HDFC Bank Ltd.-ADRHDB

13F holders, Q3 2025 (September 30)
638holders −5
67new positions
67sold out
11famous investors
$34.25avg. 13F price*

At the end of Q3 2025, 638 institutions reported holding HDFC Bank Ltd.-ADR (HDB) in their 13F filings, down 5 from Q2 2025. 67 opened new positions and 67 sold out. The largest holders were GQG Partners LLC ($1.8B), Royal Bank of Canada ($1.0B) and Harding Loevner LP ($925.1M). 11 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Howard Marks (0.1% of Oaktree Capital 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions67$142.5M
Exits67$186.6M

All 13F filers, Q2 2025 → Q3 2025: 44,884,080 shares bought and 51,664,430 shares sold, net −6,780,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 638 holders

GQG Partners LLC 2.74% Add +4.6% 52,184,732 $1.8B
Royal Bank of Canada 0.19% Add +6.5% 30,445,775 $1.0B
Harding Loevner LP 6.79% Reduce -4.4% 27,078,614 $925.1M
Schroder Investment Management Group 0.67% Add +18.8% 25,221,130 $861.6M
FIL Ltd 0.66% Reduce -13.8% 24,465,115 $835.7M
Morgan Stanley 0.05% Reduce -8.1% 22,244,812 $759.9M
JPMorgan Chase & Co. 0.04% Add +2.2% 19,204,783 $656.0M
FMR LLC 0.03% Reduce -16.1% 15,895,031 $543.0M
Franklin Resources Inc. 0.12% Add +3.0% 13,884,943 $474.3M
Wellington Management Group LLP 0.08% Reduce -2.8% 13,155,196 $449.4M
Invesco Ltd. 0.07% Reduce -0.9% 12,338,006 $421.5M
Brown Advisory Inc. 0.53% Add +10.7% 11,963,748 $408.7M
Robeco Institutional Asset Management B.V. 0.57% Add +25.1% 11,601,628 $396.3M
Lazard Asset Management LLC 0.53% Add +3.9% 11,476,763 $392.0M
Sustainable Growth Advisers, LP 2.18% Reduce -25.9% 10,914,957 $372.9M
Temasek Holdings (Private) Ltd 1.29% Reduce -38.9% 10,873,380 $371.4M
Massachusetts Financial Services Co. 0.11% Reduce -5.5% 10,209,034 $348.7M
C WorldWide Group Holding A/S 4.93% Add +16.5% 9,362,828 $319.8M
Fiera Capital Corp 1.02% Reduce -3.4% 9,221,356 $315.0M
Fisher Asset Management 0.11% Add +1.1% 9,172,694 $313.3M
PineStone Asset Management Inc. 1.74% Add +0.2% 8,163,734 $278.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +4883.3% 7,944,403 $271.4M
Kontiki Capital Management (HK) Ltd. 13.49% Reduce -1.3% 7,419,143 $253.4M
M&G PLC 1.32% Add +2.3% 6,971,477 $237.0M
Baillie Gifford & Co. 0.17% Reduce -1.5% 6,806,818 $232.5M
Bank of America Corp. 0.02% Add +2.7% 6,363,925 $217.4M
Dodge & Cox 0.11% Add +4.2% 6,214,800 $212.3M
Sands Capital Management, LLC 0.58% Add +7.3% 6,190,788 $211.5M
Trinity Street Asset Management LLP 14.28% Reduce -6.0% 6,133,600 $209.5M
Ameriprise Financial Inc. 0.05% Add +13.8% 6,064,833 $207.1M
BlackRock, Inc. 0.00% Reduce -4.7% 5,537,716 $189.2M
Clearbridge Investments, LLC 0.14% Add +7.6% 5,409,879 $184.8M
Russell Investments Group, Ltd. 0.21% Add +4.7% 5,394,880 $184.3M
Altrinsic Global Advisors LLC 6.74% Add +0.4% 5,335,771 $182.3M
Northcape Capital Pty Ltd 24.85% Reduce -6.5% 5,263,443 $179.8M
Sei Investments Co. 0.19% Reduce -1.9% 5,159,063 $176.2M
Natixis Advisors, LLC 0.25% Add +4.5% 4,998,806 $170.8M
Royal London Asset Management Ltd. 0.35% Add +0.8% 4,816,101 $164.5M
Capital Research Global Investors 0.03% Add +0.1% 4,619,844 $157.8M
Bank of New York Mellon Corp 0.03% Reduce -0.1% 4,455,149 $152.2M
Artisan Partners Limited Partnership 0.21% Add +19.3% 4,363,856 $149.1M
CCLA Investment Management 2.38% Add +2.1% 4,352,450 $149.0M
Aikya Investment Management Ltd 41.39% Add +5.7% 4,328,795 $147.9M
Hardman Johnston Global Advisors LLC 7.17% Add +10.0% 4,269,682 $145.9M
Capital World Investors 0.02% Add +0.6% 4,226,650 $144.4M
Boston Partners 0.14% Add +44.5% 4,070,847 $139.1M
PGGM Investments 2.10% No change 3,799,908 $129.8M
UBS Group AG 0.03% Add +30.8% 3,787,950 $129.4M
American Century Companies Inc. 0.06% Add +2.7% 3,550,742 $121.3M
Manning & Napier Advisors LLC 1.51% Add +0.5% 3,467,459 $118.4M
JARISLOWSKY, FRASER Ltd 0.62% Reduce -8.6% 3,317,169 $113.3M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +2.1% 3,236,519 $110.6M
Driehaus Capital Management LLC 0.78% Add +12.1% 3,205,345 $109.5M
State Street Corp. 0.00% Add +28.4% 3,079,555 $105.2M
DJE Kapital AG 2.53% Reduce -50.0% 1,366,492 $104.0M
Bessemer Group Inc. 0.16% Reduce -13.8% 2,984,104 $101.9M
Mawer Investment Management Ltd. 0.53% Add +5.4% 2,968,430 $101.4M
HSBC Holdings PLC 0.06% Add +104.5% 2,968,521 $100.9M
Dimensional Fund Advisors LP 0.02% Add +2.4% 2,896,262 $98.9M
Nuveen, LLC 0.02% Reduce -21.8% 2,718,472 $92.9M
CIBC Private Wealth Group LLC 0.15% Add +3.6% 2,571,124 $87.8M
Rathbones Group PLC 0.35% Add +329.1% 2,490,530 $85.1M
Steadfast Capital Management LP 1.51% Add +7.2% 2,442,400 $83.4M
Connor, Clark & Lunn Investment Management Ltd. 0.26% Reduce -10.9% 2,431,731 $83.1M
Baird Financial Group, Inc. 0.13% Add +0.1% 2,407,968 $82.3M
Earnest Partners LLC 0.35% Reduce -1.0% 2,393,566 $81.8M
Marshall Wace, LLP 0.09% Add +272.6% 2,381,954 $81.4M
Millennium Management 0.07% Add +6.9% 2,371,689 $81.0M
State of New Jersey Common Pension Fund D 0.30% Add +1.2% 2,369,307 $80.9M
Janus Henderson Group PLC 0.04% Add +0.3% 2,368,975 $80.9M
Allspring Global Investments Holdings, LLC 0.12% Reduce -26.5% 2,284,504 $77.2M
Perpetual Ltd 0.94% Add +1.1% 2,226,964 $76.1M
1832 Asset Management L.P. 0.13% Reduce -0.6% 2,213,106 $75.6M
Envestnet Asset Management Inc. 0.02% Reduce -16.5% 2,015,297 $68.8M
Charles-Lim Capital Ltd 17.43% Reduce -33.3% 2,000,000 $68.3M
Flossbach Von Storch SE 0.27% Add +1.6% 1,982,810 $67.7M
Two Sigma Investments, LP 0.11% Reduce -2.4% 1,975,583 $67.5M
Intermede Investment Partners Ltd 2.74% Reduce -9.8% 1,955,058 $66.8M
Citigroup Inc. 0.04% Reduce -12.2% 1,841,376 $62.9M
Mackenzie Financial Corp. 0.08% Add +0.7% 1,839,758 $62.8M
Northern Trust Corp. 0.01% Reduce -9.1% 1,742,823 $59.5M
Public Employees Retirement System of Ohio 0.18% Reduce -1.1% 1,703,387 $58.2M
Impax Asset Management Group plc 0.34% Reduce -11.4% 1,687,380 $57.6M
Goldman Sachs Group Inc. 0.01% Add +78.6% 1,547,797 $52.9M
Hudson Edge Investment Partners Inc. 8.33% Add +0.3% 1,506,200 $51.5M
OMERS ADMINISTRATION Corp 0.36% No change 1,474,036 $50.4M
Formuepleje A/S 2.81% Reduce -47.1% 1,454,964 $49.7M
Ninety One UK Ltd 0.10% Reduce -0.4% 1,399,237 $47.8M
Milestone Resources Group Ltd 2.35% No change 1,369,248 $46.8M
Public Employees Retirement Association of Colorado 0.16% No change 1,288,840 $44.0M
Legal & General Group Plc 0.01% Add +1.7% 1,242,558 $42.4M
Pinebridge Investments, L.P. 0.30% No change 1,197,800 $40.9M
Meitav Investment House Ltd. 0.52% No change 1,150,000 $39.2M
T. Rowe Price Associates Inc. 0.00% Reduce -41.5% 1,125,955 $38.5M
Mirae Asset Global Investments Co., Ltd. 0.12% Reduce -37.0% 1,121,783 $38.3M
Aberdeen Group plc 0.06% Reduce -5.7% 1,120,813 $38.2M
Valiant Capital Management, L.P. 3.36% Reduce -25.3% 1,061,396 $36.3M
ARGA Investment Management, LP 0.95% Reduce -48.5% 1,053,708 $36.0M
Jane Street Group, LLC 0.04% Reduce -45.7% 1,036,320 $35.4M
BI Asset Management Fondsmaeglerselskab A/S 0.30% Add +5.7% 981,320 $33.5M
Mondrian Investment Partners LTD 0.55% — 959,018 $32.8M
Deutsche Bank AG 0.01% Reduce -39.5% 880,354 $30.1M
Marathon Asset Management Ltd 1.10% Reduce -14.3% 878,938 $30.0M
Raymond James Financial Inc. 0.01% Reduce -29.4% 866,677 $29.6M
Dundas Partners LLP 2.08% Reduce -2.6% 864,132 $29.5M
Pzena Investment Management LLC 0.09% Reduce -26.4% 859,167 $29.3M
Boston Common Asset Management, LLC 0.81% Reduce -6.0% 849,699 $29.0M
B. Metzler seel. Sohn & Co. AG 0.25% Add +6.4% 839,882 $28.7M
Todd Asset Management LLC 0.56% Add +5.7% 815,880 $27.9M
Westwood Global Investments, LLC 0.67% No change 786,950 $26.9M
Two Sigma Advisers, LP 0.05% Reduce -56.7% 761,900 $26.0M
Orbis Allan Gray Ltd 0.11% Reduce -9.8% 756,964 $25.9M
Discovery Capital Management, LLC / CT 1.43% Reduce -26.6% 755,600 $25.8M
CIBC Asset Management Inc 0.07% Add +94.3% 744,201 $25.3M
Two Creeks Capital Management, LP 1.81% Reduce -44.7% 736,895 $25.2M
Citadel Advisors 0.02% Add +590.0% 726,942 $24.8M
NS Partners Ltd 0.96% Add +2.8% 723,478 $24.7M
New Vernon Capital Holdings II LLC 10.97% No change 698,118 $23.8M
Gilder Gagnon Howe & Co. LLC 0.24% Reduce -2.3% 697,781 $23.8M
Pictet Asset Management Holding SA 0.02% Reduce -8.6% 640,452 $21.9M
Canoe Financial LP 0.31% Reduce -2.5% 636,180 $21.7M
Acadian Asset Management LLC 0.04% Reduce -56.6% 609,162 $20.8M
Ashoka WhiteOak Capital Pte Ltd 8.09% Reduce -27.7% 521,000 $20.8M
CI Investments Inc. 0.08% Reduce -33.4% 606,752 $20.7M
Barings LLC 0.40% No change 595,858 $20.4M
Polen Capital Management LLC 0.07% Reduce -48.0% 593,360 $20.3M
BNP Paribas Financial Markets 0.02% Reduce -38.7% 592,363 $20.2M
Pinpoint Asset Management (Singapore) Pte. Ltd. 3.59% New 589,247 $20.1M
Nordea Investment Management AB 0.02% Add +0.8% 590,675 $20.1M
Cabot Wealth Management Inc. 2.18% Reduce -1.5% 575,800 $19.7M
NINE MASTS CAPITAL Ltd 8.83% Add +200.5% 568,939 $19.4M
Comgest Global Investors S.A.S. 0.33% Reduce -7.5% 541,683 $18.5M
National Bank of Canada 0.02% Add +1077.2% 540,598 $18.5M
Tokio Marine Asset Management Co. Ltd. 0.65% Add +7.3% 538,000 $18.4M
KLP Kapitalforvaltning As 0.07% Add +2.1% 536,100 $18.3M
Wells Fargo & Company 0.00% Reduce -35.3% 535,877 $18.3M
Rhumbline Advisers 0.01% Add +5.5% 522,113 $17.8M
Qube Research & Technologies Ltd 0.03% New 521,143 $17.8M
Vanguard Group Inc. 0.00% Reduce -1.3% 520,684 $17.8M
Teachers Retirement System of the State of Kentucky 0.13% Add +8.3% 511,760 $17.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -0.3% 502,106 $17.2M
Breakout Capital Partners, LP 10.65% No change 489,680 $16.7M
Lancaster Investment Management 6.77% No change 462,000 $15.8M
New York State Common Retirement Fund 0.02% Reduce -30.8% 459,848 $15.7M
Neuberger Berman Group LLC 0.01% Reduce -1.6% 451,225 $15.4M
Silvercrest Asset Management Group LLC 0.10% Reduce -16.2% 450,588 $15.4M
State of Michigan Retirement System 0.07% No change 448,600 $15.3M
William Blair Investment Management, LLC 0.04% Reduce -78.3% 439,553 $15.0M
Oppenheimer Asset Management Inc. 0.16% Reduce -6.1% 426,266 $14.6M
Caisse de depot et placement du Quebec 0.03% New 419,200 $14.3M
HRT Financial LP 0.05% Add +384.2% 417,945 $14.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.12% Reduce -0.7% 383,206 $14.0M
Allianz Asset Management GmbH 0.02% Reduce -2.5% 404,654 $13.8M
HighTower Advisors, LLC 0.02% Add +2.9% 402,013 $13.7M
Nomura Asset Management Co. Ltd. 0.03% Reduce -29.4% 391,647 $13.4M
Causeway Capital Management LLC 0.17% Add +2.7% 385,186 $13.2M
Jacobson & Schmitt Advisors, LLC 2.25% Reduce -1.2% 383,137 $13.1M
AEGON ASSET MANAGEMENT UK Plc 0.15% Reduce -23.2% 374,399 $12.8M
Zurich Insurance Group Ltd 0.09% Add +37.3% 371,427 $12.7M
MayTech Global Investments, LLC 1.27% Reduce -5.7% 356,520 $12.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.69% Reduce -2.0% 347,360 $11.9M
Vise Technologies, Inc. 0.44% Add +9.5% 344,783 $11.8M
Helios Capital Management Pte. Ltd. 7.82% No change 337,400 $11.5M
Deprince Race & Zollo Inc. 0.23% Add +19.1% 330,467 $11.3M
BNP Paribas 0.34% Add +4.7% 326,704 $11.2M
Vontobel Holding Ltd. 0.03% Reduce -5.6% 320,282 $10.9M
Amundi 0.00% Reduce -20.0% 313,171 $10.9M
KBC Group NV 0.03% No change 319,002 $10.9M
Zevin Asset Management LLC 1.57% Reduce -9.3% 316,225 $10.8M
Prudential PLC 0.08% New 316,132 $10.8M
Nicola Wealth Management LTD. 0.95% Add +35.6% 312,000 $10.7M
LMR Partners LLP 0.20% New 306,734 $10.5M
Explore Capital Management, LLC 6.31% Add +31.8% 298,860 $10.2M
DekaBank Deutsche Girozentrale 0.02% Reduce -50.0% 301,487 $10.2M
Walleye Trading LLC 0.16% New 295,244 $10.1M
AXA Investment Managers S.A. 0.03% — 294,668 $10.1M
Value Partners Investments Inc. 0.82% No change 294,084 $10.0M
Ninety One SA (Pty) Ltd 0.45% Add +97.5% 293,246 $10.0M
Scotia Capital Inc. 0.04% Add +10.8% 283,125 $9.7M
ANTIPODES PARTNERS Ltd 0.22% Add +6.3% 281,504 $9.6M
GCM Grosvenor Holdings, LLC 1.46% Reduce -25.7% 280,518 $9.6M
Templeton & Phillips Capital Management, LLC 6.72% No change 273,510 $9.3M
Banque Pictet & Cie SA 0.09% Add +2.5% 270,089 $9.2M
Azimuth Capital Investment Management LLC 0.32% Add +2.4% 260,264 $8.9M
Federation des caisses Desjardins du Quebec 0.03% Reduce -25.8% 246,267 $8.4M
O'shaughnessy Asset Management, LLC 0.05% Add +11.3% 238,693 $8.2M
LPL Financial LLC 0.00% Reduce -8.1% 228,520 $7.8M
Axiom Investors LLC 0.06% Add +31.5% 228,000 $7.8M
PNC Financial Services Group, Inc. 0.00% Add +33.9% 226,429 $7.7M
Raiffeisen Bank International AG 0.10% Add +25.2% 225,844 $7.7M
Van Eck Associates Corp. 0.01% Add +39.6% 225,615 $7.7M
Veritas Asset Management LLP 0.08% Reduce -17.5% 224,364 $7.7M
E. Ohman J:or Asset Management AB 0.18% Add +2.1% 222,800 $7.6M
Munich Reinsurance Co Stock Corp in Munich 0.19% — 222,218 $7.6M
SPX Gestao de Recursos Ltda 0.64% Reduce -9.8% 222,000 $7.6M
Alliancebernstein L.P. 0.00% Reduce -67.9% 221,794 $7.6M
Orion Porfolio Solutions, LLC 0.06% Reduce -24.6% 220,903 $7.5M
Matthews International Capital Management LLC 1.73% Reduce -8.6% 217,266 $7.4M
Jupiter Asset Management Ltd. 0.06% Reduce -0.8% 215,638 $7.4M
US Bancorp \de 0.01% Reduce -27.2% 213,874 $7.3M
Abn Amro Investment Solutions 0.15% No change 209,050 $7.1M
Trillium Asset Management, LLC 0.18% Reduce -7.4% 203,366 $6.9M
Kestra Private Wealth Services, LLC 0.09% Add +2.0% 203,149 $6.9M
Employees Retirement System of Texas 0.07% Reduce -11.3% 202,810 $6.9M
Morningstar Investment Management LLC 0.25% New 200,180 $6.8M
Ninety One North America, Inc. 0.31% Reduce -11.6% 200,150 $6.8M
DSM Capital Partners LLC 0.10% Add +48.3% 198,500 $6.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.50% Reduce -2.4% 193,578 $6.6M
Hantz Financial Services, Inc. 0.10% Add +37.1% 192,109 $6.6M
Fayez Sarofim & Co 0.02% Add +0.2% 190,475 $6.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +5.6% 189,926 $6.5M
Aperture Investors, LLC 0.90% No change 188,760 $6.4M
Quantinno Capital Management LP 0.02% Add +12.5% 184,596 $6.3M
Marietta Investment Partners LLC 1.19% Reduce -0.2% 180,722 $6.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.16% Reduce -36.2% 180,732 $6.2M
Janney Capital Management LLC 0.38% Reduce -3.4% 180,207 $6.2M
Donaldson Capital Management, LLC 0.19% New 178,679 $6.1M
Channing Global Advisors, LLC 4.19% Add +6.8% 177,394 $6.1M
Stifel Financial Corp. 0.01% Reduce -7.7% 172,382 $5.9M
Tudor Investment Corporation 0.04% Add +775.7% 169,616 $5.8M
Immersion Capital LLP 5.85% No change 166,410 $5.7M
United Capital Financial Advisors, LLC 0.04% Reduce -17.9% 165,110 $5.6M
Cetera Investment Advisers 0.01% Add +261.7% 164,125 $5.6M
Vident Advisory, LLC 0.05% Add +11.9% 160,104 $5.5M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +93.0% 159,773 $5.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% No change 158,056 $5.4M
LGT Group Foundation 0.06% Add +2.3% 158,748 $5.4M
Factory Mutual Insurance Co. 0.05% New 156,328 $5.3M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -11.0% 156,188 $5.3M
Pathstone Holdings, LLC 0.02% Reduce -2.0% 150,673 $5.2M
Motley Fool Wealth Management, LLC 0.35% Reduce -12.1% 152,300 $5.2M
Oaktree Capital Management 0.11% Reduce -10.9% 151,206 $5.2M
Ethic Inc. 0.08% Add +3.9% 146,288 $5.0M
Kornitzer Capital Management Inc. 0.10% No change 140,000 $4.8M
Cerity Partners LLC 0.01% Reduce -14.3% 139,532 $4.8M
Mariner, LLC 0.01% Add +7.2% 139,057 $4.8M
Bank of Montreal 0.00% Reduce -18.5% 138,494 $4.7M
Oaktree Fund Advisors, LLC 8.62% No change 135,884 $4.6M
Creative Planning 0.00% Reduce -0.8% 131,784 $4.5M
Eagle Global Advisors LLC 0.17% Add +6.0% 131,390 $4.5M
Letko, Brosseau & Associates Inc. 0.08% Add +10.4% 130,260 $4.4M
GUARDCAP ASSET MANAGEMENT Ltd 0.10% Reduce -7.8% 128,600 $4.4M
AQR Capital Management 0.00% Add +6.4% 128,299 $4.4M
Callan Family Office, LLC 0.14% Reduce -17.8% 125,940 $4.3M
Jain Global LLC 0.06% New 124,871 $4.3M
Profund Advisors LLC 0.14% Add +2.5% 122,844 $4.2M
Crossmark Global Holdings, Inc. 0.06% Reduce -11.2% 122,780 $4.2M
Verition Fund Management LLC 0.03% Add +211.3% 122,549 $4.2M
Loomis Sayles & Co. L P 0.01% Add +32.4% 121,890 $4.2M
PEAK6 LLC 0.10% New 120,054 $4.1M
GAM Holding AG 0.24% No change 115,134 $3.9M
Fifth Third Bancorp 0.01% Reduce -3.8% 112,129 $3.8M
Greenfield Seitz Capital Management, LLC 1.23% Reduce -0.4% 111,479 $3.8M
Rockefeller Capital Management L.P. 0.01% Reduce -1.2% 110,138 $3.8M
DAVENPORT & Co LLC 0.02% Reduce -0.8% 109,230 $3.7M
S-Bank Fund Management Ltd 0.49% No change 107,850 $3.7M
Baron Capital (BAMCO) 0.01% Add +0.1% 107,320 $3.7M
Principal Financial Group Inc. 0.00% Reduce -7.4% 106,324 $3.6M
First Trust Advisors LP 0.00% Add +3.0% 106,201 $3.6M
Brandes Investment Partners, LP 0.03% Add +0.2% 102,460 $3.5M
Captrust Financial Advisors 0.01% Add +4.9% 102,154 $3.5M
Alps Advisors Inc. 0.02% No change 102,000 $3.5M
Aviva PLC 0.01% Add +6.5% 100,292 $3.4M
Schwartz Investment Counsel Inc. 0.11% No change 100,100 $3.4M
Skerryvore Asset Management Ltd 2.32% Reduce -72.9% 95,563 $3.3M
Madison Asset Management, LLC 0.04% Reduce -1.9% 95,050 $3.2M
Virtus Advisers, LLC 1.82% Add +98.5% 94,708 $3.2M
Clough Capital Partners L P 0.28% Add +4.4% 91,398 $3.1M
MML Investors Services, LLC 0.01% Reduce -42.4% 91,246 $3.1M
Guggenheim Capital LLC 0.02% Reduce -10.3% 90,120 $3.1M
Prudential Financial Inc. 0.00% Reduce -7.6% 89,916 $3.1M
Barclays PLC 0.00% Add +35.9% 89,760 $3.1M
Tower View Wealth Management LLC 1.57% Add +35.2% 88,600 $3.0M
Federated Hermes, Inc. 0.01% Reduce -9.1% 84,843 $2.9M
Virtu Financial LLC 0.16% New 84,689 $2.9M
Naviter Wealth, LLC 0.34% Add +4.5% 84,267 $2.9M
Henry James International Management Inc. 0.87% No change 83,486 $2.9M
Bank Pictet & Cie (Europe) AG 0.06% Reduce -3.2% 82,230 $2.8M
Westerkirk Capital Inc. 0.32% New 81,858 $2.8M
Daiwa Securities Group Inc. 0.01% Add +14.3% 78,880 $2.7M
Blue Trust, Inc. 0.03% Add +4.0% 78,219 $2.7M
Northwest & Ethical Investments L.P. 0.06% No change 78,134 $2.7M
Stamos Capital Partners, L.P. 0.50% Add +26.9% 77,442 $2.6M
Longfellow Investment Management Co. LLC 0.60% No change 74,416 $2.5M
Atria Investments, Inc 0.03% Reduce -19.3% 73,989 $2.5M
Sequoia Financial Advisors, LLC 0.02% Add +8.4% 73,853 $2.5M
Ieq Capital, LLC 0.01% Add +88.6% 71,136 $2.4M
Keybank National Association 0.01% Reduce -3.3% 70,720 $2.4M
Coronation Fund Managers Ltd. 0.13% Add +19.9% 70,653 $2.4M
Advisors Asset Management, Inc. 0.04% Reduce -2.6% 69,271 $2.4M
Nekton Capital Ltd. 4.79% New 69,263 $2.4M
Tobam 0.85% Add +2.9% 68,835 $2.4M
Brevan Howard Capital Management LP 0.03% Add +33.1% 68,872 $2.3M
Truist Financial Corp. 0.00% Reduce -21.9% 67,456 $2.3M
Laird Norton Wetherby Wealth Management, LLC 0.09% Reduce -8.4% 66,852 $2.3M
NewEdge Advisors, LLC 0.01% Add +2.2% 66,606 $2.3M
Brooklyn Investment Group 0.30% Reduce -50.4% 28,369 $2.2M
Lansforsakringar Fondforvaltning AB (publ) 0.01% Reduce -1.1% 63,586 $2.2M
Cibc World Market Inc. 0.00% Add +304.5% 63,143 $2.2M
Corient Private Wealth LP 0.00% Add +10.6% 62,040 $2.1M
Choreo, LLC 0.03% Reduce -2.1% 61,568 $2.1M
Legacy Wealth Asset Management, LLC 0.51% Add +1.0% 61,264 $2.1M
Naples Global Advisors, LLC 0.16% Add +3.9% 60,573 $2.1M
LBP Am SA 0.03% Reduce -17.4% 60,000 $2.0M
Quadrature Capital Ltd 0.02% New 59,477 $2.0M
NFJ Investment Group, LLC 0.07% Reduce -1.4% 57,328 $2.0M
Vestmark Advisory Solutions, Inc. 0.04% Add +9.1% 56,469 $1.9M
Sarasin & Partners LLP 0.02% No change 56,410 $1.9M
Banque Cantonale Vaudoise 0.07% No change 56,292 $1.9M
FACTORIAL MANAGEMENT Ltd 100.00% New 56,260 $1.9M
Caprock Group, LLC 0.05% — 26,884 $1.9M
Summit Global Investments 0.11% New 55,791 $1.9M
Compound Planning, Inc. 0.06% Add +10.7% 55,055 $1.9M
NewEdge Wealth, LLC 0.03% Add +25.7% 50,093 $1.8M
Sanctuary Advisors, LLC 0.01% Reduce -13.0% 52,178 $1.8M
W1M Investment Management Ltd 0.02% Add +3.4% 52,100 $1.8M
West Family Investments, Inc. 0.39% Add +0.8% 51,418 $1.8M
Cloverfields Capital Group, LP 0.55% Reduce -8.3% 50,987 $1.7M
WINTON GROUP Ltd 0.06% No change 50,700 $1.7M
Leonteq Securities AG 0.09% Add +188.3% 49,922 $1.7M
Southeastern Asset Management Inc. 0.09% Reduce -36.2% 49,874 $1.7M
Triglav Investments, D.O.O. 0.11% No change 49,000 $1.7M
L & S Advisors Inc 0.18% Add +13.4% 48,925 $1.7M
XY Capital Ltd 1.39% New 48,921 $1.7M
Deltec Asset Management LLC 0.27% Reduce -2.0% 48,200 $1.6M
Figure 8 Investment Strategies LLC 1.46% Add +0.9% 48,110 $1.6M
Diversified Trust Co. 0.03% Add +6.2% 47,422 $1.6M
Park Avenue Securities LLC 0.01% Reduce -19.3% 47,025 $1.6M
Exencial Wealth Advisors, LLC 0.05% Add +6.2% 46,254 $1.6M
Assenagon Asset Management S.A. 0.00% New 45,950 $1.6M
Aigen Investment Management, LP 0.24% New 45,707 $1.6M
Synovus Financial Corp. 0.02% Reduce -2.3% 45,290 $1.5M
Signaturefd, LLC 0.02% Reduce -1.3% 44,766 $1.5M
QRG Capital Management, Inc. 0.02% Reduce -12.0% 41,733 $1.4M
Capital International Sarl 0.02% Add +5.8% 41,648 $1.4M
Castleark Management LLC 0.04% No change 41,260 $1.4M
Calamos Advisors LLC 0.01% Reduce -38.3% 41,064 $1.4M
Osaic Holdings, Inc. 0.00% Add +43.2% 35,847 $1.4M
Natural Investments, LLC 0.33% Reduce -0.5% 38,938 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Add +0.1% 38,790 $1.3M
Sit Investment Associates Inc. 0.03% No change 37,650 $1.3M
Yousif Capital Management, LLC 0.01% No change 37,592 $1.3M
PDS Planning, Inc 0.09% Add +8.6% 37,324 $1.3M
CenterBook Partners LP 0.06% Add +18.2% 36,412 $1.2M
Union Bancaire Privee, UBP SA 0.02% Add +140.1% 36,016 $1.2M
XTX Topco Ltd 0.06% New 35,983 $1.2M
Man Group plc 0.00% Add +51.1% 35,786 $1.2M
Cooper Investors PTY Ltd. 0.33% Reduce -85.3% 35,762 $1.2M
SG Americas Securities, LLC 0.00% Add +142.7% 34,561 $1.2M
Pitcairn Co. 0.09% Reduce -19.2% 34,238 $1.2M
Squarepoint Ops LLC 0.00% Add +317.8% 34,029 $1.2M
Campbell & CO Investment Adviser LLC 0.09% New 33,685 $1.2M
Coldstream Capital Management Inc. 0.02% Add +34.9% 33,561 $1.1M
Integrated Quantitative Investments LLC 0.32% No change 32,766 $1.1M
HighVista Strategies LLC 0.27% Add +23.4% 32,682 $1.1M
Ballentine Partners, LLC 0.02% Reduce -15.9% 32,188 $1.1M
Regions Financial Corp. 0.01% Reduce -1.0% 32,119 $1.1M
Bank of Nova Scotia 0.00% Add +16.5% 31,616 $1.1M
Aubrey Capital Management Ltd 0.33% Reduce -34.6% 30,737 $1.0M
NorthCoast Asset Management LLC 0.00% New 30,607 $1.0M
Ritholtz Wealth Management 0.02% Add +18.4% 30,280 $1.0M
Hamilton Capital Partners Inc. 0.04% No change 30,268 $1.0M
State of Wyoming 0.12% Add +16.8% 29,892 $1.0M
Engineers Gate Manager LP 0.01% New 29,691 $1.0M
Nisa Investment Advisors, LLC 0.00% No change 29,388 $1.0M
Rehmann Capital Advisory Group 0.05% Reduce -4.7% 28,647 $979K
Matrix Trust Co 0.15% New 28,506 $974K
OneAscent Investment Solutions LLC 1.02% Add +10.4% 28,031 $958K
Freemont Capital Pte Ltd 0.02% No change 28,000 $956K
Cresset Asset Management, LLC 0.00% Add +0.4% 27,586 $942K
Handelsbanken Fonder AB 0.00% No change 27,500 $939K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -17.9% 27,448 $938K
One Wealth Advisors, LLC 0.12% Add +1.6% 27,429 $937K
Group One Trading LLC 0.03% New 27,417 $937K
Grandeur Peak Global Advisors, LLC 0.12% No change 27,108 $926K
TD Asset Management Inc 0.00% Add +2.7% 26,440 $903K
OneDigital Investment Advisors LLC 0.01% Reduce -28.7% 25,770 $880K
Mercer Global Advisors Inc. 0.00% Add +14.8% 25,685 $877K
Wealth Alliance, LLC 0.09% Reduce -30.0% 25,066 $856K
ABN AMRO Bank N.V. 0.01% New 24,000 $817K
FourThought Financial Partners, LLC 0.07% Reduce -1.5% 23,307 $796K
Focus Partners Advisor Solutions, LLC 0.01% Add +11.6% 22,835 $790K
Kestra Advisory Services, LLC 0.00% Reduce -4.1% 22,636 $773K
Fiduciary Trust Co 0.01% Add +0.5% 22,490 $768K
InTrack Investment Management Inc 0.45% Add +65.3% 22,173 $757K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.3% 21,485 $750K
Commonwealth Equity Services, LLC 0.00% Add +13.1% 21,886 $748K
Aaron Wealth Advisors LLC 0.04% Reduce -0.1% 21,706 $741K
Financial Perspectives, Inc 0.20% No change 21,538 $736K
Evoke Wealth, LLC 0.01% Add +1.8% 20,792 $710K
Sather Financial Group Inc 0.04% Add +3.1% 20,628 $705K
Genus Capital Management Inc. 0.08% No change 20,504 $700K
Shelton Capital Management 0.01% Reduce -37.0% 20,390 $697K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +60.2% 20,249 $692K
Blair William & Co. 0.00% Add +23.0% 20,223 $691K
May Hill Capital, LLC 0.20% Add +10.5% 19,993 $683K
Credit Agricole S A 0.00% — 19,974 $682K
Chesapeake Capital Corp. 0.61% — 19,782 $676K
Tidal Investments LLC 0.00% Add +3.5% 19,782 $676K
Los Angeles Capital Management LLC 0.00% No change 60,118 $644K
Sapient Capital LLC 0.01% Reduce -9.9% 18,858 $644K
Macquarie Group Ltd. 0.00% Add +219.6% 18,555 $634K
DMC Group, LLC 0.44% Add +3.3% 18,520 $633K
Summitry LLC 0.03% Add +0.9% 18,428 $629K
Bridgewater Advisors Inc. 0.04% Add +1.8% 17,633 $629K
IFP Advisors, Inc 0.02% Reduce -5.8% 18,347 $627K
Balyasny Asset Management L.P. 0.00% Reduce -91.1% 17,942 $613K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +34.1% 17,872 $611K
Premier Fund Managers Ltd 0.02% Reduce -1.7% 17,654 $603K
Sagespring Wealth Partners, LLC 0.01% Reduce -12.2% 17,201 $588K
Pictet North America Advisors SA 0.05% No change 16,928 $578K
Gibbs Wealth Management 0.13% Reduce -35.2% 16,679 $570K
Thornburg Investment Management Inc. 0.01% Reduce -2.3% 16,602 $567K
Jones Financial Companies LLLP 0.00% Add +33.1% 16,601 $567K
CogentBlue Wealth Advisors, LLC 0.38% Reduce -1.4% 16,229 $554K
Fca Corp. 0.15% No change 16,000 $547K
Quadrant Capital Group LLC 0.02% Reduce -88.5% 15,987 $546K
Scientech Research LLC 0.19% New 15,860 $542K
Level Four Advisory Services, LLC 0.02% Add +2.4% 15,725 $537K
iA Global Asset Management Inc. 0.01% Reduce -3.4% 15,654 $535K
Hyperion Capital Advisors LP 0.27% No change 14,840 $507K
Focus Partners Wealth 0.00% Reduce -18.2% 14,757 $504K
Janney Montgomery Scott LLC 0.00% Reduce -3.2% 14,701 $502K
Harbour Capital Advisors, LLC 0.10% Reduce -5.5% 14,101 $492K
HB Wealth Management, LLC 0.00% Add +10.7% 14,264 $487K
Militia Capital Partners, LP 0.22% No change 14,044 $480K
Flputnam Investment Management Co. 0.01% Add +12.7% 14,002 $478K
Private Advisor Group, LLC 0.00% Reduce -12.8% 13,874 $474K
Aprio Wealth Management, LLC 0.05% Add +3.1% 13,832 $473K
Murphy & Mullick Capital Management Corp 0.34% No change 13,560 $463K
Marks Group Wealth Management, Inc 0.04% Reduce -64.4% 13,305 $454K
Diversify Advisory Services, LLC 0.02% Reduce -20.2% 12,413 $453K
Susquehanna International Group, LLP 0.00% New 13,226 $452K
Sivia Capital Partners, LLC 0.13% Reduce -16.5% 13,095 $447K
Ratan Capital Management LP 0.24% No change 13,000 $444K
M&T Bank Corp 0.00% Reduce -90.7% 12,960 $443K
Grey Ledge Advisors, LLC 0.10% Reduce -27.9% 12,690 $433K
Segall Bryant & Hamill, LLC 0.01% Reduce -51.5% 12,600 $430K
Glenmede Investment Management, LP 0.00% Add +0.3% 12,537 $428K
Centiva Capital, LP 0.04% New 12,410 $424K
Sustainable Insight Capital Management, LLC 0.13% New 12,198 $417K
&partners 0.00% Reduce -39.4% 12,270 $414K
Wealthstream Advisors, Inc. 0.06% Add +9.1% 12,099 $413K
Platform Technology Partners 0.10% Reduce -21.8% 11,955 $408K
FORA Capital, LLC 0.07% New 11,876 $406K
IMC-Chicago, LLC 0.01% New 11,867 $405K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -57.3% 11,851 $405K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +90.3% 11,800 $403K
Peapack Gladstone Financial Corp. 0.01% Reduce -1.1% 11,697 $400K
Endowment Wealth Management, Inc. 0.18% Reduce -2.7% 11,694 $399K
DRW Securities, LLC 0.02% New 11,523 $390K
Sterling Capital Management LLC 0.01% Reduce -6.0% 11,321 $387K
Snowden Capital Advisors LLC 0.01% Reduce -0.9% 11,314 $386K
Toronto Dominion Bank 0.00% Reduce -45.8% 10,977 $375K
GAMMA Investing LLC 0.02% Add +0.1% 10,684 $365K
Leavell Investment Management, Inc. 0.02% Add +30.5% 10,662 $364K
Elevation Point Wealth Partners, LLC 0.03% Add +32.5% 10,645 $364K
Advisor OS, LLC 0.03% Reduce -26.7% 10,327 $353K
Legacy Capital Group California, Inc. 0.09% New 10,291 $352K
DGS Capital Management, LLC 0.06% New 10,216 $349K
Tectonic Advisors LLC 0.02% No change 9,955 $340K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.45% No change 9,800 $335K
Dnca Finance 0.02% Reduce -87.9% 9,600 $328K
D. E. Shaw & Co. 0.00% New 9,574 $327K
Dorsey & Whitney Trust CO LLC 0.02% Add +26.9% 9,540 $326K
Guinness Atkinson Asset Management Inc 0.15% New 9,400 $321K
Portside Wealth Group, LLC 0.04% Reduce -50.1% 9,317 $318K
Canopy Partners, LLC 0.11% Add +1.6% 9,293 $317K
Dividend Assets Capital, LLC 0.06% No change 9,290 $317K
Kathmere Capital Management, LLC 0.02% Add +41.4% 9,261 $316K
Ariel Investments 0.00% New 9,240 $316K
Institute for Wealth Management, LLC. 0.03% No change 9,146 $312K
TD Private Client Wealth LLC 0.01% Reduce -5.1% 9,126 $312K
Farther Finance Advisors, LLC 0.00% Add +9.1% 9,029 $308K
Hardy Reed LLC 0.02% Add +46.8% 8,997 $307K
Parallel Advisors, LLC 0.01% Reduce -2.0% 8,967 $306K
National Philanthropic Trust 0.00% No change 8,904 $304K
Independent Financial Group, LLC 0.01% No change 8,894 $304K
Harris Associates (Oakmark Funds) 0.00% Add +45.9% 8,756 $299K
Alliance Wealth Advisors, LLC 0.07% Reduce -23.1% 8,625 $295K
SeaBridge Investment Advisors LLC 0.05% No change 8,592 $294K
Avior Wealth Management, LLC 0.01% Add +2.0% 8,524 $291K
Xponance LLC 0.00% Add +8.9% 8,520 $291K
Thoroughbred Financial Services, LLC 0.02% Add +0.3% 8,530 $291K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 8,394 $287K
Fairtree Asset Management (Pty) Ltd 0.18% Add +70.7% 8,172 $279K
Ninepoint Partners LP 0.04% New 8,171 $279K
Cwm, LLC 0.00% Add +2.8% 8,163 $279K
BSW Wealth Partners 0.03% Reduce -43.9% 8,103 $277K
Tower Research Capital LLC (TRC) 0.01% Add +0.7% 8,047 $275K
GeoWealth Management, LLC 0.01% Add +1.1% 7,985 $273K
Spire Wealth Management 0.01% Add +4.0% 7,955 $272K
GMO 0.00% Reduce -93.6% 7,875 $269K
HBK Sorce Advisory LLC 0.01% Reduce -2.9% 7,346 $265K
Syon Capital LLC 0.01% Add +28.4% 7,727 $264K
Commerce Bank 0.00% Add +0.7% 7,697 $263K
First Affirmative Financial Network 0.12% Reduce -1.9% 7,653 $261K
Mgo One Seven LLC 0.01% Reduce -18.5% 7,534 $257K
Panagora Asset Management Inc. 0.00% No change 7,440 $254K
Dakota Wealth Management 0.01% Add +23.7% 7,303 $249K
Brighton Jones LLC 0.01% Reduce -7.3% 7,250 $248K
Riverbridge Partners LLC 0.00% No change 7,156 $244K
Altfest L J & Co. Inc. 0.03% Add +19.6% 6,956 $238K
Confluence Investment Management LLC 0.00% Add +19.6% 6,899 $236K
Resonant Capital Advisors, LLC 0.01% Reduce -18.3% 6,779 $232K
Hilltop Holdings Inc. 0.01% Reduce -17.7% 6,750 $231K
EverSource Wealth Advisors, LLC 0.01% Reduce -7.3% 6,727 $230K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -3.5% 6,727 $230K
Inscription Capital, LLC 0.02% New 6,672 $228K
Crestwood Advisors Group, LLC 0.00% Add +1.5% 6,642 $227K
Westpac Banking Corp. 0.01% Reduce -5.7% 6,594 $225K
MJP Associates Inc. 0.03% Reduce -31.8% 6,561 $224K
Keel Point, LLC 0.01% Reduce -7.3% 6,553 $224K
Foster Group, Inc. 0.01% No change 6,524 $223K
Merit Financial Group, LLC 0.00% Reduce -14.5% 6,520 $223K
Baron Wealth Management LLC 0.07% Reduce -3.9% 6,446 $220K
Mather Group, Llc. 0.00% Reduce -0.9% 6,384 $218K
UMB Bank, n.a. 0.00% Reduce -10.9% 6,374 $218K
Intrust Bank NA 0.02% Reduce -6.0% 6,330 $216K
Riversedge Advisors, LLC 0.04% New 6,218 $212K
Personal Cfo Solutions, LLC 0.04% Reduce -19.1% 6,215 $212K
Arkadios Wealth Advisors 0.01% New 6,172 $211K
Storebrand Asset Management As 0.00% Add +0.2% 6,120 $209K
D.B. Root & Company, LLC 0.05% Reduce -33.2% 6,084 $208K
Hilltop National Bank 0.05% No change 6,082 $208K
OneAscent Family Office, LLC 0.17% No change 5,952 $203K
Foster Victor Wealth Advisors, LLC 0.01% Reduce -0.6% 5,889 $202K
Sepio Capital, LP 0.01% New 5,862 $200K
LRI Investments, LLC 0.02% Add +0.6% 5,657 $193K
Aviso Financial Inc. 0.01% Reduce -7.9% 5,574 $190K
Steward Partners Investment Advisory, LLC 0.00% Add +925.1% 5,433 $186K
Allworth Financial LP 0.00% Add +12.4% 5,014 $171K
First Horizon Corp. 0.01% — 4,910 $168K
Principal Securities, Inc. 0.00% Reduce -31.6% 4,901 $167K
Avanda Investment Management Pte. Ltd. 0.13% No change 4,736 $162K
Hollencrest Capital Management 0.01% No change 4,242 $145K
Assetmark, Inc. 0.00% Add +192.1% 4,124 $141K
Smartleaf Asset Management LLC 0.01% Add +0.4% 3,936 $134K
Grove Bank & Trust 0.02% Reduce -9.8% 3,814 $130K
Walleye Capital LLC 0.00% Reduce -30.8% 3,685 $126K
Westfuller Advisors, LLC 0.06% New 3,560 $122K
Brown Brothers Harriman & Co. 0.00% Add +143.5% 3,380 $115K
AdvisorNet Financial, Inc 0.01% Add +5.6% 3,248 $111K
Boit C F David 0.05% No change 3,100 $106K
Huntington National Bank 0.00% Add +13.8% 3,070 $105K
Advisory Services Network, LLC 0.00% New 3,027 $103K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.8% 2,766 $94K
JFS Wealth Advisors, LLC 0.00% No change 2,144 $73K
Western Pacific Wealth Management, LP 0.07% No change 2,134 $73K
Global Retirement Partners, LLC 0.00% Add +2.6% 2,110 $72K
Community Bank, N.A. 0.01% New 1,990 $68K
Cullen/Frost Bankers, Inc. 0.00% Add +31.5% 1,946 $66K
MAI Capital Management 0.00% Reduce -78.2% 1,869 $64K
Wealthspire Advisors, LLC 0.00% New 1,806 $62K
Arax Advisory Partners 0.00% Add +12.3% 1,774 $61K
Pinnacle Bancorp, Inc. 0.02% No change 1,694 $58K
Lanark Financial, Inc. 0.00% Add +2.5% 1,650 $56K
Physician Wealth Advisors, Inc. 0.01% Reduce -2.1% 1,552 $53K
Park Place Capital Corp 0.01% No change 1,426 $49K
Bruce G. Allen Investments, LLC 0.03% Add +2009.4% 1,350 $46K
Caitong International Asset Management Co., Ltd 0.03% New 1,245 $43K
Graney & King, LLC 0.03% No change 1,200 $41K
Roxbury Financial LLC 0.04% Add +47.5% 1,162 $40K
J.Safra Asset Management Corp 0.00% No change 1,020 $35K
Pin Oak Investment Advisors Inc. 0.02% No change 996 $34K
Accent Capital Management, LLC 0.01% No change 918 $31K
Parkside Financial Bank & Trust 0.00% Reduce -22.8% 913 $31K
Clearstead Advisors, LLC 0.00% Add +188.4% 894 $31K
Larson Financial Group LLC 0.00% Reduce -4.8% 849 $29K
BOCHK Asset Management Ltd 0.01% Reduce -73.3% 800 $27K
Central Pacific Bank - Trust Division 0.00% No change 758 $26K
Byrne Asset Management LLC 0.02% No change 750 $26K
Harbour Investments, Inc. 0.00% Add +6.4% 694 $24K
Binnacle Investments Inc 0.01% No change 680 $23K
Highline Wealth Partners LLC 0.01% Add +6.3% 674 $23K
FNY Investment Advisers, LLC 0.01% Add +157.1% 684 $23K
Abound Wealth Management 0.01% Add +958.1% 656 $22K
Independence Bank of Kentucky 0.00% No change 600 $20K
Asset Dedication, LLC 0.00% Reduce -3.6% 588 $20K
Foster Dykema Cabot & Partners, LLC 0.00% No change 554 $19K
Frazier Financial Advisors, LLC 0.01% No change 546 $19K
Clearstead Trust, LLC 0.00% No change 530 $18K
Roble, Belko & Company, Inc 0.00% No change 496 $17K
Washington Trust Advisors, Inc. 0.00% No change 460 $16K
Ameritas Advisory Services, LLC 0.00% Reduce -17.4% 418 $14K
TD Waterhouse Canada Inc. 0.00% New 394 $13K
Atlantic Union Bankshares Corp 0.00% New 390 $13K
Bell Investment Advisors, Inc 0.00% Reduce -11.9% 386 $13K
Fairman Group, LLC 0.01% Add +496.9% 382 $13K
CX Institutional 0.00% No change 386 $13K
Rakuten Securities, Inc. 0.00% Reduce -98.1% 378 $13K
Cornerstone Planning Group LLC 0.00% New 334 $12K
Westside Investment Management, Inc. 0.00% No change 358 $12K
Twin Lakes Capital Management, LLC 0.01% No change 350 $12K
Private Trust Co. NA 0.00% Reduce -57.4% 346 $12K
Harbor Investment Advisory, LLC 0.00% No change 342 $12K
Golden State Wealth Management, LLC 0.00% Add +7.3% 339 $12K
TD Capital Management LLC 0.00% No change 280 $10K
Raffa Wealth Management, LLC 0.00% Add +70.7% 256 $9K
WealthCollab, LLC 0.00% No change 242 $8K
Capital Analysts, LLC 0.00% No change 226 $8K
Ameriflex Group, Inc. 0.00% New 208 $7K
Salem Investment Counselors Inc. 0.00% No change 204 $7K
Center for Financial Planning, Inc. 0.00% No change 202 $7K
Key Financial Inc 0.00% No change 184 $6K
MPWM Advisory Solutions, LLC 0.00% No change 152 $5K
Creekmur Asset Management LLC 0.00% Reduce -0.7% 145 $5K
Bogart Wealth, LLC 0.00% No change 140 $5K
First Command Advisory Services, Inc. 0.00% New 138 $5K
Rossby Financial, LCC 0.00% Add +97.0% 130 $4K
Wealth Watch Advisors, INC 0.00% New 126 $4K
North Star Investment Management Corp. 0.00% New 120 $4K
Retirement Wealth Solutions LLC 0.00% Reduce -12.1% 102 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 102 $3K
Hara Capital LLC 0.00% Reduce -88.4% 100 $3K
Root Financial Partners, LLC 0.00% New 86 $3K
Horizon Investments, LLC 0.00% Reduce -94.3% 82 $3K
Geneos Wealth Management Inc. 0.00% Reduce -89.2% 74 $3K
Crewe Advisors LLC 0.00% New 70 $2K
JPL Wealth Management, LLC 0.00% New 68 $2K
WPG Advisers, LLC 0.00% No change 68 $2K
True Wealth Design, LLC 0.00% New 67 $2K
Montag A & Associates Inc. 0.00% New 66 $2K
Grey Fox Wealth Advisors, LLC 0.00% New 58 $2K
Armstrong Advisory Group, Inc. 0.00% No change 48 $2K
Nova Wealth Management, Inc. 0.00% Reduce -2.1% 47 $2K
Ancora Advisors LLC 0.00% No change 46 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -12.0% 44 $2K
Transamerica Financial Advisors, LLC 0.00% New 36 $1K
Kimelman & Baird, LLC 0.00% No change 26 $889
First Pacific Financial 0.00% New 26 $889
CoreCap Advisors, LLC 0.00% Reduce -99.2% 22 $752
Creative Financial Designs Inc. 0.00% No change 16 $552
Palisade Asset Management, LLC 0.00% New 16 $547
Turning Point Benefit Group, Inc. 0.00% New 14 $473
Beaird Harris Wealth Management, LLC 0.00% Reduce -78.6% 9 $317
Salomon & Ludwin, LLC 0.00% No change 8 $274
Maseco LLP 0.00% No change 2 $69

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