HDFC Bank Ltd.-ADRHDB

13F holders, Q4 2024 (December 31)
635holders +34
57new positions
45sold out
10famous investors
$63.80avg. 13F price*

At the end of Q4 2024, 635 institutions reported holding HDFC Bank Ltd.-ADR (HDB) in their 13F filings, up 34 from Q3 2024. 57 opened new positions and 45 sold out. The largest holders were Morgan Stanley ($1.6B), FIL Ltd ($1.1B) and Harding Loevner LP ($969.2M). 10 famous investors held it, including Paul Singer (0.5% of Elliott Investment Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Lee Ainslie (0.2% of Maverick Capital's portfolio).

Company
HDFC Bank Ltd.-ADR
CUSIP
40415F101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 566Q1 2024Q2 2024: 572Q2 2024Q3 2024: 601Q3 2024Q4 2024: 635Q4 2024Q1 2025: 630Q1 2025Q2 2025: 643Q2 2025Q3 2025: 638Q3 2025Q4 2025: 661Q4 2025Q1 2026: 604Q1 2026Q2 2026: 555Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions57$195.5M
Exits45$269.4M

All 13F filers, Q3 2024 → Q4 2024: 36,384,109 shares bought and 29,750,231 shares sold, net +6,633,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 635 holders

Morgan Stanley 0.11% Add +2.8% 24,755,969 $1.6B
FIL Ltd 1.04% Add +17.5% 17,467,131 $1.1B
Harding Loevner LP 6.55% Reduce -7.0% 15,177,318 $969.2M
JPMorgan Chase & Co. 0.05% Reduce -3.5% 9,414,681 $601.2M
Temasek Holdings (Private) Ltd 2.17% Add +2.3% 8,557,788 $546.5M
Sustainable Growth Advisers, LP 2.62% Reduce -4.1% 8,176,487 $522.2M
GQG Partners LLC 0.75% Add +74.4% 7,883,347 $503.4M
FMR LLC 0.03% Add +13.3% 7,793,113 $497.7M
Royal Bank of Canada 0.10% Add +43.0% 7,307,074 $466.6M
Schroder Investment Management Group 0.43% Add +82.1% 7,008,828 $447.6M
Franklin Resources Inc. 0.13% Add +1.7% 6,917,816 $441.8M
Bank of America Corp. 0.04% Add +27.3% 6,373,404 $407.0M
Invesco Ltd. 0.07% Add +16.9% 5,952,895 $380.2M
Capital World Investors 0.06% Add +0.1% 5,771,588 $368.6M
Fiera Capital Corp 1.16% Reduce -0.5% 5,761,361 $367.9M
Wellington Management Group LLP 0.06% Reduce -3.0% 4,916,115 $313.9M
Brown Advisory Inc. 0.39% Reduce -4.5% 4,844,289 $309.4M
Massachusetts Financial Services Co. 0.10% Reduce -2.9% 4,704,454 $300.4M
C WorldWide Group Holding A/S 3.53% Reduce -1.7% 4,531,058 $289.4M
Lazard Asset Management LLC 0.44% Reduce -1.0% 4,381,599 $279.8M
Fisher Asset Management 0.10% Reduce -1.1% 3,911,255 $249.8M
Millennium Management 0.22% Add +4.3% 3,846,590 $245.6M
Trinity Street Asset Management LLP 23.03% Add +7.4% 3,674,300 $234.6M
Baillie Gifford & Co. 0.18% Reduce -56.7% 3,615,750 $230.9M
Kontiki Capital Management (HK) Ltd. 20.11% Add +10.9% 3,611,169 $230.6M
Robeco Institutional Asset Management B.V. 0.41% Add +172.6% 3,380,979 $215.9M
Dodge & Cox 0.12% Add +12.2% 3,271,600 $208.9M
PineStone Asset Management Inc. 1.94% Add +9.8% 3,243,349 $207.1M
BlackRock, Inc. 0.00% Add +7.7% 3,212,554 $205.2M
Impax Asset Management Group plc 0.91% Reduce -19.0% 3,140,187 $199.9M
Martin Currie Ltd. 6.95% Add +0.9% 2,958,274 $188.9M
UBS Group AG 0.04% Add +172.2% 2,929,139 $187.1M
Sands Capital Management, LLC 0.54% Reduce -0.5% 2,876,252 $183.7M
Altrinsic Global Advisors LLC 8.37% Reduce -5.9% 2,707,727 $172.9M
Ameriprise Financial Inc. 0.04% Reduce -2.2% 2,701,315 $172.5M
Northcape Capital Pty Ltd 27.58% Add +17.6% 2,700,346 $172.4M
Hardman Johnston Global Advisors LLC 6.99% Reduce -2.6% 2,651,994 $169.4M
Capital Research Global Investors 0.03% Reduce -2.5% 2,509,833 $160.3M
Charles-Lim Capital Ltd 39.99% Reduce -2.9% 2,500,000 $159.7M
William Blair Investment Management, LLC 0.39% Reduce -6.7% 2,489,151 $158.9M
Russell Investments Group, Ltd. 0.21% Add +3.8% 2,422,848 $154.8M
Manning & Napier Advisors LLC 1.70% Reduce -8.1% 2,331,128 $148.9M
Allspring Global Investments Holdings, LLC 0.23% Reduce -5.5% 2,270,622 $145.5M
Bank of New York Mellon Corp 0.03% Reduce -2.9% 2,259,177 $144.3M
Royal London Asset Management Ltd. 0.34% Reduce -4.3% 2,173,712 $138.8M
Aikya Investment Management Ltd 54.05% Reduce -11.4% 2,032,833 $129.8M
Sei Investments Co. 0.16% Add +17.1% 1,964,790 $125.5M
CCLA Investment Management 1.95% Add +9.1% 1,929,091 $123.2M
National Bank of Canada 0.16% Add +3535.1% 1,921,668 $122.7M
Clearbridge Investments, LLC 0.10% Reduce -1.0% 1,874,329 $119.7M
Artisan Partners Limited Partnership 0.18% Add +2.0% 1,859,809 $118.8M
Natixis Advisors, LLC 0.22% Reduce -7.3% 1,856,293 $118.5M
Healthcare of Ontario Pension Plan Trust Fund 0.25% Add +61.0% 1,852,000 $118.3M
LMR Partners LLP 2.55% Add +2.0% 1,750,000 $111.8M
JARISLOWSKY, FRASER Ltd 0.63% Add +2.4% 1,698,012 $108.4M
Orbis Allan Gray Ltd 0.52% Add +172.6% 1,517,859 $96.9M
ARGA Investment Management, LP 3.02% Add +3.2% 1,449,813 $92.6M
Mawer Investment Management Ltd. 0.41% Reduce -4.9% 1,417,618 $90.5M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +11.3% 1,326,149 $84.7M
1832 Asset Management L.P. 0.15% Reduce -4.0% 1,285,653 $82.1M
State Street Corp. 0.00% Add +149.9% 1,283,974 $82.0M
Connor, Clark & Lunn Investment Management Ltd. 0.37% Add +89.1% 1,281,884 $81.9M
M&G PLC 0.52% Add +2.7% 1,273,162 $81.5M
American Century Companies Inc. 0.05% Add +22.9% 1,274,755 $81.4M
Intermede Investment Partners Ltd 2.17% Reduce -26.4% 1,274,348 $81.4M
Deutsche Bank AG 0.03% Reduce -48.2% 1,210,268 $77.3M
Earnest Partners LLC 0.34% Reduce -0.0% 1,207,043 $77.1M
Nuveen Asset Management, LLC 0.02% Reduce -40.3% 1,206,129 $77.0M
Envestnet Asset Management Inc. 0.02% Reduce 0.0% 1,205,698 $77.0M
Perpetual Ltd 0.86% Add +4.9% 1,141,929 $72.9M
Egerton Capital (UK) LLP 0.84% New 1,140,511 $72.8M
Citigroup Inc. 0.07% Reduce -1.5% 1,127,200 $72.0M
HSBC Holdings PLC 0.04% Reduce -19.6% 1,105,972 $70.3M
Mirae Asset Global Investments Co., Ltd. 0.28% Add +177.6% 1,075,131 $69.7M
CIBC Private Wealth Group LLC 0.12% Reduce -2.5% 1,138,912 $68.8M
Dimensional Fund Advisors LP 0.02% Add +94.0% 1,059,154 $67.6M
State of New Jersey Common Pension Fund D 0.27% Add +9.9% 1,048,551 $67.0M
Allianz Asset Management GmbH 0.10% Reduce -6.7% 1,034,746 $66.1M
Flossbach Von Storch SE 0.26% Add +1.8% 1,033,520 $66.0M
Northern Trust Corp. 0.01% Add +52.0% 1,015,588 $64.9M
T. Rowe Price Associates Inc. 0.01% Reduce -22.3% 1,011,178 $64.6M
Eminence Capital, LP 0.97% Add +6.5% 997,536 $63.7M
Mondrian Investment Partners LTD 1.05% Reduce -14.6% 1,043,444 $63.3M
Janus Henderson Group PLC 0.03% Reduce -0.3% 973,979 $62.2M
TPG GP A, LLC 0.99% Reduce -13.4% 965,145 $61.6M
Baird Financial Group, Inc. 0.12% Reduce -12.2% 958,795 $61.2M
Two Creeks Capital Management, LP 3.71% Reduce -33.2% 952,645 $60.8M
Mackenzie Financial Corp. 0.08% Reduce -0.6% 945,884 $60.4M
Indus Capital Partners, LLC 41.81% Reduce -27.6% 910,577 $58.1M
Canada Pension Plan Investment Board 0.05% No change 891,500 $56.9M
Goldman Sachs Group Inc. 0.01% Add +10.9% 870,420 $55.6M
Hudson Edge Investment Partners Inc. 10.22% Add +6.3% 867,900 $55.4M
Ninety One UK Ltd 0.15% Add +0.1% 850,989 $54.3M
DJE Kapital AG 1.27% — 846,544 $54.1M
Formuepleje A/S 2.89% Reduce -7.4% 838,118 $53.5M
Polen Capital Management LLC 0.13% Reduce -7.7% 774,580 $49.5M
OMERS ADMINISTRATION Corp 0.41% No change 737,018 $47.1M
Aspex Management (HK) Ltd 1.25% No change 726,915 $46.4M
Public Employees Retirement System of Ohio 0.16% Add +112.2% 713,228 $45.5M
Ovata Capital Management Ltd 16.75% Add +89.7% 690,320 $43.9M
Elliott Investment Management 0.47% Add +5.8% 670,215 $42.8M
Public Employees Retirement Association of Colorado 0.16% No change 644,420 $41.2M
Raymond James Financial Inc. 0.01% — 618,458 $39.5M
Marathon Asset Management Ltd 1.07% Add +3.1% 598,251 $38.2M
NINE MASTS CAPITAL Ltd 7.26% Reduce -5.7% 588,638 $37.6M
Bessemer Group Inc. 0.06% Add +2.0% 559,231 $35.7M
Legal & General Group Plc 0.01% New 544,177 $34.7M
PGGM Investments 0.45% No change 530,425 $33.9M
Valiant Capital Management, L.P. 4.45% No change 520,300 $33.2M
Pzena Investment Management LLC 0.11% Add +64.0% 509,664 $32.5M
Keystone Investors Pte Ltd. 2.26% Reduce -30.1% 507,685 $32.4M
Theleme Partners LLP 2.14% Reduce -2.5% 500,800 $32.0M
Pinebridge Investments, L.P. 0.22% Add +49.7% 451,685 $28.8M
Meitav Investment House Ltd. 0.47% No change 435,000 $27.8M
Rheos Capital Works Inc. 1.53% No change 432,000 $27.6M
Comgest Global Investors S.A.S. 0.45% Reduce -0.5% 430,659 $27.5M
Todd Asset Management LLC 0.64% Add +0.6% 419,173 $26.8M
Boston Common Asset Management, LLC 0.77% Reduce -4.2% 416,002 $26.6M
Wells Fargo & Company 0.01% Reduce -6.9% 394,596 $25.2M
Dundas Partners LLP 1.73% Reduce -5.2% 385,984 $24.6M
Capula Management Ltd 0.17% Add +48.2% 380,946 $24.3M
Westwood Global Investments, LLC 0.62% No change 380,367 $24.3M
Marshall Wace, LLP 0.03% Add +2739.2% 366,796 $23.4M
Aberdeen Group plc 0.04% Add +23.1% 367,484 $23.4M
Barings LLC 0.56% Add +3.3% 365,517 $23.3M
BI Asset Management Fondsmaeglerselskab A/S 0.24% Add +1700.2% 355,511 $22.7M
Gilder Gagnon Howe & Co. LLC 0.24% Add +21.6% 343,392 $21.9M
Nordea Investment Management AB 0.02% Add +9.2% 343,833 $21.9M
Canoe Financial LP 0.35% Add +17.6% 339,190 $21.7M
Verition Fund Management LLC 0.11% Add +2026.8% 338,855 $21.6M
Nomura Asset Management Co. Ltd. 0.06% Add +0.7% 319,044 $20.4M
BNP Paribas Financial Markets 0.02% Reduce -27.1% 314,012 $20.1M
Jupiter Asset Management Ltd. 0.19% Reduce -19.7% 310,337 $19.8M
DekaBank Deutsche Girozentrale 0.04% No change 301,487 $19.1M
Cabot Wealth Management Inc. 2.35% Add +1.6% 290,153 $18.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +9.6% 278,843 $17.8M
Manufacturers Life Insurance Company, The 0.01% Add +3.5% 266,600 $17.0M
Teachers Retirement System of the State of Kentucky 0.14% Add +7.2% 255,480 $16.3M
Hudson Bay Capital Management LP 0.12% New 250,000 $16.0M
New York State Common Retirement Fund 0.02% No change 249,359 $15.9M
CIBC Asset Management Inc 0.05% Add +40.4% 249,716 $15.9M
B. Metzler seel. Sohn & Co. AG 0.16% Add +0.8% 245,653 $15.7M
Breakout Capital Partners, LP 17.78% No change 244,840 $15.6M
Tokio Marine Asset Management Co. Ltd. 0.55% Reduce -0.0% 241,500 $15.4M
Rhumbline Advisers 0.01% Reduce -6.7% 239,605 $15.3M
KLP Kapitalforvaltning As 0.07% — 239,600 $15.3M
Grafton Street Partners Fund, LP 10.92% No change 235,049 $15.0M
Burgundy Asset Management Ltd. 0.15% Reduce -31.2% 234,844 $15.0M
GCM Grosvenor Holdings, LLC 2.14% Reduce -5.5% 234,464 $15.0M
Foresight Global Investors, Inc. 10.81% Reduce -9.6% 231,735 $14.8M
HighTower Advisors, LLC 0.02% Add +4.4% 229,855 $14.7M
Oppenheimer Asset Management Inc. 0.17% Reduce -10.4% 224,155 $14.3M
Rathbones Group PLC 0.07% Add +6.6% 223,080 $14.2M
Pictet Asset Management Holding SA 0.02% Add +516.2% 222,929 $14.2M
Coronation Fund Managers Ltd. 0.83% Add +1.5% 221,129 $14.1M
Lancaster Investment Management 12.27% Reduce -18.7% 217,000 $13.9M
Amundi 0.00% Add +10.9% 227,961 $13.8M
Silvercrest Asset Management Group LLC 0.09% New 208,520 $13.3M
AEGON ASSET MANAGEMENT UK Plc 0.17% Reduce -3.8% 205,807 $13.1M
Neuberger Berman Group LLC 0.01% Add +2.2% 202,550 $12.9M
Zevin Asset Management LLC 1.84% Add +7.2% 195,778 $12.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.11% Reduce -3.7% 212,058 $12.5M
State of Michigan Retirement System 0.06% Add +5.0% 190,000 $12.1M
Vontobel Holding Ltd. 0.04% Reduce -90.5% 189,193 $12.1M
Soapstone Management L.P. 11.10% Reduce -11.9% 185,000 $11.8M
Steadfast Capital Management LP 0.25% New 184,200 $11.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.81% Reduce -1.8% 180,647 $11.5M
MayTech Global Investments, LLC 1.33% Add +7.8% 177,049 $11.3M
Solel Partners LP 2.28% No change 176,000 $11.2M
BNP Paribas 0.15% Reduce -3.0% 168,817 $10.8M
Deprince Race & Zollo Inc. 0.21% Reduce -1.1% 166,707 $10.6M
Alberta Investment Management Corp 0.07% Reduce -16.7% 165,596 $10.6M
Jacobson & Schmitt Advisors, LLC 2.02% Add +2.9% 163,272 $10.4M
Vanguard Group Inc. 0.00% Reduce -19.9% 163,014 $10.4M
Raiffeisen Bank International AG 0.15% — 159,240 $10.2M
US Bancorp \de 0.01% Add +12.7% 157,665 $10.1M
Zurich Insurance Group Ltd 0.08% Add +15.0% 157,592 $10.1M
HRT Financial LP 0.05% New 156,777 $10.0M
Veritas Asset Management LLP 0.09% No change 155,817 $10.0M
D. E. Shaw & Co. 0.01% Reduce -59.0% 154,903 $9.9M
Schonfeld Strategic Advisors LLC 0.06% Reduce -41.2% 152,801 $9.8M
Creative Planning 0.01% Add +13.2% 148,060 $9.5M
Maverick Capital 0.17% Add +40.0% 145,314 $9.3M
Skerryvore Asset Management Ltd 9.39% — 144,577 $9.2M
AXA S.A. 0.03% Add +1.2% 143,172 $9.1M
Federation des caisses Desjardins du Quebec 0.05% Add +1.7% 139,238 $8.9M
Matthews International Capital Management LLC 1.83% Add +12.8% 138,572 $8.8M
Cooper Investors PTY Ltd. 1.38% Reduce -20.5% 137,384 $8.8M
Templeton & Phillips Capital Management, LLC 6.93% Reduce -0.4% 136,752 $8.7M
Alliancebernstein L.P. 0.00% Add +6.9% 133,627 $8.5M
Capstone Investment Advisors, LLC 0.11% Reduce -49.2% 133,329 $8.5M
KBC Group NV 0.02% Add +22.1% 133,247 $8.5M
Jump Financial, LLC 0.18% Add +53.5% 131,700 $8.4M
Causeway Capital Management LLC 0.19% Add +8.1% 127,749 $8.2M
Trillium Asset Management, LLC 0.21% Reduce -15.4% 127,172 $8.1M
Helios Capital Management Pte. Ltd. 4.69% No change 125,700 $8.0M
Orion Porfolio Solutions, LLC 0.08% Add +3.5% 124,615 $8.0M
Orion Portfolio Solutions, LLC 0.08% Add +3.5% 124,615 $8.0M
Pinpoint Asset Management Ltd 1.39% Add +119.3% 122,456 $7.8M
Polymer Capital Management (HK) LTD 1.34% New 119,596 $7.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +39.5% 116,675 $7.5M
LPL Financial LLC 0.00% Add +17.4% 115,776 $7.4M
SPX Gestao de Recursos Ltda 1.11% New 114,700 $7.3M
E. Ohman J:or Asset Management AB 0.17% Reduce -1.9% 114,600 $7.3M
Motley Fool Wealth Management, LLC 0.38% Reduce -8.8% 115,580 $7.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -80.7% 112,901 $7.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -96.8% 110,070 $7.0M
Aquatic Capital Management LLC 0.18% New 104,329 $6.7M
Rockefeller Capital Management L.P. 0.02% Add +1.4% 103,627 $6.6M
Employees Retirement System of Texas 0.07% No change 102,820 $6.6M
United Capital Financial Advisors, LLC 0.06% Reduce -9.9% 102,725 $6.6M
Aperture Investors, LLC 0.82% Reduce -6.9% 99,116 $6.3M
Kestra Private Wealth Services, LLC 0.11% Add +13.1% 97,086 $6.2M
PNC Financial Services Group, Inc. 0.00% Add +3.3% 96,876 $6.2M
Marietta Investment Partners LLC 1.30% Reduce -10.8% 92,405 $5.9M
Janney Capital Management LLC 0.39% Reduce -7.6% 92,037 $5.9M
Oaktree Capital Management 0.13% Add +66.0% 89,697 $5.7M
Grandeur Peak Global Advisors, LLC 0.51% Reduce -31.0% 89,494 $5.7M
Synovus Financial Corp. 0.07% Reduce -0.2% 89,430 $5.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.16% Reduce -18.3% 88,884 $5.7M
Stifel Financial Corp. 0.01% Reduce -1.3% 88,549 $5.7M
Vise Technologies, Inc. 0.47% Add +1777.4% 88,405 $5.6M
Fayez Sarofim & Co 0.01% Add +4.3% 87,100 $5.6M
Kornitzer Capital Management Inc. 0.11% No change 85,000 $5.4M
Eagle Global Advisors LLC 0.22% Add +0.4% 84,660 $5.4M
Clough Capital Partners L P 0.61% Add +8.3% 83,330 $5.3M
Van Eck Associates Corp. 0.01% Reduce -48.6% 83,269 $5.3M
O'shaughnessy Asset Management, LLC 0.04% Add +24.7% 82,402 $5.3M
Bank of Montreal 0.00% Add +3.8% 81,999 $5.2M
Dalton Investments, Inc. 2.71% No change 81,700 $5.2M
Abn Amro Investment Solutions 0.09% Reduce -3.1% 79,277 $5.1M
Dnca Finance 0.40% No change 78,000 $5.0M
AQR Capital Management 0.01% Add +6.0% 75,672 $4.8M
Madison Asset Management, LLC 0.05% Reduce -13.1% 75,341 $4.8M
Madison Investment Advisors, LLC 0.05% — 75,341 $4.8M
Barclays PLC 0.00% Reduce -96.8% 74,425 $4.8M
DSM Capital Partners LLC 0.07% Add +31.3% 73,905 $4.7M
GUARDCAP ASSET MANAGEMENT Ltd 0.07% Reduce -4.0% 71,820 $4.6M
Pathstone Holdings, LLC 0.02% Reduce -8.8% 71,092 $4.5M
DAVENPORT & Co LLC 0.03% Reduce -1.4% 70,179 $4.5M
M&T Bank Corp 0.01% Add +10.4% 70,058 $4.5M
Oaktree Fund Advisors, LLC 7.53% Reduce -11.8% 68,877 $4.4M
Azimuth Capital Investment Management LLC 0.17% Reduce -1.4% 68,595 $4.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% No change 67,301 $4.3M
Townsquare Capital LLC 0.05% Add +2.0% 64,178 $4.1M
Lansforsakringar Fondforvaltning AB (publ) 0.02% — 64,074 $4.1M
Cerity Partners LLC 0.01% Add +0.6% 65,069 $4.1M
Ninety One North America, Inc. 0.25% Add +13.9% 63,976 $4.1M
Crossmark Global Holdings, Inc. 0.08% Reduce -8.1% 63,842 $4.1M
Hantz Financial Services, Inc. 0.07% Reduce -8.0% 63,754 $4.1M
Southeastern Asset Management Inc. 0.19% Reduce -34.6% 63,489 $4.1M
Alps Advisors Inc. 0.03% No change 62,825 $4.0M
Mariner, LLC 0.01% Add +6.6% 62,783 $4.0M
Ethic Inc. 0.08% Add +29.1% 62,770 $4.0M
Avantax Advisory Services, Inc. 0.02% Reduce -0.2% 60,943 $3.9M
Discovery Capital Management, LLC / CT 0.27% No change 60,200 $3.8M
Assenagon Asset Management S.A. 0.01% Add +823.2% 59,942 $3.8M
Banque Pictet & Cie SA 0.04% Add +144.1% 59,808 $3.8M
Fifth Third Bancorp 0.01% Reduce -18.7% 59,415 $3.8M
Susquehanna International Group, LLP 0.01% Reduce -52.3% 59,261 $3.8M
Greenfield Seitz Capital Management, LLC 1.43% Reduce -1.2% 58,658 $3.7M
Vanguard Personalized Indexing Management, LLC 0.06% Add +12.8% 57,446 $3.7M
Thornburg Investment Management Inc. 0.05% Reduce -81.6% 57,418 $3.7M
Timber Creek Capital Management LLC 1.06% Add +0.2% 57,268 $3.7M
Ninety One SA (Pty) Ltd 0.78% Reduce -22.2% 55,050 $3.5M
Prudential Financial Inc. 0.00% Add +33.2% 53,658 $3.4M
Letko, Brosseau & Associates Inc. 0.07% Add +19.9% 53,100 $3.4M
Vident Advisory, LLC 0.06% Add +47.4% 52,490 $3.4M
Maple-Brown Abbott Ltd 0.41% Add +8.5% 52,397 $3.3M
Federated Hermes, Inc. 0.01% Add +6.8% 51,909 $3.3M
Brandes Investment Partners, LP 0.04% Add +5.6% 51,880 $3.3M
MML Investors Services, LLC 0.01% Add +10.8% 51,238 $3.3M
Schwartz Investment Counsel Inc. 0.12% Add +4.0% 50,050 $3.2M
GAM Holding AG 0.24% Reduce -28.6% 50,000 $3.2M
NFJ Investment Group, LLC 0.10% Reduce -7.5% 49,786 $3.2M
Capital Insight Partners, LLC 0.55% Add +2.7% 49,695 $3.2M
Principal Financial Group Inc. 0.00% Add +3.1% 48,679 $3.1M
Aviva PLC 0.01% Add +11.3% 47,072 $3.0M
Baron Capital (BAMCO) 0.01% Add +4.4% 46,684 $3.0M
Jane Street Group, LLC 0.00% Reduce -45.2% 46,331 $3.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 41,250 $2.9M
Truist Financial Corp. 0.00% Reduce -3.3% 45,065 $2.9M
Atria Investments, Inc 0.04% Reduce -6.5% 44,997 $2.9M
Profund Advisors LLC 0.10% Reduce -0.3% 44,539 $2.8M
Shelton Capital Management 0.07% Add +2.1% 44,299 $2.8M
Laird Norton Wetherby Wealth Management, LLC 0.13% Reduce -10.8% 43,930 $2.8M
Captrust Financial Advisors 0.01% Reduce -0.0% 43,423 $2.8M
Old Mission Capital LLC 0.06% Reduce -76.5% 43,280 $2.8M
LBP Am SA 0.04% Reduce -4.2% 43,100 $2.8M
Henry James International Management Inc. 0.96% Reduce -0.6% 41,683 $2.7M
Channing Global Advisors, LLC 1.77% Add +20.8% 41,560 $2.7M
Credit Agricole S A 0.01% Add +0.0% 40,890 $2.6M
First Trust Advisors LP 0.00% Add +111.7% 39,109 $2.5M
Naviter Wealth, LLC 0.30% Reduce -7.0% 38,879 $2.5M
Sarasin & Partners LLP 0.03% No change 38,606 $2.5M
Candriam S.C.A. 0.01% Reduce -32.7% 38,380 $2.5M
Yousif Capital Management, LLC 0.03% No change 38,277 $2.4M
Longfellow Investment Management Co. LLC 0.61% No change 37,208 $2.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.24% — 37,080 $2.4M
Balyasny Asset Management L.P. 0.01% Add +47.8% 36,971 $2.4M
Quadrant Capital Group LLC 0.16% Add +3.9% 36,759 $2.3M
Quantinno Capital Management LP 0.02% Add +71.4% 35,972 $2.3M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1.39% — 35,716 $2.3M
Legacy Wealth Asset Management, LLC 0.62% Reduce -1.0% 35,702 $2.3M
Northwest & Ethical Investments L.P. 0.06% Add +3.5% 35,303 $2.3M
Tobam 0.67% Add +2.2% 34,411 $2.2M
Keybank National Association 0.01% Reduce -1.1% 33,986 $2.2M
Citadel Advisors 0.00% Reduce -57.5% 33,861 $2.2M
Genesis Investment Management, LLP 2.32% Reduce -73.5% 33,120 $2.1M
Choreo, LLC 0.03% Reduce -4.6% 32,819 $2.1M
Advisors Asset Management, Inc. 0.04% Add +7.0% 32,594 $2.1M
Signaturefd, LLC 0.04% Add +4.3% 31,362 $2.0M
Callan Family Office, LLC 0.13% New 31,299 $2.0M
Wilkinson Global Asset Management LLC 0.12% Reduce -93.1% 30,655 $2.0M
Sanctuary Advisors, LLC 0.01% Add +2.8% 31,407 $1.9M
Sequoia Financial Advisors, LLC 0.02% Add +73.2% 29,046 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +6.4% 28,920 $1.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.06% Reduce -12.9% 28,670 $1.8M
Vestmark Advisory Solutions, Inc. 0.06% Add +16.7% 27,457 $1.8M
Naples Global Advisors, LLC 0.16% Add +3.4% 27,414 $1.8M
Stamos Capital Partners, L.P. 0.41% Add +30.7% 27,400 $1.7M
HighVista Strategies LLC 0.64% Reduce -1.5% 27,041 $1.7M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -29.2% 26,724 $1.7M
Ballentine Partners, LLC 0.03% Add +14.8% 26,676 $1.7M
Cloverfields Capital Group, LP 0.54% Add +23.0% 26,206 $1.7M
Guggenheim Capital LLC 0.01% Add +8.4% 26,135 $1.7M
WINTON GROUP Ltd 0.11% No change 25,350 $1.6M
Caprock Group, LLC 0.05% Add +15.7% 25,261 $1.6M
Deltec Asset Management LLC 0.32% Reduce -1.9% 25,100 $1.6M
NewEdge Wealth, LLC 0.03% Reduce -15.4% 24,908 $1.6M
Bank of Nova Scotia 0.00% Reduce -3.7% 24,428 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -4.7% 24,369 $1.6M
QRG Capital Management, Inc. 0.02% Reduce -2.3% 24,177 $1.5M
Danske Bank A/S 0.00% Reduce -3.6% 23,863 $1.5M
Capital International Investors 0.00% Reduce -2.9% 23,172 $1.5M
Pitcairn Co. 0.09% Add +1.8% 22,903 $1.5M
Park Avenue Securities LLC 0.01% Add +39.8% 22,584 $1.4M
Capital International Sarl 0.03% Add +17.1% 22,556 $1.4M
Scotia Capital Inc. 0.01% Add +6.8% 22,404 $1.4M
Blue Trust, Inc. 0.02% Reduce -12.3% 22,322 $1.4M
Cibc World Market Inc. 0.00% Reduce -28.7% 22,213 $1.4M
Corient Private Wealth LP 0.00% Add +15.7% 22,144 $1.4M
Figure 8 Investment Strategies LLC 1.39% — 22,120 $1.4M
Schechter Investment Advisors, LLC 0.10% Reduce -0.5% 21,222 $1.4M
Titan Global Capital Management USA LLC 0.20% Reduce -5.5% 21,035 $1.3M
Castleark Management LLC 0.05% Reduce -11.8% 20,640 $1.3M
Calamos Advisors LLC 0.01% Reduce -0.0% 20,485 $1.3M
W1M Investment Management Ltd 0.02% Add +1.0% 19,963 $1.3M
Integrated Quantitative Investments LLC 0.63% — 19,900 $1.3M
Whittier Trust Co. 0.02% Add +51.3% 19,739 $1.3M
Bank Pictet & Cie (Europe) AG 0.03% Add +451.3% 19,490 $1.2M
Exencial Wealth Advisors, LLC 0.05% Add +3.5% 19,355 $1.2M
Natural Investments, LLC 0.34% — 19,250 $1.2M
Channel Wealth LLC 0.40% Reduce -69.2% 19,108 $1.2M
Thompson Siegel & Walmsley LLC 0.02% No change 18,948 $1.2M
Sit Investment Associates Inc. 0.03% No change 18,825 $1.2M
Wealth Alliance, LLC 0.14% Reduce -1.2% 18,801 $1.2M
West Family Investments, Inc. 0.42% Reduce -13.3% 18,709 $1.2M
CW Advisors, LLC 0.02% Reduce -11.1% 18,173 $1.2M
Regions Financial Corp. 0.01% Add +12.6% 17,942 $1.1M
Compound Planning, Inc. 0.06% Add +30.6% 17,715 $1.1M
Marks Group Wealth Management, Inc 0.11% Reduce -18.9% 17,523 $1.1M
Union Bancaire Privee, UBP SA 0.02% — 16,723 $1.1M
Qube Research & Technologies Ltd 0.00% New 16,258 $1.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -6.3% 16,100 $1.0M
Cetera Investment Advisers 0.00% Add +2.1% 16,052 $1.0M
CenterBook Partners LP 0.06% Add +20.0% 15,998 $1.0M
Aubrey Capital Management Ltd 0.38% Add +29.6% 15,910 $1.0M
Hamilton Capital Partners Inc. 0.08% Reduce -8.1% 15,800 $1.0M
Squarepoint Ops LLC 0.00% Reduce -43.6% 15,602 $996K
OneDigital Investment Advisors LLC 0.01% Add +11.3% 15,346 $980K
River Global Investors LLP 0.19% Reduce -46.4% 15,178 $969K
Cresset Asset Management, LLC 0.00% Reduce -76.3% 14,969 $956K
Ritholtz Wealth Management 0.03% Add +25.8% 14,506 $926K
Nisa Investment Advisors, LLC 0.00% Reduce -93.2% 14,500 $926K
Rehmann Capital Advisory Group 0.06% Reduce -9.4% 14,130 $902K
Kestra Advisory Services, LLC 0.00% Add +3.6% 13,823 $883K
Segall Bryant & Hamill, LLC 0.01% New 13,800 $881K
SG Americas Securities, LLC 0.00% Reduce -12.8% 13,410 $856K
Summit Global Investments 0.05% Add +46.8% 13,199 $843K
TD Asset Management Inc 0.00% New 12,871 $822K
Leonteq Securities AG 0.08% Add +165.2% 12,803 $818K
PDS Planning, Inc 0.07% Add +37.3% 12,487 $797K
Geller Advisors LLC 0.05% No change 12,400 $792K
Artemis Investment Management LLP 0.01% Add +7.3% 12,262 $783K
One Wealth Advisors, LLC 0.11% Reduce -10.2% 12,056 $770K
Osaic Holdings, Inc. 0.00% Reduce -5.7% 11,817 $755K
Sapient Capital LLC 0.01% Add +1.2% 11,633 $743K
Parallel Advisors, LLC 0.02% Add +24.2% 11,579 $739K
Fiduciary Trust Co 0.01% Add +0.3% 11,362 $726K
Mercer Global Advisors Inc. 0.00% Reduce -5.1% 11,277 $720K
Greenleaf Trust 0.01% Add +0.1% 10,981 $701K
NewEdge Advisors, LLC 0.00% Add +4495.7% 10,754 $687K
Financial Perspectives, Inc 0.23% Add +8.5% 10,633 $679K
Evoke Wealth, LLC 0.02% Add +4.4% 10,272 $656K
Premier Fund Managers Ltd 0.02% Reduce -8.1% 10,177 $652K
State of Wyoming 0.08% Add +29.5% 9,924 $634K
Sivia Capital Partners, LLC 0.30% Add +10.8% 9,436 $603K
Private Advisor Group, LLC 0.00% Reduce -2.5% 9,310 $595K
Graham Capital Management, L.P. 0.03% New 9,257 $591K
Blair William & Co. 0.00% Reduce -40.4% 9,140 $584K
FourThought Financial Partners, LLC 0.06% Reduce -7.3% 9,105 $581K
Tudor Investment Corporation 0.01% New 9,083 $580K
Gibbs Wealth Management 0.16% Add +14.4% 9,074 $579K
Grey Ledge Advisors, LLC 0.15% Reduce -5.7% 8,810 $563K
Mirabaud Asset Management Ltd 0.26% No change 8,766 $562K
Portside Wealth Group, LLC 0.09% Add +0.5% 8,773 $560K
Boothbay Fund Management, LLC 0.02% No change 8,570 $547K
Pictet North America Advisors SA 0.05% No change 8,464 $541K
Prospera Financial Services Inc 0.01% Add +1.1% 8,262 $528K
BSW Wealth Partners 0.08% Add +6.0% 8,195 $523K
Fca Corp. 0.16% No change 8,000 $515K
Janney Montgomery Scott LLC 0.00% Reduce -3.4% 8,036 $513K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -87.8% 8,033 $513K
Sterling Capital Management LLC 0.01% Add +21.8% 7,895 $504K
Commonwealth Equity Services, LLC 0.00% Reduce -3.5% 7,848 $501K
Harbour Capital Advisors, LLC 0.11% Reduce -1.6% 7,960 $498K
Aaron Wealth Advisors LLC 0.06% Add +20.9% 7,668 $490K
Atria Wealth Solutions, Inc. 0.01% Add +1.1% 7,550 $482K
Platform Technology Partners 0.14% Add +7.5% 7,443 $475K
&partners 0.01% Add +33.2% 7,510 $474K
Hyperion Capital Advisors LP 0.24% Add +27.5% 7,420 $474K
Baron Wealth Management LLC 0.22% Add +3.7% 7,360 $470K
DMC Group, LLC 0.38% Add +9.3% 7,237 $462K
Cordatus Wealth Management LLC 0.12% Add +0.5% 7,220 $461K
Axiom Investors LLC 0.00% New 7,200 $460K
Cable Hill Partners, LLC 0.05% Add +13.8% 7,063 $451K
Level Four Advisory Services, LLC 0.02% Add +3.6% 6,855 $438K
Henshaw Capital LLC 0.02% No change 6,849 $437K
Alpha Cubed Investments, LLC 0.02% Reduce -22.1% 6,845 $437K
Alliance Wealth Advisors, LLC 0.11% Add +0.1% 6,790 $434K
Murphy & Mullick Capital Management Corp 0.40% — 6,785 $433K
Summitry LLC 0.02% Add +18.1% 6,760 $432K
iA Global Asset Management Inc. 0.01% Add +14.7% 6,737 $430K
Thrivent Financial for Lutherans 0.00% Add +1.9% 6,625 $426K
Lindbrook Capital, LLC 0.04% Add +13.8% 6,620 $423K
Ratan Capital Management LP 0.06% No change 6,500 $415K
Dorsey & Whitney Trust CO LLC 0.02% Add +14.4% 6,383 $408K
Concourse Financial Group Securities, Inc. 0.02% Reduce -5.8% 6,654 $404K
D.B. Root & Company, LLC 0.13% Reduce -2.8% 6,318 $403K
Advisor OS, LLC 0.05% Add +16.4% 6,315 $403K
Wealth Enhancement Advisory Services, LLC 0.00% Add +37.5% 6,205 $396K
Endowment Wealth Management, Inc. 0.27% Add +4.9% 6,202 $396K
Avanda Investment Management Pte. Ltd. 0.13% Add +96.3% 6,184 $395K
Elevation Point Wealth Partners, LLC 0.03% Reduce -3.4% 6,152 $393K
Virtu Financial LLC 0.02% Reduce -61.4% 6,082 $388K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 5,900 $377K
Whittier Trust Co. of Nevada Inc. 0.01% Add +66.7% 5,780 $369K
Peapack Gladstone Financial Corp. 0.01% Add +2.2% 5,762 $368K
Parallax Volatility Advisers, L.P. 0.01% New 5,752 $367K
Sagespring Wealth Partners, LLC 0.01% — 5,735 $366K
Canopy Partners, LLC 0.14% Add +8.0% 5,619 $359K
Mgo One Seven LLC 0.01% Add +29.3% 5,555 $355K
Itau Unibanco Holding S.A. 0.01% New 5,720 $351K
Harel Insurance Investments & Financial Services Ltd. 0.01% New 5,440 $347K
UMB Bank, n.a. 0.01% Add +0.1% 5,345 $341K
TD Private Client Wealth LLC 0.01% Add +8.7% 5,337 $341K
Glenmede Trust Co. NA 0.00% Add +10.4% 5,307 $339K
Angeles Investment Advisors, LLC 0.02% Reduce -2.6% 5,211 $333K
Bridgefront Capital, LLC 0.11% New 5,209 $333K
Loomis Sayles & Co. L P 0.00% No change 5,097 $325K
IFP Advisors, Inc 0.01% Add +2310.1% 5,013 $320K
Institute for Wealth Management, LLC. 0.04% Reduce -6.9% 5,010 $320K
Snowden Capital Advisors LLC 0.01% Reduce -3.3% 4,996 $319K
Los Angeles Capital Management LLC 0.00% New 15,143 $314K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.16% No change 4,900 $313K
Tectonic Advisors LLC 0.02% No change 4,866 $311K
Waldron Private Wealth LLC 0.01% Add +1.2% 4,711 $301K
Norden Group LLC 0.03% Add +6.0% 4,691 $300K
GeoWealth Management, LLC 0.01% Add +37.6% 4,688 $299K
Dividend Assets Capital, LLC 0.06% No change 4,645 $297K
Diversify Wealth Management, LLC 0.02% Add +7.8% 4,970 $291K
Independent Financial Group, LLC 0.01% Reduce -4.6% 4,503 $288K
Financial Counselors Inc. 0.00% No change 4,484 $286K
National Philanthropic Trust 0.00% No change 4,452 $284K
Wealthstream Advisors, Inc. 0.05% Add +10.9% 4,345 $277K
MJP Associates Inc. 0.05% Add +12.8% 4,314 $275K
Icon Wealth Advisors, LLC 0.02% Add +2.8% 4,263 $272K
Thoroughbred Financial Services, LLC 0.02% No change 4,238 $270K
Focus Partners Advisor Solutions, LLC 0.00% New 4,217 $269K
HBK Sorce Advisory LLC 0.01% Reduce -20.7% 4,177 $267K
Ieq Capital, LLC 0.00% New 4,162 $266K
DRW Securities, LLC 0.02% New 4,129 $264K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 4,197 $262K
First Affirmative Financial Network 0.15% Add +12.9% 4,097 $262K
Macquarie Group Ltd. 0.00% Add +105.9% 4,093 $261K
Portfolio Design Labs, LLC 0.05% New 4,071 $260K
Crestwood Advisors Group, LLC 0.00% New 4,045 $258K
Cwm, LLC 0.00% Add +30.6% 4,041 $258K
Avior Wealth Management, LLC 0.01% Add +0.4% 4,035 $258K
Pinnacle Wealth Planning Services, Inc. 0.04% New 4,022 $257K
Aprio Wealth Management, LLC 0.04% New 4,018 $257K
Sompo Asset Management Co., Ltd. 0.04% No change 3,810 $243K
Simon Quick Advisors, LLC 0.01% New 3,741 $239K
Foster Group, Inc. 0.01% No change 3,739 $239K
Panagora Asset Management Inc. 0.00% No change 3,720 $238K
New Century Financial Group, LLC 0.10% Reduce -11.3% 3,794 $237K
CogentBlue Wealth Advisors, LLC 0.21% — 3,659 $234K
HB Wealth Management, LLC 0.00% New 3,649 $233K
Militia Capital Partners, LP 0.22% — 3,622 $231K
Mather Group, Llc. 0.00% Add +10.7% 3,620 $231K
Hilltop Holdings Inc. 0.01% Add +0.6% 3,577 $228K
Personal Cfo Solutions, LLC 0.04% Add +3.6% 3,509 $224K
Coldstream Capital Management Inc. 0.00% Reduce -18.9% 3,503 $224K
Adero Partners, LLC 0.01% New 3,495 $223K
Storebrand Asset Management As 0.00% Reduce -10.3% 3,478 $222K
Focus Partners Wealth 0.00% New 3,468 $221K
Lion Street Advisors, LLC 0.07% Reduce -9.2% 3,449 $220K
BIP Alliance, LLC 0.09% — 3,444 $220K
Wolverine Trading, LLC 0.00% Reduce -64.2% 3,419 $219K
Confluence Investment Management LLC 0.00% No change 3,389 $216K
SVB Wealth LLC 0.00% New 3,381 $216K
GTS Securities LLC 0.01% New 3,364 $215K
SeaBridge Investment Advisors LLC 0.04% New 3,354 $214K
Commerce Bank 0.00% Reduce -2.2% 3,351 $214K
Farther Finance Advisors, LLC 0.01% Add +13.9% 3,328 $213K
Prelude Capital Management, LLC 0.02% New 3,250 $208K
Flputnam Investment Management Co. 0.00% Reduce -9.8% 3,230 $206K
Diversified Trust Co. 0.01% New 3,221 $206K
Walleye Capital LLC 0.00% Reduce -93.4% 3,183 $203K
Daiwa Securities Group Inc. 0.00% Reduce -18.6% 3,130 $200K
Aviso Financial Inc. 0.01% Reduce -0.3% 3,098 $198K
Logan Capital Management Inc. 0.01% Reduce -59.1% 3,000 $192K
WR Wealth Planners, LLC 0.06% No change 2,878 $184K
Jones Financial Companies LLLP 0.00% Add +88.3% 2,860 $183K
EverSource Wealth Advisors, LLC 0.01% Reduce -14.5% 2,459 $157K
First Horizon Advisors, Inc. 0.00% Add +15.7% 2,434 $155K
Fairtree Asset Management (Pty) Ltd 0.15% — 2,394 $153K
Principal Securities, Inc. 0.00% Add +13.0% 2,305 $147K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.3% 2,291 $146K
GAMMA Investing LLC 0.01% Add +84.2% 2,238 $143K
LRI Investments, LLC 0.01% Add +50.8% 2,214 $141K
Hollencrest Capital Management 0.01% No change 2,121 $135K
Quantbot Technologies LP 0.00% Reduce -91.4% 2,119 $135K
Grove Bank & Trust 0.02% Reduce -2.9% 2,080 $133K
Brooklyn Investment Group 0.04% Add +967.0% 1,878 $120K
Smartleaf Asset Management LLC 0.01% Reduce -54.0% 1,656 $106K
Huntington National Bank 0.00% Reduce -14.1% 1,661 $106K
Boit C F David 0.05% No change 1,550 $99K
Allworth Financial LP 0.00% Add +0.3% 1,546 $94K
AdvisorNet Financial, Inc 0.01% No change 1,466 $94K
Hilltop National Bank 0.03% No change 1,327 $85K
Physician Wealth Advisors, Inc. 0.01% New 1,213 $77K
Synergy Investment Management, LLC 0.03% — 1,168 $75K
Transce3nd, LLC 0.02% — 1,120 $72K
Caitong International Asset Management Co., Ltd 0.07% — 1,077 $69K
Western Pacific Wealth Management, LP 0.06% No change 1,067 $68K
JFS Wealth Advisors, LLC 0.00% Add +52.6% 1,018 $65K
MAI Capital Management 0.00% New 946 $60K
Kestra Investment Management, LLC 0.00% New 933 $60K
Atlas Capital Advisors Inc. 0.01% New 870 $56K
Empirical Asset Management, LLC 0.01% New 29,271 $43K
Sierra Ocean, LLC 0.03% — 655 $42K
Brown Brothers Harriman & Co. 0.00% Add +63.7% 617 $39K
Toronto Dominion Bank 0.00% Reduce -9.2% 615 $39K
Graney & King, LLC 0.03% — 600 $38K
Northwestern Mutual Wealth Management Co. 0.00% Add +128.5% 594 $38K
Park Place Capital Corp 0.01% No change 585 $37K
Horizon Investments, LLC 0.00% Add +17.3% 542 $35K
Ridgewood Investments LLC 0.02% No change 510 $33K
Parkside Financial Bank & Trust 0.00% Reduce -7.6% 488 $31K
Pin Oak Investment Advisors Inc. 0.03% No change 498 $31K
Byrne Asset Management LLC 0.02% New 475 $30K
Accent Capital Management, LLC 0.02% No change 459 $29K
Whipplewood Advisors, LLC 0.02% — 459 $29K
Spire Wealth Management 0.00% Add +42.2% 458 $29K
Hara Capital LLC 0.02% Add +30.2% 431 $28K
Ramirez Asset Management, Inc. 0.01% Reduce -0.2% 422 $27K
Pinnacle Bancorp, Inc. 0.01% No change 404 $26K
Beacon Capital Management, LLC 0.00% No change 340 $22K
Private Trust Co. NA 0.00% Add +56.8% 334 $21K
CENTRAL TRUST Co 0.00% Add +2909.1% 331 $21K
WealthCollab, LLC 0.01% New 330 $21K
Steward Partners Investment Advisory, LLC 0.00% Add +250.0% 329 $21K
Venturi Wealth Management, LLC 0.00% Add +90.1% 325 $21K
Harbour Investments, Inc. 0.00% Reduce -4.4% 307 $20K
Independence Bank of Kentucky 0.00% No change 300 $19K
Asset Dedication, LLC 0.00% No change 294 $19K
Frazier Financial Advisors, LLC 0.01% No change 273 $18K
Rakuten Securities, Inc. 0.01% Reduce -73.1% 270 $17K
Chilton Capital Management LLC 0.00% New 266 $17K
Roble, Belko & Company, Inc 0.00% No change 248 $16K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.4% 236 $15K
Clearstead Advisors, LLC 0.00% Reduce -82.0% 233 $15K
Highline Wealth Partners LLC 0.00% Add +12.7% 231 $15K
Global Financial Private Client, LLC 0.01% Reduce -13.5% 230 $15K
Washington Trust Advisors, Inc. 0.00% No change 230 $15K
Global Retirement Partners, LLC 0.00% Add +10.2% 226 $14K
Bell Investment Advisors, Inc 0.00% Add +14.5% 190 $12K
Twin Lakes Capital Management, LLC 0.01% No change 175 $11K
Harbor Investment Advisory, LLC 0.00% No change 171 $11K
Geneos Wealth Management Inc. 0.00% No change 171 $11K
NewSquare Capital LLC 0.00% New 163 $10K
Golden State Wealth Management, LLC 0.00% — 158 $10K
Thompson Investment Management, Inc. 0.00% No change 152 $10K
Sandy Spring Bank 0.00% New 149 $10K
Assetmark, Inc. 0.00% Add +73.5% 144 $9K
Capital Analysts, LLC 0.00% Reduce -15.5% 136 $9K
Glass Jacobson Investment Advisors llc 0.00% New 134 $9K
Conquis Financial LLC 0.01% — 128 $8K
Cullen/Frost Bankers, Inc. 0.00% Add +17.7% 113 $7K
Salem Investment Counselors Inc. 0.00% No change 102 $7K
Center for Financial Planning, Inc. 0.00% No change 101 $6K
Centricity Wealth Management, LLC 0.01% — 96 $6K
Raffa Wealth Management, LLC 0.00% Add +50.0% 96 $6K
Key Financial Inc 0.00% New 92 $6K
Coppell Advisory Solutions LLC 0.00% No change 90 $6K
Continuum Advisory, LLC 0.00% No change 87 $6K
Synergy Asset Management, LLC 0.00% New 85 $5K
MPWM Advisory Solutions, LLC 0.00% — 76 $5K
WPG Advisers, LLC 0.00% — 69 $4K
Bogart Wealth, LLC 0.00% No change 68 $4K
Creative Financial Designs Inc. 0.00% New 49 $3K
Retirement Wealth Solutions LLC 0.00% — 51 $3K
Atala Financial Inc 0.00% — 43 $3K
Provenance Wealth Advisors, LLC 0.00% No change 42 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 40 $3K
Carolinas Wealth Consulting LLC 0.00% New 36 $2K
Financial Management Professionals, Inc. 0.00% Reduce -50.0% 35 $2K
Larson Financial Group LLC 0.00% New 35 $2K
Bruce G. Allen Investments, LLC 0.00% No change 32 $2K
Fairman Group, LLC 0.00% No change 32 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -33.3% 20 $1K
Tucker Asset Management LLC 0.00% No change 20 $1K
Fortitude Family Office, LLC 0.00% Add +28.6% 18 $1K
Salomon & Ludwin, LLC 0.00% No change 15 $958
Kimelman & Baird, LLC 0.00% No change 13 $831
Investors Research Corp 0.00% No change 12 $766
CoreCap Advisors, LLC 0.00% No change 11 $702
High Note Wealth, LLC 0.00% New 8 $511
Richardson Financial Services Inc. 0.00% Reduce -75.0% 6 $383
Rothschild Investment LLC 0.00% New 2 $128
Sachetta, LLC 0.00% New 1 $65
Nicola Wealth Management LTD. 0.00% Add +21.6% 163,000 $0
Wood Tarver Financial Group, LLC 0.00% — 5 $0

"% of holder's portfolio" is HDB's weight in each manager's 13F, not the share of HDFC Bank Ltd.-ADR the manager owns.