Sandler Capital Management 0.45% Reduce -50.9% 17,109 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 16,920 $1.4M
Russell Investments Group, Ltd. 0.00% Add +8.0% 16,854 $1.4M
Captrust Financial Advisors 0.00% Reduce -19.0% 16,714 $1.4M
Parallel Advisors, LLC 0.03% Reduce -1.6% 16,595 $1.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 16,110 $1.3M
Capital Fund Management S.A. 0.02% New 15,858 $1.3M
Mariner, LLC 0.00% Reduce -6.1% 15,840 $1.3M
Cerity Partners LLC 0.00% Reduce -20.8% 15,815 $1.3M
Alberta Investment Management Corp 0.01% New 15,400 $1.2M
Sterling Capital Management LLC 0.02% Reduce -22.1% 15,312 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.3% 15,102 $1.2M
Holocene Advisors, LP 0.00% New 14,992 $1.2M
Arizona State Retirement System 0.01% Reduce -1.1% 14,555 $1.2M
&partners 0.01% Add +13.9% 14,347 $1.2M
State Board of Administration of Florida Retirement System 0.00% No change 14,409 $1.2M
TD Private Client Wealth LLC 0.03% Reduce -5.7% 14,236 $1.2M
Louisiana State Employees Retirement System 0.02% Add +0.7% 14,200 $1.2M
Voya Investment Management LLC 0.00% Reduce -10.7% 13,579 $1.1M
Headlands Technologies LLC 0.12% New 13,377 $1.1M
Ensign Peak Advisors, Inc 0.00% No change 13,234 $1.1M
WINTON GROUP Ltd 0.07% Add +14.1% 13,224 $1.1M
Jefferies Financial Group Inc. 0.02% New 13,214 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 13,208 $1.1M
Jump Financial, LLC 0.02% New 13,188 $1.1M
Handelsbanken Fonder AB 0.00% No change 12,900 $1.0M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -22.8% 12,412 $1.0M
Laurus Global Equity Management Inc. 0.67% Reduce -57.0% 12,355 $1.0M
State of Michigan Retirement System 0.01% Add +1.7% 12,200 $989K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.2% 12,135 $984K
Thrivent Financial for Lutherans 0.00% Reduce -0.3% 11,999 $973K
Glenmede Trust Co. NA 0.01% Reduce -8.2% 11,900 $965K
OMERS ADMINISTRATION Corp 0.01% New 11,700 $948K
State of Tennessee, Department of Treasury 0.00% No change 11,413 $925K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 11,288 $915K
Aster Capital Management (DIFC) Ltd 0.17% New 10,790 $913K
Cibc World Markets Corp. 0.01% Add +137.1% 11,216 $909K
Nebula Research & Development LLC 0.08% New 10,948 $887K
Legato Capital Management LLC 0.12% Reduce -1.3% 10,784 $874K
Police & Firemen's Retirement System of New Jersey 0.01% No change 10,765 $873K
PNC Financial Services Group, Inc. 0.00% Reduce -3.0% 10,624 $861K
Oregon Public Employees Retirement Fund 0.02% No change 10,325 $837K
New Mexico Educational Retirement Board 0.03% No change 10,300 $835K
HSBC Holdings PLC 0.00% Reduce -59.9% 10,222 $830K
Aigen Investment Management, LP 0.13% New 10,182 $825K
Cetera Investment Advisers 0.00% Add +12.5% 10,015 $812K
MML Investors Services, LLC 0.00% Add +30.4% 9,934 $805K
US Bancorp \de 0.00% Reduce -11.1% 9,898 $803K
Los Angeles Capital Management LLC 0.00% Reduce -24.7% 9,454 $766K
Argent Capital Management LLC 0.02% Reduce -67.7% 9,148 $742K
O'shaughnessy Asset Management, LLC 0.01% Add +112.3% 9,061 $734K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -22.4% 8,767 $711K
Bank of Montreal 0.00% Reduce -2.8% 8,503 $689K
Cwm, LLC 0.00% Reduce -8.7% 8,383 $680K
Orion Porfolio Solutions, LLC 0.01% Add +4.7% 8,306 $673K
Orion Portfolio Solutions, LLC 0.01% Add +4.7% 8,306 $673K
FMR LLC 0.00% Reduce -15.8% 8,301 $673K
Cynosure Group, LLC 0.09% Add +28.0% 8,212 $666K
SG Americas Securities, LLC 0.00% New 8,209 $665K
Nicolet Advisory Services, LLC 0.07% Add +14.8% 8,345 $659K
Centiva Capital, LP 0.04% New 7,944 $644K
Caxton Associates LLP 0.02% — 7,820 $634K
Semanteon Capital Management, LP 0.33% New 7,529 $610K
Malaga Cove Capital, LLC 0.26% Add +40.9% 7,505 $608K
Point72 Asset Management 0.00% New 7,500 $608K
Aviva PLC 0.00% Add +16.2% 7,388 $599K
Xponance LLC 0.01% Add +1.1% 7,228 $586K
Pictet Asset Management Holding SA 0.00% Add +5.7% 7,209 $584K
Aviance Capital Partners, LLC 0.08% No change 7,000 $567K
Fifth Third Bancorp 0.00% Add +14.4% 6,835 $554K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 6,796 $551K
Entropy Technologies, LP 0.05% New 6,745 $547K
Huntington National Bank 0.01% Reduce -8.3% 6,717 $544K
Mitchell & Pahl Private Wealth, LLC 0.25% Add +2.5% 6,709 $544K
Baker Ellis Asset Management LLC 0.08% No change 6,575 $533K
Integrated Wealth Concepts LLC 0.01% Reduce -0.2% 6,472 $525K
Trust Point Inc. 0.05% Reduce -42.6% 6,382 $517K
Walleye Capital LLC 0.01% Add +161.3% 6,159 $499K
Petrus Trust Company, LTA 0.05% No change 6,150 $499K
Algert Global LLC 0.01% Reduce -46.8% 6,146 $498K
Osaic Holdings, Inc. 0.00% Add +273.7% 6,128 $497K
State of Alaska, Department of Revenue 0.01% Add +2.7% 5,946 $481K
Gibbs Wealth Management 0.11% Add +26.3% 5,860 $475K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.7% 5,836 $473K
Empirical Asset Management, LLC 0.16% Add +122.2% 5,827 $472K
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.3% 5,768 $466K
EntryPoint Capital, LLC 0.21% New 5,643 $457K
LVW Advisors, LLC 0.05% Add +1.1% 5,608 $455K
Allianz Asset Management GmbH 0.00% New 5,600 $454K
Park Avenue Securities LLC 0.01% Reduce -1.3% 5,566 $451K
Martin Currie Ltd. 0.02% New 5,550 $450K
CenterBook Partners LP 0.03% New 5,536 $449K
State of Wisconsin Investment Board 0.00% Add +11.0% 5,267 $427K
Prudential Financial Inc. 0.00% Add +3.5% 5,223 $423K
Bayforest Capital Ltd 0.18% New 5,149 $417K
Brown Advisory Inc. 0.00% Reduce -0.8% 5,100 $413K
111 Capital 0.08% New 4,994 $405K
Federated Hermes, Inc. 0.00% Reduce -26.0% 4,807 $390K
Certified Advisory Corp 0.04% No change 4,723 $383K
HighTower Advisors, LLC 0.00% Reduce -26.7% 4,720 $383K
AssuredPartners Investment Advisors, LLC 0.07% Add +9.2% 4,677 $379K
Impact Capital Partners LLC 0.14% Add +10.0% 4,677 $379K
BetterWealth, LLC 0.11% No change 4,666 $378K
Procyon Advisors, LLC 0.02% New 4,569 $370K
Lido Advisors, LLC 0.00% New 4,421 $358K
Inspire Investing, LLC 0.04% Reduce -6.0% 4,226 $343K
Inceptionr LLC 0.10% New 4,175 $338K
Capital Investment Counsel, Inc 0.05% No change 4,050 $328K
Regions Financial Corp. 0.00% Reduce -3.4% 3,939 $319K
STRS Ohio 0.00% Reduce -71.3% 3,900 $316K
Franklin Resources Inc. 0.00% Add +5.0% 3,897 $316K
CIBC Private Wealth Group LLC 0.00% Reduce -5.7% 4,165 $315K
Hardy Reed LLC 0.03% Add +5.5% 3,850 $312K
Securian Asset Management, Inc. 0.01% No change 3,806 $309K
Summitry LLC 0.02% Add +22.0% 3,803 $308K
Caprock Group, LLC 0.01% Add +1.2% 3,758 $305K
State of Wyoming 0.04% Add +10.3% 3,583 $290K
Wealth Alliance, LLC 0.04% Add +2.1% 3,576 $290K
Gotham Asset Management 0.00% Add +21.2% 3,541 $287K
Stephens Inc. 0.00% New 3,498 $284K
Heritage Family Offices, LLP 0.14% Add +11.2% 3,472 $281K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.1% 3,456 $280K
Net Worth Advisory Group 0.09% Reduce -3.8% 3,392 $275K
Isthmus Partners, LLC 0.03% No change 3,390 $275K
Quantinno Capital Management LP 0.00% New 3,382 $274K
Brevan Howard Capital Management LP 0.01% New 3,351 $272K
Lindenwold Advisors, INC 0.15% Reduce -11.4% 3,331 $270K
United Services Automobile Association 0.01% New 3,282 $270K
Farther Finance Advisors, LLC 0.01% Add +29.9% 3,274 $265K
Point72 (DIFC) Ltd 0.03% New 3,256 $264K
Commonwealth Equity Services, LLC 0.00% Reduce -2.1% 3,172 $257K
EverSource Wealth Advisors, LLC 0.01% Add +7.8% 3,133 $254K
US Asset Management LLC 0.24% No change 3,124 $253K
QRG Capital Management, Inc. 0.00% Reduce -6.1% 3,115 $253K
Marco Investment Management LLC 0.02% No change 3,075 $249K
Mackenzie Financial Corp. 0.00% No change 3,054 $248K
Corient Private Wealth LP 0.00% Reduce -41.0% 3,052 $247K
XTX Topco Ltd 0.01% New 3,049 $247K
Fiduciary Trust Co 0.00% New 3,012 $244K
Jain Global LLC 0.01% New 3,000 $243K
Portside Wealth Group, LLC 0.04% Add +6.0% 2,993 $243K
Point72 Asia (Singapore) Pte. Ltd. 0.06% New 2,937 $238K
New Age Alpha Advisors, LLC 0.01% Reduce -45.7% 2,931 $238K
Numerai GP LLC 0.04% New 2,921 $237K
Advisor OS, LLC 0.03% Reduce -8.5% 2,841 $230K
HighPoint Advisor Group LLC 0.01% Add +2.4% 2,874 $227K
Intellectus Partners, LLC 0.05% No change 2,705 $219K
Coldstream Capital Management Inc. 0.00% Reduce -51.9% 2,672 $217K
Quadrant Capital Group LLC 0.01% Add +575.6% 2,574 $209K
Venturi Wealth Management, LLC 0.01% Add +0.5% 2,543 $206K
Everhart Financial Group, Inc. 0.03% New 2,529 $205K
DAVENPORT & Co LLC 0.00% New 2,523 $205K
Argent Trust Co 0.01% New 2,480 $201K
Everpar Advisors LLC 0.11% Reduce -14.6% 2,479 $201K
KBC Group NV 0.00% No change 2,274 $184K
Redwood Park Advisors LLC 0.15% No change 2,258 $183K
Tower Research Capital LLC (TRC) 0.01% Reduce -36.9% 2,222 $180K
Covestor Ltd 0.10% Add +43.7% 1,785 $145K
Parkside Financial Bank & Trust 0.02% Add +9.6% 1,744 $141K
Mather Group, Llc. 0.00% No change 1,512 $123K
Nisa Investment Advisors, LLC 0.00% Add +8.2% 1,405 $114K
Canada Pension Plan Investment Board 0.00% No change 1,300 $105K
Caitong International Asset Management Co., Ltd 0.07% Add +8092.9% 1,147 $93K
Clearstead Advisors, LLC 0.00% Reduce -67.1% 1,035 $84K
SVB Wealth LLC 0.00% New 987 $80K
Harbor Investment Advisory, LLC 0.01% No change 970 $79K
LRI Investments, LLC 0.01% Reduce -37.9% 907 $74K
Principal Securities, Inc. 0.00% No change 733 $65K
Signaturefd, LLC 0.00% Reduce -1.2% 715 $58K
Lindbrook Capital, LLC 0.01% Add +1263.5% 709 $57K
Brown Brothers Harriman & Co. 0.00% Add +25.0% 696 $56K
Bessemer Group Inc. 0.00% Add +103.3% 681 $55K
Johnson Financial Group, Inc. 0.00% No change 640 $52K
UMB Bank, n.a. 0.00% Add +859.1% 633 $51K
Park Place Capital Corp 0.01% Reduce -19.2% 610 $49K
Anchor Investment Management, LLC 0.00% No change 555 $45K
Optiver Holding B.V. 0.00% New 528 $43K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.8% 507 $41K
Trust Co. of Vermont 0.00% No change 505 $41K
Arax Advisory Partners 0.00% Reduce -8.9% 502 $41K
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 498 $40K
Winnacle Wealth LLC 0.04% No change 484 $39K
CI Investments Inc. 0.00% Add +3.6% 486 $39K
Versant Capital Management, Inc 0.01% Add +35.7% 452 $37K
Quarry LP 0.01% Reduce -28.6% 440 $36K
NewEdge Advisors, LLC 0.00% Reduce -0.5% 433 $35K
GAMMA Investing LLC 0.00% Add +0.7% 408 $33K
Brooklyn Investment Group 0.01% Add +10200.0% 309 $25K
Smartleaf Asset Management LLC 0.00% Add +132.3% 295 $24K
Spire Wealth Management 0.00% Reduce -10.2% 292 $24K
HM Payson & Co. 0.00% New 290 $24K
Atala Financial Inc 0.02% No change 284 $23K
Private Trust Co. NA 0.00% Reduce -5.8% 262 $21K
First Horizon Advisors, Inc. 0.00% Reduce -13.2% 249 $20K
Jones Financial Companies LLLP 0.00% Add +3.1% 229 $19K
Bell Investment Advisors, Inc 0.00% No change 230 $19K
Westside Investment Management, Inc. 0.00% No change 227 $18K
Geneos Wealth Management Inc. 0.00% Add +278.0% 223 $18K
Rise Advisors, LLC 0.01% Reduce -27.9% 214 $17K
Hemington Wealth Management 0.00% Add +7.3% 191 $15K
City Holding Co. 0.00% New 174 $14K
Hantz Financial Services, Inc. 0.00% New 171 $14K
West Branch Capital LLC 0.00% No change 170 $14K
Vega Investment Solutions 0.00% New 155 $13K
Ostrum Asset Management 0.00% Reduce -87.9% 155 $13K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -77.2% 155 $13K
Federation des caisses Desjardins du Quebec 0.00% No change 138 $11K
MAI Capital Management 0.00% Add +17.5% 121 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 120 $10K
Blue Trust, Inc. 0.00% No change 111 $9K
Addison Advisors LLC 0.00% New 109 $9K
Wilmington Savings Fund Society, FSB 0.00% Reduce -13.7% 101 $8K
Danske Bank A/S 0.00% No change 100 $8K
Rothschild Investment LLC 0.00% Add +112.5% 85 $7K
Private Wealth Management Group, LLC 0.00% Reduce -10.6% 84 $7K
Leonteq Securities AG 0.00% Reduce -6.7% 83 $7K
IFP Advisors, Inc 0.00% Add +200.0% 78 $6K
Harbor Capital Advisors, Inc. 0.00% New 71 $6K
WPG Advisers, LLC 0.01% Add +37.0% 74 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 67 $5K
AdvisorNet Financial, Inc 0.00% No change 48 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +31.3% 42 $3K
Financial Network Wealth Advisors LLC 0.00% Add +135.3% 40 $3K
Beacon Capital Management, LLC 0.00% No change 39 $3K
Farmers & Merchants Investments Inc. 0.00% Add +85.7% 39 $3K
Larson Financial Group LLC 0.00% New 38 $3K
ESL Trust Services, LLC 0.00% No change 37 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 34 $3K
Colonial Trust Co / SC 0.00% No change 34 $3K
Wolff Wiese Magana LLC 0.00% New 33 $3K
Allworth Financial LP 0.00% Reduce -86.1% 33 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 32 $3K
Manchester Capital Management LLC 0.00% Add +19.2% 31 $3K
Grove Bank & Trust 0.00% Add +3000.0% 31 $3K
NFSG Corp 0.00% No change 24 $2K
CVA Family Office, LLC 0.00% No change 23 $2K
CoreCap Advisors, LLC 0.00% Reduce -4.3% 22 $2K
WealthCollab, LLC 0.00% No change 19 $2K
SBI Securities Co., Ltd. 0.00% No change 18 $1K
Hexagon Capital Partners LLC 0.00% Reduce -94.2% 17 $1K
Stephens Consulting, LLC 0.00% New 15 $1K
Kestra Investment Management, LLC 0.00% New 15 $1K
JFS Wealth Advisors, LLC 0.00% Reduce -39.1% 14 $1K
Fortitude Family Office, LLC 0.00% Reduce -65.7% 12 $973
Provenance Wealth Advisors, LLC 0.00% No change 12 $973
Physician Wealth Advisors, Inc. 0.00% New 10 $811
Amundi 0.00% New 10 $785
True Wealth Design, LLC 0.00% New 6 $487
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $487
Whipplewood Advisors, LLC 0.00% Add +5333.3% 326 $486
Hughes Financial Services, LLC 0.00% New 6 $485
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 4 $325
Global Financial Private Client, LLC 0.00% Reduce -95.9% 4 $324
Harbour Investments, Inc. 0.00% No change 3 $243
Assetmark, Inc. 0.00% No change 2 $162
HFM Investment Advisors, LLC 0.00% — 1 $82
Parkworth Wealth Management, Inc. 0.00% No change 1 $81
Bay Harbor Wealth Management, LLC 0.00% New 1 $81
McClarren Financial Advisors, Inc. 0.00% New 1 $0

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