HDFC Bank Ltd.-ADRHDB
13F holders, Q2 2024 (June 30)572holders +6
62new positions
59sold out
12famous investors
$64.31avg. 13F price*
At the end of Q2 2024, 572 institutions reported holding HDFC Bank Ltd.-ADR (HDB) in their 13F filings, up 6 from Q1 2024. 62 opened new positions and 59 sold out. The largest holders were Morgan Stanley ($1.1B), FIL Ltd ($899.1M) and JPMorgan Chase & Co. ($839.3M). 12 famous investors held it, including Daniel Sundheim (3.7% of D1 Capital Partners's portfolio), Andreas Halvorsen (2.2% of Viking Global Investors's portfolio) and Paul Singer (0.4% of Elliott Investment Management's portfolio).
- Company
- HDFC Bank Ltd.-ADR
- CUSIP
- 40415F101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $488.4M |
| Exits | 59 | $142.4M |
All 13F filers, Q1 2024 → Q2 2024: 33,813,184 shares bought and 30,123,957 shares sold, net +3,689,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 572 holders
| Morgan Stanley | 0.08% | Reduce -1.4% | 16,840,989 | $1.1B |
| FIL Ltd | 0.89% | Reduce -8.1% | 13,976,122 | $899.1M |
| JPMorgan Chase & Co. | 0.07% | Reduce -5.3% | 13,047,293 | $839.3M |
| Baillie Gifford & Co. | 0.58% | Add +2.3% | 11,533,215 | $741.9M |
| Harding Loevner LP | 3.18% | Reduce -3.0% | 8,945,517 | $575.4M |
| Viking Global Investors | 2.17% | Add +47.7% | 8,756,864 | $563.3M |
| Sustainable Growth Advisers, LP | 2.43% | Reduce -3.2% | 8,543,287 | $549.6M |
| Temasek Holdings (Private) Ltd | 2.46% | No change | 8,234,777 | $529.7M |
| Fiera Capital Corp | 1.29% | Reduce -6.1% | 6,444,564 | $414.6M |
| Franklin Resources Inc. | 0.12% | Add +28.1% | 6,242,948 | $401.6M |
| Capital World Investors | 0.06% | Add +48.0% | 6,104,238 | $392.7M |
| FMR LLC | 0.02% | Add +6.5% | 5,764,614 | $370.8M |
| Invesco Ltd. | 0.07% | Add +1.4% | 4,980,409 | $320.4M |
| Wellington Management Group LLP | 0.06% | Add +6.2% | 4,961,078 | $319.1M |
| Lazard Asset Management LLC | 0.42% | Reduce -1.1% | 4,794,335 | $308.4M |
| Massachusetts Financial Services Co. | 0.09% | Add +11.3% | 4,791,134 | $308.2M |
| Bank of America Corp. | 0.03% | Add +21.9% | 4,721,281 | $303.7M |
| Impax Asset Management Group plc | 1.18% | Reduce -29.2% | 4,535,334 | $291.0M |
| Brown Advisory Inc. | 0.38% | Add +1.5% | 4,466,159 | $287.3M |
| C WorldWide Group Holding A/S | 2.96% | Add +8.3% | 4,258,721 | $274.0M |
| Royal Bank of Canada | 0.06% | Add +18.0% | 3,985,550 | $256.4M |
| Schroder Investment Management Group | 0.28% | Reduce -2.8% | 3,955,192 | $254.4M |
| Fisher Asset Management | 0.10% | Reduce -3.3% | 3,629,983 | $233.5M |
| Trinity Street Asset Management LLP | 20.02% | Reduce -1.4% | 3,527,200 | $226.9M |
| D1 Capital Partners | 3.72% | Reduce -41.2% | 3,431,998 | $220.8M |
| Martin Currie Ltd. | 7.60% | Reduce -3.2% | 3,292,388 | $211.8M |
| Ameriprise Financial Inc. | 0.06% | Reduce -41.0% | 3,191,991 | $205.8M |
| Deutsche Bank AG | 0.09% | Reduce -3.8% | 2,996,353 | $192.8M |
| Altrinsic Global Advisors LLC | 8.49% | Reduce -3.8% | 2,958,211 | $190.3M |
| Sands Capital Management, LLC | 0.56% | Add +21.4% | 2,954,101 | $190.0M |
| Millennium Management | 0.16% | Add +18.1% | 2,864,145 | $184.3M |
| Hardman Johnston Global Advisors LLC | 7.01% | Add +34.6% | 2,817,262 | $181.2M |
| PineStone Asset Management Inc. | 1.90% | Add +34.1% | 2,785,609 | $179.2M |
| Capital Research Global Investors | 0.04% | Reduce -13.0% | 2,685,541 | $172.8M |
| Vontobel Holding Ltd. | 0.56% | Add +559.5% | 2,668,966 | $171.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.0% | 2,607,949 | $167.8M |
| Russell Investments Group, Ltd. | 0.27% | Reduce -15.6% | 2,600,481 | $167.4M |
| Manning & Napier Advisors LLC | 1.88% | — | 2,591,465 | $166.7M |
| BlackRock Inc. | 0.00% | Add +9.3% | 2,583,772 | $166.2M |
| William Blair Investment Management, LLC | 0.42% | Add +3.7% | 2,502,917 | $161.0M |
| T. Rowe Price Associates Inc. | 0.02% | Add +13.2% | 2,489,214 | $160.1M |
| Allspring Global Investments Holdings, LLC | 0.26% | Add +4.0% | 2,481,311 | $159.6M |
| Northcape Capital Pty Ltd | 22.91% | Add +12.3% | 2,395,533 | $154.1M |
| Dodge & Cox | 0.09% | Add +14.3% | 2,364,300 | $152.1M |
| Aikya Investment Management Ltd | 42.70% | Add +19.6% | 2,299,249 | $147.9M |
| Royal London Asset Management Ltd. | 0.37% | Reduce -3.2% | 2,260,837 | $145.4M |
| Barclays PLC | 0.07% | Add +0.5% | 2,198,078 | $141.4M |
| American Century Companies Inc. | 0.09% | Reduce -0.3% | 2,185,737 | $140.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.42% | Add +130.2% | 2,185,500 | $140.6M |
| TrinityBridge Ltd | 4.71% | Add +0.0% | 2,153,633 | $138.6M |
| Nuveen Asset Management, LLC | 0.04% | Add +1.0% | 2,021,279 | $130.0M |
| HSBC Holdings PLC | 0.08% | Add +0.9% | 1,822,060 | $119.5M |
| Natixis Advisors, LLC | 0.26% | Add +13.4% | 1,853,128 | $119.2M |
| Artisan Partners Limited Partnership | 0.17% | Reduce -14.8% | 1,783,199 | $114.7M |
| Intermede Investment Partners Ltd | 2.42% | Reduce -24.0% | 1,781,058 | $114.6M |
| CCLA Investment Management | 1.75% | Add +1.1% | 1,767,723 | $113.8M |
| LMR Partners LLP | 3.09% | Reduce -7.1% | 1,751,641 | $112.7M |
| UBS Group AG | 0.03% | Reduce -7.6% | 1,705,311 | $109.7M |
| Charles-Lim Capital Ltd | 26.44% | Reduce -8.2% | 1,675,000 | $107.8M |
| Sei Investments Co. | 0.15% | Add +6.7% | 1,673,460 | $107.7M |
| JARISLOWSKY, FRASER Ltd | 0.64% | Add +0.5% | 1,648,305 | $106.0M |
| Bessemer Group Inc. | 0.19% | Add +28.8% | 1,643,055 | $105.7M |
| TT International Asset Management LTD | 12.92% | Add +149.8% | 1,607,092 | $103.4M |
| Mawer Investment Management Ltd. | 0.47% | Reduce -1.5% | 1,559,320 | $100.3M |
| Two Creeks Capital Management, LP | 6.19% | Reduce -47.3% | 1,548,101 | $99.6M |
| TPG GP A, LLC | 1.49% | New | 1,486,657 | $95.6M |
| Clearbridge Investments, LLC | 0.08% | Add +141.2% | 1,457,755 | $93.8M |
| 1832 Asset Management L.P. | 0.16% | Reduce -0.1% | 1,341,998 | $86.3M |
| Indus Capital Partners, LLC | 51.70% | Reduce -0.1% | 1,312,758 | $84.4M |
| Allianz Asset Management GmbH | 0.13% | Reduce -4.6% | 1,279,793 | $82.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +25.6% | 1,272,932 | $81.9M |
| M&G PLC | 0.55% | Reduce -2.9% | 1,254,300 | $80.3M |
| Ninety One UK Ltd | 0.22% | Reduce -6.3% | 1,231,819 | $79.2M |
| Earnest Partners LLC | 0.36% | Reduce -3.1% | 1,209,944 | $77.8M |
| Mondrian Investment Partners LTD | 1.14% | Add +74.9% | 1,232,670 | $74.0M |
| ARGA Investment Management, LP | 2.59% | Add +1.9% | 1,146,421 | $73.7M |
| CIBC Private Wealth Group LLC | 0.14% | Add +24.4% | 1,169,395 | $72.4M |
| Eminence Capital, LP | 1.10% | New | 1,062,337 | $68.3M |
| Perpetual Ltd | 0.72% | Reduce -14.4% | 1,025,164 | $65.9M |
| Baird Financial Group, Inc. | 0.14% | Add +4.5% | 1,011,745 | $65.1M |
| Flossbach Von Storch SE | 0.27% | Reduce -4.2% | 994,645 | $64.0M |
| Janus Henderson Group PLC | 0.03% | Reduce -3.6% | 987,467 | $63.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.4% | 957,693 | $61.6M |
| State of New Jersey Common Pension Fund D | 0.27% | Reduce -34.2% | 954,323 | $61.4M |
| Citigroup Inc. | 0.06% | Add +9.8% | 944,271 | $60.7M |
| Mackenzie Financial Corp. | 0.09% | Add +0.2% | 924,809 | $59.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.7% | 892,930 | $57.4M |
| Formuepleje A/S | 3.16% | Reduce -8.6% | 890,194 | $57.3M |
| D. E. Shaw & Co. | 0.09% | New | 885,450 | $57.0M |
| Polen Capital Management LLC | 0.14% | Add +20.1% | 853,428 | $54.9M |
| Public Employees Retirement Association of Colorado | 0.22% | No change | 829,620 | $53.4M |
| Hudson Edge Investment Partners Inc. | 9.85% | New | 792,800 | $51.0M |
| Thornburg Investment Management Inc. | 0.70% | Add +45.7% | 772,925 | $49.5M |
| OMERS ADMINISTRATION Corp | 0.46% | No change | 737,018 | $47.4M |
| Aspex Management (HK) Ltd | 1.00% | Add +81.4% | 726,915 | $46.8M |
| Keystone Investors Pte Ltd. | 3.77% | Reduce -21.2% | 696,253 | $44.8M |
| GQG Partners LLC | 0.06% | New | 640,558 | $41.2M |
| Orbis Allan Gray Ltd | 0.26% | Add +47.4% | 639,726 | $41.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.10% | Reduce -20.9% | 637,172 | $41.0M |
| Elliott Investment Management | 0.41% | Add +14.1% | 633,724 | $40.8M |
| NINE MASTS CAPITAL Ltd | 17.66% | Add +182.0% | 609,974 | $39.2M |
| Canada Pension Plan Investment Board | 0.04% | New | 590,800 | $38.0M |
| Marathon Asset Management Ltd | 1.18% | Reduce -70.6% | 584,293 | $37.6M |
| Raymond James & Associates | 0.02% | Add +17.5% | 573,144 | $36.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.04% | New | 560,027 | $36.0M |
| Kontiki Capital Management (HK) Ltd. | 3.32% | New | 520,000 | $33.5M |
| Susquehanna International Group Ltd. | 8.27% | Reduce -15.6% | 512,836 | $33.0M |
| Robeco Institutional Asset Management B.V. | 0.07% | Add +73.4% | 509,000 | $32.7M |
| Capstone Investment Advisors, LLC | 1.47% | Reduce -74.7% | 505,124 | $32.5M |
| PGGM Investments | 0.45% | No change | 493,024 | $31.7M |
| Northern Trust Corp. | 0.01% | Add +7.2% | 473,714 | $30.5M |
| Wilkinson Global Asset Management LLC | 1.85% | Reduce -5.9% | 459,214 | $29.5M |
| State Street Corp. | 0.00% | Add +1006.3% | 443,613 | $28.5M |
| Boston Common Asset Management, LLC | 0.73% | Reduce -29.0% | 442,329 | $28.5M |
| Meitav Investment House Ltd. | 0.50% | No change | 435,000 | $28.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Reduce -0.6% | 422,861 | $27.4M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 419,101 | $27.0M |
| Solel Partners LP | 4.51% | No change | 416,400 | $26.8M |
| Nordea Investment Management AB | 0.03% | Add +38.5% | 410,697 | $26.4M |
| Dundas Partners LLP | 2.03% | Add +18.8% | 406,972 | $26.2M |
| Westwood Global Investments, LLC | 1.22% | No change | 380,367 | $24.5M |
| National Bank of Canada | 0.04% | Reduce -67.2% | 369,174 | $23.7M |
| Burgundy Asset Management Ltd. | 0.24% | Reduce -3.0% | 360,080 | $23.2M |
| Cooper Investors PTY Ltd. | 3.49% | Reduce -60.8% | 357,050 | $23.0M |
| Unisphere Establishment | 0.22% | Add +102.9% | 345,000 | $22.2M |
| Rheos Capital Works Inc. | 1.13% | Add +283.9% | 334,000 | $21.5M |
| Todd Asset Management LLC | 0.42% | Add +1.0% | 315,686 | $20.3M |
| DekaBank Deutsche Girozentrale | 0.04% | Reduce -5.5% | 304,787 | $20.1M |
| Pzena Investment Management LLC | 0.07% | Add +9.4% | 310,736 | $20.0M |
| Jupiter Asset Management Ltd. | 0.19% | Add +15.5% | 310,522 | $20.0M |
| Theleme Partners LLP | 0.96% | Add +42.6% | 301,000 | $19.4M |
| Aberdeen Group plc | 0.04% | Add +0.7% | 297,050 | $19.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.17% | Reduce -23.3% | 301,035 | $18.3M |
| Cabot Wealth Management Inc. | 2.40% | Reduce -0.7% | 285,109 | $18.3M |
| New Vernon Capital Holdings II LLC | 9.85% | Reduce -10.8% | 283,938 | $18.3M |
| Lancaster Investment Management | 11.22% | Add +38.3% | 267,000 | $17.2M |
| Gilder Gagnon Howe & Co. LLC | 0.21% | Add +10.5% | 257,829 | $16.6M |
| B. Metzler seel. Sohn & Co. AG | 0.16% | Reduce -5.8% | 257,681 | $16.6M |
| New York State Common Retirement Fund | 0.02% | Add +175.9% | 254,852 | $16.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +9.1% | 254,395 | $16.4M |
| GCM Grosvenor Holdings, LLC | 2.34% | No change | 248,241 | $16.0M |
| Manufacturers Life Insurance Company, The | 0.01% | No change | 247,260 | $15.9M |
| Breakout Capital Partners, LP | 19.00% | Reduce -13.0% | 244,840 | $15.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +612.3% | 243,980 | $15.7M |
| Foresight Global Investors, Inc. | 7.53% | Add +19.8% | 243,461 | $15.7M |
| Canoe Financial LP | 0.29% | No change | 279,398 | $15.6M |
| AEGON ASSET MANAGEMENT UK Plc | 0.22% | Add +1.8% | 240,709 | $15.5M |
| Federation des caisses Desjardins du Quebec | 0.08% | Reduce -5.1% | 240,640 | $15.5M |
| Rhumbline Advisers | 0.01% | Reduce -14.9% | 237,148 | $15.3M |
| Agf Management Ltd. | 0.08% | Add +61.5% | 235,208 | $15.1M |
| Grafton Street Partners Fund, LP | 12.67% | No change | 235,049 | $15.1M |
| Soapstone Management L.P. | 10.09% | Add +20.5% | 235,000 | $15.1M |
| Ovata Capital Management Ltd | 8.20% | Reduce -14.4% | 234,636 | $15.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.7% | 215,124 | $13.8M |
| Tokio Marine Asset Management Co. Ltd. | 0.66% | Reduce -3.4% | 213,100 | $13.7M |
| Coronation Fund Managers Ltd. | 0.79% | Reduce -54.7% | 213,060 | $13.7M |
| Nisa Investment Advisors, LLC | 0.09% | Add +7.3% | 211,913 | $13.6M |
| Rathbones Group PLC | 0.07% | Add +60.1% | 208,633 | $13.4M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +38.2% | 197,924 | $12.7M |
| Alberta Investment Management Corp | 0.14% | Reduce -49.0% | 197,117 | $12.7M |
| Oppenheimer Asset Management Inc. | 0.16% | Add +33.9% | 195,254 | $12.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.97% | Add +26.1% | 185,883 | $12.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -23.3% | 192,064 | $12.4M |
| Grandeur Peak Global Advisors, LLC | 0.97% | No change | 189,245 | $12.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -1.5% | 185,068 | $11.9M |
| Zevin Asset Management LLC | 1.93% | Add +0.0% | 184,884 | $11.9M |
| Van Eck Associates Corp. | 0.02% | Reduce -2.6% | 183,909 | $11.8M |
| Nicola Wealth Management LTD. | 1.05% | Add +94.2% | 134,000 | $11.8M |
| State of Michigan Retirement System | 0.06% | New | 181,000 | $11.6M |
| BNP Paribas | 0.58% | Add +2.4% | 178,281 | $11.5M |
| Teachers Retirement System of the State of Kentucky | 0.10% | No change | 176,420 | $11.3M |
| Amundi | 0.00% | Reduce -2.9% | 170,059 | $11.3M |
| Steadfast Capital Management LP | 0.26% | Add +27.4% | 172,000 | $11.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -52.2% | 171,834 | $11.1M |
| CIBC Asset Management Inc | 0.04% | Reduce -48.5% | 171,406 | $11.0M |
| Vanguard Group Inc. | 0.00% | Add +37.4% | 167,688 | $10.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.32% | Add +7.3% | 163,610 | $10.5M |
| Trillium Asset Management, LLC | 0.26% | Reduce -0.4% | 159,994 | $10.3M |
| Schonfeld Strategic Advisors LLC | 0.08% | Add +457.1% | 157,673 | $10.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -94.6% | 155,886 | $10.0M |
| Veritas Asset Management LLP | 0.08% | No change | 155,817 | $10.0M |
| Alliancebernstein L.P. | 0.00% | Add +31.1% | 154,195 | $9.9M |
| Jacobson & Schmitt Advisors, LLC | 2.21% | Add +7.0% | 151,304 | $9.7M |
| Jane Street Group, LLC | 0.01% | Add +106.7% | 151,055 | $9.7M |
| AXA S.A. | 0.03% | Reduce -16.3% | 150,422 | $9.7M |
| Firetrail Investments PTY Ltd. | 2.85% | New | 146,176 | $9.4M |
| Templeton & Phillips Capital Management, LLC | 8.30% | Add +4.6% | 145,368 | $9.4M |
| Comgest Global Investors S.A.S. | 0.13% | Reduce -2.5% | 143,054 | $9.2M |
| Deprince Race & Zollo Inc. | 0.20% | Add +56.3% | 139,612 | $9.0M |
| Motley Fool Wealth Management, LLC | 0.46% | Reduce -4.0% | 139,880 | $9.0M |
| MayTech Global Investments, LLC | 1.31% | Add +3.3% | 135,732 | $8.7M |
| Ninety One SA (Pty) Ltd | 1.28% | Reduce -14.8% | 128,734 | $8.3M |
| Genesis Investment Management, LLP | 1.58% | No change | 124,707 | $8.0M |
| Southeastern Asset Management Inc. | 0.34% | Reduce -1.1% | 123,075 | $7.9M |
| Mirabella Financial Services LLP | 0.65% | New | 118,850 | $7.6M |
| Causeway Capital Management LLC | 0.21% | Reduce -0.8% | 118,654 | $7.6M |
| Marietta Investment Partners LLC | 1.67% | Reduce -4.1% | 118,270 | $7.6M |
| United Capital Financial Advisors, LLC | 0.06% | Add +0.7% | 117,352 | $7.5M |
| Ramirez Asset Management, Inc. | 1.53% | Reduce -4.8% | 117,229 | $7.5M |
| KBC Group NV | 0.02% | New | 109,159 | $7.0M |
| Aperture Investors, LLC | 1.00% | Add +16.0% | 106,432 | $6.8M |
| Creative Planning | 0.01% | Add +82.8% | 103,785 | $6.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.7% | 103,139 | $6.6M |
| Employees Retirement System of Texas | 0.07% | No change | 102,820 | $6.6M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +18.5% | 102,289 | $6.6M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +18.5% | 102,289 | $6.6M |
| Janney Capital Management LLC | 0.46% | Reduce -0.8% | 101,718 | $6.5M |
| Zurich Insurance Group Ltd | 0.06% | Add +30.2% | 101,724 | $6.5M |
| US Bancorp \de | 0.01% | Add +23.2% | 101,294 | $6.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +512.8% | 101,106 | $6.5M |
| Freemont Capital Pte Ltd | 15.03% | No change | 99,982 | $6.4M |
| Helios Capital Management Pte. Ltd. | 4.01% | No change | 95,700 | $6.2M |
| Eagle Global Advisors LLC | 0.31% | Add +2.4% | 92,310 | $5.9M |
| Dnca Finance | 0.52% | — | 91,100 | $5.9M |
| Madison Asset Management, LLC | 0.07% | Reduce -5.1% | 91,083 | $5.9M |
| Atom Investors LP | 0.57% | Add +1172.0% | 89,368 | $5.7M |
| Synovus Financial Corp. | 0.08% | Add +0.1% | 88,880 | $5.7M |
| LPL Financial LLC | 0.00% | Add +29.3% | 86,309 | $5.6M |
| Kornitzer Capital Management Inc. | 0.10% | Add +54.5% | 85,000 | $5.5M |
| Abn Amro Investment Solutions | 0.10% | Reduce -2.7% | 84,665 | $5.4M |
| E. Ohman J:or Asset Management AB | 0.13% | Reduce -4.0% | 84,000 | $5.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 82,900 | $5.3M |
| Ethic Inc. | 0.12% | Add +64.8% | 80,186 | $5.2M |
| Squarepoint Ops LLC | 0.02% | Reduce -78.1% | 78,702 | $5.1M |
| Stifel Financial Corp. | 0.01% | Reduce -5.8% | 78,512 | $5.1M |
| Clough Capital Partners L P | 0.54% | Reduce -0.9% | 77,260 | $5.0M |
| Macquarie Group Ltd. | 0.01% | New | 75,940 | $4.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.9% | 75,918 | $4.9M |
| Oaktree Fund Advisors, LLC | 4.62% | Add +18.8% | 75,870 | $4.9M |
| GUARDCAP ASSET MANAGEMENT Ltd | 0.07% | Reduce -2.7% | 75,270 | $4.8M |
| Pathstone Holdings, LLC | 0.02% | Add +53.7% | 74,170 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.09% | New | 72,903 | $4.7M |
| DSM Capital Partners LLC | 0.07% | Reduce -27.1% | 72,249 | $4.6M |
| Hantz Financial Services, Inc. | 0.09% | Add +30.9% | 70,014 | $4.5M |
| Azimuth Capital Investment Management LLC | 0.18% | Reduce -41.9% | 68,463 | $4.4M |
| TenCore Partners, LP | 1.69% | No change | 68,170 | $4.4M |
| Channel Wealth LLC | 1.57% | Add +28.4% | 67,524 | $4.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.02% | Add +21.5% | 67,301 | $4.3M |
| Fayez Sarofim & Co | 0.01% | Add +3.0% | 66,415 | $4.3M |
| SG Americas Securities, LLC | 0.03% | Reduce -36.9% | 66,351 | $4.3M |
| Crossmark Global Holdings, Inc. | 0.08% | Reduce -26.8% | 64,728 | $4.2M |
| Alps Advisors Inc. | 0.03% | No change | 62,825 | $4.0M |
| Greenfield Seitz Capital Management, LLC | 1.46% | Add +4.0% | 61,118 | $3.9M |
| Candriam S.C.A. | 0.02% | Add +57.9% | 60,000 | $3.9M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -72.0% | 59,572 | $3.8M |
| AQR Capital Management | 0.01% | Reduce -1.0% | 58,633 | $3.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +223.5% | 57,536 | $3.7M |
| Dalton Investments, Inc. | 2.10% | Add +97.6% | 57,500 | $3.7M |
| Timber Creek Capital Management LLC | 1.10% | Add +1.1% | 56,787 | $3.7M |
| NFJ Investment Group, LLC | 0.11% | Reduce -31.5% | 55,795 | $3.6M |
| Bank of Montreal | 0.00% | Reduce -22.5% | 54,867 | $3.6M |
| M&T Bank Corp | 0.01% | Add +137.2% | 55,192 | $3.6M |
| Brandes Investment Partners, LP | 0.04% | Add +11.4% | 54,527 | $3.5M |
| SPX Gestao de Recursos Ltda | 0.52% | Reduce -50.0% | 53,217 | $3.4M |
| Oaktree Capital Management | 0.06% | Add +100.3% | 52,478 | $3.4M |
| Townsquare Capital LLC | 0.05% | Add +103.5% | 52,329 | $3.4M |
| Deltec Asset Management LLC | 0.64% | Add +0.2% | 51,950 | $3.3M |
| WCM Investment Management, LLC | 0.01% | Add +0.0% | 50,989 | $3.3M |
| Cresset Asset Management, LLC | 0.01% | Add +9.0% | 51,349 | $3.3M |
| Profund Advisors LLC | 0.12% | Reduce -0.9% | 50,728 | $3.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +71.0% | 50,322 | $3.2M |
| Shelton Capital Management | 0.09% | Add +7.2% | 49,273 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.17% | New | 49,173 | $3.2M |
| Baron Capital (BAMCO) | 0.01% | Reduce -10.3% | 48,611 | $3.1M |
| Federated Hermes, Inc. | 0.01% | Add +71.3% | 48,348 | $3.1M |
| Maple-Brown Abbott Ltd | 0.33% | No change | 48,287 | $3.1M |
| Schwartz Investment Counsel Inc. | 0.11% | Add +2.1% | 48,150 | $3.1M |
| Capital Insight Partners, LLC | 0.58% | Reduce -4.0% | 47,848 | $3.1M |
| Loomis Sayles & Co. L P | 0.00% | Add +1.0% | 47,588 | $3.1M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +85.4% | 46,326 | $3.0M |
| La Financiere DE L'echiquier | 0.13% | New | 45,000 | $2.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Add +28.9% | 44,297 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Add +43.0% | 44,002 | $2.8M |
| Atria Investments, Inc | 0.04% | Add +29.5% | 43,992 | $2.8M |
| Banque Pictet & Cie SA | 0.03% | Reduce -3.0% | 43,565 | $2.8M |
| Nomura Holdings Inc. | 0.02% | Reduce -40.2% | 43,240 | $2.8M |
| Banque Cantonale Vaudoise | 0.11% | No change | 42,282 | $2.7M |
| Aviva PLC | 0.01% | Reduce -26.6% | 42,273 | $2.7M |
| Naviter Wealth, LLC | 0.41% | Add +26.1% | 41,877 | $2.7M |
| Cerity Partners LLC | 0.01% | Add +26.8% | 42,187 | $2.7M |
| Henry James International Management Inc. | 0.96% | Reduce -25.7% | 42,015 | $2.7M |
| Credit Agricole S A | 0.02% | Add +265.4% | 41,578 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -92.0% | 41,557 | $2.7M |
| Fifth Third Bancorp | 0.01% | Reduce -5.3% | 40,535 | $2.6M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.09% | Add +17.3% | 40,481 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.2% | 40,007 | $2.6M |
| Sarasin & Partners LLP | 0.02% | Reduce -95.1% | 38,606 | $2.5M |
| Matthews International Capital Management LLC | 0.55% | Reduce -36.9% | 38,331 | $2.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Reduce -24.1% | 37,724 | $2.4M |
| GAM Holding AG | 0.19% | No change | 38,000 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -8.3% | 37,774 | $2.4M |
| Longfellow Investment Management Co. LLC | 0.60% | No change | 37,208 | $2.4M |
| Legacy Wealth Asset Management, LLC | 0.67% | Add +5.8% | 37,051 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +6.7% | 36,991 | $2.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -63.0% | 35,906 | $2.3M |
| Mariner, LLC | 0.00% | Add +4.9% | 35,782 | $2.3M |
| TD Waterhouse Canada Inc. | 0.02% | Add +10.4% | 34,431 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +51.2% | 33,543 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +79.2% | 33,431 | $2.2M |
| Cibc World Market Inc. | 0.01% | Add +63.8% | 32,397 | $2.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +8.0% | 32,165 | $2.1M |
| Titan Global Capital Management USA LLC | 0.32% | Reduce -1.0% | 31,203 | $2.0M |
| Ninety One North America, Inc. | 0.10% | Reduce -0.2% | 31,087 | $2.0M |
| Vident Advisory, LLC | 0.06% | Reduce -0.3% | 30,980 | $2.0M |
| Quadrant Capital Group LLC | 0.14% | Add +30.9% | 29,622 | $1.9M |
| Bank of Nova Scotia | 0.00% | Reduce -15.9% | 29,413 | $1.9M |
| QRG Capital Management, Inc. | 0.02% | Add +8.5% | 29,395 | $1.9M |
| Signaturefd, LLC | 0.04% | Add +54.2% | 29,165 | $1.9M |
| XTX Topco Ltd | 0.16% | Add +449.8% | 29,057 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.7% | 28,711 | $1.8M |
| L & S Advisors Inc | 0.24% | New | 28,610 | $1.8M |
| River Global Investors LLP | 0.48% | Add +17.4% | 27,096 | $1.7M |
| Tobam | 0.27% | Reduce -47.8% | 26,892 | $1.7M |
| Danske Bank A/S | 0.01% | Reduce -97.9% | 26,072 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | — | 28,021 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Add +4.1% | 25,404 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Reduce -17.2% | 25,356 | $1.6M |
| WINTON GROUP Ltd | 0.11% | No change | 25,350 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +3.7% | 25,268 | $1.6M |
| Letko, Brosseau & Associates Inc. | 0.03% | Add +19.9% | 25,200 | $1.6M |
| First Trust Direct Indexing L.P. | 0.10% | Add +13.8% | 25,129 | $1.6M |
| HighVista Strategies LLC | 0.59% | Add +23.7% | 25,041 | $1.6M |
| Cloverfields Capital Group, LP | 0.53% | Add +1.1% | 24,612 | $1.6M |
| Stamos Capital Partners, L.P. | 0.33% | Add +10.2% | 24,460 | $1.6M |
| Northwest & Ethical Investments L.P. | 0.04% | No change | 23,973 | $1.5M |
| Naples Global Advisors, LLC | 0.15% | Add +23.9% | 23,039 | $1.5M |
| Bank Pictet & Cie (asia) Ltd. | 0.49% | Add +4.8% | 22,903 | $1.5M |
| Altman Advisors, Inc. | 0.82% | Add +2.1% | 22,477 | $1.4M |
| Eschler Asset Management LLP | 1.12% | Add +40.5% | 22,200 | $1.4M |
| Ballentine Partners, LLC | 0.03% | Reduce -1.0% | 21,859 | $1.4M |
| Keybank National Association | 0.01% | Reduce -2.6% | 21,734 | $1.4M |
| Capula Management Ltd | 0.02% | New | 21,600 | $1.4M |
| Bank Pictet & Cie (Europe) AG | 0.03% | Reduce -8.1% | 21,319 | $1.4M |
| Logan Capital Management Inc. | 0.06% | Add +0.7% | 21,302 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -2.7% | 20,759 | $1.3M |
| Calamos Advisors LLC | 0.01% | Reduce -0.6% | 20,491 | $1.3M |
| W1M Investment Management Ltd | 0.02% | New | 19,760 | $1.3M |
| Caprock Group, LLC | 0.05% | Add +40.0% | 19,692 | $1.3M |
| NewEdge Wealth, LLC | 0.03% | Reduce -0.2% | 19,610 | $1.3M |
| Summit Global Investments | 0.09% | Reduce -60.0% | 19,598 | $1.3M |
| Capital International, Inc. | 0.02% | Reduce -59.6% | 19,433 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +5.3% | 19,316 | $1.2M |
| CW Advisors, LLC | 0.02% | Reduce -1.1% | 19,130 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +4.4% | 18,838 | $1.2M |
| Sit Investment Associates Inc. | 0.03% | No change | 18,825 | $1.2M |
| Scotia Capital Inc. | 0.01% | Add +16.6% | 18,313 | $1.2M |
| Channing Global Advisors, LLC | 0.99% | New | 18,302 | $1.2M |
| Choreo, LLC | 0.02% | New | 18,335 | $1.2M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +0.2% | 17,816 | $1.1M |
| Wealth Alliance, LLC | 0.14% | Add +53.2% | 17,281 | $1.1M |
| Capital International Sarl | 0.03% | Add +105.2% | 17,272 | $1.1M |
| Hamilton Capital Partners Inc. | 0.12% | No change | 17,200 | $1.1M |
| Quantbot Technologies LP | 0.05% | Reduce -82.4% | 16,922 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +24.9% | 16,582 | $1.1M |
| Quantinno Capital Management LP | 0.02% | Add +69.9% | 16,352 | $1.1M |
| Blair William & Co. | 0.00% | Add +4.1% | 15,947 | $1.0M |
| Blue Trust, Inc. | 0.01% | Add +34.3% | 17,973 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +2.5% | 14,979 | $964K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +15.1% | 14,949 | $962K |
| Schechter Investment Advisors, LLC | 0.07% | Add +114.9% | 14,766 | $950K |
| Kestra Advisory Services, LLC | 0.01% | Add +7.2% | 14,536 | $935K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.8% | 14,160 | $911K |
| Whittier Trust Co. | 0.01% | Add +11.0% | 14,080 | $906K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -43.3% | 13,930 | $896K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.4% | 13,906 | $895K |
| Rehmann Capital Advisory Group | 0.06% | Reduce -0.5% | 13,551 | $872K |
| Marks Group Wealth Management, Inc | 0.09% | Add +66.8% | 13,262 | $853K |
| Altfest L J & Co. Inc. | 0.11% | Add +36.0% | 12,937 | $832K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -21.2% | 12,757 | $821K |
| Geller Advisors LLC | 0.06% | Add +44.2% | 12,405 | $798K |
| Artemis Investment Management LLP | 0.01% | Add +3.5% | 12,241 | $787K |
| Verdence Capital Advisors LLC | 0.07% | Add +18.2% | 12,150 | $782K |
| Premier Fund Managers Ltd | 0.03% | Reduce -9.2% | 11,877 | $770K |
| SeaBridge Investment Advisors LLC | 0.19% | Reduce -14.6% | 11,600 | $746K |
| Pitcairn Co. | 0.05% | Add +11.4% | 11,510 | $740K |
| Sapient Capital LLC | 0.02% | No change | 11,500 | $740K |
| West Family Investments, Inc. | 0.22% | Reduce -32.3% | 11,426 | $735K |
| Hancock Whitney Corp. | 0.02% | Add +121.1% | 11,406 | $734K |
| Pinpoint Asset Management Ltd | 0.10% | No change | 11,300 | $727K |
| Fiduciary Trust Co | 0.01% | No change | 11,230 | $722K |
| Castleark Management LLC | 0.03% | Add +16.0% | 11,140 | $717K |
| Aubrey Capital Management Ltd | 0.28% | Reduce -22.2% | 13,623 | $698K |
| OneDigital Investment Advisors LLC | 0.01% | New | 10,440 | $672K |
| Okabena Investment Services Inc. | 0.20% | New | 9,934 | $639K |
| Grey Ledge Advisors, LLC | 0.17% | Reduce -4.8% | 9,840 | $633K |
| FourThought Financial Partners, LLC | 0.08% | Add +8.5% | 9,771 | $629K |
| Dividend Assets Capital, LLC | 0.13% | No change | 9,607 | $618K |
| GMO | 0.00% | Reduce -2.1% | 9,463 | $609K |
| Avanda Investment Management Pte. Ltd. | 0.09% | Reduce -71.0% | 9,440 | $607K |
| Parallel Advisors, LLC | 0.02% | Add +325.6% | 9,175 | $590K |
| Regions Financial Corp. | 0.00% | Reduce -2.0% | 8,982 | $578K |
| Alpha Cubed Investments, LLC | 0.03% | New | 8,785 | $565K |
| Commonwealth Equity Services, LLC | 0.00% | Add +33.2% | 8,770 | $564K |
| Mirabaud Asset Management Ltd | 0.26% | Add +72.6% | 8,766 | $564K |
| Boothbay Fund Management, LLC | 0.02% | No change | 8,570 | $551K |
| Pictet North America Advisors SA | 0.06% | Reduce -1.1% | 8,464 | $544K |
| Ritholtz Wealth Management | 0.02% | New | 8,322 | $535K |
| Leonteq Securities AG | 0.07% | Reduce -19.5% | 8,313 | $535K |
| Prospera Financial Services Inc | 0.01% | Add +74.0% | 8,275 | $532K |
| Cable Hill Partners, LLC | 0.06% | New | 8,232 | $530K |
| Harbour Capital Advisors, LLC | 0.12% | Reduce -8.4% | 8,195 | $525K |
| Fca Corp. | 0.16% | No change | 8,000 | $515K |
| D.B. Root & Company, LLC | 0.17% | Reduce -2.5% | 7,942 | $511K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.6% | 7,777 | $500K |
| Compound Planning, Inc. | 0.04% | New | 7,685 | $494K |
| Wolverine Trading, LLC | 0.01% | Reduce -60.3% | 7,583 | $488K |
| Financial Perspectives, Inc | 0.18% | Add +159.0% | 7,568 | $487K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.0% | 7,469 | $486K |
| iA Global Asset Management Inc. | 0.01% | Reduce -5.2% | 7,513 | $483K |
| Raymond James Trust N.A. | 0.01% | Add +12.1% | 7,313 | $470K |
| Platform Technology Partners | 0.16% | — | 7,263 | $467K |
| Cordatus Wealth Management LLC | 0.17% | New | 7,184 | $462K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -10.8% | 7,100 | $462K |
| Lindbrook Capital, LLC | 0.04% | Add +80.3% | 7,093 | $456K |
| Portside Wealth Group, LLC | 0.09% | Add +78.3% | 7,010 | $451K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 6,896 | $444K |
| Advisor OS, LLC | 0.05% | Add +1.4% | 6,888 | $443K |
| Seven Eight Capital, LP | 0.04% | New | 6,703 | $431K |
| Alliance Wealth Advisors, LLC | 0.12% | Add +27.7% | 6,585 | $424K |
| Gibbs Wealth Management | 0.17% | New | 6,517 | $419K |
| Ratan Capital Management LP | 0.13% | No change | 6,500 | $418K |
| One Wealth Advisors, LLC | 0.09% | Add +1.8% | 6,542 | $402K |
| Tudor Investment Corporation | 0.00% | Reduce -73.5% | 6,150 | $396K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +5.6% | 6,114 | $393K |
| HBK Sorce Advisory LLC | 0.01% | Add +39.5% | 6,088 | $392K |
| Level Four Advisory Services, LLC | 0.02% | Add +38.2% | 6,028 | $388K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 5,900 | $380K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +25.9% | 5,841 | $376K |
| Hyperion Capital Advisors LP | 0.18% | Add +18.3% | 5,820 | $374K |
| Institute for Wealth Management, LLC. | 0.05% | Add +18.6% | 5,580 | $359K |
| Assetmark, Inc. | 0.00% | Add +12.6% | 5,506 | $354K |
| Angeles Investment Advisors, LLC | 0.02% | Add +12.8% | 5,352 | $344K |
| Canopy Partners, LLC | 0.15% | New | 5,095 | $328K |
| Sweeney & Michel, LLC | 0.14% | Add +0.1% | 5,206 | $319K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.18% | No change | 4,900 | $315K |
| Tectonic Advisors LLC | 0.02% | Add +34.5% | 4,866 | $313K |
| UMB Bank, n.a. | 0.01% | Add +5.4% | 4,831 | $311K |
| BSW Wealth Partners | 0.05% | New | 4,797 | $309K |
| Snowden Capital Advisors LLC | 0.01% | Add +4.7% | 4,788 | $308K |
| Barings LLC | 0.01% | No change | 4,747 | $305K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -27.9% | 4,673 | $301K |
| Glenmede Trust Co. NA | 0.00% | New | 4,640 | $298K |
| Independent Financial Group, LLC | 0.01% | New | 4,609 | $296K |
| New Century Financial Group, LLC | 0.13% | Reduce -12.4% | 4,608 | $296K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 4,571 | $294K |
| Endowment Wealth Management, Inc. | 0.21% | Add +2.2% | 4,536 | $292K |
| National Philanthropic Trust | 0.01% | Add +2.5% | 4,452 | $286K |
| Stiles Financial Services Inc | 0.11% | Reduce -30.9% | 4,374 | $281K |
| Baron Wealth Management LLC | 0.15% | Add +3.4% | 4,354 | $280K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -17.0% | 4,309 | $277K |
| Waldron Private Wealth LLC | 0.01% | New | 4,214 | $271K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 4,226 | $271K |
| Corient Private Wealth LP | 0.00% | Add +5.6% | 4,196 | $270K |
| Transatlantique Private Wealth LLC | 0.11% | No change | 4,190 | $270K |
| Diversify Wealth Management, LLC | 0.03% | — | 4,470 | $259K |
| SVB Wealth LLC | 0.01% | New | 4,026 | $259K |
| State of Wyoming | 0.04% | Reduce -75.1% | 4,014 | $258K |
| Foster Victor Wealth Advisors, LLC | 0.02% | No change | 4,196 | $256K |
| DMC Group, LLC | 0.22% | New | 3,911 | $252K |
| Foster Group, Inc. | 0.01% | New | 3,841 | $247K |
| &partners | 0.01% | New | 3,838 | $247K |
| MJP Associates Inc. | 0.05% | New | 3,824 | $246K |
| Lion Street Advisors, LLC | 0.09% | New | 3,811 | $245K |
| Sompo Asset Management Co., Ltd. | 0.04% | Reduce -5.0% | 3,810 | $245K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,720 | $239K |
| Storebrand Asset Management As | 0.00% | Reduce -36.1% | 3,715 | $239K |
| MAI Capital Management | 0.00% | New | 3,687 | $237K |
| Virtus Fund Advisers, LLC | 0.89% | No change | 3,486 | $224K |
| Mgo One Seven LLC | 0.01% | New | 3,391 | $218K |
| Confluence Investment Management LLC | 0.00% | New | 3,377 | $217K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +77.5% | 3,524 | $211K |
| Aviso Financial Inc. | 0.01% | — | 3,205 | $206K |
| Commerce Bank | 0.00% | Reduce -13.0% | 3,202 | $206K |
| Farther Finance Advisors, LLC | 0.01% | Add +42.4% | 3,199 | $205K |
| Alta Capital Management LLC/ | 0.01% | New | 3,186 | $205K |
| Thrivent Financial for Lutherans | 0.00% | New | 3,170 | $204K |
| First Affirmative Financial Network | 0.14% | New | 3,162 | $203K |
| Two Sigma Securities, LLC | 0.01% | New | 3,151 | $203K |
| Mather Group, Llc. | 0.00% | Add +4.0% | 3,588 | $201K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.6% | 3,116 | $200K |
| Icon Wealth Advisors, LLC | 0.02% | New | 3,100 | $186K |
| WR Wealth Planners, LLC | 0.06% | No change | 2,878 | $185K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.5% | 2,760 | $178K |
| EntryPoint Capital, LLC | 0.08% | Add +4291.8% | 2,679 | $172K |
| SYSTM Wealth Solutions LLC | 0.04% | Reduce -58.4% | 2,493 | $161K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -33.6% | 2,365 | $152K |
| LRI Investments, LLC | 0.02% | Add +124.3% | 2,243 | $144K |
| Grove Bank & Trust | 0.02% | Reduce -1.3% | 2,164 | $139K |
| Hollencrest Capital Management | 0.01% | No change | 2,121 | $136K |
| Huntington National Bank | 0.00% | Add +31.4% | 1,811 | $117K |
| Principal Securities, Inc. | 0.00% | Add +47.1% | 1,732 | $111K |
| First Horizon Advisors, Inc. | 0.00% | Add +5.4% | 1,711 | $110K |
| Boit C F David | 0.05% | New | 1,550 | $100K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.7% | 1,502 | $97K |
| Clearstead Advisors, LLC | 0.00% | Add +332.4% | 1,453 | $93K |
| Redwood Investments, LLC | 0.03% | Reduce -30.8% | 19,673 | $86K |
| Hilltop National Bank | 0.03% | Add +2.9% | 1,327 | $85K |
| Allworth Financial LP | 0.00% | Add +82.6% | 1,410 | $84K |
| Western Pacific Wealth Management, LP | 0.05% | No change | 1,067 | $69K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +15.8% | 958 | $62K |
| Rakuten Securities, Inc. | 0.03% | Reduce -49.9% | 961 | $62K |
| Parkside Financial Bank & Trust | 0.01% | No change | 948 | $61K |
| GAMMA Investing LLC | 0.01% | Add +56.0% | 903 | $58K |
| Lanark Financial, Inc. | 0.00% | Add +34.4% | 840 | $54K |
| Janiczek Wealth Management, LLC | 0.01% | Add +16.9% | 739 | $48K |
| Toronto Dominion Bank | 0.00% | Reduce -79.7% | 677 | $44K |
| Ridgewood Investments LLC | 0.02% | New | 557 | $36K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 520 | $33K |
| Thompson Investment Management, Inc. | 0.01% | No change | 514 | $33K |
| Park Place Capital Corp | 0.01% | No change | 469 | $30K |
| Accent Capital Management, LLC | 0.02% | Add +110.5% | 459 | $30K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 404 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | Add +208.7% | 392 | $25K |
| Gradient Investments LLC | 0.00% | No change | 352 | $23K |
| Beacon Capital Management, LLC | 0.00% | No change | 340 | $22K |
| Frazier Financial Advisors, LLC | 0.02% | Add +20.1% | 328 | $21K |
| Venturi Wealth Management, LLC | 0.00% | Add +556.0% | 328 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Add +163.9% | 322 | $21K |
| Harbour Investments, Inc. | 0.00% | Add +34.2% | 310 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 294 | $19K |
| Jones Financial Companies LLLP | 0.00% | Add +328.8% | 283 | $18K |
| Horizon Investments, LLC | 0.00% | New | 276 | $18K |
| Global Retirement Partners, LLC | 0.00% | Add +44.7% | 259 | $17K |
| Spire Wealth Management | 0.00% | Reduce -39.4% | 251 | $16K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 244 | $16K |
| Roble, Belko & Company, Inc | 0.00% | No change | 248 | $16K |
| Liberty One Investment Management, LLC | 0.00% | Reduce -6.4% | 247 | $16K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 246 | $16K |
| IFP Advisors, Inc | 0.00% | Add +216.2% | 234 | $15K |
| NewEdge Advisors, LLC | 0.00% | Reduce -69.9% | 232 | $15K |
| Highline Wealth Partners LLC | 0.00% | New | 198 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | Add +11.7% | 191 | $12K |
| Private Trust Co. NA | 0.00% | Add +30.8% | 187 | $12K |
| RFP Financial Group LLC | 0.00% | No change | 176 | $11K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 175 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -72.2% | 169 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Add +80.4% | 166 | $11K |
| Crewe Advisors LLC | 0.00% | New | 155 | $10K |
| Johnson Financial Group, Inc. | 0.00% | Add +57.6% | 145 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 113 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -44.3% | 112 | $7K |
| Cwm, LLC | 0.00% | Add +33.3% | 116 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 102 | $7K |
| Center for Financial Planning, Inc. | 0.00% | No change | 101 | $6K |
| Operose Advisors LLC | 0.00% | No change | 96 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | — | 90 | $6K |
| Continuum Advisory, LLC | 0.00% | No change | 87 | $6K |
| Oakworth Capital, Inc. | 0.00% | No change | 79 | $5K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 77 | $5K |
| Triad Wealth Partners, LLC | 0.00% | New | 74 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 68 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 42 | $3K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 40 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 39 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 37 | $2K |
| Lynx Investment Advisory | 0.00% | — | 36 | $2K |
| Fairman Group, LLC | 0.00% | No change | 32 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 32 | $2K |
| Bokf, NA | 0.00% | Reduce -81.4% | 32 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 30 | $2K |
| Opal Wealth Advisors, LLC | 0.00% | New | 29 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 23 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 20 | $1K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 17 | $1K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 19 | $1K |
| Castleview Partners, LLC | 0.00% | No change | 16 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 15 | $965 |
| Kimelman & Baird, LLC | 0.00% | — | 13 | $837 |
| Richardson Financial Services Inc. | 0.00% | Reduce -33.3% | 12 | $772 |
| Investors Research Corp | 0.00% | No change | 12 | $772 |
| CoreCap Advisors, LLC | 0.00% | New | 11 | $708 |
| Arax Advisory Partners | 0.00% | New | 7 | $451 |
"% of holder's portfolio" is HDB's weight in each manager's 13F, not the share of HDFC Bank Ltd.-ADR the manager owns.