HDFC Bank Ltd.-ADRHDB

13F holders, Q2 2025 (June 30)
643holders +13
73new positions
60sold out
10famous investors
$76.66avg. 13F price*

At the end of Q2 2025, 643 institutions reported holding HDFC Bank Ltd.-ADR (HDB) in their 13F filings, up 13 from Q1 2025. 73 opened new positions and 60 sold out. The largest holders were GQG Partners LLC ($1.9B), Royal Bank of Canada ($1.1B) and FIL Ltd ($1.1B). 10 famous investors held it, including Howard Marks (0.2% of Oaktree Capital Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions73$460.0M
Exits60$459.9M

All 13F filers, Q1 2025 → Q2 2025: 40,046,501 shares bought and 44,601,083 shares sold, net −4,554,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 643 holders

GQG Partners LLC 2.72% Add +54.0% 24,950,464 $1.9B
Royal Bank of Canada 0.21% Add +27.4% 14,289,031 $1.1B
FIL Ltd 0.93% Reduce -9.9% 14,189,999 $1.1B
Harding Loevner LP 7.30% Reduce -2.5% 14,156,272 $1.1B
Morgan Stanley 0.06% Reduce -30.0% 12,098,701 $927.6M
Schroder Investment Management Group 0.69% Add +19.0% 10,614,708 $813.8M
FMR LLC 0.04% Add +21.3% 9,473,702 $726.3M
JPMorgan Chase & Co. 0.05% Reduce -2.3% 9,395,893 $720.4M
Temasek Holdings (Private) Ltd 2.64% No change 8,895,662 $682.0M
Sustainable Growth Advisers, LP 2.92% Reduce -5.6% 7,366,683 $564.8M
Wellington Management Group LLP 0.09% Add +42.7% 6,769,194 $519.0M
Franklin Resources Inc. 0.14% Add +0.3% 6,737,503 $516.6M
Invesco Ltd. 0.08% Add +2.9% 6,222,209 $477.1M
Lazard Asset Management LLC 0.65% Add +22.2% 5,523,962 $423.5M
Brown Advisory Inc. 0.55% Add +13.4% 5,405,047 $414.4M
Massachusetts Financial Services Co. 0.13% Reduce -13.6% 5,398,992 $413.9M
Fiera Capital Corp 1.24% Reduce -5.2% 4,773,426 $366.0M
Robeco Institutional Asset Management B.V. 0.57% Add +8.1% 4,637,982 $355.6M
Fisher Asset Management 0.14% Add +39.9% 4,536,824 $347.8M
PineStone Asset Management Inc. 2.02% Add +2.7% 4,074,467 $312.4M
C WorldWide Group Holding A/S 4.17% Reduce -13.9% 4,017,823 $308.0M
Kontiki Capital Management (HK) Ltd. 16.45% Add +0.6% 3,757,674 $288.1M
Baillie Gifford & Co. 0.20% Reduce -3.0% 3,453,709 $264.8M
M&G PLC 1.50% Add +184.2% 3,407,929 $262.4M
Trinity Street Asset Management LLP 17.17% Reduce -10.4% 3,263,200 $250.2M
Bank of America Corp. 0.02% Reduce -52.2% 3,097,848 $237.5M
Dodge & Cox 0.13% Reduce -7.7% 2,982,400 $228.7M
BlackRock, Inc. 0.00% Add +6.5% 2,906,206 $222.8M
Sands Capital Management, LLC 0.63% Reduce -1.0% 2,883,335 $221.1M
Martin Currie Ltd. 8.35% Reduce -1.2% 2,838,942 $217.7M
Northcape Capital Pty Ltd 27.48% — 2,815,495 $215.9M
Ameriprise Financial Inc. 0.05% Reduce -1.9% 2,664,156 $204.3M
Altrinsic Global Advisors LLC 7.38% Add +4.5% 2,658,405 $203.8M
Sei Investments Co. 0.23% Add +7.9% 2,630,914 $201.7M
Russell Investments Group, Ltd. 0.25% Add +1.4% 2,575,947 $197.5M
Clearbridge Investments, LLC 0.16% Add +29.2% 2,512,907 $192.7M
Natixis Advisors, LLC 0.29% Add +6.8% 2,391,439 $183.4M
Royal London Asset Management Ltd. 0.42% Add +10.9% 2,387,943 $183.1M
Capital Research Global Investors 0.04% Reduce -8.1% 2,307,215 $176.9M
Bank of New York Mellon Corp 0.03% Reduce -0.7% 2,230,573 $171.0M
CCLA Investment Management 2.68% Add +6.5% 2,131,031 $163.3M
Capital World Investors 0.02% Reduce -0.1% 2,101,555 $161.2M
Aikya Investment Management Ltd 47.06% Add +1.3% 2,047,056 $156.9M
Hardman Johnston Global Advisors LLC 6.60% Reduce -13.8% 1,940,624 $148.8M
PGGM Investments 2.53% Add +174.0% 1,899,954 $145.7M
Artisan Partners Limited Partnership 0.21% Reduce -0.0% 1,828,838 $140.2M
JARISLOWSKY, FRASER Ltd 0.80% Add +2.6% 1,815,448 $139.2M
Nuveen, LLC 0.04% Reduce -35.2% 1,738,758 $133.3M
Bessemer Group Inc. 0.22% Add +195.0% 1,730,089 $132.6M
American Century Companies Inc. 0.07% Add +54.7% 1,728,659 $132.5M
Manning & Napier Advisors LLC 1.58% Reduce -19.3% 1,725,790 $132.3M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +20.3% 1,585,128 $121.5M
Allspring Global Investments Holdings, LLC 0.20% Reduce -12.1% 1,554,256 $119.2M
Charles-Lim Capital Ltd 28.66% Reduce -14.3% 1,500,000 $115.0M
UBS Group AG 0.02% Reduce -31.2% 1,447,591 $111.0M
Driehaus Capital Management LLC 0.88% New 1,429,661 $109.6M
Dimensional Fund Advisors LP 0.03% Add +7.6% 1,413,930 $108.4M
Boston Partners 0.12% New 1,408,128 $108.0M
Mawer Investment Management Ltd. 0.55% Add +2.8% 1,408,023 $108.0M
Connor, Clark & Lunn Investment Management Ltd. 0.37% Add +3.5% 1,365,039 $104.7M
DJE Kapital AG 2.53% Add +73.2% 1,366,492 $104.0M
CIBC Private Wealth Group LLC 0.17% Add +3.5% 1,240,383 $95.1M
Earnest Partners LLC 0.42% Reduce -2.1% 1,209,333 $92.7M
Envestnet Asset Management Inc. 0.03% Add +5.1% 1,206,825 $92.5M
Baird Financial Group, Inc. 0.16% Add +17.9% 1,202,639 $92.2M
State Street Corp. 0.00% Reduce -13.0% 1,198,991 $91.9M
Formuepleje A/S 5.21% No change 1,374,361 $91.3M
Janus Henderson Group PLC 0.04% Add +27.3% 1,180,927 $90.5M
State of New Jersey Common Pension Fund D 0.35% Add +1.2% 1,170,223 $89.7M
Steadfast Capital Management LP 1.63% Reduce -9.4% 1,139,500 $87.4M
1832 Asset Management L.P. 0.15% Reduce -7.1% 1,113,600 $85.4M
Millennium Management 0.08% Reduce -71.0% 1,108,923 $85.0M
Perpetual Ltd 0.99% Add +1.4% 1,101,834 $84.5M
Intermede Investment Partners Ltd 2.56% Reduce -7.8% 1,083,185 $83.0M
Citigroup Inc. 0.06% Reduce -23.7% 1,048,340 $80.4M
ARGA Investment Management, LP 2.15% Reduce -34.2% 1,023,201 $78.4M
William Blair Investment Management, LLC 0.21% Reduce -12.7% 1,011,708 $77.6M
Two Sigma Investments, LP 0.15% Add +740.4% 1,011,715 $77.6M
Flossbach Von Storch SE 0.31% Reduce -7.0% 975,655 $74.8M
T. Rowe Price Associates Inc. 0.01% Reduce -7.3% 962,532 $73.8M
Northern Trust Corp. 0.01% Reduce -12.9% 958,692 $73.5M
Jane Street Group, LLC 0.12% New 954,373 $73.2M
Impax Asset Management Group plc 0.41% Reduce -8.6% 951,971 $72.1M
Mackenzie Financial Corp. 0.09% Reduce -2.6% 913,804 $70.1M
Mirae Asset Global Investments Co., Ltd. 0.24% Reduce -18.1% 890,911 $68.3M
Two Sigma Advisers, LP 0.14% Reduce -8.2% 879,400 $67.4M
Public Employees Retirement System of Ohio 0.22% Reduce -7.1% 860,958 $66.0M
Hudson Edge Investment Partners Inc. 9.85% Reduce -12.3% 751,000 $57.6M
Indus Capital Partners, LLC 71.33% Reduce -11.0% 743,077 $57.0M
OMERS ADMINISTRATION Corp 0.44% No change 737,018 $56.5M
Deutsche Bank AG 0.02% Reduce -13.3% 728,168 $55.8M
Valiant Capital Management, L.P. 4.20% Add +4.6% 710,000 $54.4M
HSBC Holdings PLC 0.04% Reduce -4.5% 725,703 $54.2M
Ninety One UK Ltd 0.13% Add +20.4% 702,501 $53.9M
Acadian Asset Management LLC 0.11% Add +140.8% 702,004 $53.8M
Milestone Resources Group Ltd 2.74% New 684,624 $52.5M
Two Creeks Capital Management, LP 3.39% Reduce -30.2% 665,970 $51.1M
Public Employees Retirement Association of Colorado 0.19% No change 644,420 $49.4M
Raymond James Financial Inc. 0.02% Add +0.9% 613,958 $47.1M
Legal & General Group Plc 0.01% Reduce -2.6% 610,898 $46.8M
Pinebridge Investments, L.P. 0.36% Add +140.2% 598,900 $45.9M
Aberdeen Group plc 0.08% Add +68.7% 594,159 $45.4M
Pzena Investment Management LLC 0.15% Add +13.8% 583,478 $44.7M
Meitav Investment House Ltd. 0.59% Add +32.2% 575,000 $44.1M
Polen Capital Management LLC 0.13% Reduce -12.3% 570,679 $43.8M
Ashoka WhiteOak Capital Pte Ltd 14.74% Reduce -28.4% 360,500 $43.4M
Marathon Asset Management Ltd 1.27% Reduce -6.8% 512,976 $39.7M
Discovery Capital Management, LLC / CT 3.14% Add +100.2% 514,900 $39.5M
BNP Paribas Financial Markets 0.03% Reduce -15.0% 483,235 $37.0M
BI Asset Management Fondsmaeglerselskab A/S 0.35% Add +14.2% 464,079 $35.6M
CI Investments Inc. 0.13% New 455,401 $34.9M
Boston Common Asset Management, LLC 0.97% Add +5.8% 451,858 $34.6M
Dundas Partners LLP 2.36% Add +12.7% 443,405 $34.0M
Goldman Sachs Group Inc. 0.01% Reduce -51.0% 433,392 $33.2M
Orbis Allan Gray Ltd 0.16% Reduce -7.0% 419,431 $32.2M
Wells Fargo & Company 0.01% Add +2.0% 414,384 $31.8M
B. Metzler seel. Sohn & Co. AG 0.29% Add +11.9% 394,663 $30.3M
Westwood Global Investments, LLC 0.81% No change 393,475 $30.2M
Todd Asset Management LLC 0.64% Add +0.3% 386,011 $29.6M
Ovata Capital Management Ltd 6.34% Reduce -53.5% 380,196 $29.3M
Gilder Gagnon Howe & Co. LLC 0.29% Add +14.5% 357,062 $27.4M
NS Partners Ltd 1.10% New 351,789 $27.0M
Pictet Asset Management Holding SA 0.03% Reduce -17.4% 350,333 $26.9M
New Vernon Capital Holdings II LLC 12.84% Reduce -0.4% 349,059 $26.8M
Alliancebernstein L.P. 0.01% Add +366.9% 345,285 $26.5M
New York State Common Retirement Fund 0.03% Add +96.4% 332,231 $25.5M
Canoe Financial LP 0.36% Reduce -13.4% 326,390 $25.0M
Marshall Wace, LLP 0.03% Reduce -59.7% 319,620 $24.5M
DekaBank Deutsche Girozentrale 0.04% Reduce -6.5% 301,487 $23.0M
Barings LLC 0.55% Reduce -6.8% 297,762 $22.8M
Comgest Global Investors S.A.S. 0.38% Reduce -11.3% 292,861 $22.5M
Cabot Wealth Management Inc. 2.66% Reduce -0.2% 292,280 $22.4M
Nordea Investment Management AB 0.02% Reduce -15.6% 293,004 $22.4M
Rathbones Group PLC 0.10% Add +20.2% 290,202 $22.2M
Nomura Asset Management Co. Ltd. 0.06% Reduce -13.0% 277,501 $21.3M
Silvercrest Asset Management Group LLC 0.14% No change 268,893 $20.6M
KLP Kapitalforvaltning As 0.09% Add +8.9% 262,500 $20.3M
Vanguard Group Inc. 0.00% Reduce -3.3% 263,845 $20.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -9.7% 251,711 $19.3M
Tokio Marine Asset Management Co. Ltd. 0.74% Add +4.1% 250,800 $19.2M
Rhumbline Advisers 0.02% Add +7.6% 247,546 $19.0M
Breakout Capital Partners, LP 18.38% No change 244,840 $18.8M
AEGON ASSET MANAGEMENT UK Plc 0.24% Add +0.5% 243,641 $18.7M
Teachers Retirement System of the State of Kentucky 0.15% No change 236,180 $18.1M
Lancaster Investment Management 5.66% Add +6.5% 231,000 $17.7M
Neuberger Berman Group LLC 0.01% Add +13.9% 229,407 $17.6M
Oppenheimer Asset Management Inc. 0.20% Reduce -2.7% 226,877 $17.4M
State of Michigan Retirement System 0.09% Add +18.1% 224,300 $17.2M
Allianz Asset Management GmbH 0.02% Reduce -27.1% 207,455 $15.9M
Burgundy Asset Management Ltd. 0.15% Reduce -3.9% 195,956 $15.0M
HighTower Advisors, LLC 0.02% Reduce -8.9% 195,412 $15.0M
Amundi 0.01% Add +3.8% 195,714 $14.9M
Jacobson & Schmitt Advisors, LLC 2.63% Add +15.3% 193,834 $14.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.13% Reduce -2.2% 192,957 $14.8M
CIBC Asset Management Inc 0.05% Reduce -4.9% 191,529 $14.6M
MayTech Global Investments, LLC 1.50% Add +4.0% 188,950 $14.5M
GCM Grosvenor Holdings, LLC 2.08% Reduce -8.6% 188,799 $14.5M
Causeway Capital Management LLC 0.23% Add +46.8% 187,589 $14.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.82% Reduce -6.3% 177,170 $13.6M
Skerryvore Asset Management Ltd 10.88% Reduce -10.8% 176,152 $13.5M
Theleme Partners LLP 0.82% Reduce -64.9% 175,800 $13.5M
Zevin Asset Management LLC 1.92% Add +0.3% 174,257 $13.4M
Vontobel Holding Ltd. 0.04% Add +3.6% 169,608 $13.0M
Helios Capital Management Pte. Ltd. 9.95% Add +5.0% 168,700 $12.9M
Federation des caisses Desjardins du Quebec 0.06% Add +23.5% 165,876 $12.7M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -94.5% 164,400 $12.6M
KBC Group NV 0.03% No change 159,501 $12.2M
Vise Technologies, Inc. 0.50% — 157,441 $12.1M
BNP Paribas 0.39% Reduce -7.3% 156,080 $12.0M
Value Partners Investments Inc. 0.88% Reduce -0.1% 147,042 $11.3M
US Bancorp \de 0.01% Reduce -2.0% 146,861 $11.3M
Orion Porfolio Solutions, LLC 0.10% Add +14.3% 146,477 $11.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.31% Reduce -15.1% 141,658 $10.9M
AXA S.A. 0.03% Reduce -12.0% 140,972 $10.8M
Deprince Race & Zollo Inc. 0.22% Add +4.6% 138,774 $10.6M
Templeton & Phillips Capital Management, LLC 7.58% No change 136,755 $10.5M
Veritas Asset Management LLP 0.10% Reduce -9.9% 135,976 $10.4M
Zurich Insurance Group Ltd 0.08% Reduce -16.7% 135,293 $10.4M
ANTIPODES PARTNERS Ltd 0.31% Add +152.7% 132,410 $10.2M
Banque Pictet & Cie SA 0.11% Add +16.3% 131,696 $10.1M
Scotia Capital Inc. 0.05% Add +484.4% 127,798 $9.8M
Azimuth Capital Investment Management LLC 0.36% Add +80.6% 127,117 $9.7M
LPL Financial LLC 0.00% Reduce -11.2% 124,260 $9.5M
SPX Gestao de Recursos Ltda 0.88% Reduce -39.4% 123,077 $9.4M
Cooper Investors PTY Ltd. 1.70% Reduce -11.4% 121,703 $9.3M
Matthews International Capital Management LLC 2.11% Reduce -54.6% 118,836 $9.1M
Nicola Wealth Management LTD. 0.83% Reduce -29.4% 115,000 $8.8M
Employees Retirement System of Texas 0.08% Reduce -9.4% 114,335 $8.8M
Explore Capital Management, LLC 6.15% — 113,380 $8.7M
Ninety One North America, Inc. 0.43% Add +64.6% 113,162 $8.7M
Trillium Asset Management, LLC 0.23% Reduce -7.5% 109,816 $8.4M
E. Ohman J:or Asset Management AB 0.21% Reduce -11.7% 109,100 $8.4M
Jupiter Asset Management Ltd. 0.07% Reduce -65.1% 108,676 $8.3M
O'shaughnessy Asset Management, LLC 0.06% Add +48.5% 107,206 $8.2M
Abn Amro Investment Solutions 0.16% Add +27.2% 104,525 $8.0M
Balyasny Asset Management L.P. 0.02% New 101,197 $7.8M
United Capital Financial Advisors, LLC 0.06% Add +15.5% 100,577 $7.7M
Kestra Private Wealth Services, LLC 0.11% Reduce -0.1% 99,612 $7.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.63% No change 99,200 $7.6M
Fayez Sarofim & Co 0.02% Add +1.2% 95,025 $7.3M
NINE MASTS CAPITAL Ltd 3.02% Reduce -60.6% 94,657 $7.3M
Aperture Investors, LLC 0.97% Reduce -4.8% 94,380 $7.2M
Stifel Financial Corp. 0.01% Add +6.1% 93,379 $7.2M
Janney Capital Management LLC 0.46% Reduce -2.3% 93,255 $7.2M
Marietta Investment Partners LLC 1.52% Reduce -0.5% 90,513 $6.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% New 89,963 $6.9M
Raiffeisen Bank International AG 0.10% Reduce -53.3% 90,163 $6.8M
Vanguard Personalized Indexing Management, LLC 0.08% Add +52.2% 87,741 $6.7M
Axiom Investors LLC 0.05% Add +197.9% 86,700 $6.6M
Motley Fool Wealth Management, LLC 0.40% Reduce -14.6% 86,613 $6.6M
Bank of Montreal 0.00% Add +3.5% 84,920 $6.5M
Oaktree Capital Management 0.17% Reduce -5.4% 84,843 $6.5M
PNC Financial Services Group, Inc. 0.00% Reduce -2.5% 84,540 $6.5M
Immersion Capital LLP 6.42% Reduce -72.0% 83,205 $6.4M
Channing Global Advisors, LLC 4.11% Reduce -1.1% 83,007 $6.4M
Quantinno Capital Management LP 0.03% Add +79.4% 82,031 $6.3M
Dalton Investments, Inc. 3.32% No change 81,700 $6.3M
Cerity Partners LLC 0.01% Reduce -11.6% 81,399 $6.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.18% Add +68.3% 81,290 $6.2M
Van Eck Associates Corp. 0.01% Add +0.5% 80,808 $6.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -98.1% 79,711 $6.1M
MML Investors Services, LLC 0.02% Add +41.8% 79,205 $6.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% Add +17.4% 79,028 $6.1M
LGT Group Foundation 0.07% Reduce -5.0% 77,614 $6.0M
Pathstone Holdings, LLC 0.02% Add +6.3% 76,876 $5.9M
Callan Family Office, LLC 0.19% Add +200.8% 76,645 $5.9M
Ninety One SA (Pty) Ltd 0.94% Add +49.6% 74,254 $5.7M
Vident Advisory, LLC 0.06% Add +4.2% 71,545 $5.5M
Ethic Inc. 0.10% Add +2.1% 70,389 $5.4M
Hantz Financial Services, Inc. 0.09% Add +14.5% 70,070 $5.4M
First Trust Bank, Ltd. 28.45% New 70,000 $5.4M
Kornitzer Capital Management Inc. 0.11% Reduce -17.6% 70,000 $5.4M
GUARDCAP ASSET MANAGEMENT Ltd 0.10% Reduce -4.3% 69,720 $5.3M
Quadrant Capital Group LLC 0.19% Add +139.1% 69,478 $5.3M
M&T Bank Corp 0.02% Add +3.9% 69,476 $5.3M
Crossmark Global Holdings, Inc. 0.09% Add +8.9% 69,136 $5.3M
Oaktree Fund Advisors, LLC 9.21% Add +3.5% 67,942 $5.2M
DSM Capital Partners LLC 0.08% Reduce -1.6% 66,905 $5.1M
Foresight Global Investors, Inc. 3.64% Reduce -69.7% 66,806 $5.1M
Creative Planning 0.00% Add +3.7% 66,404 $5.1M
Mariner, LLC 0.01% Add +14.0% 64,860 $5.0M
Avantax Advisory Services, Inc. 0.03% Add +0.7% 62,729 $4.8M
Eagle Global Advisors LLC 0.19% Add +0.2% 61,995 $4.8M
GMO 0.01% Reduce -0.5% 61,390 $4.7M
Profund Advisors LLC 0.17% Add +26.9% 59,928 $4.6M
AQR Capital Management 0.00% Reduce -27.4% 60,267 $4.6M
Letko, Brosseau & Associates Inc. 0.09% Add +2.9% 58,980 $4.5M
Fifth Third Bancorp 0.02% Reduce -2.0% 58,274 $4.5M
GAM Holding AG 0.31% Add +15.1% 57,567 $4.4M
Principal Financial Group Inc. 0.00% No change 57,425 $4.4M
Vision Financial Markets LLC 4.11% Add +5689900.0% 56,900 $4.4M
Greenfield Seitz Capital Management, LLC 1.52% Reduce -0.2% 55,946 $4.3M
Rockefeller Capital Management L.P. 0.01% Add +26.8% 55,753 $4.3M
DAVENPORT & Co LLC 0.02% Reduce -22.6% 55,061 $4.2M
S-Bank Fund Management Ltd 0.61% Reduce -10.1% 53,925 $4.1M
Baron Capital (BAMCO) 0.01% No change 53,595 $4.1M
Citadel Advisors 0.00% Add +162.8% 52,673 $4.0M
First Trust Advisors LP 0.00% Add +29.3% 51,551 $4.0M
Brandes Investment Partners, LP 0.04% Reduce -1.4% 51,125 $3.9M
Alps Advisors Inc. 0.02% No change 51,000 $3.9M
Guggenheim Capital LLC 0.03% Add +24.4% 50,220 $3.9M
Schwartz Investment Counsel Inc. 0.13% No change 50,050 $3.8M
Captrust Financial Advisors 0.01% Add +0.9% 48,685 $3.7M
Prudential Financial Inc. 0.00% Add +0.8% 48,658 $3.7M
Renaissance Technologies 0.01% New 48,600 $3.7M
Madison Asset Management, LLC 0.04% Reduce -19.0% 48,447 $3.7M
Aviva PLC 0.01% No change 47,072 $3.6M
Federated Hermes, Inc. 0.01% Add +9.4% 46,688 $3.6M
Loomis Sayles & Co. L P 0.00% Add +52.3% 46,035 $3.5M
Atria Investments, Inc 0.04% Add +14.0% 45,843 $3.5M
Clough Capital Partners L P 0.34% Reduce -8.6% 43,760 $3.4M
Truist Financial Corp. 0.00% Reduce -0.1% 43,185 $3.3M
HRT Financial LP 0.01% New 43,162 $3.3M
Bank Pictet & Cie (Europe) AG 0.07% Add +10.1% 42,474 $3.3M
Trek Financial, LLC 0.22% New 42,300 $3.2M
Henry James International Management Inc. 1.05% Add +0.1% 41,743 $3.2M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +0.9% 41,393 $3.2M
Naviter Wealth, LLC 0.38% Add +5.0% 40,339 $3.1M
Dnca Finance 0.24% Reduce -2.5% 39,800 $3.1M
Southeastern Asset Management Inc. 0.15% Reduce -16.7% 39,094 $3.0M
Northwest & Ethical Investments L.P. 0.07% No change 39,067 $3.0M
Blue Trust, Inc. 0.03% Add +14.8% 37,602 $2.9M
Longfellow Investment Management Co. LLC 0.71% No change 37,208 $2.9M
Keybank National Association 0.01% Reduce -0.0% 36,569 $2.8M
Laird Norton Wetherby Wealth Management, LLC 0.12% — 36,498 $2.8M
LBP Am SA 0.04% Reduce -15.2% 36,300 $2.8M
Advisors Asset Management, Inc. 0.05% Add +0.2% 35,560 $2.7M
Daiwa Securities Group Inc. 0.01% Add +116.7% 34,510 $2.6M
Sequoia Financial Advisors, LLC 0.02% Add +3.4% 34,073 $2.6M
Tobam 1.00% Reduce -11.2% 33,447 $2.6M
Calamos Advisors LLC 0.02% Add +59.4% 33,266 $2.6M
Barclays PLC 0.00% Add +228.6% 33,029 $2.5M
Tower View Wealth Management LLC 1.30% New 32,771 $2.5M
NewEdge Advisors, LLC 0.01% Add +179.0% 32,581 $2.5M
Lansforsakringar Fondforvaltning AB (publ) 0.01% Reduce -19.3% 32,143 $2.5M
Choreo, LLC 0.03% Reduce -2.2% 31,443 $2.4M
Blue Capital, Inc. 1.66% — 30,513 $2.3M
Stamos Capital Partners, L.P. 0.42% Add +44.9% 30,502 $2.3M
Legacy Wealth Asset Management, LLC 0.59% Reduce -17.7% 30,321 $2.3M
Sanctuary Advisors, LLC 0.01% Add +7.0% 29,980 $2.3M
Coronation Fund Managers Ltd. 0.12% Reduce -86.8% 29,459 $2.3M
Naples Global Advisors, LLC 0.19% Add +0.9% 29,154 $2.2M
Park Avenue Securities LLC 0.02% New 29,117 $2.2M
NFJ Investment Group, LLC 0.08% Reduce -31.4% 29,082 $2.2M
Brooklyn Investment Group 0.29% Add +197.8% 28,582 $2.2M
Sarasin & Partners LLP 0.02% Reduce -26.9% 28,205 $2.2M
Banque Cantonale Vaudoise 0.09% Reduce -29.0% 28,146 $2.2M
Corient Private Wealth LP 0.00% Reduce -7.0% 28,053 $2.2M
Cloverfields Capital Group, LP 0.63% Add +6.5% 27,790 $2.1M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -49.2% 25,871 $2.0M
Brevan Howard Capital Management LP 0.02% Add +43.9% 25,872 $2.0M
West Family Investments, Inc. 0.51% Add +53.7% 25,494 $2.0M
WINTON GROUP Ltd 0.10% No change 25,350 $1.9M
W1M Investment Management Ltd 0.03% Reduce -0.8% 25,200 $1.9M
Compound Planning, Inc. 0.07% Add +34.8% 24,857 $1.9M
Deltec Asset Management LLC 0.34% Reduce -7.5% 24,600 $1.9M
Triglav Investments, D.O.O. 0.14% No change 24,500 $1.9M
Henshaw Capital LLC 0.07% Add +105.9% 23,941 $1.8M
Virtus Advisers, LLC 1.14% New 23,850 $1.8M
Figure 8 Investment Strategies LLC 1.78% Add +1.9% 23,830 $1.8M
QRG Capital Management, Inc. 0.02% Add +5.8% 23,718 $1.8M
Aubrey Capital Management Ltd 0.66% Add +20.7% 23,512 $1.8M
Synovus Financial Corp. 0.02% Reduce -15.1% 23,185 $1.8M
National Bank of Canada 0.00% Reduce -99.3% 22,962 $1.8M
Whittier Trust Co. 0.02% Add +10.5% 22,820 $1.7M
Cetera Investment Advisers 0.00% Reduce -2.3% 22,690 $1.7M
Signaturefd, LLC 0.03% Reduce -2.7% 22,687 $1.7M
Diversified Trust Co. 0.04% Add +593.7% 22,329 $1.7M
Exencial Wealth Advisors, LLC 0.06% Add +7.7% 21,778 $1.7M
L & S Advisors Inc 0.19% New 21,577 $1.7M
Pitcairn Co. 0.11% Reduce -4.7% 21,188 $1.6M
Castleark Management LLC 0.05% Reduce -31.5% 20,630 $1.6M
NewEdge Wealth, LLC 0.02% Reduce -24.3% 19,931 $1.5M
Capital International Sarl 0.03% No change 19,684 $1.5M
Verition Fund Management LLC 0.01% Reduce -78.7% 19,684 $1.5M
Natural Investments, LLC 0.39% Add +1.8% 19,557 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Reduce -19.6% 19,369 $1.5M
Ballentine Partners, LLC 0.02% Reduce -2.4% 19,132 $1.5M
Ieq Capital, LLC 0.01% Add +323.2% 18,858 $1.4M
Sit Investment Associates Inc. 0.03% No change 18,825 $1.4M
Yousif Capital Management, LLC 0.02% Reduce -3.7% 18,796 $1.4M
Marks Group Wealth Management, Inc 0.13% Add +12.4% 18,710 $1.4M
OneDigital Investment Advisors LLC 0.02% Add +6.3% 18,078 $1.4M
Wealth Alliance, LLC 0.15% Reduce -4.7% 17,912 $1.4M
PDS Planning, Inc 0.10% Add +10.7% 17,181 $1.3M
Migdal Insurance & Financial Holdings Ltd. 0.02% No change 16,724 $1.3M
Integrated Quantitative Investments LLC 0.37% Add +33.2% 16,383 $1.3M
Stratos Wealth Partners, LTD. 0.02% New 16,225 $1.2M
Regions Financial Corp. 0.01% Reduce -16.2% 16,215 $1.2M
Shelton Capital Management 0.03% Add +25.4% 16,195 $1.2M
Calamos Wealth Management LLC 0.05% Add +5.8% 15,965 $1.2M
CenterBook Partners LP 0.07% Add +1.3% 15,405 $1.2M
Hamilton Capital Partners Inc. 0.06% Add +20.7% 15,134 $1.2M
Rehmann Capital Advisory Group 0.07% Add +1.4% 15,022 $1.2M
Nisa Investment Advisors, LLC 0.01% Add +1.3% 14,694 $1.1M
Freemont Capital Pte Ltd 0.02% New 14,000 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -16.8% 13,880 $1.1M
Handelsbanken Fonder AB 0.00% No change 13,750 $1.1M
Cresset Asset Management, LLC 0.01% Add +18.4% 13,737 $1.1M
Bank of Nova Scotia 0.00% Reduce -36.7% 13,573 $1.0M
Grandeur Peak Global Advisors, LLC 0.13% No change 13,554 $1.0M
One Wealth Advisors, LLC 0.14% Add +2.2% 13,498 $1.0M
HighVista Strategies LLC 0.37% Reduce -27.4% 13,241 $1.0M
Segall Bryant & Hamill, LLC 0.01% New 13,000 $997K
TD Asset Management Inc 0.00% No change 12,871 $987K
Gibbs Wealth Management 0.19% Add +21.8% 12,861 $986K
State of Wyoming 0.12% Add +20.4% 12,796 $981K
Ritholtz Wealth Management 0.02% Add +65.8% 12,785 $980K
OneAscent Investment Solutions LLC 1.04% Reduce -10.7% 12,695 $973K
Coldstream Capital Management Inc. 0.02% Add +185.5% 12,443 $954K
Skandinaviska Enskilda Banken AB (publ) 0.00% New 12,275 $941K
Osaic Holdings, Inc. 0.00% Add +49.4% 12,513 $938K
Man Group plc 0.00% Add +73.3% 11,838 $908K
FourThought Financial Partners, LLC 0.09% Add +18.9% 11,830 $907K
Kestra Advisory Services, LLC 0.00% Reduce -10.2% 11,801 $905K
Wealth Enhancement Advisory Services, LLC 0.00% Add +32.4% 11,350 $869K
Fiduciary Trust Co 0.01% Reduce -1.9% 11,194 $858K
Mercer Global Advisors Inc. 0.00% Reduce -19.4% 11,185 $858K
Aaron Wealth Advisors LLC 0.09% Add +34.6% 10,866 $833K
Financial Perspectives, Inc 0.25% Add +1.3% 10,769 $826K
Artemis Investment Management LLP 0.01% Reduce -3.1% 10,647 $816K
Sapient Capital LLC 0.01% Reduce -9.0% 10,464 $802K
Genus Capital Management Inc. 0.10% Add +5.1% 10,252 $786K
Focus Partners Advisor Solutions, LLC 0.01% Add +14.3% 10,229 $785K
Evoke Wealth, LLC 0.02% Add +1.4% 10,216 $783K
Toronto Dominion Bank 0.00% Add +11.3% 10,132 $778K
&partners 0.01% Add +41.8% 10,117 $777K
Whittier Trust Co. of Nevada Inc. 0.02% Add +55.5% 10,068 $772K
Sather Financial Group Inc 0.04% New 10,000 $767K
Sagespring Wealth Partners, LLC 0.02% Add +78.7% 9,798 $751K
Rakuten Securities, Inc. 0.29% Add +988.2% 9,783 $750K
IFP Advisors, Inc 0.02% Add +17.0% 9,733 $746K
Tudor Investment Corporation 0.01% Add +19.2% 9,685 $743K
Commonwealth Equity Services, LLC 0.00% Add +1.1% 9,679 $742K
Wolverine Trading, LLC 0.02% New 9,538 $735K
Tidal Investments LLC 0.00% New 9,554 $733K
Integrity Alliance, Llc. 0.04% New 9,350 $717K
Portside Wealth Group, LLC 0.11% Add +3.6% 9,340 $716K
Los Angeles Capital Management LLC 0.00% Add +98.5% 30,059 $702K
Summitry LLC 0.03% Add +24.5% 9,130 $700K
May Hill Capital, LLC 0.23% Add +49.6% 9,050 $694K
Premier Fund Managers Ltd 0.03% Reduce -6.3% 8,977 $692K
Focus Partners Wealth 0.00% New 9,019 $692K
DMC Group, LLC 0.53% Add +20.9% 8,965 $687K
Grey Ledge Advisors, LLC 0.17% No change 8,795 $674K
Bridgewater Advisors Inc. 0.05% Reduce -0.5% 8,658 $671K
Leonteq Securities AG 0.04% Reduce -59.1% 8,658 $664K
Thornburg Investment Management Inc. 0.01% Reduce -80.0% 8,493 $651K
Pictet North America Advisors SA 0.07% No change 8,464 $649K
CogentBlue Wealth Advisors, LLC 0.48% Add +19.4% 8,234 $631K
Blair William & Co. 0.00% Add +10.6% 8,219 $630K
iA Global Asset Management Inc. 0.01% Reduce -1.1% 8,104 $621K
Fca Corp. 0.18% No change 8,000 $613K
CW Advisors, LLC 0.01% Reduce -46.9% 7,967 $611K
Private Advisor Group, LLC 0.00% Add +0.9% 7,955 $610K
Sivia Capital Partners, LLC 0.20% Add +24.5% 7,840 $601K
Cibc World Market Inc. 0.00% Reduce -80.3% 7,805 $597K
Level Four Advisory Services, LLC 0.02% Add +3.0% 7,681 $589K
Platform Technology Partners 0.15% No change 7,644 $586K
Janney Montgomery Scott LLC 0.00% Reduce -0.6% 7,595 $582K
Union Bancaire Privee, UBP SA 0.01% No change 7,500 $578K
Diversify Advisory Services, LLC 0.02% Reduce -15.0% 7,774 $574K
Hyperion Capital Advisors LP 0.36% No change 7,420 $569K
Harbour Capital Advisors, LLC 0.12% Reduce -1.2% 7,460 $568K
BSW Wealth Partners 0.08% Reduce -4.2% 7,227 $554K
SG Americas Securities, LLC 0.00% Reduce -60.3% 7,121 $546K
Advisor OS, LLC 0.05% Add +12.0% 7,042 $540K
Militia Capital Partners, LP 0.25% Add +93.9% 7,022 $538K
Murphy & Mullick Capital Management Corp 0.42% Reduce -0.1% 6,780 $521K
InTrack Investment Management Inc 0.35% New 6,708 $514K
Aprio Wealth Management, LLC 0.06% Add +23.6% 6,706 $514K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -51.9% 6,663 $511K
Ratan Capital Management LP 0.23% No change 6,500 $498K
HB Wealth Management, LLC 0.00% Reduce -16.1% 6,445 $494K
Flow Traders U.S. LLC 0.02% New 6,405 $491K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +105.3% 6,320 $485K
Jones Financial Companies LLLP 0.00% Add +104.7% 6,234 $480K
Glenmede Investment Management, LP 0.00% — 6,250 $479K
Flputnam Investment Management Co. 0.01% Add +93.0% 6,210 $476K
Sterling Capital Management LLC 0.01% Reduce -2.7% 6,019 $461K
Endowment Wealth Management, Inc. 0.24% Add +0.5% 6,011 $461K
Peapack Gladstone Financial Corp. 0.01% Add +10.6% 5,914 $453K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +8.7% 5,906 $453K
Townsquare Capital LLC 0.04% Reduce -90.8% 5,878 $451K
Snowden Capital Advisors LLC 0.01% Add +5.8% 5,707 $438K
Hamilton Capital, LLC 0.02% Add +81.9% 5,662 $434K
Alliance Wealth Advisors, LLC 0.10% Reduce -3.6% 5,605 $430K
Capula Management Ltd 0.01% Reduce -98.2% 5,574 $427K
Wealthstream Advisors, Inc. 0.07% Add +27.4% 5,543 $425K
Brookstone Capital Management 0.01% New 5,467 $419K
GAMMA Investing LLC 0.03% Add +123.1% 5,335 $409K
Atria Wealth Solutions, Inc. 0.01% Reduce -50.4% 5,192 $402K
Tectonic Advisors LLC 0.02% Add +2.3% 4,978 $382K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.55% No change 4,900 $376K
Erste Asset Management GmbH 0.00% Add +0.0% 4,855 $374K
MJP Associates Inc. 0.05% Add +11.6% 4,810 $369K
TD Private Client Wealth LLC 0.01% Reduce -1.5% 4,810 $369K
Dividend Assets Capital, LLC 0.06% No change 4,645 $356K
Mgo One Seven LLC 0.01% Reduce -38.5% 4,621 $354K
Parallel Advisors, LLC 0.01% Reduce -5.0% 4,574 $351K
Institute for Wealth Management, LLC. 0.04% Reduce -4.3% 4,573 $351K
Canopy Partners, LLC 0.13% No change 4,572 $351K
World Equity Group, Inc. 0.10% New 4,564 $350K
D.B. Root & Company, LLC 0.10% Reduce -22.7% 4,554 $349K
Norden Group LLC 0.04% Add +1.8% 4,495 $345K
National Philanthropic Trust 0.00% No change 4,452 $341K
Independent Financial Group, LLC 0.01% Add +1.3% 4,450 $341K
SeaBridge Investment Advisors LLC 0.06% No change 4,296 $329K
MAI Capital Management 0.00% Add +776.2% 4,276 $328K
Scott Marsh Financial, LLC 0.12% — 4,254 $326K
Thoroughbred Financial Services, LLC 0.02% Add +0.3% 4,253 $326K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 4,197 $322K
Avior Wealth Management, LLC 0.01% Reduce -5.2% 4,178 $320K
Resonant Capital Advisors, LLC 0.02% New 4,150 $318K
Farther Finance Advisors, LLC 0.01% Add +50.7% 4,137 $317K
Thrivent Financial for Lutherans 0.00% Reduce -38.4% 4,083 $315K
Hilltop Holdings Inc. 0.02% Add +7.8% 4,102 $315K
Leavell Investment Management, Inc. 0.01% No change 4,085 $313K
Squarepoint Ops LLC 0.00% Reduce -79.5% 4,072 $312K
Diversify Wealth Management, LLC 0.02% Reduce -8.7% 4,195 $310K
Elevation Point Wealth Partners, LLC 0.02% Reduce -28.0% 4,018 $308K
Tower Research Capital LLC (TRC) 0.01% New 3,994 $306K
Icon Wealth Advisors, LLC 0.02% Add +5.7% 3,992 $306K
Cwm, LLC 0.00% Reduce -0.4% 3,972 $305K
GeoWealth Management, LLC 0.01% Reduce -1.2% 3,948 $303K
Xponance LLC 0.00% Add +0.8% 3,912 $300K
Brighton Jones LLC 0.01% New 3,910 $300K
First Affirmative Financial Network 0.15% Add +10.1% 3,902 $299K
Personal Cfo Solutions, LLC 0.05% Add +11.3% 3,843 $295K
Spire Wealth Management 0.01% Reduce -4.1% 3,826 $293K
Commerce Bank 0.00% Add +3.3% 3,823 $293K
Merit Financial Group, LLC 0.00% New 3,812 $292K
Prelude Capital Management, LLC 0.03% Add +17.2% 3,810 $292K
Sompo Asset Management Co., Ltd. 0.05% No change 3,810 $292K
HBK Sorce Advisory LLC 0.01% Reduce -10.6% 3,783 $290K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -33.0% 3,758 $288K
Panagora Asset Management Inc. 0.00% No change 3,720 $285K
EP Wealth Advisors, LLC 0.00% New 3,653 $280K
Aspen Grove Capital, LLC 0.05% Reduce -3.2% 3,633 $279K
EverSource Wealth Advisors, LLC 0.01% Add +48.7% 3,629 $278K
Principal Securities, Inc. 0.01% Add +55.3% 3,580 $274K
Riverbridge Partners LLC 0.00% Reduce -1.0% 3,578 $274K
UMB Bank, n.a. 0.00% Add +10.4% 3,578 $274K
Keel Point, LLC 0.02% New 3,535 $271K
Westpac Banking Corp. 0.02% New 3,495 $268K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +14.9% 3,484 $267K
Savant Capital, LLC 0.00% New 3,422 $262K
Apollon Wealth Management, LLC 0.01% Reduce -0.9% 3,394 $260K
Intrust Bank NA 0.02% New 3,367 $258K
Baron Wealth Management LLC 0.09% Reduce -23.0% 3,352 $257K
Kathmere Capital Management, LLC 0.02% New 3,275 $251K
Crestwood Advisors Group, LLC 0.00% New 3,271 $251K
Foster Group, Inc. 0.01% No change 3,262 $250K
Insigneo Advisory Services, LLC 0.02% Add +4.9% 3,244 $249K
Mather Group, Llc. 0.00% Reduce -11.3% 3,220 $247K
Dynamic Advisor Solutions LLC 0.01% New 3,212 $246K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 3,100 $238K
Hardy Reed LLC 0.02% New 3,065 $235K
Storebrand Asset Management As 0.00% Reduce -12.7% 3,053 $234K
Hilltop National Bank 0.06% — 3,041 $233K
Aviso Financial Inc. 0.01% Add +4.5% 3,026 $232K
Syon Capital LLC 0.02% New 3,009 $231K
Harris Associates (Oakmark Funds) 0.00% New 3,000 $230K
Alpha Cubed Investments, LLC 0.01% New 2,993 $229K
Journey Strategic Wealth LLC 0.01% New 2,992 $229K
OneAscent Family Office, LLC 0.22% New 2,976 $228K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -1.9% 2,961 $228K
Dakota Wealth Management 0.00% Reduce -27.5% 2,952 $226K
Altfest L J & Co. Inc. 0.03% New 2,909 $223K
Macquarie Group Ltd. 0.00% Add +1052.0% 2,903 $223K
Confluence Investment Management LLC 0.00% Reduce -7.0% 2,884 $221K
Greenleaf Trust 0.00% New 2,876 $221K
Blue Barn Wealth, LLC 0.10% New 2,837 $218K
LRI Investments, LLC 0.02% Add +40.1% 2,812 $216K
17 Capital Partners, LLC 0.12% New 2,700 $207K
Courier Capital LLC 0.01% New 2,677 $205K
Walleye Capital LLC 0.00% Add +697.0% 2,662 $204K
Penserra Capital Management LLC 0.00% New 2,652 $203K
Advisors Capital Management, LLC 0.00% New 2,643 $203K
First Horizon Advisors, Inc. 0.01% Add +12.0% 2,548 $195K
Fairtree Asset Management (Pty) Ltd 0.14% No change 2,394 $184K
Avanda Investment Management Pte. Ltd. 0.10% Reduce -67.9% 2,368 $182K
Allworth Financial LP 0.00% Add +53.8% 2,231 $171K
Hollencrest Capital Management 0.01% No change 2,121 $163K
Grove Bank & Trust 0.02% No change 2,115 $162K
Smartleaf Asset Management LLC 0.01% Add +67.0% 1,960 $151K
Cary Street Partners Investment Advisory LLC 0.07% New 1,858 $142K
Boit C F David 0.06% No change 1,550 $119K
AdvisorNet Financial, Inc 0.01% Add +6.1% 1,538 $118K
BOCHK Asset Management Ltd 0.03% New 1,500 $115K
Northwestern Mutual Wealth Management Co. 0.00% Add +464.3% 1,484 $114K
CoreCap Advisors, LLC 0.00% Add +12727.3% 1,411 $108K
Huntington National Bank 0.00% Add +13.3% 1,349 $103K
JFS Wealth Advisors, LLC 0.01% Add +4.6% 1,072 $82K
Western Pacific Wealth Management, LP 0.08% No change 1,067 $82K
Global Retirement Partners, LLC 0.00% — 1,028 $79K
Cary Street Partners Financial LLC 0.00% New 982 $75K
Pinnacle Bancorp, Inc. 0.02% No change 847 $65K
Lanark Financial, Inc. 0.01% Reduce -4.2% 805 $61K
Physician Wealth Advisors, Inc. 0.01% Reduce -8.4% 793 $61K
Arax Advisory Partners 0.00% Add +517.2% 790 $61K
Cullen/Frost Bankers, Inc. 0.00% Add +19.4% 740 $57K
Park Place Capital Corp 0.01% No change 713 $55K
Horizon Investments, LLC 0.00% Add +28.1% 715 $54K
Assetmark, Inc. 0.00% Add +358.4% 706 $54K
Brown Brothers Harriman & Co. 0.00% Add +161.9% 694 $53K
NewSquare Capital LLC 0.00% Add +136.4% 676 $52K
Graney & King, LLC 0.03% No change 600 $46K
Parkside Financial Bank & Trust 0.00% Add +0.8% 591 $45K
Whipplewood Advisors, LLC 0.02% Add +112.0% 549 $42K
Sierra Ocean, LLC 0.03% Reduce -2.9% 533 $41K
Ridgewood Investments LLC 0.02% No change 510 $39K
J.Safra Asset Management Corp 0.00% No change 510 $39K
Accent Capital Management, LLC 0.02% No change 459 $35K
Larson Financial Group LLC 0.00% Reduce -3.3% 446 $34K
Hara Capital LLC 0.02% No change 431 $33K
Pin Oak Investment Advisors Inc. 0.03% No change 498 $33K
Private Trust Co. NA 0.00% Add +4.1% 406 $31K
Roxbury Financial LLC 0.03% New 394 $30K
Central Pacific Bank - Trust Division 0.00% New 379 $29K
Byrne Asset Management LLC 0.02% No change 375 $29K
Geneos Wealth Management Inc. 0.00% Add +2.4% 343 $26K
Binnacle Investments Inc 0.02% Add +45.9% 340 $26K
Beacon Capital Management, LLC 0.00% No change 340 $26K
CENTRAL TRUST Co 0.00% No change 331 $25K
Harbour Investments, Inc. 0.00% Add +9.4% 326 $25K
Highline Wealth Partners LLC 0.01% Add +11.2% 317 $24K
Asset Dedication, LLC 0.00% No change 305 $23K
Independence Bank of Kentucky 0.00% No change 300 $23K
Foster Dykema Cabot & Partners, LLC 0.00% No change 277 $21K
Frazier Financial Advisors, LLC 0.01% No change 273 $21K
Garde Capital, Inc. 0.00% No change 270 $21K
Clearstead Trust, LLC 0.00% New 265 $20K
Steward Partners Investment Advisory, LLC 0.00% Add +61.6% 265 $20K
Ameritas Advisory Services, LLC 0.00% New 253 $19K
Roble, Belko & Company, Inc 0.00% No change 248 $19K
Twin Peaks Wealth Advisors, LLC 0.01% New 249 $18K
Washington Trust Advisors, Inc. 0.00% No change 230 $18K
Bell Investment Advisors, Inc 0.00% Add +20.3% 219 $17K
CX Institutional 0.00% No change 193 $15K
Westside Investment Management, Inc. 0.00% New 179 $14K
Twin Lakes Capital Management, LLC 0.01% No change 175 $13K
Riggs Asset Managment Co. Inc. 0.00% New 171 $13K
Harbor Investment Advisory, LLC 0.00% No change 171 $13K
Golden State Wealth Management, LLC 0.00% No change 158 $12K
Clearstead Advisors, LLC 0.00% Reduce -30.5% 155 $12K
Thompson Investment Management, Inc. 0.00% No change 152 $12K
TD Capital Management LLC 0.00% New 140 $11K
Wilmington Savings Fund Society, FSB 0.00% Reduce -29.5% 134 $10K
FNY Investment Advisers, LLC 0.00% New 133 $10K
WealthCollab, LLC 0.01% Reduce -4.0% 121 $9K
Capital Analysts, LLC 0.00% Reduce -16.9% 113 $9K
Transce3nd, LLC 0.00% Reduce -89.6% 116 $9K
Salem Investment Counselors Inc. 0.00% Reduce -20.9% 102 $8K
Center for Financial Planning, Inc. 0.00% No change 101 $8K
Centricity Wealth Management, LLC 0.01% No change 96 $7K
Key Financial Inc 0.00% No change 92 $7K
MPWM Advisory Solutions, LLC 0.00% No change 76 $6K
Raffa Wealth Management, LLC 0.00% Reduce -14.8% 75 $6K
Creekmur Asset Management LLC 0.00% New 73 $6K
Bogart Wealth, LLC 0.00% No change 70 $5K
Country Trust Bank 0.00% No change 68 $5K
Retirement Wealth Solutions LLC 0.00% Add +13.7% 58 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 51 $4K
Motco 0.00% New 41 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 36 $3K
WPG Advisers, LLC 0.00% Reduce -50.7% 34 $3K
Rossby Financial, LCC 0.00% No change 33 $3K
Fairman Group, LLC 0.00% No change 32 $2K
Bruce G. Allen Investments, LLC 0.00% No change 32 $2K
Abound Wealth Management 0.00% Reduce -11.4% 31 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 25 $2K
Armstrong Advisory Group, Inc. 0.00% New 24 $2K
Nova Wealth Management, Inc. 0.00% New 24 $2K
Ancora Advisors LLC 0.00% New 23 $2K
Beaird Harris Wealth Management, LLC 0.00% New 21 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 20 $2K
Kimelman & Baird, LLC 0.00% No change 13 $997
High Note Wealth, LLC 0.00% No change 8 $613
Creative Financial Designs Inc. 0.00% Reduce -73.3% 8 $613
Blume Capital Management, Inc. 0.00% New 5 $384
Salomon & Ludwin, LLC 0.00% No change 4 $305
Maseco LLP 0.00% — 1 $77

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